The Analysis of WHITTIER TRUST CO's Holdings
Currently, WHITTIER TRUST CO holds 1353 types of securities in its portfolio with a total value $9.2B. In the most recent quarter, they have increased their positions in LLY (+37.1K shares, valued at $39.5M), APH (+170.7K shares, valued at $24.1M), NOW (+139.0K shares, valued at $20.7M); decreased their positions in CMG (-915.5K shares, valued at $35.4M), IWN (-105.6K shares, valued at $19.8M), MSI (-49.7K shares, valued at $18.9M); initiated new positions in IWC (+120.5K shares, valued at $19.6M), PSQ (+135.2K shares, valued at $4.0M), N/A (+70.5K shares, valued at $3.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORP3.4M shares0.48%2025-12-312026-01-26
AAPL APPLE COMPUTER1.8M shares2.69%2025-12-312026-01-26 MSFT MICROSOFT CORP990.1K shares1.63%2025-12-312026-01-26 AMZN AMAZON.COM1.3M shares0.61%2025-12-312026-01-26 IVV ISHARES S&P 500428.0K shares0.37%2025-12-312026-01-26 SPY SPDR S&P 500425.2K shares1.52%2025-12-312026-01-26 BROADCOM INC BROADCOM INC795.0K shares2.33%2025-12-312026-01-26 JPM JP MORGAN CHASE656.8K shares1.87%2025-12-312026-01-26 LLY LILLY ELI & CO176.6K shares26.59%2025-12-312026-01-26 META META PLATFORMS INC241.6K shares2.03%2025-12-312026-01-26 V VISA INC436.0K shares4.21%2025-12-312026-01-26 IJH I SHARES S&P MID 4001.8M shares0.48%2025-12-312026-01-26 BERKSHIRE CLB BERKSHIRE CLB231.6K shares1.75%2025-12-312026-01-26 GS GOLDMAN SACHS102.3K shares1.35%2025-12-312026-01-26 TSLA TESLA MOTORS INC204.8K shares28.82%2025-12-312026-01-26 TJX TJX COMPANIES575.0K shares2.68%2025-12-312026-01-26 VEA VANGUARD FTSE INTL1.4M shares-0.85%2025-12-312026-01-26 IJR ISHARES S&PSMCAP 600695.2K shares3.38%2025-12-312026-01-26 AMAT APPLIED MATERIALS288.2K shares-12.51%2025-12-312026-01-26 RTX RAYTHEON TECHNOLOGIE427.5K shares1.02%2025-12-312026-01-26 ALPHABET INC ALPHABET INC257.9K shares1.57%2025-12-312026-01-26 MDY MIDCAP SPDR128.0K shares-0.63%2025-12-312026-01-26 TMO THERMO FISHER CORP127.7K shares6.83%2025-12-312026-01-26 IWM ISHARES RUSL 2000273.9K shares5.87%2025-12-312026-01-26 DHR DANAHER CORP292.9K shares12.18%2025-12-312026-01-26 CVX CHEVRON432.9K shares1.25%2025-12-312026-01-26 APH AMPHENOL CORP451.5K shares60.77%2025-12-312026-01-26 IEMG ISHARES EMERG-IEMG899.5K shares3.74%2025-12-312026-01-26 NET CLOUDFLARE INC312.2K shares30.89%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL104.1K shares3.97%2025-12-312026-01-26 VWO VANG EMERG MKT ETF1.1M shares0.29%2025-12-312026-01-26 MERCK & CO MERCK & CO558.0K shares3.44%2025-12-312026-01-26 HON HONEYWELL INTL293.8K shares2.31%2025-12-312026-01-26 NSC NORFOLK SOUTHN204.3K shares2.85%2025-12-312026-01-26 PM PHILIP MORRIS INTL380.3K shares2.17%2025-12-312026-01-26 COST COSTCO WHOLESALE64.6K shares1.23%2025-12-312026-01-26 URI UNITED RENTALS61.4K shares2.55%2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS IN117.8K shares36.73%2025-12-312026-01-26 ABBV ABBVIE INC237.2K shares0.67%2025-12-312026-01-26 WMT WAL MART STORES457.1K shares13.78%2025-12-312026-01-26 ABT ABBOTT LABS404.6K shares0.56%2025-12-312026-01-26 PNC PNC FINANCIAL236.2K shares3.28%2025-12-312026-01-26 MPWR MONOLITHIC44.3K shares0.12%2025-12-312026-01-26 IEFA ISHARES EAFE-IEFA459.9K shares5.14%2025-12-312026-01-26 PG PROCTER & GAMBLE294.3K shares1.36%2025-12-312026-01-26 BRK.A BERKSHIRE HATHAWAY53 shares-1.85%2025-12-312026-01-26 SPGI S&P GLOBAL INC.71.4K shares2.59%2025-12-312026-01-26 SCHW CHARLES SCHWAB370.3K shares-1.03%2025-12-312026-01-26 IWN ISHARES RUSL2000 VAL202.0K shares-34.33%2025-12-312026-01-26 VLO VALERO ENERGY212.1K shares2.76%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON184.2K shares-0.12%2025-12-312026-01-26 CW CURTISS-WRIGHT62.8K shares0.08%2025-12-312026-01-26 ORLY O'REILLY AUTOMOTIVE399.9K shares3.22%2025-12-312026-01-26 NOW SERVICENOW INC242.0K shares135.11%2025-12-312026-01-26 DIS DISNEY WALT CO311.9K shares-11.67%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIE195.2K shares52.78%2025-12-312026-01-26 CEG CONSTELLATION ENERGY98.5K shares4.03%2025-12-312026-01-26 MMC MARSH & MCLENNAN178.5K shares2.33%2025-12-312026-01-26 SUI SUN CMNTYS264.5K shares8.79%2025-12-312026-01-26 IWB ISHR RUSSELL 100085.3K shares2.09%2025-12-312026-01-26 VO VANGUARD MID - CAP106.8K shares7.77%2025-12-312026-01-26 EQT CORP COM. EQT CORP COM.587.2K shares2.31%2025-12-312026-01-26 MCK MCKESSON HBOC INC35.8K shares2.74%2025-12-312026-01-26 COP CONOCOPHILLIP302.6K shares1.34%2025-12-312026-01-26 XBI SPDR BIOTECH - XBI237.9K shares2.28%2025-12-312026-01-26 RBC RBC BEARINGS INC60.5K shares0.12%2025-12-312026-01-26 EWBC EAST WEST BANC243.9K shares-0.84%2025-12-312026-01-26 CAT CATERPILLAR INC45.5K shares-3.38%2025-12-312026-01-26 COF CAPITAL ONE103.6K shares3.50%2025-12-312026-01-26 HD HOME DEPOT72.7K shares4.97%2025-12-312026-01-26 AXP AMERICAN EXPRESS65.9K shares-2.89%2025-12-312026-01-26 VEU VGRD ALL WORLD EX-US333.5K shares-1.18%2025-12-312026-01-26 VRT VERTIV HOLDINGS CO-A142.0K shares0.07%2025-12-312026-01-26 ECL ECOLAB INC88.9K shares4.30%2025-12-312026-01-26 ORCL ORACLE SYSTEMS115.4K shares-2.55%2025-12-312026-01-26 BXP BOSTON PPTYS301.9K shares2.92%2025-12-312026-01-26 CPRT COPART INC526.2K shares-0.51%2025-12-312026-01-26 BOOT BOOT BARN HOLDINGS104.3K shares0.14%2025-12-312026-01-26 MCD MCDONALDS CORP66.2K shares-1.88%2025-12-312026-01-26 NEE NEXTERA ENERGY INC245.3K shares8.60%2025-12-312026-01-26 IWC ISHR RUSSELL MICR ID120.5K sharesnew addition2025-12-312026-01-26 U UNITY SOFTWARE INC417.5K shares0.00%2025-12-312026-01-26 TDY TELEDYNE TECH35.3K shares-0.16%2025-12-312026-01-26 XOM EXXON-MOBIL153.3K shares-1.95%2025-12-312026-01-26 BLD TOPBUILD CORP41.3K shares0.10%2025-12-312026-01-26 IWR ISHARES RUSL MIDCAP183.5K shares-0.05%2025-12-312026-01-26 MA MASTER CARD INC.31.5K shares-1.00%2025-12-312026-01-26 FICO FAIR ISSAC10.8K shares-2.96%2025-12-312026-01-26 RDNT RADNET INC219.3K shares0.21%2025-12-312026-01-26 ODFL OLD DOMINION99.7K shares-0.54%2025-12-312026-01-26 LOW LOWES COS68.3K shares-2.09%2025-12-312026-01-26 CASY CASEY'S GENE29.8K shares0.44%2025-12-312026-01-26 GGG GRACO INC195.3K shares0.11%2025-12-312026-01-26 EXP EAGLE MATERIAL76.2K shares-0.33%2025-12-312026-01-26 EFA ISHARES MSCI EAFE164.7K shares4.16%2025-12-312026-01-26 FTV FORTIVE CORP289.6K shares-19.83%2025-12-312026-01-26 AMGN AMGEN INC47.8K shares-34.18%2025-12-312026-01-26 REXR REXFORD INDUSTRIAL403.9K shares5.20%2025-12-312026-01-26 DG DOLLAR GENERAL108.2K shares-0.09%2025-12-312026-01-26 SHW SHERWIN WILLIAMS45.2K shares-2.64%2025-12-312026-01-26 SSD SIMPSON MANUFACTUR88.7K shares-0.13%2025-12-312026-01-26 SPG SIMON PPTY80.9K shares-0.08%2025-12-312026-01-26 TRV TRAVELERS52.2K shares-2.73%2025-12-312026-01-26 BRO BROWN & BROWN INC179.9K shares-0.32%2025-12-312026-01-26 DDOG DATADOG INC104.7K shares0.09%2025-12-312026-01-26 VIG VANGUARD DIV APP-VIG63.1K shares-0.10%2025-12-312026-01-26 WBS WEBSTER FINANCIAL215.0K shares3.14%2025-12-312026-01-26 KO COCA COLA CO204.4K shares11.66%2025-12-312026-01-26 BLACKROCK INC BLACKROCK INC12.4K shares-1.81%2025-12-312026-01-26 LPLA LPL FINANCIAL HLDGS36.4K shares3.47%2025-12-312026-01-26 OLLI OLLIE'S BARGAIN118.0K shares-0.16%2025-12-312026-01-26 SNOW SNOWFLAKE INC58.1K shares17351.05%2025-12-312026-01-26 PEP PEPSICO INC97.1K shares-5.86%2025-12-312026-01-26 UNH UNITED HEALTH38.5K shares-9.51%2025-12-312026-01-26 TLN TALEN ENERGY CORP34.0K shares-0.16%2025-12-312026-01-26 EMR EMERSON ELECTRIC91.1K shares-1.97%2025-12-312026-01-26 COIN COINBASE GLOBAL INC53.0K shares0.60%2025-12-312026-01-26 HLI HOULIHAN LOKEY INC70.9K shares-0.17%2025-12-312026-01-26 AXON AXON ENTERPRISE INC20.8K shares-0.16%2025-12-312026-01-26 MLM MARTIN MARIETTA20.1K shares3.53%2025-12-312026-01-26 VB VANGUARD SMALL - CAP47.8K shares-1.31%2025-12-312026-01-26 IWF ISHARES RUSL1000 GRW27.0K shares-0.77%2025-12-312026-01-26 BROS DUTCH BROS INC202.4K shares64.18%2025-12-312026-01-26 WST WEST PHARMACEUTICAL45.5K shares-0.65%2025-12-312026-01-26 CSCO CISCO SYS INC169.7K shares-3.28%2025-12-312026-01-26 BLDR BUILDERS FIRST110.7K shares-0.38%2025-12-312026-01-26 ACWX ISHARES NON-US STOCK177.3K shares3.44%2025-12-312026-01-26 GWRE GUIDEWIRE SOFTWARE63.4K shares-0.17%2025-12-312026-01-26 GEHC GE HEALTHCARE TECH135.0K shares-0.03%2025-12-312026-01-26 RLI R L I CORP192.4K shares-0.22%2025-12-312026-01-26 VV VANG LG-CAP36.5K shares-1.61%2025-12-312026-01-26 PLNT PLANET FITNESS INC-A108.7K shares0.10%2025-12-312026-01-26 CMCSA COMCAST CL A416.2K shares-1.50%2025-12-312026-01-26 AEP AMERICAN ELECT POWER96.2K shares3.22%2025-12-312026-01-26 DE DEERE & CO21.9K shares-1.55%2025-12-312026-01-26 H HYATT HOTELS63.2K shares0.09%2025-12-312026-01-26 IBM I.B.M34.9K shares5.05%2025-12-312026-01-26 CWI SPDR MSCI ACWI X US275.8K shares4.60%2025-12-312026-01-26 GLD SPDR GOLD24.6K shares3.73%2025-12-312026-01-26 PSTG PURE STORAGE INC143.1K shares0.06%2025-12-312026-01-26 VCIT VANGUARD CORP VCIT116.7K shares-1.38%2025-12-312026-01-26 WFC WELLS FARGO101.4K shares-4.85%2025-12-312026-01-26 DINO HF SINCLAIR CORP200.6K shares-0.57%2025-12-312026-01-26 TBBK BANCORP INC/THE138.2K shares0.49%2025-12-312026-01-26 SCHA SCHWB US SCAP-SCHA320.0K shares-0.65%2025-12-312026-01-26 BA BOEING CO41.0K shares-0.50%2025-12-312026-01-26 AMH AMERICAN HOMES 4 REN288.2K shares3765.92%2025-12-312026-01-26 DIA SPDR DJIA TRUST18.4K shares0.00%2025-12-312026-01-26 CFR CULLEN/FROST66.8K shares0.07%2025-12-312026-01-26 SCHM SCHWAB MID CAP-SCHM282.5K shares-0.04%2025-12-312026-01-26 IWV ISHARES RUSSELL21.4K shares12.60%2025-12-312026-01-26 GPK GRAPHIC PACKAGING525.2K shares-2.06%2025-12-312026-01-26 VBR VANGUARD SMALL36.1K shares-0.08%2025-12-312026-01-26 CRM SALESFORCE.COM29.9K shares-11.85%2025-12-312026-01-26 UNP UNION PACIFIC33.7K shares9.57%2025-12-312026-01-26 IWO ISHARES RUSL2000 GRW23.3K shares-0.05%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS30.9K shares-4.50%2025-12-312026-01-26 VANGUARD S&P VANGUARD S&P12.2K shares15.26%2025-12-312026-01-26 VYM VANGUARD HIGH DVD51.0K shares-0.09%2025-12-312026-01-26 OTTR OTTER TAIL CORP90.0K shares0.12%2025-12-312026-01-26 PR PERMIAN RESOURCES536.9K shares10.68%2025-12-312026-01-26 CBRE CB RICHARD43.5K shares0.35%2025-12-312026-01-26 LOB LIVE OAK BANCSHARES198.9K shares11.62%2025-12-312026-01-26 ELV ELEVANCE HEALTH INC19.3K shares-38.34%2025-12-312026-01-26 MDLZ MONDELEZ INTL134.4K shares-9.52%2025-12-312026-01-26 IWD ISHARES RUSL1000 VAL31.8K shares2.48%2025-12-312026-01-26 STZ CONSTELL47.1K shares0.00%2025-12-312026-01-26 EEM ISHARES EMERGNG MKTS114.3K shares9.21%2025-12-312026-01-26 TXN TEXAS INSTRUMENTS33.2K shares-4.07%2025-12-312026-01-26 AGG ISHARES AGG BONDS62.1K shares-1.55%2025-12-312026-01-26 TTAN SERVICETITAN INC CL60.7K shares11668.22%2025-12-312026-01-26 TMHC Taylor Morrison Home Corp103.9K shares10.09%2025-12-312026-01-26 WING WINGSTOP INC22.6K shares-0.24%2025-12-312026-01-26 DFIV DIMENSIONAL INTL VA119.2K shares0.00%2025-12-312026-01-26 MUSA MURPHY USA INC14.0K shares2.67%2025-12-312026-01-26 ADP AUTOMATIC DATA PROC22.4K shares-2.39%2025-12-312026-01-26 MINT PIMCO ENHANCED SHORT57.1K shares-11.06%2025-12-312026-01-26 BAC BANK OF AMERICA99.4K shares4.10%2025-12-312026-01-26 QCOM QUALCOMM INC30.7K shares-7.48%2025-12-312026-01-26 VCSH VANG ST CORP BD-VCSH69.1K shares-9.30%2025-12-312026-01-26 VNQ VANGUARD REIT59.8K shares1.36%2025-12-312026-01-26 VTI VANGUARD INDEX15.4K shares-1.71%2025-12-312026-01-26 SDY SPDR S&P DIV SDY36.8K shares-3.25%2025-12-312026-01-26 MO ALTRIA GROUP94.7K shares-0.14%2025-12-312026-01-26 XLK SECTOR SPDR TR35.5K shares88.70%2025-12-312026-01-26 GVI ISHRS INTERM GOV GVI48.4K shares-0.66%2025-12-312026-01-26 RPM RPM INTER INC48.0K shares-0.15%2025-12-312026-01-26 AWK AMERICAN WTR WORKS39.8K shares-1.53%2025-12-312026-01-26 MELI MERCADOLIBRE INC.2.3K shares-5.13%2025-12-312026-01-26 SBUX STARBUCKS CORP54.3K shares-6.83%2025-12-312026-01-26 INTU INTUIT7.4K shares-16.78%2025-12-312026-01-26 KKR-PD KKR & CO INC PFD88.2K shares61.11%2025-12-312026-01-26 VGSH VANGUARD ST GOV-VGSH80.8K shares-4.28%2025-12-312026-01-26 RBLX ROBLOX CORP -CL A62.6K shares0.00%2025-12-312026-01-26 EWY ISHARES S KOREA44.1K shares11203.85%2025-12-312026-01-26 PLD PROLOGIS INC36.8K shares-1.68%2025-12-312026-01-26 CMG CHIPOTLE MEXICAN119.3K shares-88.47%2025-12-312026-01-26 NOC NORTHROP7.5K shares2.21%2025-12-312026-01-26 AMD ADVANC MICRO DEVICE20.1K shares-5.48%2025-12-312026-01-26 GILD GILEAD SCIENCES34.8K shares-4.64%2025-12-312026-01-26 IQV IQVIA HOLDINGS INC16.8K shares-54.57%2025-12-312026-01-26 PSQ ProShares Trust135.2K sharesnew addition2025-12-312026-01-26 MSI MOTOROLA SOLUTIONS9.7K shares-83.66%2025-12-312026-01-26 EMXC ISHARES EMERG EX-CHN48.1K shares7.42%2025-12-312026-01-26 NFLX NETFLIX40.1K shares920.65%2025-12-312026-01-26 VRP INVESCO VARIABLE148.9K shares-1.14%2025-12-312026-01-26 BF.B BROWN - FORMAN138.9K shares0.00%2025-12-312026-01-26 EFV MSCI EAFE VALUE IDX48.9K shares0.48%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP6.7K shares1.41%2025-12-312026-01-26 PFE PFIZER INC138.2K shares-5.43%2025-12-312026-01-26 ESGV VANGUARD ESG US STK28.6K shares0.00%2025-12-312026-01-26 BKNG BOOKING HOLDINGS INC642 shares0.31%2025-12-312026-01-26 MS MORGAN STANLEY DEAN17.4K shares-1.09%2025-12-312026-01-26 NKE NIKE49.7K shares-8.80%2025-12-312026-01-26 KLAC KLA INSTRUMENTS2.3K shares6.45%2025-12-312026-01-26 SPSB SPDR BARC STCOR SCPB106.1K shares-2.14%2025-12-312026-01-26 WM WASTE MANAGEMENT NEW14.2K shares-0.07%2025-12-312026-01-26 SGOV iShares Trust31.0K sharesnew addition2025-12-312026-01-26 VZ VERIZON COMM77.2K shares-8.17%2025-12-312026-01-26 CMF ETF CA AMT - FREE53.9K shares0.00%2025-12-312026-01-26 NUMG NUSHARES ESG MIDCAP62.6K shares0.00%2025-12-312026-01-26 FLIN FRANKLIN FTSE INDIA79.1K shares6.11%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB55.9K shares-10.63%2025-12-312026-01-26 PH PARKER HANNIFIN3.3K shares-12.20%2025-12-312026-01-26 MMM 3M CO COM18.1K shares-5.77%2025-12-312026-01-26 CME CME GROUP INC.11.1K shares-4.64%2025-12-312026-01-26 IGSB ISHARE CORP BOND ETF56.4K shares-0.70%2025-12-312026-01-26 ITA ISHS US AERO/DEF-ITA12.8K shares-1.08%2025-12-312026-01-26 IVW ETF S&P 500 GROWTH23.3K shares29.24%2025-12-312026-01-26 VGT VANGUARD INFO TECH3.7K shares-4.97%2025-12-312026-01-26 IWS ISHARES RUSL MID VAL19.0K shares14.44%2025-12-312026-01-26 PANW PALO ALTO NETWORKS14.9K shares2.69%2025-12-312026-01-26 AJG GALLAGHER10.5K shares-3.47%2025-12-312026-01-26 WLDN WILLDAN GROUP INC23.7K shares4.51%2025-12-312026-01-26 CL COLGATE - PALMOLIVE34.4K shares-1.93%2025-12-312026-01-26 PWR QUANTA SVCS6.0K shares9.00%2025-12-312026-01-26 VUG VANGUARD GROWTH5.2K shares-4.26%2025-12-312026-01-26 MAR MARRIOT INTL INC7.9K shares-4.80%2025-12-312026-01-26 NUSC NUSHARES ESG SM CAP53.6K shares-4.49%2025-12-312026-01-26 PGR PROGRESSIVE CORP11.7K shares-75.15%2025-12-312026-01-26 CENCORA INC CENCORA INC6.9K shares-6.75%2025-12-312026-01-26 NAC NUVEEN CA MUN200.3K shares119.40%2025-12-312026-01-26 CDNS CADENCE DESIGN7.6K shares6.86%2025-12-312026-01-26 BSV VANGUARD SH - TERM30.1K shares-0.21%2025-12-312026-01-26 USMV ISHRS MSCI MIN VOL25.0K shares0.00%2025-12-312026-01-26 XLY CONSUMER DISCRETION19.3K shares98.70%2025-12-312026-01-26 CITIGROUP INC CITIGROUP INC19.0K shares-12.88%2025-12-312026-01-26 ATO ATMOS ENERGY13.7K shares-0.86%2025-12-312026-01-26 VOOG VANGUARD ADMIRAL FDS5.0K shares0.00%2025-12-312026-01-26 GPC GENUINE PARTS CO18.1K shares-0.38%2025-12-312026-01-26 AMT AMER TOWER12.8K shares-11.10%2025-12-312026-01-26 VOE VANGUARD MCAP V VOE12.2K shares21.88%2025-12-312026-01-26 VBK VANGUARD SMALL-CAP7.0K shares0.04%2025-12-312026-01-26 IVE ISHARES BARRA VALUE10.2K shares0.00%2025-12-312026-01-26 XLE ENERGY SELECT SECTOR48.0K shares135.66%2025-12-312026-01-26 SLV ISHARES SILVER29.5K shares-1.67%2025-12-312026-01-26 EOG EOG RESOURCES INC20.4K shares-15.74%2025-12-312026-01-26 PAYX PAYCHEX INC18.9K shares-5.15%2025-12-312026-01-26 PCAR PACCAR INC17.2K shares-25.88%2025-12-312026-01-26 XLC COMM SERV SELECT SEC17.1K shares14.60%2025-12-312026-01-26 IJK ISHARES MIDCAP GROWT18.7K shares0.00%2025-12-312026-01-26 GLW CORNING INC21.2K shares12.41%2025-12-312026-01-26 CIGNA CORP CIGNA CORP6.6K shares-0.72%2025-12-312026-01-26 FSLR FIRST SOLAR INC.7.0K shares0.00%2025-12-312026-01-26 KMI KINDER MORGAN / DELA68.0K shares11.43%2025-12-312026-01-26 SYK STRYKER CORP4.9K shares5.92%2025-12-312026-01-26 CARR CARRIER GLOBAL CORP33.5K shares-2.11%2025-12-312026-01-26 ABNB AIRBNB INC-CLASS A12.9K shares-17.74%2025-12-312026-01-26 SPYM SPDR PORTFOLIO S&P21.8K shares0.00%2025-12-312026-01-26 BK BONY - MELLON14.6K shares-0.59%2025-12-312026-01-26 DSI ISHR MSCI SOCIAL DSI13.5K shares-3.31%2025-12-312026-01-26 ARCC ARES CAPITAL85.4K sharesnew addition2025-12-312026-01-26 VTHR VANGRD RUS 3000-VTHR5.7K shares0.00%2025-12-312026-01-26 XLF ETF FINANCIAL30.6K shares11.91%2025-12-312026-01-26 INVH INVITATION HOMES INC60.4K shares-88.31%2025-12-312026-01-26 IJJ ISHARES S&P MID VAL12.3K shares-5.10%2025-12-312026-01-26 MU MICRON TECH4.9K shares7.91%2025-12-312026-01-26 BR BROADRIDGE FINL7.3K shares-0.89%2025-12-312026-01-26 ADBE ADOBE SYSTEMS4.8K shares-17.64%2025-12-312026-01-26 HOOD ROBINHOOD MARKETS13.1K shares3.65%2025-12-312026-01-26 UPS UNITED PARCEL15.0K shares-23.15%2025-12-312026-01-26 CTVA CORTEVA INC22.5K shares-3.49%2025-12-312026-01-26 IGIB ETF INTERMED CREDIT28.8K shares0.00%2025-12-312026-01-26 GEV GE VERNOVA INC2.3K shares3.67%2025-12-312026-01-26 XYL XYLEM INC10.9K shares0.17%2025-12-312026-01-26 XLV SPDR HEALTH CARE SEL9.8K shares4.58%2025-12-312026-01-26 TMUS T-MOBILE US INC7.8K shares27.82%2025-12-312026-01-26 TGT TARGET CORP14.5K shares-40.15%2025-12-312026-01-26 INTC INTEL CORP37.6K shares-24.40%2025-12-312026-01-26 IJT ISHARES SMCAP GROWT10.3K shares-0.09%2025-12-312026-01-26 ESML ISHARES ESG MSCI USA31.2K shares0.00%2025-12-312026-01-26 GBAB GUGGENHEIM TAXABLE100.5K shares0.00%2025-12-312026-01-26 T AT&T INC61.1K shares7.30%2025-12-312026-01-26 DVY ISHARES DJ SLCT DIVD10.2K shares0.00%2025-12-312026-01-26 IWP ISHARES RUSL MID GRW10.3K shares0.00%2025-12-312026-01-26 LNG CHENIERE ENERGY INC7.4K shares-12.11%2025-12-312026-01-26 VOT VANGUARD MID-CAP4.9K shares258.23%2025-12-312026-01-26 ZTS ZOETIS INC10.8K shares-6.33%2025-12-312026-01-26 VGIT VANGUARD INTERMEDIAT22.8K shares-1.29%2025-12-312026-01-26 NGL NGL ENERGY PARTNERS138.5K shares0.00%2025-12-312026-01-26 STIP ISHS 0-5 TIPS - STIP13.2K shares0.00%2025-12-312026-01-26 MPC MARATHON PETE CORP7.9K shares-0.69%2025-12-312026-01-26 VXUS VANGUARD INTL-VXUS17.1K shares0.74%2025-12-312026-01-26 AFL AFLAC11.7K shares-4.07%2025-12-312026-01-26 APD AIR PRODUCTS4.9K shares-6.52%2025-12-312026-01-26 TYL TYLER TECHNOLOGIES2.9K shares0.00%2025-12-312026-01-26 FDX FEDEX CORP4.1K shares-5.46%2025-12-312026-01-26 SRE SEMPRA CORP14.4K shares-2.05%2025-12-312026-01-26 VDE ETF VANGUARD EGY VDE9.8K shares0.00%2025-12-312026-01-26 DGS WISDOMTREE EM - DGS21.2K shares-9.21%2025-12-312026-01-26 VFVA VANGUARD U.S. VALUE9.0K shares0.42%2025-12-312026-01-26 IEI ISHRS 3-7 TREAS-IEI10.2K shares0.00%2025-12-312026-01-26 SMMD ISHARES RUSSELL 250015.5K shares30.22%2025-12-312026-01-26 UBER UBER TECHNOLOGIES13.9K shares9.26%2025-12-312026-01-26 HYG ISHARES HI YLD CORP14.5K shares0.00%2025-12-312026-01-26 MET METLIFE14.4K shares4.71%2025-12-312026-01-26 VHT VANGUARD HC ETF3.9K shares0.00%2025-12-312026-01-26 PCOR PROCORE TECHNOLOGIES15.5K shares0.00%2025-12-312026-01-26 TTEK TETRA TECH32.9K shares0.00%2025-12-312026-01-26 NUDM NUVEEN ESG INTL DEV30.8K shares-4.82%2025-12-312026-01-26 CMI CUMMINS ENGINE2.1K shares-22.12%2025-12-312026-01-26 CSX CSX CORP31.5K shares-70.68%2025-12-312026-01-26 BDX BECTON DICKINSON5.5K shares0.00%2025-12-312026-01-26 XLI SPDR INDUSTRIAL IDX6.9K shares-2.45%2025-12-312026-01-26 SPHQ INVESCO S&P 500 QLTY14.2K shares0.00%2025-12-312026-01-26 IDXX IDEXX1.5K shares-6.00%2025-12-312026-01-26 TDG TRANSDIGM GROUP761 shares0.00%2025-12-312026-01-26 ACWI ISHARES ACWI7.2K shares-0.50%2025-12-312026-01-26 VRSK VERISK ANALYTICS INC4.6K shares2.94%2025-12-312026-01-26 KMB KIMBERLY CLARK10.2K shares-6.07%2025-12-312026-01-26 MCO MOODYS CORP1.9K shares0.27%2025-12-312026-01-26 SHV ISHS SHRT TSY BD-SHV8.9K shares-4.81%2025-12-312026-01-26 TPL TEXAS PACIFIC LAND3.3K shares200.00%2025-12-312026-01-26 ROK ROCKWELL INTL2.3K shares-4.52%2025-12-312026-01-26 VXF VANG EXT MKT - VXF4.5K shares-1.40%2025-12-312026-01-26 NOBL PROSHS S&P500 - NOBL8.9K shares0.00%2025-12-312026-01-26 XJH ISHARES ESG SCREEN20.3K shares0.00%2025-12-312026-01-26 PSA PUBLIC STORAGE3.5K shares0.00%2025-12-312026-01-26 VGK VGRD EUROPE ETF11.0K shares0.00%2025-12-312026-01-26 ICSH ISH ULTRA SHORT-ICSH18.3K shares0.00%2025-12-312026-01-26 VRTX VERTEX PHAR2.0K shares29.42%2025-12-312026-01-26 PFFA VIRTUS INFRACAP US42.5K shares0.00%2025-12-312026-01-26 OTIS OTIS WORLDWIDE CORP10.2K shares-9.59%2025-12-312026-01-26 SPHY SPDR PORTFOLIO HIGH38.5K shares0.00%2025-12-312026-01-26 IGV ISHR S&P GSTI SFT8.7K shares2624.38%2025-12-312026-01-26 SCHE SCHWB EMKT ETY-SCHE26.6K shares0.00%2025-12-312026-01-26 WSC WILLSCOT MOBILE MINI41.9K shares-3.25%2025-12-312026-01-26 RAL RALLIANT CORP17.3K shares-15.68%2025-12-312026-01-26 SCZ ISHARES EAFE SC SCZ11.2K shares0.00%2025-12-312026-01-26 CTAS CINTAS CORP4.6K shares9.65%2025-12-312026-01-26 SYF SYNCHRONY FINANCIAL9.7K shares-10.06%2025-12-312026-01-26 KMPR KEMPER CORP DEL21.5K shares0.00%2025-12-312026-01-26 OKE ONEOK INC12.1K shares-10.93%2025-12-312026-01-26 SPTS SPDR PORT SHRT TRM29.2K shares-5.96%2025-12-312026-01-26 VCEB VANGUARD ESG US CORP13.4K shares30379.55%2025-12-312026-01-26 DELL DELL TECHNOLOGIES -C6.8K shares-19.68%2025-12-312026-01-26 WAB WABTEC CORP3.8K shares-0.05%2025-12-312026-01-26 NUEM NUVEEN ESG EMERG MKT22.2K shares0.00%2025-12-312026-01-26 PFF ISHR S&P U.S PFD STK26.2K shares-17.02%2025-12-312026-01-26 IBB ISHARE BIOTECH4.8K shares-1.07%2025-12-312026-01-26 IUSG ISHARES RUSL3000 GRW4.8K shares0.00%2025-12-312026-01-26 ITOT ISHS S&P TOT-ITOT5.3K shares0.00%2025-12-312026-01-26 EQIX EQUINIX INC1.0K shares-4.28%2025-12-312026-01-26 WMB WILLIAMS13.3K shares56.59%2025-12-312026-01-26 HLT HILTON WORLDWIDE2.7K shares-19.91%2025-12-312026-01-26 USB US BANCORP14.0K shares15.59%2025-12-312026-01-26 IUSV ISHARES RUSL3000 VAL7.5K shares0.00%2025-12-312026-01-26 ADI ANALOG DEVICES INC2.6K shares-4.38%2025-12-312026-01-26 EEMV ISH EM MIN VOL EEMV11.7K shares1.13%2025-12-312026-01-26 MUB ETF NATL MUNIS7.1K shares0.00%2025-12-312026-01-26 CNO CNO FINANCIAL GROUP17.5K shares0.00%2025-12-312026-01-26 ICE INTERCONTINENTAL EXC4.6K shares0.00%2025-12-312026-01-26 ESGE ISHS MSCI EM ESG OPT16.2K shares-2.05%2025-12-312026-01-26 ESGD ISHS TRST MSCI ESGD7.7K shares0.00%2025-12-312026-01-26 NVR NVR INC COM103 shares0.00%2025-12-312026-01-26 INDA ISHS MSCI INDIA-INDA13.7K shares0.00%2025-12-312026-01-26 IBIT ISHARES BITCOIN TR14.1K shares393.91%2025-12-312026-01-26 MNST MONSTER BEVERAGE9.6K shares0.00%2025-12-312026-01-26 VRIG INVESCO VARIABLE29.1K shares0.00%2025-12-312026-01-26 AYI ACUITY BRANDS1.9K shares0.00%2025-12-312026-01-26 PPG PPG IND INC6.7K shares1.35%2025-12-312026-01-26 GDX VANECK VCTR GOLD-GDX7.5K shares0.00%2025-12-312026-01-26 CVS CVS CORP8.5K shares-16.65%2025-12-312026-01-26 FITB FIFTH THIRD BANCORP13.7K shares38.54%2025-12-312026-01-26 SPDW SPDR PORTFOLIO14.9K shares0.00%2025-12-312026-01-26 ROP ROPER IND1.5K shares-8.91%2025-12-312026-01-26 VSS VANGUARD FTWE - VSS4.5K shares-3.47%2025-12-312026-01-26 HCA HCA HOLDINGS INC1.4K shares19.06%2025-12-312026-01-26 SPIB SPDR BCAP INTER-ITR19.6K shares-1.98%2025-12-312026-01-26 AME AMETEK3.1K shares0.00%2025-12-312026-01-26 A AGILENT TECHNOLOGY4.4K shares-25.28%2025-12-312026-01-26 IOO ISHR S&P GLBL 1005.0K shares0.00%2025-12-312026-01-26 CMS CMS ENERGY9.0K shares-4.17%2025-12-312026-01-26 WWD WOODWARD GOVERNOR CO1.9K shares0.00%2025-12-312026-01-26 GUNR FLEXSHARES GBL-GUNR13.4K shares0.00%2025-12-312026-01-26 DLR DIGITAL REALTY4.0K shares-1.04%2025-12-312026-01-26 WDFC WD-403.1K shares-62.42%2025-12-312026-01-26 J JACOBS SOLUTIONS INC4.5K shares-6.23%2025-12-312026-01-26 PSX PHILLIPS 664.5K shares0.00%2025-12-312026-01-26 VLTO VERALTO CORP6.1K shares-6.86%2025-12-312026-01-26 VAW VANGUARD MAT'S VAW2.7K shares0.07%2025-12-312026-01-26 WFC-PL WELLS FARGO CO 7.5488 shares44.81%2025-12-312026-01-26 BSX BOSTON SCIENTIFIC6.1K shares-1.49%2025-12-312026-01-26 GEM GOLDMAN SACHS13.4K shares0.00%2025-12-312026-01-26 OUNZ VAN ECK MERK GOLD13.4K shares-6.50%2025-12-312026-01-26 YUM YUM BRANDS3.8K shares-21.64%2025-12-312026-01-26 NFRA FLEXSHARES STOXX9.5K shares0.00%2025-12-312026-01-26 DVA DAVITA HEALTHCARE5.0K shares0.00%2025-12-312026-01-26 DRI DARDEN RESTAURANTS2.8K shares0.00%2025-12-312026-01-26 XLRE REAL ESTATE SELECT13.6K shares-10.55%2025-12-312026-01-26 STWD STARWOOD PROPERTY30.2K shares-81.02%2025-12-312026-01-26 EA ELECTRONIC ARTS2.7K shares1.76%2025-12-312026-01-26 SBS Companhia de Saneamento Basico do Estado22.7K sharesnew addition2025-12-312026-01-26 HII HUNTINGTON INGALLS1.5K shares0.00%2025-12-312026-01-26 SYY SYSCO CORP7.5K shares0.13%2025-12-312026-01-26 SPHD INVESCO S&P 500 HIGH11.3K shares0.00%2025-12-312026-01-26 TFC TRUIST FINANCIAL10.4K shares-6.91%2025-12-312026-01-26 VTR VENTAS INC7.0K shares-2.37%2025-12-312026-01-26 CPER UNITED STATES COPPER14.0K shares0.00%2025-12-312026-01-26 EBAY EBAY INC5.6K shares-2.53%2025-12-312026-01-26 SUSB ISHARES ESG 1-5 YEAR20.3K shares0.00%2025-12-312026-01-26 AVB AVALONBAY2.8K shares1.50%2025-12-312026-01-26 ETR ENTERGY CORP5.4K shares135.54%2025-12-312026-01-26 BKR BAKER HUGHES A GE CO10.0K shares8.56%2025-12-312026-01-26 EW EDWARDS LIFE SC5.7K shares-32.82%2025-12-312026-01-26 PAVE GLOBAL X US9.7K shares0.00%2025-12-312026-01-26 XLP SPDR CONSUMER STAP6.2K shares-3.08%2025-12-312026-01-26 AMP AMERIPRISE911 shares5.81%2025-12-312026-01-26 WELL WELLTOWER INC2.5K shares-17.31%2025-12-312026-01-26 DHI D.R. HORTON3.2K shares0.00%2025-12-312026-01-26 MTB M & T BANK2.2K shares0.00%2025-12-312026-01-26 CR CRANE CO2.3K shares0.00%2025-12-312026-01-26 AES AES CORP30.1K shares-51.04%2025-12-312026-01-26 JKHY HENRY JACK2.4K shares-7.31%2025-12-312026-01-26 VONG VANGUARD RUSSELL 1K3.6K shares0.00%2025-12-312026-01-26 DPZ DOMINO'S PIZZA INC1.1K shares-19.11%2025-12-312026-01-26 IYJ ISHS DOW INDUST IYJ2.8K shares0.00%2025-12-312026-01-26 ACM AECOM TECH4.3K shares0.00%2025-12-312026-01-26 HP INC. HP INC.19.4K shares-4.67%2025-12-312026-01-26 VMBS VANGUARD MTG-VMBS9.1K shares-6.45%2025-12-312026-01-26 MDB MONGODB INC976 shares4.27%2025-12-312026-01-26 HPE HEWLETT PACKARD ENTE17.7K shares-3.45%2025-12-312026-01-26 SNPS SYNOPSYS823 shares-14.72%2025-12-312026-01-26 LBRDK LIBERTY BROADBAND C8.5K shares0.00%2025-12-312026-01-26 ET ENERGY TRANSFER25.7K shares0.00%2025-12-312026-01-26 IJS ISHARES SMCAP VALUE3.5K shares0.00%2025-12-312026-01-26 CAH CARDINAL HEALTH INC2.0K shares0.00%2025-12-312026-01-26 SHY ISHARES 1-3 YR TREAS5.0K shares0.00%2025-12-312026-01-26 AZO AUTOZONE125 shares0.00%2025-12-312026-01-26 SUB ISHARES 0-5 YR MUNIS3.8K shares0.00%2025-12-312026-01-26 EPD ENTERPRISE12.6K shares46.68%2025-12-312026-01-26 KEYS KEYSIGHT TECH1.9K shares-28.54%2025-12-312026-01-26 ARES ARES MANAGEMENT CORP2.3K shares-3.56%2025-12-312026-01-26 XAR SPDR AERO DEF - XAR1.5K shares0.00%2025-12-312026-01-26 DFUV DIMENSIONAL US8.2K shares0.00%2025-12-312026-01-26 TLH ISHARES 10-20 YEAR3.9K shares-1.40%2025-12-312026-01-26 NUMV NUVEEN ESG MID-CAP9.8K shares0.00%2025-12-312026-01-26 HIG HARTFORD FINL2.9K shares-28.46%2025-12-312026-01-26 L LOEWS CORP3.7K shares-2.61%2025-12-312026-01-26 MLI MUELLER INDS INC3.2K shares0.00%2025-12-312026-01-26 MTRN BRUSH ENGINEERED2.8K shares0.07%2025-12-312026-01-26 FCX FREEPORT - MCMORAN6.8K shares0.00%2025-12-312026-01-26 KRC KILROY RLTY9.5K shares4.11%2025-12-312026-01-26 MGM MGM MIRAGE10.5K shares0.00%2025-12-312026-01-26 AIG AMERICAN INTL GROUP4.8K shares2.12%2025-12-312026-01-26 CFG CITIZENS FINANCIAL6.0K shares-6.95%2025-12-312026-01-26 FNDX SCHWAB FUND LARGE CA13.2K shares0.00%2025-12-312026-01-26 QQEW FST TR NDQ 100-QQEW2.5K shares0.00%2025-12-312026-01-26 OPPE WISDOMTREE EUROPE HE6.9K shares0.00%2025-12-312026-01-26 RSG REPUBLIC SERVCS INC1.7K shares-0.41%2025-12-312026-01-26 EWX SPDR EMERG SMALL CAP5.4K shares-2.62%2025-12-312026-01-26 VCR VANGUARD CONS893 shares0.00%2025-12-312026-01-26 VPL VANGUARD PAC-VPL3.8K shares0.00%2025-12-312026-01-26 OEF ISHRS S&P 100-OEF1.0K shares-1.35%2025-12-312026-01-26 NEM NEWM0NT MINING3.2K shares9.59%2025-12-312026-01-26 ROL ROLLINS INC5.9K shares0.00%2025-12-312026-01-26 PRU PRUDENTIAL FIN3.0K shares30.12%2025-12-312026-01-26 WY WEYERHAEUSER14.5K shares-16.07%2025-12-312026-01-26 BAC-PL BANKOFAMER 7.25274 shares297.10%2025-12-312026-01-26 ESGU ISHS USA ESG-ESGU2.3K 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