Sponsored

The Analysis of Family Legacy, Inc.'s Holdings & P&L

Currently, Family Legacy, Inc. holds 124 types of securities in its portfolio with a total value $332.9M. In the most recent quarter, they have increased their positions in UTES (+37.5K shares, valued at $3.0M), JMBS (+51.8K shares, valued at $2.3M), FNDF (+46.0K shares, valued at $2.2M); decreased their positions in XLB (-46.1K shares, valued at $2.3M), TSM (-4.1K shares, valued at $1.4M), N/A (-4.5K shares, valued at $1.3M); initiated new positions in UTES (+37.5K shares, valued at $3.0M), JMBS (+51.8K shares, valued at $2.3M), FNDF (+46.0K shares, valued at $2.2M).

1M P&L

+5.5M+1.74%

3M P&L

-8.8M-2.65%

HY P&L

+21.6M+7.14%

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/A63.3M

21.4%

2Drug Manufacturers - General21.7M

7.4%

3Banks - Diversified14.8M

5.0%

Top Industries by Stock Count

1N/A24 stocks

21.8%

2Drug Manufacturers - General5 stocks

4.5%

3Aerospace & Defense5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CAT CATERPILLAR INC14.4K shares-8.00%2026-03-312026-05-12

AAPL APPLE INC38.0K shares-2.70%2026-03-312026-05-12

AMAT APPLIED MATLS INC22.6K shares-14.36%2026-03-312026-05-12

GEV GE VERNOVA INC8.8K shares-4.07%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON31.2K shares-2.11%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST141.8K shares-4.55%2026-03-312026-05-12

ALPHABET INC ALPHABET INC25.6K shares-15.01%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO24.8K shares-2.77%2026-03-312026-05-12

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC21.3K shares-16.05%2026-03-312026-05-12

WMT WALMART INC58.0K shares-1.74%2026-03-312026-05-12

MSFT MICROSOFT CORP18.8K shares-1.12%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW50.1K shares-0.06%2026-03-312026-05-12

KO COCA COLA CO81.3K shares-0.15%2026-03-312026-05-12

LLY ELI LILLY & CO6.7K shares-6.82%2026-03-312026-05-12

VMC VULCAN MATLS CO21.6K shares-0.66%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION5.6K shares-1.49%2026-03-312026-05-12

Sponsored

FPE FIRST TR EXCH TRADED FD III305.1K shares2.51%2026-03-312026-05-12

LOW LOWES COS INC22.8K shares-0.90%2026-03-312026-05-12

AMZN AMAZON COM INC25.8K shares-1.78%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP8.6K shares-1.21%2026-03-312026-05-12

SOXX ISHARES TR15.6K shares-13.35%2026-03-312026-05-12

V VISA INC16.9K shares0.55%2026-03-312026-05-12

HD HOME DEPOT INC15.0K shares-1.84%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR8.2K shares-2.36%2026-03-312026-05-12

Sponsored

SPY STATE STR SPDR S&P 500 ETF T7.2K shares-1.63%2026-03-312026-05-12

ANGL VANECK ETF TRUST161.2K shares2.81%2026-03-312026-05-12

AMGN AMGEN INC12.9K shares-0.39%2026-03-312026-05-12

NVDA NVIDIA CORPORATION25.6K shares46.93%2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS57.5K shares2.23%2026-03-312026-05-12

DE DEERE & CO7.8K shares-1.77%2026-03-312026-05-12

AJG GALLAGHER ARTHUR J & CO20.0K shares0.13%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC35.2K shares-0.44%2026-03-312026-05-12

Sponsored

VO VANGUARD INDEX FDS14.7K shares-14.82%2026-03-312026-05-12

DGRO ISHARES TR60.0K shares-4.44%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP6.0K shares-1.55%2026-03-312026-05-12

PG PROCTER & GAMBLE CO28.3K shares0.35%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE13.1K shares-3.78%2026-03-312026-05-12

ORCL ORACLE CORP24.4K shares-0.23%2026-03-312026-05-12

SO SOUTHERN CO36.7K shares2.70%2026-03-312026-05-12

WM WASTE MGMT INC DEL15.1K shares1.14%2026-03-312026-05-12

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.9K shares-0.53%2026-03-312026-05-12

UTES ETFIS SER TR I37.5K sharesnew addition2026-03-312026-05-12

BAC BANK AMERICA CORP60.2K shares-0.53%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS32.6K shares5.89%2026-03-312026-05-12

TDG TRANSDIGM GROUP INC2.4K shares1.17%2026-03-312026-05-12

SBUX STARBUCKS CORP31.0K shares-1.09%2026-03-312026-05-12

CSX CSX CORP67.2K shares-0.49%2026-03-312026-05-12

BA BOEING CO13.6K shares-0.51%2026-03-312026-05-12

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.6K shares0.95%2026-03-312026-05-12

PLD PROLOGIS INC.19.4K shares-0.46%2026-03-312026-05-12

CSCO CISCO SYS INC32.9K shares-0.05%2026-03-312026-05-12

IMCG ISHARES TR32.2K shares-16.86%2026-03-312026-05-12

PEP PEPSICO INC15.4K shares-1.37%2026-03-312026-05-12

RIO RIO TINTO PLC25.4K shares1.89%2026-03-312026-05-12

JMBS JANUS DETROIT STR TR51.8K sharesnew addition2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC8.4K shares0.39%2026-03-312026-05-12

Sponsored

ABBV ABBVIE INC10.5K shares-0.29%2026-03-312026-05-12

FNDF SCHWAB STRATEGIC TR46.0K sharesnew addition2026-03-312026-05-12

ELV ELEVANCE HEALTH INC FORMERLY7.4K shares-0.22%2026-03-312026-05-12

VBR VANGUARD INDEX FDS10.0K shares-2.56%2026-03-312026-05-12

TD TORONTO DOMINION BK ONT23.1K shares-0.82%2026-03-312026-05-12

CB CHUBB LTD SWITZ6.6K shares-1.35%2026-03-312026-05-12

UNP UNION PAC CORP8.7K shares-0.37%2026-03-312026-05-12

ITA ISHARES TR9.6K shares-15.53%2026-03-312026-05-12

Sponsored

BSV VANGUARD BD INDEX FDS24.0K shares-1.80%2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP6.7K shares0.89%2026-03-312026-05-12

IPAC ISHARES TR23.2K shares-5.54%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP6.1K shares0.00%2026-03-312026-05-12

MCD MCDONALDS CORP5.5K shares1.47%2026-03-312026-05-12

CVX CHEVRON CORPORATION8.1K shares0.85%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC4.7K shares-1.12%2026-03-312026-05-12

DRI DARDEN RESTAURANTS INC8.0K shares0.29%2026-03-312026-05-12

Sponsored

COF CAPITAL ONE FINL CORP8.1K shares1.64%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC2.8K shares0.98%2026-03-312026-05-12

UCB UNITED CMNTY BKS BLAIRSVLE G39.3K shares-2.98%2026-03-312026-05-12

DIS DISNEY WALT CO12.2K shares-2.49%2026-03-312026-05-12

DHR DANAHER CORP DEL6.1K shares1.73%2026-03-312026-05-12

GEHC GE HEALTHCARE TECHNOLOGIES I16.1K shares-0.38%2026-03-312026-05-12

MA MASTERCARD INCORPORATED2.3K shares-0.78%2026-03-312026-05-12

Sponsored

BAB INVESCO EXCH TRADED FD TR II41.9K shares0.92%2026-03-312026-05-12

INTU INTUIT2.6K shares-0.15%2026-03-312026-05-12

FSLR FIRST SOLAR INC5.4K shares0.07%2026-03-312026-05-12

FITB FIFTH THIRD BANCORP19.7K shares0.71%2026-03-312026-05-12

ABT ABBOTT LABORATORIES8.8K shares1.04%2026-03-312026-05-12

WFC WELLS FARGO & CO10.8K shares0.00%2026-03-312026-05-12

AVAV AEROVIRONMENT INC4.7K shares100.86%2026-03-312026-05-12

FDX FEDEX CORP2.4K shares-4.16%2026-03-312026-05-12

Sponsored

PSA PUBLIC STORAGE OPER CO3.1K shares-3.41%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC6.2K shares-3.42%2026-03-312026-05-12

GM GENERAL MTRS CO10.8K shares-2.41%2026-03-312026-05-12

TSCO TRACTOR SUPPLY CO17.7K shares-1.95%2026-03-312026-05-12

GLPI GAMING & LEISURE P17.7K shares-1.83%2026-03-312026-05-12

NHI NATIONAL HEALTH INVS INC9.3K shares0.00%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC6.4K shares-4.75%2026-03-312026-05-12

EA ELECTRONIC ARTS INC3.4K shares0.00%2026-03-312026-05-12

Sponsored

MDLZ MONDELEZ INTL INC11.5K shares0.00%2026-03-312026-05-12

CVS CVS HEALTH CORP9.2K shares-1.18%2026-03-312026-05-12

O REALTY INCOME CORP10.0K shares0.00%2026-03-312026-05-12

FDT FIRST TR EXCH TRD ALPHDX FD7.0K shares10.35%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP6.4K shares1.78%2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS12.8K shares-2.48%2026-03-312026-05-12

AWK AMERICAN WTR WKS CO INC NEW3.8K shares0.00%2026-03-312026-05-12

LMBS FIRST TR EXCHANGE-TRADED FD8.5K shares0.00%2026-03-312026-05-12

Sponsored

KR KROGER CO5.8K shares22.11%2026-03-312026-05-12

ROL ROLLINS INC7.2K shares0.00%2026-03-312026-05-12

IWS ISHARES TR2.4K shares-0.34%2026-03-312026-05-12

RBLX ROBLOX CORP6.1K shares-3.69%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC3.5K shares0.00%2026-03-312026-05-12

WPC WP CAREY INC5.1K shares-0.08%2026-03-312026-05-12

LMAT LEMAITRE VASCULAR INC3.0K shares0.00%2026-03-312026-05-12

STLD STEEL DYNAMICS INC1.6K shares-9.83%2026-03-312026-05-12

Sponsored

AFL AFLAC INC2.6K shares0.00%2026-03-312026-05-12

SDY SPDR SERIES TRUST1.9K shares-2.76%2026-03-312026-05-12

TFC TRUIST FINL CORP5.9K shares0.00%2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR2.3K shares-1.14%2026-03-312026-05-12

AMT AMERICAN TOWER CORP1.5K shares5.31%2026-03-312026-05-12

XLB SELECT SECTOR SPDR TR4.4K shares-91.22%2026-03-312026-05-12

HON HONEYWELL INTL INC963 shares-7.31%2026-03-312026-05-12

NVO NOVO-NORDISK A S5.8K shares-61.66%2026-03-312026-05-12

Sponsored

ED CONSOLIDATED EDISON INC1.9K sharesnew addition2026-03-312026-05-12

FTSL FIRST TR EXCHANGE-TRADED FD4.7K shares-4.07%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC2.4K shares-1.25%2026-03-312026-05-12

PAYX PAYCHEX INC2.2K shares2.31%2026-03-312026-05-12

CAT

CATERPILLAR INC

-8.00%

Shares14.4K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-2.70%

Shares38.0K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

-14.36%

Shares22.6K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC

-4.07%

Shares8.8K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-2.11%

Shares31.2K

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL ETF TRUST

-4.55%

Shares141.8K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-15.01%

Shares25.6K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-2.77%

Shares24.8K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-16.05%

Shares21.3K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-1.74%

Shares58.0K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-1.12%

Shares18.8K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

-0.06%

Shares50.1K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

-0.15%

Shares81.3K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-6.82%

Shares6.7K

Event2026-03-31

Filed2026-05-12

VMC

VULCAN MATLS CO

-0.66%

Shares21.6K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

-1.49%

Shares5.6K

Event2026-03-31

Filed2026-05-12

FPE

FIRST TR EXCH TRADED FD III

2.51%

Shares305.1K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

-0.90%

Shares22.8K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-1.78%

Shares25.8K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

-1.21%

Shares8.6K

Event2026-03-31

Filed2026-05-12

SOXX

ISHARES TR

-13.35%

Shares15.6K

Event2026-03-31

Filed2026-05-12

VISA INC

0.55%

Shares16.9K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-1.84%

Shares15.0K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-2.36%

Shares8.2K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-1.63%

Shares7.2K

Event2026-03-31

Filed2026-05-12

ANGL

VANECK ETF TRUST

2.81%

Shares161.2K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

-0.39%

Shares12.9K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

46.93%

Shares25.6K

Event2026-03-31

Filed2026-05-12

BIV

VANGUARD BD INDEX FDS

2.23%

Shares57.5K

Event2026-03-31

Filed2026-05-12

DEERE & CO

-1.77%

Shares7.8K

Event2026-03-31

Filed2026-05-12

AJG

GALLAGHER ARTHUR J & CO

0.13%

Shares20.0K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

-0.44%

Shares35.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-14.82%

Shares14.7K

Event2026-03-31

Filed2026-05-12

DGRO

ISHARES TR

-4.44%

Shares60.0K

Event2026-03-31

Filed2026-05-12

NOC

NORTHROP GRUMMAN CORP

-1.55%

Shares6.0K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

0.35%

Shares28.3K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

-3.78%

Shares13.1K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

-0.23%

Shares24.4K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

2.70%

Shares36.7K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

1.14%

Shares15.1K

Event2026-03-31

Filed2026-05-12

GENERAL DYNAMICS CORP

-0.53%

Shares8.9K

Event2026-03-31

Filed2026-05-12

UTES

ETFIS SER TR I

New

Shares37.5K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-0.53%

Shares60.2K

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

5.89%

Shares32.6K

Event2026-03-31

Filed2026-05-12

TDG

TRANSDIGM GROUP INC

1.17%

Shares2.4K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP

-1.09%

Shares31.0K

Event2026-03-31

Filed2026-05-12

CSX

CSX CORP

-0.49%

Shares67.2K

Event2026-03-31

Filed2026-05-12

BOEING CO

-0.51%

Shares13.6K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

0.95%

Shares5.6K

Event2026-03-31

Filed2026-05-12

PLD

PROLOGIS INC.

-0.46%

Shares19.4K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

-0.05%

Shares32.9K

Event2026-03-31

Filed2026-05-12

IMCG

ISHARES TR

-16.86%

Shares32.2K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

-1.37%

Shares15.4K

Event2026-03-31

Filed2026-05-12

RIO

RIO TINTO PLC

1.89%

Shares25.4K

Event2026-03-31

Filed2026-05-12

JMBS

JANUS DETROIT STR TR

New

Shares51.8K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC

0.39%

Shares8.4K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-0.29%

Shares10.5K

Event2026-03-31

Filed2026-05-12

FNDF

SCHWAB STRATEGIC TR

New

Shares46.0K

Event2026-03-31

Filed2026-05-12

ELV

ELEVANCE HEALTH INC FORMERLY

-0.22%

Shares7.4K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

-2.56%

Shares10.0K

Event2026-03-31

Filed2026-05-12

TORONTO DOMINION BK ONT

-0.82%

Shares23.1K

Event2026-03-31

Filed2026-05-12

CHUBB LTD SWITZ

-1.35%

Shares6.6K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

-0.37%

Shares8.7K

Event2026-03-31

Filed2026-05-12

ITA

ISHARES TR

-15.53%

Shares9.6K

Event2026-03-31

Filed2026-05-12

BSV

VANGUARD BD INDEX FDS

-1.80%

Shares24.0K

Event2026-03-31

Filed2026-05-12

THE CIGNA GROUP

0.89%

Shares6.7K

Event2026-03-31

Filed2026-05-12

IPAC

ISHARES TR

-5.54%

Shares23.2K

Event2026-03-31

Filed2026-05-12

NSC

NORFOLK SOUTHN CORP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

1.47%

Shares5.5K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

0.85%

Shares8.1K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

-1.12%

Shares4.7K

Event2026-03-31

Filed2026-05-12

DRI

DARDEN RESTAURANTS INC

0.29%

Shares8.0K

Event2026-03-31

Filed2026-05-12

COF

CAPITAL ONE FINL CORP

1.64%

Shares8.1K

Event2026-03-31

Filed2026-05-12

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

0.98%

Shares2.8K

Event2026-03-31

Filed2026-05-12

UCB

UNITED CMNTY BKS BLAIRSVLE G

-2.98%

Shares39.3K

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

-2.49%

Shares12.2K

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORP DEL

1.73%

Shares6.1K

Event2026-03-31

Filed2026-05-12

GEHC

GE HEALTHCARE TECHNOLOGIES I

-0.38%

Shares16.1K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-0.78%

Shares2.3K

Event2026-03-31

Filed2026-05-12

BAB

INVESCO EXCH TRADED FD TR II

0.92%

Shares41.9K

Event2026-03-31

Filed2026-05-12

INTU

INTUIT

-0.15%

Shares2.6K

Event2026-03-31

Filed2026-05-12

FSLR

FIRST SOLAR INC

0.07%

Shares5.4K

Event2026-03-31

Filed2026-05-12

FITB

FIFTH THIRD BANCORP

0.71%

Shares19.7K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

1.04%

Shares8.8K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-12

AVAV

AEROVIRONMENT INC

100.86%

Shares4.7K

Event2026-03-31

Filed2026-05-12

FDX

FEDEX CORP

-4.16%

Shares2.4K

Event2026-03-31

Filed2026-05-12

PSA

PUBLIC STORAGE OPER CO

-3.41%

Shares3.1K

Event2026-03-31

Filed2026-05-12

AEP

AMERICAN ELEC PWR CO INC

-3.42%

Shares6.2K

Event2026-03-31

Filed2026-05-12

GENERAL MTRS CO

-2.41%

Shares10.8K

Event2026-03-31

Filed2026-05-12

TSCO

TRACTOR SUPPLY CO

-1.95%

Shares17.7K

Event2026-03-31

Filed2026-05-12

GLPI

GAMING & LEISURE P

-1.83%

Shares17.7K

Event2026-03-31

Filed2026-05-12

NHI

NATIONAL HEALTH INVS INC

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC

-4.75%

Shares6.4K

Event2026-03-31

Filed2026-05-12

ELECTRONIC ARTS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-12

MDLZ

MONDELEZ INTL INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-12

CVS

CVS HEALTH CORP

-1.18%

Shares9.2K

Event2026-03-31

Filed2026-05-12

REALTY INCOME CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-12

FDT

FIRST TR EXCH TRD ALPHDX FD

10.35%

Shares7.0K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP

1.78%

Shares6.4K

Event2026-03-31

Filed2026-05-12

SPDW

SPDR INDEX SHS FDS

-2.48%

Shares12.8K

Event2026-03-31

Filed2026-05-12

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-12

LMBS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-12

KROGER CO

22.11%

Shares5.8K

Event2026-03-31

Filed2026-05-12

ROL

ROLLINS INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-12

IWS

ISHARES TR

-0.34%

Shares2.4K

Event2026-03-31

Filed2026-05-12

RBLX

ROBLOX CORP

-3.69%

Shares6.1K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SVCS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-12

WPC

WP CAREY INC

-0.08%

Shares5.1K

Event2026-03-31

Filed2026-05-12

LMAT

LEMAITRE VASCULAR INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

STLD

STEEL DYNAMICS INC

-9.83%

Shares1.6K

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-12

SDY

SPDR SERIES TRUST

-2.76%

Shares1.9K

Event2026-03-31

Filed2026-05-12

TFC

TRUIST FINL CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY ETF TR

-1.14%

Shares2.3K

Event2026-03-31

Filed2026-05-12

AMT

AMERICAN TOWER CORP

5.31%

Shares1.5K

Event2026-03-31

Filed2026-05-12

XLB

SELECT SECTOR SPDR TR

-91.22%

Shares4.4K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

-7.31%

Shares963

Event2026-03-31

Filed2026-05-12

NVO

NOVO-NORDISK A S

-61.66%

Shares5.8K

Event2026-03-31

Filed2026-05-12

CONSOLIDATED EDISON INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

FTSL

FIRST TR EXCHANGE-TRADED FD

-4.07%

Shares4.7K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC

-1.25%

Shares2.4K

Event2026-03-31

Filed2026-05-12

PAYX

PAYCHEX INC

2.31%

Shares2.2K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available