Sponsored

The Analysis of Alliance Wealth Advisors, LLC's Holdings & P&L

Currently, Alliance Wealth Advisors, LLC holds 152 types of securities in its portfolio with a total value $211.8M. In the most recent quarter, they have increased their positions in UITB (+37.3K shares, valued at $1.8M), VO (+4.5K shares, valued at $1.3M), N/A (+100.0K shares, valued at $902.0K); decreased their positions in GLD (-2.8K shares, valued at $1.2M), IJH (-13.6K shares, valued at $918.5K), N/A (-1.4K shares, valued at $410.1K); initiated new positions in N/A (+100.0K shares, valued at $902.0K), DOC (+19.6K shares, valued at $322.2K), BMY (+3.7K shares, valued at $225.9K).

1M P&L

+2.2M+1.17%

3M P&L

-28.9M-13.24%

HY P&L

-14.0M-6.91%

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/A109.8M

60.3%

2Banks - Regional5.6M

3.1%

3Software - Infrastructure5.2M

2.8%

Top Industries by Stock Count

1N/A36 stocks

27.3%

2Banks - Regional8 stocks

6.1%

3Drug Manufacturers - General5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES TR389.6K shares0.69%2026-03-312026-05-13

UITB VICTORY PORTFOLIOS II579.7K shares6.88%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR21.8K shares2.09%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR106.2K shares-0.33%2026-03-312026-05-13

VO VANGUARD INDEX FDS39.4K shares12.82%2026-03-312026-05-13

VTV VANGUARD INDEX FDS57.4K shares1.78%2026-03-312026-05-13

GLD SPDR GOLD TR10.9K shares-20.20%2026-03-312026-05-13

AAPL APPLE INC16.6K shares-1.02%2026-03-312026-05-13

Sponsored

SATS ECHOSTAR CORP35.1K shares0.00%2026-03-312026-05-13

MSFT MICROSOFT CORP9.9K shares5.59%2026-03-312026-05-13

ALPHABET INC ALPHABET INC12.0K shares-10.65%2026-03-312026-05-13

PFIS PEOPLES FINL SVCS CORP44.7K shares-0.20%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.8K shares6.19%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC2.0K shares1.08%2026-03-312026-05-13

XOM EXXON MOBIL CORP13.2K shares-3.34%2026-03-312026-05-13

IJH ISHARES TR32.2K shares-29.71%2026-03-312026-05-13

Sponsored

DIS DISNEY WALT CO19.9K shares7.65%2026-03-312026-05-13

VTI VANGUARD INDEX FDS5.6K shares-0.28%2026-03-312026-05-13

IXUS ISHARES TR20.0K shares5.19%2026-03-312026-05-13

AMZN AMAZON COM INC8.3K shares0.39%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC13.3K shares-2.46%2026-03-312026-05-13

META META PLATFORMS INC2.6K shares-0.92%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC8.1K shares1.97%2026-03-312026-05-13

NVDA NVIDIA CORPORATION7.6K shares-3.33%2026-03-312026-05-13

Sponsored

GLPI GAMING & LEISURE P28.2K shares0.00%2026-03-312026-05-13

CRM SALESFORCE INC6.7K shares36.25%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS25.0K shares0.00%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO4.2K shares1.90%2026-03-312026-05-13

CBU COMMUNITY FINANCIAL SYSTEM I20.8K shares0.00%2026-03-312026-05-13

BA BOEING CO6.1K shares2.55%2026-03-312026-05-13

NIO NIO INC200.0K shares0.00%2026-03-312026-05-13

XLRE SELECT SECTOR SPDR TR29.1K shares8.63%2026-03-312026-05-13

Sponsored

BK BANK NEW YORK MELLON CORP9.7K shares-17.78%2026-03-312026-05-13

PG PROCTER & GAMBLE CO7.9K shares0.80%2026-03-312026-05-13

OKE ONEOK INC NEW12.6K shares0.00%2026-03-312026-05-13

ABBV ABBVIE INC5.0K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC3.7K shares0.46%2026-03-312026-05-13

ENB ENBRIDGE INC19.5K shares-2.50%2026-03-312026-05-13

DIVO AMPLIFY ETF TR22.8K shares6.20%2026-03-312026-05-13

PPL PPL CORP26.7K shares16.79%2026-03-312026-05-13

Sponsored

VZ VERIZON COMMUNICATIONS INC19.6K shares14.92%2026-03-312026-05-13

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP100.0K sharesnew addition2026-03-312026-05-13

WFC WELLS FARGO & CO10.9K shares2.22%2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI25.6K shares0.00%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F14.8K shares6.87%2026-03-312026-05-13

PEP PEPSICO INC4.7K shares-0.11%2026-03-312026-05-13

BROADCOM INC BROADCOM INC2.3K shares-24.67%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC829 shares-13.10%2026-03-312026-05-13

Sponsored

MS MORGAN STANLEY4.1K shares0.00%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD9.7K shares12.57%2026-03-312026-05-13

WM WASTE MGMT INC DEL2.8K shares0.00%2026-03-312026-05-13

BAC BANK AMERICA CORP13.3K shares-7.22%2026-03-312026-05-13

PFE PFIZER INC23.0K shares1.47%2026-03-312026-05-13

FXH FIRST TR EXCHANGE-TRADED FD5.7K shares0.00%2026-03-312026-05-13

WMT WALMART INC5.0K shares0.08%2026-03-312026-05-13

SLB SLB LIMITED12.0K shares0.01%2026-03-312026-05-13

Sponsored

JNJ JOHNSON & JOHNSON2.5K shares-5.57%2026-03-312026-05-13

LLY ELI LILLY & CO660 shares-2.65%2026-03-312026-05-13

MA MASTERCARD INCORPORATED1.2K shares0.25%2026-03-312026-05-13

IWF ISHARES TR1.4K shares0.00%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F10.7K shares0.00%2026-03-312026-05-13

VAW VANGUARD WORLD FD2.5K shares0.00%2026-03-312026-05-13

CVX CHEVRON CORPORATION2.7K shares0.44%2026-03-312026-05-13

KO COCA COLA CO7.3K shares-2.62%2026-03-312026-05-13

Sponsored

EIX EDISON INTL7.5K shares-2.96%2026-03-312026-05-13

GLW CORNING INC4.0K shares-18.77%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS8.1K shares-0.73%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP859 shares0.00%2026-03-312026-05-13

TFC TRUIST FINL CORP11.2K shares-0.50%2026-03-312026-05-13

PJUL INNOVATOR ETFS TRUST11.2K shares0.00%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC2.5K shares-1.18%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP5.3K shares4.14%2026-03-312026-05-13

Sponsored

GSK PLC GSK PLC9.1K shares-3.22%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC3.3K shares-6.13%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY1.6K shares83.22%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS798 shares0.00%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC113 shares6.60%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.7K shares0.00%2026-03-312026-05-13

CMCSA COMCAST CORP NEW16.3K shares-8.75%2026-03-312026-05-13

SBUX STARBUCKS CORP5.2K shares-5.11%2026-03-312026-05-13

Sponsored

AMGN AMGEN INC1.3K shares-0.54%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.5K shares-0.52%2026-03-312026-05-13

BDX BECTON DICKINSON & CO2.9K shares6.33%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC5.1K shares0.27%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares-4.86%2026-03-312026-05-13

LAMR LAMAR ADVERTISING CO3.5K shares-1.05%2026-03-312026-05-13

BUFD FIRST TR EXCHNG TRADED FD VI15.5K shares0.00%2026-03-312026-05-13

T AT&T INC14.9K shares-0.22%2026-03-312026-05-13

Sponsored

FDBC FIDELITY D & D BANCORP INC9.9K shares30.37%2026-03-312026-05-13

NWFL NORWOOD FINANCIAL CORP14.4K shares0.00%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I1.5K shares-3.01%2026-03-312026-05-13

COP CONOCOPHILLIPS3.2K shares-2.45%2026-03-312026-05-13

AMAT APPLIED MATLS INC1.2K shares-21.31%2026-03-312026-05-13

F FORD MTR CO36.1K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP1.3K shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC474 shares-1.86%2026-03-312026-05-13

Sponsored

QCOM QUALCOMM INC3.2K shares-5.09%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP1.4K shares0.00%2026-03-312026-05-13

INDA ISHARES TR8.6K shares0.00%2026-03-312026-05-13

PAGP PLAINS GP HLDGS L P16.4K shares-1.75%2026-03-312026-05-13

MO ALTRIA GROUP INC6.0K shares0.00%2026-03-312026-05-13

SPIB SPDR SERIES TRUST11.6K shares0.00%2026-03-312026-05-13

V VISA INC1.3K shares20.47%2026-03-312026-05-13

OMC OMNICOM GROUP INC5.1K shares2.68%2026-03-312026-05-13

Sponsored

CITIGROUP INC CITIGROUP INC3.4K shares0.00%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC900 shares0.00%2026-03-312026-05-13

VB VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC1.7K shares-1.99%2026-03-312026-05-13

IUSV ISHARES TR3.5K shares0.03%2026-03-312026-05-13

CAT CATERPILLAR INC496 shares0.00%2026-03-312026-05-13

PRU PRUDENTIAL FINL INC3.5K shares0.00%2026-03-312026-05-13

ETR ENTERGY CORP NEW2.9K shares-0.31%2026-03-312026-05-13

Sponsored

PENN PENN ENTERTAINMENT INC21.8K shares0.00%2026-03-312026-05-13

DOC HEALTHPEAK PROPERTIES INC19.6K sharesnew addition2026-03-312026-05-13

LYG LLOYDS BANKING GROUP PLC64.0K shares6.53%2026-03-312026-05-13

INTC INTEL CORP7.3K shares0.00%2026-03-312026-05-13

FIS FIDELITY NATL INFORMATION SV6.8K shares27.64%2026-03-312026-05-13

AMT AMERICAN TOWER CORP1.8K shares0.71%2026-03-312026-05-13

JAVA J P MORGAN EXCHANGE TRADED F4.4K shares4.30%2026-03-312026-05-13

TSLA TESLA INC853 shares0.00%2026-03-312026-05-13

Sponsored

IQV IQVIA HLDGS INC1.8K shares-4.00%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION305 shares0.00%2026-03-312026-05-13

HII HUNTINGTON INGALLS INDS INC796 shares-3.75%2026-03-312026-05-13

LINDE PLC LINDE PLC600 shares0.00%2026-03-312026-05-13

CVS CVS HEALTH CORP4.0K shares0.00%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L7.4K shares0.01%2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD2.9K shares0.00%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.3K shares-0.04%2026-03-312026-05-13

Sponsored

HD HOME DEPOT INC806 shares0.00%2026-03-312026-05-13

MTB M & T BK CORP1.3K shares0.00%2026-03-312026-05-13

IWD ISHARES TR1.2K shares0.00%2026-03-312026-05-13

D DOMINION ENERGY INC4.2K shares1.21%2026-03-312026-05-13

SYY SYSCO CORP3.6K shares-1.47%2026-03-312026-05-13

INQQ EXCHANGE TRADED CONCEPTS TRU22.0K shares0.00%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC265 shares1.15%2026-03-312026-05-13

TAFI AB ACTIVE ETFS INC10.1K shares-1.94%2026-03-312026-05-13

Sponsored

CALM CAL MAINE FOODS INC3.2K shares0.00%2026-03-312026-05-13

CATH GLOBAL X FDS3.2K shares3.88%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP699 shares3.40%2026-03-312026-05-13

CSCO CISCO SYS INC3.1K shares0.10%2026-03-312026-05-13

GPC GENUINE PARTS CO2.2K shares-2.93%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC2.4K shares1.96%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO3.7K sharesnew addition2026-03-312026-05-13

IVOO VANGUARD ADMIRAL FDS INC2.0K shares0.00%2026-03-312026-05-13

Sponsored

CGBL CAPITAL GROUP CORE BALANCED6.3K shares8.70%2026-03-312026-05-13

ES EVERSOURCE ENERGY3.0K shares0.53%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF5.5K shares18.09%2026-03-312026-05-13

EXC EXELON CORP4.2K sharesnew addition2026-03-312026-05-13

FSK FS KKR CAP CORP18.0K shares0.00%2026-03-312026-05-13

SOUN SOUNDHOUND AI INC12.8K shares0.00%2026-03-312026-05-13

QUANTUM EMOTION CORP QUANTUM EMOTION CORP17.0K sharesnew addition2026-03-312026-05-13

PLUG PLUG PWR INC17.0K shares0.00%2026-03-312026-05-13

Sponsored

DGRO

ISHARES TR

0.69%

Shares389.6K

Event2026-03-31

Filed2026-05-13

UITB

VICTORY PORTFOLIOS II

6.88%

Shares579.7K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

2.09%

Shares21.8K

Event2026-03-31

Filed2026-05-13

AVUV

AMERICAN CENTY ETF TR

-0.33%

Shares106.2K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

12.82%

Shares39.4K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

1.78%

Shares57.4K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

-20.20%

Shares10.9K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-1.02%

Shares16.6K

Event2026-03-31

Filed2026-05-13

SATS

ECHOSTAR CORP

0.00%

Shares35.1K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

5.59%

Shares9.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-10.65%

Shares12.0K

Event2026-03-31

Filed2026-05-13

PFIS

PEOPLES FINL SVCS CORP

-0.20%

Shares44.7K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

6.19%

Shares4.8K

Event2026-03-31

Filed2026-05-13

TDG

TRANSDIGM GROUP INC

1.08%

Shares2.0K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-3.34%

Shares13.2K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-29.71%

Shares32.2K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

7.65%

Shares19.9K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-0.28%

Shares5.6K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES TR

5.19%

Shares20.0K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

0.39%

Shares8.3K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-2.46%

Shares13.3K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC

-0.92%

Shares2.6K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

1.97%

Shares8.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-3.33%

Shares7.6K

Event2026-03-31

Filed2026-05-13

GLPI

GAMING & LEISURE P

0.00%

Shares28.2K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

36.25%

Shares6.7K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

1.90%

Shares4.2K

Event2026-03-31

Filed2026-05-13

CBU

COMMUNITY FINANCIAL SYSTEM I

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-13

BOEING CO

2.55%

Shares6.1K

Event2026-03-31

Filed2026-05-13

NIO

NIO INC

0.00%

Shares200.0K

Event2026-03-31

Filed2026-05-13

XLRE

SELECT SECTOR SPDR TR

8.63%

Shares29.1K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

-17.78%

Shares9.7K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.80%

Shares7.9K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.46%

Shares3.7K

Event2026-03-31

Filed2026-05-13

ENB

ENBRIDGE INC

-2.50%

Shares19.5K

Event2026-03-31

Filed2026-05-13

DIVO

AMPLIFY ETF TR

6.20%

Shares22.8K

Event2026-03-31

Filed2026-05-13

PPL

PPL CORP

16.79%

Shares26.7K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

14.92%

Shares19.6K

Event2026-03-31

Filed2026-05-13

PARAMOUNT SKYDANCE CORP

New

Shares100.0K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

2.22%

Shares10.9K

Event2026-03-31

Filed2026-05-13

BUFR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares25.6K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

6.87%

Shares14.8K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

-0.11%

Shares4.7K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-24.67%

Shares2.3K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

-13.10%

Shares829

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

12.57%

Shares9.7K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-7.22%

Shares13.3K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

1.47%

Shares23.0K

Event2026-03-31

Filed2026-05-13

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

0.08%

Shares5.0K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED

0.01%

Shares12.0K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-5.57%

Shares2.5K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-2.65%

Shares660

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

0.25%

Shares1.2K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-13

VAW

VANGUARD WORLD FD

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

0.44%

Shares2.7K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

-2.62%

Shares7.3K

Event2026-03-31

Filed2026-05-13

EIX

EDISON INTL

-2.96%

Shares7.5K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

-18.77%

Shares4.0K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-0.73%

Shares8.1K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

0.00%

Shares859

Event2026-03-31

Filed2026-05-13

TFC

TRUIST FINL CORP

-0.50%

Shares11.2K

Event2026-03-31

Filed2026-05-13

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

-1.18%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP

4.14%

Shares5.3K

Event2026-03-31

Filed2026-05-13

GSK PLC

-3.22%

Shares9.1K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

-6.13%

Shares3.3K

Event2026-03-31

Filed2026-05-13

ELV

ELEVANCE HEALTH INC FORMERLY

83.22%

Shares1.6K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.00%

Shares798

Event2026-03-31

Filed2026-05-13

BKNG

BOOKING HOLDINGS INC

6.60%

Shares113

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13

CMCSA

COMCAST CORP NEW

-8.75%

Shares16.3K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

-5.11%

Shares5.2K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-0.54%

Shares1.3K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

-0.52%

Shares3.5K

Event2026-03-31

Filed2026-05-13

BDX

BECTON DICKINSON & CO

6.33%

Shares2.9K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

0.27%

Shares5.1K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.86%

Shares1.3K

Event2026-03-31

Filed2026-05-13

LAMR

LAMAR ADVERTISING CO

-1.05%

Shares3.5K

Event2026-03-31

Filed2026-05-13

BUFD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-13

AT&T INC

-0.22%

Shares14.9K

Event2026-03-31

Filed2026-05-13

FDBC

FIDELITY D & D BANCORP INC

30.37%

Shares9.9K

Event2026-03-31

Filed2026-05-13

NWFL

NORWOOD FINANCIAL CORP

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

-3.01%

Shares1.5K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

-2.45%

Shares3.2K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

-21.31%

Shares1.2K

Event2026-03-31

Filed2026-05-13

FORD MTR CO

0.00%

Shares36.1K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

-1.86%

Shares474

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

-5.09%

Shares3.2K

Event2026-03-31

Filed2026-05-13

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

INDA

ISHARES TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-13

PAGP

PLAINS GP HLDGS L P

-1.75%

Shares16.4K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-13

SPIB

SPDR SERIES TRUST

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-13

VISA INC

20.47%

Shares1.3K

Event2026-03-31

Filed2026-05-13

OMC

OMNICOM GROUP INC

2.68%

Shares5.1K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-13

TRANE TECHNOLOGIES PLC

0.00%

Shares900

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

PNC

PNC FINL SVCS GROUP INC

-1.99%

Shares1.7K

Event2026-03-31

Filed2026-05-13

IUSV

ISHARES TR

0.03%

Shares3.5K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

0.00%

Shares496

Event2026-03-31

Filed2026-05-13

PRU

PRUDENTIAL FINL INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-13

ETR

ENTERGY CORP NEW

-0.31%

Shares2.9K

Event2026-03-31

Filed2026-05-13

PENN

PENN ENTERTAINMENT INC

0.00%

Shares21.8K

Event2026-03-31

Filed2026-05-13

DOC

HEALTHPEAK PROPERTIES INC

New

Shares19.6K

Event2026-03-31

Filed2026-05-13

LYG

LLOYDS BANKING GROUP PLC

6.53%

Shares64.0K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-13

FIS

FIDELITY NATL INFORMATION SV

27.64%

Shares6.8K

Event2026-03-31

Filed2026-05-13

AMT

AMERICAN TOWER CORP

0.71%

Shares1.8K

Event2026-03-31

Filed2026-05-13

JAVA

J P MORGAN EXCHANGE TRADED F

4.30%

Shares4.4K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

0.00%

Shares853

Event2026-03-31

Filed2026-05-13

IQV

IQVIA HLDGS INC

-4.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares305

Event2026-03-31

Filed2026-05-13

HII

HUNTINGTON INGALLS INDS INC

-3.75%

Shares796

Event2026-03-31

Filed2026-05-13

LINDE PLC

0.00%

Shares600

Event2026-03-31

Filed2026-05-13

CVS

CVS HEALTH CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L

0.01%

Shares7.4K

Event2026-03-31

Filed2026-05-13

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

-0.04%

Shares2.3K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

0.00%

Shares806

Event2026-03-31

Filed2026-05-13

MTB

M & T BK CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

DOMINION ENERGY INC

1.21%

Shares4.2K

Event2026-03-31

Filed2026-05-13

SYY

SYSCO CORP

-1.47%

Shares3.6K

Event2026-03-31

Filed2026-05-13

INQQ

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

1.15%

Shares265

Event2026-03-31

Filed2026-05-13

TAFI

AB ACTIVE ETFS INC

-1.94%

Shares10.1K

Event2026-03-31

Filed2026-05-13

CALM

CAL MAINE FOODS INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-13

CATH

GLOBAL X FDS

3.88%

Shares3.2K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

3.40%

Shares699

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

0.10%

Shares3.1K

Event2026-03-31

Filed2026-05-13

GPC

GENUINE PARTS CO

-2.93%

Shares2.2K

Event2026-03-31

Filed2026-05-13

UPS

UNITED PARCEL SVCS INC

1.96%

Shares2.4K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

CGBL

CAPITAL GROUP CORE BALANCED

8.70%

Shares6.3K

Event2026-03-31

Filed2026-05-13

EVERSOURCE ENERGY

0.53%

Shares3.0K

Event2026-03-31

Filed2026-05-13

IBIT

ISHARES BITCOIN TRUST ETF

18.09%

Shares5.5K

Event2026-03-31

Filed2026-05-13

EXC

EXELON CORP

New

Shares4.2K

Event2026-03-31

Filed2026-05-13

FSK

FS KKR CAP CORP

0.00%

Shares18.0K

Event2026-03-31

Filed2026-05-13

SOUN

SOUNDHOUND AI INC

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-13

QUANTUM EMOTION CORP

New

Shares17.0K

Event2026-03-31

Filed2026-05-13

PLUG

PLUG PWR INC

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

PLTR Call CallPALANTIR TECHNOLOGIES INC140.0K shares0.00%2026-03-312026-05-13

INTC Call CallINTEL CORP200.0K shares0.00%2026-03-312026-05-13

MP Call CallMP MATERIALS CORP100.0K shares0.00%2026-03-312026-05-13

NIO Call CallNIO INC200.0K shares0.00%2026-03-312026-05-13

PYPL Call CallPAYPAL HLDGS INC78.0K shares0.00%2026-03-312026-05-13

PLUG Call CallPLUG PWR INC200.0K shares0.00%2026-03-312026-05-13

PLTR Call

PALANTIR TECHNOLOGIES INC

0.00%

Shares140.0K

Event2026-03-31

Filed2026-05-13

INTC Call

INTEL CORP

0.00%

Shares200.0K

Event2026-03-31

Filed2026-05-13

MP Call

MP MATERIALS CORP

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-13

NIO Call

NIO INC

0.00%

Shares200.0K

Event2026-03-31

Filed2026-05-13

PYPL Call

PAYPAL HLDGS INC

0.00%

Shares78.0K

Event2026-03-31

Filed2026-05-13

PLUG Call

PLUG PWR INC

0.00%

Shares200.0K

Event2026-03-31

Filed2026-05-13

Put Option Holdings

No put option holdings data available