The Analysis of Clearstead Trust, LLC's Holdings & P&L


Currently, Clearstead Trust, LLC holds 981 types of securities in its portfolio with a total value $613.4M. In the most recent quarter, they have increased their positions in CGCV (+207.7K shares, valued at $6.2M), ILCG (+62.0K shares, valued at $5.9M), IWF (+10.1K shares, valued at $4.3M); decreased their positions in VTI (-6.3K shares, valued at $2.0M), NOW (-19.0K shares, valued at $2.0M), VXUS (-19.4K shares, valued at $1.5M); initiated new positions in NBSD (+11.6K shares, valued at $587.2K), N/A (+2.1K shares, valued at $412.0K), SMMD (+1.9K shares, valued at $147.1K).


1M P&L
-52.9M-9.11%
3M P&L
-36.9M-6.54%
HY P&L
-32.2M-5.76%

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/A199.7M
43.9%
2Consumer Electronics27.5M
6.0%
3Semiconductors27.1M
6.0%

Top Industries by Stock Count

1N/A164 stocks
18.1%
2Software - Application26 stocks
2.9%
3Banks - Regional23 stocks
2.5%
Stock Holdings
INVESCO QQQ TR
INVESCO QQQ TR
4.99%
Shares151.9K
Event2026-03-31
Filed2026-05-06
ILCG
ISHARES TR
12.51%
Shares557.9K
Event2026-03-31
Filed2026-05-06
QLD
PROSHARES TR
0.31%
Shares733.8K
Event2026-03-31
Filed2026-05-06
AAPL
APPLE INC
-0.35%
Shares108.3K
Event2026-03-31
Filed2026-05-06
IWF
ISHARES TR
21.06%
Shares58.3K
Event2026-03-31
Filed2026-05-06
MSFT
MICROSOFT CORP
4.35%
Shares60.0K
Event2026-03-31
Filed2026-05-06
NVDA
NVIDIA CORPORATION
-1.38%
Shares107.2K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
-1.18%
Shares54.9K
Event2026-03-31
Filed2026-05-06
CGCV
CAPITAL GROUP CONSERVATIVE E
67.84%
Shares513.8K
Event2026-03-31
Filed2026-05-06
AMZN
AMAZON COM INC
2.37%
Shares68.8K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
BROADCOM INC
-0.78%
Shares45.6K
Event2026-03-31
Filed2026-05-06
BIL
SPDR SERIES TRUST
-4.68%
Shares144.8K
Event2026-03-31
Filed2026-05-06
JPM
JPMORGAN CHASE & CO
-0.15%
Shares39.7K
Event2026-03-31
Filed2026-05-06
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-6.26%
Shares22.5K
Event2026-03-31
Filed2026-05-06
IVV
ISHARES TR
-3.11%
Shares11.9K
Event2026-03-31
Filed2026-05-06
JEPI
J P MORGAN EXCHANGE TRADED F
1.21%
Shares130.2K
Event2026-03-31
Filed2026-05-06
V
VISA INC
1.45%
Shares23.7K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
0.79%
Shares23.9K
Event2026-03-31
Filed2026-05-06
COST
COSTCO WHOLESALE CORPORATION
0.26%
Shares6.7K
Event2026-03-31
Filed2026-05-06
JNJ
JOHNSON & JOHNSON
0.42%
Shares26.5K
Event2026-03-31
Filed2026-05-06
LLY
ELI LILLY & CO
0.51%
Shares6.7K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.22%
Shares11.1K
Event2026-03-31
Filed2026-05-06
CVX
CHEVRON CORPORATION
2.05%
Shares22.1K
Event2026-03-31
Filed2026-05-06
XOM
EXXON MOBIL CORP
-9.46%
Shares26.8K
Event2026-03-31
Filed2026-05-06
DE
DEERE & CO
5.27%
Shares8.0K
Event2026-03-31
Filed2026-05-06
TSM
TAIWAN SEMICONDUCTOR MANUFAC
1.67%
Shares12.3K
Event2026-03-31
Filed2026-05-06
MCD
MCDONALDS CORP
-0.08%
Shares13.3K
Event2026-03-31
Filed2026-05-06
MA
MASTERCARD INCORPORATED
-3.77%
Shares8.1K
Event2026-03-31
Filed2026-05-06
LINDE PLC
LINDE PLC
29.57%
Shares7.6K
Event2026-03-31
Filed2026-05-06
TMO
THERMO FISHER SCIENTIFIC INC
1.51%
Shares7.6K
Event2026-03-31
Filed2026-05-06
TJX
TJX COS INC NEW
-0.22%
Shares23.2K
Event2026-03-31
Filed2026-05-06
SCHD
SCHWAB STRATEGIC TR
12.48%
Shares114.4K
Event2026-03-31
Filed2026-05-06
WM
WASTE MGMT INC DEL
0.55%
Shares14.4K
Event2026-03-31
Filed2026-05-06
ADP
AUTOMATIC DATA PROCESSING IN
-2.61%
Shares15.8K
Event2026-03-31
Filed2026-05-06
O
REALTY INCOME CORP
-0.99%
Shares52.3K
Event2026-03-31
Filed2026-05-06
SYK
STRYKER CORPORATION
-3.71%
Shares9.2K
Event2026-03-31
Filed2026-05-06
ABBV
ABBVIE INC
-0.99%
Shares13.5K
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FDS
VANGUARD INDEX FDS
8.36%
Shares4.7K
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR
ISHARES GOLD TR
-4.82%
Shares27.1K
Event2026-03-31
Filed2026-05-06
PANW
PALO ALTO NETWORKS INC
-2.61%
Shares14.7K
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
MERCK & CO INC
1.14%
Shares19.5K
Event2026-03-31
Filed2026-05-06
CGXU
CAPITAL GROUP INTL FOCUS EQT
234.76%
Shares77.4K
Event2026-03-31
Filed2026-05-06
IBM
INTERNATIONAL BUSINESS MACHS
-0.60%
Shares9.3K
Event2026-03-31
Filed2026-05-06
META
META PLATFORMS INC
-1.98%
Shares3.9K
Event2026-03-31
Filed2026-05-06
NEE
NEXTERA ENERGY INC
-1.16%
Shares24.1K
Event2026-03-31
Filed2026-05-06
AMD
ADVANCED MICRO DEVICES INC
1.37%
Shares10.6K
Event2026-03-31
Filed2026-05-06
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
1.63%
Shares18.5K
Event2026-03-31
Filed2026-05-06
AMT
AMERICAN TOWER CORP
-38.83%
Shares11.2K
Event2026-03-31
Filed2026-05-06
APH
AMPHENOL CORP
-0.46%
Shares15.1K
Event2026-03-31
Filed2026-05-06
HD
HOME DEPOT INC
-0.59%
Shares5.7K
Event2026-03-31
Filed2026-05-06
CSCO
CISCO SYS INC
0.86%
Shares24.3K
Event2026-03-31
Filed2026-05-06
UBER
UBER TECHNOLOGIES INC
0.09%
Shares24.9K
Event2026-03-31
Filed2026-05-06
PG
PROCTER & GAMBLE CO
-3.07%
Shares12.2K
Event2026-03-31
Filed2026-05-06
AMAT
APPLIED MATLS INC
0.12%
Shares4.9K
Event2026-03-31
Filed2026-05-06
CAT
CATERPILLAR INC
66.76%
Shares2.4K
Event2026-03-31
Filed2026-05-06
GLW
CORNING INC
0.09%
Shares11.1K
Event2026-03-31
Filed2026-05-06
DIS
DISNEY WALT CO
2.95%
Shares15.3K
Event2026-03-31
Filed2026-05-06
HON
HONEYWELL INTL INC
-3.63%
Shares6.5K
Event2026-03-31
Filed2026-05-06
IWP
ISHARES TR
0.00%
Shares11.3K
Event2026-03-31
Filed2026-05-06
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-03-31
Filed2026-05-06
ITW
ILLINOIS TOOL WKS INC
-1.76%
Shares5.2K
Event2026-03-31
Filed2026-05-06
SCHW
SCHWAB CHARLES CORP
-0.29%
Shares13.9K
Event2026-03-31
Filed2026-05-06
ALNY
ALNYLAM PHARMACEUTICALS INC
-0.71%
Shares3.9K
Event2026-03-31
Filed2026-05-06
ABT
ABBOTT LABORATORIES
-3.50%
Shares12.4K
Event2026-03-31
Filed2026-05-06
PGR
PROGRESSIVE CORP
-8.27%
Shares6.2K
Event2026-03-31
Filed2026-05-06
NXPI
NXP SEMICONDUCTORS N V
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-06
WMT
WALMART INC
3.47%
Shares9.5K
Event2026-03-31
Filed2026-05-06
EATON CORP PLC
EATON CORP PLC
-3.93%
Shares3.2K
Event2026-03-31
Filed2026-05-06
ORLY
O'Reilly Automotive Inc
0.00%
Shares12.3K
Event2026-03-31
Filed2026-05-06
ED
CONSOLIDATED EDISON INC
0.02%
Shares9.6K
Event2026-03-31
Filed2026-05-06
FTAI AVIATION LTD
FTAI AVIATION LTD
0.05%
Shares4.4K
Event2026-03-31
Filed2026-05-06
CME
CME GROUP INC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-06
EQIX
EQUINIX INC
-0.20%
Shares1.0K
Event2026-03-31
Filed2026-05-06
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-06
BN
Brookfield Corp ADR
-8.53%
Shares24.1K
Event2026-03-31
Filed2026-05-06
VEA
VANGUARD TAX-MANAGED FDS
-18.84%
Shares14.5K
Event2026-03-31
Filed2026-05-06
PEP
PEPSICO INC
-5.28%
Shares6.0K
Event2026-03-31
Filed2026-05-06
RTX
RTX CORPORATION
-1.98%
Shares4.8K
Event2026-03-31
Filed2026-05-06
GEV
GE VERNOVA INC
383.89%
Shares1.0K
Event2026-03-31
Filed2026-05-06
ATO
ATMOS ENERGY CORP
0.23%
Shares4.8K
Event2026-03-31
Filed2026-05-06
KO
COCA COLA CO
0.00%
Shares11.5K
Event2026-03-31
Filed2026-05-06
NFLX
NETFLIX INC.
0.42%
Shares9.1K
Event2026-03-31
Filed2026-05-06
BIP
Brookfield Infrastructure Partners LP
-20.75%
Shares23.7K
Event2026-03-31
Filed2026-05-06
IDXX
IDEXX LABS INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
PFE
PFIZER INC
-5.25%
Shares27.5K
Event2026-03-31
Filed2026-05-06
QQQM
INVESCO EXCH TRADED FD TR II
6.37%
Shares3.2K
Event2026-03-31
Filed2026-05-06
DHR
DANAHER CORP DEL
-6.14%
Shares4.0K
Event2026-03-31
Filed2026-05-06
UNP
UNION PAC CORP
-1.64%
Shares3.1K
Event2026-03-31
Filed2026-05-06
FBND
FIDELITY MERRIMACK STR TR
0.00%
Shares16.5K
Event2026-03-31
Filed2026-05-06
IGSB
ISHARES TR
179.98%
Shares13.6K
Event2026-03-31
Filed2026-05-06
LNG
CHENIERE ENERGY INC
-12.77%
Shares2.5K
Event2026-03-31
Filed2026-05-06
SO
SOUTHERN CO
-0.67%
Shares7.2K
Event2026-03-31
Filed2026-05-06
IJH
ISHARES TR
-17.63%
Shares10.2K
Event2026-03-31
Filed2026-05-06
IXUS
ISHARES TR
103.45%
Shares8.0K
Event2026-03-31
Filed2026-05-06
UNH
UNITEDHEALTH GROUP INC
-5.77%
Shares2.5K
Event2026-03-31
Filed2026-05-06
SHEL
SHELL PLC
-8.98%
Shares7.2K
Event2026-03-31
Filed2026-05-06
IQV
IQVIA HLDGS INC
-6.52%
Shares3.9K
Event2026-03-31
Filed2026-05-06
NBSD
NEUBERGER BERMAN ETF TRUST
New
Shares11.6K
Event2026-03-31
Filed2026-05-06
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-4.96%
Shares2.9K
Event2026-03-31
Filed2026-05-06
ARKQ
ARK ETF TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-06
CDNS
CADENCE DESIGN SYSTEM INC
-1.22%
Shares1.9K
Event2026-03-31
Filed2026-05-06
AXP
AMERICAN EXPRESS CO
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-06
CB
CHUBB LTD SWITZ
-10.35%
Shares1.6K
Event2026-03-31
Filed2026-05-06
VB
VANGUARD INDEX FDS
-1.56%
Shares2.0K
Event2026-03-31
Filed2026-05-06
ROK
ROCKWELL AUTOMATION INC
0.07%
Shares1.5K
Event2026-03-31
Filed2026-05-06
ARKW
ARK ETF TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-06
ARCC
ARES CAPITAL CORP
2.69%
Shares26.8K
Event2026-03-31
Filed2026-05-06
VWO
VANGUARD INTL EQUITY INDEX F
-17.91%
Shares8.8K
Event2026-03-31
Filed2026-05-06
ARKK
ARK ETF TR
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-06
VXUS
VANGUARD STAR FDS
-76.03%
Shares6.1K
Event2026-03-31
Filed2026-05-06
FDX
FEDEX CORP
-6.45%
Shares1.3K
Event2026-03-31
Filed2026-05-06
LMT
LOCKHEED MARTIN CORP
0.00%
Shares746
Event2026-03-31
Filed2026-05-06
VZ
VERIZON COMMUNICATIONS INC
-9.27%
Shares8.9K
Event2026-03-31
Filed2026-05-06
IBDR
ISHARES TR
1.87%
Shares18.2K
Event2026-03-31
Filed2026-05-06
IBDS
ISHARES TR
1.87%
Shares18.1K
Event2026-03-31
Filed2026-05-06
HELO
J P MORGAN EXCHANGE TRADED F
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-06
VO
VANGUARD INDEX FDS
-2.40%
Shares1.5K
Event2026-03-31
Filed2026-05-06
VTI
VANGUARD INDEX FDS
-82.33%
Shares1.3K
Event2026-03-31
Filed2026-05-06
IBDT
ISHARES TR
0.00%
Shares17.0K
Event2026-03-31
Filed2026-05-06
IBDU
ISHARES TR
0.00%
Shares18.5K
Event2026-03-31
Filed2026-05-06
IBDV
ISHARES TR
0.00%
Shares19.6K
Event2026-03-31
Filed2026-05-06
INTU
INTUIT
-5.54%
Shares989
Event2026-03-31
Filed2026-05-06
IBDW
ISHARES TR
0.00%
Shares20.4K
Event2026-03-31
Filed2026-05-06
BKNG
BOOKING HOLDINGS INC
-30.82%
Shares101
Event2026-03-31
Filed2026-05-06
CRM
SALESFORCE INC
-11.32%
Shares2.2K
Event2026-03-31
Filed2026-05-06
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares2.1K
Event2026-03-31
Filed2026-05-06
SHW
SHERWIN WILLIAMS CO
1.59%
Shares1.3K
Event2026-03-31
Filed2026-05-06
EPD
ENTERPRISE PRODS PARTNERS L
-4.39%
Shares10.8K
Event2026-03-31
Filed2026-05-06
STT
STATE STR CORP
-6.43%
Shares3.0K
Event2026-03-31
Filed2026-05-06
BAC
BANK AMERICA CORP
-5.79%
Shares7.8K
Event2026-03-31
Filed2026-05-06
ECL
ECOLAB INC
-1.42%
Shares1.4K
Event2026-03-31
Filed2026-05-06
CELESTICA INC
CELESTICA INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
SBUX
STARBUCKS CORP
-13.92%
Shares4.0K
Event2026-03-31
Filed2026-05-06
ZTS
ZOETIS INC
-13.75%
Shares3.0K
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-06
PH
PARKER-HANNIFIN CORP
0.00%
Shares394
Event2026-03-31
Filed2026-05-06
PHB
INVESCO EXCH TRADED FD TR II
0.00%
Shares19.6K
Event2026-03-31
Filed2026-05-06
JEPQ
J P MORGAN EXCHANGE TRADED F
8.64%
Shares6.3K
Event2026-03-31
Filed2026-05-06
TSLA
TESLA INC
22.76%
Shares944
Event2026-03-31
Filed2026-05-06
SHY
ISHARES TR
-12.76%
Shares4.2K
Event2026-03-31
Filed2026-05-06
XLK
SELECT SECTOR SPDR TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-06
DLTR
DOLLAR TREE INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-06
LOW
LOWES COS INC
-6.25%
Shares1.4K
Event2026-03-31
Filed2026-05-06
SCHX
SCHWAB STRATEGIC TR
0.00%
Shares12.7K
Event2026-03-31
Filed2026-05-06
AGG
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-06
VXF
Vanguard Extended Market ETF
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
SRLN
SSGA ACTIVE ETF TR
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-06
ARISTA NETWORKS INC
ARISTA NETWORKS INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-06
GLD
SPDR GOLD TR
14.42%
Shares714
Event2026-03-31
Filed2026-05-06
SYY
SYSCO CORP
0.17%
Shares4.1K
Event2026-03-31
Filed2026-05-06
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-0.89%
Shares5.6K
Event2026-03-31
Filed2026-05-06
CTAS
CINTAS CORP
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-06
BEP
Brookfield Renewable Partners LP
0.00%
Shares8.9K
Event2026-03-31
Filed2026-05-06
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.00%
Shares817
Event2026-03-31
Filed2026-05-06
MMM
3M CO
0.11%
Shares1.9K
Event2026-03-31
Filed2026-05-06
AVAV
AEROVIRONMENT INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
VCSH
Vanguard Scottsdale Fds
1824.86%
Shares3.3K
Event2026-03-31
Filed2026-05-06
ARKF
ARK ETF TR
0.00%
Shares6.7K
Event2026-03-31
Filed2026-05-06
NVO
NOVO-NORDISK A S
-15.20%
Shares6.9K
Event2026-03-31
Filed2026-05-06
HDV
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-06
EFA
iShares MSCI EAFE ETF
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-06
DVY
ISHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-06
IJR
ISHARES TR
-7.30%
Shares2.0K
Event2026-03-31
Filed2026-05-06
OKE
ONEOK INC NEW
4.65%
Shares2.6K
Event2026-03-31
Filed2026-05-06
FLTB
FIDELITY MERRIMACK STR TR
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-06
AEE
AMEREN CORP
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-06
T
AT&T INC
0.00%
Shares7.8K
Event2026-03-31
Filed2026-05-06
FDHY
FIDELITY COVINGTON TRUST
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-06
TD
TORONTO DOMINION BK ONT
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-06
BSCS
Invesco Slf Idx Blsh 28 ETF
-3.87%
Shares10.7K
Event2026-03-31
Filed2026-05-06
BSCT
Invesco Slf Idx Buletshs 2029 ETF
-3.95%
Shares11.7K
Event2026-03-31
Filed2026-05-06
BSCU
Invesco Slf Idx 30 Corp ETF
-3.88%
Shares13.0K
Event2026-03-31
Filed2026-05-06
TXN
TEXAS INSTRS INC
-11.86%
Shares1.1K
Event2026-03-31
Filed2026-05-06
EEM
iShares MSCI Emerging Markets
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-06
BSCX
Invesco Slf Idx Bulletsh 2033
-3.98%
Shares10.3K
Event2026-03-31
Filed2026-05-06
NSC
NORFOLK SOUTHN CORP
-0.79%
Shares757
Event2026-03-31
Filed2026-05-06
F
FORD MTR CO
0.66%
Shares18.8K
Event2026-03-31
Filed2026-05-06
EMR
EMERSON ELEC CO
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-06
CARR
CARRIER GLOBAL CORPORATION
-23.85%
Shares3.8K
Event2026-03-31
Filed2026-05-06
HAL
HALLIBURTON CO
2.27%
Shares5.5K
Event2026-03-31
Filed2026-05-06
OGS
ONE GAS INC
0.95%
Shares2.4K
Event2026-03-31
Filed2026-05-06
QCOM
QUALCOMM INC
-2.06%
Shares1.6K
Event2026-03-31
Filed2026-05-06
VTV
VANGUARD INDEX FDS
-3.72%
Shares1.1K
Event2026-03-31
Filed2026-05-06
CL
COLGATE PALMOLIVE CO
-5.50%
Shares2.4K
Event2026-03-31
Filed2026-05-06
ORCL
ORACLE CORP
3.40%
Shares1.4K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
GE AEROSPACE
0.00%
Shares723
Event2026-03-31
Filed2026-05-06
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-06
IEFA
ISHARES TR
-33.39%
Shares2.3K
Event2026-03-31
Filed2026-05-06
FICO
FAIR ISAAC CORP
-39.74%
Shares185
Event2026-03-31
Filed2026-05-06
PLTR
PALANTIR TECHNOLOGIES INC
4.07%
Shares1.3K
Event2026-03-31
Filed2026-05-06
DGX
QUEST DIAGNOSTICS INC
0.97%
Shares937
Event2026-03-31
Filed2026-05-06
CMCSA
COMCAST CORP NEW
-0.30%
Shares6.4K
Event2026-03-31
Filed2026-05-06
IHI
iShares US Medical Devices ETF
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-06
IWN
ISHARES TR
0.00%
Shares946
Event2026-03-31
Filed2026-05-06
FI
FISERV INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-06
MDLZ
Mondelez International Inc
-9.62%
Shares3.0K
Event2026-03-31
Filed2026-05-06
WELL
WELLTOWER INC
0.00%
Shares871
Event2026-03-31
Filed2026-05-06
DSI
I Shares MSCI KLD 400 Social ETF
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
COP
CONOCOPHILLIPS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
SCHG
SCHWAB STRATEGIC TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-06
MCHP
MICROCHIP TECHNOLOGY INC.
0.86%
Shares2.6K
Event2026-03-31
Filed2026-05-06
PPG
PPG Industries Inc.
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-06
IJK
iShares S&P Midcap 400 Growth Index
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-06
QUAL
ISHARES TR
-6.89%
Shares811
Event2026-03-31
Filed2026-05-06
ASML
ASML HLDG NV
-16.30%
Shares113
Event2026-03-31
Filed2026-05-06
SMMD
ISHARES TR
New
Shares1.9K
Event2026-03-31
Filed2026-05-06
BMY
BRISTOL-MYERS SQUIBB CO
-0.57%
Shares2.4K
Event2026-03-31
Filed2026-05-06
IDV
ISHARES TR
25.50%
Shares3.4K
Event2026-03-31
Filed2026-05-06
GSAT
GLOBALSTAR INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-06
DVN
DEVON ENERGY CORP NEW
0.14%
Shares2.8K
Event2026-03-31
Filed2026-05-06
MU
MICRON TECHNOLOGY INC
90.37%
Shares415
Event2026-03-31
Filed2026-05-06
TMUS
T-MOBILE US INC
-3.33%
Shares667
Event2026-03-31
Filed2026-05-06
GWW
WW GRAINGER INC
2.40%
Shares128
Event2026-03-31
Filed2026-05-06
MOG.A
MOOG INC
0.00%
Shares468
Event2026-03-31
Filed2026-05-06
INTC
INTEL CORP
2.72%
Shares3.1K
Event2026-03-31
Filed2026-05-06
PWR
QUANTA SVCS INC
0.00%
Shares247
Event2026-03-31
Filed2026-05-06
EL
LAUDER ESTEE COS INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-06
DWX
SPDR INDEX SHS FDS
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-06
IVW
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-06
SPDW
STATE ST SPDR PORT DEVELOPED WORLD EX-US ETF
-11.74%
Shares2.8K
Event2026-03-31
Filed2026-05-06
WFC
WELLS FARGO & CO
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-06
VUG
VANGUARD INDEX FDS
0.00%
Shares284
Event2026-03-31
Filed2026-05-06
IJJ
iShares S&P Midcap 400 Value
0.00%
Shares920
Event2026-03-31
Filed2026-05-06
PSX
PHILLIPS 66
0.00%
Shares660
Event2026-03-31
Filed2026-05-06
ISRG
Intuitive Surgical, Inc.
0.00%
Shares260
Event2026-03-31
Filed2026-05-06
USB
US BANCORP
-30.75%
Shares2.3K
Event2026-03-31
Filed2026-05-06
DTD
WISDOMTREE TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
APD
AIR PRODUCTS AND CHEMICALS I
-13.46%
Shares405
Event2026-03-31
Filed2026-05-06
CSX
CSX CORP
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-06
MMC
MARSH & MCLENNAN COS INC
12.65%
Shares668
Event2026-03-31
Filed2026-05-06
EMLP
FIRST TR EXCHANGE-TRADED FD
-12.40%
Shares2.6K
Event2026-03-31
Filed2026-05-06
SPY
STATE STR SPDR S&P 500 ETF T
-37.14%
Shares176
Event2026-03-31
Filed2026-05-06
SYF
SYNCHRONY FINANCIAL
-44.36%
Shares1.7K
Event2026-03-31
Filed2026-05-06
MS
MORGAN STANLEY
0.00%
Shares693
Event2026-03-31
Filed2026-05-06
DGRW
WISDOMTREE TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
VLUE
ISHARES TR
0.00%
Shares780
Event2026-03-31
Filed2026-05-06
SCHC
SCHWAB STRATEGIC TR
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-06
IEMG
ISHARES INC
9.27%
Shares1.5K
Event2026-03-31
Filed2026-05-06
AMGN
AMGEN INC
-18.67%
Shares305
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
MEDTRONIC PLC
-1.82%
Shares1.2K
Event2026-03-31
Filed2026-05-06
PCAR
PACCAR INC
0.00%
Shares883
Event2026-03-31
Filed2026-05-06
SCHA
SCHWAB STRATEGIC TR
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-06
PRMB
PRIMO BRANDS CORPORATION
1.54%
Shares5.3K
Event2026-03-31
Filed2026-05-06
WDFC
WD 40 CO
0.00%
Shares492
Event2026-03-31
Filed2026-05-06
DLN
Wisdomtree Tree
0.36%
Shares1.1K
Event2026-03-31
Filed2026-05-06
SPYM
SPDR SERIES TRUST
22.76%
Shares1.3K
Event2026-03-31
Filed2026-05-06
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-15.18%
Shares1.3K
Event2026-03-31
Filed2026-05-06
KLAC
KLA CORP
-7.14%
Shares65
Event2026-03-31
Filed2026-05-06
ETR
ENTERGY CORP NEW
0.00%
Shares850
Event2026-03-31
Filed2026-05-06
STWD
Starwood Property Trust Inc REIT
-51.07%
Shares5.5K
Event2026-03-31
Filed2026-05-06
VNQ
VANGUARD INDEX FDS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
DELL
DELL TECHNOLOGIES INC
0.00%
Shares574
Event2026-03-31
Filed2026-05-06
DOW
DOW HLDGS INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-06
ESGU
ISHARES TR
0.00%
Shares659
Event2026-03-31
Filed2026-05-06
CRWD
CROWDSTRIKE HLDGS INC
16.10%
Shares238
Event2026-03-31
Filed2026-05-06
SPGI
S&P Global, Inc.
0.00%
Shares218
Event2026-03-31
Filed2026-05-06
OLED
Universal Display Corp
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
AES
AES CORP
-62.45%
Shares6.5K
Event2026-03-31
Filed2026-05-06
AZO
AUTOZONE INC
0.00%
Shares26
Event2026-03-31
Filed2026-05-06
TDG
TRANSDIGM GROUP INC
0.00%
Shares73
Event2026-03-31
Filed2026-05-06
NVS
Novartis AG Spons ADR
-20.98%
Shares550
Event2026-03-31
Filed2026-05-06
IEI
Ishares Tr 3-7 Year Treasury Bd
0.00%
Shares701
Event2026-03-31
Filed2026-05-06
SPEM
STATE ST SPDR PORTFOLIO EMERGING MARKETS ETF
132.80%
Shares1.7K
Event2026-03-31
Filed2026-05-06
CITIGROUP INC
CITIGROUP INC
-68.68%
Shares707
Event2026-03-31
Filed2026-05-06
SPTL
SPDR SERIES TRUST
-0.79%
Shares3.0K
Event2026-03-31
Filed2026-05-06
BK
BANK NEW YORK MELLON CORP
0.00%
Shares661
Event2026-03-31
Filed2026-05-06
YUM
YUM BRANDS INC
-1.57%
Shares503
Event2026-03-31
Filed2026-05-06
EXC
EXELON CORP
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-06
WTRG
ESSENTIAL UTILS INC
-14.38%
Shares1.9K
Event2026-03-31
Filed2026-05-06
PNC
PNC Financial Services Group
0.00%
Shares356
Event2026-03-31
Filed2026-05-06
KMI
KINDER MORGAN INC DEL
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-06
JAAA
JANUS DETROIT STR TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
BR
BROADRIDGE FINL SOLUTIONS IN
-13.76%
Shares445
Event2026-03-31
Filed2026-05-06
GSK PLC
GSK PLC
-8.68%
Shares1.3K
Event2026-03-31
Filed2026-05-06
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares161
Event2026-03-31
Filed2026-05-06
ESS
ESSEX PPTY TR INC
0.00%
Shares297
Event2026-03-31
Filed2026-05-06
VIG
VANGUARD SPECIALIZED FUNDS
-53.03%
Shares333
Event2026-03-31
Filed2026-05-06
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares614
Event2026-03-31
Filed2026-05-06
IRT
INDEPENDENCE RLTY TR INC
-8.53%
Shares4.7K
Event2026-03-31
Filed2026-05-06
SDY
State Street SPDR S&P Dividend ETF
0.00%
Shares475
Event2026-03-31
Filed2026-05-06
IFRA
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-06
ELV
ELEVANCE HEALTH INC FORMERLY
-9.69%
Shares233
Event2026-03-31
Filed2026-05-06
GILD
GILEAD SCIENCES INC
-21.14%
Shares485
Event2026-03-31
Filed2026-05-06
ITT INC
ITT INC
0.00%
Shares350
Event2026-03-31
Filed2026-05-06
SAP
SAP SE
0.00%
Shares387
Event2026-03-31
Filed2026-05-06
IQLT
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
CMG
Chipotle Mexican Grill, Inc.
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-06
ACWX
ISHARES TR
0.00%
Shares935
Event2026-03-31
Filed2026-05-06
AVUV
AMERICAN CENTY ETF TR
0.00%
Shares579
Event2026-03-31
Filed2026-05-06
ENTA
ENANTA PHARMACEUTICALS INC
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-06
A
AGILENT TECHNOLOGIES INC
0.00%
Shares545
Event2026-03-31
Filed2026-05-06
OTIS
OTIS WORLDWIDE CORP
0.00%
Shares805
Event2026-03-31
Filed2026-05-06
BSX
BOSTON SCIENTIFIC CORP
-63.98%
Shares980
Event2026-03-31
Filed2026-05-06
MO
ALTRIA GROUP INC
-12.91%
Shares931
Event2026-03-31
Filed2026-05-06
SPYD
ST STR SPDR PORT S&P 500 HIGH DIVIDEND ETF
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
EFX
EQUIFAX INC
-28.04%
Shares331
Event2026-03-31
Filed2026-05-06
KR
KROGER CO
-5.52%
Shares821
Event2026-03-31
Filed2026-05-06
STZ
CONSTELLATION BRANDS INC
-28.65%
Shares391
Event2026-03-31
Filed2026-05-06
IWR
ISHARES TR
0.00%
Shares603
Event2026-03-31
Filed2026-05-06
BLACKROCK INC
BLACKROCK INC
0.00%
Shares61
Event2026-03-31
Filed2026-05-06
TFC
TRUIST FINL CORP
-43.80%
Shares1.3K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
LAM RESEARCH CORP
1.92%
Shares266
Event2026-03-31
Filed2026-05-06
NOW
SERVICENOW INC
-97.27%
Shares533
Event2026-03-31
Filed2026-05-06
SLV
iShares Silver Tr
53.07%
Shares799
Event2026-03-31
Filed2026-05-06
GLDM
WORLD GOLD TR
0.00%
Shares586
Event2026-03-31
Filed2026-05-06
CVS
CVS HEALTH CORP
0.00%
Shares734
Event2026-03-31
Filed2026-05-06
CDW
CDW CORP
0.70%
Shares434
Event2026-03-31
Filed2026-05-06
BDX
Becton, Dickinson and Company
0.00%
Shares332
Event2026-03-31
Filed2026-05-06
FTV
FORTIVE CORP
-3.04%
Shares924
Event2026-03-31
Filed2026-05-06
CROWN CASTLE INC
CROWN CASTLE INC
-11.71%
Shares626
Event2026-03-31
Filed2026-05-06
ALAB
ASTERA LABS INC
0.00%
Shares462
Event2026-03-31
Filed2026-05-06
VRSK
VERISK ANALYTICS INC
12.77%
Shares265
Event2026-03-31
Filed2026-05-06
AA
ALCOA CORP
0.00%
Shares755
Event2026-03-31
Filed2026-05-06
HWM
HOWMET AEROSPACE INC
0.00%
Shares215
Event2026-03-31
Filed2026-05-06
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares142
Event2026-03-31
Filed2026-05-06
WSM
WILLIAMS SONOMA INC
0.00%
Shares264
Event2026-03-31
Filed2026-05-06
IBDX
ISHARES TR
New
Shares1.9K
Event2026-03-31
Filed2026-05-06
VGT
VANGUARD WORLD FD
0.00%
Shares68
Event2026-03-31
Filed2026-05-06
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares300
Event2026-03-31
Filed2026-05-06
ADSK
AUTODESK INC
-6.67%
Shares196
Event2026-03-31
Filed2026-05-06
GRMN
GARMIN LTD
0.00%
Shares201
Event2026-03-31
Filed2026-05-06
IBTG
ISHARES TR
54.42%
Shares2.0K
Event2026-03-31
Filed2026-05-06
IBTH
ISHARES TR
54.46%
Shares2.0K
Event2026-03-31
Filed2026-05-06
MTB
M & T BK CORP
4.29%
Shares219
Event2026-03-31
Filed2026-05-06
FTNT
FORTINET INC
16.67%
Shares553
Event2026-03-31
Filed2026-05-06
TROW
PRICE T ROWE GROUP INC
-32.66%
Shares501
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares983
Event2026-03-31
Filed2026-05-06
IBTM
ISHARES TR
New
Shares2.0K
Event2026-03-31
Filed2026-05-06
BA
BOEING CO
0.00%
Shares220
Event2026-03-31
Filed2026-05-06
D
DOMINION ENERGY INC
-1.96%
Shares702
Event2026-03-31
Filed2026-05-06
ARKG
ARK ETF TR
-74.16%
Shares1.6K
Event2026-03-31
Filed2026-05-06
GPC
GENUINE PARTS CO
0.00%
Shares403
Event2026-03-31
Filed2026-05-06
IBTK
ISHARES TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-06
HSY
HERSHEY CO
-39.82%
Shares201
Event2026-03-31
Filed2026-05-06
IR
INGERSOLL RAND INC
0.00%
Shares519
Event2026-03-31
Filed2026-05-06
ELS
EQUITY LIFESTYLE PROPERTIES
22.59%
Shares662
Event2026-03-31
Filed2026-05-06
PM
Philip Morris International
0.00%
Shares246
Event2026-03-31
Filed2026-05-06
SPSM
SPDR SERIES TRUST
-30.03%
Shares834
Event2026-03-31
Filed2026-05-06
VLO
VALERO ENERGY CORP
0.00%
Shares163
Event2026-03-31
Filed2026-05-06
WBD
WARNER BROS DISCOVERY INC
17.11%
Shares1.5K
Event2026-03-31
Filed2026-05-06
RJF
RAYMOND JAMES FINL INC
0.00%
Shares275
Event2026-03-31
Filed2026-05-06
OMC
OMNICOM GROUP INC
1.17%
Shares521
Event2026-03-31
Filed2026-05-06
VOT
VANGUARD INDEX FDS
0.00%
Shares150
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares200
Event2026-03-31
Filed2026-05-06
HYBL
Spdr Blackstone High Income Etf
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
MCK
MCKESSON CORP
0.00%
Shares44
Event2026-03-31
Filed2026-05-06
TGT
TARGET CORP
0.00%
Shares312
Event2026-03-31
Filed2026-05-06
RSPH
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
RF
REGIONS FINANCIAL CORP NEW
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
DXYZ
DESTINY TECH100 INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-06
SKY
CHAMPION HOMES, INC.
0.00%
Shares495
Event2026-03-31
Filed2026-05-06
MGV
VANGUARD WORLD FD
0.00%
Shares253
Event2026-03-31
Filed2026-05-06
CRWV
COREWEAVE INC
0.00%
Shares472
Event2026-03-31
Filed2026-05-06
OGE
OGE ENERGY CORP
0.00%
Shares755
Event2026-03-31
Filed2026-05-06
KHC
Kraft Heinz Company
-57.94%
Shares1.6K
Event2026-03-31
Filed2026-05-06
IGM
ISHARES TR
0.00%
Shares300
Event2026-03-31
Filed2026-05-06
WMB
WILLIAMS COS INC
0.00%
Shares485
Event2026-03-31
Filed2026-05-06
VMC
Vulcan Materials Company
0.00%
Shares127
Event2026-03-31
Filed2026-05-06
PLD
PROLOGIS INC.
181.11%
Shares253
Event2026-03-31
Filed2026-05-06
PAYX
PAYCHEX INC
0.00%
Shares363
Event2026-03-31
Filed2026-05-06
HOOD
ROBINHOOD MKTS INC
-0.43%
Shares459
Event2026-03-31
Filed2026-05-06
CBOE
CBOE GLOBAL MKTS INC
0.00%
Shares113
Event2026-03-31
Filed2026-05-06
SLB
SLB LIMITED
17.05%
Shares618
Event2026-03-31
Filed2026-05-06
IWM
ISHARES TR
-67.51%
Shares128
Event2026-03-31
Filed2026-05-06
BKH
BLACK HILLS CORP
0.00%
Shares456
Event2026-03-31
Filed2026-05-06
ALL
ALLSTATE CORP
-3.80%
Shares152
Event2026-03-31
Filed2026-05-06
EVRG
EVERGY INC
0.00%
Shares381
Event2026-03-31
Filed2026-05-06
PICK
ISHARES INC
New
Shares548
Event2026-03-31
Filed2026-05-06
EA
ELECTRONIC ARTS INC
0.00%
Shares151
Event2026-03-31
Filed2026-05-06
HCA
HCA HEALTHCARE INC
0.00%
Shares65
Event2026-03-31
Filed2026-05-06
HPE
HEWLETT PACKARD ENTERPRISE C
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
PAVE
GLOBAL X FDS
New
Shares604
Event2026-03-31
Filed2026-05-06
VSS
VANGUARD INTL EQUITY INDEX F
0.00%
Shares210
Event2026-03-31
Filed2026-05-06
AM
ANTERO MIDSTREAM CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
VIOO
VANGUARD ADMIRAL FDS INC
0.00%
Shares263
Event2026-03-31
Filed2026-05-06
GIS
GENERAL MILLS INC
73.82%
Shares810
Event2026-03-31
Filed2026-05-06
XLF
SELECT SECTOR SPDR TR
0.00%
Shares606
Event2026-03-31
Filed2026-05-06
NTRS
NORTHERN TR CORP
0.00%
Shares214
Event2026-03-31
Filed2026-05-06
DINO
HF SINCLAIR CORP
0.00%
Shares475
Event2026-03-31
Filed2026-05-06
IBTI
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
ORI
OLD REP INTL CORP
0.00%
Shares727
Event2026-03-31
Filed2026-05-06
VEEV
VEEVA SYS INC
26.92%
Shares165
Event2026-03-31
Filed2026-05-06
FSLR
FIRST SOLAR INC
0.00%
Shares146
Event2026-03-31
Filed2026-05-06
THG
HANOVER INS GROUP INC
0.00%
Shares166
Event2026-03-31
Filed2026-05-06
NEM
NEWMONT CORP
0.00%
Shares265
Event2026-03-31
Filed2026-05-06
ULTA
ULTA BEAUTY INC
-23.94%
Shares54
Event2026-03-31
Filed2026-05-06
ITA
ISHARES TR
New
Shares129
Event2026-03-31
Filed2026-05-06
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares33
Event2026-03-31
Filed2026-05-06
ADC
AGREE RLTY CORP
0.00%
Shares368
Event2026-03-31
Filed2026-05-06
DOV
Dover Corp
-54.14%
Shares133
Event2026-03-31
Filed2026-05-06
IWO
ISHARES TR
0.00%
Shares88
Event2026-03-31
Filed2026-05-06
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-06
UPS
UNITED PARCEL SVCS INC
-37.01%
Shares274
Event2026-03-31
Filed2026-05-06
MLM
MARTIN MARIETTA MATLS INC
0.00%
Shares45
Event2026-03-31
Filed2026-05-06
TRNO
Terreno Realty Corp REIT
0.00%
Shares426
Event2026-03-31
Filed2026-05-06
HEDJ
WISDOMTREE TR
0.00%
Shares500
Event2026-03-31
Filed2026-05-06
SOLV
SOLVENTUM CORP
60.98%
Shares396
Event2026-03-31
Filed2026-05-06
OXY
OCCIDENTAL PETE CORP
0.00%
Shares397
Event2026-03-31
Filed2026-05-06
CAC
CAMDEN NATL CORP
0.00%
Shares540
Event2026-03-31
Filed2026-05-06
MFC
MANULIFE FINL CORP
0.00%
Shares742
Event2026-03-31
Filed2026-05-06
AVB
AvalonBay Communities, Inc.
56.00%
Shares156
Event2026-03-31
Filed2026-05-06
LNT
ALLIANT ENERGY CORP
-7.57%
Shares354
Event2026-03-31
Filed2026-05-06
ODFL
OLD DOMINION FREIGHT LINE IN
25.00%
Shares130
Event2026-03-31
Filed2026-05-06
FLRN
State Street SPDR Bloomberg Investment Grade
0.00%
Shares811
Event2026-03-31
Filed2026-05-06
IREN
IREN LIMITED
0.00%
Shares726
Event2026-03-31
Filed2026-05-06
APTIV PLC
APTIV PLC
0.85%
Shares355
Event2026-03-31
Filed2026-05-06
EME
EMCOR GROUP INC
0.00%
Shares33
Event2026-03-31
Filed2026-05-06
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares333
Event2026-03-31
Filed2026-05-06
MSTR
STRATEGY INC
26.97%
Shares193
Event2026-03-31
Filed2026-05-06
CTVA
Corteva Inc
0.00%
Shares287
Event2026-03-31
Filed2026-05-06
FITB
FIFTH THIRD BANCORP
107.69%
Shares513
Event2026-03-31
Filed2026-05-06
CHRW
C H ROBINSON WORLDWIDE IN
0.00%
Shares143
Event2026-03-31
Filed2026-05-06
XMHQ
INVESCO EXCHANGE TRADED FD T
-50.00%
Shares225
Event2026-03-31
Filed2026-05-06
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares157
Event2026-03-31
Filed2026-05-06
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
-33.29%
Shares523
Event2026-03-31
Filed2026-05-06
GEHC
GE HEALTHCARE TECHNOLOGIES I
146.56%
Shares323
Event2026-03-31
Filed2026-05-06
WPC
WP CAREY INC
0.00%
Shares334
Event2026-03-31
Filed2026-05-06
BWA
BORGWARNER INC
0.00%
Shares417
Event2026-03-31
Filed2026-05-06
AMKR
AMKOR TECHNOLOGY INC
0.00%
Shares500
Event2026-03-31
Filed2026-05-06
AXS
AXIS CAP HLDGS LTD
0.00%
Shares221
Event2026-03-31
Filed2026-05-06
SCHM
SCHWAB STRATEGIC TR
0.00%
Shares723
Event2026-03-31
Filed2026-05-06
NDSN
NORDSON CORP
0.00%
Shares84
Event2026-03-31
Filed2026-05-06
DLR
DIGITAL RLTY TR INC
4.20%
Shares124
Event2026-03-31
Filed2026-05-06
AOA
ISHARES TR
712.90%
Shares252
Event2026-03-31
Filed2026-05-06
XYZ
BLOCK INC
10.51%
Shares368
Event2026-03-31
Filed2026-05-06
ASB
ASSOCIATED BANC-CORP
-13.64%
Shares855
Event2026-03-31
Filed2026-05-06
CIEN
CIENA CORP
0.00%
Shares56
Event2026-03-31
Filed2026-05-06
MSI
MOTOROLA SOLUTIONS INC
-65.03%
Shares50
Event2026-03-31
Filed2026-05-06
AWK
AMERICAN WTR WKS CO INC NEW
-49.68%
Shares159
Event2026-03-31
Filed2026-05-06
CHTR
Charter Communications Inc New
-20.33%
Shares98
Event2026-03-31
Filed2026-05-06
VPU
VANGUARD WORLD FD
0.00%
Shares106
Event2026-03-31
Filed2026-05-06
SN
Sharkninja Inc ADR
0.00%
Shares195
Event2026-03-31
Filed2026-05-06
HAS
HASBRO INC
0.00%
Shares219
Event2026-03-31
Filed2026-05-06
MSM
MSC INDL DIRECT INC
0.00%
Shares218
Event2026-03-31
Filed2026-05-06
CTRA
COTERRA ENERGY INC
0.00%
Shares572
Event2026-03-31
Filed2026-05-06
VTRS
VIATRIS INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
PPL
PPL CORP
0.00%
Shares523
Event2026-03-31
Filed2026-05-06
RRX
REGAL REXNORD CORPORATION
0.00%
Shares106
Event2026-03-31
Filed2026-05-06
MUR
MURPHY OIL CORP
0.00%
Shares478
Event2026-03-31
Filed2026-05-06
LDRC
ISHARES TR
New
Shares765
Event2026-03-31
Filed2026-05-06
FLEX
FLEXTRONICS INTL LTD
0.00%
Shares295
Event2026-03-31
Filed2026-05-06
AMP
AMERIPRISE FINL INC
-55.67%
Shares43
Event2026-03-31
Filed2026-05-06
USFD
US FOODS HLDG CORP
0.00%
Shares206
Event2026-03-31
Filed2026-05-06
CFG
CITIZENS FINL GROUP INC
0.00%
Shares316
Event2026-03-31
Filed2026-05-06
TSN
TYSON FOODS INC
0.00%
Shares295
Event2026-03-31
Filed2026-05-06
MKSI
MKS INC.
0.00%
Shares82
Event2026-03-31
Filed2026-05-06
ICVT
ISHARES TR
0.00%
Shares185
Event2026-03-31
Filed2026-05-06
SR
SPIRE INC
0.00%
Shares207
Event2026-03-31
Filed2026-05-06
PNW
PINNACLE WEST CAP CORP
0.00%
Shares186
Event2026-03-31
Filed2026-05-06
ROST
ROSS STORES INC
-45.57%
Shares86
Event2026-03-31
Filed2026-05-06
ZION
ZIONS BANCORPORATION NATL AS
26.38%
Shares321
Event2026-03-31
Filed2026-05-06
VTR
VENTAS INC
0.00%
Shares226
Event2026-03-31
Filed2026-05-06
NET
CLOUDFLARE INC
6.02%
Shares88
Event2026-03-31
Filed2026-05-06
CEG
CONSTELLATION ENERGY CORP
-51.13%
Shares65
Event2026-03-31
Filed2026-05-06
CRBG
COREBRIDGE FINL INC
New
Shares760
Event2026-03-31
Filed2026-05-06
PKG
PACKAGING CORP AMER
-33.59%
Shares85
Event2026-03-31
Filed2026-05-06
EPR
EPR PPTYS
0.00%
Shares359
Event2026-03-31
Filed2026-05-06
IVZ
INVESCO LTD
0.00%
Shares732
Event2026-03-31
Filed2026-05-06
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
0.00%
Shares85
Event2026-03-31
Filed2026-05-06
POOL
POOL CORP
0.00%
Shares85
Event2026-03-31
Filed2026-05-06
CPRT
COPART INC
-38.32%
Shares515
Event2026-03-31
Filed2026-05-06
BJ
BJS WHSL CLUB HLDGS INC
-16.91%
Shares172
Event2026-03-31
Filed2026-05-06
EXP
EAGLE MATLS INC
1.15%
Shares88
Event2026-03-31
Filed2026-05-06
CHRD
CHORD ENERGY CORPORATION
6.36%
Shares117
Event2026-03-31
Filed2026-05-06
FCX
FREEPORT MCMORAN INC
0.00%
Shares282
Event2026-03-31
Filed2026-05-06
TXT
TEXTRON INC
0.00%
Shares189
Event2026-03-31
Filed2026-05-06
AFG
AMERICAN FINANCIAL GROUP INC
0.00%
Shares129
Event2026-03-31
Filed2026-05-06
RTO
RENTOKIL INITIAL PLC
0.00%
Shares521
Event2026-03-31
Filed2026-05-06
IWS
ISHARES TR
0.00%
Shares111
Event2026-03-31
Filed2026-05-06
WRB
BERKLEY W R CORP
0.00%
Shares240
Event2026-03-31
Filed2026-05-06
DG
DOLLAR GEN CORP
0.00%
Shares133
Event2026-03-31
Filed2026-05-06
OHI
OMEGA HEALTHCARE INVS INC
0.00%
Shares360
Event2026-03-31
Filed2026-05-06
INGR
INGREDION INC
0.00%
Shares140
Event2026-03-31
Filed2026-05-06
GXO
GXO LOGISTICS INCORPORATED
0.00%
Shares304
Event2026-03-31
Filed2026-05-06
IWY
ISHARES TR
0.00%
Shares63
Event2026-03-31
Filed2026-05-06
WBS
WEBSTER FINL CORP
0.00%
Shares225
Event2026-03-31
Filed2026-05-06
FCFS
FIRSTCASH HOLDINGS INC
0.00%
Shares83
Event2026-03-31
Filed2026-05-06
LFUS
LITTELFUSE INC
0.00%
Shares45
Event2026-03-31
Filed2026-05-06
FIX
COMFORT SYS USA INC
0.00%
Shares11
Event2026-03-31
Filed2026-05-06
APA CORPORATION
APA CORPORATION
0.00%
Shares356
Event2026-03-31
Filed2026-05-06
L
LOEWS CORP
0.00%
Shares140
Event2026-03-31
Filed2026-05-06
KEY
KEYCORP
0.00%
Shares742
Event2026-03-31
Filed2026-05-06
COKE
COCA COLA CONS INC
0.00%
Shares77
Event2026-03-31
Filed2026-05-06
FE
FIRSTENERGY CORP
0.00%
Shares291
Event2026-03-31
Filed2026-05-06
HR
HEALTHCARE RLTY TR
-16.63%
Shares867
Event2026-03-31
Filed2026-05-06
SWX
SOUTHWEST GAS HLDGS INC
-15.08%
Shares169
Event2026-03-31
Filed2026-05-06
ONB
OLD NATL BANCORP IND
148.31%
Shares663
Event2026-03-31
Filed2026-05-06
AME
AMETEK INC
0.00%
Shares68
Event2026-03-31
Filed2026-05-06
CCK
CROWN HLDGS INC
0.00%
Shares145
Event2026-03-31
Filed2026-05-06
DGRO
ISHARES TR
-74.63%
Shares207
Event2026-03-31
Filed2026-05-06
BAH
BOOZ ALLEN HAMILTON HLDG COR
77.14%
Shares186
Event2026-03-31
Filed2026-05-06
LKQ
LKQ CORP
17.66%
Shares493
Event2026-03-31
Filed2026-05-06
ADBE
ADOBE INC
-22.37%
Shares59
Event2026-03-31
Filed2026-05-06
DTM
DT MIDSTREAM INC
0.00%
Shares106
Event2026-03-31
Filed2026-05-06
ARW
ARROW ELECTRS INC
32.00%
Shares99
Event2026-03-31
Filed2026-05-06
LSTR
LANDSTAR SYS INC
0.00%
Shares88
Event2026-03-31
Filed2026-05-06
MAS
MASCO CORP
-19.72%
Shares232
Event2026-03-31
Filed2026-05-06
BUNGE GLOBAL SA
BUNGE GLOBAL SA
0.00%
Shares110
Event2026-03-31
Filed2026-05-06
JBHT
HUNT J B TRANS SVCS INC
0.00%
Shares66
Event2026-03-31
Filed2026-05-06
VOYA
VOYA FINANCIAL INC
-13.56%
Shares204
Event2026-03-31
Filed2026-05-06

Call Option Holdings
No call option holdings data available

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