The Analysis of Corient Private Wealth LLC's Holdings & P&L


Currently, Corient Private Wealth LLC holds 2838 types of securities in its portfolio with a total value $69.9B. In the most recent quarter, they have increased their positions in IQLT (+2.2M shares, valued at $103.2M), SYK (+286.8K shares, valued at $95.3M), FNDF (+1.9M shares, valued at $92.1M); decreased their positions in SPY (-26.8M shares, valued at $16.8B), N/A (-21.3M shares, valued at $12.3B), IVV (-12.9M shares, valued at $7.8B); initiated new positions in METV (+54.7K shares, valued at $31.0M), N/A (+468.4K shares, valued at $18.6M), N/A (+92.1K shares, valued at $17.4M).


1M P&L
+2.4B+3.58%
3M P&L
-2.2B-3.08%
HY P&L
-322.3M-0.46%

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/A24.2B
39.6%
2Semiconductors2.9B
4.7%
3Software - Infrastructure2.7B
4.4%

Top Industries by Stock Count

1N/A780 stocks
29.4%
2Biotechnology98 stocks
3.7%
3Banks - Regional97 stocks
3.7%
Stock Holdings
IVV
ISHARES TR
-73.80%
Shares4.6M
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
-65.51%
Shares10.4M
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
-68.19%
Shares5.7M
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
-4.23%
Shares33.4M
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
-18.96%
Shares11.0M
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-6.33%
Shares3.0M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-59.01%
Shares4.8M
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
-53.31%
Shares6.4M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-37.09%
Shares4.4M
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
-40.75%
Shares3.7M
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
-94.55%
Shares1.5M
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
-66.83%
Shares3.2M
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-65.78%
Shares1.8M
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
-87.61%
Shares759.0K
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
-7.92%
Shares2.7M
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
-9.10%
Shares1.4M
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
-54.71%
Shares654.8K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
-80.44%
Shares1.1M
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
-0.89%
Shares1.9M
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
-26.27%
Shares3.2M
Event2026-03-31
Filed2026-05-15
V
VISA INC
-43.36%
Shares1.7M
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
-11.89%
Shares2.2M
Event2026-03-31
Filed2026-05-15
SCHF
SCHWAB STRATEGIC TR
-6.10%
Shares19.1M
Event2026-03-31
Filed2026-05-15
DFUV
DIMENSIONAL ETF TRUST
-2.11%
Shares9.7M
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
-1.27%
Shares2.4M
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
2.20%
Shares8.5M
Event2026-03-31
Filed2026-05-15
AVDE
AMERICAN CENTY ETF TR
-14.17%
Shares5.0M
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
8.70%
Shares832.1K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD BD INDEX FDS
24.88%
Shares5.2M
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
-7.32%
Shares2.4M
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
-19.94%
Shares1.1M
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
35.34%
Shares1.1M
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
-8.88%
Shares542.8K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
-20.45%
Shares2.5M
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
18.79%
Shares647.8K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
-0.74%
Shares2.2M
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
-51.80%
Shares696.8K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
-8.35%
Shares680.5K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
7.30%
Shares4.9M
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
13.10%
Shares1.5M
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
0.80%
Shares1.0M
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
-96.00%
Shares859.3K
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
5.21%
Shares3.3M
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
-53.40%
Shares2.4M
Event2026-03-31
Filed2026-05-15
DFIV
DIMENSIONAL ETF TRUST
15.84%
Shares5.4M
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
-16.32%
Shares676.6K
Event2026-03-31
Filed2026-05-15
BSV
VANGUARD BD INDEX FDS
10.25%
Shares3.6M
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
-46.00%
Shares1.7M
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
3.86%
Shares3.0M
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
-32.13%
Shares201.5K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
-47.81%
Shares858.0K
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
0.11%
Shares2.1M
Event2026-03-31
Filed2026-05-15
DFSV
DIMENSIONAL ETF TRUST
22.85%
Shares7.3M
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
-20.69%
Shares805.7K
Event2026-03-31
Filed2026-05-15
ECL
ECOLAB INC
-13.60%
Shares947.5K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
-57.59%
Shares2.7M
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
-28.73%
Shares2.0M
Event2026-03-31
Filed2026-05-15
VGIT
VANGUARD SCOTTSDALE FDS
-64.06%
Shares4.2M
Event2026-03-31
Filed2026-05-15
DFEM
DIMENSIONAL ETF TRUST
0.24%
Shares7.0M
Event2026-03-31
Filed2026-05-15
DFLV
DIMENSIONAL ETF TRUST
13.45%
Shares6.8M
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
-2.94%
Shares1.2M
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
LAM RESEARCH CORP
-78.73%
Shares1.1M
Event2026-03-31
Filed2026-05-15
MTUM
ISHARES TR
-52.46%
Shares974.0K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
53.66%
Shares685.5K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
2.12%
Shares2.9M
Event2026-03-31
Filed2026-05-15
VTEB
VANGUARD MUN BD FDS
11.12%
Shares4.5M
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
-18.72%
Shares2.6M
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
-74.90%
Shares692.0K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR
-12.90%
Shares2.0M
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
-6.91%
Shares550.9K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
-25.99%
Shares972.7K
Event2026-03-31
Filed2026-05-15
PH
PARKER-HANNIFIN CORP
-26.25%
Shares209.6K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
-23.63%
Shares1.5M
Event2026-03-31
Filed2026-05-15
SPGI
S&P GLOBAL INC
-33.33%
Shares420.2K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-0.66%
Shares925.5K
Event2026-03-31
Filed2026-05-15
DBEF
DBX ETF TR
-14.75%
Shares3.7M
Event2026-03-31
Filed2026-05-15
HLT
HILTON WORLDWIDE HLDGS INC
-32.43%
Shares607.8K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
2.65%
Shares1.2M
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
-75.85%
Shares1.9M
Event2026-03-31
Filed2026-05-15
ROP
ROPER TECHNOLOGIES INC
-32.54%
Shares496.1K
Event2026-03-31
Filed2026-05-15
VCSH
VANGUARD SCOTTSDALE FDS
2.63%
Shares2.2M
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
-40.47%
Shares1.7M
Event2026-03-31
Filed2026-05-15
IWD
ISHARES TR
-5.06%
Shares781.9K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD STAR FDS
-11.20%
Shares2.1M
Event2026-03-31
Filed2026-05-15
SCHX
SCHWAB STRATEGIC TR
66.96%
Shares6.7M
Event2026-03-31
Filed2026-05-15
DFAT
DIMENSIONAL ETF TRUST
-2.69%
Shares2.6M
Event2026-03-31
Filed2026-05-15
DFAC
DIMENSIONAL ETF TRUST
-6.79%
Shares4.2M
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD SCOTTSDALE FDS
-80.72%
Shares2.0M
Event2026-03-31
Filed2026-05-15
PCAR
PACCAR INC
0.24%
Shares1.4M
Event2026-03-31
Filed2026-05-15
CMI
CUMMINS INC
-39.18%
Shares299.6K
Event2026-03-31
Filed2026-05-15
ISRG
INTUITIVE SURGICAL INC
-35.42%
Shares336.8K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR
-90.58%
Shares372.1K
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP DEL
-18.88%
Shares831.9K
Event2026-03-31
Filed2026-05-15
PGR
PROGRESSIVE CORP
-13.99%
Shares759.7K
Event2026-03-31
Filed2026-05-15
AVUS
AMERICAN CENTY ETF TR
22.42%
Shares1.3M
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
26.77%
Shares547.2K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
-6.20%
Shares411.3K
Event2026-03-31
Filed2026-05-15
BRK.A
BERKSHIRE HATHAWAY INC DEL
-7.20%
Shares219
Event2026-03-31
Filed2026-05-15
TT
TRANE TECHNOLOGIES PLC
-8.38%
Shares351.7K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
-95.16%
Shares548.1K
Event2026-03-31
Filed2026-05-15
VGSH
VANGUARD SCOTTSDALE FDS
9.12%
Shares2.4M
Event2026-03-31
Filed2026-05-15
CASY
CASEYS GEN STORES INC
-53.38%
Shares197.5K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
-93.47%
Shares169.5K
Event2026-03-31
Filed2026-05-15
MDY
STATE STR SPDR S&P MIDCAP 40
-4.49%
Shares229.9K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
-4.60%
Shares494.9K
Event2026-03-31
Filed2026-05-15
DUHP
DIMENSIONAL ETF TRUST
13.44%
Shares3.8M
Event2026-03-31
Filed2026-05-15
DOV
DOVER CORP
-16.26%
Shares656.2K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
7.67%
Shares2.0M
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
-39.85%
Shares804.3K
Event2026-03-31
Filed2026-05-15
AGG
ISHARES TR
-7.24%
Shares1.4M
Event2026-03-31
Filed2026-05-15
CSL
CARLISLE COS INC
-10.33%
Shares398.7K
Event2026-03-31
Filed2026-05-15
AVDV
AMERICAN CENTY ETF TR
5.04%
Shares1.3M
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
-23.37%
Shares2.7M
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
-20.46%
Shares1.2M
Event2026-03-31
Filed2026-05-15
WINN
HARBOR ETF TRUST
52.49%
Shares4.6M
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
-2.47%
Shares706.7K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
1.23%
Shares635.4K
Event2026-03-31
Filed2026-05-15
DFAI
DIMENSIONAL ETF TRUST
-2.90%
Shares3.2M
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
-30.26%
Shares500.2K
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
-11.56%
Shares1.6M
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
-3.18%
Shares643.3K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
-73.42%
Shares504.2K
Event2026-03-31
Filed2026-05-15
IQLT
ISHARES TR
633.83%
Shares2.6M
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
-13.12%
Shares528.0K
Event2026-03-31
Filed2026-05-15
ACIO
ETF SER SOLUTIONS
-12.22%
Shares2.8M
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-77.75%
Shares352.3K
Event2026-03-31
Filed2026-05-15
DFUS
DIMENSIONAL ETF TRUST
-2.62%
Shares1.7M
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
-21.44%
Shares1.2M
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES TR
-1.42%
Shares1.6M
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
-6.48%
Shares862.4K
Event2026-03-31
Filed2026-05-15
UNP
UNION PAC CORP
-26.41%
Shares462.2K
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEX F
-3.32%
Shares1.6M
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
-71.17%
Shares320.7K
Event2026-03-31
Filed2026-05-15
BKNG
BOOKING HOLDINGS INC
-52.62%
Shares25.6K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD WHITEHALL FDS
0.09%
Shares723.9K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
-68.10%
Shares316.3K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
2.65%
Shares1.5M
Event2026-03-31
Filed2026-05-15
ACWI
ISHARES TR
-8.38%
Shares793.6K
Event2026-03-31
Filed2026-05-15
RS
RELIANCE INC
1.83%
Shares348.1K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
-36.94%
Shares331.8K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
-68.92%
Shares174.1K
Event2026-03-31
Filed2026-05-15
FNDF
SCHWAB STRATEGIC TR
876.25%
Shares2.1M
Event2026-03-31
Filed2026-05-15
VONG
VANGUARD SCOTTSDALE FDS
0.75%
Shares907.5K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
-98.13%
Shares102.9K
Event2026-03-31
Filed2026-05-15
EPD
ENTERPRISE PRODS PARTNERS L
-4.52%
Shares2.7M
Event2026-03-31
Filed2026-05-15
AMT
AMERICAN TOWER CORP
-6.59%
Shares546.8K
Event2026-03-31
Filed2026-05-15
DFIS
DIMENSIONAL ETF TRUST
7.32%
Shares2.8M
Event2026-03-31
Filed2026-05-15
BN
BROOKFIELD CORP
-52.54%
Shares2.3M
Event2026-03-31
Filed2026-05-15
JMBS
JANUS DETROIT STR TR
137.23%
Shares2.1M
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
-4.64%
Shares564.9K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINL CORP
-3.86%
Shares506.0K
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
1.96%
Shares864.6K
Event2026-03-31
Filed2026-05-15
JBHT
HUNT J B TRANS SVCS INC
-16.58%
Shares420.2K
Event2026-03-31
Filed2026-05-15
VNQ
VANGUARD INDEX FDS
-9.16%
Shares1.0M
Event2026-03-31
Filed2026-05-15
GBIL
GOLDMAN SACHS ETF TR
2.27%
Shares882.2K
Event2026-03-31
Filed2026-05-15
VOOG
VANGUARD ADMIRAL FDS INC
-4.87%
Shares213.4K
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES INC
-26.73%
Shares619.4K
Event2026-03-31
Filed2026-05-15
VGLT
VANGUARD SCOTTSDALE FDS
15.90%
Shares1.5M
Event2026-03-31
Filed2026-05-15
VT
VANGUARD INTL EQUITY INDEX F
-4.74%
Shares656.0K
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA PROCESSING IN
-2.02%
Shares408.8K
Event2026-03-31
Filed2026-05-15
IUSV
ISHARES TR
16.04%
Shares818.4K
Event2026-03-31
Filed2026-05-15
SPYG
SPDR SERIES TRUST
-3.22%
Shares856.8K
Event2026-03-31
Filed2026-05-15
IWV
ISHARES TR
1.47%
Shares226.1K
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
2.45%
Shares1.0M
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
-20.29%
Shares641.3K
Event2026-03-31
Filed2026-05-15
VNT
VONTIER CORPORATION
-1.14%
Shares2.3M
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
-89.59%
Shares548.7K
Event2026-03-31
Filed2026-05-15
TDG
TRANSDIGM GROUP INC
-10.31%
Shares68.2K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
-46.03%
Shares417.5K
Event2026-03-31
Filed2026-05-15
FBND
FIDELITY MERRIMACK STR TR
84.12%
Shares1.7M
Event2026-03-31
Filed2026-05-15
SPDW
SPDR INDEX SHS FDS
3.96%
Shares1.7M
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD WORLD FD
-63.65%
Shares114.3K
Event2026-03-31
Filed2026-05-15
IWO
ISHARES TR
-6.55%
Shares242.6K
Event2026-03-31
Filed2026-05-15
BA
BOEING CO
-10.10%
Shares383.5K
Event2026-03-31
Filed2026-05-15
ITOT
ISHARES TR
40.38%
Shares532.6K
Event2026-03-31
Filed2026-05-15
SCHW
SCHWAB CHARLES CORP
-5.42%
Shares805.1K
Event2026-03-31
Filed2026-05-15
NRP
NATURAL RESOURCE PARTNERS LP
-1.27%
Shares613.1K
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD INDEX FDS
-0.80%
Shares339.8K
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
-26.11%
Shares311.4K
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
-70.49%
Shares317.5K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
-50.60%
Shares2.6M
Event2026-03-31
Filed2026-05-15
T
AT&T INC
-3.61%
Shares2.5M
Event2026-03-31
Filed2026-05-15
APD
AIR PRODUCTS AND CHEMICALS I
-4.19%
Shares246.1K
Event2026-03-31
Filed2026-05-15
RDVY
FIRST TR EXCHANGE TRADED FD
-12.15%
Shares1.0M
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
-47.22%
Shares627.0K
Event2026-03-31
Filed2026-05-15
WMB
WILLIAMS COS INC
-26.73%
Shares975.2K
Event2026-03-31
Filed2026-05-15
PNC
PNC FINL SVCS GROUP INC
-87.27%
Shares334.8K
Event2026-03-31
Filed2026-05-15
IUSG
ISHARES TR
38.24%
Shares443.7K
Event2026-03-31
Filed2026-05-15
IDXX
IDEXX LABS INC
-33.90%
Shares122.0K
Event2026-03-31
Filed2026-05-15
PAYX
PAYCHEX INC
-7.26%
Shares742.1K
Event2026-03-31
Filed2026-05-15
ICE
INTERCONTINENTAL EXCHANGE IN
-30.96%
Shares436.6K
Event2026-03-31
Filed2026-05-15
MAR
MARRIOTT INTL INC NEW
0.96%
Shares208.9K
Event2026-03-31
Filed2026-05-15
ORLY
OREILLY AUTOMOTIVE INC
-32.58%
Shares737.6K
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
-3.95%
Shares540.3K
Event2026-03-31
Filed2026-05-15
NVS
NOVARTIS AG
-8.74%
Shares440.5K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
-33.87%
Shares528.5K
Event2026-03-31
Filed2026-05-15
VV
VANGUARD INDEX FDS
3.94%
Shares219.0K
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
-11.76%
Shares1.2M
Event2026-03-31
Filed2026-05-15
BR
BROADRIDGE FINL SOLUTIONS IN
-16.23%
Shares397.0K
Event2026-03-31
Filed2026-05-15
ITW
ILLINOIS TOOL WKS INC
-60.37%
Shares246.6K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
-0.94%
Shares1.3M
Event2026-03-31
Filed2026-05-15
ZTS
ZOETIS INC
-29.18%
Shares535.7K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-70.13%
Shares183.3K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-2.91%
Shares337.8K
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC
-63.50%
Shares1.1M
Event2026-03-31
Filed2026-05-15
VOOV
VANGUARD ADMIRAL FDS INC
-17.15%
Shares305.2K
Event2026-03-31
Filed2026-05-15
MLM
MARTIN MARIETTA MATLS INC
114.93%
Shares104.5K
Event2026-03-31
Filed2026-05-15
IWB
ISHARES TR
-9.33%
Shares179.5K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
-95.60%
Shares70.7K
Event2026-03-31
Filed2026-05-15
NVR
NVR INC
-79.98%
Shares9.1K
Event2026-03-31
Filed2026-05-15
BXSL
BLACKSTONE SECD LENDING FD
-15.77%
Shares2.5M
Event2026-03-31
Filed2026-05-15
SPEM
SPDR INDEX SHS FDS
-0.08%
Shares1.3M
Event2026-03-31
Filed2026-05-15
KLAC
KLA CORP
-96.93%
Shares41.0K
Event2026-03-31
Filed2026-05-15
VLO
VALERO ENERGY CORP
-12.67%
Shares240.6K
Event2026-03-31
Filed2026-05-15
PVAL
PUTNAM ETF TRUST
13.85%
Shares1.3M
Event2026-03-31
Filed2026-05-15
MBB
ISHARES TR
43.39%
Shares612.6K
Event2026-03-31
Filed2026-05-15
IXUS
ISHARES TR
-3.64%
Shares663.9K
Event2026-03-31
Filed2026-05-15
SPYV
SPDR SERIES TRUST
1.05%
Shares1.0M
Event2026-03-31
Filed2026-05-15
MASI
MASIMO CORP
-5.89%
Shares321.6K
Event2026-03-31
Filed2026-05-15
GBDC
GOLUB CAP BDC INC
-13.22%
Shares4.5M
Event2026-03-31
Filed2026-05-15
AVUV
AMERICAN CENTY ETF TR
5.13%
Shares532.6K
Event2026-03-31
Filed2026-05-15
DFAE
DIMENSIONAL ETF TRUST
-2.00%
Shares1.6M
Event2026-03-31
Filed2026-05-15
POOL
POOL CORP
63.75%
Shares271.8K
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP NEW
7.70%
Shares1.9M
Event2026-03-31
Filed2026-05-15
APP
APPLOVIN CORP
-96.71%
Shares137.9K
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
-37.14%
Shares125.7K
Event2026-03-31
Filed2026-05-15
ALL
ALLSTATE CORP
2.17%
Shares256.9K
Event2026-03-31
Filed2026-05-15
MTN
VAIL RESORTS INC
-10.16%
Shares411.8K
Event2026-03-31
Filed2026-05-15
TOTL
SSGA ACTIVE ETF TR
32.24%
Shares1.3M
Event2026-03-31
Filed2026-05-15
WSO
WATSCO INC
-69.67%
Shares143.2K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
-99.58%
Shares89.9K
Event2026-03-31
Filed2026-05-15
DRSK
ETF SER SOLUTIONS
-9.66%
Shares1.9M
Event2026-03-31
Filed2026-05-15
CALM
CAL MAINE FOODS INC
-0.16%
Shares649.5K
Event2026-03-31
Filed2026-05-15
TMUS
T-MOBILE US INC
-34.73%
Shares248.0K
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
-17.35%
Shares461.8K
Event2026-03-31
Filed2026-05-15
VOE
VANGUARD INDEX FDS
-2.35%
Shares275.0K
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
-2.83%
Shares1.1M
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
-59.90%
Shares73.6K
Event2026-03-31
Filed2026-05-15
SRE
SEMPRA
-1.81%
Shares510.0K
Event2026-03-31
Filed2026-05-15
SCHE
SCHWAB STRATEGIC TR
1.48%
Shares1.5M
Event2026-03-31
Filed2026-05-15
LSTR
LANDSTAR SYS INC
-58.99%
Shares304.4K
Event2026-03-31
Filed2026-05-15
JCPB
J P MORGAN EXCHANGE TRADED F
45.46%
Shares1.0M
Event2026-03-31
Filed2026-05-15
RACE
FERRARI N V
119.85%
Shares144.1K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
MEDTRONIC PLC
-25.49%
Shares560.2K
Event2026-03-31
Filed2026-05-15
WMS
ADVANCED DRAIN SYS INC DEL
272.45%
Shares342.2K
Event2026-03-31
Filed2026-05-15
IWR
ISHARES TR
-30.87%
Shares488.5K
Event2026-03-31
Filed2026-05-15
JCI
JOHNSON CONTROLS INTERNATION
-4.83%
Shares356.9K
Event2026-03-31
Filed2026-05-15
PERIMETER SOLUTIONS INC
PERIMETER SOLUTIONS INC
-7.73%
Shares1.9M
Event2026-03-31
Filed2026-05-15
CME
CME GROUP INC
5.74%
Shares157.6K
Event2026-03-31
Filed2026-05-15
EEM
ISHARES TR
-5.35%
Shares813.1K
Event2026-03-31
Filed2026-05-15
SHW
SHERWIN WILLIAMS CO
-50.42%
Shares143.7K
Event2026-03-31
Filed2026-05-15
FAST
FASTENAL CO
64.62%
Shares988.3K
Event2026-03-31
Filed2026-05-15
HEI
HEICO CORP NEW
-39.73%
Shares166.4K
Event2026-03-31
Filed2026-05-15
JMST
J P MORGAN EXCHANGE TRADED F
-1.05%
Shares883.8K
Event2026-03-31
Filed2026-05-15
IEX
IDEX CORP
8.44%
Shares235.3K
Event2026-03-31
Filed2026-05-15
FDX
FEDEX CORP
-60.32%
Shares124.1K
Event2026-03-31
Filed2026-05-15
ROK
ROCKWELL AUTOMATION INC
22.09%
Shares122.0K
Event2026-03-31
Filed2026-05-15
DIHP
DIMENSIONAL ETF TRUST
-1.87%
Shares1.3M
Event2026-03-31
Filed2026-05-15
EOG
EOG RES INC
-11.06%
Shares300.4K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
-17.08%
Shares394.0K
Event2026-03-31
Filed2026-05-15
BNDX
VANGUARD CHARLOTTE FDS
9.46%
Shares887.0K
Event2026-03-31
Filed2026-05-15
DFAS
DIMENSIONAL ETF TRUST
-0.64%
Shares594.7K
Event2026-03-31
Filed2026-05-15
FAF
FIRST AMERN FINL CORP
-27.23%
Shares699.7K
Event2026-03-31
Filed2026-05-15
TTEK
TETRA TECH INC NEW
-13.14%
Shares1.4M
Event2026-03-31
Filed2026-05-15
CL
COLGATE PALMOLIVE CO
-36.76%
Shares495.8K
Event2026-03-31
Filed2026-05-15
DISV
DIMENSIONAL ETF TRUST
-2.58%
Shares1.1M
Event2026-03-31
Filed2026-05-15
SOXX
ISHARES TR
-0.62%
Shares126.2K
Event2026-03-31
Filed2026-05-15
DFAU
DIMENSIONAL ETF TRUST
3.25%
Shares910.9K
Event2026-03-31
Filed2026-05-15
MMM
3M CO
-9.96%
Shares283.1K
Event2026-03-31
Filed2026-05-15
THE CIGNA GROUP
THE CIGNA GROUP
-2.24%
Shares153.4K
Event2026-03-31
Filed2026-05-15
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
-34.25%
Shares901.3K
Event2026-03-31
Filed2026-05-15
SCHA
SCHWAB STRATEGIC TR
-61.67%
Shares1.4M
Event2026-03-31
Filed2026-05-15
PYLD
PIMCO ETF TR
64.97%
Shares1.5M
Event2026-03-31
Filed2026-05-15
GSIE
GOLDMAN SACHS ETF TR
-3.45%
Shares927.8K
Event2026-03-31
Filed2026-05-15
VSS
VANGUARD INTL EQUITY INDEX F
-1.13%
Shares274.4K
Event2026-03-31
Filed2026-05-15
CVS
CVS HEALTH CORP
1.91%
Shares554.9K
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
-82.63%
Shares287.8K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-53.62%
Shares296.6K
Event2026-03-31
Filed2026-05-15
MMC
MARSH & MCLENNAN COS INC
-4.86%
Shares222.7K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
-62.63%
Shares160.9K
Event2026-03-31
Filed2026-05-15
VRTX
VERTEX PHARMACEUTICALS INC
-22.87%
Shares86.5K
Event2026-03-31
Filed2026-05-15
SLB
SLB LIMITED
-7.26%
Shares742.9K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
2.08%
Shares346.3K
Event2026-03-31
Filed2026-05-15
SCZ
ISHARES TR
1.30%
Shares491.4K
Event2026-03-31
Filed2026-05-15
TSCO
TRACTOR SUPPLY CO
-4.85%
Shares820.6K
Event2026-03-31
Filed2026-05-15
BK
BANK NEW YORK MELLON CORP
1.06%
Shares317.8K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
-9.19%
Shares559.5K
Event2026-03-31
Filed2026-05-15
OSCV
ETF SER SOLUTIONS
-16.25%
Shares931.3K
Event2026-03-31
Filed2026-05-15
USRT
ISHARES TR
-2.97%
Shares618.6K
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
-29.78%
Shares33.7K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
2.98%
Shares758.9K
Event2026-03-31
Filed2026-05-15
MET
METLIFE INC
-59.37%
Shares503.6K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
9.75%
Shares794.8K
Event2026-03-31
Filed2026-05-15
FDN
FIRST TR EXCHANGE-TRADED FD
3877.42%
Shares149.4K
Event2026-03-31
Filed2026-05-15
BINC
BLACKROCK ETF TRUST II
60.33%
Shares682.0K
Event2026-03-31
Filed2026-05-15
MCK
MCKESSON CORP
-70.98%
Shares41.0K
Event2026-03-31
Filed2026-05-15
ARES
ARES MANAGEMENT CORPORATION
-49.16%
Shares319.4K
Event2026-03-31
Filed2026-05-15
EFG
ISHARES TR
-7.47%
Shares309.9K
Event2026-03-31
Filed2026-05-15
AZO
AUTOZONE INC
-36.99%
Shares10.2K
Event2026-03-31
Filed2026-05-15
JMUB
J P MORGAN EXCHANGE TRADED F
-8.60%
Shares676.3K
Event2026-03-31
Filed2026-05-15
LHX
L3HARRIS TECHNOLOGIES INC
-48.13%
Shares98.6K
Event2026-03-31
Filed2026-05-15
CDNS
CADENCE DESIGN SYSTEM INC
-60.75%
Shares115.1K
Event2026-03-31
Filed2026-05-15
INTF
ISHARES TR
-2.41%
Shares840.2K
Event2026-03-31
Filed2026-05-15
SHEL
SHELL PLC
-8.99%
Shares356.9K
Event2026-03-31
Filed2026-05-15
WSM
WILLIAMS SONOMA INC
-38.47%
Shares178.3K
Event2026-03-31
Filed2026-05-15
CAH
CARDINAL HEALTH INC
76.90%
Shares152.9K
Event2026-03-31
Filed2026-05-15
GSLC
GOLDMAN SACHS ETF TR
-3.04%
Shares257.2K
Event2026-03-31
Filed2026-05-15
SPSM
SPDR SERIES TRUST
4.64%
Shares665.4K
Event2026-03-31
Filed2026-05-15
STT
STATE STR CORP
-7.41%
Shares249.9K
Event2026-03-31
Filed2026-05-15
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-71.80%
Shares288.8K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
-11.07%
Shares604.0K
Event2026-03-31
Filed2026-05-15
MNST
MONSTER BEVERAGE CORP NEW
-66.96%
Shares434.3K
Event2026-03-31
Filed2026-05-15
METV
LISTED FDS TR
New
Shares54.7K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
-16.73%
Shares218.8K
Event2026-03-31
Filed2026-05-15
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
666.27%
Shares439.2K
Event2026-03-31
Filed2026-05-15
KKR & CO INC
KKR & CO INC
8.12%
Shares331.7K
Event2026-03-31
Filed2026-05-15
ESGD
ISHARES TR
4.72%
Shares318.9K
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETE CORP
-18.03%
Shares124.1K
Event2026-03-31
Filed2026-05-15
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-94.31%
Shares568.0K
Event2026-03-31
Filed2026-05-15
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-40.99%
Shares143.5K
Event2026-03-31
Filed2026-05-15
EBAY
EBAY INC.
28.46%
Shares327.1K
Event2026-03-31
Filed2026-05-15
SCHC
SCHWAB STRATEGIC TR
6.16%
Shares635.4K
Event2026-03-31
Filed2026-05-15
ED
CONSOLIDATED EDISON INC
-23.81%
Shares262.3K
Event2026-03-31
Filed2026-05-15
UPS
UNITED PARCEL SVCS INC
19.24%
Shares300.6K
Event2026-03-31
Filed2026-05-15
SHY
ISHARES TR
-2.35%
Shares355.5K
Event2026-03-31
Filed2026-05-15
VTIP
VANGUARD MALVERN FDS
-14.54%
Shares571.9K
Event2026-03-31
Filed2026-05-15
IBIT
ISHARES BITCOIN TRUST ETF
13.09%
Shares797.7K
Event2026-03-31
Filed2026-05-15
GM
GENERAL MTRS CO
6.20%
Shares382.6K
Event2026-03-31
Filed2026-05-15
NKE
NIKE INC
-55.28%
Shares536.6K
Event2026-03-31
Filed2026-05-15
NTRS
NORTHERN TR CORP
-59.16%
Shares200.9K
Event2026-03-31
Filed2026-05-15
FNDX
SCHWAB STRATEGIC TR
4.58%
Shares1.0M
Event2026-03-31
Filed2026-05-15
SPMD
SPDR SERIES TRUST
1.66%
Shares480.6K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-58.99%
Shares232.1K
Event2026-03-31
Filed2026-05-15
MCHP
MICROCHIP TECHNOLOGY INC.
-72.71%
Shares428.3K
Event2026-03-31
Filed2026-05-15
KR
KROGER CO
7.82%
Shares381.8K
Event2026-03-31
Filed2026-05-15
IGV
ISHARES TR
-24.21%
Shares343.4K
Event2026-03-31
Filed2026-05-15
IWC
ISHARES TR
-3.18%
Shares172.0K
Event2026-03-31
Filed2026-05-15
VNQI
VANGUARD INTL EQUITY INDEX F
-7.06%
Shares613.4K
Event2026-03-31
Filed2026-05-15
SCHD
SCHWAB STRATEGIC TR
6.60%
Shares882.6K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
-21.56%
Shares445.8K
Event2026-03-31
Filed2026-05-15
IUSB
ISHARES TR
-0.83%
Shares576.6K
Event2026-03-31
Filed2026-05-15
AIG
AMERICAN INTL GROUP INC
7.51%
Shares354.9K
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
10.10%
Shares125.8K
Event2026-03-31
Filed2026-05-15
UBND
VICTORY PORTFOLIOS II
30.50%
Shares1.2M
Event2026-03-31
Filed2026-05-15
CBOE
CBOE GLOBAL MKTS INC
5.79%
Shares93.5K
Event2026-03-31
Filed2026-05-15
ADSK
AUTODESK INC
-50.70%
Shares109.7K
Event2026-03-31
Filed2026-05-15
EXC
EXELON CORP
86.54%
Shares535.4K
Event2026-03-31
Filed2026-05-15
ROST
ROSS STORES INC
65.82%
Shares120.4K
Event2026-03-31
Filed2026-05-15
ROL
ROLLINS INC
-11.07%
Shares487.1K
Event2026-03-31
Filed2026-05-15
SPHQ
INVESCO EXCHANGE TRADED FD T
296.79%
Shares343.8K
Event2026-03-31
Filed2026-05-15
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
-10.19%
Shares326.8K
Event2026-03-31
Filed2026-05-15
SCHM
SCHWAB STRATEGIC TR
-4.64%
Shares828.2K
Event2026-03-31
Filed2026-05-15
CSX
CSX CORP
-4.56%
Shares641.0K
Event2026-03-31
Filed2026-05-15
NSC
NORFOLK SOUTHN CORP
-74.11%
Shares88.2K
Event2026-03-31
Filed2026-05-15
A
AGILENT TECHNOLOGIES INC
-22.04%
Shares221.6K
Event2026-03-31
Filed2026-05-15
VDE
VANGUARD WORLD FD
-0.82%
Shares145.8K
Event2026-03-31
Filed2026-05-15
UNILEVER PLC
UNILEVER PLC
-36.94%
Shares439.9K
Event2026-03-31
Filed2026-05-15
VEEV
VEEVA SYS INC
-27.46%
Shares142.7K
Event2026-03-31
Filed2026-05-15
DFIC
DIMENSIONAL ETF TRUST
-5.15%
Shares702.2K
Event2026-03-31
Filed2026-05-15
YUM
YUM BRANDS INC
-34.88%
Shares160.5K
Event2026-03-31
Filed2026-05-15
TER
TERADYNE INC
-92.12%
Shares84.8K
Event2026-03-31
Filed2026-05-15
VFH
VANGUARD WORLD FD
-0.56%
Shares207.3K
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
-27.18%
Shares251.4K
Event2026-03-31
Filed2026-05-15
HWM
HOWMET AEROSPACE INC
11.81%
Shares108.9K
Event2026-03-31
Filed2026-05-15
RSG
REPUBLIC SVCS INC
-52.14%
Shares110.2K
Event2026-03-31
Filed2026-05-15
KEYS
KEYSIGHT TECHNOLOGIES INC
24.01%
Shares84.9K
Event2026-03-31
Filed2026-05-15
NVO
NOVO-NORDISK A S
-4.69%
Shares673.0K
Event2026-03-31
Filed2026-05-15
JPST
J P MORGAN EXCHANGE TRADED F
-1.35%
Shares463.0K
Event2026-03-31
Filed2026-05-15
BIL
SPDR SERIES TRUST
-94.01%
Shares255.3K
Event2026-03-31
Filed2026-05-15
BHP
BHP BILLITON LIMITED
-1.22%
Shares319.7K
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
-89.48%
Shares82.8K
Event2026-03-31
Filed2026-05-15
JLL
JONES LANG LASALLE INC
17.95%
Shares75.0K
Event2026-03-31
Filed2026-05-15
UAL
UNITED AIRLS HLDGS INC
27.88%
Shares248.1K
Event2026-03-31
Filed2026-05-15
HCA
HCA HEALTHCARE INC
-78.18%
Shares47.8K
Event2026-03-31
Filed2026-05-15
ATR
APTARGROUP INC
136.31%
Shares176.8K
Event2026-03-31
Filed2026-05-15
CNQ
CANADIAN NAT RES LTD MED TER
1.54%
Shares457.3K
Event2026-03-31
Filed2026-05-15
USB
US BANCORP
-20.51%
Shares428.1K
Event2026-03-31
Filed2026-05-15
KMB
KIMBERLY-CLARK CORP
-25.37%
Shares230.4K
Event2026-03-31
Filed2026-05-15
NCDL
NUVEEN CHURCHILL DIRECT LEND
-9.04%
Shares1.7M
Event2026-03-31
Filed2026-05-15
KMI
KINDER MORGAN INC DEL
2.46%
Shares768.6K
Event2026-03-31
Filed2026-05-15
IRM
IRON MTN INC DEL
-19.04%
Shares212.3K
Event2026-03-31
Filed2026-05-15
SCHB
SCHWAB STRATEGIC TR
5.47%
Shares870.8K
Event2026-03-31
Filed2026-05-15
GRMN
GARMIN LTD
186.83%
Shares93.4K
Event2026-03-31
Filed2026-05-15
AME
AMETEK INC
-55.33%
Shares102.9K
Event2026-03-31
Filed2026-05-15
WELL
WELLTOWER INC
71.00%
Shares109.1K
Event2026-03-31
Filed2026-05-15
VRSK
VERISK ANALYTICS INC
-9.29%
Shares113.2K
Event2026-03-31
Filed2026-05-15
AEP
AMERICAN ELEC PWR CO INC
-15.77%
Shares165.7K
Event2026-03-31
Filed2026-05-15
DLN
WISDOMTREE TR
-1.65%
Shares238.9K
Event2026-03-31
Filed2026-05-15
ABNB
AIRBNB INC
-31.28%
Shares169.7K
Event2026-03-31
Filed2026-05-15
SNA
SNAP ON INC
-59.00%
Shares58.4K
Event2026-03-31
Filed2026-05-15
FSMB
FIRST TR EXCH TRADED FD III
-14.08%
Shares1.1M
Event2026-03-31
Filed2026-05-15
PHM
PULTE GROUP INC
-39.33%
Shares177.7K
Event2026-03-31
Filed2026-05-15
RMD
RESMED INC
-4.62%
Shares92.5K
Event2026-03-31
Filed2026-05-15
VOT
VANGUARD INDEX FDS
-9.85%
Shares80.3K
Event2026-03-31
Filed2026-05-15
UHS
UNIVERSAL HLTH SVCS INC
-29.24%
Shares115.3K
Event2026-03-31
Filed2026-05-15
DFAX
DIMENSIONAL ETF TRUST
-0.44%
Shares606.8K
Event2026-03-31
Filed2026-05-15
PYPL
PAYPAL HLDGS INC
34.43%
Shares460.2K
Event2026-03-31
Filed2026-05-15
ELV
ELEVANCE HEALTH INC FORMERLY
-19.62%
Shares70.2K
Event2026-03-31
Filed2026-05-15
ESGU
ISHARES TR
8.59%
Shares144.2K
Event2026-03-31
Filed2026-05-15
IWN
ISHARES TR
-25.57%
Shares108.6K
Event2026-03-31
Filed2026-05-15
AJG
GALLAGHER ARTHUR J & CO
-4.54%
Shares93.1K
Event2026-03-31
Filed2026-05-15
EA
ELECTRONIC ARTS INC
98.03%
Shares99.9K
Event2026-03-31
Filed2026-05-15
VPU
VANGUARD WORLD FD
-14.48%
Shares101.8K
Event2026-03-31
Filed2026-05-15
CF
CF INDUSTRIES HOLD
27.20%
Shares150.4K
Event2026-03-31
Filed2026-05-15
MPLX
MPLX LP
-39.65%
Shares337.7K
Event2026-03-31
Filed2026-05-15
JBL
JABIL INC
-26.96%
Shares72.9K
Event2026-03-31
Filed2026-05-15
IWS
ISHARES TR
-34.41%
Shares132.0K
Event2026-03-31
Filed2026-05-15
DAL
DELTA AIR LINES INC
-70.29%
Shares290.2K
Event2026-03-31
Filed2026-05-15
IFF
INTERNATIONAL FLAVORS&FRAGRA
137.87%
Shares262.0K
Event2026-03-31
Filed2026-05-15
HAL
HALLIBURTON CO
219.14%
Shares481.7K
Event2026-03-31
Filed2026-05-15
JHG
JANUS HENDERSON GROUP PLC
187.06%
Shares363.8K
Event2026-03-31
Filed2026-05-15
AMCOR PLC
AMCOR PLC
New
Shares468.4K
Event2026-03-31
Filed2026-05-15
EGP
EASTGROUP PPTYS INC
-42.55%
Shares100.5K
Event2026-03-31
Filed2026-05-15
GLDM
WORLD GOLD TR
38.76%
Shares481.5K
Event2026-03-31
Filed2026-05-15
CW
CURTISS WRIGHT CORP
-93.34%
Shares27.1K
Event2026-03-31
Filed2026-05-15
ARW
ARROW ELECTRS INC
163.03%
Shares125.9K
Event2026-03-31
Filed2026-05-15
SPYM
SPDR SERIES TRUST
-10.03%
Shares234.2K
Event2026-03-31
Filed2026-05-15
PPG
PPG INDS INC
205.62%
Shares168.2K
Event2026-03-31
Filed2026-05-15
SLQD
ISHARES TR
-13.05%
Shares360.6K
Event2026-03-31
Filed2026-05-15
PSA
PUBLIC STORAGE OPER CO
-62.71%
Shares66.0K
Event2026-03-31
Filed2026-05-15
RL
RALPH LAUREN CORP
-78.64%
Shares52.2K
Event2026-03-31
Filed2026-05-15
IJT
ISHARES TR
-0.35%
Shares123.3K
Event2026-03-31
Filed2026-05-15
IWP
ISHARES TR
-16.73%
Shares139.0K
Event2026-03-31
Filed2026-05-15
CGGO
CAPITAL GROUP GBL GROWTH EQT
-97.39%
Shares528.0K
Event2026-03-31
Filed2026-05-15
CRUS
CIRRUS LOGIC INC
-36.78%
Shares122.5K
Event2026-03-31
Filed2026-05-15
PPA
INVESCO EXCHANGE TRADED FD T
34.20%
Shares105.2K
Event2026-03-31
Filed2026-05-15
CTAS
CINTAS CORP
-44.87%
Shares103.1K
Event2026-03-31
Filed2026-05-15
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares92.1K
Event2026-03-31
Filed2026-05-15
WDC
WESTERN DIGITAL CORP
-63.90%
Shares65.4K
Event2026-03-31
Filed2026-05-15
VTES
VANGUARD WELLINGTON FD
9.00%
Shares170.6K
Event2026-03-31
Filed2026-05-15
PEG
PUBLIC SVC ENTERPRISE GROUP
3.03%
Shares211.8K
Event2026-03-31
Filed2026-05-15
CTVA
CORTEVA INC
0.55%
Shares205.1K
Event2026-03-31
Filed2026-05-15
ATO
ATMOS ENERGY CORP
62.01%
Shares94.3K
Event2026-03-31
Filed2026-05-15
MPWR
MONOLITHIC PWR SYS INC
-99.23%
Shares15.7K
Event2026-03-31
Filed2026-05-15
OHI
OMEGA HEALTHCARE INVS INC
87.34%
Shares390.6K
Event2026-03-31
Filed2026-05-15
EMXC
ISHARES INC
-4.36%
Shares237.8K
Event2026-03-31
Filed2026-05-15
ICSH
ISHARES TR
-38.34%
Shares333.2K
Event2026-03-31
Filed2026-05-15
TOL
TOLL BROTHERS INC
1257.89%
Shares124.5K
Event2026-03-31
Filed2026-05-15
DLTR
DOLLAR TREE INC
280.94%
Shares154.1K
Event2026-03-31
Filed2026-05-15
AWK
AMERICAN WTR WKS CO INC NEW
38.31%
Shares124.1K
Event2026-03-31
Filed2026-05-15
PKG
PACKAGING CORP AMER
-30.37%
Shares79.0K
Event2026-03-31
Filed2026-05-15
AVSC
AMERICAN CENTY ETF TR
8.37%
Shares227.3K
Event2026-03-31
Filed2026-05-15
CCK
CROWN HLDGS INC
-23.84%
Shares167.7K
Event2026-03-31
Filed2026-05-15
PRU
PRUDENTIAL FINL INC
73.40%
Shares170.5K
Event2026-03-31
Filed2026-05-15
MAS
MASCO CORP
21.75%
Shares276.1K
Event2026-03-31
Filed2026-05-15
WCC
WESCO INTL INC
67.24%
Shares60.9K
Event2026-03-31
Filed2026-05-15
EFV
ISHARES TR
0.79%
Shares223.8K
Event2026-03-31
Filed2026-05-15
MKC
MCCORMICK & CO INC
-32.56%
Shares327.8K
Event2026-03-31
Filed2026-05-15
CARR
CARRIER GLOBAL CORPORATION
-34.04%
Shares294.9K
Event2026-03-31
Filed2026-05-15
IYW
ISHARES TR
-2.53%
Shares91.4K
Event2026-03-31
Filed2026-05-15
INGR
INGREDION INC
-26.54%
Shares146.4K
Event2026-03-31
Filed2026-05-15
ARCC
ARES CAPITAL CORP
-19.30%
Shares961.3K
Event2026-03-31
Filed2026-05-15
IR
INGERSOLL RAND INC
-3.06%
Shares204.1K
Event2026-03-31
Filed2026-05-15
SGOV
ISHARES TR
-25.97%
Shares165.1K
Event2026-03-31
Filed2026-05-15
CORPAY INC
CORPAY INC
-2.40%
Shares55.5K
Event2026-03-31
Filed2026-05-15
NEM
NEWMONT CORP
-78.82%
Shares149.6K
Event2026-03-31
Filed2026-05-15
DIA
STATE STR SPDR DOW JONES IND
-71.09%
Shares34.6K
Event2026-03-31
Filed2026-05-15
ESS
ESSEX PPTY TR INC
-47.36%
Shares66.4K
Event2026-03-31
Filed2026-05-15
D
DOMINION ENERGY INC
-9.22%
Shares261.5K
Event2026-03-31
Filed2026-05-15
RVTY
REVVITY INC
43.65%
Shares182.0K
Event2026-03-31
Filed2026-05-15
GMED
GLOBUS MED INC
105.20%
Shares184.5K
Event2026-03-31
Filed2026-05-15
DT
DYNATRACE INC
111.19%
Shares428.5K
Event2026-03-31
Filed2026-05-15
ATGE
COVISTA INC
2620.26%
Shares136.0K
Event2026-03-31
Filed2026-05-15
VWOB
VANGUARD WHITEHALL FDS
-12.18%
Shares239.9K
Event2026-03-31
Filed2026-05-15
HIG
HARTFORD INSURANCE GROUP INC
11.39%
Shares115.9K
Event2026-03-31
Filed2026-05-15
VGK
VANGUARD INTL EQUITY INDEX F
20.05%
Shares230.9K
Event2026-03-31
Filed2026-05-15
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
16.36%
Shares254.1K
Event2026-03-31
Filed2026-05-15
DFGR
DIMENSIONAL ETF TRUST
-14.55%
Shares583.6K
Event2026-03-31
Filed2026-05-15
VST
VISTRA CORP
-88.62%
Shares103.2K
Event2026-03-31
Filed2026-05-15
OKE
ONEOK INC NEW
-46.56%
Shares188.7K
Event2026-03-31
Filed2026-05-15
FIVE
FIVE BELOW INC
-55.21%
Shares67.7K
Event2026-03-31
Filed2026-05-15
MAA
MID-AMER APT CMNTYS INC
57.14%
Shares127.0K
Event2026-03-31
Filed2026-05-15
VAW
VANGUARD WORLD FD
-1.60%
Shares68.1K
Event2026-03-31
Filed2026-05-15
AVLV
AMERICAN CENTY ETF TR
12.68%
Shares190.1K
Event2026-03-31
Filed2026-05-15
ALSN
ALLISON TRANSMISSION HLDGS I
-44.75%
Shares130.7K
Event2026-03-31
Filed2026-05-15
TXT
TEXTRON INC
194.01%
Shares173.6K
Event2026-03-31
Filed2026-05-15
UNM
UNUM GROUP
4.13%
Shares207.4K
Event2026-03-31
Filed2026-05-15
SPAB
SPDR SERIES TRUST
-20.60%
Shares586.8K
Event2026-03-31
Filed2026-05-15
ACWX
ISHARES TR
10.20%
Shares396.4K
Event2026-03-31
Filed2026-05-15
BIV
VANGUARD BD INDEX FDS
6.84%
Shares193.8K
Event2026-03-31
Filed2026-05-15
WST
WEST PHARMACEUTICAL SVSC INC
-53.95%
Shares59.3K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
-85.77%
Shares131.6K
Event2026-03-31
Filed2026-05-15
FITB
FIFTH THIRD BANCORP
45.37%
Shares320.8K
Event2026-03-31
Filed2026-05-15
IONS
IONIS PHARMACEUTICALS INC
-8.53%
Shares196.6K
Event2026-03-31
Filed2026-05-15
CFG
CITIZENS FINL GROUP INC
38.72%
Shares249.2K
Event2026-03-31
Filed2026-05-15
CRWD
CROWDSTRIKE HLDGS INC
-72.98%
Shares38.3K
Event2026-03-31
Filed2026-05-15
ZION
ZIONS BANCORPORATION NATL AS
1.78%
Shares257.7K
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT MCMORAN INC
18.57%
Shares252.4K
Event2026-03-31
Filed2026-05-15
XYL
XYLEM INC
10.77%
Shares122.5K
Event2026-03-31
Filed2026-05-15
VICI
VICI PPTYS INC
177.48%
Shares534.4K
Event2026-03-31
Filed2026-05-15
XLU
SELECT SECTOR SPDR TR
-17.30%
Shares336.0K
Event2026-03-31
Filed2026-05-15
AOS
SMITH A O CORP
44.42%
Shares220.6K
Event2026-03-31
Filed2026-05-15
RHI
ROBERT HALF INC.
216.38%
Shares568.5K
Event2026-03-31
Filed2026-05-15
RCL
ROYAL CARIBBEAN GROUP
-69.04%
Shares53.6K
Event2026-03-31
Filed2026-05-15
DVY
ISHARES TR
-66.33%
Shares95.1K
Event2026-03-31
Filed2026-05-15
FFIV
F5 INC
248.59%
Shares50.0K
Event2026-03-31
Filed2026-05-15
DELL
DELL TECHNOLOGIES INC
-57.36%
Shares94.8K
Event2026-03-31
Filed2026-05-15
QRVO
QORVO INC
15.46%
Shares184.3K
Event2026-03-31
Filed2026-05-15
PODD
INSULET CORP
-39.43%
Shares68.0K
Event2026-03-31
Filed2026-05-15
XLI
SELECT SECTOR SPDR TR
-53.61%
Shares113.9K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

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