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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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy736.9K shares4.76%2026-03-312026-04-24
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Berkshire Hathaway Inc Cl B New Berkshire Hathaway Inc Cl B New65.5K shares-0.47%2026-03-312026-04-24
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GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy214.3K shares9.85%2026-03-312026-04-24
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf25.1K shares-4.51%2026-03-312026-04-24
Sponsored
BCD Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf187.1K shares9.82%2026-03-312026-04-24
Sponsored
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg27.2K shares-2.17%2026-03-312026-04-24
Sponsored
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx14.6K shares12.35%2026-03-312026-04-24
Sponsored
Invesco QQQ Trust Series 1 Invsc Srs ETF Invesco QQQ Trust Series 1 Invsc Srs ETF3.7K shares-0.66%2026-03-312026-04-24
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Sponsored
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx14.3K shares5.40%2026-03-312026-04-24
Sponsored
Lam Research Corp. Ordinary Shares Lam Research Corp. Ordinary Shares5.9K shares-1.57%2026-03-312026-04-24
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IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf8.6K shares0.00%2026-03-312026-04-24
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VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf13.4K shares-25.23%2026-03-312026-04-24
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Blackstone Group INC CORP COMMON Blackstone Group INC CORP COMMON5.2K shares-0.23%2026-03-312026-04-24
Seagate Technology Plc Holdings CORP COMMON Seagate Technology Plc Holdings CORP COMMON1.5K shares6.13%2026-03-312026-04-24
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IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf6.5K shares0.00%2026-03-312026-04-24
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Blackrock Funding Inc Ordinary Shares Blackrock Funding Inc Ordinary Shares324 shares-1.52%2026-03-312026-04-24
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Accenture Plc, Dublin Shsclass A Accenture Plc, Dublin Shsclass A1.3K shares-8.56%2026-03-312026-04-24
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Apollo Global Management Inc Ordinary Shares - Class A (New) Apollo Global Management Inc Ordinary Shares - Class A (New)2.2K shares-1.45%2026-03-312026-04-24
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EFG Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Growth Etf2.1K shares0.00%2026-03-312026-04-24
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Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON2.7K shares0.00%2026-03-312026-04-24
Sponsored
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf2.5K shares0.00%2026-03-312026-04-24
Sponsored
CTSH Cognizant Technology Solutions Corp. Ordinary Shares - Class A3.1K shares34.68%2026-03-312026-04-24
SPHY Spdr Series Trust State Street Portfolio High Yield Bond Etf8.0K shares0.00%2026-03-312026-04-24
Sponsored
SUB Blackrock Institutional Trust Company N.A. Ishares Short-Term National Muni Bond Etf1.6K shares-76.82%2026-03-312026-04-24
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Sponsored
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IYM Blackrock Institutional Trust Company N.A. Ishares U.S. Basic Materials Etf617 shares0.00%2026-03-312026-04-24
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Sponsored
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Sponsored
Sponsored
VSS Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf500 shares0.00%2026-03-312026-04-24
Sponsored
USIG Blackrock Institutional Trust Company N.A. Ishares Broad USD Investment Grade Corporate Bond Etf1.3K shares0.00%2026-03-312026-04-24
Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting) Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting)1.7K shares0.00%2026-03-312026-04-24
Sponsored
Barrick Mining Corp. Ordinary Shares Barrick Mining Corp. Ordinary Shares1.6K shares426.42%2026-03-312026-04-24
Marvell Technology Inc Ordinary Shares Marvell Technology Inc Ordinary Shares638 shares-11.76%2026-03-312026-04-24
SPMD Spdr Series Trust State Street Portfolio S&P 400 Mid Cap Etf1.1K shares0.00%2026-03-312026-04-24
Sponsored
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf1.0K shares-33.33%2026-03-312026-04-24
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf590 shares0.00%2026-03-312026-04-24
Totalenergies Se Ordinary Shares Totalenergies Se Ordinary Shares582 sharesnew addition2026-03-312026-04-24
Sponsored
MLPB Ubs Ag London Branch Fr Sp Etn Redeem 02/04/2040 USD 25 - Ser B1.8K shares0.00%2026-03-312026-04-24
Sponsored
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf459 shares0.00%2026-03-312026-04-24
Sponsored
IWC Blackrock Institutional Trust Company N.A. Ishares Micro-Cap Etf259 shares0.00%2026-03-312026-04-24
Sponsored
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf251 shares0.00%2026-03-312026-04-24
Te Connectivity Plc Registered Shares Te Connectivity Plc Registered Shares177 shares160.29%2026-03-312026-04-24
Sponsored
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf648 shares0.00%2026-03-312026-04-24
Sponsored
IEV Blackrock Institutional Trust Company N.A. Ishares Europe Etf490 shares0.00%2026-03-312026-04-24
FV First Trust Exchange-Traded Fund Iii Dorsey Wright Focus 5 Etf535 sharesnew addition2026-03-312026-04-24
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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IEI Blackrock Institutional Trust Company N.A. Ishares 3-7 Year Treasury Bond Etf141 shares0.00%2026-03-312026-04-24
TDIV First Trust Exchange-Traded Fund Iii Etf Vi Nasdaq Technology Dividend Index174 shares0.00%2026-03-312026-04-24
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Sponsored
Match Group Inc. Ordinary Shares - New Match Group Inc. Ordinary Shares - New290 shares-13.95%2026-03-312026-04-24
SDVY First Trust Exchange-Traded Fund Vi Smid Cap Rising Dividend Achievers Etf220 shares-47.62%2026-03-312026-04-24
Sponsored
FIXD First Trust Exchange-Traded Fund Viii First Trust Smith Opportunistic Fixed Income ETF198 shares0.00%2026-03-312026-04-24
Alphabet Inc
-0.58%Alphabet Inc
Shares233.9K
Event2026-03-31
Filed2026-04-24
AAPL
-2.35%Apple Computer Inc
Shares194.2K
Event2026-03-31
Filed2026-04-24
AMZN
-0.55%Amazon Com Inc
Shares196.8K
Event2026-03-31
Filed2026-04-24
GSSC
0.76%GS ActiveBeta US Small Cap
Shares517.4K
Event2026-03-31
Filed2026-04-24
MSFT
0.40%Microsoft Corp Com
Shares99.3K
Event2026-03-31
Filed2026-04-24
Broadcom Inc
0.37%Broadcom Inc
Shares114.9K
Event2026-03-31
Filed2026-04-24
WMT
-0.69%Wal Mart Stores Inc Com
Shares264.5K
Event2026-03-31
Filed2026-04-24
GSIE
4.76%Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy
Shares736.9K
Event2026-03-31
Filed2026-04-24
Berkshire Hathaway Inc Cl B New
-0.47%Berkshire Hathaway Inc Cl B New
Shares65.5K
Event2026-03-31
Filed2026-04-24
JNJ
1.09%Johnson & Johnson Com
Shares93.2K
Event2026-03-31
Filed2026-04-24
LMT
-0.75%Lockheed Martin Corp
Shares37.7K
Event2026-03-31
Filed2026-04-24
COST
-1.01%Costco Wholesale Corp Ordinary Shares
Shares21.7K
Event2026-03-31
Filed2026-04-24
KLAC
-0.65%KLA-Tencor Corp Common
Shares13.9K
Event2026-03-31
Filed2026-04-24
CVX
-0.47%Chevron Corp New Com
Shares95.2K
Event2026-03-31
Filed2026-04-24
CAT
-1.01%Caterpillar Inc Del Com
Shares27.2K
Event2026-03-31
Filed2026-04-24
Linde Plc. Ordinary Shares
0.01%Linde Plc. Ordinary Shares
Shares36.2K
Event2026-03-31
Filed2026-04-24
ABBV
-0.15%Abbvie Inc
Shares79.1K
Event2026-03-31
Filed2026-04-24
JPM
-0.09%JPMorgan Chase & Co Com
Shares56.2K
Event2026-03-31
Filed2026-04-24
V
-1.34%VISA Inc
Shares52.2K
Event2026-03-31
Filed2026-04-24
AMAT
0.11%Applied Materials Inc. Ordinary Shares
Shares43.8K
Event2026-03-31
Filed2026-04-24
LLY
0.65%Lilly Eli & Co Com
Shares16.0K
Event2026-03-31
Filed2026-04-24
NVDA
0.34%Nvidia Corp
Shares78.4K
Event2026-03-31
Filed2026-04-24
LH
-0.98%Labcorp Holdings Inc. Ordinary Shares
Shares50.8K
Event2026-03-31
Filed2026-04-24
VLO
0.26%Valero Energy Corp New Com
Shares54.1K
Event2026-03-31
Filed2026-04-24
HD
-1.13%Home Depot Inc Com
Shares40.1K
Event2026-03-31
Filed2026-04-24
General Dynamics Corp Com
-1.34%General Dynamics Corp Com
Shares36.7K
Event2026-03-31
Filed2026-04-24
AMGN
-1.09%Amgen Inc Com
Shares35.6K
Event2026-03-31
Filed2026-04-24
XOM
3.86%Exxon Mobil Corp Com
Shares73.8K
Event2026-03-31
Filed2026-04-24
VZ
-3.80%Verizon Communications Com
Shares239.2K
Event2026-03-31
Filed2026-04-24
MAR
-0.86%Marriott International INC CLASS A CORP COMMON
Shares36.2K
Event2026-03-31
Filed2026-04-24
SYK
-1.85%Stryker Corp Com
Shares35.2K
Event2026-03-31
Filed2026-04-24
IVV
-0.94%Ishares Core S&P 500 ETF
Shares17.5K
Event2026-03-31
Filed2026-04-24
UNP
-1.27%Union Pac Corp Com
Shares46.6K
Event2026-03-31
Filed2026-04-24
NEE
-0.03%Nextera Energy Inc
Shares106.4K
Event2026-03-31
Filed2026-04-24
AZO
-1.10%Autozone Inc. Ordinary Shares
Shares2.8K
Event2026-03-31
Filed2026-04-24
GEM
9.85%Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy
Shares214.3K
Event2026-03-31
Filed2026-04-24
General Electric
-4.35%General Electric
Shares31.6K
Event2026-03-31
Filed2026-04-24
IWB
-4.51%Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf
Shares25.1K
Event2026-03-31
Filed2026-04-24
Medtronic Plc, Dublin Shs
-1.39%Medtronic Plc, Dublin Shs
Shares100.8K
Event2026-03-31
Filed2026-04-24
PG
-5.06%Procter & Gamble Co Com
Shares60.1K
Event2026-03-31
Filed2026-04-24
APD
-13.98%Air Products & Chemicals Inc
Shares27.7K
Event2026-03-31
Filed2026-04-24
IJH
-0.03%Ishares Tr Core S&P Mid-Cap ETF
Shares105.7K
Event2026-03-31
Filed2026-04-24
INTU
-2.98%Intuit Common
Shares16.5K
Event2026-03-31
Filed2026-04-24
BCD
9.82%Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf
Shares187.1K
Event2026-03-31
Filed2026-04-24
DIS
-1.02%Disney Walt Co Com
Shares66.1K
Event2026-03-31
Filed2026-04-24
GPIQ
37.44%Goldman Sachs Etf Trust Nasdaq-100 Premium Income
Shares125.1K
Event2026-03-31
Filed2026-04-24
SPY
-3.25%State Street SPDR S&P 500 ETF Trust
Shares9.0K
Event2026-03-31
Filed2026-04-24
MCD
-0.48%McDonalds Corp Com
Shares18.3K
Event2026-03-31
Filed2026-04-24
Alphabet Inc Cap Stk Cl C
-0.24%Alphabet Inc Cap Stk Cl C
Shares17.7K
Event2026-03-31
Filed2026-04-24
DIA
-5.58%State Street SPDR Dow Jones Indl Average ETF Trust
Shares10.8K
Event2026-03-31
Filed2026-04-24
PLTR
199.91%Palantir Technologies Inc Ordinary Shares - Class A
Shares28.1K
Event2026-03-31
Filed2026-04-24
META
40.37%Meta Platforms Inc Ordinary Shares - Class A
Shares6.9K
Event2026-03-31
Filed2026-04-24
PEP
-69.91%Pepsico Inc Com
Shares23.9K
Event2026-03-31
Filed2026-04-24
GSLC
-2.17%Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg
Shares27.2K
Event2026-03-31
Filed2026-04-24
XLRE
-12.87%State Street Real Estate Select Sector SPDR Etf
Shares82.5K
Event2026-03-31
Filed2026-04-24
Merck & Co Inc New
-9.17%Merck & Co Inc New
Shares27.0K
Event2026-03-31
Filed2026-04-24
FTEC
12.35%Fidelity Msci Information Technology Index Etf Infor Tech Indx
Shares14.6K
Event2026-03-31
Filed2026-04-24
AAAU
157.67%Goldman Sachs Physical Gold Etf Trust
Shares65.6K
Event2026-03-31
Filed2026-04-24
Duke Energy Corp New
-1.51%Duke Energy Corp New
Shares22.8K
Event2026-03-31
Filed2026-04-24
IJR
-0.28%Ishares Tr Sp Smallcap 600 Index F
Shares23.4K
Event2026-03-31
Filed2026-04-24
BRK.A
0.00%Berkshire Hathaway Inc Del Cl A
Shares4
Event2026-03-31
Filed2026-04-24
AGG
-2.42%Ishares Core Total US Bond
Shares28.7K
Event2026-03-31
Filed2026-04-24
IBM
-3.52%International Business Mach Com
Shares11.1K
Event2026-03-31
Filed2026-04-24
MA
1.95%Mastercard Inc
Shares5.2K
Event2026-03-31
Filed2026-04-24
LOW
-2.07%Lowes Cos Inc Com
Shares10.3K
Event2026-03-31
Filed2026-04-24
RTX
-0.81%RTX Corporation
Shares12.2K
Event2026-03-31
Filed2026-04-24
MSI
-1.49%Motorola Solutions Inc Com New
Shares5.2K
Event2026-03-31
Filed2026-04-24
Invesco QQQ Trust Series 1 Invsc Srs ETF
-0.66%Invesco QQQ Trust Series 1 Invsc Srs ETF
Shares3.7K
Event2026-03-31
Filed2026-04-24
ITW
-4.34%Illinois Works Inc Com
Shares7.9K
Event2026-03-31
Filed2026-04-24
CNP
0.00%Centerpoint Energy Inc
Shares47.2K
Event2026-03-31
Filed2026-04-24
ORI
-0.15%Old Republic International Corp COMMON
Shares45.1K
Event2026-03-31
Filed2026-04-24
DGX
-2.34%Quest Diagnostics, Inc. Ordinary Shares
Shares8.9K
Event2026-03-31
Filed2026-04-24
COP
2.96%Conocophillips Com
Shares13.2K
Event2026-03-31
Filed2026-04-24
YUM
-0.22%Yum Brands Inc Com
Shares11.1K
Event2026-03-31
Filed2026-04-24
TMUS
2064.12%T-Mobile US INC T Mobile CORP COMMON
Shares8.2K
Event2026-03-31
Filed2026-04-24
SCHI
12.36%Schwab 5-10 Year Corporate Bond Etf 5 10 Corp
Shares74.3K
Event2026-03-31
Filed2026-04-24
FAST
-2.09%Fastenal CO CORP COMMON
Shares35.7K
Event2026-03-31
Filed2026-04-24
VGSH
13.74%Vanguard Group, Inc. Short-Term Treasury Etf
Shares27.7K
Event2026-03-31
Filed2026-04-24
VCSH
13.15%Vanguard Short-term Corporate Bd ETF
Shares20.3K
Event2026-03-31
Filed2026-04-24
UNH
-4.99%Unitedhealth Group Inc Com
Shares5.7K
Event2026-03-31
Filed2026-04-24
EPD
-1.50%LP Enterprise Partners
Shares39.5K
Event2026-03-31
Filed2026-04-24
WM
3.91%Waste Mgmt Inc Del Com
Shares6.4K
Event2026-03-31
Filed2026-04-24
WELL
4.62%Welltower INC CORP COMMON
Shares7.4K
Event2026-03-31
Filed2026-04-24
KR
26.13%Kroger Co Com
Shares19.5K
Event2026-03-31
Filed2026-04-24
FCOM
10.10%Fidelity Msci Communication Services Index Etf Comm Srv
Shares20.7K
Event2026-03-31
Filed2026-04-24
FDIS
5.40%Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx
Shares14.3K
Event2026-03-31
Filed2026-04-24
FIDU
5.47%Fidelity Msci Industrials Index Etf Indx
Shares15.2K
Event2026-03-31
Filed2026-04-24
ADP
-2.76%Automatic Data Processing Incom
Shares6.5K
Event2026-03-31
Filed2026-04-24
T
-0.66%AT&T Inc
Shares45.2K
Event2026-03-31
Filed2026-04-24
MPC
-0.30%Marathon Petroleum Corp
Shares5.4K
Event2026-03-31
Filed2026-04-24
Lam Research Corp. Ordinary Shares
-1.57%Lam Research Corp. Ordinary Shares
Shares5.9K
Event2026-03-31
Filed2026-04-24
EOG
-10.56%EOG Resources Inc Com
Shares8.2K
Event2026-03-31
Filed2026-04-24
GLW
13.44%Corning Inc Com
Shares8.7K
Event2026-03-31
Filed2026-04-24
Ishares Gold Trust Etf
-0.07%Ishares Gold Trust Etf
Shares13.4K
Event2026-03-31
Filed2026-04-24
PLD
-0.17%Prologis Inc
Shares8.8K
Event2026-03-31
Filed2026-04-24
IJS
0.00%Ishares Trust S&P Smallcap 600 Value Index FD
Shares9.8K
Event2026-03-31
Filed2026-04-24
Eaton Corp PLC
-0.87%Eaton Corp PLC
Shares3.2K
Event2026-03-31
Filed2026-04-24
GRMN
-2.49%Garmin LTD
Shares4.8K
Event2026-03-31
Filed2026-04-24
AMT
3.27%American Tower Corp Reit
Shares6.4K
Event2026-03-31
Filed2026-04-24
FHLC
14.04%Fidelity Msci Health Care Index Etf Indx
Shares15.7K
Event2026-03-31
Filed2026-04-24
NOC
-2.28%Northrop Grumman Corp Com
Shares1.6K
Event2026-03-31
Filed2026-04-24
PKG
3.36%Packaging Corp Of America COMMON
Shares5.1K
Event2026-03-31
Filed2026-04-24
IWM
0.00%Ishares Tr Russell 2000
Shares4.2K
Event2026-03-31
Filed2026-04-24
TSLA
-0.22%Tesla Mtrs Inc
Shares2.8K
Event2026-03-31
Filed2026-04-24
FNCL
5.65%Fidelity Msci Financials Index Etf Indx
Shares14.6K
Event2026-03-31
Filed2026-04-24
BAC
-1.34%Bank of America Corporation Com
Shares21.0K
Event2026-03-31
Filed2026-04-24
TXN
-18.38%Texas Instrs Inc Com
Shares5.2K
Event2026-03-31
Filed2026-04-24
FCX
71.25%Freeport-McMoran Inc.
Shares16.7K
Event2026-03-31
Filed2026-04-24
ALLE
-1.64%Allegion Plc CORP COMMON
Shares6.6K
Event2026-03-31
Filed2026-04-24
MMM
0.00%3M Co Com
Shares6.5K
Event2026-03-31
Filed2026-04-24
VONG
-0.06%Vanguard Russell 1000 Growth Etf
Shares8.6K
Event2026-03-31
Filed2026-04-24
IWD
-0.45%Ishares Russell 1000 Value Index Fund
Shares4.4K
Event2026-03-31
Filed2026-04-24
MO
-0.56%Altria Group Inc Com
Shares14.1K
Event2026-03-31
Filed2026-04-24
EFA
0.00%Ishares Msci Eafe Index Fund
Shares9.0K
Event2026-03-31
Filed2026-04-24
VTI
-3.59%Vanguard Total Stock Market
Shares2.7K
Event2026-03-31
Filed2026-04-24
PM
2.60%Philip Morris Intl Inc
Shares5.2K
Event2026-03-31
Filed2026-04-24
ORCL
-8.59%Oracle Corp Com
Shares5.9K
Event2026-03-31
Filed2026-04-24
CL
-1.15%Colgate Palmolive Co Com
Shares10.0K
Event2026-03-31
Filed2026-04-24
IWR
0.00%Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf
Shares8.6K
Event2026-03-31
Filed2026-04-24
CMI
-1.62%Cummins Inc
Shares1.5K
Event2026-03-31
Filed2026-04-24
FSTA
-1.65%Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx
Shares15.6K
Event2026-03-31
Filed2026-04-24
ABT
10.32%Abbott Labs Com
Shares7.8K
Event2026-03-31
Filed2026-04-24
AXP
-0.16%American Express Co Com
Shares2.6K
Event2026-03-31
Filed2026-04-24
SUI
0.00%Sun Communities, Inc. Ordinary Shares
Shares6.0K
Event2026-03-31
Filed2026-04-24
VTV
-1.01%Vanguard Value Index Fund Etf
Shares3.6K
Event2026-03-31
Filed2026-04-24
PNR
-1.15%Pentair PLC
Shares8.1K
Event2026-03-31
Filed2026-04-24
O
0.00%Realty Income Corp
Shares11.6K
Event2026-03-31
Filed2026-04-24
TROW
-8.68%T. Rowe Price Group INC T CORP COMMON
Shares7.7K
Event2026-03-31
Filed2026-04-24
FMAT
61.69%Fidelity Covington Trust Msci Materials Index Etf
Shares12.0K
Event2026-03-31
Filed2026-04-24
OMC
-20.94%Omnicom Group INC CORP COMMON
Shares9.1K
Event2026-03-31
Filed2026-04-24
ITOT
14.63%Ishares 1500 Index Fund
Shares4.8K
Event2026-03-31
Filed2026-04-24
VTEB
-25.23%Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf
Shares13.4K
Event2026-03-31
Filed2026-04-24
FUTY
4.12%Fidelity Msci Utilities Index Etf Indx
Shares10.9K
Event2026-03-31
Filed2026-04-24
OXY
-0.46%Occidental Pete Corp Del Com
Shares9.9K
Event2026-03-31
Filed2026-04-24
CTAS
-3.66%Cintas Corp Common
Shares3.8K
Event2026-03-31
Filed2026-04-24
FENY
-18.71%Fidelity Msci Energy Index Etf Indx
Shares18.7K
Event2026-03-31
Filed2026-04-24
PFE
-8.20%Pfizer Inc Com
Shares22.2K
Event2026-03-31
Filed2026-04-24
RF
-4.45%Regions Financial Corp. Ordinary Shares
Shares23.8K
Event2026-03-31
Filed2026-04-24
SO
-8.21%Southern Company
Shares6.3K
Event2026-03-31
Filed2026-04-24
Blackstone Group INC CORP COMMON
-0.23%Blackstone Group INC CORP COMMON
Shares5.2K
Event2026-03-31
Filed2026-04-24
Seagate Technology Plc Holdings CORP COMMON
6.13%Seagate Technology Plc Holdings CORP COMMON
Shares1.5K
Event2026-03-31
Filed2026-04-24
CMCSA
-1.10%Comcast Corp
Shares20.4K
Event2026-03-31
Filed2026-04-24
OTIS
4.55%Otis Worldwide Corp COMMON
Shares7.6K
Event2026-03-31
Filed2026-04-24
MAS
-4.19%Masco Corp COMMON
Shares9.5K
Event2026-03-31
Filed2026-04-24
OKE
23.13%Oneok Inc New Com
Shares6.2K
Event2026-03-31
Filed2026-04-24
MS
-1.03%Morgan Stanley CORP COMMON
Shares3.4K
Event2026-03-31
Filed2026-04-24
BIP
0.00%Brookfield Infrastructure Partners L.P Unit
Shares15.1K
Event2026-03-31
Filed2026-04-24
NOW
-6.16%Servicenow Inc Common
Shares5.2K
Event2026-03-31
Filed2026-04-24
CINF
0.00%Cincinnati Financial Corp. Ordinary Shares
Shares3.4K
Event2026-03-31
Filed2026-04-24
QCOM
-23.18%Qualcomm Inc Com
Shares4.1K
Event2026-03-31
Filed2026-04-24
DMLP
-9.66%Dorchester Minerals Lpcom Units
Shares19.2K
Event2026-03-31
Filed2026-04-24
DHR
-0.37%Danaher Corp Com
Shares2.7K
Event2026-03-31
Filed2026-04-24
GILD
-1.24%Gilead Sciences Inc. Com
Shares3.6K
Event2026-03-31
Filed2026-04-24
HSY
-4.29%The Hershey Company
Shares2.2K
Event2026-03-31
Filed2026-04-24
NDAQ
0.00%Nasdaq Stock Market
Shares5.4K
Event2026-03-31
Filed2026-04-24
ADBE
-38.34%Adobe Sys Inc Com
Shares1.9K
Event2026-03-31
Filed2026-04-24
IEMG
0.00%Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf
Shares6.5K
Event2026-03-31
Filed2026-04-24
KMB
-5.81%Kimberly Clark Corp Com
Shares4.7K
Event2026-03-31
Filed2026-04-24
CTRA
-6.73%Coterra Energy Inc.
Shares12.5K
Event2026-03-31
Filed2026-04-24
MPWR
-3.39%Monolithic Power Systems INC CORP COMMON
Shares399
Event2026-03-31
Filed2026-04-24
INTC
-0.54%Intel Corp Com
Shares9.7K
Event2026-03-31
Filed2026-04-24
IWN
0.00%CEF Ishares Russell 2000 Value
Shares2.3K
Event2026-03-31
Filed2026-04-24
GVIP
-9.93%Goldman Sachs Hedge Ind VIP ETF
Shares2.9K
Event2026-03-31
Filed2026-04-24
VICI
4.66%Vici Properties Inc Ordinary Shares
Shares15.3K
Event2026-03-31
Filed2026-04-24
MPLX
-2.06%Mplx Lp COMMON Unt
Shares7.1K
Event2026-03-31
Filed2026-04-24
MCY
0.00%Mercury General Corp COMMON
Shares4.5K
Event2026-03-31
Filed2026-04-24
CSCO
20.45%Cisco Sys Inc Com
Shares4.9K
Event2026-03-31
Filed2026-04-24
TSM
-2.37%Taiwan Semiconductor Mfg Co LTD
Shares1.1K
Event2026-03-31
Filed2026-04-24
QUAL
0.00%Ishares Msci Usa Quality Factor Etf Qlty Fact
Shares2.0K
Event2026-03-31
Filed2026-04-24
VEA
-1.69%Vanguard Ftse Developed Market ETF
Shares5.8K
Event2026-03-31
Filed2026-04-24
RMD
-1.52%Resmed INC CORP COMMON
Shares1.6K
Event2026-03-31
Filed2026-04-24
ARCC
0.00%Ares Capital Corp COMMON
Shares20.0K
Event2026-03-31
Filed2026-04-24
OHI
1.76%Omega Healthcare Investors, Inc. Ordinary Shares
Shares8.2K
Event2026-03-31
Filed2026-04-24
MCO
-1.33%Moodys Corp Common
Shares818
Event2026-03-31
Filed2026-04-24
SCCO
2623.68%Southern Copper Corp
Shares2.1K
Event2026-03-31
Filed2026-04-24
TJX
-1.29%TJX Cos Inc New Com
Shares2.2K
Event2026-03-31
Filed2026-04-24
DPZ
-2.97%Dominos Pizza Inc Ordinary Shares
Shares980
Event2026-03-31
Filed2026-04-24
HAL
0.00%Halliburton Co Com
Shares9.0K
Event2026-03-31
Filed2026-04-24
CPB
2.56%Campbells Co (The) Ordinary Shares
Shares15.6K
Event2026-03-31
Filed2026-04-24
WMB
-2.06%Williams Cos Inc Del Com
Shares4.8K
Event2026-03-31
Filed2026-04-24
XLI
-0.48%State Street Select Industrial SelectSector Spdr Etf
Shares2.1K
Event2026-03-31
Filed2026-04-24
VNQ
-5.12%Vanguard REIT Viper VNQ
Shares3.7K
Event2026-03-31
Filed2026-04-24
ZTS
35.78%Zoetis
Shares2.8K
Event2026-03-31
Filed2026-04-24
MFC
0.00%Manulife Finl Corp Common
Shares9.4K
Event2026-03-31
Filed2026-04-24
BSX
-3.61%Boston Scientific Corp Com
Shares5.1K
Event2026-03-31
Filed2026-04-24
ROK
-1.55%Rockwell Automation Inc Common
Shares888
Event2026-03-31
Filed2026-04-24
MAIN
0.00%Main Street Capital Corporation Ordinary Shares
Shares6.0K
Event2026-03-31
Filed2026-04-24
DE
-2.09%Deere & Co Com
Shares561
Event2026-03-31
Filed2026-04-24
BKNG
0.00%Booking Holdings Inc
Shares75
Event2026-03-31
Filed2026-04-24
Blackrock Funding Inc Ordinary Shares
-1.52%Blackrock Funding Inc Ordinary Shares
Shares324
Event2026-03-31
Filed2026-04-24
KO
114.16%Coca Cola Co Com
Shares4.1K
Event2026-03-31
Filed2026-04-24
BF.B
-7.79%Brown-Forman Corp Brown Forman CLASS B COMMON
Shares11.6K
Event2026-03-31
Filed2026-04-24
NFLX
2.58%Netflix Inc. Ordinary Shares
Shares3.2K
Event2026-03-31
Filed2026-04-24
SDY
-6.94%State Street SPDR S&P Dividend ETF
Shares2.0K
Event2026-03-31
Filed2026-04-24
DELL
-10.48%Dell Technologies INC CLASS C CORP COMMON
Shares1.8K
Event2026-03-31
Filed2026-04-24
VO
-4.19%Vanguard Mid-cap Index Fund Mid Cap Etf
Shares984
Event2026-03-31
Filed2026-04-24
GEV
-63.67%Ge Vernova INC CORP COMMON
Shares323
Event2026-03-31
Filed2026-04-24
FNF
-0.79%Fidelity National Title Group
Shares6.1K
Event2026-03-31
Filed2026-04-24
CBT
0.00%Cabot Corp COMMON
Shares3.7K
Event2026-03-31
Filed2026-04-24
EMR
11.50%Emerson Elec Co Com
Shares2.1K
Event2026-03-31
Filed2026-04-24
Vanguard S&P 500 ETF
-6.11%Vanguard S&P 500 ETF
Shares461
Event2026-03-31
Filed2026-04-24
NVS
0.00%Novartis AG Spnsrd ADR
Shares1.8K
Event2026-03-31
Filed2026-04-24
ORLY
-1.76%OReilly Auto Inc New
Shares3.0K
Event2026-03-31
Filed2026-04-24
CEG
-1.64%Constellation Energy Corporation Ordinary Shares
Shares958
Event2026-03-31
Filed2026-04-24
Accenture Plc, Dublin Shsclass A
-8.56%Accenture Plc, Dublin Shsclass A
Shares1.3K
Event2026-03-31
Filed2026-04-24
ET
-7.43%Energy Transfer Partners LP
Shares13.8K
Event2026-03-31
Filed2026-04-24
IEFA
-0.79%Ishares Tr Core Msci Eafe Etf
Shares2.9K
Event2026-03-31
Filed2026-04-24
NXST
-9.43%Nexstar Media Group, Inc.
Shares1.4K
Event2026-03-31
Filed2026-04-24
GTY
0.00%Getty Realty Corp. Ordinary Shares
Shares8.0K
Event2026-03-31
Filed2026-04-24
VHT
0.00%Vanguard Health Care Etf
Shares935
Event2026-03-31
Filed2026-04-24
XLF
-0.39%State Street Financial Select Sector SPDR ETF
Shares5.2K
Event2026-03-31
Filed2026-04-24
XLY
-1.82%State Street Consumer Discretinary Select Sec Spdr Etf
Shares2.3K
Event2026-03-31
Filed2026-04-24
Apollo Global Management Inc Ordinary Shares - Class A (New)
-1.45%Apollo Global Management Inc Ordinary Shares - Class A (New)
Shares2.2K
Event2026-03-31
Filed2026-04-24
NXPI
22.96%NXP Semiconductors N.v., Eindhoven Shs
Shares1.3K
Event2026-03-31
Filed2026-04-24
IWF
-2.05%Ishares Russell 1000 Growth
Shares573
Event2026-03-31
Filed2026-04-24
EFV
0.00%Ishares Msci Value Index Fund Eafe Etf
Shares3.3K
Event2026-03-31
Filed2026-04-24
MET
-1.62%Metlife Inc Com
Shares3.4K
Event2026-03-31
Filed2026-04-24
EFG
0.00%Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Growth Etf
Shares2.1K
Event2026-03-31
Filed2026-04-24
IDA
-2.23%Idacorp Inc
Shares1.6K
Event2026-03-31
Filed2026-04-24
PGR
0.00%Progressive Corp COMMON
Shares1.2K
Event2026-03-31
Filed2026-04-24
AJG
-3.24%Arthur J Gallagher & CO CORP COMMON
Shares1.0K
Event2026-03-31
Filed2026-04-24
UI
-15.88%Ubiquiti INC CORP COMMON
Shares286
Event2026-03-31
Filed2026-04-24
CRM
-13.09%Salesforce Inc Ordinary Shares
Shares1.2K
Event2026-03-31
Filed2026-04-24
CAH
-2.14%Cardinal Health Inc Com
Shares1.1K
Event2026-03-31
Filed2026-04-24
SBUX
-6.83%Starbucks Corp Com
Shares2.5K
Event2026-03-31
Filed2026-04-24
AEP
234.12%American Elec Pwr Inc Com
Shares1.7K
Event2026-03-31
Filed2026-04-24
GLD
-4.62%SPDR Gold Trust
Shares516
Event2026-03-31
Filed2026-04-24
PAA
-3.93%Plains All American Pipeline
Shares9.8K
Event2026-03-31
Filed2026-04-24
PRU
-3.10%Prudential Finl Inc Com
Shares2.2K
Event2026-03-31
Filed2026-04-24
ADI
52.02%Analog Devices Inc Com
Shares678
Event2026-03-31
Filed2026-04-24
XLE
0.00%State Street Energy Select Sector Spdr Etf
Shares3.5K
Event2026-03-31
Filed2026-04-24
Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON
0.00%Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON
Shares2.7K
Event2026-03-31
Filed2026-04-24
XLK
-1.56%State Street Technology Select Sect SPDR Etf
Shares1.6K
Event2026-03-31
Filed2026-04-24
HP INC
-22.82%HP INC
Shares10.9K
Event2026-03-31
Filed2026-04-24
VUG
-5.00%Vanguard Growth Index Fund Etf
Shares475
Event2026-03-31
Filed2026-04-24
ENB
0.00%Enbridge INC CORP COMMON
Shares3.8K
Event2026-03-31
Filed2026-04-24
MDLZ
-2.84%Mondelez International Cl A
Shares3.6K
Event2026-03-31
Filed2026-04-24
IMCG
0.00%Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf
Shares2.5K
Event2026-03-31
Filed2026-04-24
CF
-10.78%CF Industries Holdings, Inc
Shares1.5K
Event2026-03-31
Filed2026-04-24
CB
-3.83%Chubb Limited
Shares603
Event2026-03-31
Filed2026-04-24
WES
-5.06%Western Midstream Partners Lp COMMON Unt
Shares4.7K
Event2026-03-31
Filed2026-04-24
CTSH
34.68%Cognizant Technology Solutions Corp. Ordinary Shares - Class A
Shares3.1K
Event2026-03-31
Filed2026-04-24
SUN
-6.32%Sunoco Lp Unit
Shares3.0K
Event2026-03-31
Filed2026-04-24
MNST
3.39%Monster Beverage Corp New
Shares2.6K
Event2026-03-31
Filed2026-04-24
SNA
-4.44%Snap On Inc Common
Shares517
Event2026-03-31
Filed2026-04-24
SPHY
0.00%Spdr Series Trust State Street Portfolio High Yield Bond Etf
Shares8.0K
Event2026-03-31
Filed2026-04-24
Citigroup Inc Com New
-0.30%Citigroup Inc Com New
Shares1.6K
Event2026-03-31
Filed2026-04-24
HWM
0.00%Howmet Aerospace INC CORP COMMON
Shares800
Event2026-03-31
Filed2026-04-24
SYY
-7.10%Sysco Corp Com
Shares2.5K
Event2026-03-31
Filed2026-04-24
TRGP
-3.38%Targa Resources Corp COMMON
Shares715
Event2026-03-31
Filed2026-04-24
AG
0.00%First Majestic Silver Corporation Ordinary Shares
Shares8.0K
Event2026-03-31
Filed2026-04-24
SUB
-76.82%Blackrock Institutional Trust Company N.A. Ishares Short-Term National Muni Bond Etf
Shares1.6K
Event2026-03-31
Filed2026-04-24
OGE
0.00%OGE Energy Corp
Shares3.4K
Event2026-03-31
Filed2026-04-24
GGG
-7.03%Graco INC CORP COMMON
Shares1.9K
Event2026-03-31
Filed2026-04-24
OZK
-2.79%Bank Ozk CORP COMMON
Shares3.5K
Event2026-03-31
Filed2026-04-24
BC
-2.59%Brunswick Corp. Ordinary Shares
Shares2.2K
Event2026-03-31
Filed2026-04-24
PSX
-1.25%Phillips 66
Shares868
Event2026-03-31
Filed2026-04-24
COF
0.00%Capital One Finl Corp Com
Shares834
Event2026-03-31
Filed2026-04-24
SPGI
-3.26%S&P Global INC CORP COMMON
Shares356
Event2026-03-31
Filed2026-04-24
GS
-2.73%Goldman Sachs Group Inc Com
Shares178
Event2026-03-31
Filed2026-04-24
DTM
-5.53%Dt Midstream INC CORP COMMON
Shares1.1K
Event2026-03-31
Filed2026-04-24
BNDX
-39.91%Vanguard Total Intl Bond Index ETF
Shares3.1K
Event2026-03-31
Filed2026-04-24
YUMC
0.00%Yum China Hldgs Inc Common
Shares3.0K
Event2026-03-31
Filed2026-04-24
NTAP
35.09%Netapp Inc Com
Shares1.4K
Event2026-03-31
Filed2026-04-24
ASML
-2.68%ASML Holding N V
Shares109
Event2026-03-31
Filed2026-04-24
AMD
-25.13%Advanced Micro Devices INC CORP COMMON
Shares703
Event2026-03-31
Filed2026-04-24
QQQM
0.00%Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf
Shares600
Event2026-03-31
Filed2026-04-24
SONY
0.00%Sony Corp ADR Amern Sh New
Shares6.6K
Event2026-03-31
Filed2026-04-24
BMY
-10.75%Bristol-Myers Squibb Co Com
Shares2.3K
Event2026-03-31
Filed2026-04-24
Aon Plc CLASS A CORP COMMON
-0.72%Aon Plc CLASS A CORP COMMON
Shares412
Event2026-03-31
Filed2026-04-24
ISRG
0.00%Intuitive Surgical Inc
Shares288
Event2026-03-31
Filed2026-04-24
TMO
-3.24%Thermo Fisher Scientific Inc Com
Shares269
Event2026-03-31
Filed2026-04-24
VRT
3.54%Vertiv Holdings Co Ordinary Shares - Class A
Shares527
Event2026-03-31
Filed2026-04-24
EEM
-23.08%Ishares Tr Emerg Mkt Index Fund
Shares2.3K
Event2026-03-31
Filed2026-04-24
TT
-2.21%Trane Technologies Plc CORP COMMON
Shares310
Event2026-03-31
Filed2026-04-24
AOS
81.85%A.O. Smith Corp. Ordinary Shares
Shares1.9K
Event2026-03-31
Filed2026-04-24
ADM
-0.06%Archer Daniels Midland Co Com
Shares1.7K
Event2026-03-31
Filed2026-04-24
EW
0.00%Edwards Lifesciences Corp COMMON
Shares1.5K
Event2026-03-31
Filed2026-04-24
XLU
0.00%State Street Utilities Select Sector SPDR Etf
Shares2.6K
Event2026-03-31
Filed2026-04-24
FAF
0.00%First American Financial Corp COMMON
Shares2.0K
Event2026-03-31
Filed2026-04-24
GDX
0.00%Vaneck Etf Trust Gold Miners
Shares1.3K
Event2026-03-31
Filed2026-04-24
IYW
0.00%Ishares Trust Dj US Technology Etf
Shares655
Event2026-03-31
Filed2026-04-24
WPM
0.00%Wheaton Precious Metals Corp Ordinary Shares
Shares900
Event2026-03-31
Filed2026-04-24
Arista Networks Inc
1.12%Arista Networks Inc
Shares903
Event2026-03-31
Filed2026-04-24
VGT
6.76%Vanguard Information Technology Etf
Shares158
Event2026-03-31
Filed2026-04-24
IYM
0.00%Blackrock Institutional Trust Company N.A. Ishares U.S. Basic Materials Etf
Shares617
Event2026-03-31
Filed2026-04-24
NOBL
0.00%Proshares Trust S&P 500 Dividend Aristocrats Etf
Shares1.0K
Event2026-03-31
Filed2026-04-24
WFC
-19.58%Wells Fargo & Co New Com
Shares1.3K
Event2026-03-31
Filed2026-04-24
ELV
-12.50%Elevance Health Inc Ordinary Shares
Shares350
Event2026-03-31
Filed2026-04-24
TGT
-19.54%Target Corp Com
Shares840
Event2026-03-31
Filed2026-04-24
LSTR
-7.33%Landstar System, Inc. Ordinary Shares
Shares632
Event2026-03-31
Filed2026-04-24
GWW
-6.12%W.W. Grainger Inc. Ordinary Shares
Shares92
Event2026-03-31
Filed2026-04-24
MDY
-10.99%State Street Spdr S&P Midcap 400ETF Trust
Shares162
Event2026-03-31
Filed2026-04-24
APH
-2.59%Amphenol Corp New Class A
Shares790
Event2026-03-31
Filed2026-04-24
XLV
-1.46%State Street Health Care Select Sector Spdr ETF
Shares676
Event2026-03-31
Filed2026-04-24
CDW
-0.12%Cdw Corp Ordinary Shares
Shares803
Event2026-03-31
Filed2026-04-24
IVW
0.00%iShares S&P 500 Growth ETF
Shares854
Event2026-03-31
Filed2026-04-24
MU
-2.73%Micron Technology INC CORP COMMON
Shares285
Event2026-03-31
Filed2026-04-24
NKE
-5.01%Nike Inc Cl B
Shares1.8K
Event2026-03-31
Filed2026-04-24
DKS
-8.69%Dicks Sporting Goods Inc Oc-com
Shares473
Event2026-03-31
Filed2026-04-24
LNG
-4.08%Cheniere Energy Inc. Ordinary Shares
Shares329
Event2026-03-31
Filed2026-04-24
DBEF
0.00%Xtrackers Msci Eafe Hedged Equity Etf Hdgd Eqy
Shares1.9K
Event2026-03-31
Filed2026-04-24
INGR
-53.97%Ingredion Inc
Shares812
Event2026-03-31
Filed2026-04-24
WDAY
0.00%Workday Inc Ordinary Shares - Class A
Shares702
Event2026-03-31
Filed2026-04-24
MKC
-28.20%Mccormick & Co., Inc. Ordinary Shares (Non Voting)
Shares1.8K
Event2026-03-31
Filed2026-04-24
LITE
NewLumentum Holdings Inc Ordinary Shares
Shares129
Event2026-03-31
Filed2026-04-24
LECO
-11.06%Lincoln Electric Holdings Inc
Shares362
Event2026-03-31
Filed2026-04-24
FANG
-40.38%Diamondback Energy Inc Ordinary Shares
Shares443
Event2026-03-31
Filed2026-04-24
VTES
32.57%Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf
Shares863
Event2026-03-31
Filed2026-04-24
VTEI
31.12%Vanguard Intermediate Tax-Exempt Bond ETF
Shares868
Event2026-03-31
Filed2026-04-24
ICE
0.00%Intercontinental Exchange Inc Common
Shares548
Event2026-03-31
Filed2026-04-24
HON
-9.38%Honeywell Intl Inc Com
Shares377
Event2026-03-31
Filed2026-04-24
AFL
0.00%AFLAC Inc Com
Shares771
Event2026-03-31
Filed2026-04-24
WBD
0.00%Warner Bros Discovery INC Bros. Srs A CORP COMMON
Shares3.0K
Event2026-03-31
Filed2026-04-24
RELX
0.00%Relx Plc ADR
Shares2.5K
Event2026-03-31
Filed2026-04-24
BND
0.00%Vanguard Total Bond Market
Shares1.1K
Event2026-03-31
Filed2026-04-24
EQR
NewEquity Residential Properties Trust Ordinary Shares
Shares1.4K
Event2026-03-31
Filed2026-04-24
Gen Digital Inc
780.87%Gen Digital Inc
Shares4.2K
Event2026-03-31
Filed2026-04-24
AMG
0.00%Affiliated Managers Group
Shares277
Event2026-03-31
Filed2026-04-24
USMV
0.00%Ishares Msci Usa Min Vol Factor Etf Fctr
Shares821
Event2026-03-31
Filed2026-04-24
JPST
-50.22%JPMORGAN Ultra-short Income Etf Ultra Short
Shares1.5K
Event2026-03-31
Filed2026-04-24
COIN
32.09%Coinbase Global Inc Ordinary Shares - Class A
Shares424
Event2026-03-31
Filed2026-04-24
ARES
-5.59%Ares Management Corp CLASS A COMMON
Shares676
Event2026-03-31
Filed2026-04-24
FITB
2523.33%Fifth Third Bancorp CORP COMMON
Shares1.6K
Event2026-03-31
Filed2026-04-24
VSS
0.00%Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf
Shares500
Event2026-03-31
Filed2026-04-24
NVT
0.00%Nvent Electric Plc CORP COMMON
Shares590
Event2026-03-31
Filed2026-04-24
MUSA
-15.06%Murphy USA Inc
Shares141
Event2026-03-31
Filed2026-04-24
ESGD
-9.38%Ishares Trust Esg Aware Msci Eafe Etf
Shares725
Event2026-03-31
Filed2026-04-24
ACWI
0.00%Ishares MSCI ACWI ERTF IV
Shares500
Event2026-03-31
Filed2026-04-24
DGRW
0.00%Wisdomtree Trust U.S. Quality Dividend Growth Fund
Shares787
Event2026-03-31
Filed2026-04-24
SHW
923.81%Sherwin Williams CORP COMMON
Shares215
Event2026-03-31
Filed2026-04-24
USIG
0.00%Blackrock Institutional Trust Company N.A. Ishares Broad USD Investment Grade Corporate Bond Etf
Shares1.3K
Event2026-03-31
Filed2026-04-24
Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting)
0.00%Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting)
Shares1.7K
Event2026-03-31
Filed2026-04-24
SPSM
0.00%State Street SPDR Portfolo S&P 600 Small CapETF
Shares1.3K
Event2026-03-31
Filed2026-04-24
MCHP
0.00%Microchip Technology Inc Common
Shares1.0K
Event2026-03-31
Filed2026-04-24
OEF
-4.72%Ishares S&P 100 Index Fund Etf
Shares202
Event2026-03-31
Filed2026-04-24
Barrick Mining Corp. Ordinary Shares
426.42%Barrick Mining Corp. Ordinary Shares
Shares1.6K
Event2026-03-31
Filed2026-04-24
Marvell Technology Inc Ordinary Shares
-11.76%Marvell Technology Inc Ordinary Shares
Shares638
Event2026-03-31
Filed2026-04-24
SPMD
0.00%Spdr Series Trust State Street Portfolio S&P 400 Mid Cap Etf
Shares1.1K
Event2026-03-31
Filed2026-04-24
DTE
-4.95%DTE Energy Common
Shares422
Event2026-03-31
Filed2026-04-24
PANW
-1.30%Palo Alto Networks Inc Ordinary Shares
Shares379
Event2026-03-31
Filed2026-04-24
CWB
0.00%State Street SPDR Bloomberg Convetible Sec ETF
Shares645
Event2026-03-31
Filed2026-04-24
GSL
NewGlobal Ship Lease Inc
Shares1.6K
Event2026-03-31
Filed2026-04-24
EQIX
-13.04%Equinix INC Reit CORP COMMON
Shares60
Event2026-03-31
Filed2026-04-24
REGN
-1.32%Regeneron Pharmaceuticals Inc Common
Shares75
Event2026-03-31
Filed2026-04-24
VXF
0.00%Vanguard Extended Markets Index Fund Market Etf
Shares276
Event2026-03-31
Filed2026-04-24
JEPI
-33.33%J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf
Shares1.0K
Event2026-03-31
Filed2026-04-24
EA
0.00%Electronic Arts
Shares275
Event2026-03-31
Filed2026-04-24
WFRD
0.00%Weatherford International Plc Ordinary Shares - New
Shares589
Event2026-03-31
Filed2026-04-24
EMB
0.00%Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf
Shares590
Event2026-03-31
Filed2026-04-24
KMI
-3.14%Kinder Morgan Inc Del
Shares1.6K
Event2026-03-31
Filed2026-04-24
Totalenergies Se Ordinary Shares
NewTotalenergies Se Ordinary Shares
Shares582
Event2026-03-31
Filed2026-04-24
IVE
-30.22%Ishares S&P 500 Value Etf
Shares254
Event2026-03-31
Filed2026-04-24
IJJ
0.00%Ishares Tr S&P Mid-Cap 400 Value ETF
Shares402
Event2026-03-31
Filed2026-04-24
ALL
-78.88%Allstate Corp Common
Shares256
Event2026-03-31
Filed2026-04-24
Cigna Group
-13.27%Cigna Group
Shares196
Event2026-03-31
Filed2026-04-24
WSM
203.19%Williams-Sonoma Inc
Shares285
Event2026-03-31
Filed2026-04-24
MLPB
0.00%Ubs Ag London Branch Fr Sp Etn Redeem 02/04/2040 USD 25 - Ser B
Shares1.8K
Event2026-03-31
Filed2026-04-24
FNDF
0.00%Schwab Fundamental International Equity ETF
Shares1.0K
Event2026-03-31
Filed2026-04-24
IJK
0.00%Ishares Tr S&P Mid-Cap 400 Growth ETF
Shares504
Event2026-03-31
Filed2026-04-24
ESI
0.00%Element Solutions Inc Ordinary Shares
Shares1.5K
Event2026-03-31
Filed2026-04-24
VYM
0.00%Vanguard Whitehall ETF High Dividend Yield
Shares340
Event2026-03-31
Filed2026-04-24
ESGE
0.00%Ishares Trust Ishare Inc Esg Aware Msci Em Etf
Shares1.1K
Event2026-03-31
Filed2026-04-24
CSX
0.00%CSX Corp Com
Shares1.2K
Event2026-03-31
Filed2026-04-24
HST
-1.36%Host Hotels & Resorts Inc Ordinary Shares
Shares2.5K
Event2026-03-31
Filed2026-04-24
MINT
0.00%Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf
Shares459
Event2026-03-31
Filed2026-04-24
SM
NewSm Energy Co Ordinary Shares
Shares1.5K
Event2026-03-31
Filed2026-04-24
EIX
-6.94%Edison International CORP COMMON
Shares617
Event2026-03-31
Filed2026-04-24
IFRA
0.00%Ishares US Infrastructure Etf
Shares789
Event2026-03-31
Filed2026-04-24
ULTA
0.00%Ulta Salon Cosmetics & Fragrance Inc Common
Shares84
Event2026-03-31
Filed2026-04-24
EXPE
2.72%Expedia Inc
Shares189
Event2026-03-31
Filed2026-04-24
IVZ
53.77%Invesco Ltd Ordinary Shares
Shares1.8K
Event2026-03-31
Filed2026-04-24
PSTG
0.00%Everpure Inc. Ordinary Shares - Class A
Shares738
Event2026-03-31
Filed2026-04-24
GINN
16.13%Goldman Sachs Etf Trust Innovate Equity
Shares612
Event2026-03-31
Filed2026-04-24
APP
7.22%Applovin Corp Ordinary Shares - Class A
Shares104
Event2026-03-31
Filed2026-04-24
IWC
0.00%Blackrock Institutional Trust Company N.A. Ishares Micro-Cap Etf
Shares259
Event2026-03-31
Filed2026-04-24
TRV
0.00%Travelers Cos Inc
Shares141
Event2026-03-31
Filed2026-04-24
VB
0.00%Vanguard Small Cap
Shares154
Event2026-03-31
Filed2026-04-24
SLV
0.00%ETF Ishares Silver Tr
Shares590
Event2026-03-31
Filed2026-04-24
RGLD
NewRoyal Gold Inc
Shares152
Event2026-03-31
Filed2026-04-24
DVY
0.00%Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf
Shares251
Event2026-03-31
Filed2026-04-24
APA Corp (Us) COMMON
5.43%APA Corp (Us) COMMON
Shares873
Event2026-03-31
Filed2026-04-24
Te Connectivity Plc Registered Shares
160.29%Te Connectivity Plc Registered Shares
Shares177
Event2026-03-31
Filed2026-04-24
SBR
-67.43%Sabine Royalty Tr Unit Sh Ben Int
Shares483
Event2026-03-31
Filed2026-04-24
WSO
-90.84%Watsco INC CORP COMMON
Shares99
Event2026-03-31
Filed2026-04-24
GUNR
0.00%Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf
Shares648
Event2026-03-31
Filed2026-04-24
ROP
-41.18%Roper Industries Inc
Shares100
Event2026-03-31
Filed2026-04-24
VFH
0.00%Vanguard Group, Inc. Financials Etf
Shares291
Event2026-03-31
Filed2026-04-24
PH
-73.47%Parker-Hannifin Corp Parker Hannifin COMMON
Shares39
Event2026-03-31
Filed2026-04-24
UBER
4.57%Uber Technologies Inc Ordinary Shares
Shares481
Event2026-03-31
Filed2026-04-24
CRWD
3.53%Crowdstrike Holdings Inc Ordinary Shares - Class A
Shares88
Event2026-03-31
Filed2026-04-24
DVN
-32.45%Devon Energy Corp New Com
Shares664
Event2026-03-31
Filed2026-04-24
IEV
0.00%Blackrock Institutional Trust Company N.A. Ishares Europe Etf
Shares490
Event2026-03-31
Filed2026-04-24
CDNS
-16.31%Cadence Design Systems Inc
Shares118
Event2026-03-31
Filed2026-04-24
FV
NewFirst Trust Exchange-Traded Fund Iii Dorsey Wright Focus 5 Etf
Shares535
Event2026-03-31
Filed2026-04-24
XLC
-3.33%State Street Communication Services Select Spdr Etf
Shares290
Event2026-03-31
Filed2026-04-24
FIX
0.00%Comfort Systems Usa, Inc. Ordinary Shares
Shares23
Event2026-03-31
Filed2026-04-24
NWSA
2485.71%News Corp (2013) Cl A
Shares1.3K
Event2026-03-31
Filed2026-04-24
PFG
0.00%Principal Financial Group INC CORP COMMON
Shares349
Event2026-03-31
Filed2026-04-24
CME
135.56%CME Group Inc
Shares106
Event2026-03-31
Filed2026-04-24
NSC
3.81%Norfolk Southern Corp Com
Shares109
Event2026-03-31
Filed2026-04-24
OXY.WS
0.00%Occidental Petroleum Corp Eqy Warrant
Shares696
Event2026-03-31
Filed2026-04-24
RIO
0.00%Rio Tinto PLC Spon ADR
Shares320
Event2026-03-31
Filed2026-04-24
IQV
0.00%Iqvia Holdings INC CORP COMMON
Shares174
Event2026-03-31
Filed2026-04-24
SPOT
0.00%Spotify Technology Sa CORP COMMON
Shares60
Event2026-03-31
Filed2026-04-24
EWBC
0.00%East West Bancorp Inc. Com
Shares270
Event2026-03-31
Filed2026-04-24
VLTO
-53.16%Veralto Corp COMMON
Shares326
Event2026-03-31
Filed2026-04-24
MORN
0.00%Morningstar Inc Ordinary Shares
Shares170
Event2026-03-31
Filed2026-04-24
AMP
-1.54%Ameriprise Finl Inc Com
Shares64
Event2026-03-31
Filed2026-04-24
TRP
-50.00%Tc Energy Corporation Ordinary Shares
Shares453
Event2026-03-31
Filed2026-04-24
SAP
-7.87%SAP Sponsored
Shares164
Event2026-03-31
Filed2026-04-24
SHOP
0.00%Shopify INC CLASS A Sub Vtg CORP COMMON
Shares235
Event2026-03-31
Filed2026-04-24
SCZ
0.00%Ishares Msci Eafe Small Cap Index Fund Etf
Shares352
Event2026-03-31
Filed2026-04-24
EWC
0.00%Ishares Msci Canada Index Etf
Shares500
Event2026-03-31
Filed2026-04-24
BHP
-0.27%BHP Billiton Limited ADR
Shares370
Event2026-03-31
Filed2026-04-24
SNX
0.00%Td Synnex Corp Ordinary Shares
Shares159
Event2026-03-31
Filed2026-04-24
DUOL
NewDuolingo Inc Ordinary Shares - Class A
Shares271
Event2026-03-31
Filed2026-04-24
AA
0.00%Alcoa Corp COMMON
Shares402
Event2026-03-31
Filed2026-04-24
LHX
-20.62%L3Harris Technologies Inc
Shares77
Event2026-03-31
Filed2026-04-24
Natwest Group Plc ADR
0.00%Natwest Group Plc ADR
Shares1.8K
Event2026-03-31
Filed2026-04-24
IBKR
0.00%Interactive Brokers Group INC CLASS A CORP COMMON
Shares384
Event2026-03-31
Filed2026-04-24
POOL
-11.81%Pool Corp COMMON
Shares127
Event2026-03-31
Filed2026-04-24
SMG
0.00%Scotts Miracle-Gro Company Ordinary Shares - Class A
Shares422
Event2026-03-31
Filed2026-04-24
IHI
0.00%Ishares US Medical Devices ETF
Shares450
Event2026-03-31
Filed2026-04-24
SMH
0.00%Vaneck Etf Trust Semiconductor
Shares62
Event2026-03-31
Filed2026-04-24
HPE
0.00%Hewlett Packard Enterprise Co
Shares986
Event2026-03-31
Filed2026-04-24
XEL
0.00%XCEL Energy Inc Com
Shares290
Event2026-03-31
Filed2026-04-24
IBIT
0.00%Ishares Bitcoin Trust Etf Beneficial Interest
Shares576
Event2026-03-31
Filed2026-04-24
HYG
0.00%Ishares Tr Iboxx $ High Yield Corp Bdetf
Shares278
Event2026-03-31
Filed2026-04-24
USB
351.61%US Bancorp Del Com New
Shares420
Event2026-03-31
Filed2026-04-24
CGGO
0.00%Capital Group Companies Inc Global Growth Equity Etf
Shares630
Event2026-03-31
Filed2026-04-24
KRC
0.00%Kilroy Realty Corp. Ordinary Shares
Shares740
Event2026-03-31
Filed2026-04-24
THO
0.00%Thor Industries, Inc. Ordinary Shares
Shares260
Event2026-03-31
Filed2026-04-24
CE
-1.90%Celanese Corp Series A
Shares309
Event2026-03-31
Filed2026-04-24
AEE
-4.66%Ameren Corp Com
Shares184
Event2026-03-31
Filed2026-04-24
RSG
104.44%Republic Services Inc
Shares92
Event2026-03-31
Filed2026-04-24
FTV
0.00%Fortive Corp Ordinary Shares
Shares364
Event2026-03-31
Filed2026-04-24
LW
-5.75%Lamb Weston Holdings INC CORP COMMON
Shares475
Event2026-03-31
Filed2026-04-24
PK
0.00%Park Hotels & Resorts Inc Ordinary Shares
Shares1.9K
Event2026-03-31
Filed2026-04-24
HOOD
14300.00%Robinhood Markets Inc Ordinary Shares - Class A
Shares288
Event2026-03-31
Filed2026-04-24
ROST
-52.69%Ross Stores Inc
Shares88
Event2026-03-31
Filed2026-04-24
ROKU
NewRoku Inc Ordinary Shares - Class A
Shares200
Event2026-03-31
Filed2026-04-24
NVO
-5.52%Novo Nordisk A/S ADR
Shares513
Event2026-03-31
Filed2026-04-24
ARE
0.00%Alexandria Real Estate Equities INC Eq Reit CORP COMMON
Shares395
Event2026-03-31
Filed2026-04-24
PAYX
-15.38%Paychex Inc. Com
Shares198
Event2026-03-31
Filed2026-04-24
BBVA
0.00%Banco Bilbao Vizcaya Argentaria, SA
Shares836
Event2026-03-31
Filed2026-04-24
PINS
13.34%Pinterest Inc
Shares977
Event2026-03-31
Filed2026-04-24
ING
0.00%ING Groep NV Spons ADR
Shares659
Event2026-03-31
Filed2026-04-24
XLB
0.00%state Street Materials Select Sector SPDR Etf
Shares338
Event2026-03-31
Filed2026-04-24
BTI
0.00%British American Tobacco
Shares288
Event2026-03-31
Filed2026-04-24
IEI
0.00%Blackrock Institutional Trust Company N.A. Ishares 3-7 Year Treasury Bond Etf
Shares141
Event2026-03-31
Filed2026-04-24
APLE
0.00%Apple Hospitality Reit Inc Ordinary Shares
Shares1.4K
Event2026-03-31
Filed2026-04-24
DECK
-32.92%Deckers Outdoor Corp
Shares163
Event2026-03-31
Filed2026-04-24
TDIV
0.00%First Trust Exchange-Traded Fund Iii Etf Vi Nasdaq Technology Dividend Index
Shares174
Event2026-03-31
Filed2026-04-24
NUE
0.00%Nucor Corp COMMON
Shares94
Event2026-03-31
Filed2026-04-24
TRIP
0.00%Tripadvisor Inc. Ordinary Shares
Shares1.5K
Event2026-03-31
Filed2026-04-24
IWP
0.00%Ishares Russell Mid Cap GRW ETF IV
Shares120
Event2026-03-31
Filed2026-04-24
DOC
0.00%Healthpeak Properties Inc. Ordinary Shares
Shares915
Event2026-03-31
Filed2026-04-24
MTSI
0.00%Macom Technology Solutions Holdings Inc Ordinary Shares
Shares62
Event2026-03-31
Filed2026-04-24
IWS
0.00%Ishares Russell Midcap Value
Shares94
Event2026-03-31
Filed2026-04-24
HALO
-42.50%Halozyme Therapeutics Inc. Ordinary Shares
Shares207
Event2026-03-31
Filed2026-04-24
BA
-51.80%Boeing Co Com
Shares67
Event2026-03-31
Filed2026-04-24
CLX
0.00%Clorox Co Del Com
Shares128
Event2026-03-31
Filed2026-04-24
COWZ
-42.13%Pacer Funds Trust US Cash Cows 100 Etf
Shares206
Event2026-03-31
Filed2026-04-24
FTGS
0.00%First Trust Exchange-Traded Fund Growth Strength Etf
Shares363
Event2026-03-31
Filed2026-04-24
RITM
0.00%Rithm Capital Corp COMMON
Shares1.3K
Event2026-03-31
Filed2026-04-24
WTRG
-56.33%Essential Utilities Inc Ordinary Shares
Shares293
Event2026-03-31
Filed2026-04-24
EXC
0.00%Exelon Corporation
Shares240
Event2026-03-31
Filed2026-04-24
VCIT
-85.01%Vanguard Group, Inc. Intermediate-Term Corporate Bond Etf
Shares142
Event2026-03-31
Filed2026-04-24
IEX
0.00%IDEX Corp
Shares62
Event2026-03-31
Filed2026-04-24
HYD
0.00%Vaneck High Yield Muni Etf
Shares229
Event2026-03-31
Filed2026-04-24
TTD
0.00%Trade Desk Inc Ordinary Shares - Class A
Shares505
Event2026-03-31
Filed2026-04-24
FR
-55.84%First Industrial Realty Trust, Inc. Ordinary Shares
Shares193
Event2026-03-31
Filed2026-04-24
OGS
-70.59%One Gas INC CORP COMMON
Shares125
Event2026-03-31
Filed2026-04-24
ACGL
-57.58%Arch Capital Group Ltd Ordinary Shares
Shares112
Event2026-03-31
Filed2026-04-24
NEM
-18.85%Newmont Mining Corp
Shares99
Event2026-03-31
Filed2026-04-24
CBOE
NewCBOE Global Markets Inc
Shares38
Event2026-03-31
Filed2026-04-24
SCHA
0.00%Schwab US Small-cap Etf Small Cap
Shares366
Event2026-03-31
Filed2026-04-24
STRL
0.00%Sterling Infrastructure Inc Ordinary Shares
Shares26
Event2026-03-31
Filed2026-04-24
PEG
82.86%Public Service Enterprise Gr
Shares128
Event2026-03-31
Filed2026-04-24
RBC
0.00%Rbc Bearings Inc. Ordinary Shares
Shares19
Event2026-03-31
Filed2026-04-24
PRIM
0.00%Primoris Services Corp Ordinary Shares
Shares72
Event2026-03-31
Filed2026-04-24
AWK
-61.58%American Water Works Co. Inc. Ordinary Shares
Shares73
Event2026-03-31
Filed2026-04-24
RYN
-42.84%Rayonier INC Reit CORP COMMON
Shares475
Event2026-03-31
Filed2026-04-24
VTR
NewVentas Inc Ordinary Shares
Shares117
Event2026-03-31
Filed2026-04-24
DFIV
NewDimensional Etf Trust International Value
Shares175
Event2026-03-31
Filed2026-04-24
SPXC
0.00%Spx Technologies Inc Ordinary Shares
Shares46
Event2026-03-31
Filed2026-04-24
FG
NewF&g Annuities & Life Inc Ordinary Shares
Shares362
Event2026-03-31
Filed2026-04-24
FTNT
NewFortinet INC CORP COMMON
Shares112
Event2026-03-31
Filed2026-04-24
MEDP
35.71%Medpace Holdings Inc Ordinary Shares
Shares19
Event2026-03-31
Filed2026-04-24
A
0.00%Agilent Technologies Inc
Shares80
Event2026-03-31
Filed2026-04-24
UNM
0.00%Unumprovident Corp Com
Shares122
Event2026-03-31
Filed2026-04-24
Match Group Inc. Ordinary Shares - New
-13.95%Match Group Inc. Ordinary Shares - New
Shares290
Event2026-03-31
Filed2026-04-24
APPF
111.54%Appfolio Inc Ordinary Shares - Class A
Shares55
Event2026-03-31
Filed2026-04-24
SDVY
-47.62%First Trust Exchange-Traded Fund Vi Smid Cap Rising Dividend Achievers Etf
Shares220
Event2026-03-31
Filed2026-04-24
MMC
-25.37%Marsh
Shares50
Event2026-03-31
Filed2026-04-24
FIXD
0.00%First Trust Exchange-Traded Fund Viii First Trust Smith Opportunistic Fixed Income ETF
Shares198
Event2026-03-31
Filed2026-04-24
ELF
0.00%e.l.f. Beauty Inc Ordinary Shares
Shares141
Event2026-03-31
Filed2026-04-24
SCHW
0.00%Schwab Charles Corp New Com
Shares90
Event2026-03-31
Filed2026-04-24
XLP
0.00%State Street Consumer Staples Select Sector Spdr Etf
Shares99
Event2026-03-31
Filed2026-04-24
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