Sponsored

The Analysis of CERTIOR FINANCIAL GROUP, LLC's Holdings & P&L

Currently, CERTIOR FINANCIAL GROUP, LLC holds 130 types of securities in its portfolio with a total value $157.0M. In the most recent quarter, they have increased their positions in BIL (+142.9K shares, valued at $13.1M), VTEB (+52.3K shares, valued at $2.6M), HYD (+27.6K shares, valued at $1.4M); decreased their positions in STIP (-16.8K shares, valued at $1.7M), VXUS (-13.9K shares, valued at $1.1M), HGER (-28.1K shares, valued at $870.2K); initiated new positions in PDBC (+57.5K shares, valued at $995.4K), SDCI (+30.0K shares, valued at $815.9K), AVUV (+7.0K shares, valued at $767.9K).

1M P&L

+4.3M+2.80%

3M P&L

-24.1M-13.29%

HY P&L

-19.6M-11.10%

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/A118.5M

79.7%

2Asset Management4.7M

3.2%

3Consumer Electronics3.4M

2.3%

Top Industries by Stock Count

1N/A62 stocks

53.9%

2Drug Manufacturers - General4 stocks

3.5%

3Asset Management4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST186.3K shares329.70%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR371.3K shares7.15%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR339.6K shares7.32%2026-03-312026-04-27

TCAF T ROWE PRICE ETF INC240.2K shares6.31%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR173.7K shares5.77%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS98.8K shares112.59%2026-03-312026-04-27

VGT VANGUARD WORLD FD5.7K shares5.71%2026-03-312026-04-27

CGDV CAPITAL GROUP DIVIDEND VALUE85.9K shares11.58%2026-03-312026-04-27

Sponsored

IVV ISHARES TR5.3K shares3.32%2026-03-312026-04-27

AAPL APPLE INC12.2K shares0.88%2026-03-312026-04-27

HYD VANECK ETF TRUST57.8K shares91.32%2026-03-312026-04-27

IEF ISHARES TR29.5K shares14.12%2026-03-312026-04-27

SUB ISHARES TR24.0K shares64.96%2026-03-312026-04-27

MUNI PIMCO ETF TR47.5K shares6.58%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS37.7K shares9.96%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F43.0K shares11.62%2026-03-312026-04-27

Sponsored

WORLD GOLD TR WORLD GOLD TR25.0K shares-26.71%2026-03-312026-04-27

GBTC GRAYSCALE BITCOIN TRUST ETF43.0K shares-1.57%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS28.1K shares1.67%2026-03-312026-04-27

HGER HARBOR ETF TRUST70.1K shares-28.59%2026-03-312026-04-27

FSCO FS CREDIT OPPORTUNITIES CORP362.6K shares25.15%2026-03-312026-04-27

BENJ HORIZON FDS33.1K shares-4.73%2026-03-312026-04-27

VXUS VANGUARD STAR FDS21.9K shares-38.75%2026-03-312026-04-27

SCHI SCHWAB STRATEGIC TR73.5K shares1.82%2026-03-312026-04-27

Sponsored

QLTY GMO ETF TRUST45.3K shares23.07%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F11.4K shares4.06%2026-03-312026-04-27

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD125.6K shares-10.34%2026-03-312026-04-27

XOM EXXON MOBIL CORP7.8K shares-2.75%2026-03-312026-04-27

MSTR STRATEGY INC10.5K shares552.05%2026-03-312026-04-27

ARCC ARES CAPITAL CORP72.3K shares33.93%2026-03-312026-04-27

STIP ISHARES TR12.0K shares-58.33%2026-03-312026-04-27

FSK FS KKR CAP CORP118.4K shares-14.20%2026-03-312026-04-27

Sponsored

CGBL CAPITAL GROUP CORE BALANCED32.1K shares40.28%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP1.8K shares-10.14%2026-03-312026-04-27

GOVT ISHARES TR43.5K shares1.04%2026-03-312026-04-27

PDBC INVESCO ACTVELY MNGD ETC FD57.5K sharesnew addition2026-03-312026-04-27

CGIC CAPITAL GROUP INTERNATIONAL29.2K shares117.53%2026-03-312026-04-27

CGUS CAPITAL GROUP CORE EQUITY ET23.5K shares0.26%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC6.2K shares0.69%2026-03-312026-04-27

PECO PHILLIPS EDISON & CO INC23.9K shares-6.42%2026-03-312026-04-27

Sponsored

VZ VERIZON COMMUNICATIONS INC17.0K shares0.56%2026-03-312026-04-27

FPAG INVESTMENT MANAGERS SER TR I23.2K shares127.88%2026-03-312026-04-27

CGCP CAPITAL GRP FIXED INCM ETF T36.8K shares2.69%2026-03-312026-04-27

SDCI USCF ETF TR30.0K sharesnew addition2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR7.0K sharesnew addition2026-03-312026-04-27

CGGO CAPITAL GROUP GBL GROWTH EQT22.7K shares3.62%2026-03-312026-04-27

MSFT MICROSOFT CORP1.9K shares-3.29%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F11.8K shares49.13%2026-03-312026-04-27

Sponsored

CBUS CIBUS INC318.2K shares17.35%2026-03-312026-04-27

HBTA HORIZON FDS23.3K shares-5.34%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS2.6K shares-0.23%2026-03-312026-04-27

CGGR CAPITAL GROUP GROWTH ETF15.2K shares-17.19%2026-03-312026-04-27

ED CONSOLIDATED EDISON INC4.9K shares0.14%2026-03-312026-04-27

GILD GILEAD SCIENCES INC3.9K shares1.05%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-2.84%2026-03-312026-04-27

ABBV ABBVIE INC2.5K shares3.64%2026-03-312026-04-27

Sponsored

ECL ECOLAB INC2.0K shares0.00%2026-03-312026-04-27

OKE ONEOK INC NEW5.7K shares4.50%2026-03-312026-04-27

NVS NOVARTIS AG3.3K shares0.63%2026-03-312026-04-27

SNA SNAP ON INC1.4K shares3.19%2026-03-312026-04-27

AMZN AMAZON COM INC2.4K shares-3.05%2026-03-312026-04-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.2K shares3.31%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares3.65%2026-03-312026-04-27

MCD MCDONALDS CORP1.5K shares4.87%2026-03-312026-04-27

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.6K shares4.74%2026-03-312026-04-27

FEGE RBB FUND TRUST10.0K sharesnew addition2026-03-312026-04-27

TXN TEXAS INSTRS INC2.3K shares3.26%2026-03-312026-04-27

CME CME GROUP INC1.5K sharesnew addition2026-03-312026-04-27

HD HOME DEPOT INC1.4K shares4.09%2026-03-312026-04-27

THOMSON REUTERS CORP THOMSON REUTERS CORP5.0K sharesnew addition2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR18.0K shares-8.93%2026-03-312026-04-27

NVDA NVIDIA CORPORATION2.5K shares-5.25%2026-03-312026-04-27

Sponsored

TSLA TESLA INC1.2K shares-10.42%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS1.9K shares1.35%2026-03-312026-04-27

WSO WATSCO INC1.1K shares5.09%2026-03-312026-04-27

BTI BRITISH AMERN TOB PLC6.9K shares2.83%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC3.3K shares-53.30%2026-03-312026-04-27

ARKB ARK 21SHARES BITCOIN ETF17.5K shares16.83%2026-03-312026-04-27

CEFS EXCHANGE LISTED FDS TR17.4K shares-4.25%2026-03-312026-04-27

XHLF BONDBLOXX ETF TRUST7.8K shares1.99%2026-03-312026-04-27

Sponsored

SPY STATE STR SPDR S&P 500 ETF T600 shares-21.57%2026-03-312026-04-27

RYLD GLOBAL X FDS26.0K shares-3.93%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR12.6K shares-6.61%2026-03-312026-04-27

QCOM QUALCOMM INC3.0K shares4.13%2026-03-312026-04-27

O REALTY INCOME CORP6.0K shares3.58%2026-03-312026-04-27

RSG REPUBLIC SVCS INC1.7K shares5.94%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON1.5K shares0.20%2026-03-312026-04-27

AWK AMERICAN WTR WKS CO INC NEW2.6K shares6.64%2026-03-312026-04-27

Sponsored

SPYI NEOS ETF TRUST7.3K sharesnew addition2026-03-312026-04-27

QYLG GLOBAL X FDS13.8K shares-3.08%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE1.3K shares0.00%2026-03-312026-04-27

DIVO AMPLIFY ETF TR7.9K sharesnew addition2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC3.9K shares4.52%2026-03-312026-04-27

ARES ARES MANAGEMENT CORPORATION3.1K shares4.31%2026-03-312026-04-27

MAA MID-AMER APT CMNTYS INC2.7K shares5.70%2026-03-312026-04-27

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET10.6K shares0.00%2026-03-312026-04-27

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.5K shares5.23%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR12.1K shares-14.47%2026-03-312026-04-27

SHEL SHELL PLC3.3K shares6.77%2026-03-312026-04-27

APRP PGIM ROCK ETF TR9.9K sharesnew addition2026-03-312026-04-27

SONY SONY GROUP CORP14.3K shares6.67%2026-03-312026-04-27

PDI PIMCO DYNAMIC INCOME FD17.2K shares-1.58%2026-03-312026-04-27

BITB BITWISE BITCOIN ETF TR8.0K shares-0.41%2026-03-312026-04-27

NATWEST GROUP PLC NATWEST GROUP PLC19.6K sharesnew addition2026-03-312026-04-27

Sponsored

GEV GE VERNOVA INC327 shares0.00%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR494 shares-2.56%2026-03-312026-04-27

HSMV FIRST TR EXCH TRADED FD III7.8K shares-5.04%2026-03-312026-04-27

MKC MCCORMICK & CO INC5.5K shares6.44%2026-03-312026-04-27

RELX RELX PLC8.3K shares8.45%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR3.1K shares12.48%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares6.67%2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F4.7K sharesnew addition2026-03-312026-04-27

Sponsored

SAP SAP SE1.5K shares7.99%2026-03-312026-04-27

IEMG ISHARES INC3.6K sharesnew addition2026-03-312026-04-27

ARKK ARK ETF TR3.6K shares-0.19%2026-03-312026-04-27

ALPHABET INC ALPHABET INC806 shares-12.30%2026-03-312026-04-27

MDYV SPDR SERIES TRUST2.7K shares-6.94%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP818 shares-0.61%2026-03-312026-04-27

IBDR ISHARES TR9.3K shares0.00%2026-03-312026-04-27

ESCA ESCALADE INC12.9K shares4.08%2026-03-312026-04-27

Sponsored

TCHP T ROWE PRICE ETF INC5.0K shares-20.60%2026-03-312026-04-27

COIN COINBASE GLOBAL INC1.2K shares-0.33%2026-03-312026-04-27

BROADCOM INC BROADCOM INC672 shares-7.57%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR6.2K shares-12.92%2026-03-312026-04-27

STWD STARWOOD PPTY TR INC11.7K shares-3.08%2026-03-312026-04-27

PSTL POSTAL REALTY TRUST INC10.3K sharesnew addition2026-03-312026-04-27

YYY AMPLIFY ETF TR14.0K shares0.00%2026-03-312026-04-27

SGC SUPERIOR GROUP OF CO INC11.9K shares9.16%2026-03-312026-04-27

Sponsored

RGP RESOURCES CONNECTION INC19.9K shares15.32%2026-03-312026-04-27

SRXH SRX HEALTH SOLUTIONS INC.21.4K shares0.00%2026-03-312026-04-27

BIL

SPDR SERIES TRUST

329.70%

Shares186.3K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

7.15%

Shares371.3K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

7.32%

Shares339.6K

Event2026-03-31

Filed2026-04-27

TCAF

T ROWE PRICE ETF INC

6.31%

Shares240.2K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

5.77%

Shares173.7K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

112.59%

Shares98.8K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

5.71%

Shares5.7K

Event2026-03-31

Filed2026-04-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

11.58%

Shares85.9K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

3.32%

Shares5.3K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

0.88%

Shares12.2K

Event2026-03-31

Filed2026-04-27

HYD

VANECK ETF TRUST

91.32%

Shares57.8K

Event2026-03-31

Filed2026-04-27

IEF

ISHARES TR

14.12%

Shares29.5K

Event2026-03-31

Filed2026-04-27

SUB

ISHARES TR

64.96%

Shares24.0K

Event2026-03-31

Filed2026-04-27

MUNI

PIMCO ETF TR

6.58%

Shares47.5K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

9.96%

Shares37.7K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

11.62%

Shares43.0K

Event2026-03-31

Filed2026-04-27

WORLD GOLD TR

-26.71%

Shares25.0K

Event2026-03-31

Filed2026-04-27

GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.57%

Shares43.0K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

1.67%

Shares28.1K

Event2026-03-31

Filed2026-04-27

HGER

HARBOR ETF TRUST

-28.59%

Shares70.1K

Event2026-03-31

Filed2026-04-27

FSCO

FS CREDIT OPPORTUNITIES CORP

25.15%

Shares362.6K

Event2026-03-31

Filed2026-04-27

BENJ

HORIZON FDS

-4.73%

Shares33.1K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

-38.75%

Shares21.9K

Event2026-03-31

Filed2026-04-27

SCHI

SCHWAB STRATEGIC TR

1.82%

Shares73.5K

Event2026-03-31

Filed2026-04-27

QLTY

GMO ETF TRUST

23.07%

Shares45.3K

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

4.06%

Shares11.4K

Event2026-03-31

Filed2026-04-27

FS SPECIALTY LENDING FD

-10.34%

Shares125.6K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-2.75%

Shares7.8K

Event2026-03-31

Filed2026-04-27

MSTR

STRATEGY INC

552.05%

Shares10.5K

Event2026-03-31

Filed2026-04-27

ARCC

ARES CAPITAL CORP

33.93%

Shares72.3K

Event2026-03-31

Filed2026-04-27

STIP

ISHARES TR

-58.33%

Shares12.0K

Event2026-03-31

Filed2026-04-27

FSK

FS KKR CAP CORP

-14.20%

Shares118.4K

Event2026-03-31

Filed2026-04-27

CGBL

CAPITAL GROUP CORE BALANCED

40.28%

Shares32.1K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

-10.14%

Shares1.8K

Event2026-03-31

Filed2026-04-27

GOVT

ISHARES TR

1.04%

Shares43.5K

Event2026-03-31

Filed2026-04-27

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares57.5K

Event2026-03-31

Filed2026-04-27

CGIC

CAPITAL GROUP INTERNATIONAL

117.53%

Shares29.2K

Event2026-03-31

Filed2026-04-27

CGUS

CAPITAL GROUP CORE EQUITY ET

0.26%

Shares23.5K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

0.69%

Shares6.2K

Event2026-03-31

Filed2026-04-27

PECO

PHILLIPS EDISON & CO INC

-6.42%

Shares23.9K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

0.56%

Shares17.0K

Event2026-03-31

Filed2026-04-27

FPAG

INVESTMENT MANAGERS SER TR I

127.88%

Shares23.2K

Event2026-03-31

Filed2026-04-27

CGCP

CAPITAL GRP FIXED INCM ETF T

2.69%

Shares36.8K

Event2026-03-31

Filed2026-04-27

SDCI

USCF ETF TR

New

Shares30.0K

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

New

Shares7.0K

Event2026-03-31

Filed2026-04-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

3.62%

Shares22.7K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-3.29%

Shares1.9K

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

49.13%

Shares11.8K

Event2026-03-31

Filed2026-04-27

CBUS

CIBUS INC

17.35%

Shares318.2K

Event2026-03-31

Filed2026-04-27

HBTA

HORIZON FDS

-5.34%

Shares23.3K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

-0.23%

Shares2.6K

Event2026-03-31

Filed2026-04-27

CGGR

CAPITAL GROUP GROWTH ETF

-17.19%

Shares15.2K

Event2026-03-31

Filed2026-04-27

CONSOLIDATED EDISON INC

0.14%

Shares4.9K

Event2026-03-31

Filed2026-04-27

GILD

GILEAD SCIENCES INC

1.05%

Shares3.9K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-2.84%

Shares1.1K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

3.64%

Shares2.5K

Event2026-03-31

Filed2026-04-27

ECL

ECOLAB INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-27

OKE

ONEOK INC NEW

4.50%

Shares5.7K

Event2026-03-31

Filed2026-04-27

NVS

NOVARTIS AG

0.63%

Shares3.3K

Event2026-03-31

Filed2026-04-27

SNA

SNAP ON INC

3.19%

Shares1.4K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-3.05%

Shares2.4K

Event2026-03-31

Filed2026-04-27

WEC ENERGY GROUP INC

3.31%

Shares4.2K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.65%

Shares1.4K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

4.87%

Shares1.5K

Event2026-03-31

Filed2026-04-27

APD

AIR PRODUCTS AND CHEMICALS I

4.74%

Shares1.6K

Event2026-03-31

Filed2026-04-27

FEGE

RBB FUND TRUST

New

Shares10.0K

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

3.26%

Shares2.3K

Event2026-03-31

Filed2026-04-27

CME

CME GROUP INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

4.09%

Shares1.4K

Event2026-03-31

Filed2026-04-27

THOMSON REUTERS CORP

New

Shares5.0K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

-8.93%

Shares18.0K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-5.25%

Shares2.5K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

-10.42%

Shares1.2K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

1.35%

Shares1.9K

Event2026-03-31

Filed2026-04-27

WSO

WATSCO INC

5.09%

Shares1.1K

Event2026-03-31

Filed2026-04-27

BTI

BRITISH AMERN TOB PLC

2.83%

Shares6.9K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

-53.30%

Shares3.3K

Event2026-03-31

Filed2026-04-27

ARKB

ARK 21SHARES BITCOIN ETF

16.83%

Shares17.5K

Event2026-03-31

Filed2026-04-27

CEFS

EXCHANGE LISTED FDS TR

-4.25%

Shares17.4K

Event2026-03-31

Filed2026-04-27

XHLF

BONDBLOXX ETF TRUST

1.99%

Shares7.8K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-21.57%

Shares600

Event2026-03-31

Filed2026-04-27

RYLD

GLOBAL X FDS

-3.93%

Shares26.0K

Event2026-03-31

Filed2026-04-27

SCHV

SCHWAB STRATEGIC TR

-6.61%

Shares12.6K

Event2026-03-31

Filed2026-04-27

QCOM

QUALCOMM INC

4.13%

Shares3.0K

Event2026-03-31

Filed2026-04-27

REALTY INCOME CORP

3.58%

Shares6.0K

Event2026-03-31

Filed2026-04-27

RSG

REPUBLIC SVCS INC

5.94%

Shares1.7K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-27

AWK

AMERICAN WTR WKS CO INC NEW

6.64%

Shares2.6K

Event2026-03-31

Filed2026-04-27

SPYI

NEOS ETF TRUST

New

Shares7.3K

Event2026-03-31

Filed2026-04-27

QYLG

GLOBAL X FDS

-3.08%

Shares13.8K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-27

DIVO

AMPLIFY ETF TR

New

Shares7.9K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC

4.52%

Shares3.9K

Event2026-03-31

Filed2026-04-27

ARES

ARES MANAGEMENT CORPORATION

4.31%

Shares3.1K

Event2026-03-31

Filed2026-04-27

MAA

MID-AMER APT CMNTYS INC

5.70%

Shares2.7K

Event2026-03-31

Filed2026-04-27

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-27

ADP

AUTOMATIC DATA PROCESSING IN

5.23%

Shares1.5K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

-14.47%

Shares12.1K

Event2026-03-31

Filed2026-04-27

SHEL

SHELL PLC

6.77%

Shares3.3K

Event2026-03-31

Filed2026-04-27

APRP

PGIM ROCK ETF TR

New

Shares9.9K

Event2026-03-31

Filed2026-04-27

SONY

SONY GROUP CORP

6.67%

Shares14.3K

Event2026-03-31

Filed2026-04-27

PDI

PIMCO DYNAMIC INCOME FD

-1.58%

Shares17.2K

Event2026-03-31

Filed2026-04-27

BITB

BITWISE BITCOIN ETF TR

-0.41%

Shares8.0K

Event2026-03-31

Filed2026-04-27

NATWEST GROUP PLC

New

Shares19.6K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

0.00%

Shares327

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

-2.56%

Shares494

Event2026-03-31

Filed2026-04-27

HSMV

FIRST TR EXCH TRADED FD III

-5.04%

Shares7.8K

Event2026-03-31

Filed2026-04-27

MKC

MCCORMICK & CO INC

6.44%

Shares5.5K

Event2026-03-31

Filed2026-04-27

RELX

RELX PLC

8.45%

Shares8.3K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

12.48%

Shares3.1K

Event2026-03-31

Filed2026-04-27

ACCENTURE PLC IRELAND

6.67%

Shares1.4K

Event2026-03-31

Filed2026-04-27

JEPQ

J P MORGAN EXCHANGE TRADED F

New

Shares4.7K

Event2026-03-31

Filed2026-04-27

SAP

SAP SE

7.99%

Shares1.5K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-27

ARKK

ARK ETF TR

-0.19%

Shares3.6K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-12.30%

Shares806

Event2026-03-31

Filed2026-04-27

MDYV

SPDR SERIES TRUST

-6.94%

Shares2.7K

Event2026-03-31

Filed2026-04-27

CEG

CONSTELLATION ENERGY CORP

-0.61%

Shares818

Event2026-03-31

Filed2026-04-27

IBDR

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-27

ESCA

ESCALADE INC

4.08%

Shares12.9K

Event2026-03-31

Filed2026-04-27

TCHP

T ROWE PRICE ETF INC

-20.60%

Shares5.0K

Event2026-03-31

Filed2026-04-27

COIN

COINBASE GLOBAL INC

-0.33%

Shares1.2K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

-7.57%

Shares672

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

-12.92%

Shares6.2K

Event2026-03-31

Filed2026-04-27

STWD

STARWOOD PPTY TR INC

-3.08%

Shares11.7K

Event2026-03-31

Filed2026-04-27

PSTL

POSTAL REALTY TRUST INC

New

Shares10.3K

Event2026-03-31

Filed2026-04-27

YYY

AMPLIFY ETF TR

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-27

SGC

SUPERIOR GROUP OF CO INC

9.16%

Shares11.9K

Event2026-03-31

Filed2026-04-27

RGP

RESOURCES CONNECTION INC

15.32%

Shares19.9K

Event2026-03-31

Filed2026-04-27

SRXH

SRX HEALTH SOLUTIONS INC.

0.00%

Shares21.4K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available