Sponsored
The Analysis of Checchi Capital Advisers, LLC's Holdings & P&L
Currently, Checchi Capital Advisers, LLC holds 598 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in VTV (+73.2K shares, valued at $14.4M), IEV (+204.0K shares, valued at $13.9M), VBR (+29.4K shares, valued at $6.4M); decreased their positions in VUG (-122.9K shares, valued at $53.7M), GLD (-12.6K shares, valued at $5.4M), VWO (-72.3K shares, valued at $3.9M); initiated new positions in EWC (+78.5K shares, valued at $4.3M), N/A (+9.6K shares, valued at $1.9M), CF (+3.0K shares, valued at $391.7K).
1M P&L
+34.1M+2.49%
3M P&L
-23.4M-1.64%
HY P&L
+55.4M+4.10%
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/A764.2M
58.9%
2Semiconductors47.2M
3.6%
3Consumer Electronics40.7M
3.1%
Top Industries by Stock Count
1N/A103 stocks
19.1%
2Utilities - Regulated Electric20 stocks
3.7%
3Banks - Diversified17 stocks
3.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
-2.48%APPLE INC
Shares158.0K
Event2026-03-31
Filed2026-05-04
EEM
-4.96%ISHARES TR
Shares678.7K
Event2026-03-31
Filed2026-05-04
NVDA
5.38%NVIDIA CORPORATION
Shares188.1K
Event2026-03-31
Filed2026-05-04
BWX
-6.43%SPDR SERIES TRUST
Shares1.4M
Event2026-03-31
Filed2026-05-04
MSFT
3.50%MICROSOFT CORP
Shares80.3K
Event2026-03-31
Filed2026-05-04
SPDR SERIES TRUST
5.57%SPDR SERIES TRUST
Shares296.1K
Event2026-03-31
Filed2026-05-04
ISHARES GOLD TR
-11.58%ISHARES GOLD TR
Shares316.9K
Event2026-03-31
Filed2026-05-04
VGLT
8.77%VANGUARD SCOTTSDALE FDS
Shares444.8K
Event2026-03-31
Filed2026-05-04
IGOV
-4.74%ISHARES TR
Shares588.2K
Event2026-03-31
Filed2026-05-04
LEMB
-8.95%ISHARES INC
Shares561.4K
Event2026-03-31
Filed2026-05-04
IBND
0.53%SPDR SERIES TRUST
Shares709.1K
Event2026-03-31
Filed2026-05-04
EMB
-1.44%ISHARES TR
Shares227.6K
Event2026-03-31
Filed2026-05-04
EMLC
6.59%VANECK ETF TRUST
Shares847.0K
Event2026-03-31
Filed2026-05-04
VWO
-15.79%VANGUARD INTL EQUITY INDEX F
Shares385.5K
Event2026-03-31
Filed2026-05-04
VBR
47.62%VANGUARD INDEX FDS
Shares91.3K
Event2026-03-31
Filed2026-05-04
PICB
-4.96%INVESCO EXCH TRADED FD TR II
Shares835.8K
Event2026-03-31
Filed2026-05-04
VWOB
-0.41%VANGUARD WHITEHALL FDS
Shares293.7K
Event2026-03-31
Filed2026-05-04
EFV
-11.82%ISHARES TR
Shares239.8K
Event2026-03-31
Filed2026-05-04
IEV
377.22%ISHARES TR
Shares258.1K
Event2026-03-31
Filed2026-05-04
BWZ
7.83%SPDR SERIES TRUST
Shares640.9K
Event2026-03-31
Filed2026-05-04
GLD
-24.51%SPDR GOLD TR
Shares38.9K
Event2026-03-31
Filed2026-05-04
ALPS ETF TR
-7.03%ALPS ETF TR
Shares297.6K
Event2026-03-31
Filed2026-05-04
VTV
1231.49%VANGUARD INDEX FDS
Shares79.1K
Event2026-03-31
Filed2026-05-04
SPTL
-19.14%SPDR SERIES TRUST
Shares581.3K
Event2026-03-31
Filed2026-05-04
PGX
3.28%INVESCO EXCH TRADED FD TR II
Shares1.4M
Event2026-03-31
Filed2026-05-04
AMZN
5.22%AMAZON COM INC
Shares72.3K
Event2026-03-31
Filed2026-05-04
TLT
49.06%ISHARES TR
Shares171.6K
Event2026-03-31
Filed2026-05-04
MBB
1.76%ISHARES TR
Shares147.9K
Event2026-03-31
Filed2026-05-04
VCIT
4.54%VANGUARD SCOTTSDALE FDS
Shares169.3K
Event2026-03-31
Filed2026-05-04
IEMG
2.52%ISHARES INC
Shares199.3K
Event2026-03-31
Filed2026-05-04
ISHG
-3.32%ISHARES TR
Shares182.1K
Event2026-03-31
Filed2026-05-04
TSLA
4.20%TESLA INC
Shares36.1K
Event2026-03-31
Filed2026-05-04
SCZ
-8.27%ISHARES TR
Shares169.1K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
7.53%ALPHABET INC
Shares45.3K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
4.10%ALPHABET INC
Shares45.4K
Event2026-03-31
Filed2026-05-04
HYG
-10.96%ISHARES TR
Shares151.8K
Event2026-03-31
Filed2026-05-04
BROADCOM INC
4.97%BROADCOM INC
Shares38.9K
Event2026-03-31
Filed2026-05-04
AVDV
2.78%AMERICAN CENTY ETF TR
Shares117.7K
Event2026-03-31
Filed2026-05-04
EEMS
-11.29%ISHARES INC
Shares161.6K
Event2026-03-31
Filed2026-05-04
EFA
-2.05%ISHARES TR
Shares113.0K
Event2026-03-31
Filed2026-05-04
EFG
-17.40%ISHARES TR
Shares94.6K
Event2026-03-31
Filed2026-05-04
VCSH
-1.69%VANGUARD SCOTTSDALE FDS
Shares132.3K
Event2026-03-31
Filed2026-05-04
VNQ
4.27%VANGUARD INDEX FDS
Shares108.9K
Event2026-03-31
Filed2026-05-04
DGS
-6.37%WISDOMTREE TR
Shares159.2K
Event2026-03-31
Filed2026-05-04
COST
4.17%COSTCO WHOLESALE CORPORATION
Shares9.2K
Event2026-03-31
Filed2026-05-04
META
8.02%META PLATFORMS INC
Shares16.1K
Event2026-03-31
Filed2026-05-04
VSS
-0.22%VANGUARD INTL EQUITY INDEX F
Shares62.8K
Event2026-03-31
Filed2026-05-04
LLY
2.29%ELI LILLY & CO
Shares9.9K
Event2026-03-31
Filed2026-05-04
JPM
2.86%JPMORGAN CHASE & CO
Shares30.2K
Event2026-03-31
Filed2026-05-04
GS
1.70%GOLDMAN SACHS GROUP INC
Shares10.1K
Event2026-03-31
Filed2026-05-04
VBK
486.79%VANGUARD INDEX FDS
Shares24.4K
Event2026-03-31
Filed2026-05-04
IEI
-0.56%ISHARES TR
Shares61.1K
Event2026-03-31
Filed2026-05-04
WMT
3.63%WALMART INC
Shares57.1K
Event2026-03-31
Filed2026-05-04
JNJ
3.80%JOHNSON & JOHNSON
Shares28.5K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC DEL
-3.71%BERKSHIRE HATHAWAY INC DEL
Shares14.5K
Event2026-03-31
Filed2026-05-04
SPY
-3.38%STATE STR SPDR S&P 500 ETF T
Shares10.6K
Event2026-03-31
Filed2026-05-04
IVOO
7.32%VANGUARD ADMIRAL FDS INC
Shares60.1K
Event2026-03-31
Filed2026-05-04
XOM
3.97%EXXON MOBIL CORP
Shares38.5K
Event2026-03-31
Filed2026-05-04
VGK
1860.49%VANGUARD INTL EQUITY INDEX F
Shares72.2K
Event2026-03-31
Filed2026-05-04
UNH
3.15%UNITEDHEALTH GROUP INC
Shares21.3K
Event2026-03-31
Filed2026-05-04
IWB
8.65%ISHARES TR
Shares15.6K
Event2026-03-31
Filed2026-05-04
VEA
-7.02%VANGUARD TAX-MANAGED FDS
Shares85.5K
Event2026-03-31
Filed2026-05-04
SHY
-0.46%ISHARES TR
Shares66.0K
Event2026-03-31
Filed2026-05-04
PSK
-7.85%SPDR SERIES TRUST
Shares174.8K
Event2026-03-31
Filed2026-05-04
INDA
-13.50%ISHARES TR
Shares108.6K
Event2026-03-31
Filed2026-05-04
MUB
21.50%ISHARES TR
Shares47.2K
Event2026-03-31
Filed2026-05-04
EWT
-0.40%ISHARES INC
Shares70.5K
Event2026-03-31
Filed2026-05-04
SPMB
-23.86%SPDR SERIES TRUST
Shares223.2K
Event2026-03-31
Filed2026-05-04
DLS
-15.34%WISDOMTREE TR
Shares59.3K
Event2026-03-31
Filed2026-05-04
IGIB
-13.80%ISHARES TR
Shares90.2K
Event2026-03-31
Filed2026-05-04
VGIT
-4.04%VANGUARD SCOTTSDALE FDS
Shares79.9K
Event2026-03-31
Filed2026-05-04
ABBV
3.27%ABBVIE INC
Shares20.4K
Event2026-03-31
Filed2026-05-04
CVX
3.58%CHEVRON CORPORATION
Shares21.4K
Event2026-03-31
Filed2026-05-04
EWC
NewISHARES INC
Shares78.5K
Event2026-03-31
Filed2026-05-04
V
3.81%VISA INC
Shares14.1K
Event2026-03-31
Filed2026-05-04
VCLT
10.01%VANGUARD SCOTTSDALE FDS
Shares56.2K
Event2026-03-31
Filed2026-05-04
EPP
710.03%ISHARES INC
Shares77.7K
Event2026-03-31
Filed2026-05-04
ORCL
2.84%ORACLE CORP
Shares27.9K
Event2026-03-31
Filed2026-05-04
WFC
3.63%WELLS FARGO & CO
Shares51.4K
Event2026-03-31
Filed2026-05-04
MGV
-0.12%VANGUARD WORLD FD
Shares28.1K
Event2026-03-31
Filed2026-05-04
EWX
-2.93%SPDR INDEX SHS FDS
Shares60.3K
Event2026-03-31
Filed2026-05-04
MA
3.59%MASTERCARD INCORPORATED
Shares8.0K
Event2026-03-31
Filed2026-05-04
VB
-4.24%VANGUARD INDEX FDS
Shares15.0K
Event2026-03-31
Filed2026-05-04
KSA
-10.51%ISHARES TR
Shares98.4K
Event2026-03-31
Filed2026-05-04
VMBS
-4.69%VANGUARD SCOTTSDALE FDS
Shares81.1K
Event2026-03-31
Filed2026-05-04
USIG
-0.37%ISHARES TR
Shares73.5K
Event2026-03-31
Filed2026-05-04
CRM
42.38%SALESFORCE INC
Shares20.2K
Event2026-03-31
Filed2026-05-04
KO
3.79%COCA COLA CO
Shares49.4K
Event2026-03-31
Filed2026-05-04
APLD
-20.60%APPLIED DIGITAL CORP
Shares158.1K
Event2026-03-31
Filed2026-05-04
VUG
-93.48%VANGUARD INDEX FDS
Shares8.6K
Event2026-03-31
Filed2026-05-04
CAT
4.72%CATERPILLAR INC
Shares5.3K
Event2026-03-31
Filed2026-05-04
EWY
-7.35%ISHARES INC
Shares29.6K
Event2026-03-31
Filed2026-05-04
BAC
4.11%BANK AMERICA CORP
Shares73.4K
Event2026-03-31
Filed2026-05-04
TSM
0.41%TAIWAN SEMICONDUCTOR MANUFAC
Shares10.3K
Event2026-03-31
Filed2026-05-04
MGK
-30.74%VANGUARD WORLD FD
Shares9.2K
Event2026-03-31
Filed2026-05-04
CSCO
6.87%CISCO SYS INC
Shares43.1K
Event2026-03-31
Filed2026-05-04
IYR
-5.66%ISHARES TR
Shares34.8K
Event2026-03-31
Filed2026-05-04
HD
3.50%HOME DEPOT INC
Shares9.9K
Event2026-03-31
Filed2026-05-04
NFLX
6.09%NETFLIX INC.
Shares33.0K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH CORP
5.76%LAM RESEARCH CORP
Shares14.7K
Event2026-03-31
Filed2026-05-04
APOLLO GLOBAL MGMT INC
-7.30%APOLLO GLOBAL MGMT INC
Shares27.9K
Event2026-03-31
Filed2026-05-04
PG
0.91%PROCTER & GAMBLE CO
Shares21.2K
Event2026-03-31
Filed2026-05-04
RTX
6.01%RTX CORPORATION
Shares14.8K
Event2026-03-31
Filed2026-05-04
MERCK & CO INC
5.52%MERCK & CO INC
Shares23.8K
Event2026-03-31
Filed2026-05-04
MCD
1.82%MCDONALDS CORP
Shares8.9K
Event2026-03-31
Filed2026-05-04
VGT
-1.40%VANGUARD WORLD FD
Shares3.9K
Event2026-03-31
Filed2026-05-04
NVS
-2.30%NOVARTIS AG
Shares17.3K
Event2026-03-31
Filed2026-05-04
MS
4.45%MORGAN STANLEY
Shares16.0K
Event2026-03-31
Filed2026-05-04
AMAT
6.70%APPLIED MATLS INC
Shares7.7K
Event2026-03-31
Filed2026-05-04
TJX
4.80%TJX COS INC NEW
Shares15.9K
Event2026-03-31
Filed2026-05-04
PM
1.63%PHILIP MORRIS INTL INC
Shares15.2K
Event2026-03-31
Filed2026-05-04
IWN
20.64%ISHARES TR
Shares13.2K
Event2026-03-31
Filed2026-05-04
KLAC
4.14%KLA CORP
Shares1.7K
Event2026-03-31
Filed2026-05-04
VOE
-16.75%VANGUARD INDEX FDS
Shares13.0K
Event2026-03-31
Filed2026-05-04
TLH
24.44%ISHARES TR
Shares23.8K
Event2026-03-31
Filed2026-05-04
VGSH
-4.93%VANGUARD SCOTTSDALE FDS
Shares40.8K
Event2026-03-31
Filed2026-05-04
IGLB
-18.45%ISHARES TR
Shares47.7K
Event2026-03-31
Filed2026-05-04
ASML
-4.56%ASML HLDG NV
Shares1.8K
Event2026-03-31
Filed2026-05-04
AMGN
8.81%AMGEN INC
Shares6.6K
Event2026-03-31
Filed2026-05-04
NEE
8.48%NEXTERA ENERGY INC
Shares24.8K
Event2026-03-31
Filed2026-05-04
VOT
-17.12%VANGUARD INDEX FDS
Shares8.9K
Event2026-03-31
Filed2026-05-04
IBM
7.98%INTERNATIONAL BUSINESS MACHS
Shares9.2K
Event2026-03-31
Filed2026-05-04
HSBC
-1.36%HSBC HLDGS PLC
Shares26.2K
Event2026-03-31
Filed2026-05-04
NOC
3.21%NORTHROP GRUMMAN CORP
Shares3.2K
Event2026-03-31
Filed2026-05-04
VTWO
8.72%VANGUARD SCOTTSDALE FDS
Shares21.1K
Event2026-03-31
Filed2026-05-04
SPHR
0.00%SPHERE ENTERTAINMENT CO
Shares17.9K
Event2026-03-31
Filed2026-05-04
GE AEROSPACE
11.32%GE AEROSPACE
Shares6.9K
Event2026-03-31
Filed2026-05-04
SHEL
-5.18%SHELL PLC
Shares21.0K
Event2026-03-31
Filed2026-05-04
PFF
-4.42%ISHARES TR
Shares63.8K
Event2026-03-31
Filed2026-05-04
MPC
2.86%MARATHON PETE CORP
Shares7.9K
Event2026-03-31
Filed2026-05-04
TM
-2.55%TOYOTA MOTOR CORP
Shares9.3K
Event2026-03-31
Filed2026-05-04
TXN
7.18%TEXAS INSTRS INC
Shares9.9K
Event2026-03-31
Filed2026-05-04
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares9.6K
Event2026-03-31
Filed2026-05-04
PLD
-0.84%PROLOGIS INC.
Shares14.3K
Event2026-03-31
Filed2026-05-04
BLACKROCK INC
6.72%BLACKROCK INC
Shares1.9K
Event2026-03-31
Filed2026-05-04
BKNG
0.92%BOOKING HOLDINGS INC
Shares441
Event2026-03-31
Filed2026-05-04
KKR & CO INC
4.95%KKR & CO INC
Shares19.7K
Event2026-03-31
Filed2026-05-04
LMT
4.74%LOCKHEED MARTIN CORP
Shares3.0K
Event2026-03-31
Filed2026-05-04
AXP
5.38%AMERICAN EXPRESS CO
Shares6.0K
Event2026-03-31
Filed2026-05-04
MU
9.91%MICRON TECHNOLOGY INC
Shares5.3K
Event2026-03-31
Filed2026-05-04
AMD
15.57%ADVANCED MICRO DEVICES INC
Shares8.6K
Event2026-03-31
Filed2026-05-04
PEP
5.28%PEPSICO INC
Shares11.1K
Event2026-03-31
Filed2026-05-04
HON
5.90%HONEYWELL INTL INC
Shares7.6K
Event2026-03-31
Filed2026-05-04
CITIGROUP INC
10.26%CITIGROUP INC
Shares15.2K
Event2026-03-31
Filed2026-05-04
ADI
5.56%ANALOG DEVICES INC
Shares5.3K
Event2026-03-31
Filed2026-05-04
IGSB
-21.49%ISHARES TR
Shares31.7K
Event2026-03-31
Filed2026-05-04
COP
9.33%CONOCOPHILLIPS
Shares12.6K
Event2026-03-31
Filed2026-05-04
LOW
3.86%LOWES COS INC
Shares7.0K
Event2026-03-31
Filed2026-05-04
DIS
6.58%DISNEY WALT CO
Shares17.1K
Event2026-03-31
Filed2026-05-04
GLW
6.69%CORNING INC
Shares12.0K
Event2026-03-31
Filed2026-05-04
INTU
8.03%INTUIT
Shares3.8K
Event2026-03-31
Filed2026-05-04
QCOM
3.81%QUALCOMM INC
Shares12.6K
Event2026-03-31
Filed2026-05-04
VO
-15.21%VANGUARD INDEX FDS
Shares5.5K
Event2026-03-31
Filed2026-05-04
GEV
12.07%GE VERNOVA INC
Shares1.8K
Event2026-03-31
Filed2026-05-04
CME
6.34%CME GROUP INC
Shares5.3K
Event2026-03-31
Filed2026-05-04
DE
4.96%DEERE & CO
Shares2.8K
Event2026-03-31
Filed2026-05-04
EATON CORP PLC
5.74%EATON CORP PLC
Shares4.3K
Event2026-03-31
Filed2026-05-04
TMUS
4.23%T-MOBILE US INC
Shares7.3K
Event2026-03-31
Filed2026-05-04
ABT
4.36%ABBOTT LABORATORIES
Shares14.8K
Event2026-03-31
Filed2026-05-04
MLPA
-10.64%GLOBAL X FDS
Shares28.2K
Event2026-03-31
Filed2026-05-04
WMB
3.27%WILLIAMS COS INC
Shares20.6K
Event2026-03-31
Filed2026-05-04
TOTALENERGIES SE
-2.36%TOTALENERGIES SE
Shares16.3K
Event2026-03-31
Filed2026-05-04
APH
10.17%AMPHENOL CORP
Shares11.7K
Event2026-03-31
Filed2026-05-04
GILD
12.91%GILEAD SCIENCES INC
Shares10.5K
Event2026-03-31
Filed2026-05-04
LYV
4.20%LIVE NATION ENTERTAINMENT IN
Shares9.6K
Event2026-03-31
Filed2026-05-04
GENERAL DYNAMICS CORP
8.08%GENERAL DYNAMICS CORP
Shares4.0K
Event2026-03-31
Filed2026-05-04
WELL
4.01%WELLTOWER INC
Shares7.0K
Event2026-03-31
Filed2026-05-04
CMI
8.10%CUMMINS INC
Shares2.5K
Event2026-03-31
Filed2026-05-04
LINDE PLC
12.95%LINDE PLC
Shares2.7K
Event2026-03-31
Filed2026-05-04
SCHW
10.04%SCHWAB CHARLES CORP
Shares14.3K
Event2026-03-31
Filed2026-05-04
T
5.37%AT&T INC
Shares46.1K
Event2026-03-31
Filed2026-05-04
TMO
7.11%THERMO FISHER SCIENTIFIC INC
Shares2.7K
Event2026-03-31
Filed2026-05-04
WM
7.45%WASTE MGMT INC DEL
Shares5.7K
Event2026-03-31
Filed2026-05-04
VZ
14.14%VERIZON COMMUNICATIONS INC
Shares25.5K
Event2026-03-31
Filed2026-05-04
TBLA
0.00%TABOOLA.COM LTD
Shares407.6K
Event2026-03-31
Filed2026-05-04
SEAGATE TECHNOLOGY HLDNGS PL
8.80%SEAGATE TECHNOLOGY HLDNGS PL
Shares3.2K
Event2026-03-31
Filed2026-05-04
ISRG
6.03%INTUITIVE SURGICAL INC
Shares2.7K
Event2026-03-31
Filed2026-05-04
UNP
5.77%UNION PAC CORP
Shares5.1K
Event2026-03-31
Filed2026-05-04
VLO
3.87%VALERO ENERGY CORP
Shares5.0K
Event2026-03-31
Filed2026-05-04
BHP
3.25%BHP BILLITON LIMITED
Shares16.6K
Event2026-03-31
Filed2026-05-04
PH
3.29%PARKER-HANNIFIN CORP
Shares1.3K
Event2026-03-31
Filed2026-05-04
VTI
40.77%VANGUARD INDEX FDS
Shares3.7K
Event2026-03-31
Filed2026-05-04
SPGI
6.65%S&P GLOBAL INC
Shares2.8K
Event2026-03-31
Filed2026-05-04
SO
8.12%SOUTHERN CO
Shares12.3K
Event2026-03-31
Filed2026-05-04
BA
9.40%BOEING CO
Shares5.9K
Event2026-03-31
Filed2026-05-04
VIS
-21.80%VANGUARD WORLD FD
Shares3.8K
Event2026-03-31
Filed2026-05-04
IEF
-1.37%ISHARES TR
Shares12.3K
Event2026-03-31
Filed2026-05-04
DUKE ENERGY CORP NEW
9.22%DUKE ENERGY CORP NEW
Shares8.9K
Event2026-03-31
Filed2026-05-04
VDE
0.00%VANGUARD WORLD FD
Shares6.6K
Event2026-03-31
Filed2026-05-04
PGR
7.22%PROGRESSIVE CORP
Shares5.8K
Event2026-03-31
Filed2026-05-04
MUFG
-7.77%MITSUBISHI UFJ FINANCIAL GRO
Shares67.0K
Event2026-03-31
Filed2026-05-04
ADP
6.65%AUTOMATIC DATA PROCESSING IN
Shares5.6K
Event2026-03-31
Filed2026-05-04
ACCENTURE PLC IRELAND
4.86%ACCENTURE PLC IRELAND
Shares5.7K
Event2026-03-31
Filed2026-05-04
CB
10.63%CHUBB LTD SWITZ
Shares3.5K
Event2026-03-31
Filed2026-05-04
SYK
8.82%STRYKER CORPORATION
Shares3.4K
Event2026-03-31
Filed2026-05-04
EQIX
1.36%EQUINIX INC
Shares1.1K
Event2026-03-31
Filed2026-05-04
OEF
0.00%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-04
TDG
9.85%TRANSDIGM GROUP INC
Shares937
Event2026-03-31
Filed2026-05-04
VANGUARD INDEX FDS
27.23%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-05-04
MCK
7.58%MCKESSON CORP
Shares1.2K
Event2026-03-31
Filed2026-05-04
MO
7.45%ALTRIA GROUP INC
Shares16.1K
Event2026-03-31
Filed2026-05-04
RY
1.36%ROYAL BK CDA
Shares6.5K
Event2026-03-31
Filed2026-05-04
EMR
9.65%EMERSON ELEC CO
Shares8.0K
Event2026-03-31
Filed2026-05-04
SAP
0.98%SAP SE
Shares6.1K
Event2026-03-31
Filed2026-05-04
COF
12.61%CAPITAL ONE FINL CORP
Shares5.6K
Event2026-03-31
Filed2026-05-04
CTAS
4.99%CINTAS CORP
Shares6.0K
Event2026-03-31
Filed2026-05-04
HCA
3.38%HCA HEALTHCARE INC
Shares2.1K
Event2026-03-31
Filed2026-05-04
CEG
10.74%CONSTELLATION ENERGY CORP
Shares3.6K
Event2026-03-31
Filed2026-05-04
PSX
5.79%PHILLIPS 66
Shares5.4K
Event2026-03-31
Filed2026-05-04
VTEB
0.00%VANGUARD MUN BD FDS
Shares19.9K
Event2026-03-31
Filed2026-05-04
EQNR
-0.75%EQUINOR ASA
Shares23.2K
Event2026-03-31
Filed2026-05-04
ENB
2.85%ENBRIDGE INC
Shares18.1K
Event2026-03-31
Filed2026-05-04
MAR
10.32%MARRIOTT INTL INC NEW
Shares3.0K
Event2026-03-31
Filed2026-05-04
PNC
10.37%PNC FINL SVCS GROUP INC
Shares4.7K
Event2026-03-31
Filed2026-05-04
CSX
9.27%CSX CORP
Shares23.7K
Event2026-03-31
Filed2026-05-04
UBS
2.95%UBS GROUP AG
Shares24.6K
Event2026-03-31
Filed2026-05-04
BK
11.94%BANK NEW YORK MELLON CORP
Shares8.1K
Event2026-03-31
Filed2026-05-04
RIO
1.97%RIO TINTO PLC
Shares10.2K
Event2026-03-31
Filed2026-05-04
ORLY
6.18%OREILLY AUTOMOTIVE INC
Shares10.1K
Event2026-03-31
Filed2026-05-04
MMC
7.45%MARSH & MCLENNAN COS INC
Shares5.3K
Event2026-03-31
Filed2026-05-04
DHR
9.74%DANAHER CORP DEL
Shares4.8K
Event2026-03-31
Filed2026-05-04
ITW
4.94%ILLINOIS TOOL WKS INC
Shares3.5K
Event2026-03-31
Filed2026-05-04
AEP
7.43%AMERICAN ELEC PWR CO INC
Shares7.0K
Event2026-03-31
Filed2026-05-04
PHM
6.95%PULTE GROUP INC
Shares7.7K
Event2026-03-31
Filed2026-05-04
SHW
2.89%SHERWIN WILLIAMS CO
Shares2.8K
Event2026-03-31
Filed2026-05-04
UNILEVER PLC
0.34%UNILEVER PLC
Shares15.7K
Event2026-03-31
Filed2026-05-04
TRV
5.80%TRAVELERS COMPANIES INC
Shares3.0K
Event2026-03-31
Filed2026-05-04
SMFG
-4.60%SUMITOMO MITSUI FIN GRP INC
Shares44.9K
Event2026-03-31
Filed2026-05-04
BBVA
0.90%BANCO BILBAO VIZCAYA ARGENTA
Shares40.9K
Event2026-03-31
Filed2026-05-04
MGC
-2.45%VANGUARD WORLD FD
Shares3.7K
Event2026-03-31
Filed2026-05-04
HLT
10.18%HILTON WORLDWIDE HLDGS INC
Shares2.9K
Event2026-03-31
Filed2026-05-04
SPG
5.89%SIMON PPTY GROUP INC NEW
Shares4.7K
Event2026-03-31
Filed2026-05-04
MMM
17.19%3M CO
Shares6.0K
Event2026-03-31
Filed2026-05-04
SCCO
1.83%SOUTHERN COPPER CORP
Shares5.0K
Event2026-03-31
Filed2026-05-04
MSI
10.19%MOTOROLA SOLUTIONS INC
Shares2.0K
Event2026-03-31
Filed2026-05-04
THE CIGNA GROUP
7.24%THE CIGNA GROUP
Shares3.2K
Event2026-03-31
Filed2026-05-04
BP
1.13%BP PLC
Shares18.2K
Event2026-03-31
Filed2026-05-04
TT
13.01%TRANE TECHNOLOGIES PLC
Shares2.0K
Event2026-03-31
Filed2026-05-04
AZO
5.96%AUTOZONE INC
Shares249
Event2026-03-31
Filed2026-05-04
AFL
10.53%AFLAC INC
Shares7.6K
Event2026-03-31
Filed2026-05-04
NSC
11.28%NORFOLK SOUTHN CORP
Shares2.9K
Event2026-03-31
Filed2026-05-04
SBUX
12.71%STARBUCKS CORP
Shares9.3K
Event2026-03-31
Filed2026-05-04
PLTR
56.44%PALANTIR TECHNOLOGIES INC
Shares5.6K
Event2026-03-31
Filed2026-05-04
VT
4.66%VANGUARD INTL EQUITY INDEX F
Shares5.9K
Event2026-03-31
Filed2026-05-04
JCI
13.27%JOHNSON CONTROLS INTERNATION
Shares6.2K
Event2026-03-31
Filed2026-05-04
RSG
12.11%REPUBLIC SVCS INC
Shares3.7K
Event2026-03-31
Filed2026-05-04
DRI
9.05%DARDEN RESTAURANTS INC
Shares4.1K
Event2026-03-31
Filed2026-05-04
ARISTA NETWORKS INC
24.34%ARISTA NETWORKS INC
Shares6.5K
Event2026-03-31
Filed2026-05-04
SAN
2.93%BANCO SANTANDER SA
Shares70.3K
Event2026-03-31
Filed2026-05-04
MLM
6.50%MARTIN MARIETTA MATLS INC
Shares1.3K
Event2026-03-31
Filed2026-05-04
ICE
11.67%INTERCONTINENTAL EXCHANGE IN
Shares5.0K
Event2026-03-31
Filed2026-05-04
PFE
24.82%PFIZER INC
Shares27.9K
Event2026-03-31
Filed2026-05-04
TRGP
3.24%TARGA RES CORP
Shares3.1K
Event2026-03-31
Filed2026-05-04
FITB
67.64%FIFTH THIRD BANCORP
Shares16.8K
Event2026-03-31
Filed2026-05-04
CNQ
7.62%CANADIAN NAT RES LTD MED TER
Shares15.9K
Event2026-03-31
Filed2026-05-04
TPR
-5.45%TAPESTRY INC
Shares5.4K
Event2026-03-31
Filed2026-05-04
IJH
1.55%ISHARES TR
Shares11.2K
Event2026-03-31
Filed2026-05-04
AMT
14.89%AMERICAN TOWER CORP
Shares4.4K
Event2026-03-31
Filed2026-05-04
O
3.43%REALTY INCOME CORP
Shares12.1K
Event2026-03-31
Filed2026-05-04
ROST
11.79%ROSS STORES INC
Shares3.4K
Event2026-03-31
Filed2026-05-04
NVO
-6.97%NOVO-NORDISK A S
Shares19.9K
Event2026-03-31
Filed2026-05-04
PCAR
11.40%PACCAR INC
Shares6.3K
Event2026-03-31
Filed2026-05-04
KMI
10.50%KINDER MORGAN INC DEL
Shares21.7K
Event2026-03-31
Filed2026-05-04
AGZ
54.53%ISHARES TR
Shares6.6K
Event2026-03-31
Filed2026-05-04
INTC
36.49%INTEL CORP
Shares16.4K
Event2026-03-31
Filed2026-05-04
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-05-04
SNA
5.79%SNAP ON INC
Shares2.0K
Event2026-03-31
Filed2026-05-04
IRM
7.17%IRON MTN INC DEL
Shares7.0K
Event2026-03-31
Filed2026-05-04
VRTX
13.36%VERTEX PHARMACEUTICALS INC
Shares1.6K
Event2026-03-31
Filed2026-05-04
BSX
10.19%BOSTON SCIENTIFIC CORP
Shares11.2K
Event2026-03-31
Filed2026-05-04
FDX
16.57%FEDEX CORP
Shares2.0K
Event2026-03-31
Filed2026-05-04
OKE
10.19%ONEOK INC NEW
Shares7.7K
Event2026-03-31
Filed2026-05-04
CAH
12.79%CARDINAL HEALTH INC
Shares3.3K
Event2026-03-31
Filed2026-05-04
LHX
15.06%L3HARRIS TECHNOLOGIES INC
Shares2.0K
Event2026-03-31
Filed2026-05-04
VHT
0.00%VANGUARD WORLD FD
Shares2.5K
Event2026-03-31
Filed2026-05-04
EBAY
12.69%EBAY INC.
Shares7.5K
Event2026-03-31
Filed2026-05-04
MDLZ
8.40%MONDELEZ INTL INC
Shares11.9K
Event2026-03-31
Filed2026-05-04
FCX
8.48%FREEPORT MCMORAN INC
Shares11.6K
Event2026-03-31
Filed2026-05-04
ADBE
7.50%ADOBE INC
Shares2.8K
Event2026-03-31
Filed2026-05-04
ALL
10.01%ALLSTATE CORP
Shares3.3K
Event2026-03-31
Filed2026-05-04
TD
1.47%TORONTO DOMINION BK ONT
Shares7.2K
Event2026-03-31
Filed2026-05-04
AON PLC
14.94%AON PLC
Shares2.1K
Event2026-03-31
Filed2026-05-04
DELL
13.90%DELL TECHNOLOGIES INC
Shares4.1K
Event2026-03-31
Filed2026-05-04
VFH
-6.46%VANGUARD WORLD FD
Shares5.5K
Event2026-03-31
Filed2026-05-04
VST
14.32%VISTRA CORP
Shares4.4K
Event2026-03-31
Filed2026-05-04
GSK PLC
1.10%GSK PLC
Shares11.9K
Event2026-03-31
Filed2026-05-04
BMY
19.65%BRISTOL-MYERS SQUIBB CO
Shares10.9K
Event2026-03-31
Filed2026-05-04
DLR
16.34%DIGITAL RLTY TR INC
Shares3.7K
Event2026-03-31
Filed2026-05-04
FAST
12.18%FASTENAL CO
Shares14.2K
Event2026-03-31
Filed2026-05-04
TGT
20.22%TARGET CORP
Shares5.4K
Event2026-03-31
Filed2026-05-04
NEM
21.88%NEWMONT CORP
Shares6.0K
Event2026-03-31
Filed2026-05-04
NOW
9.33%SERVICENOW INC
Shares6.2K
Event2026-03-31
Filed2026-05-04
ED
15.59%CONSOLIDATED EDISON INC
Shares5.7K
Event2026-03-31
Filed2026-05-04
ELV
11.26%ELEVANCE HEALTH INC FORMERLY
Shares2.2K
Event2026-03-31
Filed2026-05-04
PWR
-7.78%QUANTA SVCS INC
Shares1.2K
Event2026-03-31
Filed2026-05-04
MNST
9.89%MONSTER BEVERAGE CORP NEW
Shares8.8K
Event2026-03-31
Filed2026-05-04
VOX
-0.14%VANGUARD WORLD FD
Shares3.5K
Event2026-03-31
Filed2026-05-04
ETR
15.96%ENTERGY CORP NEW
Shares5.6K
Event2026-03-31
Filed2026-05-04
VALE
3.61%VALE S A
Shares39.5K
Event2026-03-31
Filed2026-05-04
E
1.96%ENI SPA
Shares11.1K
Event2026-03-31
Filed2026-05-04
FERGUSON ENTERPRISES INC
-0.19%FERGUSON ENTERPRISES INC
Shares2.7K
Event2026-03-31
Filed2026-05-04
NDAQ
14.04%NASDAQ INC
Shares7.3K
Event2026-03-31
Filed2026-05-04
EOG
21.08%EOG RES INC
Shares4.3K
Event2026-03-31
Filed2026-05-04
SRE
16.21%SEMPRA
Shares6.4K
Event2026-03-31
Filed2026-05-04
CENCORA INC
14.11%CENCORA INC
Shares2.0K
Event2026-03-31
Filed2026-05-04
SNPS
-1.33%SYNOPSYS INC
Shares1.6K
Event2026-03-31
Filed2026-05-04
YUM
8.01%YUM BRANDS INC
Shares4.0K
Event2026-03-31
Filed2026-05-04
SONY
-4.20%SONY GROUP CORP
Shares29.3K
Event2026-03-31
Filed2026-05-04
USB
22.91%US BANCORP
Shares11.6K
Event2026-03-31
Filed2026-05-04
RF
13.41%REGIONS FINANCIAL CORP NEW
Shares23.1K
Event2026-03-31
Filed2026-05-04
PEG
11.18%PUBLIC SVC ENTERPRISE GROUP
Shares7.4K
Event2026-03-31
Filed2026-05-04
CTVA
15.33%CORTEVA INC
Shares7.1K
Event2026-03-31
Filed2026-05-04
STT
14.26%STATE STR CORP
Shares4.7K
Event2026-03-31
Filed2026-05-04
CMCSA
17.07%COMCAST CORP NEW
Shares20.6K
Event2026-03-31
Filed2026-05-04
XEL
14.05%XCEL ENERGY INC
Shares7.4K
Event2026-03-31
Filed2026-05-04
WSM
4.45%WILLIAMS SONOMA INC
Shares3.2K
Event2026-03-31
Filed2026-05-04
CVS
21.38%CVS HEALTH CORP
Shares8.1K
Event2026-03-31
Filed2026-05-04
MEDTRONIC PLC
21.01%MEDTRONIC PLC
Shares6.7K
Event2026-03-31
Filed2026-05-04
GM
17.99%GENERAL MTRS CO
Shares7.8K
Event2026-03-31
Filed2026-05-04
APD
18.22%AIR PRODUCTS AND CHEMICALS I
Shares2.0K
Event2026-03-31
Filed2026-05-04
PSA
0.95%PUBLIC STORAGE OPER CO
Shares2.1K
Event2026-03-31
Filed2026-05-04
EXC
14.37%EXELON CORP
Shares11.6K
Event2026-03-31
Filed2026-05-04
CL
14.32%COLGATE PALMOLIVE CO
Shares6.6K
Event2026-03-31
Filed2026-05-04
TE CONNECTIVITY PLC
17.77%TE CONNECTIVITY PLC
Shares2.7K
Event2026-03-31
Filed2026-05-04
ECL
16.80%ECOLAB INC
Shares2.1K
Event2026-03-31
Filed2026-05-04
LITE
5.05%LUMENTUM HLDGS INC
Shares790
Event2026-03-31
Filed2026-05-04
MCO
13.42%MOODYS CORP
Shares1.3K
Event2026-03-31
Filed2026-05-04
ADM
16.64%ARCHER DANIELS MIDLAND CO
Shares7.5K
Event2026-03-31
Filed2026-05-04
CDNS
17.26%CADENCE DESIGN SYSTEM INC
Shares2.0K
Event2026-03-31
Filed2026-05-04
SU
0.45%SUNCOR ENERGY INC NEW
Shares8.2K
Event2026-03-31
Filed2026-05-04
HPE
20.75%HEWLETT PACKARD ENTERPRISE C
Shares22.8K
Event2026-03-31
Filed2026-05-04
CMG
14.48%CHIPOTLE MEXICAN GRILL INC
Shares16.8K
Event2026-03-31
Filed2026-05-04
BTI
2.97%BRITISH AMERN TOB PLC
Shares9.2K
Event2026-03-31
Filed2026-05-04
TFC
18.66%TRUIST FINL CORP
Shares11.5K
Event2026-03-31
Filed2026-05-04
INVESCO QQQ TR
-63.07%INVESCO QQQ TR
Shares907
Event2026-03-31
Filed2026-05-04
USHY
-1.41%ISHARES TR
Shares14.1K
Event2026-03-31
Filed2026-05-04
EA
11.96%ELECTRONIC ARTS INC
Shares2.5K
Event2026-03-31
Filed2026-05-04
BLACKSTONE INC
17.55%BLACKSTONE INC
Shares4.4K
Event2026-03-31
Filed2026-05-04
ING
2.79%ING GROEP N.V.
Shares19.5K
Event2026-03-31
Filed2026-05-04
MFG
1.11%MIZUHO FINANCIAL GROUP INC
Shares63.8K
Event2026-03-31
Filed2026-05-04
TTD
11.64%THE TRADE DESK INC
Shares22.3K
Event2026-03-31
Filed2026-05-04
SNY
-4.37%SANOFI SA
Shares10.5K
Event2026-03-31
Filed2026-05-04
UBER
17.53%UBER TECHNOLOGIES INC
Shares7.0K
Event2026-03-31
Filed2026-05-04
ROK
15.75%ROCKWELL AUTOMATION INC
Shares1.4K
Event2026-03-31
Filed2026-05-04
PBR
2.97%PETROLEO BRASILEIRO S A
Shares24.1K
Event2026-03-31
Filed2026-05-04
MET
15.51%METLIFE INC
Shares7.1K
Event2026-03-31
Filed2026-05-04
AJG
10.66%GALLAGHER ARTHUR J & CO
Shares2.3K
Event2026-03-31
Filed2026-05-04
PANW
68.72%PALO ALTO NETWORKS INC
Shares3.1K
Event2026-03-31
Filed2026-05-04
ET
0.00%ENERGY TRANSFER L P
Shares25.4K
Event2026-03-31
Filed2026-05-04
MFC
-2.53%MANULIFE FINL CORP
Shares14.3K
Event2026-03-31
Filed2026-05-04
HWM
5.55%HOWMET AEROSPACE INC
Shares2.1K
Event2026-03-31
Filed2026-05-04
FANG
17.13%DIAMONDBACK ENERGY INC
Shares2.5K
Event2026-03-31
Filed2026-05-04
DXJ
0.00%WISDOMTREE TR
Shares3.1K
Event2026-03-31
Filed2026-05-04
AMP
11.83%AMERIPRISE FINL INC
Shares1.1K
Event2026-03-31
Filed2026-05-04
HUBBELL INC
11.31%HUBBELL INC
Shares984
Event2026-03-31
Filed2026-05-04
SLB
26.36%SLB LIMITED
Shares9.4K
Event2026-03-31
Filed2026-05-04
CARR
18.37%CARRIER GLOBAL CORPORATION
Shares8.6K
Event2026-03-31
Filed2026-05-04
KR
13.05%KROGER CO
Shares6.6K
Event2026-03-31
Filed2026-05-04
GWW
8.44%WW GRAINGER INC
Shares437
Event2026-03-31
Filed2026-05-04
RL
13.88%RALPH LAUREN CORP
Shares1.4K
Event2026-03-31
Filed2026-05-04
F
16.90%FORD MTR CO
Shares40.9K
Event2026-03-31
Filed2026-05-04
CM
4.41%CANADIAN IMPERIAL BANK OF CO
Shares5.0K
Event2026-03-31
Filed2026-05-04
BKR
19.19%BAKER HUGHES COMPANY
Shares7.7K
Event2026-03-31
Filed2026-05-04
RELX
-1.53%RELX PLC
Shares14.0K
Event2026-03-31
Filed2026-05-04
URI
16.88%UNITED RENTALS INC
Shares637
Event2026-03-31
Filed2026-05-04
CNP
11.96%CENTERPOINT ENERGY INC
Shares10.7K
Event2026-03-31
Filed2026-05-04
REGN
22.93%REGENERON PHARMACEUTICALS
Shares595
Event2026-03-31
Filed2026-05-04
LNG
7.08%CHENIERE ENERGY INC
Shares1.6K
Event2026-03-31
Filed2026-05-04
DHI
14.48%D R HORTON INC
Shares3.3K
Event2026-03-31
Filed2026-05-04
ODFL
17.90%OLD DOMINION FREIGHT LINE IN
Shares2.3K
Event2026-03-31
Filed2026-05-04
BABA
27.66%ALIBABA GROUP HLDG LTD
Shares3.6K
Event2026-03-31
Filed2026-05-04
AIG
17.74%AMERICAN INTL GROUP INC
Shares5.9K
Event2026-03-31
Filed2026-05-04
PAYX
15.27%PAYCHEX INC
Shares4.8K
Event2026-03-31
Filed2026-05-04
BUNGE GLOBAL SA
18.00%BUNGE GLOBAL SA
Shares3.4K
Event2026-03-31
Filed2026-05-04
SYY
19.68%SYSCO CORP
Shares6.0K
Event2026-03-31
Filed2026-05-04
ACGL
9.37%ARCH CAP GROUP LTD
Shares4.5K
Event2026-03-31
Filed2026-05-04
NRG
12.55%NRG ENERGY INC
Shares2.9K
Event2026-03-31
Filed2026-05-04
CBRE
6.57%CBRE GROUP INC
Shares3.1K
Event2026-03-31
Filed2026-05-04
NUE
15.16%NUCOR CORP
Shares2.5K
Event2026-03-31
Filed2026-05-04
BMO
2.88%BANK MONTREAL MEDIUM
Shares3.1K
Event2026-03-31
Filed2026-05-04
MSCI
15.20%MSCI INC
Shares788
Event2026-03-31
Filed2026-05-04
SHOP
-1.30%SHOPIFY INC
Shares3.6K
Event2026-03-31
Filed2026-05-04
MCHP
21.73%MICROCHIP TECHNOLOGY INC.
Shares6.5K
Event2026-03-31
Filed2026-05-04
PRU
8.18%PRUDENTIAL FINL INC
Shares4.3K
Event2026-03-31
Filed2026-05-04
VTR
9.89%VENTAS INC
Shares5.1K
Event2026-03-31
Filed2026-05-04
EIX
28.19%EDISON INTL
Shares5.7K
Event2026-03-31
Filed2026-05-04
IMO
2.16%IMPERIAL OIL LTD
Shares3.2K
Event2026-03-31
Filed2026-05-04
ADSK
20.51%AUTODESK INC
Shares1.7K
Event2026-03-31
Filed2026-05-04
GRMN
20.58%GARMIN LTD
Shares1.8K
Event2026-03-31
Filed2026-05-04
PIN
3.28%INVESCO INDIA EXCHANGE-TRADE
Shares19.6K
Event2026-03-31
Filed2026-05-04
RJF
18.15%RAYMOND JAMES FINL INC
Shares2.8K
Event2026-03-31
Filed2026-05-04
OMC
9.97%OMNICOM GROUP INC
Shares5.3K
Event2026-03-31
Filed2026-05-04
BCS
1.29%BARCLAYS PLC
Shares18.8K
Event2026-03-31
Filed2026-05-04
IDXX
22.73%IDEXX LABS INC
Shares702
Event2026-03-31
Filed2026-05-04
MARVELL TECHNOLOGY INC
11.74%MARVELL TECHNOLOGY INC
Shares4.0K
Event2026-03-31
Filed2026-05-04
CF
NewCF INDUSTRIES HOLD
Shares3.0K
Event2026-03-31
Filed2026-05-04
PDD
-0.68%PDD HOLDINGS INC
Shares3.8K
Event2026-03-31
Filed2026-05-04
GPC
14.33%GENUINE PARTS CO
Shares3.7K
Event2026-03-31
Filed2026-05-04
EXR
8.90%EXTRA SPACE STORAGE INC
Shares2.9K
Event2026-03-31
Filed2026-05-04
HBAN
17.26%HUNTINGTON BANCSHARES INC
Shares24.4K
Event2026-03-31
Filed2026-05-04
TER
23.06%TERADYNE INC
Shares1.3K
Event2026-03-31
Filed2026-05-04
NXPI
18.20%NXP SEMICONDUCTORS N V
Shares1.9K
Event2026-03-31
Filed2026-05-04
BN
1.57%BROOKFIELD CORP
Shares9.4K
Event2026-03-31
Filed2026-05-04
TRP
-0.66%TC ENERGY CORP
Shares6.1K
Event2026-03-31
Filed2026-05-04
OHI
5.28%OMEGA HEALTHCARE INVS INC
Shares8.6K
Event2026-03-31
Filed2026-05-04
DLTR
16.81%DOLLAR TREE INC
Shares3.4K
Event2026-03-31
Filed2026-05-04
IJR
-2.49%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-04
HIG
22.96%HARTFORD INSURANCE GROUP INC
Shares2.8K
Event2026-03-31
Filed2026-05-04
AME
26.35%AMETEK INC
Shares1.7K
Event2026-03-31
Filed2026-05-04
IVV
0.00%ISHARES TR
Shares566
Event2026-03-31
Filed2026-05-04
CRH PLC
20.60%CRH PLC
Shares3.5K
Event2026-03-31
Filed2026-05-04
MPWR
26.52%MONOLITHIC PWR SYS INC
Shares334
Event2026-03-31
Filed2026-05-04
MTB
24.68%M & T BK CORP
Shares1.8K
Event2026-03-31
Filed2026-05-04
CROWN CASTLE INC
17.63%CROWN CASTLE INC
Shares4.4K
Event2026-03-31
Filed2026-05-04
EW
22.05%EDWARDS LIFESCIENCES CORP
Shares4.5K
Event2026-03-31
Filed2026-05-04
VCR
0.00%VANGUARD WORLD FD
Shares1.0K
Event2026-03-31
Filed2026-05-04
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares1.7K
Event2026-03-31
Filed2026-05-04
NVR
14.58%NVR INC
Shares55
Event2026-03-31
Filed2026-05-04
VXUS
NewVANGUARD STAR FDS
Shares4.7K
Event2026-03-31
Filed2026-05-04
FXY
-5.20%INVESCO CURRENCYSHARES
Shares6.2K
Event2026-03-31
Filed2026-05-04
CTRA
16.01%COTERRA ENERGY INC
Shares10.2K
Event2026-03-31
Filed2026-05-04
WEC ENERGY GROUP INC
25.89%WEC ENERGY GROUP INC
Shares3.1K
Event2026-03-31
Filed2026-05-04
FE
22.93%FIRSTENERGY CORP
Shares7.0K
Event2026-03-31
Filed2026-05-04
NTAP
14.73%NETAPP INC
Shares3.5K
Event2026-03-31
Filed2026-05-04
IX
-6.18%ORIX CORP
Shares11.8K
Event2026-03-31
Filed2026-05-04
DTE
23.05%DTE ENERGY CO
Shares2.4K
Event2026-03-31
Filed2026-05-04
NATIONAL GRID PLC
2.07%NATIONAL GRID PLC
Shares4.1K
Event2026-03-31
Filed2026-05-04
EG
10.35%EVEREST GROUP LTD
Shares1.1K
Event2026-03-31
Filed2026-05-04
OTIS
10.92%OTIS WORLDWIDE CORP
Shares4.5K
Event2026-03-31
Filed2026-05-04
NKE
30.84%NIKE INC
Shares6.5K
Event2026-03-31
Filed2026-05-04
DOV
11.80%DOVER CORP
Shares1.6K
Event2026-03-31
Filed2026-05-04
UPS
36.55%UNITED PARCEL SVCS INC
Shares3.5K
Event2026-03-31
Filed2026-05-04
AA
3.42%ALCOA CORP
Shares5.1K
Event2026-03-31
Filed2026-05-04
FTNT
43.02%FORTINET INC
Shares4.2K
Event2026-03-31
Filed2026-05-04
D
24.22%DOMINION ENERGY INC
Shares5.5K
Event2026-03-31
Filed2026-05-04
BNS
2.19%BANK NOVA SCOTIA B C
Shares4.9K
Event2026-03-31
Filed2026-05-04
VMC
24.92%VULCAN MATLS CO
Shares1.2K
Event2026-03-31
Filed2026-05-04
ATO
15.90%ATMOS ENERGY CORP
Shares1.8K
Event2026-03-31
Filed2026-05-04
VRSN
28.03%VERISIGN INC
Shares1.4K
Event2026-03-31
Filed2026-05-04
VRSK
9.10%VERISK ANALYTICS INC
Shares1.8K
Event2026-03-31
Filed2026-05-04
WPM
1.22%WHEATON PRECIOUS METALS CORP
Shares2.6K
Event2026-03-31
Filed2026-05-04
CINF
23.71%CINCINNATI FINL CORP
Shares2.1K
Event2026-03-31
Filed2026-05-04
THOMSON REUTERS CORP
-17.69%THOMSON REUTERS CORP
Shares3.7K
Event2026-03-31
Filed2026-05-04
AEE
30.32%AMEREN CORP
Shares3.1K
Event2026-03-31
Filed2026-05-04
HSY
29.73%HERSHEY CO
Shares1.6K
Event2026-03-31
Filed2026-05-04
IONS
3.68%IONIS PHARMACEUTICALS INC
Shares4.4K
Event2026-03-31
Filed2026-05-04
CSL
-3.98%CARLISLE COS INC
Shares989
Event2026-03-31
Filed2026-05-04
PFG
11.01%PRINCIPAL FINANCIAL GROUP IN
Shares3.6K
Event2026-03-31
Filed2026-05-04
DVA
19.91%DAVITA INC
Shares2.1K
Event2026-03-31
Filed2026-05-04
OXY
NewOCCIDENTAL PETE CORP
Shares5.0K
Event2026-03-31
Filed2026-05-04
DGX
22.10%QUEST DIAGNOSTICS INC
Shares1.6K
Event2026-03-31
Filed2026-05-04
STLD
6.38%STEEL DYNAMICS INC
Shares1.8K
Event2026-03-31
Filed2026-05-04
SPDW
0.00%SPDR INDEX SHS FDS
Shares6.9K
Event2026-03-31
Filed2026-05-04
ULTA
21.84%ULTA BEAUTY INC
Shares597
Event2026-03-31
Filed2026-05-04
ES
23.07%EVERSOURCE ENERGY
Shares4.5K
Event2026-03-31
Filed2026-05-04
NDSN
21.06%NORDSON CORP
Shares1.2K
Event2026-03-31
Filed2026-05-04
KEYS
NewKEYSIGHT TECHNOLOGIES INC
Shares1.1K
Event2026-03-31
Filed2026-05-04
AMG
2.68%AFFILIATED MANAGERS GROUP
Shares1.1K
Event2026-03-31
Filed2026-05-04
CANADIAN PACIFIC KANSAS CITY
-5.46%CANADIAN PACIFIC KANSAS CITY
Shares3.9K
Event2026-03-31
Filed2026-05-04
WDFC
0.00%WD 40 CO
Shares1.5K
Event2026-03-31
Filed2026-05-04
CASY
6.06%CASEYS GEN STORES INC
Shares420
Event2026-03-31
Filed2026-05-04
VEU
20.53%VANGUARD INTL EQUITY INDEX F
Shares4.0K
Event2026-03-31
Filed2026-05-04
WRB
23.73%BERKLEY W R CORP
Shares4.5K
Event2026-03-31
Filed2026-05-04
LH
16.42%LABCORP HOLDINGS INC
Shares1.1K
Event2026-03-31
Filed2026-05-04
LNT
31.85%ALLIANT ENERGY CORP
Shares4.1K
Event2026-03-31
Filed2026-05-04
CTSH
25.36%COGNIZANT TECHNOLOGY SOLUTIO
Shares4.8K
Event2026-03-31
Filed2026-05-04
BARRICK MNG CORP
1.20%BARRICK MNG CORP
Shares7.2K
Event2026-03-31
Filed2026-05-04
ROP
16.02%ROPER TECHNOLOGIES INC
Shares833
Event2026-03-31
Filed2026-05-04
AWK
36.10%AMERICAN WTR WKS CO INC NEW
Shares2.2K
Event2026-03-31
Filed2026-05-04
RS
-4.06%RELIANCE INC
Shares968
Event2026-03-31
Filed2026-05-04
CNI
5.03%CANADIAN NATL RY CO
Shares2.8K
Event2026-03-31
Filed2026-05-04
A
19.98%AGILENT TECHNOLOGIES INC
Shares2.6K
Event2026-03-31
Filed2026-05-04
CFG
33.69%CITIZENS FINL GROUP INC
Shares4.8K
Event2026-03-31
Filed2026-05-04
KIM
12.58%KIMCO REALTY CORP
Shares12.8K
Event2026-03-31
Filed2026-05-04
NTES
1.19%NETEASE COM INC
Shares2.6K
Event2026-03-31
Filed2026-05-04
PBA
1.79%PEMBINA PIPELINE CORP
Shares6.4K
Event2026-03-31
Filed2026-05-04
SYF
30.13%SYNCHRONY FINANCIAL
Shares4.2K
Event2026-03-31
Filed2026-05-04
IEX
22.20%IDEX CORP
Shares1.5K
Event2026-03-31
Filed2026-05-04
SBAC
26.98%SBA COMMUNICATIONS CORP
Shares1.7K
Event2026-03-31
Filed2026-05-04
TSCO
6.23%TRACTOR SUPPLY CO
Shares6.2K
Event2026-03-31
Filed2026-05-04
JBL
NewJABIL INC
Shares1.0K
Event2026-03-31
Filed2026-05-04
RCL
NewROYAL CARIBBEAN GROUP
Shares1.0K
Event2026-03-31
Filed2026-05-04
IQV
24.61%IQVIA HLDGS INC
Shares1.6K
Event2026-03-31
Filed2026-05-04
WTW
31.02%WILLIS TOWERS WATSON PLC LTD
Shares946
Event2026-03-31
Filed2026-05-04
DVN
NewDEVON ENERGY CORP NEW
Shares5.4K
Event2026-03-31
Filed2026-05-04
WAB
NewWABTEC
Shares1.1K
Event2026-03-31
Filed2026-05-04
RACE
-4.72%FERRARI N V
Shares807
Event2026-03-31
Filed2026-05-04
CBOE
NewCBOE GLOBAL MKTS INC
Shares963
Event2026-03-31
Filed2026-05-04
TAK
5.69%TAKEDA PHARMACEUTICAL CO LTD
Shares14.6K
Event2026-03-31
Filed2026-05-04
BDX
31.12%BECTON DICKINSON & CO
Shares1.7K
Event2026-03-31
Filed2026-05-04
XYL
30.25%XYLEM INC
Shares2.3K
Event2026-03-31
Filed2026-05-04
ZTS
22.74%ZOETIS INC
Shares2.3K
Event2026-03-31
Filed2026-05-04
EVRG
NewEVERGY INC
Shares3.3K
Event2026-03-31
Filed2026-05-04
WDS
NewWOODSIDE ENERGY GROUP LTD
Shares11.3K
Event2026-03-31
Filed2026-05-04
MTD
28.48%METTLER TOLEDO INTERNATIONAL
Shares212
Event2026-03-31
Filed2026-05-04
CHRW
27.47%C H ROBINSON WORLDWIDE IN
Shares1.6K
Event2026-03-31
Filed2026-05-04
PYPL
20.12%PAYPAL HLDGS INC
Shares5.9K
Event2026-03-31
Filed2026-05-04
EQT CORP
NewEQT CORP
Shares4.2K
Event2026-03-31
Filed2026-05-04
DOW
NewDOW HLDGS INC
Shares6.3K
Event2026-03-31
Filed2026-05-04
BUD
-0.39%ANHEUSER BUSCH INBEV SA NV
Shares3.8K
Event2026-03-31
Filed2026-05-04
Call Option Holdings
SPY Call
NewSTATE STR SPDR S&P 500 ETF T
Shares309.6K
Event2026-03-31
Filed2026-05-04
Put Option Holdings
SPY Put
-5.11%STATE STR SPDR S&P 500 ETF T
Shares230.2K
Event2026-03-31
Filed2026-05-04
INVESCO QQQ TR Put
-47.54%INVESCO QQQ TR
Shares252.5K
Event2026-03-31
Filed2026-05-04
EFA Put
-6.67%ISHARES TR
Shares239.4K
Event2026-03-31
Filed2026-05-04
EEM Put
0.00%ISHARES TR
Shares29.1K
Event2026-03-31
Filed2026-05-04
VT Put
0.00%VANGUARD INTL EQUITY INDEX F
Shares3.2K
Event2026-03-31
Filed2026-05-04