Sponsored

The Analysis of CAPITAL ADVISORS INC/OK's Holdings & P&L

Currently, CAPITAL ADVISORS INC/OK holds 357 types of securities in its portfolio with a total value $6.2B. In the most recent quarter, they have increased their positions in VGSH (+931.5K shares, valued at $54.5M), VUSB (+580.8K shares, valued at $28.9M), VZ (+498.1K shares, valued at $25.0M); decreased their positions in GLW (-201.6K shares, valued at $27.4M), N/A (-74.6K shares, valued at $26.7M), N/A (-74.1K shares, valued at $22.9M); initiated new positions in VUSB (+580.8K shares, valued at $28.9M), MOG.A (+57.3K shares, valued at $16.8M), DTH (+12.4K shares, valued at $670.7K).

1M P&L

+179.6M+2.98%

3M P&L

+167.5M+2.77%

HY P&L

+537.7M+9.49%

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/A1.3B

23.4%

2Beverages - Non-Alcoholic414.6M

7.2%

3Semiconductors313.5M

5.5%

Top Industries by Stock Count

1N/A97 stocks

30.0%

2Drug Manufacturers - General9 stocks

2.8%

3Semiconductors9 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PEP PEPSICO INC2.2M shares0.49%2026-03-312026-04-27

NVDA NVIDIA CORPORATION1.5M shares2.58%2026-03-312026-04-27

AAPL APPLE INC878.5K shares1.78%2026-03-312026-04-27

MSFT MICROSOFT CORP499.5K shares-6.88%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO567.0K shares-0.05%2026-03-312026-04-27

AMZN AMAZON COM INC770.5K shares-0.22%2026-03-312026-04-27

ALPHABET INC ALPHABET INC553.6K shares0.13%2026-03-312026-04-27

WMB WILLIAMS COS INC2.0M shares-11.08%2026-03-312026-04-27

Sponsored

XOM EXXON MOBIL CORP790.9K shares2.00%2026-03-312026-04-27

CVX CHEVRON CORPORATION645.8K shares0.98%2026-03-312026-04-27

AMAT APPLIED MATLS INC376.0K shares-14.01%2026-03-312026-04-27

IBDU ISHARES TR5.1M shares5.94%2026-03-312026-04-27

ACWI ISHARES TR792.7K shares2.98%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC2.0M shares32.75%2026-03-312026-04-27

SO SOUTHERN CO1.0M shares3.89%2026-03-312026-04-27

IBDT ISHARES TR3.5M shares6.94%2026-03-312026-04-27

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F1.5M shares39.61%2026-03-312026-04-27

ABBV ABBVIE INC402.0K shares2.93%2026-03-312026-04-27

MS MORGAN STANLEY509.4K shares0.51%2026-03-312026-04-27

SPG SIMON PPTY GROUP INC NEW415.2K shares2.12%2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F1.4M shares24.35%2026-03-312026-04-27

GEV GE VERNOVA INC87.4K shares0.99%2026-03-312026-04-27

HON HONEYWELL INTL INC331.2K shares4.26%2026-03-312026-04-27

CSCO CISCO SYS INC921.8K shares2.95%2026-03-312026-04-27

Sponsored

IBDX ISHARES TR2.8M shares5.17%2026-03-312026-04-27

IBDV ISHARES TR3.2M shares6.22%2026-03-312026-04-27

IBDW ISHARES TR3.3M shares7.35%2026-03-312026-04-27

KO COCA COLA CO909.8K shares2.91%2026-03-312026-04-27

ENB ENBRIDGE INC1.3M shares15.47%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS248.8K shares8.39%2026-03-312026-04-27

SYK STRYKER CORPORATION179.5K shares4.04%2026-03-312026-04-27

SPIB SPDR SERIES TRUST1.7M shares-0.43%2026-03-312026-04-27

Sponsored

BA BOEING CO288.0K shares4.41%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC123.1K shares0.51%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC353.8K shares3.45%2026-03-312026-04-27

CCJ CAMECO CORP520.4K shares-9.66%2026-03-312026-04-27

TOTL SSGA ACTIVE ETF TR1.4M shares-2.77%2026-03-312026-04-27

EQT CORP EQT CORP864.2K shares-0.37%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC633.6K shares-0.89%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS935.1K shares26441.39%2026-03-312026-04-27

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL112.7K shares-24.48%2026-03-312026-04-27

ROK ROCKWELL AUTOMATION INC147.5K shares3.15%2026-03-312026-04-27

PFE PFIZER INC1.8M shares11.10%2026-03-312026-04-27

O REALTY INCOME CORP835.0K shares22.65%2026-03-312026-04-27

RIO RIO TINTO PLC529.6K shares0.79%2026-03-312026-04-27

JMBS JANUS DETROIT STR TR1.1M shares-0.57%2026-03-312026-04-27

TSLA TESLA INC128.7K shares23.15%2026-03-312026-04-27

TXN TEXAS INSTRS INC241.6K shares14.16%2026-03-312026-04-27

Sponsored

IBDS ISHARES TR1.9M shares4.95%2026-03-312026-04-27

PG PROCTER & GAMBLE CO324.1K shares0.52%2026-03-312026-04-27

ECL ECOLAB INC175.2K shares7.47%2026-03-312026-04-27

WM WASTE MGMT INC DEL198.0K shares0.74%2026-03-312026-04-27

MELI MERCADOLIBRE INC26.2K shares23.93%2026-03-312026-04-27

PRU PRUDENTIAL FINL INC459.6K shares13.29%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR1.8M shares-23.79%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F823.2K shares-21.00%2026-03-312026-04-27

Sponsored

V VISA INC146.7K shares1.70%2026-03-312026-04-27

DHR DANAHER CORP DEL231.5K shares0.25%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T66.8K shares-27.99%2026-03-312026-04-27

GLW CORNING INC318.4K shares-38.77%2026-03-312026-04-27

VLTO VERALTO CORP488.2K shares0.54%2026-03-312026-04-27

BN BROOKFIELD CORP1.0M shares-21.13%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP66.5K shares3.48%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP142.6K shares0.75%2026-03-312026-04-27

Sponsored

HD HOME DEPOT INC118.1K shares4.34%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC620.6K shares-37.20%2026-03-312026-04-27

UNILEVER PLC UNILEVER PLC635.4K shares3.56%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND180.7K shares23.25%2026-03-312026-04-27

SCCO SOUTHERN COPPER CORP181.3K shares-35.91%2026-03-312026-04-27

DASH DOORDASH INC204.8K shares1.29%2026-03-312026-04-27

IJR ISHARES TR236.5K shares4.18%2026-03-312026-04-27

VUSB VANGUARD BD INDEX FDS580.8K sharesnew addition2026-03-312026-04-27

Sponsored

BLACKSTONE INC BLACKSTONE INC249.6K shares48.21%2026-03-312026-04-27

SPSB SPDR SERIES TRUST952.1K shares1.47%2026-03-312026-04-27

ARCC ARES CAPITAL CORP1.6M shares0.44%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC391.8K shares1.69%2026-03-312026-04-27

PAYX PAYCHEX INC296.3K shares2.50%2026-03-312026-04-27

ABNB AIRBNB INC214.4K shares4.11%2026-03-312026-04-27

WSO WATSCO INC71.1K shares7.10%2026-03-312026-04-27

SE SEA LTD292.8K shares3.07%2026-03-312026-04-27

Sponsored

GIS GENERAL MILLS INC574.3K shares-0.36%2026-03-312026-04-27

MOG.A MOOG INC57.3K sharesnew addition2026-03-312026-04-27

IVLU ISHARES TR401.8K shares2.95%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS247.5K shares-50.56%2026-03-312026-04-27

VIOV VANGUARD ADMIRAL FDS INC150.8K shares3.04%2026-03-312026-04-27

META META PLATFORMS INC24.6K shares1.18%2026-03-312026-04-27

VB VANGUARD INDEX FDS50.3K shares-1.20%2026-03-312026-04-27

EMR EMERSON ELEC CO88.1K shares-0.38%2026-03-312026-04-27

Sponsored

OKE ONEOK INC NEW115.0K shares4.66%2026-03-312026-04-27

ALPHABET INC ALPHABET INC35.1K shares13.10%2026-03-312026-04-27

IONQ IONQ INC347.2K shares1.63%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR16.4K shares7.52%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS200.5K shares-51.20%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR97.7K shares-0.91%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP40.3K shares4.86%2026-03-312026-04-27

WMT WALMART INC67.8K shares3.17%2026-03-312026-04-27

Sponsored

NFLX NETFLIX INC.84.5K shares16.17%2026-03-312026-04-27

IVW ISHARES TR66.5K shares-0.58%2026-03-312026-04-27

BROADCOM INC BROADCOM INC22.4K shares-76.74%2026-03-312026-04-27

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2026-03-312026-04-27

LLY ELI LILLY & CO6.1K shares-1.19%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L147.5K shares5.90%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON22.4K shares2.78%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION5.0K shares0.95%2026-03-312026-04-27

Sponsored

IJH ISHARES TR68.2K shares0.58%2026-03-312026-04-27

VGT VANGUARD WORLD FD6.4K shares0.00%2026-03-312026-04-27

ORCL ORACLE CORP29.9K shares0.00%2026-03-312026-04-27

COP CONOCOPHILLIPS31.4K shares0.45%2026-03-312026-04-27

RTX RTX CORPORATION21.2K shares2.07%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC26.9K shares28.90%2026-03-312026-04-27

ABT ABBOTT LABORATORIES32.8K shares3.56%2026-03-312026-04-27

VTI VANGUARD INDEX FDS10.3K shares0.14%2026-03-312026-04-27

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS5.3K shares8.60%2026-03-312026-04-27

CAT CATERPILLAR INC4.4K shares17.87%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR118.2K shares-3.66%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR22.7K shares3.17%2026-03-312026-04-27

YUM YUM BRANDS INC19.3K shares0.00%2026-03-312026-04-27

AAON AAON INC36.0K shares0.00%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP31.7K shares6.38%2026-03-312026-04-27

PSX PHILLIPS 6616.1K shares2.30%2026-03-312026-04-27

Sponsored

IVV ISHARES TR4.3K shares-0.41%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC13.6K shares14.85%2026-03-312026-04-27

ARLP ALLIANCE RESOURCE PARTNERS L99.0K shares0.00%2026-03-312026-04-27

SLV ISHARES SILVER TR37.6K shares4.55%2026-03-312026-04-27

VLO VALERO ENERGY CORP9.3K shares4.70%2026-03-312026-04-27

FITB FIFTH THIRD BANCORP46.9K shares0.22%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC8.0K shares13.17%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS14.5K shares3.84%2026-03-312026-04-27

Sponsored

GLD SPDR GOLD TR5.0K shares-1.03%2026-03-312026-04-27

MMM 3M CO14.8K shares2.09%2026-03-312026-04-27

MCD MCDONALDS CORP6.8K shares7.11%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC6.1K shares3.78%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR82.5K shares1.87%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS9.1K shares1.11%2026-03-312026-04-27

SHOP SHOPIFY INC15.8K shares92.70%2026-03-312026-04-27

BAC BANK AMERICA CORP37.9K shares-5.24%2026-03-312026-04-27

Sponsored

ET ENERGY TRANSFER L P95.7K shares25.91%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR29.3K shares0.04%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE6.3K shares8.11%2026-03-312026-04-27

NXPI NXP SEMICONDUCTORS N V8.5K shares22.21%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC4.2K shares43.29%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.5K shares9.02%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR49.9K shares-2.16%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO25.1K shares37.56%2026-03-312026-04-27

Sponsored

TTD THE TRADE DESK INC67.2K shares875.19%2026-03-312026-04-27

VIS VANGUARD WORLD FD4.7K shares0.00%2026-03-312026-04-27

MPC MARATHON PETE CORP6.0K shares24.18%2026-03-312026-04-27

IWM ISHARES TR5.7K shares0.98%2026-03-312026-04-27

DVN DEVON ENERGY CORP NEW26.9K shares13.48%2026-03-312026-04-27

SDY SPDR SERIES TRUST9.2K shares-1.28%2026-03-312026-04-27

MO ALTRIA GROUP INC19.0K shares4.87%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR42.4K shares0.32%2026-03-312026-04-27

Sponsored

QCOM QUALCOMM INC9.2K shares-13.97%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC9.8K shares-1.84%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC6.8K shares3.33%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC8.6K shares1.22%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN5.5K shares3.25%2026-03-312026-04-27

MA MASTERCARD INCORPORATED2.2K shares49.49%2026-03-312026-04-27

CVS CVS HEALTH CORP14.9K shares-0.45%2026-03-312026-04-27

LOW LOWES COS INC4.4K shares2.21%2026-03-312026-04-27

Sponsored

APP APPLOVIN CORP2.4K shares4.61%2026-03-312026-04-27

IWF ISHARES TR2.2K shares-8.44%2026-03-312026-04-27

EEM ISHARES TR16.6K shares42.01%2026-03-312026-04-27

VUG VANGUARD INDEX FDS2.2K shares-4.05%2026-03-312026-04-27

DIS DISNEY WALT CO9.8K shares4.24%2026-03-312026-04-27

VCR VANGUARD WORLD FD2.6K shares0.00%2026-03-312026-04-27

ORLY OREILLY AUTOMOTIVE INC10.0K shares319.81%2026-03-312026-04-27

YUMC YUM CHINA HLDGS INC18.6K shares0.00%2026-03-312026-04-27

Sponsored

NVO NOVO-NORDISK A S24.4K shares20.03%2026-03-312026-04-27

GDX VANECK ETF TRUST9.8K shares0.24%2026-03-312026-04-27

NEE NEXTERA ENERGY INC9.3K shares21.13%2026-03-312026-04-27

IVE ISHARES TR4.1K shares-1.93%2026-03-312026-04-27

PPLT ABRDN PLATINUM ETF TRUST4.8K shares0.00%2026-03-312026-04-27

MCK MCKESSON CORP987 shares5.45%2026-03-312026-04-27

CL COLGATE PALMOLIVE CO10.0K shares4.30%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC7.5K shares20.38%2026-03-312026-04-27

Sponsored

T AT&T INC28.9K shares4.84%2026-03-312026-04-27

ASTS AST SPACEMOBILE INC10.0K shares25.69%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.3K shares-8.25%2026-03-312026-04-27

AMGN AMGEN INC2.3K shares5.73%2026-03-312026-04-27

BP BP PLC16.8K shares-19.64%2026-03-312026-04-27

MSI MOTOROLA SOLUTIONS INC1.8K shares3.79%2026-03-312026-04-27

VTV VANGUARD INDEX FDS3.9K shares-1.35%2026-03-312026-04-27

ITOT ISHARES TR5.4K shares-0.55%2026-03-312026-04-27

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.1K shares0.00%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP1.1K shares4.76%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO2.4K shares40.17%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC835 shares-0.60%2026-03-312026-04-27

WPM WHEATON PRECIOUS METALS CORP5.3K shares-1.75%2026-03-312026-04-27

CWB SPDR SERIES TRUST7.6K shares0.00%2026-03-312026-04-27

IMTM ISHARES TR14.4K shares0.25%2026-03-312026-04-27

SBUX STARBUCKS CORP7.6K shares-0.55%2026-03-312026-04-27

Sponsored

DFAC DIMENSIONAL ETF TRUST17.3K shares-3.18%2026-03-312026-04-27

DTH WISDOMTREE TR12.4K sharesnew addition2026-03-312026-04-27

SPGI S&P GLOBAL INC1.6K shares19.22%2026-03-312026-04-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.7K shares-23.13%2026-03-312026-04-27

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.8K shares24.88%2026-03-312026-04-27

L LOEWS CORP6.0K shares0.00%2026-03-312026-04-27

HBAN HUNTINGTON BANCSHARES INC40.8K shares0.00%2026-03-312026-04-27

MPLX MPLX LP11.2K shares49.84%2026-03-312026-04-27

Sponsored

IP INTERNATIONAL PAPER CO17.3K shares0.00%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS13.5K shares0.91%2026-03-312026-04-27

DFUV DIMENSIONAL ETF TRUST12.6K shares0.00%2026-03-312026-04-27

ONEQ FIDELITY COMWLTH TR7.2K sharesnew addition2026-03-312026-04-27

WFC WELLS FARGO & CO7.6K shares17.52%2026-03-312026-04-27

SHEL SHELL PLC6.5K shares0.65%2026-03-312026-04-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.2K shares42.12%2026-03-312026-04-27

FNDX SCHWAB STRATEGIC TR21.4K shares1.04%2026-03-312026-04-27

Sponsored

BLACKROCK INC BLACKROCK INC605 shares2.72%2026-03-312026-04-27

DDS DILLARDS INC1.0K shares-0.20%2026-03-312026-04-27

HCA HCA HEALTHCARE INC1.2K shares12.90%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares0.03%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC1.2K shares0.88%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF14.5K shares-42.16%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL16.5K shares0.26%2026-03-312026-04-27

BKR BAKER HUGHES COMPANY8.9K shares0.00%2026-03-312026-04-27

Sponsored

OGS ONE GAS INC6.3K shares108.81%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND1.1K shares12.22%2026-03-312026-04-27

GILD GILEAD SCIENCES INC3.8K shares17.28%2026-03-312026-04-27

OGE OGE ENERGY CORP11.0K shares52.18%2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP7.9K shares1.36%2026-03-312026-04-27

SEDG SOLAREDGE TECHNOLOGIES INC10.0K sharesnew addition2026-03-312026-04-27

EW EDWARDS LIFESCIENCES CORP6.3K shares16.95%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC1.4K shares-98.16%2026-03-312026-04-27

Sponsored

VHT VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-04-27

ASML ASML HLDG NV373 shares23.92%2026-03-312026-04-27

LUV SOUTHWEST AIRLS CO12.9K shares19.52%2026-03-312026-04-27

CSX CSX CORP11.8K shares-4.02%2026-03-312026-04-27

DECK DECKERS OUTDOOR CORP4.7K sharesnew addition2026-03-312026-04-27

IBOC INTERNATIONAL BANCSHARES COR7.0K shares0.00%2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC2.7K shares1.58%2026-03-312026-04-27

WAB WABTEC1.9K sharesnew addition2026-03-312026-04-27

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC3.7K shares40.42%2026-03-312026-04-27

SRE SEMPRA4.7K shares0.13%2026-03-312026-04-27

FTV FORTIVE CORP8.2K shares0.00%2026-03-312026-04-27

UNP UNION PAC CORP1.9K shares11.75%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC4.6K shares30.25%2026-03-312026-04-27

AM ANTERO MIDSTREAM CORP19.5K shares0.00%2026-03-312026-04-27

SOFI SOFI TECHNOLOGIES INC27.7K shares21.46%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR8.9K shares-3.20%2026-03-312026-04-27

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T9.7K shares0.00%2026-03-312026-04-27

CRM SALESFORCE INC2.3K shares0.73%2026-03-312026-04-27

VV VANGUARD INDEX FDS1.5K shares-10.18%2026-03-312026-04-27

FIX COMFORT SYS USA INC315 shares1.29%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP483 shares59.93%2026-03-312026-04-27

ARCB ARCBEST CORP4.4K shares0.00%2026-03-312026-04-27

DVY ISHARES TR2.8K shares16.51%2026-03-312026-04-27

NOW SERVICENOW INC4.0K shares1.03%2026-03-312026-04-27

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40683 shares0.00%2026-03-312026-04-27

IDEV ISHARES TR5.0K shares0.00%2026-03-312026-04-27

DVYE ISHARES INC12.1K sharesnew addition2026-03-312026-04-27

FTEC FIDELITY COVINGTON TRUST2.0K shares5.84%2026-03-312026-04-27

HAL HALLIBURTON CO10.4K shares14.36%2026-03-312026-04-27

XLP SELECT SECTOR SPDR TR4.9K shares0.00%2026-03-312026-04-27

BCE BCE INC15.8K sharesnew addition2026-03-312026-04-27

IWB ISHARES TR1.1K shares24.52%2026-03-312026-04-27

Sponsored

SHW SHERWIN WILLIAMS CO1.2K shares2.10%2026-03-312026-04-27

ALPS ETF TR ALPS ETF TR7.4K shares0.00%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP1.3K shares0.67%2026-03-312026-04-27

FANG DIAMONDBACK ENERGY INC1.9K shares-15.69%2026-03-312026-04-27

ALL ALLSTATE CORP1.8K shares0.23%2026-03-312026-04-27

FDX FEDEX CORP1.0K shares8.18%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO1.4K shares-5.12%2026-03-312026-04-27

ACGL ARCH CAP GROUP LTD3.7K shares16.16%2026-03-312026-04-27

Sponsored

HP HELMERICH & PAYNE INC10.0K shares-9.39%2026-03-312026-04-27

INTC INTEL CORP8.1K shares41.61%2026-03-312026-04-27

ADI ANALOG DEVICES INC1.1K sharesnew addition2026-03-312026-04-27

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.1K shares0.06%2026-03-312026-04-27

IWP ISHARES TR2.8K shares-4.57%2026-03-312026-04-27

ICE INTERCONTINENTAL EXCHANGE IN2.3K shares26.56%2026-03-312026-04-27

MARA MARA HOLDINGS INC43.4K shares2.80%2026-03-312026-04-27

FSLR FIRST SOLAR INC1.8K shares0.00%2026-03-312026-04-27

Sponsored

ORI OLD REP INTL CORP8.8K sharesnew addition2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.0K sharesnew addition2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS4.4K shares-0.81%2026-03-312026-04-27

MP MP MATERIALS CORP7.1K shares31.53%2026-03-312026-04-27

RKT ROCKET COS INC24.0K sharesnew addition2026-03-312026-04-27

BANF BANCFIRST CORP3.2K shares0.16%2026-03-312026-04-27

IEV ISHARES TR5.0K shares0.00%2026-03-312026-04-27

PB PROSPERITY BANCSHARES INC5.0K shares0.00%2026-03-312026-04-27

Sponsored

TGT TARGET CORP2.8K shares1.27%2026-03-312026-04-27

CMG CHIPOTLE MEXICAN GRILL INC10.5K shares34.48%2026-03-312026-04-27

RSPG INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-03-312026-04-27

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC7.3K shares15.43%2026-03-312026-04-27

NET CLOUDFLARE INC1.6K shares53.53%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR2.0K shares32.26%2026-03-312026-04-27

CAH CARDINAL HEALTH INC1.6K shares-1.20%2026-03-312026-04-27

CTRA COTERRA ENERGY INC9.3K shares0.00%2026-03-312026-04-27

Sponsored

DE DEERE & CO572 sharesnew addition2026-03-312026-04-27

IXC ISHARES TR5.5K sharesnew addition2026-03-312026-04-27

BOKF BOK FINL CORP2.5K shares0.00%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR10.8K shares20.70%2026-03-312026-04-27

TER TERADYNE INC1.1K sharesnew addition2026-03-312026-04-27

HWM HOWMET AEROSPACE INC1.3K shares-0.81%2026-03-312026-04-27

RCL ROYAL CARIBBEAN GROUP1.1K shares0.09%2026-03-312026-04-27

PICK ISHARES INC5.3K shares0.00%2026-03-312026-04-27

Sponsored

EFA ISHARES TR3.1K sharesnew addition2026-03-312026-04-27

AFL AFLAC INC2.7K shares23.47%2026-03-312026-04-27

CTVA CORTEVA INC3.5K shares0.03%2026-03-312026-04-27

JKHY HENRY JACK & ASSOC INC1.8K shares11.57%2026-03-312026-04-27

APH AMPHENOL CORP2.2K shares6.72%2026-03-312026-04-27

VSS VANGUARD INTL EQUITY INDEX F1.9K shares0.63%2026-03-312026-04-27

MUB ISHARES TR2.6K shares39.04%2026-03-312026-04-27

SMA SMARTSTOP SELF STORAG REIT I9.1K shares0.00%2026-03-312026-04-27

Sponsored

IDXX IDEXX LABS INC488 shares-1.81%2026-03-312026-04-27

TM TOYOTA MOTOR CORP1.3K shares0.30%2026-03-312026-04-27

EMXC ISHARES INC3.4K shares0.00%2026-03-312026-04-27

AMRZ AMRIZE LTD4.8K shares12.51%2026-03-312026-04-27

FLEX FLEXTRONICS INTL LTD4.0K shares1.45%2026-03-312026-04-27

SUN SUNOCO LP/SUNOCO FIN CORP3.9K sharesnew addition2026-03-312026-04-27

DOW DOW HLDGS INC6.1K sharesnew addition2026-03-312026-04-27

BCPC BALCHEM CORP1.5K sharesnew addition2026-03-312026-04-27

Sponsored

COF CAPITAL ONE FINL CORP1.4K shares-1.42%2026-03-312026-04-27

ETR ENTERGY CORP NEW2.2K shares-0.40%2026-03-312026-04-27

CBSH COMMERCE BANCSHARES INC5.1K shares9.70%2026-03-312026-04-27

NVS NOVARTIS AG1.6K sharesnew addition2026-03-312026-04-27

CMCSA COMCAST CORP NEW8.7K shares-27.09%2026-03-312026-04-27

INDA ISHARES TR5.3K sharesnew addition2026-03-312026-04-27

FNDA SCHWAB STRATEGIC TR7.5K sharesnew addition2026-03-312026-04-27

SHM SPDR SERIES TRUST5.1K shares0.00%2026-03-312026-04-27

Sponsored

IEMG ISHARES INC3.5K shares-5.85%2026-03-312026-04-27

HSY HERSHEY CO1.2K shares0.00%2026-03-312026-04-27

CAKE CHEESECAKE FACTORY INC4.4K shares0.00%2026-03-312026-04-27

WY WEYERHAEUSER CO9.9K shares0.15%2026-03-312026-04-27

CRSP CRISPR THERAPEUTICS AG5.0K shares-0.87%2026-03-312026-04-27

IJS ISHARES TR2.0K sharesnew addition2026-03-312026-04-27

WES WESTERN MIDSTREAM PARTNERS L5.6K shares0.00%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC658 sharesnew addition2026-03-312026-04-27

Sponsored

IEFA ISHARES TR2.5K shares3.86%2026-03-312026-04-27

MDLZ MONDELEZ INTL INC3.9K sharesnew addition2026-03-312026-04-27

AJG GALLAGHER ARTHUR J & CO1.0K shares1.50%2026-03-312026-04-27

AR ANTERO RESOURCES CORP5.2K sharesnew addition2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2026-03-312026-04-27

AZO AUTOZONE INC64 sharesnew addition2026-03-312026-04-27

AFRM AFFIRM HLDGS INC4.7K sharesnew addition2026-03-312026-04-27

JBHT HUNT J B TRANS SVCS INC1.0K sharesnew addition2026-03-312026-04-27

Sponsored

DAL DELTA AIR LINES INC3.1K sharesnew addition2026-03-312026-04-27

CENCORA INC CENCORA INC665 sharesnew addition2026-03-312026-04-27

PHYS SPROTT ASSET MANAGEMENT LP5.9K sharesnew addition2026-03-312026-04-27

VO VANGUARD INDEX FDS712 shares-3.26%2026-03-312026-04-27

VECO VEECO INSTRS INC DEL6.0K sharesnew addition2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS4.1K sharesnew addition2026-03-312026-04-27

MSCI MSCI INC372 shares-19.48%2026-03-312026-04-27

ETHW BITWISE ETHEREUM ETF10.4K shares0.00%2026-03-312026-04-27

Sponsored

RITM RITHM CAPITAL CORP10.1K shares0.00%2026-03-312026-04-27

KYTX KYVERNA THERAPEUTICS INC10.0K shares0.00%2026-03-312026-04-27

GNSS GENASYS INC43.7K shares0.00%2026-03-312026-04-27

OPEN OPENDOOR TECHNOLOGIES INC15.6K shares-47.44%2026-03-312026-04-27

ENVX ENOVIX CORPORATION11.8K sharesnew addition2026-03-312026-04-27

BBAI BIGBEAR AI HLDGS INC14.1K sharesnew addition2026-03-312026-04-27

RR RICHTECH ROBOTICS INC15.9K shares-42.12%2026-03-312026-04-27

OPK OPKO HEALTH INC20.0K shares-94.59%2026-03-312026-04-27

Sponsored

AMODW ALPHA MODUS HLDGS INC319.3K sharesnew addition2026-03-312026-04-27

CTM CASTELLUM INC22.0K sharesnew addition2026-03-312026-04-27

BIGBEAR AI HLDGS INC BIGBEAR AI HLDGS INC25.0K sharesnew addition2026-03-312026-04-27

MEGA MATRIX INC MEGA MATRIX INC12.0K sharesnew addition2026-03-312026-04-27

CLOUDASTRUCTURE INC CLOUDASTRUCTURE INC10.0K sharesnew addition2026-03-312026-04-27

PEP

PEPSICO INC

0.49%

Shares2.2M

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

2.58%

Shares1.5M

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

1.78%

Shares878.5K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-6.88%

Shares499.5K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-0.05%

Shares567.0K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-0.22%

Shares770.5K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.13%

Shares553.6K

Event2026-03-31

Filed2026-04-27

WMB

WILLIAMS COS INC

-11.08%

Shares2.0M

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

2.00%

Shares790.9K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

0.98%

Shares645.8K

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

-14.01%

Shares376.0K

Event2026-03-31

Filed2026-04-27

IBDU

ISHARES TR

5.94%

Shares5.1M

Event2026-03-31

Filed2026-04-27

ACWI

ISHARES TR

2.98%

Shares792.7K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

32.75%

Shares2.0M

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

3.89%

Shares1.0M

Event2026-03-31

Filed2026-04-27

IBDT

ISHARES TR

6.94%

Shares3.5M

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

39.61%

Shares1.5M

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

2.93%

Shares402.0K

Event2026-03-31

Filed2026-04-27

MORGAN STANLEY

0.51%

Shares509.4K

Event2026-03-31

Filed2026-04-27

SPG

SIMON PPTY GROUP INC NEW

2.12%

Shares415.2K

Event2026-03-31

Filed2026-04-27

JEPQ

J P MORGAN EXCHANGE TRADED F

24.35%

Shares1.4M

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

0.99%

Shares87.4K

Event2026-03-31

Filed2026-04-27

HON

HONEYWELL INTL INC

4.26%

Shares331.2K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

2.95%

Shares921.8K

Event2026-03-31

Filed2026-04-27

IBDX

ISHARES TR

5.17%

Shares2.8M

Event2026-03-31

Filed2026-04-27

IBDV

ISHARES TR

6.22%

Shares3.2M

Event2026-03-31

Filed2026-04-27

IBDW

ISHARES TR

7.35%

Shares3.3M

Event2026-03-31

Filed2026-04-27

COCA COLA CO

2.91%

Shares909.8K

Event2026-03-31

Filed2026-04-27

ENB

ENBRIDGE INC

15.47%

Shares1.3M

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

8.39%

Shares248.8K

Event2026-03-31

Filed2026-04-27

SYK

STRYKER CORPORATION

4.04%

Shares179.5K

Event2026-03-31

Filed2026-04-27

SPIB

SPDR SERIES TRUST

-0.43%

Shares1.7M

Event2026-03-31

Filed2026-04-27

BOEING CO

4.41%

Shares288.0K

Event2026-03-31

Filed2026-04-27

ISRG

INTUITIVE SURGICAL INC

0.51%

Shares123.1K

Event2026-03-31

Filed2026-04-27

PANW

PALO ALTO NETWORKS INC

3.45%

Shares353.8K

Event2026-03-31

Filed2026-04-27

CCJ

CAMECO CORP

-9.66%

Shares520.4K

Event2026-03-31

Filed2026-04-27

TOTL

SSGA ACTIVE ETF TR

-2.77%

Shares1.4M

Event2026-03-31

Filed2026-04-27

EQT CORP

-0.37%

Shares864.2K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC

-0.89%

Shares633.6K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

26441.39%

Shares935.1K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-24.48%

Shares112.7K

Event2026-03-31

Filed2026-04-27

ROK

ROCKWELL AUTOMATION INC

3.15%

Shares147.5K

Event2026-03-31

Filed2026-04-27

PFE

PFIZER INC

11.10%

Shares1.8M

Event2026-03-31

Filed2026-04-27

REALTY INCOME CORP

22.65%

Shares835.0K

Event2026-03-31

Filed2026-04-27

RIO

RIO TINTO PLC

0.79%

Shares529.6K

Event2026-03-31

Filed2026-04-27

JMBS

JANUS DETROIT STR TR

-0.57%

Shares1.1M

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

23.15%

Shares128.7K

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

14.16%

Shares241.6K

Event2026-03-31

Filed2026-04-27

IBDS

ISHARES TR

4.95%

Shares1.9M

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

0.52%

Shares324.1K

Event2026-03-31

Filed2026-04-27

ECL

ECOLAB INC

7.47%

Shares175.2K

Event2026-03-31

Filed2026-04-27

WASTE MGMT INC DEL

0.74%

Shares198.0K

Event2026-03-31

Filed2026-04-27

MELI

MERCADOLIBRE INC

23.93%

Shares26.2K

Event2026-03-31

Filed2026-04-27

PRU

PRUDENTIAL FINL INC

13.29%

Shares459.6K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

-23.79%

Shares1.8M

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

-21.00%

Shares823.2K

Event2026-03-31

Filed2026-04-27

VISA INC

1.70%

Shares146.7K

Event2026-03-31

Filed2026-04-27

DHR

DANAHER CORP DEL

0.25%

Shares231.5K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-27.99%

Shares66.8K

Event2026-03-31

Filed2026-04-27

GLW

CORNING INC

-38.77%

Shares318.4K

Event2026-03-31

Filed2026-04-27

VLTO

VERALTO CORP

0.54%

Shares488.2K

Event2026-03-31

Filed2026-04-27

BROOKFIELD CORP

-21.13%

Shares1.0M

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

3.48%

Shares66.5K

Event2026-03-31

Filed2026-04-27

CEG

CONSTELLATION ENERGY CORP

0.75%

Shares142.6K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

4.34%

Shares118.1K

Event2026-03-31

Filed2026-04-27

FCX

FREEPORT MCMORAN INC

-37.20%

Shares620.6K

Event2026-03-31

Filed2026-04-27

UNILEVER PLC

3.56%

Shares635.4K

Event2026-03-31

Filed2026-04-27

ACCENTURE PLC IRELAND

23.25%

Shares180.7K

Event2026-03-31

Filed2026-04-27

SCCO

SOUTHERN COPPER CORP

-35.91%

Shares181.3K

Event2026-03-31

Filed2026-04-27

DASH

DOORDASH INC

1.29%

Shares204.8K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

4.18%

Shares236.5K

Event2026-03-31

Filed2026-04-27

VUSB

VANGUARD BD INDEX FDS

New

Shares580.8K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC

48.21%

Shares249.6K

Event2026-03-31

Filed2026-04-27

SPSB

SPDR SERIES TRUST

1.47%

Shares952.1K

Event2026-03-31

Filed2026-04-27

ARCC

ARES CAPITAL CORP

0.44%

Shares1.6M

Event2026-03-31

Filed2026-04-27

UBER

UBER TECHNOLOGIES INC

1.69%

Shares391.8K

Event2026-03-31

Filed2026-04-27

PAYX

PAYCHEX INC

2.50%

Shares296.3K

Event2026-03-31

Filed2026-04-27

ABNB

AIRBNB INC

4.11%

Shares214.4K

Event2026-03-31

Filed2026-04-27

WSO

WATSCO INC

7.10%

Shares71.1K

Event2026-03-31

Filed2026-04-27

SEA LTD

3.07%

Shares292.8K

Event2026-03-31

Filed2026-04-27

GIS

GENERAL MILLS INC

-0.36%

Shares574.3K

Event2026-03-31

Filed2026-04-27

MOG.A

MOOG INC

New

Shares57.3K

Event2026-03-31

Filed2026-04-27

IVLU

ISHARES TR

2.95%

Shares401.8K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

-50.56%

Shares247.5K

Event2026-03-31

Filed2026-04-27

VIOV

VANGUARD ADMIRAL FDS INC

3.04%

Shares150.8K

Event2026-03-31

Filed2026-04-27