The Analysis of Coastline Trust Co's Holdings
Currently, Coastline Trust Co holds 408 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in GLD (+22.9K shares, valued at $9.9M), IEFA (+38.9K shares, valued at $3.5M), VWO (+60.1K shares, valued at $3.2M); decreased their positions in VBR (-37.6K shares, valued at $8.2M), VTEB (-82.1K shares, valued at $4.1M), NVDA (-16.6K shares, valued at $2.9M); initiated new positions in IDEQ (+71.0K shares, valued at $2.3M), ETHW (+22.3K shares, valued at $334.5K), CATH (+2.5K shares, valued at $193.0K). Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
NVDA NVIDIA CORPORATION472.0K shares-3.39%2026-03-312026-04-03
ALPHABET INC ALPHABET INC172.9K shares-2.17%2026-03-312026-04-03 AAPL APPLE INC188.5K shares-0.94%2026-03-312026-04-03 IVV ISHARES TR62.2K shares0.38%2026-03-312026-04-03 EFA ISHARES TR397.6K shares6.52%2026-03-312026-04-03 MSFT MICROSOFT CORP103.6K shares-2.84%2026-03-312026-04-03 IJH ISHARES TR497.4K shares0.63%2026-03-312026-04-03 IWR ISHARES TR339.5K shares-1.66%2026-03-312026-04-03 AMZN AMAZON COM INC151.2K shares0.02%2026-03-312026-04-03 IEFA ISHARES TR323.2K shares13.67%2026-03-312026-04-03 META META PLATFORMS INC45.4K shares0.68%2026-03-312026-04-03 LLY ELI LILLY & CO20.9K shares3.32%2026-03-312026-04-03 VEA VANGUARD TAX-MANAGED FDS288.3K shares19.72%2026-03-312026-04-03 VTI VANGUARD INDEX FDS56.0K shares2.04%2026-03-312026-04-03 IWM ISHARES TR70.9K shares-9.58%2026-03-312026-04-03 SPY STATE STR SPDR S&P 500 ETF T25.5K shares2.68%2026-03-312026-04-03 EWJ ISHARES INC179.9K shares1.28%2026-03-312026-04-03 VBR VANGUARD INDEX FDS59.4K shares-38.77%2026-03-312026-04-03 PANW PALO ALTO NETWORKS INC79.8K shares-3.18%2026-03-312026-04-03 NFLX NETFLIX INC.128.5K shares-0.99%2026-03-312026-04-03 VWO VANGUARD INTL EQUITY INDEX F221.6K shares37.22%2026-03-312026-04-03 ABBV ABBVIE INC49.6K shares0.51%2026-03-312026-04-03 GLD SPDR GOLD TR25.0K shares1118.74%2026-03-312026-04-03 WMT WALMART INC85.7K shares0.23%2026-03-312026-04-03 COST COSTCO WHOLESALE CORPORATION10.2K shares-0.67%2026-03-312026-04-03 V VISA INC33.5K shares-0.97%2026-03-312026-04-03 AGG ISHARES TR94.7K shares-10.04%2026-03-312026-04-03 JPM JPMORGAN CHASE & CO28.9K shares3.92%2026-03-312026-04-03 MA MASTERCARD INCORPORATED16.7K shares-2.32%2026-03-312026-04-03 AXP AMERICAN EXPRESS CO26.0K shares-1.54%2026-03-312026-04-03 CAT CATERPILLAR INC8.9K shares-1.54%2026-03-312026-04-03 TJX TJX COS INC NEW39.4K shares0.63%2026-03-312026-04-03 GE AEROSPACE GE AEROSPACE22.0K shares-0.92%2026-03-312026-04-03 AMGN AMGEN INC17.2K shares1.44%2026-03-312026-04-03 ORCL ORACLE CORP37.3K shares-4.29%2026-03-312026-04-03 AFL AFLAC INC48.7K shares-6.22%2026-03-312026-04-03 EEM ISHARES TR88.2K shares35.03%2026-03-312026-04-03 CB CHUBB LTD SWITZ14.2K shares-0.14%2026-03-312026-04-03 WM WASTE MGMT INC DEL20.1K shares-0.21%2026-03-312026-04-03 VEU VANGUARD INTL EQUITY INDEX F61.4K shares1.66%2026-03-312026-04-03 CEF SPROTT ASSET MANAGEMENT LP85.4K shares383.98%2026-03-312026-04-03 CVX CHEVRON CORPORATION19.1K shares-1.19%2026-03-312026-04-03 MCD MCDONALDS CORP12.5K shares1.34%2026-03-312026-04-03 BROADCOM INC BROADCOM INC11.6K shares-2.52%2026-03-312026-04-03 CSCO CISCO SYS INC46.1K shares0.25%2026-03-312026-04-03 IVOO VANGUARD ADMIRAL FDS INC30.3K shares-3.76%2026-03-312026-04-03 MS MORGAN STANLEY20.7K shares-0.31%2026-03-312026-04-03 VUG VANGUARD INDEX FDS7.6K shares0.00%2026-03-312026-04-03 TMO THERMO FISHER SCIENTIFIC INC6.7K shares-0.39%2026-03-312026-04-03 XOM EXXON MOBIL CORP19.0K shares4.04%2026-03-312026-04-03 VTHR VANGUARD SCOTTSDALE FDS11.2K shares0.00%2026-03-312026-04-03 EMR EMERSON ELEC CO24.4K shares1.68%2026-03-312026-04-03 MDY STATE STR SPDR S&P MIDCAP 405.0K shares0.24%2026-03-312026-04-03 NVS NOVARTIS AG20.3K shares-0.34%2026-03-312026-04-03 RTX RTX CORPORATION16.1K shares1.82%2026-03-312026-04-03 PEP PEPSICO INC19.8K shares1.60%2026-03-312026-04-03 ADP AUTOMATIC DATA PROCESSING IN14.7K shares-2.42%2026-03-312026-04-03 UNH UNITEDHEALTH GROUP INC10.9K shares-0.64%2026-03-312026-04-03 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-03 PLTR PALANTIR TECHNOLOGIES INC19.2K shares-0.16%2026-03-312026-04-03 QCOM QUALCOMM INC21.5K shares-1.62%2026-03-312026-04-03 UBER UBER TECHNOLOGIES INC37.6K shares-2.61%2026-03-312026-04-03 GS GOLDMAN SACHS GROUP INC3.1K shares-0.16%2026-03-312026-04-03 BAC BANK AMERICA CORP53.6K shares-2.79%2026-03-312026-04-03 VXF VANGUARD INDEX FDS12.7K shares0.00%2026-03-312026-04-03 HD HOME DEPOT INC7.7K shares7.47%2026-03-312026-04-03 JNJ JOHNSON & JOHNSON10.3K shares-0.01%2026-03-312026-04-03 SCHW SCHWAB CHARLES CORP26.5K shares-11.76%2026-03-312026-04-03 ICE INTERCONTINENTAL EXCHANGE IN15.6K shares0.00%2026-03-312026-04-03 HON HONEYWELL INTL INC10.7K shares-4.62%2026-03-312026-04-03 DE DEERE & CO4.2K shares-1.33%2026-03-312026-04-03 MU MICRON TECHNOLOGY INC7.0K shares-1.26%2026-03-312026-04-03 PG PROCTER & GAMBLE CO16.1K shares-0.66%2026-03-312026-04-03 IDEQ LAZARD ACTIVE ETF TR71.0K sharesnew addition2026-03-312026-04-03 VLO VALERO ENERGY CORP9.1K shares6.18%2026-03-312026-04-03 VTEB VANGUARD MUN BD FDS44.1K shares-65.02%2026-03-312026-04-03 LOW LOWES COS INC9.3K shares6.04%2026-03-312026-04-03 VFQY VANGUARD WELLINGTON FD14.2K shares-1.11%2026-03-312026-04-03 FALN ISHARES TR78.1K shares-47.31%2026-03-312026-04-03 YUM YUM BRANDS INC13.4K shares-2.12%2026-03-312026-04-03 INDA ISHARES TR42.4K shares-0.07%2026-03-312026-04-03 IJR ISHARES TR15.1K shares-14.66%2026-03-312026-04-03 UNP UNION PAC CORP7.5K shares5.96%2026-03-312026-04-03 ADI ANALOG DEVICES INC5.5K shares0.00%2026-03-312026-04-03 MUB ISHARES TR16.4K shares19.42%2026-03-312026-04-03 ITW ILLINOIS TOOL WKS INC6.5K shares-29.06%2026-03-312026-04-03 SNOW SNOWFLAKE INC11.1K shares-12.26%2026-03-312026-04-03 EA ELECTRONIC ARTS INC8.1K shares0.00%2026-03-312026-04-03 ELV ELEVANCE HEALTH INC FORMERLY5.2K shares-3.57%2026-03-312026-04-03 LINDE PLC LINDE PLC3.1K shares-8.90%2026-03-312026-04-03 NEE NEXTERA ENERGY INC16.1K shares19.00%2026-03-312026-04-03 ABT ABBOTT LABORATORIES14.5K shares0.23%2026-03-312026-04-03 ESGD ISHARES TR15.5K shares5.48%2026-03-312026-04-03 IWB ISHARES TR4.1K shares-1.20%2026-03-312026-04-03 VIOO VANGUARD ADMIRAL FDS INC12.4K shares-8.32%2026-03-312026-04-03 PGR PROGRESSIVE CORP7.0K shares-6.10%2026-03-312026-04-03 DHR DANAHER CORP DEL7.3K shares-42.84%2026-03-312026-04-03 PAYX PAYCHEX INC14.8K shares-24.06%2026-03-312026-04-03 MCK MCKESSON CORP1.6K shares0.00%2026-03-312026-04-03 CEG CONSTELLATION ENERGY CORP4.8K shares3.09%2026-03-312026-04-03 VO VANGUARD INDEX FDS4.7K shares10.48%2026-03-312026-04-03 LMT LOCKHEED MARTIN CORP2.2K shares-6.25%2026-03-312026-04-03 MSI MOTOROLA SOLUTIONS INC3.0K shares0.00%2026-03-312026-04-03 AMAT APPLIED MATLS INC3.8K shares-0.75%2026-03-312026-04-03 ADBE ADOBE INC5.4K shares-11.27%2026-03-312026-04-03 SDY SPDR SERIES TRUST8.9K shares0.00%2026-03-312026-04-03 ARES ARES MANAGEMENT CORPORATION11.7K shares-44.24%2026-03-312026-04-03 SHOP SHOPIFY INC10.7K shares-20.69%2026-03-312026-04-03 XCEM COLUMBIA ETF TR II30.4K shares3.52%2026-03-312026-04-03 NEM NEWMONT CORP11.4K shares0.00%2026-03-312026-04-03 SYY SYSCO CORP16.2K shares-13.74%2026-03-312026-04-03 CL COLGATE PALMOLIVE CO13.1K shares0.00%2026-03-312026-04-03 IWF ISHARES TR2.6K shares-9.09%2026-03-312026-04-03 HWM HOWMET AEROSPACE INC4.8K shares0.00%2026-03-312026-04-03 J JACOBS SOLUTIONS INC8.4K shares-2.77%2026-03-312026-04-03 SUSA ISHARES TR7.9K shares0.00%2026-03-312026-04-03 TT TRANE TECHNOLOGIES PLC2.5K shares0.00%2026-03-312026-04-03 MPC MARATHON PETE CORP4.2K shares0.00%2026-03-312026-04-03 APD AIR PRODUCTS AND CHEMICALS I3.3K shares24.16%2026-03-312026-04-03 IWD ISHARES TR4.5K shares-26.23%2026-03-312026-04-03 XLF SELECT SECTOR SPDR TR19.2K shares0.34%2026-03-312026-04-03 VB VANGUARD INDEX FDS3.6K shares-20.38%2026-03-312026-04-03 EFIV SPDR SERIES TRUST14.7K shares-3.45%2026-03-312026-04-03 EQT CORP EQT CORP14.1K shares0.00%2026-03-312026-04-03 MFC MANULIFE FINL CORP25.6K shares-4.23%2026-03-312026-04-03 CME CME GROUP INC2.8K shares0.00%2026-03-312026-04-03 VV VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-04-03 GLW CORNING INC6.0K shares0.00%2026-03-312026-04-03 OKE ONEOK INC NEW8.7K shares0.01%2026-03-312026-04-03 AMD ADVANCED MICRO DEVICES INC3.8K shares-8.20%2026-03-312026-04-03 LNT ALLIANT ENERGY CORP10.7K shares-43.56%2026-03-312026-04-03 HUBBELL INC HUBBELL INC1.5K shares0.00%2026-03-312026-04-03 SYK STRYKER CORPORATION2.2K shares8.72%2026-03-312026-04-03 AIG AMERICAN INTL GROUP INC9.3K shares-45.75%2026-03-312026-04-03 COP CONOCOPHILLIPS5.2K shares8.12%2026-03-312026-04-03 ALPHABET INC ALPHABET INC2.4K shares-5.12%2026-03-312026-04-03 PM PHILIP MORRIS INTL INC3.9K shares15.61%2026-03-312026-04-03 APH AMPHENOL CORP5.1K shares-25.39%2026-03-312026-04-03 HYG ISHARES TR7.9K shares-49.21%2026-03-312026-04-03 JHMM JOHN HANCOCK EXCHANGE TRADED9.2K shares-1.97%2026-03-312026-04-03 A AGILENT TECHNOLOGIES INC5.2K shares0.00%2026-03-312026-04-03 CSX CSX CORP14.1K shares-45.99%2026-03-312026-04-03 WFC WELLS FARGO & CO7.0K shares-1.42%2026-03-312026-04-03 VZ VERIZON COMMUNICATIONS INC10.9K shares3.01%2026-03-312026-04-03 NOC NORTHROP GRUMMAN CORP756 shares2.72%2026-03-312026-04-03 IEMG ISHARES INC7.4K shares19.44%2026-03-312026-04-03 BNDX VANGUARD CHARLOTTE FDS10.1K shares0.00%2026-03-312026-04-03 CMCSA COMCAST CORP NEW16.8K shares-16.19%2026-03-312026-04-03 HYD VANECK ETF TRUST9.6K shares2.08%2026-03-312026-04-03 XLG INVESCO EXCHANGE TRADED FD T8.4K shares-32.24%2026-03-312026-04-03 IBM INTERNATIONAL BUSINESS MACHS1.9K shares-27.85%2026-03-312026-04-03 FDX FEDEX CORP1.3K shares-3.42%2026-03-312026-04-03 BDX BECTON DICKINSON & CO2.9K shares0.35%2026-03-312026-04-03 BMY BRISTOL-MYERS SQUIBB CO7.2K shares-2.03%2026-03-312026-04-03 CMI CUMMINS INC784 shares-19.01%2026-03-312026-04-03 VCIT VANGUARD SCOTTSDALE FDS4.8K shares29.77%2026-03-312026-04-03 HOOD ROBINHOOD MKTS INC5.7K shares-3.41%2026-03-312026-04-03 ED CONSOLIDATED EDISON INC3.3K shares0.00%2026-03-312026-04-03 TD TORONTO DOMINION BK ONT4.0K shares0.00%2026-03-312026-04-03 WASH WASHINGTON TR BANCORP INC10.9K shares0.00%2026-03-312026-04-03 LHX L3HARRIS TECHNOLOGIES INC1.1K shares-53.64%2026-03-312026-04-03 XT ISHARES TR5.3K shares0.00%2026-03-312026-04-03 MO ALTRIA GROUP INC5.3K shares14.78%2026-03-312026-04-03 PLD PROLOGIS INC.2.6K shares0.81%2026-03-312026-04-03 EPD ENTERPRISE PRODS PARTNERS L8.9K shares0.00%2026-03-312026-04-03 ETHW BITWISE ETHEREUM ETF22.3K sharesnew addition2026-03-312026-04-03 BITB BITWISE BITCOIN ETF TR9.0K shares3071.48%2026-03-312026-04-03 RPM RPM INTL INC3.3K shares-18.48%2026-03-312026-04-03 AMT AMERICAN TOWER CORP1.9K shares0.05%2026-03-312026-04-03 UNM UNUM GROUP4.5K shares0.00%2026-03-312026-04-03 TIP ISHARES TR3.0K shares5.16%2026-03-312026-04-03 TXN TEXAS INSTRS INC1.7K shares35.06%2026-03-312026-04-03 KKR & CO INC KKR & CO INC3.3K shares-34.82%2026-03-312026-04-03 EQIX EQUINIX INC310 shares-19.06%2026-03-312026-04-03 SO SOUTHERN CO3.1K shares-2.07%2026-03-312026-04-03 VCSH VANGUARD SCOTTSDALE FDS3.6K shares-6.39%2026-03-312026-04-03 VOE VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-03 XLE SELECT SECTOR SPDR TR4.3K shares21.29%2026-03-312026-04-03 PSX PHILLIPS 661.4K shares0.00%2026-03-312026-04-03 KO COCA COLA CO3.4K shares160.50%2026-03-312026-04-03 CFR CULLEN FROST BANKERS INC1.8K shares0.00%2026-03-312026-04-03 XEL XCEL ENERGY INC3.1K shares-51.55%2026-03-312026-04-03 TROW PRICE T ROWE GROUP INC2.7K shares0.00%2026-03-312026-04-03 UPS UNITED PARCEL SVCS INC2.5K shares10.40%2026-03-312026-04-03 CRH PLC CRH PLC2.3K shares-56.60%2026-03-312026-04-03 VRTX VERTEX PHARMACEUTICALS INC537 shares-10.05%2026-03-312026-04-03 ENB ENBRIDGE INC4.4K shares0.00%2026-03-312026-04-03 EXC EXELON CORP4.3K shares5.32%2026-03-312026-04-03 TSLA TESLA INC552 shares-32.60%2026-03-312026-04-03 ORLY OREILLY AUTOMOTIVE INC2.2K shares-16.02%2026-03-312026-04-03 CENCORA INC CENCORA INC630 shares0.00%2026-03-312026-04-03 CATH GLOBAL X FDS2.5K sharesnew addition2026-03-312026-04-03 IRM IRON MTN INC DEL1.9K shares0.00%2026-03-312026-04-03 TSM TAIWAN SEMICONDUCTOR MANUFAC530 shares0.00%2026-03-312026-04-03 O REALTY INCOME CORP2.8K shares0.00%2026-03-312026-04-03 IJS ISHARES TR1.4K shares14.55%2026-03-312026-04-03 PKG PACKAGING CORP AMER777 shares-2.63%2026-03-312026-04-03 COWZ PACER FDS TR2.6K shares95.04%2026-03-312026-04-03 GPN GLOBAL PMTS INC2.4K shares0.00%2026-03-312026-04-03 CHWY CHEWY INC5.8K shares0.00%2026-03-312026-04-03 VRP INVESCO EXCH TRADED FD TR II6.5K shares33.57%2026-03-312026-04-03 IBDR ISHARES TR6.4K shares-13.57%2026-03-312026-04-03 DGRW WISDOMTREE TR1.7K shares0.00%2026-03-312026-04-03 ROK ROCKWELL AUTOMATION INC414 shares0.00%2026-03-312026-04-03 GEV GE VERNOVA INC169 shares0.00%2026-03-312026-04-03 NSC NORFOLK SOUTHN CORP500 shares0.00%2026-03-312026-04-03 PNC PNC FINL SVCS GROUP INC674 shares33.47%2026-03-312026-04-03 NOW SERVICENOW INC1.3K shares-50.00%2026-03-312026-04-03 SCHM SCHWAB STRATEGIC TR4.3K sharesnew addition2026-03-312026-04-03 SLB SLB LIMITED2.6K shares-7.96%2026-03-312026-04-03 MAR MARRIOTT INTL INC NEW400 shares0.00%2026-03-312026-04-03 BSV VANGUARD BD INDEX FDS1.6K shares0.00%2026-03-312026-04-03 CRM SALESFORCE INC656 shares-53.11%2026-03-312026-04-03 SJM SMUCKER J M CO1.3K shares0.00%2026-03-312026-04-03 IBMP ISHARES TR4.7K shares0.00%2026-03-312026-04-03 XLU SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-04-03 MCHP MICROCHIP TECHNOLOGY INC.1.8K shares0.00%2026-03-312026-04-03 WAT WATERS CORP387 sharesnew addition2026-03-312026-04-03 AEP AMERICAN ELEC PWR CO INC846 shares0.00%2026-03-312026-04-03 VXUS VANGUARD STAR FDS1.4K shares20.63%2026-03-312026-04-03 SHYG ISHARES TR2.6K shares0.00%2026-03-312026-04-03 VGT VANGUARD WORLD FD154 shares-26.32%2026-03-312026-04-03 IBDS ISHARES TR4.4K shares0.00%2026-03-312026-04-03 VIG VANGUARD SPECIALIZED FUNDS489 shares0.00%2026-03-312026-04-03 PRU PRUDENTIAL FINL INC1.0K shares0.00%2026-03-312026-04-03 JPC NUVEEN PFD & INCOME OPPORTUN12.1K shares0.00%2026-03-312026-04-03 DLR DIGITAL RLTY TR INC500 shares0.00%2026-03-312026-04-03 PFE PFIZER INC3.2K shares0.00%2026-03-312026-04-03 BN BROOKFIELD CORP2.1K shares0.00%2026-03-312026-04-03 NZF NUVEEN MUN CR INCOME FD7.0K shares0.00%2026-03-312026-04-03 IBIT ISHARES BITCOIN TRUST ETF2.2K shares1.43%2026-03-312026-04-03 EPS WISDOMTREE TR1.2K shares0.00%2026-03-312026-04-03 TRV TRAVELERS COMPANIES INC285 shares0.00%2026-03-312026-04-03 XLK SELECT SECTOR SPDR TR610 shares0.00%2026-03-312026-04-03 UHT UNIVERSAL HEALTH RLTY INCOME2.0K shares0.00%2026-03-312026-04-03 FLOT ISHARES TR1.6K shares-55.76%2026-03-312026-04-03 GPC GENUINE PARTS CO750 shares0.00%2026-03-312026-04-03 DGX QUEST DIAGNOSTICS INC379 shares0.00%2026-03-312026-04-03 VAW VANGUARD WORLD FD325 shares0.00%2026-03-312026-04-03 BP BP PLC1.5K shares0.00%2026-03-312026-04-03 SRE SEMPRA740 shares-95.40%2026-03-312026-04-03 CC CHEMOURS CO3.1K shares0.00%2026-03-312026-04-03 OGS ONE GAS INC800 shares0.00%2026-03-312026-04-03 WTRG ESSENTIAL UTILS INC1.7K shares0.00%2026-03-312026-04-03 VMC VULCAN MATLS CO244 shares0.00%2026-03-312026-04-03 CRWV COREWEAVE INC854 shares0.00%2026-03-312026-04-03 INTU INTUIT153 shares0.00%2026-03-312026-04-03 VTIP VANGUARD MALVERN FDS1.3K shares-10.88%2026-03-312026-04-03 NKE NIKE INC1.2K shares0.00%2026-03-312026-04-03 JEPI J P MORGAN EXCHANGE TRADED F1.2K shares-70.24%2026-03-312026-04-03 IBDT ISHARES TR2.6K shares0.00%2026-03-312026-04-03 RIO RIO TINTO PLC695 shares0.00%2026-03-312026-04-03 BND VANGUARD BD INDEX FDS871 shares-3.01%2026-03-312026-04-03 VDE VANGUARD WORLD FD370 shares0.00%2026-03-312026-04-03 STT STATE STR CORP500 shares0.00%2026-03-312026-04-03 DINO HF SINCLAIR CORP1.0K shares0.00%2026-03-312026-04-03 FLRN SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-03 T AT&T INC2.1K shares248.00%2026-03-312026-04-03 D DOMINION ENERGY INC972 shares0.00%2026-03-312026-04-03 AZO AUTOZONE INC17 shares0.00%2026-03-312026-04-03 DLN WISDOMTREE TR600 shares0.00%2026-03-312026-04-03 VONG VANGUARD SCOTTSDALE FDS475 shares0.00%2026-03-312026-04-03 DOV DOVER CORP243 shares-5.81%2026-03-312026-04-03 XLV SELECT SECTOR SPDR TR345 shares0.00%2026-03-312026-04-03 ETR ENTERGY CORP NEW450 shares-0.88%2026-03-312026-04-03 STAG STAG INDUSTRIAL INC1.4K shares0.00%2026-03-312026-04-03 IBMO ISHARES TR1.9K shares0.00%2026-03-312026-04-03 CACI CACI INTL INC90 shares0.00%2026-03-312026-04-03 CNQ CANADIAN NAT RES LTD MED TER1.0K shares0.00%2026-03-312026-04-03 BA BOEING CO240 shares1.27%2026-03-312026-04-03 VOT VANGUARD INDEX FDS183 sharesnew addition2026-03-312026-04-03 BF.B BROWN FORMAN CORP1.8K shares0.00%2026-03-312026-04-03 ROST ROSS STORES INC210 shares-51.72%2026-03-312026-04-03 DTE DTE ENERGY CO300 shares0.00%2026-03-312026-04-03 GM GENERAL MTRS CO585 shares-86.24%2026-03-312026-04-03 DRI DARDEN RESTAURANTS INC220 shares0.00%2026-03-312026-04-03 WRB BERKLEY W R CORP622 shares0.00%2026-03-312026-04-03 LEN LENNAR CORP469 shares-48.52%2026-03-312026-04-03 WDC WESTERN DIGITAL CORP150 shares0.00%2026-03-312026-04-03 VWOB VANGUARD WHITEHALL FDS614 shares0.00%2026-03-312026-04-03 EFV ISHARES TR540 sharesnew addition2026-03-312026-04-03 HII HUNTINGTON INGALLS INDS INC100 sharesnew addition2026-03-312026-04-03 INTC INTEL CORP825 shares560.00%2026-03-312026-04-03 BBH VANECK ETF TRUST190 shares0.00%2026-03-312026-04-03 IBDU ISHARES TR1.5K shares0.00%2026-03-312026-04-03 OXY OCCIDENTAL PETE CORP528 shares164.00%2026-03-312026-04-03 CALF PACER FDS TR725 shares0.00%2026-03-312026-04-03 EFG ISHARES TR282 sharesnew addition2026-03-312026-04-03 BIV VANGUARD BD INDEX FDS405 shares0.00%2026-03-312026-04-03 BSX BOSTON SCIENTIFIC CORP497 sharesnew addition2026-03-312026-04-03 DOW DOW HLDGS INC738 shares-25.30%2026-03-312026-04-03 CNI CANADIAN NATL RY CO290 shares0.00%2026-03-312026-04-03 HIMS HIMS & HERS HEALTH INC1.4K sharesnew addition2026-03-312026-04-03 IBDV ISHARES TR1.3K shares0.00%2026-03-312026-04-03 CARR CARRIER GLOBAL CORPORATION460 shares0.00%2026-03-312026-04-03 TGT TARGET CORP211 shares-64.89%2026-03-312026-04-03 IEF ISHARES TR265 shares0.00%2026-03-312026-04-03 HOLX HOLOGIC INC325 shares-18.75%2026-03-312026-04-03 IBKR INTERACTIVE BROKERS GROUP IN340 shares0.00%2026-03-312026-04-03 TER TERADYNE INC75 shares0.00%2026-03-312026-04-03 TM TOYOTA MOTOR CORP107 shares-17.05%2026-03-312026-04-03 CVS CVS HEALTH CORP300 sharesnew addition2026-03-312026-04-03 IJT ISHARES TR144 sharesnew addition2026-03-312026-04-03 MUSA MURPHY USA INC42 shares0.00%2026-03-312026-04-03 DTM DT MIDSTREAM INC150 shares0.00%2026-03-312026-04-03 CTVA CORTEVA INC235 shares0.00%2026-03-312026-04-03 EBC EASTERN BANKSHARES INC1.0K shares0.00%2026-03-312026-04-03 DVA DAVITA INC125 shares0.00%2026-03-312026-04-03 JBHT HUNT J B TRANS SVCS INC90 shares0.00%2026-03-312026-04-03 TLT ISHARES TR207 shares0.00%2026-03-312026-04-03 GNTX GENTEX CORP820 shares0.00%2026-03-312026-04-03 ZTS ZOETIS INC138 shares-81.33%2026-03-312026-04-03 CCJ CAMECO CORP150 shares0.00%2026-03-312026-04-03 WH WYNDHAM HOTELS & RESORTS INC200 shares22.70%2026-03-312026-04-03 LH LABCORP HOLDINGS INC60 shares0.00%2026-03-312026-04-03 RMD RESMED INC68 shares0.00%2026-03-312026-04-03 IVE ISHARES TR70 shares0.00%2026-03-312026-04-03 BBT BEACON FINANCIAL CORP.491 shares0.00%2026-03-312026-04-03 XBI SPDR SERIES TRUST110 shares57.14%2026-03-312026-04-03 DHI D R HORTON INC102 shares0.00%2026-03-312026-04-03 ISRG INTUITIVE SURGICAL INC30 shares0.00%2026-03-312026-04-03 SCHD SCHWAB STRATEGIC TR450 shares0.00%2026-03-312026-04-03 TFC TRUIST FINL CORP300 shares0.00%2026-03-312026-04-03 USB US BANCORP265 shares0.00%2026-03-312026-04-03 JHML JOHN HANCOCK EXCHANGE TRADED175 shares0.00%2026-03-312026-04-03 HYS PIMCO ETF TR146 shares0.00%2026-03-312026-04-03 BNS BANK NOVA SCOTIA B C195 shares0.00%2026-03-312026-04-03 VNQ VANGUARD INDEX FDS150 shares0.00%2026-03-312026-04-03 ECL ECOLAB INC50 shares0.00%2026-03-312026-04-03 EPP ISHARES INC250 sharesnew addition2026-03-312026-04-03 DIS DISNEY WALT CO136 sharesnew addition2026-03-312026-04-03 SPGI S&P GLOBAL INC30 shares0.00%2026-03-312026-04-03 AN AUTONATION INC65 shares0.00%2026-03-312026-04-03 WY WEYERHAEUSER CO490 shares22.81%2026-03-312026-04-03 SKYY FIRST TR EXCHANGE-TRADED FD107 shares0.00%2026-03-312026-04-03 SUN SUNOCO LP/SUNOCO FIN CORP180 shares0.00%2026-03-312026-04-03 OTIS OTIS WORLDWIDE CORP142 shares57.78%2026-03-312026-04-03 CIBR FIRST TR EXCHANGE-TRADED FD168 shares0.00%2026-03-312026-04-03 HSY HERSHEY CO50 shares0.00%2026-03-312026-04-03 CLX CLOROX CO DEL100 shares0.00%2026-03-312026-04-03 VRT VERTIV HOLDINGS CO40 sharesnew addition2026-03-312026-04-03 IGV ISHARES TR125 shares0.00%2026-03-312026-04-03 AON PLC AON PLC30 shares0.00%2026-03-312026-04-03 MDLZ MONDELEZ INTL INC167 shares67.00%2026-03-312026-04-03 PWR QUANTA SVCS INC17 sharesnew addition2026-03-312026-04-03 CAH CARDINAL HEALTH INC44 shares0.00%2026-03-312026-04-03 ASML ASML HLDG NV7 sharesnew addition2026-03-312026-04-03 TKR TIMKEN CO88 shares0.00%2026-03-312026-04-03 REMX VANECK ETF TRUST100 shares0.00%2026-03-312026-04-03 TXT TEXTRON INC100 shares0.00%2026-03-312026-04-03 KMI KINDER MORGAN INC DEL232 shares0.87%2026-03-312026-04-03 GIS GENERAL MILLS INC200 shares-91.45%2026-03-312026-04-03 ADSK AUTODESK INC29 shares16.00%2026-03-312026-04-03 RSG REPUBLIC SVCS INC26 shares0.00%2026-03-312026-04-03 DXCM DEXCOM INC80 shares0.00%2026-03-312026-04-03 PYPL PAYPAL HLDGS INC100 sharesnew addition2026-03-312026-04-03 VT VANGUARD INTL EQUITY INDEX F30 shares0.00%2026-03-312026-04-03 FCX FREEPORT MCMORAN INC69 sharesnew addition2026-03-312026-04-03 PFF ISHARES TR125 shares-76.19%2026-03-312026-04-03 KHC KRAFT HEINZ CO163 sharesnew addition2026-03-312026-04-03 ITT INC ITT INC18 shares0.00%2026-03-312026-04-03 INCY INCYTE CORP35 shares0.00%2026-03-312026-04-03 MMM 3M CO22 shares-78.00%2026-03-312026-04-03 COF CAPITAL ONE FINL CORP14 sharesnew addition2026-03-312026-04-03 HLT HILTON WORLDWIDE HLDGS INC7 sharesnew addition2026-03-312026-04-03 ALV AUTOLIV INC19 shares0.00%2026-03-312026-04-03 LNG CHENIERE ENERGY INC7 sharesnew addition2026-03-312026-04-03 ALC ALCON AG25 shares0.00%2026-03-312026-04-03 VST VISTRA CORP12 sharesnew addition2026-03-312026-04-03 USHY ISHARES TR48 shares0.00%2026-03-312026-04-03 RIVN RIVIAN AUTOMOTIVE INC100 shares0.00%2026-03-312026-04-03 SNY SANOFI SA30 shares0.00%2026-03-312026-04-03 VLTO VERALTO CORP16 shares0.00%2026-03-312026-04-03 GILD GILEAD SCIENCES INC10 shares0.00%2026-03-312026-04-03 FTV FORTIVE CORP25 shares0.00%2026-03-312026-04-03 GBTC GRAYSCALE BITCOIN TRUST ETF22 shares0.00%2026-03-312026-04-03 UGI UGI CORP NEW30 shares0.00%2026-03-312026-04-03 MOAT VANECK ETF TRUST6 shares-95.65%2026-03-312026-04-03 WHR WHIRLPOOL CORP9 shares0.00%2026-03-312026-04-03 AXON AXON ENTERPRISE INC1 sharesnew addition2026-03-312026-04-03 RAL RALLIANT CORP8 shares0.00%2026-03-312026-04-03 BAX BAXTER INTL INC15 shares0.00%2026-03-312026-04-03 AWK AMERICAN WTR WKS CO INC NEW1 sharesnew addition2026-03-312026-04-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available