The Analysis of Cedar Mountain Advisors, LLC's Holdings & P&L


Currently, Cedar Mountain Advisors, LLC holds 1152 types of securities in its portfolio with a total value $511.4M. In the most recent quarter, they have increased their positions in NKE (+10.3K shares, valued at $543.4K), SCHZ (+12.8K shares, valued at $297.3K), JEPI (+5.1K shares, valued at $288.0K); decreased their positions in IWD (-7.4K shares, valued at $1.6M), IWF (-1.4K shares, valued at $594.4K), IWS (-2.5K shares, valued at $357.5K); initiated new positions in LITE (+229 shares, valued at $160.9K), UTL (+2.7K shares, valued at $140.4K), CLH (+405 shares, valued at $116.1K).


1M P&L
-259.1M-32.93%
3M P&L
-251.9M-32.31%
HY P&L
-237.6M-31.04%

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/A453.2M
93.3%
2Software - Application3.9M
0.8%
3Railroads2.9M
0.6%

Top Industries by Stock Count

1N/A125 stocks
11.6%
2Banks - Regional54 stocks
5.0%
3Software - Application31 stocks
2.9%
Stock Holdings
IWD
ISHARES RUSSELL 1000 VALUE ETF
-1.83%
Shares395.2K
Event2026-03-31
Filed2026-04-30
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-0.72%
Shares192.7K
Event2026-03-31
Filed2026-04-30
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-0.97%
Shares251.6K
Event2026-03-31
Filed2026-04-30
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-0.08%
Shares273.3K
Event2026-03-31
Filed2026-04-30
IJR
ISHARES CORE S&P SMALL CAP ETF
-1.00%
Shares223.2K
Event2026-03-31
Filed2026-04-30
INVESCO QQQ TRUST SERIES I
INVESCO QQQ TRUST SERIES I
-1.37%
Shares40.0K
Event2026-03-31
Filed2026-04-30
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-1.08%
Shares631.3K
Event2026-03-31
Filed2026-04-30
VFH
VANGUARD FINANCIALS ETF
-0.54%
Shares145.2K
Event2026-03-31
Filed2026-04-30
SCHZ
SCHWAB US AGGREGATE BOND ETF
2.04%
Shares640.4K
Event2026-03-31
Filed2026-04-30
VHT
VANGUARD HEALTH CARE ETF
-0.75%
Shares51.9K
Event2026-03-31
Filed2026-04-30
LVHI
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
-1.37%
Shares332.6K
Event2026-03-31
Filed2026-04-30
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-0.15%
Shares138.6K
Event2026-03-31
Filed2026-04-30
ILTB
ISHARES CORE 10 YEAR USD BOND ETF
2.36%
Shares243.9K
Event2026-03-31
Filed2026-04-30
SPHQ
INVESCO S&P 500 QUALITY ETF
-0.12%
Shares141.2K
Event2026-03-31
Filed2026-04-30
FLRN
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
1.75%
Shares239.6K
Event2026-03-31
Filed2026-04-30
PULS
PGIM ULTRA SHORT BOND ETF
1.72%
Shares148.5K
Event2026-03-31
Filed2026-04-30
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
0.42%
Shares73.7K
Event2026-03-31
Filed2026-04-30
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
0.25%
Shares126.4K
Event2026-03-31
Filed2026-04-30
EFA
ISHARES MSCI EAFE ETF
1.21%
Shares63.7K
Event2026-03-31
Filed2026-04-30
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-0.87%
Shares114.0K
Event2026-03-31
Filed2026-04-30
DIVB
ISHARES CORE DIVIDEND ETF
0.97%
Shares104.0K
Event2026-03-31
Filed2026-04-30
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
1.92%
Shares105.5K
Event2026-03-31
Filed2026-04-30
ADP
AUTOMATIC DATA PROCESSING INC COM
-1.23%
Shares16.9K
Event2026-03-31
Filed2026-04-30
JBND
JPMORGAN ACTIVE BOND ETF
0.77%
Shares60.8K
Event2026-03-31
Filed2026-04-30
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
0.22%
Shares35.8K
Event2026-03-31
Filed2026-04-30
VTI
VANGUARD TOTAL STOCK MARKET ETF
0.00%
Shares8.8K
Event2026-03-31
Filed2026-04-30
CSX
CSX CORP COM
-0.00%
Shares63.4K
Event2026-03-31
Filed2026-04-30
AAPL
APPLE INC COM
8.51%
Shares10.1K
Event2026-03-31
Filed2026-04-30
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
1.35%
Shares21.8K
Event2026-03-31
Filed2026-04-30
MSFT
MICROSOFT CORP COM
-5.07%
Shares4.3K
Event2026-03-31
Filed2026-04-30
VUG
VANGUARD GROWTH ETF
-14.43%
Shares3.0K
Event2026-03-31
Filed2026-04-30
TSLA
TESLA INC COM
-3.72%
Shares3.4K
Event2026-03-31
Filed2026-04-30
VTV
VANGUARD VALUE ETF
-0.11%
Shares5.6K
Event2026-03-31
Filed2026-04-30
IWM
ISHARES RUSSELL 2000 ETF
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-30
BERKSHIRE HATHAWAY INC DEL CL B NEW
BERKSHIRE HATHAWAY INC DEL CL B NEW
1.49%
Shares1.9K
Event2026-03-31
Filed2026-04-30
BR
BROADRIDGE FINL SOLUTIONS INC COM
0.06%
Shares5.4K
Event2026-03-31
Filed2026-04-30
NKE
NIKE INC CL B
178.55%
Shares16.1K
Event2026-03-31
Filed2026-04-30
BND
VANGUARD TOTAL BOND MARKET ETF
0.00%
Shares10.8K
Event2026-03-31
Filed2026-04-30
VTEB
VANGUARD TAX-EXEMPT BOND ETF
0.00%
Shares15.5K
Event2026-03-31
Filed2026-04-30
NVDA
NVIDIA CORPORATION COM
7.12%
Shares4.4K
Event2026-03-31
Filed2026-04-30
AMAT
APPLIED MATLS INC COM
-9.82%
Shares1.7K
Event2026-03-31
Filed2026-04-30
TGT
TARGET CORP COM
0.68%
Shares4.7K
Event2026-03-31
Filed2026-04-30
HENNESSY SUSTAINABLE ETF
HENNESSY SUSTAINABLE ETF
0.00%
Shares15.2K
Event2026-03-31
Filed2026-04-30
XOM
EXXON MOBIL CORP COM
5.51%
Shares3.0K
Event2026-03-31
Filed2026-04-30
MCD
MCDONALDS CORP COM
-5.90%
Shares1.5K
Event2026-03-31
Filed2026-04-30
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
225.72%
Shares7.3K
Event2026-03-31
Filed2026-04-30
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-30
COST
COSTCO WHOLESALE CORPORATION COM
3.43%
Shares392
Event2026-03-31
Filed2026-04-30
VXF
VANGUARD EXTENDED MARKET ETF
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-30
BK
BANK NEW YORK MELLON CORP COM
8.18%
Shares3.2K
Event2026-03-31
Filed2026-04-30
AMZN
AMAZON COM INC COM
9.82%
Shares1.6K
Event2026-03-31
Filed2026-04-30
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
3.53%
Shares4.2K
Event2026-03-31
Filed2026-04-30
SBUX
STARBUCKS CORP COM
0.49%
Shares3.3K
Event2026-03-31
Filed2026-04-30
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
220.03%
Shares5.1K
Event2026-03-31
Filed2026-04-30
SR
SPIRE INC COM
3.47%
Shares3.0K
Event2026-03-31
Filed2026-04-30
INTU
INTUIT COM
2.73%
Shares603
Event2026-03-31
Filed2026-04-30
ACI
ALBERTSONS COMPANIES INC COMMON STOCK
2.03%
Shares14.9K
Event2026-03-31
Filed2026-04-30
QQQM
INVESCO NASDAQ 100 ETF
0.00%
Shares969
Event2026-03-31
Filed2026-04-30
WMT
WALMART INC COM
3.16%
Shares1.8K
Event2026-03-31
Filed2026-04-30
UNP
UNION PAC CORP COM
0.00%
Shares911
Event2026-03-31
Filed2026-04-30
PG
PROCTER & GAMBLE CO COM
4.44%
Shares1.5K
Event2026-03-31
Filed2026-04-30
HD
HOME DEPOT INC COM
1.59%
Shares640
Event2026-03-31
Filed2026-04-30
CHD
CHURCH & DWIGHT CO INC COM
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-30
T
AT&T INC COM
92.99%
Shares7.2K
Event2026-03-31
Filed2026-04-30
NWN
NORTHWEST NAT HLDG CO COM
30.61%
Shares3.8K
Event2026-03-31
Filed2026-04-30
GLD
SPDR GOLD SHARES
8.33%
Shares442
Event2026-03-31
Filed2026-04-30
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-30
META
META PLATFORMS INC CL A
5.96%
Shares320
Event2026-03-31
Filed2026-04-30
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
30.61%
Shares623
Event2026-03-31
Filed2026-04-30
IVV
ISHARES CORE S&P 500 ETF
0.37%
Shares269
Event2026-03-31
Filed2026-04-30
BA
BOEING CO COM
-53.04%
Shares825
Event2026-03-31
Filed2026-04-30
LITE
LUMENTUM HLDGS INC COM
New
Shares229
Event2026-03-31
Filed2026-04-30
SO
SOUTHERN CO COM
-55.03%
Shares1.5K
Event2026-03-31
Filed2026-04-30
UTL
UNITIL CORP COM
New
Shares2.7K
Event2026-03-31
Filed2026-04-30
INTC
INTEL CORP COM
7.92%
Shares3.2K
Event2026-03-31
Filed2026-04-30
BROADCOM INC COM
BROADCOM INC COM
36.08%
Shares430
Event2026-03-31
Filed2026-04-30
JPM
JPMORGAN CHASE & CO COM
39.13%
Shares448
Event2026-03-31
Filed2026-04-30
SPY
STATE STREET SPDR S&P 500 ETF
-63.42%
Shares203
Event2026-03-31
Filed2026-04-30
IWB
ISHARES RUSSELL 1000 ETF
0.00%
Shares368
Event2026-03-31
Filed2026-04-30
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
13.78%
Shares421
Event2026-03-31
Filed2026-04-30
CLH
CLEAN HARBORS INC COM
New
Shares405
Event2026-03-31
Filed2026-04-30
JNJ
JOHNSON & JOHNSON COM
26.34%
Shares470
Event2026-03-31
Filed2026-04-30
MERCK & CO INC COM
MERCK & CO INC COM
37.01%
Shares918
Event2026-03-31
Filed2026-04-30
CRWV
COREWEAVE INC COM CL A
128.00%
Shares1.4K
Event2026-03-31
Filed2026-04-30
V
VISA INC COM CL A
13.65%
Shares358
Event2026-03-31
Filed2026-04-30
COF
CAPITAL ONE FINL CORP COM
193.97%
Shares585
Event2026-03-31
Filed2026-04-30
KEYS
KEYSIGHT TECHNOLOGIES INC COM
New
Shares375
Event2026-03-31
Filed2026-04-30
IBIT
ISHARES BITCOIN TRUST ETF
7.43%
Shares2.7K
Event2026-03-31
Filed2026-04-30
CTRA
COTERRA ENERGY INC COM
229.03%
Shares2.9K
Event2026-03-31
Filed2026-04-30
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
0.08%
Shares1.3K
Event2026-03-31
Filed2026-04-30
NFLX
NETFLIX INC. COM
222.46%
Shares1.0K
Event2026-03-31
Filed2026-04-30
RRX
REGAL REXNORD CORPORATION COM
New
Shares527
Event2026-03-31
Filed2026-04-30
WM
WASTE MGMT INC DEL COM
0.24%
Shares425
Event2026-03-31
Filed2026-04-30
ILCG
ISHARES MORNINGSTAR GROWTH ETF
-12.82%
Shares1.0K
Event2026-03-31
Filed2026-04-30
IBM
INTERNATIONAL BUSINESS MACHS COM
11.08%
Shares401
Event2026-03-31
Filed2026-04-30
CVX
CHEVRON CORPORATION COM
14.81%
Shares465
Event2026-03-31
Filed2026-04-30
RTX
RTX CORPORATION COM
18.10%
Shares496
Event2026-03-31
Filed2026-04-30
VZ
VERIZON COMMUNICATIONS INC COM
56.56%
Shares1.9K
Event2026-03-31
Filed2026-04-30
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
0.13%
Shares1.5K
Event2026-03-31
Filed2026-04-30
USB
US BANCORP COM NEW
0.06%
Shares1.7K
Event2026-03-31
Filed2026-04-30
WES
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
2.11%
Shares2.2K
Event2026-03-31
Filed2026-04-30
CW
CURTISS WRIGHT CORP COM
0.00%
Shares128
Event2026-03-31
Filed2026-04-30
EHC
ENCOMPASS HEALTH CORP COM
New
Shares898
Event2026-03-31
Filed2026-04-30
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-18.10%
Shares579
Event2026-03-31
Filed2026-04-30
GE AEROSPACE COM NEW
GE AEROSPACE COM NEW
0.00%
Shares302
Event2026-03-31
Filed2026-04-30
ABBV
ABBVIE INC COM
21.32%
Shares387
Event2026-03-31
Filed2026-04-30
ATI
ATI INC COM
0.00%
Shares535
Event2026-03-31
Filed2026-04-30
FHN
FIRST HORIZON CORPORATION COM
New
Shares3.4K
Event2026-03-31
Filed2026-04-30
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
0.71%
Shares999
Event2026-03-31
Filed2026-04-30
WY
WEYERHAEUSER CO COM NEW
0.86%
Shares2.9K
Event2026-03-31
Filed2026-04-30
WAB
WABTEC COM
5520.00%
Shares281
Event2026-03-31
Filed2026-04-30
IWN
ISHARES RUSSELL 2000 VALUE ETF
17.89%
Shares369
Event2026-03-31
Filed2026-04-30
BAC
BANK OF AMER CORP COM
98.19%
Shares1.4K
Event2026-03-31
Filed2026-04-30
CSCO
CISCO SYS INC COM
88.03%
Shares880
Event2026-03-31
Filed2026-04-30
ALL
ALLSTATE CORP COM
212.50%
Shares325
Event2026-03-31
Filed2026-04-30
GEV
GE VERNOVA INC COM
0.00%
Shares77
Event2026-03-31
Filed2026-04-30
ETR
ENTERGY CORP NEW COM
1224.44%
Shares596
Event2026-03-31
Filed2026-04-30
ED
CONSOLIDATED EDISON INC COM
0.00%
Shares586
Event2026-03-31
Filed2026-04-30
CASY
CASEYS GEN STORES INC COM
4400.00%
Shares90
Event2026-03-31
Filed2026-04-30
LLY
ELI LILLY & CO COM
11.29%
Shares69
Event2026-03-31
Filed2026-04-30
CENCORA INC COM
CENCORA INC COM
New
Shares202
Event2026-03-31
Filed2026-04-30
AEE
AMEREN CORP COM
0.00%
Shares576
Event2026-03-31
Filed2026-04-30
INGR
INGREDION INC COM
New
Shares550
Event2026-03-31
Filed2026-04-30
SLB
SLB LIMITED COM STK
New
Shares1.2K
Event2026-03-31
Filed2026-04-30
WCC
WESCO INTL INC COM
New
Shares223
Event2026-03-31
Filed2026-04-30
SNA
SNAP ON INC COM
New
Shares166
Event2026-03-31
Filed2026-04-30
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
0.37%
Shares270
Event2026-03-31
Filed2026-04-30
MMM
3M CO COM
0.00%
Shares404
Event2026-03-31
Filed2026-04-30
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
1.28%
Shares634
Event2026-03-31
Filed2026-04-30
PH
PARKER-HANNIFIN CORP COM
712.50%
Shares65
Event2026-03-31
Filed2026-04-30
SCHW
SCHWAB CHARLES CORP COM
44.60%
Shares616
Event2026-03-31
Filed2026-04-30
RGA
REINSURANCE GROUP AMER INC COM NEW
New
Shares281
Event2026-03-31
Filed2026-04-30
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
0.00%
Shares477
Event2026-03-31
Filed2026-04-30
AMP
AMERIPRISE FINL INC COM
3050.00%
Shares126
Event2026-03-31
Filed2026-04-30
COP
CONOCOPHILLIPS COM
54.21%
Shares421
Event2026-03-31
Filed2026-04-30
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
0.00%
Shares673
Event2026-03-31
Filed2026-04-30
WBS
WEBSTER FINL CORP COM
New
Shares799
Event2026-03-31
Filed2026-04-30
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
0.00%
Shares378
Event2026-03-31
Filed2026-04-30
BWA
BORGWARNER INC COM
New
Shares1.0K
Event2026-03-31
Filed2026-04-30
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
0.26%
Shares381
Event2026-03-31
Filed2026-04-30
CNP
CENTERPOINT ENERGY INC COM
New
Shares1.3K
Event2026-03-31
Filed2026-04-30
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-1.14%
Shares174
Event2026-03-31
Filed2026-04-30
BLACKROCK INC COM
BLACKROCK INC COM
0.00%
Shares56
Event2026-03-31
Filed2026-04-30
PLTR
PALANTIR TECHNOLOGIES INC CL A
-11.99%
Shares367
Event2026-03-31
Filed2026-04-30
DOV
DOVER CORP COM
New
Shares253
Event2026-03-31
Filed2026-04-30
DIS
DISNEY WALT CO COM
58.31%
Shares543
Event2026-03-31
Filed2026-04-30
WFC
WELLS FARGO & CO COM
85.55%
Shares655
Event2026-03-31
Filed2026-04-30
ISCV
ISHARES MORNINGSTAR SMALL CAP VALUE ETF
0.00%
Shares727
Event2026-03-31
Filed2026-04-30
MCHP
MICROCHIP TECHNOLOGY INC. COM
New
Shares776
Event2026-03-31
Filed2026-04-30
VIAV
VIAVI SOLUTIONS INC COM
New
Shares1.5K
Event2026-03-31
Filed2026-04-30
JPLD
JPMORGAN LIMITED DURATION BOND ETF
0.00%
Shares951
Event2026-03-31
Filed2026-04-30
AIG
AMERICAN INTL GROUP INC COM NEW
New
Shares658
Event2026-03-31
Filed2026-04-30
IWR
ISHARES RUSSELL MIDCAP ETF
0.00%
Shares509
Event2026-03-31
Filed2026-04-30
VLO
VALERO ENERGY CORP COM
1076.47%
Shares200
Event2026-03-31
Filed2026-04-30
EVR
EVERCORE INC CLASS A
New
Shares165
Event2026-03-31
Filed2026-04-30
TRV
TRAVELERS COMPANIES INC COM
18.57%
Shares166
Event2026-03-31
Filed2026-04-30
FE
FIRSTENERGY CORP COM
0.85%
Shares954
Event2026-03-31
Filed2026-04-30
PR
PERMIAN RESOURCES CORP CLASS A COM
New
Shares2.3K
Event2026-03-31
Filed2026-04-30
DAR
DARLING INGREDIENTS INC COM
New
Shares766
Event2026-03-31
Filed2026-04-30
PEP
PEPSICO INC COM
10.55%
Shares304
Event2026-03-31
Filed2026-04-30
AKAM
AKAMAI TECHNOLOGIES INC COM
New
Shares409
Event2026-03-31
Filed2026-04-30
AEP
AMERICAN ELEC PWR CO INC COM
11.95%
Shares356
Event2026-03-31
Filed2026-04-30
PKG
PACKAGING CORP AMER COM
2300.00%
Shares216
Event2026-03-31
Filed2026-04-30
PFE
PFIZER INC COM
71.87%
Shares1.6K
Event2026-03-31
Filed2026-04-30
ADC
AGREE RLTY CORP COM
New
Shares606
Event2026-03-31
Filed2026-04-30
BE
BLOOM ENERGY CORP COM CL A
28.96%
Shares334
Event2026-03-31
Filed2026-04-30
LDOS
LEIDOS HOLDINGS INC COM
5620.00%
Shares286
Event2026-03-31
Filed2026-04-30
MO
ALTRIA GROUP INC COM
93.37%
Shares671
Event2026-03-31
Filed2026-04-30
KLAC
KLA CORP COM NEW
-6.25%
Shares30
Event2026-03-31
Filed2026-04-30
AER
AERCAP HOLDINGS NV SHS
New
Shares321
Event2026-03-31
Filed2026-04-30
NSC
NORFOLK SOUTHN CORP COM
0.00%
Shares150
Event2026-03-31
Filed2026-04-30
VVV
VALVOLINE INC COM
New
Shares1.3K
Event2026-03-31
Filed2026-04-30
WEC ENERGY GROUP INC COM
WEC ENERGY GROUP INC COM
2029.41%
Shares362
Event2026-03-31
Filed2026-04-30
DTE
DTE ENERGY CO COM
3462.50%
Shares285
Event2026-03-31
Filed2026-04-30
TDY
TELEDYNE TECHNOLOGIES INC COM
0.00%
Shares68
Event2026-03-31
Filed2026-04-30
EVRG
EVERGY INC COM
New
Shares493
Event2026-03-31
Filed2026-04-30
MPC
MARATHON PETE CORP COM
New
Shares164
Event2026-03-31
Filed2026-04-30
VTRS
VIATRIS INC COM
119.14%
Shares3.0K
Event2026-03-31
Filed2026-04-30
PWR
QUANTA SVCS INC COM
22.03%
Shares72
Event2026-03-31
Filed2026-04-30
XEL
XCEL ENERGY INC COM
New
Shares495
Event2026-03-31
Filed2026-04-30
M
MACYS INC COM
0.84%
Shares2.2K
Event2026-03-31
Filed2026-04-30
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
1.59%
Shares64
Event2026-03-31
Filed2026-04-30
CRH PLC ORD
CRH PLC ORD
New
Shares360
Event2026-03-31
Filed2026-04-30
GILD
GILEAD SCIENCES INC COM
632.43%
Shares271
Event2026-03-31
Filed2026-04-30
BROS
DUTCH BROS INC CL A
0.00%
Shares741
Event2026-03-31
Filed2026-04-30
HXL
HEXCEL CORP NEW COM
New
Shares463
Event2026-03-31
Filed2026-04-30
WCN
WASTE CONNECTIONS INC COM
0.00%
Shares228
Event2026-03-31
Filed2026-04-30
HAS
HASBRO INC COM
New
Shares395
Event2026-03-31
Filed2026-04-30
HIG
HARTFORD INSURANCE GROUP INC COM
1411.11%
Shares272
Event2026-03-31
Filed2026-04-30
CAT
CATERPILLAR INC COM
82.14%
Shares51
Event2026-03-31
Filed2026-04-30
PTC
PTC INC COM
New
Shares255
Event2026-03-31
Filed2026-04-30
SNDK
SANDISK CORP COM
2750.00%
Shares57
Event2026-03-31
Filed2026-04-30
TJX
TJX COS INC NEW COM
47.71%
Shares226
Event2026-03-31
Filed2026-04-30
EFG
ISHARES MSCI EAFE GROWTH ETF
0.00%
Shares322
Event2026-03-31
Filed2026-04-30
LH
LABCORP HOLDINGS INC COM SHS
786.67%
Shares133
Event2026-03-31
Filed2026-04-30
ORCL
ORACLE CORP COM
48.77%
Shares241
Event2026-03-31
Filed2026-04-30
HST
HOST HOTELS & RESORTS INC COM
New
Shares1.8K
Event2026-03-31
Filed2026-04-30
EFV
ISHARES MSCI EAFE VALUE ETF
0.00%
Shares466
Event2026-03-31
Filed2026-04-30
CMCSA
COMCAST CORP NEW CL A
48.20%
Shares1.2K
Event2026-03-31
Filed2026-04-30
F
FORD MTR CO COM
58.06%
Shares2.9K
Event2026-03-31
Filed2026-04-30
FDX
FEDEX CORP COM
77.36%
Shares94
Event2026-03-31
Filed2026-04-30
TMO
THERMO FISHER SCIENTIFIC INC COM
39.58%
Shares67
Event2026-03-31
Filed2026-04-30
TXN
TEXAS INSTRS INC COM
24.09%
Shares170
Event2026-03-31
Filed2026-04-30
CITIGROUP INC COM NEW
CITIGROUP INC COM NEW
138.52%
Shares291
Event2026-03-31
Filed2026-04-30
STZ
CONSTELLATION BRANDS INC CL A
New
Shares220
Event2026-03-31
Filed2026-04-30
STRL
STERLING INFRASTRUCTURE INC COM
8000.00%
Shares81
Event2026-03-31
Filed2026-04-30
KR
KROGER CO COM
New
Shares455
Event2026-03-31
Filed2026-04-30
VNQ
VANGUARD REAL ESTATE ETF
1.09%
Shares370
Event2026-03-31
Filed2026-04-30
HCA
HCA HEALTHCARE INC COM
New
Shares69
Event2026-03-31
Filed2026-04-30
ARMK
ARAMARK COM
New
Shares796
Event2026-03-31
Filed2026-04-30
ENSG
ENSIGN GROUP INC COM
New
Shares160
Event2026-03-31
Filed2026-04-30
DHR
DANAHER CORP DEL COM
33.33%
Shares168
Event2026-03-31
Filed2026-04-30
CVS
CVS HEALTH CORP COM
17.52%
Shares436
Event2026-03-31
Filed2026-04-30
TSN
TYSON FOODS INC CL A
293.55%
Shares488
Event2026-03-31
Filed2026-04-30
PM
PHILIP MORRIS INTL INC COM
60.17%
Shares189
Event2026-03-31
Filed2026-04-30
PAYX
PAYCHEX INC COM
1.20%
Shares338
Event2026-03-31
Filed2026-04-30
STLD
STEEL DYNAMICS INC COM
New
Shares173
Event2026-03-31
Filed2026-04-30
AVA
AVISTA CORP COM
0.00%
Shares769
Event2026-03-31
Filed2026-04-30
COLB
COLUMBIA BKG SYS INC COM
571.69%
Shares1.1K
Event2026-03-31
Filed2026-04-30
AXTA
AXALTA COATING SYS LTD COM
New
Shares1.1K
Event2026-03-31
Filed2026-04-30
CB
CHUBB LTD SWITZ COM
-1.09%
Shares91
Event2026-03-31
Filed2026-04-30
SILA
SILA REALTY TRUST INC COMMON STOCK
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-30
THE CIGNA GROUP COM
THE CIGNA GROUP COM
161.90%
Shares110
Event2026-03-31
Filed2026-04-30
COIN
COINBASE GLOBAL INC COM CL A
-5.65%
Shares167
Event2026-03-31
Filed2026-04-30
TXT
TEXTRON INC COM
New
Shares331
Event2026-03-31
Filed2026-04-30
SXI
STANDEX INTL CORP COM
New
Shares113
Event2026-03-31
Filed2026-04-30
ACWX
ISHARES MSCI ACWI EX U.S. ETF
New
Shares419
Event2026-03-31
Filed2026-04-30
APA CORPORATION COM
APA CORPORATION COM
New
Shares668
Event2026-03-31
Filed2026-04-30
APH
AMPHENOL CORP CL A
38.27%
Shares224
Event2026-03-31
Filed2026-04-30
ILCB
ISHARES MORNINGSTAR U.S. EQUITY ETF
0.00%
Shares313
Event2026-03-31
Filed2026-04-30
R
RYDER SYS INC COM
522.73%
Shares137
Event2026-03-31
Filed2026-04-30
COHERENT CORP COM
COHERENT CORP COM
2240.00%
Shares117
Event2026-03-31
Filed2026-04-30
LKQ
LKQ CORP COM
New
Shares945
Event2026-03-31
Filed2026-04-30
PFGC
PERFORMANCE FOOD GROUP CO COM
New
Shares324
Event2026-03-31
Filed2026-04-30
UNH
UNITEDHEALTH GROUP INC COM
29.11%
Shares102
Event2026-03-31
Filed2026-04-30
LHX
L3HARRIS TECHNOLOGIES INC COM
1233.33%
Shares80
Event2026-03-31
Filed2026-04-30
PANW
PALO ALTO NETWORKS INC COM
-5.03%
Shares170
Event2026-03-31
Filed2026-04-30
ALSN
ALLISON TRANSMISSION HLDGS INC COM
New
Shares231
Event2026-03-31
Filed2026-04-30
A
AGILENT TECHNOLOGIES INC COM
New
Shares236
Event2026-03-31
Filed2026-04-30
CFG
CITIZENS FINL GROUP INC COM
New
Shares448
Event2026-03-31
Filed2026-04-30
MKL
MARKEL GROUP INC COM
7.69%
Shares14
Event2026-03-31
Filed2026-04-30
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
New
Shares202
Event2026-03-31
Filed2026-04-30
WTW
WILLIS TOWERS WATSON PLC LTD SHS
New
Shares92
Event2026-03-31
Filed2026-04-30
ASML
ASML HLDG NV N Y REGISTRY SHS
0.00%
Shares20
Event2026-03-31
Filed2026-04-30
MGM
MGM RESORTS INTERNATIONAL COM
29.52%
Shares702
Event2026-03-31
Filed2026-04-30
VLY
VALLEY NATL BANCORP COM
New
Shares2.1K
Event2026-03-31
Filed2026-04-30
CMI
CUMMINS INC COM
1500.00%
Shares48
Event2026-03-31
Filed2026-04-30
FANG
DIAMONDBACK ENERGY INC COM
New
Shares130
Event2026-03-31
Filed2026-04-30
ABT
ABBOTT LABORATORIES COM
0.00%
Shares250
Event2026-03-31
Filed2026-04-30
LAM RESEARCH CORP COM NEW
LAM RESEARCH CORP COM NEW
242.86%
Shares120
Event2026-03-31
Filed2026-04-30
NPO
ENPRO INC COM
New
Shares101
Event2026-03-31
Filed2026-04-30
EBAY
EBAY INC. COM
128.93%
Shares277
Event2026-03-31
Filed2026-04-30
NEM
NEWMONT CORP COM
New
Shares229
Event2026-03-31
Filed2026-04-30
PHM
PULTE GROUP INC COM
1650.00%
Shares210
Event2026-03-31
Filed2026-04-30
PEG
PUBLIC SVC ENTERPRISE GROUP COM
0.00%
Shares300
Event2026-03-31
Filed2026-04-30
VPU
VANGUARD UTILITIES ETF
0.00%
Shares122
Event2026-03-31
Filed2026-04-30
VRTX
VERTEX PHARMACEUTICALS INC COM
42.11%
Shares54
Event2026-03-31
Filed2026-04-30
CACI
CACI INTL INC CL A
New
Shares44
Event2026-03-31
Filed2026-04-30
NVMI
NOVA LTD COM
New
Shares54
Event2026-03-31
Filed2026-04-30
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
New
Shares270
Event2026-03-31
Filed2026-04-30
VSEC
VSE CORP COM
New
Shares126
Event2026-03-31
Filed2026-04-30
NBHC
NATIONAL BK HLDGS CORP CL A
1644.12%
Shares593
Event2026-03-31
Filed2026-04-30
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
0.25%
Shares398
Event2026-03-31
Filed2026-04-30
BALL
BALL CORP COM
New
Shares391
Event2026-03-31
Filed2026-04-30
IVE
ISHARES S&P 500 VALUE ETF
-71.16%
Shares109
Event2026-03-31
Filed2026-04-30
RBC
RBC BEARINGS INC COM
New
Shares42
Event2026-03-31
Filed2026-04-30
GFI
GOLD FIELDS LTD SPONSORED ADR
0.00%
Shares500
Event2026-03-31
Filed2026-04-30
SEB
SEABOARD CORP DEL COM
0.00%
Shares4
Event2026-03-31
Filed2026-04-30
URI
UNITED RENTALS INC COM
3000.00%
Shares31
Event2026-03-31
Filed2026-04-30
FIBK
FIRST INTST BANCSYSTEM INC COM
5092.31%
Shares675
Event2026-03-31
Filed2026-04-30
KO
COCA COLA CO COM
-0.67%
Shares296
Event2026-03-31
Filed2026-04-30
STWD
STARWOOD PPTY TR INC COM
New
Shares1.3K
Event2026-03-31
Filed2026-04-30
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
496.30%
Shares322
Event2026-03-31
Filed2026-04-30
INDB
INDEPENDENT BK CORP MASS COM
New
Shares298
Event2026-03-31
Filed2026-04-30
GENERAL DYNAMICS CORP COM
GENERAL DYNAMICS CORP COM
41.30%
Shares65
Event2026-03-31
Filed2026-04-30
MUSA
MURPHY USA INC COM
New
Shares45
Event2026-03-31
Filed2026-04-30
BMY
BRISTOL-MYERS SQUIBB CO COM
495.08%
Shares363
Event2026-03-31
Filed2026-04-30
BUNGE GLOBAL SA COM SHS
BUNGE GLOBAL SA COM SHS
43.33%
Shares172
Event2026-03-31
Filed2026-04-30
JAZZ
JAZZ PHARMACEUTICALS PLC SHS USD
New
Shares115
Event2026-03-31
Filed2026-04-30
ALLY
ALLY FINL INC COM
New
Shares554
Event2026-03-31
Filed2026-04-30
MS
MORGAN STANLEY COM NEW
-86.61%
Shares130
Event2026-03-31
Filed2026-04-30
CR
CRANE COMPANY COMMON STOCK
New
Shares124
Event2026-03-31
Filed2026-04-30
CEG
CONSTELLATION ENERGY CORP COM
0.00%
Shares76
Event2026-03-31
Filed2026-04-30
BITO
PROSHARES BITCOIN ETF
48.59%
Shares2.3K
Event2026-03-31
Filed2026-04-30
NVST
ENVISTA HOLDINGS CORPORATION COM
New
Shares831
Event2026-03-31
Filed2026-04-30
ADI
ANALOG DEVICES INC COM
135.71%
Shares66
Event2026-03-31
Filed2026-04-30
MA
MASTERCARD INCORPORATED CL A
320.00%
Shares42
Event2026-03-31
Filed2026-04-30
AGX
ARGAN INC COM
New
Shares38
Event2026-03-31
Filed2026-04-30
G
GENPACT LIMITED SHS
New
Shares554
Event2026-03-31
Filed2026-04-30
FITB
FIFTH THIRD BANCORP COM
New
Shares443
Event2026-03-31
Filed2026-04-30
WTFC
WINTRUST FINL CORP COM
2366.67%
Shares148
Event2026-03-31
Filed2026-04-30
STT
STATE STR CORP COM
New
Shares162
Event2026-03-31
Filed2026-04-30
ADM
ARCHER DANIELS MIDLAND CO COM
86.67%
Shares280
Event2026-03-31
Filed2026-04-30
HURN
HURON CONSULTING GROUP INC COM
New
Shares158
Event2026-03-31
Filed2026-04-30
EXP
EAGLE MATLS INC COM
New
Shares106
Event2026-03-31
Filed2026-04-30
CARR
CARRIER GLOBAL CORPORATION COM
0.00%
Shares356
Event2026-03-31
Filed2026-04-30
OC
OWENS CORNING NEW COM
131.25%
Shares185
Event2026-03-31
Filed2026-04-30
ITT INC COM
ITT INC COM
New
Shares105
Event2026-03-31
Filed2026-04-30
XPRO
EXPRO GROUP HOLDINGS NV COM
New
Shares1.1K
Event2026-03-31
Filed2026-04-30
PIPER SANDLER COMPANIES COM NEW
PIPER SANDLER COMPANIES COM NEW
New
Shares256
Event2026-03-31
Filed2026-04-30
ANGLOGOLD ASHANTI PLC COM SHS
ANGLOGOLD ASHANTI PLC COM SHS
0.00%
Shares200
Event2026-03-31
Filed2026-04-30
GS
GOLDMAN SACHS GROUP INC COM
228.57%
Shares23
Event2026-03-31
Filed2026-04-30
GNTX
GENTEX CORP COM
New
Shares890
Event2026-03-31
Filed2026-04-30
INSM
INSMED INC COM PAR $.01
New
Shares118
Event2026-03-31
Filed2026-04-30
IDA
IDACORP INC COM
New
Shares134
Event2026-03-31
Filed2026-04-30
LW
LAMB WESTON HLDGS INC COM
New
Shares450
Event2026-03-31
Filed2026-04-30
MU
MICRON TECHNOLOGY INC COM
24.44%
Shares56
Event2026-03-31
Filed2026-04-30
VDC
VANGUARD CONSUMER STAPLES ETF
0.00%
Shares84
Event2026-03-31
Filed2026-04-30
WBD
WARNER BROS DISCOVERY INC COM SER A
234.63%
Shares686
Event2026-03-31
Filed2026-04-30
FCFS
FIRSTCASH HOLDINGS INC COM
New
Shares100
Event2026-03-31
Filed2026-04-30
HON
HONEYWELL INTL INC COM
-1.19%
Shares83
Event2026-03-31
Filed2026-04-30
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
3.08%
Shares368
Event2026-03-31
Filed2026-04-30
UNM
UNUM GROUP COM
New
Shares255
Event2026-03-31
Filed2026-04-30
CRM
SALESFORCE INC COM
-18.70%
Shares100
Event2026-03-31
Filed2026-04-30
NMRK
NEWMARK GROUP INC CL A
New
Shares1.2K
Event2026-03-31
Filed2026-04-30
SHW
SHERWIN WILLIAMS CO COM
-8.06%
Shares57
Event2026-03-31
Filed2026-04-30
DVN
DEVON ENERGY CORP NEW COM
285.11%
Shares362
Event2026-03-31
Filed2026-04-30
DE
DEERE & CO COM
0.00%
Shares32
Event2026-03-31
Filed2026-04-30
ES
EVERSOURCE ENERGY COM
0.00%
Shares262
Event2026-03-31
Filed2026-04-30
DFIN
DONNELLEY FINL SOLUTIONS INC COM
0.00%
Shares385
Event2026-03-31
Filed2026-04-30
AXP
AMERICAN EXPRESS CO COM
215.79%
Shares60
Event2026-03-31
Filed2026-04-30
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
0.00%
Shares90
Event2026-03-31
Filed2026-04-30
BDX
BECTON DICKINSON & CO COM
0.00%
Shares115
Event2026-03-31
Filed2026-04-30
MAA
MID-AMER APT CMNTYS INC COM
2366.67%
Shares148
Event2026-03-31
Filed2026-04-30
ZBH
ZIMMER BIOMET HOLDINGS INC COM
New
Shares199
Event2026-03-31
Filed2026-04-30
IP
INTERNATIONAL PAPER CO COM
34.49%
Shares503
Event2026-03-31
Filed2026-04-30
CRWD
CROWDSTRIKE HLDGS INC CL A
-2.13%
Shares46
Event2026-03-31
Filed2026-04-30
PBH
PRESTIGE CONSMR HEALTHCARE INC COM
New
Shares301
Event2026-03-31
Filed2026-04-30
FN
FABRINET SHS
1033.33%
Shares34
Event2026-03-31
Filed2026-04-30
SOLV
SOLVENTUM CORP COM SHS
13.03%
Shares269
Event2026-03-31
Filed2026-04-30
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
24.53%
Shares132
Event2026-03-31
Filed2026-04-30
NVTS
NAVITAS SEMICONDUCTOR CORP COM
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-30
KBE
STATE STREET SPDR S&P BANK ETF
-16.81%
Shares292
Event2026-03-31
Filed2026-04-30
SOUTHSTATE BK CORP COM
SOUTHSTATE BK CORP COM
New
Shares187
Event2026-03-31
Filed2026-04-30
PSX
PHILLIPS 66 COM
123.81%
Shares94
Event2026-03-31
Filed2026-04-30
AEIS
ADVANCED ENERGY INDS COM
1666.67%
Shares53
Event2026-03-31
Filed2026-04-30
GM
GENERAL MTRS CO COM
22800.00%
Shares229
Event2026-03-31
Filed2026-04-30
LNC
LINCOLN NATL CORP IND COM
New
Shares479
Event2026-03-31
Filed2026-04-30
REGN
REGENERON PHARMACEUTICALS COM
New
Shares22
Event2026-03-31
Filed2026-04-30
IBP
INSTALLED BLDG PRODS INC COM
6300.00%
Shares64
Event2026-03-31
Filed2026-04-30
SM
SM ENERGY COMPANY COM
3486.67%
Shares538
Event2026-03-31
Filed2026-04-30
IONS
IONIS PHARMACEUTICALS INC COM
New
Shares223
Event2026-03-31
Filed2026-04-30
TECK
TECK RESOURCES LTD CL B
0.00%
Shares322
Event2026-03-31
Filed2026-04-30
ATMU
ATMUS FILTRATION TECHNOLOGIES COM
New
Shares293
Event2026-03-31
Filed2026-04-30
LFUS
LITTELFUSE INC COM
New
Shares49
Event2026-03-31
Filed2026-04-30
QCOM
QUALCOMM INC COM
230.77%
Shares129
Event2026-03-31
Filed2026-04-30
SPXC
SPX TECHNOLOGIES INC COM
New
Shares83
Event2026-03-31
Filed2026-04-30
MCK
MCKESSON CORP COM
-9.52%
Shares19
Event2026-03-31
Filed2026-04-30
ESS
ESSEX PPTY TR INC COM
New
Shares67
Event2026-03-31
Filed2026-04-30
LASR
NLIGHT INC COM
0.00%
Shares282
Event2026-03-31
Filed2026-04-30
SMTC
SEMTECH CORP COM
1000.00%
Shares209
Event2026-03-31
Filed2026-04-30
WHD
CACTUS INC CL A
33700.00%
Shares338
Event2026-03-31
Filed2026-04-30
EFAX
STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF
0.00%
Shares320
Event2026-03-31
Filed2026-04-30
NXT
NEXTPOWER INC CLASS A COM
New
Shares131
Event2026-03-31
Filed2026-04-30
NEE
NEXTERA ENERGY INC COM
-0.58%
Shares170
Event2026-03-31
Filed2026-04-30
POR
PORTLAND GEN ELEC CO COM NEW
New
Shares297
Event2026-03-31
Filed2026-04-30
GH
GUARDANT HEALTH INC COM
New
Shares169
Event2026-03-31
Filed2026-04-30
SYK
STRYKER CORPORATION COM
487.50%
Shares47
Event2026-03-31
Filed2026-04-30
DOW
DOW HLDGS INC COM
6.63%
Shares370
Event2026-03-31
Filed2026-04-30
PHIN
PHINIA INC COMMON STOCK
22400.00%
Shares225
Event2026-03-31
Filed2026-04-30
KMPR
KEMPER CORP COM
0.00%
Shares500
Event2026-03-31
Filed2026-04-30
SLAB
SILICON LABORATORIES INC COM
New
Shares73
Event2026-03-31
Filed2026-04-30
EG
EVEREST GROUP LTD COM
New
Shares46
Event2026-03-31
Filed2026-04-30
FBK
FB FINL CORP COM
New
Shares289
Event2026-03-31
Filed2026-04-30
UVSP
UNIVEST FINANCIAL CORPORATION COM
New
Shares434
Event2026-03-31
Filed2026-04-30
GTES
GATES INDL CORP PLC ORD SHS
New
Shares653
Event2026-03-31
Filed2026-04-30
UPS
UNITED PARCEL SVCS INC CL B
7.97%
Shares149
Event2026-03-31
Filed2026-04-30
GNRC
GENERAC HLDGS INC COM
111.43%
Shares74
Event2026-03-31
Filed2026-04-30
AIR
AAR CORP COM
New
Shares132
Event2026-03-31
Filed2026-04-30
VIG
VANGUARD DIVIDEND APPRECIATION ETF
0.00%
Shares67
Event2026-03-31
Filed2026-04-30
EPAM
EPAM SYS INC COM
5200.00%
Shares106
Event2026-03-31
Filed2026-04-30
TFC
TRUIST FINL CORP COM
48.57%
Shares312
Event2026-03-31
Filed2026-04-30
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
-57.14%
Shares600
Event2026-03-31
Filed2026-04-30
IGM
ISHARES EXPANDED TECH SECTOR ETF
0.00%
Shares120
Event2026-03-31
Filed2026-04-30
MTG
MGIC INVT CORP WIS COM
New
Shares539
Event2026-03-31
Filed2026-04-30
FTI
TECHNIPFMC PLC COM
New
Shares204
Event2026-03-31
Filed2026-04-30
LSCC
LATTICE SEMICONDUCTOR CORP COM
0.00%
Shares150
Event2026-03-31
Filed2026-04-30
EMN
EASTMAN CHEM CO COM
89.58%
Shares182
Event2026-03-31
Filed2026-04-30
ISRG
INTUITIVE SURGICAL INC COM NEW
-9.09%
Shares30
Event2026-03-31
Filed2026-04-30
MET
METLIFE INC COM
781.82%
Shares194
Event2026-03-31
Filed2026-04-30
VMI
VALMONT INDS INC COM
New
Shares34
Event2026-03-31
Filed2026-04-30
SHOO
MADDEN STEVEN LTD COM
51.33%
Shares398
Event2026-03-31
Filed2026-04-30
NRG
NRG ENERGY INC COM NEW
-10.68%
Shares92
Event2026-03-31
Filed2026-04-30
ET
ENERGY TRANSFER L P COM UT LTD PTN
10.16%
Shares694
Event2026-03-31
Filed2026-04-30
OTIS
OTIS WORLDWIDE CORP COM
0.58%
Shares174
Event2026-03-31
Filed2026-04-30
DELL
DELL TECHNOLOGIES INC CL C
New
Shares81
Event2026-03-31
Filed2026-04-30
EME
EMCOR GROUP INC COM
260.00%
Shares18
Event2026-03-31
Filed2026-04-30
MTZ
MASTEC INC COM
New
Shares41
Event2026-03-31
Filed2026-04-30
NVS
NOVARTIS AG SPONSORED ADR
-38.13%
Shares86
Event2026-03-31
Filed2026-04-30
CHIMERA INVT CORP COM SHS
CHIMERA INVT CORP COM SHS
New
Shares1.0K
Event2026-03-31
Filed2026-04-30
UTHR
UNITED THERAPEUTICS CORP DEL COM
New
Shares22
Event2026-03-31
Filed2026-04-30
MORN
MORNINGSTAR INC COM
0.00%
Shares77
Event2026-03-31
Filed2026-04-30
CDP
COPT DEFENSE PROPERTIES SHS BEN INT
New
Shares422
Event2026-03-31
Filed2026-04-30
EYPT
EYEPOINT INC COM NEW
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-30
VOYA
VOYA FINANCIAL INC COM
New
Shares187
Event2026-03-31
Filed2026-04-30
PLXS
PLEXUS CORP COM
New
Shares63
Event2026-03-31
Filed2026-04-30
ZION
ZIONS BANCORPORATION NATL ASSN COM
New
Shares221
Event2026-03-31
Filed2026-04-30
XAR
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
0.00%
Shares50
Event2026-03-31
Filed2026-04-30
CTAS
CINTAS CORP COM
400.00%
Shares75
Event2026-03-31
Filed2026-04-30
NFG
NATIONAL FUEL GAS CO COM
New
Shares135
Event2026-03-31
Filed2026-04-30
BKNG
BOOKING HOLDINGS INC COM
200.00%
Shares3
Event2026-03-31
Filed2026-04-30
MC
MOELIS & CO CL A
New
Shares220
Event2026-03-31
Filed2026-04-30
PNC
PNC FINL SVCS GROUP INC COM
114.29%
Shares60
Event2026-03-31
Filed2026-04-30
THG
HANOVER INS GROUP INC COM
New
Shares72
Event2026-03-31
Filed2026-04-30
WCBR
WISDOMTREE CYBERSECURITY FUND
0.00%
Shares500
Event2026-03-31
Filed2026-04-30
EXLS
EXLSERVICE HLDGS INC COM
1033.33%
Shares408
Event2026-03-31
Filed2026-04-30
CAH
CARDINAL HEALTH INC COM
480.00%
Shares58
Event2026-03-31
Filed2026-04-30
MEDTRONIC PLC SHS
MEDTRONIC PLC SHS
-0.70%
Shares141
Event2026-03-31
Filed2026-04-30
EXC
EXELON CORP COM
4.62%
Shares249
Event2026-03-31
Filed2026-04-30
MPWR
MONOLITHIC PWR SYS INC COM
New
Shares11
Event2026-03-31
Filed2026-04-30
AMD
ADVANCED MICRO DEVICES INC COM
490.00%
Shares59
Event2026-03-31
Filed2026-04-30
CWST
CASELLA WASTE SYS INC CL A
New
Shares151
Event2026-03-31
Filed2026-04-30
AMGN
AMGEN INC COM
750.00%
Shares34
Event2026-03-31
Filed2026-04-30
OSIS
OSI SYSTEMS INC COM
4400.00%
Shares45
Event2026-03-31
Filed2026-04-30
CDNS
CADENCE DESIGN SYSTEM INC COM
760.00%
Shares43
Event2026-03-31
Filed2026-04-30
HE
HAWAIIAN ELEC INDS INC MTN BE COM
705.00%
Shares805
Event2026-03-31
Filed2026-04-30
MIR
MIRION TECHNOLOGIES INC COM CL A
802.82%
Shares641
Event2026-03-31
Filed2026-04-30
PTGX
PROTAGONIST THERAPEUTICS INC COM
New
Shares113
Event2026-03-31
Filed2026-04-30
TER
TERADYNE INC COM
New
Shares40
Event2026-03-31
Filed2026-04-30
IYW
ISHARES U.S. TECHNOLOGY ETF
0.00%
Shares65
Event2026-03-31
Filed2026-04-30
IDCC
INTERDIGITAL INC COM
New
Shares39
Event2026-03-31
Filed2026-04-30
SLV
ISHARES SILVER TRUST
0.00%
Shares170
Event2026-03-31
Filed2026-04-30
OEF
ISHARES S&P 100 ETF
0.00%
Shares36
Event2026-03-31
Filed2026-04-30
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
0.00%
Shares34
Event2026-03-31
Filed2026-04-30
SYF
SYNCHRONY FINANCIAL COM
New
Shares167
Event2026-03-31
Filed2026-04-30
AGCO
AGCO CORP COM
790.91%
Shares98
Event2026-03-31
Filed2026-04-30
ONB
OLD NATL BANCORP IND COM
New
Shares510
Event2026-03-31
Filed2026-04-30
BDC
BELDEN INC COM
New
Shares98
Event2026-03-31
Filed2026-04-30
SCHA
SCHWAB U.S. SMALL-CAP ETF
0.00%
Shares384
Event2026-03-31
Filed2026-04-30
QSR
RESTAURANT BRANDS INTL INC COM
57.29%
Shares151
Event2026-03-31
Filed2026-04-30
AXSM
AXSOME THERAPEUTICS INC. COM
New
Shares66
Event2026-03-31
Filed2026-04-30
NOW
SERVICENOW INC COM
-3.64%
Shares106
Event2026-03-31
Filed2026-04-30
MRCY
MERCURY SYS INC COM
New
Shares152
Event2026-03-31
Filed2026-04-30
BBIO
BRIDGEBIO PHARMA INC COM
New
Shares149
Event2026-03-31
Filed2026-04-30
PBF
PBF ENERGY INC CL A
New
Shares232
Event2026-03-31
Filed2026-04-30
GTX
GARRETT MOTION INC COM
New
Shares608
Event2026-03-31
Filed2026-04-30
GLW
CORNING INC COM
710.00%
Shares81
Event2026-03-31
Filed2026-04-30
ELAN
ELANCO ANIMAL HEALTH INC COM
New
Shares460
Event2026-03-31
Filed2026-04-30
UAL
UNITED AIRLS HLDGS INC COM
108.77%
Shares119
Event2026-03-31
Filed2026-04-30
LYB
LYONDELLBASELL INDUSTRIES NV SHS - A -
New
Shares136
Event2026-03-31
Filed2026-04-30
SFM
SPROUTS FMRS MKT INC COM
New
Shares142
Event2026-03-31
Filed2026-04-30
NOC
NORTHROP GRUMMAN CORP COM
166.67%
Shares16
Event2026-03-31
Filed2026-04-30
ICHR
ICHOR HOLDINGS SHS
296.61%
Shares234
Event2026-03-31
Filed2026-04-30
LMT
LOCKHEED MARTIN CORP COM
200.00%
Shares18
Event2026-03-31
Filed2026-04-30
HPE
HEWLETT PACKARD ENTERPRISE CO COM
4440.00%
Shares454
Event2026-03-31
Filed2026-04-30
ALLE
ALLEGION PLC ORD SHS
New
Shares74
Event2026-03-31
Filed2026-04-30
JCI
JOHNSON CTLS INTL PLC SHS
0.00%
Shares81
Event2026-03-31
Filed2026-04-30
WSM
WILLIAMS SONOMA INC COM
New
Shares58
Event2026-03-31
Filed2026-04-30
BLOK
AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
0.00%
Shares212
Event2026-03-31
Filed2026-04-30
VICI
VICI PPTYS INC COM
0.00%
Shares384
Event2026-03-31
Filed2026-04-30
EQT CORP COM
EQT CORP COM
New
Shares164
Event2026-03-31
Filed2026-04-30
CBT
CABOT CORP COM
New
Shares137
Event2026-03-31
Filed2026-04-30
TKO
TKO GROUP HOLDINGS INC CL A
New
Shares51
Event2026-03-31
Filed2026-04-30
UI
UBIQUITI INC COM
New
Shares13
Event2026-03-31
Filed2026-04-30
ASB
ASSOCIATED BANC-CORP COM
New
Shares395
Event2026-03-31
Filed2026-04-30
SHOP
SHOPIFY INC CL A SUB VTG SHS
0.00%
Shares86
Event2026-03-31
Filed2026-04-30
BARRICK MNG CORP COM SHS
BARRICK MNG CORP COM SHS
0.00%
Shares250
Event2026-03-31
Filed2026-04-30
NVRI
ENVIRI CORP COM
1567.74%
Shares517
Event2026-03-31
Filed2026-04-30
DTM
DT MIDSTREAM INC COMMON STOCK
New
Shares75
Event2026-03-31
Filed2026-04-30
COHU
COHU INC COM
680.95%
Shares328
Event2026-03-31
Filed2026-04-30
UBER
UBER TECHNOLOGIES INC COM
-6.71%
Shares139
Event2026-03-31
Filed2026-04-30
CCL
CARNIVAL CORP COMMON STOCK
New
Shares385
Event2026-03-31
Filed2026-04-30
ACCENTURE PLC IRELAND SHS CLASS A
ACCENTURE PLC IRELAND SHS CLASS A
163.16%
Shares50
Event2026-03-31
Filed2026-04-30
CORPAY INC COM SHS
CORPAY INC COM SHS
New
Shares34
Event2026-03-31
Filed2026-04-30
RMBS
RAMBUS INC DEL COM
New
Shares115
Event2026-03-31
Filed2026-04-30
USAR
USA RARE EARTH INC COM
62.50%
Shares650
Event2026-03-31
Filed2026-04-30
DUKE ENERGY CORP NEW COM NEW
DUKE ENERGY CORP NEW COM NEW
0.00%
Shares75
Event2026-03-31
Filed2026-04-30
CE
CELANESE CORP DEL COM
630.00%
Shares146
Event2026-03-31
Filed2026-04-30
CGNX
COGNEX CORP COM
0.00%
Shares195
Event2026-03-31
Filed2026-04-30
ROG
ROGERS CORP COM
2866.67%
Shares89
Event2026-03-31
Filed2026-04-30
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
0.00%
Shares121
Event2026-03-31
Filed2026-04-30
FFIN
FIRST FINL BANKSHARES INC COM
New
Shares323
Event2026-03-31
Filed2026-04-30
SUPN
SUPERNUS PHARMACEUTICALS COM
New
Shares183
Event2026-03-31
Filed2026-04-30
HCC
WARRIOR MET COAL INC COM
3233.33%
Shares100
Event2026-03-31
Filed2026-04-30
EXK
ENDEAVOUR SILVER CORP COM
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-30
EATON CORP PLC SHS
EATON CORP PLC SHS
New
Shares26
Event2026-03-31
Filed2026-04-30
SPEU
STATE STREET SPDR PORTFOLIO EUROPE ETF
0.00%
Shares181
Event2026-03-31
Filed2026-04-30
TDG
TRANSDIGM GROUP INC COM
700.00%
Shares8
Event2026-03-31
Filed2026-04-30
HUN
HUNTSMAN CORP COM
New
Shares695
Event2026-03-31
Filed2026-04-30
DVA
DAVITA INC COM
New
Shares60
Event2026-03-31
Filed2026-04-30
HOG
HARLEY DAVIDSON INC COM
New
Shares456
Event2026-03-31
Filed2026-04-30
DDS
DILLARDS INC CL A
New
Shares16
Event2026-03-31
Filed2026-04-30
TOL
TOLL BROTHERS INC COM
New
Shares67
Event2026-03-31
Filed2026-04-30
INCY
INCYTE CORP COM
New
Shares97
Event2026-03-31
Filed2026-04-30
USFD
US FOODS HLDG CORP COM
New
Shares99
Event2026-03-31
Filed2026-04-30
UUUU
ENERGY FUELS INC COM NEW
0.00%
Shares500
Event2026-03-31
Filed2026-04-30
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
0.00%
Shares299
Event2026-03-31
Filed2026-04-30
CTO
CTO RLTY GROWTH INC NEW COM
New
Shares493
Event2026-03-31
Filed2026-04-30
FAF
FIRST AMERN FINL CORP COM
New
Shares151
Event2026-03-31
Filed2026-04-30
BOOT
BOOT BARN HLDGS INC COM
1966.67%
Shares62
Event2026-03-31
Filed2026-04-30
ACMR
ACM RESH INC COM CL A
0.00%
Shares230
Event2026-03-31
Filed2026-04-30
UMC
UNITED MICROELECTRONICS CORP SPON ADR NEW
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-30
CHRW
C H ROBINSON WORLDWIDE IN COM NEW
New
Shares54
Event2026-03-31
Filed2026-04-30
OWL
BLUE OWL CAPITAL INC COM CL A
New
Shares982
Event2026-03-31
Filed2026-04-30
AWI
ARMSTRONG WORLD INDS INC NEW COM
New
Shares54
Event2026-03-31
Filed2026-04-30
LEA
LEAR CORP COM NEW
New
Shares73
Event2026-03-31
Filed2026-04-30
STAG
STAG INDUSTRIAL INC COM
New
Shares244
Event2026-03-31
Filed2026-04-30
GL
GLOBE LIFE INC COM
New
Shares63
Event2026-03-31
Filed2026-04-30
WU
WESTERN UN CO COM
New
Shares1.0K
Event2026-03-31
Filed2026-04-30
MP
MP MATERIALS CORP COM CL A
87.50%
Shares180
Event2026-03-31
Filed2026-04-30

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Cedar Mountain Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo