Sponsored

The Analysis of FIRST NATIONAL BANK SIOUX FALLS's Holdings & P&L

Currently, FIRST NATIONAL BANK SIOUX FALLS holds 147 types of securities in its portfolio with a total value $365.5M.

1M P&L

-3.5M-1.05%

3M P&L

+9.9M+3.05%

HY P&L

+23.0M+7.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A260.8M

77.7%

2Internet Retail6.1M

1.8%

3Consumer Electronics5.9M

1.7%

Top Industries by Stock Count

1N/A44 stocks

35.2%

2Software - Application4 stocks

3.2%

3Asset Management4 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO Vanguard 500 Index Fund ETF50.2K shares0.00%2026-06-302026-07-24

JMTG JPMorgan Mortgage-Backed Securities ETF611.8K shares0.00%2026-06-302026-07-24

AVDE Avantis International Equity ETF285.0K shares0.00%2026-06-302026-07-24

IDEV iShares Core MSCI International247.9K shares0.00%2026-06-302026-07-24

AVLV Avantis US Large Cap Value ETF225.0K shares0.00%2026-06-302026-07-24

VO Vanguard Mid-Cap Index ETF48.2K shares0.00%2026-06-302026-07-24

RSP Invesco S&P 500 Equal Weight ETF56.6K shares0.00%2026-06-302026-07-24

DFAX Dimensional World EX US Core Equity 2 ETF308.5K shares0.00%2026-06-302026-07-24

Sponsored

VTV Vanguard Value ETF55.4K shares0.00%2026-06-302026-07-24

DFAS Dimensional US Small Cap ETF144.8K shares0.00%2026-06-302026-07-24

SCHG Schwab U.S. Large-Cap Growth ETF283.9K shares0.00%2026-06-302026-07-24

AVDV Avantis Intl Small Cap Value ETF85.0K shares0.00%2026-06-302026-07-24

AVUV Avantis US Small Cap Value ETF77.0K shares0.00%2026-06-302026-07-24

DFUV Dimensional US Marketwide Value ETF134.3K shares0.00%2026-06-302026-07-24

AMZN Amazon Com Inc23.6K shares0.00%2026-06-302026-07-24

AAPL Apple Inc22.2K shares0.00%2026-06-302026-07-24

Sponsored

BRK.B Berkshire Hathaway Inc Class B11.1K shares0.00%2026-06-302026-07-24

DFAI Dimensional International Core Equity Market ETF111.6K shares0.00%2026-06-302026-07-24

State Street SPDR S&P 500 ETF Trust State Street SPDR S&P 500 ETF Trust6.3K shares0.00%2026-06-302026-07-24

CAT Caterpillar Inc5.7K shares0.00%2026-06-302026-07-24

Visa Inc Visa Inc12.6K shares0.00%2026-06-302026-07-24

Apollo Global Management Inc Apollo Global Management Inc29.9K shares0.00%2026-06-302026-07-24

GOOGL Alphabet Inc Capital Stock Class A9.6K shares0.00%2026-06-302026-07-24

MSFT Microsoft Corp7.4K shares0.00%2026-06-302026-07-24

Sponsored

IWF IShares Russell 1000 Growth Index Fund6.2K shares0.00%2026-06-302026-07-24

AVMV Avantis US Mid Cap Value ETF36.7K shares0.00%2026-06-302026-07-24

USEW Cambria US EW ETF51.1K shares0.00%2026-06-302026-07-24

MTBA Simplify MBS ETF52.5K shares0.00%2026-06-302026-07-24

J P Morgan Chase & Co J P Morgan Chase & Co8.0K shares0.00%2026-06-302026-07-24

WTV WisdomTree U.S. Value Fund22.2K shares0.00%2026-06-302026-07-24

Oracle Corp Oracle Corp12.1K shares0.00%2026-06-302026-07-24

BX Blackstone Inc16.2K shares0.00%2026-06-302026-07-24

Sponsored

IWP IShares Russell MidCap Growth15.3K shares0.00%2026-06-302026-07-24

VEA Vanguard FTSE Developed Markets Index Fund ETF29.6K shares0.00%2026-06-302026-07-24

Exxon Mobil Corp Exxon Mobil Corp13.3K shares0.00%2026-06-302026-07-24

Mastercard Inc Mastercard Inc3.6K shares0.00%2026-06-302026-07-24

ELM Elm Market Navigator ETF64.8K shares0.00%2026-06-302026-07-24

CSX CSX Corp40.5K shares0.00%2026-06-302026-07-24

BAC Bank of America Corp28.6K shares0.00%2026-06-302026-07-24

UBER Uber Technologies Inc18.7K shares0.00%2026-06-302026-07-24

Sponsored

IVW iShares S&P 500 Growth ETF11.0K shares0.00%2026-06-302026-07-24

ASML ASML Holding NV976 shares0.00%2026-06-302026-07-24

KKR KKR & Company Inc13.4K shares0.00%2026-06-302026-07-24

AbbVie Inc AbbVie Inc6.4K shares0.00%2026-06-302026-07-24

Meta Platforms Inc Meta Platforms Inc2.0K shares0.00%2026-06-302026-07-24

WST West Pharmaceutical Services Inc4.7K shares0.00%2026-06-302026-07-24

PEP Pepsico Inc8.0K shares0.00%2026-06-302026-07-24

MUB IShares National Muni Bond ETF11.9K shares0.00%2026-06-302026-07-24

Sponsored

SHW Sherwin Williams Co3.7K shares0.00%2026-06-302026-07-24

UNP Union Pacific Corp4.8K shares0.00%2026-06-302026-07-24

VUG Vanguard Growth Vipers Fund ETF2.4K shares0.00%2026-06-302026-07-24

IWO IShares Russell 2000 Growth Fund3.2K shares0.00%2026-06-302026-07-24

WFC Wells Fargo & Co13.5K shares0.00%2026-06-302026-07-24

GOOG Alphabet Inc Cap Stk Class C3.2K shares0.00%2026-06-302026-07-24

LLY Eli Lilly & Co1.2K shares0.00%2026-06-302026-07-24

VYM Vanguard High Dividend Yield ETF6.7K shares0.00%2026-06-302026-07-24

Sponsored

EXPE Expedia Group Inc4.0K shares0.00%2026-06-302026-07-24

DIS Walt Disney Co/The9.7K shares0.00%2026-06-302026-07-24

JNJ Johnson & Johnson4.3K shares0.00%2026-06-302026-07-24

CMI Cummins Inc1.6K shares0.00%2026-06-302026-07-24

DFAU Dimensional US Core Equity Market ETF19.4K shares0.00%2026-06-302026-07-24

TJX TJX Companies Inc5.9K shares0.00%2026-06-302026-07-24

CVX Chevron Corp4.9K shares0.00%2026-06-302026-07-24

Ishares Core MSCI EAFE ETF Ishares Core MSCI EAFE ETF9.4K shares0.00%2026-06-302026-07-24

Sponsored

IJH IShares Core S&P Mid-Cap ETF12.3K shares0.00%2026-06-302026-07-24

DHR Danaher Corp4.5K shares0.00%2026-06-302026-07-24

PM Philip Morris International5.5K shares0.00%2026-06-302026-07-24

IShares Core S&P 500 ETF IShares Core S&P 500 ETF1.1K shares0.00%2026-06-302026-07-24

VNO Vornado Realty Trust28.3K shares0.00%2026-06-302026-07-24

LPRE Long Pond Real Estate Select ETF28.6K shares0.00%2026-06-302026-07-24

ORLY O'Reilly Automotive Inc8.4K shares0.00%2026-06-302026-07-24

The Travelers Companies Inc The Travelers Companies Inc2.5K shares0.00%2026-06-302026-07-24

Sponsored

Cisco Systems Inc Cisco Systems Inc8.5K shares0.00%2026-06-302026-07-24

KO Coca-Cola Company9.0K shares0.00%2026-06-302026-07-24

SBUX Starbucks Corporation6.5K shares0.00%2026-06-302026-07-24

Broadcom Inc Broadcom Inc1.6K shares0.00%2026-06-302026-07-24

MNST Monster Beverage8.3K shares0.00%2026-06-302026-07-24

Americold Realty Trust Inc Americold Realty Trust Inc50.4K shares0.00%2026-06-302026-07-24

PG Procter & Gamble Co4.3K shares0.00%2026-06-302026-07-24

LMT Lockheed Martin Corp993 shares0.00%2026-06-302026-07-24

Sponsored

SPG Simon Property Group Inc2.9K shares0.00%2026-06-302026-07-24

VBR Vanguard Small-Cap Value ETF2.5K shares0.00%2026-06-302026-07-24

EFA IShares Msci Eafe Index Fund5.5K shares0.00%2026-06-302026-07-24

FICO Fair Isaac Corp522 shares0.00%2026-06-302026-07-24

CPB The Campbell's Company26.5K shares0.00%2026-06-302026-07-24

BMY Bristol Myers Squibb Co9.2K shares0.00%2026-06-302026-07-24

IBM International Business Machines2.1K shares0.00%2026-06-302026-07-24

LOW Lowes Companies Inc2.1K shares0.00%2026-06-302026-07-24

Sponsored

Pool Corporation Pool Corporation2.3K shares0.00%2026-06-302026-07-24

DGRS WisdomTree U.S. SmallCap Quality Dividend9.1K shares0.00%2026-06-302026-07-24

GE General Electric1.7K shares0.00%2026-06-302026-07-24

EEM IShares MSCI Emerging Markets7.8K shares0.00%2026-06-302026-07-24

WMT WalMart Inc3.9K shares0.00%2026-06-302026-07-24

GLD SPDR Gold Trust1.1K shares0.00%2026-06-302026-07-24

DGRW WisdomTree US Quality Dividend Growth ETF5.1K shares0.00%2026-06-302026-07-24

PSX Phillips 662.9K shares0.00%2026-06-302026-07-24

Sponsored

GD General Dynamics Corp1.4K shares0.00%2026-06-302026-07-24

EA Electronic Arts Inc2.3K shares0.00%2026-06-302026-07-24

DLTR Dollar Tree Inc4.6K shares0.00%2026-06-302026-07-24

HD Home Depot Inc1.4K shares0.00%2026-06-302026-07-24

AEP American Electric Power Inc3.4K shares0.00%2026-06-302026-07-24

UnitedHealth Group Inc UnitedHealth Group Inc1.4K shares0.00%2026-06-302026-07-24

BKH Black Hills Corp5.5K shares0.00%2026-06-302026-07-24

TMO Thermo Fisher Scientific Inc813 shares0.00%2026-06-302026-07-24

Sponsored

Nextera Energy Inc Nextera Energy Inc4.5K shares0.00%2026-06-302026-07-24

MCD McDonalds Corp1.3K shares0.00%2026-06-302026-07-24

GEV GE Vernova LLC419 shares0.00%2026-06-302026-07-24

AWI Armstrong World Industries2.4K shares0.00%2026-06-302026-07-24

VNQ Vanguard Real Estate ETF4.0K shares0.00%2026-06-302026-07-24

MPC Marathon Petroleum Corp1.6K shares0.00%2026-06-302026-07-24

HIFS Hingham Institution For Saving1.2K shares0.00%2026-06-302026-07-24

ABT Abbott Laboratories3.9K shares0.00%2026-06-302026-07-24

Sponsored

DG Dollar General3.0K shares0.00%2026-06-302026-07-24

NVDA NVIDIA Corp1.8K shares0.00%2026-06-302026-07-24

Servicenow Inc Servicenow Inc3.7K shares0.00%2026-06-302026-07-24

APD Air Products & Chemicials Inc1.2K shares0.00%2026-06-302026-07-24

Q Qnity Electronics Inc2.7K shares0.00%2026-06-302026-07-24

RTX Corporation RTX Corporation1.8K shares0.00%2026-06-302026-07-24

DIA State Street SPDR Dow Jones Industrial Average ETF705 shares0.00%2026-06-302026-07-24

DE Deere & Co581 shares0.00%2026-06-302026-07-24

Sponsored

COR CENCORA, INC.1.0K shares0.00%2026-06-302026-07-24

COP Conocophillips2.6K shares0.00%2026-06-302026-07-24

SHOO Steven Madden LTD8.1K shares0.00%2026-06-302026-07-24

EMR Emerson Electric Co2.1K shares0.00%2026-06-302026-07-24

CAH Cardinal Health Inc1.4K shares0.00%2026-06-302026-07-24

YUM Yum Brands Inc1.8K shares0.00%2026-06-302026-07-24

CNS Cohen & Steers Inc4.4K shares0.00%2026-06-302026-07-24

XEL Xcel Energy Inc3.4K shares0.00%2026-06-302026-07-24

Sponsored

ADP Automatic Data Processing Inc1.3K shares0.00%2026-06-302026-07-24

HBAN Huntington Bancshares Inc15.9K shares0.00%2026-06-302026-07-24

MRK Merck and Co Inc2.2K shares0.00%2026-06-302026-07-24

VYMI Vanguard International High Dividend Yield ETF2.5K shares0.00%2026-06-302026-07-24

Waste Management Inc Waste Management Inc1.1K shares0.00%2026-06-302026-07-24

EBAY Ebay Inc2.4K shares0.00%2026-06-302026-07-24

CTSH Cognizant Technology Solutions Corp4.0K shares0.00%2026-06-302026-07-24

BLK Blackrock Inc225 shares0.00%2026-06-302026-07-24

Sponsored

CRM Salesforce, Inc1.3K shares0.00%2026-06-302026-07-24

TGT Target Corp1.8K shares0.00%2026-06-302026-07-24

IAU iShares Gold Trust2.5K shares0.00%2026-06-302026-07-24

SRE Sempra Energy2.3K shares0.00%2026-06-302026-07-24

EVRG Evergy Inc2.7K shares0.00%2026-06-302026-07-24

CSD Invesco S&P Spin-Off ETF1.8K shares0.00%2026-06-302026-07-24

QQQ Invesco QQQ Trust Series 1 ETF325 shares0.00%2026-06-302026-07-24

DFCA Dimensional California Municipal Bond ETF4.1K shares0.00%2026-06-302026-07-24

Sponsored

VLO Valero Energy Corp842 shares0.00%2026-06-302026-07-24

PTLO Portillo's Inc10.0K shares0.00%2026-06-302026-07-24

Envirochem, Inc Envirochem, Inc27.5K shares0.00%2026-06-302026-07-24

VOO

Vanguard 500 Index Fund ETF

0.00%

Shares50.2K

Event2026-06-30

Filed2026-07-24

JMTG

JPMorgan Mortgage-Backed Securities ETF

0.00%

Shares611.8K

Event2026-06-30

Filed2026-07-24

AVDE

Avantis International Equity ETF

0.00%

Shares285.0K

Event2026-06-30

Filed2026-07-24

IDEV

iShares Core MSCI International

0.00%

Shares247.9K

Event2026-06-30

Filed2026-07-24

AVLV

Avantis US Large Cap Value ETF

0.00%

Shares225.0K

Event2026-06-30

Filed2026-07-24

Vanguard Mid-Cap Index ETF

0.00%

Shares48.2K

Event2026-06-30

Filed2026-07-24

RSP

Invesco S&P 500 Equal Weight ETF

0.00%

Shares56.6K

Event2026-06-30

Filed2026-07-24

DFAX

Dimensional World EX US Core Equity 2 ETF

0.00%

Shares308.5K

Event2026-06-30

Filed2026-07-24

VTV

Vanguard Value ETF

0.00%

Shares55.4K

Event2026-06-30

Filed2026-07-24

DFAS

Dimensional US Small Cap ETF

0.00%

Shares144.8K

Event2026-06-30

Filed2026-07-24

SCHG

Schwab U.S. Large-Cap Growth ETF

0.00%

Shares283.9K

Event2026-06-30

Filed2026-07-24

AVDV

Avantis Intl Small Cap Value ETF

0.00%

Shares85.0K

Event2026-06-30

Filed2026-07-24

AVUV

Avantis US Small Cap Value ETF

0.00%

Shares77.0K

Event2026-06-30

Filed2026-07-24

DFUV

Dimensional US Marketwide Value ETF

0.00%

Shares134.3K

Event2026-06-30

Filed2026-07-24

AMZN

Amazon Com Inc

0.00%

Shares23.6K

Event2026-06-30

Filed2026-07-24

AAPL

Apple Inc

0.00%

Shares22.2K

Event2026-06-30

Filed2026-07-24

BRK.B

Berkshire Hathaway Inc Class B

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-24

DFAI

Dimensional International Core Equity Market ETF

0.00%

Shares111.6K

Event2026-06-30

Filed2026-07-24

State Street SPDR S&P 500 ETF Trust

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-24

CAT

Caterpillar Inc

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

Visa Inc

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-24

Apollo Global Management Inc

0.00%

Shares29.9K

Event2026-06-30

Filed2026-07-24

GOOGL

Alphabet Inc Capital Stock Class A

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-24

MSFT

Microsoft Corp

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

IWF

IShares Russell 1000 Growth Index Fund

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

AVMV

Avantis US Mid Cap Value ETF

0.00%

Shares36.7K

Event2026-06-30

Filed2026-07-24

USEW

Cambria US EW ETF

0.00%

Shares51.1K

Event2026-06-30

Filed2026-07-24

MTBA

Simplify MBS ETF

0.00%

Shares52.5K

Event2026-06-30

Filed2026-07-24

J P Morgan Chase & Co

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

WTV

WisdomTree U.S. Value Fund

0.00%

Shares22.2K

Event2026-06-30

Filed2026-07-24

Oracle Corp

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-24

Blackstone Inc

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-24

IWP

IShares Russell MidCap Growth

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-24

VEA

Vanguard FTSE Developed Markets Index Fund ETF

0.00%

Shares29.6K

Event2026-06-30

Filed2026-07-24

Exxon Mobil Corp

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-24

Mastercard Inc

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

ELM

Elm Market Navigator ETF

0.00%

Shares64.8K

Event2026-06-30

Filed2026-07-24

CSX

CSX Corp

0.00%

Shares40.5K

Event2026-06-30

Filed2026-07-24

BAC

Bank of America Corp

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-24

UBER

Uber Technologies Inc

0.00%

Shares18.7K

Event2026-06-30

Filed2026-07-24

IVW

iShares S&P 500 Growth ETF

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-24

ASML

ASML Holding NV

0.00%

Shares976

Event2026-06-30

Filed2026-07-24

KKR

KKR & Company Inc

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-24

AbbVie Inc

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

Meta Platforms Inc

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

WST

West Pharmaceutical Services Inc

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

PEP

Pepsico Inc

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

MUB

IShares National Muni Bond ETF

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-24

SHW

Sherwin Williams Co

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

UNP

Union Pacific Corp

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

VUG

Vanguard Growth Vipers Fund ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

IWO

IShares Russell 2000 Growth Fund

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

WFC

Wells Fargo & Co

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-24

GOOG

Alphabet Inc Cap Stk Class C

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

LLY

Eli Lilly & Co

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VYM

Vanguard High Dividend Yield ETF

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-24

EXPE

Expedia Group Inc

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

DIS

Walt Disney Co/The

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

JNJ

Johnson & Johnson

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

CMI

Cummins Inc

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

DFAU

Dimensional US Core Equity Market ETF

0.00%

Shares19.4K

Event2026-06-30

Filed2026-07-24

TJX

TJX Companies Inc

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

CVX

Chevron Corp

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

Ishares Core MSCI EAFE ETF

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-24

IJH

IShares Core S&P Mid-Cap ETF

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-24

DHR

Danaher Corp

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

Philip Morris International

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

IShares Core S&P 500 ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VNO

Vornado Realty Trust

0.00%

Shares28.3K

Event2026-06-30

Filed2026-07-24

LPRE

Long Pond Real Estate Select ETF

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-24

ORLY

O'Reilly Automotive Inc

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

The Travelers Companies Inc

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

Cisco Systems Inc

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-24

Coca-Cola Company

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-24

SBUX

Starbucks Corporation

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

Broadcom Inc

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

MNST

Monster Beverage

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-24

Americold Realty Trust Inc

0.00%

Shares50.4K

Event2026-06-30

Filed2026-07-24

Procter & Gamble Co

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

LMT

Lockheed Martin Corp

0.00%

Shares993

Event2026-06-30

Filed2026-07-24

SPG

Simon Property Group Inc

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VBR

Vanguard Small-Cap Value ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

EFA

IShares Msci Eafe Index Fund

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

FICO

Fair Isaac Corp

0.00%

Shares522

Event2026-06-30

Filed2026-07-24

CPB

The Campbell's Company

0.00%

Shares26.5K

Event2026-06-30

Filed2026-07-24

BMY

Bristol Myers Squibb Co

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-24

IBM

International Business Machines

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

LOW

Lowes Companies Inc

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

Pool Corporation

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

DGRS

WisdomTree U.S. SmallCap Quality Dividend

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-24

General Electric

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

EEM

IShares MSCI Emerging Markets

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

WMT

WalMart Inc

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

GLD

SPDR Gold Trust

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

DGRW

WisdomTree US Quality Dividend Growth ETF

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

PSX

Phillips 66

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

General Dynamics Corp

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

Electronic Arts Inc

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

DLTR

Dollar Tree Inc

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

Home Depot Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

AEP

American Electric Power Inc

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

UnitedHealth Group Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BKH

Black Hills Corp

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

TMO

Thermo Fisher Scientific Inc

0.00%

Shares813

Event2026-06-30

Filed2026-07-24

Nextera Energy Inc

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

MCD

McDonalds Corp

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

GEV

GE Vernova LLC

0.00%

Shares419

Event2026-06-30

Filed2026-07-24

AWI

Armstrong World Industries

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

VNQ

Vanguard Real Estate ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

MPC

Marathon Petroleum Corp

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

HIFS

Hingham Institution For Saving

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ABT

Abbott Laboratories

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

Dollar General

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA Corp

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

Servicenow Inc

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

APD

Air Products & Chemicials Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

Qnity Electronics Inc

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

RTX Corporation

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

DIA

State Street SPDR Dow Jones Industrial Average ETF

0.00%

Shares705

Event2026-06-30

Filed2026-07-24

Deere & Co

0.00%

Shares581

Event2026-06-30

Filed2026-07-24

COR

CENCORA, INC.

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

COP

Conocophillips

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

SHOO

Steven Madden LTD

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

EMR

Emerson Electric Co

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CAH

Cardinal Health Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

YUM

Yum Brands Inc

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

CNS

Cohen & Steers Inc

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

XEL

Xcel Energy Inc

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

ADP

Automatic Data Processing Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

HBAN

Huntington Bancshares Inc

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-24

MRK

Merck and Co Inc

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

VYMI

Vanguard International High Dividend Yield ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

Waste Management Inc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EBAY

Ebay Inc

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

CTSH

Cognizant Technology Solutions Corp

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

BLK

Blackrock Inc

0.00%

Shares225

Event2026-06-30

Filed2026-07-24

CRM

Salesforce, Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

TGT

Target Corp

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

IAU

iShares Gold Trust

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

SRE

Sempra Energy

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

EVRG

Evergy Inc

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

CSD

Invesco S&P Spin-Off ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

QQQ

Invesco QQQ Trust Series 1 ETF

0.00%

Shares325

Event2026-06-30

Filed2026-07-24

DFCA

Dimensional California Municipal Bond ETF

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-24

VLO

Valero Energy Corp

0.00%

Shares842

Event2026-06-30

Filed2026-07-24

PTLO

Portillo's Inc

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

Envirochem, Inc

0.00%

Shares27.5K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available