Sponsored
The Analysis of EXENCIAL WEALTH ADVISORS, LLC's Holdings & P&L
Currently, EXENCIAL WEALTH ADVISORS, LLC holds 563 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in DFSV (+731.3K shares, valued at $25.6M), DFLV (+381.1K shares, valued at $13.6M), SCHM (+387.3K shares, valued at $12.0M); decreased their positions in N/A (-130.9K shares, valued at $11.3M), N/A (-14.8K shares, valued at $7.1M), GLD (-16.2K shares, valued at $7.0M); initiated new positions in N/A (+87.2K shares, valued at $5.6M), N/A (+20.2K shares, valued at $4.0M), EUFN (+71.3K shares, valued at $2.5M).
1M P&L
+76.6M+2.49%
3M P&L
-222.6M-6.59%
HY P&L
-30.1M-0.95%
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/A1.6B
57.5%
2Consumer Electronics117.4M
4.1%
3Software - Infrastructure99.4M
3.5%
Top Industries by Stock Count
1N/A222 stocks
42.4%
2Utilities - Regulated Electric14 stocks
2.7%
3Software - Application13 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC20.6K sharesnew addition2026-03-312026-04-28
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AAPL
1.98%APPLE INC
Shares456.8K
Event2026-03-31
Filed2026-04-28
DFSV
35.39%DIMENSIONAL ETF TRUST
Shares2.8M
Event2026-03-31
Filed2026-04-28
INVESCO EXCHANGE TRADED FD T
16.93%INVESCO EXCHANGE TRADED FD T
Shares415.1K
Event2026-03-31
Filed2026-04-28
MSFT
-0.93%MICROSOFT CORP
Shares203.6K
Event2026-03-31
Filed2026-04-28
VTV
-1.30%VANGUARD INDEX FDS
Shares343.7K
Event2026-03-31
Filed2026-04-28
SCHM
23.85%SCHWAB STRATEGIC TR
Shares2.0M
Event2026-03-31
Filed2026-04-28
ALPHABET INC
-5.03%ALPHABET INC
Shares210.0K
Event2026-03-31
Filed2026-04-28
NVDA
16.42%NVIDIA CORPORATION
Shares344.9K
Event2026-03-31
Filed2026-04-28
DFIV
19.31%DIMENSIONAL ETF TRUST
Shares1.1M
Event2026-03-31
Filed2026-04-28
VBR
-3.05%VANGUARD INDEX FDS
Shares255.4K
Event2026-03-31
Filed2026-04-28
SGOV
-7.31%ISHARES TR
Shares542.9K
Event2026-03-31
Filed2026-04-28
AMZN
5.46%AMAZON COM INC
Shares260.0K
Event2026-03-31
Filed2026-04-28
VUG
10.28%VANGUARD INDEX FDS
Shares111.4K
Event2026-03-31
Filed2026-04-28
DFLV
40.29%DIMENSIONAL ETF TRUST
Shares1.3M
Event2026-03-31
Filed2026-04-28
DISV
33.70%DIMENSIONAL ETF TRUST
Shares1.2M
Event2026-03-31
Filed2026-04-28
BROADCOM INC
7.89%BROADCOM INC
Shares128.2K
Event2026-03-31
Filed2026-04-28
IEMG
4.97%ISHARES INC
Shares545.7K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY INC DEL
-15.87%BERKSHIRE HATHAWAY INC DEL
Shares78.4K
Event2026-03-31
Filed2026-04-28
DUHP
23.51%DIMENSIONAL ETF TRUST
Shares1.0M
Event2026-03-31
Filed2026-04-28
IJS
-1.15%ISHARES TR
Shares279.6K
Event2026-03-31
Filed2026-04-28
VCSH
1.72%VANGUARD SCOTTSDALE FDS
Shares412.0K
Event2026-03-31
Filed2026-04-28
IVV
-4.77%ISHARES TR
Shares49.4K
Event2026-03-31
Filed2026-04-28
VEA
7.84%VANGUARD TAX-MANAGED FDS
Shares482.7K
Event2026-03-31
Filed2026-04-28
VANGUARD INDEX FDS
12.70%VANGUARD INDEX FDS
Shares50.8K
Event2026-03-31
Filed2026-04-28
DFEV
23.30%DIMENSIONAL ETF TRUST
Shares832.2K
Event2026-03-31
Filed2026-04-28
META
-5.46%META PLATFORMS INC
Shares50.0K
Event2026-03-31
Filed2026-04-28
FNDF
-4.94%SCHWAB STRATEGIC TR
Shares580.6K
Event2026-03-31
Filed2026-04-28
EFV
-1.46%ISHARES TR
Shares371.8K
Event2026-03-31
Filed2026-04-28
FNDC
-3.20%SCHWAB STRATEGIC TR
Shares556.9K
Event2026-03-31
Filed2026-04-28
DIHP
38.42%DIMENSIONAL ETF TRUST
Shares795.5K
Event2026-03-31
Filed2026-04-28
EATON CORP PLC
26.65%EATON CORP PLC
Shares66.4K
Event2026-03-31
Filed2026-04-28
DFAT
-1.59%DIMENSIONAL ETF TRUST
Shares375.7K
Event2026-03-31
Filed2026-04-28
ICE
13.74%INTERCONTINENTAL EXCHANGE IN
Shares147.0K
Event2026-03-31
Filed2026-04-28
SCHD
-5.18%SCHWAB STRATEGIC TR
Shares717.6K
Event2026-03-31
Filed2026-04-28
VYM
-0.16%VANGUARD WHITEHALL FDS
Shares145.1K
Event2026-03-31
Filed2026-04-28
CNQ
-2.80%CANADIAN NAT RES LTD MED TER
Shares435.7K
Event2026-03-31
Filed2026-04-28
TSM
-3.01%TAIWAN SEMICONDUCTOR MANUFAC
Shares61.8K
Event2026-03-31
Filed2026-04-28
VBK
-0.35%VANGUARD INDEX FDS
Shares69.0K
Event2026-03-31
Filed2026-04-28
VO
-0.64%VANGUARD INDEX FDS
Shares70.6K
Event2026-03-31
Filed2026-04-28
LHX
-20.98%L3HARRIS TECHNOLOGIES INC
Shares56.2K
Event2026-03-31
Filed2026-04-28
VCIT
3.74%VANGUARD SCOTTSDALE FDS
Shares232.1K
Event2026-03-31
Filed2026-04-28
MGC
-2.97%VANGUARD WORLD FD
Shares80.7K
Event2026-03-31
Filed2026-04-28
VWO
0.04%VANGUARD INTL EQUITY INDEX F
Shares348.3K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
-4.77%ALPHABET INC
Shares65.2K
Event2026-03-31
Filed2026-04-28
STIP
1.94%ISHARES TR
Shares181.3K
Event2026-03-31
Filed2026-04-28
GLD
-27.24%SPDR GOLD TR
Shares43.2K
Event2026-03-31
Filed2026-04-28
HON
-1.18%HONEYWELL INTL INC
Shares80.3K
Event2026-03-31
Filed2026-04-28
PDBC
-0.34%INVESCO ACTVELY MNGD ETC FD
Shares1.0M
Event2026-03-31
Filed2026-04-28
JPM
93.99%JPMORGAN CHASE & CO
Shares60.7K
Event2026-03-31
Filed2026-04-28
TMO
-4.74%THERMO FISHER SCIENTIFIC INC
Shares35.4K
Event2026-03-31
Filed2026-04-28
ASML
-1.00%ASML HLDG NV
Shares12.9K
Event2026-03-31
Filed2026-04-28
IEFA
-1.97%ISHARES TR
Shares187.8K
Event2026-03-31
Filed2026-04-28
MA
-26.67%MASTERCARD INCORPORATED
Shares33.2K
Event2026-03-31
Filed2026-04-28
NVS
13.71%NOVARTIS AG
Shares108.6K
Event2026-03-31
Filed2026-04-28
CGGR
0.68%CAPITAL GROUP GROWTH ETF
Shares401.2K
Event2026-03-31
Filed2026-04-28
TLT
0.10%ISHARES TR
Shares184.2K
Event2026-03-31
Filed2026-04-28
LLY
-1.51%ELI LILLY & CO
Shares17.1K
Event2026-03-31
Filed2026-04-28
V
-24.90%VISA INC
Shares51.5K
Event2026-03-31
Filed2026-04-28
CSCO
-3.21%CISCO SYS INC
Shares199.4K
Event2026-03-31
Filed2026-04-28
MLM
-3.70%MARTIN MARIETTA MATLS INC
Shares25.8K
Event2026-03-31
Filed2026-04-28
CVX
3.15%CHEVRON CORPORATION
Shares71.6K
Event2026-03-31
Filed2026-04-28
SYK
49.97%STRYKER CORPORATION
Shares43.6K
Event2026-03-31
Filed2026-04-28
SCZ
-1.20%ISHARES TR
Shares179.9K
Event2026-03-31
Filed2026-04-28
SCHR
1.18%SCHWAB STRATEGIC TR
Shares559.6K
Event2026-03-31
Filed2026-04-28
VNQ
16.35%VANGUARD INDEX FDS
Shares156.1K
Event2026-03-31
Filed2026-04-28
DFAI
-3.17%DIMENSIONAL ETF TRUST
Shares353.5K
Event2026-03-31
Filed2026-04-28
EVRG
-4.20%EVERGY INC
Shares160.5K
Event2026-03-31
Filed2026-04-28
COST
-1.03%COSTCO WHOLESALE CORPORATION
Shares13.0K
Event2026-03-31
Filed2026-04-28
SNPS
2.46%SYNOPSYS INC
Shares32.5K
Event2026-03-31
Filed2026-04-28
MTB
-4.35%M & T BK CORP
Shares61.6K
Event2026-03-31
Filed2026-04-28
BND
-2.21%VANGUARD BD INDEX FDS
Shares168.4K
Event2026-03-31
Filed2026-04-28
DFAR
5.12%DIMENSIONAL ETF TRUST
Shares514.7K
Event2026-03-31
Filed2026-04-28
AGG
-3.57%ISHARES TR
Shares120.8K
Event2026-03-31
Filed2026-04-28
WAB
-6.28%WABTEC
Shares47.5K
Event2026-03-31
Filed2026-04-28
DGX
-4.60%QUEST DIAGNOSTICS INC
Shares59.3K
Event2026-03-31
Filed2026-04-28
NFLX
404.68%NETFLIX INC.
Shares120.8K
Event2026-03-31
Filed2026-04-28
SPGI
-6.96%S&P GLOBAL INC
Shares27.2K
Event2026-03-31
Filed2026-04-28
DFAE
0.99%DIMENSIONAL ETF TRUST
Shares335.7K
Event2026-03-31
Filed2026-04-28
ABT
-2.80%ABBOTT LABORATORIES
Shares106.5K
Event2026-03-31
Filed2026-04-28
SPY
-14.50%STATE STR SPDR S&P 500 ETF T
Shares16.8K
Event2026-03-31
Filed2026-04-28
VXUS
-7.40%VANGUARD STAR FDS
Shares139.8K
Event2026-03-31
Filed2026-04-28
FNDE
-2.90%SCHWAB STRATEGIC TR
Shares273.1K
Event2026-03-31
Filed2026-04-28
JNJ
-3.54%JOHNSON & JOHNSON
Shares41.9K
Event2026-03-31
Filed2026-04-28
ISRG
-4.68%INTUITIVE SURGICAL INC
Shares22.2K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
-0.68%INVESCO QQQ TR
Shares17.5K
Event2026-03-31
Filed2026-04-28
AJG
-5.27%GALLAGHER ARTHUR J & CO
Shares45.0K
Event2026-03-31
Filed2026-04-28
VRTX
-3.50%VERTEX PHARMACEUTICALS INC
Shares21.6K
Event2026-03-31
Filed2026-04-28
WTW
-3.54%WILLIS TOWERS WATSON PLC LTD
Shares33.1K
Event2026-03-31
Filed2026-04-28
XYL
-4.67%XYLEM INC
Shares80.3K
Event2026-03-31
Filed2026-04-28
IQV
-3.87%IQVIA HLDGS INC
Shares54.8K
Event2026-03-31
Filed2026-04-28
IVW
2.12%ISHARES TR
Shares82.2K
Event2026-03-31
Filed2026-04-28
ABBV
-0.50%ABBVIE INC
Shares41.1K
Event2026-03-31
Filed2026-04-28
CRM
0.37%SALESFORCE INC
Shares47.7K
Event2026-03-31
Filed2026-04-28
TRGP
0.06%TARGA RES CORP
Shares34.8K
Event2026-03-31
Filed2026-04-28
VNQI
33.30%VANGUARD INTL EQUITY INDEX F
Shares193.6K
Event2026-03-31
Filed2026-04-28
SCHF
-1.88%SCHWAB STRATEGIC TR
Shares336.5K
Event2026-03-31
Filed2026-04-28
VSS
-2.40%VANGUARD INTL EQUITY INDEX F
Shares57.0K
Event2026-03-31
Filed2026-04-28
ACCENTURE PLC IRELAND
-5.24%ACCENTURE PLC IRELAND
Shares41.8K
Event2026-03-31
Filed2026-04-28
VB
-4.78%VANGUARD INDEX FDS
Shares31.2K
Event2026-03-31
Filed2026-04-28
SCHV
-3.42%SCHWAB STRATEGIC TR
Shares267.8K
Event2026-03-31
Filed2026-04-28
VOE
-7.71%VANGUARD INDEX FDS
Shares43.1K
Event2026-03-31
Filed2026-04-28
KLAC
1.84%KLA CORP
Shares5.4K
Event2026-03-31
Filed2026-04-28
IVE
-1.88%ISHARES TR
Shares37.4K
Event2026-03-31
Filed2026-04-28
VGLT
-0.28%VANGUARD SCOTTSDALE FDS
Shares141.1K
Event2026-03-31
Filed2026-04-28
SCHG
5.05%SCHWAB STRATEGIC TR
Shares266.2K
Event2026-03-31
Filed2026-04-28
IJH
2.97%ISHARES TR
Shares114.7K
Event2026-03-31
Filed2026-04-28
BSX
4791.70%BOSTON SCIENTIFIC CORP
Shares123.1K
Event2026-03-31
Filed2026-04-28
TSLA
0.36%TESLA INC
Shares20.7K
Event2026-03-31
Filed2026-04-28
ATMP
-0.81%BARCLAYS BANK PLC
Shares220.6K
Event2026-03-31
Filed2026-04-28
DFUV
-3.52%DIMENSIONAL ETF TRUST
Shares154.7K
Event2026-03-31
Filed2026-04-28
PAYX
7.25%PAYCHEX INC
Shares78.4K
Event2026-03-31
Filed2026-04-28
ONMD
129.85%ONEMEDNET CORP
Shares8.4M
Event2026-03-31
Filed2026-04-28
MUB
6.72%ISHARES TR
Shares65.1K
Event2026-03-31
Filed2026-04-28
IDEV
-0.87%ISHARES TR
Shares80.6K
Event2026-03-31
Filed2026-04-28
FNDA
-0.67%SCHWAB STRATEGIC TR
Shares204.7K
Event2026-03-31
Filed2026-04-28
UNH
1.32%UNITEDHEALTH GROUP INC
Shares24.4K
Event2026-03-31
Filed2026-04-28
UNP
-5.13%UNION PAC CORP
Shares27.0K
Event2026-03-31
Filed2026-04-28
BDX
5.56%BECTON DICKINSON & CO
Shares41.4K
Event2026-03-31
Filed2026-04-28
NEAR
5.29%ISHARES U S ETF TR
Shares126.3K
Event2026-03-31
Filed2026-04-28
LQD
5.30%ISHARES TR
Shares58.8K
Event2026-03-31
Filed2026-04-28
SHEL
3.63%SHELL PLC
Shares68.0K
Event2026-03-31
Filed2026-04-28
COOPER COS INC
-4.66%COOPER COS INC
Shares88.0K
Event2026-03-31
Filed2026-04-28
AMGN
6.60%AMGEN INC
Shares17.4K
Event2026-03-31
Filed2026-04-28
HYS
7.37%PIMCO ETF TR
Shares64.4K
Event2026-03-31
Filed2026-04-28
PZA
1033.11%INVESCO EXCH TRADED FD TR II
Shares260.4K
Event2026-03-31
Filed2026-04-28
MTUM
-7.05%ISHARES TR
Shares24.3K
Event2026-03-31
Filed2026-04-28
XOM
3.21%EXXON MOBIL CORP
Shares34.2K
Event2026-03-31
Filed2026-04-28
TNGY
0.67%TORTOISE CAPITAL SERIES TRUS
Shares553.7K
Event2026-03-31
Filed2026-04-28
ADBE
9.39%ADOBE INC
Shares23.3K
Event2026-03-31
Filed2026-04-28
KO
-0.58%COCA COLA CO
Shares74.5K
Event2026-03-31
Filed2026-04-28
EMXC
-3.37%ISHARES INC
Shares71.4K
Event2026-03-31
Filed2026-04-28
WM
-2.77%WASTE MGMT INC DEL
Shares24.3K
Event2026-03-31
Filed2026-04-28
EQT CORP
NewEQT CORP
Shares87.2K
Event2026-03-31
Filed2026-04-28
SU
-0.07%SUNCOR ENERGY INC NEW
Shares81.3K
Event2026-03-31
Filed2026-04-28
EMR
-2.24%EMERSON ELEC CO
Shares40.1K
Event2026-03-31
Filed2026-04-28
PFF
0.73%ISHARES TR
Shares170.5K
Event2026-03-31
Filed2026-04-28
FNDX
-4.85%SCHWAB STRATEGIC TR
Shares184.7K
Event2026-03-31
Filed2026-04-28
ABNB
-4.19%AIRBNB INC
Shares40.5K
Event2026-03-31
Filed2026-04-28
WMB
-0.15%WILLIAMS COS INC
Shares68.1K
Event2026-03-31
Filed2026-04-28
DFUS
-6.10%DIMENSIONAL ETF TRUST
Shares69.5K
Event2026-03-31
Filed2026-04-28
FDLO
-3.75%FIDELITY COVINGTON TRUST
Shares76.3K
Event2026-03-31
Filed2026-04-28
MU
481.31%MICRON TECHNOLOGY INC
Shares14.5K
Event2026-03-31
Filed2026-04-28
IAGG
-6.88%ISHARES TR
Shares97.2K
Event2026-03-31
Filed2026-04-28
BAC
132.12%BANK AMERICA CORP
Shares99.4K
Event2026-03-31
Filed2026-04-28
OKE
2.28%ONEOK INC NEW
Shares52.7K
Event2026-03-31
Filed2026-04-28
FBTC
-21.83%FIDELITY WISE ORIGIN BITCOIN
Shares80.1K
Event2026-03-31
Filed2026-04-28
TJX
-1.49%TJX COS INC NEW
Shares29.5K
Event2026-03-31
Filed2026-04-28
APH
1058.19%AMPHENOL CORP
Shares37.1K
Event2026-03-31
Filed2026-04-28
SPEM
-1.52%SPDR INDEX SHS FDS
Shares95.9K
Event2026-03-31
Filed2026-04-28
VTEB
3.12%VANGUARD MUN BD FDS
Shares90.1K
Event2026-03-31
Filed2026-04-28
AEP
-0.94%AMERICAN ELEC PWR CO INC
Shares34.0K
Event2026-03-31
Filed2026-04-28
SCHP
-1.50%SCHWAB STRATEGIC TR
Shares166.8K
Event2026-03-31
Filed2026-04-28
BNDX
3.09%VANGUARD CHARLOTTE FDS
Shares92.1K
Event2026-03-31
Filed2026-04-28
CACI
-53.49%CACI INTL INC
Shares8.1K
Event2026-03-31
Filed2026-04-28
PEP
-1.70%PEPSICO INC
Shares28.1K
Event2026-03-31
Filed2026-04-28
XLU
-1.82%SELECT SECTOR SPDR TR
Shares93.8K
Event2026-03-31
Filed2026-04-28
FI
22.53%FISERV INC
Shares76.2K
Event2026-03-31
Filed2026-04-28
PH
-3.12%PARKER-HANNIFIN CORP
Shares4.6K
Event2026-03-31
Filed2026-04-28
LOW
-5.22%LOWES COS INC
Shares17.4K
Event2026-03-31
Filed2026-04-28
WMT
19.66%WALMART INC
Shares32.6K
Event2026-03-31
Filed2026-04-28
J P MORGAN EXCHANGE TRADED F
9.53%J P MORGAN EXCHANGE TRADED F
Shares58.2K
Event2026-03-31
Filed2026-04-28
PSX
-2.01%PHILLIPS 66
Shares22.0K
Event2026-03-31
Filed2026-04-28
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares20.2K
Event2026-03-31
Filed2026-04-28
IWF
-1.58%ISHARES TR
Shares9.2K
Event2026-03-31
Filed2026-04-28
SNY
11.02%SANOFI SA
Shares81.4K
Event2026-03-31
Filed2026-04-28
MMC
-3.59%MARSH & MCLENNAN COS INC
Shares22.6K
Event2026-03-31
Filed2026-04-28
MUFG
10.61%MITSUBISHI UFJ FINANCIAL GRO
Shares229.9K
Event2026-03-31
Filed2026-04-28
RTX
52.54%RTX CORPORATION
Shares19.9K
Event2026-03-31
Filed2026-04-28
FTSL
4.12%FIRST TR EXCHANGE-TRADED FD
Shares84.7K
Event2026-03-31
Filed2026-04-28
SCHX
3.60%SCHWAB STRATEGIC TR
Shares146.8K
Event2026-03-31
Filed2026-04-28
UNILEVER PLC
6.34%UNILEVER PLC
Shares65.3K
Event2026-03-31
Filed2026-04-28
CAT
2.90%CATERPILLAR INC
Shares5.1K
Event2026-03-31
Filed2026-04-28
DFAX
-8.26%DIMENSIONAL ETF TRUST
Shares105.7K
Event2026-03-31
Filed2026-04-28
EPD
-1.41%ENTERPRISE PRODS PARTNERS L
Shares94.5K
Event2026-03-31
Filed2026-04-28
DHR
-1.22%DANAHER CORP DEL
Shares18.6K
Event2026-03-31
Filed2026-04-28
TIP
2.11%ISHARES TR
Shares31.0K
Event2026-03-31
Filed2026-04-28
AON PLC
5.10%AON PLC
Shares10.5K
Event2026-03-31
Filed2026-04-28
CB
-5.07%CHUBB LTD SWITZ
Shares10.1K
Event2026-03-31
Filed2026-04-28
PSA
-1.87%PUBLIC STORAGE OPER CO
Shares11.9K
Event2026-03-31
Filed2026-04-28
MCD
-1.40%MCDONALDS CORP
Shares10.3K
Event2026-03-31
Filed2026-04-28
NOC
-0.13%NORTHROP GRUMMAN CORP
Shares4.7K
Event2026-03-31
Filed2026-04-28
SSNC
-3.46%SS&C TECH HLDGS
Shares46.9K
Event2026-03-31
Filed2026-04-28
VIOV
1.29%VANGUARD ADMIRAL FDS INC
Shares30.9K
Event2026-03-31
Filed2026-04-28
PG
4.22%PROCTER & GAMBLE CO
Shares21.5K
Event2026-03-31
Filed2026-04-28
SUB
-3.18%ISHARES TR
Shares28.9K
Event2026-03-31
Filed2026-04-28
ALLE
4.75%ALLEGION PLC
Shares21.1K
Event2026-03-31
Filed2026-04-28
VZ
2.04%VERIZON COMMUNICATIONS INC
Shares60.7K
Event2026-03-31
Filed2026-04-28
GSK PLC
7.26%GSK PLC
Shares55.2K
Event2026-03-31
Filed2026-04-28
VIG
7.61%VANGUARD SPECIALIZED FUNDS
Shares14.0K
Event2026-03-31
Filed2026-04-28
ORCL
-15.38%ORACLE CORP
Shares20.5K
Event2026-03-31
Filed2026-04-28
AMAT
-5.39%APPLIED MATLS INC
Shares8.7K
Event2026-03-31
Filed2026-04-28
SAP
38.42%SAP SE
Shares17.2K
Event2026-03-31
Filed2026-04-28
TRU
-2.61%TRANSUNION
Shares41.6K
Event2026-03-31
Filed2026-04-28
BLACKROCK INC
2.88%BLACKROCK INC
Shares2.9K
Event2026-03-31
Filed2026-04-28
CVS
-7.75%CVS HEALTH CORP
Shares38.2K
Event2026-03-31
Filed2026-04-28
ENB
3.24%ENBRIDGE INC
Shares50.4K
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS CORP
-2.63%GENERAL DYNAMICS CORP
Shares7.8K
Event2026-03-31
Filed2026-04-28
COP
-1.70%CONOCOPHILLIPS
Shares20.2K
Event2026-03-31
Filed2026-04-28
CCEP
-3.92%COCA-COLA EUROPACIFIC PARTNE
Shares29.1K
Event2026-03-31
Filed2026-04-28
HSBC
10.52%HSBC HLDGS PLC
Shares31.9K
Event2026-03-31
Filed2026-04-28
MERCK & CO INC
-13.38%MERCK & CO INC
Shares21.4K
Event2026-03-31
Filed2026-04-28
IWM
-13.84%ISHARES TR
Shares10.3K
Event2026-03-31
Filed2026-04-28
EUFN
NewISHARES TR
Shares71.3K
Event2026-03-31
Filed2026-04-28
PLTR
-3.80%PALANTIR TECHNOLOGIES INC
Shares16.3K
Event2026-03-31
Filed2026-04-28
DE
-4.86%DEERE & CO
Shares4.2K
Event2026-03-31
Filed2026-04-28
XCEM
-3.80%COLUMBIA ETF TR II
Shares57.3K
Event2026-03-31
Filed2026-04-28
FDX
2.12%FEDEX CORP
Shares6.5K
Event2026-03-31
Filed2026-04-28
PFE
1.33%PFIZER INC
Shares81.9K
Event2026-03-31
Filed2026-04-28
DFAC
-8.26%DIMENSIONAL ETF TRUST
Shares58.7K
Event2026-03-31
Filed2026-04-28
ING
9.07%ING GROEP N.V.
Shares87.1K
Event2026-03-31
Filed2026-04-28
ORLY
133.36%OREILLY AUTOMOTIVE INC
Shares24.6K
Event2026-03-31
Filed2026-04-28
SEIV
3.22%SEI EXCHANGE TRADED FUNDS
Shares53.2K
Event2026-03-31
Filed2026-04-28
DFAS
16.16%DIMENSIONAL ETF TRUST
Shares30.8K
Event2026-03-31
Filed2026-04-28
SEIM
3.38%SEI EXCHANGE TRADED FUNDS
Shares47.8K
Event2026-03-31
Filed2026-04-28
MCHP
-0.14%MICROCHIP TECHNOLOGY INC.
Shares33.2K
Event2026-03-31
Filed2026-04-28
HLN
7.39%HALEON PLC
Shares213.9K
Event2026-03-31
Filed2026-04-28
QUAL
-0.15%ISHARES TR
Shares11.1K
Event2026-03-31
Filed2026-04-28
SCHY
-9.86%SCHWAB STRATEGIC TR
Shares66.5K
Event2026-03-31
Filed2026-04-28
LH
-3.57%LABCORP HOLDINGS INC
Shares7.9K
Event2026-03-31
Filed2026-04-28
ALC
9.36%ALCON AG
Shares27.6K
Event2026-03-31
Filed2026-04-28
HD
4.56%HOME DEPOT INC
Shares6.1K
Event2026-03-31
Filed2026-04-28
VEU
-7.77%VANGUARD INTL EQUITY INDEX F
Shares26.7K
Event2026-03-31
Filed2026-04-28
FCN
-1.07%FTI CONSULTING INC
Shares11.3K
Event2026-03-31
Filed2026-04-28
IBM
5.11%INTERNATIONAL BUSINESS MACHS
Shares8.3K
Event2026-03-31
Filed2026-04-28
UPS
3.04%UNITED PARCEL SVCS INC
Shares20.4K
Event2026-03-31
Filed2026-04-28
XLK
-8.08%SELECT SECTOR SPDR TR
Shares15.0K
Event2026-03-31
Filed2026-04-28
KDP
0.21%KEURIG DR PEPPER INC
Shares74.2K
Event2026-03-31
Filed2026-04-28
DFIP
2.49%DIMENSIONAL ETF TRUST
Shares45.7K
Event2026-03-31
Filed2026-04-28
ET
3.24%ENERGY TRANSFER L P
Shares98.1K
Event2026-03-31
Filed2026-04-28
SPYM
0.33%SPDR SERIES TRUST
Shares24.3K
Event2026-03-31
Filed2026-04-28
VRSN
2.84%VERISIGN INC
Shares7.5K
Event2026-03-31
Filed2026-04-28
RTO
10.43%RENTOKIL INITIAL PLC
Shares58.9K
Event2026-03-31
Filed2026-04-28
DGRO
1.65%ISHARES TR
Shares26.3K
Event2026-03-31
Filed2026-04-28
T
-0.19%AT&T INC
Shares61.4K
Event2026-03-31
Filed2026-04-28
PWR
-1.83%QUANTA SVCS INC
Shares3.2K
Event2026-03-31
Filed2026-04-28
THE CIGNA GROUP
4.56%THE CIGNA GROUP
Shares6.6K
Event2026-03-31
Filed2026-04-28
DUKE ENERGY CORP NEW
-3.59%DUKE ENERGY CORP NEW
Shares13.2K
Event2026-03-31
Filed2026-04-28
CANADIAN PACIFIC KANSAS CITY
16.84%CANADIAN PACIFIC KANSAS CITY
Shares21.9K
Event2026-03-31
Filed2026-04-28
REET
-3.73%ISHARES TR
Shares67.6K
Event2026-03-31
Filed2026-04-28
SCHA
-3.28%SCHWAB STRATEGIC TR
Shares56.4K
Event2026-03-31
Filed2026-04-28
CTRA
-0.87%COTERRA ENERGY INC
Shares46.3K
Event2026-03-31
Filed2026-04-28
SPHY
4.06%SPDR SERIES TRUST
Shares69.7K
Event2026-03-31
Filed2026-04-28
GEV
1.69%GE VERNOVA INC
Shares1.8K
Event2026-03-31
Filed2026-04-28
WFC
0.97%WELLS FARGO & CO
Shares19.8K
Event2026-03-31
Filed2026-04-28
MO
-13.73%ALTRIA GROUP INC
Shares23.3K
Event2026-03-31
Filed2026-04-28
EFA
22.00%ISHARES TR
Shares15.6K
Event2026-03-31
Filed2026-04-28
MEOH
-44.24%METHANEX CORP
Shares25.5K
Event2026-03-31
Filed2026-04-28
USB
-2.20%US BANCORP
Shares29.0K
Event2026-03-31
Filed2026-04-28
GEHC
-80.88%GE HEALTHCARE TECHNOLOGIES I
Shares20.8K
Event2026-03-31
Filed2026-04-28
MPLX
0.73%MPLX LP
Shares25.7K
Event2026-03-31
Filed2026-04-28
IJR
8.23%ISHARES TR
Shares11.8K
Event2026-03-31
Filed2026-04-28
LULU
17.75%LULULEMON ATHLETICA INC
Shares9.5K
Event2026-03-31
Filed2026-04-28
SONY
NewSONY GROUP CORP
Shares68.5K
Event2026-03-31
Filed2026-04-28
SHW
-2.52%SHERWIN WILLIAMS CO
Shares4.4K
Event2026-03-31
Filed2026-04-28
IWD
-0.15%ISHARES TR
Shares6.6K
Event2026-03-31
Filed2026-04-28
VLO
63.64%VALERO ENERGY CORP
Shares5.4K
Event2026-03-31
Filed2026-04-28
SUNBELT RENTALS HOLDINGS INC
NewSUNBELT RENTALS HOLDINGS INC
Shares20.6K
Event2026-03-31
Filed2026-04-28
EWH
9.62%ISHARES INC
Shares57.9K
Event2026-03-31
Filed2026-04-28
NVO
18.39%NOVO-NORDISK A S
Shares36.3K
Event2026-03-31
Filed2026-04-28
IWN
-6.92%ISHARES TR
Shares7.0K
Event2026-03-31
Filed2026-04-28
MRGR
7.00%PROSHARES TR
Shares29.1K
Event2026-03-31
Filed2026-04-28
ADI
0.46%ANALOG DEVICES INC
Shares4.1K
Event2026-03-31
Filed2026-04-28
HDB
7.69%HDFC BANK LTD
Shares52.3K
Event2026-03-31
Filed2026-04-28
CTSH
-3.33%COGNIZANT TECHNOLOGY SOLUTIO
Shares21.1K
Event2026-03-31
Filed2026-04-28
USRT
-5.98%ISHARES TR
Shares21.8K
Event2026-03-31
Filed2026-04-28
BMY
0.08%BRISTOL-MYERS SQUIBB CO
Shares21.3K
Event2026-03-31
Filed2026-04-28
CHKP
NewCHECK POINT SOFTWARE TECH LT
Shares9.0K
Event2026-03-31
Filed2026-04-28
NEE
0.12%NEXTERA ENERGY INC
Shares13.8K
Event2026-03-31
Filed2026-04-28
IBIT
474.57%ISHARES BITCOIN TRUST ETF
Shares32.7K
Event2026-03-31
Filed2026-04-28
HYD
6.54%VANECK ETF TRUST
Shares25.0K
Event2026-03-31
Filed2026-04-28
CAH
1.03%CARDINAL HEALTH INC
Shares5.8K
Event2026-03-31
Filed2026-04-28
VTIP
-36.26%VANGUARD MALVERN FDS
Shares24.3K
Event2026-03-31
Filed2026-04-28
TDG
NewTRANSDIGM GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-04-28
CL
2.32%COLGATE PALMOLIVE CO
Shares13.8K
Event2026-03-31
Filed2026-04-28
VTI
-54.02%VANGUARD INDEX FDS
Shares3.6K
Event2026-03-31
Filed2026-04-28
MORN
NewMORNINGSTAR INC
Shares6.7K
Event2026-03-31
Filed2026-04-28
INTC
-13.53%INTEL CORP
Shares25.5K
Event2026-03-31
Filed2026-04-28
GLPI
3.58%GAMING & LEISURE P
Shares25.3K
Event2026-03-31
Filed2026-04-28
HUM
1.10%HUMANA INC
Shares6.5K
Event2026-03-31
Filed2026-04-28
VV
-5.26%VANGUARD INDEX FDS
Shares3.7K
Event2026-03-31
Filed2026-04-28
PAA
21.45%PLAINS ALL AMERN PIPELINE L
Shares50.0K
Event2026-03-31
Filed2026-04-28
CBOE
-24.35%CBOE GLOBAL MKTS INC
Shares4.0K
Event2026-03-31
Filed2026-04-28
GE AEROSPACE
7.38%GE AEROSPACE
Shares3.9K
Event2026-03-31
Filed2026-04-28
GS
-14.70%GOLDMAN SACHS GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-04-28
XLI
-4.74%SELECT SECTOR SPDR TR
Shares6.7K
Event2026-03-31
Filed2026-04-28
AFL
-5.07%AFLAC INC
Shares9.7K
Event2026-03-31
Filed2026-04-28
SEIQ
9.68%SEI EXCHANGE TRADED FUNDS
Shares29.1K
Event2026-03-31
Filed2026-04-28
KMI
6.38%KINDER MORGAN INC DEL
Shares31.5K
Event2026-03-31
Filed2026-04-28
ITW
-4.03%ILLINOIS TOOL WKS INC
Shares4.0K
Event2026-03-31
Filed2026-04-28
SPDW
-5.18%SPDR INDEX SHS FDS
Shares22.3K
Event2026-03-31
Filed2026-04-28
VWOB
4.51%VANGUARD WHITEHALL FDS
Shares15.2K
Event2026-03-31
Filed2026-04-28
LAM RESEARCH CORP
-1.77%LAM RESEARCH CORP
Shares4.7K
Event2026-03-31
Filed2026-04-28
SCHW
191.84%SCHWAB CHARLES CORP
Shares10.6K
Event2026-03-31
Filed2026-04-28
GPN
1.42%GLOBAL PMTS INC
Shares14.7K
Event2026-03-31
Filed2026-04-28
MARVELL TECHNOLOGY INC
-7.35%MARVELL TECHNOLOGY INC
Shares10.0K
Event2026-03-31
Filed2026-04-28
GSEW
0.00%GOLDMAN SACHS ETF TR
Shares11.6K
Event2026-03-31
Filed2026-04-28
IEF
8.12%ISHARES TR
Shares10.3K
Event2026-03-31
Filed2026-04-28
DFAU
0.23%DIMENSIONAL ETF TRUST
Shares21.6K
Event2026-03-31
Filed2026-04-28
ROST
-17.56%ROSS STORES INC
Shares4.5K
Event2026-03-31
Filed2026-04-28
D
-0.36%DOMINION ENERGY INC
Shares15.5K
Event2026-03-31
Filed2026-04-28
PM
-4.92%PHILIP MORRIS INTL INC
Shares5.8K
Event2026-03-31
Filed2026-04-28
VRT
5.28%VERTIV HOLDINGS CO
Shares3.8K
Event2026-03-31
Filed2026-04-28
CROWN CASTLE INC
0.33%CROWN CASTLE INC
Shares11.7K
Event2026-03-31
Filed2026-04-28
EMLC
4.30%VANECK ETF TRUST
Shares37.7K
Event2026-03-31
Filed2026-04-28
HYMB
-0.29%SPDR SERIES TRUST
Shares37.9K
Event2026-03-31
Filed2026-04-28
NSC
0.00%NORFOLK SOUTHN CORP
Shares3.2K
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
3.98%CITIGROUP INC
Shares8.1K
Event2026-03-31
Filed2026-04-28
SPYG
-0.12%SPDR SERIES TRUST
Shares9.3K
Event2026-03-31
Filed2026-04-28
OGS
-17.98%ONE GAS INC
Shares10.4K
Event2026-03-31
Filed2026-04-28
SCHO
-0.19%SCHWAB STRATEGIC TR
Shares36.7K
Event2026-03-31
Filed2026-04-28
AMD
-3.15%ADVANCED MICRO DEVICES INC
Shares4.4K
Event2026-03-31
Filed2026-04-28
BA
5.27%BOEING CO
Shares4.5K
Event2026-03-31
Filed2026-04-28
USMV
6.10%ISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-04-28
IBOC
-9.57%INTERNATIONAL BANCSHARES COR
Shares13.1K
Event2026-03-31
Filed2026-04-28
EOG
-4.83%EOG RES INC
Shares6.0K
Event2026-03-31
Filed2026-04-28
EMB
2.89%ISHARES TR
Shares9.3K
Event2026-03-31
Filed2026-04-28
SOXX
3.07%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-28
BCI
24.55%ABRDN ETFS
Shares35.2K
Event2026-03-31
Filed2026-04-28
AMT
-32.91%AMERICAN TOWER CORP
Shares4.9K
Event2026-03-31
Filed2026-04-28
ITA
0.81%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-04-28
SO
-0.59%SOUTHERN CO
Shares8.7K
Event2026-03-31
Filed2026-04-28
ARMK
-3.75%ARAMARK
Shares20.6K
Event2026-03-31
Filed2026-04-28
XLV
-2.01%SELECT SECTOR SPDR TR
Shares5.7K
Event2026-03-31
Filed2026-04-28
DECK
-3.45%DECKERS OUTDOOR CORP
Shares8.1K
Event2026-03-31
Filed2026-04-28
PANW
-38.18%PALO ALTO NETWORKS INC
Shares5.1K
Event2026-03-31
Filed2026-04-28
VRSK
-3.65%VERISK ANALYTICS INC
Shares4.3K
Event2026-03-31
Filed2026-04-28
XLY
4.52%SELECT SECTOR SPDR TR
Shares7.3K
Event2026-03-31
Filed2026-04-28
SBR
0.00%SABINE RTY TR
Shares10.4K
Event2026-03-31
Filed2026-04-28
EQR
0.97%EQUITY RESIDENTIAL
Shares13.1K
Event2026-03-31
Filed2026-04-28
IHI
30.81%ISHARES TR
Shares14.2K
Event2026-03-31
Filed2026-04-28
FNDB
-1.85%SCHWAB STRATEGIC TR
Shares27.5K
Event2026-03-31
Filed2026-04-28
APD
1.86%AIR PRODUCTS AND CHEMICALS I
Shares2.6K
Event2026-03-31
Filed2026-04-28
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares1.2K
Event2026-03-31
Filed2026-04-28
PTY
-2.41%PIMCO CORPORATE & INCOME OPP
Shares61.0K
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC
-93.92%MEDTRONIC PLC
Shares8.5K
Event2026-03-31
Filed2026-04-28
DFCF
0.25%DIMENSIONAL ETF TRUST
Shares17.4K
Event2026-03-31
Filed2026-04-28
VMC
-2.99%VULCAN MATLS CO
Shares2.7K
Event2026-03-31
Filed2026-04-28
SPG
NewSIMON PPTY GROUP INC NEW
Shares3.9K
Event2026-03-31
Filed2026-04-28
GIS
1.98%GENERAL MILLS INC
Shares19.5K
Event2026-03-31
Filed2026-04-28
BTCI
NewNEOS ETF TRUST
Shares22.1K
Event2026-03-31
Filed2026-04-28
LNG
-4.40%CHENIERE ENERGY INC
Shares2.5K
Event2026-03-31
Filed2026-04-28
ED
-2.08%CONSOLIDATED EDISON INC
Shares6.3K
Event2026-03-31
Filed2026-04-28
WMS
59.54%ADVANCED DRAIN SYS INC DEL
Shares5.1K
Event2026-03-31
Filed2026-04-28
DON
-0.66%WISDOMTREE TR
Shares13.3K
Event2026-03-31
Filed2026-04-28
SPYV
-0.03%SPDR SERIES TRUST
Shares12.2K
Event2026-03-31
Filed2026-04-28
SRLN
-14.61%SSGA ACTIVE ETF TR
Shares17.2K
Event2026-03-31
Filed2026-04-28
SPOT
NewSPOTIFY TECHNOLOGY S A
Shares1.4K
Event2026-03-31
Filed2026-04-28
MS
2.68%MORGAN STANLEY
Shares4.2K
Event2026-03-31
Filed2026-04-28
XLF
-2.20%SELECT SECTOR SPDR TR
Shares13.9K
Event2026-03-31
Filed2026-04-28
CGXU
13.09%CAPITAL GROUP INTL FOCUS EQT
Shares23.2K
Event2026-03-31
Filed2026-04-28
SLV
15.78%ISHARES SILVER TR
Shares9.9K
Event2026-03-31
Filed2026-04-28
STOT
-40.74%SSGA ACTIVE TR
Shares14.2K
Event2026-03-31
Filed2026-04-28
LMT
23.22%LOCKHEED MARTIN CORP
Shares1.1K
Event2026-03-31
Filed2026-04-28
SDY
202.44%SPDR SERIES TRUST
Shares4.6K
Event2026-03-31
Filed2026-04-28
CGDG
24.56%CAPITAL GROUP DIVIDEND GROWE
Shares18.5K
Event2026-03-31
Filed2026-04-28
PAAA
NewPGIM ETF TR
Shares12.9K
Event2026-03-31
Filed2026-04-28
DFSE
12.26%DIMENSIONAL ETF TRUST
Shares15.5K
Event2026-03-31
Filed2026-04-28
FIRST CTZNS BANCSHARES INC D
-7.71%FIRST CTZNS BANCSHARES INC D
Shares347
Event2026-03-31
Filed2026-04-28
PYPL
-0.26%PAYPAL HLDGS INC
Shares14.3K
Event2026-03-31
Filed2026-04-28
AKAM
NewAKAMAI TECHNOLOGIES INC
Shares5.6K
Event2026-03-31
Filed2026-04-28
CGGO
15.52%CAPITAL GROUP GBL GROWTH EQT
Shares19.1K
Event2026-03-31
Filed2026-04-28
IJT
-11.06%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-04-28
INVX
-11.45%INNOVEX INTERNATIONAL INC
Shares25.5K
Event2026-03-31
Filed2026-04-28
MBB
4.49%ISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-04-28
CGCB
15.74%CAPITAL GRP FIXED INCM ETF T
Shares23.3K
Event2026-03-31
Filed2026-04-28
IXN
NewISHARES TR
Shares6.1K
Event2026-03-31
Filed2026-04-28
DINO
-3.58%HF SINCLAIR CORP
Shares9.8K
Event2026-03-31
Filed2026-04-28
GILD
-0.21%GILEAD SCIENCES INC
Shares4.3K
Event2026-03-31
Filed2026-04-28
FXE
0.00%INVESCO CURRENCYSHARES EURO
Shares5.6K
Event2026-03-31
Filed2026-04-28
FCX
0.16%FREEPORT MCMORAN INC
Shares10.1K
Event2026-03-31
Filed2026-04-28
LINDE PLC
2.78%LINDE PLC
Shares1.2K
Event2026-03-31
Filed2026-04-28
GM
6.96%GENERAL MTRS CO
Shares7.8K
Event2026-03-31
Filed2026-04-28
SHV
0.42%ISHARES TR
Shares5.3K
Event2026-03-31
Filed2026-04-28
HACK
2.83%AMPLIFY ETF TR
Shares7.7K
Event2026-03-31
Filed2026-04-28
STZ
6.28%CONSTELLATION BRANDS INC
Shares3.8K
Event2026-03-31
Filed2026-04-28
WAT
12.02%WATERS CORP
Shares1.9K
Event2026-03-31
Filed2026-04-28
JBHT
0.93%HUNT J B TRANS SVCS INC
Shares2.6K
Event2026-03-31
Filed2026-04-28
QSR
2.23%RESTAURANT BRANDS INTL INC
Shares7.4K
Event2026-03-31
Filed2026-04-28
VEEV
NewVEEVA SYS INC
Shares3.1K
Event2026-03-31
Filed2026-04-28
DFNM
6.26%DIMENSIONAL ETF TRUST
Shares11.4K
Event2026-03-31
Filed2026-04-28
NKE
-86.32%NIKE INC
Shares10.3K
Event2026-03-31
Filed2026-04-28
DIS
-4.90%DISNEY WALT CO
Shares5.6K
Event2026-03-31
Filed2026-04-28
USIG
5.44%ISHARES TR
Shares10.6K
Event2026-03-31
Filed2026-04-28
EIX
-2.51%EDISON INTL
Shares7.4K
Event2026-03-31
Filed2026-04-28
ELV
-5.76%ELEVANCE HEALTH INC FORMERLY
Shares1.8K
Event2026-03-31
Filed2026-04-28
LDOS
-5.48%LEIDOS HOLDINGS INC
Shares3.4K
Event2026-03-31
Filed2026-04-28
STM
NewSTMICROELECTRONICS N V
Shares15.4K
Event2026-03-31
Filed2026-04-28
INTU
19.01%INTUIT
Shares1.2K
Event2026-03-31
Filed2026-04-28
XLE
59.58%SELECT SECTOR SPDR TR
Shares8.5K
Event2026-03-31
Filed2026-04-28
SPSM
-0.01%SPDR SERIES TRUST
Shares10.6K
Event2026-03-31
Filed2026-04-28
SCHQ
0.31%SCHWAB STRATEGIC TR
Shares16.3K
Event2026-03-31
Filed2026-04-28
XT
3.28%ISHARES TR
Shares7.4K
Event2026-03-31
Filed2026-04-28
DVY
5.03%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-04-28
PPG
1.48%PPG INDS INC
Shares4.7K
Event2026-03-31
Filed2026-04-28
SKYY
2.93%FIRST TR EXCHANGE-TRADED FD
Shares4.6K
Event2026-03-31
Filed2026-04-28
IT
-91.64%GARTNER INC
Shares3.2K
Event2026-03-31
Filed2026-04-28
CGW
2.97%INVESCO EXCH TRADED FD TR II
Shares7.8K
Event2026-03-31
Filed2026-04-28
WPM
-2.27%WHEATON PRECIOUS METALS CORP
Shares3.8K
Event2026-03-31
Filed2026-04-28
NEM
2.32%NEWMONT CORP
Shares4.5K
Event2026-03-31
Filed2026-04-28
PGR
-3.39%PROGRESSIVE CORP
Shares2.5K
Event2026-03-31
Filed2026-04-28
NOK
NewNOKIA CORP
Shares60.8K
Event2026-03-31
Filed2026-04-28
TT
-8.97%TRANE TECHNOLOGIES PLC
Shares1.2K
Event2026-03-31
Filed2026-04-28
IWR
0.04%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-04-28
CRL
-2.63%CHARLES RIV LABS INTL INC
Shares2.8K
Event2026-03-31
Filed2026-04-28
IUSV
0.19%ISHARES TR
Shares4.7K
Event2026-03-31
Filed2026-04-28
FTEC
0.00%FIDELITY COVINGTON TRUST
Shares2.3K
Event2026-03-31
Filed2026-04-28
HYG
15.56%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-04-28
UBER
-47.84%UBER TECHNOLOGIES INC
Shares6.5K
Event2026-03-31
Filed2026-04-28
AXP
7.97%AMERICAN EXPRESS CO
Shares1.5K
Event2026-03-31
Filed2026-04-28
SNDK
NewSANDISK CORP
Shares733
Event2026-03-31
Filed2026-04-28
BK
-1.46%BANK NEW YORK MELLON CORP
Shares3.9K
Event2026-03-31
Filed2026-04-28
FENI
-3.28%FIDELITY COVINGTON TRUST
Shares12.4K
Event2026-03-31
Filed2026-04-28
FTNT
4.09%FORTINET INC
Shares5.7K
Event2026-03-31
Filed2026-04-28
ARISTA NETWORKS INC
-18.26%ARISTA NETWORKS INC
Shares3.8K
Event2026-03-31
Filed2026-04-28
FDN
13.08%FIRST TR EXCHANGE-TRADED FD
Shares2.0K
Event2026-03-31
Filed2026-04-28
VGK
0.00%VANGUARD INTL EQUITY INDEX F
Shares5.6K
Event2026-03-31
Filed2026-04-28
SPAB
-22.42%SPDR SERIES TRUST
Shares17.9K
Event2026-03-31
Filed2026-04-28
KAI
-27.48%KADANT INC
Shares1.5K
Event2026-03-31
Filed2026-04-28
CMCSA
10.37%COMCAST CORP NEW
Shares15.6K
Event2026-03-31
Filed2026-04-28
ISCF
0.00%ISHARES TR
Shares10.7K
Event2026-03-31
Filed2026-04-28
EA SERIES TRUST
NewEA SERIES TRUST
Shares18.1K
Event2026-03-31
Filed2026-04-28
RWR
0.00%SPDR SERIES TRUST
Shares4.4K
Event2026-03-31
Filed2026-04-28
DFSU
49.81%DIMENSIONAL ETF TRUST
Shares10.8K
Event2026-03-31
Filed2026-04-28
IWB
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-28
HBAN
-0.99%HUNTINGTON BANCSHARES INC
Shares28.2K
Event2026-03-31
Filed2026-04-28
SLB
-8.31%SLB LIMITED
Shares8.6K
Event2026-03-31
Filed2026-04-28
MMM
-18.25%3M CO
Shares3.0K
Event2026-03-31
Filed2026-04-28
SBIO
2.88%ALPS ETF TR
Shares8.3K
Event2026-03-31
Filed2026-04-28
CHRW
-0.19%C H ROBINSON WORLDWIDE IN
Shares2.6K
Event2026-03-31
Filed2026-04-28
BP
0.73%BP PLC
Shares9.2K
Event2026-03-31
Filed2026-04-28
FIX
3.67%COMFORT SYS USA INC
Shares311
Event2026-03-31
Filed2026-04-28
TFC
-8.45%TRUIST FINL CORP
Shares9.3K
Event2026-03-31
Filed2026-04-28
WDC
0.91%WESTERN DIGITAL CORP
Shares1.6K
Event2026-03-31
Filed2026-04-28
IWO
-3.87%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-28
BCE
3.65%BCE INC
Shares16.6K
Event2026-03-31
Filed2026-04-28
ACWV
0.90%ISHARES INC
Shares3.5K
Event2026-03-31
Filed2026-04-28
SCCO
-4.07%SOUTHERN COPPER CORP
Shares2.4K
Event2026-03-31
Filed2026-04-28
CARR
3.02%CARRIER GLOBAL CORPORATION
Shares7.3K
Event2026-03-31
Filed2026-04-28
QCOM
-40.02%QUALCOMM INC
Shares3.2K
Event2026-03-31
Filed2026-04-28
IGSB
0.04%ISHARES TR
Shares7.7K
Event2026-03-31
Filed2026-04-28
VGT
21.78%VANGUARD WORLD FD
Shares576
Event2026-03-31
Filed2026-04-28
FENY
0.00%FIDELITY COVINGTON TRUST
Shares11.8K
Event2026-03-31
Filed2026-04-28
CGUS
13.28%CAPITAL GROUP CORE EQUITY ET
Shares10.2K
Event2026-03-31
Filed2026-04-28
VONG
0.74%VANGUARD SCOTTSDALE FDS
Shares3.5K
Event2026-03-31
Filed2026-04-28
RACE
-1.03%FERRARI N V
Shares1.1K
Event2026-03-31
Filed2026-04-28
EQIX
NewEQUINIX INC
Shares384
Event2026-03-31
Filed2026-04-28
PEG
-13.83%PUBLIC SVC ENTERPRISE GROUP
Shares4.6K
Event2026-03-31
Filed2026-04-28
IBB
-2.76%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-04-28
TU
3.01%TELUS CORPORATION
Shares29.0K
Event2026-03-31
Filed2026-04-28
SCHE
-4.38%SCHWAB STRATEGIC TR
Shares11.2K
Event2026-03-31
Filed2026-04-28
IDXX
-3.26%IDEXX LABS INC
Shares652
Event2026-03-31
Filed2026-04-28
KMPR
0.17%KEMPER CORP
Shares11.8K
Event2026-03-31
Filed2026-04-28
COF
-27.71%CAPITAL ONE FINL CORP
Shares2.0K
Event2026-03-31
Filed2026-04-28
CGDV
31.30%CAPITAL GROUP DIVIDEND VALUE
Shares8.5K
Event2026-03-31
Filed2026-04-28
IWP
1.61%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-04-28
DVN
-3.40%DEVON ENERGY CORP NEW
Shares7.1K
Event2026-03-31
Filed2026-04-28
RH
9.57%RH
Shares2.5K
Event2026-03-31
Filed2026-04-28
VGIT
0.00%VANGUARD SCOTTSDALE FDS
Shares5.7K
Event2026-03-31
Filed2026-04-28
REGN
1.16%REGENERON PHARMACEUTICALS
Shares436
Event2026-03-31
Filed2026-04-28
EFAV
5.08%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-04-28
IUSG
0.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-04-28
F
2.30%FORD MTR CO
Shares28.9K
Event2026-03-31
Filed2026-04-28
EZU
NewISHARES INC
Shares5.3K
Event2026-03-31
Filed2026-04-28
CRWV
-0.37%COREWEAVE INC
Shares4.3K
Event2026-03-31
Filed2026-04-28
YOU
NewCLEAR SECURE INC
Shares6.7K
Event2026-03-31
Filed2026-04-28
OTIS
-13.16%OTIS WORLDWIDE CORP
Shares4.2K
Event2026-03-31
Filed2026-04-28
DES
-7.75%WISDOMTREE TR
Shares8.9K
Event2026-03-31
Filed2026-04-28
HCA
1.51%HCA HEALTHCARE INC
Shares673
Event2026-03-31
Filed2026-04-28
PHM
1.50%PULTE GROUP INC
Shares2.7K
Event2026-03-31
Filed2026-04-28
TMUS
5.24%T-MOBILE US INC
Shares1.5K
Event2026-03-31
Filed2026-04-28
CRWD
3.72%CROWDSTRIKE HLDGS INC
Shares809
Event2026-03-31
Filed2026-04-28
COEUR MNG INC
NewCOEUR MNG INC
Shares16.8K
Event2026-03-31
Filed2026-04-28
FSTA
17.26%FIDELITY COVINGTON TRUST
Shares6.0K
Event2026-03-31
Filed2026-04-28
EWL
0.00%ISHARES INC
Shares5.3K
Event2026-03-31
Filed2026-04-28
IDCC
1.48%INTERDIGITAL INC
Shares1.0K
Event2026-03-31
Filed2026-04-28
GLXY
18.79%GALAXY DIGITAL INC.
Shares16.8K
Event2026-03-31
Filed2026-04-28
MPC
-2.64%MARATHON PETE CORP
Shares1.3K
Event2026-03-31
Filed2026-04-28
ES
25.39%EVERSOURCE ENERGY
Shares4.3K
Event2026-03-31
Filed2026-04-28
BTCC
NewGRAYSCALE FUNDS TRUST
Shares19.3K
Event2026-03-31
Filed2026-04-28
TRV
17.35%TRAVELERS COMPANIES INC
Shares1.0K
Event2026-03-31
Filed2026-04-28
PCG
-10.04%PG&E CORP
Shares16.9K
Event2026-03-31
Filed2026-04-28
IJJ
-4.11%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-04-28
TXN
-80.20%TEXAS INSTRS INC
Shares1.5K
Event2026-03-31
Filed2026-04-28
CFG
-6.46%CITIZENS FINL GROUP INC
Shares4.9K
Event2026-03-31
Filed2026-04-28
FANG
1.93%DIAMONDBACK ENERGY INC
Shares1.5K
Event2026-03-31
Filed2026-04-28
TPL
NewTEXAS PACIFIC LAND CORPORATI
Shares611
Event2026-03-31
Filed2026-04-28
SBUX
-0.71%STARBUCKS CORP
Shares3.2K
Event2026-03-31
Filed2026-04-28
KR
7.34%KROGER CO
Shares4.0K
Event2026-03-31
Filed2026-04-28
DFSI
NewDIMENSIONAL ETF TRUST
Shares6.8K
Event2026-03-31
Filed2026-04-28
TMF
0.00%DIREXION SHARES ETF TRUST
Shares8.0K
Event2026-03-31
Filed2026-04-28
FELV
16.26%FIDELITY COVINGTON TRUST
Shares8.2K
Event2026-03-31
Filed2026-04-28
BE
NewBLOOM ENERGY CORP
Shares2.1K
Event2026-03-31
Filed2026-04-28
BHP
12.20%BHP BILLITON LIMITED
Shares3.8K
Event2026-03-31
Filed2026-04-28
ISHARES GOLD TR
NewISHARES GOLD TR
Shares3.2K
Event2026-03-31
Filed2026-04-28
BTI
6.89%BRITISH AMERN TOB PLC
Shares4.8K
Event2026-03-31
Filed2026-04-28
HAL
NewHALLIBURTON CO
Shares7.1K
Event2026-03-31
Filed2026-04-28
KAT
0.00%ADVISORS SER TR
Shares5.1K
Event2026-03-31
Filed2026-04-28
CMF
1.92%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-04-28
FTI
NewTECHNIPFMC PLC
Shares4.0K
Event2026-03-31
Filed2026-04-28
GAB
0.00%GABELLI EQUITY TR INC
Shares48.7K
Event2026-03-31
Filed2026-04-28
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