Sponsored
The Analysis of Colonial Trust Co / SC's Holdings & P&L
Currently, Colonial Trust Co / SC holds 1135 types of securities in its portfolio with a total value $735.2M. In the most recent quarter, they have increased their positions in IVV (+3.5K shares, valued at $2.3M), VEA (+21.2K shares, valued at $1.4M), FNDX (+41.2K shares, valued at $1.1M); decreased their positions in AAPL (-4.9K shares, valued at $1.2M), NOW (-10.8K shares, valued at $1.1M), BSCQ (-26.0K shares, valued at $507.7K); initiated new positions in AVEM (+2.9K shares, valued at $232.4K), PICK (+4.1K shares, valued at $221.8K), IGHG (+1.9K shares, valued at $147.6K).
1M P&L
+16.2M+2.34%
3M P&L
+5.8M+0.83%
HY P&L
+25.5M+3.74%
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/A195.2M
30.1%
2Software - Infrastructure39.7M
6.1%
3Consumer Electronics36.8M
5.7%
Top Industries by Stock Count
1N/A325 stocks
30.8%
2Software - Application30 stocks
2.8%
3Banks - Regional24 stocks
2.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
FIRST CTZNS BANCSHARES INC N C CL A FIRST CTZNS BANCSHARES INC N C CL A4.7K shares-0.44%2026-03-312026-05-12
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW14.6K shares-1.05%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A19.4K shares-0.91%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS36.5K shares4.30%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GLAXOSMITHKLINE PLC SPONSORED ADR GLAXOSMITHKLINE PLC SPONSORED ADR8.0K shares-0.41%2026-03-312026-05-12
Sponsored
FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW1.7K shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF1.2K shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ATLANTA BRAVES HLDGS INC COM SER A ATLANTA BRAVES HLDGS INC COM SER A3.0K shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
GLTR ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF601 shares7.13%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A2.5K shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK611 shares-7.98%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
AAPL
-3.26%APPLE INC COM
Shares144.6K
Event2026-03-31
Filed2026-05-12
IVV
10.74%ISHARES CORE S&P 500 ETF
Shares36.6K
Event2026-03-31
Filed2026-05-12
MSFT
2.86%MICROSOFT CORP COM
Shares63.6K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CAP STK CL A
-2.62%ALPHABET INC CAP STK CL A
Shares55.7K
Event2026-03-31
Filed2026-05-12
JPM
0.11%JPMORGAN CHASE & CO COM
Shares53.7K
Event2026-03-31
Filed2026-05-12
LLY
-2.01%LILLY ELI & CO COM
Shares17.1K
Event2026-03-31
Filed2026-05-12
NVDA
0.36%NVIDIA CORPORATION COM
Shares81.9K
Event2026-03-31
Filed2026-05-12
JNJ
-0.30%JOHNSON & JOHNSON COM
Shares56.2K
Event2026-03-31
Filed2026-05-12
AMZN
2.42%AMAZON COM INC COM
Shares65.6K
Event2026-03-31
Filed2026-05-12
AGG
8.89%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares121.6K
Event2026-03-31
Filed2026-05-12
DGRO
1.43%ISHARES CORE DIVIDEND GROWTH ETF
Shares165.8K
Event2026-03-31
Filed2026-05-12
WMT
-2.76%WALMART INC COM
Shares85.9K
Event2026-03-31
Filed2026-05-12
SLQD
7.35%ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares192.5K
Event2026-03-31
Filed2026-05-12
AMAT
-2.49%APPLIED MATLS INC COM
Shares27.1K
Event2026-03-31
Filed2026-05-12
V
-1.05%VISA INC COM CL A
Shares30.4K
Event2026-03-31
Filed2026-05-12
GS
-4.17%GOLDMAN SACHS GROUP INC COM
Shares10.5K
Event2026-03-31
Filed2026-05-12
FIRST CTZNS BANCSHARES INC N C CL A
-0.44%FIRST CTZNS BANCSHARES INC N C CL A
Shares4.7K
Event2026-03-31
Filed2026-05-12
COST
-0.59%COSTCO WHSL CORP NEW COM
Shares8.5K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC SHS
0.80%EATON CORP PLC SHS
Shares23.6K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CAP STK CL C
-1.33%ALPHABET INC CAP STK CL C
Shares28.6K
Event2026-03-31
Filed2026-05-12
META
-1.87%META PLATFORMS INC CL A
Shares14.2K
Event2026-03-31
Filed2026-05-12
PANW
4.31%PALO ALTO NETWORKS INC COM
Shares49.3K
Event2026-03-31
Filed2026-05-12
HD
-3.14%HOME DEPOT INC COM
Shares23.6K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW COM NEW
1.64%DUKE ENERGY CORP NEW COM NEW
Shares58.2K
Event2026-03-31
Filed2026-05-12
WM
2.21%WASTE MGMT INC DEL COM
Shares33.1K
Event2026-03-31
Filed2026-05-12
CVX
-2.38%CHEVRON CORP NEW COM
Shares36.7K
Event2026-03-31
Filed2026-05-12
TJX
0.27%TJX COS INC NEW COM
Shares46.6K
Event2026-03-31
Filed2026-05-12
ORCL
2.30%ORACLE CORP COM
Shares48.3K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL CL B NEW
-1.05%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares14.6K
Event2026-03-31
Filed2026-05-12
FLOT
9.48%ISHARES FLOATING RATE BOND ETF
Shares135.0K
Event2026-03-31
Filed2026-05-12
UNP
-0.79%UNION PAC CORP COM
Shares27.9K
Event2026-03-31
Filed2026-05-12
PG
-4.28%PROCTER AND GAMBLE CO COM
Shares44.5K
Event2026-03-31
Filed2026-05-12
IQLT
8.69%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares137.3K
Event2026-03-31
Filed2026-05-12
KO
-1.39%COCA COLA CO COM
Shares79.2K
Event2026-03-31
Filed2026-05-12
APD
-2.22%AIR PRODS & CHEMS INC COM
Shares20.1K
Event2026-03-31
Filed2026-05-12
IJH
-0.45%ISHARES S&P MIDCAP FUND
Shares85.7K
Event2026-03-31
Filed2026-05-12
CSCO
0.15%CISCO SYS INC COM
Shares68.2K
Event2026-03-31
Filed2026-05-12
TT
-3.64%TRANE TECHNOLOGIES PLC SHS
Shares12.6K
Event2026-03-31
Filed2026-05-12
PSX
-0.96%PHILLIPS 66 COM
Shares27.5K
Event2026-03-31
Filed2026-05-12
BSCS
-0.06%INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
Shares243.2K
Event2026-03-31
Filed2026-05-12
AJG
4.08%GALLAGHER ARTHUR J & CO COM
Shares22.9K
Event2026-03-31
Filed2026-05-12
SCHW
1.49%SCHWAB CHARLES CORP COM
Shares51.3K
Event2026-03-31
Filed2026-05-12
LMT
-4.54%LOCKHEED MARTIN CORP COM
Shares8.0K
Event2026-03-31
Filed2026-05-12
BLACKSTONE GROUP INC COM
0.81%BLACKSTONE GROUP INC COM
Shares41.7K
Event2026-03-31
Filed2026-05-12
BSCR
-1.05%INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
Shares244.0K
Event2026-03-31
Filed2026-05-12
TSM
10.78%TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
Shares13.8K
Event2026-03-31
Filed2026-05-12
NEE
-1.26%NEXTERA ENERGY INC COM
Shares49.8K
Event2026-03-31
Filed2026-05-12
XOM
-1.37%EXXON MOBIL CORP COM
Shares27.2K
Event2026-03-31
Filed2026-05-12
IJR
0.48%ISHARES S&P SMALL-CAP FUND
Shares36.5K
Event2026-03-31
Filed2026-05-12
HUM
-3.69%HUMANA INC COM
Shares26.0K
Event2026-03-31
Filed2026-05-12
EMXC
1.70%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares57.3K
Event2026-03-31
Filed2026-05-12
BSCT
9.45%INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
Shares227.9K
Event2026-03-31
Filed2026-05-12
SYK
2.62%STRYKER CORPORATION COM
Shares12.6K
Event2026-03-31
Filed2026-05-12
TXN
1.44%TEXAS INSTRS INC COM
Shares21.3K
Event2026-03-31
Filed2026-05-12
SPY
-0.34%SPDR S&P 500 ETF
Shares6.2K
Event2026-03-31
Filed2026-05-12
VEA
51.14%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares62.6K
Event2026-03-31
Filed2026-05-12
CTAS
2.88%CINTAS CORP COM
Shares23.1K
Event2026-03-31
Filed2026-05-12
NFLX
13.42%NETFLIX INC COM
Shares40.2K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND SHS CLASS A
-0.91%ACCENTURE PLC IRELAND SHS CLASS A
Shares19.4K
Event2026-03-31
Filed2026-05-12
BSCQ
-11.71%INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
Shares196.0K
Event2026-03-31
Filed2026-05-12
ASML
13.57%ASML HOLDING N V N Y REGISTRY SHS
Shares2.7K
Event2026-03-31
Filed2026-05-12
PEP
-10.08%PEPSICO INC COM
Shares22.9K
Event2026-03-31
Filed2026-05-12
COP
-3.28%CONOCOPHILLIPS COM
Shares26.1K
Event2026-03-31
Filed2026-05-12
VIK
0.13%VIKING HOLDINGS LTD ORD SHS
Shares46.3K
Event2026-03-31
Filed2026-05-12
CME
-1.82%CME GROUP INC COM
Shares11.5K
Event2026-03-31
Filed2026-05-12
BSCU
5.35%INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
Shares202.4K
Event2026-03-31
Filed2026-05-12
BKNG
2.99%BOOKING HOLDINGS INC COM
Shares793
Event2026-03-31
Filed2026-05-12
CAT
-3.97%CATERPILLAR INC COM
Shares4.6K
Event2026-03-31
Filed2026-05-12
LOW
-0.10%LOWES COS INC COM
Shares12.9K
Event2026-03-31
Filed2026-05-12
DIS
-3.98%WALT DISNEY CO
Shares29.1K
Event2026-03-31
Filed2026-05-12
STERIS PLC SHS USD
0.54%STERIS PLC SHS USD
Shares12.6K
Event2026-03-31
Filed2026-05-12
UNH
-1.89%UNITEDHEALTH GROUP INC COM
Shares10.2K
Event2026-03-31
Filed2026-05-12
EW
1.28%EDWARDS LIFESCIENCES CORP COM
Shares33.4K
Event2026-03-31
Filed2026-05-12
EOG
-2.08%EOG RES INC COM
Shares17.8K
Event2026-03-31
Filed2026-05-12
ECL
-1.14%ECOLAB INC COM
Shares9.6K
Event2026-03-31
Filed2026-05-12
VIG
-2.14%VANGUARD DIVIDEND APPRECIATION INDEX FUND
Shares11.4K
Event2026-03-31
Filed2026-05-12
IWF
-0.52%ISHARES RUSSELL 1000 GROWTH ETF
Shares5.7K
Event2026-03-31
Filed2026-05-12
JPST
-4.19%JPMORGAN ULTRA-SHORT INCOME ETF
Shares47.7K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC COM
0.04%WEC ENERGY GROUP INC COM
Shares20.8K
Event2026-03-31
Filed2026-05-12
IGRO
0.00%ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
Shares28.6K
Event2026-03-31
Filed2026-05-12
BROADCOM INC COM
-3.36%BROADCOM INC COM
Shares7.7K
Event2026-03-31
Filed2026-05-12
RTX
-3.88%RTX CORPORATION COM
Shares12.1K
Event2026-03-31
Filed2026-05-12
GLD
0.74%SPDR GOLD SHARES
Shares5.1K
Event2026-03-31
Filed2026-05-12
IEFA
-5.43%ISHARES CORE MSCI EAFE ETF
Shares24.0K
Event2026-03-31
Filed2026-05-12
IEMG
16.16%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares31.0K
Event2026-03-31
Filed2026-05-12
UBER
11.28%UBER TECHNOLOGIES INC COM
Shares29.5K
Event2026-03-31
Filed2026-05-12
VTV
32.67%VANGUARD VALUE INDEX FUND
Shares10.8K
Event2026-03-31
Filed2026-05-12
ABBV
-1.01%ABBVIE INC COM
Shares9.6K
Event2026-03-31
Filed2026-05-12
DE
-1.70%DEERE & CO COM
Shares3.6K
Event2026-03-31
Filed2026-05-12
FNDX
138.37%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares71.0K
Event2026-03-31
Filed2026-05-12
BSCV
14.27%INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
Shares117.8K
Event2026-03-31
Filed2026-05-12
PSA
1.03%PUBLIC STORAGE OPER CO COM
Shares7.1K
Event2026-03-31
Filed2026-05-12
VB
21.97%VANGUARD SMALL-CAP INDEX FUND
Shares7.1K
Event2026-03-31
Filed2026-05-12
VOT
-4.50%VANGUARD MID-CAP GROWTH INDEX FUND
Shares7.2K
Event2026-03-31
Filed2026-05-12
WMB
-2.20%WILLIAMS COS INC COM
Shares25.4K
Event2026-03-31
Filed2026-05-12
IBM
-1.45%INTERNATIONAL BUSINESS MACHS COM
Shares7.5K
Event2026-03-31
Filed2026-05-12
O
0.89%REALTY INCOME CORP COM
Shares29.8K
Event2026-03-31
Filed2026-05-12
PM
-11.86%PHILIP MORRIS INTL INC COM
Shares10.7K
Event2026-03-31
Filed2026-05-12
PRK
-8.49%PARK NATL CORP COM
Shares10.8K
Event2026-03-31
Filed2026-05-12
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
4.30%BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
Shares36.5K
Event2026-03-31
Filed2026-05-12
BND
0.43%VANGUARD TOTAL BOND MARKET INDEX FUND
Shares21.7K
Event2026-03-31
Filed2026-05-12
NKE
-2.94%NIKE INC CL B
Shares30.0K
Event2026-03-31
Filed2026-05-12
TFC
-6.26%TRUIST FINL CORP COM
Shares33.8K
Event2026-03-31
Filed2026-05-12
VUG
-1.89%VANGUARD GROWTH INDEX FUND
Shares3.5K
Event2026-03-31
Filed2026-05-12
CCJ
-3.11%CAMECO CORP COM
Shares14.0K
Event2026-03-31
Filed2026-05-12
NOBL
0.00%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares14.3K
Event2026-03-31
Filed2026-05-12
IBB
-2.22%ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
Shares8.8K
Event2026-03-31
Filed2026-05-12
IWD
-1.64%ISHARES RUSSELL 1000 VALUE ETF
Shares6.8K
Event2026-03-31
Filed2026-05-12
MCD
-8.09%MCDONALDS CORP COM
Shares4.4K
Event2026-03-31
Filed2026-05-12
GEV
-0.82%GE VERNOVA INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
IGV
837.92%ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares15.8K
Event2026-03-31
Filed2026-05-12
VZ
-13.20%VERIZON COMMUNICATIONS INC COM
Shares22.9K
Event2026-03-31
Filed2026-05-12
GENERAL ELECTRIC CO COM
0.20%GENERAL ELECTRIC CO COM
Shares4.0K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TRUST
3.34%INVESCO QQQ TRUST
Shares1.9K
Event2026-03-31
Filed2026-05-12
EFA
-6.70%ISHARES MSCI EAFE ETF
Shares11.5K
Event2026-03-31
Filed2026-05-12
MERCK & CO. INC COM
-11.08%MERCK & CO. INC COM
Shares9.0K
Event2026-03-31
Filed2026-05-12
T
-6.19%AT&T INC COM
Shares36.8K
Event2026-03-31
Filed2026-05-12
FDX
-6.53%FEDEX CORP COM
Shares3.0K
Event2026-03-31
Filed2026-05-12
BSCW
16.22%INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
Shares50.9K
Event2026-03-31
Filed2026-05-12
AXP
0.06%AMERICAN EXPRESS CO COM
Shares3.4K
Event2026-03-31
Filed2026-05-12
CIGNA CORP NEW COM
-2.87%CIGNA CORP NEW COM
Shares3.8K
Event2026-03-31
Filed2026-05-12
AMGN
-5.24%AMGEN INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-12
ISHARES COMEX GOLD TRUST
-1.86%ISHARES COMEX GOLD TRUST
Shares10.8K
Event2026-03-31
Filed2026-05-12
PFE
-9.02%PFIZER INC COM
Shares33.1K
Event2026-03-31
Filed2026-05-12
SPDW
0.00%SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares20.2K
Event2026-03-31
Filed2026-05-12
AS
30.58%AMER SPORTS INC COM SHS
Shares27.9K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC SHS
-1.77%MEDTRONIC PLC SHS
Shares10.6K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC COM
-17.58%BLACKROCK INC COM
Shares919
Event2026-03-31
Filed2026-05-12
ADI
-1.61%ANALOG DEVICES INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-12
FNDF
11.13%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares17.8K
Event2026-03-31
Filed2026-05-12
DGRW
0.00%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares9.8K
Event2026-03-31
Filed2026-05-12
SPGI
-7.42%S&P GLOBAL INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-12
VOE
-2.29%VANGUARD MID-CAP VALUE INDEX FUND
Shares4.5K
Event2026-03-31
Filed2026-05-12
IUSG
0.00%ISHARES CORE S&P U.S. GROWTH ETF
Shares5.3K
Event2026-03-31
Filed2026-05-12
UPS
-17.73%UNITED PARCEL SERVICE INC CL B
Shares8.4K
Event2026-03-31
Filed2026-05-12
CSX
-1.26%CSX CORP COM
Shares20.0K
Event2026-03-31
Filed2026-05-12
DFUV
0.00%DIMENSIONAL US MARKETWIDE VALUE ETF
Shares16.8K
Event2026-03-31
Filed2026-05-12
ZTS
-6.10%ZOETIS INC CL A
Shares6.8K
Event2026-03-31
Filed2026-05-12
ENB
-10.69%ENBRIDGE INC COM
Shares14.0K
Event2026-03-31
Filed2026-05-12
VANGUARD S&P 500 ETF
-2.92%VANGUARD S&P 500 ETF
Shares1.3K
Event2026-03-31
Filed2026-05-12
BNDX
3.48%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares15.6K
Event2026-03-31
Filed2026-05-12
ABT
-7.66%ABBOTT LABS COM
Shares7.3K
Event2026-03-31
Filed2026-05-12
QCOM
-3.61%QUALCOMM INC COM
Shares5.8K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC COM NEW
-6.48%CITIGROUP INC COM NEW
Shares6.4K
Event2026-03-31
Filed2026-05-12
MA
3.08%MASTERCARD INCORPORATED CL A
Shares1.4K
Event2026-03-31
Filed2026-05-12
BAC
-3.42%BK OF AMERICA CORP COM
Shares14.7K
Event2026-03-31
Filed2026-05-12
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares1.0K
Event2026-03-31
Filed2026-05-12
TMO
0.55%THERMO FISHER SCIENTIFIC INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
IJS
0.00%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares6.0K
Event2026-03-31
Filed2026-05-12
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares2.5K
Event2026-03-31
Filed2026-05-12
MO
-19.95%ALTRIA GROUP INC COM
Shares10.7K
Event2026-03-31
Filed2026-05-12
DFAC
0.00%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares17.9K
Event2026-03-31
Filed2026-05-12
VO
-0.93%VANGUARD MID-CAP INDEX FUND
Shares2.4K
Event2026-03-31
Filed2026-05-12
DFAX
-1.31%DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
Shares19.7K
Event2026-03-31
Filed2026-05-12
RF
-42.05%REGIONS FINANCIAL CORP NEW COM
Shares25.5K
Event2026-03-31
Filed2026-05-12
PNC
-5.33%PNC FINL SVCS GROUP INC COM
Shares3.2K
Event2026-03-31
Filed2026-05-12
VYM
8.40%VANGUARD HIGH DIVIDEND YIELD ETF
Shares4.4K
Event2026-03-31
Filed2026-05-12
RY
-6.48%ROYAL BK CDA COM
Shares4.0K
Event2026-03-31
Filed2026-05-12
CMCSA
-22.79%COMCAST CORP NEW CL A
Shares22.5K
Event2026-03-31
Filed2026-05-12
JEPI
0.00%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares11.3K
Event2026-03-31
Filed2026-05-12
SUB
10.94%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares6.0K
Event2026-03-31
Filed2026-05-12
EME
-14.88%EMCOR GROUP INC COM
Shares858
Event2026-03-31
Filed2026-05-12
GLW
-17.45%CORNING INC COM
Shares4.6K
Event2026-03-31
Filed2026-05-12
ADP
1.97%AUTOMATIC DATA PROCESSING INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-12
SCHD
0.00%SCHWAB US DIVIDEND EQUITY ETF
Shares20.4K
Event2026-03-31
Filed2026-05-12
CSL
-2.07%CARLISLE COS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
IWO
-1.47%ISHARES RUSSELL 2000 GROWTH ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
IWP
-0.51%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares4.7K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP COM
0.23%GENERAL DYNAMICS CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
RSG
-3.21%REPUBLIC SVCS INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-12
IFF
-10.18%INTERNATIONAL FLAVORS&FRAGRANC COM
Shares7.9K
Event2026-03-31
Filed2026-05-12
DFAS
0.00%DIMENSIONAL U.S. SMALL CAP ETF
Shares8.0K
Event2026-03-31
Filed2026-05-12
WPC
3.53%WP CAREY INC COM
Shares8.4K
Event2026-03-31
Filed2026-05-12
DGX
-12.80%QUEST DIAGNOSTICS INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-12
AVUV
0.00%AVANTIS U.S. SMALL CAP VALUE ETF
Shares4.9K
Event2026-03-31
Filed2026-05-12
BMY
-0.34%BRISTOL-MYERS SQUIBB CO COM
Shares8.8K
Event2026-03-31
Filed2026-05-12
AFL
-0.23%AFLAC INC COM
Shares4.8K
Event2026-03-31
Filed2026-05-12
PLTR
-10.29%PALANTIR TECHNOLOGIES INC CL A
Shares3.5K
Event2026-03-31
Filed2026-05-12
ITOT
3.79%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares3.6K
Event2026-03-31
Filed2026-05-12
RCL
-12.30%ROYAL CARIBBEAN GROUP COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
TSLA
-4.53%TESLA INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares5.4K
Event2026-03-31
Filed2026-05-12
HON
1.59%HONEYWELL INTL INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
USMV
-0.12%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares5.1K
Event2026-03-31
Filed2026-05-12
IWM
0.47%ISHARES RUSSELL 2000 ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
CL
-6.64%COLGATE PALMOLIVE CO COM
Shares5.5K
Event2026-03-31
Filed2026-05-12
IWR
0.00%ISHARES RUSSELL MID-CAP ETF
Shares4.8K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC COM SHS
-0.52%ARISTA NETWORKS INC COM SHS
Shares3.8K
Event2026-03-31
Filed2026-05-12
IWS
-7.97%ISHARES RUSSELL MID-CAP VALUE ETF
Shares3.1K
Event2026-03-31
Filed2026-05-12
DFAT
-1.75%DIMENSIONAL U.S. TARGETED VALUE ETF
Shares7.3K
Event2026-03-31
Filed2026-05-12
WFC
7.14%WELLS FARGO CO NEW COM
Shares5.7K
Event2026-03-31
Filed2026-05-12
PEY
-1.09%INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
Shares20.9K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC SPON ADR NEW
0.26%UNILEVER PLC SPON ADR NEW
Shares7.8K
Event2026-03-31
Filed2026-05-12
GLAXOSMITHKLINE PLC SPONSORED ADR
-0.41%GLAXOSMITHKLINE PLC SPONSORED ADR
Shares8.0K
Event2026-03-31
Filed2026-05-12
SOXX
0.00%ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND
Shares1.3K
Event2026-03-31
Filed2026-05-12
IWN
-2.33%ISHARES RUSSELL 2000 VALUE ETF
Shares2.4K
Event2026-03-31
Filed2026-05-12
LH
0.00%LABORATORY CORP AMER HLDGS COM NEW
Shares1.6K
Event2026-03-31
Filed2026-05-12
SO
42.39%SOUTHERN CO COM
Shares4.4K
Event2026-03-31
Filed2026-05-12
MDY
-0.44%SPDR S&P MIDCAP 400 ETF
Shares686
Event2026-03-31
Filed2026-05-12
SHW
-0.75%SHERWIN WILLIAMS CO COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
MUB
2.14%ISHARES NATIONAL MUNI BOND ETF
Shares3.9K
Event2026-03-31
Filed2026-05-12
ADBE
-12.38%ADOBE SYSTEMS INCORPORATED COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
SCHX
0.00%SCHWAB U.S. LARGE-CAP ETF
Shares15.8K
Event2026-03-31
Filed2026-05-12
YUM
-0.54%YUM BRANDS INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-12
NDAQ
-0.13%NASDAQ INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-12
FERGUSON ENTERPRISES INC COMMON STOCK NEW
0.00%FERGUSON ENTERPRISES INC COMMON STOCK NEW
Shares1.7K
Event2026-03-31
Filed2026-05-12
TRV
0.00%TRAVELERS COMPANIES INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
QLTA
-23.80%ISHARES AAA-A RATED CORPORATE BOND ETF
Shares8.1K
Event2026-03-31
Filed2026-05-12
SPSM
0.00%SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares8.0K
Event2026-03-31
Filed2026-05-12
HYG
-3.17%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares4.8K
Event2026-03-31
Filed2026-05-12
LHX
0.64%L3HARRIS TECHNOLOGIES INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
IUSV
0.00%ISHARES CORE S&P US VALUE ETF
Shares3.7K
Event2026-03-31
Filed2026-05-12
AMP
0.00%AMERIPRISE FINL INC COM
Shares840
Event2026-03-31
Filed2026-05-12
EWJ
-3.68%ISHARES MSCI JAPAN ETF
Shares4.5K
Event2026-03-31
Filed2026-05-12
LINDE PLC SHS
6.52%LINDE PLC SHS
Shares735
Event2026-03-31
Filed2026-05-12
EOS
0.00%EATON VANCE ENHANCED EQUITY IN COM
Shares17.8K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP COM
2.44%LAM RESEARCH CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
MCK
21.83%MCKESSON CORP COM
Shares413
Event2026-03-31
Filed2026-05-12
VDE
-0.73%VANGUARD ENERGY ETF
Shares2.0K
Event2026-03-31
Filed2026-05-12
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
PKG
-6.01%PACKAGING CORP AMER COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
KVUE
-45.56%KENVUE INC COM
Shares19.1K
Event2026-03-31
Filed2026-05-12
ALL
-3.29%ALLSTATE CORP COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
HSY
-36.71%HERSHEY CO COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
QQQE
0.00%DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF
Shares3.2K
Event2026-03-31
Filed2026-05-12
DFNM
4.96%DIMENSIONAL NATIONAL MUNICIPAL BOND ETF
Shares6.5K
Event2026-03-31
Filed2026-05-12
SDY
0.00%SPDR S&P DIVIDEND ETF
Shares2.1K
Event2026-03-31
Filed2026-05-12
GDX
0.00%VANECK VECTORS GOLD MINERS ETF
Shares3.3K
Event2026-03-31
Filed2026-05-12
CARR
0.30%CARRIER GLOBAL CORPORATION COM
Shares5.3K
Event2026-03-31
Filed2026-05-12
CRM
-19.16%SALESFORCE COM INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
SJNK
0.00%SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF
Shares11.7K
Event2026-03-31
Filed2026-05-12
VMC
-0.28%VULCAN MATLS CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
NOW
-79.62%SERVICENOW INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-12
CAH
-21.65%CARDINAL HEALTH INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
MPC
-17.19%MARATHON PETE CORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
JGRO
29.72%JPMORGAN ACTIVE GROWTH ETF
Shares3.3K
Event2026-03-31
Filed2026-05-12
CLOA
22.10%ISHARES AAA CLO ACTIVE ETF
Shares5.3K
Event2026-03-31
Filed2026-05-12
SRE
1.69%SEMPRA ENERGY COM
Shares2.8K
Event2026-03-31
Filed2026-05-12
DIA
0.00%SPDR DOW JONES INDUSTRIAL AVERAGE ETF
Shares590
Event2026-03-31
Filed2026-05-12
AEP
-7.85%AMERICAN ELEC PWR CO INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
VBR
0.00%VANGUARD SMALL-CAP VALUE INDEX FUND
Shares1.3K
Event2026-03-31
Filed2026-05-12
NUE
0.00%NUCOR CORP COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
VTEB
-0.78%VANGUARD TAX-EXEMPT BOND ETF
Shares5.3K
Event2026-03-31
Filed2026-05-12
VWO
0.00%VANGUARD FTSE EMERGING MARKETS ETF
Shares4.9K
Event2026-03-31
Filed2026-05-12
VHT
26.18%VANGUARD HEALTH CARE INDEX FUND
Shares964
Event2026-03-31
Filed2026-05-12
GNRC
0.00%GENERAC HLDGS INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
ROK
0.28%ROCKWELL AUTOMATION INC COM
Shares719
Event2026-03-31
Filed2026-05-12
PH
-1.03%PARKER-HANNIFIN CORP COM
Shares288
Event2026-03-31
Filed2026-05-12
NVS
-10.20%NOVARTIS AG SPONSORED ADR
Shares1.7K
Event2026-03-31
Filed2026-05-12
PAVE
-7.41%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares5.0K
Event2026-03-31
Filed2026-05-12
DHR
0.00%DANAHER CORPORATION COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
LFUS
0.00%LITTELFUSE INC COM
Shares745
Event2026-03-31
Filed2026-05-12
PHM
0.19%PULTE GROUP INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
IHI
0.00%ISHARES U.S. MEDICAL DEVICES ETF
Shares4.7K
Event2026-03-31
Filed2026-05-12
BK
0.00%BANK NEW YORK MELLON CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
IVW
0.00%ISHARES S&P 500 GROWTH ETF
Shares2.1K
Event2026-03-31
Filed2026-05-12
MMM
0.00%3M CO COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
DVY
0.00%ISHARES SELECT DIVIDEND ETF
Shares1.6K
Event2026-03-31
Filed2026-05-12
VTI
0.00%VANGUARD TOTAL STOCK MARKET INDEX FUND
Shares750
Event2026-03-31
Filed2026-05-12
ELV
-13.14%ELEVANCE HEALTH INC
Shares820
Event2026-03-31
Filed2026-05-12
SPYG
-4.38%SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares2.4K
Event2026-03-31
Filed2026-05-12
BIL
22.25%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares2.6K
Event2026-03-31
Filed2026-05-12
GOVT
0.45%ISHARES U.S. TREASURY BOND ETF
Shares10.3K
Event2026-03-31
Filed2026-05-12
BN
-18.27%BROOKFIELD ASSET MGMT INC CL A LTD VT SH
Shares5.8K
Event2026-03-31
Filed2026-05-12
CPK
0.00%CHESAPEAKE UTILS CORP COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
AVEM
NewAVANTIS EMERGING MARKETS EQUITY ETF
Shares2.9K
Event2026-03-31
Filed2026-05-12
INTU
10.52%INTUIT COM
Shares536
Event2026-03-31
Filed2026-05-12
BINC
7.21%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares4.4K
Event2026-03-31
Filed2026-05-12
AZO
0.00%AUTOZONE INC COM
Shares68
Event2026-03-31
Filed2026-05-12
JCI
0.00%JOHNSON CTLS INTL PLC SHS
Shares1.7K
Event2026-03-31
Filed2026-05-12
XLF
0.00%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares4.6K
Event2026-03-31
Filed2026-05-12
GPC
-16.69%GENUINE PARTS CO COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
D
-16.20%DOMINION ENERGY INC COM
Shares3.7K
Event2026-03-31
Filed2026-05-12
URI
0.00%UNITED RENTALS INC COM
Shares310
Event2026-03-31
Filed2026-05-12
CHD
-0.90%CHURCH & DWIGHT CO INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-12
VAW
0.00%VANGUARD MATERIALS INDEX FUND
Shares1.0K
Event2026-03-31
Filed2026-05-12
LYV
0.00%LIVE NATION ENTERTAINMENT INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
MET
-1.00%METLIFE INC COM
Shares3.2K
Event2026-03-31
Filed2026-05-12
PICK
NewISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
Shares4.1K
Event2026-03-31
Filed2026-05-12
XEL
0.99%XCEL ENERGY INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-12
BA
-5.25%BOEING CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
ISRG
-3.08%INTUITIVE SURGICAL INC COM NEW
Shares472
Event2026-03-31
Filed2026-05-12
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
REGL
0.00%PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
Shares2.5K
Event2026-03-31
Filed2026-05-12
CMI
2.05%CUMMINS INC COM
Shares399
Event2026-03-31
Filed2026-05-12
DELL
-0.15%DELL TECHNOLOGIES INC CL C
Shares1.3K
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY LTD REG SHS
-2.03%TE CONNECTIVITY LTD REG SHS
Shares1.0K
Event2026-03-31
Filed2026-05-12
LPLA
-0.57%LPL FINL HLDGS INC COM
Shares698
Event2026-03-31
Filed2026-05-12
NTRA
0.48%NATERA INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-12
OTIS
2.75%OTIS WORLDWIDE CORP COM
Shares2.7K
Event2026-03-31
Filed2026-05-12
MKL
0.00%MARKEL CORP COM
Shares108
Event2026-03-31
Filed2026-05-12
SNPS
0.00%SYNOPSYS INC COM
Shares518
Event2026-03-31
Filed2026-05-12
RIO
0.00%RIO TINTO PLC SPONSORED ADR
Shares2.2K
Event2026-03-31
Filed2026-05-12
HUBBELL INC COM
-2.60%HUBBELL INC COM
Shares412
Event2026-03-31
Filed2026-05-12
MS
-0.73%MORGAN STANLEY COM NEW
Shares1.2K
Event2026-03-31
Filed2026-05-12
CTSH
-0.30%COGNIZANT TECHNOLOGY SOLUTIONS CL A
Shares3.3K
Event2026-03-31
Filed2026-05-12
JEPQ
0.00%J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares3.6K
Event2026-03-31
Filed2026-05-12
MPLX
0.00%MPLX LP COM UNIT REP LTD
Shares3.5K
Event2026-03-31
Filed2026-05-12
KMB
-11.01%KIMBERLY-CLARK CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
DG
-0.12%DOLLAR GEN CORP NEW COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
PAYX
3.03%PAYCHEX INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
CB
-1.16%CHUBB LIMITED COM
Shares599
Event2026-03-31
Filed2026-05-12
DFEM
-4.50%DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
Shares5.6K
Event2026-03-31
Filed2026-05-12
DNL
0.00%WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND
Shares4.9K
Event2026-03-31
Filed2026-05-12
AMT
3.13%AMERICAN TOWER CORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
ZBH
-0.48%ZIMMER BIOMET HOLDINGS INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
HDV
-17.57%ISHARES CORE HIGH DIVIDEND ETF
Shares1.4K
Event2026-03-31
Filed2026-05-12
KMI
0.00%KINDER MORGAN INC DEL COM
Shares5.5K
Event2026-03-31
Filed2026-05-12
CTVA
0.00%CORTEVA INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-12
SPHQ
0.00%INVESCO S&P 500 QUALITY ETF
Shares2.5K
Event2026-03-31
Filed2026-05-12
DNP
0.00%DNP SELECT INCOME FD INC COM
Shares17.5K
Event2026-03-31
Filed2026-05-12
L
0.00%LOEWS CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
QQQM
0.00%INVESCO NASDAQ 100 ETF
Shares749
Event2026-03-31
Filed2026-05-12
NOC
-10.42%NORTHROP GRUMMAN CORP COM
Shares258
Event2026-03-31
Filed2026-05-12
EFAV
0.00%ISHARES MSCI EAFE MIN VOL FACTOR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
PNQI
-11.70%INVESCO NASDAQ INTERNET ETF
Shares3.9K
Event2026-03-31
Filed2026-05-12
CLH
0.00%CLEAN HARBORS INC COM
Shares600
Event2026-03-31
Filed2026-05-12
WSM
0.00%WILLIAMS SONOMA INC COM
Shares940
Event2026-03-31
Filed2026-05-12
BDX
-15.79%BECTON DICKINSON & CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
TGT
-9.77%TARGET CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
PFF
-8.09%ISHARES PREFERRED AND INCOME SECURITIES ETF
Shares5.5K
Event2026-03-31
Filed2026-05-12
ISTB
0.00%ISHARES CORE 1-5 YEAR USD BOND ETF
Shares3.5K
Event2026-03-31
Filed2026-05-12
PGR
-3.99%PROGRESSIVE CORP COM
Shares842
Event2026-03-31
Filed2026-05-12
FAST
-20.96%FASTENAL CO COM
Shares3.6K
Event2026-03-31
Filed2026-05-12
FRDM
0.00%FREEDOM 100 EMERGING MARKETS ETF
Shares3.0K
Event2026-03-31
Filed2026-05-12
ROP
1.33%ROPER TECHNOLOGIES INC COM
Shares458
Event2026-03-31
Filed2026-05-12
VIS
0.00%VANGUARD INDUSTRIALS INDEX FUND
Shares518
Event2026-03-31
Filed2026-05-12
JBHT
0.00%HUNT J B TRANS SVCS INC COM
Shares763
Event2026-03-31
Filed2026-05-12
ITW
-5.92%ILLINOIS TOOL WKS INC COM
Shares620
Event2026-03-31
Filed2026-05-12
SYY
198.02%SYSCO CORP COM
Shares2.3K
Event2026-03-31
Filed2026-05-12
MOO
0.00%VANECK VECTORS AGRIBUSINESS ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
STZ
0.00%CONSTELLATION BRANDS INC CL A
Shares1.1K
Event2026-03-31
Filed2026-05-12
DHI
22.78%D R HORTON INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-12
EMR
-21.45%EMERSON ELEC CO COM
Shares1.2K
Event2026-03-31
Filed2026-05-12
PYPL
-1.18%PAYPAL HLDGS INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-12
TSCO
-0.31%TRACTOR SUPPLY CO COM
Shares3.5K
Event2026-03-31
Filed2026-05-12
IWY
0.00%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares636
Event2026-03-31
Filed2026-05-12
CMS
-0.15%CMS ENERGY CORP COM
Shares2.0K
Event2026-03-31
Filed2026-05-12
BR
-8.47%BROADRIDGE FINL SOLUTIONS INC COM
Shares973
Event2026-03-31
Filed2026-05-12
SLB
-21.04%SLB LIMITED COM STK
Shares3.1K
Event2026-03-31
Filed2026-05-12
VDC
0.00%VANGUARD CONSUMER STAPLES INDEX FUND
Shares700
Event2026-03-31
Filed2026-05-12
SPYV
0.00%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares2.8K
Event2026-03-31
Filed2026-05-12
FBNC
0.00%FIRST BANCORP N C COM
Shares2.7K
Event2026-03-31
Filed2026-05-12
EXP
0.00%EAGLE MATLS INC COM
Shares814
Event2026-03-31
Filed2026-05-12
AME
0.86%AMETEK INC COM
Shares707
Event2026-03-31
Filed2026-05-12
CRWD
12.65%CROWDSTRIKE HLDGS INC CL A
Shares383
Event2026-03-31
Filed2026-05-12
VBK
0.00%VANGUARD SMALL-CAP GROWTH INDEX FUND
Shares515
Event2026-03-31
Filed2026-05-12
SPYD
11.50%STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
Shares3.3K
Event2026-03-31
Filed2026-05-12
IGHG
NewPROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED
Shares1.9K
Event2026-03-31
Filed2026-05-12
ADM
0.00%ARCHER DANIELS MIDLAND CO COM
Shares2.0K
Event2026-03-31
Filed2026-05-12
KR
14.12%KROGER CO COM
Shares2.0K
Event2026-03-31
Filed2026-05-12
XLV
-31.18%HEALTH CARE SELECT SECTOR SPDR FUND
Shares991
Event2026-03-31
Filed2026-05-12
VLO
2.66%VALERO ENERGY CORP COM
Shares578
Event2026-03-31
Filed2026-05-12
OCIO
12.45%CLEARSHARES OCIO ETF
Shares4.2K
Event2026-03-31
Filed2026-05-12
VIGI
0.00%VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
Shares1.6K
Event2026-03-31
Filed2026-05-12
ATLANTA BRAVES HLDGS INC COM SER A
0.00%ATLANTA BRAVES HLDGS INC COM SER A
Shares3.0K
Event2026-03-31
Filed2026-05-12
VV
0.00%VANGUARD LARGE-CAP INDEX FUND
Shares472
Event2026-03-31
Filed2026-05-12
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares5.7K
Event2026-03-31
Filed2026-05-12
VYMI
13.61%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares1.5K
Event2026-03-31
Filed2026-05-12
SRV
0.00%NXG CUSHING MIDSTREAM ENERGY COM NEW
Shares3.1K
Event2026-03-31
Filed2026-05-12
ETR
-25.33%ENTERGY CORP NEW COM
Shares1.2K
Event2026-03-31
Filed2026-05-12
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares657
Event2026-03-31
Filed2026-05-12
SBAC
59.13%SBA COMMUNICATIONS CORP CL A
Shares802
Event2026-03-31
Filed2026-05-12
TMUS
-8.31%T-MOBILE US INC COM
Shares651
Event2026-03-31
Filed2026-05-12
TROW
-1.75%PRICE T ROWE GROUP INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
TDIV
-5.78%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares1.5K
Event2026-03-31
Filed2026-05-12
WSO
14.37%WATSCO INC COM
Shares374
Event2026-03-31
Filed2026-05-12
RJF
0.00%RAYMOND JAMES FINL INC COM
Shares939
Event2026-03-31
Filed2026-05-12
DOV
0.00%DOVER CORP COM
Shares652
Event2026-03-31
Filed2026-05-12
IBIT
0.00%ISHARES BITCOIN TRUST REGISTERED
Shares3.5K
Event2026-03-31
Filed2026-05-12
WTM
0.00%WHITE MTNS INS GROUP LTD COM
Shares61
Event2026-03-31
Filed2026-05-12
IWX
0.00%ISHARES RUSSELL TOP 200 VALUE ETF
Shares1.4K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC SPONSORED ADR
-50.86%ASTRAZENECA PLC SPONSORED ADR
Shares684
Event2026-03-31
Filed2026-05-12
BP
-3.81%BP PLC SPONSORED ADR
Shares2.8K
Event2026-03-31
Filed2026-05-12
GLTR
7.13%ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES ETF
Shares601
Event2026-03-31
Filed2026-05-12
INTC
0.41%INTEL CORP COM
Shares3.0K
Event2026-03-31
Filed2026-05-12
BSV
31.22%VANGUARD SHORT-TERM BOND INDEX FUND
Shares1.7K
Event2026-03-31
Filed2026-05-12
IUSB
0.00%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares2.8K
Event2026-03-31
Filed2026-05-12
MBB
-8.91%ISHARES MBS ETF
Shares1.4K
Event2026-03-31
Filed2026-05-12
VFH
0.00%VANGUARD FINANCIALS ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
MSI
204.12%MOTOROLA SOLUTIONS INC COM NEW
Shares295
Event2026-03-31
Filed2026-05-12
MAIN
0.00%MAIN STR CAP CORP COM
Shares2.4K
Event2026-03-31
Filed2026-05-12
EOI
0.00%EATON VANCE ENHANCED EQUITY IN COM
Shares7.0K
Event2026-03-31
Filed2026-05-12
WELL
-31.88%WELLTOWER INC COM
Shares639
Event2026-03-31
Filed2026-05-12
CENCORA INC COM
0.00%CENCORA INC COM
Shares402
Event2026-03-31
Filed2026-05-12
MGRC
0.00%MCGRATH RENTCORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
MLM
-10.73%MARTIN MARIETTA MATLS INC COM
Shares208
Event2026-03-31
Filed2026-05-12
SOR
1.30%SOURCE CAPITAL COM SHS OF BEN I
Shares2.6K
Event2026-03-31
Filed2026-05-12
SNY
-3.71%SANOFI SPONSORED ADR
Shares2.5K
Event2026-03-31
Filed2026-05-12
RING
0.00%ISHARES MSCI GLOBAL GOLD MINERS ETF
Shares1.5K
Event2026-03-31
Filed2026-05-12
FI
-1.89%FISERV INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
VTEL
-22.24%VANGUARD LONG-TERM TAX-EXEMPT BOND ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
HEGD
-17.93%SWAN HEDGED EQUITY US LARGE CAP ETF
Shares4.8K
Event2026-03-31
Filed2026-05-12
CHKP
0.00%CHECK POINT SOFTWARE TECH LTD ORD
Shares828
Event2026-03-31
Filed2026-05-12
CROWN CASTLE INTL CORP NEW COM
-24.07%CROWN CASTLE INTL CORP NEW COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
IGM
0.00%ISHARES EXPANDED TECH SECTOR ETF
Shares990
Event2026-03-31
Filed2026-05-12
PFFV
NewGLOBAL X VARIABLE RATE PREFERRED ETF
Shares5.3K
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
SCHE
0.00%SCHWAB EMERGING MARKETS EQUITY ETF
Shares3.5K
Event2026-03-31
Filed2026-05-12
COF
3.81%CAPITAL ONE FINL CORP COM
Shares627
Event2026-03-31
Filed2026-05-12
NFJ
0.00%VIRTUS DIVIDEND INTEREST & PR COM
Shares8.9K
Event2026-03-31
Filed2026-05-12
IGSB
-1.09%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares2.2K
Event2026-03-31
Filed2026-05-12
AMD
-2.09%ADVANCED MICRO DEVICES INC COM
Shares561
Event2026-03-31
Filed2026-05-12
BTT
0.00%BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
Shares5.0K
Event2026-03-31
Filed2026-05-12
DES
-2.62%WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
Shares3.2K
Event2026-03-31
Filed2026-05-12
DFAI
0.00%DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
Shares2.9K
Event2026-03-31
Filed2026-05-12
KLAC
-7.41%KLA CORP COM NEW
Shares75
Event2026-03-31
Filed2026-05-12
MDLZ
38.52%MONDELEZ INTL INC CL A
Shares1.9K
Event2026-03-31
Filed2026-05-12
PLD
3.75%PROLOGIS INC. COM
Shares831
Event2026-03-31
Filed2026-05-12
GSLC
0.00%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares874
Event2026-03-31
Filed2026-05-12
QUAL
0.00%ISHARES MSCI USA QUALITY FACTOR ETF
Shares570
Event2026-03-31
Filed2026-05-12
WTRG
0.00%ESSENTIAL UTILS INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-12
RELX
0.00%RELX PLC SPONSORED ADR
Shares3.1K
Event2026-03-31
Filed2026-05-12
BNS
-25.00%BANK NOVA SCOTIA B C COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
DON
-2.66%WISDOMTREE U.S. MIDCAP DIVIDEND FUND
Shares2.0K
Event2026-03-31
Filed2026-05-12
HYGW
952.69%ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF
Shares3.5K
Event2026-03-31
Filed2026-05-12
USIG
1.10%ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
Shares2.0K
Event2026-03-31
Filed2026-05-12
IDV
55.76%ISHARES INTERNATIONAL SELECT DIVIDEND ETF
Shares2.4K
Event2026-03-31
Filed2026-05-12
BOND
0.00%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares1.1K
Event2026-03-31
Filed2026-05-12
CINF
0.00%CINCINNATI FINL CORP COM
Shares639
Event2026-03-31
Filed2026-05-12
USB
-3.36%US BANCORP DEL COM NEW
Shares1.9K
Event2026-03-31
Filed2026-05-12
MMC
2.86%MARSH & MCLENNAN COS INC COM
Shares576
Event2026-03-31
Filed2026-05-12
SHEL
-16.60%ROYAL DUTCH SHELL PLC SPONS ADR A
Shares1.1K
Event2026-03-31
Filed2026-05-12
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
0.00%BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
Shares2.5K
Event2026-03-31
Filed2026-05-12
PYLD
0.00%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares3.8K
Event2026-03-31
Filed2026-05-12
IVOO
0.00%VANGUARD S&P MID-CAP 400 ETF
Shares880
Event2026-03-31
Filed2026-05-12
CVS
3.84%CVS HEALTH CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
CIEN
4.22%CIENA CORP COM NEW
Shares247
Event2026-03-31
Filed2026-05-12
RQI
33.63%COHEN & STEERS QUALITY INCOME COM
Shares8.0K
Event2026-03-31
Filed2026-05-12
GILD
-22.02%GILEAD SCIENCES INC COM
Shares673
Event2026-03-31
Filed2026-05-12
SHYG
-5.17%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares2.2K
Event2026-03-31
Filed2026-05-12
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-12
ILF
NewISHARES LATIN AMERICA 40 ETF
Shares2.6K
Event2026-03-31
Filed2026-05-12
SBUX
-4.53%STARBUCKS CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-12
PWR
5.10%QUANTA SVCS INC COM
Shares165
Event2026-03-31
Filed2026-05-12
XLP
0.00%CONSUMER STAPLES SELECT SECTOR SPDR FUND
Shares1.1K
Event2026-03-31
Filed2026-05-12
FLTR
0.00%VANECK IG FLOATING RATE ETF
Shares3.5K
Event2026-03-31
Filed2026-05-12
IMKTA
0.00%INGLES MKTS INC CL A
Shares1.0K
Event2026-03-31
Filed2026-05-12
ECG
0.00%EVERUS CONSTR GROUP COM
Shares750
Event2026-03-31
Filed2026-05-12
IWB
-8.55%ISHARES RUSSELL 1000 ETF
Shares246
Event2026-03-31
Filed2026-05-12
ICE
-13.62%INTERCONTINENTAL EXCHANGE INC COM
Shares552
Event2026-03-31
Filed2026-05-12
MU
-13.27%MICRON TECHNOLOGY INC COM
Shares255
Event2026-03-31
Filed2026-05-12
DEO
-13.54%DIAGEO PLC SPON ADR NEW
Shares1.2K
Event2026-03-31
Filed2026-05-12
SLV
0.00%ISHARES SILVER TRUST
Shares1.2K
Event2026-03-31
Filed2026-05-12
OEF
0.00%ISHARES S&P 100 ETF
Shares264
Event2026-03-31
Filed2026-05-12
TRP
0.00%TC ENERGY CORP COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
VPU
0.00%VANGUARD UTILITIES INDEX FUND
Shares420
Event2026-03-31
Filed2026-05-12
IJJ
0.00%ISHARES S&P MID-CAP 400 VALUE ETF
Shares623
Event2026-03-31
Filed2026-05-12
FTNT
-0.40%FORTINET INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-12
VCSH
3333.33%VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
Shares1.0K
Event2026-03-31
Filed2026-05-12
GEHC
-0.78%GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
Shares1.1K
Event2026-03-31
Filed2026-05-12
GPN
0.42%GLOBAL PMTS INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-12
DPZ
0.00%DOMINOS PIZZA INC COM
Shares226
Event2026-03-31
Filed2026-05-12
PFIX
75.00%SIMPLIFY INTEREST RATE HEDGE ETF
Shares1.8K
Event2026-03-31
Filed2026-05-12
MOAT
0.00%VANECK VECTORS MORNINGSTAR WIDE MOAT ETF
Shares836
Event2026-03-31
Filed2026-05-12
TD
-37.87%TORONTO DOMINION BK ONT COM NEW
Shares863
Event2026-03-31
Filed2026-05-12
WY
8.53%WEYERHAEUSER CO MTN BE COM NEW
Shares3.3K
Event2026-03-31
Filed2026-05-12
APH
-1.25%AMPHENOL CORP CL A
Shares630
Event2026-03-31
Filed2026-05-12
LQD
0.00%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares724
Event2026-03-31
Filed2026-05-12
COHERENT CORP COM
NewCOHERENT CORP COM
Shares331
Event2026-03-31
Filed2026-05-12
HWM
0.00%HOWMET AEROSPACE INC COM
Shares338
Event2026-03-31
Filed2026-05-12
PKB
0.00%INVESCO BUILDING & CONSTRUCTION ETF
Shares793
Event2026-03-31
Filed2026-05-12
BSY
-0.14%BENTLEY SYS INC COM CL B
Shares2.1K
Event2026-03-31
Filed2026-05-12
NTAP
-45.18%NETAPP INC COM
Shares717
Event2026-03-31
Filed2026-05-12
DBMF
NewIMGP DBI MANAGED FUTURES STRATEGY ETF
Shares2.4K
Event2026-03-31
Filed2026-05-12
BIP
0.00%BROOKFIELD INFRAST PARTNERS LP LP INT UNIT
Shares2.0K
Event2026-03-31
Filed2026-05-12
TKR
0.00%TIMKEN CO COM
Shares722
Event2026-03-31
Filed2026-05-12
GMOI
0.00%GMO INTERNATIONAL VALUE ETF
Shares2.0K
Event2026-03-31
Filed2026-05-12
CNC
-4.58%CENTENE CORP DEL COM
Shares2.2K
Event2026-03-31
Filed2026-05-12
ZBRA
33.59%ZEBRA TECHNOLOGIES CORPORATION CL A
Shares342
Event2026-03-31
Filed2026-05-12
UHAL.B
0.13%U HAUL HOLDING COMPANY COM SER N
Shares1.6K
Event2026-03-31
Filed2026-05-12
VNT
0.00%VONTIER CORPORATION COM
Shares2.0K
Event2026-03-31
Filed2026-05-12
RYN
0.00%RAYONIER INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-12
MFC
0.00%MANULIFE FINL CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
FE
0.87%FIRSTENERGY CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
QNITY ELECTRONICS INC COMMON STOCK
-7.98%QNITY ELECTRONICS INC COMMON STOCK
Shares611
Event2026-03-31
Filed2026-05-12
TFPN
5.47%BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF
Shares2.5K
Event2026-03-31
Filed2026-05-12
IDU
0.00%ISHARES U.S. UTILITIES ETF
Shares600
Event2026-03-31
Filed2026-05-12
COWG
0.00%PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
Shares2.1K
Event2026-03-31
Filed2026-05-12
XYL
0.35%XYLEM INC COM
Shares573
Event2026-03-31
Filed2026-05-12
FSTA
0.00%FIDELITY MSCI CONSUMER STAPLES INDEX ETF
Shares1.3K
Event2026-03-31
Filed2026-05-12
CTRA
-52.76%COTERRA ENERGY INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-12
FCX
22.95%FREEPORT-MCMORAN INC CL B
Shares1.1K
Event2026-03-31
Filed2026-05-12
SFST
0.00%SOUTHERN FIRST BANCSHARES COM
Shares1.2K
Event2026-03-31
Filed2026-05-12
EXPE
0.71%EXPEDIA GROUP INC COM NEW
Shares284
Event2026-03-31
Filed2026-05-12
MINT
0.00%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares645
Event2026-03-31
Filed2026-05-12
DAR
4.70%DARLING INGREDIENTS INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-12
IR
0.00%INGERSOLL RAND INC COM
Shares804
Event2026-03-31
Filed2026-05-12
FHLC
0.00%FIDELITY MSCI HEALTH CARE INDEX ETF
Shares896
Event2026-03-31
Filed2026-05-12
IEF
-7.99%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares656
Event2026-03-31
Filed2026-05-12
THOMSON REUTERS CORP. COM NEW
0.00%THOMSON REUTERS CORP. COM NEW
Shares686
Event2026-03-31
Filed2026-05-12
FTEC
0.00%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares300
Event2026-03-31
Filed2026-05-12
CGCB
0.00%CAPITAL GROUP CORE BOND ETF
Shares2.4K
Event2026-03-31
Filed2026-05-12
MDU
0.00%MDU RES GROUP INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-12
DUPONT DE NEMOURS INC COM
0.22%DUPONT DE NEMOURS INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
CPRT
-3.48%COPART INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-12
IYM
0.00%ISHARES U.S. BASIC MATERIALS ETF
Shares350
Event2026-03-31
Filed2026-05-12
IXUS
-16.03%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares707
Event2026-03-31
Filed2026-05-12
KNF
0.00%KNIFE RIVER CORP COMMON STOCK
Shares750
Event2026-03-31
Filed2026-05-12
FREL
0.00%FIDELITY MSCI REAL ESTATE INDEX ETF
Shares2.2K
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