Sponsored
The Analysis of BARTLETT & CO. WEALTH MANAGEMENT LLC's Holdings & P&L
Currently, BARTLETT & CO. WEALTH MANAGEMENT LLC holds 1278 types of securities in its portfolio with a total value $7.8B. In the most recent quarter, they have increased their positions in N/A (+62.0K shares, valued at $25.8M), ORLY (+255.0K shares, valued at $24.0M), IEFA (+248.4K shares, valued at $23.4M); decreased their positions in N/A (-51.0K shares, valued at $19.3M), QCOM (-101.8K shares, valued at $17.1M), MKC (-303.7K shares, valued at $14.6M); initiated new positions in NULV (+47.5K shares, valued at $2.4M), XVV (+35.6K shares, valued at $2.0M), IXUS (+3.5K shares, valued at $324.8K).
1M P&L
+83.6M+1.29%
3M P&L
-400.5M-5.77%
HY P&L
-208.1M-3.08%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A1.4B
22.8%
2Software - Infrastructure483.8M
7.7%
3Consumer Electronics456.5M
7.3%
Top Industries by Stock Count
1N/A371 stocks
31.8%
2Banks - Regional32 stocks
2.7%
3Utilities - Regulated Electric27 stocks
2.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Canadian Pacific Kansas City LTD Canadian Pacific Kansas City LTD242.7K shares-2.89%2026-03-312026-05-06
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Seagate Technology Holdings PB LTD Co Seagate Technology Holdings PB LTD Co3.5K shares-11.95%2026-03-312026-05-06
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF5.0K shares5.23%2026-03-312026-05-06
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Invesco S&P 500 Low Volatility ETF Invesco S&P 500 Low Volatility ETF10.1K shares0.00%2026-03-312026-05-06
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Liberty Live HLDGS Inc Ser C Liberty Live Group Com Liberty Live HLDGS Inc Ser C Liberty Live Group Com7.3K shares0.00%2026-03-312026-05-06
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XDTE Roundhill ETF Trust (S&P 500 0dte Covered Call Strategy Etf)10.6K shares0.00%2026-03-312026-05-06
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SPDR Bloomberg Barclays High Yield Bond ETF SPDR Bloomberg Barclays High Yield Bond ETF4.0K shares0.00%2026-03-312026-05-06
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Professionally Managed Portfolios Akre Focus Professionally Managed Portfolios Akre Focus4.1K shares0.00%2026-03-312026-05-06
Atlanta Braves HLDGS Inc Com Ser C Atlanta Braves HLDGS Inc Com Ser C4.5K shares0.00%2026-03-312026-05-06
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Invesco Exchange Traded FD TR FTSE Rafi 1000 Invesco Exchange Traded FD TR FTSE Rafi 10003.2K shares0.00%2026-03-312026-05-06
Sponsored
Alphabet Inc. Class C
-3.72%Alphabet Inc. Class C
Shares1.3M
Event2026-03-31
Filed2026-05-06
AAPL
-2.05%Apple Inc
Shares1.6M
Event2026-03-31
Filed2026-05-06
MSFT
1.02%Microsoft Corp
Shares984.8K
Event2026-03-31
Filed2026-05-06
AMZN
1.14%Amazon.Com Inc
Shares929.9K
Event2026-03-31
Filed2026-05-06
Vanguard S&P 500 ETF
6.81%Vanguard S&P 500 ETF
Shares359.0K
Event2026-03-31
Filed2026-05-06
NVDA
5.47%Nvidia Corp
Shares1.2M
Event2026-03-31
Filed2026-05-06
JPM
-1.10%JPMorgan Chase & Co
Shares738.7K
Event2026-03-31
Filed2026-05-06
Berkshire Hathaway Class B
-2.03%Berkshire Hathaway Class B
Shares390.8K
Event2026-03-31
Filed2026-05-06
MA
1.36%Mastercard Inc Class A
Shares340.5K
Event2026-03-31
Filed2026-05-06
IEFA
15.83%iShares Core MSCI EAFE ETF
Shares1.8M
Event2026-03-31
Filed2026-05-06
Alphabet Inc. Class A
-4.13%Alphabet Inc. Class A
Shares403.1K
Event2026-03-31
Filed2026-05-06
TJX
-2.55%TJX Companies Inc
Shares983.9K
Event2026-03-31
Filed2026-05-06
PG
-1.42%Procter & Gamble
Shares1.0M
Event2026-03-31
Filed2026-05-06
COST
-0.43%Costco Wholesale Co
Shares140.4K
Event2026-03-31
Filed2026-05-06
ADI
-3.16%Analog Devices Inc
Shares318.1K
Event2026-03-31
Filed2026-05-06
Linde PLC
5.28%Linde PLC
Shares241.0K
Event2026-03-31
Filed2026-05-06
DE
-4.52%Deere & Co
Shares202.8K
Event2026-03-31
Filed2026-05-06
Eaton Corp PLC F
12.11%Eaton Corp PLC F
Shares266.8K
Event2026-03-31
Filed2026-05-06
NEE
3.90%Nextera Energy Inc
Shares1.2M
Event2026-03-31
Filed2026-05-06
LOW
-3.62%Lowes Cos Inc
Shares494.5K
Event2026-03-31
Filed2026-05-06
META
7.61%Meta Platforms Inc Class A
Shares176.0K
Event2026-03-31
Filed2026-05-06
AMGN
-5.23%Amgen Inc.
Shares330.0K
Event2026-03-31
Filed2026-05-06
ABT
-2.28%Abbott Laboratories
Shares988.0K
Event2026-03-31
Filed2026-05-06
CVX
-5.43%Chevron Corp
Shares452.5K
Event2026-03-31
Filed2026-05-06
ASML
-0.17%Asml Holding NV
Shares61.5K
Event2026-03-31
Filed2026-05-06
TMO
-5.88%Thermo Fisher Scientific Inc.
Shares182.9K
Event2026-03-31
Filed2026-05-06
PEP
-3.69%Pepsico Inc
Shares535.8K
Event2026-03-31
Filed2026-05-06
IJR
21.86%iShares Core S&P Small Cap ETF
Shares603.2K
Event2026-03-31
Filed2026-05-06
IJH
26.13%iShares Core S&P Mid Cap ETF
Shares1.1M
Event2026-03-31
Filed2026-05-06
CB
-3.30%Chubb LTD F
Shares228.4K
Event2026-03-31
Filed2026-05-06
Duke Energy Corp
-2.19%Duke Energy Corp
Shares579.7K
Event2026-03-31
Filed2026-05-06
WM
2.26%Waste Management Inc
Shares316.2K
Event2026-03-31
Filed2026-05-06
PANW
32.59%Palo Alto Networks Inc
Shares350.9K
Event2026-03-31
Filed2026-05-06
UNH
-11.42%Unitedhealth GRP Inc
Shares164.8K
Event2026-03-31
Filed2026-05-06
VTI
1.86%Vanguard Total Stock Market ETF
Shares160.2K
Event2026-03-31
Filed2026-05-06
IEMG
23.53%iShares Core MSCI Emerging ETF
Shares709.8K
Event2026-03-31
Filed2026-05-06
VCSH
-0.93%Vanguard Short Term Corp Bond ETF
Shares704.4K
Event2026-03-31
Filed2026-05-06
VCIT
2.26%Vanguard Intermediate Term Cor ETF
Shares656.8K
Event2026-03-31
Filed2026-05-06
QCOM
-24.82%Qualcomm Inc
Shares308.4K
Event2026-03-31
Filed2026-05-06
JNJ
-4.57%Johnson & Johnson
Shares231.6K
Event2026-03-31
Filed2026-05-06
LH
-1.52%Labcorp Holdings Inc
Shares203.8K
Event2026-03-31
Filed2026-05-06
INTU
-13.72%Intuit Inc
Shares125.6K
Event2026-03-31
Filed2026-05-06
Accenture PLC Class A
-13.18%Accenture PLC Class A
Shares278.3K
Event2026-03-31
Filed2026-05-06
BRK.A
-5.41%Berkshire Hathaway Class A
Shares70
Event2026-03-31
Filed2026-05-06
ITW
-3.10%Illinois Tool Works
Shares194.2K
Event2026-03-31
Filed2026-05-06
WMT
-6.09%WalMart Inc
Shares358.7K
Event2026-03-31
Filed2026-05-06
Broadcom Inc
129.28%Broadcom Inc
Shares110.0K
Event2026-03-31
Filed2026-05-06
CRM
-9.89%Salesforce Inc
Shares244.1K
Event2026-03-31
Filed2026-05-06
SPGI
-11.73%S&P Global Inc Com
Shares106.5K
Event2026-03-31
Filed2026-05-06
UBER
35.03%Uber Technologies Inc
Shares584.5K
Event2026-03-31
Filed2026-05-06
MDY
-0.36%SPDR S&P Midcap 400 ETF
Shares63.1K
Event2026-03-31
Filed2026-05-06
ISTB
33.29%iShares Core 1 5 Year Usd Bond ETF
Shares741.3K
Event2026-03-31
Filed2026-05-06
AXP
-1.30%American Express Co
Shares101.2K
Event2026-03-31
Filed2026-05-06
JQUA
9.68%JPMorgan U.S. Quality Factor ETF
Shares479.3K
Event2026-03-31
Filed2026-05-06
VMBS
4.73%Vanguard Mortgage Backed Sec ETF
Shares662.2K
Event2026-03-31
Filed2026-05-06
UNP
-6.40%Union Pacific Corp
Shares113.2K
Event2026-03-31
Filed2026-05-06
General Dynamics Co
-11.53%General Dynamics Co
Shares82.8K
Event2026-03-31
Filed2026-05-06
SPIB
25.52%SPDR Intermediate Term Corp Bond ETF
Shares847.8K
Event2026-03-31
Filed2026-05-06
SPY
-1.34%SPDR S&P 500 ETF
Shares37.9K
Event2026-03-31
Filed2026-05-06
FNDX
-6.43%Schwab Fundamental US Large Co ETF
Shares873.5K
Event2026-03-31
Filed2026-05-06
IGSB
-4.33%iShares TR Is 1 5 YR In GR CR BD ETF
Shares489.8K
Event2026-03-31
Filed2026-05-06
LLY
-1.09%Lilly Eli & Co
Shares25.5K
Event2026-03-31
Filed2026-05-06
ABBV
-0.97%Abbvie Inc
Shares115.8K
Event2026-03-31
Filed2026-05-06
ORLY
7560.01%O Reilly Automotive
Shares258.4K
Event2026-03-31
Filed2026-05-06
RTX
-0.89%Raytheon Technologies Co
Shares133.5K
Event2026-03-31
Filed2026-05-06
BSV
-2.97%Vanguard Short-Term Bond ETF
Shares288.2K
Event2026-03-31
Filed2026-05-06
VEU
4.93%Vanguard FTSE All World Ex US ETF
Shares268.7K
Event2026-03-31
Filed2026-05-06
ZTS
-10.47%Zoetis Inc Class A
Shares186.4K
Event2026-03-31
Filed2026-05-06
CINF
0.24%Cincinnati Finl
Shares132.1K
Event2026-03-31
Filed2026-05-06
IWR
-1.17%iShares Russell Mid Cap ETF
Shares201.6K
Event2026-03-31
Filed2026-05-06
NSC
-3.31%Norfolk Southern Co
Shares67.1K
Event2026-03-31
Filed2026-05-06
ADP
-1.86%Auto Data Processing
Shares98.3K
Event2026-03-31
Filed2026-05-06
Canadian Pacific Kansas City LTD
-2.89%Canadian Pacific Kansas City LTD
Shares242.7K
Event2026-03-31
Filed2026-05-06
SCHB
-0.23%Schwab US Broad Market ETF
Shares725.2K
Event2026-03-31
Filed2026-05-06
USB
-1.49%US Bancorp
Shares361.6K
Event2026-03-31
Filed2026-05-06
BIV
44.42%Vanguard Intermediate Term Bond ETF
Shares245.5K
Event2026-03-31
Filed2026-05-06
MCD
-7.41%McDonalds Corp
Shares63.2K
Event2026-03-31
Filed2026-05-06
EFA
1.29%iShares MSCI EAFE ETF
Shares177.0K
Event2026-03-31
Filed2026-05-06
CFR
-33.31%Cullen Frost Bankers
Shares121.0K
Event2026-03-31
Filed2026-05-06
XOM
0.60%Exxon Mobil Corp
Shares107.2K
Event2026-03-31
Filed2026-05-06
XLK
0.00%Technology Select Sector SPDR ETF
Shares100.8K
Event2026-03-31
Filed2026-05-06
SHY
-14.55%iShares 1-3 Year Treasry Bond ETF
Shares194.1K
Event2026-03-31
Filed2026-05-06
AGG
1.76%iShares Core US Aggregate Bond ETF
Shares158.0K
Event2026-03-31
Filed2026-05-06
MBB
5.58%iShares MBS ETF IV
Shares161.1K
Event2026-03-31
Filed2026-05-06
IWB
0.05%iShares Russell 1000 ETF
Shares37.8K
Event2026-03-31
Filed2026-05-06
FCF
-0.09%First Comwlth Finl Corp
Shares778.5K
Event2026-03-31
Filed2026-05-06
IWP
-3.47%iShares Russell Mid Cap Growth ETF
Shares104.6K
Event2026-03-31
Filed2026-05-06
VBR
-6.34%Vanguard Small Cap Value ETF
Shares61.5K
Event2026-03-31
Filed2026-05-06
TSLA
0.77%Tesla Inc
Shares35.2K
Event2026-03-31
Filed2026-05-06
VB
-0.45%Vanguard Small Cap ETF
Shares47.8K
Event2026-03-31
Filed2026-05-06
Merck & Co. Inc.
-5.97%Merck & Co. Inc.
Shares117.3K
Event2026-03-31
Filed2026-05-06
KO
-2.02%The Coca-Cola Co
Shares163.6K
Event2026-03-31
Filed2026-05-06
MKC
-53.64%MC Cormick & Co Inc
Shares262.5K
Event2026-03-31
Filed2026-05-06
EMR
-1.15%Emerson Electric Co
Shares92.8K
Event2026-03-31
Filed2026-05-06
SHYG
-4.38%iShares High Yield Corporate Bond ETF
Shares291.7K
Event2026-03-31
Filed2026-05-06
NVS
-1.44%Novartis AG F Sponsored ADR
Shares83.3K
Event2026-03-31
Filed2026-05-06
IVV
-10.14%iShares Core S&P 500 ETF
Shares16.4K
Event2026-03-31
Filed2026-05-06
TRV
-1.37%Travelers Companies
Shares38.7K
Event2026-03-31
Filed2026-05-06
IWS
-7.13%iShares Russell Mid Cap Value ETF
Shares74.7K
Event2026-03-31
Filed2026-05-06
VWO
13.44%Vanguard FTSE Emerging Markets ETF
Shares185.3K
Event2026-03-31
Filed2026-05-06
VBK
-5.34%Vanguard Small Cap Growth ETF
Shares32.1K
Event2026-03-31
Filed2026-05-06
FDX
-21.32%Fedex Corp
Shares30.1K
Event2026-03-31
Filed2026-05-06
HD
-5.56%Home Depot Inc
Shares34.1K
Event2026-03-31
Filed2026-05-06
ORCL
0.10%Oracle Corp
Shares58.3K
Event2026-03-31
Filed2026-05-06
DIS
-25.65%Walt Disney Co
Shares103.5K
Event2026-03-31
Filed2026-05-06
DHR
-13.82%Danaher Corp
Shares54.7K
Event2026-03-31
Filed2026-05-06
ROK
-16.17%Rockwell Automation
Shares23.6K
Event2026-03-31
Filed2026-05-06
MUB
0.59%iShares National Muni Bond ETF
Shares86.8K
Event2026-03-31
Filed2026-05-06
IYW
-0.76%iShares US Technology ETF
Shares42.0K
Event2026-03-31
Filed2026-05-06
W E C Energy Group Inc
-0.39%W E C Energy Group Inc
Shares78.0K
Event2026-03-31
Filed2026-05-06
GOVT
-12.94%iShares US Treasury Bond ETF
Shares374.0K
Event2026-03-31
Filed2026-05-06
SCHF
-2.27%Schwab International Equity ETF
Shares322.6K
Event2026-03-31
Filed2026-05-06
IWM
-2.43%iShares Russell 2000 ETF
Shares29.6K
Event2026-03-31
Filed2026-05-06
V
-2.48%Visa Inc Class A
Shares25.0K
Event2026-03-31
Filed2026-05-06
XLY
0.00%SPDR Fund Consumer Discre Select ETF
Shares68.0K
Event2026-03-31
Filed2026-05-06
MCK
-0.94%Mckesson Corp
Shares9.7K
Event2026-03-31
Filed2026-05-06
BMY
-2.19%Bristol-Myers Squibb
Shares131.7K
Event2026-03-31
Filed2026-05-06
VIG
1.45%Vanguard Dividend Appreciation ETF
Shares33.1K
Event2026-03-31
Filed2026-05-06
SCHX
-0.11%Schwab US Large Cap ETF
Shares259.7K
Event2026-03-31
Filed2026-05-06
KR
-1.69%Kroger Co
Shares107.6K
Event2026-03-31
Filed2026-05-06
INTC
-1.13%Intel Corp
Shares75.1K
Event2026-03-31
Filed2026-05-06
MDLZ
-7.84%Mondelez Intl Class A
Shares117.0K
Event2026-03-31
Filed2026-05-06
CL
-5.78%Colgate-Palmolive Co
Shares82.9K
Event2026-03-31
Filed2026-05-06
VGT
695.78%Vanguard Information Technology ETF
Shares64.8K
Event2026-03-31
Filed2026-05-06
IVW
15.99%iShares S&P 500 Growth ETF
Shares51.3K
Event2026-03-31
Filed2026-05-06
LMT
-4.70%Lockheed Martin Corp
Shares12.6K
Event2026-03-31
Filed2026-05-06
TPL
-1.35%Texas Pacific Land Corp
Shares15.0K
Event2026-03-31
Filed2026-05-06
CSCO
-4.19%Cisco Systems Inc
Shares69.8K
Event2026-03-31
Filed2026-05-06
ESGV
56.22%Vanguard ESG U.S. Stock ETF
Shares51.1K
Event2026-03-31
Filed2026-05-06
SCHG
-0.65%Schwab US Large Cap Growth ETF
Shares189.7K
Event2026-03-31
Filed2026-05-06
VGSH
5.97%Vanguard Short Term Treasury ETF
Shares106.2K
Event2026-03-31
Filed2026-05-06
YUM
-0.59%Yum Brands Inc
Shares39.9K
Event2026-03-31
Filed2026-05-06
USIG
-19.26%iShares Broad USD Investment Grade Corporate Bond ETF
Shares111.3K
Event2026-03-31
Filed2026-05-06
WMB
-2.17%Williams Companies
Shares74.3K
Event2026-03-31
Filed2026-05-06
AMT
-49.30%American Tower Corp REIT
Shares30.5K
Event2026-03-31
Filed2026-05-06
PM
-0.92%Philip Morris Intl
Shares31.9K
Event2026-03-31
Filed2026-05-06
SBUX
-6.11%Starbucks Corp
Shares51.4K
Event2026-03-31
Filed2026-05-06
VFH
-1.30%Vanguard Financials ETF
Shares42.3K
Event2026-03-31
Filed2026-05-06
VXF
-0.41%Vanguard Extended Market ETF
Shares23.5K
Event2026-03-31
Filed2026-05-06
IBM
1.36%IBM Corp
Shares23.0K
Event2026-03-31
Filed2026-05-06
MU
-18.07%Micron Technology
Shares8.9K
Event2026-03-31
Filed2026-05-06
IVE
4.19%iShares S&P 500 Value ETF
Shares23.2K
Event2026-03-31
Filed2026-05-06
VO
293.54%Vanguard Mid Cap ETF
Shares65.9K
Event2026-03-31
Filed2026-05-06
CTAS
-0.15%Cintas Corp
Shares29.1K
Event2026-03-31
Filed2026-05-06
SYK
-1.42%Stryker Corp
Shares16.7K
Event2026-03-31
Filed2026-05-06
IGIB
-5.69%iShares TRT Is 5 10 Inv GR CR BD ETF
Shares89.5K
Event2026-03-31
Filed2026-05-06
CAT
-3.07%Caterpillar Inc
Shares5.4K
Event2026-03-31
Filed2026-05-06
MS
1.54%Morgan Stanley
Shares22.8K
Event2026-03-31
Filed2026-05-06
BY
0.00%Byline Bancorp Inc Com
Shares134.2K
Event2026-03-31
Filed2026-05-06
SCHE
-1.56%Schwab Emerging Markets Equity ETF
Shares118.2K
Event2026-03-31
Filed2026-05-06
AMD
-1.00%Advanced Micro
Shares12.2K
Event2026-03-31
Filed2026-05-06
CSX
1.06%CSX Corp
Shares93.2K
Event2026-03-31
Filed2026-05-06
GE Aerospace
3.26%GE Aerospace
Shares14.7K
Event2026-03-31
Filed2026-05-06
VIS
0.00%Vanguard Industrials ETF
Shares12.0K
Event2026-03-31
Filed2026-05-06
SYY
-18.12%Sysco Corp
Shares54.8K
Event2026-03-31
Filed2026-05-06
TTWO
0.11%Take-Two Interactive
Shares17.6K
Event2026-03-31
Filed2026-05-06
VEA
1.68%Vanguard FTSE Developed Markets ETF
Shares56.6K
Event2026-03-31
Filed2026-05-06
IWF
332.94%iShares Russell 1000 Growth ETF
Shares31.6K
Event2026-03-31
Filed2026-05-06
HON
-3.32%Honeywell Intl Inc
Shares16.4K
Event2026-03-31
Filed2026-05-06
SPSB
-6.73%SPDR Short Term Corporate BND ETF
Shares114.1K
Event2026-03-31
Filed2026-05-06
ENB
-8.21%Enbridge Inc F
Shares61.5K
Event2026-03-31
Filed2026-05-06
AMP
0.10%Ameriprise Finl
Shares7.1K
Event2026-03-31
Filed2026-05-06
CAH
0.01%Cardinal Health Inc
Shares17.0K
Event2026-03-31
Filed2026-05-06
GEV
0.13%GE Vernova Inc Com
Shares3.1K
Event2026-03-31
Filed2026-05-06
VUG
469.16%Vanguard Growth ETF
Shares39.1K
Event2026-03-31
Filed2026-05-06
COP
3.88%Conocophillips
Shares26.0K
Event2026-03-31
Filed2026-05-06
TXN
0.23%Texas Instruments
Shares11.6K
Event2026-03-31
Filed2026-05-06
BND
-13.11%Vanguard Total Bond Market ETF
Shares43.4K
Event2026-03-31
Filed2026-05-06
PSX
3.31%Phillips 66
Shares17.6K
Event2026-03-31
Filed2026-05-06
JPST
-4.20%JPMorgan Ultra Short Income ETF
Shares60.8K
Event2026-03-31
Filed2026-05-06
VTWV
0.00%Vanguard Russell 2000 Value ETF
Shares16.8K
Event2026-03-31
Filed2026-05-06
GS
0.24%Goldman Sachs Group
Shares3.3K
Event2026-03-31
Filed2026-05-06
XLV
-0.30%Select Sector Health Care SPDR ETF
Shares20.7K
Event2026-03-31
Filed2026-05-06
IWO
-2.13%iShares Russell 2000 Growth ETF
Shares8.3K
Event2026-03-31
Filed2026-05-06
IWN
-2.56%iShares Russell 2000 Value ETF
Shares14.1K
Event2026-03-31
Filed2026-05-06
SCHM
10.42%Charles Schwab US MC ETF
Shares85.7K
Event2026-03-31
Filed2026-05-06
VV
-0.11%Vanguard Large Cap ETF
Shares8.8K
Event2026-03-31
Filed2026-05-06
SCZ
-8.25%iShares MSCI EAFE Small Cap ETF
Shares34.7K
Event2026-03-31
Filed2026-05-06
T
-0.83%A T & T Inc
Shares109.6K
Event2026-03-31
Filed2026-05-06
BDX
-30.60%Becton Dickinson & Co.
Shares19.3K
Event2026-03-31
Filed2026-05-06
WSBC
0.00%Wesbanco Inc
Shares81.8K
Event2026-03-31
Filed2026-05-06
CDW
-49.38%CDW Corp
Shares20.5K
Event2026-03-31
Filed2026-05-06
Invesco QQQ Trust
-1.81%Invesco QQQ Trust
Shares4.1K
Event2026-03-31
Filed2026-05-06
VGIT
46.39%Vanguard Intermediate-Term Treasury Index FD ETF
Shares46.1K
Event2026-03-31
Filed2026-05-06
BKNG
2391.59%Booking Holdings Inc
Shares16.3K
Event2026-03-31
Filed2026-05-06
VMC
0.18%Vulcan Materials Com
Shares9.4K
Event2026-03-31
Filed2026-05-06
PFE
2.36%Pfizer Inc
Shares101.0K
Event2026-03-31
Filed2026-05-06
Seagate Technology Holdings PB LTD Co
-11.95%Seagate Technology Holdings PB LTD Co
Shares3.5K
Event2026-03-31
Filed2026-05-06
BAC
0.57%Bank Of America Corp
Shares48.4K
Event2026-03-31
Filed2026-05-06
PH
-1.97%Parker-Hannifin Corp
Shares2.9K
Event2026-03-31
Filed2026-05-06
TGT
-6.15%Target Corp
Shares19.5K
Event2026-03-31
Filed2026-05-06
EEM
1.25%iShares MSCI Emerging Markets ETF
Shares38.1K
Event2026-03-31
Filed2026-05-06
MPC
0.44%Marathon Pete Corp
Shares9.5K
Event2026-03-31
Filed2026-05-06
SUSB
11.04%iShares Esg Awr 1 5 Y Usd CP BND ETF
Shares94.6K
Event2026-03-31
Filed2026-05-06
NULV
NewNuveen Esg Large-Cap Value ETF
Shares47.5K
Event2026-03-31
Filed2026-05-06
VDC
0.00%Vanguard Consumer Staple ETF
Shares9.8K
Event2026-03-31
Filed2026-05-06
BlackRock Inc Com
-2.15%BlackRock Inc Com
Shares2.1K
Event2026-03-31
Filed2026-05-06
MMM
-6.64%3M Co
Shares15.5K
Event2026-03-31
Filed2026-05-06
TTC
-2.71%Toro Co
Shares23.6K
Event2026-03-31
Filed2026-05-06
BAH
-61.94%Booz Allen Hamilton Class A
Shares28.2K
Event2026-03-31
Filed2026-05-06
SCHA
-0.02%Schwab US Small Cap ETF
Shares67.6K
Event2026-03-31
Filed2026-05-06
FITB
-3.65%Fifth Third Bancorp
Shares44.0K
Event2026-03-31
Filed2026-05-06
PNC
3.06%PNC Finl Services
Shares9.9K
Event2026-03-31
Filed2026-05-06
MAR
1.47%Marriott Intl Inc Class A
Shares6.2K
Event2026-03-31
Filed2026-05-06
BK
0.54%Bank Of NY Mellon Co
Shares16.3K
Event2026-03-31
Filed2026-05-06
QUAL
-0.56%iShares MSCI USA QLTY Fact ETF
Shares10.4K
Event2026-03-31
Filed2026-05-06
ALL
2.85%Allstate Corp
Shares9.6K
Event2026-03-31
Filed2026-05-06
VT
4.26%Vanguard Total World Stock ETF
Shares13.6K
Event2026-03-31
Filed2026-05-06
IBB
-2.76%iShares Nasdaq Biotechnology ETF
Shares11.9K
Event2026-03-31
Filed2026-05-06
IWD
0.00%iShares Russell 1000 Value ETF
Shares8.6K
Event2026-03-31
Filed2026-05-06
XVV
NewiShares Esg Select Screened S&P 500 ETF
Shares35.6K
Event2026-03-31
Filed2026-05-06
IYJ
0.00%iShares US Industrials ETF
Shares12.3K
Event2026-03-31
Filed2026-05-06
BA
-5.88%Boeing Co
Shares8.6K
Event2026-03-31
Filed2026-05-06
KMB
-14.66%Kimberly Clark Corp
Shares19.8K
Event2026-03-31
Filed2026-05-06
CARR
-0.51%Carrier Global Corp
Shares28.5K
Event2026-03-31
Filed2026-05-06
TMUS
-86.28%T-Mobile US Inc Com
Shares9.7K
Event2026-03-31
Filed2026-05-06
VTEB
0.35%Vanguard Muni BND Tax Exempt ETF
Shares37.1K
Event2026-03-31
Filed2026-05-06
NTRS
-18.43%Northern Trust Corp
Shares11.4K
Event2026-03-31
Filed2026-05-06
YUMC
0.00%Yum China Holdings Inc
Shares38.0K
Event2026-03-31
Filed2026-05-06
GLD
0.37%SPDR Gold Shares ETF
Shares4.3K
Event2026-03-31
Filed2026-05-06
VNQ
1.09%Vanguard Real Estate ETF
Shares18.7K
Event2026-03-31
Filed2026-05-06
TIP
-42.54%iShares TIPS Bond ETF
Shares15.7K
Event2026-03-31
Filed2026-05-06
NVO
-3.91%Novo-Nordisk A S F Sponsored ADR
Shares39.3K
Event2026-03-31
Filed2026-05-06
LHX
-10.43%L3harris Technologies Inc.
Shares5.6K
Event2026-03-31
Filed2026-05-06
TSM
-0.19%Taiwan Semiconductor F Sponsored ADR
Shares4.3K
Event2026-03-31
Filed2026-05-06
MMC
-0.06%Marsh & MC Lennan Co
Shares10.2K
Event2026-03-31
Filed2026-05-06
MLN
-5.09%Vaneck Vectors Long Muni ETF
Shares96.8K
Event2026-03-31
Filed2026-05-06
WFC
3.79%Wells Fargo & Co
Shares21.4K
Event2026-03-31
Filed2026-05-06
Cencora Inc
16.97%Cencora Inc
Shares5.5K
Event2026-03-31
Filed2026-05-06
JBL
-1.03%Jabil Inc
Shares4.9K
Event2026-03-31
Filed2026-05-06
SCHW
-16.17%Charles Schwab Corp
Shares18.1K
Event2026-03-31
Filed2026-05-06
ELV
0.05%Elevance Health Inc
Shares4.4K
Event2026-03-31
Filed2026-05-06
MLM
-0.45%Martin Marietta Materials Inc
Shares2.7K
Event2026-03-31
Filed2026-05-06
AMAT
0.44%Applied Materials
Shares4.1K
Event2026-03-31
Filed2026-05-06
XLC
-2.83%Communicat SVS SLCT Sec SPDR ETF
Shares13.9K
Event2026-03-31
Filed2026-05-06
EAGG
-1.37%iShares Esg Aware US Aggrgt BND ETF
Shares33.8K
Event2026-03-31
Filed2026-05-06
NOC
-28.81%Northrop Grumman Co
Shares2.8K
Event2026-03-31
Filed2026-05-06
MFC
0.00%Manulife Finl F
Shares40.4K
Event2026-03-31
Filed2026-05-06
DCI
-4.84%Donaldson Co
Shares18.2K
Event2026-03-31
Filed2026-05-06
VHT
0.00%Vanguard Health Care ETF
Shares5.4K
Event2026-03-31
Filed2026-05-06
NRG
0.03%NRG Energy Inc
Shares9.1K
Event2026-03-31
Filed2026-05-06
SRE
-2.19%Sempra Energy
Shares14.9K
Event2026-03-31
Filed2026-05-06
KMI
0.09%Kinder Morgan Inc
Shares42.6K
Event2026-03-31
Filed2026-05-06
IWV
0.00%iShares Russell 3000 ETF
Shares3.3K
Event2026-03-31
Filed2026-05-06
AWK
-1.46%American Water Works
Shares10.6K
Event2026-03-31
Filed2026-05-06
Hubbell Inc
6.42%Hubbell Inc
Shares2.6K
Event2026-03-31
Filed2026-05-06
VSGX
4.00%Vanguard Esg Internatnl Stock ETF
Shares16.8K
Event2026-03-31
Filed2026-05-06
VTV
8.40%Vanguard Value ETF
Shares6.3K
Event2026-03-31
Filed2026-05-06
ISRG
0.64%Intuitive Surgical
Shares2.8K
Event2026-03-31
Filed2026-05-06
MET
-3.92%Metlife Inc
Shares15.6K
Event2026-03-31
Filed2026-05-06
PCAR
-43.20%Paccar Inc
Shares10.6K
Event2026-03-31
Filed2026-05-06
GLW
0.63%Corning Inc
Shares7.5K
Event2026-03-31
Filed2026-05-06
APD
-2.65%Air Prod & Chemicals
Shares4.0K
Event2026-03-31
Filed2026-05-06
ON
-1.64%On Semiconductor
Shares11.6K
Event2026-03-31
Filed2026-05-06
CMCSA
-10.58%Comcast Corp Class A
Shares43.7K
Event2026-03-31
Filed2026-05-06
GWW
-3.02%WW Grainger Inc
Shares994
Event2026-03-31
Filed2026-05-06
DOV
-5.35%Dover Corp
Shares5.1K
Event2026-03-31
Filed2026-05-06
MO
-0.45%Altria Group Inc
Shares15.2K
Event2026-03-31
Filed2026-05-06
AEP
-4.74%Amer Electric PWR Co
Shares8.2K
Event2026-03-31
Filed2026-05-06
PRU
0.44%Prudential Finl
Shares11.3K
Event2026-03-31
Filed2026-05-06
BE
-2.15%Bloom Energy Corp A
Shares3.8K
Event2026-03-31
Filed2026-05-06
GILD
-2.13%Gilead Sciences Inc
Shares8.0K
Event2026-03-31
Filed2026-05-06
IYM
-7.05%iShares US Basic Materials ETF
Shares5.8K
Event2026-03-31
Filed2026-05-06
Arista Networks Inc
-3.88%Arista Networks Inc
Shares6.0K
Event2026-03-31
Filed2026-05-06
USA
11.52%Liberty All Star Equity
Shares174.2K
Event2026-03-31
Filed2026-05-06
GNMA
0.00%iShares GNMA Bond ETF
Shares23.1K
Event2026-03-31
Filed2026-05-06
VZ
-7.24%Verizon Communication
Shares21.4K
Event2026-03-31
Filed2026-05-06
SHW
2.73%Sherwin Williams Co
Shares3.3K
Event2026-03-31
Filed2026-05-06
Invesco S&P 500 Equal Weight ETF
5.23%Invesco S&P 500 Equal Weight ETF
Shares5.0K
Event2026-03-31
Filed2026-05-06
ESGD
377.77%iShares ESG Aware MSCI EAFE ETF
Shares10.1K
Event2026-03-31
Filed2026-05-06
RNP
-3.30%Cohen Steers REIT Prefer
Shares46.9K
Event2026-03-31
Filed2026-05-06
IEX
-1.82%Idex Corp
Shares4.6K
Event2026-03-31
Filed2026-05-06
DGRO
0.00%iShares Core Dividend Growth ETF
Shares13.3K
Event2026-03-31
Filed2026-05-06
Siriusxm HLDGS Inc
0.00%Siriusxm HLDGS Inc
Shares35.6K
Event2026-03-31
Filed2026-05-06
SMB
-0.90%Vaneck Vectors Short Muni ETF
Shares54.9K
Event2026-03-31
Filed2026-05-06
VYM
0.03%Vanguard High Dividend Yield ETF
Shares6.1K
Event2026-03-31
Filed2026-05-06
VCEB
9.22%Vanguard Esg US Bond ETF
Shares15.0K
Event2026-03-31
Filed2026-05-06
DEO
-27.30%Diageo PLC F Sponsored ADR
Shares11.7K
Event2026-03-31
Filed2026-05-06
IYC
0.00%iShares U.S. Consumer Services ETF
Shares9.1K
Event2026-03-31
Filed2026-05-06
NFLX
76.61%Netflix Inc
Shares10.1K
Event2026-03-31
Filed2026-05-06
SO
0.24%Southern Co
Shares9.6K
Event2026-03-31
Filed2026-05-06
ITOT
-1.37%iShares Total US Stock Market ETF
Shares5.8K
Event2026-03-31
Filed2026-05-06
SCHV
-3.66%Schwab US Large Cap Value ETF
Shares28.0K
Event2026-03-31
Filed2026-05-06
IYH
-1.12%iShares US Healthcare ETF
Shares14.5K
Event2026-03-31
Filed2026-05-06
DBEF
0.00%Deutsche X-Trackers MSCI EAFE Hedged Equity
Shares17.3K
Event2026-03-31
Filed2026-05-06
IVOO
-0.91%Vanguard S&P Mid Cap 400 ETF
Shares7.1K
Event2026-03-31
Filed2026-05-06
VPU
0.00%Vanguard Utilities ETF
Shares4.0K
Event2026-03-31
Filed2026-05-06
MCHP
0.00%Microchip Technology
Shares8.4K
Event2026-03-31
Filed2026-05-06
DSI
2.17%iShares MSCI KLD 400 Social Indx ETF
Shares5.9K
Event2026-03-31
Filed2026-05-06
First Citizens BKSH Class A
0.00%First Citizens BKSH Class A
Shares400
Event2026-03-31
Filed2026-05-06
FLEX
0.00%Flextronics Intl LTD Ord SHS
Shares8.5K
Event2026-03-31
Filed2026-05-06
ETR
-13.73%Entergy Corp
Shares6.5K
Event2026-03-31
Filed2026-05-06
SHEL
0.00%Shell PLC F Unsponsored ADR
Shares8.5K
Event2026-03-31
Filed2026-05-06
Invesco S&P 500 Low Volatility ETF
0.00%Invesco S&P 500 Low Volatility ETF
Shares10.1K
Event2026-03-31
Filed2026-05-06
EBAY
0.12%eBay Inc
Shares6.8K
Event2026-03-31
Filed2026-05-06
CIGNA Corp
-3.29%CIGNA Corp
Shares2.6K
Event2026-03-31
Filed2026-05-06
CMG
-2.92%Chipotle Mexican GRL
Shares22.8K
Event2026-03-31
Filed2026-05-06
ICE
2.34%Intercontinental Exc
Shares4.6K
Event2026-03-31
Filed2026-05-06
HSY
-4.13%Hershey Co
Shares3.9K
Event2026-03-31
Filed2026-05-06
BF.B
-7.47%Brown Forman Corp Class B
Shares29.0K
Event2026-03-31
Filed2026-05-06
DVY
0.00%iShares Select Dividend ETF
Shares4.6K
Event2026-03-31
Filed2026-05-06
PPG
-0.42%PPG Industries Inc
Shares6.8K
Event2026-03-31
Filed2026-05-06
HUM
-2.28%Humana Inc
Shares3.0K
Event2026-03-31
Filed2026-05-06
NKE
-37.86%Nike Inc Class B
Shares16.2K
Event2026-03-31
Filed2026-05-06
EXPE
0.07%Expedia Group Inc.
Shares2.8K
Event2026-03-31
Filed2026-05-06
Liberty Live HLDGS Inc Ser C Liberty Live Group Com
0.00%Liberty Live HLDGS Inc Ser C Liberty Live Group Com
Shares7.3K
Event2026-03-31
Filed2026-05-06
JMUB
-4.60%JPMorgan Municipal ETF
Shares13.6K
Event2026-03-31
Filed2026-05-06
IBKR
3.23%Interactive Brokers Class A
Shares8.3K
Event2026-03-31
Filed2026-05-06
CM
-10.07%CDN Imperial BK Comm F
Shares6.1K
Event2026-03-31
Filed2026-05-06
MEDP
0.00%Medpace Holdings Inc
Shares1.6K
Event2026-03-31
Filed2026-05-06
MCO
-0.14%Moodys Corp Com
Shares1.5K
Event2026-03-31
Filed2026-05-06
SCHD
-58.38%Schwab US Dividend Equity ETF
Shares20.6K
Event2026-03-31
Filed2026-05-06
COF
-4.49%Capital One FC
Shares3.3K
Event2026-03-31
Filed2026-05-06
ADBE
-12.81%Adobe Inc
Shares2.5K
Event2026-03-31
Filed2026-05-06
HIG
0.02%Hartford Finl SVC GP
Shares4.6K
Event2026-03-31
Filed2026-05-06
GIS
-9.80%General Mills Inc
Shares18.0K
Event2026-03-31
Filed2026-05-06
IJT
-1.08%iShares S&P Small-Cap 600 Growth ETF
Shares3.8K
Event2026-03-31
Filed2026-05-06
MSI
0.87%Motorola Solutions
Shares1.4K
Event2026-03-31
Filed2026-05-06
UPS
-2.57%United Parcel Service Class B
Shares6.3K
Event2026-03-31
Filed2026-05-06
ICF
7.09%iShares Cohen And Steers REIT ETF
Shares8.9K
Event2026-03-31
Filed2026-05-06
VUSB
-3.97%Vanguard Ultra Short Bond ETF
Shares12.1K
Event2026-03-31
Filed2026-05-06
LCNB
0.03%LCNB Corp
Shares37.7K
Event2026-03-31
Filed2026-05-06
VXUS
8.12%Vanguard Total International STK ETF
Shares7.3K
Event2026-03-31
Filed2026-05-06
CRSP
0.00%Crispr Therapeutics F
Shares11.1K
Event2026-03-31
Filed2026-05-06
ATO
0.74%Atmos Energy Corp
Shares3.1K
Event2026-03-31
Filed2026-05-06
Stanley Black & Deck
0.18%Stanley Black & Deck
Shares7.8K
Event2026-03-31
Filed2026-05-06
Citigroup Inc
-3.03%Citigroup Inc
Shares4.6K
Event2026-03-31
Filed2026-05-06
AIG
0.18%American Intl Group
Shares7.2K
Event2026-03-31
Filed2026-05-06
Lam Research Corp
-2.46%Lam Research Corp
Shares2.1K
Event2026-03-31
Filed2026-05-06
MAIN
15.48%Main Street Capital
Shares9.7K
Event2026-03-31
Filed2026-05-06
ESGU
163.68%iShares Esg Aware MSCI USA ETF
Shares3.4K
Event2026-03-31
Filed2026-05-06
HSIC
0.00%Schein Henry Inc
Shares7.3K
Event2026-03-31
Filed2026-05-06
OTIS
-25.83%Otis Worldwide Corp
Shares6.9K
Event2026-03-31
Filed2026-05-06
NTAP
-0.66%Netapp Inc
Shares4.7K
Event2026-03-31
Filed2026-05-06
SLB
-3.03%Schlumberger LTD F
Shares9.2K
Event2026-03-31
Filed2026-05-06
EW
0.21%Edwards Lifesciences
Shares6.1K
Event2026-03-31
Filed2026-05-06
TPR
0.06%Tapestry Inc
Shares3.6K
Event2026-03-31
Filed2026-05-06
EG
-14.09%Everest Group Ltd.
Shares1.4K
Event2026-03-31
Filed2026-05-06
CNI
0.00%Canadian Natl Railwy F
Shares4.6K
Event2026-03-31
Filed2026-05-06
Blackstone Group Inc
-2.93%Blackstone Group Inc
Shares4.0K
Event2026-03-31
Filed2026-05-06
PFF
1.45%iShares Preferred Income Sec ETF
Shares15.8K
Event2026-03-31
Filed2026-05-06
VTIP
-82.08%Vanguard SHRT Inf Prot Sec Index ETF
Shares9.8K
Event2026-03-31
Filed2026-05-06
WBD
0.52%Warner Brothers Discover
Shares18.3K
Event2026-03-31
Filed2026-05-06
NAC
0.00%Nuveen Clifornia Qulty M
Shares40.8K
Event2026-03-31
Filed2026-05-06
VIOO
-4.18%Vanguard S&P Small Cap 600 ETF
Shares3.8K
Event2026-03-31
Filed2026-05-06
XJH
1050.47%Ishs Esg Screen S And P Mid Cap ETF
Shares9.8K
Event2026-03-31
Filed2026-05-06
FAST
0.15%Fastenal Co
Shares10.3K
Event2026-03-31
Filed2026-05-06
BSM
0.00%Black Stone Minerals LP
Shares32.7K
Event2026-03-31
Filed2026-05-06
FLOT
0.00%iShares Floating Rate Bond ETF
Shares9.0K
Event2026-03-31
Filed2026-05-06
HBAN
87.15%Huntington Bancshs
Shares27.7K
Event2026-03-31
Filed2026-05-06
XLE
0.00%Energy Select Sector SPDR ETF
Shares7.5K
Event2026-03-31
Filed2026-05-06
ESGE
55.66%iShares Esg Aware MSCI Em ETF
Shares8.6K
Event2026-03-31
Filed2026-05-06
DFAC
0.00%Dimensional U S Core Equity 2 ETF
Shares10.3K
Event2026-03-31
Filed2026-05-06
LAMR
0.00%Lamar Advertising Co
Shares3.1K
Event2026-03-31
Filed2026-05-06
IYK
-5.79%iShares U.S. Consumer Goods ETF
Shares6.1K
Event2026-03-31
Filed2026-05-06
SCHO
7.45%Schwab Short Term US Treasury ETF
Shares17.8K
Event2026-03-31
Filed2026-05-06
TFC
0.48%Truist Finl Corp
Shares8.7K
Event2026-03-31
Filed2026-05-06
MAC
0.00%The Macerich Co REIT
Shares20.0K
Event2026-03-31
Filed2026-05-06
SDY
0.00%SPDR S&P Dividend ETF
Shares2.9K
Event2026-03-31
Filed2026-05-06
PFG
0.00%Principal Finl
Shares4.2K
Event2026-03-31
Filed2026-05-06
AMZA
0.00%Etfis Ser TR I InfraCap MLP ETF
Shares8.8K
Event2026-03-31
Filed2026-05-06
RIO
0.00%Rio Tinto PLC F Sponsored ADR
Shares4.2K
Event2026-03-31
Filed2026-05-06
XBI
0.00%SPDR S&P Biotech ETF
Shares3.1K
Event2026-03-31
Filed2026-05-06
SYF
0.00%Synchrony Finl
Shares5.6K
Event2026-03-31
Filed2026-05-06
XDTE
0.00%Roundhill ETF Trust (S&P 500 0dte Covered Call Strategy Etf)
Shares10.6K
Event2026-03-31
Filed2026-05-06
GBF
-3.05%iShares Govt Credit Bond ETF
Shares4.0K
Event2026-03-31
Filed2026-05-06
BN
0.00%Brookfield Corp F Class A
Shares9.0K
Event2026-03-31
Filed2026-05-06
SUSA
0.00%iShares MSCI USA Esg Select ETF
Shares2.8K
Event2026-03-31
Filed2026-05-06
SJM
-4.69%J M Smucker Co
Shares4.1K
Event2026-03-31
Filed2026-05-06
WCN
-0.48%Waste Connectionsinc F
Shares2.5K
Event2026-03-31
Filed2026-05-06
HPE
-3.35%Hewlett Packard Enterprise
Shares13.9K
Event2026-03-31
Filed2026-05-06
BSVO
0.00%Ea Bridgeway Omni SML Cap Val ETF IV
Shares14.5K
Event2026-03-31
Filed2026-05-06
CME
2.48%Cme Group Inc Class A
Shares1.4K
Event2026-03-31
Filed2026-05-06
Unilever PLC-Sponsored ADR
-20.07%Unilever PLC-Sponsored ADR
Shares6.7K
Event2026-03-31
Filed2026-05-06
SPDR Bloomberg Barclays High Yield Bond ETF
0.00%SPDR Bloomberg Barclays High Yield Bond ETF
Shares4.0K
Event2026-03-31
Filed2026-05-06
PWR
2.60%Quanta Services Inc
Shares513
Event2026-03-31
Filed2026-05-06
PYPL
1.51%Paypal Holdings Inc
Shares7.6K
Event2026-03-31
Filed2026-05-06
KKR & Co Inc
1.49%KKR & Co Inc
Shares3.7K
Event2026-03-31
Filed2026-05-06
CVS
-24.30%CVS Health Corp
Shares4.5K
Event2026-03-31
Filed2026-05-06
PFXF
-4.49%Vaneck Preferred Securities Ex Financials ETF
Shares19.5K
Event2026-03-31
Filed2026-05-06
OEF
150.25%iShares S&P 100 Index
Shares1.0K
Event2026-03-31
Filed2026-05-06
BF.A
0.04%Brown Forman Corp Class A
Shares14.2K
Event2026-03-31
Filed2026-05-06
MDYG
0.00%SPDR S&P 400 Mid Cap Growth ETF
Shares3.4K
Event2026-03-31
Filed2026-05-06
AJG
0.06%Arthur J Gallagher&c
Shares1.7K
Event2026-03-31
Filed2026-05-06
EQT Corporation Com
0.93%EQT Corporation Com
Shares5.8K
Event2026-03-31
Filed2026-05-06
TAK
0.00%Takeda Pharma Co F Sponsored ADR
Shares20.8K
Event2026-03-31
Filed2026-05-06
AVDE
0.00%American Centy ETF (TR Avantis Intl Eqt)
Shares3.8K
Event2026-03-31
Filed2026-05-06
NXPI
1.48%NXP Semiconductors F
Shares1.2K
Event2026-03-31
Filed2026-05-06
NAZ
0.00%Nuveen Arizona QLTY MNCP
Shares26.4K
Event2026-03-31
Filed2026-05-06
CBRE
1.22%Cbre Group Inc Class A
Shares2.3K
Event2026-03-31
Filed2026-05-06
IXUS
NewiShares Core MSCI Total Intl Stock ETF
Shares3.5K
Event2026-03-31
Filed2026-05-06
SHM
0.00%SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF
Shares6.8K
Event2026-03-31
Filed2026-05-06
NNN
0.00%National Retail Properties Inc
Shares7.2K
Event2026-03-31
Filed2026-05-06
SUB
0.00%iShares Short Term NTNL Mun BND ETF
Shares3.0K
Event2026-03-31
Filed2026-05-06
PLTR
3.73%Palantir Technologies In Class A
Shares2.2K
Event2026-03-31
Filed2026-05-06
CNS
-10.14%Cohen & Steers Inc
Shares4.6K
Event2026-03-31
Filed2026-05-06
CTVA
-4.86%Corteva Inc
Shares3.8K
Event2026-03-31
Filed2026-05-06
USMV
-5.47%iShares MSCI USA Min Vol FCTR ETF
Shares3.2K
Event2026-03-31
Filed2026-05-06
SOXX
-2.51%iShares Semiconductor ETF IV
Shares660
Event2026-03-31
Filed2026-05-06
VLTO
-13.00%Veralto Corp
Shares3.4K
Event2026-03-31
Filed2026-05-06
OUNZ
-6.67%Vaneck Merk Gold ETF
Shares7.0K
Event2026-03-31
Filed2026-05-06
FSLR
0.00%First Solar Inc
Shares1.4K
Event2026-03-31
Filed2026-05-06
Liberty Live HLDGS Inc
0.00%Liberty Live HLDGS Inc
Shares3.2K
Event2026-03-31
Filed2026-05-06
EUSB
0.00%iShares ESG Advanced TTL USD BND ETF
Shares6.8K
Event2026-03-31
Filed2026-05-06
DIA
0.00%SPDR Dow Jones Industrial Average ETF Trust
Shares585
Event2026-03-31
Filed2026-05-06
Medtronic PLC F
-21.27%Medtronic PLC F
Shares3.6K
Event2026-03-31
Filed2026-05-06
LYTS
-28.39%L S I Industries Inc
Shares12.0K
Event2026-03-31
Filed2026-05-06
XLU
8.52%Select Sector Uti Select SPDR ETF
Shares6.0K
Event2026-03-31
Filed2026-05-06
TM
0.00%Toyota Motor Corp F Sponsored ADR
Shares1.5K
Event2026-03-31
Filed2026-05-06
EFV
19.06%iShares MSCI EAFE Value ETF
Shares3.6K
Event2026-03-31
Filed2026-05-06
L
0.35%Loews Corp
Shares2.6K
Event2026-03-31
Filed2026-05-06
PGR
2.85%Progressive Co Ohio
Shares1.4K
Event2026-03-31
Filed2026-05-06
MOS
0.59%The Mosaic Co
Shares11.9K
Event2026-03-31
Filed2026-05-06
ADSK
-4.68%Autodesk Inc
Shares1.1K
Event2026-03-31
Filed2026-05-06
A
-0.82%Agilent Technologies Inc Com
Shares2.4K
Event2026-03-31
Filed2026-05-06
SHOP
-3.29%Shopify Inc F Class A
Shares2.1K
Event2026-03-31
Filed2026-05-06
CHH
0.00%Choice Hotels Intl
Shares2.7K
Event2026-03-31
Filed2026-05-06
FCX
0.47%Freeport-Mcmoran Inc
Shares4.7K
Event2026-03-31
Filed2026-05-06
REGN
0.28%Regeneron Pharms Inc
Shares362
Event2026-03-31
Filed2026-05-06
Steris PLC F
0.08%Steris PLC F
Shares1.2K
Event2026-03-31
Filed2026-05-06
ISCB
0.00%iShares Morningstar Small Cap ETF
Shares3.6K
Event2026-03-31
Filed2026-05-06
CMI
5.83%Cummins Inc
Shares381
Event2026-03-31
Filed2026-05-06
CEG
-1.90%Constellation Energy Corp Com
Shares775
Event2026-03-31
Filed2026-05-06
LBRDK
0.00%Liberty Broadband Co Class C
Shares6.4K
Event2026-03-31
Filed2026-05-06
MUNI
0.00%PIMCO Intrmediate Muni Bond Actv ETF
Shares4.7K
Event2026-03-31
Filed2026-05-06
CRWD
-0.75%Crowdstrike HLDGS Inc
Shares526
Event2026-03-31
Filed2026-05-06
VRTX
-5.16%Vertex Pharmaceutica
Shares570
Event2026-03-31
Filed2026-05-06
STZ
-21.62%Constellation Brand Class A
Shares1.6K
Event2026-03-31
Filed2026-05-06
XLRE
0.00%Select Sector SPDR TR Real Estate Select Sector SPDR FD
Shares5.4K
Event2026-03-31
Filed2026-05-06
TDS
-16.75%Telephone & Data SYS
Shares5.3K
Event2026-03-31
Filed2026-05-06
Draftkings Inc New Class A
0.00%Draftkings Inc New Class A
Shares10.0K
Event2026-03-31
Filed2026-05-06
BRX
0.00%Brixmor Property Group REIT
Shares7.8K
Event2026-03-31
Filed2026-05-06
VCR
0.00%Vanguard Consumer Discretionary ETF
Shares595
Event2026-03-31
Filed2026-05-06
TSCO
-16.92%Tractor Supply Comp
Shares7.1K
Event2026-03-31
Filed2026-05-06
XJR
NewiShares Esg (select Screened S&P Small-Cap Etf)
Shares4.8K
Event2026-03-31
Filed2026-05-06
MTUM
-1.46%iShares TR Edge MSCI USA Momentum Factor ETF
Shares810
Event2026-03-31
Filed2026-05-06
SPMB
0.00%SPDR Port MRTGG BCKD BND ETF
Shares10.3K
Event2026-03-31
Filed2026-05-06
TXT
-36.27%Textron Inc
Shares2.5K
Event2026-03-31
Filed2026-05-06
SNPS
9.00%Synopsys Inc
Shares460
Event2026-03-31
Filed2026-05-06
EXE
-5.30%Expand Energy Corp
Shares2.3K
Event2026-03-31
Filed2026-05-06
KLAC
2.31%Kla Corp
Shares133
Event2026-03-31
Filed2026-05-06
PSA
-9.91%Public Storage REIT
Shares764
Event2026-03-31
Filed2026-05-06
SMH
0.00%Vaneck Vectors Semiconductor ETF
Shares445
Event2026-03-31
Filed2026-05-06
Professionally Managed Portfolios Akre Focus
0.00%Professionally Managed Portfolios Akre Focus
Shares4.1K
Event2026-03-31
Filed2026-05-06
VONG
0.00%Vanguard Russell (1000 Growth Etf)
Shares1.8K
Event2026-03-31
Filed2026-05-06
Atlanta Braves HLDGS Inc Com Ser C
0.00%Atlanta Braves HLDGS Inc Com Ser C
Shares4.5K
Event2026-03-31
Filed2026-05-06
SLV
1603.08%iShares Silver Trust ETF IV
Shares3.3K
Event2026-03-31
Filed2026-05-06
FTNT
-0.77%Fortinet Inc
Shares2.4K
Event2026-03-31
Filed2026-05-06
FTV
0.00%Fortive Corp Disc
Shares3.6K
Event2026-03-31
Filed2026-05-06
HASI
0.00%Hannon Armstrong Sustainable
Shares5.0K
Event2026-03-31
Filed2026-05-06
FI
-9.52%Fiserv Inc
Shares3.4K
Event2026-03-31
Filed2026-05-06
VOT
15.75%Vanguard Mid Cap Growth ETF
Shares735
Event2026-03-31
Filed2026-05-06
Solstice Advanced
-26.82%Solstice Advanced
Shares2.6K
Event2026-03-31
Filed2026-05-06
GPC
-1.90%Genuine Parts Co
Shares2.0K
Event2026-03-31
Filed2026-05-06
ECG
0.00%Everus Constr Group Inc Com
Shares1.4K
Event2026-03-31
Filed2026-05-06
HP Inc.
0.46%HP Inc.
Shares9.9K
Event2026-03-31
Filed2026-05-06
CNQ
0.00%Canadian Natural Res LTD
Shares4.3K
Event2026-03-31
Filed2026-05-06
Astrazeneca PLC Ordf
NewAstrazeneca PLC Ordf
Shares1.1K
Event2026-03-31
Filed2026-05-06
CLOI
0.00%Vaneck Clo ETF
Shares3.8K
Event2026-03-31
Filed2026-05-06
Te Connectivity PLC F
-26.17%Te Connectivity PLC F
Shares965
Event2026-03-31
Filed2026-05-06
VOE
0.00%Vanguard Mid Cap Value ETF
Shares1.0K
Event2026-03-31
Filed2026-05-06
AEE
32.43%Ameren Corp
Shares1.8K
Event2026-03-31
Filed2026-05-06
DELL
-10.15%Dell Technologies
Shares929
Event2026-03-31
Filed2026-05-06
RGLD
0.00%Royal Gold Inc
Shares850
Event2026-03-31
Filed2026-05-06
SCHZ
-4.30%Schwab US Aggregate Bond ETF
Shares8.4K
Event2026-03-31
Filed2026-05-06
EOG
8.73%Eog Resources Inc
Shares1.4K
Event2026-03-31
Filed2026-05-06
EXI
NewiShares Global Industrials ETF
Shares1.0K
Event2026-03-31
Filed2026-05-06
BNDX
-3.93%Vanguard Total International BND ETF
Shares4.0K
Event2026-03-31
Filed2026-05-06
BKR
5.34%Baker Hughes Co. Class A
Shares2.8K
Event2026-03-31
Filed2026-05-06
TT
-1.01%Trane Technologies PLC F
Shares391
Event2026-03-31
Filed2026-05-06
NVR
0.00%N V R Inc
Shares32
Event2026-03-31
Filed2026-05-06
MDYV
36.16%SPDR S&P 400 Mid Cap Value ETF
Shares2.1K
Event2026-03-31
Filed2026-05-06
SRCE
0.00%First Source Corp
Shares2.5K
Event2026-03-31
Filed2026-05-06
VSS
-49.44%VGRD FTSE All WRLD Ex US SML Cap ETF
Shares1.2K
Event2026-03-31
Filed2026-05-06
CHD
0.31%Church & Dwight Co
Shares2.0K
Event2026-03-31
Filed2026-05-06
Totalenergies Ordf
0.00%Totalenergies Ordf
Shares2.0K
Event2026-03-31
Filed2026-05-06
PHO
0.00%Invesco Water Resources ETF
Shares2.7K
Event2026-03-31
Filed2026-05-06
OGE
0.08%O G E Energy CP HLDG
Shares3.8K
Event2026-03-31
Filed2026-05-06
EEMV
56.71%Ishs MSCI Emerg MRKT Min Vol FCT ETF
Shares2.6K
Event2026-03-31
Filed2026-05-06
DFIV
47.60%Dimensional International Val ETF
Shares3.3K
Event2026-03-31
Filed2026-05-06
GM
0.82%General Motors Co
Shares2.3K
Event2026-03-31
Filed2026-05-06
IUSG
205.90%iShares Core S&P US Growth ETF
Shares985
Event2026-03-31
Filed2026-05-06
EPI
0.00%Wisdomtree India Earnings ETF
Shares4.1K
Event2026-03-31
Filed2026-05-06
GDXJ
24.00%Vaneck Junior Gold Miners ETF
Shares1.6K
Event2026-03-31
Filed2026-05-06
ILMN
0.00%Illumina Inc
Shares1.2K
Event2026-03-31
Filed2026-05-06
TD
0.00%Toronto-Dominion BK F
Shares1.6K
Event2026-03-31
Filed2026-05-06
D
0.30%Dominion Energy Inc
Shares2.7K
Event2026-03-31
Filed2026-05-06
GFI
0.00%Gold Fields LTD ADR
Shares4.0K
Event2026-03-31
Filed2026-05-06
Invesco Exchange Traded FD TR FTSE Rafi 1000
0.00%Invesco Exchange Traded FD TR FTSE Rafi 1000
Shares3.2K
Event2026-03-31
Filed2026-05-06
IGV
0.00%iShares Expanded Tech STW SCTR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-06
RCL
-4.56%Royal Caribbean Group F
Shares628
Event2026-03-31
Filed2026-05-06
IGM
3.64%iShares Expanded Tech Sector ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
PKG
230.28%Packaging Corp Of Am
Shares720
Event2026-03-31
Filed2026-05-06
DRI
0.00%Darden Restaurants
Shares815
Event2026-03-31
Filed2026-05-06
NYT
0.00%New York Times Class A
Shares2.0K
Event2026-03-31
Filed2026-05-06
MINT
0.00%PIMCO Enhanced SHRT Maturty Actv ETF
Shares1.6K
Event2026-03-31
Filed2026-05-06
BHP
-0.40%BHP Group LTD F Sponsored ADR
Shares2.0K
Event2026-03-31
Filed2026-05-06
NTR
0.00%Nutrien LTD F
Shares2.1K
Event2026-03-31
Filed2026-05-06
BOTZ
0.00%Global X RoboticsArtificial Intelligence
Shares4.0K
Event2026-03-31
Filed2026-05-06
Rocket Lab Corp
7.11%Rocket Lab Corp
Shares1.9K
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