Sponsored

The Analysis of Duncan Williams Asset Management, LLC's Holdings & P&L

Currently, Duncan Williams Asset Management, LLC holds 154 types of securities in its portfolio with a total value $360.7M. In the most recent quarter, they have increased their positions in AVNM (+33.6K shares, valued at $2.6M), KLAC (+515 shares, valued at $758.3K), NOW (+6.3K shares, valued at $656.1K); decreased their positions in N/A (-8.1K shares, valued at $4.7M), FHN (-129.1K shares, valued at $2.9M), VUG (-4.0K shares, valued at $1.8M); initiated new positions in KLAC (+515 shares, valued at $758.3K), NOW (+6.3K shares, valued at $656.1K), STZ (+3.2K shares, valued at $474.9K).

1M P&L

+14.8M+4.11%

3M P&L

-221.1M-37.10%

HY P&L

-204.5M-35.31%

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/A234.8M

71.3%

2Consumer Electronics14.7M

4.5%

3Banks - Regional8.9M

2.7%

Top Industries by Stock Count

1N/A51 stocks

37.5%

2Banks - Regional6 stocks

4.4%

3Drug Manufacturers - General6 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND507.8K shares-2.95%2026-03-312026-05-05

VUG VANGUARD GROWTH ETF99.0K shares-3.91%2026-03-312026-05-05

IUSV ISHARES CORE S&P US VALUE ETF270.5K shares-0.86%2026-03-312026-05-05

AVNM AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF313.9K shares12.00%2026-03-312026-05-05

AAPL APPLE INC57.8K shares4.66%2026-03-312026-05-05

VEA VANGUARD FTSE DEVELOPED MARKETS ETF183.8K shares1.07%2026-03-312026-05-05

GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF151.9K shares-2.62%2026-03-312026-05-05

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF16.5K shares0.38%2026-03-312026-05-05

Sponsored

VTV VANGUARD VALUE ETF46.7K shares-6.65%2026-03-312026-05-05

SCHD SCHWAB US DIVIDEND EQUITY ETF246.3K shares-13.68%2026-03-312026-05-05

VWO VANGUARD FTSE EMERGING MARKETS ETF133.0K shares1.11%2026-03-312026-05-05

VB VANGUARD SMALL-CAP ETF26.7K shares0.34%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW14.5K shares-0.84%2026-03-312026-05-05

MSFT MICROSOFT17.2K shares-3.34%2026-03-312026-05-05

AMZN AMAZON.COM INC23.5K shares-3.06%2026-03-312026-05-05

FHN FIRST HORIZON CORPORATION COM214.7K shares-37.55%2026-03-312026-05-05

Sponsored

XMHQ INVESCO S&P MIDCAP QUALITY ETF42.6K shares7.03%2026-03-312026-05-05

AZO AUTOZONE INC NEV1.2K shares-0.33%2026-03-312026-05-05

FDX FEDEX CORP11.4K shares-2.79%2026-03-312026-05-05

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF41.3K shares4.25%2026-03-312026-05-05

VO VANGUARD MID-CAP ETF12.9K shares0.66%2026-03-312026-05-05

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C12.0K shares-10.41%2026-03-312026-05-05

MA MASTERCARD INC6.3K shares-4.78%2026-03-312026-05-05

WMT WALMART INC COM24.2K shares-5.13%2026-03-312026-05-05

Sponsored

V VISA INC9.0K shares-6.60%2026-03-312026-05-05

SPY STATE STREET SPDR S&P 500 ETF4.1K shares-22.41%2026-03-312026-05-05

VIG VANGUARD DIVIDEND APPRECIATION ETF11.0K shares0.84%2026-03-312026-05-05

RF REGIONS FINANCIAL CORP NEW85.8K shares-3.47%2026-03-312026-05-05

CSM PROSHARES TR PSHS CS 130/3029.3K shares-7.71%2026-03-312026-05-05

POWERSHARES QQQ TR POWERSHARES QQQ TR3.3K shares-70.95%2026-03-312026-05-05

VONG VANGUARD RUSSELL 1000 GROWTH ETF14.5K shares-1.15%2026-03-312026-05-05

EGP EASTGROUP PPTYS INC8.3K shares0.00%2026-03-312026-05-05

Sponsored

JNJ JOHNSON & JOHNSON COM6.2K shares-2.68%2026-03-312026-05-05

MPC MARATHON PETE CORP6.2K shares-5.48%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD4.2K shares-11.59%2026-03-312026-05-05

EFG ISHARES MSCI EAFE GROWTH INDEX ETF11.8K shares-1.06%2026-03-312026-05-05

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF43.1K shares-2.50%2026-03-312026-05-05

TSLA TESLA MOTORS INC3.2K shares-0.76%2026-03-312026-05-05

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND23.0K shares-13.28%2026-03-312026-05-05

VXUS VANGUARD TOTAL INTL STOCK IDEX ETF15.5K shares-20.69%2026-03-312026-05-05

Sponsored

GOOGLE INC GOOGLE INC4.1K shares-0.34%2026-03-312026-05-05

IWP ISHARES RUSSELL MIDCAP GROWTH ETF9.2K shares-1.35%2026-03-312026-05-05

LLY ELI LILLY & CO COM1.3K shares-1.85%2026-03-312026-05-05

COST COSTCO WHOLESALE CORP1.2K shares-25.80%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP4.2K shares-4.12%2026-03-312026-05-05

FTNT FORTINET INC COM13.5K shares-5.26%2026-03-312026-05-05

BROADCOM INC COM BROADCOM INC COM3.5K shares99.89%2026-03-312026-05-05

ABBV ABBVIE INC COM5.0K shares-0.46%2026-03-312026-05-05

Sponsored

PINNACLE FINL PARTNERS INC COM PINNACLE FINL PARTNERS INC COM12.6K shares-2.83%2026-03-312026-05-05

NVDA NVIDIA CORPORATION COM6.2K shares-6.75%2026-03-312026-05-05

CIFR CIPHER DIGITAL INC COM82.7K shares36.69%2026-03-312026-05-05

CGMU CAPITAL GROUP MUNICIPAL INCOME ETF38.5K shares4.02%2026-03-312026-05-05

ASML ASML HLDG NV N Y REGISTRY SHS766 shares3.10%2026-03-312026-05-05

PDI PIMCO DYNAMIC INCOMEFD SHS58.1K shares3.59%2026-03-312026-05-05

GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF19.8K shares3.14%2026-03-312026-05-05

HD HOME DEPOT3.0K shares-0.67%2026-03-312026-05-05

Sponsored

DE DEERE & CO COM1.7K shares0.00%2026-03-312026-05-05

LINDE PLC SHS LINDE PLC SHS1.9K shares-7.41%2026-03-312026-05-05

AMGN AMGEN INC2.6K shares0.11%2026-03-312026-05-05

RMD RESMED INC COM4.1K shares-8.51%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC1.1K shares0.19%2026-03-312026-05-05

VBK VANGUARD SMALL-CAP GROWTH ETF3.0K shares-1.45%2026-03-312026-05-05

PG PROCTER & GAMBLE CO COM6.1K shares-0.44%2026-03-312026-05-05

XOM EXXON MOBIL CORP COM5.1K shares-30.93%2026-03-312026-05-05

Sponsored

MERCK & CO INC MERCK & CO INC7.1K shares-3.05%2026-03-312026-05-05

RRBI RED RIVER BANCSHARES INC COM9.1K shares0.00%2026-03-312026-05-05

ACCENTURE LTD BERMUDA CL A ACCENTURE LTD BERMUDA CL A4.1K shares-7.98%2026-03-312026-05-05

NEM NEWMONT CORP COM7.4K shares-17.57%2026-03-312026-05-05

JAAA JANUS HENDERSON AAA CLO ETF15.4K shares0.78%2026-03-312026-05-05

KLAC KLA-TENCOR CORP515 sharesnew addition2026-03-312026-05-05

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF8.5K shares0.62%2026-03-312026-05-05

BN BROOKFIELD ASSET MGMT INC COM VOTING18.4K shares-8.38%2026-03-312026-05-05

Sponsored

KKR & CO INC COM KKR & CO INC COM7.7K shares-21.04%2026-03-312026-05-05

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT3.7K shares-0.03%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC COM3.4K shares-21.07%2026-03-312026-05-05

APLS APELLIS PHARMACEUTICALS INC COM17.0K shares0.00%2026-03-312026-05-05

PRTA PROTHENA CORP PLC SHS70.3K shares0.00%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP COM1.0K shares0.00%2026-03-312026-05-05

NOW SERVICENOW INC COM6.3K sharesnew addition2026-03-312026-05-05

IBM INTL BUSINESS MACHINES2.7K shares-2.46%2026-03-312026-05-05

Sponsored

EFA ISHARES MSCI EAFE ETF6.6K shares0.00%2026-03-312026-05-05

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND6.6K shares-15.20%2026-03-312026-05-05

WM WASTE MANAGEMENT INC2.5K shares0.00%2026-03-312026-05-05

TMUS T-MOBILE US INC COM2.8K shares-5.78%2026-03-312026-05-05

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF2.5K shares0.00%2026-03-312026-05-05

ZYMEWORKS INC COM ZYMEWORKS INC COM22.1K shares0.00%2026-03-312026-05-05

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM1.6K shares0.00%2026-03-312026-05-05

MNA NYLI MERGER ARBITRAGE ETF15.0K shares-1.60%2026-03-312026-05-05

Sponsored

VICI VICI PPTYS INC COM19.9K shares-9.97%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO COM1.8K shares-2.48%2026-03-312026-05-05

MELI MERCADOLIBRE INC COM309 shares0.32%2026-03-312026-05-05

NVTS NAVITAS SEMICONDUCTOR CORP COM60.0K shares0.00%2026-03-312026-05-05

DIA SPDR DOW JONES INDUSTRIAL ETF1.1K shares-52.39%2026-03-312026-05-05

DHR DANAHER CORP2.8K shares0.04%2026-03-312026-05-05

META META PLATFORMS INC CL A852 shares-1.27%2026-03-312026-05-05

MGV VANGUARD MEGA CAP VALUE ETF3.4K shares0.00%2026-03-312026-05-05

Sponsored

STZ CONSTELLATION BRANDS INC CL A3.2K sharesnew addition2026-03-312026-05-05

ABT ABBOTT LABORATORIES COM4.5K shares0.13%2026-03-312026-05-05

LHX L3HARRIS TECHNOLOGIES INC COM1.3K shares0.00%2026-03-312026-05-05

ORCL ORACLE CORPORATION3.1K shares2.14%2026-03-312026-05-05

IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED5.6K shares-32.25%2026-03-312026-05-05

CGBL CAPITAL GROUP CORE BALANCED ETF12.6K sharesnew addition2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO COM7.1K shares-0.73%2026-03-312026-05-05

PSX PHILLIPS 662.3K shares0.00%2026-03-312026-05-05

Sponsored

CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF4.5K shares-1.45%2026-03-312026-05-05

CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF11.9K shares0.00%2026-03-312026-05-05

NUE NUCOR CORP COM2.4K shares-0.21%2026-03-312026-05-05

BSV VANGUARD SHORT-TERM BOND ETF5.0K shares0.00%2026-03-312026-05-05

BAC BANK OF AMER CORP COM7.9K shares0.29%2026-03-312026-05-05

TFC TRUIST FINL CORP COM8.0K shares-37.24%2026-03-312026-05-05

CGGR CAPITAL GROUP GROWTH ETF9.2K shares-2.57%2026-03-312026-05-05

ANAB ANAPTYSBIO INC COM6.5K shares0.00%2026-03-312026-05-05

Sponsored

IVV ISHARES S&P 500 INDEX548 shares1.48%2026-03-312026-05-05

IWR ISHARES TR RUSSELL MIDCAP INDEX FD3.6K shares-7.66%2026-03-312026-05-05

HYZD WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND15.7K shares-32.81%2026-03-312026-05-05

WFC WELLS FARGO & CO COM4.3K shares-13.12%2026-03-312026-05-05

RNST RENASANT CORP COM9.3K shares-9.71%2026-03-312026-05-05

YUM YUM! BRANDS INC2.0K shares0.00%2026-03-312026-05-05

VOT VANGUARD MID-CAP GROWTH ETF1.2K shares-5.91%2026-03-312026-05-05

JBL JABIL INC COM1.1K shares-9.97%2026-03-312026-05-05

Sponsored

GLW CORNING INC COM2.2K shares-1.26%2026-03-312026-05-05

KO COCA COLA CO COM3.9K shares-8.74%2026-03-312026-05-05

PFE PFIZER INC COM10.4K shares-28.10%2026-03-312026-05-05

ALL ALLSTATE CORP1.4K shares0.00%2026-03-312026-05-05

COP CONOCOPHILLIPS COM2.2K shares-7.38%2026-03-312026-05-05

CHIRON REAL ESTATE INC COM NEW CHIRON REAL ESTATE INC COM NEW8.4K shares-15.18%2026-03-312026-05-05

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF4.0K shares-0.50%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP451 shares-35.94%2026-03-312026-05-05

Sponsored

GDLC GRAYSCALE COINDESK CRYPTO 5 ETF8.7K sharesnew addition2026-03-312026-05-05

CORZ CORE SCIENTIFIC INC NEW COM18.0K shares0.00%2026-03-312026-05-05

HBAN HUNTINGTON BANCSHARES INC COM16.9K shares0.00%2026-03-312026-05-05

AFL AFLAC INC COM2.4K shares0.00%2026-03-312026-05-05

VTEB VANGUARD TAX-EXEMPT BOND ETF5.2K shares0.00%2026-03-312026-05-05

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF5.2K shares-13.93%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC1.5K shares-41.11%2026-03-312026-05-05

VNQ VANGUARD REIT INDEX ETF2.8K shares-1.77%2026-03-312026-05-05

Sponsored

VZ VERIZON COMMUNICATIONS4.9K shares-13.31%2026-03-312026-05-05

MAA MID-AMER APT CMNTYS INC2.0K shares-4.28%2026-03-312026-05-05

CAT CATERPILLAR INC COM338 shares-22.83%2026-03-312026-05-05

ICVT ISHARES CONVERTIBLE BOND ETF2.3K shares-41.25%2026-03-312026-05-05

DVY ISHARES DJ SELECT DIVIDEND1.6K shares-5.59%2026-03-312026-05-05

ADM ARCHER DANIELS MIDLAND CO COM3.0K shares0.00%2026-03-312026-05-05

CSX CSX CORP5.3K shares0.00%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC CL A1.5K shares-65.85%2026-03-312026-05-05

Sponsored

AEP AMERICAN ELEC PWR CO INC COM1.6K sharesnew addition2026-03-312026-05-05

INVESCO S&P 500 PURE GROWTH ETF INVESCO S&P 500 PURE GROWTH ETF4.5K shares0.00%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC COM1.2K shares0.08%2026-03-312026-05-05

TVARDI THERAPEUTICS INC COM TVARDI THERAPEUTICS INC COM63.2K shares-21.70%2026-03-312026-05-05

DOC HEALTH CARE PPTY INVS INC12.0K shares-12.83%2026-03-312026-05-05

RLAY RELAY THERAPEUTICS INC COM11.4K shares-2.76%2026-03-312026-05-05

AVR ANTERIS TECHNOLOGIES GLOBAL COM10.9K shares0.00%2026-03-312026-05-05

HIVE HIVE DIGITAL TECHNOLOGIES LTD COM NEW16.5K shares2.18%2026-03-312026-05-05

Sponsored

REDWOOD TRUST INC 7.75 06/15/2027 REDWOOD TRUST INC 7.75 06/15/202725.0K shares0.00%2026-03-312026-05-05

CAN CANAAN INC SPONSORED ADS31.0K shares0.00%2026-03-312026-05-05

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

-2.95%

Shares507.8K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD GROWTH ETF

-3.91%

Shares99.0K

Event2026-03-31

Filed2026-05-05

IUSV

ISHARES CORE S&P US VALUE ETF

-0.86%

Shares270.5K

Event2026-03-31

Filed2026-05-05

AVNM

AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF

12.00%

Shares313.9K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

4.66%

Shares57.8K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

1.07%

Shares183.8K

Event2026-03-31

Filed2026-05-05

GSSC

TR ACTIVEBETA US SMALL CAP EQUITY ETF

-2.62%

Shares151.9K

Event2026-03-31

Filed2026-05-05

VANGUARD S&P 500 ETF

0.38%

Shares16.5K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD VALUE ETF

-6.65%

Shares46.7K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-13.68%

Shares246.3K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD FTSE EMERGING MARKETS ETF

1.11%

Shares133.0K

Event2026-03-31

Filed2026-05-05

VANGUARD SMALL-CAP ETF

0.34%

Shares26.7K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.84%

Shares14.5K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT

-3.34%

Shares17.2K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON.COM INC

-3.06%

Shares23.5K

Event2026-03-31

Filed2026-05-05

FHN

FIRST HORIZON CORPORATION COM

-37.55%

Shares214.7K

Event2026-03-31

Filed2026-05-05

XMHQ

INVESCO S&P MIDCAP QUALITY ETF

7.03%

Shares42.6K

Event2026-03-31

Filed2026-05-05

AZO

AUTOZONE INC NEV

-0.33%

Shares1.2K

Event2026-03-31

Filed2026-05-05

FDX

FEDEX CORP

-2.79%

Shares11.4K

Event2026-03-31

Filed2026-05-05

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

4.25%

Shares41.3K

Event2026-03-31

Filed2026-05-05

VANGUARD MID-CAP ETF

0.66%

Shares12.9K

Event2026-03-31

Filed2026-05-05

ALPHABET INC CAP STK CL C

-10.41%

Shares12.0K

Event2026-03-31

Filed2026-05-05

MASTERCARD INC

-4.78%

Shares6.3K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC COM

-5.13%

Shares24.2K

Event2026-03-31

Filed2026-05-05

VISA INC

-6.60%

Shares9.0K

Event2026-03-31

Filed2026-05-05

SPY

STATE STREET SPDR S&P 500 ETF

-22.41%

Shares4.1K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.84%

Shares11.0K

Event2026-03-31

Filed2026-05-05

REGIONS FINANCIAL CORP NEW

-3.47%

Shares85.8K

Event2026-03-31

Filed2026-05-05

CSM

PROSHARES TR PSHS CS 130/30

-7.71%

Shares29.3K

Event2026-03-31

Filed2026-05-05

POWERSHARES QQQ TR

-70.95%

Shares3.3K

Event2026-03-31

Filed2026-05-05

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

-1.15%

Shares14.5K

Event2026-03-31

Filed2026-05-05

EGP

EASTGROUP PPTYS INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON COM

-2.68%

Shares6.2K

Event2026-03-31

Filed2026-05-05

MPC

MARATHON PETE CORP

-5.48%

Shares6.2K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

-11.59%

Shares4.2K

Event2026-03-31

Filed2026-05-05

EFG

ISHARES MSCI EAFE GROWTH INDEX ETF

-1.06%

Shares11.8K

Event2026-03-31

Filed2026-05-05

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

-2.50%

Shares43.1K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA MOTORS INC

-0.76%

Shares3.2K

Event2026-03-31

Filed2026-05-05

MUNI

PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

-13.28%

Shares23.0K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD TOTAL INTL STOCK IDEX ETF

-20.69%

Shares15.5K

Event2026-03-31

Filed2026-05-05

GOOGLE INC

-0.34%

Shares4.1K

Event2026-03-31

Filed2026-05-05

IWP

ISHARES RUSSELL MIDCAP GROWTH ETF

-1.35%

Shares9.2K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO COM

-1.85%

Shares1.3K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORP

-25.80%

Shares1.2K

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP

-4.12%

Shares4.2K

Event2026-03-31

Filed2026-05-05

FTNT

FORTINET INC COM

-5.26%

Shares13.5K

Event2026-03-31

Filed2026-05-05

BROADCOM INC COM

99.89%

Shares3.5K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC COM

-0.46%

Shares5.0K

Event2026-03-31

Filed2026-05-05

PINNACLE FINL PARTNERS INC COM

-2.83%

Shares12.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION COM

-6.75%

Shares6.2K

Event2026-03-31

Filed2026-05-05

CIFR

CIPHER DIGITAL INC COM

36.69%

Shares82.7K

Event2026-03-31

Filed2026-05-05

CGMU

CAPITAL GROUP MUNICIPAL INCOME ETF

4.02%

Shares38.5K

Event2026-03-31

Filed2026-05-05

ASML

ASML HLDG NV N Y REGISTRY SHS

3.10%

Shares766

Event2026-03-31

Filed2026-05-05

PDI

PIMCO DYNAMIC INCOMEFD SHS

3.59%

Shares58.1K

Event2026-03-31

Filed2026-05-05

GPIX

GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF

3.14%

Shares19.8K

Event2026-03-31

Filed2026-05-05

HOME DEPOT

-0.67%

Shares3.0K

Event2026-03-31

Filed2026-05-05

DEERE & CO COM

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-05

LINDE PLC SHS

-7.41%

Shares1.9K

Event2026-03-31

Filed2026-05-05

AMGN

AMGEN INC

0.11%

Shares2.6K

Event2026-03-31

Filed2026-05-05

RMD

RESMED INC COM

-8.51%

Shares4.1K

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

0.19%

Shares1.1K

Event2026-03-31

Filed2026-05-05

VBK

VANGUARD SMALL-CAP GROWTH ETF

-1.45%

Shares3.0K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO COM

-0.44%

Shares6.1K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP COM

-30.93%

Shares5.1K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-3.05%

Shares7.1K

Event2026-03-31

Filed2026-05-05

RRBI

RED RIVER BANCSHARES INC COM

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-05

ACCENTURE LTD BERMUDA CL A

-7.98%

Shares4.1K

Event2026-03-31

Filed2026-05-05

NEM

NEWMONT CORP COM

-17.57%

Shares7.4K

Event2026-03-31

Filed2026-05-05

JAAA

JANUS HENDERSON AAA CLO ETF

0.78%

Shares15.4K

Event2026-03-31

Filed2026-05-05

KLAC

KLA-TENCOR CORP

New

Shares515

Event2026-03-31

Filed2026-05-05

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

0.62%

Shares8.5K

Event2026-03-31

Filed2026-05-05

BROOKFIELD ASSET MGMT INC COM VOTING

-8.38%

Shares18.4K

Event2026-03-31

Filed2026-05-05

KKR & CO INC COM

-21.04%

Shares7.7K

Event2026-03-31

Filed2026-05-05

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT

-0.03%

Shares3.7K

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC COM

-21.07%

Shares3.4K

Event2026-03-31

Filed2026-05-05

APLS

APELLIS PHARMACEUTICALS INC COM

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-05

PRTA

PROTHENA CORP PLC SHS

0.00%

Shares70.3K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-05

NOW

SERVICENOW INC COM

New

Shares6.3K

Event2026-03-31

Filed2026-05-05

IBM

INTL BUSINESS MACHINES

-2.46%

Shares2.7K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES MSCI EAFE ETF

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-05

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

-15.20%

Shares6.6K

Event2026-03-31

Filed2026-05-05

WASTE MANAGEMENT INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

TMUS

T-MOBILE US INC COM

-5.78%

Shares2.8K

Event2026-03-31

Filed2026-05-05

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

ZYMEWORKS INC COM

0.00%

Shares22.1K

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP COM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

MNA

NYLI MERGER ARBITRAGE ETF

-1.60%

Shares15.0K

Event2026-03-31

Filed2026-05-05

VICI

VICI PPTYS INC COM

-9.97%

Shares19.9K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO COM

-2.48%

Shares1.8K

Event2026-03-31

Filed2026-05-05

MELI

MERCADOLIBRE INC COM

0.32%

Shares309

Event2026-03-31

Filed2026-05-05

NVTS

NAVITAS SEMICONDUCTOR CORP COM

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-05

DIA

SPDR DOW JONES INDUSTRIAL ETF

-52.39%

Shares1.1K

Event2026-03-31

Filed2026-05-05

DHR

DANAHER CORP

0.04%

Shares2.8K

Event2026-03-31

Filed2026-05-05