The Analysis of ALBION FINANCIAL GROUP /UT's Holdings & P&L


Currently, ALBION FINANCIAL GROUP /UT holds 737 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in N/A (+129.3K shares, valued at $14.7M), PEP (+79.4K shares, valued at $12.3M), N/A (+14.0K shares, valued at $8.3M); decreased their positions in ORCL (-85.2K shares, valued at $12.5M), APH (-69.4K shares, valued at $8.8M), PWR (-15.5K shares, valued at $8.5M); initiated new positions in LITE (+1.0K shares, valued at $702.8K), CIEN (+1.0K shares, valued at $388.2K), N/A (+1.0K shares, valued at $238.2K).


1M P&L
+39.2M+3.24%
3M P&L
+51.0M+4.25%
HY P&L
+96.4M+8.35%

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/A474.6M
41.8%
2Consumer Electronics83.2M
7.3%
3Semiconductors63.3M
5.6%

Top Industries by Stock Count

1N/A179 stocks
26.7%
2Software - Application19 stocks
2.8%
3Semiconductors17 stocks
2.5%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
4.29%
Shares339.3K
Event2026-03-31
Filed2026-04-27
IWR
ISHARES TR
0.46%
Shares857.4K
Event2026-03-31
Filed2026-04-27
AAPL
APPLE INC
-0.28%
Shares327.7K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
0.35%
Shares185.8K
Event2026-03-31
Filed2026-04-27
AMZN
AMAZON COM INC
-0.36%
Shares246.7K
Event2026-03-31
Filed2026-04-27
NVDA
NVIDIA CORPORATION
-0.60%
Shares287.2K
Event2026-03-31
Filed2026-04-27
MSFT
MICROSOFT CORP
-2.75%
Shares127.5K
Event2026-03-31
Filed2026-04-27
VGIT
VANGUARD SCOTTSDALE FDS
3.58%
Shares636.0K
Event2026-03-31
Filed2026-04-27
IJR
ISHARES TR
0.31%
Shares282.6K
Event2026-03-31
Filed2026-04-27
VEU
VANGUARD INTL EQUITY INDEX F
0.66%
Shares442.4K
Event2026-03-31
Filed2026-04-27
SCHD
SCHWAB STRATEGIC TR
0.24%
Shares1.0M
Event2026-03-31
Filed2026-04-27
VCSH
VANGUARD SCOTTSDALE FDS
7.54%
Shares381.8K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
BROADCOM INC
-1.44%
Shares95.6K
Event2026-03-31
Filed2026-04-27
JMBS
JANUS DETROIT STR TR
3.37%
Shares644.9K
Event2026-03-31
Filed2026-04-27
JAAA
JANUS DETROIT STR TR
4.07%
Shares577.7K
Event2026-03-31
Filed2026-04-27
JPM
JPMORGAN CHASE & CO
-0.53%
Shares92.1K
Event2026-03-31
Filed2026-04-27
CSCO
CISCO SYS INC
17.75%
Shares332.5K
Event2026-03-31
Filed2026-04-27
SPY
STATE STR SPDR S&P 500 ETF T
0.26%
Shares38.1K
Event2026-03-31
Filed2026-04-27
BLACKROCK INC
BLACKROCK INC
-3.85%
Shares25.2K
Event2026-03-31
Filed2026-04-27
COST
COSTCO WHOLESALE CORPORATION
0.02%
Shares21.9K
Event2026-03-31
Filed2026-04-27
V
VISA INC
0.52%
Shares67.9K
Event2026-03-31
Filed2026-04-27
IBB
ISHARES TR
0.34%
Shares120.1K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR
INVESCO QQQ TR
4.13%
Shares32.5K
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.05%
Shares38.3K
Event2026-03-31
Filed2026-04-27
PEP
PEPSICO INC
207.88%
Shares117.6K
Event2026-03-31
Filed2026-04-27
TJX
TJX COS INC NEW
-0.65%
Shares113.5K
Event2026-03-31
Filed2026-04-27
LMT
LOCKHEED MARTIN CORP
0.42%
Shares28.5K
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
GE AEROSPACE
0.27%
Shares53.0K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC
CITIGROUP INC
239383.33%
Shares129.3K
Event2026-03-31
Filed2026-04-27
PWR
QUANTA SVCS INC
-37.24%
Shares26.1K
Event2026-03-31
Filed2026-04-27
META
META PLATFORMS INC
-0.55%
Shares23.3K
Event2026-03-31
Filed2026-04-27
HON
HONEYWELL INTL INC
0.77%
Shares58.2K
Event2026-03-31
Filed2026-04-27
SBUX
STARBUCKS CORP
11.26%
Shares145.8K
Event2026-03-31
Filed2026-04-27
VIG
VANGUARD SPECIALIZED FUNDS
0.15%
Shares58.1K
Event2026-03-31
Filed2026-04-27
HD
HOME DEPOT INC
-0.11%
Shares36.9K
Event2026-03-31
Filed2026-04-27
MUB
ISHARES TR
2.18%
Shares113.8K
Event2026-03-31
Filed2026-04-27
UBER
UBER TECHNOLOGIES INC
-0.40%
Shares167.5K
Event2026-03-31
Filed2026-04-27
TMO
THERMO FISHER SCIENTIFIC INC
-0.30%
Shares24.3K
Event2026-03-31
Filed2026-04-27
APH
AMPHENOL CORP
-43.27%
Shares91.0K
Event2026-03-31
Filed2026-04-27
RSG
REPUBLIC SVCS INC
9.38%
Shares50.1K
Event2026-03-31
Filed2026-04-27
JUST
GOLDMAN SACHS ETF TR
-0.32%
Shares117.2K
Event2026-03-31
Filed2026-04-27
GEV
GE VERNOVA INC
0.33%
Shares12.0K
Event2026-03-31
Filed2026-04-27
DIS
DISNEY WALT CO
2.85%
Shares106.0K
Event2026-03-31
Filed2026-04-27
MS
MORGAN STANLEY
-1.59%
Shares59.9K
Event2026-03-31
Filed2026-04-27
MCD
MCDONALDS CORP
0.34%
Shares28.1K
Event2026-03-31
Filed2026-04-27
AMGN
AMGEN INC
-0.76%
Shares24.1K
Event2026-03-31
Filed2026-04-27
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-15.15%
Shares40.5K
Event2026-03-31
Filed2026-04-27
UNP
UNION PAC CORP
-5.38%
Shares31.4K
Event2026-03-31
Filed2026-04-27
DGRW
WISDOMTREE TR
-0.01%
Shares85.3K
Event2026-03-31
Filed2026-04-27
PABU
ISHARES TR
-0.96%
Shares111.8K
Event2026-03-31
Filed2026-04-27
SO
SOUTHERN CO
-0.41%
Shares76.3K
Event2026-03-31
Filed2026-04-27
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-0.65%
Shares63.2K
Event2026-03-31
Filed2026-04-27
PWRD
TCW ETF TRUST
-1.27%
Shares71.6K
Event2026-03-31
Filed2026-04-27
IVW
ISHARES TR
365.69%
Shares55.0K
Event2026-03-31
Filed2026-04-27
JMST
J P MORGAN EXCHANGE TRADED F
1.14%
Shares116.7K
Event2026-03-31
Filed2026-04-27
MEDTRONIC PLC
MEDTRONIC PLC
-0.60%
Shares67.2K
Event2026-03-31
Filed2026-04-27
TXN
TEXAS INSTRS INC
30.69%
Shares29.7K
Event2026-03-31
Filed2026-04-27
SHE
SPDR SERIES TRUST
-0.84%
Shares44.7K
Event2026-03-31
Filed2026-04-27
CRM
SALESFORCE INC
-20.49%
Shares29.9K
Event2026-03-31
Filed2026-04-27
QCOM
QUALCOMM INC
-1.69%
Shares43.3K
Event2026-03-31
Filed2026-04-27
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares112.2K
Event2026-03-31
Filed2026-04-27
DVY
ISHARES TR
0.00%
Shares33.0K
Event2026-03-31
Filed2026-04-27
ED
CONSOLIDATED EDISON INC
2.14%
Shares43.3K
Event2026-03-31
Filed2026-04-27
AFL
AFLAC INC
-0.25%
Shares44.7K
Event2026-03-31
Filed2026-04-27
MAIN
MAIN STR CAP CORP
0.14%
Shares86.9K
Event2026-03-31
Filed2026-04-27
CVX
CHEVRON CORPORATION
0.12%
Shares21.7K
Event2026-03-31
Filed2026-04-27
ABBV
ABBVIE INC
-21.57%
Shares18.8K
Event2026-03-31
Filed2026-04-27
PAYX
PAYCHEX INC
-5.40%
Shares44.1K
Event2026-03-31
Filed2026-04-27
TGT
TARGET CORP
14.37%
Shares31.7K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
0.27%
Shares13.1K
Event2026-03-31
Filed2026-04-27
PG
PROCTER & GAMBLE CO
4.22%
Shares25.8K
Event2026-03-31
Filed2026-04-27
MERCK & CO INC
MERCK & CO INC
-0.59%
Shares30.3K
Event2026-03-31
Filed2026-04-27
DMXF
ISHARES TR
0.13%
Shares38.5K
Event2026-03-31
Filed2026-04-27
JNJ
JOHNSON & JOHNSON
11.87%
Shares10.4K
Event2026-03-31
Filed2026-04-27
SRLN
SSGA ACTIVE ETF TR
0.03%
Shares55.9K
Event2026-03-31
Filed2026-04-27
BBHY
J P MORGAN EXCHANGE TRADED F
4.44%
Shares48.8K
Event2026-03-31
Filed2026-04-27
TSLA
TESLA INC
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-27
EWC
ISHARES INC
0.00%
Shares39.0K
Event2026-03-31
Filed2026-04-27
NNN
NNN REIT INC
0.87%
Shares46.4K
Event2026-03-31
Filed2026-04-27
GPC
GENUINE PARTS CO
-9.77%
Shares17.5K
Event2026-03-31
Filed2026-04-27
XOM
EXXON MOBIL CORP
12.85%
Shares10.5K
Event2026-03-31
Filed2026-04-27
WSM
WILLIAMS SONOMA INC
11.01%
Shares9.5K
Event2026-03-31
Filed2026-04-27
CRBN
ISHARES TR
0.48%
Shares7.3K
Event2026-03-31
Filed2026-04-27
SPYD
SPDR SERIES TRUST
-30.94%
Shares35.6K
Event2026-03-31
Filed2026-04-27
RIVN
RIVIAN AUTOMOTIVE INC
-1.26%
Shares103.4K
Event2026-03-31
Filed2026-04-27
ABT
ABBOTT LABORATORIES
-34.85%
Shares15.0K
Event2026-03-31
Filed2026-04-27
PGX
INVESCO EXCH TRADED FD TR II
0.29%
Shares140.8K
Event2026-03-31
Filed2026-04-27
VTI
VANGUARD INDEX FDS
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-27
SUSB
ISHARES TR
0.40%
Shares58.9K
Event2026-03-31
Filed2026-04-27
SPYM
SPDR SERIES TRUST
-80.61%
Shares19.1K
Event2026-03-31
Filed2026-04-27
ECL
ECOLAB INC
-0.31%
Shares5.4K
Event2026-03-31
Filed2026-04-27
IBM
INTERNATIONAL BUSINESS MACHS
-3.31%
Shares5.8K
Event2026-03-31
Filed2026-04-27
KMB
KIMBERLY-CLARK CORP
-16.59%
Shares14.2K
Event2026-03-31
Filed2026-04-27
ALPS ETF TR
ALPS ETF TR
4.50%
Shares25.9K
Event2026-03-31
Filed2026-04-27
AEP
AMERICAN ELEC PWR CO INC
0.06%
Shares10.2K
Event2026-03-31
Filed2026-04-27
AWK
AMERICAN WTR WKS CO INC NEW
-0.67%
Shares9.8K
Event2026-03-31
Filed2026-04-27
TSCO
TRACTOR SUPPLY CO
0.00%
Shares25.0K
Event2026-03-31
Filed2026-04-27
EVRG
EVERGY INC
3.85%
Shares13.7K
Event2026-03-31
Filed2026-04-27
FSS
FEDERAL SIGNAL CORP
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-27
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
13.61%
Shares8.0K
Event2026-03-31
Filed2026-04-27
NEE
NEXTERA ENERGY INC
25.85%
Shares11.3K
Event2026-03-31
Filed2026-04-27
LLY
ELI LILLY & CO
2.24%
Shares1.1K
Event2026-03-31
Filed2026-04-27
PM
PHILIP MORRIS INTL INC
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-27
XYL
XYLEM INC
-0.65%
Shares8.7K
Event2026-03-31
Filed2026-04-27
HDV
ISHARES TR
1.53%
Shares7.3K
Event2026-03-31
Filed2026-04-27
ITOT
ISHARES TR
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-27
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.25%
Shares13.6K
Event2026-03-31
Filed2026-04-27
TY
TRI CONTL CORP
0.00%
Shares30.5K
Event2026-03-31
Filed2026-04-27
KRMD
KORU MEDICAL SYSTEMS INC
0.00%
Shares216.4K
Event2026-03-31
Filed2026-04-27
GLD
SPDR GOLD TR
0.19%
Shares2.1K
Event2026-03-31
Filed2026-04-27
EWA
ISHARES INC
0.00%
Shares33.2K
Event2026-03-31
Filed2026-04-27
A
AGILENT TECHNOLOGIES INC
-23.32%
Shares7.8K
Event2026-03-31
Filed2026-04-27
BIZD
VANECK ETF TRUST
8.80%
Shares67.8K
Event2026-03-31
Filed2026-04-27
VGT
VANGUARD WORLD FD
-0.81%
Shares1.2K
Event2026-03-31
Filed2026-04-27
CUT
INVESCO EXCH TRADED FD TR II
-44.63%
Shares28.8K
Event2026-03-31
Filed2026-04-27
DLR
DIGITAL RLTY TR INC
-2.19%
Shares4.3K
Event2026-03-31
Filed2026-04-27
DGRO
ISHARES TR
0.00%
Shares10.4K
Event2026-03-31
Filed2026-04-27
ADP
AUTOMATIC DATA PROCESSING IN
-0.70%
Shares3.6K
Event2026-03-31
Filed2026-04-27
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-04-27
LITE
LUMENTUM HLDGS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
ARCC
ARES CAPITAL CORP
-11.72%
Shares38.2K
Event2026-03-31
Filed2026-04-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.50%
Shares2.0K
Event2026-03-31
Filed2026-04-27
BAC
BANK AMERICA CORP
5.71%
Shares13.9K
Event2026-03-31
Filed2026-04-27
VGSH
VANGUARD SCOTTSDALE FDS
1.96%
Shares11.1K
Event2026-03-31
Filed2026-04-27
PTON
PELOTON INTERACTIVE INC
-5.57%
Shares145.0K
Event2026-03-31
Filed2026-04-27
IJH
ISHARES TR
-0.01%
Shares9.1K
Event2026-03-31
Filed2026-04-27
ESGV
VANGUARD WORLD FD
180.65%
Shares5.0K
Event2026-03-31
Filed2026-04-27
GBDC
GOLUB CAP BDC INC
13.20%
Shares40.6K
Event2026-03-31
Filed2026-04-27
ORCL
ORACLE CORP
-96.36%
Shares3.2K
Event2026-03-31
Filed2026-04-27
VZ
VERIZON COMMUNICATIONS INC
7.42%
Shares9.2K
Event2026-03-31
Filed2026-04-27
ADBE
ADOBE INC
1.68%
Shares1.8K
Event2026-03-31
Filed2026-04-27
GLW
CORNING INC
162.21%
Shares3.2K
Event2026-03-31
Filed2026-04-27
JPUS
J P MORGAN EXCHANGE TRADED F
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-27
JQUA
J P MORGAN EXCHANGE TRADED F
-1.31%
Shares6.5K
Event2026-03-31
Filed2026-04-27
SDY
SPDR SERIES TRUST
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-27
EWH
ISHARES INC
-55.40%
Shares17.1K
Event2026-03-31
Filed2026-04-27
CIEN
CIENA CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
MO
ALTRIA GROUP INC
-8.60%
Shares5.9K
Event2026-03-31
Filed2026-04-27
MU
MICRON TECHNOLOGY INC
2743.24%
Shares1.1K
Event2026-03-31
Filed2026-04-27
KO
COCA COLA CO
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-27
PLTR
PALANTIR TECHNOLOGIES INC
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-27
JAVA
J P MORGAN EXCHANGE TRADED F
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-27
IWM
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
JPST
J P MORGAN EXCHANGE TRADED F
-1.72%
Shares6.6K
Event2026-03-31
Filed2026-04-27
ONEQ
FIDELITY COMWLTH TR
-2.26%
Shares3.9K
Event2026-03-31
Filed2026-04-27
SDVY
FIRST TR EXCHANGE TRADED FD
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-27
WFC
WELLS FARGO & CO
222.87%
Shares4.1K
Event2026-03-31
Filed2026-04-27
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-27
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-27
VIS
VANGUARD WORLD FD
0.00%
Shares981
Event2026-03-31
Filed2026-04-27
SCHG
SCHWAB STRATEGIC TR
0.40%
Shares10.5K
Event2026-03-31
Filed2026-04-27
RCL
ROYAL CARIBBEAN GROUP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
NSC
NORFOLK SOUTHN CORP
45.47%
Shares1.0K
Event2026-03-31
Filed2026-04-27
SCHM
SCHWAB STRATEGIC TR
-0.46%
Shares9.3K
Event2026-03-31
Filed2026-04-27
MPC
MARATHON PETE CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
IUSG
ISHARES TR
-5.93%
Shares1.8K
Event2026-03-31
Filed2026-04-27
CELESTICA INC
CELESTICA INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
MDLZ
MONDELEZ INTL INC
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-27
XLY
SELECT SECTOR SPDR TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-27
SOFI
SOFI TECHNOLOGIES INC
0.00%
Shares16.4K
Event2026-03-31
Filed2026-04-27
DHR
DANAHER CORP DEL
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
COHERENT CORP
COHERENT CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
RSPT
INVESCO EXCHANGE TRADED FD T
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-27
PGR
PROGRESSIVE CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
SYK
STRYKER CORPORATION
0.00%
Shares665
Event2026-03-31
Filed2026-04-27
VUG
VANGUARD INDEX FDS
0.00%
Shares489
Event2026-03-31
Filed2026-04-27
XLK
SELECT SECTOR SPDR TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-27
SLV
ISHARES SILVER TR
3.33%
Shares3.1K
Event2026-03-31
Filed2026-04-27
EUAD
SPINNAKER ETF SERIES
New
Shares5.1K
Event2026-03-31
Filed2026-04-27
RTX
RTX CORPORATION
11.54%
Shares1.1K
Event2026-03-31
Filed2026-04-27
IWV
ISHARES TR
0.00%
Shares558
Event2026-03-31
Filed2026-04-27
PFE
PFIZER INC
468.36%
Shares7.1K
Event2026-03-31
Filed2026-04-27
FTGS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-27
ETFS GOLD TR
ETFS GOLD TR
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-27
AMAT
APPLIED MATLS INC
0.00%
Shares548
Event2026-03-31
Filed2026-04-27
INTC
INTEL CORP
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-27
OKE
ONEOK INC NEW
6.73%
Shares2.0K
Event2026-03-31
Filed2026-04-27
ARES
ARES MANAGEMENT CORPORATION
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-27
TSEM
TOWER SEMICONDUCTOR LTD
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
AXP
AMERICAN EXPRESS CO
445.37%
Shares589
Event2026-03-31
Filed2026-04-27
AVUS
AMERICAN CENTY ETF TR
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
ERTH
INVESCO EXCHANGE TRADED FD T
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-27
PFFD
GLOBAL X FDS
0.00%
Shares9.2K
Event2026-03-31
Filed2026-04-27
DELL
DELL TECHNOLOGIES INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
XLV
SELECT SECTOR SPDR TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
GOVT
ISHARES TR
-0.40%
Shares7.0K
Event2026-03-31
Filed2026-04-27
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares184
Event2026-03-31
Filed2026-04-27
WMT
WALMART INC
26.07%
Shares1.2K
Event2026-03-31
Filed2026-04-27
FTCS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-27
AMD
ADVANCED MICRO DEVICES INC
-6.31%
Shares743
Event2026-03-31
Filed2026-04-27
DE
DEERE & CO
-9.03%
Shares262
Event2026-03-31
Filed2026-04-27
NXPI
NXP SEMICONDUCTORS N V
0.00%
Shares690
Event2026-03-31
Filed2026-04-27
LHX
L3HARRIS TECHNOLOGIES INC
-3.52%
Shares384
Event2026-03-31
Filed2026-04-27
MA
MASTERCARD INCORPORATED
15.81%
Shares249
Event2026-03-31
Filed2026-04-27
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
0.00%
Shares317
Event2026-03-31
Filed2026-04-27
VTEC
VANGUARD CALIF TAX FREE FDS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
AVIG
AMERICAN CENTY ETF TR
New
Shares2.8K
Event2026-03-31
Filed2026-04-27
RGTI
RIGETTI COMPUTING INC
727.70%
Shares8.3K
Event2026-03-31
Filed2026-04-27
ALL
ALLSTATE CORP
0.00%
Shares552
Event2026-03-31
Filed2026-04-27
EFA
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
FAN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-27
FI
FISERV INC
-97.83%
Shares2.0K
Event2026-03-31
Filed2026-04-27
TTEK
TETRA TECH INC NEW
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-27
IVV
ISHARES TR
40.68%
Shares166
Event2026-03-31
Filed2026-04-27
TMC
TMC THE METALS COMPANY INC
New
Shares23.2K
Event2026-03-31
Filed2026-04-27
IGIB
ISHARES TR
-28.40%
Shares2.0K
Event2026-03-31
Filed2026-04-27
JPME
J P MORGAN EXCHANGE TRADED F
0.00%
Shares936
Event2026-03-31
Filed2026-04-27
UNILEVER PLC
UNILEVER PLC
902.67%
Shares1.9K
Event2026-03-31
Filed2026-04-27
RIO
RIO TINTO PLC
-7.91%
Shares1.1K
Event2026-03-31
Filed2026-04-27
NBIS
NEBIUS GROUP N.V.
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
IJJ
ISHARES TR
0.00%
Shares775
Event2026-03-31
Filed2026-04-27
YUM
YUM BRANDS INC
15.90%
Shares656
Event2026-03-31
Filed2026-04-27
DAL
DELTA AIR LINES INC
191.20%
Shares1.5K
Event2026-03-31
Filed2026-04-27
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
QSPT
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-27
TRV
TRAVELERS COMPANIES INC
4.85%
Shares324
Event2026-03-31
Filed2026-04-27
VB
VANGUARD INDEX FDS
0.00%
Shares360
Event2026-03-31
Filed2026-04-27
CRDO
CREDO TECHNOLOGY GROUP HOLDI
-4.76%
Shares1.0K
Event2026-03-31
Filed2026-04-27
WMB
WILLIAMS COS INC
8.61%
Shares1.3K
Event2026-03-31
Filed2026-04-27
XLRE
SELECT SECTOR SPDR TR
-30.55%
Shares2.3K
Event2026-03-31
Filed2026-04-27
SYY
SYSCO CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
PFF
ISHARES TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-27
ADM
ARCHER DANIELS MIDLAND CO
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
NFLX
NETFLIX INC.
36.92%
Shares890
Event2026-03-31
Filed2026-04-27
CEG
CONSTELLATION ENERGY CORP
-77.60%
Shares306
Event2026-03-31
Filed2026-04-27
VRSK
VERISK ANALYTICS INC
0.00%
Shares450
Event2026-03-31
Filed2026-04-27
AAOI
APPLIED OPTOELECTRONICS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
XLU
SELECT SECTOR SPDR TR
171.30%
Shares1.8K
Event2026-03-31
Filed2026-04-27
JPSE
J P MORGAN EXCHANGE TRADED F
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-27
DFAT
DIMENSIONAL ETF TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
FSEP
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-27
GILD
GILEAD SCIENCES INC
0.00%
Shares577
Event2026-03-31
Filed2026-04-27
CMCSA
COMCAST CORP NEW
272.73%
Shares2.8K
Event2026-03-31
Filed2026-04-27
ASML
ASML HLDG NV
30.43%
Shares60
Event2026-03-31
Filed2026-04-27
VYM
VANGUARD WHITEHALL FDS
New
Shares530
Event2026-03-31
Filed2026-04-27
SPGI
S&P GLOBAL INC
12.50%
Shares180
Event2026-03-31
Filed2026-04-27
CCL
CARNIVAL CORP
1373.50%
Shares2.9K
Event2026-03-31
Filed2026-04-27
IWF
ISHARES TR
329.27%
Shares176
Event2026-03-31
Filed2026-04-27
VDC
VANGUARD WORLD FD
0.00%
Shares332
Event2026-03-31
Filed2026-04-27
CAT
CATERPILLAR INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-27
WM
WASTE MGMT INC DEL
49.02%
Shares304
Event2026-03-31
Filed2026-04-27
EQIX
EQUINIX INC
-59.43%
Shares71
Event2026-03-31
Filed2026-04-27
GNRC
GENERAC HLDGS INC
-22.22%
Shares350
Event2026-03-31
Filed2026-04-27
SHEL
SHELL PLC
3.85%
Shares729
Event2026-03-31
Filed2026-04-27
AVUV
AMERICAN CENTY ETF TR
New
Shares600
Event2026-03-31
Filed2026-04-27
MMM
3M CO
0.00%
Shares450
Event2026-03-31
Filed2026-04-27
POET
POET TECHNOLOGIES INC
10.00%
Shares11.0K
Event2026-03-31
Filed2026-04-27
VTEB
VANGUARD MUN BD FDS
-65.62%
Shares1.3K
Event2026-03-31
Filed2026-04-27
PEG
PUBLIC SVC ENTERPRISE GROUP
0.00%
Shares762
Event2026-03-31
Filed2026-04-27
BN
BROOKFIELD CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
GENERATE BIOMEDICINES INC
GENERATE BIOMEDICINES INC
New
Shares4.9K
Event2026-03-31
Filed2026-04-27
IWP
ISHARES TR
0.00%
Shares471
Event2026-03-31
Filed2026-04-27
ET
ENERGY TRANSFER L P
1.76%
Shares3.1K
Event2026-03-31
Filed2026-04-27
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
PLD
PROLOGIS INC.
-5.87%
Shares449
Event2026-03-31
Filed2026-04-27
BK
BANK NEW YORK MELLON CORP
New
Shares500
Event2026-03-31
Filed2026-04-27
EMXC
ISHARES INC
0.00%
Shares735
Event2026-03-31
Filed2026-04-27
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares131
Event2026-03-31
Filed2026-04-27
VNQ
VANGUARD INDEX FDS
0.00%
Shares627
Event2026-03-31
Filed2026-04-27
VIRT
VIRTU FINL INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
CB
CHUBB LTD SWITZ
-8.38%
Shares164
Event2026-03-31
Filed2026-04-27
SKYY
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares488
Event2026-03-31
Filed2026-04-27
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares85
Event2026-03-31
Filed2026-04-27
JEF
JEFFERIES FINANCIAL GROUP IN
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
CRWD
CROWDSTRIKE HLDGS INC
37.50%
Shares132
Event2026-03-31
Filed2026-04-27
CLRO
CLEARONE INC
0.00%
Shares14.5K
Event2026-03-31
Filed2026-04-27
VXF
VANGUARD INDEX FDS
0.00%
Shares250
Event2026-03-31
Filed2026-04-27
IRM
IRON MTN INC DEL
New
Shares500
Event2026-03-31
Filed2026-04-27
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
0.00%
Shares640
Event2026-03-31
Filed2026-04-27
T
AT&T INC
101.86%
Shares1.7K
Event2026-03-31
Filed2026-04-27
BSX
BOSTON SCIENTIFIC CORP
20.69%
Shares799
Event2026-03-31
Filed2026-04-27
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares760
Event2026-03-31
Filed2026-04-27
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares800
Event2026-03-31
Filed2026-04-27
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares71
Event2026-03-31
Filed2026-04-27
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares206
Event2026-03-31
Filed2026-04-27
HUT 8 CORP
HUT 8 CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
BA
BOEING CO
0.00%
Shares231
Event2026-03-31
Filed2026-04-27
EXC
EXELON CORP
2.56%
Shares923
Event2026-03-31
Filed2026-04-27
COP
CONOCOPHILLIPS
22.14%
Shares342
Event2026-03-31
Filed2026-04-27
SPIB
SPDR SERIES TRUST
272.33%
Shares1.3K
Event2026-03-31
Filed2026-04-27
NVS
NOVARTIS AG
0.00%
Shares281
Event2026-03-31
Filed2026-04-27
AVDV
AMERICAN CENTY ETF TR
New
Shares429
Event2026-03-31
Filed2026-04-27
SGOV
ISHARES TR
-58.75%
Shares415
Event2026-03-31
Filed2026-04-27
MCO
MOODYS CORP
0.00%
Shares95
Event2026-03-31
Filed2026-04-27
COF
CAPITAL ONE FINL CORP
28.00%
Shares224
Event2026-03-31
Filed2026-04-27
GIS
GENERAL MILLS INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
AMP
AMERIPRISE FINL INC
0.00%
Shares87
Event2026-03-31
Filed2026-04-27
LINDE PLC
LINDE PLC
-18.09%
Shares77
Event2026-03-31
Filed2026-04-27
PGC
PEAPACK-GLADSTONE FINL CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares191
Event2026-03-31
Filed2026-04-27
KHC
KRAFT HEINZ CO
3.73%
Shares1.7K
Event2026-03-31
Filed2026-04-27
TMUS
T-MOBILE US INC
0.00%
Shares177
Event2026-03-31
Filed2026-04-27
AIVL
WISDOMTREE TR
-1.54%
Shares320
Event2026-03-31
Filed2026-04-27
WELL
WELLTOWER INC
25.68%
Shares186
Event2026-03-31
Filed2026-04-27
STZ
CONSTELLATION BRANDS INC
0.00%
Shares245
Event2026-03-31
Filed2026-04-27
AVRE
AMERICAN CENTY ETF TR
New
Shares830
Event2026-03-31
Filed2026-04-27
VRT
VERTIV HOLDINGS CO
-87.76%
Shares144
Event2026-03-31
Filed2026-04-27
BLSH
BULLISH
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares181
Event2026-03-31
Filed2026-04-27
CRCL
CIRCLE INTERNET GROUP INC
18500.00%
Shares372
Event2026-03-31
Filed2026-04-27
PPG
PPG INDS INC
4.40%
Shares332
Event2026-03-31
Filed2026-04-27
GL
GLOBE LIFE INC
0.00%
Shares251
Event2026-03-31
Filed2026-04-27
UDR
UDR INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
CTVA
CORTEVA INC
0.00%
Shares402
Event2026-03-31
Filed2026-04-27
RFI
COHEN & STEERS TOTAL RETURN
2.11%
Shares3.0K
Event2026-03-31
Filed2026-04-27
STT
STATE STR CORP
0.00%
Shares256
Event2026-03-31
Filed2026-04-27
CSX
CSX CORP
2.93%
Shares772
Event2026-03-31
Filed2026-04-27
SCHB
SCHWAB STRATEGIC TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
XLE
SELECT SECTOR SPDR TR
New
Shares514
Event2026-03-31
Filed2026-04-27
ICE
INTERCONTINENTAL EXCHANGE IN
7.53%
Shares200
Event2026-03-31
Filed2026-04-27
MMC
MARSH & MCLENNAN COS INC
0.00%
Shares180
Event2026-03-31
Filed2026-04-27
VLTO
VERALTO CORP
0.00%
Shares352
Event2026-03-31
Filed2026-04-27
NOW
SERVICENOW INC
74.71%
Shares297
Event2026-03-31
Filed2026-04-27
ZTS
ZOETIS INC
-9.15%
Shares258
Event2026-03-31
Filed2026-04-27
WDC
WESTERN DIGITAL CORP
New
Shares112
Event2026-03-31
Filed2026-04-27
RWK
INVESCO EXCH TRADED FD TR II
New
Shares235
Event2026-03-31
Filed2026-04-27
SCHW
SCHWAB CHARLES CORP
3.23%
Shares320
Event2026-03-31
Filed2026-04-27
F
FORD MTR CO
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-27
ISRG
INTUITIVE SURGICAL INC
44.44%
Shares65
Event2026-03-31
Filed2026-04-27
UPS
UNITED PARCEL SVCS INC
66.67%
Shares300
Event2026-03-31
Filed2026-04-27
INTU
INTUIT
0.00%
Shares67
Event2026-03-31
Filed2026-04-27
WFC-PL
WELLS FARGO & CO
0.00%
Shares25
Event2026-03-31
Filed2026-04-27
FTV
FORTIVE CORP
2.77%
Shares519
Event2026-03-31
Filed2026-04-27
CMI
CUMMINS INC
0.00%
Shares53
Event2026-03-31
Filed2026-04-27
MET
METLIFE INC
0.00%
Shares400
Event2026-03-31
Filed2026-04-27
KEY
KEYCORP
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
ADI
ANALOG DEVICES INC
-29.27%
Shares87
Event2026-03-31
Filed2026-04-27
VTV
VANGUARD INDEX FDS
18.80%
Shares139
Event2026-03-31
Filed2026-04-27
DIA
STATE STR SPDR DOW JONES IND
-14.71%
Shares58
Event2026-03-31
Filed2026-04-27
HPE
HEWLETT PACKARD ENTERPRISE C
5.53%
Shares1.1K
Event2026-03-31
Filed2026-04-27
VNQI
VANGUARD INTL EQUITY INDEX F
0.00%
Shares598
Event2026-03-31
Filed2026-04-27
YUMC
YUM CHINA HLDGS INC
20.13%
Shares537
Event2026-03-31
Filed2026-04-27
CME
CME GROUP INC
0.00%
Shares85
Event2026-03-31
Filed2026-04-27
SMR
NUSCALE PWR CORP
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-27
CORPAY INC
CORPAY INC
0.00%
Shares85
Event2026-03-31
Filed2026-04-27
APLD
APPLIED DIGITAL CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
TAN
INVESCO EXCH TRADED FD TR II
-70.18%
Shares425
Event2026-03-31
Filed2026-04-27
IWS
ISHARES TR
0.00%
Shares162
Event2026-03-31
Filed2026-04-27
IJT
ISHARES TR
-0.61%
Shares162
Event2026-03-31
Filed2026-04-27
MAGS
LISTED FDS TR
New
Shares400
Event2026-03-31
Filed2026-04-27
ZION
ZIONS BANCORPORATION NATL AS
0.00%
Shares395
Event2026-03-31
Filed2026-04-27
CDL
VICTORY PORTFOLIOS II
0.00%
Shares300
Event2026-03-31
Filed2026-04-27
ORLY
OREILLY AUTOMOTIVE INC
82.58%
Shares241
Event2026-03-31
Filed2026-04-27
MKC
MCCORMICK & CO INC
0.00%
Shares437
Event2026-03-31
Filed2026-04-27
COIN
COINBASE GLOBAL INC
0.00%
Shares126
Event2026-03-31
Filed2026-04-27
LVHD
LEGG MASON ETF INVT
-11.44%
Shares511
Event2026-03-31
Filed2026-04-27
HP INC
HP INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares57
Event2026-03-31
Filed2026-04-27
VLO
VALERO ENERGY CORP
0.00%
Shares82
Event2026-03-31
Filed2026-04-27
VBR
VANGUARD INDEX FDS
0.00%
Shares91
Event2026-03-31
Filed2026-04-27
LAM RESEARCH CORP
LAM RESEARCH CORP
0.00%
Shares92
Event2026-03-31
Filed2026-04-27
SAN
BANCO SANTANDER SA
3.83%
Shares1.7K
Event2026-03-31
Filed2026-04-27
PBW
INVESCO EXCHANGE TRADED FD T
-57.27%
Shares597
Event2026-03-31
Filed2026-04-27
USB
US BANCORP
0.00%
Shares361
Event2026-03-31
Filed2026-04-27
TM
TOYOTA MOTOR CORP
0.00%
Shares89
Event2026-03-31
Filed2026-04-27
PSX
PHILLIPS 66
-11.71%
Shares98
Event2026-03-31
Filed2026-04-27
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
0.00%
Shares386
Event2026-03-31
Filed2026-04-27
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares84
Event2026-03-31
Filed2026-04-27
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
0.00%
Shares248
Event2026-03-31
Filed2026-04-27
AZO
AUTOZONE INC
0.00%
Shares5
Event2026-03-31
Filed2026-04-27
BKNG
BOOKING HOLDINGS INC
0.00%
Shares4
Event2026-03-31
Filed2026-04-27
DFIC
DIMENSIONAL ETF TRUST
0.00%
Shares470
Event2026-03-31
Filed2026-04-27
GRWG
GROWGENERATION CORP
New
Shares15.0K
Event2026-03-31
Filed2026-04-27
ELV
ELEVANCE HEALTH INC FORMERLY
7.69%
Shares56
Event2026-03-31
Filed2026-04-27
DOW
DOW HLDGS INC
0.00%
Shares386
Event2026-03-31
Filed2026-04-27
CTRA
COTERRA ENERGY INC
0.00%
Shares449
Event2026-03-31
Filed2026-04-27
JCI
JOHNSON CONTROLS INTERNATION
0.00%
Shares118
Event2026-03-31
Filed2026-04-27
ARISTA NETWORKS INC
ARISTA NETWORKS INC
24.00%
Shares124
Event2026-03-31
Filed2026-04-27
FIX
COMFORT SYS USA INC
10.00%
Shares11
Event2026-03-31
Filed2026-04-27
SAP
SAP SE
-30.71%
Shares88
Event2026-03-31
Filed2026-04-27
AB
ALLIANCEBERNSTEIN HLDG L P
New
Shares400
Event2026-03-31
Filed2026-04-27
IDXX
IDEXX LABS INC
23.81%
Shares26
Event2026-03-31
Filed2026-04-27
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares35
Event2026-03-31
Filed2026-04-27
FITB
FIFTH THIRD BANCORP
0.00%
Shares309
Event2026-03-31
Filed2026-04-27
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
0.00%
Shares152
Event2026-03-31
Filed2026-04-27
IX
ORIX CORP
0.00%
Shares475
Event2026-03-31
Filed2026-04-27
ZWS
ZURN ELKAY WATER SOLNS CORP
0.00%
Shares315
Event2026-03-31
Filed2026-04-27
NVO
NOVO-NORDISK A S
8.50%
Shares383
Event2026-03-31
Filed2026-04-27
LW
LAMB WESTON HLDGS INC
New
Shares333
Event2026-03-31
Filed2026-04-27
CG
CARLYLE GROUP INC
5.86%
Shares289
Event2026-03-31
Filed2026-04-27
EBAY
EBAY INC.
0.00%
Shares152
Event2026-03-31
Filed2026-04-27
AVDE
AMERICAN CENTY ETF TR
New
Shares163
Event2026-03-31
Filed2026-04-27
RRC
RANGE RES CORP
0.00%
Shares300
Event2026-03-31
Filed2026-04-27
APD
AIR PRODUCTS AND CHEMICALS I
6.98%
Shares46
Event2026-03-31
Filed2026-04-27
ENB
ENBRIDGE INC
575.00%
Shares243
Event2026-03-31
Filed2026-04-27
KTOS
KRATOS DEFENSE & SEC SOLUTIO
0.00%
Shares186
Event2026-03-31
Filed2026-04-27
ALMU
AELUMA INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
IHG
INTERCONTINENTAL HOTELS GROU
0.00%
Shares98
Event2026-03-31
Filed2026-04-27
ETH
GRAYSCALE ETHEREUM STAKING
88.00%
Shares658
Event2026-03-31
Filed2026-04-27
CCEP
COCA-COLA EUROPACIFIC PARTNE
0.00%
Shares144
Event2026-03-31
Filed2026-04-27
MCK
MCKESSON CORP
0.00%
Shares15
Event2026-03-31
Filed2026-04-27
IHI
ISHARES TR
0.00%
Shares240
Event2026-03-31
Filed2026-04-27
SMFG
SUMITOMO MITSUI FIN GRP INC
0.00%
Shares644
Event2026-03-31
Filed2026-04-27
BOTZ
GLOBAL X FDS
0.00%
Shares376
Event2026-03-31
Filed2026-04-27
PUTNAM ETF TRUST
PUTNAM ETF TRUST
New
Shares1.4K
Event2026-03-31
Filed2026-04-27
CAI
CARIS LIFE SCIENCES INC
New
Shares678
Event2026-03-31
Filed2026-04-27
SPOT
SPOTIFY TECHNOLOGY S A
25.00%
Shares25
Event2026-03-31
Filed2026-04-27
VBK
VANGUARD INDEX FDS
0.00%
Shares40
Event2026-03-31
Filed2026-04-27
CENCORA INC
CENCORA INC
0.00%
Shares38
Event2026-03-31
Filed2026-04-27
CNI
CANADIAN NATL RY CO
6.42%
Shares116
Event2026-03-31
Filed2026-04-27
XYZ
BLOCK INC
0.00%
Shares196
Event2026-03-31
Filed2026-04-27
MBB
ISHARES TR
New
Shares123
Event2026-03-31
Filed2026-04-27
CZNC
CITIZENS & NORTHN CORP
New
Shares515
Event2026-03-31
Filed2026-04-27
MAR
MARRIOTT INTL INC NEW
0.00%
Shares35
Event2026-03-31
Filed2026-04-27
LYV
LIVE NATION ENTERTAINMENT IN
0.00%
Shares74
Event2026-03-31
Filed2026-04-27
WCN
WASTE CONNECTIONS INC
176.00%
Shares69
Event2026-03-31
Filed2026-04-27
CFR
CULLEN FROST BANKERS INC
23.44%
Shares79
Event2026-03-31
Filed2026-04-27
IBIT
ISHARES BITCOIN TRUST ETF
-23.12%
Shares276
Event2026-03-31
Filed2026-04-27
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares145
Event2026-03-31
Filed2026-04-27
EUSA
ISHARES INC
New
Shares100
Event2026-03-31
Filed2026-04-27
BROS
DUTCH BROS INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-27
SONY
SONY GROUP CORP
8.44%
Shares488
Event2026-03-31
Filed2026-04-27
VCIT
VANGUARD SCOTTSDALE FDS
110.34%
Shares122
Event2026-03-31
Filed2026-04-27
BUFD
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares358
Event2026-03-31
Filed2026-04-27
ES
EVERSOURCE ENERGY
0.00%
Shares144
Event2026-03-31
Filed2026-04-27
OMC
OMNICOM GROUP INC
5.65%
Shares131
Event2026-03-31
Filed2026-04-27
SOLV
SOLVENTUM CORP
0.00%
Shares150
Event2026-03-31
Filed2026-04-27
AON PLC
AON PLC
0.00%
Shares30
Event2026-03-31
Filed2026-04-27
EWJ
ISHARES INC
New
Shares114
Event2026-03-31
Filed2026-04-27
RYAAY
RYANAIR HOLDINGS PLC
135.71%
Shares165
Event2026-03-31
Filed2026-04-27
DVN
DEVON ENERGY CORP NEW
9.94%
Shares188
Event2026-03-31
Filed2026-04-27
BBVA
BANCO BILBAO VIZCAYA ARGENTA
9.04%
Shares422
Event2026-03-31
Filed2026-04-27
PFG
PRINCIPAL FINANCIAL GROUP IN
0.00%
Shares100
Event2026-03-31
Filed2026-04-27
SE
SEA LTD
0.00%
Shares108
Event2026-03-31
Filed2026-04-27
DTE
DTE ENERGY CO
3.39%
Shares61
Event2026-03-31
Filed2026-04-27
BBAX
J P MORGAN EXCHANGE TRADED F
0.00%
Shares144
Event2026-03-31
Filed2026-04-27
OC
OWENS CORNING NEW
New
Shares79
Event2026-03-31
Filed2026-04-27
PANW
PALO ALTO NETWORKS INC
New
Shares52
Event2026-03-31
Filed2026-04-27
UNFI
UNITED NAT FOODS INC
0.00%
Shares185
Event2026-03-31
Filed2026-04-27
MLM
MARTIN MARIETTA MATLS INC
0.00%
Shares14
Event2026-03-31
Filed2026-04-27
BCS
BARCLAYS PLC
0.00%
Shares385
Event2026-03-31
Filed2026-04-27
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares90
Event2026-03-31
Filed2026-04-27
ACGL
ARCH CAP GROUP LTD
0.00%
Shares83
Event2026-03-31
Filed2026-04-27
ENPH
ENPHASE ENERGY INC
-14.29%
Shares210
Event2026-03-31
Filed2026-04-27
QQQM
INVESCO EXCH TRADED FD TR II
-19.51%
Shares33
Event2026-03-31
Filed2026-04-27
SMH
VANECK ETF TRUST
0.00%
Shares20
Event2026-03-31
Filed2026-04-27
MAS
MASCO CORP
0.00%
Shares127
Event2026-03-31
Filed2026-04-27
UNH
UNITEDHEALTH GROUP INC
-62.67%
Shares28
Event2026-03-31
Filed2026-04-27
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
100.00%
Shares4
Event2026-03-31
Filed2026-04-27
TRGP
TARGA RES CORP
36.36%
Shares30
Event2026-03-31
Filed2026-04-27
EATON CORP PLC
EATON CORP PLC
90.91%
Shares21
Event2026-03-31
Filed2026-04-27
PUMP
PROPETRO HLDG CORP
0.00%
Shares513
Event2026-03-31
Filed2026-04-27
PSTG
EVERPURE INC
0.00%
Shares125
Event2026-03-31
Filed2026-04-27
UBS
UBS GROUP AG
0.00%
Shares188
Event2026-03-31
Filed2026-04-27
LECO
LINCOLN ELEC HLDGS INC
26.09%
Shares29
Event2026-03-31
Filed2026-04-27
THE CIGNA GROUP
THE CIGNA GROUP
0.00%
Shares27
Event2026-03-31
Filed2026-04-27
NDSN
NORDSON CORP
22.73%
Shares27
Event2026-03-31
Filed2026-04-27
JBL
JABIL INC
New
Shares27
Event2026-03-31
Filed2026-04-27
VNT
VONTIER CORPORATION
0.00%
Shares201
Event2026-03-31
Filed2026-04-27
IYW
ISHARES TR
0.00%
Shares39
Event2026-03-31
Filed2026-04-27
ARKW
ARK ETF TR
0.00%
Shares58
Event2026-03-31
Filed2026-04-27
RAL
RALLIANT CORP
0.00%
Shares168
Event2026-03-31
Filed2026-04-27
DTM
DT MIDSTREAM INC
13.33%
Shares51
Event2026-03-31
Filed2026-04-27
VGLT
VANGUARD SCOTTSDALE FDS
New
Shares119
Event2026-03-31
Filed2026-04-27
VSH
VISHAY INTERTECHNOLOGY INC
0.00%
Shares365
Event2026-03-31
Filed2026-04-27
NTAP
NETAPP INC
0.00%
Shares62
Event2026-03-31
Filed2026-04-27
EL
LAUDER ESTEE COS INC
0.00%
Shares88
Event2026-03-31
Filed2026-04-27
MAGNUM ICE CREAM CO NV
MAGNUM ICE CREAM CO NV
904.76%
Shares422
Event2026-03-31
Filed2026-04-27
CNS
COHEN & STEERS INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-27
ARKQ
ARK ETF TR
0.00%
Shares55
Event2026-03-31
Filed2026-04-27
AMT
AMERICAN TOWER CORP
-26.09%
Shares34
Event2026-03-31
Filed2026-04-27
VTRS
VIATRIS INC
New
Shares414
Event2026-03-31
Filed2026-04-27
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-48.39%
Shares16
Event2026-03-31
Filed2026-04-27
NOK
NOKIA CORP
0.00%
Shares680
Event2026-03-31
Filed2026-04-27
RPM
RPM INTL INC
25.00%
Shares55
Event2026-03-31
Filed2026-04-27
STERIS PLC
STERIS PLC
60.00%
Shares24
Event2026-03-31
Filed2026-04-27
VCLT
VANGUARD SCOTTSDALE FDS
New
Shares71
Event2026-03-31
Filed2026-04-27
SCHA
SCHWAB STRATEGIC TR
0.00%
Shares182
Event2026-03-31
Filed2026-04-27
LUV
SOUTHWEST AIRLS CO
0.00%
Shares140
Event2026-03-31
Filed2026-04-27
DB
DEUTSCHE BK AG
20.69%
Shares175
Event2026-03-31
Filed2026-04-27
TOTALENERGIES SE
TOTALENERGIES SE
29.55%
Shares57
Event2026-03-31
Filed2026-04-27
SNA
SNAP ON INC
40.00%
Shares14
Event2026-03-31
Filed2026-04-27
DDOG
DATADOG INC
0.00%
Shares43
Event2026-03-31
Filed2026-04-27
RACE
FERRARI N V
7.14%
Shares15
Event2026-03-31
Filed2026-04-27
CAH
CARDINAL HEALTH INC
New
Shares24
Event2026-03-31
Filed2026-04-27
BKR
BAKER HUGHES COMPANY
0.00%
Shares83
Event2026-03-31
Filed2026-04-27
GOLF
ACUSHNET HLDGS CORP
50.00%
Shares54
Event2026-03-31
Filed2026-04-27
SUNBELT RENTALS HOLDINGS INC
SUNBELT RENTALS HOLDINGS INC
New
Shares76
Event2026-03-31
Filed2026-04-27
VEEV
VEEVA SYS INC
0.00%
Shares28
Event2026-03-31
Filed2026-04-27
PKG
PACKAGING CORP AMER
76.92%
Shares23
Event2026-03-31
Filed2026-04-27
MSCI
MSCI INC
0.00%
Shares9
Event2026-03-31
Filed2026-04-27
LCTX
LINEAGE CELL THERAPEUTICS IN
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-27
CHTR
CHARTER COMMUNICATIONS INC
0.00%
Shares22
Event2026-03-31
Filed2026-04-27
ALC
ALCON AG
0.00%
Shares63
Event2026-03-31
Filed2026-04-27
AIG
AMERICAN INTL GROUP INC
72.22%
Shares62
Event2026-03-31
Filed2026-04-27
BBEU
J P MORGAN EXCHANGE TRADED F
0.00%
Shares64
Event2026-03-31
Filed2026-04-27
AAAU
GOLDMAN SACHS PHYSICAL GOLD
New
Shares100
Event2026-03-31
Filed2026-04-27
MSTR
STRATEGY INC
New
Shares37
Event2026-03-31
Filed2026-04-27
APG
API GROUP CORP
0.00%
Shares113
Event2026-03-31
Filed2026-04-27
IBN
ICICI BANK LIMITED
0.00%
Shares176
Event2026-03-31
Filed2026-04-27
WAT
WATERS CORP
0.00%
Shares15
Event2026-03-31
Filed2026-04-27
MTSI
MACOM TECH SOLUTIONS HLDGS I
0.00%
Shares20
Event2026-03-31
Filed2026-04-27
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-99.56%
Shares58
Event2026-03-31
Filed2026-04-27
STM
STMICROELECTRONICS N V
0.00%
Shares127
Event2026-03-31
Filed2026-04-27
GWW
WW GRAINGER INC
-55.56%
Shares4
Event2026-03-31
Filed2026-04-27
RBC
RBC BEARINGS INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-27
CVS
CVS HEALTH CORP
252.94%
Shares60
Event2026-03-31
Filed2026-04-27
ARKK
ARK ETF TR
0.00%
Shares63
Event2026-03-31
Filed2026-04-27
RJF
RAYMOND JAMES FINL INC
52.63%
Shares29
Event2026-03-31
Filed2026-04-27
HSY
HERSHEY CO
0.00%
Shares20
Event2026-03-31
Filed2026-04-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available