Sponsored
The Analysis of CULLEN/FROST BANKERS, INC.'s Holdings & P&L
Currently, CULLEN/FROST BANKERS, INC. holds 1393 types of securities in its portfolio with a total value $8.8B. In the most recent quarter, they have increased their positions in PVAL (+871.0K shares, valued at $40.4M), VUG (+45.8K shares, valued at $20.0M), BA (+88.4K shares, valued at $17.6M); decreased their positions in AGG (-462.2K shares, valued at $45.9M), IWP (-166.0K shares, valued at $21.3M), HYG (-236.5K shares, valued at $18.8M); initiated new positions in N/A (+79.7K shares, valued at $15.7M), JSTC (+49.6K shares, valued at $966.1K), N/A (+22.8K shares, valued at $583.9K).
1M P&L
-136.1M-1.47%
3M P&L
-1.8B-16.65%
HY P&L
-1.4B-13.43%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A2.9B
36.6%
2Consumer Electronics480.4M
6.2%
3Software - Infrastructure413.8M
5.3%
Top Industries by Stock Count
1N/A382 stocks
29.4%
2Banks - Regional52 stocks
4.0%
3Software - Application43 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW129.5K shares-2.03%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS51.5K shares-0.19%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT81.8K shares96.93%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK95.9K shares-13.53%2026-03-312026-05-05
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A45.7K shares38.45%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM85.5K shares-7.42%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SPDR SERIES TRUST STATE STREET SPD SPDR SERIES TRUST STATE STREET SPD19.5K shares-1.15%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TIDAL TRUST II CARBON CLCTV CLM TIDAL TRUST II CARBON CLCTV CLM22.8K sharesnew addition2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
Sponsored
Sponsored
AAPL
0.01%APPLE INC COM
Shares1.9M
Event2026-03-31
Filed2026-05-05
PVAL
12.71%PUTNAM ETF TRUST FOCUSED LAR CAP
Shares7.7M
Event2026-03-31
Filed2026-05-05
MSFT
0.64%MICROSOFT CORP COM
Shares911.4K
Event2026-03-31
Filed2026-05-05
NVDA
1.75%NVIDIA CORPORATION COM
Shares1.6M
Event2026-03-31
Filed2026-05-05
VUG
7.50%VANGUARD INDEX FDS GROWTH ETF
Shares656.3K
Event2026-03-31
Filed2026-05-05
EMXC
0.30%ISHARES INC MSCI EMRG CHN
Shares2.6M
Event2026-03-31
Filed2026-05-05
AMZN
1.55%AMAZON COM INC COM
Shares950.8K
Event2026-03-31
Filed2026-05-05
EFA
3.18%ISHARES TR MSCI EAFE ETF
Shares2.0M
Event2026-03-31
Filed2026-05-05
ALPHABET INC CAP STK CL A
0.87%ALPHABET INC CAP STK CL A
Shares653.8K
Event2026-03-31
Filed2026-05-05
BROADCOM INC COM
4.77%BROADCOM INC COM
Shares534.7K
Event2026-03-31
Filed2026-05-05
IWP
-11.53%ISHARES TR RUS MD CP GR ETF
Shares1.3M
Event2026-03-31
Filed2026-05-05
VB
3.90%VANGUARD INDEX FDS SMALL CP ETF
Shares590.1K
Event2026-03-31
Filed2026-05-05
ALPHABET INC CAP STK CL C
-0.64%ALPHABET INC CAP STK CL C
Shares501.6K
Event2026-03-31
Filed2026-05-05
IWF
-5.39%ISHARES TR RUS 1000 GRW ETF
Shares327.4K
Event2026-03-31
Filed2026-05-05
VO
0.19%VANGUARD INDEX FDS MID CAP ETF
Shares442.0K
Event2026-03-31
Filed2026-05-05
META
0.05%META PLATFORMS INC CL A
Shares207.5K
Event2026-03-31
Filed2026-05-05
SPY
-7.83%STATE STR SPDR S&P 500 ETF T TR UNIT
Shares180.7K
Event2026-03-31
Filed2026-05-05
IJJ
-0.72%ISHARES TR S&P MC 400VL ETF
Shares825.3K
Event2026-03-31
Filed2026-05-05
V
-1.10%VISA INC COM CL A
Shares348.7K
Event2026-03-31
Filed2026-05-05
GLW
-5.18%CORNING INC COM
Shares772.5K
Event2026-03-31
Filed2026-05-05
IWLG
14.50%NEW YORK LIFE INVTS ACTIVE E NYLI WINSLOW LAR
Shares2.2M
Event2026-03-31
Filed2026-05-05
JPM
-0.84%JPMORGAN CHASE & CO COM
Shares341.4K
Event2026-03-31
Filed2026-05-05
LLY
0.17%ELI LILLY & CO COM
Shares103.8K
Event2026-03-31
Filed2026-05-05
IWD
7.94%ISHARES TR RUS 1000 VAL ETF
Shares435.1K
Event2026-03-31
Filed2026-05-05
COST
-2.19%COSTCO WHOLESALE CORPORATION COM
Shares88.4K
Event2026-03-31
Filed2026-05-05
CVX
-3.58%CHEVRON CORPORATION COM
Shares412.4K
Event2026-03-31
Filed2026-05-05
XOM
6.83%EXXON MOBIL CORP COM
Shares502.7K
Event2026-03-31
Filed2026-05-05
MA
-1.55%MASTERCARD INCORPORATED CL A
Shares158.5K
Event2026-03-31
Filed2026-05-05
ABBV
-1.97%ABBVIE INC COM
Shares358.3K
Event2026-03-31
Filed2026-05-05
JNJ
-1.62%JOHNSON & JOHNSON COM
Shares309.2K
Event2026-03-31
Filed2026-05-05
WMT
-0.29%WALMART INC COM
Shares519.0K
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC DEL CL B NEW
-2.03%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares129.5K
Event2026-03-31
Filed2026-05-05
HD
0.67%HOME DEPOT INC COM
Shares179.7K
Event2026-03-31
Filed2026-05-05
EATON CORP PLC SHS
0.03%EATON CORP PLC SHS
Shares156.2K
Event2026-03-31
Filed2026-05-05
AGG
-45.27%ISHARES TR CORE US AGGBD ET
Shares558.9K
Event2026-03-31
Filed2026-05-05
VEU
-1.04%VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
Shares722.0K
Event2026-03-31
Filed2026-05-05
CSCO
7.08%CISCO SYS INC COM
Shares685.0K
Event2026-03-31
Filed2026-05-05
BAC
-0.31%BANK AMERICA CORP COM
Shares1.0M
Event2026-03-31
Filed2026-05-05
SCHD
-14.08%SCHWAB STRATEGIC TR US DIVIDEND EQ
Shares1.6M
Event2026-03-31
Filed2026-05-05
KLAC
28.63%KLA CORP COM NEW
Shares31.7K
Event2026-03-31
Filed2026-05-05
KO
-0.91%COCA COLA CO COM
Shares610.1K
Event2026-03-31
Filed2026-05-05
ORCL
-7.04%ORACLE CORP COM
Shares306.3K
Event2026-03-31
Filed2026-05-05
PM
-4.65%PHILIP MORRIS INTL INC COM
Shares270.2K
Event2026-03-31
Filed2026-05-05
ETR
1.78%ENTERGY CORP NEW COM
Shares381.2K
Event2026-03-31
Filed2026-05-05
AXP
-0.38%AMERICAN EXPRESS CO COM
Shares136.0K
Event2026-03-31
Filed2026-05-05
VLO
15.94%VALERO ENERGY CORP COM
Shares165.5K
Event2026-03-31
Filed2026-05-05
NFLX
1.79%NETFLIX INC. COM
Shares420.2K
Event2026-03-31
Filed2026-05-05
ISRG
3.50%INTUITIVE SURGICAL INC COM NEW
Shares86.8K
Event2026-03-31
Filed2026-05-05
VWO
1.91%VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
Shares726.0K
Event2026-03-31
Filed2026-05-05
PG
5.94%PROCTER & GAMBLE CO COM
Shares270.6K
Event2026-03-31
Filed2026-05-05
GLTR
-3.54%ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET
Shares178.7K
Event2026-03-31
Filed2026-05-05
MERCK & CO INC COM
39.33%MERCK & CO INC COM
Shares300.9K
Event2026-03-31
Filed2026-05-05
CMI
0.68%CUMMINS INC COM
Shares66.4K
Event2026-03-31
Filed2026-05-05
AEP
0.46%AMERICAN ELEC PWR CO INC COM
Shares265.6K
Event2026-03-31
Filed2026-05-05
ORLY
0.59%OREILLY AUTOMOTIVE INC COM
Shares366.1K
Event2026-03-31
Filed2026-05-05
BSV
-7.82%VANGUARD BD INDEX FDS SHORT TRM BOND
Shares412.4K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE COM NEW
1.17%GE AEROSPACE COM NEW
Shares110.3K
Event2026-03-31
Filed2026-05-05
VANGUARD INDEX FDS S&P 500 ETF SHS
-0.19%VANGUARD INDEX FDS S&P 500 ETF SHS
Shares51.5K
Event2026-03-31
Filed2026-05-05
NOW
-2.60%SERVICENOW INC COM
Shares292.8K
Event2026-03-31
Filed2026-05-05
MCD
0.71%MCDONALDS CORP COM
Shares98.0K
Event2026-03-31
Filed2026-05-05
BKNG
-2.88%BOOKING HOLDINGS INC COM
Shares7.0K
Event2026-03-31
Filed2026-05-05
LOW
-1.20%LOWES COS INC COM
Shares124.9K
Event2026-03-31
Filed2026-05-05
COP
-3.35%CONOCOPHILLIPS COM
Shares218.1K
Event2026-03-31
Filed2026-05-05
GEV
11.24%GE VERNOVA INC COM
Shares32.9K
Event2026-03-31
Filed2026-05-05
TXN
7.84%TEXAS INSTRS INC COM
Shares146.2K
Event2026-03-31
Filed2026-05-05
CITIGROUP INC COM NEW
7.61%CITIGROUP INC COM NEW
Shares249.6K
Event2026-03-31
Filed2026-05-05
TSLA
8.78%TESLA INC COM
Shares75.6K
Event2026-03-31
Filed2026-05-05
VZ
6.87%VERIZON COMMUNICATIONS INC COM
Shares542.6K
Event2026-03-31
Filed2026-05-05
MCO
0.62%MOODYS CORP COM
Shares62.1K
Event2026-03-31
Filed2026-05-05
UNP
-1.27%UNION PAC CORP COM
Shares111.6K
Event2026-03-31
Filed2026-05-05
DIS
4.70%DISNEY WALT CO COM
Shares270.0K
Event2026-03-31
Filed2026-05-05
TRV
0.44%TRAVELERS COMPANIES INC COM
Shares88.2K
Event2026-03-31
Filed2026-05-05
RTX
11.15%RTX CORPORATION COM
Shares132.6K
Event2026-03-31
Filed2026-05-05
CB
-3.19%CHUBB LTD SWITZ COM
Shares78.2K
Event2026-03-31
Filed2026-05-05
AMGN
-5.02%AMGEN INC COM
Shares72.2K
Event2026-03-31
Filed2026-05-05
LAM RESEARCH CORP COM NEW
-4.86%LAM RESEARCH CORP COM NEW
Shares118.5K
Event2026-03-31
Filed2026-05-05
SHW
-2.78%SHERWIN WILLIAMS CO COM
Shares77.0K
Event2026-03-31
Filed2026-05-05
DHR
0.80%DANAHER CORP DEL COM
Shares127.8K
Event2026-03-31
Filed2026-05-05
HON
1.58%HONEYWELL INTL INC COM
Shares106.7K
Event2026-03-31
Filed2026-05-05
AJG
3.01%GALLAGHER ARTHUR J & CO COM
Shares110.4K
Event2026-03-31
Filed2026-05-05
TJX
-0.77%TJX COS INC NEW COM
Shares148.8K
Event2026-03-31
Filed2026-05-05
EVRG
-9.91%EVERGY INC COM
Shares285.2K
Event2026-03-31
Filed2026-05-05
MEDTRONIC PLC SHS
1.53%MEDTRONIC PLC SHS
Shares264.6K
Event2026-03-31
Filed2026-05-05
CME
2.93%CME GROUP INC COM
Shares77.2K
Event2026-03-31
Filed2026-05-05
SYK
2.44%STRYKER CORPORATION COM
Shares68.5K
Event2026-03-31
Filed2026-05-05
UNH
12.26%UNITEDHEALTH GROUP INC COM
Shares82.5K
Event2026-03-31
Filed2026-05-05
BA
391.24%BOEING CO COM
Shares111.0K
Event2026-03-31
Filed2026-05-05
ICE
3.65%INTERCONTINENTAL EXCHANGE IN COM
Shares137.9K
Event2026-03-31
Filed2026-05-05
IVW
0.48%ISHARES TR S&P 500 GRWT ETF
Shares189.9K
Event2026-03-31
Filed2026-05-05
BSX
-3.69%BOSTON SCIENTIFIC CORP COM
Shares339.7K
Event2026-03-31
Filed2026-05-05
ADI
4.44%ANALOG DEVICES INC COM
Shares67.0K
Event2026-03-31
Filed2026-05-05
IBM
0.81%INTERNATIONAL BUSINESS MACHS COM
Shares87.8K
Event2026-03-31
Filed2026-05-05
TMO
10.03%THERMO FISHER SCIENTIFIC INC COM
Shares42.2K
Event2026-03-31
Filed2026-05-05
ARISTA NETWORKS INC COM SHS
-0.37%ARISTA NETWORKS INC COM SHS
Shares166.3K
Event2026-03-31
Filed2026-05-05
LHX
-5.43%L3HARRIS TECHNOLOGIES INC COM
Shares59.0K
Event2026-03-31
Filed2026-05-05
VV
-0.85%VANGUARD INDEX FDS LARGE CAP ETF
Shares67.9K
Event2026-03-31
Filed2026-05-05
SPOT
0.19%SPOTIFY TECHNOLOGY S A SHS
Shares41.6K
Event2026-03-31
Filed2026-05-05
AMAT
22.79%APPLIED MATLS INC COM
Shares57.2K
Event2026-03-31
Filed2026-05-05
IVE
-0.19%ISHARES TR S&P 500 VAL ETF
Shares91.3K
Event2026-03-31
Filed2026-05-05
PSA
69.77%PUBLIC STORAGE OPER CO COM
Shares67.7K
Event2026-03-31
Filed2026-05-05
RIO
5.19%RIO TINTO PLC SPONSORED ADR
Shares195.8K
Event2026-03-31
Filed2026-05-05
AMD
1.06%ADVANCED MICRO DEVICES INC COM
Shares89.7K
Event2026-03-31
Filed2026-05-05
HCA
-0.80%HCA HEALTHCARE INC COM
Shares38.1K
Event2026-03-31
Filed2026-05-05
ADP
1.14%AUTOMATIC DATA PROCESSING IN COM
Shares88.7K
Event2026-03-31
Filed2026-05-05
T
2.07%AT&T INC COM
Shares608.8K
Event2026-03-31
Filed2026-05-05
PLD
30.71%PROLOGIS INC. COM
Shares133.0K
Event2026-03-31
Filed2026-05-05
FANG
-17.96%DIAMONDBACK ENERGY INC COM
Shares87.8K
Event2026-03-31
Filed2026-05-05
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares24
Event2026-03-31
Filed2026-05-05
ABT
-6.98%ABBOTT LABORATORIES COM
Shares165.2K
Event2026-03-31
Filed2026-05-05
LINDE PLC SHS
11.19%LINDE PLC SHS
Shares33.6K
Event2026-03-31
Filed2026-05-05
MAR
2.98%MARRIOTT INTL INC NEW CL A
Shares50.9K
Event2026-03-31
Filed2026-05-05
IJK
-2.02%ISHARES TR S&P MC 400GR ETF
Shares165.1K
Event2026-03-31
Filed2026-05-05
DVY
-9.15%ISHARES TR SELECT DIVID ETF
Shares109.6K
Event2026-03-31
Filed2026-05-05
BLACKSTONE INC COM
0.39%BLACKSTONE INC COM
Shares142.6K
Event2026-03-31
Filed2026-05-05
AON PLC SHS CL A
1.11%AON PLC SHS CL A
Shares50.8K
Event2026-03-31
Filed2026-05-05
MO
1.45%ALTRIA GROUP INC COM
Shares246.7K
Event2026-03-31
Filed2026-05-05
EEM
5.15%ISHARES TR MSCI EMG MKT ETF
Shares281.5K
Event2026-03-31
Filed2026-05-05
ASTRAZENECA PLC ORD ADDED
NewASTRAZENECA PLC ORD ADDED
Shares79.7K
Event2026-03-31
Filed2026-05-05
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
96.93%INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
Shares81.8K
Event2026-03-31
Filed2026-05-05
CINF
2.75%CINCINNATI FINL CORP COM
Shares99.3K
Event2026-03-31
Filed2026-05-05
FAST
1.35%FASTENAL CO COM
Shares330.5K
Event2026-03-31
Filed2026-05-05
SBUX
18.88%STARBUCKS CORP COM
Shares169.6K
Event2026-03-31
Filed2026-05-05
CARR
30.91%CARRIER GLOBAL CORPORATION COM
Shares269.3K
Event2026-03-31
Filed2026-05-05
VBR
-5.51%VANGUARD INDEX FDS SM CP VAL ETF
Shares69.3K
Event2026-03-31
Filed2026-05-05
MPWR
3.31%MONOLITHIC PWR SYS INC COM
Shares13.8K
Event2026-03-31
Filed2026-05-05
TMUS
-19.91%T-MOBILE US INC COM
Shares71.3K
Event2026-03-31
Filed2026-05-05
CMG
-6.32%CHIPOTLE MEXICAN GRILL INC COM
Shares461.9K
Event2026-03-31
Filed2026-05-05
UBER
-6.17%UBER TECHNOLOGIES INC COM
Shares203.6K
Event2026-03-31
Filed2026-05-05
QSR
23.90%RESTAURANT BRANDS INTL INC COM
Shares198.0K
Event2026-03-31
Filed2026-05-05
HYG
-56.30%ISHARES TR IBOXX HI YD ETF
Shares183.6K
Event2026-03-31
Filed2026-05-05
NEM
0.07%NEWMONT CORP COM
Shares129.6K
Event2026-03-31
Filed2026-05-05
J
3.60%JACOBS SOLUTIONS INC COM
Shares108.2K
Event2026-03-31
Filed2026-05-05
PEP
1.22%PEPSICO INC COM
Shares88.3K
Event2026-03-31
Filed2026-05-05
REG
2.12%REGENCY CTRS CORP COM
Shares180.0K
Event2026-03-31
Filed2026-05-05
KKR & CO INC COM
-4.75%KKR & CO INC COM
Shares145.6K
Event2026-03-31
Filed2026-05-05
VBK
-7.26%VANGUARD INDEX FDS SML CP GRW ETF
Shares44.4K
Event2026-03-31
Filed2026-05-05
CRM
8.80%SALESFORCE INC COM
Shares70.4K
Event2026-03-31
Filed2026-05-05
KRE
14.81%SPDR SERIES TRUST STATE STREET SPD
Shares190.4K
Event2026-03-31
Filed2026-05-05
TT
2.08%TRANE TECHNOLOGIES PLC SHS
Shares29.8K
Event2026-03-31
Filed2026-05-05
OMC
3.79%OMNICOM GROUP INC COM
Shares164.6K
Event2026-03-31
Filed2026-05-05
H
1.79%HYATT HOTELS CORP COM CL A
Shares85.7K
Event2026-03-31
Filed2026-05-05
ASML
3.93%ASML HLDG NV N Y REGISTRY SHS
Shares9.3K
Event2026-03-31
Filed2026-05-05
QCOM
-44.54%QUALCOMM INC COM
Shares94.6K
Event2026-03-31
Filed2026-05-05
EQT CORP COM
1.16%EQT CORP COM
Shares188.5K
Event2026-03-31
Filed2026-05-05
RCL
6.18%ROYAL CARIBBEAN GROUP COM
Shares43.5K
Event2026-03-31
Filed2026-05-05
AZO
-0.84%AUTOZONE INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-05
IJH
-3.06%ISHARES TR CORE S&P MCP ETF
Shares175.8K
Event2026-03-31
Filed2026-05-05
PANW
12.21%PALO ALTO NETWORKS INC COM
Shares73.8K
Event2026-03-31
Filed2026-05-05
GENERAL DYNAMICS CORP COM
11.45%GENERAL DYNAMICS CORP COM
Shares34.4K
Event2026-03-31
Filed2026-05-05
NVO
90.56%NOVO-NORDISK A S ADR
Shares319.0K
Event2026-03-31
Filed2026-05-05
AMT
6.10%AMERICAN TOWER CORP COM
Shares66.4K
Event2026-03-31
Filed2026-05-05
PWV
4.08%INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE
Shares163.6K
Event2026-03-31
Filed2026-05-05
JBHT
1.20%HUNT J B TRANS SVCS INC COM
Shares53.3K
Event2026-03-31
Filed2026-05-05
CMCSA
7.48%COMCAST CORP NEW CL A
Shares391.5K
Event2026-03-31
Filed2026-05-05
SNOW
12.15%SNOWFLAKE INC COM SHS
Shares73.7K
Event2026-03-31
Filed2026-05-05
BMY
15.07%BRISTOL-MYERS SQUIBB CO COM
Shares183.2K
Event2026-03-31
Filed2026-05-05
QNITY ELECTRONICS INC COMMON STOCK
-13.53%QNITY ELECTRONICS INC COMMON STOCK
Shares95.9K
Event2026-03-31
Filed2026-05-05
VTEB
-40.62%VANGUARD MUN BD FDS TAX EXEMPT BD
Shares220.9K
Event2026-03-31
Filed2026-05-05
CNP
2.14%CENTERPOINT ENERGY INC COM
Shares247.9K
Event2026-03-31
Filed2026-05-05
SCZ
-8.35%ISHARES TR EAFE SML CP ETF
Shares135.5K
Event2026-03-31
Filed2026-05-05
INTU
2.41%INTUIT COM
Shares24.1K
Event2026-03-31
Filed2026-05-05
MNST
-1.49%MONSTER BEVERAGE CORP NEW COM
Shares141.8K
Event2026-03-31
Filed2026-05-05
CGGE
15.15%CAPITAL GROUP GLOBAL EQUITY SHS
Shares329.1K
Event2026-03-31
Filed2026-05-05
BALL
60.85%BALL CORP COM
Shares166.9K
Event2026-03-31
Filed2026-05-05
IEFA
-19.07%ISHARES TR CORE MSCI EAFE
Shares106.1K
Event2026-03-31
Filed2026-05-05
GPC
-1.59%GENUINE PARTS CO COM
Shares90.5K
Event2026-03-31
Filed2026-05-05
COF
349.48%CAPITAL ONE FINL CORP COM
Shares52.1K
Event2026-03-31
Filed2026-05-05
TDG
22.81%TRANSDIGM GROUP INC COM
Shares8.1K
Event2026-03-31
Filed2026-05-05
WPC
3.91%WP CAREY INC COM
Shares137.7K
Event2026-03-31
Filed2026-05-05
NDAQ
-0.55%NASDAQ INC COM
Shares107.6K
Event2026-03-31
Filed2026-05-05
INSM
21610.16%INSMED INC COM PAR $.01
Shares55.6K
Event2026-03-31
Filed2026-05-05
ACCENTURE PLC IRELAND SHS CLASS A
38.45%ACCENTURE PLC IRELAND SHS CLASS A
Shares45.7K
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TR UNIT SER 1
7.24%INVESCO QQQ TR UNIT SER 1
Shares15.6K
Event2026-03-31
Filed2026-05-05
GS
13.64%GOLDMAN SACHS GROUP INC COM
Shares10.6K
Event2026-03-31
Filed2026-05-05
CGBL
2.07%CAPITAL GROUP CORE BALANCED SHS
Shares259.8K
Event2026-03-31
Filed2026-05-05
DDOG
7.86%DATADOG INC CL A COM
Shares74.9K
Event2026-03-31
Filed2026-05-05
CGDG
12.32%CAPITAL GROUP DIVIDEND GROWE SHS ETF
Shares244.6K
Event2026-03-31
Filed2026-05-05
KVUE
15.39%KENVUE INC COM
Shares497.8K
Event2026-03-31
Filed2026-05-05
NUE
2.47%NUCOR CORP COM
Shares50.6K
Event2026-03-31
Filed2026-05-05
GLD
2.06%SPDR GOLD TR GOLD SHS
Shares19.5K
Event2026-03-31
Filed2026-05-05
MEDLINE INC COM CL A
37772.09%MEDLINE INC COM CL A
Shares188.6K
Event2026-03-31
Filed2026-05-05
PLTR
1225.95%PALANTIR TECHNOLOGIES INC CL A
Shares53.6K
Event2026-03-31
Filed2026-05-05
DG
15.34%DOLLAR GEN CORP COM
Shares63.8K
Event2026-03-31
Filed2026-05-05
VT
7.38%VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF
Shares53.7K
Event2026-03-31
Filed2026-05-05
VRTX
2708.14%VERTEX PHARMACEUTICALS INC COM
Shares16.6K
Event2026-03-31
Filed2026-05-05
BROS
7.73%DUTCH BROS INC CL A
Shares145.6K
Event2026-03-31
Filed2026-05-05
CGUS
34.91%CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI
Shares191.8K
Event2026-03-31
Filed2026-05-05
BIRK
-6.44%BIRKENSTOCK HOLDING PLC COM SHS
Shares201.4K
Event2026-03-31
Filed2026-05-05
SPGI
-7.36%S&P GLOBAL INC COM
Shares16.9K
Event2026-03-31
Filed2026-05-05
VTI
53.55%VANGUARD INDEX FDS TOTAL STK MKT
Shares22.3K
Event2026-03-31
Filed2026-05-05
IWM
1.33%ISHARES TR RUSSELL 2000 ETF
Shares28.7K
Event2026-03-31
Filed2026-05-05
ICF
-4.41%ISHARES TR SELECT US REIT
Shares113.1K
Event2026-03-31
Filed2026-05-05
SNPS
0.60%SYNOPSYS INC COM
Shares17.6K
Event2026-03-31
Filed2026-05-05
CANADIAN PACIFIC KANSAS CITY COM
-7.42%CANADIAN PACIFIC KANSAS CITY COM
Shares85.5K
Event2026-03-31
Filed2026-05-05
IXC
0.00%ISHARES TR GLOBAL ENERG ETF
Shares112.5K
Event2026-03-31
Filed2026-05-05
CGDV
27.88%CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI
Shares147.1K
Event2026-03-31
Filed2026-05-05
XLK
-12.61%SELECT SECTOR SPDR TR STATE STREET TEC
Shares47.0K
Event2026-03-31
Filed2026-05-05
CAT
-14.14%CATERPILLAR INC COM
Shares8.8K
Event2026-03-31
Filed2026-05-05
INFL
-4.50%LISTED FDS TR HORIZON KINETICS
Shares117.1K
Event2026-03-31
Filed2026-05-05
BLACKROCK INC COM
-6.37%BLACKROCK INC COM
Shares6.1K
Event2026-03-31
Filed2026-05-05
TLT
-13.62%ISHARES TR 20 YR TR BD ETF
Shares67.2K
Event2026-03-31
Filed2026-05-05
LMT
-9.85%LOCKHEED MARTIN CORP COM
Shares9.6K
Event2026-03-31
Filed2026-05-05
CLX
14.58%CLOROX CO DEL COM
Shares55.7K
Event2026-03-31
Filed2026-05-05
PFE
-3.91%PFIZER INC COM
Shares203.4K
Event2026-03-31
Filed2026-05-05
CGMS
5.14%CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR
Shares207.9K
Event2026-03-31
Filed2026-05-05
EMR
1.57%EMERSON ELEC CO COM
Shares43.0K
Event2026-03-31
Filed2026-05-05
CGGO
22.57%CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI
Shares168.3K
Event2026-03-31
Filed2026-05-05
ELV
0.87%ELEVANCE HEALTH INC FORMERLY COM
Shares18.7K
Event2026-03-31
Filed2026-05-05
WCMI
11180.17%FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY
Shares326.0K
Event2026-03-31
Filed2026-05-05
NKE
5.30%NIKE INC CL B
Shares103.1K
Event2026-03-31
Filed2026-05-05
TFI
-30.96%SPDR SERIES TRUST STATE STREET SPD
Shares113.1K
Event2026-03-31
Filed2026-05-05
CGGR
12.32%CAPITAL GROUP GROWTH ETF SHS CREATION UNI
Shares126.8K
Event2026-03-31
Filed2026-05-05
IWO
-1.90%ISHARES TR RUS 2000 GRW ETF
Shares16.1K
Event2026-03-31
Filed2026-05-05
IWR
1.65%ISHARES TR RUS MID CAP ETF
Shares51.7K
Event2026-03-31
Filed2026-05-05
SHM
-28.47%SPDR SERIES TRUST STATE STREET SPD
Shares105.0K
Event2026-03-31
Filed2026-05-05
MARVELL TECHNOLOGY INC COM
-8.74%MARVELL TECHNOLOGY INC COM
Shares48.9K
Event2026-03-31
Filed2026-05-05
WFC
-1.15%WELLS FARGO & CO COM
Shares60.4K
Event2026-03-31
Filed2026-05-05
XLF
15.65%SELECT SECTOR SPDR TR STATE STREET FIN
Shares96.7K
Event2026-03-31
Filed2026-05-05
GUNR
-4.87%FLEXSHARES TR MORNSTAR UPSTR
Shares86.2K
Event2026-03-31
Filed2026-05-05
CHD
76.91%CHURCH & DWIGHT CO INC COM
Shares50.3K
Event2026-03-31
Filed2026-05-05
CGMU
51.23%CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME
Shares164.5K
Event2026-03-31
Filed2026-05-05
TSCO
0.02%TRACTOR SUPPLY CO COM
Shares98.4K
Event2026-03-31
Filed2026-05-05
CGCB
9.59%CAPITAL GRP FIXED INCM ETF T CORE BOND ETF
Shares164.4K
Event2026-03-31
Filed2026-05-05
RDDT
-9.43%REDDIT INC CL A
Shares31.8K
Event2026-03-31
Filed2026-05-05
NEE
-4.83%NEXTERA ENERGY INC COM
Shares46.0K
Event2026-03-31
Filed2026-05-05
IJR
5.30%ISHARES TR CORE S&P SCP ETF
Shares34.0K
Event2026-03-31
Filed2026-05-05
CFR
-28.79%CULLEN FROST BANKERS INC COM
Shares30.6K
Event2026-03-31
Filed2026-05-05
CGHM
74.49%CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I
Shares164.6K
Event2026-03-31
Filed2026-05-05
CGCP
5.80%CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM
Shares170.1K
Event2026-03-31
Filed2026-05-05
GSK PLC SPONSORED ADR
-80.70%GSK PLC SPONSORED ADR
Shares66.5K
Event2026-03-31
Filed2026-05-05
SLB
256.16%SLB LIMITED COM STK
Shares71.3K
Event2026-03-31
Filed2026-05-05
ALNY
-0.31%ALNYLAM PHARMACEUTICALS INC COM
Shares11.0K
Event2026-03-31
Filed2026-05-05
CGMM
23.93%CAPITAL GROUP EQUITY ETF TR US SMALL AND MID
Shares121.5K
Event2026-03-31
Filed2026-05-05
SHEL
-7.57%SHELL PLC SPON ADS
Shares37.8K
Event2026-03-31
Filed2026-05-05
PSX
-6.61%PHILLIPS 66 COM
Shares18.8K
Event2026-03-31
Filed2026-05-05
IVV
7.45%ISHARES TR CORE S&P500 ETF
Shares5.0K
Event2026-03-31
Filed2026-05-05
INTC
19.88%INTEL CORP COM
Shares74.2K
Event2026-03-31
Filed2026-05-05
ZTS
-7.98%ZOETIS INC CL A
Shares27.5K
Event2026-03-31
Filed2026-05-05
NSC
-3.65%NORFOLK SOUTHN CORP COM
Shares11.3K
Event2026-03-31
Filed2026-05-05
VYM
1.72%VANGUARD WHITEHALL FDS HIGH DIV YLD
Shares21.6K
Event2026-03-31
Filed2026-05-05
JEPI
0.80%J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM
Shares56.2K
Event2026-03-31
Filed2026-05-05
GWX
-19.70%SPDR INDEX SHS FDS STATE STREET SPD
Shares74.8K
Event2026-03-31
Filed2026-05-05
MS
-1.09%MORGAN STANLEY COM NEW
Shares18.5K
Event2026-03-31
Filed2026-05-05
CL
27.08%COLGATE PALMOLIVE CO COM
Shares35.6K
Event2026-03-31
Filed2026-05-05
ITW
2.32%ILLINOIS TOOL WKS INC COM
Shares11.4K
Event2026-03-31
Filed2026-05-05
XLE
99.66%SELECT SECTOR SPDR TR STATE STREET ENE
Shares47.8K
Event2026-03-31
Filed2026-05-05
MDLZ
-2.17%MONDELEZ INTL INC CL A
Shares50.5K
Event2026-03-31
Filed2026-05-05
TOL
-0.01%TOLL BROTHERS INC COM
Shares21.2K
Event2026-03-31
Filed2026-05-05
MMM
-20.89%3M CO COM
Shares19.6K
Event2026-03-31
Filed2026-05-05
DLR
-52.94%DIGITAL RLTY TR INC COM
Shares15.7K
Event2026-03-31
Filed2026-05-05
RNR
-0.66%RENAISSANCERE HLDGS LTD COM
Shares9.3K
Event2026-03-31
Filed2026-05-05
XLV
-5.88%SELECT SECTOR SPDR TR STATE STREET HEA
Shares18.5K
Event2026-03-31
Filed2026-05-05
AWK
-3.00%AMERICAN WTR WKS CO INC NEW COM
Shares19.9K
Event2026-03-31
Filed2026-05-05
STT
-1.79%STATE STR CORP COM
Shares21.1K
Event2026-03-31
Filed2026-05-05
BR
-2.62%BROADRIDGE FINL SOLUTIONS IN COM
Shares16.3K
Event2026-03-31
Filed2026-05-05
PBP
17.44%INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT
Shares119.5K
Event2026-03-31
Filed2026-05-05
SHY
17.45%ISHARES TR 1 3 YR TREAS BD
Shares31.3K
Event2026-03-31
Filed2026-05-05
CAH
0.73%CARDINAL HEALTH INC COM
Shares12.2K
Event2026-03-31
Filed2026-05-05
KMB
1.87%KIMBERLY-CLARK CORP COM
Shares26.6K
Event2026-03-31
Filed2026-05-05
MSDL
0.00%MORGAN STANLEY DIRECT LENDIN COM SHS
Shares184.1K
Event2026-03-31
Filed2026-05-05
MCK
-27.38%MCKESSON CORP COM
Shares2.9K
Event2026-03-31
Filed2026-05-05
VEA
-22.20%VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
Shares38.7K
Event2026-03-31
Filed2026-05-05
VXUS
0.00%VANGUARD STAR FDS VG TL INTL STK F
Shares31.8K
Event2026-03-31
Filed2026-05-05
MPC
-16.98%MARATHON PETE CORP COM
Shares9.8K
Event2026-03-31
Filed2026-05-05
IEF
9.60%ISHARES TR 7-10 YR TRSY BD
Shares24.3K
Event2026-03-31
Filed2026-05-05
USB
0.47%US BANCORP COM NEW
Shares42.8K
Event2026-03-31
Filed2026-05-05
CGNG
19.20%CAPITAL GROUP NEW GEOGRAPHY SHS
Shares69.8K
Event2026-03-31
Filed2026-05-05
XLC
-15.64%SELECT SECTOR SPDR TR STATE STREET COM
Shares19.5K
Event2026-03-31
Filed2026-05-05
ADBE
-1.51%ADOBE INC COM
Shares8.8K
Event2026-03-31
Filed2026-05-05
BWA
40.54%BORGWARNER INC COM
Shares39.3K
Event2026-03-31
Filed2026-05-05
PB
0.00%PROSPERITY BANCSHARES INC COM
Shares31.7K
Event2026-03-31
Filed2026-05-05
APD
-1.22%AIR PRODUCTS AND CHEMICALS I COM
Shares7.3K
Event2026-03-31
Filed2026-05-05
DUPONT DE NEMOURS INC COM
12.47%DUPONT DE NEMOURS INC COM
Shares46.3K
Event2026-03-31
Filed2026-05-05
IDXX
2.76%IDEXX LABS INC COM
Shares3.8K
Event2026-03-31
Filed2026-05-05
TRMB
26.19%TRIMBLE INC COM
Shares31.0K
Event2026-03-31
Filed2026-05-05
XLB
214.38%SELECT SECTOR SPDR TR STATE STREET MAT
Shares39.7K
Event2026-03-31
Filed2026-05-05
ROK
-0.34%ROCKWELL AUTOMATION INC COM
Shares5.3K
Event2026-03-31
Filed2026-05-05
IEMG
4.14%ISHARES INC CORE MSCI EMKT
Shares27.4K
Event2026-03-31
Filed2026-05-05
ROST
6.58%ROSS STORES INC COM
Shares8.8K
Event2026-03-31
Filed2026-05-05
UPS
3.39%UNITED PARCEL SVCS INC CL B
Shares19.3K
Event2026-03-31
Filed2026-05-05
DGRO
1.62%ISHARES TR CORE DIV GRWTH
Shares27.0K
Event2026-03-31
Filed2026-05-05
BSM
-13.78%BLACK STONE MINERALS L P COM UNIT
Shares123.7K
Event2026-03-31
Filed2026-05-05
SPDR SERIES TRUST STATE STREET SPD
-1.15%SPDR SERIES TRUST STATE STREET SPD
Shares19.5K
Event2026-03-31
Filed2026-05-05
XLI
-4.40%SELECT SECTOR SPDR TR STATE STREET IND
Shares11.4K
Event2026-03-31
Filed2026-05-05
CENCORA INC COM
29.20%CENCORA INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-05
TSM
-1.97%TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
Shares5.2K
Event2026-03-31
Filed2026-05-05
PGR
-83.30%PROGRESSIVE CORP COM
Shares8.9K
Event2026-03-31
Filed2026-05-05
FTNT
36.30%FORTINET INC COM
Shares21.5K
Event2026-03-31
Filed2026-05-05
AMP
3.03%AMERIPRISE FINL INC COM
Shares3.9K
Event2026-03-31
Filed2026-05-05
IWS
-38.86%ISHARES TR RUS MDCP VAL ETF
Shares11.8K
Event2026-03-31
Filed2026-05-05
EXPE
25.75%EXPEDIA GROUP INC COM NEW
Shares7.3K
Event2026-03-31
Filed2026-05-05
DUKE ENERGY CORP NEW COM NEW
-13.39%DUKE ENERGY CORP NEW COM NEW
Shares12.7K
Event2026-03-31
Filed2026-05-05
ACGL
-1.13%ARCH CAP GROUP LTD ORD
Shares17.1K
Event2026-03-31
Filed2026-05-05
BNDX
7.01%VANGUARD CHARLOTTE FDS TOTAL INT BD ETF
Shares33.9K
Event2026-03-31
Filed2026-05-05
FDVV
10.36%FIDELITY COVINGTON TRUST HIGH DIVID ETF
Shares29.0K
Event2026-03-31
Filed2026-05-05
BK
-1.60%BANK NEW YORK MELLON CORP COM
Shares13.5K
Event2026-03-31
Filed2026-05-05
FDX
-7.55%FEDEX CORP COM
Shares4.3K
Event2026-03-31
Filed2026-05-05
SPHQ
-1.91%INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
Shares19.8K
Event2026-03-31
Filed2026-05-05
XLY
-7.38%SELECT SECTOR SPDR TR STATE STREET CON
Shares13.5K
Event2026-03-31
Filed2026-05-05
NVS
-0.58%NOVARTIS AG SPONSORED ADR
Shares9.5K
Event2026-03-31
Filed2026-05-05
DHI
-0.10%D R HORTON INC COM
Shares10.5K
Event2026-03-31
Filed2026-05-05
PEG
-4.30%PUBLIC SVC ENTERPRISE GROUP COM
Shares17.6K
Event2026-03-31
Filed2026-05-05
CTAS
7.44%CINTAS CORP COM
Shares8.4K
Event2026-03-31
Filed2026-05-05
WM
-4.30%WASTE MGMT INC DEL COM
Shares6.1K
Event2026-03-31
Filed2026-05-05
FDL
3.73%FIRST TR EXCHANGE-TRADED FD SHS
Shares26.9K
Event2026-03-31
Filed2026-05-05
GILD
16.96%GILEAD SCIENCES INC COM
Shares9.8K
Event2026-03-31
Filed2026-05-05
ECL
7.65%ECOLAB INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-05
VCSH
2.80%VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
Shares16.9K
Event2026-03-31
Filed2026-05-05
BARRICK MNG CORP COM SHS
4.01%BARRICK MNG CORP COM SHS
Shares31.2K
Event2026-03-31
Filed2026-05-05
IBB
1.36%ISHARES TR ISHARES BIOTECH
Shares7.4K
Event2026-03-31
Filed2026-05-05
SCHW
9.78%SCHWAB CHARLES CORP COM
Shares13.3K
Event2026-03-31
Filed2026-05-05
XLU
18.05%SELECT SECTOR SPDR TR STATE STREET UTI
Shares26.9K
Event2026-03-31
Filed2026-05-05
ALL
2.03%ALLSTATE CORP COM
Shares5.9K
Event2026-03-31
Filed2026-05-05
UBS
-0.72%UBS GROUP AG SHS
Shares31.5K
Event2026-03-31
Filed2026-05-05
HIG
5.91%HARTFORD INSURANCE GROUP INC COM
Shares8.9K
Event2026-03-31
Filed2026-05-05
FFIV
0.00%F5 INC COM
Shares4.2K
Event2026-03-31
Filed2026-05-05
KR
-4.51%KROGER CO COM
Shares16.5K
Event2026-03-31
Filed2026-05-05
GLDM
-18.28%WORLD GOLD TR SPDR GLD MINIS
Shares12.8K
Event2026-03-31
Filed2026-05-05
CVS
159.12%CVS HEALTH CORP COM
Shares16.4K
Event2026-03-31
Filed2026-05-05
FPE
0.17%FIRST TR EXCH TRADED FD III PFD SECS INC ETF
Shares66.1K
Event2026-03-31
Filed2026-05-05
PNC
3.13%PNC FINL SVCS GROUP INC COM
Shares5.6K
Event2026-03-31
Filed2026-05-05
IYY
0.22%ISHARES TR DOW JONES US ETF
Shares7.3K
Event2026-03-31
Filed2026-05-05
CBOE
-24.80%CBOE GLOBAL MKTS INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-05
IAGG
-3.35%ISHARES TR CORE INTL AGGR
Shares23.1K
Event2026-03-31
Filed2026-05-05
HAS
-2.94%HASBRO INC COM
Shares12.3K
Event2026-03-31
Filed2026-05-05
SSNC
-5.51%SS&C TECH HLDGS COM
Shares16.3K
Event2026-03-31
Filed2026-05-05
SCHG
2.72%SCHWAB STRATEGIC TR US LCAP GR ETF
Shares37.0K
Event2026-03-31
Filed2026-05-05
EL
3.07%LAUDER ESTEE COS INC CL A
Shares14.9K
Event2026-03-31
Filed2026-05-05
FCOR
-12.71%FIDELITY MERRIMACK STR TR CORP BOND ETF
Shares22.6K
Event2026-03-31
Filed2026-05-05
XLP
-12.30%SELECT SECTOR SPDR TR STATE STREET CON
Shares13.0K
Event2026-03-31
Filed2026-05-05
FLMI
26.18%FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN
Shares41.6K
Event2026-03-31
Filed2026-05-05
CGCV
13.20%CAPITAL GROUP CONSERVATIVE E SHS
Shares34.5K
Event2026-03-31
Filed2026-05-05
MDYV
0.00%SPDR SERIES TRUST STATE STREET SPD
Shares12.0K
Event2026-03-31
Filed2026-05-05
FBND
12.01%FIDELITY MERRIMACK STR TR TOTAL BD ETF
Shares22.2K
Event2026-03-31
Filed2026-05-05
WTRG
-4.23%ESSENTIAL UTILS INC COM
Shares24.7K
Event2026-03-31
Filed2026-05-05
AME
35.76%AMETEK INC COM
Shares4.6K
Event2026-03-31
Filed2026-05-05
THE CIGNA GROUP COM
5.97%THE CIGNA GROUP COM
Shares3.7K
Event2026-03-31
Filed2026-05-05
IFF
21.47%INTERNATIONAL FLAVORS&FRAGRA COM
Shares13.5K
Event2026-03-31
Filed2026-05-05
IWN
-34.11%ISHARES TR RUS 2000 VAL ETF
Shares5.1K
Event2026-03-31
Filed2026-05-05
EME
191.15%EMCOR GROUP INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-05
JSTC
NewTIDAL TRUST I ADASINA SOCIAL
Shares49.6K
Event2026-03-31
Filed2026-05-05
EPD
-8.59%ENTERPRISE PRODS PARTNERS L COM
Shares25.2K
Event2026-03-31
Filed2026-05-05
CTSH
-0.38%COGNIZANT TECHNOLOGY SOLUTIO CL A
Shares15.5K
Event2026-03-31
Filed2026-05-05
DFAU
-13.78%DIMENSIONAL ETF TRUST US CORE EQT MKT
Shares21.0K
Event2026-03-31
Filed2026-05-05
EW
-20.07%EDWARDS LIFESCIENCES CORP COM
Shares11.8K
Event2026-03-31
Filed2026-05-05
KMI
0.50%KINDER MORGAN INC DEL COM
Shares28.2K
Event2026-03-31
Filed2026-05-05
BUD
-7.16%ANHEUSER BUSCH INBEV SA NV SPONSORED ADR
Shares13.6K
Event2026-03-31
Filed2026-05-05
OKE
2.75%ONEOK INC NEW COM
Shares10.3K
Event2026-03-31
Filed2026-05-05
AMRZ
49.31%AMRIZE LTD SHS
Shares16.5K
Event2026-03-31
Filed2026-05-05
ROP
1.41%ROPER TECHNOLOGIES INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-05
VGK
0.00%VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
Shares11.1K
Event2026-03-31
Filed2026-05-05
MMC
1.23%MARSH & MCLENNAN COS INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-05
VIG
-71.54%VANGUARD SPECIALIZED FUNDS DIV APP ETF
Shares4.1K
Event2026-03-31
Filed2026-05-05
TIP
-3.02%ISHARES TR TIPS BD ETF
Shares8.0K
Event2026-03-31
Filed2026-05-05
MLM
-3.43%MARTIN MARIETTA MATLS INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-05
SO
-32.62%SOUTHERN CO COM
Shares8.8K
Event2026-03-31
Filed2026-05-05
REGN
150.47%REGENERON PHARMACEUTICALS COM
Shares1.1K
Event2026-03-31
Filed2026-05-05
FDMO
8.43%FIDELITY COVINGTON TRUST MOMENTUM FACTR
Shares10.3K
Event2026-03-31
Filed2026-05-05
ET
-6.26%ENERGY TRANSFER L P COM UT LTD PTN
Shares42.8K
Event2026-03-31
Filed2026-05-05
BOH
0.00%BANK HAWAII CORP COM
Shares10.9K
Event2026-03-31
Filed2026-05-05
BKLN
2.36%INVESCO EXCH TRADED FD TR II SR LN ETF
Shares39.4K
Event2026-03-31
Filed2026-05-05
CGSM
10.05%CAPITAL GRP FIXED INCM ETF T SHORT DURATION M
Shares30.5K
Event2026-03-31
Filed2026-05-05
IYR
-1.73%ISHARES TR U.S. REAL ES ETF
Shares8.4K
Event2026-03-31
Filed2026-05-05
PPG
-0.35%PPG INDS INC COM
Shares7.4K
Event2026-03-31
Filed2026-05-05
VTV
39.83%VANGUARD INDEX FDS VALUE ETF
Shares4.0K
Event2026-03-31
Filed2026-05-05
CNH
-2.05%CNH INDL N V SHS
Shares70.2K
Event2026-03-31
Filed2026-05-05
TFC
-8.52%TRUIST FINL CORP COM
Shares16.8K
Event2026-03-31
Filed2026-05-05
YUM
0.26%YUM BRANDS INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-05
SONY
-87.75%SONY GROUP CORP SPONSORED ADR
Shares37.0K
Event2026-03-31
Filed2026-05-05
BBY
6.33%BEST BUY INC COM
Shares11.9K
Event2026-03-31
Filed2026-05-05
SPYV
-46.10%SPDR SERIES TRUST STATE STREET SPD
Shares13.4K
Event2026-03-31
Filed2026-05-05
IGIB
40.79%ISHARES TR ISHS 5-10YR INVT
Shares14.1K
Event2026-03-31
Filed2026-05-05
AVEM
73.25%AMERICAN CENTY ETF TR AVANTIS EMGMKT
Shares9.2K
Event2026-03-31
Filed2026-05-05
BAB
69.87%INVESCO EXCH TRADED FD TR II TAXABLE MUN BD
Shares27.3K
Event2026-03-31
Filed2026-05-05
HWC
0.00%HANCOCK WHITNEY CORPORATION COM
Shares11.5K
Event2026-03-31
Filed2026-05-05
PCAR
-93.02%PACCAR INC COM
Shares6.3K
Event2026-03-31
Filed2026-05-05
JCI
-2.08%JOHNSON CONTROLS INTERNATION SHS
Shares5.5K
Event2026-03-31
Filed2026-05-05
SPSM
0.00%SPDR SERIES TRUST STATE STREET SPD
Shares14.5K
Event2026-03-31
Filed2026-05-05
SLV
6.95%ISHARES SILVER TR ISHARES
Shares10.2K
Event2026-03-31
Filed2026-05-05
AVY
-7.36%AVERY DENNISON CORP COM
Shares4.0K
Event2026-03-31
Filed2026-05-05
NOC
-4.18%NORTHROP GRUMMAN CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-05
FLCB
1.12%FRANKLIN TEMPLETON ETF TR US CORE BOND ETF
Shares31.3K
Event2026-03-31
Filed2026-05-05
QUAL
1.74%ISHARES TR MSCI USA QLT FCT
Shares3.5K
Event2026-03-31
Filed2026-05-05
SRLN
0.23%SSGA ACTIVE ETF TR STATE STREET BLA
Shares16.7K
Event2026-03-31
Filed2026-05-05
FDLO
7.40%FIDELITY COVINGTON TRUST LOW VOLITY ETF
Shares10.3K
Event2026-03-31
Filed2026-05-05
FVAL
7.81%FIDELITY COVINGTON TRUST VLU FACTOR ETF
Shares9.6K
Event2026-03-31
Filed2026-05-05
O
-25.41%REALTY INCOME CORP COM
Shares10.8K
Event2026-03-31
Filed2026-05-05
HSY
-42.68%HERSHEY CO COM
Shares3.2K
Event2026-03-31
Filed2026-05-05
AFL
-0.15%AFLAC INC COM
Shares6.0K
Event2026-03-31
Filed2026-05-05
RNRG
163.19%GLOBAL X FDS RENEWABLE ENERGY
Shares17.8K
Event2026-03-31
Filed2026-05-05
DE
-4.81%DEERE & CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-05
VGSH
211.19%VANGUARD SCOTTSDALE FDS SHORT TERM TREAS
Shares10.9K
Event2026-03-31
Filed2026-05-05
SYY
-7.48%SYSCO CORP COM
Shares8.9K
Event2026-03-31
Filed2026-05-05
RS
0.14%RELIANCE INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-05
D
12.33%DOMINION ENERGY INC COM
Shares10.2K
Event2026-03-31
Filed2026-05-05
DVN
78.62%DEVON ENERGY CORP NEW COM
Shares12.5K
Event2026-03-31
Filed2026-05-05
TGT
5.60%TARGET CORP COM
Shares5.1K
Event2026-03-31
Filed2026-05-05
GEHC
-36.91%GE HEALTHCARE TECHNOLOGIES I COMMON STOCK
Shares8.7K
Event2026-03-31
Filed2026-05-05
GWW
7.05%WW GRAINGER INC COM
Shares562
Event2026-03-31
Filed2026-05-05
WDAY
-93.26%WORKDAY INC CL A
Shares4.7K
Event2026-03-31
Filed2026-05-05
XMHQ
0.12%INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY
Shares5.9K
Event2026-03-31
Filed2026-05-05
ACWX
610.56%ISHARES TR MSCI ACWI EX US
Shares8.9K
Event2026-03-31
Filed2026-05-05
MU
7.94%MICRON TECHNOLOGY INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-05
QUS
0.00%SPDR SERIES TRUST STATE STREET SPD
Shares3.5K
Event2026-03-31
Filed2026-05-05
FQAL
8.43%FIDELITY COVINGTON TRUST QLTY FCTOR ETF
Shares8.2K
Event2026-03-31
Filed2026-05-05
TPR
410.79%TAPESTRY INC COM
Shares4.2K
Event2026-03-31
Filed2026-05-05
JBL
-45.66%JABIL INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-05
TIDAL TRUST II CARBON CLCTV CLM
NewTIDAL TRUST II CARBON CLCTV CLM
Shares22.8K
Event2026-03-31
Filed2026-05-05
AEE
-2.90%AMEREN CORP COM
Shares5.3K
Event2026-03-31
Filed2026-05-05
SU
0.00%SUNCOR ENERGY INC NEW COM
Shares8.6K
Event2026-03-31
Filed2026-05-05
EBAY
9.95%EBAY INC. COM
Shares6.2K
Event2026-03-31
Filed2026-05-05
IEUR
469.15%ISHARES TR CORE MSCI EURO
Shares8.0K
Event2026-03-31
Filed2026-05-05
PKG
-3.09%PACKAGING CORP AMER COM
Shares2.6K
Event2026-03-31
Filed2026-05-05
ALC
-2.34%ALCON AG ORD SHS
Shares7.4K
Event2026-03-31
Filed2026-05-05
NTR
0.23%NUTRIEN LTD COM
Shares7.3K
Event2026-03-31
Filed2026-05-05
MDY
0.00%STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP
Shares888
Event2026-03-31
Filed2026-05-05
RSG
26.32%REPUBLIC SVCS INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-05
SCHB
0.00%SCHWAB STRATEGIC TR US BRD MKT ETF
Shares21.4K
Event2026-03-31
Filed2026-05-05
CUBE
-63.59%CUBESMART COM
Shares14.4K
Event2026-03-31
Filed2026-05-05
FESM
39.74%FIDELITY COVINGTON TRUST ENHANCED SMALL
Shares13.9K
Event2026-03-31
Filed2026-05-05
CGSD
31.49%CAPITAL GRP FIXED INCM ETF T SHORT DURATION
Shares20.3K
Event2026-03-31
Filed2026-05-05
WCN
-3.46%WASTE CONNECTIONS INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-05
JEPQ
61.52%J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM
Shares9.1K
Event2026-03-31
Filed2026-05-05
NTAP
2.12%NETAPP INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-05
PAVE
22.57%GLOBAL X FDS US INFR DEV ETF
Shares9.8K
Event2026-03-31
Filed2026-05-05
EOSE
-23.08%EOS ENERGY ENTERPRISES INC COM CL A
Shares100.0K
Event2026-03-31
Filed2026-05-05
ITOT
0.00%ISHARES TR CORE S&P TTL STK
Shares3.5K
Event2026-03-31
Filed2026-05-05
ARCC
-15.55%ARES CAPITAL CORP COM
Shares27.2K
Event2026-03-31
Filed2026-05-05
RL
91.71%RALPH LAUREN CORP CL A
Shares1.4K
Event2026-03-31
Filed2026-05-05
WY
-2.42%WEYERHAEUSER CO COM NEW
Shares19.9K
Event2026-03-31
Filed2026-05-05
IDV
29.89%ISHARES TR INTL SEL DIV ETF
Shares11.4K
Event2026-03-31
Filed2026-05-05
FBCV
3.25%FIDELITY COVINGTON TRUST BLUE CHIP VALUE
Shares13.4K
Event2026-03-31
Filed2026-05-05
BDX
-6.82%BECTON DICKINSON & CO COM
Shares3.0K
Event2026-03-31
Filed2026-05-05
APH
18.00%AMPHENOL CORP CL A
Shares3.8K
Event2026-03-31
Filed2026-05-05
DXCM
7.95%DEXCOM INC COM
Shares7.6K
Event2026-03-31
Filed2026-05-05
IGSB
631.11%ISHARES TR ISHS 1-5YR INVS
Shares9.0K
Event2026-03-31
Filed2026-05-05
WMB
-12.86%WILLIAMS COS INC COM
Shares6.5K
Event2026-03-31
Filed2026-05-05
ASO
48.63%ACADEMY SPORTS & OUTDOORS IN COM
Shares8.3K
Event2026-03-31
Filed2026-05-05
CNI
-2.74%CANADIAN NATL RY CO COM
Shares4.5K
Event2026-03-31
Filed2026-05-05
SUN
0.70%SUNOCO LP/SUNOCO FIN CORP COM UT REP LP
Shares7.2K
Event2026-03-31
Filed2026-05-05
TWLO
-4.11%TWILIO INC CL A
Shares3.7K
Event2026-03-31
Filed2026-05-05
SDY
-24.28%SPDR SERIES TRUST STATE STREET SPD
Shares3.2K
Event2026-03-31
Filed2026-05-05
VGIT
121.68%VANGUARD SCOTTSDALE FDS INTER TERM TREAS
Shares7.8K
Event2026-03-31
Filed2026-05-05
FDD
NewFIRST TR EXCHANGE-TRADED FD COMMON SHS
Shares25.9K
Event2026-03-31
Filed2026-05-05
GDV
0.00%GABELLI DIVID & INCOME TR COM
Shares16.6K
Event2026-03-31
Filed2026-05-05
FELG
76.60%FIDELITY COVINGTON TRUST ENHANCED LARGE
Shares11.6K
Event2026-03-31
Filed2026-05-05
ALB
NewALBEMARLE CORP COM
Shares2.4K
Event2026-03-31
Filed2026-05-05
BRX
0.77%BRIXMOR PPTY GROUP INC COM
Shares14.9K
Event2026-03-31
Filed2026-05-05
EWZ
0.00%ISHARES INC MSCI BRAZIL ETF
Shares11.1K
Event2026-03-31
Filed2026-05-05
MGC
0.00%VANGUARD WORLD FD MEGA CAP INDEX
Shares1.8K
Event2026-03-31
Filed2026-05-05
GOVT
12.23%ISHARES TR US TREAS BD ETF
Shares18.3K
Event2026-03-31
Filed2026-05-05
DVA
-0.34%DAVITA INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-05
LII
NewLENNOX INTL INC COM
Shares872
Event2026-03-31
Filed2026-05-05
OZK
0.53%BANK OZK LITTLE ROCK ARK COM
Shares8.7K
Event2026-03-31
Filed2026-05-05
CSX
1.28%CSX CORP COM
Shares9.7K
Event2026-03-31
Filed2026-05-05
FSMD
10.94%FIDELITY COVINGTON TRUST SML MID MLTFCT
Shares8.9K
Event2026-03-31
Filed2026-05-05
SEIC
22.29%SEI INVTS CO COM
Shares5.0K
Event2026-03-31
Filed2026-05-05
VLTO
-9.65%VERALTO CORP COM SHS
Shares4.5K
Event2026-03-31
Filed2026-05-05
UGI
-0.05%UGI CORP NEW COM
Shares10.8K
Event2026-03-31
Filed2026-05-05
XEL
-0.02%XCEL ENERGY INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-05
IGLB
15.35%ISHARES TR 10 YR INVST GRD
Shares7.8K
Event2026-03-31
Filed2026-05-05
NTNX
27.32%NUTANIX INC CL A
Shares10.2K
Event2026-03-31
Filed2026-05-05
PFF
0.04%ISHARES TR PFD AND INCM SEC
Shares12.6K
Event2026-03-31
Filed2026-05-05
GIS
-1.75%GENERAL MILLS INC COM
Shares10.1K
Event2026-03-31
Filed2026-05-05
QQQM
-62.47%INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
Shares1.6K
Event2026-03-31
Filed2026-05-05
FENY
195.92%FIDELITY COVINGTON TRUST MSCI ENERGY IDX
Shares11.0K
Event2026-03-31
Filed2026-05-05
NVR
7.69%NVR INC COM
Shares56
Event2026-03-31
Filed2026-05-05
OGE
0.51%OGE ENERGY CORP COM
Shares7.6K
Event2026-03-31
Filed2026-05-05
SCHF
0.00%SCHWAB STRATEGIC TR INTL EQTY ETF
Shares14.6K
Event2026-03-31
Filed2026-05-05
IWB
188.89%ISHARES TR RUS 1000 ETF
Shares1.0K
Event2026-03-31
Filed2026-05-05
ALPS ETF TR ALERIAN MLP
-60.51%ALPS ETF TR ALERIAN MLP
Shares6.8K
Event2026-03-31
Filed2026-05-05
RMD
2.53%RESMED INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-05
XYL
-25.70%XYLEM INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-05
SJM
-2.85%SMUCKER J M CO COM NEW
Shares3.7K
Event2026-03-31
Filed2026-05-05
PPL
-23.68%PPL CORP COM
Shares9.3K
Event2026-03-31
Filed2026-05-05
VIS
3.47%VANGUARD WORLD FD INDUSTRIAL ETF
Shares1.1K
Event2026-03-31
Filed2026-05-05
HP INC COM
42.73%HP INC COM
Shares18.3K
Event2026-03-31
Filed2026-05-05
CTVA
8.53%CORTEVA INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-05
EXE
1.39%EXPAND ENERGY CORPORATION COM
Shares3.1K
Event2026-03-31
Filed2026-05-05
QTEC
7.84%FIRST TR EXCHANGE-TRADED FD SHS
Shares1.6K
Event2026-03-31
Filed2026-05-05
KBWD
-2.08%INVESCO EXCH TRADED FD TR II KBW HIG DV YLD
Shares26.7K
Event2026-03-31
Filed2026-05-05
VRSK
-51.46%VERISK ANALYTICS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-05
PH
-14.65%PARKER-HANNIFIN CORP COM
Shares373
Event2026-03-31
Filed2026-05-05
DEO
-8.29%DIAGEO PLC SPON ADR NEW
Shares4.5K
Event2026-03-31
Filed2026-05-05
PHM
7.80%PULTE GROUP INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-05
CGIB
-2.05%CAPITAL GRP FIXED INCM ETF T INTERNATIONAL BD
Shares12.8K
Event2026-03-31
Filed2026-05-05
FTC
-26.69%FIRST TR EXCHANGE-TRADED ALP COM SHS
Shares2.1K
Event2026-03-31
Filed2026-05-05
OTF
65.78%BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK
Shares25.7K
Event2026-03-31
Filed2026-05-05
DOV
-11.69%DOVER CORP COM
Shares1.5K
Event2026-03-31
Filed2026-05-05
TER
39.74%TERADYNE INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-05
PULS
49.24%PGIM ETF TR PGIM ULTRA SH BD
Shares6.3K
Event2026-03-31
Filed2026-05-05
PEY
33.45%INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV
Shares14.3K
Event2026-03-31
Filed2026-05-05
DXC
-4.12%DXC TECHNOLOGY CO COM
Shares24.3K
Event2026-03-31
Filed2026-05-05
WRB
4.44%BERKLEY W R CORP COM
Shares4.6K
Event2026-03-31
Filed2026-05-05
DFAI
-39.66%DIMENSIONAL ETF TRUST INTL CORE EQT MK
Shares7.8K
Event2026-03-31
Filed2026-05-05
IGM
10.46%ISHARES TR EXPND TEC SC ETF
Shares2.6K
Event2026-03-31
Filed2026-05-05
WSO
0.48%WATSCO INC COM
Shares831
Event2026-03-31
Filed2026-05-05
LYB
-9.90%LYONDELLBASELL INDUSTRIES NV SHS - A -
Shares3.8K
Event2026-03-31
Filed2026-05-05
GDDY
0.00%GODADDY INC CL A
Shares3.6K
Event2026-03-31
Filed2026-05-05
HWM
39.19%HOWMET AEROSPACE INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-05
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