Sponsored
The Analysis of Alliance Wealth Advisors, LLC /UT's Holdings & P&L
Currently, Alliance Wealth Advisors, LLC /UT holds 228 types of securities in its portfolio with a total value $462.3M. In the most recent quarter, they have increased their positions in VONG (+189.3K shares, valued at $20.8M), VYM (+98.0K shares, valued at $14.5M), VCIT (+137.0K shares, valued at $11.3M); decreased their positions in SPEM (-137.3K shares, valued at $6.4M), STIP (-24.6K shares, valued at $2.5M), AMZN (-11.0K shares, valued at $2.3M); initiated new positions in VNQ (+58.4K shares, valued at $5.2M), N/A (+14.8K shares, valued at $1.3M), PDBC (+61.2K shares, valued at $1.1M).
1M P&L
+10.4M+2.51%
3M P&L
+8.9M+2.13%
HY P&L
+20.5M+5.07%
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/A231.6M
54.7%
2Semiconductors17.5M
4.1%
3Software - Infrastructure15.5M
3.7%
Top Industries by Stock Count
1N/A60 stocks
25.8%
2Software - Application16 stocks
6.9%
3Drug Manufacturers - General8 stocks
3.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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VONG
71.35%VANGUARD SCOTTSDALE FDS
Shares454.6K
Event2026-03-31
Filed2026-05-12
VYM
64.96%VANGUARD WHITEHALL FDS
Shares248.8K
Event2026-03-31
Filed2026-05-12
VCIT
74.86%VANGUARD SCOTTSDALE FDS
Shares320.1K
Event2026-03-31
Filed2026-05-12
BIL
50.69%SPDR SERIES TRUST
Shares287.4K
Event2026-03-31
Filed2026-05-12
IVLU
56.60%ISHARES TR
Shares591.9K
Event2026-03-31
Filed2026-05-12
SPTS
84.01%SPDR SERIES TRUST
Shares763.6K
Event2026-03-31
Filed2026-05-12
IXUS
51.44%ISHARES TR
Shares224.2K
Event2026-03-31
Filed2026-05-12
VIOG
64.17%VANGUARD ADMIRAL FDS INC
Shares98.1K
Event2026-03-31
Filed2026-05-12
INVESCO EXCH TRADED FD TR II
69.49%INVESCO EXCH TRADED FD TR II
Shares115.7K
Event2026-03-31
Filed2026-05-12
NVDA
-15.03%NVIDIA CORPORATION
Shares45.5K
Event2026-03-31
Filed2026-05-12
XLK
65.25%SELECT SECTOR SPDR TR
Shares54.0K
Event2026-03-31
Filed2026-05-12
SPHY
77.68%SPDR SERIES TRUST
Shares266.3K
Event2026-03-31
Filed2026-05-12
JEPI
82.79%J P MORGAN EXCHANGE TRADED F
Shares97.9K
Event2026-03-31
Filed2026-05-12
GSG
61.71%ISHARES S&P GSCI COMMODITY-
Shares169.8K
Event2026-03-31
Filed2026-05-12
VNQ
NewVANGUARD INDEX FDS
Shares58.4K
Event2026-03-31
Filed2026-05-12
SHLD
54.12%GLOBAL X FDS
Shares71.6K
Event2026-03-31
Filed2026-05-12
MSFT
-24.10%MICROSOFT CORP
Shares12.9K
Event2026-03-31
Filed2026-05-12
AMZN
-34.20%AMAZON COM INC
Shares21.2K
Event2026-03-31
Filed2026-05-12
AAPL
0.94%APPLE INC
Shares16.0K
Event2026-03-31
Filed2026-05-12
VTI
0.47%VANGUARD INDEX FDS
Shares11.2K
Event2026-03-31
Filed2026-05-12
IEF
-18.41%ISHARES TR
Shares36.2K
Event2026-03-31
Filed2026-05-12
ICVT
67.16%ISHARES TR
Shares33.3K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
-30.62%ALPHABET INC
Shares11.6K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
-19.88%ALPHABET INC
Shares11.2K
Event2026-03-31
Filed2026-05-12
REMX
41.38%VANECK ETF TRUST
Shares33.8K
Event2026-03-31
Filed2026-05-12
IVV
-24.16%ISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-05-12
V
-29.70%VISA INC
Shares8.9K
Event2026-03-31
Filed2026-05-12
META
-15.44%META PLATFORMS INC
Shares4.6K
Event2026-03-31
Filed2026-05-12
TSLA
-24.31%TESLA INC
Shares7.0K
Event2026-03-31
Filed2026-05-12
UDN
75.90%INVESCO DB US DLR INDEX TR
Shares144.1K
Event2026-03-31
Filed2026-05-12
HGER
-41.49%HARBOR ETF TRUST
Shares79.8K
Event2026-03-31
Filed2026-05-12
XOM
-31.96%EXXON MOBIL CORP
Shares14.4K
Event2026-03-31
Filed2026-05-12
ABBV
-26.23%ABBVIE INC
Shares10.9K
Event2026-03-31
Filed2026-05-12
IBIT
94.79%ISHARES BITCOIN TRUST ETF
Shares61.1K
Event2026-03-31
Filed2026-05-12
SPYG
-22.98%SPDR SERIES TRUST
Shares23.0K
Event2026-03-31
Filed2026-05-12
VZ
-29.35%VERIZON COMMUNICATIONS INC
Shares41.3K
Event2026-03-31
Filed2026-05-12
ORCL
-45.88%ORACLE CORP
Shares13.3K
Event2026-03-31
Filed2026-05-12
SOFI
-0.06%SOFI TECHNOLOGIES INC
Shares122.2K
Event2026-03-31
Filed2026-05-12
MCD
-32.31%MCDONALDS CORP
Shares6.2K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
-33.55%WEC ENERGY GROUP INC
Shares16.2K
Event2026-03-31
Filed2026-05-12
GILD
-32.29%GILEAD SCIENCES INC
Shares13.3K
Event2026-03-31
Filed2026-05-12
NFLX
-24.22%NETFLIX INC.
Shares19.2K
Event2026-03-31
Filed2026-05-12
SPDW
-23.92%SPDR INDEX SHS FDS
Shares40.4K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
-32.04%MEDTRONIC PLC
Shares21.3K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
-26.36%BROADCOM INC
Shares5.9K
Event2026-03-31
Filed2026-05-12
HD
-28.38%HOME DEPOT INC
Shares5.5K
Event2026-03-31
Filed2026-05-12
VT
-22.87%VANGUARD INTL EQUITY INDEX F
Shares12.9K
Event2026-03-31
Filed2026-05-12
VXUS
-54.20%VANGUARD STAR FDS
Shares23.2K
Event2026-03-31
Filed2026-05-12
RSG
-34.03%REPUBLIC SVCS INC
Shares8.1K
Event2026-03-31
Filed2026-05-12
LLY
-33.00%ELI LILLY & CO
Shares1.9K
Event2026-03-31
Filed2026-05-12
CME
297.76%CME GROUP INC
Shares5.9K
Event2026-03-31
Filed2026-05-12
ETHA
112.42%ISHARES ETHEREUM TR
Shares109.5K
Event2026-03-31
Filed2026-05-12
REZ
61.65%ISHARES TR
Shares20.6K
Event2026-03-31
Filed2026-05-12
SNA
-34.11%SNAP ON INC
Shares4.7K
Event2026-03-31
Filed2026-05-12
TXN
-33.01%TEXAS INSTRS INC
Shares8.8K
Event2026-03-31
Filed2026-05-12
OKE
-33.88%ONEOK INC NEW
Shares17.9K
Event2026-03-31
Filed2026-05-12
SPYV
-23.46%SPDR SERIES TRUST
Shares26.0K
Event2026-03-31
Filed2026-05-12
WSO
-34.67%WATSCO INC
Shares4.0K
Event2026-03-31
Filed2026-05-12
MA
-32.19%MASTERCARD INCORPORATED
Shares2.8K
Event2026-03-31
Filed2026-05-12
PSLV
0.00%SPROTT ASSET MANAGEMENT LP
Shares58.0K
Event2026-03-31
Filed2026-05-12
APD
-32.82%AIR PRODUCTS AND CHEMICALS I
Shares4.9K
Event2026-03-31
Filed2026-05-12
QCOM
-33.61%QUALCOMM INC
Shares10.9K
Event2026-03-31
Filed2026-05-12
STRL
-24.87%STERLING INFRASTRUCTURE INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
ADP
-32.43%AUTOMATIC DATA PROCESSING IN
Shares6.8K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
-38.87%ACCENTURE PLC IRELAND
Shares6.8K
Event2026-03-31
Filed2026-05-12
SHOP
-40.60%SHOPIFY INC
Shares11.3K
Event2026-03-31
Filed2026-05-12
THOMSON REUTERS CORP
NewTHOMSON REUTERS CORP
Shares14.8K
Event2026-03-31
Filed2026-05-12
JNJ
-35.38%JOHNSON & JOHNSON
Shares5.3K
Event2026-03-31
Filed2026-05-12
IBM
-44.59%INTERNATIONAL BUSINESS MACHS
Shares5.3K
Event2026-03-31
Filed2026-05-12
ARES
-34.74%ARES MANAGEMENT CORPORATION
Shares11.4K
Event2026-03-31
Filed2026-05-12
CW
-43.41%CURTISS WRIGHT CORP
Shares1.8K
Event2026-03-31
Filed2026-05-12
GLD
-8.46%SPDR GOLD TR
Shares2.7K
Event2026-03-31
Filed2026-05-12
MAA
-36.04%MID-AMER APT CMNTYS INC
Shares9.2K
Event2026-03-31
Filed2026-05-12
BA
-31.89%BOEING CO
Shares5.6K
Event2026-03-31
Filed2026-05-12
DIS
-30.09%DISNEY WALT CO
Shares11.6K
Event2026-03-31
Filed2026-05-12
SBUX
-37.15%STARBUCKS CORP
Shares12.4K
Event2026-03-31
Filed2026-05-12
STIP
-69.81%ISHARES TR
Shares10.7K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
-22.99%BERKSHIRE HATHAWAY INC DEL
Shares2.3K
Event2026-03-31
Filed2026-05-12
AWK
-36.38%AMERICAN WTR WKS CO INC NEW
Shares7.9K
Event2026-03-31
Filed2026-05-12
PDBC
NewINVESCO ACTVELY MNGD ETC FD
Shares61.2K
Event2026-03-31
Filed2026-05-12
NVT
-24.30%NVENT ELEC PLC
Shares8.6K
Event2026-03-31
Filed2026-05-12
NVO
4.62%NOVO-NORDISK A S
Shares26.4K
Event2026-03-31
Filed2026-05-12
O
-41.45%REALTY INCOME CORP
Shares15.3K
Event2026-03-31
Filed2026-05-12
TSM
0.19%TAIWAN SEMICONDUCTOR MANUFAC
Shares2.6K
Event2026-03-31
Filed2026-05-12
FIX
-56.52%COMFORT SYS USA INC
Shares643
Event2026-03-31
Filed2026-05-12
VTIP
314.27%VANGUARD MALVERN FDS
Shares17.6K
Event2026-03-31
Filed2026-05-12
PEP
-16.10%PEPSICO INC
Shares5.6K
Event2026-03-31
Filed2026-05-12
NOW
-9.71%SERVICENOW INC
Shares8.2K
Event2026-03-31
Filed2026-05-12
SPMB
-24.02%SPDR SERIES TRUST
Shares37.2K
Event2026-03-31
Filed2026-05-12
SDCI
NewUSCF ETF TR
Shares30.3K
Event2026-03-31
Filed2026-05-12
SHYG
-22.95%ISHARES TR
Shares19.0K
Event2026-03-31
Filed2026-05-12
MKC
-35.43%MCCORMICK & CO INC
Shares15.4K
Event2026-03-31
Filed2026-05-12
VRTX
-27.05%VERTEX PHARMACEUTICALS INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
SPSM
-23.86%SPDR SERIES TRUST
Shares15.2K
Event2026-03-31
Filed2026-05-12
PEN
-27.38%PENUMBRA INC
Shares2.2K
Event2026-03-31
Filed2026-05-12
AVUV
NewAMERICAN CENTY ETF TR
Shares6.5K
Event2026-03-31
Filed2026-05-12
MNST
-31.47%MONSTER BEVERAGE CORP NEW
Shares9.7K
Event2026-03-31
Filed2026-05-12
BJ
-23.72%BJS WHSL CLUB HLDGS INC
Shares7.1K
Event2026-03-31
Filed2026-05-12
AGG
-20.22%ISHARES TR
Shares7.1K
Event2026-03-31
Filed2026-05-12
ISRG
-37.25%INTUITIVE SURGICAL INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
GOVT
-24.50%ISHARES TR
Shares29.4K
Event2026-03-31
Filed2026-05-12
ASML
-34.20%ASML HLDG NV
Shares504
Event2026-03-31
Filed2026-05-12
SPTL
-23.82%SPDR SERIES TRUST
Shares25.3K
Event2026-03-31
Filed2026-05-12
CSCO
-23.41%CISCO SYS INC
Shares8.5K
Event2026-03-31
Filed2026-05-12
VMI
-24.57%VALMONT INDS INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
SPEM
-90.80%SPDR INDEX SHS FDS
Shares13.9K
Event2026-03-31
Filed2026-05-12
IDXX
-31.50%IDEXX LABS INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
KRMN
-18.11%KARMAN HLDGS INC
Shares7.8K
Event2026-03-31
Filed2026-05-12
HALO
-25.79%HALOZYME THERAPEUTICS INC
Shares9.3K
Event2026-03-31
Filed2026-05-12
COP
-11.23%CONOCOPHILLIPS
Shares4.6K
Event2026-03-31
Filed2026-05-12
PG
-31.59%PROCTER & GAMBLE CO
Shares4.1K
Event2026-03-31
Filed2026-05-12
RMBS
-25.36%RAMBUS INC DEL
Shares6.9K
Event2026-03-31
Filed2026-05-12
CRS
NewCARPENTER TECHNOLOGY CORP
Shares1.5K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
-30.83%UNILEVER PLC
Shares10.2K
Event2026-03-31
Filed2026-05-12
MEDP
-25.11%MEDPACE HLDGS INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
CVX
-24.11%CHEVRON CORPORATION
Shares2.8K
Event2026-03-31
Filed2026-05-12
ADSK
-29.54%AUTODESK INC
Shares2.4K
Event2026-03-31
Filed2026-05-12
JPST
-14.58%J P MORGAN EXCHANGE TRADED F
Shares11.1K
Event2026-03-31
Filed2026-05-12
IBDR
-32.69%ISHARES TR
Shares23.3K
Event2026-03-31
Filed2026-05-12
IBDS
-32.93%ISHARES TR
Shares23.3K
Event2026-03-31
Filed2026-05-12
IBDT
-32.93%ISHARES TR
Shares22.1K
Event2026-03-31
Filed2026-05-12
IBDV
-32.62%ISHARES TR
Shares25.5K
Event2026-03-31
Filed2026-05-12
PM
-10.71%PHILIP MORRIS INTL INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
RRC
-24.69%RANGE RES CORP
Shares12.2K
Event2026-03-31
Filed2026-05-12
OLLI
-28.91%OLLIES BARGAIN OUTLET HLDGS
Shares5.9K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
-27.25%GENERAL DYNAMICS CORP
Shares1.6K
Event2026-03-31
Filed2026-05-12
SYY
0.33%SYSCO CORP
Shares7.5K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
-76.98%MERCK & CO INC
Shares4.4K
Event2026-03-31
Filed2026-05-12
MSCI
-46.07%MSCI INC
Shares981
Event2026-03-31
Filed2026-05-12
REGN
-30.71%REGENERON PHARMACEUTICALS
Shares677
Event2026-03-31
Filed2026-05-12
PBH
-3.91%PRESTIGE CONSMR HEALTHCARE I
Shares8.7K
Event2026-03-31
Filed2026-05-12
COST
14.32%COSTCO WHOLESALE CORPORATION
Shares519
Event2026-03-31
Filed2026-05-12
MDLZ
78.87%MONDELEZ INTL INC
Shares8.8K
Event2026-03-31
Filed2026-05-12
JPM
-15.73%JPMORGAN CHASE & CO
Shares1.7K
Event2026-03-31
Filed2026-05-12
RBRK
NewRUBRIK INC.
Shares10.3K
Event2026-03-31
Filed2026-05-12
OXY
-12.41%OCCIDENTAL PETE CORP
Shares7.7K
Event2026-03-31
Filed2026-05-12
TSCO
-24.88%TRACTOR SUPPLY CO
Shares11.1K
Event2026-03-31
Filed2026-05-12
CRM
-26.96%SALESFORCE INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
NOVT
NewNOVANTA INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
LECO
-23.53%LINCOLN ELEC HLDGS INC
Shares1.9K
Event2026-03-31
Filed2026-05-12
PTC
-24.79%PTC INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
ENTG
-23.83%ENTEGRIS INC
Shares4.0K
Event2026-03-31
Filed2026-05-12
UFPT
-24.46%UFP TECHNOLOGIES INC
Shares2.4K
Event2026-03-31
Filed2026-05-12
ZTS
-50.69%ZOETIS INC
Shares3.9K
Event2026-03-31
Filed2026-05-12
HWKN
-24.71%HAWKINS INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
SHEL
-22.85%SHELL PLC
Shares4.9K
Event2026-03-31
Filed2026-05-12
KO
-5.33%COCA COLA CO
Shares5.9K
Event2026-03-31
Filed2026-05-12
BOOT
-9.53%BOOT BARN HLDGS INC
Shares3.1K
Event2026-03-31
Filed2026-05-12
NVS
-13.43%NOVARTIS AG
Shares2.9K
Event2026-03-31
Filed2026-05-12
RGEN
-24.41%REPLIGEN CORP
Shares3.6K
Event2026-03-31
Filed2026-05-12
UNP
-10.94%UNION PAC CORP
Shares1.8K
Event2026-03-31
Filed2026-05-12
STERIS PLC
-25.26%STERIS PLC
Shares1.9K
Event2026-03-31
Filed2026-05-12
IRM
-0.32%IRON MTN INC DEL
Shares4.1K
Event2026-03-31
Filed2026-05-12
MIR
NewMIRION TECHNOLOGIES INC
Shares22.2K
Event2026-03-31
Filed2026-05-12
PODD
-24.41%INSULET CORP
Shares2.0K
Event2026-03-31
Filed2026-05-12
TIP
-52.78%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
NewLAM RESEARCH CORP
Shares1.9K
Event2026-03-31
Filed2026-05-12
T
16.36%AT&T INC
Shares13.8K
Event2026-03-31
Filed2026-05-12
ENB
-14.35%ENBRIDGE INC
Shares7.3K
Event2026-03-31
Filed2026-05-12
AON PLC
-52.83%AON PLC
Shares1.2K
Event2026-03-31
Filed2026-05-12
AEM
-18.74%AGNICO EAGLE MINES LTD
Shares1.9K
Event2026-03-31
Filed2026-05-12
SCHW
-10.18%SCHWAB CHARLES CORP
Shares4.1K
Event2026-03-31
Filed2026-05-12
WFC
-40.35%WELLS FARGO & CO
Shares4.8K
Event2026-03-31
Filed2026-05-12
PJT
-25.38%PJT PARTNERS INC
Shares2.7K
Event2026-03-31
Filed2026-05-12
TLT
-53.87%ISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-05-12
CSGP
47.96%COSTAR GROUP INC
Shares9.4K
Event2026-03-31
Filed2026-05-12
FND
-24.74%FLOOR & DECOR HLDGS INC
Shares7.4K
Event2026-03-31
Filed2026-05-12
TMO
-26.53%THERMO FISHER SCIENTIFIC INC
Shares767
Event2026-03-31
Filed2026-05-12
CHRW
-26.20%C H ROBINSON WORLDWIDE IN
Shares2.3K
Event2026-03-31
Filed2026-05-12
CELH
NewCELSIUS HLDGS INC
Shares10.2K
Event2026-03-31
Filed2026-05-12
LMT
-7.96%LOCKHEED MARTIN CORP
Shares578
Event2026-03-31
Filed2026-05-12
COOPER COS INC
-23.96%COOPER COS INC
Shares4.9K
Event2026-03-31
Filed2026-05-12
ABT
-60.18%ABBOTT LABORATORIES
Shares3.4K
Event2026-03-31
Filed2026-05-12
ELF
-24.87%E L F BEAUTY INC
Shares5.7K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW
-13.20%DUKE ENERGY CORP NEW
Shares2.6K
Event2026-03-31
Filed2026-05-12
AVY
-25.10%AVERY DENNISON CORP
Shares2.0K
Event2026-03-31
Filed2026-05-12
SHY
NewISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-05-12
TRNO
-25.13%TERRENO RLTY CORP
Shares5.4K
Event2026-03-31
Filed2026-05-12
ABNB
-46.63%AIRBNB INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
APH
-7.02%AMPHENOL CORP
Shares2.6K
Event2026-03-31
Filed2026-05-12
PFE
-26.38%PFIZER INC
Shares11.5K
Event2026-03-31
Filed2026-05-12
CWB
-53.49%SPDR SERIES TRUST
Shares3.4K
Event2026-03-31
Filed2026-05-12
EXPD
-31.29%EXPEDITORS INTL WASH INC
Shares2.2K
Event2026-03-31
Filed2026-05-12
KNSL
-29.88%KINSALE CAP GROUP INC
Shares901
Event2026-03-31
Filed2026-05-12
JQUA
-24.04%J P MORGAN EXCHANGE TRADED F
Shares4.9K
Event2026-03-31
Filed2026-05-12
EXLS
-27.20%EXLSERVICE HLDGS INC
Shares9.8K
Event2026-03-31
Filed2026-05-12
VGT
0.00%VANGUARD WORLD FD
Shares427
Event2026-03-31
Filed2026-05-12
BMI
-26.22%BADGER METER INC
Shares1.9K
Event2026-03-31
Filed2026-05-12
LQD
-53.83%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-05-12
AMGN
4.76%AMGEN INC
Shares836
Event2026-03-31
Filed2026-05-12
HYG
-53.56%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-05-12
WMT
6.92%WALMART INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
DE
-28.27%DEERE & CO
Shares515
Event2026-03-31
Filed2026-05-12
BAC
-12.49%BANK AMERICA CORP
Shares5.9K
Event2026-03-31
Filed2026-05-12
AXP
-16.73%AMERICAN EXPRESS CO
Shares946
Event2026-03-31
Filed2026-05-12
WM
-56.57%WASTE MGMT INC DEL
Shares1.2K
Event2026-03-31
Filed2026-05-12
CDW
-27.37%CDW CORP
Shares2.3K
Event2026-03-31
Filed2026-05-12
BN
-15.97%BROOKFIELD CORP
Shares7.0K
Event2026-03-31
Filed2026-05-12
TJX
-1.51%TJX COS INC NEW
Shares1.8K
Event2026-03-31
Filed2026-05-12
CMCSA
-0.69%COMCAST CORP NEW
Shares9.7K
Event2026-03-31
Filed2026-05-12
AEP
-13.87%AMERICAN ELEC PWR CO INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
BDX
-14.38%BECTON DICKINSON & CO
Shares1.8K
Event2026-03-31
Filed2026-05-12
MORN
-27.74%MORNINGSTAR INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
UPS
-27.15%UNITED PARCEL SVCS INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
SPG
-12.66%SIMON PPTY GROUP INC NEW
Shares1.5K
Event2026-03-31
Filed2026-05-12
SNPS
-47.71%SYNOPSYS INC
Shares674
Event2026-03-31
Filed2026-05-12
PLTR
11.65%PALANTIR TECHNOLOGIES INC
Shares1.8K
Event2026-03-31
Filed2026-05-12
SPSB
-23.89%SPDR SERIES TRUST
Shares8.8K
Event2026-03-31
Filed2026-05-12
AMD
NewADVANCED MICRO DEVICES INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
SEIC
-32.48%SEI INVTS CO
Shares3.2K
Event2026-03-31
Filed2026-05-12
GEV
NewGE VERNOVA INC
Shares284
Event2026-03-31
Filed2026-05-12
SLYG
-22.91%SPDR SERIES TRUST
Shares2.5K
Event2026-03-31
Filed2026-05-12
AMAT
NewAPPLIED MATLS INC
Shares717
Event2026-03-31
Filed2026-05-12
LHX
1.72%L3HARRIS TECHNOLOGIES INC
Shares708
Event2026-03-31
Filed2026-05-12
YUM
-31.23%YUM BRANDS INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
USB
-31.13%US BANCORP
Shares4.6K
Event2026-03-31
Filed2026-05-12
UBER
-41.20%UBER TECHNOLOGIES INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
CVS
-16.03%CVS HEALTH CORP
Shares3.2K
Event2026-03-31
Filed2026-05-12
POOL
-24.55%POOL CORP
Shares1.1K
Event2026-03-31
Filed2026-05-12
CAT
NewCATERPILLAR INC
Shares313
Event2026-03-31
Filed2026-05-12
PYPL
19.61%PAYPAL HLDGS INC
Shares4.8K
Event2026-03-31
Filed2026-05-12
MU
-7.98%MICRON TECHNOLOGY INC
Shares646
Event2026-03-31
Filed2026-05-12
WTW
NewWILLIS TOWERS WATSON PLC LTD
Shares749
Event2026-03-31
Filed2026-05-12
SPY
0.60%STATE STR SPDR S&P 500 ETF T
Shares334
Event2026-03-31
Filed2026-05-12
CASY
-26.87%CASEYS GEN STORES INC
Shares294
Event2026-03-31
Filed2026-05-12
CVLT
-27.87%COMMVAULT SYS INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
MPWR
-20.76%MONOLITHIC PWR SYS INC
Shares187
Event2026-03-31
Filed2026-05-12
VNET
-14.85%VNET GROUP INC
Shares11.4K
Event2026-03-31
Filed2026-05-12
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