Sponsored
The Analysis of Canton Hathaway, LLC's Holdings & P&L
Currently, Canton Hathaway, LLC holds 268 types of securities in its portfolio with a total value $495.6M. In the most recent quarter, they have increased their positions in CEG (+7.5K shares, valued at $2.1M), RKT (+144.8K shares, valued at $2.1M), N/A (+2.5K shares, valued at $1.2M); decreased their positions in BRK.A (-11 shares, valued at $7.9M), SLV (-38.0K shares, valued at $2.6M), BBT (-27.5K shares, valued at $825.1K); initiated new positions in CEG (+7.5K shares, valued at $2.1M), OWL (+38.1K shares, valued at $348.0K), HTH (+8.2K shares, valued at $294.3K).
1M P&L
+15.8M+3.74%
3M P&L
+11.5M+2.69%
HY P&L
+20.5M+4.90%
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/A300.7M
70.0%
2Software - Application10.3M
2.4%
3Electrical Equipment & Parts10.1M
2.4%
Top Industries by Stock Count
1N/A49 stocks
20.4%
2Banks - Regional12 stocks
5.0%
3Software - Application9 stocks
3.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Biohaven Pharmaceutical Holding Co Ltd Biohaven Pharmaceutical Holding Co Ltd22.5K shares0.00%2026-03-312026-04-24
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF5.4K shares0.00%2026-03-312026-04-24
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BRK.A
-3.65%Berkshire Hathaway Inc A
Shares290
Event2026-03-31
Filed2026-04-24
Vanguard 500 ETF
-0.01%Vanguard 500 ETF
Shares44.8K
Event2026-03-31
Filed2026-04-24
GLD
-0.56%Spdr Gold Tr Gold Shs
Shares31.3K
Event2026-03-31
Filed2026-04-24
EFA
0.00%Ishares Msci Eafe Etf
Shares115.6K
Event2026-03-31
Filed2026-04-24
Alphabet Inc
-1.53%Alphabet Inc
Shares37.0K
Event2026-03-31
Filed2026-04-24
Berkshire Hathaway Inc B
13.14%Berkshire Hathaway Inc B
Shares21.2K
Event2026-03-31
Filed2026-04-24
BE
-2.03%Bloom Energy Corp Class A
Shares71.2K
Event2026-03-31
Filed2026-04-24
MSFT
-1.65%Microsoft Corp
Shares23.9K
Event2026-03-31
Filed2026-04-24
SLV
-24.37%iShares Silver Trust
Shares117.8K
Event2026-03-31
Filed2026-04-24
QXO
2.11%QXO Inc
Shares389.7K
Event2026-03-31
Filed2026-04-24
AMZN
2.73%Amazon Com Inc
Shares33.1K
Event2026-03-31
Filed2026-04-24
NVDA
15.02%NVIDIA Corp
Shares37.4K
Event2026-03-31
Filed2026-04-24
XLI
1.43%Industrial Select SPDR ETF
Shares40.3K
Event2026-03-31
Filed2026-04-24
AAPL
-3.91%Apple Inc
Shares24.6K
Event2026-03-31
Filed2026-04-24
IWM
0.00%iShares Russell 2000
Shares24.4K
Event2026-03-31
Filed2026-04-24
XLE
1.92%Select Sector Spdr Trust Shs Ben Int Energy
Shares97.9K
Event2026-03-31
Filed2026-04-24
XLK
0.75%Technology Select Sector SPDR ETF
Shares42.2K
Event2026-03-31
Filed2026-04-24
JPM
-0.80%Jpmorgan Chase & Co
Shares18.7K
Event2026-03-31
Filed2026-04-24
V
0.00%Visa Inc Com Cl A
Shares16.8K
Event2026-03-31
Filed2026-04-24
Broadcom Inc
0.00%Broadcom Inc
Shares16.2K
Event2026-03-31
Filed2026-04-24
AGG
0.00%iShares Core US Aggregate Bond
Shares48.7K
Event2026-03-31
Filed2026-04-24
Alphabet Inc
0.00%Alphabet Inc
Shares13.8K
Event2026-03-31
Filed2026-04-24
XLU
4.55%Utilities Select Sector SPDR ETF
Shares80.0K
Event2026-03-31
Filed2026-04-24
XLC
1.84%Communication Services Sel Sect SPDR ETF
Shares32.4K
Event2026-03-31
Filed2026-04-24
XLY
0.76%Select Sector Spdr Fund Shs Ben Consumer Discretio
Shares30.6K
Event2026-03-31
Filed2026-04-24
DHR
0.00%Danaher Corp
Shares16.1K
Event2026-03-31
Filed2026-04-24
XLV
12.62%Select Sector Spdr Trust The Health Care Select Se
Shares19.2K
Event2026-03-31
Filed2026-04-24
XLB
4.00%Materials Select Sector SPDR ETF
Shares54.9K
Event2026-03-31
Filed2026-04-24
RKT
686.16%Rocket Cos Inc Class A
Shares165.9K
Event2026-03-31
Filed2026-04-24
WM
0.52%Waste Management Inc
Shares9.7K
Event2026-03-31
Filed2026-04-24
CEG
NewCONSTELLATION ENERGY
Shares7.5K
Event2026-03-31
Filed2026-04-24
LLY
6.17%Eli Lilly and Co
Shares2.3K
Event2026-03-31
Filed2026-04-24
IYR
7.16%iShares US Real Estate ETF
Shares21.9K
Event2026-03-31
Filed2026-04-24
Blackstone Group Lp
4.89%Blackstone Group Lp
Shares17.2K
Event2026-03-31
Filed2026-04-24
EEM
0.00%Ishares Msci Emerging Markets Etf
Shares34.5K
Event2026-03-31
Filed2026-04-24
AMD
-1.55%Advanced Micro Devices Inc
Shares9.5K
Event2026-03-31
Filed2026-04-24
PWR
0.00%Quanta Services Inc
Shares3.5K
Event2026-03-31
Filed2026-04-24
UBER
-1.20%Uber Technologies Inc
Shares26.7K
Event2026-03-31
Filed2026-04-24
Eaton Corp PLC
-2.09%Eaton Corp PLC
Shares5.2K
Event2026-03-31
Filed2026-04-24
DMLP
-2.25%Dorchester Minerals LP
Shares66.7K
Event2026-03-31
Filed2026-04-24
JNJ
0.00%Johnson & Johnson
Shares7.1K
Event2026-03-31
Filed2026-04-24
NEE
-1.08%NextEra Energy Inc
Shares18.4K
Event2026-03-31
Filed2026-04-24
LOW
0.00%Lowe s Companies Inc
Shares7.2K
Event2026-03-31
Filed2026-04-24
IBB
0.00%iShares Nasdaq Biotechnology
Shares10.0K
Event2026-03-31
Filed2026-04-24
TRIN
0.60%Trinity Capital Inc
Shares98.7K
Event2026-03-31
Filed2026-04-24
FAST
0.00%Fastenal Co
Shares31.1K
Event2026-03-31
Filed2026-04-24
GBTC
0.00%Grayscale Bitcoin Trust (BTC)
Shares27.2K
Event2026-03-31
Filed2026-04-24
TSLA
0.09%Tesla Motors Inc
Shares3.5K
Event2026-03-31
Filed2026-04-24
FTEC
0.00%Fidelity Technology ETF
Shares6.1K
Event2026-03-31
Filed2026-04-24
Iberdrola SA
1.37%Iberdrola SA
Shares53.0K
Event2026-03-31
Filed2026-04-24
HON
-6.93%Honeywell International Inc
Shares5.2K
Event2026-03-31
Filed2026-04-24
Blackrock Inc
0.00%Blackrock Inc
Shares1.2K
Event2026-03-31
Filed2026-04-24
SPOT
0.00%Spotify Technology SA
Shares2.4K
Event2026-03-31
Filed2026-04-24
Aon Plc
0.00%Aon Plc
Shares3.5K
Event2026-03-31
Filed2026-04-24
TMO
0.00%Thermo Fisher Scientific Inc
Shares2.3K
Event2026-03-31
Filed2026-04-24
MS
0.00%Morgan Stanley
Shares6.7K
Event2026-03-31
Filed2026-04-24
HBAN
0.00%Huntington Bancshares Inc
Shares70.1K
Event2026-03-31
Filed2026-04-24
AMRZ
-8.94%Amrize AG
Shares19.5K
Event2026-03-31
Filed2026-04-24
PNC
0.00%Pnc Finl Svcs Group
Shares5.0K
Event2026-03-31
Filed2026-04-24
PPH
0.00%VanEck Pharmaceutical ETF
Shares10.0K
Event2026-03-31
Filed2026-04-24
GLW
0.00%Corning Inc
Shares7.0K
Event2026-03-31
Filed2026-04-24
NFLX
0.00%Netflix Com Inc
Shares9.8K
Event2026-03-31
Filed2026-04-24
PGR
0.00%Progressive Corp
Shares4.7K
Event2026-03-31
Filed2026-04-24
FSLR
0.00%First Solar Inc
Shares4.5K
Event2026-03-31
Filed2026-04-24
SPY
0.00%SPDR S&P 500 ETF
Shares1.3K
Event2026-03-31
Filed2026-04-24
XBI
0.00%Spdr Ser Tr S&P Biotech Etf
Shares6.6K
Event2026-03-31
Filed2026-04-24
RTX
0.00%Raytheon Technologies Ord
Shares4.3K
Event2026-03-31
Filed2026-04-24
TSLX
-3.80%Sixth Street Specialty Lending Inc
Shares44.8K
Event2026-03-31
Filed2026-04-24
AWK
0.00%American Wtr Wks Co Inc
Shares6.0K
Event2026-03-31
Filed2026-04-24
EPD
0.95%Enterprise Prods Partners Lp
Shares21.4K
Event2026-03-31
Filed2026-04-24
TJX
0.00%Tjx Cos Inc
Shares5.0K
Event2026-03-31
Filed2026-04-24
CMS
0.00%CMS Energy Corp
Shares10.0K
Event2026-03-31
Filed2026-04-24
CSCO
0.00%Cisco Sys Inc
Shares9.7K
Event2026-03-31
Filed2026-04-24
RMD
0.00%ResMed Inc
Shares3.2K
Event2026-03-31
Filed2026-04-24
Merck & Co Inc
0.00%Merck & Co Inc
Shares5.9K
Event2026-03-31
Filed2026-04-24
META
-0.08%META PLATFORMS INC
Shares1.2K
Event2026-03-31
Filed2026-04-24
GS
0.00%Goldman Sachs Group Inc
Shares775
Event2026-03-31
Filed2026-04-24
PSTL
-26.44%POSTAL REALTY TRUST INC A
Shares35.0K
Event2026-03-31
Filed2026-04-24
F
0.01%Ford Motor Co
Shares55.7K
Event2026-03-31
Filed2026-04-24
PEP
0.00%Pepsico Inc
Shares4.1K
Event2026-03-31
Filed2026-04-24
GH
0.00%Guardant Health Inc
Shares6.8K
Event2026-03-31
Filed2026-04-24
CVX
0.00%Chevron Corp
Shares2.9K
Event2026-03-31
Filed2026-04-24
GLDD
-25.05%Great Lakes Dredge & Dock Corp
Shares35.0K
Event2026-03-31
Filed2026-04-24
ASML
0.00%ASML Holding NV
Shares450
Event2026-03-31
Filed2026-04-24
TT
0.00%Trane Technologies PLC
Shares1.4K
Event2026-03-31
Filed2026-04-24
BIP
0.00%Brookfield Infrastructure Partners LP
Shares16.4K
Event2026-03-31
Filed2026-04-24
BBT
-58.69%Bb & T Corp
Shares19.4K
Event2026-03-31
Filed2026-04-24
WSBC
0.00%Wesbanco Inc
Shares15.8K
Event2026-03-31
Filed2026-04-24
CCJ
0.00%Cameco Corp
Shares5.0K
Event2026-03-31
Filed2026-04-24
ARCC
0.00%Ares Capital Corp
Shares29.6K
Event2026-03-31
Filed2026-04-24
IBIT
39.00%iShares Bitcoin Trust ETF
Shares13.9K
Event2026-03-31
Filed2026-04-24
ORCL
0.00%Oracle Corp
Shares3.6K
Event2026-03-31
Filed2026-04-24
VRT
0.00%Vertiv Holdings Co
Shares2.0K
Event2026-03-31
Filed2026-04-24
BGC
66.34%BGC GROUP CL A ORD
Shares50.6K
Event2026-03-31
Filed2026-04-24
Rexel SA
0.00%Rexel SA
Shares12.8K
Event2026-03-31
Filed2026-04-24
PLD
0.00%Prologis Inc
Shares3.7K
Event2026-03-31
Filed2026-04-24
AB
0.00%AllianceBernstein Holding LP
Shares12.8K
Event2026-03-31
Filed2026-04-24
ET
0.00%Energy Transfer Equity LP
Shares24.0K
Event2026-03-31
Filed2026-04-24
ACRE
0.00%Ares Commercial Real Estate Corp
Shares88.9K
Event2026-03-31
Filed2026-04-24
NTIP
311.09%Network-1 Technologies Inc
Shares280.7K
Event2026-03-31
Filed2026-04-24
IBM
0.00%International Business Machines Corp
Shares1.6K
Event2026-03-31
Filed2026-04-24
CRWD
0.00%CrowdStrike Holdings Inc
Shares1.0K
Event2026-03-31
Filed2026-04-24
HD
0.00%Home Depot Inc
Shares1.1K
Event2026-03-31
Filed2026-04-24
PRIM
0.00%Primoris Services Corp
Shares2.5K
Event2026-03-31
Filed2026-04-24
OWL
NewBLUE OWL CAPITAL CL A ORD
Shares38.1K
Event2026-03-31
Filed2026-04-24
EQT Corp
-28.06%EQT Corp
Shares5.0K
Event2026-03-31
Filed2026-04-24
CRML
-27.52%Critical Metals Corp
Shares39.5K
Event2026-03-31
Filed2026-04-24
XLF
41.77%Financial Select Sector SPDR ETF
Shares6.3K
Event2026-03-31
Filed2026-04-24
XLP
1212.28%Consumer Staples Select Sector SPDR ETF
Shares3.7K
Event2026-03-31
Filed2026-04-24
TFC
0.00%Truist Finl Corp Com
Shares6.5K
Event2026-03-31
Filed2026-04-24
MMM
0.00%3M Co
Shares2.0K
Event2026-03-31
Filed2026-04-24
IVV
0.00%iShares Core S&P 500
Shares453
Event2026-03-31
Filed2026-04-24
HTH
NewHilltop Holdings Inc
Shares8.2K
Event2026-03-31
Filed2026-04-24
ABBV
-10.16%AbbVie Inc
Shares1.3K
Event2026-03-31
Filed2026-04-24
MP
0.00%Mp Materials Cl A Ord
Shares6.0K
Event2026-03-31
Filed2026-04-24
CARR
0.00%Carrier Global Corp
Shares5.0K
Event2026-03-31
Filed2026-04-24
LMT
-4.44%Lockheed Martin Corp
Shares430
Event2026-03-31
Filed2026-04-24
KO
0.00%Coca Cola Co
Shares3.4K
Event2026-03-31
Filed2026-04-24
WMT
0.00%WalMart Stores Inc
Shares2.0K
Event2026-03-31
Filed2026-04-24
PECO
0.00%PHILLIPS EDISON AND COMPANY ORD
Shares6.3K
Event2026-03-31
Filed2026-04-24
XOM
-12.94%Exxon Mobil Corp
Shares1.3K
Event2026-03-31
Filed2026-04-24
CRM
0.00%Salesforce.com Inc
Shares1.2K
Event2026-03-31
Filed2026-04-24
COF
0.00%Capital One Financial Corp
Shares1.2K
Event2026-03-31
Filed2026-04-24
CEPT
NewCantor Equity Partners II Inc
Shares20.0K
Event2026-03-31
Filed2026-04-24
AEC
-50.00%Anfield Energy Inc
Shares39.0K
Event2026-03-31
Filed2026-04-24
QTUM
0.00%Defiance Quantum ETF
Shares2.0K
Event2026-03-31
Filed2026-04-24
SN
-28.06%Sharkninja Inc
Shares2.0K
Event2026-03-31
Filed2026-04-24
BMY
3.82%Bristol Myers Squibb
Shares3.4K
Event2026-03-31
Filed2026-04-24
JPST
0.00%JPMorgan Ultra-Short Income ETF
Shares4.0K
Event2026-03-31
Filed2026-04-24
FIDU
0.00%Fidelity Industrials ETF
Shares2.3K
Event2026-03-31
Filed2026-04-24
Biohaven Pharmaceutical Holding Co Ltd
0.00%Biohaven Pharmaceutical Holding Co Ltd
Shares22.5K
Event2026-03-31
Filed2026-04-24
MVBF
0.00%MVB Financial Corp
Shares7.6K
Event2026-03-31
Filed2026-04-24
PG
0.00%Procter And Gamble Co
Shares1.2K
Event2026-03-31
Filed2026-04-24
LEU
-65.40%Centrus Energy Corp Cl A
Shares1.0K
Event2026-03-31
Filed2026-04-24
EXE
-43.82%Expand Energy Corp
Shares1.5K
Event2026-03-31
Filed2026-04-24
GRAYSCALE BITCOIN MINI TRUST ETF
0.00%GRAYSCALE BITCOIN MINI TRUST ETF
Shares5.4K
Event2026-03-31
Filed2026-04-24
WMB
0.00%Williams Companies Inc
Shares2.2K
Event2026-03-31
Filed2026-04-24
MTN
28.21%Vail Resorts Inc
Shares1.3K
Event2026-03-31
Filed2026-04-24
BAC
0.00%Bank of America Corporation
Shares3.2K
Event2026-03-31
Filed2026-04-24
CAT
0.00%Caterpillar Inc
Shares217
Event2026-03-31
Filed2026-04-24
SNOW
0.00%Snowflake Cl A Ord
Shares1.0K
Event2026-03-31
Filed2026-04-24
SGI
-15.50%Somnigroup International Inc
Shares2.0K
Event2026-03-31
Filed2026-04-24
JEPI
33.33%JPMorgan Equity Premium Income ETF
Shares2.6K
Event2026-03-31
Filed2026-04-24
CMCSA
0.00%Comcast Corp
Shares5.1K
Event2026-03-31
Filed2026-04-24
STAG
0.00%Stag Indl Inc
Shares4.0K
Event2026-03-31
Filed2026-04-24
Invesco QQQ Trust
-2.38%Invesco QQQ Trust
Shares246
Event2026-03-31
Filed2026-04-24
ADSK
-40.00%Autodesk Inc
Shares585
Event2026-03-31
Filed2026-04-24
FLR
-56.52%Fluor Corp
Shares3.0K
Event2026-03-31
Filed2026-04-24
HBCP
0.50%Home Bancorp Inc
Shares2.2K
Event2026-03-31
Filed2026-04-24
PFE
23.97%Pfizer Inc
Shares4.7K
Event2026-03-31
Filed2026-04-24
PCOR
0.00%PROCORE TECHNOLOGIES ORD
Shares2.1K
Event2026-03-31
Filed2026-04-24
SOXX
0.00%iShares PHLX Semiconductor ETF
Shares348
Event2026-03-31
Filed2026-04-24
VTI
0.00%Vanguard Total Stock Market ETF
Shares340
Event2026-03-31
Filed2026-04-24
TOST
-20.00%Toast Inc
Shares4.1K
Event2026-03-31
Filed2026-04-24
PTGX
0.00%Protagonist Therapeutics Inccom
Shares1.0K
Event2026-03-31
Filed2026-04-24
ADP
-8.99%Automatic Data Processing Inc
Shares506
Event2026-03-31
Filed2026-04-24
SPYG
-49.95%SPDR Portfolio S&P 500 Growth ETF
Shares1.0K
Event2026-03-31
Filed2026-04-24
VTV
0.00%Vanguard Value ETF
Shares515
Event2026-03-31
Filed2026-04-24
GENI
-26.17%Genius Sports Ltd
Shares22.0K
Event2026-03-31
Filed2026-04-24
VEA
0.00%Vanguard FTSE Developed Markets ETF
Shares1.5K
Event2026-03-31
Filed2026-04-24
VZ
0.00%Verizon Communications
Shares1.8K
Event2026-03-31
Filed2026-04-24
MO
-3.88%Altria Group Inc
Shares1.2K
Event2026-03-31
Filed2026-04-24
OXY
0.00%Occidental Petroleum Corp
Shares1.2K
Event2026-03-31
Filed2026-04-24
FANG
0.00%Diamondback Energy Inc
Shares400
Event2026-03-31
Filed2026-04-24
Realloys Inc Com
NewRealloys Inc Com
Shares7.8K
Event2026-03-31
Filed2026-04-24
AMGN
0.00%Amgen Inc
Shares215
Event2026-03-31
Filed2026-04-24
NOC
0.00%NORTHROP GRUMMAN CORP
Shares110
Event2026-03-31
Filed2026-04-24
VOYG
0.00%Voyager Technologies Inc
Shares3.1K
Event2026-03-31
Filed2026-04-24
PM
-18.80%Philip Morris International Inc
Shares432
Event2026-03-31
Filed2026-04-24
MDY
0.00%SPDR S&P MidCap 400 ETF
Shares115
Event2026-03-31
Filed2026-04-24
General Dynamics Corp
0.00%General Dynamics Corp
Shares200
Event2026-03-31
Filed2026-04-24
SO
0.00%Southern Co
Shares705
Event2026-03-31
Filed2026-04-24
BINC
116.67%iShares Flexible Income Active ETF
Shares1.3K
Event2026-03-31
Filed2026-04-24
ARES
-19.61%Ares Management Corp
Shares615
Event2026-03-31
Filed2026-04-24
DIS
0.00%Disney Walt Co
Shares685
Event2026-03-31
Filed2026-04-24
Surge Battery Metals Inc
NewSurge Battery Metals Inc
Shares156.0K
Event2026-03-31
Filed2026-04-24
EBAY
0.14%Ebay Inc
Shares707
Event2026-03-31
Filed2026-04-24
UNH
-30.30%UnitedHealth Group Inc
Shares230
Event2026-03-31
Filed2026-04-24
UBSI
0.00%United Bankshares Inc
Shares1.5K
Event2026-03-31
Filed2026-04-24
PH
0.00%Parker Hannifin Corp
Shares69
Event2026-03-31
Filed2026-04-24
XSW
0.00%SPDR S&P Software & Services ETF
Shares423
Event2026-03-31
Filed2026-04-24
TXN
0.00%Texas Instruments Inc
Shares301
Event2026-03-31
Filed2026-04-24
E3 Metals Corp
NewE3 Metals Corp
Shares78.0K
Event2026-03-31
Filed2026-04-24
VCSH
0.00%Vanguard Scottsdale Fds Vanguard Short-T
Shares700
Event2026-03-31
Filed2026-04-24
QCOM
0.00%QUALCOMM Inc
Shares430
Event2026-03-31
Filed2026-04-24
PAYX
0.00%Paychex Inc
Shares586
Event2026-03-31
Filed2026-04-24
JCI
0.00%Johnson Controls International PLC
Shares403
Event2026-03-31
Filed2026-04-24
CENTURY LITHIUM CORP F
NewCENTURY LITHIUM CORP F
Shares195.0K
Event2026-03-31
Filed2026-04-24
INTC
0.00%Intel Corp
Shares1.2K
Event2026-03-31
Filed2026-04-24
ABT
0.00%Abbott Laboratories
Shares500
Event2026-03-31
Filed2026-04-24
MCD
0.00%McDonald s Corp
Shares165
Event2026-03-31
Filed2026-04-24
IRM
5.16%Iron Mountain Inc
Shares489
Event2026-03-31
Filed2026-04-24
VLO
0.00%Valero Energy Corp
Shares200
Event2026-03-31
Filed2026-04-24
COP
0.00%Conocophillips
Shares366
Event2026-03-31
Filed2026-04-24
GILD
0.00%Gilead Sciences Inc
Shares345
Event2026-03-31
Filed2026-04-24
EGP
0.00%EastGroup Properties Inc
Shares250
Event2026-03-31
Filed2026-04-24
GWW
0.00%WW GRAINGER INC
Shares42
Event2026-03-31
Filed2026-04-24
BA
0.00%Boeing Co
Shares230
Event2026-03-31
Filed2026-04-24
IHI
0.00%iShares US Medical Devices
Shares834
Event2026-03-31
Filed2026-04-24
Marimed Inc
0.00%Marimed Inc
Shares645.1K
Event2026-03-31
Filed2026-04-24
CFG
0.00%Citizens Financial Group Inc
Shares730
Event2026-03-31
Filed2026-04-24
OUSM
0.00%O Shares US Sm Cp Qual Div ETF
Shares1.0K
Event2026-03-31
Filed2026-04-24
ADI
0.00%Analog Devices Inc
Shares137
Event2026-03-31
Filed2026-04-24
Duke Energy Corp
0.00%Duke Energy Corp
Shares331
Event2026-03-31
Filed2026-04-24
D
0.00%Dominion Energy Inc
Shares700
Event2026-03-31
Filed2026-04-24
FBTC
1.40%FIDELITY WISE ORIGIN BITCOIN FUND
Shares725
Event2026-03-31
Filed2026-04-24
BKNG
0.00%Booking Hldgs Inc
Shares10
Event2026-03-31
Filed2026-04-24
WASH
0.00%Washington Trust Bancorp Inc
Shares1.3K
Event2026-03-31
Filed2026-04-24
UPS
0.00%United Parcel Service Inc Class B
Shares425
Event2026-03-31
Filed2026-04-24
ISRG
0.00%INTUITIVE SURGICAL INC
Shares90
Event2026-03-31
Filed2026-04-24
HCA
0.00%HCA HLDGS INC
Shares85
Event2026-03-31
Filed2026-04-24
TLT
-5.52%iShares 20 Year Treasury Bond ETF
Shares462
Event2026-03-31
Filed2026-04-24
O
NewRealty Income Corp
Shares650
Event2026-03-31
Filed2026-04-24
AEP
0.00%American Electric Power Co Inc
Shares300
Event2026-03-31
Filed2026-04-24
AXP
0.00%American Express Co
Shares130
Event2026-03-31
Filed2026-04-24
VB
0.00%Vanguard Small-Cap ETF
Shares150
Event2026-03-31
Filed2026-04-24
Medtronic Plc
16.88%Medtronic Plc
Shares450
Event2026-03-31
Filed2026-04-24
SMA
0.00%Smartstop Self Storage REIT Inc
Shares1.3K
Event2026-03-31
Filed2026-04-24
SYK
0.00%Stryker Corp
Shares115
Event2026-03-31
Filed2026-04-24
EMR
0.00%Emerson Electric Co
Shares287
Event2026-03-31
Filed2026-04-24
ITB
0.00%iShares US Home Construction
Shares395
Event2026-03-31
Filed2026-04-24
DINO
0.00%HF SINCLAIR CORP
Shares560
Event2026-03-31
Filed2026-04-24
CVS
-4.14%Cvs Health Corp
Shares486
Event2026-03-31
Filed2026-04-24
MCK
0.00%MCKESSON CORP
Shares40
Event2026-03-31
Filed2026-04-24
IXUS
0.00%iShares Core MSCI Total Intl Stk ETF
Shares389
Event2026-03-31
Filed2026-04-24
PLTR
8.91%Palantir Technologies Inc
Shares220
Event2026-03-31
Filed2026-04-24
INDB
0.00%Independent Bank Corp
Shares424
Event2026-03-31
Filed2026-04-24
ECL
0.00%Ecolab Inc
Shares119
Event2026-03-31
Filed2026-04-24
MRNA
NewMODERNA INC
Shares601
Event2026-03-31
Filed2026-04-24
MPC
0.00%MARATHON PETE CORP
Shares125
Event2026-03-31
Filed2026-04-24
Nestle SA ADR
0.00%Nestle SA ADR
Shares307
Event2026-03-31
Filed2026-04-24
LQD
-28.27%iShares iBoxx Investment Grade Corp Bond ET
Shares269
Event2026-03-31
Filed2026-04-24
CBRE
0.00%CBRE GROUP INC
Shares213
Event2026-03-31
Filed2026-04-24
NU
-49.99%Nu Holdings Ltd
Shares2.0K
Event2026-03-31
Filed2026-04-24
MMC
0.00%Marsh & Mclennan Companies Inc
Shares164
Event2026-03-31
Filed2026-04-24
BKH
0.00%Black Hills Corp
Shares400
Event2026-03-31
Filed2026-04-24
ORLY
0.00%O Reilly Automotive Inc
Shares300
Event2026-03-31
Filed2026-04-24
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares62
Event2026-03-31
Filed2026-04-24
AEE
0.00%AMEREN CORP
Shares250
Event2026-03-31
Filed2026-04-24
TROW
0.00%T. Rowe Price Group Inc
Shares300
Event2026-03-31
Filed2026-04-24
GNL
1.69%Global Net Lease Inc
Shares2.8K
Event2026-03-31
Filed2026-04-24
ICE
0.00%Intercontinental Exchange Inc
Shares167
Event2026-03-31
Filed2026-04-24
HLT
0.00%HILTON WORLDWIDE HLDGS INC
Shares85
Event2026-03-31
Filed2026-04-24
FE
0.00%FirstEnergy Corp
Shares500
Event2026-03-31
Filed2026-04-24
CB
0.00%Chubb Ltd
Shares76
Event2026-03-31
Filed2026-04-24
CL
0.00%Colgate Palmolive Co
Shares288
Event2026-03-31
Filed2026-04-24
NKE
0.00%Nike Inc B
Shares463
Event2026-03-31
Filed2026-04-24
Accenture PLC A
0.00%Accenture PLC A
Shares120
Event2026-03-31
Filed2026-04-24
VLTO
0.00%VERALTO ORD WI
Shares266
Event2026-03-31
Filed2026-04-24
CPT
0.00%Camden Property Trust
Shares240
Event2026-03-31
Filed2026-04-24
National Grid PLC ADR
0.00%National Grid PLC ADR
Shares275
Event2026-03-31
Filed2026-04-24
HUM
0.00%HUMANA INC
Shares134
Event2026-03-31
Filed2026-04-24
MDLZ
0.00%Mondelez International Inc Class A
Shares400
Event2026-03-31
Filed2026-04-24
GOVT
0.00%iShares US Treasury Bond
Shares1.0K
Event2026-03-31
Filed2026-04-24
SBUX
0.00%Starbucks Corp
Shares250
Event2026-03-31
Filed2026-04-24
CDNS
0.00%CADENCE DESIGN SYSTEM INC
Shares80
Event2026-03-31
Filed2026-04-24
ITW
0.00%Illinois Tool Works Inc
Shares85
Event2026-03-31
Filed2026-04-24
FNF
0.00%Fidelity National Financial Inc
Shares476
Event2026-03-31
Filed2026-04-24
CRUS
NewCirrus Logic Inc
Shares150
Event2026-03-31
Filed2026-04-24
NVS
NewNovartis Ag
Shares142
Event2026-03-31
Filed2026-04-24
ENB
NewEnbridge Inc Com
Shares400
Event2026-03-31
Filed2026-04-24
DHI
0.00%D R HORTON INC
Shares155
Event2026-03-31
Filed2026-04-24
MUB
NewiShares National Muni Bond ETF
Shares200
Event2026-03-31
Filed2026-04-24
URI
0.00%UNITED RENTALS INC
Shares29
Event2026-03-31
Filed2026-04-24
GEV
NewGE Vernova Inc
Shares24
Event2026-03-31
Filed2026-04-24
PRU
0.00%PRUDENTIAL FINL INC
Shares210
Event2026-03-31
Filed2026-04-24
Crown Castle International Corp
0.00%Crown Castle International Corp
Shares250
Event2026-03-31
Filed2026-04-24
NSC
0.00%NORFOLK SOUTHERN CORP
Shares70
Event2026-03-31
Filed2026-04-24
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