Sponsored
The Analysis of Atlas Brown,Inc.'s Holdings & P&L
Currently, Atlas Brown,Inc. holds 226 types of securities in its portfolio with a total value $332.2M. In the most recent quarter, they have increased their positions in MIAX (+51.0K shares, valued at $2.0M), VTI (+1.4K shares, valued at $462.3K), WOLF (+25.0K shares, valued at $408.0K); decreased their positions in AAPL (-4.2K shares, valued at $1.1M), NVDA (-6.1K shares, valued at $1.1M), N/A (-33.0K shares, valued at $520.1K); initiated new positions in MIAX (+51.0K shares, valued at $2.0M), WOLF (+25.0K shares, valued at $408.0K), CEG (+1.1K shares, valued at $311.6K).
1M P&L
-1.6M-0.47%
3M P&L
+5.7M+1.69%
HY P&L
+17.5M+5.35%
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/A95.8M
31.3%
2Semiconductors26.7M
8.7%
3Drug Manufacturers - General20.3M
6.6%
Top Industries by Stock Count
1N/A81 stocks
39.3%
2Drug Manufacturers - General7 stocks
3.4%
3Semiconductors7 stocks
3.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW6.8K shares6.35%2026-03-312026-04-17
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF5.3K shares0.06%2026-03-312026-04-17
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
PARAMOUNT SKYDANCE CORP COM CL B PARAMOUNT SKYDANCE CORP COM CL B41.2K shares6.82%2026-03-312026-04-17
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NVDA
-4.57%NVIDIA CORPORATION COM
Shares126.7K
Event2026-03-31
Filed2026-04-17
AAPL
-5.79%APPLE INC COM
Shares68.0K
Event2026-03-31
Filed2026-04-17
VTI
4.42%VANGUARD TOTAL STOCK MARKET ETF
Shares34.1K
Event2026-03-31
Filed2026-04-17
MSFT
-1.37%MICROSOFT CORP COM
Shares23.2K
Event2026-03-31
Filed2026-04-17
JNJ
-1.93%JOHNSON & JOHNSON COM
Shares32.1K
Event2026-03-31
Filed2026-04-17
XOM
0.07%EXXON MOBIL CORP COM
Shares42.3K
Event2026-03-31
Filed2026-04-17
JPM
0.25%JPMORGAN CHASE & CO COM
Shares24.2K
Event2026-03-31
Filed2026-04-17
ABBV
-0.92%ABBVIE INC COM
Shares30.1K
Event2026-03-31
Filed2026-04-17
ALPHABET INC CAP STK CL C
-3.50%ALPHABET INC CAP STK CL C
Shares19.9K
Event2026-03-31
Filed2026-04-17
AMZN
-3.62%AMAZON COM INC COM
Shares26.6K
Event2026-03-31
Filed2026-04-17
SPY
-4.71%STATE STREET SPDR S&P 500 ETF
Shares8.5K
Event2026-03-31
Filed2026-04-17
CVX
-2.65%CHEVRON CORPORATION COM
Shares24.1K
Event2026-03-31
Filed2026-04-17
COST
4.85%COSTCO WHOLESALE CORPORATION COM
Shares4.8K
Event2026-03-31
Filed2026-04-17
IVV
-2.09%ISHARES CORE S&P 500 ETF
Shares7.3K
Event2026-03-31
Filed2026-04-17
TJX
1.22%TJX COS INC NEW COM
Shares28.0K
Event2026-03-31
Filed2026-04-17
IWF
-0.83%ISHARES RUSSELL 1000 GROWTH ETF
Shares10.5K
Event2026-03-31
Filed2026-04-17
PG
-1.45%PROCTER & GAMBLE CO COM
Shares30.8K
Event2026-03-31
Filed2026-04-17
IWP
-1.20%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares32.9K
Event2026-03-31
Filed2026-04-17
IWN
-0.87%ISHARES RUSSELL 2000 VALUE ETF
Shares20.1K
Event2026-03-31
Filed2026-04-17
PEP
1.41%PEPSICO INC COM
Shares24.4K
Event2026-03-31
Filed2026-04-17
HD
0.85%HOME DEPOT INC COM
Shares11.0K
Event2026-03-31
Filed2026-04-17
META
2.00%META PLATFORMS INC CL A
Shares6.0K
Event2026-03-31
Filed2026-04-17
CAT
-2.79%CATERPILLAR INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-17
ALPHABET INC CAP STK CL A
-7.95%ALPHABET INC CAP STK CL A
Shares11.6K
Event2026-03-31
Filed2026-04-17
BERKSHIRE HATHAWAY INC DEL CL B NEW
6.35%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares6.8K
Event2026-03-31
Filed2026-04-17
IWO
-0.43%ISHARES RUSSELL 2000 GROWTH ETF
Shares10.3K
Event2026-03-31
Filed2026-04-17
AMAT
-0.59%APPLIED MATLS INC COM
Shares9.1K
Event2026-03-31
Filed2026-04-17
IWS
-2.04%ISHARES RUSSELL MID-CAP VALUE ETF
Shares20.2K
Event2026-03-31
Filed2026-04-17
IVW
-5.06%ISHARES S&P 500 GROWTH ETF
Shares25.3K
Event2026-03-31
Filed2026-04-17
CMI
-1.49%CUMMINS INC COM
Shares5.2K
Event2026-03-31
Filed2026-04-17
EFA
0.83%ISHARES MSCI EAFE ETF
Shares26.8K
Event2026-03-31
Filed2026-04-17
VTV
-1.17%VANGUARD VALUE ETF
Shares13.1K
Event2026-03-31
Filed2026-04-17
IWD
-1.16%ISHARES RUSSELL 1000 VALUE ETF
Shares12.0K
Event2026-03-31
Filed2026-04-17
GE AEROSPACE COM NEW
0.04%GE AEROSPACE COM NEW
Shares8.5K
Event2026-03-31
Filed2026-04-17
EEM
1.77%ISHARES MSCI EMERGING MARKETS ETF
Shares42.2K
Event2026-03-31
Filed2026-04-17
INVESCO QQQ TRUST SERIES I
-0.20%INVESCO QQQ TRUST SERIES I
Shares4.1K
Event2026-03-31
Filed2026-04-17
NOBL
-2.49%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares22.0K
Event2026-03-31
Filed2026-04-17
PFE
0.70%PFIZER INC COM
Shares81.1K
Event2026-03-31
Filed2026-04-17
FTEC
-1.85%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares10.6K
Event2026-03-31
Filed2026-04-17
ABT
-0.85%ABBOTT LABORATORIES COM
Shares20.3K
Event2026-03-31
Filed2026-04-17
GEV
-0.59%GE VERNOVA INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-17
WMT
-12.76%WALMART INC COM
Shares16.3K
Event2026-03-31
Filed2026-04-17
MIAX
NewMIAMI INTL HLDGS INC COM
Shares51.0K
Event2026-03-31
Filed2026-04-17
MERCK & CO INC COM
0.07%MERCK & CO INC COM
Shares16.2K
Event2026-03-31
Filed2026-04-17
IEF
23.22%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares20.2K
Event2026-03-31
Filed2026-04-17
BAC
0.05%BANK OF AMER CORP COM
Shares39.0K
Event2026-03-31
Filed2026-04-17
DIS
2.81%DISNEY WALT CO COM
Shares19.7K
Event2026-03-31
Filed2026-04-17
RTX
-11.41%RTX CORPORATION COM
Shares9.7K
Event2026-03-31
Filed2026-04-17
LLY
1.52%ELI LILLY & CO COM
Shares2.0K
Event2026-03-31
Filed2026-04-17
AXTI
-19.16%AXT INC COM
Shares31.6K
Event2026-03-31
Filed2026-04-17
NFLX
1.49%NETFLIX INC. COM
Shares18.7K
Event2026-03-31
Filed2026-04-17
ORCL
7.52%ORACLE CORP COM
Shares12.1K
Event2026-03-31
Filed2026-04-17
VEU
3.80%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares23.4K
Event2026-03-31
Filed2026-04-17
T
2.48%AT&T INC COM
Shares60.3K
Event2026-03-31
Filed2026-04-17
BP
-0.45%BP PLC SPONSORED ADR
Shares36.6K
Event2026-03-31
Filed2026-04-17
NET
0.30%CLOUDFLARE INC CL A COM
Shares8.3K
Event2026-03-31
Filed2026-04-17
ADP
-0.90%AUTOMATIC DATA PROCESSING INC COM
Shares8.2K
Event2026-03-31
Filed2026-04-17
INTC
-0.28%INTEL CORP COM
Shares37.6K
Event2026-03-31
Filed2026-04-17
IBM
-0.13%INTERNATIONAL BUSINESS MACHS COM
Shares6.7K
Event2026-03-31
Filed2026-04-17
CSCO
-0.69%CISCO SYS INC COM
Shares20.6K
Event2026-03-31
Filed2026-04-17
JCI
0.00%JOHNSON CTLS INTL PLC SHS
Shares11.6K
Event2026-03-31
Filed2026-04-17
V
-5.27%VISA INC COM CL A
Shares5.0K
Event2026-03-31
Filed2026-04-17
KO
0.20%COCA COLA CO COM
Shares19.8K
Event2026-03-31
Filed2026-04-17
UNP
2.49%UNION PAC CORP COM
Shares5.9K
Event2026-03-31
Filed2026-04-17
IWR
-0.20%ISHARES RUSSELL MIDCAP ETF
Shares14.7K
Event2026-03-31
Filed2026-04-17
FHLC
-0.95%FIDELITY MSCI HEALTH CARE INDEX ETF
Shares20.0K
Event2026-03-31
Filed2026-04-17
CRM
1.60%SALESFORCE INC COM
Shares7.5K
Event2026-03-31
Filed2026-04-17
MCD
-2.25%MCDONALDS CORP COM
Shares4.5K
Event2026-03-31
Filed2026-04-17
NEE
0.22%NEXTERA ENERGY INC COM
Shares14.9K
Event2026-03-31
Filed2026-04-17
FSTA
-0.35%FIDELITY MSCI CONSUMER STAPLES INDEX ETF
Shares26.1K
Event2026-03-31
Filed2026-04-17
BA
1.43%BOEING CO COM
Shares6.6K
Event2026-03-31
Filed2026-04-17
REGL
-0.78%PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
Shares14.7K
Event2026-03-31
Filed2026-04-17
AXP
-0.21%AMERICAN EXPRESS CO COM
Shares4.2K
Event2026-03-31
Filed2026-04-17
ORLY
28.10%OREILLY AUTOMOTIVE INC COM
Shares13.5K
Event2026-03-31
Filed2026-04-17
RWR
-0.81%STATE STREET SPDR DOW JONES REIT ETF
Shares12.1K
Event2026-03-31
Filed2026-04-17
DUKE ENERGY CORP NEW COM NEW
0.42%DUKE ENERGY CORP NEW COM NEW
Shares9.2K
Event2026-03-31
Filed2026-04-17
AVEM
1.93%AVANTIS EMERGING MARKETS EQUITY ETF
Shares14.6K
Event2026-03-31
Filed2026-04-17
PH
-0.38%PARKER-HANNIFIN CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-17
UI
0.00%UBIQUITI INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-17
MA
2.64%MASTERCARD INCORPORATED CL A
Shares2.2K
Event2026-03-31
Filed2026-04-17
TSLA
-1.99%TESLA INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-17
TGT
-11.64%TARGET CORP COM
Shares8.9K
Event2026-03-31
Filed2026-04-17
SHW
1.80%SHERWIN WILLIAMS CO COM
Shares3.3K
Event2026-03-31
Filed2026-04-17
VZ
-12.08%VERIZON COMMUNICATIONS INC COM
Shares21.0K
Event2026-03-31
Filed2026-04-17
IWM
0.02%ISHARES RUSSELL 2000 ETF
Shares4.2K
Event2026-03-31
Filed2026-04-17
BLACKROCK INC COM
0.46%BLACKROCK INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-17
ASML
-2.96%ASML HLDG NV N Y REGISTRY SHS
Shares788
Event2026-03-31
Filed2026-04-17
INVESCO S&P 500 EQUAL WEIGHT ETF
0.06%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares5.3K
Event2026-03-31
Filed2026-04-17
ITW
-5.07%ILLINOIS TOOL WKS INC COM
Shares3.8K
Event2026-03-31
Filed2026-04-17
VCSH
-1.03%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares12.1K
Event2026-03-31
Filed2026-04-17
PNC
0.04%PNC FINL SVCS GROUP INC COM
Shares4.6K
Event2026-03-31
Filed2026-04-17
KR
0.02%KROGER CO COM
Shares13.3K
Event2026-03-31
Filed2026-04-17
IJK
-1.52%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares9.6K
Event2026-03-31
Filed2026-04-17
CMCSA
3.66%COMCAST CORP NEW CL A
Shares32.5K
Event2026-03-31
Filed2026-04-17
WTV
2.10%WISDOMTREE US VALUE FUND OF BENEF INTEREST
Shares9.6K
Event2026-03-31
Filed2026-04-17
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares2.5K
Event2026-03-31
Filed2026-04-17
BMY
-0.01%BRISTOL-MYERS SQUIBB CO COM
Shares13.5K
Event2026-03-31
Filed2026-04-17
SITM
2.18%SITIME CORP COM
Shares2.3K
Event2026-03-31
Filed2026-04-17
UTG
4.28%REAVES UTIL INCOME FD COM SH BEN INT
Shares20.5K
Event2026-03-31
Filed2026-04-17
PLTR
2.93%PALANTIR TECHNOLOGIES INC CL A
Shares5.4K
Event2026-03-31
Filed2026-04-17
VOE
-0.94%VANGUARD MID-CAP VALUE ETF
Shares4.2K
Event2026-03-31
Filed2026-04-17
TIP
-2.98%ISHARES TIPS BOND ETF
Shares6.8K
Event2026-03-31
Filed2026-04-17
SLYV
-1.25%STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
Shares7.9K
Event2026-03-31
Filed2026-04-17
BF.B
0.00%BROWN FORMAN CORP CL B
Shares28.2K
Event2026-03-31
Filed2026-04-17
PM
-7.26%PHILIP MORRIS INTL INC COM
Shares4.4K
Event2026-03-31
Filed2026-04-17
VWO
-2.23%VANGUARD FTSE EMERGING MARKETS ETF
Shares13.3K
Event2026-03-31
Filed2026-04-17
FCOM
-0.44%FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
Shares10.5K
Event2026-03-31
Filed2026-04-17
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares1
Event2026-03-31
Filed2026-04-17
VEA
10.69%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares11.1K
Event2026-03-31
Filed2026-04-17
MMM
0.04%3M CO COM
Shares4.6K
Event2026-03-31
Filed2026-04-17
IVE
7.09%ISHARES S&P 500 VALUE ETF
Shares3.0K
Event2026-03-31
Filed2026-04-17
DHR
3.41%DANAHER CORP DEL COM
Shares3.3K
Event2026-03-31
Filed2026-04-17
SBUX
0.34%STARBUCKS CORP COM
Shares6.9K
Event2026-03-31
Filed2026-04-17
DOV
-0.20%DOVER CORP COM
Shares2.9K
Event2026-03-31
Filed2026-04-17
MTUM
6.16%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares2.5K
Event2026-03-31
Filed2026-04-17
IDXX
20.07%IDEXX LABS INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-17
BROADCOM INC COM
12.11%BROADCOM INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-17
USB
1.77%US BANCORP COM NEW
Shares11.4K
Event2026-03-31
Filed2026-04-17
PSA
-0.96%PUBLIC STORAGE OPER CO COM
Shares2.2K
Event2026-03-31
Filed2026-04-17
SLYG
-1.63%STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
Shares6.0K
Event2026-03-31
Filed2026-04-17
UTF
-0.86%COHEN & STEERS INFRASTRUCTURE COM
Shares22.3K
Event2026-03-31
Filed2026-04-17
SYBT
46.25%STOCK YDS BANCORP INC COM
Shares8.7K
Event2026-03-31
Filed2026-04-17
FQAL
4.08%FIDELITY QUALITY FACTOR ETF
Shares7.8K
Event2026-03-31
Filed2026-04-17
FCX
-0.47%FREEPORT MCMORAN INC CL B
Shares9.6K
Event2026-03-31
Filed2026-04-17
CITIGROUP INC COM NEW
-0.26%CITIGROUP INC COM NEW
Shares4.9K
Event2026-03-31
Filed2026-04-17
FAST
-1.61%FASTENAL CO COM
Shares12.0K
Event2026-03-31
Filed2026-04-17
F
-2.10%FORD MTR CO COM
Shares47.4K
Event2026-03-31
Filed2026-04-17
BF.A
0.00%BROWN FORMAN CORP CL A
Shares20.4K
Event2026-03-31
Filed2026-04-17
GLD
1.61%SPDR GOLD SHARES
Shares1.3K
Event2026-03-31
Filed2026-04-17
VB
78.87%VANGUARD SMALL-CAP ETF
Shares2.1K
Event2026-03-31
Filed2026-04-17
GSST
0.00%GOLDMAN SACHS ULTRA SHORT BOND ETF
Shares10.5K
Event2026-03-31
Filed2026-04-17
SO
0.57%SOUTHERN CO COM
Shares5.4K
Event2026-03-31
Filed2026-04-17
QUAL
-8.16%ISHARES MSCI USA QUALITY FACTOR ETF
Shares2.6K
Event2026-03-31
Filed2026-04-17
WFC
0.32%WELLS FARGO & CO COM
Shares6.3K
Event2026-03-31
Filed2026-04-17
OMC
0.00%OMNICOM GROUP INC COM
Shares6.5K
Event2026-03-31
Filed2026-04-17
GILD
0.14%GILEAD SCIENCES INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-17
OGN
7.14%ORGANON & CO COMMON STOCK
Shares80.2K
Event2026-03-31
Filed2026-04-17
EW
0.00%EDWARDS LIFESCIENCES CORP COM
Shares5.9K
Event2026-03-31
Filed2026-04-17
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM
Shares12.5K
Event2026-03-31
Filed2026-04-17
IVOV
-2.13%VANGUARD S&P MID-CAP 400 VALUE ETF
Shares4.6K
Event2026-03-31
Filed2026-04-17
QCOM
3.54%QUALCOMM INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-17
RPM
0.00%RPM INTL INC COM
Shares4.6K
Event2026-03-31
Filed2026-04-17
AMKR
-2.89%AMKOR TECHNOLOGY INC COM
Shares10.1K
Event2026-03-31
Filed2026-04-17
MUB
0.42%ISHARES NATIONAL MUNI BOND ETF
Shares4.3K
Event2026-03-31
Filed2026-04-17
WAT
10.99%WATERS CORP COM
Shares1.5K
Event2026-03-31
Filed2026-04-17
SHEL
0.00%SHELL PLC SPON ADS
Shares4.8K
Event2026-03-31
Filed2026-04-17
AMD
-4.58%ADVANCED MICRO DEVICES INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-17
KMI
0.11%KINDER MORGAN INC DEL COM
Shares13.1K
Event2026-03-31
Filed2026-04-17
EMR
3.53%EMERSON ELEC CO COM
Shares3.3K
Event2026-03-31
Filed2026-04-17
MOAT
0.29%VANECK MORNINGSTAR WIDE MOAT ETF
Shares4.4K
Event2026-03-31
Filed2026-04-17
MO
1.27%ALTRIA GROUP INC COM
Shares6.4K
Event2026-03-31
Filed2026-04-17
HUM
-2.71%HUMANA INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-17
USMV
0.64%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares4.4K
Event2026-03-31
Filed2026-04-17
WOLF
NewWOLFSPEED INC COM
Shares25.0K
Event2026-03-31
Filed2026-04-17
NOC
6.38%NORTHROP GRUMMAN CORP COM
Shares584
Event2026-03-31
Filed2026-04-17
DKS
0.00%DICKS SPORTING GOODS INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-17
CHDN
0.00%CHURCHILL DOWNS INC COM
Shares4.3K
Event2026-03-31
Filed2026-04-17
CVS
5.44%CVS HEALTH CORP COM
Shares5.4K
Event2026-03-31
Filed2026-04-17
IEMG
14.79%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares5.5K
Event2026-03-31
Filed2026-04-17
APD
-0.15%AIR PRODUCTS AND CHEMICALS INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-17
IYF
-2.99%ISHARES U.S. FINANCIALS ETF
Shares3.2K
Event2026-03-31
Filed2026-04-17
ISHARES GOLD TRUST
-3.38%ISHARES GOLD TRUST
Shares4.3K
Event2026-03-31
Filed2026-04-17
IJT
0.00%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares2.6K
Event2026-03-31
Filed2026-04-17
PARAMOUNT SKYDANCE CORP COM CL B
6.82%PARAMOUNT SKYDANCE CORP COM CL B
Shares41.2K
Event2026-03-31
Filed2026-04-17
HON
13.46%HONEYWELL INTL INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-17
FXZ
26.88%FIRST TRUST MATERIALS ALPHADEX FUND
Shares4.8K
Event2026-03-31
Filed2026-04-17
GDX
0.00%VANECK GOLD MINERS ETF
Shares4.0K
Event2026-03-31
Filed2026-04-17
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares433
Event2026-03-31
Filed2026-04-17
PGR
0.78%PROGRESSIVE CORP COM
Shares1.8K
Event2026-03-31
Filed2026-04-17
IWB
-16.67%ISHARES RUSSELL 1000 ETF
Shares1.0K
Event2026-03-31
Filed2026-04-17
IJJ
0.26%ISHARES S&P MID-CAP 400 VALUE ETF
Shares2.7K
Event2026-03-31
Filed2026-04-17
MTBA
0.00%SIMPLIFY MBS ETF
Shares7.0K
Event2026-03-31
Filed2026-04-17
PYPL
-20.02%PAYPAL HLDGS INC COM
Shares7.4K
Event2026-03-31
Filed2026-04-17
CINF
0.00%CINCINNATI FINL CORP COM
Shares2.1K
Event2026-03-31
Filed2026-04-17
IYW
-15.61%ISHARES U.S. TECHNOLOGY ETF
Shares1.8K
Event2026-03-31
Filed2026-04-17
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares451
Event2026-03-31
Filed2026-04-17
CEG
NewCONSTELLATION ENERGY CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-17
SCHG
0.13%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares10.6K
Event2026-03-31
Filed2026-04-17
OTTR
0.00%OTTER TAIL CORP COM
Shares3.5K
Event2026-03-31
Filed2026-04-17
AVDE
7.01%AVANTIS INTERNATIONAL EQUITY ETF
Shares3.6K
Event2026-03-31
Filed2026-04-17
TMO
0.16%THERMO FISHER SCIENTIFIC INC COM
Shares610
Event2026-03-31
Filed2026-04-17
XLK
2.54%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares2.2K
Event2026-03-31
Filed2026-04-17
FDVV
0.23%FIDELITY HIGH DIVIDEND ETF
Shares5.3K
Event2026-03-31
Filed2026-04-17
SMDV
0.31%PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
Shares4.3K
Event2026-03-31
Filed2026-04-17
LOW
-1.13%LOWES COS INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-17
DYNF
42.25%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares5.0K
Event2026-03-31
Filed2026-04-17
FNCL
2.65%FIDELITY MSCI FINANCIALS INDEX ETF
Shares4.1K
Event2026-03-31
Filed2026-04-17
UNILEVER PLC SPON ADR NEW
-0.40%UNILEVER PLC SPON ADR NEW
Shares5.0K
Event2026-03-31
Filed2026-04-17
SYY
0.26%SYSCO CORP COM
Shares3.9K
Event2026-03-31
Filed2026-04-17
EATON CORP PLC SHS
-17.58%EATON CORP PLC SHS
Shares764
Event2026-03-31
Filed2026-04-17
AAAU
18.92%GOLDMAN SACHS PHYSICAL GOLD ETF
Shares5.8K
Event2026-03-31
Filed2026-04-17
FITB
0.97%FIFTH THIRD BANCORP COM
Shares5.7K
Event2026-03-31
Filed2026-04-17
ISRG
-1.59%INTUITIVE SURGICAL INC COM NEW
Shares558
Event2026-03-31
Filed2026-04-17
ET
0.00%ENERGY TRANSFER L P COM UT LTD PTN
Shares13.3K
Event2026-03-31
Filed2026-04-17
GGG
0.00%GRACO INC COM
Shares3.0K
Event2026-03-31
Filed2026-04-17
IYJ
0.23%ISHARES U.S. INDUSTRIALS ETF
Shares1.7K
Event2026-03-31
Filed2026-04-17
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares2.8K
Event2026-03-31
Filed2026-04-17
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares1.2K
Event2026-03-31
Filed2026-04-17
ADBE
NewADOBE INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-17
IYC
0.16%ISHARES U.S. CONSUMER DISCRETIONARY ETF
Shares2.5K
Event2026-03-31
Filed2026-04-17
JEPI
-4.26%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares4.3K
Event2026-03-31
Filed2026-04-17
CSX
0.03%CSX CORP COM
Shares5.8K
Event2026-03-31
Filed2026-04-17
IUSB
10.48%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares5.2K
Event2026-03-31
Filed2026-04-17
UNH
-11.90%UNITEDHEALTH GROUP INC COM
Shares866
Event2026-03-31
Filed2026-04-17
COP
NewCONOCOPHILLIPS COM
Shares1.7K
Event2026-03-31
Filed2026-04-17
MGMT
0.00%BALLAST SMALL/MID CAP ETF
Shares5.0K
Event2026-03-31
Filed2026-04-17
VXUS
NewVANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares2.9K
Event2026-03-31
Filed2026-04-17
MEDTRONIC PLC SHS
16.80%MEDTRONIC PLC SHS
Shares2.6K
Event2026-03-31
Filed2026-04-17
GSK PLC SPONSORED ADR
NewGSK PLC SPONSORED ADR
Shares4.1K
Event2026-03-31
Filed2026-04-17
IYH
0.30%ISHARES U.S. HEALTHCARE ETF
Shares3.6K
Event2026-03-31
Filed2026-04-17
BR
0.44%BROADRIDGE FINL SOLUTIONS INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-17
GWW
-4.69%WW GRAINGER INC COM
Shares203
Event2026-03-31
Filed2026-04-17
PPG
0.00%PPG INDS INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-17
IYM
NewISHARES U.S. BASIC MATERIALS ETF
Shares1.2K
Event2026-03-31
Filed2026-04-17
VYM
-2.01%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares1.5K
Event2026-03-31
Filed2026-04-17
DOC
13.82%HEALTHPEAK PROPERTIES INC COM
Shares13.2K
Event2026-03-31
Filed2026-04-17
VBK
0.00%VANGUARD SMALL-CAP GROWTH ETF
Shares715
Event2026-03-31
Filed2026-04-17
RWL
0.38%INVESCO S&P 500 REVENUE ETF
Shares1.9K
Event2026-03-31
Filed2026-04-17
NSC
0.13%NORFOLK SOUTHN CORP COM
Shares745
Event2026-03-31
Filed2026-04-17
WEN
189.55%WENDYS CO COM
Shares30.0K
Event2026-03-31
Filed2026-04-17
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares344
Event2026-03-31
Filed2026-04-17
AMT
1.37%AMERICAN TOWER CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-17
XLF
1.31%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares4.1K
Event2026-03-31
Filed2026-04-17
YUM
-35.59%YUM BRANDS INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-17
CAG
NewCONAGRA BRANDS INC COM
Shares12.7K
Event2026-03-31
Filed2026-04-17
VENTURE GLOBAL INC COM CL A
-76.74%VENTURE GLOBAL INC COM CL A
Shares10.0K
Event2026-03-31
Filed2026-04-17
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