Sponsored

The Analysis of Arbor Investment Advisors, LLC's Holdings & P&L

Currently, Arbor Investment Advisors, LLC holds 114 types of securities in its portfolio with a total value $768.2M. In the most recent quarter, they have increased their positions in TFLO (+102.8K shares, valued at $5.2M), HBAN (+132.2K shares, valued at $2.1M), JPST (+28.9K shares, valued at $1.5M); decreased their positions in SPY (-1.3K shares, valued at $853.1K), VEA (-7.8K shares, valued at $497.3K), VWO (-5.2K shares, valued at $279.8K); initiated new positions in HBAN (+132.2K shares, valued at $2.1M), GDX (+5.1K shares, valued at $469.1K), PSX (+1.5K shares, valued at $281.8K).

1M P&L

-18.0M-2.61%

3M P&L

-17.3M-2.50%

HY P&L

+15.3M+2.32%

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/A599.1M

95.1%

2Consumer Electronics4.8M

0.8%

3Communication Equipment3.1M

0.5%

Top Industries by Stock Count

1N/A61 stocks

57.5%

2Drug Manufacturers - General3 stocks

2.8%

3Credit Services3 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWB iShares Russell 1000 ETF291.0K shares-0.06%2026-03-312026-04-28

Invesco FTSE RAFI US 1000 ETF Invesco FTSE RAFI US 1000 ETF2.0M shares0.00%2026-03-312026-04-28

VEA Vanguard FTSE Developed Markets ETF1.4M shares-0.53%2026-03-312026-04-28

TFLO iShares Treasury Floating Rate Bond ETF1.3M shares8.32%2026-03-312026-04-28

BSV Vanguard Short-Term Bond ETF628.8K shares2.30%2026-03-312026-04-28

AGG iShares Core U.S. Aggregate Bond ETF407.4K shares1.63%2026-03-312026-04-28

Invesco FTSE RAFI US 1500 Small-Mid ETF Invesco FTSE RAFI US 1500 Small-Mid ETF803.6K shares2.49%2026-03-312026-04-28

TIP iShares TIPS Bond ETF333.1K shares2.19%2026-03-312026-04-28

Sponsored

EFA iShares MSCI EAFE ETF287.7K shares-0.74%2026-03-312026-04-28

VWO Vanguard FTSE Emerging Markets ETF496.7K shares-1.03%2026-03-312026-04-28

JPST JPMorgan Ultra-Short Income ETF443.1K shares6.97%2026-03-312026-04-28

VONE Vanguard Russell 1000 ETF53.3K shares0.66%2026-03-312026-04-28

BND Vanguard Total Bond Market ETF210.5K shares4.75%2026-03-312026-04-28

IWM iShares Russell 2000 ETF44.9K shares-0.49%2026-03-312026-04-28

IWF iShares Russell 1000 Growth ETF24.2K shares-0.50%2026-03-312026-04-28

IEFA iShares Core MSCI EAFE ETF109.3K shares-0.47%2026-03-312026-04-28

Sponsored

IWD iShares Russell 1000 Value ETF37.1K shares0.15%2026-03-312026-04-28

EEM iShares MSCI Emerging Markets ETF107.0K shares-0.33%2026-03-312026-04-28

VT Vanguard Total World Stock Index ETF41.6K shares-0.74%2026-03-312026-04-28

STPZ PIMCO 1-5 Year U.S. TIPS Index ETF96.4K shares2.00%2026-03-312026-04-28

AAPL Apple Inc.18.8K shares2.45%2026-03-312026-04-28

IDEV iShares Core MSCI Intl Developed Markets ETF55.4K shares-1.72%2026-03-312026-04-28

IEMG iShares Core MSCI Emerging Markets ETF65.5K shares-3.25%2026-03-312026-04-28

EMXC iShares MSCI Emerging Markets ex China ETF52.7K shares16.92%2026-03-312026-04-28

Sponsored

MSFT Microsoft Corp.7.5K shares7.56%2026-03-312026-04-28

VTV Vanguard Value ETF12.7K shares-2.38%2026-03-312026-04-28

CSCO Cisco Systems Inc.30.6K shares0.00%2026-03-312026-04-28

VTIP Vanguard Short-Term Inflation-Protected Securities ETF46.9K shares2.93%2026-03-312026-04-28

VTI Vanguard Total Stock Market ETF7.3K shares0.86%2026-03-312026-04-28

Berkshire Hathaway Inc. Cl B Berkshire Hathaway Inc. Cl B4.8K shares0.00%2026-03-312026-04-28

HBAN Huntington Bancshares Incorporated132.2K sharesnew addition2026-03-312026-04-28

COST Costco Wholesale Corp.1.8K shares0.00%2026-03-312026-04-28

Sponsored

VTWO Vanguard Russell 2000 ETF17.6K shares-1.67%2026-03-312026-04-28

VONV Vanguard Russell 1000 Value ETF16.1K shares-6.42%2026-03-312026-04-28

IVV iShares Core S&P 500 ETF2.2K shares0.00%2026-03-312026-04-28

VBR Vanguard Small-Cap Value Index ETF6.3K shares-1.75%2026-03-312026-04-28

ESGV Vanguard ESG U.S. Stock ETF11.4K shares1.87%2026-03-312026-04-28

ASML ASML Holding N.V.965 shares0.00%2026-03-312026-04-28

XOM Exxon Mobil Corp.6.7K shares7.06%2026-03-312026-04-28

SPY SPDR S&P 500 ETF1.7K shares-44.16%2026-03-312026-04-28

Sponsored

DFAI Dimensional International Core Equity Market ETF27.1K shares0.20%2026-03-312026-04-28

MINT PIMCO Enhanced Short Maturity Active ETF10.2K shares6.87%2026-03-312026-04-28

IVW iShares S&P 500 Growth ETF7.7K shares0.00%2026-03-312026-04-28

Alphabet Inc. Cl C Alphabet Inc. Cl C2.9K shares-5.37%2026-03-312026-04-28

VOOV Vanguard S&P 500 Value ETF3.9K shares0.26%2026-03-312026-04-28

GLD SPDR Gold Shares ETF1.8K shares3.59%2026-03-312026-04-28

HD Home Depot Inc.2.4K shares3.01%2026-03-312026-04-28

JMUB JPMorgan Municipal ETF15.7K shares0.00%2026-03-312026-04-28

Sponsored

Duke Energy Corp. Duke Energy Corp.5.9K shares53.72%2026-03-312026-04-28

CAT Caterpillar Inc.1.0K shares0.00%2026-03-312026-04-28

BRK.A Berkshire Hathaway Inc.1 shares0.00%2026-03-312026-04-28

JPM JPMorgan Chase & Co.2.4K shares7.27%2026-03-312026-04-28

STIP iShares 0-5 Year TIPS Bond ETF6.8K shares6.30%2026-03-312026-04-28

MSI Motorola Solutions Inc.1.6K shares0.00%2026-03-312026-04-28

JNJ Johnson & Johnson Inc.2.9K shares3.00%2026-03-312026-04-28

MS Morgan Stanley4.2K shares0.00%2026-03-312026-04-28

Sponsored

VTES Vanguard Short-Term Tax-Exempt Bond ETF6.6K shares0.00%2026-03-312026-04-28

MCD McDonalds Corporation2.0K shares32.72%2026-03-312026-04-28

MKC.V McCormick & Company, Inc.11.3K shares0.00%2026-03-312026-04-28

RTX RTX Corporation3.0K shares10.02%2026-03-312026-04-28

XLE Energy Select Sector SPDR Fund8.9K shares32.90%2026-03-312026-04-28

iShares Gold Trust ETF iShares Gold Trust ETF6.1K shares93.53%2026-03-312026-04-28

GDX VanEck Vectors Gold Miners ETF5.1K sharesnew addition2026-03-312026-04-28

VTHR Vanguard Russell 3000 ETF1.6K shares-2.06%2026-03-312026-04-28

Sponsored

WMT Walmart Inc.3.7K shares42.87%2026-03-312026-04-28

BA Boeing Co.2.3K shares0.00%2026-03-312026-04-28

CVX Chevron Corp.2.2K shares16.11%2026-03-312026-04-28

URTH iShares MSCI World ETF2.5K shares0.00%2026-03-312026-04-28

KO Coca-Cola Co.5.7K shares18.29%2026-03-312026-04-28

Alphabet Inc. Cl A Alphabet Inc. Cl A1.5K shares10.27%2026-03-312026-04-28

PG Procter & Gamble Co.2.9K shares3.81%2026-03-312026-04-28

ABBV AbbVie Inc.1.9K shares32.85%2026-03-312026-04-28

Sponsored

FNDX Schwab Fundamental U.S. Large Company ETF14.6K shares84.70%2026-03-312026-04-28

BAC Bank of America Corp.8.1K shares-1.65%2026-03-312026-04-28

AMZN Amazon.com Inc.1.8K shares0.00%2026-03-312026-04-28

IWO iShares Russell 2000 Growth ETF1.1K shares-0.09%2026-03-312026-04-28

LLY Eli Lilly & Co.373 shares61.47%2026-03-312026-04-28

DSI iShares MSCI KLD 400 Social ETF2.8K shares0.04%2026-03-312026-04-28

DVY iShares Select Dividend ETF2.2K shares-1.16%2026-03-312026-04-28

MA Mastercard Incorporated658 shares6.82%2026-03-312026-04-28

Sponsored

RSPT Invesco S&P 500 Equal Weight Technology ETF7.2K shares0.00%2026-03-312026-04-28

RJF Raymond James Financial Inc.2.2K shares0.00%2026-03-312026-04-28

CMI Cummins Inc.573 shares-32.27%2026-03-312026-04-28

IWR iShares Russell Mid-Cap ETF3.1K shares0.00%2026-03-312026-04-28

ALL Allstate Corporation1.5K shares-2.68%2026-03-312026-04-28

NVDA NVIDIA Corporation1.7K shares8.86%2026-03-312026-04-28

AOA iShares Core 80/20 Aggressive Allocation ETF3.4K shares-21.28%2026-03-312026-04-28

IYH iShares U.S. Healthcare ETF4.8K shares-4.09%2026-03-312026-04-28

Sponsored

XLF Financial Select Sector SPDR Fund5.9K shares4.72%2026-03-312026-04-28

UNP Union Pacific Corp.1.2K shares4.65%2026-03-312026-04-28

PSX Phillips 661.5K sharesnew addition2026-03-312026-04-28

VV Vanguard Large Cap ETF939 shares0.00%2026-03-312026-04-28

ORCL Oracle Corporation1.9K shares-2.11%2026-03-312026-04-28

COF Capital One Financial Corp.1.5K shares0.00%2026-03-312026-04-28

IWP iShares Russell Mid-Cap Growth ETF2.1K shares0.00%2026-03-312026-04-28

TFC Truist Financial Corp.5.7K shares0.00%2026-03-312026-04-28

Sponsored

V Visa Inc.833 shares-2.12%2026-03-312026-04-28

HON Honeywell International Inc.1.1K shares0.00%2026-03-312026-04-28

JMST JPMorgan Ultra-Short Municipal Income ETF4.7K shares0.00%2026-03-312026-04-28

QCLN First Trust NASDAQ Clean Edge Green Energy Idx EFT5.2K shares0.80%2026-03-312026-04-28

VSGX Vanguard ESG International Stock ETF3.3K shares2.45%2026-03-312026-04-28

VOT Vanguard Mid-Cap Growth ETF919 shares0.00%2026-03-312026-04-28

ENB Enbridge Inc.4.4K sharesnew addition2026-03-312026-04-28

EPD Enterprise Products Partners L.P.6.0K sharesnew addition2026-03-312026-04-28

Sponsored

TSLA Tesla Inc.599 shares0.00%2026-03-312026-04-28

IWS iShares Russell Mid-Cap Value ETF1.5K shares0.00%2026-03-312026-04-28

ROST Ross Stores Inc.1.0K shares-44.81%2026-03-312026-04-28

UNH UnitedHealth Group Inc.797 shares-23.73%2026-03-312026-04-28

CMDT PIMCO Commodity Strategy Active ETF6.5K sharesnew addition2026-03-312026-04-28

COP ConocoPhillips1.6K sharesnew addition2026-03-312026-04-28

ITW Illinois Tool Works809 sharesnew addition2026-03-312026-04-28

GE Aerospace GE Aerospace726 sharesnew addition2026-03-312026-04-28

Sponsored

F Ford Motor Company15.8K shares0.14%2026-03-312026-04-28

AHH AH Realty Trust Inc.29.2K shares0.00%2026-03-312026-04-28

IWB

iShares Russell 1000 ETF

-0.06%

Shares291.0K

Event2026-03-31

Filed2026-04-28

Invesco FTSE RAFI US 1000 ETF

0.00%

Shares2.0M

Event2026-03-31

Filed2026-04-28

VEA

Vanguard FTSE Developed Markets ETF

-0.53%

Shares1.4M

Event2026-03-31

Filed2026-04-28

TFLO

iShares Treasury Floating Rate Bond ETF

8.32%

Shares1.3M

Event2026-03-31

Filed2026-04-28

BSV

Vanguard Short-Term Bond ETF

2.30%

Shares628.8K

Event2026-03-31

Filed2026-04-28

AGG

iShares Core U.S. Aggregate Bond ETF

1.63%

Shares407.4K

Event2026-03-31

Filed2026-04-28

Invesco FTSE RAFI US 1500 Small-Mid ETF

2.49%

Shares803.6K

Event2026-03-31

Filed2026-04-28

TIP

iShares TIPS Bond ETF

2.19%

Shares333.1K

Event2026-03-31

Filed2026-04-28

EFA

iShares MSCI EAFE ETF

-0.74%

Shares287.7K

Event2026-03-31

Filed2026-04-28

VWO

Vanguard FTSE Emerging Markets ETF

-1.03%

Shares496.7K

Event2026-03-31

Filed2026-04-28

JPST

JPMorgan Ultra-Short Income ETF

6.97%

Shares443.1K

Event2026-03-31

Filed2026-04-28

VONE

Vanguard Russell 1000 ETF

0.66%

Shares53.3K

Event2026-03-31

Filed2026-04-28

BND

Vanguard Total Bond Market ETF

4.75%

Shares210.5K

Event2026-03-31

Filed2026-04-28

IWM

iShares Russell 2000 ETF

-0.49%

Shares44.9K

Event2026-03-31

Filed2026-04-28

IWF

iShares Russell 1000 Growth ETF

-0.50%

Shares24.2K

Event2026-03-31

Filed2026-04-28

IEFA

iShares Core MSCI EAFE ETF

-0.47%

Shares109.3K

Event2026-03-31

Filed2026-04-28

IWD

iShares Russell 1000 Value ETF

0.15%

Shares37.1K

Event2026-03-31

Filed2026-04-28

EEM

iShares MSCI Emerging Markets ETF

-0.33%

Shares107.0K

Event2026-03-31

Filed2026-04-28

Vanguard Total World Stock Index ETF

-0.74%

Shares41.6K

Event2026-03-31

Filed2026-04-28

STPZ

PIMCO 1-5 Year U.S. TIPS Index ETF

2.00%

Shares96.4K

Event2026-03-31

Filed2026-04-28

AAPL

Apple Inc.

2.45%

Shares18.8K

Event2026-03-31

Filed2026-04-28

IDEV

iShares Core MSCI Intl Developed Markets ETF

-1.72%

Shares55.4K

Event2026-03-31

Filed2026-04-28

IEMG

iShares Core MSCI Emerging Markets ETF

-3.25%

Shares65.5K

Event2026-03-31

Filed2026-04-28

EMXC

iShares MSCI Emerging Markets ex China ETF

16.92%

Shares52.7K

Event2026-03-31

Filed2026-04-28

MSFT

Microsoft Corp.

7.56%

Shares7.5K

Event2026-03-31

Filed2026-04-28

VTV

Vanguard Value ETF

-2.38%

Shares12.7K

Event2026-03-31

Filed2026-04-28

CSCO

Cisco Systems Inc.

0.00%

Shares30.6K

Event2026-03-31

Filed2026-04-28

VTIP

Vanguard Short-Term Inflation-Protected Securities ETF

2.93%

Shares46.9K

Event2026-03-31

Filed2026-04-28

VTI

Vanguard Total Stock Market ETF

0.86%

Shares7.3K

Event2026-03-31

Filed2026-04-28

Berkshire Hathaway Inc. Cl B

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-28

HBAN

Huntington Bancshares Incorporated

New

Shares132.2K

Event2026-03-31

Filed2026-04-28

COST

Costco Wholesale Corp.

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

VTWO

Vanguard Russell 2000 ETF

-1.67%

Shares17.6K

Event2026-03-31

Filed2026-04-28

VONV

Vanguard Russell 1000 Value ETF

-6.42%

Shares16.1K

Event2026-03-31

Filed2026-04-28

IVV

iShares Core S&P 500 ETF

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-28

VBR

Vanguard Small-Cap Value Index ETF

-1.75%

Shares6.3K

Event2026-03-31

Filed2026-04-28

ESGV

Vanguard ESG U.S. Stock ETF

1.87%

Shares11.4K

Event2026-03-31

Filed2026-04-28

ASML

ASML Holding N.V.

0.00%

Shares965

Event2026-03-31

Filed2026-04-28

XOM

Exxon Mobil Corp.

7.06%

Shares6.7K

Event2026-03-31

Filed2026-04-28

SPY

SPDR S&P 500 ETF

-44.16%

Shares1.7K

Event2026-03-31

Filed2026-04-28

DFAI

Dimensional International Core Equity Market ETF

0.20%

Shares27.1K

Event2026-03-31

Filed2026-04-28

MINT

PIMCO Enhanced Short Maturity Active ETF

6.87%

Shares10.2K

Event2026-03-31

Filed2026-04-28

IVW

iShares S&P 500 Growth ETF

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-28

Alphabet Inc. Cl C

-5.37%

Shares2.9K

Event2026-03-31

Filed2026-04-28

VOOV

Vanguard S&P 500 Value ETF

0.26%

Shares3.9K

Event2026-03-31

Filed2026-04-28

GLD

SPDR Gold Shares ETF

3.59%

Shares1.8K

Event2026-03-31

Filed2026-04-28

Home Depot Inc.

3.01%

Shares2.4K

Event2026-03-31

Filed2026-04-28

JMUB

JPMorgan Municipal ETF

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-28

Duke Energy Corp.

53.72%

Shares5.9K

Event2026-03-31

Filed2026-04-28

CAT

Caterpillar Inc.

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-28

BRK.A

Berkshire Hathaway Inc.

0.00%

Shares1

Event2026-03-31

Filed2026-04-28

JPM

JPMorgan Chase & Co.

7.27%

Shares2.4K

Event2026-03-31

Filed2026-04-28

STIP

iShares 0-5 Year TIPS Bond ETF

6.30%

Shares6.8K

Event2026-03-31

Filed2026-04-28

MSI

Motorola Solutions Inc.

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28

JNJ

Johnson & Johnson Inc.

3.00%

Shares2.9K

Event2026-03-31

Filed2026-04-28

Morgan Stanley

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-28

VTES

Vanguard Short-Term Tax-Exempt Bond ETF

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-28

MCD

McDonalds Corporation

32.72%

Shares2.0K

Event2026-03-31

Filed2026-04-28

MKC.V

McCormick & Company, Inc.

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-28

RTX

RTX Corporation

10.02%

Shares3.0K

Event2026-03-31

Filed2026-04-28

XLE

Energy Select Sector SPDR Fund

32.90%

Shares8.9K

Event2026-03-31

Filed2026-04-28

iShares Gold Trust ETF

93.53%

Shares6.1K

Event2026-03-31

Filed2026-04-28

GDX

VanEck Vectors Gold Miners ETF

New

Shares5.1K

Event2026-03-31

Filed2026-04-28

VTHR

Vanguard Russell 3000 ETF

-2.06%

Shares1.6K

Event2026-03-31

Filed2026-04-28

WMT

Walmart Inc.

42.87%

Shares3.7K

Event2026-03-31

Filed2026-04-28

Boeing Co.

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-28

CVX

Chevron Corp.

16.11%

Shares2.2K

Event2026-03-31

Filed2026-04-28

URTH

iShares MSCI World ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

Coca-Cola Co.

18.29%

Shares5.7K

Event2026-03-31

Filed2026-04-28

Alphabet Inc. Cl A

10.27%

Shares1.5K

Event2026-03-31

Filed2026-04-28

Procter & Gamble Co.

3.81%

Shares2.9K

Event2026-03-31

Filed2026-04-28

ABBV

AbbVie Inc.

32.85%

Shares1.9K

Event2026-03-31

Filed2026-04-28

FNDX

Schwab Fundamental U.S. Large Company ETF

84.70%

Shares14.6K

Event2026-03-31

Filed2026-04-28

BAC

Bank of America Corp.

-1.65%

Shares8.1K

Event2026-03-31

Filed2026-04-28

AMZN

Amazon.com Inc.

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

IWO

iShares Russell 2000 Growth ETF

-0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-28

LLY

Eli Lilly & Co.

61.47%

Shares373

Event2026-03-31

Filed2026-04-28

DSI

iShares MSCI KLD 400 Social ETF

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-28

DVY

iShares Select Dividend ETF

-1.16%

Shares2.2K

Event2026-03-31

Filed2026-04-28

Mastercard Incorporated

6.82%

Shares658

Event2026-03-31

Filed2026-04-28

RSPT

Invesco S&P 500 Equal Weight Technology ETF

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-28

RJF

Raymond James Financial Inc.

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-28

CMI

Cummins Inc.

-32.27%

Shares573

Event2026-03-31

Filed2026-04-28

IWR

iShares Russell Mid-Cap ETF

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-28

ALL

Allstate Corporation

-2.68%

Shares1.5K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA Corporation

8.86%

Shares1.7K

Event2026-03-31

Filed2026-04-28

AOA

iShares Core 80/20 Aggressive Allocation ETF

-21.28%

Shares3.4K

Event2026-03-31

Filed2026-04-28

IYH

iShares U.S. Healthcare ETF

-4.09%

Shares4.8K

Event2026-03-31

Filed2026-04-28

XLF

Financial Select Sector SPDR Fund

4.72%

Shares5.9K

Event2026-03-31

Filed2026-04-28

UNP

Union Pacific Corp.

4.65%

Shares1.2K

Event2026-03-31

Filed2026-04-28

PSX

Phillips 66

New

Shares1.5K

Event2026-03-31

Filed2026-04-28

Vanguard Large Cap ETF

0.00%

Shares939

Event2026-03-31

Filed2026-04-28

ORCL

Oracle Corporation

-2.11%

Shares1.9K

Event2026-03-31

Filed2026-04-28

COF

Capital One Financial Corp.

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

IWP

iShares Russell Mid-Cap Growth ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-28

TFC

Truist Financial Corp.

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-28

Visa Inc.

-2.12%

Shares833

Event2026-03-31

Filed2026-04-28

HON

Honeywell International Inc.

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-28

JMST

JPMorgan Ultra-Short Municipal Income ETF

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-28

QCLN

First Trust NASDAQ Clean Edge Green Energy Idx EFT

0.80%

Shares5.2K

Event2026-03-31

Filed2026-04-28

VSGX

Vanguard ESG International Stock ETF

2.45%

Shares3.3K

Event2026-03-31

Filed2026-04-28

VOT

Vanguard Mid-Cap Growth ETF

0.00%

Shares919

Event2026-03-31

Filed2026-04-28

ENB

Enbridge Inc.

New

Shares4.4K

Event2026-03-31

Filed2026-04-28

EPD

Enterprise Products Partners L.P.

New

Shares6.0K

Event2026-03-31

Filed2026-04-28

TSLA

Tesla Inc.

0.00%

Shares599

Event2026-03-31

Filed2026-04-28

IWS

iShares Russell Mid-Cap Value ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

ROST

Ross Stores Inc.

-44.81%

Shares1.0K

Event2026-03-31

Filed2026-04-28

UNH

UnitedHealth Group Inc.

-23.73%

Shares797

Event2026-03-31

Filed2026-04-28

CMDT

PIMCO Commodity Strategy Active ETF

New

Shares6.5K

Event2026-03-31

Filed2026-04-28

COP

ConocoPhillips

New

Shares1.6K

Event2026-03-31

Filed2026-04-28

ITW

Illinois Tool Works

New

Shares809

Event2026-03-31

Filed2026-04-28

GE Aerospace

New

Shares726

Event2026-03-31

Filed2026-04-28

Ford Motor Company

0.14%

Shares15.8K

Event2026-03-31

Filed2026-04-28

AHH

AH Realty Trust Inc.

0.00%

Shares29.2K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available