Sponsored

The Analysis of BEACON INVESTMENT ADVISORY SERVICES, INC.'s Holdings & P&L

Currently, BEACON INVESTMENT ADVISORY SERVICES, INC. holds 786 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in CVX (+106.5K shares, valued at $22.0M), AMGN (+50.7K shares, valued at $17.8M), VIG (+79.0K shares, valued at $17.0M); decreased their positions in N/A (-71.8K shares, valued at $20.7M), TJX (-80.0K shares, valued at $12.8M), HD (-36.1K shares, valued at $11.9M); initiated new positions in N/A (+95.8K shares, valued at $11.8M), DLR (+57.1K shares, valued at $10.3M), BA (+41.2K shares, valued at $8.2M).

1M P&L

+89.3M+3.86%

3M P&L

+97.5M+4.23%

HY P&L

+216.1M+9.88%

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/A773.9M

35.5%

2Semiconductors144.3M

6.6%

3Drug Manufacturers - General126.2M

5.8%

Top Industries by Stock Count

1N/A227 stocks

31.8%

2Software - Application18 stocks

2.5%

3Utilities - Regulated Electric16 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS536.2K shares1.22%2026-03-312026-04-14

IJR ISHARES TR1.1M shares13.08%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR971.7K shares4.88%2026-03-312026-04-14

MSFT MICROSOFT CORP184.5K shares-3.05%2026-03-312026-04-14

VCSH VANGUARD SCOTTSDALE FDS846.6K shares3.09%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS1.0M shares12.32%2026-03-312026-04-14

AAPL APPLE INC254.9K shares-11.16%2026-03-312026-04-14

SHY ISHARES TR782.1K shares5.01%2026-03-312026-04-14

Sponsored

JPM JPMORGAN CHASE & CO197.1K shares-12.63%2026-03-312026-04-14

NVDA NVIDIA CORPORATION318.6K shares10.33%2026-03-312026-04-14

MA MASTERCARD INCORPORATED109.0K shares-4.20%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS207.2K shares61.59%2026-03-312026-04-14

ALPHABET INC ALPHABET INC144.8K shares-33.16%2026-03-312026-04-14

ADI ANALOG DEVICES INC128.5K shares-5.94%2026-03-312026-04-14

MS MORGAN STANLEY239.6K shares-13.81%2026-03-312026-04-14

AMGN AMGEN INC106.8K shares90.31%2026-03-312026-04-14

Sponsored

CAT CATERPILLAR INC52.3K shares-8.38%2026-03-312026-04-14

AGG ISHARES TR370.0K shares4.86%2026-03-312026-04-14

TJX TJX COS INC NEW220.0K shares-26.67%2026-03-312026-04-14

AMAT APPLIED MATLS INC100.9K shares-11.54%2026-03-312026-04-14

ROST ROSS STORES INC154.0K shares-4.86%2026-03-312026-04-14

IDXX IDEXX LABS INC58.8K shares-6.58%2026-03-312026-04-14

JPST J P MORGAN EXCHANGE TRADED F617.6K shares1.90%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC144.2K shares-6.29%2026-03-312026-04-14

Sponsored

JNJ JOHNSON & JOHNSON113.9K shares-0.35%2026-03-312026-04-14

ACWI ISHARES TR190.6K shares58.99%2026-03-312026-04-14

IVV ISHARES TR40.0K shares-1.38%2026-03-312026-04-14

VRTX VERTEX PHARMACEUTICALS INC56.1K shares-24.28%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC153.9K shares-7.92%2026-03-312026-04-14

CVX CHEVRON CORPORATION112.1K shares1910.06%2026-03-312026-04-14

SHW SHERWIN WILLIAMS CO64.6K shares-4.96%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC57.5K shares1.30%2026-03-312026-04-14

Sponsored

BROADCOM INC BROADCOM INC65.5K shares-7.05%2026-03-312026-04-14

BKNG BOOKING HOLDINGS INC4.7K shares-5.55%2026-03-312026-04-14

FTNT FORTINET INC241.3K shares-5.65%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T29.3K shares-37.49%2026-03-312026-04-14

ABBV ABBVIE INC86.1K shares-0.91%2026-03-312026-04-14

SYK STRYKER CORPORATION55.7K shares-7.51%2026-03-312026-04-14

HON HONEYWELL INTL INC79.8K shares-1.46%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC38.5K shares-29.90%2026-03-312026-04-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F309.4K shares33.46%2026-03-312026-04-14

SCCO SOUTHERN COPPER CORP96.6K shares8.98%2026-03-312026-04-14

LLY ELI LILLY & CO18.0K shares-5.56%2026-03-312026-04-14

DXCM DEXCOM INC257.4K shares-5.67%2026-03-312026-04-14

GILD GILEAD SCIENCES INC114.8K shares2.89%2026-03-312026-04-14

CSCO CISCO SYS INC202.8K shares1.41%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS25.6K shares34.84%2026-03-312026-04-14

GEV GE VERNOVA INC16.8K shares1470.19%2026-03-312026-04-14

Sponsored

DHR DANAHER CORP DEL77.1K shares-3.58%2026-03-312026-04-14

PODD INSULET CORP68.4K shares-4.94%2026-03-312026-04-14

HD HOME DEPOT INC43.4K shares-45.40%2026-03-312026-04-14

NVR NVR INC2.1K shares-5.10%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC40.1K shares-18.10%2026-03-312026-04-14

RTX RTX CORPORATION64.3K shares-4.58%2026-03-312026-04-14

NEE NEXTERA ENERGY INC132.3K shares5.93%2026-03-312026-04-14

ARISTA NETWORKS INC ARISTA NETWORKS INC95.8K sharesnew addition2026-03-312026-04-14

Sponsored

META META PLATFORMS INC19.6K shares1156.59%2026-03-312026-04-14

CB CHUBB LTD SWITZ33.3K shares2.31%2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC148.5K shares13.50%2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP15.1K shares-4.43%2026-03-312026-04-14

DLR DIGITAL RLTY TR INC57.1K sharesnew addition2026-03-312026-04-14

INTU INTUIT22.7K shares-44.61%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS131.9K shares-1.96%2026-03-312026-04-14

URI UNITED RENTALS INC12.7K shares53.93%2026-03-312026-04-14

Sponsored

ENB ENBRIDGE INC166.5K shares1.58%2026-03-312026-04-14

SNA SNAP ON INC24.6K shares2.71%2026-03-312026-04-14

WM WASTE MGMT INC DEL38.2K shares9.56%2026-03-312026-04-14

COWZ PACER FDS TR137.9K shares16.14%2026-03-312026-04-14

DRI DARDEN RESTAURANTS INC42.9K shares-1.11%2026-03-312026-04-14

CME CME GROUP INC28.4K shares2.60%2026-03-312026-04-14

BA BOEING CO41.2K sharesnew addition2026-03-312026-04-14

VLO VALERO ENERGY CORP33.0K shares-22.13%2026-03-312026-04-14

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW60.7K shares2.22%2026-03-312026-04-14

ALL ALLSTATE CORP37.4K shares-0.32%2026-03-312026-04-14

BAC BANK AMERICA CORP157.2K shares13.78%2026-03-312026-04-14

NEM NEWMONT CORP70.4K sharesnew addition2026-03-312026-04-14

REGN REGENERON PHARMACEUTICALS9.8K shares-2.61%2026-03-312026-04-14

PEP PEPSICO INC48.3K shares11.04%2026-03-312026-04-14

EQIX EQUINIX INC7.4K shares1.34%2026-03-312026-04-14

ALPHABET INC ALPHABET INC25.0K shares-5.27%2026-03-312026-04-14

Sponsored

MINT PIMCO ETF TR71.0K shares-0.52%2026-03-312026-04-14

ADBE ADOBE INC29.2K shares-7.09%2026-03-312026-04-14

AMZN AMAZON COM INC33.9K shares-5.56%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC8.2K shares1226.50%2026-03-312026-04-14

MTD METTLER TOLEDO INTERNATIONAL5.4K shares-5.48%2026-03-312026-04-14

IWM ISHARES TR27.3K shares-0.95%2026-03-312026-04-14

PNW PINNACLE WEST CAP CORP65.7K shares0.74%2026-03-312026-04-14

GNRC GENERAC HLDGS INC33.3K sharesnew addition2026-03-312026-04-14

Sponsored

ITW ILLINOIS TOOL WKS INC24.8K shares-7.51%2026-03-312026-04-14

MCO MOODYS CORP12.8K shares-6.57%2026-03-312026-04-14

NVO NOVO-NORDISK A S151.7K shares-5.64%2026-03-312026-04-14

NOW SERVICENOW INC52.8K shares7.16%2026-03-312026-04-14

HQY HEALTHEQUITY INC57.7K sharesnew addition2026-03-312026-04-14

SBUX STARBUCKS CORP52.2K shares-0.19%2026-03-312026-04-14

CGNX COGNEX CORP89.7K shares-0.82%2026-03-312026-04-14

XOM EXXON MOBIL CORP23.1K shares-4.12%2026-03-312026-04-14

Sponsored

JMST J P MORGAN EXCHANGE TRADED F73.2K shares-24.71%2026-03-312026-04-14

CRM SALESFORCE INC19.8K shares-2.68%2026-03-312026-04-14

WSM WILLIAMS SONOMA INC19.8K shares0.00%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC26.6K shares-4.86%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.7K shares-2.80%2026-03-312026-04-14

PFS PROVIDENT FINL SVCS INC150.6K shares-4.05%2026-03-312026-04-14

IBP INSTALLED BLDG PRODS INC12.0K shares0.00%2026-03-312026-04-14

GSY INVESCO ACTIVELY MANAGED EXC61.8K shares-47.60%2026-03-312026-04-14

Sponsored

ESML ISHARES TR64.6K shares0.00%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F36.6K shares-2.44%2026-03-312026-04-14

QCOM QUALCOMM INC20.9K shares-73.88%2026-03-312026-04-14

PEG PUBLIC SVC ENTERPRISE GROUP28.3K shares-0.08%2026-03-312026-04-14

UNP UNION PAC CORP9.3K shares-0.78%2026-03-312026-04-14

BIIB BIOGEN INC12.3K shares-2.84%2026-03-312026-04-14

GLW CORNING INC15.6K shares-2.09%2026-03-312026-04-14

APH AMPHENOL CORP16.4K shares31.95%2026-03-312026-04-14

Sponsored

TRMB TRIMBLE INC30.3K shares4.53%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION1.9K shares-7.01%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO5.2K shares2.53%2026-03-312026-04-14

LOW LOWES COS INC6.4K shares-10.73%2026-03-312026-04-14

VSGX VANGUARD WORLD FD20.5K shares25.65%2026-03-312026-04-14

ICSH ISHARES TR28.6K shares-29.56%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR2.5K shares-2.24%2026-03-312026-04-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.5K shares-24.60%2026-03-312026-04-14

Sponsored

BK BANK NEW YORK MELLON CORP11.3K shares-1.31%2026-03-312026-04-14

ABT ABBOTT LABORATORIES13.0K shares-0.45%2026-03-312026-04-14

KVUE KENVUE INC73.6K shares-81.97%2026-03-312026-04-14

COP CONOCOPHILLIPS9.2K shares6.41%2026-03-312026-04-14

ORCL ORACLE CORP8.2K shares-1.83%2026-03-312026-04-14

TXN TEXAS INSTRS INC5.8K shares-1.85%2026-03-312026-04-14

VLTO VERALTO CORP12.4K shares-15.55%2026-03-312026-04-14

CAH CARDINAL HEALTH INC5.1K shares0.00%2026-03-312026-04-14

Sponsored

VGT VANGUARD WORLD FD1.5K shares-10.23%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN5.0K shares-32.21%2026-03-312026-04-14

T AT&T INC35.3K shares-5.03%2026-03-312026-04-14

CRWD CROWDSTRIKE HLDGS INC2.6K shares-10.98%2026-03-312026-04-14

ROP ROPER TECHNOLOGIES INC2.9K shares0.00%2026-03-312026-04-14

IJH ISHARES TR14.9K shares0.19%2026-03-312026-04-14

MTB M & T BK CORP4.8K shares13.39%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE3.5K shares0.55%2026-03-312026-04-14

Sponsored

BF.B BROWN FORMAN CORP37.3K shares-6.44%2026-03-312026-04-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC8.4K shares-85.66%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR36.3K shares-3.10%2026-03-312026-04-14

PAA PLAINS ALL AMERN PIPELINE L40.9K shares0.00%2026-03-312026-04-14

AOM ISHARES TR19.1K shares6.85%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC5.5K shares-2.60%2026-03-312026-04-14

GLD SPDR GOLD TR2.1K shares-15.52%2026-03-312026-04-14

WMT WALMART INC6.9K shares-9.40%2026-03-312026-04-14

Sponsored

DG DOLLAR GEN CORP6.8K shares20.99%2026-03-312026-04-14

ASTRAZENECA PLC ASTRAZENECA PLC4.0K sharesnew addition2026-03-312026-04-14

JEF JEFFERIES FINANCIAL GROUP IN19.0K shares-89.08%2026-03-312026-04-14

PHM PULTE GROUP INC6.6K shares19.54%2026-03-312026-04-14

VTRS VIATRIS INC56.0K shares18.12%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC2.2K shares2.68%2026-03-312026-04-14

DIS DISNEY WALT CO7.8K shares-90.93%2026-03-312026-04-14

BLACKSTONE INC BLACKSTONE INC6.5K shares-16.12%2026-03-312026-04-14

Sponsored

DE DEERE & CO1.3K shares0.00%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC14.3K shares-5.01%2026-03-312026-04-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS9.1K shares-4.19%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-8.80%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP1.2K shares-7.13%2026-03-312026-04-14

COOPER COS INC COOPER COS INC9.8K sharesnew addition2026-03-312026-04-14

LULU LULULEMON ATHLETICA INC4.6K sharesnew addition2026-03-312026-04-14

Sponsored

PFE PFIZER INC24.7K shares-11.78%2026-03-312026-04-14

CMCSA COMCAST CORP NEW23.9K shares11.25%2026-03-312026-04-14

MCD MCDONALDS CORP2.2K shares0.00%2026-03-312026-04-14

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC8.8K shares-13.08%2026-03-312026-04-14

HSIC SCHEIN HENRY INC9.0K shares6.64%2026-03-312026-04-14

ZION ZIONS BANCORPORATION NATL AS11.4K shares21.09%2026-03-312026-04-14

HAS HASBRO INC7.0K shares22.58%2026-03-312026-04-14

KO COCA COLA CO8.3K shares-5.00%2026-03-312026-04-14

Sponsored

MOH MOLINA HEALTHCARE INC4.6K sharesnew addition2026-03-312026-04-14

J JACOBS SOLUTIONS INC4.8K shares19.50%2026-03-312026-04-14

PG PROCTER & GAMBLE CO4.1K shares-15.32%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO6.9K shares0.00%2026-03-312026-04-14

AKAM AKAMAI TECHNOLOGIES INC4.9K shares20.20%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-9.54%2026-03-312026-04-14

TPL TEXAS PACIFIC LAND CORPORATI1.1K shares0.00%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC2.0K shares-9.86%2026-03-312026-04-14

Sponsored

NKE NIKE INC9.9K shares20.37%2026-03-312026-04-14

VO VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-14

JPUS J P MORGAN EXCHANGE TRADED F3.9K shares-4.42%2026-03-312026-04-14

AIZ ASSURANT INC2.3K shares21.12%2026-03-312026-04-14

NVS NOVARTIS AG3.3K shares-33.15%2026-03-312026-04-14

AFL AFLAC INC4.5K shares-0.71%2026-03-312026-04-14

SOLV SOLVENTUM CORP7.5K shares20.28%2026-03-312026-04-14

EXPD EXPEDITORS INTL WASH INC3.4K shares22.07%2026-03-312026-04-14

Sponsored

ITA ISHARES TR2.2K shares-2.22%2026-03-312026-04-14

ARES ARES MANAGEMENT CORPORATION4.4K shares0.00%2026-03-312026-04-14

MO ALTRIA GROUP INC7.2K shares-0.43%2026-03-312026-04-14

IWD ISHARES TR2.2K shares-90.88%2026-03-312026-04-14

IVZ INVESCO LTD19.1K shares19.82%2026-03-312026-04-14

ALGN ALIGN TECHNOLOGY INC2.7K shares53.81%2026-03-312026-04-14

VB VANGUARD INDEX FDS1.7K shares-3.67%2026-03-312026-04-14

AYI ACUITY INC1.6K shares21.79%2026-03-312026-04-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO7.2K shares-3.66%2026-03-312026-04-14

PAYX PAYCHEX INC4.6K shares-16.38%2026-03-312026-04-14

SDY SPDR SERIES TRUST2.9K shares-9.34%2026-03-312026-04-14

VNT VONTIER CORPORATION11.7K shares19.03%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP1.4K shares0.00%2026-03-312026-04-14

VRSN VERISIGN INC1.6K shares24.76%2026-03-312026-04-14

MMM 3M CO2.6K shares-6.93%2026-03-312026-04-14

V VISA INC1.2K shares0.48%2026-03-312026-04-14

Sponsored

FELG FIDELITY COVINGTON TRUST10.0K shares0.00%2026-03-312026-04-14

IBB ISHARES TR2.1K shares0.00%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.9K shares21.86%2026-03-312026-04-14

DECK DECKERS OUTDOOR CORP3.6K sharesnew addition2026-03-312026-04-14

KMI KINDER MORGAN INC DEL10.6K shares-6.00%2026-03-312026-04-14

ACGL ARCH CAP GROUP LTD3.6K shares-12.17%2026-03-312026-04-14

BIL SPDR SERIES TRUST3.5K shares0.00%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS2.1K shares0.00%2026-03-312026-04-14

Sponsored

XLK SELECT SECTOR SPDR TR2.3K shares0.09%2026-03-312026-04-14

EMR EMERSON ELEC CO2.3K shares0.00%2026-03-312026-04-14

MGK VANGUARD WORLD FD825 shares0.00%2026-03-312026-04-14

AIG AMERICAN INTL GROUP INC4.0K shares0.00%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR6.0K shares-15.07%2026-03-312026-04-14

VIGI VANGUARD WHITEHALL FDS3.3K shares0.45%2026-03-312026-04-14

IWV ISHARES TR777 shares0.00%2026-03-312026-04-14

QRVO QORVO INC3.6K shares21.56%2026-03-312026-04-14

Sponsored

LAMR LAMAR ADVERTISING CO2.2K shares0.00%2026-03-312026-04-14

HDV ISHARES TR2.1K shares-0.14%2026-03-312026-04-14

TD TORONTO DOMINION BK ONT3.0K shares0.00%2026-03-312026-04-14

OKE ONEOK INC NEW3.1K shares0.00%2026-03-312026-04-14

HUBBELL INC HUBBELL INC545 shares0.00%2026-03-312026-04-14

IHE ISHARES TR3.1K shares0.00%2026-03-312026-04-14

ADSK AUTODESK INC1.1K shares0.00%2026-03-312026-04-14

TSLA TESLA INC693 shares-9.77%2026-03-312026-04-14

Sponsored

SRE SEMPRA2.6K shares0.00%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC874 shares-15.80%2026-03-312026-04-14

CAG CONAGRA BRANDS INC16.1K shares18.78%2026-03-312026-04-14

CGDV CAPITAL GROUP DIVIDEND VALUE5.9K shares0.00%2026-03-312026-04-14

LW LAMB WESTON HLDGS INC5.7K sharesnew addition2026-03-312026-04-14

SHOP SHOPIFY INC2.0K shares-14.89%2026-03-312026-04-14

ROK ROCKWELL AUTOMATION INC653 shares3.65%2026-03-312026-04-14

GWW WW GRAINGER INC214 shares-6.55%2026-03-312026-04-14

Sponsored

ITOT ISHARES TR1.6K shares8.91%2026-03-312026-04-14

AME AMETEK INC1.0K shares0.00%2026-03-312026-04-14

CIEN CIENA CORP556 sharesnew addition2026-03-312026-04-14

BIO BIO RAD LABS INC753 shares0.00%2026-03-312026-04-14

HBAN HUNTINGTON BANCSHARES INC13.3K shares0.00%2026-03-312026-04-14

ETFS GOLD TR ETFS GOLD TR4.7K sharesnew addition2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.0K shares-46.68%2026-03-312026-04-14

FBTC FIDELITY WISE ORIGIN BITCOIN3.5K shares0.00%2026-03-312026-04-14

Sponsored

MDLZ MONDELEZ INTL INC3.5K shares-26.75%2026-03-312026-04-14

GATX GATX CORP1.2K sharesnew addition2026-03-312026-04-14

XLI SELECT SECTOR SPDR TR1.2K shares-22.89%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC1.7K shares-60.57%2026-03-312026-04-14

SUSB ISHARES TR7.8K sharesnew addition2026-03-312026-04-14

UNILEVER PLC UNILEVER PLC3.4K shares-18.71%2026-03-312026-04-14

MIDD MIDDLEBY CORP1.5K shares0.00%2026-03-312026-04-14

ROKU ROKU INC2.0K shares-6.97%2026-03-312026-04-14

Sponsored

FDS FACTSET RESH SYS INC864 shares0.00%2026-03-312026-04-14

SO SOUTHERN CO1.9K sharesnew addition2026-03-312026-04-14

VRE VERIS RESIDENTIAL INC9.8K sharesnew addition2026-03-312026-04-14

CFG CITIZENS FINL GROUP INC3.1K shares-36.61%2026-03-312026-04-14

AB ALLIANCEBERNSTEIN HLDG L P4.9K sharesnew addition2026-03-312026-04-14

APD AIR PRODUCTS AND CHEMICALS I625 sharesnew addition2026-03-312026-04-14

PYPL PAYPAL HLDGS INC4.0K shares-97.24%2026-03-312026-04-14

DSI ISHARES TR1.5K sharesnew addition2026-03-312026-04-14

Sponsored

FNDX SCHWAB STRATEGIC TR6.4K shares-24.88%2026-03-312026-04-14

MKC MCCORMICK & CO INC3.5K shares-10.15%2026-03-312026-04-14

HP INC HP INC9.2K sharesnew addition2026-03-312026-04-14

CEG CONSTELLATION ENERGY CORP629 shares-11.41%2026-03-312026-04-14

VV VANGUARD INDEX FDS587 sharesnew addition2026-03-312026-04-14

VUG VANGUARD INDEX FDS401 shares-36.35%2026-03-312026-04-14

CMI CUMMINS INC325 sharesnew addition2026-03-312026-04-14

FNDF SCHWAB STRATEGIC TR3.5K sharesnew addition2026-03-312026-04-14

Sponsored

KMB KIMBERLY-CLARK CORP1.8K shares-13.14%2026-03-312026-04-14

NUE NUCOR CORP966 sharesnew addition2026-03-312026-04-14

JCI JOHNSON CONTROLS INTERNATION1.2K shares-46.84%2026-03-312026-04-14

SLB SLB LIMITED3.2K sharesnew addition2026-03-312026-04-14

FLS FLOWSERVE CORP2.2K sharesnew addition2026-03-312026-04-14

IDV ISHARES TR3.8K sharesnew addition2026-03-312026-04-14

DLN WISDOMTREE TR1.8K sharesnew addition2026-03-312026-04-14

O REALTY INCOME CORP2.6K sharesnew addition2026-03-312026-04-14

Sponsored

EXG EATON VANCE TAX-MANAGED GLOB18.2K shares11.81%2026-03-312026-04-14

IOO ISHARES TR1.3K sharesnew addition2026-03-312026-04-14

AON PLC AON PLC484 shares-20.53%2026-03-312026-04-14

IEMG ISHARES INC2.2K sharesnew addition2026-03-312026-04-14

ALLE ALLEGION PLC1.1K sharesnew addition2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR2.5K sharesnew addition2026-03-312026-04-14

XEL XCEL ENERGY INC1.9K sharesnew addition2026-03-312026-04-14

NFG NATIONAL FUEL GAS CO1.6K sharesnew addition2026-03-312026-04-14

Sponsored

CSX CSX CORP3.6K sharesnew addition2026-03-312026-04-14

GLP GLOBAL PARTNERS LP3.5K shares-50.00%2026-03-312026-04-14

ED CONSOLIDATED EDISON INC1.3K sharesnew addition2026-03-312026-04-14

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F2.1K sharesnew addition2026-03-312026-04-14

PCYO PURE CYCLE CORP14.2K shares0.00%2026-03-312026-04-14

RJF RAYMOND JAMES FINL INC975 sharesnew addition2026-03-312026-04-14

IGE ISHARES TR2.2K sharesnew addition2026-03-312026-04-14

JXI ISHARES TR1.6K sharesnew addition2026-03-312026-04-14

Sponsored

ETY EATON VANCE TAX-MANAGED DIVE10.0K sharesnew addition2026-03-312026-04-14

BE BLOOM ENERGY CORP1.0K sharesnew addition2026-03-312026-04-14

ZTS ZOETIS INC1.1K shares-50.20%2026-03-312026-04-14

TTD THE TRADE DESK INC5.9K shares-95.22%2026-03-312026-04-14

EPS WISDOMTREE TR1.9K sharesnew addition2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR2.9K shares-43.24%2026-03-312026-04-14

BEP BROOKFIELD RENEWABLE ENERGY4.0K sharesnew addition2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP600 shares-62.26%2026-03-312026-04-14

Sponsored

SCHD SCHWAB STRATEGIC TR4.2K sharesnew addition2026-03-312026-04-14

VIS VANGUARD WORLD FD409 sharesnew addition2026-03-312026-04-14

NOBL PROSHARES TR1.2K sharesnew addition2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP369 sharesnew addition2026-03-312026-04-14

OMC OMNICOM GROUP INC1.7K sharesnew addition2026-03-312026-04-14

IWF ISHARES TR293 sharesnew addition2026-03-312026-04-14

SCHG SCHWAB STRATEGIC TR4.3K sharesnew addition2026-03-312026-04-14

PPG PPG INDS INC1.2K sharesnew addition2026-03-312026-04-14

Sponsored

AHCO ADAPTHEALTH CORP10.3K shares0.00%2026-03-312026-04-14

GEHC GE HEALTHCARE TECHNOLOGIES I1.7K sharesnew addition2026-03-312026-04-14

WPC WP CAREY INC1.8K sharesnew addition2026-03-312026-04-14

OCUL OCULAR THERAPEUTIX INC14.0K shares0.00%2026-03-312026-04-14

KLAC KLA CORP80 sharesnew addition2026-03-312026-04-14

IYF ISHARES TR1.0K sharesnew addition2026-03-312026-04-14

FCX FREEPORT MCMORAN INC2.0K sharesnew addition2026-03-312026-04-14

IEFA ISHARES TR1.3K sharesnew addition2026-03-312026-04-14

Sponsored

DVY ISHARES TR750 sharesnew addition2026-03-312026-04-14

NHI NATIONAL HEALTH INVS INC1.4K sharesnew addition2026-03-312026-04-14

ARCC ARES CAPITAL CORP6.1K sharesnew addition2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS2.2K sharesnew addition2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC825 sharesnew addition2026-03-312026-04-14

DGRO ISHARES TR1.5K sharesnew addition2026-03-312026-04-14

SHEL SHELL PLC1.1K sharesnew addition2026-03-312026-04-14

BSX BOSTON SCIENTIFIC CORP1.7K shares-50.39%2026-03-312026-04-14

Sponsored

GAB GABELLI EQUITY TR INC19.0K shares0.00%2026-03-312026-04-14

UCB UNITED CMNTY BKS BLAIRSVLE G3.3K sharesnew addition2026-03-312026-04-14

IWN ISHARES TR553 sharesnew addition2026-03-312026-04-14

DEM WISDOMTREE TR2.1K sharesnew addition2026-03-312026-04-14

F FORD MTR CO9.0K sharesnew addition2026-03-312026-04-14

LB LANDBRIDGE COMPANY LLC1.5K sharesnew addition2026-03-312026-04-14

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV3.9K sharesnew addition2026-03-312026-04-14

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F1.1K sharesnew addition2026-03-312026-04-14

Sponsored

STLD STEEL DYNAMICS INC550 sharesnew addition2026-03-312026-04-14

DOW DOW HLDGS INC2.3K sharesnew addition2026-03-312026-04-14

RWJ INVESCO EXCH TRADED FD TR II1.9K sharesnew addition2026-03-312026-04-14

TER TERADYNE INC327 sharesnew addition2026-03-312026-04-14

MGV VANGUARD WORLD FD667 sharesnew addition2026-03-312026-04-14

VMI VALMONT INDS INC240 sharesnew addition2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR3.3K sharesnew addition2026-03-312026-04-14

MKL MARKEL GROUP INC50 sharesnew addition2026-03-312026-04-14

Sponsored

TOL TOLL BROTHERS INC700 sharesnew addition2026-03-312026-04-14

IGSB ISHARES TR1.8K sharesnew addition2026-03-312026-04-14

MTUM ISHARES TR389 sharesnew addition2026-03-312026-04-14

AJG GALLAGHER ARTHUR J & CO431 sharesnew addition2026-03-312026-04-14

LECO LINCOLN ELEC HLDGS INC371 sharesnew addition2026-03-312026-04-14

MET METLIFE INC1.3K sharesnew addition2026-03-312026-04-14

COF CAPITAL ONE FINL CORP500 sharesnew addition2026-03-312026-04-14

VOOG VANGUARD ADMIRAL FDS INC222 sharesnew addition2026-03-312026-04-14

Sponsored

GDV GABELLI DIVID & INCOME TR3.4K sharesnew addition2026-03-312026-04-14

SYY SYSCO CORP1.3K sharesnew addition2026-03-312026-04-14

SMG SCOTTS MIRACLE-GRO CO1.5K sharesnew addition2026-03-312026-04-14

IGM ISHARES TR750 sharesnew addition2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC601 shares-64.98%2026-03-312026-04-14

PRU PRUDENTIAL FINL INC895 sharesnew addition2026-03-312026-04-14

GRMN GARMIN LTD375 sharesnew addition2026-03-312026-04-14

STT STATE STR CORP670 sharesnew addition2026-03-312026-04-14

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN1.3K sharesnew addition2026-03-312026-04-14

ESS ESSEX PPTY TR INC350 sharesnew addition2026-03-312026-04-14

CSL CARLISLE COS INC250 sharesnew addition2026-03-312026-04-14

VBK VANGUARD INDEX FDS275 sharesnew addition2026-03-312026-04-14

GBTC GRAYSCALE BITCOIN TRUST ETF1.6K sharesnew addition2026-03-312026-04-14

INTC INTEL CORP1.8K sharesnew addition2026-03-312026-04-14

NVT NVENT ELEC PLC661 sharesnew addition2026-03-312026-04-14

KRE SPDR SERIES TRUST1.2K sharesnew addition2026-03-312026-04-14

Sponsored

MSCI MSCI INC145 sharesnew addition2026-03-312026-04-14

DAL DELTA AIR LINES INC1.2K sharesnew addition2026-03-312026-04-14

BDJ BLACKROCK ENHANCED EQUITY DI9.0K sharesnew addition2026-03-312026-04-14

VTR VENTAS INC945 sharesnew addition2026-03-312026-04-14

EXC EXELON CORP1.5K sharesnew addition2026-03-312026-04-14

MEDTRONIC PLC MEDTRONIC PLC865 sharesnew addition2026-03-312026-04-14

OTIS OTIS WORLDWIDE CORP972 sharesnew addition2026-03-312026-04-14

VTV VANGUARD INDEX FDS374 sharesnew addition2026-03-312026-04-14

Sponsored

DEO DIAGEO PLC981 sharesnew addition2026-03-312026-04-14

ADM ARCHER DANIELS MIDLAND CO991 sharesnew addition2026-03-312026-04-14

VDC VANGUARD WORLD FD321 sharesnew addition2026-03-312026-04-14

IVE ISHARES TR337 sharesnew addition2026-03-312026-04-14

PROSHARES TR PROSHARES TR1.3K sharesnew addition2026-03-312026-04-14

TDIV FIRST TR EXCHANGE TRADED FD750 sharesnew addition2026-03-312026-04-14

DTD WISDOMTREE TR810 sharesnew addition2026-03-312026-04-14

ALNY ALNYLAM PHARMACEUTICALS INC210 sharesnew addition2026-03-312026-04-14

Sponsored

EFA ISHARES TR715 sharesnew addition2026-03-312026-04-14

IBIT ISHARES BITCOIN TRUST ETF1.8K sharesnew addition2026-03-312026-04-14

PAG PENSKE AUTOMOTIVE GRP INC455 sharesnew addition2026-03-312026-04-14

TFC TRUIST FINL CORP1.5K sharesnew addition2026-03-312026-04-14

GPC GENUINE PARTS CO639 sharesnew addition2026-03-312026-04-14

PSX PHILLIPS 66370 sharesnew addition2026-03-312026-04-14

WBD WARNER BROS DISCOVERY INC2.5K sharesnew addition2026-03-312026-04-14

HE HAWAIIAN ELEC INDS INC MTN B4.5K sharesnew addition2026-03-312026-04-14

Sponsored

OXY OCCIDENTAL PETE CORP1.0K sharesnew addition2026-03-312026-04-14

BDX BECTON DICKINSON & CO421 sharesnew addition2026-03-312026-04-14

WFC WELLS FARGO & CO828 sharesnew addition2026-03-312026-04-14

UPS UNITED PARCEL SVCS INC670 sharesnew addition2026-03-312026-04-14

SLF SUN LIFE FINANCIAL INC.1.1K sharesnew addition2026-03-312026-04-14

UGI UGI CORP NEW1.8K sharesnew addition2026-03-312026-04-14

L LOEWS CORP613 shares-89.05%2026-03-312026-04-14

ASGI ABRDN GLOBAL INFRA INCOME FU2.9K sharesnew addition2026-03-312026-04-14

Sponsored

SMOG VANECK ETF TRUST465 sharesnew addition2026-03-312026-04-14

DOCU DOCUSIGN INC1.4K sharesnew addition2026-03-312026-04-14

VDE VANGUARD WORLD FD372 sharesnew addition2026-03-312026-04-14

IYW ISHARES TR352 sharesnew addition2026-03-312026-04-14

IGF ISHARES TR940 sharesnew addition2026-03-312026-04-14

TT TRANE TECHNOLOGIES PLC150 sharesnew addition2026-03-312026-04-14

CARR CARRIER GLOBAL CORPORATION1.1K sharesnew addition2026-03-312026-04-14

PVAL PUTNAM ETF TRUST1.3K sharesnew addition2026-03-312026-04-14

Sponsored

XLB SELECT SECTOR SPDR TR1.2K sharesnew addition2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L1.6K sharesnew addition2026-03-312026-04-14

DGX QUEST DIAGNOSTICS INC310 sharesnew addition2026-03-312026-04-14

TDY TELEDYNE TECHNOLOGIES INC100 sharesnew addition2026-03-312026-04-14

LHX L3HARRIS TECHNOLOGIES INC175 sharesnew addition2026-03-312026-04-14

DOC HEALTHPEAK PROPERTIES INC3.7K sharesnew addition2026-03-312026-04-14

WAT WATERS CORP201 sharesnew addition2026-03-312026-04-14

TGT TARGET CORP492 sharesnew addition2026-03-312026-04-14

Sponsored

DKS DICKS SPORTING GOODS INC300 sharesnew addition2026-03-312026-04-14

R RYDER SYS INC290 sharesnew addition2026-03-312026-04-14

CVS CVS HEALTH CORP825 sharesnew addition2026-03-312026-04-14

PCAR PACCAR INC505 sharesnew addition2026-03-312026-04-14

CRH PLC CRH PLC550 sharesnew addition2026-03-312026-04-14

DHS WISDOMTREE TR525 sharesnew addition2026-03-312026-04-14

LNG CHENIERE ENERGY INC200 sharesnew addition2026-03-312026-04-14

ROL ROLLINS INC1.1K sharesnew addition2026-03-312026-04-14

Sponsored

BCE BCE INC2.2K sharesnew addition2026-03-312026-04-14

VICI VICI PPTYS INC2.1K sharesnew addition2026-03-312026-04-14

BIDU BAIDU INC500 sharesnew addition2026-03-312026-04-14

FTCS FIRST TR EXCHANGE-TRADED FD600 sharesnew addition2026-03-312026-04-14

RSPM INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-03-312026-04-14

AVT AVNET INC870 sharesnew addition2026-03-312026-04-14

BBAX J P MORGAN EXCHANGE TRADED F885 sharesnew addition2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC54 sharesnew addition2026-03-312026-04-14

Sponsored

ESP ESPEY MFG & ELECTRS CORP925 sharesnew addition2026-03-312026-04-14

NFLX NETFLIX INC.530 sharesnew addition2026-03-312026-04-14

FV FIRST TR EXCHANGE TRADED FD838 sharesnew addition2026-03-312026-04-14

RB GLOBAL INC RB GLOBAL INC510 sharesnew addition2026-03-312026-04-14

SPXX NUVEEN S&P 500 DYNAMIC OVERW3.0K sharesnew addition2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2026-03-312026-04-14

ARKQ ARK ETF TR427 sharesnew addition2026-03-312026-04-14

WFC-PL WELLS FARGO & CO42 sharesnew addition2026-03-312026-04-14

Sponsored

XAR SPDR SERIES TRUST188 sharesnew addition2026-03-312026-04-14

ETHE GRAYSCALE ETHEREUM STAKING E2.8K sharesnew addition2026-03-312026-04-14

AIVL WISDOMTREE TR408 sharesnew addition2026-03-312026-04-14

ATO ATMOS ENERGY CORP254 sharesnew addition2026-03-312026-04-14

RRX REGAL REXNORD CORPORATION250 sharesnew addition2026-03-312026-04-14

VLY VALLEY NATL BANCORP3.8K sharesnew addition2026-03-312026-04-14

SPHB INVESCO EXCH TRADED FD TR II403 sharesnew addition2026-03-312026-04-14

GIS GENERAL MILLS INC1.2K sharesnew addition2026-03-312026-04-14

Sponsored

RS RELIANCE INC150 sharesnew addition2026-03-312026-04-14

GRNY TIDAL TRUST I1.9K sharesnew addition2026-03-312026-04-14

EBAY EBAY INC.499 sharesnew addition2026-03-312026-04-14

IVES WEDBUSH SER TR1.6K sharesnew addition2026-03-312026-04-14

VCR VANGUARD WORLD FD125 sharesnew addition2026-03-312026-04-14

SLV ISHARES SILVER TR659 sharesnew addition2026-03-312026-04-14

VNQI VANGUARD INTL EQUITY INDEX F981 sharesnew addition2026-03-312026-04-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC208 sharesnew addition2026-03-312026-04-14

Sponsored

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D23 sharesnew addition2026-03-312026-04-14

IUSG ISHARES TR275 sharesnew addition2026-03-312026-04-14

ONEQ FIDELITY COMWLTH TR501 sharesnew addition2026-03-312026-04-14

CROWN CASTLE INC CROWN CASTLE INC522 sharesnew addition2026-03-312026-04-14

ODC OIL DRI CORP AMER650 sharesnew addition2026-03-312026-04-14

THOMSON REUTERS CORP THOMSON REUTERS CORP469 sharesnew addition2026-03-312026-04-14

MSI MOTOROLA SOLUTIONS INC97 sharesnew addition2026-03-312026-04-14

FNDE SCHWAB STRATEGIC TR1.1K sharesnew addition2026-03-312026-04-14

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.650 sharesnew addition2026-03-312026-04-14

QSR RESTAURANT BRANDS INTL INC568 sharesnew addition2026-03-312026-04-14

XLY SELECT SECTOR SPDR TR384 sharesnew addition2026-03-312026-04-14

MUNI PIMCO ETF TR800 sharesnew addition2026-03-312026-04-14

VNQ VANGUARD INDEX FDS470 sharesnew addition2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC200 sharesnew addition2026-03-312026-04-14

EVER EVERQUOTE INC2.7K sharesnew addition2026-03-312026-04-14

DLS WISDOMTREE TR500 sharesnew addition2026-03-312026-04-14

Sponsored

MLM MARTIN MARIETTA MATLS INC68 sharesnew addition2026-03-312026-04-14

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP993 sharesnew addition2026-03-312026-04-14

HAL HALLIBURTON CO1.0K sharesnew addition2026-03-312026-04-14

FCOM FIDELITY COVINGTON TRUST572 sharesnew addition2026-03-312026-04-14

ULTA ULTA BEAUTY INC74 sharesnew addition2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T821 sharesnew addition2026-03-312026-04-14

D DOMINION ENERGY INC620 sharesnew addition2026-03-312026-04-14

KR KROGER CO525 sharesnew addition2026-03-312026-04-14

Sponsored

SPYV SPDR SERIES TRUST671 sharesnew addition2026-03-312026-04-14

MGC VANGUARD WORLD FD159 sharesnew addition2026-03-312026-04-14

WST WEST PHARMACEUTICAL SVSC INC149 sharesnew addition2026-03-312026-04-14

FNCL FIDELITY COVINGTON TRUST521 sharesnew addition2026-03-312026-04-14

AREC AMERICAN RES CORP15.0K shares0.00%2026-03-312026-04-14

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC510 sharesnew addition2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T760 sharesnew addition2026-03-312026-04-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY454 sharesnew addition2026-03-312026-04-14

Sponsored

BALL BALL CORP600 sharesnew addition2026-03-312026-04-14

BNS BANK NOVA SCOTIA B C500 sharesnew addition2026-03-312026-04-14

BBEU J P MORGAN EXCHANGE TRADED F476 sharesnew addition2026-03-312026-04-14

GAP GAP INC1.4K sharesnew addition2026-03-312026-04-14

SIMO SILICON MOTION TECHNOLOGY CO300 sharesnew addition2026-03-312026-04-14

MMC MARSH & MCLENNAN COS INC194 sharesnew addition2026-03-312026-04-14

LH LABCORP HOLDINGS INC125 sharesnew addition2026-03-312026-04-14

PATK PATRICK INDS INC300 sharesnew addition2026-03-312026-04-14

Sponsored

CHRW C H ROBINSON WORLDWIDE IN200 sharesnew addition2026-03-312026-04-14

BSVN BANK7 CORP830 sharesnew addition2026-03-312026-04-14

NICE NICE LTD300 sharesnew addition2026-03-312026-04-14

SU SUNCOR ENERGY INC NEW500 sharesnew addition2026-03-312026-04-14

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC2.5K sharesnew addition2026-03-312026-04-14

XNTK SPDR SERIES TRUST123 sharesnew addition2026-03-312026-04-14

PPA INVESCO EXCHANGE TRADED FD T188 sharesnew addition2026-03-312026-04-14

VXUS VANGUARD STAR FDS402 sharesnew addition2026-03-312026-04-14

Sponsored

CE CELANESE CORP DEL468 sharesnew addition2026-03-312026-04-14

TXT TEXTRON INC350 sharesnew addition2026-03-312026-04-14

SCHW SCHWAB CHARLES CORP324 sharesnew addition2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC180 sharesnew addition2026-03-312026-04-14

VTI

VANGUARD INDEX FDS

1.22%

Shares536.2K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

13.08%

Shares1.1M

Event2026-03-31

Filed2026-04-14

ISHARES GOLD TR

4.88%

Shares971.7K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-3.05%

Shares184.5K

Event2026-03-31

Filed2026-04-14

VCSH

VANGUARD SCOTTSDALE FDS

3.09%

Shares846.6K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

12.32%

Shares1.0M

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-11.16%

Shares254.9K

Event2026-03-31

Filed2026-04-14

SHY

ISHARES TR

5.01%

Shares782.1K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-12.63%

Shares197.1K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

10.33%

Shares318.6K

Event2026-03-31

Filed2026-04-14

MASTERCARD INCORPORATED

-4.20%

Shares109.0K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

61.59%

Shares207.2K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-33.16%

Shares144.8K

Event2026-03-31

Filed2026-04-14

ADI

ANALOG DEVICES INC

-5.94%

Shares128.5K

Event2026-03-31

Filed2026-04-14

MORGAN STANLEY

-13.81%

Shares239.6K

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC

90.31%

Shares106.8K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

-8.38%

Shares52.3K

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

4.86%

Shares370.0K

Event2026-03-31

Filed2026-04-14

TJX

TJX COS INC NEW

-26.67%

Shares220.0K

Event2026-03-31

Filed2026-04-14

AMAT

APPLIED MATLS INC

-11.54%

Shares100.9K

Event2026-03-31

Filed2026-04-14

ROST

ROSS STORES INC

-4.86%

Shares154.0K

Event2026-03-31

Filed2026-04-14

IDXX

IDEXX LABS INC

-6.58%

Shares58.8K

Event2026-03-31

Filed2026-04-14

JPST

J P MORGAN EXCHANGE TRADED F

1.90%

Shares617.6K

Event2026-03-31

Filed2026-04-14

AMD

ADVANCED MICRO DEVICES INC

-6.29%

Shares144.2K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-0.35%

Shares113.9K

Event2026-03-31

Filed2026-04-14

ACWI

ISHARES TR

58.99%

Shares190.6K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

-1.38%

Shares40.0K

Event2026-03-31

Filed2026-04-14

VRTX

VERTEX PHARMACEUTICALS INC

-24.28%

Shares56.1K

Event2026-03-31

Filed2026-04-14

PANW

PALO ALTO NETWORKS INC

-7.92%

Shares153.9K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

1910.06%

Shares112.1K

Event2026-03-31

Filed2026-04-14

SHW

SHERWIN WILLIAMS CO

-4.96%

Shares64.6K

Event2026-03-31

Filed2026-04-14

EATON CORP PLC

1.30%

Shares57.5K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

-7.05%

Shares65.5K

Event2026-03-31

Filed2026-04-14

BKNG

BOOKING HOLDINGS INC

-5.55%

Shares4.7K

Event2026-03-31

Filed2026-04-14

FTNT

FORTINET INC

-5.65%

Shares241.3K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-37.49%

Shares29.3K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-0.91%

Shares86.1K

Event2026-03-31

Filed2026-04-14

SYK

STRYKER CORPORATION

-7.51%

Shares55.7K

Event2026-03-31

Filed2026-04-14

HON

HONEYWELL INTL INC

-1.46%

Shares79.8K

Event2026-03-31

Filed2026-04-14

ISRG

INTUITIVE SURGICAL INC

-29.90%

Shares38.5K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

33.46%

Shares309.4K

Event2026-03-31

Filed2026-04-14

SCCO

SOUTHERN COPPER CORP

8.98%

Shares96.6K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-5.56%

Shares18.0K

Event2026-03-31

Filed2026-04-14

DXCM

DEXCOM INC

-5.67%

Shares257.4K

Event2026-03-31

Filed2026-04-14

GILD

GILEAD SCIENCES INC

2.89%

Shares114.8K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

1.41%

Shares202.8K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

34.84%

Shares25.6K

Event2026-03-31

Filed2026-04-14

GEV

GE VERNOVA INC

1470.19%

Shares16.8K

Event2026-03-31

Filed2026-04-14

DHR

DANAHER CORP DEL

-3.58%

Shares77.1K

Event2026-03-31

Filed2026-04-14

PODD

INSULET CORP

-4.94%

Shares68.4K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

-45.40%

Shares43.4K

Event2026-03-31

Filed2026-04-14

NVR

NVR INC

-5.10%

Shares2.1K

Event2026-03-31

Filed2026-04-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-18.10%

Shares40.1K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

-4.58%

Shares64.3K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

5.93%

Shares132.3K

Event2026-03-31

Filed2026-04-14

ARISTA NETWORKS INC

New

Shares95.8K

Event2026-03-31

Filed2026-04-14

META

META PLATFORMS INC

1156.59%

Shares19.6K

Event2026-03-31

Filed2026-04-14

CHUBB LTD SWITZ

2.31%

Shares33.3K

Event2026-03-31

Filed2026-04-14

UBER

UBER TECHNOLOGIES INC

13.50%

Shares148.5K

Event2026-03-31

Filed2026-04-14

NOC

NORTHROP GRUMMAN CORP

-4.43%

Shares15.1K

Event2026-03-31

Filed2026-04-14

DLR

DIGITAL RLTY TR INC

New

Shares57.1K

Event2026-03-31

Filed2026-04-14

INTU

INTUIT

-44.61%

Shares22.7K

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

-1.96%

Shares131.9K

Event2026-03-31

Filed2026-04-14

URI

UNITED RENTALS INC

53.93%

Shares12.7K

Event2026-03-31

Filed2026-04-14

ENB

ENBRIDGE INC

1.58%

Shares166.5K

Event2026-03-31

Filed2026-04-14

SNA

SNAP ON INC

2.71%

Shares24.6K

Event2026-03-31

Filed2026-04-14

WASTE MGMT INC DEL

9.56%

Shares38.2K

Event2026-03-31

Filed2026-04-14

COWZ

PACER FDS TR

16.14%

Shares137.9K

Event2026-03-31

Filed2026-04-14

DRI

DARDEN RESTAURANTS INC

-1.11%

Shares42.9K

Event2026-03-31

Filed2026-04-14

CME

CME GROUP INC

2.60%

Shares28.4K

Event2026-03-31

Filed2026-04-14

BOEING CO

New

Shares41.2K

Event2026-03-31

Filed2026-04-14

VLO

VALERO ENERGY CORP

-22.13%

Shares33.0K

Event2026-03-31

Filed2026-04-14

DUKE ENERGY CORP NEW

2.22%

Shares60.7K

Event2026-03-31

Filed2026-04-14

ALL

ALLSTATE CORP

-0.32%

Shares37.4K

Event2026-03-31

Filed2026-04-14

BAC

BANK AMERICA CORP

13.78%

Shares157.2K

Event2026-03-31

Filed2026-04-14

NEM

NEWMONT CORP

New

Shares70.4K

Event2026-03-31

Filed2026-04-14

REGN

REGENERON PHARMACEUTICALS

-2.61%

Shares9.8K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

11.04%

Shares48.3K

Event2026-03-31

Filed2026-04-14

EQIX

EQUINIX INC

1.34%

Shares7.4K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-5.27%

Shares25.0K

Event2026-03-31

Filed2026-04-14

MINT

PIMCO ETF TR

-0.52%

Shares71.0K

Event2026-03-31

Filed2026-04-14

ADBE

ADOBE INC

-7.09%

Shares29.2K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-5.56%

Shares33.9K

Event2026-03-31

Filed2026-04-14

GOLDMAN SACHS GROUP INC

1226.50%

Shares8.2K

Event2026-03-31

Filed2026-04-14

MTD

METTLER TOLEDO INTERNATIONAL

-5.48%

Shares5.4K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

-0.95%

Shares27.3K

Event2026-03-31

Filed2026-04-14

PNW

PINNACLE WEST CAP CORP

0.74%

Shares65.7K

Event2026-03-31

Filed2026-04-14

GNRC

GENERAC HLDGS INC

New

Shares33.3K

Event2026-03-31

Filed2026-04-14

ITW

ILLINOIS TOOL WKS INC

-7.51%

Shares24.8K

Event2026-03-31

Filed2026-04-14

MCO

MOODYS CORP

-6.57%

Shares12.8K

Event2026-03-31

Filed2026-04-14

NVO

NOVO-NORDISK A S

-5.64%

Shares151.7K

Event2026-03-31

Filed2026-04-14

NOW

SERVICENOW INC

7.16%

Shares52.8K

Event2026-03-31

Filed2026-04-14

HQY

HEALTHEQUITY INC

New

Shares57.7K

Event2026-03-31

Filed2026-04-14

SBUX

STARBUCKS CORP

-0.19%

Shares52.2K

Event2026-03-31

Filed2026-04-14

CGNX

COGNEX CORP

-0.82%

Shares89.7K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-4.12%

Shares23.1K

Event2026-03-31

Filed2026-04-14

JMST

J P MORGAN EXCHANGE TRADED F

-24.71%

Shares73.2K

Event2026-03-31

Filed2026-04-14

CRM

SALESFORCE INC

-2.68%

Shares19.8K

Event2026-03-31

Filed2026-04-14

WSM

WILLIAMS SONOMA INC

0.00%

Shares19.8K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

-4.86%

Shares26.6K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-2.80%

Shares6.7K

Event2026-03-31

Filed2026-04-14

PFS

PROVIDENT FINL SVCS INC

-4.05%

Shares150.6K

Event2026-03-31

Filed2026-04-14

IBP

INSTALLED BLDG PRODS INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-14

GSY

INVESCO ACTIVELY MANAGED EXC

-47.60%

Shares61.8K

Event2026-03-31

Filed2026-04-14

ESML

ISHARES TR

0.00%

Shares64.6K

Event2026-03-31

Filed2026-04-14

VEU

VANGUARD INTL EQUITY INDEX F

-2.44%

Shares36.6K

Event2026-03-31

Filed2026-04-14

QCOM

QUALCOMM INC

-73.88%

Shares20.9K

Event2026-03-31

Filed2026-04-14

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.08%

Shares28.3K

Event2026-03-31

Filed2026-04-14

UNP

UNION PAC CORP

-0.78%

Shares9.3K

Event2026-03-31

Filed2026-04-14

BIIB

BIOGEN INC

-2.84%

Shares12.3K

Event2026-03-31

Filed2026-04-14

GLW

CORNING INC

-2.09%

Shares15.6K

Event2026-03-31

Filed2026-04-14

APH

AMPHENOL CORP

31.95%

Shares16.4K

Event2026-03-31

Filed2026-04-14

TRMB

TRIMBLE INC

4.53%

Shares30.3K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

-7.01%

Shares1.9K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO

2.53%

Shares5.2K

Event2026-03-31

Filed2026-04-14

LOW

LOWES COS INC

-10.73%

Shares6.4K

Event2026-03-31

Filed2026-04-14

VSGX

VANGUARD WORLD FD

25.65%

Shares20.5K

Event2026-03-31

Filed2026-04-14

ICSH

ISHARES TR

-29.56%

Shares28.6K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

-2.24%

Shares2.5K

Event2026-03-31

Filed2026-04-14

SEAGATE TECHNOLOGY HLDNGS PL

-24.60%

Shares3.5K

Event2026-03-31

Filed2026-04-14

BANK NEW YORK MELLON CORP

-1.31%

Shares11.3K

Event2026-03-31

Filed2026-04-14

ABT

ABBOTT LABORATORIES

-0.45%

Shares13.0K

Event2026-03-31

Filed2026-04-14

KVUE

KENVUE INC

-81.97%

Shares73.6K

Event2026-03-31

Filed2026-04-14

COP

CONOCOPHILLIPS

6.41%

Shares9.2K

Event2026-03-31

Filed2026-04-14

ORCL

ORACLE CORP

-1.83%

Shares8.2K

Event2026-03-31

Filed2026-04-14

TXN

TEXAS INSTRS INC

-1.85%

Shares5.8K

Event2026-03-31

Filed2026-04-14

VLTO

VERALTO CORP

-15.55%

Shares12.4K

Event2026-03-31

Filed2026-04-14

CAH

CARDINAL HEALTH INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-14

VGT

VANGUARD WORLD FD

-10.23%

Shares1.5K

Event2026-03-31

Filed2026-04-14

ADP

AUTOMATIC DATA PROCESSING IN

-32.21%

Shares5.0K

Event2026-03-31

Filed2026-04-14

AT&T INC

-5.03%

Shares35.3K

Event2026-03-31

Filed2026-04-14

CRWD

CROWDSTRIKE HLDGS INC

-10.98%

Shares2.6K

Event2026-03-31

Filed2026-04-14

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

0.19%

Shares14.9K

Event2026-03-31

Filed2026-04-14

MTB

M & T BK CORP

13.39%

Shares4.8K

Event2026-03-31

Filed2026-04-14

GE AEROSPACE

0.55%

Shares3.5K

Event2026-03-31

Filed2026-04-14

BF.B

BROWN FORMAN CORP

-6.44%

Shares37.3K

Event2026-03-31

Filed2026-04-14

APOLLO GLOBAL MGMT INC

-85.66%

Shares8.4K

Event2026-03-31

Filed2026-04-14

SCHX

SCHWAB STRATEGIC TR

-3.10%

Shares36.3K

Event2026-03-31

Filed2026-04-14

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares40.9K

Event2026-03-31

Filed2026-04-14

AOM

ISHARES TR

6.85%

Shares19.1K

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

-2.60%

Shares5.5K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

-15.52%

Shares2.1K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

-9.40%

Shares6.9K

Event2026-03-31

Filed2026-04-14

DOLLAR GEN CORP

20.99%

Shares6.8K

Event2026-03-31

Filed2026-04-14

ASTRAZENECA PLC

New

Shares4.0K

Event2026-03-31

Filed2026-04-14

JEF

JEFFERIES FINANCIAL GROUP IN

-89.08%

Shares19.0K

Event2026-03-31

Filed2026-04-14

PHM

PULTE GROUP INC

19.54%

Shares6.6K

Event2026-03-31

Filed2026-04-14

VTRS

VIATRIS INC

18.12%

Shares56.0K

Event2026-03-31

Filed2026-04-14

MICRON TECHNOLOGY INC

2.68%

Shares2.2K

Event2026-03-31

Filed2026-04-14

DIS

DISNEY WALT CO

-90.93%

Shares7.8K

Event2026-03-31

Filed2026-04-14

BLACKSTONE INC

-16.12%

Shares6.5K

Event2026-03-31

Filed2026-04-14

DEERE & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

-5.01%

Shares14.3K

Event2026-03-31

Filed2026-04-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD BD INDEX FDS

-4.19%

Shares9.1K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

-8.80%

Shares2.9K

Event2026-03-31

Filed2026-04-14

LMT

LOCKHEED MARTIN CORP

-7.13%

Shares1.2K

Event2026-03-31

Filed2026-04-14

COOPER COS INC

New

Shares9.8K

Event2026-03-31

Filed2026-04-14

LULU

LULULEMON ATHLETICA INC

New

Shares4.6K

Event2026-03-31

Filed2026-04-14

PFE

PFIZER INC

-11.78%

Shares24.7K

Event2026-03-31

Filed2026-04-14

CMCSA

COMCAST CORP NEW

11.25%

Shares23.9K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-14

SOLSTICE ADVANCED MATLS INC

-13.08%

Shares8.8K

Event2026-03-31

Filed2026-04-14

HSIC

SCHEIN HENRY INC

6.64%

Shares9.0K

Event2026-03-31

Filed2026-04-14

ZION

ZIONS BANCORPORATION NATL AS

21.09%

Shares11.4K

Event2026-03-31

Filed2026-04-14

HAS

HASBRO INC

22.58%

Shares7.0K

Event2026-03-31

Filed2026-04-14

COCA COLA CO

-5.00%

Shares8.3K

Event2026-03-31

Filed2026-04-14

MOH

MOLINA HEALTHCARE INC

New

Shares4.6K

Event2026-03-31

Filed2026-04-14

JACOBS SOLUTIONS INC

19.50%

Shares4.8K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

-15.32%

Shares4.1K

Event2026-03-31

Filed2026-04-14

COLGATE PALMOLIVE CO

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-14

AKAM

AKAMAI TECHNOLOGIES INC

20.20%

Shares4.9K

Event2026-03-31

Filed2026-04-14

TMO

THERMO FISHER SCIENTIFIC INC

-9.54%

Shares1.1K

Event2026-03-31

Filed2026-04-14

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

UNH

UNITEDHEALTH GROUP INC

-9.86%

Shares2.0K

Event2026-03-31

Filed2026-04-14

NKE

NIKE INC

20.37%

Shares9.9K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-14

JPUS

J P MORGAN EXCHANGE TRADED F

-4.42%

Shares3.9K

Event2026-03-31

Filed2026-04-14

AIZ

ASSURANT INC

21.12%

Shares2.3K

Event2026-03-31

Filed2026-04-14

NVS

NOVARTIS AG

-33.15%

Shares3.3K

Event2026-03-31

Filed2026-04-14

AFL

AFLAC INC

-0.71%

Shares4.5K

Event2026-03-31

Filed2026-04-14

SOLV

SOLVENTUM CORP

20.28%

Shares7.5K

Event2026-03-31

Filed2026-04-14

EXPD

EXPEDITORS INTL WASH INC

22.07%

Shares3.4K

Event2026-03-31

Filed2026-04-14

ITA

ISHARES TR

-2.22%

Shares2.2K

Event2026-03-31

Filed2026-04-14

ARES

ARES MANAGEMENT CORPORATION

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-14

ALTRIA GROUP INC

-0.43%

Shares7.2K

Event2026-03-31

Filed2026-04-14

IWD

ISHARES TR

-90.88%

Shares2.2K

Event2026-03-31

Filed2026-04-14

IVZ

INVESCO LTD

19.82%

Shares19.1K

Event2026-03-31

Filed2026-04-14

ALGN

ALIGN TECHNOLOGY INC

53.81%

Shares2.7K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-3.67%

Shares1.7K

Event2026-03-31

Filed2026-04-14

AYI

ACUITY INC

21.79%

Shares1.6K

Event2026-03-31

Filed2026-04-14

BMY

BRISTOL-MYERS SQUIBB CO

-3.66%

Shares7.2K

Event2026-03-31

Filed2026-04-14

PAYX

PAYCHEX INC

-16.38%

Shares4.6K

Event2026-03-31

Filed2026-04-14

SDY

SPDR SERIES TRUST

-9.34%

Shares2.9K

Event2026-03-31

Filed2026-04-14

VNT

VONTIER CORPORATION

19.03%

Shares11.7K

Event2026-03-31

Filed2026-04-14

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-14

VRSN

VERISIGN INC

24.76%

Shares1.6K

Event2026-03-31

Filed2026-04-14

MMM

3M CO

-6.93%

Shares2.6K

Event2026-03-31

Filed2026-04-14

VISA INC

0.48%

Shares1.2K

Event2026-03-31

Filed2026-04-14

FELG

FIDELITY COVINGTON TRUST

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-14

IBB

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

21.86%

Shares1.9K

Event2026-03-31

Filed2026-04-14

DECK

DECKERS OUTDOOR CORP

New

Shares3.6K

Event2026-03-31

Filed2026-04-14

KMI

KINDER MORGAN INC DEL

-6.00%

Shares10.6K

Event2026-03-31

Filed2026-04-14

ACGL

ARCH CAP GROUP LTD

-12.17%

Shares3.6K

Event2026-03-31

Filed2026-04-14

BIL

SPDR SERIES TRUST

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-14

XLK

SELECT SECTOR SPDR TR

0.09%

Shares2.3K

Event2026-03-31

Filed2026-04-14

EMR

EMERSON ELEC CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-14

MGK

VANGUARD WORLD FD

0.00%

Shares825

Event2026-03-31

Filed2026-04-14

AIG

AMERICAN INTL GROUP INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-14

XLF

SELECT SECTOR SPDR TR

-15.07%

Shares6.0K

Event2026-03-31

Filed2026-04-14

VIGI

VANGUARD WHITEHALL FDS

0.45%

Shares3.3K

Event2026-03-31

Filed2026-04-14

IWV

ISHARES TR

0.00%

Shares777

Event2026-03-31

Filed2026-04-14

QRVO

QORVO INC

21.56%

Shares3.6K

Event2026-03-31

Filed2026-04-14

LAMR

LAMAR ADVERTISING CO

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-14

HDV

ISHARES TR

-0.14%

Shares2.1K

Event2026-03-31

Filed2026-04-14

TORONTO DOMINION BK ONT

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-14

OKE

ONEOK INC NEW

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-14

HUBBELL INC

0.00%

Shares545

Event2026-03-31

Filed2026-04-14

IHE

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-14

ADSK

AUTODESK INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

-9.77%

Shares693

Event2026-03-31

Filed2026-04-14

SRE

SEMPRA

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14

TRV

TRAVELERS COMPANIES INC

-15.80%

Shares874

Event2026-03-31

Filed2026-04-14

CAG

CONAGRA BRANDS INC

18.78%

Shares16.1K

Event2026-03-31

Filed2026-04-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-14

LAMB WESTON HLDGS INC

New

Shares5.7K

Event2026-03-31

Filed2026-04-14

SHOP

SHOPIFY INC

-14.89%

Shares2.0K

Event2026-03-31

Filed2026-04-14

ROK

ROCKWELL AUTOMATION INC

3.65%

Shares653

Event2026-03-31

Filed2026-04-14

GWW

WW GRAINGER INC

-6.55%

Shares214

Event2026-03-31

Filed2026-04-14

ITOT

ISHARES TR

8.91%

Shares1.6K

Event2026-03-31

Filed2026-04-14

AME

AMETEK INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

CIEN

CIENA CORP

New

Shares556

Event2026-03-31

Filed2026-04-14

BIO

BIO RAD LABS INC

0.00%

Shares753

Event2026-03-31

Filed2026-04-14

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-14

ETFS GOLD TR

New

Shares4.7K

Event2026-03-31

Filed2026-04-14

ACCENTURE PLC IRELAND

-46.68%

Shares1.0K

Event2026-03-31

Filed2026-04-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-14

MDLZ

MONDELEZ INTL INC

-26.75%

Shares3.5K

Event2026-03-31

Filed2026-04-14

GATX

GATX CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

XLI

SELECT SECTOR SPDR TR

-22.89%

Shares1.2K

Event2026-03-31

Filed2026-04-14

CITIGROUP INC

-60.57%

Shares1.7K

Event2026-03-31

Filed2026-04-14

SUSB

ISHARES TR

New

Shares7.8K

Event2026-03-31

Filed2026-04-14

UNILEVER PLC

-18.71%

Shares3.4K

Event2026-03-31

Filed2026-04-14

MIDD

MIDDLEBY CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

ROKU

ROKU INC

-6.97%

Shares2.0K

Event2026-03-31

Filed2026-04-14

FDS

FACTSET RESH SYS INC

0.00%

Shares864

Event2026-03-31

Filed2026-04-14

SOUTHERN CO

New

Shares1.9K

Event2026-03-31

Filed2026-04-14

VRE

VERIS RESIDENTIAL INC

New

Shares9.8K

Event2026-03-31

Filed2026-04-14

CFG

CITIZENS FINL GROUP INC

-36.61%

Shares3.1K

Event2026-03-31

Filed2026-04-14

ALLIANCEBERNSTEIN HLDG L P

New

Shares4.9K

Event2026-03-31

Filed2026-04-14

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares625

Event2026-03-31

Filed2026-04-14

PYPL

PAYPAL HLDGS INC

-97.24%

Shares4.0K

Event2026-03-31

Filed2026-04-14

DSI

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-14

FNDX

SCHWAB STRATEGIC TR

-24.88%

Shares6.4K

Event2026-03-31

Filed2026-04-14

MKC

MCCORMICK & CO INC

-10.15%

Shares3.5K

Event2026-03-31

Filed2026-04-14

HP INC

New

Shares9.2K

Event2026-03-31

Filed2026-04-14

CEG

CONSTELLATION ENERGY CORP

-11.41%

Shares629

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

New

Shares587

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

-36.35%

Shares401

Event2026-03-31

Filed2026-04-14

CMI

CUMMINS INC

New

Shares325

Event2026-03-31

Filed2026-04-14

FNDF

SCHWAB STRATEGIC TR

New

Shares3.5K

Event2026-03-31

Filed2026-04-14

KMB

KIMBERLY-CLARK CORP

-13.14%

Shares1.8K

Event2026-03-31

Filed2026-04-14

NUE

NUCOR CORP

New

Shares966

Event2026-03-31

Filed2026-04-14

JCI

JOHNSON CONTROLS INTERNATION

-46.84%

Shares1.2K

Event2026-03-31

Filed2026-04-14

SLB

SLB LIMITED

New

Shares3.2K

Event2026-03-31

Filed2026-04-14

FLS

FLOWSERVE CORP

New

Shares2.2K

Event2026-03-31

Filed2026-04-14

IDV

ISHARES TR

New

Shares3.8K

Event2026-03-31

Filed2026-04-14

DLN

WISDOMTREE TR

New

Shares1.8K

Event2026-03-31

Filed2026-04-14

REALTY INCOME CORP

New

Shares2.6K

Event2026-03-31

Filed2026-04-14

EXG

EATON VANCE TAX-MANAGED GLOB

11.81%

Shares18.2K

Event2026-03-31

Filed2026-04-14

IOO

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

AON PLC

-20.53%

Shares484

Event2026-03-31

Filed2026-04-14

IEMG

ISHARES INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-14

ALLE

ALLEGION PLC

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

XLE

SELECT SECTOR SPDR TR

New

Shares2.5K

Event2026-03-31

Filed2026-04-14

XEL

XCEL ENERGY INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-14

NFG

NATIONAL FUEL GAS CO

New

Shares1.6K

Event2026-03-31

Filed2026-04-14

CSX

CSX CORP

New

Shares3.6K

Event2026-03-31

Filed2026-04-14

GLP

GLOBAL PARTNERS LP

-50.00%

Shares3.5K

Event2026-03-31

Filed2026-04-14

CONSOLIDATED EDISON INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

J P MORGAN EXCHANGE TRADED F

New

Shares2.1K

Event2026-03-31

Filed2026-04-14

PCYO

PURE CYCLE CORP

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-14

RJF

RAYMOND JAMES FINL INC

New

Shares975

Event2026-03-31

Filed2026-04-14

IGE

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-14

JXI

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-14

ETY

EATON VANCE TAX-MANAGED DIVE

New

Shares10.0K

Event2026-03-31

Filed2026-04-14

BLOOM ENERGY CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-14

ZTS

ZOETIS INC

-50.20%

Shares1.1K

Event2026-03-31

Filed2026-04-14

TTD

THE TRADE DESK INC

-95.22%

Shares5.9K

Event2026-03-31

Filed2026-04-14

EPS

WISDOMTREE TR

New

Shares1.9K

Event2026-03-31

Filed2026-04-14

XLU

SELECT SECTOR SPDR TR

-43.24%

Shares2.9K

Event2026-03-31

Filed2026-04-14

BEP

BROOKFIELD RENEWABLE ENERGY

New

Shares4.0K

Event2026-03-31

Filed2026-04-14

LAM RESEARCH CORP

-62.26%

Shares600

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-14

VIS

VANGUARD WORLD FD

New

Shares409

Event2026-03-31

Filed2026-04-14

NOBL

PROSHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

GENERAL DYNAMICS CORP

New

Shares369

Event2026-03-31

Filed2026-04-14

OMC

OMNICOM GROUP INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-14

IWF

ISHARES TR

New

Shares293

Event2026-03-31

Filed2026-04-14

SCHG

SCHWAB STRATEGIC TR

New

Shares4.3K

Event2026-03-31

Filed2026-04-14

PPG

PPG INDS INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

AHCO

ADAPTHEALTH CORP

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-14

GEHC

GE HEALTHCARE TECHNOLOGIES I

New

Shares1.7K

Event2026-03-31

Filed2026-04-14

WPC

WP CAREY INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-14

OCUL

OCULAR THERAPEUTIX INC

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-14

KLAC

KLA CORP

New

Shares80

Event2026-03-31

Filed2026-04-14

IYF

ISHARES TR

New

Shares1.0K

Event2026-03-31

Filed2026-04-14

FCX

FREEPORT MCMORAN INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

DVY

ISHARES TR

New

Shares750

Event2026-03-31

Filed2026-04-14

NHI

NATIONAL HEALTH INVS INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-14

ARCC

ARES CAPITAL CORP

New

Shares6.1K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

New

Shares2.2K

Event2026-03-31

Filed2026-04-14

AEP

AMERICAN ELEC PWR CO INC

New

Shares825

Event2026-03-31

Filed2026-04-14

DGRO

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-14

SHEL

SHELL PLC

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

BSX

BOSTON SCIENTIFIC CORP

-50.39%

Shares1.7K

Event2026-03-31

Filed2026-04-14

GAB

GABELLI EQUITY TR INC

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-14

UCB

UNITED CMNTY BKS BLAIRSVLE G

New

Shares3.3K

Event2026-03-31

Filed2026-04-14

IWN

ISHARES TR

New

Shares553

Event2026-03-31

Filed2026-04-14

DEM

WISDOMTREE TR

New

Shares2.1K

Event2026-03-31

Filed2026-04-14

FORD MTR CO

New

Shares9.0K

Event2026-03-31

Filed2026-04-14

LANDBRIDGE COMPANY LLC

New

Shares1.5K

Event2026-03-31

Filed2026-04-14

AMERICA MOVIL SAB DE CV

New

Shares3.9K

Event2026-03-31

Filed2026-04-14

J P MORGAN EXCHANGE TRADED F

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

STLD

STEEL DYNAMICS INC

New

Shares550

Event2026-03-31

Filed2026-04-14

DOW

DOW HLDGS INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-14

RWJ

INVESCO EXCH TRADED FD TR II

New

Shares1.9K

Event2026-03-31

Filed2026-04-14

TER

TERADYNE INC

New

Shares327

Event2026-03-31

Filed2026-04-14

MGV

VANGUARD WORLD FD

New

Shares667

Event2026-03-31

Filed2026-04-14

VMI

VALMONT INDS INC

New

Shares240

Event2026-03-31

Filed2026-04-14

SCHA

SCHWAB STRATEGIC TR

New

Shares3.3K

Event2026-03-31

Filed2026-04-14

MKL

MARKEL GROUP INC

New

Shares50

Event2026-03-31

Filed2026-04-14

TOL

TOLL BROTHERS INC

New

Shares700

Event2026-03-31

Filed2026-04-14

IGSB

ISHARES TR

New

Shares1.8K

Event2026-03-31

Filed2026-04-14

MTUM

ISHARES TR

New

Shares389

Event2026-03-31

Filed2026-04-14

AJG

GALLAGHER ARTHUR J & CO

New

Shares431

Event2026-03-31

Filed2026-04-14

LECO

LINCOLN ELEC HLDGS INC

New

Shares371

Event2026-03-31

Filed2026-04-14

MET

METLIFE INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

COF

CAPITAL ONE FINL CORP

New

Shares500

Event2026-03-31

Filed2026-04-14

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares222

Event2026-03-31

Filed2026-04-14

GDV

GABELLI DIVID & INCOME TR

New

Shares3.4K

Event2026-03-31

Filed2026-04-14

SYY

SYSCO CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

SMG

SCOTTS MIRACLE-GRO CO

New

Shares1.5K

Event2026-03-31

Filed2026-04-14

IGM

ISHARES TR

New

Shares750

Event2026-03-31

Filed2026-04-14

PLTR

PALANTIR TECHNOLOGIES INC

-64.98%

Shares601

Event2026-03-31

Filed2026-04-14

PRU

PRUDENTIAL FINL INC

New

Shares895

Event2026-03-31

Filed2026-04-14

GRMN

GARMIN LTD

New

Shares375

Event2026-03-31

Filed2026-04-14

STT

STATE STR CORP

New

Shares670

Event2026-03-31

Filed2026-04-14

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

ESS

ESSEX PPTY TR INC

New

Shares350

Event2026-03-31

Filed2026-04-14

CSL

CARLISLE COS INC

New

Shares250

Event2026-03-31

Filed2026-04-14

VBK

VANGUARD INDEX FDS

New

Shares275

Event2026-03-31

Filed2026-04-14

GBTC

GRAYSCALE BITCOIN TRUST ETF

New

Shares1.6K

Event2026-03-31

Filed2026-04-14

INTC

INTEL CORP

New

Shares1.8K

Event2026-03-31

Filed2026-04-14

NVT

NVENT ELEC PLC

New

Shares661

Event2026-03-31

Filed2026-04-14

KRE

SPDR SERIES TRUST

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

MSCI

MSCI INC

New

Shares145

Event2026-03-31

Filed2026-04-14

DAL

DELTA AIR LINES INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

BDJ

BLACKROCK ENHANCED EQUITY DI

New

Shares9.0K

Event2026-03-31

Filed2026-04-14

VTR

VENTAS INC

New

Shares945

Event2026-03-31

Filed2026-04-14

EXC

EXELON CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-14

MEDTRONIC PLC

New

Shares865

Event2026-03-31

Filed2026-04-14

OTIS

OTIS WORLDWIDE CORP

New

Shares972

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

New

Shares374

Event2026-03-31

Filed2026-04-14

DEO

DIAGEO PLC

New

Shares981

Event2026-03-31

Filed2026-04-14

ADM

ARCHER DANIELS MIDLAND CO

New

Shares991

Event2026-03-31

Filed2026-04-14

VDC

VANGUARD WORLD FD

New

Shares321

Event2026-03-31

Filed2026-04-14

IVE

ISHARES TR

New

Shares337

Event2026-03-31

Filed2026-04-14

PROSHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

TDIV

FIRST TR EXCHANGE TRADED FD

New

Shares750

Event2026-03-31

Filed2026-04-14

DTD

WISDOMTREE TR

New

Shares810

Event2026-03-31

Filed2026-04-14

ALNY

ALNYLAM PHARMACEUTICALS INC

New

Shares210

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

New

Shares715

Event2026-03-31

Filed2026-04-14

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares1.8K

Event2026-03-31

Filed2026-04-14

PAG

PENSKE AUTOMOTIVE GRP INC

New

Shares455

Event2026-03-31

Filed2026-04-14

TFC

TRUIST FINL CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-14

GPC

GENUINE PARTS CO

New

Shares639

Event2026-03-31

Filed2026-04-14

PSX

PHILLIPS 66

New

Shares370

Event2026-03-31

Filed2026-04-14

WBD

WARNER BROS DISCOVERY INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-14

HAWAIIAN ELEC INDS INC MTN B

New

Shares4.5K

Event2026-03-31

Filed2026-04-14

OXY

OCCIDENTAL PETE CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-14

BDX

BECTON DICKINSON & CO

New

Shares421

Event2026-03-31

Filed2026-04-14

WFC

WELLS FARGO & CO

New

Shares828

Event2026-03-31

Filed2026-04-14

UPS

UNITED PARCEL SVCS INC

New

Shares670

Event2026-03-31

Filed2026-04-14

SLF

SUN LIFE FINANCIAL INC.

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

UGI

UGI CORP NEW

New

Shares1.8K

Event2026-03-31

Filed2026-04-14

LOEWS CORP

-89.05%

Shares613

Event2026-03-31

Filed2026-04-14

ASGI

ABRDN GLOBAL INFRA INCOME FU

New

Shares2.9K

Event2026-03-31

Filed2026-04-14

SMOG

VANECK ETF TRUST

New

Shares465

Event2026-03-31

Filed2026-04-14

DOCU

DOCUSIGN INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-14

VDE

VANGUARD WORLD FD

New

Shares372

Event2026-03-31

Filed2026-04-14

IYW

ISHARES TR

New

Shares352

Event2026-03-31

Filed2026-04-14

IGF

ISHARES TR

New

Shares940

Event2026-03-31

Filed2026-04-14

TRANE TECHNOLOGIES PLC

New

Shares150

Event2026-03-31

Filed2026-04-14

CARR

CARRIER GLOBAL CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

PVAL

PUTNAM ETF TRUST

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

XLB

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares1.6K

Event2026-03-31

Filed2026-04-14

DGX

QUEST DIAGNOSTICS INC

New

Shares310

Event2026-03-31

Filed2026-04-14

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares100

Event2026-03-31

Filed2026-04-14

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares175

Event2026-03-31

Filed2026-04-14

DOC

HEALTHPEAK PROPERTIES INC

New

Shares3.7K

Event2026-03-31

Filed2026-04-14

WAT

WATERS CORP

New

Shares201

Event2026-03-31

Filed2026-04-14

TGT

TARGET CORP

New

Shares492

Event2026-03-31

Filed2026-04-14

DKS

DICKS SPORTING GOODS INC

New

Shares300

Event2026-03-31

Filed2026-04-14

RYDER SYS INC

New

Shares290

Event2026-03-31

Filed2026-04-14

CVS

CVS HEALTH CORP

New

Shares825

Event2026-03-31

Filed2026-04-14

PCAR

PACCAR INC

New

Shares505

Event2026-03-31

Filed2026-04-14

CRH PLC

New

Shares550

Event2026-03-31

Filed2026-04-14

DHS

WISDOMTREE TR

New

Shares525

Event2026-03-31

Filed2026-04-14

LNG

CHENIERE ENERGY INC

New

Shares200

Event2026-03-31

Filed2026-04-14

ROL

ROLLINS INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

BCE

BCE INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-14

VICI

VICI PPTYS INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-14

BIDU

BAIDU INC

New

Shares500

Event2026-03-31

Filed2026-04-14

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares600

Event2026-03-31

Filed2026-04-14

RSPM

INVESCO EXCHANGE TRADED FD T

New

Shares1.4K

Event2026-03-31

Filed2026-04-14

AVT

AVNET INC

New

Shares870

Event2026-03-31

Filed2026-04-14

BBAX

J P MORGAN EXCHANGE TRADED F

New

Shares885

Event2026-03-31

Filed2026-04-14

BLACKROCK INC

New

Shares54

Event2026-03-31

Filed2026-04-14

ESP

ESPEY MFG & ELECTRS CORP

New

Shares925

Event2026-03-31

Filed2026-04-14

NFLX

NETFLIX INC.

New

Shares530

Event2026-03-31

Filed2026-04-14

FIRST TR EXCHANGE TRADED FD

New

Shares838

Event2026-03-31

Filed2026-04-14

RB GLOBAL INC

New

Shares510

Event2026-03-31

Filed2026-04-14

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares3.0K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

ARKQ

ARK ETF TR

New

Shares427

Event2026-03-31

Filed2026-04-14

WFC-PL

WELLS FARGO & CO

New

Shares42

Event2026-03-31

Filed2026-04-14

XAR

SPDR SERIES TRUST

New

Shares188

Event2026-03-31

Filed2026-04-14

ETHE

GRAYSCALE ETHEREUM STAKING E

New

Shares2.8K

Event2026-03-31

Filed2026-04-14

AIVL

WISDOMTREE TR

New

Shares408

Event2026-03-31

Filed2026-04-14

ATO

ATMOS ENERGY CORP

New

Shares254

Event2026-03-31

Filed2026-04-14

RRX

REGAL REXNORD CORPORATION

New

Shares250

Event2026-03-31

Filed2026-04-14

VLY

VALLEY NATL BANCORP

New

Shares3.8K

Event2026-03-31

Filed2026-04-14

SPHB

INVESCO EXCH TRADED FD TR II

New

Shares403

Event2026-03-31

Filed2026-04-14

GIS

GENERAL MILLS INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

RELIANCE INC

New

Shares150

Event2026-03-31

Filed2026-04-14

GRNY

TIDAL TRUST I

New

Shares1.9K

Event2026-03-31

Filed2026-04-14

EBAY

EBAY INC.

New

Shares499

Event2026-03-31

Filed2026-04-14

IVES

WEDBUSH SER TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-14

VCR

VANGUARD WORLD FD

New

Shares125

Event2026-03-31

Filed2026-04-14

SLV

ISHARES SILVER TR

New

Shares659

Event2026-03-31

Filed2026-04-14

VNQI

VANGUARD INTL EQUITY INDEX F

New

Shares981

Event2026-03-31

Filed2026-04-14

TE CONNECTIVITY PLC

New

Shares208

Event2026-03-31

Filed2026-04-14

FIRST CTZNS BANCSHARES INC D

New

Shares23

Event2026-03-31

Filed2026-04-14

IUSG

ISHARES TR

New

Shares275

Event2026-03-31

Filed2026-04-14

ONEQ

FIDELITY COMWLTH TR

New

Shares501

Event2026-03-31

Filed2026-04-14

CROWN CASTLE INC

New

Shares522

Event2026-03-31

Filed2026-04-14

ODC

OIL DRI CORP AMER

New

Shares650

Event2026-03-31

Filed2026-04-14

THOMSON REUTERS CORP

New

Shares469

Event2026-03-31

Filed2026-04-14

MSI

MOTOROLA SOLUTIONS INC

New

Shares97

Event2026-03-31

Filed2026-04-14

FNDE

SCHWAB STRATEGIC TR

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

MCHP

MICROCHIP TECHNOLOGY INC.

New

Shares650

Event2026-03-31

Filed2026-04-14

QSR

RESTAURANT BRANDS INTL INC

New

Shares568

Event2026-03-31

Filed2026-04-14

XLY

SELECT SECTOR SPDR TR

New

Shares384

Event2026-03-31

Filed2026-04-14

MUNI

PIMCO ETF TR

New

Shares800

Event2026-03-31

Filed2026-04-14

VNQ

VANGUARD INDEX FDS

New

Shares470

Event2026-03-31

Filed2026-04-14

PNC

PNC FINL SVCS GROUP INC

New

Shares200

Event2026-03-31

Filed2026-04-14

EVER

EVERQUOTE INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-14

DLS

WISDOMTREE TR

New

Shares500

Event2026-03-31

Filed2026-04-14

MLM

MARTIN MARIETTA MATLS INC

New

Shares68

Event2026-03-31

Filed2026-04-14

BROOKFIELD RENEWABLE CORP

New

Shares993

Event2026-03-31

Filed2026-04-14

HAL

HALLIBURTON CO

New

Shares1.0K

Event2026-03-31

Filed2026-04-14

FCOM

FIDELITY COVINGTON TRUST

New

Shares572

Event2026-03-31

Filed2026-04-14

ULTA

ULTA BEAUTY INC

New

Shares74

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

New

Shares821

Event2026-03-31

Filed2026-04-14

DOMINION ENERGY INC

New

Shares620

Event2026-03-31

Filed2026-04-14

KROGER CO

New

Shares525

Event2026-03-31

Filed2026-04-14

SPYV

SPDR SERIES TRUST

New

Shares671

Event2026-03-31

Filed2026-04-14

MGC

VANGUARD WORLD FD

New

Shares159

Event2026-03-31

Filed2026-04-14

WST

WEST PHARMACEUTICAL SVSC INC

New

Shares149

Event2026-03-31

Filed2026-04-14

FNCL

FIDELITY COVINGTON TRUST

New

Shares521

Event2026-03-31

Filed2026-04-14

AREC

AMERICAN RES CORP

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-14

STANLEY BLACK & DECKER INC

New

Shares510

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

New

Shares760

Event2026-03-31

Filed2026-04-14

CANADIAN PACIFIC KANSAS CITY

New

Shares454

Event2026-03-31

Filed2026-04-14

BALL

BALL CORP

New

Shares600

Event2026-03-31

Filed2026-04-14

BNS

BANK NOVA SCOTIA B C

New

Shares500

Event2026-03-31

Filed2026-04-14

BBEU

J P MORGAN EXCHANGE TRADED F

New

Shares476

Event2026-03-31

Filed2026-04-14

GAP

GAP INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-14

SIMO

SILICON MOTION TECHNOLOGY CO

New

Shares300

Event2026-03-31

Filed2026-04-14

MMC

MARSH & MCLENNAN COS INC

New

Shares194

Event2026-03-31

Filed2026-04-14

LABCORP HOLDINGS INC

New

Shares125

Event2026-03-31

Filed2026-04-14

PATK

PATRICK INDS INC

New

Shares300

Event2026-03-31

Filed2026-04-14

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares200

Event2026-03-31

Filed2026-04-14

BSVN

BANK7 CORP

New

Shares830

Event2026-03-31

Filed2026-04-14

NICE

NICE LTD

New

Shares300

Event2026-03-31

Filed2026-04-14

SUNCOR ENERGY INC NEW

New

Shares500

Event2026-03-31

Filed2026-04-14

FLAGSTAR BANK NATIONAL ASSOC

New

Shares2.5K

Event2026-03-31

Filed2026-04-14

XNTK

SPDR SERIES TRUST

New

Shares123

Event2026-03-31

Filed2026-04-14

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares188

Event2026-03-31

Filed2026-04-14

VXUS

VANGUARD STAR FDS

New

Shares402

Event2026-03-31

Filed2026-04-14

CELANESE CORP DEL

New

Shares468

Event2026-03-31

Filed2026-04-14

TXT

TEXTRON INC

New

Shares350

Event2026-03-31

Filed2026-04-14

SCHW

SCHWAB CHARLES CORP

New

Shares324

Event2026-03-31

Filed2026-04-14

DELL

DELL TECHNOLOGIES INC

New

Shares180

Event2026-03-31

Filed2026-04-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T45.8K shares2444.44%2026-03-312026-04-14

SPY Put

STATE STR SPDR S&P 500 ETF T

2444.44%

Shares45.8K

Event2026-03-31

Filed2026-04-14