The Analysis of United Community Bank's Holdings
Currently, United Community Bank holds 552 types of securities in its portfolio with a total value $264.5M. In the most recent quarter, they have increased their positions in VEA (+24.8K shares, valued at $1.6M), VUG (+1.9K shares, valued at $925.5K), VTI (+2.5K shares, valued at $826.4K); decreased their positions in IVV (-15.0K shares, valued at $10.3M), N/A (-13.5K shares, valued at $6.8M), N/A (-5.1K shares, valued at $1.6M); initiated new positions in N/A (+4.4K shares, valued at $289.1K), IBKR (+2.4K shares, valued at $152.4K), XAR (+452 shares, valued at $109.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IAUM ISHARES GOLD TR SHARES REPRESENT ETF389.7K shares2.03%2025-12-312026-01-30
PBP INVESCO EXCHANGE TRADED FD TR ETF480.3K shares-10.72%2025-12-312026-01-30 EFA ISHARES MSCI EAFE ETF96.6K shares-2.33%2025-12-312026-01-30 MSFT MICROSOFT CORP COM18.4K shares-7.68%2025-12-312026-01-30 IVV ISHARES TR CORE S&P500 ETF12.0K shares-55.47%2025-12-312026-01-30 IJH ISHARES CORE S&P MIDCAP ETF78.4K shares6.62%2025-12-312026-01-30 VTI VANGUARD TOTAL STOCK MARKET ETF13.3K shares22.68%2025-12-312026-01-30 VXF VANGUARD EXTENDED MARKET ETF21.3K shares14.46%2025-12-312026-01-30 AAPL APPLE INC COM15.7K shares-11.08%2025-12-312026-01-30 NVDA NVIDIA CORPORATION COM22.0K shares6.56%2025-12-312026-01-30 VUG VANGUARD GROWTH ETF7.1K shares36.26%2025-12-312026-01-30 SPHQ INVESCO EXCHANGE TRADED FD TR S&P50044.7K shares26.77%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO9.7K shares-10.01%2025-12-312026-01-30 IJR ISHARES CORE S&P SMALL CAP ETF25.9K shares8.57%2025-12-312026-01-30 VXUS VANGUARD TOTAL INTL STOCK ET38.9K shares33.10%2025-12-312026-01-30 CSCO CISCO SYSTEMS INC32.5K shares-25.83%2025-12-312026-01-30 HD HOME DEPOT INC7.2K shares-2.42%2025-12-312026-01-30 AMZN AMAZON COM INC COM10.4K shares-28.98%2025-12-312026-01-30 CVX CHEVRON CORP NEW COM15.6K shares-22.53%2025-12-312026-01-30 PM PHILIP MORRIS INTL INC COM14.2K shares-5.48%2025-12-312026-01-30 VEA VANGUARD FTSE DEVELOPED MARKETS ETF36.1K shares220.15%2025-12-312026-01-30 META META PLATFORMS INC CL A COM3.3K shares-27.20%2025-12-312026-01-30 ABBV ABBVIE INC COM9.2K shares-11.08%2025-12-312026-01-30 T AT&T INC.83.3K shares-27.55%2025-12-312026-01-30 VYM VANGUARD HIGH DIVIDEND YIELD ETF14.3K shares31.44%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX FDS FTSE ETF37.6K shares-3.54%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS COM6.7K shares-5.54%2025-12-312026-01-30 KO COCA COLA CO COM26.2K shares1.51%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON COM8.4K shares-35.31%2025-12-312026-01-30 XLK SELECT SECTOR SPDR TR STATE ST TECH ETF11.6K shares90.12%2025-12-312026-01-30 WMT WALMART INC COM14.6K shares45.98%2025-12-312026-01-30 NEE NEXTERA ENERGY INC COM19.9K shares-0.14%2025-12-312026-01-30 BMY BRISTOL-MYERS SQUIBB CO COM27.9K shares-23.62%2025-12-312026-01-30 LLY ELI LILLY & CO COM1.4K shares-15.20%2025-12-312026-01-30 COST COSTCO WHSL CORP NEW COM1.7K shares-0.06%2025-12-312026-01-30 PNC PNC FINANCIAL SERVICES GROUP INC6.8K shares-26.25%2025-12-312026-01-30 GILD GILEAD SCIENCES INC COM11.3K shares4.30%2025-12-312026-01-30 ADP AUTOMATIC DATA PROCESSING INC5.1K shares-1.76%2025-12-312026-01-30 XOM EXXON MOBIL CORP10.8K shares-0.41%2025-12-312026-01-30 V VISA INC COM CL A3.6K shares-26.32%2025-12-312026-01-30 OKE ONEOK INC NEW COM17.0K shares-20.94%2025-12-312026-01-30 VZ VERIZON COMMUNICATIONS INC COM29.3K shares-14.81%2025-12-312026-01-30 DRI DARDEN RESTAURANTS INC COM6.4K shares-29.44%2025-12-312026-01-30 SPY S&P 500 DR (SPDRS)1.7K shares16.21%2025-12-312026-01-30 EMR EMERSON ELEC CO COM8.7K shares1.94%2025-12-312026-01-30 CSX CSX CORP30.4K shares1.30%2025-12-312026-01-30 SCHW SCHWAB CHARLES CORP COM11.0K shares-0.18%2025-12-312026-01-30 USB U S BANCORP NEW20.1K shares-40.04%2025-12-312026-01-30 IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF10.1K shares-0.88%2025-12-312026-01-30 AXP AMERICAN EXPRESS CO2.9K shares0.74%2025-12-312026-01-30 ENB ENBRIDGE INC COM22.1K shares-33.56%2025-12-312026-01-30 VNQ VANGUARD INDEX FDS REAL ESTATE ETF11.9K shares-3.85%2025-12-312026-01-30 BP BP PLC SPONSORED ADR29.5K shares1.27%2025-12-312026-01-30 MA MASTERCARD INC CL A1.8K shares-42.29%2025-12-312026-01-30 MS MORGAN STANLEY5.1K shares0.10%2025-12-312026-01-30 MEDTRONIC PLC MEDTRONIC PLC9.2K shares-34.99%2025-12-312026-01-30 CMCSA COMCAST CORP CL A (NEW)28.4K shares-14.46%2025-12-312026-01-30 TFC TRUIST FINL CORP COM17.2K shares1.51%2025-12-312026-01-30 BKNG BOOKING HLDGS INC COM154 shares-44.00%2025-12-312026-01-30 BEN FRANKLIN RESOURCES INC COM34.0K shares-0.13%2025-12-312026-01-30 DVY ISHARES SELECT DIVIDEND ETF5.7K shares-19.15%2025-12-312026-01-30 MDY SPDR S&P MIDCAP 400 ETF TRUS1.3K shares-2.48%2025-12-312026-01-30 OHI OMEGA HEALTHCARE INVESTORS17.4K shares1.05%2025-12-312026-01-30 CRM SALESFORCE INC COM2.9K shares-32.86%2025-12-312026-01-30 TD TORONTO DOMINION BK ONT COM NEW8.1K shares0.25%2025-12-312026-01-30 UPS UNITED PARCEL SERVICE INC CL B7.7K shares-31.46%2025-12-312026-01-30 KMB KIMBERLY-CLARK CORP COM7.1K shares-14.79%2025-12-312026-01-30 IJK iSHARES S&P MIDCAP GROWTH INDEX7.4K shares0.00%2025-12-312026-01-30 DGRW WISDOMTREE TR US QTLY DIV GRT ETF7.9K shares18.35%2025-12-312026-01-30 ORCL ORACLE CORP3.5K shares-13.42%2025-12-312026-01-30 BAC BANK OF AMERICA CORP12.5K shares-13.59%2025-12-312026-01-30 CAT CATERPILLAR INC COM1.2K shares0.43%2025-12-312026-01-30 LMT LOCKHEED MARTIN CORP COM1.3K shares0.00%2025-12-312026-01-30 IVW ISHARES S&P 500 GROWTH ETF5.2K shares-0.19%2025-12-312026-01-30 AMGN AMGEN INC1.9K shares-40.26%2025-12-312026-01-30 TRV THE TRAVELERS COMPANIES INC2.0K shares-10.58%2025-12-312026-01-30 PG PROCTER & GAMBLE CO4.1K shares-0.24%2025-12-312026-01-30 PFE PFIZER INC COM23.2K shares-29.96%2025-12-312026-01-30 PGR PROGRESSIVE CORP COM2.4K shares0.62%2025-12-312026-01-30 AMAT APPLIED MATERIALS INC2.1K shares-61.96%2025-12-312026-01-30 TGT TARGET CORP5.5K shares-9.94%2025-12-312026-01-30 VLO VALERO ENERGY CORP NEW3.2K shares-11.43%2025-12-312026-01-30 VONG VANGUARD RUSSELL 1000 GROWTH ETF4.3K shares0.00%2025-12-312026-01-30 AEP AMERICAN ELECTRIC POWER CO INC COM4.5K shares-49.96%2025-12-312026-01-30 VGT VANGUARD INFORMATION TECHNOLOGY INDEX685 shares0.00%2025-12-312026-01-30 IEFA iSHARES CORE MSCI EAFE ETF5.7K shares54.97%2025-12-312026-01-30 IWR ISHARES RUSSELL MIDCAP ETF5.3K shares0.00%2025-12-312026-01-30 PHM PULTE HOMES INC4.3K shares-10.98%2025-12-312026-01-30 ADBE ADOBE INC COM1.4K shares-54.26%2025-12-312026-01-30 DAL DELTA AIR LINES INC7.3K shares-1.02%2025-12-312026-01-30 TSLA TESLA INC COM1.1K shares12.68%2025-12-312026-01-30 RIO RIO TINTO PLC SPONSORED ADR6.1K shares-0.16%2025-12-312026-01-30 PKG PACKAGING CORP OF AMERICA2.3K shares-43.78%2025-12-312026-01-30 IP INTERNATIONAL PAPER CO COM11.9K shares-3.14%2025-12-312026-01-30 QCOM QUALCOMM INC COM2.7K shares-36.91%2025-12-312026-01-30 SPGI S&P GLOBAL INC COM883 shares-16.93%2025-12-312026-01-30 GPC GENUINE PARTS CO3.6K shares-50.62%2025-12-312026-01-30 DIS DISNEY WALT CO COM3.8K shares-53.30%2025-12-312026-01-30 TNL TRAVEL PLUS LEISURE CO COM6.0K shares1.02%2025-12-312026-01-30 INTU INTUIT INC628 shares-5.71%2025-12-312026-01-30 SYK STRYKER CORPORATION COM1.1K shares-16.39%2025-12-312026-01-30 MCK MCKESSON CORP474 shares-21.13%2025-12-312026-01-30 DHR DANAHER CORPORATION COM1.7K shares-10.48%2025-12-312026-01-30 ORI OLD REPUBLIC INTERNATIONAL CORP8.4K shares-39.38%2025-12-312026-01-30 NRG NRG ENERGY INC2.4K shares1.22%2025-12-312026-01-30 SYF SYNCHRONY FINANCIAL4.5K shares0.87%2025-12-312026-01-30 TSM TAIWAN SEMICONDUCTOR SPONS ADR1.2K shares-64.51%2025-12-312026-01-30 IVE ISHARES S&P 500 VALUE ETF1.7K shares-0.87%2025-12-312026-01-30 PEP PEPSICO INC COM2.5K shares-21.74%2025-12-312026-01-30 HON HONEYWELL INTL INC COM1.8K shares-4.23%2025-12-312026-01-30 IQV IQVIA HLDGS INC COM1.6K shares-65.74%2025-12-312026-01-30 PAYX PAYCHEX INC COM3.2K shares0.60%2025-12-312026-01-30 PSA PUBLIC STORAGE COM1.3K shares-53.19%2025-12-312026-01-30 MO ALTRIA GROUP INC5.8K shares-49.22%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC COM1.0K shares-51.52%2025-12-312026-01-30 WMB WILLIAMS COS INC5.6K shares-41.95%2025-12-312026-01-30 SO SOUTHERN CO COM3.8K shares-5.45%2025-12-312026-01-30 DLR DIGITAL REALTY TRUST INC2.1K shares-1.47%2025-12-312026-01-30 FLEX FLEX LTD5.3K shares-39.55%2025-12-312026-01-30 CBRE CBRE GROUP INC2.0K shares-21.50%2025-12-312026-01-30 RTX RTX CORPORATION COM1.7K shares0.00%2025-12-312026-01-30 L LOEWS CORP COM3.0K shares9.59%2025-12-312026-01-30 MDLZ MONDELEZ INTL INC CL A COM5.8K shares-33.47%2025-12-312026-01-30 IVZ INVESCO LTD11.7K shares0.04%2025-12-312026-01-30 FNV FRANCO-NEVADA CORP1.4K shares11.86%2025-12-312026-01-30 IJJ ISHARES S&P MID CAP 400 VALUE ETF2.2K shares0.00%2025-12-312026-01-30 EBAY EBAY INC3.3K shares19.97%2025-12-312026-01-30 SCHB SCHWAB US BROAD MARKET ETF11.0K shares11.98%2025-12-312026-01-30 MU MICRON TECHNOLOGY INC COM1.0K shares445.95%2025-12-312026-01-30 GWW WW GRAINGER INC278 shares-13.13%2025-12-312026-01-30 EOG EOG RESOURCES INC2.6K shares2.89%2025-12-312026-01-30 IWM ISHARES RUSSELL 2000 ETF1.1K shares-20.44%2025-12-312026-01-30 NFLX NETFLIX INC2.8K shares566.67%2025-12-312026-01-30 GIS GENERAL MILLS INC5.5K shares-4.50%2025-12-312026-01-30 XLV SELECT SECTOR SPDR TR S S HLTH CARE ETF1.7K shares147.90%2025-12-312026-01-30 XLF SELECT SECTOR SPDR TR STATE ST FIN ETF4.5K shares154.37%2025-12-312026-01-30 SHW SHERWIN WILLIAMS CO763 shares-41.26%2025-12-312026-01-30 SBUX STARBUCKS CORP2.9K shares-63.65%2025-12-312026-01-30 CL COLGATE-PALMOLIVE CO3.1K shares0.00%2025-12-312026-01-30 USMV ISHARES TR MSCI USA MIN VOL FACTOR ETF2.6K shares-6.36%2025-12-312026-01-30 CB CHUBB LIMITED772 shares4.18%2025-12-312026-01-30 AEM AGNICO EAGLE MINES LTD COM1.4K shares11.01%2025-12-312026-01-30 VB VANGUARD INDEX FDS SMALL CP ETF924 shares560.00%2025-12-312026-01-30 NOW SERVICENOW INC1.5K shares257.48%2025-12-312026-01-30 HSY HERSHEY CO/THE1.2K shares86.36%2025-12-312026-01-30 APP APPLOVIN CORP COM CL A324 shares-39.89%2025-12-312026-01-30 APH AMPHENOL CORP NEW1.6K shares126.06%2025-12-312026-01-30 URI UNITED RENTALS INC263 shares-13.49%2025-12-312026-01-30 IWF ISHARES RUSSELL 1000 GROWTH ETF443 shares23.06%2025-12-312026-01-30 LOW LOWES COMPANIES INC858 shares-28.44%2025-12-312026-01-30 MAR MARRIOT INTERNATIONAL CL A666 shares-36.02%2025-12-312026-01-30 COP CONOCOPHILLIPS2.2K shares-22.55%2025-12-312026-01-30 ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF1.4K shares12.19%2025-12-312026-01-30 CASY CASEY'S GENERAL STORES INC366 shares-3.68%2025-12-312026-01-30 ELV ELEVANCE HEALTH INC COM566 shares-63.51%2025-12-312026-01-30 SDY SPDR SER TR ST STR SPDR S&P DIVIDEND ETF1.4K shares-12.83%2025-12-312026-01-30 VO VANGUARD MID-CAP ETF667 shares8.46%2025-12-312026-01-30 STLD STEEL DYNAMICS INC1.1K shares-19.96%2025-12-312026-01-30 SCHG SCHWAB US LARGE CAP GROWTH ETF5.6K shares0.00%2025-12-312026-01-30 NVS NOVARTIS AG SPONSORED ADR1.3K shares0.00%2025-12-312026-01-30 SHEL SHELL PLC SPON ADS ADR2.4K shares-60.94%2025-12-312026-01-30 FAST FASTENAL CO4.3K shares58.23%2025-12-312026-01-30 NXPI NXP SEMICONDUCTORS NV ORD780 shares38.79%2025-12-312026-01-30 APD AIR PRODUCTS & CHEMICALS INC679 shares-53.24%2025-12-312026-01-30 QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF837 shares-1.65%2025-12-312026-01-30 PCAR PACCAR INC1.5K shares-0.60%2025-12-312026-01-30 CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD879 shares-43.98%2025-12-312026-01-30 OEF ISHARES S&P 100 ETF475 shares-1.66%2025-12-312026-01-30 MCD MCDONALDS CORP509 shares-26.45%2025-12-312026-01-30 SCHD SCHWAB US DVD EQUITY ETF5.7K shares2.04%2025-12-312026-01-30 IBKR INTERACTIVE BROKERS GRO CL A2.4K sharesnew addition2025-12-312026-01-30 TJX TJX COS INC NEW COM990 shares187.79%2025-12-312026-01-30 PWR QUANTA SERVICES INC COM357 shares-31.21%2025-12-312026-01-30 CTSH COGNIZANT TECH SOLUTIONS1.8K shares168.34%2025-12-312026-01-30 ABNB AIRBNB INC COM CL A1.1K shares-64.56%2025-12-312026-01-30 VDC VANGUARD CONSUMER STAPLE ETF710 shares0.00%2025-12-312026-01-30 LPLA LPL FINANCIAL HOLDINGS INC415 shares-37.59%2025-12-312026-01-30 ADSK AUTODESK INCORPORATED500 shares-65.06%2025-12-312026-01-30 IJT ISHARES S&P SMALL CAP 600 GROWTH ETF1.0K shares0.00%2025-12-312026-01-30 PRI PRIMERICA INC554 shares-35.51%2025-12-312026-01-30 PSX PHILLIPS 66 COM1.1K shares0.00%2025-12-312026-01-30 STRL STERLING INFRASTRUCTURE INC COM460 shares-22.03%2025-12-312026-01-30 GEV GE VERNOVA LLC COM215 shares-35.82%2025-12-312026-01-30 XLI SELECT SECTOR SPDR TR STATE ST INDUS ETF905 shares-1.63%2025-12-312026-01-30 UBER UBER TECHNOLOGIES INC COM1.7K shares-5.01%2025-12-312026-01-30 DKS DICKS SPORTING GOODS INC COM680 shares-35.55%2025-12-312026-01-30 MMIT NEW YORK LIFE INVTS ACTIVE ETF5.4K shares12.57%2025-12-312026-01-30 WFC WELLS FARGO CO NEW COM1.4K shares-57.20%2025-12-312026-01-30 PLTR PALANTIR TECHNOLOGIES INC COM CL A732 shares215.52%2025-12-312026-01-30 TTD THE TRADE DESK INC COM CL A3.4K shares-37.35%2025-12-312026-01-30 XLY SELECT SECTOR SPDR TR S S CON DIS ETF1.1K shares117.14%2025-12-312026-01-30 IWO ISHARES RUSSELL 2000 GROWTH ETF387 shares0.00%2025-12-312026-01-30 AMD ADVANCED MICRO DEVICES INC COM579 shares52.77%2025-12-312026-01-30 MAS MASCO CORP1.9K shares-61.56%2025-12-312026-01-30 IWD ISHARES RUSSELL 1000 VALUE ETF575 shares16.87%2025-12-312026-01-30 ORLY O REILLY AUTOMOTIVE INC1.3K shares310.48%2025-12-312026-01-30 HMOP HARTFORD FDS EXCHANGE TRADED ETF3.0K shares0.00%2025-12-312026-01-30 GEHC GE HEALTHCARE TECHNOLOGIES INC COM1.4K shares10.16%2025-12-312026-01-30 CTVA CORTEVA INC COM1.7K shares-6.92%2025-12-312026-01-30 GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT ETF2.6K shares0.00%2025-12-312026-01-30 HOLA J P MORGAN EXCHANGE TRADED FD INTL ETF2.2K shares0.00%2025-12-312026-01-30 USA LIBERTY ALL STAR EQUITY FUND18.0K shares0.00%2025-12-312026-01-30 FTEC FIDELITY COVINGTON TR MSCI INFO ETF CL I500 shares0.00%2025-12-312026-01-30 SSNC SS&C TECHNOLOGIES HOLDINGS INC1.3K shares13.72%2025-12-312026-01-30 ODFL OLD DOMINION FREIGHT LINE699 shares-37.48%2025-12-312026-01-30 XAR SPDR SER TR SS SPDR S&P ARPCE & DEFN ETF452 sharesnew addition2025-12-312026-01-30 DEO DIAGEO PLC SPONSORED ADR1.3K shares-67.02%2025-12-312026-01-30 ON ON SEMICONDUCTOR CORP COM1.9K shares-37.33%2025-12-312026-01-30 IGM ISHARES S&P NORTH AMERICAN TECHNOLOGY797 shares10.69%2025-12-312026-01-30 PANW PALO ALTO NETWORKS INC544 shares0.00%2025-12-312026-01-30 UNP UNION PACIFIC CORP COM433 shares-32.24%2025-12-312026-01-30 KLAC KLA CORPORATION COM82 shares-61.86%2025-12-312026-01-30 VTWO VANGUARD RUSSELL 2000 ETF956 shares0.00%2025-12-312026-01-30 CME CME GROUP INC344 shares4.56%2025-12-312026-01-30 TAFI AB ACTIVE ETFS INC TAX AWARE SHRT ETF3.7K shares0.00%2025-12-312026-01-30 CGW INVESCO EXCH TRADED FD TR II S&P GBL ETF1.5K shares0.00%2025-12-312026-01-30 MET METLIFE INC1.2K shares-44.06%2025-12-312026-01-30 SYY SYSCO CORP1.2K shares11.37%2025-12-312026-01-30 CNI CANADIAN NATL RY CO COM907 sharesnew addition2025-12-312026-01-30 JBHT JB HUNT TRANSPORT SERVICES INC459 sharesnew addition2025-12-312026-01-30 EFAV ISHARES TR MSCI EAFE MIN VOL FACTOR ETF1.0K shares0.00%2025-12-312026-01-30 EAT BRINKER INTL INC COM605 shares-35.64%2025-12-312026-01-30 GLD SPDR GOLD TRUST GOLD SHS ETF219 shares-92.93%2025-12-312026-01-30 PRU PRUDENTIAL FINANCIAL INC747 shares-1.45%2025-12-312026-01-30 TXRH TEXAS ROADHOUSE INC CL A505 shares-39.16%2025-12-312026-01-30 DXCM DEXCOM INC COM1.3K shares25100.00%2025-12-312026-01-30 KMI KINDER MORGAN INC3.0K shares438.08%2025-12-312026-01-30 FBIN FORTUNE BRANDS INNOVATIONS INC COM1.6K shares0.00%2025-12-312026-01-30 INTC INTEL CORP2.1K shares-7.14%2025-12-312026-01-30 SPYM SPDR SER TR ST STR SPDR PORT S&P 500 ETF985 shares-17.57%2025-12-312026-01-30 LFUS LITTELFUSE INC312 shares-36.97%2025-12-312026-01-30 ECL ECOLAB INC COM299 shares-64.32%2025-12-312026-01-30 UGI UGI CORP NEW (HOLDING CO)2.1K shares6.68%2025-12-312026-01-30 AMP AMERIPRISE FINANCIAL INC158 shares-42.75%2025-12-312026-01-30 XLU SELECT SECTOR SPDR TR STATE ST UTIL ETF1.8K shares127.70%2025-12-312026-01-30 IWS ISHARES RUSSELL MIDCAP VALUE ETF541 shares0.00%2025-12-312026-01-30 ROL ROLLINS INC1.3K sharesnew addition2025-12-312026-01-30 VEEV VEEVA SYSTEMS INC CLASS A340 shares-64.98%2025-12-312026-01-30 BR BROADRIDGE FINANCIAL SOLUTIONS334 shares-35.52%2025-12-312026-01-30 IDV ISHARES TR INTL SEL DIV ETF1.9K shares0.00%2025-12-312026-01-30 HP INC COM HP INC COM3.3K shares-60.84%2025-12-312026-01-30 LNTH LANTHEUS HLDGS INC 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shares-36.71%2025-12-312026-01-30 ATO ATMOS ENERGY CORP84 shares663.64%2025-12-312026-01-30 XBI SPDR SER TR ST STR SPDR S&P BIOTECH ETF115 shares0.00%2025-12-312026-01-30 MCO MOODYS CORP27 shares0.00%2025-12-312026-01-30 EQIX EQUINIX INC18 shares80.00%2025-12-312026-01-30 AZO AUTOZONE INC4 shares0.00%2025-12-312026-01-30 J JACOBS SOLUTIONS INC COM102 shares0.00%2025-12-312026-01-30 AI C3 AI INC CL A COM1.0K sharesnew addition2025-12-312026-01-30 PLD PROLOGIS INC105 shares0.00%2025-12-312026-01-30 STZ CONSTELLATION BRANDS INC CL A97 shares-83.30%2025-12-312026-01-30 TRGP TARGA RESOURCES CORP72 sharesnew addition2025-12-312026-01-30 SNPS SYNOPSYS INC COM28 shares0.00%2025-12-312026-01-30 IDXX IDEXX LABORATORIES INC19 shares-9.52%2025-12-312026-01-30 BBEU J P MORGAN EXCHANGE-TRADED FD172 shares0.00%2025-12-312026-01-30 FTNT FORTINET INC158 shares-74.60%2025-12-312026-01-30 CDNS CADENCE DESIGN SYSTEM INC40 shares25.00%2025-12-312026-01-30 MCHP MICROCHIP TECHNOLOGY INC194 shares-71.64%2025-12-312026-01-30 FRT-PC FEDERAL RLTY INVT TR NEW 5 PERCENT CUM PFD C600 shares0.00%2025-12-312026-01-30 AEE AMEREN CORP119 sharesnew addition2025-12-312026-01-30 COF CAPITAL ONE FINANCIAL CORP COM49 shares0.00%2025-12-312026-01-30 OMC OMNICOM GROUP INC146 shares1227.27%2025-12-312026-01-30 HAL HALLIBURTON CO COM409 shares0.00%2025-12-312026-01-30 ISRG INTUITIVE SURGICAL INC20 shares-84.38%2025-12-312026-01-30 EFV ISHARES TR EAFE VALUE ETF155 sharesnew addition2025-12-312026-01-30 DYNF BLACKROCK ETF TRUST ISHARES US EQUIT ETF180 shares83.67%2025-12-312026-01-30 CTAS CINTAS CORP57 shares-12.31%2025-12-312026-01-30 AIG AMERICAN INTL GROUP INC124 shares-14.48%2025-12-312026-01-30 WCN WASTE CONNECTIONS INC60 sharesnew addition2025-12-312026-01-30 ROK ROCKWELL AUTOMATION INC COM27 shares0.00%2025-12-312026-01-30 SOJE SOUTHERN CO 4.20 PERCENT NT S20C 60 PFD575 shares0.00%2025-12-312026-01-30 MMM 3M CO COM63 shares0.00%2025-12-312026-01-30 FANG DIAMONDBACK ENERGY INC67 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CL A133 shares-95.72%2025-12-312026-01-30 SPOT SPOTIFY TECHNOLOGY S A SHS8 sharesnew addition2025-12-312026-01-30 MPWR MONOLITHIC POWER SYSTEMS INC5 sharesnew addition2025-12-312026-01-30 CPB THE CAMPBELLS COMPANY COM162 sharesnew addition2025-12-312026-01-30 KHC KRAFT HEINZ CO/THE183 shares0.00%2025-12-312026-01-30 ARES ARES MANAGEMENT CORPORATION CL A COM STK26 sharesnew addition2025-12-312026-01-30 CLSK CLEANSPARK INC COM NEW COM400 sharesnew addition2025-12-312026-01-30 VRSK VERISK ANALYTICS INC-CLASS A18 shares260.00%2025-12-312026-01-30 SEIC SEI INVESTMENTS COMPANY49 sharesnew addition2025-12-312026-01-30 CG CARLYLE GROUP INC COM63 sharesnew addition2025-12-312026-01-30 BA BOEING CO17 shares0.00%2025-12-312026-01-30 SNOW SNOWFLAKE INC COM16 sharesnew addition2025-12-312026-01-30 TXT TEXTRON INC39 shares0.00%2025-12-312026-01-30 VLTO VERALTO CORP COM SHS34 shares466.67%2025-12-312026-01-30 IOT SAMSARA INC COM CL A93 sharesnew addition2025-12-312026-01-30 DDOG DATADOG INC CL A 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No call option holdings data available
Put Option Holdings
No put option holdings data available