Sponsored

The Analysis of ADVISORS MANAGEMENT GROUP INC /ADV's Holdings & P&L

Currently, ADVISORS MANAGEMENT GROUP INC /ADV holds 158 types of securities in its portfolio with a total value $548.5K. In the most recent quarter, they have increased their positions in N/A (+137.0K shares, valued at $12.5K), MLPA (+218.4K shares, valued at $11.8K), ENB (+152.7K shares, valued at $8.3K); decreased their positions in POWL (-7.8K shares, valued at $4.2K), NVDA (-13.8K shares, valued at $2.4K), AAPL (-7.3K shares, valued at $1.9K); initiated new positions in N/A (+137.0K shares, valued at $12.5K), MLPA (+218.4K shares, valued at $11.8K), ENB (+152.7K shares, valued at $8.3K).

1M P&L

+39.5M+8.09%

3M P&L

+58.3M+12.41%

HY P&L

+94.0M+21.66%

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/A176.0K

38.2%

2Utilities - Regulated Electric55.0K

11.9%

3Semiconductors43.5K

9.4%

Top Industries by Stock Count

1N/A38 stocks

27.7%

2Utilities - Regulated Electric7 stocks

5.1%

3Drug Manufacturers - General7 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JAAA JANUS DETROIT STR TR1.9M shares5.20%2026-03-312026-05-01

ETR ENTERGY CORP NEW174.9K shares0.67%2026-03-312026-05-01

ETFS GOLD TR ETFS GOLD TR408.3K shares-4.83%2026-03-312026-05-01

NVDA NVIDIA CORPORATION101.5K shares-11.93%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F277.4K shares-5.84%2026-03-312026-05-01

SO SOUTHERN CO145.6K shares3.56%2026-03-312026-05-01

TOTALENERGIES SE TOTALENERGIES SE137.0K sharesnew addition2026-03-312026-05-01

FE FIRSTENERGY CORP240.1K shares3.51%2026-03-312026-05-01

Sponsored

MLPA GLOBAL X FDS218.4K sharesnew addition2026-03-312026-05-01

MU MICRON TECHNOLOGY INC31.5K shares-11.70%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW80.9K shares3.28%2026-03-312026-05-01

ALPHABET INC ALPHABET INC36.5K shares-10.06%2026-03-312026-05-01

POWL POWELL INDS INC18.4K shares-29.66%2026-03-312026-05-01

AMZN AMAZON COM INC43.1K shares-7.84%2026-03-312026-05-01

INTC INTEL CORP195.8K shares-12.58%2026-03-312026-05-01

WELL WELLTOWER INC42.0K shares-5.03%2026-03-312026-05-01

Sponsored

ENB ENBRIDGE INC152.7K sharesnew addition2026-03-312026-05-01

AAPL APPLE INC32.5K shares-18.35%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS30.9K shares-10.52%2026-03-312026-05-01

CSCO CISCO SYS INC91.5K shares-13.11%2026-03-312026-05-01

O REALTY INCOME CORP115.9K shares-12.34%2026-03-312026-05-01

CVX CHEVRON CORPORATION31.4K shares-16.01%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC51.1K shares-12.85%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC119.7K shares-11.69%2026-03-312026-05-01

Sponsored

MLI MUELLER INDS INC52.2K shares-8.40%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON22.9K shares-13.36%2026-03-312026-05-01

OKE ONEOK INC NEW59.3K shares-17.26%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC25.7K shares-20.73%2026-03-312026-05-01

AEP AMERICAN ELEC PWR CO INC38.1K shares-0.58%2026-03-312026-05-01

EMR EMERSON ELEC CO37.9K shares-10.98%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F88.7K sharesnew addition2026-03-312026-05-01

MSFT MICROSOFT CORP12.8K shares-12.87%2026-03-312026-05-01

Sponsored

JPM JPMORGAN CHASE & CO14.9K shares-16.93%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE15.4K shares-8.15%2026-03-312026-05-01

LAMR LAMAR ADVERTISING CO34.4K shares-10.08%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR7.5K shares1.36%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC25.4K shares5.85%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC44.4K shares-10.34%2026-03-312026-05-01

VTR VENTAS INC45.3K shares-11.89%2026-03-312026-05-01

WM WASTE MGMT INC DEL16.1K shares-5.80%2026-03-312026-05-01

Sponsored

SCHX SCHWAB STRATEGIC TR142.1K shares1.14%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR117.1K shares4.79%2026-03-312026-05-01

XOM EXXON MOBIL CORP19.6K shares-25.53%2026-03-312026-05-01

BROADCOM INC BROADCOM INC10.6K shares-21.36%2026-03-312026-05-01

GSK PLC GSK PLC59.2K shares-20.09%2026-03-312026-05-01

PFE PFIZER INC116.3K shares-21.61%2026-03-312026-05-01

VVR INVESCO SR INCOME TR991.7K shares-1.15%2026-03-312026-05-01

GILD GILEAD SCIENCES INC22.7K shares-19.17%2026-03-312026-05-01

Sponsored

VXUS VANGUARD STAR FDS41.0K sharesnew addition2026-03-312026-05-01

VTI VANGUARD INDEX FDS9.7K shares0.73%2026-03-312026-05-01

VGK VANGUARD INTL EQUITY INDEX F37.5K sharesnew addition2026-03-312026-05-01

HON HONEYWELL INTL INC12.5K shares-29.66%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR45.5K shares1.07%2026-03-312026-05-01

GEV GE VERNOVA INC3.2K shares-21.79%2026-03-312026-05-01

CAT CATERPILLAR INC3.9K shares-10.48%2026-03-312026-05-01

SHEL SHELL PLC29.8K shares-19.47%2026-03-312026-05-01

Sponsored

D DOMINION ENERGY INC41.1K shares2.62%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC22.2K shares-9.79%2026-03-312026-05-01

SMH VANECK ETF TRUST6.4K shares0.98%2026-03-312026-05-01

IDU ISHARES TR21.0K shares1.04%2026-03-312026-05-01

JCI JOHNSON CONTROLS INTERNATION17.9K shares-22.43%2026-03-312026-05-01

AMAT APPLIED MATLS INC6.6K shares-37.37%2026-03-312026-05-01

IWM ISHARES TR8.5K shares0.54%2026-03-312026-05-01

PG PROCTER & GAMBLE CO14.3K shares-26.19%2026-03-312026-05-01

Sponsored

ADBE ADOBE INC8.2K shares-32.44%2026-03-312026-05-01

NVS NOVARTIS AG12.6K shares-11.91%2026-03-312026-05-01

OKTA OKTA INC24.4K shares-13.05%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR12.7K shares2.17%2026-03-312026-05-01

DE DEERE & CO3.3K shares-12.74%2026-03-312026-05-01

EWZ ISHARES INC43.4K sharesnew addition2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.4K shares1.51%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC9.6K shares-51.54%2026-03-312026-05-01

Sponsored

KO COCA COLA CO20.1K shares-21.77%2026-03-312026-05-01

INDA ISHARES TR31.9K sharesnew addition2026-03-312026-05-01

BNS BANK NOVA SCOTIA B C19.7K shares-34.66%2026-03-312026-05-01

EWY MSCI STH KOR ETF10.8K sharesnew addition2026-03-312026-05-01

MMM 3M CO9.1K shares-17.58%2026-03-312026-05-01

SMIN ISHARES TR21.5K shares6.41%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS27.8K shares0.26%2026-03-312026-05-01

NATIONAL GRID PLC NATIONAL GRID PLC14.7K shares2.66%2026-03-312026-05-01

Sponsored

XLF SELECT SECTOR SPDR TR24.9K shares2.75%2026-03-312026-05-01

IXUS ISHARES TR13.1K shares1.46%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.7K sharesnew addition2026-03-312026-05-01

CHD CHURCH & DWIGHT CO INC11.2K shares-0.01%2026-03-312026-05-01

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC10.5K shares-40.97%2026-03-312026-05-01

QCOM QUALCOMM INC7.6K shares-45.25%2026-03-312026-05-01

VOX VANGUARD WORLD FD5.3K shares1.02%2026-03-312026-05-01

WMT WALMART INC7.7K shares-10.15%2026-03-312026-05-01

Sponsored

KMI KINDER MORGAN INC DEL27.9K shares-30.16%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND1.8K shares-0.50%2026-03-312026-05-01

PEG PUBLIC SVC ENTERPRISE GROUP9.7K shares45.22%2026-03-312026-05-01

XEL XCEL ENERGY INC9.8K shares-6.42%2026-03-312026-05-01

BUG GLOBAL X FDS30.2K shares7.64%2026-03-312026-05-01

J JACOBS SOLUTIONS INC5.5K shares-9.30%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.0K shares-3.90%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC7.0K shares-21.62%2026-03-312026-05-01

Sponsored

WFC WELLS FARGO & CO8.4K shares0.35%2026-03-312026-05-01

UNP UNION PAC CORP2.7K shares-0.83%2026-03-312026-05-01

NUE NUCOR CORP3.8K shares-24.73%2026-03-312026-05-01

FAST FASTENAL CO13.6K shares-17.47%2026-03-312026-05-01

DLR DIGITAL RLTY TR INC3.4K shares-31.13%2026-03-312026-05-01

EMN EASTMAN CHEM CO8.0K shares-31.02%2026-03-312026-05-01

EOG EOG RES INC4.1K shares-33.69%2026-03-312026-05-01

T AT&T INC19.0K shares17.65%2026-03-312026-05-01

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS915 sharesnew addition2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC1.2K shares-44.92%2026-03-312026-05-01

TT TRANE TECHNOLOGIES PLC1.3K shares0.00%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L14.1K shares6.18%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP2.9K shares134.60%2026-03-312026-05-01

TSLA TESLA INC1.3K shares-27.62%2026-03-312026-05-01

HII HUNTINGTON INGALLS INDS INC1.3K shares1.20%2026-03-312026-05-01

ASTRAZENECA PLC ASTRAZENECA PLC2.4K sharesnew addition2026-03-312026-05-01

Sponsored

PEP PEPSICO INC3.0K shares1.01%2026-03-312026-05-01

USB US BANCORP8.6K shares0.00%2026-03-312026-05-01

V VISA INC1.5K shares7.01%2026-03-312026-05-01

STT STATE STR CORP3.5K shares-17.79%2026-03-312026-05-01

IRM IRON MTN INC DEL4.3K shares41.75%2026-03-312026-05-01

IVV ISHARES TR667 shares72.80%2026-03-312026-05-01

BP BP PLC9.2K shares7.96%2026-03-312026-05-01

ALPHABET INC ALPHABET INC1.5K shares-44.53%2026-03-312026-05-01

Sponsored

DOC HEALTHPEAK PROPERTIES INC23.5K shares-48.30%2026-03-312026-05-01

IYH ISHARES TR6.1K shares0.00%2026-03-312026-05-01

GNRC GENERAC HLDGS INC1.9K shares0.00%2026-03-312026-05-01

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC4.8K shares0.38%2026-03-312026-05-01

PAVE GLOBAL X FDS6.8K shares-9.74%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC1.2K shares0.00%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO5.7K shares-20.50%2026-03-312026-05-01

NTRS NORTHERN TR CORP2.4K shares0.00%2026-03-312026-05-01

Sponsored

HSY HERSHEY CO1.6K shares0.88%2026-03-312026-05-01

VHT VANGUARD WORLD FD1.2K shares-10.26%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO1.0K shares-13.74%2026-03-312026-05-01

IJJ ISHARES TR2.3K shares0.00%2026-03-312026-05-01

JBHT HUNT J B TRANS SVCS INC1.4K shares0.00%2026-03-312026-05-01

IYW ISHARES TR1.6K shares0.00%2026-03-312026-05-01

FINX GLOBAL X FDS12.4K shares1.01%2026-03-312026-05-01

MCD MCDONALDS CORP909 shares10.18%2026-03-312026-05-01

Sponsored

TXN TEXAS INSTRS INC1.5K shares1.18%2026-03-312026-05-01

IYC ISHARES TR2.9K shares-0.03%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC1.0K shares0.00%2026-03-312026-05-01

CMI CUMMINS INC508 shares0.99%2026-03-312026-05-01

AMGN AMGEN INC767 shares-1.16%2026-03-312026-05-01

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC3.6K shares0.64%2026-03-312026-05-01

PFF ISHARES TR8.1K shares-20.93%2026-03-312026-05-01

ARKK ARK ETF TR3.6K shares-1.22%2026-03-312026-05-01

Sponsored

IJK ISHARES TR2.3K shares0.00%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST3.3K shares0.00%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP2.4K shares-4.01%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP804 shares-4.63%2026-03-312026-05-01

PFFD GLOBAL X FDS12.2K shares-14.44%2026-03-312026-05-01

ABBV ABBVIE INC1.0K shares-0.19%2026-03-312026-05-01

MPC MARATHON PETE CORP910 sharesnew addition2026-03-312026-05-01

AMT AMERICAN TOWER CORP1.3K shares1.81%2026-03-312026-05-01

Sponsored

DIS DISNEY WALT CO2.3K shares4.62%2026-03-312026-05-01

SNDK SANDISK CORP333 sharesnew addition2026-03-312026-05-01

GTLS CHART INDS INC996 shares0.00%2026-03-312026-05-01

SOFI SOFI TECHNOLOGIES INC12.4K shares7.46%2026-03-312026-05-01

LYG LLOYDS BANKING GROUP PLC25.7K shares27.51%2026-03-312026-05-01

WRN WESTERN COPPER & GOLD CORP39.3K sharesnew addition2026-03-312026-05-01

JAAA

JANUS DETROIT STR TR

5.20%

Shares1.9M

Event2026-03-31

Filed2026-05-01

ETR

ENTERGY CORP NEW

0.67%

Shares174.9K

Event2026-03-31

Filed2026-05-01

ETFS GOLD TR

-4.83%

Shares408.3K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-11.93%

Shares101.5K

Event2026-03-31

Filed2026-05-01

JEPI

J P MORGAN EXCHANGE TRADED F

-5.84%

Shares277.4K

Event2026-03-31

Filed2026-05-01

SOUTHERN CO

3.56%

Shares145.6K

Event2026-03-31

Filed2026-05-01

TOTALENERGIES SE

New

Shares137.0K

Event2026-03-31

Filed2026-05-01

FIRSTENERGY CORP

3.51%

Shares240.1K

Event2026-03-31

Filed2026-05-01

MLPA

GLOBAL X FDS

New

Shares218.4K

Event2026-03-31

Filed2026-05-01

MICRON TECHNOLOGY INC

-11.70%

Shares31.5K

Event2026-03-31

Filed2026-05-01

DUKE ENERGY CORP NEW

3.28%

Shares80.9K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-10.06%

Shares36.5K

Event2026-03-31

Filed2026-05-01

POWL

POWELL INDS INC

-29.66%

Shares18.4K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-7.84%

Shares43.1K

Event2026-03-31

Filed2026-05-01

INTC

INTEL CORP

-12.58%

Shares195.8K

Event2026-03-31

Filed2026-05-01

WELL

WELLTOWER INC

-5.03%

Shares42.0K

Event2026-03-31

Filed2026-05-01

ENB

ENBRIDGE INC

New

Shares152.7K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-18.35%

Shares32.5K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

-10.52%

Shares30.9K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

-13.11%

Shares91.5K

Event2026-03-31

Filed2026-05-01

REALTY INCOME CORP

-12.34%

Shares115.9K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-16.01%

Shares31.4K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

-12.85%

Shares51.1K

Event2026-03-31

Filed2026-05-01

VERIZON COMMUNICATIONS INC

-11.69%

Shares119.7K

Event2026-03-31

Filed2026-05-01

MLI

MUELLER INDS INC

-8.40%

Shares52.2K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-13.36%

Shares22.9K

Event2026-03-31

Filed2026-05-01

OKE

ONEOK INC NEW

-17.26%

Shares59.3K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

-20.73%

Shares25.7K

Event2026-03-31

Filed2026-05-01

AEP

AMERICAN ELEC PWR CO INC

-0.58%

Shares38.1K

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

-10.98%

Shares37.9K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares88.7K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-12.87%

Shares12.8K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-16.93%

Shares14.9K

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

-8.15%

Shares15.4K

Event2026-03-31

Filed2026-05-01

LAMR

LAMAR ADVERTISING CO

-10.08%

Shares34.4K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

1.36%

Shares7.5K

Event2026-03-31

Filed2026-05-01

PANW

PALO ALTO NETWORKS INC

5.85%

Shares25.4K

Event2026-03-31

Filed2026-05-01

MEDTRONIC PLC

-10.34%

Shares44.4K

Event2026-03-31

Filed2026-05-01

VTR

VENTAS INC

-11.89%

Shares45.3K

Event2026-03-31

Filed2026-05-01

WASTE MGMT INC DEL

-5.80%

Shares16.1K

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB STRATEGIC TR

1.14%

Shares142.1K

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

4.79%

Shares117.1K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-25.53%

Shares19.6K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

-21.36%

Shares10.6K

Event2026-03-31

Filed2026-05-01

GSK PLC

-20.09%

Shares59.2K

Event2026-03-31

Filed2026-05-01

PFE

PFIZER INC

-21.61%

Shares116.3K

Event2026-03-31

Filed2026-05-01

VVR

INVESCO SR INCOME TR

-1.15%

Shares991.7K

Event2026-03-31

Filed2026-05-01

GILD

GILEAD SCIENCES INC

-19.17%

Shares22.7K

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

New

Shares41.0K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

0.73%

Shares9.7K

Event2026-03-31

Filed2026-05-01

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares37.5K

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

-29.66%

Shares12.5K

Event2026-03-31

Filed2026-05-01

XLE

SELECT SECTOR SPDR TR

1.07%

Shares45.5K

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

-21.79%

Shares3.2K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

-10.48%

Shares3.9K

Event2026-03-31

Filed2026-05-01

SHEL

SHELL PLC

-19.47%

Shares29.8K

Event2026-03-31

Filed2026-05-01

DOMINION ENERGY INC

2.62%

Shares41.1K

Event2026-03-31

Filed2026-05-01

CITIGROUP INC

-9.79%

Shares22.2K

Event2026-03-31

Filed2026-05-01

SMH

VANECK ETF TRUST

0.98%

Shares6.4K

Event2026-03-31

Filed2026-05-01

IDU

ISHARES TR

1.04%

Shares21.0K

Event2026-03-31

Filed2026-05-01

JCI

JOHNSON CONTROLS INTERNATION

-22.43%

Shares17.9K

Event2026-03-31

Filed2026-05-01

AMAT

APPLIED MATLS INC

-37.37%

Shares6.6K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

0.54%

Shares8.5K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

-26.19%

Shares14.3K

Event2026-03-31

Filed2026-05-01

ADBE

ADOBE INC

-32.44%

Shares8.2K

Event2026-03-31

Filed2026-05-01

NVS

NOVARTIS AG

-11.91%

Shares12.6K

Event2026-03-31

Filed2026-05-01

OKTA

OKTA INC

-13.05%

Shares24.4K

Event2026-03-31

Filed2026-05-01

XLV

SELECT SECTOR SPDR TR

2.17%

Shares12.7K

Event2026-03-31

Filed2026-05-01

DEERE & CO

-12.74%

Shares3.3K

Event2026-03-31

Filed2026-05-01

EWZ

ISHARES INC

New

Shares43.4K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

1.51%

Shares3.4K

Event2026-03-31

Filed2026-05-01

DELL

DELL TECHNOLOGIES INC

-51.54%

Shares9.6K

Event2026-03-31

Filed2026-05-01

COCA COLA CO

-21.77%

Shares20.1K

Event2026-03-31

Filed2026-05-01

INDA

ISHARES TR

New

Shares31.9K

Event2026-03-31

Filed2026-05-01

BNS

BANK NOVA SCOTIA B C

-34.66%

Shares19.7K

Event2026-03-31

Filed2026-05-01

EWY

MSCI STH KOR ETF

New

Shares10.8K

Event2026-03-31

Filed2026-05-01

MMM

3M CO

-17.58%

Shares9.1K

Event2026-03-31

Filed2026-05-01

SMIN

ISHARES TR

6.41%

Shares21.5K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

0.26%

Shares27.8K

Event2026-03-31

Filed2026-05-01

NATIONAL GRID PLC

2.66%

Shares14.7K

Event2026-03-31

Filed2026-05-01

XLF

SELECT SECTOR SPDR TR

2.75%

Shares24.9K

Event2026-03-31

Filed2026-05-01

IXUS

ISHARES TR

1.46%

Shares13.1K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

New

Shares5.7K

Event2026-03-31

Filed2026-05-01

CHD

CHURCH & DWIGHT CO INC

-0.01%

Shares11.2K

Event2026-03-31

Filed2026-05-01

MARVELL TECHNOLOGY INC

-40.97%

Shares10.5K

Event2026-03-31

Filed2026-05-01

QCOM

QUALCOMM INC

-45.25%

Shares7.6K

Event2026-03-31

Filed2026-05-01

VOX

VANGUARD WORLD FD

1.02%

Shares5.3K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-10.15%

Shares7.7K

Event2026-03-31

Filed2026-05-01

KMI

KINDER MORGAN INC DEL

-30.16%

Shares27.9K

Event2026-03-31

Filed2026-05-01

DIA

STATE STR SPDR DOW JONES IND

-0.50%

Shares1.8K

Event2026-03-31

Filed2026-05-01

PEG

PUBLIC SVC ENTERPRISE GROUP

45.22%

Shares9.7K

Event2026-03-31

Filed2026-05-01

XEL

XCEL ENERGY INC

-6.42%

Shares9.8K

Event2026-03-31

Filed2026-05-01

BUG

GLOBAL X FDS

7.64%

Shares30.2K

Event2026-03-31

Filed2026-05-01

JACOBS SOLUTIONS INC

-9.30%

Shares5.5K

Event2026-03-31

Filed2026-05-01

WEC ENERGY GROUP INC

-3.90%

Shares6.0K

Event2026-03-31

Filed2026-05-01

UPS

UNITED PARCEL SVCS INC

-21.62%

Shares7.0K

Event2026-03-31

Filed2026-05-01

WFC

WELLS FARGO & CO

0.35%

Shares8.4K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

-0.83%

Shares2.7K

Event2026-03-31

Filed2026-05-01

NUE

NUCOR CORP

-24.73%

Shares3.8K

Event2026-03-31

Filed2026-05-01

FAST

FASTENAL CO

-17.47%

Shares13.6K

Event2026-03-31

Filed2026-05-01

DLR

DIGITAL RLTY TR INC

-31.13%

Shares3.4K

Event2026-03-31

Filed2026-05-01

EMN

EASTMAN CHEM CO

-31.02%

Shares8.0K

Event2026-03-31

Filed2026-05-01

EOG

EOG RES INC

-33.69%

Shares4.1K

Event2026-03-31

Filed2026-05-01

AT&T INC

17.65%

Shares19.0K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

New

Shares915

Event2026-03-31

Filed2026-05-01

ISRG

INTUITIVE SURGICAL INC

-44.92%

Shares1.2K

Event2026-03-31

Filed2026-05-01

TRANE TECHNOLOGIES PLC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

EPD

ENTERPRISE PRODS PARTNERS L

6.18%

Shares14.1K

Event2026-03-31

Filed2026-05-01

COF

CAPITAL ONE FINL CORP

134.60%

Shares2.9K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

-27.62%

Shares1.3K

Event2026-03-31

Filed2026-05-01

HII

HUNTINGTON INGALLS INDS INC

1.20%

Shares1.3K

Event2026-03-31

Filed2026-05-01

ASTRAZENECA PLC

New

Shares2.4K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

1.01%

Shares3.0K

Event2026-03-31

Filed2026-05-01

USB

US BANCORP

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-01

VISA INC

7.01%

Shares1.5K

Event2026-03-31

Filed2026-05-01

STT

STATE STR CORP

-17.79%

Shares3.5K

Event2026-03-31

Filed2026-05-01

IRM

IRON MTN INC DEL

41.75%

Shares4.3K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

72.80%

Shares667

Event2026-03-31

Filed2026-05-01

BP PLC

7.96%

Shares9.2K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-44.53%

Shares1.5K

Event2026-03-31

Filed2026-05-01

DOC

HEALTHPEAK PROPERTIES INC

-48.30%

Shares23.5K

Event2026-03-31

Filed2026-05-01

IYH

ISHARES TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-01

GNRC

GENERAC HLDGS INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-01

SOLSTICE ADVANCED MATLS INC

0.38%

Shares4.8K

Event2026-03-31

Filed2026-05-01

PAVE

GLOBAL X FDS

-9.74%

Shares6.8K

Event2026-03-31

Filed2026-05-01

TRV

TRAVELERS COMPANIES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-01

BMY

BRISTOL-MYERS SQUIBB CO

-20.50%

Shares5.7K

Event2026-03-31

Filed2026-05-01

NTRS

NORTHERN TR CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-01

HSY

HERSHEY CO

0.88%

Shares1.6K

Event2026-03-31

Filed2026-05-01

VHT

VANGUARD WORLD FD

-10.26%

Shares1.2K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS CO

-13.74%

Shares1.0K

Event2026-03-31

Filed2026-05-01

IJJ

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-01

JBHT

HUNT J B TRANS SVCS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-01

IYW

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

FINX

GLOBAL X FDS

1.01%

Shares12.4K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

10.18%

Shares909

Event2026-03-31

Filed2026-05-01

TXN

TEXAS INSTRS INC

1.18%

Shares1.5K

Event2026-03-31

Filed2026-05-01

IYC

ISHARES TR

-0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

CMI

CUMMINS INC

0.99%

Shares508

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

-1.16%

Shares767

Event2026-03-31

Filed2026-05-01

STANLEY BLACK & DECKER INC

0.64%

Shares3.6K

Event2026-03-31

Filed2026-05-01

PFF

ISHARES TR

-20.93%

Shares8.1K

Event2026-03-31

Filed2026-05-01

ARKK

ARK ETF TR

-1.22%

Shares3.6K

Event2026-03-31

Filed2026-05-01

IJK

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-01

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-01

KMB

KIMBERLY-CLARK CORP

-4.01%

Shares2.4K

Event2026-03-31

Filed2026-05-01

NSC

NORFOLK SOUTHN CORP

-4.63%

Shares804

Event2026-03-31

Filed2026-05-01

PFFD

GLOBAL X FDS

-14.44%

Shares12.2K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

-0.19%

Shares1.0K

Event2026-03-31

Filed2026-05-01

MPC

MARATHON PETE CORP

New

Shares910

Event2026-03-31

Filed2026-05-01

AMT

AMERICAN TOWER CORP

1.81%

Shares1.3K

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

4.62%

Shares2.3K

Event2026-03-31

Filed2026-05-01

SNDK

SANDISK CORP

New

Shares333

Event2026-03-31

Filed2026-05-01

GTLS

CHART INDS INC

0.00%

Shares996

Event2026-03-31

Filed2026-05-01

SOFI

SOFI TECHNOLOGIES INC

7.46%

Shares12.4K

Event2026-03-31

Filed2026-05-01

LYG

LLOYDS BANKING GROUP PLC

27.51%

Shares25.7K

Event2026-03-31

Filed2026-05-01

WRN

WESTERN COPPER & GOLD CORP

New

Shares39.3K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available