Sponsored

The Analysis of Chancellor Financial Group WB LP's Holdings & P&L

Currently, Chancellor Financial Group WB LP holds 138 types of securities in its portfolio with a total value $139.7M. In the most recent quarter, they have increased their positions in NVDA (+2.7K shares, valued at $463.6K), N/A (+1.6K shares, valued at $432.9K), IVV (+473 shares, valued at $309.0K); decreased their positions in MSFT (-1.2K shares, valued at $440.9K), PEP (-2.8K shares, valued at $440.2K), AMZN (-1.6K shares, valued at $342.4K); initiated new positions in N/A (+1.6K shares, valued at $432.9K), PPA (+1.7K shares, valued at $287.9K), SJM (+2.4K shares, valued at $234.3K).

1M P&L

+4.8M+3.74%

3M P&L

+5.6M+4.38%

HY P&L

+6.8M+5.38%

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/A21.0M

17.1%

2Consumer Electronics19.6M

16.0%

3Software - Infrastructure10.7M

8.7%

Top Industries by Stock Count

1N/A30 stocks

24.6%

2Drug Manufacturers - General5 stocks

4.1%

3Semiconductors4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC77.1K shares0.26%2026-03-312026-05-14

MSFT MICROSOFT CORP28.9K shares-3.96%2026-03-312026-05-14

IVV ISHARES TR11.6K shares4.24%2026-03-312026-05-14

NVDA NVIDIA CORPORATION35.2K shares8.17%2026-03-312026-05-14

AMZN AMAZON COM INC24.2K shares-6.37%2026-03-312026-05-14

ALPHABET INC ALPHABET INC15.4K shares-0.55%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON15.9K shares0.35%2026-03-312026-05-14

NEE NEXTERA ENERGY INC40.5K shares0.06%2026-03-312026-05-14

Sponsored

V VISA INC9.6K shares-0.70%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC23.3K shares1.81%2026-03-312026-05-14

ALPHABET INC ALPHABET INC8.4K shares1.62%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO8.1K shares-1.44%2026-03-312026-05-14

BROADCOM INC BROADCOM INC6.9K shares12.58%2026-03-312026-05-14

CAT CATERPILLAR INC2.9K shares0.07%2026-03-312026-05-14

CMI CUMMINS INC3.7K shares0.00%2026-03-312026-05-14

BF.B BROWN FORMAN CORP67.7K shares0.01%2026-03-312026-05-14

Sponsored

PEP PEPSICO INC11.4K shares-19.92%2026-03-312026-05-14

BAC BANK AMERICA CORP35.0K shares-0.24%2026-03-312026-05-14

PPL PPL CORP39.6K shares0.38%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION1.5K shares5.27%2026-03-312026-05-14

PG PROCTER & GAMBLE CO9.0K shares0.19%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares0.00%2026-03-312026-05-14

ABBV ABBVIE INC5.4K shares0.98%2026-03-312026-05-14

DE DEERE & CO2.1K shares0.00%2026-03-312026-05-14

Sponsored

UNH UNITEDHEALTH GROUP INC4.2K shares-0.02%2026-03-312026-05-14

BTO HANCOCK JOHN FINL OPPTYS31.2K shares0.67%2026-03-312026-05-14

XOM EXXON MOBIL CORP6.1K shares0.71%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC20.6K shares-0.03%2026-03-312026-05-14

MA MASTERCARD INCORPORATED2.0K shares-0.15%2026-03-312026-05-14

ADM ARCHER DANIELS MIDLAND CO13.5K shares0.13%2026-03-312026-05-14

CVX CHEVRON CORPORATION4.6K shares-1.64%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS4.4K shares0.00%2026-03-312026-05-14

Sponsored

GE AEROSPACE GE AEROSPACE3.3K shares0.00%2026-03-312026-05-14

IVW ISHARES TR8.2K shares-2.96%2026-03-312026-05-14

HEI HEICO CORP NEW3.3K shares0.03%2026-03-312026-05-14

MCD MCDONALDS CORP2.9K shares0.39%2026-03-312026-05-14

GEV GE VERNOVA INC1.0K shares0.00%2026-03-312026-05-14

LLY ELI LILLY & CO903 shares-2.69%2026-03-312026-05-14

WM WASTE MGMT INC DEL3.4K shares0.51%2026-03-312026-05-14

META META PLATFORMS INC1.3K shares-7.31%2026-03-312026-05-14

Sponsored

VTI VANGUARD INDEX FDS2.2K shares0.13%2026-03-312026-05-14

EOS EATON VANCE ENHANCED EQUITY34.9K shares1.26%2026-03-312026-05-14

DIS DISNEY WALT CO7.4K shares0.01%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC5.9K shares-5.78%2026-03-312026-05-14

WMT WALMART INC5.0K shares0.02%2026-03-312026-05-14

YUM YUM BRANDS INC3.9K shares0.03%2026-03-312026-05-14

RS RELIANCE INC2.0K shares0.00%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC3.6K shares0.30%2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC1.8K shares22.00%2026-03-312026-05-14

BA BOEING CO2.9K shares65.65%2026-03-312026-05-14

TSLA TESLA INC1.5K shares0.00%2026-03-312026-05-14

DHR DANAHER CORP DEL2.9K shares0.00%2026-03-312026-05-14

PWR QUANTA SVCS INC988 shares0.00%2026-03-312026-05-14

QCOM QUALCOMM INC4.0K shares0.03%2026-03-312026-05-14

IJH ISHARES TR7.2K shares0.00%2026-03-312026-05-14

IWM ISHARES TR1.9K shares-1.82%2026-03-312026-05-14

Sponsored

RTX RTX CORPORATION2.5K shares0.28%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR824 shares-8.34%2026-03-312026-05-14

ABT ABBOTT LABORATORIES4.5K shares1.99%2026-03-312026-05-14

TFC TRUIST FINL CORP9.9K shares1.54%2026-03-312026-05-14

T AT&T INC15.6K shares1.42%2026-03-312026-05-14

ET ENERGY TRANSFER L P23.3K shares-1.27%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC7.8K shares0.92%2026-03-312026-05-14

IBB ISHARES TR2.6K shares0.04%2026-03-312026-05-14

Sponsored

MO ALTRIA GROUP INC6.6K shares2.03%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP1.6K sharesnew addition2026-03-312026-05-14

AME AMETEK INC2.0K shares0.00%2026-03-312026-05-14

PWB INVESCO EXCHANGE TRADED FD T3.4K shares0.92%2026-03-312026-05-14

XAR SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS1.7K shares31.57%2026-03-312026-05-14

CHY CALAMOS CONV & HIGH INCOME F36.5K shares2.45%2026-03-312026-05-14

KO COCA COLA CO5.1K shares-0.87%2026-03-312026-05-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC781 shares0.00%2026-03-312026-05-14

CSCO CISCO SYS INC4.8K shares-1.06%2026-03-312026-05-14

CNI CANADIAN NATL RY CO3.5K shares0.20%2026-03-312026-05-14

AMT AMERICAN TOWER CORP2.0K shares-3.54%2026-03-312026-05-14

PAA PLAINS ALL AMERN PIPELINE L15.5K shares0.00%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO5.7K shares-48.24%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC4.7K shares21.88%2026-03-312026-05-14

USMV ISHARES TR3.6K shares-3.21%2026-03-312026-05-14

Sponsored

COHERENT CORP COHERENT CORP1.4K shares-17.54%2026-03-312026-05-14

IJR ISHARES TR2.7K shares0.00%2026-03-312026-05-14

BUI BLACKROCK UTILS INFRASTRUCTU12.6K shares9.56%2026-03-312026-05-14

TJX TJX COS INC NEW2.1K shares0.00%2026-03-312026-05-14

UNP UNION PAC CORP1.3K shares-0.81%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS541 shares2.46%2026-03-312026-05-14

COWZ PACER FDS TR5.1K shares7.88%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L8.4K shares-4.90%2026-03-312026-05-14

Sponsored

KMB KIMBERLY-CLARK CORP3.2K shares16.82%2026-03-312026-05-14

AGG ISHARES TR3.1K shares-28.75%2026-03-312026-05-14

LDOS LEIDOS HOLDINGS INC2.0K shares-9.09%2026-03-312026-05-14

GRC GORMAN RUPP CO5.0K shares0.00%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC317 shares0.00%2026-03-312026-05-14

HEDJ WISDOMTREE TR5.7K shares-6.87%2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC725 shares0.00%2026-03-312026-05-14

QUAL ISHARES TR1.5K shares0.07%2026-03-312026-05-14

Sponsored

PPA INVESCO EXCHANGE TRADED FD T1.7K sharesnew addition2026-03-312026-05-14

CCNE CNB FINL CORP PA9.9K shares0.02%2026-03-312026-05-14

BR BROADRIDGE FINL SOLUTIONS IN1.7K shares0.00%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC818 shares-35.69%2026-03-312026-05-14

TTEC TTEC HLDGS INC109.6K shares238.35%2026-03-312026-05-14

QQQX NUVEEN NASDAQ 100 DYNAMIC OV10.1K shares-0.83%2026-03-312026-05-14

GLW CORNING INC2.0K shares-18.45%2026-03-312026-05-14

IWR ISHARES TR2.7K shares-4.20%2026-03-312026-05-14

Sponsored

NQP NUVEEN PA INVT QUALITY MUN F22.2K shares0.00%2026-03-312026-05-14

LOW LOWES COS INC1.1K shares2.59%2026-03-312026-05-14

FBIN FORTUNE BRANDS INNOVATIONS I6.7K shares0.00%2026-03-312026-05-14

MSCI MSCI INC467 shares0.00%2026-03-312026-05-14

MTUM ISHARES TR1.0K shares-1.97%2026-03-312026-05-14

SCHR SCHWAB STRATEGIC TR10.1K shares0.02%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-0.81%2026-03-312026-05-14

SDY SPDR SERIES TRUST1.7K shares3.11%2026-03-312026-05-14

Sponsored

AMGN AMGEN INC676 shares0.00%2026-03-312026-05-14

SJM SMUCKER J M CO2.4K sharesnew addition2026-03-312026-05-14

PCAR PACCAR INC2.0K shares0.00%2026-03-312026-05-14

CB CHUBB LTD SWITZ715 shares1.42%2026-03-312026-05-14

SMH VANECK ETF TRUST606 sharesnew addition2026-03-312026-05-14

BARRICK MNG CORP BARRICK MNG CORP5.6K shares0.00%2026-03-312026-05-14

HON HONEYWELL INTL INC998 sharesnew addition2026-03-312026-05-14

DVN DEVON ENERGY CORP NEW4.4K sharesnew addition2026-03-312026-05-14

Sponsored

SPG SIMON PPTY GROUP INC NEW1.2K shares-0.99%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I768 sharesnew addition2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC1.1K shares12.35%2026-03-312026-05-14

TMUS T-MOBILE US INC1.1K shares0.00%2026-03-312026-05-14

WFC WELLS FARGO & CO2.8K shares0.00%2026-03-312026-05-14

EPAC ENERPAC TOOL GROUP CORP6.0K shares0.00%2026-03-312026-05-14

SPYD SPDR SERIES TRUST4.8K shares-1.92%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.6K sharesnew addition2026-03-312026-05-14

Sponsored

OKE ONEOK INC NEW2.3K sharesnew addition2026-03-312026-05-14

CME CME GROUP INC703 sharesnew addition2026-03-312026-05-14

AON PLC AON PLC642 shares0.00%2026-03-312026-05-14

PEG PUBLIC SVC ENTERPRISE GROUP2.5K sharesnew addition2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP336 sharesnew addition2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC972 shares-4.89%2026-03-312026-05-14

GAB GABELLI EQUITY TR INC20.0K shares1.76%2026-03-312026-05-14

EPM EVOLUTION PETE CORP14.6K shares23.22%2026-03-312026-05-14

Sponsored

BITF BITFARMS LTD17.2K shares0.00%2026-03-312026-05-14

GABELLI EQUITY TR INC GABELLI EQUITY TR INC19.6K sharesnew addition2026-03-312026-05-14

AAPL

APPLE INC

0.26%

Shares77.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-3.96%

Shares28.9K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

4.24%

Shares11.6K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

8.17%

Shares35.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-6.37%

Shares24.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-0.55%

Shares15.4K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

0.35%

Shares15.9K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

0.06%

Shares40.5K

Event2026-03-31

Filed2026-05-14

VISA INC

-0.70%

Shares9.6K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

1.81%

Shares23.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

1.62%

Shares8.4K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-1.44%

Shares8.1K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

12.58%

Shares6.9K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

0.07%

Shares2.9K

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

BF.B

BROWN FORMAN CORP

0.01%

Shares67.7K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-19.92%

Shares11.4K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

-0.24%

Shares35.0K

Event2026-03-31

Filed2026-05-14

PPL

PPL CORP

0.38%

Shares39.6K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

5.27%

Shares1.5K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

0.19%

Shares9.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.98%

Shares5.4K

Event2026-03-31

Filed2026-05-14

DEERE & CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-0.02%

Shares4.2K

Event2026-03-31

Filed2026-05-14

BTO

HANCOCK JOHN FINL OPPTYS

0.67%

Shares31.2K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.71%

Shares6.1K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-0.03%

Shares20.6K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-0.15%

Shares2.0K

Event2026-03-31

Filed2026-05-14

ADM

ARCHER DANIELS MIDLAND CO

0.13%

Shares13.5K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-1.64%

Shares4.6K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-2.96%

Shares8.2K

Event2026-03-31

Filed2026-05-14

HEI

HEICO CORP NEW

0.03%

Shares3.3K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.39%

Shares2.9K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-2.69%

Shares903

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

0.51%

Shares3.4K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

-7.31%

Shares1.3K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

0.13%

Shares2.2K

Event2026-03-31

Filed2026-05-14

EOS

EATON VANCE ENHANCED EQUITY

1.26%

Shares34.9K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

0.01%

Shares7.4K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

-5.78%

Shares5.9K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.02%

Shares5.0K

Event2026-03-31

Filed2026-05-14

YUM

YUM BRANDS INC

0.03%

Shares3.9K

Event2026-03-31

Filed2026-05-14

RELIANCE INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.30%

Shares3.6K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

22.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

BOEING CO

65.65%

Shares2.9K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

PWR

QUANTA SVCS INC

0.00%

Shares988

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

0.03%

Shares4.0K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-1.82%

Shares1.9K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.28%

Shares2.5K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-8.34%

Shares824

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

1.99%

Shares4.5K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

1.54%

Shares9.9K

Event2026-03-31

Filed2026-05-14

AT&T INC

1.42%

Shares15.6K

Event2026-03-31

Filed2026-05-14

ENERGY TRANSFER L P

-1.27%

Shares23.3K

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

0.92%

Shares7.8K

Event2026-03-31

Filed2026-05-14

IBB

ISHARES TR

0.04%

Shares2.6K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

2.03%

Shares6.6K

Event2026-03-31

Filed2026-05-14

THE CIGNA GROUP

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

AME

AMETEK INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

PWB

INVESCO EXCHANGE TRADED FD T

0.92%

Shares3.4K

Event2026-03-31

Filed2026-05-14

XAR

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

31.57%

Shares1.7K

Event2026-03-31

Filed2026-05-14

CHY

CALAMOS CONV & HIGH INCOME F

2.45%

Shares36.5K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-0.87%

Shares5.1K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares781

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-1.06%

Shares4.8K

Event2026-03-31

Filed2026-05-14

CNI

CANADIAN NATL RY CO

0.20%

Shares3.5K

Event2026-03-31

Filed2026-05-14

AMT

AMERICAN TOWER CORP

-3.54%

Shares2.0K

Event2026-03-31

Filed2026-05-14

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

-48.24%

Shares5.7K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

21.88%

Shares4.7K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

-3.21%

Shares3.6K

Event2026-03-31

Filed2026-05-14

COHERENT CORP

-17.54%

Shares1.4K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

BUI

BLACKROCK UTILS INFRASTRUCTU

9.56%

Shares12.6K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

-0.81%

Shares1.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

2.46%

Shares541

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

7.88%

Shares5.1K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

-4.90%

Shares8.4K

Event2026-03-31

Filed2026-05-14

KMB

KIMBERLY-CLARK CORP

16.82%

Shares3.2K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-28.75%

Shares3.1K

Event2026-03-31

Filed2026-05-14

LDOS

LEIDOS HOLDINGS INC

-9.09%

Shares2.0K

Event2026-03-31

Filed2026-05-14

GRC

GORMAN RUPP CO

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

0.00%

Shares317

Event2026-03-31

Filed2026-05-14

HEDJ

WISDOMTREE TR

-6.87%

Shares5.7K

Event2026-03-31

Filed2026-05-14

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares725

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-14

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares1.7K

Event2026-03-31

Filed2026-05-14

CCNE

CNB FINL CORP PA

0.02%

Shares9.9K

Event2026-03-31

Filed2026-05-14

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-35.69%

Shares818

Event2026-03-31

Filed2026-05-14

TTEC

TTEC HLDGS INC

238.35%

Shares109.6K

Event2026-03-31

Filed2026-05-14

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

-0.83%

Shares10.1K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

-18.45%

Shares2.0K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

-4.20%

Shares2.7K

Event2026-03-31

Filed2026-05-14

NQP

NUVEEN PA INVT QUALITY MUN F

0.00%

Shares22.2K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

2.59%

Shares1.1K

Event2026-03-31

Filed2026-05-14

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-14

MSCI

MSCI INC

0.00%

Shares467

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

-1.97%

Shares1.0K

Event2026-03-31

Filed2026-05-14

SCHR

SCHWAB STRATEGIC TR

0.02%

Shares10.1K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

-0.81%

Shares1.2K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

3.11%

Shares1.7K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

0.00%

Shares676

Event2026-03-31

Filed2026-05-14

SJM

SMUCKER J M CO

New

Shares2.4K

Event2026-03-31

Filed2026-05-14

PCAR

PACCAR INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

1.42%

Shares715

Event2026-03-31

Filed2026-05-14

SMH

VANECK ETF TRUST

New

Shares606

Event2026-03-31

Filed2026-05-14

BARRICK MNG CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

New

Shares998

Event2026-03-31

Filed2026-05-14

DVN

DEVON ENERGY CORP NEW

New

Shares4.4K

Event2026-03-31

Filed2026-05-14

SPG

SIMON PPTY GROUP INC NEW

-0.99%

Shares1.2K

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares768

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

12.35%

Shares1.1K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

EPAC

ENERPAC TOOL GROUP CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

SPYD

SPDR SERIES TRUST

-1.92%

Shares4.8K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

OKE

ONEOK INC NEW

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

New

Shares703

Event2026-03-31

Filed2026-05-14

AON PLC

0.00%

Shares642

Event2026-03-31

Filed2026-05-14

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

New

Shares336

Event2026-03-31

Filed2026-05-14

PNC

PNC FINL SVCS GROUP INC

-4.89%

Shares972

Event2026-03-31

Filed2026-05-14

GAB

GABELLI EQUITY TR INC

1.76%

Shares20.0K

Event2026-03-31

Filed2026-05-14

EPM

EVOLUTION PETE CORP

23.22%

Shares14.6K

Event2026-03-31

Filed2026-05-14

BITF

BITFARMS LTD

0.00%

Shares17.2K

Event2026-03-31

Filed2026-05-14

GABELLI EQUITY TR INC

New

Shares19.6K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

CITIGROUP INC Call CallCITIGROUP INC246 shares-1.60%2026-03-312026-05-14

AMAZON COM INC Call CallAMAZON COM INC30 sharesnew addition2026-03-312026-05-14

CITIGROUP INC Call

CITIGROUP INC

-1.60%

Shares246

Event2026-03-31

Filed2026-05-14

AMAZON COM INC Call

AMAZON COM INC

New

Shares30

Event2026-03-31

Filed2026-05-14

Put Option Holdings

No put option holdings data available