FDx Advisors, Inc.

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, FDx Advisors, Inc. maintained a portfolio of 188 distinct positions. They heavily accumulated shares in VANGUARD BD INDEX FD, increasing their position by 2.0%. Conversely, FDx Advisors, Inc. completely exited their position in ISHARES TR CORE MSCI.
PCA Score Concentration Risk
Risk ENB
Total Positions
188
Quarter
2025 Q4
Top Holding
BND (8.8%)
Top 10 Concentration
55.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 188
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BND
VANGUARD BD IND...
ETF 8.83% 5.12% #1
Prev: #1
5.5 4,613 2.0%
P
S
233,682 $17,309,000 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR RUS ...
ETF 7.35% 4.54% #2 1
Prev: #3
2.9 -737 -2.4%
P
S
30,469 $14,421,000 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHP
SCHWAB STRATEGI...
ETF 7.02% 4.08% #3 2
Prev: #5
4.8 14,276 2.8%
P
S
519,684 $13,766,000 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWD
ISHARES TR RUS ...
ETF 6.85% 4.01% #4 2
Prev: #6
2.7 -1,583 -2.4%
P
S
63,828 $13,426,000 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MBB
ISHARES TR MBS ...
ETF 5.56% 3.25% #5 2
Prev: #7
4.2 938 0.8%
P
S
114,482 $10,901,000 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR CORE...
ETF 5.00% 2.95% #6 2
Prev: #8
2.0 -2,072 -2.5%
P
S
81,597 $9,806,000 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR CORE...
ETF 4.89% 2.04% #7 4
Prev: #11
4.1 4,051 40.7%
P
S
13,997 $9,587,000 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR CORE...
ETF 4.29% 2.66% #8 1
Prev: #9
1.7 -4,087 -4.6%
P
S
84,197 $8,410,000 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MGC
VANGUARD WORLD ...
ETF 3.19% 1.91% #9 5
Prev: #14
1.3 -396 -1.6%
P
S
24,898 $6,254,000 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
ETF 2.85% 1.74% #10 6
Prev: #16
1.1 -190 -1.6%
P
S
11,472 $5,597,000 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IAU
ISHARES GOLD TR...
ETF 2.73% 1.63% #11 6
Prev: #17
1.1 -6,280 -8.7%
P
S
65,832 $5,344,000 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWR
ISHARES TR RUS ...
ETF 2.54% 1.48% #12 8
Prev: #20
3.0 36 0.1%
P
S
51,775 $4,984,000 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGIB
ISHARES TR ISHS...
ETF 2.39% 1.38% #13 9
Prev: #22
3.0 1,635 1.9%
P
S
86,984 $4,687,000 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP ...
Technology 2.22% 1.42% #14 7
Prev: #21
0.9 -145 -1.6%
P
S
9,006 $4,355,000 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VSS
VANGUARD INTL E...
ETF 1.80% 1.11% #15 10
Prev: #25
0.7 -1,279 -4.9%
P
S
24,667 $3,536,000 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 1.78% 1.05% #16 10
Prev: #26
0.7 -539 -3.2%
P
S
16,507 $3,496,000 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 1.77% 1.02% #17 12
Prev: #29
2.7 843 2.2%
P
S
39,138 $3,463,000 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 1.49% 0.81% #18 16
Prev: #34
2.6 869 6.0%
P
S
15,332 $2,928,000 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES TR 20 Y...
ETF 1.41% 0.86% #19 13
Prev: #32
0.6 -91 -0.3%
P
S
31,660 $2,759,000 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTEB
VANGUARD MUN BD...
ETF 1.37% 0.77% #20 16
Prev: #36
2.6 2,851 5.6%
P
S
53,586 $2,695,000 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC COM
Technology 1.28% 0.77% #21 14
Prev: #35
0.5 -280 -2.9%
P
S
9,234 $2,510,000 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Technology 1.26% 0.73% #22 15
Prev: #37
2.5 16 0.2%
P
S
8,099 $2,461,000 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BCD
ABRDN ETFS BBRG...
ETF 1.18% 0.81% #23 10
Prev: #33
0.5 -2,488 -3.2%
P
S
74,703 $2,313,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IHF
ISHARES TR US H...
ETF 1.15% 0.69% #24 14
Prev: #38
0.5 -535 -1.1%
P
S
47,009 $2,254,000 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC ...
Consumer Cyclical 1.11% 0.69% #25 15
Prev: #40
2.4 61 0.7%
P
S
9,442 $2,179,000 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IDEV
ISHARES TR CORE...
ETF 0.00% 4.74%
Sold All 😨
(Was: #2)
0.3 -195,965 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC COR...
ETF 0.00% 4.12%
Sold All 😨
(Was: #4)
0.3 -201,320 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
ETF 0.00% 2.65%
Sold All 😨
(Was: #10)
0.3 -81,877 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JQUA
J P MORGAN EXCH...
ETF 0.00% 2.00%
Sold All 😨
(Was: #12)
0.3 -106,286 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR CORE...
ETF 0.00% 1.92%
Sold All 😨
(Was: #13)
0.3 -72,750 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPIB
SPDR SERIES TRU...
ETF 0.00% 1.90%
Sold All 😨
(Was: #15)
0.3 -187,474 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.00% 1.61%
Sold All 😨
(Was: #18)
0.3 -26,556 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JMBS
JANUS DETROIT S...
ETF 0.00% 1.51%
Sold All 😨
(Was: #19)
0.3 -109,697 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 0.00% 1.25%
Sold All 😨
(Was: #23)
0.3 -95,478 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMDY
ISHARES U S ETF...
ETF 0.00% 1.20%
Sold All 😨
(Was: #24)
0.3 -74,228 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SDY
SPDR SERIES TRU...
ETF 0.00% 1.03%
Sold All 😨
(Was: #27)
0.3 -25,102 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IPAC
ISHARES TR CORE...
ETF 0.00% 1.03%
Sold All 😨
(Was: #28)
0.3 -45,835 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IGV
ISHARES TR EXPA...
ETF 0.00% 0.98%
Sold All 😨
(Was: #30)
0.3 -28,203 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRF
INVESCO EXCHANG...
ETF 0.00% 0.91%
Sold All 😨
(Was: #31)
0.3 -66,111 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KBE
SPDR SERIES TRU...
ETF 0.00% 0.69%
Sold All 😨
(Was: #39)
0.3 -40,520 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPTL
SPDR SERIES TRU...
ETF 0.00% 0.68%
Sold All 😨
(Was: #41)
0.3 -83,719 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.00% 0.63%
Sold All 😨
(Was: #42)
0.3 -3,244 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VLUE
ISHARES TR MSCI...
ETF 0.00% 0.60%
Sold All 😨
(Was: #45)
0.3 -15,309 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PSK
SPDR SERIES TRU...
ETF 0.00% 0.58%
Sold All 😨
(Was: #46)
0.3 -59,189 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC CO...
Technology 0.00% 0.56%
Sold All 😨
(Was: #48)
0.3 -5,078 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DWX
SPDR INDEX SHS ...
ETF 0.00% 0.45%
Sold All 😨
(Was: #50)
0.3 -35,248 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
USHY
ISHARES TR BROA...
ETF 0.00% 0.45%
Sold All 😨
(Was: #52)
0.3 -39,601 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SE
SEA LTD SPONSOR...
Consumer Cyclical 0.00% 0.44%
Sold All 😨
(Was: #53)
0.3 -9,427 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP C...
Communication Services 0.00% 0.41%
Sold All 😨
(Was: #55)
0.3 -2,144 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XRT
SPDR SERIES TRU...
ETF 0.00% 0.40%
Sold All 😨
(Was: #56)
0.3 -16,377 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIS
NEBIUS GROUP N ...
Communication Services 0.00% 0.37%
Sold All 😨
(Was: #58)
0.3 -9,463 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.00% 0.31%
Sold All 😨
(Was: #60)
0.3 -1,567 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC CA...
Communication Services 0.00% 0.30%
Sold All 😨
(Was: #61)
0.3 -3,612 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CA...
Communication Services 0.00% 0.29%
Sold All 😨
(Was: #66)
0.3 -3,411 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLCA
FRANKLIN TEMPLE...
ETF 0.00% 0.28%
Sold All 😨
(Was: #67)
0.3 -20,646 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC COM
Consumer Cyclical 0.00% 0.28%
Sold All 😨
(Was: #68)
0.3 -2,044 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC COM CL...
Financial Services 0.00% 0.24%
Sold All 😨
(Was: #70)
0.3 -2,386 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ASML
ASML HOLDING N ...
Technology 0.00% 0.24%
Sold All 😨
(Was: #71)
0.3 -747 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TLN
TALEN ENERGY CO...
Utilities 0.00% 0.23%
Sold All 😨
(Was: #74)
0.3 -1,899 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.00% 0.23%
Sold All 😨
(Was: #75)
0.3 -2,421 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VRT
VERTIV HOLDINGS...
Industrials 0.00% 0.20%
Sold All 😨
(Was: #78)
0.3 -3,473 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC COM
ETF 0.00% 0.19%
Sold All 😨
(Was: #79)
0.3 -559 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPNG
COUPANG INC CL ...
Consumer Cyclical 0.00% 0.18%
Sold All 😨
(Was: #80)
0.3 -19,299 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VCSH
VANGUARD SCOTTS...
ETF 0.00% 0.18%
Sold All 😨
(Was: #81)
0.3 -7,694 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC C...
Technology 0.00% 0.17%
Sold All 😨
(Was: #83)
0.3 -7,935 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.00% 0.17%
Sold All 😨
(Was: #85)
0.3 -4,933 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
SEAGATE TECHNOL...
Technology 0.00% 0.17%
Sold All 😨
(Was: #86)
0.3 -2,168 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC COM
Healthcare 0.00% 0.16%
Sold All 😨
(Was: #88)
0.3 -2,481 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
Financial Services 0.00% 0.16%
Sold All 😨
(Was: #89)
0.3 -3,598 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC SHS
Basic Materials 0.00% 0.16%
Sold All 😨
(Was: #90)
0.3 -1,259 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CP
CANADIAN PACIFI...
Industrials 0.00% 0.15%
Sold All 😨
(Was: #93)
0.3 -7,185 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACGL
ARCH CAP GROUP ...
Financial Services 0.00% 0.15%
Sold All 😨
(Was: #94)
0.3 -5,760 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NU
NU HLDGS LTD OR...
Financial Services 0.00% 0.14%
Sold All 😨
(Was: #95)
0.3 -29,562 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UBS
UBS GROUP AG SH...
Financial Services 0.00% 0.14%
Sold All 😨
(Was: #96)
0.3 -12,301 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RWO
SPDR INDEX SHS ...
ETF 0.00% 0.14%
Sold All 😨
(Was: #97)
0.3 -10,434 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
T
AT T INC COM
Communication Services 0.00% 0.14%
Sold All 😨
(Was: #99)
0.3 -18,234 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MELI
MERCADOLIBRE IN...
Consumer Cyclical 0.00% 0.13%
Sold All 😨
(Was: #100)
0.3 -190 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBN
ICICI BANK LIMI...
Financial Services 0.00% 0.13%
Sold All 😨
(Was: #102)
0.3 -14,406 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.12%
Sold All 😨
(Was: #106)
0.3 -6,536 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ENB
ENBRIDGE INC CO...
Energy 0.00% 0.12%
Sold All 😨
(Was: #107)
0.3 -8,639 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JSI
JANUS DETROIT S...
ETF 0.00% 0.12%
Sold All 😨
(Was: #109)
0.3 -7,371 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RACE
FERRARI N V COM
Consumer Cyclical 0.00% 0.11%
Sold All 😨
(Was: #113)
0.3 -877 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JCI
JOHNSON CTLS IN...
Industrials 0.00% 0.10%
Sold All 😨
(Was: #114)
0.3 -2,948 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TFC
TRUIST FINL COR...
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #121)
0.3 -7,170 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP COM
Utilities 0.00% 0.09%
Sold All 😨
(Was: #123)
0.3 -1,673 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PLD
PROLOGIS INC CO...
Real Estate 0.00% 0.09%
Sold All 😨
(Was: #125)
0.3 -2,529 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MNDY
MONDAY COM LTD ...
Technology 0.00% 0.09%
Sold All 😨
(Was: #126)
0.3 -1,530 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AON
AON PLC SHS CL ...
Financial Services 0.00% 0.09%
Sold All 😨
(Was: #127)
0.3 -913 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WCN
WASTE CONNECTIO...
Industrials 0.00% 0.09%
Sold All 😨
(Was: #131)
0.3 -1,828 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DUK
DUKE ENERGY COR...
Utilities 0.00% 0.09%
Sold All 😨
(Was: #132)
0.3 -2,428 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MDT
MEDTRONIC PLC S...
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #135)
0.3 -3,155 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ACN
ACCENTURE PLC I...
Technology 0.00% 0.08%
Sold All 😨
(Was: #137)
0.3 -1,114 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTS
ZOETIS INC CL A
Healthcare 0.00% 0.08%
Sold All 😨
(Was: #138)
0.3 -1,917 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALAB
ASTERA LABS INC...
Technology 0.00% 0.08%
Sold All 😨
(Was: #139)
0.3 -1,476 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRH
CRH PLC ORD
Basic Materials 0.00% 0.08%
Sold All 😨
(Was: #141)
0.3 -2,307 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XEL
XCEL ENERGY INC...
Utilities 0.00% 0.08%
Sold All 😨
(Was: #143)
0.3 -3,351 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NOW
SERVICENOW INC ...
Technology 0.00% 0.08%
Sold All 😨
(Was: #144)
0.3 -295 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CB
CHUBB LIMITED C...
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #146)
0.3 -974 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNY
SANOFI SA SPONS...
Healthcare 0.00% 0.08%
Sold All 😨
(Was: #145)
0.3 -5,343 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PPL
PPL CORP COM
Utilities 0.00% 0.08%
Sold All 😨
(Was: #149)
0.3 -7,211 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IQV
IQVIA HLDGS INC...
Healthcare 0.00% 0.08%
Sold All 😨
(Was: #150)
0.3 -1,205 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USIG
ISHARES TR USD ...
ETF 0.00% 0.07%
Sold All 😨
(Was: #153)
0.3 -4,790 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S P GLOBAL INC ...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #155)
0.3 -512 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ISRG
INTUITIVE SURGI...
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #156)
0.3 -460 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AEP
AMERICAN ELEC P...
Utilities 0.00% 0.07%
Sold All 😨
(Was: #157)
0.3 -2,003 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #158)
0.3 -696 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CME
CME GROUP INC C...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #159)
0.3 -890 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GFL
GFL ENVIRONMENT...
Industrials 0.00% 0.07%
Sold All 😨
(Was: #161)
0.3 -5,238 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC ...
Industrials 0.00% 0.07%
Sold All 😨
(Was: #162)
0.3 -598 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RBLX
ROBLOX CORP CL ...
Communication Services 0.00% 0.07%
Sold All 😨
(Was: #165)
0.3 -1,967 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UBER
UBER TECHNOLOGI...
Technology 0.00% 0.07%
Sold All 😨
(Was: #166)
0.3 -2,303 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WDAY
WORKDAY INC CL ...
Technology 0.00% 0.06%
Sold All 😨
(Was: #169)
0.3 -902 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GSK
GSK PLC SPONSOR...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #171)
0.3 -4,568 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MO
ALTRIA GROUP IN...
Consumer Defensive 0.00% 0.06%
Sold All 😨
(Was: #173)
0.3 -3,775 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSX
BOSTON SCIENTIF...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #174)
0.3 -2,093 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAH
CARDINAL HEALTH...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #178)
0.3 -1,065 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PHM
PULTE GROUP INC...
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #179)
0.3 -1,679 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MDB
MONGODB INC CL ...
Technology 0.00% 0.06%
Sold All 😨
(Was: #180)
0.3 -556 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PFFD
GLOBAL X FDS US...
ETF 0.00% 0.06%
Sold All 😨
(Was: #181)
0.3 -10,158 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC ORD
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #182)
0.3 -22,104 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RKT
ROCKET COS INC ...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #183)
0.3 -10,473 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBAN
HUNTINGTON BANC...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #184)
0.3 -10,486 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 188 holdings

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