Sponsored
The Analysis of CITY HOLDING CO's Holdings & P&L
Currently, CITY HOLDING CO holds 570 types of securities in its portfolio with a total value $799.8M. In the most recent quarter, they have increased their positions in TXN (+9.3K shares, valued at $1.8M), NEE (+14.6K shares, valued at $1.4M), N/A (+3.8K shares, valued at $1.2M); decreased their positions in CRWD (-4.8K shares, valued at $1.9M), PANW (-8.0K shares, valued at $1.3M), UBER (-13.1K shares, valued at $943.8K); initiated new positions in BNDX (+7.9K shares, valued at $377.4K), BINC (+1.1K shares, valued at $58.4K), VEU (+468 shares, valued at $35.1K).
1M P&L
-2.7M-0.34%
3M P&L
-11.7M-1.47%
HY P&L
+30.3M+4.00%
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/A216.5M
29.5%
2Drug Manufacturers - General44.2M
6.0%
3Banks - Regional32.4M
4.4%
Top Industries by Stock Count
1N/A190 stocks
36.9%
2Software - Application14 stocks
2.7%
3Banks - Regional13 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW16.5K shares-3.99%2026-03-312026-04-15
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FIRST CTZNS BANCSHARES INC DCL A FIRST CTZNS BANCSHARES INC DCL A330 shares0.00%2026-03-312026-04-15
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VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS744 shares4.20%2026-03-312026-04-15
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ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A655 shares-25.14%2026-03-312026-04-15
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ALLSPRING UTILITIES AND HIGHINCOME FUND ALLSPRING UTILITIES AND HIGHINCOME FUND4.1K shares0.00%2026-03-312026-04-15
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Sponsored
INVESCO TR EDP S&P 500 EQUAL WEIGHT INVESCO TR EDP S&P 500 EQUAL WEIGHT210 shares133.33%2026-03-312026-04-15
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BITMINE IMMERSION TECNOLOGIECOM NEW BITMINE IMMERSION TECNOLOGIECOM NEW1.8K shares0.00%2026-03-312026-04-15
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PINNACLE FINL PARTNERS INC NEW NP PINNACLE FINL PARTNERS INC NEW NP300 sharesnew addition2026-03-312026-04-15
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QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK102 shares0.00%2026-03-312026-04-15
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Sponsored
CHCO
-0.73%CITY HLDG CO COM
Shares251.2K
Event2026-03-31
Filed2026-04-15
ALPHABET INC CAP STK CL A
-2.89%ALPHABET INC CAP STK CL A
Shares96.5K
Event2026-03-31
Filed2026-04-15
AAPL
-1.10%APPLE INC COM
Shares99.0K
Event2026-03-31
Filed2026-04-15
WMT
-4.00%WAL MART STORES INC COM
Shares178.9K
Event2026-03-31
Filed2026-04-15
LLY
-1.80%LILLY ELI & CO COM
Shares23.5K
Event2026-03-31
Filed2026-04-15
MSFT
0.09%MICROSOFT CORP COM
Shares53.1K
Event2026-03-31
Filed2026-04-15
AMZN
-0.16%AMAZON COM INC COM
Shares84.5K
Event2026-03-31
Filed2026-04-15
NVDA
1.19%NVIDIA CORP COM
Shares100.5K
Event2026-03-31
Filed2026-04-15
META
3.28%META PLATFORMS INC (FB)
Shares29.8K
Event2026-03-31
Filed2026-04-15
CAT
-4.28%CATERPILLAR INC DEL COM
Shares19.9K
Event2026-03-31
Filed2026-04-15
JPM
-1.31%J P MORGAN CHASE & CO COM
Shares44.2K
Event2026-03-31
Filed2026-04-15
XOM
-0.69%EXXON MOBIL CORP COM
Shares72.7K
Event2026-03-31
Filed2026-04-15
WM
-0.24%WASTE MGMT INC DEL COM
Shares50.9K
Event2026-03-31
Filed2026-04-15
RDVY
9.51%FIRST TR RISING DIVIDEND ACHIEVERS ETF
Shares149.4K
Event2026-03-31
Filed2026-04-15
LOW
-0.51%LOWES COS INC COM
Shares42.3K
Event2026-03-31
Filed2026-04-15
DE
-3.55%DEERE & CO COM
Shares17.5K
Event2026-03-31
Filed2026-04-15
ABBV
0.35%ABBVIE INC COM
Shares45.3K
Event2026-03-31
Filed2026-04-15
COST
0.69%COSTCO WHOLESALE CORPORATIONCOM
Shares9.2K
Event2026-03-31
Filed2026-04-15
MA
-3.76%MASTERCARD INC CL A
Shares18.1K
Event2026-03-31
Filed2026-04-15
VV
12.36%VANGUARD LARGE CAP ETF
Shares29.4K
Event2026-03-31
Filed2026-04-15
CMI
-4.88%CUMMINS INC COM
Shares15.5K
Event2026-03-31
Filed2026-04-15
EFA
0.60%ETF I-SHARES TRUST EAFE INDEX FUND
Shares81.7K
Event2026-03-31
Filed2026-04-15
CVX
0.04%CHEVRON CORPORATION COM
Shares38.3K
Event2026-03-31
Filed2026-04-15
IJH
6.67%ISHARES CORE S&P MID-CAP ETF
Shares117.3K
Event2026-03-31
Filed2026-04-15
BERKSHIRE HATHAWAY INC DEL CL B NEW
-3.99%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares16.5K
Event2026-03-31
Filed2026-04-15
KO
-0.15%COCA COLA CO COM
Shares104.0K
Event2026-03-31
Filed2026-04-15
V
-2.80%VISA INC COM CL A
Shares26.1K
Event2026-03-31
Filed2026-04-15
NEE
21.78%NEXTERA ENERGY INC COM
Shares81.6K
Event2026-03-31
Filed2026-04-15
SO
2.01%SOUTHERN CO COM
Shares77.5K
Event2026-03-31
Filed2026-04-15
PG
-1.45%PROCTER & GAMBLE CO COM
Shares51.3K
Event2026-03-31
Filed2026-04-15
TT
-2.66%TRANE TECHNOLOGIES PLC
Shares17.2K
Event2026-03-31
Filed2026-04-15
INVESCO QQQ TR UNIT SER 1
12.45%INVESCO QQQ TR UNIT SER 1
Shares12.1K
Event2026-03-31
Filed2026-04-15
GLD
16.32%SPDR GOLD TRUST GOLD SHS
Shares16.2K
Event2026-03-31
Filed2026-04-15
MS
-2.20%MORGAN STANLEY
Shares41.5K
Event2026-03-31
Filed2026-04-15
BROADCOM INC COM
21.28%BROADCOM INC COM
Shares21.4K
Event2026-03-31
Filed2026-04-15
IWR
-2.49%I SHARES RUSSELL MID-CAP INDEX FD
Shares68.0K
Event2026-03-31
Filed2026-04-15
JNJ
20.53%JOHNSON & JOHNSON COM
Shares27.1K
Event2026-03-31
Filed2026-04-15
IJR
-1.14%ISHARES CORE S&P SMALL CAP ETF
Shares50.7K
Event2026-03-31
Filed2026-04-15
IWM
-1.64%I SHARES RUSSELL 2000 INDEX ETF
Shares25.3K
Event2026-03-31
Filed2026-04-15
NFLX
-2.06%NETFLIX INC. COM
Shares65.1K
Event2026-03-31
Filed2026-04-15
HD
-3.44%HOME DEPOT INC COM
Shares18.8K
Event2026-03-31
Filed2026-04-15
MCD
-0.73%MCDONALDS CORP COM
Shares19.9K
Event2026-03-31
Filed2026-04-15
IWF
-3.30%ISHARES TR RUSSELL1000GRW
Shares14.5K
Event2026-03-31
Filed2026-04-15
LINDE PLC SHS
-3.43%LINDE PLC SHS
Shares12.5K
Event2026-03-31
Filed2026-04-15
AFL
-1.92%AFLAC INC COM
Shares54.8K
Event2026-03-31
Filed2026-04-15
EEM
3.50%ISHARES TR INDEX MSCI EMERG MKT
Shares102.4K
Event2026-03-31
Filed2026-04-15
GMAR
0.00%FIRST TR EXCHANGE ETF (MAR)
Shares131.3K
Event2026-03-31
Filed2026-04-15
VO
4.95%VANGUARD INDEX FDS MID CAP ETF
Shares18.7K
Event2026-03-31
Filed2026-04-15
VTI
-0.78%VANGUARD TOTAL STOCK MARKET ETF
Shares15.5K
Event2026-03-31
Filed2026-04-15
XLF
7.64%SELECT SECTOR SPDR TR SBI INT-FINL
Shares90.3K
Event2026-03-31
Filed2026-04-15
TJX
7.17%TJX COS INC NEW COM
Shares27.6K
Event2026-03-31
Filed2026-04-15
ABT
-2.81%ABBOTT LABORATORIES COM
Shares42.1K
Event2026-03-31
Filed2026-04-15
IWN
-2.23%ISHARES TR INDEX RUSL 2000 VALU
Shares22.4K
Event2026-03-31
Filed2026-04-15
AMGN
1.10%AMGEN INC COM
Shares11.8K
Event2026-03-31
Filed2026-04-15
SHYG
-3.55%I SHARES 0-5YR HIGH YIELD CORP BD
Shares97.2K
Event2026-03-31
Filed2026-04-15
AMD
-2.40%ADVANCED MICRO DEVICES INC COM
Shares19.9K
Event2026-03-31
Filed2026-04-15
DTM
4.50%DT MIDSTREAM INC
Shares29.4K
Event2026-03-31
Filed2026-04-15
IWS
1.33%ISHARES TR RUSSELL MCP VL
Shares27.0K
Event2026-03-31
Filed2026-04-15
VEA
11.05%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares60.8K
Event2026-03-31
Filed2026-04-15
PEP
-6.63%PEPSICO INC COM
Shares24.1K
Event2026-03-31
Filed2026-04-15
FYX
21.60%FIRST TRUST SMALL CAP CORE ALPHADEX FUND
Shares31.4K
Event2026-03-31
Filed2026-04-15
ORCL
-5.82%ORACLE CORP COM
Shares24.8K
Event2026-03-31
Filed2026-04-15
SPY
-3.81%STATE STR SPDR S&O 500 ETF TTR UNIT
Shares5.6K
Event2026-03-31
Filed2026-04-15
LHX
30.71%L3 HARRIS TECHNOLOGIES INC
Shares10.2K
Event2026-03-31
Filed2026-04-15
RSG
-3.20%REPUBLIC SVCS INC COM
Shares16.0K
Event2026-03-31
Filed2026-04-15
PSX
1.46%PHILLIPS 66 COM
Shares18.8K
Event2026-03-31
Filed2026-04-15
TXN
112.13%TEXAS INSTRS INC COM
Shares17.6K
Event2026-03-31
Filed2026-04-15
MPC
1.69%MARATHON PETE CORP COM
Shares13.9K
Event2026-03-31
Filed2026-04-15
COP
-1.21%CONOCOPHILLIPS COM
Shares25.5K
Event2026-03-31
Filed2026-04-15
GDX
-18.87%VANECK VECTORS GOLD MINERS ETF
Shares35.9K
Event2026-03-31
Filed2026-04-15
SBUX
-0.23%STARBUCKS CORP COM
Shares36.1K
Event2026-03-31
Filed2026-04-15
UBER
-22.97%UBER TECHNOLOGIES INC COM
Shares44.0K
Event2026-03-31
Filed2026-04-15
PANW
-28.82%PALO ALTO NETWORKS INC
Shares19.7K
Event2026-03-31
Filed2026-04-15
ADP
-3.27%AUTOMATIC DATA PROCESSING INCOM
Shares15.4K
Event2026-03-31
Filed2026-04-15
RTX
2.75%RTX CORPORATION COM
Shares16.2K
Event2026-03-31
Filed2026-04-15
ISTB
9.55%ISHARES CORE 1-5 YEAR USD BD ETF
Shares62.7K
Event2026-03-31
Filed2026-04-15
BND
9.68%VANGUARD BD INDEX FDS TOTAL BND MRKT
Shares41.1K
Event2026-03-31
Filed2026-04-15
GAPR
0.00%FIRST TR EXCHANGE ETF (APR)
Shares74.4K
Event2026-03-31
Filed2026-04-15
SPOT
3.55%SPOTIFY TECHNOLOGY S A SHS
Shares5.8K
Event2026-03-31
Filed2026-04-15
ACWX
5.40%ISHARES MSCI ACWI EX US ETF
Shares40.8K
Event2026-03-31
Filed2026-04-15
LMBS
1.18%FIRST TRUST LOW DURATIONS OPPOS ETF
Shares55.4K
Event2026-03-31
Filed2026-04-15
GNOV
-0.64%ETF FIRST TR EXCHANGE (NOV)
Shares70.4K
Event2026-03-31
Filed2026-04-15
GLW
8.57%CORNING INC COM
Shares20.0K
Event2026-03-31
Filed2026-04-15
CSCO
-0.82%CISCO SYS INC COM
Shares34.9K
Event2026-03-31
Filed2026-04-15
VWO
14.74%VANGUARD INTL EQUITY INDEX EMERG MKT ETF
Shares49.8K
Event2026-03-31
Filed2026-04-15
DVY
-8.53%I SHARES SELECT DIVIDEND INDEX
Shares17.7K
Event2026-03-31
Filed2026-04-15
FPE
-0.83%FIRST TRUST SECURITIES AND INCOME ETF
Shares149.7K
Event2026-03-31
Filed2026-04-15
HYG
10.37%ISHARES TRUSTIBOXX HIGHYIELDCORPORATE BOND
Shares33.3K
Event2026-03-31
Filed2026-04-15
IWV
-10.37%ISHARES TR RUSSELL 3000 ETF
Shares7.0K
Event2026-03-31
Filed2026-04-15
GAUG
0.00%ETF FIRST TR EXCHANGE (AUG)
Shares66.6K
Event2026-03-31
Filed2026-04-15
GRMN
-1.93%GARMIN LTD SHS
Shares10.3K
Event2026-03-31
Filed2026-04-15
XLU
18.70%SELECT SECTOR SPDR TR SBI INT-UTILS
Shares49.3K
Event2026-03-31
Filed2026-04-15
RWR
16.77%ETF SPDR DOW JONES REIT
Shares21.8K
Event2026-03-31
Filed2026-04-15
BAC
31.74%BANK OF AMERICA CORPORATION COM
Shares45.0K
Event2026-03-31
Filed2026-04-15
SCHW
11.56%SCHWAB CHARLES CORP NEW COM
Shares22.9K
Event2026-03-31
Filed2026-04-15
CME
5.06%CME GROUP INC COM
Shares7.3K
Event2026-03-31
Filed2026-04-15
PJAN
-22.35%INNOVATOR U.S. EQUITY POWER BUFFER (JAN)
Shares46.4K
Event2026-03-31
Filed2026-04-15
TMO
105.58%THERMO FISHER SCIENTIFIC INC
Shares4.3K
Event2026-03-31
Filed2026-04-15
INTU
5.96%INTUIT COM
Shares4.9K
Event2026-03-31
Filed2026-04-15
GMAY
0.00%FIRST TR EXCHANGE ETF (MAY)
Shares50.5K
Event2026-03-31
Filed2026-04-15
GSEP
-10.29%ETF FIRST TR EXCHANGE (SEP)
Shares54.3K
Event2026-03-31
Filed2026-04-15
CTVA
1.33%CORTEVA INC COM
Shares24.5K
Event2026-03-31
Filed2026-04-15
XLK
-2.17%SELECT SECTOR SPDR TR TECHNOLOGY
Shares15.4K
Event2026-03-31
Filed2026-04-15
IJT
-1.14%ISHARES S&P SMALL CAP 600 GROWTH INDEX FUND
Shares13.7K
Event2026-03-31
Filed2026-04-15
SPSB
9.17%SPDR SERIES TRUST BARC SHT TR CP
Shares65.5K
Event2026-03-31
Filed2026-04-15
GFEB
-1.45%FIRST TR EXCHANGE ETF (FEB)
Shares47.6K
Event2026-03-31
Filed2026-04-15
DUKE ENERGY CORP NEW COM NEW
-3.28%DUKE ENERGY CORP NEW COM NEW
Shares14.9K
Event2026-03-31
Filed2026-04-15
VZ
-2.56%VERIZON COMMUNICATIONS COM
Shares36.9K
Event2026-03-31
Filed2026-04-15
COF
2.44%CAPITAL ONE FINL CORP COM
Shares10.1K
Event2026-03-31
Filed2026-04-15
ITW
-5.60%ILLINOIS TOOL WKS INC COM
Shares7.1K
Event2026-03-31
Filed2026-04-15
GJUL
-6.28%FIRST TR EXCHANGE ETF (JULY)
Shares44.8K
Event2026-03-31
Filed2026-04-15
IJS
4.88%ISHARES S&P SMALL CAP 600 VALUE INDEX FUND
Shares14.6K
Event2026-03-31
Filed2026-04-15
SOLSTICE ADVANCED MATLS INC
1.12%SOLSTICE ADVANCED MATLS INC
Shares22.1K
Event2026-03-31
Filed2026-04-15
MCHP
-2.64%MICROCHIP TECHNOLOGY INC COM
Shares25.6K
Event2026-03-31
Filed2026-04-15
DIS
-36.16%WALT DISNEY COMPANY
Shares17.1K
Event2026-03-31
Filed2026-04-15
VOT
3.22%ETF VANGUARD MID-CAP
Shares6.2K
Event2026-03-31
Filed2026-04-15
UNH
-36.03%UNITEDHEALTH GROUP INC COM
Shares5.8K
Event2026-03-31
Filed2026-04-15
SDVY
-4.48%FIRST TR EXCHANGE TRADED FD SMID RISNG ETF
Shares39.2K
Event2026-03-31
Filed2026-04-15
CSX
-8.67%CSX CORP COM
Shares37.2K
Event2026-03-31
Filed2026-04-15
HON
-30.47%HONEYWELL INTL INC COM
Shares6.6K
Event2026-03-31
Filed2026-04-15
NSC
-1.79%NORFOLK SOUTHERN CORP COM
Shares5.1K
Event2026-03-31
Filed2026-04-15
SOXX
-4.68%ISHARES SEMICONDUCTOR ETF
Shares4.4K
Event2026-03-31
Filed2026-04-15
EMR
-7.35%EMERSON ELEC CO COM
Shares11.0K
Event2026-03-31
Filed2026-04-15
CRWD
-56.96%CROWDSTRIKE HLDGS INC CL A
Shares3.7K
Event2026-03-31
Filed2026-04-15
VLTO
-21.51%VERALTO CORP COM SHS
Shares15.7K
Event2026-03-31
Filed2026-04-15
SKYY
-0.63%FIRST TR EXCHANGE-TRADED FD CLOUD COMPUTING
Shares12.6K
Event2026-03-31
Filed2026-04-15
IJK
-0.53%ISHARES S&P MIDCAP 400 GROWTH INDEX FUND
Shares13.6K
Event2026-03-31
Filed2026-04-15
XPO
-2.85%XPO LOGISTICS INC COM
Shares6.8K
Event2026-03-31
Filed2026-04-15
MERCK & CO INC NEW COM
-0.19%MERCK & CO INC NEW COM
Shares11.0K
Event2026-03-31
Filed2026-04-15
VNQ
-20.22%VANGUARD INDEX FDS REIT ETF
Shares14.3K
Event2026-03-31
Filed2026-04-15
GOCT
-0.71%FIRST TR EXCHANGE ETF (OCT) CBOE VEST US EQUITY
Shares32.8K
Event2026-03-31
Filed2026-04-15
VBK
-1.55%VANGUARD SMALL-CAP GROWTH ETF
Shares4.1K
Event2026-03-31
Filed2026-04-15
ED
-6.18%CONSOLIDATED EDISON INC COM
Shares11.0K
Event2026-03-31
Filed2026-04-15
GJUN
0.00%FIRST TR EXCHANGE ETF (JUNE)
Shares31.1K
Event2026-03-31
Filed2026-04-15
PFF
-5.69%ISHARES TR US PFD STK IDX
Shares40.4K
Event2026-03-31
Filed2026-04-15
SYY
-1.73%SYSCO CORP
Shares17.0K
Event2026-03-31
Filed2026-04-15
CHKP
-7.92%CHECK POINT SOFTWARE TECH LTORD
Shares8.5K
Event2026-03-31
Filed2026-04-15
PMAR
-0.57%INNOVATOR ETFS TRUST S&P 500POWER BUFFER (MAR)
Shares27.2K
Event2026-03-31
Filed2026-04-15
DTE
-2.24%DTE ENERGY CO COM
Shares8.3K
Event2026-03-31
Filed2026-04-15
T
-14.98%AT&T INC
Shares40.0K
Event2026-03-31
Filed2026-04-15
SPGI
-9.62%S&P GLOBAL INC COM
Shares2.6K
Event2026-03-31
Filed2026-04-15
IWD
-1.71%ISHARES TR RUS 1000 VAL ETF
Shares5.1K
Event2026-03-31
Filed2026-04-15
VOE
-3.24%VANGUARD MID-CAP VALUE
Shares5.9K
Event2026-03-31
Filed2026-04-15
D
-5.62%DOMINION RES INC VA NEW COM
Shares17.3K
Event2026-03-31
Filed2026-04-15
VONG
-1.51%ETF VANGUARD SCOTTSDALE FDS VNG RUS1000GRW
Shares9.8K
Event2026-03-31
Filed2026-04-15
CINF
0.00%CINN FINCL CRPT OHIO
Shares6.5K
Event2026-03-31
Filed2026-04-15
XLY
-1.74%SELECT SECTOR SPDR TR SBI CONS DISCR
Shares9.0K
Event2026-03-31
Filed2026-04-15
MEDTRONIC PLC SHS
8.10%MEDTRONIC PLC SHS
Shares11.3K
Event2026-03-31
Filed2026-04-15
QCOM
-16.68%QUALCOMM INC COM
Shares7.6K
Event2026-03-31
Filed2026-04-15
ALPHABET INC CAP STK CL C
-11.95%ALPHABET INC CAP STK CL C
Shares3.3K
Event2026-03-31
Filed2026-04-15
PFE
2.13%PFIZER INC COM
Shares33.8K
Event2026-03-31
Filed2026-04-15
VONV
0.00%VANGUARD RUSSELL 1000 ETF
Shares9.9K
Event2026-03-31
Filed2026-04-15
BMY
58.75%BRISTOL MYERS SQUIBB CO COM
Shares15.3K
Event2026-03-31
Filed2026-04-15
FTCS
-0.91%FIRST TRUST CAPITAL STRENGTHETF
Shares9.8K
Event2026-03-31
Filed2026-04-15
KRE
-1.39%SPDR S&P REGIONAL BANKING ETF
Shares13.7K
Event2026-03-31
Filed2026-04-15
IVV
-11.07%ISHARES TR CORE S&P500 ETF
Shares1.3K
Event2026-03-31
Filed2026-04-15
VBR
-3.41%VANGUARD INDEX FDS SMALL CAP
Shares3.9K
Event2026-03-31
Filed2026-04-15
SLV
-22.52%ISHARES SILVER TRUST ISHARES
Shares12.4K
Event2026-03-31
Filed2026-04-15
IVW
-5.70%ISHARES S&P 500 GROWTH INDEX FUND
Shares7.4K
Event2026-03-31
Filed2026-04-15
TFC
0.00%TRUIST FINL CORP COM
Shares16.9K
Event2026-03-31
Filed2026-04-15
PDEC
-0.14%INNOVATOR ETFS TRUST (PDEC)
Shares17.9K
Event2026-03-31
Filed2026-04-15
REMX
0.00%VANECK RARE/EARTHSTRATEGIC METALS
Shares8.0K
Event2026-03-31
Filed2026-04-15
IDCC
-5.51%INTERDIGITAL INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-15
IEFA
0.82%ISHARES TR CORE MSCI EAFE
Shares7.4K
Event2026-03-31
Filed2026-04-15
IBM
-6.03%INTERNATIONAL BUSINESS MACHSCOM
Shares2.8K
Event2026-03-31
Filed2026-04-15
MAR
0.00%MARRIOTT INTERNATION NEW CL A
Shares2.0K
Event2026-03-31
Filed2026-04-15
POCT
-0.54%INNOVATOR ETFS TRUST S&P 500 POWER BUFFER (OCT)
Shares14.8K
Event2026-03-31
Filed2026-04-15
FIRST CTZNS BANCSHARES INC DCL A
0.00%FIRST CTZNS BANCSHARES INC DCL A
Shares330
Event2026-03-31
Filed2026-04-15
ALB
-3.61%ALBEMARLE CORP COM
Shares3.4K
Event2026-03-31
Filed2026-04-15
VRSK
-12.34%VERISK ANALYTICS INC COM
Shares3.2K
Event2026-03-31
Filed2026-04-15
DHR
-45.44%DANAHER CORP DEL COM
Shares3.2K
Event2026-03-31
Filed2026-04-15
TSLA
4.15%TESLA MTRS INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-15
IDXX
11.59%IDEXX LABS INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-15
MCK
53.56%MCKESSON CORP COM
Shares668
Event2026-03-31
Filed2026-04-15
CARR
-6.65%CARRIER GLOBAL CORP
Shares10.1K
Event2026-03-31
Filed2026-04-15
MET
0.00%MET LIFE COMMON STOCK
Shares8.0K
Event2026-03-31
Filed2026-04-15
VB
0.14%VANGUARD INDEX FDS SMALL CP ETF
Shares2.1K
Event2026-03-31
Filed2026-04-15
RCL
0.00%ROYAL CARIBBEAN CRUISES LTD COM
Shares2.0K
Event2026-03-31
Filed2026-04-15
ITA
2.25%ISHARES TR US AER DEF ETF
Shares2.5K
Event2026-03-31
Filed2026-04-15
HACK
-9.60%ETF AMPLIFY CYBERSECURITY
Shares7.1K
Event2026-03-31
Filed2026-04-15
IEMG
0.00%ISHARES INC CORE MSCI EMKT
Shares7.7K
Event2026-03-31
Filed2026-04-15
YUM
4.90%YUM BRANDS INC COM
Shares3.4K
Event2026-03-31
Filed2026-04-15
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares615
Event2026-03-31
Filed2026-04-15
AEP
-7.56%AMERICAN ELEC PWR INC COM
Shares4.0K
Event2026-03-31
Filed2026-04-15
THE CIGNA GROUP COM
-8.37%THE CIGNA GROUP COM
Shares1.9K
Event2026-03-31
Filed2026-04-15
AXP
-0.12%AMERICAN EXPRESS CO COM
Shares1.6K
Event2026-03-31
Filed2026-04-15
NKE
-11.00%NIKE INC
Shares9.1K
Event2026-03-31
Filed2026-04-15
DHI
-39.88%D R HORTON INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-15
IWP
-1.77%ISHARES TR RUSSELL MID CAP G
Shares3.6K
Event2026-03-31
Filed2026-04-15
SHW
-6.28%SHERWIN WILLIAMS CO COM
Shares1.4K
Event2026-03-31
Filed2026-04-15
VANGUARD INDEX FDS S&P 500 ETF SHS
4.20%VANGUARD INDEX FDS S&P 500 ETF SHS
Shares744
Event2026-03-31
Filed2026-04-15
CL
-7.29%COLGATE PALMOLIVE CO COM
Shares5.1K
Event2026-03-31
Filed2026-04-15
PNC
0.00%PNC FINL SVCS GROUP INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-15
HBAN
0.00%HUNTINGTON BANCSHARES INC COM
Shares26.6K
Event2026-03-31
Filed2026-04-15
TSM
0.68%TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADR
Shares1.2K
Event2026-03-31
Filed2026-04-15
XLE
-0.93%SELECT SECTOR SPDR TR SBI INT-ENERGY
Shares6.4K
Event2026-03-31
Filed2026-04-15
ODFL
13.22%OLD DOMINION FREIGHT LINE INCOM
Shares2.0K
Event2026-03-31
Filed2026-04-15
UBSI
0.00%UNITED BANKSHARES INC WV
Shares9.3K
Event2026-03-31
Filed2026-04-15
PAUG
-7.79%INNOVATOR U.S. EQUITY POWER BUFFER ETF (AUG)
Shares8.9K
Event2026-03-31
Filed2026-04-15
BA
4.86%BOEING CO COM
Shares1.9K
Event2026-03-31
Filed2026-04-15
BNDX
NewVANGUARD TOTAL INTERNATIONAL BD ETF
Shares7.9K
Event2026-03-31
Filed2026-04-15
TGT
-18.96%TARGET CORP COM
Shares3.1K
Event2026-03-31
Filed2026-04-15
XLV
-19.77%CEF SELECT SECTOR SPDR FUND HEALTHCARE BE
Shares2.5K
Event2026-03-31
Filed2026-04-15
AIA
-2.85%ISHARES TR ASIA 50 ETF
Shares3.4K
Event2026-03-31
Filed2026-04-15
IYR
-2.25%ISHARES TR U.S. REAL ES ETF
Shares3.7K
Event2026-03-31
Filed2026-04-15
UNP
0.00%UNION PAC CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-15
CMG
-28.72%CHIPOTLE MEXICAN GRILL INC COM
Shares10.3K
Event2026-03-31
Filed2026-04-15
IVE
0.00%ISHARES S&P 500 VALUE INDEX FUND
Shares1.5K
Event2026-03-31
Filed2026-04-15
PSEP
-1.89%INNOVATOR ETFS TRUST US EQTY PWR BUF (SEP)
Shares7.3K
Event2026-03-31
Filed2026-04-15
PNOV
0.20%INNOVATOR ETFS TRUST US EQTY PWR BUF(NOV)
Shares7.6K
Event2026-03-31
Filed2026-04-15
ADM
61.87%ARCHER DANIELS MIDLAND
Shares4.2K
Event2026-03-31
Filed2026-04-15
LMT
0.00%LOCKHEED MARTIN CORP COM
Shares509
Event2026-03-31
Filed2026-04-15
PAPR
-1.99%INNOVATOR ETFS TRUST US EQT PWR BUF (APR)
Shares7.4K
Event2026-03-31
Filed2026-04-15
BABA
0.00%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares2.4K
Event2026-03-31
Filed2026-04-15
GENERAL DYNAMICS CORP COM
0.00%GENERAL DYNAMICS CORP COM
Shares850
Event2026-03-31
Filed2026-04-15
UPS
-5.14%UNITED PARCEL SVCS INC CL B
Shares3.0K
Event2026-03-31
Filed2026-04-15
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY FD
Shares412
Event2026-03-31
Filed2026-04-15
PLTM
0.00%GRANITESHARES PLA
Shares15.0K
Event2026-03-31
Filed2026-04-15
HSY
0.00%HERSHEY CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-15
SDY
37.10%SPDR SERIES TRUST S&P DIVID ETF
Shares1.9K
Event2026-03-31
Filed2026-04-15
XYL
-20.34%XYLEM INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-15
DIA
0.00%STATE STR SPDR DOW JONES INDUT SER 1
Shares584
Event2026-03-31
Filed2026-04-15
LYV
-3.75%LIVE NATION INC
Shares1.8K
Event2026-03-31
Filed2026-04-15
VIG
-5.29%VANGUARD SPECIALIZED PORTFOLDIV APP ETF
Shares1.3K
Event2026-03-31
Filed2026-04-15
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-15
PJUL
0.27%INNOVATOR ETFS TRUST (JUL)
Shares5.6K
Event2026-03-31
Filed2026-04-15
GIS
-20.84%GENERAL MILLS INC COM
Shares6.1K
Event2026-03-31
Filed2026-04-15
AJG
0.00%GALLAGHER ARTHUR J & CO COM
Shares1.0K
Event2026-03-31
Filed2026-04-15
USB
-1.16%US BANCORP COM NEW
Shares4.2K
Event2026-03-31
Filed2026-04-15
BK
-0.27%BANK OF NEW YORK MELLON CORPCOM
Shares1.8K
Event2026-03-31
Filed2026-04-15
FSLR
-68.79%FIRST SOLAR INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-15
EL
20.30%LAUDER ESTEE COS INC CL A
Shares3.0K
Event2026-03-31
Filed2026-04-15
FV
0.00%FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF
Shares3.5K
Event2026-03-31
Filed2026-04-15
MSCI
-4.88%MSCI INC COM
Shares390
Event2026-03-31
Filed2026-04-15
VFH
0.00%VANGUARD WORLD FDS FINANCIALS ETF
Shares1.7K
Event2026-03-31
Filed2026-04-15
XLI
-39.42%SELECT SECTOR SPDR TR SBI INT-INDS
Shares1.3K
Event2026-03-31
Filed2026-04-15
PM
-1.60%PHILIP MORRIS INTL INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-15
VYM
0.00%VANGUARD WHITEHALL FDS INC HIGH DIV YLD
Shares1.4K
Event2026-03-31
Filed2026-04-15
BP
-2.22%BP PLC
Shares4.2K
Event2026-03-31
Filed2026-04-15
VAW
0.00%VANGUARD MATERIALS EDP
Shares863
Event2026-03-31
Filed2026-04-15
PH
0.00%PARKER HANNIFIN CORP COM
Shares217
Event2026-03-31
Filed2026-04-15
ET
-2.55%ENERGY TRANSFER EQUITY L P COM UT LTD PTN
Shares10.0K
Event2026-03-31
Filed2026-04-15
BDX
-1.62%BECTON DICKINSON & CO COM
Shares1.2K
Event2026-03-31
Filed2026-04-15
OTIS
-16.25%OTIS WORLDWIDE CORP
Shares2.4K
Event2026-03-31
Filed2026-04-15
ROK
0.00%ROCKWELL AUTOMATION INC COM
Shares520
Event2026-03-31
Filed2026-04-15
GPC
-32.00%GENUINE PARTS CO COM
Shares1.8K
Event2026-03-31
Filed2026-04-15
VCR
0.00%VANGUARD CONSUMER DISC INDEXETF
Shares505
Event2026-03-31
Filed2026-04-15
ICE
0.00%INTERCONTINENTAL EXCHANGE INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-15
ADI
0.00%ANALOG DEVICES INC COM
Shares552
Event2026-03-31
Filed2026-04-15
EMB
491.80%ETF ISHARES JPM USD EM
Shares1.8K
Event2026-03-31
Filed2026-04-15
XLB
1218.00%SELECT SECTOR SPDR TR SBI MATERIALS
Shares3.3K
Event2026-03-31
Filed2026-04-15
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares170
Event2026-03-31
Filed2026-04-15
VTV
7.90%VANGUARD INDEX FDS VALUE ETF
Shares806
Event2026-03-31
Filed2026-04-15
ELV
0.00%ELEVANCE HEALTH INC COM
Shares515
Event2026-03-31
Filed2026-04-15
MDY
0.00%STATE STR SPDR S&P MIDCAP 40OUTSER1 S&PDCRP
Shares240
Event2026-03-31
Filed2026-04-15
DOW
-6.17%DOW HLDGS INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-15
APD
-4.21%AIR PRODUCTS AND CHEMICALS ICOM
Shares500
Event2026-03-31
Filed2026-04-15
SHEL
-36.10%ROYAL DUTCH SHELL ADR
Shares1.6K
Event2026-03-31
Filed2026-04-15
WFC
4.36%WELLS FARGO & CO COM
Shares1.8K
Event2026-03-31
Filed2026-04-15
FPX
0.00%FIRST TRUST EXHANGE TRADED TRST EQUITY OPPORT E
Shares890
Event2026-03-31
Filed2026-04-15
PBR
0.00%PETROLEO BRASILEIRO S A SPONSORED ADR
Shares6.8K
Event2026-03-31
Filed2026-04-15
MO
0.00%ALTRIA GROUP INC
Shares2.1K
Event2026-03-31
Filed2026-04-15
LQD
-5.96%ISHARES IBOXX $ INVESTMENT GRADE CORP BD FD
Shares1.3K
Event2026-03-31
Filed2026-04-15
ESOA
0.00%ENERGY SVCS OF AMERICA CORP COM
Shares10.4K
Event2026-03-31
Filed2026-04-15
XTL
0.00%ETF SPDR S&P TELECOM
Shares700
Event2026-03-31
Filed2026-04-15
ACCENTURE PLC IRELAND SHS CLASS A
-25.14%ACCENTURE PLC IRELAND SHS CLASS A
Shares655
Event2026-03-31
Filed2026-04-15
IGF
1.35%ISHARES TR GLB INFRASTR ETF
Shares1.9K
Event2026-03-31
Filed2026-04-15
APH
0.00%AMPHENOL CORP CL A
Shares960
Event2026-03-31
Filed2026-04-15
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM UNIT
Shares3.1K
Event2026-03-31
Filed2026-04-15
XLP
-2.05%SELECT SECTOR SPDR TR SBI CONS STPLS
Shares1.4K
Event2026-03-31
Filed2026-04-15
CRM
0.00%SALESFORCE COM INC COM
Shares625
Event2026-03-31
Filed2026-04-15
XLC
76.27%SELECT SECTOR COMMUNICATIONS
Shares1.0K
Event2026-03-31
Filed2026-04-15
LAM RESEARCH CORP COM NEW
0.00%LAM RESEARCH CORP COM NEW
Shares526
Event2026-03-31
Filed2026-04-15
STZ
-41.95%CONSTELLATION BRANDS INC CL A
Shares746
Event2026-03-31
Filed2026-04-15
TRV
0.00%TRAVELERS COMPANIES INC COM
Shares381
Event2026-03-31
Filed2026-04-15
TIP
0.00%ISHARES BARCLAYS TIP BOND FUND
Shares1.0K
Event2026-03-31
Filed2026-04-15
PML
0.00%PIMCO MUN INCOME FD II COM
Shares14.5K
Event2026-03-31
Filed2026-04-15
MMM
0.00%3M CO COM
Shares755
Event2026-03-31
Filed2026-04-15
IJJ
-2.25%ISHARES S&P MIDCAP 400 VALUE INDEX FUND
Shares825
Event2026-03-31
Filed2026-04-15
AGG
-26.29%ISHARES CORE TOTAL US BOND MARKET ETF
Shares1.1K
Event2026-03-31
Filed2026-04-15
CCL
0.00%CARNIVAL CORP COMMON STOCK
Shares3.9K
Event2026-03-31
Filed2026-04-15
EQIX
0.00%EQUINIX INC COM PAR $0.001
Shares102
Event2026-03-31
Filed2026-04-15
CDW
-32.37%CDW CORP COM
Shares823
Event2026-03-31
Filed2026-04-15
PRU
0.00%PRUDENTIAL FINL INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-15
CVS
-10.35%CVS HEALTH CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-15
FNX
0.00%FIRST TRUST MID CAP CORE ALPHADEX FD
Shares725
Event2026-03-31
Filed2026-04-15
WPM
0.00%WHEATON PRECIOUS METALS CORPCOM
Shares699
Event2026-03-31
Filed2026-04-15
EQT CORP COM
-3.44%EQT CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-15
PNW
-44.47%PINNACLE WEST CAPITAL CORP
Shares888
Event2026-03-31
Filed2026-04-15
JHMM
0.00%JOHN HANCOCK MULTIFACTOR MID CAP ETF
Shares1.3K
Event2026-03-31
Filed2026-04-15
AMAT
0.00%APPLIED MATLS INC COM
Shares249
Event2026-03-31
Filed2026-04-15
ETY
0.00%EATON VANCE TAX MGD DIV EQUITY INCOME FUND
Shares6.0K
Event2026-03-31
Filed2026-04-15
BLACKSTONE INC
0.00%BLACKSTONE INC
Shares712
Event2026-03-31
Filed2026-04-15
VTEB
0.00%VANGUARD MUN BD FD TAX EXEMPT BD INDEX
Shares1.6K
Event2026-03-31
Filed2026-04-15
MDU
-6.10%MDU RESOURCES GROUP
Shares3.9K
Event2026-03-31
Filed2026-04-15
NOC
0.00%NORTHROP GRUMMAN CORP
Shares116
Event2026-03-31
Filed2026-04-15
ASML
0.00%ASML HOLDING NV N Y REGISTRY SHS
Shares59
Event2026-03-31
Filed2026-04-15
QUAL
0.00%I SHARES EDGE MSCI USA ETF
Shares400
Event2026-03-31
Filed2026-04-15
VPU
-2.53%VANGUARD WORLD FDS UTILITIES ETF
Shares385
Event2026-03-31
Filed2026-04-15
ISRG
0.00%INTUITIVE SURGICAL INC COM NEW
Shares164
Event2026-03-31
Filed2026-04-15
KR
0.00%KROGER CO COM
Shares1.0K
Event2026-03-31
Filed2026-04-15
VHT
0.00%VANGUARD WORLD FDS HEALTH CAR ETF
Shares248
Event2026-03-31
Filed2026-04-15
EATON CORP PLC SHS
0.00%EATON CORP PLC SHS
Shares187
Event2026-03-31
Filed2026-04-15
CITIGROUP INC COM NEW
0.00%CITIGROUP INC COM NEW
Shares582
Event2026-03-31
Filed2026-04-15
VUG
-3.85%VANGUARD GROWTH ETF
Shares150
Event2026-03-31
Filed2026-04-15
PMAY
0.00%INNOVATOR ETFS TRUST S&P 500POWER BUFFER (MAY)
Shares1.6K
Event2026-03-31
Filed2026-04-15
WMB
0.00%WILLIAMS COS INC DEL COM
Shares886
Event2026-03-31
Filed2026-04-15
HWM
0.00%HOWMET AEROSPACE INC COM
Shares276
Event2026-03-31
Filed2026-04-15
SIVR
0.00%ABRDN SILVER ETF TRUST PHYSCL SILVR SHS
Shares875
Event2026-03-31
Filed2026-04-15
ECG
-17.45%EVERUS CONSTR GROUP COM
Shares530
Event2026-03-31
Filed2026-04-15
SLF
0.00%SUN LIFE FINL INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-15
FICO
9.43%FAIR ISAAC CORP COM
Shares58
Event2026-03-31
Filed2026-04-15
FNV
0.00%FRANCO NEV CORP COM
Shares250
Event2026-03-31
Filed2026-04-15
ES
0.00%EVERSOURCE ENERGY COM
Shares885
Event2026-03-31
Filed2026-04-15
SCHG
0.00%SCHWAB STRATEGIC TR US LCAP GR ETF
Shares2.1K
Event2026-03-31
Filed2026-04-15
ADBE
0.00%ADOBE INC COM
Shares250
Event2026-03-31
Filed2026-04-15
AVY
-23.91%AVERY DENNISON CORP COM
Shares350
Event2026-03-31
Filed2026-04-15
GDXJ
0.00%VANECK JUNIOR GOLD MINERS ETF
Shares500
Event2026-03-31
Filed2026-04-15
PWR
-15.50%QUANTA SVCS INC COM
Shares109
Event2026-03-31
Filed2026-04-15
FCX
0.00%FREEPORT MCMORAN INC CL B
Shares1.0K
Event2026-03-31
Filed2026-04-15
BINC
NewISHARES FLEXIBLE INC ETF
Shares1.1K
Event2026-03-31
Filed2026-04-15
WAT
550.00%WATERS CORP COM
Shares195
Event2026-03-31
Filed2026-04-15
EVV
0.00%EATON VANCE LIMITED DURATIONCOM
Shares6.0K
Event2026-03-31
Filed2026-04-15
SPYG
0.00%ETF SPDR PORT S&P 500 GROWTH
Shares570
Event2026-03-31
Filed2026-04-15
CANADIAN PAC KANS CITY LTD NPV
0.00%CANADIAN PAC KANS CITY LTD NPV
Shares688
Event2026-03-31
Filed2026-04-15
CMCSA
-28.14%COMCAST CORPORATION (NEW)
Shares1.9K
Event2026-03-31
Filed2026-04-15
IBKR
0.00%INTERACTIVE BROKERS GROUP INCOM CL A
Shares800
Event2026-03-31
Filed2026-04-15
EOG
0.00%EOG RES INC COM
Shares370
Event2026-03-31
Filed2026-04-15
IR
-0.15%INGERSOLL RAND INC COM
Shares659
Event2026-03-31
Filed2026-04-15
FAST
0.00%FASTENAL CO COM
Shares1.1K
Event2026-03-31
Filed2026-04-15
ALLSPRING UTILITIES AND HIGHINCOME FUND
0.00%ALLSPRING UTILITIES AND HIGHINCOME FUND
Shares4.1K
Event2026-03-31
Filed2026-04-15
BALL
0.00%BALL CORP COM
Shares842
Event2026-03-31
Filed2026-04-15
CB
-11.24%CHUBB LTD SWITZ COM
Shares150
Event2026-03-31
Filed2026-04-15
PFG
0.00%PRINCIPAL FINANCIAL
Shares525
Event2026-03-31
Filed2026-04-15
DVA
-57.64%DAVITA HEALTHCARE PARTNERS ICOM
Shares305
Event2026-03-31
Filed2026-04-15
RGLD
0.00%ROYAL GOLD INC ETF
Shares182
Event2026-03-31
Filed2026-04-15
IWY
0.00%I SHARES RUSSELL TOP 200 GROWTH ETF
Shares185
Event2026-03-31
Filed2026-04-15
MKL
0.00%MARKEL GROUP INC COM
Shares24
Event2026-03-31
Filed2026-04-15
HYLS
0.00%FIRST TRUST EXCHANGE TRADED FD HIGH YIELD
Shares1.1K
Event2026-03-31
Filed2026-04-15
VTRS
0.00%VIATRIS INC
Shares3.3K
Event2026-03-31
Filed2026-04-15
MGM
0.00%MGM RESORTS INTERNATIONAL COM
Shares1.2K
Event2026-03-31
Filed2026-04-15
VMBS
17.75%VANGUARD MTG BKD ETF
Shares942
Event2026-03-31
Filed2026-04-15
FE
0.00%FIRSTENERGY CORP COM
Shares862
Event2026-03-31
Filed2026-04-15
IHAK
0.00%ISHARES TR CYBERSECURITY
Shares1.0K
Event2026-03-31
Filed2026-04-15
FEM
0.00%FIRST TR TRADED ALPHADEX FD II
Shares1.4K
Event2026-03-31
Filed2026-04-15
SPYD
-10.01%SPDR PORTFOLIO S & P 500 HIGH DIVIDEND FD
Shares953
Event2026-03-31
Filed2026-04-15
FCBC
0.00%FIRST CMNTY BANCSHARES INC NCOM
Shares1.0K
Event2026-03-31
Filed2026-04-15
CTRA
0.00%COTERRA ENERGY INC
Shares1.2K
Event2026-03-31
Filed2026-04-15
IBIT
-40.69%ISHARES BITCOIN TRUST ETF SHS BEN INT
Shares1.1K
Event2026-03-31
Filed2026-04-15
VRT
-50.00%VERTIV HOLDINGS CO COM CL A
Shares165
Event2026-03-31
Filed2026-04-15
CNI
0.00%CANADIAN NATL RY CO COM
Shares395
Event2026-03-31
Filed2026-04-15
MDLZ
-5.28%MONDELEZ INTL INC CL A
Shares700
Event2026-03-31
Filed2026-04-15
INVESCO TR EDP S&P 500 EQUAL WEIGHT
133.33%INVESCO TR EDP S&P 500 EQUAL WEIGHT
Shares210
Event2026-03-31
Filed2026-04-15
VXF
0.00%VANGUARD I EXTENDED MARKET ETF
Shares193
Event2026-03-31
Filed2026-04-15
SYK
0.00%STRYKER CORP COM
Shares120
Event2026-03-31
Filed2026-04-15
NCLH
0.00%NORWEGIAN CRUISE LINE HLDGS SHS
Shares2.1K
Event2026-03-31
Filed2026-04-15
PGR
0.00%PROGRESSIVE CORP OHIO COM
Shares197
Event2026-03-31
Filed2026-04-15
NUE
0.00%NUCOR CORP COM
Shares230
Event2026-03-31
Filed2026-04-15
ROST
0.00%ROSS STORES INC COM
Shares177
Event2026-03-31
Filed2026-04-15
IFV
0.00%FIRST TRUST DORSEY WRIGHT INTER FOCUS ETF
Shares1.5K
Event2026-03-31
Filed2026-04-15
EXC
0.00%EXELON CORP COM
Shares755
Event2026-03-31
Filed2026-04-15
RITM
0.00%RITHM CAPITAL CORP
Shares3.9K
Event2026-03-31
Filed2026-04-15
PSK
0.00%SPDR WELLS FARGO PFD STOCK
Shares1.2K
Event2026-03-31
Filed2026-04-15
BITMINE IMMERSION TECNOLOGIECOM NEW
0.00%BITMINE IMMERSION TECNOLOGIECOM NEW
Shares1.8K
Event2026-03-31
Filed2026-04-15
VEU
NewVANGUARD INTL EQUITY INDEX FD INC
Shares468
Event2026-03-31
Filed2026-04-15
VT
238.67%ETF VANGUARD TOTAL WLD
Shares254
Event2026-03-31
Filed2026-04-15
MELI
0.00%MERCADOLIBRE INC COM
Shares20
Event2026-03-31
Filed2026-04-15
KNF
0.00%KNIFE RIVER CORP COMMON STOCK
Shares417
Event2026-03-31
Filed2026-04-15
APOLLO GLOBAL MGMT INC
0.00%APOLLO GLOBAL MGMT INC
Shares305
Event2026-03-31
Filed2026-04-15
SOBO
0.00%SOUTH BOW CORP
Shares1.0K
Event2026-03-31
Filed2026-04-15
SNOW
0.00%SNOWFLAKE INC COM SHS
Shares220
Event2026-03-31
Filed2026-04-15
NWSA
-13.16%NEWS CORP NEW CL A
Shares1.3K
Event2026-03-31
Filed2026-04-15
SJNK
0.00%BARCLAYS SHORT TERM HIGH YIELD FD
Shares1.3K
Event2026-03-31
Filed2026-04-15
TSN
0.00%TYSON FOODS INC CL A
Shares495
Event2026-03-31
Filed2026-04-15
HPI
0.00%HANCOCK JOHN PFD INCOME FD SH BEN INT
Shares2.0K
Event2026-03-31
Filed2026-04-15
WBD
-19.87%DISCOVERY GLOBAL HOLDINGS INC COM SER A
Shares1.1K
Event2026-03-31
Filed2026-04-15
MU
-82.00%MICRON TECHNOLOGY INC COM
Shares90
Event2026-03-31
Filed2026-04-15
GLAXOSMITHKLINE PLC 25P ADR
0.00%GLAXOSMITHKLINE PLC 25P ADR
Shares550
Event2026-03-31
Filed2026-04-15
TMUS
0.00%T-MOBILE US INC
Shares141
Event2026-03-31
Filed2026-04-15
EVRG
0.00%EVERGY INC
Shares358
Event2026-03-31
Filed2026-04-15
PFEB
0.00%INNOVATOR ETFS TRUST (FEB)
Shares700
Event2026-03-31
Filed2026-04-15
VVV
0.00%VALVOLINE INC
Shares823
Event2026-03-31
Filed2026-04-15
PAAS
0.00%PAN AMERICAN SILVER CORP COM
Shares500
Event2026-03-31
Filed2026-04-15
MMC
0.00%MARSH COM
Shares157
Event2026-03-31
Filed2026-04-15
IYW
0.00%ISHARES TR DJ US TECH SEC
Shares150
Event2026-03-31
Filed2026-04-15
PHO
0.00%INVESCO EXCHANGE TRADED FD TWATER RES ETF
Shares400
Event2026-03-31
Filed2026-04-15
DG
-2.17%DOLLAR GEN CORP COM
Shares225
Event2026-03-31
Filed2026-04-15
INTC
-19.68%INTEL CORP COM
Shares604
Event2026-03-31
Filed2026-04-15
EMLP
-25.00%FIRST TRUST NORTH AMERICAN ENERGY FD
Shares600
Event2026-03-31
Filed2026-04-15
ING
0.00%ING GROEP N V SPONSORED ADR
Shares1.0K
Event2026-03-31
Filed2026-04-15
RF
0.00%REGIONS FINANCIAL CORP NEW COM
Shares1.0K
Event2026-03-31
Filed2026-04-15
GLDM
4.07%SPDR GOLD MINI SHARES
Shares281
Event2026-03-31
Filed2026-04-15
PINNACLE FINL PARTNERS INC NEW NP
NewPINNACLE FINL PARTNERS INC NEW NP
Shares300
Event2026-03-31
Filed2026-04-15
IGSB
-12.50%ETF ISHARES 1-3 YEAR CCREDIT BOND FUND
Shares490
Event2026-03-31
Filed2026-04-15
GME
0.00%GAMESTOP CORP CL A
Shares1.1K
Event2026-03-31
Filed2026-04-15
RWX
31.72%SPDR INDEX SHS FDS STATE STREET SPD
Shares955
Event2026-03-31
Filed2026-04-15
KFY
0.00%KORN/FERRY INTL COM NEW
Shares400
Event2026-03-31
Filed2026-04-15
WCN
0.00%WASTE CONNECTIONS INC
Shares148
Event2026-03-31
Filed2026-04-15
VIPER ENERGY INC NEW
0.00%VIPER ENERGY INC NEW
Shares500
Event2026-03-31
Filed2026-04-15
MKSI
0.00%MKS INC
Shares102
Event2026-03-31
Filed2026-04-15
NOW
0.00%SERVICENOW INC COM
Shares221
Event2026-03-31
Filed2026-04-15
MDGL
0.00%MADRIGAL PHARMACEUTICALS INC
Shares40
Event2026-03-31
Filed2026-04-15
ARCC
0.00%ARES CAP CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-15
NVS
-11.18%NOVARTIS A G SPONSORED ADR
Shares135
Event2026-03-31
Filed2026-04-15
SILA
0.00%SILA REALTY TRUST INC
Shares869
Event2026-03-31
Filed2026-04-15
FYC
0.00%ALPHADEX SMALL CAP FUND
Shares211
Event2026-03-31
Filed2026-04-15
PCAR
0.00%PACCAR INC COM
Shares176
Event2026-03-31
Filed2026-04-15
BROS
0.00%DUTCH BROS INC
Shares400
Event2026-03-31
Filed2026-04-15
ETW
-50.00%EATON VANCE TX MGD GL BUY WROPPORTUNITIES FD
Shares2.3K
Event2026-03-31
Filed2026-04-15
TECK
0.00%TECK RESOURCES LTD
Shares381
Event2026-03-31
Filed2026-04-15
GWW
0.00%GRAINGER W W INC COM
Shares18
Event2026-03-31
Filed2026-04-15
EOS
0.00%EATON VANCE ENH EQTY INC FD COM
Shares960
Event2026-03-31
Filed2026-04-15
CPT
0.00%CAMDEN PROPERTY TRUST REIT SBI
Shares200
Event2026-03-31
Filed2026-04-15
LDOS
-50.00%LEIDOS HLDGS INC COM
Shares125
Event2026-03-31
Filed2026-04-15
PPA
0.00%ETF INVESCO AEROSPACE & DEFENSE
Shares115
Event2026-03-31
Filed2026-04-15
BHRB
0.00%BURKE HERBERT FINL
Shares302
Event2026-03-31
Filed2026-04-15
SPHD
37.04%INVESCO S&P 500 HIGH DIVIDNDLOW VOLATILITY
Shares370
Event2026-03-31
Filed2026-04-15
F
-23.92%FORD MTR CO DEL COM PAR $0.01
Shares1.6K
Event2026-03-31
Filed2026-04-15
CHD
0.00%CHURCH & DWIGHT INC COM
Shares196
Event2026-03-31
Filed2026-04-15
PJUN
0.00%INNOVATOR ETFS TRUST US EQTY PWR BUF (JUNE)
Shares430
Event2026-03-31
Filed2026-04-15
EXG
-50.00%EATON VANCE TAX MGD GLBL DIV EQUITY INCOME FD
Shares2.0K
Event2026-03-31
Filed2026-04-15
SPYV
0.00%ETF SPDR PORT S&P 500 VALUE
Shares305
Event2026-03-31
Filed2026-04-15
QCLN
0.00%FIRST TRUST CLEAN EDGE GREENENERGY ETF
Shares365
Event2026-03-31
Filed2026-04-15
AGIO
0.00%AGIOS PHARMACEUTICALS
Shares500
Event2026-03-31
Filed2026-04-15
TAN
0.00%INVESCO EXCHNG TRADED FD TR SOLAR ETF
Shares300
Event2026-03-31
Filed2026-04-15
GDDY
0.00%GODADDY INC CL A
Shares200
Event2026-03-31
Filed2026-04-15
SLM
0.00%SLM CORP COM
Shares765
Event2026-03-31
Filed2026-04-15
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares77
Event2026-03-31
Filed2026-04-15
LH
0.00%LABCORP HOLDINGS INC
Shares60
Event2026-03-31
Filed2026-04-15
ENB
0.00%ENBRIDGE INC COM
Shares293
Event2026-03-31
Filed2026-04-15
ANNALY CAP COM
0.00%ANNALY CAP COM
Shares750
Event2026-03-31
Filed2026-04-15
DEO
0.00%DIAGEO P L C SPON ADR NEW
Shares207
Event2026-03-31
Filed2026-04-15
MEDP
0.00%MEDPACE HOLDINGS INC
Shares32
Event2026-03-31
Filed2026-04-15
FTA
0.00%FIRST TRUST LARGE CAP VALUE OPPORTUNITIES FD
Shares165
Event2026-03-31
Filed2026-04-15
HLT
0.00%HILTON WORLDWIDE HLDGS INC COM
Shares50
Event2026-03-31
Filed2026-04-15
DUPONT DE NEMOURS INC COM
-5.95%DUPONT DE NEMOURS INC COM
Shares332
Event2026-03-31
Filed2026-04-15
SRE
0.00%SEMPRA ENERGY COM
Shares154
Event2026-03-31
Filed2026-04-15
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares225
Event2026-03-31
Filed2026-04-15
DVN
0.00%DEVON ENERGY CORP NEW COM
Shares290
Event2026-03-31
Filed2026-04-15
VRTX
0.00%VERTEX PAHMACEUTICALS
Shares32
Event2026-03-31
Filed2026-04-15
CBRL
0.00%CRACKER BARREL OLD CTRY STORCOM
Shares500
Event2026-03-31
Filed2026-04-15
CHTR
0.00%CHARTER COMMUNICATIONS INC CL A
Shares65
Event2026-03-31
Filed2026-04-15
ARTY
0.00%ISHARES FUTURE A.I. & TECH ETF
Shares300
Event2026-03-31
Filed2026-04-15
OMC
-38.41%OMNICOM GROUP INC COM
Shares178
Event2026-03-31
Filed2026-04-15
IEX
0.00%IDEX CORP COM
Shares70
Event2026-03-31
Filed2026-04-15
NBIX
0.00%NEUROCRINE BIOSCIENCES INC COM
Shares100
Event2026-03-31
Filed2026-04-15
OXY
0.00%OCCIDENTAL PETE CORP DEL COM
Shares200
Event2026-03-31
Filed2026-04-15
NNN
0.00%NNN REIT INC COM
Shares300
Event2026-03-31
Filed2026-04-15
WRB
0.00%BERKLEY W R CORP COM
Shares190
Event2026-03-31
Filed2026-04-15
OII
0.00%OCEANEERING INTL INC COM
Shares342
Event2026-03-31
Filed2026-04-15
TDY
0.00%TELEDYNE TECHNOLOGIES INC
Shares20
Event2026-03-31
Filed2026-04-15
IUSV
0.00%I SHARES CORE S&P US VALUE
Shares118
Event2026-03-31
Filed2026-04-15
QSR
0.00%RESTAURANT BRANDS INTL INC COM
Shares163
Event2026-03-31
Filed2026-04-15
VMC
0.00%VULCAN MATLS CO COM
Shares44
Event2026-03-31
Filed2026-04-15
ONON
0.00%ON HLDG AG NAMEN AKT A
Shares350
Event2026-03-31
Filed2026-04-15
QNITY ELECTRONICS INC COMMON STOCK
0.00%QNITY ELECTRONICS INC COMMON STOCK
Shares102
Event2026-03-31
Filed2026-04-15
DELL
0.00%DELL TECHNOLOGIES INC CL C
Shares70
Event2026-03-31
Filed2026-04-15
ONDS
NewONDAS INC COM NEW
Shares1.3K
Event2026-03-31
Filed2026-04-15
IGLB
0.00%I SHARES TR 10 YEAR CORPORATE BOND ETF
Shares230
Event2026-03-31
Filed2026-04-15
UNILEVER PLC 3.11P ADR
0.00%UNILEVER PLC 3.11P ADR
Shares197
Event2026-03-31
Filed2026-04-15
RING
0.00%ISHARES INC MSCI GBL GOLD MN
Shares140
Event2026-03-31
Filed2026-04-15
DRAFTKINGS INC NEW COM CL A
0.00%DRAFTKINGS INC NEW COM CL A
Shares500
Event2026-03-31
Filed2026-04-15
VOX
0.00%VANGUARD WORLD FDS TELCOMM ETF
Shares60
Event2026-03-31
Filed2026-04-15
KMI
-75.18%KINDER MORGAN INC DEL COM
Shares317
Event2026-03-31
Filed2026-04-15
HQY
0.00%HEALTHEQUITY INC
Shares125
Event2026-03-31
Filed2026-04-15
ADSK
0.00%AUTODESK INC COM
Shares43
Event2026-03-31
Filed2026-04-15
SAP
0.00%SAP AKTIENGESELLSCHAFT SPONSORED ADR
Shares60
Event2026-03-31
Filed2026-04-15
XHB
0.00%SPDR SERIES TRUST STATE STREET SPD
Shares100
Event2026-03-31
Filed2026-04-15
VGM
0.00%INVESCO TR INVT GRADE MUNS COM
Shares1.0K
Event2026-03-31
Filed2026-04-15
SWKS
0.00%SKYWORKS SOLUTIONS INC COM
Shares182
Event2026-03-31
Filed2026-04-15
BSV
NewVANGUARD BD INDEX FDS SHORT TRM BOND
Shares121
Event2026-03-31
Filed2026-04-15
SONY
0.00%SONY CORP ADR NEW
Shares458
Event2026-03-31
Filed2026-04-15
MVBF
0.00%MVB FINANCIAL CORP COM
Shares380
Event2026-03-31
Filed2026-04-15
IUSG
0.00%ISHARES TR CORE S&P US GWT
Shares60
Event2026-03-31
Filed2026-04-15
LIBERTY SIRIUS XM INC
-89.74%LIBERTY SIRIUS XM INC
Shares400
Event2026-03-31
Filed2026-04-15
FMC
0.00%F M C CORP COM NEW
Shares536
Event2026-03-31
Filed2026-04-15
HAIL
0.00%SPDR SER TR S&P KENSHO SMART
Shares280
Event2026-03-31
Filed2026-04-15
IGIB
0.00%ISHARES TR ISHS 5-10YR INVT
Shares170
Event2026-03-31
Filed2026-04-15
THO
0.00%THOR INDS INC COM
Shares110
Event2026-03-31
Filed2026-04-15
PCT
0.00%PURECYCLE TECHNOLOGIS INC
Shares1.6K
Event2026-03-31
Filed2026-04-15
AMT
0.00%AMERICAN TOWER CORP COM
Shares48
Event2026-03-31
Filed2026-04-15
THOMSON REUTERS CORP COM
0.00%THOMSON REUTERS CORP COM
Shares90
Event2026-03-31
Filed2026-04-15
BSX
0.00%BOSTON SCIENTIFIC CORP COM
Shares129
Event2026-03-31
Filed2026-04-15
SRLN
0.00%SSGA ACTIVE ETF TR BLACKSTONE SENR
Shares200
Event2026-03-31
Filed2026-04-15
ARISTA NETWORKS INC
0.00%ARISTA NETWORKS INC
Shares62
Event2026-03-31
Filed2026-04-15
APP
0.00%APPLOVIN CORPORATION CL A
Shares19
Event2026-03-31
Filed2026-04-15
GM
-42.29%GENERAL MTRS CO COM
Shares101
Event2026-03-31
Filed2026-04-15
USMV
0.00%ISHARES EDGE MSCI EDP MIN VOL USA ETF
Shares81
Event2026-03-31
Filed2026-04-15
PPG
0.00%PPG INDS INC COM
Shares70
Event2026-03-31
Filed2026-04-15
DGX
0.00%QUEST DIAGNOSTICS INC
Shares38
Event2026-03-31
Filed2026-04-15
RELX
0.00%RELX PLC SPONSORED ADR
Shares223
Event2026-03-31
Filed2026-04-15
RMD
0.00%RESMED INC COM
Shares32
Event2026-03-31
Filed2026-04-15
IVLU
0.00%I SHARES MSCI INTL ETF
Shares179
Event2026-03-31
Filed2026-04-15
GE AEROSPACE COM NEW
0.00%GE AEROSPACE COM NEW
Shares25
Event2026-03-31
Filed2026-04-15
BIV
NewVANGUARD INTERMEDIATE BOND ETF
Shares91
Event2026-03-31
Filed2026-04-15
IUSB
0.00%ISHARES CORE UNIVRSL USD
Shares151
Event2026-03-31
Filed2026-04-15
DASH
-13.46%DOORDASH INC CL A
Shares45
Event2026-03-31
Filed2026-04-15
PLTR
-33.33%PALANTIR TECHNOLOGIES
Shares46
Event2026-03-31
Filed2026-04-15
IFRA
0.00%ISHARES TR US INFRASTRUC
Shares115
Event2026-03-31
Filed2026-04-15
FI
0.00%FISERV INC COM
Shares115
Event2026-03-31
Filed2026-04-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available