Sponsored
The Analysis of Atlantic Union Bankshares Corp's Holdings & P&L
Currently, Atlantic Union Bankshares Corp holds 1748 types of securities in its portfolio with a total value $5.2B. In the most recent quarter, they have increased their positions in JEPI (+262.7K shares, valued at $14.9M), INTU (+21.9K shares, valued at $9.5M), IEFA (+94.0K shares, valued at $8.5M); decreased their positions in IJH (-105.9K shares, valued at $7.2M), N/A (-57.2K shares, valued at $6.5M), WFC (-80.7K shares, valued at $6.4M); initiated new positions in N/A (+25.3K shares, valued at $5.0M), N/A (+299.1K shares, valued at $2.6M), PAAA (+19.5K shares, valued at $996.0K).
1M P&L
+161.3M+3.06%
3M P&L
+97.5M+1.83%
HY P&L
+383.1M+7.58%
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/A1.9B
40.3%
2Semiconductors313.6M
6.5%
3Software - Infrastructure294.9M
6.1%
Top Industries by Stock Count
1N/A536 stocks
34.3%
2Software - Application51 stocks
3.3%
3Banks - Regional47 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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INVESCO BULLETSHARES 2035 MUNI BOND ETF INVESCO BULLETSHARES 2035 MUNI BOND ETF138.4K shares6.61%2026-03-312026-05-12
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NVDA
-0.66%NVIDIA CORP
Shares1.2M
Event2026-03-31
Filed2026-05-12
AAPL
-1.66%APPLE INC
Shares849.2K
Event2026-03-31
Filed2026-05-12
MSFT
3.21%MICROSOFT CORP
Shares470.3K
Event2026-03-31
Filed2026-05-12
IVV
0.52%ISHARES S&P 500 INDEX FUND
Shares255.3K
Event2026-03-31
Filed2026-05-12
IJH
-4.33%ISHARES S&P MIDCAP 400 INDEX
Shares2.3M
Event2026-03-31
Filed2026-05-12
IWY
-1.09%ISHARES TOP 200 GROWTH ETF
Shares499.5K
Event2026-03-31
Filed2026-05-12
IJR
-3.44%ISHARES S&P SMALLCAP 600 INDEX FUND
Shares856.5K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
-1.18%ALPHABET INC
Shares346.6K
Event2026-03-31
Filed2026-05-12
AMZN
3.29%AMAZON COM INC
Shares463.1K
Event2026-03-31
Filed2026-05-12
JPM
-1.83%J P MORGAN CHASE & CO
Shares292.3K
Event2026-03-31
Filed2026-05-12
IWR
-2.76%ISHARES RUSSELL MIDCAP INDEX FUND
Shares866.6K
Event2026-03-31
Filed2026-05-12
SPY
-1.39%SPDR S&P 500 ETF TRUST
Shares116.1K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
-4.94%ALPHABET INC
Shares257.0K
Event2026-03-31
Filed2026-05-12
JEPI
25.82%J P MORGAN EXCHANGE TRADED F
Shares1.3M
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC B
-3.01%BERKSHIRE HATHAWAY INC B
Shares143.3K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
9.07%BROADCOM INC
Shares208.2K
Event2026-03-31
Filed2026-05-12
IQLT
3.02%ISHARES TR
Shares1.3M
Event2026-03-31
Filed2026-05-12
MDY
-2.54%MIDCAP 400 SPDR TRUST SERIES 1
Shares84.4K
Event2026-03-31
Filed2026-05-12
META
-2.79%META PLATFORMS INC
Shares90.2K
Event2026-03-31
Filed2026-05-12
RTX
4.80%RAYTHEON TECHNOLOGIES CORP
Shares241.8K
Event2026-03-31
Filed2026-05-12
BSCU
9.02%INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
Shares2.6M
Event2026-03-31
Filed2026-05-12
JNJ
5.23%JOHNSON & JOHNSON
Shares178.2K
Event2026-03-31
Filed2026-05-12
BSCW
8.21%INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
Shares2.1M
Event2026-03-31
Filed2026-05-12
XOM
2.13%EXXON MOBIL CORP
Shares245.2K
Event2026-03-31
Filed2026-05-12
BSCV
10.89%INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
Shares2.4M
Event2026-03-31
Filed2026-05-12
WMT
10.00%WALMART INC
Shares321.3K
Event2026-03-31
Filed2026-05-12
LLY
12.01%ELI LILLY & CO
Shares43.1K
Event2026-03-31
Filed2026-05-12
GS
-5.02%GOLDMAN SACHS GROUP INC
Shares44.9K
Event2026-03-31
Filed2026-05-12
IUSV
1.82%ISHARES CORE S&P VALUE ETF
Shares367.5K
Event2026-03-31
Filed2026-05-12
V
7.18%VISA INC
Shares122.5K
Event2026-03-31
Filed2026-05-12
HD
4.17%HOME DEPOT INC
Shares112.1K
Event2026-03-31
Filed2026-05-12
IBTP
12.36%ISHARES IBONDS DEC 2034 TERM TREASURY ETF
Shares1.4M
Event2026-03-31
Filed2026-05-12
PANW
24.90%PALO ALTO NETWORKS INC
Shares225.5K
Event2026-03-31
Filed2026-05-12
VEA
7.47%VANGUARD MSCI EAFE ETF
Shares558.4K
Event2026-03-31
Filed2026-05-12
IBTO
10.37%ISHARES IBONDS DEC 2033 TERM TREASURY ETF
Shares1.5M
Event2026-03-31
Filed2026-05-12
COST
-0.43%COSTCO WHOLESALE CORPORATION
Shares35.4K
Event2026-03-31
Filed2026-05-12
IBGA
11.91%ISHARES IBONDS DEC 2044 TERM TREASURY ETF
Shares1.3M
Event2026-03-31
Filed2026-05-12
TJX
-3.57%TJX COMPANIES, INC.
Shares201.5K
Event2026-03-31
Filed2026-05-12
VONG
13.43%VANGUARD SCOTTSDALE FDS
Shares291.4K
Event2026-03-31
Filed2026-05-12
MA
-15.83%MASTERCARD INCORPORATED
Shares62.8K
Event2026-03-31
Filed2026-05-12
IUSG
-2.87%ISHARES CORE S&P US GROWTH
Shares198.8K
Event2026-03-31
Filed2026-05-12
ABBV
0.95%ABBVIE INC
Shares132.0K
Event2026-03-31
Filed2026-05-12
LOW
-10.56%LOWE'S COMPANIES, INC
Shares121.3K
Event2026-03-31
Filed2026-05-12
MCD
5.75%MC DONALDS CORP
Shares88.9K
Event2026-03-31
Filed2026-05-12
XMHQ
3.48%INVESCO EXCHANGE TRADED FD T
Shares259.8K
Event2026-03-31
Filed2026-05-12
KLAC
-6.34%KLA CORP
Shares18.2K
Event2026-03-31
Filed2026-05-12
AUB
-9.68%ATLANTIC UN BANKSHARES CORP
Shares747.3K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
7.57%EATON CORP PLC
Shares73.7K
Event2026-03-31
Filed2026-05-12
TSM
41.53%TAIWAN SEMICONDUCTOR MANUFAC
Shares75.3K
Event2026-03-31
Filed2026-05-12
AXP
9.48%AMERICAN EXPRESS CO
Shares83.3K
Event2026-03-31
Filed2026-05-12
ORCL
36.40%ORACLE CORP
Shares162.7K
Event2026-03-31
Filed2026-05-12
CVX
-1.94%CHEVRON CORPORATION
Shares115.4K
Event2026-03-31
Filed2026-05-12
BSCR
6.63%INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
Shares1.2M
Event2026-03-31
Filed2026-05-12
CSCO
-3.48%CISCO SYS INC
Shares292.5K
Event2026-03-31
Filed2026-05-12
TMO
8.24%THERMO FISHER SCIENTIFIC INC
Shares45.1K
Event2026-03-31
Filed2026-05-12
NEE
-11.21%NEXTERA ENERGY INC
Shares235.4K
Event2026-03-31
Filed2026-05-12
NFLX
57.55%NETFLIX INC.
Shares226.5K
Event2026-03-31
Filed2026-05-12
VUG
4.08%VANGUARD GROWTH ETF
Shares49.1K
Event2026-03-31
Filed2026-05-12
CAT
21.24%CATERPILLAR INC
Shares28.4K
Event2026-03-31
Filed2026-05-12
QCOM
1.95%QUALCOMM INC
Shares155.6K
Event2026-03-31
Filed2026-05-12
PM
4.04%PHILIP MORRIS INTERNATIONAL INC
Shares120.5K
Event2026-03-31
Filed2026-05-12
LMT
-9.28%LOCKHEED MARTIN CORP
Shares32.9K
Event2026-03-31
Filed2026-05-12
TSLA
53.76%TESLA INC
Shares53.2K
Event2026-03-31
Filed2026-05-12
IJK
-7.66%ISHARES S&P MIDCAP 400 GROWTH INDEX FUND
Shares194.3K
Event2026-03-31
Filed2026-05-12
GILD
-21.09%GILEAD SCIENCES INC
Shares139.5K
Event2026-03-31
Filed2026-05-12
BSCT
9.89%INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
Shares1.0M
Event2026-03-31
Filed2026-05-12
BKNG
-5.90%BOOKING HOLDINGS INC
Shares4.5K
Event2026-03-31
Filed2026-05-12
PEP
5.43%PEPSICO INC
Shares119.5K
Event2026-03-31
Filed2026-05-12
DFAT
0.33%DIMENSIONAL ETF TRUST
Shares294.1K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
12.56%BLACKROCK INC
Shares19.0K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
-22.08%MERCK & CO INC
Shares150.8K
Event2026-03-31
Filed2026-05-12
ABT
-5.39%ABBOTT LABORATORIES
Shares171.6K
Event2026-03-31
Filed2026-05-12
COF
-8.20%CAPITAL ONE FINANCIAL CORP
Shares89.2K
Event2026-03-31
Filed2026-05-12
ISRG
48.74%INTUITIVE SURGICAL INC
Shares35.1K
Event2026-03-31
Filed2026-05-12
SCHW
16.24%SCHWAB CHARLES CORP
Shares165.6K
Event2026-03-31
Filed2026-05-12
XLU
92.68%SELECT SECTOR SPDR TR
Shares332.9K
Event2026-03-31
Filed2026-05-12
DFUV
2.87%DIMENSIONAL ETF TRUST
Shares314.4K
Event2026-03-31
Filed2026-05-12
HON
13.23%HONEYWELL INTERNATIONAL, INC
Shares66.7K
Event2026-03-31
Filed2026-05-12
DHR
7.62%DANAHER CORP
Shares76.9K
Event2026-03-31
Filed2026-05-12
ACWX
2.09%ISHARES MSCI ACWI EX US ETF
Shares212.0K
Event2026-03-31
Filed2026-05-12
JPST
-7.33%J P MORGAN EXCHANGE TRADED F
Shares284.0K
Event2026-03-31
Filed2026-05-12
IEFA
149.63%ISHARES CORE MSCI EAFE ETF
Shares156.8K
Event2026-03-31
Filed2026-05-12
ASML
1.56%ASML HLDG NV
Shares10.7K
Event2026-03-31
Filed2026-05-12
WM
15.26%WASTE MANAGEMENT INC
Shares60.3K
Event2026-03-31
Filed2026-05-12
XLB
25.40%MATERIALS SELECT SECTOR SPDR TRUST
Shares274.6K
Event2026-03-31
Filed2026-05-12
BSCQ
6.21%INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
Shares700.1K
Event2026-03-31
Filed2026-05-12
NSC
-2.37%NORFOLK SOUTHERN CORPORATION
Shares46.2K
Event2026-03-31
Filed2026-05-12
IYW
13.96%ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX
Shares73.0K
Event2026-03-31
Filed2026-05-12
FEZ
34.28%SPDR INDEX SHS FDS
Shares205.1K
Event2026-03-31
Filed2026-05-12
DON
-17.21%WISDOMTREE TR
Shares241.9K
Event2026-03-31
Filed2026-05-12
RDVY
6.22%FIRST TR EXCHANGE TRADED FD
Shares183.3K
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
2.03%BLACKSTONE INC
Shares106.6K
Event2026-03-31
Filed2026-05-12
MAR
-2.37%MARRIOTT INTERNATIONAL, INC CL A
Shares37.1K
Event2026-03-31
Filed2026-05-12
PG
-4.14%PROCTER & GAMBLE CO
Shares84.0K
Event2026-03-31
Filed2026-05-12
DIS
28.35%DISNEY WALT CO
Shares123.4K
Event2026-03-31
Filed2026-05-12
BSCS
11.02%INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
Shares579.3K
Event2026-03-31
Filed2026-05-12
ADBE
23.77%ADOBE INC
Shares48.1K
Event2026-03-31
Filed2026-05-12
UNP
-1.27%UNION PAC CORP
Shares47.1K
Event2026-03-31
Filed2026-05-12
VZ
-26.76%VERIZON COMMUNICATIONS
Shares224.3K
Event2026-03-31
Filed2026-05-12
VWO
0.55%VANGUARD INTL EQUITY INDEX F
Shares207.7K
Event2026-03-31
Filed2026-05-12
MO
-18.04%ALTRIA GROUP INC
Shares167.7K
Event2026-03-31
Filed2026-05-12
COP
-7.32%CONOCOPHILLIPS
Shares83.4K
Event2026-03-31
Filed2026-05-12
NOC
-0.63%NORTHROP GRUMMAN CORP
Shares16.1K
Event2026-03-31
Filed2026-05-12
GLD
-10.98%SPDR GOLD TR
Shares25.5K
Event2026-03-31
Filed2026-05-12
AVSC
-0.24%AMERICAN CENTY ETF TR
Shares175.8K
Event2026-03-31
Filed2026-05-12
BA
0.27%BOEING CO
Shares55.0K
Event2026-03-31
Filed2026-05-12
INTU
649.10%INTUIT
Shares25.3K
Event2026-03-31
Filed2026-05-12
SYK
21.96%STRYKER CORP
Shares32.9K
Event2026-03-31
Filed2026-05-12
GLW
-1.17%CORNING INC
Shares78.8K
Event2026-03-31
Filed2026-05-12
IWB
-0.68%ISHARES TR
Shares29.4K
Event2026-03-31
Filed2026-05-12
PH
-2.72%PARKER HANNIFIN CORPORATION
Shares11.6K
Event2026-03-31
Filed2026-05-12
VCIT
21.03%VANGUARD INT TERM CORP
Shares125.2K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
-38.61%CITIGROUP INC
Shares90.9K
Event2026-03-31
Filed2026-05-12
DFUS
4.69%DIMENSIONAL ETF TRUST
Shares143.4K
Event2026-03-31
Filed2026-05-12
LHX
16.33%L3HARRIS TECHNOLOGIES INC
Shares29.3K
Event2026-03-31
Filed2026-05-12
SPGI
0.43%S&P GLOBAL INC
Shares23.3K
Event2026-03-31
Filed2026-05-12
SCHD
-0.33%SCHWAB STRATEGIC TR
Shares321.2K
Event2026-03-31
Filed2026-05-12
BMY
-34.47%BRISTOL-MYERS SQUIBB CO
Shares161.0K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
-0.20%ARISTA NETWORKS INC
Shares79.5K
Event2026-03-31
Filed2026-05-12
PWR
2.35%QUANTA SERVICES, INC
Shares17.7K
Event2026-03-31
Filed2026-05-12
IEMG
35.30%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares133.7K
Event2026-03-31
Filed2026-05-12
ADP
-1.96%AUTOMATIC DATA PROCESSING IN
Shares45.7K
Event2026-03-31
Filed2026-05-12
VABK
0.00%VIRGINIA NATL BK CHRLOTSVLE
Shares242.2K
Event2026-03-31
Filed2026-05-12
XLK
-0.17%SELECT SECTOR SPDR TR
Shares68.7K
Event2026-03-31
Filed2026-05-12
EFA
0.28%ISHARES MSCI EAFE ETF
Shares93.7K
Event2026-03-31
Filed2026-05-12
SHBI
-7.65%SHORE BANCSHARES INC
Shares486.9K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
13.88%INVESCO QQQ TR
Shares15.6K
Event2026-03-31
Filed2026-05-12
DE
-16.42%DEERE & CO
Shares15.9K
Event2026-03-31
Filed2026-05-12
IBDW
10.36%ISHARES IBONDS DEC 2031 CORP ETF
Shares427.6K
Event2026-03-31
Filed2026-05-12
LNG
-1.85%CHENIERE ENERGY INC
Shares31.3K
Event2026-03-31
Filed2026-05-12
TFC
5.22%TRUIST FINL CORP
Shares193.3K
Event2026-03-31
Filed2026-05-12
IBDX
10.20%ISHARES IBONDS DEC 2032 CORP ETF
Shares348.2K
Event2026-03-31
Filed2026-05-12
IBDV
10.34%ISHARES IBONDS DEC 2030 CORP ETF
Shares400.3K
Event2026-03-31
Filed2026-05-12
VLO
-9.83%VALERO ENERGY CORP
Shares34.5K
Event2026-03-31
Filed2026-05-12
DFLV
14.96%DIMENSIONAL ETF TRUST
Shares233.5K
Event2026-03-31
Filed2026-05-12
KO
0.11%COCA COLA CO
Shares108.8K
Event2026-03-31
Filed2026-05-12
WFC
-43.89%WELLS FARGO & CO
Shares103.2K
Event2026-03-31
Filed2026-05-12
BN
-5.67%BROOKFIELD CORP
Shares200.9K
Event2026-03-31
Filed2026-05-12
MPWR
0.00%MONOLITHIC PWR SYS INC
Shares7.3K
Event2026-03-31
Filed2026-05-12
BAC
-7.26%BANK AMERICA CORP
Shares161.7K
Event2026-03-31
Filed2026-05-12
LH
17.69%LABCORP HOLDINGS INC
Shares29.5K
Event2026-03-31
Filed2026-05-12
PSX
-2.76%PHILLIPS 66
Shares43.1K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC CL A
-32.14%ACCENTURE PLC CL A
Shares39.5K
Event2026-03-31
Filed2026-05-12
TT
-0.35%TRANE TECHNOLOGIES PLC
Shares18.7K
Event2026-03-31
Filed2026-05-12
TMUS
65.05%T-MOBILE US INC
Shares36.6K
Event2026-03-31
Filed2026-05-12
MCHP
-30.72%MICROCHIP TECHNOLOGY INC.
Shares117.7K
Event2026-03-31
Filed2026-05-12
DHI
-37.56%D R HORTON INC
Shares54.4K
Event2026-03-31
Filed2026-05-12
ICE
108.31%INTERCONTINENTAL EXCHANGE IN
Shares47.4K
Event2026-03-31
Filed2026-05-12
SHEL
-21.91%SHELL PLC
Shares79.8K
Event2026-03-31
Filed2026-05-12
ROK
42.98%ROCKWELL AUTOMATION INC
Shares20.6K
Event2026-03-31
Filed2026-05-12
MUNI
4.11%PIMCO ETF TR
Shares139.5K
Event2026-03-31
Filed2026-05-12
VRT
-0.79%VERTIV HOLDINGS CO
Shares28.9K
Event2026-03-31
Filed2026-05-12
UNH
-4.86%UNITEDHEALTH GROUP INC
Shares26.3K
Event2026-03-31
Filed2026-05-12
NOW
6.03%SERVICENOW INC
Shares66.2K
Event2026-03-31
Filed2026-05-12
FI
3.64%FISERV INC
Shares118.6K
Event2026-03-31
Filed2026-05-12
VB
1.90%VANGUARD INDEX FDS
Shares24.9K
Event2026-03-31
Filed2026-05-12
APD
-16.36%AIR PRODUCTS & CHEMICALS INC
Shares22.3K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
-19.87%VANGUARD INDEX FDS
Shares10.8K
Event2026-03-31
Filed2026-05-12
VRTX
1.83%VERTEX PHARMACEUTICALS INC
Shares14.5K
Event2026-03-31
Filed2026-05-12
WELL
30.18%WELLTOWER INC
Shares32.7K
Event2026-03-31
Filed2026-05-12
IBDS
0.35%ISHARES IBONDS DEC 2027 CORP ETF
Shares265.2K
Event2026-03-31
Filed2026-05-12
CRWD
159.47%CROWDSTRIKE HLDGS INC
Shares16.5K
Event2026-03-31
Filed2026-05-12
SBUX
-0.99%STARBUCKS CORP
Shares71.3K
Event2026-03-31
Filed2026-05-12
TTWO
100.72%TAKE-TWO INTERACTIVE SOFTWAR
Shares31.8K
Event2026-03-31
Filed2026-05-12
ADI
-3.85%ANALOG DEVICES INC
Shares19.7K
Event2026-03-31
Filed2026-05-12
AMGN
0.74%AMGEN INC
Shares17.6K
Event2026-03-31
Filed2026-05-12
VTI
-2.04%VANGUARD INDEX FDS
Shares19.3K
Event2026-03-31
Filed2026-05-12
TXN
-3.34%TEXAS INSTRS INC
Shares31.1K
Event2026-03-31
Filed2026-05-12
T
-1.85%AT&T INC
Shares202.0K
Event2026-03-31
Filed2026-05-12
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares8
Event2026-03-31
Filed2026-05-12
XLF
-1.13%FINANCIAL SELECT SECTOR SPDR FUND
Shares116.4K
Event2026-03-31
Filed2026-05-12
IBDT
1.95%ISHARES IBONDS DEC 2028 CORP ETF
Shares223.7K
Event2026-03-31
Filed2026-05-12
BSMW
10.70%INVESCO BULLETSHARES 2032 MUNI BOND ETF
Shares226.1K
Event2026-03-31
Filed2026-05-12
IBDU
0.42%ISHARES IBONDS DEC 2029 CORP ETF
Shares240.2K
Event2026-03-31
Filed2026-05-12
LINDE PLC
-6.31%LINDE PLC
Shares11.2K
Event2026-03-31
Filed2026-05-12
HEI
0.00%HEICO CORP NEW
Shares19.9K
Event2026-03-31
Filed2026-05-12
PLD
81.52%PROLOGIS INC.
Shares40.9K
Event2026-03-31
Filed2026-05-12
AZO
5.01%AUTOZONE INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
GRMN
-47.60%GARMIN LTD
Shares22.7K
Event2026-03-31
Filed2026-05-12
IBDR
-6.66%ISHARES IBONDS DEC 2026 CORP ETF
Shares216.0K
Event2026-03-31
Filed2026-05-12
AME
-4.43%AMETEK INC
Shares24.4K
Event2026-03-31
Filed2026-05-12
EQT CORP
71.87%EQT CORP
Shares81.7K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP
0.31%DUKE ENERGY CORP
Shares39.6K
Event2026-03-31
Filed2026-05-12
CBRE
28.60%CBRE GROUP INC
Shares38.1K
Event2026-03-31
Filed2026-05-12
XLY
-1.06%CONSUMER DISCRETIONARY SELECT SECTOR SPDR
Shares47.2K
Event2026-03-31
Filed2026-05-12
DFAS
4.90%DIMENSIONAL ETF TRUST
Shares71.3K
Event2026-03-31
Filed2026-05-12
BSMR
5.62%INVESCO BULLETSHARES 2027 MUNI BOND ETF
Shares214.5K
Event2026-03-31
Filed2026-05-12
ITW
-31.89%ILLINOIS TOOL WKS INC
Shares19.4K
Event2026-03-31
Filed2026-05-12
VGT
1.10%VANGUARD INFO TECH ETF
Shares7.2K
Event2026-03-31
Filed2026-05-12
D
-15.28%DOMINION ENERGY INC
Shares81.6K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares25.3K
Event2026-03-31
Filed2026-05-12
IWP
17.89%ISHARES RUSSELL MIDCAP GROWTH INDEX
Shares38.7K
Event2026-03-31
Filed2026-05-12
MPC
-36.40%MARATHON PETE CORP
Shares19.7K
Event2026-03-31
Filed2026-05-12
IBM
-2.90%INTERNATIONAL BUSINESS MACHINES CORP
Shares19.7K
Event2026-03-31
Filed2026-05-12
IWD
-2.74%ISHARES RUSSELL 1000 VALUE INDEX
Shares22.1K
Event2026-03-31
Filed2026-05-12
BSSX
10.98%INVESCO BULLETSHARES 2033 MUNI BOND ETF
Shares185.4K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
24.23%UNILEVER PLC
Shares81.1K
Event2026-03-31
Filed2026-05-12
SHW
0.02%SHERWIN WILLIAMS CO
Shares14.3K
Event2026-03-31
Filed2026-05-12
BSMU
8.10%INVESCO BULLETSHARES 2030 MUNI BOND ETF
Shares202.6K
Event2026-03-31
Filed2026-05-12
BSMT
7.68%INVESCO BULLETSHARES 2029 MUNI BOND ETF
Shares190.6K
Event2026-03-31
Filed2026-05-12
NKE
-4.95%NIKE INC
Shares81.1K
Event2026-03-31
Filed2026-05-12
BSMQ
6.75%INVESCO BULLETSHARES 2026 MUNI BOND ETF
Shares179.4K
Event2026-03-31
Filed2026-05-12
AJG
-0.47%ARTHUR J. GALLAGHER & CO
Shares19.4K
Event2026-03-31
Filed2026-05-12
AFL
-28.77%AFLAC INC
Shares37.9K
Event2026-03-31
Filed2026-05-12
STLD
-8.00%STEEL DYNAMICS INC
Shares23.0K
Event2026-03-31
Filed2026-05-12
NVS
-4.08%NOVARTIS AG
Shares27.1K
Event2026-03-31
Filed2026-05-12
DLR
86.24%DIGITAL REALTY TRUST, INC.
Shares22.9K
Event2026-03-31
Filed2026-05-12
EMLP
-5.48%FIRST TR EXCHANGE-TRADED FD
Shares92.9K
Event2026-03-31
Filed2026-05-12
FTNT
-25.55%FORTINET INC
Shares49.2K
Event2026-03-31
Filed2026-05-12
BSMV
10.65%INVESCO BULLETSHARES 2031 MUNI BOND ETF
Shares188.4K
Event2026-03-31
Filed2026-05-12
WTM
0.00%WHITE MTNS INS GROUP LTD
Shares1.8K
Event2026-03-31
Filed2026-05-12
ORLY
-2.89%OREILLY AUTOMOTIVE INC
Shares41.9K
Event2026-03-31
Filed2026-05-12
IBDY
-6.64%ISHARES IBONDS DEC 2033 CORP ETF
Shares149.6K
Event2026-03-31
Filed2026-05-12
GEV
15.70%GE VERNOVA INC
Shares4.4K
Event2026-03-31
Filed2026-05-12
UBER
-5.62%UBER TECHNOLOGIES INC
Shares52.5K
Event2026-03-31
Filed2026-05-12
CB
-0.96%CHUBB LIMITED
Shares11.3K
Event2026-03-31
Filed2026-05-12
VO
-0.73%VANGUARD INDEX FDS
Shares12.8K
Event2026-03-31
Filed2026-05-12
FCF
0.00%FIRST COMMONWEALTH FINANCIAL CORPORATION
Shares208.5K
Event2026-03-31
Filed2026-05-12
PNC
-11.18%PNC FINANCIAL SERVICES GROUP
Shares17.6K
Event2026-03-31
Filed2026-05-12
NEU
0.00%NEWMARKET CORP
Shares5.7K
Event2026-03-31
Filed2026-05-12
BSMY
8.54%INVESCO BULLETSHARES 2034 MUNI BOND ETF
Shares148.4K
Event2026-03-31
Filed2026-05-12
REGN
-32.51%REGENERON PHARMACEUTICALS
Shares4.6K
Event2026-03-31
Filed2026-05-12
CRM
-53.35%SALESFORCE INC
Shares19.1K
Event2026-03-31
Filed2026-05-12
DBEF
-7.93%DBX ETF TR
Shares71.1K
Event2026-03-31
Filed2026-05-12
CVS
-49.89%CVS HEALTH CORP
Shares48.5K
Event2026-03-31
Filed2026-05-12
INVESCO BULLETSHARES 2035 MUNI BOND ETF
6.61%INVESCO BULLETSHARES 2035 MUNI BOND ETF
Shares138.4K
Event2026-03-31
Filed2026-05-12
MDLZ
-29.56%MONDELEZ INTL INC
Shares60.1K
Event2026-03-31
Filed2026-05-12
BSMS
7.25%INVESCO BULLETSHARES 2028 MUNI BOND ETF
Shares147.2K
Event2026-03-31
Filed2026-05-12
IBDZ
-3.27%ISHARES IBONDS DEC 2034 CORP ETF
Shares131.7K
Event2026-03-31
Filed2026-05-12
APH
-5.73%AMPHENOL CORP
Shares27.1K
Event2026-03-31
Filed2026-05-12
PFE
-0.11%PFIZER INC
Shares121.5K
Event2026-03-31
Filed2026-05-12
STT
0.49%STATE STR CORP
Shares26.6K
Event2026-03-31
Filed2026-05-12
DFSV
3.25%DIMENSIONAL ETF TRUST
Shares94.4K
Event2026-03-31
Filed2026-05-12
ZTS
-38.92%ZOETIS INC
Shares28.0K
Event2026-03-31
Filed2026-05-12
NXPI
-6.68%NXP SEMICONDUCTORS N V
Shares16.7K
Event2026-03-31
Filed2026-05-12
XLV
-7.00%HEALTH CARE SELECT SECTOR SPDR
Shares21.4K
Event2026-03-31
Filed2026-05-12
VTV
0.15%VANGUARD INDEX FDS
Shares15.9K
Event2026-03-31
Filed2026-05-12
TRV
-0.43%THE TRAVELERS COMPANIES, INC.
Shares10.6K
Event2026-03-31
Filed2026-05-12
RBC
0.51%RBC BEARINGS INC
Shares5.7K
Event2026-03-31
Filed2026-05-12
IWM
9.58%ISHARES RUSSELL 2000 INDEX FUND
Shares12.0K
Event2026-03-31
Filed2026-05-12
MELI
19.11%MERCADOLIBRE INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
JEPQ
16.51%J P MORGAN EXCHANGE TRADED F
Shares52.9K
Event2026-03-31
Filed2026-05-12
EMR
-1.29%EMERSON ELEC CO
Shares22.3K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
1.72%GENERAL DYNAMICS CORP
Shares8.5K
Event2026-03-31
Filed2026-05-12
AEM
28.51%AGNICO EAGLE MINES LTD
Shares14.3K
Event2026-03-31
Filed2026-05-12
VCSH
-4.12%VANGUARD SCOTTSDALE FDS
Shares36.3K
Event2026-03-31
Filed2026-05-12
MKL
-3.61%MARKEL GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
FDX
-0.19%FEDEX CORP
Shares8.0K
Event2026-03-31
Filed2026-05-12
ELV
-6.30%ELEVANCE HEALTH INC FORMERLY
Shares9.5K
Event2026-03-31
Filed2026-05-12
VXF
0.52%VANGUARD INDEX FDS
Shares13.4K
Event2026-03-31
Filed2026-05-12
MLM
4.52%MARTIN MARIETTA MATERIALS, INC.
Shares4.7K
Event2026-03-31
Filed2026-05-12
KBE
-0.52%SPDR S&P BANK ETF
Shares46.2K
Event2026-03-31
Filed2026-05-12
HIG
-0.48%HARTFORD FIN'L SERVICES GROUP, INC
Shares20.2K
Event2026-03-31
Filed2026-05-12
XLE
7.97%ENERGY SELECT SECTOR SPDR FUND
Shares44.4K
Event2026-03-31
Filed2026-05-12
IBB
-2.90%ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
Shares15.8K
Event2026-03-31
Filed2026-05-12
BLUEROCK PVT REAL ESTATE FD
-3.38%BLUEROCK PVT REAL ESTATE FD
Shares160.0K
Event2026-03-31
Filed2026-05-12
AMAT
-42.95%APPLIED MATERIALS, INC
Shares7.8K
Event2026-03-31
Filed2026-05-12
IWF
-9.26%ISHARES RUSSELL 1000 GROWTH INDEX
Shares6.1K
Event2026-03-31
Filed2026-05-12
AMT
-56.69%AMERICAN TOWER CORP
Shares15.2K
Event2026-03-31
Filed2026-05-12
SPINNAKER ETF SERIES
NewSPINNAKER ETF SERIES
Shares299.1K
Event2026-03-31
Filed2026-05-12
IXN
-0.77%ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FD
Shares25.4K
Event2026-03-31
Filed2026-05-12
INTC
-7.58%INTEL CORP
Shares57.2K
Event2026-03-31
Filed2026-05-12
SAP
20.10%SAP SE
Shares14.4K
Event2026-03-31
Filed2026-05-12
EOG
-43.33%EOG RES INC
Shares17.1K
Event2026-03-31
Filed2026-05-12
VTEB
-0.19%VANGUARD MUN BD FDS
Shares48.9K
Event2026-03-31
Filed2026-05-12
DFIV
14.85%DIMENSIONAL ETF TRUST
Shares46.1K
Event2026-03-31
Filed2026-05-12
CSX
17.27%CSX CORP
Shares58.6K
Event2026-03-31
Filed2026-05-12
EBAY
-53.88%EBAY INC.
Shares25.7K
Event2026-03-31
Filed2026-05-12
SO
-4.61%SOUTHERN CO
Shares24.3K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
3.53%GE AEROSPACE
Shares8.2K
Event2026-03-31
Filed2026-05-12
ORI
0.00%OLD REP INTL CORP
Shares56.7K
Event2026-03-31
Filed2026-05-12
VEEV
-8.25%VEEVA SYS INC
Shares12.5K
Event2026-03-31
Filed2026-05-12
FIRST CTZNS BANCSHARES INC D
0.61%FIRST CTZNS BANCSHARES INC D
Shares1.2K
Event2026-03-31
Filed2026-05-12
XBI
-31.21%SPDR S&P BIOTECH ETF
Shares16.8K
Event2026-03-31
Filed2026-05-12
VIG
-10.26%VANGUARD DIVIDEND APPRECIATION ETF
Shares9.9K
Event2026-03-31
Filed2026-05-12
RDVI
0.13%FIRST TR EXCHANGE-TRADED FD
Shares82.3K
Event2026-03-31
Filed2026-05-12
IBCA
28.74%ISHARES IBONDS DEC 2035 CORP ETF
Shares81.7K
Event2026-03-31
Filed2026-05-12
SNOW
39.29%SNOWFLAKE INC
Shares13.8K
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY PLC
-4.81%TE CONNECTIVITY PLC
Shares9.7K
Event2026-03-31
Filed2026-05-12
ENB
-10.44%ENBRIDGE INC
Shares37.4K
Event2026-03-31
Filed2026-05-12
CMI
-5.39%CUMMINS INC
Shares3.8K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
13.97%INVESCO EXCHANGE TRADED FD T
Shares10.3K
Event2026-03-31
Filed2026-05-12
CTAS
24.91%CINTAS CORP
Shares11.3K
Event2026-03-31
Filed2026-05-12
IWN
-0.27%ISHARES RUSSELL 2000 VALUE INDEX FUND
Shares10.0K
Event2026-03-31
Filed2026-05-12
ECL
18.24%ECOLAB INC
Shares7.1K
Event2026-03-31
Filed2026-05-12
IBMQ
1.95%ISHARES IBONDS DEC 2028 MUNI ETF
Shares73.0K
Event2026-03-31
Filed2026-05-12
VOE
-0.01%VANGUARD INDEX FDS
Shares10.0K
Event2026-03-31
Filed2026-05-12
CDNS
18.23%CADENCE DESIGN SYSTEM INC
Shares6.6K
Event2026-03-31
Filed2026-05-12
DIA
437.94%SPDR DOW JONES INDUSTRIAL AVG ETF
Shares3.9K
Event2026-03-31
Filed2026-05-12
TRMB
0.01%TRIMBLE INC
Shares27.2K
Event2026-03-31
Filed2026-05-12
IBMR
3.06%ISHARES IBONDS DEC 2029 MUNI ETF
Shares69.1K
Event2026-03-31
Filed2026-05-12
SRE
0.01%SEMPRA
Shares17.5K
Event2026-03-31
Filed2026-05-12
IDXX
0.20%IDEXX LABORATORIES, INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
DNP
0.43%DNP SELECT INCOME FD INC
Shares163.2K
Event2026-03-31
Filed2026-05-12
VEU
-20.70%VANGUARD FTSE ALL-WORLD EX US INDEX FUND
Shares22.3K
Event2026-03-31
Filed2026-05-12
IBMS
1.53%ISHARES IBONDS DEC 2030 MUNI ETF
Shares63.4K
Event2026-03-31
Filed2026-05-12
TROW
-0.76%PRICE T ROWE GROUP INC
Shares18.1K
Event2026-03-31
Filed2026-05-12
KRE
-43.70%SPDR S&P REGIONAL BANKING ETF
Shares25.0K
Event2026-03-31
Filed2026-05-12
VGIT
0.00%VANGUARD INTERMEDIATE TERM TREASURY ETF
Shares27.3K
Event2026-03-31
Filed2026-05-12
SCHX
0.67%SCHWAB STRATEGIC TR
Shares62.3K
Event2026-03-31
Filed2026-05-12
AMD
-4.07%ADVANCED MICRO DEVICES INC
Shares7.8K
Event2026-03-31
Filed2026-05-12
MCK
-12.39%MCKESSON CORP
Shares1.8K
Event2026-03-31
Filed2026-05-12
BKR
1.62%BAKER HUGHES COMPANY
Shares25.9K
Event2026-03-31
Filed2026-05-12
TPYP
-2.79%TORTOISE NORTH AMERICAN PIPELINE FD
Shares37.3K
Event2026-03-31
Filed2026-05-12
AEP
-0.18%AMERICAN ELEC PWR CO INC
Shares12.0K
Event2026-03-31
Filed2026-05-12
RVT
0.00%ROYCE SMALL CAP TRUST INC
Shares94.9K
Event2026-03-31
Filed2026-05-12
XLI
2.43%INDUSTRIAL SELECT SECTOR SPDR FUND
Shares9.7K
Event2026-03-31
Filed2026-05-12
XLRE
-53.68%REAL ESTATE SELECT SECTOR SPDR
Shares37.7K
Event2026-03-31
Filed2026-05-12
ESLT
0.00%ELBIT SYS LTD
Shares1.8K
Event2026-03-31
Filed2026-05-12
AMP
-65.58%AMERIPRISE FINANCIAL, INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
CTVA
-0.65%CORTEVA INC
Shares17.8K
Event2026-03-31
Filed2026-05-12
UDR
132.24%UDR INC
Shares43.7K
Event2026-03-31
Filed2026-05-12
FSLR
1.41%FIRST SOLAR INC
Shares7.5K
Event2026-03-31
Filed2026-05-12
DDOG
-48.12%DATADOG INC
Shares12.5K
Event2026-03-31
Filed2026-05-12
CIGNA CORP NEW
-32.51%CIGNA CORP NEW
Shares5.5K
Event2026-03-31
Filed2026-05-12
ADSK
-67.43%AUTODESK INC
Shares6.0K
Event2026-03-31
Filed2026-05-12
OLED
0.00%UNIVERSAL DISPLAY CORP
Shares15.6K
Event2026-03-31
Filed2026-05-12
AGG
-1.37%ISHARES LEHMAN AGGREGATE BOND FUND
Shares14.4K
Event2026-03-31
Filed2026-05-12
IBMP
2.58%ISHARES IBONDS DEC 2027 MUNI ETF
Shares55.9K
Event2026-03-31
Filed2026-05-12
CL
-0.38%COLGATE PALMOLIVE CO
Shares16.6K
Event2026-03-31
Filed2026-05-12
CEG
49.89%CONSTELLATION ENERGY CORP
Shares5.0K
Event2026-03-31
Filed2026-05-12
GAIN
0.00%GLADSTONE INVT CORP
Shares97.2K
Event2026-03-31
Filed2026-05-12
XYL
-9.81%XYLEM INC
Shares11.5K
Event2026-03-31
Filed2026-05-12
LITE
0.00%LUMENTUM HLDGS INC
Shares1.9K
Event2026-03-31
Filed2026-05-12
KMB
-2.94%KIMBERLY CLARK CORP
Shares13.8K
Event2026-03-31
Filed2026-05-12
HII
0.06%HUNTINGTON INGALLS INDS INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
OTIS
-61.17%OTIS WORLDWIDE CORP
Shares16.9K
Event2026-03-31
Filed2026-05-12
SLB
12.46%SCHLUMBERGER LIMITED
Shares25.0K
Event2026-03-31
Filed2026-05-12
WSO
0.93%WATSCO INC
Shares3.5K
Event2026-03-31
Filed2026-05-12
CMCSA
-7.80%COMCAST CORP NEW
Shares44.0K
Event2026-03-31
Filed2026-05-12
KMX
0.00%CARMAX INC
Shares30.2K
Event2026-03-31
Filed2026-05-12
IDV
0.00%ISHARES TR
Shares29.2K
Event2026-03-31
Filed2026-05-12
CTSH
0.00%COGNIZANT TECHNOLOGY SOLUTIO
Shares20.3K
Event2026-03-31
Filed2026-05-12
EPAM
-0.09%EPAM SYS INC
Shares9.2K
Event2026-03-31
Filed2026-05-12
MEDTRONIC HLDG
-6.36%MEDTRONIC HLDG
Shares14.3K
Event2026-03-31
Filed2026-05-12
CPRT
1.11%COPART INC
Shares37.2K
Event2026-03-31
Filed2026-05-12
UPS
-1.71%UNITED PARCEL SERVICE, INC
Shares12.5K
Event2026-03-31
Filed2026-05-12
RJF
0.04%RAYMOND JAMES FINANCIAL, INC
Shares8.5K
Event2026-03-31
Filed2026-05-12
KMI
10.41%KINDER MORGAN INC
Shares36.2K
Event2026-03-31
Filed2026-05-12
OKE
4.97%ONEOK INC NEW
Shares13.4K
Event2026-03-31
Filed2026-05-12
VTIP
80.04%VANGUARD MALVERN FDS
Shares24.0K
Event2026-03-31
Filed2026-05-12
J
-8.32%JACOBS SOLUTIONS INC
Shares9.4K
Event2026-03-31
Filed2026-05-12
HSY
1.36%HERSHEY CO
Shares5.7K
Event2026-03-31
Filed2026-05-12
XLP
-16.05%CONSUMER STAPLES SELECT SECTOR SPDR FUND
Shares14.3K
Event2026-03-31
Filed2026-05-12
BR
0.00%BROADRIDGE FINANCIAL SOLUTIONS INC.
Shares7.2K
Event2026-03-31
Filed2026-05-12
ZS
-1.41%ZSCALER INC
Shares8.3K
Event2026-03-31
Filed2026-05-12
AXON
-0.84%AXON ENTERPRISE INC
Shares2.7K
Event2026-03-31
Filed2026-05-12
TYL
0.57%TYLER TECHNOLOGIES INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
BIO
0.00%BIO RAD LABS INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
UBSI
-3.01%UNITED BANKSHARES INC WEST V
Shares27.4K
Event2026-03-31
Filed2026-05-12
LDOS
0.07%LEIDOS HOLDINGS INC
Shares7.3K
Event2026-03-31
Filed2026-05-12
ARCC
-32.91%ARES CAPITAL CORP
Shares61.5K
Event2026-03-31
Filed2026-05-12
BDX
13.98%BECTON DICKINSON & CO
Shares7.0K
Event2026-03-31
Filed2026-05-12
MS
5.61%MORGAN STANLEY
Shares6.6K
Event2026-03-31
Filed2026-05-12
IVW
-23.12%ISHARES S&P 500 GROWTH INDEX FUND
Shares9.6K
Event2026-03-31
Filed2026-05-12
MGC
-12.10%VANGUARD WORLD FD
Shares4.5K
Event2026-03-31
Filed2026-05-12
ROP
-44.46%ROPER INDUSTRIES, INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
TSCO
-3.61%TRACTOR SUPPLY CO
Shares23.1K
Event2026-03-31
Filed2026-05-12
DINO
6.93%HF SINCLAIR CORP
Shares16.7K
Event2026-03-31
Filed2026-05-12
IBMO
-4.26%ISHARES IBONDS DEC 2026 MUNI ETF
Shares40.4K
Event2026-03-31
Filed2026-05-12
DFIC
-5.01%DIMENSIONAL ETF TRUST
Shares28.7K
Event2026-03-31
Filed2026-05-12
TIP
-2.44%ISHARES BARCLAYS TIPS BOND FUND
Shares9.2K
Event2026-03-31
Filed2026-05-12
CROWN CASTLE INC
84.19%CROWN CASTLE INC
Shares12.5K
Event2026-03-31
Filed2026-05-12
ZBRA
0.02%ZEBRA TECHNOLOGIES CORP CL A
Shares4.8K
Event2026-03-31
Filed2026-05-12
PAAA
NewPGIM ETF TR
Shares19.5K
Event2026-03-31
Filed2026-05-12
AER
-17.30%AERCAP HOLDINGS NV
Shares7.2K
Event2026-03-31
Filed2026-05-12
BTI
3.70%BRITISH AMERICAN TOBACCO PLC SPON ADR
Shares16.8K
Event2026-03-31
Filed2026-05-12
ALGN
0.00%ALIGN TECHNOLOGY INC
Shares5.7K
Event2026-03-31
Filed2026-05-12
FULT
0.00%FULTON FINANCIAL CORPORATION
Shares48.3K
Event2026-03-31
Filed2026-05-12
MMM
-2.05%3M CO
Shares6.7K
Event2026-03-31
Filed2026-05-12
ACA
0.00%ARCOSA INC
Shares9.2K
Event2026-03-31
Filed2026-05-12
MSCI
-4.68%MSCI INC
Shares1.8K
Event2026-03-31
Filed2026-05-12
EW
1.45%EDWARDS LIFESCIENCES CORP
Shares12.1K
Event2026-03-31
Filed2026-05-12
ALL
-0.84%ALLSTATE CORP
Shares4.6K
Event2026-03-31
Filed2026-05-12
CHH
0.00%CHOICE HOTELS INTERNATIONAL, INC
Shares9.2K
Event2026-03-31
Filed2026-05-12
MTB
-2.57%M & T BK CORP
Shares4.6K
Event2026-03-31
Filed2026-05-12
COHERENT CORP
-1.94%COHERENT CORP
Shares4.0K
Event2026-03-31
Filed2026-05-12
PGR
16.34%PROGRESSIVE CORP
Shares4.7K
Event2026-03-31
Filed2026-05-12
ON
0.00%ON SEMICONDUCTOR CORP
Shares14.9K
Event2026-03-31
Filed2026-05-12
IBIT
66.33%ISHARES BITCOIN TRUST ETF
Shares24.1K
Event2026-03-31
Filed2026-05-12
MU
-2.40%MICRON TECHNOLOGY INC
Shares2.7K
Event2026-03-31
Filed2026-05-12
BROOKFIELD ASSET MANAGMT LTD
-21.38%BROOKFIELD ASSET MANAGMT LTD
Shares20.6K
Event2026-03-31
Filed2026-05-12
BK
3.42%BANK NEW YORK MELLON CORP
Shares7.7K
Event2026-03-31
Filed2026-05-12
EVRG
12.39%EVERGY INC
Shares11.1K
Event2026-03-31
Filed2026-05-12
IBMT
12.78%ISHARES IBONDS DEC 2031 MUNI ETF
Shares35.2K
Event2026-03-31
Filed2026-05-12
LEN
-65.14%LENNAR CORP
Shares10.4K
Event2026-03-31
Filed2026-05-12
MNST
-5.93%MONSTER BEVERAGE CORP NEW
Shares12.4K
Event2026-03-31
Filed2026-05-12
BUD
-20.31%ANHEUSER BUSCH INBEV SA NV
Shares12.9K
Event2026-03-31
Filed2026-05-12
CHTR
1227.01%CHARTER COMMUNICATIONS INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
PYPL
-69.38%PAYPAL HLDGS INC
Shares19.6K
Event2026-03-31
Filed2026-05-12
IRM
-6.92%IRON MTN INC DEL
Shares8.6K
Event2026-03-31
Filed2026-05-12
WMB
-34.86%WILLIAMS COS INC
Shares12.1K
Event2026-03-31
Filed2026-05-12
SPMD
0.10%SPDR SERIES TRUST
Shares14.7K
Event2026-03-31
Filed2026-05-12
VDE
-16.99%VANGUARD WORLD FD
Shares5.0K
Event2026-03-31
Filed2026-05-12
GPN
11.51%GLOBAL PMTS INC
Shares12.9K
Event2026-03-31
Filed2026-05-12
ILMN
0.00%ILLUMINA INC
Shares7.0K
Event2026-03-31
Filed2026-05-12
VOT
-1.71%VANGUARD INDEX FDS
Shares3.3K
Event2026-03-31
Filed2026-05-12
WWD
-31.50%WOODWARD INC
Shares2.4K
Event2026-03-31
Filed2026-05-12
IRT
-1.29%INDEPENDENCE RLTY TR INC
Shares57.2K
Event2026-03-31
Filed2026-05-12
BIV
732.88%VANGUARD BD INDEX FDS
Shares10.9K
Event2026-03-31
Filed2026-05-12
LKQ
0.01%LKQ CORP
Shares28.4K
Event2026-03-31
Filed2026-05-12
NUE
-4.28%NUCOR CORP
Shares4.9K
Event2026-03-31
Filed2026-05-12
MMC
-0.42%MARSH & MCLENNAN COMPANIES, INC
Shares4.7K
Event2026-03-31
Filed2026-05-12
RNP
-12.31%COHEN & STEERS REIT & PFD &
Shares39.8K
Event2026-03-31
Filed2026-05-12
FTV
-8.29%FORTIVE CORP
Shares14.2K
Event2026-03-31
Filed2026-05-12
WDAY
-35.10%WORKDAY INC
Shares6.0K
Event2026-03-31
Filed2026-05-12
MTD
-70.13%METTLER TOLEDO INTERNATIONAL
Shares615
Event2026-03-31
Filed2026-05-12
VNQ
5.22%VANGUARD INDEX FDS
Shares8.7K
Event2026-03-31
Filed2026-05-12
KHC
13.45%KRAFT HEINZ CO
Shares33.9K
Event2026-03-31
Filed2026-05-12
IVE
-1.45%ISHARES S&P 500 VALUE INDEX
Shares3.5K
Event2026-03-31
Filed2026-05-12
SPYM
-4.78%SPDR SERIES TRUST
Shares9.8K
Event2026-03-31
Filed2026-05-12
SHOP
5.14%SHOPIFY INC
Shares6.1K
Event2026-03-31
Filed2026-05-12
CACI
0.00%CACI INTL INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
EL
-4.91%ESTEE LAUDER COMPANIES CL A
Shares10.0K
Event2026-03-31
Filed2026-05-12
DFAR
13.22%DIMENSIONAL ETF TRUST
Shares30.2K
Event2026-03-31
Filed2026-05-12
OSK
0.00%OSHKOSH CORP
Shares4.8K
Event2026-03-31
Filed2026-05-12
ITOT
-9.24%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-05-12
DGRO
0.00%ISHARES TR
Shares10.0K
Event2026-03-31
Filed2026-05-12
SYY
-5.15%SYSCO CORP
Shares9.8K
Event2026-03-31
Filed2026-05-12
DISV
30.82%DIMENSIONAL ETF TRUST
Shares17.7K
Event2026-03-31
Filed2026-05-12
VRSN
-74.76%VERISIGN INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
ATO
-53.46%ATMOS ENERGY CORPORATION
Shares3.7K
Event2026-03-31
Filed2026-05-12
ISHARES GOLD TR
-9.85%ISHARES GOLD TR
Shares7.8K
Event2026-03-31
Filed2026-05-12
MKC
-4.99%MCCORMICK & CO INC
Shares13.6K
Event2026-03-31
Filed2026-05-12
WSBC
0.00%WESBANCO INC
Shares19.9K
Event2026-03-31
Filed2026-05-12
VBR
-1.22%VANGUARD INDEX FDS
Shares3.1K
Event2026-03-31
Filed2026-05-12
EPD
2.33%ENTERPRISE PRODS PARTNERS L
Shares17.6K
Event2026-03-31
Filed2026-05-12
VV
0.18%VANGUARD INDEX FDS
Shares2.2K
Event2026-03-31
Filed2026-05-12
IWS
-3.23%ISHARES RUSSELL MIDCAP VALUE INDEX
Shares4.5K
Event2026-03-31
Filed2026-05-12
CLX
-9.41%CLOROX CO DEL
Shares6.2K
Event2026-03-31
Filed2026-05-12
MINT
-9.42%PIMCO ETF TR
Shares6.3K
Event2026-03-31
Filed2026-05-12
HP INC
-25.34%HP INC
Shares32.7K
Event2026-03-31
Filed2026-05-12
PAYX
-8.13%PAYCHEX INC
Shares6.8K
Event2026-03-31
Filed2026-05-12
VXUS
6.49%VANGUARD STAR FDS
Shares8.1K
Event2026-03-31
Filed2026-05-12
SCHM
4.40%SCHWAB STRATEGIC TR
Shares20.1K
Event2026-03-31
Filed2026-05-12
GDX
-40.20%VANECK ETF TRUST
Shares6.7K
Event2026-03-31
Filed2026-05-12
PAYC
-0.26%PAYCOM SOFTWARE INC
Shares5.0K
Event2026-03-31
Filed2026-05-12
SMH
21.69%VANECK ETF TRUST
Shares1.5K
Event2026-03-31
Filed2026-05-12
AA
-12.14%ALCOA CORP
Shares8.7K
Event2026-03-31
Filed2026-05-12
FNB
0.00%F N B CORP
Shares34.3K
Event2026-03-31
Filed2026-05-12
WTW
16.91%WILLIS TOWERS WATSON PLC
Shares2.0K
Event2026-03-31
Filed2026-05-12
VRSK
-68.93%VERISK ANALYTICS INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
IWO
-4.78%ISHARES RUSSELL 2000 GROWTH
Shares1.8K
Event2026-03-31
Filed2026-05-12
FDN
0.00%FIRST TR EXCHANGE-TRADED FD
Shares2.4K
Event2026-03-31
Filed2026-05-12
TGT
6.04%TARGET CORP
Shares4.6K
Event2026-03-31
Filed2026-05-12
CANADIAN PACIFIC KANSAS CITY
-17.36%CANADIAN PACIFIC KANSAS CITY
Shares7.0K
Event2026-03-31
Filed2026-05-12
NVO
1.59%NOVO-NORDISK A S
Shares15.0K
Event2026-03-31
Filed2026-05-12
SMBS
NewSCHWAB STRATEGIC TR
Shares21.5K
Event2026-03-31
Filed2026-05-12
BSJQ
-6.09%INVESCO EXCH TRD SLF IDX FD
Shares23.1K
Event2026-03-31
Filed2026-05-12
CGNX
0.09%COGNEX CORP
Shares10.8K
Event2026-03-31
Filed2026-05-12
O
6.01%REALTY INCOME CORP
Shares8.6K
Event2026-03-31
Filed2026-05-12
BSJR
-8.08%INVESCO EXCH TRD SLF IDX FD
Shares23.5K
Event2026-03-31
Filed2026-05-12
VLTO
-10.69%VERALTO CORP
Shares5.9K
Event2026-03-31
Filed2026-05-12
FTEC
-1.51%FIDELITY COVINGTON TRUST
Shares2.5K
Event2026-03-31
Filed2026-05-12
VOX
0.04%VANGUARD TELECOMMUNICATION SERVICES ETF
Shares2.8K
Event2026-03-31
Filed2026-05-12
XEL
4.37%XCEL ENERGY INC
Shares6.4K
Event2026-03-31
Filed2026-05-12
GNRC
-28.56%GENERAC HLDGS INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
PFF
-42.12%ISHARES PREFERRED AND INCOME SECURITIES ETF
Shares16.2K
Event2026-03-31
Filed2026-05-12
VYM
-3.81%VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF
Shares3.3K
Event2026-03-31
Filed2026-05-12
DVN
-2.77%DEVON ENERGY CORP NEW
Shares9.7K
Event2026-03-31
Filed2026-05-12
SCHB
28.80%SCHWAB STRATEGIC TR
Shares19.3K
Event2026-03-31
Filed2026-05-12
DVY
-1.27%ISHARES DOW JONES SELECT DIVIDEND
Shares3.2K
Event2026-03-31
Filed2026-05-12
PLTR
-0.36%PALANTIR TECHNOLOGIES INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
MET
-24.37%METLIFE INC
Shares6.7K
Event2026-03-31
Filed2026-05-12
CME
-8.34%CME GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
BHRB
-10.86%BURKE HERBERT FINL SVCS CORP
Shares7.4K
Event2026-03-31
Filed2026-05-12
GDXJ
-49.32%VANECK ETF TRUST
Shares3.8K
Event2026-03-31
Filed2026-05-12
EFX
1.64%EQUIFAX INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
MAS
-1.25%MASCO CORP
Shares7.6K
Event2026-03-31
Filed2026-05-12
TRN
0.00%TRINITY INDS INC
Shares14.2K
Event2026-03-31
Filed2026-05-12
ADC
0.00%AGREE RLTY CORP
Shares6.0K
Event2026-03-31
Filed2026-05-12
IJJ
1.39%ISHARES S&P MIDCAP 400/BARRA VALUE INDEX
Shares3.4K
Event2026-03-31
Filed2026-05-12
EEM
32.92%ISHARES MSCI EMERGING MARKETS INDEX
Shares8.0K
Event2026-03-31
Filed2026-05-12
USB
-2.00%US BANCORP
Shares8.6K
Event2026-03-31
Filed2026-05-12
EA
-0.27%ELECTRONIC ARTS INC
Shares2.2K
Event2026-03-31
Filed2026-05-12
HBAN
-7.43%HUNTINGTON BANCSHARES INC
Shares28.5K
Event2026-03-31
Filed2026-05-12
XT
0.00%ISHARES EXPONENTIAL TECHNOLOGY ETF
Shares6.5K
Event2026-03-31
Filed2026-05-12
DEM
0.00%WISDOMTREE TR
Shares8.7K
Event2026-03-31
Filed2026-05-12
ED
6.74%CONSOLIDATED EDISON INC
Shares3.7K
Event2026-03-31
Filed2026-05-12
DOW
-11.00%DOW HLDGS INC
Shares10.1K
Event2026-03-31
Filed2026-05-12
BP
0.00%BP PLC
Shares8.9K
Event2026-03-31
Filed2026-05-12
SAIC
-22.82%SCIENCE APPLICATIONS INTL CO
Shares4.4K
Event2026-03-31
Filed2026-05-12
CMG
-1.56%CHIPOTLE MEXICAN GRILL INC
Shares12.9K
Event2026-03-31
Filed2026-05-12
OVB
0.15%LISTED FDS TR
Shares19.9K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
-1.87%LAM RESEARCH CORP
Shares1.9K
Event2026-03-31
Filed2026-05-12
PHO
0.00%INVESCO EXCHANGE TRADED FD T
Shares6.0K
Event2026-03-31
Filed2026-05-12
IWV
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-12
GHM
0.00%GRAHAM CORP
Shares5.0K
Event2026-03-31
Filed2026-05-12
SCHF
0.06%SCHWAB INTL EQUITY ETF
Shares15.9K
Event2026-03-31
Filed2026-05-12
IT
-11.80%GARTNER INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
GPC
1.56%GENUINE PARTS CO
Shares3.6K
Event2026-03-31
Filed2026-05-12
SIRIUSXM HOLDINGS INC
34.04%SIRIUSXM HOLDINGS INC
Shares16.6K
Event2026-03-31
Filed2026-05-12
ELEMENTAL RTY CORP
10818.92%ELEMENTAL RTY CORP
Shares20.2K
Event2026-03-31
Filed2026-05-12
YUM
-1.49%YUM BRANDS INC
Shares2.4K
Event2026-03-31
Filed2026-05-12
OMCL
0.00%OMNICELL COM
Shares10.9K
Event2026-03-31
Filed2026-05-12
GTLB
0.00%GITLAB INC
Shares16.7K
Event2026-03-31
Filed2026-05-12
XYZ
-0.35%BLOCK INC
Shares5.9K
Event2026-03-31
Filed2026-05-12
WAT
83.69%WATERS CORP
Shares1.2K
Event2026-03-31
Filed2026-05-12
KNSL
-2.80%KINSALE CAP GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
CORPAY INC
17.91%CORPAY INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available