Sponsored
The Analysis of Essex Bank's Holdings & P&L
Currently, Essex Bank holds 305 types of securities in its portfolio with a total value $452.0M. In the most recent quarter, they have increased their positions in VTES (+5.5K shares, valued at $558.8K), N/A (+2.6K shares, valued at $515.9K), MINT (+4.0K shares, valued at $404.4K); decreased their positions in N/A (-4.7K shares, valued at $1.4M), AAPL (-2.9K shares, valued at $731.2K), GLW (-4.5K shares, valued at $615.7K); initiated new positions in N/A (+2.6K shares, valued at $515.9K), N/A (+3.9K shares, valued at $248.3K), TRGP (+984 shares, valued at $246.7K).
1M P&L
+8.5M+2.05%
3M P&L
-12.1M-2.78%
HY P&L
+14.7M+3.59%
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/A95.1M
24.1%
2Oil & Gas Integrated57.9M
14.7%
3Drug Manufacturers - General33.2M
8.4%
Top Industries by Stock Count
1N/A101 stocks
37.0%
2Drug Manufacturers - General9 stocks
3.3%
3Utilities - Regulated Electric9 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS9.0K shares1.00%2026-03-312026-04-17
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW10.2K shares-5.09%2026-03-312026-04-17
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A4.5K shares-1.91%2026-03-312026-04-17
Sponsored
Sponsored
INVESCO ETF S&P 500 EQUAL WEIGHT INVESCO ETF S&P 500 EQUAL WEIGHT3.7K shares-2.69%2026-03-312026-04-17
Sponsored
Sponsored
Sponsored
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF12.4K shares0.00%2026-03-312026-04-17
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL3.3K shares-5.92%2026-03-312026-04-17
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XOM
-1.29%EXXON MOBIL CORPORATION
Shares174.4K
Event2026-03-31
Filed2026-04-17
CVX
-0.90%CHEVRON COM
Shares132.5K
Event2026-03-31
Filed2026-04-17
AAPL
-2.61%APPLE COMPUTER INC. CMN.
Shares107.6K
Event2026-03-31
Filed2026-04-17
JNJ
-0.33%JOHNSON & JOHNSON COM
Shares68.2K
Event2026-03-31
Filed2026-04-17
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares16
Event2026-03-31
Filed2026-04-17
MSFT
-3.72%MICROSOFT COM
Shares27.2K
Event2026-03-31
Filed2026-04-17
LLY
-3.70%LILLY ELI & COMPANY
Shares10.4K
Event2026-03-31
Filed2026-04-17
ADP
0.16%AUTOMATIC DATA PROCESSING INC - TAXABLE
Shares42.8K
Event2026-03-31
Filed2026-04-17
ALPHABET INC.
-13.63%ALPHABET INC.
Shares30.0K
Event2026-03-31
Filed2026-04-17
NVDA
-1.52%NVIDIA CORP
Shares46.7K
Event2026-03-31
Filed2026-04-17
JPM
-3.09%JP MORGAN CHASE & CO COM
Shares27.5K
Event2026-03-31
Filed2026-04-17
BROADCOM INC
-0.02%BROADCOM INC
Shares24.6K
Event2026-03-31
Filed2026-04-17
ALPHABET INC CAP STK CL A
-6.04%ALPHABET INC CAP STK CL A
Shares25.8K
Event2026-03-31
Filed2026-04-17
AMZN
-3.71%AMAZON COM INC COM
Shares34.0K
Event2026-03-31
Filed2026-04-17
IVV
-2.01%ISHARES TR S&P 500 INDEX
Shares8.9K
Event2026-03-31
Filed2026-04-17
WMT
-5.84%WAL-MART
Shares44.5K
Event2026-03-31
Filed2026-04-17
VANGUARD INDEX FDS S&P 500 ETF SHS
1.00%VANGUARD INDEX FDS S&P 500 ETF SHS
Shares9.0K
Event2026-03-31
Filed2026-04-17
BERKSHIRE HATHAWAY INC DEL CL B NEW
-5.09%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares10.2K
Event2026-03-31
Filed2026-04-17
SPY
-1.34%SPDR TR UNIT SER 1
Shares7.4K
Event2026-03-31
Filed2026-04-17
RTX
-1.53%RTX CORPORATION COM
Shares24.2K
Event2026-03-31
Filed2026-04-17
PG
-7.85%PROCTER & GAMBLE CO.
Shares30.4K
Event2026-03-31
Filed2026-04-17
V
-4.92%VISA INC COM CL A
Shares14.1K
Event2026-03-31
Filed2026-04-17
HD
0.16%HOME DEPOT COM
Shares12.2K
Event2026-03-31
Filed2026-04-17
VEA
-0.03%VANGUARD TAX-MANAGED FD EUROPE PAC ETF
Shares59.5K
Event2026-03-31
Filed2026-04-17
TGT
0.06%TARGET CORPORATION
Shares31.2K
Event2026-03-31
Filed2026-04-17
INVESCO QQQ TR UNIT SER 1
-5.71%INVESCO QQQ TR UNIT SER 1
Shares6.3K
Event2026-03-31
Filed2026-04-17
CAT
-4.32%CATERPILLAR INC COM
Shares5.0K
Event2026-03-31
Filed2026-04-17
MERCK & CO INC
-7.96%MERCK & CO INC
Shares28.3K
Event2026-03-31
Filed2026-04-17
DE
-0.11%DEERE & CO COM
Shares5.3K
Event2026-03-31
Filed2026-04-17
ABBV
-0.35%ABBVIE INC COM
Shares13.6K
Event2026-03-31
Filed2026-04-17
META
-5.02%FACEBOOK INC CL A
Shares5.1K
Event2026-03-31
Filed2026-04-17
ITOT
0.00%ISHARES TR CORE S&P TTL STK
Shares19.4K
Event2026-03-31
Filed2026-04-17
CSCO
-1.26%CISCO
Shares33.5K
Event2026-03-31
Filed2026-04-17
VGIT
-1.17%VANGUARD SCOTTSDALE FDS INTER TERM TREAS
Shares40.9K
Event2026-03-31
Filed2026-04-17
VO
-5.23%VANGUARD MID CAP ETF
Shares8.4K
Event2026-03-31
Filed2026-04-17
IWM
1.62%ISHARES TR RUSSELL 2000
Shares9.4K
Event2026-03-31
Filed2026-04-17
VRSK
-0.57%VERISK ANALYTICS INC CL A
Shares12.3K
Event2026-03-31
Filed2026-04-17
CMI
0.00%CUMMINS INC COM
Shares4.3K
Event2026-03-31
Filed2026-04-17
TT
0.07%TRANE TECHNOLOGIES PLC
Shares5.4K
Event2026-03-31
Filed2026-04-17
VYM
-1.11%VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF
Shares14.9K
Event2026-03-31
Filed2026-04-17
VTI
-2.30%VANGUARD TOTAL STK MKT ETF
Shares6.8K
Event2026-03-31
Filed2026-04-17
PEP
-6.39%PEPSICO INC
Shares14.0K
Event2026-03-31
Filed2026-04-17
JPST
3.23%JP MORGAN ETF ULTRA SHORT INCOME
Shares41.8K
Event2026-03-31
Filed2026-04-17
VB
-1.25%VANGUARD INDEX FDS SMALL CP ETF
Shares7.8K
Event2026-03-31
Filed2026-04-17
SCHW
0.71%SCHWAB CHARLES CORP NEW COM
Shares21.8K
Event2026-03-31
Filed2026-04-17
LMT
0.06%LOCKHEED MARTIN CORP COM
Shares3.1K
Event2026-03-31
Filed2026-04-17
VOOG
-0.13%VANGUARD ADMIRAL FDS INC 500 GRTH IDX F
Shares4.5K
Event2026-03-31
Filed2026-04-17
IVW
-2.53%ISHARES TR S&P 500 GRWT ETF
Shares16.2K
Event2026-03-31
Filed2026-04-17
SYK
-2.62%STRYKER CORP
Shares5.5K
Event2026-03-31
Filed2026-04-17
GENERAL DYNAMICS CORPORATION
-0.47%GENERAL DYNAMICS CORPORATION
Shares5.3K
Event2026-03-31
Filed2026-04-17
COST
0.11%COSTCO WHSL CORP NEW COM
Shares1.8K
Event2026-03-31
Filed2026-04-17
MCO
0.00%MOODYS CORP COM
Shares4.1K
Event2026-03-31
Filed2026-04-17
MA
-19.20%MASTERCARD INCORPORATED CL A
Shares3.6K
Event2026-03-31
Filed2026-04-17
NSC
-0.32%NORFOLK SOUTHERN CORP COM
Shares6.2K
Event2026-03-31
Filed2026-04-17
UNP
-5.29%UNION PAC CORP COM
Shares7.3K
Event2026-03-31
Filed2026-04-17
IWF
4.53%ISHARES TR INDEX RUSSELL1000GRW
Shares4.2K
Event2026-03-31
Filed2026-04-17
GS
-6.98%GOLDMAN SACHS
Shares2.1K
Event2026-03-31
Filed2026-04-17
LHX
-14.90%L3HARRIS TECHNOLOGIES INC COM
Shares4.9K
Event2026-03-31
Filed2026-04-17
KO
-2.35%COCA COLA CO COM
Shares22.0K
Event2026-03-31
Filed2026-04-17
EATON CORP CMN
-13.44%EATON CORP CMN
Shares4.6K
Event2026-03-31
Filed2026-04-17
MINT
34.55%PIMCO ETF TR ENHAN SHRT MA AC
Shares15.7K
Event2026-03-31
Filed2026-04-17
BLACKROCK INC COM
-11.93%BLACKROCK INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-17
NFLX
-2.39%NETFLIX INC COM
Shares16.3K
Event2026-03-31
Filed2026-04-17
IBM
-8.57%INTL BUSINESS MACHINES COM
Shares6.4K
Event2026-03-31
Filed2026-04-17
ASML
3.90%ASML HOLDING NV NY REG SHS
Shares1.2K
Event2026-03-31
Filed2026-04-17
VIG
-3.55%VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF
Shares6.8K
Event2026-03-31
Filed2026-04-17
CL
1.82%COLGATE PALMOLIVE CO
Shares17.0K
Event2026-03-31
Filed2026-04-17
PANW
-1.10%PALO ALTO NETWORKS INC COM
Shares9.0K
Event2026-03-31
Filed2026-04-17
IJH
3.57%ISHARES TR S&P MIDCAP 400
Shares21.2K
Event2026-03-31
Filed2026-04-17
MCD
-3.98%MCDONALDS CORP COM
Shares4.6K
Event2026-03-31
Filed2026-04-17
HON
-0.21%HONEYWELL INTL INC COM
Shares6.1K
Event2026-03-31
Filed2026-04-17
IJR
0.00%ISHARES TR S&P SMALL CAP 600 INDEX
Shares10.5K
Event2026-03-31
Filed2026-04-17
XLK
-0.49%TECHNOLOGY SELECT SECTOR
Shares9.8K
Event2026-03-31
Filed2026-04-17
WFC
0.78%WELLS FARGO & CO NEW COM
Shares16.2K
Event2026-03-31
Filed2026-04-17
DGRO
-4.65%ISHARES DIVIDEND GROWTH ETF
Shares17.9K
Event2026-03-31
Filed2026-04-17
NEE
-2.04%NEXTERA ENERGY INC
Shares12.9K
Event2026-03-31
Filed2026-04-17
SO
0.00%SOUTHERN COMPANY
Shares12.3K
Event2026-03-31
Filed2026-04-17
COP
-2.49%CONOCOPHILLIPS COM
Shares9.0K
Event2026-03-31
Filed2026-04-17
IEMG
-2.00%ISHARES INC CORE MSCI EMKT
Shares16.8K
Event2026-03-31
Filed2026-04-17
TSLA
-1.38%TESLA MTRS INC COM
Shares3.1K
Event2026-03-31
Filed2026-04-17
CAFX
-9.67%PROFESIONALLY MANAGED PORTFOCONGRESS INTERME
Shares45.9K
Event2026-03-31
Filed2026-04-17
JMST
-0.87%J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL
Shares22.3K
Event2026-03-31
Filed2026-04-17
CVS
-0.53%CVS CORP.
Shares15.6K
Event2026-03-31
Filed2026-04-17
KMB
-0.56%KIMBERLY - CLARK CORP
Shares11.6K
Event2026-03-31
Filed2026-04-17
EMR
-0.01%EMERSON ELECTRIC
Shares8.4K
Event2026-03-31
Filed2026-04-17
IEFA
5.69%ISHARES TR CORE MSCI EAFE
Shares12.0K
Event2026-03-31
Filed2026-04-17
GWW
0.00%GRAINGER W.W. INC
Shares993
Event2026-03-31
Filed2026-04-17
ORCL
-0.77%ORACLE CORPORATION
Shares7.1K
Event2026-03-31
Filed2026-04-17
DUKE ENERGY CORP NEW COM NEW
-0.85%DUKE ENERGY CORP NEW COM NEW
Shares7.8K
Event2026-03-31
Filed2026-04-17
AFL
0.01%AFLAC INC COM
Shares9.2K
Event2026-03-31
Filed2026-04-17
VV
0.00%VANGUARD INDEX FD LARGE CAP ETF
Shares3.3K
Event2026-03-31
Filed2026-04-17
ITW
-10.92%ILLINOIS TOOL WKS INC COM
Shares3.8K
Event2026-03-31
Filed2026-04-17
GENERAL ELECTRIC CO COM NEW
0.49%GENERAL ELECTRIC CO COM NEW
Shares3.5K
Event2026-03-31
Filed2026-04-17
ADBE
-9.16%ADOBE INC COM
Shares4.1K
Event2026-03-31
Filed2026-04-17
VCSH
21.64%VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF
Shares12.4K
Event2026-03-31
Filed2026-04-17
PSX
-1.19%PHILLIPS 66 COM
Shares5.4K
Event2026-03-31
Filed2026-04-17
TSM
-10.73%TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR
Shares2.9K
Event2026-03-31
Filed2026-04-17
AMD
0.46%ADVANCED MICRO DEVICES INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-17
GLD
3.55%SPDR GOLD TRUST GOLD SHS
Shares2.2K
Event2026-03-31
Filed2026-04-17
VTV
-7.31%VANGUARD INDEX FDS VALUE ETF
Shares4.8K
Event2026-03-31
Filed2026-04-17
GEV
0.00%GE VERNOVA INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-17
LNG
-6.96%CHENIERE ENERGY INC COM NEW
Shares3.2K
Event2026-03-31
Filed2026-04-17
SON
0.00%SONOCO PRODS CO COM
Shares16.7K
Event2026-03-31
Filed2026-04-17
AMGN
0.79%AMGEN INC COM
Shares2.6K
Event2026-03-31
Filed2026-04-17
ISHARES GOLD TRUST
-5.36%ISHARES GOLD TRUST
Shares10.1K
Event2026-03-31
Filed2026-04-17
ACCENTURE PLC IRELAND SHS CLASS A
-1.91%ACCENTURE PLC IRELAND SHS CLASS A
Shares4.5K
Event2026-03-31
Filed2026-04-17
DHR
-4.44%DANAHER CORPORATION
Shares4.7K
Event2026-03-31
Filed2026-04-17
MMM
-18.08%3M COMPANY COM
Shares6.0K
Event2026-03-31
Filed2026-04-17
ECL
-1.54%ECOLAB INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-17
BMY
-5.10%BRISTOL MYERS SQUIBB
Shares13.8K
Event2026-03-31
Filed2026-04-17
TMO
-3.18%THERMO FISHER SCIENTIFIC INC
Shares1.7K
Event2026-03-31
Filed2026-04-17
DIS
-2.27%DISNEY WALT CO COM
Shares8.6K
Event2026-03-31
Filed2026-04-17
PYLD
17.47%PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE
Shares31.7K
Event2026-03-31
Filed2026-04-17
FCX
1.17%FREEPORT-MCMORAN COPPER & GOLD COM
Shares14.1K
Event2026-03-31
Filed2026-04-17
EFA
3.73%ISHARES TR INDEX MSCI EAFE IDX
Shares8.4K
Event2026-03-31
Filed2026-04-17
VTES
221.89%VANGUARD WELLINGTON FD SHORT TRM TAX EX
Shares8.0K
Event2026-03-31
Filed2026-04-17
CRM
-1.97%SALESFORCE COM INC COM
Shares4.2K
Event2026-03-31
Filed2026-04-17
IWR
-1.72%ISHARES TR RUSSELL MIDCAP INDEX FD
Shares8.0K
Event2026-03-31
Filed2026-04-17
VONV
-3.50%VANGUARD RUSSELL 1000 VALUE ETF
Shares8.3K
Event2026-03-31
Filed2026-04-17
VLO
0.00%VALERO ENERGY CORP NEW COM
Shares3.1K
Event2026-03-31
Filed2026-04-17
IUSV
25.15%ISHARES CORE S&P VALUE
Shares7.3K
Event2026-03-31
Filed2026-04-17
NVS
0.04%NOVARTIS A G SPONSORED ADR
Shares4.8K
Event2026-03-31
Filed2026-04-17
BA
-3.96%BOEING CO COM
Shares3.6K
Event2026-03-31
Filed2026-04-17
TRV
0.00%ST PAUL TRAVELERS COS
Shares2.4K
Event2026-03-31
Filed2026-04-17
INVESCO ETF S&P 500 EQUAL WEIGHT
-2.69%INVESCO ETF S&P 500 EQUAL WEIGHT
Shares3.7K
Event2026-03-31
Filed2026-04-17
MDLZ
-0.93%MONDELEZ INTL INC CL A
Shares12.0K
Event2026-03-31
Filed2026-04-17
ARISTA NETWORKS INC COM
2.21%ARISTA NETWORKS INC COM
Shares5.5K
Event2026-03-31
Filed2026-04-17
IVE
0.00%ISHARES TR S&P 500 VAL ETF
Shares3.2K
Event2026-03-31
Filed2026-04-17
XLF
0.00%FINANCIAL SELECT SECTOR SPDR
Shares13.6K
Event2026-03-31
Filed2026-04-17
TJX
0.68%TJX COS INC NEW COM
Shares4.2K
Event2026-03-31
Filed2026-04-17
SCHD
32.79%SCHWAB STRATEGIC TR US DIVIDEND EQ
Shares21.7K
Event2026-03-31
Filed2026-04-17
PFE
0.13%PFIZER INC COM
Shares23.6K
Event2026-03-31
Filed2026-04-17
IWP
0.00%ISHARES TR INDEX RUSSELL MCP GR
Shares5.1K
Event2026-03-31
Filed2026-04-17
FEUS
0.00%FLEXSHARES TR ESG & CLM US LRG
Shares9.4K
Event2026-03-31
Filed2026-04-17
VZ
-2.09%VERIZON COMMUNICATIONS
Shares13.0K
Event2026-03-31
Filed2026-04-17
CIGNA CORP NEW
-14.89%CIGNA CORP NEW
Shares2.4K
Event2026-03-31
Filed2026-04-17
AXP
-19.77%AMERICAN EXPRESS
Shares2.1K
Event2026-03-31
Filed2026-04-17
EFV
-0.61%ISHARES TR MSCI VAL IDX
Shares8.6K
Event2026-03-31
Filed2026-04-17
IWD
0.58%ISHARES TR RUSSELL1000VAL
Shares3.0K
Event2026-03-31
Filed2026-04-17
CEG
5.70%CONSTELLATION ENERGY CORP
Shares2.3K
Event2026-03-31
Filed2026-04-17
CB
-19.96%CHUBB LIMITED COM
Shares1.9K
Event2026-03-31
Filed2026-04-17
UNH
-4.22%UNITEDHEALTH GROUP INC
Shares2.3K
Event2026-03-31
Filed2026-04-17
IYW
0.00%ISHARES TR DJ US TECH SEC
Shares3.3K
Event2026-03-31
Filed2026-04-17
WTM
0.00%WHITE MTNS INS GROUP LTD COM
Shares275
Event2026-03-31
Filed2026-04-17
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF
0.00%INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF
Shares12.4K
Event2026-03-31
Filed2026-04-17
BAC
-4.69%BANK OF AMERICA CORP COM
Shares12.0K
Event2026-03-31
Filed2026-04-17
MO
-5.88%ALTRIA GROUP INC
Shares8.8K
Event2026-03-31
Filed2026-04-17
AEP
-1.30%AMERICAN ELECTRIC POWER
Shares4.4K
Event2026-03-31
Filed2026-04-17
VWO
-9.04%VANGUARD INTL EQUITY INDEX FEMR MKT ETF
Shares10.7K
Event2026-03-31
Filed2026-04-17
QCOM
-5.08%QUALCOMM INC COM
Shares4.5K
Event2026-03-31
Filed2026-04-17
XLI
0.00%SELECT SECTOR SPDR TR SBI INT-INDS
Shares3.5K
Event2026-03-31
Filed2026-04-17
NKE
-4.85%NIKE INC CL B
Shares10.6K
Event2026-03-31
Filed2026-04-17
VYMI
131.98%VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF
Shares5.9K
Event2026-03-31
Filed2026-04-17
CITIGROUP INC COM NEW
2.97%CITIGROUP INC COM NEW
Shares4.9K
Event2026-03-31
Filed2026-04-17
SPSM
-1.04%SPDR SER TR PORTFOLIO SM ETF
Shares11.4K
Event2026-03-31
Filed2026-04-17
APH
0.12%AMPHENOL CORP NEW
Shares4.3K
Event2026-03-31
Filed2026-04-17
DOV
-27.62%DOVER CORP
Shares2.6K
Event2026-03-31
Filed2026-04-17
NOC
-3.39%NORTHROP GRUMMAN CORP COM
Shares799
Event2026-03-31
Filed2026-04-17
SHEL
-10.86%SHELL PLC SPONSORED ADR REPRESENTING B SHRS
Shares5.7K
Event2026-03-31
Filed2026-04-17
MS
-1.70%MORGAN STANLEY DEAN WITTER
Shares3.2K
Event2026-03-31
Filed2026-04-17
XLY
0.00%CONSUMER DISCRETIONARY SLCT
Shares4.8K
Event2026-03-31
Filed2026-04-17
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares2.6K
Event2026-03-31
Filed2026-04-17
XLC
0.00%SELECT SECTOR SPDR COMMUNICATIONS INDX
Shares4.6K
Event2026-03-31
Filed2026-04-17
PM
-12.92%PHILIP MORRIS INTL INC COM
Shares3.1K
Event2026-03-31
Filed2026-04-17
IQDF
0.00%FLEXSHARES TRUST INTERNATIONAL QUALITY DIV
Shares16.0K
Event2026-03-31
Filed2026-04-17
GILD
-14.88%GILEAD SCIENCES INC
Shares3.6K
Event2026-03-31
Filed2026-04-17
LAM RESEARCH CORP COM
-10.41%LAM RESEARCH CORP COM
Shares2.3K
Event2026-03-31
Filed2026-04-17
XLV
-4.51%SELECT SECTOR SPDR TR STATE STREET HEA
Shares3.4K
Event2026-03-31
Filed2026-04-17
TILT
0.00%FLEXSHARES MORNINGSTAR US
Shares2.0K
Event2026-03-31
Filed2026-04-17
STT
0.00%STATE STREET CORP
Shares3.9K
Event2026-03-31
Filed2026-04-17
VOE
0.00%VANGUARD INDEX FDS MCAP VL IDXVIP
Shares2.6K
Event2026-03-31
Filed2026-04-17
QNITY ELECTRONICS INC COM
-1.85%QNITY ELECTRONICS INC COM
Shares4.2K
Event2026-03-31
Filed2026-04-17
GLW
-56.64%CORNING INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-17
ABT
-26.95%ABBOTT LABS COM
Shares4.6K
Event2026-03-31
Filed2026-04-17
PNC
1.13%PNC FINL SVCS GROUP INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-17
T
2.48%AT&T INC COM
Shares15.9K
Event2026-03-31
Filed2026-04-17
TXN
-1.30%TEXAS INSTRUMENTS
Shares2.4K
Event2026-03-31
Filed2026-04-17
INTC
1.59%INTEL COM
Shares10.4K
Event2026-03-31
Filed2026-04-17
XLG
0.00%INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50
Shares8.3K
Event2026-03-31
Filed2026-04-17
IR
0.02%INGERSOLL RAND INC COM
Shares5.7K
Event2026-03-31
Filed2026-04-17
IRM
-1.42%IRON MTN INC NEW COM
Shares4.4K
Event2026-03-31
Filed2026-04-17
SCHX
-2.90%SCHWAB STRATEGIC TR US LRG CAP ETF
Shares17.2K
Event2026-03-31
Filed2026-04-17
DVY
-2.46%ISHARES TR INDEX DJ SEL DIV INX
Shares2.9K
Event2026-03-31
Filed2026-04-17
APD
-1.41%AIR PRODS & CHEMS INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-17
MU
1.95%MICRON TECHNOLOGY INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-17
PLTR
2.23%PALANTIR TECHNOLOGIES INC CL A
Shares2.9K
Event2026-03-31
Filed2026-04-17
BLACKSTONE GROUP INC COM CL A
0.81%BLACKSTONE GROUP INC COM CL A
Shares3.6K
Event2026-03-31
Filed2026-04-17
HCA
0.00%HCA HLDGS INC COM
Shares855
Event2026-03-31
Filed2026-04-17
USB
1.87%US BANCORP COM NEW
Shares7.7K
Event2026-03-31
Filed2026-04-17
DUPONT DE NEMOURS INC (NEW)
0.00%DUPONT DE NEMOURS INC (NEW)
Shares8.6K
Event2026-03-31
Filed2026-04-17
LOW
-6.50%LOWES COMPANIES
Shares1.6K
Event2026-03-31
Filed2026-04-17
SLB
1.52%SCHLUMBERGER LTD
Shares7.5K
Event2026-03-31
Filed2026-04-17
MAR
-1.60%MARRIOTT INTL INC NEW CL A
Shares1.2K
Event2026-03-31
Filed2026-04-17
BK
0.12%BANK NEW YORK MELLON CORP COM
Shares3.2K
Event2026-03-31
Filed2026-04-17
BP
0.00%BP AMOCO PLC ADS (UK)
Shares8.1K
Event2026-03-31
Filed2026-04-17
EXC
-0.08%EXELON CORP COM
Shares7.7K
Event2026-03-31
Filed2026-04-17
FDX
-2.34%FEDEX CORP
Shares1.0K
Event2026-03-31
Filed2026-04-17
SCHB
0.11%SCHWAB STRATEGIC TR US BRD MKT ETF
Shares14.7K
Event2026-03-31
Filed2026-04-17
VGT
-8.68%VANGUARD WORLD FDS INF TECH ETF
Shares526
Event2026-03-31
Filed2026-04-17
SCHF
-4.26%SCHWAB STRATEGIC INTL EQUITYETF
Shares14.6K
Event2026-03-31
Filed2026-04-17
NVO
-1.70%NOVO-NORDISK A S ADR
Shares9.8K
Event2026-03-31
Filed2026-04-17
UBER
-30.27%UBER TECHNOLOGIES INC COM
Shares5.0K
Event2026-03-31
Filed2026-04-17
SOXX
0.00%ISHARES TR PHLX SEMICND ETF
Shares1.1K
Event2026-03-31
Filed2026-04-17
ACWI
0.00%ISHARES TR MSCI ACWI INDX
Shares2.5K
Event2026-03-31
Filed2026-04-17
REGL
-0.45%PROSHARES TR S&P MDCP 400 DIV
Shares4.0K
Event2026-03-31
Filed2026-04-17
PKG
0.00%PACKAGING CORP AMER COM
Shares1.6K
Event2026-03-31
Filed2026-04-17
PAYX
1.02%PAYCHEX INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-17
AVY
0.00%AVERY DENNISON CORP COM
Shares1.9K
Event2026-03-31
Filed2026-04-17
BN
0.00%BROOKFIELD ASSET MGMT INC
Shares8.3K
Event2026-03-31
Filed2026-04-17
HELO
-43.64%J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA
Shares5.2K
Event2026-03-31
Filed2026-04-17
HDV
0.00%ISHARES TR CORE HIGH DV ETF
Shares2.4K
Event2026-03-31
Filed2026-04-17
NOW
3.26%SERVICENOW INC COM
Shares3.1K
Event2026-03-31
Filed2026-04-17
SPYV
-0.80%SPDR SERIES TRUST STATE STREET SPD
Shares5.8K
Event2026-03-31
Filed2026-04-17
KLAC
-2.20%KLA-TENCOR CORP COM
Shares222
Event2026-03-31
Filed2026-04-17
WM
-0.49%WASTE MANAGEMENT INC DEL
Shares1.4K
Event2026-03-31
Filed2026-04-17
AVUV
8.59%TR AVANTIS
Shares2.9K
Event2026-03-31
Filed2026-04-17
PH
-3.23%PARKER HANNIFIN CORP COM
Shares360
Event2026-03-31
Filed2026-04-17
O
-10.23%REALTY INCOME CORP COM
Shares5.2K
Event2026-03-31
Filed2026-04-17
IVOO
0.00%VANGUARD ADMIRAL FDS INC MIDCP 400 IDX
Shares2.8K
Event2026-03-31
Filed2026-04-17
WMB
-12.49%WILLIAMS COS INC COM
Shares4.4K
Event2026-03-31
Filed2026-04-17
ISRG
1.47%INTUITIVE SURGICAL INC COM NEW
Shares688
Event2026-03-31
Filed2026-04-17
IWS
0.00%ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND
Shares2.2K
Event2026-03-31
Filed2026-04-17
SMMU
0.00%PIMCO ETF TR SHTRM MUN BD ACT
Shares6.0K
Event2026-03-31
Filed2026-04-17
NOBL
-9.68%PROSHARES TR S&P 500 DV ARIST
Shares2.8K
Event2026-03-31
Filed2026-04-17
LH
-2.80%LABORATORY CORP AMER HLDGS COM NEW
Shares1.1K
Event2026-03-31
Filed2026-04-17
FNF
1.19%FIDELITY NATL FINL INC COM SHS
Shares6.3K
Event2026-03-31
Filed2026-04-17
MDY
0.00%SPDR S & P MIDCAP ETF
Shares467
Event2026-03-31
Filed2026-04-17
IHE
0.00%ISHARES TR DJ PHARMA INDX
Shares3.3K
Event2026-03-31
Filed2026-04-17
ADI
2.63%ANALOG DEVICES INC
Shares898
Event2026-03-31
Filed2026-04-17
GUNR
-6.83%FLEXSHARES TR MORNSTAR UPSTR
Shares5.2K
Event2026-03-31
Filed2026-04-17
FSIG
-0.42%FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION
Shares15.0K
Event2026-03-31
Filed2026-04-17
SBUX
-6.00%STARBUCKS CORP COM
Shares3.1K
Event2026-03-31
Filed2026-04-17
CTVA
0.00%CORTEVA INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-17
VRTX
-1.26%VERTEX PHARMACEUTICALS INC COM
Shares626
Event2026-03-31
Filed2026-04-17
OEF
0.00%I SHARES TR S&P 100 ETF
Shares870
Event2026-03-31
Filed2026-04-17
VUG
21.03%VANGUARD INDEX FDS GROWTH ETF
Shares633
Event2026-03-31
Filed2026-04-17
IGF
0.00%ISHARES TR GLB INFRASTR ETF
Shares4.1K
Event2026-03-31
Filed2026-04-17
LINDE PLC COM EURO .001
1.27%LINDE PLC COM EURO .001
Shares557
Event2026-03-31
Filed2026-04-17
AEM
1.58%AGNICO EAGLE MINES LTD COM
Shares1.4K
Event2026-03-31
Filed2026-04-17
KVUE
0.00%KENVUE INC COM
Shares15.9K
Event2026-03-31
Filed2026-04-17
SDY
-1.21%SPDR SERIES TRUST S&P DIVID ETF
Shares1.9K
Event2026-03-31
Filed2026-04-17
D
0.00%DOMINION ENERGY INC COM
Shares4.4K
Event2026-03-31
Filed2026-04-17
RUSHA
0.00%RUSH ENTERPRISES INC CL A
Shares4.0K
Event2026-03-31
Filed2026-04-17
ISTB
0.00%ISHARES TR CORE 1 5 YR USD
Shares5.5K
Event2026-03-31
Filed2026-04-17
BKDV
-14.92%BNY MELLON ETF TRUST II DYNAMIC VALUE
Shares8.9K
Event2026-03-31
Filed2026-04-17
FLOT
-4.53%ISHARES FLOATING RATE BOND ETF
Shares5.2K
Event2026-03-31
Filed2026-04-17
KKR & CO INC COM
1.14%KKR & CO INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-17
BDX
1.91%BECTON DICKINSON & CO
Shares1.7K
Event2026-03-31
Filed2026-04-17
ALLE
-2.97%ALLEGION PUB LTD CO ORD SHS
Shares1.8K
Event2026-03-31
Filed2026-04-17
AMERISOURCE BERGEN CORP
-1.92%AMERISOURCE BERGEN CORP
Shares816
Event2026-03-31
Filed2026-04-17
CMS
-0.15%CMS ENERGY CORP
Shares3.3K
Event2026-03-31
Filed2026-04-17
MEDTRONIC PLC
0.34%MEDTRONIC PLC
Shares2.9K
Event2026-03-31
Filed2026-04-17
OGE
0.00%OGE ENERGY CORP COM
Shares5.2K
Event2026-03-31
Filed2026-04-17
EQT CORP COM
NewEQT CORP COM
Shares3.9K
Event2026-03-31
Filed2026-04-17
RCL
0.33%ROYAL CARIBBEAN CRUISES LTD COM
Shares900
Event2026-03-31
Filed2026-04-17
TROW
-3.63%T. ROWE PRICE GROUP INC
Shares2.7K
Event2026-03-31
Filed2026-04-17
TRGP
NewTARGA RES CORP COM
Shares984
Event2026-03-31
Filed2026-04-17
GNR
0.00%SPDR INDEX SHS FDS GLB NAT RESRCE
Shares3.3K
Event2026-03-31
Filed2026-04-17
COF
-12.03%CAPITAL ONE FINL CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-17
ES
NewEVERSOURCE ENERGY COM
Shares3.5K
Event2026-03-31
Filed2026-04-17
EES
0.00%WISDOMTREE TRUST SMLCAP EARN FD
Shares4.2K
Event2026-03-31
Filed2026-04-17
CARR
1.08%CARRIER GLOBAL CORPORATION COM
Shares4.3K
Event2026-03-31
Filed2026-04-17
SPG
-7.33%SIMON PPTY GROUP INC NEW COM
Shares1.3K
Event2026-03-31
Filed2026-04-17
WEC ENERGY GROUP INC COM
-0.05%WEC ENERGY GROUP INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-17
SHW
7.86%SHERWIN WILLIAMS CO COM
Shares755
Event2026-03-31
Filed2026-04-17
BWXT
0.17%BWX TECHNOLOGIES INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-17
MMC
1.39%MARSH & MCLENNAN COS INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-17
XLE
NewSELECT SECTOR SPDR TR SBI INT-ENERGY
Shares3.9K
Event2026-03-31
Filed2026-04-17
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL
-5.92%INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL
Shares3.3K
Event2026-03-31
Filed2026-04-17
AGG
3.00%ISHARES TR INDEX BARCLY USAGG B
Shares2.4K
Event2026-03-31
Filed2026-04-17
KR
0.21%KROGER CO COM
Shares3.3K
Event2026-03-31
Filed2026-04-17
MBB
-1.98%ISHARES MBS ETF
Shares2.5K
Event2026-03-31
Filed2026-04-17
ESGD
0.00%ISHARES TR ESG AW MSCI EAFE
Shares2.5K
Event2026-03-31
Filed2026-04-17
QUAL
0.00%ISHARES TR USA QUALITY FCTR
Shares1.2K
Event2026-03-31
Filed2026-04-17
BSX
1.95%BOSTON SCIENTIFIC CORP COM
Shares3.7K
Event2026-03-31
Filed2026-04-17
IDV
-4.48%ISHARES INTL SELECT DIVIDENDETF
Shares5.5K
Event2026-03-31
Filed2026-04-17
EXE
-5.59%CHESAPEAKE ENERGY CORP COM
Shares2.1K
Event2026-03-31
Filed2026-04-17
SPGI
-7.28%S & P GLOBAL INC
Shares535
Event2026-03-31
Filed2026-04-17
PWR
NewQUANTA SVCS INC COM
Shares413
Event2026-03-31
Filed2026-04-17
ORLY
2.63%O REILLY AUTOMOTIVE INC NEW COM
Shares2.4K
Event2026-03-31
Filed2026-04-17
DON
0.00%WISDOMTREE TRUST MIDCAP DIVI FD
Shares4.2K
Event2026-03-31
Filed2026-04-17
MCK
-4.15%MCKESSON CORP COM
Shares254
Event2026-03-31
Filed2026-04-17
SCHA
0.00%SCHWAB STRATEGIC TR US SML CAP ETF
Shares7.5K
Event2026-03-31
Filed2026-04-17
CME
NewCME GROUP INC
Shares742
Event2026-03-31
Filed2026-04-17
IBTG
NewISHARES TR IBONDS 26 TRM TS
Shares9.5K
Event2026-03-31
Filed2026-04-17
SPYM
-46.59%SPDR SER TR RUSSELL 1000 ETF
Shares2.8K
Event2026-03-31
Filed2026-04-17
REGN
2.17%REGENERON PHARMACEUTICALS COM
Shares282
Event2026-03-31
Filed2026-04-17
SHOP
1.84%SHOPIFY INC CL A
Shares1.8K
Event2026-03-31
Filed2026-04-17
EFG
-8.62%ISHARES TR MSCI GRW IDX
Shares1.9K
Event2026-03-31
Filed2026-04-17
VMBS
-21.22%VANGUARD SCOTTSDALE FDS MORTG-BACK SEC
Shares4.6K
Event2026-03-31
Filed2026-04-17
ALL
-0.29%ALLSTATE CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-17
NEM
NewNEWMONT MINING CORP COM
Shares1.9K
Event2026-03-31
Filed2026-04-17
PMBS
0.00%PIMCO ETF TR MTG BKD SECS ACT
Shares4.2K
Event2026-03-31
Filed2026-04-17
ICE
-13.75%INTERCONTINENTALEXCHANGE INCCOM
Shares1.3K
Event2026-03-31
Filed2026-04-17
SCCO
NewSOUTHERN COPPER CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-17
IGV
2.65%ISHARES TR EXPANDED TECH
Shares2.6K
Event2026-03-31
Filed2026-04-17
CLX
-9.17%CLOROX CO DEL COM
Shares2.0K
Event2026-03-31
Filed2026-04-17
VGLT
0.00%VANGUARD SCOTTSDALE FDS LONG TERM TREAS
Shares3.7K
Event2026-03-31
Filed2026-04-17
USIG
NewISHARES TR USD INV GRDE ETF
Shares4.0K
Event2026-03-31
Filed2026-04-17
UNILEVER PLC SPON ADR NEW
-0.58%UNILEVER PLC SPON ADR NEW
Shares3.6K
Event2026-03-31
Filed2026-04-17
DTE
NewDTE ENERGY CO COM
Shares1.4K
Event2026-03-31
Filed2026-04-17
NAD
0.00%NUVEEN QUALITY MUNCP INCOME COM
Shares11.1K
Event2026-03-31
Filed2026-04-17
NUV
0.00%NUVEEN MUN VALUE FD INC COM
Shares11.5K
Event2026-03-31
Filed2026-04-17
WIT
15.51%WIPRO LTD SPONS ADR
Shares25.4K
Event2026-03-31
Filed2026-04-17
LPL
NewLG DISPLAY CO LTD SPONS ADR REP
Shares12.8K
Event2026-03-31
Filed2026-04-17
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