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The Analysis of Cadence Bank's Holdings & P&L

Currently, Cadence Bank holds 332 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in N/A (+115.6K shares, valued at $7.6M), CUBE (+112.2K shares, valued at $4.0M), ZTS (+28.8K shares, valued at $3.6M); decreased their positions in N/A (-14.3K shares, valued at $4.8M), N/A (-3.2K shares, valued at $1.6M), NVDA (-7.6K shares, valued at $1.4M); initiated new positions in N/A (+115.6K shares, valued at $7.6M), CUBE (+112.2K shares, valued at $4.0M), ZTS (+28.8K shares, valued at $3.6M).

1M P&L

+34.3M+2.13%

3M P&L

+15.9M+0.98%

HY P&L

+129.2M+8.54%

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/A357.8M

24.7%

2Specialty Retail169.6M

11.7%

3Software - Infrastructure73.1M

5.0%

Top Industries by Stock Count

1N/A91 stocks

29.7%

2Utilities - Regulated Electric10 stocks

3.3%

3Banks - Regional9 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MUSA MURPHY USA INC414.7K shares0.00%2025-12-312026-01-30

MGC VANGUARD WORLD FD434.6K shares0.85%2025-12-312026-01-30

BROADCOM INC BROADCOM INC221.3K shares0.12%2025-12-312026-01-30

MSFT MICROSOFT CORP141.6K shares1.97%2025-12-312026-01-30

AAPL APPLE INC206.0K shares-0.25%2025-12-312026-01-30

MUR MURPHY OIL CORP1.7M shares-0.28%2025-12-312026-01-30

CADENCE BANK CADENCE BANK1.3M shares4.78%2025-12-312026-01-30

ALPHABET INC ALPHABET INC152.9K shares0.96%2025-12-312026-01-30

Sponsored

WMT WALMART INC361.6K shares1.68%2025-12-312026-01-30

NVDA NVIDIA CORPORATION203.7K shares-3.58%2025-12-312026-01-30

AMAT APPLIED MATLS INC116.8K shares1.27%2025-12-312026-01-30

ACWX ISHARES TR438.0K shares3.30%2025-12-312026-01-30

SPY SPDR S&P 500 ETF TR39.4K shares2.43%2025-12-312026-01-30

XOM EXXON MOBIL CORP206.2K shares-3.49%2025-12-312026-01-30

VO VANGUARD INDEX FDS84.9K shares2.12%2025-12-312026-01-30

RTX RTX CORPORATION131.4K shares0.07%2025-12-312026-01-30

Sponsored

VB VANGUARD INDEX FDS89.4K shares6.44%2025-12-312026-01-30

PG PROCTER AND GAMBLE CO138.3K shares0.22%2025-12-312026-01-30

PRU PRUDENTIAL FINL INC174.5K shares-2.55%2025-12-312026-01-30

BND VANGUARD BD INDEX FDS245.3K shares11.83%2025-12-312026-01-30

TFC TRUIST FINL CORP352.8K shares5.00%2025-12-312026-01-30

KMI KINDER MORGAN INC DEL630.1K shares1.20%2025-12-312026-01-30

JPM JPMORGAN CHASE & CO.51.7K shares-1.63%2025-12-312026-01-30

CSCO CISCO SYS INC213.1K shares1.80%2025-12-312026-01-30

Sponsored

PEP PEPSICO INC106.4K shares3.91%2025-12-312026-01-30

ABBV ABBVIE INC63.3K shares0.35%2025-12-312026-01-30

MCD MCDONALDS CORP43.5K shares18.60%2025-12-312026-01-30

BMY BRISTOL-MYERS SQUIBB CO232.9K shares1.59%2025-12-312026-01-30

VANGUARD INDEX FDS VANGUARD INDEX FDS19.9K shares13.37%2025-12-312026-01-30

VEA VANGUARD TAX-MANAGED FDS195.4K shares7.24%2025-12-312026-01-30

LLY ELI LILLY & CO10.3K shares-9.15%2025-12-312026-01-30

NKE NIKE INC168.5K shares-0.06%2025-12-312026-01-30

Sponsored

QSR RESTAURANT BRANDS INTL INC152.1K shares0.96%2025-12-312026-01-30

BEN FRANKLIN RESOURCES INC433.0K shares0.63%2025-12-312026-01-30

FDX FEDEX CORP34.3K shares1.04%2025-12-312026-01-30

TROW PRICE T ROWE GROUP INC94.7K shares1.60%2025-12-312026-01-30

DELL DELL TECHNOLOGIES INC76.1K shares2.82%2025-12-312026-01-30

FLOT ISHARES TR187.0K shares5.60%2025-12-312026-01-30

COLB COLUMBIA BKG SYS INC336.1K shares0.71%2025-12-312026-01-30

PM PHILIP MORRIS INTL INC58.5K shares0.76%2025-12-312026-01-30

Sponsored

AMZN AMAZON COM INC40.5K shares-0.22%2025-12-312026-01-30

JEPI J P MORGAN EXCHANGE TRADED F157.7K shares21.23%2025-12-312026-01-30

MTN VAIL RESORTS INC66.0K shares-3.44%2025-12-312026-01-30

NTR NUTRIEN LTD137.2K shares0.78%2025-12-312026-01-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP24.4K shares-36.98%2025-12-312026-01-30

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC384.9K shares-5.65%2025-12-312026-01-30

TOTALENERGIES SE TOTALENERGIES SE115.6K sharesnew addition2025-12-312026-01-30

MEDTRONIC PLC MEDTRONIC PLC77.0K shares-0.68%2025-12-312026-01-30

Sponsored

QCOM QUALCOMM INC43.2K shares1.30%2025-12-312026-01-30

BAC BANK AMERICA CORP133.8K shares9.71%2025-12-312026-01-30

UPS UNITED PARCEL SERVICE INC73.5K shares4.62%2025-12-312026-01-30

LOW LOWES COS INC30.1K shares3.15%2025-12-312026-01-30

KNTK KINETIK HOLDINGS INC187.1K shares-0.11%2025-12-312026-01-30

FHI FEDERATED HERMES INC128.3K shares0.25%2025-12-312026-01-30

EFA ISHARES TR69.4K shares-0.33%2025-12-312026-01-30

JEPQ J P MORGAN EXCHANGE TRADED F114.0K shares13.71%2025-12-312026-01-30

Sponsored

MA MASTERCARD INCORPORATED11.4K shares-2.34%2025-12-312026-01-30

PFE PFIZER INC261.4K shares-9.59%2025-12-312026-01-30

EOG EOG RES INC57.6K shares1.00%2025-12-312026-01-30

LW LAMB WESTON HLDGS INC144.5K shares1.09%2025-12-312026-01-30

JNJ JOHNSON & JOHNSON28.8K shares-1.80%2025-12-312026-01-30

V VISA INC16.8K shares-5.02%2025-12-312026-01-30

CVX CHEVRON CORP NEW37.6K shares-1.92%2025-12-312026-01-30

IWF ISHARES TR12.1K shares-1.69%2025-12-312026-01-30

Sponsored

IBM INTERNATIONAL BUSINESS MACHS18.3K shares0.74%2025-12-312026-01-30

DPZ DOMINOS PIZZA INC12.8K shares0.82%2025-12-312026-01-30

HD HOME DEPOT INC15.4K shares0.51%2025-12-312026-01-30

VOYA VOYA FINANCIAL INC70.8K shares43.55%2025-12-312026-01-30

SYY SYSCO CORP69.8K shares1.70%2025-12-312026-01-30

HP INC HP INC216.0K shares-1.82%2025-12-312026-01-30

ABT ABBOTT LABS38.0K shares-0.09%2025-12-312026-01-30

LAM RESEARCH CORP LAM RESEARCH CORP27.8K shares3.21%2025-12-312026-01-30

Sponsored

COF CAPITAL ONE FINL CORP19.5K shares1.05%2025-12-312026-01-30

RDIV INVESCO EXCH TRADED FD TR II88.7K shares-0.89%2025-12-312026-01-30

AMP AMERIPRISE FINL INC9.1K shares0.82%2025-12-312026-01-30

PWR QUANTA SVCS INC10.4K shares-1.06%2025-12-312026-01-30

ARISTA NETWORKS INC ARISTA NETWORKS INC33.3K shares0.26%2025-12-312026-01-30

ALPHABET INC ALPHABET INC13.2K shares-14.93%2025-12-312026-01-30

MERCK & CO INC MERCK & CO INC39.1K shares0.80%2025-12-312026-01-30

CUBE CUBESMART112.2K sharesnew addition2025-12-312026-01-30

Sponsored

VTI VANGUARD INDEX FDS11.7K shares0.70%2025-12-312026-01-30

KO COCA COLA CO55.9K shares-13.15%2025-12-312026-01-30

UNP UNION PAC CORP16.9K shares-2.10%2025-12-312026-01-30

MCK MCKESSON CORP4.7K shares-0.28%2025-12-312026-01-30

APH AMPHENOL CORP NEW28.3K shares0.37%2025-12-312026-01-30

TSM TAIWAN SEMICONDUCTOR MFG LTD12.0K shares4.22%2025-12-312026-01-30

ZTS ZOETIS INC28.8K sharesnew addition2025-12-312026-01-30

GS GOLDMAN SACHS GROUP INC4.1K shares18.78%2025-12-312026-01-30

Sponsored

HMC HONDA MOTOR LTD117.8K shares1.62%2025-12-312026-01-30

CMI CUMMINS INC6.7K shares0.08%2025-12-312026-01-30

IVW ISHARES TR27.0K shares-0.03%2025-12-312026-01-30

NSC NORFOLK SOUTHN CORP11.3K shares0.42%2025-12-312026-01-30

VCIT VANGUARD SCOTTSDALE FDS38.9K shares10.30%2025-12-312026-01-30

IVE ISHARES TR15.1K shares0.37%2025-12-312026-01-30

IJH ISHARES TR48.4K shares9.09%2025-12-312026-01-30

EATON CORP PLC EATON CORP PLC9.9K shares-0.61%2025-12-312026-01-30

Sponsored

COST COSTCO WHSL CORP NEW3.6K shares1.39%2025-12-312026-01-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.1K shares-34.80%2025-12-312026-01-30

VOOG VANGUARD ADMIRAL FDS INC6.7K shares20.95%2025-12-312026-01-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.9K shares-1.59%2025-12-312026-01-30

PCH POTLATCHDELTIC CORPORATION69.3K shares0.00%2025-12-312026-01-30

DHR DANAHER CORPORATION11.6K shares-0.53%2025-12-312026-01-30

VCSH VANGUARD SCOTTSDALE FDS31.8K shares12.49%2025-12-312026-01-30

TRV TRAVELERS COMPANIES INC8.5K shares0.05%2025-12-312026-01-30

Sponsored

TMO THERMO FISHER SCIENTIFIC4.2K shares-2.01%2025-12-312026-01-30

AXP AMERICAN EXPRESS CO6.5K shares-0.57%2025-12-312026-01-30

IVV ISHARES TR3.4K shares0.00%2025-12-312026-01-30

ALL ALLSTATE CORP11.1K shares-1.37%2025-12-312026-01-30

RNST RENASANT CORP65.4K shares0.00%2025-12-312026-01-30

INVESCO QQQ TR INVESCO QQQ TR3.7K shares-19.38%2025-12-312026-01-30

PZZA PAPA JOHNS INTL INC57.1K shares1.42%2025-12-312026-01-30

GILD GILEAD SCIENCES INC17.8K shares0.10%2025-12-312026-01-30

Sponsored

CEG CONSTELLATION ENERGY CORP6.1K shares-2.68%2025-12-312026-01-30

EVR EVERCORE INC6.2K shares3.77%2025-12-312026-01-30

PEG PUBLIC SVC ENTERPRISE GRP IN25.9K shares-0.79%2025-12-312026-01-30

COP CONOCOPHILLIPS22.1K shares3.35%2025-12-312026-01-30

ORLY OREILLY AUTOMOTIVE INC22.3K shares1.76%2025-12-312026-01-30

ROP ROPER TECHNOLOGIES INC4.6K shares0.15%2025-12-312026-01-30

RF REGIONS FINANCIAL CORP NEW74.0K shares-5.03%2025-12-312026-01-30

TXN TEXAS INSTRS INC11.5K shares-0.56%2025-12-312026-01-30

Sponsored

UTHR UNITED THERAPEUTICS CORP4.0K shares3.58%2025-12-312026-01-30

META META PLATFORMS INC2.9K shares-8.22%2025-12-312026-01-30

AMGN AMGEN INC5.9K shares6.99%2025-12-312026-01-30

IJR ISHARES TR15.8K shares-3.16%2025-12-312026-01-30

SDY SPDR SERIES TRUST13.2K shares16.70%2025-12-312026-01-30

UFPI UFP INDUSTRIES INC19.7K shares0.40%2025-12-312026-01-30

EPD ENTERPRISE PRODS PARTNERS L54.7K shares-9.39%2025-12-312026-01-30

VZ VERIZON COMMUNICATIONS INC41.7K shares2.11%2025-12-312026-01-30

Sponsored

IWB ISHARES TR4.5K shares0.00%2025-12-312026-01-30

ADBE ADOBE INC4.8K shares0.52%2025-12-312026-01-30

PGR PROGRESSIVE CORP7.1K shares3.34%2025-12-312026-01-30

INTU INTUIT2.4K shares-5.75%2025-12-312026-01-30

DRI DARDEN RESTAURANTS INC8.5K shares0.72%2025-12-312026-01-30

SPGI S&P GLOBAL INC3.0K shares1.91%2025-12-312026-01-30

FI FISERV INC22.4K shares-7.16%2025-12-312026-01-30

DIS DISNEY WALT CO13.1K shares-0.02%2025-12-312026-01-30

Sponsored

DHS WISDOMTREE TR14.5K shares-0.39%2025-12-312026-01-30

SIMO SILICON MOTION TECHNOLOGY16.0K shares3.23%2025-12-312026-01-30

SNPS SYNOPSYS INC3.1K shares-0.19%2025-12-312026-01-30

TJX TJX COS INC NEW9.4K shares1.63%2025-12-312026-01-30

MPC MARATHON PETE CORP8.8K shares3.86%2025-12-312026-01-30

LYV LIVE NATION ENTERTAINMENT IN10.1K shares-0.04%2025-12-312026-01-30

IWP ISHARES TR10.3K shares0.00%2025-12-312026-01-30

ORCL ORACLE CORP7.1K shares-3.58%2025-12-312026-01-30

Sponsored

DE DEERE & CO2.9K shares0.10%2025-12-312026-01-30

VYMI VANGUARD WHITEHALL FDS15.1K shares-0.26%2025-12-312026-01-30

VGSH VANGUARD SCOTTSDALE FDS22.9K shares29.45%2025-12-312026-01-30

BAC-PL BANK AMERICA CORP1.1K shares20.38%2025-12-312026-01-30

VLO VALERO ENERGY CORP8.2K shares-0.12%2025-12-312026-01-30

ULTA ULTA BEAUTY INC2.2K shares3.60%2025-12-312026-01-30

ADP AUTOMATIC DATA PROCESSING5.1K shares-0.04%2025-12-312026-01-30

ARKK ARK ETF TR17.0K shares0.00%2025-12-312026-01-30

Sponsored

MBB ISHARES TR13.7K shares0.03%2025-12-312026-01-30

DON WISDOMTREE TR25.2K shares-1.97%2025-12-312026-01-30

CPRT COPART INC33.0K shares0.45%2025-12-312026-01-30

TGT TARGET CORP13.2K shares-0.20%2025-12-312026-01-30

DTE DTE ENERGY CO9.7K shares4.64%2025-12-312026-01-30

SO SOUTHERN CO14.2K shares-1.24%2025-12-312026-01-30

KLAC KLA CORP1.0K shares0.60%2025-12-312026-01-30

VRSK VERISK ANALYTICS INC5.4K shares-0.09%2025-12-312026-01-30

Sponsored

OUNZ VANECK MERK GOLD ETF27.6K shares8.68%2025-12-312026-01-30

LMT LOCKHEED MARTIN CORP2.4K shares-2.12%2025-12-312026-01-30

NTES NETEASE INC8.3K shares0.00%2025-12-312026-01-30

SLV ISHARES SILVER TR17.3K sharesnew addition2025-12-312026-01-30

SSD SIMPSON MFG INC6.8K shares3.35%2025-12-312026-01-30

MDY SPDR S&P MIDCAP 400 ETF TR1.8K shares0.00%2025-12-312026-01-30

CRM SALESFORCE INC4.1K shares-7.18%2025-12-312026-01-30

T AT&T INC43.7K shares4.79%2025-12-312026-01-30

Sponsored

DVY ISHARES TR7.7K shares-0.93%2025-12-312026-01-30

MO ALTRIA GROUP INC18.5K shares-0.48%2025-12-312026-01-30

IWS ISHARES TR7.6K shares-0.85%2025-12-312026-01-30

DFUS DIMENSIONAL ETF TRUST13.9K shares0.00%2025-12-312026-01-30

IWO ISHARES TR3.1K shares-1.42%2025-12-312026-01-30

PNC PNC FINL SVCS GROUP INC4.5K shares-3.58%2025-12-312026-01-30

IJK ISHARES TR9.6K shares-2.48%2025-12-312026-01-30

CAT CATERPILLAR INC1.6K shares-0.86%2025-12-312026-01-30

Sponsored

WSM WILLIAMS SONOMA INC5.0K shares0.26%2025-12-312026-01-30

MET METLIFE INC11.3K shares2.01%2025-12-312026-01-30

SEIC SEI INVTS CO10.8K shares4.00%2025-12-312026-01-30

GSK PLC GSK PLC18.0K shares2.00%2025-12-312026-01-30

NEE NEXTERA ENERGY INC11.0K shares2.70%2025-12-312026-01-30

UNH UNITEDHEALTH GROUP INC2.6K shares-1.05%2025-12-312026-01-30

EE EXCELERATE ENERGY INC30.0K shares0.00%2025-12-312026-01-30

AOS SMITH A O CORP12.5K shares3.24%2025-12-312026-01-30

Sponsored

THO THOR INDS INC8.1K shares3.31%2025-12-312026-01-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.9K shares-4.49%2025-12-312026-01-30

IWD ISHARES TR3.8K shares-11.97%2025-12-312026-01-30

IJJ ISHARES TR6.1K shares-1.14%2025-12-312026-01-30

IWM ISHARES TR3.2K shares-0.12%2025-12-312026-01-30

D DOMINION ENERGY INC13.6K shares0.49%2025-12-312026-01-30

WFC WELLS FARGO CO NEW8.3K shares8.33%2025-12-312026-01-30

ET ENERGY TRANSFER L P46.8K shares-1.42%2025-12-312026-01-30

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-30

TSN TYSON FOODS INC12.8K shares11.24%2025-12-312026-01-30

CRWD CROWDSTRIKE HLDGS INC1.6K shares4.46%2025-12-312026-01-30

DFUV DIMENSIONAL ETF TRUST15.5K shares-1.06%2025-12-312026-01-30

DFAC DIMENSIONAL ETF TRUST18.1K shares-3.16%2025-12-312026-01-30

AM ANTERO MIDSTREAM CORP40.0K shares0.00%2025-12-312026-01-30

ICLR ICON PLC3.9K shares3.29%2025-12-312026-01-30

GLD SPDR GOLD TR1.8K shares18.39%2025-12-312026-01-30

Sponsored

VTEI VANGUARD MUN BD FDS6.9K shares100.12%2025-12-312026-01-30

GNTX GENTEX CORP29.8K shares3.51%2025-12-312026-01-30

HON HONEYWELL INTL INC3.5K shares-1.99%2025-12-312026-01-30

NN NEXTNAV INC41.0K shares0.00%2025-12-312026-01-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.2K shares-2.48%2025-12-312026-01-30

FBND FIDELITY MERRIMACK STR TR14.4K sharesnew addition2025-12-312026-01-30

EMR EMERSON ELEC CO5.0K shares2.61%2025-12-312026-01-30

VIG VANGUARD SPECIALIZED FUNDS3.0K shares-6.37%2025-12-312026-01-30

Sponsored

TSLA TESLA INC1.5K shares11.15%2025-12-312026-01-30

NVS NOVARTIS AG4.7K shares-7.08%2025-12-312026-01-30

XLE SELECT SECTOR SPDR TR14.5K shares100.00%2025-12-312026-01-30

TRMK TRUSTMARK CORP16.0K shares0.00%2025-12-312026-01-30

EGP EASTGROUP PPTYS INC3.5K sharesnew addition2025-12-312026-01-30

DEM WISDOMTREE TR13.3K shares-0.54%2025-12-312026-01-30

OMC OMNICOM GROUP INC7.7K sharesnew addition2025-12-312026-01-30

DG DOLLAR GEN CORP NEW4.6K shares9.28%2025-12-312026-01-30

Sponsored

AGG ISHARES TR6.0K shares10.90%2025-12-312026-01-30

BKNG BOOKING HOLDINGS INC111 shares0.91%2025-12-312026-01-30

IEI ISHARES TR4.9K shares0.00%2025-12-312026-01-30

GE AEROSPACE GE AEROSPACE1.9K shares23.74%2025-12-312026-01-30

AEP AMERICAN ELEC PWR CO INC4.9K shares-0.44%2025-12-312026-01-30

CF CF INDS HLDGS INC7.3K shares0.00%2025-12-312026-01-30

ECL ECOLAB INC2.1K shares0.00%2025-12-312026-01-30

UNM UNUM GROUP7.2K shares0.00%2025-12-312026-01-30

Sponsored

LUV SOUTHWEST AIRLS CO13.2K shares3.24%2025-12-312026-01-30

VGT VANGUARD WORLD FD722 shares18.36%2025-12-312026-01-30

IJT ISHARES TR3.8K shares0.00%2025-12-312026-01-30

PLD PROLOGIS INC.4.2K shares-0.24%2025-12-312026-01-30

BA BOEING CO2.5K shares-0.57%2025-12-312026-01-30

FNDF SCHWAB STRATEGIC TR11.7K sharesnew addition2025-12-312026-01-30

JBHT HUNT J B TRANS SVCS INC2.7K shares4.00%2025-12-312026-01-30

IBIT ISHARES BITCOIN TRUST ETF10.4K shares-43.75%2025-12-312026-01-30

Sponsored

UNILEVER PLC UNILEVER PLC7.8K sharesnew addition2025-12-312026-01-30

LKQ LKQ CORP16.8K shares10.35%2025-12-312026-01-30

IWN ISHARES TR2.7K shares-0.47%2025-12-312026-01-30

IEF ISHARES TR5.0K shares-31.66%2025-12-312026-01-30

FNV FRANCO NEV CORP2.3K shares0.00%2025-12-312026-01-30

FIS FIDELITY NATL INFORMATION SV7.3K shares-0.01%2025-12-312026-01-30

INTC INTEL CORP12.9K shares6.36%2025-12-312026-01-30

ETR ENTERGY CORP NEW5.2K shares-11.19%2025-12-312026-01-30

Sponsored

SAN BANCO SANTANDER SA40.4K shares0.00%2025-12-312026-01-30

NEU NEWMARKET CORP684 sharesnew addition2025-12-312026-01-30

FHN FIRST HORIZON CORPORATION19.6K sharesnew addition2025-12-312026-01-30

O REALTY INCOME CORP8.2K shares0.90%2025-12-312026-01-30

BLACKROCK INC BLACKROCK INC432 shares-13.77%2025-12-312026-01-30

SHW SHERWIN WILLIAMS CO1.4K shares33.08%2025-12-312026-01-30

ALK ALASKA AIR GROUP INC9.1K shares2.98%2025-12-312026-01-30

GIS GENERAL MLS INC9.4K shares-62.13%2025-12-312026-01-30

Sponsored

OHI OMEGA HEALTHCARE INVS INC9.7K shares0.49%2025-12-312026-01-30

CNP CENTERPOINT ENERGY INC11.2K shares-1.67%2025-12-312026-01-30

MDLZ MONDELEZ INTL INC7.9K shares-13.28%2025-12-312026-01-30

CENCORA INC CENCORA INC1.3K shares-0.32%2025-12-312026-01-30

BOND PIMCO ETF TR4.5K sharesnew addition2025-12-312026-01-30

WMB WILLIAMS COS INC6.8K shares-10.65%2025-12-312026-01-30

CL COLGATE PALMOLIVE CO5.1K shares1.97%2025-12-312026-01-30

RGLD ROYAL GOLD INC1.8K shares0.00%2025-12-312026-01-30

Sponsored

JHMU JOHN HANCOCK EXCHANGE TRADED15.4K shares0.00%2025-12-312026-01-30

IWR ISHARES TR4.1K shares-12.39%2025-12-312026-01-30

MS MORGAN STANLEY2.2K shares0.05%2025-12-312026-01-30

AMT AMERICAN TOWER CORP NEW2.2K shares-10.94%2025-12-312026-01-30

CITIGROUP INC CITIGROUP INC3.3K shares-23.83%2025-12-312026-01-30

VBR VANGUARD INDEX FDS1.8K shares-1.17%2025-12-312026-01-30

CVS CVS HEALTH CORP4.7K shares1.84%2025-12-312026-01-30

ALB ALBEMARLE CORP2.6K sharesnew addition2025-12-312026-01-30

Sponsored

EIX EDISON INTL6.0K shares9.31%2025-12-312026-01-30

DFAS DIMENSIONAL ETF TRUST5.2K shares0.00%2025-12-312026-01-30

RKT ROCKET COS INC18.3K shares0.00%2025-12-312026-01-30

A AGILENT TECHNOLOGIES INC2.6K shares0.00%2025-12-312026-01-30

ED CONSOLIDATED EDISON INC3.5K shares-18.21%2025-12-312026-01-30

DFAX DIMENSIONAL ETF TRUST10.6K shares-4.28%2025-12-312026-01-30

SPHY SPDR SERIES TRUST14.5K sharesnew addition2025-12-312026-01-30

MMM 3M CO2.1K shares0.00%2025-12-312026-01-30

Sponsored

F FORD MTR CO25.9K shares-3.27%2025-12-312026-01-30

VTV VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-01-30

VFH VANGUARD WORLD FD2.5K shares39.82%2025-12-312026-01-30

STZ CONSTELLATION BRANDS INC2.4K shares-26.69%2025-12-312026-01-30

CINF CINCINNATI FINL CORP2.0K shares-0.20%2025-12-312026-01-30

PANW PALO ALTO NETWORKS INC1.8K shares6.00%2025-12-312026-01-30

GEV GE VERNOVA INC493 shares26.41%2025-12-312026-01-30

SPYV SPDR SERIES TRUST5.6K sharesnew addition2025-12-312026-01-30

Sponsored

MU MICRON TECHNOLOGY INC1.1K sharesnew addition2025-12-312026-01-30

QUAL ISHARES TR1.6K shares-11.09%2025-12-312026-01-30

VGIT VANGUARD SCOTTSDALE FDS5.1K shares-3.55%2025-12-312026-01-30

PSX PHILLIPS 662.3K shares-0.26%2025-12-312026-01-30

PAYX PAYCHEX INC2.6K shares6.56%2025-12-312026-01-30

AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-12-312026-01-30

SYK STRYKER CORPORATION814 shares1.88%2025-12-312026-01-30

SBRA SABRA HEALTH CARE REIT INC15.0K shares0.00%2025-12-312026-01-30

Sponsored

MASI MASIMO CORP2.2K shares0.00%2025-12-312026-01-30

UBER UBER TECHNOLOGIES INC3.4K shares-54.30%2025-12-312026-01-30

HBAN HUNTINGTON BANCSHARES INC15.3K shares-0.45%2025-12-312026-01-30

AJG GALLAGHER ARTHUR J & CO1.0K shares-8.39%2025-12-312026-01-30

SPGP INVESCO EXCHANGE TRADED FD T2.3K shares0.00%2025-12-312026-01-30

WPC WP CAREY INC4.0K shares0.00%2025-12-312026-01-30

GM GENERAL MTRS CO3.1K sharesnew addition2025-12-312026-01-30

JPEM J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2025-12-312026-01-30

Sponsored

BP BP PLC7.1K sharesnew addition2025-12-312026-01-30

DFIV DIMENSIONAL ETF TRUST4.9K shares-1.02%2025-12-312026-01-30

LNG CHENIERE ENERGY INC1.3K shares-4.57%2025-12-312026-01-30

CFG CITIZENS FINL GROUP INC4.1K shares-7.18%2025-12-312026-01-30

MTUM ISHARES TR965 shares-7.12%2025-12-312026-01-30

CB CHUBB LIMITED772 shares1.85%2025-12-312026-01-30

PSA PUBLIC STORAGE OPER CO926 shares0.00%2025-12-312026-01-30

ICF ISHARES TR4.0K shares0.00%2025-12-312026-01-30

Sponsored

VFMO VANGUARD WELLINGTON FD1.2K shares0.00%2025-12-312026-01-30

DGRS WISDOMTREE TR4.6K shares-0.15%2025-12-312026-01-30

SJM SMUCKER J M CO2.3K shares0.00%2025-12-312026-01-30

FIHL FIDELIS INSURANCE HOLDINGS L11.6K shares0.00%2025-12-312026-01-30

SPMO INVESCO EXCH TRADED FD TR II1.9K shares0.00%2025-12-312026-01-30

VUG VANGUARD INDEX FDS454 shares-6.58%2025-12-312026-01-30

FN FABRINET486 shares-12.27%2025-12-312026-01-30

BSM BLACK STONE MINERALS L P16.6K shares-38.04%2025-12-312026-01-30

Sponsored

IUSB ISHARES TR4.7K shares2.92%2025-12-312026-01-30

SMLF ISHARES TR2.9K shares-8.48%2025-12-312026-01-30

VONE VANGUARD SCOTTSDALE FDS700 shares0.00%2025-12-312026-01-30

SA SEABRIDGE GOLD INC7.2K sharesnew addition2025-12-312026-01-30

IGV ISHARES TR2.0K shares0.00%2025-12-312026-01-30

IWV ISHARES TR545 shares0.00%2025-12-312026-01-30

IDV ISHARES TR5.3K sharesnew addition2025-12-312026-01-30

LYB LYONDELLBASELL INDUSTRIES N4.9K shares-35.02%2025-12-312026-01-30

Sponsored

NOW SERVICENOW INC1.4K shares411.24%2025-12-312026-01-30

XLK SELECT SECTOR SPDR TR1.4K shares100.00%2025-12-312026-01-30

DFAT DIMENSIONAL ETF TRUST3.5K shares-2.41%2025-12-312026-01-30

USMV ISHARES TR2.2K shares-5.94%2025-12-312026-01-30

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.0K shares1.95%2025-12-312026-01-30

ICE INTERCONTINENTAL EXCHANGE IN1.3K shares0.00%2025-12-312026-01-30

KRP KIMBELL RTY PARTNERS LP15.6K shares0.00%2025-12-312026-01-30

GNL GLOBAL NET LEASE INC15.5K shares0.00%2025-12-312026-01-30

Sponsored

PSEC PROSPECT CAP CORP41.2K shares5.13%2025-12-312026-01-30

AMCR AMCOR PLC10.7K shares-3.35%2025-12-312026-01-30

LUMN LUMEN TECHNOLOGIES INC10.0K shares0.00%2025-12-312026-01-30

TGB TASEKO MINES LTD10.1K shares0.00%2025-12-312026-01-30

MUSA

MURPHY USA INC

0.00%

Shares414.7K

Event2025-12-31

Filed2026-01-30

MGC

VANGUARD WORLD FD

0.85%

Shares434.6K

Event2025-12-31

Filed2026-01-30

BROADCOM INC

0.12%

Shares221.3K

Event2025-12-31

Filed2026-01-30

MSFT

MICROSOFT CORP

1.97%

Shares141.6K

Event2025-12-31

Filed2026-01-30

AAPL

APPLE INC

-0.25%

Shares206.0K

Event2025-12-31

Filed2026-01-30

MUR

MURPHY OIL CORP

-0.28%

Shares1.7M

Event2025-12-31

Filed2026-01-30

CADENCE BANK

4.78%

Shares1.3M

Event2025-12-31

Filed2026-01-30

ALPHABET INC

0.96%

Shares152.9K

Event2025-12-31

Filed2026-01-30

WMT

WALMART INC

1.68%

Shares361.6K

Event2025-12-31

Filed2026-01-30

NVDA

NVIDIA CORPORATION

-3.58%

Shares203.7K

Event2025-12-31

Filed2026-01-30

AMAT

APPLIED MATLS INC

1.27%

Shares116.8K

Event2025-12-31

Filed2026-01-30

ACWX

ISHARES TR

3.30%

Shares438.0K

Event2025-12-31

Filed2026-01-30

SPY

SPDR S&P 500 ETF TR

2.43%

Shares39.4K

Event2025-12-31

Filed2026-01-30

XOM

EXXON MOBIL CORP

-3.49%

Shares206.2K

Event2025-12-31

Filed2026-01-30

VANGUARD INDEX FDS

2.12%

Shares84.9K

Event2025-12-31

Filed2026-01-30

RTX

RTX CORPORATION

0.07%

Shares131.4K

Event2025-12-31

Filed2026-01-30

VANGUARD INDEX FDS

6.44%

Shares89.4K

Event2025-12-31

Filed2026-01-30

PROCTER AND GAMBLE CO

0.22%

Shares138.3K

Event2025-12-31

Filed2026-01-30

PRU

PRUDENTIAL FINL INC

-2.55%

Shares174.5K

Event2025-12-31

Filed2026-01-30

BND

VANGUARD BD INDEX FDS

11.83%

Shares245.3K

Event2025-12-31

Filed2026-01-30

TFC

TRUIST FINL CORP

5.00%

Shares352.8K

Event2025-12-31

Filed2026-01-30

KMI

KINDER MORGAN INC DEL

1.20%

Shares630.1K

Event2025-12-31

Filed2026-01-30

JPM

JPMORGAN CHASE & CO.

-1.63%

Shares51.7K

Event2025-12-31

Filed2026-01-30

CSCO

CISCO SYS INC

1.80%

Shares213.1K

Event2025-12-31

Filed2026-01-30

PEP

PEPSICO INC

3.91%

Shares106.4K

Event2025-12-31

Filed2026-01-30

ABBV

ABBVIE INC

0.35%

Shares63.3K

Event2025-12-31

Filed2026-01-30

MCD

MCDONALDS CORP

18.60%

Shares43.5K

Event2025-12-31

Filed2026-01-30

BMY

BRISTOL-MYERS SQUIBB CO

1.59%

Shares232.9K

Event2025-12-31

Filed2026-01-30

VANGUARD INDEX FDS

13.37%

Shares19.9K

Event2025-12-31

Filed2026-01-30

VEA

VANGUARD TAX-MANAGED FDS

7.24%

Shares195.4K

Event2025-12-31

Filed2026-01-30

LLY

ELI LILLY & CO

-9.15%

Shares10.3K

Event2025-12-31

Filed2026-01-30

NKE

NIKE INC

-0.06%

Shares168.5K

Event2025-12-31

Filed2026-01-30

QSR

RESTAURANT BRANDS INTL INC

0.96%

Shares152.1K

Event2025-12-31

Filed2026-01-30

BEN

FRANKLIN RESOURCES INC

0.63%

Shares433.0K

Event2025-12-31

Filed2026-01-30

FDX

FEDEX CORP

1.04%

Shares34.3K

Event2025-12-31

Filed2026-01-30

TROW

PRICE T ROWE GROUP INC

1.60%

Shares94.7K

Event2025-12-31

Filed2026-01-30

DELL

DELL TECHNOLOGIES INC

2.82%

Shares76.1K

Event2025-12-31

Filed2026-01-30

FLOT

ISHARES TR

5.60%

Shares187.0K

Event2025-12-31

Filed2026-01-30

COLB

COLUMBIA BKG SYS INC

0.71%

Shares336.1K

Event2025-12-31

Filed2026-01-30

PHILIP MORRIS INTL INC

0.76%

Shares58.5K

Event2025-12-31

Filed2026-01-30

AMZN

AMAZON COM INC

-0.22%

Shares40.5K

Event2025-12-31

Filed2026-01-30

JEPI

J P MORGAN EXCHANGE TRADED F

21.23%

Shares157.7K

Event2025-12-31

Filed2026-01-30

MTN

VAIL RESORTS INC

-3.44%

Shares66.0K

Event2025-12-31

Filed2026-01-30

NTR

NUTRIEN LTD

0.78%

Shares137.2K

Event2025-12-31

Filed2026-01-30

GENERAL DYNAMICS CORP

-36.98%

Shares24.4K

Event2025-12-31

Filed2026-01-30

SIRIUSXM HOLDINGS INC

-5.65%

Shares384.9K

Event2025-12-31

Filed2026-01-30

TOTALENERGIES SE

New

Shares115.6K

Event2025-12-31

Filed2026-01-30

MEDTRONIC PLC

-0.68%

Shares77.0K

Event2025-12-31

Filed2026-01-30

QCOM

QUALCOMM INC

1.30%

Shares43.2K

Event2025-12-31

Filed2026-01-30

BAC

BANK AMERICA CORP

9.71%

Shares133.8K

Event2025-12-31

Filed2026-01-30

UPS

UNITED PARCEL SERVICE INC

4.62%

Shares73.5K

Event2025-12-31

Filed2026-01-30

LOW

LOWES COS INC

3.15%

Shares30.1K

Event2025-12-31

Filed2026-01-30

KNTK

KINETIK HOLDINGS INC

-0.11%

Shares187.1K

Event2025-12-31

Filed2026-01-30

FHI

FEDERATED HERMES INC

0.25%

Shares128.3K

Event2025-12-31

Filed2026-01-30

EFA

ISHARES TR

-0.33%

Shares69.4K

Event2025-12-31

Filed2026-01-30

JEPQ

J P MORGAN EXCHANGE TRADED F

13.71%

Shares114.0K

Event2025-12-31

Filed2026-01-30

MASTERCARD INCORPORATED

-2.34%

Shares11.4K

Event2025-12-31

Filed2026-01-30

PFE

PFIZER INC

-9.59%

Shares261.4K

Event2025-12-31

Filed2026-01-30

EOG

EOG RES INC

1.00%

Shares57.6K

Event2025-12-31

Filed2026-01-30

LAMB WESTON HLDGS INC

1.09%

Shares144.5K

Event2025-12-31

Filed2026-01-30

JNJ

JOHNSON & JOHNSON

-1.80%

Shares28.8K

Event2025-12-31

Filed2026-01-30

VISA INC

-5.02%

Shares16.8K

Event2025-12-31

Filed2026-01-30

CVX

CHEVRON CORP NEW

-1.92%

Shares37.6K

Event2025-12-31

Filed2026-01-30

IWF

ISHARES TR

-1.69%

Shares12.1K

Event2025-12-31

Filed2026-01-30

IBM

INTERNATIONAL BUSINESS MACHS

0.74%

Shares18.3K

Event2025-12-31

Filed2026-01-30

DPZ

DOMINOS PIZZA INC

0.82%

Shares12.8K

Event2025-12-31

Filed2026-01-30

HOME DEPOT INC

0.51%

Shares15.4K

Event2025-12-31

Filed2026-01-30

VOYA

VOYA FINANCIAL INC

43.55%

Shares70.8K

Event2025-12-31

Filed2026-01-30

SYY

SYSCO CORP

1.70%

Shares69.8K

Event2025-12-31

Filed2026-01-30

HP INC

-1.82%

Shares216.0K

Event2025-12-31

Filed2026-01-30

ABT

ABBOTT LABS

-0.09%

Shares38.0K

Event2025-12-31

Filed2026-01-30

LAM RESEARCH CORP

3.21%

Shares27.8K

Event2025-12-31

Filed2026-01-30

COF

CAPITAL ONE FINL CORP

1.05%

Shares19.5K

Event2025-12-31

Filed2026-01-30

RDIV

INVESCO EXCH TRADED FD TR II

-0.89%

Shares88.7K

Event2025-12-31

Filed2026-01-30

AMP

AMERIPRISE FINL INC

0.82%

Shares9.1K

Event2025-12-31

Filed2026-01-30

PWR

QUANTA SVCS INC

-1.06%

Shares10.4K

Event2025-12-31

Filed2026-01-30

ARISTA NETWORKS INC

0.26%

Shares33.3K

Event2025-12-31

Filed2026-01-30

ALPHABET INC

-14.93%

Shares13.2K

Event2025-12-31

Filed2026-01-30

MERCK & CO INC

0.80%

Shares39.1K

Event2025-12-31

Filed2026-01-30

CUBE

CUBESMART

New

Shares112.2K

Event2025-12-31

Filed2026-01-30

VTI

VANGUARD INDEX FDS

0.70%

Shares11.7K

Event2025-12-31

Filed2026-01-30

COCA COLA CO

-13.15%

Shares55.9K

Event2025-12-31

Filed2026-01-30

UNP

UNION PAC CORP

-2.10%

Shares16.9K

Event2025-12-31

Filed2026-01-30

MCK

MCKESSON CORP

-0.28%

Shares4.7K

Event2025-12-31

Filed2026-01-30

APH

AMPHENOL CORP NEW

0.37%

Shares28.3K

Event2025-12-31

Filed2026-01-30

TSM

TAIWAN SEMICONDUCTOR MFG LTD

4.22%

Shares12.0K

Event2025-12-31

Filed2026-01-30

ZTS

ZOETIS INC

New

Shares28.8K

Event2025-12-31

Filed2026-01-30

GOLDMAN SACHS GROUP INC

18.78%

Shares4.1K

Event2025-12-31

Filed2026-01-30

HMC

HONDA MOTOR LTD

1.62%

Shares117.8K

Event2025-12-31

Filed2026-01-30

CMI

CUMMINS INC

0.08%

Shares6.7K

Event2025-12-31

Filed2026-01-30

IVW

ISHARES TR

-0.03%

Shares27.0K

Event2025-12-31

Filed2026-01-30

NSC

NORFOLK SOUTHN CORP

0.42%

Shares11.3K

Event2025-12-31

Filed2026-01-30

VCIT

VANGUARD SCOTTSDALE FDS

10.30%

Shares38.9K

Event2025-12-31

Filed2026-01-30

IVE

ISHARES TR

0.37%

Shares15.1K

Event2025-12-31

Filed2026-01-30

IJH

ISHARES TR

9.09%

Shares48.4K

Event2025-12-31

Filed2026-01-30

EATON CORP PLC

-0.61%

Shares9.9K

Event2025-12-31

Filed2026-01-30

COST

COSTCO WHSL CORP NEW

1.39%

Shares3.6K

Event2025-12-31

Filed2026-01-30

BERKSHIRE HATHAWAY INC DEL

-34.80%

Shares6.1K

Event2025-12-31

Filed2026-01-30

VOOG

VANGUARD ADMIRAL FDS INC

20.95%

Shares6.7K

Event2025-12-31

Filed2026-01-30

ACCENTURE PLC IRELAND

-1.59%

Shares10.9K

Event2025-12-31

Filed2026-01-30

PCH

POTLATCHDELTIC CORPORATION

0.00%

Shares69.3K

Event2025-12-31

Filed2026-01-30

DHR

DANAHER CORPORATION

-0.53%

Shares11.6K

Event2025-12-31

Filed2026-01-30

VCSH

VANGUARD SCOTTSDALE FDS

12.49%

Shares31.8K

Event2025-12-31

Filed2026-01-30

TRV

TRAVELERS COMPANIES INC

0.05%

Shares8.5K

Event2025-12-31

Filed2026-01-30

TMO

THERMO FISHER SCIENTIFIC

-2.01%

Shares4.2K

Event2025-12-31

Filed2026-01-30

AXP

AMERICAN EXPRESS CO

-0.57%

Shares6.5K

Event2025-12-31

Filed2026-01-30

IVV

ISHARES TR

0.00%

Shares3.4K

Event2025-12-31

Filed2026-01-30

ALL

ALLSTATE CORP

-1.37%

Shares11.1K

Event2025-12-31

Filed2026-01-30

RNST

RENASANT CORP

0.00%

Shares65.4K

Event2025-12-31

Filed2026-01-30

INVESCO QQQ TR

-19.38%

Shares3.7K

Event2025-12-31

Filed2026-01-30

PZZA

PAPA JOHNS INTL INC

1.42%

Shares57.1K

Event2025-12-31

Filed2026-01-30

GILD

GILEAD SCIENCES INC

0.10%

Shares17.8K

Event2025-12-31

Filed2026-01-30

CEG

CONSTELLATION ENERGY CORP

-2.68%

Shares6.1K

Event2025-12-31

Filed2026-01-30

EVR

EVERCORE INC

3.77%

Shares6.2K

Event2025-12-31

Filed2026-01-30

PEG

PUBLIC SVC ENTERPRISE GRP IN

-0.79%

Shares25.9K

Event2025-12-31

Filed2026-01-30

COP

CONOCOPHILLIPS

3.35%

Shares22.1K

Event2025-12-31

Filed2026-01-30

ORLY

OREILLY AUTOMOTIVE INC

1.76%

Shares22.3K

Event2025-12-31

Filed2026-01-30

ROP

ROPER TECHNOLOGIES INC

0.15%

Shares4.6K

Event2025-12-31

Filed2026-01-30

REGIONS FINANCIAL CORP NEW

-5.03%

Shares74.0K

Event2025-12-31

Filed2026-01-30

TXN

TEXAS INSTRS INC

-0.56%

Shares11.5K

Event2025-12-31

Filed2026-01-30

UTHR

UNITED THERAPEUTICS CORP

3.58%

Shares4.0K

Event2025-12-31

Filed2026-01-30