Sponsored
The Analysis of Bank of New Hampshire's Holdings & P&L
Currently, Bank of New Hampshire holds 542 types of securities in its portfolio with a total value $437.2M. In the most recent quarter, they have increased their positions in JBND (+39.0K shares, valued at $2.1M), TOTL (+43.0K shares, valued at $1.7M), XLB (+19.7K shares, valued at $985.2K); decreased their positions in JPST (-60.4K shares, valued at $3.1M), GLD (-6.5K shares, valued at $2.8M), GVI (-7.7K shares, valued at $821.9K); initiated new positions in JBND (+39.0K shares, valued at $2.1M), TOTL (+43.0K shares, valued at $1.7M), PSTG (+14.6K shares, valued at $863.2K).
1M P&L
+9.2M+2.32%
3M P&L
-77.5M-16.08%
HY P&L
-55.9M-12.14%
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/A160.0M
41.2%
2Consumer Electronics17.8M
4.6%
3Software - Infrastructure16.3M
4.2%
Top Industries by Stock Count
1N/A160 stocks
31.9%
2Software - Application15 stocks
3.0%
3Software - Infrastructure12 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF2.1K shares0.00%2026-03-312026-04-13
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DEMZ Advisors Inner Circle Fund Iii Democratic Large Cap Core Etf3.6K shares0.00%2026-03-312026-04-13
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BUFR First Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf870 sharesnew addition2026-03-312026-04-13
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Solstice Advanced Materials Inc Solstice Advanced Materials Inc211 shares-45.34%2026-03-312026-04-13
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FLRN State Street SPDR Bloomberg Investment Grade Floating Rate ETF350 shares0.00%2026-03-312026-04-13
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State Street SPDR Bloomberg High Yield Bond ETF State Street SPDR Bloomberg High Yield Bond ETF66 shares0.00%2026-03-312026-04-13
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Amoskeag Industries Inc Closely Held Amoskeag Industries Inc Closely Held40 shares0.00%2026-03-312026-04-13
IVV
4.40%iShares Core S&P 500 ETF
Shares28.4K
Event2026-03-31
Filed2026-04-13
GLD
-13.57%SPDR Gold Shares ETF
Shares41.7K
Event2026-03-31
Filed2026-04-13
AAPL
-3.10%Apple Inc
Shares70.0K
Event2026-03-31
Filed2026-04-13
Alphabet Inc CL A
1.57%Alphabet Inc CL A
Shares43.3K
Event2026-03-31
Filed2026-04-13
VO
-0.97%Vanguard Mid Cap ETF
Shares38.3K
Event2026-03-31
Filed2026-04-13
MSFT
-3.15%Microsoft Corp
Shares29.7K
Event2026-03-31
Filed2026-04-13
Vanguard S&P 500 ETF
-3.03%Vanguard S&P 500 ETF
Shares16.3K
Event2026-03-31
Filed2026-04-13
GVI
-7.98%iShares Intermediate Government/Credit Bond ETF
Shares88.9K
Event2026-03-31
Filed2026-04-13
NVDA
-0.34%Nvidia Corp
Shares44.5K
Event2026-03-31
Filed2026-04-13
SPY
-0.29%State Street SPDR S&P 500 ETF Trust
Shares11.8K
Event2026-03-31
Filed2026-04-13
TJX
-0.93%TJX Cos Inc New
Shares47.9K
Event2026-03-31
Filed2026-04-13
JPM
-3.23%JPMorgan Chase & Co
Shares25.9K
Event2026-03-31
Filed2026-04-13
DFIV
8.18%Dimensional International Value ETF
Shares138.2K
Event2026-03-31
Filed2026-04-13
VEA
-0.22%Vanguard Ftse Developed Markets ETF
Shares101.1K
Event2026-03-31
Filed2026-04-13
AMZN
0.91%Amazon Com Inc
Shares29.8K
Event2026-03-31
Filed2026-04-13
VGT
0.58%Vanguard Information Technology ETF
Shares8.9K
Event2026-03-31
Filed2026-04-13
Berkshire Hathaway Inc Del
-2.20%Berkshire Hathaway Inc Del
Shares12.6K
Event2026-03-31
Filed2026-04-13
XOM
0.04%Exxon Mobil Corp
Shares35.0K
Event2026-03-31
Filed2026-04-13
CASY
-2.77%Caseys Gen Stores Inc
Shares7.9K
Event2026-03-31
Filed2026-04-13
WMT
-0.28%Walmart Inc
Shares44.4K
Event2026-03-31
Filed2026-04-13
COST
-1.06%Costco Whsl Corp New
Shares5.5K
Event2026-03-31
Filed2026-04-13
SCHI
15.52%Schwab 5 -10 Year Corporate Bond ETF
Shares235.1K
Event2026-03-31
Filed2026-04-13
MDY
-0.55%State Street SPDR S&P Midcap 400 ETF Trust
Shares8.5K
Event2026-03-31
Filed2026-04-13
SYK
-1.27%Stryker Corp
Shares15.0K
Event2026-03-31
Filed2026-04-13
VWO
1.15%Vanguard Ftse Emerging Markets ETF
Shares86.4K
Event2026-03-31
Filed2026-04-13
ORLY
-4.77%O Reilly Automotive Inc New
Shares47.7K
Event2026-03-31
Filed2026-04-13
Alphabet Inc CL C
-3.69%Alphabet Inc CL C
Shares14.9K
Event2026-03-31
Filed2026-04-13
AVUV
16.13%Avantis US Small Cap Value ETF
Shares38.5K
Event2026-03-31
Filed2026-04-13
Broadcom Inc
1.51%Broadcom Inc
Shares13.2K
Event2026-03-31
Filed2026-04-13
CAH
-1.17%Cardinal Health Inc
Shares19.2K
Event2026-03-31
Filed2026-04-13
JNJ
2.38%Johnson & Johnson
Shares14.8K
Event2026-03-31
Filed2026-04-13
JLL
-0.77%Jones Lang Lasalle Inc
Shares11.2K
Event2026-03-31
Filed2026-04-13
UPS
0.00%United Parcel Service Inc
Shares34.5K
Event2026-03-31
Filed2026-04-13
IJH
1.82%iShares Core S&P Midcap ETF
Shares49.4K
Event2026-03-31
Filed2026-04-13
ABBV
2.37%Abbvie Inc
Shares15.1K
Event2026-03-31
Filed2026-04-13
General Electric Aerospace
-0.36%General Electric Aerospace
Shares10.9K
Event2026-03-31
Filed2026-04-13
RL
-5.29%Ralph Lauren Corp
Shares8.9K
Event2026-03-31
Filed2026-04-13
LOW
-2.00%Lowes Cos Inc
Shares12.9K
Event2026-03-31
Filed2026-04-13
XLE
-1.95%State Street Energy Select Sector SPDR ETF
Shares49.4K
Event2026-03-31
Filed2026-04-13
JPST
-50.26%JPMorgan Ultra-Short Income ETF
Shares59.7K
Event2026-03-31
Filed2026-04-13
PLTR
2.90%Palantir Technologies Inc CL A
Shares20.6K
Event2026-03-31
Filed2026-04-13
QQQM
1.77%Invesco Nasdaq 100 ETF
Shares12.5K
Event2026-03-31
Filed2026-04-13
Eaton Corp PLC ADR
-1.06%Eaton Corp PLC ADR
Shares8.1K
Event2026-03-31
Filed2026-04-13
VEU
0.00%Vanguard Ftse All World EX US ETF
Shares38.2K
Event2026-03-31
Filed2026-04-13
ADP
-2.82%Automatic Data Processing Inc
Shares14.1K
Event2026-03-31
Filed2026-04-13
ICE
-0.28%Intercontinental Exchange Inc
Shares18.1K
Event2026-03-31
Filed2026-04-13
LYV
-1.02%Live Nation Entertainment Inc
Shares18.3K
Event2026-03-31
Filed2026-04-13
PHG
-1.28%Koninklijke Philips N.V. ADR
Shares98.8K
Event2026-03-31
Filed2026-04-13
BAC
0.59%Bank Amer Corp
Shares53.8K
Event2026-03-31
Filed2026-04-13
META
13.81%Meta Platforms Inc
Shares4.5K
Event2026-03-31
Filed2026-04-13
IBM
0.13%International Business Machines
Shares10.5K
Event2026-03-31
Filed2026-04-13
FN
-13.73%Fabrinet ADR
Shares4.8K
Event2026-03-31
Filed2026-04-13
CVX
-0.18%Chevron Corp New
Shares12.0K
Event2026-03-31
Filed2026-04-13
CEG
1.01%Constellation Energy Corp
Shares8.9K
Event2026-03-31
Filed2026-04-13
AXP
-7.93%American Express Co
Shares8.1K
Event2026-03-31
Filed2026-04-13
TT
-0.72%Trane Technologies PLC ADR
Shares5.6K
Event2026-03-31
Filed2026-04-13
AMAT
-6.07%Applied Matls Inc
Shares6.7K
Event2026-03-31
Filed2026-04-13
URI
-0.54%United Rentals Inc
Shares3.1K
Event2026-03-31
Filed2026-04-13
PG
0.73%Procter and Gamble Co
Shares15.8K
Event2026-03-31
Filed2026-04-13
MU
51.36%Micron Technology Inc
Shares6.6K
Event2026-03-31
Filed2026-04-13
EFA
0.00%iShares MSCI EAFE ETF
Shares22.2K
Event2026-03-31
Filed2026-04-13
BRK.A
0.00%Berkshire Hathaway Inc Ord Shs CL A
Shares3
Event2026-03-31
Filed2026-04-13
JBND
NewJP Morgan Active Bond ETF
Shares39.0K
Event2026-03-31
Filed2026-04-13
AMD
-2.94%Advanced Micro Devices Inc
Shares10.0K
Event2026-03-31
Filed2026-04-13
MTG
-6.15%MGIC Investment Corp
Shares76.7K
Event2026-03-31
Filed2026-04-13
AFL
-4.55%AFLAC Inc
Shares17.0K
Event2026-03-31
Filed2026-04-13
XLK
4.43%State StreetTechnology Select Sector SPDR ETF
Shares13.4K
Event2026-03-31
Filed2026-04-13
ASML
1.60%ASML Holding NV ADR
Shares1.3K
Event2026-03-31
Filed2026-04-13
TOTL
NewState Street Doubleline Total Return Tactical ETF
Shares43.0K
Event2026-03-31
Filed2026-04-13
RJF
-0.06%Raymond James Financial Inc
Shares11.6K
Event2026-03-31
Filed2026-04-13
VIOG
-13.63%Vanguard S&P Small-Cap 600 Growth ETF
Shares12.9K
Event2026-03-31
Filed2026-04-13
ORCL
-1.20%Oracle Corp
Shares10.9K
Event2026-03-31
Filed2026-04-13
WM
-1.08%Waste Mgmt Inc Del
Shares7.0K
Event2026-03-31
Filed2026-04-13
TRV
114.86%Travelers Companies Inc
Shares5.4K
Event2026-03-31
Filed2026-04-13
SHOP
-0.87%Shopify Inc ADR
Shares13.1K
Event2026-03-31
Filed2026-04-13
RTX
-3.41%RTX Corp
Shares8.0K
Event2026-03-31
Filed2026-04-13
XLB
179.10%State Street Materials Select Sector SPDR ETF
Shares30.7K
Event2026-03-31
Filed2026-04-13
CSCO
-0.89%Cisco Sys Inc
Shares19.2K
Event2026-03-31
Filed2026-04-13
Arista Networks Inc
0.53%Arista Networks Inc
Shares11.8K
Event2026-03-31
Filed2026-04-13
ARCC
-4.74%Ares Capital Corp
Shares79.7K
Event2026-03-31
Filed2026-04-13
GLW
-0.97%Corning Inc
Shares10.3K
Event2026-03-31
Filed2026-04-13
BSX
0.02%Boston Scientific Corp
Shares22.2K
Event2026-03-31
Filed2026-04-13
CTAS
0.04%Cintas Corp
Shares8.1K
Event2026-03-31
Filed2026-04-13
MCD
-14.68%McDonalds Corp
Shares4.3K
Event2026-03-31
Filed2026-04-13
VUG
-8.50%Vanguard Growth ETF
Shares3.0K
Event2026-03-31
Filed2026-04-13
NTAP
-0.85%NetApp Inc
Shares12.8K
Event2026-03-31
Filed2026-04-13
HD
-2.22%Home Depot Inc
Shares4.0K
Event2026-03-31
Filed2026-04-13
IBDW
13.76%iShares iBonds Dec 2031 Term Corporate ETF
Shares61.4K
Event2026-03-31
Filed2026-04-13
PM
0.00%Philip Morris Intl Inc
Shares7.1K
Event2026-03-31
Filed2026-04-13
IBDV
6.59%iShares iBonds Dec 2030 Term Corporate ETF
Shares53.3K
Event2026-03-31
Filed2026-04-13
SF
49.46%Stifel Financial Corp.
Shares15.0K
Event2026-03-31
Filed2026-04-13
SMOT
30.33%VanEck Morningstar SMID Moat ETF
Shares31.2K
Event2026-03-31
Filed2026-04-13
IWF
-3.80%iShares Russell 1000 Growth ETF
Shares2.5K
Event2026-03-31
Filed2026-04-13
Merck & Co Inc
-5.20%Merck & Co Inc
Shares8.6K
Event2026-03-31
Filed2026-04-13
IBDU
4.93%iShares iBonds Dec 2029 Term Corporate ETF
Shares43.6K
Event2026-03-31
Filed2026-04-13
PEP
-5.27%PepsiCo Inc
Shares6.4K
Event2026-03-31
Filed2026-04-13
CCJ
2.84%Cameco Corp ADR
Shares8.9K
Event2026-03-31
Filed2026-04-13
TMO
2.26%Thermo Fisher Scientific Inc
Shares1.9K
Event2026-03-31
Filed2026-04-13
ABT
0.22%Abbott Labs
Shares9.2K
Event2026-03-31
Filed2026-04-13
CME
0.00%CME Group Inc
Shares3.2K
Event2026-03-31
Filed2026-04-13
V
0.49%VISA Inc
Shares3.1K
Event2026-03-31
Filed2026-04-13
ITW
-3.72%Illinois Tool WKS Inc
Shares3.6K
Event2026-03-31
Filed2026-04-13
KO
0.00%Coca Cola Co
Shares12.1K
Event2026-03-31
Filed2026-04-13
SCHD
0.90%Schwab US Dividend Equity ETF
Shares30.1K
Event2026-03-31
Filed2026-04-13
VTI
-0.17%Vanguard Total Stk Mkt ETF
Shares2.9K
Event2026-03-31
Filed2026-04-13
GEV
0.00%General Electric Vernova Inc
Shares1.0K
Event2026-03-31
Filed2026-04-13
NOW
-8.11%Servicenow Inc
Shares8.5K
Event2026-03-31
Filed2026-04-13
PSTG
NewEverpure Inc.
Shares14.6K
Event2026-03-31
Filed2026-04-13
MS
-1.10%Morgan Stanley
Shares5.1K
Event2026-03-31
Filed2026-04-13
Duke Energy Corp New
3.65%Duke Energy Corp New
Shares6.3K
Event2026-03-31
Filed2026-04-13
TXN
0.00%Texas Instrs Inc
Shares4.1K
Event2026-03-31
Filed2026-04-13
IVW
-2.09%iShares S&P 500 Growth ETF
Shares7.0K
Event2026-03-31
Filed2026-04-13
EEM
0.00%iShares MSCI Emerging Markets ETF
Shares13.9K
Event2026-03-31
Filed2026-04-13
IBDS
2.22%iShares iBonds Dec 2027 Term Corporate ETF
Shares32.3K
Event2026-03-31
Filed2026-04-13
SUSA
0.00%iShares ESG Optimized MSCI USA ETF
Shares5.8K
Event2026-03-31
Filed2026-04-13
VCSH
7.51%Vanguard Short Term Corporate Bond ETF
Shares9.6K
Event2026-03-31
Filed2026-04-13
IWM
0.00%iShares Russell 2000 ETF
Shares2.9K
Event2026-03-31
Filed2026-04-13
LECO
-0.70%Lincoln Elec Hldgs Inc
Shares2.9K
Event2026-03-31
Filed2026-04-13
BND
-0.09%Vanguard Total Bond Market ETF
Shares9.4K
Event2026-03-31
Filed2026-04-13
DHR
-0.25%Danaher Corp Del
Shares3.6K
Event2026-03-31
Filed2026-04-13
VOOG
-26.04%Vanguard S&P 500 Growth ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
VZ
-4.79%Verizon Communications Inc
Shares12.8K
Event2026-03-31
Filed2026-04-13
VB
-1.78%Vanguard Small Cap ETF
Shares2.4K
Event2026-03-31
Filed2026-04-13
NEE
-0.46%Nextera Energy Inc
Shares6.5K
Event2026-03-31
Filed2026-04-13
LLY
-7.08%Lilly Eli & Co
Shares591
Event2026-03-31
Filed2026-04-13
SPGP
-8.78%Invesco S&P 500 Garp ETF
Shares5.0K
Event2026-03-31
Filed2026-04-13
BIV
-5.86%Vanguard Intermediate-Term Bond ETF
Shares6.9K
Event2026-03-31
Filed2026-04-13
CB
5.48%Chubb Limited ADR
Shares1.6K
Event2026-03-31
Filed2026-04-13
COP
4.44%ConocoPhillips
Shares4.0K
Event2026-03-31
Filed2026-04-13
DVY
0.00%iShares Select Dividend ETF
Shares3.5K
Event2026-03-31
Filed2026-04-13
LMT
0.00%Lockheed Martin Corp
Shares868
Event2026-03-31
Filed2026-04-13
QCOM
0.00%Qualcomm Inc
Shares4.0K
Event2026-03-31
Filed2026-04-13
AVIG
-0.04%Avantis Core Fixed Income ETF
Shares12.4K
Event2026-03-31
Filed2026-04-13
AMGN
0.07%Amgen Inc
Shares1.3K
Event2026-03-31
Filed2026-04-13
UNP
0.00%Union Pac Corp
Shares1.9K
Event2026-03-31
Filed2026-04-13
GWW
-10.46%Grainger W W Inc
Shares428
Event2026-03-31
Filed2026-04-13
General Dynamics Corp
0.00%General Dynamics Corp
Shares1.4K
Event2026-03-31
Filed2026-04-13
HON
0.00%Honeywell Intl Inc
Shares2.0K
Event2026-03-31
Filed2026-04-13
SO
-6.59%Southern Co
Shares4.6K
Event2026-03-31
Filed2026-04-13
CAT
0.00%Caterpillar Inc Del
Shares623
Event2026-03-31
Filed2026-04-13
ALL
0.00%Allstate Corp
Shares2.1K
Event2026-03-31
Filed2026-04-13
AJG
0.00%Arthur Gallagher Co
Shares2.0K
Event2026-03-31
Filed2026-04-13
BMY
0.14%Bristol Myers Squibb Co
Shares7.1K
Event2026-03-31
Filed2026-04-13
NSC
0.00%Norfolk Southern Corp
Shares1.5K
Event2026-03-31
Filed2026-04-13
INGR
-18.39%Ingredion Inc
Shares3.6K
Event2026-03-31
Filed2026-04-13
MCHP
0.00%Microchip Technology Inc
Shares6.2K
Event2026-03-31
Filed2026-04-13
Invesco S&P 500 Equal Weight ETF
0.00%Invesco S&P 500 Equal Weight ETF
Shares2.1K
Event2026-03-31
Filed2026-04-13
Blackrock FDG Inc
0.00%Blackrock FDG Inc
Shares414
Event2026-03-31
Filed2026-04-13
Invesco QQQ Trust Series 1
0.00%Invesco QQQ Trust Series 1
Shares677
Event2026-03-31
Filed2026-04-13
WMB
-1.21%Williams Cos Inc Del
Shares5.3K
Event2026-03-31
Filed2026-04-13
JEPI
-6.34%J.P. Morgan Equity Premium Income ETF
Shares6.6K
Event2026-03-31
Filed2026-04-13
HIG
0.00%The Hartford Insurance Group Inc
Shares2.7K
Event2026-03-31
Filed2026-04-13
EPD
-25.67%Enterprise Prods Partners L P
Shares9.5K
Event2026-03-31
Filed2026-04-13
The Cigna Group
0.00%The Cigna Group
Shares1.3K
Event2026-03-31
Filed2026-04-13
IBDT
-1.77%iShares iBonds Dec 2028 Term Corporate ETF
Shares13.8K
Event2026-03-31
Filed2026-04-13
IVE
0.00%iShares S&P 500 Value ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
EXC
-0.52%Exelon Corp
Shares6.7K
Event2026-03-31
Filed2026-04-13
IBB
0.00%iShares Biotechnology ETF
Shares1.9K
Event2026-03-31
Filed2026-04-13
CRWD
-10.86%Crowdstrike Holdings Inc Ordinary Shares - Class A
Shares821
Event2026-03-31
Filed2026-04-13
VTV
-4.43%Vanguard Value ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
JAZZ
NewJazz Pharmaceuticals PLC ADR
Shares1.7K
Event2026-03-31
Filed2026-04-13
ET
78.29%Energy Transfer LP
Shares16.4K
Event2026-03-31
Filed2026-04-13
BKR
0.00%Baker Hughes Company
Shares5.1K
Event2026-03-31
Filed2026-04-13
IGM
0.00%iShares Expanded Tech Sector ETF
Shares2.6K
Event2026-03-31
Filed2026-04-13
IBDX
49.81%iShares iBonds Dec 2032 Term Corporate ETF
Shares12.0K
Event2026-03-31
Filed2026-04-13
AMG
-1.54%Affiliated Managers Group
Shares1.1K
Event2026-03-31
Filed2026-04-13
XLG
-13.45%Invesco S&P 500 Top 50 ETF
Shares5.5K
Event2026-03-31
Filed2026-04-13
HCA
0.00%HCA Healthcare Inc
Shares625
Event2026-03-31
Filed2026-04-13
NVT
-3.94%Nvent Electric PLC ADR
Shares2.4K
Event2026-03-31
Filed2026-04-13
Bunge Global SA ADR
NewBunge Global SA ADR
Shares2.2K
Event2026-03-31
Filed2026-04-13
IJR
-20.85%iShares Core S&P Small Cap ETF
Shares2.3K
Event2026-03-31
Filed2026-04-13
PSX
-0.64%Phillips 66
Shares1.6K
Event2026-03-31
Filed2026-04-13
T
6.64%AT&T Inc
Shares9.7K
Event2026-03-31
Filed2026-04-13
XLV
0.00%State Street Health Care Select Sector SPDR ETF
Shares1.9K
Event2026-03-31
Filed2026-04-13
EMR
0.00%Emerson Elec Co
Shares2.1K
Event2026-03-31
Filed2026-04-13
TD
0.00%Toronto Dominion BK Ont ADR
Shares3.0K
Event2026-03-31
Filed2026-04-13
CL
-33.59%Colgate Palmolive Co
Shares3.3K
Event2026-03-31
Filed2026-04-13
UTHR
NewUnited Therapeutics Corp Del
Shares462
Event2026-03-31
Filed2026-04-13
GS
0.00%Goldman Sachs Group Inc
Shares305
Event2026-03-31
Filed2026-04-13
ADBE
-5.55%Adobe Sys Inc
Shares1.1K
Event2026-03-31
Filed2026-04-13
IBDR
0.00%iShares iBonds Dec 2026 Term Corporate ETF
Shares9.9K
Event2026-03-31
Filed2026-04-13
VLO
16.14%Valero Energy Corp New
Shares964
Event2026-03-31
Filed2026-04-13
MMC
0.00%Marsh
Shares1.4K
Event2026-03-31
Filed2026-04-13
D
-0.78%Dominion Energy Inc
Shares3.8K
Event2026-03-31
Filed2026-04-13
TSLA
6.29%Tesla Inc
Shares625
Event2026-03-31
Filed2026-04-13
LQD
-2.13%iShares iBoxx $ Investment Grade Corporate Bond ETF
Shares2.1K
Event2026-03-31
Filed2026-04-13
PWR
1.50%Quanta Svcs Inc
Shares406
Event2026-03-31
Filed2026-04-13
DBEF
-4.33%X-Trackers MSCI Eafe Hdgd Equity ETF
Shares4.4K
Event2026-03-31
Filed2026-04-13
KGC
NewKinross Gold Corp. ADR
Shares7.2K
Event2026-03-31
Filed2026-04-13
BHP
0.00%BHP Group LTD ADR
Shares3.0K
Event2026-03-31
Filed2026-04-13
PNR
-3.94%Pentair PLC ADR
Shares2.4K
Event2026-03-31
Filed2026-04-13
UAL
NewUnited Airlines Holdings Inc
Shares2.3K
Event2026-03-31
Filed2026-04-13
MO
13.99%Altria Group Inc
Shares3.1K
Event2026-03-31
Filed2026-04-13
XSD
0.00%State Street SPDR S&P Semiconductor ETF
Shares605
Event2026-03-31
Filed2026-04-13
XLC
-2.76%Communication Services Select Sector SPDR ETF
Shares1.8K
Event2026-03-31
Filed2026-04-13
GILD
0.00%Gilead Sciences Inc
Shares1.4K
Event2026-03-31
Filed2026-04-13
VOT
0.00%Vanguard Mid Cap Growth ETF
Shares745
Event2026-03-31
Filed2026-04-13
FALN
-9.01%iShares Fallen Angels USD Bond ETF
Shares7.1K
Event2026-03-31
Filed2026-04-13
ESGU
0.00%iShares Tr ESG Aware MSCI USA ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
ACWI
0.00%iShares MSCI ACWI ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
FDN
0.00%First Trust Dow Jones Internet Index Fund ETF
Shares790
Event2026-03-31
Filed2026-04-13
BDX
-2.55%Becton Dickinson & Co
Shares1.1K
Event2026-03-31
Filed2026-04-13
VRT
NewVertiv Holdings Co
Shares690
Event2026-03-31
Filed2026-04-13
ENB
0.00%Enbridge Inc ADR
Shares3.1K
Event2026-03-31
Filed2026-04-13
AGG
0.00%iShares Core US Aggregate Bond ETF
Shares1.7K
Event2026-03-31
Filed2026-04-13
SIG
NewSignet Jewelers Ltd ADR
Shares1.9K
Event2026-03-31
Filed2026-04-13
MFC
-5.77%Manulife Finl Corp ADR
Shares4.7K
Event2026-03-31
Filed2026-04-13
National Grid PLC New ADR
0.00%National Grid PLC New ADR
Shares1.9K
Event2026-03-31
Filed2026-04-13
EMXC
0.00%iShares MSCI Emerging Markets EX China ETF
Shares2.1K
Event2026-03-31
Filed2026-04-13
GDX
2.88%VanEck Gold Miners ETF
Shares1.8K
Event2026-03-31
Filed2026-04-13
SCHM
0.00%Schwab Strategic Tr US Mid Cap ETF
Shares5.1K
Event2026-03-31
Filed2026-04-13
DIVB
NewIshares Trust Core Dividend Etf
Shares2.9K
Event2026-03-31
Filed2026-04-13
AVDV
-0.06%Avantis International Small Cap Value ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
PRU
-13.44%Prudential Finl Inc
Shares1.6K
Event2026-03-31
Filed2026-04-13
MELI
21.92%Mercadolibre Inc
Shares89
Event2026-03-31
Filed2026-04-13
IR
0.00%Ingersoll Rand Inc
Shares1.9K
Event2026-03-31
Filed2026-04-13
VALE
734.89%Vale SA-SP ADR
Shares9.6K
Event2026-03-31
Filed2026-04-13
HBAN
0.00%Huntington Bancshares Inc
Shares9.5K
Event2026-03-31
Filed2026-04-13
DELL
NewDell Technologies Inc CL C
Shares892
Event2026-03-31
Filed2026-04-13
DEMZ
0.00%Advisors Inner Circle Fund Iii Democratic Large Cap Core Etf
Shares3.6K
Event2026-03-31
Filed2026-04-13
DIS
-5.65%Disney Walt Co
Shares1.5K
Event2026-03-31
Filed2026-04-13
LDOS
NewLeidos Holdings Inc
Shares931
Event2026-03-31
Filed2026-04-13
WAL
NewWestern Alliance Bancorp
Shares2.0K
Event2026-03-31
Filed2026-04-13
RY
33.64%Royal Bank of Canada
Shares882
Event2026-03-31
Filed2026-04-13
LNG
0.00%Cheniere Energy Inc
Shares500
Event2026-03-31
Filed2026-04-13
AVDE
-0.06%Avantis International Equity ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
TFI
0.00%State Street SPDR Nuveen ICE Municipal Bond ETF
Shares3.0K
Event2026-03-31
Filed2026-04-13
CLX
0.00%Clorox Co Del
Shares1.2K
Event2026-03-31
Filed2026-04-13
EWJ
0.00%iShares MSCI Japan ETF
Shares1.5K
Event2026-03-31
Filed2026-04-13
AVSC
0.00%Avantis US Small Cap Equity ETF
Shares2.0K
Event2026-03-31
Filed2026-04-13
MA
6.09%Mastercard Incorporated
Shares244
Event2026-03-31
Filed2026-04-13
IBMQ
0.00%iShares iBonds Dec 2028 Term Muni Bond ETF
Shares4.8K
Event2026-03-31
Filed2026-04-13
SCHA
-0.02%Schwab US Small-Cap ETF
Shares4.2K
Event2026-03-31
Filed2026-04-13
VOOV
0.00%Vanguard S&P 500 Value ETF
Shares595
Event2026-03-31
Filed2026-04-13
DAL
NewDelta Air Lines Inc Del Com New
Shares1.8K
Event2026-03-31
Filed2026-04-13
MKC
0.00%McCormick & Co Inc
Shares2.4K
Event2026-03-31
Filed2026-04-13
FCX
33.22%Freeport-McMoran Inc
Shares2.0K
Event2026-03-31
Filed2026-04-13
CTSH
0.00%Cognizant Technology Solutions
Shares1.9K
Event2026-03-31
Filed2026-04-13
INTC
116.42%Intel Corp
Shares2.6K
Event2026-03-31
Filed2026-04-13
NUE
0.00%Nucor Corp
Shares675
Event2026-03-31
Filed2026-04-13
HL
NewHecla Mining Co.
Shares6.1K
Event2026-03-31
Filed2026-04-13
XLP
0.00%State Street Consumer Staples Select Sector SPDR ETF
Shares1.4K
Event2026-03-31
Filed2026-04-13
Coeur Mining Inc.
NewCoeur Mining Inc.
Shares6.0K
Event2026-03-31
Filed2026-04-13
STAG
0.00%Stag Indl Inc
Shares3.1K
Event2026-03-31
Filed2026-04-13
CARR
0.00%Carrier Global Corporation
Shares2.0K
Event2026-03-31
Filed2026-04-13
MCK
2.42%McKesson Corp
Shares127
Event2026-03-31
Filed2026-04-13
GM
NewGeneral Motors Co
Shares1.5K
Event2026-03-31
Filed2026-04-13
MSI
0.00%Motorola Solutions Inc
Shares241
Event2026-03-31
Filed2026-04-13
VTR
0.00%Ventas Inc
Shares1.3K
Event2026-03-31
Filed2026-04-13
CHKP
-55.52%Check Point Software Technologies LTD ADR
Shares709
Event2026-03-31
Filed2026-04-13
KMB
21.98%Kimberly Clark Corp
Shares1.0K
Event2026-03-31
Filed2026-04-13
XLU
445.00%State Street Utilities Select Sector SPDR ETF
Shares2.2K
Event2026-03-31
Filed2026-04-13
DCI
-2.09%Donaldson Co Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
NRG
NewNRG Energy Inc
Shares670
Event2026-03-31
Filed2026-04-13
XEL
-24.55%XCEL Energy Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
OC
0.00%Owens Corning
Shares900
Event2026-03-31
Filed2026-04-13
Citigroup Inc
NewCitigroup Inc
Shares858
Event2026-03-31
Filed2026-04-13
WFC
0.00%Wells Fargo & Co New
Shares1.2K
Event2026-03-31
Filed2026-04-13
NEM
142.78%Newmont Corporation
Shares891
Event2026-03-31
Filed2026-04-13
IRM
0.00%Iron Mountain Inc New
Shares910
Event2026-03-31
Filed2026-04-13
FOUR
NewShift4 Payments Inc
Shares2.1K
Event2026-03-31
Filed2026-04-13
YUM
0.00%Yum Brands Inc
Shares580
Event2026-03-31
Filed2026-04-13
GEHC
0.00%GE Healthcare Holding LLC
Shares1.3K
Event2026-03-31
Filed2026-04-13
GLDM
NewSPDR Gold MiniShares Trust ETF
Shares928
Event2026-03-31
Filed2026-04-13
MMM
22.88%3M Co
Shares580
Event2026-03-31
Filed2026-04-13
SYY
-11.41%Sysco Corp
Shares1.2K
Event2026-03-31
Filed2026-04-13
BCS
NewBarclays PLC
Shares3.9K
Event2026-03-31
Filed2026-04-13
SYF
NewSynchrony Financial
Shares1.2K
Event2026-03-31
Filed2026-04-13
IEFA
NewiShares Tr Core MSCI Eafe
Shares884
Event2026-03-31
Filed2026-04-13
VYM
0.00%Vanguard High Dividend Yield ETF
Shares532
Event2026-03-31
Filed2026-04-13
BSCW
0.00%Invesco Bulletshares 2032 Corporate Bond ETF
Shares3.8K
Event2026-03-31
Filed2026-04-13
GGAL
-6.78%Grupo Financiero Galicia ADR
Shares1.6K
Event2026-03-31
Filed2026-04-13
FEZ
NewSPDR EURO Stoxx 50 ETF
Shares1.2K
Event2026-03-31
Filed2026-04-13
AKAM
0.00%Akamai Technologies Inc
Shares659
Event2026-03-31
Filed2026-04-13
XLI
0.00%State Street Industrial Select Sector SPDR ETF
Shares463
Event2026-03-31
Filed2026-04-13
CTVA
0.00%Corteva Inc
Shares894
Event2026-03-31
Filed2026-04-13
Linde PLC ADR
0.00%Linde PLC ADR
Shares150
Event2026-03-31
Filed2026-04-13
Marvell Technology Inc
NewMarvell Technology Inc
Shares747
Event2026-03-31
Filed2026-04-13
SHEL
1030.00%Shell PLC ADR
Shares791
Event2026-03-31
Filed2026-04-13
MPC
0.00%Marathon Pete Corp
Shares300
Event2026-03-31
Filed2026-04-13
PAAS
NewPan American Silver Corp ADR
Shares1.3K
Event2026-03-31
Filed2026-04-13
PSA
0.00%Public Storage
Shares270
Event2026-03-31
Filed2026-04-13
Blackstone Inc
0.00%Blackstone Inc
Shares635
Event2026-03-31
Filed2026-04-13
PGX
0.00%Invesco Preferred ETF
Shares6.7K
Event2026-03-31
Filed2026-04-13
DLN
0.00%Wisdomtree U.S. Large Cap Dividend Fund ETF
Shares810
Event2026-03-31
Filed2026-04-13
XYZ
0.00%Block Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
ICF
0.00%iShares Select U.S Reit ETF
Shares1.1K
Event2026-03-31
Filed2026-04-13
CMCSA
-0.41%Comcast Corp New
Shares2.4K
Event2026-03-31
Filed2026-04-13
PGR
0.00%Progressive Corp Ohio
Shares345
Event2026-03-31
Filed2026-04-13
Medtronic PLC ADR
0.00%Medtronic PLC ADR
Shares782
Event2026-03-31
Filed2026-04-13
O
0.00%Realty Income Corp
Shares1.1K
Event2026-03-31
Filed2026-04-13
IWP
0.00%iShares Russell Mid Cap Growth ETF
Shares512
Event2026-03-31
Filed2026-04-13
UNH
0.83%UnitedHealth Group Inc
Shares242
Event2026-03-31
Filed2026-04-13
SCHF
-0.19%Schwab International Equity ETF
Shares2.6K
Event2026-03-31
Filed2026-04-13
ALLE
0.00%Allegion PLC/ADR
Shares448
Event2026-03-31
Filed2026-04-13
AEM
NewAgnico Eagle Mines Ltd ADR
Shares314
Event2026-03-31
Filed2026-04-13
OKE
0.00%Oneok Inc New
Shares700
Event2026-03-31
Filed2026-04-13
USB
0.00%US Bancorp Del
Shares1.2K
Event2026-03-31
Filed2026-04-13
MDLZ
20.40%Mondelez Intl Inc
Shares1.1K
Event2026-03-31
Filed2026-04-13
NKE
0.00%Nike Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
DSI
0.00%iShares ESG MSCI KLD 400 ETF
Shares510
Event2026-03-31
Filed2026-04-13
UTG
0.00%Reaves Utility Income Closed End Fund
Shares1.6K
Event2026-03-31
Filed2026-04-13
NVG
-7.48%Nuveen AMT Free Municipal Credit Income Fund (Closed end)
Shares4.9K
Event2026-03-31
Filed2026-04-13
HYG
-6.91%iShares iBoxx $ High Yield Corporate Bond ETF
Shares755
Event2026-03-31
Filed2026-04-13
ECG
0.00%Everus Constr Group Inc
Shares505
Event2026-03-31
Filed2026-04-13
TPLC
0.00%Timothy Plan US Large/Mid Cap Core ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
APD
0.00%Air Prods & Chems Inc
Shares200
Event2026-03-31
Filed2026-04-13
IXUS
0.00%iShares Core MSCI Total International Stock ETF
Shares651
Event2026-03-31
Filed2026-04-13
SNY
475.50%Sanofi-Aventis ADR
Shares1.2K
Event2026-03-31
Filed2026-04-13
TPHD
0.00%Timothy Plan High Dividend Stock ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
COF
5.40%Capital One Finl Corp
Shares293
Event2026-03-31
Filed2026-04-13
BK
0.00%Bank New York Mellon Corp
Shares443
Event2026-03-31
Filed2026-04-13
FBIN
0.00%Fortune Brands Innovations Inc
Shares1.3K
Event2026-03-31
Filed2026-04-13
MET
-58.23%Metlife Inc
Shares731
Event2026-03-31
Filed2026-04-13
HII
NewHuntington Ingalls Inds Inc
Shares135
Event2026-03-31
Filed2026-04-13
IBMO
0.00%iShares iBonds Dec 2026 Term Muni Bond ETF
Shares1.9K
Event2026-03-31
Filed2026-04-13
IWR
0.00%iShares Russell Mid Cap ETF
Shares500
Event2026-03-31
Filed2026-04-13
KTOS
43.93%Kratos Defense & Security Solutions Inc.
Shares688
Event2026-03-31
Filed2026-04-13
PDO
0.00%Pimco Dynamic Income Opportunities Fund (Closed end)
Shares3.7K
Event2026-03-31
Filed2026-04-13
SVIX
NewVolatility Shares 1x Short VIX Futures ETF
Shares3.0K
Event2026-03-31
Filed2026-04-13
HXL
0.00%Hexcel Corp New
Shares563
Event2026-03-31
Filed2026-04-13
IBIT
0.00%iShares Bitcoin Trust ETF
Shares1.2K
Event2026-03-31
Filed2026-04-13
DPZ
0.00%Dominos Pizza Inc
Shares125
Event2026-03-31
Filed2026-04-13
DXCM
-26.78%Dexcom Inc
Shares711
Event2026-03-31
Filed2026-04-13
OTIS
-63.33%Otis Worldwide Corporation
Shares579
Event2026-03-31
Filed2026-04-13
SHY
-11.95%iShares 1-3 Year Treasury Bond ETF
Shares538
Event2026-03-31
Filed2026-04-13
IP
0.00%Intl Paper Co
Shares1.2K
Event2026-03-31
Filed2026-04-13
CRM
43.13%Salesforce, Inc.
Shares229
Event2026-03-31
Filed2026-04-13
MDU
0.00%MDU RES Group Inc
Shares2.0K
Event2026-03-31
Filed2026-04-13
VTRS
NewViatris Inc
Shares3.1K
Event2026-03-31
Filed2026-04-13
VT
0.00%Vanguard Total World Stock ETF
Shares300
Event2026-03-31
Filed2026-04-13
PTY
0.00%Pimco Corporate & Income Opportunity Fund (Closed end)
Shares3.4K
Event2026-03-31
Filed2026-04-13
KNF
0.00%Knife River Corp
Shares505
Event2026-03-31
Filed2026-04-13
IPAY
-11.97%Amplify Digital Payments ETF
Shares956
Event2026-03-31
Filed2026-04-13
PAVE
0.00%Global X US Infrastructure Development ETF
Shares800
Event2026-03-31
Filed2026-04-13
THC
NewTenet Healthcare Corp.
Shares214
Event2026-03-31
Filed2026-04-13
IGSB
9.13%iShares 1-5 Year Investment Grade Corporate Bond ETF
Shares753
Event2026-03-31
Filed2026-04-13
VUSB
NewVanguard Group, Inc. Ultra-Short Bond ETF
Shares788
Event2026-03-31
Filed2026-04-13
NVS
0.00%Novartis A G ADR
Shares255
Event2026-03-31
Filed2026-04-13
SCHP
NewSchwab U.S. Tips ETF
Shares1.5K
Event2026-03-31
Filed2026-04-13
SRE
0.00%Sempra Energy
Shares400
Event2026-03-31
Filed2026-04-13
FI
0.00%Fiserv Inc
Shares685
Event2026-03-31
Filed2026-04-13
RRX
0.00%Regal Rexnord Corporation
Shares200
Event2026-03-31
Filed2026-04-13
BP
0.00%BP PLC ADR
Shares785
Event2026-03-31
Filed2026-04-13
NFLX
0.00%Netflix Com
Shares380
Event2026-03-31
Filed2026-04-13
URNM
NewSprott Uranium Miners ETF
Shares577
Event2026-03-31
Filed2026-04-13
VDE
0.00%Vanguard Energy ETF
Shares210
Event2026-03-31
Filed2026-04-13
SJM
-29.91%Smucker J M Co
Shares375
Event2026-03-31
Filed2026-04-13
TXT
0.00%Textron Inc
Shares413
Event2026-03-31
Filed2026-04-13
WELL
0.00%Welltower Inc
Shares182
Event2026-03-31
Filed2026-04-13
CQQQ
NewInvesco China Technology ETF
Shares777
Event2026-03-31
Filed2026-04-13
PYPL
2148.57%PayPal Hldgs Inc
Shares787
Event2026-03-31
Filed2026-04-13
DES
-35.71%Wisdomtree U.S. Smallcap Dividend ETF
Shares990
Event2026-03-31
Filed2026-04-13
IXC
0.00%iShares Global Energy ETF
Shares600
Event2026-03-31
Filed2026-04-13
TLN
NewTalen Energy Corp
Shares107
Event2026-03-31
Filed2026-04-13
VST
NewVistra Corp
Shares227
Event2026-03-31
Filed2026-04-13
WAT
NewWaters Corp
Shares112
Event2026-03-31
Filed2026-04-13
CFG
0.00%Citizens Financial Group
Shares550
Event2026-03-31
Filed2026-04-13
SKYY
0.00%First Trust Cloud Computing ETF
Shares300
Event2026-03-31
Filed2026-04-13
A
0.00%Agilent Technologies Inc
Shares285
Event2026-03-31
Filed2026-04-13
GCT
NewGigaCloud Technology Inc ADR
Shares703
Event2026-03-31
Filed2026-04-13
ICLR
NewIcon PLC ADR
Shares282
Event2026-03-31
Filed2026-04-13
PLD
0.00%Prologis Inc
Shares236
Event2026-03-31
Filed2026-04-13
IWS
-0.47%iShares Russell Mid Cap Value ETF
Shares213
Event2026-03-31
Filed2026-04-13
CMG
0.00%Chipotle Mexican Grill Inc
Shares950
Event2026-03-31
Filed2026-04-13
AMPX
NewAmprius Technologies Inc
Shares1.8K
Event2026-03-31
Filed2026-04-13
ALB
NewAlbemarle Corp
Shares164
Event2026-03-31
Filed2026-04-13
BUFR
NewFirst Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf
Shares870
Event2026-03-31
Filed2026-04-13
VXUS
-20.88%Vanguard Total International Stock ETF
Shares379
Event2026-03-31
Filed2026-04-13
KWEB
NewKraneShares CSI China Internet ETF
Shares1.0K
Event2026-03-31
Filed2026-04-13
GMED
NewGlobus Medical Inc
Shares337
Event2026-03-31
Filed2026-04-13
PHYS
0.00%Sprott Physical Gold Trust
Shares800
Event2026-03-31
Filed2026-04-13
ACMR
NewACM Research Inc
Shares716
Event2026-03-31
Filed2026-04-13
AVEM
-0.29%Avantis Emerging Markets Equity ETF
Shares347
Event2026-03-31
Filed2026-04-13
TM
0.00%Toyota Motor Corp Spon ADR
Shares135
Event2026-03-31
Filed2026-04-13
SPGI
0.00%S&P Global Inc
Shares65
Event2026-03-31
Filed2026-04-13
CTRA
NewCoterra Energy Inc.
Shares773
Event2026-03-31
Filed2026-04-13
AEP
0.00%American Electric Power Co
Shares205
Event2026-03-31
Filed2026-04-13
QUS
0.00%State Street SPDR MSCI USA Strategic Factors SM ETF
Shares155
Event2026-03-31
Filed2026-04-13
CMI
0.00%Cummins Inc
Shares48
Event2026-03-31
Filed2026-04-13
RIO
0.00%Rio Tinto PLC Spon ADR
Shares275
Event2026-03-31
Filed2026-04-13
AVES
-0.24%Avantis Emerging Markets Value ETF
Shares423
Event2026-03-31
Filed2026-04-13
BKNG
0.00%Booking Hldgs Inc
Shares6
Event2026-03-31
Filed2026-04-13
BSV
0.00%Vanguard Short Term Bond ETF
Shares320
Event2026-03-31
Filed2026-04-13
JHMM
0.00%John Hancock Multifactor Mid Cap ETF
Shares368
Event2026-03-31
Filed2026-04-13
VIG
0.00%Vanguard Dividend Appreciation ETF
Shares113
Event2026-03-31
Filed2026-04-13
THG
0.00%Hanover Ins Group Inc
Shares140
Event2026-03-31
Filed2026-04-13
AMT
0.00%American Tower Corp New
Shares140
Event2026-03-31
Filed2026-04-13
FTNT
NewFortinet Inc
Shares295
Event2026-03-31
Filed2026-04-13
ECL
0.00%Ecolab Inc
Shares90
Event2026-03-31
Filed2026-04-13
Rocket Lab Corp.
NewRocket Lab Corp.
Shares372
Event2026-03-31
Filed2026-04-13
JSCP
NewJPMorgan Short Duration Core Plus ETF
Shares500
Event2026-03-31
Filed2026-04-13
NI
0.00%Nisource Inc
Shares500
Event2026-03-31
Filed2026-04-13
ACGL
NewArch Capital Group Ltd ADR
Shares242
Event2026-03-31
Filed2026-04-13
WEC Energy Group Inc
0.00%WEC Energy Group Inc
Shares200
Event2026-03-31
Filed2026-04-13
SU
0.00%Suncor Energy Inc New ADR
Shares350
Event2026-03-31
Filed2026-04-13
BLDR
NewBuilders Firstsource Inc
Shares264
Event2026-03-31
Filed2026-04-13
FITB
NewFifth Third Bancorp
Shares466
Event2026-03-31
Filed2026-04-13
FICO
0.00%Fair Isaac Corp
Shares20
Event2026-03-31
Filed2026-04-13
AOS
0.00%A.O. Smith Corporation
Shares320
Event2026-03-31
Filed2026-04-13
DuPont De Nemours Inc
0.00%DuPont De Nemours Inc
Shares460
Event2026-03-31
Filed2026-04-13
ROBO
-0.33%Robo Global Robotics & Automation Index ETF
Shares304
Event2026-03-31
Filed2026-04-13
EXE
NewExpand Energy Corp
Shares189
Event2026-03-31
Filed2026-04-13
ED
252.00%Consolidated Edison Inc
Shares176
Event2026-03-31
Filed2026-04-13
BA
0.00%Boeing Co
Shares100
Event2026-03-31
Filed2026-04-13
TROW
0.00%Price T Rowe Group Inc
Shares220
Event2026-03-31
Filed2026-04-13
AMRX
NewAmneal Pharmaceuticals Inc
Shares1.6K
Event2026-03-31
Filed2026-04-13
REGN
NewRegeneron Pharmaceuticals Inc
Shares24
Event2026-03-31
Filed2026-04-13
ENSG
NewEnsign Group Inc
Shares92
Event2026-03-31
Filed2026-04-13
IJT
-34.69%iShares S&P Small Cap 600 Growth ETF
Shares128
Event2026-03-31
Filed2026-04-13
IBTM
0.00%iShares iBonds Dec 2032 Term Treasury ETF
Shares800
Event2026-03-31
Filed2026-04-13
IEMG
0.00%iShares Core MSCI Emerging Markets ETF
Shares260
Event2026-03-31
Filed2026-04-13
EXR
0.00%Extra Space Storage Inc
Shares138
Event2026-03-31
Filed2026-04-13
VPU
0.00%Vanguard Utilities ETF
Shares90
Event2026-03-31
Filed2026-04-13
NUBD
0.00%NuShares ESG U.S. Aggregate Bond ETF
Shares780
Event2026-03-31
Filed2026-04-13
ORI
NewOld Republic International Corp.
Shares433
Event2026-03-31
Filed2026-04-13
AZO
0.00%Autozone Inc
Shares5
Event2026-03-31
Filed2026-04-13
CF
-7.14%CF Inds Hldgs Inc
Shares130
Event2026-03-31
Filed2026-04-13
ACLS
NewAxcelis Technologies Inc
Shares179
Event2026-03-31
Filed2026-04-13
America Movil S/A ADR
-43.48%America Movil S/A ADR
Shares650
Event2026-03-31
Filed2026-04-13
ACHR
NewArcher Aviation Inc - Class A
Shares3.2K
Event2026-03-31
Filed2026-04-13
Match Group Inc.
NewMatch Group Inc.
Shares538
Event2026-03-31
Filed2026-04-13
FDX
31.43%FedEx Corp
Shares46
Event2026-03-31
Filed2026-04-13
TDG
NewTransdigm Group Incorporated
Shares14
Event2026-03-31
Filed2026-04-13
Solstice Advanced Materials Inc
-45.34%Solstice Advanced Materials Inc
Shares211
Event2026-03-31
Filed2026-04-13
SOFI
-76.19%Sofi Technologies Inc
Shares1.0K
Event2026-03-31
Filed2026-04-13
CNP
0.00%Centerpoint Energy Inc
Shares367
Event2026-03-31
Filed2026-04-13
IBDY
50.00%iShares iBonds Dec 2033 Term Corporate ETF
Shares600
Event2026-03-31
Filed2026-04-13
SBUX
-16.18%Starbucks Corp
Shares171
Event2026-03-31
Filed2026-04-13
CUBE
0.00%CubeSmart
Shares415
Event2026-03-31
Filed2026-04-13
WTRG
0.00%Essential Utilities Inc
Shares375
Event2026-03-31
Filed2026-04-13
XYL
0.00%Xylem Inc
Shares124
Event2026-03-31
Filed2026-04-13
EVRG
0.00%Evergy Inc
Shares179
Event2026-03-31
Filed2026-04-13
CVCO
NewCavco Industries Inc
Shares30
Event2026-03-31
Filed2026-04-13
AON PLC ADR
0.00%AON PLC ADR
Shares45
Event2026-03-31
Filed2026-04-13
SHW
0.00%Sherwin Williams Co
Shares45
Event2026-03-31
Filed2026-04-13
XNTK
NewState Street SPDR NYSE Technology ETF
Shares56
Event2026-03-31
Filed2026-04-13
HROW
NewHarrow Inc
Shares394
Event2026-03-31
Filed2026-04-13
ASPI
50.00%Asp Isotopes Inc
Shares3.0K
Event2026-03-31
Filed2026-04-13
MP
0.00%MP Materials Corp
Shares265
Event2026-03-31
Filed2026-04-13
HYD
0.00%VanEck High Yield Muni ETF
Shares250
Event2026-03-31
Filed2026-04-13
RF
-20.47%Regions Financial Corp
Shares470
Event2026-03-31
Filed2026-04-13
XLRE
0.00%State Street Real Estate Select Sector SPDR ETF
Shares300
Event2026-03-31
Filed2026-04-13
LVHI
0.00%Franklin Intl Low Volatility High Div Index ETF
Shares300
Event2026-03-31
Filed2026-04-13
TGT
0.00%Target Corp
Shares100
Event2026-03-31
Filed2026-04-13
VGSR
0.00%Vert Global Sustainable Real Estate ETF
Shares1.2K
Event2026-03-31
Filed2026-04-13
DVA
0.00%Davita Inc
Shares75
Event2026-03-31
Filed2026-04-13
BTT
0.00%Blackrock Municipal 2030 Target Term Trust (Closed end)
Shares500
Event2026-03-31
Filed2026-04-13
ZBH
0.00%Zimmer Biomet Hldgs Inc
Shares125
Event2026-03-31
Filed2026-04-13
AB
0.00%AllianceBernstein Holding L.P.
Shares300
Event2026-03-31
Filed2026-04-13
HUBS
NewHubSpot Inc
Shares45
Event2026-03-31
Filed2026-04-13
FLRN
0.00%State Street SPDR Bloomberg Investment Grade Floating Rate ETF
Shares350
Event2026-03-31
Filed2026-04-13
Annaly Cap Mgmt Inc
0.00%Annaly Cap Mgmt Inc
Shares500
Event2026-03-31
Filed2026-04-13
TDTT
0.00%FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
Shares435
Event2026-03-31
Filed2026-04-13
XBI
-20.00%State Street SPDR S&P Biotech ETF
Shares80
Event2026-03-31
Filed2026-04-13
CLMB
NewClimb Global Solutions Inc
Shares496
Event2026-03-31
Filed2026-04-13
PSMT
NewPricesmart Inc.
Shares64
Event2026-03-31
Filed2026-04-13
ICVT
181.82%iShares Convertible Bond ETF
Shares93
Event2026-03-31
Filed2026-04-13
ARKK
0.00%Ark Innovation ETF
Shares140
Event2026-03-31
Filed2026-04-13
AIG
0.00%American Intl Group Inc
Shares125
Event2026-03-31
Filed2026-04-13
PAYC
NewPaycom Software Inc
Shares76
Event2026-03-31
Filed2026-04-13
HYS
0.00%Pimco 0-5 Year High Yield Corporate Bond Index ETF
Shares99
Event2026-03-31
Filed2026-04-13
PFE
-13.07%Pfizer Inc
Shares326
Event2026-03-31
Filed2026-04-13
DOW
800.00%Dow
Shares216
Event2026-03-31
Filed2026-04-13
HTGC
0.00%Hercules Capital Inc
Shares600
Event2026-03-31
Filed2026-04-13
IHAK
0.00%iShares Cybersecurity and Tech ETF
Shares200
Event2026-03-31
Filed2026-04-13
INTU
0.00%Intuit Inc
Shares20
Event2026-03-31
Filed2026-04-13
DSGX
NewDescartes Systems Group Inc ADR
Shares120
Event2026-03-31
Filed2026-04-13
CPRT
NewCopart Inc
Shares256
Event2026-03-31
Filed2026-04-13
PBI
NewPitney Bowes Inc
Shares761
Event2026-03-31
Filed2026-04-13
Root Inc
NewRoot Inc
Shares186
Event2026-03-31
Filed2026-04-13
ULTA
0.00%Ulta Beauty Inc
Shares15
Event2026-03-31
Filed2026-04-13
SFM
-62.26%Sprouts Fmrs Mkt Inc
Shares100
Event2026-03-31
Filed2026-04-13
ETR
0.00%Entergy Corp New
Shares66
Event2026-03-31
Filed2026-04-13
ISTB
-42.08%iShares Core 1-5 Year US Bond ETF
Shares150
Event2026-03-31
Filed2026-04-13
ON
NewOn Semiconductor Corp.
Shares115
Event2026-03-31
Filed2026-04-13
RMM
0.00%Rivernorth Mngd Duration Muni Income Fund
Shares500
Event2026-03-31
Filed2026-04-13
State Street SPDR Bloomberg High Yield Bond ETF
0.00%State Street SPDR Bloomberg High Yield Bond ETF
Shares66
Event2026-03-31
Filed2026-04-13
Unilever Plc ADR
NewUnilever Plc ADR
Shares110
Event2026-03-31
Filed2026-04-13
MSTR
0.00%Strategy Inc Class A
Shares50
Event2026-03-31
Filed2026-04-13
IJS
-44.68%iShares S&P Small Cap 600 Value ETF
Shares52
Event2026-03-31
Filed2026-04-13
IBP
NewInstalled Building Products Inc
Shares23
Event2026-03-31
Filed2026-04-13
ELV
0.00%Elevance Health Inc
Shares20
Event2026-03-31
Filed2026-04-13
Sirius Xm Holdings Inc
0.00%Sirius Xm Holdings Inc
Shares250
Event2026-03-31
Filed2026-04-13
ISRG
NewIntuitive Surgical Inc
Shares12
Event2026-03-31
Filed2026-04-13
OBDC
0.00%Blue Owl Capital Corp
Shares500
Event2026-03-31
Filed2026-04-13
VCR
0.00%Vanguard Consumer Discretionary ETF
Shares15
Event2026-03-31
Filed2026-04-13
TSM
0.00%Taiwan Semiconductor Mfg LTD ADR
Shares15
Event2026-03-31
Filed2026-04-13
CDNS
NewCadence Design Systems, Inc.
Shares18
Event2026-03-31
Filed2026-04-13
SSD
NewSimpson Manufacturing Co., Inc.
Shares29
Event2026-03-31
Filed2026-04-13
LNTH
NewLantheus Holdings Inc
Shares64
Event2026-03-31
Filed2026-04-13
CNM
NewCore & Main Inc
Shares98
Event2026-03-31
Filed2026-04-13
SITE
NewSiteOne Landscape Supply Inc
Shares36
Event2026-03-31
Filed2026-04-13
GPC
0.00%Genuine Parts Co
Shares45
Event2026-03-31
Filed2026-04-13
VITL
NewVital Farms Inc
Shares337
Event2026-03-31
Filed2026-04-13
COLL
NewCollegium Pharmaceutical Inc
Shares140
Event2026-03-31
Filed2026-04-13
PLNT
0.00%Planet Fitness Inc
Shares61
Event2026-03-31
Filed2026-04-13
F
0.00%Ford Motor Co Del
Shares378
Event2026-03-31
Filed2026-04-13
AMPH
NewAmphastar Pharmaceuticals Inc
Shares206
Event2026-03-31
Filed2026-04-13
Amoskeag Industries Inc Closely Held
0.00%Amoskeag Industries Inc Closely Held
Shares40
Event2026-03-31
Filed2026-04-13
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