Sponsored
The Analysis of ADIRONDACK TRUST CO's Holdings & P&L
Currently, ADIRONDACK TRUST CO holds 544 types of securities in its portfolio with a total value $297.6M. In the most recent quarter, they have increased their positions in IBDW (+89.1K shares, valued at $1.9M), IBDY (+59.2K shares, valued at $1.5M), IBCA (+51.4K shares, valued at $1.3M); decreased their positions in SPY (-2.0K shares, valued at $1.3M), AAPL (-2.6K shares, valued at $654.0K), LMT (-819 shares, valued at $495.0K); initiated new positions in HTGC (+24.0K shares, valued at $354.5K), N/A (+548 shares, valued at $108.1K), AWK (+600 shares, valued at $81.7K).
1M P&L
-3.5M-1.09%
3M P&L
-16.4M-4.87%
HY P&L
-9.5M-2.88%
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/A124.1M
43.2%
2Semiconductors18.8M
6.5%
3Consumer Electronics16.4M
5.7%
Top Industries by Stock Count
1N/A126 stocks
25.4%
2Software - Application18 stocks
3.6%
3Software - Infrastructure15 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
BERKSHIRE HATHAWAY INC. DEL CLASS B BERKSHIRE HATHAWAY INC. DEL CLASS B8.7K shares-10.46%2026-03-312026-04-03
Sponsored
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Sponsored
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Sponsored
PUTNAM ETF TRUST FRANKLIN NYMUNICIPAL INCOME PUTNAM ETF TRUST FRANKLIN NYMUNICIPAL INCOME29.8K shares0.00%2026-03-312026-04-03
Sponsored
VANGUARD NJ LONG-TERM TAX EXEMPT FD VANGUARD NJ LONG-TERM TAX EXEMPT FD18.9K shares0.00%2026-03-312026-04-03
Sponsored
Sponsored
LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD2.7K shares0.00%2026-03-312026-04-03
Sponsored
Sponsored
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W ISHARES CORE TOTAL US AGGREGATE BOND ETF-W1.5K shares26.06%2026-03-312026-04-03
Sponsored
Sponsored
Sponsored
Sponsored
MARVELL TECHNOLOGY INC. COMMON STOCK MARVELL TECHNOLOGY INC. COMMON STOCK834 shares-2.23%2026-03-312026-04-03
Sponsored
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD DEVELOPED MARKETS INDEX FUND3.7K sharesnew addition2026-03-312026-04-03
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SOLSTICE ADVANCED MATERIALS INC. SOLSTICE ADVANCED MATERIALS INC.419 shares-10.85%2026-03-312026-04-03
Sponsored
Sponsored
SHELTON FDS NASDAQ 100 INDEX FD CL INV SHELTON FDS NASDAQ 100 INDEX FD CL INV619 shares-24.60%2026-03-312026-04-03
Sponsored
Sponsored
Sponsored
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W31 shares0.00%2026-03-312026-04-03
Sponsored
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Sponsored
Sponsored
FIDELITY INTER MUNI INCOME FUND FIDELITY INTER MUNI INCOME FUND1.1K sharesnew addition2026-03-312026-04-03
Sponsored
SEI INST MANAGED TRUST TAX-MANAGED SEI INST MANAGED TRUST TAX-MANAGED262 sharesnew addition2026-03-312026-04-03
Sponsored
Sponsored
Sponsored
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INVESCO MAIN STREET FUND - CLASS A INVESCO MAIN STREET FUND - CLASS A109 shares-26.35%2026-03-312026-04-03
Sponsored
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Sponsored
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Sponsored
Sponsored
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD DEVELOPED MARKETS INDEX FUND139 shares0.72%2026-03-312026-04-03
Sponsored
SPY
-3.41%SPDR S & P 500 ETF TRUST
Shares56.7K
Event2026-03-31
Filed2026-04-03
AAPL
-3.83%APPLE INC
Shares64.7K
Event2026-03-31
Filed2026-04-03
NVDA
-1.96%NVIDIA CORP.
Shares87.7K
Event2026-03-31
Filed2026-04-03
VTHR
12.42%ETF VANGUARD RUSSELL 3000
Shares32.6K
Event2026-03-31
Filed2026-04-03
MSFT
-2.62%MICROSOFT CORP
Shares23.8K
Event2026-03-31
Filed2026-04-03
AMZN
-1.81%AMAZON. COM, INC
Shares37.1K
Event2026-03-31
Filed2026-04-03
JPM
-7.36%JPMORGAN CHASE & CO COM
Shares20.1K
Event2026-03-31
Filed2026-04-03
MDY
-6.99%S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF
Shares9.6K
Event2026-03-31
Filed2026-04-03
CAT
-3.49%CATERPILLAR INC
Shares7.6K
Event2026-03-31
Filed2026-04-03
IBDW
57.40%ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
Shares244.4K
Event2026-03-31
Filed2026-04-03
IWF
-2.13%ISHARES RUSSELL 1000 GROWTH ETF
Shares11.4K
Event2026-03-31
Filed2026-04-03
JNJ
-8.72%JOHNSON & JOHNSON
Shares19.9K
Event2026-03-31
Filed2026-04-03
BERKSHIRE HATHAWAY INC. DEL CLASS B
-10.46%BERKSHIRE HATHAWAY INC. DEL CLASS B
Shares8.7K
Event2026-03-31
Filed2026-04-03
IJR
-2.90%ISHARES CORE S&P SMALL-CAP ETF
Shares32.1K
Event2026-03-31
Filed2026-04-03
XOM
-3.05%EXXON MOBIL CORP
Shares23.0K
Event2026-03-31
Filed2026-04-03
PG
-3.47%PROCTER & GAMBLE CO
Shares26.2K
Event2026-03-31
Filed2026-04-03
IBDV
23.36%ISHARES IBONDS DEC 2030 TERM CORP-ETF
Shares163.9K
Event2026-03-31
Filed2026-04-03
IBDU
23.52%ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
Shares151.9K
Event2026-03-31
Filed2026-04-03
LLY
-4.04%ELI LILLY & CO
Shares3.8K
Event2026-03-31
Filed2026-04-03
AGG
0.37%ISHARES CORE TOTAL US AGGREGATE BOND ETF
Shares34.2K
Event2026-03-31
Filed2026-04-03
MCD
-5.61%MCDONALDS CORP
Shares10.6K
Event2026-03-31
Filed2026-04-03
IBDX
64.37%ISHARES TRUST IBONDS DEC2032TERM CORP ETF
Shares130.1K
Event2026-03-31
Filed2026-04-03
META
-6.15%META PLATFORMS INC
Shares5.6K
Event2026-03-31
Filed2026-04-03
CVX
-4.90%CHEVRON CORPORATION
Shares15.0K
Event2026-03-31
Filed2026-04-03
IBDT
18.20%ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
Shares121.4K
Event2026-03-31
Filed2026-04-03
IBDY
99.02%ISHARES IBONDS DEC 2033 TERMCORPORATE ETF
Shares118.9K
Event2026-03-31
Filed2026-04-03
TIP
-2.90%ISHARES TIPS BOND ETF
Shares27.6K
Event2026-03-31
Filed2026-04-03
ABBV
-2.04%ABBVIE INC.
Shares13.9K
Event2026-03-31
Filed2026-04-03
HD
-2.17%HOME DEPOT INC
Shares9.2K
Event2026-03-31
Filed2026-04-03
VUG
2.27%VANGUARD GROWTH ETF
Shares6.5K
Event2026-03-31
Filed2026-04-03
WMT
-5.66%WALMART INC
Shares22.8K
Event2026-03-31
Filed2026-04-03
VTI
1.14%VANGUARD TOTAL STOCK MARKET ETF
Shares8.3K
Event2026-03-31
Filed2026-04-03
PEP
-3.76%PEPSICO INC
Shares17.0K
Event2026-03-31
Filed2026-04-03
AMAT
-8.06%APPLIED MATL INC
Shares7.6K
Event2026-03-31
Filed2026-04-03
XLK
-3.51%TECHNOLOGY SELECT SECT SPDR
Shares18.5K
Event2026-03-31
Filed2026-04-03
LMT
-17.47%LOCKHEED MARTIN CORP
Shares3.9K
Event2026-03-31
Filed2026-04-03
CSCO
-6.44%CISCO SYSTEMS INC.
Shares29.2K
Event2026-03-31
Filed2026-04-03
KO
-4.60%COCA COLA CO
Shares28.4K
Event2026-03-31
Filed2026-04-03
WM
-1.22%WASTE MANAGEMENT INC NEW
Shares9.3K
Event2026-03-31
Filed2026-04-03
NEE
-7.77%NEXTERA ENERGY INC
Shares22.7K
Event2026-03-31
Filed2026-04-03
IBCA
168.05%ISHARES IBONDS DEC 2035 TERMCORPORATE ETF
Shares82.0K
Event2026-03-31
Filed2026-04-03
IBM
-1.06%INTL BUSINESS MACHINES
Shares8.3K
Event2026-03-31
Filed2026-04-03
TSLA
-2.74%TESLA MOTORS INC
Shares4.8K
Event2026-03-31
Filed2026-04-03
OEF
0.00%ISHARES S & P 100 ETF
Shares5.5K
Event2026-03-31
Filed2026-04-03
VO
0.00%VANGUARD MID-CAP ETF
Shares6.0K
Event2026-03-31
Filed2026-04-03
VEA
37.23%VANGUARD FTSE DEVELOPED MARKET ETF
Shares26.4K
Event2026-03-31
Filed2026-04-03
SMH
0.93%VANECK SEMICONDUCTOR ETF
Shares4.2K
Event2026-03-31
Filed2026-04-03
PSX
-5.98%PHILLIPS 66
Shares8.7K
Event2026-03-31
Filed2026-04-03
COST
-1.69%COSTCO WHSL CORP NEW
Shares1.5K
Event2026-03-31
Filed2026-04-03
BMY
-13.40%BRISTOL MYERS SQUIBB CO
Shares20.1K
Event2026-03-31
Filed2026-04-03
AMD
-8.66%ADVANCED MICRO DEVICES INC
Shares5.9K
Event2026-03-31
Filed2026-04-03
GEV
-9.99%GE VERNOVA INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-03
IWD
-1.27%ISHARES RUSSELL 1000 VALUE INDEX FUND
Shares5.4K
Event2026-03-31
Filed2026-04-03
ORCL
-3.79%ORACLE CORPORATION
Shares7.8K
Event2026-03-31
Filed2026-04-03
IBDS
5.27%ISHARES IBONDS DEC 2027 CORPORATE ETF
Shares46.8K
Event2026-03-31
Filed2026-04-03
SYK
-4.19%STRYKER CORP
Shares3.4K
Event2026-03-31
Filed2026-04-03
SO
-15.60%SOUTHERN CO
Shares11.5K
Event2026-03-31
Filed2026-04-03
QCOM
-7.13%QUALCOMM INC
Shares8.6K
Event2026-03-31
Filed2026-04-03
VZ
-5.39%VERIZON COMMUNICATIONS INC
Shares22.0K
Event2026-03-31
Filed2026-04-03
V
-23.53%VISA INC - CLASS A SHARES
Shares3.6K
Event2026-03-31
Filed2026-04-03
MERCK & CO., INC
-2.16%MERCK & CO., INC
Shares8.8K
Event2026-03-31
Filed2026-04-03
VLO
-10.93%VALERO ENERGY NEW
Shares4.3K
Event2026-03-31
Filed2026-04-03
NFLX
-12.63%NETFLIX INC
Shares10.2K
Event2026-03-31
Filed2026-04-03
MS
-5.58%MORGAN STANLEY
Shares5.5K
Event2026-03-31
Filed2026-04-03
GENERAL DYNAMICS CORPORATION
-4.79%GENERAL DYNAMICS CORPORATION
Shares2.6K
Event2026-03-31
Filed2026-04-03
CL
-10.81%COLGATE PALMOLIVE
Shares10.7K
Event2026-03-31
Filed2026-04-03
BBUS
19.94%JPMORGAN BETABUILDER ETF
Shares7.7K
Event2026-03-31
Filed2026-04-03
AMGN
-0.28%AMGEN INCORPORATED
Shares2.5K
Event2026-03-31
Filed2026-04-03
ABT
-4.99%ABBOTT LABS
Shares8.6K
Event2026-03-31
Filed2026-04-03
EFA
-10.89%ISHARES MSCI EAFE ETF FUND
Shares9.0K
Event2026-03-31
Filed2026-04-03
CITIGROUP INC.
-6.00%CITIGROUP INC.
Shares7.6K
Event2026-03-31
Filed2026-04-03
INTC
-3.87%INTEL CORP
Shares19.5K
Event2026-03-31
Filed2026-04-03
BLACKROCK INC
-32.62%BLACKROCK INC
Shares882
Event2026-03-31
Filed2026-04-03
XLE
-4.28%ENERGY SELECT SECTOR SPDR FUND
Shares13.6K
Event2026-03-31
Filed2026-04-03
GLD
-10.34%SPDR GOLD TRUST
Shares1.9K
Event2026-03-31
Filed2026-04-03
IBDR
-1.04%ISHARES IBONDS DEC 2026 TERMCORPORATE ETF
Shares32.8K
Event2026-03-31
Filed2026-04-03
DIS
-21.54%DISNEY (WALT) COMPANY HOLDING CO
Shares7.9K
Event2026-03-31
Filed2026-04-03
DE
-0.22%DEERE & CO (JOHN DEERE)
Shares1.3K
Event2026-03-31
Filed2026-04-03
XLC
-3.14%COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
Shares6.6K
Event2026-03-31
Filed2026-04-03
PFE
-5.21%PFIZER INC
Shares25.8K
Event2026-03-31
Filed2026-04-03
VB
11.80%VANGUARD SMALL CAP ETF
Shares2.7K
Event2026-03-31
Filed2026-04-03
T
5.57%AT&T INC.
Shares23.5K
Event2026-03-31
Filed2026-04-03
WMB
-4.50%THE WILLIAMS CO. INC.
Shares9.3K
Event2026-03-31
Filed2026-04-03
SPMO
51.07%INVESCO S&P 500 MOMENTUM ETF
Shares6.0K
Event2026-03-31
Filed2026-04-03
MET
-3.60%METLIFE INC
Shares9.4K
Event2026-03-31
Filed2026-04-03
XLF
-4.33%FINANCIAL SELECT SECTOR SPDR FUND
Shares13.4K
Event2026-03-31
Filed2026-04-03
ADP
-5.24%AUTOMATIC DATA PROCESSING INC
Shares3.3K
Event2026-03-31
Filed2026-04-03
IJH
-13.63%ISHARES CORE S&P MID CAP ETF
Shares9.3K
Event2026-03-31
Filed2026-04-03
DUKE ENERGY CORPORATION NEW
-4.09%DUKE ENERGY CORPORATION NEW
Shares4.8K
Event2026-03-31
Filed2026-04-03
LOW
-2.07%LOWES COMPANIES INC
Shares2.6K
Event2026-03-31
Filed2026-04-03
FTEC
0.00%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares3.0K
Event2026-03-31
Filed2026-04-03
EMR
-0.87%EMERSON ELECTRIC
Shares4.7K
Event2026-03-31
Filed2026-04-03
BAC
-5.87%BANK OF AMERICA CORP
Shares12.2K
Event2026-03-31
Filed2026-04-03
AXP
-1.06%AMERICAN EXPRESS
Shares2.0K
Event2026-03-31
Filed2026-04-03
HON
5.08%HONEYWELL INTERNATIONAL INC
Shares2.5K
Event2026-03-31
Filed2026-04-03
GLW
0.00%CORNING INC
Shares3.9K
Event2026-03-31
Filed2026-04-03
ACCENTURE PLC
-4.07%ACCENTURE PLC
Shares2.6K
Event2026-03-31
Filed2026-04-03
CSX
-0.53%CSX CORPORATION
Shares11.9K
Event2026-03-31
Filed2026-04-03
DHR
-36.91%DANAHER CORP
Shares2.5K
Event2026-03-31
Filed2026-04-03
XLV
-10.03%HEALTH CARE SELECT SECTOR SPDR FUND
Shares3.2K
Event2026-03-31
Filed2026-04-03
MMM
2.23%3M CO COM
Shares3.0K
Event2026-03-31
Filed2026-04-03
NOC
-10.45%NORTHROP GRUMMAN CORP
Shares600
Event2026-03-31
Filed2026-04-03
PM
-1.43%PHILIP MORRIS INTERNATIONAL W/I
Shares2.4K
Event2026-03-31
Filed2026-04-03
BND
0.00%VANGUARD TOTAL BOND MARKET FUND ETF
Shares5.3K
Event2026-03-31
Filed2026-04-03
FDX
-5.00%FEDEX CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-04-03
CVS
-5.13%CVS HEALTH CORP
Shares5.3K
Event2026-03-31
Filed2026-04-03
DAR
0.00%DARLING INGREDIENTS INC. COMMON STOCK
Shares6.1K
Event2026-03-31
Filed2026-04-03
MA
3.18%MASTERCARD INC - CLASS A
Shares747
Event2026-03-31
Filed2026-04-03
SLV
0.59%ETF ISHARES SILVER TR
Shares5.2K
Event2026-03-31
Filed2026-04-03
COP
1.01%CONOCOPHILLIPS
Shares2.7K
Event2026-03-31
Filed2026-04-03
HTGC
NewHERCULES CAPITAL INC.
Shares24.0K
Event2026-03-31
Filed2026-04-03
AMT
1.46%AMERICAN TOWER CORPORATION
Shares2.0K
Event2026-03-31
Filed2026-04-03
TD
0.00%TORONTO-DOMINION BANK NEW
Shares3.6K
Event2026-03-31
Filed2026-04-03
AIQ
0.03%GLOBAL X ARTIFICIAL INTEL & TECH EFT
Shares7.1K
Event2026-03-31
Filed2026-04-03
IWM
-0.61%ISHARES RUSSELL 2000 ETF
Shares1.3K
Event2026-03-31
Filed2026-04-03
TGT
-5.90%TARGET CORP
Shares2.5K
Event2026-03-31
Filed2026-04-03
XLI
-0.26%INDUSTRIAL SELECT SECTOR SPDR FUND
Shares1.9K
Event2026-03-31
Filed2026-04-03
IWR
7.49%ISHARES RUSSELL MIDCAP ETF
Shares3.1K
Event2026-03-31
Filed2026-04-03
CMI
4.66%CUMMINS INC
Shares562
Event2026-03-31
Filed2026-04-03
REGN
1.05%REGENERON PHARMACEUTICALS
Shares384
Event2026-03-31
Filed2026-04-03
EME
0.00%EMCOR GROUP INC. COMMON STOCK
Shares400
Event2026-03-31
Filed2026-04-03
EPD
0.00%ENTERPRISE PRODUCTS PARTNERS L.P.
Shares7.4K
Event2026-03-31
Filed2026-04-03
SBUX
0.00%STARBUCKS CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-04-03
GILD
7.53%GILEAD SCIENCES, INC.
Shares1.9K
Event2026-03-31
Filed2026-04-03
PRU
0.41%PRUDENTIAL FINANCIAL INC
Shares2.7K
Event2026-03-31
Filed2026-04-03
VIG
-5.16%VANGUARD DIVIDEND APPRECIATION INDEX FUND
Shares1.2K
Event2026-03-31
Filed2026-04-03
VWO
-5.69%VANGUARD MSCI EMERGING MARKETS ETF
Shares4.8K
Event2026-03-31
Filed2026-04-03
MO
0.00%ALTRIA GROUP, INC.
Shares3.7K
Event2026-03-31
Filed2026-04-03
MCK
0.00%MCKESSON CORPORATION
Shares283
Event2026-03-31
Filed2026-04-03
PAA
0.00%PLAINS ALL AMERICAN PIPELINE
Shares10.8K
Event2026-03-31
Filed2026-04-03
CRM
-9.56%SALESFORCE, INC.
Shares1.3K
Event2026-03-31
Filed2026-04-03
PWR
-1.16%QUANTA SERVICES INC
Shares425
Event2026-03-31
Filed2026-04-03
IWO
-26.75%ISHARES RUSSELL 2000 GROWTH ETF
Shares742
Event2026-03-31
Filed2026-04-03
PUTNAM ETF TRUST FRANKLIN NYMUNICIPAL INCOME
0.00%PUTNAM ETF TRUST FRANKLIN NYMUNICIPAL INCOME
Shares29.8K
Event2026-03-31
Filed2026-04-03
YUM
0.00%YUM BRANDS INC.
Shares1.5K
Event2026-03-31
Filed2026-04-03
VONE
4.86%VANGUARD RUSSELL 1000 ETF
Shares734
Event2026-03-31
Filed2026-04-03
MPC
-11.94%MARATHON PETROLEUM CORPORATION
Shares885
Event2026-03-31
Filed2026-04-03
CNP
-1.96%CENTERPOINT ENERGY, INC
Shares5.0K
Event2026-03-31
Filed2026-04-03
NLR
34.65%VANECK URANIUM AND NUCLEAR ETF
Shares1.6K
Event2026-03-31
Filed2026-04-03
VANGUARD NJ LONG-TERM TAX EXEMPT FD
0.00%VANGUARD NJ LONG-TERM TAX EXEMPT FD
Shares18.9K
Event2026-03-31
Filed2026-04-03
MPLX
0.00%MPLX LP
Shares3.7K
Event2026-03-31
Filed2026-04-03
D
-40.06%DOMINION ENERGY, INC.
Shares3.4K
Event2026-03-31
Filed2026-04-03
VRTX
-4.97%VERTEX PHARMACEUTICALS INC
Shares459
Event2026-03-31
Filed2026-04-03
NKE
0.00%NIKE, INC
Shares3.8K
Event2026-03-31
Filed2026-04-03
UNH
-23.00%UNITEDHEALTH GROUP INC
Shares730
Event2026-03-31
Filed2026-04-03
ETR
1.92%ENTERGY CORPORATION
Shares1.8K
Event2026-03-31
Filed2026-04-03
CASY
0.00%CASEY'S GENERAL STORES INC
Shares270
Event2026-03-31
Filed2026-04-03
SDY
-0.96%SPDR S&P DIVIDEND ETF
Shares1.3K
Event2026-03-31
Filed2026-04-03
ADBE
1.02%ADOBE INC
Shares794
Event2026-03-31
Filed2026-04-03
TJX
-5.14%TJX COS INC NEW
Shares1.2K
Event2026-03-31
Filed2026-04-03
NUE
0.00%NUCOR
Shares1.1K
Event2026-03-31
Filed2026-04-03
TSM
-1.41%TAIWAN SEMICONDUCTOR MFG CO LTD ADR
Shares558
Event2026-03-31
Filed2026-04-03
ITOT
0.00%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares1.3K
Event2026-03-31
Filed2026-04-03
IYK
-14.51%ISHARES US CONSUMER STAPLES EFT
Shares2.6K
Event2026-03-31
Filed2026-04-03
LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD
0.00%LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD
Shares2.7K
Event2026-03-31
Filed2026-04-03
TRV
0.00%TRAVELERS COS INC
Shares630
Event2026-03-31
Filed2026-04-03
UNP
-7.89%UNION PACIFIC CORP
Shares724
Event2026-03-31
Filed2026-04-03
DTE
0.00%DTE ENERGY CO
Shares1.2K
Event2026-03-31
Filed2026-04-03
ITW
5.90%ILLINOIS TOOL WORKS INC.
Shares664
Event2026-03-31
Filed2026-04-03
OKE
0.00%ONEOK INC
Shares1.9K
Event2026-03-31
Filed2026-04-03
CALF
-14.11%PACER SMALL CAP ETF
Shares3.7K
Event2026-03-31
Filed2026-04-03
CARR
1.20%CARRIER GLOBAL CORPORATION
Shares3.0K
Event2026-03-31
Filed2026-04-03
LQD
27.59%ISHARES IBOXX $INVESTMENT BOND FD
Shares1.5K
Event2026-03-31
Filed2026-04-03
PANW
-2.04%PALO ALTO NETWORKS INC
Shares959
Event2026-03-31
Filed2026-04-03
DOW
-14.37%DOW INC.
Shares3.7K
Event2026-03-31
Filed2026-04-03
AWR
0.00%AMERICAN STATES WATER COMPANY COMMON STOCK
Shares2.0K
Event2026-03-31
Filed2026-04-03
NEM
0.00%NEWMONT CORPORATION
Shares1.4K
Event2026-03-31
Filed2026-04-03
COF
0.00%CAPITAL ONE FINANCIAL CORP
Shares791
Event2026-03-31
Filed2026-04-03
ISHARES CORE TOTAL US AGGREGATE BOND ETF-W
26.06%ISHARES CORE TOTAL US AGGREGATE BOND ETF-W
Shares1.5K
Event2026-03-31
Filed2026-04-03
RIO
0.00%RIO TINTO PLC
Shares1.5K
Event2026-03-31
Filed2026-04-03
EATON CORP PLC
-4.25%EATON CORP PLC
Shares383
Event2026-03-31
Filed2026-04-03
VYMI
80.88%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares1.4K
Event2026-03-31
Filed2026-04-03
ET
0.00%ENERGY TRANSFER LP COM UT LTD PTN
Shares6.9K
Event2026-03-31
Filed2026-04-03
GOVT
8.02%ISHARES US TREASURY BOND ETF
Shares5.8K
Event2026-03-31
Filed2026-04-03
BDX
-11.59%BECTON DICKINSON & CO
Shares847
Event2026-03-31
Filed2026-04-03
MLI
0.00%MUELLER INDUSTRIES INC. COMMON STOCK
Shares1.2K
Event2026-03-31
Filed2026-04-03
ENB
2.78%ENBRIDGE INC
Shares2.4K
Event2026-03-31
Filed2026-04-03
HSY
-3.98%THE HERSHEY COMPANY
Shares627
Event2026-03-31
Filed2026-04-03
CMCSA
-12.36%COMCAST CORP NEW CL A
Shares4.3K
Event2026-03-31
Filed2026-04-03
ALL
0.00%ALLSTATE CORP
Shares600
Event2026-03-31
Filed2026-04-03
VTV
1.28%VANGUARD VALUE ETF
Shares634
Event2026-03-31
Filed2026-04-03
WFC
0.00%WELLS FARGO & CO NEW
Shares1.5K
Event2026-03-31
Filed2026-04-03
OTIS
0.00%OTIS WORLDWIDE CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-04-03
KMB
-48.58%KIMBERLY CLARK
Shares1.2K
Event2026-03-31
Filed2026-04-03
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares654
Event2026-03-31
Filed2026-04-03
CMC
-40.63%COMMERCIAL METALS COMPANY COMMON STOCK
Shares1.9K
Event2026-03-31
Filed2026-04-03
BA
0.00%BOEING
Shares580
Event2026-03-31
Filed2026-04-03
AXON
0.00%AXON ENTERPRISE INC COM
Shares259
Event2026-03-31
Filed2026-04-03
ASTRAZENECA PLC ORDINARY
NewASTRAZENECA PLC ORDINARY
Shares548
Event2026-03-31
Filed2026-04-03
SJM
0.00%J.M. SMUCKER COMPANY
Shares1.1K
Event2026-03-31
Filed2026-04-03
GATX
0.00%GATX CORPORATION
Shares600
Event2026-03-31
Filed2026-04-03
TDVG
-0.04%T. ROWE PRICE DIVIDEND GROWTH ETF
Shares2.3K
Event2026-03-31
Filed2026-04-03
WLY
23.81%JOHN WILEY & SONS INC
Shares2.6K
Event2026-03-31
Filed2026-04-03
FLEX
-4.12%FLEXTRONICS INTL
Shares1.5K
Event2026-03-31
Filed2026-04-03
APD
3.06%AIR PRODUCTS & CHEMICALS INC
Shares337
Event2026-03-31
Filed2026-04-03
PHM
0.00%PULTEGROUP, INC
Shares815
Event2026-03-31
Filed2026-04-03
EXC
2.25%EXELON CORP
Shares2.0K
Event2026-03-31
Filed2026-04-03
FNDX
-5.18%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
Shares3.4K
Event2026-03-31
Filed2026-04-03
CNX
0.00%CNX RESOURCES COPRORATION COMMON STOCK
Shares2.4K
Event2026-03-31
Filed2026-04-03
VXUS
4.73%ETF VANGUARD TOTAL INTL STOCK
Shares1.2K
Event2026-03-31
Filed2026-04-03
ASML
-6.85%ASML HLDG NV N Y REGISTRY SHS
Shares68
Event2026-03-31
Filed2026-04-03
MGRC
33.33%MCGRATH RENTCORP
Shares800
Event2026-03-31
Filed2026-04-03
ATR
40.00%APTARGROUP INC. COMMON STOCK
Shares700
Event2026-03-31
Filed2026-04-03
KMI
4.94%KINDER MORGAN INC.
Shares2.6K
Event2026-03-31
Filed2026-04-03
PH
0.00%PARKER HANNIFIN CORP
Shares97
Event2026-03-31
Filed2026-04-03
IVV
0.00%ISHARES CORE S&P 500 ETF
Shares131
Event2026-03-31
Filed2026-04-03
MARVELL TECHNOLOGY INC. COMMON STOCK
-2.23%MARVELL TECHNOLOGY INC. COMMON STOCK
Shares834
Event2026-03-31
Filed2026-04-03
AROW
0.00%ARROW FINANCIAL CORPORATION
Shares2.5K
Event2026-03-31
Filed2026-04-03
CNQ
0.00%CANADIAN NATURAL RESOURCES
Shares1.7K
Event2026-03-31
Filed2026-04-03
AWK
NewAMERICAN WATER WORKS INC.
Shares600
Event2026-03-31
Filed2026-04-03
UPS
-14.15%UNITED PARCEL SERVICE
Shares825
Event2026-03-31
Filed2026-04-03
MKC
0.00%MCCORMICK & CO.
Shares1.6K
Event2026-03-31
Filed2026-04-03
VONG
0.00%VANGUARD RUSSELL 1000 GROWTHETF
Shares714
Event2026-03-31
Filed2026-04-03
HYDB
90.70%ISHARE HIGH YIELD BOND FACTOR EFT
Shares1.7K
Event2026-03-31
Filed2026-04-03
VANGUARD DEVELOPED MARKETS INDEX FUND
NewVANGUARD DEVELOPED MARKETS INDEX FUND
Shares3.7K
Event2026-03-31
Filed2026-04-03
GIS
0.00%GENERAL MILLS, INC
Shares2.0K
Event2026-03-31
Filed2026-04-03
MLPX
0.00%GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF
Shares1.0K
Event2026-03-31
Filed2026-04-03
VTWO
45.72%ETF VANGUARD RUSSELL 2000
Shares749
Event2026-03-31
Filed2026-04-03
ESP
0.00%ESPEY MFG. & ELECTRONICS CORP
Shares1.3K
Event2026-03-31
Filed2026-04-03
VSH
-19.61%VISHAY INTERTECHNOLOGY, INC.
Shares4.1K
Event2026-03-31
Filed2026-04-03
MAR
0.00%MARRIOTT INTERNATIONAL INC. CLASS A
Shares223
Event2026-03-31
Filed2026-04-03
SUSA
-24.69%ISHARES MSCI USA ESG SELECT
Shares549
Event2026-03-31
Filed2026-04-03
SYY
-10.42%SYSCO CORPORATION
Shares1.0K
Event2026-03-31
Filed2026-04-03
FCG
-8.21%FIRST TRUST NATRUAL GAS ETF
Shares2.2K
Event2026-03-31
Filed2026-04-03
LULU
-15.31%LULULEMON ATHLETICA INC
Shares459
Event2026-03-31
Filed2026-04-03
QNITY ELECTRONICS INC
-3.67%QNITY ELECTRONICS INC
Shares604
Event2026-03-31
Filed2026-04-03
DVY
0.00%ISHARES SELECT DIVIDEND ETF
Shares450
Event2026-03-31
Filed2026-04-03
PPA
89.77%INVESCO AEROSPACE & DEFENSE EFT
Shares408
Event2026-03-31
Filed2026-04-03
IBKR
0.00%INTERACTIVE BROKERS GRO-CL A
Shares1.0K
Event2026-03-31
Filed2026-04-03
DSI
-26.57%ISHARES MSCI KLD 400 SOCIAL
Shares539
Event2026-03-31
Filed2026-04-03
PIO
0.00%INVESCO GLOBAL WATER ETF
Shares1.5K
Event2026-03-31
Filed2026-04-03
SHW
-4.29%SHERWIN WILLIAMS COMPANY
Shares201
Event2026-03-31
Filed2026-04-03
SRE
-3.43%SEMPRA
Shares647
Event2026-03-31
Filed2026-04-03
XNTK
-3.92%SPDR NYSE TECHNOLOGY ETF
Shares245
Event2026-03-31
Filed2026-04-03
AEP
0.00%AMERICAN ELEC PWR INC
Shares473
Event2026-03-31
Filed2026-04-03
SPHQ
-24.40%INVESCO S&P 500 QUALITY ETF
Shares818
Event2026-03-31
Filed2026-04-03
IVW
0.00%ISHARES S&P 500 GROWTH ETF
Shares537
Event2026-03-31
Filed2026-04-03
XBI
0.00%ETF SPDR S&P BIOTECH
Shares475
Event2026-03-31
Filed2026-04-03
PNC
-10.19%PNC FINANCIAL SERVICES GROUP INC
Shares291
Event2026-03-31
Filed2026-04-03
ITA
NewISHARES U.S. AEROSPACE & DEFENSE ETF
Shares266
Event2026-03-31
Filed2026-04-03
CBSH
0.00%COMMERCE BANCSHARES INC
Shares1.2K
Event2026-03-31
Filed2026-04-03
SU
0.00%SUNCOR ENERGY INC NEW
Shares837
Event2026-03-31
Filed2026-04-03
OXY
37.56%OCCIDENTAL PETROLEUM CORP
Shares846
Event2026-03-31
Filed2026-04-03
EXE
0.00%CHESAPEAKE ENERGY CORPORATION
Shares500
Event2026-03-31
Filed2026-04-03
XLB
0.00%MATERIAL SELECT SECTOR SPDR TRUST
Shares1.1K
Event2026-03-31
Filed2026-04-03
XLU
-10.86%AMEX UTILITIES SELECT INDEX SHS BEN INT
Shares1.2K
Event2026-03-31
Filed2026-04-03
DLR
2.40%DIGITAL REALTY TRUST INC.
Shares299
Event2026-03-31
Filed2026-04-03
LNG
8.82%CHENIERE ENERGY, INC.
Shares185
Event2026-03-31
Filed2026-04-03
AVY
0.00%AVERY DENNISON CORP
Shares300
Event2026-03-31
Filed2026-04-03
VBR
0.00%VANGUARD SMALL-CAP VALUE ETF
Shares236
Event2026-03-31
Filed2026-04-03
DHI
-7.54%D R HORTON INC
Shares368
Event2026-03-31
Filed2026-04-03
DDOG
0.00%DATADOG INC CLASS A
Shares425
Event2026-03-31
Filed2026-04-03
BK
-32.84%BANK OF NEW YORK MELLON CORP
Shares409
Event2026-03-31
Filed2026-04-03
CVCO
NewCAVCO INDUSTRIES INC
Shares100
Event2026-03-31
Filed2026-04-03
PLTR
18.25%PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK
Shares324
Event2026-03-31
Filed2026-04-03
SMMT
0.00%SUMMIT THERAPEUTICS INC.
Shares2.5K
Event2026-03-31
Filed2026-04-03
IONQ
218.36%IONQ INC.
Shares1.6K
Event2026-03-31
Filed2026-04-03
FNDF
0.00%SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY
Shares951
Event2026-03-31
Filed2026-04-03
TMDX
0.00%TRANSMEDICS GROUP INC.
Shares460
Event2026-03-31
Filed2026-04-03
ZBH
0.00%ZIMMER HOLDINGS INC.
Shares500
Event2026-03-31
Filed2026-04-03
GEHC
-25.21%GE HEALTHCARE TECHNOLOGIES, INC.
Shares617
Event2026-03-31
Filed2026-04-03
NSC
0.00%NORFOLK SOUTHERN CORPORATION
Shares150
Event2026-03-31
Filed2026-04-03
XLP
0.00%CONSUMER STAPLES SELECT SECTOR SPDR FUND
Shares515
Event2026-03-31
Filed2026-04-03
TXN
-2.27%TEXAS INSTRUMENTS
Shares215
Event2026-03-31
Filed2026-04-03
USB
-43.79%US BANCORP DEL COM NEW
Shares796
Event2026-03-31
Filed2026-04-03
TOTALENERGIES SE ORDINARY
0.00%TOTALENERGIES SE ORDINARY
Shares447
Event2026-03-31
Filed2026-04-03
ICLN
-22.16%ETF ISHARES GLOBAL CLEAN ENERGY
Shares2.2K
Event2026-03-31
Filed2026-04-03
SCHA
0.00%SCHWAB U.S. SMALL-CAP ETF
Shares1.4K
Event2026-03-31
Filed2026-04-03
SCL
0.00%STEPAN CO
Shares800
Event2026-03-31
Filed2026-04-03
SHLD
NewGLOBAL X DEFENSE TECH ETF
Shares564
Event2026-03-31
Filed2026-04-03
KR
0.00%KROGER COMPANY
Shares549
Event2026-03-31
Filed2026-04-03
HUBS
0.00%HUBSPOT INC.
Shares160
Event2026-03-31
Filed2026-04-03
DSTL
-21.67%DISTILLATE U.S. FUNDAMENTAL STABILITY&VALUE ETF
Shares665
Event2026-03-31
Filed2026-04-03
DRIV
0.00%GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF
Shares1.3K
Event2026-03-31
Filed2026-04-03
BP
-6.77%BP P.L.C.
Shares785
Event2026-03-31
Filed2026-04-03
F
-3.52%FORD MOTOR CO DEL
Shares3.2K
Event2026-03-31
Filed2026-04-03
CNTA
0.00%CENTESSA PHARMACEUTICALS PLC
Shares925
Event2026-03-31
Filed2026-04-03
TMUS
1.75%T-MOBILE US INC
Shares174
Event2026-03-31
Filed2026-04-03
IWP
0.00%ISHARES RUSSELL MIDCAP GROWTH INDEX FUND
Shares282
Event2026-03-31
Filed2026-04-03
HUBG
0.00%HUB GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-04-03
LNC
0.00%LINCOLN NATIONAL CORPORATION
Shares1.0K
Event2026-03-31
Filed2026-04-03
CTRA
0.00%COTERRA ENERGY INC
Shares1.0K
Event2026-03-31
Filed2026-04-03
AMP
0.00%AMERIPRISE FINANCIAL INC.
Shares79
Event2026-03-31
Filed2026-04-03
FNDA
0.00%SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF
Shares1.1K
Event2026-03-31
Filed2026-04-03
IBMT
0.00%ISHARES IBONDS DEC 2031 MUNIBOND ETF
Shares1.4K
Event2026-03-31
Filed2026-04-03
ABM
0.00%ABM INDUSTRIES INCORPORATED COMMON STOCK
Shares900
Event2026-03-31
Filed2026-04-03
IBMS
NewISHARES IBONDS DEC 2030 MUNIBOND ETF
Shares1.3K
Event2026-03-31
Filed2026-04-03
WAT
NewWATERS CORPORATION
Shares115
Event2026-03-31
Filed2026-04-03
ATMU
NewATMUS FILTRATION TECH.
Shares600
Event2026-03-31
Filed2026-04-03
CARG
0.00%CARGURUS INC COM CL A
Shares1.0K
Event2026-03-31
Filed2026-04-03
TMO
-14.81%THERMO FISHER SCIENTIFIC, INC
Shares69
Event2026-03-31
Filed2026-04-03
BSX
-7.11%BOSTON SCIENTIFIC CORP
Shares536
Event2026-03-31
Filed2026-04-03
NVS
0.00%NOVARTIS AG - ADR
Shares220
Event2026-03-31
Filed2026-04-03
ISRG
0.00%INTUITIVE SURGICAL INC
Shares72
Event2026-03-31
Filed2026-04-03
NAN
0.00%NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD
Shares2.9K
Event2026-03-31
Filed2026-04-03
SOLSTICE ADVANCED MATERIALS INC.
-10.85%SOLSTICE ADVANCED MATERIALS INC.
Shares419
Event2026-03-31
Filed2026-04-03
FITB
0.00%FIFTH THIRD BANCORP
Shares675
Event2026-03-31
Filed2026-04-03
APH
65.75%AMPHENOL CORPORATION-CL A
Shares242
Event2026-03-31
Filed2026-04-03
MGV
0.00%VANGUARD MEGA CAP VALUE ETF
Shares210
Event2026-03-31
Filed2026-04-03
XLY
-2.14%CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND
Shares274
Event2026-03-31
Filed2026-04-03
MDLZ
-66.09%MONDELEZ INTERNATIONAL INC
Shares513
Event2026-03-31
Filed2026-04-03
ECG
0.00%EVERUS CONSTRUCTION GROUP
Shares250
Event2026-03-31
Filed2026-04-03
RGEN
0.00%REPLIGEN CORPORATION
Shares250
Event2026-03-31
Filed2026-04-03
XEL
-0.84%XCEL ENERGY INC
Shares356
Event2026-03-31
Filed2026-04-03
CBOE
0.00%CBOE GLOBAL MARKETS, INC.
Shares100
Event2026-03-31
Filed2026-04-03
NEOS MLP & ENERGY INCOME ETF
NewNEOS MLP & ENERGY INCOME ETF
Shares490
Event2026-03-31
Filed2026-04-03
BE
0.00%BLOOM ENERGY CORP COM CL A
Shares200
Event2026-03-31
Filed2026-04-03
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares300
Event2026-03-31
Filed2026-04-03
SHELTON FDS NASDAQ 100 INDEX FD CL INV
-24.60%SHELTON FDS NASDAQ 100 INDEX FD CL INV
Shares619
Event2026-03-31
Filed2026-04-03
RGTI
21.79%RIGETTI COMPUTING INC.
Shares1.9K
Event2026-03-31
Filed2026-04-03
ED
-24.01%CONSOLIDATED EDISON INC
Shares231
Event2026-03-31
Filed2026-04-03
PNR
0.00%PENTAIR PLC
Shares300
Event2026-03-31
Filed2026-04-03
MELI
-11.76%MERCADOLIBRE INC
Shares15
Event2026-03-31
Filed2026-04-03
NFG
0.00%NATIONAL FUEL GAS CO. NJ
Shares275
Event2026-03-31
Filed2026-04-03
AMCOR PLC ORDINARY
NewAMCOR PLC ORDINARY
Shares638
Event2026-03-31
Filed2026-04-03
MDU
0.00%MDU RESOURCES GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-04-03
FANG
0.00%DIAMONDBACK ENERGY INC.
Shares120
Event2026-03-31
Filed2026-04-03
WY
0.00%WEYERHAEUSER COMPANY
Shares960
Event2026-03-31
Filed2026-04-03
MKL
0.00%MARKEL GROUP INC
Shares12
Event2026-03-31
Filed2026-04-03
BOH
0.00%BANK OF HAWAII CORPORATION COMMON STOCK
Shares300
Event2026-03-31
Filed2026-04-03
EFG
0.00%ISHARES MSCI EAFE GROWTH ETF
Shares199
Event2026-03-31
Filed2026-04-03
WDC
0.00%WESTERN DIGITAL CORP
Shares80
Event2026-03-31
Filed2026-04-03
MDB
0.00%MONGODB, INC.
Shares88
Event2026-03-31
Filed2026-04-03
LHX
-3.17%L3HARRIS TECHNOLOGIES INC. COMMON STOCK
Shares61
Event2026-03-31
Filed2026-04-03
SMITHFIELD FOODS INC
NewSMITHFIELD FOODS INC
Shares750
Event2026-03-31
Filed2026-04-03
CLX
0.00%CLOROX COMPANY
Shares200
Event2026-03-31
Filed2026-04-03
DTCR
49.38%GLOBALXDATA CENTER & DIGITALINFRASTRUCTURE ETF
Shares850
Event2026-03-31
Filed2026-04-03
SAP
0.00%SAP AKTIENGESELLSCHAFT ADR
Shares118
Event2026-03-31
Filed2026-04-03
ECL
0.00%ECOLAB INC.
Shares75
Event2026-03-31
Filed2026-04-03
KRE
-20.00%SPDR S&P REGIONAL BANKING ETF
Shares300
Event2026-03-31
Filed2026-04-03
EEM
0.00%ISHARES MSCI EMERGING MARKETS ETF
Shares340
Event2026-03-31
Filed2026-04-03
BBY
0.00%BEST BUY
Shares300
Event2026-03-31
Filed2026-04-03
S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W
0.00%S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W
Shares31
Event2026-03-31
Filed2026-04-03
NVG
0.00%NUVEEN AMT-FREE MUNI CREDIT INCOME FUND
Shares1.6K
Event2026-03-31
Filed2026-04-03
EBAY
0.00%EBAY INC
Shares207
Event2026-03-31
Filed2026-04-03
PBR.A
0.00%PETROLEO BRASILEIRO S.A. ADR
Shares1.0K
Event2026-03-31
Filed2026-04-03
SMR
109.58%NUSCALE POWER CORPORATION CLASS A
Shares1.7K
Event2026-03-31
Filed2026-04-03
FNF
0.00%FIDELITY NATIONAL FINANCIAL INC. COM
Shares400
Event2026-03-31
Filed2026-04-03
HII
0.00%HUNTINGTON INGALLS INDUSTRIES INC.
Shares48
Event2026-03-31
Filed2026-04-03
TTD
0.00%THE TRADE DESK, INC.
Shares800
Event2026-03-31
Filed2026-04-03
SIEGY
-12.94%SIEMENS AG
Shares148
Event2026-03-31
Filed2026-04-03
ROCHE HOLDING AG
0.00%ROCHE HOLDING AG
Shares354
Event2026-03-31
Filed2026-04-03
AIRBUS SE ADR
0.00%AIRBUS SE ADR
Shares368
Event2026-03-31
Filed2026-04-03
CRAI
0.00%CRA INTERNATIONAL INC.
Shares105
Event2026-03-31
Filed2026-04-03
LFUS
0.00%LITTELFUSE INC
Shares50
Event2026-03-31
Filed2026-04-03
NET
0.00%CLOUDFLARE INC CL A COM
Shares82
Event2026-03-31
Filed2026-04-03
SLYG
0.00%SPDR S&P 600 SMALL CAP GROWTH EFT
Shares174
Event2026-03-31
Filed2026-04-03
BAX
0.00%BAXTER INTERNATIONAL INC.
Shares1.0K
Event2026-03-31
Filed2026-04-03
PINS
0.00%PINTEREST INC CL A
Shares915
Event2026-03-31
Filed2026-04-03
ZBRA
0.00%ZEBRA TECHNOLOGIES CORP CLASS A
Shares80
Event2026-03-31
Filed2026-04-03
QCLN
-59.64%FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF
Shares356
Event2026-03-31
Filed2026-04-03
FICO
0.00%FAIR ISAAC CORPORATION
Shares15
Event2026-03-31
Filed2026-04-03
GDX
0.00%VANECK GOLD MINERS ETF
Shares173
Event2026-03-31
Filed2026-04-03
SCHW
0.00%CHARLES SCHWAB CORPORATION
Shares165
Event2026-03-31
Filed2026-04-03
DNP
0.00%DNP SELECT INCOME FUND INC
Shares1.5K
Event2026-03-31
Filed2026-04-03
ROBO
0.00%EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF
Shares221
Event2026-03-31
Filed2026-04-03
ITB
-8.33%ISHARES DOW JONES US HOME CONSTRUCTION INDEX
Shares165
Event2026-03-31
Filed2026-04-03
FLJP
-24.30%FRANKLIN FTSE JAPAN ETF
Shares408
Event2026-03-31
Filed2026-04-03
BIIB
0.00%BIOGEN INC
Shares80
Event2026-03-31
Filed2026-04-03
NUKZ
0.00%RANGE NUCLEAR RENAISSANCE ETF
Shares220
Event2026-03-31
Filed2026-04-03
CRUS
0.00%CIRRUS LOGIC INC
Shares100
Event2026-03-31
Filed2026-04-03
CM
0.00%CANADIAN IMPERIAL BANK OF COMMERCE
Shares150
Event2026-03-31
Filed2026-04-03
FLGT
0.00%FULGENT GENETICS INC.
Shares860
Event2026-03-31
Filed2026-04-03
PCRX
0.00%PACIRA BIOSCIENCES, INC
Shares600
Event2026-03-31
Filed2026-04-03
SYM
0.00%SYMBOTIC INC CLASS A COM
Shares254
Event2026-03-31
Filed2026-04-03
UEC
0.00%URANIUM ENERGY CORP
Shares1.0K
Event2026-03-31
Filed2026-04-03
KLAC
0.00%KLA-TENCOR CORPORATION
Shares9
Event2026-03-31
Filed2026-04-03
SQM
0.00%SOCIEDAD QUIMICA Y MINERA DE CHILE-ADR
Shares161
Event2026-03-31
Filed2026-04-03
NDAQ
-23.86%NASDAQ STOCK MARKET INC
Shares150
Event2026-03-31
Filed2026-04-03
ROCKET LAB CORPORATION
0.00%ROCKET LAB CORPORATION
Shares194
Event2026-03-31
Filed2026-04-03
LECO
0.00%LINCOLN ELECTRIC HOLDING INC
Shares50
Event2026-03-31
Filed2026-04-03
MITK
0.00%MITEK SYSTEMS INC.
Shares900
Event2026-03-31
Filed2026-04-03
ARK VENTURE FUND
NewARK VENTURE FUND
Shares250
Event2026-03-31
Filed2026-04-03
ADSK
0.00%AUTODESK INC.
Shares50
Event2026-03-31
Filed2026-04-03
FIDELITY LARGE CAP STOCK
NewFIDELITY LARGE CAP STOCK
Shares187
Event2026-03-31
Filed2026-04-03
HBM
0.00%HUDBAY MINERALS
Shares568
Event2026-03-31
Filed2026-04-03
TTWO
0.00%TAKE-TWO INTERACTIVE SOFTWARE, INC.
Shares60
Event2026-03-31
Filed2026-04-03
TWLO
0.00%TWILIO INC. - A
Shares93
Event2026-03-31
Filed2026-04-03
FIDELITY INTER MUNI INCOME FUND
NewFIDELITY INTER MUNI INCOME FUND
Shares1.1K
Event2026-03-31
Filed2026-04-03
WIX
0.00%WIX.COM LTD
Shares128
Event2026-03-31
Filed2026-04-03
DVA
0.00%DAVITA INC.
Shares75
Event2026-03-31
Filed2026-04-03
XAR
NewSTATE STREET AEROSPACE & DEFENSE ETF
Shares45
Event2026-03-31
Filed2026-04-03
IJK
0.00%ISHARES S&P M-D-CAP 400 GROWTH ETF
Shares112
Event2026-03-31
Filed2026-04-03
DOCU
0.00%DOCUSIGN INC
Shares235
Event2026-03-31
Filed2026-04-03
DEUTSCHE POST AG SPONSORED ADR
100.00%DEUTSCHE POST AG SPONSORED ADR
Shares410
Event2026-03-31
Filed2026-04-03
SMID
0.00%SMITH-MIDLAND CORPORATION
Shares330
Event2026-03-31
Filed2026-04-03
GH
0.00%GUARDANT HEALTH INC.
Shares115
Event2026-03-31
Filed2026-04-03
PEG
0.00%PUBLIC SERVICE ENTERPRISE GROUP, INC
Shares131
Event2026-03-31
Filed2026-04-03
SEI INST MANAGED TRUST TAX-MANAGED
NewSEI INST MANAGED TRUST TAX-MANAGED
Shares262
Event2026-03-31
Filed2026-04-03
TM
0.00%TOYOTA MOTOR CORP ADR
Shares50
Event2026-03-31
Filed2026-04-03
GS
-29.41%GOLDMAN SACHS GROUP INC
Shares12
Event2026-03-31
Filed2026-04-03
EZU
-24.77%ISHARES MSCI EUROZONE ETF
Shares161
Event2026-03-31
Filed2026-04-03
ATI
0.00%ALLEGHENY TECHNOLOGIES, INC
Shares66
Event2026-03-31
Filed2026-04-03
IEFA
NewISHARES CORE MSCI EAFE ETF
Shares105
Event2026-03-31
Filed2026-04-03
EFX
-71.11%EQUIFAX INC.
Shares52
Event2026-03-31
Filed2026-04-03
TTC
0.00%TORO CO
Shares100
Event2026-03-31
Filed2026-04-03
WFCF
0.00%WHERE FOOD COMES FROM INC.
Shares700
Event2026-03-31
Filed2026-04-03
AVAV
NewAEROVIRONMENT INC
Shares50
Event2026-03-31
Filed2026-04-03
VINP
0.00%VINCI PARTNERS INVESTMENTS LTD. - CLASS A
Shares855
Event2026-03-31
Filed2026-04-03
FSLY
0.00%FASTLY INC CLASS A
Shares310
Event2026-03-31
Filed2026-04-03
ROKU
0.00%ROKU INC
Shares95
Event2026-03-31
Filed2026-04-03
OPRA
0.00%OPERA LIMITED AMERICAN DEPOSITARY
Shares621
Event2026-03-31
Filed2026-04-03
WT
0.00%WISDOMTREE INC
Shares600
Event2026-03-31
Filed2026-04-03
UNILEVER PLC 3.11P ADR
0.00%UNILEVER PLC 3.11P ADR
Shares151
Event2026-03-31
Filed2026-04-03
DFH
0.00%DREAM FINDERS HOMES INC. - CLASS A
Shares615
Event2026-03-31
Filed2026-04-03
IGM
0.00%ISHARES EXPANDED TECH SECTORETF
Shares72
Event2026-03-31
Filed2026-04-03
ETSY
0.00%ETSY INC
Shares165
Event2026-03-31
Filed2026-04-03
INTU
0.00%INTUIT INC
Shares19
Event2026-03-31
Filed2026-04-03
APLD
0.00%APPLIED DIGITAL CORP
Shares345
Event2026-03-31
Filed2026-04-03
BAE SYSTEMS PLC
0.00%BAE SYSTEMS PLC
Shares70
Event2026-03-31
Filed2026-04-03
SNPS
0.00%SYNOPSYS INC
Shares20
Event2026-03-31
Filed2026-04-03
RCAT
NewRED CAT HOLDINGS INC.
Shares600
Event2026-03-31
Filed2026-04-03
DCI
0.00%DONALDSON COMPANY INC
Shares91
Event2026-03-31
Filed2026-04-03
NAD
0.00%NUVEEN QUALITY MUNICIPAL INCOME FUND
Shares669
Event2026-03-31
Filed2026-04-03
DEO
-11.97%DIAGEO PLC
Shares103
Event2026-03-31
Filed2026-04-03
W
0.00%WAYFAIR INC CL A
Shares100
Event2026-03-31
Filed2026-04-03
EOG
0.00%EOG RESOURCES INC
Shares52
Event2026-03-31
Filed2026-04-03
SPG
0.00%SIMON PROPERTY GROUP
Shares40
Event2026-03-31
Filed2026-04-03
HERMES INTL S A UNSPONSORED ADR
0.00%HERMES INTL S A UNSPONSORED ADR
Shares37
Event2026-03-31
Filed2026-04-03
CSIQ
0.00%CANADIAN SOLAR INC COM
Shares500
Event2026-03-31
Filed2026-04-03
LUNR
0.00%INTUITIVE MACHINES INC CLASS A COM
Shares370
Event2026-03-31
Filed2026-04-03
LEN
-12.22%LENNAR COPORATION CLASS A
Shares79
Event2026-03-31
Filed2026-04-03
CME
0.00%CME GROUP INC.
Shares23
Event2026-03-31
Filed2026-04-03
AMKR
0.00%AMKOR TECHNOLOGY INC
Shares150
Event2026-03-31
Filed2026-04-03
APPN
0.00%APPIAN CORPORATION
Shares280
Event2026-03-31
Filed2026-04-03
EFV
83.67%ISHARES MSCI EAFE VALUE ETF
Shares90
Event2026-03-31
Filed2026-04-03
DVN
-5.76%DEVON ENERGY CORPORATION NEW
Shares131
Event2026-03-31
Filed2026-04-03
QBTS
0.00%D-WAVE QUANTUM INC.
Shares449
Event2026-03-31
Filed2026-04-03
ALLE
-15.38%ALLEGION PLC
Shares44
Event2026-03-31
Filed2026-04-03
PAYX
0.00%PAYCHEX INC
Shares69
Event2026-03-31
Filed2026-04-03
SOFI
0.00%SOFI TECHNOLOGIES INC- COMMON STOCK
Shares400
Event2026-03-31
Filed2026-04-03
INVESCO MAIN STREET FUND - CLASS A
-26.35%INVESCO MAIN STREET FUND - CLASS A
Shares109
Event2026-03-31
Filed2026-04-03
CTSH
0.00%COGNIZANT TECHNOLOGY SOLUTIONS CORP
Shares100
Event2026-03-31
Filed2026-04-03
VKTX
0.00%VIKING THERAPEUTICS INC COM
Shares188
Event2026-03-31
Filed2026-04-03
MCO
0.00%MOODYS CORP
Shares14
Event2026-03-31
Filed2026-04-03
MTN
0.00%VAIL RESORTS INC.
Shares47
Event2026-03-31
Filed2026-04-03
VPU
0.00%VANGUARD UTILITIES ETF
Shares30
Event2026-03-31
Filed2026-04-03
HE
NewHAWAIIAN ELECTRIC INDUSTRIES, INC.
Shares400
Event2026-03-31
Filed2026-04-03
TAN
8.42%INVESCO EXCH TRADED FD TR IISOLAR ETF
Shares103
Event2026-03-31
Filed2026-04-03
BVS
0.00%BIOVENTUS INC COM CL A
Shares625
Event2026-03-31
Filed2026-04-03
FERMI INC.
0.00%FERMI INC.
Shares965
Event2026-03-31
Filed2026-04-03
IP
-45.61%INTERNATIONAL PAPER CO
Shares155
Event2026-03-31
Filed2026-04-03
FTV
0.00%FORTIVE CORPORATION
Shares100
Event2026-03-31
Filed2026-04-03
EEFT
0.00%EURONET WORLDWIDE INC
Shares83
Event2026-03-31
Filed2026-04-03
BARRICK MINING CORPORATION
0.00%BARRICK MINING CORPORATION
Shares135
Event2026-03-31
Filed2026-04-03
PGX
0.00%INVESCO PREFERRED ETF
Shares500
Event2026-03-31
Filed2026-04-03
COPX
NewGLOBAL X COPPER MINERS ETF
Shares71
Event2026-03-31
Filed2026-04-03
SLB
-75.00%SLB N.V
Shares100
Event2026-03-31
Filed2026-04-03
RMNI
0.00%RIMINI STREET INC.
Shares1.6K
Event2026-03-31
Filed2026-04-03
RACE
0.00%FERRARI N.V. COMMON SHARES
Shares15
Event2026-03-31
Filed2026-04-03
TECK
0.00%TECK RESOURCES LTD
Shares97
Event2026-03-31
Filed2026-04-03
POST
0.00%POST HOLDINGS INC
Shares50
Event2026-03-31
Filed2026-04-03
SBS
2.55%COMPANHIA DE SANEAMENTO BASICO DO ESTADO
Shares161
Event2026-03-31
Filed2026-04-03
ADMA
0.00%ADMA BIOLOGICS INC COM
Shares536
Event2026-03-31
Filed2026-04-03
CHAT
NewROUNDHILL GENERATIVE AI AND TECH ETF
Shares78
Event2026-03-31
Filed2026-04-03
OKLO
18.99%OKLO INC
Shares94
Event2026-03-31
Filed2026-04-03
LEU
NewENTRUS ENERGY CORP.
Shares26
Event2026-03-31
Filed2026-04-03
PUBM
0.00%PUBMATIC INC COM CL A
Shares549
Event2026-03-31
Filed2026-04-03
FRPT
0.00%FRESHPET INC
Shares75
Event2026-03-31
Filed2026-04-03
HALMA PLC ADR UNSPONSORED
0.00%HALMA PLC ADR UNSPONSORED
Shares42
Event2026-03-31
Filed2026-04-03
ASPI
NewASP ISOTOPES INC.
Shares986
Event2026-03-31
Filed2026-04-03
HDB
0.00%HDFC BANK LIMITED COMMON ADR
Shares172
Event2026-03-31
Filed2026-04-03
BSV
0.00%VANGUARD SHORT-TERM BOND ETF
Shares53
Event2026-03-31
Filed2026-04-03
CNI
0.00%CANADIAN NATIONAL RAILWAY CO
Shares40
Event2026-03-31
Filed2026-04-03
MTUM
NewISHARES MSCI USA MOMENTUM FACTOR ETF
Shares17
Event2026-03-31
Filed2026-04-03
EA
0.00%ELECTRONIC ARTS INC
Shares20
Event2026-03-31
Filed2026-04-03
SRVR
NewPACER DATA & INFRASTRUCTURE REAL ESTATE ETF
Shares130
Event2026-03-31
Filed2026-04-03
INFY
0.00%INFOSYS LTD INR 5.0 ADR
Shares300
Event2026-03-31
Filed2026-04-03
CRWV
0.00%COREWEAVE INC.
Shares51
Event2026-03-31
Filed2026-04-03
RBLX
0.00%ROBLOX CORP CL A
Shares69
Event2026-03-31
Filed2026-04-03
PGEN
0.00%PRECIGEN INC. - COMMON STOCK
Shares1.0K
Event2026-03-31
Filed2026-04-03
UPST
0.00%UPSTART HLDGS INC COM
Shares150
Event2026-03-31
Filed2026-04-03
MFC
-17.16%MANULIFE FINANCIAL
Shares111
Event2026-03-31
Filed2026-04-03
FTNT
0.00%FORTINET INC. COMMON STOCK
Shares46
Event2026-03-31
Filed2026-04-03
NU
0.00%NU HOLDINGS LTD. CLASS A
Shares255
Event2026-03-31
Filed2026-04-03
ARES
0.00%ARES MANAGEMENT CORP CLASS A
Shares33
Event2026-03-31
Filed2026-04-03
SCHH
NewSCHWAB U.S. REIT ETF
Shares167
Event2026-03-31
Filed2026-04-03
CB
-21.43%CHUBB LTD
Shares11
Event2026-03-31
Filed2026-04-03
KTOS
NewKRATOS DEFENSE & SECURITY SOLUTIONS, INC
Shares50
Event2026-03-31
Filed2026-04-03
LUMN
0.00%LUMEN TECHNOLOGIES INC.
Shares500
Event2026-03-31
Filed2026-04-03
PLUG
0.00%PLUG POWER INC.
Shares1.5K
Event2026-03-31
Filed2026-04-03
INFLEQTION INC.
NewINFLEQTION INC.
Shares344
Event2026-03-31
Filed2026-04-03
ROL
0.00%ROLLINS INC. COMMON STOCK
Shares62
Event2026-03-31
Filed2026-04-03
NICE
0.00%NICE LTD - AMERICAN DEPOSITORY SHARES
Shares30
Event2026-03-31
Filed2026-04-03
ARKQ
0.00%ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
Shares28
Event2026-03-31
Filed2026-04-03
DGX
0.00%QUEST DIAGNOSTICS
Shares16
Event2026-03-31
Filed2026-04-03
FSMD
NewFIDELITY SMALL-MID MULTIFACTOR ETF
Shares70
Event2026-03-31
Filed2026-04-03
NNE
0.00%NANO NUCLEAR ENERGY
Shares150
Event2026-03-31
Filed2026-04-03
LAND
0.00%GLADSTONE LAND CORPORATION
Shares300
Event2026-03-31
Filed2026-04-03
COUR
0.00%COURSERA INC COM
Shares520
Event2026-03-31
Filed2026-04-03
COIN
-29.17%COINBASE GLOBAL INC.
Shares17
Event2026-03-31
Filed2026-04-03
EQR
0.00%EQUITY RESIDENTIAL SHARES OF BENEFICIAL INT
Shares50
Event2026-03-31
Filed2026-04-03
PTON
0.00%PELOTON INTERACTIVE INC CLASS A
Shares690
Event2026-03-31
Filed2026-04-03
VANGUARD DEVELOPED MARKETS INDEX FUND
0.72%VANGUARD DEVELOPED MARKETS INDEX FUND
Shares139
Event2026-03-31
Filed2026-04-03
ACCS
0.00%ISSUER DIRECT CORPORATION
Shares320
Event2026-03-31
Filed2026-04-03
CMPS
0.00%COMPASS PATHWAYS PLC
Shares505
Event2026-03-31
Filed2026-04-03
FE
0.00%FIRSTENERGY CORP
Shares55
Event2026-03-31
Filed2026-04-03
FVRR
0.00%FIVERR INTERNATIONAL LTD.
Shares270
Event2026-03-31
Filed2026-04-03
PLD
0.00%PROLOGIS, INC.
Shares19
Event2026-03-31
Filed2026-04-03
WAB
0.00%WESTINGHOUSE AIR BRAKE TECHNOLOGY CORP
Shares10
Event2026-03-31
Filed2026-04-03
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available