The Analysis of Everhart Financial Group, Inc.'s Holdings & P&L


Currently, Everhart Financial Group, Inc. holds 464 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VUG (+41.1K shares, valued at $18.0M), VTV (+39.6K shares, valued at $7.8M), DFAI (+183.0K shares, valued at $7.1M); decreased their positions in VTI (-4.5K shares, valued at $1.4M), BIV (-13.4K shares, valued at $1.0M), INTU (-1.6K shares, valued at $710.8K); initiated new positions in IWD (+16.6K shares, valued at $3.6M), DVY (+14.6K shares, valued at $2.2M), CWI (+38.1K shares, valued at $1.4M).


1M P&L
+52.8M+4.45%
3M P&L
-688.8M-35.72%
HY P&L
-644.9M-34.22%

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/A628.1M
57.5%
2Semiconductors58.1M
5.3%
3Software - Infrastructure36.2M
3.3%

Top Industries by Stock Count

1N/A96 stocks
22.5%
2Banks - Regional18 stocks
4.2%
3Software - Application14 stocks
3.3%
Stock Holdings
VTV
VANGUARD INDEX FDS
4.87%
Shares852.9K
Event2026-03-31
Filed2026-04-09
VUG
VANGUARD INDEX FDS
14.45%
Shares325.7K
Event2026-03-31
Filed2026-04-09
VTI
VANGUARD INDEX FDS
-2.45%
Shares179.9K
Event2026-03-31
Filed2026-04-09
NVDA
NVIDIA CORPORATION
9.82%
Shares250.9K
Event2026-03-31
Filed2026-04-09
DFAI
DIMENSIONAL ETF TRUST
21.56%
Shares1.0M
Event2026-03-31
Filed2026-04-09
AAPL
APPLE INC
13.83%
Shares141.2K
Event2026-03-31
Filed2026-04-09
BIV
VANGUARD BD INDEX FDS
-3.50%
Shares368.3K
Event2026-03-31
Filed2026-04-09
MSFT
MICROSOFT CORP
8.61%
Shares62.5K
Event2026-03-31
Filed2026-04-09
DFAE
DIMENSIONAL ETF TRUST
20.94%
Shares590.9K
Event2026-03-31
Filed2026-04-09
AMZN
AMAZON COM INC
9.55%
Shares75.1K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
ALPHABET INC
13.34%
Shares47.9K
Event2026-03-31
Filed2026-04-09
VBR
VANGUARD INDEX FDS
47.60%
Shares56.4K
Event2026-03-31
Filed2026-04-09
BROADCOM INC
BROADCOM INC
18.05%
Shares39.5K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
ALPHABET INC
11.60%
Shares42.2K
Event2026-03-31
Filed2026-04-09
VWO
VANGUARD INTL EQUITY INDEX F
-5.52%
Shares218.7K
Event2026-03-31
Filed2026-04-09
VOE
VANGUARD INDEX FDS
60.21%
Shares63.4K
Event2026-03-31
Filed2026-04-09
VOT
VANGUARD INDEX FDS
65.62%
Shares44.1K
Event2026-03-31
Filed2026-04-09
META
META PLATFORMS INC
2.69%
Shares19.5K
Event2026-03-31
Filed2026-04-09
SCHB
SCHWAB STRATEGIC TR
-0.89%
Shares422.0K
Event2026-03-31
Filed2026-04-09
SCHG
SCHWAB STRATEGIC TR
-2.31%
Shares358.1K
Event2026-03-31
Filed2026-04-09
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
10.34%
Shares16.9K
Event2026-03-31
Filed2026-04-09
JPM
JPMORGAN CHASE & CO
18.08%
Shares27.0K
Event2026-03-31
Filed2026-04-09
TSLA
TESLA INC
7.51%
Shares21.2K
Event2026-03-31
Filed2026-04-09
VBK
VANGUARD INDEX FDS
8.19%
Shares24.9K
Event2026-03-31
Filed2026-04-09
LLY
ELI LILLY & CO
6.27%
Shares8.0K
Event2026-03-31
Filed2026-04-09
SPY
STATE STR SPDR S&P 500 ETF T
409.74%
Shares11.2K
Event2026-03-31
Filed2026-04-09
XOM
EXXON MOBIL CORP
15.16%
Shares42.5K
Event2026-03-31
Filed2026-04-09
VANGUARD INDEX FDS
VANGUARD INDEX FDS
13.75%
Shares10.0K
Event2026-03-31
Filed2026-04-09
WMT
WALMART INC
13.35%
Shares47.7K
Event2026-03-31
Filed2026-04-09
VNQ
VANGUARD INDEX FDS
8.65%
Shares65.4K
Event2026-03-31
Filed2026-04-09
ABBV
ABBVIE INC
27.87%
Shares26.4K
Event2026-03-31
Filed2026-04-09
COST
COSTCO WHOLESALE CORPORATION
0.85%
Shares5.1K
Event2026-03-31
Filed2026-04-09
GEV
GE VERNOVA INC
6.67%
Shares5.7K
Event2026-03-31
Filed2026-04-09
JNJ
JOHNSON & JOHNSON
30.70%
Shares19.6K
Event2026-03-31
Filed2026-04-09
PG
PROCTER & GAMBLE CO
34.24%
Shares33.1K
Event2026-03-31
Filed2026-04-09
V
VISA INC
13.91%
Shares15.1K
Event2026-03-31
Filed2026-04-09
IVV
ISHARES TR
14.34%
Shares6.8K
Event2026-03-31
Filed2026-04-09
SLYG
SPDR SERIES TRUST
939.08%
Shares44.9K
Event2026-03-31
Filed2026-04-09
NFLX
NETFLIX INC.
14.46%
Shares44.9K
Event2026-03-31
Filed2026-04-09
PLTR
PALANTIR TECHNOLOGIES INC
11.37%
Shares28.3K
Event2026-03-31
Filed2026-04-09
GE AEROSPACE
GE AEROSPACE
14.12%
Shares14.3K
Event2026-03-31
Filed2026-04-09
MU
MICRON TECHNOLOGY INC
24.20%
Shares12.0K
Event2026-03-31
Filed2026-04-09
VIG
VANGUARD SPECIALIZED FUNDS
218.03%
Shares18.1K
Event2026-03-31
Filed2026-04-09
SCHV
SCHWAB STRATEGIC TR
-1.32%
Shares127.5K
Event2026-03-31
Filed2026-04-09
CAT
CATERPILLAR INC
16.58%
Shares5.3K
Event2026-03-31
Filed2026-04-09
AMAT
APPLIED MATLS INC
12.46%
Shares10.9K
Event2026-03-31
Filed2026-04-09
IWD
ISHARES TR
New
Shares16.6K
Event2026-03-31
Filed2026-04-09
AMD
ADVANCED MICRO DEVICES INC
12.26%
Shares17.3K
Event2026-03-31
Filed2026-04-09
MA
MASTERCARD INCORPORATED
15.11%
Shares6.9K
Event2026-03-31
Filed2026-04-09
WDC
WESTERN DIGITAL CORP
-0.64%
Shares12.5K
Event2026-03-31
Filed2026-04-09
SCHM
SCHWAB STRATEGIC TR
1.03%
Shares108.5K
Event2026-03-31
Filed2026-04-09
VXUS
VANGUARD STAR FDS
4.33%
Shares42.8K
Event2026-03-31
Filed2026-04-09
PWR
QUANTA SVCS INC
5.35%
Shares5.8K
Event2026-03-31
Filed2026-04-09
GS
GOLDMAN SACHS GROUP INC
25.52%
Shares3.7K
Event2026-03-31
Filed2026-04-09
CSCO
CISCO SYS INC
3.98%
Shares37.3K
Event2026-03-31
Filed2026-04-09
SCHD
SCHWAB STRATEGIC TR
-6.60%
Shares91.5K
Event2026-03-31
Filed2026-04-09
KO
COCA COLA CO
17.62%
Shares36.8K
Event2026-03-31
Filed2026-04-09
CVX
CHEVRON CORPORATION
14.82%
Shares13.2K
Event2026-03-31
Filed2026-04-09
RTX
RTX CORPORATION
12.25%
Shares14.0K
Event2026-03-31
Filed2026-04-09
TJX
TJX COS INC NEW
19.50%
Shares16.6K
Event2026-03-31
Filed2026-04-09
VRT
VERTIV HOLDINGS CO
27.32%
Shares10.5K
Event2026-03-31
Filed2026-04-09
LAM RESEARCH CORP
LAM RESEARCH CORP
3.91%
Shares11.5K
Event2026-03-31
Filed2026-04-09
PM
PHILIP MORRIS INTL INC
4.88%
Shares14.8K
Event2026-03-31
Filed2026-04-09
MERCK & CO INC
MERCK & CO INC
31.83%
Shares20.0K
Event2026-03-31
Filed2026-04-09
ORCL
ORACLE CORP
20.96%
Shares15.3K
Event2026-03-31
Filed2026-04-09
DVY
ISHARES TR
New
Shares14.6K
Event2026-03-31
Filed2026-04-09
MCD
MCDONALDS CORP
3.67%
Shares7.0K
Event2026-03-31
Filed2026-04-09
BAC
BANK AMERICA CORP
6.48%
Shares43.9K
Event2026-03-31
Filed2026-04-09
PEP
PEPSICO INC
11.29%
Shares13.6K
Event2026-03-31
Filed2026-04-09
BSV
VANGUARD BD INDEX FDS
-1.42%
Shares26.6K
Event2026-03-31
Filed2026-04-09
SCHA
SCHWAB STRATEGIC TR
1.19%
Shares71.3K
Event2026-03-31
Filed2026-04-09
RCL
ROYAL CARIBBEAN GROUP
3.34%
Shares7.5K
Event2026-03-31
Filed2026-04-09
WELL
WELLTOWER INC
16.31%
Shares10.4K
Event2026-03-31
Filed2026-04-09
T
AT&T INC
27.32%
Shares70.3K
Event2026-03-31
Filed2026-04-09
MS
MORGAN STANLEY
24.45%
Shares12.3K
Event2026-03-31
Filed2026-04-09
SPOT
SPOTIFY TECHNOLOGY S A
0.07%
Shares4.2K
Event2026-03-31
Filed2026-04-09
IEFA
ISHARES TR
-0.46%
Shares22.3K
Event2026-03-31
Filed2026-04-09
IBM
INTERNATIONAL BUSINESS MACHS
5.55%
Shares8.3K
Event2026-03-31
Filed2026-04-09
WFC
WELLS FARGO & CO
1.29%
Shares25.2K
Event2026-03-31
Filed2026-04-09
VEA
VANGUARD TAX-MANAGED FDS
-3.85%
Shares30.6K
Event2026-03-31
Filed2026-04-09
ISRG
INTUITIVE SURGICAL INC
1.62%
Shares4.2K
Event2026-03-31
Filed2026-04-09
MCK
MCKESSON CORP
10.54%
Shares2.2K
Event2026-03-31
Filed2026-04-09
BND
VANGUARD BD INDEX FDS
5.18%
Shares25.9K
Event2026-03-31
Filed2026-04-09
SCHX
SCHWAB STRATEGIC TR
1.72%
Shares74.1K
Event2026-03-31
Filed2026-04-09
SLYV
SPDR SERIES TRUST
145.00%
Shares19.8K
Event2026-03-31
Filed2026-04-09
AMGN
AMGEN INC
22.98%
Shares5.3K
Event2026-03-31
Filed2026-04-09
HD
HOME DEPOT INC
-18.46%
Shares5.6K
Event2026-03-31
Filed2026-04-09
ADI
ANALOG DEVICES INC
-2.11%
Shares5.7K
Event2026-03-31
Filed2026-04-09
NEE
NEXTERA ENERGY INC
31.58%
Shares19.1K
Event2026-03-31
Filed2026-04-09
BKNG
BOOKING HOLDINGS INC
-4.58%
Shares417
Event2026-03-31
Filed2026-04-09
INTC
INTEL CORP
32.14%
Shares39.7K
Event2026-03-31
Filed2026-04-09
INVESCO QQQ TR
INVESCO QQQ TR
69.85%
Shares3.0K
Event2026-03-31
Filed2026-04-09
ITT INC
ITT INC
4.13%
Shares8.9K
Event2026-03-31
Filed2026-04-09
WMB
WILLIAMS COS INC
-26.04%
Shares22.9K
Event2026-03-31
Filed2026-04-09
CDNS
CADENCE DESIGN SYSTEM INC
-0.45%
Shares5.9K
Event2026-03-31
Filed2026-04-09
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
4.98%
Shares12.5K
Event2026-03-31
Filed2026-04-09
UVSP
UNIVEST FINANCIAL CORPORATIO
18.51%
Shares47.7K
Event2026-03-31
Filed2026-04-09
WBD
WARNER BROS DISCOVERY INC
-1.22%
Shares59.0K
Event2026-03-31
Filed2026-04-09
NEM
NEWMONT CORP
5.58%
Shares14.9K
Event2026-03-31
Filed2026-04-09
CSX
CSX CORP
11.33%
Shares39.2K
Event2026-03-31
Filed2026-04-09
VTEB
VANGUARD MUN BD FDS
-0.92%
Shares31.8K
Event2026-03-31
Filed2026-04-09
GILD
GILEAD SCIENCES INC
28.08%
Shares11.2K
Event2026-03-31
Filed2026-04-09
TT
TRANE TECHNOLOGIES PLC
17.41%
Shares3.7K
Event2026-03-31
Filed2026-04-09
VB
VANGUARD INDEX FDS
-1.11%
Shares6.0K
Event2026-03-31
Filed2026-04-09
NI
NISOURCE INC
2.27%
Shares33.1K
Event2026-03-31
Filed2026-04-09
SLS
SELLAS LIFE SCIENCES GROUP I
-21.84%
Shares364.4K
Event2026-03-31
Filed2026-04-09
HLT
HILTON WORLDWIDE HLDGS INC
11.12%
Shares5.0K
Event2026-03-31
Filed2026-04-09
SNDK
SANDISK CORP
16.33%
Shares2.4K
Event2026-03-31
Filed2026-04-09
AXP
AMERICAN EXPRESS CO
-23.40%
Shares5.0K
Event2026-03-31
Filed2026-04-09
VO
VANGUARD INDEX FDS
-1.24%
Shares5.2K
Event2026-03-31
Filed2026-04-09
PANW
PALO ALTO NETWORKS INC
14.76%
Shares9.4K
Event2026-03-31
Filed2026-04-09
BLACKROCK INC
BLACKROCK INC
25.75%
Shares1.5K
Event2026-03-31
Filed2026-04-09
HWM
HOWMET AEROSPACE INC
18.74%
Shares6.4K
Event2026-03-31
Filed2026-04-09
UNH
UNITEDHEALTH GROUP INC
21.47%
Shares5.3K
Event2026-03-31
Filed2026-04-09
ABT
ABBOTT LABORATORIES
9.60%
Shares13.9K
Event2026-03-31
Filed2026-04-09
MPC
MARATHON PETE CORP
6.43%
Shares5.8K
Event2026-03-31
Filed2026-04-09
CWI
SPDR INDEX SHS FDS
New
Shares38.1K
Event2026-03-31
Filed2026-04-09
NET
CLOUDFLARE INC
4.70%
Shares6.7K
Event2026-03-31
Filed2026-04-09
CRWD
CROWDSTRIKE HLDGS INC
5.62%
Shares3.5K
Event2026-03-31
Filed2026-04-09
BMY
BRISTOL-MYERS SQUIBB CO
25.75%
Shares22.4K
Event2026-03-31
Filed2026-04-09
NOW
SERVICENOW INC
29.20%
Shares13.0K
Event2026-03-31
Filed2026-04-09
DE
DEERE & CO
4.67%
Shares2.4K
Event2026-03-31
Filed2026-04-09
SCHW
SCHWAB CHARLES CORP
15.34%
Shares14.1K
Event2026-03-31
Filed2026-04-09
ARISTA NETWORKS INC
ARISTA NETWORKS INC
20.41%
Shares10.8K
Event2026-03-31
Filed2026-04-09
CFG
CITIZENS FINL GROUP INC
25.75%
Shares21.8K
Event2026-03-31
Filed2026-04-09
LINDE PLC
LINDE PLC
50.52%
Shares2.6K
Event2026-03-31
Filed2026-04-09
VSS
VANGUARD INTL EQUITY INDEX F
-3.79%
Shares8.7K
Event2026-03-31
Filed2026-04-09
SCHK
SCHWAB STRATEGIC TR
4.95%
Shares39.4K
Event2026-03-31
Filed2026-04-09
MUB
ISHARES TR
1.23%
Shares11.6K
Event2026-03-31
Filed2026-04-09
COP
CONOCOPHILLIPS
21.38%
Shares9.3K
Event2026-03-31
Filed2026-04-09
ROST
ROSS STORES INC
14.56%
Shares5.6K
Event2026-03-31
Filed2026-04-09
CRM
SALESFORCE INC
27.70%
Shares6.5K
Event2026-03-31
Filed2026-04-09
PH
PARKER-HANNIFIN CORP
17.78%
Shares1.3K
Event2026-03-31
Filed2026-04-09
STXG
EA SERIES TRUST
-9.25%
Shares25.2K
Event2026-03-31
Filed2026-04-09
CIEN
CIENA CORP
6.55%
Shares3.0K
Event2026-03-31
Filed2026-04-09
HUBBELL INC
HUBBELL INC
5.64%
Shares2.4K
Event2026-03-31
Filed2026-04-09
STXV
EA SERIES TRUST
-13.74%
Shares33.4K
Event2026-03-31
Filed2026-04-09
CENCORA INC
CENCORA INC
-0.37%
Shares3.7K
Event2026-03-31
Filed2026-04-09
LECO
LINCOLN ELEC HLDGS INC
8.72%
Shares4.7K
Event2026-03-31
Filed2026-04-09
LMT
LOCKHEED MARTIN CORP
9.14%
Shares1.9K
Event2026-03-31
Filed2026-04-09
HAL
HALLIBURTON CO
12.31%
Shares29.7K
Event2026-03-31
Filed2026-04-09
APP
APPLOVIN CORP
-2.88%
Shares2.9K
Event2026-03-31
Filed2026-04-09
IDXX
IDEXX LABS INC
-3.57%
Shares2.0K
Event2026-03-31
Filed2026-04-09
TXN
TEXAS INSTRS INC
42.43%
Shares5.9K
Event2026-03-31
Filed2026-04-09
SPG
SIMON PPTY GROUP INC NEW
14.77%
Shares6.1K
Event2026-03-31
Filed2026-04-09
AZO
AUTOZONE INC
0.90%
Shares337
Event2026-03-31
Filed2026-04-09
INTU
INTUIT
-38.59%
Shares2.6K
Event2026-03-31
Filed2026-04-09
CME
CME GROUP INC
17.13%
Shares3.8K
Event2026-03-31
Filed2026-04-09
RUSHB
RUSH ENTERPRISES INC
6.97%
Shares17.3K
Event2026-03-31
Filed2026-04-09
COF
CAPITAL ONE FINL CORP
15.20%
Shares6.0K
Event2026-03-31
Filed2026-04-09
VRTX
VERTEX PHARMACEUTICALS INC
9.06%
Shares2.5K
Event2026-03-31
Filed2026-04-09
IEMG
ISHARES INC
-0.43%
Shares15.5K
Event2026-03-31
Filed2026-04-09
SYK
STRYKER CORPORATION
4.29%
Shares3.3K
Event2026-03-31
Filed2026-04-09
UBER
UBER TECHNOLOGIES INC
-0.44%
Shares15.0K
Event2026-03-31
Filed2026-04-09
DG
DOLLAR GEN CORP
-0.88%
Shares9.0K
Event2026-03-31
Filed2026-04-09
DVN
DEVON ENERGY CORP NEW
11.34%
Shares21.3K
Event2026-03-31
Filed2026-04-09
ORI
OLD REP INTL CORP
7.03%
Shares26.8K
Event2026-03-31
Filed2026-04-09
CBOE
CBOE GLOBAL MKTS INC
14.49%
Shares3.8K
Event2026-03-31
Filed2026-04-09
GM
GENERAL MTRS CO
16.04%
Shares14.1K
Event2026-03-31
Filed2026-04-09
HON
HONEYWELL INTL INC
-9.59%
Shares4.6K
Event2026-03-31
Filed2026-04-09
BA
BOEING CO
-2.87%
Shares5.3K
Event2026-03-31
Filed2026-04-09
UNP
UNION PAC CORP
37.13%
Shares4.3K
Event2026-03-31
Filed2026-04-09
LOW
LOWES COS INC
7.30%
Shares4.4K
Event2026-03-31
Filed2026-04-09
CB
CHUBB LTD SWITZ
14.84%
Shares3.1K
Event2026-03-31
Filed2026-04-09
LNG
CHENIERE ENERGY INC
22.64%
Shares3.6K
Event2026-03-31
Filed2026-04-09
DAL
DELTA AIR LINES INC
10.84%
Shares15.3K
Event2026-03-31
Filed2026-04-09
SLB
SLB LIMITED
20.54%
Shares19.8K
Event2026-03-31
Filed2026-04-09
BSX
BOSTON SCIENTIFIC CORP
-5.41%
Shares16.2K
Event2026-03-31
Filed2026-04-09
AIG
AMERICAN INTL GROUP INC
-3.02%
Shares13.5K
Event2026-03-31
Filed2026-04-09
SPGI
S&P GLOBAL INC
-37.60%
Shares2.4K
Event2026-03-31
Filed2026-04-09
TMO
THERMO FISHER SCIENTIFIC INC
10.63%
Shares2.0K
Event2026-03-31
Filed2026-04-09
IDA
IDACORP INC
7.30%
Shares7.0K
Event2026-03-31
Filed2026-04-09
JCI
JOHNSON CONTROLS INTERNATION
40.11%
Shares7.6K
Event2026-03-31
Filed2026-04-09
PLD
PROLOGIS INC.
40.10%
Shares7.5K
Event2026-03-31
Filed2026-04-09
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
11.21%
Shares10.0K
Event2026-03-31
Filed2026-04-09
PFE
PFIZER INC
32.99%
Shares35.2K
Event2026-03-31
Filed2026-04-09
KR
KROGER CO
19.46%
Shares13.6K
Event2026-03-31
Filed2026-04-09
PSX
PHILLIPS 66
7.12%
Shares5.3K
Event2026-03-31
Filed2026-04-09
VZ
VERIZON COMMUNICATIONS INC
37.84%
Shares19.3K
Event2026-03-31
Filed2026-04-09
CNO
CNO FINL GROUP INC
2.66%
Shares23.4K
Event2026-03-31
Filed2026-04-09
FNDF
SCHWAB STRATEGIC TR
2.82%
Shares19.6K
Event2026-03-31
Filed2026-04-09
ALNY
ALNYLAM PHARMACEUTICALS INC
14.17%
Shares2.9K
Event2026-03-31
Filed2026-04-09
OGE
OGE ENERGY CORP
5.60%
Shares19.8K
Event2026-03-31
Filed2026-04-09
KEYS
KEYSIGHT TECHNOLOGIES INC
50.54%
Shares3.4K
Event2026-03-31
Filed2026-04-09
ECL
ECOLAB INC
2.73%
Shares3.6K
Event2026-03-31
Filed2026-04-09
BUSE
FIRST BUSEY CORP
72.20%
Shares37.3K
Event2026-03-31
Filed2026-04-09
NVT
NVENT ELEC PLC
-36.73%
Shares8.0K
Event2026-03-31
Filed2026-04-09
THE CIGNA GROUP
THE CIGNA GROUP
47.22%
Shares3.5K
Event2026-03-31
Filed2026-04-09
NSC
NORFOLK SOUTHN CORP
10.92%
Shares3.2K
Event2026-03-31
Filed2026-04-09
CEG
CONSTELLATION ENERGY CORP
10.17%
Shares3.3K
Event2026-03-31
Filed2026-04-09
CTAS
CINTAS CORP
-11.78%
Shares5.5K
Event2026-03-31
Filed2026-04-09
PGR
PROGRESSIVE CORP
16.36%
Shares4.6K
Event2026-03-31
Filed2026-04-09
VTHR
VANGUARD SCOTTSDALE FDS
-0.03%
Shares3.1K
Event2026-03-31
Filed2026-04-09
STAG
STAG INDUSTRIAL INC
10.90%
Shares24.9K
Event2026-03-31
Filed2026-04-09
RGLD
ROYAL GOLD INC
3.07%
Shares3.5K
Event2026-03-31
Filed2026-04-09
TDG
TRANSDIGM GROUP INC
10.51%
Shares757
Event2026-03-31
Filed2026-04-09
STRV
EA SERIES TRUST
-11.35%
Shares20.8K
Event2026-03-31
Filed2026-04-09
SNPS
SYNOPSYS INC
-9.76%
Shares2.2K
Event2026-03-31
Filed2026-04-09
SHOP
SHOPIFY INC
1.81%
Shares7.3K
Event2026-03-31
Filed2026-04-09
HBAN
HUNTINGTON BANCSHARES INC
-6.67%
Shares55.4K
Event2026-03-31
Filed2026-04-09
SCHE
SCHWAB STRATEGIC TR
2.37%
Shares26.3K
Event2026-03-31
Filed2026-04-09
DASH
DOORDASH INC
-12.01%
Shares5.8K
Event2026-03-31
Filed2026-04-09
THG
HANOVER INS GROUP INC
0.02%
Shares5.0K
Event2026-03-31
Filed2026-04-09
DFUS
DIMENSIONAL ETF TRUST
-2.51%
Shares12.0K
Event2026-03-31
Filed2026-04-09
CAH
CARDINAL HEALTH INC
3.06%
Shares4.0K
Event2026-03-31
Filed2026-04-09
ACGL
ARCH CAP GROUP LTD
9.63%
Shares8.7K
Event2026-03-31
Filed2026-04-09
MMM
3M CO
18.19%
Shares5.8K
Event2026-03-31
Filed2026-04-09
SUB
ISHARES TR
-0.31%
Shares7.8K
Event2026-03-31
Filed2026-04-09
NDAQ
NASDAQ INC
-31.82%
Shares9.8K
Event2026-03-31
Filed2026-04-09
PHM
PULTE GROUP INC
-1.25%
Shares7.0K
Event2026-03-31
Filed2026-04-09
ALB
ALBEMARLE CORP
19.57%
Shares4.6K
Event2026-03-31
Filed2026-04-09
UCB
UNITED CMNTY BKS BLAIRSVLE G
36.11%
Shares25.8K
Event2026-03-31
Filed2026-04-09
USMV
ISHARES TR
5.09%
Shares8.8K
Event2026-03-31
Filed2026-04-09
DIS
DISNEY WALT CO
0.36%
Shares8.2K
Event2026-03-31
Filed2026-04-09
KLAC
KLA CORP
23.09%
Shares533
Event2026-03-31
Filed2026-04-09
VGT
VANGUARD WORLD FD
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-09
VLO
VALERO ENERGY CORP
9.01%
Shares3.1K
Event2026-03-31
Filed2026-04-09
ORLY
OREILLY AUTOMOTIVE INC
35.77%
Shares8.4K
Event2026-03-31
Filed2026-04-09
IVW
ISHARES TR
0.27%
Shares6.6K
Event2026-03-31
Filed2026-04-09
LFST
LIFESTANCE HEALTH GROUP INC
4.16%
Shares116.4K
Event2026-03-31
Filed2026-04-09
OXY
OCCIDENTAL PETE CORP
37.10%
Shares11.1K
Event2026-03-31
Filed2026-04-09
SBUX
STARBUCKS CORP
16.18%
Shares8.0K
Event2026-03-31
Filed2026-04-09
HOMB
HOME BANCSHARES INC
-3.02%
Shares25.6K
Event2026-03-31
Filed2026-04-09
SJM
SMUCKER J M CO
New
Shares7.1K
Event2026-03-31
Filed2026-04-09
USB
US BANCORP
3.24%
Shares13.1K
Event2026-03-31
Filed2026-04-09
HEI.A
HEICO CORP NEW
-2.40%
Shares3.2K
Event2026-03-31
Filed2026-04-09
VST
VISTRA CORP
15.81%
Shares4.5K
Event2026-03-31
Filed2026-04-09
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-5.61%
Shares3.4K
Event2026-03-31
Filed2026-04-09
SDY
SPDR SERIES TRUST
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-09
MDYV
SPDR SERIES TRUST
-2.99%
Shares7.6K
Event2026-03-31
Filed2026-04-09
AEP
AMERICAN ELEC PWR CO INC
-32.99%
Shares4.9K
Event2026-03-31
Filed2026-04-09
FE
FIRSTENERGY CORP
-0.12%
Shares12.7K
Event2026-03-31
Filed2026-04-09
IWM
ISHARES TR
1.14%
Shares2.6K
Event2026-03-31
Filed2026-04-09
PULS
PGIM ETF TR
0.16%
Shares12.8K
Event2026-03-31
Filed2026-04-09
SCHF
SCHWAB STRATEGIC TR
6.11%
Shares25.6K
Event2026-03-31
Filed2026-04-09
O
REALTY INCOME CORP
5.07%
Shares10.3K
Event2026-03-31
Filed2026-04-09
MCO
MOODYS CORP
27.91%
Shares1.4K
Event2026-03-31
Filed2026-04-09
FCX
FREEPORT MCMORAN INC
13.57%
Shares10.5K
Event2026-03-31
Filed2026-04-09
ARES
ARES MANAGEMENT CORPORATION
-21.49%
Shares5.5K
Event2026-03-31
Filed2026-04-09
PRI
PRIMERICA INC
-7.86%
Shares2.4K
Event2026-03-31
Filed2026-04-09
FTNT
FORTINET INC
27.03%
Shares7.2K
Event2026-03-31
Filed2026-04-09
GLW
CORNING INC
21.27%
Shares4.3K
Event2026-03-31
Filed2026-04-09
CVS
CVS HEALTH CORP
-9.59%
Shares8.2K
Event2026-03-31
Filed2026-04-09
APH
AMPHENOL CORP
25.00%
Shares4.6K
Event2026-03-31
Filed2026-04-09
IDEV
ISHARES TR
3.77%
Shares7.0K
Event2026-03-31
Filed2026-04-09
ASML
ASML HLDG NV
-34.23%
Shares438
Event2026-03-31
Filed2026-04-09
SHW
SHERWIN WILLIAMS CO
-0.17%
Shares1.8K
Event2026-03-31
Filed2026-04-09
ZM
ZOOM COMMUNICATIONS INC
1.12%
Shares7.1K
Event2026-03-31
Filed2026-04-09
CTRA
COTERRA ENERGY INC
16.97%
Shares16.3K
Event2026-03-31
Filed2026-04-09
ADSK
AUTODESK INC
-12.92%
Shares2.4K
Event2026-03-31
Filed2026-04-09
IJH
ISHARES TR
94.80%
Shares8.4K
Event2026-03-31
Filed2026-04-09
NOC
NORTHROP GRUMMAN CORP
46.90%
Shares830
Event2026-03-31
Filed2026-04-09
ADP
AUTOMATIC DATA PROCESSING IN
-9.46%
Shares2.8K
Event2026-03-31
Filed2026-04-09
SYY
SYSCO CORP
0.49%
Shares7.8K
Event2026-03-31
Filed2026-04-09
KMI
KINDER MORGAN INC DEL
36.06%
Shares16.6K
Event2026-03-31
Filed2026-04-09
CCL
CARNIVAL CORP
10.81%
Shares21.1K
Event2026-03-31
Filed2026-04-09
EMR
EMERSON ELEC CO
51.24%
Shares4.2K
Event2026-03-31
Filed2026-04-09
QCOM
QUALCOMM INC
-23.21%
Shares4.2K
Event2026-03-31
Filed2026-04-09
CG
CARLYLE GROUP INC
-14.60%
Shares11.1K
Event2026-03-31
Filed2026-04-09
ADBE
ADOBE INC
-16.38%
Shares2.2K
Event2026-03-31
Filed2026-04-09
AME
AMETEK INC
21.37%
Shares2.5K
Event2026-03-31
Filed2026-04-09
EW
EDWARDS LIFESCIENCES CORP
7.91%
Shares6.6K
Event2026-03-31
Filed2026-04-09
ICE
INTERCONTINENTAL EXCHANGE IN
31.04%
Shares3.4K
Event2026-03-31
Filed2026-04-09
FDX
FEDEX CORP
73.06%
Shares1.5K
Event2026-03-31
Filed2026-04-09
MEDTRONIC PLC
MEDTRONIC PLC
12.21%
Shares6.0K
Event2026-03-31
Filed2026-04-09
AMT
AMERICAN TOWER CORP
17.37%
Shares3.0K
Event2026-03-31
Filed2026-04-09
URI
UNITED RENTALS INC
-1.25%
Shares712
Event2026-03-31
Filed2026-04-09
IWR
ISHARES TR
4.74%
Shares5.3K
Event2026-03-31
Filed2026-04-09
APTIV PLC
APTIV PLC
105.55%
Shares7.4K
Event2026-03-31
Filed2026-04-09
MO
ALTRIA GROUP INC
43.48%
Shares7.7K
Event2026-03-31
Filed2026-04-09
EATON CORP PLC
EATON CORP PLC
New
Shares1.4K
Event2026-03-31
Filed2026-04-09
REGN
REGENERON PHARMACEUTICALS
43.48%
Shares660
Event2026-03-31
Filed2026-04-09
DELL
DELL TECHNOLOGIES INC
New
Shares3.1K
Event2026-03-31
Filed2026-04-09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-31.41%
Shares1.5K
Event2026-03-31
Filed2026-04-09
LFUS
LITTELFUSE INC
8.68%
Shares1.5K
Event2026-03-31
Filed2026-04-09
HYG
ISHARES TR
12.75%
Shares6.3K
Event2026-03-31
Filed2026-04-09
CRL
CHARLES RIV LABS INTL INC
10.25%
Shares2.9K
Event2026-03-31
Filed2026-04-09
AWK
AMERICAN WTR WKS CO INC NEW
14.33%
Shares3.7K
Event2026-03-31
Filed2026-04-09
GABC
GERMAN AMERN BANCORP INC
0.00%
Shares11.9K
Event2026-03-31
Filed2026-04-09
DFLV
DIMENSIONAL ETF TRUST
New
Shares13.9K
Event2026-03-31
Filed2026-04-09
D
DOMINION ENERGY INC
38.04%
Shares8.0K
Event2026-03-31
Filed2026-04-09
CITIGROUP INC
CITIGROUP INC
10.21%
Shares4.3K
Event2026-03-31
Filed2026-04-09
MTB
M & T BK CORP
60.60%
Shares2.3K
Event2026-03-31
Filed2026-04-09
ITW
ILLINOIS TOOL WKS INC
42.41%
Shares1.9K
Event2026-03-31
Filed2026-04-09
INSM
INSMED INC
0.89%
Shares2.9K
Event2026-03-31
Filed2026-04-09
CF
CF INDUSTRIES HOLD
New
Shares3.7K
Event2026-03-31
Filed2026-04-09
TTD
THE TRADE DESK INC
0.29%
Shares20.9K
Event2026-03-31
Filed2026-04-09
EQIX
EQUINIX INC
56.91%
Shares477
Event2026-03-31
Filed2026-04-09
CROWN CASTLE INC
CROWN CASTLE INC
26.85%
Shares5.7K
Event2026-03-31
Filed2026-04-09
TKO
TKO GROUP HOLDINGS INC
9.26%
Shares2.3K
Event2026-03-31
Filed2026-04-09
DHR
DANAHER CORP DEL
-11.31%
Shares2.4K
Event2026-03-31
Filed2026-04-09
APD
AIR PRODUCTS AND CHEMICALS I
22.39%
Shares1.5K
Event2026-03-31
Filed2026-04-09
CMCSA
COMCAST CORP NEW
80.13%
Shares15.6K
Event2026-03-31
Filed2026-04-09
LHX
L3HARRIS TECHNOLOGIES INC
54.57%
Shares1.3K
Event2026-03-31
Filed2026-04-09
KKR & CO INC
KKR & CO INC
44.05%
Shares4.8K
Event2026-03-31
Filed2026-04-09
EQT CORP
EQT CORP
28.84%
Shares6.9K
Event2026-03-31
Filed2026-04-09
IJR
ISHARES TR
59.78%
Shares3.5K
Event2026-03-31
Filed2026-04-09
DFIC
DIMENSIONAL ETF TRUST
New
Shares12.3K
Event2026-03-31
Filed2026-04-09
SNOW
SNOWFLAKE INC
19.50%
Shares2.9K
Event2026-03-31
Filed2026-04-09
NUE
NUCOR CORP
9.45%
Shares2.6K
Event2026-03-31
Filed2026-04-09
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
New
Shares3.7K
Event2026-03-31
Filed2026-04-09
BK
BANK NEW YORK MELLON CORP
18.98%
Shares3.6K
Event2026-03-31
Filed2026-04-09
SCHH
SCHWAB STRATEGIC TR
-15.67%
Shares19.7K
Event2026-03-31
Filed2026-04-09
XLK
SELECT SECTOR SPDR TR
-0.50%
Shares3.2K
Event2026-03-31
Filed2026-04-09
MAR
MARRIOTT INTL INC NEW
42.78%
Shares1.3K
Event2026-03-31
Filed2026-04-09
A
AGILENT TECHNOLOGIES INC
23.71%
Shares3.7K
Event2026-03-31
Filed2026-04-09
DAR
DARLING INGREDIENTS INC
7.67%
Shares6.7K
Event2026-03-31
Filed2026-04-09
CBRE
CBRE GROUP INC
37.37%
Shares3.1K
Event2026-03-31
Filed2026-04-09
TMUS
T-MOBILE US INC
35.87%
Shares2.0K
Event2026-03-31
Filed2026-04-09
FITB
FIFTH THIRD BANCORP
New
Shares8.8K
Event2026-03-31
Filed2026-04-09
BDX
BECTON DICKINSON & CO
82.72%
Shares2.6K
Event2026-03-31
Filed2026-04-09
STXK
EA SERIES TRUST
-10.02%
Shares12.2K
Event2026-03-31
Filed2026-04-09
CMG
CHIPOTLE MEXICAN GRILL INC
-8.07%
Shares12.7K
Event2026-03-31
Filed2026-04-09
PRU
PRUDENTIAL FINL INC
-10.33%
Shares4.2K
Event2026-03-31
Filed2026-04-09
EWBC
EAST WEST BANCORP INC
67.60%
Shares3.8K
Event2026-03-31
Filed2026-04-09
FIX
COMFORT SYS USA INC
New
Shares292
Event2026-03-31
Filed2026-04-09
AKAM
AKAMAI TECHNOLOGIES INC
37.15%
Shares3.5K
Event2026-03-31
Filed2026-04-09
STLD
STEEL DYNAMICS INC
40.56%
Shares2.2K
Event2026-03-31
Filed2026-04-09
ELV
ELEVANCE HEALTH INC FORMERLY
-35.76%
Shares1.3K
Event2026-03-31
Filed2026-04-09
NVR
NVR INC
New
Shares58
Event2026-03-31
Filed2026-04-09
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares823
Event2026-03-31
Filed2026-04-09
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
32.63%
Shares8.2K
Event2026-03-31
Filed2026-04-09
FNDX
SCHWAB STRATEGIC TR
9.87%
Shares13.5K
Event2026-03-31
Filed2026-04-09
BC
BRUNSWICK CORP
6.36%
Shares5.2K
Event2026-03-31
Filed2026-04-09
WBS
WEBSTER FINL CORP
58.48%
Shares5.4K
Event2026-03-31
Filed2026-04-09
SO
SOUTHERN CO
53.00%
Shares3.9K
Event2026-03-31
Filed2026-04-09
EXPI
EXP WORLD HLDGS INC
15.68%
Shares62.4K
Event2026-03-31
Filed2026-04-09
AON PLC
AON PLC
1.23%
Shares1.2K
Event2026-03-31
Filed2026-04-09
CPRT
COPART INC
12.10%
Shares11.1K
Event2026-03-31
Filed2026-04-09
COIN
COINBASE GLOBAL INC
-7.26%
Shares2.1K
Event2026-03-31
Filed2026-04-09
HYMB
SPDR SERIES TRUST
-0.93%
Shares14.6K
Event2026-03-31
Filed2026-04-09
IWF
ISHARES TR
1.81%
Shares844
Event2026-03-31
Filed2026-04-09
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-53.38%
Shares1.8K
Event2026-03-31
Filed2026-04-09
CENX
CENTURY ALUM CO
0.73%
Shares6.0K
Event2026-03-31
Filed2026-04-09
IBIT
ISHARES BITCOIN TRUST ETF
27.42%
Shares9.0K
Event2026-03-31
Filed2026-04-09
ADM
ARCHER DANIELS MIDLAND CO
12.02%
Shares4.7K
Event2026-03-31
Filed2026-04-09
AGG
ISHARES TR
4.45%
Shares3.4K
Event2026-03-31
Filed2026-04-09
BIIB
BIOGEN INC
10.92%
Shares1.8K
Event2026-03-31
Filed2026-04-09
LEN
LENNAR CORP
-16.34%
Shares3.9K
Event2026-03-31
Filed2026-04-09
TRGP
TARGA RES CORP
12.64%
Shares1.3K
Event2026-03-31
Filed2026-04-09
MDYG
SPDR SERIES TRUST
11.84%
Shares3.4K
Event2026-03-31
Filed2026-04-09
ON
ON SEMICONDUCTOR CORP
10.14%
Shares5.3K
Event2026-03-31
Filed2026-04-09
EXPE
EXPEDIA GROUP INC
41.22%
Shares1.4K
Event2026-03-31
Filed2026-04-09
EBAY
EBAY INC.
New
Shares3.6K
Event2026-03-31
Filed2026-04-09
MATCH GROUP INC NEW
MATCH GROUP INC NEW
12.51%
Shares10.6K
Event2026-03-31
Filed2026-04-09
TGT
TARGET CORP
New
Shares2.7K
Event2026-03-31
Filed2026-04-09
CL
COLGATE PALMOLIVE CO
43.03%
Shares3.8K
Event2026-03-31
Filed2026-04-09
PNC
PNC FINL SVCS GROUP INC
21.27%
Shares1.5K
Event2026-03-31
Filed2026-04-09
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
48.44%
Shares904
Event2026-03-31
Filed2026-04-09
MCHP
MICROCHIP TECHNOLOGY INC.
-2.68%
Shares4.8K
Event2026-03-31
Filed2026-04-09
FIS
FIDELITY NATL INFORMATION SV
-3.57%
Shares6.5K
Event2026-03-31
Filed2026-04-09
EOG
EOG RES INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-09
BKE
BUCKLE INC
-1.87%
Shares6.0K
Event2026-03-31
Filed2026-04-09
VXF
VANGUARD INDEX FDS
10.02%
Shares1.5K
Event2026-03-31
Filed2026-04-09
IVE
ISHARES TR
0.64%
Shares1.4K
Event2026-03-31
Filed2026-04-09
SPYV
SPDR SERIES TRUST
0.13%
Shares5.3K
Event2026-03-31
Filed2026-04-09
FOX
FOX CORP
38.89%
Shares5.6K
Event2026-03-31
Filed2026-04-09
PYLD
PIMCO ETF TR
37.51%
Shares11.3K
Event2026-03-31
Filed2026-04-09
YUM
YUM BRANDS INC
25.45%
Shares1.9K
Event2026-03-31
Filed2026-04-09
CLX
CLOROX CO DEL
New
Shares2.8K
Event2026-03-31
Filed2026-04-09
BMRN
BIOMARIN PHARMACEUTICAL INC
New
Shares5.2K
Event2026-03-31
Filed2026-04-09
TFC
TRUIST FINL CORP
New
Shares6.4K
Event2026-03-31
Filed2026-04-09
BLACKSTONE INC
BLACKSTONE INC
53.87%
Shares2.5K
Event2026-03-31
Filed2026-04-09
TRV
TRAVELERS COMPANIES INC
39.55%
Shares988
Event2026-03-31
Filed2026-04-09
XYZ
BLOCK INC
10.35%
Shares4.8K
Event2026-03-31
Filed2026-04-09
SPHQ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-09
ARGX
ARGENX SE
0.26%
Shares384
Event2026-03-31
Filed2026-04-09
RIVN
RIVIAN AUTOMOTIVE INC
65.28%
Shares18.5K
Event2026-03-31
Filed2026-04-09
MMC
MARSH & MCLENNAN COS INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-09
ROL
ROLLINS INC
New
Shares5.2K
Event2026-03-31
Filed2026-04-09
AFL
AFLAC INC
23.37%
Shares2.5K
Event2026-03-31
Filed2026-04-09
RKT
ROCKET COS INC
-2.78%
Shares19.3K
Event2026-03-31
Filed2026-04-09
BALL
BALL CORP
11.68%
Shares4.7K
Event2026-03-31
Filed2026-04-09
WM
WASTE MGMT INC DEL
-48.06%
Shares1.2K
Event2026-03-31
Filed2026-04-09
CRCL
CIRCLE INTERNET GROUP INC
New
Shares2.9K
Event2026-03-31
Filed2026-04-09
GEN DIGITAL INC
GEN DIGITAL INC
-13.38%
Shares14.5K
Event2026-03-31
Filed2026-04-09
ESGV
VANGUARD WORLD FD
-0.29%
Shares2.4K
Event2026-03-31
Filed2026-04-09
FMNB
FARMERS NATIONAL BANC CORP
New
Shares20.3K
Event2026-03-31
Filed2026-04-09
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-09
FNB
F N B CORP
57.50%
Shares16.0K
Event2026-03-31
Filed2026-04-09
CMI
CUMMINS INC
21.27%
Shares496
Event2026-03-31
Filed2026-04-09
MTZ
MASTEC INC
New
Shares829
Event2026-03-31
Filed2026-04-09
HOPE
HOPE BANCORP INC
-1.58%
Shares23.7K
Event2026-03-31
Filed2026-04-09
VT
VANGUARD INTL EQUITY INDEX F
-0.10%
Shares1.9K
Event2026-03-31
Filed2026-04-09
RNR
RENAISSANCERE HLDGS LTD
New
Shares883
Event2026-03-31
Filed2026-04-09
PYPL
PAYPAL HLDGS INC
2.66%
Shares5.8K
Event2026-03-31
Filed2026-04-09
UPS
UNITED PARCEL SVCS INC
-2.06%
Shares2.7K
Event2026-03-31
Filed2026-04-09
IWB
ISHARES TR
25.95%
Shares733
Event2026-03-31
Filed2026-04-09
IONS
IONIS PHARMACEUTICALS INC
0.14%
Shares3.5K
Event2026-03-31
Filed2026-04-09
COKE
COCA COLA CONS INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-09
DDOG
DATADOG INC
38.20%
Shares2.2K
Event2026-03-31
Filed2026-04-09
CF BANKSHARES INC
CF BANKSHARES INC
0.00%
Shares9.1K
Event2026-03-31
Filed2026-04-09
EFA
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-09
GLD
SPDR GOLD TR
New
Shares587
Event2026-03-31
Filed2026-04-09
HYD
VANECK ETF TRUST
3.65%
Shares5.0K
Event2026-03-31
Filed2026-04-09
GWW
WW GRAINGER INC
New
Shares229
Event2026-03-31
Filed2026-04-09
MDLZ
MONDELEZ INTL INC
New
Shares4.3K
Event2026-03-31
Filed2026-04-09
ETR
ENTERGY CORP NEW
New
Shares2.2K
Event2026-03-31
Filed2026-04-09
SBAC
SBA COMMUNICATIONS CORP
New
Shares1.4K
Event2026-03-31
Filed2026-04-09
VYM
VANGUARD WHITEHALL FDS
-0.06%
Shares1.7K
Event2026-03-31
Filed2026-04-09
DGRW
WISDOMTREE TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-09
HAS
HASBRO INC
1.91%
Shares2.6K
Event2026-03-31
Filed2026-04-09
LAZARD INC
LAZARD INC
-2.52%
Shares5.8K
Event2026-03-31
Filed2026-04-09
VOOV
VANGUARD ADMIRAL FDS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-09
BWA
BORGWARNER INC
New
Shares4.5K
Event2026-03-31
Filed2026-04-09
DFIV
DIMENSIONAL ETF TRUST
14.09%
Shares4.6K
Event2026-03-31
Filed2026-04-09
PCG
PG&E CORP
34.80%
Shares13.8K
Event2026-03-31
Filed2026-04-09
ABNB
AIRBNB INC
New
Shares1.9K
Event2026-03-31
Filed2026-04-09
MDGL
MADRIGAL PHARMACEUTICALS INC
-60.53%
Shares459
Event2026-03-31
Filed2026-04-09
MSCI
MSCI INC
14.69%
Shares445
Event2026-03-31
Filed2026-04-09
XEL
XCEL ENERGY INC
New
Shares3.0K
Event2026-03-31
Filed2026-04-09
PNW
PINNACLE WEST CAP CORP
New
Shares2.4K
Event2026-03-31
Filed2026-04-09
HOOD
ROBINHOOD MKTS INC
52.87%
Shares3.4K
Event2026-03-31
Filed2026-04-09
CPB
THE CAMPBELLS COMPANY
New
Shares10.6K
Event2026-03-31
Filed2026-04-09
XPO
XPO INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-09
TPR
TAPESTRY INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-09
CASY
CASEYS GEN STORES INC
New
Shares321
Event2026-03-31
Filed2026-04-09
FNDA
SCHWAB STRATEGIC TR
New
Shares7.1K
Event2026-03-31
Filed2026-04-09
TWLO
TWILIO INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-09
PCAR
PACCAR INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-09
RSG
REPUBLIC SVCS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-09
DFAT
DIMENSIONAL ETF TRUST
New
Shares3.6K
Event2026-03-31
Filed2026-04-09
MSI
MOTOROLA SOLUTIONS INC
New
Shares521
Event2026-03-31
Filed2026-04-09
CVNA
CARVANA CO
21.39%
Shares715
Event2026-03-31
Filed2026-04-09
BKR
BAKER HUGHES COMPANY
New
Shares3.7K
Event2026-03-31
Filed2026-04-09
IEX
IDEX CORP
New
Shares1.2K
Event2026-03-31
Filed2026-04-09
EXC
EXELON CORP
New
Shares4.5K
Event2026-03-31
Filed2026-04-09
IYW
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-09
IQLT
ISHARES TR
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-09
SPYM
SPDR SERIES TRUST
New
Shares2.8K
Event2026-03-31
Filed2026-04-09
IWO
ISHARES TR
0.43%
Shares693
Event2026-03-31
Filed2026-04-09
QSR
RESTAURANT BRANDS INTL INC
New
Shares2.9K
Event2026-03-31
Filed2026-04-09
TER
TERADYNE INC
New
Shares724
Event2026-03-31
Filed2026-04-09
IBKR
INTERACTIVE BROKERS GROUP IN
New
Shares3.2K
Event2026-03-31
Filed2026-04-09
AMP
AMERIPRISE FINL INC
-6.05%
Shares481
Event2026-03-31
Filed2026-04-09
NRG
NRG ENERGY INC
0.76%
Shares1.5K
Event2026-03-31
Filed2026-04-09
WY
WEYERHAEUSER CO
New
Shares8.7K
Event2026-03-31
Filed2026-04-09
RMBS
RAMBUS INC DEL
New
Shares2.4K
Event2026-03-31
Filed2026-04-09
IVZ
INVESCO LTD
New
Shares8.6K
Event2026-03-31
Filed2026-04-09
CTVA
CORTEVA INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-09
AEIS
ADVANCED ENERGY INDS
New
Shares643
Event2026-03-31
Filed2026-04-09
DIOD
DIODES INC
New
Shares3.0K
Event2026-03-31
Filed2026-04-09
PINS
PINTEREST INC
New
Shares11.2K
Event2026-03-31
Filed2026-04-09
HCA
HCA HEALTHCARE INC
New
Shares433
Event2026-03-31
Filed2026-04-09
CZR
CAESARS ENTERTAINMENT INC NE
New
Shares7.7K
Event2026-03-31
Filed2026-04-09
MLI
MUELLER INDS INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-09
XLU
SELECT SECTOR SPDR TR
New
Shares4.4K
Event2026-03-31
Filed2026-04-09
NVS
NOVARTIS AG
New
Shares1.3K
Event2026-03-31
Filed2026-04-09
SAN
BANCO SANTANDER SA
25.23%
Shares14.9K
Event2026-03-31
Filed2026-04-09
NEOG
NEOGEN CORP
0.00%
Shares18.1K
Event2026-03-31
Filed2026-04-09
CUSHMAN AND WAKEFIELD LTD
CUSHMAN AND WAKEFIELD LTD
-0.15%
Shares12.9K
Event2026-03-31
Filed2026-04-09
WEN
WENDYS CO
46.03%
Shares21.0K
Event2026-03-31
Filed2026-04-09
ONCY
ONCOLYTICS BIOTECH INC
New
Shares138.2K
Event2026-03-31
Filed2026-04-09
AXL
DAUCH CORP
New
Shares12.0K
Event2026-03-31
Filed2026-04-09
BGS
B & G FOODS INC
0.00%
Shares14.6K
Event2026-03-31
Filed2026-04-09
CTKB
CYTEK BIOSCIENCES INC
0.00%
Shares13.0K
Event2026-03-31
Filed2026-04-09
LYG
LLOYDS BANKING GROUP PLC
New
Shares11.1K
Event2026-03-31
Filed2026-04-09
INDI
INDIE SEMICONDUCTOR INC
New
Shares11.1K
Event2026-03-31
Filed2026-04-09
ELDN
ELEDON PHARMACEUTICALS INC
New
Shares10.0K
Event2026-03-31
Filed2026-04-09
LESLIES INC
LESLIES INC
New
Shares22.2K
Event2026-03-31
Filed2026-04-09
CLOV
CLOVER HEALTH INVESTMENTS CO
New
Shares12.5K
Event2026-03-31
Filed2026-04-09
COTY
COTY INC
New
Shares10.4K
Event2026-03-31
Filed2026-04-09
SABR
SABRE CORP
New
Shares11.1K
Event2026-03-31
Filed2026-04-09
DEFT
DEFI TECHNOLOGIES INC
New
Shares11.3K
Event2026-03-31
Filed2026-04-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available