Sponsored
The Analysis of Cassaday & Co Wealth Management LLC's Holdings & P&L
Currently, Cassaday & Co Wealth Management LLC holds 1361 types of securities in its portfolio with a total value $4.7B. In the most recent quarter, they have increased their positions in MGK (+48.2K shares, valued at $17.7M), SCHD (+324.8K shares, valued at $10.0M), IVE (+44.2K shares, valued at $9.3M); decreased their positions in GLDM (-48.9K shares, valued at $4.5M), NVDA (-14.5K shares, valued at $2.5M), EEM (-42.1K shares, valued at $2.4M); initiated new positions in SCHF (+30.0K shares, valued at $742.7K), VEU (+8.0K shares, valued at $597.9K), VEA (+8.2K shares, valued at $523.9K).
1M P&L
+184.4M+3.93%
3M P&L
-5.6B-53.27%
HY P&L
-5.7B-53.76%
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/A4.2B
91.6%
2Consumer Electronics51.8M
1.1%
3Software - Infrastructure34.2M
0.7%
Top Industries by Stock Count
1N/A355 stocks
28.4%
2Software - Application43 stocks
3.4%
3Banks - Regional34 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO1.9K sharesnew addition2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
MGK
1.31%VANGUARD WORLD FD
Shares3.7M
Event2026-03-31
Filed2026-05-07
GLDM
-1.45%WORLD GOLD TR
Shares3.3M
Event2026-03-31
Filed2026-05-07
SCHD
3.51%SCHWAB STRATEGIC TR
Shares9.6M
Event2026-03-31
Filed2026-05-07
IWO
1.50%ISHARES TR
Shares935.5K
Event2026-03-31
Filed2026-05-07
IWP
1.94%ISHARES TR
Shares2.2M
Event2026-03-31
Filed2026-05-07
VGLT
3.12%VANGUARD SCOTTSDALE FDS
Shares4.9M
Event2026-03-31
Filed2026-05-07
IVE
3.83%ISHARES TR
Shares1.2M
Event2026-03-31
Filed2026-05-07
IWS
1.85%ISHARES TR
Shares1.0M
Event2026-03-31
Filed2026-05-07
XLRE
1.61%SELECT SECTOR SPDR TR
Shares3.3M
Event2026-03-31
Filed2026-05-07
IWN
1.44%ISHARES TR
Shares644.8K
Event2026-03-31
Filed2026-05-07
EEM
-2.22%ISHARES TR
Shares1.9M
Event2026-03-31
Filed2026-05-07
SCZ
-1.01%ISHARES TR
Shares1.3M
Event2026-03-31
Filed2026-05-07
IWD
-1.09%ISHARES TR
Shares418.0K
Event2026-03-31
Filed2026-05-07
NOBL
-0.85%PROSHARES TR
Shares644.8K
Event2026-03-31
Filed2026-05-07
DJP
0.53%BARCLAYS BANK PLC
Shares1.4M
Event2026-03-31
Filed2026-05-07
SPEM
-0.89%SPDR INDEX SHS FDS
Shares1.1M
Event2026-03-31
Filed2026-05-07
AAPL
-0.76%APPLE INC
Shares204.2K
Event2026-03-31
Filed2026-05-07
NVDA
-8.28%NVIDIA CORPORATION
Shares160.3K
Event2026-03-31
Filed2026-05-07
VOT
-0.35%VANGUARD INDEX FDS
Shares104.4K
Event2026-03-31
Filed2026-05-07
MSFT
-1.88%MICROSOFT CORP
Shares70.3K
Event2026-03-31
Filed2026-05-07
MAR
4.96%MARRIOTT INTL INC NEW
Shares78.0K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
-0.80%INVESCO QQQ TR
Shares38.6K
Event2026-03-31
Filed2026-05-07
EFG
-1.90%ISHARES TR
Shares194.2K
Event2026-03-31
Filed2026-05-07
IJK
2.50%ISHARES TR
Shares212.2K
Event2026-03-31
Filed2026-05-07
AMZN
2.46%AMAZON COM INC
Shares79.3K
Event2026-03-31
Filed2026-05-07
IJT
0.62%ISHARES TR
Shares102.2K
Event2026-03-31
Filed2026-05-07
IJJ
-1.47%ISHARES TR
Shares97.1K
Event2026-03-31
Filed2026-05-07
PEP
-0.02%PEPSICO INC
Shares74.9K
Event2026-03-31
Filed2026-05-07
V
-0.59%VISA INC
Shares36.8K
Event2026-03-31
Filed2026-05-07
XOM
-1.56%EXXON MOBIL CORP
Shares60.1K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
-1.11%ALPHABET INC
Shares34.5K
Event2026-03-31
Filed2026-05-07
COST
3.00%COSTCO WHOLESALE CORPORATION
Shares9.6K
Event2026-03-31
Filed2026-05-07
IJS
-0.79%ISHARES TR
Shares78.6K
Event2026-03-31
Filed2026-05-07
MCD
1.03%MCDONALDS CORP
Shares27.9K
Event2026-03-31
Filed2026-05-07
NFLX
-1.76%NETFLIX INC.
Shares87.9K
Event2026-03-31
Filed2026-05-07
JNJ
-0.04%JOHNSON & JOHNSON
Shares33.6K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
-3.73%ALPHABET INC
Shares28.6K
Event2026-03-31
Filed2026-05-07
SPY
-16.28%STATE STR SPDR S&P 500 ETF T
Shares11.9K
Event2026-03-31
Filed2026-05-07
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares10
Event2026-03-31
Filed2026-05-07
IVV
5.79%ISHARES TR
Shares9.1K
Event2026-03-31
Filed2026-05-07
JPM
-4.54%JPMORGAN CHASE & CO
Shares19.6K
Event2026-03-31
Filed2026-05-07
IWF
11.08%ISHARES TR
Shares13.4K
Event2026-03-31
Filed2026-05-07
VNQ
-2.35%VANGUARD INDEX FDS
Shares63.6K
Event2026-03-31
Filed2026-05-07
LLY
-2.56%ELI LILLY & CO
Shares5.4K
Event2026-03-31
Filed2026-05-07
VTI
-1.68%VANGUARD INDEX FDS
Shares15.4K
Event2026-03-31
Filed2026-05-07
ABBV
-0.29%ABBVIE INC
Shares20.7K
Event2026-03-31
Filed2026-05-07
MVV
0.00%PROSHARES TR
Shares62.5K
Event2026-03-31
Filed2026-05-07
SCHG
-0.09%SCHWAB STRATEGIC TR
Shares144.1K
Event2026-03-31
Filed2026-05-07
VUG
0.09%VANGUARD INDEX FDS
Shares9.5K
Event2026-03-31
Filed2026-05-07
URTY
0.00%PROSHARES TR
Shares80.1K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
7.46%VANGUARD INDEX FDS
Shares6.9K
Event2026-03-31
Filed2026-05-07
META
-3.27%META PLATFORMS INC
Shares6.9K
Event2026-03-31
Filed2026-05-07
QQQM
-1.82%INVESCO EXCH TRADED FD TR II
Shares15.2K
Event2026-03-31
Filed2026-05-07
ABT
-0.38%ABBOTT LABORATORIES
Shares34.9K
Event2026-03-31
Filed2026-05-07
IBM
1.58%INTERNATIONAL BUSINESS MACHS
Shares14.7K
Event2026-03-31
Filed2026-05-07
TD
-0.63%TORONTO DOMINION BK ONT
Shares38.0K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
248.47%MERCK & CO INC
Shares29.1K
Event2026-03-31
Filed2026-05-07
CVX
-4.59%CHEVRON CORPORATION
Shares16.7K
Event2026-03-31
Filed2026-05-07
LMT
-4.11%LOCKHEED MARTIN CORP
Shares5.7K
Event2026-03-31
Filed2026-05-07
EDV
0.00%VANGUARD WORLD FD
Shares52.7K
Event2026-03-31
Filed2026-05-07
TQQQ
0.00%PROSHARES TR
Shares78.9K
Event2026-03-31
Filed2026-05-07
XLK
3.04%SELECT SECTOR SPDR TR
Shares24.5K
Event2026-03-31
Filed2026-05-07
GLD
1.88%SPDR GOLD TR
Shares7.4K
Event2026-03-31
Filed2026-05-07
YUM
-0.74%YUM BRANDS INC
Shares19.1K
Event2026-03-31
Filed2026-05-07
UYG
14.37%PROSHARES TR
Shares39.8K
Event2026-03-31
Filed2026-05-07
WMT
-17.23%WALMART INC
Shares22.6K
Event2026-03-31
Filed2026-05-07
EET
0.00%PROSHARES TR
Shares33.5K
Event2026-03-31
Filed2026-05-07
PLTR
-4.04%PALANTIR TECHNOLOGIES INC
Shares18.7K
Event2026-03-31
Filed2026-05-07
TLT
-1.68%ISHARES TR
Shares29.6K
Event2026-03-31
Filed2026-05-07
LDOS
0.01%LEIDOS HOLDINGS INC
Shares16.3K
Event2026-03-31
Filed2026-05-07
VTWO
-1.40%VANGUARD SCOTTSDALE FDS
Shares25.1K
Event2026-03-31
Filed2026-05-07
GSLC
0.38%GOLDMAN SACHS ETF TR
Shares19.8K
Event2026-03-31
Filed2026-05-07
VWO
-1.19%VANGUARD INTL EQUITY INDEX F
Shares45.8K
Event2026-03-31
Filed2026-05-07
VHT
-0.55%VANGUARD WORLD FD
Shares9.0K
Event2026-03-31
Filed2026-05-07
GENERAL DYNAMICS CORP
-4.87%GENERAL DYNAMICS CORP
Shares7.2K
Event2026-03-31
Filed2026-05-07
PG
-1.65%PROCTER & GAMBLE CO
Shares16.7K
Event2026-03-31
Filed2026-05-07
TSLA
0.71%TESLA INC
Shares6.4K
Event2026-03-31
Filed2026-05-07
NOC
-0.91%NORTHROP GRUMMAN CORP
Shares3.5K
Event2026-03-31
Filed2026-05-07
ICF
-0.98%ISHARES TR
Shares37.9K
Event2026-03-31
Filed2026-05-07
VIG
7.94%VANGUARD SPECIALIZED FUNDS
Shares10.6K
Event2026-03-31
Filed2026-05-07
ORCL
-2.22%ORACLE CORP
Shares15.5K
Event2026-03-31
Filed2026-05-07
LAM RESEARCH CORP
-2.49%LAM RESEARCH CORP
Shares10.6K
Event2026-03-31
Filed2026-05-07
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares14.8K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
-0.32%EATON CORP PLC
Shares5.9K
Event2026-03-31
Filed2026-05-07
RTX
-6.04%RTX CORPORATION
Shares10.9K
Event2026-03-31
Filed2026-05-07
KTOS
0.00%KRATOS DEFENSE & SEC SOLUTIO
Shares29.4K
Event2026-03-31
Filed2026-05-07
UPV
0.00%PROSHARES TR
Shares24.1K
Event2026-03-31
Filed2026-05-07
VGK
-1.25%VANGUARD INTL EQUITY INDEX F
Shares24.5K
Event2026-03-31
Filed2026-05-07
ARKK
1.98%ARK ETF TR
Shares29.4K
Event2026-03-31
Filed2026-05-07
DFAC
0.00%DIMENSIONAL ETF TRUST
Shares50.8K
Event2026-03-31
Filed2026-05-07
HD
-3.44%HOME DEPOT INC
Shares6.0K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
4.44%BROADCOM INC
Shares6.4K
Event2026-03-31
Filed2026-05-07
VV
-2.77%VANGUARD INDEX FDS
Shares6.5K
Event2026-03-31
Filed2026-05-07
UNP
0.10%UNION PAC CORP
Shares7.9K
Event2026-03-31
Filed2026-05-07
CSCO
-0.25%CISCO SYS INC
Shares24.8K
Event2026-03-31
Filed2026-05-07
COF
-0.29%CAPITAL ONE FINL CORP
Shares10.5K
Event2026-03-31
Filed2026-05-07
VO
1.72%VANGUARD INDEX FDS
Shares6.6K
Event2026-03-31
Filed2026-05-07
D
7.26%DOMINION ENERGY INC
Shares29.9K
Event2026-03-31
Filed2026-05-07
OKE
-2.00%ONEOK INC NEW
Shares19.7K
Event2026-03-31
Filed2026-05-07
IBIT
499.27%ISHARES BITCOIN TRUST ETF
Shares45.2K
Event2026-03-31
Filed2026-05-07
SHW
-0.44%SHERWIN WILLIAMS CO
Shares5.2K
Event2026-03-31
Filed2026-05-07
ACWX
0.00%ISHARES TR
Shares24.1K
Event2026-03-31
Filed2026-05-07
UNH
-32.21%UNITEDHEALTH GROUP INC
Shares5.9K
Event2026-03-31
Filed2026-05-07
DDM
-0.50%PROSHARES TR
Shares30.0K
Event2026-03-31
Filed2026-05-07
CAT
-3.70%CATERPILLAR INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
-0.32%GE AEROSPACE
Shares5.0K
Event2026-03-31
Filed2026-05-07
SCHV
0.04%SCHWAB STRATEGIC TR
Shares46.5K
Event2026-03-31
Filed2026-05-07
VGT
0.00%VANGUARD WORLD FD
Shares2.0K
Event2026-03-31
Filed2026-05-07
NEE
-8.74%NEXTERA ENERGY INC
Shares14.9K
Event2026-03-31
Filed2026-05-07
PM
0.33%PHILIP MORRIS INTL INC
Shares8.3K
Event2026-03-31
Filed2026-05-07
BAC
-2.86%BANK AMERICA CORP
Shares27.8K
Event2026-03-31
Filed2026-05-07
TMO
-7.19%THERMO FISHER SCIENTIFIC INC
Shares2.7K
Event2026-03-31
Filed2026-05-07
MGC
0.95%VANGUARD WORLD FD
Shares5.6K
Event2026-03-31
Filed2026-05-07
VZ
-36.34%VERIZON COMMUNICATIONS INC
Shares25.9K
Event2026-03-31
Filed2026-05-07
SOXX
0.00%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-05-07
TXN
-0.43%TEXAS INSTRS INC
Shares6.5K
Event2026-03-31
Filed2026-05-07
GS
-2.62%GOLDMAN SACHS GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
QLD
0.00%PROSHARES TR
Shares20.5K
Event2026-03-31
Filed2026-05-07
AMGN
-1.06%AMGEN INC
Shares3.6K
Event2026-03-31
Filed2026-05-07
TLN
0.00%TALEN ENERGY CORP
Shares3.9K
Event2026-03-31
Filed2026-05-07
HLT
-0.44%HILTON WORLDWIDE HLDGS INC
Shares4.1K
Event2026-03-31
Filed2026-05-07
IWR
11.25%ISHARES TR
Shares12.6K
Event2026-03-31
Filed2026-05-07
TJX
0.03%TJX COS INC NEW
Shares7.6K
Event2026-03-31
Filed2026-05-07
SO
-0.52%SOUTHERN CO
Shares12.4K
Event2026-03-31
Filed2026-05-07
VB
0.98%VANGUARD INDEX FDS
Shares4.5K
Event2026-03-31
Filed2026-05-07
IVW
2.76%ISHARES TR
Shares10.4K
Event2026-03-31
Filed2026-05-07
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares1.9K
Event2026-03-31
Filed2026-05-07
IJH
-5.95%ISHARES TR
Shares17.1K
Event2026-03-31
Filed2026-05-07
HON
-2.70%HONEYWELL INTL INC
Shares5.1K
Event2026-03-31
Filed2026-05-07
IJR
2.38%ISHARES TR
Shares9.2K
Event2026-03-31
Filed2026-05-07
GAIN
-40.15%GLADSTONE INVT CORP
Shares79.0K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
-0.67%DUKE ENERGY CORP NEW
Shares8.5K
Event2026-03-31
Filed2026-05-07
SCHX
-5.06%SCHWAB STRATEGIC TR
Shares41.0K
Event2026-03-31
Filed2026-05-07
PANW
-0.68%PALO ALTO NETWORKS INC
Shares6.5K
Event2026-03-31
Filed2026-05-07
IYW
-6.21%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-07
MGV
-5.12%VANGUARD WORLD FD
Shares7.0K
Event2026-03-31
Filed2026-05-07
AMD
-0.39%ADVANCED MICRO DEVICES INC
Shares4.9K
Event2026-03-31
Filed2026-05-07
SPYV
0.06%SPDR SERIES TRUST
Shares17.4K
Event2026-03-31
Filed2026-05-07
GWX
0.00%SPDR INDEX SHS FDS
Shares23.2K
Event2026-03-31
Filed2026-05-07
SIRIUSXM HOLDINGS INC
0.00%SIRIUSXM HOLDINGS INC
Shares42.0K
Event2026-03-31
Filed2026-05-07
DE
-0.64%DEERE & CO
Shares1.7K
Event2026-03-31
Filed2026-05-07
GEV
-5.47%GE VERNOVA INC
Shares1.1K
Event2026-03-31
Filed2026-05-07
KWEB
0.00%KRANESHARES TRUST
Shares33.7K
Event2026-03-31
Filed2026-05-07
QCOM
-0.86%QUALCOMM INC
Shares7.3K
Event2026-03-31
Filed2026-05-07
T
0.10%AT&T INC
Shares32.6K
Event2026-03-31
Filed2026-05-07
BA
41.03%BOEING CO
Shares4.7K
Event2026-03-31
Filed2026-05-07
IWM
1.54%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-05-07
IBB
-2.76%ISHARES TR
Shares5.4K
Event2026-03-31
Filed2026-05-07
SYK
-2.40%STRYKER CORPORATION
Shares2.7K
Event2026-03-31
Filed2026-05-07
VXUS
102.91%VANGUARD STAR FDS
Shares11.6K
Event2026-03-31
Filed2026-05-07
MA
-7.25%MASTERCARD INCORPORATED
Shares1.7K
Event2026-03-31
Filed2026-05-07
EWX
0.46%SPDR INDEX SHS FDS
Shares12.8K
Event2026-03-31
Filed2026-05-07
XLV
0.33%SELECT SECTOR SPDR TR
Shares5.7K
Event2026-03-31
Filed2026-05-07
KO
-1.56%COCA COLA CO
Shares11.0K
Event2026-03-31
Filed2026-05-07
USMV
14.54%ISHARES TR
Shares9.0K
Event2026-03-31
Filed2026-05-07
YUMC
-1.01%YUM CHINA HLDGS INC
Shares17.1K
Event2026-03-31
Filed2026-05-07
DVY
0.00%ISHARES TR
Shares5.4K
Event2026-03-31
Filed2026-05-07
XLF
-1.83%SELECT SECTOR SPDR TR
Shares16.6K
Event2026-03-31
Filed2026-05-07
VBK
0.00%VANGUARD INDEX FDS
Shares2.7K
Event2026-03-31
Filed2026-05-07
DHR
-9.76%DANAHER CORP DEL
Shares4.3K
Event2026-03-31
Filed2026-05-07
PFE
-0.54%PFIZER INC
Shares28.9K
Event2026-03-31
Filed2026-05-07
SAIC
0.00%SCIENCE APPLICATIONS INTL CO
Shares8.5K
Event2026-03-31
Filed2026-05-07
MO
-0.74%ALTRIA GROUP INC
Shares12.1K
Event2026-03-31
Filed2026-05-07
HSY
-1.93%HERSHEY CO
Shares3.8K
Event2026-03-31
Filed2026-05-07
PNC
-0.53%PNC FINL SVCS GROUP INC
Shares3.7K
Event2026-03-31
Filed2026-05-07
IXJ
-0.16%ISHARES TR
Shares8.3K
Event2026-03-31
Filed2026-05-07
OXM
0.00%OXFORD INDS INC
Shares20.1K
Event2026-03-31
Filed2026-05-07
RCL
0.04%ROYAL CARIBBEAN GROUP
Shares2.8K
Event2026-03-31
Filed2026-05-07
SCHW
21.74%SCHWAB CHARLES CORP
Shares8.2K
Event2026-03-31
Filed2026-05-07
DIA
-0.67%STATE STR SPDR DOW JONES IND
Shares1.6K
Event2026-03-31
Filed2026-05-07
SCHF
NewSCHWAB STRATEGIC TR
Shares30.0K
Event2026-03-31
Filed2026-05-07
VSEC
0.00%VSE CORP
Shares4.0K
Event2026-03-31
Filed2026-05-07
BKNG
-7.45%BOOKING HOLDINGS INC
Shares174
Event2026-03-31
Filed2026-05-07
XLY
0.00%SELECT SECTOR SPDR TR
Shares6.7K
Event2026-03-31
Filed2026-05-07
IEFA
1.88%ISHARES TR
Shares8.0K
Event2026-03-31
Filed2026-05-07
MMM
-0.62%3M CO
Shares4.8K
Event2026-03-31
Filed2026-05-07
BINC
0.00%BLACKROCK ETF TRUST II
Shares13.5K
Event2026-03-31
Filed2026-05-07
MU
-8.51%MICRON TECHNOLOGY INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
CEG
-0.20%CONSTELLATION ENERGY CORP
Shares2.5K
Event2026-03-31
Filed2026-05-07
CITIGROUP INC
-1.83%CITIGROUP INC
Shares6.1K
Event2026-03-31
Filed2026-05-07
AEP
-8.13%AMERICAN ELEC PWR CO INC
Shares5.2K
Event2026-03-31
Filed2026-05-07
SDY
0.00%SPDR SERIES TRUST
Shares4.6K
Event2026-03-31
Filed2026-05-07
VOOG
0.00%VANGUARD ADMIRAL FDS INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
COP
-2.44%CONOCOPHILLIPS
Shares5.0K
Event2026-03-31
Filed2026-05-07
VOE
0.00%VANGUARD INDEX FDS
Shares3.5K
Event2026-03-31
Filed2026-05-07
AMAT
109.66%APPLIED MATLS INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
LHX
-0.80%L3HARRIS TECHNOLOGIES INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
PSCC
0.00%INVESCO EXCH TRADED FD TR II
Shares20.0K
Event2026-03-31
Filed2026-05-07
VTV
5.63%VANGUARD INDEX FDS
Shares3.2K
Event2026-03-31
Filed2026-05-07
ARISTA NETWORKS INC
0.00%ARISTA NETWORKS INC
Shares5.0K
Event2026-03-31
Filed2026-05-07
EFV
10.54%ISHARES TR
Shares8.3K
Event2026-03-31
Filed2026-05-07
LOW
-8.09%LOWES COS INC
Shares2.6K
Event2026-03-31
Filed2026-05-07
VEU
NewVANGUARD INTL EQUITY INDEX F
Shares8.0K
Event2026-03-31
Filed2026-05-07
EME
0.00%EMCOR GROUP INC
Shares800
Event2026-03-31
Filed2026-05-07
SSO
0.00%PROSHARES TR
Shares11.3K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
-10.09%BLACKSTONE INC
Shares5.1K
Event2026-03-31
Filed2026-05-07
DIS
-9.78%DISNEY WALT CO
Shares6.1K
Event2026-03-31
Filed2026-05-07
WM
5.71%WASTE MGMT INC DEL
Shares2.5K
Event2026-03-31
Filed2026-05-07
GM
-20.69%GENERAL MTRS CO
Shares7.7K
Event2026-03-31
Filed2026-05-07
WFC
-8.49%WELLS FARGO & CO
Shares7.2K
Event2026-03-31
Filed2026-05-07
SPGI
-2.61%S&P GLOBAL INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
ADBE
-6.37%ADOBE INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
ITOT
-2.93%ISHARES TR
Shares3.8K
Event2026-03-31
Filed2026-05-07
NEM
-0.58%NEWMONT CORP
Shares5.0K
Event2026-03-31
Filed2026-05-07
ACCENTURE PLC IRELAND
-11.50%ACCENTURE PLC IRELAND
Shares2.7K
Event2026-03-31
Filed2026-05-07
KKR & CO INC
34.63%KKR & CO INC
Shares5.8K
Event2026-03-31
Filed2026-05-07
XLI
0.00%SELECT SECTOR SPDR TR
Shares3.3K
Event2026-03-31
Filed2026-05-07
INTC
-0.47%INTEL CORP
Shares12.0K
Event2026-03-31
Filed2026-05-07
CRWD
2.03%CROWDSTRIKE HLDGS INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
NOW
4.95%SERVICENOW INC
Shares5.1K
Event2026-03-31
Filed2026-05-07
VYM
0.00%VANGUARD WHITEHALL FDS
Shares3.6K
Event2026-03-31
Filed2026-05-07
TLS
50.41%TELOS CORP MD
Shares126.2K
Event2026-03-31
Filed2026-05-07
ETFS GOLD TR
0.00%ETFS GOLD TR
Shares11.8K
Event2026-03-31
Filed2026-05-07
MFC
0.14%MANULIFE FINL CORP
Shares15.3K
Event2026-03-31
Filed2026-05-07
VEA
NewVANGUARD TAX-MANAGED FDS
Shares8.2K
Event2026-03-31
Filed2026-05-07
CMG
-4.14%CHIPOTLE MEXICAN GRILL INC
Shares16.3K
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TR
-0.24%ISHARES GOLD TR
Shares5.9K
Event2026-03-31
Filed2026-05-07
BMY
-2.22%BRISTOL-MYERS SQUIBB CO
Shares8.6K
Event2026-03-31
Filed2026-05-07
VDC
0.00%VANGUARD WORLD FD
Shares2.3K
Event2026-03-31
Filed2026-05-07
AXP
-11.61%AMERICAN EXPRESS CO
Shares1.7K
Event2026-03-31
Filed2026-05-07
USB
3.21%US BANCORP
Shares9.7K
Event2026-03-31
Filed2026-05-07
VT
0.00%VANGUARD INTL EQUITY INDEX F
Shares3.7K
Event2026-03-31
Filed2026-05-07
AFL
0.00%AFLAC INC
Shares4.5K
Event2026-03-31
Filed2026-05-07
SBUX
-15.36%STARBUCKS CORP
Shares5.4K
Event2026-03-31
Filed2026-05-07
QQMG
-34.83%INVESCO EXCH TRADED FD TR II
Shares12.1K
Event2026-03-31
Filed2026-05-07
ADP
-12.87%AUTOMATIC DATA PROCESSING IN
Shares2.4K
Event2026-03-31
Filed2026-05-07
TMUS
-10.22%T-MOBILE US INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
SHOP
0.89%SHOPIFY INC
Shares4.0K
Event2026-03-31
Filed2026-05-07
FTEC
0.00%FIDELITY COVINGTON TRUST
Shares2.2K
Event2026-03-31
Filed2026-05-07
TFC
-3.48%TRUIST FINL CORP
Shares10.0K
Event2026-03-31
Filed2026-05-07
UDOW
0.00%PROSHARES TR
Shares9.0K
Event2026-03-31
Filed2026-05-07
PSCT
0.00%INVESCO EXCH TRADED FD TR II
Shares7.5K
Event2026-03-31
Filed2026-05-07
BSVO
0.00%EA SERIES TRUST
Shares17.4K
Event2026-03-31
Filed2026-05-07
MASS
0.00%908 DEVICES INC
Shares71.6K
Event2026-03-31
Filed2026-05-07
UWM
0.00%PROSHARES TR
Shares9.3K
Event2026-03-31
Filed2026-05-07
FTNT
-27.46%FORTINET INC
Shares5.3K
Event2026-03-31
Filed2026-05-07
IGV
NewISHARES TR
Shares5.4K
Event2026-03-31
Filed2026-05-07
TSM
-13.79%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.3K
Event2026-03-31
Filed2026-05-07
ROST
-1.38%ROSS STORES INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
CACI
0.00%CACI INTL INC
Shares766
Event2026-03-31
Filed2026-05-07
COKE
0.00%COCA COLA CONS INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
LINDE PLC
-8.72%LINDE PLC
Shares817
Event2026-03-31
Filed2026-05-07
CG
55.94%CARLYLE GROUP INC
Shares8.4K
Event2026-03-31
Filed2026-05-07
SCHE
-0.90%SCHWAB STRATEGIC TR
Shares12.2K
Event2026-03-31
Filed2026-05-07
DFUS
0.00%DIMENSIONAL ETF TRUST
Shares5.7K
Event2026-03-31
Filed2026-05-07
WRB
3.52%BERKLEY W R CORP
Shares6.1K
Event2026-03-31
Filed2026-05-07
EVUS
-14.66%ISHARES TR
Shares12.6K
Event2026-03-31
Filed2026-05-07
APOLLO GLOBAL MGMT INC
72.87%APOLLO GLOBAL MGMT INC
Shares3.6K
Event2026-03-31
Filed2026-05-07
SLYG
0.25%SPDR SERIES TRUST
Shares4.1K
Event2026-03-31
Filed2026-05-07
XPO
0.00%XPO INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
MDLZ
-10.01%MONDELEZ INTL INC
Shares6.8K
Event2026-03-31
Filed2026-05-07
ACGL
4.25%ARCH CAP GROUP LTD
Shares4.0K
Event2026-03-31
Filed2026-05-07
RSPT
0.00%INVESCO EXCHANGE TRADED FD T
Shares8.5K
Event2026-03-31
Filed2026-05-07
IYE
0.00%ISHARES TR
Shares5.9K
Event2026-03-31
Filed2026-05-07
PSX
0.00%PHILLIPS 66
Shares2.1K
Event2026-03-31
Filed2026-05-07
BN
0.77%BROOKFIELD CORP
Shares9.4K
Event2026-03-31
Filed2026-05-07
NKE
-1.67%NIKE INC
Shares7.1K
Event2026-03-31
Filed2026-05-07
IEUR
-3.69%ISHARES TR
Shares5.3K
Event2026-03-31
Filed2026-05-07
HST
0.03%HOST HOTELS & RESORTS INC
Shares19.6K
Event2026-03-31
Filed2026-05-07
FNDF
-5.73%SCHWAB STRATEGIC TR
Shares7.7K
Event2026-03-31
Filed2026-05-07
CMCSA
-27.92%COMCAST CORP NEW
Shares13.0K
Event2026-03-31
Filed2026-05-07
ASML
-6.02%ASML HLDG NV
Shares281
Event2026-03-31
Filed2026-05-07
IYY
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-07
FVCB
0.00%FVCBANKCORP INC
Shares24.1K
Event2026-03-31
Filed2026-05-07
MMC
-1.36%MARSH & MCLENNAN COS INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
CL
5.13%COLGATE PALMOLIVE CO
Shares4.3K
Event2026-03-31
Filed2026-05-07
SPMD
6.28%SPDR SERIES TRUST
Shares6.1K
Event2026-03-31
Filed2026-05-07
USTB
0.00%VICTORY PORTFOLIOS II
Shares7.1K
Event2026-03-31
Filed2026-05-07
XLG
0.00%INVESCO EXCHANGE TRADED FD T
Shares6.6K
Event2026-03-31
Filed2026-05-07
OGE
0.00%OGE ENERGY CORP
Shares7.4K
Event2026-03-31
Filed2026-05-07
SPDW
0.00%SPDR INDEX SHS FDS
Shares7.7K
Event2026-03-31
Filed2026-05-07
BXSL
0.00%BLACKSTONE SECD LENDING FD
Shares14.6K
Event2026-03-31
Filed2026-05-07
URTH
-1.47%ISHARES INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
SHEL
-9.09%SHELL PLC
Shares3.6K
Event2026-03-31
Filed2026-05-07
GL
0.00%GLOBE LIFE INC
Shares2.4K
Event2026-03-31
Filed2026-05-07
COAL
0.00%EXCHANGE TRADED CONCEPTS TRU
Shares12.0K
Event2026-03-31
Filed2026-05-07
VAC
5.86%MARRIOTT VACATIONS WORLDWIDE
Shares5.0K
Event2026-03-31
Filed2026-05-07
THE CIGNA GROUP
NewTHE CIGNA GROUP
Shares1.2K
Event2026-03-31
Filed2026-05-07
VXF
0.00%VANGUARD INDEX FDS
Shares1.6K
Event2026-03-31
Filed2026-05-07
VOOV
0.00%VANGUARD ADMIRAL FDS INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
FDX
0.00%FEDEX CORP
Shares889
Event2026-03-31
Filed2026-05-07
ICE
-0.79%INTERCONTINENTAL EXCHANGE IN
Shares2.0K
Event2026-03-31
Filed2026-05-07
EXC
-4.65%EXELON CORP
Shares6.4K
Event2026-03-31
Filed2026-05-07
BK
-19.13%BANK NEW YORK MELLON CORP
Shares2.6K
Event2026-03-31
Filed2026-05-07
GIB
-23.11%CGI INC
Shares4.2K
Event2026-03-31
Filed2026-05-07
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares3.8K
Event2026-03-31
Filed2026-05-07
UGL
0.00%PROSHARES TR II
Shares4.9K
Event2026-03-31
Filed2026-05-07
IUSV
NewISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-05-07
BND
-10.16%VANGUARD BD INDEX FDS
Shares3.9K
Event2026-03-31
Filed2026-05-07
SHV
0.04%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-07
BLACKSKY TECHNOLOGY INC
-13.35%BLACKSKY TECHNOLOGY INC
Shares11.4K
Event2026-03-31
Filed2026-05-07
CMI
-4.64%CUMMINS INC
Shares534
Event2026-03-31
Filed2026-05-07
VBR
0.00%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-05-07
ISRG
-9.49%INTUITIVE SURGICAL INC
Shares620
Event2026-03-31
Filed2026-05-07
SPTL
-0.55%SPDR SERIES TRUST
Shares10.7K
Event2026-03-31
Filed2026-05-07
PPL
0.70%PPL CORP
Shares7.3K
Event2026-03-31
Filed2026-05-07
AZO
-11.83%AUTOZONE INC
Shares82
Event2026-03-31
Filed2026-05-07
MZTI
0.00%MARZETTI COMPANY
Shares2.0K
Event2026-03-31
Filed2026-05-07
FNV
8.59%FRANCO NEV CORP
Shares1.1K
Event2026-03-31
Filed2026-05-07
WTW
-1.47%WILLIS TOWERS WATSON PLC LTD
Shares936
Event2026-03-31
Filed2026-05-07
NSC
0.00%NORFOLK SOUTHN CORP
Shares943
Event2026-03-31
Filed2026-05-07
ORLY
-0.88%OREILLY AUTOMOTIVE INC
Shares2.9K
Event2026-03-31
Filed2026-05-07
BHRB
0.00%BURKE HERBERT FINL SVCS CORP
Shares4.3K
Event2026-03-31
Filed2026-05-07
VLO
NewVALERO ENERGY CORP
Shares1.1K
Event2026-03-31
Filed2026-05-07
LEN
0.23%LENNAR CORP
Shares3.0K
Event2026-03-31
Filed2026-05-07
CF
NewCF INDUSTRIES HOLD
Shares2.0K
Event2026-03-31
Filed2026-05-07
HLI
-1.41%HOULIHAN LOKEY INC
Shares1.7K
Event2026-03-31
Filed2026-05-07
IYK
-1.49%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-07
IWC
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-07
IDN
0.00%INTELLICHECK MOBILISA INC
Shares34.5K
Event2026-03-31
Filed2026-05-07
NYT
NewNEW YORK TIMES CO MTN BE
Shares2.9K
Event2026-03-31
Filed2026-05-07
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares4.2K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares5.1K
Event2026-03-31
Filed2026-05-07
TDG
-1.44%TRANSDIGM GROUP INC
Shares205
Event2026-03-31
Filed2026-05-07
WY
0.00%WEYERHAEUSER CO
Shares9.6K
Event2026-03-31
Filed2026-05-07
MSI
-2.36%MOTOROLA SOLUTIONS INC
Shares538
Event2026-03-31
Filed2026-05-07
EW
12.52%EDWARDS LIFESCIENCES CORP
Shares2.9K
Event2026-03-31
Filed2026-05-07
CHKP
0.06%CHECK POINT SOFTWARE TECH LT
Shares1.6K
Event2026-03-31
Filed2026-05-07
KEYS
NewKEYSIGHT TECHNOLOGIES INC
Shares818
Event2026-03-31
Filed2026-05-07
PROSHARES TR
0.00%PROSHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-07
FCN
0.00%FTI CONSULTING INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
IQLT
-2.10%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-07
MS
-18.12%MORGAN STANLEY
Shares1.3K
Event2026-03-31
Filed2026-05-07
PWR
NewQUANTA SVCS INC
Shares403
Event2026-03-31
Filed2026-05-07
FV
0.00%FIRST TR EXCHANGE TRADED FD
Shares3.6K
Event2026-03-31
Filed2026-05-07
TMAT
-19.92%NORTHERN LTS FD TR IV
Shares9.5K
Event2026-03-31
Filed2026-05-07
ROCKET LAB CORP
-13.29%ROCKET LAB CORP
Shares3.4K
Event2026-03-31
Filed2026-05-07
KEY
-0.86%KEYCORP
Shares10.9K
Event2026-03-31
Filed2026-05-07
CRM
-37.36%SALESFORCE INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
WMB
NewWILLIAMS COS INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
AXON
-3.64%AXON ENTERPRISE INC
Shares503
Event2026-03-31
Filed2026-05-07
TRV
0.55%TRAVELERS COMPANIES INC
Shares731
Event2026-03-31
Filed2026-05-07
NUE
-19.75%NUCOR CORP
Shares1.3K
Event2026-03-31
Filed2026-05-07
VCIT
NewVANGUARD SCOTTSDALE FDS
Shares2.5K
Event2026-03-31
Filed2026-05-07
MET
-0.07%METLIFE INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
XMHQ
0.00%INVESCO EXCHANGE TRADED FD T
Shares2.0K
Event2026-03-31
Filed2026-05-07
IWB
0.00%ISHARES TR
Shares577
Event2026-03-31
Filed2026-05-07
ILMN
2.15%ILLUMINA INC
Shares1.7K
Event2026-03-31
Filed2026-05-07
DFSE
-33.43%DIMENSIONAL ETF TRUST
Shares4.8K
Event2026-03-31
Filed2026-05-07
UBSI
-17.19%UNITED BANKSHARES INC WEST V
Shares4.9K
Event2026-03-31
Filed2026-05-07
MKC
0.10%MCCORMICK & CO INC
Shares4.0K
Event2026-03-31
Filed2026-05-07
EMR
-7.46%EMERSON ELEC CO
Shares1.6K
Event2026-03-31
Filed2026-05-07
PCG
-3.83%PG&E CORP
Shares11.3K
Event2026-03-31
Filed2026-05-07
HOLX
NewHOLOGIC INC
Shares2.6K
Event2026-03-31
Filed2026-05-07
XLP
NewSELECT SECTOR SPDR TR
Shares2.4K
Event2026-03-31
Filed2026-05-07
EPD
NewENTERPRISE PRODS PARTNERS L
Shares5.1K
Event2026-03-31
Filed2026-05-07
DFAT
NewDIMENSIONAL ETF TRUST
Shares3.1K
Event2026-03-31
Filed2026-05-07
MKL
-9.01%MARKEL GROUP INC
Shares101
Event2026-03-31
Filed2026-05-07
XEL
NewXCEL ENERGY INC
Shares2.4K
Event2026-03-31
Filed2026-05-07
IEMG
NewISHARES INC
Shares2.8K
Event2026-03-31
Filed2026-05-07
MTD
0.00%METTLER TOLEDO INTERNATIONAL
Shares151
Event2026-03-31
Filed2026-05-07
A
-6.73%AGILENT TECHNOLOGIES INC
Shares1.7K
Event2026-03-31
Filed2026-05-07
TXT
NewTEXTRON INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
ESBA
0.67%EMPIRE ST RLTY OP L P
Shares36.6K
Event2026-03-31
Filed2026-05-07
BAH
NewBOOZ ALLEN HAMILTON HLDG COR
Shares2.4K
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
-3.63%MEDTRONIC PLC
Shares2.1K
Event2026-03-31
Filed2026-05-07
ETR
NewENTERGY CORP NEW
Shares1.6K
Event2026-03-31
Filed2026-05-07
IHI
NewISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-05-07
AMT
-35.31%AMERICAN TOWER CORP
Shares1.0K
Event2026-03-31
Filed2026-05-07
QTEC
-60.98%FIRST TR EXCHANGE-TRADED FD
Shares800
Event2026-03-31
Filed2026-05-07
DELL
NewDELL TECHNOLOGIES INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
AOR
NewISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-07
DLN
NewWISDOMTREE TR
Shares1.9K
Event2026-03-31
Filed2026-05-07
DLS
NewWISDOMTREE TR
Shares2.0K
Event2026-03-31
Filed2026-05-07
SWX
NewSOUTHWEST GAS HLDGS INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
IUSG
NewISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-07
SMH
NewVANECK ETF TRUST
Shares409
Event2026-03-31
Filed2026-05-07
NXPI
NewNXP SEMICONDUCTORS N V
Shares796
Event2026-03-31
Filed2026-05-07
UBER
NewUBER TECHNOLOGIES INC
Shares2.2K
Event2026-03-31
Filed2026-05-07
IWY
NewISHARES TR
Shares615
Event2026-03-31
Filed2026-05-07
AXTI
NewAXT INC
Shares2.7K
Event2026-03-31
Filed2026-05-07
VONG
NewVANGUARD SCOTTSDALE FDS
Shares1.4K
Event2026-03-31
Filed2026-05-07
GLW
NewCORNING INC
Shares1.1K
Event2026-03-31
Filed2026-05-07
CSX
NewCSX CORP
Shares3.7K
Event2026-03-31
Filed2026-05-07
GRC
NewGORMAN RUPP CO
Shares2.4K
Event2026-03-31
Filed2026-05-07
LALT
NewFIRST TR EXCHNG TRADED FD VI
Shares6.2K
Event2026-03-31
Filed2026-05-07
DHS
NewWISDOMTREE TR
Shares1.4K
Event2026-03-31
Filed2026-05-07
MTUM
NewISHARES TR
Shares621
Event2026-03-31
Filed2026-05-07
GWRE
-9.03%GUIDEWIRE SOFTWARE INC
Shares987
Event2026-03-31
Filed2026-05-07
EOG
NewEOG RES INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
DGRW
NewWISDOMTREE TR
Shares1.7K
Event2026-03-31
Filed2026-05-07
PWB
NewINVESCO EXCHANGE TRADED FD T
Shares1.2K
Event2026-03-31
Filed2026-05-07
FBYD
0.00%FALCONS BEYOND GLOBAL INC
Shares10.3K
Event2026-03-31
Filed2026-05-07
BNL
NewBROADSTONE NET LEASE INC
Shares7.9K
Event2026-03-31
Filed2026-05-07
SOFI
-3.30%SOFI TECHNOLOGIES INC
Shares9.1K
Event2026-03-31
Filed2026-05-07
HRL
NewHORMEL FOODS CORP
Shares6.3K
Event2026-03-31
Filed2026-05-07
RGA
NewREINSURANCE GROUP AMER INC
Shares700
Event2026-03-31
Filed2026-05-07
KNSL
NewKINSALE CAP GROUP INC
Shares412
Event2026-03-31
Filed2026-05-07
DEM
NewWISDOMTREE TR
Shares2.8K
Event2026-03-31
Filed2026-05-07
SPYG
NewSPDR SERIES TRUST
Shares1.4K
Event2026-03-31
Filed2026-05-07
CVS
NewCVS HEALTH CORP
Shares1.9K
Event2026-03-31
Filed2026-05-07
OTIS
NewOTIS WORLDWIDE CORP
Shares1.8K
Event2026-03-31
Filed2026-05-07
GEHC
NewGE HEALTHCARE TECHNOLOGIES I
Shares1.9K
Event2026-03-31
Filed2026-05-07
IRM
NewIRON MTN INC DEL
Shares1.3K
Event2026-03-31
Filed2026-05-07
RY
NewROYAL BK CDA
Shares829
Event2026-03-31
Filed2026-05-07
ROP
NewROPER TECHNOLOGIES INC
Shares379
Event2026-03-31
Filed2026-05-07
CXSE
NewWISDOMTREE TR
Shares3.5K
Event2026-03-31
Filed2026-05-07
HBAN
NewHUNTINGTON BANCSHARES INC
Shares8.5K
Event2026-03-31
Filed2026-05-07
FEDERAL RLTY INVT TR NEW
NewFEDERAL RLTY INVT TR NEW
Shares1.3K
Event2026-03-31
Filed2026-05-07
VMC
NewVULCAN MATLS CO
Shares486
Event2026-03-31
Filed2026-05-07
EFA
NewISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-07
ACM
NewAECOM
Shares1.6K
Event2026-03-31
Filed2026-05-07
PROSHARES TR
NewPROSHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-07
SNA
NewSNAP ON INC
Shares352
Event2026-03-31
Filed2026-05-07
HCA
-61.65%HCA HEALTHCARE INC
Shares270
Event2026-03-31
Filed2026-05-07
NACP
NewTIDAL TRUST III
Shares2.6K
Event2026-03-31
Filed2026-05-07
GINN
NewGOLDMAN SACHS ETF TR
Shares1.9K
Event2026-03-31
Filed2026-05-07
DGRO
NewISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-07
WSBC
NewWESBANCO INC
Shares3.6K
Event2026-03-31
Filed2026-05-07
URI
NewUNITED RENTALS INC
Shares171
Event2026-03-31
Filed2026-05-07
BP
NewBP PLC
Shares2.6K
Event2026-03-31
Filed2026-05-07
SLB
NewSLB LIMITED
Shares2.4K
Event2026-03-31
Filed2026-05-07
VLTO
NewVERALTO CORP
Shares1.4K
Event2026-03-31
Filed2026-05-07
EMXC
NewISHARES INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
PAYX
-30.89%PAYCHEX INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
FI
NewFISERV INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
SEIC
NewSEI INVTS CO
Shares1.5K
Event2026-03-31
Filed2026-05-07
ASTS
NewAST SPACEMOBILE INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
WPC
NewWP CAREY INC
Shares1.7K
Event2026-03-31
Filed2026-05-07
AIG
NewAMERICAN INTL GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
FUTY
NewFIDELITY COVINGTON TRUST
Shares2.0K
Event2026-03-31
Filed2026-05-07
MAIN
NewMAIN STR CAP CORP
Shares2.2K
Event2026-03-31
Filed2026-05-07
LKQ
NewLKQ CORP
Shares4.0K
Event2026-03-31
Filed2026-05-07
OKLO
NewOKLO INC
Shares2.4K
Event2026-03-31
Filed2026-05-07
SCHM
NewSCHWAB STRATEGIC TR
Shares3.8K
Event2026-03-31
Filed2026-05-07
PEY
NewINVESCO EXCHANGE TRADED FD T
Shares5.4K
Event2026-03-31
Filed2026-05-07
QNITY ELECTRONICS INC
NewQNITY ELECTRONICS INC
Shares995
Event2026-03-31
Filed2026-05-07
MSEX
NewMIDDLESEX WTR CO
Shares2.2K
Event2026-03-31
Filed2026-05-07
SCHR
NewSCHWAB STRATEGIC TR
Shares4.6K
Event2026-03-31
Filed2026-05-07
XOP
NewSPDR SERIES TRUST
Shares622
Event2026-03-31
Filed2026-05-07
TROW
NewPRICE T ROWE GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
FS SPECIALTY LENDING FD
NewFS SPECIALTY LENDING FD
Shares9.0K
Event2026-03-31
Filed2026-05-07
FAST
NewFASTENAL CO
Shares2.4K
Event2026-03-31
Filed2026-05-07
GILD
NewGILEAD SCIENCES INC
Shares800
Event2026-03-31
Filed2026-05-07
IBDY
NewISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-05-07
APD
NewAIR PRODUCTS AND CHEMICALS I
Shares381
Event2026-03-31
Filed2026-05-07
AHR
NewAMERICAN HEALTHCARE REIT INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
ROM
NewPROSHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-07
JMUB
NewJ P MORGAN EXCHANGE TRADED F
Shares2.2K
Event2026-03-31
Filed2026-05-07
ALPS ETF TR
NewALPS ETF TR
Shares2.1K
Event2026-03-31
Filed2026-05-07
CRK
NewCOMSTOCK RES INC
Shares5.1K
Event2026-03-31
Filed2026-05-07
GLPI
NewGAMING & LEISURE P
Shares2.4K
Event2026-03-31
Filed2026-05-07
FLSP
NewFRANKLIN TEMPLETON ETF TR
Shares4.0K
Event2026-03-31
Filed2026-05-07
MCHP
NewMICROCHIP TECHNOLOGY INC.
Shares1.7K
Event2026-03-31
Filed2026-05-07
WBD
NewWARNER BROS DISCOVERY INC
Shares3.9K
Event2026-03-31
Filed2026-05-07
CRSP
NewCRISPR THERAPEUTICS AG
Shares2.3K
Event2026-03-31
Filed2026-05-07
SWKS
NewSKYWORKS SOLUTIONS INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
CME
NewCME GROUP INC
Shares362
Event2026-03-31
Filed2026-05-07
RQI
NewCOHEN & STEERS QUALITY INCOM
Shares8.9K
Event2026-03-31
Filed2026-05-07
VCSH
NewVANGUARD SCOTTSDALE FDS
Shares1.3K
Event2026-03-31
Filed2026-05-07
MPC
NewMARATHON PETE CORP
Shares436
Event2026-03-31
Filed2026-05-07
EMN
NewEASTMAN CHEM CO
Shares1.4K
Event2026-03-31
Filed2026-05-07
O
NewREALTY INCOME CORP
Shares1.7K
Event2026-03-31
Filed2026-05-07
PAAA
NewPGIM ETF TR
Shares2.1K
Event2026-03-31
Filed2026-05-07
DLR
NewDIGITAL RLTY TR INC
Shares583
Event2026-03-31
Filed2026-05-07
PPA
NewINVESCO EXCHANGE TRADED FD T
Shares632
Event2026-03-31
Filed2026-05-07
AUB
NewATLANTIC UN BANKSHARES CORP
Shares2.9K
Event2026-03-31
Filed2026-05-07
SYY
NewSYSCO CORP
Shares1.5K
Event2026-03-31
Filed2026-05-07
GXO
NewGXO LOGISTICS INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-07
ABNB
NewAIRBNB INC
Shares811
Event2026-03-31
Filed2026-05-07
DFAS
NewDIMENSIONAL ETF TRUST
Shares1.4K
Event2026-03-31
Filed2026-05-07
PROFESIONALLY MANAGED PORTFO
NewPROFESIONALLY MANAGED PORTFO
Shares1.9K
Event2026-03-31
Filed2026-05-07
ELV
NewELEVANCE HEALTH INC FORMERLY
Shares346
Event2026-03-31
Filed2026-05-07
ADM
NewARCHER DANIELS MIDLAND CO
Shares1.4K
Event2026-03-31
Filed2026-05-07
ITA
NewISHARES TR
Shares458
Event2026-03-31
Filed2026-05-07
VOX
NewVANGUARD WORLD FD
Shares556
Event2026-03-31
Filed2026-05-07
IBDZ
NewISHARES TR
Shares3.8K
Event2026-03-31
Filed2026-05-07
TE CONNECTIVITY PLC
NewTE CONNECTIVITY PLC
Shares478
Event2026-03-31
Filed2026-05-07
PGF
NewINVESCO EXCHANGE TRADED FD T
Shares7.3K
Event2026-03-31
Filed2026-05-07
RWR
NewSPDR SERIES TRUST
Shares985
Event2026-03-31
Filed2026-05-07
RF
NewREGIONS FINANCIAL CORP NEW
Shares3.8K
Event2026-03-31
Filed2026-05-07
IBDX
NewISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-05-07
EIX
NewEDISON INTL
Shares1.3K
Event2026-03-31
Filed2026-05-07
AGG
NewISHARES TR
Shares965
Event2026-03-31
Filed2026-05-07
RACE
NewFERRARI N V
Shares282
Event2026-03-31
Filed2026-05-07
SMR
NewNUSCALE PWR CORP
Shares8.6K
Event2026-03-31
Filed2026-05-07
AVDV
NewAMERICAN CENTY ETF TR
Shares932
Event2026-03-31
Filed2026-05-07
SJM
NewSMUCKER J M CO
Shares964
Event2026-03-31
Filed2026-05-07
IVOO
NewVANGUARD ADMIRAL FDS INC
Shares809
Event2026-03-31
Filed2026-05-07
ALL
NewALLSTATE CORP
Shares439
Event2026-03-31
Filed2026-05-07
ADI
NewANALOG DEVICES INC
Shares286
Event2026-03-31
Filed2026-05-07
PGR
NewPROGRESSIVE CORP
Shares452
Event2026-03-31
Filed2026-05-07
NULG
NewNUSHARES ETF TR
Shares983
Event2026-03-31
Filed2026-05-07
SRE
NewSEMPRA
Shares912
Event2026-03-31
Filed2026-05-07
DTE
NewDTE ENERGY CO
Shares605
Event2026-03-31
Filed2026-05-07
SOLSTICE ADVANCED MATLS INC
NewSOLSTICE ADVANCED MATLS INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
VIGI
NewVANGUARD WHITEHALL FDS
Shares990
Event2026-03-31
Filed2026-05-07
BLACKROCK INC
NewBLACKROCK INC
Shares91
Event2026-03-31
Filed2026-05-07
FOUR
NewSHIFT4 PMTS INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
WYY
NewWIDEPOINT CORP
Shares17.5K
Event2026-03-31
Filed2026-05-07
PPG
NewPPG INDS INC
Shares813
Event2026-03-31
Filed2026-05-07
DUPONT DE NEMOURS INC
NewDUPONT DE NEMOURS INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
CLX
NewCLOROX CO DEL
Shares828
Event2026-03-31
Filed2026-05-07
TTD
NewTHE TRADE DESK INC
Shares3.8K
Event2026-03-31
Filed2026-05-07
ITW
NewILLINOIS TOOL WKS INC
Shares327
Event2026-03-31
Filed2026-05-07
XBI
NewSPDR SERIES TRUST
Shares665
Event2026-03-31
Filed2026-05-07
E
NewENI SPA
Shares1.5K
Event2026-03-31
Filed2026-05-07
IHE
NewISHARES TR
Shares977
Event2026-03-31
Filed2026-05-07
RVTY
NewREVVITY INC
Shares964
Event2026-03-31
Filed2026-05-07
SCHI
NewSCHWAB STRATEGIC TR
Shares3.7K
Event2026-03-31
Filed2026-05-07
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