The Analysis of Valeo Financial Advisors, LLC's Holdings


Currently, Valeo Financial Advisors, LLC holds 792 types of securities in its portfolio with a total value $4.5B. In the most recent quarter, they have increased their positions in IVV (+81.0K shares, valued at $41.7M), PULS (+487.8K shares, valued at $24.2M), VGIT (+232.5K shares, valued at $12.9M); decreased their positions in IJH (-351.8K shares, valued at $22.5M), IJR (-88.9K shares, valued at $9.8M), LLY (-6.3K shares, valued at $6.7M); initiated new positions in JMST (+121.9K shares, valued at $6.2M), SMB (+157.0K shares, valued at $2.7M), N/A (+19.3K shares, valued at $1.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF931.5K shares-0.97%2025-12-312026-02-04history
IJR ISHARES S&P SMALLCAP 600 ETF2.2M shares-3.86%2025-12-312026-02-04history
IJH ISHARES CORE S&P MID CAP ETF3.3M shares-9.51%2025-12-312026-02-04history
IEMG ISHARES CORE MSCI EMERGING MKTS2.9M shares-1.07%2025-12-312026-02-04history
IVV ISHARES S&P 500 INDEX315.8K shares34.47%2025-12-312026-02-04history
AAPL APPLE INC588.1K shares-1.12%2025-12-312026-02-04history
LLY ELI LILLY & CO COM136.4K shares-4.39%2025-12-312026-02-04history
JCPB JPMORGAN CORE PLUS BOND ETF2.6M shares5.40%2025-12-312026-02-04history
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF600.0K shares-3.31%2025-12-312026-02-04history
NVDA NVIDIA CORP600.9K shares-0.70%2025-12-312026-02-04history
PLD PROLOGIS SHARE BENEFICIAL INT850.0K shares-2.87%2025-12-312026-02-04history
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF1.9M shares14.24%2025-12-312026-02-04history
MSFT MICROSOFT205.6K shares-0.37%2025-12-312026-02-04history
FBND FIDELITY TOTAL BOND ETF1.8M shares4.99%2025-12-312026-02-04history
GOOGLE INC GOOGLE INC229.9K shares0.70%2025-12-312026-02-04history
IEFA ISHARES CORE MSCI EAFE1.1M shares6.95%2025-12-312026-02-04history
Sponsored
VCSH VANGUARD SHORT TERM CORP BOND FD ETF882.8K shares2.51%2025-12-312026-02-04history
AMZN AMAZON.COM INC290.3K shares-0.97%2025-12-312026-02-04history
VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF106.6K shares-2.85%2025-12-312026-02-04history
EFA ISHARES MSCI EAFE ETF663.6K shares1.39%2025-12-312026-02-04history
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW118.1K shares2.55%2025-12-312026-02-04history
JPM JPMORGAN CHASE & CO. COM143.6K shares-5.66%2025-12-312026-02-04history
ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C123.9K shares-2.41%2025-12-312026-02-04history
VWO VANGUARD FTSE EMERGING MARKETS ETF651.3K shares-1.43%2025-12-312026-02-04history
Sponsored
META META PLATFORMS INC CL A52.6K shares7.96%2025-12-312026-02-04history
VEA VANGUARD FTSE DEVELOPED MARKETS ETF555.1K shares1.91%2025-12-312026-02-04history
POWERSHARES QQQ TR POWERSHARES QQQ TR52.2K shares-2.99%2025-12-312026-02-04history
PULS PGIM ULTRA SHORT BOND ETF531.3K shares1122.76%2025-12-312026-02-04history
TSLA TESLA MOTORS INC58.2K shares-6.71%2025-12-312026-02-04history
IWM ISHARES RUSSELL 2000 ETF101.9K shares-1.63%2025-12-312026-02-04history
BROADCOM INC COM BROADCOM INC COM68.1K shares4.55%2025-12-312026-02-04history
V VISA INC61.7K shares2.78%2025-12-312026-02-04history
Sponsored
IWR ISHARES TR RUSSELL MIDCAP INDEX FD209.5K shares80.25%2025-12-312026-02-04history
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF433.8K shares0.00%2025-12-312026-02-04history
ORCL ORACLE CORPORATION90.6K shares1.82%2025-12-312026-02-04history
WMT WALMART INC COM145.4K shares-0.91%2025-12-312026-02-04history
JNJ JOHNSON & JOHNSON COM72.5K shares-5.33%2025-12-312026-02-04history
IWF ISHARES RUSSELL 1000 GROWTH ETF32.9K shares1.53%2025-12-312026-02-04history
XOM EXXON MOBIL CORP COM117.2K shares-1.78%2025-12-312026-02-04history
CAT CATERPILLAR INC COM24.4K shares12.77%2025-12-312026-02-04history
Sponsored
MA MASTERCARD INC23.3K shares1.59%2025-12-312026-02-04history
VTI VANGUARD TOTAL STOCK MARKET ETF38.2K shares0.77%2025-12-312026-02-04history
PG PROCTER & GAMBLE CO COM85.4K shares-4.36%2025-12-312026-02-04history
ABBV ABBVIE INC COM53.2K shares1.42%2025-12-312026-02-04history
BAC BANK AMERICA CORP COM219.0K shares7.90%2025-12-312026-02-04history
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF250.0K shares-1.91%2025-12-312026-02-04history
BRK.A BERKSHIRE HATHAWAY INC DEL CL A14 shares-6.67%2025-12-312026-02-04history
RTX RTX CORPORATION COM56.9K shares-4.32%2025-12-312026-02-04history
Sponsored
SCHG SCHWAB US LARGE CAP GROWTH ETF328.4K shares0.26%2025-12-312026-02-04history
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD33.4K shares6.97%2025-12-312026-02-04history
VUG VANGUARD GROWTH ETF20.5K shares-4.17%2025-12-312026-02-04history
IWD ISHARES RUSSELL 1000 VALUE ETF46.4K shares2.40%2025-12-312026-02-04history
COST COSTCO WHOLESALE CORP11.1K shares-2.27%2025-12-312026-02-04history
HD HOME DEPOT26.1K shares-7.71%2025-12-312026-02-04history
PLTR PALANTIR TECHNOLOGIES INC CL A49.1K shares1.62%2025-12-312026-02-04history
VV VANGUARD LARGE CAP27.5K shares-0.21%2025-12-312026-02-04history
Sponsored
MBIN MERCHANTS BANCORP IND COM244.1K shares0.02%2025-12-312026-02-04history
MCD MCDONALDS CORP COM27.1K shares-0.17%2025-12-312026-02-04history
CRM SALESFORCE COM31.0K shares-8.53%2025-12-312026-02-04history
DIS DISNEY WALT CO COM71.6K shares-0.73%2025-12-312026-02-04history
NFLX NETFLIX COM INC83.3K shares998.47%2025-12-312026-02-04history
VO VANGUARD MID CAP31.3K shares0.88%2025-12-312026-02-04history
PEP PEPSICO INC COM53.9K shares-8.88%2025-12-312026-02-04history
BND VANGUARD TOTAL BOND MARKET ETF135.4K shares-6.54%2025-12-312026-02-04history
Sponsored
GS GOLDMAN SACHS GROUP INC8.5K shares-1.23%2025-12-312026-02-04history
CVX CHEVRON CORP NEW COM49.0K shares-2.89%2025-12-312026-02-04history
XLK TECHNOLOGY SELECT SECTOR SPDR51.6K shares86.96%2025-12-312026-02-04history
CITIGROUP INC CITIGROUP INC63.5K shares1.14%2025-12-312026-02-04history
VTV VANGUARD VALUE ETF44.9K shares1.54%2025-12-312026-02-04history
UNH UNITEDHEALTH GROUP21.9K shares-2.77%2025-12-312026-02-04history
LMT LOCKHEED MARTIN CORP14.9K shares-1.89%2025-12-312026-02-04history
MERCK & CO INC MERCK & CO INC67.4K shares-4.03%2025-12-312026-02-04history
Sponsored
KO COCA COLA CO COM100.6K shares3.31%2025-12-312026-02-04history
ESGU ISHARES ESG AWARE MSCI USA ETF46.6K shares0.00%2025-12-312026-02-04history
AMGN AMGEN INC21.0K shares-6.57%2025-12-312026-02-04history
AXP AMERICAN EXPRESS CO COM18.5K shares2.81%2025-12-312026-02-04history
PM PHILIP MORRIS INTL INC42.3K shares3.32%2025-12-312026-02-04history
VT VANGUARD TOTAL WORLD STOCK ETF46.9K shares1.29%2025-12-312026-02-04history
CSCO CISCO SYS INC85.3K shares-0.15%2025-12-312026-02-04history
GE AEROSPACE COM NEW GE AEROSPACE COM NEW20.9K shares2.07%2025-12-312026-02-04history
Sponsored
BA BOEING CO COM29.4K shares1.89%2025-12-312026-02-04history
EEM ISHARES MSCI EMERGING MARKETS ETF115.6K shares-1.32%2025-12-312026-02-04history
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF86.2K shares-1.13%2025-12-312026-02-04history
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF121.9K sharesnew addition2025-12-312026-02-04history
AGG ISHARES AGGREGATE BOND ETF60.8K shares1.49%2025-12-312026-02-04history
MUB ISHARES AMT-FREE MUNI BOND ETF55.8K shares26.11%2025-12-312026-02-04history
CMI CUMMINS INC COM11.1K shares-0.01%2025-12-312026-02-04history
IWV ISHARES TRUST RUSSELL 3000 INDEX FD14.6K shares1.32%2025-12-312026-02-04history
Sponsored
IBM INTL BUSINESS MACHINES18.4K shares1.69%2025-12-312026-02-04history
WFC WELLS FARGO & CO COM57.3K shares4.63%2025-12-312026-02-04history
PANW PALO ALTO NETWORKS INC COM28.5K shares-4.36%2025-12-312026-02-04history
CRWD CROWDSTRIKE HLDGS INC CL A11.0K shares-1.20%2025-12-312026-02-04history
SCHF SCHWAB INTERNATIONAL EQUITY ETF197.7K shares-0.30%2025-12-312026-02-04history
VBR VANGUARD SMALL CAP VALUE ETF29.3K shares-4.38%2025-12-312026-02-04history
GEV GE VERNOVA INC COM7.1K shares1.21%2025-12-312026-02-04history
IWB ISHARES TR RUSSELL 1000 INDEX ETF12.5K shares-0.02%2025-12-312026-02-04history
Sponsored
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF169.3K shares-14.39%2025-12-312026-02-04history
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF59.3K shares1.03%2025-12-312026-02-04history
IVW ISHARES S&P 500 GROWTH ETF36.1K shares-4.36%2025-12-312026-02-04history
PFE PFIZER INC COM178.2K shares-2.35%2025-12-312026-02-04history
VZ VERIZON COMMUNICATIONS106.3K shares-5.09%2025-12-312026-02-04history
VB VANGUARD SMALL CAP ETF16.7K shares0.42%2025-12-312026-02-04history
DE DEERE & CO COM9.2K shares-3.13%2025-12-312026-02-04history
ABT ABBOTT LABS COM34.2K shares1.55%2025-12-312026-02-04history
Sponsored
T AT&T INC COM170.3K shares-1.40%2025-12-312026-02-04history
XLF FINANCIAL SELECT SECTOR SPDR83.6K shares-3.27%2025-12-312026-02-04history
IVE ISHARES S&P 500 VALUE ETF19.3K shares-0.07%2025-12-312026-02-04history
IBIT ISHARES BITCOIN TRUST ETF82.4K shares111.07%2025-12-312026-02-04history
HON HONEYWELL INTL INC20.1K shares-3.46%2025-12-312026-02-04history
VBK VANGUARD SMALL-CAP GROWTH ETF13.0K shares0.40%2025-12-312026-02-04history
GLD SPDR GOLD ETF9.8K shares-4.07%2025-12-312026-02-04history
FDX FEDEX CORP13.4K shares-4.69%2025-12-312026-02-04history
Sponsored
AMD ADVANCED MICRO DEVICES INC COM17.6K shares7.22%2025-12-312026-02-04history
QCOM QUALCOMM INC21.5K shares4.21%2025-12-312026-02-04history
TJX TJX COS INC NEW COM23.6K shares4.58%2025-12-312026-02-04history
BLACKROCK INC BLACKROCK INC3.4K shares-0.95%2025-12-312026-02-04history
VTEB VANGUARD TAX-EXEMPT BOND ETF71.4K shares72.82%2025-12-312026-02-04history
VGT VANGUARD INFORMATION TECHNOLOGY4.7K shares1.76%2025-12-312026-02-04history
UNP UNION PAC CORP COM15.4K shares4.25%2025-12-312026-02-04history
EATON CORP PLC SHS EATON CORP PLC SHS11.1K shares-1.20%2025-12-312026-02-04history
Sponsored
SCHW CHARLES SCHWAB CORP35.0K shares-4.40%2025-12-312026-02-04history
UBER UBER TECHNOLOGIES INC COM42.8K shares-12.26%2025-12-312026-02-04history
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF32.6K shares1.20%2025-12-312026-02-04history
DVY ISHARES DJ SELECT DIVIDEND24.1K shares2.25%2025-12-312026-02-04history
INTC INTEL CORP COM90.7K shares1.10%2025-12-312026-02-04history
CLOZ ELDRIDGE BBB-B CLO ETF123.8K shares0.00%2025-12-312026-02-04history
DHR DANAHER CORP13.8K shares2.22%2025-12-312026-02-04history
ISHARES GOLD TRUST ETF ISHARES GOLD TRUST ETF38.7K shares96.84%2025-12-312026-02-04history
Sponsored
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP189.0K shares0.62%2025-12-312026-02-04history
MS MORGAN STANLEY17.4K shares2.01%2025-12-312026-02-04history
NEE NEXTERA ENERGY INC COM38.4K shares3.66%2025-12-312026-02-04history
HDV ISHARES TR HIGH DIVID EQUITY FD25.1K shares-8.54%2025-12-312026-02-04history
EPD ENTERPRISE PRODS PARTNERS L P94.4K shares1.45%2025-12-312026-02-04history
ASML ASML HLDG NV N Y REGISTRY SHS2.8K shares14.95%2025-12-312026-02-04history
MU MICRON TECHNOLOGY10.3K shares10.35%2025-12-312026-02-04history
SHOP SHOPIFY INC CL A SUB VTG SHS18.0K shares-6.55%2025-12-312026-02-04history
Sponsored
SNOW SNOWFLAKE INC COM SHS13.0K shares20.22%2025-12-312026-02-04history
SYK STRYKER CORP8.1K shares1.33%2025-12-312026-02-04history
LAM RESEARCH CORP LAM RESEARCH CORP16.6K shares4.42%2025-12-312026-02-04history
FBTC FIDELITY WISE ORIGIN BITCOIN FUND36.9K shares28.10%2025-12-312026-02-04history
ISRG INTUITIVE SURGICAL, INC.4.9K shares0.43%2025-12-312026-02-04history
SBUX STARBUCKS CORP33.2K shares-0.78%2025-12-312026-02-04history
GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM8.2K shares3.39%2025-12-312026-02-04history
SMB VANECK SHORT MUNI ETF157.0K sharesnew addition2025-12-312026-02-04history
Sponsored
TMO THERMO FISHER SCIENTIFIC INC COM4.7K shares2.54%2025-12-312026-02-04history
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD22.2K shares86.48%2025-12-312026-02-04history
AMAT APPLIED MATLS INC COM10.3K shares8.32%2025-12-312026-02-04history
SPGI S&P GLOBAL INC COM5.1K shares10.28%2025-12-312026-02-04history
CVS CVS HEALTH CORP COM32.6K shares4.73%2025-12-312026-02-04history
UPS UNITED PARCEL SERVICE INC25.5K shares0.62%2025-12-312026-02-04history
WM WASTE MANAGEMENT INC11.3K shares-8.87%2025-12-312026-02-04history
LOW LOWES COS INC COM10.2K shares0.54%2025-12-312026-02-04history
Sponsored
COF CAPITAL ONE FINANCIAL CORP10.1K shares7.32%2025-12-312026-02-04history
VGSH VANGUARD SHORT-TERM TREASURY ETF41.1K shares-2.43%2025-12-312026-02-04history
COP CONOCOPHILLIPS COM25.5K shares-6.74%2025-12-312026-02-04history
MO ALTRIA GROUP INC COM41.1K shares-1.59%2025-12-312026-02-04history
DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW20.1K shares-4.63%2025-12-312026-02-04history
NOW SERVICENOW INC COM15.3K shares480.40%2025-12-312026-02-04history
BLACKSTONE GROUP LP BLACKSTONE GROUP LP15.1K shares8.28%2025-12-312026-02-04history
SSO PROSHARES ULTRA S&P 50040.0K shares100.00%2025-12-312026-02-04history
Sponsored
HSY HERSHEY CO COM12.4K shares-17.61%2025-12-312026-02-04history
NOC NORTHROP GRUMMAN CORP COM3.8K shares14.50%2025-12-312026-02-04history
SCHD SCHWAB US DIVIDEND EQUITY ETF79.4K shares-31.54%2025-12-312026-02-04history
NSC NORFOLK SOUTHERN CRP7.4K shares-0.01%2025-12-312026-02-04history
ARES ARES MANAGEMENT CORPORATION CL A COM STK13.2K shares-1.35%2025-12-312026-02-04history
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF78.1K shares-15.41%2025-12-312026-02-04history
VRTX VERTEX PHARMACEUTICALS IN4.7K shares-1.56%2025-12-312026-02-04history
MEDTRONIC PLC SHS MEDTRONIC PLC SHS22.0K shares0.60%2025-12-312026-02-04history
Sponsored
HI HILLENBRAND INCORPORATED66.5K shares-9.14%2025-12-312026-02-04history
ITOT ISHARES TR S&P 1500 INDEX FD13.9K shares-2.85%2025-12-312026-02-04history
EQIX EQUINIX INC COM2.7K shares-1.18%2025-12-312026-02-04history
OAKM OAKMARK U.S. LARGE CAP ETF71.7K shares116.36%2025-12-312026-02-04history
BSX BOSTON SCIENTIFIC CORP20.6K shares-8.66%2025-12-312026-02-04history
BKNG BOOKING HOLDINGS INC COM364 shares0.28%2025-12-312026-02-04history
IWP ISHARES RUSSELL MIDCAP GROWTH ETF14.2K shares-3.57%2025-12-312026-02-04history
PSX PHILLIPS 6614.8K shares-0.19%2025-12-312026-02-04history
Sponsored
ADP AUTOMATIC DATA PROCESSING INC COM7.4K shares-2.84%2025-12-312026-02-04history
CEG CONSTELLATION ENERGY CORP COM5.3K shares2.20%2025-12-312026-02-04history
SCHE SCHWAB EMERGING MARKET EQ ETF57.1K shares1.25%2025-12-312026-02-04history
ITW ILLINOIS TOOL WKS INC COM7.6K shares2.46%2025-12-312026-02-04history
INTU INTUIT INC2.8K shares11.13%2025-12-312026-02-04history
AFL AFLAC INC COM16.8K shares-7.60%2025-12-312026-02-04history
ORLY O REILLY AUTOMOTIVE INC20.1K shares-0.91%2025-12-312026-02-04history
EMR EMERSON ELEC CO COM13.8K shares8.57%2025-12-312026-02-04history
Sponsored
PH PARKER-HANNIFIN CORP COM2.1K shares5.26%2025-12-312026-02-04history
SLV ISHARES SILVER TRUST ETF28.4K shares31.17%2025-12-312026-02-04history
SCHM SCHWAB US MID-CAP ETF60.4K shares0.47%2025-12-312026-02-04history
ADI ANALOG DEVICES INC COM6.7K shares18.45%2025-12-312026-02-04history
LINDE PLC SHS LINDE PLC SHS4.3K shares-6.01%2025-12-312026-02-04history
ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS13.7K shares13.94%2025-12-312026-02-04history
ASTRAZENECA PLC- SPONS ADR ASTRAZENECA PLC- SPONS ADR19.3K sharesnew addition2025-12-312026-02-04history
ACWI ISHARES TR MSCI ACWIINDEX FD12.2K shares7.87%2025-12-312026-02-04history
Sponsored
TGT TARGET CORP COM17.7K shares0.47%2025-12-312026-02-04history
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF33.8K sharesnew addition2025-12-312026-02-04history
SO SOUTHERN CO COM19.4K shares-4.26%2025-12-312026-02-04history
BMY BRISTOL-MYERS SQUIBB CO COM31.3K shares1.43%2025-12-312026-02-04history
SHEL ROYAL DUTCH SHELL PLC-ADR22.1K shares3.16%2025-12-312026-02-04history
QQQM INVESCO NASDAQ 100 ETF6.4K shares36.61%2025-12-312026-02-04history
CB CHUBB LIMITED COM5.2K shares14.41%2025-12-312026-02-04history
GILD GILEAD SCIENCES INC13.2K shares0.82%2025-12-312026-02-04history
Sponsored
KMB KIMBERLY-CLARK CORP COM16.0K shares11.92%2025-12-312026-02-04history
TALK TALKSPACE INC COM444.8K shares-5.09%2025-12-312026-02-04history
KLAC KLA-TENCOR CORP1.3K shares5.36%2025-12-312026-02-04history
XLE ENERGY SELECT SECTOR SPDR35.3K shares84.08%2025-12-312026-02-04history
NKE NIKE INC CLASS B24.7K shares-18.23%2025-12-312026-02-04history
APH AMPHENOL CORP CL A11.7K shares18.46%2025-12-312026-02-04history
SPG SIMON PROPERTY GROUP INC8.4K shares2.13%2025-12-312026-02-04history
EFG ISHARES MSCI EAFE GROWTH INDEX ETF13.5K shares-6.62%2025-12-312026-02-04history
Sponsored
SCHA SCHWAB ETFS- US SMALL-CAP ETF63.2K shares0.07%2025-12-312026-02-04history
F FORD MOTOR COMPANY115.4K shares-2.90%2025-12-312026-02-04history
AEP AMERICAN ELEC PWR CO INC COM13.1K shares7.10%2025-12-312026-02-04history
VNQ VANGUARD REIT INDEX ETF16.9K shares-1.49%2025-12-312026-02-04history
JAAA JANUS HENDERSON AAA CLO ETF29.6K shares-15.70%2025-12-312026-02-04history
NVS NOVARTIS AG ADR10.8K shares9.04%2025-12-312026-02-04history
VIG VANGUARD DIVIDEND APPRECIATION ETF6.8K shares4.71%2025-12-312026-02-04history
MDLZ MONDELEZ INTL INC CL A27.6K shares-18.23%2025-12-312026-02-04history
Sponsored
GIS GENERAL MLS INC COM31.9K shares-0.93%2025-12-312026-02-04history
MAR MARRIOTT INTL INC4.8K shares2.58%2025-12-312026-02-04history
USB US BANCORP DEL COM NEW27.6K shares1.01%2025-12-312026-02-04history
PWR QUANTA SERVICES INC3.5K shares27.18%2025-12-312026-02-04history
VIOO VANGUARD S&P SMALL-CAP 600 ETF13.2K shares0.02%2025-12-312026-02-04history
CSRE COHEN & STEERS REAL ESTATE ACTIVE ETF57.5K shares44.72%2025-12-312026-02-04history
TRV TRAVELERS COMPANIES INC COM5.1K shares1.34%2025-12-312026-02-04history
MMM 3M CO COM9.1K shares-3.47%2025-12-312026-02-04history
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DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND16.6K shares-0.46%2025-12-312026-02-04history
FEOE FIRST EAGLE OVERSEAS EQUITY ETF30.2K shares3.55%2025-12-312026-02-04history
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM5.7K shares1.95%2025-12-312026-02-04history
VRT VERTIV HOLDINGS CO COM CL A8.9K shares61.14%2025-12-312026-02-04history
CELESTICA INC COM CELESTICA INC COM4.9K shares3.18%2025-12-312026-02-04history
CSX CSX CORP39.1K shares-2.47%2025-12-312026-02-04history
VOX VANGUARD COMMUNICATION SERVICES ETF7.3K shares0.38%2025-12-312026-02-04history
MPC MARATHON PETE CORP8.7K shares-1.08%2025-12-312026-02-04history
Sponsored
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF28.2K shares0.13%2025-12-312026-02-04history
AMT AMERICAN TOWER CORP7.9K shares-25.21%2025-12-312026-02-04history
XLI INDUSTRIAL SELECT SECTOR SPDR8.9K shares-19.68%2025-12-312026-02-04history
VCRM VANGUARD CORE TAX-EXEMPT BOND ETF18.2K shares398.52%2025-12-312026-02-04history
PNC PNC FINL SVCS GROUP INC COM6.6K shares7.01%2025-12-312026-02-04history
SOXX ISHARES SEMICONDUCTOR ETF4.5K shares-0.40%2025-12-312026-02-04history
VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF13.5K shares22.32%2025-12-312026-02-04history
ELV ELEVANCE HEALTH INC FORMERLY A COM3.9K shares11.96%2025-12-312026-02-04history
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USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF36.4K shares-0.88%2025-12-312026-02-04history
IWO ISHARES RUSSELL 2000 GROWTH INDEX4.2K shares-8.66%2025-12-312026-02-04history
FCX FREEPORT MCMORAN COPPER26.6K shares9.40%2025-12-312026-02-04history
THFF TERRE HAUTE FIRST FINANCIAL22.2K shares-11.19%2025-12-312026-02-04history
YUM YUM! BRANDS INC8.9K shares-0.94%2025-12-312026-02-04history
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF28.8K shares0.65%2025-12-312026-02-04history
ADBE ADOBE SYS INC3.8K shares-17.06%2025-12-312026-02-04history
GABC GERMAN AMERICAN BANCORP34.0K shares-2.77%2025-12-312026-02-04history
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SCHV SCHWAB US LARGE CAP VALUE ETF45.0K shares0.00%2025-12-312026-02-04history
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF17.9K shares1.23%2025-12-312026-02-04history
ETR ENTERGY CORP NEW COM14.3K shares-10.87%2025-12-312026-02-04history
FTNT FORTINET INC COM16.4K shares7.57%2025-12-312026-02-04history
GPC GENUINE PARTS CO COM10.5K shares-4.14%2025-12-312026-02-04history
CLOX ELDRIDGE AAA CLO ETF50.0K shares0.00%2025-12-312026-02-04history
CEF CENTRAL FUND OF CANADA LTD27.5K shares-2.70%2025-12-312026-02-04history
R RYDER SYS INC COM6.6K shares0.06%2025-12-312026-02-04history
Sponsored
MCK MCKESSON CORP1.5K shares2.91%2025-12-312026-02-04history
REGN REGENERON PHARMACEUTICALS INC1.6K shares-13.56%2025-12-312026-02-04history
VLO VALERO ENERGY CORP7.6K shares3.08%2025-12-312026-02-04history
CROWN CASTLE INTL CORP CROWN CASTLE INTL CORP13.8K shares-28.01%2025-12-312026-02-04history
VDE VANGUARD ENERGY9.6K shares-1.79%2025-12-312026-02-04history
DIA SPDR DOW JONES INDUSTRIAL ETF2.5K shares-1.85%2025-12-312026-02-04history
LH LABORATORY CORP OF AMERICA4.8K shares-1.22%2025-12-312026-02-04history
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF17.2K shares0.00%2025-12-312026-02-04history
Sponsored
GM GENERAL MOTORS CORP14.6K shares-16.03%2025-12-312026-02-04history
ROCKET LAB CORP COM ROCKET LAB CORP COM17.0K shares4.48%2025-12-312026-02-04history
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF47.0K shares2.37%2025-12-312026-02-04history
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF24.7K shares2.33%2025-12-312026-02-04history
VHT VANGUARD HEALTH CARE ETF4.1K shares8.74%2025-12-312026-02-04history
TMUS T-MOBILE US INC COM5.8K shares-25.92%2025-12-312026-02-04history
ICE INTERCONTINENTAL EXCH INTL7.3K shares-24.98%2025-12-312026-02-04history
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD4.3K shares-2.44%2025-12-312026-02-04history
Sponsored
TXN TEXAS INSTRS INC COM6.7K shares-18.36%2025-12-312026-02-04history
ARGX ARGENX SE SPONSORED ADR1.4K shares0.88%2025-12-312026-02-04history
RCL ROYAL CARRIBBEAN CRUISES LTD4.1K shares4.17%2025-12-312026-02-04history
AIG AMERICAN INTL GROUP INC COM NEW13.4K shares6.99%2025-12-312026-02-04history
DGRO ISHARES CORE DIVIDEND GROWTH ETF16.2K shares0.01%2025-12-312026-02-04history
CME CHICAGO MERCANTILE HLDGS INC4.1K shares7.20%2025-12-312026-02-04history
STLD STEEL DYNAMICS INC6.6K shares-44.54%2025-12-312026-02-04history
IWN ISHARES RUSSELL 2000 VALUE6.2K shares-2.59%2025-12-312026-02-04history
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VCR VANGUARD CONSUMER DISCRETIONARY2.8K shares-4.22%2025-12-312026-02-04history
XLP CONSUMER STAPLES SELECT SECTOR SPDR14.1K shares4.59%2025-12-312026-02-04history
ECL ECOLAB INC COM4.2K shares1.29%2025-12-312026-02-04history
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF25.1K shares0.14%2025-12-312026-02-04history
IVOO VANGUARD S&P MID-CAP 400 ETF9.7K shares0.00%2025-12-312026-02-04history
NVO NOVO-NORDISK A/S ADR ADR CMN21.0K shares-4.53%2025-12-312026-02-04history
VEU VANGUARD FTSE ALL-WORLD EX-US14.4K shares0.84%2025-12-312026-02-04history
ACCENTURE PLC CLASS A ACCENTURE PLC CLASS A4.0K shares-23.39%2025-12-312026-02-04history
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TE CONNECTIVITY LTD TE CONNECTIVITY LTD4.6K shares0.98%2025-12-312026-02-04history
CTAS CINTAS CORP5.6K shares-31.17%2025-12-312026-02-04history
CIGNA CORP CIGNA CORP3.8K shares-11.56%2025-12-312026-02-04history
ROK ROCKWELL AUTOMATION INC COM2.7K shares5.95%2025-12-312026-02-04history
BP BP PLC SPONSORED ADR29.8K shares4.62%2025-12-312026-02-04history
VYM VANGUARD HIGH DIVIDEND YIELD7.1K shares-26.95%2025-12-312026-02-04history
D DOMINION RESOURCES INC17.4K shares-4.01%2025-12-312026-02-04history
MCO MOODYS CORP2.0K shares6.02%2025-12-312026-02-04history
Sponsored
PYPL PAYPAL HLDGS INC COM17.4K shares1.19%2025-12-312026-02-04history
JCI JOHNSON CTLS INC8.4K shares3.69%2025-12-312026-02-04history
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF24.5K sharesnew addition2025-12-312026-02-04history
DELL DELL TECHNOLOGIES INC CL C8.0K shares-2.61%2025-12-312026-02-04history
MMC MARSH & MCLENNAN COS INC COM5.4K shares-2.12%2025-12-312026-02-04history
LEN LENNAR CORP CL A9.6K shares-1.17%2025-12-312026-02-04history
CL COLGATE PALMOLIVE CO COM12.5K shares6.20%2025-12-312026-02-04history
DFAS DIMENSIONAL U.S. SMALL CAP ETF14.1K shares-5.64%2025-12-312026-02-04history
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CINF CINCINNATI FINL CORP COM6.0K shares-3.95%2025-12-312026-02-04history
ZBH ZIMMER HLDGS INC10.9K shares-14.55%2025-12-312026-02-04history
AMP AMERIPRISE FINANCIAL INC.2.0K shares-0.25%2025-12-312026-02-04history
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF3.8K shares-0.18%2025-12-312026-02-04history
NEM NEWMONT CORP COM9.6K shares6.50%2025-12-312026-02-04history
ANF ABERCROMBIE & FITCH CO CL A7.6K shares-26.31%2025-12-312026-02-04history
GLW CORNING INC COM10.9K shares4.11%2025-12-312026-02-04history
PGR PROGRESSIVE CORP COM4.1K shares9.87%2025-12-312026-02-04history
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VST VISTRA CORP COM5.8K shares-18.73%2025-12-312026-02-04history
DAL DELTA AIR LINES INC DEL CMN13.5K shares-16.15%2025-12-312026-02-04history
TFC TRUIST FINL CORP COM18.9K shares2.43%2025-12-312026-02-04history
APP APPLOVIN CORP COM CL A1.4K shares141.65%2025-12-312026-02-04history
TM TOYOTA MOTOR CORP ADS4.3K shares6.06%2025-12-312026-02-04history
BTI BRITISH AMERICAN TOBACCO16.2K shares-0.37%2025-12-312026-02-04history
VIS VANGUARD INDUSTRIALS3.1K shares0.00%2025-12-312026-02-04history
VFH VANGUARD FINANCIALS ETF6.8K shares1.23%2025-12-312026-02-04history
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BWXT BWX TECHNOLOGIES INC COM5.3K shares-3.57%2025-12-312026-02-04history
STZ CONSTELLATION BRANDS INC CL A6.6K shares-11.05%2025-12-312026-02-04history
NUE NUCOR CORP COM5.5K shares-31.66%2025-12-312026-02-04history
GKOS GLAUKOS CORP COM7.9K shares-0.46%2025-12-312026-02-04history
BK BANK NEW YORK MELLON CORP COM7.6K shares1.34%2025-12-312026-02-04history
PRU PRUDENTIAL FINL INC7.8K shares1.82%2025-12-312026-02-04history
WELL WELLTOWER INC COM4.8K shares5.07%2025-12-312026-02-04history
HSBC HSBC HOLDINGS PLC SPONS ADR11.1K shares0.67%2025-12-312026-02-04history
Sponsored
KKR & CO LP KKR & CO LP6.8K shares-11.19%2025-12-312026-02-04history
SAP SAP AKTIENGESELLSCHAFT ADR3.6K shares-2.42%2025-12-312026-02-04history
UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW13.3K sharesnew addition2025-12-312026-02-04history
ATEC ALPHATEC HLDGS INC COM NEW41.3K shares0.00%2025-12-312026-02-04history
ALL ALLSTATE CORP4.2K shares-0.60%2025-12-312026-02-04history
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF12.1K shares0.00%2025-12-312026-02-04history
CMCSA COMCAST CORP NEW CL A28.8K shares-9.49%2025-12-312026-02-04history
MET METLIFE INC COM10.9K shares-1.36%2025-12-312026-02-04history
Sponsored
SHW SHERWIN WILLIAMS CO COM2.7K shares-10.44%2025-12-312026-02-04history
QUAL ISHARES MSCI USA QUALITY FACTOR ETF4.3K shares-0.90%2025-12-312026-02-04history
MELI MERCADOLIBRE INC420 shares-5.19%2025-12-312026-02-04history
SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY3.0K shares21.57%2025-12-312026-02-04history
SOFI SOFI TECHNOLOGIES INC COM32.0K shares-9.47%2025-12-312026-02-04history
MCHP MICROCHIP TECHNOLOGY INC13.1K shares2.08%2025-12-312026-02-04history
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED52.3K shares5.06%2025-12-312026-02-04history
AON CORP AON CORP2.3K shares-0.98%2025-12-312026-02-04history
Sponsored
VPU VANGUARD UTILITIES4.4K shares0.23%2025-12-312026-02-04history
ESGD ISHARES ESG AWARE MSCI EAFE ETF8.7K shares0.00%2025-12-312026-02-04history
IUSG ISHARES CORE S&P U.S. GROWTH ETF4.9K shares-0.29%2025-12-312026-02-04history
KMI KINDER MORGAN INC29.6K shares-18.29%2025-12-312026-02-04history
XYLD GLOBAL X S&P 500 COVERED CALL ETF20.0K shares11.11%2025-12-312026-02-04history
VOT VANGUARD MID-CAP GROWTH ETF2.9K shares4.45%2025-12-312026-02-04history
APD AIR PRODS & CHEMS INC COM3.3K shares-27.55%2025-12-312026-02-04history
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE7.7K shares11.68%2025-12-312026-02-04history
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GBIL ACCESS TREASURY 0-1 YEAR ETF8.1K sharesnew addition2025-12-312026-02-04history
CENCORA INC COM CENCORA INC COM2.4K shares2.53%2025-12-312026-02-04history
IYW ISHARES DJ US TECHNOLOGY4.0K shares-0.57%2025-12-312026-02-04history
UBS UBS AG NEW F16.8K shares6.75%2025-12-312026-02-04history
SLB SLB LIMITED COM STK20.1K shares3.07%2025-12-312026-02-04history
LHX L3HARRIS TECHNOLOGIES INC COM2.6K shares10.18%2025-12-312026-02-04history
FAST FASTENAL CO19.2K shares-6.43%2025-12-312026-02-04history
NI NISOURCE INC COM18.5K shares-0.26%2025-12-312026-02-04history
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CALUMET SPCLTY PRDCTS PRTNRS CALUMET SPCLTY PRDCTS PRTNRS38.6K shares0.00%2025-12-312026-02-04history
URTH ISHARES MSCI WORLD ETF4.1K shares-0.73%2025-12-312026-02-04history
TT TRANE TECHNOLOGIES PLC SHS1.9K shares-6.46%2025-12-312026-02-04history
URI UNITED RENTALS INC COM931 shares2.76%2025-12-312026-02-04history
TOTALENERGIES SE ACT TOTALENERGIES SE ACT11.4K sharesnew addition2025-12-312026-02-04history
CDNS CADENCE DESIGN SYSTEM INC COM2.4K shares5.66%2025-12-312026-02-04history
SAN BANCO SANTANDER CENT HISP63.0K shares5.29%2025-12-312026-02-04history
BAC-PL BK OF AMERICA CORP 7.25 CNV PFD590 shares0.00%2025-12-312026-02-04history
Sponsored
LPX LOUISIANA PACIFIC9.1K shares0.45%2025-12-312026-02-04history
CAH CARDINAL HEALTH INC3.6K shares41.14%2025-12-312026-02-04history
GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR14.9K shares6.07%2025-12-312026-02-04history
SMH VANECK SEMICONDUCTOR ETF2.0K shares0.10%2025-12-312026-02-04history
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF17.5K shares0.09%2025-12-312026-02-04history
CNC CENTENE CORP DEL17.8K shares3.87%2025-12-312026-02-04history
PCAR PACCAR INC COM6.7K shares4.70%2025-12-312026-02-04history
SONY SONY GROUP CORP SPONSORED ADR28.5K shares2.71%2025-12-312026-02-04history
Sponsored
DLR DIGITAL REALTY TRUST INC4.7K shares1.16%2025-12-312026-02-04history
UST PROSHARES ULTRA 7-10 YEAR TREASURY16.6K shares-25.37%2025-12-312026-02-04history
DDOG DATADOG INC CL A COM5.3K shares2.23%2025-12-312026-02-04history
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS4.9K shares-2.74%2025-12-312026-02-04history
HLAL WAHED FTSE USA SHARIAH ETF11.6K shares0.72%2025-12-312026-02-04history
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF12.0K shares37.05%2025-12-312026-02-04history
LULU LULULEMON ATHLETICA INC3.4K shares5.50%2025-12-312026-02-04history
BCS BARCLAYS PLC ADR27.2K shares12.44%2025-12-312026-02-04history
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NXPI NXP SEMICONDUCTORS NV COM3.2K shares-6.99%2025-12-312026-02-04history
HBAN HUNTINGTON BANCSHARES INC COM39.2K shares-1.07%2025-12-312026-02-04history
VOTE TCW TRANSFORM 500 ETF8.5K shares0.00%2025-12-312026-02-04history
BE BLOOM ENERGY CORP COM CL A7.8K shares614.80%2025-12-312026-02-04history
AXON AXON ENTERPRISE INC COM1.2K shares3.31%2025-12-312026-02-04history
SHY ISHARES 1-3 YR TREASURY BOND ETF8.1K shares2.06%2025-12-312026-02-04history
ROP ROPER INDUSTRIES INC1.5K shares90.00%2025-12-312026-02-04history
NDAQ NASDAQ STK MKT INC6.9K shares9.75%2025-12-312026-02-04history
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KEY KEYCORP COM32.1K shares-12.75%2025-12-312026-02-04history
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF22.4K sharesnew addition2025-12-312026-02-04history
MDY S & P MID CAP 400 DEP RCPTS MID CAP1.1K shares10.78%2025-12-312026-02-04history
IWS ISHARES RUSSELL MIDCAP VALUE INDEX4.6K shares31.53%2025-12-312026-02-04history
BHP BHP GROUP LTD SPONSORED ADS10.8K shares1.00%2025-12-312026-02-04history
EFV ISHARES MSCI EAFE VALUE INDEX ETF9.1K shares-3.02%2025-12-312026-02-04history
MARVELL TECHNOLOGY GROUP LTD MARVELL TECHNOLOGY GROUP LTD7.6K shares2.69%2025-12-312026-02-04history
RSG REPUBLIC SERVICES INC3.0K shares21.85%2025-12-312026-02-04history
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DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF19.6K shares-1.08%2025-12-312026-02-04history
EQT CORP COM EQT CORP COM11.8K shares4.02%2025-12-312026-02-04history
FELC FIDELITY ENHANCED LARGE CAP CORE ETF16.5K shares0.21%2025-12-312026-02-04history
MPWR MONOLITHIC PWR SYS INC COM691 shares2.98%2025-12-312026-02-04history
MNST MONSTER BEVERAGE CORP NEW COM8.1K shares11.56%2025-12-312026-02-04history
IP INTERNATIONAL PAPER CO COM15.9K shares0.25%2025-12-312026-02-04history
SDY SPDR SER TR S&P DIVID ETF4.5K shares-33.28%2025-12-312026-02-04history
NTRA NATERA INC COM2.7K sharesnew addition2025-12-312026-02-04history
Sponsored
BTCO INVESCO GALAXY BITCOIN ETF7.1K shares0.00%2025-12-312026-02-04history
HWM HOWMET AEROSPACE INC COM3.0K shares4.78%2025-12-312026-02-04history
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF4.4K shares-9.54%2025-12-312026-02-04history
WCN WASTE CONNECTIONS INC3.5K shares-16.37%2025-12-312026-02-04history
KR KROGER CO COM9.7K shares-8.65%2025-12-312026-02-04history
ADSK AUTODESK INC2.0K shares5.73%2025-12-312026-02-04history
EW EDWARDS LIFESCIENCES CORP COM7.0K shares-12.76%2025-12-312026-02-04history
OXY OCCIDENTAL PETE CORP COM14.5K shares-16.20%2025-12-312026-02-04history
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EBAY EBAY INC6.8K shares2.12%2025-12-312026-02-04history
VCIT VANGUARD INTERMEDIATE TERM CORP BOND FD ETF7.0K shares-19.55%2025-12-312026-02-04history
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF23.1K shares0.74%2025-12-312026-02-04history
FITB FIFTH THIRD BANCORP12.5K shares-5.19%2025-12-312026-02-04history
CTVA CORTEVA INC COM8.6K shares-1.35%2025-12-312026-02-04history
DHI D R HORTON INC4.0K shares2.21%2025-12-312026-02-04history
UI UBIQUITI INC COM1.0K shares2.05%2025-12-312026-02-04history
HLT HILTON WORLDWIDE HLDGS INC COM2.0K shares22.32%2025-12-312026-02-04history
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DASH DOORDASH INC CL A2.5K shares34.05%2025-12-312026-02-04history
FLEX FLEXTRONICS INTL LTD F9.4K sharesnew addition2025-12-312026-02-04history
COIN COINBASE GLOBAL INC COM CL A2.5K shares-22.34%2025-12-312026-02-04history
CMG CHIPOTLE MEXICAN GRILL INC15.3K shares-8.22%2025-12-312026-02-04history
MLM MARTIN MARIETTA MATLS INC907 shares29.20%2025-12-312026-02-04history
IUSV ISHARES CORE S&P US VALUE ETF5.5K shares1.66%2025-12-312026-02-04history
RF REGIONS FINANCIAL CORP NEW20.6K shares6.72%2025-12-312026-02-04history
NRG NRG ENERGY INC NEW3.5K shares3.10%2025-12-312026-02-04history
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WPM SILVER WHEATON CORP4.7K shares5.69%2025-12-312026-02-04history
ESGV VANGUARD ESG U.S. STOCK ETF4.6K shares-6.79%2025-12-312026-02-04history
NMFC NEW MOUNTAIN FIN CORP59.9K shares0.00%2025-12-312026-02-04history
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK6.7K shares-15.92%2025-12-312026-02-04history
OKE ONEOK INC NEW COM7.5K shares-28.19%2025-12-312026-02-04history
RH RESTORATION HARDWARE3.1K shares50.94%2025-12-312026-02-04history
OBDC BLUE OWL CAPITAL CORPORATION COM44.1K shares23.84%2025-12-312026-02-04history
USMV ISHARES MSCI USA MIN VOL FACTOR ETF5.8K shares23.56%2025-12-312026-02-04history
Sponsored
ONB OLD NATL BANCORP IND24.3K shares-4.01%2025-12-312026-02-04history
ZTS ZOETIS INC COM CL A4.3K shares-21.46%2025-12-312026-02-04history
CLX CLOROX CO DEL COM5.4K shares-26.84%2025-12-312026-02-04history
ILMN ILLUMINA INC4.1K shares-3.17%2025-12-312026-02-04history
ACWX ISHARES MSCI ACWI EX US8.0K shares47.88%2025-12-312026-02-04history
GBTC GRAYSCALE BITCOIN TRUST ETF7.9K shares-9.97%2025-12-312026-02-04history
CARR CARRIER GLOBAL CORPORATION COM10.2K shares-18.87%2025-12-312026-02-04history
ESS ESSEX PPTY TR REIT2.0K shares3.67%2025-12-312026-02-04history
Sponsored
HEI HEICO CORP NEW COM1.6K shares3.48%2025-12-312026-02-04history
PDI PIMCO DYNAMIC INCOME FD SHS29.9K shares2.79%2025-12-312026-02-04history
STT STATE STR CORP COM4.1K shares16.80%2025-12-312026-02-04history
AVUV AVANTIS U.S. SMALL CAP VALUE ETF5.2K shares39.30%2025-12-312026-02-04history
USIG ISHARES CREDIT BOND ETF10.1K shares-71.18%2025-12-312026-02-04history
BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.4922.2K shares6.99%2025-12-312026-02-04history
SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW17.6K shares-21.49%2025-12-312026-02-04history
HCA HCA HEALTHCARE INC COM1.1K shares-0.81%2025-12-312026-02-04history
Sponsored
INBK FIRST INTERNET BANCORP24.6K shares1.08%2025-12-312026-02-04history
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF4.4K shares-0.96%2025-12-312026-02-04history
EPI WISDOMTREE TR INDIA EARNINGS FD10.8K shares-2.41%2025-12-312026-02-04history
FTAI AVIATION LTD SHS FTAI AVIATION LTD SHS2.5K shares0.12%2025-12-312026-02-04history
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD5.3K shares0.00%2025-12-312026-02-04history
TROW T ROWE PRICE GROUP INC4.9K shares20.80%2025-12-312026-02-04history
GOVT ISHARES U.S. TREASURY BOND ETF21.7K sharesnew addition2025-12-312026-02-04history
ARCC ARES CAPITAL CORP COM24.6K shares0.55%2025-12-312026-02-04history
Sponsored
IYR ISHARES US REAL ESTATE ETF5.3K shares-0.51%2025-12-312026-02-04history
SPOT SPOTIFY TECHNOLOGY S A SHS850 shares28.01%2025-12-312026-02-04history
NTAP NETAPP INC4.6K shares5.09%2025-12-312026-02-04history
KEYS KEYSIGHT TECHNOLOGIES INC COM2.4K shares6.68%2025-12-312026-02-04history
SRE SEMPRA ENERGY5.6K shares3.79%2025-12-312026-02-04history
FMBH FIRST MID BANCSHARES INC COM12.4K shares1.53%2025-12-312026-02-04history
USD PROSHARES ULTRA SEMICONDUCTORS9.2K shares100.00%2025-12-312026-02-04history
O REALTY INCOME CORP8.6K shares1.03%2025-12-312026-02-04history
Sponsored
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209824.9K shares15.15%2025-12-312026-02-04history
VGK VANGUARD EUROPEAN5.7K shares0.00%2025-12-312026-02-04history
BKR BAKER HUGHES INC10.5K shares13.94%2025-12-312026-02-04history
PPL PPL CORP COM13.5K shares1.50%2025-12-312026-02-04history
RIVN RIVIAN AUTOMOTIVE INC COM CL A24.0K shares11.29%2025-12-312026-02-04history
VSS VANGUARD FTSE ALL WORLD EX-US ETF3.3K shares1.95%2025-12-312026-02-04history
PAA PLAINS ALL AMERICAN PIPELINE LP26.3K shares24.05%2025-12-312026-02-04history
OEF ISHARES TR S&P 100 INDEX FUND1.4K shares88.87%2025-12-312026-02-04history
Sponsored
ING ING GROEP NV ADR16.7K shares6.43%2025-12-312026-02-04history
KHC KRAFT HEINZ CO COM19.3K shares-28.77%2025-12-312026-02-04history
UAL UNITED CONTL HLDGS INC4.2K shares-16.26%2025-12-312026-02-04history
TPL TEXAS PACIFIC LAND CORPORATION COM1.6K shares203.38%2025-12-312026-02-04history
SW SMURFIT WESTROCK PLC SHS12.0K shares-31.11%2025-12-312026-02-04history
XLU UTILITIES SELECT SECTOR SPDR10.8K shares111.17%2025-12-312026-02-04history
LNC LINCOLN NATL CORP IND COM10.4K shares7.88%2025-12-312026-02-04history
ZS ZSCALER INC COM2.0K shares163.66%2025-12-312026-02-04history
Sponsored
BALL BALL CORP COM8.7K shares-2.67%2025-12-312026-02-04history
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF9.8K sharesnew addition2025-12-312026-02-04history
CBZ CBIZ INC COM9.0K shares-38.93%2025-12-312026-02-04history
DXCM DEXCOM INC COM6.8K shares-27.49%2025-12-312026-02-04history
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR10.2K shares34.39%2025-12-312026-02-04history
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST5.2K shares29.60%2025-12-312026-02-04history
BDX BECTON DICKINSON & CO COM2.3K shares1.73%2025-12-312026-02-04history
FANG DIAMONDBACK ENERGY INC COM2.9K shares14.37%2025-12-312026-02-04history
Sponsored
LUV SOUTHWEST AIRLS CO COM10.6K shares-1.50%2025-12-312026-02-04history
NXG NXG NEXTGEN INFRASTR INCM FD COM8.6K shares0.00%2025-12-312026-02-04history
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX4.4K shares-18.52%2025-12-312026-02-04history
MSD MORGAN STANLEY EMKT DBT FD INC COM58.1K shares6.42%2025-12-312026-02-04history

Call Option Holdings
AMD Call CallADVANCED MICRO DEVICES INC COM2.0K shares400.00%2025-12-312026-02-04history
MU Call CallMICRON TECHNOLOGY1.4K sharesnew addition2025-12-312026-02-04history
MAR Call CallMARRIOTT INTL INC800 sharesnew addition2025-12-312026-02-04history
SLV Call CallISHARES SILVER TRUST ETF3.3K sharesnew addition2025-12-312026-02-04history
FFIV Call CallF5 NETWORKS INC700 sharesnew addition2025-12-312026-02-04history
GLD Call CallSPDR GOLD ETF400 sharesnew addition2025-12-312026-02-04history
ADI Call CallANALOG DEVICES INC COM500 sharesnew addition2025-12-312026-02-04history
JPM Call CallJPMORGAN CHASE & CO. COM400 sharesnew addition2025-12-312026-02-04history
IWM Call CallISHARES RUSSELL 2000 ETF500 sharesnew addition2025-12-312026-02-04history
CITIGROUP INC Call CallCITIGROUP INC1.0K sharesnew addition2025-12-312026-02-04history
NKE Call CallNIKE INC CLASS B1.7K sharesnew addition2025-12-312026-02-04history
BITMINE IMMERSION TECNOLOGIES COM NEW Call CallBITMINE IMMERSION TECNOLOGIES COM NEW3.9K shares11.43%2025-12-312026-02-04history
MSFT Call CallMICROSOFT300 shares200.00%2025-12-312026-02-04history
NEM Call CallNEWMONT CORP COM1.0K sharesnew addition2025-12-312026-02-04history
HLT Call CallHILTON WORLDWIDE HLDGS INC COM200 sharesnew addition2025-12-312026-02-04history
BAC Call CallBANK AMERICA CORP COM1.0K sharesnew addition2025-12-312026-02-04history
KEY Call CallKEYCORP COM2.5K sharesnew addition2025-12-312026-02-04history
AMAT Call CallAPPLIED MATLS INC COM200 sharesnew addition2025-12-312026-02-04history
APLD Call CallAPPLIED DIGITAL CORP COM NEW2.0K sharesnew addition2025-12-312026-02-04history
SNDK Call CallSANDISK CORP COM200 sharesnew addition2025-12-312026-02-04history
GM Call CallGENERAL MOTORS CORP500 sharesnew addition2025-12-312026-02-04history
ASTRAZENECA PLC- SPONS ADR Call CallASTRAZENECA PLC- SPONS ADR400 sharesnew addition2025-12-312026-02-04history
ROCKET LAB CORP COM Call CallROCKET LAB CORP COM500 sharesnew addition2025-12-312026-02-04history
GOOGLE INC Call CallGOOGLE INC100 shares-91.67%2025-12-312026-02-04history
CVX Call CallCHEVRON CORP NEW COM200 shares0.00%2025-12-312026-02-04history
COIN Call CallCOINBASE GLOBAL INC COM CL A100 sharesnew addition2025-12-312026-02-04history
IBIT Call CallISHARES BITCOIN TRUST ETF400 shares-33.33%2025-12-312026-02-04history
MSTR Call CallSTRATEGY INC CL A NEW1.0K shares-66.67%2025-12-312026-02-04history
ISHARES GOLD TRUST ETF Call CallISHARES GOLD TRUST ETF200 sharesnew addition2025-12-312026-02-04history
PLUG Call CallPLUG PWR INC7.8K sharesnew addition2025-12-312026-02-04history
AMZN Call CallAMAZON.COM INC500 shares-28.57%2025-12-312026-02-04history
PL Call CallPLANET LABS PBC COM CL A200 sharesnew addition2025-12-312026-02-04history
NVDA Call CallNVIDIA CORP100 sharesnew addition2025-12-312026-02-04history
AAPL Call CallAPPLE INC200 sharesnew addition2025-12-312026-02-04history

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF3.7K shares37.04%2025-12-312026-02-04history
MU Put PutMICRON TECHNOLOGY1.4K sharesnew addition2025-12-312026-02-04history
ALB Put PutALBEMARLE CORP1.0K sharesnew addition2025-12-312026-02-04history
A Put PutAGILENT TECH INC1.0K sharesnew addition2025-12-312026-02-04history
MEDTRONIC PLC SHS Put PutMEDTRONIC PLC SHS1.4K sharesnew addition2025-12-312026-02-04history
IWM Put PutISHARES RUSSELL 2000 ETF500 sharesnew addition2025-12-312026-02-04history
CITIGROUP INC Put PutCITIGROUP INC1.0K sharesnew addition2025-12-312026-02-04history
LLY Put PutELI LILLY & CO COM100 shares0.00%2025-12-312026-02-04history
TTD Put PutTHE TRADE DESK INC COM CL A1.7K sharesnew addition2025-12-312026-02-04history
KEY Put PutKEYCORP COM2.5K sharesnew addition2025-12-312026-02-04history
TradeFomo Institution Holdings Analysis: Valeo Financial Advisors, LLC | TradeFomo