The Analysis of CHOREO, LLC's Holdings & P&L


Currently, CHOREO, LLC holds 1613 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in SCHX (+2.0M shares, valued at $52.4M), SCHM (+809.4K shares, valued at $25.1M), SPAB (+912.0K shares, valued at $23.4M); decreased their positions in HD (-12.9K shares, valued at $4.2M), USRT (-54.2K shares, valued at $3.2M), MINT (-30.4K shares, valued at $3.1M); initiated new positions in USHY (+375.6K shares, valued at $13.8M), SCHO (+528.6K shares, valued at $12.8M), VCLT (+146.4K shares, valued at $10.9M).


1M P&L
-632.7M-6.92%
3M P&L
-3.0B-26.35%
HY P&L
-2.9B-25.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A4.7B
63.8%
2Consumer Electronics236.2M
3.2%
3Semiconductors224.1M
3.0%

Top Industries by Stock Count

1N/A456 stocks
30.6%
2Banks - Regional63 stocks
4.2%
3Software - Application40 stocks
2.7%
Stock Holdings
VUG
VANGUARD INDEX FDS
2.36%
Shares1.0M
Event2026-03-31
Filed2026-05-13
VTV
VANGUARD INDEX FDS
2.78%
Shares2.2M
Event2026-03-31
Filed2026-05-13
IWF
ISHARES TR
1.21%
Shares651.9K
Event2026-03-31
Filed2026-05-13
AAPL
APPLE INC
1.07%
Shares921.0K
Event2026-03-31
Filed2026-05-13
IEFA
ISHARES TR
8.03%
Shares2.2M
Event2026-03-31
Filed2026-05-13
BND
VANGUARD BD INDEX FDS
13.02%
Shares2.4M
Event2026-03-31
Filed2026-05-13
VBR
VANGUARD INDEX FDS
2.75%
Shares822.0K
Event2026-03-31
Filed2026-05-13
VWO
VANGUARD INTL EQUITY INDEX F
11.07%
Shares3.2M
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
9.29%
Shares279.9K
Event2026-03-31
Filed2026-05-13
VBK
VANGUARD INDEX FDS
1.60%
Shares531.8K
Event2026-03-31
Filed2026-05-13
NVDA
NVIDIA CORPORATION
2.23%
Shares913.7K
Event2026-03-31
Filed2026-05-13
MSFT
MICROSOFT CORP
-0.58%
Shares310.2K
Event2026-03-31
Filed2026-05-13
BAC
BANK AMERICA CORP
-0.35%
Shares2.0M
Event2026-03-31
Filed2026-05-13
IVV
ISHARES TR
2.38%
Shares139.8K
Event2026-03-31
Filed2026-05-13
SPY
STATE STR SPDR S&P 500 ETF T
4.83%
Shares371.4K
Event2026-03-31
Filed2026-05-13
SCHF
SCHWAB STRATEGIC TR
28.51%
Shares3.5M
Event2026-03-31
Filed2026-05-13
IWD
ISHARES TR
1.10%
Shares402.8K
Event2026-03-31
Filed2026-05-13
SCHX
SCHWAB STRATEGIC TR
157.63%
Shares3.3M
Event2026-03-31
Filed2026-05-13
VEA
VANGUARD TAX-MANAGED FDS
0.27%
Shares1.3M
Event2026-03-31
Filed2026-05-13
IEMG
ISHARES INC
5.09%
Shares1.1M
Event2026-03-31
Filed2026-05-13
DFIV
DIMENSIONAL ETF TRUST
3.26%
Shares1.5M
Event2026-03-31
Filed2026-05-13
AMZN
AMAZON COM INC
-0.13%
Shares369.6K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
2.51%
Shares242.1K
Event2026-03-31
Filed2026-05-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.23%
Shares361.3K
Event2026-03-31
Filed2026-05-13
VTI
VANGUARD INDEX FDS
1.19%
Shares209.9K
Event2026-03-31
Filed2026-05-13
DFUS
DIMENSIONAL ETF TRUST
0.55%
Shares933.5K
Event2026-03-31
Filed2026-05-13
DFUV
DIMENSIONAL ETF TRUST
-1.68%
Shares1.3M
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
2.73%
Shares213.2K
Event2026-03-31
Filed2026-05-13
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares80
Event2026-03-31
Filed2026-05-13
VB
VANGUARD INDEX FDS
11.27%
Shares204.7K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
1.06%
Shares108.0K
Event2026-03-31
Filed2026-05-13
SCHD
SCHWAB STRATEGIC TR
20.38%
Shares1.7M
Event2026-03-31
Filed2026-05-13
IWB
ISHARES TR
-1.22%
Shares141.7K
Event2026-03-31
Filed2026-05-13
EFA
ISHARES TR
-0.74%
Shares511.2K
Event2026-03-31
Filed2026-05-13
JPM
JPMORGAN CHASE & CO
0.24%
Shares165.9K
Event2026-03-31
Filed2026-05-13
META
META PLATFORMS INC
2.02%
Shares82.6K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
BROADCOM INC
2.96%
Shares151.3K
Event2026-03-31
Filed2026-05-13
MUB
ISHARES TR
52.13%
Shares438.2K
Event2026-03-31
Filed2026-05-13
IVW
ISHARES TR
-2.34%
Shares410.2K
Event2026-03-31
Filed2026-05-13
IWN
ISHARES TR
-0.15%
Shares243.9K
Event2026-03-31
Filed2026-05-13
SCHC
SCHWAB STRATEGIC TR
1.42%
Shares817.8K
Event2026-03-31
Filed2026-05-13
SCHG
SCHWAB STRATEGIC TR
157.18%
Shares1.2M
Event2026-03-31
Filed2026-05-13
SPAB
SPDR SERIES TRUST
186.09%
Shares1.4M
Event2026-03-31
Filed2026-05-13
IWO
ISHARES TR
-0.18%
Shares113.2K
Event2026-03-31
Filed2026-05-13
JNJ
JOHNSON & JOHNSON
2.27%
Shares142.6K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
INVESCO QQQ TR
8.09%
Shares57.5K
Event2026-03-31
Filed2026-05-13
TSLA
TESLA INC
8.36%
Shares89.2K
Event2026-03-31
Filed2026-05-13
THO
THOR INDS INC
-0.30%
Shares393.3K
Event2026-03-31
Filed2026-05-13
IWM
ISHARES TR
13.17%
Shares169.0K
Event2026-03-31
Filed2026-05-13
XOM
EXXON MOBIL CORP
1.82%
Shares182.8K
Event2026-03-31
Filed2026-05-13
EFG
ISHARES TR
7.97%
Shares268.6K
Event2026-03-31
Filed2026-05-13
CVX
CHEVRON CORPORATION
2.56%
Shares143.2K
Event2026-03-31
Filed2026-05-13
SCHM
SCHWAB STRATEGIC TR
1044.13%
Shares886.9K
Event2026-03-31
Filed2026-05-13
VIGI
VANGUARD WHITEHALL FDS
0.58%
Shares306.2K
Event2026-03-31
Filed2026-05-13
LLY
ELI LILLY & CO
1.04%
Shares29.4K
Event2026-03-31
Filed2026-05-13
QUAL
ISHARES TR
-4.33%
Shares136.2K
Event2026-03-31
Filed2026-05-13
DFAS
DIMENSIONAL ETF TRUST
0.31%
Shares359.8K
Event2026-03-31
Filed2026-05-13
AGG
ISHARES TR
43.55%
Shares250.9K
Event2026-03-31
Filed2026-05-13
SCZ
ISHARES TR
-3.42%
Shares314.1K
Event2026-03-31
Filed2026-05-13
PM
PHILIP MORRIS INTL INC
1.21%
Shares144.6K
Event2026-03-31
Filed2026-05-13
IJH
ISHARES TR
-2.18%
Shares356.0K
Event2026-03-31
Filed2026-05-13
ABBV
ABBVIE INC
-0.88%
Shares105.5K
Event2026-03-31
Filed2026-05-13
USRT
ISHARES TR
-12.30%
Shares386.8K
Event2026-03-31
Filed2026-05-13
WMT
WALMART INC
-0.49%
Shares183.5K
Event2026-03-31
Filed2026-05-13
DGRO
ISHARES TR
2.32%
Shares322.5K
Event2026-03-31
Filed2026-05-13
V
VISA INC
-2.91%
Shares74.8K
Event2026-03-31
Filed2026-05-13
JEPI
J P MORGAN EXCHANGE TRADED F
36.96%
Shares394.3K
Event2026-03-31
Filed2026-05-13
VONE
VANGUARD SCOTTSDALE FDS
9.24%
Shares74.3K
Event2026-03-31
Filed2026-05-13
VV
VANGUARD INDEX FDS
-2.04%
Shares72.7K
Event2026-03-31
Filed2026-05-13
DFAT
DIMENSIONAL ETF TRUST
-2.22%
Shares345.6K
Event2026-03-31
Filed2026-05-13
HD
HOME DEPOT INC
-16.78%
Shares64.1K
Event2026-03-31
Filed2026-05-13
COST
COSTCO WHOLESALE CORPORATION
1.17%
Shares20.9K
Event2026-03-31
Filed2026-05-13
ALPS ETF TR
ALPS ETF TR
-3.59%
Shares393.5K
Event2026-03-31
Filed2026-05-13
IVE
ISHARES TR
-3.49%
Shares97.6K
Event2026-03-31
Filed2026-05-13
RTX
RTX CORPORATION
5.97%
Shares104.0K
Event2026-03-31
Filed2026-05-13
NFLX
NETFLIX INC.
7.96%
Shares206.6K
Event2026-03-31
Filed2026-05-13
SCHV
SCHWAB STRATEGIC TR
531.96%
Shares653.8K
Event2026-03-31
Filed2026-05-13
MCD
MCDONALDS CORP
4.84%
Shares62.2K
Event2026-03-31
Filed2026-05-13
USMV
ISHARES TR
-4.85%
Shares206.5K
Event2026-03-31
Filed2026-05-13
KO
COCA COLA CO
-6.49%
Shares249.4K
Event2026-03-31
Filed2026-05-13
VO
VANGUARD INDEX FDS
2.04%
Shares62.0K
Event2026-03-31
Filed2026-05-13
PG
PROCTER & GAMBLE CO
5.63%
Shares121.7K
Event2026-03-31
Filed2026-05-13
ESGU
ISHARES TR
-2.53%
Shares121.0K
Event2026-03-31
Filed2026-05-13
CAT
CATERPILLAR INC
-2.43%
Shares23.9K
Event2026-03-31
Filed2026-05-13
MERCK & CO INC
MERCK & CO INC
1.70%
Shares130.1K
Event2026-03-31
Filed2026-05-13
CGBD
CARLYLE SECURED LENDING INC
0.23%
Shares1.4M
Event2026-03-31
Filed2026-05-13
VNQ
VANGUARD INDEX FDS
302.51%
Shares177.2K
Event2026-03-31
Filed2026-05-13
IXUS
ISHARES TR
-1.80%
Shares179.9K
Event2026-03-31
Filed2026-05-13
WFC
WELLS FARGO & CO
-2.60%
Shares191.2K
Event2026-03-31
Filed2026-05-13
UPS
UNITED PARCEL SVCS INC
-0.08%
Shares154.2K
Event2026-03-31
Filed2026-05-13
BLACKSTONE INC
BLACKSTONE INC
3.09%
Shares131.6K
Event2026-03-31
Filed2026-05-13
PEP
PEPSICO INC
6.81%
Shares94.1K
Event2026-03-31
Filed2026-05-13
IGSB
ISHARES TR
35.87%
Shares274.3K
Event2026-03-31
Filed2026-05-13
USHY
ISHARES TR
New
Shares375.6K
Event2026-03-31
Filed2026-05-13
CSCO
CISCO SYS INC
-2.08%
Shares178.1K
Event2026-03-31
Filed2026-05-13
BSV
VANGUARD BD INDEX FDS
4.01%
Shares173.4K
Event2026-03-31
Filed2026-05-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-4.39%
Shares40.0K
Event2026-03-31
Filed2026-05-13
FENI
FIDELITY COVINGTON TRUST
-1.32%
Shares363.6K
Event2026-03-31
Filed2026-05-13
ITOT
ISHARES TR
1.19%
Shares93.9K
Event2026-03-31
Filed2026-05-13
DFAC
DIMENSIONAL ETF TRUST
278.25%
Shares338.2K
Event2026-03-31
Filed2026-05-13
VT
VANGUARD INTL EQUITY INDEX F
5.07%
Shares94.0K
Event2026-03-31
Filed2026-05-13
SCHO
SCHWAB STRATEGIC TR
New
Shares528.6K
Event2026-03-31
Filed2026-05-13
ASML
ASML HLDG NV
2.96%
Shares9.6K
Event2026-03-31
Filed2026-05-13
EEM
ISHARES TR
-5.37%
Shares217.9K
Event2026-03-31
Filed2026-05-13
ORCL
ORACLE CORP
1.98%
Shares81.4K
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
GE AEROSPACE
-8.68%
Shares41.3K
Event2026-03-31
Filed2026-05-13
SCHP
SCHWAB STRATEGIC TR
672.01%
Shares437.2K
Event2026-03-31
Filed2026-05-13
JAAA
JANUS DETROIT STR TR
834.76%
Shares227.7K
Event2026-03-31
Filed2026-05-13
ADP
AUTOMATIC DATA PROCESSING IN
3.12%
Shares56.2K
Event2026-03-31
Filed2026-05-13
MA
MASTERCARD INCORPORATED
-5.05%
Shares23.0K
Event2026-03-31
Filed2026-05-13
UNP
UNION PAC CORP
2.47%
Shares47.3K
Event2026-03-31
Filed2026-05-13
IBM
INTERNATIONAL BUSINESS MACHS
2.63%
Shares47.0K
Event2026-03-31
Filed2026-05-13
JPIE
J P MORGAN EXCHANGE TRADED F
46.58%
Shares241.8K
Event2026-03-31
Filed2026-05-13
VCLT
VANGUARD SCOTTSDALE FDS
New
Shares146.4K
Event2026-03-31
Filed2026-05-13
MU
MICRON TECHNOLOGY INC
19.45%
Shares32.0K
Event2026-03-31
Filed2026-05-13
ABT
ABBOTT LABORATORIES
-3.54%
Shares104.7K
Event2026-03-31
Filed2026-05-13
SPGI
S&P GLOBAL INC
-3.57%
Shares25.0K
Event2026-03-31
Filed2026-05-13
DIS
DISNEY WALT CO
2.64%
Shares110.2K
Event2026-03-31
Filed2026-05-13
IJR
ISHARES TR
-0.76%
Shares84.9K
Event2026-03-31
Filed2026-05-13
PLTR
PALANTIR TECHNOLOGIES INC
5.29%
Shares70.7K
Event2026-03-31
Filed2026-05-13
SUB
ISHARES TR
309.71%
Shares96.7K
Event2026-03-31
Filed2026-05-13
MAR
MARRIOTT INTL INC NEW
0.77%
Shares31.5K
Event2026-03-31
Filed2026-05-13
ENPH
ENPHASE ENERGY INC
0.13%
Shares268.8K
Event2026-03-31
Filed2026-05-13
NEE
NEXTERA ENERGY INC
7.07%
Shares109.1K
Event2026-03-31
Filed2026-05-13
SPHY
SPDR SERIES TRUST
New
Shares432.2K
Event2026-03-31
Filed2026-05-13
GLD
SPDR GOLD TR
60.21%
Shares23.4K
Event2026-03-31
Filed2026-05-13
DE
DEERE & CO
0.13%
Shares18.7K
Event2026-03-31
Filed2026-05-13
GS
GOLDMAN SACHS GROUP INC
-2.58%
Shares11.7K
Event2026-03-31
Filed2026-05-13
SCHW
SCHWAB CHARLES CORP
-0.51%
Shares104.0K
Event2026-03-31
Filed2026-05-13
MO
ALTRIA GROUP INC
3.59%
Shares142.9K
Event2026-03-31
Filed2026-05-13
MMM
3M CO
-2.86%
Shares64.6K
Event2026-03-31
Filed2026-05-13
UNH
UNITEDHEALTH GROUP INC
-4.02%
Shares34.3K
Event2026-03-31
Filed2026-05-13
MS
MORGAN STANLEY
5.31%
Shares56.1K
Event2026-03-31
Filed2026-05-13
LMT
LOCKHEED MARTIN CORP
9.58%
Shares15.2K
Event2026-03-31
Filed2026-05-13
AMAT
APPLIED MATLS INC
7.07%
Shares26.9K
Event2026-03-31
Filed2026-05-13
TXN
TEXAS INSTRS INC
6.27%
Shares47.1K
Event2026-03-31
Filed2026-05-13
JPST
J P MORGAN EXCHANGE TRADED F
0.15%
Shares179.8K
Event2026-03-31
Filed2026-05-13
EFV
ISHARES TR
-1.69%
Shares122.1K
Event2026-03-31
Filed2026-05-13
LINDE PLC
LINDE PLC
5.39%
Shares18.2K
Event2026-03-31
Filed2026-05-13
PDBC
INVESCO ACTVELY MNGD ETC FD
New
Shares514.2K
Event2026-03-31
Filed2026-05-13
HYG
ISHARES TR
6.33%
Shares110.7K
Event2026-03-31
Filed2026-05-13
SHEL
SHELL PLC
1.01%
Shares93.9K
Event2026-03-31
Filed2026-05-13
EATON CORP PLC
EATON CORP PLC
5.95%
Shares24.0K
Event2026-03-31
Filed2026-05-13
VZ
VERIZON COMMUNICATIONS INC
0.85%
Shares169.5K
Event2026-03-31
Filed2026-05-13
TJX
TJX COS INC NEW
2.89%
Shares53.0K
Event2026-03-31
Filed2026-05-13
TLT
ISHARES TR
774.26%
Shares97.5K
Event2026-03-31
Filed2026-05-13
VCSH
VANGUARD SCOTTSDALE FDS
52.05%
Shares106.5K
Event2026-03-31
Filed2026-05-13
GEV
GE VERNOVA INC
2.77%
Shares9.7K
Event2026-03-31
Filed2026-05-13
EFAV
ISHARES TR
-1.36%
Shares92.2K
Event2026-03-31
Filed2026-05-13
CB
CHUBB LTD SWITZ
-4.50%
Shares25.5K
Event2026-03-31
Filed2026-05-13
COP
CONOCOPHILLIPS
-0.20%
Shares62.4K
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
ISHARES GOLD TR
-1.98%
Shares93.3K
Event2026-03-31
Filed2026-05-13
T
AT&T INC
3.97%
Shares280.6K
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
CITIGROUP INC
1.55%
Shares71.0K
Event2026-03-31
Filed2026-05-13
FI
FISERV INC
0.00%
Shares141.8K
Event2026-03-31
Filed2026-05-13
VDE
VANGUARD WORLD FD
0.52%
Shares45.5K
Event2026-03-31
Filed2026-05-13
BMY
BRISTOL-MYERS SQUIBB CO
2.78%
Shares129.6K
Event2026-03-31
Filed2026-05-13
AXP
AMERICAN EXPRESS CO
4.74%
Shares25.8K
Event2026-03-31
Filed2026-05-13
QQQI
NEOS ETF TRUST
New
Shares155.4K
Event2026-03-31
Filed2026-05-13
MGK
VANGUARD WORLD FD
-2.54%
Shares20.7K
Event2026-03-31
Filed2026-05-13
EMXC
ISHARES INC
2.25%
Shares95.4K
Event2026-03-31
Filed2026-05-13
SSD
SIMPSON MFG INC
-0.14%
Shares43.4K
Event2026-03-31
Filed2026-05-13
HON
HONEYWELL INTL INC
7.08%
Shares32.9K
Event2026-03-31
Filed2026-05-13
DUSB
DIMENSIONAL ETF TRUST
New
Shares145.7K
Event2026-03-31
Filed2026-05-13
CMI
CUMMINS INC
-3.02%
Shares13.6K
Event2026-03-31
Filed2026-05-13
ADI
ANALOG DEVICES INC
-7.09%
Shares23.0K
Event2026-03-31
Filed2026-05-13
VGT
VANGUARD WORLD FD
-3.27%
Shares10.4K
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
LAM RESEARCH CORP
0.69%
Shares33.6K
Event2026-03-31
Filed2026-05-13
VTWO
VANGUARD SCOTTSDALE FDS
6.18%
Shares72.0K
Event2026-03-31
Filed2026-05-13
KLAC
KLA CORP
-2.76%
Shares4.9K
Event2026-03-31
Filed2026-05-13
SCHZ
SCHWAB STRATEGIC TR
New
Shares304.9K
Event2026-03-31
Filed2026-05-13
MCK
MCKESSON CORP
-5.21%
Shares8.1K
Event2026-03-31
Filed2026-05-13
HWM
HOWMET AEROSPACE INC
-5.59%
Shares30.6K
Event2026-03-31
Filed2026-05-13
COF
CAPITAL ONE FINL CORP
0.34%
Shares38.6K
Event2026-03-31
Filed2026-05-13
ALRS
ALERUS FINL CORP
-0.30%
Shares293.7K
Event2026-03-31
Filed2026-05-13
DIA
STATE STR SPDR DOW JONES IND
-0.08%
Shares15.1K
Event2026-03-31
Filed2026-05-13
AMD
ADVANCED MICRO DEVICES INC
-0.35%
Shares34.4K
Event2026-03-31
Filed2026-05-13
AMGN
AMGEN INC
2.64%
Shares19.8K
Event2026-03-31
Filed2026-05-13
BA
BOEING CO
19.57%
Shares34.8K
Event2026-03-31
Filed2026-05-13
MTUM
ISHARES TR
-2.43%
Shares28.8K
Event2026-03-31
Filed2026-05-13
ETFS GOLD TR
ETFS GOLD TR
6.72%
Shares154.5K
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
2.11%
Shares51.5K
Event2026-03-31
Filed2026-05-13
LOW
LOWES COS INC
3.26%
Shares28.5K
Event2026-03-31
Filed2026-05-13
DSI
ISHARES TR
-4.15%
Shares55.5K
Event2026-03-31
Filed2026-05-13
GVI
ISHARES TR
0.00%
Shares61.5K
Event2026-03-31
Filed2026-05-13
SNPE
DBX ETF TR
-0.82%
Shares108.2K
Event2026-03-31
Filed2026-05-13
GILD
GILEAD SCIENCES INC
1.64%
Shares46.2K
Event2026-03-31
Filed2026-05-13
ORLY
OREILLY AUTOMOTIVE INC
14.44%
Shares68.9K
Event2026-03-31
Filed2026-05-13
PH
PARKER-HANNIFIN CORP
4.16%
Shares7.0K
Event2026-03-31
Filed2026-05-13
BK
BANK NEW YORK MELLON CORP
25.92%
Shares52.8K
Event2026-03-31
Filed2026-05-13
WWD
WOODWARD INC
-17.11%
Shares17.3K
Event2026-03-31
Filed2026-05-13
UBER
UBER TECHNOLOGIES INC
3.71%
Shares85.9K
Event2026-03-31
Filed2026-05-13
BLACKROCK INC
BLACKROCK INC
-3.58%
Shares6.3K
Event2026-03-31
Filed2026-05-13
SPYI
NEOS ETF TRUST
New
Shares121.6K
Event2026-03-31
Filed2026-05-13
NVS
NOVARTIS AG
16.22%
Shares38.6K
Event2026-03-31
Filed2026-05-13
NSC
NORFOLK SOUTHN CORP
-3.41%
Shares20.5K
Event2026-03-31
Filed2026-05-13
VYM
VANGUARD WHITEHALL FDS
1.76%
Shares38.8K
Event2026-03-31
Filed2026-05-13
CGDV
CAPITAL GROUP DIVIDEND VALUE
-4.57%
Shares133.8K
Event2026-03-31
Filed2026-05-13
CVS
CVS HEALTH CORP
8.03%
Shares79.3K
Event2026-03-31
Filed2026-05-13
EPD
ENTERPRISE PRODS PARTNERS L
6.80%
Shares148.5K
Event2026-03-31
Filed2026-05-13
BKNG
BOOKING HOLDINGS INC
14.85%
Shares1.3K
Event2026-03-31
Filed2026-05-13
TMO
THERMO FISHER SCIENTIFIC INC
-1.58%
Shares11.2K
Event2026-03-31
Filed2026-05-13
PANW
PALO ALTO NETWORKS INC
15.51%
Shares34.3K
Event2026-03-31
Filed2026-05-13
SO
SOUTHERN CO
3.99%
Shares56.4K
Event2026-03-31
Filed2026-05-13
SMA
SMARTSTOP SELF STORAG REIT I
90.70%
Shares178.7K
Event2026-03-31
Filed2026-05-13
ISRG
INTUITIVE SURGICAL INC
-4.23%
Shares11.8K
Event2026-03-31
Filed2026-05-13
SHOP
SHOPIFY INC
-0.19%
Shares45.8K
Event2026-03-31
Filed2026-05-13
XLRE
SELECT SECTOR SPDR TR
-3.38%
Shares132.1K
Event2026-03-31
Filed2026-05-13
INTC
INTEL CORP
15.89%
Shares121.0K
Event2026-03-31
Filed2026-05-13
CLMB
CLIMB GLOBAL SOLUTIONS INC
337.52%
Shares269.3K
Event2026-03-31
Filed2026-05-13
XLK
SELECT SECTOR SPDR TR
0.08%
Shares40.2K
Event2026-03-31
Filed2026-05-13
CMCSA
COMCAST CORP NEW
3.58%
Shares183.1K
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC
MEDTRONIC PLC
15.52%
Shares59.3K
Event2026-03-31
Filed2026-05-13
PFE
PFIZER INC
10.67%
Shares182.9K
Event2026-03-31
Filed2026-05-13
EMR
EMERSON ELEC CO
6.89%
Shares38.7K
Event2026-03-31
Filed2026-05-13
SPDW
SPDR INDEX SHS FDS
-0.52%
Shares110.3K
Event2026-03-31
Filed2026-05-13
FDX
FEDEX CORP
-10.84%
Shares14.1K
Event2026-03-31
Filed2026-05-13
GOVT
ISHARES TR
232.90%
Shares216.1K
Event2026-03-31
Filed2026-05-13
CRM
SALESFORCE INC
-5.97%
Shares26.1K
Event2026-03-31
Filed2026-05-13
WM
WASTE MGMT INC DEL
7.89%
Shares21.1K
Event2026-03-31
Filed2026-05-13
VOE
VANGUARD INDEX FDS
8.44%
Shares26.2K
Event2026-03-31
Filed2026-05-13
MDLZ
MONDELEZ INTL INC
11.81%
Shares82.5K
Event2026-03-31
Filed2026-05-13
PFM
INVESCO EXCHANGE TRADED FD T
-1.43%
Shares93.7K
Event2026-03-31
Filed2026-05-13
REGN
REGENERON PHARMACEUTICALS
13.68%
Shares6.2K
Event2026-03-31
Filed2026-05-13
MBB
ISHARES TR
-6.32%
Shares49.6K
Event2026-03-31
Filed2026-05-13
ACGL
ARCH CAP GROUP LTD
-3.41%
Shares49.0K
Event2026-03-31
Filed2026-05-13
GLDM
WORLD GOLD TR
3.12%
Shares50.5K
Event2026-03-31
Filed2026-05-13
GPIX
GOLDMAN SACHS ETF TR
New
Shares93.5K
Event2026-03-31
Filed2026-05-13
USB
US BANCORP
0.62%
Shares88.6K
Event2026-03-31
Filed2026-05-13
ITW
ILLINOIS TOOL WKS INC
9.04%
Shares17.7K
Event2026-03-31
Filed2026-05-13
APD
AIR PRODUCTS AND CHEMICALS I
8.38%
Shares16.0K
Event2026-03-31
Filed2026-05-13
TT
TRANE TECHNOLOGIES PLC
10.06%
Shares11.1K
Event2026-03-31
Filed2026-05-13
BXMT
BLACKSTONE MORTGAGE TRUST IN
0.45%
Shares233.1K
Event2026-03-31
Filed2026-05-13
DGRW
WISDOMTREE TR
-0.07%
Shares51.3K
Event2026-03-31
Filed2026-05-13
APH
AMPHENOL CORP
-12.58%
Shares35.5K
Event2026-03-31
Filed2026-05-13
IWR
ISHARES TR
-1.29%
Shares45.5K
Event2026-03-31
Filed2026-05-13
PWR
QUANTA SVCS INC
0.63%
Shares8.0K
Event2026-03-31
Filed2026-05-13
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares22.2K
Event2026-03-31
Filed2026-05-13
PSX
PHILLIPS 66
-0.07%
Shares23.7K
Event2026-03-31
Filed2026-05-13
INTU
INTUIT
-15.99%
Shares9.9K
Event2026-03-31
Filed2026-05-13
BIL
SPDR SERIES TRUST
1.13%
Shares46.6K
Event2026-03-31
Filed2026-05-13
QCOM
QUALCOMM INC
-9.58%
Shares33.0K
Event2026-03-31
Filed2026-05-13
TRV
TRAVELERS COMPANIES INC
4.17%
Shares14.6K
Event2026-03-31
Filed2026-05-13
SCHA
SCHWAB STRATEGIC TR
192.90%
Shares145.5K
Event2026-03-31
Filed2026-05-13
XLE
SELECT SECTOR SPDR TR
-2.35%
Shares68.4K
Event2026-03-31
Filed2026-05-13
CMF
ISHARES TR
-1.90%
Shares73.5K
Event2026-03-31
Filed2026-05-13
CME
CME GROUP INC
18.96%
Shares14.1K
Event2026-03-31
Filed2026-05-13
SYK
STRYKER CORPORATION
-9.06%
Shares12.6K
Event2026-03-31
Filed2026-05-13
CEF
SPROTT ASSET MANAGEMENT LP
0.00%
Shares86.4K
Event2026-03-31
Filed2026-05-13
NVO
NOVO-NORDISK A S
-8.72%
Shares106.8K
Event2026-03-31
Filed2026-05-13
APG
API GROUP CORP
-0.40%
Shares99.0K
Event2026-03-31
Filed2026-05-13
DFAX
DIMENSIONAL ETF TRUST
94.86%
Shares117.7K
Event2026-03-31
Filed2026-05-13
LNT
ALLIANT ENERGY CORP
-3.19%
Shares54.8K
Event2026-03-31
Filed2026-05-13
NOW
SERVICENOW INC
-2.93%
Shares37.3K
Event2026-03-31
Filed2026-05-13
SHW
SHERWIN WILLIAMS CO
-0.38%
Shares12.1K
Event2026-03-31
Filed2026-05-13
PEG
PUBLIC SVC ENTERPRISE GROUP
-0.15%
Shares47.5K
Event2026-03-31
Filed2026-05-13
JEPQ
J P MORGAN EXCHANGE TRADED F
-0.07%
Shares68.2K
Event2026-03-31
Filed2026-05-13
PNC
PNC FINL SVCS GROUP INC
17.68%
Shares18.1K
Event2026-03-31
Filed2026-05-13
SPOT
SPOTIFY TECHNOLOGY S A
-5.34%
Shares7.8K
Event2026-03-31
Filed2026-05-13
CRWD
CROWDSTRIKE HLDGS INC
10.71%
Shares9.6K
Event2026-03-31
Filed2026-05-13
PGR
PROGRESSIVE CORP
15.94%
Shares18.8K
Event2026-03-31
Filed2026-05-13
MINT
PIMCO ETF TR
-45.18%
Shares36.9K
Event2026-03-31
Filed2026-05-13
TMUS
T-MOBILE US INC
7.15%
Shares17.6K
Event2026-03-31
Filed2026-05-13
ESGV
VANGUARD WORLD FD
11.52%
Shares32.8K
Event2026-03-31
Filed2026-05-13
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
1.95%
Shares53.5K
Event2026-03-31
Filed2026-05-13
SBUX
STARBUCKS CORP
-9.58%
Shares41.1K
Event2026-03-31
Filed2026-05-13
SPEM
SPDR INDEX SHS FDS
28.17%
Shares78.4K
Event2026-03-31
Filed2026-05-13
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
-0.34%
Shares38.9K
Event2026-03-31
Filed2026-05-13
JCI
JOHNSON CONTROLS INTERNATION
-0.65%
Shares27.9K
Event2026-03-31
Filed2026-05-13
VIG
VANGUARD SPECIALIZED FUNDS
-2.75%
Shares17.0K
Event2026-03-31
Filed2026-05-13
MPC
MARATHON PETE CORP
8.40%
Shares14.8K
Event2026-03-31
Filed2026-05-13
HWKN
HAWKINS INC
0.27%
Shares23.4K
Event2026-03-31
Filed2026-05-13
MDY
STATE STR SPDR S&P MIDCAP 40
-0.05%
Shares54.1K
Event2026-03-31
Filed2026-05-13
XLV
SELECT SECTOR SPDR TR
5.62%
Shares24.1K
Event2026-03-31
Filed2026-05-13
STT
STATE STR CORP
-6.71%
Shares27.9K
Event2026-03-31
Filed2026-05-13
SNPS
SYNOPSYS INC
7.64%
Shares8.9K
Event2026-03-31
Filed2026-05-13
CARR
CARRIER GLOBAL CORPORATION
12.75%
Shares61.6K
Event2026-03-31
Filed2026-05-13
VRT
VERTIV HOLDINGS CO
36.01%
Shares13.7K
Event2026-03-31
Filed2026-05-13
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
0.09%
Shares8.7K
Event2026-03-31
Filed2026-05-13
SNDK
SANDISK CORP
16.37%
Shares5.3K
Event2026-03-31
Filed2026-05-13
NOC
NORTHROP GRUMMAN CORP
11.11%
Shares4.9K
Event2026-03-31
Filed2026-05-13
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
41.37%
Shares29.1K
Event2026-03-31
Filed2026-05-13
OXY
OCCIDENTAL PETE CORP
4.52%
Shares51.2K
Event2026-03-31
Filed2026-05-13
QQEW
FIRST TR EXCHANGE-TRADED FD
-2.52%
Shares26.1K
Event2026-03-31
Filed2026-05-13
XLF
SELECT SECTOR SPDR TR
-0.12%
Shares66.6K
Event2026-03-31
Filed2026-05-13
IWP
ISHARES TR
3.37%
Shares25.6K
Event2026-03-31
Filed2026-05-13
CPNG
COUPANG INC
-17.75%
Shares173.8K
Event2026-03-31
Filed2026-05-13
MET
METLIFE INC
-6.34%
Shares46.1K
Event2026-03-31
Filed2026-05-13
RNR
RENAISSANCERE HLDGS LTD
-6.78%
Shares10.8K
Event2026-03-31
Filed2026-05-13
OHI
OMEGA HEALTHCARE INVS INC
1.43%
Shares70.9K
Event2026-03-31
Filed2026-05-13
UNILEVER PLC
UNILEVER PLC
15.37%
Shares53.9K
Event2026-03-31
Filed2026-05-13
DHR
DANAHER CORP DEL
1.01%
Shares16.3K
Event2026-03-31
Filed2026-05-13
TFI
SPDR SERIES TRUST
New
Shares68.0K
Event2026-03-31
Filed2026-05-13
SLB
SLB LIMITED
16.82%
Shares59.2K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
2.24%
Shares24.8K
Event2026-03-31
Filed2026-05-13
KR
KROGER CO
-4.59%
Shares42.1K
Event2026-03-31
Filed2026-05-13
BNDX
VANGUARD CHARLOTTE FDS
-0.63%
Shares63.4K
Event2026-03-31
Filed2026-05-13
IEF
ISHARES TR
-2.50%
Shares31.8K
Event2026-03-31
Filed2026-05-13
SPG
SIMON PPTY GROUP INC NEW
0.70%
Shares16.2K
Event2026-03-31
Filed2026-05-13
GLW
CORNING INC
13.96%
Shares22.1K
Event2026-03-31
Filed2026-05-13
SCHB
SCHWAB STRATEGIC TR
-8.58%
Shares119.6K
Event2026-03-31
Filed2026-05-13
VOT
VANGUARD INDEX FDS
16.40%
Shares11.5K
Event2026-03-31
Filed2026-05-13
BSX
BOSTON SCIENTIFIC CORP
-12.77%
Shares47.3K
Event2026-03-31
Filed2026-05-13
SDY
SPDR SERIES TRUST
-1.46%
Shares20.2K
Event2026-03-31
Filed2026-05-13
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-14.26%
Shares14.7K
Event2026-03-31
Filed2026-05-13
FFBC
1ST FINL BANCORP
0.07%
Shares104.7K
Event2026-03-31
Filed2026-05-13
CL
COLGATE PALMOLIVE CO
7.77%
Shares34.2K
Event2026-03-31
Filed2026-05-13
BYD
BOYD GAMING CORP
-0.10%
Shares35.1K
Event2026-03-31
Filed2026-05-13
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
32.86%
Shares62.8K
Event2026-03-31
Filed2026-05-13
SMH
VANECK ETF TRUST
-6.27%
Shares7.5K
Event2026-03-31
Filed2026-05-13
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-3.00%
Shares8.4K
Event2026-03-31
Filed2026-05-13
SNA
SNAP ON INC
3.66%
Shares7.9K
Event2026-03-31
Filed2026-05-13
IYW
ISHARES TR
-2.47%
Shares15.7K
Event2026-03-31
Filed2026-05-13
VLO
VALERO ENERGY CORP
-0.15%
Shares11.5K
Event2026-03-31
Filed2026-05-13
AJG
GALLAGHER ARTHUR J & CO
39.02%
Shares13.1K
Event2026-03-31
Filed2026-05-13
CEG
CONSTELLATION ENERGY CORP
-0.93%
Shares10.1K
Event2026-03-31
Filed2026-05-13
AEP
AMERICAN ELEC PWR CO INC
2.69%
Shares21.4K
Event2026-03-31
Filed2026-05-13
IXN
ISHARES TR
-2.61%
Shares27.9K
Event2026-03-31
Filed2026-05-13
WDC
WESTERN DIGITAL CORP
-0.43%
Shares10.3K
Event2026-03-31
Filed2026-05-13
DRI
DARDEN RESTAURANTS INC
5.78%
Shares14.2K
Event2026-03-31
Filed2026-05-13
THE CIGNA GROUP
THE CIGNA GROUP
0.58%
Shares10.3K
Event2026-03-31
Filed2026-05-13
VRTX
VERTEX PHARMACEUTICALS INC
-12.01%
Shares6.2K
Event2026-03-31
Filed2026-05-13
AG
FIRST MAJESTIC SILVER CORP
76.13%
Shares127.9K
Event2026-03-31
Filed2026-05-13
SAP
SAP SE
-9.26%
Shares16.0K
Event2026-03-31
Filed2026-05-13
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-0.58%
Shares126.0K
Event2026-03-31
Filed2026-05-13
PZA
INVESCO EXCH TRADED FD TR II
139.62%
Shares118.5K
Event2026-03-31
Filed2026-05-13
LUMN
LUMEN TECHNOLOGIES INC
-2.89%
Shares391.2K
Event2026-03-31
Filed2026-05-13
CTVA
CORTEVA INC
5.31%
Shares32.4K
Event2026-03-31
Filed2026-05-13
MGV
VANGUARD WORLD FD
0.50%
Shares18.7K
Event2026-03-31
Filed2026-05-13
UBS
UBS GROUP AG
-0.75%
Shares69.1K
Event2026-03-31
Filed2026-05-13
RIO
RIO TINTO PLC
2.42%
Shares28.1K
Event2026-03-31
Filed2026-05-13
ICE
INTERCONTINENTAL EXCHANGE IN
-1.62%
Shares16.9K
Event2026-03-31
Filed2026-05-13
SLV
ISHARES SILVER TR
-1.05%
Shares38.2K
Event2026-03-31
Filed2026-05-13
HCA
HCA HEALTHCARE INC
2.87%
Shares5.5K
Event2026-03-31
Filed2026-05-13
KEYS
KEYSIGHT TECHNOLOGIES INC
-7.60%
Shares9.2K
Event2026-03-31
Filed2026-05-13
CGUS
CAPITAL GROUP CORE EQUITY ET
-0.40%
Shares65.7K
Event2026-03-31
Filed2026-05-13
WELL
WELLTOWER INC
-4.49%
Shares12.8K
Event2026-03-31
Filed2026-05-13
CSX
CSX CORP
11.68%
Shares61.6K
Event2026-03-31
Filed2026-05-13
PLD
PROLOGIS INC.
20.70%
Shares19.1K
Event2026-03-31
Filed2026-05-13
TWLO
TWILIO INC
7.98%
Shares20.0K
Event2026-03-31
Filed2026-05-13
JMTG
J P MORGAN EXCHANGE TRADED F
-0.52%
Shares49.1K
Event2026-03-31
Filed2026-05-13
DIVO
AMPLIFY ETF TR
0.92%
Shares55.8K
Event2026-03-31
Filed2026-05-13
VXUS
VANGUARD STAR FDS
24.04%
Shares32.4K
Event2026-03-31
Filed2026-05-13
ESGD
ISHARES TR
-0.50%
Shares26.0K
Event2026-03-31
Filed2026-05-13
DFAU
DIMENSIONAL ETF TRUST
-1.94%
Shares55.0K
Event2026-03-31
Filed2026-05-13
TGT
TARGET CORP
-4.23%
Shares20.4K
Event2026-03-31
Filed2026-05-13
MKL
MARKEL GROUP INC
-1.68%
Shares1.3K
Event2026-03-31
Filed2026-05-13
SONY
SONY GROUP CORP
1.65%
Shares117.3K
Event2026-03-31
Filed2026-05-13
FS SPECIALTY LENDING FD
FS SPECIALTY LENDING FD
59.10%
Shares191.5K
Event2026-03-31
Filed2026-05-13
MGC
VANGUARD WORLD FD
0.01%
Shares10.1K
Event2026-03-31
Filed2026-05-13
AVY
AVERY DENNISON CORP
-6.74%
Shares13.8K
Event2026-03-31
Filed2026-05-13
AON PLC
AON PLC
-4.98%
Shares7.2K
Event2026-03-31
Filed2026-05-13
XLU
SELECT SECTOR SPDR TR
9.17%
Shares50.7K
Event2026-03-31
Filed2026-05-13
HDV
ISHARES TR
1.94%
Shares17.0K
Event2026-03-31
Filed2026-05-13
MLM
MARTIN MARIETTA MATLS INC
2.73%
Shares3.9K
Event2026-03-31
Filed2026-05-13
GSK PLC
GSK PLC
-5.52%
Shares41.3K
Event2026-03-31
Filed2026-05-13
BTI
BRITISH AMERN TOB PLC
44.51%
Shares39.1K
Event2026-03-31
Filed2026-05-13
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
1.47%
Shares20.5K
Event2026-03-31
Filed2026-05-13
TZA
DIREXION SHARES ETF TRUST
315.89%
Shares324.4K
Event2026-03-31
Filed2026-05-13
HSBC
HSBC HLDGS PLC
4.59%
Shares27.5K
Event2026-03-31
Filed2026-05-13
URI
UNITED RENTALS INC
-3.32%
Shares3.1K
Event2026-03-31
Filed2026-05-13
BUD
ANHEUSER BUSCH INBEV SA NV
-5.07%
Shares32.3K
Event2026-03-31
Filed2026-05-13
OEF
ISHARES TR
-18.21%
Shares7.0K
Event2026-03-31
Filed2026-05-13
KMI
KINDER MORGAN INC DEL
2.82%
Shares66.5K
Event2026-03-31
Filed2026-05-13
DUHP
DIMENSIONAL ETF TRUST
680.42%
Shares60.3K
Event2026-03-31
Filed2026-05-13
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
0.64%
Shares28.1K
Event2026-03-31
Filed2026-05-13
SE
SEA LTD
28.80%
Shares26.4K
Event2026-03-31
Filed2026-05-13
BBAX
J P MORGAN EXCHANGE TRADED F
0.61%
Shares36.5K
Event2026-03-31
Filed2026-05-13
NEM
NEWMONT CORP
2.45%
Shares20.0K
Event2026-03-31
Filed2026-05-13
SAN
BANCO SANTANDER SA
35.57%
Shares191.2K
Event2026-03-31
Filed2026-05-13
ADBE
ADOBE INC
-23.54%
Shares8.9K
Event2026-03-31
Filed2026-05-13
BP
BP PLC
-1.01%
Shares45.8K
Event2026-03-31
Filed2026-05-13
MMC
MARSH & MCLENNAN COS INC
-0.06%
Shares12.4K
Event2026-03-31
Filed2026-05-13
APP
APPLOVIN CORP
16.67%
Shares5.4K
Event2026-03-31
Filed2026-05-13
TOTALENERGIES SE
TOTALENERGIES SE
-9.14%
Shares23.2K
Event2026-03-31
Filed2026-05-13
BWA
BORGWARNER INC
22.82%
Shares39.3K
Event2026-03-31
Filed2026-05-13
PPL
PPL CORP
32.96%
Shares55.4K
Event2026-03-31
Filed2026-05-13
HLT
HILTON WORLDWIDE HLDGS INC
0.97%
Shares7.0K
Event2026-03-31
Filed2026-05-13
EFSI
EAGLE FINL SVCS INC
0.00%
Shares60.4K
Event2026-03-31
Filed2026-05-13
VONG
VANGUARD SCOTTSDALE FDS
29.56%
Shares19.2K
Event2026-03-31
Filed2026-05-13
IWS
ISHARES TR
-16.69%
Shares14.4K
Event2026-03-31
Filed2026-05-13
RCL
ROYAL CARIBBEAN GROUP
4.78%
Shares7.6K
Event2026-03-31
Filed2026-05-13
PRU
PRUDENTIAL FINL INC
-0.24%
Shares21.4K
Event2026-03-31
Filed2026-05-13
WMB
WILLIAMS COS INC
-0.57%
Shares28.4K
Event2026-03-31
Filed2026-05-13
AMT
AMERICAN TOWER CORP
8.85%
Shares12.0K
Event2026-03-31
Filed2026-05-13
EXPE
EXPEDIA GROUP INC
-11.15%
Shares8.9K
Event2026-03-31
Filed2026-05-13
D
DOMINION ENERGY INC
-5.40%
Shares32.9K
Event2026-03-31
Filed2026-05-13
IFF
INTERNATIONAL FLAVORS&FRAGRA
27.14%
Shares27.9K
Event2026-03-31
Filed2026-05-13
SPTL
SPDR SERIES TRUST
3.61%
Shares76.8K
Event2026-03-31
Filed2026-05-13
XLI
SELECT SECTOR SPDR TR
2.09%
Shares12.5K
Event2026-03-31
Filed2026-05-13
ECL
ECOLAB INC
-4.69%
Shares7.5K
Event2026-03-31
Filed2026-05-13
AEM
AGNICO EAGLE MINES LTD
-5.06%
Shares9.9K
Event2026-03-31
Filed2026-05-13
PAYX
PAYCHEX INC
-3.42%
Shares21.6K
Event2026-03-31
Filed2026-05-13
SRE
SEMPRA
6.06%
Shares20.3K
Event2026-03-31
Filed2026-05-13
XLC
SELECT SECTOR SPDR TR
0.89%
Shares17.9K
Event2026-03-31
Filed2026-05-13
EOG
EOG RES INC
-6.39%
Shares13.7K
Event2026-03-31
Filed2026-05-13
XLY
SELECT SECTOR SPDR TR
-4.06%
Shares18.2K
Event2026-03-31
Filed2026-05-13
FCX
FREEPORT MCMORAN INC
-5.33%
Shares33.8K
Event2026-03-31
Filed2026-05-13
PDX
PIMCO DYNAMIC INCOME STRATEG
-8.46%
Shares89.6K
Event2026-03-31
Filed2026-05-13
HLN
HALEON PLC
-3.05%
Shares198.0K
Event2026-03-31
Filed2026-05-13
WPM
WHEATON PRECIOUS METALS CORP
22.11%
Shares15.1K
Event2026-03-31
Filed2026-05-13
JTEK
J P MORGAN EXCHANGE TRADED F
41.79%
Shares24.7K
Event2026-03-31
Filed2026-05-13
CDNS
CADENCE DESIGN SYSTEM INC
-15.64%
Shares7.0K
Event2026-03-31
Filed2026-05-13
VYMI
VANGUARD WHITEHALL FDS
69.28%
Shares20.7K
Event2026-03-31
Filed2026-05-13
ROST
ROSS STORES INC
4.01%
Shares9.0K
Event2026-03-31
Filed2026-05-13
EQIX
EQUINIX INC
20.12%
Shares2.0K
Event2026-03-31
Filed2026-05-13
DHI
D R HORTON INC
-1.43%
Shares14.2K
Event2026-03-31
Filed2026-05-13
LAMR
LAMAR ADVERTISING CO
5.66%
Shares15.3K
Event2026-03-31
Filed2026-05-13
MNST
MONSTER BEVERAGE CORP NEW
4.35%
Shares26.4K
Event2026-03-31
Filed2026-05-13
STIP
ISHARES TR
-7.63%
Shares18.5K
Event2026-03-31
Filed2026-05-13
GEHC
GE HEALTHCARE TECHNOLOGIES I
-14.45%
Shares26.8K
Event2026-03-31
Filed2026-05-13
XLP
SELECT SECTOR SPDR TR
-1.44%
Shares23.1K
Event2026-03-31
Filed2026-05-13
AIG
AMERICAN INTL GROUP INC
1.03%
Shares25.0K
Event2026-03-31
Filed2026-05-13
TM
TOYOTA MOTOR CORP
6.12%
Shares9.1K
Event2026-03-31
Filed2026-05-13
FICO
FAIR ISAAC CORP
-0.40%
Shares1.7K
Event2026-03-31
Filed2026-05-13
ACWI
ISHARES TR
12.06%
Shares13.4K
Event2026-03-31
Filed2026-05-13
MCO
MOODYS CORP
-4.70%
Shares4.2K
Event2026-03-31
Filed2026-05-13
HAS
HASBRO INC
-6.02%
Shares19.7K
Event2026-03-31
Filed2026-05-13
WAB
WABTEC
-5.50%
Shares7.3K
Event2026-03-31
Filed2026-05-13
GM
GENERAL MTRS CO
2.53%
Shares24.6K
Event2026-03-31
Filed2026-05-13
AMP
AMERIPRISE FINL INC
-1.37%
Shares4.1K
Event2026-03-31
Filed2026-05-13
SHY
ISHARES TR
16.65%
Shares22.0K
Event2026-03-31
Filed2026-05-13
BKR
BAKER HUGHES COMPANY
0.04%
Shares29.4K
Event2026-03-31
Filed2026-05-13
EBAY
EBAY INC.
8.98%
Shares19.6K
Event2026-03-31
Filed2026-05-13
AME
AMETEK INC
-4.57%
Shares8.3K
Event2026-03-31
Filed2026-05-13
DAL
DELTA AIR LINES INC
15.01%
Shares26.6K
Event2026-03-31
Filed2026-05-13
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-12.65%
Shares8.4K
Event2026-03-31
Filed2026-05-13
DLR
DIGITAL RLTY TR INC
55.81%
Shares9.8K
Event2026-03-31
Filed2026-05-13
HGV
HILTON GRAND VACATIONS INC
0.24%
Shares46.2K
Event2026-03-31
Filed2026-05-13
ZTS
ZOETIS INC
-1.57%
Shares14.8K
Event2026-03-31
Filed2026-05-13
PCAR
PACCAR INC
-3.71%
Shares15.1K
Event2026-03-31
Filed2026-05-13
BAI
BLACKROCK ETF TRUST
43.40%
Shares52.9K
Event2026-03-31
Filed2026-05-13
ULTA
ULTA BEAUTY INC
1.53%
Shares3.3K
Event2026-03-31
Filed2026-05-13
LHX
L3HARRIS TECHNOLOGIES INC
1.07%
Shares5.0K
Event2026-03-31
Filed2026-05-13
FAST
FASTENAL CO
15.20%
Shares37.2K
Event2026-03-31
Filed2026-05-13
ITA
ISHARES TR
17.46%
Shares7.9K
Event2026-03-31
Filed2026-05-13
O
REALTY INCOME CORP
5.01%
Shares28.0K
Event2026-03-31
Filed2026-05-13
ADSK
AUTODESK INC
-1.24%
Shares7.2K
Event2026-03-31
Filed2026-05-13
AXON
AXON ENTERPRISE INC
1.38%
Shares4.0K
Event2026-03-31
Filed2026-05-13
CASY
CASEYS GEN STORES INC
-3.14%
Shares2.3K
Event2026-03-31
Filed2026-05-13
ENB
ENBRIDGE INC
0.94%
Shares31.5K
Event2026-03-31
Filed2026-05-13
TSN
TYSON FOODS INC
3.30%
Shares26.6K
Event2026-03-31
Filed2026-05-13
MUFG
MITSUBISHI UFJ FINANCIAL GRO
7.31%
Shares100.4K
Event2026-03-31
Filed2026-05-13
HQY
HEALTHEQUITY INC
0.69%
Shares20.3K
Event2026-03-31
Filed2026-05-13
TDG
TRANSDIGM GROUP INC
3.33%
Shares1.5K
Event2026-03-31
Filed2026-05-13
NUE
NUCOR CORP
-7.40%
Shares9.9K
Event2026-03-31
Filed2026-05-13
MELI
MERCADOLIBRE INC
-27.73%
Shares972
Event2026-03-31
Filed2026-05-13
TOST
TOAST INC
-0.54%
Shares63.3K
Event2026-03-31
Filed2026-05-13
LYB
LYONDELLBASELL INDUSTRIES NV
-4.22%
Shares20.8K
Event2026-03-31
Filed2026-05-13
LH
LABCORP HOLDINGS INC
3.02%
Shares6.3K
Event2026-03-31
Filed2026-05-13
BHP
BHP BILLITON LIMITED
11.49%
Shares22.9K
Event2026-03-31
Filed2026-05-13
AEE
AMEREN CORP
-6.84%
Shares15.2K
Event2026-03-31
Filed2026-05-13
SJB
PROSHARES TR
New
Shares107.0K
Event2026-03-31
Filed2026-05-13
ORI
OLD REP INTL CORP
-0.12%
Shares41.6K
Event2026-03-31
Filed2026-05-13
CTAS
CINTAS CORP
-14.88%
Shares9.8K
Event2026-03-31
Filed2026-05-13
CNI
CANADIAN NATL RY CO
7.44%
Shares16.0K
Event2026-03-31
Filed2026-05-13
ESGE
ISHARES INC
-2.04%
Shares36.2K
Event2026-03-31
Filed2026-05-13
ED
CONSOLIDATED EDISON INC
5.19%
Shares14.4K
Event2026-03-31
Filed2026-05-13
ISCB
ISHARES TR
0.27%
Shares24.9K
Event2026-03-31
Filed2026-05-13
SNOW
SNOWFLAKE INC
6.37%
Shares10.6K
Event2026-03-31
Filed2026-05-13
UGI
UGI CORP NEW
43.15%
Shares43.4K
Event2026-03-31
Filed2026-05-13
MFC
MANULIFE FINL CORP
0.53%
Shares46.3K
Event2026-03-31
Filed2026-05-13
MSCI
MSCI INC
11.38%
Shares2.9K
Event2026-03-31
Filed2026-05-13
DFSV
DIMENSIONAL ETF TRUST
New
Shares45.1K
Event2026-03-31
Filed2026-05-13
FNB
F N B CORP
-21.71%
Shares94.5K
Event2026-03-31
Filed2026-05-13
ALL
ALLSTATE CORP
2.77%
Shares7.6K
Event2026-03-31
Filed2026-05-13
MPW
MEDICAL PROPERTIES TRUST INC
0.07%
Shares332.4K
Event2026-03-31
Filed2026-05-13
CMDT
PIMCO ETF TR
0.00%
Shares48.6K
Event2026-03-31
Filed2026-05-13
CAH
CARDINAL HEALTH INC
3.99%
Shares7.4K
Event2026-03-31
Filed2026-05-13
FMX
FOMENTO ECONOMICO MEXICANO S
1.33%
Shares14.1K
Event2026-03-31
Filed2026-05-13
SNY
SANOFI SA
-19.34%
Shares32.4K
Event2026-03-31
Filed2026-05-13
XEL
XCEL ENERGY INC
2.37%
Shares19.3K
Event2026-03-31
Filed2026-05-13
WSO
WATSCO INC
19.87%
Shares4.2K
Event2026-03-31
Filed2026-05-13
TFC
TRUIST FINL CORP
2.97%
Shares33.5K
Event2026-03-31
Filed2026-05-13
SPDN
DIREXION SHARES ETF TRUST
6.34%
Shares154.5K
Event2026-03-31
Filed2026-05-13
PFG
PRINCIPAL FINANCIAL GROUP IN
2.32%
Shares17.0K
Event2026-03-31
Filed2026-05-13
WSM
WILLIAMS SONOMA INC
102.63%
Shares8.4K
Event2026-03-31
Filed2026-05-13
SMFG
SUMITOMO MITSUI FIN GRP INC
9.14%
Shares77.1K
Event2026-03-31
Filed2026-05-13
TFLO
ISHARES TR
40.61%
Shares30.0K
Event2026-03-31
Filed2026-05-13
ELV
ELEVANCE HEALTH INC FORMERLY
-5.12%
Shares5.2K
Event2026-03-31
Filed2026-05-13
WBD
WARNER BROS DISCOVERY INC
17.42%
Shares54.2K
Event2026-03-31
Filed2026-05-13
CBOE
CBOE GLOBAL MKTS INC
0.63%
Shares5.3K
Event2026-03-31
Filed2026-05-13
GWW
WW GRAINGER INC
9.89%
Shares1.4K
Event2026-03-31
Filed2026-05-13
LKQ
LKQ CORP
9.02%
Shares50.2K
Event2026-03-31
Filed2026-05-13
ROK
ROCKWELL AUTOMATION INC
-14.63%
Shares4.1K
Event2026-03-31
Filed2026-05-13
ARES
ARES MANAGEMENT CORPORATION
-13.03%
Shares13.5K
Event2026-03-31
Filed2026-05-13
FBTC
FIDELITY WISE ORIGIN BITCOIN
45.09%
Shares24.9K
Event2026-03-31
Filed2026-05-13
HIMU
BLACKROCK ETF TRUST II
-0.94%
Shares30.5K
Event2026-03-31
Filed2026-05-13
KHC
KRAFT HEINZ CO
19.81%
Shares65.0K
Event2026-03-31
Filed2026-05-13
SSNC
SS&C TECH HLDGS
-5.15%
Shares21.6K
Event2026-03-31
Filed2026-05-13
AFL
AFLAC INC
-0.25%
Shares13.2K
Event2026-03-31
Filed2026-05-13
MSI
MOTOROLA SOLUTIONS INC
11.40%
Shares3.3K
Event2026-03-31
Filed2026-05-13
YUM
YUM BRANDS INC
8.87%
Shares9.3K
Event2026-03-31
Filed2026-05-13
IEUR
ISHARES TR
-19.53%
Shares20.5K
Event2026-03-31
Filed2026-05-13
VGK
VANGUARD INTL EQUITY INDEX F
-2.51%
Shares17.5K
Event2026-03-31
Filed2026-05-13
DELL
DELL TECHNOLOGIES INC
14.22%
Shares8.7K
Event2026-03-31
Filed2026-05-13
FANG
DIAMONDBACK ENERGY INC
-0.19%
Shares7.2K
Event2026-03-31
Filed2026-05-13
EL
LAUDER ESTEE COS INC
6.39%
Shares19.7K
Event2026-03-31
Filed2026-05-13
RBLX
ROBLOX CORP
2.64%
Shares25.0K
Event2026-03-31
Filed2026-05-13
ADM
ARCHER DANIELS MIDLAND CO
26.39%
Shares19.4K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

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