The Analysis of AMERICAN NATIONAL BANK & TRUST's Holdings & P&L


Currently, AMERICAN NATIONAL BANK & TRUST holds 615 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in PLTR (+18.7K shares, valued at $2.7M), AAAU (+40.1K shares, valued at $1.9M), GPIQ (+34.1K shares, valued at $1.7M); decreased their positions in PEP (-55.4K shares, valued at $8.6M), APD (-4.5K shares, valued at $1.3M), AAPL (-4.7K shares, valued at $1.2M); initiated new positions in LITE (+129 shares, valued at $90.7K), EQR (+1.4K shares, valued at $80.3K), GSL (+1.6K shares, valued at $58.9K).


1M P&L
+27.3M+2.44%
3M P&L
+75.9M+7.10%
HY P&L
+179.3M+18.57%

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/A185.7M
22.0%
2Drug Manufacturers - General68.8M
8.1%
3Discount Stores54.6M
6.5%

Top Industries by Stock Count

1N/A164 stocks
28.6%
2Software - Application17 stocks
3.0%
3Utilities - Regulated Electric16 stocks
2.8%
Stock Holdings
Alphabet Inc
Alphabet Inc
-0.58%
Shares233.9K
Event2026-03-31
Filed2026-04-24
AAPL
Apple Computer Inc
-2.35%
Shares194.2K
Event2026-03-31
Filed2026-04-24
AMZN
Amazon Com Inc
-0.55%
Shares196.8K
Event2026-03-31
Filed2026-04-24
GSSC
GS ActiveBeta US Small Cap
0.76%
Shares517.4K
Event2026-03-31
Filed2026-04-24
MSFT
Microsoft Corp Com
0.40%
Shares99.3K
Event2026-03-31
Filed2026-04-24
Broadcom Inc
Broadcom Inc
0.37%
Shares114.9K
Event2026-03-31
Filed2026-04-24
WMT
Wal Mart Stores Inc Com
-0.69%
Shares264.5K
Event2026-03-31
Filed2026-04-24
GSIE
Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy
4.76%
Shares736.9K
Event2026-03-31
Filed2026-04-24
Berkshire Hathaway Inc Cl B New
Berkshire Hathaway Inc Cl B New
-0.47%
Shares65.5K
Event2026-03-31
Filed2026-04-24
JNJ
Johnson & Johnson Com
1.09%
Shares93.2K
Event2026-03-31
Filed2026-04-24
LMT
Lockheed Martin Corp
-0.75%
Shares37.7K
Event2026-03-31
Filed2026-04-24
COST
Costco Wholesale Corp Ordinary Shares
-1.01%
Shares21.7K
Event2026-03-31
Filed2026-04-24
KLAC
KLA-Tencor Corp Common
-0.65%
Shares13.9K
Event2026-03-31
Filed2026-04-24
CVX
Chevron Corp New Com
-0.47%
Shares95.2K
Event2026-03-31
Filed2026-04-24
CAT
Caterpillar Inc Del Com
-1.01%
Shares27.2K
Event2026-03-31
Filed2026-04-24
Linde Plc. Ordinary Shares
Linde Plc. Ordinary Shares
0.01%
Shares36.2K
Event2026-03-31
Filed2026-04-24
ABBV
Abbvie Inc
-0.15%
Shares79.1K
Event2026-03-31
Filed2026-04-24
JPM
JPMorgan Chase & Co Com
-0.09%
Shares56.2K
Event2026-03-31
Filed2026-04-24
V
VISA Inc
-1.34%
Shares52.2K
Event2026-03-31
Filed2026-04-24
AMAT
Applied Materials Inc. Ordinary Shares
0.11%
Shares43.8K
Event2026-03-31
Filed2026-04-24
LLY
Lilly Eli & Co Com
0.65%
Shares16.0K
Event2026-03-31
Filed2026-04-24
NVDA
Nvidia Corp
0.34%
Shares78.4K
Event2026-03-31
Filed2026-04-24
LH
Labcorp Holdings Inc. Ordinary Shares
-0.98%
Shares50.8K
Event2026-03-31
Filed2026-04-24
VLO
Valero Energy Corp New Com
0.26%
Shares54.1K
Event2026-03-31
Filed2026-04-24
HD
Home Depot Inc Com
-1.13%
Shares40.1K
Event2026-03-31
Filed2026-04-24
General Dynamics Corp Com
General Dynamics Corp Com
-1.34%
Shares36.7K
Event2026-03-31
Filed2026-04-24
AMGN
Amgen Inc Com
-1.09%
Shares35.6K
Event2026-03-31
Filed2026-04-24
XOM
Exxon Mobil Corp Com
3.86%
Shares73.8K
Event2026-03-31
Filed2026-04-24
VZ
Verizon Communications Com
-3.80%
Shares239.2K
Event2026-03-31
Filed2026-04-24
MAR
Marriott International INC CLASS A CORP COMMON
-0.86%
Shares36.2K
Event2026-03-31
Filed2026-04-24
SYK
Stryker Corp Com
-1.85%
Shares35.2K
Event2026-03-31
Filed2026-04-24
IVV
Ishares Core S&P 500 ETF
-0.94%
Shares17.5K
Event2026-03-31
Filed2026-04-24
UNP
Union Pac Corp Com
-1.27%
Shares46.6K
Event2026-03-31
Filed2026-04-24
NEE
Nextera Energy Inc
-0.03%
Shares106.4K
Event2026-03-31
Filed2026-04-24
AZO
Autozone Inc. Ordinary Shares
-1.10%
Shares2.8K
Event2026-03-31
Filed2026-04-24
GEM
Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy
9.85%
Shares214.3K
Event2026-03-31
Filed2026-04-24
General Electric
General Electric
-4.35%
Shares31.6K
Event2026-03-31
Filed2026-04-24
IWB
Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf
-4.51%
Shares25.1K
Event2026-03-31
Filed2026-04-24
Medtronic Plc, Dublin Shs
Medtronic Plc, Dublin Shs
-1.39%
Shares100.8K
Event2026-03-31
Filed2026-04-24
PG
Procter & Gamble Co Com
-5.06%
Shares60.1K
Event2026-03-31
Filed2026-04-24
APD
Air Products & Chemicals Inc
-13.98%
Shares27.7K
Event2026-03-31
Filed2026-04-24
IJH
Ishares Tr Core S&P Mid-Cap ETF
-0.03%
Shares105.7K
Event2026-03-31
Filed2026-04-24
INTU
Intuit Common
-2.98%
Shares16.5K
Event2026-03-31
Filed2026-04-24
BCD
Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf
9.82%
Shares187.1K
Event2026-03-31
Filed2026-04-24
DIS
Disney Walt Co Com
-1.02%
Shares66.1K
Event2026-03-31
Filed2026-04-24
GPIQ
Goldman Sachs Etf Trust Nasdaq-100 Premium Income
37.44%
Shares125.1K
Event2026-03-31
Filed2026-04-24
SPY
State Street SPDR S&P 500 ETF Trust
-3.25%
Shares9.0K
Event2026-03-31
Filed2026-04-24
MCD
McDonalds Corp Com
-0.48%
Shares18.3K
Event2026-03-31
Filed2026-04-24
Alphabet Inc Cap Stk Cl C
Alphabet Inc Cap Stk Cl C
-0.24%
Shares17.7K
Event2026-03-31
Filed2026-04-24
DIA
State Street SPDR Dow Jones Indl Average ETF Trust
-5.58%
Shares10.8K
Event2026-03-31
Filed2026-04-24
PLTR
Palantir Technologies Inc Ordinary Shares - Class A
199.91%
Shares28.1K
Event2026-03-31
Filed2026-04-24
META
Meta Platforms Inc Ordinary Shares - Class A
40.37%
Shares6.9K
Event2026-03-31
Filed2026-04-24
PEP
Pepsico Inc Com
-69.91%
Shares23.9K
Event2026-03-31
Filed2026-04-24
GSLC
Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg
-2.17%
Shares27.2K
Event2026-03-31
Filed2026-04-24
XLRE
State Street Real Estate Select Sector SPDR Etf
-12.87%
Shares82.5K
Event2026-03-31
Filed2026-04-24
Merck & Co Inc New
Merck & Co Inc New
-9.17%
Shares27.0K
Event2026-03-31
Filed2026-04-24
FTEC
Fidelity Msci Information Technology Index Etf Infor Tech Indx
12.35%
Shares14.6K
Event2026-03-31
Filed2026-04-24
AAAU
Goldman Sachs Physical Gold Etf Trust
157.67%
Shares65.6K
Event2026-03-31
Filed2026-04-24
Duke Energy Corp New
Duke Energy Corp New
-1.51%
Shares22.8K
Event2026-03-31
Filed2026-04-24
IJR
Ishares Tr Sp Smallcap 600 Index F
-0.28%
Shares23.4K
Event2026-03-31
Filed2026-04-24
BRK.A
Berkshire Hathaway Inc Del Cl A
0.00%
Shares4
Event2026-03-31
Filed2026-04-24
AGG
Ishares Core Total US Bond
-2.42%
Shares28.7K
Event2026-03-31
Filed2026-04-24
IBM
International Business Mach Com
-3.52%
Shares11.1K
Event2026-03-31
Filed2026-04-24
MA
Mastercard Inc
1.95%
Shares5.2K
Event2026-03-31
Filed2026-04-24
LOW
Lowes Cos Inc Com
-2.07%
Shares10.3K
Event2026-03-31
Filed2026-04-24
RTX
RTX Corporation
-0.81%
Shares12.2K
Event2026-03-31
Filed2026-04-24
MSI
Motorola Solutions Inc Com New
-1.49%
Shares5.2K
Event2026-03-31
Filed2026-04-24
Invesco QQQ Trust Series 1 Invsc Srs ETF
Invesco QQQ Trust Series 1 Invsc Srs ETF
-0.66%
Shares3.7K
Event2026-03-31
Filed2026-04-24
ITW
Illinois Works Inc Com
-4.34%
Shares7.9K
Event2026-03-31
Filed2026-04-24
CNP
Centerpoint Energy Inc
0.00%
Shares47.2K
Event2026-03-31
Filed2026-04-24
ORI
Old Republic International Corp COMMON
-0.15%
Shares45.1K
Event2026-03-31
Filed2026-04-24
DGX
Quest Diagnostics, Inc. Ordinary Shares
-2.34%
Shares8.9K
Event2026-03-31
Filed2026-04-24
COP
Conocophillips Com
2.96%
Shares13.2K
Event2026-03-31
Filed2026-04-24
YUM
Yum Brands Inc Com
-0.22%
Shares11.1K
Event2026-03-31
Filed2026-04-24
TMUS
T-Mobile US INC T Mobile CORP COMMON
2064.12%
Shares8.2K
Event2026-03-31
Filed2026-04-24
SCHI
Schwab 5-10 Year Corporate Bond Etf 5 10 Corp
12.36%
Shares74.3K
Event2026-03-31
Filed2026-04-24
FAST
Fastenal CO CORP COMMON
-2.09%
Shares35.7K
Event2026-03-31
Filed2026-04-24
VGSH
Vanguard Group, Inc. Short-Term Treasury Etf
13.74%
Shares27.7K
Event2026-03-31
Filed2026-04-24
VCSH
Vanguard Short-term Corporate Bd ETF
13.15%
Shares20.3K
Event2026-03-31
Filed2026-04-24
UNH
Unitedhealth Group Inc Com
-4.99%
Shares5.7K
Event2026-03-31
Filed2026-04-24
EPD
LP Enterprise Partners
-1.50%
Shares39.5K
Event2026-03-31
Filed2026-04-24
WM
Waste Mgmt Inc Del Com
3.91%
Shares6.4K
Event2026-03-31
Filed2026-04-24
WELL
Welltower INC CORP COMMON
4.62%
Shares7.4K
Event2026-03-31
Filed2026-04-24
KR
Kroger Co Com
26.13%
Shares19.5K
Event2026-03-31
Filed2026-04-24
FCOM
Fidelity Msci Communication Services Index Etf Comm Srv
10.10%
Shares20.7K
Event2026-03-31
Filed2026-04-24
FDIS
Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx
5.40%
Shares14.3K
Event2026-03-31
Filed2026-04-24
FIDU
Fidelity Msci Industrials Index Etf Indx
5.47%
Shares15.2K
Event2026-03-31
Filed2026-04-24
ADP
Automatic Data Processing Incom
-2.76%
Shares6.5K
Event2026-03-31
Filed2026-04-24
T
AT&T Inc
-0.66%
Shares45.2K
Event2026-03-31
Filed2026-04-24
MPC
Marathon Petroleum Corp
-0.30%
Shares5.4K
Event2026-03-31
Filed2026-04-24
Lam Research Corp. Ordinary Shares
Lam Research Corp. Ordinary Shares
-1.57%
Shares5.9K
Event2026-03-31
Filed2026-04-24
EOG
EOG Resources Inc Com
-10.56%
Shares8.2K
Event2026-03-31
Filed2026-04-24
GLW
Corning Inc Com
13.44%
Shares8.7K
Event2026-03-31
Filed2026-04-24
Ishares Gold Trust Etf
Ishares Gold Trust Etf
-0.07%
Shares13.4K
Event2026-03-31
Filed2026-04-24
PLD
Prologis Inc
-0.17%
Shares8.8K
Event2026-03-31
Filed2026-04-24
IJS
Ishares Trust S&P Smallcap 600 Value Index FD
0.00%
Shares9.8K
Event2026-03-31
Filed2026-04-24
Eaton Corp PLC
Eaton Corp PLC
-0.87%
Shares3.2K
Event2026-03-31
Filed2026-04-24
GRMN
Garmin LTD
-2.49%
Shares4.8K
Event2026-03-31
Filed2026-04-24
AMT
American Tower Corp Reit
3.27%
Shares6.4K
Event2026-03-31
Filed2026-04-24
FHLC
Fidelity Msci Health Care Index Etf Indx
14.04%
Shares15.7K
Event2026-03-31
Filed2026-04-24
NOC
Northrop Grumman Corp Com
-2.28%
Shares1.6K
Event2026-03-31
Filed2026-04-24
PKG
Packaging Corp Of America COMMON
3.36%
Shares5.1K
Event2026-03-31
Filed2026-04-24
IWM
Ishares Tr Russell 2000
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-24
TSLA
Tesla Mtrs Inc
-0.22%
Shares2.8K
Event2026-03-31
Filed2026-04-24
FNCL
Fidelity Msci Financials Index Etf Indx
5.65%
Shares14.6K
Event2026-03-31
Filed2026-04-24
BAC
Bank of America Corporation Com
-1.34%
Shares21.0K
Event2026-03-31
Filed2026-04-24
TXN
Texas Instrs Inc Com
-18.38%
Shares5.2K
Event2026-03-31
Filed2026-04-24
FCX
Freeport-McMoran Inc.
71.25%
Shares16.7K
Event2026-03-31
Filed2026-04-24
ALLE
Allegion Plc CORP COMMON
-1.64%
Shares6.6K
Event2026-03-31
Filed2026-04-24
MMM
3M Co Com
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-24
VONG
Vanguard Russell 1000 Growth Etf
-0.06%
Shares8.6K
Event2026-03-31
Filed2026-04-24
IWD
Ishares Russell 1000 Value Index Fund
-0.45%
Shares4.4K
Event2026-03-31
Filed2026-04-24
MO
Altria Group Inc Com
-0.56%
Shares14.1K
Event2026-03-31
Filed2026-04-24
EFA
Ishares Msci Eafe Index Fund
0.00%
Shares9.0K
Event2026-03-31
Filed2026-04-24
VTI
Vanguard Total Stock Market
-3.59%
Shares2.7K
Event2026-03-31
Filed2026-04-24
PM
Philip Morris Intl Inc
2.60%
Shares5.2K
Event2026-03-31
Filed2026-04-24
ORCL
Oracle Corp Com
-8.59%
Shares5.9K
Event2026-03-31
Filed2026-04-24
CL
Colgate Palmolive Co Com
-1.15%
Shares10.0K
Event2026-03-31
Filed2026-04-24
IWR
Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-24
CMI
Cummins Inc
-1.62%
Shares1.5K
Event2026-03-31
Filed2026-04-24
FSTA
Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx
-1.65%
Shares15.6K
Event2026-03-31
Filed2026-04-24
ABT
Abbott Labs Com
10.32%
Shares7.8K
Event2026-03-31
Filed2026-04-24
AXP
American Express Co Com
-0.16%
Shares2.6K
Event2026-03-31
Filed2026-04-24
SUI
Sun Communities, Inc. Ordinary Shares
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-24
VTV
Vanguard Value Index Fund Etf
-1.01%
Shares3.6K
Event2026-03-31
Filed2026-04-24
PNR
Pentair PLC
-1.15%
Shares8.1K
Event2026-03-31
Filed2026-04-24
O
Realty Income Corp
0.00%
Shares11.6K
Event2026-03-31
Filed2026-04-24
TROW
T. Rowe Price Group INC T CORP COMMON
-8.68%
Shares7.7K
Event2026-03-31
Filed2026-04-24
FMAT
Fidelity Covington Trust Msci Materials Index Etf
61.69%
Shares12.0K
Event2026-03-31
Filed2026-04-24
OMC
Omnicom Group INC CORP COMMON
-20.94%
Shares9.1K
Event2026-03-31
Filed2026-04-24
ITOT
Ishares 1500 Index Fund
14.63%
Shares4.8K
Event2026-03-31
Filed2026-04-24
VTEB
Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf
-25.23%
Shares13.4K
Event2026-03-31
Filed2026-04-24
FUTY
Fidelity Msci Utilities Index Etf Indx
4.12%
Shares10.9K
Event2026-03-31
Filed2026-04-24
OXY
Occidental Pete Corp Del Com
-0.46%
Shares9.9K
Event2026-03-31
Filed2026-04-24
CTAS
Cintas Corp Common
-3.66%
Shares3.8K
Event2026-03-31
Filed2026-04-24
FENY
Fidelity Msci Energy Index Etf Indx
-18.71%
Shares18.7K
Event2026-03-31
Filed2026-04-24
PFE
Pfizer Inc Com
-8.20%
Shares22.2K
Event2026-03-31
Filed2026-04-24
RF
Regions Financial Corp. Ordinary Shares
-4.45%
Shares23.8K
Event2026-03-31
Filed2026-04-24
SO
Southern Company
-8.21%
Shares6.3K
Event2026-03-31
Filed2026-04-24
Blackstone Group INC CORP COMMON
Blackstone Group INC CORP COMMON
-0.23%
Shares5.2K
Event2026-03-31
Filed2026-04-24
Seagate Technology Plc Holdings CORP COMMON
Seagate Technology Plc Holdings CORP COMMON
6.13%
Shares1.5K
Event2026-03-31
Filed2026-04-24
CMCSA
Comcast Corp
-1.10%
Shares20.4K
Event2026-03-31
Filed2026-04-24
OTIS
Otis Worldwide Corp COMMON
4.55%
Shares7.6K
Event2026-03-31
Filed2026-04-24
MAS
Masco Corp COMMON
-4.19%
Shares9.5K
Event2026-03-31
Filed2026-04-24
OKE
Oneok Inc New Com
23.13%
Shares6.2K
Event2026-03-31
Filed2026-04-24
MS
Morgan Stanley CORP COMMON
-1.03%
Shares3.4K
Event2026-03-31
Filed2026-04-24
BIP
Brookfield Infrastructure Partners L.P Unit
0.00%
Shares15.1K
Event2026-03-31
Filed2026-04-24
NOW
Servicenow Inc Common
-6.16%
Shares5.2K
Event2026-03-31
Filed2026-04-24
CINF
Cincinnati Financial Corp. Ordinary Shares
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-24
QCOM
Qualcomm Inc Com
-23.18%
Shares4.1K
Event2026-03-31
Filed2026-04-24
DMLP
Dorchester Minerals Lpcom Units
-9.66%
Shares19.2K
Event2026-03-31
Filed2026-04-24
DHR
Danaher Corp Com
-0.37%
Shares2.7K
Event2026-03-31
Filed2026-04-24
GILD
Gilead Sciences Inc. Com
-1.24%
Shares3.6K
Event2026-03-31
Filed2026-04-24
HSY
The Hershey Company
-4.29%
Shares2.2K
Event2026-03-31
Filed2026-04-24
NDAQ
Nasdaq Stock Market
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-24
ADBE
Adobe Sys Inc Com
-38.34%
Shares1.9K
Event2026-03-31
Filed2026-04-24
IEMG
Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-24
KMB
Kimberly Clark Corp Com
-5.81%
Shares4.7K
Event2026-03-31
Filed2026-04-24
CTRA
Coterra Energy Inc.
-6.73%
Shares12.5K
Event2026-03-31
Filed2026-04-24
MPWR
Monolithic Power Systems INC CORP COMMON
-3.39%
Shares399
Event2026-03-31
Filed2026-04-24
INTC
Intel Corp Com
-0.54%
Shares9.7K
Event2026-03-31
Filed2026-04-24
IWN
CEF Ishares Russell 2000 Value
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-24
GVIP
Goldman Sachs Hedge Ind VIP ETF
-9.93%
Shares2.9K
Event2026-03-31
Filed2026-04-24
VICI
Vici Properties Inc Ordinary Shares
4.66%
Shares15.3K
Event2026-03-31
Filed2026-04-24
MPLX
Mplx Lp COMMON Unt
-2.06%
Shares7.1K
Event2026-03-31
Filed2026-04-24
MCY
Mercury General Corp COMMON
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-24
CSCO
Cisco Sys Inc Com
20.45%
Shares4.9K
Event2026-03-31
Filed2026-04-24
TSM
Taiwan Semiconductor Mfg Co LTD
-2.37%
Shares1.1K
Event2026-03-31
Filed2026-04-24
QUAL
Ishares Msci Usa Quality Factor Etf Qlty Fact
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-24
VEA
Vanguard Ftse Developed Market ETF
-1.69%
Shares5.8K
Event2026-03-31
Filed2026-04-24
RMD
Resmed INC CORP COMMON
-1.52%
Shares1.6K
Event2026-03-31
Filed2026-04-24
ARCC
Ares Capital Corp COMMON
0.00%
Shares20.0K
Event2026-03-31
Filed2026-04-24
OHI
Omega Healthcare Investors, Inc. Ordinary Shares
1.76%
Shares8.2K
Event2026-03-31
Filed2026-04-24
MCO
Moodys Corp Common
-1.33%
Shares818
Event2026-03-31
Filed2026-04-24
SCCO
Southern Copper Corp
2623.68%
Shares2.1K
Event2026-03-31
Filed2026-04-24
TJX
TJX Cos Inc New Com
-1.29%
Shares2.2K
Event2026-03-31
Filed2026-04-24
DPZ
Dominos Pizza Inc Ordinary Shares
-2.97%
Shares980
Event2026-03-31
Filed2026-04-24
HAL
Halliburton Co Com
0.00%
Shares9.0K
Event2026-03-31
Filed2026-04-24
CPB
Campbells Co (The) Ordinary Shares
2.56%
Shares15.6K
Event2026-03-31
Filed2026-04-24
WMB
Williams Cos Inc Del Com
-2.06%
Shares4.8K
Event2026-03-31
Filed2026-04-24
XLI
State Street Select Industrial SelectSector Spdr Etf
-0.48%
Shares2.1K
Event2026-03-31
Filed2026-04-24
VNQ
Vanguard REIT Viper VNQ
-5.12%
Shares3.7K
Event2026-03-31
Filed2026-04-24
ZTS
Zoetis
35.78%
Shares2.8K
Event2026-03-31
Filed2026-04-24
MFC
Manulife Finl Corp Common
0.00%
Shares9.4K
Event2026-03-31
Filed2026-04-24
BSX
Boston Scientific Corp Com
-3.61%
Shares5.1K
Event2026-03-31
Filed2026-04-24
ROK
Rockwell Automation Inc Common
-1.55%
Shares888
Event2026-03-31
Filed2026-04-24
MAIN
Main Street Capital Corporation Ordinary Shares
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-24
DE
Deere & Co Com
-2.09%
Shares561
Event2026-03-31
Filed2026-04-24
BKNG
Booking Holdings Inc
0.00%
Shares75
Event2026-03-31
Filed2026-04-24
Blackrock Funding Inc Ordinary Shares
Blackrock Funding Inc Ordinary Shares
-1.52%
Shares324
Event2026-03-31
Filed2026-04-24
KO
Coca Cola Co Com
114.16%
Shares4.1K
Event2026-03-31
Filed2026-04-24
BF.B
Brown-Forman Corp Brown Forman CLASS B COMMON
-7.79%
Shares11.6K
Event2026-03-31
Filed2026-04-24
NFLX
Netflix Inc. Ordinary Shares
2.58%
Shares3.2K
Event2026-03-31
Filed2026-04-24
SDY
State Street SPDR S&P Dividend ETF
-6.94%
Shares2.0K
Event2026-03-31
Filed2026-04-24
DELL
Dell Technologies INC CLASS C CORP COMMON
-10.48%
Shares1.8K
Event2026-03-31
Filed2026-04-24
VO
Vanguard Mid-cap Index Fund Mid Cap Etf
-4.19%
Shares984
Event2026-03-31
Filed2026-04-24
GEV
Ge Vernova INC CORP COMMON
-63.67%
Shares323
Event2026-03-31
Filed2026-04-24
FNF
Fidelity National Title Group
-0.79%
Shares6.1K
Event2026-03-31
Filed2026-04-24
CBT
Cabot Corp COMMON
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-24
EMR
Emerson Elec Co Com
11.50%
Shares2.1K
Event2026-03-31
Filed2026-04-24
Vanguard S&P 500 ETF
Vanguard S&P 500 ETF
-6.11%
Shares461
Event2026-03-31
Filed2026-04-24
NVS
Novartis AG Spnsrd ADR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
ORLY
OReilly Auto Inc New
-1.76%
Shares3.0K
Event2026-03-31
Filed2026-04-24
CEG
Constellation Energy Corporation Ordinary Shares
-1.64%
Shares958
Event2026-03-31
Filed2026-04-24
Accenture Plc, Dublin Shsclass A
Accenture Plc, Dublin Shsclass A
-8.56%
Shares1.3K
Event2026-03-31
Filed2026-04-24
ET
Energy Transfer Partners LP
-7.43%
Shares13.8K
Event2026-03-31
Filed2026-04-24
IEFA
Ishares Tr Core Msci Eafe Etf
-0.79%
Shares2.9K
Event2026-03-31
Filed2026-04-24
NXST
Nexstar Media Group, Inc.
-9.43%
Shares1.4K
Event2026-03-31
Filed2026-04-24
GTY
Getty Realty Corp. Ordinary Shares
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-24
VHT
Vanguard Health Care Etf
0.00%
Shares935
Event2026-03-31
Filed2026-04-24
XLF
State Street Financial Select Sector SPDR ETF
-0.39%
Shares5.2K
Event2026-03-31
Filed2026-04-24
XLY
State Street Consumer Discretinary Select Sec Spdr Etf
-1.82%
Shares2.3K
Event2026-03-31
Filed2026-04-24
Apollo Global Management Inc Ordinary Shares - Class A (New)
Apollo Global Management Inc Ordinary Shares - Class A (New)
-1.45%
Shares2.2K
Event2026-03-31
Filed2026-04-24
NXPI
NXP Semiconductors N.v., Eindhoven Shs
22.96%
Shares1.3K
Event2026-03-31
Filed2026-04-24
IWF
Ishares Russell 1000 Growth
-2.05%
Shares573
Event2026-03-31
Filed2026-04-24
EFV
Ishares Msci Value Index Fund Eafe Etf
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-24
MET
Metlife Inc Com
-1.62%
Shares3.4K
Event2026-03-31
Filed2026-04-24
EFG
Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Growth Etf
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-24
IDA
Idacorp Inc
-2.23%
Shares1.6K
Event2026-03-31
Filed2026-04-24
PGR
Progressive Corp COMMON
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
AJG
Arthur J Gallagher & CO CORP COMMON
-3.24%
Shares1.0K
Event2026-03-31
Filed2026-04-24
UI
Ubiquiti INC CORP COMMON
-15.88%
Shares286
Event2026-03-31
Filed2026-04-24
CRM
Salesforce Inc Ordinary Shares
-13.09%
Shares1.2K
Event2026-03-31
Filed2026-04-24
CAH
Cardinal Health Inc Com
-2.14%
Shares1.1K
Event2026-03-31
Filed2026-04-24
SBUX
Starbucks Corp Com
-6.83%
Shares2.5K
Event2026-03-31
Filed2026-04-24
AEP
American Elec Pwr Inc Com
234.12%
Shares1.7K
Event2026-03-31
Filed2026-04-24
GLD
SPDR Gold Trust
-4.62%
Shares516
Event2026-03-31
Filed2026-04-24
PAA
Plains All American Pipeline
-3.93%
Shares9.8K
Event2026-03-31
Filed2026-04-24
PRU
Prudential Finl Inc Com
-3.10%
Shares2.2K
Event2026-03-31
Filed2026-04-24
ADI
Analog Devices Inc Com
52.02%
Shares678
Event2026-03-31
Filed2026-04-24
XLE
State Street Energy Select Sector Spdr Etf
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-24
Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON
Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-24
XLK
State Street Technology Select Sect SPDR Etf
-1.56%
Shares1.6K
Event2026-03-31
Filed2026-04-24
HP INC
HP INC
-22.82%
Shares10.9K
Event2026-03-31
Filed2026-04-24
VUG
Vanguard Growth Index Fund Etf
-5.00%
Shares475
Event2026-03-31
Filed2026-04-24
ENB
Enbridge INC CORP COMMON
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-24
MDLZ
Mondelez International Cl A
-2.84%
Shares3.6K
Event2026-03-31
Filed2026-04-24
IMCG
Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-24
CF
CF Industries Holdings, Inc
-10.78%
Shares1.5K
Event2026-03-31
Filed2026-04-24
CB
Chubb Limited
-3.83%
Shares603
Event2026-03-31
Filed2026-04-24
WES
Western Midstream Partners Lp COMMON Unt
-5.06%
Shares4.7K
Event2026-03-31
Filed2026-04-24
CTSH
Cognizant Technology Solutions Corp. Ordinary Shares - Class A
34.68%
Shares3.1K
Event2026-03-31
Filed2026-04-24
SUN
Sunoco Lp Unit
-6.32%
Shares3.0K
Event2026-03-31
Filed2026-04-24
MNST
Monster Beverage Corp New
3.39%
Shares2.6K
Event2026-03-31
Filed2026-04-24
SNA
Snap On Inc Common
-4.44%
Shares517
Event2026-03-31
Filed2026-04-24
SPHY
Spdr Series Trust State Street Portfolio High Yield Bond Etf
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-24
Citigroup Inc Com New
Citigroup Inc Com New
-0.30%
Shares1.6K
Event2026-03-31
Filed2026-04-24
HWM
Howmet Aerospace INC CORP COMMON
0.00%
Shares800
Event2026-03-31
Filed2026-04-24
SYY
Sysco Corp Com
-7.10%
Shares2.5K
Event2026-03-31
Filed2026-04-24
TRGP
Targa Resources Corp COMMON
-3.38%
Shares715
Event2026-03-31
Filed2026-04-24
AG
First Majestic Silver Corporation Ordinary Shares
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-24
SUB
Blackrock Institutional Trust Company N.A. Ishares Short-Term National Muni Bond Etf
-76.82%
Shares1.6K
Event2026-03-31
Filed2026-04-24
OGE
OGE Energy Corp
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-24
GGG
Graco INC CORP COMMON
-7.03%
Shares1.9K
Event2026-03-31
Filed2026-04-24
OZK
Bank Ozk CORP COMMON
-2.79%
Shares3.5K
Event2026-03-31
Filed2026-04-24
BC
Brunswick Corp. Ordinary Shares
-2.59%
Shares2.2K
Event2026-03-31
Filed2026-04-24
PSX
Phillips 66
-1.25%
Shares868
Event2026-03-31
Filed2026-04-24
COF
Capital One Finl Corp Com
0.00%
Shares834
Event2026-03-31
Filed2026-04-24
SPGI
S&P Global INC CORP COMMON
-3.26%
Shares356
Event2026-03-31
Filed2026-04-24
GS
Goldman Sachs Group Inc Com
-2.73%
Shares178
Event2026-03-31
Filed2026-04-24
DTM
Dt Midstream INC CORP COMMON
-5.53%
Shares1.1K
Event2026-03-31
Filed2026-04-24
BNDX
Vanguard Total Intl Bond Index ETF
-39.91%
Shares3.1K
Event2026-03-31
Filed2026-04-24
YUMC
Yum China Hldgs Inc Common
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-24
NTAP
Netapp Inc Com
35.09%
Shares1.4K
Event2026-03-31
Filed2026-04-24
ASML
ASML Holding N V
-2.68%
Shares109
Event2026-03-31
Filed2026-04-24
AMD
Advanced Micro Devices INC CORP COMMON
-25.13%
Shares703
Event2026-03-31
Filed2026-04-24
QQQM
Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf
0.00%
Shares600
Event2026-03-31
Filed2026-04-24
SONY
Sony Corp ADR Amern Sh New
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-24
BMY
Bristol-Myers Squibb Co Com
-10.75%
Shares2.3K
Event2026-03-31
Filed2026-04-24
Aon Plc CLASS A CORP COMMON
Aon Plc CLASS A CORP COMMON
-0.72%
Shares412
Event2026-03-31
Filed2026-04-24
ISRG
Intuitive Surgical Inc
0.00%
Shares288
Event2026-03-31
Filed2026-04-24
TMO
Thermo Fisher Scientific Inc Com
-3.24%
Shares269
Event2026-03-31
Filed2026-04-24
VRT
Vertiv Holdings Co Ordinary Shares - Class A
3.54%
Shares527
Event2026-03-31
Filed2026-04-24
EEM
Ishares Tr Emerg Mkt Index Fund
-23.08%
Shares2.3K
Event2026-03-31
Filed2026-04-24
TT
Trane Technologies Plc CORP COMMON
-2.21%
Shares310
Event2026-03-31
Filed2026-04-24
AOS
A.O. Smith Corp. Ordinary Shares
81.85%
Shares1.9K
Event2026-03-31
Filed2026-04-24
ADM
Archer Daniels Midland Co Com
-0.06%
Shares1.7K
Event2026-03-31
Filed2026-04-24
EW
Edwards Lifesciences Corp COMMON
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-24
XLU
State Street Utilities Select Sector SPDR Etf
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-24
FAF
First American Financial Corp COMMON
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-24
GDX
Vaneck Etf Trust Gold Miners
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-24
IYW
Ishares Trust Dj US Technology Etf
0.00%
Shares655
Event2026-03-31
Filed2026-04-24
WPM
Wheaton Precious Metals Corp Ordinary Shares
0.00%
Shares900
Event2026-03-31
Filed2026-04-24
Arista Networks Inc
Arista Networks Inc
1.12%
Shares903
Event2026-03-31
Filed2026-04-24
VGT
Vanguard Information Technology Etf
6.76%
Shares158
Event2026-03-31
Filed2026-04-24
IYM
Blackrock Institutional Trust Company N.A. Ishares U.S. Basic Materials Etf
0.00%
Shares617
Event2026-03-31
Filed2026-04-24
NOBL
Proshares Trust S&P 500 Dividend Aristocrats Etf
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-24
WFC
Wells Fargo & Co New Com
-19.58%
Shares1.3K
Event2026-03-31
Filed2026-04-24
ELV
Elevance Health Inc Ordinary Shares
-12.50%
Shares350
Event2026-03-31
Filed2026-04-24
TGT
Target Corp Com
-19.54%
Shares840
Event2026-03-31
Filed2026-04-24
LSTR
Landstar System, Inc. Ordinary Shares
-7.33%
Shares632
Event2026-03-31
Filed2026-04-24
GWW
W.W. Grainger Inc. Ordinary Shares
-6.12%
Shares92
Event2026-03-31
Filed2026-04-24
MDY
State Street Spdr S&P Midcap 400ETF Trust
-10.99%
Shares162
Event2026-03-31
Filed2026-04-24
APH
Amphenol Corp New Class A
-2.59%
Shares790
Event2026-03-31
Filed2026-04-24
XLV
State Street Health Care Select Sector Spdr ETF
-1.46%
Shares676
Event2026-03-31
Filed2026-04-24
CDW
Cdw Corp Ordinary Shares
-0.12%
Shares803
Event2026-03-31
Filed2026-04-24
IVW
iShares S&P 500 Growth ETF
0.00%
Shares854
Event2026-03-31
Filed2026-04-24
MU
Micron Technology INC CORP COMMON
-2.73%
Shares285
Event2026-03-31
Filed2026-04-24
NKE
Nike Inc Cl B
-5.01%
Shares1.8K
Event2026-03-31
Filed2026-04-24
DKS
Dicks Sporting Goods Inc Oc-com
-8.69%
Shares473
Event2026-03-31
Filed2026-04-24
LNG
Cheniere Energy Inc. Ordinary Shares
-4.08%
Shares329
Event2026-03-31
Filed2026-04-24
DBEF
Xtrackers Msci Eafe Hedged Equity Etf Hdgd Eqy
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
INGR
Ingredion Inc
-53.97%
Shares812
Event2026-03-31
Filed2026-04-24
WDAY
Workday Inc Ordinary Shares - Class A
0.00%
Shares702
Event2026-03-31
Filed2026-04-24
MKC
Mccormick & Co., Inc. Ordinary Shares (Non Voting)
-28.20%
Shares1.8K
Event2026-03-31
Filed2026-04-24
LITE
Lumentum Holdings Inc Ordinary Shares
New
Shares129
Event2026-03-31
Filed2026-04-24
LECO
Lincoln Electric Holdings Inc
-11.06%
Shares362
Event2026-03-31
Filed2026-04-24
FANG
Diamondback Energy Inc Ordinary Shares
-40.38%
Shares443
Event2026-03-31
Filed2026-04-24
VTES
Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf
32.57%
Shares863
Event2026-03-31
Filed2026-04-24
VTEI
Vanguard Intermediate Tax-Exempt Bond ETF
31.12%
Shares868
Event2026-03-31
Filed2026-04-24
ICE
Intercontinental Exchange Inc Common
0.00%
Shares548
Event2026-03-31
Filed2026-04-24
HON
Honeywell Intl Inc Com
-9.38%
Shares377
Event2026-03-31
Filed2026-04-24
AFL
AFLAC Inc Com
0.00%
Shares771
Event2026-03-31
Filed2026-04-24
WBD
Warner Bros Discovery INC Bros. Srs A CORP COMMON
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-24
RELX
Relx Plc ADR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-24
BND
Vanguard Total Bond Market
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
EQR
Equity Residential Properties Trust Ordinary Shares
New
Shares1.4K
Event2026-03-31
Filed2026-04-24
Gen Digital Inc
Gen Digital Inc
780.87%
Shares4.2K
Event2026-03-31
Filed2026-04-24
AMG
Affiliated Managers Group
0.00%
Shares277
Event2026-03-31
Filed2026-04-24
USMV
Ishares Msci Usa Min Vol Factor Etf Fctr
0.00%
Shares821
Event2026-03-31
Filed2026-04-24
JPST
JPMORGAN Ultra-short Income Etf Ultra Short
-50.22%
Shares1.5K
Event2026-03-31
Filed2026-04-24
COIN
Coinbase Global Inc Ordinary Shares - Class A
32.09%
Shares424
Event2026-03-31
Filed2026-04-24
ARES
Ares Management Corp CLASS A COMMON
-5.59%
Shares676
Event2026-03-31
Filed2026-04-24
FITB
Fifth Third Bancorp CORP COMMON
2523.33%
Shares1.6K
Event2026-03-31
Filed2026-04-24
VSS
Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf
0.00%
Shares500
Event2026-03-31
Filed2026-04-24
NVT
Nvent Electric Plc CORP COMMON
0.00%
Shares590
Event2026-03-31
Filed2026-04-24
MUSA
Murphy USA Inc
-15.06%
Shares141
Event2026-03-31
Filed2026-04-24
ESGD
Ishares Trust Esg Aware Msci Eafe Etf
-9.38%
Shares725
Event2026-03-31
Filed2026-04-24
ACWI
Ishares MSCI ACWI ERTF IV
0.00%
Shares500
Event2026-03-31
Filed2026-04-24
DGRW
Wisdomtree Trust U.S. Quality Dividend Growth Fund
0.00%
Shares787
Event2026-03-31
Filed2026-04-24
SHW
Sherwin Williams CORP COMMON
923.81%
Shares215
Event2026-03-31
Filed2026-04-24
USIG
Blackrock Institutional Trust Company N.A. Ishares Broad USD Investment Grade Corporate Bond Etf
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-24
Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting)
Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting)
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-24
SPSM
State Street SPDR Portfolo S&P 600 Small CapETF
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-24
MCHP
Microchip Technology Inc Common
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-24
OEF
Ishares S&P 100 Index Fund Etf
-4.72%
Shares202
Event2026-03-31
Filed2026-04-24
Barrick Mining Corp. Ordinary Shares
Barrick Mining Corp. Ordinary Shares
426.42%
Shares1.6K
Event2026-03-31
Filed2026-04-24
Marvell Technology Inc Ordinary Shares
Marvell Technology Inc Ordinary Shares
-11.76%
Shares638
Event2026-03-31
Filed2026-04-24
SPMD
Spdr Series Trust State Street Portfolio S&P 400 Mid Cap Etf
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
DTE
DTE Energy Common
-4.95%
Shares422
Event2026-03-31
Filed2026-04-24
PANW
Palo Alto Networks Inc Ordinary Shares
-1.30%
Shares379
Event2026-03-31
Filed2026-04-24
CWB
State Street SPDR Bloomberg Convetible Sec ETF
0.00%
Shares645
Event2026-03-31
Filed2026-04-24
GSL
Global Ship Lease Inc
New
Shares1.6K
Event2026-03-31
Filed2026-04-24
EQIX
Equinix INC Reit CORP COMMON
-13.04%
Shares60
Event2026-03-31
Filed2026-04-24
REGN
Regeneron Pharmaceuticals Inc Common
-1.32%
Shares75
Event2026-03-31
Filed2026-04-24
VXF
Vanguard Extended Markets Index Fund Market Etf
0.00%
Shares276
Event2026-03-31
Filed2026-04-24
JEPI
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf
-33.33%
Shares1.0K
Event2026-03-31
Filed2026-04-24
EA
Electronic Arts
0.00%
Shares275
Event2026-03-31
Filed2026-04-24
WFRD
Weatherford International Plc Ordinary Shares - New
0.00%
Shares589
Event2026-03-31
Filed2026-04-24
EMB
Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf
0.00%
Shares590
Event2026-03-31
Filed2026-04-24
KMI
Kinder Morgan Inc Del
-3.14%
Shares1.6K
Event2026-03-31
Filed2026-04-24
Totalenergies Se Ordinary Shares
Totalenergies Se Ordinary Shares
New
Shares582
Event2026-03-31
Filed2026-04-24
IVE
Ishares S&P 500 Value Etf
-30.22%
Shares254
Event2026-03-31
Filed2026-04-24
IJJ
Ishares Tr S&P Mid-Cap 400 Value ETF
0.00%
Shares402
Event2026-03-31
Filed2026-04-24
ALL
Allstate Corp Common
-78.88%
Shares256
Event2026-03-31
Filed2026-04-24
Cigna Group
Cigna Group
-13.27%
Shares196
Event2026-03-31
Filed2026-04-24
WSM
Williams-Sonoma Inc
203.19%
Shares285
Event2026-03-31
Filed2026-04-24
MLPB
Ubs Ag London Branch Fr Sp Etn Redeem 02/04/2040 USD 25 - Ser B
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
FNDF
Schwab Fundamental International Equity ETF
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-24
IJK
Ishares Tr S&P Mid-Cap 400 Growth ETF
0.00%
Shares504
Event2026-03-31
Filed2026-04-24
ESI
Element Solutions Inc Ordinary Shares
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-24
VYM
Vanguard Whitehall ETF High Dividend Yield
0.00%
Shares340
Event2026-03-31
Filed2026-04-24
ESGE
Ishares Trust Ishare Inc Esg Aware Msci Em Etf
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
CSX
CSX Corp Com
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
HST
Host Hotels & Resorts Inc Ordinary Shares
-1.36%
Shares2.5K
Event2026-03-31
Filed2026-04-24
MINT
Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf
0.00%
Shares459
Event2026-03-31
Filed2026-04-24
SM
Sm Energy Co Ordinary Shares
New
Shares1.5K
Event2026-03-31
Filed2026-04-24
EIX
Edison International CORP COMMON
-6.94%
Shares617
Event2026-03-31
Filed2026-04-24
IFRA
Ishares US Infrastructure Etf
0.00%
Shares789
Event2026-03-31
Filed2026-04-24
ULTA
Ulta Salon Cosmetics & Fragrance Inc Common
0.00%
Shares84
Event2026-03-31
Filed2026-04-24
EXPE
Expedia Inc
2.72%
Shares189
Event2026-03-31
Filed2026-04-24
IVZ
Invesco Ltd Ordinary Shares
53.77%
Shares1.8K
Event2026-03-31
Filed2026-04-24
PSTG
Everpure Inc. Ordinary Shares - Class A
0.00%
Shares738
Event2026-03-31
Filed2026-04-24
GINN
Goldman Sachs Etf Trust Innovate Equity
16.13%
Shares612
Event2026-03-31
Filed2026-04-24
APP
Applovin Corp Ordinary Shares - Class A
7.22%
Shares104
Event2026-03-31
Filed2026-04-24
IWC
Blackrock Institutional Trust Company N.A. Ishares Micro-Cap Etf
0.00%
Shares259
Event2026-03-31
Filed2026-04-24
TRV
Travelers Cos Inc
0.00%
Shares141
Event2026-03-31
Filed2026-04-24
VB
Vanguard Small Cap
0.00%
Shares154
Event2026-03-31
Filed2026-04-24
SLV
ETF Ishares Silver Tr
0.00%
Shares590
Event2026-03-31
Filed2026-04-24
RGLD
Royal Gold Inc
New
Shares152
Event2026-03-31
Filed2026-04-24
DVY
Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf
0.00%
Shares251
Event2026-03-31
Filed2026-04-24
APA Corp (Us) COMMON
APA Corp (Us) COMMON
5.43%
Shares873
Event2026-03-31
Filed2026-04-24
Te Connectivity Plc Registered Shares
Te Connectivity Plc Registered Shares
160.29%
Shares177
Event2026-03-31
Filed2026-04-24
SBR
Sabine Royalty Tr Unit Sh Ben Int
-67.43%
Shares483
Event2026-03-31
Filed2026-04-24
WSO
Watsco INC CORP COMMON
-90.84%
Shares99
Event2026-03-31
Filed2026-04-24
GUNR
Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf
0.00%
Shares648
Event2026-03-31
Filed2026-04-24
ROP
Roper Industries Inc
-41.18%
Shares100
Event2026-03-31
Filed2026-04-24
VFH
Vanguard Group, Inc. Financials Etf
0.00%
Shares291
Event2026-03-31
Filed2026-04-24
PH
Parker-Hannifin Corp Parker Hannifin COMMON
-73.47%
Shares39
Event2026-03-31
Filed2026-04-24
UBER
Uber Technologies Inc Ordinary Shares
4.57%
Shares481
Event2026-03-31
Filed2026-04-24
CRWD
Crowdstrike Holdings Inc Ordinary Shares - Class A
3.53%
Shares88
Event2026-03-31
Filed2026-04-24
DVN
Devon Energy Corp New Com
-32.45%
Shares664
Event2026-03-31
Filed2026-04-24
IEV
Blackrock Institutional Trust Company N.A. Ishares Europe Etf
0.00%
Shares490
Event2026-03-31
Filed2026-04-24
CDNS
Cadence Design Systems Inc
-16.31%
Shares118
Event2026-03-31
Filed2026-04-24
FV
First Trust Exchange-Traded Fund Iii Dorsey Wright Focus 5 Etf
New
Shares535
Event2026-03-31
Filed2026-04-24
XLC
State Street Communication Services Select Spdr Etf
-3.33%
Shares290
Event2026-03-31
Filed2026-04-24
FIX
Comfort Systems Usa, Inc. Ordinary Shares
0.00%
Shares23
Event2026-03-31
Filed2026-04-24
NWSA
News Corp (2013) Cl A
2485.71%
Shares1.3K
Event2026-03-31
Filed2026-04-24
PFG
Principal Financial Group INC CORP COMMON
0.00%
Shares349
Event2026-03-31
Filed2026-04-24
CME
CME Group Inc
135.56%
Shares106
Event2026-03-31
Filed2026-04-24
NSC
Norfolk Southern Corp Com
3.81%
Shares109
Event2026-03-31
Filed2026-04-24
OXY.WS
Occidental Petroleum Corp Eqy Warrant
0.00%
Shares696
Event2026-03-31
Filed2026-04-24
RIO
Rio Tinto PLC Spon ADR
0.00%
Shares320
Event2026-03-31
Filed2026-04-24
IQV
Iqvia Holdings INC CORP COMMON
0.00%
Shares174
Event2026-03-31
Filed2026-04-24
SPOT
Spotify Technology Sa CORP COMMON
0.00%
Shares60
Event2026-03-31
Filed2026-04-24
EWBC
East West Bancorp Inc. Com
0.00%
Shares270
Event2026-03-31
Filed2026-04-24
VLTO
Veralto Corp COMMON
-53.16%
Shares326
Event2026-03-31
Filed2026-04-24
MORN
Morningstar Inc Ordinary Shares
0.00%
Shares170
Event2026-03-31
Filed2026-04-24
AMP
Ameriprise Finl Inc Com
-1.54%
Shares64
Event2026-03-31
Filed2026-04-24
TRP
Tc Energy Corporation Ordinary Shares
-50.00%
Shares453
Event2026-03-31
Filed2026-04-24
SAP
SAP Sponsored
-7.87%
Shares164
Event2026-03-31
Filed2026-04-24
SHOP
Shopify INC CLASS A Sub Vtg CORP COMMON
0.00%
Shares235
Event2026-03-31
Filed2026-04-24
SCZ
Ishares Msci Eafe Small Cap Index Fund Etf
0.00%
Shares352
Event2026-03-31
Filed2026-04-24
EWC
Ishares Msci Canada Index Etf
0.00%
Shares500
Event2026-03-31
Filed2026-04-24
BHP
BHP Billiton Limited ADR
-0.27%
Shares370
Event2026-03-31
Filed2026-04-24
SNX
Td Synnex Corp Ordinary Shares
0.00%
Shares159
Event2026-03-31
Filed2026-04-24
DUOL
Duolingo Inc Ordinary Shares - Class A
New
Shares271
Event2026-03-31
Filed2026-04-24
AA
Alcoa Corp COMMON
0.00%
Shares402
Event2026-03-31
Filed2026-04-24
LHX
L3Harris Technologies Inc
-20.62%
Shares77
Event2026-03-31
Filed2026-04-24
Natwest Group Plc ADR
Natwest Group Plc ADR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
IBKR
Interactive Brokers Group INC CLASS A CORP COMMON
0.00%
Shares384
Event2026-03-31
Filed2026-04-24
POOL
Pool Corp COMMON
-11.81%
Shares127
Event2026-03-31
Filed2026-04-24
SMG
Scotts Miracle-Gro Company Ordinary Shares - Class A
0.00%
Shares422
Event2026-03-31
Filed2026-04-24
IHI
Ishares US Medical Devices ETF
0.00%
Shares450
Event2026-03-31
Filed2026-04-24
SMH
Vaneck Etf Trust Semiconductor
0.00%
Shares62
Event2026-03-31
Filed2026-04-24
HPE
Hewlett Packard Enterprise Co
0.00%
Shares986
Event2026-03-31
Filed2026-04-24
XEL
XCEL Energy Inc Com
0.00%
Shares290
Event2026-03-31
Filed2026-04-24
IBIT
Ishares Bitcoin Trust Etf Beneficial Interest
0.00%
Shares576
Event2026-03-31
Filed2026-04-24
HYG
Ishares Tr Iboxx $ High Yield Corp Bdetf
0.00%
Shares278
Event2026-03-31
Filed2026-04-24
USB
US Bancorp Del Com New
351.61%
Shares420
Event2026-03-31
Filed2026-04-24
CGGO
Capital Group Companies Inc Global Growth Equity Etf
0.00%
Shares630
Event2026-03-31
Filed2026-04-24
KRC
Kilroy Realty Corp. Ordinary Shares
0.00%
Shares740
Event2026-03-31
Filed2026-04-24
THO
Thor Industries, Inc. Ordinary Shares
0.00%
Shares260
Event2026-03-31
Filed2026-04-24
CE
Celanese Corp Series A
-1.90%
Shares309
Event2026-03-31
Filed2026-04-24
AEE
Ameren Corp Com
-4.66%
Shares184
Event2026-03-31
Filed2026-04-24
RSG
Republic Services Inc
104.44%
Shares92
Event2026-03-31
Filed2026-04-24
FTV
Fortive Corp Ordinary Shares
0.00%
Shares364
Event2026-03-31
Filed2026-04-24
LW
Lamb Weston Holdings INC CORP COMMON
-5.75%
Shares475
Event2026-03-31
Filed2026-04-24
PK
Park Hotels & Resorts Inc Ordinary Shares
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
HOOD
Robinhood Markets Inc Ordinary Shares - Class A
14300.00%
Shares288
Event2026-03-31
Filed2026-04-24
ROST
Ross Stores Inc
-52.69%
Shares88
Event2026-03-31
Filed2026-04-24
ROKU
Roku Inc Ordinary Shares - Class A
New
Shares200
Event2026-03-31
Filed2026-04-24
NVO
Novo Nordisk A/S ADR
-5.52%
Shares513
Event2026-03-31
Filed2026-04-24
ARE
Alexandria Real Estate Equities INC Eq Reit CORP COMMON
0.00%
Shares395
Event2026-03-31
Filed2026-04-24
PAYX
Paychex Inc. Com
-15.38%
Shares198
Event2026-03-31
Filed2026-04-24
BBVA
Banco Bilbao Vizcaya Argentaria, SA
0.00%
Shares836
Event2026-03-31
Filed2026-04-24
PINS
Pinterest Inc
13.34%
Shares977
Event2026-03-31
Filed2026-04-24
ING
ING Groep NV Spons ADR
0.00%
Shares659
Event2026-03-31
Filed2026-04-24
XLB
state Street Materials Select Sector SPDR Etf
0.00%
Shares338
Event2026-03-31
Filed2026-04-24
BTI
British American Tobacco
0.00%
Shares288
Event2026-03-31
Filed2026-04-24
IEI
Blackrock Institutional Trust Company N.A. Ishares 3-7 Year Treasury Bond Etf
0.00%
Shares141
Event2026-03-31
Filed2026-04-24
APLE
Apple Hospitality Reit Inc Ordinary Shares
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-24
DECK
Deckers Outdoor Corp
-32.92%
Shares163
Event2026-03-31
Filed2026-04-24
TDIV
First Trust Exchange-Traded Fund Iii Etf Vi Nasdaq Technology Dividend Index
0.00%
Shares174
Event2026-03-31
Filed2026-04-24
NUE
Nucor Corp COMMON
0.00%
Shares94
Event2026-03-31
Filed2026-04-24
TRIP
Tripadvisor Inc. Ordinary Shares
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-24
IWP
Ishares Russell Mid Cap GRW ETF IV
0.00%
Shares120
Event2026-03-31
Filed2026-04-24
DOC
Healthpeak Properties Inc. Ordinary Shares
0.00%
Shares915
Event2026-03-31
Filed2026-04-24
MTSI
Macom Technology Solutions Holdings Inc Ordinary Shares
0.00%
Shares62
Event2026-03-31
Filed2026-04-24
IWS
Ishares Russell Midcap Value
0.00%
Shares94
Event2026-03-31
Filed2026-04-24
HALO
Halozyme Therapeutics Inc. Ordinary Shares
-42.50%
Shares207
Event2026-03-31
Filed2026-04-24
BA
Boeing Co Com
-51.80%
Shares67
Event2026-03-31
Filed2026-04-24
CLX
Clorox Co Del Com
0.00%
Shares128
Event2026-03-31
Filed2026-04-24
COWZ
Pacer Funds Trust US Cash Cows 100 Etf
-42.13%
Shares206
Event2026-03-31
Filed2026-04-24
FTGS
First Trust Exchange-Traded Fund Growth Strength Etf
0.00%
Shares363
Event2026-03-31
Filed2026-04-24
RITM
Rithm Capital Corp COMMON
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-24
WTRG
Essential Utilities Inc Ordinary Shares
-56.33%
Shares293
Event2026-03-31
Filed2026-04-24
EXC
Exelon Corporation
0.00%
Shares240
Event2026-03-31
Filed2026-04-24
VCIT
Vanguard Group, Inc. Intermediate-Term Corporate Bond Etf
-85.01%
Shares142
Event2026-03-31
Filed2026-04-24
IEX
IDEX Corp
0.00%
Shares62
Event2026-03-31
Filed2026-04-24
HYD
Vaneck High Yield Muni Etf
0.00%
Shares229
Event2026-03-31
Filed2026-04-24
TTD
Trade Desk Inc Ordinary Shares - Class A
0.00%
Shares505
Event2026-03-31
Filed2026-04-24
FR
First Industrial Realty Trust, Inc. Ordinary Shares
-55.84%
Shares193
Event2026-03-31
Filed2026-04-24
OGS
One Gas INC CORP COMMON
-70.59%
Shares125
Event2026-03-31
Filed2026-04-24
ACGL
Arch Capital Group Ltd Ordinary Shares
-57.58%
Shares112
Event2026-03-31
Filed2026-04-24
NEM
Newmont Mining Corp
-18.85%
Shares99
Event2026-03-31
Filed2026-04-24
CBOE
CBOE Global Markets Inc
New
Shares38
Event2026-03-31
Filed2026-04-24
SCHA
Schwab US Small-cap Etf Small Cap
0.00%
Shares366
Event2026-03-31
Filed2026-04-24
STRL
Sterling Infrastructure Inc Ordinary Shares
0.00%
Shares26
Event2026-03-31
Filed2026-04-24
PEG
Public Service Enterprise Gr
82.86%
Shares128
Event2026-03-31
Filed2026-04-24
RBC
Rbc Bearings Inc. Ordinary Shares
0.00%
Shares19
Event2026-03-31
Filed2026-04-24
PRIM
Primoris Services Corp Ordinary Shares
0.00%
Shares72
Event2026-03-31
Filed2026-04-24
AWK
American Water Works Co. Inc. Ordinary Shares
-61.58%
Shares73
Event2026-03-31
Filed2026-04-24
RYN
Rayonier INC Reit CORP COMMON
-42.84%
Shares475
Event2026-03-31
Filed2026-04-24
VTR
Ventas Inc Ordinary Shares
New
Shares117
Event2026-03-31
Filed2026-04-24
DFIV
Dimensional Etf Trust International Value
New
Shares175
Event2026-03-31
Filed2026-04-24
SPXC
Spx Technologies Inc Ordinary Shares
0.00%
Shares46
Event2026-03-31
Filed2026-04-24
FG
F&g Annuities & Life Inc Ordinary Shares
New
Shares362
Event2026-03-31
Filed2026-04-24
FTNT
Fortinet INC CORP COMMON
New
Shares112
Event2026-03-31
Filed2026-04-24
MEDP
Medpace Holdings Inc Ordinary Shares
35.71%
Shares19
Event2026-03-31
Filed2026-04-24
A
Agilent Technologies Inc
0.00%
Shares80
Event2026-03-31
Filed2026-04-24
UNM
Unumprovident Corp Com
0.00%
Shares122
Event2026-03-31
Filed2026-04-24
Match Group Inc. Ordinary Shares - New
Match Group Inc. Ordinary Shares - New
-13.95%
Shares290
Event2026-03-31
Filed2026-04-24
APPF
Appfolio Inc Ordinary Shares - Class A
111.54%
Shares55
Event2026-03-31
Filed2026-04-24
SDVY
First Trust Exchange-Traded Fund Vi Smid Cap Rising Dividend Achievers Etf
-47.62%
Shares220
Event2026-03-31
Filed2026-04-24
MMC
Marsh
-25.37%
Shares50
Event2026-03-31
Filed2026-04-24
FIXD
First Trust Exchange-Traded Fund Viii First Trust Smith Opportunistic Fixed Income ETF
0.00%
Shares198
Event2026-03-31
Filed2026-04-24
ELF
e.l.f. Beauty Inc Ordinary Shares
0.00%
Shares141
Event2026-03-31
Filed2026-04-24
SCHW
Schwab Charles Corp New Com
0.00%
Shares90
Event2026-03-31
Filed2026-04-24
XLP
State Street Consumer Staples Select Sector Spdr Etf
0.00%
Shares99
Event2026-03-31
Filed2026-04-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
AMERICAN NATIONAL BANK & TRUST Institutional Holdings, Portfolio & P&L β€” TradeFomo