Sponsored
The Analysis of Crews Bank & Trust's Holdings & P&L
Currently, Crews Bank & Trust holds 673 types of securities in its portfolio with a total value $689.8M. In the most recent quarter, they have increased their positions in SPYM (+19.5K shares, valued at $1.5M), IBDU (+57.8K shares, valued at $1.3M), SPIB (+37.2K shares, valued at $1.2M); decreased their positions in SPSM (-31.9K shares, valued at $1.5M), SPMD (-13.0K shares, valued at $770.5K), EUSA (-6.3K shares, valued at $636.3K); initiated new positions in N/A (+1.4K shares, valued at $107.0K), N/A (+450 shares, valued at $88.7K), N/A (+2.7K shares, valued at $78.3K).
1M P&L
+10.8M+1.58%
3M P&L
-141.3M-16.93%
HY P&L
-118.7M-14.62%
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/A505.0M
77.4%
2Consumer Electronics19.8M
3.0%
3Software - Infrastructure16.4M
2.5%
Top Industries by Stock Count
1N/A257 stocks
44.6%
2Utilities - Regulated Electric16 stocks
2.8%
3Semiconductors14 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF82.6K shares0.71%2026-03-312026-05-13
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Harrison Street Real Estate I Harrison Street Real Estate I1.8K sharesnew addition2026-03-312026-05-13
Alerian Master Limited Partnership ETF Alerian Master Limited Partnership ETF800 shares0.00%2026-03-312026-05-13
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Variant Alternative Income Fd Instl Variant Alternative Income Fd Instl766 sharesnew addition2026-03-312026-05-13
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SPYM
1.71%State Street SPDR Port S&P 500 Large Cap ETF
Shares1.2M
Event2026-03-31
Filed2026-05-13
SLQD
3.15%iShares 0-5 Year Investment Grade ETF
Shares759.6K
Event2026-03-31
Filed2026-05-13
VIG
1.69%Vanguard Dividend Appreciation ETF
Shares175.1K
Event2026-03-31
Filed2026-05-13
VYM
-0.70%Vanguard High Dividend Yield ETF
Shares246.3K
Event2026-03-31
Filed2026-05-13
VUG
3.48%Vanguard Growth ETF
Shares67.8K
Event2026-03-31
Filed2026-05-13
SPIB
5.08%State Street SPDR Intermediate Corp Bond ETF
Shares770.3K
Event2026-03-31
Filed2026-05-13
SPSM
-6.15%State Street SPDR Port S&P 600 Small Cap ETF
Shares486.7K
Event2026-03-31
Filed2026-05-13
VCIT
2.93%Vanguard Intermediate-Term Corporate Bond ETF
Shares236.2K
Event2026-03-31
Filed2026-05-13
SPMD
-3.81%State Street SPDR Port S&P 400 Mid Cap ETF
Shares328.1K
Event2026-03-31
Filed2026-05-13
AAPL
-2.05%Apple Inc
Shares71.3K
Event2026-03-31
Filed2026-05-13
Invesco S&P 500 Equal Weight ETF
0.71%Invesco S&P 500 Equal Weight ETF
Shares82.6K
Event2026-03-31
Filed2026-05-13
EUSA
-4.12%iShares MSCI USA Equal Weighted ETF
Shares145.4K
Event2026-03-31
Filed2026-05-13
BSV
2.63%Vanguard Short-Term Bond ETF
Shares138.6K
Event2026-03-31
Filed2026-05-13
MSFT
-1.53%Microsoft Corporation
Shares29.2K
Event2026-03-31
Filed2026-05-13
VTI
-0.86%Vanguard Total Stock Market ETF
Shares28.7K
Event2026-03-31
Filed2026-05-13
DGRO
1.41%iShares Core Dividend Growth ETF
Shares124.7K
Event2026-03-31
Filed2026-05-13
XLK
-1.52%State Street Technology Select Sector SPDR
Shares60.4K
Event2026-03-31
Filed2026-05-13
VUSB
18.11%Vanguard Ultra-Short Bond ETF
Shares157.4K
Event2026-03-31
Filed2026-05-13
Alphabet Inc Class A
-3.11%Alphabet Inc Class A
Shares24.3K
Event2026-03-31
Filed2026-05-13
SPY
-0.09%STATE STREET SPDR S&P 500 ETF TRUST
Shares10.1K
Event2026-03-31
Filed2026-05-13
V
-0.61%Visa Inc
Shares20.6K
Event2026-03-31
Filed2026-05-13
Invesco QQQ Trust ETF
0.68%Invesco QQQ Trust ETF
Shares10.5K
Event2026-03-31
Filed2026-05-13
IBDR
-0.84%iBonds December 2026 Corporate Term ETF
Shares225.7K
Event2026-03-31
Filed2026-05-13
IBDS
4.55%iBonds December 2027 Corporate Term ETF
Shares222.5K
Event2026-03-31
Filed2026-05-13
LLY
-0.48%Eli Lilly and Co
Shares5.8K
Event2026-03-31
Filed2026-05-13
IBDT
8.53%iBonds December 2028 Corporate Term ETF
Shares202.0K
Event2026-03-31
Filed2026-05-13
MGC
14.14%Vanguard Mega Cap ETF
Shares19.7K
Event2026-03-31
Filed2026-05-13
JPM
-0.89%JPMorgan Chase & Co
Shares15.7K
Event2026-03-31
Filed2026-05-13
FLOT
12.43%iShares Floating Rate Bond ETF
Shares90.4K
Event2026-03-31
Filed2026-05-13
AMZN
-1.61%Amazon Com Inc
Shares22.0K
Event2026-03-31
Filed2026-05-13
IWM
-0.63%iShares Russell 2000 Small-Cap ETF
Shares17.3K
Event2026-03-31
Filed2026-05-13
IBDU
46.00%iBonds December 2029 Corporate Term ETF
Shares183.3K
Event2026-03-31
Filed2026-05-13
PSK
-0.17%State Street SPDR ICE Preferred Sec ETF
Shares138.1K
Event2026-03-31
Filed2026-05-13
Alphabet Inc
-1.23%Alphabet Inc
Shares14.4K
Event2026-03-31
Filed2026-05-13
MDY
-1.42%State Street SPDR S&P 400 Mid-Cap ETF
Shares5.8K
Event2026-03-31
Filed2026-05-13
JNJ
-1.90%Johnson & Johnson
Shares12.3K
Event2026-03-31
Filed2026-05-13
GLW
0.00%Corning Incorporated
Shares21.7K
Event2026-03-31
Filed2026-05-13
PFF
-1.58%iShares U.S. Preferred Stock ETF
Shares96.3K
Event2026-03-31
Filed2026-05-13
VYMI
-1.86%Vanguard International High Dividend ETF
Shares30.5K
Event2026-03-31
Filed2026-05-13
ICE
-2.32%Intercontinental Exchange Inc
Shares17.0K
Event2026-03-31
Filed2026-05-13
VOX
-1.88%Vanguard Communication Services ETF
Shares13.9K
Event2026-03-31
Filed2026-05-13
HDV
2.74%iShares Core High Dividend ETF
Shares18.2K
Event2026-03-31
Filed2026-05-13
CVX
-1.37%Chevron Corporation
Shares11.4K
Event2026-03-31
Filed2026-05-13
HD
-3.96%Home Depot Inc
Shares7.0K
Event2026-03-31
Filed2026-05-13
MCD
-2.66%McDonald's Corporation
Shares7.3K
Event2026-03-31
Filed2026-05-13
PFFD
-0.75%Global X US Preferred ETF
Shares119.5K
Event2026-03-31
Filed2026-05-13
XLY
-1.44%State Street Consumer Dis Select Sector SPDR
Shares20.1K
Event2026-03-31
Filed2026-05-13
LQD
-5.80%iShares iBoxx Investment Grade Corp Bond ETF
Shares20.1K
Event2026-03-31
Filed2026-05-13
American Coastal Ins Corp
0.00%American Coastal Ins Corp
Shares189.1K
Event2026-03-31
Filed2026-05-13
XLV
-4.02%State Street Health Care Select Sector SPDR E
Shares14.4K
Event2026-03-31
Filed2026-05-13
XOM
-0.92%Exxon Mobil Corporation
Shares12.3K
Event2026-03-31
Filed2026-05-13
XLU
-1.89%State Street Utilities Select Sector SPDR ETF
Shares44.8K
Event2026-03-31
Filed2026-05-13
XLF
-2.17%Financial Select Sector SPDR ETF
Shares41.5K
Event2026-03-31
Filed2026-05-13
XLI
-1.24%State Street Industrial Select Sector SPDR ET
Shares12.6K
Event2026-03-31
Filed2026-05-13
VTV
1.52%Vanguard Value ETF
Shares10.1K
Event2026-03-31
Filed2026-05-13
WMT
0.00%Wal-Mart Stores Inc
Shares15.7K
Event2026-03-31
Filed2026-05-13
Vanguard S&P 500 Index ETF
-0.81%Vanguard S&P 500 Index ETF
Shares3.2K
Event2026-03-31
Filed2026-05-13
DE
0.00%Deere & Company
Shares3.4K
Event2026-03-31
Filed2026-05-13
NVDA
0.84%Nvidia Corp Com
Shares10.6K
Event2026-03-31
Filed2026-05-13
ABBV
-1.59%AbbVie Inc
Shares8.5K
Event2026-03-31
Filed2026-05-13
CME
-2.58%CME Group Inc
Shares6.2K
Event2026-03-31
Filed2026-05-13
COST
0.06%Costco Wholeshare Group
Shares1.8K
Event2026-03-31
Filed2026-05-13
IBDV
5.30%iBonds December 2030 Corporate Term ETF
Shares80.5K
Event2026-03-31
Filed2026-05-13
HON
-0.26%Honeywell International Inc
Shares7.7K
Event2026-03-31
Filed2026-05-13
CSCO
-1.21%Cisco Systems Inc
Shares22.2K
Event2026-03-31
Filed2026-05-13
QCOM
-1.60%QUALCOMM Inc
Shares13.4K
Event2026-03-31
Filed2026-05-13
XLE
-3.76%State Street Energy Select Sector SPDR ETF
Shares27.6K
Event2026-03-31
Filed2026-05-13
PG
-3.97%Procter & Gamble Company
Shares11.0K
Event2026-03-31
Filed2026-05-13
Blackrock Inc.
0.00%Blackrock Inc.
Shares1.5K
Event2026-03-31
Filed2026-05-13
XLB
-1.57%State Street Materials Select Sector SPDR ETF
Shares29.6K
Event2026-03-31
Filed2026-05-13
IXUS
-2.11%iShares Core Total International Stock ETF
Shares16.7K
Event2026-03-31
Filed2026-05-13
PEP
-0.02%PepsiCo Inc
Shares9.3K
Event2026-03-31
Filed2026-05-13
NEE
0.00%Nextera Energy Inc
Shares15.5K
Event2026-03-31
Filed2026-05-13
ORCL
-1.44%Oracle Corporation
Shares9.8K
Event2026-03-31
Filed2026-05-13
FLRN
-0.97%State Street SPDR Bloomberg Investment Grade
Shares45.0K
Event2026-03-31
Filed2026-05-13
SGOV
-1.77%iShares 0-3 month Treasury Bond ETF
Shares13.6K
Event2026-03-31
Filed2026-05-13
LMT
-4.08%Lockheed Martin Corp
Shares2.2K
Event2026-03-31
Filed2026-05-13
SHY
0.00%iShares Barclays 1-3 Year Treasury Bond ETF
Shares15.6K
Event2026-03-31
Filed2026-05-13
CARR
-2.15%Carrier Global Corporation
Shares22.6K
Event2026-03-31
Filed2026-05-13
SHV
-4.89%ETF ISHARES SHORT TREASURY BOND FUND
Shares11.5K
Event2026-03-31
Filed2026-05-13
AMGN
-0.78%Amgen Inc
Shares3.4K
Event2026-03-31
Filed2026-05-13
AMT
-1.42%American Tower Corporation
Shares6.9K
Event2026-03-31
Filed2026-05-13
DOV
0.00%Dover Corp
Shares5.6K
Event2026-03-31
Filed2026-05-13
UNP
0.24%Union Pacific Corporation
Shares4.5K
Event2026-03-31
Filed2026-05-13
XLP
-1.61%State Street Consumer Staples Select Sector S
Shares13.2K
Event2026-03-31
Filed2026-05-13
KO
-0.29%Coca-Cola Company
Shares14.0K
Event2026-03-31
Filed2026-05-13
EMR
0.00%Emerson Electric Co
Shares7.7K
Event2026-03-31
Filed2026-05-13
VNQ
-12.19%Vanguard Real Estate Index ETF
Shares11.1K
Event2026-03-31
Filed2026-05-13
COP
-0.01%ConocoPhillips
Shares7.4K
Event2026-03-31
Filed2026-05-13
IBMQ
-0.35%iBonds December 2028 Term Muni Bond ETF
Shares37.6K
Event2026-03-31
Filed2026-05-13
TFC
-39.88%Truist Financial Corporation
Shares20.8K
Event2026-03-31
Filed2026-05-13
Duke Energy Corp
42.64%Duke Energy Corp
Shares7.2K
Event2026-03-31
Filed2026-05-13
MUB
-0.45%iShares National Municipal Bond ETF
Shares8.8K
Event2026-03-31
Filed2026-05-13
AMD
29.71%Advanced Micro Devices Inc.
Shares4.5K
Event2026-03-31
Filed2026-05-13
IBMP
-0.37%iBonds December 2027 Term Muni Bond ETF
Shares35.7K
Event2026-03-31
Filed2026-05-13
SHM
-0.13%St Str SPDR Nuveen ICE Short Term Muni Bd ETF
Shares18.8K
Event2026-03-31
Filed2026-05-13
ULST
0.00%State Street SPDR SSGA Ult Short Term Bd ETF
Shares21.8K
Event2026-03-31
Filed2026-05-13
Merck & Co Inc
0.39%Merck & Co Inc
Shares7.1K
Event2026-03-31
Filed2026-05-13
T
-0.17%AT&T Inc
Shares29.5K
Event2026-03-31
Filed2026-05-13
MMM
-0.64%3M Co
Shares5.9K
Event2026-03-31
Filed2026-05-13
META
-0.07%Meta Platforms Inc
Shares1.5K
Event2026-03-31
Filed2026-05-13
ADBE
-3.36%Adobe Systems Incorporated
Shares3.4K
Event2026-03-31
Filed2026-05-13
IJH
-3.59%iShares Core S&P Mid-Cap ETF
Shares12.3K
Event2026-03-31
Filed2026-05-13
COF
-4.28%Capital One Financial Corp
Shares4.5K
Event2026-03-31
Filed2026-05-13
VZ
-5.64%Verizon Communications Inc
Shares16.3K
Event2026-03-31
Filed2026-05-13
IBMO
-1.94%iBonds December 2026 Term Muni Bond ETF
Shares31.9K
Event2026-03-31
Filed2026-05-13
LOW
0.00%Lowe's Companies Inc
Shares3.3K
Event2026-03-31
Filed2026-05-13
CAT
-4.14%Caterpillar Inc
Shares1.1K
Event2026-03-31
Filed2026-05-13
GLDM
-2.78%SPDR Gold Minishares Trust ETF
Shares8.2K
Event2026-03-31
Filed2026-05-13
DFNM
-0.22%Dimensional National Municipal Bond ETF
Shares15.7K
Event2026-03-31
Filed2026-05-13
BAC
0.08%Bank of America Corp
Shares15.3K
Event2026-03-31
Filed2026-05-13
TSM
2.99%Taiwan Semiconductor Mfg Ltd ADS
Shares2.1K
Event2026-03-31
Filed2026-05-13
PEG
7.38%Public Service Enterprise Group Inc
Shares8.7K
Event2026-03-31
Filed2026-05-13
NEAR
-0.61%iShares Short Duration Bond Active ETF
Shares13.8K
Event2026-03-31
Filed2026-05-13
AFL
0.00%AFLAC Incorporated
Shares6.3K
Event2026-03-31
Filed2026-05-13
DIS
0.47%Walt Disney Company
Shares7.1K
Event2026-03-31
Filed2026-05-13
ARGX
0.00%Argenx Se ADR
Shares935
Event2026-03-31
Filed2026-05-13
Medtronic PLC
-0.48%Medtronic PLC
Shares7.9K
Event2026-03-31
Filed2026-05-13
VGT
25.03%Vanguard Information Technology ETF
Shares959
Event2026-03-31
Filed2026-05-13
KMI
-4.78%Kinder Morgan Inc
Shares19.9K
Event2026-03-31
Filed2026-05-13
ABT
0.02%Abbott Laboratories
Shares6.5K
Event2026-03-31
Filed2026-05-13
IJR
-7.56%iShares Core S&P Small-Cap ETF
Shares5.3K
Event2026-03-31
Filed2026-05-13
CMI
0.00%Cummins Inc
Shares1.2K
Event2026-03-31
Filed2026-05-13
JMUB
-0.52%J P Morgan Municipal ETF
Shares12.8K
Event2026-03-31
Filed2026-05-13
MS
0.00%Morgan Stanley
Shares3.9K
Event2026-03-31
Filed2026-05-13
AVMU
-0.22%Avantis Core Municipal Fixed Income ETF
Shares13.4K
Event2026-03-31
Filed2026-05-13
VTEB
-0.23%Vanguard Tax Exempt Bond Index ETF
Shares12.2K
Event2026-03-31
Filed2026-05-13
PZA
0.00%Invesco National AMT-Free Muni Bond ETF
Shares25.5K
Event2026-03-31
Filed2026-05-13
PAYX
-6.64%Paychex Inc
Shares6.3K
Event2026-03-31
Filed2026-05-13
SPYD
3.74%ST STR SPDR PORT S&P 500 HIGH DIVIDEND ETF
Shares12.6K
Event2026-03-31
Filed2026-05-13
GS
0.00%Goldman Sachs Group Inc
Shares676
Event2026-03-31
Filed2026-05-13
Broadcom Inc
4.31%Broadcom Inc
Shares1.8K
Event2026-03-31
Filed2026-05-13
ZTRE
0.00%F/m 3-Yr Investment Grade Corporate Bond ETF
Shares11.2K
Event2026-03-31
Filed2026-05-13
RTX
-0.71%RTX Corporate
Shares2.9K
Event2026-03-31
Filed2026-05-13
ZTWO
0.00%F/M 2-Yr Investment Grade Corporate Bond ETF
Shares11.2K
Event2026-03-31
Filed2026-05-13
UNH
0.15%UnitedHealth Group Inc
Shares2.1K
Event2026-03-31
Filed2026-05-13
VTES
0.00%Vanguard Short-Term Exempt Bond ETF
Shares5.5K
Event2026-03-31
Filed2026-05-13
VTEI
0.00%Vanguard Intermediate Term Tax-Free Bond ETF
Shares5.5K
Event2026-03-31
Filed2026-05-13
SHW
0.00%Sherwin-Williams Company
Shares1.7K
Event2026-03-31
Filed2026-05-13
PM
0.00%Philip Morris International Inc
Shares3.3K
Event2026-03-31
Filed2026-05-13
IBDW
0.00%iBonds December 2031 Corporate Term ETF
Shares26.0K
Event2026-03-31
Filed2026-05-13
BSMQ
169.91%Invesco BulletShares 2026 Muni Bond ETF
Shares22.9K
Event2026-03-31
Filed2026-05-13
BSCR
0.00%Invesco BulletShares 2027 Corp Bond ETF
Shares27.3K
Event2026-03-31
Filed2026-05-13
CVS
1.46%CVS Health Corporation
Shares7.4K
Event2026-03-31
Filed2026-05-13
PFE
-0.02%Pfizer Inc
Shares17.9K
Event2026-03-31
Filed2026-05-13
Berkshire Hathaway Inc
-0.29%Berkshire Hathaway Inc
Shares1.0K
Event2026-03-31
Filed2026-05-13
XLC
-3.23%State Street Comm Svcs Select Sector SPDR ETF
Shares4.5K
Event2026-03-31
Filed2026-05-13
IVV
-1.30%iShares Core S&P 500 ETF
Shares762
Event2026-03-31
Filed2026-05-13
XAR
-2.02%State Street SPDR S&P Aerospace & Defense ETF
Shares1.9K
Event2026-03-31
Filed2026-05-13
BSCQ
-1.95%Invesco BulletShares 2026 Corp Bond ETF
Shares25.1K
Event2026-03-31
Filed2026-05-13
TMO
0.00%Thermo Fisher Scientific Inc
Shares977
Event2026-03-31
Filed2026-05-13
IDV
0.00%iShares International Select Dividend ETF
Shares11.3K
Event2026-03-31
Filed2026-05-13
MA
-3.05%Mastercard Incorporated
Shares955
Event2026-03-31
Filed2026-05-13
IBMR
0.00%iBonds December 2029 Term Muni Bond ETF
Shares18.1K
Event2026-03-31
Filed2026-05-13
TSEM
0.00%Tower Semiconductor Ltd New
Shares2.6K
Event2026-03-31
Filed2026-05-13
DHR
0.00%Danaher Corporation
Shares2.4K
Event2026-03-31
Filed2026-05-13
VO
-3.14%Vanguard Index Funds Mid-Cap ETF
Shares1.5K
Event2026-03-31
Filed2026-05-13
IVW
63.05%iShares S&P 500 Growth ETF
Shares3.8K
Event2026-03-31
Filed2026-05-13
SO
-1.47%Southern Company
Shares4.4K
Event2026-03-31
Filed2026-05-13
TGT
0.00%Target Corporation
Shares3.3K
Event2026-03-31
Filed2026-05-13
BSCS
0.00%Invesco BulletShares 2028 Corp Bond ETF
Shares19.6K
Event2026-03-31
Filed2026-05-13
WM
-4.76%Waste Mgmt Inc Del
Shares1.7K
Event2026-03-31
Filed2026-05-13
VXUS
-4.68%Vanguard Total International Stock Index ETF
Shares5.1K
Event2026-03-31
Filed2026-05-13
MNST
0.00%Monster Beverage Corporation
Shares5.4K
Event2026-03-31
Filed2026-05-13
CSX
0.00%CSX Corporation
Shares9.5K
Event2026-03-31
Filed2026-05-13
TJX
0.04%TJX Companies Inc
Shares2.4K
Event2026-03-31
Filed2026-05-13
Eaton Corporation PLC
0.00%Eaton Corporation PLC
Shares1.1K
Event2026-03-31
Filed2026-05-13
Crh Plc ORD
0.00%Crh Plc ORD
Shares3.6K
Event2026-03-31
Filed2026-05-13
IBTG
-4.14%iBonds December 2026 Treasury Bond ETF
Shares16.2K
Event2026-03-31
Filed2026-05-13
VCLT
-5.27%Vanguard Long-Term Corporate Bond ETF
Shares4.9K
Event2026-03-31
Filed2026-05-13
CNP
0.00%CenterPoint Energy Inc
Shares8.5K
Event2026-03-31
Filed2026-05-13
IBTI
4.47%iBonds December 2028 Treasury Bond ETF
Shares15.8K
Event2026-03-31
Filed2026-05-13
VCSH
0.00%Vanguard Short Term Corp Bond ETF
Shares4.4K
Event2026-03-31
Filed2026-05-13
CASY
0.00%Caseys General Stores Inc
Shares477
Event2026-03-31
Filed2026-05-13
IBTH
0.00%iBonds December 2027 Treasury Bond ETF
Shares15.3K
Event2026-03-31
Filed2026-05-13
ALL
0.00%Allstate Corp
Shares1.6K
Event2026-03-31
Filed2026-05-13
NKE
0.99%Nike Inc
Shares6.2K
Event2026-03-31
Filed2026-05-13
ISRG
0.00%Intuitive Surgical Inc Com New
Shares708
Event2026-03-31
Filed2026-05-13
KMB
-0.30%Kimberly-Clark Corp
Shares3.3K
Event2026-03-31
Filed2026-05-13
BK
0.00%Bank Of New York Mellon Corporation
Shares2.7K
Event2026-03-31
Filed2026-05-13
EBAY
0.00%eBay Inc
Shares3.5K
Event2026-03-31
Filed2026-05-13
IBM
2.00%International Business Machines Corp
Shares1.3K
Event2026-03-31
Filed2026-05-13
TFI
0.00%State Street SPDR Nuveen ICE Muni Bond ETF
Shares6.8K
Event2026-03-31
Filed2026-05-13
ITT Inc
0.00%ITT Inc
Shares1.6K
Event2026-03-31
Filed2026-05-13
SBUX
0.00%Starbucks Corporation
Shares3.3K
Event2026-03-31
Filed2026-05-13
OKE
-4.35%Oneok Inc New
Shares3.3K
Event2026-03-31
Filed2026-05-13
IBTJ
0.00%iBonds December 2029 Treasury Bond ETF
Shares13.6K
Event2026-03-31
Filed2026-05-13
TRV
0.00%Travelers Companies Inc
Shares1.0K
Event2026-03-31
Filed2026-05-13
IBMS
0.00%iBonds December 2030 Term Muni Bond ETF
Shares11.3K
Event2026-03-31
Filed2026-05-13
INTC
0.00%Intel Corp
Shares6.6K
Event2026-03-31
Filed2026-05-13
BSCT
0.00%Invesco BulletShares 2029 Corp Bond ETF
Shares15.5K
Event2026-03-31
Filed2026-05-13
VEA
41.15%Vanguard Ftse Developed Markets ETF
Shares4.5K
Event2026-03-31
Filed2026-05-13
TXN
0.00%Texas Instruments Incorporated
Shares1.5K
Event2026-03-31
Filed2026-05-13
IWD
0.00%iShares Russell 1000 Value Index ETF
Shares1.3K
Event2026-03-31
Filed2026-05-13
BMY
-8.52%Bristol- Myers Squibb Co
Shares4.4K
Event2026-03-31
Filed2026-05-13
SCHD
0.00%Schwab US Dividend Equity ETF
Shares8.5K
Event2026-03-31
Filed2026-05-13
PGX
-6.06%Invesco Preferred ETF
Shares23.3K
Event2026-03-31
Filed2026-05-13
MU
6.57%Micron Technology Inc
Shares746
Event2026-03-31
Filed2026-05-13
VGIT
0.00%Vanguard Intermediate Term Treasury ETF
Shares4.0K
Event2026-03-31
Filed2026-05-13
PNC
0.00%PNC Financial Services Group Inc
Shares1.1K
Event2026-03-31
Filed2026-05-13
WSO.B
-7.14%Watsco Inc Class B Conv
Shares650
Event2026-03-31
Filed2026-05-13
XT
0.00%iShares Exponential Technologies ETF
Shares3.4K
Event2026-03-31
Filed2026-05-13
APD
0.00%Air Products & Chemicals Inc
Shares774
Event2026-03-31
Filed2026-05-13
RACE
0.00%Ferrari N V
Shares662
Event2026-03-31
Filed2026-05-13
VONG
18.90%Vanguard Russell 1000 Growth ETF
Shares2.0K
Event2026-03-31
Filed2026-05-13
SPYV
0.00%State Street SPDR Portfolio S&P 500 Value ETF
Shares3.8K
Event2026-03-31
Filed2026-05-13
Coherent Corp
0.00%Coherent Corp
Shares900
Event2026-03-31
Filed2026-05-13
CHD
0.00%Church & Dwight Company Inc
Shares2.3K
Event2026-03-31
Filed2026-05-13
WEC Energy Group Inc
0.00%WEC Energy Group Inc
Shares1.8K
Event2026-03-31
Filed2026-05-13
FDX
0.00%FedEx Corporation
Shares576
Event2026-03-31
Filed2026-05-13
BND
0.00%Vanguard Total Bond Market ETF
Shares2.8K
Event2026-03-31
Filed2026-05-13
AMP
0.00%Ameriprise Financial Inc
Shares458
Event2026-03-31
Filed2026-05-13
MO
0.00%Altria Group Inc
Shares3.0K
Event2026-03-31
Filed2026-05-13
BSMR
0.00%Invesco BulletShares 2027 Muni Bond ETF
Shares8.5K
Event2026-03-31
Filed2026-05-13
BSMS
0.00%Invesco BulletShares 2028 Muni Bond ETF
Shares8.5K
Event2026-03-31
Filed2026-05-13
UTWO
-4.84%F/m US Treasury 2 Year Note ETF
Shares4.1K
Event2026-03-31
Filed2026-05-13
BSMT
0.00%Invesco BulletShares 2029 Muni Bond ETF
Shares8.7K
Event2026-03-31
Filed2026-05-13
BSMU
0.00%Invesco BulletShares 2030 Muni Bond ETF
Shares9.1K
Event2026-03-31
Filed2026-05-13
BSMV
0.00%Invesco BulletShares 2031 Muni Bond ETF
Shares9.5K
Event2026-03-31
Filed2026-05-13
BSMW
0.00%Invesco Bulletshares 2032 Muni Bond ETF
Shares7.8K
Event2026-03-31
Filed2026-05-13
BSSX
0.00%Invesco Bulletshares 2033 Muni Bond ETF
Shares7.7K
Event2026-03-31
Filed2026-05-13
AEE
0.00%Ameren Corp
Shares1.7K
Event2026-03-31
Filed2026-05-13
FDL
0.00%First Trust Morningstar Div Leaders ETF
Shares3.5K
Event2026-03-31
Filed2026-05-13
OBIL
0.00%F/m US Treasury 12 Month Bill ETF
Shares3.6K
Event2026-03-31
Filed2026-05-13
TSLA
0.00%Tesla Inc
Shares479
Event2026-03-31
Filed2026-05-13
WFC
0.00%Wells Fargo & Co
Shares2.2K
Event2026-03-31
Filed2026-05-13
IBTK
0.00%iBonds December 2030 Treasury Bond ETF
Shares9.0K
Event2026-03-31
Filed2026-05-13
NFLX
0.00%Netflix Inc
Shares1.8K
Event2026-03-31
Filed2026-05-13
DTE
0.00%DTE Energy Company
Shares1.2K
Event2026-03-31
Filed2026-05-13
PYPL
0.00%PayPal Holdings Inc
Shares3.7K
Event2026-03-31
Filed2026-05-13
Citigroup Inc
-31.54%Citigroup Inc
Shares1.5K
Event2026-03-31
Filed2026-05-13
IVE
240.71%iShares S&P 500 Value ETF
Shares770
Event2026-03-31
Filed2026-05-13
XYL
-8.63%Xylem Inc
Shares1.3K
Event2026-03-31
Filed2026-05-13
INTU
-45.11%Intuit Inc
Shares365
Event2026-03-31
Filed2026-05-13
URI
0.00%United Rentals Inc
Shares216
Event2026-03-31
Filed2026-05-13
DVY
0.00%iShares Select Dividend ETF
Shares1.0K
Event2026-03-31
Filed2026-05-13
USB
0.00%U S Bancorp
Shares3.0K
Event2026-03-31
Filed2026-05-13
AGG
7.04%iShares Core U.S. Aggregate Bond ETF
Shares1.6K
Event2026-03-31
Filed2026-05-13
SDIV
0.00%Global X Super Dividend ETF
Shares6.1K
Event2026-03-31
Filed2026-05-13
ENB
0.00%Enbridge Inc
Shares2.8K
Event2026-03-31
Filed2026-05-13
IGSB
0.00%iShares 1-5 Year Invest Grade Corp Bond ETF
Shares2.9K
Event2026-03-31
Filed2026-05-13
SPYG
0.00%ST STR SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares1.6K
Event2026-03-31
Filed2026-05-13
BIV
0.00%Vanguard Intermediate Term Bond ETF
Shares2.0K
Event2026-03-31
Filed2026-05-13
VBR
0.00%Vanguard Small-Cap Value ETF
Shares678
Event2026-03-31
Filed2026-05-13
SCHX
90.46%Schwab Strategic US Large Cap ETF
Shares5.7K
Event2026-03-31
Filed2026-05-13
SHEL
0.00%Shell PLC Spon ADS
Shares1.6K
Event2026-03-31
Filed2026-05-13
IBDX
0.00%iBonds December 2032 Corporate Term ETF
Shares5.8K
Event2026-03-31
Filed2026-05-13
ADP
0.00%Automatic Data Processing
Shares714
Event2026-03-31
Filed2026-05-13
KRE
0.23%State Street SPDR S&P Regional Banking ETF
Shares2.2K
Event2026-03-31
Filed2026-05-13
WDIV
0.00%SS SPDR S& P GLOBAL DIV ETF
Shares1.8K
Event2026-03-31
Filed2026-05-13
TY
0.00%Tri-Contintental Corporation
Shares4.4K
Event2026-03-31
Filed2026-05-13
D
0.00%Dominion Resources Inc
Shares2.3K
Event2026-03-31
Filed2026-05-13
VBK
0.00%Vanguard Index Small Cap Growth ETF
Shares458
Event2026-03-31
Filed2026-05-13
DIV
0.00%Global X SuperDividend US ETF
Shares7.3K
Event2026-03-31
Filed2026-05-13
CMCSA
0.00%Comcast Corporation
Shares4.8K
Event2026-03-31
Filed2026-05-13
QTEC
0.00%First Trust NASDAQ-100 Technology Index ETF
Shares623
Event2026-03-31
Filed2026-05-13
ROK
0.00%Rockwell Automation
Shares374
Event2026-03-31
Filed2026-05-13
GLD
3.07%SPDR Gold Trust ETF
Shares302
Event2026-03-31
Filed2026-05-13
SPHD
0.00%Invesco S&P 500 High Div Low Volatility ETF
Shares2.6K
Event2026-03-31
Filed2026-05-13
RDIV
0.00%Invesco S&P Ultra Dividend Revenue ETF
Shares2.3K
Event2026-03-31
Filed2026-05-13
IWF
0.00%iShares Russell 1000 Growth Index ETF
Shares293
Event2026-03-31
Filed2026-05-13
DWX
0.00%STATE STREET SPDR S&P INT DIV ETF
Shares2.7K
Event2026-03-31
Filed2026-05-13
SPSB
52.92%State Street SPDR Portfolio Short Term Corpor
Shares4.1K
Event2026-03-31
Filed2026-05-13
GPC
0.00%Genuine Parts Co
Shares1.2K
Event2026-03-31
Filed2026-05-13
NVS
0.00%Novartis A G (ADR)
Shares786
Event2026-03-31
Filed2026-05-13
Ishares Gold Trust New ETF
0.00%Ishares Gold Trust New ETF
Shares1.4K
Event2026-03-31
Filed2026-05-13
SHOP
0.00%Shopify Inc Cl A
Shares1.0K
Event2026-03-31
Filed2026-05-13
MDLZ
0.00%Mondelez International Inc
Shares2.0K
Event2026-03-31
Filed2026-05-13
SYY
0.00%Sysco Corporation
Shares1.6K
Event2026-03-31
Filed2026-05-13
YUM
0.00%Yum! Brands Inc
Shares747
Event2026-03-31
Filed2026-05-13
WMB
0.00%Williams Cos Inc
Shares1.6K
Event2026-03-31
Filed2026-05-13
GEV
71.05%GE Vernova Inc
Shares130
Event2026-03-31
Filed2026-05-13
NSC
-22.29%Norfolk Southern Corp
Shares394
Event2026-03-31
Filed2026-05-13
SCHW
0.00%Schwab Charles Corp
Shares1.2K
Event2026-03-31
Filed2026-05-13
ED
-5.81%Consolidated Edison Inc
Shares973
Event2026-03-31
Filed2026-05-13
FXL
0.00%First Trust Technology AlphaDEX ETF
Shares692
Event2026-03-31
Filed2026-05-13
IBMT
0.00%iBonds December 2031 Term Muni Bond ETF
Shares4.3K
Event2026-03-31
Filed2026-05-13
Solstice Advanced Matls Inc
NewSolstice Advanced Matls Inc
Shares1.4K
Event2026-03-31
Filed2026-05-13
AEP
0.00%American Electric Power Company Inc
Shares813
Event2026-03-31
Filed2026-05-13
INMU
0.00%iShares Intermediate Muni Income Active ETF
Shares4.3K
Event2026-03-31
Filed2026-05-13
ES
0.00%Eversource Energy Com
Shares1.5K
Event2026-03-31
Filed2026-05-13
PEY
0.00%Invesco High Yield Equity Div Achievers ETF
Shares4.7K
Event2026-03-31
Filed2026-05-13
WTRG
0.00%Essential Utils Inc
Shares2.5K
Event2026-03-31
Filed2026-05-13
DLS
0.00%WisdomTree International SmallCap Div ETF
Shares1.2K
Event2026-03-31
Filed2026-05-13
Canadian Pacific Kansas City
0.00%Canadian Pacific Kansas City
Shares1.3K
Event2026-03-31
Filed2026-05-13
ISTB
0.00%iShares Core Short-Term USD Bond ETF
Shares2.0K
Event2026-03-31
Filed2026-05-13
SCHV
0.00%Schwab US Large-Cap Value ETF
Shares3.2K
Event2026-03-31
Filed2026-05-13
CB
0.00%Chubb Limited
Shares298
Event2026-03-31
Filed2026-05-13
STM
0.00%ST Microelectronics N V NY Registry
Shares2.8K
Event2026-03-31
Filed2026-05-13
VB
0.00%Vanguard Small-Cap Index Fund ETF
Shares369
Event2026-03-31
Filed2026-05-13
OTTR
0.00%Otter Tail Corp
Shares1.1K
Event2026-03-31
Filed2026-05-13
RCL
0.00%Royal Carribean Cruises Ltd ADR
Shares348
Event2026-03-31
Filed2026-05-13
XLG
0.00%Invesco S&P 500 Top 50 ETF
Shares1.8K
Event2026-03-31
Filed2026-05-13
TD
0.00%Toronto Dominion Bank
Shares1.0K
Event2026-03-31
Filed2026-05-13
FAST
0.00%Fastenal Co
Shares2.0K
Event2026-03-31
Filed2026-05-13
VRTX
0.00%Vertex Pharmaceuticals Inc
Shares212
Event2026-03-31
Filed2026-05-13
AXP
0.00%American Express Company
Shares312
Event2026-03-31
Filed2026-05-13
DFAW
0.00%Dimensional Trust World Equity ETF
Shares1.3K
Event2026-03-31
Filed2026-05-13
Linde Plc
0.00%Linde Plc
Shares188
Event2026-03-31
Filed2026-05-13
MET
0.00%Metlife Inc
Shares1.3K
Event2026-03-31
Filed2026-05-13
MCO
-50.00%Moody's Corp
Shares210
Event2026-03-31
Filed2026-05-13
General Dynamics Corporation
-6.99%General Dynamics Corporation
Shares266
Event2026-03-31
Filed2026-05-13
SPTM
60.53%ST STR SPDR PORT S&P 1500 COMP STK MARKET ETF
Shares1.1K
Event2026-03-31
Filed2026-05-13
IEI
140.06%iShares Barclays 3-7 Year Bond
Shares761
Event2026-03-31
Filed2026-05-13
KIE
0.31%State Street SPDR S&P Insurance ETF
Shares1.6K
Event2026-03-31
Filed2026-05-13
BSCU
0.00%Invesco BulletShares 2030 Corp Bond ETF
Shares5.3K
Event2026-03-31
Filed2026-05-13
Astrazeneca Plc ADR
NewAstrazeneca Plc ADR
Shares450
Event2026-03-31
Filed2026-05-13
SIXG
0.00%Defiance AI & Connective Tech ETF
Shares1.3K
Event2026-03-31
Filed2026-05-13
UPS
0.00%United Parcel Service Inc
Shares858
Event2026-03-31
Filed2026-05-13
PH
0.00%Parker-Hannifin Corp
Shares94
Event2026-03-31
Filed2026-05-13
TT
0.00%Trane Technologies Plc ADR
Shares200
Event2026-03-31
Filed2026-05-13
FDN
0.00%First Tr Exchange-traded Fd Dj Internt Idx
Shares356
Event2026-03-31
Filed2026-05-13
VWO
16.95%Vanguard FTSE Emerging Markets ETF
Shares1.5K
Event2026-03-31
Filed2026-05-13
NOC
-8.00%Northrop Grumman Corporation
Shares115
Event2026-03-31
Filed2026-05-13
DRI
0.00%Darden Restaurants Inc
Shares400
Event2026-03-31
Filed2026-05-13
Harrison Str Real Assets Fd
NewHarrison Str Real Assets Fd
Shares2.7K
Event2026-03-31
Filed2026-05-13
ITOT
0.00%iShares Core S&P Total
Shares530
Event2026-03-31
Filed2026-05-13
TTD
0.00%The Trade Desk Inc Cl A
Shares3.3K
Event2026-03-31
Filed2026-05-13
DFUS
0.00%Dimensional U.S. Equity Market ETF
Shares1.0K
Event2026-03-31
Filed2026-05-13
BA
0.00%Boeing Company
Shares367
Event2026-03-31
Filed2026-05-13
LYB
-18.10%LyondellBasell Industries NV
Shares905
Event2026-03-31
Filed2026-05-13
DTM
0.00%DT Midstream Inc
Shares533
Event2026-03-31
Filed2026-05-13
SMG
0.00%Scotts Miracle-Gro Co
Shares1.2K
Event2026-03-31
Filed2026-05-13
O
12.76%Realty Income Corp
Shares1.1K
Event2026-03-31
Filed2026-05-13
FTC
NewFirst Tr ETF Alpha Com Shs
Shares451
Event2026-03-31
Filed2026-05-13
General Electric Co New
0.00%General Electric Co New
Shares242
Event2026-03-31
Filed2026-05-13
FVD
NewFirst Trust Value Line Dividend Index ETF
Shares1.5K
Event2026-03-31
Filed2026-05-13
FE
0.00%Firstenergy Corp
Shares1.3K
Event2026-03-31
Filed2026-05-13
SRET
0.00%Global X Super Dividend REIT ETF
Shares3.2K
Event2026-03-31
Filed2026-05-13
LH
9.57%Labcorp Holdings Inc
Shares252
Event2026-03-31
Filed2026-05-13
SCHR
0.00%Schwab Strategic Intermediate Term US Treasur
Shares2.7K
Event2026-03-31
Filed2026-05-13
ECL
0.00%Ecolab Inc
Shares251
Event2026-03-31
Filed2026-05-13
FIX
166.67%Comfort Sys USA Inc
Shares48
Event2026-03-31
Filed2026-05-13
Blackstone Inc
-4.17%Blackstone Inc
Shares574
Event2026-03-31
Filed2026-05-13
BSX
-1.04%Boston Scientific Corp
Shares1.1K
Event2026-03-31
Filed2026-05-13
SLV
2.15%iShares Silver Trust ETF
Shares950
Event2026-03-31
Filed2026-05-13
AZO
0.00%Autozone Inc
Shares19
Event2026-03-31
Filed2026-05-13
PRU
6.12%Prudential Financial Inc
Shares642
Event2026-03-31
Filed2026-05-13
ADI
0.00%Analog Devices Inc
Shares194
Event2026-03-31
Filed2026-05-13
LNC
8.63%Lincoln National Corp
Shares1.7K
Event2026-03-31
Filed2026-05-13
PGR
0.00%Progressive Corp Ohio Com
Shares303
Event2026-03-31
Filed2026-05-13
KEY
0.00%Keycorp New
Shares3.0K
Event2026-03-31
Filed2026-05-13
FSLR
0.00%First Solar Inc
Shares300
Event2026-03-31
Filed2026-05-13
BNDX
0.00%Vanguard Total International Bond ETF
Shares1.2K
Event2026-03-31
Filed2026-05-13
AMAT
0.00%Applied Materials Inc
Shares171
Event2026-03-31
Filed2026-05-13
COWZ
0.00%Pacer Fds Tr US Cash Cows 100 ETF
Shares926
Event2026-03-31
Filed2026-05-13
VFH
0.00%Vanguard Financials ETF
Shares475
Event2026-03-31
Filed2026-05-13
FXO
0.00%First Trust Final Alphadex ETF II
Shares1.0K
Event2026-03-31
Filed2026-05-13
IDXX
0.00%Idexx Labs Inc
Shares100
Event2026-03-31
Filed2026-05-13
IBB
0.00%iShares NASDAQ Biotechnology Index ETF
Shares330
Event2026-03-31
Filed2026-05-13
HBAN
0.00%Huntington Bancshares Inc
Shares3.5K
Event2026-03-31
Filed2026-05-13
GILD
15.48%Gilead Sciences Inc
Shares388
Event2026-03-31
Filed2026-05-13
DRIV
0.00%Global X Autonomous & Electric Vehicles ETF
Shares1.8K
Event2026-03-31
Filed2026-05-13
FGD
0.00%First Trust Dow Jones Global Select DIV ETF
Shares1.7K
Event2026-03-31
Filed2026-05-13
Bunge Global SA
0.00%Bunge Global SA
Shares500
Event2026-03-31
Filed2026-05-13
VONV
0.00%Vanguard Scottsdale Fds vng Rus1000val
Shares565
Event2026-03-31
Filed2026-05-13
PKW
0.00%Invesco BuyBack Achievers ETF
Shares400
Event2026-03-31
Filed2026-05-13
CL
-17.54%Colgate Palmolive Company
Shares611
Event2026-03-31
Filed2026-05-13
PSX
0.00%Phillips 66
Shares285
Event2026-03-31
Filed2026-05-13
SYK
0.00%Stryker Corporation
Shares157
Event2026-03-31
Filed2026-05-13
Rocket Lab Corp
0.00%Rocket Lab Corp
Shares800
Event2026-03-31
Filed2026-05-13
XFIX
0.00%F/M Opportunistic Income ETF
Shares1.0K
Event2026-03-31
Filed2026-05-13
DHS
0.00%Wisdomtree Tr US High Dividend Fund ETF
Shares469
Event2026-03-31
Filed2026-05-13
IWR
0.00%iShares Russell Mid-Cap ETF
Shares525
Event2026-03-31
Filed2026-05-13
XBB
0.00%BondBloxx BB Rated HY Corp Bond ETF
Shares1.3K
Event2026-03-31
Filed2026-05-13
CRM
0.00%Salesforce Inc
Shares271
Event2026-03-31
Filed2026-05-13
UBER
0.00%Uber Technologies Inc
Shares700
Event2026-03-31
Filed2026-05-13
MCK
0.00%McKesson Corporation
Shares58
Event2026-03-31
Filed2026-05-13
ITW
0.00%Illinois Tool Works Inc
Shares192
Event2026-03-31
Filed2026-05-13
SOXX
-5.66%iShares Semiconductor ETF
Shares150
Event2026-03-31
Filed2026-05-13
DIA
0.00%ST STREET SPDR DOW JONES IND AVG ETF TRUST
Shares106
Event2026-03-31
Filed2026-05-13
RY
0.00%Royal Bank of Canada
Shares302
Event2026-03-31
Filed2026-05-13
ARKW
0.00%Ark Tr Next Gnrtn Inter ETF
Shares400
Event2026-03-31
Filed2026-05-13
VGLT
0.00%Vanguard Long-Term Goverment Fund
Shares870
Event2026-03-31
Filed2026-05-13
SDY
0.00%State Street SPDR S&P Dividend ETF
Shares327
Event2026-03-31
Filed2026-05-13
KR
0.00%Kroger Co
Shares632
Event2026-03-31
Filed2026-05-13
WBD
0.00%Warner Bros Discovery Inc Series A
Shares1.7K
Event2026-03-31
Filed2026-05-13
IGE
44.00%iShares S&P NA Natural Resources ETF
Shares720
Event2026-03-31
Filed2026-05-13
ORI
0.00%Old Rep Intl Corp
Shares1.1K
Event2026-03-31
Filed2026-05-13
ASB
0.00%Associated Banc Corp
Shares1.7K
Event2026-03-31
Filed2026-05-13
EXC
0.00%Exelon Corporation
Shares893
Event2026-03-31
Filed2026-05-13
ADM
0.00%Archer Daniels Midland Company
Shares600
Event2026-03-31
Filed2026-05-13
FFIV
0.00%F5 Networks Inc
Shares150
Event2026-03-31
Filed2026-05-13
GIS
-34.90%General Mills Inc
Shares1.2K
Event2026-03-31
Filed2026-05-13
OGS
0.00%One Gas Inc
Shares500
Event2026-03-31
Filed2026-05-13
PRIV
0.00%STATE STREET IG PUBLIC & PRIVATE CREDIT ETF
Shares1.7K
Event2026-03-31
Filed2026-05-13
Qnity Electronics Inc
NewQnity Electronics Inc
Shares371
Event2026-03-31
Filed2026-05-13
DLR
0.00%Digital Rlty Tr Inc
Shares235
Event2026-03-31
Filed2026-05-13
Harrison Street Real Estate I
NewHarrison Street Real Estate I
Shares1.8K
Event2026-03-31
Filed2026-05-13
Alerian Master Limited Partnership ETF
0.00%Alerian Master Limited Partnership ETF
Shares800
Event2026-03-31
Filed2026-05-13
TM
716.00%Toyota Motor Corp Sp (ADR) Rep2
Shares204
Event2026-03-31
Filed2026-05-13
CTVA
183.52%Corteva Inc Com
Shares499
Event2026-03-31
Filed2026-05-13
VLTO
0.00%Veralto Corp
Shares468
Event2026-03-31
Filed2026-05-13
IWB
0.00%iShares Russell 1000 ETF
Shares116
Event2026-03-31
Filed2026-05-13
F
2.88%Ford Motor Company
Shares3.6K
Event2026-03-31
Filed2026-05-13
NJR
0.00%New Jersey Res Corp
Shares748
Event2026-03-31
Filed2026-05-13
GSK PLC ADR
0.00%GSK PLC ADR
Shares740
Event2026-03-31
Filed2026-05-13
BP
113.75%BP PLC (ADR)
Shares855
Event2026-03-31
Filed2026-05-13
XEL
0.00%Xcel Energy Inc
Shares504
Event2026-03-31
Filed2026-05-13
USA
0.00%Liberty All-Star Equity
Shares7.1K
Event2026-03-31
Filed2026-05-13
PCMM
0.00%BondBloxx Private Credit CLO ETF
Shares800
Event2026-03-31
Filed2026-05-13
USMV
0.00%iShares MSCI USA Minimum Volatility ETF
Shares420
Event2026-03-31
Filed2026-05-13
FXH
0.00%First Trust Health Care AlphaDEX ETF
Shares353
Event2026-03-31
Filed2026-05-13
IEFA
4.14%iShares Core MSCI EAFE ETF
Shares428
Event2026-03-31
Filed2026-05-13
CM
0.00%Canadian Imperial Bank Of Commerce ADR
Shares400
Event2026-03-31
Filed2026-05-13
PPG
0.00%PPG Industries Inc
Shares351
Event2026-03-31
Filed2026-05-13
NUE
75.00%Nucor Corp
Shares217
Event2026-03-31
Filed2026-05-13
GM
0.00%General Mtrs Co
Shares492
Event2026-03-31
Filed2026-05-13
ROBO
16.52%ROBO Global Robotics & Automation Index ETF
Shares529
Event2026-03-31
Filed2026-05-13
QQQM
0.00%Invesco Nasdaq 100 ETF
Shares150
Event2026-03-31
Filed2026-05-13
CIBR
0.00%First Tr II Nasdaq Cyb ETF
Shares555
Event2026-03-31
Filed2026-05-13
DNP
0.00%DNP Select Income Fund
Shares3.3K
Event2026-03-31
Filed2026-05-13
MFC
33.42%Manulife Financial Corporation
Shares998
Event2026-03-31
Filed2026-05-13
VOE
0.00%Vanguard Index Fds Mcap
Shares186
Event2026-03-31
Filed2026-05-13
Dupont De Nemours Inc
55.65%Dupont De Nemours Inc
Shares744
Event2026-03-31
Filed2026-05-13
EPD
-39.60%Enterprise Prods Partnership LP
Shares900
Event2026-03-31
Filed2026-05-13
DAL
0.00%Delta Air Lines Inc
Shares500
Event2026-03-31
Filed2026-05-13
VV
0.00%Vanguard Index Large Cap ETF
Shares110
Event2026-03-31
Filed2026-05-13
Stanley Black & Decker Inc
0.00%Stanley Black & Decker Inc
Shares454
Event2026-03-31
Filed2026-05-13
IVZ
0.00%Invesco Ltd
Shares1.3K
Event2026-03-31
Filed2026-05-13
DOW
-40.52%Dow Inc
Shares753
Event2026-03-31
Filed2026-05-13
SOLV
0.00%Solventum Corp
Shares475
Event2026-03-31
Filed2026-05-13
IWS
0.00%iShares Russell Mid-Cap Value Index ETF
Shares208
Event2026-03-31
Filed2026-05-13
NBTB
-29.94%NBT Bancorp Inc
Shares702
Event2026-03-31
Filed2026-05-13
RPM
0.00%RPM International Inc
Shares300
Event2026-03-31
Filed2026-05-13
BAC-PL
0.00%Bank of America 7.25 Seriers L Preferred
Shares25
Event2026-03-31
Filed2026-05-13
IVLU
0.00%Ishares Tr MSCI Intl Vlu ETF
Shares750
Event2026-03-31
Filed2026-05-13
KOMP
0.00%ST STR SPDR S&P KENSHO NEW ECO COMP ETF
Shares500
Event2026-03-31
Filed2026-05-13
SRE
0.00%Sempra Energy
Shares300
Event2026-03-31
Filed2026-05-13
Penguin Solutions Inc
0.00%Penguin Solutions Inc
Shares1.6K
Event2026-03-31
Filed2026-05-13
ZS
0.00%Zscaler Inc
Shares200
Event2026-03-31
Filed2026-05-13
AWK
0.00%American Wtr Wks Co Inc New
Shares206
Event2026-03-31
Filed2026-05-13
PLTR
192.31%Palantir Technologies Inc Class A
Shares190
Event2026-03-31
Filed2026-05-13
TSQ
0.00%Townsquare Media Inc
Shares5.1K
Event2026-03-31
Filed2026-05-13
DLTR
0.00%Dollar Tree Inc
Shares250
Event2026-03-31
Filed2026-05-13
FV
0.00%First Trust Dorsey Wright Focus 5 ETF
Shares452
Event2026-03-31
Filed2026-05-13
OLN
0.00%Olin Corporation
Shares908
Event2026-03-31
Filed2026-05-13
RPV
0.00%Invesco Exchange Traded Fd Tr ETF
Shares250
Event2026-03-31
Filed2026-05-13
SGU
0.00%Star Gas Partners LP
Shares2.2K
Event2026-03-31
Filed2026-05-13
BLV
0.00%Vanguard Long-Term Bond ETF
Shares385
Event2026-03-31
Filed2026-05-13
SCHK
0.00%Schwab Strategic Tr 1000 Index ETF
Shares826
Event2026-03-31
Filed2026-05-13
AIQ
0.00%Global X Artifical Intelligence & Technology
Shares550
Event2026-03-31
Filed2026-05-13
AMKR
0.00%Amkor Technology Inc
Shares570
Event2026-03-31
Filed2026-05-13
SS SPDR PORT EUR ETF
0.00%SS SPDR PORT EUR ETF
Shares500
Event2026-03-31
Filed2026-05-13
MDYV
0.00%ST STR SPDR S&P 400 MID CAP VALUE ETF
Shares300
Event2026-03-31
Filed2026-05-13
IBTM
0.00%iBonds December 2032 Treasury Bond ETF
Shares1.1K
Event2026-03-31
Filed2026-05-13
SPXX
NewNuveen S&P 500 Dynamic Overwri
Shares1.6K
Event2026-03-31
Filed2026-05-13
MSI
0.00%Motorola Solutions Inc Com New
Shares57
Event2026-03-31
Filed2026-05-13
FBND
139.56%Fidelity Merrimack Str Tr Total Bd Etf
Shares539
Event2026-03-31
Filed2026-05-13
CCL
0.00%Carnival Corporation
Shares950
Event2026-03-31
Filed2026-05-13
DFVX
NewDimensionalTrust US Large Cap Vec ETF
Shares325
Event2026-03-31
Filed2026-05-13
ROKU
25.00%ROKU Inc
Shares250
Event2026-03-31
Filed2026-05-13
ARKQ
0.00%ARK Autonomous Technology & Robotics ETF
Shares210
Event2026-03-31
Filed2026-05-13
IBTL
0.00%iBonds December 2031 Treasury Bond ETF
Shares1.1K
Event2026-03-31
Filed2026-05-13
QUIK
0.00%Quicklogic Corp New
Shares2.5K
Event2026-03-31
Filed2026-05-13
Coeur Mng Inc New
NewCoeur Mng Inc New
Shares1.2K
Event2026-03-31
Filed2026-05-13
ECG
0.00%Everus Constr Group
Shares194
Event2026-03-31
Filed2026-05-13
SCHG
0.00%Schwab Strategic Tr US Lcap Gr ETF
Shares774
Event2026-03-31
Filed2026-05-13
EA
0.00%Electronic Arts Inc Com
Shares110
Event2026-03-31
Filed2026-05-13
IUSG
0.00%iShares Cor SP US Growth ETF
Shares144
Event2026-03-31
Filed2026-05-13
VRT
NewVertiv Holdings Co Class A
Shares89
Event2026-03-31
Filed2026-05-13
ALGT
0.00%Allegiant Travel Company
Shares270
Event2026-03-31
Filed2026-05-13
NEM
0.00%Newmont Mining Corp
Shares200
Event2026-03-31
Filed2026-05-13
XOP
0.00%ST STR SPDR S&P OIL & GAS EXP & PROD ETF
Shares119
Event2026-03-31
Filed2026-05-13
IGIB
0.00%iShares Intermediate Credit Bond ETF
Shares406
Event2026-03-31
Filed2026-05-13
STT
0.00%State Street Corporation
Shares167
Event2026-03-31
Filed2026-05-13
WY
0.00%Weyerhaeuser Co
Shares852
Event2026-03-31
Filed2026-05-13
BNS
0.00%Bank N S Halifax ADR
Shares300
Event2026-03-31
Filed2026-05-13
OTIS
14.47%Otis Worldwide Corp
Shares269
Event2026-03-31
Filed2026-05-13
SVAL
-19.15%iShares US Small Cap Value ETF
Shares570
Event2026-03-31
Filed2026-05-13
ICSH
0.00%Ishares Tr Blackrock Ultra
Shares404
Event2026-03-31
Filed2026-05-13
ETR
0.00%Entergy Corporation
Shares180
Event2026-03-31
Filed2026-05-13
Variant Alternative Income Fd Instl
NewVariant Alternative Income Fd Instl
Shares766
Event2026-03-31
Filed2026-05-13
VPU
0.00%Vanguard Utilities ETF
Shares100
Event2026-03-31
Filed2026-05-13
Crown Castle Inc
0.00%Crown Castle Inc
Shares242
Event2026-03-31
Filed2026-05-13
INGR
0.00%Ingredion Inc
Shares173
Event2026-03-31
Filed2026-05-13
BOE
0.00%Blackrock Global Opp Eqty Tr
Shares1.8K
Event2026-03-31
Filed2026-05-13
SJM
0.00%J M Smucker Company
Shares200
Event2026-03-31
Filed2026-05-13
IWN
0.00%iShares Russell 2000 Value Index ETF
Shares100
Event2026-03-31
Filed2026-05-13
KKR & Co Inc
0.00%KKR & Co Inc
Shares204
Event2026-03-31
Filed2026-05-13
ARKG
0.00%Ark Tr Genomic Revolution ETF
Shares700
Event2026-03-31
Filed2026-05-13
IUSV
0.00%Ishares Tr Core S&P U S Value ETF
Shares180
Event2026-03-31
Filed2026-05-13
HRL
0.00%Hormel Foods Corp
Shares800
Event2026-03-31
Filed2026-05-13
IMCV
-32.79%iShares Morningstar Mid Cap Value ETF
Shares205
Event2026-03-31
Filed2026-05-13
AIG
0.00%American International Group Inc
Shares227
Event2026-03-31
Filed2026-05-13
BLW
0.00%Blackrock Ltd Duration Inc Etf Com Shs
Shares1.4K
Event2026-03-31
Filed2026-05-13
ELV
-37.63%Elevance Health INC
Shares58
Event2026-03-31
Filed2026-05-13
SPMB
0.00%ST STR SPDR PORT MORTGAGE BACKED BD ETF
Shares750
Event2026-03-31
Filed2026-05-13
CRWD
NewCrowdstrike Hldgs Inc Class A
Shares43
Event2026-03-31
Filed2026-05-13
NCZ
0.00%Virtus Convertible & Income Fund II
Shares1.3K
Event2026-03-31
Filed2026-05-13
VGSH
0.00%Vanguard Short Term Treasury ETF
Shares280
Event2026-03-31
Filed2026-05-13
VEU
0.00%Vanguard International Equity Index Fund ETF
Shares218
Event2026-03-31
Filed2026-05-13
XSD
0.00%State Street SPDR S&P Semiconductor ETF
Shares50
Event2026-03-31
Filed2026-05-13
MDU
-56.15%MDU Resources Group Inc
Shares777
Event2026-03-31
Filed2026-05-13
XLRE
-2.50%State Street Real Estate Sel Sector SPDR E
Shares390
Event2026-03-31
Filed2026-05-13
KNF
0.00%Knife Riv Hldg Co
Shares194
Event2026-03-31
Filed2026-05-13
LEN
0.00%Lennar Corp
Shares181
Event2026-03-31
Filed2026-05-13
CANE
0.00%Teucrium Commodity Tr Sugar Fd ETF
Shares1.5K
Event2026-03-31
Filed2026-05-13
CLX
0.00%Clorox Co
Shares150
Event2026-03-31
Filed2026-05-13
MKC
0.00%McCormick & Company Inc
Shares300
Event2026-03-31
Filed2026-05-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available