Sponsored
The Analysis of BURNS J W & CO INC/NY's Holdings & P&L
Currently, BURNS J W & CO INC/NY holds 183 types of securities in its portfolio with a total value $872.8M. In the most recent quarter, they have increased their positions in VYMI (+27.6K shares, valued at $2.6M), IGSB (+38.7K shares, valued at $2.0M), N/A (+22.6K shares, valued at $2.0M); decreased their positions in MSFT (-8.2K shares, valued at $3.1M), PAYX (-17.4K shares, valued at $1.6M), AAPL (-5.4K shares, valued at $1.4M); initiated new positions in NUDM (+11.0K shares, valued at $397.2K), EFAX (+4.5K shares, valued at $226.4K), COKE (+1.1K shares, valued at $220.1K).
1M P&L
+19.3M+2.39%
3M P&L
+21.9M+2.71%
HY P&L
+46.3M+5.92%
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/A216.3M
28.4%
2Consumer Electronics76.7M
10.1%
3Software - Infrastructure54.3M
7.1%
Top Industries by Stock Count
1N/A47 stocks
28.1%
2Drug Manufacturers - General7 stocks
4.2%
3Aerospace & Defense6 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF13.6K shares1.88%2026-03-312026-04-17
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
EFAX STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF4.5K sharesnew addition2026-03-312026-04-17
Sponsored
AAPL
-1.77%APPLE INC
Shares302.2K
Event2026-03-31
Filed2026-04-17
MSFT
-6.42%MICROSOFT CORP
Shares120.3K
Event2026-03-31
Filed2026-04-17
ALPHABET CLASS C
-2.03%ALPHABET CLASS C
Shares136.6K
Event2026-03-31
Filed2026-04-17
V
-2.78%VISA INC
Shares104.1K
Event2026-03-31
Filed2026-04-17
VYMI
9.02%VANGUARD INTERNATIONAL DIVIDEND ETF
Shares333.8K
Event2026-03-31
Filed2026-04-17
VTI
3.15%VANGUARD TOTAL STOCK MARKET ETF
Shares97.1K
Event2026-03-31
Filed2026-04-17
AMZN
1.62%AMAZON INC
Shares139.9K
Event2026-03-31
Filed2026-04-17
NASDAQ 100 ETF
-1.91%NASDAQ 100 ETF
Shares45.1K
Event2026-03-31
Filed2026-04-17
NVDA
1.76%NVIDIA CORPORATION COM
Shares137.9K
Event2026-03-31
Filed2026-04-17
JPM
-0.05%JPMORGAN CHASE & CO COM
Shares79.2K
Event2026-03-31
Filed2026-04-17
VIG
2.10%VANGUARD DIVIDEND APPRECIATION ETF
Shares105.4K
Event2026-03-31
Filed2026-04-17
IJH
4.65%ISHARES CORE S&P MID-CAP ETF
Shares303.6K
Event2026-03-31
Filed2026-04-17
BERKSHIRE HATHAWAY B
-0.62%BERKSHIRE HATHAWAY B
Shares41.7K
Event2026-03-31
Filed2026-04-17
RTX
-0.98%RTX CORPORATION COM
Shares76.7K
Event2026-03-31
Filed2026-04-17
NFLX
2.97%NETFLIX INC. COM
Shares152.1K
Event2026-03-31
Filed2026-04-17
COST
1.00%COSTCO WHOLESALE
Shares14.5K
Event2026-03-31
Filed2026-04-17
CVX
-0.15%CHEVRON CORP
Shares67.3K
Event2026-03-31
Filed2026-04-17
MCD
-0.84%MCDONALDS CORP COM
Shares44.7K
Event2026-03-31
Filed2026-04-17
JNJ
0.13%JOHNSON & JOHNSON COM
Shares54.2K
Event2026-03-31
Filed2026-04-17
MS
-0.69%MORGAN STANLEY COM NEW
Shares66.0K
Event2026-03-31
Filed2026-04-17
META
1.29%META PLATFORMS INC CL A
Shares18.9K
Event2026-03-31
Filed2026-04-17
IJR
4.43%ISHARES CORE S&P SMALL-CAP ETF
Shares86.7K
Event2026-03-31
Filed2026-04-17
WM
0.63%WASTE MANAGEMENT INC
Shares46.7K
Event2026-03-31
Filed2026-04-17
VYM
20.16%VANGUARD HIGH DIVIDEND ETF
Shares71.5K
Event2026-03-31
Filed2026-04-17
VXUS
16.78%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares116.0K
Event2026-03-31
Filed2026-04-17
IGSB
29.92%ISHARES SHORT-TERM BOND ETF
Shares167.8K
Event2026-03-31
Filed2026-04-17
SYK
0.80%STRYKER CORPORATION COM
Shares26.4K
Event2026-03-31
Filed2026-04-17
PEP
-2.51%PEPSICO INC
Shares54.8K
Event2026-03-31
Filed2026-04-17
SPY
-2.49%SPDR S&P 500 ETF
Shares12.5K
Event2026-03-31
Filed2026-04-17
AMGN
1.29%AMGEN INC COM
Shares22.9K
Event2026-03-31
Filed2026-04-17
XLI
0.08%S&P INDUSTRIAL SECTOR ETF
Shares48.8K
Event2026-03-31
Filed2026-04-17
DE
-4.50%DEERE & CO COM
Shares14.0K
Event2026-03-31
Filed2026-04-17
ISRG
-0.47%INTUITIVE SURGICAL INC COM NEW
Shares17.1K
Event2026-03-31
Filed2026-04-17
PG
-2.84%PROCTER & GAMBLE CO COM
Shares52.7K
Event2026-03-31
Filed2026-04-17
DHR
1.87%DANAHER CORP DEL COM
Shares40.1K
Event2026-03-31
Filed2026-04-17
ABBV
0.42%ABBVIE INC
Shares33.9K
Event2026-03-31
Filed2026-04-17
XLK
1.59%S&P TECHNOLOGY SECTOR ETF
Shares54.0K
Event2026-03-31
Filed2026-04-17
ALPHABET CLASS A
-2.15%ALPHABET CLASS A
Shares21.6K
Event2026-03-31
Filed2026-04-17
XOM
1.15%EXXON MOBIL CORP COM
Shares34.8K
Event2026-03-31
Filed2026-04-17
NSC
1.83%NORFOLK SOUTHN CORP COM
Shares20.3K
Event2026-03-31
Filed2026-04-17
PANW
-5.10%PALO ALTO NETWORKS INC COM
Shares35.1K
Event2026-03-31
Filed2026-04-17
ISHARES GOLD ETF
55.39%ISHARES GOLD ETF
Shares63.4K
Event2026-03-31
Filed2026-04-17
XLF
-2.51%S&P FINANCIAL SECTOR ETF
Shares111.1K
Event2026-03-31
Filed2026-04-17
TMO
2.03%THERMO FISHER SCIENTIFIC INC COM
Shares10.9K
Event2026-03-31
Filed2026-04-17
LOW
1.28%LOWES COS INC COM
Shares22.3K
Event2026-03-31
Filed2026-04-17
BROADCOM INC COM
-2.73%BROADCOM INC COM
Shares16.9K
Event2026-03-31
Filed2026-04-17
LQD
11.84%ISHARES INVESTMENT GRADE CORPORATE BOND ETF
Shares46.0K
Event2026-03-31
Filed2026-04-17
HD
0.51%HOME DEPOT INC COM
Shares14.9K
Event2026-03-31
Filed2026-04-17
IJS
2.52%ISHARES SMALL CAP VALUE ETF
Shares40.0K
Event2026-03-31
Filed2026-04-17
KO
0.31%COCA COLA CO COM
Shares59.0K
Event2026-03-31
Filed2026-04-17
SBUX
-3.96%STARBUCKS CORP COM
Shares48.9K
Event2026-03-31
Filed2026-04-17
LLY
-2.04%ELI LILLY & CO COM
Shares4.3K
Event2026-03-31
Filed2026-04-17
HYG
44.87%ISHARES HIGH YIELD CORPORATE BOND ETF
Shares45.0K
Event2026-03-31
Filed2026-04-17
CME
-2.72%CME GROUP INC COM
Shares11.7K
Event2026-03-31
Filed2026-04-17
PLTR
-2.77%PALANTIR TECHNOLOGIES INC CL A
Shares23.1K
Event2026-03-31
Filed2026-04-17
URI
0.00%UNITED RENTALS INC COM
Shares4.6K
Event2026-03-31
Filed2026-04-17
AMAT
0.27%APPLIED MATLS INC COM
Shares9.2K
Event2026-03-31
Filed2026-04-17
SPHQ
0.01%S&P 500 QUALITY ETF
Shares38.0K
Event2026-03-31
Filed2026-04-17
TJX
0.74%TJX COS INC NEW COM
Shares17.9K
Event2026-03-31
Filed2026-04-17
XLE
3.75%S&P ENERGY SECTOR ETF
Shares46.2K
Event2026-03-31
Filed2026-04-17
YUM
-0.28%YUM BRANDS INC COM
Shares17.9K
Event2026-03-31
Filed2026-04-17
DELL
27.27%DELL TECHNOLOGIES INC CL C
Shares15.9K
Event2026-03-31
Filed2026-04-17
INVESCO S&P 500 EQUAL WEIGHT ETF
1.88%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares13.6K
Event2026-03-31
Filed2026-04-17
PAYX
-38.76%PAYCHEX INC COM
Shares27.5K
Event2026-03-31
Filed2026-04-17
PM
-8.84%PHILIP MORRIS INTL INC COM
Shares14.8K
Event2026-03-31
Filed2026-04-17
BA
0.33%BOEING CO COM
Shares12.2K
Event2026-03-31
Filed2026-04-17
LAM RESEARCH CORP COM NEW
0.17%LAM RESEARCH CORP COM NEW
Shares11.2K
Event2026-03-31
Filed2026-04-17
ANGL
15.14%VANECK FALLEN ANGEL HIGH YIELD BOND ETF
Shares75.1K
Event2026-03-31
Filed2026-04-17
PWR
0.00%QUANTA SVCS INC COM
Shares3.9K
Event2026-03-31
Filed2026-04-17
DIS
-15.05%WALT DISNEY CO
Shares22.1K
Event2026-03-31
Filed2026-04-17
WCN
0.00%WASTE CONNECTIONS INC COM
Shares12.5K
Event2026-03-31
Filed2026-04-17
CWB
7.92%SPDR CONVERTIBLE SECURITIES ETF
Shares21.2K
Event2026-03-31
Filed2026-04-17
ICE
0.57%INTERCONTINENTAL EXCHANGE INC COM
Shares12.2K
Event2026-03-31
Filed2026-04-17
IBB
-6.10%ISHARES BIOTECHNOLOGY ETF
Shares11.2K
Event2026-03-31
Filed2026-04-17
CASY
103.49%CASEYS GENERAL STORES
Shares2.4K
Event2026-03-31
Filed2026-04-17
CAT
-13.86%CATERPILLAR INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-17
COF
0.00%CAPITAL ONE FINL CORP COM
Shares9.6K
Event2026-03-31
Filed2026-04-17
IWF
-0.61%ISHARES RUSSELL 1000 GROWTH ETF
Shares4.1K
Event2026-03-31
Filed2026-04-17
BND
-2.62%VANGUARD TOTAL BOND ETF
Shares22.8K
Event2026-03-31
Filed2026-04-17
BMY
-3.91%BRISTOL-MYERS SQUIBB CO COM
Shares27.1K
Event2026-03-31
Filed2026-04-17
ITA
-1.40%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares7.2K
Event2026-03-31
Filed2026-04-17
ABT
-2.89%ABBOTT LABORATORIES COM
Shares15.3K
Event2026-03-31
Filed2026-04-17
GLW
-6.88%CORNING INC COM
Shares11.5K
Event2026-03-31
Filed2026-04-17
CHD
-6.72%CHURCH & DWIGHT CO INC COM
Shares16.6K
Event2026-03-31
Filed2026-04-17
TSLA
1.13%TESLA INC COM
Shares3.8K
Event2026-03-31
Filed2026-04-17
ADSK
0.00%AUTODESK INC COM
Shares5.9K
Event2026-03-31
Filed2026-04-17
GLD
-7.60%SPDR GOLD SHARES
Shares3.2K
Event2026-03-31
Filed2026-04-17
VTV
0.66%VANGUARD VALUE ETF
Shares6.9K
Event2026-03-31
Filed2026-04-17
VZ
-21.29%VERIZON COMMUNICATIONS INC COM
Shares26.5K
Event2026-03-31
Filed2026-04-17
MPC
-4.01%MARATHON PETE CORP COM
Shares5.4K
Event2026-03-31
Filed2026-04-17
SO
-8.41%SOUTHERN CO COM
Shares13.2K
Event2026-03-31
Filed2026-04-17
APH
1.77%AMPHENOL CORP CL A
Shares10.0K
Event2026-03-31
Filed2026-04-17
UNP
2.02%UNION PAC CORP COM
Shares5.1K
Event2026-03-31
Filed2026-04-17
NEE
-0.19%NEXTERA ENERGY INC COM
Shares12.9K
Event2026-03-31
Filed2026-04-17
HSY
3.21%HERSHEY CO COM
Shares5.7K
Event2026-03-31
Filed2026-04-17
VANGUARD S&P 500 ETF
-0.66%VANGUARD S&P 500 ETF
Shares1.9K
Event2026-03-31
Filed2026-04-17
IVW
-1.43%ISHARES S&P 500 GROWTH ETF
Shares9.3K
Event2026-03-31
Filed2026-04-17
FDX
0.00%FEDEX CORP COM
Shares2.7K
Event2026-03-31
Filed2026-04-17
TRV
-0.76%TRAVELERS COMPANIES INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-17
MTB
-11.28%M & T BK CORP COM
Shares4.6K
Event2026-03-31
Filed2026-04-17
MO
-12.64%ALTRIA GROUP INC COM
Shares13.7K
Event2026-03-31
Filed2026-04-17
CLX
-3.52%CLOROX CO DEL COM
Shares8.6K
Event2026-03-31
Filed2026-04-17
ZTS
-29.64%ZOETIS INC CL A
Shares7.5K
Event2026-03-31
Filed2026-04-17
MERCK & CO INC COM
-10.24%MERCK & CO INC COM
Shares7.2K
Event2026-03-31
Filed2026-04-17
IBM
15.46%INTERNATIONAL BUSINESS MACHS COM
Shares3.5K
Event2026-03-31
Filed2026-04-17
IYW
-0.22%ISHARES U.S. TECHNOLOGY ETF
Shares4.6K
Event2026-03-31
Filed2026-04-17
PFE
0.00%PFIZER INC COM
Shares29.7K
Event2026-03-31
Filed2026-04-17
LMT
-16.27%LOCKHEED MARTIN CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-17
IWV
0.00%ISHARES RUSSELL 3000 ETF
Shares2.1K
Event2026-03-31
Filed2026-04-17
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares4.9K
Event2026-03-31
Filed2026-04-17
MET
-5.29%METLIFE INC COM
Shares10.3K
Event2026-03-31
Filed2026-04-17
CHY
-19.41%CALAMOS CONV & HIGH INCOME FD COM SHS
Shares66.3K
Event2026-03-31
Filed2026-04-17
BLACKROCK INC COM
-11.82%BLACKROCK INC COM
Shares746
Event2026-03-31
Filed2026-04-17
ORCL
20.68%ORACLE CORP COM
Shares4.8K
Event2026-03-31
Filed2026-04-17
HCA
0.00%HCA HEALTHCARE INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-17
CSCO
-12.80%CISCO SYS INC COM
Shares9.0K
Event2026-03-31
Filed2026-04-17
SDY
-5.17%STATE STREET SPDR S&P DIVIDEND ETF
Shares4.7K
Event2026-03-31
Filed2026-04-17
RACE
-4.93%FERRARI N V COM
Shares2.0K
Event2026-03-31
Filed2026-04-17
ADP
0.00%AUTOMATIC DATA PROCESSING INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-17
DIA
-0.14%SPDR DOW JONES ETF
Shares1.4K
Event2026-03-31
Filed2026-04-17
WMT
0.00%WALMART INC COM
Shares5.2K
Event2026-03-31
Filed2026-04-17
GPI
0.00%GROUP 1 AUTOMOTIVE INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-17
DSI
0.00%MSCI 400 SOCIAL RESPONSIBLE ETF
Shares5.2K
Event2026-03-31
Filed2026-04-17
AZO
0.00%AUTOZONE INC COM
Shares175
Event2026-03-31
Filed2026-04-17
INTC
-0.90%INTEL CORP COM
Shares13.2K
Event2026-03-31
Filed2026-04-17
XLY
-2.57%S&P CONSUMER DISCRETIONARY SECTOR ETF
Shares5.3K
Event2026-03-31
Filed2026-04-17
SPYX
0.00%STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
Shares10.6K
Event2026-03-31
Filed2026-04-17
ED
-12.93%CONSOLIDATED EDISON INC COM
Shares4.9K
Event2026-03-31
Filed2026-04-17
NDSN
0.00%NORDSON CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-17
CARR
-1.48%CARRIER GLOBAL CORPORATION COM
Shares9.3K
Event2026-03-31
Filed2026-04-17
SNA
20.99%SNAP ON INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-17
MA
2.36%MASTERCARD INCORPORATED CL A
Shares997
Event2026-03-31
Filed2026-04-17
IVV
-5.12%ISHARES CORE S&P 500 ETF
Shares760
Event2026-03-31
Filed2026-04-17
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares1.1K
Event2026-03-31
Filed2026-04-17
TR
-5.34%TOOTSIE ROLL INDS INC COM
Shares10.6K
Event2026-03-31
Filed2026-04-17
TSM
4.84%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares1.3K
Event2026-03-31
Filed2026-04-17
GENERAL DYNAMICS CORP COM
7.08%GENERAL DYNAMICS CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-17
HYS
43.29%PIMCO 0-5 YEAR HIGH YIELD CORP BOND ETF
Shares4.7K
Event2026-03-31
Filed2026-04-17
BAC
-3.89%BANK OF AMERICA CORP
Shares8.8K
Event2026-03-31
Filed2026-04-17
QCOM
0.65%QUALCOMM INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-17
HWM
-7.03%HOWMET AEROSPACE INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-17
AXP
-2.07%AMERICAN EXPRESS CO COM
Shares1.4K
Event2026-03-31
Filed2026-04-17
NUDM
NewNUVEEN ESG INTERNATIONAL EQUITY ETF
Shares11.0K
Event2026-03-31
Filed2026-04-17
XLV
-5.45%S&P HEALTHCARE SECTOR ETF
Shares2.6K
Event2026-03-31
Filed2026-04-17
T
-24.38%AT&T INC COM
Shares13.1K
Event2026-03-31
Filed2026-04-17
CL
0.00%COLGATE PALMOLIVE CO COM
Shares4.4K
Event2026-03-31
Filed2026-04-17
ARISTA NETWORKS INC COM SHS
3.90%ARISTA NETWORKS INC COM SHS
Shares2.9K
Event2026-03-31
Filed2026-04-17
BLACKSTONE INC COM
-4.58%BLACKSTONE INC COM
Shares3.1K
Event2026-03-31
Filed2026-04-17
LHX
0.00%L3 HARRIS TECHNOLOGIES
Shares987
Event2026-03-31
Filed2026-04-17
ARW
0.00%ARROW ELECTRS INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-17
SHOP
0.00%SHOPIFY INC CL A SUB VTG SHS
Shares2.9K
Event2026-03-31
Filed2026-04-17
DLN
0.00%WISDOMTREE U.S. LARGECAP DIVIDEND FUND
Shares3.8K
Event2026-03-31
Filed2026-04-17
TD
0.00%TORONTO DOMINION BK ONT COM NEW
Shares3.6K
Event2026-03-31
Filed2026-04-17
SHW
2.78%SHERWIN WILLIAMS CO COM
Shares1.0K
Event2026-03-31
Filed2026-04-17
VUG
0.13%VANGUARD GROWTH ETF
Shares757
Event2026-03-31
Filed2026-04-17
SCHZ
0.00%SCHWAB US AGGREGATE BOND ETF
Shares14.0K
Event2026-03-31
Filed2026-04-17
UNH
-15.57%UNITEDHEALTH GROUP INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-17
APD
0.00%AIR PRODUCTS AND CHEMICALS INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-17
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-17
MMM
0.00%3M CO COM
Shares1.9K
Event2026-03-31
Filed2026-04-17
USMV
-0.30%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares3.0K
Event2026-03-31
Filed2026-04-17
HON
0.00%HONEYWELL INTL INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-17
TMP
0.00%TOMPKINS FINL CORP COM
Shares3.5K
Event2026-03-31
Filed2026-04-17
STT
0.00%STATE STR CORP COM
Shares2.1K
Event2026-03-31
Filed2026-04-17
ZBH
-2.87%ZIMMER BIOMET HOLDINGS INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-17
DUKE ENERGY CORP NEW COM NEW
-27.39%DUKE ENERGY CORP NEW COM NEW
Shares1.9K
Event2026-03-31
Filed2026-04-17
GWW
0.45%WW GRAINGER INC COM
Shares222
Event2026-03-31
Filed2026-04-17
DOV
0.00%DOVER CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-17
MAR
0.00%MARRIOTT INTL INC NEW CL A
Shares715
Event2026-03-31
Filed2026-04-17
ECL
3.55%ECOLAB INC COM
Shares875
Event2026-03-31
Filed2026-04-17
BKNG
0.00%BOOKING HOLDINGS INC COM
Shares55
Event2026-03-31
Filed2026-04-17
NOC
-10.19%NORTHROP GRUMMAN CORP COM
Shares335
Event2026-03-31
Filed2026-04-17
EFAX
NewSTATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF
Shares4.5K
Event2026-03-31
Filed2026-04-17
COKE
NewCOCA COLA CONSOLIDATED
Shares1.1K
Event2026-03-31
Filed2026-04-17
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares314
Event2026-03-31
Filed2026-04-17
VO
0.00%VANGUARD MID-CAP ETF
Shares750
Event2026-03-31
Filed2026-04-17
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares1.0K
Event2026-03-31
Filed2026-04-17
DRLL
NewSTRIVE U.S. ENERGY ETF
Shares5.4K
Event2026-03-31
Filed2026-04-17
BPOP
NewPOPULAR INC COM NEW
Shares1.5K
Event2026-03-31
Filed2026-04-17
OGE
NewOGE ENERGY CORP COM
Shares4.3K
Event2026-03-31
Filed2026-04-17
GE AEROSPACE COM NEW
0.00%GE AEROSPACE COM NEW
Shares725
Event2026-03-31
Filed2026-04-17
EEM
NewISHARES MSCI EMERGING MARKETS ETF
Shares3.6K
Event2026-03-31
Filed2026-04-17
JBLU
0.00%JETBLUE AIRWAYS CORP COM
Shares18.0K
Event2026-03-31
Filed2026-04-17
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