The Analysis of Waverly Advisors, LLC's Holdings

Currently, Waverly Advisors, LLC holds 1474 types of securities in its portfolio with a total value $12.3B. In the most recent quarter, they have increased their positions in VO (+288.8K shares, valued at $83.8M), N/A (+120.5K shares, valued at $75.6M), IWR (+756.4K shares, valued at $72.8M); decreased their positions in SPAB (-386.9K shares, valued at $10.0M), N/A (-48.4K shares, valued at $9.3M), SGOV (-79.8K shares, valued at $8.0M); initiated new positions in N/A (+431.4K shares, valued at $28.3M), BNDW (+303.3K shares, valued at $20.8M), BUFD (+474.5K shares, valued at $13.4M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR1.2M shares4.42%2025-12-312026-02-17

VUG VANGUARD INDEX FDS736.7K shares0.47%2025-12-312026-02-17

AAPL APPLE INC1.2M shares22.40%2025-12-312026-02-17

VIG VANGUARD SPECIALIZED FUNDS1.2M shares30.48%2025-12-312026-02-17

MSFT MICROSOFT CORP474.9K shares39.68%2025-12-312026-02-17

NVDA NVIDIA CORPORATION1.2M shares28.03%2025-12-312026-02-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.7M shares-1.47%2025-12-312026-02-17

SPIB SPDR SERIES TRUST5.1M shares10.53%2025-12-312026-02-17

Sponsored

SGOV ISHARES TR1.5M shares-5.14%2025-12-312026-02-17

AVUV AMERICAN CENTY ETF TR1.3M shares5.52%2025-12-312026-02-17

IWB ISHARES TR326.6K shares-0.46%2025-12-312026-02-17

VANGUARD INDEX FDS VANGUARD INDEX FDS193.4K shares165.33%2025-12-312026-02-17

ALPHABET INC ALPHABET INC385.2K shares23.35%2025-12-312026-02-17

AVLV AMERICAN CENTY ETF TR1.5M shares6.26%2025-12-312026-02-17

AMZN AMAZON COM INC481.8K shares50.29%2025-12-312026-02-17

SPY SPDR S&P 500 ETF TR156.7K shares6.85%2025-12-312026-02-17

Sponsored

VTI VANGUARD INDEX FDS315.6K shares20.84%2025-12-312026-02-17

JPIE J P MORGAN EXCHANGE TRADED F2.3M shares8.08%2025-12-312026-02-17

HEFA ISHARES TR2.5M shares3.98%2025-12-312026-02-17

JPM JPMORGAN CHASE & CO.318.9K shares39.95%2025-12-312026-02-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL201.4K shares8.98%2025-12-312026-02-17

VO VANGUARD INDEX FDS343.3K shares529.69%2025-12-312026-02-17

SPYG SPDR SERIES TRUST929.6K shares14.16%2025-12-312026-02-17

VOE VANGUARD INDEX FDS542.5K shares-4.99%2025-12-312026-02-17

Sponsored

IWF ISHARES TR200.6K shares30.38%2025-12-312026-02-17

VONE VANGUARD SCOTTSDALE FDS298.8K shares-0.30%2025-12-312026-02-17

ALPHABET INC ALPHABET INC290.2K shares22.88%2025-12-312026-02-17

BROADCOM INC BROADCOM INC260.2K shares23.19%2025-12-312026-02-17

IWR ISHARES TR933.4K shares427.22%2025-12-312026-02-17

VEA VANGUARD TAX-MANAGED FDS1.4M shares10.85%2025-12-312026-02-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T446.6K shares-9.78%2025-12-312026-02-17

SCHG SCHWAB STRATEGIC TR2.5M shares5.18%2025-12-312026-02-17

Sponsored

SCHB SCHWAB STRATEGIC TR3.0M shares4.39%2025-12-312026-02-17

VOT VANGUARD INDEX FDS249.1K shares-1.76%2025-12-312026-02-17

IWM ISHARES TR279.8K shares50.33%2025-12-312026-02-17

INVESCO QQQ TR INVESCO QQQ TR108.8K shares8.83%2025-12-312026-02-17

PG PROCTER AND GAMBLE CO458.5K shares23.42%2025-12-312026-02-17

LLY ELI LILLY & CO58.1K shares13.80%2025-12-312026-02-17

VEU VANGUARD INTL EQUITY INDEX F841.0K shares7.93%2025-12-312026-02-17

IVW ISHARES TR487.8K shares5.54%2025-12-312026-02-17

Sponsored

BOND PIMCO ETF TR640.9K shares180.98%2025-12-312026-02-17

IWD ISHARES TR280.7K shares41.84%2025-12-312026-02-17

IWV ISHARES TR152.1K shares-0.82%2025-12-312026-02-17

IJH ISHARES TR882.1K shares-2.13%2025-12-312026-02-17

JPST J P MORGAN EXCHANGE TRADED F1.1M shares85.76%2025-12-312026-02-17

VTV VANGUARD INDEX FDS301.2K shares20.98%2025-12-312026-02-17

IEI ISHARES TR466.2K shares1.47%2025-12-312026-02-17

JNJ JOHNSON & JOHNSON267.8K shares55.42%2025-12-312026-02-17

Sponsored

AVDE AMERICAN CENTY ETF TR645.4K shares73.27%2025-12-312026-02-17

SCHM SCHWAB STRATEGIC TR1.7M shares-0.45%2025-12-312026-02-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1M shares-2.37%2025-12-312026-02-17

TSM TAIWAN SEMICONDUCTOR MFG LTD166.3K shares-5.70%2025-12-312026-02-17

ABBV ABBVIE INC218.9K shares37.70%2025-12-312026-02-17

DGRO ISHARES TR715.2K shares36.05%2025-12-312026-02-17

VYM VANGUARD WHITEHALL FDS342.8K shares-1.09%2025-12-312026-02-17

ACWX ISHARES TR722.5K shares5112.78%2025-12-312026-02-17

Sponsored

HD HOME DEPOT INC138.2K shares24.98%2025-12-312026-02-17

VWO VANGUARD INTL EQUITY INDEX F873.5K shares41.96%2025-12-312026-02-17

SPYM SPDR SERIES TRUST576.8K shares-0.06%2025-12-312026-02-17

V VISA INC131.0K shares15.72%2025-12-312026-02-17

SCHD SCHWAB STRATEGIC TR1.7M shares0.43%2025-12-312026-02-17

ORCL ORACLE CORP234.3K shares-1.88%2025-12-312026-02-17

SPYV SPDR SERIES TRUST803.6K shares41.50%2025-12-312026-02-17

WMT WALMART INC401.9K shares26.96%2025-12-312026-02-17

Sponsored

AVUS AMERICAN CENTY ETF TR400.2K shares-1.23%2025-12-312026-02-17

IVE ISHARES TR207.2K shares48.83%2025-12-312026-02-17

IGV ISHARES TR403.6K shares12.49%2025-12-312026-02-17

KO COCA COLA CO603.5K shares22.39%2025-12-312026-02-17

META META PLATFORMS INC59.6K shares113.54%2025-12-312026-02-17

XOM EXXON MOBIL CORP325.8K shares18.86%2025-12-312026-02-17

MU MICRON TECHNOLOGY INC131.2K shares106.51%2025-12-312026-02-17

EFV ISHARES TR500.5K shares-3.54%2025-12-312026-02-17

Sponsored

MCD MCDONALDS CORP114.1K shares6.70%2025-12-312026-02-17

CRM SALESFORCE INC129.6K shares94.66%2025-12-312026-02-17

SCHF SCHWAB STRATEGIC TR1.4M shares2.68%2025-12-312026-02-17

SPAB SPDR SERIES TRUST1.3M shares-23.24%2025-12-312026-02-17

VCIT VANGUARD SCOTTSDALE FDS391.8K shares-16.85%2025-12-312026-02-17

CSCO CISCO SYS INC419.8K shares80.50%2025-12-312026-02-17

VB VANGUARD INDEX FDS125.2K shares183.25%2025-12-312026-02-17

AXP AMERICAN EXPRESS CO87.1K shares1.76%2025-12-312026-02-17

Sponsored

BAC BANK AMERICA CORP565.9K shares76.56%2025-12-312026-02-17

COST COSTCO WHSL CORP NEW36.0K shares104.76%2025-12-312026-02-17

IWY ISHARES TR111.7K shares-0.70%2025-12-312026-02-17

ECL ECOLAB INC116.8K shares1.64%2025-12-312026-02-17

VTEB VANGUARD MUN BD FDS602.1K shares1.22%2025-12-312026-02-17

PEP PEPSICO INC209.1K shares71.44%2025-12-312026-02-17

SO SOUTHERN CO334.4K shares39.09%2025-12-312026-02-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND107.3K shares7.77%2025-12-312026-02-17

Sponsored

GLD SPDR GOLD TR71.6K shares11.27%2025-12-312026-02-17

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO431.4K sharesnew addition2025-12-312026-02-17

CAT CATERPILLAR INC48.2K shares87.27%2025-12-312026-02-17

FBND FIDELITY MERRIMACK STR TR591.5K shares40.06%2025-12-312026-02-17

MINT PIMCO ETF TR270.3K shares-4.73%2025-12-312026-02-17

EFA ISHARES TR282.0K shares18.13%2025-12-312026-02-17

VTWO VANGUARD SCOTTSDALE FDS271.7K shares1.07%2025-12-312026-02-17

VCSH VANGUARD SCOTTSDALE FDS338.9K shares-0.63%2025-12-312026-02-17

Sponsored

MERCK & CO INC MERCK & CO INC256.6K shares94.43%2025-12-312026-02-17

SPTM SPDR SERIES TRUST319.2K shares0.15%2025-12-312026-02-17

IEFA ISHARES TR292.4K shares10.87%2025-12-312026-02-17

TSLA TESLA INC57.1K shares16.27%2025-12-312026-02-17

BND VANGUARD BD INDEX FDS340.4K shares9.68%2025-12-312026-02-17

XLK SELECT SECTOR SPDR TR171.5K shares104.78%2025-12-312026-02-17

IWP ISHARES TR176.1K shares6.64%2025-12-312026-02-17

SPMD SPDR SERIES TRUST415.5K shares16.50%2025-12-312026-02-17

Sponsored

VXUS VANGUARD STAR FDS317.8K shares8.15%2025-12-312026-02-17

QCOM QUALCOMM INC138.4K shares138.53%2025-12-312026-02-17

ET ENERGY TRANSFER L P1.4M shares9.47%2025-12-312026-02-17

WM WASTE MGMT INC DEL104.6K shares8.04%2025-12-312026-02-17

DIS DISNEY WALT CO199.7K shares85.36%2025-12-312026-02-17

BRK.A BERKSHIRE HATHAWAY INC DEL30 shares7.14%2025-12-312026-02-17

SPSB SPDR SERIES TRUST733.9K shares4.05%2025-12-312026-02-17

UNP UNION PAC CORP95.0K shares36.06%2025-12-312026-02-17

Sponsored

SBUX STARBUCKS CORP260.5K shares96.72%2025-12-312026-02-17

AZN ASTRAZENECA PLC237.8K shares0.44%2025-12-312026-02-17

BLACKROCK INC BLACKROCK INC20.4K shares-0.23%2025-12-312026-02-17

USTB VICTORY PORTFOLIOS II424.4K shares9.13%2025-12-312026-02-17

CVX CHEVRON CORP NEW141.5K shares40.78%2025-12-312026-02-17

VZ VERIZON COMMUNICATIONS INC526.7K shares79.91%2025-12-312026-02-17

SCHO SCHWAB STRATEGIC TR877.5K shares27.85%2025-12-312026-02-17

SPDW SPDR INDEX SHS FDS476.1K shares9.24%2025-12-312026-02-17

Sponsored

IEMG ISHARES INC312.0K shares11.83%2025-12-312026-02-17

UPS UNITED PARCEL SERVICE INC210.7K shares24.80%2025-12-312026-02-17

HON HONEYWELL INTL INC106.9K shares19.99%2025-12-312026-02-17

BNDW VANGUARD SCOTTSDALE FDS303.3K sharesnew addition2025-12-312026-02-17

VUSB VANGUARD BD INDEX FDS409.1K shares-2.34%2025-12-312026-02-17

JEPI J P MORGAN EXCHANGE TRADED F352.5K shares0.85%2025-12-312026-02-17

AGG ISHARES TR201.6K shares0.41%2025-12-312026-02-17

AMD ADVANCED MICRO DEVICES INC93.3K shares-15.74%2025-12-312026-02-17

Sponsored

CITIGROUP INC CITIGROUP INC170.6K shares52.84%2025-12-312026-02-17

HDV ISHARES TR163.3K shares-3.73%2025-12-312026-02-17

BLACKSTONE INC BLACKSTONE INC127.3K shares313.22%2025-12-312026-02-17

IBM INTERNATIONAL BUSINESS MACHS64.7K shares23.73%2025-12-312026-02-17

GS GOLDMAN SACHS GROUP INC21.7K shares68.54%2025-12-312026-02-17

IWX ISHARES TR205.8K shares-0.90%2025-12-312026-02-17

OEF ISHARES TR54.2K shares24.39%2025-12-312026-02-17

PANW PALO ALTO NETWORKS INC100.8K shares67.37%2025-12-312026-02-17

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY561.3K shares1.00%2025-12-312026-02-17

TMO THERMO FISHER SCIENTIFIC INC30.8K shares21.55%2025-12-312026-02-17

DHR DANAHER CORPORATION77.5K shares134.10%2025-12-312026-02-17

GDX VANECK ETF TRUST204.1K shares-4.44%2025-12-312026-02-17

EPD ENTERPRISE PRODS PARTNERS L542.6K shares-0.63%2025-12-312026-02-17

GE AEROSPACE GE AEROSPACE56.3K shares125.34%2025-12-312026-02-17

SCHV SCHWAB STRATEGIC TR585.4K shares-0.79%2025-12-312026-02-17

QUAL ISHARES TR85.7K shares-18.37%2025-12-312026-02-17

Sponsored

BINC BLACKROCK ETF TRUST II320.6K shares107.58%2025-12-312026-02-17

JEPQ J P MORGAN EXCHANGE TRADED F289.2K shares9.88%2025-12-312026-02-17

SCHE SCHWAB STRATEGIC TR506.9K shares-1.96%2025-12-312026-02-17

AOR ISHARES TR248.0K shares-2.71%2025-12-312026-02-17

MGV VANGUARD WORLD FD111.9K shares-0.41%2025-12-312026-02-17

SYK STRYKER CORPORATION44.2K shares5.12%2025-12-312026-02-17

ITOT ISHARES TR104.1K shares2.92%2025-12-312026-02-17

MS MORGAN STANLEY87.0K shares902.11%2025-12-312026-02-17

Sponsored

WFC WELLS FARGO CO NEW165.7K shares6.80%2025-12-312026-02-17

IWS ISHARES TR107.6K shares1.62%2025-12-312026-02-17

DE DEERE & CO32.3K shares0.13%2025-12-312026-02-17

LNG CHENIERE ENERGY INC76.9K shares-4.55%2025-12-312026-02-17

EXPE EXPEDIA GROUP INC52.7K shares1561.37%2025-12-312026-02-17

AVDV AMERICAN CENTY ETF TR158.8K shares-3.27%2025-12-312026-02-17

GLW CORNING INC168.9K shares133.37%2025-12-312026-02-17

MKC MCCORMICK & CO INC216.2K shares67.24%2025-12-312026-02-17

Sponsored

NORTHERN LTS FD TR II NORTHERN LTS FD TR II539.4K shares-5.54%2025-12-312026-02-17

IWN ISHARES TR80.1K shares1.56%2025-12-312026-02-17

AMAT APPLIED MATLS INC56.0K shares-4.68%2025-12-312026-02-17

BSX BOSTON SCIENTIFIC CORP150.2K shares112.54%2025-12-312026-02-17

IJS ISHARES TR125.7K shares-3.96%2025-12-312026-02-17

ADI ANALOG DEVICES INC52.7K shares14.39%2025-12-312026-02-17

IJK ISHARES TR147.4K shares3.66%2025-12-312026-02-17

DYNF BLACKROCK ETF TRUST233.7K shares12.82%2025-12-312026-02-17

Sponsored

FPE FIRST TR EXCH TRADED FD III776.9K shares7.38%2025-12-312026-02-17

MTUM ISHARES TR56.2K shares-3.56%2025-12-312026-02-17

WES WESTERN MIDSTREAM PARTNERS L355.7K shares15.98%2025-12-312026-02-17

PM PHILIP MORRIS INTL INC87.6K shares158.40%2025-12-312026-02-17

NOBL PROSHARES TR134.9K shares16.41%2025-12-312026-02-17

CINF CINCINNATI FINL CORP85.7K shares0.04%2025-12-312026-02-17

EFG ISHARES TR122.4K shares-24.42%2025-12-312026-02-17

CBLS ELEVATION SERIES TRUST504.0K shares0.06%2025-12-312026-02-17

Sponsored

SCHX SCHWAB STRATEGIC TR514.9K shares4.41%2025-12-312026-02-17

ABT ABBOTT LABS110.1K shares8.81%2025-12-312026-02-17

NEE NEXTERA ENERGY INC171.4K shares131.24%2025-12-312026-02-17

VDC VANGUARD WORLD FD64.6K shares-5.71%2025-12-312026-02-17

CL COLGATE PALMOLIVE CO171.2K shares64.16%2025-12-312026-02-17

BUFD FIRST TR EXCHNG TRADED FD VI474.5K sharesnew addition2025-12-312026-02-17

EWL ISHARES INC222.2K shares0.85%2025-12-312026-02-17

DFSD DIMENSIONAL ETF TRUST277.6K shares-0.84%2025-12-312026-02-17

Sponsored

NEAR ISHARES U S ETF TR259.3K shares6.61%2025-12-312026-02-17

AWK AMERICAN WTR WKS CO INC NEW101.5K shares28.72%2025-12-312026-02-17

CME CME GROUP INC48.3K shares1.39%2025-12-312026-02-17

MPLX MPLX LP246.3K shares0.06%2025-12-312026-02-17

IWO ISHARES TR40.2K shares5.16%2025-12-312026-02-17

IJR ISHARES TR107.6K shares-0.74%2025-12-312026-02-17

AMJB JPMORGAN CHASE FINL CO LLC431.5K shares-15.12%2025-12-312026-02-17

NUE NUCOR CORP78.6K shares-0.40%2025-12-312026-02-17

Sponsored

IEF ISHARES TR133.0K shares4.74%2025-12-312026-02-17

VYMI VANGUARD WHITEHALL FDS141.3K shares6.25%2025-12-312026-02-17

MUB ISHARES TR117.5K shares-5.75%2025-12-312026-02-17

SCHA SCHWAB STRATEGIC TR436.5K shares-16.14%2025-12-312026-02-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW105.6K shares12.82%2025-12-312026-02-17

GLOF ISHARES TR230.0K sharesnew addition2025-12-312026-02-17

PAA PLAINS ALL AMERN PIPELINE L676.0K shares-0.94%2025-12-312026-02-17

AVEM AMERICAN CENTY ETF TR157.1K shares-12.08%2025-12-312026-02-17

Sponsored

ACWI ISHARES TR85.3K shares-6.93%2025-12-312026-02-17

AOA ISHARES TR134.4K shares-8.16%2025-12-312026-02-17

INTU INTUIT17.9K shares25.00%2025-12-312026-02-17

MGK VANGUARD WORLD FD28.8K shares5.54%2025-12-312026-02-17

ITW ILLINOIS TOOL WKS INC47.5K shares1.95%2025-12-312026-02-17

ENB ENBRIDGE INC244.3K shares492.92%2025-12-312026-02-17

EEM ISHARES TR212.3K shares212.44%2025-12-312026-02-17

EATON CORP PLC EATON CORP PLC36.2K shares167.44%2025-12-312026-02-17

Sponsored

T AT&T INC463.4K shares65.85%2025-12-312026-02-17

SFBS SERVISFIRST BANCSHARES INC159.8K shares1.82%2025-12-312026-02-17

TCAF T ROWE PRICE ETF INC299.9K shares0.07%2025-12-312026-02-17

ADBE ADOBE INC32.7K shares9.58%2025-12-312026-02-17

BHP BHP GROUP LTD187.4K sharesnew addition2025-12-312026-02-17

TFLO ISHARES TR223.1K shares-17.45%2025-12-312026-02-17

JAAA JANUS DETROIT STR TR220.6K shares2.56%2025-12-312026-02-17

TMUS T-MOBILE US INC54.9K shares-0.54%2025-12-312026-02-17

Sponsored

AMGN AMGEN INC34.0K shares6.34%2025-12-312026-02-17

KMB KIMBERLY-CLARK CORP109.0K shares35.60%2025-12-312026-02-17

GEV GE VERNOVA INC16.5K shares121.79%2025-12-312026-02-17

CWI SPDR INDEX SHS FDS298.3K shares-1.20%2025-12-312026-02-17

LMT LOCKHEED MARTIN CORP22.0K shares7.09%2025-12-312026-02-17

KTOS KRATOS DEFENSE & SEC SOLUTIO139.6K shares4491.05%2025-12-312026-02-17

CORPAY INC CORPAY INC35.2K shares3.71%2025-12-312026-02-17

HELO J P MORGAN EXCHANGE TRADED F158.4K shares2.91%2025-12-312026-02-17

Sponsored

XLU SELECT SECTOR SPDR TR245.9K shares196.93%2025-12-312026-02-17

PFE PFIZER INC420.3K shares171.27%2025-12-312026-02-17

BP BP PLC300.6K shares172.90%2025-12-312026-02-17

VRTX VERTEX PHARMACEUTICALS INC22.7K shares12.27%2025-12-312026-02-17

PNC PNC FINL SVCS GROUP INC49.3K shares131.09%2025-12-312026-02-17

XLF SELECT SECTOR SPDR TR187.7K shares89.63%2025-12-312026-02-17

SPEM SPDR INDEX SHS FDS217.4K shares21.07%2025-12-312026-02-17

AVSU AMERICAN CENTY ETF TR133.2K shares-0.13%2025-12-312026-02-17

Sponsored

ISRG INTUITIVE SURGICAL INC17.9K shares27.05%2025-12-312026-02-17

QVAL EA SERIES TRUST206.8K shares-1.98%2025-12-312026-02-17

NFLX NETFLIX INC107.2K shares1275.53%2025-12-312026-02-17

MEDTRONIC PLC MEDTRONIC PLC104.5K shares92.43%2025-12-312026-02-17

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC117.9K shares6.52%2025-12-312026-02-17

KKR & CO INC KKR & CO INC78.4K shares228.47%2025-12-312026-02-17

VT VANGUARD INTL EQUITY INDEX F70.6K shares24.39%2025-12-312026-02-17

VGK VANGUARD INTL EQUITY INDEX F118.0K shares65.12%2025-12-312026-02-17

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PLMR PALOMAR HLDGS INC72.8K shares6.28%2025-12-312026-02-17

LAMR LAMAR ADVERTISING CO NEW77.1K shares908.35%2025-12-312026-02-17

UNH UNITEDHEALTH GROUP INC29.2K shares3.23%2025-12-312026-02-17

CAIE CALAMOS ETF TR360.5K shares3.82%2025-12-312026-02-17

EA ELECTRONIC ARTS INC47.2K shares-37.65%2025-12-312026-02-17

ACM AECOM100.6K shares1.28%2025-12-312026-02-17

IGSB ISHARES TR180.5K shares-2.75%2025-12-312026-02-17

XLV SELECT SECTOR SPDR TR61.6K shares13.12%2025-12-312026-02-17

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BMI BADGER METER INC54.5K shares0.88%2025-12-312026-02-17

PATK PATRICK INDS INC87.5K shares7.08%2025-12-312026-02-17

TFC TRUIST FINL CORP192.6K shares120.86%2025-12-312026-02-17

DFIV DIMENSIONAL ETF TRUST189.6K shares17.76%2025-12-312026-02-17

XLE SELECT SECTOR SPDR TR211.4K shares128.91%2025-12-312026-02-17

ORLY OREILLY AUTOMOTIVE INC103.3K shares32.69%2025-12-312026-02-17

EG EVEREST GROUP LTD27.6K shares-6.57%2025-12-312026-02-17

RTX RTX CORPORATION50.8K shares15.47%2025-12-312026-02-17

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STERIS PLC STERIS PLC36.7K shares31.63%2025-12-312026-02-17

PNR PENTAIR PLC89.2K shares-7.24%2025-12-312026-02-17

BDYN BLACKROCK ETF TRUST362.6K shares9.61%2025-12-312026-02-17

LOW LOWES COS INC38.2K shares80.32%2025-12-312026-02-17

BIV VANGUARD BD INDEX FDS118.0K shares199.75%2025-12-312026-02-17

IXUS ISHARES TR108.4K shares5.64%2025-12-312026-02-17

BA BOEING CO42.3K shares86.10%2025-12-312026-02-17

MA MASTERCARD INCORPORATED16.0K shares10.01%2025-12-312026-02-17

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VNLA JANUS DETROIT STR TR183.6K shares5.08%2025-12-312026-02-17

SCHW SCHWAB CHARLES CORP89.9K shares-3.89%2025-12-312026-02-17

PSA PUBLIC STORAGE OPER CO34.2K shares-2.10%2025-12-312026-02-17

FNDA SCHWAB STRATEGIC TR281.6K shares1.23%2025-12-312026-02-17

VBK VANGUARD INDEX FDS29.2K shares11.26%2025-12-312026-02-17

BURL BURLINGTON STORES INC30.2K shares0.99%2025-12-312026-02-17

TJX TJX COS INC NEW56.6K shares23.74%2025-12-312026-02-17

XLI SELECT SECTOR SPDR TR56.0K shares7.73%2025-12-312026-02-17

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QQQM INVESCO EXCH TRADED FD TR II34.3K shares8.37%2025-12-312026-02-17

EQIX EQUINIX INC11.2K shares10.55%2025-12-312026-02-17

SMH VANECK ETF TRUST23.7K shares-2.56%2025-12-312026-02-17

DPZ DOMINOS PIZZA INC20.4K shares2.33%2025-12-312026-02-17

RJF RAYMOND JAMES FINL INC52.3K shares19.96%2025-12-312026-02-17

XLC SELECT SECTOR SPDR TR69.3K shares-0.34%2025-12-312026-02-17

INTC INTEL CORP219.5K shares0.81%2025-12-312026-02-17

KR KROGER CO129.4K shares17.27%2025-12-312026-02-17

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BDVL BLACKROCK ETF TRUST323.8K shares10.21%2025-12-312026-02-17

UNILEVER PLC UNILEVER PLC122.5K sharesnew addition2025-12-312026-02-17

VGT VANGUARD WORLD FD10.6K shares94.22%2025-12-312026-02-17

FDN FIRST TR EXCHANGE-TRADED FD29.2K shares2300.82%2025-12-312026-02-17

PLTR PALANTIR TECHNOLOGIES INC44.1K shares8.27%2025-12-312026-02-17

AM ANTERO MIDSTREAM CORP440.3K shares165.79%2025-12-312026-02-17

NEM NEWMONT CORP78.4K shares2.70%2025-12-312026-02-17

NVT NVENT ELECTRIC PLC76.0K shares-3.44%2025-12-312026-02-17

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ASML ASML HOLDING N V7.2K shares46.24%2025-12-312026-02-17

APD AIR PRODS & CHEMS INC31.0K shares73.95%2025-12-312026-02-17

CROWN CASTLE INC CROWN CASTLE INC85.8K shares997.72%2025-12-312026-02-17

VHT VANGUARD WORLD FD26.4K shares-20.94%2025-12-312026-02-17

MDLZ MONDELEZ INTL INC140.8K shares6.93%2025-12-312026-02-17

MDY SPDR S&P MIDCAP 400 ETF TR12.5K shares2.76%2025-12-312026-02-17

CIBR FIRST TR EXCHANGE TRADED FD105.6K shares28.09%2025-12-312026-02-17

ISHARES GOLD TR ISHARES GOLD TR92.7K shares504.31%2025-12-312026-02-17

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LINDE PLC LINDE PLC17.5K shares32.43%2025-12-312026-02-17

PCY INVESCO EXCH TRADED FD TR II341.3K shares3.99%2025-12-312026-02-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP21.8K shares4.84%2025-12-312026-02-17

SLB SLB LIMITED190.9K shares1078.75%2025-12-312026-02-17

AROC ARCHROCK INC281.4K shares28.07%2025-12-312026-02-17

PGR PROGRESSIVE CORP32.0K shares7.27%2025-12-312026-02-17

BUNGE GLOBAL SA BUNGE GLOBAL SA81.6K sharesnew addition2025-12-312026-02-17

CB CHUBB LIMITED23.3K shares124.00%2025-12-312026-02-17

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CBSE ELEVATION SERIES TRUST182.9K shares0.88%2025-12-312026-02-17

AMT AMERICAN TOWER CORP NEW40.9K shares8.97%2025-12-312026-02-17

ONEY SPDR SERIES TRUST60.9K sharesnew addition2025-12-312026-02-17

ATI ATI INC59.8K shares1.20%2025-12-312026-02-17

SPTS SPDR SERIES TRUST234.0K shares12.14%2025-12-312026-02-17

EXAS EXACT SCIENCES CORP67.2K shares-2.35%2025-12-312026-02-17

DFAI DIMENSIONAL ETF TRUST178.6K shares1.37%2025-12-312026-02-17

JSCP J P MORGAN EXCHANGE TRADED F142.9K shares0.82%2025-12-312026-02-17

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QTEC FIRST TR EXCHANGE-TRADED FD29.4K sharesnew addition2025-12-312026-02-17

DGRW WISDOMTREE TR74.6K shares0.35%2025-12-312026-02-17

WELL WELLTOWER INC35.8K shares-12.92%2025-12-312026-02-17

DIHP DIMENSIONAL ETF TRUST208.0K shares-1.53%2025-12-312026-02-17

VRT VERTIV HOLDINGS CO40.6K shares950.56%2025-12-312026-02-17

SUN SUNOCO LP/SUNOCO FIN CORP125.5K shares65.82%2025-12-312026-02-17

PKW INVESCO EXCHANGE TRADED FD T48.9K shares6.90%2025-12-312026-02-17

HASI HA SUSTAINABLE INFRA CAP INC208.5K shares-1.08%2025-12-312026-02-17

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DFLV DIMENSIONAL ETF TRUST190.9K shares0.30%2025-12-312026-02-17

DFEV DIMENSIONAL ETF TRUST192.0K shares0.42%2025-12-312026-02-17

CVS CVS HEALTH CORP80.9K shares214.12%2025-12-312026-02-17

XLY SELECT SECTOR SPDR TR53.5K shares109.09%2025-12-312026-02-17

PHM PULTE GROUP INC54.3K shares4.39%2025-12-312026-02-17

VNQ VANGUARD INDEX FDS71.7K shares13.37%2025-12-312026-02-17

SCZ ISHARES TR81.3K shares-25.34%2025-12-312026-02-17

XLP SELECT SECTOR SPDR TR81.1K shares11.78%2025-12-312026-02-17

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FAST FASTENAL CO155.6K shares1027.80%2025-12-312026-02-17

DFAU DIMENSIONAL ETF TRUST131.8K shares3.45%2025-12-312026-02-17

USMV ISHARES TR64.5K shares113.82%2025-12-312026-02-17

SONY SONY GROUP CORP236.5K shares11.23%2025-12-312026-02-17

CMCSA COMCAST CORP NEW201.2K shares109.09%2025-12-312026-02-17

TXN TEXAS INSTRS INC34.6K shares129.35%2025-12-312026-02-17

NSC NORFOLK SOUTHN CORP20.8K shares117.54%2025-12-312026-02-17

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ROP ROPER TECHNOLOGIES INC13.4K shares-17.74%2025-12-312026-02-17

PCAR PACCAR INC53.8K shares1167.95%2025-12-312026-02-17

VMC VULCAN MATLS CO20.5K shares-0.15%2025-12-312026-02-17

SHY ISHARES TR69.6K shares-2.58%2025-12-312026-02-17

HQY HEALTHEQUITY INC62.8K shares14.93%2025-12-312026-02-17

SPMO INVESCO EXCH TRADED FD TR II47.8K shares2213.44%2025-12-312026-02-17

TYL TYLER TECHNOLOGIES INC12.5K shares-4.38%2025-12-312026-02-17

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BJ BJS WHSL CLUB HLDGS INC63.1K shares22.50%2025-12-312026-02-17

TOTL SSGA ACTIVE ETF TR141.1K shares5.32%2025-12-312026-02-17

D DOMINION ENERGY INC96.9K shares359.13%2025-12-312026-02-17

EVSD MORGAN STANLEY ETF TRUST109.9K shares-9.30%2025-12-312026-02-17

INFY INFOSYS LTD315.2K shares1.38%2025-12-312026-02-17

COWZ PACER FDS TR92.9K shares-4.74%2025-12-312026-02-17

SUB ISHARES TR51.7K shares1.77%2025-12-312026-02-17

FXL FIRST TR EXCHANGE TRADED FD32.5K shares908.52%2025-12-312026-02-17

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ALL ALLSTATE CORP26.2K shares80.78%2025-12-312026-02-17

SCHZ SCHWAB STRATEGIC TR232.2K shares-11.12%2025-12-312026-02-17

NOC NORTHROP GRUMMAN CORP9.5K shares1.20%2025-12-312026-02-17

IGIB ISHARES TR99.9K shares0.12%2025-12-312026-02-17

IWL ISHARES TR31.4K shares6.24%2025-12-312026-02-17

HYDB ISHARES TR113.0K shares-3.20%2025-12-312026-02-17

NRIM NORTHRIM BANCORP INC201.0K sharesnew addition2025-12-312026-02-17

EWJ ISHARES INC66.0K shares467.93%2025-12-312026-02-17

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CYBR CYBERARK SOFTWARE LTD11.9K shares-0.79%2025-12-312026-02-17

SHEL SHELL PLC71.9K shares198.80%2025-12-312026-02-17

SPSM SPDR SERIES TRUST112.6K shares0.39%2025-12-312026-02-17

SLQD ISHARES TR103.4K shares0.11%2025-12-312026-02-17

DNOV FIRST TR EXCHNG TRADED FD VI107.0K sharesnew addition2025-12-312026-02-17

IJJ ISHARES TR39.7K shares-0.00%2025-12-312026-02-17

STT STATE STR CORP40.2K shares953.76%2025-12-312026-02-17

COP CONOCOPHILLIPS55.3K shares27.13%2025-12-312026-02-17

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SCHP SCHWAB STRATEGIC TR195.2K shares2.03%2025-12-312026-02-17

XEL XCEL ENERGY INC69.7K shares652.43%2025-12-312026-02-17

LHX L3HARRIS TECHNOLOGIES INC17.3K shares20.57%2025-12-312026-02-17

EIDO ISHARES TR271.7K shares9.11%2025-12-312026-02-17

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VCRM VANGUARD MUN BD FDS66.2K shares4.65%2025-12-312026-02-17

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ADP AUTOMATIC DATA PROCESSING IN19.2K shares29.10%2025-12-312026-02-17

DSGX DESCARTES SYS GROUP INC56.1K shares-2.13%2025-12-312026-02-17

BBH TR BBH TR301.7K sharesnew addition2025-12-312026-02-17

SPYD SPDR SERIES TRUST110.6K shares41.31%2025-12-312026-02-17

MMM 3M CO29.8K shares9.85%2025-12-312026-02-17

XLRE SELECT SECTOR SPDR TR117.3K shares48.93%2025-12-312026-02-17

SRLN SSGA ACTIVE ETF TR113.6K shares1.67%2025-12-312026-02-17

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SUNOCOCORP LLC SUNOCOCORP LLC94.1K sharesnew addition2025-12-312026-02-17

RKT ROCKET COS INC239.3K sharesnew addition2025-12-312026-02-17

PAGP PLAINS GP HLDGS L P241.2K shares-2.72%2025-12-312026-02-17

FV FIRST TR EXCHANGE TRADED FD72.4K shares1269.29%2025-12-312026-02-17

VBR VANGUARD INDEX FDS21.5K shares67.90%2025-12-312026-02-17

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MO ALTRIA GROUP INC78.3K shares34.85%2025-12-312026-02-17

EWZ ISHARES INC141.9K shares46.13%2025-12-312026-02-17

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EES WISDOMTREE TR79.1K shares-0.20%2025-12-312026-02-17

PSX PHILLIPS 6634.8K shares-15.86%2025-12-312026-02-17

NXPI NXP SEMICONDUCTORS N V20.7K shares360.29%2025-12-312026-02-17

SPMB SPDR SERIES TRUST199.2K shares11.00%2025-12-312026-02-17

FHN FIRST HORIZON CORPORATION186.5K shares353.91%2025-12-312026-02-17

AME AMETEK INC21.7K shares957.23%2025-12-312026-02-17

DJP BARCLAYS BANK PLC117.1K sharesnew addition2025-12-312026-02-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II67.2K shares0.01%2025-12-312026-02-17

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VLTO VERALTO CORP44.0K shares7.11%2025-12-312026-02-17

PFF ISHARES TR140.3K shares-9.26%2025-12-312026-02-17

SONO SONOS INC245.5K shares-2.55%2025-12-312026-02-17

NOW SERVICENOW INC28.1K shares1129.14%2025-12-312026-02-17

INDA ISHARES TR78.6K shares-5.59%2025-12-312026-02-17

NI NISOURCE INC101.6K shares-25.84%2025-12-312026-02-17

FBK FB FINL CORP76.0K shares-0.20%2025-12-312026-02-17

BLV VANGUARD BD INDEX FDS60.9K sharesnew addition2025-12-312026-02-17

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MCK MCKESSON CORP5.1K shares44.36%2025-12-312026-02-17

DFIS DIMENSIONAL ETF TRUST125.7K shares-38.63%2025-12-312026-02-17

SLYV SPDR SERIES TRUST45.4K shares-1.28%2025-12-312026-02-17

BKNG BOOKING HOLDINGS INC768 shares59.01%2025-12-312026-02-17

BIP BROOKFIELD INFRAST PARTNERS118.4K shares-0.13%2025-12-312026-02-17

DEO DIAGEO PLC47.4K shares30.85%2025-12-312026-02-17

BKH BLACK HILLS CORP58.8K shares2.84%2025-12-312026-02-17

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USB US BANCORP DEL75.0K shares27.21%2025-12-312026-02-17

AOM ISHARES TR83.5K shares6.39%2025-12-312026-02-17

BABA ALIBABA GROUP HLDG LTD27.1K shares3.89%2025-12-312026-02-17

LAM RESEARCH CORP LAM RESEARCH CORP23.2K shares169.61%2025-12-312026-02-17

SPYI NEOS ETF TRUST75.6K shares6.26%2025-12-312026-02-17

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EMR EMERSON ELEC CO29.7K shares23.41%2025-12-312026-02-17

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MET METLIFE INC49.4K shares0.10%2025-12-312026-02-17

IXN ISHARES TR37.1K shares-5.32%2025-12-312026-02-17

VFH VANGUARD WORLD FD29.1K shares6.95%2025-12-312026-02-17

GEHC GE HEALTHCARE TECHNOLOGIES I47.3K shares579.20%2025-12-312026-02-17

AIQ GLOBAL X FDS76.3K shares10.52%2025-12-312026-02-17

GIS GENERAL MLS INC83.1K shares1362.42%2025-12-312026-02-17

DTE DTE ENERGY CO29.8K shares-5.05%2025-12-312026-02-17

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THE CIGNA GROUP THE CIGNA GROUP13.7K shares22.61%2025-12-312026-02-17

FTEC FIDELITY COVINGTON TRUST16.8K shares900.30%2025-12-312026-02-17

NKE NIKE INC59.1K shares5.47%2025-12-312026-02-17

VIGI VANGUARD WHITEHALL FDS41.1K shares13.47%2025-12-312026-02-17

ICSH ISHARES TR74.2K shares-3.50%2025-12-312026-02-17

MPC MARATHON PETE CORP22.9K shares8.08%2025-12-312026-02-17

GPN GLOBAL PMTS INC48.0K shares-1.84%2025-12-312026-02-17

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APH AMPHENOL CORP NEW27.3K shares238.28%2025-12-312026-02-17

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SCHY SCHWAB STRATEGIC TR123.7K shares12.72%2025-12-312026-02-17

TNGY TORTOISE CAPITAL SERIES TRUS403.3K shares-0.58%2025-12-312026-02-17

SPTI SPDR SERIES TRUST126.2K shares12.26%2025-12-312026-02-17

SDY SPDR SERIES TRUST26.1K shares-3.58%2025-12-312026-02-17

DOW DOW INC154.9K shares186.88%2025-12-312026-02-17

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UCB UNITED CMNTY BKS BLAIRSVLE G115.8K shares-1.40%2025-12-312026-02-17

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ATR APTARGROUP INC29.1K shares869.76%2025-12-312026-02-17

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DISV DIMENSIONAL ETF TRUST92.8K shares57.51%2025-12-312026-02-17

ICE INTERCONTINENTAL EXCHANGE IN21.8K shares112.42%2025-12-312026-02-17

MGMT UNIFIED SER TR79.0K shares-8.16%2025-12-312026-02-17

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TDY TELEDYNE TECHNOLOGIES INC6.5K shares93.35%2025-12-312026-02-17

XLG INVESCO EXCHANGE TRADED FD T56.0K shares443.03%2025-12-312026-02-17

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ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN145.7K shares-2.43%2025-12-312026-02-17

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HYG ISHARES TR40.2K shares-3.10%2025-12-312026-02-17

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LQD ISHARES TR28.3K shares-8.47%2025-12-312026-02-17

ROUS LATTICE STRATEGIES TR54.0K sharesnew addition2025-12-312026-02-17

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Call Option Holdings

ALPHABET INC Call CallALPHABET INC1.6K shares14.29%2025-12-312026-02-17

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