The Analysis of TRANSCEND CAPITAL ADVISORS, LLC's Holdings

Currently, TRANSCEND CAPITAL ADVISORS, LLC holds 681 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in BIZD (+1.1M shares, valued at $15.4M), NFLX (+23.5K shares, valued at $2.2M), BRO (+24.7K shares, valued at $2.0M); decreased their positions in GLD (-92.7K shares, valued at $36.7M), OBDC (-1.1M shares, valued at $14.1M), N/A (-20.4K shares, valued at $6.4M); initiated new positions in BIZD (+1.1M shares, valued at $15.4M), SMIG (+46.5K shares, valued at $1.3M), CHYM (+51.1K shares, valued at $1.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM412.6K shares-4.87%2025-12-312026-01-23

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW86.4K shares-0.19%2025-12-312026-01-23

MSFT MICROSOFT CORP COM73.3K shares-12.51%2025-12-312026-01-23

MERCK & CO INC COM MERCK & CO INC COM261.4K shares-2.65%2025-12-312026-01-23

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF252.2K shares1.37%2025-12-312026-01-23

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I38.1K shares0.95%2025-12-312026-01-23

NVDA NVIDIA CORPORATION COM121.8K shares-21.17%2025-12-312026-01-23

AMZN AMAZON COM INC COM94.7K shares-6.35%2025-12-312026-01-23

Sponsored

IBM INTERNATIONAL BUSINESS MACHS COM58.6K shares-3.60%2025-12-312026-01-23

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A54.1K shares-0.19%2025-12-312026-01-23

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF117.9K shares-5.58%2025-12-312026-01-23

BIZD VANECK BDC INCOME ETF1.1M sharesnew addition2025-12-312026-01-23

OWL BLUE OWL CAPITAL INC COM CL A1.0M shares-6.40%2025-12-312026-01-23

OBDC BLUE OWL CAPITAL CORPORATION COM1.2M shares-48.62%2025-12-312026-01-23

SPY SPDR S&P 500 ETF TRUST21.7K shares-10.28%2025-12-312026-01-23

JPM JPMORGAN CHASE & CO. COM45.7K shares-9.92%2025-12-312026-01-23

Sponsored

SPGI S&P GLOBAL INC COM27.8K shares0.40%2025-12-312026-01-23

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C39.5K shares-34.09%2025-12-312026-01-23

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR368.0K shares5.73%2025-12-312026-01-23

FSK FS KKR CAP CORP COM796.3K shares-19.04%2025-12-312026-01-23

BROADCOM INC COM BROADCOM INC COM32.9K shares-2.51%2025-12-312026-01-23

VIG VANGUARD DIVIDEND APPRECIATION ETF50.4K shares-15.92%2025-12-312026-01-23

META META PLATFORMS INC CL A16.4K shares-4.11%2025-12-312026-01-23

VV VANGUARD LARGE-CAP ETF33.4K shares-0.53%2025-12-312026-01-23

Sponsored

XOM EXXON MOBIL CORP COM84.3K shares-3.67%2025-12-312026-01-23

LLY ELI LILLY & CO COM9.3K shares-16.94%2025-12-312026-01-23

BRK.A BERKSHIRE HATHAWAY INC DEL CL A13 shares0.00%2025-12-312026-01-23

TSLA TESLA INC COM20.4K shares0.96%2025-12-312026-01-23

JNJ JOHNSON & JOHNSON COM43.9K shares-20.69%2025-12-312026-01-23

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF14.3K shares-3.53%2025-12-312026-01-23

HD HOME DEPOT INC COM23.5K shares-8.65%2025-12-312026-01-23

ALERIAN MLP ETF ALERIAN MLP ETF170.2K shares24.30%2025-12-312026-01-23

Sponsored

GLD SPDR GOLD SHARES19.7K shares-82.45%2025-12-312026-01-23

IVV ISHARES CORE S&P 500 ETF11.4K shares-36.84%2025-12-312026-01-23

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF70.6K shares-0.69%2025-12-312026-01-23

ORCL ORACLE CORP COM36.6K shares-5.11%2025-12-312026-01-23

ABBV ABBVIE INC COM29.4K shares-10.16%2025-12-312026-01-23

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF168.0K shares-2.35%2025-12-312026-01-23

BLACKSTONE INC COM BLACKSTONE INC COM43.1K shares-16.30%2025-12-312026-01-23

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF46.0K shares8.82%2025-12-312026-01-23

Sponsored

TCPC BLACKROCK TCP CAPITAL CORP COM1.2M shares-4.15%2025-12-312026-01-23

IEI ISHARES 3-7 YEAR TREASURY BOND ETF50.8K shares-24.59%2025-12-312026-01-23

V VISA INC COM CL A17.0K shares-45.50%2025-12-312026-01-23

BGB BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN454.4K shares-15.78%2025-12-312026-01-23

IJH ISHARES CORE S&P MID-CAP ETF78.4K shares1.61%2025-12-312026-01-23

VTV VANGUARD VALUE ETF27.1K shares-18.44%2025-12-312026-01-23

IJR ISHARES CORE S&P SMALL CAP ETF40.3K shares26.33%2025-12-312026-01-23

IEFA ISHARES CORE MSCI EAFE ETF54.1K shares-1.20%2025-12-312026-01-23

Sponsored

XLG INVESCO S&P 500 TOP 50 ETF80.1K shares-1.35%2025-12-312026-01-23

MS MORGAN STANLEY COM NEW25.8K shares8.08%2025-12-312026-01-23

IBIT ISHARES BITCOIN TRUST ETF90.1K shares-11.72%2025-12-312026-01-23

VTI VANGUARD TOTAL STOCK MARKET ETF13.2K shares-55.58%2025-12-312026-01-23

WFC WELLS FARGO CO NEW COM45.3K shares-3.47%2025-12-312026-01-23

COF CAPITAL ONE FINL CORP COM17.4K shares7.65%2025-12-312026-01-23

SOXX ISHARES SEMICONDUCTOR ETF13.9K shares1.01%2025-12-312026-01-23

WMT WALMART INC COM37.0K shares-9.74%2025-12-312026-01-23

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF5.4K shares-14.58%2025-12-312026-01-23

GWW WW GRAINGER INC COM4.0K shares-0.18%2025-12-312026-01-23

AGNC AGNC INVT CORP COM366.8K shares-30.39%2025-12-312026-01-23

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF71.7K shares-41.78%2025-12-312026-01-23

VUG VANGUARD GROWTH ETF8.0K shares-20.38%2025-12-312026-01-23

TJX TJX COS INC NEW COM25.2K shares-8.36%2025-12-312026-01-23

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF102.0K shares-1.62%2025-12-312026-01-23

NMFC NEW MTN FIN CORP COM420.5K shares-41.25%2025-12-312026-01-23

Sponsored

GSBD GOLDMAN SACHS BDC INC SHS399.9K shares-2.92%2025-12-312026-01-23

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK137.9K shares-7.89%2025-12-312026-01-23

CENCORA INC COM CENCORA INC COM10.8K shares-18.75%2025-12-312026-01-23

XBI STATE STREET SPDR S&P BIOTECH ETF29.5K shares-13.29%2025-12-312026-01-23

IVW ISHARES S&P 500 GROWTH ETF29.0K shares-19.89%2025-12-312026-01-23

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF18.6K shares34.41%2025-12-312026-01-23

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF53.0K shares-8.73%2025-12-312026-01-23

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF43.7K shares-19.64%2025-12-312026-01-23

Sponsored

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF77.5K shares89.80%2025-12-312026-01-23

WINN HARBOR LONG-TERM GROWERS ETF110.9K shares-1.54%2025-12-312026-01-23

ADP AUTOMATIC DATA PROCESSING INC COM13.2K shares-14.01%2025-12-312026-01-23

MA MASTERCARD INCORPORATED CL A5.9K shares-17.25%2025-12-312026-01-23

IUSG ISHARES CORE S&P U.S. GROWTH ETF19.5K shares7.22%2025-12-312026-01-23

CVX CHEVRON CORP NEW COM21.3K shares-20.21%2025-12-312026-01-23

UNP UNION PAC CORP COM13.8K shares5.18%2025-12-312026-01-23

GE AEROSPACE COM NEW GE AEROSPACE COM NEW10.3K shares-3.57%2025-12-312026-01-23

Sponsored

DIS DISNEY WALT CO COM27.4K shares-15.09%2025-12-312026-01-23

MU MICRON TECHNOLOGY INC COM10.9K shares-6.41%2025-12-312026-01-23

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS13.6K shares-7.96%2025-12-312026-01-23

QUAL ISHARES MSCI USA QUALITY FACTOR ETF15.5K shares-32.57%2025-12-312026-01-23

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF26.0K shares-53.03%2025-12-312026-01-23

BMY BRISTOL-MYERS SQUIBB CO COM56.7K shares-4.82%2025-12-312026-01-23

PG PROCTER & GAMBLE CO COM21.0K shares-10.82%2025-12-312026-01-23

CHD CHURCH & DWIGHT CO INC COM35.8K shares-1.12%2025-12-312026-01-23

Sponsored

ICE INTERCONTINENTAL EXCHANGE INC COM18.4K shares1.91%2025-12-312026-01-23

DHR DANAHER CORPORATION COM13.0K shares-7.55%2025-12-312026-01-23

BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF108.0K shares11.49%2025-12-312026-01-23

BAC BANK AMERICA CORP COM53.5K shares-16.67%2025-12-312026-01-23

GDIV HARBOR DIVIDEND GROWTH LEADERS ETF175.9K shares-20.10%2025-12-312026-01-23

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST6.0K shares0.94%2025-12-312026-01-23

MCO MOODYS CORP COM5.6K shares-0.58%2025-12-312026-01-23

HOUS ANYWHERE REAL ESTATE INC COM200.2K shares0.00%2025-12-312026-01-23

Sponsored

TXN TEXAS INSTRS INC COM16.1K shares2.72%2025-12-312026-01-23

MEDTRONIC PLC SHS MEDTRONIC PLC SHS29.1K shares-2.66%2025-12-312026-01-23

MMC MARSH COM15.0K shares-12.48%2025-12-312026-01-23

DVY ISHARES SELECT DIVIDEND ETF18.7K shares-3.40%2025-12-312026-01-23

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF115.5K shares-2.53%2025-12-312026-01-23

IWF ISHARES RUSSELL 1000 GROWTH ETF5.5K shares-42.24%2025-12-312026-01-23

EATON CORP PLC SHS EATON CORP PLC SHS8.0K shares-28.54%2025-12-312026-01-23

IVE ISHARES S&P 500 VALUE ETF11.9K shares-4.80%2025-12-312026-01-23

Sponsored

NFLX NETFLIX INC. COM26.6K shares749.63%2025-12-312026-01-23

HON HONEYWELL INTL INC COM12.7K shares-16.51%2025-12-312026-01-23

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF16.0K shares-57.68%2025-12-312026-01-23

PPG PPG INDS INC COM23.8K shares3.76%2025-12-312026-01-23

SYK STRYKER CORPORATION COM6.9K shares-31.35%2025-12-312026-01-23

VO VANGUARD MID-CAP ETF8.4K shares-10.61%2025-12-312026-01-23

ASML ASML HOLDING N V N Y REGISTRY SHS2.2K shares-9.07%2025-12-312026-01-23

BRO BROWN & BROWN INC COM29.4K shares528.82%2025-12-312026-01-23

Sponsored

VFH VANGUARD FINANCIALS ETF17.1K shares-4.43%2025-12-312026-01-23

UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF90.9K shares2.02%2025-12-312026-01-23

GS GOLDMAN SACHS GROUP INC COM2.6K shares2.58%2025-12-312026-01-23

CB CHUBB LIMITED COM7.2K shares24.66%2025-12-312026-01-23

IBB ISHARES BIOTECHNOLOGY ETF13.4K shares29.50%2025-12-312026-01-23

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF36.3K shares-35.98%2025-12-312026-01-23

HDV ISHARES CORE HIGH DIVIDEND ETF18.2K shares0.55%2025-12-312026-01-23

FEGE FIRST EAGLE GLOBAL EQUITY ETF47.8K shares63.77%2025-12-312026-01-23

Sponsored

RTX RTX CORPORATION COM11.9K shares-25.16%2025-12-312026-01-23

CSCO CISCO SYS INC COM28.1K shares-20.34%2025-12-312026-01-23

GEV GE VERNOVA INC COM3.3K shares0.58%2025-12-312026-01-23

CITIGROUP INC COM NEW CITIGROUP INC COM NEW18.0K shares-7.97%2025-12-312026-01-23

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A7.8K shares13.04%2025-12-312026-01-23

SPGP INVESCO S&P 500 GARP ETF18.1K shares0.29%2025-12-312026-01-23

KFY KORN FERRY COM NEW31.0K shares0.02%2025-12-312026-01-23

CNC CENTENE CORP DEL COM49.5K shares32.97%2025-12-312026-01-23

Sponsored

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND27.6K shares-66.25%2025-12-312026-01-23

PEP PEPSICO INC COM14.1K shares-7.17%2025-12-312026-01-23

SDY STATE STREET SPDR S&P DIVIDEND ETF14.5K shares-18.37%2025-12-312026-01-23

NEE NEXTERA ENERGY INC COM24.9K shares-10.38%2025-12-312026-01-23

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF16.7K shares-17.16%2025-12-312026-01-23

PLTR PALANTIR TECHNOLOGIES INC CL A10.6K shares0.57%2025-12-312026-01-23

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF40.4K shares-7.39%2025-12-312026-01-23

ZM ZOOM COMMUNICATIONS INC CL A21.8K shares28.94%2025-12-312026-01-23

Sponsored

AMT AMERICAN TOWER CORP NEW COM10.6K shares17.13%2025-12-312026-01-23

BR BROADRIDGE FINL SOLUTIONS INC COM8.3K shares-19.79%2025-12-312026-01-23

VBK VANGUARD SMALL-CAP GROWTH ETF6.1K shares-0.39%2025-12-312026-01-23

SHW SHERWIN WILLIAMS CO COM5.7K shares-18.56%2025-12-312026-01-23

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS13.9K shares37.87%2025-12-312026-01-23

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS5.9K shares20.26%2025-12-312026-01-23

PM PHILIP MORRIS INTL INC COM11.2K shares-6.46%2025-12-312026-01-23

FDX FEDEX CORP COM6.1K shares-27.11%2025-12-312026-01-23

Sponsored

VONG VANGUARD RUSSELL 1000 GROWTH ETF14.5K shares21.48%2025-12-312026-01-23

CRM SALESFORCE INC COM6.7K shares21.82%2025-12-312026-01-23

ROL ROLLINS INC COM29.3K shares-18.62%2025-12-312026-01-23

COST COSTCO WHOLESALE CORPORATION COM2.0K shares-31.96%2025-12-312026-01-23

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF30.1K shares-5.96%2025-12-312026-01-23

SHY ISHARES 1-3 YEAR TREASURY BOND ETF20.6K shares-28.43%2025-12-312026-01-23

CEG CONSTELLATION ENERGY CORP COM4.8K shares-3.63%2025-12-312026-01-23

FTCB FIRST TRUST CORE INVESTMENT GRADE ETF79.1K shares-0.11%2025-12-312026-01-23

Sponsored

NKE NIKE INC CL B26.3K shares-7.19%2025-12-312026-01-23

GM GENERAL MTRS CO COM20.6K shares-0.45%2025-12-312026-01-23

LULU LULULEMON ATHLETICA INC COM8.0K shares2.08%2025-12-312026-01-23

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN34.4K shares13.25%2025-12-312026-01-23

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF20.1K shares-56.68%2025-12-312026-01-23

VB VANGUARD SMALL-CAP ETF6.0K shares-47.58%2025-12-312026-01-23

ESGU ISHARES ESG AWARE MSCI USA ETF10.3K shares-38.93%2025-12-312026-01-23

KO COCA COLA CO COM21.8K shares-24.21%2025-12-312026-01-23

Sponsored

BDX BECTON DICKINSON & CO COM7.7K shares33.47%2025-12-312026-01-23

NOW SERVICENOW INC COM9.7K shares456.74%2025-12-312026-01-23

INTC INTEL CORP COM40.1K shares3.82%2025-12-312026-01-23

ISHARES GOLD TRUST ISHARES GOLD TRUST18.0K shares-10.38%2025-12-312026-01-23

QCOM QUALCOMM INC COM8.5K shares-12.05%2025-12-312026-01-23

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF25.4K shares-18.35%2025-12-312026-01-23

LOW LOWES COS INC COM6.0K shares-3.54%2025-12-312026-01-23

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND31.4K shares-1.10%2025-12-312026-01-23

Sponsored

AMD ADVANCED MICRO DEVICES INC COM6.7K shares-18.90%2025-12-312026-01-23

AMGN AMGEN INC COM4.3K shares-31.08%2025-12-312026-01-23

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF9.1K shares1.08%2025-12-312026-01-23

AZN ASTRAZENECA PLC SPONSORED ADR15.2K shares-8.29%2025-12-312026-01-23

BRC BRADY CORP CL A17.7K shares11.23%2025-12-312026-01-23

TT TRANE TECHNOLOGIES PLC SHS3.6K shares-15.86%2025-12-312026-01-23

ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW60.9K shares-1.97%2025-12-312026-01-23

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF23.9K shares-5.28%2025-12-312026-01-23

Sponsored

ABNB AIRBNB INC COM CL A9.9K shares-14.35%2025-12-312026-01-23

NEM NEWMONT CORP COM13.5K shares18.08%2025-12-312026-01-23

SCHD SCHWAB US DIVIDEND EQUITY ETF48.8K shares2.84%2025-12-312026-01-23

FTHY FIRST TR HIGH YIELD OPPRT 2027 COM95.2K shares11.59%2025-12-312026-01-23

SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF46.5K sharesnew addition2025-12-312026-01-23

EXPE EXPEDIA GROUP INC COM NEW4.7K shares7.51%2025-12-312026-01-23

EFV ISHARES MSCI EAFE VALUE ETF18.5K shares-31.20%2025-12-312026-01-23

SCHX SCHWAB U.S. LARGE-CAP ETF49.2K shares-0.95%2025-12-312026-01-23

Sponsored

SHOP SHOPIFY INC CL A SUB VTG SHS8.2K shares-4.48%2025-12-312026-01-23

AVUV AVANTIS U.S. SMALL CAP VALUE ETF12.9K shares-50.17%2025-12-312026-01-23

BLACKROCK INC COM BLACKROCK INC COM1.2K shares-1.76%2025-12-312026-01-23

MCD MCDONALDS CORP COM4.3K shares-21.54%2025-12-312026-01-23

CHYM CHIME FINL INC COM SHS CL A51.1K sharesnew addition2025-12-312026-01-23

INTU INTUIT COM1.9K shares-5.04%2025-12-312026-01-23

TMO THERMO FISHER SCIENTIFIC INC COM2.2K shares-60.33%2025-12-312026-01-23

IUSV ISHARES CORE S&P US VALUE ETF12.5K shares63.53%2025-12-312026-01-23

Sponsored

NVS NOVARTIS AG SPONSORED ADR9.2K shares-4.51%2025-12-312026-01-23

VTWO VANGUARD RUSSELL 2000 ETF12.7K shares6.79%2025-12-312026-01-23

COP CONOCOPHILLIPS COM13.1K shares9.11%2025-12-312026-01-23

BP BP PLC SPONSORED ADR35.2K shares-5.80%2025-12-312026-01-23

IWS ISHARES RUSSELL MID-CAP VALUE ETF8.7K shares-3.39%2025-12-312026-01-23

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF13.1K shares67.01%2025-12-312026-01-23

DHI D R HORTON INC COM8.3K shares2.32%2025-12-312026-01-23

FAST FASTENAL CO COM29.6K shares-21.83%2025-12-312026-01-23

Sponsored

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM3.5K shares-0.54%2025-12-312026-01-23

ADBE ADOBE INC COM3.3K shares-17.58%2025-12-312026-01-23

SMH VANECK SEMICONDUCTOR ETF3.2K shares-2.03%2025-12-312026-01-23

THE CIGNA GROUP COM THE CIGNA GROUP COM4.2K shares7.56%2025-12-312026-01-23

VPL VANGUARD FTSE PACIFIC ETF12.8K shares-65.61%2025-12-312026-01-23

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF14.5K shares-75.18%2025-12-312026-01-23

IWP ISHARES RUSSELL MID-CAP GROWTH ETF8.4K shares-1.84%2025-12-312026-01-23

EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF12.2K shares-67.58%2025-12-312026-01-23

Sponsored

PCG PG&E CORP COM71.1K shares45.71%2025-12-312026-01-23

DG DOLLAR GEN CORP NEW COM8.5K shares51.31%2025-12-312026-01-23

IWB ISHARES RUSSELL 1000 ETF3.0K shares-22.76%2025-12-312026-01-23

ISRG INTUITIVE SURGICAL INC COM NEW2.0K shares-30.37%2025-12-312026-01-23

OEF ISHARES S&P 100 ETF3.2K shares-32.65%2025-12-312026-01-23

EIX EDISON INTL COM18.2K shares75.09%2025-12-312026-01-23

UBER UBER TECHNOLOGIES INC COM13.0K shares-9.35%2025-12-312026-01-23

AA ALCOA CORP COM19.6K sharesnew addition2025-12-312026-01-23

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BK BANK NEW YORK MELLON CORP COM8.9K shares19.43%2025-12-312026-01-23

CAT CATERPILLAR INC COM1.8K shares-44.07%2025-12-312026-01-23

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF23.9K shares-4.95%2025-12-312026-01-23

WM WASTE MGMT INC DEL COM4.6K shares11.91%2025-12-312026-01-23

MMM 3M CO COM6.4K shares0.54%2025-12-312026-01-23

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF4.1K shares24.54%2025-12-312026-01-23

VBR VANGUARD SMALL CAP VALUE ETF4.8K shares-5.82%2025-12-312026-01-23

BSX BOSTON SCIENTIFIC CORP COM10.7K shares-21.81%2025-12-312026-01-23

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URA GLOBAL X URANIUM ETF23.7K shares-3.26%2025-12-312026-01-23

LINDE PLC SHS LINDE PLC SHS2.4K shares-14.97%2025-12-312026-01-23

USMV ISHARES MSCI USA MIN VOL FACTOR ETF10.7K shares0.65%2025-12-312026-01-23

ATLASSIAN CORPORATION CL A ATLASSIAN CORPORATION CL A6.2K shares387.11%2025-12-312026-01-23

APH AMPHENOL CORP NEW CL A7.3K shares60.59%2025-12-312026-01-23

CALF PACER US SMALL CAP CASH COWS ETF22.3K shares-4.92%2025-12-312026-01-23

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW15.1K sharesnew addition2025-12-312026-01-23

AMP AMERIPRISE FINL INC COM2.0K shares26.78%2025-12-312026-01-23

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CRWD CROWDSTRIKE HLDGS INC CL A2.1K shares8.57%2025-12-312026-01-23

VEA VANGUARD FTSE DEVELOPED MARKETS ETF15.6K shares33.78%2025-12-312026-01-23

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS6.6K shares-0.87%2025-12-312026-01-23

SHEL SHELL PLC SPON ADS13.1K shares12.54%2025-12-312026-01-23

UNH UNITEDHEALTH GROUP INC COM2.9K shares-6.59%2025-12-312026-01-23

KKR & CO INC COM KKR & CO INC COM7.4K shares0.83%2025-12-312026-01-23

ACWI ISHARES MSCI ACWI ETF6.6K shares-0.18%2025-12-312026-01-23

HCA HCA HEALTHCARE INC COM2.0K shares31.40%2025-12-312026-01-23

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MSCI MSCI INC COM1.6K shares-20.45%2025-12-312026-01-23

PNC PNC FINL SVCS GROUP INC COM4.4K shares-13.36%2025-12-312026-01-23

WMB WILLIAMS COS INC COM15.2K shares15.91%2025-12-312026-01-23

VRTX VERTEX PHARMACEUTICALS INC COM2.0K shares-21.73%2025-12-312026-01-23

ALL ALLSTATE CORP COM4.3K shares-36.78%2025-12-312026-01-23

NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND14.9K shares7.99%2025-12-312026-01-23

MCK MCKESSON CORP COM1.1K shares8.50%2025-12-312026-01-23

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF40.0K shares-0.66%2025-12-312026-01-23

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SBUX STARBUCKS CORP COM10.7K shares-6.62%2025-12-312026-01-23

TSCO TRACTOR SUPPLY CO COM17.9K shares-18.45%2025-12-312026-01-23

CMCSA COMCAST CORP NEW CL A29.9K shares-11.06%2025-12-312026-01-23

EFA ISHARES MSCI EAFE ETF9.3K shares-77.53%2025-12-312026-01-23

TOL TOLL BROTHERS INC COM6.6K shares-0.06%2025-12-312026-01-23

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF16.6K shares91.80%2025-12-312026-01-23

GBTC GRAYSCALE BITCOIN TRUST ETF12.7K shares15.26%2025-12-312026-01-23

PLD PROLOGIS INC. COM6.6K shares7.77%2025-12-312026-01-23

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CVS CVS HEALTH CORP COM10.7K shares-32.27%2025-12-312026-01-23

LMT LOCKHEED MARTIN CORP COM1.7K shares-19.16%2025-12-312026-01-23

FCX FREEPORT-MCMORAN INC CL B16.3K shares92.52%2025-12-312026-01-23

IWR ISHARES RUSSELL MIDCAP ETF8.6K shares10.59%2025-12-312026-01-23

CME CME GROUP INC COM3.0K shares-1.31%2025-12-312026-01-23

PANW PALO ALTO NETWORKS INC COM4.5K shares-59.16%2025-12-312026-01-23

EXC EXELON CORP COM18.8K shares-25.57%2025-12-312026-01-23

ET ENERGY TRANSFER L P COM UT LTD PTN49.7K shares-12.66%2025-12-312026-01-23

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INCY INCYTE CORP COM8.3K shares2.69%2025-12-312026-01-23

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF17.4K shares0.00%2025-12-312026-01-23

BTI BRITISH AMERN TOB PLC SPONSORED ADR14.3K shares30.90%2025-12-312026-01-23

FIX COMFORT SYS USA INC COM865 shares32.06%2025-12-312026-01-23

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF20.8K shares-28.53%2025-12-312026-01-23

IAT ISHARES U.S. REGIONAL BANKS ETF14.5K shares0.00%2025-12-312026-01-23

GILD GILEAD SCIENCES INC COM6.5K shares4.85%2025-12-312026-01-23

FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY14.9K shares-11.23%2025-12-312026-01-23

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WDAY WORKDAY INC CL A3.7K shares5.77%2025-12-312026-01-23

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF22.9K shares-0.25%2025-12-312026-01-23

ECL ECOLAB INC COM3.0K shares-1.81%2025-12-312026-01-23

PSX PHILLIPS 66 COM6.0K shares22.30%2025-12-312026-01-23

BKNG BOOKING HOLDINGS INC COM145 shares23.93%2025-12-312026-01-23

CL COLGATE PALMOLIVE CO COM9.8K shares-4.29%2025-12-312026-01-23

AXP AMERICAN EXPRESS CO COM2.1K shares-10.06%2025-12-312026-01-23

IWM ISHARES RUSSELL 2000 ETF3.1K shares-34.65%2025-12-312026-01-23

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VONV VANGUARD RUSSELL 1000 VALUE ETF8.3K shares-37.42%2025-12-312026-01-23

IGM ISHARES EXPANDED TECH SECTOR ETF5.9K shares-80.04%2025-12-312026-01-23

TDG TRANSDIGM GROUP INC COM568 shares14.52%2025-12-312026-01-23

REGN REGENERON PHARMACEUTICALS COM975 shares43.59%2025-12-312026-01-23

DAL DELTA AIR LINES INC DEL COM NEW10.8K shares11.51%2025-12-312026-01-23

SCHZ SCHWAB US AGGREGATE BOND ETF31.9K shares-30.21%2025-12-312026-01-23

PAYX PAYCHEX INC COM6.6K shares-15.65%2025-12-312026-01-23

DFAS DIMENSIONAL U.S. SMALL CAP ETF10.6K shares0.00%2025-12-312026-01-23

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SNPS SYNOPSYS INC COM1.6K shares-43.55%2025-12-312026-01-23

AMAT APPLIED MATLS INC COM2.9K shares-14.77%2025-12-312026-01-23

USB US BANCORP DEL COM NEW13.8K shares70.75%2025-12-312026-01-23

ELV ELEVANCE HEALTH INC FORMERLY A COM2.1K shares25.65%2025-12-312026-01-23

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF8.7K shares-66.83%2025-12-312026-01-23

CHRW C H ROBINSON WORLDWIDE INC COM NEW4.5K shares29.81%2025-12-312026-01-23

EPD ENTERPRISE PRODS PARTNERS L P COM22.6K shares-15.12%2025-12-312026-01-23

JBHT HUNT J B TRANS SVCS INC COM3.7K shares28.45%2025-12-312026-01-23

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GPZ VANECK ALTERNATIVE ASSET MANAGER ETF26.6K sharesnew addition2025-12-312026-01-23

CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM9.8K shares-20.14%2025-12-312026-01-23

MEDP MEDPACE HLDGS INC COM1.3K shares35.37%2025-12-312026-01-23

CGGR CAPITAL GROUP GROWTH ETF16.1K shares100.01%2025-12-312026-01-23

SNOW SNOWFLAKE INC COM SHS3.3K shares-6.62%2025-12-312026-01-23

MDLZ MONDELEZ INTL INC CL A12.9K shares-29.91%2025-12-312026-01-23

BA BOEING CO COM3.2K shares-12.25%2025-12-312026-01-23

SPOT SPOTIFY TECHNOLOGY S A SHS1.2K shares-11.67%2025-12-312026-01-23

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IT GARTNER INC COM2.7K shares35.62%2025-12-312026-01-23

BARRICK MNG CORP COM SHS BARRICK MNG CORP COM SHS15.5K shares7.64%2025-12-312026-01-23

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF20.3K shares-12.11%2025-12-312026-01-23

SKYY FIRST TRUST CLOUD COMPUTING ETF5.1K shares-8.12%2025-12-312026-01-23

UAL UNITED AIRLS HLDGS INC COM6.0K shares11.40%2025-12-312026-01-23

CMI CUMMINS INC COM1.3K shares-8.35%2025-12-312026-01-23

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF12.5K shares-9.73%2025-12-312026-01-23

MBB ISHARES MBS ETF6.9K shares-8.85%2025-12-312026-01-23

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PFE PFIZER INC COM26.4K shares-44.69%2025-12-312026-01-23

IMO IMPERIAL OIL LTD COM NEW7.5K shares32.48%2025-12-312026-01-23

ORLY OREILLY AUTOMOTIVE INC COM7.1K shares3.30%2025-12-312026-01-23

WTW WILLIS TOWERS WATSON PLC LTD SHS2.0K shares12.51%2025-12-312026-01-23

CRH PLC ORD CRH PLC ORD5.2K shares-6.31%2025-12-312026-01-23

HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND15.8K shares4.37%2025-12-312026-01-23

FITB FIFTH THIRD BANCORP COM13.7K shares4.77%2025-12-312026-01-23

FTI TECHNIPFMC PLC COM14.3K shares12.83%2025-12-312026-01-23

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FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND6.9K shares-10.79%2025-12-312026-01-23

LH LABCORP HOLDINGS INC COM SHS2.5K shares-7.58%2025-12-312026-01-23

VLTO VERALTO CORP COM SHS6.3K shares-11.65%2025-12-312026-01-23

ADI ANALOG DEVICES INC COM2.3K shares4.41%2025-12-312026-01-23

AXON AXON ENTERPRISE INC COM1.1K shares84.65%2025-12-312026-01-23

CTAS CINTAS CORP COM3.3K sharesnew addition2025-12-312026-01-23

SCHW SCHWAB CHARLES CORP COM6.2K shares-19.22%2025-12-312026-01-23

TRV TRAVELERS COMPANIES INC COM2.1K shares-14.71%2025-12-312026-01-23

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ROK ROCKWELL AUTOMATION INC COM1.5K shares-8.84%2025-12-312026-01-23

MUB ISHARES NATIONAL MUNI BOND ETF5.6K shares-29.04%2025-12-312026-01-23

OMC OMNICOM GROUP INC COM7.3K shares144.86%2025-12-312026-01-23

PH PARKER-HANNIFIN CORP COM668 shares23.93%2025-12-312026-01-23

UPS UNITED PARCEL SERVICE INC CL B5.8K shares75.98%2025-12-312026-01-23

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF4.1K shares-35.98%2025-12-312026-01-23

AME AMETEK INC COM2.8K shares0.07%2025-12-312026-01-23

VZ VERIZON COMMUNICATIONS INC COM13.8K shares-67.05%2025-12-312026-01-23

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TLH ISHARES 10-20 YEAR TREASURY BOND ETF5.5K shares-43.60%2025-12-312026-01-23

CFG CITIZENS FINL GROUP INC COM9.6K shares16.50%2025-12-312026-01-23

ROCKET LAB CORP COM ROCKET LAB CORP COM8.0K shares7.75%2025-12-312026-01-23

ASLV ALLSPRING SPECIAL LARGE VALUE ETF19.9K shares58.01%2025-12-312026-01-23

WPM WHEATON PRECIOUS METALS CORP COM4.7K shares7.50%2025-12-312026-01-23

FICO FAIR ISAAC CORP COM326 shares-43.50%2025-12-312026-01-23

NTRA NATERA INC COM2.4K shares27.19%2025-12-312026-01-23

OTIS OTIS WORLDWIDE CORP COM6.2K shares42.03%2025-12-312026-01-23

Sponsored

ORI OLD REP INTL CORP COM11.9K shares6.77%2025-12-312026-01-23

GDX VANECK GOLD MINERS ETF6.3K shares-16.20%2025-12-312026-01-23

CIEN CIENA CORP COM NEW2.3K shares-52.47%2025-12-312026-01-23

QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND2.3K shares-8.37%2025-12-312026-01-23

ILMN ILLUMINA INC COM4.1K shares28.75%2025-12-312026-01-23

DEO DIAGEO PLC SPON ADR NEW6.2K shares5.06%2025-12-312026-01-23

UHS UNIVERSAL HLTH SVCS INC CL B2.4K shares35.98%2025-12-312026-01-23

FNF FIDELITY NATIONAL FINANCIAL IN COM SHS9.6K shares-0.66%2025-12-312026-01-23

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CDNS CADENCE DESIGN SYSTEM INC COM1.7K shares3.60%2025-12-312026-01-23

WDC WESTERN DIGITAL CORP COM3.0K shares3.75%2025-12-312026-01-23

COIN COINBASE GLOBAL INC COM CL A2.3K shares-2.93%2025-12-312026-01-23

ETHA ISHARES ETHEREUM TRUST ETF23.0K shares-62.55%2025-12-312026-01-23

LVS LAS VEGAS SANDS CORP COM7.9K sharesnew addition2025-12-312026-01-23

VTEB VANGUARD TAX-EXEMPT BOND ETF10.1K shares-78.58%2025-12-312026-01-23

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF6.7K shares-4.58%2025-12-312026-01-23

FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS5.0K shares43.22%2025-12-312026-01-23

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SCHF SCHWAB INTERNATIONAL EQUITY ETF20.9K shares3.26%2025-12-312026-01-23

LYFT LYFT INC CL A COM25.4K shares6.62%2025-12-312026-01-23

SLB SLB LIMITED COM STK12.7K shares38.09%2025-12-312026-01-23

BUFQ FT VEST LADDERED NASDAQ BUFFER ETF13.6K shares14.79%2025-12-312026-01-23

VMC VULCAN MATLS CO COM1.7K shares14.77%2025-12-312026-01-23

URI UNITED RENTALS INC COM600 shares6.95%2025-12-312026-01-23

IQV IQVIA HLDGS INC COM2.1K shares8.84%2025-12-312026-01-23

FTNT FORTINET INC COM6.1K shares127.71%2025-12-312026-01-23

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ODFL OLD DOMINION FREIGHT LINE INC COM3.0K shares20.59%2025-12-312026-01-23

CAH CARDINAL HEALTH INC COM2.3K shares-5.92%2025-12-312026-01-23

PYPL PAYPAL HLDGS INC COM8.2K shares70.30%2025-12-312026-01-23

AZO AUTOZONE INC COM139 shares-27.98%2025-12-312026-01-23

PRU PRUDENTIAL FINL INC COM4.2K shares2.40%2025-12-312026-01-23

MNST MONSTER BEVERAGE CORP NEW COM6.1K shares-4.85%2025-12-312026-01-23

AEP AMERICAN ELEC PWR CO INC COM4.0K shares-49.07%2025-12-312026-01-23

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER19.7K shares-66.54%2025-12-312026-01-23

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TFC TRUIST FINL CORP COM9.4K shares-4.25%2025-12-312026-01-23

FBTC FIDELITY WISE ORIGIN BITCOIN FUND6.1K shares174.06%2025-12-312026-01-23

TER TERADYNE INC COM2.4K sharesnew addition2025-12-312026-01-23

HAS HASBRO INC COM5.6K shares5.21%2025-12-312026-01-23

MKTX MARKETAXESS HLDGS INC COM2.5K sharesnew addition2025-12-312026-01-23

BBY BEST BUY INC COM6.8K shares25.69%2025-12-312026-01-23

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF25.5K shares2.89%2025-12-312026-01-23

RBLX ROBLOX CORP CL A5.5K shares-30.29%2025-12-312026-01-23

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EME EMCOR GROUP INC COM733 shares3.09%2025-12-312026-01-23

WELL WELLTOWER INC COM2.4K shares8.27%2025-12-312026-01-23

HAL HALLIBURTON CO COM15.8K shares6.95%2025-12-312026-01-23

LDOS LEIDOS HOLDINGS INC COM2.5K shares-2.06%2025-12-312026-01-23

KDP KEURIG DR PEPPER INC COM15.9K shares-3.91%2025-12-312026-01-23

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF8.9K shares-25.36%2025-12-312026-01-23

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW2.6K shares14.54%2025-12-312026-01-23

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF4.9K shares13.11%2025-12-312026-01-23

Sponsored

SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF7.9K shares9.60%2025-12-312026-01-23

XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF9.8K shares108.27%2025-12-312026-01-23

TPR TAPESTRY INC COM3.4K shares-8.59%2025-12-312026-01-23

IHI ISHARES U.S. MEDICAL DEVICES ETF7.0K shares-69.30%2025-12-312026-01-23

TLT ISHARES 20 YEAR TREASURY BOND ETF4.9K shares-82.76%2025-12-312026-01-23

MLI MUELLER INDS INC COM3.8K shares52.69%2025-12-312026-01-23

LEN LENNAR CORP CL A4.2K shares11.26%2025-12-312026-01-23

MAS MASCO CORP COM6.8K shares3.20%2025-12-312026-01-23

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BCSF BAIN CAP SPECIALTY FIN INC COM STK30.9K shares2.36%2025-12-312026-01-23

TSN TYSON FOODS INC CL A7.3K shares5.39%2025-12-312026-01-23

MDB MONGODB INC CL A1.0K shares-22.71%2025-12-312026-01-23

CBRE CBRE GROUP INC CL A2.6K shares-13.75%2025-12-312026-01-23

ABT ABBOTT LABS COM3.4K shares-7.10%2025-12-312026-01-23

ESTC ELASTIC N V ORD SHS5.6K shares84.39%2025-12-312026-01-23

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF5.3K shares0.00%2025-12-312026-01-23

CMG CHIPOTLE MEXICAN GRILL INC COM11.4K sharesnew addition2025-12-312026-01-23

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HLN HALEON PLC SPON ADS41.6K shares27.17%2025-12-312026-01-23

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF3.8K shares10.64%2025-12-312026-01-23

FETH FIDELITY ETHEREUM FUND ETF14.0K sharesnew addition2025-12-312026-01-23

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF3.6K shares18.90%2025-12-312026-01-23

KRYS KRYSTAL BIOTECH INC COM1.7K shares0.00%2025-12-312026-01-23

GLW CORNING INC COM4.7K shares-59.04%2025-12-312026-01-23

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF10.7K shares0.00%2025-12-312026-01-23

NXPI NXP SEMICONDUCTORS N V COM1.9K shares-5.33%2025-12-312026-01-23

Sponsored

IYW ISHARES U.S. TECHNOLOGY ETF2.0K shares-47.61%2025-12-312026-01-23

EMR EMERSON ELEC CO COM3.0K shares-9.42%2025-12-312026-01-23

NUE NUCOR CORP COM2.5K shares13.76%2025-12-312026-01-23

OKE ONEOK INC NEW COM5.4K sharesnew addition2025-12-312026-01-23

IEUR ISHARES CORE MSCI EUROPE ETF5.6K shares-65.23%2025-12-312026-01-23

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF8.5K shares0.51%2025-12-312026-01-23

LYB LYONDELLBASELL INDUSTRIES N V SHS - A -9.1K sharesnew addition2025-12-312026-01-23

YUM YUM BRANDS INC COM2.6K shares-29.34%2025-12-312026-01-23

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AMRZ AMRIZE LTD SHS7.3K shares10.72%2025-12-312026-01-23

ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF5.7K shares0.00%2025-12-312026-01-23

FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE6.8K shares-6.04%2025-12-312026-01-23

XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF8.4K shares-24.69%2025-12-312026-01-23

CLOA ISHARES AAA CLO ACTIVE ETF7.5K shares-32.84%2025-12-312026-01-23

NOC NORTHROP GRUMMAN CORP COM681 shares-11.33%2025-12-312026-01-23

TXT TEXTRON INC COM4.4K shares58.91%2025-12-312026-01-23

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF7.1K sharesnew addition2025-12-312026-01-23

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SSNC SS&C TECHNOLOGIES HLDGS INC COM4.4K shares-15.16%2025-12-312026-01-23

TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS12.3K shares-2.75%2025-12-312026-01-23

RL RALPH LAUREN CORP CL A1.1K shares21.41%2025-12-312026-01-23

FDS FACTSET RESH SYS INC COM1.3K sharesnew addition2025-12-312026-01-23

OHI OMEGA HEALTHCARE INVS INC COM8.6K shares3.94%2025-12-312026-01-23

IFF INTERNATIONAL FLAVORS&FRAGRANC COM5.7K sharesnew addition2025-12-312026-01-23

KMI KINDER MORGAN INC DEL COM13.9K shares-36.04%2025-12-312026-01-23

IAK ISHARES U.S. INSURANCE ETF2.8K sharesnew addition2025-12-312026-01-23

Sponsored

IVZ INVESCO LTD SHS14.4K shares9.93%2025-12-312026-01-23

MO ALTRIA GROUP INC COM6.5K shares-14.30%2025-12-312026-01-23

VRT VERTIV HOLDINGS CO COM CL A2.3K shares-47.51%2025-12-312026-01-23

DVN DEVON ENERGY CORP NEW COM10.3K shares-18.80%2025-12-312026-01-23

SYF SYNCHRONY FINANCIAL COM4.5K shares6.10%2025-12-312026-01-23

ADSK AUTODESK INC COM1.3K shares63.66%2025-12-312026-01-23

CTVA CORTEVA INC COM5.6K shares-3.18%2025-12-312026-01-23

GOVT ISHARES U.S. TREASURY BOND ETF16.3K shares-7.09%2025-12-312026-01-23

Sponsored

STERIS PLC SHS USD STERIS PLC SHS USD1.5K sharesnew addition2025-12-312026-01-23

ATO ATMOS ENERGY CORP COM2.2K shares8.82%2025-12-312026-01-23

DRAFTKINGS INC NEW COM CL A DRAFTKINGS INC NEW COM CL A10.8K shares-7.54%2025-12-312026-01-23

EVR EVERCORE INC CLASS A1.1K shares11.90%2025-12-312026-01-23

LAMR LAMAR ADVERTISING CO NEW CL A2.9K shares-2.04%2025-12-312026-01-23

EA ELECTRONIC ARTS INC COM1.8K shares-21.54%2025-12-312026-01-23

ADT ADT INC DEL COM45.6K shares0.15%2025-12-312026-01-23

CGBD CARLYLE SECURED LENDING INC COM29.5K shares2.81%2025-12-312026-01-23

Sponsored

EG EVEREST GROUP LTD COM1.1K shares-42.51%2025-12-312026-01-23

AER AERCAP HOLDINGS NV SHS2.5K shares-10.30%2025-12-312026-01-23

HII HUNTINGTON INGALLS INDS INC COM1.1K sharesnew addition2025-12-312026-01-23

D DOMINION ENERGY INC COM6.2K shares-10.90%2025-12-312026-01-23

CHTR CHARTER COMMUNICATIONS INC NEW CL A1.7K sharesnew addition2025-12-312026-01-23

T AT&T INC COM14.6K shares-58.26%2025-12-312026-01-23

XYLD GLOBAL X S&P 500 COVERED CALL ETF8.9K shares19.71%2025-12-312026-01-23

AMKR AMKOR TECHNOLOGY INC COM9.1K sharesnew addition2025-12-312026-01-23

Sponsored

EXE EXPAND ENERGY CORPORATION COM3.2K shares10.04%2025-12-312026-01-23

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF3.4K shares2.27%2025-12-312026-01-23

NBIX NEUROCRINE BIOSCIENCES INC COM2.5K shares13.47%2025-12-312026-01-23

NYT NEW YORK TIMES CO CL A5.1K shares12.77%2025-12-312026-01-23

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM2.5K shares7.09%2025-12-312026-01-23

THC TENET HEALTHCARE CORP COM NEW1.8K shares10.42%2025-12-312026-01-23

JCI JOHNSON CTLS INTL PLC SHS3.0K shares-20.96%2025-12-312026-01-23

VRSN VERISIGN INC COM1.5K shares-42.51%2025-12-312026-01-23

Sponsored

JHG JANUS HENDERSON GROUP PLC ORD SHS7.4K shares6.30%2025-12-312026-01-23

XYL XYLEM INC COM2.6K shares4.97%2025-12-312026-01-23

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF1.6K shares-41.98%2025-12-312026-01-23

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF15.9K shares0.00%2025-12-312026-01-23

MATCH GROUP INC NEW COM MATCH GROUP INC NEW COM10.8K shares39.42%2025-12-312026-01-23

DGRO ISHARES CORE DIVIDEND GROWTH ETF5.0K shares0.00%2025-12-312026-01-23

DE DEERE & CO COM743 shares-4.62%2025-12-312026-01-23

CCK CROWN HLDGS INC COM3.3K shares20.04%2025-12-312026-01-23

Sponsored

ASH ASHLAND INC COM5.8K shares0.81%2025-12-312026-01-23

WY WEYERHAEUSER CO MTN BE COM NEW14.4K sharesnew addition2025-12-312026-01-23

BWA BORGWARNER INC COM7.6K shares-10.01%2025-12-312026-01-23

LHX L3HARRIS TECHNOLOGIES INC COM1.2K shares-11.54%2025-12-312026-01-23

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF4.0K shares0.00%2025-12-312026-01-23

CW CURTISS WRIGHT CORP COM619 shares-48.37%2025-12-312026-01-23

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF5.7K shares0.00%2025-12-312026-01-23

F FORD MTR CO COM25.9K shares5.49%2025-12-312026-01-23

Sponsored

SYY SYSCO CORP COM4.6K shares-30.46%2025-12-312026-01-23

EXEL EXELIXIS INC COM7.7K sharesnew addition2025-12-312026-01-23

FIRST CTZNS BANCSHARES INC DEL CL A FIRST CTZNS BANCSHARES INC DEL CL A157 shares-13.74%2025-12-312026-01-23

EXPD EXPEDITORS INTL WASH INC COM2.3K sharesnew addition2025-12-312026-01-23

SNDK SANDISK CORP COM1.4K sharesnew addition2025-12-312026-01-23

EXAS EXACT SCIENCES CORP COM3.3K sharesnew addition2025-12-312026-01-23

CARR CARRIER GLOBAL CORPORATION COM6.3K shares14.57%2025-12-312026-01-23

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW2.8K shares-9.27%2025-12-312026-01-23

Sponsored

VTR VENTAS INC COM4.3K shares46.55%2025-12-312026-01-23

HYLS FIRST TRUST TACTICAL HIGH YIELD ETF7.9K shares-3.27%2025-12-312026-01-23

WAY WAYSTAR HLDG CORP COM10.0K shares-0.55%2025-12-312026-01-23

IXP ISHARES GLOBAL COMM SERVICES ETF2.7K shares3.99%2025-12-312026-01-23

Call Option Holdings

INVESCO QQQ TRUST SERIES I Call CallINVESCO QQQ TRUST SERIES I400 shares-20.00%2025-12-312026-01-23

SPY Call CallSPDR S&P 500 ETF TRUST300 shares-40.00%2025-12-312026-01-23

INTC Call CallINTEL CORP COM1.0K sharesnew addition2025-12-312026-01-23

PATH Call CallUIPATH INC CL A1.0K sharesnew addition2025-12-312026-01-23

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TRUST8.2K shares-6.82%2025-12-312026-01-23