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The Analysis of Crestwood Advisors Group, LLC's Holdings & P&L

Currently, Crestwood Advisors Group, LLC holds 765 types of securities in its portfolio with a total value $5.9B. In the most recent quarter, they have increased their positions in IVV (+84.4K shares, valued at $55.1M), N/A (+232.9K shares, valued at $45.9M), VSLU (+824.5K shares, valued at $34.5M); decreased their positions in CRM (-129.5K shares, valued at $24.2M), ADBE (-66.8K shares, valued at $16.2M), ROP (-32.9K shares, valued at $11.7M); initiated new positions in N/A (+232.9K shares, valued at $45.9M), BLV (+116.1K shares, valued at $8.0M), FIX (+2.6K shares, valued at $3.6M).

1M P&L

+184.4M+3.00%

3M P&L

+288.2M+4.78%

HY P&L

+592.9M+10.35%

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/A1.6B

32.0%

2Consumer Electronics353.9M

6.9%

3Semiconductors282.2M

5.5%

Top Industries by Stock Count

1N/A160 stocks

22.5%

2Software - Application28 stocks

3.9%

3Banks - Regional21 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM1.4M shares0.84%2026-03-312026-05-05

IVV ISHARES CORE S&P 500 ETF435.3K shares24.05%2026-03-312026-05-05

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A728.0K shares0.46%2026-03-312026-05-05

MSFT MICROSOFT CORP COM535.9K shares-0.62%2026-03-312026-05-05

NVDA NVIDIA CORPORATION COM1.0M shares21.03%2026-03-312026-05-05

AMZN AMAZON COM INC COM828.4K shares-3.04%2026-03-312026-05-05

VSLU APPLIED FINANCE VALUATION LARGE CAP ETF2.8M shares41.23%2026-03-312026-05-05

AGG ISHARES CORE U.S. AGGREGATE BOND ETF1.1M shares7.71%2026-03-312026-05-05

Sponsored

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C345.4K shares-1.25%2026-03-312026-05-05

V VISA INC COM CL A324.3K shares1.72%2026-03-312026-05-05

AMAT APPLIED MATLS INC COM285.0K shares-7.53%2026-03-312026-05-05

BROADCOM INC COM BROADCOM INC COM311.3K shares8.83%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW196.2K shares-4.11%2026-03-312026-05-05

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF1.7M shares0.26%2026-03-312026-05-05

GOVT ISHARES U.S. TREASURY BOND ETF3.5M shares0.44%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO COM266.9K shares9.84%2026-03-312026-05-05

Sponsored

META META PLATFORMS INC CL A135.7K shares-7.25%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION COM74.1K shares1.27%2026-03-312026-05-05

BKNG BOOKING HOLDINGS INC COM17.2K shares-5.23%2026-03-312026-05-05

TJX TJX COS INC NEW COM447.7K shares-3.22%2026-03-312026-05-05

HLT HILTON WORLDWIDE HLDGS INC COM227.2K shares-6.57%2026-03-312026-05-05

JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF1.0M shares0.89%2026-03-312026-05-05

QLTY GMO US QUALITY ETF1.8M shares28.12%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON COM255.5K shares7.87%2026-03-312026-05-05

Sponsored

MUB ISHARES NATIONAL MUNI BOND ETF566.4K shares5.80%2026-03-312026-05-05

KLAC KLA CORP COM NEW40.8K shares-6.21%2026-03-312026-05-05

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW277.8K shares-6.69%2026-03-312026-05-05

BLACKSTONE INC COM BLACKSTONE INC COM500.2K shares-0.21%2026-03-312026-05-05

HD HOME DEPOT INC COM170.8K shares-3.36%2026-03-312026-05-05

PWR QUANTA SVCS INC COM100.2K shares-0.82%2026-03-312026-05-05

DHR DANAHER CORP DEL COM286.5K shares-4.81%2026-03-312026-05-05

IEFA ISHARES CORE MSCI EAFE ETF597.5K shares38.11%2026-03-312026-05-05

Sponsored

APH AMPHENOL CORP CL A424.1K shares-1.15%2026-03-312026-05-05

HON HONEYWELL INTL INC COM222.3K shares-4.42%2026-03-312026-05-05

XYL XYLEM INC COM405.0K shares-7.57%2026-03-312026-05-05

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF434.1K shares-14.55%2026-03-312026-05-05

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD232.9K sharesnew addition2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC COM93.3K shares-2.97%2026-03-312026-05-05

CME CME GROUP INC COM153.5K shares-6.20%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL COM1.3M shares5.89%2026-03-312026-05-05

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF69.9K shares21.04%2026-03-312026-05-05

BAC BANK OF AMER CORP COM828.2K shares9.03%2026-03-312026-05-05

SPY STATE STREET SPDR S&P 500 ETF61.5K shares-12.26%2026-03-312026-05-05

BRK.A BERKSHIRE HATHAWAY INC DEL CL A55 shares0.00%2026-03-312026-05-05

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF465.2K shares1.31%2026-03-312026-05-05

VTEB VANGUARD TAX-EXEMPT BOND ETF715.1K shares-14.91%2026-03-312026-05-05

MA MASTERCARD INCORPORATED CL A71.4K shares-3.21%2026-03-312026-05-05

IJH ISHARES CORE S&P MID-CAP ETF508.4K shares6.36%2026-03-312026-05-05

Sponsored

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF648.0K shares-0.33%2026-03-312026-05-05

QCOM QUALCOMM INC COM254.4K shares1.43%2026-03-312026-05-05

LLY ELI LILLY & CO COM35.3K shares72.98%2026-03-312026-05-05

PEP PEPSICO INC COM201.4K shares0.45%2026-03-312026-05-05

XMHQ INVESCO S&P MIDCAP QUALITY ETF296.0K shares3.59%2026-03-312026-05-05

MTD METTLER TOLEDO INTERNATIONAL COM23.9K shares-1.34%2026-03-312026-05-05

EOG EOG RES INC COM199.0K shares26.68%2026-03-312026-05-05

SPGI S&P GLOBAL INC COM66.0K shares-11.71%2026-03-312026-05-05

Sponsored

ORCL ORACLE CORP COM188.3K shares0.04%2026-03-312026-05-05

TXN TEXAS INSTRS INC COM138.5K shares-24.97%2026-03-312026-05-05

ABBV ABBVIE INC COM120.1K shares0.74%2026-03-312026-05-05

XOM EXXON MOBIL CORP COM152.5K shares15.34%2026-03-312026-05-05

URI UNITED RENTALS INC COM35.3K shares-0.62%2026-03-312026-05-05

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I43.9K shares-1.89%2026-03-312026-05-05

USB US BANCORP COM NEW483.9K shares11.99%2026-03-312026-05-05

CRM SALESFORCE INC COM130.7K shares-49.76%2026-03-312026-05-05

Sponsored

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF279.9K shares24.72%2026-03-312026-05-05

PG PROCTER & GAMBLE CO COM161.2K shares1.32%2026-03-312026-05-05

SHW SHERWIN WILLIAMS CO COM72.2K shares-6.39%2026-03-312026-05-05

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF141.7K shares-3.09%2026-03-312026-05-05

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A101.2K shares-28.48%2026-03-312026-05-05

MFC MANULIFE FINL CORP COM580.3K shares39.17%2026-03-312026-05-05

NXPI NXP SEMICONDUCTORS N V COM96.5K shares16.89%2026-03-312026-05-05

VO VANGUARD MID-CAP ETF64.2K shares104.87%2026-03-312026-05-05

Sponsored

INTU INTUIT COM39.5K shares986.48%2026-03-312026-05-05

CAT CATERPILLAR INC COM24.1K shares4.35%2026-03-312026-05-05

CVX CHEVRON CORPORATION COM82.5K shares11.14%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC COM96.7K shares0.01%2026-03-312026-05-05

IWV ISHARES RUSSELL 3000 ETF42.5K shares0.07%2026-03-312026-05-05

WMB WILLIAMS COS INC COM213.2K shares-0.29%2026-03-312026-05-05

SEIC SEI INVTS CO COM196.2K shares302.02%2026-03-312026-05-05

CSCO CISCO SYS INC COM197.3K shares2.42%2026-03-312026-05-05

Sponsored

SF STIFEL FINL CORP COM193.6K shares51.75%2026-03-312026-05-05

SYK STRYKER CORPORATION COM43.3K shares-2.96%2026-03-312026-05-05

MERCK & CO INC COM MERCK & CO INC COM115.2K shares10.86%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC COM16.4K shares8.15%2026-03-312026-05-05

IQV IQVIA HLDGS INC COM80.1K shares-31.85%2026-03-312026-05-05

EW EDWARDS LIFESCIENCES CORP COM170.1K shares-0.99%2026-03-312026-05-05

OLED UNIVERSAL DISPLAY CORP COM147.8K shares9.88%2026-03-312026-05-05

NOW SERVICENOW INC COM127.4K shares131.43%2026-03-312026-05-05

Sponsored

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF189.0K shares7.96%2026-03-312026-05-05

NEE NEXTERA ENERGY INC COM139.5K shares29.16%2026-03-312026-05-05

IJR ISHARES CORE S&P SMALL CAP ETF103.0K shares2.10%2026-03-312026-05-05

VB VANGUARD SMALL-CAP ETF48.4K shares46.94%2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP COM133.4K shares4.35%2026-03-312026-05-05

ADI ANALOG DEVICES INC COM37.3K shares-3.49%2026-03-312026-05-05

ZTS ZOETIS INC CL A99.4K shares-13.67%2026-03-312026-05-05

EFA ISHARES MSCI EAFE ETF118.6K shares-1.73%2026-03-312026-05-05

Sponsored

PANW PALO ALTO NETWORKS INC COM71.5K shares5.22%2026-03-312026-05-05

KO COCA COLA CO COM146.2K shares0.39%2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC SHS26.6K shares1.40%2026-03-312026-05-05

J JACOBS SOLUTIONS INC COM84.3K shares2.03%2026-03-312026-05-05

IUSV ISHARES CORE S&P US VALUE ETF104.8K shares324.70%2026-03-312026-05-05

FLOT ISHARES FLOATING RATE BOND ETF209.1K shares73.33%2026-03-312026-05-05

VIG VANGUARD DIVIDEND APPRECIATION ETF49.3K shares-1.54%2026-03-312026-05-05

STAG STAG INDUSTRIAL INC COM292.5K shares18.40%2026-03-312026-05-05

Sponsored

CHD CHURCH & DWIGHT CO INC COM105.6K shares-2.66%2026-03-312026-05-05

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF128.5K shares-27.98%2026-03-312026-05-05

MCD MCDONALDS CORP COM31.7K shares-1.95%2026-03-312026-05-05

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF201.1K shares13.50%2026-03-312026-05-05

ABT ABBOTT LABORATORIES COM90.5K shares-0.89%2026-03-312026-05-05

RTX RTX CORPORATION COM47.7K shares50.45%2026-03-312026-05-05

WMT WALMART INC COM72.4K shares7.18%2026-03-312026-05-05

TSLA TESLA INC COM24.0K shares22.49%2026-03-312026-05-05

Sponsored

VLO VALERO ENERGY CORP COM35.7K shares844.87%2026-03-312026-05-05

LAZARD INC COM LAZARD INC COM199.2K shares1.17%2026-03-312026-05-05

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF158.0K shares-1.34%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS COM34.0K shares3.19%2026-03-312026-05-05

AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN218.3K shares-0.20%2026-03-312026-05-05

AKAM AKAMAI TECHNOLOGIES INC COM69.7K shares-1.58%2026-03-312026-05-05

BLV VANGUARD LONG-TERM BOND ETF116.1K sharesnew addition2026-03-312026-05-05

GEV GE VERNOVA INC COM9.0K shares107.42%2026-03-312026-05-05

Sponsored

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF298.8K shares-3.19%2026-03-312026-05-05

MKC MCCORMICK & CO INC COM NON VTG146.9K shares-53.44%2026-03-312026-05-05

TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF163.1K shares-0.26%2026-03-312026-05-05

JPEF JPMORGAN EQUITY FOCUS ETF99.0K shares18.44%2026-03-312026-05-05

KEYS KEYSIGHT TECHNOLOGIES INC COM24.5K shares2.15%2026-03-312026-05-05

ARCC ARES CAPITAL CORP COM380.4K shares4.31%2026-03-312026-05-05

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF82.7K shares799.01%2026-03-312026-05-05

VTI VANGUARD TOTAL STOCK MARKET ETF19.3K shares-0.64%2026-03-312026-05-05

Sponsored

CMCSA COMCAST CORP NEW CL A215.5K shares28.77%2026-03-312026-05-05

EMR EMERSON ELEC CO COM47.2K shares0.54%2026-03-312026-05-05

ROP ROPER TECHNOLOGIES INC COM17.3K shares-65.55%2026-03-312026-05-05

INDB INDEPENDENT BK CORP MASS COM80.6K shares-15.51%2026-03-312026-05-05

UNP UNION PAC CORP COM24.3K shares133.45%2026-03-312026-05-05

SHOP SHOPIFY INC CL A SUB VTG SHS48.6K shares-0.80%2026-03-312026-05-05

EATON CORP PLC SHS EATON CORP PLC SHS15.3K shares6.76%2026-03-312026-05-05

ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF79.9K shares36.14%2026-03-312026-05-05

Sponsored

GLW CORNING INC COM39.9K shares-0.28%2026-03-312026-05-05

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF59.0K shares-36.31%2026-03-312026-05-05

HBAN HUNTINGTON BANCSHARES INC COM340.5K shares-4.13%2026-03-312026-05-05

IWF ISHARES RUSSELL 1000 GROWTH ETF12.4K shares0.67%2026-03-312026-05-05

AMGN AMGEN INC COM14.6K shares3.49%2026-03-312026-05-05

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF81.3K shares-5.68%2026-03-312026-05-05

NFLX NETFLIX INC. COM50.5K shares22.60%2026-03-312026-05-05

SCHB SCHWAB U.S. BROAD MARKET ETF192.6K shares0.01%2026-03-312026-05-05

Sponsored

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF143.8K shares39.80%2026-03-312026-05-05

ADBE ADOBE INC COM19.6K shares-77.30%2026-03-312026-05-05

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST7.7K shares-3.55%2026-03-312026-05-05

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF58.5K shares-65.20%2026-03-312026-05-05

PH PARKER-HANNIFIN CORP COM5.0K shares83.77%2026-03-312026-05-05

GE AEROSPACE COM NEW GE AEROSPACE COM NEW15.8K shares8.99%2026-03-312026-05-05

WFC WELLS FARGO & CO COM55.2K shares-6.87%2026-03-312026-05-05

ECL ECOLAB INC COM16.5K shares2.45%2026-03-312026-05-05

Sponsored

STZ CONSTELLATION BRANDS INC CL A28.7K shares-21.03%2026-03-312026-05-05

VBK VANGUARD SMALL-CAP GROWTH ETF14.1K shares0.01%2026-03-312026-05-05

IWM ISHARES RUSSELL 2000 ETF17.1K shares1.92%2026-03-312026-05-05

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF31.6K shares-0.42%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC COM25.2K shares10.90%2026-03-312026-05-05

DIS DISNEY WALT CO COM42.6K shares-5.02%2026-03-312026-05-05

PFE PFIZER INC COM145.3K shares3.85%2026-03-312026-05-05

IWB ISHARES RUSSELL 1000 ETF11.4K shares-0.50%2026-03-312026-05-05

Sponsored

AXP AMERICAN EXPRESS CO COM13.3K shares-6.94%2026-03-312026-05-05

T AT&T INC COM137.7K shares235.77%2026-03-312026-05-05

INVESCO GLOBAL LISTED PRIVATE EQUITY ETF INVESCO GLOBAL LISTED PRIVATE EQUITY ETF70.0K shares0.00%2026-03-312026-05-05

USMV ISHARES MSCI USA MIN VOL FACTOR ETF42.6K shares-5.97%2026-03-312026-05-05

VHT VANGUARD HEALTH CARE ETF14.4K shares1078.40%2026-03-312026-05-05

TTD THE TRADE DESK INC COM CL A172.5K shares3.15%2026-03-312026-05-05

MDLZ MONDELEZ INTL INC CL A67.4K shares-1.62%2026-03-312026-05-05

SBUX STARBUCKS CORP COM42.8K shares-3.81%2026-03-312026-05-05

Sponsored

ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF42.3K shares-0.92%2026-03-312026-05-05

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF24.8K shares-8.46%2026-03-312026-05-05

FIX COMFORT SYS USA INC COM2.6K sharesnew addition2026-03-312026-05-05

CL COLGATE PALMOLIVE CO COM41.8K shares5.86%2026-03-312026-05-05

CBRE CBRE GROUP INC CL A26.2K shares-0.37%2026-03-312026-05-05

VRTX VERTEX PHARMACEUTICALS INC COM7.8K shares-3.09%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC CL A23.5K shares-1.32%2026-03-312026-05-05

SHM SPDR NUVEEN BLMBG ST MUNBD ETF69.9K shares-12.78%2026-03-312026-05-05

Sponsored

QUAL ISHARES MSCI USA QUALITY FACTOR ETF17.3K shares-5.81%2026-03-312026-05-05

VTV VANGUARD VALUE ETF16.6K shares-2.32%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP COM5.4K shares5.66%2026-03-312026-05-05

USFR WISDOMTREE FLOATING RATE TREASURY FUND63.8K shares-0.02%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC COM15.7K shares27.74%2026-03-312026-05-05

AMT AMERICAN TOWER CORP COM18.4K shares-3.83%2026-03-312026-05-05

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF19.7K shares101.99%2026-03-312026-05-05

WASH WASHINGTON TR BANCORP INC COM94.2K shares0.00%2026-03-312026-05-05

Sponsored

III INFORMATION SVCS GROUP INC COM819.1K shares0.00%2026-03-312026-05-05

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF53.0K shares-2.27%2026-03-312026-05-05

FTV FORTIVE CORP COM56.0K shares-1.47%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS9.2K shares13.99%2026-03-312026-05-05

MS MORGAN STANLEY COM NEW18.6K shares6.05%2026-03-312026-05-05

VUG VANGUARD GROWTH ETF7.0K shares2.51%2026-03-312026-05-05

WDC WESTERN DIGITAL CORP COM10.9K shares-0.73%2026-03-312026-05-05

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF62.0K shares2.15%2026-03-312026-05-05

Sponsored

CAH CARDINAL HEALTH INC COM13.7K shares691.62%2026-03-312026-05-05

VOT VANGUARD MID-CAP GROWTH ETF11.2K shares0.01%2026-03-312026-05-05

IVE ISHARES S&P 500 VALUE ETF13.7K shares25.25%2026-03-312026-05-05

GLD SPDR GOLD SHARES6.7K shares-0.31%2026-03-312026-05-05

ENTG ENTEGRIS INC COM24.1K shares-2.01%2026-03-312026-05-05

GILD GILEAD SCIENCES INC COM19.9K shares8.86%2026-03-312026-05-05

LOW LOWES COS INC COM11.6K shares6.70%2026-03-312026-05-05

STT STATE STR CORP COM21.4K shares4.14%2026-03-312026-05-05

Sponsored

ISRG INTUITIVE SURGICAL INC COM NEW5.8K shares-1.33%2026-03-312026-05-05

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF18.1K shares-3.01%2026-03-312026-05-05

FI FISERV INC COM47.6K shares-9.05%2026-03-312026-05-05

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF19.9K shares3.54%2026-03-312026-05-05

KMB KIMBERLY-CLARK CORP COM27.2K shares1.77%2026-03-312026-05-05

VGT VANGUARD INFORMATION TECHNOLOGY ETF3.6K shares-6.95%2026-03-312026-05-05

KVYO KLAVIYO INC COM SER A128.9K shares-0.01%2026-03-312026-05-05

DLR DIGITAL RLTY TR INC COM13.7K shares2.34%2026-03-312026-05-05

Sponsored

BLACKROCK INC COM BLACKROCK INC COM2.6K shares4.45%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC COM7.2K shares24.87%2026-03-312026-05-05

IAT ISHARES U.S. REGIONAL BANKS ETF45.4K shares-1.41%2026-03-312026-05-05

IT GARTNER INC COM15.1K shares-11.12%2026-03-312026-05-05

AON PLC SHS CL A AON PLC SHS CL A7.3K shares13.58%2026-03-312026-05-05

MSI MOTOROLA SOLUTIONS INC COM NEW5.4K shares7.13%2026-03-312026-05-05

SMTH ALPS/SMITH CORE PLUS BOND ETF91.2K shares18.28%2026-03-312026-05-05

IBB ISHARES BIOTECHNOLOGY ETF13.9K shares-2.29%2026-03-312026-05-05

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DE DEERE & CO COM4.0K shares28.71%2026-03-312026-05-05

VLTO VERALTO CORP COM SHS25.6K shares-5.91%2026-03-312026-05-05

LINDE PLC SHS LINDE PLC SHS4.4K shares45.69%2026-03-312026-05-05

BSV VANGUARD SHORT-TERM BOND ETF27.3K shares-23.05%2026-03-312026-05-05

SPHQ INVESCO S&P 500 QUALITY ETF28.2K shares-6.60%2026-03-312026-05-05

RARE ULTRAGENYX PHARMACEUTICAL INC COM100.1K shares-0.04%2026-03-312026-05-05

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF8.7K shares-1.97%2026-03-312026-05-05

TDG TRANSDIGM GROUP INC COM1.8K shares806.03%2026-03-312026-05-05

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TGT TARGET CORP COM17.2K shares9.24%2026-03-312026-05-05

CITIGROUP INC COM NEW CITIGROUP INC COM NEW18.3K shares37.42%2026-03-312026-05-05

VBR VANGUARD SMALL CAP VALUE ETF9.5K shares171.72%2026-03-312026-05-05

VEA VANGUARD FTSE DEVELOPED MARKETS ETF31.9K shares23.78%2026-03-312026-05-05

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF59.7K shares-5.50%2026-03-312026-05-05

PJT PJT PARTNERS INC COM CL A14.3K shares-0.50%2026-03-312026-05-05

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM5.7K shares3.04%2026-03-312026-05-05

ACWX ISHARES MSCI ACWI EX U.S. ETF28.2K sharesnew addition2026-03-312026-05-05

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IYE ISHARES U.S. ENERGY ETF29.3K shares-0.33%2026-03-312026-05-05

NTNX NUTANIX INC CL A49.3K shares4.62%2026-03-312026-05-05

IJK ISHARES S&P MID-CAP 400 GROWTH ETF18.6K shares0.00%2026-03-312026-05-05

IVW ISHARES S&P 500 GROWTH ETF16.4K shares-0.07%2026-03-312026-05-05

AME AMETEK INC COM8.5K shares2.57%2026-03-312026-05-05

MO ALTRIA GROUP INC COM27.0K shares17.74%2026-03-312026-05-05

CRWD CROWDSTRIKE HLDGS INC CL A4.5K shares-26.11%2026-03-312026-05-05

ICE INTERCONTINENTAL EXCHANGE INC COM11.1K shares-1.16%2026-03-312026-05-05

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SHLD GLOBAL X DEFENSE TECH ETF24.6K sharesnew addition2026-03-312026-05-05

CROWN CASTLE INC COM CROWN CASTLE INC COM20.8K shares-13.68%2026-03-312026-05-05

MEDTRONIC PLC SHS MEDTRONIC PLC SHS19.4K shares67.00%2026-03-312026-05-05

SNA SNAP ON INC COM4.6K shares1.80%2026-03-312026-05-05

CMI CUMMINS INC COM3.0K shares6.83%2026-03-312026-05-05

CVS CVS HEALTH CORP COM22.2K shares11.92%2026-03-312026-05-05

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF32.0K shares0.76%2026-03-312026-05-05

CB CHUBB LTD SWITZ COM4.8K shares20.06%2026-03-312026-05-05

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PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF50.7K shares292.37%2026-03-312026-05-05

INTC INTEL CORP COM35.3K shares18.70%2026-03-312026-05-05

GINN INNOVATE EQUITY ETF22.6K shares0.00%2026-03-312026-05-05

ORLY OREILLY AUTOMOTIVE INC COM16.6K shares-10.89%2026-03-312026-05-05

FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF33.0K shares20.75%2026-03-312026-05-05

DVYE ISHARES EMERGING MARKETS DIVIDEND ETF44.1K shares-0.00%2026-03-312026-05-05

BRX BRIXMOR PPTY GROUP INC COM52.5K sharesnew addition2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC COM5.5K shares-6.24%2026-03-312026-05-05

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ARCB ARCBEST CORP COM15.2K shares0.37%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC COM29.7K shares51.67%2026-03-312026-05-05

AMTM AMENTUM HOLDINGS INC COM56.8K shares-5.21%2026-03-312026-05-05

VWO VANGUARD FTSE EMERGING MARKETS ETF27.4K shares3.08%2026-03-312026-05-05

IR INGERSOLL RAND INC COM18.1K shares1.54%2026-03-312026-05-05

ASML ASML HLDG NV N Y REGISTRY SHS1.1K shares14.66%2026-03-312026-05-05

PGR PROGRESSIVE CORP COM7.2K shares49.93%2026-03-312026-05-05

NSC NORFOLK SOUTHN CORP COM5.0K shares2.02%2026-03-312026-05-05

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MMM 3M Company9.8K shares-1.31%2026-03-312026-05-05

IUSG ISHARES CORE S&P U.S. GROWTH ETF9.1K shares17.90%2026-03-312026-05-05

FITB FIFTH THIRD BANCORP COM30.0K sharesnew addition2026-03-312026-05-05

NGVC NATURAL GROCERS BY VITAMIN COM53.6K shares0.04%2026-03-312026-05-05

SOXX ISHARES SEMICONDUCTOR ETF4.1K shares102.55%2026-03-312026-05-05

IWO ISHARES RUSSELL 2000 GROWTH ETF4.3K shares-21.79%2026-03-312026-05-05

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF12.4K shares-4.01%2026-03-312026-05-05

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CWEN CLEARWAY ENERGY INC CL C33.1K shares0.09%2026-03-312026-05-05

BSX BOSTON SCIENTIFIC CORP COM20.7K shares-9.27%2026-03-312026-05-05

WY WEYERHAEUSER CO COM NEW53.2K shares-2.46%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP COM1.9K shares-10.71%2026-03-312026-05-05

AVT AVNET INC COM20.8K shares2.07%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING INC COM6.3K shares18.07%2026-03-312026-05-05

EFIV STATE STREET SPDR S&P 500 ESG ETF20.2K shares46.13%2026-03-312026-05-05

IRM IRON MTN INC DEL COM12.3K shares9.05%2026-03-312026-05-05

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COP CONOCOPHILLIPS COM9.4K shares16.18%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC COM9.5K shares2.34%2026-03-312026-05-05

QLV FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND17.3K shares-2.36%2026-03-312026-05-05

EBC EASTERN BANKSHARES INC COM63.5K shares91.37%2026-03-312026-05-05

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW9.3K shares21.80%2026-03-312026-05-05

VIRT VIRTU FINL INC CL A27.5K shares-6.31%2026-03-312026-05-05

COF CAPITAL ONE FINL CORP COM6.4K shares-2.14%2026-03-312026-05-05

ESGD ISHARES ESG AWARE MSCI EAFE ETF12.2K shares110.49%2026-03-312026-05-05

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ITW ILLINOIS TOOL WKS INC COM4.4K shares-16.99%2026-03-312026-05-05

WM WASTE MGMT INC DEL COM5.0K shares-13.93%2026-03-312026-05-05

LHX L3HARRIS TECHNOLOGIES INC COM3.3K shares4.69%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO COM18.8K shares28.34%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC COM15.6K shares35.03%2026-03-312026-05-05

PEG PUBLIC SVC ENTERPRISE GROUP COM13.8K shares136.98%2026-03-312026-05-05

DOV DOVER CORP COM5.4K shares-1.27%2026-03-312026-05-05

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF9.2K shares0.01%2026-03-312026-05-05

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BND VANGUARD TOTAL BOND MARKET ETF14.5K shares3.68%2026-03-312026-05-05

BA BOEING CO COM5.2K shares30.43%2026-03-312026-05-05

DVY ISHARES SELECT DIVIDEND ETF6.6K shares39.81%2026-03-312026-05-05

NKE NIKE INC CL B19.0K shares-11.14%2026-03-312026-05-05

LEN LENNAR CORP CL A11.2K shares8.98%2026-03-312026-05-05

PFF ISHARES PREFERRED & INCOME SECURITIES ETF31.7K shares-1.17%2026-03-312026-05-05

NUE NUCOR CORP COM5.6K shares85.35%2026-03-312026-05-05

MKL MARKEL GROUP INC COM490 shares-4.67%2026-03-312026-05-05

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CARR CARRIER GLOBAL CORPORATION COM16.6K shares5.03%2026-03-312026-05-05

ETR ENTERGY CORP NEW COM8.3K shares9.07%2026-03-312026-05-05

BN BROOKFIELD CORP CL A LTD VT SH22.7K shares-7.55%2026-03-312026-05-05

FAST FASTENAL CO COM19.7K shares11.47%2026-03-312026-05-05

LNG CHENIERE ENERGY INC COM NEW3.2K shares-31.13%2026-03-312026-05-05

MCK MCKESSON CORP COM1.0K shares20.30%2026-03-312026-05-05

OKE ONEOK INC NEW COM9.8K shares10.12%2026-03-312026-05-05

ISHARES GOLD TRUST ISHARES GOLD TRUST10.1K shares11.98%2026-03-312026-05-05

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CTVA CORTEVA INC COM10.5K shares18.84%2026-03-312026-05-05

EEM ISHARES MSCI EMERGING MARKETS ETF15.4K shares-7.04%2026-03-312026-05-05

IEI ISHARES 3-7 YEAR TREASURY BOND ETF7.4K shares-9.81%2026-03-312026-05-05

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF18.3K sharesnew addition2026-03-312026-05-05

SRE SEMPRA COM8.9K shares10.03%2026-03-312026-05-05

IWD ISHARES RUSSELL 1000 VALUE ETF4.0K shares-0.05%2026-03-312026-05-05

NEM NEWMONT CORP COM7.9K shares29.86%2026-03-312026-05-05

HWM HOWMET AEROSPACE INC COM3.7K shares18.79%2026-03-312026-05-05

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MPC MARATHON PETE CORP COM3.4K shares-0.47%2026-03-312026-05-05

ATI ATI INC COM5.7K shares-40.99%2026-03-312026-05-05

ADSK AUTODESK INC COM3.4K shares21.74%2026-03-312026-05-05

GWW WW GRAINGER INC COM752 shares22.28%2026-03-312026-05-05

ABNB AIRBNB INC COM CL A6.5K shares26.17%2026-03-312026-05-05

EA ELECTRONIC ARTS INC COM4.0K shares-21.10%2026-03-312026-05-05

PLD PROLOGIS INC. COM6.1K shares32.50%2026-03-312026-05-05

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TER TERADYNE INC COM2.7K shares48.39%2026-03-312026-05-05

STLD STEEL DYNAMICS INC COM4.5K shares0.70%2026-03-312026-05-05

YUM YUM BRANDS INC COM5.2K shares17.09%2026-03-312026-05-05

HXL HEXCEL CORP NEW COM9.9K shares0.23%2026-03-312026-05-05

MNST MONSTER BEVERAGE CORP NEW COM10.9K shares1.96%2026-03-312026-05-05

MTB M & T BK CORP COM3.8K shares4.74%2026-03-312026-05-05

JCI JOHNSON CTLS INTL PLC SHS5.9K shares46.47%2026-03-312026-05-05

DELL DELL TECHNOLOGIES INC CL C4.7K shares40.57%2026-03-312026-05-05

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CM CANADIAN IMPERIAL BANK OF COMM COM8.0K shares4.95%2026-03-312026-05-05

SHY ISHARES 1-3 YEAR TREASURY BOND ETF9.1K shares-4.79%2026-03-312026-05-05

NVS NOVARTIS AG SPONSORED ADR4.9K shares22.95%2026-03-312026-05-05

PAAA PGIM AAA CLO ETF14.6K shares8.29%2026-03-312026-05-05

TRV TRAVELERS COMPANIES INC COM2.5K shares4.81%2026-03-312026-05-05

SNDK SANDISK CORP COM1.2K sharesnew addition2026-03-312026-05-05

MPWR MONOLITHIC PWR SYS INC COM665 shares30.65%2026-03-312026-05-05

AWK AMERICAN WTR WKS CO INC NEW COM5.3K shares-3.01%2026-03-312026-05-05

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CF CF INDUSTRIES HOLD COM5.4K sharesnew addition2026-03-312026-05-05

CDNS CADENCE DESIGN SYSTEM INC COM2.5K shares-2.18%2026-03-312026-05-05

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF11.7K shares2.62%2026-03-312026-05-05

PHM PULTE GROUP INC COM5.9K shares-28.82%2026-03-312026-05-05

HCA HCA HEALTHCARE INC COM1.5K shares16.02%2026-03-312026-05-05

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF6.3K shares1.47%2026-03-312026-05-05

CEG CONSTELLATION ENERGY CORP COM2.4K shares-0.33%2026-03-312026-05-05

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ED CONSOLIDATED EDISON INC COM6.0K shares12.32%2026-03-312026-05-05

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM6.8K shares-32.93%2026-03-312026-05-05

IDXX IDEXX LABS INC COM1.2K shares10.86%2026-03-312026-05-05

SHEL SHELL PLC SPON ADS7.2K shares9.96%2026-03-312026-05-05

THE CIGNA GROUP COM THE CIGNA GROUP COM2.5K shares42.64%2026-03-312026-05-05

SLB SLB LIMITED COM STK12.7K shares34.07%2026-03-312026-05-05

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FDX FEDEX CORP COM1.8K shares12.15%2026-03-312026-05-05

PATK PATRICK INDS INC COM5.8K shares-43.93%2026-03-312026-05-05

EQIX EQUINIX INC COM658 shares65.74%2026-03-312026-05-05

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HAS HASBRO INC COM6.8K shares-2.47%2026-03-312026-05-05

MTZ MASTEC INC COM2.0K shares6.62%2026-03-312026-05-05

HIG HARTFORD INSURANCE GROUP INC COM4.7K shares15.90%2026-03-312026-05-05

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GTLS CHART INDS INC COM3.0K shares-43.02%2026-03-312026-05-05

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CTAS CINTAS CORP COM3.6K shares62.33%2026-03-312026-05-05

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STANLEY BLACK & DECKER INC COM STANLEY BLACK & DECKER INC COM8.6K shares17.10%2026-03-312026-05-05

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TMUS T-MOBILE US INC COM2.9K shares31.29%2026-03-312026-05-05

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PLMR PALOMAR HLDGS INC COM4.9K shares-46.26%2026-03-312026-05-05

APA CORPORATION COM APA CORPORATION COM13.8K shares17.64%2026-03-312026-05-05

ROST ROSS STORES INC COM2.7K shares100.74%2026-03-312026-05-05

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CMF ISHARES CALIFORNIA MUNI BOND ETF10.1K shares-2.97%2026-03-312026-05-05

ODFL OLD DOMINION FREIGHT LINE INC COM2.9K shares-9.10%2026-03-312026-05-05

HSY HERSHEY CO COM2.7K shares5.54%2026-03-312026-05-05

RJF RAYMOND JAMES FINL INC COM3.9K shares-30.71%2026-03-312026-05-05

TD TORONTO DOMINION BK ONT COM NEW6.0K shares10.13%2026-03-312026-05-05

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QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK4.8K shares13.98%2026-03-312026-05-05

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SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.4K shares17.52%2026-03-312026-05-05

AIG AMERICAN INTL GROUP INC COM NEW7.4K shares43.92%2026-03-312026-05-05

DAL DELTA AIR LINES INC COM NEW8.3K shares10.49%2026-03-312026-05-05

FBTC FIDELITY WISE ORIGIN BITCOIN FUND9.4K shares0.47%2026-03-312026-05-05

PAYC PAYCOM SOFTWARE INC COM4.5K shares15.74%2026-03-312026-05-05

IJJ ISHARES S&P MID-CAP 400 VALUE ETF4.1K shares16.35%2026-03-312026-05-05

MET METLIFE INC COM7.8K shares4.09%2026-03-312026-05-05

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EBAY EBAY INC. COM6.0K shares55.86%2026-03-312026-05-05

SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS7.1K shares-51.38%2026-03-312026-05-05

CASY CASEYS GEN STORES INC COM740 shares2.49%2026-03-312026-05-05

FTNT FORTINET INC COM6.6K shares44.28%2026-03-312026-05-05

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GM GENERAL MTRS CO COM7.1K shares17.69%2026-03-312026-05-05

GRMN GARMIN LTD SHS2.3K shares109.90%2026-03-312026-05-05

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CSL CARLISLE COS INC COM1.6K shares2.16%2026-03-312026-05-05

SCHF SCHWAB INTERNATIONAL EQUITY ETF21.0K shares0.00%2026-03-312026-05-05

PNC PNC FINL SVCS GROUP INC COM2.5K shares20.51%2026-03-312026-05-05

AMJB ALERIAN MLP INDEX ETNS DUE JANUARY 28, 204414.9K shares-48.97%2026-03-312026-05-05

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CNI CANADIAN NATL RY CO COM5.0K shares7.01%2026-03-312026-05-05

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CW CURTISS WRIGHT CORP COM743 shares8.47%2026-03-312026-05-05

EME EMCOR GROUP INC COM685 shares77.92%2026-03-312026-05-05

DECK DECKERS OUTDOOR CORP COM5.0K shares3.69%2026-03-312026-05-05

VFH VANGUARD FINANCIALS ETF4.2K shares0.00%2026-03-312026-05-05

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IWR ISHARES RUSSELL MIDCAP ETF5.2K shares-13.47%2026-03-312026-05-05

NDAQ NASDAQ INC COM5.9K shares21.03%2026-03-312026-05-05

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BJ BJS WHSL CLUB HLDGS INC COM5.0K shares-39.17%2026-03-312026-05-05

HII HUNTINGTON INGALLS INDS INC COM1.3K shares14.51%2026-03-312026-05-05

HOLX HOLOGIC INC COM6.5K shares4.59%2026-03-312026-05-05

PTC PTC INC COM3.4K shares142.74%2026-03-312026-05-05

WAB WABTEC COM1.9K shares6.49%2026-03-312026-05-05

MLM MARTIN MARIETTA MATLS INC COM821 shares92.72%2026-03-312026-05-05

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS2.3K shares-8.16%2026-03-312026-05-05

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TRMB TRIMBLE INC COM7.3K shares128.59%2026-03-312026-05-05

IYW ISHARES U.S. TECHNOLOGY ETF2.6K shares33.25%2026-03-312026-05-05

STERIS PLC SHS USD STERIS PLC SHS USD2.2K shares-44.77%2026-03-312026-05-05

DSI ISHARES ESG MSCI KLD 400 ETF3.9K shares0.00%2026-03-312026-05-05

TYL TYLER TECHNOLOGIES INC COM1.4K shares-23.16%2026-03-312026-05-05

KKR & CO INC COM KKR & CO INC COM5.1K shares-8.29%2026-03-312026-05-05

PCAR PACCAR INC COM4.1K shares3.87%2026-03-312026-05-05

Sponsored

WBD WARNER BROS DISCOVERY INC COM SER A17.0K shares30.27%2026-03-312026-05-05

TXG 10X GENOMICS INC CL A COM22.0K shares49.93%2026-03-312026-05-05

ES EVERSOURCE ENERGY COM6.7K shares29.74%2026-03-312026-05-05

MAR MARRIOTT INTL INC NEW CL A1.4K shares16.87%2026-03-312026-05-05

WSM WILLIAMS SONOMA INC COM2.5K shares-1.60%2026-03-312026-05-05

BIIB BIOGEN INC COM2.5K shares13.08%2026-03-312026-05-05

AN AUTONATION INC COM2.3K shares-2.51%2026-03-312026-05-05

DVN DEVON ENERGY CORP NEW COM9.0K shares13.99%2026-03-312026-05-05

Sponsored

JHG JANUS HENDERSON GROUP PLC ORD SHS8.8K shares31.22%2026-03-312026-05-05

JBL JABIL INC COM1.7K shares20.35%2026-03-312026-05-05

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST4.9K sharesnew addition2026-03-312026-05-05

HASI HA SUSTAINABLE INFRA CAP INC COM12.3K shares-46.07%2026-03-312026-05-05

RAL RALLIANT CORP COM10.9K shares-15.86%2026-03-312026-05-05

HAL HALLIBURTON CO COM11.6K shares8.42%2026-03-312026-05-05

RL RALPH LAUREN CORP CL A1.3K shares24.83%2026-03-312026-05-05

TSN TYSON FOODS INC CL A7.0K shares-2.39%2026-03-312026-05-05

Sponsored

CMS CMS ENERGY CORP COM5.7K shares10.08%2026-03-312026-05-05

ULTA ULTA BEAUTY INC COM844 shares61.69%2026-03-312026-05-05

KVUE KENVUE INC COM25.6K shares-47.08%2026-03-312026-05-05

VRSK VERISK ANALYTICS INC COM2.3K shares13.43%2026-03-312026-05-05

FFIV F5 INC COM1.5K shares59.52%2026-03-312026-05-05

PCG PG&E CORP COM25.0K shares10.04%2026-03-312026-05-05

OXY OCCIDENTAL PETE CORP COM6.7K shares31.85%2026-03-312026-05-05

TWLO TWILIO INC CL A3.5K shares125.03%2026-03-312026-05-05

Sponsored

A AGILENT TECHNOLOGIES INC COM3.8K shares-1.75%2026-03-312026-05-05

BOH BANK HAWAII CORP COM5.9K shares9.48%2026-03-312026-05-05

DEO DIAGEO PLC SPON ADR NEW5.8K shares-48.01%2026-03-312026-05-05

ACGL ARCH CAP GROUP LTD ORD4.5K shares27.71%2026-03-312026-05-05

HPE HEWLETT PACKARD ENTERPRISE CO COM18.0K shares-5.57%2026-03-312026-05-05

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A7.0K shares17.84%2026-03-312026-05-05

PSX PHILLIPS 66 COM2.3K shares9.18%2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L P COM11.1K shares-27.67%2026-03-312026-05-05

Sponsored

PYPL PAYPAL HLDGS INC COM9.3K shares16.79%2026-03-312026-05-05

EGP EASTGROUP PPTYS INC COM2.3K shares16.45%2026-03-312026-05-05

DGX QUEST DIAGNOSTICS INC COM2.1K shares-21.35%2026-03-312026-05-05

TDY TELEDYNE TECHNOLOGIES INC COM686 shares15.49%2026-03-312026-05-05

ST SENSATA TECHNOLOGIES HLDG PLC SHS11.7K shares30.77%2026-03-312026-05-05

UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT10.1K shares-1.19%2026-03-312026-05-05

TROW PRICE T ROWE GROUP INC COM4.5K shares8.31%2026-03-312026-05-05

RNG RINGCENTRAL INC CL A11.0K sharesnew addition2026-03-312026-05-05

Sponsored

UAL UNITED AIRLS HLDGS INC COM4.4K shares20.83%2026-03-312026-05-05

WAT WATERS CORP COM1.4K shares6.46%2026-03-312026-05-05

THG HANOVER INS GROUP INC COM2.3K shares17.77%2026-03-312026-05-05

SYF SYNCHRONY FINANCIAL COM6.0K shares28.95%2026-03-312026-05-05

ELV ELEVANCE HEALTH INC FORMERLY A COM1.4K shares-3.89%2026-03-312026-05-05

CTRA COTERRA ENERGY INC COM11.5K shares28.68%2026-03-312026-05-05

IWN ISHARES RUSSELL 2000 VALUE ETF2.1K shares4.46%2026-03-312026-05-05

RMD RESMED INC COM1.8K shares20.08%2026-03-312026-05-05

Sponsored

DDOG DATADOG INC CL A COM3.3K shares66.88%2026-03-312026-05-05

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4.9K shares0.00%2026-03-312026-05-05

CNQ CANADIAN NAT RES LTD MED TERM COM8.0K shares14.01%2026-03-312026-05-05

PAYX PAYCHEX INC COM4.2K shares57.31%2026-03-312026-05-05

IEF ISHARES 7-10 YEAR TREASURY BOND ETF4.1K shares-11.22%2026-03-312026-05-05

JBHT HUNT J B TRANS SVCS INC COM1.8K shares11.62%2026-03-312026-05-05

SPB SPECTRUM BRANDS HLDGS INC NEW COM5.2K shares17.37%2026-03-312026-05-05

NTRS NORTHERN TR CORP COM2.8K shares18.26%2026-03-312026-05-05

Sponsored

LITE LUMENTUM HLDGS INC COM549 sharesnew addition2026-03-312026-05-05

APP APPLOVIN CORP COM CL A963 shares-9.24%2026-03-312026-05-05

HEI.A HEICO CORP NEW CL A1.8K shares-9.39%2026-03-312026-05-05

EXPE EXPEDIA GROUP INC COM NEW1.7K shares0.85%2026-03-312026-05-05

AAPL

APPLE INC COM

0.84%

Shares1.4M

Event2026-03-31

Filed2026-05-05

IVV

ISHARES CORE S&P 500 ETF

24.05%

Shares435.3K

Event2026-03-31

Filed2026-05-05

ALPHABET INC CAP STK CL A

0.46%

Shares728.0K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP COM

-0.62%

Shares535.9K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION COM

21.03%

Shares1.0M

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC COM

-3.04%

Shares828.4K

Event2026-03-31

Filed2026-05-05

VSLU

APPLIED FINANCE VALUATION LARGE CAP ETF

41.23%

Shares2.8M

Event2026-03-31

Filed2026-05-05

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

7.71%

Shares1.1M

Event2026-03-31

Filed2026-05-05

ALPHABET INC CAP STK CL C

-1.25%

Shares345.4K

Event2026-03-31

Filed2026-05-05

VISA INC COM CL A

1.72%

Shares324.3K

Event2026-03-31

Filed2026-05-05

AMAT

APPLIED MATLS INC COM

-7.53%

Shares285.0K

Event2026-03-31

Filed2026-05-05

BROADCOM INC COM

8.83%

Shares311.3K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL CL B NEW

-4.11%

Shares196.2K

Event2026-03-31

Filed2026-05-05

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

0.26%

Shares1.7M

Event2026-03-31

Filed2026-05-05

GOVT

ISHARES U.S. TREASURY BOND ETF

0.44%

Shares3.5M

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO COM

9.84%

Shares266.9K

Event2026-03-31

Filed2026-05-05

META

META PLATFORMS INC CL A

-7.25%

Shares135.7K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION COM

1.27%

Shares74.1K

Event2026-03-31

Filed2026-05-05

BKNG

BOOKING HOLDINGS INC COM

-5.23%

Shares17.2K

Event2026-03-31

Filed2026-05-05

TJX

TJX COS INC NEW COM

-3.22%

Shares447.7K

Event2026-03-31

Filed2026-05-05

HLT

HILTON WORLDWIDE HLDGS INC COM

-6.57%

Shares227.2K

Event2026-03-31

Filed2026-05-05

JMEE

JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF

0.89%

Shares1.0M

Event2026-03-31

Filed2026-05-05

QLTY

GMO US QUALITY ETF

28.12%

Shares1.8M

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON COM

7.87%

Shares255.5K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES NATIONAL MUNI BOND ETF

5.80%

Shares566.4K

Event2026-03-31

Filed2026-05-05

KLAC

KLA CORP COM NEW

-6.21%

Shares40.8K

Event2026-03-31

Filed2026-05-05

LAM RESEARCH CORP COM NEW

-6.69%

Shares277.8K

Event2026-03-31

Filed2026-05-05

BLACKSTONE INC COM

-0.21%

Shares500.2K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC COM

-3.36%

Shares170.8K

Event2026-03-31

Filed2026-05-05

PWR

QUANTA SVCS INC COM

-0.82%

Shares100.2K

Event2026-03-31

Filed2026-05-05

DHR

DANAHER CORP DEL COM

-4.81%

Shares286.5K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES CORE MSCI EAFE ETF

38.11%

Shares597.5K

Event2026-03-31

Filed2026-05-05

APH

AMPHENOL CORP CL A

-1.15%

Shares424.1K

Event2026-03-31

Filed2026-05-05

HON

HONEYWELL INTL INC COM

-4.42%

Shares222.3K

Event2026-03-31

Filed2026-05-05

XYL

XYLEM INC COM

-7.57%

Shares405.0K

Event2026-03-31

Filed2026-05-05

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-14.55%

Shares434.1K

Event2026-03-31

Filed2026-05-05

ASTRAZENECA PLC ORD

New

Shares232.9K

Event2026-03-31

Filed2026-05-05

TMO

THERMO FISHER SCIENTIFIC INC COM

-2.97%

Shares93.3K

Event2026-03-31

Filed2026-05-05

CME

CME GROUP INC COM

-6.20%

Shares153.5K

Event2026-03-31

Filed2026-05-05

KMI

KINDER MORGAN INC DEL COM

5.89%

Shares1.3M

Event2026-03-31

Filed2026-05-05

VANGUARD S&P 500 ETF

21.04%

Shares69.9K

Event2026-03-31

Filed2026-05-05

BAC

BANK OF AMER CORP COM

9.03%

Shares828.2K

Event2026-03-31

Filed2026-05-05

SPY

STATE STREET SPDR S&P 500 ETF

-12.26%

Shares61.5K

Event2026-03-31

Filed2026-05-05

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares55

Event2026-03-31

Filed2026-05-05

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

1.31%

Shares465.2K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-14.91%

Shares715.1K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED CL A

-3.21%

Shares71.4K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES CORE S&P MID-CAP ETF

6.36%

Shares508.4K

Event2026-03-31

Filed2026-05-05

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

-0.33%

Shares648.0K

Event2026-03-31

Filed2026-05-05

QCOM

QUALCOMM INC COM

1.43%

Shares254.4K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO COM

72.98%

Shares35.3K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC COM

0.45%

Shares201.4K

Event2026-03-31

Filed2026-05-05

XMHQ

INVESCO S&P MIDCAP QUALITY ETF

3.59%

Shares296.0K

Event2026-03-31

Filed2026-05-05

MTD

METTLER TOLEDO INTERNATIONAL COM

-1.34%

Shares23.9K

Event2026-03-31

Filed2026-05-05

EOG

EOG RES INC COM

26.68%

Shares199.0K

Event2026-03-31

Filed2026-05-05

SPGI

S&P GLOBAL INC COM

-11.71%

Shares66.0K

Event2026-03-31

Filed2026-05-05

ORCL

ORACLE CORP COM

0.04%

Shares188.3K

Event2026-03-31

Filed2026-05-05

TXN

TEXAS INSTRS INC COM

-24.97%

Shares138.5K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC COM

0.74%

Shares120.1K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP COM

15.34%

Shares152.5K

Event2026-03-31

Filed2026-05-05

URI

UNITED RENTALS INC COM

-0.62%

Shares35.3K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TRUST SERIES I

-1.89%

Shares43.9K

Event2026-03-31

Filed2026-05-05

USB

US BANCORP COM NEW

11.99%

Shares483.9K

Event2026-03-31

Filed2026-05-05

CRM

SALESFORCE INC COM

-49.76%

Shares130.7K

Event2026-03-31

Filed2026-05-05

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

24.72%

Shares279.9K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO COM

1.32%

Shares161.2K

Event2026-03-31

Filed2026-05-05

SHW

SHERWIN WILLIAMS CO COM

-6.39%

Shares72.2K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-3.09%

Shares141.7K

Event2026-03-31

Filed2026-05-05

ACCENTURE PLC IRELAND SHS CLASS A

-28.48%

Shares101.2K

Event2026-03-31

Filed2026-05-05

MFC

MANULIFE FINL CORP COM

39.17%

Shares580.3K

Event2026-03-31

Filed2026-05-05

NXPI

NXP SEMICONDUCTORS N V COM

16.89%

Shares96.5K

Event2026-03-31

Filed2026-05-05

VANGUARD MID-CAP ETF

104.87%

Shares64.2K

Event2026-03-31

Filed2026-05-05

INTU

INTUIT COM

986.48%

Shares39.5K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC COM

4.35%

Shares24.1K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION COM

11.14%

Shares82.5K

Event2026-03-31

Filed2026-05-05

MMC

MARSH & MCLENNAN COS INC COM

0.01%

Shares96.7K

Event2026-03-31

Filed2026-05-05

IWV

ISHARES RUSSELL 3000 ETF

0.07%

Shares42.5K

Event2026-03-31

Filed2026-05-05

WMB

WILLIAMS COS INC COM

-0.29%

Shares213.2K

Event2026-03-31

Filed2026-05-05

SEIC

SEI INVTS CO COM

302.02%

Shares196.2K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC COM

2.42%

Shares197.3K

Event2026-03-31

Filed2026-05-05

STIFEL FINL CORP COM

51.75%

Shares193.6K

Event2026-03-31

Filed2026-05-05

SYK

STRYKER CORPORATION COM

-2.96%

Shares43.3K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC COM

10.86%

Shares115.2K

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC COM

8.15%

Shares16.4K

Event2026-03-31

Filed2026-05-05

IQV

IQVIA HLDGS INC COM

-31.85%

Shares80.1K

Event2026-03-31

Filed2026-05-05

EDWARDS LIFESCIENCES CORP COM

-0.99%

Shares170.1K

Event2026-03-31

Filed2026-05-05

OLED

UNIVERSAL DISPLAY CORP COM

9.88%

Shares147.8K

Event2026-03-31

Filed2026-05-05

NOW

SERVICENOW INC COM

131.43%

Shares127.4K

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

7.96%

Shares189.0K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC COM

29.16%

Shares139.5K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES CORE S&P SMALL CAP ETF

2.10%

Shares103.0K

Event2026-03-31

Filed2026-05-05

VANGUARD SMALL-CAP ETF

46.94%

Shares48.4K

Event2026-03-31

Filed2026-05-05

SCHW

SCHWAB CHARLES CORP COM

4.35%

Shares133.4K

Event2026-03-31

Filed2026-05-05

ADI

ANALOG DEVICES INC COM

-3.49%

Shares37.3K

Event2026-03-31

Filed2026-05-05

ZTS

ZOETIS INC CL A

-13.67%

Shares99.4K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES MSCI EAFE ETF

-1.73%

Shares118.6K

Event2026-03-31

Filed2026-05-05

PANW

PALO ALTO NETWORKS INC COM

5.22%

Shares71.5K

Event2026-03-31

Filed2026-05-05

COCA COLA CO COM

0.39%

Shares146.2K

Event2026-03-31

Filed2026-05-05

TRANE TECHNOLOGIES PLC SHS

1.40%

Shares26.6K

Event2026-03-31

Filed2026-05-05

JACOBS SOLUTIONS INC COM

2.03%

Shares84.3K

Event2026-03-31

Filed2026-05-05

IUSV

ISHARES CORE S&P US VALUE ETF

324.70%

Shares104.8K

Event2026-03-31

Filed2026-05-05

FLOT

ISHARES FLOATING RATE BOND ETF

73.33%

Shares209.1K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-1.54%

Shares49.3K

Event2026-03-31

Filed2026-05-05

STAG

STAG INDUSTRIAL INC COM

18.40%

Shares292.5K

Event2026-03-31

Filed2026-05-05

CHD

CHURCH & DWIGHT CO INC COM

-2.66%

Shares105.6K

Event2026-03-31

Filed2026-05-05

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-27.98%

Shares128.5K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP COM

-1.95%

Shares31.7K

Event2026-03-31

Filed2026-05-05

ISTB

ISHARES CORE 1-5 YEAR USD BOND ETF

13.50%

Shares201.1K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES COM

-0.89%

Shares90.5K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION COM

50.45%

Shares47.7K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC COM

7.18%

Shares72.4K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC COM

22.49%

Shares24.0K

Event2026-03-31

Filed2026-05-05

VLO

VALERO ENERGY CORP COM

844.87%

Shares35.7K

Event2026-03-31

Filed2026-05-05

LAZARD INC COM

1.17%

Shares199.2K

Event2026-03-31

Filed2026-05-05

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-1.34%

Shares158.0K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS COM

3.19%

Shares34.0K

Event2026-03-31

Filed2026-05-05

ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN

-0.20%

Shares218.3K

Event2026-03-31

Filed2026-05-05

AKAM

AKAMAI TECHNOLOGIES INC COM

-1.58%

Shares69.7K

Event2026-03-31

Filed2026-05-05

BLV

VANGUARD LONG-TERM BOND ETF

New

Shares116.1K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC COM

107.42%

Shares9.0K

Event2026-03-31

Filed2026-05-05

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

-3.19%

Shares298.8K

Event2026-03-31

Filed2026-05-05

MKC

MCCORMICK & CO INC COM NON VTG

-53.44%

Shares146.9K

Event2026-03-31

Filed2026-05-05

TFI

STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF

-0.26%

Shares163.1K

Event2026-03-31

Filed2026-05-05

JPEF

JPMORGAN EQUITY FOCUS ETF

18.44%

Shares99.0K

Event2026-03-31

Filed2026-05-05

KEYS

KEYSIGHT TECHNOLOGIES INC COM

2.15%

Shares24.5K

Event2026-03-31

Filed2026-05-05

ARCC

ARES CAPITAL CORP COM

4.31%

Shares380.4K

Event2026-03-31

Filed2026-05-05

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

799.01%

Shares82.7K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD TOTAL STOCK MARKET ETF

-0.64%

Shares19.3K

Event2026-03-31

Filed2026-05-05

CMCSA

COMCAST CORP NEW CL A

28.77%

Shares215.5K

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO COM

0.54%

Shares47.2K

Event2026-03-31

Filed2026-05-05

ROP

ROPER TECHNOLOGIES INC COM

-65.55%

Shares17.3K

Event2026-03-31

Filed2026-05-05

INDB

INDEPENDENT BK CORP MASS COM

-15.51%

Shares80.6K

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP COM

133.45%

Shares24.3K

Event2026-03-31

Filed2026-05-05

SHOP

SHOPIFY INC CL A SUB VTG SHS

-0.80%

Shares48.6K

Event2026-03-31

Filed2026-05-05

EATON CORP PLC SHS

6.76%

Shares15.3K

Event2026-03-31

Filed2026-05-05

ROBO

ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF

36.14%

Shares79.9K

Event2026-03-31

Filed2026-05-05

GLW

CORNING INC COM

-0.28%

Shares39.9K

Event2026-03-31

Filed2026-05-05

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-36.31%

Shares59.0K

Event2026-03-31

Filed2026-05-05

HBAN

HUNTINGTON BANCSHARES INC COM

-4.13%

Shares340.5K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES RUSSELL 1000 GROWTH ETF

0.67%

Shares12.4K

Event2026-03-31

Filed2026-05-05

AMGN

AMGEN INC COM

3.49%

Shares14.6K

Event2026-03-31

Filed2026-05-05

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-5.68%

Shares81.3K

Event2026-03-31

Filed2026-05-05

NFLX

NETFLIX INC. COM

22.60%

Shares50.5K

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB U.S. BROAD MARKET ETF

0.01%

Shares192.6K

Event2026-03-31

Filed2026-05-05

BOTZ

GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

39.80%

Shares143.8K

Event2026-03-31

Filed2026-05-05

ADBE

ADOBE INC COM

-77.30%

Shares19.6K

Event2026-03-31

Filed2026-05-05

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

-3.55%

Shares7.7K

Event2026-03-31

Filed2026-05-05

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

-65.20%

Shares58.5K

Event2026-03-31

Filed2026-05-05

PARKER-HANNIFIN CORP COM

83.77%

Shares5.0K

Event2026-03-31

Filed2026-05-05

GE AEROSPACE COM NEW

8.99%

Shares15.8K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO COM

-6.87%

Shares55.2K

Event2026-03-31

Filed2026-05-05

ECL

ECOLAB INC COM

2.45%

Shares16.5K

Event2026-03-31

Filed2026-05-05

STZ

CONSTELLATION BRANDS INC CL A

-21.03%

Shares28.7K

Event2026-03-31

Filed2026-05-05

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.01%

Shares14.1K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES RUSSELL 2000 ETF

1.92%

Shares17.1K

Event2026-03-31

Filed2026-05-05

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-0.42%

Shares31.6K

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC COM

10.90%

Shares25.2K

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO COM

-5.02%

Shares42.6K

Event2026-03-31

Filed2026-05-05

PFE

PFIZER INC COM

3.85%

Shares145.3K

Event2026-03-31

Filed2026-05-05

IWB

ISHARES RUSSELL 1000 ETF

-0.50%

Shares11.4K

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO COM

-6.94%

Shares13.3K

Event2026-03-31

Filed2026-05-05

AT&T INC COM

235.77%

Shares137.7K

Event2026-03-31

Filed2026-05-05

INVESCO GLOBAL LISTED PRIVATE EQUITY ETF

0.00%

Shares70.0K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-5.97%

Shares42.6K

Event2026-03-31

Filed2026-05-05

VHT

VANGUARD HEALTH CARE ETF

1078.40%

Shares14.4K

Event2026-03-31

Filed2026-05-05

TTD

THE TRADE DESK INC COM CL A

3.15%

Shares172.5K

Event2026-03-31

Filed2026-05-05

MDLZ

MONDELEZ INTL INC CL A

-1.62%

Shares67.4K

Event2026-03-31

Filed2026-05-05

SBUX

STARBUCKS CORP COM

-3.81%

Shares42.8K

Event2026-03-31

Filed2026-05-05

ILCB

ISHARES MORNINGSTAR U.S. EQUITY ETF

-0.92%

Shares42.3K

Event2026-03-31

Filed2026-05-05

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

-8.46%

Shares24.8K

Event2026-03-31

Filed2026-05-05

FIX

COMFORT SYS USA INC COM

New

Shares2.6K

Event2026-03-31

Filed2026-05-05

COLGATE PALMOLIVE CO COM

5.86%

Shares41.8K

Event2026-03-31

Filed2026-05-05

CBRE

CBRE GROUP INC CL A

-0.37%

Shares26.2K

Event2026-03-31

Filed2026-05-05

VRTX

VERTEX PHARMACEUTICALS INC COM

-3.09%

Shares7.8K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC CL A

-1.32%

Shares23.5K

Event2026-03-31

Filed2026-05-05

SHM

SPDR NUVEEN BLMBG ST MUNBD ETF

-12.78%

Shares69.9K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-5.81%

Shares17.3K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD VALUE ETF

-2.32%

Shares16.6K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP COM

5.66%

Shares5.4K

Event2026-03-31

Filed2026-05-05

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

-0.02%

Shares63.8K

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC COM

27.74%

Shares15.7K

Event2026-03-31

Filed2026-05-05

AMT

AMERICAN TOWER CORP COM

-3.83%

Shares18.4K

Event2026-03-31

Filed2026-05-05

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

101.99%

Shares19.7K

Event2026-03-31

Filed2026-05-05

WASH

WASHINGTON TR BANCORP INC COM

0.00%

Shares94.2K

Event2026-03-31

Filed2026-05-05

III

INFORMATION SVCS GROUP INC COM

0.00%

Shares819.1K

Event2026-03-31

Filed2026-05-05

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

-2.27%

Shares53.0K

Event2026-03-31

Filed2026-05-05

FTV

FORTIVE CORP COM

-1.47%

Shares56.0K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

13.99%

Shares9.2K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY COM NEW

6.05%

Shares18.6K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD GROWTH ETF

2.51%

Shares7.0K

Event2026-03-31

Filed2026-05-05

WDC

WESTERN DIGITAL CORP COM

-0.73%

Shares10.9K

Event2026-03-31

Filed2026-05-05

ESML

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

2.15%

Shares62.0K

Event2026-03-31

Filed2026-05-05

CAH

CARDINAL HEALTH INC COM

691.62%

Shares13.7K

Event2026-03-31

Filed2026-05-05

VOT

VANGUARD MID-CAP GROWTH ETF

0.01%

Shares11.2K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES S&P 500 VALUE ETF

25.25%

Shares13.7K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD SHARES

-0.31%

Shares6.7K

Event2026-03-31

Filed2026-05-05

ENTG

ENTEGRIS INC COM

-2.01%

Shares24.1K

Event2026-03-31

Filed2026-05-05

GILD

GILEAD SCIENCES INC COM

8.86%

Shares19.9K

Event2026-03-31

Filed2026-05-05

LOW

LOWES COS INC COM

6.70%

Shares11.6K

Event2026-03-31

Filed2026-05-05

STT

STATE STR CORP COM

4.14%

Shares21.4K

Event2026-03-31

Filed2026-05-05

ISRG

INTUITIVE SURGICAL INC COM NEW

-1.33%

Shares5.8K

Event2026-03-31

Filed2026-05-05

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

-3.01%

Shares18.1K

Event2026-03-31

Filed2026-05-05

FISERV INC COM

-9.05%

Shares47.6K

Event2026-03-31

Filed2026-05-05

SUSA

ISHARES ESG OPTIMIZED MSCI USA ETF

3.54%

Shares19.9K

Event2026-03-31

Filed2026-05-05

KMB

KIMBERLY-CLARK CORP COM

1.77%

Shares27.2K

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

-6.95%

Shares3.6K

Event2026-03-31

Filed2026-05-05

KVYO

KLAVIYO INC COM SER A

-0.01%

Shares128.9K

Event2026-03-31

Filed2026-05-05

DLR

DIGITAL RLTY TR INC COM

2.34%

Shares13.7K

Event2026-03-31

Filed2026-05-05

BLACKROCK INC COM

4.45%

Shares2.6K

Event2026-03-31

Filed2026-05-05

MICRON TECHNOLOGY INC COM

24.87%

Shares7.2K

Event2026-03-31

Filed2026-05-05

IAT

ISHARES U.S. REGIONAL BANKS ETF

-1.41%

Shares45.4K

Event2026-03-31

Filed2026-05-05

GARTNER INC COM

-11.12%

Shares15.1K

Event2026-03-31

Filed2026-05-05

AON PLC SHS CL A

13.58%

Shares7.3K

Event2026-03-31

Filed2026-05-05

MSI

MOTOROLA SOLUTIONS INC COM NEW

7.13%

Shares5.4K

Event2026-03-31

Filed2026-05-05

SMTH

ALPS/SMITH CORE PLUS BOND ETF

18.28%

Shares91.2K

Event2026-03-31

Filed2026-05-05

IBB

ISHARES BIOTECHNOLOGY ETF

-2.29%

Shares13.9K

Event2026-03-31

Filed2026-05-05

DEERE & CO COM

28.71%

Shares4.0K

Event2026-03-31

Filed2026-05-05

VLTO

VERALTO CORP COM SHS

-5.91%

Shares25.6K

Event2026-03-31

Filed2026-05-05

LINDE PLC SHS

45.69%

Shares4.4K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD SHORT-TERM BOND ETF

-23.05%

Shares27.3K

Event2026-03-31

Filed2026-05-05

SPHQ

INVESCO S&P 500 QUALITY ETF

-6.60%

Shares28.2K

Event2026-03-31

Filed2026-05-05

RARE

ULTRAGENYX PHARMACEUTICAL INC COM

-0.04%

Shares100.1K

Event2026-03-31

Filed2026-05-05

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-1.97%

Shares8.7K

Event2026-03-31

Filed2026-05-05

TDG

TRANSDIGM GROUP INC COM

806.03%

Shares1.8K

Event2026-03-31

Filed2026-05-05

TGT

TARGET CORP COM

9.24%

Shares17.2K

Event2026-03-31

Filed2026-05-05

CITIGROUP INC COM NEW

37.42%

Shares18.3K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD SMALL CAP VALUE ETF

171.72%

Shares9.5K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

23.78%

Shares31.9K

Event2026-03-31

Filed2026-05-05

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

-5.50%

Shares59.7K

Event2026-03-31

Filed2026-05-05

PJT

PJT PARTNERS INC COM CL A

-0.50%

Shares14.3K

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP COM

3.04%

Shares5.7K

Event2026-03-31

Filed2026-05-05

ACWX

ISHARES MSCI ACWI EX U.S. ETF

New

Shares28.2K

Event2026-03-31

Filed2026-05-05

IYE

ISHARES U.S. ENERGY ETF

-0.33%

Shares29.3K

Event2026-03-31

Filed2026-05-05

NTNX

NUTANIX INC CL A

4.62%

Shares49.3K

Event2026-03-31

Filed2026-05-05

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.00%

Shares18.6K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES S&P 500 GROWTH ETF

-0.07%

Shares16.4K

Event2026-03-31

Filed2026-05-05

AME

AMETEK INC COM

2.57%

Shares8.5K

Event2026-03-31

Filed2026-05-05

ALTRIA GROUP INC COM

17.74%

Shares27.0K

Event2026-03-31

Filed2026-05-05

CRWD

CROWDSTRIKE HLDGS INC CL A

-26.11%

Shares4.5K

Event2026-03-31

Filed2026-05-05

ICE

INTERCONTINENTAL EXCHANGE INC COM

-1.16%

Shares11.1K

Event2026-03-31

Filed2026-05-05

SHLD

GLOBAL X DEFENSE TECH ETF

New

Shares24.6K

Event2026-03-31

Filed2026-05-05

CROWN CASTLE INC COM

-13.68%

Shares20.8K

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC SHS

67.00%

Shares19.4K

Event2026-03-31

Filed2026-05-05

SNA

SNAP ON INC COM

1.80%

Shares4.6K

Event2026-03-31

Filed2026-05-05

CMI

CUMMINS INC COM

6.83%

Shares3.0K

Event2026-03-31

Filed2026-05-05

CVS

CVS HEALTH CORP COM

11.92%

Shares22.2K

Event2026-03-31

Filed2026-05-05

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

0.76%

Shares32.0K

Event2026-03-31

Filed2026-05-05

CHUBB LTD SWITZ COM

20.06%

Shares4.8K

Event2026-03-31

Filed2026-05-05

PSK

STATE STREET SPDR ICE PREFERRED SECURITIES ETF

292.37%

Shares50.7K

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP COM

18.70%

Shares35.3K

Event2026-03-31

Filed2026-05-05

GINN

INNOVATE EQUITY ETF

0.00%

Shares22.6K

Event2026-03-31

Filed2026-05-05

ORLY

OREILLY AUTOMOTIVE INC COM

-10.89%

Shares16.6K

Event2026-03-31

Filed2026-05-05

FLRT

PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF

20.75%

Shares33.0K

Event2026-03-31

Filed2026-05-05

DVYE

ISHARES EMERGING MARKETS DIVIDEND ETF

-0.00%

Shares44.1K

Event2026-03-31

Filed2026-05-05

BRX

BRIXMOR PPTY GROUP INC COM

New

Shares52.5K

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC COM

-6.24%

Shares5.5K

Event2026-03-31

Filed2026-05-05

ARCB

ARCBEST CORP COM

0.37%

Shares15.2K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC COM

51.67%

Shares29.7K

Event2026-03-31

Filed2026-05-05

AMTM

AMENTUM HOLDINGS INC COM

-5.21%

Shares56.8K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD FTSE EMERGING MARKETS ETF

3.08%

Shares27.4K

Event2026-03-31

Filed2026-05-05

INGERSOLL RAND INC COM

1.54%

Shares18.1K

Event2026-03-31

Filed2026-05-05

ASML

ASML HLDG NV N Y REGISTRY SHS

14.66%

Shares1.1K

Event2026-03-31

Filed2026-05-05

PGR

PROGRESSIVE CORP COM

49.93%

Shares7.2K

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP COM

2.02%

Shares5.0K

Event2026-03-31

Filed2026-05-05

ARISTA NETWORKS INC COM SHS

30.84%

Shares11.6K

Event2026-03-31

Filed2026-05-05

MMM

3M Company

-1.31%

Shares9.8K

Event2026-03-31

Filed2026-05-05

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

17.90%

Shares9.1K

Event2026-03-31

Filed2026-05-05

FITB

FIFTH THIRD BANCORP COM

New

Shares30.0K

Event2026-03-31

Filed2026-05-05

NGVC

NATURAL GROCERS BY VITAMIN COM

0.04%

Shares53.6K

Event2026-03-31

Filed2026-05-05

SOXX

ISHARES SEMICONDUCTOR ETF

102.55%

Shares4.1K

Event2026-03-31

Filed2026-05-05

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-21.79%

Shares4.3K

Event2026-03-31

Filed2026-05-05

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

-4.01%

Shares12.4K

Event2026-03-31

Filed2026-05-05

CWEN

CLEARWAY ENERGY INC CL C

0.09%

Shares33.1K

Event2026-03-31

Filed2026-05-05

BSX

BOSTON SCIENTIFIC CORP COM

-9.27%

Shares20.7K

Event2026-03-31

Filed2026-05-05

WEYERHAEUSER CO COM NEW

-2.46%

Shares53.2K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP COM

-10.71%

Shares1.9K

Event2026-03-31

Filed2026-05-05

AVT

AVNET INC COM

2.07%

Shares20.8K

Event2026-03-31

Filed2026-05-05

ADP

AUTOMATIC DATA PROCESSING INC COM

18.07%

Shares6.3K

Event2026-03-31

Filed2026-05-05

EFIV

STATE STREET SPDR S&P 500 ESG ETF

46.13%

Shares20.2K

Event2026-03-31

Filed2026-05-05

IRM

IRON MTN INC DEL COM

9.05%

Shares12.3K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS COM

16.18%

Shares9.4K

Event2026-03-31

Filed2026-05-05

AEP

AMERICAN ELEC PWR CO INC COM

2.34%

Shares9.5K

Event2026-03-31

Filed2026-05-05

QLV

FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND

-2.36%

Shares17.3K

Event2026-03-31

Filed2026-05-05

EBC

EASTERN BANKSHARES INC COM

91.37%

Shares63.5K

Event2026-03-31

Filed2026-05-05

DUKE ENERGY CORP NEW COM NEW

21.80%

Shares9.3K

Event2026-03-31

Filed2026-05-05

VIRT

VIRTU FINL INC CL A

-6.31%

Shares27.5K

Event2026-03-31

Filed2026-05-05

COF

CAPITAL ONE FINL CORP COM

-2.14%

Shares6.4K

Event2026-03-31

Filed2026-05-05

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

110.49%

Shares12.2K

Event2026-03-31

Filed2026-05-05

ITW

ILLINOIS TOOL WKS INC COM

-16.99%

Shares4.4K

Event2026-03-31

Filed2026-05-05

WASTE MGMT INC DEL COM

-13.93%

Shares5.0K

Event2026-03-31

Filed2026-05-05

LHX

L3HARRIS TECHNOLOGIES INC COM

4.69%

Shares3.3K

Event2026-03-31

Filed2026-05-05

BMY

BRISTOL-MYERS SQUIBB CO COM

28.34%

Shares18.8K

Event2026-03-31

Filed2026-05-05

UBER

UBER TECHNOLOGIES INC COM

35.03%

Shares15.6K

Event2026-03-31

Filed2026-05-05

PEG

PUBLIC SVC ENTERPRISE GROUP COM

136.98%

Shares13.8K

Event2026-03-31

Filed2026-05-05

DOV

DOVER CORP COM

-1.27%

Shares5.4K

Event2026-03-31

Filed2026-05-05

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.01%

Shares9.2K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD TOTAL BOND MARKET ETF

3.68%

Shares14.5K

Event2026-03-31

Filed2026-05-05

BOEING CO COM

30.43%

Shares5.2K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES SELECT DIVIDEND ETF

39.81%

Shares6.6K

Event2026-03-31

Filed2026-05-05

NKE

NIKE INC CL B

-11.14%

Shares19.0K

Event2026-03-31

Filed2026-05-05

LEN

LENNAR CORP CL A

8.98%

Shares11.2K

Event2026-03-31

Filed2026-05-05

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

-1.17%

Shares31.7K

Event2026-03-31

Filed2026-05-05

NUE

NUCOR CORP COM

85.35%

Shares5.6K

Event2026-03-31

Filed2026-05-05

MKL

MARKEL GROUP INC COM

-4.67%

Shares490

Event2026-03-31

Filed2026-05-05

CARR

CARRIER GLOBAL CORPORATION COM

5.03%

Shares16.6K

Event2026-03-31

Filed2026-05-05

ETR

ENTERGY CORP NEW COM

9.07%

Shares8.3K

Event2026-03-31

Filed2026-05-05

BROOKFIELD CORP CL A LTD VT SH

-7.55%

Shares22.7K

Event2026-03-31

Filed2026-05-05

FAST

FASTENAL CO COM

11.47%

Shares19.7K

Event2026-03-31

Filed2026-05-05

LNG

CHENIERE ENERGY INC COM NEW

-31.13%

Shares3.2K

Event2026-03-31

Filed2026-05-05

MCK

MCKESSON CORP COM

20.30%

Shares1.0K

Event2026-03-31

Filed2026-05-05

OKE

ONEOK INC NEW COM

10.12%

Shares9.8K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TRUST

11.98%

Shares10.1K

Event2026-03-31

Filed2026-05-05

CTVA

CORTEVA INC COM

18.84%

Shares10.5K

Event2026-03-31

Filed2026-05-05

EEM

ISHARES MSCI EMERGING MARKETS ETF

-7.04%

Shares15.4K

Event2026-03-31

Filed2026-05-05

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-9.81%

Shares7.4K

Event2026-03-31

Filed2026-05-05

EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

New

Shares18.3K

Event2026-03-31

Filed2026-05-05

SRE

SEMPRA COM

10.03%

Shares8.9K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES RUSSELL 1000 VALUE ETF

-0.05%

Shares4.0K

Event2026-03-31

Filed2026-05-05

NEM

NEWMONT CORP COM

29.86%

Shares7.9K

Event2026-03-31

Filed2026-05-05

HWM

HOWMET AEROSPACE INC COM

18.79%

Shares3.7K

Event2026-03-31

Filed2026-05-05

INVESCO S&P 500 EQUAL WEIGHT ETF

66.57%

Shares4.4K

Event2026-03-31

Filed2026-05-05

MPC

MARATHON PETE CORP COM

-0.47%

Shares3.4K

Event2026-03-31

Filed2026-05-05

ATI

ATI INC COM

-40.99%

Shares5.7K

Event2026-03-31

Filed2026-05-05

ADSK

AUTODESK INC COM

21.74%

Shares3.4K

Event2026-03-31

Filed2026-05-05

GWW

WW GRAINGER INC COM

22.28%

Shares752

Event2026-03-31

Filed2026-05-05

ABNB

AIRBNB INC COM CL A

26.17%

Shares6.5K

Event2026-03-31

Filed2026-05-05

ELECTRONIC ARTS INC COM

-21.10%

Shares4.0K

Event2026-03-31

Filed2026-05-05

PLD

PROLOGIS INC. COM

32.50%

Shares6.1K

Event2026-03-31

Filed2026-05-05

TER

TERADYNE INC COM

48.39%

Shares2.7K

Event2026-03-31

Filed2026-05-05

STLD

STEEL DYNAMICS INC COM

0.70%

Shares4.5K

Event2026-03-31

Filed2026-05-05

YUM

YUM BRANDS INC COM

17.09%

Shares5.2K

Event2026-03-31

Filed2026-05-05

HXL

HEXCEL CORP NEW COM

0.23%

Shares9.9K

Event2026-03-31

Filed2026-05-05

MNST

MONSTER BEVERAGE CORP NEW COM

1.96%

Shares10.9K

Event2026-03-31

Filed2026-05-05

MTB

M & T BK CORP COM

4.74%

Shares3.8K

Event2026-03-31

Filed2026-05-05

JCI

JOHNSON CTLS INTL PLC SHS

46.47%

Shares5.9K

Event2026-03-31

Filed2026-05-05

DELL

DELL TECHNOLOGIES INC CL C

40.57%

Shares4.7K

Event2026-03-31

Filed2026-05-05

CANADIAN IMPERIAL BANK OF COMM COM

4.95%

Shares8.0K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-4.79%

Shares9.1K

Event2026-03-31

Filed2026-05-05

NVS

NOVARTIS AG SPONSORED ADR

22.95%

Shares4.9K

Event2026-03-31

Filed2026-05-05

PAAA

PGIM AAA CLO ETF

8.29%

Shares14.6K

Event2026-03-31

Filed2026-05-05

TRV

TRAVELERS COMPANIES INC COM

4.81%

Shares2.5K

Event2026-03-31

Filed2026-05-05

SNDK

SANDISK CORP COM

New

Shares1.2K

Event2026-03-31

Filed2026-05-05

MPWR

MONOLITHIC PWR SYS INC COM

30.65%

Shares665

Event2026-03-31

Filed2026-05-05

AWK

AMERICAN WTR WKS CO INC NEW COM

-3.01%

Shares5.3K

Event2026-03-31

Filed2026-05-05

MUNY

VANGUARD NEW YORK TAX-EXEMPT BOND ETF

16.62%

Shares6.9K

Event2026-03-31

Filed2026-05-05

CF INDUSTRIES HOLD COM

New

Shares5.4K

Event2026-03-31

Filed2026-05-05

CDNS

CADENCE DESIGN SYSTEM INC COM

-2.18%

Shares2.5K

Event2026-03-31

Filed2026-05-05

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

2.62%

Shares11.7K

Event2026-03-31

Filed2026-05-05

PHM

PULTE GROUP INC COM

-28.82%

Shares5.9K

Event2026-03-31

Filed2026-05-05

HCA

HCA HEALTHCARE INC COM

16.02%

Shares1.5K

Event2026-03-31

Filed2026-05-05

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

1.47%

Shares6.3K

Event2026-03-31

Filed2026-05-05

CEG

CONSTELLATION ENERGY CORP COM

-0.33%

Shares2.4K

Event2026-03-31

Filed2026-05-05

BANK NEW YORK MELLON CORP COM

17.09%

Shares5.7K

Event2026-03-31

Filed2026-05-05

CONSOLIDATED EDISON INC COM

12.32%

Shares6.0K

Event2026-03-31

Filed2026-05-05

MARVELL TECHNOLOGY INC COM

-32.93%

Shares6.8K

Event2026-03-31

Filed2026-05-05

IDXX

IDEXX LABS INC COM

10.86%

Shares1.2K

Event2026-03-31

Filed2026-05-05

SHEL

SHELL PLC SPON ADS

9.96%

Shares7.2K

Event2026-03-31

Filed2026-05-05

THE CIGNA GROUP COM

42.64%

Shares2.5K

Event2026-03-31

Filed2026-05-05

SLB

SLB LIMITED COM STK

34.07%

Shares12.7K

Event2026-03-31

Filed2026-05-05

PHO

INVESCO WATER RESOURCES ETF

0.43%

Shares9.7K

Event2026-03-31

Filed2026-05-05

SOUTHERN CO COM

51.37%

Shares6.7K

Event2026-03-31

Filed2026-05-05

FDX

FEDEX CORP COM

12.15%

Shares1.8K

Event2026-03-31

Filed2026-05-05

PATK

PATRICK INDS INC COM

-43.93%

Shares5.8K

Event2026-03-31

Filed2026-05-05

EQIX

EQUINIX INC COM

65.74%

Shares658

Event2026-03-31

Filed2026-05-05

ROK

ROCKWELL AUTOMATION INC COM

10.73%

Shares1.8K

Event2026-03-31

Filed2026-05-05

HAS

HASBRO INC COM

-2.47%

Shares6.8K

Event2026-03-31

Filed2026-05-05

MTZ

MASTEC INC COM

6.62%

Shares2.0K

Event2026-03-31

Filed2026-05-05

HIG

HARTFORD INSURANCE GROUP INC COM

15.90%

Shares4.7K

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO NASDAQ 100 ETF

-24.74%

Shares2.6K

Event2026-03-31

Filed2026-05-05

GTLS

CHART INDS INC COM

-43.02%

Shares3.0K

Event2026-03-31

Filed2026-05-05

LABCORP HOLDINGS INC COM SHS

4.03%

Shares2.3K

Event2026-03-31

Filed2026-05-05

ON SEMICONDUCTOR CORP COM

6.83%

Shares9.9K

Event2026-03-31

Filed2026-05-05

DUPONT DE NEMOURS INC COM

2.80%

Shares13.4K

Event2026-03-31

Filed2026-05-05

CTAS

CINTAS CORP COM

62.33%

Shares3.6K

Event2026-03-31

Filed2026-05-05

EXC

EXELON CORP COM

25.37%

Shares12.4K

Event2026-03-31

Filed2026-05-05

STANLEY BLACK & DECKER INC COM

17.10%

Shares8.6K

Event2026-03-31

Filed2026-05-05

BALL

BALL CORP COM

1.23%

Shares10.3K

Event2026-03-31

Filed2026-05-05

REGN

REGENERON PHARMACEUTICALS COM

9.28%

Shares777

Event2026-03-31

Filed2026-05-05

TMUS

T-MOBILE US INC COM

31.29%

Shares2.9K

Event2026-03-31

Filed2026-05-05

MCO

MOODYS CORP COM

23.58%

Shares1.4K

Event2026-03-31

Filed2026-05-05

CPRT

COPART INC COM

-10.34%

Shares17.8K

Event2026-03-31

Filed2026-05-05

PLMR

PALOMAR HLDGS INC COM

-46.26%

Shares4.9K

Event2026-03-31

Filed2026-05-05

APA CORPORATION COM

17.64%

Shares13.8K

Event2026-03-31

Filed2026-05-05

ROST

ROSS STORES INC COM

100.74%

Shares2.7K

Event2026-03-31

Filed2026-05-05

THC

TENET HEALTHCARE CORP COM NEW

3.49%

Shares3.1K

Event2026-03-31

Filed2026-05-05

CMF

ISHARES CALIFORNIA MUNI BOND ETF

-2.97%

Shares10.1K

Event2026-03-31

Filed2026-05-05

ODFL

OLD DOMINION FREIGHT LINE INC COM

-9.10%

Shares2.9K

Event2026-03-31

Filed2026-05-05

HSY

HERSHEY CO COM

5.54%

Shares2.7K

Event2026-03-31

Filed2026-05-05

RJF

RAYMOND JAMES FINL INC COM

-30.71%

Shares3.9K

Event2026-03-31

Filed2026-05-05

TORONTO DOMINION BK ONT COM NEW

10.13%

Shares6.0K

Event2026-03-31

Filed2026-05-05

ALL

ALLSTATE CORP COM

51.95%

Shares2.7K

Event2026-03-31

Filed2026-05-05

QNITY ELECTRONICS INC COMMON STOCK

13.98%

Shares4.8K

Event2026-03-31

Filed2026-05-05

SNPS

SYNOPSYS INC COM

99.15%

Shares1.4K

Event2026-03-31

Filed2026-05-05

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

17.52%

Shares1.4K

Event2026-03-31

Filed2026-05-05

AIG

AMERICAN INTL GROUP INC COM NEW

43.92%

Shares7.4K

Event2026-03-31

Filed2026-05-05

DAL

DELTA AIR LINES INC COM NEW

10.49%

Shares8.3K

Event2026-03-31

Filed2026-05-05

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

0.47%

Shares9.4K

Event2026-03-31

Filed2026-05-05

PAYC

PAYCOM SOFTWARE INC COM

15.74%

Shares4.5K

Event2026-03-31

Filed2026-05-05

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

16.35%

Shares4.1K

Event2026-03-31

Filed2026-05-05

MET

METLIFE INC COM

4.09%

Shares7.8K

Event2026-03-31

Filed2026-05-05

APD

AIR PRODUCTS AND CHEMICALS INC COM

33.57%

Shares1.9K

Event2026-03-31

Filed2026-05-05

EBAY

EBAY INC. COM

55.86%

Shares6.0K

Event2026-03-31

Filed2026-05-05

SOLSTICE ADVANCED MATLS INC COM SHS

-51.38%

Shares7.1K

Event2026-03-31

Filed2026-05-05

CASY

CASEYS GEN STORES INC COM

2.49%

Shares740

Event2026-03-31

Filed2026-05-05

FTNT

FORTINET INC COM

44.28%

Shares6.6K

Event2026-03-31

Filed2026-05-05

FCX

FREEPORT MCMORAN INC CL B

21.33%

Shares9.1K

Event2026-03-31

Filed2026-05-05

GENERAL MTRS CO COM

17.69%

Shares7.1K

Event2026-03-31

Filed2026-05-05

GRMN

GARMIN LTD SHS

109.90%

Shares2.3K

Event2026-03-31

Filed2026-05-05

MSCI

MSCI INC COM

54.49%

Shares981

Event2026-03-31

Filed2026-05-05

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

CSL

CARLISLE COS INC COM

2.16%

Shares1.6K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.00%

Shares21.0K

Event2026-03-31

Filed2026-05-05

PNC

PNC FINL SVCS GROUP INC COM

20.51%

Shares2.5K

Event2026-03-31

Filed2026-05-05

AMJB

ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044

-48.97%

Shares14.9K

Event2026-03-31

Filed2026-05-05

CENCORA INC COM

11.65%

Shares1.6K

Event2026-03-31

Filed2026-05-05

CNI

CANADIAN NATL RY CO COM

7.01%

Shares5.0K

Event2026-03-31

Filed2026-05-05

AFL

AFLAC INC COM

9.80%

Shares4.7K

Event2026-03-31

Filed2026-05-05

CURTISS WRIGHT CORP COM

8.47%

Shares743

Event2026-03-31

Filed2026-05-05

EME

EMCOR GROUP INC COM

77.92%

Shares685

Event2026-03-31

Filed2026-05-05

DECK

DECKERS OUTDOOR CORP COM

3.69%

Shares5.0K

Event2026-03-31

Filed2026-05-05

VFH

VANGUARD FINANCIALS ETF

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-05

WELL

WELLTOWER INC COM

6.82%

Shares2.5K

Event2026-03-31

Filed2026-05-05

IWR

ISHARES RUSSELL MIDCAP ETF

-13.47%

Shares5.2K

Event2026-03-31

Filed2026-05-05

NDAQ

NASDAQ INC COM

21.03%

Shares5.9K

Event2026-03-31

Filed2026-05-05

AZO

AUTOZONE INC COM

-8.70%

Shares147

Event2026-03-31

Filed2026-05-05

BJS WHSL CLUB HLDGS INC COM

-39.17%

Shares5.0K

Event2026-03-31

Filed2026-05-05

HII

HUNTINGTON INGALLS INDS INC COM

14.51%

Shares1.3K

Event2026-03-31

Filed2026-05-05

HOLX

HOLOGIC INC COM

4.59%

Shares6.5K

Event2026-03-31

Filed2026-05-05

PTC

PTC INC COM

142.74%

Shares3.4K

Event2026-03-31

Filed2026-05-05

WAB

WABTEC COM

6.49%

Shares1.9K

Event2026-03-31

Filed2026-05-05

MLM

MARTIN MARIETTA MATLS INC COM

92.72%

Shares821

Event2026-03-31

Filed2026-05-05

TE CONNECTIVITY PLC ORD SHS

-8.16%

Shares2.3K

Event2026-03-31

Filed2026-05-05

UPS

UNITED PARCEL SVCS INC CL B

14.04%

Shares4.9K

Event2026-03-31

Filed2026-05-05

TRMB

TRIMBLE INC COM

128.59%

Shares7.3K

Event2026-03-31

Filed2026-05-05

IYW

ISHARES U.S. TECHNOLOGY ETF

33.25%

Shares2.6K

Event2026-03-31

Filed2026-05-05

STERIS PLC SHS USD

-44.77%

Shares2.2K

Event2026-03-31

Filed2026-05-05

DSI

ISHARES ESG MSCI KLD 400 ETF

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-05

TYL

TYLER TECHNOLOGIES INC COM

-23.16%

Shares1.4K

Event2026-03-31

Filed2026-05-05

KKR & CO INC COM

-8.29%

Shares5.1K

Event2026-03-31

Filed2026-05-05

PCAR

PACCAR INC COM

3.87%

Shares4.1K

Event2026-03-31

Filed2026-05-05

WBD

WARNER BROS DISCOVERY INC COM SER A

30.27%

Shares17.0K

Event2026-03-31

Filed2026-05-05

TXG

10X GENOMICS INC CL A COM

49.93%

Shares22.0K

Event2026-03-31

Filed2026-05-05

EVERSOURCE ENERGY COM

29.74%

Shares6.7K

Event2026-03-31

Filed2026-05-05

MAR

MARRIOTT INTL INC NEW CL A

16.87%

Shares1.4K

Event2026-03-31

Filed2026-05-05

WSM

WILLIAMS SONOMA INC COM

-1.60%

Shares2.5K

Event2026-03-31

Filed2026-05-05

BIIB

BIOGEN INC COM

13.08%

Shares2.5K

Event2026-03-31

Filed2026-05-05

AUTONATION INC COM

-2.51%

Shares2.3K

Event2026-03-31

Filed2026-05-05

DVN

DEVON ENERGY CORP NEW COM

13.99%

Shares9.0K

Event2026-03-31

Filed2026-05-05

JHG

JANUS HENDERSON GROUP PLC ORD SHS

31.22%

Shares8.8K

Event2026-03-31

Filed2026-05-05

JBL

JABIL INC COM

20.35%

Shares1.7K

Event2026-03-31

Filed2026-05-05

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

New

Shares4.9K

Event2026-03-31

Filed2026-05-05

HASI

HA SUSTAINABLE INFRA CAP INC COM

-46.07%

Shares12.3K

Event2026-03-31

Filed2026-05-05

RAL

RALLIANT CORP COM

-15.86%

Shares10.9K

Event2026-03-31

Filed2026-05-05

HAL

HALLIBURTON CO COM

8.42%

Shares11.6K

Event2026-03-31

Filed2026-05-05

RALPH LAUREN CORP CL A

24.83%

Shares1.3K

Event2026-03-31

Filed2026-05-05

TSN

TYSON FOODS INC CL A

-2.39%

Shares7.0K

Event2026-03-31

Filed2026-05-05

CMS

CMS ENERGY CORP COM

10.08%

Shares5.7K

Event2026-03-31

Filed2026-05-05

ULTA

ULTA BEAUTY INC COM

61.69%

Shares844

Event2026-03-31

Filed2026-05-05

KVUE

KENVUE INC COM

-47.08%

Shares25.6K

Event2026-03-31

Filed2026-05-05

VRSK

VERISK ANALYTICS INC COM

13.43%

Shares2.3K

Event2026-03-31

Filed2026-05-05

FFIV

F5 INC COM

59.52%

Shares1.5K

Event2026-03-31

Filed2026-05-05

PCG

PG&E CORP COM

10.04%

Shares25.0K

Event2026-03-31

Filed2026-05-05

OXY

OCCIDENTAL PETE CORP COM

31.85%

Shares6.7K

Event2026-03-31

Filed2026-05-05

TWLO

TWILIO INC CL A

125.03%

Shares3.5K

Event2026-03-31

Filed2026-05-05

AGILENT TECHNOLOGIES INC COM

-1.75%

Shares3.8K

Event2026-03-31

Filed2026-05-05

BOH

BANK HAWAII CORP COM

9.48%

Shares5.9K

Event2026-03-31

Filed2026-05-05

DEO

DIAGEO PLC SPON ADR NEW

-48.01%

Shares5.8K

Event2026-03-31

Filed2026-05-05

ACGL

ARCH CAP GROUP LTD ORD

27.71%

Shares4.5K

Event2026-03-31

Filed2026-05-05

HPE

HEWLETT PACKARD ENTERPRISE CO COM

-5.57%

Shares18.0K

Event2026-03-31

Filed2026-05-05

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CL A

17.84%

Shares7.0K

Event2026-03-31

Filed2026-05-05

PSX

PHILLIPS 66 COM

9.18%

Shares2.3K

Event2026-03-31

Filed2026-05-05

EPD

ENTERPRISE PRODS PARTNERS L P COM

-27.67%

Shares11.1K

Event2026-03-31

Filed2026-05-05

PYPL

PAYPAL HLDGS INC COM

16.79%

Shares9.3K

Event2026-03-31

Filed2026-05-05

EGP

EASTGROUP PPTYS INC COM

16.45%

Shares2.3K

Event2026-03-31

Filed2026-05-05

DGX

QUEST DIAGNOSTICS INC COM

-21.35%

Shares2.1K

Event2026-03-31

Filed2026-05-05

TDY

TELEDYNE TECHNOLOGIES INC COM

15.49%

Shares686

Event2026-03-31

Filed2026-05-05

SENSATA TECHNOLOGIES HLDG PLC SHS

30.77%

Shares11.7K

Event2026-03-31

Filed2026-05-05

UHT

UNIVERSAL HEALTH RLTY INCOME SH BEN INT

-1.19%

Shares10.1K

Event2026-03-31

Filed2026-05-05

TROW

PRICE T ROWE GROUP INC COM

8.31%

Shares4.5K

Event2026-03-31

Filed2026-05-05

RNG

RINGCENTRAL INC CL A

New

Shares11.0K

Event2026-03-31

Filed2026-05-05

UAL

UNITED AIRLS HLDGS INC COM

20.83%

Shares4.4K

Event2026-03-31

Filed2026-05-05

WAT

WATERS CORP COM

6.46%

Shares1.4K

Event2026-03-31

Filed2026-05-05

THG

HANOVER INS GROUP INC COM

17.77%

Shares2.3K

Event2026-03-31

Filed2026-05-05

SYF

SYNCHRONY FINANCIAL COM

28.95%

Shares6.0K

Event2026-03-31

Filed2026-05-05

ELV

ELEVANCE HEALTH INC FORMERLY A COM

-3.89%

Shares1.4K

Event2026-03-31

Filed2026-05-05

CTRA

COTERRA ENERGY INC COM

28.68%

Shares11.5K

Event2026-03-31

Filed2026-05-05

IWN

ISHARES RUSSELL 2000 VALUE ETF

4.46%

Shares2.1K

Event2026-03-31

Filed2026-05-05

RMD

RESMED INC COM

20.08%

Shares1.8K

Event2026-03-31

Filed2026-05-05

DDOG

DATADOG INC CL A COM

66.88%

Shares3.3K

Event2026-03-31

Filed2026-05-05

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-05

CNQ

CANADIAN NAT RES LTD MED TERM COM

14.01%

Shares8.0K

Event2026-03-31

Filed2026-05-05

PAYX

PAYCHEX INC COM

57.31%

Shares4.2K

Event2026-03-31

Filed2026-05-05

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-11.22%

Shares4.1K

Event2026-03-31

Filed2026-05-05

JBHT

HUNT J B TRANS SVCS INC COM

11.62%

Shares1.8K

Event2026-03-31

Filed2026-05-05

SPB

SPECTRUM BRANDS HLDGS INC NEW COM

17.37%

Shares5.2K

Event2026-03-31

Filed2026-05-05

NTRS

NORTHERN TR CORP COM

18.26%

Shares2.8K

Event2026-03-31

Filed2026-05-05

LITE

LUMENTUM HLDGS INC COM

New

Shares549

Event2026-03-31

Filed2026-05-05

APP

APPLOVIN CORP COM CL A

-9.24%

Shares963

Event2026-03-31

Filed2026-05-05

HEI.A

HEICO CORP NEW CL A

-9.39%

Shares1.8K

Event2026-03-31

Filed2026-05-05

EXPE

EXPEDIA GROUP INC COM NEW

0.85%

Shares1.7K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

NFE Call CallNEW FORTRESS ENERGY INC COM CL A1.0K shares0.00%2026-03-312026-05-05

NFE Call

NEW FORTRESS ENERGY INC COM CL A

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-05

Put Option Holdings

No put option holdings data available