Sponsored

The Analysis of CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s Holdings & P&L

Currently, CANTOR FITZGERALD INVESTMENT ADVISORS L.P. holds 178 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IEI (+272.7K shares, valued at $32.3M), N/A (+245.2K shares, valued at $9.7M), VMBS (+191.6K shares, valued at $9.0M); decreased their positions in GLW (-149.4K shares, valued at $20.3M), SHEL (-144.4K shares, valued at $13.4M), JNJ (-32.0K shares, valued at $7.8M); initiated new positions in N/A (+245.2K shares, valued at $9.7M), LUV (+27.4K shares, valued at $1.0M), VRP (+9.6K shares, valued at $230.6K).

1M P&L

+37.3M+3.05%

3M P&L

+25.8M+2.09%

HY P&L

+109.0M+9.47%

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/A458.8M

38.9%

2Oil & Gas Integrated51.1M

4.3%

3Drug Manufacturers - General50.0M

4.2%

Top Industries by Stock Count

1N/A63 stocks

38.9%

2Drug Manufacturers - General5 stocks

3.1%

3Semiconductors5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEI ISHARES TR719.8K shares60.98%2026-03-312026-04-23

IVV ISHARES TR101.1K shares-1.31%2026-03-312026-04-23

VMBS VANGUARD SCOTTSDALE FDS1.1M shares21.24%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS78.2K shares-8.38%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR73.0K shares-2.28%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS593.9K shares-8.64%2026-03-312026-04-23

CVS CVS HEALTH CORP366.4K shares-2.03%2026-03-312026-04-23

XOM EXXON MOBIL CORP134.3K shares-3.41%2026-03-312026-04-23

Sponsored

SPIB SPDR SERIES TRUST645.6K shares-21.95%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR832.9K shares-5.56%2026-03-312026-04-23

GLW CORNING INC155.1K shares-49.06%2026-03-312026-04-23

WFC WELLS FARGO & CO251.4K shares-0.95%2026-03-312026-04-23

EMR EMERSON ELEC CO141.1K shares-0.12%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON74.6K shares-30.00%2026-03-312026-04-23

ARB ALTSHARES TRUST620.9K shares5.32%2026-03-312026-04-23

IJH ISHARES TR267.6K shares-2.73%2026-03-312026-04-23

Sponsored

TFC TRUIST FINL CORP388.7K shares-1.70%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F329.3K shares-4.92%2026-03-312026-04-23

HPE HEWLETT PACKARD ENTERPRISE C733.2K shares0.26%2026-03-312026-04-23

COP CONOCOPHILLIPS129.8K shares-2.75%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC169.7K shares11.89%2026-03-312026-04-23

WY WEYERHAEUSER CO679.8K shares104.62%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC286.3K shares5.83%2026-03-312026-04-23

USB US BANCORP307.1K shares0.14%2026-03-312026-04-23

Sponsored

BMY BRISTOL-MYERS SQUIBB CO256.3K shares-1.11%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC51.8K shares-4.26%2026-03-312026-04-23

FIS FIDELITY NATL INFORMATION SV320.9K shares122.58%2026-03-312026-04-23

CSCO CISCO SYS INC191.8K shares-4.65%2026-03-312026-04-23

TXN TEXAS INSTRS INC76.5K shares-0.73%2026-03-312026-04-23

IFF INTERNATIONAL FLAVORS&FRAGRA200.6K shares0.63%2026-03-312026-04-23

SJM SMUCKER J M CO150.3K shares0.93%2026-03-312026-04-23

DVN DEVON ENERGY CORP NEW287.1K shares0.94%2026-03-312026-04-23

Sponsored

PPG PPG INDS INC135.0K shares3.11%2026-03-312026-04-23

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC202.7K shares5.62%2026-03-312026-04-23

CVX CHEVRON CORPORATION69.6K shares-19.91%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC162.6K shares-0.30%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW105.6K shares-1.23%2026-03-312026-04-23

PFE PFIZER INC492.4K shares4.11%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC110.2K shares-4.30%2026-03-312026-04-23

HP INC HP INC685.9K shares35.23%2026-03-312026-04-23

Sponsored

PRU PRUDENTIAL FINL INC134.8K shares36.89%2026-03-312026-04-23

TGT TARGET CORP108.3K shares7.97%2026-03-312026-04-23

GPC GENUINE PARTS CO122.8K shares48.97%2026-03-312026-04-23

BBY BEST BUY INC196.2K shares4.61%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC248.9K shares4.07%2026-03-312026-04-23

MET METLIFE INC169.8K shares47.18%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC71.7K shares-5.54%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP19.6K shares-18.72%2026-03-312026-04-23

Sponsored

DG DOLLAR GEN CORP96.7K shares-3.71%2026-03-312026-04-23

FITB FIFTH THIRD BANCORP238.4K shares58.78%2026-03-312026-04-23

LYB LYONDELLBASELL INDUSTRIES NV135.2K shares9.52%2026-03-312026-04-23

HD HOME DEPOT INC32.5K shares90.65%2026-03-312026-04-23

KMB KIMBERLY-CLARK CORP110.8K shares20.82%2026-03-312026-04-23

VGIT VANGUARD SCOTTSDALE FDS169.2K shares63.90%2026-03-312026-04-23

AMCOR PLC AMCOR PLC245.2K sharesnew addition2026-03-312026-04-23

CMCSA COMCAST CORP NEW330.1K shares15.26%2026-03-312026-04-23

Sponsored

NI NISOURCE INC199.0K shares-3.44%2026-03-312026-04-23

SHEL SHELL PLC97.7K shares-59.66%2026-03-312026-04-23

STT STATE STR CORP70.0K shares1.14%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS106.7K shares-20.22%2026-03-312026-04-23

SLB SLB LIMITED162.3K shares5.82%2026-03-312026-04-23

T AT&T INC281.1K shares1.88%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO27.0K shares-22.68%2026-03-312026-04-23

CAG CONAGRA BRANDS INC505.4K shares14.35%2026-03-312026-04-23

Sponsored

AAPL APPLE INC30.6K shares-4.00%2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR220.3K shares-1.68%2026-03-312026-04-23

SPMB SPDR SERIES TRUST304.5K shares25.86%2026-03-312026-04-23

IDEV ISHARES TR80.1K shares-5.96%2026-03-312026-04-23

SYY SYSCO CORP86.8K shares1.03%2026-03-312026-04-23

SJNK SPDR SERIES TRUST246.5K shares-41.27%2026-03-312026-04-23

FTEC FIDELITY COVINGTON TRUST29.4K shares-1.95%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T9.0K shares-5.68%2026-03-312026-04-23

Sponsored

IJR ISHARES TR44.3K shares0.19%2026-03-312026-04-23

MSFT MICROSOFT CORP13.8K shares-9.78%2026-03-312026-04-23

NFG NATIONAL FUEL GAS CO51.0K shares-0.10%2026-03-312026-04-23

VTI VANGUARD INDEX FDS14.2K shares11.89%2026-03-312026-04-23

SHYL DBX ETF TR96.5K shares-39.67%2026-03-312026-04-23

IEMG ISHARES INC59.0K shares-11.29%2026-03-312026-04-23

NVDA NVIDIA CORPORATION23.6K shares2.62%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS53.5K shares1.03%2026-03-312026-04-23

Sponsored

BAC BANK AMERICA CORP70.1K shares-20.17%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP26.5K shares-13.30%2026-03-312026-04-23

VV VANGUARD INDEX FDS10.3K shares0.92%2026-03-312026-04-23

RTX RTX CORPORATION15.8K shares-15.01%2026-03-312026-04-23

BROADCOM INC BROADCOM INC9.3K shares-13.86%2026-03-312026-04-23

PWR QUANTA SVCS INC5.1K shares-19.47%2026-03-312026-04-23

WMT WALMART INC22.2K shares-12.66%2026-03-312026-04-23

FDX FEDEX CORP7.7K shares-25.76%2026-03-312026-04-23

Sponsored

SPG SIMON PPTY GROUP INC NEW13.9K shares-15.72%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS10.6K shares-27.82%2026-03-312026-04-23

EAGG ISHARES TR52.9K shares20.29%2026-03-312026-04-23

DOW DOW HLDGS INC54.5K shares11.00%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION2.2K shares4.68%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP12.2K shares-15.92%2026-03-312026-04-23

MNA NEW YORK LIFE INVESTMENTS ET60.1K shares-0.81%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-23

Sponsored

EATON CORP PLC EATON CORP PLC6.0K shares-14.62%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS40.4K shares-0.02%2026-03-312026-04-23

PEP PEPSICO INC11.7K shares-13.24%2026-03-312026-04-23

SPYV SPDR SERIES TRUST31.4K shares-4.01%2026-03-312026-04-23

MBB ISHARES TR18.4K shares19.70%2026-03-312026-04-23

D DOMINION ENERGY INC28.2K shares-13.03%2026-03-312026-04-23

VO VANGUARD INDEX FDS5.9K shares13.73%2026-03-312026-04-23

SNPE DBX ETF TR28.2K shares-4.68%2026-03-312026-04-23

Sponsored

TJX TJX COS INC NEW10.4K shares-15.56%2026-03-312026-04-23

INTC INTEL CORP34.8K shares-15.78%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR51.2K shares-6.10%2026-03-312026-04-23

SPYG SPDR SERIES TRUST15.2K shares-5.61%2026-03-312026-04-23

DELL DELL TECHNOLOGIES INC9.0K shares-12.15%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F19.7K shares-2.51%2026-03-312026-04-23

ITOT ISHARES TR10.3K shares-2.80%2026-03-312026-04-23

ADI ANALOG DEVICES INC4.4K shares0.16%2026-03-312026-04-23

Sponsored

NVO NOVO-NORDISK A S37.0K shares-12.17%2026-03-312026-04-23

AMAT APPLIED MATLS INC4.0K shares17.78%2026-03-312026-04-23

NUE NUCOR CORP8.0K shares-15.80%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS6.1K shares-2.31%2026-03-312026-04-23

V VISA INC4.3K shares0.00%2026-03-312026-04-23

ATO ATMOS ENERGY CORP6.8K shares-12.91%2026-03-312026-04-23

SON SONOCO PRODS CO23.3K shares-12.48%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC2.8K shares-19.28%2026-03-312026-04-23

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY3.9K shares-10.93%2026-03-312026-04-23

AMZN AMAZON COM INC5.4K shares8.70%2026-03-312026-04-23

SCHR SCHWAB STRATEGIC TR44.7K shares1.88%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC9.5K shares0.00%2026-03-312026-04-23

ABBV ABBVIE INC4.9K shares14.14%2026-03-312026-04-23

MA MASTERCARD INCORPORATED2.1K shares0.00%2026-03-312026-04-23

LUV SOUTHWEST AIRLS CO27.4K sharesnew addition2026-03-312026-04-23

LNC LINCOLN NATL CORP IND28.9K shares-14.99%2026-03-312026-04-23

Sponsored

IWM ISHARES TR4.1K shares-2.34%2026-03-312026-04-23

NUBD NUSHARES ETF TR42.8K shares17.52%2026-03-312026-04-23

VGLT VANGUARD SCOTTSDALE FDS16.0K shares-85.59%2026-03-312026-04-23

META META PLATFORMS INC1.5K shares-5.72%2026-03-312026-04-23

IEFA ISHARES TR9.5K shares-0.37%2026-03-312026-04-23

CAT CATERPILLAR INC1.2K shares10.45%2026-03-312026-04-23

IUSB ISHARES TR18.3K shares8.57%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST17.2K shares-6.46%2026-03-312026-04-23

Sponsored

CLIP GLOBAL X FDS8.3K shares-7.81%2026-03-312026-04-23

F FORD MTR CO71.1K shares-0.76%2026-03-312026-04-23

GLD SPDR GOLD TR1.8K shares21.13%2026-03-312026-04-23

PG PROCTER & GAMBLE CO5.1K shares-41.01%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2026-03-312026-04-23

SUSB ISHARES TR26.0K shares-19.71%2026-03-312026-04-23

IXUS ISHARES TR7.3K shares0.00%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS13.7K shares36.35%2026-03-312026-04-23

Sponsored

BIL SPDR SERIES TRUST6.2K shares3.38%2026-03-312026-04-23

ESGU ISHARES TR3.9K shares-0.98%2026-03-312026-04-23

AGG ISHARES TR5.5K shares25.09%2026-03-312026-04-23

ALPHABET INC ALPHABET INC1.9K shares19.29%2026-03-312026-04-23

QCOM QUALCOMM INC3.9K shares17.96%2026-03-312026-04-23

TCBI TEXAS CAP BANCSHARES INC5.2K shares0.00%2026-03-312026-04-23

SO SOUTHERN CO5.0K shares0.00%2026-03-312026-04-23

EASG DBX ETF TR12.3K shares-1.04%2026-03-312026-04-23

Sponsored

DVY ISHARES TR2.5K shares0.00%2026-03-312026-04-23

FLOT ISHARES TR7.5K shares0.00%2026-03-312026-04-23

CMI CUMMINS INC700 shares40.00%2026-03-312026-04-23

BOOT BOOT BARN HLDGS INC2.4K shares0.00%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS4.4K shares-9.25%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC400 shares0.00%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE1.2K shares-47.55%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS4.3K shares27.34%2026-03-312026-04-23

Sponsored

ALPHABET INC ALPHABET INC1.1K shares9.21%2026-03-312026-04-23

XJH ISHARES TR7.0K shares0.42%2026-03-312026-04-23

MMM 3M CO2.1K shares0.00%2026-03-312026-04-23

A AGILENT TECHNOLOGIES INC2.7K shares0.00%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares0.00%2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP925 shares0.00%2026-03-312026-04-23

CRM SALESFORCE INC1.4K shares0.00%2026-03-312026-04-23

TPR TAPESTRY INC1.9K shares-75.23%2026-03-312026-04-23

Sponsored

CSX CSX CORP6.3K shares0.35%2026-03-312026-04-23

GEV GE VERNOVA INC298 shares-47.63%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR9.9K shares-0.09%2026-03-312026-04-23

VRP INVESCO EXCH TRADED FD TR II9.6K sharesnew addition2026-03-312026-04-23

EMCS DBX ETF TR6.0K shares-11.30%2026-03-312026-04-23

MNST MONSTER BEVERAGE CORP NEW3.0K shares0.00%2026-03-312026-04-23

VXUS VANGUARD STAR FDS2.6K sharesnew addition2026-03-312026-04-23

SGOV ISHARES TR2.0K shares0.00%2026-03-312026-04-23

Sponsored

NCA NUVEEN CALIFORNIA MUNI VLU F11.8K shares0.00%2026-03-312026-04-23

FIP FTAI INFRASTRUCTURE INC10.5K shares0.00%2026-03-312026-04-23

IEI

ISHARES TR

60.98%

Shares719.8K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-1.31%

Shares101.1K

Event2026-03-31

Filed2026-04-23

VMBS

VANGUARD SCOTTSDALE FDS

21.24%

Shares1.1M

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-8.38%

Shares78.2K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-2.28%

Shares73.0K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

-8.64%

Shares593.9K

Event2026-03-31

Filed2026-04-23

CVS

CVS HEALTH CORP

-2.03%

Shares366.4K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-3.41%

Shares134.3K

Event2026-03-31

Filed2026-04-23

SPIB

SPDR SERIES TRUST

-21.95%

Shares645.6K

Event2026-03-31

Filed2026-04-23

SCHX

SCHWAB STRATEGIC TR

-5.56%

Shares832.9K

Event2026-03-31

Filed2026-04-23

GLW

CORNING INC

-49.06%

Shares155.1K

Event2026-03-31

Filed2026-04-23

WFC

WELLS FARGO & CO

-0.95%

Shares251.4K

Event2026-03-31

Filed2026-04-23

EMR

EMERSON ELEC CO

-0.12%

Shares141.1K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-30.00%

Shares74.6K

Event2026-03-31

Filed2026-04-23

ARB

ALTSHARES TRUST

5.32%

Shares620.9K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-2.73%

Shares267.6K

Event2026-03-31

Filed2026-04-23

TFC

TRUIST FINL CORP

-1.70%

Shares388.7K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

-4.92%

Shares329.3K

Event2026-03-31

Filed2026-04-23

HPE

HEWLETT PACKARD ENTERPRISE C

0.26%

Shares733.2K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

-2.75%

Shares129.8K

Event2026-03-31

Filed2026-04-23

UPS

UNITED PARCEL SVCS INC

11.89%

Shares169.7K

Event2026-03-31

Filed2026-04-23

WEYERHAEUSER CO

104.62%

Shares679.8K

Event2026-03-31

Filed2026-04-23

MDLZ

MONDELEZ INTL INC

5.83%

Shares286.3K

Event2026-03-31

Filed2026-04-23

USB

US BANCORP

0.14%

Shares307.1K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

-1.11%

Shares256.3K

Event2026-03-31

Filed2026-04-23

TRV

TRAVELERS COMPANIES INC

-4.26%

Shares51.8K

Event2026-03-31

Filed2026-04-23

FIS

FIDELITY NATL INFORMATION SV

122.58%

Shares320.9K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-4.65%

Shares191.8K

Event2026-03-31

Filed2026-04-23

TXN

TEXAS INSTRS INC

-0.73%

Shares76.5K

Event2026-03-31

Filed2026-04-23

IFF

INTERNATIONAL FLAVORS&FRAGRA

0.63%

Shares200.6K

Event2026-03-31

Filed2026-04-23

SJM

SMUCKER J M CO

0.93%

Shares150.3K

Event2026-03-31

Filed2026-04-23

DVN

DEVON ENERGY CORP NEW

0.94%

Shares287.1K

Event2026-03-31

Filed2026-04-23

PPG

PPG INDS INC

3.11%

Shares135.0K

Event2026-03-31

Filed2026-04-23

STANLEY BLACK & DECKER INC

5.62%

Shares202.7K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

-19.91%

Shares69.6K

Event2026-03-31

Filed2026-04-23

MEDTRONIC PLC

-0.30%

Shares162.6K

Event2026-03-31

Filed2026-04-23

DUKE ENERGY CORP NEW

-1.23%

Shares105.6K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

4.11%

Shares492.4K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

-4.30%

Shares110.2K

Event2026-03-31

Filed2026-04-23

HP INC

35.23%

Shares685.9K

Event2026-03-31

Filed2026-04-23

PRU

PRUDENTIAL FINL INC

36.89%

Shares134.8K

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP

7.97%

Shares108.3K

Event2026-03-31

Filed2026-04-23

GPC

GENUINE PARTS CO

48.97%

Shares122.8K

Event2026-03-31

Filed2026-04-23

BBY

BEST BUY INC

4.61%

Shares196.2K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

4.07%

Shares248.9K

Event2026-03-31

Filed2026-04-23

MET

METLIFE INC

47.18%

Shares169.8K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

-5.54%

Shares71.7K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

-18.72%

Shares19.6K

Event2026-03-31

Filed2026-04-23

DOLLAR GEN CORP

-3.71%

Shares96.7K

Event2026-03-31

Filed2026-04-23

FITB

FIFTH THIRD BANCORP

58.78%

Shares238.4K

Event2026-03-31

Filed2026-04-23

LYB

LYONDELLBASELL INDUSTRIES NV

9.52%

Shares135.2K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

90.65%

Shares32.5K

Event2026-03-31

Filed2026-04-23

KMB

KIMBERLY-CLARK CORP

20.82%

Shares110.8K

Event2026-03-31

Filed2026-04-23

VGIT

VANGUARD SCOTTSDALE FDS

63.90%

Shares169.2K

Event2026-03-31

Filed2026-04-23

AMCOR PLC

New

Shares245.2K

Event2026-03-31

Filed2026-04-23

CMCSA

COMCAST CORP NEW

15.26%

Shares330.1K

Event2026-03-31

Filed2026-04-23

NISOURCE INC

-3.44%

Shares199.0K

Event2026-03-31

Filed2026-04-23

SHEL

SHELL PLC

-59.66%

Shares97.7K

Event2026-03-31

Filed2026-04-23

STT

STATE STR CORP

1.14%

Shares70.0K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

-20.22%

Shares106.7K

Event2026-03-31

Filed2026-04-23

SLB

SLB LIMITED

5.82%

Shares162.3K

Event2026-03-31

Filed2026-04-23

AT&T INC

1.88%

Shares281.1K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-22.68%

Shares27.0K

Event2026-03-31

Filed2026-04-23

CAG

CONAGRA BRANDS INC

14.35%

Shares505.4K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-4.00%

Shares30.6K

Event2026-03-31

Filed2026-04-23

SCHM

SCHWAB STRATEGIC TR

-1.68%

Shares220.3K

Event2026-03-31

Filed2026-04-23

SPMB

SPDR SERIES TRUST

25.86%

Shares304.5K

Event2026-03-31

Filed2026-04-23

IDEV

ISHARES TR

-5.96%

Shares80.1K

Event2026-03-31

Filed2026-04-23

SYY

SYSCO CORP

1.03%

Shares86.8K

Event2026-03-31

Filed2026-04-23

SJNK

SPDR SERIES TRUST

-41.27%

Shares246.5K

Event2026-03-31

Filed2026-04-23

FTEC

FIDELITY COVINGTON TRUST

-1.95%

Shares29.4K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-5.68%

Shares9.0K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

0.19%

Shares44.3K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-9.78%

Shares13.8K

Event2026-03-31

Filed2026-04-23

NFG

NATIONAL FUEL GAS CO

-0.10%

Shares51.0K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

11.89%

Shares14.2K

Event2026-03-31

Filed2026-04-23

SHYL

DBX ETF TR

-39.67%

Shares96.5K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

-11.29%

Shares59.0K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

2.62%

Shares23.6K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

1.03%

Shares53.5K

Event2026-03-31

Filed2026-04-23

BAC

BANK AMERICA CORP

-20.17%

Shares70.1K

Event2026-03-31

Filed2026-04-23

BANK NEW YORK MELLON CORP

-13.30%

Shares26.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.92%

Shares10.3K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

-15.01%

Shares15.8K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-13.86%

Shares9.3K

Event2026-03-31

Filed2026-04-23

PWR

QUANTA SVCS INC

-19.47%

Shares5.1K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-12.66%

Shares22.2K

Event2026-03-31

Filed2026-04-23

FDX

FEDEX CORP

-25.76%

Shares7.7K

Event2026-03-31

Filed2026-04-23

SPG

SIMON PPTY GROUP INC NEW

-15.72%

Shares13.9K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

-27.82%

Shares10.6K

Event2026-03-31

Filed2026-04-23

EAGG

ISHARES TR

20.29%

Shares52.9K

Event2026-03-31

Filed2026-04-23

DOW

DOW HLDGS INC

11.00%

Shares54.5K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

4.68%

Shares2.2K

Event2026-03-31

Filed2026-04-23

COF

CAPITAL ONE FINL CORP

-15.92%

Shares12.2K

Event2026-03-31

Filed2026-04-23

MNA

NEW YORK LIFE INVESTMENTS ET

-0.81%

Shares60.1K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

-14.62%

Shares6.0K

Event2026-03-31

Filed2026-04-23

SPEM

SPDR INDEX SHS FDS

-0.02%

Shares40.4K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

-13.24%

Shares11.7K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

-4.01%

Shares31.4K

Event2026-03-31

Filed2026-04-23

MBB

ISHARES TR

19.70%

Shares18.4K

Event2026-03-31

Filed2026-04-23

DOMINION ENERGY INC

-13.03%

Shares28.2K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

13.73%

Shares5.9K

Event2026-03-31

Filed2026-04-23

SNPE

DBX ETF TR

-4.68%

Shares28.2K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW

-15.56%

Shares10.4K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

-15.78%

Shares34.8K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB STRATEGIC TR

-6.10%

Shares51.2K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

-5.61%

Shares15.2K

Event2026-03-31

Filed2026-04-23

DELL

DELL TECHNOLOGIES INC

-12.15%

Shares9.0K

Event2026-03-31

Filed2026-04-23

VEU

VANGUARD INTL EQUITY INDEX F

-2.51%

Shares19.7K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

-2.80%

Shares10.3K

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC

0.16%

Shares4.4K

Event2026-03-31

Filed2026-04-23

NVO

NOVO-NORDISK A S

-12.17%

Shares37.0K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

17.78%

Shares4.0K

Event2026-03-31

Filed2026-04-23

NUE

NUCOR CORP

-15.80%

Shares8.0K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-2.31%

Shares6.1K

Event2026-03-31

Filed2026-04-23

VISA INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-23

ATO

ATMOS ENERGY CORP

-12.91%

Shares6.8K

Event2026-03-31

Filed2026-04-23

SON

SONOCO PRODS CO

-12.48%

Shares23.3K

Event2026-03-31

Filed2026-04-23

TRANE TECHNOLOGIES PLC

-19.28%

Shares2.8K

Event2026-03-31

Filed2026-04-23

ELV

ELEVANCE HEALTH INC FORMERLY

-10.93%

Shares3.9K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

8.70%

Shares5.4K

Event2026-03-31

Filed2026-04-23

SCHR

SCHWAB STRATEGIC TR

1.88%

Shares44.7K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

14.14%

Shares4.9K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

LUV

SOUTHWEST AIRLS CO

New

Shares27.4K

Event2026-03-31

Filed2026-04-23

LNC

LINCOLN NATL CORP IND

-14.99%

Shares28.9K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

-2.34%

Shares4.1K

Event2026-03-31

Filed2026-04-23

NUBD

NUSHARES ETF TR

17.52%

Shares42.8K

Event2026-03-31

Filed2026-04-23

VGLT

VANGUARD SCOTTSDALE FDS

-85.59%

Shares16.0K

Event2026-03-31

Filed2026-04-23