The Analysis of Sound View Wealth Advisors Group, LLC's Holdings
Currently, Sound View Wealth Advisors Group, LLC holds 416 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IBDU (+575.5K shares, valued at $13.5M), IBDS (+522.4K shares, valued at $12.7M), IBDV (+491.1K shares, valued at $10.8M); decreased their positions in AAPL (-13.0K shares, valued at $3.5M), BMY (-42.4K shares, valued at $2.3M), N/A (-2.9K shares, valued at $1.0M); initiated new positions in N/A (+26.6K shares, valued at $1.7M), N/A (+6.7K shares, valued at $441.4K), BMRN (+7.3K shares, valued at $434.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC279.7K shares-4.44%2025-12-312026-01-08
IBDR ISHARES TR2.0M shares11.68%2025-12-312026-01-08 IBDS ISHARES TR2.0M shares35.77%2025-12-312026-01-08 MSFT MICROSOFT CORP92.7K shares0.18%2025-12-312026-01-08 NVDA NVIDIA CORPORATION228.3K shares-1.86%2025-12-312026-01-08 IBDU ISHARES TR1.6M shares55.44%2025-12-312026-01-08 IBDT ISHARES TR1.4M shares19.98%2025-12-312026-01-08 IBDV ISHARES TR1.5M shares49.72%2025-12-312026-01-08 BUFR FIRST TR EXCHNG TRADED FD VI894.7K shares3.00%2025-12-312026-01-08 SCHX SCHWAB STRATEGIC TR958.0K shares-1.95%2025-12-312026-01-08 VTI VANGUARD INDEX FDS75.9K shares-2.50%2025-12-312026-01-08 LLY ELI LILLY & CO22.7K shares-0.61%2025-12-312026-01-08 IBDW ISHARES TR1.1M shares17.31%2025-12-312026-01-08 IBDX ISHARES TR856.1K shares18.56%2025-12-312026-01-08 JPM JPMORGAN CHASE & CO.65.2K shares1.74%2025-12-312026-01-08 AMZN AMAZON COM INC88.7K shares-1.11%2025-12-312026-01-08 VIG VANGUARD SPECIALIZED FUNDS87.9K shares0.30%2025-12-312026-01-08 BROADCOM INC BROADCOM INC55.5K shares-5.00%2025-12-312026-01-08 VGT VANGUARD WORLD FD25.4K shares-0.37%2025-12-312026-01-08 ALPHABET INC ALPHABET INC59.4K shares-5.09%2025-12-312026-01-08 TSLA TESLA INC35.2K shares0.25%2025-12-312026-01-08 ALPHABET INC ALPHABET INC49.5K shares-0.73%2025-12-312026-01-08 SCHD SCHWAB STRATEGIC TR549.4K shares5.45%2025-12-312026-01-08 SPHQ INVESCO EXCHANGE TRADED FD T197.2K shares-0.72%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON68.9K shares-2.35%2025-12-312026-01-08 BMY BRISTOL-MYERS SQUIBB CO260.6K shares-13.99%2025-12-312026-01-08 SPY SPDR S&P 500 ETF TR20.2K shares2.10%2025-12-312026-01-08 XLK SELECT SECTOR SPDR TR89.6K shares103.25%2025-12-312026-01-08 ABBV ABBVIE INC52.8K shares-1.20%2025-12-312026-01-08 HD HOME DEPOT INC35.0K shares-0.71%2025-12-312026-01-08 DIA SPDR DOW JONES INDL AVERAGE25.0K shares1.07%2025-12-312026-01-08 PG PROCTER AND GAMBLE CO80.3K shares-3.99%2025-12-312026-01-08 IBTG ISHARES TR494.4K shares69.48%2025-12-312026-01-08 WMT WALMART INC99.5K shares0.03%2025-12-312026-01-08 DGRO ISHARES TR146.5K shares-2.37%2025-12-312026-01-08 IWF ISHARES TR21.2K shares-5.52%2025-12-312026-01-08 AMGN AMGEN INC29.2K shares-0.38%2025-12-312026-01-08 CATH GLOBAL X FDS114.4K shares-0.16%2025-12-312026-01-08 IBM INTERNATIONAL BUSINESS MACHS31.3K shares-1.80%2025-12-312026-01-08 VYM VANGUARD WHITEHALL FDS61.5K shares3.04%2025-12-312026-01-08 META META PLATFORMS INC12.6K shares-1.40%2025-12-312026-01-08 RTX RTX CORPORATION44.6K shares-0.13%2025-12-312026-01-08 XOM EXXON MOBIL CORP67.9K shares2.12%2025-12-312026-01-08 KO COCA COLA CO112.1K shares-0.68%2025-12-312026-01-08 SO SOUTHERN CO89.8K shares-1.75%2025-12-312026-01-08 EPD ENTERPRISE PRODS PARTNERS L243.1K shares-1.15%2025-12-312026-01-08 V VISA INC21.6K shares0.88%2025-12-312026-01-08 SCHF SCHWAB STRATEGIC TR303.4K shares8.11%2025-12-312026-01-08 MCD MCDONALDS CORP22.5K shares-0.43%2025-12-312026-01-08 XLU SELECT SECTOR SPDR TR155.7K shares108.45%2025-12-312026-01-08 AFL AFLAC INC59.9K shares0.51%2025-12-312026-01-08 CGIC CAPITAL GROUP INTERNATIONAL202.0K shares38.09%2025-12-312026-01-08 GLD SPDR GOLD TR16.4K shares0.69%2025-12-312026-01-08 PM PHILIP MORRIS INTL INC40.2K shares-0.41%2025-12-312026-01-08 BND VANGUARD BD INDEX FDS85.4K shares-0.02%2025-12-312026-01-08 PEP PEPSICO INC42.0K shares-0.23%2025-12-312026-01-08 CAT CATERPILLAR INC10.0K shares-3.74%2025-12-312026-01-08 IWB ISHARES TR14.9K shares2.13%2025-12-312026-01-08 IWR ISHARES TR57.6K shares-2.97%2025-12-312026-01-08 IBMO ISHARES TR215.5K shares27.70%2025-12-312026-01-08 XLP SELECT SECTOR SPDR TR71.1K shares4.44%2025-12-312026-01-08 VTV VANGUARD INDEX FDS27.6K shares1.04%2025-12-312026-01-08 FITB FIFTH THIRD BANCORP112.3K shares2.21%2025-12-312026-01-08 EMR EMERSON ELEC CO39.6K shares-0.73%2025-12-312026-01-08 CVX CHEVRON CORP NEW33.9K shares-10.01%2025-12-312026-01-08 XLV SELECT SECTOR SPDR TR32.6K shares-3.22%2025-12-312026-01-08 COST COSTCO WHSL CORP NEW5.8K shares1.96%2025-12-312026-01-08 AXP AMERICAN EXPRESS CO13.2K shares1.05%2025-12-312026-01-08 IBMP ISHARES TR183.1K shares25.62%2025-12-312026-01-08 ORCL ORACLE CORP23.8K shares0.79%2025-12-312026-01-08 Z ZILLOW GROUP INC66.7K shares-0.02%2025-12-312026-01-08 AGG ISHARES TR44.4K shares2.49%2025-12-312026-01-08 VUG VANGUARD INDEX FDS9.0K shares-1.84%2025-12-312026-01-08 IEFA ISHARES TR48.8K shares-0.41%2025-12-312026-01-08 AZN ASTRAZENECA PLC47.1K shares0.67%2025-12-312026-01-08 MO ALTRIA GROUP INC68.8K shares-1.58%2025-12-312026-01-08 VHT VANGUARD WORLD FD13.6K shares-5.06%2025-12-312026-01-08 BAC BANK AMERICA CORP70.3K shares-2.22%2025-12-312026-01-08 QCOM QUALCOMM INC22.5K shares-0.78%2025-12-312026-01-08 PGR PROGRESSIVE CORP16.9K shares1.09%2025-12-312026-01-08 NEE NEXTERA ENERGY INC46.5K shares-1.97%2025-12-312026-01-08 IBMQ ISHARES TR146.0K shares41.87%2025-12-312026-01-08 TJX TJX COS INC NEW23.9K shares2.32%2025-12-312026-01-08 CSCO CISCO SYS INC47.6K shares0.49%2025-12-312026-01-08 GILD GILEAD SCIENCES INC29.6K shares0.24%2025-12-312026-01-08 ED CONSOLIDATED EDISON INC36.5K shares2.28%2025-12-312026-01-08 IWM ISHARES TR14.6K shares0.26%2025-12-312026-01-08 TXN TEXAS INSTRS INC20.4K shares7.57%2025-12-312026-01-08 SLV ISHARES SILVER TR54.4K shares-0.57%2025-12-312026-01-08 KMI KINDER MORGAN INC DEL126.0K shares5.98%2025-12-312026-01-08 SYK STRYKER CORPORATION9.8K shares4.47%2025-12-312026-01-08 IVV ISHARES TR4.8K shares-11.45%2025-12-312026-01-08 VIGI VANGUARD WHITEHALL FDS36.1K shares5.21%2025-12-312026-01-08 WRB BERKLEY W R CORP46.8K shares0.02%2025-12-312026-01-08 WFC WELLS FARGO CO NEW33.8K shares4.86%2025-12-312026-01-08 LOW LOWES COS INC12.6K shares-0.13%2025-12-312026-01-08 WELL WELLTOWER INC16.2K shares4.28%2025-12-312026-01-08 ABT ABBOTT LABS23.8K shares-2.10%2025-12-312026-01-08 WMB WILLIAMS COS INC49.3K shares1.02%2025-12-312026-01-08 TMO THERMO FISHER SCIENTIFIC INC5.0K shares-3.40%2025-12-312026-01-08 WCN WASTE CONNECTIONS INC15.9K shares4.89%2025-12-312026-01-08 DLR DIGITAL RLTY TR INC17.6K shares3.89%2025-12-312026-01-08 ZG ZILLOW GROUP INC39.3K shares0.00%2025-12-312026-01-08 HCA HCA HEALTHCARE INC5.6K shares-1.39%2025-12-312026-01-08 AEP AMERICAN ELEC PWR CO INC22.7K shares-0.07%2025-12-312026-01-08 MU MICRON TECHNOLOGY INC8.9K shares-7.79%2025-12-312026-01-08 XEL XCEL ENERGY INC34.4K shares4.45%2025-12-312026-01-08 VO VANGUARD INDEX FDS8.7K shares-3.49%2025-12-312026-01-08 KMB KIMBERLY-CLARK CORP24.7K shares-6.95%2025-12-312026-01-08 ADP AUTOMATIC DATA PROCESSING IN9.7K shares-1.10%2025-12-312026-01-08 IGSB ISHARES TR45.6K shares-0.03%2025-12-312026-01-08 ITW ILLINOIS TOOL WKS INC9.0K shares0.22%2025-12-312026-01-08 VOE VANGUARD INDEX FDS12.4K shares-4.96%2025-12-312026-01-08 DNP DNP SELECT INCOME FD INC216.1K shares-2.75%2025-12-312026-01-08 VOOG VANGUARD ADMIRAL FDS INC4.8K shares4.98%2025-12-312026-01-08 NOBL PROSHARES TR20.4K shares-1.26%2025-12-312026-01-08 ISTB ISHARES TR42.4K shares-5.97%2025-12-312026-01-08 PANW PALO ALTO NETWORKS INC10.4K shares2.80%2025-12-312026-01-08 IBMR ISHARES TR74.0K shares9.26%2025-12-312026-01-08 REGN REGENERON PHARMACEUTICALS2.4K shares1.17%2025-12-312026-01-08 VZ VERIZON COMMUNICATIONS INC45.9K shares-8.85%2025-12-312026-01-08 IBKR INTERACTIVE BROKERS GROUP IN28.9K shares5.00%2025-12-312026-01-08 DE DEERE & CO4.0K shares-0.58%2025-12-312026-01-08 PFF ISHARES TR58.3K shares-7.58%2025-12-312026-01-08 VRTX VERTEX PHARMACEUTICALS INC3.9K shares6.64%2025-12-312026-01-08 WM WASTE MGMT INC DEL8.0K shares-3.20%2025-12-312026-01-08 WDAY WORKDAY INC8.1K shares3.26%2025-12-312026-01-08 BYRN BYRNA TECHNOLOGIES INC102.6K shares0.00%2025-12-312026-01-08 IVW ISHARES TR13.9K shares0.00%2025-12-312026-01-08 LMT LOCKHEED MARTIN CORP3.5K shares-1.70%2025-12-312026-01-08 AMD ADVANCED MICRO DEVICES INC7.9K shares0.13%2025-12-312026-01-08 IWD ISHARES TR8.0K shares-0.87%2025-12-312026-01-08 GIS GENERAL MLS INC35.9K shares-11.16%2025-12-312026-01-08 VRT VERTIV HOLDINGS CO10.1K shares-4.62%2025-12-312026-01-08 UNH UNITEDHEALTH GROUP INC4.8K shares-3.81%2025-12-312026-01-08 CRM SALESFORCE INC6.0K shares1.48%2025-12-312026-01-08 NFLX NETFLIX INC16.8K shares844.36%2025-12-312026-01-08 MDLZ MONDELEZ INTL INC28.9K shares-1.51%2025-12-312026-01-08 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-08 JAZZ JAZZ PHARMACEUTICALS PLC8.8K shares-5.39%2025-12-312026-01-08 ISRG INTUITIVE SURGICAL INC2.6K shares-0.87%2025-12-312026-01-08 BUFF INNOVATOR ETFS TRUST29.7K shares0.00%2025-12-312026-01-08 PFE PFIZER INC57.4K shares-37.71%2025-12-312026-01-08 DVY ISHARES TR10.1K shares0.04%2025-12-312026-01-08 COWZ PACER FDS TR23.5K shares-36.61%2025-12-312026-01-08 NSC NORFOLK SOUTHN CORP4.9K shares-0.51%2025-12-312026-01-08 GS GOLDMAN SACHS GROUP INC1.6K shares0.00%2025-12-312026-01-08 HON HONEYWELL INTL INC7.0K shares-5.75%2025-12-312026-01-08 VCR VANGUARD WORLD FD3.5K shares-4.49%2025-12-312026-01-08 SHOP SHOPIFY INC8.4K shares-0.72%2025-12-312026-01-08 TMFC RBB FD INC18.5K shares3.98%2025-12-312026-01-08 DIS DISNEY WALT CO11.6K shares-2.35%2025-12-312026-01-08 NXPI NXP SEMICONDUCTORS N V6.0K shares12.22%2025-12-312026-01-08 IEF ISHARES TR13.5K shares0.00%2025-12-312026-01-08 TSM TAIWAN SEMICONDUCTOR MFG LTD4.2K shares-12.75%2025-12-312026-01-08 JIRE J P MORGAN EXCHANGE TRADED F17.0K shares272.86%2025-12-312026-01-08 AMAT APPLIED MATLS INC4.9K shares0.31%2025-12-312026-01-08 EFX EQUIFAX INC5.7K shares39.92%2025-12-312026-01-08 GE AEROSPACE GE AEROSPACE3.9K shares-5.30%2025-12-312026-01-08 ZTS ZOETIS INC9.4K shares0.59%2025-12-312026-01-08 VWO VANGUARD INTL EQUITY INDEX F21.8K shares2.95%2025-12-312026-01-08 IBIT ISHARES BITCOIN TRUST ETF22.8K shares-10.18%2025-12-312026-01-08 FCX FREEPORT-MCMORAN INC22.2K shares-5.55%2025-12-312026-01-08 PAYX PAYCHEX INC10.0K shares1.67%2025-12-312026-01-08 SMH VANECK ETF TRUST3.1K shares-10.80%2025-12-312026-01-08 POCT INNOVATOR ETFS TRUST24.9K shares32.25%2025-12-312026-01-08 PEG PUBLIC SVC ENTERPRISE GRP IN13.3K shares-2.68%2025-12-312026-01-08 EQIX EQUINIX INC1.4K shares-22.23%2025-12-312026-01-08 INTC INTEL CORP28.7K shares-0.34%2025-12-312026-01-08 MS MORGAN STANLEY6.0K shares2.91%2025-12-312026-01-08 NOC NORTHROP GRUMMAN CORP1.9K shares-1.12%2025-12-312026-01-08 NOW SERVICENOW INC6.9K shares384.84%2025-12-312026-01-08 DASH DOORDASH INC4.6K shares9.18%2025-12-312026-01-08 IWS ISHARES TR7.3K shares0.00%2025-12-312026-01-08 IWP ISHARES TR7.4K shares-0.08%2025-12-312026-01-08 IBMS ISHARES TR38.3K shares20.72%2025-12-312026-01-08 AIRR FIRST TR EXCHANGE TRADED FD10.1K shares30.87%2025-12-312026-01-08 USMV ISHARES TR10.3K shares-0.93%2025-12-312026-01-08 CMCSA COMCAST CORP NEW32.3K shares-19.15%2025-12-312026-01-08 IBB ISHARES TR5.7K shares-9.03%2025-12-312026-01-08 VEA VANGUARD TAX-MANAGED FDS15.4K shares0.00%2025-12-312026-01-08 CSX CSX CORP26.5K shares-0.07%2025-12-312026-01-08 KLAC KLA CORP789 shares-10.14%2025-12-312026-01-08 MMM 3M CO5.8K shares-0.33%2025-12-312026-01-08 DHR DANAHER CORPORATION4.0K shares6.77%2025-12-312026-01-08 IJR ISHARES TR7.6K shares-0.65%2025-12-312026-01-08 UNP UNION PAC CORP3.9K shares-1.28%2025-12-312026-01-08 VEU VANGUARD INTL EQUITY INDEX F12.4K shares-12.03%2025-12-312026-01-08 MCO MOODYS CORP1.7K shares-0.12%2025-12-312026-01-08 MA MASTERCARD INCORPORATED1.5K shares-4.13%2025-12-312026-01-08 PHYS SPROTT ASSET MANAGEMENT LP26.0K shares30.53%2025-12-312026-01-08 CCC CCC INTELLIGENT SOLUTIONS HL105.0K shares0.00%2025-12-312026-01-08 FDL FIRST TR EXCHANGE-TRADED FD18.8K shares-4.51%2025-12-312026-01-08 SHY ISHARES TR9.9K shares0.00%2025-12-312026-01-08 PRK PARK NATL CORP5.4K shares0.00%2025-12-312026-01-08 MUB ISHARES TR7.6K shares-0.12%2025-12-312026-01-08 RACE FERRARI N V2.2K shares-1.40%2025-12-312026-01-08 DFUV DIMENSIONAL ETF TRUST17.2K shares0.00%2025-12-312026-01-08 CL COLGATE PALMOLIVE CO10.1K shares13.57%2025-12-312026-01-08 LCTU BLACKROCK ETF TRUST10.8K shares-0.11%2025-12-312026-01-08 IGM ISHARES TR6.2K shares0.02%2025-12-312026-01-08 ASML ASML HOLDING N V739 shares-17.61%2025-12-312026-01-08 HSY HERSHEY CO4.3K shares0.09%2025-12-312026-01-08 APD AIR PRODS & CHEMS INC3.2K shares2.43%2025-12-312026-01-08 ET ENERGY TRANSFER L P46.6K shares0.18%2025-12-312026-01-08 IWO ISHARES TR2.4K shares-0.96%2025-12-312026-01-08 FIX COMFORT SYS USA INC803 shares-14.39%2025-12-312026-01-08 NBIX NEUROCRINE BIOSCIENCES INC5.2K shares0.52%2025-12-312026-01-08 TPG TPG INC11.6K shares-1.17%2025-12-312026-01-08 IJH ISHARES TR11.0K shares-0.10%2025-12-312026-01-08 TFC TRUIST FINL CORP14.8K shares-47.53%2025-12-312026-01-08 GPN GLOBAL PMTS INC9.3K shares-0.18%2025-12-312026-01-08 EFA ISHARES TR7.5K shares0.16%2025-12-312026-01-08 PNC PNC FINL SVCS GROUP INC3.4K shares0.00%2025-12-312026-01-08 DFUS DIMENSIONAL ETF TRUST9.5K shares0.07%2025-12-312026-01-08 HDV ISHARES TR5.8K shares-24.06%2025-12-312026-01-08 IVOO VANGUARD ADMIRAL FDS INC6.2K shares-5.83%2025-12-312026-01-08 FTEC FIDELITY COVINGTON TRUST3.1K shares-7.53%2025-12-312026-01-08 SPG SIMON PPTY GROUP INC NEW3.7K shares0.05%2025-12-312026-01-08 AON PLC AON PLC1.9K shares1.52%2025-12-312026-01-08 CRWD CROWDSTRIKE HLDGS INC1.4K shares-0.21%2025-12-312026-01-08 GEV GE VERNOVA INC1.0K shares-6.59%2025-12-312026-01-08 VFLO VICTORY PORTFOLIOS II17.0K shares23.19%2025-12-312026-01-08 FSS FEDERAL SIGNAL CORP6.1K shares-0.15%2025-12-312026-01-08 TRV TRAVELERS COMPANIES INC2.2K shares-8.74%2025-12-312026-01-08 MAR MARRIOTT INTL INC NEW2.1K shares-0.10%2025-12-312026-01-08 CB CHUBB LIMITED2.0K shares0.90%2025-12-312026-01-08 DEO DIAGEO PLC7.3K shares-20.63%2025-12-312026-01-08 COF CAPITAL ONE FINL CORP2.6K shares-4.33%2025-12-312026-01-08 USB US BANCORP DEL11.6K shares-1.43%2025-12-312026-01-08 XLE SELECT SECTOR SPDR TR13.7K shares99.10%2025-12-312026-01-08 BGRN ISHARES TR12.8K shares-0.08%2025-12-312026-01-08 MTUM ISHARES TR2.4K shares37.36%2025-12-312026-01-08 IWN ISHARES TR3.4K shares0.03%2025-12-312026-01-08 CME CME GROUP INC2.2K shares-1.86%2025-12-312026-01-08 T AT&T INC24.2K shares-16.42%2025-12-312026-01-08 COP CONOCOPHILLIPS6.4K shares51.11%2025-12-312026-01-08 SLB SLB LIMITED15.6K shares7.70%2025-12-312026-01-08 LINDE PLC LINDE PLC1.4K shares-11.54%2025-12-312026-01-08 CW CURTISS WRIGHT CORP1.0K shares-1.18%2025-12-312026-01-08 GLW CORNING INC6.3K shares-5.51%2025-12-312026-01-08 LNC LINCOLN NATL CORP IND12.2K shares-4.49%2025-12-312026-01-08 USLM UNITED STS LIME & MINERALS I4.5K shares0.00%2025-12-312026-01-08 CARR CARRIER GLOBAL CORPORATION10.1K shares2.64%2025-12-312026-01-08 XLF SELECT SECTOR SPDR TR9.8K shares-2.01%2025-12-312026-01-08 PPL PPL CORP15.1K shares-2.13%2025-12-312026-01-08 GLDM WORLD GOLD TR6.1K shares0.00%2025-12-312026-01-08 MOAT VANECK ETF TRUST4.9K shares-10.68%2025-12-312026-01-08 UTG REAVES UTIL INCOME FD13.7K shares-2.57%2025-12-312026-01-08 CMI CUMMINS INC981 shares2.08%2025-12-312026-01-08 INTU INTUIT755 shares-16.02%2025-12-312026-01-08 SUSA ISHARES TR3.5K shares0.03%2025-12-312026-01-08 BDX BECTON DICKINSON & CO2.5K shares0.80%2025-12-312026-01-08 CEG CONSTELLATION ENERGY CORP1.4K shares-0.44%2025-12-312026-01-08 EAGG ISHARES TR10.0K shares-0.48%2025-12-312026-01-08 F FORD MTR CO36.4K shares10.64%2025-12-312026-01-08 USXF ISHARES TR8.2K shares0.00%2025-12-312026-01-08 XLC SELECT SECTOR SPDR TR4.0K shares-0.08%2025-12-312026-01-08 BTI BRITISH AMERN TOB PLC8.2K shares-0.55%2025-12-312026-01-08 NUBD NUSHARES ETF TR20.4K shares0.00%2025-12-312026-01-08 TSCO TRACTOR SUPPLY CO9.1K shares-5.85%2025-12-312026-01-08 AZO AUTOZONE INC134 shares0.00%2025-12-312026-01-08 O REALTY INCOME CORP8.0K shares5.10%2025-12-312026-01-08 WWD WOODWARD INC1.5K shares-0.27%2025-12-312026-01-08 PSEP INNOVATOR ETFS TRUST10.2K shares-11.72%2025-12-312026-01-08 MET METLIFE INC5.7K shares4.16%2025-12-312026-01-08 UNILEVER PLC UNILEVER PLC6.7K sharesnew addition2025-12-312026-01-08 CAH CARDINAL HEALTH INC2.1K shares2.78%2025-12-312026-01-08 PAPR INNOVATOR ETFS TRUST11.2K shares-5.00%2025-12-312026-01-08 PAUG INNOVATOR ETFS TRUST10.1K shares0.00%2025-12-312026-01-08 TGT TARGET CORP4.5K shares36.30%2025-12-312026-01-08 OKE ONEOK INC NEW6.0K shares-31.84%2025-12-312026-01-08 BMRN BIOMARIN PHARMACEUTICAL INC7.3K sharesnew addition2025-12-312026-01-08 DRI DARDEN RESTAURANTS INC2.3K shares-4.30%2025-12-312026-01-08 ICE INTERCONTINENTAL EXCHANGE IN2.6K shares2.76%2025-12-312026-01-08 CCL CARNIVAL CORP14.0K shares-0.14%2025-12-312026-01-08 HAS HASBRO INC5.2K shares-0.12%2025-12-312026-01-08 FDX FEDEX CORP1.5K shares4.25%2025-12-312026-01-08 RSG REPUBLIC SVCS INC2.0K shares0.87%2025-12-312026-01-08 TDV PROSHARES TR4.8K shares-3.68%2025-12-312026-01-08 BK BANK NEW YORK MELLON CORP3.6K shares4.03%2025-12-312026-01-08 VB VANGUARD INDEX FDS1.6K shares-10.07%2025-12-312026-01-08 PLTR PALANTIR TECHNOLOGIES INC2.3K shares1.67%2025-12-312026-01-08 SLF SUN LIFE FINANCIAL INC.6.4K shares-3.36%2025-12-312026-01-08 HII HUNTINGTON INGALLS INDS INC1.2K shares0.34%2025-12-312026-01-08 EW EDWARDS LIFESCIENCES CORP4.7K shares-5.66%2025-12-312026-01-08 VCLT VANGUARD SCOTTSDALE FDS5.2K shares0.00%2025-12-312026-01-08 NKE NIKE INC6.2K shares-2.40%2025-12-312026-01-08 SYY SYSCO CORP5.3K shares-1.46%2025-12-312026-01-08 NVS NOVARTIS AG2.8K shares-9.48%2025-12-312026-01-08 ALL ALLSTATE CORP1.9K shares20.85%2025-12-312026-01-08 KRYS KRYSTAL BIOTECH INC1.6K shares-21.17%2025-12-312026-01-08 VCSH VANGUARD SCOTTSDALE FDS4.9K shares-0.31%2025-12-312026-01-08 CRH PLC CRH PLC3.1K shares0.00%2025-12-312026-01-08 VXUS VANGUARD STAR FDS5.0K shares12.99%2025-12-312026-01-08 IXN ISHARES TR3.5K shares0.00%2025-12-312026-01-08 GPC GENUINE PARTS CO3.0K shares-5.86%2025-12-312026-01-08 OTIS OTIS WORLDWIDE CORP4.1K shares5.34%2025-12-312026-01-08 ITOT ISHARES TR2.4K shares0.00%2025-12-312026-01-08 VBK VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-08 ELV ELEVANCE HEALTH INC FORMERLY1.0K shares2.95%2025-12-312026-01-08 AEM AGNICO EAGLE MINES LTD2.1K shares0.00%2025-12-312026-01-08 IHI ISHARES TR5.7K shares-2.14%2025-12-312026-01-08 SCHW SCHWAB CHARLES CORP3.5K shares-2.97%2025-12-312026-01-08 DSI ISHARES TR2.7K shares0.00%2025-12-312026-01-08 PSX PHILLIPS 662.7K shares0.00%2025-12-312026-01-08 TRGP TARGA RES CORP1.9K shares0.11%2025-12-312026-01-08 DDOG DATADOG INC2.5K shares2.26%2025-12-312026-01-08 BR BROADRIDGE FINL SOLUTIONS IN1.5K shares0.00%2025-12-312026-01-08 YUM YUM BRANDS INC2.3K shares-7.48%2025-12-312026-01-08 PFG PRINCIPAL FINANCIAL GROUP IN3.9K shares-18.97%2025-12-312026-01-08 CDNS CADENCE DESIGN SYSTEM INC1.1K shares-0.46%2025-12-312026-01-08 VMC VULCAN MATLS CO1.2K shares0.00%2025-12-312026-01-08 CEF SPROTT ASSET MANAGEMENT LP7.4K shares0.00%2025-12-312026-01-08 ESGU ISHARES TR2.3K shares0.00%2025-12-312026-01-08 SHLD GLOBAL X FDS5.2K shares0.00%2025-12-312026-01-08 TD TORONTO DOMINION BK ONT3.5K shares0.00%2025-12-312026-01-08 MCK MCKESSON CORP405 shares0.75%2025-12-312026-01-08 IQV IQVIA HLDGS INC1.5K shares-16.44%2025-12-312026-01-08 PWV INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2025-12-312026-01-08 UBER UBER TECHNOLOGIES INC3.9K shares2.61%2025-12-312026-01-08 ESGV VANGUARD WORLD FD2.7K shares0.00%2025-12-312026-01-08 IEMG ISHARES INC4.7K shares-9.89%2025-12-312026-01-08 SJM SMUCKER J M CO3.2K shares-10.36%2025-12-312026-01-08 MTB M & T BK CORP1.5K shares0.00%2025-12-312026-01-08 IOCT INNOVATOR ETFS TRUST8.7K sharesnew addition2025-12-312026-01-08 PDEC INNOVATOR ETFS TRUST7.0K shares6.13%2025-12-312026-01-08 MAIN MAIN STR CAP CORP5.0K shares-20.82%2025-12-312026-01-08 BKNG BOOKING HOLDINGS INC56 shares-8.20%2025-12-312026-01-08 NOCT INNOVATOR ETFS TRUST5.2K sharesnew addition2025-12-312026-01-08 VDE VANGUARD WORLD FD2.4K shares11.89%2025-12-312026-01-08 FHI FEDERATED HERMES INC5.7K shares-3.74%2025-12-312026-01-08 APP APPLOVIN CORP433 shares0.93%2025-12-312026-01-08 AMT AMERICAN TOWER CORP NEW1.6K shares-3.05%2025-12-312026-01-08 MSA MSA SAFETY INC1.7K shares0.00%2025-12-312026-01-08 ALB ALBEMARLE CORP1.9K sharesnew addition2025-12-312026-01-08 HUM HUMANA INC1.1K shares3.52%2025-12-312026-01-08 RDIV INVESCO EXCH TRADED FD TR II5.1K sharesnew addition2025-12-312026-01-08 AYI ACUITY INC735 shares0.00%2025-12-312026-01-08 DTM DT MIDSTREAM INC2.2K shares0.00%2025-12-312026-01-08 TER TERADYNE INC1.4K sharesnew addition2025-12-312026-01-08 SPGI S&P GLOBAL INC496 shares-23.10%2025-12-312026-01-08 BA BOEING CO1.2K shares-11.00%2025-12-312026-01-08 CVS CVS HEALTH CORP3.3K shares2.65%2025-12-312026-01-08 SRE SEMPRA2.9K shares0.00%2025-12-312026-01-08 SNV SYNOVUS FINL CORP5.1K shares0.00%2025-12-312026-01-08 HACK AMPLIFY ETF TR3.1K shares0.00%2025-12-312026-01-08 ARGX ARGENX SE300 shares-24.24%2025-12-312026-01-08 ADI ANALOG DEVICES INC930 shares-0.32%2025-12-312026-01-08 CGDV CAPITAL GROUP DIVIDEND VALUE5.8K shares0.00%2025-12-312026-01-08 XMHQ INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2025-12-312026-01-08 UPS UNITED PARCEL SERVICE INC2.5K shares-8.66%2025-12-312026-01-08 LNT ALLIANT ENERGY CORP3.8K shares0.00%2025-12-312026-01-08 ZSEP INNOVATOR ETFS TRUST9.3K shares0.00%2025-12-312026-01-08 ADPV SERIES PORTFOLIOS TR5.7K sharesnew addition2025-12-312026-01-08 VLO VALERO ENERGY CORP1.5K shares0.13%2025-12-312026-01-08 HWM HOWMET AEROSPACE INC1.2K shares-6.76%2025-12-312026-01-08 WSO WATSCO INC709 shares1.58%2025-12-312026-01-08 ATR APTARGROUP INC1.9K shares7.68%2025-12-312026-01-08 VBR VANGUARD INDEX FDS1.1K shares2.95%2025-12-312026-01-08 DHI D R HORTON INC1.6K shares-16.14%2025-12-312026-01-08 EQR EQUITY RESIDENTIAL3.7K shares-1.61%2025-12-312026-01-08 ENB ENBRIDGE INC4.8K shares-6.29%2025-12-312026-01-08 FROG JFROG LTD3.7K sharesnew addition2025-12-312026-01-08 XAR SPDR SERIES TRUST950 sharesnew addition2025-12-312026-01-08 CTAS CINTAS CORP1.2K shares-3.19%2025-12-312026-01-08 XLY SELECT SECTOR SPDR TR1.9K shares99.89%2025-12-312026-01-08 SFLR INNOVATOR ETFS TRUST6.0K shares-7.82%2025-12-312026-01-08 SPOT SPOTIFY TECHNOLOGY S A379 shares-5.72%2025-12-312026-01-08 FPE FIRST TR EXCH TRADED FD III12.0K shares-17.53%2025-12-312026-01-08 DFAS DIMENSIONAL ETF TRUST3.1K shares0.13%2025-12-312026-01-08 NTRS NORTHERN TR CORP1.6K shares-3.82%2025-12-312026-01-08 MPC MARATHON PETE CORP1.3K shares0.77%2025-12-312026-01-08 MMC MARSH & MCLENNAN COS INC1.1K sharesnew addition2025-12-312026-01-08 AWK AMERICAN WTR WKS CO INC NEW1.6K shares-2.65%2025-12-312026-01-08 CFG CITIZENS FINL GROUP INC3.6K sharesnew addition2025-12-312026-01-08 DG DOLLAR GEN CORP NEW1.5K sharesnew addition2025-12-312026-01-08 ZBH ZIMMER BIOMET HOLDINGS INC2.3K shares-50.39%2025-12-312026-01-08 HP INC HP INC9.1K shares-6.67%2025-12-312026-01-08 VTWO VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2025-12-312026-01-08 IBDZ ISHARES TR7.6K sharesnew addition2025-12-312026-01-08 IBDY ISHARES TR7.7K sharesnew addition2025-12-312026-01-08 ORLY OREILLY AUTOMOTIVE INC2.2K shares0.00%2025-12-312026-01-08 APH AMPHENOL CORP NEW1.5K sharesnew addition2025-12-312026-01-08 FTI TECHNIPFMC PLC4.5K sharesnew addition2025-12-312026-01-08 STLA STELLANTIS N.V15.5K shares0.00%2025-12-312026-01-08 NZF NUVEEN MUNICIPAL CREDIT INC12.5K shares0.00%2025-12-312026-01-08 PCN PIMCO CORPORATE & INCM STRG12.1K shares0.00%2025-12-312026-01-08 CALC CALCIMEDICA INC20.1K shares0.00%2025-12-312026-01-08 BTZ BLACKROCK CR ALLOCATION INCO11.0K shares-21.47%2025-12-312026-01-08 BFLY BUTTERFLY NETWORK INC16.0K shares0.00%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available