Sponsored
The Analysis of Ellevest, Inc.'s Holdings & P&L
Currently, Ellevest, Inc. holds 431 types of securities in its portfolio with a total value $719.1M. In the most recent quarter, they have increased their positions in VTI (+8.4K shares, valued at $2.7M), BND (+28.3K shares, valued at $2.1M), MUB (+11.8K shares, valued at $1.3M); decreased their positions in FRDM (-143.2K shares, valued at $7.8M), NFLX (-11.2K shares, valued at $1.1M), ECL (-2.6K shares, valued at $688.2K); initiated new positions in N/A (+5.8K shares, valued at $1.1M), ETD (+34.0K shares, valued at $756.8K), TM (+3.2K shares, valued at $661.8K).
1M P&L
+21.3M+2.93%
3M P&L
-3.5M-0.46%
HY P&L
+44.6M+6.32%
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/A424.2M
62.2%
2Software - Infrastructure20.3M
3.0%
3Consumer Electronics19.8M
2.9%
Top Industries by Stock Count
1N/A77 stocks
19.5%
2Software - Application17 stocks
4.3%
3Software - Infrastructure14 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A3.6K shares2.65%2026-03-312026-05-11
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BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.1K shares0.00%2026-03-312026-05-11
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QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK2.8K shares-4.78%2026-03-312026-05-11
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FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW965 shares-28.73%2026-03-312026-05-11
Sponsored
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VTI
3.70%VANGUARD TOTAL STOCK MARKET ETF
Shares234.0K
Event2026-03-31
Filed2026-05-11
FRDM
-12.15%FREEDOM 100 EMERGING MARKETS ETF
Shares1.0M
Event2026-03-31
Filed2026-05-11
VEA
-0.58%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares604.9K
Event2026-03-31
Filed2026-05-11
BND
9.77%VANGUARD TOTAL BOND MARKET ETF
Shares318.1K
Event2026-03-31
Filed2026-05-11
ESGD
4.38%ISHARES ESG AWARE MSCI EAFE ETF
Shares215.6K
Event2026-03-31
Filed2026-05-11
VWO
0.65%VANGUARD FTSE EMERGING MARKETS ETF
Shares357.7K
Event2026-03-31
Filed2026-05-11
SUSL
5.08%ISHARES ESG MSCI USA LEADERS ETF
Shares156.0K
Event2026-03-31
Filed2026-05-11
SUB
3.28%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares164.4K
Event2026-03-31
Filed2026-05-11
AAPL
-1.75%APPLE INC COM
Shares66.1K
Event2026-03-31
Filed2026-05-11
MUB
10.69%ISHARES NATIONAL MUNI BOND ETF
Shares122.5K
Event2026-03-31
Filed2026-05-11
VTV
1.59%VANGUARD VALUE ETF
Shares61.0K
Event2026-03-31
Filed2026-05-11
NVDA
5.28%NVIDIA CORPORATION COM
Shares67.1K
Event2026-03-31
Filed2026-05-11
VB
3.39%VANGUARD SMALL-CAP ETF
Shares40.7K
Event2026-03-31
Filed2026-05-11
MSFT
-3.81%MICROSOFT CORP COM
Shares26.4K
Event2026-03-31
Filed2026-05-11
NFLX
-11.52%NETFLIX INC. COM
Shares86.4K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CAP STK CL A
-4.68%ALPHABET INC CAP STK CL A
Shares28.8K
Event2026-03-31
Filed2026-05-11
VO
2.36%VANGUARD MID-CAP ETF
Shares27.8K
Event2026-03-31
Filed2026-05-11
EMB
3.17%ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares83.3K
Event2026-03-31
Filed2026-05-11
META
-0.19%META PLATFORMS INC CL A
Shares13.1K
Event2026-03-31
Filed2026-05-11
JMSI
6.56%JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF
Shares148.0K
Event2026-03-31
Filed2026-05-11
BSV
3.24%VANGUARD SHORT-TERM BOND ETF
Shares88.8K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CAP STK CL C
21.89%ALPHABET INC CAP STK CL C
Shares24.3K
Event2026-03-31
Filed2026-05-11
INVESCO RAFI US 1000 ETF
0.28%INVESCO RAFI US 1000 ETF
Shares139.5K
Event2026-03-31
Filed2026-05-11
SCHB
0.88%SCHWAB U.S. BROAD MARKET ETF
Shares261.9K
Event2026-03-31
Filed2026-05-11
AMZN
-4.98%AMAZON COM INC COM
Shares31.3K
Event2026-03-31
Filed2026-05-11
IEFA
-1.16%ISHARES CORE MSCI EAFE ETF
Shares59.0K
Event2026-03-31
Filed2026-05-11
USHY
2.95%ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
Shares134.2K
Event2026-03-31
Filed2026-05-11
BSCQ
0.64%INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
Shares234.0K
Event2026-03-31
Filed2026-05-11
BSCR
0.63%INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
Shares232.5K
Event2026-03-31
Filed2026-05-11
USFR
-9.90%WISDOMTREE FLOATING RATE TREASURY FUND
Shares90.3K
Event2026-03-31
Filed2026-05-11
HYD
4.03%VANECK HIGH YIELD MUNI ETF
Shares89.7K
Event2026-03-31
Filed2026-05-11
SPOT
2.79%SPOTIFY TECHNOLOGY S A SHS
Shares7.8K
Event2026-03-31
Filed2026-05-11
SPY
10.42%STATE STREET SPDR S&P 500 ETF
Shares5.3K
Event2026-03-31
Filed2026-05-11
VOE
2.20%VANGUARD MID-CAP VALUE ETF
Shares17.7K
Event2026-03-31
Filed2026-05-11
LLY
1.77%ELI LILLY & CO COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC COM
0.35%MERCK & CO INC COM
Shares23.6K
Event2026-03-31
Filed2026-05-11
IJH
-0.38%ISHARES CORE S&P MID-CAP ETF
Shares42.0K
Event2026-03-31
Filed2026-05-11
BSCT
0.83%INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
Shares137.9K
Event2026-03-31
Filed2026-05-11
BSCS
1.31%INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
Shares125.9K
Event2026-03-31
Filed2026-05-11
IEMG
-1.01%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares36.8K
Event2026-03-31
Filed2026-05-11
BSCU
0.97%INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
Shares152.8K
Event2026-03-31
Filed2026-05-11
AMAT
0.21%APPLIED MATLS INC COM
Shares6.7K
Event2026-03-31
Filed2026-05-11
IVV
0.80%ISHARES CORE S&P 500 ETF
Shares3.3K
Event2026-03-31
Filed2026-05-11
GS
0.45%GOLDMAN SACHS GROUP INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-11
ASML
-18.80%ASML HLDG NV N Y REGISTRY SHS
Shares1.5K
Event2026-03-31
Filed2026-05-11
BSCX
-0.45%INVESCO BULLETSHARES 2033 CORPORATE BOND ETF
Shares90.8K
Event2026-03-31
Filed2026-05-11
BSCW
-0.22%INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
Shares92.8K
Event2026-03-31
Filed2026-05-11
BSCY
-0.26%INVESCO BULLETSHARES 2034 CORPORATE BOND ETF
Shares92.2K
Event2026-03-31
Filed2026-05-11
BSCV
-0.21%INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
Shares115.6K
Event2026-03-31
Filed2026-05-11
CTVA
24.03%CORTEVA INC COM
Shares22.7K
Event2026-03-31
Filed2026-05-11
BSCZ
0.38%INVESCO BULLETSHARES 2035 CORPORATE BOND ETF
Shares89.7K
Event2026-03-31
Filed2026-05-11
V
10.51%VISA INC COM CL A
Shares6.0K
Event2026-03-31
Filed2026-05-11
NVS
20.12%NOVARTIS AG SPONSORED ADR
Shares11.9K
Event2026-03-31
Filed2026-05-11
NTRS
2.44%NORTHERN TR CORP COM
Shares12.9K
Event2026-03-31
Filed2026-05-11
TSLA
19.81%TESLA INC COM
Shares4.8K
Event2026-03-31
Filed2026-05-11
IJR
-0.67%ISHARES CORE S&P SMALL CAP ETF
Shares14.3K
Event2026-03-31
Filed2026-05-11
CB
2.84%CHUBB LTD SWITZ COM
Shares5.4K
Event2026-03-31
Filed2026-05-11
JNJ
3.13%JOHNSON & JOHNSON COM
Shares7.2K
Event2026-03-31
Filed2026-05-11
BBVA
-1.92%BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
Shares80.0K
Event2026-03-31
Filed2026-05-11
SUSA
-2.69%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares13.0K
Event2026-03-31
Filed2026-05-11
BROADCOM INC COM
6.40%BROADCOM INC COM
Shares5.5K
Event2026-03-31
Filed2026-05-11
VRT
5.95%VERTIV HOLDINGS CO COM CL A
Shares6.6K
Event2026-03-31
Filed2026-05-11
IBM
-4.58%INTERNATIONAL BUSINESS MACHS COM
Shares6.8K
Event2026-03-31
Filed2026-05-11
GEV
0.05%GE VERNOVA INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-11
IWF
15.22%ISHARES RUSSELL 1000 GROWTH ETF
Shares3.7K
Event2026-03-31
Filed2026-05-11
MA
5.08%MASTERCARD INCORPORATED CL A
Shares3.1K
Event2026-03-31
Filed2026-05-11
TJX
9.10%TJX COS INC NEW COM
Shares9.5K
Event2026-03-31
Filed2026-05-11
ECL
-31.23%ECOLAB INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-11
VANGUARD S&P 500 ETF
0.56%VANGUARD S&P 500 ETF
Shares2.5K
Event2026-03-31
Filed2026-05-11
GLW
-9.17%CORNING INC COM
Shares10.9K
Event2026-03-31
Filed2026-05-11
HSBC
-1.96%HSBC HLDGS PLC SPON ADR NEW
Shares17.9K
Event2026-03-31
Filed2026-05-11
PEP
34.90%PEPSICO INC COM
Shares9.0K
Event2026-03-31
Filed2026-05-11
SAP
4.24%SAP SE SPON ADR
Shares8.1K
Event2026-03-31
Filed2026-05-11
BK
2.51%BANK NEW YORK MELLON CORP COM
Shares11.5K
Event2026-03-31
Filed2026-05-11
MPWR
1.75%MONOLITHIC PWR SYS INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-11
SPYV
-1.58%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares22.8K
Event2026-03-31
Filed2026-05-11
JPM
-1.42%JPMORGAN CHASE & CO COM
Shares4.4K
Event2026-03-31
Filed2026-05-11
LITE
-12.36%LUMENTUM HLDGS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-11
EMLC
2.76%VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
Shares50.7K
Event2026-03-31
Filed2026-05-11
IWB
-2.68%ISHARES RUSSELL 1000 ETF
Shares3.5K
Event2026-03-31
Filed2026-05-11
CRM
4.96%SALESFORCE INC COM
Shares6.6K
Event2026-03-31
Filed2026-05-11
PFE
7.51%PFIZER INC COM
Shares43.0K
Event2026-03-31
Filed2026-05-11
CAT
1.20%CATERPILLAR INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
NET
16.38%CLOUDFLARE INC CL A COM
Shares5.7K
Event2026-03-31
Filed2026-05-11
WELL
-0.62%WELLTOWER INC COM
Shares5.9K
Event2026-03-31
Filed2026-05-11
AXP
3.36%AMERICAN EXPRESS CO COM
Shares3.8K
Event2026-03-31
Filed2026-05-11
RGLD
1.47%ROYAL GOLD INC COM
Shares4.6K
Event2026-03-31
Filed2026-05-11
ADP
10.45%AUTOMATIC DATA PROCESSING INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-11
ASTRAZENECA PLC ORD
NewASTRAZENECA PLC ORD
Shares5.8K
Event2026-03-31
Filed2026-05-11
IWD
2.69%ISHARES RUSSELL 1000 VALUE ETF
Shares5.3K
Event2026-03-31
Filed2026-05-11
SONY
-5.75%SONY GROUP CORP SPONSORED ADR
Shares54.7K
Event2026-03-31
Filed2026-05-11
MKSI
-7.49%MKS INC. COM
Shares4.8K
Event2026-03-31
Filed2026-05-11
FAST
7.10%FASTENAL CO COM
Shares23.1K
Event2026-03-31
Filed2026-05-11
ORCL
18.26%ORACLE CORP COM
Shares7.3K
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC COM
-11.46%BLACKSTONE INC COM
Shares9.3K
Event2026-03-31
Filed2026-05-11
HD
14.54%HOME DEPOT INC COM
Shares3.2K
Event2026-03-31
Filed2026-05-11
SPGI
-2.12%S&P GLOBAL INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-11
BKNG
-7.31%BOOKING HOLDINGS INC COM
Shares241
Event2026-03-31
Filed2026-05-11
ROCKET LAB CORP COM
6.46%ROCKET LAB CORP COM
Shares15.8K
Event2026-03-31
Filed2026-05-11
GILD
21.82%GILEAD SCIENCES INC COM
Shares7.1K
Event2026-03-31
Filed2026-05-11
RS
-4.79%RELIANCE INC COM
Shares3.2K
Event2026-03-31
Filed2026-05-11
MS
4.06%MORGAN STANLEY COM NEW
Shares5.9K
Event2026-03-31
Filed2026-05-11
MCK
-23.94%MCKESSON CORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
GSK PLC SPONSORED ADR
-4.15%GSK PLC SPONSORED ADR
Shares17.4K
Event2026-03-31
Filed2026-05-11
AMGN
41.82%AMGEN INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
HUBBELL INC COM
0.77%HUBBELL INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
TMO
-9.84%THERMO FISHER SCIENTIFIC INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-11
CSCO
3.81%CISCO SYS INC COM
Shares12.3K
Event2026-03-31
Filed2026-05-11
JSTC
0.00%ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF
Shares48.8K
Event2026-03-31
Filed2026-05-11
SPG
5.33%SIMON PPTY GROUP INC NEW COM
Shares5.1K
Event2026-03-31
Filed2026-05-11
LAM RESEARCH CORP COM NEW
4.96%LAM RESEARCH CORP COM NEW
Shares4.4K
Event2026-03-31
Filed2026-05-11
TMUS
-1.85%T-MOBILE US INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-11
ED
14.77%CONSOLIDATED EDISON INC COM
Shares8.2K
Event2026-03-31
Filed2026-05-11
NEM
0.59%NEWMONT CORP COM
Shares8.5K
Event2026-03-31
Filed2026-05-11
UBER
7.80%UBER TECHNOLOGIES INC COM
Shares12.7K
Event2026-03-31
Filed2026-05-11
IFF
-9.05%INTERNATIONAL FLAVORS&FRAGRANC COM
Shares12.5K
Event2026-03-31
Filed2026-05-11
UNH
5.18%UNITEDHEALTH GROUP INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
SMFG
-2.26%SUMITOMO MITSUI FIN GRP INC SPONSORED ADR
Shares45.7K
Event2026-03-31
Filed2026-05-11
UNILEVER PLC SPON ADR NEW
32.19%UNILEVER PLC SPON ADR NEW
Shares15.7K
Event2026-03-31
Filed2026-05-11
TXN
8.77%TEXAS INSTRS INC COM
Shares4.5K
Event2026-03-31
Filed2026-05-11
T
-10.47%AT&T INC COM
Shares30.3K
Event2026-03-31
Filed2026-05-11
AMD
8.35%ADVANCED MICRO DEVICES INC COM
Shares4.3K
Event2026-03-31
Filed2026-05-11
AMT
20.16%AMERICAN TOWER CORP COM
Shares5.0K
Event2026-03-31
Filed2026-05-11
ISRG
6.44%INTUITIVE SURGICAL INC COM NEW
Shares1.9K
Event2026-03-31
Filed2026-05-11
SMH
-0.05%VANECK SEMICONDUCTOR ETF
Shares2.2K
Event2026-03-31
Filed2026-05-11
NOW
31.22%SERVICENOW INC COM
Shares8.0K
Event2026-03-31
Filed2026-05-11
AWK
14.92%AMERICAN WTR WKS CO INC NEW COM
Shares6.1K
Event2026-03-31
Filed2026-05-11
IDXX
11.20%IDEXX LABS INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
PLD
1.03%PROLOGIS INC. COM
Shares6.2K
Event2026-03-31
Filed2026-05-11
ABT
-0.10%ABBOTT LABORATORIES COM
Shares8.0K
Event2026-03-31
Filed2026-05-11
LYG
-16.83%LLOYDS BANKING GROUP PLC SPONSORED ADR
Shares162.0K
Event2026-03-31
Filed2026-05-11
DIS
17.87%DISNEY WALT CO COM
Shares8.4K
Event2026-03-31
Filed2026-05-11
FTI
-5.27%TECHNIPFMC PLC COM
Shares11.7K
Event2026-03-31
Filed2026-05-11
VZ
-0.09%VERIZON COMMUNICATIONS INC COM
Shares16.0K
Event2026-03-31
Filed2026-05-11
COST
-4.36%COSTCO WHOLESALE CORPORATION COM
Shares790
Event2026-03-31
Filed2026-05-11
PGR
20.57%PROGRESSIVE CORP COM
Shares4.0K
Event2026-03-31
Filed2026-05-11
EXPE
-1.50%EXPEDIA GROUP INC COM NEW
Shares3.4K
Event2026-03-31
Filed2026-05-11
INTC
9.12%INTEL CORP COM
Shares17.3K
Event2026-03-31
Filed2026-05-11
BSX
11.65%BOSTON SCIENTIFIC CORP COM
Shares12.1K
Event2026-03-31
Filed2026-05-11
ETD
NewETHAN ALLEN INTERIORS INC COM
Shares34.0K
Event2026-03-31
Filed2026-05-11
NMR
7.21%NOMURA HLDGS INC SPONSORED ADR
Shares95.5K
Event2026-03-31
Filed2026-05-11
SRE
-0.88%SEMPRA COM
Shares7.7K
Event2026-03-31
Filed2026-05-11
CRWD
3.57%CROWDSTRIKE HLDGS INC CL A
Shares1.9K
Event2026-03-31
Filed2026-05-11
EXC
31.29%EXELON CORP COM
Shares15.1K
Event2026-03-31
Filed2026-05-11
JBL
3.38%JABIL INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-11
ESE
-32.34%ESCO TECHNOLOGIES INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-11
BIIB
-23.63%BIOGEN INC COM
Shares3.9K
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC IRELAND SHS CLASS A
2.65%ACCENTURE PLC IRELAND SHS CLASS A
Shares3.6K
Event2026-03-31
Filed2026-05-11
REPX
-7.35%RILEY EXPLORATION PERMIAN INC COM
Shares19.4K
Event2026-03-31
Filed2026-05-11
BUD
9.21%ANHEUSER BUSCH INBEV SA NV SPONSORED ADR
Shares10.1K
Event2026-03-31
Filed2026-05-11
KLAC
7.99%KLA CORP COM NEW
Shares473
Event2026-03-31
Filed2026-05-11
PAYX
52.78%PAYCHEX INC COM
Shares7.5K
Event2026-03-31
Filed2026-05-11
SPYG
-1.36%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares7.0K
Event2026-03-31
Filed2026-05-11
CBRE
-8.04%CBRE GROUP INC CL A
Shares5.1K
Event2026-03-31
Filed2026-05-11
SYK
-5.18%STRYKER CORPORATION COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
SCHW
0.22%SCHWAB CHARLES CORP COM
Shares7.3K
Event2026-03-31
Filed2026-05-11
RELX
-9.43%RELX PLC SPONSORED ADR
Shares20.6K
Event2026-03-31
Filed2026-05-11
XLK
0.00%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares5.1K
Event2026-03-31
Filed2026-05-11
FTNT
3.04%FORTINET INC COM
Shares8.3K
Event2026-03-31
Filed2026-05-11
COF
8.28%CAPITAL ONE FINL CORP COM
Shares3.7K
Event2026-03-31
Filed2026-05-11
TM
NewTOYOTA MOTOR CORP ADS
Shares3.2K
Event2026-03-31
Filed2026-05-11
PCAR
1.97%PACCAR INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-11
PANW
90.29%PALO ALTO NETWORKS INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-11
VRTX
63.68%VERTEX PHARMACEUTICALS INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-11
ROST
10.88%ROSS STORES INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-11
MU
3.35%MICRON TECHNOLOGY INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-11
PHM
17.94%PULTE GROUP INC COM
Shares5.4K
Event2026-03-31
Filed2026-05-11
ITW
2.57%ILLINOIS TOOL WKS INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-11
INTU
4.18%INTUIT COM
Shares1.4K
Event2026-03-31
Filed2026-05-11
DE
6.74%DEERE & CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
SNY
7.59%SANOFI SA SPONSORED ADR
Shares12.8K
Event2026-03-31
Filed2026-05-11
BAC
103.09%BANK OF AMER CORP COM
Shares12.5K
Event2026-03-31
Filed2026-05-11
ALNY
112.86%ALNYLAM PHARMACEUTICALS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-11
CME
5.68%CME GROUP INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
USFD
3.88%US FOODS HLDG CORP COM
Shares6.5K
Event2026-03-31
Filed2026-05-11
DDOG
24.98%DATADOG INC CL A COM
Shares5.0K
Event2026-03-31
Filed2026-05-11
VGT
-17.94%VANGUARD INFORMATION TECHNOLOGY ETF
Shares851
Event2026-03-31
Filed2026-05-11
CTAS
1.87%CINTAS CORP COM
Shares3.5K
Event2026-03-31
Filed2026-05-11
ES
-2.12%EVERSOURCE ENERGY COM
Shares8.5K
Event2026-03-31
Filed2026-05-11
SCHA
-1.69%SCHWAB U.S. SMALL-CAP ETF
Shares20.0K
Event2026-03-31
Filed2026-05-11
DHI
-4.47%D R HORTON INC COM
Shares4.2K
Event2026-03-31
Filed2026-05-11
WDC
76.34%WESTERN DIGITAL CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
EW
8.28%EDWARDS LIFESCIENCES CORP COM
Shares7.1K
Event2026-03-31
Filed2026-05-11
WCC
-2.12%WESCO INTL INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
VNQI
-0.95%VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
Shares12.7K
Event2026-03-31
Filed2026-05-11
EFA
17.17%ISHARES MSCI EAFE ETF
Shares5.8K
Event2026-03-31
Filed2026-05-11
DUPONT DE NEMOURS INC COM
60.48%DUPONT DE NEMOURS INC COM
Shares12.3K
Event2026-03-31
Filed2026-05-11
PNC
-2.92%PNC FINL SVCS GROUP INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
HWM
6.73%HOWMET AEROSPACE INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-11
AFL
7.08%AFLAC INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-11
MDLZ
75.89%MONDELEZ INTL INC CL A
Shares9.7K
Event2026-03-31
Filed2026-05-11
PWR
9.83%QUANTA SVCS INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-11
PLTR
2.03%PALANTIR TECHNOLOGIES INC CL A
Shares3.8K
Event2026-03-31
Filed2026-05-11
FITB
36.55%FIFTH THIRD BANCORP COM
Shares11.9K
Event2026-03-31
Filed2026-05-11
THE CIGNA GROUP COM
7.90%THE CIGNA GROUP COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
ESGV
0.49%VANGUARD ESG U.S. STOCK ETF
Shares4.9K
Event2026-03-31
Filed2026-05-11
VNQ
-0.27%VANGUARD REAL ESTATE ETF
Shares6.2K
Event2026-03-31
Filed2026-05-11
VUG
-0.71%VANGUARD GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-05-11
SPDW
-11.56%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares12.0K
Event2026-03-31
Filed2026-05-11
VTR
-6.37%VENTAS INC COM
Shares6.7K
Event2026-03-31
Filed2026-05-11
VIPER ENERGY INC CL A
NewVIPER ENERGY INC CL A
Shares11.6K
Event2026-03-31
Filed2026-05-11
TAK
-12.83%TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
Shares29.4K
Event2026-03-31
Filed2026-05-11
DRI
8.05%DARDEN RESTAURANTS INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-11
SLB
4.15%SLB LIMITED COM STK
Shares10.6K
Event2026-03-31
Filed2026-05-11
ABBV
1.56%ABBVIE INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-11
DASH
40.89%DOORDASH INC CL A
Shares3.6K
Event2026-03-31
Filed2026-05-11
SPXC
-6.08%SPX TECHNOLOGIES INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
CPA
-5.57%COPA HOLDINGS SA CL A
Shares4.7K
Event2026-03-31
Filed2026-05-11
USB
8.30%US BANCORP COM NEW
Shares10.2K
Event2026-03-31
Filed2026-05-11
TTWO
10.42%TAKE-TWO INTERACTIVE SOFTWARE COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
NAT
-16.97%NORDIC AMERICAN TANKERS LIMITE COM
Shares90.3K
Event2026-03-31
Filed2026-05-11
EBAY
-17.42%EBAY INC. COM
Shares5.8K
Event2026-03-31
Filed2026-05-11
XOM
1.71%EXXON MOBIL CORP COM
Shares3.1K
Event2026-03-31
Filed2026-05-11
NVT
-10.88%NVENT ELEC PLC SHS
Shares4.4K
Event2026-03-31
Filed2026-05-11
LNG
NewCHENIERE ENERGY INC COM NEW
Shares1.8K
Event2026-03-31
Filed2026-05-11
HST
-3.41%HOST HOTELS & RESORTS INC COM
Shares27.1K
Event2026-03-31
Filed2026-05-11
PEG
35.67%PUBLIC SVC ENTERPRISE GROUP COM
Shares6.4K
Event2026-03-31
Filed2026-05-11
DCI
35.80%DONALDSON INC COM
Shares6.1K
Event2026-03-31
Filed2026-05-11
BMY
-5.41%BRISTOL-MYERS SQUIBB CO COM
Shares8.5K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL CL B NEW
0.00%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares1.1K
Event2026-03-31
Filed2026-05-11
LYV
5.96%LIVE NATION ENTERTAINMENT INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
MMC
8.50%MARSH & MCLENNAN COS INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-11
ING
-0.88%ING GROEP N.V. SPONSORED ADR
Shares19.4K
Event2026-03-31
Filed2026-05-11
HOOD
6.64%ROBINHOOD MKTS INC COM CL A
Shares7.3K
Event2026-03-31
Filed2026-05-11
AMP
13.64%AMERIPRISE FINL INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
DLR
36.00%DIGITAL RLTY TR INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-11
PG
10.59%PROCTER & GAMBLE CO COM
Shares3.5K
Event2026-03-31
Filed2026-05-11
CVNA
119.64%CARVANA CO CL A
Shares1.6K
Event2026-03-31
Filed2026-05-11
AEIS
-0.83%ADVANCED ENERGY INDS COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
APH
3.41%AMPHENOL CORP CL A
Shares3.9K
Event2026-03-31
Filed2026-05-11
LOW
-11.73%LOWES COS INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
MCO
-4.30%MOODYS CORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
SNDK
NewSANDISK CORP COM
Shares778
Event2026-03-31
Filed2026-05-11
EMR
4.10%EMERSON ELEC CO COM
Shares3.7K
Event2026-03-31
Filed2026-05-11
VEEV
25.67%VEEVA SYS INC CL A COM
Shares2.8K
Event2026-03-31
Filed2026-05-11
VSEC
41.45%VSE CORP COM
Shares2.6K
Event2026-03-31
Filed2026-05-11
REGN
-30.58%REGENERON PHARMACEUTICALS COM
Shares631
Event2026-03-31
Filed2026-05-11
EIX
-20.93%EDISON INTL COM
Shares6.7K
Event2026-03-31
Filed2026-05-11
GSLC
0.00%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares3.8K
Event2026-03-31
Filed2026-05-11
TNL
-3.07%TRAVEL PLUS LEISURE CO COM
Shares6.9K
Event2026-03-31
Filed2026-05-11
ADBE
-17.06%ADOBE INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
EME
0.00%EMCOR GROUP INC COM
Shares644
Event2026-03-31
Filed2026-05-11
RBLX
54.47%ROBLOX CORP CL A
Shares8.4K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC COM NEW
117.56%CITIGROUP INC COM NEW
Shares4.2K
Event2026-03-31
Filed2026-05-11
ABNB
46.49%AIRBNB INC COM CL A
Shares3.8K
Event2026-03-31
Filed2026-05-11
DK
-7.65%DELEK US HLDGS INC NEW COM
Shares10.5K
Event2026-03-31
Filed2026-05-11
RMD
36.84%RESMED INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
WBD
-14.51%WARNER BROS DISCOVERY INC COM SER A
Shares17.2K
Event2026-03-31
Filed2026-05-11
L
-4.87%LOEWS CORP COM
Shares4.4K
Event2026-03-31
Filed2026-05-11
BR
30.84%BROADRIDGE FINL SOLUTIONS INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC SHS
1.64%EATON CORP PLC SHS
Shares1.3K
Event2026-03-31
Filed2026-05-11
MSCI
-15.11%MSCI INC COM
Shares854
Event2026-03-31
Filed2026-05-11
TNK
-6.52%TEEKAY TANKERS LTD CL A
Shares6.2K
Event2026-03-31
Filed2026-05-11
DINO
-11.30%HF SINCLAIR CORP COM
Shares7.2K
Event2026-03-31
Filed2026-05-11
NUE
1.52%NUCOR CORP COM
Shares2.7K
Event2026-03-31
Filed2026-05-11
GWW
1.47%WW GRAINGER INC COM
Shares413
Event2026-03-31
Filed2026-05-11
CMG
0.37%CHIPOTLE MEXICAN GRILL INC COM
Shares14.0K
Event2026-03-31
Filed2026-05-11
DHT
-3.04%DHT HOLDINGS INC SHS NEW
Shares24.2K
Event2026-03-31
Filed2026-05-11
DHR
-23.26%DANAHER CORP DEL COM
Shares2.3K
Event2026-03-31
Filed2026-05-11
FNDF
3.44%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares9.0K
Event2026-03-31
Filed2026-05-11
MLM
35.34%MARTIN MARIETTA MATLS INC COM
Shares743
Event2026-03-31
Filed2026-05-11
STT
-15.89%STATE STR CORP COM
Shares3.5K
Event2026-03-31
Filed2026-05-11
CIEN
-19.05%CIENA CORP COM NEW
Shares1.1K
Event2026-03-31
Filed2026-05-11
VRSK
-20.47%VERISK ANALYTICS INC COM
Shares2.3K
Event2026-03-31
Filed2026-05-11
CPNG
11.14%COUPANG INC CL A
Shares22.7K
Event2026-03-31
Filed2026-05-11
NATWEST GROUP PLC SPONS ADR
-22.05%NATWEST GROUP PLC SPONS ADR
Shares28.7K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC COM
16.89%BLACKROCK INC COM
Shares443
Event2026-03-31
Filed2026-05-11
WAB
15.68%WABTEC COM
Shares1.7K
Event2026-03-31
Filed2026-05-11
CW
1.97%CURTISS WRIGHT CORP COM
Shares622
Event2026-03-31
Filed2026-05-11
MTB
6.08%M & T BK CORP COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
KEYS
NewKEYSIGHT TECHNOLOGIES INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
TSCO
20.23%TRACTOR SUPPLY CO COM
Shares9.1K
Event2026-03-31
Filed2026-05-11
ICE
2.08%INTERCONTINENTAL EXCHANGE INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-11
MFG
102.17%MIZUHO FINANCIAL GROUP INC SPONSORED ADR
Shares51.4K
Event2026-03-31
Filed2026-05-11
IVW
0.06%ISHARES S&P 500 GROWTH ETF
Shares3.6K
Event2026-03-31
Filed2026-05-11
AER
-7.33%AERCAP HOLDINGS NV SHS
Shares2.9K
Event2026-03-31
Filed2026-05-11
QCOM
-19.20%QUALCOMM INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-11
CFG
-12.27%CITIZENS FINL GROUP INC COM
Shares6.6K
Event2026-03-31
Filed2026-05-11
TFC
-1.94%TRUIST FINL CORP COM
Shares8.6K
Event2026-03-31
Filed2026-05-11
ROK
11.65%ROCKWELL AUTOMATION INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
CL
NewCOLGATE PALMOLIVE CO COM
Shares4.5K
Event2026-03-31
Filed2026-05-11
IUSG
-2.65%ISHARES CORE S&P U.S. GROWTH ETF
Shares2.4K
Event2026-03-31
Filed2026-05-11
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares1.5K
Event2026-03-31
Filed2026-05-11
FTAI AVIATION LTD SHS
NewFTAI AVIATION LTD SHS
Shares1.5K
Event2026-03-31
Filed2026-05-11
XYL
41.64%XYLEM INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-11
APP
-19.29%APPLOVIN CORP COM CL A
Shares933
Event2026-03-31
Filed2026-05-11
IRM
-15.36%IRON MTN INC DEL COM
Shares3.6K
Event2026-03-31
Filed2026-05-11
EQIX
NewEQUINIX INC COM
Shares372
Event2026-03-31
Filed2026-05-11
DLTR
-3.43%DOLLAR TREE INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
CROWN CASTLE INC COM
-21.73%CROWN CASTLE INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-11
ARISTA NETWORKS INC COM SHS
13.84%ARISTA NETWORKS INC COM SHS
Shares2.9K
Event2026-03-31
Filed2026-05-11
PECO
-0.59%PHILLIPS EDISON & CO INC COMMON STOCK
Shares9.6K
Event2026-03-31
Filed2026-05-11
BCS
-15.53%BARCLAYS PLC ADR
Shares16.8K
Event2026-03-31
Filed2026-05-11
WY
28.83%WEYERHAEUSER CO COM NEW
Shares14.6K
Event2026-03-31
Filed2026-05-11
UCTT
NewULTRA CLEAN HLDGS INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-11
AFRM
-4.35%AFFIRM HLDGS INC COM CL A
Shares7.7K
Event2026-03-31
Filed2026-05-11
IR
-4.56%INGERSOLL RAND INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-11
ROP
NewROPER TECHNOLOGIES INC COM
Shares976
Event2026-03-31
Filed2026-05-11
GDDY
74.74%GODADDY INC CL A
Shares4.2K
Event2026-03-31
Filed2026-05-11
ARGX
-24.24%ARGENX SE SPONSORED ADR
Shares472
Event2026-03-31
Filed2026-05-11
PH
2.41%PARKER-HANNIFIN CORP COM
Shares383
Event2026-03-31
Filed2026-05-11
PRU
-20.31%PRUDENTIAL FINL INC COM
Shares3.5K
Event2026-03-31
Filed2026-05-11
EXR
-9.70%EXTRA SPACE STORAGE INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-11
AJG
-26.74%GALLAGHER ARTHUR J & CO COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
DEO
77.89%DIAGEO PLC SPON ADR NEW
Shares4.5K
Event2026-03-31
Filed2026-05-11
UBS
NewUBS GROUP AG SHS
Shares8.5K
Event2026-03-31
Filed2026-05-11
AVB
26.38%AVALONBAY CMNTYS INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-11
JCI
-1.98%JOHNSON CTLS INTL PLC SHS
Shares2.5K
Event2026-03-31
Filed2026-05-11
QNITY ELECTRONICS INC COMMON STOCK
-4.78%QNITY ELECTRONICS INC COMMON STOCK
Shares2.8K
Event2026-03-31
Filed2026-05-11
MARVELL TECHNOLOGY INC COM
-8.49%MARVELL TECHNOLOGY INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
FIX
4.41%COMFORT SYS USA INC COM
Shares237
Event2026-03-31
Filed2026-05-11
SNA
5.60%SNAP ON INC COM
Shares887
Event2026-03-31
Filed2026-05-11
INSM
NewINSMED INC COM PAR $.01
Shares2.0K
Event2026-03-31
Filed2026-05-11
APOLLO GLOBAL MGMT INC COM
-27.09%APOLLO GLOBAL MGMT INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-11
STZ
-13.61%CONSTELLATION BRANDS INC CL A
Shares2.1K
Event2026-03-31
Filed2026-05-11
ELV
-35.85%ELEVANCE HEALTH INC FORMERLY A COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
ALAB
-13.05%ASTERA LABS INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-11
FICO
-19.45%FAIR ISAAC CORP COM
Shares294
Event2026-03-31
Filed2026-05-11
HCA
22.79%HCA HEALTHCARE INC COM
Shares652
Event2026-03-31
Filed2026-05-11
DFUS
0.23%DIMENSIONAL U.S. EQUITY MARKET ETF
Shares4.3K
Event2026-03-31
Filed2026-05-11
HTO
14.14%H2O AMERICA COM
Shares5.2K
Event2026-03-31
Filed2026-05-11
APD
NewAIR PRODUCTS AND CHEMICALS INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
TYL
NewTYLER TECHNOLOGIES INC COM
Shares878
Event2026-03-31
Filed2026-05-11
TXRH
NewTEXAS ROADHOUSE INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-11
EXPD
38.49%EXPEDITORS INTL WASH INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
AON PLC SHS CL A
17.82%AON PLC SHS CL A
Shares919
Event2026-03-31
Filed2026-05-11
DELL
-11.30%DELL TECHNOLOGIES INC CL C
Shares1.8K
Event2026-03-31
Filed2026-05-11
ALL
47.87%ALLSTATE CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-11
BTI
0.00%BRITISH AMERN TOB PLC SPONSORED ADR
Shares5.0K
Event2026-03-31
Filed2026-05-11
KEY
NewKEYCORP COM
Shares14.4K
Event2026-03-31
Filed2026-05-11
SNPS
7.41%SYNOPSYS INC COM
Shares725
Event2026-03-31
Filed2026-05-11
BN
0.00%BROOKFIELD CORP CL A LTD VT SH
Shares7.0K
Event2026-03-31
Filed2026-05-11
OMC
-1.19%OMNICOM GROUP INC COM
Shares3.7K
Event2026-03-31
Filed2026-05-11
AMPY
-0.31%AMPLIFY ENERGY CORP NEW COM
Shares44.9K
Event2026-03-31
Filed2026-05-11
BJ
NewBJS WHSL CLUB HLDGS INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-11
SD
NewSANDRIDGE ENERGY INC COM NEW
Shares17.2K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC SHS
-29.26%MEDTRONIC PLC SHS
Shares3.2K
Event2026-03-31
Filed2026-05-11
VVX
-33.11%V2X INC COM
Shares4.0K
Event2026-03-31
Filed2026-05-11
AGNC
24.16%AGNC INVT CORP COM
Shares27.5K
Event2026-03-31
Filed2026-05-11
CORPAY INC COM SHS
NewCORPAY INC COM SHS
Shares939
Event2026-03-31
Filed2026-05-11
ADSK
13.09%AUTODESK INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-11
KOS
-44.37%KOSMOS ENERGY LTD COM
Shares97.3K
Event2026-03-31
Filed2026-05-11
TT
5.58%TRANE TECHNOLOGIES PLC SHS
Shares643
Event2026-03-31
Filed2026-05-11
CPK
-3.20%CHESAPEAKE UTILS CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
BWA
NewBORGWARNER INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TRUST
0.00%ISHARES GOLD TRUST
Shares3.0K
Event2026-03-31
Filed2026-05-11
HBAN
45.99%HUNTINGTON BANCSHARES INC COM
Shares16.9K
Event2026-03-31
Filed2026-05-11
TRV
6.35%TRAVELERS COMPANIES INC COM
Shares905
Event2026-03-31
Filed2026-05-11
AL
1.96%AIR LEASE CORP CL A
Shares4.1K
Event2026-03-31
Filed2026-05-11
WMT
-9.54%WALMART INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
GIS
-41.61%GENERAL MILLS INC COM
Shares7.1K
Event2026-03-31
Filed2026-05-11
VSGX
0.52%VANGUARD ESG INTERNATIONAL STOCK ETF
Shares3.6K
Event2026-03-31
Filed2026-05-11
PKE
-44.29%PARK AEROSPACE CORP COM
Shares9.5K
Event2026-03-31
Filed2026-05-11
IVE
0.33%ISHARES S&P 500 VALUE ETF
Shares1.2K
Event2026-03-31
Filed2026-05-11
SITM
-11.24%SITIME CORP COM
Shares750
Event2026-03-31
Filed2026-05-11
SNX
-2.18%TD SYNNEX CORPORATION COM
Shares1.5K
Event2026-03-31
Filed2026-05-11
SGI
14.39%SOMNIGROUP INTERNATIONAL INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-11
TER
NewTERADYNE INC COM
Shares850
Event2026-03-31
Filed2026-05-11
OTIS
-3.64%OTIS WORLDWIDE CORP COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
GRNT
NewGRANITE RIDGE RESOURCES INC COM
Shares42.5K
Event2026-03-31
Filed2026-05-11
VXUS
4.19%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares3.2K
Event2026-03-31
Filed2026-05-11
DOV
NewDOVER CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-11
CNC
-34.35%CENTENE CORP DEL COM
Shares7.5K
Event2026-03-31
Filed2026-05-11
WFC
0.00%WELLS FARGO & CO COM
Shares3.1K
Event2026-03-31
Filed2026-05-11
GLNG
NewGOLAR LNG LTD SHS
Shares4.5K
Event2026-03-31
Filed2026-05-11
VONG
0.00%VANGUARD RUSSELL 1000 GROWTH ETF
Shares2.2K
Event2026-03-31
Filed2026-05-11
FLS
-23.39%FLOWSERVE CORP COM
Shares3.3K
Event2026-03-31
Filed2026-05-11
AXON
31.12%AXON ENTERPRISE INC COM
Shares573
Event2026-03-31
Filed2026-05-11
AEGON LTD AMER REG 1 CERT
-7.53%AEGON LTD AMER REG 1 CERT
Shares33.2K
Event2026-03-31
Filed2026-05-11
TWLO
7.06%TWILIO INC CL A
Shares1.9K
Event2026-03-31
Filed2026-05-11
AIG
-10.31%AMERICAN INTL GROUP INC COM NEW
Shares3.2K
Event2026-03-31
Filed2026-05-11
KVUE
-15.60%KENVUE INC COM
Shares13.9K
Event2026-03-31
Filed2026-05-11
MCHP
-0.16%MICROCHIP TECHNOLOGY INC. COM
Shares3.7K
Event2026-03-31
Filed2026-05-11
UHAL.B
NewU HAUL HOLDING COMPANY COM SER N
Shares5.3K
Event2026-03-31
Filed2026-05-11
CARR
NewCARRIER GLOBAL CORPORATION COM
Shares4.2K
Event2026-03-31
Filed2026-05-11
CPRT
NewCOPART INC COM
Shares7.2K
Event2026-03-31
Filed2026-05-11
TRS
3.24%TRIMAS CORP COM NEW
Shares6.6K
Event2026-03-31
Filed2026-05-11
VFH
0.00%VANGUARD FINANCIALS ETF
Shares2.0K
Event2026-03-31
Filed2026-05-11
TTD
3.55%THE TRADE DESK INC COM CL A
Shares10.4K
Event2026-03-31
Filed2026-05-11
FI
-39.74%FISERV INC COM
Shares4.2K
Event2026-03-31
Filed2026-05-11
ACM
-34.65%AECOM COM
Shares2.8K
Event2026-03-31
Filed2026-05-11
JQUA
0.00%JPMORGAN U.S. QUALITY FACTOR ETF
Shares3.8K
Event2026-03-31
Filed2026-05-11
ADI
NewANALOG DEVICES INC COM
Shares733
Event2026-03-31
Filed2026-05-11
LH
NewLABCORP HOLDINGS INC COM SHS
Shares873
Event2026-03-31
Filed2026-05-11
VEU
0.00%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares3.1K
Event2026-03-31
Filed2026-05-11
HPE
-4.54%HEWLETT PACKARD ENTERPRISE CO COM
Shares9.7K
Event2026-03-31
Filed2026-05-11
CEG
-1.21%CONSTELLATION ENERGY CORP COM
Shares817
Event2026-03-31
Filed2026-05-11
NJR
-5.39%NEW JERSEY RES CORP COM
Shares4.1K
Event2026-03-31
Filed2026-05-11
CMCSA
-32.45%COMCAST CORP NEW CL A
Shares7.9K
Event2026-03-31
Filed2026-05-11
SNOW
-15.23%SNOWFLAKE INC COM SHS
Shares1.5K
Event2026-03-31
Filed2026-05-11
PPG
NewPPG INDS INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-11
LAMR
-11.12%LAMAR ADVERTISING CO CL A
Shares1.8K
Event2026-03-31
Filed2026-05-11
SAN
-2.28%BANCO SANTANDER SA ADR
Shares20.0K
Event2026-03-31
Filed2026-05-11
FERGUSON ENTERPRISES INC COMMON STOCK NEW
-28.73%FERGUSON ENTERPRISES INC COMMON STOCK NEW
Shares965
Event2026-03-31
Filed2026-05-11
HUBS
-17.34%HUBSPOT INC COM
Shares915
Event2026-03-31
Filed2026-05-11
TPR
NewTAPESTRY INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
SJM
-12.25%SMUCKER J M CO COM NEW
Shares2.3K
Event2026-03-31
Filed2026-05-11
LSCC
NewLATTICE SEMICONDUCTOR CORP COM
Shares2.4K
Event2026-03-31
Filed2026-05-11
HIG
4.92%HARTFORD INSURANCE GROUP INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-11
MCD
NewMCDONALDS CORP COM
Shares702
Event2026-03-31
Filed2026-05-11
IMCB
-1.99%ISHARES MORNINGSTAR MID-CAP ETF
Shares2.6K
Event2026-03-31
Filed2026-05-11
SNPE
0.00%XTRACKERS S&P 500 SCORED & SCREENED ETF
Shares3.6K
Event2026-03-31
Filed2026-05-11
SCHD
NewSCHWAB US DIVIDEND EQUITY ETF
Shares7.1K
Event2026-03-31
Filed2026-05-11
SYY
NewSYSCO CORP COM
Shares3.0K
Event2026-03-31
Filed2026-05-11
SHW
-19.42%SHERWIN WILLIAMS CO COM
Shares668
Event2026-03-31
Filed2026-05-11
NWN
NewNORTHWEST NAT HLDG CO COM
Shares4.0K
Event2026-03-31
Filed2026-05-11
CAG
-43.14%CONAGRA BRANDS INC COM
Shares13.6K
Event2026-03-31
Filed2026-05-11
CAH
-0.98%CARDINAL HEALTH INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-11
MET
-5.99%METLIFE INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-11
STLD
NewSTEEL DYNAMICS INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-11
EQNR
NewEQUINOR ASA SPONSORED ADR
Shares5.0K
Event2026-03-31
Filed2026-05-11
XLF
0.00%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares4.2K
Event2026-03-31
Filed2026-05-11
NDAQ
-46.82%NASDAQ INC COM
Shares2.4K
Event2026-03-31
Filed2026-05-11
CMCL
-4.18%CALEDONIA MNG CORP SHS NEW
Shares9.0K
Event2026-03-31
Filed2026-05-11
PHG
NewKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
Shares7.4K
Event2026-03-31
Filed2026-05-11
APG
-48.55%API GROUP CORP COM STK
Shares5.0K
Event2026-03-31
Filed2026-05-11
GRAB
-13.91%GRAB HOLDINGS LIMITED CLASS A ORD
Shares55.1K
Event2026-03-31
Filed2026-05-11
IT
-35.75%GARTNER INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-11
KDP
-31.86%KEURIG DR PEPPER INC COM
Shares7.6K
Event2026-03-31
Filed2026-05-11
PSO
7.30%PEARSON PLC SPONSORED ADR
Shares15.2K
Event2026-03-31
Filed2026-05-11
ASLE
116.43%AERSALE CORPORATION COM
Shares30.0K
Event2026-03-31
Filed2026-05-11
RDW
NewREDWIRE CORPORATION COM
Shares18.1K
Event2026-03-31
Filed2026-05-11
AVK
2.95%ADVENT CONV & INCOME FD COM
Shares11.4K
Event2026-03-31
Filed2026-05-11
ERIC
3.04%TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10
Shares10.9K
Event2026-03-31
Filed2026-05-11
NOK
-39.89%NOKIA CORP SPONSORED ADR
Shares12.5K
Event2026-03-31
Filed2026-05-11
EPM
-59.88%EVOLUTION PETE CORP COM
Shares19.6K
Event2026-03-31
Filed2026-05-11
DC
1.24%DAKOTA GOLD CORP COM
Shares15.5K
Event2026-03-31
Filed2026-05-11
ADT
NewADT INC DEL COM
Shares11.1K
Event2026-03-31
Filed2026-05-11
LZM
53.77%LIFEZONE METALS LIMITED ORD SHS
Shares21.3K
Event2026-03-31
Filed2026-05-11
ACHR
-1.57%ARCHER AVIATION INC COM CL A
Shares10.9K
Event2026-03-31
Filed2026-05-11
EVEX
NewEVE HLDG INC COM
Shares10.7K
Event2026-03-31
Filed2026-05-11
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available