The Analysis of DiNuzzo Private Wealth, Inc.'s Holdings & P&L


Currently, DiNuzzo Private Wealth, Inc. holds 1345 types of securities in its portfolio with a total value $928.1M. In the most recent quarter, they have increased their positions in DFCF (+78.2K shares, valued at $3.3M), DFGP (+23.8K shares, valued at $1.3M), DFGR (+23.6K shares, valued at $627.0K); decreased their positions in DISV (-13.5K shares, valued at $532.9K), DFUV (-9.9K shares, valued at $479.2K), DFLV (-11.0K shares, valued at $392.3K); initiated new positions in CGDV (+909 shares, valued at $38.7K), CGGO (+1.1K shares, valued at $37.5K), IVES (+1.2K shares, valued at $34.8K).


1M P&L
+19.5M+2.02%
3M P&L
+11.5M+1.18%
HY P&L
+80.2M+8.85%

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/A899.0M
97.3%
2Consumer Electronics3.0M
0.3%
3Banks - Regional2.9M
0.3%

Top Industries by Stock Count

1N/A142 stocks
11.1%
2Banks - Regional67 stocks
5.3%
3Software - Application39 stocks
3.1%
Stock Holdings
DFCF
DIMENSIONAL ETF TRUST
3.20%
Shares2.5M
Event2026-03-31
Filed2026-04-08
DFSD
DIMENSIONAL ETF TRUST
-0.12%
Shares2.0M
Event2026-03-31
Filed2026-04-08
DFUS
DIMENSIONAL ETF TRUST
-0.08%
Shares1.2M
Event2026-03-31
Filed2026-04-08
DFLV
DIMENSIONAL ETF TRUST
-0.61%
Shares1.8M
Event2026-03-31
Filed2026-04-08
DFAS
DIMENSIONAL ETF TRUST
0.02%
Shares735.5K
Event2026-03-31
Filed2026-04-08
DFIC
DIMENSIONAL ETF TRUST
-0.46%
Shares1.4M
Event2026-03-31
Filed2026-04-08
DFGR
DIMENSIONAL ETF TRUST
1.30%
Shares1.8M
Event2026-03-31
Filed2026-04-08
DFSV
DIMENSIONAL ETF TRUST
-0.32%
Shares1.3M
Event2026-03-31
Filed2026-04-08
DUHP
DIMENSIONAL ETF TRUST
0.45%
Shares1.2M
Event2026-03-31
Filed2026-04-08
DFAC
DIMENSIONAL ETF TRUST
1.03%
Shares917.4K
Event2026-03-31
Filed2026-04-08
DUSB
DIMENSIONAL ETF TRUST
0.43%
Shares568.3K
Event2026-03-31
Filed2026-04-08
DFEM
DIMENSIONAL ETF TRUST
0.65%
Shares740.2K
Event2026-03-31
Filed2026-04-08
DISV
DIMENSIONAL ETF TRUST
-2.05%
Shares646.7K
Event2026-03-31
Filed2026-04-08
DFGP
DIMENSIONAL ETF TRUST
5.45%
Shares460.3K
Event2026-03-31
Filed2026-04-08
DFUV
DIMENSIONAL ETF TRUST
-2.12%
Shares455.4K
Event2026-03-31
Filed2026-04-08
DIHP
DIMENSIONAL ETF TRUST
-0.47%
Shares639.7K
Event2026-03-31
Filed2026-04-08
DGCB
DIMENSIONAL ETF TRUST
-1.18%
Shares325.4K
Event2026-03-31
Filed2026-04-08
DFAW
DIMENSIONAL ETF TRUST
-0.72%
Shares233.1K
Event2026-03-31
Filed2026-04-08
DFAE
DIMENSIONAL ETF TRUST
-2.13%
Shares425.2K
Event2026-03-31
Filed2026-04-08
DFIV
DIMENSIONAL ETF TRUST
-1.00%
Shares237.6K
Event2026-03-31
Filed2026-04-08
DFAT
DIMENSIONAL ETF TRUST
-0.90%
Shares133.9K
Event2026-03-31
Filed2026-04-08
DFEV
DIMENSIONAL ETF TRUST
-1.87%
Shares205.4K
Event2026-03-31
Filed2026-04-08
DEHP
DIMENSIONAL ETF TRUST
-1.97%
Shares213.4K
Event2026-03-31
Filed2026-04-08
DFAX
DIMENSIONAL ETF TRUST
-2.41%
Shares184.5K
Event2026-03-31
Filed2026-04-08
DFGX
DIMENSIONAL ETF TRUST
-1.98%
Shares105.3K
Event2026-03-31
Filed2026-04-08
DFNM
DIMENSIONAL ETF TRUST
7.52%
Shares86.1K
Event2026-03-31
Filed2026-04-08
AAPL
APPLE INC
-4.23%
Shares11.7K
Event2026-03-31
Filed2026-04-08
MCD
MCDONALDS CORP
0.17%
Shares7.6K
Event2026-03-31
Filed2026-04-08
DFSU
DIMENSIONAL ETF TRUST
9.53%
Shares55.4K
Event2026-03-31
Filed2026-04-08
NU
NU HLDGS LTD
-5.00%
Shares114.0K
Event2026-03-31
Filed2026-04-08
DFIS
DIMENSIONAL ETF TRUST
-0.27%
Shares48.0K
Event2026-03-31
Filed2026-04-08
NVDA
NVIDIA CORPORATION
0.07%
Shares8.8K
Event2026-03-31
Filed2026-04-08
MSFT
MICROSOFT CORP
-0.59%
Shares4.1K
Event2026-03-31
Filed2026-04-08
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares5.9K
Event2026-03-31
Filed2026-04-08
OUNZ
VANECK MERK GOLD ETF
5.27%
Shares28.6K
Event2026-03-31
Filed2026-04-08
DFSI
DIMENSIONAL ETF TRUST
4.78%
Shares28.6K
Event2026-03-31
Filed2026-04-08
DFAR
DIMENSIONAL ETF TRUST
1.31%
Shares46.0K
Event2026-03-31
Filed2026-04-08
VB
VANGUARD INDEX FDS
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-08
VUG
VANGUARD INDEX FDS
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-08
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-08
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares11.6K
Event2026-03-31
Filed2026-04-08
EQT CORP
EQT CORP
0.00%
Shares13.6K
Event2026-03-31
Filed2026-04-08
IWD
ISHARES TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-08
VONV
VANGUARD SCOTTSDALE FDS
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-08
DFAI
DIMENSIONAL ETF TRUST
0.06%
Shares21.2K
Event2026-03-31
Filed2026-04-08
WSBC
WESBANCO INC
0.11%
Shares22.7K
Event2026-03-31
Filed2026-04-08
INVESCO QQQ TR
INVESCO QQQ TR
4.68%
Shares1.3K
Event2026-03-31
Filed2026-04-08
VTI
VANGUARD INDEX FDS
8.00%
Shares2.2K
Event2026-03-31
Filed2026-04-08
DFSB
DIMENSIONAL ETF TRUST
1.40%
Shares10.6K
Event2026-03-31
Filed2026-04-08
D
DOMINION ENERGY INC
1.08%
Shares8.9K
Event2026-03-31
Filed2026-04-08
VPU
VANGUARD WORLD FD
0.67%
Shares2.7K
Event2026-03-31
Filed2026-04-08
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-08
BK
BANK NEW YORK MELLON CORP
0.05%
Shares4.2K
Event2026-03-31
Filed2026-04-08
ORCL
ORACLE CORP
-0.15%
Shares3.4K
Event2026-03-31
Filed2026-04-08
IVV
ISHARES TR
0.00%
Shares756
Event2026-03-31
Filed2026-04-08
HON
HONEYWELL INTL INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-08
VTV
VANGUARD INDEX FDS
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-08
AMZN
AMAZON COM INC
0.20%
Shares2.0K
Event2026-03-31
Filed2026-04-08
XOM
EXXON MOBIL CORP
-8.25%
Shares2.4K
Event2026-03-31
Filed2026-04-08
NEE
NEXTERA ENERGY INC
-0.02%
Shares4.1K
Event2026-03-31
Filed2026-04-08
VCSH
VANGUARD SCOTTSDALE FDS
17.23%
Shares4.6K
Event2026-03-31
Filed2026-04-08
TSLA
TESLA INC
0.00%
Shares974
Event2026-03-31
Filed2026-04-08
IWM
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-08
USB
US BANCORP
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-08
IWN
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-08
ALPHABET INC
ALPHABET INC
-0.18%
Shares1.1K
Event2026-03-31
Filed2026-04-08
AMD
ADVANCED MICRO DEVICES INC
-0.07%
Shares1.5K
Event2026-03-31
Filed2026-04-08
SMH
VANECK ETF TRUST
0.00%
Shares717
Event2026-03-31
Filed2026-04-08
IJH
ISHARES TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-08
MA
MASTERCARD INCORPORATED
0.00%
Shares519
Event2026-03-31
Filed2026-04-08
T
AT&T INC
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-08
FDX
FEDEX CORP
0.00%
Shares718
Event2026-03-31
Filed2026-04-08
NANR
SPDR INDEX SHS FDS
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-08
FNDF
SCHWAB STRATEGIC TR
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-08
IWR
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-08
VZ
VERIZON COMMUNICATIONS INC
-0.16%
Shares4.4K
Event2026-03-31
Filed2026-04-08
IVW
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-08
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-08
DFSE
DIMENSIONAL ETF TRUST
13.87%
Shares5.0K
Event2026-03-31
Filed2026-04-08
VGUS
VANGUARD INSTL INDEX FD
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-08
LOW
LOWES COS INC
0.00%
Shares832
Event2026-03-31
Filed2026-04-08
UPS
UNITED PARCEL SVCS INC
0.21%
Shares1.9K
Event2026-03-31
Filed2026-04-08
MPC
MARATHON PETE CORP
-0.13%
Shares750
Event2026-03-31
Filed2026-04-08
META
META PLATFORMS INC
0.33%
Shares304
Event2026-03-31
Filed2026-04-08
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares474
Event2026-03-31
Filed2026-04-08
BROADCOM INC
BROADCOM INC
-0.39%
Shares511
Event2026-03-31
Filed2026-04-08
IHDG
WISDOMTREE TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-08
ALPHABET INC
ALPHABET INC
0.00%
Shares514
Event2026-03-31
Filed2026-04-08
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares324
Event2026-03-31
Filed2026-04-08
NOV
NOV INC
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-08
JPM
JPMORGAN CHASE & CO
-0.24%
Shares423
Event2026-03-31
Filed2026-04-08
LLY
ELI LILLY & CO
0.75%
Shares134
Event2026-03-31
Filed2026-04-08
CSX
CSX CORP
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-08
EMR
EMERSON ELEC CO
0.00%
Shares868
Event2026-03-31
Filed2026-04-08
MERCK & CO INC
MERCK & CO INC
3.48%
Shares921
Event2026-03-31
Filed2026-04-08
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.00%
Shares318
Event2026-03-31
Filed2026-04-08
PG
PROCTER & GAMBLE CO
-0.66%
Shares748
Event2026-03-31
Filed2026-04-08
PEP
PEPSICO INC
-0.29%
Shares693
Event2026-03-31
Filed2026-04-08
NOW
SERVICENOW INC
-0.68%
Shares1.0K
Event2026-03-31
Filed2026-04-08
ABBV
ABBVIE INC
0.00%
Shares490
Event2026-03-31
Filed2026-04-08
CVX
CHEVRON CORPORATION
-1.91%
Shares514
Event2026-03-31
Filed2026-04-08
JNJ
JOHNSON & JOHNSON
-31.85%
Shares428
Event2026-03-31
Filed2026-04-08
BAC
BANK AMERICA CORP
-4.72%
Shares2.1K
Event2026-03-31
Filed2026-04-08
V
VISA INC
-0.30%
Shares332
Event2026-03-31
Filed2026-04-08
IJR
ISHARES TR
0.00%
Shares780
Event2026-03-31
Filed2026-04-08
EXR
EXTRA SPACE STORAGE INC
0.00%
Shares715
Event2026-03-31
Filed2026-04-08
VTEI
VANGUARD MUN BD FDS
6.04%
Shares878
Event2026-03-31
Filed2026-04-08
INTC
INTEL CORP
0.15%
Shares2.0K
Event2026-03-31
Filed2026-04-08
VGT
VANGUARD WORLD FD
0.00%
Shares125
Event2026-03-31
Filed2026-04-08
ADP
AUTOMATIC DATA PROCESSING IN
-2.38%
Shares411
Event2026-03-31
Filed2026-04-08
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-08
DKS
DICKS SPORTING GOODS INC
0.00%
Shares417
Event2026-03-31
Filed2026-04-08
XRT
SPDR SERIES TRUST
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-08
CMCSA
COMCAST CORP NEW
3.68%
Shares2.7K
Event2026-03-31
Filed2026-04-08
VOE
VANGUARD INDEX FDS
0.00%
Shares425
Event2026-03-31
Filed2026-04-08
RPM
RPM INTL INC
0.26%
Shares780
Event2026-03-31
Filed2026-04-08
PNC
PNC FINL SVCS GROUP INC
-21.38%
Shares364
Event2026-03-31
Filed2026-04-08
PHYS
SPROTT ASSET MANAGEMENT LP
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-08
KMB
KIMBERLY-CLARK CORP
0.13%
Shares760
Event2026-03-31
Filed2026-04-08
CMI
CUMMINS INC
0.00%
Shares131
Event2026-03-31
Filed2026-04-08
MS
MORGAN STANLEY
-3.67%
Shares420
Event2026-03-31
Filed2026-04-08
XLK
SELECT SECTOR SPDR TR
0.00%
Shares520
Event2026-03-31
Filed2026-04-08
VOT
VANGUARD INDEX FDS
0.00%
Shares249
Event2026-03-31
Filed2026-04-08
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares425
Event2026-03-31
Filed2026-04-08
VIG
VANGUARD SPECIALIZED FUNDS
171.00%
Shares271
Event2026-03-31
Filed2026-04-08
SCHG
SCHWAB STRATEGIC TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-08
WBD
WARNER BROS DISCOVERY INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-08
SLV
ISHARES SILVER TR
0.00%
Shares720
Event2026-03-31
Filed2026-04-08
KLAC
KLA CORP
0.00%
Shares33
Event2026-03-31
Filed2026-04-08
CSCO
CISCO SYS INC
0.00%
Shares604
Event2026-03-31
Filed2026-04-08
COP
CONOCOPHILLIPS
-17.97%
Shares347
Event2026-03-31
Filed2026-04-08
GE AEROSPACE
GE AEROSPACE
0.00%
Shares159
Event2026-03-31
Filed2026-04-08
AMAT
APPLIED MATLS INC
3.15%
Shares131
Event2026-03-31
Filed2026-04-08
RCL
ROYAL CARIBBEAN GROUP
0.62%
Shares162
Event2026-03-31
Filed2026-04-08
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-0.22%
Shares447
Event2026-03-31
Filed2026-04-08
PPG
PPG INDS INC
0.25%
Shares407
Event2026-03-31
Filed2026-04-08
ELV
ELEVANCE HEALTH INC FORMERLY
-1.99%
Shares148
Event2026-03-31
Filed2026-04-08
KO
COCA COLA CO
0.00%
Shares568
Event2026-03-31
Filed2026-04-08
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
0.19%
Shares541
Event2026-03-31
Filed2026-04-08
COF
CAPITAL ONE FINL CORP
-0.91%
Shares217
Event2026-03-31
Filed2026-04-08
GEV
GE VERNOVA INC
0.00%
Shares45
Event2026-03-31
Filed2026-04-08
CGDV
CAPITAL GROUP DIVIDEND VALUE
New
Shares909
Event2026-03-31
Filed2026-04-08
TOL
TOLL BROTHERS INC
0.00%
Shares280
Event2026-03-31
Filed2026-04-08
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
0.00%
Shares97
Event2026-03-31
Filed2026-04-08
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-08
SLB
SLB LIMITED
1.24%
Shares733
Event2026-03-31
Filed2026-04-08
CGGO
CAPITAL GROUP GBL GROWTH EQT
New
Shares1.1K
Event2026-03-31
Filed2026-04-08
TJX
TJX COS INC NEW
0.00%
Shares233
Event2026-03-31
Filed2026-04-08
BDX
BECTON DICKINSON & CO
0.43%
Shares234
Event2026-03-31
Filed2026-04-08
IBIT
ISHARES BITCOIN TRUST ETF
391.67%
Shares944
Event2026-03-31
Filed2026-04-08
OHI
OMEGA HEALTHCARE INVS INC
0.00%
Shares800
Event2026-03-31
Filed2026-04-08
PLTR
PALANTIR TECHNOLOGIES INC
-0.42%
Shares239
Event2026-03-31
Filed2026-04-08
IVES
WEDBUSH SER TR
New
Shares1.2K
Event2026-03-31
Filed2026-04-08
YUM
YUM BRANDS INC
0.00%
Shares222
Event2026-03-31
Filed2026-04-08
VO
VANGUARD INDEX FDS
0.00%
Shares120
Event2026-03-31
Filed2026-04-08
EATON CORP PLC
EATON CORP PLC
0.00%
Shares94
Event2026-03-31
Filed2026-04-08
ACWI
ISHARES TR
-25.54%
Shares242
Event2026-03-31
Filed2026-04-08
DE
DEERE & CO
0.00%
Shares59
Event2026-03-31
Filed2026-04-08
BWXT
BWX TECHNOLOGIES INC
0.00%
Shares161
Event2026-03-31
Filed2026-04-08
SCZ
ISHARES TR
0.00%
Shares405
Event2026-03-31
Filed2026-04-08
PFE
PFIZER INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-08
COST
COSTCO WHOLESALE CORPORATION
0.00%
Shares31
Event2026-03-31
Filed2026-04-08
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares50
Event2026-03-31
Filed2026-04-08
SNPS
SYNOPSYS INC
2.67%
Shares77
Event2026-03-31
Filed2026-04-08
VBK
VANGUARD INDEX FDS
0.00%
Shares99
Event2026-03-31
Filed2026-04-08
MU
MICRON TECHNOLOGY INC
2.38%
Shares86
Event2026-03-31
Filed2026-04-08
CAT
CATERPILLAR INC
0.00%
Shares41
Event2026-03-31
Filed2026-04-08
PM
PHILIP MORRIS INTL INC
0.00%
Shares172
Event2026-03-31
Filed2026-04-08
SCHX
SCHWAB STRATEGIC TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-08
PGR
PROGRESSIVE CORP
-1.46%
Shares135
Event2026-03-31
Filed2026-04-08
SCHV
SCHWAB STRATEGIC TR
0.00%
Shares876
Event2026-03-31
Filed2026-04-08
ETG
EATON VANCE TX ADV GLBL DIV
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-08
MDLZ
MONDELEZ INTL INC
1.78%
Shares457
Event2026-03-31
Filed2026-04-08
BLACKROCK INC
BLACKROCK INC
0.00%
Shares27
Event2026-03-31
Filed2026-04-08
GLW
CORNING INC
0.00%
Shares190
Event2026-03-31
Filed2026-04-08
AMP
AMERIPRISE FINL INC
0.00%
Shares57
Event2026-03-31
Filed2026-04-08
KKR & CO INC
KKR & CO INC
-0.73%
Shares273
Event2026-03-31
Filed2026-04-08
LAM RESEARCH CORP
LAM RESEARCH CORP
1.72%
Shares118
Event2026-03-31
Filed2026-04-08
UNH
UNITEDHEALTH GROUP INC
0.00%
Shares93
Event2026-03-31
Filed2026-04-08
TER
TERADYNE INC
1.20%
Shares84
Event2026-03-31
Filed2026-04-08
NFLX
NETFLIX INC.
-3.01%
Shares258
Event2026-03-31
Filed2026-04-08
NOBL
PROSHARES TR
0.00%
Shares228
Event2026-03-31
Filed2026-04-08
BSCQ
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-08
CARR
CARRIER GLOBAL CORPORATION
-0.23%
Shares428
Event2026-03-31
Filed2026-04-08
BA
BOEING CO
0.00%
Shares117
Event2026-03-31
Filed2026-04-08
AJG
GALLAGHER ARTHUR J & CO
-0.93%
Shares107
Event2026-03-31
Filed2026-04-08
AR
ANTERO RESOURCES CORP
-0.56%
Shares534
Event2026-03-31
Filed2026-04-08
SNA
SNAP ON INC
0.00%
Shares62
Event2026-03-31
Filed2026-04-08
DGRO
ISHARES TR
0.00%
Shares316
Event2026-03-31
Filed2026-04-08
HWM
HOWMET AEROSPACE INC
0.00%
Shares96
Event2026-03-31
Filed2026-04-08
RTX
RTX CORPORATION
-1.72%
Shares114
Event2026-03-31
Filed2026-04-08
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares25
Event2026-03-31
Filed2026-04-08
BKNG
BOOKING HOLDINGS INC
25.00%
Shares5
Event2026-03-31
Filed2026-04-08
SPYM
SPDR SERIES TRUST
0.00%
Shares270
Event2026-03-31
Filed2026-04-08
DIS
DISNEY WALT CO
-1.89%
Shares208
Event2026-03-31
Filed2026-04-08
JPEF
J P MORGAN EXCHANGE TRADED F
0.00%
Shares278
Event2026-03-31
Filed2026-04-08
WMB
WILLIAMS COS INC
0.00%
Shares273
Event2026-03-31
Filed2026-04-08
XLV
SELECT SECTOR SPDR TR
0.00%
Shares135
Event2026-03-31
Filed2026-04-08
BFS
SAUL CTRS INC
0.00%
Shares600
Event2026-03-31
Filed2026-04-08
FIW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares187
Event2026-03-31
Filed2026-04-08
AMERICA MOVIL SAB DE CV
AMERICA MOVIL SAB DE CV
0.00%
Shares748
Event2026-03-31
Filed2026-04-08
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares100
Event2026-03-31
Filed2026-04-08
KHC
KRAFT HEINZ CO
0.12%
Shares829
Event2026-03-31
Filed2026-04-08
VLO
VALERO ENERGY CORP
0.00%
Shares75
Event2026-03-31
Filed2026-04-08
EEM
ISHARES TR
0.00%
Shares326
Event2026-03-31
Filed2026-04-08
QCOM
QUALCOMM INC
-4.03%
Shares143
Event2026-03-31
Filed2026-04-08
CTVA
CORTEVA INC
0.46%
Shares219
Event2026-03-31
Filed2026-04-08
INTU
INTUIT
-6.67%
Shares42
Event2026-03-31
Filed2026-04-08
FNDA
SCHWAB STRATEGIC TR
0.00%
Shares558
Event2026-03-31
Filed2026-04-08
QQQM
INVESCO EXCH TRADED FD TR II
0.00%
Shares75
Event2026-03-31
Filed2026-04-08
ADI
ANALOG DEVICES INC
0.00%
Shares56
Event2026-03-31
Filed2026-04-08
ETV
EATON VANCE TAX-MANAGED BUY-
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-08
VTIP
VANGUARD MALVERN FDS
101.71%
Shares353
Event2026-03-31
Filed2026-04-08
SILA
SILA REALTY TRUST INC
0.00%
Shares735
Event2026-03-31
Filed2026-04-08
PLD
PROLOGIS INC.
0.00%
Shares130
Event2026-03-31
Filed2026-04-08
OVV
OVINTIV INC
-0.35%
Shares286
Event2026-03-31
Filed2026-04-08
CRM
SALESFORCE INC
-6.38%
Shares88
Event2026-03-31
Filed2026-04-08
TD
TORONTO DOMINION BK ONT
0.00%
Shares175
Event2026-03-31
Filed2026-04-08
AMGN
AMGEN INC
2.22%
Shares46
Event2026-03-31
Filed2026-04-08
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares290
Event2026-03-31
Filed2026-04-08
WPC
WP CAREY INC
0.00%
Shares227
Event2026-03-31
Filed2026-04-08
XEL
XCEL ENERGY INC
0.00%
Shares192
Event2026-03-31
Filed2026-04-08
LMT
LOCKHEED MARTIN CORP
0.00%
Shares25
Event2026-03-31
Filed2026-04-08
IJT
ISHARES TR
0.00%
Shares104
Event2026-03-31
Filed2026-04-08
BLACKSTONE INC
BLACKSTONE INC
-0.77%
Shares129
Event2026-03-31
Filed2026-04-08
AXP
AMERICAN EXPRESS CO
-3.92%
Shares49
Event2026-03-31
Filed2026-04-08
ABT
ABBOTT LABORATORIES
-4.00%
Shares144
Event2026-03-31
Filed2026-04-08
CIBR
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares235
Event2026-03-31
Filed2026-04-08
DIVO
AMPLIFY ETF TR
0.00%
Shares325
Event2026-03-31
Filed2026-04-08
SNY
SANOFI SA
0.00%
Shares299
Event2026-03-31
Filed2026-04-08
NBIS
NEBIUS GROUP N.V.
New
Shares138
Event2026-03-31
Filed2026-04-08
IBN
ICICI BANK LIMITED
0.00%
Shares550
Event2026-03-31
Filed2026-04-08
GILD
GILEAD SCIENCES INC
0.00%
Shares102
Event2026-03-31
Filed2026-04-08
DAL
DELTA AIR LINES INC
0.00%
Shares213
Event2026-03-31
Filed2026-04-08
FLEX
FLEXTRONICS INTL LTD
-0.47%
Shares212
Event2026-03-31
Filed2026-04-08
WDC
WESTERN DIGITAL CORP
0.00%
Shares51
Event2026-03-31
Filed2026-04-08
FIX
COMFORT SYS USA INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-08
PH
PARKER-HANNIFIN CORP
0.00%
Shares15
Event2026-03-31
Filed2026-04-08
MTB
M & T BK CORP
0.00%
Shares64
Event2026-03-31
Filed2026-04-08
IJK
ISHARES TR
0.00%
Shares132
Event2026-03-31
Filed2026-04-08
BMY
BRISTOL-MYERS SQUIBB CO
8.04%
Shares215
Event2026-03-31
Filed2026-04-08
IJS
ISHARES TR
0.00%
Shares110
Event2026-03-31
Filed2026-04-08
CGW
INVESCO EXCH TRADED FD TR II
0.00%
Shares201
Event2026-03-31
Filed2026-04-08
F
FORD MTR CO
0.18%
Shares1.1K
Event2026-03-31
Filed2026-04-08
APH
AMPHENOL CORP
1.01%
Shares100
Event2026-03-31
Filed2026-04-08
FTCS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares135
Event2026-03-31
Filed2026-04-08
DG
DOLLAR GEN CORP
0.96%
Shares105
Event2026-03-31
Filed2026-04-08
LINDE PLC
LINDE PLC
0.00%
Shares25
Event2026-03-31
Filed2026-04-08
GRF
EAGLE CAP GROWTH FD INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-08
SPOT
SPOTIFY TECHNOLOGY S A
0.00%
Shares25
Event2026-03-31
Filed2026-04-08
MCK
MCKESSON CORP
0.00%
Shares14
Event2026-03-31
Filed2026-04-08
VRTX
VERTEX PHARMACEUTICALS INC
3.85%
Shares27
Event2026-03-31
Filed2026-04-08
CITIGROUP INC
CITIGROUP INC
-0.93%
Shares106
Event2026-03-31
Filed2026-04-08
GIS
GENERAL MILLS INC
-4.27%
Shares314
Event2026-03-31
Filed2026-04-08
APD
AIR PRODUCTS AND CHEMICALS I
5.26%
Shares40
Event2026-03-31
Filed2026-04-08
AME
AMETEK INC
0.00%
Shares54
Event2026-03-31
Filed2026-04-08
APP
APPLOVIN CORP
0.00%
Shares29
Event2026-03-31
Filed2026-04-08
TRV
TRAVELERS COMPANIES INC
0.00%
Shares39
Event2026-03-31
Filed2026-04-08
CVS
CVS HEALTH CORP
-0.63%
Shares157
Event2026-03-31
Filed2026-04-08
THO
THOR INDS INC
0.71%
Shares141
Event2026-03-31
Filed2026-04-08
NEM
NEWMONT CORP
0.99%
Shares102
Event2026-03-31
Filed2026-04-08
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares16
Event2026-03-31
Filed2026-04-08
BSCR
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares555
Event2026-03-31
Filed2026-04-08
WAT
WATERS CORP
300.00%
Shares36
Event2026-03-31
Filed2026-04-08
CRWV
COREWEAVE INC
0.00%
Shares135
Event2026-03-31
Filed2026-04-08
UNP
UNION PAC CORP
0.00%
Shares43
Event2026-03-31
Filed2026-04-08
PWR
QUANTA SVCS INC
0.00%
Shares19
Event2026-03-31
Filed2026-04-08
GM
GENERAL MTRS CO
0.00%
Shares140
Event2026-03-31
Filed2026-04-08
KR
KROGER CO
0.00%
Shares143
Event2026-03-31
Filed2026-04-08
FNDX
SCHWAB STRATEGIC TR
0.00%
Shares369
Event2026-03-31
Filed2026-04-08
NATL
NCR ATLEOS CORPORATION
0.00%
Shares235
Event2026-03-31
Filed2026-04-08
URI
UNITED RENTALS INC
0.00%
Shares14
Event2026-03-31
Filed2026-04-08
THE CIGNA GROUP
THE CIGNA GROUP
2.70%
Shares38
Event2026-03-31
Filed2026-04-08
NCLH
NORWEGIAN CRUISE LINE HLDGS
0.37%
Shares541
Event2026-03-31
Filed2026-04-08
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-20.31%
Shares51
Event2026-03-31
Filed2026-04-08
IHI
ISHARES TR
0.00%
Shares189
Event2026-03-31
Filed2026-04-08
EXC
EXELON CORP
-0.49%
Shares203
Event2026-03-31
Filed2026-04-08
SRE
SEMPRA
0.00%
Shares102
Event2026-03-31
Filed2026-04-08
DHI
D R HORTON INC
0.00%
Shares72
Event2026-03-31
Filed2026-04-08
ARISTA NETWORKS INC
ARISTA NETWORKS INC
0.00%
Shares80
Event2026-03-31
Filed2026-04-08
VMC
VULCAN MATLS CO
0.00%
Shares36
Event2026-03-31
Filed2026-04-08
YUMC
YUM CHINA HLDGS INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-08
ROST
ROSS STORES INC
0.00%
Shares45
Event2026-03-31
Filed2026-04-08
TMUS
T-MOBILE US INC
0.00%
Shares46
Event2026-03-31
Filed2026-04-08
EME
EMCOR GROUP INC
0.00%
Shares13
Event2026-03-31
Filed2026-04-08
TXN
TEXAS INSTRS INC
0.00%
Shares48
Event2026-03-31
Filed2026-04-08
SCHF
SCHWAB STRATEGIC TR
0.00%
Shares374
Event2026-03-31
Filed2026-04-08
ALAB
ASTERA LABS INC
New
Shares83
Event2026-03-31
Filed2026-04-08
MSA
MSA SAFETY INC
0.00%
Shares55
Event2026-03-31
Filed2026-04-08
COPX
GLOBAL X FDS
0.00%
Shares117
Event2026-03-31
Filed2026-04-08
CIEN
CIENA CORP
0.00%
Shares23
Event2026-03-31
Filed2026-04-08
CDNS
CADENCE DESIGN SYSTEM INC
0.00%
Shares32
Event2026-03-31
Filed2026-04-08
PRU
PRUDENTIAL FINL INC
-2.15%
Shares91
Event2026-03-31
Filed2026-04-08
BSCS
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares433
Event2026-03-31
Filed2026-04-08
GWW
WW GRAINGER INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-08
GPC
GENUINE PARTS CO
0.00%
Shares81
Event2026-03-31
Filed2026-04-08
JBL
JABIL INC
0.00%
Shares32
Event2026-03-31
Filed2026-04-08
ORLY
OREILLY AUTOMOTIVE INC
-1.08%
Shares92
Event2026-03-31
Filed2026-04-08
BBY
BEST BUY INC
0.00%
Shares129
Event2026-03-31
Filed2026-04-08
CCL
CARNIVAL CORP
5.02%
Shares314
Event2026-03-31
Filed2026-04-08
TDG
TRANSDIGM GROUP INC
0.00%
Shares7
Event2026-03-31
Filed2026-04-08
FTC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares87
Event2026-03-31
Filed2026-04-08
VRT
VERTIV HOLDINGS CO
-25.58%
Shares32
Event2026-03-31
Filed2026-04-08
IAT
ISHARES TR
0.00%
Shares148
Event2026-03-31
Filed2026-04-08
HOOD
ROBINHOOD MKTS INC
-2.56%
Shares114
Event2026-03-31
Filed2026-04-08
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares41
Event2026-03-31
Filed2026-04-08
UBER
UBER TECHNOLOGIES INC
1.87%
Shares109
Event2026-03-31
Filed2026-04-08
WM
WASTE MGMT INC DEL
0.00%
Shares34
Event2026-03-31
Filed2026-04-08
SCHW
SCHWAB CHARLES CORP
0.00%
Shares83
Event2026-03-31
Filed2026-04-08
JCI
JOHNSON CONTROLS INTERNATION
13.46%
Shares59
Event2026-03-31
Filed2026-04-08
HCA
HCA HEALTHCARE INC
0.00%
Shares16
Event2026-03-31
Filed2026-04-08
AFL
AFLAC INC
0.00%
Shares68
Event2026-03-31
Filed2026-04-08
ECL
ECOLAB INC
0.00%
Shares28
Event2026-03-31
Filed2026-04-08
STLD
STEEL DYNAMICS INC
0.00%
Shares41
Event2026-03-31
Filed2026-04-08
LNG
CHENIERE ENERGY INC
4.00%
Shares26
Event2026-03-31
Filed2026-04-08
QQEW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares58
Event2026-03-31
Filed2026-04-08
XLE
SELECT SECTOR SPDR TR
81.82%
Shares120
Event2026-03-31
Filed2026-04-08
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.00%
Shares100
Event2026-03-31
Filed2026-04-08
NRG
NRG ENERGY INC
-3.85%
Shares50
Event2026-03-31
Filed2026-04-08
BSX
BOSTON SCIENTIFIC CORP
-6.45%
Shares116
Event2026-03-31
Filed2026-04-08
PCAR
PACCAR INC
0.00%
Shares63
Event2026-03-31
Filed2026-04-08
TRGP
TARGA RES CORP
0.00%
Shares29
Event2026-03-31
Filed2026-04-08
CAH
CARDINAL HEALTH INC
0.00%
Shares34
Event2026-03-31
Filed2026-04-08
UTHR
UNITED THERAPEUTICS CORP DEL
0.00%
Shares12
Event2026-03-31
Filed2026-04-08
VHT
VANGUARD WORLD FD
0.00%
Shares26
Event2026-03-31
Filed2026-04-08
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares27
Event2026-03-31
Filed2026-04-08
FTI
TECHNIPFMC PLC
-0.98%
Shares101
Event2026-03-31
Filed2026-04-08
BSCU
INVESCO EXCH TRD SLF IDX FD
New
Shares416
Event2026-03-31
Filed2026-04-08
TMO
THERMO FISHER SCIENTIFIC INC
-73.58%
Shares14
Event2026-03-31
Filed2026-04-08
UAL
UNITED AIRLS HLDGS INC
0.00%
Shares74
Event2026-03-31
Filed2026-04-08
CW
CURTISS WRIGHT CORP
0.00%
Shares10
Event2026-03-31
Filed2026-04-08
SPGI
S&P GLOBAL INC
-5.88%
Shares16
Event2026-03-31
Filed2026-04-08
AZO
AUTOZONE INC
0.00%
Shares2
Event2026-03-31
Filed2026-04-08
PSX
PHILLIPS 66
0.00%
Shares37
Event2026-03-31
Filed2026-04-08
EOG
EOG RES INC
-6.12%
Shares46
Event2026-03-31
Filed2026-04-08
EBAY
EBAY INC.
0.00%
Shares73
Event2026-03-31
Filed2026-04-08
CTAS
CINTAS CORP
0.00%
Shares39
Event2026-03-31
Filed2026-04-08
SCHE
SCHWAB STRATEGIC TR
0.00%
Shares200
Event2026-03-31
Filed2026-04-08
CASY
CASEYS GEN STORES INC
0.00%
Shares9
Event2026-03-31
Filed2026-04-08
MSI
MOTOROLA SOLUTIONS INC
15.38%
Shares15
Event2026-03-31
Filed2026-04-08
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares14
Event2026-03-31
Filed2026-04-08
ALL
ALLSTATE CORP
0.00%
Shares31
Event2026-03-31
Filed2026-04-08
BSCT
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares343
Event2026-03-31
Filed2026-04-08
HUBBELL INC
HUBBELL INC
0.00%
Shares13
Event2026-03-31
Filed2026-04-08
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares47
Event2026-03-31
Filed2026-04-08
RITM
RITHM CAPITAL CORP
0.00%
Shares670
Event2026-03-31
Filed2026-04-08
QQQJ
INVESCO EXCH TRADED FD TR II
0.00%
Shares175
Event2026-03-31
Filed2026-04-08
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
8.00%
Shares27
Event2026-03-31
Filed2026-04-08
FXH
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares57
Event2026-03-31
Filed2026-04-08
WAB
WABTEC
0.00%
Shares25
Event2026-03-31
Filed2026-04-08
MAR
MARRIOTT INTL INC NEW
5.56%
Shares19
Event2026-03-31
Filed2026-04-08
CME
CME GROUP INC
0.00%
Shares21
Event2026-03-31
Filed2026-04-08
WSM
WILLIAMS SONOMA INC
0.00%
Shares34
Event2026-03-31
Filed2026-04-08
GEHC
GE HEALTHCARE TECHNOLOGIES I
-1.14%
Shares87
Event2026-03-31
Filed2026-04-08
FAST
FASTENAL CO
0.00%
Shares133
Event2026-03-31
Filed2026-04-08
IYH
ISHARES TR
0.00%
Shares100
Event2026-03-31
Filed2026-04-08
RGA
REINSURANCE GROUP AMER INC
0.00%
Shares30
Event2026-03-31
Filed2026-04-08
TFC
TRUIST FINL CORP
2.31%
Shares133
Event2026-03-31
Filed2026-04-08
MTZ
MASTEC INC
0.00%
Shares19
Event2026-03-31
Filed2026-04-08
MMM
3M CO
23.53%
Shares42
Event2026-03-31
Filed2026-04-08
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares70
Event2026-03-31
Filed2026-04-08
CHTR
CHARTER COMMUNICATIONS INC
0.00%
Shares28
Event2026-03-31
Filed2026-04-08
VST
VISTRA CORP
0.00%
Shares40
Event2026-03-31
Filed2026-04-08
TGT
TARGET CORP
345.45%
Shares49
Event2026-03-31
Filed2026-04-08
CBOE
CBOE GLOBAL MKTS INC
0.00%
Shares21
Event2026-03-31
Filed2026-04-08
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.00%
Shares28
Event2026-03-31
Filed2026-04-08
TIZIANA LIFE SCIENCES LTD
TIZIANA LIFE SCIENCES LTD
New
Shares5.0K
Event2026-03-31
Filed2026-04-08
SBUX
STARBUCKS CORP
4.84%
Shares65
Event2026-03-31
Filed2026-04-08
PHM
PULTE GROUP INC
0.00%
Shares49
Event2026-03-31
Filed2026-04-08
DELL
DELL TECHNOLOGIES INC
0.00%
Shares34
Event2026-03-31
Filed2026-04-08
AIG
AMERICAN INTL GROUP INC
-1.32%
Shares75
Event2026-03-31
Filed2026-04-08
LITE
LUMENTUM HLDGS INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-08
PANW
PALO ALTO NETWORKS INC
-2.78%
Shares35
Event2026-03-31
Filed2026-04-08
SYK
STRYKER CORPORATION
-5.56%
Shares17
Event2026-03-31
Filed2026-04-08
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares5
Event2026-03-31
Filed2026-04-08
WTW
WILLIS TOWERS WATSON PLC LTD
-3.57%
Shares27
Event2026-03-31
Filed2026-04-08
SMA
SMARTSTOP SELF STORAG REIT I
0.00%
Shares179
Event2026-03-31
Filed2026-04-08
FICO
FAIR ISAAC CORP
-16.67%
Shares5
Event2026-03-31
Filed2026-04-08
EA
ELECTRONIC ARTS INC
0.00%
Shares26
Event2026-03-31
Filed2026-04-08
RSG
REPUBLIC SVCS INC
0.00%
Shares24
Event2026-03-31
Filed2026-04-08
MCO
MOODYS CORP
0.00%
Shares12
Event2026-03-31
Filed2026-04-08
AON PLC
AON PLC
-11.11%
Shares16
Event2026-03-31
Filed2026-04-08
SHW
SHERWIN WILLIAMS CO
0.00%
Shares16
Event2026-03-31
Filed2026-04-08
FNDE
SCHWAB STRATEGIC TR
0.00%
Shares134
Event2026-03-31
Filed2026-04-08
CRS
CARPENTER TECHNOLOGY CORP
0.00%
Shares13
Event2026-03-31
Filed2026-04-08
DHR
DANAHER CORP DEL
-12.90%
Shares27
Event2026-03-31
Filed2026-04-08
LPLA
LPL FINL HLDGS INC
0.00%
Shares17
Event2026-03-31
Filed2026-04-08
KEYS
KEYSIGHT TECHNOLOGIES INC
0.00%
Shares18
Event2026-03-31
Filed2026-04-08
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares32
Event2026-03-31
Filed2026-04-08
PARAMOUNT SKYDANCE CORP
PARAMOUNT SKYDANCE CORP
-2.30%
Shares552
Event2026-03-31
Filed2026-04-08
DKL
DELEK LOGISTICS PARTNERS LP
0.00%
Shares100
Event2026-03-31
Filed2026-04-08
CRH PLC
CRH PLC
-2.08%
Shares47
Event2026-03-31
Filed2026-04-08
NXPI
NXP SEMICONDUCTORS N V
-7.41%
Shares25
Event2026-03-31
Filed2026-04-08
NUE
NUCOR CORP
3.57%
Shares29
Event2026-03-31
Filed2026-04-08
GRMN
GARMIN LTD
0.00%
Shares21
Event2026-03-31
Filed2026-04-08
RS
RELIANCE INC
0.00%
Shares16
Event2026-03-31
Filed2026-04-08
MMC
MARSH & MCLENNAN COS INC
-3.45%
Shares28
Event2026-03-31
Filed2026-04-08
FXG
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares76
Event2026-03-31
Filed2026-04-08
ACGL
ARCH CAP GROUP LTD
0.00%
Shares50
Event2026-03-31
Filed2026-04-08
CRCL
CIRCLE INTERNET GROUP INC
0.00%
Shares50
Event2026-03-31
Filed2026-04-08
WWD
WOODWARD INC
8.33%
Shares13
Event2026-03-31
Filed2026-04-08
SHEL
SHELL PLC
0.00%
Shares50
Event2026-03-31
Filed2026-04-08
BKR
BAKER HUGHES COMPANY
0.00%
Shares76
Event2026-03-31
Filed2026-04-08
REGN
REGENERON PHARMACEUTICALS
0.00%
Shares6
Event2026-03-31
Filed2026-04-08
PHK
PIMCO HIGH INCOME FD
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-08
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-55.91%
Shares41
Event2026-03-31
Filed2026-04-08
CF
CF INDUSTRIES HOLD
-2.78%
Shares35
Event2026-03-31
Filed2026-04-08
OKE
ONEOK INC NEW
6.38%
Shares50
Event2026-03-31
Filed2026-04-08
IDXX
IDEXX LABS INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-08
SYF
SYNCHRONY FINANCIAL
0.00%
Shares66
Event2026-03-31
Filed2026-04-08
USFD
US FOODS HLDG CORP
0.00%
Shares48
Event2026-03-31
Filed2026-04-08
FTNT
FORTINET INC
-6.90%
Shares54
Event2026-03-31
Filed2026-04-08
FCX
FREEPORT MCMORAN INC
5.63%
Shares75
Event2026-03-31
Filed2026-04-08
RJF
RAYMOND JAMES FINL INC
-3.23%
Shares30
Event2026-03-31
Filed2026-04-08
CBRE
CBRE GROUP INC
0.00%
Shares32
Event2026-03-31
Filed2026-04-08
ADSK
AUTODESK INC
-10.00%
Shares18
Event2026-03-31
Filed2026-04-08
PKG
PACKAGING CORP AMER
0.00%
Shares20
Event2026-03-31
Filed2026-04-08
TDY
TELEDYNE TECHNOLOGIES INC
0.00%
Shares7
Event2026-03-31
Filed2026-04-08
STT
STATE STR CORP
0.00%
Shares33
Event2026-03-31
Filed2026-04-08
MATCH GROUP INC NEW
MATCH GROUP INC NEW
1.50%
Shares135
Event2026-03-31
Filed2026-04-08
ARCC
ARES CAPITAL CORP
0.00%
Shares230
Event2026-03-31
Filed2026-04-08
AMT
AMERICAN TOWER CORP
0.00%
Shares24
Event2026-03-31
Filed2026-04-08
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares12
Event2026-03-31
Filed2026-04-08
ODFL
OLD DOMINION FREIGHT LINE IN
23.53%
Shares21
Event2026-03-31
Filed2026-04-08
CVNA
CARVANA CO
0.00%
Shares13
Event2026-03-31
Filed2026-04-08
ATO
ATMOS ENERGY CORP
0.00%
Shares22
Event2026-03-31
Filed2026-04-08
NTRS
NORTHERN TR CORP
0.00%
Shares29
Event2026-03-31
Filed2026-04-08
ETR
ENTERGY CORP NEW
0.00%
Shares36
Event2026-03-31
Filed2026-04-08
CL
COLGATE PALMOLIVE CO
9.30%
Shares47
Event2026-03-31
Filed2026-04-08
CSL
CARLISLE COS INC
9.09%
Shares12
Event2026-03-31
Filed2026-04-08
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares87
Event2026-03-31
Filed2026-04-08
SCHA
SCHWAB STRATEGIC TR
0.00%
Shares137
Event2026-03-31
Filed2026-04-08
DOV
DOVER CORP
0.00%
Shares19
Event2026-03-31
Filed2026-04-08
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares20
Event2026-03-31
Filed2026-04-08
HSY
HERSHEY CO
11.76%
Shares19
Event2026-03-31
Filed2026-04-08
XYL
XYLEM INC
0.00%
Shares33
Event2026-03-31
Filed2026-04-08
KRP
KIMBELL RTY PARTNERS LP
0.00%
Shares272
Event2026-03-31
Filed2026-04-08
CINF
CINCINNATI FINL CORP
0.00%
Shares25
Event2026-03-31
Filed2026-04-08
ATI
ATI INC
12.50%
Shares27
Event2026-03-31
Filed2026-04-08
CRWD
CROWDSTRIKE HLDGS INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-08
XPO
XPO INC
0.00%
Shares20
Event2026-03-31
Filed2026-04-08
ADBE
ADOBE INC
-23.81%
Shares16
Event2026-03-31
Filed2026-04-08
UNM
UNUM GROUP
0.00%
Shares53
Event2026-03-31
Filed2026-04-08
OMC
OMNICOM GROUP INC
18.60%
Shares51
Event2026-03-31
Filed2026-04-08
WCC
WESCO INTL INC
0.00%
Shares14
Event2026-03-31
Filed2026-04-08
TPL
TEXAS PACIFIC LAND CORPORATI
0.00%
Shares8
Event2026-03-31
Filed2026-04-08
CORPAY INC
CORPAY INC
0.00%
Shares13
Event2026-03-31
Filed2026-04-08
TWLO
TWILIO INC
-3.23%
Shares30
Event2026-03-31
Filed2026-04-08
MSCI
MSCI INC
0.00%
Shares7
Event2026-03-31
Filed2026-04-08
SO
SOUTHERN CO
0.00%
Shares39
Event2026-03-31
Filed2026-04-08
FSLR
FIRST SOLAR INC
0.00%
Shares19
Event2026-03-31
Filed2026-04-08
CLH
CLEAN HARBORS INC
0.00%
Shares13
Event2026-03-31
Filed2026-04-08
DRI
DARDEN RESTAURANTS INC
0.00%
Shares19
Event2026-03-31
Filed2026-04-08
DGX
QUEST DIAGNOSTICS INC
0.00%
Shares19
Event2026-03-31
Filed2026-04-08
WRB
BERKLEY W R CORP
0.00%
Shares56
Event2026-03-31
Filed2026-04-08
EXPE
EXPEDIA GROUP INC
0.00%
Shares16
Event2026-03-31
Filed2026-04-08
APA CORPORATION
APA CORPORATION
-2.25%
Shares87
Event2026-03-31
Filed2026-04-08
ULTA
ULTA BEAUTY INC
-12.50%
Shares7
Event2026-03-31
Filed2026-04-08
JLL
JONES LANG LASALLE INC
0.00%
Shares12
Event2026-03-31
Filed2026-04-08
NDAQ
NASDAQ INC
-2.27%
Shares43
Event2026-03-31
Filed2026-04-08
EWBC
EAST WEST BANCORP INC
0.00%
Shares34
Event2026-03-31
Filed2026-04-08
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares50
Event2026-03-31
Filed2026-04-08
HAL
HALLIBURTON CO
0.00%
Shares92
Event2026-03-31
Filed2026-04-08
BURL
BURLINGTON STORES INC
22.22%
Shares11
Event2026-03-31
Filed2026-04-08
RNR
RENAISSANCERE HLDGS LTD
0.00%
Shares12
Event2026-03-31
Filed2026-04-08
MLM
MARTIN MARIETTA MATLS INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-08
LYV
LIVE NATION ENTERTAINMENT IN
0.00%
Shares23
Event2026-03-31
Filed2026-04-08
DLTR
DOLLAR TREE INC
10.34%
Shares32
Event2026-03-31
Filed2026-04-08
MO
ALTRIA GROUP INC
-1.85%
Shares53
Event2026-03-31
Filed2026-04-08
CNP
CENTERPOINT ENERGY INC
0.00%
Shares81
Event2026-03-31
Filed2026-04-08
SYY
SYSCO CORP
-3.92%
Shares49
Event2026-03-31
Filed2026-04-08
MCHP
MICROCHIP TECHNOLOGY INC.
54.29%
Shares54
Event2026-03-31
Filed2026-04-08
FFIV
F5 INC
0.00%
Shares12
Event2026-03-31
Filed2026-04-08
LH
LABCORP HOLDINGS INC
0.00%
Shares13
Event2026-03-31
Filed2026-04-08
NSC
NORFOLK SOUTHN CORP
0.00%
Shares12
Event2026-03-31
Filed2026-04-08
BUNGE GLOBAL SA
BUNGE GLOBAL SA
12.50%
Shares27
Event2026-03-31
Filed2026-04-08
NKE
NIKE INC
30.00%
Shares65
Event2026-03-31
Filed2026-04-08
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares26
Event2026-03-31
Filed2026-04-08
THC
TENET HEALTHCARE CORP
0.00%
Shares18
Event2026-03-31
Filed2026-04-08
MEDP
MEDPACE HLDGS INC
0.00%
Shares7
Event2026-03-31
Filed2026-04-08
CFG
CITIZENS FINL GROUP INC
0.00%
Shares56
Event2026-03-31
Filed2026-04-08
CHRW
C H ROBINSON WORLDWIDE IN
5.26%
Shares20
Event2026-03-31
Filed2026-04-08
LUV
SOUTHWEST AIRLS CO
2.33%
Shares88
Event2026-03-31
Filed2026-04-08
TSCO
TRACTOR SUPPLY CO
-1.35%
Shares73
Event2026-03-31
Filed2026-04-08
AMKR
AMKOR TECHNOLOGY INC
40.38%
Shares73
Event2026-03-31
Filed2026-04-08
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares41
Event2026-03-31
Filed2026-04-08
CACI
CACI INTL INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-08
RBC
RBC BEARINGS INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-08
LII
LENNOX INTL INC
16.67%
Shares7
Event2026-03-31
Filed2026-04-08
PFG
PRINCIPAL FINANCIAL GROUP IN
0.00%
Shares36
Event2026-03-31
Filed2026-04-08
MLI
MUELLER INDS INC
0.00%
Shares29
Event2026-03-31
Filed2026-04-08
VSS
VANGUARD INTL EQUITY INDEX F
0.00%
Shares22
Event2026-03-31
Filed2026-04-08
NVT
NVENT ELEC PLC
8.00%
Shares27
Event2026-03-31
Filed2026-04-08
AEE
AMEREN CORP
26.09%
Shares29
Event2026-03-31
Filed2026-04-08
OXY
OCCIDENTAL PETE CORP
6.52%
Shares49
Event2026-03-31
Filed2026-04-08
JBHT
HUNT J B TRANS SVCS INC
0.00%
Shares15
Event2026-03-31
Filed2026-04-08
NTAP
NETAPP INC
0.00%
Shares31
Event2026-03-31
Filed2026-04-08
NI
NISOURCE INC
0.00%
Shares68
Event2026-03-31
Filed2026-04-08
ETHA
ISHARES ETHEREUM TR
0.00%
Shares200
Event2026-03-31
Filed2026-04-08
EXPD
EXPEDITORS INTL WASH INC
0.00%
Shares22
Event2026-03-31
Filed2026-04-08

Call Option Holdings
No call option holdings data available

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