The Analysis of DUNCKER STREETT & CO INC's Holdings & P&L


Currently, DUNCKER STREETT & CO INC holds 535 types of securities in its portfolio with a total value $526.1M. In the most recent quarter, they have increased their positions in TGT (+30.7K shares, valued at $3.7M), SLB (+70.6K shares, valued at $3.6M), IWM (+12.3K shares, valued at $3.1M); decreased their positions in PWR (-5.6K shares, valued at $3.1M), AAPL (-10.8K shares, valued at $2.7M), AJG (-12.3K shares, valued at $2.7M); initiated new positions in BWXT (+9.6K shares, valued at $2.0M), EME (+2.1K shares, valued at $1.5M), IBTK (+41.4K shares, valued at $816.3K).


1M P&L
+17.3M+3.36%
3M P&L
+12.7M+2.44%
HY P&L
+39.5M+8.03%

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/A87.5M
19.1%
2Software - Infrastructure27.1M
5.9%
3Aerospace & Defense26.1M
5.7%

Top Industries by Stock Count

1N/A199 stocks
40.4%
2Utilities - Regulated Electric14 stocks
2.8%
3Software - Application13 stocks
2.6%
Stock Holdings
BROADCOM INC
BROADCOM INC
-4.59%
Shares71.6K
Event2026-03-31
Filed2026-04-29
AAPL
APPLE INC
-11.78%
Shares80.6K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
-2.48%
Shares60.7K
Event2026-03-31
Filed2026-04-29
XOM
EXXON MOBIL CORP
5.34%
Shares99.1K
Event2026-03-31
Filed2026-04-29
ABBV
ABBVIE INC
3.65%
Shares74.6K
Event2026-03-31
Filed2026-04-29
MSFT
MICROSOFT CORP
-8.68%
Shares42.7K
Event2026-03-31
Filed2026-04-29
JPM
JPMORGAN CHASE & CO
-0.55%
Shares49.4K
Event2026-03-31
Filed2026-04-29
NVDA
NVIDIA CORPORATION
-11.80%
Shares82.7K
Event2026-03-31
Filed2026-04-29
MA
MASTERCARD INCORPORATED
-9.52%
Shares28.1K
Event2026-03-31
Filed2026-04-29
AMZN
AMAZON COM INC
-12.56%
Shares54.0K
Event2026-03-31
Filed2026-04-29
HEI
HEICO CORP NEW
-1.17%
Shares40.8K
Event2026-03-31
Filed2026-04-29
TMO
THERMO FISHER SCIENTIFIC INC
-19.10%
Shares20.1K
Event2026-03-31
Filed2026-04-29
DHR
DANAHER CORP DEL
-18.44%
Shares47.3K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
MERCK & CO INC
4.62%
Shares66.2K
Event2026-03-31
Filed2026-04-29
XLK
SELECT SECTOR SPDR TR
0.60%
Shares52.4K
Event2026-03-31
Filed2026-04-29
LOW
LOWES COS INC
0.55%
Shares27.9K
Event2026-03-31
Filed2026-04-29
PANW
PALO ALTO NETWORKS INC
-0.52%
Shares40.4K
Event2026-03-31
Filed2026-04-29
WMT
WALMART INC
-0.08%
Shares49.1K
Event2026-03-31
Filed2026-04-29
COST
COSTCO WHOLESALE CORPORATION
-1.19%
Shares6.1K
Event2026-03-31
Filed2026-04-29
PWR
QUANTA SVCS INC
-35.13%
Shares10.4K
Event2026-03-31
Filed2026-04-29
PG
PROCTER & GAMBLE CO
92.27%
Shares38.6K
Event2026-03-31
Filed2026-04-29
ICE
INTERCONTINENTAL EXCHANGE IN
-23.60%
Shares34.4K
Event2026-03-31
Filed2026-04-29
GS
GOLDMAN SACHS GROUP INC
3.97%
Shares6.4K
Event2026-03-31
Filed2026-04-29
IWM
ISHARES TR
143.15%
Shares20.9K
Event2026-03-31
Filed2026-04-29
APH
AMPHENOL CORP
-0.24%
Shares40.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
1.45%
Shares17.7K
Event2026-03-31
Filed2026-04-29
CVX
CHEVRON CORPORATION
2.92%
Shares23.5K
Event2026-03-31
Filed2026-04-29
ORLY
OREILLY AUTOMOTIVE INC
-27.20%
Shares51.0K
Event2026-03-31
Filed2026-04-29
SPGI
S&P GLOBAL INC
31.72%
Shares10.6K
Event2026-03-31
Filed2026-04-29
TJX
TJX COS INC NEW
-1.39%
Shares27.9K
Event2026-03-31
Filed2026-04-29
ISRG
INTUITIVE SURGICAL INC
-0.51%
Shares9.2K
Event2026-03-31
Filed2026-04-29
SYK
STRYKER CORPORATION
-4.75%
Shares12.6K
Event2026-03-31
Filed2026-04-29
TGT
TARGET CORP
1644.88%
Shares32.6K
Event2026-03-31
Filed2026-04-29
SPY
STATE STR SPDR S&P 500 ETF T
7.86%
Shares5.9K
Event2026-03-31
Filed2026-04-29
HD
HOME DEPOT INC
13.27%
Shares11.6K
Event2026-03-31
Filed2026-04-29
AME
AMETEK INC
-2.20%
Shares17.8K
Event2026-03-31
Filed2026-04-29
CRWD
CROWDSTRIKE HLDGS INC
55.79%
Shares9.5K
Event2026-03-31
Filed2026-04-29
V
VISA INC
-1.18%
Shares12.2K
Event2026-03-31
Filed2026-04-29
SLB
SLB LIMITED
8145.67%
Shares71.5K
Event2026-03-31
Filed2026-04-29
TDG
TRANSDIGM GROUP INC
-4.77%
Shares3.1K
Event2026-03-31
Filed2026-04-29
KLAC
KLA CORP
105.77%
Shares2.5K
Event2026-03-31
Filed2026-04-29
JNJ
JOHNSON & JOHNSON
3.47%
Shares14.7K
Event2026-03-31
Filed2026-04-29
ABT
ABBOTT LABORATORIES
-4.62%
Shares34.5K
Event2026-03-31
Filed2026-04-29
LHX
L3HARRIS TECHNOLOGIES INC
0.01%
Shares9.7K
Event2026-03-31
Filed2026-04-29
ITW
ILLINOIS TOOL WKS INC
-0.78%
Shares11.8K
Event2026-03-31
Filed2026-04-29
LINDE PLC
LINDE PLC
9.88%
Shares5.9K
Event2026-03-31
Filed2026-04-29
URI
UNITED RENTALS INC
0.18%
Shares4.0K
Event2026-03-31
Filed2026-04-29
IGSB
ISHARES TR
-1.07%
Shares51.8K
Event2026-03-31
Filed2026-04-29
BMY
BRISTOL-MYERS SQUIBB CO
0.96%
Shares41.9K
Event2026-03-31
Filed2026-04-29
LQD
ISHARES TR
0.80%
Shares23.2K
Event2026-03-31
Filed2026-04-29
BLACKSTONE INC
BLACKSTONE INC
-7.53%
Shares21.7K
Event2026-03-31
Filed2026-04-29
IYW
ISHARES TR
-8.74%
Shares13.6K
Event2026-03-31
Filed2026-04-29
GSY
INVESCO ACTIVELY MANAGED EXC
-1.03%
Shares48.4K
Event2026-03-31
Filed2026-04-29
NEM
NEWMONT CORP
412.79%
Shares22.2K
Event2026-03-31
Filed2026-04-29
CASY
CASEYS GEN STORES INC
5.69%
Shares3.3K
Event2026-03-31
Filed2026-04-29
VRP
INVESCO EXCH TRADED FD TR II
-0.87%
Shares99.7K
Event2026-03-31
Filed2026-04-29
SCHX
SCHWAB STRATEGIC TR
0.62%
Shares92.1K
Event2026-03-31
Filed2026-04-29
DOV
DOVER CORP
-0.68%
Shares11.3K
Event2026-03-31
Filed2026-04-29
RTX
RTX CORPORATION
-0.50%
Shares12.1K
Event2026-03-31
Filed2026-04-29
COF
CAPITAL ONE FINL CORP
-0.61%
Shares12.5K
Event2026-03-31
Filed2026-04-29
QCOM
QUALCOMM INC
-0.37%
Shares17.3K
Event2026-03-31
Filed2026-04-29
PFF
ISHARES TR
-1.53%
Shares72.3K
Event2026-03-31
Filed2026-04-29
VO
VANGUARD INDEX FDS
-24.69%
Shares7.6K
Event2026-03-31
Filed2026-04-29
SCHG
SCHWAB STRATEGIC TR
-0.59%
Shares74.3K
Event2026-03-31
Filed2026-04-29
PEP
PEPSICO INC
4.08%
Shares13.5K
Event2026-03-31
Filed2026-04-29
BWXT
BWX TECHNOLOGIES INC
New
Shares9.6K
Event2026-03-31
Filed2026-04-29
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-29
VB
VANGUARD INDEX FDS
0.34%
Shares7.2K
Event2026-03-31
Filed2026-04-29
VBR
VANGUARD INDEX FDS
-0.21%
Shares8.6K
Event2026-03-31
Filed2026-04-29
AXON
AXON ENTERPRISE INC
-54.37%
Shares4.4K
Event2026-03-31
Filed2026-04-29
SCHV
SCHWAB STRATEGIC TR
-15.67%
Shares60.0K
Event2026-03-31
Filed2026-04-29
UBER
UBER TECHNOLOGIES INC
-47.23%
Shares25.2K
Event2026-03-31
Filed2026-04-29
SCHA
SCHWAB STRATEGIC TR
0.01%
Shares62.0K
Event2026-03-31
Filed2026-04-29
ECL
ECOLAB INC
-0.24%
Shares6.5K
Event2026-03-31
Filed2026-04-29
FTEC
FIDELITY COVINGTON TRUST
-3.58%
Shares8.1K
Event2026-03-31
Filed2026-04-29
IJH
ISHARES TR
0.00%
Shares24.1K
Event2026-03-31
Filed2026-04-29
EMR
EMERSON ELEC CO
0.02%
Shares12.4K
Event2026-03-31
Filed2026-04-29
BAC
BANK AMERICA CORP
-2.11%
Shares32.4K
Event2026-03-31
Filed2026-04-29
EME
EMCOR GROUP INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-29
META
META PLATFORMS INC
-54.43%
Shares2.6K
Event2026-03-31
Filed2026-04-29
VIG
VANGUARD SPECIALIZED FUNDS
-4.64%
Shares6.9K
Event2026-03-31
Filed2026-04-29
VYM
VANGUARD WHITEHALL FDS
-2.98%
Shares9.4K
Event2026-03-31
Filed2026-04-29
PH
PARKER-HANNIFIN CORP
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-29
AFL
AFLAC INC
-1.44%
Shares12.4K
Event2026-03-31
Filed2026-04-29
CME
CME GROUP INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-29
DE
DEERE & CO
0.04%
Shares2.3K
Event2026-03-31
Filed2026-04-29
PM
PHILIP MORRIS INTL INC
0.10%
Shares7.0K
Event2026-03-31
Filed2026-04-29
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-4.51%
Shares1.9K
Event2026-03-31
Filed2026-04-29
NFLX
NETFLIX INC.
-15.48%
Shares11.7K
Event2026-03-31
Filed2026-04-29
AMGN
AMGEN INC
-0.09%
Shares3.2K
Event2026-03-31
Filed2026-04-29
AXP
AMERICAN EXPRESS CO
15.69%
Shares3.7K
Event2026-03-31
Filed2026-04-29
T
AT&T INC
62.81%
Shares37.8K
Event2026-03-31
Filed2026-04-29
CTAS
CINTAS CORP
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-29
AON PLC
AON PLC
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-29
IWR
ISHARES TR
0.00%
Shares10.8K
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-21.14%
Shares5.1K
Event2026-03-31
Filed2026-04-29
PFFD
GLOBAL X FDS
-1.49%
Shares53.0K
Event2026-03-31
Filed2026-04-29
AMAT
APPLIED MATLS INC
-1.73%
Shares2.8K
Event2026-03-31
Filed2026-04-29
SPMD
SPDR SERIES TRUST
0.00%
Shares16.2K
Event2026-03-31
Filed2026-04-29
MCD
MCDONALDS CORP
0.03%
Shares3.1K
Event2026-03-31
Filed2026-04-29
FMBH
FIRST MID BANCSHARES INC
0.00%
Shares23.2K
Event2026-03-31
Filed2026-04-29
XLV
SELECT SECTOR SPDR TR
53.09%
Shares6.4K
Event2026-03-31
Filed2026-04-29
O
REALTY INCOME CORP
11.29%
Shares15.4K
Event2026-03-31
Filed2026-04-29
CSCO
CISCO SYS INC
3.89%
Shares12.1K
Event2026-03-31
Filed2026-04-29
VRTX
VERTEX PHARMACEUTICALS INC
-0.95%
Shares2.1K
Event2026-03-31
Filed2026-04-29
VCIT
VANGUARD SCOTTSDALE FDS
31.37%
Shares10.9K
Event2026-03-31
Filed2026-04-29
HON
HONEYWELL INTL INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-29
ORCL
ORACLE CORP
-2.71%
Shares6.0K
Event2026-03-31
Filed2026-04-29
CL
COLGATE PALMOLIVE CO
0.04%
Shares10.3K
Event2026-03-31
Filed2026-04-29
INTU
INTUIT
-13.42%
Shares2.0K
Event2026-03-31
Filed2026-04-29
DIA
STATE STR SPDR DOW JONES IND
0.05%
Shares1.9K
Event2026-03-31
Filed2026-04-29
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
135.01%
Shares4.5K
Event2026-03-31
Filed2026-04-29
LMT
LOCKHEED MARTIN CORP
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-29
ARCC
ARES CAPITAL CORP
-6.08%
Shares46.8K
Event2026-03-31
Filed2026-04-29
NEE
NEXTERA ENERGY INC
10.32%
Shares9.0K
Event2026-03-31
Filed2026-04-29
IBTJ
ISHARES TR
42.09%
Shares37.4K
Event2026-03-31
Filed2026-04-29
IBTK
ISHARES TR
New
Shares41.4K
Event2026-03-31
Filed2026-04-29
IBDU
ISHARES TR
41.51%
Shares35.0K
Event2026-03-31
Filed2026-04-29
IBDV
ISHARES TR
New
Shares37.2K
Event2026-03-31
Filed2026-04-29
IBDR
ISHARES TR
40.61%
Shares33.6K
Event2026-03-31
Filed2026-04-29
IBTI
ISHARES TR
43.81%
Shares36.4K
Event2026-03-31
Filed2026-04-29
IBTH
ISHARES TR
43.91%
Shares36.1K
Event2026-03-31
Filed2026-04-29
MUB
ISHARES TR
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-29
IBTG
ISHARES TR
44.53%
Shares35.2K
Event2026-03-31
Filed2026-04-29
IBDT
ISHARES TR
41.16%
Shares31.7K
Event2026-03-31
Filed2026-04-29
IBDS
ISHARES TR
41.29%
Shares33.1K
Event2026-03-31
Filed2026-04-29
CNC
CENTENE CORP DEL
0.00%
Shares24.1K
Event2026-03-31
Filed2026-04-29
XLI
SELECT SECTOR SPDR TR
21.34%
Shares4.9K
Event2026-03-31
Filed2026-04-29
GWW
WW GRAINGER INC
154.29%
Shares712
Event2026-03-31
Filed2026-04-29
CEG
CONSTELLATION ENERGY CORP
-66.79%
Shares2.7K
Event2026-03-31
Filed2026-04-29
INVESCO QQQ TR
INVESCO QQQ TR
-0.91%
Shares1.3K
Event2026-03-31
Filed2026-04-29
GLD
SPDR GOLD TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-29
IGIB
ISHARES TR
-1.73%
Shares13.9K
Event2026-03-31
Filed2026-04-29
SYY
SYSCO CORP
-6.17%
Shares10.0K
Event2026-03-31
Filed2026-04-29
MMM
3M CO
-1.07%
Shares4.9K
Event2026-03-31
Filed2026-04-29
PFE
PFIZER INC
-1.21%
Shares24.5K
Event2026-03-31
Filed2026-04-29
CDNS
CADENCE DESIGN SYSTEM INC
-24.38%
Shares2.5K
Event2026-03-31
Filed2026-04-29
VNQ
VANGUARD INDEX FDS
-1.68%
Shares7.6K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC
BLACKROCK INC
-1.17%
Shares674
Event2026-03-31
Filed2026-04-29
LH
LABCORP HOLDINGS INC
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-29
THE CIGNA GROUP
THE CIGNA GROUP
-12.92%
Shares2.4K
Event2026-03-31
Filed2026-04-29
VEU
VANGUARD INTL EQUITY INDEX F
23.49%
Shares8.4K
Event2026-03-31
Filed2026-04-29
LLY
ELI LILLY & CO
-1.59%
Shares679
Event2026-03-31
Filed2026-04-29
IEX
IDEX CORP
-1.48%
Shares3.3K
Event2026-03-31
Filed2026-04-29
VWO
VANGUARD INTL EQUITY INDEX F
24.39%
Shares11.1K
Event2026-03-31
Filed2026-04-29
KMI
KINDER MORGAN INC DEL
-1.41%
Shares17.7K
Event2026-03-31
Filed2026-04-29
MS
MORGAN STANLEY
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-29
VCSH
VANGUARD SCOTTSDALE FDS
-2.30%
Shares7.3K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-8.73%
Shares1.2K
Event2026-03-31
Filed2026-04-29
MO
ALTRIA GROUP INC
0.79%
Shares8.8K
Event2026-03-31
Filed2026-04-29
PML
PIMCO MUN INCOME FD II
0.00%
Shares74.8K
Event2026-03-31
Filed2026-04-29
MMC
MARSH & MCLENNAN COS INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-29
XLC
SELECT SECTOR SPDR TR
84.40%
Shares5.0K
Event2026-03-31
Filed2026-04-29
SO
SOUTHERN CO
7.24%
Shares5.7K
Event2026-03-31
Filed2026-04-29
CW
CURTISS WRIGHT CORP
0.00%
Shares800
Event2026-03-31
Filed2026-04-29
NKE
NIKE INC
0.00%
Shares10.3K
Event2026-03-31
Filed2026-04-29
BSV
VANGUARD BD INDEX FDS
0.00%
Shares6.7K
Event2026-03-31
Filed2026-04-29
SLYV
SPDR SERIES TRUST
0.04%
Shares5.5K
Event2026-03-31
Filed2026-04-29
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares849
Event2026-03-31
Filed2026-04-29
TIP
ISHARES TR
-37.03%
Shares4.7K
Event2026-03-31
Filed2026-04-29
UNP
UNION PAC CORP
-6.71%
Shares2.1K
Event2026-03-31
Filed2026-04-29
FAST
FASTENAL CO
0.00%
Shares10.9K
Event2026-03-31
Filed2026-04-29
KO
COCA COLA CO
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-29
SCHD
SCHWAB STRATEGIC TR
3.52%
Shares16.4K
Event2026-03-31
Filed2026-04-29
NZF
NUVEEN MUN CR INCOME FD
0.00%
Shares40.4K
Event2026-03-31
Filed2026-04-29
USB
US BANCORP
0.00%
Shares9.4K
Event2026-03-31
Filed2026-04-29
EFA
ISHARES TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-29
IJR
ISHARES TR
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-29
CPRT
COPART INC
-62.36%
Shares14.2K
Event2026-03-31
Filed2026-04-29
ROP
ROPER TECHNOLOGIES INC
-69.59%
Shares1.3K
Event2026-03-31
Filed2026-04-29
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
10.93%
Shares4.1K
Event2026-03-31
Filed2026-04-29
COP
CONOCOPHILLIPS
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-29
HSY
HERSHEY CO
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE
GE AEROSPACE
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-29
CSX
CSX CORP
0.00%
Shares11.0K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
3.56%
Shares3.4K
Event2026-03-31
Filed2026-04-29
SDY
SPDR SERIES TRUST
-3.71%
Shares3.1K
Event2026-03-31
Filed2026-04-29
KKR & CO INC
KKR & CO INC
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-29
SMH
VANECK ETF TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-29
BIV
VANGUARD BD INDEX FDS
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-29
VSS
VANGUARD INTL EQUITY INDEX F
31.43%
Shares2.9K
Event2026-03-31
Filed2026-04-29
XLF
SELECT SECTOR SPDR TR
21.02%
Shares8.5K
Event2026-03-31
Filed2026-04-29
GNRC
GENERAC HLDGS INC
-5.41%
Shares2.1K
Event2026-03-31
Filed2026-04-29
EBAY
EBAY INC.
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-29
XLY
SELECT SECTOR SPDR TR
249.24%
Shares3.7K
Event2026-03-31
Filed2026-04-29
EOG
EOG RES INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-29
VLTO
VERALTO CORP
-15.19%
Shares4.4K
Event2026-03-31
Filed2026-04-29
WFC
WELLS FARGO & CO
-16.95%
Shares4.9K
Event2026-03-31
Filed2026-04-29
WMB
WILLIAMS COS INC
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-29
PEG
PUBLIC SVC ENTERPRISE GROUP
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-29
VXUS
VANGUARD STAR FDS
30.74%
Shares4.8K
Event2026-03-31
Filed2026-04-29
KRE
SPDR SERIES TRUST
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-29
VZ
VERIZON COMMUNICATIONS INC
0.00%
Shares7.2K
Event2026-03-31
Filed2026-04-29
FI
FISERV INC
-22.93%
Shares6.5K
Event2026-03-31
Filed2026-04-29
IXUS
ISHARES TR
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-29
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-29
GEV
GE VERNOVA INC
0.00%
Shares397
Event2026-03-31
Filed2026-04-29
NRG
NRG ENERGY INC
-16.21%
Shares2.4K
Event2026-03-31
Filed2026-04-29
DIS
DISNEY WALT CO
0.48%
Shares3.5K
Event2026-03-31
Filed2026-04-29
CBSH
COMMERCE BANCSHARES INC
0.12%
Shares6.9K
Event2026-03-31
Filed2026-04-29
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-29
SBUX
STARBUCKS CORP
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
CITIGROUP INC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-29
AEE
AMEREN CORP
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-29
CB
CHUBB LTD SWITZ
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
NOW
SERVICENOW INC
-87.38%
Shares3.1K
Event2026-03-31
Filed2026-04-29
UNH
UNITEDHEALTH GROUP INC
-31.89%
Shares1.2K
Event2026-03-31
Filed2026-04-29
ADP
AUTOMATIC DATA PROCESSING IN
105.67%
Shares1.6K
Event2026-03-31
Filed2026-04-29
CMCSA
COMCAST CORP NEW
-25.78%
Shares10.7K
Event2026-03-31
Filed2026-04-29
BP
BP PLC
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-29
NAD
NUVEEN QUALITY MUNCP INCOME
0.00%
Shares25.6K
Event2026-03-31
Filed2026-04-29
CAT
CATERPILLAR INC
0.24%
Shares412
Event2026-03-31
Filed2026-04-29
PCY
INVESCO EXCH TRADED FD TR II
-7.39%
Shares13.7K
Event2026-03-31
Filed2026-04-29
IVW
ISHARES TR
0.04%
Shares2.5K
Event2026-03-31
Filed2026-04-29
HSIC
SCHEIN HENRY INC
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-29
EXC
EXELON CORP
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-29
SHEL
SHELL PLC
0.24%
Shares3.0K
Event2026-03-31
Filed2026-04-29
NVG
NUVEEN AMT FREE MUN CR INC F
0.00%
Shares22.1K
Event2026-03-31
Filed2026-04-29
AGG
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-29
NEA
NUVEEN AMT FREE QLTY MUN INC
0.00%
Shares24.0K
Event2026-03-31
Filed2026-04-29
ASML
ASML HLDG NV
0.00%
Shares202
Event2026-03-31
Filed2026-04-29
BND
VANGUARD BD INDEX FDS
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-29
BDX
BECTON DICKINSON & CO
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-29
MHD
BLACKROCK MUNIHOLDINGS FD IN
New
Shares22.3K
Event2026-03-31
Filed2026-04-29
ENB
ENBRIDGE INC
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-29
VTV
VANGUARD INDEX FDS
-3.10%
Shares1.3K
Event2026-03-31
Filed2026-04-29
NMZ
NUVEEN MUN HIGH INCOME OPPOR
0.00%
Shares22.9K
Event2026-03-31
Filed2026-04-29
VV
VANGUARD INDEX FDS
4.34%
Shares794
Event2026-03-31
Filed2026-04-29
TT
TRANE TECHNOLOGIES PLC
-1.05%
Shares568
Event2026-03-31
Filed2026-04-29
FTNT
FORTINET INC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-29
OEF
ISHARES TR
0.00%
Shares738
Event2026-03-31
Filed2026-04-29
HWM
HOWMET AEROSPACE INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
FSV
FIRSTSERVICE CORP NEW
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-29
ALL
ALLSTATE CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-29
VTR
VENTAS INC
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-29
OKE
ONEOK INC NEW
-5.70%
Shares2.2K
Event2026-03-31
Filed2026-04-29
NNN
NNN REIT INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-29
RPM
RPM INTL INC
-5.00%
Shares1.9K
Event2026-03-31
Filed2026-04-29
APD
AIR PRODUCTS AND CHEMICALS I
0.00%
Shares644
Event2026-03-31
Filed2026-04-29
JPC
NUVEEN PFD & INCOME OPPORTUN
0.00%
Shares24.5K
Event2026-03-31
Filed2026-04-29
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-29
ADBE
ADOBE INC
-28.76%
Shares748
Event2026-03-31
Filed2026-04-29
IWP
ISHARES TR
-8.60%
Shares1.4K
Event2026-03-31
Filed2026-04-29
GLW
CORNING INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-29
D
DOMINION ENERGY INC
40.46%
Shares2.8K
Event2026-03-31
Filed2026-04-29
SCHM
SCHWAB STRATEGIC TR
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC
MEDTRONIC PLC
-1.73%
Shares1.9K
Event2026-03-31
Filed2026-04-29
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29
SPHY
SPDR SERIES TRUST
49.12%
Shares6.9K
Event2026-03-31
Filed2026-04-29
MET
METLIFE INC
-2.64%
Shares2.2K
Event2026-03-31
Filed2026-04-29
TXN
TEXAS INSTRS INC
0.00%
Shares783
Event2026-03-31
Filed2026-04-29
IJK
ISHARES TR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-29
FITB
FIFTH THIRD BANCORP
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-29
IJT
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
89.29%
Shares424
Event2026-03-31
Filed2026-04-29
NSC
NORFOLK SOUTHN CORP
0.00%
Shares495
Event2026-03-31
Filed2026-04-29
CVS
CVS HEALTH CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29
SJNK
SPDR SERIES TRUST
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-29
IWS
ISHARES TR
0.00%
Shares961
Event2026-03-31
Filed2026-04-29
IEF
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-29
VUG
VANGUARD INDEX FDS
0.00%
Shares306
Event2026-03-31
Filed2026-04-29
MEDP
MEDPACE HLDGS INC
1.11%
Shares273
Event2026-03-31
Filed2026-04-29
UFPI
UFP INDUSTRIES INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-29
BA
BOEING CO
0.00%
Shares638
Event2026-03-31
Filed2026-04-29
SCHC
SCHWAB STRATEGIC TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-29
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares941
Event2026-03-31
Filed2026-04-29
PAYX
PAYCHEX INC
0.68%
Shares1.3K
Event2026-03-31
Filed2026-04-29
BKR
BAKER HUGHES COMPANY
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29
RSG
REPUBLIC SVCS INC
0.00%
Shares537
Event2026-03-31
Filed2026-04-29
AFB
ALLIANCEBERNSTEIN NATL MUN I
0.00%
Shares11.0K
Event2026-03-31
Filed2026-04-29
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares560
Event2026-03-31
Filed2026-04-29
TRV
TRAVELERS COMPANIES INC
167.79%
Shares399
Event2026-03-31
Filed2026-04-29
ADI
ANALOG DEVICES INC
128.21%
Shares356
Event2026-03-31
Filed2026-04-29
SLV
ISHARES SILVER TR
36.07%
Shares1.6K
Event2026-03-31
Filed2026-04-29
IJS
ISHARES TR
0.00%
Shares923
Event2026-03-31
Filed2026-04-29
GIS
GENERAL MILLS INC
-3.68%
Shares2.9K
Event2026-03-31
Filed2026-04-29
RLI
RLI CORP
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-29
ITOT
ISHARES TR
0.00%
Shares717
Event2026-03-31
Filed2026-04-29
EXPD
EXPEDITORS INTL WASH INC
0.00%
Shares704
Event2026-03-31
Filed2026-04-29
XLB
SELECT SECTOR SPDR TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-29
TYL
TYLER TECHNOLOGIES INC
-91.78%
Shares270
Event2026-03-31
Filed2026-04-29
PSX
PHILLIPS 66
0.00%
Shares500
Event2026-03-31
Filed2026-04-29
TSCO
TRACTOR SUPPLY CO
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29
YUM
YUM BRANDS INC
0.00%
Shares579
Event2026-03-31
Filed2026-04-29
IWV
ISHARES TR
0.00%
Shares240
Event2026-03-31
Filed2026-04-29
PGX
INVESCO EXCH TRADED FD TR II
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-29
VOE
VANGUARD INDEX FDS
0.00%
Shares465
Event2026-03-31
Filed2026-04-29
TROW
PRICE T ROWE GROUP INC
0.00%
Shares950
Event2026-03-31
Filed2026-04-29
MPC
MARATHON PETE CORP
New
Shares350
Event2026-03-31
Filed2026-04-29
VOT
VANGUARD INDEX FDS
0.00%
Shares330
Event2026-03-31
Filed2026-04-29
CMG
CHIPOTLE MEXICAN GRILL INC
-50.79%
Shares2.6K
Event2026-03-31
Filed2026-04-29
SHYG
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29
NVS
NOVARTIS AG
0.00%
Shares552
Event2026-03-31
Filed2026-04-29
MCHP
MICROCHIP TECHNOLOGY INC.
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-29
CARR
CARRIER GLOBAL CORPORATION
-20.85%
Shares1.5K
Event2026-03-31
Filed2026-04-29
EVRG
EVERGY INC
0.00%
Shares949
Event2026-03-31
Filed2026-04-29
MDLZ
MONDELEZ INTL INC
-8.25%
Shares1.3K
Event2026-03-31
Filed2026-04-29
TXRH
TEXAS ROADHOUSE INC
New
Shares463
Event2026-03-31
Filed2026-04-29
SPDR SERIES TRUST
SPDR SERIES TRUST
0.00%
Shares771
Event2026-03-31
Filed2026-04-29
SPYG
SPDR SERIES TRUST
0.00%
Shares750
Event2026-03-31
Filed2026-04-29
VDC
VANGUARD WORLD FD
-7.67%
Shares325
Event2026-03-31
Filed2026-04-29
BTI
BRITISH AMERN TOB PLC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-29
FTV
FORTIVE CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-29
MU
MICRON TECHNOLOGY INC
0.00%
Shares211
Event2026-03-31
Filed2026-04-29
VIS
VANGUARD WORLD FD
0.00%
Shares228
Event2026-03-31
Filed2026-04-29
USMV
ISHARES TR
0.00%
Shares767
Event2026-03-31
Filed2026-04-29
FMB
FIRST TR EXCH TRADED FD III
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-29
DVA
DAVITA INC
0.00%
Shares450
Event2026-03-31
Filed2026-04-29
WRB
BERKLEY W R CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
FMHI
FIRST TR EXCH TRADED FD III
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-29
OLED
UNIVERSAL DISPLAY CORP
0.00%
Shares716
Event2026-03-31
Filed2026-04-29
ISHARES GOLD TR
ISHARES GOLD TR
0.69%
Shares730
Event2026-03-31
Filed2026-04-29
WAT
WATERS CORP
New
Shares214
Event2026-03-31
Filed2026-04-29
STT
STATE STR CORP
0.00%
Shares500
Event2026-03-31
Filed2026-04-29
TSLA
TESLA INC
3.09%
Shares167
Event2026-03-31
Filed2026-04-29
PSK
SPDR SERIES TRUST
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-29
VLO
VALERO ENERGY CORP
0.00%
Shares249
Event2026-03-31
Filed2026-04-29
AEM
AGNICO EAGLE MINES LTD
0.00%
Shares300
Event2026-03-31
Filed2026-04-29
EFSC
ENTERPRISE FINL SVCS CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-29
OLN
OLIN CORP
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-29
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.00%
Shares272
Event2026-03-31
Filed2026-04-29
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
0.00%
Shares720
Event2026-03-31
Filed2026-04-29
UGI
UGI CORP NEW
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-29
XLP
SELECT SECTOR SPDR TR
75.33%
Shares661
Event2026-03-31
Filed2026-04-29
VTI
VANGUARD INDEX FDS
0.00%
Shares164
Event2026-03-31
Filed2026-04-29
SOLV
SOLVENTUM CORP
-7.33%
Shares784
Event2026-03-31
Filed2026-04-29
SCHW
SCHWAB CHARLES CORP
918.87%
Shares540
Event2026-03-31
Filed2026-04-29
PMO
PUTNAM MUN OPPORTUNITIES TR
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-29
VCR
VANGUARD WORLD FD
0.00%
Shares140
Event2026-03-31
Filed2026-04-29
INTC
INTEL CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-29
VMBS
VANGUARD SCOTTSDALE FDS
1.54%
Shares1.1K
Event2026-03-31
Filed2026-04-29
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-18.34%
Shares650
Event2026-03-31
Filed2026-04-29
PEBO
PEOPLES BANCORP INC
-4.10%
Shares1.5K
Event2026-03-31
Filed2026-04-29
XLE
SELECT SECTOR SPDR TR
10.45%
Shares782
Event2026-03-31
Filed2026-04-29
VFH
VANGUARD WORLD FD
0.00%
Shares390
Event2026-03-31
Filed2026-04-29
GPN
GLOBAL PMTS INC
0.00%
Shares700
Event2026-03-31
Filed2026-04-29
GDX
VANECK ETF TRUST
0.00%
Shares504
Event2026-03-31
Filed2026-04-29
EEM
ISHARES TR
0.00%
Shares785
Event2026-03-31
Filed2026-04-29
IVV
ISHARES TR
4.76%
Shares66
Event2026-03-31
Filed2026-04-29
PMM
PUTNAM MANAGED MUN INCOME TR
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-29
IVE
ISHARES TR
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
HYT
BLACKROCK CORPOR HI YLD FD I
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-29
IYH
ISHARES TR
22.76%
Shares658
Event2026-03-31
Filed2026-04-29
ETR
ENTERGY CORP NEW
0.00%
Shares358
Event2026-03-31
Filed2026-04-29
VEEV
VEEVA SYS INC
0.00%
Shares227
Event2026-03-31
Filed2026-04-29
VGT
VANGUARD WORLD FD
0.00%
Shares57
Event2026-03-31
Filed2026-04-29
WPM
WHEATON PRECIOUS METALS CORP
0.00%
Shares300
Event2026-03-31
Filed2026-04-29
VHT
VANGUARD WORLD FD
0.00%
Shares142
Event2026-03-31
Filed2026-04-29
SWKS
SKYWORKS SOLUTIONS INC
0.00%
Shares700
Event2026-03-31
Filed2026-04-29
GM
GENERAL MTRS CO
0.00%
Shares498
Event2026-03-31
Filed2026-04-29
KMPR
KEMPER CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-29
ED
CONSOLIDATED EDISON INC
0.00%
Shares324
Event2026-03-31
Filed2026-04-29
DRI
DARDEN RESTAURANTS INC
0.00%
Shares186
Event2026-03-31
Filed2026-04-29
CNP
CENTERPOINT ENERGY INC
0.00%
Shares808
Event2026-03-31
Filed2026-04-29
NVAX
NOVAVAX INC
917.27%
Shares4.2K
Event2026-03-31
Filed2026-04-29
PAAS
PAN AMERN SILVER CORP
0.00%
Shares613
Event2026-03-31
Filed2026-04-29
MBB
ISHARES TR
0.00%
Shares350
Event2026-03-31
Filed2026-04-29
VGK
VANGUARD INTL EQUITY INDEX F
0.00%
Shares400
Event2026-03-31
Filed2026-04-29
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-20.30%
Shares157
Event2026-03-31
Filed2026-04-29
EMLP
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares735
Event2026-03-31
Filed2026-04-29
IEFA
ISHARES TR
88.30%
Shares354
Event2026-03-31
Filed2026-04-29
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
0.00%
Shares17
Event2026-03-31
Filed2026-04-29
CMI
CUMMINS INC
0.00%
Shares56
Event2026-03-31
Filed2026-04-29
FTSM
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares500
Event2026-03-31
Filed2026-04-29
IYJ
ISHARES TR
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
JEPI
J P MORGAN EXCHANGE TRADED F
0.00%
Shares520
Event2026-03-31
Filed2026-04-29
MTUM
ISHARES TR
0.00%
Shares120
Event2026-03-31
Filed2026-04-29
LDOS
LEIDOS HOLDINGS INC
0.00%
Shares185
Event2026-03-31
Filed2026-04-29
PPL
PPL CORP
0.00%
Shares742
Event2026-03-31
Filed2026-04-29
YUMC
YUM CHINA HLDGS INC
0.00%
Shares541
Event2026-03-31
Filed2026-04-29
FAF
FIRST AMERN FINL CORP
616.39%
Shares437
Event2026-03-31
Filed2026-04-29
MFC
MANULIFE FINL CORP
0.00%
Shares762
Event2026-03-31
Filed2026-04-29
IHE
ISHARES TR
0.00%
Shares300
Event2026-03-31
Filed2026-04-29
SLF
SUN LIFE FINANCIAL INC.
0.00%
Shares414
Event2026-03-31
Filed2026-04-29
KBH
KB HOME
0.00%
Shares500
Event2026-03-31
Filed2026-04-29
TRP
TC ENERGY CORP
0.00%
Shares400
Event2026-03-31
Filed2026-04-29
PRU
PRUDENTIAL FINL INC
0.00%
Shares250
Event2026-03-31
Filed2026-04-29
CPT
CAMDEN PPTY TR
0.00%
Shares250
Event2026-03-31
Filed2026-04-29
NIO
NIO INC
New
Shares4.0K
Event2026-03-31
Filed2026-04-29
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.00%
Shares335
Event2026-03-31
Filed2026-04-29
FINX
GLOBAL X FDS
0.59%
Shares1.0K
Event2026-03-31
Filed2026-04-29
DTE
DTE ENERGY CO
-33.74%
Shares161
Event2026-03-31
Filed2026-04-29
XES
SPDR SERIES TRUST
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
ROBO
EXCHANGE TRADED CONCEPTS TRU
0.00%
Shares340
Event2026-03-31
Filed2026-04-29
SYF
SYNCHRONY FINANCIAL
0.00%
Shares329
Event2026-03-31
Filed2026-04-29
AJG
GALLAGHER ARTHUR J & CO
-99.17%
Shares103
Event2026-03-31
Filed2026-04-29
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
0.00%
Shares358
Event2026-03-31
Filed2026-04-29
SPG
SIMON PPTY GROUP INC NEW
-4.88%
Shares117
Event2026-03-31
Filed2026-04-29
MCK
MCKESSON CORP
0.00%
Shares24
Event2026-03-31
Filed2026-04-29
DRLL
EA SERIES TRUST
0.00%
Shares500
Event2026-03-31
Filed2026-04-29
GSIE
GOLDMAN SACHS ETF TR
0.00%
Shares436
Event2026-03-31
Filed2026-04-29
VTRS
VIATRIS INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-29
TOTALENERGIES SE
TOTALENERGIES SE
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
RMD
RESMED INC
0.00%
Shares80
Event2026-03-31
Filed2026-04-29
IQV
IQVIA HLDGS INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
UDR
UDR INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-29
WBD
WARNER BROS DISCOVERY INC
149.79%
Shares602
Event2026-03-31
Filed2026-04-29
VOOG
VANGUARD ADMIRAL FDS INC
0.00%
Shares40
Event2026-03-31
Filed2026-04-29
HTEC
EXCHANGE TRADED CONCEPTS TRU
0.00%
Shares490
Event2026-03-31
Filed2026-04-29
IYY
ISHARES TR
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
FBIN
FORTUNE BRANDS INNOVATIONS I
0.00%
Shares400
Event2026-03-31
Filed2026-04-29
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares46
Event2026-03-31
Filed2026-04-29
VTIP
VANGUARD MALVERN FDS
0.00%
Shares300
Event2026-03-31
Filed2026-04-29
ALGN
ALIGN TECHNOLOGY INC
0.00%
Shares86
Event2026-03-31
Filed2026-04-29
GSLC
GOLDMAN SACHS ETF TR
0.00%
Shares114
Event2026-03-31
Filed2026-04-29
RL
RALPH LAUREN CORP
0.00%
Shares41
Event2026-03-31
Filed2026-04-29
QUAL
ISHARES TR
0.00%
Shares72
Event2026-03-31
Filed2026-04-29
FOXA
FOX CORP
0.00%
Shares229
Event2026-03-31
Filed2026-04-29
ROST
ROSS STORES INC
0.00%
Shares59
Event2026-03-31
Filed2026-04-29
HYD
VANECK ETF TRUST
0.00%
Shares250
Event2026-03-31
Filed2026-04-29
AVT
AVNET INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
HSBC
HSBC HLDGS PLC
0.00%
Shares148
Event2026-03-31
Filed2026-04-29
RJF
RAYMOND JAMES FINL INC
0.00%
Shares82
Event2026-03-31
Filed2026-04-29
UTG
REAVES UTIL INCOME FD
0.00%
Shares300
Event2026-03-31
Filed2026-04-29
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
0.00%
Shares105
Event2026-03-31
Filed2026-04-29
VGLT
VANGUARD SCOTTSDALE FDS
0.00%
Shares205
Event2026-03-31
Filed2026-04-29
CSD
INVESCO EXCHANGE TRADED FD T
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
TFC
TRUIST FINL CORP
0.00%
Shares244
Event2026-03-31
Filed2026-04-29
RF
REGIONS FINANCIAL CORP NEW
0.00%
Shares428
Event2026-03-31
Filed2026-04-29
VAW
VANGUARD WORLD FD
0.00%
Shares49
Event2026-03-31
Filed2026-04-29
MGK
VANGUARD WORLD FD
11.11%
Shares30
Event2026-03-31
Filed2026-04-29
DGS
WISDOMTREE TR
0.55%
Shares183
Event2026-03-31
Filed2026-04-29
DLR
DIGITAL RLTY TR INC
0.00%
Shares60
Event2026-03-31
Filed2026-04-29
SCHB
SCHWAB STRATEGIC TR
New
Shares428
Event2026-03-31
Filed2026-04-29
IBB
ISHARES TR
0.00%
Shares63
Event2026-03-31
Filed2026-04-29
CFG
CITIZENS FINL GROUP INC
0.00%
Shares170
Event2026-03-31
Filed2026-04-29
ITA
ISHARES TR
0.00%
Shares46
Event2026-03-31
Filed2026-04-29
GPIQ
GOLDMAN SACHS ETF TR
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
EQT CORP
EQT CORP
0.00%
Shares152
Event2026-03-31
Filed2026-04-29
CENCORA INC
CENCORA INC
0.00%
Shares30
Event2026-03-31
Filed2026-04-29
SRE
SEMPRA
-13.89%
Shares93
Event2026-03-31
Filed2026-04-29
DOW
DOW HLDGS INC
-9.50%
Shares200
Event2026-03-31
Filed2026-04-29
DOC
HEALTHPEAK PROPERTIES INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-29
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
New
Shares165
Event2026-03-31
Filed2026-04-29
XEL
XCEL ENERGY INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
VERSANT MEDIA GROUP INC
VERSANT MEDIA GROUP INC
New
Shares213
Event2026-03-31
Filed2026-04-29
IAI
ISHARES TR
0.00%
Shares48
Event2026-03-31
Filed2026-04-29
USHY
ISHARES TR
0.00%
Shares213
Event2026-03-31
Filed2026-04-29
RAL
RALLIANT CORP
0.00%
Shares186
Event2026-03-31
Filed2026-04-29
KMB
KIMBERLY-CLARK CORP
0.00%
Shares80
Event2026-03-31
Filed2026-04-29
VLUE
ISHARES TR
0.00%
Shares52
Event2026-03-31
Filed2026-04-29
CLM
CORNERSTONE STRATEGIC INVEST
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
ODFL
OLD DOMINION FREIGHT LINE IN
0.00%
Shares36
Event2026-03-31
Filed2026-04-29
CRF
CORNERSTONE TOTAL RETURN FD
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
COIN
COINBASE GLOBAL INC
0.00%
Shares39
Event2026-03-31
Filed2026-04-29
IAK
ISHARES TR
0.00%
Shares53
Event2026-03-31
Filed2026-04-29
IYC
ISHARES TR
0.00%
Shares70
Event2026-03-31
Filed2026-04-29
AMT
AMERICAN TOWER CORP
0.00%
Shares39
Event2026-03-31
Filed2026-04-29
IEMG
ISHARES INC
New
Shares93
Event2026-03-31
Filed2026-04-29
PPG
PPG INDS INC
New
Shares60
Event2026-03-31
Filed2026-04-29
CDW
CDW CORP
0.00%
Shares50
Event2026-03-31
Filed2026-04-29
WAB
WABTEC
0.00%
Shares23
Event2026-03-31
Filed2026-04-29
IGV
ISHARES TR
0.00%
Shares70
Event2026-03-31
Filed2026-04-29
BBN
BLACKROCK TAX MUNICPAL BD TR
0.00%
Shares333
Event2026-03-31
Filed2026-04-29
KRRO
KORRO BIO INC
0.00%
Shares437
Event2026-03-31
Filed2026-04-29
SPYI
NEOS ETF TRUST
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
VODAFONE GROUP PLC
VODAFONE GROUP PLC
0.00%
Shares324
Event2026-03-31
Filed2026-04-29
F
FORD MTR CO
0.00%
Shares400
Event2026-03-31
Filed2026-04-29
DGRW
WISDOMTREE TR
0.00%
Shares50
Event2026-03-31
Filed2026-04-29
FDX
FEDEX CORP
-52.00%
Shares12
Event2026-03-31
Filed2026-04-29
DG
DOLLAR GEN CORP
0.00%
Shares35
Event2026-03-31
Filed2026-04-29
JRI
NUVEEN REAL ASSET INCOME & G
0.00%
Shares335
Event2026-03-31
Filed2026-04-29
FIW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares39
Event2026-03-31
Filed2026-04-29
VONV
VANGUARD SCOTTSDALE FDS
New
Shares42
Event2026-03-31
Filed2026-04-29
STK
COLUMBIA SELIGM PREM TECH GR
0.00%
Shares100
Event2026-03-31
Filed2026-04-29
FTRE
FORTREA HLDGS INC
0.00%
Shares400
Event2026-03-31
Filed2026-04-29
VONG
VANGUARD SCOTTSDALE FDS
New
Shares34
Event2026-03-31
Filed2026-04-29
RQI
COHEN & STEERS QUALITY INCOM
0.00%
Shares300
Event2026-03-31
Filed2026-04-29
CGW
INVESCO EXCH TRADED FD TR II
0.00%
Shares56
Event2026-03-31
Filed2026-04-29
VTWO
VANGUARD SCOTTSDALE FDS
400.00%
Shares35
Event2026-03-31
Filed2026-04-29
XLU
SELECT SECTOR SPDR TR
33.93%
Shares75
Event2026-03-31
Filed2026-04-29
WELL
WELLTOWER INC
0.00%
Shares17
Event2026-03-31
Filed2026-04-29
SUB
ISHARES TR
0.00%
Shares31
Event2026-03-31
Filed2026-04-29
MAIN
MAIN STR CAP CORP
0.00%
Shares60
Event2026-03-31
Filed2026-04-29
DRIV
GLOBAL X FDS
0.00%
Shares101
Event2026-03-31
Filed2026-04-29
SVOL
SIMPLIFY EXCHANGE TRADED FUN
0.00%
Shares200
Event2026-03-31
Filed2026-04-29
SOBO
SOUTH BOW CORP
0.00%
Shares80
Event2026-03-31
Filed2026-04-29
OTIS
OTIS WORLDWIDE CORP
-67.01%
Shares32
Event2026-03-31
Filed2026-04-29
SHOP
SHOPIFY INC
0.00%
Shares20
Event2026-03-31
Filed2026-04-29
OC
OWENS CORNING NEW
0.00%
Shares20
Event2026-03-31
Filed2026-04-29
PGF
INVESCO EXCHANGE TRADED FD T
-39.16%
Shares160
Event2026-03-31
Filed2026-04-29
PAVE
GLOBAL X FDS
0.00%
Shares43
Event2026-03-31
Filed2026-04-29
AWK
AMERICAN WTR WKS CO INC NEW
-51.52%
Shares16
Event2026-03-31
Filed2026-04-29
SKYY
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares19
Event2026-03-31
Filed2026-04-29
FEPI
ETF OPPORTUNITIES TRUST
0.00%
Shares50
Event2026-03-31
Filed2026-04-29
FSLR
FIRST SOLAR INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC
ARISTA NETWORKS INC
0.00%
Shares16
Event2026-03-31
Filed2026-04-29
HDV
ISHARES TR
0.00%
Shares14
Event2026-03-31
Filed2026-04-29
FCPT
FOUR CORNERS PPTY TR INC
0.00%
Shares75
Event2026-03-31
Filed2026-04-29
KBWB
INVESCO EXCH TRADED FD TR II
57.14%
Shares22
Event2026-03-31
Filed2026-04-29
XLRE
SELECT SECTOR SPDR TR
0.00%
Shares40
Event2026-03-31
Filed2026-04-29
PPA
INVESCO EXCHANGE TRADED FD T
0.00%
Shares9
Event2026-03-31
Filed2026-04-29
ALG
ALAMO GROUP INC
0.00%
Shares9
Event2026-03-31
Filed2026-04-29
ITB
ISHARES TR
0.00%
Shares16
Event2026-03-31
Filed2026-04-29
CHTR
CHARTER COMMUNICATIONS INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-29
TRMB
TRIMBLE INC
0.00%
Shares19
Event2026-03-31
Filed2026-04-29
TIDAL TRUST II
TIDAL TRUST II
0.00%
Shares40
Event2026-03-31
Filed2026-04-29
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares5
Event2026-03-31
Filed2026-04-29
WDTE
TIDAL TRUST II
0.00%
Shares33
Event2026-03-31
Filed2026-04-29
TTD
THE TRADE DESK INC
0.00%
Shares40
Event2026-03-31
Filed2026-04-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
DUNCKER STREETT & CO INC Institutional Holdings, Portfolio & P&L β€” TradeFomo