The Analysis of BankPlus Trust Department's Holdings & P&L


Currently, BankPlus Trust Department holds 466 types of securities in its portfolio with a total value $374.3M. In the most recent quarter, they have increased their positions in JPM (+6.2K shares, valued at $1.8M), CVX (+7.8K shares, valued at $1.6M), N/A (+14.3K shares, valued at $1.6M); decreased their positions in ENB (-36.8K shares, valued at $2.0M), N/A (-8.0K shares, valued at $1.6M), ABT (-14.4K shares, valued at $1.5M); initiated new positions in NI (+25.4K shares, valued at $1.2M), SNY (+6.4K shares, valued at $308.4K), CALM (+3.5K shares, valued at $277.0K).


1M P&L
+12.5M+3.43%
3M P&L
+10.9M+2.96%
HY P&L
+26.2M+7.47%

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/A133.8M
37.9%
2Drug Manufacturers - General22.4M
6.4%
3Software - Infrastructure20.5M
5.8%

Top Industries by Stock Count

1N/A137 stocks
32.2%
2Utilities - Regulated Electric14 stocks
3.3%
3Software - Application13 stocks
3.1%
Stock Holdings
IVV
iShares SP 500 Index Fund
0.22%
Shares134.9K
Event2026-03-31
Filed2026-05-11
MSFT
Microsoft, Corp.
-3.46%
Shares33.3K
Event2026-03-31
Filed2026-05-11
AAPL
Apple Computer Inc.
-10.26%
Shares40.9K
Event2026-03-31
Filed2026-05-11
JHMM
John Hancock Multifactor Mid Cap ETF
3.89%
Shares141.3K
Event2026-03-31
Filed2026-05-11
NVDA
NVIDIA
-9.36%
Shares42.0K
Event2026-03-31
Filed2026-05-11
JPM
J P Morgan Chase & Co
45.19%
Shares20.0K
Event2026-03-31
Filed2026-05-11
ABBV
AbbVie Inc.
-5.17%
Shares26.5K
Event2026-03-31
Filed2026-05-11
LLY
Eli Lilly & Co.
-20.83%
Shares5.7K
Event2026-03-31
Filed2026-05-11
XOM
Exxon Mobil Corp.
-2.95%
Shares29.5K
Event2026-03-31
Filed2026-05-11
PGR
The Progressive Corporation
-19.68%
Shares24.5K
Event2026-03-31
Filed2026-05-11
AMZN
Amazon.com, Inc.
1.09%
Shares21.8K
Event2026-03-31
Filed2026-05-11
GWW
WW Grainger, Inc.
-6.28%
Shares4.1K
Event2026-03-31
Filed2026-05-11
AMGN
Amgen Inc.
-8.80%
Shares11.5K
Event2026-03-31
Filed2026-05-11
Alphabet Inc Class C
Alphabet Inc Class C
0.20%
Shares14.1K
Event2026-03-31
Filed2026-05-11
WMT
Wal-Mart Stores Inc.
32.15%
Shares31.3K
Event2026-03-31
Filed2026-05-11
LMT
Lockheed Martin Corp.
-5.01%
Shares6.2K
Event2026-03-31
Filed2026-05-11
Invesco QQQ Trust ETF
Invesco QQQ Trust ETF
-8.25%
Shares6.4K
Event2026-03-31
Filed2026-05-11
Lam Research Corp
Lam Research Corp
-18.16%
Shares17.1K
Event2026-03-31
Filed2026-05-11
CSCO
CISCO Sys Inc.
-7.46%
Shares46.9K
Event2026-03-31
Filed2026-05-11
TJX
TJX Companies Inc.
-2.44%
Shares21.9K
Event2026-03-31
Filed2026-05-11
VLO
Valero Energy Corp
-14.40%
Shares13.9K
Event2026-03-31
Filed2026-05-11
TSM
Taiwan Semiconductor Mfg Co Ltd
25.16%
Shares10.0K
Event2026-03-31
Filed2026-05-11
EGP
Eastgroup Properties, Inc.
50.71%
Shares18.2K
Event2026-03-31
Filed2026-05-11
TXN
Texas Instruments Inc.
-8.32%
Shares16.9K
Event2026-03-31
Filed2026-05-11
V
Visa Inc.
2.87%
Shares10.8K
Event2026-03-31
Filed2026-05-11
RTX
Raytheon Technologies Corp
55.72%
Shares16.9K
Event2026-03-31
Filed2026-05-11
CAT
Caterpillar, Inc.
-7.83%
Shares4.3K
Event2026-03-31
Filed2026-05-11
Berkshire Hathaway Inc.-Cl B
Berkshire Hathaway Inc.-Cl B
21.61%
Shares6.3K
Event2026-03-31
Filed2026-05-11
FAST
Fastenal Company
-6.48%
Shares62.9K
Event2026-03-31
Filed2026-05-11
HD
Home Depot, Inc.
-2.32%
Shares8.8K
Event2026-03-31
Filed2026-05-11
KO
Coca Cola Co
-18.58%
Shares35.8K
Event2026-03-31
Filed2026-05-11
LHX
L3Harris Technologies Inc
24.59%
Shares7.8K
Event2026-03-31
Filed2026-05-11
JCPB
J P Morgan Core Plus Bond ETF
0.72%
Shares56.9K
Event2026-03-31
Filed2026-05-11
Citigroup Inc.
Citigroup Inc.
155.37%
Shares23.4K
Event2026-03-31
Filed2026-05-11
ADP
Automatic Data Processing
-5.85%
Shares12.7K
Event2026-03-31
Filed2026-05-11
PG
Procter & Gamble Co.
-19.37%
Shares17.5K
Event2026-03-31
Filed2026-05-11
OKE
ONEOK Inc
-17.86%
Shares27.6K
Event2026-03-31
Filed2026-05-11
NEE
Nextera Energy Inc
-20.07%
Shares26.3K
Event2026-03-31
Filed2026-05-11
DLR
Digital Realty Trust Inc
0.63%
Shares13.3K
Event2026-03-31
Filed2026-05-11
AXP
American Express Co.
71.88%
Shares7.7K
Event2026-03-31
Filed2026-05-11
DGX
Quest Diagnostics Inc.
-10.59%
Shares11.8K
Event2026-03-31
Filed2026-05-11
GS
Goldman Sachs Group Inc.
126.94%
Shares2.6K
Event2026-03-31
Filed2026-05-11
CRM
Salesforce.com
42.02%
Shares11.5K
Event2026-03-31
Filed2026-05-11
CVX
ChevronTexaco Corp
348.53%
Shares10.1K
Event2026-03-31
Filed2026-05-11
Blackstone Inc
Blackstone Inc
-10.97%
Shares17.5K
Event2026-03-31
Filed2026-05-11
BMY
Bristol Myers Squibb Co.
-12.08%
Shares31.7K
Event2026-03-31
Filed2026-05-11
JPIE
JP Morgan Income ETF
9.72%
Shares41.7K
Event2026-03-31
Filed2026-05-11
Alphabet Inc Class A
Alphabet Inc Class A
-1.14%
Shares6.5K
Event2026-03-31
Filed2026-05-11
MS
Morgan Stanley
218.01%
Shares11.2K
Event2026-03-31
Filed2026-05-11
DE
Deere & Company
0.46%
Shares3.1K
Event2026-03-31
Filed2026-05-11
TFC
Truist Finl Corp
-6.47%
Shares36.5K
Event2026-03-31
Filed2026-05-11
ARCC
Ares Capital Corp
-3.67%
Shares91.9K
Event2026-03-31
Filed2026-05-11
DIS
Disney, Walt Co.
0.26%
Shares17.2K
Event2026-03-31
Filed2026-05-11
Brookfield Infrastructure Corp.
Brookfield Infrastructure Corp.
-1.35%
Shares41.4K
Event2026-03-31
Filed2026-05-11
IWM
iShares Russell 2000 Index Fund
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-11
LOW
Lowes Companies
1.90%
Shares6.7K
Event2026-03-31
Filed2026-05-11
COST
Costco Wholesale Corp
3.53%
Shares1.6K
Event2026-03-31
Filed2026-05-11
MLI
Mueller Industries, Inc.
14.99%
Shares14.1K
Event2026-03-31
Filed2026-05-11
GRMN
Garmin Ltd
-0.27%
Shares6.7K
Event2026-03-31
Filed2026-05-11
ASML
Asml Holding N V
21.86%
Shares1.2K
Event2026-03-31
Filed2026-05-11
PLD
Prologis Inc
21.12%
Shares11.4K
Event2026-03-31
Filed2026-05-11
TSLA
Tesla Motors Inc.
11.18%
Shares4.1K
Event2026-03-31
Filed2026-05-11
HON
Honeywell International Inc.
8.28%
Shares6.2K
Event2026-03-31
Filed2026-05-11
Blackrock Inc
Blackrock Inc
35550.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
TMO
Thermo Fisher Scientific Inc.
1.61%
Shares2.8K
Event2026-03-31
Filed2026-05-11
Merck & Co., Inc.
Merck & Co., Inc.
4.10%
Shares11.3K
Event2026-03-31
Filed2026-05-11
PANW
Palo Alto Networks Inc
1.28%
Shares8.4K
Event2026-03-31
Filed2026-05-11
SPY
SPDR S&P 500 ETF Trust
-2.51%
Shares2.1K
Event2026-03-31
Filed2026-05-11
PKW
Invesco Buyback Achievers ETF
-3.20%
Shares10.0K
Event2026-03-31
Filed2026-05-11
SYY
Sysco Corp
-12.82%
Shares18.2K
Event2026-03-31
Filed2026-05-11
SPYM
SPDR S&P 500 ETF
-18.99%
Shares16.8K
Event2026-03-31
Filed2026-05-11
WM
Waste Management Inc
34456.25%
Shares5.5K
Event2026-03-31
Filed2026-05-11
CNP
CenterPoint Energy, Inc.
4219.76%
Shares29.3K
Event2026-03-31
Filed2026-05-11
IQLT
iShares MSCI International Quality Factor ETF
8.87%
Shares26.0K
Event2026-03-31
Filed2026-05-11
NI
Nisource Inc.
New
Shares25.4K
Event2026-03-31
Filed2026-05-11
TMUS
T-mobile Us Inc
4.00%
Shares5.6K
Event2026-03-31
Filed2026-05-11
SPHQ
Invesco S&P 500 Quality ETF
0.00%
Shares14.9K
Event2026-03-31
Filed2026-05-11
MPWR
Monolithic Power Systems
-19.84%
Shares1.0K
Event2026-03-31
Filed2026-05-11
IDXX
Idexx Laboratories Inc.
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-11
TRMK
Trustmark Corporation
0.00%
Shares25.1K
Event2026-03-31
Filed2026-05-11
ABT
Abbott Laboratories
-58.38%
Shares10.2K
Event2026-03-31
Filed2026-05-11
BDX
Becton Dickinson Co
-1.11%
Shares6.5K
Event2026-03-31
Filed2026-05-11
AJG
Arthur J Gallagher & Co
-0.70%
Shares4.7K
Event2026-03-31
Filed2026-05-11
SPYG
SPDR Portfolio S&P 500 Growth ETF
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-11
DHR
Danaher Corp
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-11
VYM
Vanguard High Dividend Yield ETF
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-11
EW
Edwards Lifesciences, Corp.
0.68%
Shares11.9K
Event2026-03-31
Filed2026-05-11
PBR
Petroleo Brasileiro
0.00%
Shares44.0K
Event2026-03-31
Filed2026-05-11
APH
Amphenol Corporation
1590.38%
Shares7.2K
Event2026-03-31
Filed2026-05-11
PRU
Prudential Financial Inc.
2.97%
Shares9.2K
Event2026-03-31
Filed2026-05-11
ALL
Allstate Corp.
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-11
COWZ
Pacer US Cash Cows 100 ETF
-0.53%
Shares13.8K
Event2026-03-31
Filed2026-05-11
Broadcom Inc
Broadcom Inc
2.03%
Shares2.8K
Event2026-03-31
Filed2026-05-11
CRWD
Crowdstrike Hldgs Inc
28.96%
Shares2.2K
Event2026-03-31
Filed2026-05-11
COP
ConocoPhillips
5.22%
Shares6.4K
Event2026-03-31
Filed2026-05-11
VSLU
Applied Finance Valuation ETF
0.00%
Shares20.2K
Event2026-03-31
Filed2026-05-11
MDY
SPDR S&P Midcap 400 ETF Trust Ser 1
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
NXPI
NXP Semiconductors NV
1.15%
Shares4.2K
Event2026-03-31
Filed2026-05-11
MCD
McDonald's Corp
14.24%
Shares2.6K
Event2026-03-31
Filed2026-05-11
VUG
Vanguard Growth ETF
-3.97%
Shares1.8K
Event2026-03-31
Filed2026-05-11
SPSM
SPDR S&P 600 Small Cap ETF
6.27%
Shares15.8K
Event2026-03-31
Filed2026-05-11
JNJ
Johnson & Johnson
6.60%
Shares3.1K
Event2026-03-31
Filed2026-05-11
ECL
Ecolab Inc.
14.42%
Shares2.8K
Event2026-03-31
Filed2026-05-11
PYPL
Paypal Hldgs Inc
78.79%
Shares16.0K
Event2026-03-31
Filed2026-05-11
IWD
iShares Russell 1000 Value
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-11
ZTS
Zoetis Inc.
-5.82%
Shares6.0K
Event2026-03-31
Filed2026-05-11
IWB
iShares Russell 1000 Index
-4.07%
Shares2.0K
Event2026-03-31
Filed2026-05-11
ENB
Enbridge Inc
-73.92%
Shares13.0K
Event2026-03-31
Filed2026-05-11
MPC
Marathon Petroleum Corporation
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-11
SO
The Southern Co
4.81%
Shares6.7K
Event2026-03-31
Filed2026-05-11
VRTX
Vertex Pharmaceuticals Inc.
5.68%
Shares1.4K
Event2026-03-31
Filed2026-05-11
IGSB
iShares Short-Term Corporate Bond ETF
-2.08%
Shares12.1K
Event2026-03-31
Filed2026-05-11
SYK
Stryker Corp
-5.71%
Shares1.9K
Event2026-03-31
Filed2026-05-11
MO
Altria Group Inc.
94.44%
Shares9.3K
Event2026-03-31
Filed2026-05-11
BSX
Boston Scientific Corp
-3.92%
Shares9.5K
Event2026-03-31
Filed2026-05-11
ORCL
Oracle, Corp.
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-11
WAB
Wabtec Corp
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-11
RF
Regions Financial Corp - New
-6.67%
Shares20.7K
Event2026-03-31
Filed2026-05-11
VTI
Vanguard Total Stock Market ETF
19.97%
Shares1.6K
Event2026-03-31
Filed2026-05-11
NSC
Norfolk Southern Corporation
-0.84%
Shares1.8K
Event2026-03-31
Filed2026-05-11
BSCR
Invesco Bulletshares 2027 Corp Bd ETF
-2.00%
Shares24.8K
Event2026-03-31
Filed2026-05-11
PFE
Pfizer, Inc.
-73.38%
Shares16.9K
Event2026-03-31
Filed2026-05-11
YETI
Yeti Hldgs Inc
0.00%
Shares12.8K
Event2026-03-31
Filed2026-05-11
SHY
iShares 1-3 Year Treasury Bond ETF
-2.18%
Shares5.6K
Event2026-03-31
Filed2026-05-11
MA
Mastercard, Inc.
0.00%
Shares909
Event2026-03-31
Filed2026-05-11
IWF
iShares Russell 1000 Growth
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-11
IWR
iShares Russell Mid-Cap ETF
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-11
IJH
iShares S&P MidCap 400 Index ETF
0.00%
Shares6.3K
Event2026-03-31
Filed2026-05-11
IJR
iShares S&P SmallCap 600 Index ETF
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-11
Vanguard S&P 500 ETF
Vanguard S&P 500 ETF
0.00%
Shares682
Event2026-03-31
Filed2026-05-11
LYV
Live Nation Entertainment Inc
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-11
J
Jacobs Engineering Group Inc
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-11
FTI
Technipfmc Plc
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-11
PEP
Pepsico Inc.
-11.83%
Shares2.4K
Event2026-03-31
Filed2026-05-11
BKAG
BNY Mellon Core Bond ETF
5.04%
Shares8.4K
Event2026-03-31
Filed2026-05-11
FI
Fiserv, inc.
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-11
AMD
Advanced Micro Devices Inc.
548.06%
Shares1.7K
Event2026-03-31
Filed2026-05-11
PNC
PNC Financial Services Group, Inc.
15.43%
Shares1.6K
Event2026-03-31
Filed2026-05-11
VZ
Verizon Communications
-2.55%
Shares6.6K
Event2026-03-31
Filed2026-05-11
SBUX
Starbucks Corporation
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-11
ITW
Illinois Tool Works Inc.
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-11
META
Meta Platforms Inc Class A
-64.12%
Shares558
Event2026-03-31
Filed2026-05-11
WY
Weyerhaeuser Co
0.00%
Shares13.0K
Event2026-03-31
Filed2026-05-11
IEFA
iShares MSCI Core EAFE ETF
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-11
JEPQ
JP Morgan Nasdaq Equity Premium Income ETF
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-11
EFA
iShares MSCI EAFE Index Fund
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-11
Accenture PLC
Accenture PLC
-83.47%
Shares1.6K
Event2026-03-31
Filed2026-05-11
WSO
Watsco Inc.
0.00%
Shares848
Event2026-03-31
Filed2026-05-11
SNY
Sanofi-Aventis - ADR
New
Shares6.4K
Event2026-03-31
Filed2026-05-11
SLB
Schlumberger Ltd.
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-11
VTV
Vanguard Value ETF
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-11
PM
Philip Morris Intl
-6.77%
Shares1.8K
Event2026-03-31
Filed2026-05-11
NKE
Nike Inc.
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-11
TRV
The Travelers Cos Inc.
32.27%
Shares992
Event2026-03-31
Filed2026-05-11
RDVY
First Trust Rising Dividend Achievers ETF
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-11
Invesco S&P 500 Equal Weight ETF
Invesco S&P 500 Equal Weight ETF
20.82%
Shares1.5K
Event2026-03-31
Filed2026-05-11
AROC
Archrock Inc/sh
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-11
CALM
Cal-Maine Foods, Inc.
New
Shares3.5K
Event2026-03-31
Filed2026-05-11
RNST
Renasant Corp
-14.54%
Shares7.6K
Event2026-03-31
Filed2026-05-11
GLD
SPDR Gold Trust
-6.34%
Shares635
Event2026-03-31
Filed2026-05-11
AME
AMETEK, Inc.
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-11
Eaton Corp PLC
Eaton Corp PLC
0.00%
Shares735
Event2026-03-31
Filed2026-05-11
CB
Chubb Limited
0.00%
Shares803
Event2026-03-31
Filed2026-05-11
TROW
T. Rowe Price Group, Inc.
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-11
Invesco S&P 500 Pure Growth ETF
Invesco S&P 500 Pure Growth ETF
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-11
EME
EMCOR Group, Inc.
0.00%
Shares338
Event2026-03-31
Filed2026-05-11
Cigna Corp New
Cigna Corp New
0.00%
Shares923
Event2026-03-31
Filed2026-05-11
ADM
Archer Daniels Midland Co
-1.00%
Shares3.4K
Event2026-03-31
Filed2026-05-11
EHC
Encompass Health Corp
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-11
SLV
iShares Silver Trust
15.80%
Shares3.5K
Event2026-03-31
Filed2026-05-11
VOT
Vanguard Mid-Cap Growth Indx Fd
0.00%
Shares928
Event2026-03-31
Filed2026-05-11
PDP
Invesco DWA Momentum ETF
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-11
EMB
iShares JP Morgan Em USD EM Mkts Bond ETF
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-11
SCHW
Charles Schwab Corp.
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-11
TYL
Tyler Technologies Inc
-7.13%
Shares612
Event2026-03-31
Filed2026-05-11
IEMG
iShares Core MSCI Emerging Mkts ETF
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-11
MU
Micron Technology
-7.56%
Shares599
Event2026-03-31
Filed2026-05-11
BSCQ
Invesco Bulletshares 2026 Corp Bd ETF
-9.03%
Shares10.3K
Event2026-03-31
Filed2026-05-11
SNA
Snap-on Inc.
0.00%
Shares541
Event2026-03-31
Filed2026-05-11
EQIX
Equinix Inc
-40.95%
Shares199
Event2026-03-31
Filed2026-05-11
AM
Antero Midstream Corp
0.00%
Shares8.5K
Event2026-03-31
Filed2026-05-11
DVY
IShares DJ Select Dividend
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-11
AMAT
Applied Materials, Inc.
0.00%
Shares553
Event2026-03-31
Filed2026-05-11
CPNG
Coupang Inc
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-11
DIA
SPDR DJIA Trust
0.00%
Shares405
Event2026-03-31
Filed2026-05-11
Marvell Technology Group Ltd
Marvell Technology Group Ltd
-4.47%
Shares1.9K
Event2026-03-31
Filed2026-05-11
XYZ
Block Inc/sh Cl A
New
Shares3.1K
Event2026-03-31
Filed2026-05-11
IWO
iShares Russell 2000 Growth Index Fd
0.00%
Shares570
Event2026-03-31
Filed2026-05-11
DON
WisdomTree MidCap Dividend Fund - F
-5.26%
Shares3.3K
Event2026-03-31
Filed2026-05-11
FBTC
Fidelity Wise Origin Bitcoin F
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-11
KMX
Carmax Inc
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-11
BSCS
Invesco BulletShares 2028 Corp Bond ETF
6.34%
Shares8.2K
Event2026-03-31
Filed2026-05-11
FROG
Jfrog Ltd
-15.42%
Shares3.5K
Event2026-03-31
Filed2026-05-11
ROL
Rollins Inc
-6.08%
Shares3.0K
Event2026-03-31
Filed2026-05-11
ATO
Atmos Energy Corp
0.00%
Shares842
Event2026-03-31
Filed2026-05-11
UNP
Union Pacific Corp
0.00%
Shares600
Event2026-03-31
Filed2026-05-11
Aon Plc
Aon Plc
0.00%
Shares430
Event2026-03-31
Filed2026-05-11
Linde Plc
Linde Plc
0.00%
Shares279
Event2026-03-31
Filed2026-05-11
IMCG
iShares Morningstar Mid-Cap Growth ETF
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-11
QQQM
Invesco NASDAQ 100 ETF
0.00%
Shares577
Event2026-03-31
Filed2026-05-11
XLI
Industrial Select Sector SPDR Fund
0.00%
Shares838
Event2026-03-31
Filed2026-05-11
IVW
iShares S&P 500 Growth ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-11
TEM
Tempus Ai Inc/sh Cl A
New
Shares2.8K
Event2026-03-31
Filed2026-05-11
BAC
Bank America Corporation
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-11
UBER
Uber Technologies Inc
1418.10%
Shares1.8K
Event2026-03-31
Filed2026-05-11
General Dynamics Corp
General Dynamics Corp
280.41%
Shares369
Event2026-03-31
Filed2026-05-11
VYMI
Vanguard International High Divd Yld
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-11
MSI
Motorola Solutions, Inc.
0.00%
Shares271
Event2026-03-31
Filed2026-05-11
IBM
International Business Machines
-15.51%
Shares485
Event2026-03-31
Filed2026-05-11
PDT
John Hancock Premuim Dividend Fund
0.00%
Shares8.9K
Event2026-03-31
Filed2026-05-11
SDY
SPDR S&P Dividend ETF
0.00%
Shares765
Event2026-03-31
Filed2026-05-11
XLK
Technology Select Sector SPDR Fd
0.00%
Shares838
Event2026-03-31
Filed2026-05-11
VCSH
Vanguard S/T Corp Bond ETF
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
APD
Air Products & Chemicals
New
Shares378
Event2026-03-31
Filed2026-05-11
iShares Gold Trust
iShares Gold Trust
172.37%
Shares1.2K
Event2026-03-31
Filed2026-05-11
ET
Energy Transfer L P
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-11
CRWV
Coreweave Inc
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
HSY
Hershey Foods Corp
New
Shares509
Event2026-03-31
Filed2026-05-11
LULU
Lululemon Athletica Inc
-1.01%
Shares688
Event2026-03-31
Filed2026-05-11
CME
CME Group Inc.
New
Shares356
Event2026-03-31
Filed2026-05-11
Medtronic Plc
Medtronic Plc
472.73%
Shares1.2K
Event2026-03-31
Filed2026-05-11
SBR
Sabine Royalty Trust
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
PAVE
Global X U.S. Infrastructure Dev ETF
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-11
MTB
M&T Bank Corporation
0.00%
Shares451
Event2026-03-31
Filed2026-05-11
AVUS
Amern Centy Etf/avantis U S Equity
New
Shares820
Event2026-03-31
Filed2026-05-11
PFF
iShares S&P Pref Stk Indx Fn
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-11
MET
MetLife Inc.
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-11
VEEV
Veeva Sys Inc
-19.80%
Shares490
Event2026-03-31
Filed2026-05-11
GILD
Gilead Sciences Inc.
-6.15%
Shares610
Event2026-03-31
Filed2026-05-11
CSX
CSX Corporation
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-11
SHW
Sherwin-Williams Co
-11.95%
Shares258
Event2026-03-31
Filed2026-05-11
TM
Toyota Motor Corp - ADR
0.00%
Shares400
Event2026-03-31
Filed2026-05-11
VO
Vanguard Mid-Cap ETF
0.00%
Shares286
Event2026-03-31
Filed2026-05-11
IWS
iShares Russell Midcap Value Index
0.00%
Shares557
Event2026-03-31
Filed2026-05-11
VRRM
Verra Mobility Corp
-21.11%
Shares5.6K
Event2026-03-31
Filed2026-05-11
ISRG
Intuitive Surgical, Inc.
-22.83%
Shares169
Event2026-03-31
Filed2026-05-11
ETV
Eaton Vance Tax-Managed Buy-Write Opp Fd
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-11
PHR
Phreesia Inc
0.00%
Shares8.9K
Event2026-03-31
Filed2026-05-11
ALLE
Allegion PLC
0.00%
Shares500
Event2026-03-31
Filed2026-05-11
COF
Capital One Financial Corp
0.00%
Shares397
Event2026-03-31
Filed2026-05-11
ETR
Entergy Corp
0.00%
Shares620
Event2026-03-31
Filed2026-05-11
SMG
Scotts Miracle Gro Co
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-11
BKNG
Booking Hldgs Inc
0.00%
Shares16
Event2026-03-31
Filed2026-05-11
GDDY
Godaddy Inc
-55.80%
Shares793
Event2026-03-31
Filed2026-05-11
Duke Energy Corp
Duke Energy Corp
0.00%
Shares494
Event2026-03-31
Filed2026-05-11
QNST
Quinstreet Inc
-20.31%
Shares5.4K
Event2026-03-31
Filed2026-05-11
POOL
Pool Corporation
0.00%
Shares302
Event2026-03-31
Filed2026-05-11
JFLX
JPMorgan Flexible Debt ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-11
IJT
iShares S&P SmallCap 600 Grwth Index Fd
0.00%
Shares411
Event2026-03-31
Filed2026-05-11
VRSN
Verisign Inc.
0.00%
Shares238
Event2026-03-31
Filed2026-05-11
VNQ
Vanguard REIT ETF
0.00%
Shares640
Event2026-03-31
Filed2026-05-11
T
AT&T Inc.
-9.40%
Shares1.9K
Event2026-03-31
Filed2026-05-11
USMV
Ishares MSCI USA Minimum Volatility Fund
-6.03%
Shares592
Event2026-03-31
Filed2026-05-11
UNH
UnitedHealth Group Inc
-55.09%
Shares194
Event2026-03-31
Filed2026-05-11
TT
Trane Technologies Plc
0.00%
Shares123
Event2026-03-31
Filed2026-05-11
OGE
OGE Energy Corp
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-11
CMI
Cummins Inc.
0.00%
Shares94
Event2026-03-31
Filed2026-05-11
FETH
Fidelity Ethereum Fd
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-11
GIS
General Mills, Inc.
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
MMC
Marsh & McLennan Companies, Inc.
2770.00%
Shares287
Event2026-03-31
Filed2026-05-11
VGT
Vanguard Information Technology ETF
0.00%
Shares70
Event2026-03-31
Filed2026-05-11
VTWO
Vanguard Russell 2000 Index ETF
0.00%
Shares483
Event2026-03-31
Filed2026-05-11
XLC
SPDR Communication Services ETF
0.00%
Shares435
Event2026-03-31
Filed2026-05-11
Arista Networks Inc.
Arista Networks Inc.
0.00%
Shares389
Event2026-03-31
Filed2026-05-11
FTC
First Trust Lage Cap Growth Alphadex ETF
0.00%
Shares305
Event2026-03-31
Filed2026-05-11
QUAL
Ishares MSCI USA Quality Factor ETF
0.00%
Shares244
Event2026-03-31
Filed2026-05-11
GDX
Vaneck Gold Miners ETF
0.00%
Shares496
Event2026-03-31
Filed2026-05-11
NFLX
Netflix Inc.
-51.55%
Shares470
Event2026-03-31
Filed2026-05-11
UPS
United Parcel Service, Inc.
-15.53%
Shares446
Event2026-03-31
Filed2026-05-11
WFC
Wells Fargo & Co New
0.00%
Shares549
Event2026-03-31
Filed2026-05-11
EXG
Eaton Vance Tax-Managed Global
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-11
RMD
ResMed Inc.
0.00%
Shares192
Event2026-03-31
Filed2026-05-11
SLF
SunLife Financial Inc.
0.00%
Shares681
Event2026-03-31
Filed2026-05-11
O
Realty Income Corp.
0.00%
Shares684
Event2026-03-31
Filed2026-05-11
SRE
Sempra Energy
-28.67%
Shares428
Event2026-03-31
Filed2026-05-11
TPIF
Timothy Plain Intl ETF
New
Shares1.1K
Event2026-03-31
Filed2026-05-11
KKR & Co Inc CL A
KKR & Co Inc CL A
0.00%
Shares440
Event2026-03-31
Filed2026-05-11
TPSC
Timothy Pln US Sm Cp Core ETF
New
Shares957
Event2026-03-31
Filed2026-05-11
ICE
IntercontinentalExchange Group Inc.
0.00%
Shares254
Event2026-03-31
Filed2026-05-11
FTCS
First Trust Capital Strength
0.00%
Shares429
Event2026-03-31
Filed2026-05-11
BA
Boeing Co
0.00%
Shares198
Event2026-03-31
Filed2026-05-11
QCOM
Qualcomm Inc.
0.00%
Shares306
Event2026-03-31
Filed2026-05-11
FITB
Fifth Third Bancorp
0.00%
Shares837
Event2026-03-31
Filed2026-05-11
XEL
Xcel Energy, Inc.
0.00%
Shares483
Event2026-03-31
Filed2026-05-11
PFG
Principal Finl Group Inc
0.00%
Shares422
Event2026-03-31
Filed2026-05-11
EOG
EOG Resources, Inc.
0.00%
Shares263
Event2026-03-31
Filed2026-05-11
CEG
Constellation Energy Corp
0.00%
Shares136
Event2026-03-31
Filed2026-05-11
DECK
Deckers Outdoor Corporation
0.00%
Shares378
Event2026-03-31
Filed2026-05-11
IYM
iShares Dow Jones U.S. Basic Materials Sector
0.00%
Shares214
Event2026-03-31
Filed2026-05-11
AIG
American International Group, Inc.
0.00%
Shares500
Event2026-03-31
Filed2026-05-11
FNX
First Tr Mid Cap Core Alphadex
0.00%
Shares290
Event2026-03-31
Filed2026-05-11
AYI
Acuity Brands Inc.
-17.50%
Shares132
Event2026-03-31
Filed2026-05-11
HPS
John Hancock Preferred Income Fd III
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-11
HQL
Tekla Life Sciences Invs
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-11
SPTS
SPDR Portfolio Short Term Treasury
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-11
LIT
Global X Lithium ETF
46.77%
Shares455
Event2026-03-31
Filed2026-05-11
XLF
Select Sector SPDR Financials Tr
0.00%
Shares683
Event2026-03-31
Filed2026-05-11
CMS
CMS Energy Corporation
0.00%
Shares430
Event2026-03-31
Filed2026-05-11
IJJ
Ishares S&P Mid Cap 400 Value
0.00%
Shares246
Event2026-03-31
Filed2026-05-11
DFAC
Dimensional US Core Equity 2 ETF
0.00%
Shares836
Event2026-03-31
Filed2026-05-11
IEF
iShares 7-10 Year Treasury Bond ETF
0.00%
Shares335
Event2026-03-31
Filed2026-05-11
F
Ford Motor Company
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-11
EFV
Ishares MSCI EAFE Value ETF
0.00%
Shares409
Event2026-03-31
Filed2026-05-11
FDX
Fedex Corp.
0.00%
Shares85
Event2026-03-31
Filed2026-05-11
SPGI
S&P Global Inc
0.00%
Shares71
Event2026-03-31
Filed2026-05-11
XLV
Healthcare Select SPDR Fund
0.00%
Shares203
Event2026-03-31
Filed2026-05-11
INTU
Intuit Inc.
-97.72%
Shares68
Event2026-03-31
Filed2026-05-11
FENI
Fidelity Enhanced International ETF
0.00%
Shares766
Event2026-03-31
Filed2026-05-11
IBIT
Ishares Bitcoin ETF
New
Shares727
Event2026-03-31
Filed2026-05-11
IWP
iShares Russell Midcap Grwth Index
0.00%
Shares208
Event2026-03-31
Filed2026-05-11
WINN
Harbor Long-Term Growers ETF
0.00%
Shares946
Event2026-03-31
Filed2026-05-11
AFL
Aflac Inc.
0.00%
Shares239
Event2026-03-31
Filed2026-05-11
IVE
iShares S&P 500 Value ETF
0.00%
Shares124
Event2026-03-31
Filed2026-05-11
CF
CF Industries Holdings Inc.
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
PAYX
Paychex, Inc.
0.00%
Shares280
Event2026-03-31
Filed2026-05-11
CVS
CVS/Caremark Corp
0.00%
Shares346
Event2026-03-31
Filed2026-05-11
VHT
Vanguard Health Care ETF
0.00%
Shares91
Event2026-03-31
Filed2026-05-11
VWO
Vanguard MSCI Emerging Mkts ETF
0.00%
Shares446
Event2026-03-31
Filed2026-05-11
IBTH
iShares Bonds Dec 2027 Term
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-11
IJK
Ishares S&P MidCap 400 Growth ETF
0.00%
Shares233
Event2026-03-31
Filed2026-05-11
FFOG
Franklin Focused Growth ETF
0.00%
Shares570
Event2026-03-31
Filed2026-05-11
HACK
Amplify Cybersecurity ETF
0.00%
Shares303
Event2026-03-31
Filed2026-05-11
FAI
First Trust Bloomberg Artificial Intel ETF
0.00%
Shares611
Event2026-03-31
Filed2026-05-11
LAMR
Lamar Advertising Co New
0.00%
Shares177
Event2026-03-31
Filed2026-05-11
PH
Parker Hannifin Corporation
0.00%
Shares25
Event2026-03-31
Filed2026-05-11
PLTR
Palantir Technologies Inc
-91.24%
Shares150
Event2026-03-31
Filed2026-05-11
CIBR
First Trust Nasdaq Cybersecurity ETF
0.00%
Shares340
Event2026-03-31
Filed2026-05-11
FTV
Fortive Corp
0.00%
Shares385
Event2026-03-31
Filed2026-05-11
BF.B
Brown-Forman Corp - Cl B
0.00%
Shares798
Event2026-03-31
Filed2026-05-11
SHEL
Shell Plc
0.00%
Shares226
Event2026-03-31
Filed2026-05-11
JTEK
JP Morgan US Tech Leaders ETF
0.00%
Shares263
Event2026-03-31
Filed2026-05-11
INTC
Intel Corp
0.00%
Shares472
Event2026-03-31
Filed2026-05-11
NMCO
Nuveen Mun Cr Opportunities Fd
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-11
PPLT
Aberdeen Physical Platinum ETF
0.00%
Shares115
Event2026-03-31
Filed2026-05-11
ARKQ
Ark Autonomous Technology & Robotics ETF
93.62%
Shares182
Event2026-03-31
Filed2026-05-11
EXC
Exelon Corp
0.00%
Shares410
Event2026-03-31
Filed2026-05-11
SMH
VanEck Semiconductor ETF
0.00%
Shares52
Event2026-03-31
Filed2026-05-11
VPL
Vanguard Pacific ETF
0.00%
Shares203
Event2026-03-31
Filed2026-05-11
HIMX
Himax Technologies Inc
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-11
ALB
Albemarle Corporation
New
Shares104
Event2026-03-31
Filed2026-05-11
Seagate Technology Holdings Plc
Seagate Technology Holdings Plc
0.00%
Shares47
Event2026-03-31
Filed2026-05-11
PPG
PPG Industries, Inc.
0.00%
Shares169
Event2026-03-31
Filed2026-05-11
GOVT
iShares US Treasury Bond ETF
0.00%
Shares785
Event2026-03-31
Filed2026-05-11
DTE
DTE Energy Company
0.00%
Shares120
Event2026-03-31
Filed2026-05-11
CWI
SPDR MSCI ACWI ex-US ETF
0.00%
Shares468
Event2026-03-31
Filed2026-05-11
NUE
Nucor
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
D
Dominion Resources, Inc.
0.00%
Shares268
Event2026-03-31
Filed2026-05-11
SPTI
SPDR Portfolio Intmdt Term ETF
0.00%
Shares569
Event2026-03-31
Filed2026-05-11
FSS
Federal Signal Corp
0.00%
Shares150
Event2026-03-31
Filed2026-05-11
JBL
Jabil Circuit, Inc.
0.00%
Shares59
Event2026-03-31
Filed2026-05-11
USIG
Ishares Broad USD Inv Grade Corp Bond ETF
0.00%
Shares274
Event2026-03-31
Filed2026-05-11
FCX
Freeport-McMoRan Copper & Gold Inc.
New
Shares233
Event2026-03-31
Filed2026-05-11
DOW
Dow Inc
0.00%
Shares328
Event2026-03-31
Filed2026-05-11
CASY
Casey`s General Stores, Inc.
0.00%
Shares18
Event2026-03-31
Filed2026-05-11
VOE
Vanguard Mid-Cap Value ETF
0.00%
Shares71
Event2026-03-31
Filed2026-05-11
MNST
Monster Beverage Corp New
0.00%
Shares180
Event2026-03-31
Filed2026-05-11
CMCSA
Comcast Corp
0.00%
Shares451
Event2026-03-31
Filed2026-05-11
CGDV
Capital Group Dividend Value ETF
0.00%
Shares300
Event2026-03-31
Filed2026-05-11
SNAP
Snap Inc
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-11
AVAV
Aerovironment Inc
New
Shares66
Event2026-03-31
Filed2026-05-11
MDLZ
Mondelez International Inc - A
-81.74%
Shares206
Event2026-03-31
Filed2026-05-11
FLEX
Flex Ltd
0.00%
Shares181
Event2026-03-31
Filed2026-05-11
USB
US Bancorp Del
0.00%
Shares227
Event2026-03-31
Filed2026-05-11
KTOS
Kratos Defense & Security Solutions Inc
New
Shares162
Event2026-03-31
Filed2026-05-11
CL
Colgate Palmolive
-35.82%
Shares129
Event2026-03-31
Filed2026-05-11
BTI
British AMN Tobacco
0.00%
Shares186
Event2026-03-31
Filed2026-05-11
VGIT
Vanguard Intermediate-Term Treasury ETF
0.00%
Shares180
Event2026-03-31
Filed2026-05-11
SHOP
Shopify Inc
0.00%
Shares90
Event2026-03-31
Filed2026-05-11
IGIB
iShares 5-10 Year Investment Grade Corp ETF
0.00%
Shares197
Event2026-03-31
Filed2026-05-11
SPMO
Invesco S&P 500 Momentum ETF
0.00%
Shares93
Event2026-03-31
Filed2026-05-11
REMX
Vaneck Etf Tr/vaneck Vectors Rare
New
Shares118
Event2026-03-31
Filed2026-05-11
ZBH
Zimmer Biomet Holdings Inc.
0.00%
Shares112
Event2026-03-31
Filed2026-05-11
BSCU
Invesco Corp Bond BulletShares 2030
0.00%
Shares605
Event2026-03-31
Filed2026-05-11
Cencora
Cencora
0.00%
Shares32
Event2026-03-31
Filed2026-05-11
BSCT
Invesco Exchange Bulletshares 2029
New
Shares534
Event2026-03-31
Filed2026-05-11
BSCV
Invesco Bulletshares 2031 Corp Bd
New
Shares600
Event2026-03-31
Filed2026-05-11
AG
First Majestic Silver Corporation
New
Shares427
Event2026-03-31
Filed2026-05-11
IR
Ingersoll Rand Inc
0.00%
Shares108
Event2026-03-31
Filed2026-05-11
VIG
Vanguard Dividend Appreciation ETF
0.00%
Shares40
Event2026-03-31
Filed2026-05-11
ASTS
Ast Spacemobile Inc
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
DTM
Dt Midstream Inc
0.00%
Shares60
Event2026-03-31
Filed2026-05-11
VST
Vistra Energy Corp
0.00%
Shares53
Event2026-03-31
Filed2026-05-11
TGT
Target Corp
-7.25%
Shares64
Event2026-03-31
Filed2026-05-11
CHD
Church & Dwight Co., Inc.
0.00%
Shares80
Event2026-03-31
Filed2026-05-11
FFIV
F5 Networks Inc.
0.00%
Shares25
Event2026-03-31
Filed2026-05-11
MMM
3M Company
0.00%
Shares47
Event2026-03-31
Filed2026-05-11
NEM
Newmont Mining Corp
New
Shares63
Event2026-03-31
Filed2026-05-11
PAAS
Pan American Silver Corp
New
Shares124
Event2026-03-31
Filed2026-05-11
DGRO
Ishares Core Dividend Growth ETF
0.00%
Shares94
Event2026-03-31
Filed2026-05-11
Barrick Mining Corp.
Barrick Mining Corp.
New
Shares158
Event2026-03-31
Filed2026-05-11
IEUR
Ishares MSCI Euro
0.00%
Shares91
Event2026-03-31
Filed2026-05-11
NNVC
Nanoviricides Inc
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-11
EFAV
Ishares MSCI EAFE Min Vol Factor ETF
0.00%
Shares69
Event2026-03-31
Filed2026-05-11
IETC
iShares US Tech Independence Focused ETF
0.00%
Shares71
Event2026-03-31
Filed2026-05-11
DOCS
Doximity Inc
0.00%
Shares268
Event2026-03-31
Filed2026-05-11
ACWV
Ishares Inc Edge MSCI Min Vol Global
0.00%
Shares52
Event2026-03-31
Filed2026-05-11
CODI
Compass Diversified Holdings
-34.51%
Shares744
Event2026-03-31
Filed2026-05-11
PEG
Public Service Enterprise Group Inc.
0.00%
Shares72
Event2026-03-31
Filed2026-05-11
ES
Eversource Energy
-63.79%
Shares84
Event2026-03-31
Filed2026-05-11
FDL
First Trust Morn Dvd Lead In
0.00%
Shares110
Event2026-03-31
Filed2026-05-11
HBAN
Huntington Bancshares Inc.
New
Shares351
Event2026-03-31
Filed2026-05-11
BHF
Brighthouse Finl Inc
0.00%
Shares91
Event2026-03-31
Filed2026-05-11
SYM
Symbotic Inc/sh Cl A
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
NET
Cloudflare Inc/sh Cl A
0.00%
Shares25
Event2026-03-31
Filed2026-05-11
NDAQ
Nasdaq Stock Market Inc.
0.00%
Shares60
Event2026-03-31
Filed2026-05-11
XLY
Consumer Discretionary Sector SPDR ETF
-45.24%
Shares46
Event2026-03-31
Filed2026-05-11
Bitmine Immersion Technologies Inc
Bitmine Immersion Technologies Inc
0.00%
Shares250
Event2026-03-31
Filed2026-05-11
THG
Hanover Insurance Group
0.00%
Shares28
Event2026-03-31
Filed2026-05-11
CRSP
Crispr Therapeutics
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
OXY
Occidental Petroleum Corp.
0.00%
Shares72
Event2026-03-31
Filed2026-05-11
BABA
Alibaba Group Hldg Ltd ADR
0.00%
Shares36
Event2026-03-31
Filed2026-05-11
CCOI
Cogent Communications Hldgs In
-34.53%
Shares237
Event2026-03-31
Filed2026-05-11
IVT
Inventrust Pptys Corp
0.00%
Shares146
Event2026-03-31
Filed2026-05-11
KTB
Kontoor Brands Inc
0.00%
Shares57
Event2026-03-31
Filed2026-05-11
XLB
MFC Select Sector Spdr Tr SHS Ben Int-Materia
0.00%
Shares76
Event2026-03-31
Filed2026-05-11
ARM
Arm Holdings Pl/s Adr
0.00%
Shares25
Event2026-03-31
Filed2026-05-11
VB
Vanguard Small-Cap ETF
0.00%
Shares14
Event2026-03-31
Filed2026-05-11
IGF
iShares Global Infrastructure ETF
0.00%
Shares53
Event2026-03-31
Filed2026-05-11
SFM
Sprouts Fmrs Mkt Inc
0.00%
Shares44
Event2026-03-31
Filed2026-05-11
MUX
Mcewen Inc/sh Cl B
0.00%
Shares158
Event2026-03-31
Filed2026-05-11
STZ
Constellation Brands, Inc.
-58.82%
Shares21
Event2026-03-31
Filed2026-05-11
VFC
VF Corporation
0.00%
Shares185
Event2026-03-31
Filed2026-05-11
IPAC
MFC Ishares Tr Core MSCI Pac
0.00%
Shares38
Event2026-03-31
Filed2026-05-11
AMTM
Amentum Holdings Inc
0.00%
Shares110
Event2026-03-31
Filed2026-05-11
LNT
Alliant Energy Corp
0.00%
Shares38
Event2026-03-31
Filed2026-05-11
HL
Hecla Mng Co
New
Shares142
Event2026-03-31
Filed2026-05-11
BAX
Baxter International, Inc.
0.00%
Shares151
Event2026-03-31
Filed2026-05-11
LEG
Leggett & Platt Inc.
0.00%
Shares240
Event2026-03-31
Filed2026-05-11
OTIS
Otis Worldwide Corp
0.00%
Shares29
Event2026-03-31
Filed2026-05-11
MSTR
Microstrategy Inc.
0.00%
Shares17
Event2026-03-31
Filed2026-05-11
RCL
Royal Caribbean Cruises Ltd
0.00%
Shares7
Event2026-03-31
Filed2026-05-11
HIG
Hartford Financial Services Group Inc.
0.00%
Shares14
Event2026-03-31
Filed2026-05-11
FSM
Fortuna Mining Corp.
New
Shares182
Event2026-03-31
Filed2026-05-11
VLTO
Veralto Corp
-93.01%
Shares20
Event2026-03-31
Filed2026-05-11
VRT
Vertiv Holdings/sh Cl A
-91.46%
Shares7
Event2026-03-31
Filed2026-05-11
MAR
Marriott International - Class A
0.00%
Shares5
Event2026-03-31
Filed2026-05-11
CACI
CACI International Inc.
0.00%
Shares3
Event2026-03-31
Filed2026-05-11
APP
Applovin Corp/sh
0.00%
Shares4
Event2026-03-31
Filed2026-05-11
SNPS
Synopsys Inc
0.00%
Shares4
Event2026-03-31
Filed2026-05-11
KD
Kyndryl Hldgs Inc
0.00%
Shares120
Event2026-03-31
Filed2026-05-11
VRSK
Verisk Analytics Inc
0.00%
Shares8
Event2026-03-31
Filed2026-05-11
SPOT
Spotify Technology S A
0.00%
Shares3
Event2026-03-31
Filed2026-05-11
CTAS
Cintas Corp
0.00%
Shares8
Event2026-03-31
Filed2026-05-11
AMP
Ameriprise Finl Inc Co
0.00%
Shares3
Event2026-03-31
Filed2026-05-11
Dupont De Nemours Inc
Dupont De Nemours Inc
0.00%
Shares29
Event2026-03-31
Filed2026-05-11
RSG
Republic Services, Inc.
0.00%
Shares6
Event2026-03-31
Filed2026-05-11
MCO
Moody's Corp
0.00%
Shares3
Event2026-03-31
Filed2026-05-11
PHM
PulteGroup Inc.
0.00%
Shares11
Event2026-03-31
Filed2026-05-11
OXY.WS
Occidental Pete Corp
0.00%
Shares29
Event2026-03-31
Filed2026-05-11
PSTG
EVERPURE INC
0.00%
Shares21
Event2026-03-31
Filed2026-05-11
CONTRA Cyberark Software LTD
CONTRA Cyberark Software LTD
New
Shares25
Event2026-03-31
Filed2026-05-11
DJT
Trump Media & Technology Group
0.00%
Shares120
Event2026-03-31
Filed2026-05-11
TOTL
Ssga Active Etf Tr
0.00%
Shares28
Event2026-03-31
Filed2026-05-11
CDNS
Cadence Design Systems, Inc.
0.00%
Shares4
Event2026-03-31
Filed2026-05-11
CYH
Community Health Systems Inc.
0.00%
Shares340
Event2026-03-31
Filed2026-05-11
HWM
Howmet Aerospace Inc
0.00%
Shares4
Event2026-03-31
Filed2026-05-11
MARA
MARA Holdings Inc
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
PRCH
Porch Grp Inc/sh
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
RIOT
Riot Blockchain Inc
0.00%
Shares50
Event2026-03-31
Filed2026-05-11
Lucid Grp Inc/sh
Lucid Grp Inc/sh
0.00%
Shares46
Event2026-03-31
Filed2026-05-11
CUZ
Cousins Pptys Inc
-98.58%
Shares18
Event2026-03-31
Filed2026-05-11
BITX
Volatility Shs /2x Bitcoin Strategy
New
Shares24
Event2026-03-31
Filed2026-05-11
MRNA
Moderna Inc
0.00%
Shares3
Event2026-03-31
Filed2026-05-11
OGN
Organon & Co
0.00%
Shares20
Event2026-03-31
Filed2026-05-11
Energy Focus Inc
Energy Focus Inc
0.00%
Shares45
Event2026-03-31
Filed2026-05-11
BTBT
Bit Digital Inc/sh Sh
0.00%
Shares42
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available