Sponsored
The Analysis of CVA Family Office, LLC's Holdings & P&L
Currently, CVA Family Office, LLC holds 1838 types of securities in its portfolio with a total value $949.6M. In the most recent quarter, they have increased their positions in DFAU (+181.5K shares, valued at $8.2M), FNDF (+156.1K shares, valued at $7.6M), AVDE (+72.6K shares, valued at $6.2M); decreased their positions in N/A (-7.8K shares, valued at $4.7M), SCHD (-83.4K shares, valued at $2.6M), JEPI (-22.1K shares, valued at $1.3M); initiated new positions in IBDX (+9.7K shares, valued at $245.1K), IBCA (+9.5K shares, valued at $243.6K), MEAR (+2.0K shares, valued at $99.6K).
1M P&L
+36.6M+3.93%
3M P&L
-241.9M-19.99%
HY P&L
-176.8M-15.45%
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/A674.0M
77.6%
2Semiconductors19.9M
2.3%
3Consumer Electronics16.1M
1.9%
Top Industries by Stock Count
1N/A316 stocks
18.3%
2Banks - Regional70 stocks
4.1%
3Software - Application69 stocks
4.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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FNDF
13.06%SCHWAB STRATEGIC TR
Shares1.4M
Event2026-03-31
Filed2026-04-29
SCHD
-4.18%SCHWAB STRATEGIC TR
Shares1.9M
Event2026-03-31
Filed2026-04-29
DFAU
27.90%DIMENSIONAL ETF TRUST
Shares831.8K
Event2026-03-31
Filed2026-04-29
VGT
5.78%VANGUARD WORLD FD
Shares52.8K
Event2026-03-31
Filed2026-04-29
AVDE
20.34%AMERICAN CENTY ETF TR
Shares429.7K
Event2026-03-31
Filed2026-04-29
AVUS
19.03%AMERICAN CENTY ETF TR
Shares310.7K
Event2026-03-31
Filed2026-04-29
IVV
2.48%ISHARES TR
Shares36.4K
Event2026-03-31
Filed2026-04-29
DUHP
21.57%DIMENSIONAL ETF TRUST
Shares634.0K
Event2026-03-31
Filed2026-04-29
VANGUARD INDEX FDS
-17.86%VANGUARD INDEX FDS
Shares35.9K
Event2026-03-31
Filed2026-04-29
FNDE
36.21%SCHWAB STRATEGIC TR
Shares509.6K
Event2026-03-31
Filed2026-04-29
DFAC
-0.88%DIMENSIONAL ETF TRUST
Shares464.5K
Event2026-03-31
Filed2026-04-29
AAPL
7.97%APPLE INC
Shares63.5K
Event2026-03-31
Filed2026-04-29
BINC
7.24%BLACKROCK ETF TRUST II
Shares309.3K
Event2026-03-31
Filed2026-04-29
AGG
5.09%ISHARES TR
Shares146.3K
Event2026-03-31
Filed2026-04-29
NVDA
15.24%NVIDIA CORPORATION
Shares82.7K
Event2026-03-31
Filed2026-04-29
DFAI
5.86%DIMENSIONAL ETF TRUST
Shares351.2K
Event2026-03-31
Filed2026-04-29
SCHX
1.02%SCHWAB STRATEGIC TR
Shares511.9K
Event2026-03-31
Filed2026-04-29
VTI
32.32%VANGUARD INDEX FDS
Shares40.7K
Event2026-03-31
Filed2026-04-29
VEA
36.30%VANGUARD TAX-MANAGED FDS
Shares200.5K
Event2026-03-31
Filed2026-04-29
SCHG
7.56%SCHWAB STRATEGIC TR
Shares433.5K
Event2026-03-31
Filed2026-04-29
VIG
1.89%VANGUARD SPECIALIZED FUNDS
Shares52.3K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
7.47%ALPHABET INC
Shares38.6K
Event2026-03-31
Filed2026-04-29
INVESCO QQQ TR
0.26%INVESCO QQQ TR
Shares18.5K
Event2026-03-31
Filed2026-04-29
MSFT
9.97%MICROSOFT CORP
Shares28.6K
Event2026-03-31
Filed2026-04-29
DGRO
18.71%ISHARES TR
Shares137.9K
Event2026-03-31
Filed2026-04-29
SHV
5.85%ISHARES TR
Shares81.0K
Event2026-03-31
Filed2026-04-29
VYM
8.98%VANGUARD WHITEHALL FDS
Shares59.4K
Event2026-03-31
Filed2026-04-29
JEPI
-12.63%J P MORGAN EXCHANGE TRADED F
Shares152.7K
Event2026-03-31
Filed2026-04-29
SCHB
-0.73%SCHWAB STRATEGIC TR
Shares298.4K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
9.15%BROADCOM INC
Shares23.9K
Event2026-03-31
Filed2026-04-29
JMUB
17.09%J P MORGAN EXCHANGE TRADED F
Shares144.6K
Event2026-03-31
Filed2026-04-29
J P MORGAN EXCHANGE TRADED F
0.32%J P MORGAN EXCHANGE TRADED F
Shares101.4K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC DEL
4.02%BERKSHIRE HATHAWAY INC DEL
Shares14.0K
Event2026-03-31
Filed2026-04-29
DFUS
15.79%DIMENSIONAL ETF TRUST
Shares93.2K
Event2026-03-31
Filed2026-04-29
GSLC
-0.30%GOLDMAN SACHS ETF TR
Shares50.7K
Event2026-03-31
Filed2026-04-29
VHT
-9.58%VANGUARD WORLD FD
Shares22.9K
Event2026-03-31
Filed2026-04-29
AMZN
12.86%AMAZON COM INC
Shares29.7K
Event2026-03-31
Filed2026-04-29
AVUV
-0.67%AMERICAN CENTY ETF TR
Shares53.9K
Event2026-03-31
Filed2026-04-29
JTEK
0.26%J P MORGAN EXCHANGE TRADED F
Shares66.5K
Event2026-03-31
Filed2026-04-29
FNDX
0.08%SCHWAB STRATEGIC TR
Shares189.2K
Event2026-03-31
Filed2026-04-29
SCHF
3.04%SCHWAB STRATEGIC TR
Shares194.4K
Event2026-03-31
Filed2026-04-29
DFIV
3.70%DIMENSIONAL ETF TRUST
Shares91.0K
Event2026-03-31
Filed2026-04-29
IEFA
7.80%ISHARES TR
Shares50.6K
Event2026-03-31
Filed2026-04-29
META
20.72%META PLATFORMS INC
Shares7.8K
Event2026-03-31
Filed2026-04-29
IJH
-4.69%ISHARES TR
Shares64.5K
Event2026-03-31
Filed2026-04-29
MGV
-0.27%VANGUARD WORLD FD
Shares28.1K
Event2026-03-31
Filed2026-04-29
JPM
12.30%JPMORGAN CHASE & CO
Shares13.7K
Event2026-03-31
Filed2026-04-29
WMT
6.00%WALMART INC
Shares31.0K
Event2026-03-31
Filed2026-04-29
MTUM
-1.19%ISHARES TR
Shares15.8K
Event2026-03-31
Filed2026-04-29
DFAE
99.12%DIMENSIONAL ETF TRUST
Shares107.1K
Event2026-03-31
Filed2026-04-29
QDF
-1.27%FLEXSHARES TR
Shares41.9K
Event2026-03-31
Filed2026-04-29
TSLA
3.89%TESLA INC
Shares8.7K
Event2026-03-31
Filed2026-04-29
IJR
4.31%ISHARES TR
Shares25.1K
Event2026-03-31
Filed2026-04-29
FNDB
-11.18%SCHWAB STRATEGIC TR
Shares110.4K
Event2026-03-31
Filed2026-04-29
SCHZ
8.94%SCHWAB STRATEGIC TR
Shares126.7K
Event2026-03-31
Filed2026-04-29
GUNR
0.07%FLEXSHARES TR
Shares53.2K
Event2026-03-31
Filed2026-04-29
XOM
13.43%EXXON MOBIL CORP
Shares17.3K
Event2026-03-31
Filed2026-04-29
MUB
2.65%ISHARES TR
Shares27.3K
Event2026-03-31
Filed2026-04-29
ET
2609.22%ENERGY TRANSFER L P
Shares147.2K
Event2026-03-31
Filed2026-04-29
LLY
9.88%ELI LILLY & CO
Shares3.0K
Event2026-03-31
Filed2026-04-29
KO
4.44%COCA COLA CO
Shares35.1K
Event2026-03-31
Filed2026-04-29
AGZ
-3.82%ISHARES TR
Shares22.8K
Event2026-03-31
Filed2026-04-29
JNJ
10.28%JOHNSON & JOHNSON
Shares10.0K
Event2026-03-31
Filed2026-04-29
KMI
2.66%KINDER MORGAN INC DEL
Shares69.5K
Event2026-03-31
Filed2026-04-29
VUG
68.89%VANGUARD INDEX FDS
Shares5.1K
Event2026-03-31
Filed2026-04-29
COST
16.37%COSTCO WHOLESALE CORPORATION
Shares2.2K
Event2026-03-31
Filed2026-04-29
MA
8.25%MASTERCARD INCORPORATED
Shares4.3K
Event2026-03-31
Filed2026-04-29
VCIT
-9.25%VANGUARD SCOTTSDALE FDS
Shares26.1K
Event2026-03-31
Filed2026-04-29
V
13.58%VISA INC
Shares6.8K
Event2026-03-31
Filed2026-04-29
CSCO
5.18%CISCO SYS INC
Shares26.0K
Event2026-03-31
Filed2026-04-29
CVX
7.36%CHEVRON CORPORATION
Shares9.7K
Event2026-03-31
Filed2026-04-29
CAT
9.10%CATERPILLAR INC
Shares2.8K
Event2026-03-31
Filed2026-04-29
EFAV
-4.19%ISHARES TR
Shares20.0K
Event2026-03-31
Filed2026-04-29
CWB
-0.23%SPDR SERIES TRUST
Shares19.2K
Event2026-03-31
Filed2026-04-29
DFAX
10.23%DIMENSIONAL ETF TRUST
Shares51.1K
Event2026-03-31
Filed2026-04-29
SCHM
-1.05%SCHWAB STRATEGIC TR
Shares54.6K
Event2026-03-31
Filed2026-04-29
FTEC
1690.74%FIDELITY COVINGTON TRUST
Shares7.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
59.65%ALPHABET INC
Shares5.7K
Event2026-03-31
Filed2026-04-29
IWV
0.00%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-04-29
VCSH
-4.48%VANGUARD SCOTTSDALE FDS
Shares19.6K
Event2026-03-31
Filed2026-04-29
HD
8.97%HOME DEPOT INC
Shares4.7K
Event2026-03-31
Filed2026-04-29
RTX
5.44%RTX CORPORATION
Shares7.8K
Event2026-03-31
Filed2026-04-29
AVDV
1.80%AMERICAN CENTY ETF TR
Shares15.0K
Event2026-03-31
Filed2026-04-29
PAVE
-21.29%GLOBAL X FDS
Shares28.9K
Event2026-03-31
Filed2026-04-29
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares2
Event2026-03-31
Filed2026-04-29
IVW
2.44%ISHARES TR
Shares12.6K
Event2026-03-31
Filed2026-04-29
AMGN
8.78%AMGEN INC
Shares4.1K
Event2026-03-31
Filed2026-04-29
MS
7.85%MORGAN STANLEY
Shares8.6K
Event2026-03-31
Filed2026-04-29
PM
6.89%PHILIP MORRIS INTL INC
Shares8.5K
Event2026-03-31
Filed2026-04-29
ZION
0.58%ZIONS BANCORPORATION NATL AS
Shares24.5K
Event2026-03-31
Filed2026-04-29
ORCL
5.75%ORACLE CORP
Shares9.4K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP
3.21%LAM RESEARCH CORP
Shares6.5K
Event2026-03-31
Filed2026-04-29
PG
0.22%PROCTER & GAMBLE CO
Shares9.5K
Event2026-03-31
Filed2026-04-29
T
6.86%AT&T INC
Shares46.4K
Event2026-03-31
Filed2026-04-29
VOX
-0.52%VANGUARD WORLD FD
Shares7.4K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
7.63%MERCK & CO INC
Shares11.0K
Event2026-03-31
Filed2026-04-29
JEPQ
32.06%J P MORGAN EXCHANGE TRADED F
Shares23.6K
Event2026-03-31
Filed2026-04-29
VDC
0.00%VANGUARD WORLD FD
Shares5.6K
Event2026-03-31
Filed2026-04-29
FLRN
0.28%SPDR SERIES TRUST
Shares40.2K
Event2026-03-31
Filed2026-04-29
VTV
1.33%VANGUARD INDEX FDS
Shares6.3K
Event2026-03-31
Filed2026-04-29
BSV
9.26%VANGUARD BD INDEX FDS
Shares15.2K
Event2026-03-31
Filed2026-04-29
DVY
0.14%ISHARES TR
Shares7.7K
Event2026-03-31
Filed2026-04-29
MPC
3.98%MARATHON PETE CORP
Shares4.8K
Event2026-03-31
Filed2026-04-29
NFLX
17.40%NETFLIX INC.
Shares12.0K
Event2026-03-31
Filed2026-04-29
EXE
1.98%EXPAND ENERGY CORPORATION
Shares10.4K
Event2026-03-31
Filed2026-04-29
ABBV
15.14%ABBVIE INC
Shares5.2K
Event2026-03-31
Filed2026-04-29
VBR
-16.45%VANGUARD INDEX FDS
Shares5.2K
Event2026-03-31
Filed2026-04-29
TSM
0.03%TAIWAN SEMICONDUCTOR MANUFAC
Shares3.3K
Event2026-03-31
Filed2026-04-29
NEE
-0.56%NEXTERA ENERGY INC
Shares12.0K
Event2026-03-31
Filed2026-04-29
GS
14.69%GOLDMAN SACHS GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-04-29
VNQ
7.08%VANGUARD INDEX FDS
Shares11.9K
Event2026-03-31
Filed2026-04-29
SPHD
1.18%INVESCO EXCH TRADED FD TR II
Shares20.7K
Event2026-03-31
Filed2026-04-29
VYMI
-1.55%VANGUARD WHITEHALL FDS
Shares10.5K
Event2026-03-31
Filed2026-04-29
LMT
10.14%LOCKHEED MARTIN CORP
Shares1.6K
Event2026-03-31
Filed2026-04-29
LNG
7.15%CHENIERE ENERGY INC
Shares3.3K
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC
2.92%MEDTRONIC PLC
Shares10.8K
Event2026-03-31
Filed2026-04-29
DGRW
0.03%WISDOMTREE TR
Shares10.6K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
9.38%CITIGROUP INC
Shares8.1K
Event2026-03-31
Filed2026-04-29
SUB
-0.26%ISHARES TR
Shares8.6K
Event2026-03-31
Filed2026-04-29
VTES
143.18%VANGUARD WELLINGTON FD
Shares9.0K
Event2026-03-31
Filed2026-04-29
SCHE
0.18%SCHWAB STRATEGIC TR
Shares27.0K
Event2026-03-31
Filed2026-04-29
DFAT
0.00%DIMENSIONAL ETF TRUST
Shares14.1K
Event2026-03-31
Filed2026-04-29
AMAT
16.83%APPLIED MATLS INC
Shares2.5K
Event2026-03-31
Filed2026-04-29
IBDT
52.87%ISHARES TR
Shares34.0K
Event2026-03-31
Filed2026-04-29
NVS
0.00%NOVARTIS AG
Shares5.5K
Event2026-03-31
Filed2026-04-29
SCHA
0.36%SCHWAB STRATEGIC TR
Shares29.0K
Event2026-03-31
Filed2026-04-29
IWD
-0.18%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-04-29
GENERAL DYNAMICS CORP
5.21%GENERAL DYNAMICS CORP
Shares2.4K
Event2026-03-31
Filed2026-04-29
VTEB
46.62%VANGUARD MUN BD FDS
Shares16.2K
Event2026-03-31
Filed2026-04-29
UNP
10.89%UNION PAC CORP
Shares3.3K
Event2026-03-31
Filed2026-04-29
GLD
0.55%SPDR GOLD TR
Shares1.8K
Event2026-03-31
Filed2026-04-29
SCHW
7.96%SCHWAB CHARLES CORP
Shares8.3K
Event2026-03-31
Filed2026-04-29
SCHO
171.00%SCHWAB STRATEGIC TR
Shares32.0K
Event2026-03-31
Filed2026-04-29
AMD
13.76%ADVANCED MICRO DEVICES INC
Shares3.8K
Event2026-03-31
Filed2026-04-29
TMO
6.32%THERMO FISHER SCIENTIFIC INC
Shares1.6K
Event2026-03-31
Filed2026-04-29
IVE
0.00%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE
12.05%GE AEROSPACE
Shares2.7K
Event2026-03-31
Filed2026-04-29
FNDA
-0.07%SCHWAB STRATEGIC TR
Shares23.5K
Event2026-03-31
Filed2026-04-29
IBDY
48.21%ISHARES TR
Shares29.1K
Event2026-03-31
Filed2026-04-29
COP
12.99%CONOCOPHILLIPS
Shares5.7K
Event2026-03-31
Filed2026-04-29
VZ
25.72%VERIZON COMMUNICATIONS INC
Shares14.8K
Event2026-03-31
Filed2026-04-29
PLTR
15.31%PALANTIR TECHNOLOGIES INC
Shares5.1K
Event2026-03-31
Filed2026-04-29
KLAC
22.17%KLA CORP
Shares496
Event2026-03-31
Filed2026-04-29
ITA
0.54%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-04-29
IEMG
-0.97%ISHARES INC
Shares10.4K
Event2026-03-31
Filed2026-04-29
DFSV
0.00%DIMENSIONAL ETF TRUST
Shares20.7K
Event2026-03-31
Filed2026-04-29
PEP
4.08%PEPSICO INC
Shares4.6K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW
7.59%DUKE ENERGY CORP NEW
Shares5.5K
Event2026-03-31
Filed2026-04-29
IBM
22.56%INTERNATIONAL BUSINESS MACHS
Shares2.9K
Event2026-03-31
Filed2026-04-29
VIGI
7.45%VANGUARD WHITEHALL FDS
Shares8.0K
Event2026-03-31
Filed2026-04-29
ABT
-5.56%ABBOTT LABORATORIES
Shares6.8K
Event2026-03-31
Filed2026-04-29
ICSH
-4.23%ISHARES TR
Shares13.5K
Event2026-03-31
Filed2026-04-29
CRH PLC
5.17%CRH PLC
Shares6.5K
Event2026-03-31
Filed2026-04-29
EATON CORP PLC
9.48%EATON CORP PLC
Shares1.9K
Event2026-03-31
Filed2026-04-29
MO
7.16%ALTRIA GROUP INC
Shares10.3K
Event2026-03-31
Filed2026-04-29
MGK
0.05%VANGUARD WORLD FD
Shares1.8K
Event2026-03-31
Filed2026-04-29
EIPX
0.64%FIRST TR EXCHANGE-TRADED FD
Shares20.6K
Event2026-03-31
Filed2026-04-29
NEAR
56.03%ISHARES U S ETF TR
Shares13.0K
Event2026-03-31
Filed2026-04-29
MMM
5.38%3M CO
Shares4.5K
Event2026-03-31
Filed2026-04-29
SPY
5.61%STATE STR SPDR S&P 500 ETF T
Shares998
Event2026-03-31
Filed2026-04-29
MCD
16.98%MCDONALDS CORP
Shares2.1K
Event2026-03-31
Filed2026-04-29
IBDU
85.36%ISHARES TR
Shares27.7K
Event2026-03-31
Filed2026-04-29
URI
8.74%UNITED RENTALS INC
Shares883
Event2026-03-31
Filed2026-04-29
BAC
14.71%BANK AMERICA CORP
Shares13.1K
Event2026-03-31
Filed2026-04-29
FNB
1.37%F N B CORP
Shares38.0K
Event2026-03-31
Filed2026-04-29
IEI
7.60%ISHARES TR
Shares5.3K
Event2026-03-31
Filed2026-04-29
GEV
15.24%GE VERNOVA INC
Shares711
Event2026-03-31
Filed2026-04-29
DIOD
0.69%DIODES INC
Shares9.1K
Event2026-03-31
Filed2026-04-29
ASML
0.00%ASML HLDG NV
Shares468
Event2026-03-31
Filed2026-04-29
TJX
20.07%TJX COS INC NEW
Shares3.8K
Event2026-03-31
Filed2026-04-29
GSEW
0.01%GOLDMAN SACHS ETF TR
Shares7.1K
Event2026-03-31
Filed2026-04-29
BMY
17.20%BRISTOL-MYERS SQUIBB CO
Shares9.9K
Event2026-03-31
Filed2026-04-29
WFC
16.67%WELLS FARGO & CO
Shares7.5K
Event2026-03-31
Filed2026-04-29
VEU
0.14%VANGUARD INTL EQUITY INDEX F
Shares7.9K
Event2026-03-31
Filed2026-04-29
WM
11.49%WASTE MGMT INC DEL
Shares2.6K
Event2026-03-31
Filed2026-04-29
PDFS
0.00%PDF SOLUTIONS INC
Shares17.8K
Event2026-03-31
Filed2026-04-29
MU
37.61%MICRON TECHNOLOGY INC
Shares1.7K
Event2026-03-31
Filed2026-04-29
BAP
0.00%CREDICORP LTD
Shares1.6K
Event2026-03-31
Filed2026-04-29
USMV
0.00%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-04-29
DHR
-0.94%DANAHER CORP DEL
Shares2.8K
Event2026-03-31
Filed2026-04-29
DFNM
0.00%DIMENSIONAL ETF TRUST
Shares10.8K
Event2026-03-31
Filed2026-04-29
LINDE PLC
39.01%LINDE PLC
Shares1.0K
Event2026-03-31
Filed2026-04-29
DFUV
0.00%DIMENSIONAL ETF TRUST
Shares10.5K
Event2026-03-31
Filed2026-04-29
J P MORGAN EXCHANGE TRADED F
1.87%J P MORGAN EXCHANGE TRADED F
Shares5.3K
Event2026-03-31
Filed2026-04-29
EZM
0.01%WISDOMTREE TR
Shares7.3K
Event2026-03-31
Filed2026-04-29
VWO
29.32%VANGUARD INTL EQUITY INDEX F
Shares9.0K
Event2026-03-31
Filed2026-04-29
QCOM
4.95%QUALCOMM INC
Shares3.7K
Event2026-03-31
Filed2026-04-29
IYW
36.95%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-29
SYK
9.40%STRYKER CORPORATION
Shares1.4K
Event2026-03-31
Filed2026-04-29
DHI
1.64%D R HORTON INC
Shares3.3K
Event2026-03-31
Filed2026-04-29
BND
-0.88%VANGUARD BD INDEX FDS
Shares6.2K
Event2026-03-31
Filed2026-04-29
COF
9.21%CAPITAL ONE FINL CORP
Shares2.4K
Event2026-03-31
Filed2026-04-29
GSK PLC
0.00%GSK PLC
Shares8.0K
Event2026-03-31
Filed2026-04-29
APH
27.58%AMPHENOL CORP
Shares3.5K
Event2026-03-31
Filed2026-04-29
PFE
25.31%PFIZER INC
Shares15.6K
Event2026-03-31
Filed2026-04-29
AXP
7.75%AMERICAN EXPRESS CO
Shares1.4K
Event2026-03-31
Filed2026-04-29
GILD
29.49%GILEAD SCIENCES INC
Shares3.1K
Event2026-03-31
Filed2026-04-29
DE
15.58%DEERE & CO
Shares764
Event2026-03-31
Filed2026-04-29
IBDS
0.00%ISHARES TR
Shares17.6K
Event2026-03-31
Filed2026-04-29
PH
5.43%PARKER-HANNIFIN CORP
Shares466
Event2026-03-31
Filed2026-04-29
NOW
33.11%SERVICENOW INC
Shares3.9K
Event2026-03-31
Filed2026-04-29
XLV
2.95%SELECT SECTOR SPDR TR
Shares2.8K
Event2026-03-31
Filed2026-04-29
IQLT
13.98%ISHARES TR
Shares8.8K
Event2026-03-31
Filed2026-04-29
CB
19.21%CHUBB LTD SWITZ
Shares1.2K
Event2026-03-31
Filed2026-04-29
AZO
2.61%AUTOZONE INC
Shares118
Event2026-03-31
Filed2026-04-29
LOW
-1.64%LOWES COS INC
Shares1.7K
Event2026-03-31
Filed2026-04-29
SBUX
4.33%STARBUCKS CORP
Shares4.4K
Event2026-03-31
Filed2026-04-29
TT
13.84%TRANE TECHNOLOGIES PLC
Shares946
Event2026-03-31
Filed2026-04-29
RY
0.00%ROYAL BK CDA
Shares2.4K
Event2026-03-31
Filed2026-04-29
DFIC
0.00%DIMENSIONAL ETF TRUST
Shares10.9K
Event2026-03-31
Filed2026-04-29
TGT
15.90%TARGET CORP
Shares3.2K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC
20.61%BLACKROCK INC
Shares398
Event2026-03-31
Filed2026-04-29
VGSH
0.20%VANGUARD SCOTTSDALE FDS
Shares6.5K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC
7.92%ARISTA NETWORKS INC
Shares3.1K
Event2026-03-31
Filed2026-04-29
HON
33.41%HONEYWELL INTL INC
Shares1.7K
Event2026-03-31
Filed2026-04-29
UNH
-13.97%UNITEDHEALTH GROUP INC
Shares1.4K
Event2026-03-31
Filed2026-04-29
JCI
14.68%JOHNSON CONTROLS INTERNATION
Shares2.8K
Event2026-03-31
Filed2026-04-29
CRM
25.52%SALESFORCE INC
Shares1.9K
Event2026-03-31
Filed2026-04-29
DIS
5.85%DISNEY WALT CO
Shares3.7K
Event2026-03-31
Filed2026-04-29
JETS
0.00%ETF SER SOLUTIONS
Shares14.4K
Event2026-03-31
Filed2026-04-29
MDLZ
10.32%MONDELEZ INTL INC
Shares6.1K
Event2026-03-31
Filed2026-04-29
SPGI
5.91%S&P GLOBAL INC
Shares825
Event2026-03-31
Filed2026-04-29
AGGY
0.00%WISDOMTREE TR
Shares7.9K
Event2026-03-31
Filed2026-04-29
BMO
0.00%BANK MONTREAL MEDIUM
Shares2.5K
Event2026-03-31
Filed2026-04-29
DAL
19.25%DELTA AIR LINES INC
Shares5.1K
Event2026-03-31
Filed2026-04-29
TOTALENERGIES SE
0.00%TOTALENERGIES SE
Shares3.7K
Event2026-03-31
Filed2026-04-29
TD
0.00%TORONTO DOMINION BK ONT
Shares3.6K
Event2026-03-31
Filed2026-04-29
EPD
-18.31%ENTERPRISE PRODS PARTNERS L
Shares8.9K
Event2026-03-31
Filed2026-04-29
EEM
0.00%ISHARES TR
Shares5.9K
Event2026-03-31
Filed2026-04-29
SHY
-27.66%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-04-29
VONE
0.00%VANGUARD SCOTTSDALE FDS
Shares1.1K
Event2026-03-31
Filed2026-04-29
EMR
6.74%EMERSON ELEC CO
Shares2.6K
Event2026-03-31
Filed2026-04-29
ALV
3.94%AUTOLIV INC
Shares3.1K
Event2026-03-31
Filed2026-04-29
THE CIGNA GROUP
20.43%THE CIGNA GROUP
Shares1.2K
Event2026-03-31
Filed2026-04-29
VPU
0.00%VANGUARD WORLD FD
Shares1.6K
Event2026-03-31
Filed2026-04-29
LQD
-2.95%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-04-29
PAC
0.00%GRUPO AEROPORTUNARIO DEL PAC
Shares1.3K
Event2026-03-31
Filed2026-04-29
AEE
8.87%AMEREN CORP
Shares2.9K
Event2026-03-31
Filed2026-04-29
CMCSA
-34.92%COMCAST CORP NEW
Shares11.0K
Event2026-03-31
Filed2026-04-29
SLF
0.00%SUN LIFE FINANCIAL INC.
Shares5.0K
Event2026-03-31
Filed2026-04-29
TFC
5.98%TRUIST FINL CORP
Shares6.8K
Event2026-03-31
Filed2026-04-29
IBDZ
366.03%ISHARES TR
Shares11.9K
Event2026-03-31
Filed2026-04-29
ICE
20.32%INTERCONTINENTAL EXCHANGE IN
Shares2.0K
Event2026-03-31
Filed2026-04-29
FITB
44.86%FIFTH THIRD BANCORP
Shares6.5K
Event2026-03-31
Filed2026-04-29
HCA
13.70%HCA HEALTHCARE INC
Shares639
Event2026-03-31
Filed2026-04-29
ISRG
13.24%INTUITIVE SURGICAL INC
Shares650
Event2026-03-31
Filed2026-04-29
AEP
12.00%AMERICAN ELEC PWR CO INC
Shares2.3K
Event2026-03-31
Filed2026-04-29
RIO
0.00%RIO TINTO PLC
Shares3.2K
Event2026-03-31
Filed2026-04-29
ROST
27.91%ROSS STORES INC
Shares1.4K
Event2026-03-31
Filed2026-04-29
MCK
28.09%MCKESSON CORP
Shares342
Event2026-03-31
Filed2026-04-29
WDC
20.09%WESTERN DIGITAL CORP
Shares1.1K
Event2026-03-31
Filed2026-04-29
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares2.0K
Event2026-03-31
Filed2026-04-29
SO
27.17%SOUTHERN CO
Shares3.0K
Event2026-03-31
Filed2026-04-29
XLK
0.00%SELECT SECTOR SPDR TR
Shares2.2K
Event2026-03-31
Filed2026-04-29
GIS
-3.19%GENERAL MILLS INC
Shares7.7K
Event2026-03-31
Filed2026-04-29
TMUS
29.06%T-MOBILE US INC
Shares1.4K
Event2026-03-31
Filed2026-04-29
UNILEVER PLC
-5.37%UNILEVER PLC
Shares5.0K
Event2026-03-31
Filed2026-04-29
UPS
11.59%UNITED PARCEL SVCS INC
Shares2.9K
Event2026-03-31
Filed2026-04-29
ADM
2.57%ARCHER DANIELS MIDLAND CO
Shares3.8K
Event2026-03-31
Filed2026-04-29
VLO
27.70%VALERO ENERGY CORP
Shares1.1K
Event2026-03-31
Filed2026-04-29
KEY
8.07%KEYCORP
Shares13.8K
Event2026-03-31
Filed2026-04-29
CL
0.85%COLGATE PALMOLIVE CO
Shares3.2K
Event2026-03-31
Filed2026-04-29
HACK
0.00%AMPLIFY ETF TR
Shares3.7K
Event2026-03-31
Filed2026-04-29
PNC
9.32%PNC FINL SVCS GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-04-29
MCO
17.01%MOODYS CORP
Shares626
Event2026-03-31
Filed2026-04-29
CTAS
14.71%CINTAS CORP
Shares1.6K
Event2026-03-31
Filed2026-04-29
SCHY
0.09%SCHWAB STRATEGIC TR
Shares8.5K
Event2026-03-31
Filed2026-04-29
VTWO
0.26%VANGUARD SCOTTSDALE FDS
Shares2.7K
Event2026-03-31
Filed2026-04-29
IBKR
4.71%INTERACTIVE BROKERS GROUP IN
Shares4.0K
Event2026-03-31
Filed2026-04-29
TSEM
0.00%TOWER SEMICONDUCTOR LTD
Shares1.5K
Event2026-03-31
Filed2026-04-29
BHP
0.00%BHP BILLITON LIMITED
Shares3.6K
Event2026-03-31
Filed2026-04-29
PGR
23.54%PROGRESSIVE CORP
Shares1.3K
Event2026-03-31
Filed2026-04-29
UBER
-6.57%UBER TECHNOLOGIES INC
Shares3.6K
Event2026-03-31
Filed2026-04-29
MARVELL TECHNOLOGY INC
16.64%MARVELL TECHNOLOGY INC
Shares2.6K
Event2026-03-31
Filed2026-04-29
INTC
51.67%INTEL CORP
Shares5.8K
Event2026-03-31
Filed2026-04-29
CSX
26.46%CSX CORP
Shares6.2K
Event2026-03-31
Filed2026-04-29
VO
147.50%VANGUARD INDEX FDS
Shares891
Event2026-03-31
Filed2026-04-29
CME
16.09%CME GROUP INC
Shares866
Event2026-03-31
Filed2026-04-29
BK
29.80%BANK NEW YORK MELLON CORP
Shares2.2K
Event2026-03-31
Filed2026-04-29
DFCF
0.52%DIMENSIONAL ETF TRUST
Shares6.0K
Event2026-03-31
Filed2026-04-29
USB
10.95%US BANCORP
Shares4.9K
Event2026-03-31
Filed2026-04-29
MPWR
5.45%MONOLITHIC PWR SYS INC
Shares232
Event2026-03-31
Filed2026-04-29
CVS
-33.95%CVS HEALTH CORP
Shares3.5K
Event2026-03-31
Filed2026-04-29
IWF
0.00%ISHARES TR
Shares584
Event2026-03-31
Filed2026-04-29
GLW
53.99%CORNING INC
Shares1.8K
Event2026-03-31
Filed2026-04-29
MSI
30.00%MOTOROLA SOLUTIONS INC
Shares572
Event2026-03-31
Filed2026-04-29
PWR
24.86%QUANTA SVCS INC
Shares452
Event2026-03-31
Filed2026-04-29
CRWD
76.54%CROWDSTRIKE HLDGS INC
Shares632
Event2026-03-31
Filed2026-04-29
BA
25.18%BOEING CO
Shares1.2K
Event2026-03-31
Filed2026-04-29
IBDX
NewISHARES TR
Shares9.7K
Event2026-03-31
Filed2026-04-29
BKNG
26.09%BOOKING HOLDINGS INC
Shares58
Event2026-03-31
Filed2026-04-29
NEM
50.23%NEWMONT CORP
Shares2.3K
Event2026-03-31
Filed2026-04-29
SPGP
0.04%INVESCO EXCHANGE TRADED FD T
Shares2.3K
Event2026-03-31
Filed2026-04-29
IBCA
NewISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-04-29
AFL
-15.03%AFLAC INC
Shares2.2K
Event2026-03-31
Filed2026-04-29
RCL
29.28%ROYAL CARIBBEAN GROUP
Shares883
Event2026-03-31
Filed2026-04-29
SLDP
0.00%SOLID POWER INC
Shares79.2K
Event2026-03-31
Filed2026-04-29
ORLY
36.63%OREILLY AUTOMOTIVE INC
Shares2.6K
Event2026-03-31
Filed2026-04-29
STM
0.00%STMICROELECTRONICS N V
Shares6.8K
Event2026-03-31
Filed2026-04-29
ABEV
0.00%AMBEV SA
Shares80.0K
Event2026-03-31
Filed2026-04-29
IWM
0.00%ISHARES TR
Shares936
Event2026-03-31
Filed2026-04-29
MMC
40.91%MARSH & MCLENNAN COS INC
Shares1.3K
Event2026-03-31
Filed2026-04-29
BNDX
0.13%VANGUARD CHARLOTTE FDS
Shares4.8K
Event2026-03-31
Filed2026-04-29
NOC
37.70%NORTHROP GRUMMAN CORP
Shares336
Event2026-03-31
Filed2026-04-29
SEAGATE TECHNOLOGY HLDNGS PL
34.48%SEAGATE TECHNOLOGY HLDNGS PL
Shares585
Event2026-03-31
Filed2026-04-29
AMP
23.80%AMERIPRISE FINL INC
Shares515
Event2026-03-31
Filed2026-04-29
PSX
30.62%PHILLIPS 66
Shares1.3K
Event2026-03-31
Filed2026-04-29
MGA
0.00%MAGNA INTL INC
Shares4.1K
Event2026-03-31
Filed2026-04-29
TRV
72.95%TRAVELERS COMPANIES INC
Shares761
Event2026-03-31
Filed2026-04-29
FDX
43.49%FEDEX CORP
Shares617
Event2026-03-31
Filed2026-04-29
ADP
36.13%AUTOMATIC DATA PROCESSING IN
Shares1.1K
Event2026-03-31
Filed2026-04-29
ITW
2.23%ILLINOIS TOOL WKS INC
Shares824
Event2026-03-31
Filed2026-04-29
D
3.80%DOMINION ENERGY INC
Shares3.5K
Event2026-03-31
Filed2026-04-29
CEG
12.86%CONSTELLATION ENERGY CORP
Shares755
Event2026-03-31
Filed2026-04-29
VRTX
20.10%VERTEX PHARMACEUTICALS INC
Shares472
Event2026-03-31
Filed2026-04-29
NTRS
17.54%NORTHERN TR CORP
Shares1.5K
Event2026-03-31
Filed2026-04-29
EPP
0.00%ISHARES INC
Shares3.9K
Event2026-03-31
Filed2026-04-29
HLT
40.25%HILTON WORLDWIDE HLDGS INC
Shares683
Event2026-03-31
Filed2026-04-29
WAB
11.13%WABTEC
Shares829
Event2026-03-31
Filed2026-04-29
ELV
13.92%ELEVANCE HEALTH INC FORMERLY
Shares704
Event2026-03-31
Filed2026-04-29
MCHP
13.67%MICROCHIP TECHNOLOGY INC.
Shares3.2K
Event2026-03-31
Filed2026-04-29
VUSB
-12.81%VANGUARD BD INDEX FDS
Shares4.1K
Event2026-03-31
Filed2026-04-29
ADBE
-29.36%ADOBE INC
Shares835
Event2026-03-31
Filed2026-04-29
LHX
24.84%L3HARRIS TECHNOLOGIES INC
Shares588
Event2026-03-31
Filed2026-04-29
DELL
12.06%DELL TECHNOLOGIES INC
Shares1.2K
Event2026-03-31
Filed2026-04-29
SNY
0.00%SANOFI SA
Shares4.2K
Event2026-03-31
Filed2026-04-29
KR
42.69%KROGER CO
Shares2.8K
Event2026-03-31
Filed2026-04-29
PLD
1.41%PROLOGIS INC.
Shares1.5K
Event2026-03-31
Filed2026-04-29
CNI
0.00%CANADIAN NATL RY CO
Shares1.9K
Event2026-03-31
Filed2026-04-29
MOO
0.00%VANECK ETF TRUST
Shares2.3K
Event2026-03-31
Filed2026-04-29
AIG
-3.32%AMERICAN INTL GROUP INC
Shares2.6K
Event2026-03-31
Filed2026-04-29
WMB
40.40%WILLIAMS COS INC
Shares2.6K
Event2026-03-31
Filed2026-04-29
QUAL
339.82%ISHARES TR
Shares994
Event2026-03-31
Filed2026-04-29
EFA
0.00%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-04-29
HWM
43.80%HOWMET AEROSPACE INC
Shares824
Event2026-03-31
Filed2026-04-29
PAYX
72.32%PAYCHEX INC
Shares2.1K
Event2026-03-31
Filed2026-04-29
SHW
9.07%SHERWIN WILLIAMS CO
Shares577
Event2026-03-31
Filed2026-04-29
SRE
19.16%SEMPRA
Shares1.9K
Event2026-03-31
Filed2026-04-29
CRUS
4.54%CIRRUS LOGIC INC
Shares1.3K
Event2026-03-31
Filed2026-04-29
IJK
0.00%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-04-29
GM
69.15%GENERAL MTRS CO
Shares2.4K
Event2026-03-31
Filed2026-04-29
SLB
29.97%SLB LIMITED
Shares3.5K
Event2026-03-31
Filed2026-04-29
MET
14.39%METLIFE INC
Shares2.5K
Event2026-03-31
Filed2026-04-29
TPL
22.33%TEXAS PACIFIC LAND CORPORATI
Shares378
Event2026-03-31
Filed2026-04-29
RSG
33.39%REPUBLIC SVCS INC
Shares819
Event2026-03-31
Filed2026-04-29
ORI
9.49%OLD REP INTL CORP
Shares4.5K
Event2026-03-31
Filed2026-04-29
TRMB
23.48%TRIMBLE INC
Shares2.7K
Event2026-03-31
Filed2026-04-29
DOW
18.42%DOW HLDGS INC
Shares4.3K
Event2026-03-31
Filed2026-04-29
ECL
39.58%ECOLAB INC
Shares663
Event2026-03-31
Filed2026-04-29
VXF
10.48%VANGUARD INDEX FDS
Shares854
Event2026-03-31
Filed2026-04-29
INFY
0.00%INFOSYS LTD
Shares13.0K
Event2026-03-31
Filed2026-04-29
XLC
-6.08%SELECT SECTOR SPDR TR
Shares1.6K
Event2026-03-31
Filed2026-04-29
FTNT
147.42%FORTINET INC
Shares2.1K
Event2026-03-31
Filed2026-04-29
SNDK
5.88%SANDISK CORP
Shares270
Event2026-03-31
Filed2026-04-29
IGSB
1.56%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-04-29
XLI
0.00%SELECT SECTOR SPDR TR
Shares1.1K
Event2026-03-31
Filed2026-04-29
APD
31.01%AIR PRODUCTS AND CHEMICALS I
Shares583
Event2026-03-31
Filed2026-04-29
AON PLC
22.82%AON PLC
Shares522
Event2026-03-31
Filed2026-04-29
VB
0.16%VANGUARD INDEX FDS
Shares636
Event2026-03-31
Filed2026-04-29
TE CONNECTIVITY PLC
26.69%TE CONNECTIVITY PLC
Shares788
Event2026-03-31
Filed2026-04-29
ALL
36.02%ALLSTATE CORP
Shares793
Event2026-03-31
Filed2026-04-29
VV
0.00%VANGUARD INDEX FDS
Shares535
Event2026-03-31
Filed2026-04-29
OXY
36.61%OCCIDENTAL PETE CORP
Shares2.4K
Event2026-03-31
Filed2026-04-29
INTU
-41.90%INTUIT
Shares366
Event2026-03-31
Filed2026-04-29
INVESCO EXCH TRADED FD TR II
0.56%INVESCO EXCH TRADED FD TR II
Shares2.2K
Event2026-03-31
Filed2026-04-29
WELL
0.25%WELLTOWER INC
Shares795
Event2026-03-31
Filed2026-04-29
BSX
-1.29%BOSTON SCIENTIFIC CORP
Shares2.4K
Event2026-03-31
Filed2026-04-29
SHOP
2.22%SHOPIFY INC
Shares1.3K
Event2026-03-31
Filed2026-04-29
ATMU
1.85%ATMUS FILTRATION TECHNOLOGIE
Shares2.7K
Event2026-03-31
Filed2026-04-29
NTR
0.00%NUTRIEN LTD
Shares2.0K
Event2026-03-31
Filed2026-04-29
IDXX
13.87%IDEXX LABS INC
Shares271
Event2026-03-31
Filed2026-04-29
TER
24.03%TERADYNE INC
Shares511
Event2026-03-31
Filed2026-04-29
ETR
19.96%ENTERGY CORP NEW
Shares1.3K
Event2026-03-31
Filed2026-04-29
REGN
33.79%REGENERON PHARMACEUTICALS
Shares194
Event2026-03-31
Filed2026-04-29
MNST
21.04%MONSTER BEVERAGE CORP NEW
Shares2.1K
Event2026-03-31
Filed2026-04-29
IWR
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-29
VXUS
0.31%VANGUARD STAR FDS
Shares1.9K
Event2026-03-31
Filed2026-04-29
EME
41.13%EMCOR GROUP INC
Shares199
Event2026-03-31
Filed2026-04-29
SNPS
32.85%SYNOPSYS INC
Shares368
Event2026-03-31
Filed2026-04-29
JMST
0.00%J P MORGAN EXCHANGE TRADED F
Shares2.9K
Event2026-03-31
Filed2026-04-29
ODFL
25.42%OLD DOMINION FREIGHT LINE IN
Shares745
Event2026-03-31
Filed2026-04-29
SPG
-0.51%SIMON PPTY GROUP INC NEW
Shares780
Event2026-03-31
Filed2026-04-29
INVESCO EXCHANGE TRADED FD T
-14.68%INVESCO EXCHANGE TRADED FD T
Shares744
Event2026-03-31
Filed2026-04-29
CBRE
6.80%CBRE GROUP INC
Shares1.1K
Event2026-03-31
Filed2026-04-29
ESGU
289.88%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-04-29
ADSK
28.26%AUTODESK INC
Shares590
Event2026-03-31
Filed2026-04-29
MSCI
5.67%MSCI INC
Shares261
Event2026-03-31
Filed2026-04-29
BLACKSTONE INC
-7.21%BLACKSTONE INC
Shares1.2K
Event2026-03-31
Filed2026-04-29
AME
27.54%AMETEK INC
Shares653
Event2026-03-31
Filed2026-04-29
CARR
11.57%CARRIER GLOBAL CORPORATION
Shares2.5K
Event2026-03-31
Filed2026-04-29
TXN
31.37%TEXAS INSTRS INC
Shares712
Event2026-03-31
Filed2026-04-29
ISHARES GOLD TR
0.00%ISHARES GOLD TR
Shares1.6K
Event2026-03-31
Filed2026-04-29
FAST
68.12%FASTENAL CO
Shares3.0K
Event2026-03-31
Filed2026-04-29
PCAR
19.40%PACCAR INC
Shares1.2K
Event2026-03-31
Filed2026-04-29
XLP
0.36%SELECT SECTOR SPDR TR
Shares1.7K
Event2026-03-31
Filed2026-04-29
MAR
41.03%MARRIOTT INTL INC NEW
Shares409
Event2026-03-31
Filed2026-04-29
FANG
34.48%DIAMONDBACK ENERGY INC
Shares667
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND
-36.92%ACCENTURE PLC IRELAND
Shares663
Event2026-03-31
Filed2026-04-29
JBL
48.35%JABIL INC
Shares494
Event2026-03-31
Filed2026-04-29
EOG
134.56%EOG RES INC
Shares889
Event2026-03-31
Filed2026-04-29
OC
11.66%OWENS CORNING NEW
Shares1.2K
Event2026-03-31
Filed2026-04-29
EQIX
78.08%EQUINIX INC
Shares130
Event2026-03-31
Filed2026-04-29
IQV
13.35%IQVIA HLDGS INC
Shares747
Event2026-03-31
Filed2026-04-29
DLN
0.00%WISDOMTREE TR
Shares1.4K
Event2026-03-31
Filed2026-04-29
CLOU
0.00%GLOBAL X FDS
Shares6.4K
Event2026-03-31
Filed2026-04-29
CTSH
29.75%COGNIZANT TECHNOLOGY SOLUTIO
Shares2.0K
Event2026-03-31
Filed2026-04-29
ROK
33.08%ROCKWELL AUTOMATION INC
Shares346
Event2026-03-31
Filed2026-04-29
IUSB
0.00%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-29
ALB
18.10%ALBEMARLE CORP
Shares685
Event2026-03-31
Filed2026-04-29
EXR
6.00%EXTRA SPACE STORAGE INC
Shares937
Event2026-03-31
Filed2026-04-29
BIL
0.00%SPDR SERIES TRUST
Shares1.3K
Event2026-03-31
Filed2026-04-29
XLE
0.86%SELECT SECTOR SPDR TR
Shares2.0K
Event2026-03-31
Filed2026-04-29
EBAY
50.62%EBAY INC.
Shares1.3K
Event2026-03-31
Filed2026-04-29
HDV
0.00%ISHARES TR
Shares885
Event2026-03-31
Filed2026-04-29
APP
53.57%APPLOVIN CORP
Shares301
Event2026-03-31
Filed2026-04-29
CTVA
29.47%CORTEVA INC
Shares1.4K
Event2026-03-31
Filed2026-04-29
SIMO
0.00%SILICON MOTION TECHNOLOGY CO
Shares1.1K
Event2026-03-31
Filed2026-04-29
KHC
52.94%KRAFT HEINZ CO
Shares5.2K
Event2026-03-31
Filed2026-04-29
ADI
115.20%ANALOG DEVICES INC
Shares368
Event2026-03-31
Filed2026-04-29
ES
15.71%EVERSOURCE ENERGY
Shares1.7K
Event2026-03-31
Filed2026-04-29
CMS
23.06%CMS ENERGY CORP
Shares1.5K
Event2026-03-31
Filed2026-04-29
PANW
-23.21%PALO ALTO NETWORKS INC
Shares728
Event2026-03-31
Filed2026-04-29
VCR
0.00%VANGUARD WORLD FD
Shares325
Event2026-03-31
Filed2026-04-29
PSR
-3.75%INVESCO ACTIVELY MANAGED EXC
Shares1.3K
Event2026-03-31
Filed2026-04-29
PRU
12.95%PRUDENTIAL FINL INC
Shares1.2K
Event2026-03-31
Filed2026-04-29
VMC
27.25%VULCAN MATLS CO
Shares425
Event2026-03-31
Filed2026-04-29
IXUS
0.00%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-29
PFG
12.50%PRINCIPAL FINANCIAL GROUP IN
Shares1.3K
Event2026-03-31
Filed2026-04-29
DFAS
-9.21%DIMENSIONAL ETF TRUST
Shares1.6K
Event2026-03-31
Filed2026-04-29
CDNS
16.33%CADENCE DESIGN SYSTEM INC
Shares406
Event2026-03-31
Filed2026-04-29
FCX
35.07%FREEPORT MCMORAN INC
Shares1.9K
Event2026-03-31
Filed2026-04-29
LEN
1.97%LENNAR CORP
Shares1.3K
Event2026-03-31
Filed2026-04-29
HAL
51.61%HALLIBURTON CO
Shares2.9K
Event2026-03-31
Filed2026-04-29
ACGL
38.88%ARCH CAP GROUP LTD
Shares1.2K
Event2026-03-31
Filed2026-04-29
CANADIAN PACIFIC KANSAS CITY
0.00%CANADIAN PACIFIC KANSAS CITY
Shares1.4K
Event2026-03-31
Filed2026-04-29
OKE
12.31%ONEOK INC NEW
Shares1.2K
Event2026-03-31
Filed2026-04-29
CMG
4.81%CHIPOTLE MEXICAN GRILL INC
Shares3.4K
Event2026-03-31
Filed2026-04-29
ABNB
75.05%AIRBNB INC
Shares863
Event2026-03-31
Filed2026-04-29
CNC
-7.46%CENTENE CORP DEL
Shares3.3K
Event2026-03-31
Filed2026-04-29
CFG
29.78%CITIZENS FINL GROUP INC
Shares1.8K
Event2026-03-31
Filed2026-04-29
IR
23.00%INGERSOLL RAND INC
Shares1.4K
Event2026-03-31
Filed2026-04-29
DDOG
11.18%DATADOG INC
Shares915
Event2026-03-31
Filed2026-04-29
FERGUSON ENTERPRISES INC
78.99%FERGUSON ENTERPRISES INC
Shares460
Event2026-03-31
Filed2026-04-29
BIIB
25.22%BIOGEN INC
Shares581
Event2026-03-31
Filed2026-04-29
UAL
68.44%UNITED AIRLS HLDGS INC
Shares1.1K
Event2026-03-31
Filed2026-04-29
PYPL
308.44%PAYPAL HLDGS INC
Shares2.3K
Event2026-03-31
Filed2026-04-29
GWW
43.28%WW GRAINGER INC
Shares96
Event2026-03-31
Filed2026-04-29
EW
28.25%EDWARDS LIFESCIENCES CORP
Shares1.3K
Event2026-03-31
Filed2026-04-29
MLM
40.80%MARTIN MARIETTA MATLS INC
Shares176
Event2026-03-31
Filed2026-04-29
EXC
31.91%EXELON CORP
Shares2.1K
Event2026-03-31
Filed2026-04-29
WDAY
217.27%WORKDAY INC
Shares790
Event2026-03-31
Filed2026-04-29
HIG
54.00%HARTFORD INSURANCE GROUP INC
Shares750
Event2026-03-31
Filed2026-04-29
UNM
26.51%UNUM GROUP
Shares1.4K
Event2026-03-31
Filed2026-04-29
MELI
-7.94%MERCADOLIBRE INC
Shares58
Event2026-03-31
Filed2026-04-29
IBDV
0.00%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-04-29
NET
13.38%CLOUDFLARE INC
Shares483
Event2026-03-31
Filed2026-04-29
MEAR
NewISHARES U S ETF TR
Shares2.0K
Event2026-03-31
Filed2026-04-29
VST
77.15%VISTRA CORP
Shares659
Event2026-03-31
Filed2026-04-29
IEF
1360.56%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-04-29
NKE
2.81%NIKE INC
Shares1.9K
Event2026-03-31
Filed2026-04-29
DASH
-12.55%DOORDASH INC
Shares655
Event2026-03-31
Filed2026-04-29
DVN
44.54%DEVON ENERGY CORP NEW
Shares1.9K
Event2026-03-31
Filed2026-04-29
AAON
5.16%AAON INC
Shares1.2K
Event2026-03-31
Filed2026-04-29
RJF
18.37%RAYMOND JAMES FINL INC
Shares670
Event2026-03-31
Filed2026-04-29
HEI.A
8.29%HEICO CORP NEW
Shares457
Event2026-03-31
Filed2026-04-29
KKR & CO INC
47.38%KKR & CO INC
Shares1.0K
Event2026-03-31
Filed2026-04-29
NSC
25.09%NORFOLK SOUTHN CORP
Shares334
Event2026-03-31
Filed2026-04-29
APA CORPORATION
19.85%APA CORPORATION
Shares2.2K
Event2026-03-31
Filed2026-04-29
PHM
25.83%PULTE GROUP INC
Shares799
Event2026-03-31
Filed2026-04-29
STT
32.97%STATE STR CORP
Shares738
Event2026-03-31
Filed2026-04-29
CENCORA INC
46.31%CENCORA INC
Shares297
Event2026-03-31
Filed2026-04-29
VRT
147.65%VERTIV HOLDINGS CO
Shares369
Event2026-03-31
Filed2026-04-29
ALGN
7.41%ALIGN TECHNOLOGY INC
Shares536
Event2026-03-31
Filed2026-04-29
ESGD
336.99%ISHARES TR
Shares957
Event2026-03-31
Filed2026-04-29
A
9.45%AGILENT TECHNOLOGIES INC
Shares799
Event2026-03-31
Filed2026-04-29
CCL
34.69%CARNIVAL CORP
Shares3.5K
Event2026-03-31
Filed2026-04-29
SPHQ
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.2K
Event2026-03-31
Filed2026-04-29
AVIG
0.00%AMERICAN CENTY ETF TR
Shares2.2K
Event2026-03-31
Filed2026-04-29
EXPE
41.45%EXPEDIA GROUP INC
Shares389
Event2026-03-31
Filed2026-04-29
TPR
34.33%TAPESTRY INC
Shares630
Event2026-03-31
Filed2026-04-29
F
29.03%FORD MTR CO
Shares7.7K
Event2026-03-31
Filed2026-04-29
DG
-6.56%DOLLAR GEN CORP
Shares741
Event2026-03-31
Filed2026-04-29
FS SPECIALTY LENDING FD
0.00%FS SPECIALTY LENDING FD
Shares7.0K
Event2026-03-31
Filed2026-04-29
KVUE
14.46%KENVUE INC
Shares5.1K
Event2026-03-31
Filed2026-04-29
OTIS
-9.92%OTIS WORLDWIDE CORP
Shares1.1K
Event2026-03-31
Filed2026-04-29
MRNA
15.24%MODERNA INC
Shares1.7K
Event2026-03-31
Filed2026-04-29
INCY
24.01%INCYTE CORP
Shares904
Event2026-03-31
Filed2026-04-29
BXP
-20.29%BXP INC
Shares1.6K
Event2026-03-31
Filed2026-04-29
QQQM
78.00%INVESCO EXCH TRADED FD TR II
Shares356
Event2026-03-31
Filed2026-04-29
ICF
0.07%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-04-29
IPAC
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-29
SYY
-3.97%SYSCO CORP
Shares1.2K
Event2026-03-31
Filed2026-04-29
ACWI
0.00%ISHARES TR
Shares594
Event2026-03-31
Filed2026-04-29
SATS
0.00%ECHOSTAR CORP
Shares701
Event2026-03-31
Filed2026-04-29
UEC
0.98%URANIUM ENERGY CORP
Shares6.1K
Event2026-03-31
Filed2026-04-29
AER
0.00%AERCAP HOLDINGS NV
Shares596
Event2026-03-31
Filed2026-04-29
EVRG
20.12%EVERGY INC
Shares991
Event2026-03-31
Filed2026-04-29
NUE
12.74%NUCOR CORP
Shares478
Event2026-03-31
Filed2026-04-29
DLR
19.15%DIGITAL RLTY TR INC
Shares448
Event2026-03-31
Filed2026-04-29
IXP
0.00%ISHARES TR
Shares700
Event2026-03-31
Filed2026-04-29
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