Sponsored
The Analysis of Confluence Wealth Services, Inc.'s Holdings & P&L
Currently, Confluence Wealth Services, Inc. holds 365 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in JCPB (+390.5K shares, valued at $18.4M), PYLD (+627.0K shares, valued at $16.4M), JEPI (+241.8K shares, valued at $13.7M); decreased their positions in N/A (-11.2K shares, valued at $2.1M), PNC (-9.5K shares, valued at $2.0M), N/A (-11.8K shares, valued at $1.0M); initiated new positions in LHX (+1.1K shares, valued at $384.9K), MTB (+1.3K shares, valued at $273.1K), HAL (+5.7K shares, valued at $222.0K).
1M P&L
-384.1M-12.48%
3M P&L
-384.8M-12.50%
HY P&L
-221.0M-7.58%
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/A2.0B
81.2%
2Consumer Electronics42.3M
1.7%
3Oil & Gas Integrated40.3M
1.6%
Top Industries by Stock Count
1N/A123 stocks
36.7%
2Semiconductors11 stocks
3.3%
3Utilities - Regulated Electric11 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
VANGUARD WELLINGTON U S ACTIVE VALUE ETF VANGUARD WELLINGTON U S ACTIVE VALUE ETF433.2K shares8.62%2026-03-312026-05-07
Sponsored
Sponsored
ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A44.3K shares21.72%2026-03-312026-05-07
Sponsored
ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C28.7K shares1.25%2026-03-312026-05-07
Sponsored
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW14.1K shares0.95%2026-03-312026-05-07
Sponsored
CGMS CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF222.6K shares-3.08%2026-03-312026-05-07
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF23.3K shares-32.38%2026-03-312026-05-07
Sponsored
EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)10.6K shares-2.04%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
DUKE ENERGY CORPORATION NEW COM NEW DUKE ENERGY CORPORATION NEW COM NEW14.6K shares2.13%2026-03-312026-05-07
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW3.1K shares-7.07%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)5.5K shares10.48%2026-03-312026-05-07
Sponsored
BARRICK MINING CORPORATION COM SHS (CANADA) BARRICK MINING CORPORATION COM SHS (CANADA)26.3K shares0.00%2026-03-312026-05-07
Sponsored
Sponsored
QNITY ELECTRONICS INCORPORATED COMMON STOCK QNITY ELECTRONICS INCORPORATED COMMON STOCK7.5K shares-1.13%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
LAM RESEARCH CORPORATION COM NEW LAM RESEARCH CORPORATION COM NEW1.9K shares-2.02%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
TE CONNECTIVITY PLC ORD SHS (IRELAND) TE CONNECTIVITY PLC ORD SHS (IRELAND)1.6K shares0.00%2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
ARISTA NETWORKS INCORPORATED COM SHS ARISTA NETWORKS INCORPORATED COM SHS2.0K shares-5.76%2026-03-312026-05-07
Sponsored
Sponsored
CAPITAL GROUP U.S. LARGE VALUE ETF CAPITAL GROUP U.S. LARGE VALUE ETF8.3K shares9.37%2026-03-312026-05-07
Sponsored
Sponsored
CGDV
4.40%CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
Shares6.0M
Event2026-03-31
Filed2026-05-07
VIG
5.89%VANGUARD DIVIDEND APPRECIATION ETF
Shares816.9K
Event2026-03-31
Filed2026-05-07
IWF
5.48%ISHARES TR RUS 1000 GRW ETF
Shares317.7K
Event2026-03-31
Filed2026-05-07
JEPI
11.44%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares2.4M
Event2026-03-31
Filed2026-05-07
VYMI
1.57%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares1.4M
Event2026-03-31
Filed2026-05-07
DFIV
2.70%DIMENSIONAL INTERNATIONAL VALUE ETF
Shares1.8M
Event2026-03-31
Filed2026-05-07
JCPB
27.12%JPMORGAN CORE PLUS BOND ETF
Shares1.8M
Event2026-03-31
Filed2026-05-07
PYLD
26.58%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares3.0M
Event2026-03-31
Filed2026-05-07
DFAS
3.67%DIMENSIONAL U.S. SMALL CAP ETF
Shares1.0M
Event2026-03-31
Filed2026-05-07
CGDG
4.73%CAPITAL GROUP DIVID GROWERS ETF
Shares2.1M
Event2026-03-31
Filed2026-05-07
DGRO
0.78%ISHARES TR CORE DIV GRWTH
Shares1.1M
Event2026-03-31
Filed2026-05-07
EFA
2.52%ISHARES TR MSCI EAFE ETF
Shares638.2K
Event2026-03-31
Filed2026-05-07
DFAX
-0.67%DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
Shares1.8M
Event2026-03-31
Filed2026-05-07
CGXU
7.39%CAPITAL GROUP INTL FOCUS SHS CREATION UNIT
Shares2.0M
Event2026-03-31
Filed2026-05-07
CGGR
5.83%CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
Shares1.2M
Event2026-03-31
Filed2026-05-07
AAPL
-0.29%APPLE INCORPORATED
Shares166.8K
Event2026-03-31
Filed2026-05-07
CGCP
14.45%CAPITAL GROUP FIXED INCOME ETF
Shares1.7M
Event2026-03-31
Filed2026-05-07
XOM
77.16%EXXON MOBIL CORPORATION
Shares184.4K
Event2026-03-31
Filed2026-05-07
CGMU
0.03%CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF
Shares1.1M
Event2026-03-31
Filed2026-05-07
DFAT
7.19%DIMENSIONAL U.S. TARGETED VALUE ETF
Shares457.0K
Event2026-03-31
Filed2026-05-07
MFSB
59.28%MFS ACTIVE CORE PLUS BOND ETF
Shares1.1M
Event2026-03-31
Filed2026-05-07
VANGUARD WELLINGTON U S ACTIVE VALUE ETF
8.62%VANGUARD WELLINGTON U S ACTIVE VALUE ETF
Shares433.2K
Event2026-03-31
Filed2026-05-07
JPIE
21.35%JPMORGAN INCOME ETF
Shares555.8K
Event2026-03-31
Filed2026-05-07
MSFT
9.36%MICROSOFT CORPORATION
Shares64.3K
Event2026-03-31
Filed2026-05-07
NVDA
14.64%NVIDIA CORPORATION
Shares118.6K
Event2026-03-31
Filed2026-05-07
IWO
8.43%ISHARES TR RUS 2000 GRW ETF
Shares64.5K
Event2026-03-31
Filed2026-05-07
VCRM
23.51%VANGUARD CORE TAX-EXEMPT BD ETF
Shares269.4K
Event2026-03-31
Filed2026-05-07
CGBL
8.08%CAPITAL GROUP CORE BALANCED ETF
Shares532.4K
Event2026-03-31
Filed2026-05-07
DFUV
3.71%DIMENSIONAL US MARKETWIDE VALUE ETF
Shares371.3K
Event2026-03-31
Filed2026-05-07
CGHM
-4.05%CAPITAL GROUP MUNI HIGH-INCOME ETF
Shares670.6K
Event2026-03-31
Filed2026-05-07
CGNG
13.03%CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
Shares512.9K
Event2026-03-31
Filed2026-05-07
DFAE
4.08%DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
Shares466.9K
Event2026-03-31
Filed2026-05-07
JAVA
6.60%J P MORGAN ETF ACTIVE VALUE ETF
Shares213.2K
Event2026-03-31
Filed2026-05-07
JPM
5.96%JPMORGAN CHASE & COMPANY
Shares49.0K
Event2026-03-31
Filed2026-05-07
BROADCOM INCORPORATED
2.13%BROADCOM INCORPORATED
Shares44.0K
Event2026-03-31
Filed2026-05-07
ALPHABET INCORPORATED CAP STK CLASS A
21.72%ALPHABET INCORPORATED CAP STK CLASS A
Shares44.3K
Event2026-03-31
Filed2026-05-07
IGRO
5.31%ISHARES TR INTL DIV GRWTH
Shares143.3K
Event2026-03-31
Filed2026-05-07
VTI
-0.03%VANGUARD TOTAL STOCK MARKET ETF
Shares35.0K
Event2026-03-31
Filed2026-05-07
WMT
21.57%WALMART INCORPORATED
Shares87.8K
Event2026-03-31
Filed2026-05-07
MUB
8.80%ISHARES TR NATIONAL MUN ETF
Shares100.0K
Event2026-03-31
Filed2026-05-07
CGCV
31.28%CAPITAL GROUP CONSERVATIVE EQUITY ETF
Shares350.6K
Event2026-03-31
Filed2026-05-07
JNJ
8.69%JOHNSON & JOHNSON
Shares42.1K
Event2026-03-31
Filed2026-05-07
LLY
11.24%ELI LILLY & COMPANY
Shares11.0K
Event2026-03-31
Filed2026-05-07
V
3.91%VISA INCORPORATED COM CLASS A
Shares28.4K
Event2026-03-31
Filed2026-05-07
ALPHABET INCORPORATED CAP STK CLASS C
1.25%ALPHABET INCORPORATED CAP STK CLASS C
Shares28.7K
Event2026-03-31
Filed2026-05-07
CVX
-3.21%CHEVRON CORPORATION
Shares39.1K
Event2026-03-31
Filed2026-05-07
IVV
-2.02%ISHARES TR CORE S&P500 ETF
Shares11.8K
Event2026-03-31
Filed2026-05-07
IWD
-0.05%ISHARES TR RUS 1000 VAL ETF
Shares34.9K
Event2026-03-31
Filed2026-05-07
CSCO
14.63%CISCO SYSTEMS INCORPORATED
Shares93.8K
Event2026-03-31
Filed2026-05-07
GLD
-0.87%SPDR GOLD SHARES
Shares16.6K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
0.95%BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Shares14.1K
Event2026-03-31
Filed2026-05-07
AMZN
20.85%AMAZON COM INCORPORATED
Shares31.9K
Event2026-03-31
Filed2026-05-07
COST
8.82%COSTCO WHOLESALE CORPORATION
Shares6.7K
Event2026-03-31
Filed2026-05-07
CGGO
8.01%CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
Shares198.8K
Event2026-03-31
Filed2026-05-07
CGIC
28.66%CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF
Shares199.7K
Event2026-03-31
Filed2026-05-07
MPC
3.91%MARATHON PETE CORPORATION
Shares26.2K
Event2026-03-31
Filed2026-05-07
IEFA
0.47%ISHARES TR CORE MSCI EAFE
Shares68.8K
Event2026-03-31
Filed2026-05-07
ABBV
16.53%ABBVIE INCORPORATED
Shares28.0K
Event2026-03-31
Filed2026-05-07
CGMS
-3.08%CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF
Shares222.6K
Event2026-03-31
Filed2026-05-07
PG
28.15%PROCTER & GAMBLE COMPANY
Shares41.0K
Event2026-03-31
Filed2026-05-07
EEM
1.06%ISHARES TR MSCI EMG MKT ETF
Shares100.7K
Event2026-03-31
Filed2026-05-07
DE
45.22%DEERE & COMPANY
Shares9.9K
Event2026-03-31
Filed2026-05-07
MERCK & COMPANY INCORPORATED
2.34%MERCK & COMPANY INCORPORATED
Shares44.2K
Event2026-03-31
Filed2026-05-07
CB
15.47%CHUBB LIMITED SWITZ (SWITZERLAND)
Shares15.7K
Event2026-03-31
Filed2026-05-07
HD
8.25%HOME DEPOT INCORPORATED
Shares15.3K
Event2026-03-31
Filed2026-05-07
CAT
13.50%CATERPILLAR INCORPORATED
Shares6.9K
Event2026-03-31
Filed2026-05-07
PEP
22.02%PEPSICO INCORPORATED
Shares31.3K
Event2026-03-31
Filed2026-05-07
COP
4.34%CONOCOPHILLIPS
Shares35.3K
Event2026-03-31
Filed2026-05-07
NEE
19.91%NEXTERA ENERGY INCORPORATED
Shares48.7K
Event2026-03-31
Filed2026-05-07
INVESCO S&P 500 EQUAL WEIGHT ETF
-32.38%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares23.3K
Event2026-03-31
Filed2026-05-07
CGIE
0.00%CAPITAL GROUP INTL EQUITY ETF
Shares128.8K
Event2026-03-31
Filed2026-05-07
ORCL
53.40%ORACLE CORPORATION
Shares28.8K
Event2026-03-31
Filed2026-05-07
ET
0.84%ENERGY TRANSFER L P COM UT LTD PTN
Shares218.2K
Event2026-03-31
Filed2026-05-07
IBM
4.96%INTERNATIONAL BUSINESS MACHINES
Shares16.3K
Event2026-03-31
Filed2026-05-07
MCD
20.74%MCDONALDS CORPORATION
Shares12.4K
Event2026-03-31
Filed2026-05-07
EATON CORPORATION PLC SHS (IRELAND)
-2.04%EATON CORPORATION PLC SHS (IRELAND)
Shares10.6K
Event2026-03-31
Filed2026-05-07
VYM
-0.06%VANGUARD HIGH DIVIDEND YIELD ETF
Shares24.7K
Event2026-03-31
Filed2026-05-07
ABT
11.36%ABBOTT LABORATORIES
Shares35.4K
Event2026-03-31
Filed2026-05-07
PM
14.73%PHILIP MORRIS INTERNATIONAL INCORPORATED
Shares20.4K
Event2026-03-31
Filed2026-05-07
UNP
28.67%UNION PAC CORPORATION
Shares13.6K
Event2026-03-31
Filed2026-05-07
SPY
13.05%STATE STREET SPDR S&P 500 ETF TRUST
Shares5.0K
Event2026-03-31
Filed2026-05-07
KLAC
0.00%KLA CORPORATION COM NEW
Shares2.2K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TRUST
-1.75%INVESCO QQQ TRUST
Shares5.4K
Event2026-03-31
Filed2026-05-07
MO
-1.13%ALTRIA GROUP INCORPORATED
Shares47.1K
Event2026-03-31
Filed2026-05-07
PNC
-39.66%PNC FINL SVCS GROUP INCORPORATED
Shares14.4K
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TR ISHARES NEW
-26.20%ISHARES GOLD TR ISHARES NEW
Shares33.2K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE COM NEW
18.87%GE AEROSPACE COM NEW
Shares10.0K
Event2026-03-31
Filed2026-05-07
CWB
4.84%STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares30.4K
Event2026-03-31
Filed2026-05-07
MCK
-2.74%MCKESSON CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-05-07
SUB
2.40%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares24.8K
Event2026-03-31
Filed2026-05-07
VXUS
0.18%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares34.3K
Event2026-03-31
Filed2026-05-07
META
3.46%META PLATFORMS INCORPORATED CLASS A
Shares4.6K
Event2026-03-31
Filed2026-05-07
JVAL
0.20%JPMORGAN U.S. VALUE FACTOR ETF
Shares52.1K
Event2026-03-31
Filed2026-05-07
ADI
38.19%ANALOG DEVICES INCORPORATED
Shares7.9K
Event2026-03-31
Filed2026-05-07
RTX
21.83%RTX CORPORATION
Shares12.8K
Event2026-03-31
Filed2026-05-07
WM
1.40%WASTE MGMT INCORPORATED DEL
Shares10.7K
Event2026-03-31
Filed2026-05-07
VZ
0.20%VERIZON COMMUNICATIONS INCORPORATED
Shares48.3K
Event2026-03-31
Filed2026-05-07
MSI
2.87%MOTOROLA SOLUTIONS INCORPORATED COM NEW
Shares5.4K
Event2026-03-31
Filed2026-05-07
TPL
2.01%TEXAS PACIFIC LAND CORPORATION
Shares4.9K
Event2026-03-31
Filed2026-05-07
AXP
6.94%AMERICAN EXPRESS COMPANY
Shares7.7K
Event2026-03-31
Filed2026-05-07
MA
-2.04%MASTERCARD INCORPORATED CLASS A
Shares4.7K
Event2026-03-31
Filed2026-05-07
TMO
9.32%THERMO FISHER SCIENTIFIC INCORPORATED
Shares4.7K
Event2026-03-31
Filed2026-05-07
NFLX
21.81%NETFLIX INCORPORATED.
Shares24.0K
Event2026-03-31
Filed2026-05-07
IJH
-0.31%ISHARES TR CORE S&P MCP ETF
Shares34.0K
Event2026-03-31
Filed2026-05-07
DKS
0.00%DICKS SPORTING GOODS INCORPORATED
Shares11.2K
Event2026-03-31
Filed2026-05-07
JPST
24.75%JPMORGAN ULTRA-SHORT INCOME ETF
Shares43.8K
Event2026-03-31
Filed2026-05-07
KO
-4.23%COCA COLA COMPANY
Shares28.9K
Event2026-03-31
Filed2026-05-07
PFE
21.77%PFIZER INCORPORATED
Shares77.0K
Event2026-03-31
Filed2026-05-07
JQUA
7.91%JPMORGAN U.S. QUALITY FACTOR ETF
Shares34.4K
Event2026-03-31
Filed2026-05-07
VLO
15.24%VALERO ENERGY CORPORATION
Shares8.5K
Event2026-03-31
Filed2026-05-07
AMAT
-0.57%APPLIED MATLS INCORPORATED
Shares6.1K
Event2026-03-31
Filed2026-05-07
NYT
0.00%NEW YORK TIMES COMPANY MTN BE CLASS A
Shares25.0K
Event2026-03-31
Filed2026-05-07
CF
3.33%CF INDUSTRIES HOLD
Shares16.0K
Event2026-03-31
Filed2026-05-07
MPWR
-0.94%MONOLITHIC PWR SYSTEMS INCORPORATED
Shares1.9K
Event2026-03-31
Filed2026-05-07
AMGN
24.66%AMGEN INCORPORATED
Shares5.7K
Event2026-03-31
Filed2026-05-07
CGUS
5.65%CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT
Shares51.7K
Event2026-03-31
Filed2026-05-07
NUE
-0.42%NUCOR CORPORATION
Shares11.7K
Event2026-03-31
Filed2026-05-07
VTV
-6.01%VANGUARD VALUE ETF
Shares10.0K
Event2026-03-31
Filed2026-05-07
JEPQ
9.17%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares34.9K
Event2026-03-31
Filed2026-05-07
QCOM
53.14%QUALCOMM INCORPORATED
Shares14.9K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORPORATION NEW COM NEW
2.13%DUKE ENERGY CORPORATION NEW COM NEW
Shares14.6K
Event2026-03-31
Filed2026-05-07
FAST
5.63%FASTENAL COMPANY
Shares40.6K
Event2026-03-31
Filed2026-05-07
LOW
6.70%LOWES COMPANIES INCORPORATED
Shares8.0K
Event2026-03-31
Filed2026-05-07
CAH
-1.29%CARDINAL HEALTH INCORPORATED
Shares8.8K
Event2026-03-31
Filed2026-05-07
EOG
11.33%EOG RES INCORPORATED
Shares12.9K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-7.07%VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Shares3.1K
Event2026-03-31
Filed2026-05-07
GEV
7.32%GE VERNOVA INCORPORATED
Shares2.1K
Event2026-03-31
Filed2026-05-07
VEA
7.69%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares28.2K
Event2026-03-31
Filed2026-05-07
ALL
4.85%ALLSTATE CORPORATION
Shares8.7K
Event2026-03-31
Filed2026-05-07
VXF
0.01%VANGUARD EXTENDED MARKET ETF
Shares8.8K
Event2026-03-31
Filed2026-05-07
BK
0.45%BANK NEW YORK MELLON CORPORATION
Shares15.1K
Event2026-03-31
Filed2026-05-07
UNH
6.65%UNITEDHEALTH GROUP INCORPORATED
Shares6.5K
Event2026-03-31
Filed2026-05-07
GRMN
1.63%GARMIN LIMITED SHS (SWITZERLAND)
Shares7.5K
Event2026-03-31
Filed2026-05-07
GENERAL DYNAMICS CORPORATION
0.00%GENERAL DYNAMICS CORPORATION
Shares4.9K
Event2026-03-31
Filed2026-05-07
BALI
49.66%ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF
Shares54.5K
Event2026-03-31
Filed2026-05-07
CTAS
1.23%CINTAS CORPORATION
Shares9.9K
Event2026-03-31
Filed2026-05-07
CGCB
1.35%CAPITAL GROUP CORE BOND ETF
Shares63.3K
Event2026-03-31
Filed2026-05-07
LMT
43.80%LOCKHEED MARTIN CORPORATION
Shares2.7K
Event2026-03-31
Filed2026-05-07
T
5.68%AT&T INCORPORATED
Shares56.5K
Event2026-03-31
Filed2026-05-07
TSLA
-0.88%TESLA INCORPORATED
Shares4.4K
Event2026-03-31
Filed2026-05-07
CGNX
7.79%COGNEX CORPORATION
Shares33.0K
Event2026-03-31
Filed2026-05-07
VUG
1.42%VANGUARD GROWTH ETF
Shares3.6K
Event2026-03-31
Filed2026-05-07
VPLS
383.91%VANGUARD CORE-PLUS BOND ETF
Shares20.1K
Event2026-03-31
Filed2026-05-07
LINDE PLC SHS (IRELAND)
10.48%LINDE PLC SHS (IRELAND)
Shares3.1K
Event2026-03-31
Filed2026-05-07
O
1.69%REALTY INCOME CORPORATION REIT
Shares25.4K
Event2026-03-31
Filed2026-05-07
RF
0.16%REGIONS FINANCIAL CORPORATION NEW
Shares59.3K
Event2026-03-31
Filed2026-05-07
ADP
16.81%AUTOMATIC DATA PROCESSING INCORPORATED
Shares7.6K
Event2026-03-31
Filed2026-05-07
TT
1.03%TRANE TECHNOLOGIES PLC SHS (IRELAND)
Shares3.6K
Event2026-03-31
Filed2026-05-07
FTCS
-1.31%FIRST TRUST CAPITAL STRENGTH ETF
Shares16.3K
Event2026-03-31
Filed2026-05-07
IJR
10.77%ISHARES TR CORE S&P SCP ETF
Shares12.1K
Event2026-03-31
Filed2026-05-07
IVW
-27.27%ISHARES TR S&P 500 GRWT ETF
Shares13.1K
Event2026-03-31
Filed2026-05-07
IWM
-2.91%ISHARES TR RUSSELL 2000 ETF
Shares6.0K
Event2026-03-31
Filed2026-05-07
SNA
12.70%SNAP ON INCORPORATED
Shares4.0K
Event2026-03-31
Filed2026-05-07
SO
0.10%SOUTHERN COMPANY
Shares15.2K
Event2026-03-31
Filed2026-05-07
EMR
21.42%EMERSON ELEC COMPANY
Shares11.0K
Event2026-03-31
Filed2026-05-07
LSTR
4.97%LANDSTAR SYSTEMS INCORPORATED
Shares8.9K
Event2026-03-31
Filed2026-05-07
COHERENT CORPORATION
-1.00%COHERENT CORPORATION
Shares6.0K
Event2026-03-31
Filed2026-05-07
AFG
6.96%AMERICAN FINANCIAL GROUP INCORPORATED
Shares11.1K
Event2026-03-31
Filed2026-05-07
FNF
2.32%FIDELITY NATL FINL INCORPORATED COM SHS
Shares29.2K
Event2026-03-31
Filed2026-05-07
ZTS
12.02%ZOETIS INCORPORATED CLASS A
Shares11.4K
Event2026-03-31
Filed2026-05-07
AEP
38.09%AMERICAN ELEC PWR COMPANY INCORPORATED
Shares10.3K
Event2026-03-31
Filed2026-05-07
STBA
0.00%S & T BANCORP INCORPORATED
Shares31.8K
Event2026-03-31
Filed2026-05-07
AFL
-0.60%AFLAC INCORPORATED
Shares11.9K
Event2026-03-31
Filed2026-05-07
SYK
14.60%STRYKER CORPORATION
Shares3.9K
Event2026-03-31
Filed2026-05-07
DFAC
14.31%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares33.3K
Event2026-03-31
Filed2026-05-07
TROW
6.99%PRICE T ROWE GROUP INCORPORATED
Shares14.2K
Event2026-03-31
Filed2026-05-07
TXN
27.91%TEXAS INSTRS INCORPORATED
Shares6.5K
Event2026-03-31
Filed2026-05-07
VOYA
6.81%VOYA FINANCIAL INCORPORATED
Shares17.9K
Event2026-03-31
Filed2026-05-07
CSX
-5.50%CSX CORPORATION
Shares29.8K
Event2026-03-31
Filed2026-05-07
NKE
9.40%NIKE INCORPORATED CLASS B
Shares23.0K
Event2026-03-31
Filed2026-05-07
HON
10.28%HONEYWELL INTERNATIONAL INCORPORATED
Shares5.4K
Event2026-03-31
Filed2026-05-07
PSX
3.68%PHILLIPS 66
Shares6.6K
Event2026-03-31
Filed2026-05-07
JHG
-5.19%JANUS HENDERSON GROUP PLC ORD SHS (JERSEY)
Shares23.2K
Event2026-03-31
Filed2026-05-07
SEIC
9.74%SEI INVTS COMPANY
Shares14.7K
Event2026-03-31
Filed2026-05-07
VGT
0.06%VANGUARD INFORMATION TECHNOLOGY ETF
Shares1.6K
Event2026-03-31
Filed2026-05-07
TJX
13.51%TJX COMPANIES INCORPORATED NEW
Shares7.1K
Event2026-03-31
Filed2026-05-07
VB
18.56%VANGUARD SMALL-CAP ETF
Shares4.3K
Event2026-03-31
Filed2026-05-07
CMI
-1.41%CUMMINS INCORPORATED
Shares2.1K
Event2026-03-31
Filed2026-05-07
LEN
9.67%LENNAR CORPORATION CLASS A
Shares12.9K
Event2026-03-31
Filed2026-05-07
TMUS
21.87%T-MOBILE US INCORPORATED
Shares5.3K
Event2026-03-31
Filed2026-05-07
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
10.48%ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
Shares5.5K
Event2026-03-31
Filed2026-05-07
CRM
83.64%SALESFORCE INCORPORATED
Shares5.8K
Event2026-03-31
Filed2026-05-07
SLYG
1.87%STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
Shares11.2K
Event2026-03-31
Filed2026-05-07
SPYG
5.45%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares11.0K
Event2026-03-31
Filed2026-05-07
BARRICK MINING CORPORATION COM SHS (CANADA)
0.00%BARRICK MINING CORPORATION COM SHS (CANADA)
Shares26.3K
Event2026-03-31
Filed2026-05-07
CGSD
0.00%CAPITAL GROUP FXD INCOME ETF SHORT DURATION INCOME ETF
Shares40.8K
Event2026-03-31
Filed2026-05-07
MU
-0.64%MICRON TECHNOLOGY INCORPORATED
Shares3.1K
Event2026-03-31
Filed2026-05-07
KR
1.27%KROGER COMPANY
Shares14.5K
Event2026-03-31
Filed2026-05-07
APD
17.11%AIR PRODUCTS AND CHEMICALS INCORPORATED
Shares3.6K
Event2026-03-31
Filed2026-05-07
CL
105.18%COLGATE PALMOLIVE COMPANY
Shares12.0K
Event2026-03-31
Filed2026-05-07
ICE
3.30%INTERCONTINENTAL EXCHANGE INCORPORATED
Shares6.2K
Event2026-03-31
Filed2026-05-07
TSM
8.69%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)
Shares2.9K
Event2026-03-31
Filed2026-05-07
PRU
33.08%PRUDENTIAL FINL INCORPORATED
Shares10.0K
Event2026-03-31
Filed2026-05-07
RDVY
12.01%FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
Shares14.2K
Event2026-03-31
Filed2026-05-07
TEX
-3.90%TEREX CORPORATION NEW
Shares16.4K
Event2026-03-31
Filed2026-05-07
DIS
-8.12%DISNEY WALT COMPANY
Shares10.0K
Event2026-03-31
Filed2026-05-07
PH
19.33%PARKER-HANNIFIN CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-07
CGSM
-23.22%CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF
Shares36.1K
Event2026-03-31
Filed2026-05-07
SPYM
-7.58%STATE STREET SPDR PORTFOLIO S&P ETF
Shares12.2K
Event2026-03-31
Filed2026-05-07
ROK
111.36%ROCKWELL AUTOMATION INCORPORATED
Shares2.5K
Event2026-03-31
Filed2026-05-07
SHOP
-8.81%SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)
Shares7.6K
Event2026-03-31
Filed2026-05-07
BAC
-0.40%BANK AMERICA CORPORATION
Shares18.5K
Event2026-03-31
Filed2026-05-07
INTC
20.58%INTEL CORPORATION
Shares20.4K
Event2026-03-31
Filed2026-05-07
NSC
0.03%NORFOLK SOUTHN CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-05-07
CEG
8.13%CONSTELLATION ENERGY CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-05-07
QNITY ELECTRONICS INCORPORATED COMMON STOCK
-1.13%QNITY ELECTRONICS INCORPORATED COMMON STOCK
Shares7.5K
Event2026-03-31
Filed2026-05-07
TGT
3.64%TARGET CORPORATION
Shares7.1K
Event2026-03-31
Filed2026-05-07
SPGI
1.71%S&P GLOBAL INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-07
JLL
0.00%JONES LANG LASALLE INCORPORATED
Shares2.8K
Event2026-03-31
Filed2026-05-07
NXPI
12.65%NXP SEMICONDUCTORS N V (NETHERLANDS)
Shares4.3K
Event2026-03-31
Filed2026-05-07
CVS
27.61%CVS HEALTH CORPORATION
Shares11.7K
Event2026-03-31
Filed2026-05-07
YUM
0.11%YUM BRANDS INCORPORATED
Shares5.4K
Event2026-03-31
Filed2026-05-07
IWY
-6.49%ISHARES TR RUS TP200 GR ETF
Shares3.3K
Event2026-03-31
Filed2026-05-07
NRG
2.99%NRG ENERGY INCORPORATED COM NEW
Shares5.6K
Event2026-03-31
Filed2026-05-07
PEG
-0.66%PUBLIC SVC ENTERPRISE GROUP
Shares10.1K
Event2026-03-31
Filed2026-05-07
IEMG
1.30%ISHARES INCORPORATED CORE MSCI EMKT
Shares11.7K
Event2026-03-31
Filed2026-05-07
D
0.82%DOMINION ENERGY INCORPORATED
Shares13.1K
Event2026-03-31
Filed2026-05-07
NOBL
-0.26%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares7.6K
Event2026-03-31
Filed2026-05-07
BLACKROCK INCORPORATED
13.85%BLACKROCK INCORPORATED
Shares822
Event2026-03-31
Filed2026-05-07
MAR
24.23%MARRIOTT INTERNATIONAL INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-05-07
GDX
0.00%VANECK GOLD MINERS ETF
Shares8.4K
Event2026-03-31
Filed2026-05-07
KRYS
0.00%KRYSTAL BIOTECH INCORPORATED
Shares2.9K
Event2026-03-31
Filed2026-05-07
PPG
25.07%PPG INDUSTRIES INCORPORATED
Shares7.0K
Event2026-03-31
Filed2026-05-07
OEF
-4.10%ISHARES TR S&P 100 ETF
Shares2.3K
Event2026-03-31
Filed2026-05-07
JGRO
13.78%JP MORGAN ETF ACTIVE GROWTH ETF
Shares8.7K
Event2026-03-31
Filed2026-05-07
COF
5.66%CAPITAL ONE FINL CORPORATION
Shares4.0K
Event2026-03-31
Filed2026-05-07
DUPONT DE NEMOURS INCORPORATED
-1.08%DUPONT DE NEMOURS INCORPORATED
Shares15.8K
Event2026-03-31
Filed2026-05-07
XLK
3.20%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares5.4K
Event2026-03-31
Filed2026-05-07
FDX
-11.05%FEDEX CORPORATION
Shares2.0K
Event2026-03-31
Filed2026-05-07
ATI
-4.80%ATI INCORPORATED
Shares4.9K
Event2026-03-31
Filed2026-05-07
PPL
0.23%PPL CORPORATION
Shares18.4K
Event2026-03-31
Filed2026-05-07
EFG
0.42%ISHARES TR EAFE GRWTH ETF
Shares6.3K
Event2026-03-31
Filed2026-05-07
CRWD
4.68%CROWDSTRIKE HLDGS INCORPORATED CLASS A
Shares1.8K
Event2026-03-31
Filed2026-05-07
MCHP
-0.21%MICROCHIP TECHNOLOGY INCORPORATED.
Shares10.7K
Event2026-03-31
Filed2026-05-07
BMY
0.28%BRISTOL-MYERS SQUIBB COMPANY
Shares11.2K
Event2026-03-31
Filed2026-05-07
VLY
0.00%VALLEY NATL BANCORP
Shares55.2K
Event2026-03-31
Filed2026-05-07
TSCO
13.30%TRACTOR SUPPLY COMPANY
Shares14.9K
Event2026-03-31
Filed2026-05-07
UPS
5.16%UNITED PARCEL SVCS INCORPORATED CLASS B
Shares6.8K
Event2026-03-31
Filed2026-05-07
BDX
58.57%BECTON DICKINSON & COMPANY
Shares4.2K
Event2026-03-31
Filed2026-05-07
VSLU
-14.05%ETF OPPORTUNITIES TRUST APPLIED FINANCE VALUATION
Shares15.9K
Event2026-03-31
Filed2026-05-07
IXUS
0.17%ISHARES TR CORE MSCI TOTAL
Shares7.6K
Event2026-03-31
Filed2026-05-07
EBAY
0.00%EBAY INCORPORATED.
Shares7.2K
Event2026-03-31
Filed2026-05-07
MET
-1.13%METLIFE INCORPORATED
Shares9.1K
Event2026-03-31
Filed2026-05-07
IJK
0.00%ISHARES TR S&P MC 400GR ETF
Shares6.3K
Event2026-03-31
Filed2026-05-07
DFIC
0.09%DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Shares17.4K
Event2026-03-31
Filed2026-05-07
AMD
25.27%ADVANCED MICRO DEVICES INCORPORATED
Shares3.0K
Event2026-03-31
Filed2026-05-07
PTNQ
0.00%PACER TRENDPILOT 100 ETF
Shares8.2K
Event2026-03-31
Filed2026-05-07
ESGV
9.19%VANGUARD ESG U.S. STOCK ETF
Shares5.3K
Event2026-03-31
Filed2026-05-07
SBUX
-5.51%STARBUCKS CORPORATION
Shares6.4K
Event2026-03-31
Filed2026-05-07
MMM
35.03%3M COMPANY
Shares3.8K
Event2026-03-31
Filed2026-05-07
JCI
-3.24%JOHNSON CONTROLS INTERNATION SHS (IRELAND)
Shares4.1K
Event2026-03-31
Filed2026-05-07
INVESCO RAFI US 1000 ETF
0.06%INVESCO RAFI US 1000 ETF
Shares11.3K
Event2026-03-31
Filed2026-05-07
ITW
-50.51%ILLINOIS TOOL WKS INCORPORATED
Shares2.1K
Event2026-03-31
Filed2026-05-07
ATO
72.21%ATMOS ENERGY CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-07
WFC
0.00%WELLS FARGO & COMPANY
Shares6.6K
Event2026-03-31
Filed2026-05-07
WMB
0.12%WILLIAMS COMPANIES INCORPORATED
Shares7.2K
Event2026-03-31
Filed2026-05-07
DOW
4.65%DOW HLDGS INCORPORATED
Shares12.6K
Event2026-03-31
Filed2026-05-07
RRC
12.22%RANGE RES CORPORATION
Shares11.4K
Event2026-03-31
Filed2026-05-07
IVE
0.00%ISHARES TR S&P 500 VAL ETF
Shares2.4K
Event2026-03-31
Filed2026-05-07
WPM
-8.38%WHEATON PRECIOUS METALS CORPORATION (CANADA)
Shares3.9K
Event2026-03-31
Filed2026-05-07
CITIGROUP INCORPORATED COM NEW
-3.99%CITIGROUP INCORPORATED COM NEW
Shares4.5K
Event2026-03-31
Filed2026-05-07
VPV
-2.15%INVESCO PA VALUE MUN INCORPORATED TR
Shares48.4K
Event2026-03-31
Filed2026-05-07
IWX
-7.22%ISHARES TR RUS TP200 VL ETF
Shares5.5K
Event2026-03-31
Filed2026-05-07
GS
124.24%GOLDMAN SACHS GROUP INCORPORATED
Shares592
Event2026-03-31
Filed2026-05-07
NEM
-0.77%NEWMONT CORPORATION
Shares4.5K
Event2026-03-31
Filed2026-05-07
ISRG
90.32%INTUITIVE SURGICAL INCORPORATED COM NEW
Shares1.1K
Event2026-03-31
Filed2026-05-07
FE
5.34%FIRSTENERGY CORPORATION
Shares9.4K
Event2026-03-31
Filed2026-05-07
VOOV
0.09%VANGUARD S&P 500 VALUE ETF
Shares2.3K
Event2026-03-31
Filed2026-05-07
NULV
0.03%NUVEEN ESG LARGE-CAP VALUE ETF
Shares10.3K
Event2026-03-31
Filed2026-05-07
SYY
12.31%SYSCO CORPORATION
Shares6.4K
Event2026-03-31
Filed2026-05-07
PSA
-0.12%PUBLIC STORAGE OPER COMPANY REIT
Shares1.7K
Event2026-03-31
Filed2026-05-07
CME
0.79%CME GROUP INCORPORATED
Shares1.5K
Event2026-03-31
Filed2026-05-07
DVN
-8.29%DEVON ENERGY CORPORATION NEW
Shares8.9K
Event2026-03-31
Filed2026-05-07
MDLZ
-6.21%MONDELEZ INTERNATIONAL INCORPORATED CLASS A
Shares7.8K
Event2026-03-31
Filed2026-05-07
JMST
0.00%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares8.8K
Event2026-03-31
Filed2026-05-07
SRE
-3.59%SEMPRA
Shares4.6K
Event2026-03-31
Filed2026-05-07
GILD
0.00%GILEAD SCIENCES INCORPORATED
Shares3.2K
Event2026-03-31
Filed2026-05-07
AWK
0.00%AMERICAN WTR WKS COMPANY INCORPORATED NEW
Shares3.2K
Event2026-03-31
Filed2026-05-07
VST
0.00%VISTRA CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-07
VSGX
8.55%VANGUARD ESG INTERNATIONAL STOCK ETF
Shares6.1K
Event2026-03-31
Filed2026-05-07
VBR
4.62%VANGUARD SMALL-CAP VALUE ETF
Shares2.0K
Event2026-03-31
Filed2026-05-07
CMCSA
4.37%COMCAST CORPORATION NEW CLASS A
Shares14.9K
Event2026-03-31
Filed2026-05-07
ENB
0.00%ENBRIDGE INCORPORATED (CANADA)
Shares7.9K
Event2026-03-31
Filed2026-05-07
XVV
0.45%ISHARES TR ESG SELECT SCRE
Shares8.7K
Event2026-03-31
Filed2026-05-07
THE CIGNA GROUP
2.17%THE CIGNA GROUP
Shares1.6K
Event2026-03-31
Filed2026-05-07
NFG
-0.11%NATIONAL FUEL GAS COMPANY
Shares4.5K
Event2026-03-31
Filed2026-05-07
LAM RESEARCH CORPORATION COM NEW
-2.02%LAM RESEARCH CORPORATION COM NEW
Shares1.9K
Event2026-03-31
Filed2026-05-07
WAB
-0.30%WABTEC
Shares1.6K
Event2026-03-31
Filed2026-05-07
DRI
-2.52%DARDEN RESTAURANTS INCORPORATED
Shares2.1K
Event2026-03-31
Filed2026-05-07
EXC
-1.99%EXELON CORPORATION
Shares8.2K
Event2026-03-31
Filed2026-05-07
KMI
0.00%KINDER MORGAN INCORPORATED DEL
Shares11.9K
Event2026-03-31
Filed2026-05-07
CTVA
5.22%CORTEVA INCORPORATED
Shares4.7K
Event2026-03-31
Filed2026-05-07
ELV
-2.96%ELEVANCE HEALTH INCORPORATED FORMERLY A
Shares1.3K
Event2026-03-31
Filed2026-05-07
HSY
0.00%HERSHEY COMPANY
Shares1.9K
Event2026-03-31
Filed2026-05-07
ALV
0.00%AUTOLIV INCORPORATED
Shares3.7K
Event2026-03-31
Filed2026-05-07
LHX
NewL3HARRIS TECHNOLOGIES INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-05-07
NOW
17.82%SERVICENOW INCORPORATED
Shares3.5K
Event2026-03-31
Filed2026-05-07
WSM
-6.95%WILLIAMS SONOMA INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-07
ESGD
2.18%ISHARES TR ESG AW MSCI EAFE
Shares3.7K
Event2026-03-31
Filed2026-05-07
VLUE
0.00%ISHARES TR MSCI USA VALUE
Shares2.5K
Event2026-03-31
Filed2026-05-07
URI
0.00%UNITED RENTALS INCORPORATED
Shares487
Event2026-03-31
Filed2026-05-07
IYW
2.66%ISHARES TR U.S. TECH ETF
Shares1.9K
Event2026-03-31
Filed2026-05-07
RSG
9.31%REPUBLIC SVCS INCORPORATED
Shares1.6K
Event2026-03-31
Filed2026-05-07
OSK
0.00%OSHKOSH CORPORATION
Shares2.3K
Event2026-03-31
Filed2026-05-07
DTE
0.00%DTE ENERGY COMPANY
Shares2.3K
Event2026-03-31
Filed2026-05-07
VWO
0.00%VANGUARD FTSE EMERGING MARKETS ETF
Shares6.3K
Event2026-03-31
Filed2026-05-07
APH
16.82%AMPHENOL CORPORATION CLASS A
Shares2.7K
Event2026-03-31
Filed2026-05-07
ED
0.00%CONSOLIDATED EDISON INCORPORATED
Shares3.0K
Event2026-03-31
Filed2026-05-07
TE CONNECTIVITY PLC ORD SHS (IRELAND)
0.00%TE CONNECTIVITY PLC ORD SHS (IRELAND)
Shares1.6K
Event2026-03-31
Filed2026-05-07
IJS
0.04%ISHARES TR SP SMCP600VL ETF
Shares2.8K
Event2026-03-31
Filed2026-05-07
VCR
-2.00%VANGUARD CONSUMER DISCRETIONARY ETF
Shares929
Event2026-03-31
Filed2026-05-07
VV
0.00%VANGUARD LARGE-CAP ETF
Shares1.1K
Event2026-03-31
Filed2026-05-07
GLW
3.44%CORNING INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-05-07
PAYX
-3.18%PAYCHEX INCORPORATED
Shares3.5K
Event2026-03-31
Filed2026-05-07
HBAN
4.35%HUNTINGTON BANCSHARES INCORPORATED
Shares20.1K
Event2026-03-31
Filed2026-05-07
RJF
0.00%RAYMOND JAMES FINL INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-05-07
SLF
0.00%SUN LIFE FINANCIAL INCORPORATED. (CANADA)
Shares5.0K
Event2026-03-31
Filed2026-05-07
GIS
8.51%GENERAL MILLS INCORPORATED
Shares8.2K
Event2026-03-31
Filed2026-05-07
MS
20.68%MORGAN STANLEY COM NEW
Shares1.8K
Event2026-03-31
Filed2026-05-07
CET
-0.96%CENTRAL SECS CORPORATION
Shares6.0K
Event2026-03-31
Filed2026-05-07
IJJ
-10.09%ISHARES TR S&P MC 400VL ETF
Shares2.2K
Event2026-03-31
Filed2026-05-07
PANW
9.16%PALO ALTO NETWORKS INCORPORATED
Shares1.8K
Event2026-03-31
Filed2026-05-07
ASML
0.00%ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)
Shares222
Event2026-03-31
Filed2026-05-07
ITOT
0.79%ISHARES TR CORE S&P TTL STK
Shares2.0K
Event2026-03-31
Filed2026-05-07
TRV
-9.75%TRAVELERS COMPANIES INCORPORATED
Shares981
Event2026-03-31
Filed2026-05-07
YUMC
0.19%YUM CHINA HLDGS INCORPORATED
Shares5.8K
Event2026-03-31
Filed2026-05-07
XLP
-2.69%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares3.4K
Event2026-03-31
Filed2026-05-07
EW
-3.52%EDWARDS LIFESCIENCES CORPORATION
Shares3.5K
Event2026-03-31
Filed2026-05-07
BP
-11.52%BP PLC SPONSORED ADR (UNITED KINGDOM)
Shares5.8K
Event2026-03-31
Filed2026-05-07
MTB
NewM & T BK CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INCORPORATED
0.00%BLACKSTONE INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-05-07
DWLD
0.00%DAVIS SELECT WORLDWIDE ETF
Shares6.2K
Event2026-03-31
Filed2026-05-07
DVY
18.79%ISHARES TR SELECT DIVID ETF
Shares1.8K
Event2026-03-31
Filed2026-05-07
DHR
-4.77%DANAHER CORPORATION DEL
Shares1.3K
Event2026-03-31
Filed2026-05-07
ARISTA NETWORKS INCORPORATED COM SHS
-5.76%ARISTA NETWORKS INCORPORATED COM SHS
Shares2.0K
Event2026-03-31
Filed2026-05-07
HELO
1.58%JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Shares3.9K
Event2026-03-31
Filed2026-05-07
XEL
0.00%XCEL ENERGY INCORPORATED
Shares3.1K
Event2026-03-31
Filed2026-05-07
VBK
0.00%VANGUARD SMALL-CAP GROWTH ETF
Shares817
Event2026-03-31
Filed2026-05-07
VRTX
0.37%VERTEX PHARMACEUTICALS INCORPORATED
Shares547
Event2026-03-31
Filed2026-05-07
QUAL
-2.30%ISHARES TR MSCI USA QLT FCT
Shares1.3K
Event2026-03-31
Filed2026-05-07
TCAF
0.37%T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
Shares6.8K
Event2026-03-31
Filed2026-05-07
XLY
-4.51%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR
Shares2.2K
Event2026-03-31
Filed2026-05-07
ACIO
0.00%APTUS COLLARED INVESTMENT OPPORTUNITY ETF
Shares5.6K
Event2026-03-31
Filed2026-05-07
MDY
0.00%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares377
Event2026-03-31
Filed2026-05-07
FCX
-0.80%FREEPORT MCMORAN INCORPORATED CLASS B
Shares4.0K
Event2026-03-31
Filed2026-05-07
VO
0.00%VANGUARD MID-CAP ETF
Shares801
Event2026-03-31
Filed2026-05-07
STRV
-3.11%EA SER TR STRIVE 500 ETF
Shares5.5K
Event2026-03-31
Filed2026-05-07
IJT
0.00%ISHARES TR S&P SML 600 GWT
Shares1.6K
Event2026-03-31
Filed2026-05-07
CAPITAL GROUP U.S. LARGE VALUE ETF
9.37%CAPITAL GROUP U.S. LARGE VALUE ETF
Shares8.3K
Event2026-03-31
Filed2026-05-07
HAL
NewHALLIBURTON COMPANY
Shares5.7K
Event2026-03-31
Filed2026-05-07
IWR
0.00%ISHARES TR RUS MID CAP ETF
Shares2.3K
Event2026-03-31
Filed2026-05-07
SHEL
-12.81%SHELL PLC SPON ADS (UNITED KINGDOM)
Shares2.4K
Event2026-03-31
Filed2026-05-07
VEU
-7.64%VANGUARD FTSE ALL-WORLD EX-US ETF
Shares2.9K
Event2026-03-31
Filed2026-05-07
FNB
0.10%F N B CORPORATION
Shares12.9K
Event2026-03-31
Filed2026-05-07
BUFR
NewFT VEST LADDERED BUFFER ETF
Shares6.3K
Event2026-03-31
Filed2026-05-07
USAC
NewUSA COMPRESSION PARTNERS LP COM UNIT LTDPAR
Shares7.8K
Event2026-03-31
Filed2026-05-07
OMC
0.00%OMNICOM GROUP INCORPORATED
Shares2.8K
Event2026-03-31
Filed2026-05-07
SHW
NewSHERWIN WILLIAMS COMPANY
Shares646
Event2026-03-31
Filed2026-05-07
CENCORA INCORPORATED
0.00%CENCORA INCORPORATED
Shares651
Event2026-03-31
Filed2026-05-07
EPD
NewENTERPRISE PRODUCTS PARTNERS L P
Shares5.3K
Event2026-03-31
Filed2026-05-07
CRS
NewCARPENTER TECHNOLOGY CORPORATION
Shares509
Event2026-03-31
Filed2026-05-07
ETY
-6.84%EATON VANCE TAX-MANAGED DIVERS
Shares14.3K
Event2026-03-31
Filed2026-05-07
MMLP
0.24%MARTIN MIDSTREAM PRTNRS L P UNIT L P INT
Shares32.5K
Event2026-03-31
Filed2026-05-07
LEO
0.00%BNY MELLON STRATEGIC MUNS INCORPORATED
Shares12.5K
Event2026-03-31
Filed2026-05-07
NRGV
0.00%ENERGY VAULT HOLDINGS INCORPORATED
Shares13.4K
Event2026-03-31
Filed2026-05-07
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