Indivisible Partners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Indivisible Partners reported 440 stock positions worth $922.2 million. Its top holding was Texas Instruments (TXN) at 19.7% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 4.2%) and Apple (AAPL, 2.6%).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0002098400
- Portfolio Value
- $922.2M (Q4 2025)
- SEC Filing
- 0002098400-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 440 stocks · $922.2M
| TXN Texas Instruments Inc. | 19.74% | 1,049,245 | $182.0M | — |
| AVUS Avantis U.S. Equity ETF | 4.21% | 347,707 | $38.9M | — |
| AAPL Apple Inc. | 2.58% | 87,377 | $23.8M | — |
| DSTL Distillate US Fundamental St | 1.84% | 287,395 | $16.9M | — |
| MSFT Microsoft Corp. | 1.60% | 30,591 | $14.8M | — |
| AVDE Avantis International Equity | 1.53% | 171,356 | $14.1M | — |
| LLY Eli Lilly & Co. | 1.41% | 12,102 | $13.0M | — |
| PLTR Palantir Technologies Inc. Class A | 1.31% | 67,742 | $12.0M | — |
| NVDA Nvidia Corp. | 1.28% | 63,523 | $11.8M | — |
| JEPI JPMorgan Equity Premium Inco | 1.24% | 200,013 | $11.4M | — |
| DFUS Dimensional US Eq MKT ETF | 1.23% | 152,619 | $11.3M | — |
| AMZN Amazon.com Inc. | 1.21% | 48,346 | $11.2M | — |
| AVEM Avantis Emerging Markets Eq | 1.20% | 143,809 | $11.1M | — |
| STX Seagate Technology Holdings | 1.03% | 34,637 | $9.5M | — |
| APH Amphenol Corp. Class A | 1.03% | 70,108 | $9.5M | — |
| HWM Howmet Aerospace Inc. | 0.90% | 40,381 | $8.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 15,832 | $8.0M | — |
| VOO Vanguard S&P 500 ETF | 0.84% | 12,342 | $7.7M | — |
| GOOGL Alphabet Inc. Class A | 0.82% | 24,259 | $7.6M | — |
| WMB Williams Cos Inc. | 0.82% | 125,524 | $7.5M | — |
| RY Royal Bank of Canada | 0.80% | 43,021 | $7.3M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.77% | 122,250 | $7.1M | — |
| DFAI Dimensional International Co. | 0.77% | 185,509 | $7.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 11,080 | $6.8M | — |
| PH Parker Hannifin Corp. | 0.73% | 7,694 | $6.8M | — |
| DSMC Distillate S/M Cash Flow ETF | 0.73% | 189,497 | $6.7M | — |
| XOM Exxon Mobil Corp. | 0.73% | 55,709 | $6.7M | — |
| WPM Wheaton Precious Metals Corp. | 0.71% | 55,338 | $6.5M | — |
| NDAQ Nasdaq Inc. | 0.70% | 66,374 | $6.4M | — |
| JPM JPMorgan Chase & Co. | 0.69% | 19,630 | $6.3M | — |
| WELL Welltower Inc. | 0.67% | 33,112 | $6.1M | — |
| KLAC KLA Corp. | 0.66% | 4,993 | $6.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.64% | 12,197 | $5.9M | — |
| VTR Ventas Inc. | 0.64% | 76,557 | $5.9M | — |
| HEI Heico Corp. | 0.64% | 18,179 | $5.9M | — |
| AVGO Broadcom Inc. | 0.64% | 16,947 | $5.9M | — |
| SPYI Neos S&P 500 High Income ETF | 0.63% | 110,951 | $5.8M | — |
| PCT Purecycle Technologies Inc. | 0.63% | 675,605 | $5.8M | — |
| BSX Boston Scientific Corp. | 0.63% | 60,769 | $5.8M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.62% | 103,935 | $5.7M | — |
| VIG Vanguard Dividend Apprec ETF | 0.62% | 26,009 | $5.7M | — |
| HLT Hilton Worldwide Holdings Inc. | 0.61% | 19,667 | $5.6M | — |
| COR Cencora Inc. | 0.60% | 16,458 | $5.6M | — |
| CDNS Cadence Design SYS Inc. | 0.52% | 15,340 | $4.8M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 24,283 | $4.6M | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.48% | 89,658 | $4.4M | — |
| AGG iShares Core U.S. Aggregate | 0.46% | 42,901 | $4.3M | — |
| AVUV Avantis US Small Cap Value | 0.46% | 41,315 | $4.2M | — |
| JCPB JPMorgan Core Plus Bond ETF | 0.45% | 88,362 | $4.2M | — |
| JNJ Johnson & Johnson | 0.44% | 19,741 | $4.1M | — |
| SDVD FT Vest Smid Rising Dividend | 0.44% | 188,317 | $4.0M | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.42% | 51,380 | $3.9M | — |
| ONEQ Fidelity Nasdaq Comp Indx | 0.42% | 41,897 | $3.8M | — |
| VONG Vanguard Russell 1000 Growth | 0.41% | 31,366 | $3.8M | — |
| QLTY GMO U.S. Quality ETF | 0.41% | 98,863 | $3.8M | — |
| UITB Victoryshares Core Intermedi | 0.40% | 78,839 | $3.7M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 14,432 | $3.7M | — |
| PVAL Putnam Focused LRG Cap Value | 0.40% | 80,298 | $3.7M | — |
| META Meta Platforms Inc. Class A | 0.40% | 5,533 | $3.7M | — |
| SCHX Schwab US Large-Cap ETF | 0.39% | 132,924 | $3.6M | — |
| DGRO iShares Core Dividend Growth | 0.39% | 51,343 | $3.6M | — |
| NAN Nuveen NY QLTY Muni Inc. | 0.39% | 316,078 | $3.6M | — |
| IWF iShares Russell 1000 Growth | 0.39% | 7,525 | $3.6M | — |
| PAYX Paychex Inc. | 0.38% | 31,216 | $3.5M | — |
| GOOG Alphabet Inc. Class C | 0.33% | 9,752 | $3.1M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 4 | $3.0M | — |
| CWB SS SPDR BB Conv Sec ETF | 0.32% | 32,588 | $2.9M | — |
| GLD SPDR Gold Shares | 0.31% | 7,301 | $2.9M | — |
| PM Philip Morris International | 0.31% | 17,691 | $2.8M | — |
| HDEF Xtrackers MSCI Eafe High Div | 0.30% | 88,650 | $2.7M | — |
| VEA Vanguard Ftse Developed ETF | 0.29% | 42,990 | $2.7M | — |
| VTN Invesco TR for Invest GRD NY | 0.28% | 227,767 | $2.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 8,491 | $2.6M | — |
| VONV Vanguard Russell 1000 Value | 0.27% | 26,732 | $2.5M | — |
| SCHB Schwab US Broad Market ETF | 0.27% | 93,765 | $2.5M | — |
| MTUM iShares MSCI USA Momentum Fa | 0.25% | 9,273 | $2.3M | — |
| HDV iShares Core High Dividend E | 0.24% | 18,458 | $2.2M | — |
| ABBV Abbvie Inc. | 0.24% | 9,570 | $2.2M | — |
| AMLP Alerian MLP ETF | 0.23% | 45,511 | $2.1M | — |
| V Visa Inc. Class A | 0.23% | 6,064 | $2.1M | — |
| WMT Walmart Inc. | 0.23% | 19,037 | $2.1M | — |
| PG The Procter & Gamble Co. | 0.23% | 14,795 | $2.1M | — |
| NBIS Nebius Group NV | 0.23% | 25,191 | $2.1M | — |
| AVDV Avantis Intl S/C Value ETF | 0.23% | 22,318 | $2.1M | — |
| TSLA Tesla Inc. | 0.22% | 4,550 | $2.0M | — |
| IWD iShares Russell 1000 Value E | 0.22% | 9,711 | $2.0M | — |
| IJR iShares Core S&P Small-Cap E | 0.21% | 16,481 | $2.0M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.21% | 7,050 | $2.0M | — |
| CVX Chevron Corp. | 0.21% | 12,616 | $1.9M | — |
| PGR Progressive Corp. | 0.20% | 8,063 | $1.8M | — |
| QGRO American Century US Quality | 0.20% | 15,983 | $1.8M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.20% | 20,350 | $1.8M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 6,088 | $1.8M | — |
| BLK BlackRock Inc. | 0.19% | 1,637 | $1.8M | — |
| SCHG Schwab US Large-Cap Growth | 0.19% | 53,059 | $1.7M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 9,504 | $1.7M | — |
| VONE Vanguard Russell 1000 | 0.18% | 5,451 | $1.7M | — |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 8,793 | $1.7M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.18% | 20,982 | $1.7M | — |
| MO Altria Group Inc. | 0.18% | 29,125 | $1.7M | — |
| HELO JPMorgan Hedged Equity ETF | 0.17% | 24,274 | $1.6M | — |
| EOS Eaton Vance Enh Eqt Inc. II | 0.17% | 67,803 | $1.6M | — |
| CSCO Cisco Systems Inc. | 0.17% | 19,963 | $1.5M | — |
| LOW Lowe's Cos Inc. | 0.17% | 6,326 | $1.5M | — |
| SHOP Shopify Inc. Class A | 0.16% | 9,408 | $1.5M | — |
| CAT Caterpillar Inc. | 0.16% | 2,605 | $1.5M | — |
| MCD McDonald's Corp. | 0.16% | 4,806 | $1.5M | — |
| BNL Broadstone Net Lease Inc. | 0.16% | 84,318 | $1.5M | — |
| IDEV iShares Core MSCI Dev MKTS | 0.16% | 17,497 | $1.4M | — |
| ORCL Oracle Corp. | 0.16% | 7,395 | $1.4M | — |
| SCHW Schwab (charles) Corp. | 0.15% | 14,212 | $1.4M | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.15% | 32,558 | $1.4M | — |
| BIZD Vaneck BDC Income ETF | 0.15% | 97,694 | $1.4M | — |
| IVV iShares Core S&P 500 ETF | 0.15% | 2,003 | $1.4M | — |
| NAD Nuveen Quality Municipal Inc. | 0.15% | 113,152 | $1.4M | — |
| NEE Nextera Energy Inc. | 0.15% | 16,878 | $1.4M | — |
| EMB iShares JP Morgan Usd Emergi | 0.15% | 14,042 | $1.4M | — |
| MRK Merck & Co. Inc. | 0.15% | 12,823 | $1.3M | — |
| CGMU Cap Group Municipal Income | 0.15% | 49,163 | $1.3M | — |
| NSC Norfolk Southern Corp. | 0.14% | 4,495 | $1.3M | — |
| FLQL Franklin U.S. Large Cap Mult | 0.14% | 18,672 | $1.3M | — |
| RDVI FT Vest Rising Dividend Achi | 0.14% | 49,192 | $1.3M | — |
| SPGI S&P Global Inc. | 0.14% | 2,404 | $1.3M | — |
| GE General Electric filed as GE AEROSPACE | 0.13% | 4,021 | $1.2M | — |
| SCHF Schwab Intl Equity ETF | 0.13% | 51,464 | $1.2M | — |
| RQI Cohen & Steers Qual Inc. RLTY | 0.13% | 107,558 | $1.2M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 5,799 | $1.2M | — |
| TEL Te Connectivity PLC | 0.13% | 5,333 | $1.2M | — |
| TIP iShares Tips Bond ETF | 0.13% | 10,966 | $1.2M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 15,090 | $1.2M | — |
| AZN Astrazeneca PLC-Spons ADR | 0.13% | 13,043 | $1.2M | — |
| HTD John Hancock Tax Adv DVD Inc. filed as HANCOCK JOHN TAX-ADVANTAGED | 0.13% | 49,794 | $1.2M | — |
| GILD Gilead Sciences Inc. | 0.12% | 9,379 | $1.2M | — |
| AMD Advanced Micro Devices | 0.12% | 5,295 | $1.1M | — |
| NOW ServiceNow Inc. | 0.12% | 7,383 | $1.1M | — |
| NOC Northrop Grumman Corp. | 0.12% | 1,966 | $1.1M | — |
| UNH Unitedhealth Group Inc. | 0.12% | 3,391 | $1.1M | — |
| HD Home Depot Inc. | 0.12% | 3,159 | $1.1M | — |
| MA Mastercard Inc. Class A | 0.12% | 1,900 | $1.1M | — |
| APD Air Products & Chemicals Inc. | 0.12% | 4,358 | $1.1M | — |
| DE Deere & Co. | 0.12% | 2,283 | $1.1M | — |
| RTX RTX Corp. | 0.11% | 5,780 | $1.1M | — |
| GLW Corning Inc. | 0.11% | 11,945 | $1.0M | — |
| KO The Coca-Cola Co. | 0.11% | 14,892 | $1.0M | — |
| HON Honeywell International Inc. | 0.11% | 5,268 | $1.0M | — |
| VGT Vanguard Info Tech ETF | 0.11% | 1,333 | $1.0M | — |
| QQQM Invesco Nasdaq 100 ETF | 0.11% | 3,887 | $983K | — |
| ISRG Intuitive Surgical Inc. | 0.10% | 1,701 | $963K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 2,873 | $963K | — |
| LMT Lockheed Martin Corp. | 0.10% | 1,965 | $951K | — |
| PEP Pepsico Inc. | 0.10% | 6,507 | $934K | — |
| EMLC Vaneck JPM Em Local Curr BND | 0.10% | 36,083 | $932K | — |
| SCHV Schwab US Large-Cap Value | 0.10% | 31,385 | $929K | — |
| WFC Wells Fargo & Co. | 0.10% | 9,870 | $920K | — |
| APP AppLovin Corp. Class A | 0.10% | 1,357 | $914K | — |
| IYH iShares U.S. Healthcare ETF | 0.10% | 13,915 | $906K | — |
| FAST Fastenal Co. | 0.10% | 22,541 | $905K | — |
| IGM iShares Expanded Tech Sector | 0.10% | 6,893 | $890K | — |
| ACN Accenture PLC Class A | 0.10% | 3,316 | $890K | — |
| PANW Palo Alto Networks Inc. | 0.10% | 4,775 | $880K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 7,684 | $874K | — |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 6,198 | $863K | — |
| NRK Nuveen NY Amt-FR Muni Inc. | 0.09% | 81,649 | $824K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.09% | 767 | $821K | — |
| BMEZ BlackRock HLTH Sci TRM TR II | 0.09% | 54,461 | $820K | — |
| NFLX Netflix Inc. | 0.09% | 8,729 | $818K | — |
| KYN Kayne Anderson Energy Infra | 0.09% | 65,909 | $816K | — |
| LIN Linde PLC | 0.09% | 1,903 | $811K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.09% | 9,685 | $799K | — |
| SCHM Schwab US Mid Cap ETF | 0.09% | 26,538 | $798K | — |
| VKI Invesco Adv Muni Inc. TR II | 0.09% | 86,505 | $789K | — |
| IGRO iShares Intl Div Growth ETF | 0.09% | 9,478 | $785K | — |
| VGSH Vanguard Short-Term Treasury | 0.08% | 13,312 | $782K | — |
| VYM Vanguard High DVD Yield ETF | 0.08% | 5,439 | $781K | — |
| MS Morgan Stanley | 0.08% | 4,362 | $774K | — |
| TT Trane Technologies PLC | 0.08% | 1,987 | $773K | — |
| COST Costco Wholesale Corp. | 0.08% | 895 | $772K | — |
| CINF Cincinnati Financial Corp. | 0.08% | 4,719 | $771K | — |
| ARKK ARK Innovation ETF | 0.08% | 9,913 | $762K | — |
| IVE iShares S&P 500 Value ETF | 0.08% | 3,537 | $750K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.08% | 7,027 | $750K | — |
| AXP American Express Co. | 0.08% | 2,020 | $747K | — |
| IJH iShares Core S&P Midcap ETF | 0.08% | 11,285 | $745K | — |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 7,631 | $735K | — |
| CP Canadian Pacific Kansas City | 0.08% | 9,938 | $732K | — |
| PNC PNC Financial Services Group | 0.08% | 3,506 | $732K | — |
| HRMY Harmony Biosciences Holdings | 0.08% | 19,527 | $731K | — |
| COP Conocophillips | 0.08% | 7,799 | $730K | — |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 1,253 | $726K | — |
| UPS United Parcel Service Class B | 0.08% | 7,220 | $716K | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 14,009 | $714K | — |
| NXST Nexstar Media Group Inc. | 0.08% | 3,478 | $706K | — |
| IFRA iShares US Infrastructure | 0.08% | 13,398 | $705K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 1,502 | $704K | — |
| SE Sea Ltd.-ADR | 0.08% | 5,455 | $696K | — |
| USB US Bancorp | 0.08% | 13,037 | $696K | — |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 6,602 | $684K | — |
| PAVE Global X US Infrastructure | 0.07% | 14,104 | $674K | — |
| VT Vanguard Tot World STK ETF | 0.07% | 4,759 | $671K | — |
| CNX CNX Resources Corp. | 0.07% | 18,166 | $668K | — |
| ST Sensata Technologies Holdplc | 0.07% | 19,982 | $665K | — |
| FPE FT-Preferred Secur & Inc. ETF | 0.07% | 36,414 | $663K | — |
| NYF iShares New York Muni Bond E | 0.07% | 12,307 | $659K | — |
| SCHA Schwab US Small-Cap ETF | 0.07% | 22,832 | $650K | — |
| D Dominion Energy Inc. | 0.07% | 11,094 | $650K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.07% | 7,073 | $646K | — |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.07% | 69,232 | $638K | — |
| WT Wisdomtree Inc. | 0.07% | 52,205 | $636K | — |
| APO Apollo Global Management Inc. | 0.07% | 4,352 | $630K | — |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.07% | 19,109 | $620K | — |
| VCIT Vanguard Int-Term Corporate | 0.07% | 7,331 | $614K | — |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.07% | 9,231 | $605K | — |
| SBUX Starbucks Corp. | 0.07% | 7,178 | $604K | — |
| MC Moelis & Co. Class A | 0.07% | 8,782 | $604K | — |
| TFLO iShares Treasury Floating Ra | 0.07% | 11,945 | $603K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.07% | 8,978 | $603K | — |
| AMGN Amgen Inc. | 0.07% | 1,839 | $602K | — |
| FIS Fidelity National Info Serv | 0.06% | 9,009 | $599K | — |
| ELV Elevance Health Inc. | 0.06% | 1,700 | $596K | — |
| SBGI Sinclair Inc. | 0.06% | 38,921 | $595K | — |
| SRE Sempra | 0.06% | 6,744 | $595K | — |
| PBI Pitney Bowes Inc. | 0.06% | 56,264 | $595K | — |
| ILCG iShares Morningstar Growth E | 0.06% | 5,708 | $594K | — |
| GD General Dynamics Corp. | 0.06% | 1,762 | $593K | — |
| DUK Duke Energy Corp. | 0.06% | 5,030 | $590K | — |
| CVS CVS Health Corp. | 0.06% | 7,369 | $585K | — |
| IDCC Interdigital Inc. | 0.06% | 1,837 | $585K | — |
| IAGG iShares Intl Aggregate Bond | 0.06% | 11,690 | $585K | — |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 10,747 | $580K | — |
| UNP Union Pacific Corp. | 0.06% | 2,501 | $579K | — |
| UBER Uber Technologies Inc. | 0.06% | 7,057 | $577K | — |
| LEA Lear Corp. | 0.06% | 4,958 | $568K | — |
| ACU Acme United Corp. filed as ACME UTD CORP | 0.06% | 13,951 | $562K | — |
| BMY Bristol-Myers Squibb Co. | 0.06% | 10,395 | $560K | — |
| GTN Gray Media Inc. | 0.06% | 115,123 | $557K | — |
| MDLZ Mondelez International Inc. Class A | 0.06% | 10,337 | $556K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.06% | 1,830 | $553K | — |
| MELI MercadoLibre Inc. | 0.06% | 274 | $552K | — |
| IVW iShares S&P 500 Growth ETF | 0.06% | 4,393 | $541K | — |
| EMO Clearbridge Energy Midstream | 0.06% | 12,083 | $540K | — |
| SHEL Shell PLC-ADR | 0.06% | 7,280 | $535K | — |
| TRV The Travelers Cos Inc. | 0.06% | 1,833 | $532K | — |
| DIEM Franklin Emerging Market Cor | 0.06% | 15,762 | $530K | — |
| SAP Sap SE-Sponsored ADR | 0.06% | 2,173 | $528K | — |
| SPOT Spotify Technology SA | 0.06% | 903 | $525K | — |
| GM General Motors Co. | 0.06% | 6,481 | $524K | — |
| XLP SS Consumer Staples Sel Sect | 0.06% | 6,721 | $522K | — |
| CB Chubb Ltd. | 0.06% | 1,642 | $513K | — |
| NMCO Nuveen Municipal Credit Opp | 0.06% | 50,090 | $512K | — |
| C Citigroup Inc. | 0.06% | 4,347 | $507K | — |
| ACGL Arch Capital Group Ltd. | 0.05% | 5,200 | $499K | — |
| NZF Nuveen Municipal Credit Inc. | 0.05% | 39,361 | $495K | — |
| BKNG Booking Holdings Inc. | 0.05% | 92 | $493K | — |
| UBS UBS Group AG-Reg | 0.05% | 10,639 | $493K | — |
| XGDVX Gabelli Dividend & Income TR | 0.05% | 17,692 | $491K | — |
| ABT Abbott Laboratories | 0.05% | 3,888 | $487K | — |
| ANIK Anika Therapeutics Inc. | 0.05% | 50,402 | $484K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.05% | 9,466 | $482K | — |
| VMC Vulcan Materials Co. | 0.05% | 1,669 | $476K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 3,073 | $472K | — |
| MYN BlackRock Muniyield NY QLTY | 0.05% | 46,868 | $464K | — |
| TNGY Tortoise Energy ETF | 0.05% | 51,357 | $464K | — |
| COF Capital One Financial Corp. | 0.05% | 1,908 | $462K | — |
| BSTZ BlackRock Sci & Tech TRM TR | 0.05% | 20,405 | $461K | — |
| EHC Encompass Health Corp. | 0.05% | 4,272 | $453K | — |
| CEG Constellation Energy | 0.05% | 1,282 | $453K | — |
| ALB Albemarle Corp. | 0.05% | 3,175 | $449K | — |
| VZ Verizon Communications Inc. | 0.05% | 10,994 | $448K | — |
| T AT&T Inc. | 0.05% | 17,587 | $437K | — |
| IUSV iShares Core S&P U.S. Value | 0.05% | 4,242 | $435K | — |
| LVHI Franklin International Low V | 0.05% | 11,615 | $428K | — |
| ADP Automatic Data Processing | 0.05% | 1,660 | $427K | — |
| BA The Boeing Co. | 0.05% | 1,958 | $425K | — |
| FVD First Trust Value Line DVD | 0.05% | 9,217 | $425K | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.05% | 25,151 | $421K | — |
| PRAA Pra Group Inc. | 0.05% | 23,761 | $420K | — |
| ETN Eaton Corp. PLC | 0.04% | 1,284 | $409K | — |
| ARES Ares Management Corp. Class A | 0.04% | 2,506 | $405K | — |
| ACCO Acco Brands Corp. | 0.04% | 107,297 | $400K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 900 | $400K | — |
| IAU iShares Gold Trust | 0.04% | 4,915 | $399K | — |
| DFAE Dimensional Emerging Core Eq | 0.04% | 12,244 | $399K | — |
| LFVN Lifevantage Corp. | 0.04% | 64,738 | $399K | — |
| LHX L3HARRIS Technologies Inc. | 0.04% | 1,351 | $397K | — |
| ROP Roper Technologies Inc. | 0.04% | 889 | $396K | — |
| NET Cloudflare Inc. Class A | 0.04% | 1,992 | $393K | — |
| JHPI John Hancock Preferred Incom | 0.04% | 17,114 | $391K | — |
| CPNG Coupang Inc. | 0.04% | 16,253 | $383K | — |
| MSI Motorola Solutions Inc. | 0.04% | 994 | $381K | — |
| WEC WEC Energy Group Inc. | 0.04% | 3,547 | $374K | — |
| RIVN Rivian Automotive Inc. Class A | 0.04% | 18,929 | $373K | — |
| MPC Marathon Petroleum Corp. | 0.04% | 2,293 | $373K | — |
| CNXC Concentrix Corp. | 0.04% | 8,945 | $372K | — |
| HIG Hartford Insurance Group Inc. | 0.04% | 2,680 | $369K | — |
| GEV GE Vernova Inc. | 0.04% | 564 | $369K | — |
| ABNB Airbnb Inc. Class A | 0.04% | 2,698 | $366K | — |
| EXEL Exelixis Inc. | 0.04% | 8,346 | $366K | — |
| HSY The Hershey Co. | 0.04% | 2,004 | $365K | — |
| IBN Icici Bank Ltd.-Spon ADR | 0.04% | 12,233 | $365K | — |
| VFLO Victoryshares Free Cash Flow | 0.04% | 9,192 | $362K | — |
| DEO Diageo PLC-Sponsored ADR | 0.04% | 4,174 | $360K | — |
| INTC Intel Corp. | 0.04% | 9,697 | $358K | — |
| SIRI Sirius XM Holdings Inc. | 0.04% | 17,863 | $357K | — |
| PFF iShares Preferred & Income S | 0.04% | 11,517 | $357K | — |
| TTWO Take-Two Interactive Softwre | 0.04% | 1,387 | $355K | — |
| CME Cme Group Inc. | 0.04% | 1,289 | $352K | — |
| PSX Phillips 66 | 0.04% | 2,711 | $350K | — |
| NDSN Nordson Corp. | 0.04% | 1,448 | $348K | — |
| BDX Becton Dickinson and Co. | 0.04% | 1,792 | $348K | — |
| EEM iShares MSCI Emerging Market | 0.04% | 6,340 | $347K | — |
| THC Tenet Healthcare Corp. | 0.04% | 1,726 | $343K | — |
| SVC Service Pptys TR | 0.04% | 184,620 | $340K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.04% | 1,312 | $340K | — |
| ALL Allstate Corp. | 0.04% | 1,631 | $340K | — |
| EOI Eaton Vance Enhanced Eq Incm | 0.04% | 16,177 | $333K | — |
| SCHD Schwab US DVD Equity ETF | 0.04% | 12,122 | $333K | — |
| RACE Ferrari NV | 0.04% | 898 | $332K | — |
| MHH Mastech Digital Inc. | 0.03% | 46,056 | $321K | — |
| CCI Crown Castle Inc. | 0.03% | 3,582 | $318K | — |
| MRSH Marsh & McLennan Cos | 0.03% | 1,688 | $313K | — |
| SGOV iShares 0-3 Month Treasury B | 0.03% | 3,119 | $313K | — |
| SAIA Saia Inc. | 0.03% | 958 | $313K | — |
| AON Aon PLC Class A | 0.03% | 885 | $312K | — |
| GOVT iShares US Treasury Bond ETF | 0.03% | 13,548 | $312K | — |
| DOV Dover Corp. | 0.03% | 1,566 | $306K | — |
| BXSL Blackstone Secured Lending F | 0.03% | 11,561 | $304K | — |
| MKL Markel Group Inc. | 0.03% | 141 | $303K | — |
| IAUM iShares Gold Trust Micro | 0.03% | 7,009 | $301K | — |
| PHK PIMCO High Income Fund | 0.03% | 61,674 | $300K | — |
| XAWFX Alliancebernstein GL Hi Inc. | 0.03% | 27,788 | $297K | — |
| AME Ametek Inc. | 0.03% | 1,444 | $297K | — |
| VLO Valero Energy Corp. | 0.03% | 1,818 | $296K | — |
| CSX CSX Corp. | 0.03% | 8,093 | $293K | — |
| WM Waste Management Inc. | 0.03% | 1,334 | $293K | — |
| AES AES Corp. | 0.03% | 20,308 | $291K | — |
| INGR Ingredion Inc. | 0.03% | 2,628 | $290K | — |
| FANG Diamondback Energy Inc. | 0.03% | 1,923 | $289K | — |
| MU Micron Technology Inc. | 0.03% | 1,013 | $289K | — |
| ET Energy Transfer LP | 0.03% | 17,514 | $289K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.03% | 6,735 | $288K | — |
| LRCX Lam Research Corp. | 0.03% | 1,677 | $287K | — |
| HUBB Hubbell Inc. | 0.03% | 646 | $287K | — |
| ECL Ecolab Inc. | 0.03% | 1,090 | $286K | — |
| TAP Molson Coors Beverage Co. Class B | 0.03% | 6,121 | $286K | — |
| ZTS Zoetis Inc. | 0.03% | 2,271 | $286K | — |
| PYPL PayPal Holdings Inc. | 0.03% | 4,876 | $285K | — |
| CRD.A Crawford & Company Class A | 0.03% | 25,120 | $283K | — |
| MSTR Strategy Inc. | 0.03% | 1,859 | $282K | — |
| YUM Yum! Brands Inc. | 0.03% | 1,850 | $280K | — |
| MHN BlackRock Muniholding NY QLT | 0.03% | 26,662 | $273K | — |
| TSN Tyson Foods Inc. Class A | 0.03% | 4,652 | $273K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.03% | 1,083 | $272K | — |
| ED Consolidated Edison Inc. | 0.03% | 2,733 | $271K | — |
| MQY BlackRock Muniyield Quality | 0.03% | 23,941 | $271K | — |
| BTX BlackRock Tech & Priv Eqty | 0.03% | 40,604 | $268K | — |
| GLDM SPDR Gold Minishares Trust | 0.03% | 3,133 | $267K | — |
| LH Labcorp Holdings Inc. | 0.03% | 1,052 | $264K | — |
| RSPG Invesco S&P 500 Equal Weight | 0.03% | 3,304 | $263K | — |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 1,316 | $261K | — |
| EMR Emerson Electric Co. | 0.03% | 1,968 | $261K | — |
| ANET Arista Networks Inc. | 0.03% | 1,982 | $260K | — |
| KMI Kinder Morgan Inc. | 0.03% | 9,429 | $259K | — |
| WCN Waste Connections Inc. | 0.03% | 1,468 | $257K | — |
| ORLY O'reilly Automotive Inc. | 0.03% | 2,820 | $257K | — |
| CRM Salesforce Inc. | 0.03% | 970 | $257K | — |
| GS Goldman Sachs Group Inc. | 0.03% | 290 | $255K | — |
| PFFD Global X US Preferred ETF | 0.03% | 13,353 | $253K | — |
| SMH Vaneck Semiconductor ETF | 0.03% | 701 | $252K | — |
| CRD.B Crawford & Co. Class B | 0.03% | 23,509 | $252K | — |
| CTVA Corteva Inc. | 0.03% | 3,742 | $251K | — |
| URI United Rentals Inc. | 0.03% | 309 | $250K | — |
| MUC BlackRock Munihold Ca QLTY | 0.03% | 23,492 | $249K | — |
| NULV Nuveen ESG Large-Cap Val ETF | 0.03% | 5,526 | $249K | — |
| CNQ Canadian Natural Resources | 0.03% | 7,289 | $247K | — |
| ADI Analog Devices Inc. | 0.03% | 906 | $246K | — |
| MUB iShares National Muni Bond E | 0.03% | 2,290 | $245K | — |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.03% | 4,825 | $245K | — |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 4,925 | $245K | — |
| XLE SS Energy Select Sector | 0.03% | 5,090 | $243K | — |
| DIV Global X Superdividend Use | 0.03% | 14,025 | $243K | — |
| UL Unilever PLC-Sponsored ADR | 0.03% | 3,691 | $241K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 501 | $241K | — |
| GWW WW Grainger Inc. | 0.03% | 238 | $240K | — |
| QCOM Qualcomm Inc. | 0.03% | 1,393 | $238K | — |
| ZS Zscaler Inc. | 0.03% | 1,057 | $238K | — |
| BND Vanguard Total Bond Market | 0.03% | 3,193 | $236K | — |
| TSCO Tractor Supply Company | 0.03% | 4,711 | $236K | — |
| XLF SS Financial Select Sector | 0.03% | 4,324 | $234K | — |
| IDV iShares International Select | 0.03% | 5,931 | $234K | — |
| ARKG ARK Genomic Revolution ETF | 0.03% | 8,067 | $234K | — |
| IGF iShares Global Infrastructur | 0.03% | 3,797 | $233K | — |
| EW Edwards Lifesciences Corp. | 0.03% | 2,713 | $231K | — |
| TMDX Transmedics Group Inc. | 0.02% | 1,891 | $230K | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.02% | 1,913 | $228K | — |
| ODFL Old Dominion Freight Line | 0.02% | 1,447 | $227K | — |
| AEP American Electric Power | 0.02% | 1,935 | $223K | — |
| EZBC Franklin Bitcoin ETF | 0.02% | 4,375 | $221K | — |
| DVY iShares Select Dividend ETF | 0.02% | 1,561 | $220K | — |
| FEMS First Trust Emerging Markets | 0.02% | 5,228 | $220K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.02% | 2,243 | $219K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.02% | 4,628 | $218K | — |
| TBIL F/M US Treasury 3 Month Bill | 0.02% | 4,364 | $218K | — |
| DAL Delta Air Lines Inc. | 0.02% | 3,133 | $217K | — |
| IEF iShares 7-10 Year Treasury B | 0.02% | 2,248 | $216K | — |
| CRWV Coreweave Inc. Class A | 0.02% | 3,006 | $215K | — |
| HCA HCA Healthcare Inc. | 0.02% | 459 | $214K | — |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.02% | 3,165 | $213K | — |
| ACM Aecom | 0.02% | 2,235 | $213K | — |
| ZBRA Zebra Technologies Corp. Class A | 0.02% | 873 | $212K | — |
| DG Dollar General Corp. | 0.02% | 1,587 | $211K | — |
| SPXC SPX Technologies Inc. | 0.02% | 1,053 | $211K | — |
| TFC Truist Financial Corp. | 0.02% | 4,272 | $210K | — |
| OMC Omnicom Group | 0.02% | 2,593 | $209K | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.02% | 7,387 | $208K | — |
| EOG EOG Resources Inc. | 0.02% | 1,977 | $208K | — |
| CMCSA Comcast Corp. Class A | 0.02% | 6,935 | $207K | — |
| JPST JPMorgan Ultra-Short Income | 0.02% | 4,052 | $205K | — |
| CPRT Copart Inc. | 0.02% | 5,193 | $203K | — |
| CDW CDW Corp. | 0.02% | 1,488 | $203K | — |
| NVG Nuveen Amt-FR Muni CRDT | 0.02% | 15,547 | $197K | — |
| DV Doubleverify Holdings Inc. | 0.02% | 15,872 | $182K | — |
| XBNYX BlackRock New York Muni Inc. | 0.02% | 17,000 | $172K | — |
| XAGDX Abrdn GLBL DYNM Divid | 0.02% | 14,583 | $170K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 12,866 | $169K | — |
| MUA BlackRock Muniassets Fund | 0.02% | 15,700 | $168K | — |
| MHD BlackRock Muniholdings Fund | 0.02% | 14,107 | $166K | — |
| GSBD Goldman Sachs BDC Inc. | 0.02% | 17,051 | $158K | — |
| NAC Nuveen Ca QLTY Muni Inc. | 0.02% | 12,746 | $151K | — |
| XSHD Invesco S&P Smallcap High Di | 0.02% | 11,238 | $144K | — |
| XIGDX Voya GLBL Eqty DVD & PRM Opp | 0.02% | 25,000 | $143K | — |
| XBKNX BlackRock Invest QLTY Muni | 0.02% | 12,550 | $141K | — |
| MQ Marqeta Inc. | 0.01% | 28,715 | $136K | — |
| BDJ BlackRock Enhanced Eqty DVD | 0.01% | 13,164 | $125K | — |
| CX Cemex Sab-Spons ADR Part Cer | 0.01% | 10,312 | $118K | — |
| CBRE GBL REAL ESTATE INC FD | 0.01% | 12,144 | $53K | — |
| XFOR X4 Pharmaceuticals Inc. | 0.00% | 10,000 | $40K | — |
| DNN Denison Mines Corp. | 0.00% | 14,850 | $40K | — |
| CXE MFS High Income Municipal TR | 0.00% | 10,500 | $39K | — |
| RBBN Ribbon Communications Inc. | 0.00% | 10,257 | $30K | — |
| PLUG Plug Power Inc. | 0.00% | 10,973 | $22K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.