The Analysis of EVERMAY WEALTH MANAGEMENT LLC's Holdings & P&L


Currently, EVERMAY WEALTH MANAGEMENT LLC holds 594 types of securities in its portfolio with a total value $902.1M. In the most recent quarter, they have increased their positions in BHRB (+185.8K shares, valued at $11.6M), SPTS (+379.8K shares, valued at $11.1M), SPTI (+270.3K shares, valued at $7.7M); decreased their positions in SCHX (-66.8K shares, valued at $1.7M), N/A (-2.5K shares, valued at $1.5M), IJH (-20.8K shares, valued at $1.4M); initiated new positions in BHRB (+185.8K shares, valued at $11.6M), EFAV (+324 shares, valued at $29.6K), IJK (+293 shares, valued at $29.5K).


1M P&L
+11.0M+1.36%
3M P&L
-32.1M-3.75%
HY P&L
+1.2M+0.14%

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/A638.7M
81.3%
2Consumer Electronics15.5M
2.0%
3Internet Retail12.1M
1.5%

Top Industries by Stock Count

1N/A184 stocks
35.2%
2Software - Application14 stocks
2.7%
3Banks - Regional12 stocks
2.3%
Stock Holdings
SPTI
SPDR SERIES TRUST
5.82%
Shares4.9M
Event2026-03-31
Filed2026-05-12
SCHX
SCHWAB STRATEGIC TR
-1.51%
Shares4.4M
Event2026-03-31
Filed2026-05-12
SPTS
SPDR SERIES TRUST
13.96%
Shares3.1M
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-2.06%
Shares118.3K
Event2026-03-31
Filed2026-05-12
IJH
ISHARES TR
-3.40%
Shares591.8K
Event2026-03-31
Filed2026-05-12
SPY
STATE STR SPDR S&P 500 ETF T
-1.05%
Shares53.0K
Event2026-03-31
Filed2026-05-12
IVV
ISHARES TR
-1.42%
Shares39.3K
Event2026-03-31
Filed2026-05-12
SPYM
SPDR SERIES TRUST
14.17%
Shares283.4K
Event2026-03-31
Filed2026-05-12
SPMD
SPDR SERIES TRUST
7.90%
Shares331.2K
Event2026-03-31
Filed2026-05-12
AAPL
APPLE INC
22.62%
Shares69.8K
Event2026-03-31
Filed2026-05-12
DFAI
DIMENSIONAL ETF TRUST
18.72%
Shares436.2K
Event2026-03-31
Filed2026-05-12
SPSM
SPDR SERIES TRUST
5.06%
Shares321.7K
Event2026-03-31
Filed2026-05-12
IEMG
ISHARES INC
4.93%
Shares206.6K
Event2026-03-31
Filed2026-05-12
VYM
VANGUARD WHITEHALL FDS
-2.61%
Shares80.6K
Event2026-03-31
Filed2026-05-12
BHRB
BURKE HERBERT FINL SVCS CORP
New
Shares185.8K
Event2026-03-31
Filed2026-05-12
IJR
ISHARES TR
-2.41%
Shares90.7K
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON COM INC
0.91%
Shares51.5K
Event2026-03-31
Filed2026-05-12
VTI
VANGUARD INDEX FDS
-7.97%
Shares30.8K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
-1.46%
Shares33.4K
Event2026-03-31
Filed2026-05-12
VO
VANGUARD INDEX FDS
-3.77%
Shares30.4K
Event2026-03-31
Filed2026-05-12
JMSB
JOHN MARSHALL BANCORP INC
0.44%
Shares350.0K
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
1.65%
Shares17.4K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE & CO
-1.78%
Shares18.0K
Event2026-03-31
Filed2026-05-12
XSOE
WISDOMTREE TR
-4.39%
Shares128.1K
Event2026-03-31
Filed2026-05-12
SGOV
ISHARES TR
-8.12%
Shares46.1K
Event2026-03-31
Filed2026-05-12
JEPI
J P MORGAN EXCHANGE TRADED F
-1.88%
Shares74.1K
Event2026-03-31
Filed2026-05-12
VUG
VANGUARD INDEX FDS
10.84%
Shares8.6K
Event2026-03-31
Filed2026-05-12
NVDA
NVIDIA CORPORATION
-0.47%
Shares21.2K
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY & CO
1.95%
Shares3.9K
Event2026-03-31
Filed2026-05-12
IWM
ISHARES TR
-2.18%
Shares14.3K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.45%
Shares6.8K
Event2026-03-31
Filed2026-05-12
VB
VANGUARD INDEX FDS
-4.04%
Shares12.1K
Event2026-03-31
Filed2026-05-12
IDV
ISHARES TR
-18.52%
Shares73.7K
Event2026-03-31
Filed2026-05-12
IWD
ISHARES TR
1.81%
Shares14.4K
Event2026-03-31
Filed2026-05-12
PJAN
INNOVATOR ETFS TRUST
-0.42%
Shares58.3K
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS INC
0.46%
Shares4.6K
Event2026-03-31
Filed2026-05-12
VEA
VANGUARD TAX-MANAGED FDS
4.19%
Shares39.8K
Event2026-03-31
Filed2026-05-12
V
VISA INC
-2.03%
Shares8.4K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
3.34%
Shares7.8K
Event2026-03-31
Filed2026-05-12
GDX
VANECK ETF TRUST
-17.15%
Shares25.9K
Event2026-03-31
Filed2026-05-12
IAUM
ISHARES GOLD TR
-16.74%
Shares50.1K
Event2026-03-31
Filed2026-05-12
CAT
CATERPILLAR INC
1.08%
Shares3.3K
Event2026-03-31
Filed2026-05-12
VTV
VANGUARD INDEX FDS
-1.47%
Shares11.3K
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC
-3.43%
Shares6.4K
Event2026-03-31
Filed2026-05-12
RTX
RTX CORPORATION
-0.31%
Shares10.6K
Event2026-03-31
Filed2026-05-12
NEE
NEXTERA ENERGY INC
-0.35%
Shares21.8K
Event2026-03-31
Filed2026-05-12
EFA
ISHARES TR
-13.31%
Shares20.6K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
-2.87%
Shares6.8K
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL CORP
-2.59%
Shares10.7K
Event2026-03-31
Filed2026-05-12
DHR
DANAHER CORP DEL
0.81%
Shares9.5K
Event2026-03-31
Filed2026-05-12
IWF
ISHARES TR
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-12
COST
COSTCO WHOLESALE CORPORATION
3.71%
Shares1.8K
Event2026-03-31
Filed2026-05-12
MLM
MARTIN MARIETTA MATLS INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-12
SLV
ISHARES SILVER TR
-20.22%
Shares24.9K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
-0.60%
Shares13.9K
Event2026-03-31
Filed2026-05-12
NOC
NORTHROP GRUMMAN CORP
-1.92%
Shares2.3K
Event2026-03-31
Filed2026-05-12
MCD
MCDONALDS CORP
-4.06%
Shares4.9K
Event2026-03-31
Filed2026-05-12
PAPR
INNOVATOR ETFS TRUST
-0.20%
Shares37.8K
Event2026-03-31
Filed2026-05-12
ISHARES GOLD TR
ISHARES GOLD TR
-0.40%
Shares16.6K
Event2026-03-31
Filed2026-05-12
VWO
VANGUARD INTL EQUITY INDEX F
-0.27%
Shares27.0K
Event2026-03-31
Filed2026-05-12
SCHF
SCHWAB STRATEGIC TR
-8.24%
Shares58.1K
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC
-0.06%
Shares6.4K
Event2026-03-31
Filed2026-05-12
GDXJ
VANECK ETF TRUST
-10.61%
Shares11.4K
Event2026-03-31
Filed2026-05-12
YUM
YUM BRANDS INC
-0.94%
Shares8.4K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-2.49%
Shares6.6K
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
-9.83%
Shares5.2K
Event2026-03-31
Filed2026-05-12
AXP
AMERICAN EXPRESS CO
0.67%
Shares4.1K
Event2026-03-31
Filed2026-05-12
TJX
TJX COS INC NEW
-8.97%
Shares7.6K
Event2026-03-31
Filed2026-05-12
MCO
MOODYS CORP
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC
-9.08%
Shares7.6K
Event2026-03-31
Filed2026-05-12
PMAY
INNOVATOR ETFS TRUST
-3.22%
Shares29.0K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-3.59%
Shares8.8K
Event2026-03-31
Filed2026-05-12
APH
AMPHENOL CORP
-5.15%
Shares8.9K
Event2026-03-31
Filed2026-05-12
SCHO
SCHWAB STRATEGIC TR
-3.46%
Shares46.0K
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE CO
-1.92%
Shares7.6K
Event2026-03-31
Filed2026-05-12
BRO
BROWN & BROWN INC
0.00%
Shares16.5K
Event2026-03-31
Filed2026-05-12
PANW
PALO ALTO NETWORKS INC
5.04%
Shares6.4K
Event2026-03-31
Filed2026-05-12
AMAT
APPLIED MATLS INC
0.47%
Shares3.0K
Event2026-03-31
Filed2026-05-12
VGIT
VANGUARD SCOTTSDALE FDS
178.17%
Shares17.2K
Event2026-03-31
Filed2026-05-12
ACGL
ARCH CAP GROUP LTD
0.00%
Shares10.7K
Event2026-03-31
Filed2026-05-12
SYK
STRYKER CORPORATION
-4.46%
Shares3.1K
Event2026-03-31
Filed2026-05-12
MKC.V
MCCORMICK & CO INC
0.00%
Shares20.1K
Event2026-03-31
Filed2026-05-12
NSC
NORFOLK SOUTHN CORP
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-12
KMI
KINDER MORGAN INC DEL
-4.78%
Shares29.8K
Event2026-03-31
Filed2026-05-12
NFLX
NETFLIX INC.
-2.45%
Shares10.3K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYS INC
-3.44%
Shares12.8K
Event2026-03-31
Filed2026-05-12
AMGN
AMGEN INC
10.02%
Shares2.8K
Event2026-03-31
Filed2026-05-12
SCHB
SCHWAB STRATEGIC TR
-0.30%
Shares38.9K
Event2026-03-31
Filed2026-05-12
MAR
MARRIOTT INTL INC NEW
-16.90%
Shares3.0K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
GE AEROSPACE
1.39%
Shares3.3K
Event2026-03-31
Filed2026-05-12
LEU
CENTRUS ENERGY CORP
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-12
AUB
ATLANTIC UN BANKSHARES CORP
7.75%
Shares25.0K
Event2026-03-31
Filed2026-05-12
IUSV
ISHARES TR
-5.35%
Shares8.7K
Event2026-03-31
Filed2026-05-12
EPD
ENTERPRISE PRODS PARTNERS L
-4.75%
Shares23.4K
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD INCORPORATED
0.34%
Shares1.7K
Event2026-03-31
Filed2026-05-12
CVX
CHEVRON CORPORATION
-7.94%
Shares4.0K
Event2026-03-31
Filed2026-05-12
BNL
BROADSTONE NET LEASE INC
-3.47%
Shares44.0K
Event2026-03-31
Filed2026-05-12
VBK
VANGUARD INDEX FDS
-5.06%
Shares2.6K
Event2026-03-31
Filed2026-05-12
SCHR
SCHWAB STRATEGIC TR
10.17%
Shares31.1K
Event2026-03-31
Filed2026-05-12
ICE
INTERCONTINENTAL EXCHANGE IN
-3.43%
Shares4.9K
Event2026-03-31
Filed2026-05-12
SCHM
SCHWAB STRATEGIC TR
0.00%
Shares24.5K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
LAM RESEARCH CORP
-0.92%
Shares3.5K
Event2026-03-31
Filed2026-05-12
LH
LABCORP HOLDINGS INC
-14.75%
Shares2.8K
Event2026-03-31
Filed2026-05-12
ORCL
ORACLE CORP
-5.95%
Shares5.0K
Event2026-03-31
Filed2026-05-12
TSLA
TESLA INC
10.22%
Shares1.9K
Event2026-03-31
Filed2026-05-12
APD
AIR PRODUCTS AND CHEMICALS I
10.05%
Shares2.4K
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO & CO
-1.73%
Shares8.9K
Event2026-03-31
Filed2026-05-12
DVY
ISHARES TR
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-12
URI
UNITED RENTALS INC
0.44%
Shares922
Event2026-03-31
Filed2026-05-12
LMT
LOCKHEED MARTIN CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
EATON CORP PLC
-5.13%
Shares1.8K
Event2026-03-31
Filed2026-05-12
MNST
MONSTER BEVERAGE CORP NEW
-1.92%
Shares8.9K
Event2026-03-31
Filed2026-05-12
VBR
VANGUARD INDEX FDS
-1.01%
Shares2.9K
Event2026-03-31
Filed2026-05-12
DHI
D R HORTON INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-12
WMT
WALMART INC
-6.47%
Shares4.9K
Event2026-03-31
Filed2026-05-12
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-12
CRM
SALESFORCE INC
-10.71%
Shares3.1K
Event2026-03-31
Filed2026-05-12
ROK
ROCKWELL AUTOMATION INC
-4.14%
Shares1.6K
Event2026-03-31
Filed2026-05-12
ADP
AUTOMATIC DATA PROCESSING IN
-1.13%
Shares2.8K
Event2026-03-31
Filed2026-05-12
DGRO
ISHARES TR
10.25%
Shares7.6K
Event2026-03-31
Filed2026-05-12
VXF
VANGUARD INDEX FDS
-2.28%
Shares2.6K
Event2026-03-31
Filed2026-05-12
SCHA
SCHWAB STRATEGIC TR
0.01%
Shares17.9K
Event2026-03-31
Filed2026-05-12
IWN
ISHARES TR
-2.84%
Shares2.7K
Event2026-03-31
Filed2026-05-12
KO
COCA COLA CO
0.01%
Shares6.7K
Event2026-03-31
Filed2026-05-12
HON
HONEYWELL INTL INC
59.38%
Shares2.2K
Event2026-03-31
Filed2026-05-12
USMV
ISHARES TR
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-12
SCHE
SCHWAB STRATEGIC TR
-1.34%
Shares14.6K
Event2026-03-31
Filed2026-05-12
GEV
GE VERNOVA INC
0.00%
Shares511
Event2026-03-31
Filed2026-05-12
VMC
VULCAN MATLS CO
-3.43%
Shares1.6K
Event2026-03-31
Filed2026-05-12
PH
PARKER-HANNIFIN CORP
-8.60%
Shares489
Event2026-03-31
Filed2026-05-12
SCHW
SCHWAB CHARLES CORP
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-12
NOW
SERVICENOW INC
-16.62%
Shares4.1K
Event2026-03-31
Filed2026-05-12
TRV
TRAVELERS COMPANIES INC
-2.08%
Shares1.4K
Event2026-03-31
Filed2026-05-12
ROP
ROPER TECHNOLOGIES INC
56.19%
Shares1.1K
Event2026-03-31
Filed2026-05-12
UNP
UNION PAC CORP
10.23%
Shares1.7K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
FAST
FASTENAL CO
0.00%
Shares8.7K
Event2026-03-31
Filed2026-05-12
BAC
BANK AMERICA CORP
-2.27%
Shares8.0K
Event2026-03-31
Filed2026-05-12
D
DOMINION ENERGY INC
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-12
VGSH
VANGUARD SCOTTSDALE FDS
6984.27%
Shares6.3K
Event2026-03-31
Filed2026-05-12
IWR
ISHARES TR
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-12
PSEP
INNOVATOR ETFS TRUST
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-12
CSX
CSX CORP
-0.70%
Shares8.8K
Event2026-03-31
Filed2026-05-12
CB
CHUBB LTD SWITZ
-31.04%
Shares1.1K
Event2026-03-31
Filed2026-05-12
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares761
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-12
KNSL
KINSALE CAP GROUP INC
-6.38%
Shares1.0K
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABORATORIES
-2.06%
Shares3.3K
Event2026-03-31
Filed2026-05-12
ECL
ECOLAB INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
SNPS
SYNOPSYS INC
0.00%
Shares850
Event2026-03-31
Filed2026-05-12
ELV
ELEVANCE HEALTH INC FORMERLY
-6.01%
Shares1.1K
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST CORP NEW
-0.87%
Shares11.4K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
BLACKROCK INC
-2.92%
Shares332
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-8.74%
Shares2.6K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
INVESCO QQQ TR
12.50%
Shares549
Event2026-03-31
Filed2026-05-12
CSM
PROSHARES TR
-4.65%
Shares4.1K
Event2026-03-31
Filed2026-05-12
LOW
LOWES COS INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
SCHG
SCHWAB STRATEGIC TR
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-12
CL
COLGATE PALMOLIVE CO
-0.31%
Shares3.5K
Event2026-03-31
Filed2026-05-12
VAW
VANGUARD WORLD FD
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-12
TMO
THERMO FISHER SCIENTIFIC INC
-0.68%
Shares587
Event2026-03-31
Filed2026-05-12
UNH
UNITEDHEALTH GROUP INC
4.93%
Shares1.1K
Event2026-03-31
Filed2026-05-12
IVE
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-12
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares643
Event2026-03-31
Filed2026-05-12
MDLZ
MONDELEZ INTL INC
-9.75%
Shares4.8K
Event2026-03-31
Filed2026-05-12
ESGV
VANGUARD WORLD FD
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-12
CBRE
CBRE GROUP INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
PFE
PFIZER INC
3.27%
Shares9.5K
Event2026-03-31
Filed2026-05-12
TFC
TRUIST FINL CORP
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-12
CDNS
CADENCE DESIGN SYSTEM INC
-33.05%
Shares946
Event2026-03-31
Filed2026-05-12
MCK
MCKESSON CORP
0.00%
Shares294
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-12
DGX
QUEST DIAGNOSTICS INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
EMR
EMERSON ELEC CO
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-12
FULT
FULTON FINL CORP PA
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-12
QUAL
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
EW
EDWARDS LIFESCIENCES CORP
-12.41%
Shares2.9K
Event2026-03-31
Filed2026-05-12
AMT
AMERICAN TOWER CORP
-11.62%
Shares1.3K
Event2026-03-31
Filed2026-05-12
TMUS
T-MOBILE US INC
-29.18%
Shares1.1K
Event2026-03-31
Filed2026-05-12
ISRG
INTUITIVE SURGICAL INC
-36.84%
Shares492
Event2026-03-31
Filed2026-05-12
SLYV
SPDR SERIES TRUST
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-12
UTHR
UNITED THERAPEUTICS CORP DEL
0.00%
Shares373
Event2026-03-31
Filed2026-05-12
IWO
ISHARES TR
0.00%
Shares687
Event2026-03-31
Filed2026-05-12
GLD
SPDR GOLD TR
-9.45%
Shares498
Event2026-03-31
Filed2026-05-12
BA
BOEING CO
10.03%
Shares1.1K
Event2026-03-31
Filed2026-05-12
BK
BANK NEW YORK MELLON CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-12
ADBE
ADOBE INC
-33.46%
Shares875
Event2026-03-31
Filed2026-05-12
CNP
CENTERPOINT ENERGY INC
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-12
VLO
VALERO ENERGY CORP
0.00%
Shares850
Event2026-03-31
Filed2026-05-12
IEFA
ISHARES TR
-6.33%
Shares2.3K
Event2026-03-31
Filed2026-05-12
J
JACOBS SOLUTIONS INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-12
CMI
CUMMINS INC
0.00%
Shares386
Event2026-03-31
Filed2026-05-12
TREX
TREX INC
-6.50%
Shares5.7K
Event2026-03-31
Filed2026-05-12
SHW
SHERWIN WILLIAMS CO
1.66%
Shares614
Event2026-03-31
Filed2026-05-12
MCHP
MICROCHIP TECHNOLOGY INC.
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-12
LDOS
LEIDOS HOLDINGS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
LHX
L3HARRIS TECHNOLOGIES INC
-31.14%
Shares533
Event2026-03-31
Filed2026-05-12
PM
PHILIP MORRIS INTL INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
VEU
VANGUARD INTL EQUITY INDEX F
21.85%
Shares2.4K
Event2026-03-31
Filed2026-05-12
SPYV
SPDR SERIES TRUST
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-12
DE
DEERE & CO
0.00%
Shares318
Event2026-03-31
Filed2026-05-12
CNQ
CANADIAN NAT RES LTD MED TER
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-12
VRSK
VERISK ANALYTICS INC
0.00%
Shares930
Event2026-03-31
Filed2026-05-12
CBOE
CBOE GLOBAL MKTS INC
0.00%
Shares622
Event2026-03-31
Filed2026-05-12
QDF
FLEXSHARES TR
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-12
UBSI
UNITED BANKSHARES INC WEST V
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-12
XLE
SELECT SECTOR SPDR TR
-33.97%
Shares2.8K
Event2026-03-31
Filed2026-05-12
DIS
DISNEY WALT CO
-1.70%
Shares1.8K
Event2026-03-31
Filed2026-05-12
TOWN
TOWNEBANK PORTSMOUTH VA
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-12
GS
GOLDMAN SACHS GROUP INC
-5.80%
Shares195
Event2026-03-31
Filed2026-05-12
SMB
VANECK ETF TRUST
0.00%
Shares9.5K
Event2026-03-31
Filed2026-05-12
VOOG
VANGUARD ADMIRAL FDS INC
-16.67%
Shares400
Event2026-03-31
Filed2026-05-12
TXN
TEXAS INSTRS INC
5.30%
Shares835
Event2026-03-31
Filed2026-05-12
COF
CAPITAL ONE FINL CORP
0.00%
Shares883
Event2026-03-31
Filed2026-05-12
CVLC
MORGAN STANLEY ETF TRUST
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
FVCB
FVCBANKCORP INC
-14.69%
Shares10.3K
Event2026-03-31
Filed2026-05-12
PGR
PROGRESSIVE CORP
-41.55%
Shares782
Event2026-03-31
Filed2026-05-12
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares250
Event2026-03-31
Filed2026-05-12
IVW
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
AWK
AMERICAN WTR WKS CO INC NEW
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
ITW
ILLINOIS TOOL WKS INC
-8.65%
Shares570
Event2026-03-31
Filed2026-05-12
VIOO
VANGUARD ADMIRAL FDS INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
ILOW
AB ACTIVE ETFS INC
-8.15%
Shares3.4K
Event2026-03-31
Filed2026-05-12
PHYS
SPROTT ASSET MANAGEMENT LP
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-12
MMM
3M CO
0.00%
Shares950
Event2026-03-31
Filed2026-05-12
RNW
RENEW ENERGY GLOBAL PLC
0.00%
Shares30.0K
Event2026-03-31
Filed2026-05-12
IJT
ISHARES TR
0.00%
Shares913
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
VLTO
VERALTO CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS INC
-50.65%
Shares2.6K
Event2026-03-31
Filed2026-05-12
IWP
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
ADI
ANALOG DEVICES INC
8.97%
Shares401
Event2026-03-31
Filed2026-05-12
PSA
PUBLIC STORAGE OPER CO
-28.68%
Shares470
Event2026-03-31
Filed2026-05-12
ITA
ISHARES TR
0.00%
Shares582
Event2026-03-31
Filed2026-05-12
DLTR
DOLLAR TREE INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
T
AT&T INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-12
BIP
BROOKFIELD INFRASTRUCTURE PA
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-12
TGT
TARGET CORP
-3.18%
Shares943
Event2026-03-31
Filed2026-05-12
BKNG
BOOKING HOLDINGS INC
0.00%
Shares27
Event2026-03-31
Filed2026-05-12
SPDW
SPDR INDEX SHS FDS
-7.51%
Shares2.5K
Event2026-03-31
Filed2026-05-12
NKE
NIKE INC
-10.65%
Shares2.1K
Event2026-03-31
Filed2026-05-12
MGK
VANGUARD WORLD FD
0.00%
Shares300
Event2026-03-31
Filed2026-05-12
CENCORA INC
CENCORA INC
0.00%
Shares350
Event2026-03-31
Filed2026-05-12
LINDE PLC
LINDE PLC
19.46%
Shares221
Event2026-03-31
Filed2026-05-12
TPYP
TORTOISE CAPITAL SERIES TRUS
-17.98%
Shares2.6K
Event2026-03-31
Filed2026-05-12
RODM
LATTICE STRATEGIES TR
-4.72%
Shares2.6K
Event2026-03-31
Filed2026-05-12
HUBBELL INC
HUBBELL INC
0.00%
Shares210
Event2026-03-31
Filed2026-05-12
CARR
CARRIER GLOBAL CORPORATION
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-12
BGR
BLACKROCK ENERGY & RES TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
MEDTRONIC PLC
-13.01%
Shares1.1K
Event2026-03-31
Filed2026-05-12
XLU
SELECT SECTOR SPDR TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-12
CVIE
MORGAN STANLEY ETF TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
NVS
NOVARTIS AG
-43.91%
Shares626
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS CORP
720.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
PDEC
INNOVATOR ETFS TRUST
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-12
BALL
BALL CORP
-27.44%
Shares1.6K
Event2026-03-31
Filed2026-05-12
GL
GLOBE LIFE INC
0.00%
Shares675
Event2026-03-31
Filed2026-05-12
MKL
MARKEL GROUP INC
0.00%
Shares49
Event2026-03-31
Filed2026-05-12
FNV
FRANCO NEV CORP
0.00%
Shares376
Event2026-03-31
Filed2026-05-12
EFSI
EAGLE FINL SVCS INC
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-12
PSX
PHILLIPS 66
0.00%
Shares500
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY INC
0.00%
Shares755
Event2026-03-31
Filed2026-05-12
MO
ALTRIA GROUP INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
PRU
PRUDENTIAL FINL INC
0.00%
Shares900
Event2026-03-31
Filed2026-05-12
GOOD
GLADSTONE COMMERCIAL CORP
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-12
TSEM
TOWER SEMICONDUCTOR LTD
0.00%
Shares500
Event2026-03-31
Filed2026-05-12
VOE
VANGUARD INDEX FDS
0.00%
Shares473
Event2026-03-31
Filed2026-05-12
COOPER COS INC
COOPER COS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
CME
CME GROUP INC
0.00%
Shares290
Event2026-03-31
Filed2026-05-12
TR
TOOTSIE ROLL INDS INC
2.99%
Shares2.0K
Event2026-03-31
Filed2026-05-12
PCG
PG&E CORP
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-12
SSO
PROSHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-12
HACK
AMPLIFY ETF TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
MELI
MERCADOLIBRE INC
-59.83%
Shares47
Event2026-03-31
Filed2026-05-12
ZAUG
INNOVATOR ETFS TRUST
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-12
BSX
BOSTON SCIENTIFIC CORP
4.02%
Shares1.3K
Event2026-03-31
Filed2026-05-12
DKS
DICKS SPORTING GOODS INC
0.00%
Shares400
Event2026-03-31
Filed2026-05-12
IDXX
IDEXX LABS INC
0.00%
Shares141
Event2026-03-31
Filed2026-05-12
SPGI
S&P GLOBAL INC
8.88%
Shares184
Event2026-03-31
Filed2026-05-12
CLX
CLOROX CO DEL
-23.56%
Shares730
Event2026-03-31
Filed2026-05-12
AES
AES CORP
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-12
WRB
BERKLEY W R CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
SPYX
SPDR SERIES TRUST
35.36%
Shares1.4K
Event2026-03-31
Filed2026-05-12
LYB
LYONDELLBASELL INDUSTRIES NV
0.00%
Shares869
Event2026-03-31
Filed2026-05-12
MU
MICRON TECHNOLOGY INC
-31.23%
Shares207
Event2026-03-31
Filed2026-05-12
IGPT
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
SCHD
SCHWAB STRATEGIC TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-12
BEP
BROOKFIELD RENEWABLE ENERGY
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-12
FTV
FORTIVE CORP
-17.92%
Shares1.2K
Event2026-03-31
Filed2026-05-12
VGT
VANGUARD WORLD FD
-5.00%
Shares95
Event2026-03-31
Filed2026-05-12
VGK
VANGUARD INTL EQUITY INDEX F
0.00%
Shares800
Event2026-03-31
Filed2026-05-12
AMP
AMERIPRISE FINL INC
0.00%
Shares148
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
UNILEVER PLC
-13.09%
Shares1.1K
Event2026-03-31
Filed2026-05-12
XT
ISHARES TR
36.29%
Shares954
Event2026-03-31
Filed2026-05-12
IWC
ISHARES TR
0.00%
Shares406
Event2026-03-31
Filed2026-05-12
OTIS
OTIS WORLDWIDE CORP
0.00%
Shares822
Event2026-03-31
Filed2026-05-12
CINF
CINCINNATI FINL CORP
0.00%
Shares400
Event2026-03-31
Filed2026-05-12
GEHC
GE HEALTHCARE TECHNOLOGIES I
-34.00%
Shares889
Event2026-03-31
Filed2026-05-12
PLD
PROLOGIS INC.
25.59%
Shares476
Event2026-03-31
Filed2026-05-12
UAL
UNITED AIRLS HLDGS INC
-1.46%
Shares675
Event2026-03-31
Filed2026-05-12
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
PFEB
INNOVATOR ETFS TRUST
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-12
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares678
Event2026-03-31
Filed2026-05-12
AME
AMETEK INC
0.00%
Shares285
Event2026-03-31
Filed2026-05-12
EEM
ISHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
XLK
SELECT SECTOR SPDR TR
160.92%
Shares454
Event2026-03-31
Filed2026-05-12
VOT
VANGUARD INDEX FDS
0.00%
Shares230
Event2026-03-31
Filed2026-05-12
PSTG
EVERPURE INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
VPL
VANGUARD INTL EQUITY INDEX F
0.00%
Shares600
Event2026-03-31
Filed2026-05-12
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-17.94%
Shares503
Event2026-03-31
Filed2026-05-12
DES
WISDOMTREE TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-12
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
IFF
INTERNATIONAL FLAVORS&FRAGRA
-30.00%
Shares770
Event2026-03-31
Filed2026-05-12
ROBO
EXCHANGE TRADED CONCEPTS TRU
-19.80%
Shares810
Event2026-03-31
Filed2026-05-12
NRG
NRG ENERGY INC
0.00%
Shares373
Event2026-03-31
Filed2026-05-12
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares410
Event2026-03-31
Filed2026-05-12
MSTR
STRATEGY INC
0.00%
Shares427
Event2026-03-31
Filed2026-05-12
INTC
INTEL CORP
-8.99%
Shares1.2K
Event2026-03-31
Filed2026-05-12
RWR
SPDR SERIES TRUST
0.00%
Shares509
Event2026-03-31
Filed2026-05-12
SDY
SPDR SERIES TRUST
0.00%
Shares352
Event2026-03-31
Filed2026-05-12
OKE
ONEOK INC NEW
0.00%
Shares560
Event2026-03-31
Filed2026-05-12
GIS
GENERAL MILLS INC
-5.28%
Shares1.3K
Event2026-03-31
Filed2026-05-12
ORLY
OREILLY AUTOMOTIVE INC
12.01%
Shares513
Event2026-03-31
Filed2026-05-12
FI
FISERV INC
0.00%
Shares844
Event2026-03-31
Filed2026-05-12
SBAC
SBA COMMUNICATIONS CORP
0.00%
Shares270
Event2026-03-31
Filed2026-05-12
SWX
SOUTHWEST GAS HLDGS INC
0.00%
Shares533
Event2026-03-31
Filed2026-05-12
MAS
MASCO CORP
0.00%
Shares746
Event2026-03-31
Filed2026-05-12
PAA
PLAINS ALL AMERN PIPELINE L
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares203
Event2026-03-31
Filed2026-05-12
PLTR
PALANTIR TECHNOLOGIES INC
-74.64%
Shares297
Event2026-03-31
Filed2026-05-12
KMB
KIMBERLY-CLARK CORP
0.00%
Shares426
Event2026-03-31
Filed2026-05-12
HII
HUNTINGTON INGALLS INDS INC
0.00%
Shares108
Event2026-03-31
Filed2026-05-12
CMG
CHIPOTLE MEXICAN GRILL INC
-66.83%
Shares1.3K
Event2026-03-31
Filed2026-05-12
DLR
DIGITAL RLTY TR INC
-39.44%
Shares215
Event2026-03-31
Filed2026-05-12
PPL
PPL CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
LUV
SOUTHWEST AIRLS CO
-0.30%
Shares1.0K
Event2026-03-31
Filed2026-05-12
TROW
PRICE T ROWE GROUP INC
0.00%
Shares415
Event2026-03-31
Filed2026-05-12
QCOM
QUALCOMM INC
-29.90%
Shares286
Event2026-03-31
Filed2026-05-12
NEM
NEWMONT CORP
-31.45%
Shares340
Event2026-03-31
Filed2026-05-12
IBIT
ISHARES BITCOIN TRUST ETF
0.00%
Shares950
Event2026-03-31
Filed2026-05-12
ET
ENERGY TRANSFER L P
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-12
UPS
UNITED PARCEL SVCS INC
0.00%
Shares355
Event2026-03-31
Filed2026-05-12
AMD
ADVANCED MICRO DEVICES INC
-1.16%
Shares171
Event2026-03-31
Filed2026-05-12
IJS
ISHARES TR
0.00%
Shares293
Event2026-03-31
Filed2026-05-12
IYH
ISHARES TR
69.70%
Shares560
Event2026-03-31
Filed2026-05-12
DELL
DELL TECHNOLOGIES INC
0.00%
Shares206
Event2026-03-31
Filed2026-05-12
EBAY
EBAY INC.
0.00%
Shares358
Event2026-03-31
Filed2026-05-12
CQP
CHENIERE ENERGY PARTNERS L P
0.00%
Shares485
Event2026-03-31
Filed2026-05-12
XLRE
SELECT SECTOR SPDR TR
2.18%
Shares751
Event2026-03-31
Filed2026-05-12
MTB
M & T BK CORP
0.00%
Shares147
Event2026-03-31
Filed2026-05-12
HAL
HALLIBURTON CO
0.00%
Shares778
Event2026-03-31
Filed2026-05-12
ADSK
AUTODESK INC
0.00%
Shares126
Event2026-03-31
Filed2026-05-12
VNQ
VANGUARD INDEX FDS
-4.78%
Shares339
Event2026-03-31
Filed2026-05-12
THE CIGNA GROUP
THE CIGNA GROUP
0.00%
Shares111
Event2026-03-31
Filed2026-05-12
EFAV
ISHARES TR
New
Shares324
Event2026-03-31
Filed2026-05-12
IJK
ISHARES TR
New
Shares293
Event2026-03-31
Filed2026-05-12
SPAB
SPDR SERIES TRUST
New
Shares1.1K
Event2026-03-31
Filed2026-05-12
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares138
Event2026-03-31
Filed2026-05-12
CCL
CARNIVAL CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
ZFEB
INNOVATOR ETFS TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
PJUL
INNOVATOR ETFS TRUST
0.00%
Shares615
Event2026-03-31
Filed2026-05-12
PPG
PPG INDS INC
0.00%
Shares260
Event2026-03-31
Filed2026-05-12
EFG
ISHARES TR
0.00%
Shares245
Event2026-03-31
Filed2026-05-12
WM
WASTE MGMT INC DEL
0.00%
Shares118
Event2026-03-31
Filed2026-05-12
WELL
WELLTOWER INC
0.00%
Shares137
Event2026-03-31
Filed2026-05-12
HWM
HOWMET AEROSPACE INC
0.00%
Shares117
Event2026-03-31
Filed2026-05-12
EEMV
ISHARES INC
0.00%
Shares411
Event2026-03-31
Filed2026-05-12
SLB
SLB LIMITED
0.00%
Shares514
Event2026-03-31
Filed2026-05-12
WPM
WHEATON PRECIOUS METALS CORP
0.00%
Shares200
Event2026-03-31
Filed2026-05-12
VDE
VANGUARD WORLD FD
0.00%
Shares150
Event2026-03-31
Filed2026-05-12
BND
VANGUARD BD INDEX FDS
New
Shares347
Event2026-03-31
Filed2026-05-12
EQT CORP
EQT CORP
0.00%
Shares400
Event2026-03-31
Filed2026-05-12
OEF
ISHARES TR
0.00%
Shares77
Event2026-03-31
Filed2026-05-12
FDVV
FIDELITY COVINGTON TRUST
-26.33%
Shares442
Event2026-03-31
Filed2026-05-12
ZOCT
INNOVATOR ETFS TRUST
0.00%
Shares900
Event2026-03-31
Filed2026-05-12
AMWD
AMERICAN WOODMARK CORP
0.00%
Shares600
Event2026-03-31
Filed2026-05-12
YUMC
YUM CHINA HLDGS INC
0.00%
Shares480
Event2026-03-31
Filed2026-05-12
TSM
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares68
Event2026-03-31
Filed2026-05-12
FCX
FREEPORT MCMORAN INC
0.00%
Shares390
Event2026-03-31
Filed2026-05-12
AGG
ISHARES TR
New
Shares228
Event2026-03-31
Filed2026-05-12
LPG
DORIAN LPG LTD
-23.26%
Shares660
Event2026-03-31
Filed2026-05-12
EA
ELECTRONIC ARTS INC
0.00%
Shares110
Event2026-03-31
Filed2026-05-12
SRE
SEMPRA
0.00%
Shares229
Event2026-03-31
Filed2026-05-12
XBI
SPDR SERIES TRUST
0.00%
Shares175
Event2026-03-31
Filed2026-05-12
DBEF
DBX ETF TR
New
Shares447
Event2026-03-31
Filed2026-05-12
GENC
GENCOR INDS INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-12
XLV
SELECT SECTOR SPDR TR
102.74%
Shares148
Event2026-03-31
Filed2026-05-12
CHD
CHURCH & DWIGHT CO INC
0.00%
Shares227
Event2026-03-31
Filed2026-05-12
EFAX
SPDR INDEX SHS FDS
-28.16%
Shares421
Event2026-03-31
Filed2026-05-12
IUSB
ISHARES TR
New
Shares444
Event2026-03-31
Filed2026-05-12
CRWD
CROWDSTRIKE HLDGS INC
0.00%
Shares51
Event2026-03-31
Filed2026-05-12
HEFA
ISHARES TR
New
Shares453
Event2026-03-31
Filed2026-05-12
ICF
ISHARES TR
-81.36%
Shares310
Event2026-03-31
Filed2026-05-12
AOR
ISHARES TR
-42.02%
Shares298
Event2026-03-31
Filed2026-05-12
VCSH
VANGUARD SCOTTSDALE FDS
New
Shares236
Event2026-03-31
Filed2026-05-12
VCIT
VANGUARD SCOTTSDALE FDS
New
Shares226
Event2026-03-31
Filed2026-05-12
ED
CONSOLIDATED EDISON INC
0.00%
Shares165
Event2026-03-31
Filed2026-05-12
NEU
NEWMARKET CORP
0.00%
Shares29
Event2026-03-31
Filed2026-05-12
XLY
SELECT SECTOR SPDR TR
740.00%
Shares168
Event2026-03-31
Filed2026-05-12
GPC
GENUINE PARTS CO
0.00%
Shares170
Event2026-03-31
Filed2026-05-12
KYN
KAYNE ANDERSON ENERGY INFRST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
EVRG
EVERGY INC
0.00%
Shares220
Event2026-03-31
Filed2026-05-12
HCA
HCA HEALTHCARE INC
-9.52%
Shares38
Event2026-03-31
Filed2026-05-12
GSLC
GOLDMAN SACHS ETF TR
New
Shares142
Event2026-03-31
Filed2026-05-12
JCI
JOHNSON CONTROLS INTERNATION
-10.20%
Shares132
Event2026-03-31
Filed2026-05-12
ETR
ENTERGY CORP NEW
0.00%
Shares152
Event2026-03-31
Filed2026-05-12
VERSANT MEDIA GROUP INC
VERSANT MEDIA GROUP INC
New
Shares456
Event2026-03-31
Filed2026-05-12
RAL
RALLIANT CORP
-18.26%
Shares403
Event2026-03-31
Filed2026-05-12
JEPQ
J P MORGAN EXCHANGE TRADED F
New
Shares300
Event2026-03-31
Filed2026-05-12
SO
SOUTHERN CO
0.00%
Shares170
Event2026-03-31
Filed2026-05-12
PYPL
PAYPAL HLDGS INC
0.00%
Shares358
Event2026-03-31
Filed2026-05-12
NANR
SPDR INDEX SHS FDS
2.13%
Shares192
Event2026-03-31
Filed2026-05-12
SOXQ
INVESCO EXCH TRADED FD TR II
0.00%
Shares265
Event2026-03-31
Filed2026-05-12
DSI
ISHARES TR
0.00%
Shares130
Event2026-03-31
Filed2026-05-12
IWS
ISHARES TR
0.00%
Shares107
Event2026-03-31
Filed2026-05-12
JIRE
J P MORGAN EXCHANGE TRADED F
New
Shares205
Event2026-03-31
Filed2026-05-12
UBER
UBER TECHNOLOGIES INC
0.00%
Shares214
Event2026-03-31
Filed2026-05-12
MTBA
SIMPLIFY EXCHANGE TRADED FUN
New
Shares307
Event2026-03-31
Filed2026-05-12
EMC
GLOBAL X FDS
0.00%
Shares491
Event2026-03-31
Filed2026-05-12
NYT
NEW YORK TIMES CO MTN BE
0.00%
Shares180
Event2026-03-31
Filed2026-05-12
SPGP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares140
Event2026-03-31
Filed2026-05-12
PFS
PROVIDENT FINL SVCS INC
0.00%
Shares709
Event2026-03-31
Filed2026-05-12
TYG
TORTOISE ENERGY INFRSTRCTR C
0.00%
Shares298
Event2026-03-31
Filed2026-05-12
EMBJ
EMBRAER S.A.
0.00%
Shares250
Event2026-03-31
Filed2026-05-12
XLI
SELECT SECTOR SPDR TR
New
Shares91
Event2026-03-31
Filed2026-05-12
QTUM
ETF SER SOLUTIONS
New
Shares136
Event2026-03-31
Filed2026-05-12
O
REALTY INCOME CORP
0.00%
Shares238
Event2026-03-31
Filed2026-05-12
SPEM
SPDR INDEX SHS FDS
0.00%
Shares310
Event2026-03-31
Filed2026-05-12
EOG
EOG RES INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-12
VRTX
VERTEX PHARMACEUTICALS INC
-11.11%
Shares32
Event2026-03-31
Filed2026-05-12
DG
DOLLAR GEN CORP
-11.11%
Shares120
Event2026-03-31
Filed2026-05-12
SRLN
SSGA ACTIVE ETF TR
New
Shares348
Event2026-03-31
Filed2026-05-12
IXC
ISHARES TR
0.00%
Shares236
Event2026-03-31
Filed2026-05-12
RSG
REPUBLIC SVCS INC
34.78%
Shares62
Event2026-03-31
Filed2026-05-12
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares95
Event2026-03-31
Filed2026-05-12
IHAK
ISHARES TR
0.00%
Shares300
Event2026-03-31
Filed2026-05-12
FDX
FEDEX CORP
0.00%
Shares36
Event2026-03-31
Filed2026-05-12
IYG
ISHARES TR
New
Shares153
Event2026-03-31
Filed2026-05-12
BN
BROOKFIELD CORP
0.00%
Shares312
Event2026-03-31
Filed2026-05-12
PKB
INVESCO EXCHANGE TRADED FD T
0.00%
Shares125
Event2026-03-31
Filed2026-05-12
EEMX
SPDR INDEX SHS FDS
-8.33%
Shares275
Event2026-03-31
Filed2026-05-12
OGS
ONE GAS INC
0.00%
Shares140
Event2026-03-31
Filed2026-05-12
MS
MORGAN STANLEY
284.21%
Shares73
Event2026-03-31
Filed2026-05-12
EFV
ISHARES TR
0.00%
Shares159
Event2026-03-31
Filed2026-05-12
PPA
INVESCO EXCHANGE TRADED FD T
0.00%
Shares71
Event2026-03-31
Filed2026-05-12
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares50
Event2026-03-31
Filed2026-05-12
CSL
CARLISLE COS INC
0.00%
Shares35
Event2026-03-31
Filed2026-05-12
IJJ
ISHARES TR
New
Shares88
Event2026-03-31
Filed2026-05-12
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-23.12%
Shares153
Event2026-03-31
Filed2026-05-12
THM
INTERNATIONAL TOWER HILL MIN
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-12
BABA
ALIBABA GROUP HLDG LTD
0.00%
Shares89
Event2026-03-31
Filed2026-05-12
SPOT
SPOTIFY TECHNOLOGY S A
0.00%
Shares23
Event2026-03-31
Filed2026-05-12
GSK PLC
GSK PLC
0.00%
Shares198
Event2026-03-31
Filed2026-05-12
VSS
VANGUARD INTL EQUITY INDEX F
-50.00%
Shares75
Event2026-03-31
Filed2026-05-12
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
0.00%
Shares500
Event2026-03-31
Filed2026-05-12
DFAT
DIMENSIONAL ETF TRUST
2.35%
Shares174
Event2026-03-31
Filed2026-05-12
LVHD
LEGG MASON ETF INVT
New
Shares253
Event2026-03-31
Filed2026-05-12
SPHD
INVESCO EXCH TRADED FD TR II
New
Shares215
Event2026-03-31
Filed2026-05-12
USHY
ISHARES TR
New
Shares289
Event2026-03-31
Filed2026-05-12
GLW
CORNING INC
0.00%
Shares73
Event2026-03-31
Filed2026-05-12
IRM
IRON MTN INC DEL
New
Shares97
Event2026-03-31
Filed2026-05-12
BROOKFIELD INFRASTRUCTURE CO
BROOKFIELD INFRASTRUCTURE CO
0.00%
Shares249
Event2026-03-31
Filed2026-05-12
AVEM
AMERICAN CENTY ETF TR
New
Shares121
Event2026-03-31
Filed2026-05-12
VNT
VONTIER CORPORATION
0.00%
Shares268
Event2026-03-31
Filed2026-05-12
NVO
NOVO-NORDISK A S
0.00%
Shares250
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.00%
Shares45
Event2026-03-31
Filed2026-05-12
ARTY
ISHARES TR
0.00%
Shares200
Event2026-03-31
Filed2026-05-12
PAVE
GLOBAL X FDS
686.96%
Shares181
Event2026-03-31
Filed2026-05-12
AEGON LTD
AEGON LTD
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
0.00%
Shares126
Event2026-03-31
Filed2026-05-12
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares166
Event2026-03-31
Filed2026-05-12
MBB
ISHARES TR
New
Shares92
Event2026-03-31
Filed2026-05-12
IBB
ISHARES TR
0.00%
Shares50
Event2026-03-31
Filed2026-05-12
RDVY
FIRST TR EXCHANGE TRADED FD
0.00%
Shares121
Event2026-03-31
Filed2026-05-12
TT
TRANE TECHNOLOGIES PLC
New
Shares19
Event2026-03-31
Filed2026-05-12
SNOW
SNOWFLAKE INC
0.00%
Shares52
Event2026-03-31
Filed2026-05-12
MOS
MOSAIC CO
0.00%
Shares305
Event2026-03-31
Filed2026-05-12
SMR
NUSCALE PWR CORP
0.00%
Shares700
Event2026-03-31
Filed2026-05-12
VV
VANGUARD INDEX FDS
0.00%
Shares25
Event2026-03-31
Filed2026-05-12
GM
GENERAL MTRS CO
0.00%
Shares100
Event2026-03-31
Filed2026-05-12
PAYX
PAYCHEX INC
0.00%
Shares80
Event2026-03-31
Filed2026-05-12
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
0.00%
Shares120
Event2026-03-31
Filed2026-05-12
ULTA
ULTA BEAUTY INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-12
KR
KROGER CO
0.00%
Shares100
Event2026-03-31
Filed2026-05-12
VST
VISTRA CORP
0.00%
Shares48
Event2026-03-31
Filed2026-05-12
EMB
ISHARES TR
New
Shares76
Event2026-03-31
Filed2026-05-12
CTVA
CORTEVA INC
0.00%
Shares85
Event2026-03-31
Filed2026-05-12
NXPI
NXP SEMICONDUCTORS N V
0.00%
Shares34
Event2026-03-31
Filed2026-05-12
MGC
VANGUARD WORLD FD
0.00%
Shares28
Event2026-03-31
Filed2026-05-12
BKR
BAKER HUGHES COMPANY
0.00%
Shares107
Event2026-03-31
Filed2026-05-12
TEVA
TEVA PHARMACEUTICAL INDS LTD
0.00%
Shares216
Event2026-03-31
Filed2026-05-12
INTU
INTUIT
650.00%
Shares15
Event2026-03-31
Filed2026-05-12
PDBC
INVESCO ACTVELY MNGD ETC FD
126.88%
Shares363
Event2026-03-31
Filed2026-05-12
XLP
SELECT SECTOR SPDR TR
New
Shares76
Event2026-03-31
Filed2026-05-12
KHC
KRAFT HEINZ CO
-21.36%
Shares265
Event2026-03-31
Filed2026-05-12
XLF
SELECT SECTOR SPDR TR
New
Shares119
Event2026-03-31
Filed2026-05-12
VAC
MARRIOTT VACATIONS WORLDWIDE
0.00%
Shares90
Event2026-03-31
Filed2026-05-12
NFRA
FLEXSHARES TR
New
Shares90
Event2026-03-31
Filed2026-05-12
IDU
ISHARES TR
113.04%
Shares49
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available