Sponsored

The Analysis of Argent Advisors, Inc.'s Holdings & P&L

Currently, Argent Advisors, Inc. holds 173 types of securities in its portfolio with a total value $366.2M. In the most recent quarter, they have increased their positions in AVUV (+117.7K shares, valued at $13.0M), N/A (+96.4K shares, valued at $2.6M), NEM (+17.2K shares, valued at $1.9M); decreased their positions in IWM (-50.1K shares, valued at $12.4M), PNC (-7.8K shares, valued at $1.6M), SHV (-10.0K shares, valued at $1.1M); initiated new positions in AVUV (+117.7K shares, valued at $13.0M), N/A (+96.4K shares, valued at $2.6M), NEM (+17.2K shares, valued at $1.9M).

1M P&L

+9.3M+2.63%

3M P&L

+6.6M+1.85%

HY P&L

+27.2M+8.10%

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/A162.6M

47.8%

2Oil & Gas Integrated18.9M

5.6%

3Drug Manufacturers - General16.0M

4.7%

Top Industries by Stock Count

1N/A49 stocks

31.0%

2Drug Manufacturers - General7 stocks

4.4%

3Banks - Regional7 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES CORE MSCI EAFE ETF211.5K shares1.74%2026-03-312026-04-24

IJH ISHARES CORE S&P MID-CAP ETF248.6K shares1.98%2026-03-312026-04-24

XOM EXXON MOBIL CORP COM83.2K shares-0.95%2026-03-312026-04-24

DGRO ISHARES CORE DIVIDEND GROWTH ETF196.0K shares3.15%2026-03-312026-04-24

AVUV AMERICAN CENTURY U.S. SMALL CAP VALUE117.7K sharesnew addition2026-03-312026-04-24

SHY ISHARES 1-3 YEAR TREASURY BOND ETF146.7K shares1.45%2026-03-312026-04-24

IVV ISHARES CORE S&P 500 ETF17.9K shares1.97%2026-03-312026-04-24

RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF445.2K shares2.16%2026-03-312026-04-24

Sponsored

EQWL INVESCO S&P 100 EQUAL WEIGHT ETF93.3K shares6.01%2026-03-312026-04-24

AAPL APPLE INC COM39.4K shares-2.08%2026-03-312026-04-24

JPM JP MORGAN27.8K shares-0.51%2026-03-312026-04-24

DVYE ISHARES EMERGING MARKETS DIVIDEND ETF235.5K shares0.85%2026-03-312026-04-24

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF163.9K shares7.89%2026-03-312026-04-24

MSFT MICROSOFT CORP COM15.2K shares-2.94%2026-03-312026-04-24

NVDA NVIDIA CORPORATION COM30.5K shares2.96%2026-03-312026-04-24

CAT CATERPILLAR INC COM7.3K shares-8.97%2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON COM20.0K shares-2.12%2026-03-312026-04-24

CVX CHEVRON CORPORATION COM23.0K shares3.96%2026-03-312026-04-24

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A16.3K shares-5.22%2026-03-312026-04-24

KO COCA COLA CO COM60.8K shares0.27%2026-03-312026-04-24

WMT WALMART INC COM35.1K shares-3.67%2026-03-312026-04-24

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF94.5K shares4.07%2026-03-312026-04-24

LLY ELI LILLY & CO COM4.4K shares-1.89%2026-03-312026-04-24

DVY ISHARES SELECT DIVIDEND ETF24.9K shares2.06%2026-03-312026-04-24

Sponsored

TRV TRAVELERS COMPANIES INC COM12.4K shares1.90%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC COM69.2K shares0.87%2026-03-312026-04-24

V VISA INC COM CL A11.4K shares2.02%2026-03-312026-04-24

AMZN AMAZON COM INC COM15.9K shares-10.57%2026-03-312026-04-24

RTX RTX CORPORATION COM16.6K shares-0.16%2026-03-312026-04-24

MEDTRONIC PLC SHS MEDTRONIC PLC SHS36.8K shares2.76%2026-03-312026-04-24

CSCO CISCO SYS INC COM40.4K shares0.52%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO COM10.2K shares0.52%2026-03-312026-04-24

Sponsored

PFE PFIZER INC COM106.7K shares6.31%2026-03-312026-04-24

MERCK & CO INC COM MERCK & CO INC COM24.8K shares-0.25%2026-03-312026-04-24

GSK PLC ADR GSK PLC ADR53.3K shares-2.29%2026-03-312026-04-24

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF26.2K shares-27.64%2026-03-312026-04-24

ENB ENBRIDGE INC COM49.3K shares-1.51%2026-03-312026-04-24

FIRST TRUST ALTERNATIVE OPPORTUNITIES I FIRST TRUST ALTERNATIVE OPPORTUNITIES I96.4K sharesnew addition2026-03-312026-04-24

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW18.4K shares-1.03%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC COM2.8K shares-0.36%2026-03-312026-04-24

Sponsored

WFC WELLS FARGO & CO COM29.3K shares-1.41%2026-03-312026-04-24

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF47.5K shares-6.92%2026-03-312026-04-24

IJK ISHARES S&P MID-CAP 400 GROWTH ETF21.1K shares56.60%2026-03-312026-04-24

SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF41.9K shares-0.20%2026-03-312026-04-24

TFC TRUIST FINL CORP COM45.5K shares1.12%2026-03-312026-04-24

META META PLATFORMS INC CL A3.6K shares6.35%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L P COM53.6K shares-4.34%2026-03-312026-04-24

NEM NEWMONT CORP COM17.2K sharesnew addition2026-03-312026-04-24

Sponsored

LAMR LAMAR ADVERTISING CO CL A14.4K shares0.56%2026-03-312026-04-24

ES EVERSOURCE ENERGY COM25.9K shares1.56%2026-03-312026-04-24

HII HUNTINGTON INGALLS INDS INC COM4.6K shares-3.78%2026-03-312026-04-24

PAGP PLAINS GP HLDGS L P LTD PARTNR INT A71.7K shares2.83%2026-03-312026-04-24

HD HOME DEPOT INC COM5.2K shares-0.17%2026-03-312026-04-24

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C5.9K shares-15.12%2026-03-312026-04-24

FIS FIDELITY NATL INFORMATION SVCS COM35.6K shares128.26%2026-03-312026-04-24

AMGN AMGEN INC COM4.7K shares-2.05%2026-03-312026-04-24

Sponsored

IVW ISHARES S&P 500 GROWTH ETF14.4K shares-0.99%2026-03-312026-04-24

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF23.0K shares-3.96%2026-03-312026-04-24

VWO VANGUARD FTSE EMERGING MARKETS ETF29.7K shares425.92%2026-03-312026-04-24

GILD GILEAD SCIENCES INC COM11.5K shares-0.36%2026-03-312026-04-24

GPC GENUINE PARTS CO COM15.1K shares4.86%2026-03-312026-04-24

EME EMCOR GROUP INC COM2.1K shares-1.29%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION COM1.6K shares4.38%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC CL B15.7K shares11.64%2026-03-312026-04-24

Sponsored

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF32.1K shares-5.18%2026-03-312026-04-24

MCD MCDONALDS CORP COM4.7K shares5.79%2026-03-312026-04-24

PG PROCTER & GAMBLE CO COM10.0K shares-1.51%2026-03-312026-04-24

EIX EDISON INTL COM19.6K shares1.68%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW3.0K shares-12.65%2026-03-312026-04-24

DIS DISNEY WALT CO COM14.8K shares4.93%2026-03-312026-04-24

HCA HCA HEALTHCARE INC COM3.0K shares0.00%2026-03-312026-04-24

HON HONEYWELL INTL INC COM5.9K shares2.17%2026-03-312026-04-24

Sponsored

MSTR STRATEGY INC CLASS A10.5K shares5.00%2026-03-312026-04-24

CRM SALESFORCE INC COM7.0K shares19.13%2026-03-312026-04-24

TXN TEXAS INSTRS INC COM6.6K shares0.21%2026-03-312026-04-24

DOC HEALTHPEAK PROPERTIES INC76.2K shares5.43%2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS INC COM4.2K shares4.78%2026-03-312026-04-24

BLACKROCK INC COM BLACKROCK INC COM1.2K shares-2.85%2026-03-312026-04-24

OBK ORIGIN BANCORP INC COM28.4K shares-47.72%2026-03-312026-04-24

AMT AMERICAN TOWER CORP COM6.5K shares-2.11%2026-03-312026-04-24

Sponsored

TROW PRICE T ROWE GROUP INC COM12.4K shares19.24%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS COM4.4K shares-6.36%2026-03-312026-04-24

GIS GENERAL MILLS INC COM28.3K shares14.97%2026-03-312026-04-24

BROADCOM INC COM BROADCOM INC COM3.2K shares-0.71%2026-03-312026-04-24

FHN FIRST HORIZON CORPORATION COM43.1K shares0.00%2026-03-312026-04-24

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A15.0K shares5.28%2026-03-312026-04-24

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF17.0K sharesnew addition2026-03-312026-04-24

UNP UNION PAC CORP3.6K shares-0.36%2026-03-312026-04-24

Sponsored

HBAN HUNTINGTON BANCSHARES INC COM55.0K shares197.42%2026-03-312026-04-24

EFA ISHARES MSCI EAFE ETF8.3K shares-0.53%2026-03-312026-04-24

SCHD SCHWAB US DIVIDEND EQUITY ETF25.6K shares8.25%2026-03-312026-04-24

BDX BECTON DICKINSON & CO COM5.0K shares8.67%2026-03-312026-04-24

TSLA TESLA INC2.1K shares-14.19%2026-03-312026-04-24

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF15.0K shares16.75%2026-03-312026-04-24

PEP PEPSICO INC COM4.9K shares-1.16%2026-03-312026-04-24

LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF14.9K shares2.56%2026-03-312026-04-24

Sponsored

QCOM QUALCOMM INC COM5.6K shares-12.19%2026-03-312026-04-24

ROK ROCKWELL AUTOMATION INC COM2.0K shares0.00%2026-03-312026-04-24

MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF9.4K shares0.00%2026-03-312026-04-24

GEL GENESIS ENERGY L P UNIT LTD PARTN38.8K shares-1.34%2026-03-312026-04-24

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM2.0K shares-0.65%2026-03-312026-04-24

BFST BUSINESS FIRST BANCSHARES INC COM24.9K shares92.26%2026-03-312026-04-24

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF3.5K shares-34.42%2026-03-312026-04-24

IWM ISHARES RUSSELL 2000 ETF2.6K shares-95.03%2026-03-312026-04-24

Sponsored

EFV ISHARES MSCI EAFE VALUE ETF8.5K shares0.32%2026-03-312026-04-24

BAC BANK AMERICA CORP COM13.0K shares-11.80%2026-03-312026-04-24

IEI ISHARES 3-7 YEAR TREASURY BOND ETF5.3K shares0.00%2026-03-312026-04-24

ETR ENTERGY CORP NEW COM5.5K shares-29.25%2026-03-312026-04-24

PKG PACKAGING CORP AMER COM2.9K shares0.00%2026-03-312026-04-24

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF14.1K shares0.12%2026-03-312026-04-24

IJR ISHARES CORE S&P SMALL CAP ETF4.7K shares0.00%2026-03-312026-04-24

NEE NEXTERA ENERGY INC COM6.2K shares0.91%2026-03-312026-04-24

Sponsored

ET ENERGY TRANSFER L P COM UT LTD PTN29.8K shares63.18%2026-03-312026-04-24

YUM YUM BRANDS INC COM3.7K shares0.00%2026-03-312026-04-24

VOE VANGUARD MID-CAP VALUE ETF3.1K shares0.00%2026-03-312026-04-24

ABBV ABBVIE INC COM2.6K shares-5.98%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP COM826 shares0.00%2026-03-312026-04-24

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF9.3K shares45.92%2026-03-312026-04-24

MS MORGAN STANLEY COM NEW3.2K shares0.00%2026-03-312026-04-24

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF4.3K sharesnew addition2026-03-312026-04-24

Sponsored

MPLX MPLX LP COM UNIT REP LTD8.8K sharesnew addition2026-03-312026-04-24

EEM ISHARES MSCI EMERGING MARKETS ETF8.6K shares-3.80%2026-03-312026-04-24

VEU VANGUARD FTSE ALL-WORLD EX-US ETF (MKT)6.5K shares0.00%2026-03-312026-04-24

SO SOUTHERN CO COM5.0K shares-5.53%2026-03-312026-04-24

TGT TARGET CORP COM4.0K shares7.13%2026-03-312026-04-24

DE DEERE & CO COM856 shares0.00%2026-03-312026-04-24

COP CONOCOPHILLIPS COM3.6K shares-0.68%2026-03-312026-04-24

SPY STATE STREET SPDR S&P 500 ETF TR680 shares27.82%2026-03-312026-04-24

Sponsored

PNC PNC FINL SVCS GROUP INC COM2.1K shares-78.96%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING INC COM2.1K shares-6.17%2026-03-312026-04-24

LUMN LUMEN TECHNOLOGIES INC COM61.3K shares-20.33%2026-03-312026-04-24

GNMA ISHARES GNMA BOND ETF9.0K shares-0.67%2026-03-312026-04-24

NUE NUCOR CORP COM2.3K shares-1.32%2026-03-312026-04-24

DOW DOW HLDGS INC COM9.0K shares2.41%2026-03-312026-04-24

ADI ANALOG DEVICES INC COM1.2K shares-6.46%2026-03-312026-04-24

VBR VANGUARD SMALL CAP VALUE ETF1.7K shares13.33%2026-03-312026-04-24

Sponsored

VO VANGUARD MID-CAP ETF1.3K shares2.11%2026-03-312026-04-24

IGF ISHARES GLOBAL INFRASTRUCTURE ETF5.2K shares0.00%2026-03-312026-04-24

IWP ISHARES TR RUS MD CP GR ETF2.6K shares0.00%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC COM943 shares-76.26%2026-03-312026-04-24

VOT VANGUARD MID-CAP GROWTH ETF (MKT)1.1K shares0.00%2026-03-312026-04-24

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.3K shares0.00%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC COM1.4K shares-20.58%2026-03-312026-04-24

WELL WELLTOWER INC COM1.4K shares3.25%2026-03-312026-04-24

Sponsored

SLB SLB LTD5.3K shares0.00%2026-03-312026-04-24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF4.3K shares-0.30%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC COM556 shares-1.59%2026-03-312026-04-24

PH PARKER-HANNIFIN CORP COM300 shares0.00%2026-03-312026-04-24

T AT&T INC COM9.1K shares-5.37%2026-03-312026-04-24

NFLX NETFLIX INC. COM2.7K sharesnew addition2026-03-312026-04-24

NVS NOVARTIS AG ADR1.7K shares-44.24%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC COM1.6K shares0.00%2026-03-312026-04-24

Sponsored

BA BOEING CO COM1.3K shares-4.31%2026-03-312026-04-24

VBK VANGUARD SMALL CAP GROWTH ETF830 shares0.00%2026-03-312026-04-24

WDC WESTERN DIGITAL CORP COM890 sharesnew addition2026-03-312026-04-24

WMB WILLIAMS COS INC COM3.3K shares-5.06%2026-03-312026-04-24

VTI VANGUARD TOTAL STOCK MARKET ETF738 shares2.64%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC CL A1.6K shares-32.81%2026-03-312026-04-24

LINDE PLC SHS LINDE PLC SHS463 sharesnew addition2026-03-312026-04-24

IWF ISHARES RUSSELL 1000 GROWTH ETF534 shares-1.84%2026-03-312026-04-24

Sponsored

TLT ISHARES 20 YEAR TREASURY BOND ETF2.6K sharesnew addition2026-03-312026-04-24

CL COLGATE PALMOLIVE CO COM2.6K shares-2.64%2026-03-312026-04-24

LOW LOWES COS INC COM942 shares0.00%2026-03-312026-04-24

TER TERADYNE INC COM733 sharesnew addition2026-03-312026-04-24

VB VANGUARD SMALL-CAP ETF828 shares0.00%2026-03-312026-04-24

FITB FIFTH THIRD BANCORP COM4.6K shares-14.07%2026-03-312026-04-24

ALERIAN MLP ETF ALERIAN MLP ETF4.0K shares-71.98%2026-03-312026-04-24

ORCL ORACLE CORPORATION1.4K shares-75.99%2026-03-312026-04-24

Sponsored

ABT ABBOTT LABORATORIES2.0K shares6.93%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC COM745 shares0.68%2026-03-312026-04-24

DXCM DEXCOM INC COM3.2K shares0.00%2026-03-312026-04-24

SLI STANDARD LITHIUM LTD COM12.4K shares15.45%2026-03-312026-04-24

HRTX HERON THERAPEUTICS COM20.0K shares0.00%2026-03-312026-04-24

IEFA

ISHARES CORE MSCI EAFE ETF

1.74%

Shares211.5K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES CORE S&P MID-CAP ETF

1.98%

Shares248.6K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP COM

-0.95%

Shares83.2K

Event2026-03-31

Filed2026-04-24

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

3.15%

Shares196.0K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTURY U.S. SMALL CAP VALUE

New

Shares117.7K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

1.45%

Shares146.7K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES CORE S&P 500 ETF

1.97%

Shares17.9K

Event2026-03-31

Filed2026-04-24

RDVI

FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF

2.16%

Shares445.2K

Event2026-03-31

Filed2026-04-24

EQWL

INVESCO S&P 100 EQUAL WEIGHT ETF

6.01%

Shares93.3K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC COM

-2.08%

Shares39.4K

Event2026-03-31

Filed2026-04-24

JPM

JP MORGAN

-0.51%

Shares27.8K

Event2026-03-31

Filed2026-04-24

DVYE

ISHARES EMERGING MARKETS DIVIDEND ETF

0.85%

Shares235.5K

Event2026-03-31

Filed2026-04-24

KNG

FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF

7.89%

Shares163.9K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP COM

-2.94%

Shares15.2K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION COM

2.96%

Shares30.5K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC COM

-8.97%

Shares7.3K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON COM

-2.12%

Shares20.0K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION COM

3.96%

Shares23.0K

Event2026-03-31

Filed2026-04-24

ALPHABET INC CAP STK CL A

-5.22%

Shares16.3K

Event2026-03-31

Filed2026-04-24

COCA COLA CO COM

0.27%

Shares60.8K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC COM

-3.67%

Shares35.1K

Event2026-03-31

Filed2026-04-24

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

4.07%

Shares94.5K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO COM

-1.89%

Shares4.4K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES SELECT DIVIDEND ETF

2.06%

Shares24.9K

Event2026-03-31

Filed2026-04-24

TRV

TRAVELERS COMPANIES INC COM

1.90%

Shares12.4K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC COM

0.87%

Shares69.2K

Event2026-03-31

Filed2026-04-24

VISA INC COM CL A

2.02%

Shares11.4K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC COM

-10.57%

Shares15.9K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION COM

-0.16%

Shares16.6K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC SHS

2.76%

Shares36.8K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC COM

0.52%

Shares40.4K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO COM

0.52%

Shares10.2K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC COM

6.31%

Shares106.7K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC COM

-0.25%

Shares24.8K

Event2026-03-31

Filed2026-04-24

GSK PLC ADR

-2.29%

Shares53.3K

Event2026-03-31

Filed2026-04-24

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

-27.64%

Shares26.2K

Event2026-03-31

Filed2026-04-24

ENB

ENBRIDGE INC COM

-1.51%

Shares49.3K

Event2026-03-31

Filed2026-04-24

FIRST TRUST ALTERNATIVE OPPORTUNITIES I

New

Shares96.4K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW COM NEW

-1.03%

Shares18.4K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC COM

-0.36%

Shares2.8K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO COM

-1.41%

Shares29.3K

Event2026-03-31

Filed2026-04-24

ISTB

ISHARES CORE 1-5 YEAR USD BOND ETF

-6.92%

Shares47.5K

Event2026-03-31

Filed2026-04-24

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

56.60%

Shares21.1K

Event2026-03-31

Filed2026-04-24

SLQD

ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-0.20%

Shares41.9K

Event2026-03-31

Filed2026-04-24

TFC

TRUIST FINL CORP COM

1.12%

Shares45.5K

Event2026-03-31

Filed2026-04-24