The Analysis of WEALTH ALLIANCE, LLC's Holdings

Currently, WEALTH ALLIANCE, LLC holds 551 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in MUB (+121.7K shares, valued at $13.0M), IVE (+34.8K shares, valued at $7.4M), IEMG (+55.5K shares, valued at $3.7M); decreased their positions in QUAL (-44.3K shares, valued at $8.8M), VNQ (-53.8K shares, valued at $4.8M), EFV (-28.0K shares, valued at $2.0M); initiated new positions in N/A (+30.6K shares, valued at $2.0M), CGDV (+42.2K shares, valued at $1.8M), AVEM (+23.8K shares, valued at $1.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC342.0K shares-0.66%2025-12-312026-02-13

IVV ISHARES TR55.6K shares0.23%2025-12-312026-02-13

IVE ISHARES TR165.3K shares26.65%2025-12-312026-02-13

DYNF BLACKROCK ETF TRUST518.8K shares9.54%2025-12-312026-02-13

IVW ISHARES TR231.8K shares7.34%2025-12-312026-02-13

IEMG ISHARES INC340.5K shares19.49%2025-12-312026-02-13

IUSB ISHARES TR478.4K shares7.41%2025-12-312026-02-13

OEF ISHARES TR63.7K shares9.10%2025-12-312026-02-13

Sponsored

MSFT MICROSOFT CORP42.2K shares-1.57%2025-12-312026-02-13

EFV ISHARES TR266.0K shares-9.51%2025-12-312026-02-13

MUB ISHARES TR149.0K shares445.75%2025-12-312026-02-13

NVDA NVIDIA CORPORATION75.7K shares-1.70%2025-12-312026-02-13

AMZN AMAZON COM INC60.8K shares0.73%2025-12-312026-02-13

ALPS ETF TR ALPS ETF TR275.0K shares-6.30%2025-12-312026-02-13

ISHARES GOLD TR ISHARES GOLD TR147.5K shares-2.12%2025-12-312026-02-13

QUAL ISHARES TR58.4K shares-43.12%2025-12-312026-02-13

Sponsored

THRO BLACKROCK ETF TRUST295.9K shares6.90%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR15.8K shares2.31%2025-12-312026-02-13

ALPHABET INC ALPHABET INC30.8K shares-1.29%2025-12-312026-02-13

BAI BLACKROCK ETF TRUST279.1K shares16.63%2025-12-312026-02-13

TLH ISHARES TR88.9K shares-3.02%2025-12-312026-02-13

BROADCOM INC BROADCOM INC24.9K shares-5.24%2025-12-312026-02-13

LLY ELI LILLY & CO7.9K shares-1.07%2025-12-312026-02-13

META META PLATFORMS INC12.7K shares-2.26%2025-12-312026-02-13

Sponsored

MTUM ISHARES TR31.5K shares51.51%2025-12-312026-02-13

BINC BLACKROCK ETF TRUST II123.5K shares17.49%2025-12-312026-02-13

ITA ISHARES TR28.4K shares1.59%2025-12-312026-02-13

VNQ VANGUARD INDEX FDS68.2K shares-44.09%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD19.3K shares10.33%2025-12-312026-02-13

MBB ISHARES TR61.0K shares7.11%2025-12-312026-02-13

AOA ISHARES TR61.1K shares-1.26%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.16.9K shares-5.65%2025-12-312026-02-13

Sponsored

IEFA ISHARES TR58.3K shares6.70%2025-12-312026-02-13

ARISTA NETWORKS INC ARISTA NETWORKS INC39.4K shares1.01%2025-12-312026-02-13

ABBV ABBVIE INC21.9K shares-6.96%2025-12-312026-02-13

ALPHABET INC ALPHABET INC16.0K shares1.24%2025-12-312026-02-13

XOM EXXON MOBIL CORP40.5K shares6.61%2025-12-312026-02-13

SHV ISHARES TR43.3K shares247.75%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON22.7K shares-13.60%2025-12-312026-02-13

VB VANGUARD INDEX FDS17.5K shares-2.31%2025-12-312026-02-13

Sponsored

AMGN AMGEN INC13.4K shares0.12%2025-12-312026-02-13

IAGG ISHARES TR80.1K shares0.74%2025-12-312026-02-13

IYW ISHARES TR19.8K shares1.77%2025-12-312026-02-13

TSLA TESLA INC8.5K shares-0.36%2025-12-312026-02-13

TIP ISHARES TR34.5K shares1.15%2025-12-312026-02-13

PMAR INNOVATOR ETFS TRUST83.7K shares-0.07%2025-12-312026-02-13

IEF ISHARES TR38.7K shares0.62%2025-12-312026-02-13

VTEB VANGUARD MUN BD FDS73.3K shares0.43%2025-12-312026-02-13

Sponsored

PG PROCTER AND GAMBLE CO25.6K shares1.93%2025-12-312026-02-13

IJH ISHARES TR55.3K shares-3.03%2025-12-312026-02-13

V VISA INC10.4K shares-6.63%2025-12-312026-02-13

VO VANGUARD INDEX FDS12.3K shares-4.92%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.0K shares-0.19%2025-12-312026-02-13

CVX CHEVRON CORP NEW22.9K shares-1.43%2025-12-312026-02-13

JAAA JANUS DETROIT STR TR67.7K shares-1.04%2025-12-312026-02-13

PJAN INNOVATOR ETFS TRUST71.5K shares-0.17%2025-12-312026-02-13

Sponsored

POCT INNOVATOR ETFS TRUST75.0K shares2.86%2025-12-312026-02-13

PEP PEPSICO INC22.8K shares-1.16%2025-12-312026-02-13

PLD PROLOGIS INC.25.6K shares0.26%2025-12-312026-02-13

ASML ASML HOLDING N V3.0K shares9.89%2025-12-312026-02-13

VXF VANGUARD INDEX FDS15.1K shares4.37%2025-12-312026-02-13

WMT WALMART INC27.2K shares-2.80%2025-12-312026-02-13

PM PHILIP MORRIS INTL INC18.9K shares11.95%2025-12-312026-02-13

IJR ISHARES TR24.3K shares-2.50%2025-12-312026-02-13

Sponsored

NEE NEXTERA ENERGY INC35.0K shares-1.91%2025-12-312026-02-13

VOT VANGUARD INDEX FDS10.0K shares-5.04%2025-12-312026-02-13

NFLX NETFLIX INC29.8K shares817.83%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares161.34%2025-12-312026-02-13

IVLU ISHARES TR69.6K shares-12.56%2025-12-312026-02-13

COMT ISHARES U S ETF TR105.4K shares0.73%2025-12-312026-02-13

LAM RESEARCH CORP LAM RESEARCH CORP15.2K shares-0.01%2025-12-312026-02-13

PMAY INNOVATOR ETFS TRUST64.5K shares0.00%2025-12-312026-02-13

Sponsored

VZ VERIZON COMMUNICATIONS INC62.2K shares-19.44%2025-12-312026-02-13

MA MASTERCARD INCORPORATED4.4K shares-0.58%2025-12-312026-02-13

ORCL ORACLE CORP12.7K shares9.24%2025-12-312026-02-13

VOE VANGUARD INDEX FDS13.6K shares-2.05%2025-12-312026-02-13

PNC PNC FINL SVCS GROUP INC11.4K shares-2.79%2025-12-312026-02-13

PFE PFIZER INC93.7K shares2.60%2025-12-312026-02-13

PNOV INNOVATOR ETFS TRUST55.3K shares6.77%2025-12-312026-02-13

EATON CORP PLC EATON CORP PLC7.2K shares-3.74%2025-12-312026-02-13

Sponsored

BNDX VANGUARD CHARLOTTE FDS46.5K shares38.94%2025-12-312026-02-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW18.8K shares-1.45%2025-12-312026-02-13

DIS DISNEY WALT CO19.4K shares4.84%2025-12-312026-02-13

NATIONAL GRID PLC NATIONAL GRID PLC28.5K shares0.43%2025-12-312026-02-13

MCD MCDONALDS CORP7.1K shares1.37%2025-12-312026-02-13

PJUN INNOVATOR ETFS TRUST51.1K shares0.00%2025-12-312026-02-13

RTX RTX CORPORATION11.1K shares-2.04%2025-12-312026-02-13

PFEB INNOVATOR ETFS TRUST49.9K shares0.00%2025-12-312026-02-13

Sponsored

TFC TRUIST FINL CORP41.2K shares14.37%2025-12-312026-02-13

PAUG INNOVATOR ETFS TRUST46.5K shares0.00%2025-12-312026-02-13

TOTALENERGIES SE TOTALENERGIES SE30.6K sharesnew addition2025-12-312026-02-13

TOUS T ROWE PRICE ETF INC57.7K shares306.44%2025-12-312026-02-13

IWM ISHARES TR8.0K shares51.91%2025-12-312026-02-13

TLT ISHARES TR22.7K shares38.90%2025-12-312026-02-13

TCAF T ROWE PRICE ETF INC50.7K shares96.27%2025-12-312026-02-13

IWB ISHARES TR5.1K shares8.98%2025-12-312026-02-13

Sponsored

USB US BANCORP DEL36.0K shares-2.10%2025-12-312026-02-13

CSCO CISCO SYS INC24.4K shares-6.71%2025-12-312026-02-13

MMC MARSH & MCLENNAN COS INC10.0K shares1.21%2025-12-312026-02-13

OZ BELPOINTE PREP LLC28.5K shares0.00%2025-12-312026-02-13

ENB ENBRIDGE INC38.6K shares-0.40%2025-12-312026-02-13

CGDV CAPITAL GROUP DIVIDEND VALUE42.2K sharesnew addition2025-12-312026-02-13

BTI BRITISH AMERN TOB PLC32.5K shares1.45%2025-12-312026-02-13

AVEM AMERICAN CENTY ETF TR23.8K sharesnew addition2025-12-312026-02-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS6.2K shares5.79%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC17.3K shares53.40%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO4.9K shares-8.47%2025-12-312026-02-13

LOW LOWES COS INC7.4K shares0.24%2025-12-312026-02-13

APH AMPHENOL CORP NEW13.1K shares-5.28%2025-12-312026-02-13

HD HOME DEPOT INC5.1K shares-14.19%2025-12-312026-02-13

AZN ASTRAZENECA PLC18.9K shares-0.56%2025-12-312026-02-13

PEY INVESCO EXCHANGE TRADED FD T85.1K shares-1.98%2025-12-312026-02-13

Sponsored

SCHW SCHWAB CHARLES CORP17.3K shares5.48%2025-12-312026-02-13

HIMU BLACKROCK ETF TRUST II35.0K shares10.14%2025-12-312026-02-13

BAC BANK AMERICA CORP30.6K shares-6.47%2025-12-312026-02-13

BRTR BLACKROCK ETF TRUST II33.1K sharesnew addition2025-12-312026-02-13

PDEC INNOVATOR ETFS TRUST38.7K shares4.68%2025-12-312026-02-13

ABT ABBOTT LABS13.3K shares-6.68%2025-12-312026-02-13

LCTU BLACKROCK ETF TRUST22.5K shares-2.95%2025-12-312026-02-13

VBK VANGUARD INDEX FDS5.5K shares-8.12%2025-12-312026-02-13

Sponsored

SNY SANOFI SA33.9K shares14.33%2025-12-312026-02-13

XEL XCEL ENERGY INC21.8K shares-7.92%2025-12-312026-02-13

PANW PALO ALTO NETWORKS INC8.7K shares-1.01%2025-12-312026-02-13

TRV TRAVELERS COMPANIES INC5.5K shares-0.07%2025-12-312026-02-13

SPGI S&P GLOBAL INC3.0K shares-4.08%2025-12-312026-02-13

ISRG INTUITIVE SURGICAL INC2.8K shares19.75%2025-12-312026-02-13

INTU INTUIT2.3K shares2.00%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC1.8K shares-36.79%2025-12-312026-02-13

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC14.5K shares-0.49%2025-12-312026-02-13

EMB ISHARES TR15.6K shares31.15%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP3.1K shares-0.64%2025-12-312026-02-13

CMI CUMMINS INC2.9K shares3.96%2025-12-312026-02-13

VTV VANGUARD INDEX FDS7.8K shares4.21%2025-12-312026-02-13

CRM SALESFORCE INC5.5K shares-11.91%2025-12-312026-02-13

LINDE PLC LINDE PLC3.4K shares-16.85%2025-12-312026-02-13

BIZD VANECK ETF TRUST101.8K shares4.87%2025-12-312026-02-13

Sponsored

CME CME GROUP INC5.3K shares222.84%2025-12-312026-02-13

JEPI J P MORGAN EXCHANGE TRADED F24.9K shares-3.61%2025-12-312026-02-13

UNILEVER PLC UNILEVER PLC21.5K sharesnew addition2025-12-312026-02-13

WFC WELLS FARGO CO NEW14.9K shares-3.55%2025-12-312026-02-13

REET ISHARES TR55.5K shares0.86%2025-12-312026-02-13

IWD ISHARES TR6.5K shares-10.01%2025-12-312026-02-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.0K shares20.01%2025-12-312026-02-13

PJUL INNOVATOR ETFS TRUST28.7K shares0.00%2025-12-312026-02-13

Sponsored

VBR VANGUARD INDEX FDS6.3K shares-6.21%2025-12-312026-02-13

TMO THERMO FISHER SCIENTIFIC INC2.2K shares-1.19%2025-12-312026-02-13

VFH VANGUARD WORLD FD9.7K shares0.33%2025-12-312026-02-13

PAYX PAYCHEX INC11.5K shares193.19%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW1.5K shares-56.19%2025-12-312026-02-13

ESGU ISHARES TR8.5K shares-7.52%2025-12-312026-02-13

ZTS ZOETIS INC10.0K shares30.88%2025-12-312026-02-13

TJX TJX COS INC NEW8.1K shares-1.75%2025-12-312026-02-13

Sponsored

NOC NORTHROP GRUMMAN CORP2.2K shares-1.00%2025-12-312026-02-13

FE FIRSTENERGY CORP27.6K shares0.51%2025-12-312026-02-13

BABA ALIBABA GROUP HLDG LTD8.4K shares-4.11%2025-12-312026-02-13

SONY SONY GROUP CORP47.2K shares-14.23%2025-12-312026-02-13

O REALTY INCOME CORP21.2K shares-16.23%2025-12-312026-02-13

UBER UBER TECHNOLOGIES INC14.5K shares-5.27%2025-12-312026-02-13

TLTW ISHARES TR52.0K shares0.03%2025-12-312026-02-13

TXN TEXAS INSTRS INC6.8K shares23.25%2025-12-312026-02-13

Sponsored

ITOT ISHARES TR7.8K shares101.72%2025-12-312026-02-13

SPYI NEOS ETF TRUST22.0K shares0.00%2025-12-312026-02-13

APP APPLOVIN CORP1.7K shares0.83%2025-12-312026-02-13

MDLZ MONDELEZ INTL INC21.1K shares-12.55%2025-12-312026-02-13

PLTR PALANTIR TECHNOLOGIES INC6.3K shares-6.72%2025-12-312026-02-13

JMBS JANUS DETROIT STR TR24.6K shares377.59%2025-12-312026-02-13

XTEN BONDBLOXX ETF TRUST24.1K sharesnew addition2025-12-312026-02-13

PSEP INNOVATOR ETFS TRUST25.3K shares0.00%2025-12-312026-02-13

Sponsored

TRP TC ENERGY CORP20.1K shares-0.05%2025-12-312026-02-13

GSK PLC GSK PLC22.3K shares-18.88%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE3.5K shares-5.11%2025-12-312026-02-13

MO ALTRIA GROUP INC18.6K shares26.07%2025-12-312026-02-13

MUFG MITSUBISHI UFJ FINL GROUP IN67.4K shares9.55%2025-12-312026-02-13

HON HONEYWELL INTL INC5.5K shares11.11%2025-12-312026-02-13

KJAN INNOVATOR ETFS TRUST25.6K shares-0.15%2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO19.6K shares10.17%2025-12-312026-02-13

Sponsored

EFG ISHARES TR9.2K shares-41.05%2025-12-312026-02-13

PPL PPL CORP29.8K shares-7.16%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC3.1K shares-0.79%2025-12-312026-02-13

CITIGROUP INC CITIGROUP INC8.8K shares-9.05%2025-12-312026-02-13

LQD ISHARES TR9.2K shares3.17%2025-12-312026-02-13

IWF ISHARES TR2.2K shares21.09%2025-12-312026-02-13

MDY SPDR S&P MIDCAP 400 ETF TR1.7K shares62.02%2025-12-312026-02-13

CAT CATERPILLAR INC1.7K shares-9.64%2025-12-312026-02-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-4.60%2025-12-312026-02-13

AEP AMERICAN ELEC PWR CO INC8.5K shares-24.41%2025-12-312026-02-13

SUSC ISHARES TR41.7K shares21.85%2025-12-312026-02-13

IWP ISHARES TR7.0K shares48.68%2025-12-312026-02-13

T AT&T INC38.4K shares-2.07%2025-12-312026-02-13

DSI ISHARES TR7.4K shares-4.04%2025-12-312026-02-13

ADI ANALOG DEVICES INC3.5K shares-2.94%2025-12-312026-02-13

SHOP SHOPIFY INC5.8K shares-8.35%2025-12-312026-02-13

Sponsored

PAPR INNOVATOR ETFS TRUST23.8K shares0.00%2025-12-312026-02-13

WMB WILLIAMS COS INC15.2K shares-40.44%2025-12-312026-02-13

TDY TELEDYNE TECHNOLOGIES INC1.8K shares1.02%2025-12-312026-02-13

SAP SAP SE3.7K shares-5.31%2025-12-312026-02-13

EQIX EQUINIX INC1.2K shares6.18%2025-12-312026-02-13

SBUX STARBUCKS CORP10.6K shares-29.28%2025-12-312026-02-13

IJAN INNOVATOR ETFS TRUST24.8K shares-0.19%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR32.5K shares6.88%2025-12-312026-02-13

Sponsored

ACWX ISHARES TR13.2K shares3.83%2025-12-312026-02-13

SNPS SYNOPSYS INC1.9K shares-1.68%2025-12-312026-02-13

EMGF ISHARES INC15.2K shares0.72%2025-12-312026-02-13

HDB HDFC BANK LTD23.9K shares-4.67%2025-12-312026-02-13

KO COCA COLA CO12.4K shares0.89%2025-12-312026-02-13

GILD GILEAD SCIENCES INC7.0K shares-15.25%2025-12-312026-02-13

MSI MOTOROLA SOLUTIONS INC2.2K shares-3.08%2025-12-312026-02-13

USXF ISHARES TR14.6K shares-0.96%2025-12-312026-02-13

Sponsored

COF CAPITAL ONE FINL CORP3.4K shares5.48%2025-12-312026-02-13

BMO BANK MONTREAL QUE6.4K shares-25.23%2025-12-312026-02-13

DHR DANAHER CORPORATION3.6K shares8.85%2025-12-312026-02-13

TT TRANE TECHNOLOGIES PLC2.1K shares-26.55%2025-12-312026-02-13

PUK PRUDENTIAL PLC26.7K shares-2.04%2025-12-312026-02-13

KAPR INNOVATOR ETFS TRUST23.6K shares0.00%2025-12-312026-02-13

UNP UNION PAC CORP3.6K shares-1.60%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC3.8K shares5.88%2025-12-312026-02-13

Sponsored

SPMO INVESCO EXCH TRADED FD TR II6.8K sharesnew addition2025-12-312026-02-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.5K shares19.13%2025-12-312026-02-13

AMT AMERICAN TOWER CORP NEW4.6K shares-6.15%2025-12-312026-02-13

CSX CSX CORP22.0K shares4.56%2025-12-312026-02-13

VV VANGUARD INDEX FDS2.5K shares-0.98%2025-12-312026-02-13

GWW WW GRAINGER INC781 shares0.13%2025-12-312026-02-13

NOW SERVICENOW INC5.1K shares569.93%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.1K shares-0.54%2025-12-312026-02-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN3.0K shares-4.56%2025-12-312026-02-13

HBAN HUNTINGTON BANCSHARES INC44.9K shares-33.69%2025-12-312026-02-13

ARES ARES MANAGEMENT CORPORATION4.8K shares7.23%2025-12-312026-02-13

GLDM WORLD GOLD TR9.1K shares169.16%2025-12-312026-02-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-13

CCJ CAMECO CORP8.2K shares-3.84%2025-12-312026-02-13

DOV DOVER CORP3.8K shares1.21%2025-12-312026-02-13

HSY HERSHEY CO4.1K shares4.05%2025-12-312026-02-13

Sponsored

IBIT ISHARES BITCOIN TRUST ETF14.8K shares-37.52%2025-12-312026-02-13

SCCO SOUTHERN COPPER CORP5.1K shares-7.27%2025-12-312026-02-13

GOVT ISHARES TR31.8K shares85.43%2025-12-312026-02-13

SHEL SHELL PLC9.9K shares5.28%2025-12-312026-02-13

PFXF VANECK ETF TRUST40.8K shares0.22%2025-12-312026-02-13

WSO WATSCO INC2.1K shares5.74%2025-12-312026-02-13

BLW BLACKROCK LTD DURATION INCOM51.9K shares-6.53%2025-12-312026-02-13

VRTX VERTEX PHARMACEUTICALS INC1.6K shares24.31%2025-12-312026-02-13

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PWR QUANTA SVCS INC1.7K shares2.51%2025-12-312026-02-13

SO SOUTHERN CO8.1K shares4.74%2025-12-312026-02-13

SLV ISHARES SILVER TR10.9K sharesnew addition2025-12-312026-02-13

BLACKSTONE INC BLACKSTONE INC4.6K shares-0.72%2025-12-312026-02-13

ABNB AIRBNB INC5.2K shares7.62%2025-12-312026-02-13

KOCT INNOVATOR ETFS TRUST20.8K shares7.01%2025-12-312026-02-13

GEV GE VERNOVA INC1.1K shares13.59%2025-12-312026-02-13

BRT BRT APARTMENTS CORP47.5K shares0.00%2025-12-312026-02-13

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FBTC FIDELITY WISE ORIGIN BITCOIN9.0K shares48.30%2025-12-312026-02-13

MUA BLACKROCK MUNIASSETS FD INC63.6K shares0.32%2025-12-312026-02-13

EA ELECTRONIC ARTS INC3.3K shares-10.57%2025-12-312026-02-13

BLACKROCK INC BLACKROCK INC625 shares0.81%2025-12-312026-02-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares5.81%2025-12-312026-02-13

ROL ROLLINS INC11.1K shares3.70%2025-12-312026-02-13

HDV ISHARES TR5.4K shares113.23%2025-12-312026-02-13

PH PARKER-HANNIFIN CORP751 shares-7.85%2025-12-312026-02-13

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ED CONSOLIDATED EDISON INC6.5K shares-0.64%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS4.5K shares2.27%2025-12-312026-02-13

MU MICRON TECHNOLOGY INC2.2K shares29.42%2025-12-312026-02-13

SYSB ISHARES TR7.1K sharesnew addition2025-12-312026-02-13

JMUB J P MORGAN EXCHANGE TRADED F12.5K sharesnew addition2025-12-312026-02-13

GLW CORNING INC7.1K shares-29.47%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS9.8K shares2.32%2025-12-312026-02-13

CSPF COHEN & STEERS ETF TRUST23.5K shares0.00%2025-12-312026-02-13

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SNOW SNOWFLAKE INC2.8K shares-33.78%2025-12-312026-02-13

THE CIGNA GROUP THE CIGNA GROUP2.2K shares3.92%2025-12-312026-02-13

SYK STRYKER CORPORATION1.7K shares-2.63%2025-12-312026-02-13

FIS FIDELITY NATL INFORMATION SV9.0K shares-12.61%2025-12-312026-02-13

WRB BERKLEY W R CORP8.5K shares2.13%2025-12-312026-02-13

VHT VANGUARD WORLD FD2.1K shares-15.72%2025-12-312026-02-13

LPLA LPL FINL HLDGS INC1.6K shares5.03%2025-12-312026-02-13

NOBL PROSHARES TR5.7K shares0.48%2025-12-312026-02-13

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AMCR AMCOR PLC70.6K shares-43.62%2025-12-312026-02-13

CVS CVS HEALTH CORP7.4K shares-5.18%2025-12-312026-02-13

ELV ELEVANCE HEALTH INC FORMERLY1.7K shares3.96%2025-12-312026-02-13

USMV ISHARES TR6.1K shares4.24%2025-12-312026-02-13

GSLC GOLDMAN SACHS ETF TR4.3K shares-8.56%2025-12-312026-02-13

PBR PETROLEO BRASILEIRO SA PETRO48.1K shares-6.43%2025-12-312026-02-13

SHW SHERWIN WILLIAMS CO1.8K shares-2.18%2025-12-312026-02-13

IEV ISHARES TR8.2K shares-34.08%2025-12-312026-02-13

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VIS VANGUARD WORLD FD1.9K shares-0.21%2025-12-312026-02-13

INFY INFOSYS LTD31.1K shares1.73%2025-12-312026-02-13

AVB AVALONBAY CMNTYS INC3.0K shares-18.86%2025-12-312026-02-13

ESGE ISHARES INC12.5K shares24.31%2025-12-312026-02-13

NATWEST GROUP PLC NATWEST GROUP PLC31.5K shares-0.11%2025-12-312026-02-13

MMM 3M CO3.4K shares-1.36%2025-12-312026-02-13

NDAQ NASDAQ INC5.5K sharesnew addition2025-12-312026-02-13

IAPR INNOVATOR ETFS TRUST17.3K shares0.00%2025-12-312026-02-13

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STLD STEEL DYNAMICS INC3.1K shares-2.40%2025-12-312026-02-13

IAUG INNOVATOR ETFS TRUST18.3K shares0.00%2025-12-312026-02-13

NKE NIKE INC8.1K shares35.95%2025-12-312026-02-13

HSBC HSBC HLDGS PLC6.6K shares71.37%2025-12-312026-02-13

KJUL INNOVATOR ETFS TRUST16.2K shares0.00%2025-12-312026-02-13

VGT VANGUARD WORLD FD683 shares0.00%2025-12-312026-02-13

SAN BANCO SANTANDER SA43.8K shares1.84%2025-12-312026-02-13

IDXX IDEXX LABS INC759 shares1.61%2025-12-312026-02-13

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PPG PPG INDS INC5.0K shares20.17%2025-12-312026-02-13

QQQI NEOS ETF TRUST9.5K shares0.00%2025-12-312026-02-13

ITUB ITAU UNIBANCO HLDG S A71.0K shares4.49%2025-12-312026-02-13

SE SEA LTD4.0K shares-19.53%2025-12-312026-02-13

MNST MONSTER BEVERAGE CORP NEW6.6K shares-14.92%2025-12-312026-02-13

GPC GENUINE PARTS CO4.1K shares1.19%2025-12-312026-02-13

MCK MCKESSON CORP606 shares48.53%2025-12-312026-02-13

CMCSA COMCAST CORP NEW16.6K shares-26.28%2025-12-312026-02-13

Sponsored

GLD SPDR GOLD TR1.2K shares-10.76%2025-12-312026-02-13

IBKR INTERACTIVE BROKERS GROUP IN7.7K shares4.84%2025-12-312026-02-13

FIVE FIVE BELOW INC2.6K shares-3.90%2025-12-312026-02-13

NVS NOVARTIS AG3.6K shares-1.68%2025-12-312026-02-13

IWN ISHARES TR2.7K sharesnew addition2025-12-312026-02-13

SRE SEMPRA5.4K shares-5.06%2025-12-312026-02-13

ARGX ARGENX SE567 shares-32.42%2025-12-312026-02-13

IDEC INNOVATOR ETFS TRUST14.6K sharesnew addition2025-12-312026-02-13

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NXPI NXP SEMICONDUCTORS N V2.2K shares-4.52%2025-12-312026-02-13

AWI ARMSTRONG WORLD INDS INC NEW2.4K shares3.89%2025-12-312026-02-13

SHLD GLOBAL X FDS7.1K sharesnew addition2025-12-312026-02-13

IXUS ISHARES TR5.4K shares3.01%2025-12-312026-02-13

JKHY HENRY JACK & ASSOC INC2.5K shares8.43%2025-12-312026-02-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY6.2K shares-1.10%2025-12-312026-02-13

TYG TORTOISE ENERGY INFRA CORP11.2K sharesnew addition2025-12-312026-02-13

ILCV ISHARES TR4.8K shares-1.43%2025-12-312026-02-13

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VCSH VANGUARD SCOTTSDALE FDS5.7K shares1.48%2025-12-312026-02-13

MFC MANULIFE FINL CORP12.5K shares-0.02%2025-12-312026-02-13

PEG PUBLIC SVC ENTERPRISE GRP IN5.7K shares-2.92%2025-12-312026-02-13

HLI HOULIHAN LOKEY INC2.6K shares3.30%2025-12-312026-02-13

AEM AGNICO EAGLE MINES LTD2.7K shares100.53%2025-12-312026-02-13

EPD ENTERPRISE PRODS PARTNERS L14.1K shares0.17%2025-12-312026-02-13

J JACOBS SOLUTIONS INC3.4K shares-1.16%2025-12-312026-02-13

ITW ILLINOIS TOOL WKS INC1.8K shares-2.77%2025-12-312026-02-13

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EQR EQUITY RESIDENTIAL7.1K shares-10.95%2025-12-312026-02-13

IMAY INNOVATOR ETFS TRUST14.9K shares0.00%2025-12-312026-02-13

RACE FERRARI N V1.2K shares-4.00%2025-12-312026-02-13

MELI MERCADOLIBRE INC220 shares-12.00%2025-12-312026-02-13

VOX VANGUARD WORLD FD2.3K shares0.00%2025-12-312026-02-13

NYF ISHARES TR8.2K shares29.28%2025-12-312026-02-13

D DOMINION ENERGY INC7.5K shares50.18%2025-12-312026-02-13

QCOM QUALCOMM INC2.6K shares-27.00%2025-12-312026-02-13

Sponsored

GMAB GENMAB A/S14.1K shares-0.35%2025-12-312026-02-13

MEDTRONIC PLC MEDTRONIC PLC4.5K shares9.11%2025-12-312026-02-13

RBC RBC BEARINGS INC964 shares1.80%2025-12-312026-02-13

MEDP MEDPACE HLDGS INC768 shares-15.88%2025-12-312026-02-13

FICO FAIR ISAAC CORP254 shares-25.07%2025-12-312026-02-13

VCR VANGUARD WORLD FD1.1K shares2.26%2025-12-312026-02-13

IOCT INNOVATOR ETFS TRUST12.2K shares27.45%2025-12-312026-02-13

ALC ALCON AG5.3K sharesnew addition2025-12-312026-02-13

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BDX BECTON DICKINSON & CO2.2K shares23.48%2025-12-312026-02-13

CSW CSW INDUSTRIALS INC1.4K shares37.33%2025-12-312026-02-13

DDOG DATADOG INC3.1K shares2.68%2025-12-312026-02-13

CMG CHIPOTLE MEXICAN GRILL INC11.2K sharesnew addition2025-12-312026-02-13

NBIS NEBIUS GROUP N.V.4.9K shares-16.05%2025-12-312026-02-13

BR BROADRIDGE FINL SOLUTIONS IN1.8K shares0.05%2025-12-312026-02-13

UMAY INNOVATOR ETFS TRUST11.2K shares0.00%2025-12-312026-02-13

ZWS ZURN ELKAY WATER SOLNS CORP8.8K shares5.09%2025-12-312026-02-13

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DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC10.2K shares7.81%2025-12-312026-02-13

THO THOR INDS INC4.0K shares4.12%2025-12-312026-02-13

FAST FASTENAL CO10.1K shares-5.24%2025-12-312026-02-13

MAR MARRIOTT INTL INC NEW1.3K shares0.38%2025-12-312026-02-13

ORLY OREILLY AUTOMOTIVE INC4.4K shares-2.61%2025-12-312026-02-13

KAUG INNOVATOR ETFS TRUST15.2K shares0.00%2025-12-312026-02-13

ALLE ALLEGION PLC2.5K shares160.29%2025-12-312026-02-13

ASX ASE TECHNOLOGY HLDG CO LTD25.0K shares-9.87%2025-12-312026-02-13

Sponsored

HIG HARTFORD INSURANCE GROUP INC2.9K shares25.66%2025-12-312026-02-13

FCX FREEPORT-MCMORAN INC7.9K shares5.66%2025-12-312026-02-13

BJ BJS WHSL CLUB HLDGS INC4.5K shares4.78%2025-12-312026-02-13

COP CONOCOPHILLIPS4.2K shares-1.30%2025-12-312026-02-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.7K shares7.57%2025-12-312026-02-13

VAW VANGUARD WORLD FD1.9K shares0.90%2025-12-312026-02-13

IYR ISHARES TR4.2K sharesnew addition2025-12-312026-02-13

ROAD CONSTRUCTION PARTNERS INC3.6K shares-24.21%2025-12-312026-02-13

Sponsored

APD AIR PRODS & CHEMS INC1.6K shares-27.78%2025-12-312026-02-13

ICE INTERCONTINENTAL EXCHANGE IN2.4K shares3.45%2025-12-312026-02-13

IUSV ISHARES TR3.8K shares0.76%2025-12-312026-02-13

VICI VICI PPTYS INC13.9K shares-32.33%2025-12-312026-02-13

BK BANK NEW YORK MELLON CORP3.4K shares0.60%2025-12-312026-02-13

RB GLOBAL INC RB GLOBAL INC3.7K shares-6.24%2025-12-312026-02-13

WELL WELLTOWER INC2.1K shares1.23%2025-12-312026-02-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.6K sharesnew addition2025-12-312026-02-13

Sponsored

GDX VANECK ETF TRUST4.4K shares0.23%2025-12-312026-02-13

MS MORGAN STANLEY2.1K shares-7.95%2025-12-312026-02-13

IUSG ISHARES TR2.2K shares-2.15%2025-12-312026-02-13

EVUS ISHARES TR11.6K shares29.85%2025-12-312026-02-13

ULTA ULTA BEAUTY INC608 shares0.50%2025-12-312026-02-13

DEM WISDOMTREE TR7.9K shares0.00%2025-12-312026-02-13

INTC INTEL CORP9.9K shares-16.32%2025-12-312026-02-13

COOPER COS INC COOPER COS INC4.4K shares16.28%2025-12-312026-02-13

Sponsored

ESGD ISHARES TR3.8K shares-11.62%2025-12-312026-02-13

SPHD INVESCO EXCH TRADED FD TR II7.5K shares1.21%2025-12-312026-02-13

JBTM JBT MAREL CORPORATION2.4K shares4.09%2025-12-312026-02-13

FN FABRINET792 shares-3.30%2025-12-312026-02-13

BOTZ GLOBAL X FDS9.8K shares-5.17%2025-12-312026-02-13

USRT ISHARES TR6.3K sharesnew addition2025-12-312026-02-13

REGN REGENERON PHARMACEUTICALS460 shares0.00%2025-12-312026-02-13

ROST ROSS STORES INC2.0K shares10.57%2025-12-312026-02-13

Sponsored

KDEC INNOVATOR ETFS TRUST13.8K shares71.07%2025-12-312026-02-13

SPYM SPDR SERIES TRUST4.4K shares-25.52%2025-12-312026-02-13

RGEN REPLIGEN CORP2.1K shares5.57%2025-12-312026-02-13

DEO DIAGEO PLC4.0K shares15.78%2025-12-312026-02-13

SITE SITEONE LANDSCAPE SUPPLY INC2.8K shares5.26%2025-12-312026-02-13

BSX BOSTON SCIENTIFIC CORP3.6K shares-0.85%2025-12-312026-02-13

LOPE GRAND CANYON ED INC2.1K shares-6.02%2025-12-312026-02-13

AXON AXON ENTERPRISE INC603 shares3.43%2025-12-312026-02-13

Sponsored

HEI.A HEICO CORP NEW1.4K shares1.50%2025-12-312026-02-13

EAPR INNOVATOR ETFS TRUST11.5K shares0.00%2025-12-312026-02-13

NU NU HLDGS LTD20.2K shares86.19%2025-12-312026-02-13

FMX FOMENTO ECONOMICO MEXICANO S3.3K shares-4.70%2025-12-312026-02-13

GSBD GOLDMAN SACHS BDC INC36.0K shares-18.02%2025-12-312026-02-13

HPE HEWLETT PACKARD ENTERPRISE C13.9K shares4.59%2025-12-312026-02-13

CELESTICA INC CELESTICA INC1.1K shares-18.21%2025-12-312026-02-13

XBI SPDR SERIES TRUST2.7K shares0.22%2025-12-312026-02-13

Sponsored

GM GENERAL MTRS CO4.0K shares-30.39%2025-12-312026-02-13

YUMC YUM CHINA HLDGS INC6.8K shares10.07%2025-12-312026-02-13

URI UNITED RENTALS INC399 shares1.79%2025-12-312026-02-13

ULS UL SOLUTIONS INC4.1K shares10.46%2025-12-312026-02-13

ADBE ADOBE INC917 shares-14.22%2025-12-312026-02-13

MKL MARKEL GROUP INC149 shares-0.67%2025-12-312026-02-13

HLMN HILLMAN SOLUTIONS CORP37.0K shares2.86%2025-12-312026-02-13

ENSG ENSIGN GROUP INC1.8K shares3.50%2025-12-312026-02-13

Sponsored

NDSN NORDSON CORP1.3K shares6.24%2025-12-312026-02-13

VTR VENTAS INC4.1K shares1.58%2025-12-312026-02-13

KMI KINDER MORGAN INC DEL11.6K shares-1.67%2025-12-312026-02-13

GPIX GOLDMAN SACHS ETF TR6.0K shares21.58%2025-12-312026-02-13

ETY EATON VANCE TAX-MANAGED DIVE20.5K shares0.70%2025-12-312026-02-13

UDEC INNOVATOR ETFS TRUST7.9K shares0.00%2025-12-312026-02-13

EXPO EXPONENT INC4.5K sharesnew addition2025-12-312026-02-13

RPM RPM INTL INC2.9K shares0.55%2025-12-312026-02-13

Sponsored

PRVA PRIVIA HEALTH GROUP INC12.9K shares7.45%2025-12-312026-02-13

LNC LINCOLN NATL CORP IND6.8K shares-2.02%2025-12-312026-02-13

OKE ONEOK INC NEW4.1K shares48.11%2025-12-312026-02-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.1K shares26.36%2025-12-312026-02-13

TYL TYLER TECHNOLOGIES INC656 shares-3.10%2025-12-312026-02-13

BND VANGUARD BD INDEX FDS4.0K shares0.78%2025-12-312026-02-13

KMAY INNOVATOR ETFS TRUST10.4K shares0.00%2025-12-312026-02-13

TRMB TRIMBLE INC3.8K shares-5.29%2025-12-312026-02-13

Sponsored

RY ROYAL BK CDA1.7K shares-2.10%2025-12-312026-02-13

FUL FULLER H B CO4.9K shares8.59%2025-12-312026-02-13

RELX RELX PLC7.3K shares-21.27%2025-12-312026-02-13

PRI PRIMERICA INC1.1K shares4.93%2025-12-312026-02-13

BSY BENTLEY SYS INC7.6K shares-7.37%2025-12-312026-02-13

WK WORKIVA INC3.4K shares3.06%2025-12-312026-02-13

SUN SUNOCO LP/SUNOCO FIN CORP5.5K shares-0.25%2025-12-312026-02-13

UPS UNITED PARCEL SERVICE INC2.9K sharesnew addition2025-12-312026-02-13

Sponsored

CHD CHURCH & DWIGHT CO INC3.4K shares8.00%2025-12-312026-02-13

CDW CDW CORP2.1K shares-25.85%2025-12-312026-02-13

INOV INNOVATOR ETFS TRUST8.3K sharesnew addition2025-12-312026-02-13

CRWD CROWDSTRIKE HLDGS INC602 shares-1.31%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F3.8K shares-8.13%2025-12-312026-02-13

TTD THE TRADE DESK INC7.4K shares-52.52%2025-12-312026-02-13

RYAAY RYANAIR HOLDINGS PLC3.9K sharesnew addition2025-12-312026-02-13

EAGG ISHARES TR5.8K shares-9.03%2025-12-312026-02-13

Sponsored

TRGP TARGA RES CORP1.5K sharesnew addition2025-12-312026-02-13

CAKE CHEESECAKE FACTORY INC5.5K shares3.62%2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F5.1K shares9.41%2025-12-312026-02-13

AIG AMERICAN INTL GROUP INC3.2K shares2.62%2025-12-312026-02-13

BOH BANK HAWAII CORP4.0K shares12.03%2025-12-312026-02-13

NXT NEXTPOWER INC3.1K sharesnew addition2025-12-312026-02-13

MSCI MSCI INC477 shares-12.64%2025-12-312026-02-13

CHKP CHECK POINT SOFTWARE TECH LT1.5K shares-26.89%2025-12-312026-02-13

Sponsored

LDOS LEIDOS HOLDINGS INC1.5K shares-0.53%2025-12-312026-02-13

SPYV SPDR SERIES TRUST4.8K shares15.33%2025-12-312026-02-13

SCHZ SCHWAB STRATEGIC TR11.5K shares-8.02%2025-12-312026-02-13

ETR ENTERGY CORP NEW2.9K sharesnew addition2025-12-312026-02-13

PODD INSULET CORP936 shares-3.01%2025-12-312026-02-13

RYAN RYAN SPECIALTY HOLDINGS INC5.1K sharesnew addition2025-12-312026-02-13

IWY ISHARES TR951 shares-0.31%2025-12-312026-02-13

XLE SELECT SECTOR SPDR TR5.9K shares57.88%2025-12-312026-02-13

Sponsored

AON PLC AON PLC744 shares0.00%2025-12-312026-02-13

JCI JOHNSON CTLS INTL PLC2.2K shares-7.27%2025-12-312026-02-13

MINT PIMCO ETF TR2.6K shares-24.60%2025-12-312026-02-13

KEYS KEYSIGHT TECHNOLOGIES INC1.3K shares3.86%2025-12-312026-02-13

PCTY PAYLOCITY HLDG CORP1.7K shares6.51%2025-12-312026-02-13

TTAN SERVICETITAN INC2.4K sharesnew addition2025-12-312026-02-13

EFA ISHARES TR2.7K shares-6.36%2025-12-312026-02-13

COPY RBB FUND TRUST20.0K shares0.00%2025-12-312026-02-13

Sponsored

BP BP PLC7.4K shares-0.28%2025-12-312026-02-13

CSGP COSTAR GROUP INC3.8K shares-21.56%2025-12-312026-02-13

BA BOEING CO1.2K shares-19.74%2025-12-312026-02-13

DE DEERE & CO544 shares-1.27%2025-12-312026-02-13

CBOE CBOE GLOBAL MKTS INC1.0K shares4.46%2025-12-312026-02-13

LII LENNOX INTL INC520 shares2.56%2025-12-312026-02-13

CDNS CADENCE DESIGN SYSTEM INC803 shares-10.08%2025-12-312026-02-13

WST WEST PHARMACEUTICAL SVSC INC910 shares1.34%2025-12-312026-02-13

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ET ENERGY TRANSFER L P15.1K shares-1.82%2025-12-312026-02-13

GKOS GLAUKOS CORP2.2K sharesnew addition2025-12-312026-02-13

VRSK VERISK ANALYTICS INC1.1K shares0.36%2025-12-312026-02-13

ICVT ISHARES TR2.5K sharesnew addition2025-12-312026-02-13

XYL XYLEM INC1.8K shares-5.50%2025-12-312026-02-13

EJAN INNOVATOR ETFS TRUST7.3K shares0.00%2025-12-312026-02-13

IBN ICICI BANK LIMITED8.2K shares2.82%2025-12-312026-02-13

MDB MONGODB INC583 sharesnew addition2025-12-312026-02-13

Sponsored

KAI KADANT INC856 shares0.35%2025-12-312026-02-13

TCOM TRIP COM GROUP LTD3.4K shares-6.92%2025-12-312026-02-13

IFEB INNOVATOR ETFS TRUST8.1K shares0.00%2025-12-312026-02-13

XSMO INVESCO EXCHANGE TRADED FD T3.4K shares0.24%2025-12-312026-02-13

PYPL PAYPAL HLDGS INC4.2K shares-53.17%2025-12-312026-02-13

IYH ISHARES TR3.7K shares0.00%2025-12-312026-02-13

INSM INSMED INC1.4K sharesnew addition2025-12-312026-02-13

EOG EOG RES INC2.3K shares7.37%2025-12-312026-02-13

Sponsored

EFX EQUIFAX INC1.1K shares-8.22%2025-12-312026-02-13

CL COLGATE PALMOLIVE CO3.0K shares18.55%2025-12-312026-02-13

ZBRA ZEBRA TECHNOLOGIES CORPORATI978 shares1.88%2025-12-312026-02-13

SAIA SAIA INC726 shares5.68%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available