The Analysis of Westside Investment Management, Inc.'s Holdings

Currently, Westside Investment Management, Inc. holds 1495 types of securities in its portfolio with a total value $625.1M. In the most recent quarter, they have increased their positions in XLK (+19.9K shares, valued at $2.9M), XLE (+28.8K shares, valued at $1.3M), MUB (+10.8K shares, valued at $1.2M); decreased their positions in IEFA (-114.3K shares, valued at $10.3M), ADBE (-2.9K shares, valued at $958.2K), N/A (-4.2K shares, valued at $772.1K); initiated new positions in N/A (+71.7K shares, valued at $712.1K), TMB (+17.8K shares, valued at $455.3K), N/A (+55.7K shares, valued at $409.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC84.5K shares-1.41%2025-12-312026-01-23

VYM VANGUARD HIGH155.8K shares1.14%2025-12-312026-01-23

VTI VANGUARD TOTAL57.9K shares-0.99%2025-12-312026-01-23

INVESCO QQQ INVESCO QQQ30.1K shares-1.90%2025-12-312026-01-23

TPC TUTOR PERINI226.4K shares-1.65%2025-12-312026-01-23

ALPHABET INC ALPHABET INC47.6K shares-0.28%2025-12-312026-01-23

MSFT MICROSOFT CORP27.6K shares0.37%2025-12-312026-01-23

AMZN AMAZON COM56.5K shares1.07%2025-12-312026-01-23

Sponsored

META META PLATFORMS15.4K shares1.30%2025-12-312026-01-23

ALPHABET INC ALPHABET INC31.9K shares-2.05%2025-12-312026-01-23

UBER UBER TECHNOLOGIES116.2K shares-3.40%2025-12-312026-01-23

AGG ISHARES CORE89.6K shares2.58%2025-12-312026-01-23

HROW HARROW INC181.4K shares0.99%2025-12-312026-01-23

BROADCOM INC BROADCOM INC25.2K shares-3.05%2025-12-312026-01-23

NVDA NVIDIA CORP46.1K shares1.48%2025-12-312026-01-23

VCR VANGUARD CONSUMER21.5K shares0.40%2025-12-312026-01-23

Sponsored

GLD SPDR GOLD20.7K shares-0.77%2025-12-312026-01-23

SCHWAB MUNICIPAL MONEY ULTRA SCHWAB MUNICIPAL MONEY ULTRA8.0M shares0.00%2025-12-312026-01-23

ETON ETON PHARMACEUTICALS470.9K shares-0.34%2025-12-312026-01-23

VIG VANGUARD DIVIDEND32.4K shares-1.43%2025-12-312026-01-23

PBI PITNEY BOWES618.4K shares1.78%2025-12-312026-01-23

SHOP SHOPIFY INC39.1K shares-4.17%2025-12-312026-01-23

IUSB ISHARES CORE126.8K shares0.51%2025-12-312026-01-23

XLK STATE STREET40.8K shares95.49%2025-12-312026-01-23

Sponsored

COHERENT CORP COHERENT CORP31.5K shares-11.72%2025-12-312026-01-23

FCAL FIRST TRUST106.6K shares-3.47%2025-12-312026-01-23

AVUV AVANTIS U S51.5K shares6.40%2025-12-312026-01-23

SDY STATE STREET37.5K shares4.90%2025-12-312026-01-23

XLV STATE STREET33.6K shares2.89%2025-12-312026-01-23

CGBL CAPITAL GROUP146.3K shares22.71%2025-12-312026-01-23

MUB ISHARES NATIONAL46.3K shares30.31%2025-12-312026-01-23

MU MICRON TECHNOLOGY INC16.6K shares-1.80%2025-12-312026-01-23

Sponsored

NOC NORTHROP GRUMMAN8.3K shares-1.56%2025-12-312026-01-23

MINT PIMCO EHNANCED47.1K shares-7.01%2025-12-312026-01-23

URI UNITED RENTALS5.5K shares-0.63%2025-12-312026-01-23

XLF STATE STREET78.7K shares-0.31%2025-12-312026-01-23

QQQM INVESCO NASDAQ16.5K shares-3.16%2025-12-312026-01-23

SCHWAB PRIME ADVANTAGE MONEY INVESTOR SCHWAB PRIME ADVANTAGE MONEY INVESTOR4.0M shares-9.58%2025-12-312026-01-23

QCOM QUALCOMM INC22.7K shares-1.92%2025-12-312026-01-23

ABBV ABBVIE INC16.7K shares-1.47%2025-12-312026-01-23

Sponsored

SMH VANECK SEMICONDUCTOR10.4K shares0.53%2025-12-312026-01-23

MLN VANECK LONG213.6K shares32.03%2025-12-312026-01-23

JPST JPMORGAN72.2K shares-2.55%2025-12-312026-01-23

CVS CVS HEALTH45.8K shares-3.58%2025-12-312026-01-23

BCO BRINKS COMPANY30.3K shares-0.90%2025-12-312026-01-23

IEMG ISHARES CORE52.2K shares1.48%2025-12-312026-01-23

FMB FIRST TRUST68.3K shares-0.87%2025-12-312026-01-23

VHT VANGUARD HEALTH11.7K shares0.00%2025-12-312026-01-23

Sponsored

VXUS VANGUARD TOTAL44.1K shares2.12%2025-12-312026-01-23

SMMU PIMCO SHORT64.9K shares-6.80%2025-12-312026-01-23

AMGN AMGEN INC9.9K shares-0.29%2025-12-312026-01-23

ORCL ORACLE CORP15.8K shares-2.31%2025-12-312026-01-23

IBB ISHARES BIOTECHNOLOGY18.0K shares0.49%2025-12-312026-01-23

FIXD FIRST TRUST67.6K shares8.20%2025-12-312026-01-23

SNOW SNOWFLAKE INC13.5K shares-0.64%2025-12-312026-01-23

IJR ISHARES CORE24.4K shares0.12%2025-12-312026-01-23

Sponsored

GILD GILEAD SCIENCES23.5K shares-2.24%2025-12-312026-01-23

AMD ADVANCED MICRO12.9K shares-0.22%2025-12-312026-01-23

SHY ISHARES 1-3YR33.3K shares-0.05%2025-12-312026-01-23

VB VANGUARD SMALL10.6K shares16.38%2025-12-312026-01-23

SPTM STATE STREET30.7K shares0.23%2025-12-312026-01-23

XLE STATE STREET56.1K shares105.56%2025-12-312026-01-23

SPY SPDR S&P3.6K shares3.96%2025-12-312026-01-23

LLY ELI LILLY2.3K shares-1.21%2025-12-312026-01-23

Sponsored

CMF ISHARES CALIFORNIA41.4K shares4.71%2025-12-312026-01-23

BAC BANK AMERICA43.0K shares-0.67%2025-12-312026-01-23

JPM JPMORGAN CHASE7.2K shares-1.70%2025-12-312026-01-23

VDC VANGUARD CONSUMER11.0K shares0.82%2025-12-312026-01-23

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY4.6K shares-0.52%2025-12-312026-01-23

FDN FIRST TRUST8.0K shares-2.25%2025-12-312026-01-23

FVD FIRST TRUST46.6K shares0.83%2025-12-312026-01-23

VWO VANGUARD FSTE39.8K shares0.04%2025-12-312026-01-23

Sponsored

CRWD CROWDSTRIKE HOLDINGS4.5K shares-4.10%2025-12-312026-01-23

FIDELITY ADVISOR INTERM MUNI INC I FIDELITY ADVISOR INTERM MUNI INC I202.4K shares1.47%2025-12-312026-01-23

SCHWAB MUNICIPAL MONEY INV SCHWAB MUNICIPAL MONEY INV2.0M shares49.62%2025-12-312026-01-23

XLP STATE STREET25.1K shares1.71%2025-12-312026-01-23

ITOT ISHARES CORE13.0K shares-0.09%2025-12-312026-01-23

SPLB STATE STREET85.1K shares31.45%2025-12-312026-01-23

HPE HEWLETT PACKARD77.2K shares9.29%2025-12-312026-01-23

BLACKSTONE INC BLACKSTONE INC11.9K shares0.04%2025-12-312026-01-23

Sponsored

AMAT APPLIED MATERIALS7.1K shares-0.18%2025-12-312026-01-23

TRMB TRIMBLE INC23.3K shares-0.89%2025-12-312026-01-23

INEQ COLUMBIA INTL48.1K shares1.02%2025-12-312026-01-23

FDVV FIDELITY HIGH31.5K shares13.97%2025-12-312026-01-23

DRAFTKINGS INC DRAFTKINGS INC51.6K shares10.60%2025-12-312026-01-23

MEDTRONIC PLC MEDTRONIC PLC18.3K shares-0.60%2025-12-312026-01-23

GBIL GOLDMAN SACHS17.5K shares1.42%2025-12-312026-01-23

BND VANGUARD TOTAL23.6K shares-3.64%2025-12-312026-01-23

Sponsored

CIGNA GROUP CIGNA GROUP6.2K shares16.32%2025-12-312026-01-23

SBUX STARBUCKS CORP19.0K shares18.84%2025-12-312026-01-23

MUNI PIMCO INTERMEDIATE30.4K shares-11.63%2025-12-312026-01-23

BNDX VANGUARD TOTAL33.0K shares4.38%2025-12-312026-01-23

TSLA TESLA INC3.6K shares2.35%2025-12-312026-01-23

SHM STATE STREET32.5K shares3.68%2025-12-312026-01-23

HYD VANECK HIGH30.4K shares3.53%2025-12-312026-01-23

AMERICAN FUNDS FUNDAMENTAL INVS A AMERICAN FUNDS FUNDAMENTAL INVS A16.5K shares3.30%2025-12-312026-01-23

Sponsored

FDX FEDEX CORP5.3K shares-0.68%2025-12-312026-01-23

RVTY REVVITY INC15.5K shares-0.74%2025-12-312026-01-23

UNH UNITEDHEALTH GROUP4.4K shares-9.05%2025-12-312026-01-23

LAM RESEARCH LAM RESEARCH8.3K shares0.49%2025-12-312026-01-23

ICF ISHARES SELECT23.2K shares45.72%2025-12-312026-01-23

IYW ISHARES TECHNOLOGY6.9K shares0.00%2025-12-312026-01-23

BOND PIMCO ACTIVE14.3K shares-0.14%2025-12-312026-01-23

ALERIAN MLP ALERIAN MLP28.0K shares-15.17%2025-12-312026-01-23

Sponsored

EFV ISHARES MSCI18.2K shares-2.76%2025-12-312026-01-23

CRM SALESFORCE INC4.9K shares-2.29%2025-12-312026-01-23

CGGR CAPITAL GROUP27.8K shares34.06%2025-12-312026-01-23

VNQ VANGUARD REAL14.0K shares23.91%2025-12-312026-01-23

BA BOEING COMPANY5.6K shares0.90%2025-12-312026-01-23

CSCO CISCO SYSTEMS15.8K shares-1.30%2025-12-312026-01-23

CITIGROUP INC CITIGROUP INC10.3K shares0.70%2025-12-312026-01-23

SMB VANECK SHORT68.5K shares0.90%2025-12-312026-01-23

Sponsored

ASML ASML HOLDING1.1K shares-0.72%2025-12-312026-01-23

MSI MOTOROLA SOLUTIONS3.1K shares0.00%2025-12-312026-01-23

WMT WALMART INC10.0K shares-1.73%2025-12-312026-01-23

COST COSTCO WHOLESALE1.3K shares-1.75%2025-12-312026-01-23

IDCC INTERDIGITAL INC3.5K shares-1.31%2025-12-312026-01-23

PAAA PGIM AAA21.5K shares32.88%2025-12-312026-01-23

CGDV CAPITAL GROUP25.3K shares20.66%2025-12-312026-01-23

NEAR ISHARES SHORT21.5K shares9.69%2025-12-312026-01-23

Sponsored

BABA ALIBABA GROUP7.4K shares-2.40%2025-12-312026-01-23

VGK VANGUARD FTSE12.9K shares0.91%2025-12-312026-01-23

HMOP HARTFORD MUN27.4K shares0.00%2025-12-312026-01-23

JNJ JOHNSON & JOHNSON4.9K shares-2.30%2025-12-312026-01-23

VFH VANGUARD FINANCIALS7.3K shares0.00%2025-12-312026-01-23

ITM VANECK INTERMEDIATE20.5K shares0.81%2025-12-312026-01-23

SUSA ISHARES ESG6.5K shares0.08%2025-12-312026-01-23

PLSE PULSE BIOSCIENCES66.3K shares2.93%2025-12-312026-01-23

Sponsored

STERIS PLC STERIS PLC3.5K shares-1.40%2025-12-312026-01-23

AIQ GLOBAL X17.5K shares0.00%2025-12-312026-01-23

NFLX NETFLIX INC9.6K shares1069.72%2025-12-312026-01-23

SOXX ISHARES SEMICONDUCTOR2.9K shares0.00%2025-12-312026-01-23

ALMU AELUMA INC50.3K shares51.80%2025-12-312026-01-23

AMERICAN FUNDS INCOME FUND OF AMER A AMERICAN FUNDS INCOME FUND OF AMER A32.6K shares1.35%2025-12-312026-01-23

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY3.1K shares0.00%2025-12-312026-01-23

TAXF AMERICAN CENTURY16.8K shares2.44%2025-12-312026-01-23

Sponsored

FCX FREEPORT MCMORAN16.1K shares0.63%2025-12-312026-01-23

AOR ISHARES CORE12.7K shares35.93%2025-12-312026-01-23

HTRB HARTFORD TOTAL23.6K shares4.35%2025-12-312026-01-23

LMT LOCKHEED MARTIN1.6K shares0.45%2025-12-312026-01-23

SCHWAB PRIME ADVANTAGE MONEY ULTRA SCHWAB PRIME ADVANTAGE MONEY ULTRA757.1K shares-23.30%2025-12-312026-01-23

XBI STATE STREET6.2K shares-2.36%2025-12-312026-01-23

INVESCO S&P INVESCO S&P3.9K shares25.22%2025-12-312026-01-23

FRANKLIN CA TAX FREE INCOME A1 FRANKLIN CA TAX FREE INCOME A1105.8K shares0.00%2025-12-312026-01-23

Sponsored

PUTNAM FRANKLIN PUTNAM FRANKLIN71.7K sharesnew addition2025-12-312026-01-23

PYPL PAYPAL HOLDINGS12.2K shares-15.09%2025-12-312026-01-23

CHTR CHARTER COMMUNICATIONS3.4K shares-10.64%2025-12-312026-01-23

PG PROCTER & GAMBLE4.8K shares-0.50%2025-12-312026-01-23

DLX DELUXE CORP30.6K shares-15.08%2025-12-312026-01-23

XOM EXXON MOBIL5.6K shares1.88%2025-12-312026-01-23

RTX RTX CORP3.7K shares0.74%2025-12-312026-01-23

FDLO FIDELITY LOW9.9K shares-22.97%2025-12-312026-01-23

Sponsored

XLY STATE STREET5.4K shares133.84%2025-12-312026-01-23

IVV ISHARES CORE928 shares9.31%2025-12-312026-01-23

EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32 EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32600.0K shares0.00%2025-12-312026-01-23

STATE STREET STATE STREET6.5K shares0.00%2025-12-312026-01-23

DIS WALT DISNEY5.5K shares-3.87%2025-12-312026-01-23

ROK ROCKWELL AUTOMATION1.6K shares0.31%2025-12-312026-01-23

SCHWAB TREASURY OBLIG MONEY INV SCHWAB TREASURY OBLIG MONEY INV603.7K shares-7.79%2025-12-312026-01-23

AMERICAN FUNDS CAPITAL INCOME BLDR A AMERICAN FUNDS CAPITAL INCOME BLDR A7.8K shares2.75%2025-12-312026-01-23

Sponsored

FUMB FIRST TRUST30.0K shares0.00%2025-12-312026-01-23

CAT CATERPILLAR INC1.0K shares8.21%2025-12-312026-01-23

HD HOME DEPOT1.7K shares5.69%2025-12-312026-01-23

VUG VANGUARD GROWTH1.2K shares-0.84%2025-12-312026-01-23

CGDG CAPITAL GROUP16.0K shares0.16%2025-12-312026-01-23

VTEB VANGUARD MUNICIPAL11.0K shares0.00%2025-12-312026-01-23

VGT VANGUARD INFORMATION731 shares0.00%2025-12-312026-01-23

IYY ISHARES DOW3.2K shares9.26%2025-12-312026-01-23

Sponsored

GE AEROSPACE GE AEROSPACE1.7K shares1.18%2025-12-312026-01-23

AMERICAN CENTURY INTERMTRM TX-FR BD I AMERICAN CENTURY INTERMTRM TX-FR BD I48.4K shares0.00%2025-12-312026-01-23

ETR ENTERGY CORP5.6K shares-12.22%2025-12-312026-01-23

VANGUARD CA INTERM-TERM TAX-EXEMPT ADM VANGUARD CA INTERM-TERM TAX-EXEMPT ADM45.2K shares0.00%2025-12-312026-01-23

TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26 TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26500.0K shares0.00%2025-12-312026-01-23

HP INC HP INC22.9K shares-7.46%2025-12-312026-01-23

PANW PALO ALTO2.8K shares25.03%2025-12-312026-01-23

V VISA INC1.4K shares0.07%2025-12-312026-01-23

Sponsored

TSM TAIWAN SEMICONDUCTOR1.6K shares-0.13%2025-12-312026-01-23

KO COCA COLA COMPANY7.0K shares0.94%2025-12-312026-01-23

CVX CHEVRON CORP3.2K shares-3.42%2025-12-312026-01-23

SUPER MICRO SUPER MICRO15.3K shares24.13%2025-12-312026-01-23

JEPQ JPMORGAN7.9K shares-0.19%2025-12-312026-01-23

TMB THORNBURG MULTI17.8K sharesnew addition2025-12-312026-01-23

THORNBURG INTERMEDIATE MUNICIPAL INST THORNBURG INTERMEDIATE MUNICIPAL INST34.4K shares0.00%2025-12-312026-01-23

IHYF INVESCO HIGH19.7K shares0.00%2025-12-312026-01-23

Sponsored

SPYM STATE STREET5.5K shares1.46%2025-12-312026-01-23

TLT ISHARES 20 PLUS5.1K shares-25.40%2025-12-312026-01-23

BIIB BIOGEN INC2.5K shares1.29%2025-12-312026-01-23

GRMN GARMIN LTD2.1K shares0.00%2025-12-312026-01-23

ARISTOTLE STRATEGIC INCOME I-2 ARISTOTLE STRATEGIC INCOME I-240.6K shares0.00%2025-12-312026-01-23

IGE ISHARES NORTH8.5K shares2.41%2025-12-312026-01-23

EQIN COLUMBIA TR8.9K shares16.57%2025-12-312026-01-23

IMCG ISHARES MORNINGSTAR5.3K shares0.00%2025-12-312026-01-23

Sponsored

QUAL ISHARES MSCI2.1K shares-1.09%2025-12-312026-01-23

PFE PFIZER INC16.6K shares-0.64%2025-12-312026-01-23

SPMD STATE STREET7.0K shares-2.42%2025-12-312026-01-23

ABT ABBOTT LABORATORIES3.3K shares1.67%2025-12-312026-01-23

DWS GLOBAL MACRO S DWS GLOBAL MACRO S36.1K shares0.00%2025-12-312026-01-23

PUTNAM FRANKLIN PUTNAM FRANKLIN55.7K sharesnew addition2025-12-312026-01-23

AMERICAN FUNDS TAX-EXEMPT BOND F2 AMERICAN FUNDS TAX-EXEMPT BOND F232.6K shares0.00%2025-12-312026-01-23

VO VANGUARD MID1.4K shares0.00%2025-12-312026-01-23

Sponsored

XLI STATE STREET2.5K shares2.78%2025-12-312026-01-23

SBND COLUMBIA SHORT20.6K sharesnew addition2025-12-312026-01-23

PEP PEPSICO INC2.7K shares3.15%2025-12-312026-01-23

MCD MCDONALDS CORP1.3K shares-6.32%2025-12-312026-01-23

PRU PRUDENTIAL FINANCIAL3.4K shares0.00%2025-12-312026-01-23

JEPI J P MORGAN EXCHANGE-TRADED F EQUITY6.7K shares3.09%2025-12-312026-01-23

BDX BECTON DICKINSON1.9K shares-5.62%2025-12-312026-01-23

GROWTH POOL GROWTH POOL4.5K sharesnew addition2025-12-312026-01-23

Sponsored

BMY BRISTOL MYERS6.6K shares6.93%2025-12-312026-01-23

EVLV EVOLV TECHNOLOGIES49.1K shares0.00%2025-12-312026-01-23

AXP AMERICAN EXPRESS939 shares2.96%2025-12-312026-01-23

MUST COLUMBIA MULTI16.4K shares-7.87%2025-12-312026-01-23

JAVA JPMORGAN ACTIVE VALUE ETF4.6K shares0.00%2025-12-312026-01-23

MERCK & COMPANY MERCK & COMPANY3.1K shares3.05%2025-12-312026-01-23

ATOM ATOMERA INC149.4K shares-20.49%2025-12-312026-01-23

JGRO JPMORGAN ACTIVE GROWTH ETF3.5K shares0.00%2025-12-312026-01-23

Sponsored

GS GOLDMAN SACHS364 shares3.41%2025-12-312026-01-23

CRSP CRISPR THERAPEUTICS6.1K shares1.66%2025-12-312026-01-23

XLU STATE STREET7.3K shares100.00%2025-12-312026-01-23

NKE NIKE INC4.9K shares0.57%2025-12-312026-01-23

IGM ISHARES EXPANDED2.4K shares-11.11%2025-12-312026-01-23

VANGUARD S&P VANGUARD S&P489 shares0.00%2025-12-312026-01-23

HARBOR CORE PLUS INSTITUTIONAL HARBOR CORE PLUS INSTITUTIONAL29.8K shares0.00%2025-12-312026-01-23

KANSAS CITY MO 5 31GO UTX DUE 02/01/31 KANSAS CITY MO 5 31GO UTX DUE 02/01/31270.0K shares0.00%2025-12-312026-01-23

Sponsored

IEF ISHARES 7-10YR3.1K shares0.20%2025-12-312026-01-23

AMERICAN FUNDS CAPITAL WORLD GR&INC A AMERICAN FUNDS CAPITAL WORLD GR&INC A4.0K shares9.06%2025-12-312026-01-23

SO SOUTHERN COMPANY3.3K shares0.27%2025-12-312026-01-23

WELL WELLTOWER INC1.5K shares0.00%2025-12-312026-01-23

TBIL U S TREASURY5.8K shares21.05%2025-12-312026-01-23

GEV GE VERNOVA433 shares-4.20%2025-12-312026-01-23

FIRST EAGLE GLOBAL I FIRST EAGLE GLOBAL I3.5K shares5.23%2025-12-312026-01-23

EBAY EBAY INC3.2K shares1.61%2025-12-312026-01-23

Sponsored

IBM INTL BUSINESS947 shares-17.15%2025-12-312026-01-23

AUBURN ME 4 30GO UTX DUE 11/01/30 AUBURN ME 4 30GO UTX DUE 11/01/30250.0K shares0.00%2025-12-312026-01-23

DIA SPDR DOW555 shares-5.13%2025-12-312026-01-23

LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27260.0K shares0.00%2025-12-312026-01-23

AMERICAN FUNDS AMERICAN MUTUAL A AMERICAN FUNDS AMERICAN MUTUAL A4.4K shares5.93%2025-12-312026-01-23

DEER PK TEX 4 32DB LTX DUE 03/15/32 DEER PK TEX 4 32DB LTX DUE 03/15/32250.0K shares0.00%2025-12-312026-01-23

DE DEERE & CO561 shares-2.43%2025-12-312026-01-23

DGRO ISHARES CORE3.7K shares0.08%2025-12-312026-01-23

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RDVY FIRST TRUST3.7K shares0.00%2025-12-312026-01-23

FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31240.0K shares0.00%2025-12-312026-01-23

NOW SERVICENOW INC1.7K shares473.58%2025-12-312026-01-23

CHD CHURCH & DWIGHT3.0K shares0.00%2025-12-312026-01-23

INTC INTEL CORP6.6K shares7.46%2025-12-312026-01-23

CFLT CONFLUENT INC8.2K shares-31.78%2025-12-312026-01-23

NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF2.4K shares0.00%2025-12-312026-01-23

RY ROYAL BANK1.4K shares0.00%2025-12-312026-01-23

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MA MASTERCARD INC434 shares6.63%2025-12-312026-01-23

MPC MARATHON PETROLEUM1.5K shares0.00%2025-12-312026-01-23

PPH VANECK PHARMACEUTICAL ETF2.4K shares0.00%2025-12-312026-01-23

GLW CORNING INC2.8K shares0.00%2025-12-312026-01-23

PSX PHILLIPS 661.9K shares1.25%2025-12-312026-01-23

NVO NOVO NORDISK4.6K shares63.60%2025-12-312026-01-23

F FORD MOTOR18.0K shares38.56%2025-12-312026-01-23

FMHI FIRST TRUST4.9K shares-2.00%2025-12-312026-01-23

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RIV RIVERNORTH OPPORTUNITIES20.0K shares0.00%2025-12-312026-01-23

MO ALTRIA GROUP4.0K shares2.09%2025-12-312026-01-23

VWOB VANGUARD EMERGING3.4K shares0.00%2025-12-312026-01-23

SUB ISHARES SHORT TERM NTNL MUN BND ETF2.2K shares0.00%2025-12-312026-01-23

MDY SPDR S&P380 shares-15.56%2025-12-312026-01-23

USMV ISHARES MSCI2.4K shares-0.61%2025-12-312026-01-23

COF CAPITAL ONE927 shares0.98%2025-12-312026-01-23

EFA ISHARES MSCI2.3K shares0.13%2025-12-312026-01-23

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NEE NEXTERA ENERGY2.8K shares1.75%2025-12-312026-01-23

AMERICAN FUNDS NEW PERSPECTIVE A AMERICAN FUNDS NEW PERSPECTIVE A3.2K shares5.57%2025-12-312026-01-23

MCK MCKESSON CORP272 shares3.42%2025-12-312026-01-23

NXPI NXP SEMICONDUCTORS N V F1.0K shares0.00%2025-12-312026-01-23

IEFA ISHARES TR CORE MSCI2.5K shares-97.90%2025-12-312026-01-23

VTV VANGUARD VALUE1.2K shares2.67%2025-12-312026-01-23

MSGS MADISON SQUARE849 shares0.00%2025-12-312026-01-23

AVEM AVANTIS EMERGING2.8K shares8.70%2025-12-312026-01-23

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LITE LUMENTUM HOLDINGS578 shares2.85%2025-12-312026-01-23

KZIA KAZIA THERAPEUTICS30.9K sharesnew addition2025-12-312026-01-23

WDAY WORKDAY INC984 shares0.00%2025-12-312026-01-23

LOW LOWES COMPANIES866 shares2.49%2025-12-312026-01-23

INVESCO LIMITED TERM CA MUNICIPAL Y INVESCO LIMITED TERM CA MUNICIPAL Y66.5K shares0.00%2025-12-312026-01-23

AEP AMERICAN ELECTRIC1.8K shares0.51%2025-12-312026-01-23

HARTFORD EQUITY INCOME I HARTFORD EQUITY INCOME I10.2K shares0.58%2025-12-312026-01-23

BLACKROCK CALIFORNIA MUNI OPPS INSTL BLACKROCK CALIFORNIA MUNI OPPS INSTL17.2K shares0.00%2025-12-312026-01-23

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SCHD SCHWAB US7.4K shares2.32%2025-12-312026-01-23

AMERICAN FUNDS WASHINGTON MUTUAL A AMERICAN FUNDS WASHINGTON MUTUAL A3.1K shares4.62%2025-12-312026-01-23

IYJ ISHARES U S1.4K shares-6.85%2025-12-312026-01-23

DFA US CORE EQUITY 2 I DFA US CORE EQUITY 2 I4.5K shares0.00%2025-12-312026-01-23

DBA INVESCO DB7.7K shares42.93%2025-12-312026-01-23

PLTR PALANTIR TECHNOLOGIES1.2K shares4.92%2025-12-312026-01-23

SMIZ ZACKS TR5.2K shares48.47%2025-12-312026-01-23

SWKS SKYWORKS SOLUTIONS3.1K shares0.00%2025-12-312026-01-23

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TOTL STATE STREET4.8K shares0.00%2025-12-312026-01-23

SPYG ST STRT SPDR PRTL S&P 500 GRW ETF IV1.8K shares-20.01%2025-12-312026-01-23

T AT&T INC7.7K shares-2.90%2025-12-312026-01-23

BALANCED POOL BALANCED POOL1.9K shares0.00%2025-12-312026-01-23

DFA US LARGE COMPANY I DFA US LARGE COMPANY I4.1K shares0.00%2025-12-312026-01-23

IQDG WISDOMTREE INTL QLTY DIVGWTH ETF4.4K shares0.00%2025-12-312026-01-23

DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37 DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37160.0K shares0.00%2025-12-312026-01-23

XCEM COLUMBIA EM4.7K shares1.10%2025-12-312026-01-23

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HEDJ WISDOMTREE EUROPE3.4K shares0.00%2025-12-312026-01-23

TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS2.2K shares0.00%2025-12-312026-01-23

AMERICAN FUNDS GROWTH FUND OF AMER A AMERICAN FUNDS GROWTH FUND OF AMER A2.2K shares9.55%2025-12-312026-01-23

DSI ISHARES ESG1.4K shares0.00%2025-12-312026-01-23

MDLZ MONDELEZ INTERNATIONAL3.2K shares0.72%2025-12-312026-01-23

LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28 LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28165.0K shares0.00%2025-12-312026-01-23

EATON CORP EATON CORP526 shares0.96%2025-12-312026-01-23

IWN ISHARES RUSSELL940 shares0.00%2025-12-312026-01-23

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WFC WELLS FARGO1.8K shares0.73%2025-12-312026-01-23

INMB INMUNE BIO109.0K shares5.32%2025-12-312026-01-23

TJX TJX COS1.1K shares3.59%2025-12-312026-01-23

APH AMPHENOL CORP1.2K shares1.02%2025-12-312026-01-23

ATEYY ADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS1.3K shares-27.17%2025-12-312026-01-23

ONEQ FIDELITY NASDAQ1.8K shares0.00%2025-12-312026-01-23

IWB ISHARES RUSSELL430 shares0.00%2025-12-312026-01-23

AMERICAN FUNDS SMALLCAP WORLD A AMERICAN FUNDS SMALLCAP WORLD A2.1K shares2.10%2025-12-312026-01-23

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TGT TARGET CORP1.6K shares-21.13%2025-12-312026-01-23

ARISTA NETWORKS ARISTA NETWORKS1.2K shares2.81%2025-12-312026-01-23

TEVA TEVA PHARMACEUTICAL INDS LTD5.0K shares0.00%2025-12-312026-01-23

AZN ASTRAZENECA PLC1.7K shares31.75%2025-12-312026-01-23

SCHWAB S&P 500 INDEX SCHWAB S&P 500 INDEX8.7K shares0.10%2025-12-312026-01-23

HSIC HENRY SCHEIN2.0K shares0.00%2025-12-312026-01-23

DAL DELTA AIRLINES2.2K shares0.00%2025-12-312026-01-23

ISRG INTUITIVE SURGICAL263 shares2.33%2025-12-312026-01-23

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BAIRD CORE INTERMEDIATE MUNICPL BD INSTL BAIRD CORE INTERMEDIATE MUNICPL BD INSTL14.2K shares0.00%2025-12-312026-01-23

MDYG STATE STREET1.6K shares1355.96%2025-12-312026-01-23

VLO VALERO ENERGY900 shares0.67%2025-12-312026-01-23

COP CONOCOPHILLIPS1.5K shares2.93%2025-12-312026-01-23

REX REX AMERICAN4.5K shares0.00%2025-12-312026-01-23

EOG EOG RES INC1.4K shares-50.55%2025-12-312026-01-23

ARKW ARK NEXT975 shares0.00%2025-12-312026-01-23

DFA INVESTMENT GRADE I DFA INVESTMENT GRADE I14.1K shares0.00%2025-12-312026-01-23

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AMERICAN FUNDS NEW WORLD A AMERICAN FUNDS NEW WORLD A1.5K shares2.85%2025-12-312026-01-23

PSA PUBLIC STORAGE REIT549 sharesnew addition2025-12-312026-01-23

GENERAL DYNAMICS GENERAL DYNAMICS415 shares-1.43%2025-12-312026-01-23

IJS ISHARES S&P1.2K shares0.41%2025-12-312026-01-23

SPSB STATE STREET4.6K shares1.48%2025-12-312026-01-23

ANIX ANIXA BIOSCIENCES44.0K shares25.71%2025-12-312026-01-23

TTWO TAKE-TWO INTERACTIVE538 shares2.28%2025-12-312026-01-23

BKR BAKER HUGHES3.0K shares0.00%2025-12-312026-01-23

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CFA VICTORYSHARES US1.5K shares0.00%2025-12-312026-01-23

SYK STRYKER CORP390 shares1.30%2025-12-312026-01-23

NEM NEWMONT CORP1.3K shares132.18%2025-12-312026-01-23

COIN COINBASE GLOBAL584 shares0.17%2025-12-312026-01-23

LINDE PLC LINDE PLC312 shares1.30%2025-12-312026-01-23

FIDELITY 500 INDEX FIDELITY 500 INDEX561 shares0.00%2025-12-312026-01-23

SPDW SPDR DEVELOPED3.0K shares0.00%2025-12-312026-01-23

CDNS CADENCE DESIGN427 shares1.18%2025-12-312026-01-23

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LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38 LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38120.0K shares0.00%2025-12-312026-01-23

SCHWAB TOTAL STOCK MARKET INDEX SCHWAB TOTAL STOCK MARKET INDEX8.0K shares0.00%2025-12-312026-01-23

AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36 AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36115.0K shares0.00%2025-12-312026-01-23

DUKE ENERGY DUKE ENERGY1.1K shares-0.62%2025-12-312026-01-23

DFA US LARGE CAP VALUE I DFA US LARGE CAP VALUE I2.3K shares0.00%2025-12-312026-01-23

FIDELITY ADVISOR SMALL CAP VALUE A FIDELITY ADVISOR SMALL CAP VALUE A6.7K shares0.00%2025-12-312026-01-23

ON ON SEMICONDUCTOR2.4K shares9.26%2025-12-312026-01-23

DASH DOORDASH INC568 shares2.53%2025-12-312026-01-23

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BSX BOSTON SCIENTIFIC1.3K shares0.68%2025-12-312026-01-23

TMSL T ROWE3.5K shares58.69%2025-12-312026-01-23

RISN INSPIRE CAPITAL4.3K shares0.00%2025-12-312026-01-23

FTSM FIRST TRUST2.1K shares-8.70%2025-12-312026-01-23

PWR QUANTA SERVICES292 shares0.00%2025-12-312026-01-23

T ROWE PRICE HEALTH SCIENCES T ROWE PRICE HEALTH SCIENCES1.5K shares0.00%2025-12-312026-01-23

GM GENERAL MOTORS1.5K shares0.00%2025-12-312026-01-23

UNP UNION PACIFIC CORP523 shares3.56%2025-12-312026-01-23

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SCZ ISHARES MSCI1.5K shares0.00%2025-12-312026-01-23

FIG FIGMA INC3.2K sharesnew addition2025-12-312026-01-23

FLOT ISHARES FLOATING2.4K shares0.00%2025-12-312026-01-23

SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS502 shares0.00%2025-12-312026-01-23

OGE OGE ENERGY CORP2.8K shares0.00%2025-12-312026-01-23

RNA AVIDITY BIOSCIENCES INC1.6K shares-20.96%2025-12-312026-01-23

LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34 LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34100.0K shares0.00%2025-12-312026-01-23

ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35 ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35100.0K shares0.00%2025-12-312026-01-23

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BSCT INVSC BLTSHRS 2029 CORP BND ETF6.2K shares0.00%2025-12-312026-01-23

DGRW WISDOMTREE US1.3K shares0.00%2025-12-312026-01-23

AMERICAN FUNDS INTL GR AND INC A AMERICAN FUNDS INTL GR AND INC A2.6K shares5.64%2025-12-312026-01-23

TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33 TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33100.0K shares0.00%2025-12-312026-01-23

SHG SHINHAN FINANCIAL2.1K shares3.06%2025-12-312026-01-23

UPST UPSTART HOLDINGS2.5K shares-15.25%2025-12-312026-01-23

PTLC PACER TRENDPILOT2.0K shares0.00%2025-12-312026-01-23

TRANSAMERICA INTERMEDIATE MUNI I TRANSAMERICA INTERMEDIATE MUNI I10.3K shares0.00%2025-12-312026-01-23

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HYMB STATE STREET4.4K shares0.00%2025-12-312026-01-23

LTRN LANTERN PHARMA35.9K shares0.00%2025-12-312026-01-23

HIG HARTFORD INSURANCE790 shares0.00%2025-12-312026-01-23

VAW VANGUARD MATERIALS520 shares0.19%2025-12-312026-01-23

VDE VANGUARD ENERGY842 shares0.00%2025-12-312026-01-23

BASTROP TEX 5 29DB LTX DUE 08/01/29 BASTROP TEX 5 29DB LTX DUE 08/01/29100.0K shares0.00%2025-12-312026-01-23

PHO INVESCO WATER1.5K shares0.00%2025-12-312026-01-23

SCHW SCHWAB CHARLES1.1K shares2.72%2025-12-312026-01-23

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HLT HILTON WORLDWIDE366 shares0.00%2025-12-312026-01-23

TOUCHSTONE MID CAP A TOUCHSTONE MID CAP A1.9K shares0.00%2025-12-312026-01-23

ZBH ZIMMER BIOMET1.2K shares52.60%2025-12-312026-01-23

CGIC CAPITAL GROUP3.3K sharesnew addition2025-12-312026-01-23

PAVE GLOBAL X2.2K shares0.00%2025-12-312026-01-23

DOUBLELINE TOTAL RETURN BOND I DOUBLELINE TOTAL RETURN BOND I11.7K shares0.00%2025-12-312026-01-23

BOXX EA SERIES TRUST ALPHA ARCH900 shares0.00%2025-12-312026-01-23

HON HONEYWELL INTL529 shares3.73%2025-12-312026-01-23

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TMUS T-MOBILE US514 shares-1.15%2025-12-312026-01-23

UNILEVER PLC UNILEVER PLC1.6K sharesnew addition2025-12-312026-01-23

EVRG EVERGY INC1.4K shares0.00%2025-12-312026-01-23

SCHWAB GOVERNMENT MONEY INV SCHWAB GOVERNMENT MONEY INV99.8K sharesnew addition2025-12-312026-01-23

WM WASTE MANAGEMENT451 shares5.62%2025-12-312026-01-23

UBS UBS GROUP AG F2.1K shares0.00%2025-12-312026-01-23

ITW ILLINOIS TOOL390 shares0.78%2025-12-312026-01-23

TT TRANE TECHNOLOGIES241 shares0.42%2025-12-312026-01-23

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GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL4.3K shares1.09%2025-12-312026-01-23

PM PHILIP MORRIS INTL INC598 shares-83.92%2025-12-312026-01-23

NULC NUVEEN ESG2.0K shares0.00%2025-12-312026-01-23

PLD PROLOGIS INC739 shares0.68%2025-12-312026-01-23

AFRM AFFIRM HOLDINGS1.3K shares0.00%2025-12-312026-01-23

AZO AUTOZONE INC28 shares0.00%2025-12-312026-01-23

ADBE ADOBE INC277 shares-91.21%2025-12-312026-01-23

TOTALENERGIES SE TOTALENERGIES SE1.4K sharesnew addition2025-12-312026-01-23

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OKE ONEOK INC1.2K shares0.00%2025-12-312026-01-23

TBCH TURTLE BEACH6.5K shares-50.00%2025-12-312026-01-23

JCI JOHNSON CONTROLS742 shares0.00%2025-12-312026-01-23

SOFI SOFI TECHNOLOGIES3.3K shares0.00%2025-12-312026-01-23

JPMORGAN CORE BOND I JPMORGAN CORE BOND I8.6K shares5.93%2025-12-312026-01-23

VT VANGUARD TOTAL630 shares0.00%2025-12-312026-01-23

CB CHUBB LTD285 shares1.06%2025-12-312026-01-23

TRV TRAVELERS COS306 shares8.51%2025-12-312026-01-23

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VZ VERIZON COMMUNICATIONS2.2K shares12.19%2025-12-312026-01-23

SAN BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS7.3K shares0.00%2025-12-312026-01-23

TM TOYOTA MOTOR403 shares-5.84%2025-12-312026-01-23

MTUM ISHARES MSCI346 shares0.00%2025-12-312026-01-23

SCCO SOUTHERN COPPER576 shares8.07%2025-12-312026-01-23

IJH ISHARES CORE1.3K shares-2.29%2025-12-312026-01-23

SPYD SPDR SER TR PRTFLO S&P5001.9K shares0.00%2025-12-312026-01-23

SCHA SCHWAB US2.9K shares0.00%2025-12-312026-01-23

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ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS1.1K shares0.00%2025-12-312026-01-23

XLRE STATE SRT REL EST SLCT SCTR SPDR ETF2.1K shares0.00%2025-12-312026-01-23

HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS2.6K shares-11.55%2025-12-312026-01-23

TDOC TELADOC HEALTH11.8K shares4.44%2025-12-312026-01-23

HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS1.0K shares0.00%2025-12-312026-01-23

SPYV STATE STREET1.4K shares0.00%2025-12-312026-01-23

JBL JABIL INC339 shares0.00%2025-12-312026-01-23

VRTX VERTEX PHARMACEUTICALS179 shares1.70%2025-12-312026-01-23

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SPOT SPOTIFY TECHNOLOGY139 shares1.46%2025-12-312026-01-23

ATO ATMOS ENERGY CORP477 shares7.43%2025-12-312026-01-23

DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS454 shares0.00%2025-12-312026-01-23

AMERICAN FUNDS AMCAP A AMERICAN FUNDS AMCAP A1.7K shares-1.20%2025-12-312026-01-23

AMERICAN FUNDS INVMT CO OF AMER A AMERICAN FUNDS INVMT CO OF AMER A1.3K shares8.74%2025-12-312026-01-23

PPA INVESCO AEROSPACE500 shares0.00%2025-12-312026-01-23

DFA US SMALL CAP VALUE I DFA US SMALL CAP VALUE I1.5K shares0.00%2025-12-312026-01-23

MAR MARRIOTT INTL248 shares0.00%2025-12-312026-01-23

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NPSNY NASPERS LTD FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS5.7K shares400.00%2025-12-312026-01-23

FIDELITY ADVISOR BALANCED FD A FIDELITY ADVISOR BALANCED FD A2.4K shares0.00%2025-12-312026-01-23

HCA HCA HEALTHCARE164 shares-60.29%2025-12-312026-01-23

SPGI S&P GLOBAL150 shares2.74%2025-12-312026-01-23

INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD SHS INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD SHS1.8K shares0.00%2025-12-312026-01-23

PFF ISHARES PFD2.5K shares0.00%2025-12-312026-01-23

T ROWE PRICE SMALL-CAP STOCK T ROWE PRICE SMALL-CAP STOCK1.3K shares6.89%2025-12-312026-01-23

TIP ISHARES TIPS689 shares0.00%2025-12-312026-01-23

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SONY SONY GROUP CORP FTRADES WITH DUE BILLS2.9K shares0.00%2025-12-312026-01-23

JETS U S GLOBAL2.6K shares0.00%2025-12-312026-01-23

DIAL COLUMBIA DIVERSIFIED4.0K shares0.00%2025-12-312026-01-23

IBN ICICI BANK2.4K shares5.81%2025-12-312026-01-23

GQG PARTNERS EMERGING MARKETS EQUITYINST GQG PARTNERS EMERGING MARKETS EQUITYINST4.1K shares0.00%2025-12-312026-01-23

IWD ISHARES RUSSELL344 shares0.00%2025-12-312026-01-23

EA ELECTRONIC ARTS353 shares0.86%2025-12-312026-01-23

COMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS COMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS666 shares0.00%2025-12-312026-01-23

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ACCENTURE PLC ACCENTURE PLC275 shares4.17%2025-12-312026-01-23

MFS MASSACHUSETTS INV GR STK A MFS MASSACHUSETTS INV GR STK A1.7K shares10.25%2025-12-312026-01-23

WWJD INSPIRE INTL2.0K shares0.00%2025-12-312026-01-23

DFA INTERNATIONAL CORE EQUITY 2 I DFA INTERNATIONAL CORE EQUITY 2 I3.5K shares0.00%2025-12-312026-01-23

LEN LENNAR CORP690 shares1.32%2025-12-312026-01-23

DY DYCOM INDUSTRIES210 shares0.00%2025-12-312026-01-23

VEGI ISHARES MSCI1.8K shares0.00%2025-12-312026-01-23

AXON AXON ENTERPRISE125 shares-57.63%2025-12-312026-01-23

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AMERICAN FUNDS NEW WORLD F1 AMERICAN FUNDS NEW WORLD F1746 shares4.78%2025-12-312026-01-23

CMCSA COMCAST CORP2.3K shares-20.70%2025-12-312026-01-23

MFS MID CAP VALUE A MFS MID CAP VALUE A2.3K shares0.00%2025-12-312026-01-23

CRBN ISHARES LOW300 shares0.00%2025-12-312026-01-23

ROST ROSS STORES379 shares12.13%2025-12-312026-01-23

IWF ISHARES RUSSELL145 shares0.00%2025-12-312026-01-23

IVW ISHARES S&P555 shares0.00%2025-12-312026-01-23

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NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS484 shares0.00%2025-12-312026-01-23

KB KB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS770 shares0.00%2025-12-312026-01-23

CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS2.2K shares0.00%2025-12-312026-01-23

EIS ISHARES MSCI600 shares0.00%2025-12-312026-01-23

ENB ENBRIDGE INC1.4K shares0.00%2025-12-312026-01-23

AMERICAN CENTURY INTERMTRM TX-FR BD INV AMERICAN CENTURY INTERMTRM TX-FR BD INV6.0K shares0.00%2025-12-312026-01-23

RDY DR REDDYS4.7K shares1.20%2025-12-312026-01-23

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MLI MUELLER INDS554 shares0.00%2025-12-312026-01-23

VEA VANGUARD FTSE1.0K shares0.00%2025-12-312026-01-23

REGN REGENERON PHARMACEUTICAL82 shares1.23%2025-12-312026-01-23

WHR WHIRLPOOL CORP875 shares-48.38%2025-12-312026-01-23

FIDELITY ADVISOR NEW INSIGHTS I FIDELITY ADVISOR NEW INSIGHTS I1.3K shares7.52%2025-12-312026-01-23

CHT CHUNGHWA TELECOM1.5K shares3.69%2025-12-312026-01-23

CIBR FIRST TRUST858 shares0.12%2025-12-312026-01-23

DFA EMERGING MARKETS CORE EQUITY 2 I DFA EMERGING MARKETS CORE EQUITY 2 I2.1K shares0.00%2025-12-312026-01-23

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WF WOORI FINL GROUP INC FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS1.0K shares0.00%2025-12-312026-01-23

MARVELL TECHNOLOGY MARVELL TECHNOLOGY696 shares0.00%2025-12-312026-01-23

ULTA ULTA BEAUTY100 shares0.00%2025-12-312026-01-23

T ROWE PRICE SMALL-CAP STOCK I T ROWE PRICE SMALL-CAP STOCK I1.0K shares5.98%2025-12-312026-01-23

MOO VANECK AGRIBUSINESS822 shares-5.08%2025-12-312026-01-23

EW EDWARDS LIFESCIENCES702 shares0.86%2025-12-312026-01-23

CMI CUMMINS INC116 shares0.00%2025-12-312026-01-23

PNQI INVESCO NASDAQ1.1K shares-3.51%2025-12-312026-01-23

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TMO THERMO FISHER100 shares3.09%2025-12-312026-01-23

VEU VANGUARD FTSE803 shares0.00%2025-12-312026-01-23

PGR PROGRESSIVE CORP277 shares6.54%2025-12-312026-01-23

ALLY ALLY FINL INC1.3K shares0.00%2025-12-312026-01-23

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