The Analysis of UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holdings

Currently, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1359 types of securities in its portfolio with a total value $16.6B. In the most recent quarter, they have increased their positions in SPY (+679.9K shares, valued at $463.6M), IVV (+417.8K shares, valued at $286.2M), SHDG (+5.0M shares, valued at $160.9M); decreased their positions in BSV (-1.1M shares, valued at $89.5M), N/A (-261.0K shares, valued at $25.4M), EFV (-183.3K shares, valued at $13.1M); initiated new positions in SHDG (+5.0M shares, valued at $160.9M), MOAT (+596.4K shares, valued at $61.8M), N/A (+934.3K shares, valued at $47.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.6M shares2.95%2025-12-312026-02-17

IVV ISHARES CORE S&P 500 ETF1.3M shares48.92%2025-12-312026-02-17

SPY SPDR S&P 500 ETF TRUST763.0K shares818.06%2025-12-312026-02-17

AAPL APPLE INC.1.8M shares15.20%2025-12-312026-02-17

RGEN REPLIGEN CORPORATION2.8M shares0.54%2025-12-312026-02-17

IEFA ISHARES CORE MSCI EAFE ETF5.0M shares0.56%2025-12-312026-02-17

NVDA NVIDIA CORPORATION2.0M shares8.12%2025-12-312026-02-17

MSFT MICROSOFT CORPORATION755.6K shares8.61%2025-12-312026-02-17

Sponsored

VTV VANGUARD VALUE ETF1.5M shares2.31%2025-12-312026-02-17

BIV VANGUARD INTERMEDIATE-TERM BOND ETF3.5M shares4.39%2025-12-312026-02-17

VUG VANGUARD GROWTH ETF542.4K shares1.66%2025-12-312026-02-17

ALPHABET INC. CLASS A ALPHABET INC. CLASS A843.1K shares8.49%2025-12-312026-02-17

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF3.8M shares9.04%2025-12-312026-02-17

BSV VANGUARD SHORT-TERM BOND ETF2.8M shares-29.07%2025-12-312026-02-17

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF4.0M shares2.08%2025-12-312026-02-17

GOVT ISHARES U.S. TREASURY BOND ETF7.6M shares-3.67%2025-12-312026-02-17

Sponsored

ALPHABET INC. CLASS C ALPHABET INC. CLASS C530.8K shares0.67%2025-12-312026-02-17

SHDG SOUNDWATCH HEDGED EQUITY ETF5.0M sharesnew addition2025-12-312026-02-17

IVE ISHARES S&P 500 VALUE ETF731.5K shares36.25%2025-12-312026-02-17

AMZN AMAZON.COM, INC.665.9K shares9.29%2025-12-312026-02-17

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF3.5M shares-7.97%2025-12-312026-02-17

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I234.5K shares428.54%2025-12-312026-02-17

IJR ISHARES CORE S&P SMALL CAP ETF1.2M shares9.90%2025-12-312026-02-17

IVW ISHARES S&P 500 GROWTH ETF1.1M shares1.77%2025-12-312026-02-17

Sponsored

BERKSHIRE HATHAWAY INC. CLASS B BERKSHIRE HATHAWAY INC. CLASS B264.7K shares6.93%2025-12-312026-02-17

MBB ISHARES MBS ETF1.4M shares4.36%2025-12-312026-02-17

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF2.1M shares2.48%2025-12-312026-02-17

JPM JPMORGAN CHASE & CO.376.2K shares5.38%2025-12-312026-02-17

QUAL ISHARES MSCI USA QUALITY FACTOR ETF580.6K shares11.80%2025-12-312026-02-17

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF2.4M shares-2.86%2025-12-312026-02-17

META META PLATFORMS INC CLASS A156.7K shares2.23%2025-12-312026-02-17

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF1.9M shares-3.40%2025-12-312026-02-17

Sponsored

OEF ISHARES S&P 100 ETF293.5K shares3.48%2025-12-312026-02-17

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF2.8M shares45.28%2025-12-312026-02-17

V VISA INC. CLASS A263.5K shares0.40%2025-12-312026-02-17

SHM SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF1.8M shares-8.88%2025-12-312026-02-17

EFV ISHARES MSCI EAFE VALUE ETF1.2M shares-13.51%2025-12-312026-02-17

AGG ISHARES CORE U.S. AGGREGATE BOND ETF790.4K shares9.57%2025-12-312026-02-17

JNJ JOHNSON & JOHNSON376.0K shares9.51%2025-12-312026-02-17

SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF1.3M shares20.34%2025-12-312026-02-17

Sponsored

PYLD PIMCO ETF TR2.7M shares33.22%2025-12-312026-02-17

COST COSTCO WHOLESALE CORPORATION83.4K shares-1.11%2025-12-312026-02-17

DIS WALT DISNEY COMPANY616.5K shares20.40%2025-12-312026-02-17

JPST JPMORGAN ULTRA-SHORT INCOME ETF1.4M shares19.98%2025-12-312026-02-17

BROADCOM INC. BROADCOM INC.200.7K shares4.70%2025-12-312026-02-17

VBR VANGUARD SMALL CAP VALUE ETF308.5K shares-11.80%2025-12-312026-02-17

LLY ELI LILLY AND COMPANY60.3K shares5.72%2025-12-312026-02-17

ORCL ORACLE CORPORATION329.3K shares4.78%2025-12-312026-02-17

Sponsored

IYW ISHARES U.S. TECHNOLOGY ETF318.7K shares161.56%2025-12-312026-02-17

MUB ISHARES NATIONAL MUNI BOND ETF587.6K shares3.46%2025-12-312026-02-17

MOAT VANECK MORNINGSTAR WIDE MOAT ETF596.4K sharesnew addition2025-12-312026-02-17

QCOM QUALCOMM INCORPORATED357.5K shares0.75%2025-12-312026-02-17

VNQ VANGUARD REAL ESTATE ETF679.7K shares-9.18%2025-12-312026-02-17

CSCO CISCO SYSTEMS, INC.772.4K shares0.14%2025-12-312026-02-17

TLH ISHARES 10-20 YEAR TREASURY BOND ETF582.3K shares-3.97%2025-12-312026-02-17

SCHF SCHWAB INTERNATIONAL EQUITY ETF2.4M shares-0.22%2025-12-312026-02-17

Sponsored

ABBV ABBVIE, INC.252.6K shares3.80%2025-12-312026-02-17

ASML ASML HOLDING NV SPONSORED ADR53.1K shares-1.17%2025-12-312026-02-17

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF212.2K shares63.69%2025-12-312026-02-17

SPDR BLOOMBERG HIGH YIELD BOND ETF SPDR BLOOMBERG HIGH YIELD BOND ETF542.3K shares-32.49%2025-12-312026-02-17

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF995.5K shares6.23%2025-12-312026-02-17

SCHX SCHWAB U.S. LARGE-CAP ETF1.9M shares-1.74%2025-12-312026-02-17

TSLA TESLA, INC.113.7K shares5.14%2025-12-312026-02-17

SCHD SCHWAB US DIVIDEND EQUITY ETF1.9M shares505.07%2025-12-312026-02-17

Sponsored

HD HOME DEPOT, INC.147.6K shares2.21%2025-12-312026-02-17

SBUX STARBUCKS CORPORATION593.8K shares-2.32%2025-12-312026-02-17

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF1.5M shares3.74%2025-12-312026-02-17

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF1.7M shares-1.59%2025-12-312026-02-17

MEDTRONIC PLC MEDTRONIC PLC505.0K shares1.22%2025-12-312026-02-17

AXP AMERICAN EXPRESS COMPANY130.7K shares5.86%2025-12-312026-02-17

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF1.3M shares2.46%2025-12-312026-02-17

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR934.3K sharesnew addition2025-12-312026-02-17

Sponsored

SPGI S&P GLOBAL, INC.88.4K shares-2.71%2025-12-312026-02-17

IWF ISHARES RUSSELL 1000 GROWTH ETF96.8K shares24.47%2025-12-312026-02-17

VBK VANGUARD SMALL-CAP GROWTH ETF148.7K shares-2.15%2025-12-312026-02-17

WMT WALMART INC.397.3K shares1.96%2025-12-312026-02-17

ISRG INTUITIVE SURGICAL, INC.77.9K shares-2.24%2025-12-312026-02-17

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF865.3K shares2.73%2025-12-312026-02-17

RTX RTX CORPORATION231.0K shares1.72%2025-12-312026-02-17

VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF912.5K shares-15.96%2025-12-312026-02-17

Sponsored

VTI VANGUARD TOTAL STOCK MARKET ETF124.2K shares4.39%2025-12-312026-02-17

PG PROCTER & GAMBLE COMPANY286.0K shares1.41%2025-12-312026-02-17

MA MASTERCARD INCORPORATED CLASS A69.8K shares-6.05%2025-12-312026-02-17

ACCENTURE PLC CLASS A ACCENTURE PLC CLASS A148.1K shares-7.18%2025-12-312026-02-17

CVX CHEVRON CORPORATION257.4K shares8.13%2025-12-312026-02-17

PEP PEPSICO, INC.272.7K shares-2.15%2025-12-312026-02-17

IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF1.7M shares26.69%2025-12-312026-02-17

LOW LOWE'S COMPANIES, INC.153.7K shares-0.35%2025-12-312026-02-17

Sponsored

IJH ISHARES CORE S&P MID-CAP ETF554.1K shares9.07%2025-12-312026-02-17

UNILEVER PLC UNILEVER PLC557.4K sharesnew addition2025-12-312026-02-17

CRM SALESFORCE, INC.132.4K shares4.80%2025-12-312026-02-17

ISHARES GOLD TRUST ISHARES GOLD TRUST428.0K shares-1.99%2025-12-312026-02-17

XOM EXXON MOBIL CORPORATION286.4K shares3.42%2025-12-312026-02-17

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR113.4K shares2.30%2025-12-312026-02-17

XLG INVESCO EXCHANGE TRADED FD T573.1K sharesnew addition2025-12-312026-02-17

COWZ PACER US CASH COWS 100 ETF559.7K sharesnew addition2025-12-312026-02-17

Sponsored

NVO NOVO NORDISK A/S SPONSORED ADR CLASS B648.4K shares1.65%2025-12-312026-02-17

KKR & CO INC KKR & CO INC247.4K shares-0.44%2025-12-312026-02-17

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND423.6K shares11.06%2025-12-312026-02-17

GS GOLDMAN SACHS GROUP, INC.35.3K shares49.08%2025-12-312026-02-17

VB VANGUARD SMALL-CAP ETF118.8K shares1.11%2025-12-312026-02-17

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF564.1K shares5.02%2025-12-312026-02-17

AMGN AMGEN INC.90.8K shares7.41%2025-12-312026-02-17

TMO THERMO FISHER SCIENTIFIC INC.48.7K shares7.33%2025-12-312026-02-17

Sponsored

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF1.2M shares53.71%2025-12-312026-02-17

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF276.3K shares-8.70%2025-12-312026-02-17

GE AEROSPACE GE AEROSPACE89.9K shares6.45%2025-12-312026-02-17

GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION82.1K shares3.86%2025-12-312026-02-17

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF185.7K shares6.22%2025-12-312026-02-17

APH AMPHENOL CORPORATION CLASS A203.8K shares-7.14%2025-12-312026-02-17

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF412.3K shares94.91%2025-12-312026-02-17

SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF582.7K shares41.36%2025-12-312026-02-17

Sponsored

PH PARKER-HANNIFIN CORPORATION30.7K shares-0.24%2025-12-312026-02-17

INTU INTUIT INC.39.7K shares0.09%2025-12-312026-02-17

SDY SPDR S&P DIVIDEND ETF184.4K shares52.33%2025-12-312026-02-17

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF279.1K shares4.65%2025-12-312026-02-17

VV VANGUARD LARGE-CAP ETF80.6K shares42.85%2025-12-312026-02-17

HON HONEYWELL INTERNATIONAL INC.129.9K shares39.76%2025-12-312026-02-17

CAT CATERPILLAR INC.44.2K shares-1.81%2025-12-312026-02-17

GEV GE VERNOVA INC.38.4K shares15.86%2025-12-312026-02-17

Sponsored

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO383.3K sharesnew addition2025-12-312026-02-17

ABT ABBOTT LABORATORIES199.4K shares-1.10%2025-12-312026-02-17

NDAQ NASDAQ, INC.253.7K shares-6.40%2025-12-312026-02-17

ARES ARES MANAGEMENT CORPORATION150.0K shares-5.59%2025-12-312026-02-17

HYMB SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF971.6K shares-10.27%2025-12-312026-02-17

VEA VANGUARD FTSE DEVELOPED MARKETS ETF385.4K shares-1.07%2025-12-312026-02-17

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF1.0M shares30.90%2025-12-312026-02-17

DE DEERE & COMPANY49.9K shares-2.39%2025-12-312026-02-17

Sponsored

BKNG BOOKING HOLDINGS INC.4.3K shares-0.60%2025-12-312026-02-17

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF1.1M shares31.08%2025-12-312026-02-17

XLK TECHNOLOGY SELECT SECTOR SPDR FUND159.3K shares344.95%2025-12-312026-02-17

DHR DANAHER CORPORATION99.8K shares0.25%2025-12-312026-02-17

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF105.4K shares4.67%2025-12-312026-02-17

TMUS T-MOBILE US, INC.111.1K shares-0.23%2025-12-312026-02-17

DGRO ISHARES CORE DIVIDEND GROWTH ETF315.8K shares267.28%2025-12-312026-02-17

QQQM INVESCO NASDAQ 100 ETF86.0K sharesnew addition2025-12-312026-02-17

Sponsored

ADBE ADOBE INC.62.1K shares-19.06%2025-12-312026-02-17

NFLX NETFLIX, INC.231.8K shares896.29%2025-12-312026-02-17

SCHB SCHWAB U.S. BROAD MARKET ETF826.8K shares-3.03%2025-12-312026-02-17

EATON CORP. PLC EATON CORP. PLC68.0K shares9.40%2025-12-312026-02-17

FLOT ISHARES FLOATING RATE BOND ETF418.3K shares294.40%2025-12-312026-02-17

SHY ISHARES 1-3 YEAR TREASURY BOND ETF255.7K shares0.57%2025-12-312026-02-17

GILD GILEAD SCIENCES, INC.170.8K shares-3.82%2025-12-312026-02-17

IWD ISHARES RUSSELL 1000 VALUE ETF99.2K shares6.97%2025-12-312026-02-17

Sponsored

AJG ARTHUR J. GALLAGHER & CO.80.6K shares-5.99%2025-12-312026-02-17

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF179.3K shares-7.18%2025-12-312026-02-17

SMH VANECK SEMICONDUCTOR ETF56.4K sharesnew addition2025-12-312026-02-17

AMD ADVANCED MICRO DEVICES, INC.94.1K shares13.42%2025-12-312026-02-17

IUSG ISHARES CORE S&P U.S. GROWTH ETF118.1K shares56.11%2025-12-312026-02-17

XLV HEALTH CARE SELECT SECTOR SPDR FUND126.6K shares33.25%2025-12-312026-02-17

ITW ILLINOIS TOOL WORKS INC.79.2K shares-8.89%2025-12-312026-02-17

IWM ISHARES RUSSELL 2000 ETF78.8K shares28.15%2025-12-312026-02-17

Sponsored

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF133.6K shares-5.15%2025-12-312026-02-17

BND VANGUARD TOTAL BOND MARKET ETF254.0K shares2129.64%2025-12-312026-02-17

AMT AMERICAN TOWER CORPORATION105.2K shares-9.94%2025-12-312026-02-17

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR361.1K sharesnew addition2025-12-312026-02-17

IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF924.2K shares294.09%2025-12-312026-02-17

USMV ISHARES MSCI USA MIN VOL FACTOR ETF193.9K shares33.89%2025-12-312026-02-17

CHRW C.H. ROBINSON WORLDWIDE, INC.113.4K shares-0.31%2025-12-312026-02-17

WFC WELLS FARGO & COMPANY194.8K shares3.29%2025-12-312026-02-17

Sponsored

PANW PALO ALTO NETWORKS, INC.97.3K shares13.17%2025-12-312026-02-17

WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION82.2K shares-1.37%2025-12-312026-02-17

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF179.1K shares5.39%2025-12-312026-02-17

J JACOBS SOLUTIONS INC.129.0K shares-0.77%2025-12-312026-02-17

VIG VANGUARD DIVIDEND APPRECIATION ETF76.6K shares34.37%2025-12-312026-02-17

IWV ISHARES RUSSELL 3000 ETF43.4K shares1.44%2025-12-312026-02-17

SCMB SCHWAB MUNICIPAL BOND ETF646.8K shares13.47%2025-12-312026-02-17

CPRT COPART, INC.425.4K shares0.48%2025-12-312026-02-17

Sponsored

IBM INTERNATIONAL BUSINESS MACHINES CORPORATION54.3K shares17.88%2025-12-312026-02-17

CME CME GROUP INC. CLASS A58.8K shares-3.75%2025-12-312026-02-17

NOW SERVICENOW, INC.104.4K shares407.63%2025-12-312026-02-17

ACWI ISHARES MSCI ACWI ETF112.1K shares-0.44%2025-12-312026-02-17

UBER UBER TECHNOLOGIES, INC.193.0K shares-1.19%2025-12-312026-02-17

GTIP GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF319.5K sharesnew addition2025-12-312026-02-17

MERCK & CO., INC. MERCK & CO., INC.148.9K shares22.06%2025-12-312026-02-17

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF266.1K shares535.37%2025-12-312026-02-17

Sponsored

BLACKROCK, INC. BLACKROCK, INC.14.2K shares32.91%2025-12-312026-02-17

IWY ISHARES RUSSELL TOP 200 GROWTH ETF54.3K sharesnew addition2025-12-312026-02-17

DSTL DISTILLATE US FDMTL STBLTY & VAL ETF252.4K sharesnew addition2025-12-312026-02-17

IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF324.7K shares1.92%2025-12-312026-02-17

BAC BANK OF AMERICA CORP268.7K shares16.56%2025-12-312026-02-17

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND146.6K shares442.21%2025-12-312026-02-17

XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND125.0K shares25.80%2025-12-312026-02-17

CRAI CRA INTERNATIONAL, INC.72.9K shares-11.59%2025-12-312026-02-17

Sponsored

IRM IRON MOUNTAIN, INC.172.9K shares-2.32%2025-12-312026-02-17

SCHW CHARLES SCHWAB CORP143.2K shares15.85%2025-12-312026-02-17

EMR EMERSON ELECTRIC CO.106.0K shares-3.21%2025-12-312026-02-17

VWO VANGUARD FTSE EMERGING MARKETS ETF255.7K shares11.58%2025-12-312026-02-17

BLACKSTONE INC. BLACKSTONE INC.87.9K shares36.95%2025-12-312026-02-17

IEUR ISHARES CORE MSCI EUROPE ETF188.6K shares-0.60%2025-12-312026-02-17

IUSV ISHARES CORE S&P US VALUE ETF130.5K shares14.58%2025-12-312026-02-17

T AT&T INC534.7K shares35.85%2025-12-312026-02-17

Sponsored

PULS PGIM ULTRA SHORT BOND ETF267.4K sharesnew addition2025-12-312026-02-17

SCHZ SCHWAB US AGGREGATE BOND ETF563.1K shares-9.25%2025-12-312026-02-17

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF91.4K shares13.46%2025-12-312026-02-17

LAM RESEARCH CORPORATION LAM RESEARCH CORPORATION76.4K shares2.00%2025-12-312026-02-17

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF125.2K sharesnew addition2025-12-312026-02-17

CL COLGATE-PALMOLIVE COMPANY161.0K shares-4.97%2025-12-312026-02-17

ADP AUTOMATIC DATA PROCESSING, INC.49.4K shares-4.11%2025-12-312026-02-17

SNOW SNOWFLAKE, INC.57.9K shares19.12%2025-12-312026-02-17

Sponsored

FFIV F5, INC.48.8K shares-0.24%2025-12-312026-02-17

IEI ISHARES 3-7 YEAR TREASURY BOND ETF104.4K shares11.72%2025-12-312026-02-17

SMOT VANECK MORNINGSTAR SMID MOAT ETF339.9K sharesnew addition2025-12-312026-02-17

UNH UNITEDHEALTH GROUP INCORPORATED36.9K shares12.51%2025-12-312026-02-17

GEM GOLDMAN SACHS ETF TR290.8K sharesnew addition2025-12-312026-02-17

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF149.0K shares-5.37%2025-12-312026-02-17

VZ VERIZON COMMUNICATIONS INC.292.1K shares28.34%2025-12-312026-02-17

KMB KIMBERLY-CLARK CORPORATION117.8K shares87.89%2025-12-312026-02-17

Sponsored

NEE NEXTERA ENERGY, INC.146.6K shares4.32%2025-12-312026-02-17

APD AIR PRODUCTS AND CHEMICALS, INC.47.6K shares7.54%2025-12-312026-02-17

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF61.3K shares48.92%2025-12-312026-02-17

NVS NOVARTIS AG SPONSORED ADR85.0K shares5.04%2025-12-312026-02-17

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND252.1K shares1902.45%2025-12-312026-02-17

SYK STRYKER CORPORATION32.9K shares-4.01%2025-12-312026-02-17

KO COCA-COLA COMPANY165.0K shares11.50%2025-12-312026-02-17

PM PHILIP MORRIS INTERNATIONAL INC.71.5K shares20.51%2025-12-312026-02-17

Sponsored

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF143.9K shares-0.99%2025-12-312026-02-17

FERGUSON ENTERPRISES INC. FERGUSON ENTERPRISES INC.51.4K shares-2.03%2025-12-312026-02-17

LAMR LAMAR ADVERTISING COMPANY CLASS A90.0K shares15.29%2025-12-312026-02-17

EFA ISHARES MSCI EAFE ETF118.5K shares42.20%2025-12-312026-02-17

ROP ROPER TECHNOLOGIES, INC.25.5K shares-17.71%2025-12-312026-02-17

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF194.9K sharesnew addition2025-12-312026-02-17

HEI HEICO CORPORATION34.5K shares-5.67%2025-12-312026-02-17

PLTR PALANTIR TECHNOLOGIES INC. CLASS A62.6K shares13.60%2025-12-312026-02-17

Sponsored

MET METLIFE, INC.140.7K shares12.04%2025-12-312026-02-17

USFR WISDOMTREE FLOATING RATE TREASURY ETF218.4K sharesnew addition2025-12-312026-02-17

MCD MCDONALD'S CORPORATION35.8K shares19.96%2025-12-312026-02-17

FSV FIRSTSERVICE CORP69.6K shares-6.96%2025-12-312026-02-17

MSCI MSCI INC. CLASS A18.8K shares4.77%2025-12-312026-02-17

BNL BROADSTONE NET LEASE, INC.615.9K shares-1.27%2025-12-312026-02-17

IETC ISHARES U S ETF TR103.4K sharesnew addition2025-12-312026-02-17

BA BOEING COMPANY48.4K shares3.87%2025-12-312026-02-17

Sponsored

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF123.7K shares-1.64%2025-12-312026-02-17

UNP UNION PACIFIC CORPORATION45.0K shares22.39%2025-12-312026-02-17

VT VANGUARD TOTAL WORLD STOCK ETF73.2K shares1.36%2025-12-312026-02-17

MU MICRON TECHNOLOGY, INC.35.1K shares9.24%2025-12-312026-02-17

RSG REPUBLIC SERVICES, INC.47.2K shares-5.68%2025-12-312026-02-17

XYL XYLEM INC.72.8K shares-4.87%2025-12-312026-02-17

ESGU ISHARES ESG AWARE MSCI USA ETF66.4K shares9.83%2025-12-312026-02-17

SYSB ISHARES TR110.1K sharesnew addition2025-12-312026-02-17

Sponsored

ADI ANALOG DEVICES, INC.36.1K shares0.29%2025-12-312026-02-17

CTAS CINTAS CORPORATION51.9K shares-3.82%2025-12-312026-02-17

IYF ISHARES U.S. FINANCIALS ETF75.7K shares-7.38%2025-12-312026-02-17

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF161.0K shares8.28%2025-12-312026-02-17

BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF408.9K shares16.07%2025-12-312026-02-17

TFLO ISHARES TREASURY FLOATING RATE BOND ETF188.7K shares1.00%2025-12-312026-02-17

ODFL OLD DOMINION FREIGHT LINE, INC.60.3K shares-11.91%2025-12-312026-02-17

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND105.6K shares32.89%2025-12-312026-02-17

Sponsored

BALL BALL CORPORATION177.7K shares-7.49%2025-12-312026-02-17

STERIS PLC STERIS PLC37.0K shares-6.42%2025-12-312026-02-17

ACGL ARCH CAPITAL GROUP LTD.96.9K shares623.54%2025-12-312026-02-17

AMAT APPLIED MATERIALS, INC.36.0K shares15.10%2025-12-312026-02-17

MPLX MPLX LP172.5K shares2739.84%2025-12-312026-02-17

TXN TEXAS INSTRUMENTS INCORPORATED53.1K shares18.46%2025-12-312026-02-17

VGSH VANGUARD SHORT-TERM TREASURY ETF156.6K shares13.85%2025-12-312026-02-17

RUNN RUNNING OAK EFFICIENT GROWTH ETF273.5K sharesnew addition2025-12-312026-02-17

Sponsored

CALAMOS ETF TR CALAMOS ETF TR355.8K sharesnew addition2025-12-312026-02-17

GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF211.2K sharesnew addition2025-12-312026-02-17

GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF84.3K shares8.21%2025-12-312026-02-17

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF240.5K shares3.35%2025-12-312026-02-17

CAIE CALAMOS ETF TR334.9K sharesnew addition2025-12-312026-02-17

KNSL KINSALE CAPITAL GROUP, INC.22.9K shares-15.05%2025-12-312026-02-17

PTL INSPIRE 500 ETF35.8K shares32.21%2025-12-312026-02-17

IEF ISHARES 7-10 YEAR TREASURY BOND ETF92.0K shares0.60%2025-12-312026-02-17

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF11.7K shares164.70%2025-12-312026-02-17

MSI MOTOROLA SOLUTIONS, INC.22.9K shares-8.60%2025-12-312026-02-17

GLD SPDR GOLD SHARES21.8K shares46.22%2025-12-312026-02-17

BMY BRISTOL-MYERS SQUIBB COMPANY159.8K shares-3.39%2025-12-312026-02-17

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF103.3K shares-10.91%2025-12-312026-02-17

MS MORGAN STANLEY47.9K shares12.03%2025-12-312026-02-17

ULS UL SOLUTIONS INC106.8K shares-9.90%2025-12-312026-02-17

DEO DIAGEO PLC SPONSORED ADR97.5K shares-8.54%2025-12-312026-02-17

Sponsored

PBE INVESCO EXCHANGE TRADED FD T102.2K shares20.11%2025-12-312026-02-17

PEG PUBLIC SERVICE ENTERPRISE GROUP INC104.3K shares668.14%2025-12-312026-02-17

TJX TJX COMPANIES INC54.4K shares2.94%2025-12-312026-02-17

COF CAPITAL ONE FINANCIAL CORP34.5K shares2.35%2025-12-312026-02-17

THOMSON REUTERS CORPORATION THOMSON REUTERS CORPORATION62.9K shares-3.51%2025-12-312026-02-17

SHOP SHOPIFY, INC. CLASS A51.4K shares99.31%2025-12-312026-02-17

CRWD CROWDSTRIKE HOLDINGS, INC. CLASS A17.6K shares16.83%2025-12-312026-02-17

IWB ISHARES RUSSELL 1000 ETF22.0K shares88.94%2025-12-312026-02-17

Sponsored

UPS UNITED PARCEL SERVICE, INC. CLASS B82.3K shares8.32%2025-12-312026-02-17

IYH ISHARES U.S. HEALTHCARE ETF119.3K shares5.83%2025-12-312026-02-17

BBVA BANCO BILBAO VIZCAYA ARGENTARIA, S.A. SPONSORED ADR330.3K shares-4.51%2025-12-312026-02-17

ORLY O'REILLY AUTOMOTIVE, INC.84.3K shares-1.92%2025-12-312026-02-17

ESGV VANGUARD ESG U.S. STOCK ETF63.4K shares771.43%2025-12-312026-02-17

BARRICK MINING CORPORATION BARRICK MINING CORPORATION175.2K shares-9.34%2025-12-312026-02-17

VO VANGUARD MID-CAP ETF26.3K shares16.07%2025-12-312026-02-17

SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF286.8K sharesnew addition2025-12-312026-02-17

Sponsored

CEG CONSTELLATION ENERGY CORPORATION21.5K shares20.35%2025-12-312026-02-17

FSS FEDERAL SIGNAL CORPORATION69.6K shares-7.56%2025-12-312026-02-17

WDAY WORKDAY, INC. CLASS A34.8K shares-24.53%2025-12-312026-02-17

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF303.0K shares18.15%2025-12-312026-02-17

SCHA SCHWAB U.S. SMALL-CAP ETF254.5K shares-7.78%2025-12-312026-02-17

APP APPLOVIN CORP. CLASS A10.7K shares10.64%2025-12-312026-02-17

SPAB SPDR PORTFOLIO AGGREGATE BOND ETF275.7K shares-15.71%2025-12-312026-02-17

JMUB JPMORGAN MUNICIPAL ETF140.0K sharesnew addition2025-12-312026-02-17

Sponsored

SO SOUTHERN COMPANY80.6K shares2.71%2025-12-312026-02-17

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF93.2K shares33.16%2025-12-312026-02-17

CSM PROSHARES LARGE CAP CORE PLUS86.9K sharesnew addition2025-12-312026-02-17

NKE NIKE, INC. CLASS B107.7K shares-22.43%2025-12-312026-02-17

TRMB TRIMBLE INC.85.9K shares-1.37%2025-12-312026-02-17

BIBL INSPIRE 100 ETF147.8K shares31.46%2025-12-312026-02-17

IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF317.8K shares41.42%2025-12-312026-02-17

DUKE ENERGY CORPORATION DUKE ENERGY CORPORATION55.6K shares5.92%2025-12-312026-02-17

Sponsored

MDLZ MONDELEZ INTERNATIONAL, INC. CLASS A120.3K shares-15.62%2025-12-312026-02-17

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF28.8K shares612.89%2025-12-312026-02-17

RY ROYAL BANK OF CANADA37.7K shares-1.74%2025-12-312026-02-17

CACI CACI INTERNATIONAL INC CLASS A11.9K shares2.08%2025-12-312026-02-17

IWR ISHARES RUSSELL MIDCAP ETF65.4K shares20.54%2025-12-312026-02-17

INTC INTEL CORPORATION169.6K shares9.21%2025-12-312026-02-17

CSX CSX CORPORATION171.9K shares3.33%2025-12-312026-02-17

KLAC KLA CORPORATION5.1K shares1.85%2025-12-312026-02-17

Sponsored

AAUS ALPHA ARCHITECT US EQUITY ETF111.8K sharesnew addition2025-12-312026-02-17

PLD PROLOGIS, INC.48.2K shares2.30%2025-12-312026-02-17

TSCO TRACTOR SUPPLY COMPANY122.3K shares-3.98%2025-12-312026-02-17

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF57.1K shares83.00%2025-12-312026-02-17

ICVT ISHARES CONVERTIBLE BOND ETF61.8K shares21.61%2025-12-312026-02-17

SLVP ISHARES MSCI GLOBAL SILVER MINERS ETF177.6K sharesnew addition2025-12-312026-02-17

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF81.8K shares-3.22%2025-12-312026-02-17

FDG AMERICAN CENTURY FOC DYNMC GR ETF47.8K sharesnew addition2025-12-312026-02-17

Sponsored

BRK.A BERKSHIRE HATHAWAY INC. CLASS A8 shares0.00%2025-12-312026-02-17

VPLS VANGUARD CORE-PLUS BOND ETF76.9K sharesnew addition2025-12-312026-02-17

IPAC ISHARES CORE MSCI PACIFIC ETF81.7K shares-1.05%2025-12-312026-02-17

PAYX PAYCHEX, INC.53.2K shares-0.09%2025-12-312026-02-17

PFE PFIZER INC.239.5K shares8.63%2025-12-312026-02-17

EVTR EATON VANCE TOTAL RETURN BOND ETF114.3K sharesnew addition2025-12-312026-02-17

XLI INDUSTRIAL SELECT SECTOR SPDR FUND37.2K shares100.65%2025-12-312026-02-17

IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF249.2K shares270.14%2025-12-312026-02-17

Sponsored

XLF FINANCIAL SELECT SECTOR SPDR FUND104.1K shares70.96%2025-12-312026-02-17

IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND116.8K shares-1.14%2025-12-312026-02-17

SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF127.5K shares-7.86%2025-12-312026-02-17

HDB HDFC BANK LIMITED SPONSORED ADR154.6K shares-6.37%2025-12-312026-02-17

LNT ALLIANT ENERGY CORPORATION86.8K shares2.05%2025-12-312026-02-17

NOC NORTHROP GRUMMAN CORP.9.9K shares-2.15%2025-12-312026-02-17

POOL POOL CORPORATION24.5K shares-9.01%2025-12-312026-02-17

CITIGROUP INC. CITIGROUP INC.47.9K shares21.52%2025-12-312026-02-17

Sponsored

CB CHUBB LIMITED17.8K shares18.75%2025-12-312026-02-17

SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF73.9K shares4.42%2025-12-312026-02-17

PWR QUANTA SERVICES, INC.13.1K shares16.30%2025-12-312026-02-17

VRTX VERTEX PHARMACEUTICALS INCORPORATED12.1K shares4.91%2025-12-312026-02-17

LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF73.1K shares5.20%2025-12-312026-02-17

SOXX ISHARES SEMICONDUCTOR ETF17.9K shares18.13%2025-12-312026-02-17

MO ALTRIA GROUP, INC.93.2K shares22.54%2025-12-312026-02-17

COP CONOCOPHILLIPS57.2K shares-3.15%2025-12-312026-02-17

Sponsored

LINDE PLC LINDE PLC12.3K shares-5.38%2025-12-312026-02-17

BSX BOSTON SCIENTIFIC CORPORATION54.8K shares6.49%2025-12-312026-02-17

QCRH QCR HOLDINGS, INC.62.4K shares0.02%2025-12-312026-02-17

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF111.1K shares-9.48%2025-12-312026-02-17

GMUB GOLDMAN SACHS ETF TR98.4K sharesnew addition2025-12-312026-02-17

MORN MORNINGSTAR, INC.23.1K shares-8.74%2025-12-312026-02-17

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF47.1K shares-9.97%2025-12-312026-02-17

CDNS CADENCE DESIGN SYSTEMS, INC.16.0K shares0.62%2025-12-312026-02-17

Sponsored

IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF48.3K shares-8.74%2025-12-312026-02-17

SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF211.9K shares4.38%2025-12-312026-02-17

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF86.4K shares-6.85%2025-12-312026-02-17

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF105.2K shares-1.01%2025-12-312026-02-17

XLE ENERGY SELECT SECTOR SPDR FUND109.3K shares264.80%2025-12-312026-02-17

FCX FREEPORT-MCMORAN, INC.94.8K shares-0.43%2025-12-312026-02-17

IBD INSPIRE CORPORATE BOND ETF198.0K shares34.34%2025-12-312026-02-17

PSX PHILLIPS 6636.4K shares-2.27%2025-12-312026-02-17

Sponsored

DVY ISHARES SELECT DIVIDEND ETF32.9K shares4.05%2025-12-312026-02-17

DSI ISHARES ESG MSCI KLD 400 ETF35.9K shares3.83%2025-12-312026-02-17

NTRS NORTHERN TRUST CORPORATION33.8K shares-18.12%2025-12-312026-02-17

DOV DOVER CORPORATION23.4K shares-1.46%2025-12-312026-02-17

MNST MONSTER BEVERAGE CORPORATION59.0K shares2.85%2025-12-312026-02-17

WSO WATSCO, INC.13.3K shares-13.68%2025-12-312026-02-17

MMM 3M COMPANY28.1K shares19.14%2025-12-312026-02-17

ALERIAN MLP ETF ALERIAN MLP ETF95.2K shares12.97%2025-12-312026-02-17

Sponsored

IBIT ISHARES BITCOIN TRUST ETF89.7K shares213.81%2025-12-312026-02-17

DHI D.R. HORTON, INC.30.8K shares-5.83%2025-12-312026-02-17

CIG COMPANHIA ENERGETICA DE MINAS GERAIS SA SPONSORED ADR PFD2.2M shares-2.78%2025-12-312026-02-17

CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.23.5K shares4.01%2025-12-312026-02-17

PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF209.5K shares51.41%2025-12-312026-02-17

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF50.7K shares1.27%2025-12-312026-02-17

MGK VANGUARD MEGA CAP GROWTH ETF10.2K shares11.15%2025-12-312026-02-17

IXN ISHARES GLOBAL TECH ETF40.1K shares165.49%2025-12-312026-02-17

Sponsored

IWP ISHARES RUSSELL MID-CAP GROWTH ETF30.3K shares22.08%2025-12-312026-02-17

WELL WELLTOWER INC.22.3K shares-1.91%2025-12-312026-02-17

BK BANK OF NEW YORK MELLON CORP35.6K shares3.44%2025-12-312026-02-17

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF169.9K shares38.66%2025-12-312026-02-17

IXJ ISHARES GLOBAL HEALTHCARE ETF42.3K sharesnew addition2025-12-312026-02-17

ALPHA ARCHITECT US EQUITY 2 ETF ALPHA ARCHITECT US EQUITY 2 ETF83.3K sharesnew addition2025-12-312026-02-17

E ENI S.P.A. SPONSORED ADR107.8K shares1387.69%2025-12-312026-02-17

AZO AUTOZONE, INC.1.2K shares3.08%2025-12-312026-02-17

Sponsored

ARISTA NETWORKS, INC. ARISTA NETWORKS, INC.30.9K shares1.85%2025-12-312026-02-17

PWB INVESCO LARGE CAP GROWTH ETF31.5K shares-10.12%2025-12-312026-02-17

HLT HILTON WORLDWIDE HOLDINGS INC.13.8K shares-3.23%2025-12-312026-02-17

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST8.2K shares191.42%2025-12-312026-02-17

VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF38.2K shares44.97%2025-12-312026-02-17

LMT LOCKHEED MARTIN CORPORATION7.9K shares9.58%2025-12-312026-02-17

DLR DIGITAL REALTY TRUST, INC.24.4K shares-1.95%2025-12-312026-02-17

JCI JOHNSON CONTROLS INTERNATIONAL PLC31.0K shares12.04%2025-12-312026-02-17

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TRUST6.1K shares9.83%2025-12-312026-02-17

GWW W.W. GRAINGER, INC.3.7K shares2.46%2025-12-312026-02-17

BUFR FT VEST LADDERED BUFFER ETF107.5K shares25.37%2025-12-312026-02-17

HCA HCA HEALTHCARE INC7.9K shares38.44%2025-12-312026-02-17

XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND47.3K sharesnew addition2025-12-312026-02-17

MAR MARRIOTT INTERNATIONAL, INC. CLASS A11.8K shares28.50%2025-12-312026-02-17

USB U.S. BANCORP68.2K shares-0.62%2025-12-312026-02-17

TPIF TIMOTHY PLAN INTERNATIONAL ETF103.5K shares30.32%2025-12-312026-02-17

Sponsored

SPOT SPOTIFY TECHNOLOGY SA6.2K shares-6.08%2025-12-312026-02-17

OBDC BLUE OWL CAPITAL CORPORATION287.7K shares0.26%2025-12-312026-02-17

SCHE SCHWAB EMERGING MARKETS EQUITY ETF109.0K shares-1.20%2025-12-312026-02-17

WWJD INSPIRE INTERNATIONAL ETF97.7K shares30.68%2025-12-312026-02-17

MGV VANGUARD MEGA CAP VALUE ETF25.3K shares6.82%2025-12-312026-02-17

TLT ISHARES 20 YEAR TREASURY BOND ETF40.8K shares-0.90%2025-12-312026-02-17

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF41.2K shares-3.83%2025-12-312026-02-17

EQIX EQUINIX, INC.4.6K shares-3.47%2025-12-312026-02-17

Sponsored

EEM ISHARES MSCI EMERGING MARKETS ETF63.0K shares7.20%2025-12-312026-02-17

DRI DARDEN RESTAURANTS, INC.18.6K shares134.15%2025-12-312026-02-17

EW EDWARDS LIFESCIENCES CORPORATION40.1K shares4.31%2025-12-312026-02-17

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND66.0K shares39.05%2025-12-312026-02-17

AFL AFLAC INCORPORATED30.9K shares8.44%2025-12-312026-02-17

PGR PROGRESSIVE CORPORATION14.9K shares-0.18%2025-12-312026-02-17

RCL ROYAL CARIBBEAN GROUP12.2K shares-2.48%2025-12-312026-02-17

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF132.6K shares11.23%2025-12-312026-02-17

Sponsored

CVS CVS HEALTH CORPORATION42.7K shares9.30%2025-12-312026-02-17

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF133.0K shares9.54%2025-12-312026-02-17

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF131.5K shares9.35%2025-12-312026-02-17

WM WASTE MANAGEMENT, INC.15.2K shares4.97%2025-12-312026-02-17

IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF130.3K shares15.06%2025-12-312026-02-17

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF68.9K shares3.45%2025-12-312026-02-17

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF39.8K shares-1.48%2025-12-312026-02-17

CIGNA GROUP CIGNA GROUP11.9K shares-2.83%2025-12-312026-02-17

Sponsored

SCHM SCHWAB U.S. MID-CAP ETF108.6K shares9.64%2025-12-312026-02-17

VCR VANGUARD CONSUMER DISCRETIONARY ETF8.3K shares606.83%2025-12-312026-02-17

EPD ENTERPRISE PRODUCTS PARTNERS L.P.101.8K shares302.89%2025-12-312026-02-17

ICE INTERCONTINENTAL EXCHANGE, INC.20.0K shares-2.77%2025-12-312026-02-17

MCK MCKESSON CORPORATION3.9K shares2.80%2025-12-312026-02-17

RJF RAYMOND JAMES FINANCIAL, INC.19.9K shares-0.69%2025-12-312026-02-17

TT TRANE TECHNOLOGIES PLC8.2K shares12.65%2025-12-312026-02-17

TRV TRAVELERS COMPANIES, INC.10.9K shares10.31%2025-12-312026-02-17

Sponsored

TFC TRUIST FINANCIAL CORPORATION63.9K shares9.74%2025-12-312026-02-17

XLU UTILITIES SELECT SECTOR SPDR FUND73.6K shares253.64%2025-12-312026-02-17

VTEB VANGUARD TAX-EXEMPT BOND ETF62.3K shares147.22%2025-12-312026-02-17

SHEL SHELL PLC SPONSORED ADR41.9K shares61.84%2025-12-312026-02-17

IBB ISHARES BIOTECHNOLOGY ETF18.2K shares236.74%2025-12-312026-02-17

ELV ELEVANCE HEALTH, INC.8.8K shares1.80%2025-12-312026-02-17

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF120.6K shares9.38%2025-12-312026-02-17

NEM NEWMONT CORPORATION30.7K shares13.94%2025-12-312026-02-17

Sponsored

IBMS ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF116.6K shares351.76%2025-12-312026-02-17

GM GENERAL MOTORS COMPANY37.0K shares18.76%2025-12-312026-02-17

KMI KINDER MORGAN INC CLASS P109.4K shares3.37%2025-12-312026-02-17

MCO MOODY'S CORPORATION5.9K shares2.57%2025-12-312026-02-17

CMCSA COMCAST CORPORATION CLASS A100.3K shares13.84%2025-12-312026-02-17

SNPS SYNOPSYS, INC.6.3K shares-5.86%2025-12-312026-02-17

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF127.1K shares10.18%2025-12-312026-02-17

PNC PNC FINANCIAL SERVICES GROUP, INC.14.0K shares7.98%2025-12-312026-02-17

Sponsored

SIL GLOBAL X SILVER MINERS ETF34.5K sharesnew addition2025-12-312026-02-17

GSC GOLDMAN SACHS ETF TR52.2K sharesnew addition2025-12-312026-02-17

AZN ASTRAZENECA PLC SPONSORED ADR30.8K shares4.74%2025-12-312026-02-17

VFH VANGUARD FINANCIALS ETF20.9K shares342.58%2025-12-312026-02-17

ROST ROSS STORES, INC.15.3K shares38.69%2025-12-312026-02-17

CTVA CORTEVA INC41.1K shares5.98%2025-12-312026-02-17

AMJB ALERIAN MLP INDEX ETNS DUE JANUARY 28, 204492.0K shares0.00%2025-12-312026-02-17

SAP SAP SE SPONSORED ADR11.3K shares-0.59%2025-12-312026-02-17

Sponsored

AEP AMERICAN ELECTRIC POWER COMPANY, INC.23.7K shares10.23%2025-12-312026-02-17

ECL ECOLAB INC.10.3K shares-0.36%2025-12-312026-02-17

MGC VANGUARD MEGA CAP ETF10.6K sharesnew addition2025-12-312026-02-17

NSC NORFOLK SOUTHERN CORPORATION9.2K shares2.06%2025-12-312026-02-17

SHV ISHARES SHORT TREASURY BOND ETF24.1K shares26.25%2025-12-312026-02-17

GIS GENERAL MILLS, INC.57.0K shares12.35%2025-12-312026-02-17

DDOG DATADOG, INC. CLASS A19.5K shares30.66%2025-12-312026-02-17

SNY SANOFI SA SPONSORED ADR54.7K shares-0.37%2025-12-312026-02-17

Sponsored

MMC MARSH & MCLENNAN COMPANIES, INC.14.2K shares6.64%2025-12-312026-02-17

HWM HOWMET AEROSPACE INC.12.8K shares12.13%2025-12-312026-02-17

CMI CUMMINS INC.5.1K shares-0.91%2025-12-312026-02-17

VPL VANGUARD FTSE PACIFIC ETF28.9K shares-10.95%2025-12-312026-02-17

VPU VANGUARD UTILITIES ETF14.1K shares35.55%2025-12-312026-02-17

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF118.1K shares44.78%2025-12-312026-02-17

LHX L3HARRIS TECHNOLOGIES INC8.9K shares10.33%2025-12-312026-02-17

MPC MARATHON PETROLEUM CORPORATION16.0K shares6.58%2025-12-312026-02-17

Sponsored

QLTA ISHARES TR54.0K shares2.32%2025-12-312026-02-17

CLOA BLACKROCK ETF TRUST II50.1K shares2.44%2025-12-312026-02-17

SPG SIMON PROPERTY GROUP, INC.14.0K shares11.82%2025-12-312026-02-17

ESGE ISHARES ESG AWARE MSCI EM ETF58.5K shares26.60%2025-12-312026-02-17

VOT VANGUARD MID-CAP GROWTH ETF9.1K shares-5.77%2025-12-312026-02-17

FDX FEDEX CORPORATION8.8K shares4.24%2025-12-312026-02-17

ADSK AUTODESK, INC.8.5K shares6.90%2025-12-312026-02-17

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF34.5K shares14.18%2025-12-312026-02-17

Sponsored

CENCORA, INC. CENCORA, INC.7.3K shares8.61%2025-12-312026-02-17

WBD WARNER BROS. DISCOVERY, INC. SERIES A84.8K shares53.44%2025-12-312026-02-17

WAT WATERS CORPORATION6.4K shares-9.07%2025-12-312026-02-17

GBTC GRAYSCALE BITCOIN TRUST ETF35.6K shares36.55%2025-12-312026-02-17

TSPA T. ROWE PRICE US EQUITY RESEARCH ETF56.0K sharesnew addition2025-12-312026-02-17

PCAR PACCAR INC21.8K shares-1.14%2025-12-312026-02-17

USXF ISHARES ESG ADVANCED MSCI USA ETF41.4K shares6.22%2025-12-312026-02-17

LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF25.5K shares0.75%2025-12-312026-02-17

Sponsored

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33.9K sharesnew addition2025-12-312026-02-17

DFAS DIMENSIONAL U.S. SMALL CAP ETF33.8K shares4.45%2025-12-312026-02-17

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF25.8K shares12.46%2025-12-312026-02-17

TM TOYOTA MOTOR CORP. SPONSORED ADR11.0K shares80.70%2025-12-312026-02-17

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF54.0K shares3.51%2025-12-312026-02-17

REGN REGENERON PHARMACEUTICALS, INC.3.0K shares15.99%2025-12-312026-02-17

ALGN ALIGN TECHNOLOGY, INC.14.7K shares7.13%2025-12-312026-02-17

AIG AMERICAN INTERNATIONAL GROUP, INC.26.8K shares-9.42%2025-12-312026-02-17

Sponsored

AMP AMERIPRISE FINANCIAL, INC.4.7K shares15.11%2025-12-312026-02-17

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR46.7K shares0.70%2025-12-312026-02-17

SONY SONY GROUP CORPORATION SPONSORED ADR89.2K shares0.31%2025-12-312026-02-17

CBRE CBRE GROUP, INC. CLASS A14.1K shares-5.01%2025-12-312026-02-17

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TRUST3.0K shares0.00%2025-12-312026-02-17

TLT Call CallISHARES 20 YEAR TREASURY BOND ETF2.4K shares0.00%2025-12-312026-02-17

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TRUST33.1K shares1.53%2025-12-312026-02-17

INVESCO QQQ TRUST SERIES I Put PutINVESCO QQQ TRUST SERIES I7.5K sharesnew addition2025-12-312026-02-17

AAPL Put PutAPPLE INC.16.0K shares18.52%2025-12-312026-02-17

KRE Put PutSPDR S&P REGIONAL BANKING ETF61.0K shares9.71%2025-12-312026-02-17

LLY Put PutELI LILLY AND COMPANY2.3K shares155.56%2025-12-312026-02-17

BERKSHIRE HATHAWAY INC. CLASS B Put PutBERKSHIRE HATHAWAY INC. CLASS B2.6K shares0.00%2025-12-312026-02-17

MSFT Put PutMICROSOFT CORPORATION2.3K shares0.00%2025-12-312026-02-17

META Put PutMETA PLATFORMS INC CLASS A1.6K shares0.00%2025-12-312026-02-17

CRWD Put PutCROWDSTRIKE HOLDINGS, INC. CLASS A1.4K shares0.00%2025-12-312026-02-17