Sponsored
The Analysis of CARY STREET PARTNERS FINANCIAL LLC's Holdings & P&L
Currently, CARY STREET PARTNERS FINANCIAL LLC holds 985 types of securities in its portfolio with a total value $4.0B. In the most recent quarter, they have increased their positions in VO (+46.5K shares, valued at $13.4M), FEGE (+198.3K shares, valued at $9.3M), EFG (+75.4K shares, valued at $8.4M); decreased their positions in GLW (-54.0K shares, valued at $7.3M), PFE (-112.3K shares, valued at $3.2M), CGGR (-73.1K shares, valued at $2.9M); initiated new positions in ROP (+12.7K shares, valued at $4.5M), MHD (+202.2K shares, valued at $2.3M), SMLF (+24.3K shares, valued at $1.8M).
1M P&L
+64.7M+1.67%
3M P&L
-589.6M-13.01%
HY P&L
-404.2M-9.30%
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/A2.0B
56.0%
2Consumer Electronics119.8M
3.3%
3Software - Infrastructure110.8M
3.1%
Top Industries by Stock Count
1N/A447 stocks
48.5%
2Banks - Regional25 stocks
2.7%
3Utilities - Regulated Electric16 stocks
1.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW81.8K shares-0.32%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF108.2K shares6.75%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
HOLA JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF261.2K shares-0.76%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF197.8K shares43.97%2026-03-312026-04-29
CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM97.9K shares-4.79%2026-03-312026-04-29
Sponsored
MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND165.9K shares0.37%2026-03-312026-04-29
Sponsored
Sponsored
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF74.7K shares-5.25%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A21.0K shares-4.81%2026-03-312026-04-29
Sponsored
ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER153.8K shares-24.64%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF52.7K shares-1.51%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND21.2K shares63.58%2026-03-312026-04-29
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK17.3K shares0.13%2026-03-312026-04-29
Sponsored
BLUEROCK PVT REAL ESTATE FD COM BLUEROCK PVT REAL ESTATE FD COM118.5K shares111.40%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF17.1K shares0.92%2026-03-312026-04-29
Sponsored
Sponsored
FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW6.3K shares-0.63%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF22.3K shares6.97%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF18.5K shares-1.07%2026-03-312026-04-29
Sponsored
Sponsored
INVESCO S&P 500 PURE GROWTH ETF INVESCO S&P 500 PURE GROWTH ETF18.2K shares0.01%2026-03-312026-04-29
Sponsored
Sponsored
Sponsored
VTV
1.83%VANGUARD VALUE ETF
Shares659.4K
Event2026-03-31
Filed2026-04-29
AAPL
1.09%APPLE INC COM
Shares472.2K
Event2026-03-31
Filed2026-04-29
VUG
4.14%VANGUARD GROWTH ETF
Shares240.6K
Event2026-03-31
Filed2026-04-29
MSFT
3.81%MICROSOFT CORP COM
Shares207.2K
Event2026-03-31
Filed2026-04-29
TACK
1.37%Fairlead Tactical Sector ETF
Shares2.5M
Event2026-03-31
Filed2026-04-29
ALPHABET INC CAP STK CL C
-1.39%ALPHABET INC CAP STK CL C
Shares233.8K
Event2026-03-31
Filed2026-04-29
FLXR
4.42%TCW FLEXIBLE INCOME ETF
Shares1.5M
Event2026-03-31
Filed2026-04-29
EFG
16.74%ISHARES MSCI EAFE GROWTH ETF
Shares526.1K
Event2026-03-31
Filed2026-04-29
JEPI
5.03%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares975.2K
Event2026-03-31
Filed2026-04-29
EFV
5.90%ISHARES MSCI EAFE VALUE ETF
Shares731.2K
Event2026-03-31
Filed2026-04-29
JPIE
6.04%JPMORGAN INCOME ETF
Shares1.1M
Event2026-03-31
Filed2026-04-29
VB
-0.44%VANGUARD SMALL-CAP ETF
Shares195.3K
Event2026-03-31
Filed2026-04-29
AMZN
2.16%AMAZON COM INC COM
Shares226.4K
Event2026-03-31
Filed2026-04-29
ALPHABET INC CAP STK CL A
-0.75%ALPHABET INC CAP STK CL A
Shares156.3K
Event2026-03-31
Filed2026-04-29
JGRO
8.81%JPMORGAN ACTIVE GROWTH ETF
Shares524.5K
Event2026-03-31
Filed2026-04-29
NVDA
13.60%NVIDIA CORPORATION COM
Shares238.2K
Event2026-03-31
Filed2026-04-29
VTI
1.16%VANGUARD TOTAL STOCK MARKET ETF
Shares127.2K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC DEL CL B NEW
-0.32%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares81.8K
Event2026-03-31
Filed2026-04-29
SPY
4.06%STATE STREET SPDR S&P 500 ETF
Shares59.4K
Event2026-03-31
Filed2026-04-29
PGIM PORTFOLIO BALLAST ETF
2.33%PGIM PORTFOLIO BALLAST ETF
Shares1.3M
Event2026-03-31
Filed2026-04-29
JEPQ
6.71%JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF
Shares628.3K
Event2026-03-31
Filed2026-04-29
ICSH
14.77%ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
Shares684.4K
Event2026-03-31
Filed2026-04-29
BIV
0.94%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares486.9K
Event2026-03-31
Filed2026-04-29
SPYM
-1.02%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares443.7K
Event2026-03-31
Filed2026-04-29
JNJ
-0.55%JOHNSON & JOHNSON COM
Shares138.7K
Event2026-03-31
Filed2026-04-29
JPM
-2.40%JPMORGAN CHASE & CO COM
Shares105.2K
Event2026-03-31
Filed2026-04-29
VO
77.58%VANGUARD MID-CAP ETF
Shares106.4K
Event2026-03-31
Filed2026-04-29
RTX
-1.98%RTX CORPORATION COM
Shares154.8K
Event2026-03-31
Filed2026-04-29
VOE
1.42%VANGUARD MID-CAP VALUE ETF
Shares184.4K
Event2026-03-31
Filed2026-04-29
VIG
-0.47%VANGUARD DIVIDEND APPRECIATION ETF
Shares132.3K
Event2026-03-31
Filed2026-04-29
ABBV
-0.67%ABBVIE INC COM
Shares128.9K
Event2026-03-31
Filed2026-04-29
VOT
11.98%VANGUARD MID-CAP GROWTH ETF
Shares106.6K
Event2026-03-31
Filed2026-04-29
IVV
-3.49%ISHARES CORE S&P 500 ETF
Shares40.6K
Event2026-03-31
Filed2026-04-29
WMB
-0.09%WILLIAMS COS INC COM
Shares353.9K
Event2026-03-31
Filed2026-04-29
LLY
-3.40%ELI LILLY & CO COM
Shares27.6K
Event2026-03-31
Filed2026-04-29
HD
26.78%HOME DEPOT INC COM
Shares73.8K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC COM
-2.74%MERCK & CO INC COM
Shares201.2K
Event2026-03-31
Filed2026-04-29
VANGUARD S&P 500 ETF
7.81%VANGUARD S&P 500 ETF
Shares40.1K
Event2026-03-31
Filed2026-04-29
CGDV
-3.09%CAPITAL GROUP DIVIDEND VALUE ETF
Shares560.5K
Event2026-03-31
Filed2026-04-29
COST
-0.33%COSTCO WHOLESALE CORPORATION COM
Shares22.2K
Event2026-03-31
Filed2026-04-29
XOM
0.61%EXXON MOBIL CORP COM
Shares130.0K
Event2026-03-31
Filed2026-04-29
NBOS
1.78%NEUBERGER OPTION STRATEGY ETF
Shares782.8K
Event2026-03-31
Filed2026-04-29
INVESCO S&P 500 EQUAL WEIGHT ETF
6.75%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares108.2K
Event2026-03-31
Filed2026-04-29
V
1.07%VISA INC COM CL A
Shares67.2K
Event2026-03-31
Filed2026-04-29
VYM
-0.88%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares135.7K
Event2026-03-31
Filed2026-04-29
IJR
2.40%ISHARES CORE S&P SMALL CAP ETF
Shares156.7K
Event2026-03-31
Filed2026-04-29
URI
-2.34%UNITED RENTALS INC COM
Shares26.2K
Event2026-03-31
Filed2026-04-29
CSCO
-0.63%CISCO SYS INC COM
Shares244.8K
Event2026-03-31
Filed2026-04-29
PWR
0.63%QUANTA SVCS INC COM
Shares34.4K
Event2026-03-31
Filed2026-04-29
MLI
-2.82%MUELLER INDS INC COM
Shares166.0K
Event2026-03-31
Filed2026-04-29
PYLD
6.74%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares694.2K
Event2026-03-31
Filed2026-04-29
FDX
-3.11%FEDEX CORP COM
Shares51.1K
Event2026-03-31
Filed2026-04-29
IWF
1.05%ISHARES RUSSELL 1000 GROWTH ETF
Shares42.6K
Event2026-03-31
Filed2026-04-29
SCHG
-4.64%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares597.8K
Event2026-03-31
Filed2026-04-29
CVX
-1.37%CHEVRON CORPORATION COM
Shares82.7K
Event2026-03-31
Filed2026-04-29
EATON CORP PLC SHS
56.89%EATON CORP PLC SHS
Shares46.7K
Event2026-03-31
Filed2026-04-29
CME
-0.19%CME GROUP INC COM
Shares56.3K
Event2026-03-31
Filed2026-04-29
CBOE
-3.97%CBOE GLOBAL MKTS INC COM
Shares59.2K
Event2026-03-31
Filed2026-04-29
TMO
-0.63%THERMO FISHER SCIENTIFIC INC COM
Shares32.3K
Event2026-03-31
Filed2026-04-29
Alerian MLP ETF
14.42%Alerian MLP ETF
Shares294.3K
Event2026-03-31
Filed2026-04-29
IGSB
8.09%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares292.2K
Event2026-03-31
Filed2026-04-29
ASML
-0.66%ASML HLDG NV N Y REGISTRY SHS
Shares11.6K
Event2026-03-31
Filed2026-04-29
DIVO
4.14%AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares340.7K
Event2026-03-31
Filed2026-04-29
CAT
6.29%CATERPILLAR INC COM
Shares21.4K
Event2026-03-31
Filed2026-04-29
PG
-4.20%PROCTER & GAMBLE CO COM
Shares103.7K
Event2026-03-31
Filed2026-04-29
SPDW
0.24%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares328.1K
Event2026-03-31
Filed2026-04-29
INVESCO QQQ TRUST SERIES I
-2.73%INVESCO QQQ TRUST SERIES I
Shares25.5K
Event2026-03-31
Filed2026-04-29
TXN
0.03%TEXAS INSTRS INC COM
Shares75.2K
Event2026-03-31
Filed2026-04-29
HELO
-7.86%JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Shares222.8K
Event2026-03-31
Filed2026-04-29
SPYG
-2.13%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares145.0K
Event2026-03-31
Filed2026-04-29
HOLA
-0.76%JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF
Shares261.2K
Event2026-03-31
Filed2026-04-29
USFR
-13.38%WisdomTree Floating Rate Treasury Fund
Shares271.7K
Event2026-03-31
Filed2026-04-29
PANW
11.68%PALO ALTO NETWORKS INC COM
Shares83.1K
Event2026-03-31
Filed2026-04-29
META
2.42%META PLATFORMS INC CL A
Shares23.2K
Event2026-03-31
Filed2026-04-29
NDAQ
-0.18%NASDAQ INC COM
Shares155.1K
Event2026-03-31
Filed2026-04-29
QCOM
0.12%QUALCOMM INC COM
Shares101.1K
Event2026-03-31
Filed2026-04-29
BROADCOM INC COM
6.20%BROADCOM INC COM
Shares41.4K
Event2026-03-31
Filed2026-04-29
SPYV
-2.68%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares216.8K
Event2026-03-31
Filed2026-04-29
GS
0.19%GOLDMAN SACHS GROUP INC COM
Shares14.5K
Event2026-03-31
Filed2026-04-29
FEGE
332.18%FIRST EAGLE GLOBAL EQUITY ETF
Shares258.0K
Event2026-03-31
Filed2026-04-29
AXP
3.22%AMERICAN EXPRESS CO COM
Shares39.6K
Event2026-03-31
Filed2026-04-29
CGBL
-3.55%CAPITAL GROUP CORE BALANCED ETF
Shares343.6K
Event2026-03-31
Filed2026-04-29
BWXT
194.04%BWX TECHNOLOGIES INC COM
Shares57.1K
Event2026-03-31
Filed2026-04-29
HON
1.46%HONEYWELL INTL INC COM
Shares51.3K
Event2026-03-31
Filed2026-04-29
PGX
-4.54%INVESCO PREFERRED ETF
Shares1.0M
Event2026-03-31
Filed2026-04-29
PEP
1.97%PEPSICO INC COM
Shares70.8K
Event2026-03-31
Filed2026-04-29
XLK
-2.97%Technology Select Sector SPDR Fund
Shares79.6K
Event2026-03-31
Filed2026-04-29
WTPI
8.13%WISDOMTREE EQUITY PREMIUM INCOME FUND - WTPI
Shares327.6K
Event2026-03-31
Filed2026-04-29
D
-0.93%DOMINION ENERGY INC COM
Shares168.7K
Event2026-03-31
Filed2026-04-29
DVN
2.07%DEVON ENERGY CORP NEW COM
Shares204.4K
Event2026-03-31
Filed2026-04-29
WSM
0.23%WILLIAMS SONOMA INC COM
Shares55.5K
Event2026-03-31
Filed2026-04-29
GLD
-8.24%SPDR GOLD SHARES
Shares23.5K
Event2026-03-31
Filed2026-04-29
VRTX
0.50%VERTEX PHARMACEUTICALS INC COM
Shares22.5K
Event2026-03-31
Filed2026-04-29
APH
0.87%AMPHENOL CORP CL A
Shares78.8K
Event2026-03-31
Filed2026-04-29
SCHD
-1.87%SCHWAB US DIVIDEND EQUITY ETF
Shares320.5K
Event2026-03-31
Filed2026-04-29
VONG
-1.93%VANGUARD RUSSELL 1000 GROWTH ETF
Shares89.2K
Event2026-03-31
Filed2026-04-29
SPSM
-1.21%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares201.7K
Event2026-03-31
Filed2026-04-29
MDYV
-1.42%STATE STREET SPDR S&P 400 MID CAP VALUE ETF
Shares113.7K
Event2026-03-31
Filed2026-04-29
FLOT
1.10%ISHARES FLOATING RATE BOND ETF
Shares187.6K
Event2026-03-31
Filed2026-04-29
JAAA
49.82%Janus Henderson AAA CLO ETF
Shares189.3K
Event2026-03-31
Filed2026-04-29
AKRE FOCUS ETF
0.49%AKRE FOCUS ETF
Shares178.6K
Event2026-03-31
Filed2026-04-29
BA
40.94%BOEING CO COM
Shares46.9K
Event2026-03-31
Filed2026-04-29
KO
0.62%COCA COLA CO COM
Shares122.7K
Event2026-03-31
Filed2026-04-29
LOW
-6.34%LOWES COS INC COM
Shares39.3K
Event2026-03-31
Filed2026-04-29
GENERAL DYNAMICS CORP COM
0.77%GENERAL DYNAMICS CORP COM
Shares26.6K
Event2026-03-31
Filed2026-04-29
VEU
4.14%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares119.6K
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC SHS
1.92%MEDTRONIC PLC SHS
Shares103.0K
Event2026-03-31
Filed2026-04-29
VOOV
0.46%VANGUARD S&P 500 VALUE ETF
Shares43.7K
Event2026-03-31
Filed2026-04-29
DIS
10.52%DISNEY WALT CO COM
Shares92.2K
Event2026-03-31
Filed2026-04-29
GLW
-45.40%CORNING INC COM
Shares64.9K
Event2026-03-31
Filed2026-04-29
VEA
-2.64%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares155.1K
Event2026-03-31
Filed2026-04-29
CGUS
-10.73%CAPITAL GROUP CORE EQUITY ETF
Shares224.8K
Event2026-03-31
Filed2026-04-29
KMI
-3.90%KINDER MORGAN INC DEL COM
Shares255.3K
Event2026-03-31
Filed2026-04-29
VBK
5.74%VANGUARD SMALL-CAP GROWTH ETF
Shares28.0K
Event2026-03-31
Filed2026-04-29
VZ
2.40%VERIZON COMMUNICATIONS INC COM
Shares168.2K
Event2026-03-31
Filed2026-04-29
UNILEVER PLC (US ADR)
7.98%UNILEVER PLC (US ADR)
Shares144.9K
Event2026-03-31
Filed2026-04-29
SYY
-3.44%SYSCO CORP COM
Shares115.2K
Event2026-03-31
Filed2026-04-29
CGGO
-3.53%CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
Shares242.4K
Event2026-03-31
Filed2026-04-29
ADBE
-24.61%ADOBE INC COM
Shares32.6K
Event2026-03-31
Filed2026-04-29
BND
-0.79%VANGUARD TOTAL BOND MARKET ETF
Shares106.5K
Event2026-03-31
Filed2026-04-29
WIP
43.97%SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF
Shares197.8K
Event2026-03-31
Filed2026-04-29
VV
0.89%VANGUARD LARGE-CAP ETF
Shares49.4K
Event2026-03-31
Filed2026-04-29
ZTS
-20.85%ZOETIS INC CL A
Shares65.7K
Event2026-03-31
Filed2026-04-29
SCHM
-1.64%SCHWAB U.S. MID-CAP ETF
Shares250.7K
Event2026-03-31
Filed2026-04-29
CTVA
1.55%CORTEVA INC COM
Shares92.7K
Event2026-03-31
Filed2026-04-29
CANADIAN PACIFIC KANSAS CITY COM
-4.79%CANADIAN PACIFIC KANSAS CITY COM
Shares97.9K
Event2026-03-31
Filed2026-04-29
VIGI
-0.34%VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
Shares86.9K
Event2026-03-31
Filed2026-04-29
ORCL
45.69%ORACLE CORP COM
Shares51.9K
Event2026-03-31
Filed2026-04-29
MINO
0.37%PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND
Shares165.9K
Event2026-03-31
Filed2026-04-29
JIVE
88.89%JPMORGAN INTERNATIONAL VALUE ETF
Shares87.5K
Event2026-03-31
Filed2026-04-29
MELI
1.34%MERCADOLIBRE INC COM
Shares4.2K
Event2026-03-31
Filed2026-04-29
TT
-0.64%TRANE TECHNOLOGIES PLC SHS
Shares17.1K
Event2026-03-31
Filed2026-04-29
MBB
-0.75%ISHARES MBS ETF
Shares75.1K
Event2026-03-31
Filed2026-04-29
IWM
-1.85%ISHARES RUSSELL 2000 ETF
Shares28.7K
Event2026-03-31
Filed2026-04-29
IBM
-1.17%INTERNATIONAL BUSINESS MACHS COM
Shares28.1K
Event2026-03-31
Filed2026-04-29
VYMI
-1.15%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares72.2K
Event2026-03-31
Filed2026-04-29
COWZ
-26.10%PACER US CASH COWS 100 ETF
Shares108.4K
Event2026-03-31
Filed2026-04-29
EFA
7.72%ISHARES MSCI EAFE ETF
Shares69.2K
Event2026-03-31
Filed2026-04-29
BAC
-3.60%BANK OF AMER CORP COM
Shares137.8K
Event2026-03-31
Filed2026-04-29
IYW
-5.12%iShares U.S. Technology ETF
Shares36.8K
Event2026-03-31
Filed2026-04-29
WMT
1.02%WALMART INC COM
Shares53.2K
Event2026-03-31
Filed2026-04-29
DBND
-1.62%DOUBLELINE OPPORTUNISTIC CORE BOND ETF
Shares141.8K
Event2026-03-31
Filed2026-04-29
IJH
1.29%ISHARES CORE S&P MID-CAP ETF
Shares94.7K
Event2026-03-31
Filed2026-04-29
CFG
-4.01%CITIZENS FINL GROUP INC COM
Shares105.3K
Event2026-03-31
Filed2026-04-29
PSX
-1.06%PHILLIPS 66 COM
Shares34.3K
Event2026-03-31
Filed2026-04-29
IEFA
8.88%ISHARES CORE MSCI EAFE ETF
Shares67.9K
Event2026-03-31
Filed2026-04-29
INTU
-32.06%INTUIT COM
Shares13.9K
Event2026-03-31
Filed2026-04-29
AMGN
9.62%AMGEN INC COM
Shares17.0K
Event2026-03-31
Filed2026-04-29
AGG
-0.91%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares59.8K
Event2026-03-31
Filed2026-04-29
VBR
3.70%VANGUARD SMALL CAP VALUE ETF
Shares27.2K
Event2026-03-31
Filed2026-04-29
CGGE
112.02%CAPITAL GROUP GLOBAL EQUITY ETF
Shares193.7K
Event2026-03-31
Filed2026-04-29
SPTM
-5.25%STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Shares74.7K
Event2026-03-31
Filed2026-04-29
BMY
30.26%BRISTOL-MYERS SQUIBB CO COM
Shares95.6K
Event2026-03-31
Filed2026-04-29
LECO
0.00%LINCOLN ELEC HLDGS INC COM
Shares23.1K
Event2026-03-31
Filed2026-04-29
MS
-6.71%MORGAN STANLEY COM NEW
Shares35.0K
Event2026-03-31
Filed2026-04-29
CIBR
2.18%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares91.7K
Event2026-03-31
Filed2026-04-29
SLB
-7.73%SLB LIMITED COM STK
Shares111.5K
Event2026-03-31
Filed2026-04-29
MU
-22.86%MICRON TECHNOLOGY INC COM
Shares16.9K
Event2026-03-31
Filed2026-04-29
DE
-2.24%DEERE & CO COM
Shares10.1K
Event2026-03-31
Filed2026-04-29
NEM
-19.74%NEWMONT CORP COM
Shares52.1K
Event2026-03-31
Filed2026-04-29
SHOP
3.48%SHOPIFY INC CL A SUB VTG SHS
Shares47.3K
Event2026-03-31
Filed2026-04-29
DIVI
-1.17%FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
Shares137.4K
Event2026-03-31
Filed2026-04-29
FHN
-2.06%FIRST HORIZON CORPORATION COM
Shares239.9K
Event2026-03-31
Filed2026-04-29
LMT
7.53%LOCKHEED MARTIN CORP COM
Shares8.8K
Event2026-03-31
Filed2026-04-29
XLV
-0.38%Health Care Select Sector SPDR Fund
Shares36.5K
Event2026-03-31
Filed2026-04-29
CGMM
-8.15%CAPITAL GROUP U.S. SMALL AND MID CAP ETF
Shares180.6K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW COM NEW
6.13%DUKE ENERGY CORP NEW COM NEW
Shares40.5K
Event2026-03-31
Filed2026-04-29
TE CONNECTIVITY PLC ORD SHS
-0.53%TE CONNECTIVITY PLC ORD SHS
Shares25.3K
Event2026-03-31
Filed2026-04-29
VCSH
4.21%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares66.7K
Event2026-03-31
Filed2026-04-29
BKR
-0.25%BAKER HUGHES COMPANY CL A
Shares86.4K
Event2026-03-31
Filed2026-04-29
PLD
7.53%PROLOGIS INC. COM
Shares39.5K
Event2026-03-31
Filed2026-04-29
JSCP
101.11%JPMORGAN SHORT DURATION CORE PLUS ETF
Shares109.7K
Event2026-03-31
Filed2026-04-29
KMB
15.40%KIMBERLY-CLARK CORP COM
Shares53.4K
Event2026-03-31
Filed2026-04-29
CDNS
0.75%CADENCE DESIGN SYSTEM INC COM
Shares18.3K
Event2026-03-31
Filed2026-04-29
AEP
-7.64%AMERICAN ELEC PWR CO INC COM
Shares38.5K
Event2026-03-31
Filed2026-04-29
LINDE PLC SHS
-0.31%LINDE PLC SHS
Shares10.2K
Event2026-03-31
Filed2026-04-29
JPIB
11.10%JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND
Shares105.3K
Event2026-03-31
Filed2026-04-29
SHEL
-26.33%SHELL PLC SPON ADS
Shares53.7K
Event2026-03-31
Filed2026-04-29
ABT
-3.52%ABBOTT LABORATORIES COM
Shares47.9K
Event2026-03-31
Filed2026-04-29
EVRG
0.92%EVERGY INC COM
Shares59.8K
Event2026-03-31
Filed2026-04-29
PWV
121.51%INVESCO LARGE CAP VALUE ETF
Shares70.1K
Event2026-03-31
Filed2026-04-29
PLTR
18.41%PALANTIR TECHNOLOGIES INC CL A
Shares33.1K
Event2026-03-31
Filed2026-04-29
THE CIGNA GROUP COM
-4.24%THE CIGNA GROUP COM
Shares18.1K
Event2026-03-31
Filed2026-04-29
JCI
-11.66%JOHNSON CTLS INTL PLC SHS
Shares36.4K
Event2026-03-31
Filed2026-04-29
WM
1.64%WASTE MGMT INC DEL COM
Shares20.7K
Event2026-03-31
Filed2026-04-29
BNDX
3.92%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares121.4K
Event2026-03-31
Filed2026-04-29
AJG
9545.98%GALLAGHER ARTHUR J & CO COM
Shares21.6K
Event2026-03-31
Filed2026-04-29
NTR
-2.45%NUTRIEN LTD COM
Shares62.0K
Event2026-03-31
Filed2026-04-29
AMAT
-13.84%APPLIED MATLS INC COM
Shares13.6K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP COM NEW
-8.91%LAM RESEARCH CORP COM NEW
Shares21.4K
Event2026-03-31
Filed2026-04-29
SGOV
-3.63%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares45.2K
Event2026-03-31
Filed2026-04-29
ROP
NewROPER TECHNOLOGIES INC COM
Shares12.7K
Event2026-03-31
Filed2026-04-29
STLD
-0.38%STEEL DYNAMICS INC COM
Shares24.8K
Event2026-03-31
Filed2026-04-29
CGGR
-39.73%CAPITAL GROUP GROWTH ETF
Shares110.9K
Event2026-03-31
Filed2026-04-29
JPEF
13.19%JPMORGAN EQUITY FOCUS ETF
Shares62.0K
Event2026-03-31
Filed2026-04-29
VTIP
-1.18%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares88.4K
Event2026-03-31
Filed2026-04-29
UNP
-6.93%UNION PAC CORP COM
Shares18.2K
Event2026-03-31
Filed2026-04-29
MA
3.50%MASTERCARD INCORPORATED CL A
Shares8.8K
Event2026-03-31
Filed2026-04-29
NSC
-1.53%NORFOLK SOUTHN CORP COM
Shares15.2K
Event2026-03-31
Filed2026-04-29
CSL
47.47%CARLISLE COS INC COM
Shares13.0K
Event2026-03-31
Filed2026-04-29
XLU
2.88%Utilities Select Sector SPDR Fund
Shares94.5K
Event2026-03-31
Filed2026-04-29
PINNACLE FINL PARTNERS INC COM
2.85%PINNACLE FINL PARTNERS INC COM
Shares50.2K
Event2026-03-31
Filed2026-04-29
SHV
3.98%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares38.6K
Event2026-03-31
Filed2026-04-29
HOOD
4.76%ROBINHOOD MKTS INC COM CL A
Shares61.2K
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND SHS CLASS A
-4.81%ACCENTURE PLC IRELAND SHS CLASS A
Shares21.0K
Event2026-03-31
Filed2026-04-29
TSM
2.77%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares12.2K
Event2026-03-31
Filed2026-04-29
QSR
6.32%RESTAURANT BRANDS INTL INC COM
Shares55.7K
Event2026-03-31
Filed2026-04-29
TJX
0.25%TJX COS INC NEW COM
Shares25.8K
Event2026-03-31
Filed2026-04-29
CRM
-2.13%SALESFORCE INC COM
Shares21.8K
Event2026-03-31
Filed2026-04-29
TSN
17.52%TYSON FOODS INC CL A
Shares63.0K
Event2026-03-31
Filed2026-04-29
NEAR
-0.34%ISHARES SHORT DURATION BOND ACTIVE ETF
Shares78.9K
Event2026-03-31
Filed2026-04-29
BP
5.47%BP PLC SPONSORED ADR
Shares85.1K
Event2026-03-31
Filed2026-04-29
BARRICK MNG CORP COM SHS
-20.15%BARRICK MNG CORP COM SHS
Shares98.0K
Event2026-03-31
Filed2026-04-29
TSLA
6.04%TESLA INC COM
Shares10.7K
Event2026-03-31
Filed2026-04-29
ZDEK
-24.64%INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER
Shares153.8K
Event2026-03-31
Filed2026-04-29
LH
0.01%LABCORP HOLDINGS INC COM SHS
Shares14.8K
Event2026-03-31
Filed2026-04-29
CRWD
9.20%CROWDSTRIKE HLDGS INC CL A
Shares10.1K
Event2026-03-31
Filed2026-04-29
PFE
-44.57%PFIZER INC COM
Shares139.6K
Event2026-03-31
Filed2026-04-29
WINN
47.91%HARBOR LONG-TERM GROWERS ETF
Shares140.6K
Event2026-03-31
Filed2026-04-29
DFAC
-0.55%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares98.2K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC COM SHS
-1.47%ARISTA NETWORKS INC COM SHS
Shares30.4K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC COM NEW
0.86%CITIGROUP INC COM NEW
Shares32.9K
Event2026-03-31
Filed2026-04-29
INGR
7.70%INGREDION INC COM
Shares32.9K
Event2026-03-31
Filed2026-04-29
SO
0.60%SOUTHERN CO COM
Shares38.2K
Event2026-03-31
Filed2026-04-29
J
8.37%JACOBS SOLUTIONS INC COM
Shares28.9K
Event2026-03-31
Filed2026-04-29
IVW
0.99%ISHARES S&P 500 GROWTH ETF
Shares31.7K
Event2026-03-31
Filed2026-04-29
BIL
3.70%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares38.9K
Event2026-03-31
Filed2026-04-29
FMX
0.25%FOMENTO ECONOMICO MEXICANO SAB (US ADR)
Shares32.0K
Event2026-03-31
Filed2026-04-29
CAG
161.04%CONAGRA BRANDS INC COM
Shares225.6K
Event2026-03-31
Filed2026-04-29
RY
-1.14%ROYAL BK CDA COM
Shares21.8K
Event2026-03-31
Filed2026-04-29
MCD
5.67%MCDONALDS CORP COM
Shares11.4K
Event2026-03-31
Filed2026-04-29
HAL
-1.91%HALLIBURTON CO COM
Shares90.2K
Event2026-03-31
Filed2026-04-29
HBAN
-2.96%HUNTINGTON BANCSHARES INC COM
Shares224.4K
Event2026-03-31
Filed2026-04-29
MMC
-1.32%MARSH & MCLENNAN COS INC COM
Shares20.0K
Event2026-03-31
Filed2026-04-29
IWD
-0.41%ISHARES RUSSELL 1000 VALUE ETF
Shares16.2K
Event2026-03-31
Filed2026-04-29
TFC
-16.73%TRUIST FINL CORP COM
Shares75.0K
Event2026-03-31
Filed2026-04-29
PSTG
-0.66%EVERPURE INC CL A
Shares58.1K
Event2026-03-31
Filed2026-04-29
ITA
-3.23%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares15.5K
Event2026-03-31
Filed2026-04-29
VGK
10.50%VANGUARD FTSE EUROPE ETF
Shares41.0K
Event2026-03-31
Filed2026-04-29
AMD
8.17%ADVANCED MICRO DEVICES INC COM
Shares16.5K
Event2026-03-31
Filed2026-04-29
UBER
-12.78%UBER TECHNOLOGIES INC COM
Shares46.6K
Event2026-03-31
Filed2026-04-29
XJH
-2.12%ISHARES ESG SELECT SCREENED S&P MID-CAP ETF
Shares73.6K
Event2026-03-31
Filed2026-04-29
ITW
0.13%ILLINOIS TOOL WKS INC COM
Shares12.8K
Event2026-03-31
Filed2026-04-29
PAVE
-0.65%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares64.3K
Event2026-03-31
Filed2026-04-29
VUSB
8.50%VANGUARD ULTRA-SHORT BOND ETF
Shares65.5K
Event2026-03-31
Filed2026-04-29
BK
0.29%BANK NEW YORK MELLON CORP COM
Shares27.5K
Event2026-03-31
Filed2026-04-29
SYK
-0.67%STRYKER CORPORATION COM
Shares9.8K
Event2026-03-31
Filed2026-04-29
MUB
-5.28%ISHARES NATIONAL MUNI BOND ETF
Shares30.3K
Event2026-03-31
Filed2026-04-29
MAR
-0.82%MARRIOTT INTL INC NEW CL A
Shares9.8K
Event2026-03-31
Filed2026-04-29
GPIX
54.44%GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
Shares63.2K
Event2026-03-31
Filed2026-04-29
VTEB
2.16%VANGUARD TAX-EXEMPT BOND ETF
Shares62.4K
Event2026-03-31
Filed2026-04-29
NFLX
9.68%NETFLIX INC. COM
Shares32.2K
Event2026-03-31
Filed2026-04-29
XLF
-7.67%Financial Select Sector SPDR Fund
Shares62.6K
Event2026-03-31
Filed2026-04-29
BTZ
18.63%BLACKROCK CR ALLOCATION COM
Shares301.8K
Event2026-03-31
Filed2026-04-29
SCHW
-1.43%SCHWAB CHARLES CORP COM
Shares32.4K
Event2026-03-31
Filed2026-04-29
PFF
-5.59%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares100.2K
Event2026-03-31
Filed2026-04-29
USB
-5.75%US BANCORP COM NEW
Shares58.4K
Event2026-03-31
Filed2026-04-29
VWO
-5.29%VANGUARD FTSE EMERGING MARKETS ETF
Shares55.7K
Event2026-03-31
Filed2026-04-29
BFS
-0.05%SAUL CTRS INC COM
Shares92.2K
Event2026-03-31
Filed2026-04-29
QBUF
106.61%INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY
Shares102.6K
Event2026-03-31
Filed2026-04-29
DASH
0.69%DOORDASH INC CL A
Shares19.9K
Event2026-03-31
Filed2026-04-29
INDA
-3.05%ISHARES MSCI INDIA ETF
Shares62.6K
Event2026-03-31
Filed2026-04-29
SHY
3.69%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares35.3K
Event2026-03-31
Filed2026-04-29
PDI
10.41%PIMCO DYNAMIC INCOME FD SHS
Shares169.1K
Event2026-03-31
Filed2026-04-29
ET
-10.78%ENERGY TRANSFER L P COM UT LTD PTN
Shares149.5K
Event2026-03-31
Filed2026-04-29
DOCU
-1.21%DOCUSIGN INC COM
Shares60.1K
Event2026-03-31
Filed2026-04-29
SPHY
6.72%STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
Shares121.1K
Event2026-03-31
Filed2026-04-29
HGER
80.45%HARBOR COMMODITY ALL-WEATHER STRATEGY ETF
Shares89.8K
Event2026-03-31
Filed2026-04-29
RBCAA
0.25%REPUBLIC BANCORP INC KY CL A
Shares39.4K
Event2026-03-31
Filed2026-04-29
ED
-0.48%CONSOLIDATED EDISON INC COM
Shares24.5K
Event2026-03-31
Filed2026-04-29
SPYI
1.00%NEOS S&P 500 HIGH INCOME ETF
Shares56.2K
Event2026-03-31
Filed2026-04-29
UNH
8.12%UNITEDHEALTH GROUP INC COM
Shares10.2K
Event2026-03-31
Filed2026-04-29
COP
116.06%CONOCOPHILLIPS COM
Shares20.8K
Event2026-03-31
Filed2026-04-29
GEV
-23.53%GE VERNOVA INC COM
Shares3.1K
Event2026-03-31
Filed2026-04-29
EG
-2.09%EVEREST GROUP LTD COM
Shares8.3K
Event2026-03-31
Filed2026-04-29
FLTR
-0.06%VanEck Investment Grade Floating Rate ETF
Shares105.6K
Event2026-03-31
Filed2026-04-29
MET
4.33%METLIFE INC COM
Shares37.9K
Event2026-03-31
Filed2026-04-29
RDVY
-3.34%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares39.3K
Event2026-03-31
Filed2026-04-29
CB
-0.05%CHUBB LTD SWITZ COM
Shares8.2K
Event2026-03-31
Filed2026-04-29
ULTA
-4.80%ULTA BEAUTY INC COM
Shares5.1K
Event2026-03-31
Filed2026-04-29
XHLF
-1.51%BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
Shares52.7K
Event2026-03-31
Filed2026-04-29
AMT
6.41%AMERICAN TOWER CORP COM
Shares15.2K
Event2026-03-31
Filed2026-04-29
IBDS
1.46%ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
Shares108.3K
Event2026-03-31
Filed2026-04-29
IGLD
3.06%FT VEST GOLD STRATEGY TARGET INCOME ETF
Shares102.1K
Event2026-03-31
Filed2026-04-29
MO
0.22%ALTRIA GROUP INC COM
Shares39.4K
Event2026-03-31
Filed2026-04-29
USMV
-1.88%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares27.9K
Event2026-03-31
Filed2026-04-29
NEE
1.03%NEXTERA ENERGY INC COM
Shares27.8K
Event2026-03-31
Filed2026-04-29
NXPI
0.31%NXP SEMICONDUCTORS N V COM
Shares13.1K
Event2026-03-31
Filed2026-04-29
XLI
-3.37%Industrial Select Sector SPDR Fund
Shares15.9K
Event2026-03-31
Filed2026-04-29
TOST
71.97%TOAST INC CL A
Shares96.5K
Event2026-03-31
Filed2026-04-29
ADI
-2.03%ANALOG DEVICES INC COM
Shares8.0K
Event2026-03-31
Filed2026-04-29
PRU
1.19%PRUDENTIAL FINL INC COM
Shares25.7K
Event2026-03-31
Filed2026-04-29
BSV
1.11%VANGUARD SHORT-TERM BOND ETF
Shares31.8K
Event2026-03-31
Filed2026-04-29
XLC
-1.83%Communication Services Select Sector SPDR Fund
Shares22.3K
Event2026-03-31
Filed2026-04-29
GDX
-2.61%VANECK GOLD MINERS ETF
Shares26.9K
Event2026-03-31
Filed2026-04-29
FBCG
2.20%FIDELITY BLUE CHIP GROWTH ETF
Shares48.8K
Event2026-03-31
Filed2026-04-29
OBDC
-12.03%BLUE OWL CAPITAL CORPORATION COM
Shares218.4K
Event2026-03-31
Filed2026-04-29
BLACKSTONE INC COM
-2.44%BLACKSTONE INC COM
Shares21.0K
Event2026-03-31
Filed2026-04-29
AON PLC SHS CL A
-4.60%AON PLC SHS CL A
Shares7.4K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC COM
2.09%BLACKROCK INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-29
BUFR
605.26%FT VEST LADDERED BUFFER ETF
Shares70.8K
Event2026-03-31
Filed2026-04-29
SPLB
4.90%STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF
Shares107.3K
Event2026-03-31
Filed2026-04-29
BILS
0.00%STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
Shares23.9K
Event2026-03-31
Filed2026-04-29
WTW
-5.35%WILLIS TOWERS WATSON PLC LTD SHS
Shares8.1K
Event2026-03-31
Filed2026-04-29
HFSI
1.94%HARTFORD STRATEGIC INCOME ETF
Shares67.3K
Event2026-03-31
Filed2026-04-29
DAR
65.56%DARLING INGREDIENTS INC COM
Shares37.1K
Event2026-03-31
Filed2026-04-29
MHD
NewBLACKROCK MUNIHOLDINGS FD INC COM
Shares202.2K
Event2026-03-31
Filed2026-04-29
SPMD
-3.63%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares38.3K
Event2026-03-31
Filed2026-04-29
ARKK
15.22%ARK INNOVATION ETF
Shares33.3K
Event2026-03-31
Filed2026-04-29
QQQM
90.01%INVESCO NASDAQ 100 ETF
Shares9.5K
Event2026-03-31
Filed2026-04-29
TBLL
-13.22%INVESCO SHORT TERM TREASURY ETF
Shares21.2K
Event2026-03-31
Filed2026-04-29
VXUS
129.69%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares28.9K
Event2026-03-31
Filed2026-04-29
TRV
0.15%TRAVELERS COMPANIES INC COM
Shares7.5K
Event2026-03-31
Filed2026-04-29
DVY
4.92%ISHARES SELECT DIVIDEND ETF
Shares14.4K
Event2026-03-31
Filed2026-04-29
SDY
0.19%STATE STREET SPDR S&P DIVIDEND ETF
Shares14.7K
Event2026-03-31
Filed2026-04-29
MINT
63.58%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares21.2K
Event2026-03-31
Filed2026-04-29
T
5.15%AT&T INC COM
Shares73.3K
Event2026-03-31
Filed2026-04-29
XLP
0.61%Consumer Staples Select Sector SPDR Fund
Shares25.9K
Event2026-03-31
Filed2026-04-29
FNF
-2.45%FIDELITY NATL FINL INC COM SHS
Shares45.7K
Event2026-03-31
Filed2026-04-29
VBIL
36.16%VANGUARD 0-3 MONTH TREASURY BILL ETF
Shares28.0K
Event2026-03-31
Filed2026-04-29
VGSH
-1.98%VANGUARD SHORT-TERM TREASURY ETF
Shares35.5K
Event2026-03-31
Filed2026-04-29
MDYG
-7.68%STATE STREET SPDR S&P 400 MID CAP GROWTH ETF
Shares21.6K
Event2026-03-31
Filed2026-04-29
WFC
-8.24%WELLS FARGO & CO COM
Shares25.8K
Event2026-03-31
Filed2026-04-29
ASTRAZENECA PLC ORD
-36.47%ASTRAZENECA PLC ORD
Shares10.4K
Event2026-03-31
Filed2026-04-29
IEI
-3.56%ISHARES 3-7 YEAR TREASURY BOND ETF
Shares17.3K
Event2026-03-31
Filed2026-04-29
DFNM
-24.81%DIMENSIONAL NATIONAL MUNICIPAL BOND ETF
Shares41.7K
Event2026-03-31
Filed2026-04-29
QNITY ELECTRONICS INC COMMON STOCK
0.13%QNITY ELECTRONICS INC COMMON STOCK
Shares17.3K
Event2026-03-31
Filed2026-04-29
IBDR
-3.58%ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
Shares82.3K
Event2026-03-31
Filed2026-04-29
XLE
14.12%Energy Select Sector SPDR Fund
Shares32.5K
Event2026-03-31
Filed2026-04-29
GOF
10.98%GUGGENHEIM STRATEGIC OPPORTUN COM SBI
Shares179.4K
Event2026-03-31
Filed2026-04-29
BLUEROCK PVT REAL ESTATE FD COM
111.40%BLUEROCK PVT REAL ESTATE FD COM
Shares118.5K
Event2026-03-31
Filed2026-04-29
EPD
1.13%ENTERPRISE PRODS PARTNERS L P COM
Shares51.8K
Event2026-03-31
Filed2026-04-29
IWR
-0.23%ISHARES RUSSELL MIDCAP ETF
Shares19.7K
Event2026-03-31
Filed2026-04-29
DYNF
-29.87%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares32.7K
Event2026-03-31
Filed2026-04-29
XLY
-1.18%Consumer Discretionary Select Sector SPDR Fund
Shares17.2K
Event2026-03-31
Filed2026-04-29
AGM
-3.42%FEDERAL AGRIC MTG CORP CL C
Shares12.6K
Event2026-03-31
Filed2026-04-29
CMG
19.52%CHIPOTLE MEXICAN GRILL INC COM
Shares57.8K
Event2026-03-31
Filed2026-04-29
IWP
-0.23%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares14.4K
Event2026-03-31
Filed2026-04-29
FBND
20.35%FIDELITY TOTAL BOND ETF
Shares40.4K
Event2026-03-31
Filed2026-04-29
SMLF
NewISHARES U.S. SMALLCAP EQUITY FACTOR ETF
Shares24.3K
Event2026-03-31
Filed2026-04-29
CGNG
-10.70%CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
Shares57.6K
Event2026-03-31
Filed2026-04-29
PNC
0.02%PNC FINL SVCS GROUP INC COM
Shares8.6K
Event2026-03-31
Filed2026-04-29
SCHV
-4.65%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares58.0K
Event2026-03-31
Filed2026-04-29
SPG
-12.74%SIMON PPTY GROUP INC NEW COM
Shares9.5K
Event2026-03-31
Filed2026-04-29
VRP
-0.11%INVESCO VARIABLE RATE PREFERRED ETF
Shares73.1K
Event2026-03-31
Filed2026-04-29
IVOG
0.00%VANGUARD S&P MID-CAP 400 GROWTH ETF
Shares13.7K
Event2026-03-31
Filed2026-04-29
MPC
-0.23%MARATHON PETE CORP COM
Shares7.0K
Event2026-03-31
Filed2026-04-29
GSEW
25.60%GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
Shares20.2K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE COM NEW
9.73%GE AEROSPACE COM NEW
Shares6.0K
Event2026-03-31
Filed2026-04-29
PM
-2.41%PHILIP MORRIS INTL INC COM
Shares10.2K
Event2026-03-31
Filed2026-04-29
DUPONT DE NEMOURS INC COM
1.82%DUPONT DE NEMOURS INC COM
Shares36.8K
Event2026-03-31
Filed2026-04-29
DFAX
-5.76%DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
Shares49.2K
Event2026-03-31
Filed2026-04-29
TCAF
-9.36%T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares46.6K
Event2026-03-31
Filed2026-04-29
ISHARES GOLD TRUST
1.74%ISHARES GOLD TRUST
Shares18.8K
Event2026-03-31
Filed2026-04-29
DB
0.09%DEUTSCHE BK AG NAMEN AKT
Shares55.4K
Event2026-03-31
Filed2026-04-29
AUB
-4.94%ATLANTIC UN BANKSHARES CORP COM
Shares46.1K
Event2026-03-31
Filed2026-04-29
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
0.92%STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
Shares17.1K
Event2026-03-31
Filed2026-04-29
VGT
-50.58%VANGUARD INFORMATION TECHNOLOGY ETF
Shares2.3K
Event2026-03-31
Filed2026-04-29
ISHG
-1.15%ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF
Shares21.5K
Event2026-03-31
Filed2026-04-29
PKG
3.24%PACKAGING CORP AMER COM
Shares7.5K
Event2026-03-31
Filed2026-04-29
EUSA
2.66%ISHARES MSCI USA EQUAL WEIGHTED ETF
Shares15.6K
Event2026-03-31
Filed2026-04-29
GSY
NewINVESCO ULTRA SHORT DURATION ETF
Shares31.5K
Event2026-03-31
Filed2026-04-29
BSMV
80.54%INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF
Shares75.1K
Event2026-03-31
Filed2026-04-29
MKL
11.57%MARKEL GROUP INC COM
Shares810
Event2026-03-31
Filed2026-04-29
DIA
1.23%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares3.3K
Event2026-03-31
Filed2026-04-29
PPG
0.21%PPG INDS INC COM
Shares14.1K
Event2026-03-31
Filed2026-04-29
GCOW
-6.70%PACER GLOBAL CASH COWS DIVIDEND ETF
Shares32.7K
Event2026-03-31
Filed2026-04-29
BINC
49.66%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares29.0K
Event2026-03-31
Filed2026-04-29
VPL
2.65%VANGUARD FTSE PACIFIC ETF
Shares15.3K
Event2026-03-31
Filed2026-04-29
AFL
0.89%AFLAC INC COM
Shares13.5K
Event2026-03-31
Filed2026-04-29
SMG
19.32%SCOTTS MIRACLE-GRO CO CL A
Shares24.3K
Event2026-03-31
Filed2026-04-29
CL
-1.94%COLGATE PALMOLIVE CO COM
Shares17.2K
Event2026-03-31
Filed2026-04-29
XBI
-23.67%STATE STREET SPDR S&P BIOTECH ETF
Shares11.4K
Event2026-03-31
Filed2026-04-29
FERGUSON ENTERPRISES INC COMMON STOCK NEW
-0.63%FERGUSON ENTERPRISES INC COMMON STOCK NEW
Shares6.3K
Event2026-03-31
Filed2026-04-29
SBUX
2.03%STARBUCKS CORP COM
Shares16.2K
Event2026-03-31
Filed2026-04-29
VWOB
3.38%VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
Shares21.7K
Event2026-03-31
Filed2026-04-29
ITOT
0.36%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares9.9K
Event2026-03-31
Filed2026-04-29
HAE
14.94%HAEMONETICS CORP MASS COM
Shares24.9K
Event2026-03-31
Filed2026-04-29
MGV
-0.72%VANGUARD MEGA CAP VALUE ETF
Shares9.5K
Event2026-03-31
Filed2026-04-29
QQEW
-16.14%FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF
Shares10.9K
Event2026-03-31
Filed2026-04-29
ZBRA
73.12%ZEBRA TECHNOLOGIES CORPORATION CL A
Shares6.6K
Event2026-03-31
Filed2026-04-29
NULG
-11.39%NUVEEN ESG LARGE-CAP GROWTH ETF
Shares15.2K
Event2026-03-31
Filed2026-04-29
TGT
-3.73%TARGET CORP COM
Shares11.3K
Event2026-03-31
Filed2026-04-29
SLV
-7.56%ISHARES SILVER TRUST
Shares20.2K
Event2026-03-31
Filed2026-04-29
NKE
5.04%NIKE INC CL B
Shares26.0K
Event2026-03-31
Filed2026-04-29
IBDU
-3.56%ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
Shares58.6K
Event2026-03-31
Filed2026-04-29
MDY
-12.31%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares2.2K
Event2026-03-31
Filed2026-04-29
GWX
0.00%STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF
Shares32.2K
Event2026-03-31
Filed2026-04-29
HP
-0.79%HELMERICH & PAYNE INC COM
Shares37.6K
Event2026-03-31
Filed2026-04-29
PH
-2.13%PARKER-HANNIFIN CORP COM
Shares1.5K
Event2026-03-31
Filed2026-04-29
BSX
2.78%BOSTON SCIENTIFIC CORP COM
Shares21.5K
Event2026-03-31
Filed2026-04-29
IGIB
11.52%ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares24.9K
Event2026-03-31
Filed2026-04-29
IXUS
-0.77%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares15.3K
Event2026-03-31
Filed2026-04-29
CALI
0.00%ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF
Shares26.2K
Event2026-03-31
Filed2026-04-29
HALO
0.00%HALOZYME THERAPEUTICS INC COM
Shares20.4K
Event2026-03-31
Filed2026-04-29
EFX
-6.40%EQUIFAX INC COM
Shares7.3K
Event2026-03-31
Filed2026-04-29
OXY
-6.69%OCCIDENTAL PETE CORP COM
Shares20.2K
Event2026-03-31
Filed2026-04-29
ELV
28.26%ELEVANCE HEALTH INC FORMERLY A COM
Shares4.5K
Event2026-03-31
Filed2026-04-29
SLQD
-3.95%ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares25.8K
Event2026-03-31
Filed2026-04-29
IBDT
-4.80%ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
Shares51.1K
Event2026-03-31
Filed2026-04-29
DFSD
17.24%DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
Shares26.9K
Event2026-03-31
Filed2026-04-29
DSEP
5.46%FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER
Shares29.1K
Event2026-03-31
Filed2026-04-29
JPST
28.58%JPMORGAN ULTRA-SHORT INCOME ETF
Shares25.0K
Event2026-03-31
Filed2026-04-29
ETR
-4.23%ENTERGY CORP NEW COM
Shares11.1K
Event2026-03-31
Filed2026-04-29
DIVP
52.07%CULLEN ENHANCED EQUITY INCOME ETF
Shares48.0K
Event2026-03-31
Filed2026-04-29
NUDM
0.53%NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF
Shares34.4K
Event2026-03-31
Filed2026-04-29
NOC
0.17%NORTHROP GRUMMAN CORP COM
Shares1.8K
Event2026-03-31
Filed2026-04-29
UPS
-1.50%UNITED PARCEL SVCS INC CL B
Shares12.5K
Event2026-03-31
Filed2026-04-29
AGO
0.21%ASSURED GUARANTY LTD COM
Shares15.0K
Event2026-03-31
Filed2026-04-29
AVY
-13.46%AVERY DENNISON CORP COM
Shares7.1K
Event2026-03-31
Filed2026-04-29
DHR
-18.34%DANAHER CORP DEL COM
Shares6.4K
Event2026-03-31
Filed2026-04-29
OKE
-12.83%ONEOK INC NEW COM
Shares13.3K
Event2026-03-31
Filed2026-04-29
LHX
10.15%L3HARRIS TECHNOLOGIES INC COM
Shares3.4K
Event2026-03-31
Filed2026-04-29
CLOA
-7.37%ISHARES AAA CLO ACTIVE ETF
Shares22.8K
Event2026-03-31
Filed2026-04-29
JVAL
-2.48%JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND
Shares24.1K
Event2026-03-31
Filed2026-04-29
MSI
0.22%MOTOROLA SOLUTIONS INC COM NEW
Shares2.7K
Event2026-03-31
Filed2026-04-29
COF
-0.40%CAPITAL ONE FINL CORP COM
Shares6.4K
Event2026-03-31
Filed2026-04-29
CVS
19.62%CVS HEALTH CORP COM
Shares16.3K
Event2026-03-31
Filed2026-04-29
IRM
3.94%IRON MTN INC DEL COM
Shares11.3K
Event2026-03-31
Filed2026-04-29
THNQ
74.53%ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF
Shares19.4K
Event2026-03-31
Filed2026-04-29
TMUS
2.33%T-MOBILE US INC COM
Shares5.5K
Event2026-03-31
Filed2026-04-29
AGI
3.90%ALAMOS GOLD INC COM CL A
Shares25.7K
Event2026-03-31
Filed2026-04-29
IBIT
-17.02%ISHARES BITCOIN TRUST ETF
Shares29.3K
Event2026-03-31
Filed2026-04-29
GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF
6.97%GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF
Shares22.3K
Event2026-03-31
Filed2026-04-29
SPIP
3.43%STATE STREET SPDR PORTFOLIO TIPS ETF
Shares42.9K
Event2026-03-31
Filed2026-04-29
ADP
1.37%AUTOMATIC DATA PROCESSING INC COM
Shares5.5K
Event2026-03-31
Filed2026-04-29
TROW
12.47%PRICE T ROWE GROUP INC COM
Shares12.2K
Event2026-03-31
Filed2026-04-29
CFR
13.46%CULLEN FROST BANKERS INC COM
Shares8.0K
Event2026-03-31
Filed2026-04-29
PTY
17.94%PIMCO CORPORATE & INCOME OPPOR COM
Shares90.7K
Event2026-03-31
Filed2026-04-29
UPWK
0.00%UPWORK INC COM
Shares99.2K
Event2026-03-31
Filed2026-04-29
MTRX
26.56%MATRIX SVC CO COM
Shares94.0K
Event2026-03-31
Filed2026-04-29
SUN
0.00%SUNOCO LP/SUNOCO FIN CORP COM UT REP LP
Shares16.6K
Event2026-03-31
Filed2026-04-29
LNG
2.04%CHENIERE ENERGY INC COM NEW
Shares3.7K
Event2026-03-31
Filed2026-04-29
VPU
-9.58%VANGUARD UTILITIES ETF
Shares5.3K
Event2026-03-31
Filed2026-04-29
COIN
-63.42%COINBASE GLOBAL INC COM CL A
Shares6.0K
Event2026-03-31
Filed2026-04-29
BKLN
-8.22%INVESCO SENIOR LOAN ETF
Shares50.8K
Event2026-03-31
Filed2026-04-29
JPC
5.02%NUVEEN PFD & INCOME OPPORTUNIT COM
Shares137.1K
Event2026-03-31
Filed2026-04-29
TAFI
69.43%AB TAX-AWARE SHORT DURATION MUNICIPAL ETF
Shares40.4K
Event2026-03-31
Filed2026-04-29
GWW
-2.51%WW GRAINGER INC COM
Shares931
Event2026-03-31
Filed2026-04-29
RGLD
4.59%ROYAL GOLD INC COM
Shares4.0K
Event2026-03-31
Filed2026-04-29
ESML
0.38%ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
Shares21.1K
Event2026-03-31
Filed2026-04-29
URA
-0.35%GLOBAL X URANIUM ETF
Shares20.5K
Event2026-03-31
Filed2026-04-29
SHYD
2.17%VANECK SHORT HIGH YIELD MUNI ETF
Shares43.9K
Event2026-03-31
Filed2026-04-29
IVE
-1.79%ISHARES S&P 500 VALUE ETF
Shares4.7K
Event2026-03-31
Filed2026-04-29
UGL
0.00%PROSHARES ULTRA GOLD
Shares16.0K
Event2026-03-31
Filed2026-04-29
IDCC
-12.33%INTERDIGITAL INC COM
Shares3.2K
Event2026-03-31
Filed2026-04-29
KLAC
-1.65%KLA CORP COM NEW
Shares656
Event2026-03-31
Filed2026-04-29
VXF
-5.60%VANGUARD EXTENDED MARKET ETF
Shares4.7K
Event2026-03-31
Filed2026-04-29
IWS
-0.03%ISHARES RUSSELL MID-CAP VALUE ETF
Shares6.5K
Event2026-03-31
Filed2026-04-29
NEA
15.40%NUVEEN AMT FREE QLTY MUN INCME COM
Shares84.7K
Event2026-03-31
Filed2026-04-29
ELAN
2.51%ELANCO ANIMAL HEALTH INC COM
Shares39.4K
Event2026-03-31
Filed2026-04-29
DUSB
21.04%DIMENSIONAL ULTRASHORT FIXED INCOME ETF
Shares18.4K
Event2026-03-31
Filed2026-04-29
DOV
0.88%DOVER CORP COM
Shares4.5K
Event2026-03-31
Filed2026-04-29
SDVY
2.84%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares23.5K
Event2026-03-31
Filed2026-04-29
XLB
-0.12%MATERIALS SELECT SECTOR SPDR FUND
Shares18.4K
Event2026-03-31
Filed2026-04-29
CSX
-6.70%CSX CORP COM
Shares22.3K
Event2026-03-31
Filed2026-04-29
XONE
-1.07%BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
Shares18.5K
Event2026-03-31
Filed2026-04-29
IBTJ
4.28%ISHARES IBONDS DEC 2029 TERM TREASURY ETF
Shares41.9K
Event2026-03-31
Filed2026-04-29
ECL
-0.15%ECOLAB INC COM
Shares3.4K
Event2026-03-31
Filed2026-04-29
DFAW
-19.38%DIMENSIONAL WORLD EQUITY ETF
Shares12.2K
Event2026-03-31
Filed2026-04-29
RRR
8.67%RED ROCK RESORTS INC CL A
Shares16.8K
Event2026-03-31
Filed2026-04-29
MMM
-5.57%3M CO COM
Shares6.2K
Event2026-03-31
Filed2026-04-29
SOR
221.45%SOURCE CAPITAL COM SHS OF BEN I
Shares19.2K
Event2026-03-31
Filed2026-04-29
RVTY
12.44%REVVITY INC COM
Shares10.1K
Event2026-03-31
Filed2026-04-29
BGB
-10.81%BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN
Shares78.9K
Event2026-03-31
Filed2026-04-29
GBTC
3.29%GRAYSCALE BITCOIN TRUST ETF
Shares16.6K
Event2026-03-31
Filed2026-04-29
SPGI
2.18%S&P GLOBAL INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-29
PJT
0.00%PJT PARTNERS INC COM CL A
Shares6.3K
Event2026-03-31
Filed2026-04-29
PPA
11.16%INVESCO AEROSPACE & DEFENSE ETF
Shares5.3K
Event2026-03-31
Filed2026-04-29
PAAA
39.43%PGIM AAA CLO ETF
Shares16.9K
Event2026-03-31
Filed2026-04-29
VOOG
0.81%VANGUARD S&P 500 GROWTH ETF
Shares2.1K
Event2026-03-31
Filed2026-04-29
NFG
4.86%NATIONAL FUEL GAS CO COM
Shares9.1K
Event2026-03-31
Filed2026-04-29
VMC
0.00%VULCAN MATLS CO COM
Shares3.1K
Event2026-03-31
Filed2026-04-29
INVESCO S&P 500 PURE GROWTH ETF
0.01%INVESCO S&P 500 PURE GROWTH ETF
Shares18.2K
Event2026-03-31
Filed2026-04-29
RL
6.45%RALPH LAUREN CORP CL A
Shares2.5K
Event2026-03-31
Filed2026-04-29
GILD
-12.04%GILEAD SCIENCES INC COM
Shares6.1K
Event2026-03-31
Filed2026-04-29
YUM
0.80%YUM BRANDS INC COM
Shares5.4K
Event2026-03-31
Filed2026-04-29
IBTI
-2.58%ISHARES IBONDS DEC 2028 TERM TREASURY ETF
Shares37.8K
Event2026-03-31
Filed2026-04-29
DFVX
-19.41%DIMENSIONAL US LARGE CAP VECTOR ETF
Shares11.3K
Event2026-03-31
Filed2026-04-29
MPLX
0.18%MPLX LP COM UNIT REP LTD
Shares14.7K
Event2026-03-31
Filed2026-04-29
NOBL
-1.05%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares7.9K
Event2026-03-31
Filed2026-04-29
TOWN
0.00%TOWNEBANK PORTSMOUTH VA COM
Shares24.8K
Event2026-03-31
Filed2026-04-29
WSC
NewWILLSCOT HLDGS CORP COM CL A
Shares47.9K
Event2026-03-31
Filed2026-04-29
FPE
-0.56%FIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares46.7K
Event2026-03-31
Filed2026-04-29
EUFN
0.00%ISHARES MSCI EUROPE FINANCIALS ETF
Shares23.8K
Event2026-03-31
Filed2026-04-29
XJUN
0.00%FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE
Shares19.0K
Event2026-03-31
Filed2026-04-29
TWLO
51.51%TWILIO INC CL A
Shares6.5K
Event2026-03-31
Filed2026-04-29
INOD
0.00%INNODATA INC COM NEW
Shares21.0K
Event2026-03-31
Filed2026-04-29
SUB
0.00%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares7.6K
Event2026-03-31
Filed2026-04-29
MGK
2.80%VANGUARD MEGA CAP GROWTH ETF
Shares2.2K
Event2026-03-31
Filed2026-04-29
USMC
0.00%PRINCIPAL U.S. MEGA-CAP ETF
Shares12.5K
Event2026-03-31
Filed2026-04-29
IWY
-3.76%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares3.2K
Event2026-03-31
Filed2026-04-29
VSS
0.00%VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
Shares5.5K
Event2026-03-31
Filed2026-04-29
DOW
7.27%DOW HLDGS INC COM
Shares18.9K
Event2026-03-31
Filed2026-04-29
ERII
41.76%ENERGY RECOVERY INC COM
Shares77.6K
Event2026-03-31
Filed2026-04-29
VLO
-5.72%VALERO ENERGY CORP COM
Shares3.2K
Event2026-03-31
Filed2026-04-29
IEMG
22.68%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares11.1K
Event2026-03-31
Filed2026-04-29
AMP
-0.12%AMERIPRISE FINL INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-29
NVS
0.44%NOVARTIS AG SPONSORED ADR
Shares5.0K
Event2026-03-31
Filed2026-04-29
PROSHARES SHORT S&P500
0.00%PROSHARES SHORT S&P500
Shares20.0K
Event2026-03-31
Filed2026-04-29
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