The Analysis of WBH ADVISORY INC's Holdings
Currently, WBH ADVISORY INC holds 343 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in XLK (+153.5K shares, valued at $22.1M), XLY (+82.5K shares, valued at $9.9M), FBND (+98.6K shares, valued at $4.5M); decreased their positions in MBB (-31.9K shares, valued at $3.0M), MTUM (-10.5K shares, valued at $2.6M), LQD (-10.2K shares, valued at $1.1M); initiated new positions in EMB (+14.0K shares, valued at $1.3M), EWJ (+13.5K shares, valued at $1.1M), LEMB (+9.4K shares, valued at $390.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS214.7K shares1.73%2025-12-312026-01-26
VGT VANGUARD WORLD FD88.3K shares-0.46%2025-12-312026-01-26 SPYM SPDR SERIES TRUST692.6K shares8.62%2025-12-312026-01-26 SCHB SCHWAB STRATEGIC TR2.0M shares0.68%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR289.4K shares112.93%2025-12-312026-01-26 VXUS VANGUARD STAR FDS480.8K shares1.46%2025-12-312026-01-26 FBND FIDELITY MERRIMACK STR TR712.4K shares16.06%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR830.3K shares3.18%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS353.9K shares4.49%2025-12-312026-01-26 BDYN BLACKROCK ETF TRUST1.0M shares-2.81%2025-12-312026-01-26 VB VANGUARD INDEX FDS92.3K shares-0.46%2025-12-312026-01-26 IVV ISHARES TR33.0K shares0.38%2025-12-312026-01-26 SCHX SCHWAB STRATEGIC TR826.2K shares-1.32%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS273.5K shares7.25%2025-12-312026-01-26 VGIT VANGUARD SCOTTSDALE FDS353.3K shares-0.38%2025-12-312026-01-26 XLY SELECT SECTOR SPDR TR166.1K shares98.75%2025-12-312026-01-26 MSFT MICROSOFT CORP40.9K shares-1.29%2025-12-312026-01-26 BDVL BLACKROCK ETF TRUST791.6K shares1.35%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR356.7K shares-2.29%2025-12-312026-01-26 AAPL APPLE INC71.8K shares-0.01%2025-12-312026-01-26 VGSH VANGUARD SCOTTSDALE FDS331.3K shares5.15%2025-12-312026-01-26 IEFA ISHARES TR204.0K shares4.64%2025-12-312026-01-26 XLC SELECT SECTOR SPDR TR153.3K shares-1.12%2025-12-312026-01-26 VHT VANGUARD WORLD FD62.2K shares-0.73%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR701.8K shares3.64%2025-12-312026-01-26 ITOT ISHARES TR105.0K shares-1.41%2025-12-312026-01-26 VFH VANGUARD WORLD FD109.2K shares-1.13%2025-12-312026-01-26 SPSM SPDR SERIES TRUST310.2K shares0.34%2025-12-312026-01-26 XLI SELECT SECTOR SPDR TR90.9K shares-2.92%2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR81.6K shares8.90%2025-12-312026-01-26 SPMD SPDR SERIES TRUST209.5K shares-0.49%2025-12-312026-01-26 NEAR ISHARES U S ETF TR233.0K shares4.00%2025-12-312026-01-26 VT VANGUARD INTL EQUITY INDEX F83.4K shares-3.57%2025-12-312026-01-26 CGCP CAPITAL GRP FIXED INCM ETF T508.4K shares5.79%2025-12-312026-01-26 JBND J P MORGAN EXCHANGE TRADED F183.2K shares35.92%2025-12-312026-01-26 QQQM INVESCO EXCH TRADED FD TR II35.6K shares-1.88%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR12.9K shares-0.94%2025-12-312026-01-26 SPDW SPDR INDEX SHS FDS194.9K shares5.36%2025-12-312026-01-26 JCPB J P MORGAN EXCHANGE TRADED F180.8K shares10.61%2025-12-312026-01-26 VEU VANGUARD INTL EQUITY INDEX F112.2K shares-0.15%2025-12-312026-01-26 IEMG ISHARES INC120.9K shares0.04%2025-12-312026-01-26 LQD ISHARES TR70.6K shares-12.59%2025-12-312026-01-26 LLY ELI LILLY & CO7.2K shares-1.73%2025-12-312026-01-26 ALPHABET INC ALPHABET INC23.1K shares-2.01%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS88.0K shares-4.86%2025-12-312026-01-26 IEUR ISHARES TR96.5K shares10.52%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR150.8K shares96.90%2025-12-312026-01-26 MBB ISHARES TR70.8K shares-31.06%2025-12-312026-01-26 SCHE SCHWAB STRATEGIC TR187.4K shares3.33%2025-12-312026-01-26 VOX VANGUARD WORLD FD29.6K shares0.30%2025-12-312026-01-26 IXUS ISHARES TR64.1K shares-1.12%2025-12-312026-01-26 VUG VANGUARD INDEX FDS10.6K shares9.23%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO35.9K shares-2.02%2025-12-312026-01-26 SPTS SPDR SERIES TRUST164.5K shares5.33%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS102.0K shares10.94%2025-12-312026-01-26 IYW ISHARES TR23.9K shares-3.21%2025-12-312026-01-26 VTV VANGUARD INDEX FDS24.8K shares-13.95%2025-12-312026-01-26 ALPHABET INC ALPHABET INC14.0K shares5.82%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON21.1K shares-2.95%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW5.0K shares-0.46%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR149.6K shares4.89%2025-12-312026-01-26 MCD MCDONALDS CORP13.8K shares-1.25%2025-12-312026-01-26 IJR ISHARES TR34.8K shares-1.37%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F77.0K shares2.54%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.12.7K shares0.41%2025-12-312026-01-26 SCHQ SCHWAB STRATEGIC TR128.5K shares47.27%2025-12-312026-01-26 AGG ISHARES TR40.7K shares-0.91%2025-12-312026-01-26 IVW ISHARES TR33.0K shares-0.02%2025-12-312026-01-26 VOOV VANGUARD ADMIRAL FDS INC19.5K shares-0.67%2025-12-312026-01-26 AMZN AMAZON COM INC16.9K shares1.87%2025-12-312026-01-26 BINC BLACKROCK ETF TRUST II67.4K shares-14.73%2025-12-312026-01-26 XLP SELECT SECTOR SPDR TR45.3K shares-0.38%2025-12-312026-01-26 PEP PEPSICO INC24.2K shares-1.46%2025-12-312026-01-26 VIS VANGUARD WORLD FD11.6K shares-0.56%2025-12-312026-01-26 JGLO J P MORGAN EXCHANGE TRADED F50.9K shares13.57%2025-12-312026-01-26 URTH ISHARES INC18.2K shares-3.88%2025-12-312026-01-26 DGRO ISHARES TR46.6K shares-22.11%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR116.7K shares1.13%2025-12-312026-01-26 VGLT VANGUARD SCOTTSDALE FDS54.7K shares31.28%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR123.4K shares-1.65%2025-12-312026-01-26 RING ISHARES INC40.7K shares9.98%2025-12-312026-01-26 GLDM WORLD GOLD TR35.0K shares-6.64%2025-12-312026-01-26 CMI CUMMINS INC5.7K shares-2.37%2025-12-312026-01-26 CAT CATERPILLAR INC5.0K shares-0.56%2025-12-312026-01-26 CSCO CISCO SYS INC36.5K shares-0.48%2025-12-312026-01-26 XLU SELECT SECTOR SPDR TR65.7K shares96.13%2025-12-312026-01-26 TLH ISHARES TR27.3K shares51.79%2025-12-312026-01-26 EFA ISHARES TR28.5K shares-0.25%2025-12-312026-01-26 WMT WALMART INC23.7K shares-1.07%2025-12-312026-01-26 QUAL ISHARES TR13.1K shares-3.95%2025-12-312026-01-26 VCR VANGUARD WORLD FD6.4K shares3.80%2025-12-312026-01-26 JIRE J P MORGAN EXCHANGE TRADED F33.6K shares17.73%2025-12-312026-01-26 VPU VANGUARD WORLD FD13.6K shares-1.39%2025-12-312026-01-26 XLB SELECT SECTOR SPDR TR54.4K shares104.06%2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR80.2K shares8.75%2025-12-312026-01-26 META META PLATFORMS INC3.4K shares-0.69%2025-12-312026-01-26 VV VANGUARD INDEX FDS7.2K shares-3.64%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS25.5K shares-3.03%2025-12-312026-01-26 HD HOME DEPOT INC6.5K shares16.26%2025-12-312026-01-26 V VISA INC6.4K shares-0.78%2025-12-312026-01-26 JAVA J P MORGAN EXCHANGE TRADED F30.6K shares23.96%2025-12-312026-01-26 XLRE SELECT SECTOR SPDR TR52.5K shares0.28%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS33.8K shares-0.39%2025-12-312026-01-26 VDE VANGUARD WORLD FD16.7K shares-0.57%2025-12-312026-01-26 YUM YUM BRANDS INC13.6K shares-2.26%2025-12-312026-01-26 VDC VANGUARD WORLD FD9.7K shares-0.83%2025-12-312026-01-26 JGRO J P MORGAN EXCHANGE TRADED F21.9K shares21.76%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS39.5K shares0.03%2025-12-312026-01-26 SCHR SCHWAB STRATEGIC TR78.8K shares37.37%2025-12-312026-01-26 IVE ISHARES TR9.3K shares0.06%2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC6.8K shares-2.23%2025-12-312026-01-26 GWW WW GRAINGER INC1.9K shares0.00%2025-12-312026-01-26 ORCL ORACLE CORP9.6K shares-2.44%2025-12-312026-01-26 BAC BANK AMERICA CORP33.5K shares1.56%2025-12-312026-01-26 MA MASTERCARD INCORPORATED3.2K shares-1.54%2025-12-312026-01-26 GSLC GOLDMAN SACHS ETF TR13.7K shares-0.31%2025-12-312026-01-26 NVDA NVIDIA CORPORATION9.5K shares2.52%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS7.9K shares-0.49%2025-12-312026-01-26 IWY ISHARES TR6.2K shares0.71%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR72.7K shares-0.27%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC9.5K shares-12.65%2025-12-312026-01-26 DIS DISNEY WALT CO14.7K shares-13.50%2025-12-312026-01-26 JMEE J P MORGAN EXCHANGE TRADED F25.3K shares17.44%2025-12-312026-01-26 LOW LOWES COS INC6.5K shares4.01%2025-12-312026-01-26 JPIE J P MORGAN EXCHANGE TRADED F33.5K shares11.89%2025-12-312026-01-26 PAVE GLOBAL X FDS32.0K shares0.00%2025-12-312026-01-26 FEZ SPDR INDEX SHS FDS23.1K shares0.52%2025-12-312026-01-26 DVY ISHARES TR10.5K shares0.10%2025-12-312026-01-26 ABBV ABBVIE INC6.3K shares3.30%2025-12-312026-01-26 WM WASTE MGMT INC DEL6.5K shares-3.39%2025-12-312026-01-26 IUSB ISHARES TR30.4K shares-0.69%2025-12-312026-01-26 USIG ISHARES TR27.1K shares-1.78%2025-12-312026-01-26 CSX CSX CORP37.7K shares0.01%2025-12-312026-01-26 PH PARKER-HANNIFIN CORP1.5K shares0.00%2025-12-312026-01-26 MKC MCCORMICK & CO INC19.8K shares-5.23%2025-12-312026-01-26 EMB ISHARES TR14.0K sharesnew addition2025-12-312026-01-26 FLOT ISHARES TR26.4K shares0.44%2025-12-312026-01-26 DE DEERE & CO2.9K shares0.00%2025-12-312026-01-26 HON HONEYWELL INTL INC6.5K shares-0.09%2025-12-312026-01-26 RTX RTX CORPORATION6.8K shares-0.01%2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE2.6K shares8.56%2025-12-312026-01-26 SUI SUN CMNTYS INC9.9K shares-3.42%2025-12-312026-01-26 XLG INVESCO EXCHANGE TRADED FD T20.6K shares-0.07%2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP4.2K shares-1.61%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO3.3K shares-0.90%2025-12-312026-01-26 KO COCA COLA CO17.4K shares-2.73%2025-12-312026-01-26 XAR SPDR SERIES TRUST4.9K shares5.87%2025-12-312026-01-26 TFI SPDR SERIES TRUST25.9K shares3.89%2025-12-312026-01-26 NKE NIKE INC18.6K shares-0.06%2025-12-312026-01-26 ESGU ISHARES TR7.9K shares-8.49%2025-12-312026-01-26 TSLA TESLA INC2.5K shares-0.97%2025-12-312026-01-26 EZU ISHARES INC17.8K shares-0.02%2025-12-312026-01-26 CB CHUBB LIMITED3.6K shares-1.91%2025-12-312026-01-26 PNC PNC FINL SVCS GROUP INC5.4K shares-3.73%2025-12-312026-01-26 IEF ISHARES TR11.6K shares2.05%2025-12-312026-01-26 NOC NORTHROP GRUMMAN CORP1.9K shares-0.21%2025-12-312026-01-26 AOR ISHARES TR17.0K shares0.00%2025-12-312026-01-26 PSA PUBLIC STORAGE OPER CO4.3K shares-1.23%2025-12-312026-01-26 EWJ ISHARES INC13.5K sharesnew addition2025-12-312026-01-26 ACWV ISHARES INC9.1K shares0.01%2025-12-312026-01-26 MELI MERCADOLIBRE INC537 shares-0.37%2025-12-312026-01-26 INTU INTUIT1.6K shares0.00%2025-12-312026-01-26 CVX CHEVRON CORP NEW7.1K shares-3.40%2025-12-312026-01-26 NEE NEXTERA ENERGY INC12.9K shares7.13%2025-12-312026-01-26 APH AMPHENOL CORP NEW7.4K shares0.00%2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR33.0K shares8.37%2025-12-312026-01-26 SHW SHERWIN WILLIAMS CO3.0K shares0.00%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS3.3K shares-1.21%2025-12-312026-01-26 NOW SERVICENOW INC6.3K shares400.00%2025-12-312026-01-26 XOM EXXON MOBIL CORP7.8K shares4.52%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC5.8K shares24.16%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP2.6K shares0.00%2025-12-312026-01-26 IJH ISHARES TR13.7K shares0.39%2025-12-312026-01-26 SPGP INVESCO EXCHANGE TRADED FD T7.6K shares-7.18%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC980 shares0.00%2025-12-312026-01-26 CTAS CINTAS CORP4.6K shares-3.07%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC1.5K shares0.00%2025-12-312026-01-26 IYG ISHARES TR9.1K shares1.09%2025-12-312026-01-26 AJG GALLAGHER ARTHUR J & CO3.2K shares0.00%2025-12-312026-01-26 VO VANGUARD INDEX FDS2.8K shares0.04%2025-12-312026-01-26 URI UNITED RENTALS INC1.0K shares0.00%2025-12-312026-01-26 VAW VANGUARD WORLD FD3.7K shares-5.57%2025-12-312026-01-26 SPMO INVESCO EXCH TRADED FD TR II6.4K shares8.38%2025-12-312026-01-26 IGV ISHARES TR7.2K shares0.00%2025-12-312026-01-26 AMT AMERICAN TOWER CORP NEW4.3K shares-1.42%2025-12-312026-01-26 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-26 SBUX STARBUCKS CORP9.0K shares-5.73%2025-12-312026-01-26 SPHY SPDR SERIES TRUST31.8K shares7.34%2025-12-312026-01-26 ABT ABBOTT LABS5.9K shares0.00%2025-12-312026-01-26 MUNI PIMCO ETF TR13.9K shares0.00%2025-12-312026-01-26 UNP UNION PAC CORP3.1K shares-0.54%2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING IN2.8K shares-26.21%2025-12-312026-01-26 CHDN CHURCHILL DOWNS INC6.1K shares0.00%2025-12-312026-01-26 USMV ISHARES TR7.4K shares-22.21%2025-12-312026-01-26 GNMA ISHARES TR15.5K shares-1.01%2025-12-312026-01-26 MLM MARTIN MARIETTA MATLS INC1.1K shares0.00%2025-12-312026-01-26 BROADCOM INC BROADCOM INC2.0K shares-8.25%2025-12-312026-01-26 IWD ISHARES TR3.2K shares0.00%2025-12-312026-01-26 LCTU BLACKROCK ETF TRUST9.0K shares0.58%2025-12-312026-01-26 GLW CORNING INC7.6K shares0.00%2025-12-312026-01-26 CL COLGATE PALMOLIVE CO8.3K shares-0.61%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP1.4K shares-1.82%2025-12-312026-01-26 DFAC DIMENSIONAL ETF TRUST16.5K shares0.00%2025-12-312026-01-26 FELV FIDELITY COVINGTON TRUST18.7K shares0.41%2025-12-312026-01-26 TT TRANE TECHNOLOGIES PLC1.7K shares0.00%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP6.4K shares0.02%2025-12-312026-01-26 ITM VANECK ETF TRUST13.6K shares0.00%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR1.0K shares0.10%2025-12-312026-01-26 ACWX ISHARES TR9.4K shares0.02%2025-12-312026-01-26 EMR EMERSON ELEC CO4.7K shares0.00%2025-12-312026-01-26 SPMB SPDR SERIES TRUST26.4K shares-1.22%2025-12-312026-01-26 MKC.V MCCORMICK & CO INC8.5K shares0.00%2025-12-312026-01-26 VUSB VANGUARD BD INDEX FDS11.6K shares0.00%2025-12-312026-01-26 CRM SALESFORCE INC2.2K shares-8.17%2025-12-312026-01-26 AMGN AMGEN INC1.7K shares0.00%2025-12-312026-01-26 PCY INVESCO EXCH TRADED FD TR II25.6K shares-0.28%2025-12-312026-01-26 JMUB J P MORGAN EXCHANGE TRADED F10.9K shares0.00%2025-12-312026-01-26 SUB ISHARES TR5.1K shares0.00%2025-12-312026-01-26 PFFD GLOBAL X FDS29.0K shares0.85%2025-12-312026-01-26 HYMB SPDR SERIES TRUST21.3K shares-0.35%2025-12-312026-01-26 FNCL FIDELITY COVINGTON TRUST6.8K shares0.00%2025-12-312026-01-26 SOXX ISHARES TR1.7K shares0.00%2025-12-312026-01-26 GLD SPDR GOLD TR1.3K shares18.20%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE1.7K shares0.00%2025-12-312026-01-26 TMUS T-MOBILE US INC2.5K shares-13.99%2025-12-312026-01-26 PFM INVESCO EXCHANGE TRADED FD T10.0K shares-1.14%2025-12-312026-01-26 MO ALTRIA GROUP INC8.7K shares19.13%2025-12-312026-01-26 IXP ISHARES TR4.1K shares0.19%2025-12-312026-01-26 LINDE PLC LINDE PLC1.2K shares0.00%2025-12-312026-01-26 PRU PRUDENTIAL FINL INC4.3K shares0.07%2025-12-312026-01-26 AFL AFLAC INC4.4K shares0.00%2025-12-312026-01-26 LVHD LEGG MASON ETF INVT12.0K shares0.00%2025-12-312026-01-26 MLN VANECK ETF TRUST26.9K shares78.82%2025-12-312026-01-26 IWF ISHARES TR991 shares-7.81%2025-12-312026-01-26 SPHD INVESCO EXCH TRADED FD TR II9.7K shares0.00%2025-12-312026-01-26 SMMU PIMCO ETF TR8.6K shares0.00%2025-12-312026-01-26 PFE PFIZER INC17.3K shares-3.14%2025-12-312026-01-26 DSI ISHARES TR3.3K shares0.54%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC3.6K shares-0.19%2025-12-312026-01-26 T AT&T INC16.7K shares-18.31%2025-12-312026-01-26 CMCSA COMCAST CORP NEW13.8K shares-0.69%2025-12-312026-01-26 VMC VULCAN MATLS CO1.4K shares0.00%2025-12-312026-01-26 BA BOEING CO1.9K shares0.00%2025-12-312026-01-26 EFAV ISHARES TR4.7K shares0.00%2025-12-312026-01-26 MTUM ISHARES TR1.6K shares-86.74%2025-12-312026-01-26 SCHH SCHWAB STRATEGIC TR18.9K shares-3.30%2025-12-312026-01-26 MET METLIFE INC5.0K shares0.00%2025-12-312026-01-26 PKW INVESCO EXCHANGE TRADED FD T2.9K shares-3.96%2025-12-312026-01-26 LEMB ISHARES INC9.4K sharesnew addition2025-12-312026-01-26 HDV ISHARES TR3.2K shares0.32%2025-12-312026-01-26 FTEC FIDELITY COVINGTON TRUST1.7K shares2.88%2025-12-312026-01-26 TROW PRICE T ROWE GROUP INC3.7K shares-1.06%2025-12-312026-01-26 APD AIR PRODS & CHEMS INC1.5K shares0.00%2025-12-312026-01-26 FUTY FIDELITY COVINGTON TRUST6.9K shares0.04%2025-12-312026-01-26 VBK VANGUARD INDEX FDS1.2K shares19.16%2025-12-312026-01-26 IEI ISHARES TR3.1K shares0.00%2025-12-312026-01-26 RACE FERRARI N V1.0K shares0.00%2025-12-312026-01-26 LITE LUMENTUM HLDGS INC1.0K sharesnew addition2025-12-312026-01-26 CSL CARLISLE COS INC1.1K shares0.00%2025-12-312026-01-26 IWB ISHARES TR979 shares0.00%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC1.5K shares0.00%2025-12-312026-01-26 MUB ISHARES TR3.4K shares0.00%2025-12-312026-01-26 QCOM QUALCOMM INC2.1K shares0.00%2025-12-312026-01-26 DHR DANAHER CORPORATION1.5K shares-4.47%2025-12-312026-01-26 TFC TRUIST FINL CORP7.0K shares15.58%2025-12-312026-01-26 ICLN ISHARES TR21.0K shares2.00%2025-12-312026-01-26 SNA SNAP ON INC1.0K shares0.00%2025-12-312026-01-26 VWOB VANGUARD WHITEHALL FDS5.1K shares6.06%2025-12-312026-01-26 JQUA J P MORGAN EXCHANGE TRADED F5.3K shares-3.71%2025-12-312026-01-26 SEIC SEI INVTS CO4.0K shares0.00%2025-12-312026-01-26 FAST FASTENAL CO8.2K shares0.00%2025-12-312026-01-26 TGT TARGET CORP3.3K shares-13.94%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC7.9K shares-9.33%2025-12-312026-01-26 MMM 3M CO2.0K shares-3.57%2025-12-312026-01-26 RSPT INVESCO EXCHANGE TRADED FD T7.0K sharesnew addition2025-12-312026-01-26 SPSB SPDR SERIES TRUST10.5K shares0.00%2025-12-312026-01-26 ODFL OLD DOMINION FREIGHT LINE IN2.0K shares0.00%2025-12-312026-01-26 USXF ISHARES TR5.2K shares1.90%2025-12-312026-01-26 EXC EXELON CORP6.8K shares-3.46%2025-12-312026-01-26 GSEW GOLDMAN SACHS ETF TR3.5K shares0.00%2025-12-312026-01-26 CVS CVS HEALTH CORP3.7K shares-22.13%2025-12-312026-01-26 MDLZ MONDELEZ INTL INC5.4K shares19.85%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC1.3K shares-4.02%2025-12-312026-01-26 IWO ISHARES TR871 shares0.00%2025-12-312026-01-26 WFC WELLS FARGO CO NEW3.0K shares9.16%2025-12-312026-01-26 OEF ISHARES TR794 shares0.00%2025-12-312026-01-26 BDX BECTON DICKINSON & CO1.4K shares-9.66%2025-12-312026-01-26 IGPT INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2025-12-312026-01-26 NXPI NXP SEMICONDUCTORS N V1.2K shares0.00%2025-12-312026-01-26 VSS VANGUARD INTL EQUITY INDEX F1.9K shares0.00%2025-12-312026-01-26 INTC INTEL CORP7.2K shares-2.71%2025-12-312026-01-26 ECL ECOLAB INC1.0K shares-0.59%2025-12-312026-01-26 ESGD ISHARES TR2.8K shares-4.08%2025-12-312026-01-26 ESGE ISHARES INC5.9K shares22.32%2025-12-312026-01-26 HAS HASBRO INC3.2K shares0.00%2025-12-312026-01-26 MLPA GLOBAL X FDS5.3K shares-15.43%2025-12-312026-01-26 SUSC ISHARES TR10.9K shares1.15%2025-12-312026-01-26 XBI SPDR SERIES TRUST2.1K shares-6.35%2025-12-312026-01-26 TSCO TRACTOR SUPPLY CO5.0K shares0.42%2025-12-312026-01-26 SPYD SPDR SERIES TRUST5.8K shares0.00%2025-12-312026-01-26 PPG PPG INDS INC2.4K sharesnew addition2025-12-312026-01-26 IYY ISHARES TR1.5K shares0.00%2025-12-312026-01-26 IGSB ISHARES TR4.6K shares7.23%2025-12-312026-01-26 ADBE ADOBE INC701 shares0.00%2025-12-312026-01-26 DGX QUEST DIAGNOSTICS INC1.4K shares0.00%2025-12-312026-01-26 AMP AMERIPRISE FINL INC493 shares0.00%2025-12-312026-01-26 AIZ ASSURANT INC1.0K shares0.00%2025-12-312026-01-26 FIS FIDELITY NATL INFORMATION SV3.6K shares0.00%2025-12-312026-01-26 PAYX PAYCHEX INC2.1K shares2.91%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO4.4K sharesnew addition2025-12-312026-01-26 IJJ ISHARES TR1.8K shares0.00%2025-12-312026-01-26 FI FISERV INC3.5K shares40.00%2025-12-312026-01-26 YUMC YUM CHINA HLDGS INC4.9K shares0.00%2025-12-312026-01-26 PSX PHILLIPS 661.8K shares-2.04%2025-12-312026-01-26 MTB M & T BK CORP1.1K shares0.00%2025-12-312026-01-26 HSY HERSHEY CO1.2K shares-52.08%2025-12-312026-01-26 COP CONOCOPHILLIPS2.3K shares0.04%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC1.2K shares0.00%2025-12-312026-01-26 MAR MARRIOTT INTL INC NEW682 shares-34.30%2025-12-312026-01-26 FDX FEDEX CORP729 sharesnew addition2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS1.5K shares0.00%2025-12-312026-01-26 IWX ISHARES TR2.3K sharesnew addition2025-12-312026-01-26 VOOG VANGUARD ADMIRAL FDS INC466 shares0.00%2025-12-312026-01-26 LNT ALLIANT ENERGY CORP3.2K shares-5.16%2025-12-312026-01-26 STIP ISHARES TR2.0K shares0.00%2025-12-312026-01-26 BSX BOSTON SCIENTIFIC CORP2.1K shares-3.60%2025-12-312026-01-26 AUR AURORA INNOVATION INC28.6K shares0.00%2025-12-312026-01-26 BLND BLEND LABS INC10.4K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available