Sponsored
The Analysis of Avalon Trust Co's Holdings & P&L
Currently, Avalon Trust Co holds 460 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in NFLX (+267.6K shares, valued at $25.7M), SYK (+60.2K shares, valued at $19.8M), KLAC (+10.3K shares, valued at $15.1M); decreased their positions in FSLR (-110.5K shares, valued at $21.8M), PWR (-33.1K shares, valued at $18.2M), BE (-121.1K shares, valued at $16.4M); initiated new positions in ITOT (+7.8K shares, valued at $1.1M), VFH (+2.9K shares, valued at $350.3K), GNR (+2.6K shares, valued at $192.3K); completely sold out of PIO (previously valued at $127.2K).
1M P&L
+61.1M+4.32%
3M P&L
+139.3M+10.44%
HY P&L
+192.6M+15.03%
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
1Semiconductors140.8M
12.2%
2N/A130.2M
11.3%
3Software - Infrastructure107.1M
9.3%
Top Industries by Stock Count
1N/A90 stocks
22.4%
2Software - Application19 stocks
4.7%
3Software - Infrastructure11 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ADVISORS INNER CIRCLE FD III ADVISORS INNER CIRCLE FD III1.5K sharesnew addition2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NVDA
-1.04%NVIDIA CORPORATION
Shares727.0K
Event2026-03-31
Filed2026-05-06
AAPL
1.22%APPLE INC
Shares416.0K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
-10.41%ALPHABET INC
Shares340.1K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
-10.38%BROADCOM INC
Shares297.6K
Event2026-03-31
Filed2026-05-06
MSFT
2.50%MICROSOFT CORP
Shares236.5K
Event2026-03-31
Filed2026-05-06
AMZN
0.65%AMAZON COM INC
Shares368.8K
Event2026-03-31
Filed2026-05-06
JMTG
0.43%J P MORGAN EXCHANGE TRADED F
Shares1.3M
Event2026-03-31
Filed2026-05-06
V
2.03%VISA INC
Shares176.6K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC DEL
-0.31%BERKSHIRE HATHAWAY INC DEL
Shares69.8K
Event2026-03-31
Filed2026-05-06
PWR
-35.33%QUANTA SVCS INC
Shares60.6K
Event2026-03-31
Filed2026-05-06
BE
-34.14%BLOOM ENERGY CORP
Shares233.7K
Event2026-03-31
Filed2026-05-06
LOW
0.48%LOWES COS INC
Shares127.3K
Event2026-03-31
Filed2026-05-06
PPH
-0.06%VANECK ETF TRUST
Shares267.7K
Event2026-03-31
Filed2026-05-06
NFLX
14868.50%NETFLIX INC.
Shares269.4K
Event2026-03-31
Filed2026-05-06
PNC
-0.49%PNC FINL SVCS GROUP INC
Shares123.6K
Event2026-03-31
Filed2026-05-06
PGR
0.67%PROGRESSIVE CORP
Shares120.0K
Event2026-03-31
Filed2026-05-06
CMS
0.41%CMS ENERGY CORP
Shares293.4K
Event2026-03-31
Filed2026-05-06
LINDE PLC
0.62%LINDE PLC
Shares45.3K
Event2026-03-31
Filed2026-05-06
USFD
66.02%US FOODS HLDG CORP
Shares237.3K
Event2026-03-31
Filed2026-05-06
RMD
2.76%RESMED INC
Shares95.0K
Event2026-03-31
Filed2026-05-06
EQIX
-0.07%EQUINIX INC
Shares21.2K
Event2026-03-31
Filed2026-05-06
AWK
-0.38%AMERICAN WTR WKS CO INC NEW
Shares152.2K
Event2026-03-31
Filed2026-05-06
AZO
0.42%AUTOZONE INC
Shares6.0K
Event2026-03-31
Filed2026-05-06
SYK
20080.00%STRYKER CORPORATION
Shares60.5K
Event2026-03-31
Filed2026-05-06
AON PLC
0.62%AON PLC
Shares57.2K
Event2026-03-31
Filed2026-05-06
PANW
55.87%PALO ALTO NETWORKS INC
Shares110.6K
Event2026-03-31
Filed2026-05-06
TMO
2.47%THERMO FISHER SCIENTIFIC INC
Shares35.9K
Event2026-03-31
Filed2026-05-06
TJX
-1.03%TJX COS INC NEW
Shares100.3K
Event2026-03-31
Filed2026-05-06
VMI
0.89%VALMONT INDS INC
Shares39.9K
Event2026-03-31
Filed2026-05-06
DHR
2.82%DANAHER CORP DEL
Shares80.8K
Event2026-03-31
Filed2026-05-06
KLAC
256375.00%KLA CORP
Shares10.3K
Event2026-03-31
Filed2026-05-06
ADI
4.34%ANALOG DEVICES INC
Shares40.6K
Event2026-03-31
Filed2026-05-06
VLTO
2.02%VERALTO CORP
Shares143.1K
Event2026-03-31
Filed2026-05-06
ARISTA NETWORKS INC
1.10%ARISTA NETWORKS INC
Shares93.4K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
-29.64%ALPHABET INC
Shares37.7K
Event2026-03-31
Filed2026-05-06
NVT
0.41%NVENT ELEC PLC
Shares85.1K
Event2026-03-31
Filed2026-05-06
JNJ
1.08%JOHNSON & JOHNSON
Shares41.0K
Event2026-03-31
Filed2026-05-06
MEG
2.09%MONTROSE ENVIRONMENTAL GROUP
Shares436.5K
Event2026-03-31
Filed2026-05-06
TYL
-0.80%TYLER TECHNOLOGIES INC
Shares23.0K
Event2026-03-31
Filed2026-05-06
ETR
0.87%ENTERGY CORP NEW
Shares67.1K
Event2026-03-31
Filed2026-05-06
BROOKFIELD INFRASTRUCTURE CO
-0.64%BROOKFIELD INFRASTRUCTURE CO
Shares190.8K
Event2026-03-31
Filed2026-05-06
BIP
-1.56%BROOKFIELD INFRASTRUCTURE PA
Shares184.1K
Event2026-03-31
Filed2026-05-06
HASI
-2.04%HA SUSTAINABLE INFRA CAP INC
Shares179.4K
Event2026-03-31
Filed2026-05-06
GLD
1.65%SPDR GOLD TR
Shares11.4K
Event2026-03-31
Filed2026-05-06
NOC
-3.37%NORTHROP GRUMMAN CORP
Shares7.2K
Event2026-03-31
Filed2026-05-06
SPY
-0.24%STATE STR SPDR S&P 500 ETF T
Shares6.7K
Event2026-03-31
Filed2026-05-06
FSLR
-84.40%FIRST SOLAR INC
Shares20.4K
Event2026-03-31
Filed2026-05-06
VTI
-3.26%VANGUARD INDEX FDS
Shares9.6K
Event2026-03-31
Filed2026-05-06
COST
13.71%COSTCO WHOLESALE CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-05-06
MA
0.81%MASTERCARD INCORPORATED
Shares5.9K
Event2026-03-31
Filed2026-05-06
TRV
0.40%TRAVELERS COMPANIES INC
Shares8.8K
Event2026-03-31
Filed2026-05-06
XLV
1.82%SELECT SECTOR SPDR TR
Shares17.4K
Event2026-03-31
Filed2026-05-06
IBB
-7.40%ISHARES TR
Shares15.0K
Event2026-03-31
Filed2026-05-06
TT
-0.76%TRANE TECHNOLOGIES PLC
Shares6.0K
Event2026-03-31
Filed2026-05-06
VXUS
-3.03%VANGUARD STAR FDS
Shares32.0K
Event2026-03-31
Filed2026-05-06
AMAT
-4.23%APPLIED MATLS INC
Shares7.1K
Event2026-03-31
Filed2026-05-06
AMAL
-1.52%AMALGAMATED FINANCIAL CORP
Shares48.7K
Event2026-03-31
Filed2026-05-06
JPM
25.14%JPMORGAN CHASE & CO
Shares5.7K
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
5.65%MERCK & CO INC
Shares13.3K
Event2026-03-31
Filed2026-05-06
GS
27.42%GOLDMAN SACHS GROUP INC
Shares1.9K
Event2026-03-31
Filed2026-05-06
MS
15.18%MORGAN STANLEY
Shares9.3K
Event2026-03-31
Filed2026-05-06
ULTA
1.87%ULTA BEAUTY INC
Shares2.8K
Event2026-03-31
Filed2026-05-06
IVV
0.00%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-06
ITOT
NewISHARES TR
Shares7.8K
Event2026-03-31
Filed2026-05-06
CNI
0.00%CANADIAN NATL RY CO
Shares10.2K
Event2026-03-31
Filed2026-05-06
TSLA
0.00%TESLA INC
Shares2.8K
Event2026-03-31
Filed2026-05-06
ORCL
2.44%ORACLE CORP
Shares7.0K
Event2026-03-31
Filed2026-05-06
KKR & CO INC
-12.19%KKR & CO INC
Shares10.8K
Event2026-03-31
Filed2026-05-06
PG
17.59%PROCTER & GAMBLE CO
Shares6.9K
Event2026-03-31
Filed2026-05-06
TD
0.00%TORONTO DOMINION BK ONT
Shares10.0K
Event2026-03-31
Filed2026-05-06
ABBV
24.04%ABBVIE INC
Shares4.1K
Event2026-03-31
Filed2026-05-06
WMT
46.88%WALMART INC
Shares6.8K
Event2026-03-31
Filed2026-05-06
MKL
0.94%MARKEL GROUP INC
Shares429
Event2026-03-31
Filed2026-05-06
MGK
-9.55%VANGUARD WORLD FD
Shares2.2K
Event2026-03-31
Filed2026-05-06
LLY
-4.71%ELI LILLY & CO
Shares849
Event2026-03-31
Filed2026-05-06
CF
0.00%CF INDUSTRIES HOLD
Shares6.0K
Event2026-03-31
Filed2026-05-06
MDY
25.00%STATE STR SPDR S&P MIDCAP 40
Shares1.3K
Event2026-03-31
Filed2026-05-06
NEE
12.80%NEXTERA ENERGY INC
Shares8.1K
Event2026-03-31
Filed2026-05-06
AVB
-15.98%AVALONBAY CMNTYS INC
Shares4.5K
Event2026-03-31
Filed2026-05-06
BN
-14.29%BROOKFIELD CORP
Shares18.0K
Event2026-03-31
Filed2026-05-06
TSM
53.94%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.9K
Event2026-03-31
Filed2026-05-06
IYW
64.85%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-06
XLK
-36.57%SELECT SECTOR SPDR TR
Shares4.6K
Event2026-03-31
Filed2026-05-06
ABT
0.42%ABBOTT LABORATORIES
Shares5.8K
Event2026-03-31
Filed2026-05-06
HD
21.04%HOME DEPOT INC
Shares1.8K
Event2026-03-31
Filed2026-05-06
SOXX
0.00%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-06
BAC
10.40%BANK AMERICA CORP
Shares11.2K
Event2026-03-31
Filed2026-05-06
DHI
0.00%D R HORTON INC
Shares3.8K
Event2026-03-31
Filed2026-05-06
HLIO
0.00%HELIOS TECHNOLOGIES INC
Shares7.9K
Event2026-03-31
Filed2026-05-06
UNP
9.63%UNION PAC CORP
Shares2.0K
Event2026-03-31
Filed2026-05-06
VRSK
0.35%VERISK ANALYTICS INC
Shares2.6K
Event2026-03-31
Filed2026-05-06
MDLZ
-96.29%MONDELEZ INTL INC
Shares8.1K
Event2026-03-31
Filed2026-05-06
MGV
0.00%VANGUARD WORLD FD
Shares3.2K
Event2026-03-31
Filed2026-05-06
AMT
-5.93%AMERICAN TOWER CORP
Shares2.7K
Event2026-03-31
Filed2026-05-06
MMM
0.00%3M CO
Shares3.2K
Event2026-03-31
Filed2026-05-06
TFC
14.76%TRUIST FINL CORP
Shares10.1K
Event2026-03-31
Filed2026-05-06
AKR
0.00%ACADIA RLTY TR
Shares24.0K
Event2026-03-31
Filed2026-05-06
EFA
65.14%ISHARES TR
Shares4.7K
Event2026-03-31
Filed2026-05-06
ADBE
-86.42%ADOBE INC
Shares1.8K
Event2026-03-31
Filed2026-05-06
OC
0.00%OWENS CORNING NEW
Shares4.0K
Event2026-03-31
Filed2026-05-06
XOM
64.02%EXXON MOBIL CORP
Shares2.5K
Event2026-03-31
Filed2026-05-06
CSCO
2.65%CISCO SYS INC
Shares5.4K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TR
13.24%INVESCO QQQ TR
Shares727
Event2026-03-31
Filed2026-05-06
HII
0.00%HUNTINGTON INGALLS INDS INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
WAT
2.31%WATERS CORP
Shares1.3K
Event2026-03-31
Filed2026-05-06
MMC
-3.19%MARSH & MCLENNAN COS INC
Shares2.2K
Event2026-03-31
Filed2026-05-06
CRM
-21.27%SALESFORCE INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
ADP
-4.07%AUTOMATIC DATA PROCESSING IN
Shares1.9K
Event2026-03-31
Filed2026-05-06
IJH
0.00%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-06
PEP
-0.80%PEPSICO INC
Shares2.4K
Event2026-03-31
Filed2026-05-06
MCD
65.77%MCDONALDS CORP
Shares1.2K
Event2026-03-31
Filed2026-05-06
VLO
0.00%VALERO ENERGY CORP
Shares1.5K
Event2026-03-31
Filed2026-05-06
ISRG
-4.45%INTUITIVE SURGICAL INC
Shares773
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR
6.67%ISHARES GOLD TR
Shares4.0K
Event2026-03-31
Filed2026-05-06
VFH
NewVANGUARD WORLD FD
Shares2.9K
Event2026-03-31
Filed2026-05-06
BLACKSTONE INC
11.16%BLACKSTONE INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
VNQ
0.00%VANGUARD INDEX FDS
Shares3.9K
Event2026-03-31
Filed2026-05-06
SPGI
-6.86%S&P GLOBAL INC
Shares788
Event2026-03-31
Filed2026-05-06
ITA
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-06
VDC
-19.72%VANGUARD WORLD FD
Shares1.4K
Event2026-03-31
Filed2026-05-06
CRWD
0.00%CROWDSTRIKE HLDGS INC
Shares800
Event2026-03-31
Filed2026-05-06
URI
-6.68%UNITED RENTALS INC
Shares419
Event2026-03-31
Filed2026-05-06
NSC
60.98%NORFOLK SOUTHN CORP
Shares1.1K
Event2026-03-31
Filed2026-05-06
CMI
175.00%CUMMINS INC
Shares550
Event2026-03-31
Filed2026-05-06
AXON
0.00%AXON ENTERPRISE INC
Shares685
Event2026-03-31
Filed2026-05-06
IEFA
71.40%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-06
SJM
0.00%SMUCKER J M CO
Shares3.0K
Event2026-03-31
Filed2026-05-06
LEN
0.00%LENNAR CORP
Shares3.3K
Event2026-03-31
Filed2026-05-06
META
22.41%META PLATFORMS INC
Shares497
Event2026-03-31
Filed2026-05-06
ASML
21.59%ASML HLDG NV
Shares214
Event2026-03-31
Filed2026-05-06
NI
50.00%NISOURCE INC
Shares6.0K
Event2026-03-31
Filed2026-05-06
XAR
-48.16%SPDR SERIES TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-06
CVX
164.95%CHEVRON CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-05-06
VB
-8.18%VANGUARD INDEX FDS
Shares1.0K
Event2026-03-31
Filed2026-05-06
KRNT
-11.57%KORNIT DIGITAL LTD
Shares17.5K
Event2026-03-31
Filed2026-05-06
NUE
0.00%NUCOR CORP
Shares1.5K
Event2026-03-31
Filed2026-05-06
CB
74.31%CHUBB LTD SWITZ
Shares753
Event2026-03-31
Filed2026-05-06
MTD
33.33%METTLER TOLEDO INTERNATIONAL
Shares192
Event2026-03-31
Filed2026-05-06
ECL
-7.60%ECOLAB INC
Shares900
Event2026-03-31
Filed2026-05-06
WFC
0.00%WELLS FARGO & CO
Shares3.0K
Event2026-03-31
Filed2026-05-06
IWM
19.50%ISHARES TR
Shares956
Event2026-03-31
Filed2026-05-06
USMV
0.00%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-05-06
GIS
3.33%GENERAL MILLS INC
Shares6.3K
Event2026-03-31
Filed2026-05-06
NVS
9.73%NOVARTIS AG
Shares1.5K
Event2026-03-31
Filed2026-05-06
TIP
24.66%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-06
AMD
-1.66%ADVANCED MICRO DEVICES INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
SLV
0.00%ISHARES SILVER TR
Shares3.2K
Event2026-03-31
Filed2026-05-06
XLY
64.71%SELECT SECTOR SPDR TR
Shares2.0K
Event2026-03-31
Filed2026-05-06
PLD
-52.30%PROLOGIS INC.
Shares1.6K
Event2026-03-31
Filed2026-05-06
CAT
-20.00%CATERPILLAR INC
Shares300
Event2026-03-31
Filed2026-05-06
RTX
106.03%RTX CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-06
IBM
-12.32%INTERNATIONAL BUSINESS MACHS
Shares854
Event2026-03-31
Filed2026-05-06
REG
-11.89%REGENCY CTRS CORP
Shares2.7K
Event2026-03-31
Filed2026-05-06
CENCORA INC
0.00%CENCORA INC
Shares640
Event2026-03-31
Filed2026-05-06
ICE
0.00%INTERCONTINENTAL EXCHANGE IN
Shares1.3K
Event2026-03-31
Filed2026-05-06
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC
Shares700
Event2026-03-31
Filed2026-05-06
KO
43.80%COCA COLA CO
Shares2.6K
Event2026-03-31
Filed2026-05-06
GNR
NewSPDR INDEX SHS FDS
Shares2.6K
Event2026-03-31
Filed2026-05-06
ZS
0.00%ZSCALER INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
CVS
0.00%CVS HEALTH CORP
Shares2.5K
Event2026-03-31
Filed2026-05-06
ORLY
0.00%OREILLY AUTOMOTIVE INC
Shares1.9K
Event2026-03-31
Filed2026-05-06
ICSH
0.00%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-06
AMJB
0.00%JPMORGAN CHASE FINL CO LLC
Shares4.9K
Event2026-03-31
Filed2026-05-06
EMR
0.00%EMERSON ELEC CO
Shares1.3K
Event2026-03-31
Filed2026-05-06
MINT
0.00%PIMCO ETF TR
Shares1.6K
Event2026-03-31
Filed2026-05-06
WM
42.20%WASTE MGMT INC DEL
Shares711
Event2026-03-31
Filed2026-05-06
GILD
-1.55%GILEAD SCIENCES INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
CITIGROUP INC
250.00%CITIGROUP INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
HUBS
0.00%HUBSPOT INC
Shares640
Event2026-03-31
Filed2026-05-06
IWR
59.60%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-06
EPD
-53.41%ENTERPRISE PRODS PARTNERS L
Shares4.1K
Event2026-03-31
Filed2026-05-06
SMH
-36.51%VANECK ETF TRUST
Shares400
Event2026-03-31
Filed2026-05-06
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares774
Event2026-03-31
Filed2026-05-06
TRMB
0.00%TRIMBLE INC
Shares2.3K
Event2026-03-31
Filed2026-05-06
TGT
50.91%TARGET CORP
Shares1.2K
Event2026-03-31
Filed2026-05-06
NOW
-98.70%SERVICENOW INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
VTR
0.00%VENTAS INC
Shares1.8K
Event2026-03-31
Filed2026-05-06
CSX
0.00%CSX CORP
Shares3.6K
Event2026-03-31
Filed2026-05-06
LKQ
0.00%LKQ CORP
Shares5.0K
Event2026-03-31
Filed2026-05-06
DLR
0.00%DIGITAL RLTY TR INC
Shares800
Event2026-03-31
Filed2026-05-06
GBTC
-19.34%GRAYSCALE BITCOIN TRUST ETF
Shares2.7K
Event2026-03-31
Filed2026-05-06
VPU
-51.96%VANGUARD WORLD FD
Shares700
Event2026-03-31
Filed2026-05-06
MPWR
0.00%MONOLITHIC PWR SYS INC
Shares125
Event2026-03-31
Filed2026-05-06
IREN
0.00%IREN LIMITED
Shares4.0K
Event2026-03-31
Filed2026-05-06
VZ
23.04%VERIZON COMMUNICATIONS INC
Shares2.7K
Event2026-03-31
Filed2026-05-06
HOLX
0.00%HOLOGIC INC
Shares1.7K
Event2026-03-31
Filed2026-05-06
D
27.61%DOMINION ENERGY INC
Shares2.1K
Event2026-03-31
Filed2026-05-06
IJR
1484.62%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-06
MCB
0.00%METROPOLITAN BK HLDG CORP
Shares1.5K
Event2026-03-31
Filed2026-05-06
COOPER COS INC
-45.02%COOPER COS INC
Shares1.7K
Event2026-03-31
Filed2026-05-06
ZTS
-15.18%ZOETIS INC
Shares1.0K
Event2026-03-31
Filed2026-05-06
MET
0.00%METLIFE INC
Shares1.7K
Event2026-03-31
Filed2026-05-06
LNG
0.00%CHENIERE ENERGY INC
Shares426
Event2026-03-31
Filed2026-05-06
XEL
0.00%XCEL ENERGY INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
KNSL
0.00%KINSALE CAP GROUP INC
Shares350
Event2026-03-31
Filed2026-05-06
CRWV
0.00%COREWEAVE INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
SHOP
0.00%SHOPIFY INC
Shares1.0K
Event2026-03-31
Filed2026-05-06
OXY
-10.00%OCCIDENTAL PETE CORP
Shares1.8K
Event2026-03-31
Filed2026-05-06
SBUX
-4.41%STARBUCKS CORP
Shares1.3K
Event2026-03-31
Filed2026-05-06
MOAT
NewVANECK ETF TRUST
Shares1.2K
Event2026-03-31
Filed2026-05-06
JBL
0.00%JABIL INC
Shares436
Event2026-03-31
Filed2026-05-06
GEV
0.00%GE VERNOVA INC
Shares132
Event2026-03-31
Filed2026-05-06
PCAR
13.71%PACCAR INC
Shares995
Event2026-03-31
Filed2026-05-06
PIPER SANDLER COMPANIES
NewPIPER SANDLER COMPANIES
Shares1.5K
Event2026-03-31
Filed2026-05-06
THE CIGNA GROUP
117.19%THE CIGNA GROUP
Shares417
Event2026-03-31
Filed2026-05-06
LRGC
NewAB ACTIVE ETFS INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
PLPC
0.00%PREFORMED LINE PRODS CO
Shares400
Event2026-03-31
Filed2026-05-06
NVCT
0.00%NUVECTIS PHARMA INC
Shares14.0K
Event2026-03-31
Filed2026-05-06
FDX
NewFEDEX CORP
Shares300
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORP NEW
NewDUKE ENERGY CORP NEW
Shares800
Event2026-03-31
Filed2026-05-06
KR
238.10%KROGER CO
Shares1.4K
Event2026-03-31
Filed2026-05-06
IWB
0.00%ISHARES TR
Shares285
Event2026-03-31
Filed2026-05-06
VGT
-7.05%VANGUARD WORLD FD
Shares145
Event2026-03-31
Filed2026-05-06
RSG
30.86%REPUBLIC SVCS INC
Shares458
Event2026-03-31
Filed2026-05-06
T
144.61%AT&T INC
Shares3.4K
Event2026-03-31
Filed2026-05-06
XLF
-21.13%SELECT SECTOR SPDR TR
Shares2.0K
Event2026-03-31
Filed2026-05-06
APD
0.00%AIR PRODUCTS AND CHEMICALS I
Shares331
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares500
Event2026-03-31
Filed2026-05-06
IMCG
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-06
WEC ENERGY GROUP INC
-17.66%WEC ENERGY GROUP INC
Shares816
Event2026-03-31
Filed2026-05-06
INTU
18.58%INTUIT
Shares217
Event2026-03-31
Filed2026-05-06
WDAY
0.00%WORKDAY INC
Shares700
Event2026-03-31
Filed2026-05-06
VUSB
80.00%VANGUARD BD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-05-06
XLC
0.00%SELECT SECTOR SPDR TR
Shares807
Event2026-03-31
Filed2026-05-06
PM
NewPHILIP MORRIS INTL INC
Shares539
Event2026-03-31
Filed2026-05-06
FCX
-16.62%FREEPORT MCMORAN INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
IWS
0.00%ISHARES TR
Shares600
Event2026-03-31
Filed2026-05-06
ACCENTURE PLC IRELAND
0.00%ACCENTURE PLC IRELAND
Shares440
Event2026-03-31
Filed2026-05-06
XLI
0.00%SELECT SECTOR SPDR TR
Shares530
Event2026-03-31
Filed2026-05-06
XSOE
NewWISDOMTREE TR
Shares2.1K
Event2026-03-31
Filed2026-05-06
NORTHERN LTS FD TR IV
0.00%NORTHERN LTS FD TR IV
Shares2.6K
Event2026-03-31
Filed2026-05-06
FUTY
0.00%FIDELITY COVINGTON TRUST
Shares1.4K
Event2026-03-31
Filed2026-05-06
SCI
0.00%SERVICE CORP INTL
Shares1.0K
Event2026-03-31
Filed2026-05-06
WELL
0.00%WELLTOWER INC
Shares412
Event2026-03-31
Filed2026-05-06
RY
0.00%ROYAL BK CDA
Shares500
Event2026-03-31
Filed2026-05-06
FTNT
0.00%FORTINET INC
Shares985
Event2026-03-31
Filed2026-05-06
MPLX
0.00%MPLX LP
Shares1.4K
Event2026-03-31
Filed2026-05-06
XLP
0.00%SELECT SECTOR SPDR TR
Shares936
Event2026-03-31
Filed2026-05-06
UNILEVER PLC
150.09%UNILEVER PLC
Shares1.3K
Event2026-03-31
Filed2026-05-06
CHD
0.00%CHURCH & DWIGHT CO INC
Shares800
Event2026-03-31
Filed2026-05-06
EATON CORP PLC
-18.18%EATON CORP PLC
Shares207
Event2026-03-31
Filed2026-05-06
TXN
13.43%TEXAS INSTRS INC
Shares380
Event2026-03-31
Filed2026-05-06
NVO
0.00%NOVO-NORDISK A S
Shares2.0K
Event2026-03-31
Filed2026-05-06
AMGN
0.00%AMGEN INC
Shares208
Event2026-03-31
Filed2026-05-06
MELI
5.00%MERCADOLIBRE INC
Shares42
Event2026-03-31
Filed2026-05-06
CPT
0.00%CAMDEN PPTY TR
Shares738
Event2026-03-31
Filed2026-05-06
IRM
-41.67%IRON MTN INC DEL
Shares700
Event2026-03-31
Filed2026-05-06
IDA
0.00%IDACORP INC
Shares500
Event2026-03-31
Filed2026-05-06
KMB
119.76%KIMBERLY-CLARK CORP
Shares734
Event2026-03-31
Filed2026-05-06
AGG
NewISHARES TR
Shares700
Event2026-03-31
Filed2026-05-06
EEM
NewISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-06
SO
NewSOUTHERN CO
Shares700
Event2026-03-31
Filed2026-05-06
AEE
0.00%AMEREN CORP
Shares614
Event2026-03-31
Filed2026-05-06
BXP
155.71%BXP INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
IVT
0.00%INVENTRUST PPTYS CORP
Shares2.2K
Event2026-03-31
Filed2026-05-06
CBOE
0.00%CBOE GLOBAL MKTS INC
Shares235
Event2026-03-31
Filed2026-05-06
BEP
0.00%BROOKFIELD RENEWABLE ENERGY
Shares2.0K
Event2026-03-31
Filed2026-05-06
BRX
0.00%BRIXMOR PPTY GROUP INC
Shares2.3K
Event2026-03-31
Filed2026-05-06
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares800
Event2026-03-31
Filed2026-05-06
SUI
0.00%SUN CMNTYS INC
Shares507
Event2026-03-31
Filed2026-05-06
IDV
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-06
PKG
0.00%PACKAGING CORP AMER
Shares300
Event2026-03-31
Filed2026-05-06
HR
0.00%HEALTHCARE RLTY TR
Shares3.6K
Event2026-03-31
Filed2026-05-06
BWXT
0.00%BWX TECHNOLOGIES INC
Shares300
Event2026-03-31
Filed2026-05-06
CDW
8.89%CDW CORP
Shares490
Event2026-03-31
Filed2026-05-06
CWEN
0.00%CLEARWAY ENERGY INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
VGSH
0.00%VANGUARD SCOTTSDALE FDS
Shares985
Event2026-03-31
Filed2026-05-06
XLE
93.75%SELECT SECTOR SPDR TR
Shares930
Event2026-03-31
Filed2026-05-06
PFE
103.41%PFIZER INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
UBER
78.14%UBER TECHNOLOGIES INC
Shares766
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FDS
0.00%VANGUARD INDEX FDS
Shares92
Event2026-03-31
Filed2026-05-06
WSR
6.25%WHITESTONE REIT
Shares3.4K
Event2026-03-31
Filed2026-05-06
CCJ
0.00%CAMECO CORP
Shares500
Event2026-03-31
Filed2026-05-06
PSA
0.00%PUBLIC STORAGE OPER CO
Shares199
Event2026-03-31
Filed2026-05-06
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares250
Event2026-03-31
Filed2026-05-06
IEMG
NewISHARES INC
Shares768
Event2026-03-31
Filed2026-05-06
USB
0.00%US BANCORP
Shares1.0K
Event2026-03-31
Filed2026-05-06
OSCR
0.00%OSCAR HEALTH INC
Shares4.6K
Event2026-03-31
Filed2026-05-06
CL
0.00%COLGATE PALMOLIVE CO
Shares613
Event2026-03-31
Filed2026-05-06
APTIV PLC
0.00%APTIV PLC
Shares750
Event2026-03-31
Filed2026-05-06
MGNR
NewAMERICAN BEACON SELECT FUNDS
Shares1.0K
Event2026-03-31
Filed2026-05-06
ITM
0.00%VANECK ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-06
SOLV
0.00%SOLVENTUM CORP
Shares750
Event2026-03-31
Filed2026-05-06
DIS
NewDISNEY WALT CO
Shares500
Event2026-03-31
Filed2026-05-06
CDNS
68.63%CADENCE DESIGN SYSTEM INC
Shares172
Event2026-03-31
Filed2026-05-06
STLD
-8.62%STEEL DYNAMICS INC
Shares265
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
-71.25%GE AEROSPACE
Shares165
Event2026-03-31
Filed2026-05-06
AHR
0.00%AMERICAN HEALTHCARE REIT INC
Shares989
Event2026-03-31
Filed2026-05-06
GRMN
NewGARMIN LTD
Shares201
Event2026-03-31
Filed2026-05-06
SCHG
0.00%SCHWAB STRATEGIC TR
Shares1.6K
Event2026-03-31
Filed2026-05-06
TE CONNECTIVITY PLC
-6.72%TE CONNECTIVITY PLC
Shares222
Event2026-03-31
Filed2026-05-06
MGEE
0.00%MGE ENERGY INC
Shares600
Event2026-03-31
Filed2026-05-06
KHC
355.56%KRAFT HEINZ CO
Shares2.0K
Event2026-03-31
Filed2026-05-06
EGP
NewEASTGROUP PPTYS INC
Shares249
Event2026-03-31
Filed2026-05-06
AMH
0.00%AMERICAN HOMES 4 RENT
Shares1.6K
Event2026-03-31
Filed2026-05-06
XLU
0.00%SELECT SECTOR SPDR TR
Shares1.0K
Event2026-03-31
Filed2026-05-06
HLT
NewHILTON WORLDWIDE HLDGS INC
Shares148
Event2026-03-31
Filed2026-05-06
FERGUSON ENTERPRISES INC
0.00%FERGUSON ENTERPRISES INC
Shares185
Event2026-03-31
Filed2026-05-06
ADSK
97.80%AUTODESK INC
Shares180
Event2026-03-31
Filed2026-05-06
SFM
0.00%SPROUTS FMRS MKT INC
Shares556
Event2026-03-31
Filed2026-05-06
IHI
-49.37%ISHARES TR
Shares800
Event2026-03-31
Filed2026-05-06
ESGV
50.00%VANGUARD WORLD FD
Shares375
Event2026-03-31
Filed2026-05-06
STIP
0.00%ISHARES TR
Shares400
Event2026-03-31
Filed2026-05-06
NRIX
0.00%NURIX THERAPEUTICS INC
Shares2.6K
Event2026-03-31
Filed2026-05-06
CSR
36.35%CENTERSPACE
Shares709
Event2026-03-31
Filed2026-05-06
HDV
0.00%ISHARES TR
Shares300
Event2026-03-31
Filed2026-05-06
AJG
NewGALLAGHER ARTHUR J & CO
Shares185
Event2026-03-31
Filed2026-05-06
J P MORGAN EXCHANGE TRADED F
0.00%J P MORGAN EXCHANGE TRADED F
Shares577
Event2026-03-31
Filed2026-05-06
COP
NewCONOCOPHILLIPS
Shares300
Event2026-03-31
Filed2026-05-06
CUZ
NewCOUSINS PPTYS INC
Shares1.7K
Event2026-03-31
Filed2026-05-06
LRGF
0.00%ISHARES TR
Shares580
Event2026-03-31
Filed2026-05-06
GTY
NewGETTY RLTY CORP NEW
Shares1.2K
Event2026-03-31
Filed2026-05-06
ADVISORS INNER CIRCLE FD III
NewADVISORS INNER CIRCLE FD III
Shares1.5K
Event2026-03-31
Filed2026-05-06
APH
56.54%AMPHENOL CORP
Shares299
Event2026-03-31
Filed2026-05-06
WMS
0.00%ADVANCED DRAIN SYS INC DEL
Shares270
Event2026-03-31
Filed2026-05-06
FVR
0.00%FRONTVIEW REIT INC
Shares2.4K
Event2026-03-31
Filed2026-05-06
DEUS
0.00%DBX ETF TR
Shares600
Event2026-03-31
Filed2026-05-06
XYL
0.00%XYLEM INC
Shares300
Event2026-03-31
Filed2026-05-06
DOC
NewHEALTHPEAK PROPERTIES INC
Shares2.1K
Event2026-03-31
Filed2026-05-06
NNN
0.00%NNN REIT INC
Shares818
Event2026-03-31
Filed2026-05-06
PAVE
-59.84%GLOBAL X FDS
Shares671
Event2026-03-31
Filed2026-05-06
IDXX
-60.00%IDEXX LABS INC
Shares60
Event2026-03-31
Filed2026-05-06
MARVELL TECHNOLOGY INC
-47.85%MARVELL TECHNOLOGY INC
Shares339
Event2026-03-31
Filed2026-05-06
COLD
0.00%AMERICOLD REALTY TRUST INC
Shares2.9K
Event2026-03-31
Filed2026-05-06
SMA
0.00%SMARTSTOP SELF STORAG REIT I
Shares1.1K
Event2026-03-31
Filed2026-05-06
FITB
0.00%FIFTH THIRD BANCORP
Shares710
Event2026-03-31
Filed2026-05-06
ARES
-39.88%ARES MANAGEMENT CORPORATION
Shares300
Event2026-03-31
Filed2026-05-06
SUN
0.00%SUNOCO LP/SUNOCO FIN CORP
Shares500
Event2026-03-31
Filed2026-05-06
GNRC
NewGENERAC HLDGS INC
Shares163
Event2026-03-31
Filed2026-05-06
BMY
0.00%BRISTOL-MYERS SQUIBB CO
Shares521
Event2026-03-31
Filed2026-05-06
TECH
0.00%BIO-TECHNE CORP
Shares596
Event2026-03-31
Filed2026-05-06
UNH
-35.80%UNITEDHEALTH GROUP INC
Shares113
Event2026-03-31
Filed2026-05-06
PROFESIONALLY MANAGED PORTFO
0.00%PROFESIONALLY MANAGED PORTFO
Shares578
Event2026-03-31
Filed2026-05-06
HIW
21.28%HIGHWOODS PPTYS INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
ARM
0.00%ARM HOLDINGS PLC
Shares200
Event2026-03-31
Filed2026-05-06
AXP
-58.16%AMERICAN EXPRESS CO
Shares100
Event2026-03-31
Filed2026-05-06
GTLS
-44.23%CHART INDS INC
Shares145
Event2026-03-31
Filed2026-05-06
CIBR
-85.11%FIRST TR EXCHANGE-TRADED FD
Shares475
Event2026-03-31
Filed2026-05-06
TTD
-48.12%THE TRADE DESK INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
BHP
0.00%BHP BILLITON LIMITED
Shares400
Event2026-03-31
Filed2026-05-06
URA
0.00%GLOBAL X FDS
Shares600
Event2026-03-31
Filed2026-05-06
BLACKROCK INC
0.00%BLACKROCK INC
Shares30
Event2026-03-31
Filed2026-05-06
QQEW
0.00%FIRST TR EXCHANGE-TRADED FD
Shares225
Event2026-03-31
Filed2026-05-06
HYS
0.00%PIMCO ETF TR
Shares300
Event2026-03-31
Filed2026-05-06
J P MORGAN EXCHANGE TRADED F
0.00%J P MORGAN EXCHANGE TRADED F
Shares290
Event2026-03-31
Filed2026-05-06
TOST
0.00%TOAST INC
Shares1.0K
Event2026-03-31
Filed2026-05-06
GDX
NewVANECK ETF TRUST
Shares285
Event2026-03-31
Filed2026-05-06
NET
0.00%CLOUDFLARE INC
Shares125
Event2026-03-31
Filed2026-05-06
VTEB
-50.00%VANGUARD MUN BD FDS
Shares497
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
5.45%LAM RESEARCH CORP
Shares116
Event2026-03-31
Filed2026-05-06
QNITY ELECTRONICS INC
-25.26%QNITY ELECTRONICS INC
Shares213
Event2026-03-31
Filed2026-05-06
FTAI AVIATION LTD
0.00%FTAI AVIATION LTD
Shares100
Event2026-03-31
Filed2026-05-06
ROP
-29.90%ROPER TECHNOLOGIES INC
Shares68
Event2026-03-31
Filed2026-05-06
FBTC
0.00%FIDELITY WISE ORIGIN BITCOIN
Shares390
Event2026-03-31
Filed2026-05-06
RAMACO RES INC
0.00%RAMACO RES INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
FDVV
0.00%FIDELITY COVINGTON TRUST
Shares400
Event2026-03-31
Filed2026-05-06
FIX
0.00%COMFORT SYS USA INC
Shares16
Event2026-03-31
Filed2026-05-06
NATIONAL GRID PLC
0.00%NATIONAL GRID PLC
Shares255
Event2026-03-31
Filed2026-05-06
CHDN
200.00%CHURCHILL DOWNS INC
Shares240
Event2026-03-31
Filed2026-05-06
CTAS
NewCINTAS CORP
Shares124
Event2026-03-31
Filed2026-05-06
WU
-60.00%WESTERN UN CO
Shares2.4K
Event2026-03-31
Filed2026-05-06
IWF
0.00%ISHARES TR
Shares49
Event2026-03-31
Filed2026-05-06
WMB
0.00%WILLIAMS COS INC
Shares283
Event2026-03-31
Filed2026-05-06
ETHA
0.00%ISHARES ETHEREUM TR
Shares1.3K
Event2026-03-31
Filed2026-05-06
FETH
0.00%FIDELITY ETHEREUM FD
Shares985
Event2026-03-31
Filed2026-05-06
BBAX
0.00%J P MORGAN EXCHANGE TRADED F
Shares345
Event2026-03-31
Filed2026-05-06
BLND
0.00%BLEND LABS INC
Shares11.9K
Event2026-03-31
Filed2026-05-06
IOT
NewSAMSARA INC
Shares632
Event2026-03-31
Filed2026-05-06
WST
NewWEST PHARMACEUTICAL SVSC INC
Shares79
Event2026-03-31
Filed2026-05-06
DUPONT DE NEMOURS INC
NewDUPONT DE NEMOURS INC
Shares427
Event2026-03-31
Filed2026-05-06
MSI
-73.53%MOTOROLA SOLUTIONS INC
Shares45
Event2026-03-31
Filed2026-05-06
DDOG
NewDATADOG INC
Shares163
Event2026-03-31
Filed2026-05-06
TDG
NewTRANSDIGM GROUP INC
Shares16
Event2026-03-31
Filed2026-05-06
BSX
0.00%BOSTON SCIENTIFIC CORP
Shares295
Event2026-03-31
Filed2026-05-06
PYPL
0.00%PAYPAL HLDGS INC
Shares400
Event2026-03-31
Filed2026-05-06
ALB
0.00%ALBEMARLE CORP
Shares100
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
0.00%MEDTRONIC PLC
Shares200
Event2026-03-31
Filed2026-05-06
FICO
NewFAIR ISAAC CORP
Shares16
Event2026-03-31
Filed2026-05-06
LULU
0.00%LULULEMON ATHLETICA INC
Shares106
Event2026-03-31
Filed2026-05-06
PRU
0.00%PRUDENTIAL FINL INC
Shares164
Event2026-03-31
Filed2026-05-06
IJT
0.00%ISHARES TR
Shares108
Event2026-03-31
Filed2026-05-06
MP
0.00%MP MATERIALS CORP
Shares300
Event2026-03-31
Filed2026-05-06
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares375
Event2026-03-31
Filed2026-05-06
UPS
0.00%UNITED PARCEL SVCS INC
Shares134
Event2026-03-31
Filed2026-05-06
OPRX
0.00%OPTIMIZERX CORP
Shares2.0K
Event2026-03-31
Filed2026-05-06
VWO
NewVANGUARD INTL EQUITY INDEX F
Shares228
Event2026-03-31
Filed2026-05-06
374WATER INC
0.00%374WATER INC
Shares4.3K
Event2026-03-31
Filed2026-05-06
GRAYSCALE BITCOIN MINI TR ET
0.00%GRAYSCALE BITCOIN MINI TR ET
Shares400
Event2026-03-31
Filed2026-05-06
CSGP
NewCOSTAR GROUP INC
Shares297
Event2026-03-31
Filed2026-05-06
BROOKFIELD RENEWABLE CORP
0.00%BROOKFIELD RENEWABLE CORP
Shares300
Event2026-03-31
Filed2026-05-06
BBT
NewBEACON FINANCIAL CORP.
Shares371
Event2026-03-31
Filed2026-05-06
DRAFTKINGS INC NEW
NewDRAFTKINGS INC NEW
Shares514
Event2026-03-31
Filed2026-05-06
MCO
0.00%MOODYS CORP
Shares25
Event2026-03-31
Filed2026-05-06
VEEV
NewVEEVA SYS INC
Shares62
Event2026-03-31
Filed2026-05-06
LION2
0.00%LIONSGATE STUDIOS CORP
Shares1.1K
Event2026-03-31
Filed2026-05-06
MSTR
0.00%STRATEGY INC
Shares85
Event2026-03-31
Filed2026-05-06
SPOT
0.00%SPOTIFY TECHNOLOGY S A
Shares21
Event2026-03-31
Filed2026-05-06
UEC
0.00%URANIUM ENERGY CORP
Shares750
Event2026-03-31
Filed2026-05-06
MEDP
NewMEDPACE HLDGS INC
Shares21
Event2026-03-31
Filed2026-05-06
VOT
0.00%VANGUARD INDEX FDS
Shares37
Event2026-03-31
Filed2026-05-06
ABNB
0.00%AIRBNB INC
Shares75
Event2026-03-31
Filed2026-05-06
SCHW
NewSCHWAB CHARLES CORP
Shares100
Event2026-03-31
Filed2026-05-06
WBD
0.00%WARNER BROS DISCOVERY INC
Shares334
Event2026-03-31
Filed2026-05-06
COIN
0.00%COINBASE GLOBAL INC
Shares50
Event2026-03-31
Filed2026-05-06
EXPD
NewEXPEDITORS INTL WASH INC
Shares60
Event2026-03-31
Filed2026-05-06
SYY
NewSYSCO CORP
Shares120
Event2026-03-31
Filed2026-05-06
MU
0.00%MICRON TECHNOLOGY INC
Shares25
Event2026-03-31
Filed2026-05-06
MAR
NewMARRIOTT INTL INC NEW
Shares25
Event2026-03-31
Filed2026-05-06
NKE
0.00%NIKE INC
Shares150
Event2026-03-31
Filed2026-05-06
QS
0.00%QUANTUMSCAPE CORP
Shares1.2K
Event2026-03-31
Filed2026-05-06
ALC
36.99%ALCON AG
Shares100
Event2026-03-31
Filed2026-05-06
TMDX
0.00%TRANSMEDICS GROUP INC
Shares75
Event2026-03-31
Filed2026-05-06
BJ
0.00%BJS WHSL CLUB HLDGS INC
Shares74
Event2026-03-31
Filed2026-05-06
CLM
0.00%CORNERSTONE STRATEGIC INVEST
Shares1.0K
Event2026-03-31
Filed2026-05-06
MNST
NewMONSTER BEVERAGE CORP NEW
Shares93
Event2026-03-31
Filed2026-05-06
ALL
0.00%ALLSTATE CORP
Shares30
Event2026-03-31
Filed2026-05-06
USAR
0.00%USA RARE EARTH INC
Shares400
Event2026-03-31
Filed2026-05-06
HON
0.00%HONEYWELL INTL INC
Shares26
Event2026-03-31
Filed2026-05-06
PFGC
0.00%PERFORMANCE FOOD GROUP CO
Shares65
Event2026-03-31
Filed2026-05-06
MSCI
NewMSCI INC
Shares10
Event2026-03-31
Filed2026-05-06
PLTR
0.00%PALANTIR TECHNOLOGIES INC
Shares33
Event2026-03-31
Filed2026-05-06
RSKD
0.00%RISKIFIED LTD
Shares1.2K
Event2026-03-31
Filed2026-05-06
SEAGATE TECHNOLOGY HLDNGS PL
0.00%SEAGATE TECHNOLOGY HLDNGS PL
Shares12
Event2026-03-31
Filed2026-05-06
MAGNUM ICE CREAM CO NV
150.00%MAGNUM ICE CREAM CO NV
Shares300
Event2026-03-31
Filed2026-05-06
FDS
NewFACTSET RESH SYS INC
Shares20
Event2026-03-31
Filed2026-05-06
METCB
1.36%RAMACO RES INC
Shares373
Event2026-03-31
Filed2026-05-06
VTRS
NewVIATRIS INC
Shares248
Event2026-03-31
Filed2026-05-06
VO
0.00%VANGUARD INDEX FDS
Shares11
Event2026-03-31
Filed2026-05-06
ILMN
0.00%ILLUMINA INC
Shares25
Event2026-03-31
Filed2026-05-06
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES I
Shares43
Event2026-03-31
Filed2026-05-06
ENPH
0.00%ENPHASE ENERGY INC
Shares75
Event2026-03-31
Filed2026-05-06
PH
0.00%PARKER-HANNIFIN CORP
Shares3
Event2026-03-31
Filed2026-05-06
RIVN
0.00%RIVIAN AUTOMOTIVE INC
Shares160
Event2026-03-31
Filed2026-05-06
RJF
0.00%RAYMOND JAMES FINL INC
Shares16
Event2026-03-31
Filed2026-05-06
SEDG
0.00%SOLAREDGE TECHNOLOGIES INC
Shares45
Event2026-03-31
Filed2026-05-06
A
0.00%AGILENT TECHNOLOGIES INC
Shares18
Event2026-03-31
Filed2026-05-06
CORPAY INC
NewCORPAY INC
Shares6
Event2026-03-31
Filed2026-05-06
MCHP
0.00%MICROCHIP TECHNOLOGY INC.
Shares27
Event2026-03-31
Filed2026-05-06
BLDR
NewBUILDERS FIRSTSOURCE INC
Shares20
Event2026-03-31
Filed2026-05-06
KD
0.00%KYNDRYL HLDGS INC
Shares125
Event2026-03-31
Filed2026-05-06
KVUE
NewKENVUE INC
Shares80
Event2026-03-31
Filed2026-05-06
SDGR
NewSCHRODINGER INC
Shares105
Event2026-03-31
Filed2026-05-06
PRGO
0.00%PERRIGO CO PLC
Shares100
Event2026-03-31
Filed2026-05-06
ALAB
NewASTERA LABS INC
Shares9
Event2026-03-31
Filed2026-05-06
CYBN
0.00%CYBIN INC
Shares197
Event2026-03-31
Filed2026-05-06
CELH
NewCELSIUS HLDGS INC
Shares26
Event2026-03-31
Filed2026-05-06
CLNE
0.00%CLEAN ENERGY FUELS CORP
Shares360
Event2026-03-31
Filed2026-05-06
STARZ ENTERTAINMENT CORP.
0.00%STARZ ENTERTAINMENT CORP.
Shares74
Event2026-03-31
Filed2026-05-06
BRO
0.00%BROWN & BROWN INC
Shares9
Event2026-03-31
Filed2026-05-06
SOLSTICE ADVANCED MATLS INC
0.00%SOLSTICE ADVANCED MATLS INC
Shares5
Event2026-03-31
Filed2026-05-06
GRAL
0.00%GRAIL INC
Shares4
Event2026-03-31
Filed2026-05-06
OLED
0.00%UNIVERSAL DISPLAY CORP
Shares1
Event2026-03-31
Filed2026-05-06
SPWR
0.00%SUNPOWER INC
Shares52
Event2026-03-31
Filed2026-05-06
OPENDOOR TECHNOLOGIES INC
0.00%OPENDOOR TECHNOLOGIES INC
Shares76
Event2026-03-31
Filed2026-05-06
WESTPORT FUEL SYSTEMS INC
0.00%WESTPORT FUEL SYSTEMS INC
Shares13
Event2026-03-31
Filed2026-05-06
OPENDOOR TECHNOLOGIES INC
0.00%OPENDOOR TECHNOLOGIES INC
Shares76
Event2026-03-31
Filed2026-05-06
OPENDOOR TECHNOLOGIES INC
0.00%OPENDOOR TECHNOLOGIES INC
Shares76
Event2026-03-31
Filed2026-05-06
PIO
Sold allINVESCO EXCH TRADED FD TR II
SharesN/A
Event2026-03-31
Filed2026-05-06
OLB GROUP INC
0.00%OLB GROUP INC
Shares36.0K
Event2026-03-31
Filed2026-05-06
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