Sponsored
The Analysis of Colonial Trust Advisors's Holdings & P&L
Currently, Colonial Trust Advisors holds 726 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in AGG (+21.8K shares, valued at $2.2M), IQLT (+38.4K shares, valued at $1.8M), IGV (+15.3K shares, valued at $1.2M); decreased their positions in AAPL (-38.6K shares, valued at $9.8M), NOW (-12.0K shares, valued at $1.3M), N/A (-3.4K shares, valued at $976.8K); initiated new positions in STEW (+5.3K shares, valued at $90.4K), SMH (+100 shares, valued at $38.3K), WAT (+92 shares, valued at $27.4K).
1M P&L
+38.3M+3.18%
3M P&L
+44.4M+3.70%
HY P&L
+77.5M+6.65%
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/A264.8M
23.1%
2Software - Infrastructure90.5M
7.9%
3Consumer Electronics78.4M
6.8%
Top Industries by Stock Count
1N/A205 stocks
31.4%
2Software - Application18 stocks
2.8%
3Utilities - Regulated Electric14 stocks
2.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
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BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW25.0K shares1.03%2026-03-312026-05-12
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Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A39.2K shares-4.96%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS99.4K shares1.82%2026-03-312026-05-12
Sponsored
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FIRST CTZNS BANCSHARES INC N C CL A FIRST CTZNS BANCSHARES INC N C CL A200 shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF7.2K shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VIPER ENERGY PARTNERS LP COM UNT RP INT VIPER ENERGY PARTNERS LP COM UNT RP INT1.8K shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
GLAXOSMITHKLINE PLC SPONSORED ADR GLAXOSMITHKLINE PLC SPONSORED ADR1.2K shares9.48%2026-03-312026-05-12
Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK505 shares39.89%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
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Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A350 sharesnew addition2026-03-312026-05-12
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF432 shares0.00%2026-03-312026-05-12
Sponsored
AAPL
-11.10%APPLE INC COM
Shares308.8K
Event2026-03-31
Filed2026-05-12
MSFT
0.16%MICROSOFT CORP COM
Shares150.8K
Event2026-03-31
Filed2026-05-12
IVV
1.60%ISHARES CORE S&P 500 ETF
Shares85.3K
Event2026-03-31
Filed2026-05-12
NVDA
1.22%NVIDIA CORPORATION COM
Shares233.1K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CAP STK CL A
-2.48%ALPHABET INC CAP STK CL A
Shares133.6K
Event2026-03-31
Filed2026-05-12
JNJ
-0.74%JOHNSON & JOHNSON COM
Shares135.4K
Event2026-03-31
Filed2026-05-12
LLY
-1.89%LILLY ELI & CO COM
Shares36.0K
Event2026-03-31
Filed2026-05-12
JPM
-1.00%JPMORGAN CHASE & CO COM
Shares110.2K
Event2026-03-31
Filed2026-05-12
AMZN
-0.13%AMAZON COM INC COM
Shares145.0K
Event2026-03-31
Filed2026-05-12
V
-3.02%VISA INC COM CL A
Shares77.6K
Event2026-03-31
Filed2026-05-12
COST
-3.22%COSTCO WHSL CORP NEW COM
Shares23.2K
Event2026-03-31
Filed2026-05-12
GS
-3.73%GOLDMAN SACHS GROUP INC COM
Shares25.4K
Event2026-03-31
Filed2026-05-12
WMT
-2.49%WALMART INC COM
Shares171.9K
Event2026-03-31
Filed2026-05-12
DGRO
5.68%ISHARES CORE DIVIDEND GROWTH ETF
Shares299.1K
Event2026-03-31
Filed2026-05-12
AGG
12.70%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares193.9K
Event2026-03-31
Filed2026-05-12
AMAT
-1.71%APPLIED MATLS INC COM
Shares53.6K
Event2026-03-31
Filed2026-05-12
PANW
3.52%PALO ALTO NETWORKS INC COM
Shares113.7K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW COM NEW
-1.50%DUKE ENERGY CORP NEW COM NEW
Shares135.0K
Event2026-03-31
Filed2026-05-12
HD
-3.98%HOME DEPOT INC COM
Shares51.1K
Event2026-03-31
Filed2026-05-12
PG
-1.70%PROCTER AND GAMBLE CO COM
Shares113.9K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC SHS
0.27%EATON CORP PLC SHS
Shares45.1K
Event2026-03-31
Filed2026-05-12
SLQD
6.94%ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares313.2K
Event2026-03-31
Filed2026-05-12
UNP
-2.10%UNION PAC CORP COM
Shares64.1K
Event2026-03-31
Filed2026-05-12
APD
-3.75%AIR PRODS & CHEMS INC COM
Shares52.3K
Event2026-03-31
Filed2026-05-12
IJH
-2.50%ISHARES S&P MIDCAP FUND
Shares219.2K
Event2026-03-31
Filed2026-05-12
FLOT
6.69%ISHARES FLOATING RATE BOND ETF
Shares283.7K
Event2026-03-31
Filed2026-05-12
CVX
-1.28%CHEVRON CORP NEW COM
Shares67.3K
Event2026-03-31
Filed2026-05-12
WM
0.75%WASTE MGMT INC DEL COM
Shares60.5K
Event2026-03-31
Filed2026-05-12
ORCL
0.88%ORACLE CORP COM
Shares94.4K
Event2026-03-31
Filed2026-05-12
KO
-2.69%COCA COLA CO COM
Shares179.6K
Event2026-03-31
Filed2026-05-12
IQLT
15.05%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares293.3K
Event2026-03-31
Filed2026-05-12
TJX
-1.50%TJX COS INC NEW COM
Shares81.6K
Event2026-03-31
Filed2026-05-12
META
1.33%META PLATFORMS INC CL A
Shares22.5K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL CL B NEW
1.03%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares25.0K
Event2026-03-31
Filed2026-05-12
TSM
6.47%TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
Shares34.1K
Event2026-03-31
Filed2026-05-12
CAT
-2.89%CATERPILLAR INC COM
Shares15.8K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CAP STK CL C
-7.32%ALPHABET INC CAP STK CL C
Shares38.5K
Event2026-03-31
Filed2026-05-12
BLACKSTONE GROUP INC COM
2.87%BLACKSTONE GROUP INC COM
Shares94.7K
Event2026-03-31
Filed2026-05-12
PEP
-6.45%PEPSICO INC COM
Shares69.5K
Event2026-03-31
Filed2026-05-12
TT
-3.80%TRANE TECHNOLOGIES PLC SHS
Shares24.2K
Event2026-03-31
Filed2026-05-12
SYK
0.23%STRYKER CORPORATION COM
Shares30.3K
Event2026-03-31
Filed2026-05-12
DE
-7.88%DEERE & CO COM
Shares16.9K
Event2026-03-31
Filed2026-05-12
CTAS
-0.02%CINTAS CORP COM
Shares54.6K
Event2026-03-31
Filed2026-05-12
LMT
-2.69%LOCKHEED MARTIN CORP COM
Shares14.6K
Event2026-03-31
Filed2026-05-12
GLD
-0.40%SPDR GOLD SHARES
Shares20.4K
Event2026-03-31
Filed2026-05-12
CSCO
-0.01%CISCO SYS INC COM
Shares112.4K
Event2026-03-31
Filed2026-05-12
NFLX
7.84%NETFLIX INC COM
Shares90.0K
Event2026-03-31
Filed2026-05-12
NEE
3.00%NEXTERA ENERGY INC COM
Shares91.4K
Event2026-03-31
Filed2026-05-12
SCHW
0.16%SCHWAB CHARLES CORP COM
Shares90.0K
Event2026-03-31
Filed2026-05-12
ASML
8.86%ASML HOLDING N V N Y REGISTRY SHS
Shares6.2K
Event2026-03-31
Filed2026-05-12
BSCR
7.55%INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
Shares416.1K
Event2026-03-31
Filed2026-05-12
BSCS
9.21%INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
Shares396.4K
Event2026-03-31
Filed2026-05-12
EMXC
13.43%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares99.2K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND SHS CLASS A
-4.96%ACCENTURE PLC IRELAND SHS CLASS A
Shares39.2K
Event2026-03-31
Filed2026-05-12
STERIS PLC SHS USD
-0.05%STERIS PLC SHS USD
Shares35.1K
Event2026-03-31
Filed2026-05-12
UNH
-5.82%UNITEDHEALTH GROUP INC COM
Shares28.6K
Event2026-03-31
Filed2026-05-12
BSCT
10.06%INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
Shares411.7K
Event2026-03-31
Filed2026-05-12
DIS
-2.83%WALT DISNEY CO
Shares78.9K
Event2026-03-31
Filed2026-05-12
CME
-1.59%CME GROUP INC COM
Shares24.1K
Event2026-03-31
Filed2026-05-12
ECL
1.34%ECOLAB INC COM
Shares26.2K
Event2026-03-31
Filed2026-05-12
VIK
-0.53%VIKING HOLDINGS LTD ORD SHS
Shares92.1K
Event2026-03-31
Filed2026-05-12
BKNG
2.45%BOOKING HOLDINGS INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
TXN
-1.97%TEXAS INSTRS INC COM
Shares33.2K
Event2026-03-31
Filed2026-05-12
BSCQ
1.76%INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
Shares327.9K
Event2026-03-31
Filed2026-05-12
BSCU
12.39%INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
Shares363.1K
Event2026-03-31
Filed2026-05-12
CCJ
-2.25%CAMECO CORP COM
Shares55.8K
Event2026-03-31
Filed2026-05-12
PSX
-2.22%PHILLIPS 66 COM
Shares32.5K
Event2026-03-31
Filed2026-05-12
IJR
11.03%ISHARES S&P SMALL-CAP FUND
Shares45.1K
Event2026-03-31
Filed2026-05-12
IBB
-4.31%ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
Shares31.9K
Event2026-03-31
Filed2026-05-12
USMV
-1.95%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares58.0K
Event2026-03-31
Filed2026-05-12
EW
-0.51%EDWARDS LIFESCIENCES CORP COM
Shares66.8K
Event2026-03-31
Filed2026-05-12
NKE
-3.83%NIKE INC CL B
Shares99.3K
Event2026-03-31
Filed2026-05-12
JPST
-0.38%JPMORGAN ULTRA-SHORT INCOME ETF
Shares99.8K
Event2026-03-31
Filed2026-05-12
TFC
-13.84%TRUIST FINL CORP COM
Shares102.1K
Event2026-03-31
Filed2026-05-12
MCD
-0.32%MCDONALDS CORP COM
Shares15.0K
Event2026-03-31
Filed2026-05-12
SPGI
-3.66%S&P GLOBAL INC COM
Shares10.5K
Event2026-03-31
Filed2026-05-12
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
1.82%BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
Shares99.4K
Event2026-03-31
Filed2026-05-12
PSA
-0.65%PUBLIC STORAGE OPER CO COM
Shares15.2K
Event2026-03-31
Filed2026-05-12
BSCV
20.09%INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
Shares246.6K
Event2026-03-31
Filed2026-05-12
UBER
2.95%UBER TECHNOLOGIES INC COM
Shares55.5K
Event2026-03-31
Filed2026-05-12
EOG
-1.44%EOG RES INC COM
Shares26.7K
Event2026-03-31
Filed2026-05-12
IEFA
1.83%ISHARES CORE MSCI EAFE ETF
Shares40.3K
Event2026-03-31
Filed2026-05-12
BROADCOM INC COM
-3.39%BROADCOM INC COM
Shares10.2K
Event2026-03-31
Filed2026-05-12
SPY
0.02%SPDR S&P 500 ETF
Shares4.7K
Event2026-03-31
Filed2026-05-12
DGX
-1.38%QUEST DIAGNOSTICS INC COM
Shares15.5K
Event2026-03-31
Filed2026-05-12
XOM
-11.94%EXXON MOBIL CORP COM
Shares17.8K
Event2026-03-31
Filed2026-05-12
YUM
-2.78%YUM BRANDS INC COM
Shares19.2K
Event2026-03-31
Filed2026-05-12
RTX
-4.74%RTX CORPORATION COM
Shares15.2K
Event2026-03-31
Filed2026-05-12
WMB
8.33%WILLIAMS COS INC COM
Shares38.6K
Event2026-03-31
Filed2026-05-12
FDX
-13.84%FEDEX CORP COM
Shares7.7K
Event2026-03-31
Filed2026-05-12
CLH
-0.65%CLEAN HARBORS INC COM
Shares9.1K
Event2026-03-31
Filed2026-05-12
CET
0.00%CENTRAL SECS CORP COM
Shares50.5K
Event2026-03-31
Filed2026-05-12
O
-0.32%REALTY INCOME CORP COM
Shares40.5K
Event2026-03-31
Filed2026-05-12
AS
23.36%AMER SPORTS INC COM SHS
Shares68.5K
Event2026-03-31
Filed2026-05-12
ZTS
-8.47%ZOETIS INC CL A
Shares16.7K
Event2026-03-31
Filed2026-05-12
NOW
-39.34%SERVICENOW INC COM
Shares18.6K
Event2026-03-31
Filed2026-05-12
NSC
-8.61%NORFOLK SOUTHN CORP COM
Shares6.6K
Event2026-03-31
Filed2026-05-12
BAC
0.13%BK OF AMERICA CORP COM
Shares38.9K
Event2026-03-31
Filed2026-05-12
JBL
-1.61%JABIL INC COM
Shares7.1K
Event2026-03-31
Filed2026-05-12
PLTR
0.00%PALANTIR TECHNOLOGIES INC CL A
Shares12.7K
Event2026-03-31
Filed2026-05-12
SRE
-7.05%SEMPRA ENERGY COM
Shares17.7K
Event2026-03-31
Filed2026-05-12
VZ
-15.18%VERIZON COMMUNICATIONS INC COM
Shares34.2K
Event2026-03-31
Filed2026-05-12
CIGNA CORP NEW COM
-0.23%CIGNA CORP NEW COM
Shares6.1K
Event2026-03-31
Filed2026-05-12
LMAT
0.00%LEMAITRE VASCULAR INC COM
Shares14.4K
Event2026-03-31
Filed2026-05-12
IGV
416.98%ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares19.0K
Event2026-03-31
Filed2026-05-12
BSCW
22.72%INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
Shares72.4K
Event2026-03-31
Filed2026-05-12
HSY
-8.97%HERSHEY CO COM
Shares7.0K
Event2026-03-31
Filed2026-05-12
GENERAL ELECTRIC CO COM
-0.18%GENERAL ELECTRIC CO COM
Shares5.1K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC COM
-20.65%BLACKROCK INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares2.1K
Event2026-03-31
Filed2026-05-12
APH
0.00%AMPHENOL CORP CL A
Shares9.9K
Event2026-03-31
Filed2026-05-12
VTI
-2.36%VANGUARD TOTAL STOCK MARKET INDEX FUND
Shares3.9K
Event2026-03-31
Filed2026-05-12
PRK
176.71%PARK NATL CORP COM
Shares7.6K
Event2026-03-31
Filed2026-05-12
IWB
0.00%ISHARES RUSSELL 1000 ETF
Shares3.4K
Event2026-03-31
Filed2026-05-12
WPC
-0.15%WP CAREY INC COM
Shares17.6K
Event2026-03-31
Filed2026-05-12
VOT
-0.54%VANGUARD MID-CAP GROWTH INDEX FUND
Shares4.6K
Event2026-03-31
Filed2026-05-12
GEV
0.89%GE VERNOVA INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
AMGN
0.00%AMGEN INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-12
MERCK & CO. INC COM
5.55%MERCK & CO. INC COM
Shares9.3K
Event2026-03-31
Filed2026-05-12
SHW
-0.30%SHERWIN WILLIAMS CO COM
Shares3.3K
Event2026-03-31
Filed2026-05-12
ENB
5.87%ENBRIDGE INC COM
Shares18.8K
Event2026-03-31
Filed2026-05-12
RCL
0.00%ROYAL CARIBBEAN GROUP COM
Shares3.7K
Event2026-03-31
Filed2026-05-12
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares3.8K
Event2026-03-31
Filed2026-05-12
PNC
0.00%PNC FINL SVCS GROUP INC COM
Shares4.5K
Event2026-03-31
Filed2026-05-12
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares2.1K
Event2026-03-31
Filed2026-05-12
RF
0.00%REGIONS FINANCIAL CORP NEW COM
Shares33.9K
Event2026-03-31
Filed2026-05-12
ADP
0.00%AUTOMATIC DATA PROCESSING INC COM
Shares4.2K
Event2026-03-31
Filed2026-05-12
RY
5.69%ROYAL BK CDA COM
Shares5.0K
Event2026-03-31
Filed2026-05-12
CSL
-4.02%CARLISLE COS INC COM
Shares2.3K
Event2026-03-31
Filed2026-05-12
MLM
-6.84%MARTIN MARIETTA MATLS INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
TSCO
-5.30%TRACTOR SUPPLY CO COM
Shares16.9K
Event2026-03-31
Filed2026-05-12
UPS
-7.31%UNITED PARCEL SERVICE INC CL B
Shares7.1K
Event2026-03-31
Filed2026-05-12
VUG
0.00%VANGUARD GROWTH INDEX FUND
Shares1.6K
Event2026-03-31
Filed2026-05-12
KMB
-11.41%KIMBERLY-CLARK CORP COM
Shares7.0K
Event2026-03-31
Filed2026-05-12
SO
-1.58%SOUTHERN CO COM
Shares6.4K
Event2026-03-31
Filed2026-05-12
ABBV
-3.67%ABBVIE INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-12
PKG
-4.43%PACKAGING CORP AMER COM
Shares2.7K
Event2026-03-31
Filed2026-05-12
VXUS
0.00%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares7.2K
Event2026-03-31
Filed2026-05-12
FBNC
13.06%FIRST BANCORP N C COM
Shares9.8K
Event2026-03-31
Filed2026-05-12
IWF
-1.67%ISHARES RUSSELL 1000 GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-05-12
SUB
0.00%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares5.0K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC COM SHS
0.65%ARISTA NETWORKS INC COM SHS
Shares4.3K
Event2026-03-31
Filed2026-05-12
LOW
-40.41%LOWES COS INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-12
IWR
0.00%ISHARES RUSSELL MID-CAP ETF
Shares5.2K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TRUST
-4.90%INVESCO QQQ TRUST
Shares873
Event2026-03-31
Filed2026-05-12
IFF
-20.15%INTERNATIONAL FLAVORS&FRAGRANC COM
Shares6.9K
Event2026-03-31
Filed2026-05-12
MMM
-0.27%3M CO COM
Shares3.3K
Event2026-03-31
Filed2026-05-12
CL
0.00%COLGATE PALMOLIVE CO COM
Shares5.5K
Event2026-03-31
Filed2026-05-12
AJG
0.00%GALLAGHER ARTHUR J & CO COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
MA
-18.37%MASTERCARD INCORPORATED CL A
Shares831
Event2026-03-31
Filed2026-05-12
CMI
0.00%CUMMINS INC COM
Shares770
Event2026-03-31
Filed2026-05-12
DELL
1.62%DELL TECHNOLOGIES INC CL C
Shares2.5K
Event2026-03-31
Filed2026-05-12
SOUTH ST CORP COM
-23.58%SOUTH ST CORP COM
Shares4.2K
Event2026-03-31
Filed2026-05-12
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-12
FIRST CTZNS BANCSHARES INC N C CL A
0.00%FIRST CTZNS BANCSHARES INC N C CL A
Shares200
Event2026-03-31
Filed2026-05-12
FNDE
0.00%SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
Shares9.8K
Event2026-03-31
Filed2026-05-12
WELL
35.92%WELLTOWER INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-12
KVUE
-63.85%KENVUE INC COM
Shares21.5K
Event2026-03-31
Filed2026-05-12
SFST
38.11%SOUTHERN FIRST BANCSHARES COM
Shares6.6K
Event2026-03-31
Filed2026-05-12
ADI
0.00%ANALOG DEVICES INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
IVW
0.00%ISHARES S&P 500 GROWTH ETF
Shares3.1K
Event2026-03-31
Filed2026-05-12
ABT
-42.79%ABBOTT LABS COM
Shares3.4K
Event2026-03-31
Filed2026-05-12
IBM
8.50%INTERNATIONAL BUSINESS MACHS COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
AXP
0.00%AMERICAN EXPRESS CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
CMCSA
-47.18%COMCAST CORP NEW CL A
Shares11.7K
Event2026-03-31
Filed2026-05-12
HON
-3.42%HONEYWELL INTL INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
T
7.31%AT&T INC COM
Shares11.4K
Event2026-03-31
Filed2026-05-12
INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF
0.00%INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF
Shares7.2K
Event2026-03-31
Filed2026-05-12
FAST
-0.54%FASTENAL CO COM
Shares7.0K
Event2026-03-31
Filed2026-05-12
DVY
5.03%ISHARES SELECT DIVIDEND ETF
Shares2.1K
Event2026-03-31
Filed2026-05-12
ISTB
2.47%ISHARES CORE 1-5 YEAR USD BOND ETF
Shares6.6K
Event2026-03-31
Filed2026-05-12
PROSHARES ULTRASHORT S&P 500
203.64%PROSHARES ULTRASHORT S&P 500
Shares4.2K
Event2026-03-31
Filed2026-05-12
TSLA
2.56%TESLA INC COM
Shares841
Event2026-03-31
Filed2026-05-12
XLK
-4.10%TECHNOLOGY SELECT SECTOR SPDR FUND
Shares2.3K
Event2026-03-31
Filed2026-05-12
SCHM
0.00%SCHWAB U.S. MID-CAP ETF
Shares9.9K
Event2026-03-31
Filed2026-05-12
PM
18.04%PHILIP MORRIS INTL INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
WFC
4.15%WELLS FARGO CO NEW COM
Shares3.7K
Event2026-03-31
Filed2026-05-12
QUAL
0.00%ISHARES MSCI USA QUALITY FACTOR ETF
Shares1.5K
Event2026-03-31
Filed2026-05-12
CAH
0.00%CARDINAL HEALTH INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
DEO
-29.42%DIAGEO PLC SPON ADR NEW
Shares3.8K
Event2026-03-31
Filed2026-05-12
VLO
769.23%VALERO ENERGY CORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
CRWV
1.44%COREWEAVE INC COM CL A
Shares3.5K
Event2026-03-31
Filed2026-05-12
VXF
0.00%VANGUARD EXTENDED MARKET ETF
Shares1.3K
Event2026-03-31
Filed2026-05-12
ITOT
0.00%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares1.8K
Event2026-03-31
Filed2026-05-12
ISHARES COMEX GOLD TRUST
-12.67%ISHARES COMEX GOLD TRUST
Shares2.8K
Event2026-03-31
Filed2026-05-12
SMLF
-0.47%ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF
Shares3.2K
Event2026-03-31
Filed2026-05-12
VRT
7.99%VERTIV HOLDINGS CO COM CL A
Shares919
Event2026-03-31
Filed2026-05-12
PH
0.00%PARKER-HANNIFIN CORP COM
Shares257
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP COM
0.00%LAM RESEARCH CORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
D
-2.65%DOMINION ENERGY INC COM
Shares3.7K
Event2026-03-31
Filed2026-05-12
VEU
-40.27%VANGUARD FTSE ALL-WORLD EX US INDEX FUND
Shares3.0K
Event2026-03-31
Filed2026-05-12
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares1.4K
Event2026-03-31
Filed2026-05-12
ONEQ
0.00%FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND
Shares2.6K
Event2026-03-31
Filed2026-05-12
CASY
-14.37%CASEYS GEN STORES INC COM
Shares298
Event2026-03-31
Filed2026-05-12
GDX
-24.88%VANECK VECTORS GOLD MINERS ETF
Shares2.3K
Event2026-03-31
Filed2026-05-12
SLV
-1.61%ISHARES SILVER TRUST
Shares3.0K
Event2026-03-31
Filed2026-05-12
HEFA
0.00%ISHARES CURRENCY HEDGED MSCI EAFE ETF
Shares4.8K
Event2026-03-31
Filed2026-05-12
LRGF
0.00%ISHARES MSCI USA MULTIFACTOR ETF
Shares3.1K
Event2026-03-31
Filed2026-05-12
CARR
-18.28%CARRIER GLOBAL CORPORATION COM
Shares3.6K
Event2026-03-31
Filed2026-05-12
CHKP
-7.46%CHECK POINT SOFTWARE TECH LTD ORD
Shares1.4K
Event2026-03-31
Filed2026-05-12
AMD
8.96%ADVANCED MICRO DEVICES INC COM
Shares936
Event2026-03-31
Filed2026-05-12
AON PLC SHS CL A
2.09%AON PLC SHS CL A
Shares587
Event2026-03-31
Filed2026-05-12
MPC
0.00%MARATHON PETE CORP COM
Shares770
Event2026-03-31
Filed2026-05-12
BA
4.95%BOEING CO COM
Shares932
Event2026-03-31
Filed2026-05-12
BMY
0.00%BRISTOL-MYERS SQUIBB CO COM
Shares3.1K
Event2026-03-31
Filed2026-05-12
FLS
9.78%FLOWSERVE CORP COM
Shares2.5K
Event2026-03-31
Filed2026-05-12
LINDE PLC SHS
0.00%LINDE PLC SHS
Shares364
Event2026-03-31
Filed2026-05-12
IGSB
41.60%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares3.4K
Event2026-03-31
Filed2026-05-12
PHYS
0.00%SPROTT PHYSICAL GOLD TR UNIT
Shares5.0K
Event2026-03-31
Filed2026-05-12
CVS
391.80%CVS HEALTH CORP COM
Shares2.4K
Event2026-03-31
Filed2026-05-12
AFL
0.00%AFLAC INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
TGT
-0.71%TARGET CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
STRV
0.00%STRIVE 500 ETF
Shares3.9K
Event2026-03-31
Filed2026-05-12
VEA
-1.91%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares2.6K
Event2026-03-31
Filed2026-05-12
CSX
0.00%CSX CORP COM
Shares4.0K
Event2026-03-31
Filed2026-05-12
MKL
0.00%MARKEL CORP COM
Shares85
Event2026-03-31
Filed2026-05-12
TOST
-5.43%TOAST INC CL A
Shares6.1K
Event2026-03-31
Filed2026-05-12
PFE
0.12%PFIZER INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-12
MUB
0.00%ISHARES NATIONAL MUNI BOND ETF
Shares1.5K
Event2026-03-31
Filed2026-05-12
DHR
-22.99%DANAHER CORPORATION COM
Shares834
Event2026-03-31
Filed2026-05-12
FNDF
0.00%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares3.2K
Event2026-03-31
Filed2026-05-12
EFA
0.00%ISHARES MSCI EAFE ETF
Shares1.6K
Event2026-03-31
Filed2026-05-12
FTEC
0.00%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares731
Event2026-03-31
Filed2026-05-12
XLF
0.00%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares3.0K
Event2026-03-31
Filed2026-05-12
NVO
-14.67%NOVO-NORDISK A S ADR
Shares4.1K
Event2026-03-31
Filed2026-05-12
COF
14.45%CAPITAL ONE FINL CORP COM
Shares816
Event2026-03-31
Filed2026-05-12
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares818
Event2026-03-31
Filed2026-05-12
ETR
-3.89%ENTERGY CORP NEW COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
VOE
0.00%VANGUARD MID-CAP VALUE INDEX FUND
Shares781
Event2026-03-31
Filed2026-05-12
XEL
0.00%XCEL ENERGY INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
SHEL
2.22%ROYAL DUTCH SHELL PLC SPONS ADR A
Shares1.5K
Event2026-03-31
Filed2026-05-12
VO
0.00%VANGUARD MID-CAP INDEX FUND
Shares489
Event2026-03-31
Filed2026-05-12
VWO
0.00%VANGUARD FTSE EMERGING MARKETS ETF
Shares2.6K
Event2026-03-31
Filed2026-05-12
CTVA
29.51%CORTEVA INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
EQIX
-3.47%EQUINIX INC COM
Shares139
Event2026-03-31
Filed2026-05-12
YEAR
0.00%AB ULTRA SHORT INCOME ETF
Shares2.7K
Event2026-03-31
Filed2026-05-12
VYMI
0.00%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares1.4K
Event2026-03-31
Filed2026-05-12
OTIS
-2.91%OTIS WORLDWIDE CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
RACE
1296.30%FERRARI N V COM
Shares377
Event2026-03-31
Filed2026-05-12
XLC
-8.10%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
JMST
0.66%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares2.5K
Event2026-03-31
Filed2026-05-12
VMC
0.00%VULCAN MATLS CO COM
Shares450
Event2026-03-31
Filed2026-05-12
NUE
0.00%NUCOR CORP COM
Shares721
Event2026-03-31
Filed2026-05-12
SCHZ
0.00%SCHWAB US AGGREGATE BOND ETF
Shares5.2K
Event2026-03-31
Filed2026-05-12
FREL
0.00%FIDELITY MSCI REAL ESTATE INDEX ETF
Shares4.5K
Event2026-03-31
Filed2026-05-12
EFAV
0.00%ISHARES MSCI EAFE MIN VOL FACTOR ETF
Shares1.3K
Event2026-03-31
Filed2026-05-12
TMO
0.00%THERMO FISHER SCIENTIFIC INC COM
Shares245
Event2026-03-31
Filed2026-05-12
IEV
-19.40%ISHARES EUROPE ETF
Shares1.8K
Event2026-03-31
Filed2026-05-12
ACWV
0.00%ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
Shares1.0K
Event2026-03-31
Filed2026-05-12
LYV
-20.51%LIVE NATION ENTERTAINMENT INC COM
Shares775
Event2026-03-31
Filed2026-05-12
ED
0.00%CONSOLIDATED EDISON INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-12
SJM
-7.21%SMUCKER J M CO COM NEW
Shares1.2K
Event2026-03-31
Filed2026-05-12
COP
-7.09%CONOCOPHILLIPS COM
Shares878
Event2026-03-31
Filed2026-05-12
SKYY
0.00%FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING
Shares1.1K
Event2026-03-31
Filed2026-05-12
TBN
12.50%TAMBORAN RES CORP COM
Shares2.3K
Event2026-03-31
Filed2026-05-12
LDOS
0.28%LEIDOS HOLDINGS INC COM
Shares718
Event2026-03-31
Filed2026-05-12
PIFI
0.76%CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
GPC
0.00%GENUINE PARTS CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
SYFI
0.00%AB SHORT DURATION HIGH YIELD ETF
Shares3.1K
Event2026-03-31
Filed2026-05-12
TDG
0.00%TRANSDIGM GROUP INC COM
Shares95
Event2026-03-31
Filed2026-05-12
BDX
-27.35%BECTON DICKINSON & CO COM
Shares696
Event2026-03-31
Filed2026-05-12
ALERIAN MLP ETF
-29.13%ALERIAN MLP ETF
Shares2.0K
Event2026-03-31
Filed2026-05-12
ISRG
5.43%INTUITIVE SURGICAL INC COM NEW
Shares233
Event2026-03-31
Filed2026-05-12
MFC
0.00%MANULIFE FINL CORP COM
Shares3.1K
Event2026-03-31
Filed2026-05-12
VRTX
36.99%VERTEX PHARMACEUTICALS INC COM
Shares237
Event2026-03-31
Filed2026-05-12
SLB
16.86%SLB LIMITED COM STK
Shares2.0K
Event2026-03-31
Filed2026-05-12
ATO
0.00%ATMOS ENERGY CORP COM
Shares568
Event2026-03-31
Filed2026-05-12
NOBL
0.00%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares975
Event2026-03-31
Filed2026-05-12
IWP
0.00%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares800
Event2026-03-31
Filed2026-05-12
IYR
0.00%ISHARES U.S. REAL ESTATE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
JBHT
-11.01%HUNT J B TRANS SVCS INC COM
Shares477
Event2026-03-31
Filed2026-05-12
BIL
0.00%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
GEHC
1.26%GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
Shares1.4K
Event2026-03-31
Filed2026-05-12
FBIN
-2.23%FORTUNE BRANDS HOME & SEC INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-12
CROWN CASTLE INTL CORP NEW COM
-6.48%CROWN CASTLE INTL CORP NEW COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
SPHQ
0.00%INVESCO S&P 500 QUALITY ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
STEW
NewSRH TOTAL RETURN FUND INC COM
Shares5.3K
Event2026-03-31
Filed2026-05-12
JEPI
1.34%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares1.6K
Event2026-03-31
Filed2026-05-12
AMT
0.00%AMERICAN TOWER CORP COM
Shares520
Event2026-03-31
Filed2026-05-12
LNG
21.15%CHENIERE ENERGY INC COM NEW
Shares315
Event2026-03-31
Filed2026-05-12
AEM
0.00%AGNICO EAGLE MINES LTD COM
Shares431
Event2026-03-31
Filed2026-05-12
SUSA
0.00%ISHARES MSCI USA ESG SELECT ETF
Shares650
Event2026-03-31
Filed2026-05-12
EMR
0.00%EMERSON ELEC CO COM
Shares654
Event2026-03-31
Filed2026-05-12
GBTC
-11.05%GRAYSCALE BITCOIN TR BTC SHS
Shares1.6K
Event2026-03-31
Filed2026-05-12
VIPER ENERGY PARTNERS LP COM UNT RP INT
0.00%VIPER ENERGY PARTNERS LP COM UNT RP INT
Shares1.8K
Event2026-03-31
Filed2026-05-12
IDXX
0.00%IDEXX LABS INC COM
Shares150
Event2026-03-31
Filed2026-05-12
TOTALENERGIES SE ACT
0.00%TOTALENERGIES SE ACT
Shares924
Event2026-03-31
Filed2026-05-12
ROP
0.00%ROPER TECHNOLOGIES INC COM
Shares231
Event2026-03-31
Filed2026-05-12
FEX
0.00%FIRST TRUST LARGE CAP CORE ALPHADEX FUND
Shares670
Event2026-03-31
Filed2026-05-12
OEF
0.00%ISHARES S&P 100 ETF
Shares255
Event2026-03-31
Filed2026-05-12
IDV
0.00%ISHARES INTERNATIONAL SELECT DIVIDEND ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
TPL
-15.15%TEXAS PACIFIC LAND CORPORATION COM
Shares168
Event2026-03-31
Filed2026-05-12
MNST
0.00%MONSTER BEVERAGE CORP NEW COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
VIG
0.00%VANGUARD DIVIDEND APPRECIATION INDEX FUND
Shares363
Event2026-03-31
Filed2026-05-12
FDIS
0.00%FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET
Shares831
Event2026-03-31
Filed2026-05-12
SHOP
25.58%SHOPIFY INC CL A
Shares653
Event2026-03-31
Filed2026-05-12
TMUS
0.00%T-MOBILE US INC COM
Shares367
Event2026-03-31
Filed2026-05-12
J
-3.86%JACOBS ENGR GROUP INC COM
Shares597
Event2026-03-31
Filed2026-05-12
IYF
0.00%ISHARES U.S. FINANCIALS ETF
Shares646
Event2026-03-31
Filed2026-05-12
GPN
0.00%GLOBAL PMTS INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
EXG
0.00%EATON VANCE TAX-MANAGED GLOBAL COM
Shares8.8K
Event2026-03-31
Filed2026-05-12
SON
0.00%SONOCO PRODS CO COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
MTD
0.00%METTLER TOLEDO INTERNATIONAL COM
Shares60
Event2026-03-31
Filed2026-05-12
ET
0.00%ENERGY TRANSFER L P COM UT LTD PTN
Shares3.8K
Event2026-03-31
Filed2026-05-12
SHYG
0.00%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares1.7K
Event2026-03-31
Filed2026-05-12
XLU
-3.09%UTILITIES SELECT SECTOR SPDR FUND
Shares1.6K
Event2026-03-31
Filed2026-05-12
CNI
-17.65%CANADIAN NATL RY CO COM
Shares700
Event2026-03-31
Filed2026-05-12
GLW
-1.87%CORNING INC COM
Shares524
Event2026-03-31
Filed2026-05-12
MET
0.00%METLIFE INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-12
JOF
-31.92%JAPAN SMALLER CAPITALIZATION F COM
Shares6.4K
Event2026-03-31
Filed2026-05-12
CENCORA INC COM
0.00%CENCORA INC COM
Shares218
Event2026-03-31
Filed2026-05-12
STLD
0.27%STEEL DYNAMICS INC COM
Shares376
Event2026-03-31
Filed2026-05-12
SNOW
0.00%SNOWFLAKE INC CL A
Shares445
Event2026-03-31
Filed2026-05-12
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares450
Event2026-03-31
Filed2026-05-12
ABNB
0.00%AIRBNB INC COM CL A
Shares519
Event2026-03-31
Filed2026-05-12
MU
96.91%MICRON TECHNOLOGY INC COM
Shares191
Event2026-03-31
Filed2026-05-12
FSLR
-2.99%FIRST SOLAR INC COM
Shares325
Event2026-03-31
Filed2026-05-12
IJT
0.00%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares443
Event2026-03-31
Filed2026-05-12
GLAXOSMITHKLINE PLC SPONSORED ADR
9.48%GLAXOSMITHKLINE PLC SPONSORED ADR
Shares1.2K
Event2026-03-31
Filed2026-05-12
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares91
Event2026-03-31
Filed2026-05-12
BP
17.32%BP PLC SPONSORED ADR
Shares1.3K
Event2026-03-31
Filed2026-05-12
LHX
22.15%L3HARRIS TECHNOLOGIES INC COM
Shares182
Event2026-03-31
Filed2026-05-12
DNP
-7.72%DNP SELECT INCOME FD INC COM
Shares6.0K
Event2026-03-31
Filed2026-05-12
GIS
-2.94%GENERAL MLS INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
DSI
0.00%ISHARES ESG MSCI KLD 400 ETF
Shares500
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC SHS
11.94%MEDTRONIC PLC SHS
Shares694
Event2026-03-31
Filed2026-05-12
DOW
-10.81%DOW INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
UTG
0.00%REAVES UTIL INCOME FD COM SH BEN INT
Shares1.5K
Event2026-03-31
Filed2026-05-12
VCR
0.61%VANGUARD CONSUMER DISCRETIONARY ETF
Shares164
Event2026-03-31
Filed2026-05-12
EWJ
-17.73%ISHARES MSCI JAPAN ETF
Shares696
Event2026-03-31
Filed2026-05-12
ELV
-25.65%ELEVANCE HEALTH INC
Shares200
Event2026-03-31
Filed2026-05-12
MO
-5.34%ALTRIA GROUP INC COM
Shares886
Event2026-03-31
Filed2026-05-12
GILD
77.12%GILEAD SCIENCES INC COM
Shares418
Event2026-03-31
Filed2026-05-12
QNITY ELECTRONICS INC COMMON STOCK
39.89%QNITY ELECTRONICS INC COMMON STOCK
Shares505
Event2026-03-31
Filed2026-05-12
VV
0.00%VANGUARD LARGE-CAP INDEX FUND
Shares194
Event2026-03-31
Filed2026-05-12
SHY
8.78%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares694
Event2026-03-31
Filed2026-05-12
DUPONT DE NEMOURS INC COM
35.21%DUPONT DE NEMOURS INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-12
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares639
Event2026-03-31
Filed2026-05-12
FAF
0.00%FIRST AMERN FINL CORP COM
Shares936
Event2026-03-31
Filed2026-05-12
IJS
0.00%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares476
Event2026-03-31
Filed2026-05-12
NULG
0.00%NUVEEN ESG LARGE-CAP GROWTH ETF
Shares600
Event2026-03-31
Filed2026-05-12
XLV
-12.05%HEALTH CARE SELECT SECTOR SPDR FUND
Shares365
Event2026-03-31
Filed2026-05-12
UNILEVER PLC SPON ADR NEW
0.00%UNILEVER PLC SPON ADR NEW
Shares933
Event2026-03-31
Filed2026-05-12
TD
-5.03%TORONTO DOMINION BK ONT COM NEW
Shares566
Event2026-03-31
Filed2026-05-12
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
KLAC
0.00%KLA CORP COM NEW
Shares35
Event2026-03-31
Filed2026-05-12
MKC
0.00%MCCORMICK & CO INC COM NON VTG
Shares1.0K
Event2026-03-31
Filed2026-05-12
MDLZ
41.92%MONDELEZ INTL INC CL A
Shares870
Event2026-03-31
Filed2026-05-12
IJK
0.00%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares495
Event2026-03-31
Filed2026-05-12
FCX
181.00%FREEPORT-MCMORAN INC CL B
Shares843
Event2026-03-31
Filed2026-05-12
SMMV
0.00%ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
GNRC
0.00%GENERAC HLDGS INC COM
Shares250
Event2026-03-31
Filed2026-05-12
PEG
0.00%PUBLIC SVC ENTERPRISE GRP INC COM
Shares600
Event2026-03-31
Filed2026-05-12
REGN
22.00%REGENERON PHARMACEUTICALS COM
Shares61
Event2026-03-31
Filed2026-05-12
RDIV
0.00%INVESCO S&P ULTRA DIVIDEND REVENUE ETF
Shares850
Event2026-03-31
Filed2026-05-12
TRV
0.00%TRAVELERS COMPANIES INC COM
Shares160
Event2026-03-31
Filed2026-05-12
MAIN
1.88%MAIN STR CAP CORP COM
Shares866
Event2026-03-31
Filed2026-05-12
EWU
-16.92%ISHARES MSCI UNITED KINGDOM ETF
Shares992
Event2026-03-31
Filed2026-05-12
PWR
0.00%QUANTA SVCS INC COM
Shares82
Event2026-03-31
Filed2026-05-12
ITW
0.00%ILLINOIS TOOL WKS INC COM
Shares167
Event2026-03-31
Filed2026-05-12
EQT CORP COM
112.19%EQT CORP COM
Shares679
Event2026-03-31
Filed2026-05-12
SGU
0.00%STAR GROUP L P UNIT LTD PARTNR
Shares3.5K
Event2026-03-31
Filed2026-05-12
GVI
0.50%ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
Shares399
Event2026-03-31
Filed2026-05-12
SNX
0.00%SYNNEX CORP COM
Shares250
Event2026-03-31
Filed2026-05-12
TDIV
0.00%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares450
Event2026-03-31
Filed2026-05-12
FELG
0.00%FIDELITY ENHANCED LARGE CAP GROWTH ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
IBRX
1176.47%IMMUNITYBIO INC COM
Shares5.4K
Event2026-03-31
Filed2026-05-12
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares61
Event2026-03-31
Filed2026-05-12
VCIT
0.00%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares497
Event2026-03-31
Filed2026-05-12
PGR
-10.78%PROGRESSIVE CORP COM
Shares207
Event2026-03-31
Filed2026-05-12
VTR
0.00%VENTAS INC COM
Shares500
Event2026-03-31
Filed2026-05-12
AWK
-11.24%AMERICAN WTR WKS CO INC NEW COM
Shares300
Event2026-03-31
Filed2026-05-12
APO-PA
0.00%APOLLO GLOBAL MGMT INC SER A MAND CNV
Shares696
Event2026-03-31
Filed2026-05-12
BAC-PL
0.00%BANK AMERICA CORP 7.25CNV PFD L
Shares34
Event2026-03-31
Filed2026-05-12
LULU
-30.93%LULULEMON ATHLETICA INC COM
Shares259
Event2026-03-31
Filed2026-05-12
JCI
263.86%JOHNSON CTLS INTL PLC SHS
Shares302
Event2026-03-31
Filed2026-05-12
EOI
0.48%EATON VANCE ENHANCED EQUITY IN COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
CNP
0.00%CENTERPOINT ENERGY INC COM
Shares900
Event2026-03-31
Filed2026-05-12
SMH
NewVANECK SEMICONDUCTOR ETF
Shares100
Event2026-03-31
Filed2026-05-12
IJJ
0.00%ISHARES S&P MID-CAP 400 VALUE ETF
Shares289
Event2026-03-31
Filed2026-05-12
WFC-PL
0.00%WELLS FARGO CO NEW PERP PFD CNV A
Shares33
Event2026-03-31
Filed2026-05-12
NEM
58.37%NEWMONT CORP COM
Shares350
Event2026-03-31
Filed2026-05-12
AVAV
0.00%AEROVIRONMENT INC COM
Shares200
Event2026-03-31
Filed2026-05-12
FDN
0.00%FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX
Shares155
Event2026-03-31
Filed2026-05-12
VCSH
0.00%VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
Shares456
Event2026-03-31
Filed2026-05-12
WBD
0.93%WARNER BROS DISCOVERY INC COM SER A
Shares1.3K
Event2026-03-31
Filed2026-05-12
COHERENT CORP COM
0.00%COHERENT CORP COM
Shares150
Event2026-03-31
Filed2026-05-12
EWG
-41.67%ISHARES MSCI GERMANY ETF
Shares900
Event2026-03-31
Filed2026-05-12
XLI
0.00%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares217
Event2026-03-31
Filed2026-05-12
NI
0.00%NISOURCE INC COM
Shares750
Event2026-03-31
Filed2026-05-12
F
0.23%FORD MTR CO DEL COM
Shares3.0K
Event2026-03-31
Filed2026-05-12
AORT
0.00%ARTIVION INC COM
Shares925
Event2026-03-31
Filed2026-05-12
JSCP
0.00%JPMORGAN SHORT DURATION CORE PLUS ETF
Shares708
Event2026-03-31
Filed2026-05-12
SDY
0.89%SPDR S&P DIVIDEND ETF
Shares226
Event2026-03-31
Filed2026-05-12
DLTR
0.00%DOLLAR TREE INC COM
Shares300
Event2026-03-31
Filed2026-05-12
HUM
0.54%HUMANA INC COM
Shares187
Event2026-03-31
Filed2026-05-12
MDY
0.00%SPDR S&P MIDCAP 400 ETF
Shares50
Event2026-03-31
Filed2026-05-12
XLY
-17.65%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares280
Event2026-03-31
Filed2026-05-12
FITB
89.18%FIFTH THIRD BANCORP COM
Shares647
Event2026-03-31
Filed2026-05-12
GDXJ
0.00%VANECK JUNIOR GOLD MINERS ETF
Shares250
Event2026-03-31
Filed2026-05-12
BSV
0.00%VANGUARD SHORT-TERM BOND INDEX FUND
Shares375
Event2026-03-31
Filed2026-05-12
IXN
0.00%ISHARES GLOBAL TECH ETF
Shares294
Event2026-03-31
Filed2026-05-12
MFM
0.00%MFS MUN INCOME TR SH BEN INT
Shares5.4K
Event2026-03-31
Filed2026-05-12
HMY
0.00%HARMONY GOLD MNG LTD SPONSORED ADR
Shares1.9K
Event2026-03-31
Filed2026-05-12
IGM
0.00%ISHARES EXPANDED TECH SECTOR ETF
Shares240
Event2026-03-31
Filed2026-05-12
CHD
0.00%CHURCH & DWIGHT CO INC COM
Shares300
Event2026-03-31
Filed2026-05-12
WAT
NewWATERS CORP COM
Shares92
Event2026-03-31
Filed2026-05-12
OKE
0.00%ONEOK INC NEW COM
Shares300
Event2026-03-31
Filed2026-05-12
SBUX
0.00%STARBUCKS CORP COM
Shares301
Event2026-03-31
Filed2026-05-12
QCOM
0.00%QUALCOMM INC COM
Shares209
Event2026-03-31
Filed2026-05-12
VB
0.00%VANGUARD SMALL-CAP INDEX FUND
Shares103
Event2026-03-31
Filed2026-05-12
FDRR
0.00%FIDELITY DIVIDEND ETF FOR RISING RATES
Shares451
Event2026-03-31
Filed2026-05-12
COIN
49.50%COINBASE GLOBAL INC COM CL A
Shares151
Event2026-03-31
Filed2026-05-12
ALB
0.68%ALBEMARLE CORP COM
Shares147
Event2026-03-31
Filed2026-05-12
STXD
0.00%STRIVE 1000 DIVIDEND GROWTH ETF
Shares740
Event2026-03-31
Filed2026-05-12
IYJ
0.00%ISHARES U.S. INDUSTRIALS ETF
Shares174
Event2026-03-31
Filed2026-05-12
IQV
0.00%IQVIA HLDGS INC COM
Shares150
Event2026-03-31
Filed2026-05-12
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares387
Event2026-03-31
Filed2026-05-12
WTRG
0.00%ESSENTIAL UTILS INC COM
Shares625
Event2026-03-31
Filed2026-05-12
CITIGROUP INC COM NEW
166.27%CITIGROUP INC COM NEW
Shares221
Event2026-03-31
Filed2026-05-12
FHN
105.04%FIRST HORIZON CORPORATION COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
CPRT
NewCOPART INC COM
Shares750
Event2026-03-31
Filed2026-05-12
IYC
0.00%ISHARES U.S. CONSUMER SERVICES ETF
Shares255
Event2026-03-31
Filed2026-05-12
DBEF
0.00%X-TRACKERS MSCI EAFE HEDGED EQUITY ETF
Shares500
Event2026-03-31
Filed2026-05-12
IHI
0.00%ISHARES U.S. MEDICAL DEVICES ETF
Shares460
Event2026-03-31
Filed2026-05-12
CTSH
0.00%COGNIZANT TECHNOLOGY SOLUTIONS CL A
Shares400
Event2026-03-31
Filed2026-05-12
VOOG
0.00%VANGUARD S&P 500 GROWTH ETF
Shares60
Event2026-03-31
Filed2026-05-12
ADBE
-20.00%ADOBE SYSTEMS INCORPORATED COM
Shares100
Event2026-03-31
Filed2026-05-12
MSB
0.00%MESABI TR CTF BEN INT
Shares750
Event2026-03-31
Filed2026-05-12
INTC
151.89%INTEL CORP COM
Shares534
Event2026-03-31
Filed2026-05-12
CWEN.A
0.00%CLEARWAY ENERGY INC CL A
Shares600
Event2026-03-31
Filed2026-05-12
GL
0.60%GLOBE LIFE INC COM
Shares169
Event2026-03-31
Filed2026-05-12
INTU
0.00%INTUIT COM
Shares54
Event2026-03-31
Filed2026-05-12
TOL
-19.02%TOLL BROTHERS INC COM
Shares166
Event2026-03-31
Filed2026-05-12
MSTR
125.00%STRATEGY INC CL A NEW
Shares180
Event2026-03-31
Filed2026-05-12
BN
0.00%BROOKFIELD ASSET MGMT INC CL A LTD VT SH
Shares550
Event2026-03-31
Filed2026-05-12
ARM
119.40%ARM HOLDINGS PLC SPONSORED ADS
Shares147
Event2026-03-31
Filed2026-05-12
MSLC
NewMORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF
Shares426
Event2026-03-31
Filed2026-05-12
PFRL
34.13%PGIM FLOATING RATE INCOME ETF
Shares448
Event2026-03-31
Filed2026-05-12
DRAFTKINGS INC COM CL A
0.00%DRAFTKINGS INC COM CL A
Shares1.0K
Event2026-03-31
Filed2026-05-12
PPG
0.00%PPG INDS INC COM
Shares200
Event2026-03-31
Filed2026-05-12
CANADIAN PAC RY LTD COM
-51.52%CANADIAN PAC RY LTD COM
Shares271
Event2026-03-31
Filed2026-05-12
DTE
0.00%DTE ENERGY CO COM
Shares145
Event2026-03-31
Filed2026-05-12
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares99
Event2026-03-31
Filed2026-05-12
GWW
375.00%WW GRAINGER INC COM
Shares19
Event2026-03-31
Filed2026-05-12
FTHY
0.00%FIRST TR HIGH YIELD OPPRT 2027 COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
INTF
0.00%ISHARES MSCI INTL MULTIFACTOR ETF
Shares520
Event2026-03-31
Filed2026-05-12
BK
0.00%BANK NEW YORK MELLON CORP COM
Shares169
Event2026-03-31
Filed2026-05-12
SYY
0.00%SYSCO CORP COM
Shares275
Event2026-03-31
Filed2026-05-12
PRU
0.00%PRUDENTIAL FINL INC COM
Shares200
Event2026-03-31
Filed2026-05-12
HII
0.00%HUNTINGTON INGALLS INDS INC COM
Shares50
Event2026-03-31
Filed2026-05-12
CM
0.00%CANADIAN IMP BK COMM COM
Shares200
Event2026-03-31
Filed2026-05-12
PFF
0.00%ISHARES PREFERRED AND INCOME SECURITIES ETF
Shares625
Event2026-03-31
Filed2026-05-12
VST
150.00%VISTRA CORP COM
Shares125
Event2026-03-31
Filed2026-05-12
TIP
0.00%ISHARES TIPS BOND ETF
Shares168
Event2026-03-31
Filed2026-05-12
CRWD
213.33%CROWDSTRIKE HLDGS INC CL A
Shares47
Event2026-03-31
Filed2026-05-12
HLT
100.00%HILTON WORLDWIDE HLDGS INC COM
Shares60
Event2026-03-31
Filed2026-05-12
SCHG
0.00%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares625
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY LTD REG SHS
NewTE CONNECTIVITY LTD REG SHS
Shares86
Event2026-03-31
Filed2026-05-12
SHLD
67.33%GLOBAL X DEFENSE TECH ETF
Shares251
Event2026-03-31
Filed2026-05-12
MCY
NewMERCURY GENL CORP NEW COM
Shares200
Event2026-03-31
Filed2026-05-12
IGIB
0.00%ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares330
Event2026-03-31
Filed2026-05-12
ETHA
0.00%ISHARES ETHEREUM TRUST ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
FDT
0.00%FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
Shares200
Event2026-03-31
Filed2026-05-12
MMC
0.00%MARSH & MCLENNAN COS INC COM
Shares100
Event2026-03-31
Filed2026-05-12
IREN
0.00%IREN LIMITED ORDINARY SHARES
Shares500
Event2026-03-31
Filed2026-05-12
ES
0.00%EVERSOURCE ENERGY COM
Shares243
Event2026-03-31
Filed2026-05-12
ISCB
0.00%ISHARES MORNINGSTAR SMALL-CAP ETF
Shares247
Event2026-03-31
Filed2026-05-12
EPP
0.00%ISHARES MSCI PACIFIC EX JAPAN ETF
Shares300
Event2026-03-31
Filed2026-05-12
GFI
0.00%GOLD FIELDS LTD SPONSORED ADR
Shares350
Event2026-03-31
Filed2026-05-12
CIBR
-24.62%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares245
Event2026-03-31
Filed2026-05-12
MS
102.17%MORGAN STANLEY COM NEW
Shares93
Event2026-03-31
Filed2026-05-12
SRPT
40.00%SAREPTA THERAPEUTICS INC COM
Shares700
Event2026-03-31
Filed2026-05-12
FCCO
0.00%FIRST CMNTY CORP S C COM
Shares508
Event2026-03-31
Filed2026-05-12
XLP
0.00%CONSUMER STAPLES SELECT SECTOR SPDR FUND
Shares180
Event2026-03-31
Filed2026-05-12
UYG
0.00%PROSHARES ULTRA FINANCIALS
Shares200
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP COM
500.00%GENERAL DYNAMICS CORP COM
Shares42
Event2026-03-31
Filed2026-05-12
CB
131.58%CHUBB LIMITED COM
Shares44
Event2026-03-31
Filed2026-05-12
STK
0.00%COLUMBIA SELIGM PREM TECH GRW COM
Shares378
Event2026-03-31
Filed2026-05-12
LAC
0.00%LITHIUM AMERS CORP NEW COM SHS
Shares3.6K
Event2026-03-31
Filed2026-05-12
FMC
-47.83%FMC CORP COM NEW
Shares818
Event2026-03-31
Filed2026-05-12
AMTM
0.00%AMENTUM HOLDINGS INC COM
Shares538
Event2026-03-31
Filed2026-05-12
ZS
0.00%ZSCALER INC COM
Shares100
Event2026-03-31
Filed2026-05-12
GLDM
0.00%SPDR GOLD MINISHARES TRUST
Shares150
Event2026-03-31
Filed2026-05-12
FANG
0.00%DIAMONDBACK ENERGY INC COM
Shares70
Event2026-03-31
Filed2026-05-12
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares65
Event2026-03-31
Filed2026-05-12
ARKW
0.00%ARK NEXT GENERATION INTERNET ETF
Shares113
Event2026-03-31
Filed2026-05-12
PPL
NewPPL CORP COM
Shares353
Event2026-03-31
Filed2026-05-12
ITRI
0.00%ITRON INC COM
Shares150
Event2026-03-31
Filed2026-05-12
SYF
NewSYNCHRONY FINANCIAL COM
Shares197
Event2026-03-31
Filed2026-05-12
RIG
-16.67%TRANSOCEAN LTD REGISTERED SHS
Shares2.0K
Event2026-03-31
Filed2026-05-12
TECK
NewTECK RESOURCES LTD CL B
Shares256
Event2026-03-31
Filed2026-05-12
VERSANT MEDIA GROUP INC COM CL A
NewVERSANT MEDIA GROUP INC COM CL A
Shares350
Event2026-03-31
Filed2026-05-12
GRAYSCALE BITCOIN MINI TRUST ETF
0.00%GRAYSCALE BITCOIN MINI TRUST ETF
Shares432
Event2026-03-31
Filed2026-05-12
CRBG
NewCOREBRIDGE FINL INC COM
Shares531
Event2026-03-31
Filed2026-05-12
ELAN
NewELANCO ANIMAL HEALTH INC COM
Shares527
Event2026-03-31
Filed2026-05-12
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares135
Event2026-03-31
Filed2026-05-12
ARGX
NewARGENX SE SPONSORED ADR
Shares17
Event2026-03-31
Filed2026-05-12
EXE
0.00%EXPAND ENERGY CORPORATION COM
Shares113
Event2026-03-31
Filed2026-05-12
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