Plante Moran Advisors 13F annual report
Plante Moran Advisors is an investment fund managing more than $1 trillion ran by David Doyle. There are currently 813 companies in Mr. Doyle’s portfolio. The largest investments include Vanguard S&p 500 Etf and Vanguard Ftse Developed Markets Etf, together worth $586 billion.
Limited to 30 biggest holdings
$1 trillion Assets Under Management (AUM)
As of 5th August 2024, Plante Moran Advisors’s top holding is 998,145 shares of Vanguard S&p 500 Etf currently worth over $499 billion and making up 49.9% of the portfolio value.
In addition, the fund holds 1,754,451 shares of Vanguard Ftse Developed Markets Etf worth $86.7 billion.
The third-largest holding is Vanguard Extended Market Etf worth $77.2 billion and the next is Ishares National Muni Bond Etf worth $42.4 billion, with 398,052 shares owned.
Currently, Plante Moran Advisors's portfolio is worth at least $1 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Plante Moran Advisors
The Plante Moran Advisors office and employees reside in Southfield, Michigan. According to the last 13-F report filed with the SEC, David Doyle serves as the Chief Compliance Officer at Plante Moran Advisors.
Recent trades
In the most recent 13F filing, Plante Moran Advisors revealed that it had opened a new position in
Public Storage Oper Co Com and bought 541 shares worth $156 million.
The investment fund also strengthened its position in Vanguard S&p 500 Etf by buying
79,256 additional shares.
This makes their stake in Vanguard S&p 500 Etf total 998,145 shares worth $499 billion.
On the other hand, there are companies that Plante Moran Advisors is getting rid of from its portfolio.
Plante Moran Advisors closed its position in Credit Suisse X-links Crude Oil Shares Covered Call Etn on 12th August 2024.
It sold the previously owned 1,200 shares for $92.6 million.
David Doyle also disclosed a decreased stake in Vanguard Ftse Developed Markets Etf by approximately 0.1%.
This leaves the value of the investment at $86.7 billion and 1,754,451 shares.
One of the average hedge funds
The two most similar investment funds to Plante Moran Advisors are Onex Canada Asset Management and Bangor Savings Bank. They manage $1 trillion and $999 billion respectively.
David Doyle investment strategy
Plante Moran Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 2.8% of
the total portfolio value.
The fund focuses on investments in the United States as
22.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
17% of the total holdings value.
On the other hand, small-cap stocks make up only 4.1% of the portfolio.
The average market cap of the portfolio companies is close to $59.9 billion.
The complete list of Plante Moran Advisors trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard S&p 500 Etf |
8.63%
998,145
|
$499,202,321,000 | 49.91% |
| Vanguard Ftse Developed Markets Etf |
9.56%
1,754,451
|
$86,704,949,000 | 8.67% |
| Vanguard Extended Market Etf |
38.52%
457,576
|
$77,234,175,000 | 7.72% |
| Ishares National Muni Bond Etf |
6.30%
398,052
|
$42,412,419,000 | 4.24% |
| Vanguard Large-cap Etf |
0.42%
167,279
|
$41,756,098,000 | 4.18% |
| Apple Inc |
6.49%
98,420
|
$20,729,295,000 | 2.07% |
| Spdr S&p 500 Etf Trust |
1.53%
30,463
|
$16,578,733,000 | 1.66% |
| Spdr Portfolio Developed World Ex-us Etf |
12.48%
441,433
|
$15,485,475,000 | 1.55% |
| Vanguard Small Cap Value Etf |
0.62%
82,495
|
$15,056,945,000 | 1.51% |
| Microsoft Corp Com |
3.05%
26,371
|
$11,786,481,000 | 1.18% |
| Ishares Core S&p 500 Etf |
2.97%
15,627
|
$8,551,674,000 | 0.86% |
| Pepsico Inc Com |
0.16%
49,581
|
$8,177,313,000 | 0.82% |
| Berkshire Hathaway Inc Del Cl B New |
1.34%
14,223
|
$5,785,916,000 | 0.58% |
| Nvidia Corporation Com |
867.85%
42,479
|
$5,247,864,000 | 0.52% |
| Amazon.com Inc. |
10.97%
23,055
|
$4,455,379,000 | 0.45% |
| Vanguard Total Stock Market Etf |
1.73%
15,886
|
$4,249,624,000 | 0.42% |
| Vanguard Growth Etf |
0.53%
9,671
|
$3,617,051,000 | 0.36% |
| Alphabet Inc Cap Stk Cl A |
11.21%
18,786
|
$3,421,939,000 | 0.34% |
| Schwab U.s. Mid-cap Etf |
1.54%
40,968
|
$3,188,564,000 | 0.32% |
| Stryker Corporation Com |
0.61%
9,179
|
$3,123,087,000 | 0.31% |
| Jpmorgan Chase & Co. Com |
3.22%
15,204
|
$3,075,132,000 | 0.31% |
| Exxon Mobil Corp Com |
3.41%
23,225
|
$2,673,615,000 | 0.27% |
| Alphabet Inc Cap Stk Cl C |
6.08%
14,400
|
$2,641,289,000 | 0.26% |
| Mcdonalds Corp Com |
0.92%
9,630
|
$2,454,076,000 | 0.25% |
| Procter And Gamble Co Com |
4.32%
14,162
|
$2,335,576,000 | 0.23% |
| Gentex Corp Com |
No change
68,800
|
$2,319,248,000 | 0.23% |
| AMGEN Inc. |
0.19%
7,244
|
$2,263,388,000 | 0.23% |
| Johnson & Johnson Com |
12.53%
15,448
|
$2,257,863,000 | 0.23% |
| Ishares Russell 1000 Growth Etf |
7.49%
6,114
|
$2,228,614,000 | 0.22% |
| Abbvie Inc |
0.95%
11,448
|
$1,963,502,000 | 0.20% |
| Meta Platforms Inc |
43.73%
3,665
|
$1,848,005,000 | 0.18% |
| Berkshire Hathaway Inc. |
No change
3
|
$1,836,723,000 | 0.18% |
| Merck & Co Inc |
0.71%
14,280
|
$1,767,903,000 | 0.18% |
| Visa Inc |
77.94%
6,680
|
$1,753,389,000 | 0.18% |
| Chevron Corp New Com |
0.56%
10,245
|
$1,602,457,000 | 0.16% |
| Dte Energy Co Com |
5.64%
13,476
|
$1,495,918,000 | 0.15% |
| Eli Lilly & Co Com |
6.82%
1,645
|
$1,489,234,000 | 0.15% |
| Ishares Msci Eafe Etf |
17.50%
18,768
|
$1,470,120,000 | 0.15% |
| Invesco Qqq Trust Series I |
27.46%
2,813
|
$1,347,736,000 | 0.13% |
| Home Depot, Inc. |
2.53%
3,803
|
$1,309,031,000 | 0.13% |
| Costco Whsl Corp New Com |
0.90%
1,464
|
$1,244,519,000 | 0.12% |
| Unitedhealth Group Inc |
1.83%
2,443
|
$1,244,101,000 | 0.12% |
| Abbott Labs Com |
2.23%
11,804
|
$1,226,536,000 | 0.12% |
| Invesco Ftse Rafi Us 1000 Etf |
No change
29,920
|
$1,135,464,000 | 0.11% |
| Oracle Corp Com |
2.76%
7,719
|
$1,089,923,000 | 0.11% |
| Vanguard Small-cap Growth Etf |
1.01%
4,323
|
$1,081,312,000 | 0.11% |
| Technology Select Sector Spdr Fund |
15.39%
4,459
|
$1,008,656,000 | 0.10% |
| Ishares Core S&p Small Cap Etf |
17.45%
8,628
|
$920,262,000 | 0.09% |
| International Business Machs Com |
No change
5,293
|
$915,382,000 | 0.09% |
| Spdr Portfolio S&p 500 Growth Etf |
3.78%
11,253
|
$901,703,000 | 0.09% |
| SPDR S&P MIDCAP 400 ETF Trust |
12.92%
1,661
|
$888,634,000 | 0.09% |
| Ishares Russell 1000 Value Etf |
24.88%
4,952
|
$863,901,000 | 0.09% |
| Ishares S&p 500 Value Etf |
12.93%
4,355
|
$792,654,000 | 0.08% |
| Ishares Russell Midcap Etf |
35.21%
9,667
|
$783,800,000 | 0.08% |
| Comerica, Inc. |
203.35%
14,752
|
$752,942,000 | 0.08% |
| Danaher Corporation Com |
0.27%
2,969
|
$741,805,000 | 0.07% |
| Applied Matls Inc Com |
2.11%
3,092
|
$729,681,000 | 0.07% |
| Dimensional U.s. Targeted Value Etf |
No change
13,986
|
$725,430,000 | 0.07% |
| Mondelez International Inc. |
1.94%
11,077
|
$724,879,000 | 0.07% |
| Ishares Core S&p Mid-cap Etf |
7.09%
12,255
|
$717,163,000 | 0.07% |
| Flexshares Morningstar Us Market Factor Tilt Index Fund |
No change
3,538
|
$707,069,000 | 0.07% |
| Disney Walt Co Com |
23.44%
7,067
|
$701,683,000 | 0.07% |
| Dimensional Us Marketwide Value Etf |
No change
17,487
|
$686,714,000 | 0.07% |
| Ishares Core U.s. Aggregate Bond Etf |
13.57%
7,066
|
$685,933,000 | 0.07% |
| NextEra Energy Inc |
8.55%
9,652
|
$683,458,000 | 0.07% |
| Broadcom Inc |
39.47%
414
|
$664,826,000 | 0.07% |
| Marriott Intl Inc New Cl A |
0.15%
2,726
|
$658,991,000 | 0.07% |
| Toronto Dominion Bk Ont Com New |
No change
11,578
|
$636,327,000 | 0.06% |
| Ishares Core S&p Total U.s. Stock Market Etf |
13.55%
5,053
|
$600,195,000 | 0.06% |
| Automatic Data Processing Inc. |
4.83%
2,501
|
$597,047,000 | 0.06% |
| Brown-Forman Corporation |
No change
13,404
|
$591,519,000 | 0.06% |
| Brown-Forman Corporation |
4.26%
13,647
|
$589,414,000 | 0.06% |
| Vanguard Dividend Appreciation Etf |
2.85%
3,174
|
$579,369,000 | 0.06% |
| Philip Morris Intl Inc Com |
No change
5,708
|
$578,392,000 | 0.06% |
| Aon Plc Shs Cl A |
No change
1,934
|
$567,707,000 | 0.06% |
| Vanguard Information Technology Etf |
56.39%
979
|
$564,240,000 | 0.06% |
| 3m Co Com |
3.43%
5,468
|
$558,771,000 | 0.06% |
| Schwab U.s. Large-cap Growth Etf |
37.11%
5,394
|
$543,921,000 | 0.05% |
| Cms Energy Corp Com |
No change
8,911
|
$530,462,000 | 0.05% |
| Ishares Russell 2000 Etf |
16.18%
2,560
|
$519,398,000 | 0.05% |
| Schwab Charles Corp Com |
No change
7,024
|
$517,622,000 | 0.05% |
| Spdr Portfolio S&p 500 Etf |
2.74%
7,210
|
$461,440,000 | 0.05% |
| Ishares S&p 500 Growth Etf |
28.24%
4,957
|
$458,721,000 | 0.05% |
| Ishares Russell 1000 Etf |
No change
1,534
|
$456,426,000 | 0.05% |
| Broadridge Finl Solutions Inc Com |
No change
2,301
|
$453,393,000 | 0.05% |
| iShares S&P Small-Cap 600 Growth ETF |
3.10%
3,499
|
$449,377,000 | 0.04% |
| Schwab U.s. Large-cap Etf |
0.66%
6,878
|
$441,912,000 | 0.04% |
| Vanguard Mid-cap Growth Etf |
1.40%
1,904
|
$437,082,000 | 0.04% |
| Vanguard High Dividend Yield Index Etf |
10.58%
3,595
|
$426,367,000 | 0.04% |
| Honeywell Intl Inc Com |
7.10%
1,977
|
$422,074,000 | 0.04% |
| Spdr S&p Dividend Etf |
4.26%
3,281
|
$417,278,000 | 0.04% |
| Arm Holdings Plc Sponsored Ads |
No change
2,500
|
$409,050,000 | 0.04% |
| Travelers Companies Inc. |
1.03%
2,009
|
$408,510,000 | 0.04% |
| Illinois Tool Wks Inc Com |
0.69%
1,721
|
$407,808,000 | 0.04% |
| Wells Fargo Co New Com |
No change
6,722
|
$399,230,000 | 0.04% |
| Vanguard Mid-cap Etf |
12.23%
1,636
|
$396,076,000 | 0.04% |
| Spdr Gold Shares |
32.12%
1,841
|
$395,833,000 | 0.04% |
| Tjx Cos Inc New Com |
20.02%
3,591
|
$395,369,000 | 0.04% |
| First Solar Inc |
2.34%
1,746
|
$393,653,000 | 0.04% |
| Conocophillips Com |
1.44%
3,412
|
$390,297,000 | 0.04% |
| Boeing Co Com |
4.86%
2,116
|
$385,210,000 | 0.04% |
| Olo Inc Cl A |
No change
85,284
|
$376,955,000 | 0.04% |
| Leidos Holdings Inc |
5.81%
2,528
|
$368,785,000 | 0.04% |
| Invesco S&p 500 Pure Growth Etf |
No change
9,750
|
$363,285,000 | 0.04% |
| Vanguard Value Etf |
0.98%
2,223
|
$356,515,000 | 0.04% |
| Caterpillar Inc. |
10.42%
1,060
|
$353,086,000 | 0.04% |
| Vanguard Small-cap Etf |
2.02%
1,617
|
$352,571,000 | 0.04% |
| Union Pac Corp Com |
0.72%
1,540
|
$348,440,000 | 0.03% |
| Mastercard Incorporated |
16.27%
786
|
$346,826,000 | 0.03% |
| Enterprise Prods Partners L P Com |
No change
11,798
|
$341,906,000 | 0.03% |
| Marsh & McLennan Cos., Inc. |
0.62%
1,611
|
$339,487,000 | 0.03% |
| Cisco Sys Inc Com |
4.06%
7,095
|
$337,064,000 | 0.03% |
| Rtx Corporation Com |
No change
3,328
|
$334,098,000 | 0.03% |
| Eaton Corp Plc Shs |
No change
1,059
|
$331,904,000 | 0.03% |
| Tesla Inc |
20.07%
1,673
|
$331,053,000 | 0.03% |
| Ford Mtr Co Del Com |
31.38%
26,185
|
$328,362,000 | 0.03% |
| Norfolk Southn Corp Com |
No change
1,524
|
$327,099,000 | 0.03% |
| Emerson Elec Co Com |
No change
2,925
|
$322,218,000 | 0.03% |
| Southern Co Com |
2.06%
4,136
|
$320,830,000 | 0.03% |
| Vanguard Mid-cap Value Etf |
4.57%
2,128
|
$320,115,000 | 0.03% |
| Dt Midstream Inc Common Stock |
No change
4,456
|
$316,495,000 | 0.03% |
| Walmart Inc |
3.86%
4,632
|
$313,661,000 | 0.03% |
| American Express Co Com |
3.04%
1,340
|
$310,277,000 | 0.03% |
| iShares Select Dividend ETF |
No change
2,524
|
$305,354,000 | 0.03% |
| Ishares Gold Trust |
3.96%
6,920
|
$303,996,000 | 0.03% |
| Ishares Msci Eafe Value Etf |
1.08%
5,635
|
$298,880,000 | 0.03% |
| Coca Cola Co Com |
0.58%
4,678
|
$297,755,000 | 0.03% |
| CME Group Inc |
555.56%
1,475
|
$289,985,000 | 0.03% |
| Ishares Msci Usa Quality Factor Etf |
171.15%
1,692
|
$288,972,000 | 0.03% |
| Adobe Inc |
2.99%
519
|
$288,524,000 | 0.03% |
| Ishares Esg Aware Msci Eafe Etf |
27.28%
3,646
|
$287,220,000 | 0.03% |
| Health Care Select Sector Spdr Fund |
4.08%
1,964
|
$286,253,000 | 0.03% |
| Ishares Core Msci Eafe Etf |
10.31%
3,940
|
$286,202,000 | 0.03% |
| Vanguard Ftse All-world Ex-us Index Fund |
10.19%
4,879
|
$286,102,000 | 0.03% |
| Vanguard Total World Stock Etf |
14.10%
2,533
|
$285,253,000 | 0.03% |
| Archer Daniels Midland Co Com |
No change
4,717
|
$285,143,000 | 0.03% |
| Dimensional U.s. Core Equity 2 Etf |
43.91%
8,764
|
$282,550,000 | 0.03% |
| R1 RCM Inc. |
No change
22,002
|
$276,345,000 | 0.03% |
| Ishares S&p Mid-cap 400 Growth Etf |
2.23%
3,113
|
$274,286,000 | 0.03% |
| Pfizer Inc. |
14.56%
9,697
|
$271,315,000 | 0.03% |
| Schwab Us Dividend Equity Etf |
76.74%
3,480
|
$270,574,000 | 0.03% |
| Alnylam Pharmaceuticals Inc |
No change
1,100
|
$267,300,000 | 0.03% |
| Intel Corp Com |
13.25%
8,546
|
$264,656,000 | 0.03% |
| Ishares Russell 3000 Etf |
40.99%
853
|
$263,296,000 | 0.03% |
| Jacobs Solutions Inc |
No change
1,876
|
$262,096,000 | 0.03% |
| Edwards Lifesciences Corp Com |
No change
2,808
|
$259,375,000 | 0.03% |
| First Trust Global Tactical Commodity Strategy Fund |
No change
10,831
|
$258,969,000 | 0.03% |
| First Trust Large Cap Core AlphaDEX Fund |
No change
2,669
|
$258,866,000 | 0.03% |
| First Trust Managed Municipal ETF |
10.37%
5,045
|
$257,598,000 | 0.03% |
| Clorox Co Del Com |
No change
1,872
|
$255,472,000 | 0.03% |
| Dover Corp Com |
No change
1,395
|
$251,728,000 | 0.03% |
| Ishares Russell Mid-cap Value Etf |
8.67%
2,068
|
$249,695,000 | 0.02% |
| Gilead Sciences, Inc. |
No change
3,624
|
$248,643,000 | 0.02% |
| iShares Morningstar Mid-Cap Value ETF |
4.64%
3,453
|
$242,539,000 | 0.02% |
| Topbuild Corp Com |
No change
629
|
$242,335,000 | 0.02% |
| Consumer Discretionary Select Sector Spdr Fund |
4.44%
1,314
|
$239,674,000 | 0.02% |
| Ge Aerospace Com New |
0.53%
1,497
|
$237,978,000 | 0.02% |
| Bank America Corp Com |
41.39%
5,906
|
$234,887,000 | 0.02% |
| Intuit Com |
1.74%
350
|
$230,024,000 | 0.02% |
| Grainger W W Inc Com |
No change
250
|
$225,560,000 | 0.02% |
| Ameren Corp Com |
No change
3,150
|
$223,997,000 | 0.02% |
| Cvs Health Corp Com |
4.28%
3,778
|
$223,129,000 | 0.02% |
| ServiceNow Inc |
No change
280
|
$220,268,000 | 0.02% |
| Trane Technologies Plc Shs |
No change
664
|
$218,410,000 | 0.02% |
| Cambridge Bancorp Com |
No change
3,165
|
$218,385,000 | 0.02% |
| Starbucks Corp Com |
59.42%
2,793
|
$217,437,000 | 0.02% |
| Vanguard Health Care Etf |
21.49%
811
|
$215,726,000 | 0.02% |
| Schwab U.s. Broad Market Etf |
4.42%
3,398
|
$213,652,000 | 0.02% |
| Ishares U.s. Technology Etf |
20.73%
1,398
|
$210,399,000 | 0.02% |
| Ishares Core Dividend Growth Etf |
13.98%
3,635
|
$209,412,000 | 0.02% |
| Diamondback Energy Inc |
No change
1,026
|
$205,434,000 | 0.02% |
| Ishares U.s. Healthcare Etf |
No change
3,335
|
$204,335,000 | 0.02% |
| Ishares Msci Eafe Growth Etf |
14.13%
1,981
|
$202,656,000 | 0.02% |
| iShares Morningstar Mid-Cap ETF |
0.10%
2,887
|
$202,354,000 | 0.02% |
| Parker-hannifin Corp Com |
1.53%
398
|
$201,312,000 | 0.02% |
| Proassurance Corp Com |
No change
16,375
|
$200,103,000 | 0.02% |
| Credit Accep Corp Mich Com |
No change
387
|
$199,181,000 | 0.02% |
| Deere & Co Com |
4.76%
528
|
$197,277,000 | 0.02% |
| Fortinet Inc |
No change
3,205
|
$193,165,000 | 0.02% |
| Fidelity Nasdaq Composite Index Etf |
No change
2,700
|
$188,811,000 | 0.02% |
| Rpm Intl Inc Com |
No change
1,722
|
$185,392,000 | 0.02% |
| Yum Brands Inc. |
No change
1,363
|
$180,598,000 | 0.02% |
| Schwab Fundamental U.s. Large Company Etf |
4.12%
2,562
|
$171,603,000 | 0.02% |
| Ishares Russell 2000 Value Etf |
0.18%
1,123
|
$171,033,000 | 0.02% |
| Kellanova Com |
No change
2,935
|
$169,278,000 | 0.02% |
| Corning, Inc. |
No change
4,280
|
$166,278,000 | 0.02% |
| DuPont de Nemours Inc |
No change
2,040
|
$164,200,000 | 0.02% |
| Dennys Corp Com |
No change
23,052
|
$163,669,000 | 0.02% |
| Comcast Corp New Cl A |
62.39%
4,175
|
$163,494,000 | 0.02% |
| Allstate Corp Com |
9.90%
1,021
|
$162,935,000 | 0.02% |
| Kla Corp Com New |
No change
196
|
$161,604,000 | 0.02% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
1.75%
899
|
$156,255,000 | 0.02% |
| Public Storage Oper Co Com |
Opened
541
|
$155,619,000 | 0.02% |
| Casella Waste Sys Inc Cl A |
No change
1,549
|
$153,692,000 | 0.02% |
| Oneok Inc New Com |
No change
1,861
|
$151,773,000 | 0.02% |
| Delta Air Lines Inc Del Com New |
14.44%
3,170
|
$150,385,000 | 0.02% |
| Millerknoll Inc Com |
No change
5,652
|
$149,721,000 | 0.01% |
| Schwab Fundamental International Equity Etf |
13.13%
4,213
|
$147,574,000 | 0.01% |
| Darden Restaurants, Inc. |
No change
971
|
$146,932,000 | 0.01% |
| Huntington Bancshares, Inc. |
3.74%
11,121
|
$146,576,000 | 0.01% |
| Intuitive Surgical Inc Com New |
3.81%
327
|
$145,466,000 | 0.01% |
| Ishares S&p Small-cap 600 Value Etf |
8.00%
1,494
|
$145,321,000 | 0.01% |
| Invesco S&p 500 Low Volatility Etf |
No change
2,198
|
$142,760,000 | 0.01% |
| Canadian Natl Ry Co Com |
No change
1,190
|
$140,575,000 | 0.01% |
| Mgm Resorts International Com |
No change
3,152
|
$140,075,000 | 0.01% |
| United Parcel Service, Inc. |
4.76%
1,000
|
$136,850,000 | 0.01% |
| Andersons Inc. |
No change
2,750
|
$136,400,000 | 0.01% |
| Aflac Inc. |
No change
1,523
|
$136,031,000 | 0.01% |
| Netflix Inc. |
No change
201
|
$135,651,000 | 0.01% |
| General Mtrs Co Com |
No change
2,877
|
$133,665,000 | 0.01% |
| Schwab International Equity Etf |
123.16%
3,450
|
$132,549,000 | 0.01% |
| Nucor Corp Com |
No change
824
|
$130,258,000 | 0.01% |
| Fifth Third Bancorp Com |
38.14%
3,518
|
$128,380,000 | 0.01% |
| General Dynamics Corp Com |
7.35%
441
|
$127,952,000 | 0.01% |
| Cincinnati Finl Corp Com |
No change
1,075
|
$126,958,000 | 0.01% |
| Spdr Dow Jones Industrial Average Etf Trust |
No change
322
|
$125,944,000 | 0.01% |
| Corteva Inc |
No change
2,315
|
$124,871,000 | 0.01% |
| Heico Corp New Com |
2.77%
557
|
$124,481,000 | 0.01% |
| Target Corp Com |
No change
832
|
$123,169,000 | 0.01% |
| Nike, Inc. |
1.34%
1,614
|
$121,658,000 | 0.01% |
| Sony Group Corp Sponsored Adr |
No change
1,415
|
$120,204,000 | 0.01% |
| Analog Devices Inc. |
0.38%
525
|
$119,837,000 | 0.01% |
| Dow Inc |
1.12%
2,255
|
$119,628,000 | 0.01% |
| Salesforce Inc |
16.58%
464
|
$119,294,000 | 0.01% |
| Ishares S&p 100 Etf |
No change
451
|
$119,170,000 | 0.01% |
| Communication Services Select Sector Spdr Fund |
No change
1,364
|
$116,840,000 | 0.01% |
| NBT Bancorp. Inc. |
No change
2,991
|
$115,453,000 | 0.01% |
| Colgate Palmolive Co Com |
No change
1,184
|
$114,910,000 | 0.01% |
| Stellar Bancorp Inc Com |
No change
4,975
|
$114,226,000 | 0.01% |
| Eaton Vance Tax-managed Global Com |
No change
13,417
|
$113,374,000 | 0.01% |
| Ecolab, Inc. |
No change
475
|
$113,050,000 | 0.01% |
| Schwab U.s. Small-cap Etf |
128.17%
2,373
|
$112,599,000 | 0.01% |
| Neogen Corp Com |
6.45%
7,198
|
$112,505,000 | 0.01% |
| Texas Instrs Inc Com |
4.54%
576
|
$112,049,000 | 0.01% |
| Duke Energy Corp New Com New |
12.40%
1,115
|
$111,711,000 | 0.01% |
| L3Harris Technologies Inc |
No change
484
|
$108,697,000 | 0.01% |
| Spdr Portfolio Msci Global Stock Market Etf |
No change
1,753
|
$106,547,000 | 0.01% |
| Verizon Communications Inc |
45.06%
2,556
|
$105,408,000 | 0.01% |
| Altria Group Inc. |
No change
2,287
|
$104,180,000 | 0.01% |
| Waste Mgmt Inc Del Com |
No change
486
|
$103,683,000 | 0.01% |
| Csx Corp Com |
2.14%
3,063
|
$102,457,000 | 0.01% |
| Capital Group Growth Etf |
61.79%
3,068
|
$100,907,000 | 0.01% |
| Occidental Pete Corp Com |
60.00%
1,600
|
$100,848,000 | 0.01% |
| iShares MSCI Emerging Markets ex China ETF |
3,517.02%
1,700
|
$100,640,000 | 0.01% |
| Vanguard Total International Stock Etf |
30.12%
1,654
|
$99,756,000 | 0.01% |
| Heico Corp. |
2.76%
559
|
$99,233,000 | 0.01% |
| Republic Svcs Inc Com |
No change
501
|
$97,364,000 | 0.01% |
| Sysco Corp Com |
9.86%
1,362
|
$97,233,000 | 0.01% |
| Lululemon Athletica inc. |
No change
325
|
$97,078,000 | 0.01% |
| Genuine Parts Co Com |
No change
700
|
$96,824,000 | 0.01% |
| Qualcomm, Inc. |
No change
477
|
$95,009,000 | 0.01% |
| Goldman Sachs Activebeta U.s. Large Cap Equity Etf |
0.34%
884
|
$94,493,000 | 0.01% |
| Medtronic Plc Shs |
2.58%
1,194
|
$93,980,000 | 0.01% |
| Hubbell Inc. |
No change
255
|
$93,197,000 | 0.01% |
| Blackrock Inc. |
7.09%
118
|
$92,904,000 | 0.01% |
| Motorola Solutions Inc Com New |
61.07%
240
|
$92,652,000 | 0.01% |
| Credit Suisse X-links Crude Oil Shares Covered Call Etn |
Closed
1,200
|
$92,580,000 | |
| First Trust Low Duration Opportunities ETF |
No change
1,913
|
$91,920,000 | 0.01% |
| Veralto Corp Com Shs |
2.54%
960
|
$91,651,000 | 0.01% |
| Phillips 66 Com |
1.98%
644
|
$90,913,000 | 0.01% |
| iShares 1-3 Year Treasury Bond ETF |
Closed
1,100
|
$89,958,000 | |
| Vertex Pharmaceuticals, Inc. |
No change
191
|
$89,526,000 | 0.01% |
| Industrial Select Sector Spdr Fund |
0.14%
728
|
$88,776,000 | 0.01% |
| Bristol-myers Squibb Co Com |
No change
2,134
|
$88,621,000 | 0.01% |
| Invesco Aerospace & Defense Etf |
33.23%
846
|
$86,901,000 | 0.01% |
| Advanced Micro Devices Inc. |
2.77%
526
|
$85,322,000 | 0.01% |
| Novo-nordisk A S Adr |
29.67%
590
|
$84,217,000 | 0.01% |
| Goldman Sachs Group, Inc. |
No change
186
|
$84,132,000 | 0.01% |
| Jpmorgan Betabuilders Europe Etf |
No change
1,428
|
$84,081,000 | 0.01% |
| Williams-Sonoma, Inc. |
No change
297
|
$83,864,000 | 0.01% |
| Idacorp, Inc. |
No change
900
|
$83,835,000 | 0.01% |
| Ishares Russell Mid-cap Growth Etf |
279.00%
758
|
$83,645,000 | 0.01% |
| Shopify Inc |
34.02%
1,257
|
$83,025,000 | 0.01% |
| AT&T Inc. |
104.56%
4,173
|
$79,746,000 | 0.01% |
| Schwab Fundamental U.s. Small Company Etf |
6.14%
1,437
|
$78,920,000 | 0.01% |
| Ishares Expanded Tech-software Sector Etf |
No change
905
|
$78,645,000 | 0.01% |
| Chipotle Mexican Grill |
6,135.00%
1,247
|
$78,125,000 | 0.01% |
| Palo Alto Networks Inc |
43.75%
230
|
$77,972,000 | 0.01% |
| Atmos Energy Corp Com |
No change
661
|
$77,052,000 | 0.01% |
| Grayscale Bitcoin Trust |
No change
1,421
|
$75,654,000 | 0.01% |
| Thermo Fisher Scientific Inc. |
4.62%
136
|
$75,208,000 | 0.01% |
| Spdr Portfolio S&p 1500 Composite Stock Market Etf |
67.48%
1,112
|
$73,781,000 | 0.01% |
| Solventum Corp Com Shs |
Opened
1,388
|
$73,397,000 | 0.01% |
| Idexx Labs Inc Com |
9.09%
150
|
$73,080,000 | 0.01% |
| Macatawa Bk Corp Com |
No change
5,000
|
$73,000,000 | 0.01% |
| Kimberly-clark Corp Com |
No change
528
|
$72,970,000 | 0.01% |
| Ishares Biotechnology Etf |
No change
528
|
$72,506,000 | 0.01% |
| Uwm Holdings Corporation Com Cl A |
2,450.98%
10,408
|
$72,127,000 | 0.01% |
| Axon Enterprise Inc |
No change
240
|
$70,618,000 | 0.01% |
| Masco Corp Com |
No change
1,058
|
$70,537,000 | 0.01% |
| Zoetis Inc |
No change
404
|
$70,037,000 | 0.01% |
| Energy Transfer L P Com Ut Ltd Ptn |
3.45%
4,314
|
$69,973,000 | 0.01% |
| Financial Select Sector Spdr Fund |
72.66%
1,684
|
$69,229,000 | 0.01% |
| First Trust Value Line Dividend Index Fund |
No change
1,668
|
$67,971,000 | 0.01% |
| Carnival Corp Paired Ctf |
No change
3,612
|
$67,617,000 | 0.01% |
| Verisk Analytics Inc |
No change
250
|
$67,388,000 | 0.01% |
| Marathon Pete Corp Com |
No change
387
|
$67,137,000 | 0.01% |
| Cable One Inc |
Opened
189
|
$66,906,000 | 0.01% |
| Vanguard Ftse Pacific Etf |
Opened
896
|
$66,465,000 | 0.01% |
| American Airls Group Inc Com |
No change
5,850
|
$66,281,000 | 0.01% |
| Cornerstone Strategic Value Fd Com |
Closed
8,782
|
$66,042,000 | |
| Lauder Estee Cos Inc Cl A |
No change
612
|
$65,117,000 | 0.01% |
| Wisdomtree Us Quality Dividend Growth Fund |
Opened
833
|
$65,016,000 | 0.01% |
| Public Svc Enterprise Grp Inc Com |
No change
880
|
$64,856,000 | 0.01% |
| Vanguard Ftse Europe Etf |
Opened
965
|
$64,433,000 | 0.01% |
| Fidelity Wise Origin Bitcoin Fund |
7.44%
1,227
|
$64,368,000 | 0.01% |
| Cornerstone Total Return Fd In Com |
Closed
8,565
|
$64,327,000 | |
| Ge Vernova Inc Com |
Opened
373
|
$63,973,000 | 0.01% |
| Prologis Inc. Com |
66.08%
568
|
$63,763,000 | 0.01% |
| Oceanfirst Finl Corp Com |
No change
4,000
|
$63,560,000 | 0.01% |
| Pnc Finl Svcs Group Inc Com |
No change
408
|
$63,436,000 | 0.01% |
| Science Applications Intl Corp Com |
No change
537
|
$63,124,000 | 0.01% |
| Vanguard Total Bond Market Etf |
Closed
865
|
$62,849,000 | |
| Polaris Inc |
Opened
800
|
$62,648,000 | 0.01% |
| Blackstone Inc |
No change
500
|
$61,900,000 | 0.01% |
| Sun Cmntys Inc Com |
No change
509
|
$61,239,000 | 0.01% |
| Morgan Stanley Com New |
171.74%
625
|
$60,788,000 | 0.01% |
| Western Alliance Bancorp Com |
No change
964
|
$60,558,000 | 0.01% |
| Xai Octagn Flt Rat & Alt Inm T Com |
45.00%
8,508
|
$59,979,000 | 0.01% |
| Royal Caribbean Group Com |
No change
369
|
$58,830,000 | 0.01% |
| WEX Inc |
No change
325
|
$57,571,000 | 0.01% |
| Ishares S&p Mid-cap 400 Value Etf |
18.09%
507
|
$57,524,000 | 0.01% |
| Copart, Inc. |
No change
1,052
|
$56,976,000 | 0.01% |
| Energy Select Sector Spdr Fund |
19.73%
625
|
$56,969,000 | 0.01% |
| Carrier Global Corporation Com |
No change
903
|
$56,961,000 | 0.01% |
| Elevance Health Inc Com |
23.81%
104
|
$56,353,000 | 0.01% |
| Campbell Soup Co Com |
No change
1,233
|
$55,719,000 | 0.01% |
| Illumina Inc |
No change
533
|
$55,635,000 | 0.01% |
| Pulte Group Inc Com |
50.00%
500
|
$55,050,000 | 0.01% |
| iShares Short Treasury Bond ETF |
Closed
497
|
$54,938,000 | |
| Ishares Expanded Tech Sector Etf |
Closed
636
|
$54,810,000 | |
| First Trust Capital Strength ETF |
No change
647
|
$54,374,000 | 0.01% |
| Crowdstrike Holdings Inc |
No change
141
|
$54,030,000 | 0.01% |
| Dimensional World Ex U.s. Core Equity 2 Etf |
37.97%
2,086
|
$53,026,000 | 0.01% |
| Valero Energy Corp Com |
26.32%
336
|
$52,671,000 | 0.01% |
| Azek Co Inc Cl A |
No change
1,250
|
$52,663,000 | 0.01% |
| MetLife, Inc. |
24.62%
750
|
$52,643,000 | 0.01% |
| Moodys Corp Com |
No change
125
|
$52,616,000 | 0.01% |
| Lamb Weston Hldgs Inc Com |
No change
624
|
$52,466,000 | 0.01% |
| Dimensional U.s. Equity Etf |
No change
889
|
$52,318,000 | 0.01% |
| T-Mobile US, Inc. |
No change
295
|
$51,973,000 | 0.01% |
| Invesco FTSE RAFI US 1500 Small-Mid ETF |
No change
1,353
|
$51,603,000 | 0.01% |
| Ishares 0-5 Year Tips Bond Etf |
Closed
513
|
$51,008,000 | |
| American Tower Corp New Com |
4.38%
262
|
$50,928,000 | 0.01% |
| Principal Financial Group Inc |
18.32%
646
|
$50,679,000 | 0.01% |
| Royal Bk Cda Com |
No change
474
|
$50,424,000 | 0.01% |
| Quanex Bldg Prods Corp Com |
No change
1,797
|
$49,687,000 | 0.00% |
| Vanguard S&p 500 Growth Etf |
No change
148
|
$49,351,000 | 0.00% |
| Pimco 1-5 Year Us Tips Index Exchange-traded Fund Pimco 1-5 Year U.s. Tips |
Closed
950
|
$48,925,000 | |
| Horizon Bancorp Inc Com |
No change
3,897
|
$48,206,000 | 0.00% |
| Air Prods & Chems Inc Com |
5.56%
187
|
$48,151,000 | 0.00% |
| Pimco Broad Us Tips Index Exchange-traded Fund Pimco Broad U.s. Tips Index |
Closed
900
|
$47,998,000 | |
| First Trust Senior Loan Fund |
No change
1,050
|
$47,996,000 | 0.00% |
| Wisdomtree Japan Hedged Equity Fund |
29.57%
425
|
$47,949,000 | 0.00% |
| Yieldmax Nvda Option Income Strategy Etf |
Closed
1,627
|
$47,832,000 | |
| Spdr S&p 400 Mid Cap Growth Etf |
No change
568
|
$47,785,000 | 0.00% |
| Vanguard Financials Etf |
No change
476
|
$47,543,000 | 0.00% |
| American Elec Pwr Co Inc Com |
No change
539
|
$47,292,000 | 0.00% |
| Yieldmax Coin Option Income Strategy Etf |
Closed
1,588
|
$47,072,000 | |
| M & T Bk Corp Com |
No change
310
|
$46,922,000 | 0.00% |
| Ares Management Corporation Cl A Com Stk |
Opened
350
|
$46,648,000 | 0.00% |
| United Airls Hldgs Inc Com |
Closed
968
|
$46,348,000 | |
| Lowes Cos Inc Com |
31.58%
208
|
$45,856,000 | 0.00% |
| Ishares Global Tech Etf |
No change
550
|
$45,551,000 | 0.00% |
| Rivernorth Opportunities Fd In Com |
Closed
3,757
|
$45,229,000 | |
| Ishares Silver Trust |
No change
1,700
|
$45,169,000 | 0.00% |
| abrdn Global Income Fund Inc |
Closed
8,311
|
$45,129,000 | |
| Fidelity Msci Information Technology Index Etf |
No change
262
|
$44,938,000 | 0.00% |
| Cdw Corp Com |
5.21%
200
|
$44,768,000 | 0.00% |
| Adams Diversified Equity Fd Com |
No change
2,082
|
$44,742,000 | 0.00% |
| Conagra Brands Inc |
No change
1,574
|
$44,733,000 | 0.00% |
| Fiserv, Inc. |
No change
300
|
$44,712,000 | 0.00% |
| Abrdn Income Credit Strategies Com |
Closed
6,589
|
$44,672,000 | |
| Keysight Technologies Inc |
50.00%
325
|
$44,444,000 | 0.00% |
| Spdr Portfolio S&p 400 Mid Cap Etf |
Closed
828
|
$44,166,000 | |
| Onto Innovation Inc. |
No change
200
|
$43,912,000 | 0.00% |
| General Mls Inc Com |
No change
692
|
$43,776,000 | 0.00% |
| Cummins Inc. |
No change
158
|
$43,755,000 | 0.00% |
| Tyson Foods, Inc. |
No change
765
|
$43,695,000 | 0.00% |
| Invesco S&p 500 Top 50 Etf |
No change
950
|
$43,463,000 | 0.00% |
| Quanta Svcs Inc Com |
Opened
170
|
$43,195,000 | 0.00% |
| Norwegian Cruise Line Hldg Ltd Shs |
4.56%
2,292
|
$43,067,000 | 0.00% |
| First Trust Preferred Securities & Income Etf |
No change
2,462
|
$42,740,000 | 0.00% |
| Mccormick & Co Inc Com Non Vtg |
No change
600
|
$42,564,000 | 0.00% |
| First Trust Developed Markets Ex-US AlphaDEX Fund |
No change
773
|
$42,561,000 | 0.00% |
| Vanguard Russell 1000 Growth Etf |
Opened
453
|
$42,496,000 | 0.00% |
| Marvell Technology Inc |
89.34%
604
|
$42,220,000 | 0.00% |
| Virtus Stone Hbr Emrg Mkts Inc Com |
Closed
7,801
|
$42,202,000 | |
| Cintas Corp Com |
No change
60
|
$42,016,000 | 0.00% |
| Oil Dri Corp Amer Com |
No change
654
|
$41,915,000 | 0.00% |
| Spdr S&p 600 Small Cap Growth Etf |
46.95%
482
|
$41,385,000 | 0.00% |
| Yum China Hldgs Inc Com |
No change
1,341
|
$41,356,000 | 0.00% |
| Oxford Lane Cap Corp Com |
Closed
7,990
|
$40,590,000 | |
| Enbridge Inc |
No change
1,119
|
$39,825,000 | 0.00% |
| Cadence Design System Inc Com |
No change
129
|
$39,700,000 | 0.00% |
| Invesco Bloomberg Mvp Multi-factor Etf |
Opened
900
|
$39,622,000 | 0.00% |
| Abrdn Physical Silver Shares Etf |
No change
1,422
|
$39,588,000 | 0.00% |
| Columbia Bkg Sys Inc Com |
No change
1,947
|
$38,726,000 | 0.00% |
| MSCI Inc |
No change
80
|
$38,540,000 | 0.00% |
| Crh Plc Ord |
No change
510
|
$38,240,000 | 0.00% |
| Progressive Corp Com |
No change
183
|
$38,011,000 | 0.00% |
| North European Oil Rty Tr Sh Ben Int |
No change
5,932
|
$37,905,000 | 0.00% |
| iShares Core Total USD Bond Market ETF |
No change
837
|
$37,849,000 | 0.00% |
| Wintrust Finl Corp Com |
No change
379
|
$37,384,000 | 0.00% |
| Linde Plc Shs |
9.57%
85
|
$37,299,000 | 0.00% |
| Halliburton Co Com |
No change
1,104
|
$37,293,000 | 0.00% |
| Canadian Pacific Kansas City Com |
No change
465
|
$36,609,000 | 0.00% |
| Materials Select Sector Spdr Fund |
No change
412
|
$36,384,000 | 0.00% |
| Vanguard Short-term Corporate Bond Etf |
Closed
469
|
$36,225,000 | |
| Avantis U.s. Small Cap Value Etf |
No change
402
|
$36,070,000 | 0.00% |
| Electronic Arts, Inc. |
No change
258
|
$35,947,000 | 0.00% |
| NiSource Inc |
No change
1,224
|
$35,263,000 | 0.00% |
| Amphenol Corp. |
210.30%
512
|
$34,493,000 | 0.00% |
| Steel Dynamics Inc. |
No change
265
|
$34,318,000 | 0.00% |
| Whirlpool Corp Com |
No change
333
|
$34,020,000 | 0.00% |
| Armour Residential Reit Inc Com Shs |
Closed
1,717
|
$33,945,000 | |
| Championx Corporation Com |
No change
1,022
|
$33,941,000 | 0.00% |
| Glacier Bancorp Inc New Com |
No change
904
|
$33,737,000 | 0.00% |
| iShares 3-7 Year Treasury Bond ETF |
Closed
290
|
$33,585,000 | |
| Mckesson Corp Com |
No change
57
|
$33,290,000 | 0.00% |
| Deckers Outdoor Corp Com |
No change
34
|
$32,910,000 | 0.00% |
| Roper Technologies Inc |
No change
58
|
$32,692,000 | 0.00% |
| Yieldmax Amd Option Income Strategy Etf |
Closed
1,559
|
$32,276,000 | |
| Kenvue Inc Com |
No change
1,773
|
$32,233,000 | 0.00% |
| Totalenergies Se Sponsored Ads |
166.67%
480
|
$32,006,000 | 0.00% |
| Price T Rowe Group Inc Com |
266.67%
275
|
$31,710,000 | 0.00% |
| Healthpeak Properties Inc. |
No change
1,610
|
$31,556,000 | 0.00% |
| Vanguard Mega Cap Growth Etf |
No change
100
|
$31,421,000 | 0.00% |
| Alibaba Group Hldg Ltd Sponsored Ads |
Closed
428
|
$30,970,000 | |
| Balchem Corp Com |
No change
200
|
$30,790,000 | 0.00% |
| The Trade Desk Inc Com Cl A |
4.56%
314
|
$30,668,000 | 0.00% |
| Murphy USA Inc |
No change
65
|
$30,515,000 | 0.00% |
| Fidelity Msci Communication Services Index Etf |
No change
584
|
$30,502,000 | 0.00% |
| Carmax Inc |
Closed
350
|
$30,489,000 | |
| Marathon Oil Corp Com |
No change
1,062
|
$30,448,000 | 0.00% |
| Victory Cap Hldgs Inc Com Cl A |
No change
631
|
$30,118,000 | 0.00% |
| Constellation Energy Corp Com |
No change
150
|
$30,041,000 | 0.00% |
| Accenture Plc Ireland Shs Class A |
3.16%
98
|
$29,734,000 | 0.00% |
| Paychex Inc. |
8.42%
250
|
$29,640,000 | 0.00% |
| Spdr Portfolio S&p 500 Value Etf |
13.45%
605
|
$29,488,000 | 0.00% |
| Nokia Corp Sponsored Adr |
No change
7,800
|
$29,484,000 | 0.00% |
| Consumer Staples Select Sector Spdr Fund |
25.44%
381
|
$29,177,000 | 0.00% |
| Sfl Corporation Ltd Shs |
No change
2,100
|
$29,148,000 | 0.00% |
| Inventrust Pptys Corp Com New |
No change
1,176
|
$29,118,000 | 0.00% |
| The Cigna Group Com |
No change
88
|
$29,090,000 | 0.00% |
| Northrop Grumman Corp Com |
230.00%
66
|
$28,773,000 | 0.00% |
| Kite Rlty Group Tr Com New |
No change
1,284
|
$28,736,000 | 0.00% |
| Ark Innovation Etf |
15.52%
653
|
$28,699,000 | 0.00% |
| Asml Holding N V N Y Registry Shs |
64.71%
28
|
$28,636,000 | 0.00% |
| Factset Resh Sys Inc Com |
No change
70
|
$28,579,000 | 0.00% |
| Vaneck Morningstar Wide Moat Etf |
2.13%
322
|
$27,888,000 | 0.00% |
| American Century U.s. Quality Growth Etf |
Opened
319
|
$27,424,000 | 0.00% |
| Vanguard Short-term Bond Etf |
Opened
356
|
$27,305,000 | 0.00% |
| Vanguard Tax-exempt Bond Etf |
78.04%
536
|
$26,860,000 | 0.00% |
| Meritage Homes Corp Com |
No change
165
|
$26,705,000 | 0.00% |
| Lockheed Martin Corp Com |
41.24%
57
|
$26,625,000 | 0.00% |
| Becton Dickinson & Co Com |
No change
113
|
$26,409,000 | 0.00% |
| Schwab International Small-cap Equity Etf |
87.37%
742
|
$26,400,000 | 0.00% |
| Wheaton Precious Metals Corp Com |
No change
502
|
$26,315,000 | 0.00% |
| Hsbc Hldgs Plc Spon Adr New |
No change
604
|
$26,274,000 | 0.00% |
| Ishares Cohen & Steers Reit Etf |
24.32%
448
|
$25,666,000 | 0.00% |
| Organon & Co Common Stock |
2.98%
1,237
|
$25,606,000 | 0.00% |
| Manulife Finl Corp Com |
No change
954
|
$25,395,000 | 0.00% |
| Tempur Sealy Intl Inc Com |
No change
536
|
$25,374,000 | 0.00% |
| Prudential Finl Inc Com |
No change
216
|
$25,313,000 | 0.00% |
| Chord Energy Corporation Com New |
No change
150
|
$25,152,000 | 0.00% |
| Devon Energy Corp New Com |
1,104.55%
530
|
$25,122,000 | 0.00% |
| Synopsys, Inc. |
No change
42
|
$24,993,000 | 0.00% |
| Gsk Plc Sponsored Adr |
8.35%
648
|
$24,948,000 | 0.00% |
| Fedex Corp Com |
No change
83
|
$24,887,000 | 0.00% |
| Kraft Heinz Co Com |
No change
766
|
$24,681,000 | 0.00% |
| Ishares Msci Usa Momentum Factor Etf |
No change
126
|
$24,617,000 | 0.00% |
| Wisdomtree India Earnings Fund |
Opened
506
|
$24,430,000 | 0.00% |
| Vanguard S&p Mid-cap 400 Etf |
19.61%
246
|
$24,381,000 | 0.00% |
| Tetra Tech Inc New Com |
No change
119
|
$24,333,000 | 0.00% |
| Wisdomtree Emerging Markets Smallcap Dividend Fund |
Closed
478
|
$24,297,000 | |
| Guggenheim Strategic Opportun Com Sbi |
Closed
1,693
|
$24,242,000 | |
| Otis Worldwide Corp Com |
No change
251
|
$24,161,000 | 0.00% |
| Fidelity Msci Health Care Index Etf |
No change
351
|
$24,079,000 | 0.00% |
| Proshares Ultra Financials |
Opened
372
|
$23,804,000 | 0.00% |
| Autozone Inc. |
No change
8
|
$23,713,000 | 0.00% |
| Charter Communications Inc. |
102.56%
79
|
$23,618,000 | 0.00% |
| Trimble Inc |
No change
420
|
$23,486,000 | 0.00% |
| Yieldmax Meta Option Income Strategy Etf |
Closed
1,025
|
$23,255,000 | |
| Ge Healthcare Technologies Inc Common Stock |
No change
298
|
$23,220,000 | 0.00% |
| Ishares Core Msci Emerging Markets Etf |
2.62%
431
|
$23,071,000 | 0.00% |
| Hormel Foods Corp Com |
No change
750
|
$22,868,000 | 0.00% |
| UFP Industries Inc |
No change
202
|
$22,624,000 | 0.00% |
| Cadence Bank Com |
No change
794
|
$22,454,000 | 0.00% |
| Vanguard S&p Small-cap 600 Etf |
20.42%
226
|
$22,195,000 | 0.00% |
| Invesco NASDAQ 100 ETF |
Opened
112
|
$22,076,000 | 0.00% |
| Molina Healthcare Inc |
No change
74
|
$22,000,000 | 0.00% |
| Paypal Hldgs Inc Com |
No change
374
|
$21,703,000 | 0.00% |
| Dicks Sporting Goods, Inc. |
No change
100
|
$21,485,000 | 0.00% |
| Vanguard Short-term Treasury Etf |
Closed
370
|
$21,462,000 | |
| Us Bancorp Del Com New |
No change
540
|
$21,449,000 | 0.00% |
| Stellantis N.v Shs |
No change
1,072
|
$21,279,000 | 0.00% |
| Southwest Airls Co Com |
No change
740
|
$21,171,000 | 0.00% |
| Xenia Hotels & Resorts Inc |
No change
1,468
|
$21,036,000 | 0.00% |
| Avantis International Small Cap Value Etf |
Closed
317
|
$20,892,000 | |
| No transactions found in first 500 rows out of 922 | |||
| Showing first 500 out of 922 holdings | |||
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