The Analysis of Fifth Third Wealth Advisors LLC's Holdings & P&L


Currently, Fifth Third Wealth Advisors LLC holds 812 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in AAPL (+43.3K shares, valued at $11.0M), DYNF (+165.7K shares, valued at $9.6M), MSFT (+23.0K shares, valued at $8.5M); decreased their positions in OEF (-35.0K shares, valued at $11.1M), IVV (-9.1K shares, valued at $5.9M), DSI (-44.9K shares, valued at $5.4M); initiated new positions in DYNF (+165.7K shares, valued at $9.6M), FCCO (+288.4K shares, valued at $8.4M), IDEF (+102.7K shares, valued at $3.4M).


1M P&L
+16.3M+0.54%
3M P&L
-80.1M-2.58%
HY P&L
+80.6M+2.74%

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/A1.2B
44.7%
2Semiconductors145.8M
5.5%
3Software - Infrastructure126.5M
4.8%

Top Industries by Stock Count

1N/A122 stocks
16.0%
2Software - Application26 stocks
3.4%
3Banks - Regional24 stocks
3.1%
Stock Holdings
IVV
ISHARES TR CORE S&P500 ETF
-1.79%
Shares497.6K
Event2026-03-31
Filed2026-04-20
SPY
SS SPDR S&P 500 ETF TRUST-US
-0.73%
Shares299.9K
Event2026-03-31
Filed2026-04-20
NVDA
NVIDIA CORPORATION COM
2.46%
Shares634.7K
Event2026-03-31
Filed2026-04-20
IEFA
ISHARES CORE MSCI EAFE ETF
3.95%
Shares1.2M
Event2026-03-31
Filed2026-04-20
AAPL
APPLE INC COM
11.58%
Shares417.6K
Event2026-03-31
Filed2026-04-20
MSFT
MICROSOFT CORP COM
11.88%
Shares216.9K
Event2026-03-31
Filed2026-04-20
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
3.95%
Shares238.8K
Event2026-03-31
Filed2026-04-20
AMZN
AMAZON COM INC COM
7.27%
Shares298.4K
Event2026-03-31
Filed2026-04-20
FAST
FASTENAL CO
0.11%
Shares1.3M
Event2026-03-31
Filed2026-04-20
IJH
ISHARES TR CORE S&P MCP ETF
-1.53%
Shares800.2K
Event2026-03-31
Filed2026-04-20
BROADCOM INC COM
BROADCOM INC COM
10.82%
Shares141.6K
Event2026-03-31
Filed2026-04-20
JPM
JPMORGAN CHASE & CO. COM
7.65%
Shares141.1K
Event2026-03-31
Filed2026-04-20
IJR
ISHARES TR CORE S&P SCP ETF
0.38%
Shares294.3K
Event2026-03-31
Filed2026-04-20
IEMG
ISHARES CORE MSCI EMERGING
13.31%
Shares498.9K
Event2026-03-31
Filed2026-04-20
META
META PLATFORMS INC CL A
12.44%
Shares60.8K
Event2026-03-31
Filed2026-04-20
XOM
EXXON MOBIL CORP COM
9.80%
Shares195.2K
Event2026-03-31
Filed2026-04-20
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
10.80%
Shares111.1K
Event2026-03-31
Filed2026-04-20
SPYV
SS SPDR P S&P 500 VALUE ETF
15.89%
Shares503.9K
Event2026-03-31
Filed2026-04-20
IWF
ISHARES TR RUS 1000 GRW ETF
-1.80%
Shares66.7K
Event2026-03-31
Filed2026-04-20
SPYG
SS SPDR P S&P 500 GROWTH ETF
10.75%
Shares275.7K
Event2026-03-31
Filed2026-04-20
WMT
WALMART INC COM
11.13%
Shares198.8K
Event2026-03-31
Filed2026-04-20
LLY
ELI LILLY & CO COM
24.24%
Shares23.6K
Event2026-03-31
Filed2026-04-20
IWR
ISHARES TR RUS MID CAP ETF
2.97%
Shares216.9K
Event2026-03-31
Filed2026-04-20
DVY
ISHARES TR SELECT DIVID ETF
-6.68%
Shares138.0K
Event2026-03-31
Filed2026-04-20
TSLA
TESLA INC COM
9.52%
Shares55.9K
Event2026-03-31
Filed2026-04-20
BERKSHIRE HATHAWAY INC-CL B
BERKSHIRE HATHAWAY INC-CL B
12.33%
Shares43.2K
Event2026-03-31
Filed2026-04-20
VANGUARD INDEX FDS S&P 500 ETF
VANGUARD INDEX FDS S&P 500 ETF
44.65%
Shares34.5K
Event2026-03-31
Filed2026-04-20
EFA
ISHARES TR MSCI EAFE ETF
0.67%
Shares188.3K
Event2026-03-31
Filed2026-04-20
GEV
GE VERNOVA INC
5.43%
Shares19.8K
Event2026-03-31
Filed2026-04-20
CAT
CATERPILLAR INC
33.77%
Shares24.0K
Event2026-03-31
Filed2026-04-20
V
VISA INC COM CL A
22.18%
Shares54.2K
Event2026-03-31
Filed2026-04-20
VEA
VANGUARD TAX-MANAGED FDS VAN F
10.41%
Shares249.1K
Event2026-03-31
Filed2026-04-20
HD
HOME DEPOT INC COM
7.25%
Shares46.2K
Event2026-03-31
Filed2026-04-20
GS
GOLDMAN SACHS GROUP INC COM
1.43%
Shares17.8K
Event2026-03-31
Filed2026-04-20
BAC
BANK AMERICA CORP COM
12.98%
Shares305.2K
Event2026-03-31
Filed2026-04-20
VGT
VANGUARD INFO TECH ETF
3.95%
Shares21.1K
Event2026-03-31
Filed2026-04-20
MA
MASTERCARD INCORPORATED CL A
20.81%
Shares27.9K
Event2026-03-31
Filed2026-04-20
JNJ
JOHNSON & JOHNSON COM
36.19%
Shares54.0K
Event2026-03-31
Filed2026-04-20
OEF
ISHARES S&P 100 ETF
-47.79%
Shares38.3K
Event2026-03-31
Filed2026-04-20
COST
COSTCO WHSL CORP NEW COM
7.65%
Shares12.0K
Event2026-03-31
Filed2026-04-20
PLTR
PALANTIR TECHNOLOGIES INC-A
29.27%
Shares81.6K
Event2026-03-31
Filed2026-04-20
EFV
ISHARES MSCI EAFE VALUE ETF
28.81%
Shares156.5K
Event2026-03-31
Filed2026-04-20
EATON CORP PLC SHS
EATON CORP PLC SHS
4.23%
Shares32.4K
Event2026-03-31
Filed2026-04-20
CVX
CHEVRON CORP NEW COM
8.28%
Shares53.3K
Event2026-03-31
Filed2026-04-20
GENERAL ELECTRIC
GENERAL ELECTRIC
3.15%
Shares38.7K
Event2026-03-31
Filed2026-04-20
LOW
LOWES COS INC COM
3.63%
Shares46.5K
Event2026-03-31
Filed2026-04-20
PM
PHILIP MORRIS INTL INC COM
28.53%
Shares65.1K
Event2026-03-31
Filed2026-04-20
ABBV
ABBVIE INC COM
4.38%
Shares49.5K
Event2026-03-31
Filed2026-04-20
VWO
VANGUARD INTL EQUITY INDEX FDS
-5.07%
Shares194.0K
Event2026-03-31
Filed2026-04-20
LAM RESEARCH CORP
LAM RESEARCH CORP
18.22%
Shares48.2K
Event2026-03-31
Filed2026-04-20
NFLX
NETFLIX INC COM
4.84%
Shares106.4K
Event2026-03-31
Filed2026-04-20
AMAT
APPLIED MATERIALS INC
-7.42%
Shares29.0K
Event2026-03-31
Filed2026-04-20
MCD
MCDONALDS CORP COM
17.96%
Shares31.9K
Event2026-03-31
Filed2026-04-20
DYNF
ISHRS US E F R A ETF-USD INC
New
Shares165.7K
Event2026-03-31
Filed2026-04-20
ORCL
ORACLE CORP COM
-6.10%
Shares61.9K
Event2026-03-31
Filed2026-04-20
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
7.77%
Shares91.7K
Event2026-03-31
Filed2026-04-20
EMXC
ISHARES MSCI EMR MRK EX CHNA
-2.40%
Shares113.0K
Event2026-03-31
Filed2026-04-20
CSCO
CISCO SYS INC COM
38.47%
Shares113.8K
Event2026-03-31
Filed2026-04-20
MERCK & CO INC COM
MERCK & CO INC COM
43.40%
Shares72.1K
Event2026-03-31
Filed2026-04-20
KO
COCA COLA CO COM
0.89%
Shares113.2K
Event2026-03-31
Filed2026-04-20
IAUM
ISHARES GOLD TRUST MICRO
-5.69%
Shares183.5K
Event2026-03-31
Filed2026-04-20
FCCO
FIRST COMMUNITY CORP
New
Shares288.4K
Event2026-03-31
Filed2026-04-20
SDY
SS SPDR S&P DIVIDEND ETF
-4.76%
Shares57.6K
Event2026-03-31
Filed2026-04-20
CMI
CUMMINS INC
77.45%
Shares15.6K
Event2026-03-31
Filed2026-04-20
VZ
VERIZON COMMUNICATIONS INC COM
64.00%
Shares164.1K
Event2026-03-31
Filed2026-04-20
VUG
VANGUARD GROWTH ETF
0.43%
Shares18.4K
Event2026-03-31
Filed2026-04-20
RTX
RTX CORPORATION COM
5.53%
Shares38.9K
Event2026-03-31
Filed2026-04-20
TJX
TJX COS INC NEW COM
23.74%
Shares46.4K
Event2026-03-31
Filed2026-04-20
NEE
NEXTERA ENERGY INC COM
8.70%
Shares79.4K
Event2026-03-31
Filed2026-04-20
PEP
PEPSICO INC COM
8.59%
Shares46.8K
Event2026-03-31
Filed2026-04-20
ISRG
INTUITIVE SURGICAL INC COM NEW
28.50%
Shares15.7K
Event2026-03-31
Filed2026-04-20
WFC
WELLS FARGO CO NEW COM
44.11%
Shares90.7K
Event2026-03-31
Filed2026-04-20
ARISTA NETWORKS INC
ARISTA NETWORKS INC
8.46%
Shares58.2K
Event2026-03-31
Filed2026-04-20
SCHD
SCHWAB STRATEGIC TR US DIVIDEN
-2.21%
Shares232.7K
Event2026-03-31
Filed2026-04-20
MU
MICRON TECHNOLOGY INC COM
3.82%
Shares21.0K
Event2026-03-31
Filed2026-04-20
BAI
ISHRS AI IN AND TECH ACT ETF
25.76%
Shares215.6K
Event2026-03-31
Filed2026-04-20
IBM
INTERNATIONAL BUSINESS MACHS C
75.35%
Shares28.9K
Event2026-03-31
Filed2026-04-20
KLAC
KLA CORP
28.13%
Shares4.7K
Event2026-03-31
Filed2026-04-20
IWD
ISHARES RUSSELL 1000 VALUE E
-8.11%
Shares32.5K
Event2026-03-31
Filed2026-04-20
EFG
ISHARES MSCI EAFE GROWTH ETF
308.39%
Shares62.2K
Event2026-03-31
Filed2026-04-20
CRWD
CROWDSTRIKE HLDGS INC CL A
4.92%
Shares17.6K
Event2026-03-31
Filed2026-04-20
NET
CLOUDFLARE INC - CLASS A
0.12%
Shares33.2K
Event2026-03-31
Filed2026-04-20
VIG
VANGUARD DIVIDEND APPREC ETF
-7.18%
Shares31.4K
Event2026-03-31
Filed2026-04-20
PG
PROCTER AND GAMBLE CO COM
-5.48%
Shares45.9K
Event2026-03-31
Filed2026-04-20
HON
HONEYWELL INTL INC COM
4.31%
Shares29.3K
Event2026-03-31
Filed2026-04-20
IWM
ISHARES TR RUSSELL 2000 ETF
-1.54%
Shares26.6K
Event2026-03-31
Filed2026-04-20
ISHARES GOLD TRUST
ISHARES GOLD TRUST
0.54%
Shares74.3K
Event2026-03-31
Filed2026-04-20
VB
VANGUARD SMALL-CAP ETF
0.97%
Shares25.0K
Event2026-03-31
Filed2026-04-20
BLACKROCK INC COM
BLACKROCK INC COM
6.55%
Shares6.8K
Event2026-03-31
Filed2026-04-20
VONG
VANGUARD RUSSELL 1000 GROWTH
-4.28%
Shares59.0K
Event2026-03-31
Filed2026-04-20
INVESCO S&P 500 EQUAL WEIGHT
INVESCO S&P 500 EQUAL WEIGHT
-0.40%
Shares33.5K
Event2026-03-31
Filed2026-04-20
USFD
US FOODS HLDG CORP COM
3.05%
Shares68.9K
Event2026-03-31
Filed2026-04-20
PFE
PFIZER INC COM
27.47%
Shares218.2K
Event2026-03-31
Filed2026-04-20
DE
DEERE & CO
-0.22%
Shares10.7K
Event2026-03-31
Filed2026-04-20
MS
MORGAN STANLEY
-3.49%
Shares35.3K
Event2026-03-31
Filed2026-04-20
PNC
PNC FINL SVCS GROUP INC COM
2.49%
Shares27.6K
Event2026-03-31
Filed2026-04-20
VST
VISTRA CORP
7.65%
Shares35.9K
Event2026-03-31
Filed2026-04-20
VTI
VANGUARD TOTAL STOCK MKT ETF
5.75%
Shares16.5K
Event2026-03-31
Filed2026-04-20
LMT
LOCKHEED MARTIN CORP COM
0.62%
Shares8.8K
Event2026-03-31
Filed2026-04-20
DUKE ENERGY CORP
DUKE ENERGY CORP
94.09%
Shares39.4K
Event2026-03-31
Filed2026-04-20
UBER
UBER TECHNOLOGIES INC
15.28%
Shares71.3K
Event2026-03-31
Filed2026-04-20
IGF
ISHARES GLOBAL INFRASTRUCTUR
896.47%
Shares74.5K
Event2026-03-31
Filed2026-04-20
AMD
ADVANCED MICRO DEVICES INC COM
13.94%
Shares24.1K
Event2026-03-31
Filed2026-04-20
PANW
PALO ALTO NETWORKS INC COM
20.99%
Shares30.5K
Event2026-03-31
Filed2026-04-20
QCOM
QUALCOMM INC
39.21%
Shares37.2K
Event2026-03-31
Filed2026-04-20
ABT
ABBOTT LABS COM
-14.68%
Shares45.5K
Event2026-03-31
Filed2026-04-20
GILD
GILEAD SCIENCES INC COM
96.07%
Shares33.1K
Event2026-03-31
Filed2026-04-20
BMY
BRISTOL-MYERS SQUIBB CO
47.17%
Shares75.2K
Event2026-03-31
Filed2026-04-20
LINDE PLC SHS
LINDE PLC SHS
-13.98%
Shares9.1K
Event2026-03-31
Filed2026-04-20
T
AT&T INC COM
12.87%
Shares152.2K
Event2026-03-31
Filed2026-04-20
TXN
TEXAS INSTRS INC COM
21.46%
Shares22.7K
Event2026-03-31
Filed2026-04-20
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
7.96%
Shares12.6K
Event2026-03-31
Filed2026-04-20
UNH
UNITEDHEALTH GROUP INC COM
1.45%
Shares16.0K
Event2026-03-31
Filed2026-04-20
APH
AMPHENOL CORP-CL A
9.16%
Shares34.0K
Event2026-03-31
Filed2026-04-20
IJJ
ISHARES S&P MID-CAP 400 VALU
-2.66%
Shares32.2K
Event2026-03-31
Filed2026-04-20
COP
CONOCOPHILLIPS COM
26.85%
Shares32.2K
Event2026-03-31
Filed2026-04-20
TMO
THERMO FISHER SCIENTIFIC INC
3.81%
Shares8.6K
Event2026-03-31
Filed2026-04-20
DIS
DISNEY WALT CO COM
-31.93%
Shares43.7K
Event2026-03-31
Filed2026-04-20
TMUS
T-MOBILE US INC COM
-2.32%
Shares19.9K
Event2026-03-31
Filed2026-04-20
ADI
ANALOG DEVICES INC COM
5.01%
Shares12.8K
Event2026-03-31
Filed2026-04-20
INVESCO QQQ TRUST SERIES 1
INVESCO QQQ TRUST SERIES 1
-5.75%
Shares7.0K
Event2026-03-31
Filed2026-04-20
XLE
SS ENERGY SELECT SECTOR
-22.51%
Shares65.0K
Event2026-03-31
Filed2026-04-20
SO
SOUTHERN CO/THE
268.79%
Shares40.4K
Event2026-03-31
Filed2026-04-20
AXP
AMERICAN EXPRESS CO
-5.26%
Shares12.8K
Event2026-03-31
Filed2026-04-20
MDY
STATE STREET SPDR S&P MIDCAP
-9.40%
Shares6.3K
Event2026-03-31
Filed2026-04-20
COF
CAPITAL ONE FINL CORP COM
16.95%
Shares21.2K
Event2026-03-31
Filed2026-04-20
IJK
ISHARES TR S&P MC 400GR ETF
-1.86%
Shares38.4K
Event2026-03-31
Filed2026-04-20
WMB
WILLIAMS COS INC COM
-2.42%
Shares52.4K
Event2026-03-31
Filed2026-04-20
VTV
VANGUARD VALUE ETF
28.93%
Shares19.2K
Event2026-03-31
Filed2026-04-20
TSM
TAIWAN SEMICONDUCTOR-SP ADR
9.75%
Shares11.1K
Event2026-03-31
Filed2026-04-20
WELL
WELLTOWER INC
2.56%
Shares19.0K
Event2026-03-31
Filed2026-04-20
CB
CHUBB LTD
3.33%
Shares11.4K
Event2026-03-31
Filed2026-04-20
BA
BOEING CO COM
7.38%
Shares18.6K
Event2026-03-31
Filed2026-04-20
TT
TRANE TECHNOLOGIES PLC
-2.48%
Shares8.5K
Event2026-03-31
Filed2026-04-20
CRM
SALESFORCE INC COM
9.18%
Shares18.9K
Event2026-03-31
Filed2026-04-20
TFC
TRUIST FINANCIAL CORP
232.71%
Shares76.6K
Event2026-03-31
Filed2026-04-20
SOUTHSTATE BANK CORP
SOUTHSTATE BANK CORP
0.97%
Shares38.1K
Event2026-03-31
Filed2026-04-20
VO
VANGUARD INDEX FDS MID CAP ETF
5.95%
Shares12.2K
Event2026-03-31
Filed2026-04-20
UNP
UNION PAC CORP COM
17.18%
Shares14.4K
Event2026-03-31
Filed2026-04-20
DSI
ISHARES ESG MSCI KLD 400 ETF
-61.68%
Shares27.9K
Event2026-03-31
Filed2026-04-20
IDEF
ISHARES DEF INDUSTRIALS ACT
New
Shares102.7K
Event2026-03-31
Filed2026-04-20
AVUV
AMERICAN CENTY ETF TR US SML C
-4.45%
Shares30.3K
Event2026-03-31
Filed2026-04-20
AMGN
AMGEN INC COM
2.04%
Shares9.5K
Event2026-03-31
Filed2026-04-20
BSX
BOSTON SCIENTIFIC CORP
5.38%
Shares53.1K
Event2026-03-31
Filed2026-04-20
VLO
VALERO ENERGY CORP
3.29%
Shares13.4K
Event2026-03-31
Filed2026-04-20
SBUX
STARBUCKS CORP
-5.69%
Shares36.2K
Event2026-03-31
Filed2026-04-20
IWX
ISHARES TR RUS TP200 VL ETF
39.63%
Shares34.2K
Event2026-03-31
Filed2026-04-20
BLCR
ISHARES LRG CP CR ACT ETF-UI
New
Shares74.7K
Event2026-03-31
Filed2026-04-20
SYK
STRYKER CORP
20.08%
Shares8.6K
Event2026-03-31
Filed2026-04-20
CDNS
CADENCE DESIGN SYSTEM INC COM
2.15%
Shares10.1K
Event2026-03-31
Filed2026-04-20
KMI
KINDER MORGAN INC
5.39%
Shares82.3K
Event2026-03-31
Filed2026-04-20
EXE
EXPAND ENERGY CORP
123.93%
Shares24.8K
Event2026-03-31
Filed2026-04-20
IWY
ISHARES TR RUS TP200 GR ETF
62.17%
Shares10.9K
Event2026-03-31
Filed2026-04-20
SCHW
SCHWAB (CHARLES) CORP
13.10%
Shares28.9K
Event2026-03-31
Filed2026-04-20
BK
BANK OF NEW YORK MELLON CORP
9.55%
Shares22.5K
Event2026-03-31
Filed2026-04-20
BKNG
BOOKING HOLDINGS INC
62.02%
Shares627
Event2026-03-31
Filed2026-04-20
MPC
MARATHON PETE CORP COM
3.27%
Shares10.6K
Event2026-03-31
Filed2026-04-20
VONE
VANGUARD SCOTTSDALE FDS VNG RU
2.07%
Shares8.7K
Event2026-03-31
Filed2026-04-20
CITIGROUP INC COM NEW
CITIGROUP INC COM NEW
16.68%
Shares22.7K
Event2026-03-31
Filed2026-04-20
D
DOMINION ENERGY INC
2.98%
Shares40.5K
Event2026-03-31
Filed2026-04-20
SPSM
SS SPDR P S&P 600 SMALL CAP
11.36%
Shares51.7K
Event2026-03-31
Filed2026-04-20
INTC
INTEL CORP COM
35.33%
Shares56.3K
Event2026-03-31
Filed2026-04-20
CEG
CONSTELLATION ENERGY CORP COM
0.50%
Shares8.9K
Event2026-03-31
Filed2026-04-20
EQT CORP COM
EQT CORP COM
36.74%
Shares38.2K
Event2026-03-31
Filed2026-04-20
CASY
CASEYS GEN STORES INC COM
-25.41%
Shares3.3K
Event2026-03-31
Filed2026-04-20
EEM
ISHARES MSCI EMERGING MARKET
-6.20%
Shares42.4K
Event2026-03-31
Filed2026-04-20
CMCSA
COMCAST CORP NEW CL A
21.27%
Shares83.3K
Event2026-03-31
Filed2026-04-20
NOW
SERVICENOW INC COM
56.24%
Shares22.6K
Event2026-03-31
Filed2026-04-20
IDV
ISHARES TR INTL SEL DIV ETF
31.93%
Shares55.1K
Event2026-03-31
Filed2026-04-20
ACCENTURE PLC IRELAND SHS CLAS
ACCENTURE PLC IRELAND SHS CLAS
-12.52%
Shares11.8K
Event2026-03-31
Filed2026-04-20
SLB
SLB LTD
-0.53%
Shares45.5K
Event2026-03-31
Filed2026-04-20
ORLY
OREILLY AUTOMOTIVE INC COM
-2.86%
Shares25.2K
Event2026-03-31
Filed2026-04-20
ICE
INTERCONTINENTAL EXCHANGE INC
11.74%
Shares14.7K
Event2026-03-31
Filed2026-04-20
AVLV
AMERICAN CENTY ETF TR US LARGE
New
Shares28.6K
Event2026-03-31
Filed2026-04-20
AVDE
AMERICAN CENTY ETF TR INTL EQT
16.20%
Shares27.0K
Event2026-03-31
Filed2026-04-20
MO
ALTRIA GROUP INC
9.72%
Shares34.6K
Event2026-03-31
Filed2026-04-20
XLK
SS TECHNOLOGY SELECT SECTOR
-34.67%
Shares16.8K
Event2026-03-31
Filed2026-04-20
APD
AIR PRODS & CHEMS INC COM
9.42%
Shares7.7K
Event2026-03-31
Filed2026-04-20
CME
CME GROUP INC COM
6.22%
Shares7.3K
Event2026-03-31
Filed2026-04-20
PLD
PROLOGIS INC. COM
11.07%
Shares16.3K
Event2026-03-31
Filed2026-04-20
SPGI
S&P GLOBAL INC
14.38%
Shares5.0K
Event2026-03-31
Filed2026-04-20
XPO
XPO INC COM
6.21%
Shares10.9K
Event2026-03-31
Filed2026-04-20
MDLZ
MONDELEZ INTL INC CL A
38.00%
Shares36.2K
Event2026-03-31
Filed2026-04-20
MEDTRONIC PLC SHS
MEDTRONIC PLC SHS
6.86%
Shares23.2K
Event2026-03-31
Filed2026-04-20
DHR
DANAHER CORP
18.20%
Shares10.6K
Event2026-03-31
Filed2026-04-20
INTU
INTUIT INC
26.18%
Shares4.6K
Event2026-03-31
Filed2026-04-20
GLD
SPDR GOLD SHARES
23.54%
Shares4.6K
Event2026-03-31
Filed2026-04-20
FNDF
SCHWAB STRATEGIC TR FUNDAMENTA
New
Shares39.6K
Event2026-03-31
Filed2026-04-20
IWO
ISHARES TR RUS 2000 GRW ETF
-1.11%
Shares6.1K
Event2026-03-31
Filed2026-04-20
AEP
AMERICAN ELEC PWR CO INC COM
6.52%
Shares14.6K
Event2026-03-31
Filed2026-04-20
REGN
REGENERON PHARMACEUTICALS
49.70%
Shares2.5K
Event2026-03-31
Filed2026-04-20
PH
PARKER HANNIFIN CORP
23.58%
Shares2.1K
Event2026-03-31
Filed2026-04-20
IWP
ISHARES RUSSELL MID-CAP GROW
21.72%
Shares14.8K
Event2026-03-31
Filed2026-04-20
MMM
3M CO
-12.23%
Shares12.7K
Event2026-03-31
Filed2026-04-20
DHI
DR HORTON INC
271.88%
Shares13.5K
Event2026-03-31
Filed2026-04-20
SCZ
ISHARES MSCI EAFE SMALL-CAP
5.24%
Shares23.0K
Event2026-03-31
Filed2026-04-20
TOST
TOAST INC CL A
0.53%
Shares67.9K
Event2026-03-31
Filed2026-04-20
MNST
MONSTER BEVERAGE CORP
5.86%
Shares24.3K
Event2026-03-31
Filed2026-04-20
CSX
CSX CORP
24.49%
Shares42.4K
Event2026-03-31
Filed2026-04-20
WM
WASTE MGMT INC DEL COM
19.17%
Shares7.5K
Event2026-03-31
Filed2026-04-20
VOT
VANGUARD MID-CAP GROWTH ETF
8.05%
Shares6.7K
Event2026-03-31
Filed2026-04-20
ADBE
ADOBE INC COM
-5.24%
Shares7.0K
Event2026-03-31
Filed2026-04-20
SLV
ISHARES SILVER TRUST
33.09%
Shares24.9K
Event2026-03-31
Filed2026-04-20
VXF
VANGUARD EXTENDED MARKET ETF
0.62%
Shares8.2K
Event2026-03-31
Filed2026-04-20
ADSK
AUTODESK INC
48.04%
Shares7.0K
Event2026-03-31
Filed2026-04-20
PSX
PHILLIPS 66
12.75%
Shares9.1K
Event2026-03-31
Filed2026-04-20
MAR
MARRIOTT INTL INC NEW CL A
-16.47%
Shares5.1K
Event2026-03-31
Filed2026-04-20
EMR
EMERSON ELEC CO COM
8.14%
Shares12.6K
Event2026-03-31
Filed2026-04-20
AMP
AMERIPRISE FINANCIAL INC
-3.89%
Shares3.7K
Event2026-03-31
Filed2026-04-20
EOG
EOG RES INC COM
-1.87%
Shares11.1K
Event2026-03-31
Filed2026-04-20
PGR
PROGRESSIVE CORP COM
17.82%
Shares7.9K
Event2026-03-31
Filed2026-04-20
IYW
ISHARES TR U.S. TECH ETF
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-20
RF
REGIONS FINANCIAL CORP
490.30%
Shares59.2K
Event2026-03-31
Filed2026-04-20
VYM
VANGUARD HIGH DVD YIELD ETF
12.25%
Shares10.0K
Event2026-03-31
Filed2026-04-20
IWB
ISHARES RUSSELL 1000 ETF
-3.72%
Shares4.1K
Event2026-03-31
Filed2026-04-20
AIG
AMERICAN INTL GROUP INC COM NE
0.94%
Shares19.5K
Event2026-03-31
Filed2026-04-20
MSI
MOTOROLA SOLUTIONS INC COM NEW
15.69%
Shares3.4K
Event2026-03-31
Filed2026-04-20
AMT
AMERICAN TOWER CORP NEW COM
1.56%
Shares8.5K
Event2026-03-31
Filed2026-04-20
FDX
FEDEX CORP COM
-6.06%
Shares4.1K
Event2026-03-31
Filed2026-04-20
JCI
JOHNSON CTLS INTL PLC SHS
-4.84%
Shares11.1K
Event2026-03-31
Filed2026-04-20
VRT
VERTIV HOLDINGS CO-A
139.79%
Shares5.7K
Event2026-03-31
Filed2026-04-20
ESGV
VANGUARD ESG US STOCK ETF
0.00%
Shares12.6K
Event2026-03-31
Filed2026-04-20
NEM
NEWMONT CORP
9.07%
Shares13.0K
Event2026-03-31
Filed2026-04-20
SPMD
SS SPDR P S&P 400 MIDCAP ETF
16.40%
Shares23.4K
Event2026-03-31
Filed2026-04-20
PWR
QUANTA SERVICES INC
8.90%
Shares2.5K
Event2026-03-31
Filed2026-04-20
TTWO
TAKE-TWO INTERACTIVE SOFTWRE
-9.52%
Shares6.9K
Event2026-03-31
Filed2026-04-20
FCX
FREEPORT-MCMORAN INC CL B
18.61%
Shares22.9K
Event2026-03-31
Filed2026-04-20
NVS
NOVARTIS AG-SPONSORED ADR
1.45%
Shares8.8K
Event2026-03-31
Filed2026-04-20
AFL
AFLAC INC
5.92%
Shares12.1K
Event2026-03-31
Filed2026-04-20
HWM
HOWMET AEROSPACE INC
24.18%
Shares5.8K
Event2026-03-31
Filed2026-04-20
ITW
ILLINOIS TOOL WKS INC COM
-2.02%
Shares5.0K
Event2026-03-31
Filed2026-04-20
UPS
UNITED PARCEL SERVICE INC CL B
13.79%
Shares12.7K
Event2026-03-31
Filed2026-04-20
TRGP
TARGA RES CORP COM
4.38%
Shares5.0K
Event2026-03-31
Filed2026-04-20
ADP
AUTOMATIC DATA PROCESSING
-8.88%
Shares6.1K
Event2026-03-31
Filed2026-04-20
ETR
ENTERGY CORP NEW COM
3.99%
Shares11.1K
Event2026-03-31
Filed2026-04-20
CDL
VICTORYSHARES US LARGE CAP H
New
Shares16.5K
Event2026-03-31
Filed2026-04-20
TRV
TRAVELERS COMPANIES INC COM
5.53%
Shares4.2K
Event2026-03-31
Filed2026-04-20
PPG
PPG INDS INC COM
7.73%
Shares11.5K
Event2026-03-31
Filed2026-04-20
SHW
SHERWIN-WILLIAMS CO/THE
6.91%
Shares3.8K
Event2026-03-31
Filed2026-04-20
NOC
NORTHROP GRUMMAN CORP COM
-1.91%
Shares1.8K
Event2026-03-31
Filed2026-04-20
AVEM
AMERICAN CENTY ETF TR AVANTIS
19.26%
Shares15.1K
Event2026-03-31
Filed2026-04-20
HCA
HCA HEALTHCARE INC
11.51%
Shares2.6K
Event2026-03-31
Filed2026-04-20
IWN
ISHARES RUSSELL 2000 VALUE E
-16.58%
Shares6.4K
Event2026-03-31
Filed2026-04-20
APP
APPLOVIN CORP-CLASS A
25.27%
Shares3.0K
Event2026-03-31
Filed2026-04-20
NSC
NORFOLK SOUTHERN CORP
7.49%
Shares4.2K
Event2026-03-31
Filed2026-04-20
CHTR
CHARTER COMMUNICATIONS INC-A
404.05%
Shares5.5K
Event2026-03-31
Filed2026-04-20
NKE
NIKE INC -CL B
-18.86%
Shares21.9K
Event2026-03-31
Filed2026-04-20
MCK
MCKESSON CORP
9.54%
Shares1.3K
Event2026-03-31
Filed2026-04-20
STZ
CONSTELLATION BRANDS INC-A
7.07%
Shares7.7K
Event2026-03-31
Filed2026-04-20
USB
US BANCORP
21.79%
Shares22.1K
Event2026-03-31
Filed2026-04-20
ALL
ALLSTATE CORP
18.45%
Shares5.5K
Event2026-03-31
Filed2026-04-20
ELV
ELEVANCE HEALTH INC COM
9.02%
Shares3.9K
Event2026-03-31
Filed2026-04-20
CTVA
CORTEVA INC
16.24%
Shares13.4K
Event2026-03-31
Filed2026-04-20
ENB
ENBRIDGE INC COM
2.63%
Shares20.6K
Event2026-03-31
Filed2026-04-20
CW
CURTISS WRIGHT CORP COM
17.36%
Shares1.6K
Event2026-03-31
Filed2026-04-20
RSG
REPUBLIC SVCS INC COM
11.38%
Shares5.1K
Event2026-03-31
Filed2026-04-20
SMMD
ISHARES RUSSELL 2500 ETF
-1.85%
Shares14.2K
Event2026-03-31
Filed2026-04-20
BLACKSTONE INC
BLACKSTONE INC
4.00%
Shares9.4K
Event2026-03-31
Filed2026-04-20
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
27.40%
Shares5.2K
Event2026-03-31
Filed2026-04-20
FANG
DIAMONDBACK ENERGY INC COM
189.80%
Shares5.4K
Event2026-03-31
Filed2026-04-20
GM
GENERAL MTRS CO COM
5.60%
Shares14.3K
Event2026-03-31
Filed2026-04-20
KMB
KIMBERLY-CLARK CORP
65.85%
Shares11.0K
Event2026-03-31
Filed2026-04-20
SEAGATE TECHNOLOGY HOLDINGS
SEAGATE TECHNOLOGY HOLDINGS
30.01%
Shares2.7K
Event2026-03-31
Filed2026-04-20
GLW
CORNING INC
2.99%
Shares7.7K
Event2026-03-31
Filed2026-04-20
MMC
MARSH & MCLENNAN COS
6.36%
Shares6.0K
Event2026-03-31
Filed2026-04-20
SRE
SEMPRA COM
6.75%
Shares10.7K
Event2026-03-31
Filed2026-04-20
DECK
DECKERS OUTDOOR CORP
3.62%
Shares10.3K
Event2026-03-31
Filed2026-04-20
CL
COLGATE-PALMOLIVE CO
10.56%
Shares11.9K
Event2026-03-31
Filed2026-04-20
THE CIGNA GROUP COM
THE CIGNA GROUP COM
19.31%
Shares3.8K
Event2026-03-31
Filed2026-04-20
ACWI
ISHARES MSCI ACWI ETF
0.00%
Shares7.3K
Event2026-03-31
Filed2026-04-20
EXC
EXELON CORP COM
42.98%
Shares20.6K
Event2026-03-31
Filed2026-04-20
ITA
ISHARES U.S. AEROSPACE & DEF
126.77%
Shares4.6K
Event2026-03-31
Filed2026-04-20
RMD
RESMED INC
3.53%
Shares4.5K
Event2026-03-31
Filed2026-04-20
ECL
ECOLAB INC
-6.76%
Shares3.8K
Event2026-03-31
Filed2026-04-20
SHEL
SHELL PLC SPON ADS
0.03%
Shares10.7K
Event2026-03-31
Filed2026-04-20
EQIX
EQUINIX INC COM
17.39%
Shares1.0K
Event2026-03-31
Filed2026-04-20
MET
METLIFE INC COM
22.16%
Shares13.9K
Event2026-03-31
Filed2026-04-20
SPG
SIMON PROPERTY GROUP INC
32.22%
Shares5.2K
Event2026-03-31
Filed2026-04-20
HSY
HERSHEY CO COM
7.71%
Shares4.7K
Event2026-03-31
Filed2026-04-20
WEX
WEX INC COM
2.01%
Shares6.3K
Event2026-03-31
Filed2026-04-20
O
REALTY INCOME CORP
9.09%
Shares15.7K
Event2026-03-31
Filed2026-04-20
VRTX
VERTEX PHARMACEUTICALS INC COM
24.21%
Shares2.1K
Event2026-03-31
Filed2026-04-20
LYB
LYONDELLBASELL INDU-CL A
17.36%
Shares11.6K
Event2026-03-31
Filed2026-04-20
YUM
YUM! BRANDS INC
-4.19%
Shares6.0K
Event2026-03-31
Filed2026-04-20
HDV
ISHARES CORE HIGH DIVIDEND E
55.10%
Shares6.9K
Event2026-03-31
Filed2026-04-20
SNPS
SYNOPSYS INC
46.80%
Shares2.3K
Event2026-03-31
Filed2026-04-20
CVS
CVS HEALTH CORP COM
24.02%
Shares12.9K
Event2026-03-31
Filed2026-04-20
WDC
WESTERN DIGITAL CORP
29.50%
Shares3.4K
Event2026-03-31
Filed2026-04-20
AZO
AUTOZONE INC
7.11%
Shares271
Event2026-03-31
Filed2026-04-20
VEU
VANGUARD FTSE ALL-WORLD EX-U
2.71%
Shares12.1K
Event2026-03-31
Filed2026-04-20
CENCORA INC
CENCORA INC
9.67%
Shares2.8K
Event2026-03-31
Filed2026-04-20
XLU
ST SR UTL SL SE SPDR ETF-USD
-38.42%
Shares19.3K
Event2026-03-31
Filed2026-04-20
SHOP
SHOPIFY INC - CLASS A
39.90%
Shares7.4K
Event2026-03-31
Filed2026-04-20
IWS
ISHARES RUSSELL MID-CAP VALU
28.55%
Shares5.9K
Event2026-03-31
Filed2026-04-20
BKR
BAKER HUGHES CO
2.72%
Shares14.1K
Event2026-03-31
Filed2026-04-20
FTI
TECHNIPFMC PLC
5.41%
Shares12.4K
Event2026-03-31
Filed2026-04-20
CRS
CARPENTER TECHNOLOGY
3.29%
Shares2.2K
Event2026-03-31
Filed2026-04-20
HLT
HILTON WORLDWIDE HLDGS INC COM
31.27%
Shares2.8K
Event2026-03-31
Filed2026-04-20
XEL
XCEL ENERGY INC
85.58%
Shares10.4K
Event2026-03-31
Filed2026-04-20
CAH
CARDINAL HEALTH INC COM
-4.50%
Shares3.9K
Event2026-03-31
Filed2026-04-20
DOW
DOW INC
-0.78%
Shares19.6K
Event2026-03-31
Filed2026-04-20
MCO
MOODYS CORP COM
34.67%
Shares1.9K
Event2026-03-31
Filed2026-04-20
RCL
ROYAL CARIBBEAN CRUISES LTD
-8.73%
Shares2.9K
Event2026-03-31
Filed2026-04-20
ZTS
ZOETIS INC
-5.90%
Shares6.8K
Event2026-03-31
Filed2026-04-20
KVUE
KENVUE INC COM
-22.68%
Shares46.4K
Event2026-03-31
Filed2026-04-20
AON PLC-CLASS A
AON PLC-CLASS A
24.32%
Shares2.5K
Event2026-03-31
Filed2026-04-20
SNDK
SANDISK CORP COM
New
Shares1.3K
Event2026-03-31
Filed2026-04-20
VMC
VULCAN MATLS CO COM
97.82%
Shares2.9K
Event2026-03-31
Filed2026-04-20
GNR
STATE STREET SPDR S&P GLOBAL
-20.34%
Shares10.4K
Event2026-03-31
Filed2026-04-20
WWD
WOODWARD INC COM
13.35%
Shares2.2K
Event2026-03-31
Filed2026-04-20
NVT
NVENT ELECTRIC PLC SHS
5.94%
Shares6.5K
Event2026-03-31
Filed2026-04-20
NUE
NUCOR CORP
20.26%
Shares4.5K
Event2026-03-31
Filed2026-04-20
IVW
ISHARES S&P 500 GROWTH ETF
42.47%
Shares6.8K
Event2026-03-31
Filed2026-04-20
CTAS
CINTAS CORP
19.66%
Shares4.5K
Event2026-03-31
Filed2026-04-20
EBAY
EBAY INC
24.33%
Shares8.3K
Event2026-03-31
Filed2026-04-20
AJG
GALLAGHER ARTHUR J & CO COM
27.94%
Shares3.5K
Event2026-03-31
Filed2026-04-20
ROST
ROSS STORES INC
18.54%
Shares3.5K
Event2026-03-31
Filed2026-04-20
FLEX
FLEX LTD ORD
34.76%
Shares11.4K
Event2026-03-31
Filed2026-04-20
STERIS PLC SHS USD
STERIS PLC SHS USD
2.68%
Shares3.3K
Event2026-03-31
Filed2026-04-20
SPDW
STE STR SPDR PT DW EU ETF
84.60%
Shares16.1K
Event2026-03-31
Filed2026-04-20
EA
ELECTRONIC ARTS INC COM
-1.32%
Shares3.6K
Event2026-03-31
Filed2026-04-20
SCHG
SCHWAB STRATEGIC TR US LCAP GR
New
Shares25.0K
Event2026-03-31
Filed2026-04-20
GWW
GRAINGER W W INC COM
7.05%
Shares668
Event2026-03-31
Filed2026-04-20
PRU
PRUDENTIAL FINANCIAL INC
-1.64%
Shares7.4K
Event2026-03-31
Filed2026-04-20
ATI
ATI INC COM
24.33%
Shares4.9K
Event2026-03-31
Filed2026-04-20
KR
KROGER CO
6.57%
Shares9.9K
Event2026-03-31
Filed2026-04-20
VBR
VANGUARD SMALL-CAP VALUE ETF
33.39%
Shares3.3K
Event2026-03-31
Filed2026-04-20
CSL
CARLISLE COS INC COM
1.37%
Shares2.1K
Event2026-03-31
Filed2026-04-20
VNQ
VANGUARD INDEX FDS REAL ESTATE
-42.51%
Shares8.0K
Event2026-03-31
Filed2026-04-20
KKR & CO INC
KKR & CO INC
4.65%
Shares7.6K
Event2026-03-31
Filed2026-04-20
DELL
DELL TECHNOLOGIES INC CL C
4.55%
Shares4.3K
Event2026-03-31
Filed2026-04-20
CRH PLC
CRH PLC
11.31%
Shares6.6K
Event2026-03-31
Filed2026-04-20
BKIE
BNY MELLON INTL EQTY ETF
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-20
MTZ
MASTEC INC COM
0.75%
Shares2.1K
Event2026-03-31
Filed2026-04-20
TDG
TRANSDIGM GROUP INC COM
29.57%
Shares596
Event2026-03-31
Filed2026-04-20
FTNT
FORTINET INC
21.76%
Shares8.4K
Event2026-03-31
Filed2026-04-20
PCAR
PACCAR INC
11.32%
Shares5.9K
Event2026-03-31
Filed2026-04-20
RGLD
ROYAL GOLD INC COM
-13.24%
Shares2.7K
Event2026-03-31
Filed2026-04-20
PYPL
PAYPAL HOLDINGS INC
-20.04%
Shares14.9K
Event2026-03-31
Filed2026-04-20
PSA
PUBLIC STORAGE OPER CO COM
11.98%
Shares2.5K
Event2026-03-31
Filed2026-04-20
VICI
VICI PROPERTIES INC
-40.52%
Shares24.6K
Event2026-03-31
Filed2026-04-20
TWLO
TWILIO INC - A
44.64%
Shares5.3K
Event2026-03-31
Filed2026-04-20
HOFT
HOOKER FURNITURE CORP
New
Shares51.7K
Event2026-03-31
Filed2026-04-20
URI
UNITED RENTALS INC
5.79%
Shares913
Event2026-03-31
Filed2026-04-20
IDXX
IDEXX LABORATORIES INC
32.17%
Shares1.2K
Event2026-03-31
Filed2026-04-20
ASML
ASML HOLDING N V N Y REGISTRY
58.23%
Shares500
Event2026-03-31
Filed2026-04-20
NXPI
NXP SEMICONDUCTORS NV
5.73%
Shares3.3K
Event2026-03-31
Filed2026-04-20
LITE
LUMENTUM HLDGS INC COM
-60.75%
Shares927
Event2026-03-31
Filed2026-04-20
TGT
TARGET CORP COM
-32.63%
Shares5.4K
Event2026-03-31
Filed2026-04-20
BURL
BURLINGTON STORES INC
28.31%
Shares2.0K
Event2026-03-31
Filed2026-04-20
RNR
RENAISSANCERE HLDGS LTD COM
2.88%
Shares2.2K
Event2026-03-31
Filed2026-04-20
WBD
WARNER BROS DISCOVERY INC
14.14%
Shares23.5K
Event2026-03-31
Filed2026-04-20
TDY
TELEDYNE TECHNOLOGIES INC
11.86%
Shares1.1K
Event2026-03-31
Filed2026-04-20
MIDD
MIDDLEBY CORP COM
2.63%
Shares4.8K
Event2026-03-31
Filed2026-04-20
CARR
CARRIER GLOBAL CORP
25.39%
Shares11.3K
Event2026-03-31
Filed2026-04-20
VOOG
VANGUARD S&P 500 GROWTH ETF
10.38%
Shares1.6K
Event2026-03-31
Filed2026-04-20
VRSK
VERISK ANALYTICS INC
8.37%
Shares3.3K
Event2026-03-31
Filed2026-04-20
NDAQ
NASDAQ INC
3.06%
Shares7.4K
Event2026-03-31
Filed2026-04-20
SFBS
SERVISFIRST BANCSHARES INC COM
1.21%
Shares8.6K
Event2026-03-31
Filed2026-04-20
RBC
RBC BEARINGS INC COM
20.35%
Shares1.2K
Event2026-03-31
Filed2026-04-20
WBS
WEBSTER FINL CORP COM
34.53%
Shares8.9K
Event2026-03-31
Filed2026-04-20
MLM
MARTIN MARIETTA MATERIALS
19.06%
Shares1.0K
Event2026-03-31
Filed2026-04-20
IR
INGERSOLL-RAND INC
-1.78%
Shares7.6K
Event2026-03-31
Filed2026-04-20
RB GLOBAL INC COM
RB GLOBAL INC COM
3.20%
Shares6.4K
Event2026-03-31
Filed2026-04-20
CLH
CLEAN HARBORS INC COM
2.86%
Shares2.1K
Event2026-03-31
Filed2026-04-20
LNG
CHENIERE ENERGY INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-20
FIX
COMFORT SYS USA INC COM
39.68%
Shares440
Event2026-03-31
Filed2026-04-20
OKE
ONEOK INC
-1.50%
Shares6.7K
Event2026-03-31
Filed2026-04-20
SCHC
SCHWAB STRATEGIC TR INTL SCEQT
-8.99%
Shares12.9K
Event2026-03-31
Filed2026-04-20
PSTG
EVERPURE INC-A
4.41%
Shares10.2K
Event2026-03-31
Filed2026-04-20
EWBC
EAST WEST BANCORP INC COM
35.10%
Shares5.6K
Event2026-03-31
Filed2026-04-20
SNX
TD SYNNEX CORPORATION COM
46.82%
Shares3.5K
Event2026-03-31
Filed2026-04-20
RS
RELIANCE INC COM
8.34%
Shares1.9K
Event2026-03-31
Filed2026-04-20
ITT INC COM
ITT INC COM
2.64%
Shares3.1K
Event2026-03-31
Filed2026-04-20
WSO
WATSCO INC COM
22.73%
Shares1.6K
Event2026-03-31
Filed2026-04-20
EXPD
EXPEDITORS INTL WASH INC
5.90%
Shares4.1K
Event2026-03-31
Filed2026-04-20
WEC ENERGY GROUP INC COM
WEC ENERGY GROUP INC COM
11.14%
Shares5.0K
Event2026-03-31
Filed2026-04-20
DAL
DELTA AIR LINES INC
-4.71%
Shares8.7K
Event2026-03-31
Filed2026-04-20
ABNB
AIRBNB INC COM CL A
18.45%
Shares4.5K
Event2026-03-31
Filed2026-04-20
WCC
WESCO INTL INC COM
49.61%
Shares2.1K
Event2026-03-31
Filed2026-04-20
LHX
L3HARRIS TECHNOLOGIES INC COM
20.65%
Shares1.6K
Event2026-03-31
Filed2026-04-20
HIG
HARTFORD INSURANCE GROUP INC
6.01%
Shares4.2K
Event2026-03-31
Filed2026-04-20
RGA
REINSURANCE GRP OF AMERICA INC
15.86%
Shares2.8K
Event2026-03-31
Filed2026-04-20
CBRE
CBRE GROUP INC - A
14.44%
Shares4.1K
Event2026-03-31
Filed2026-04-20
VOE
VANGUARD MID-CAP VALUE ETF
17.99%
Shares3.0K
Event2026-03-31
Filed2026-04-20
FHN
FIRST HORIZON CORPORATION COM
23.03%
Shares24.5K
Event2026-03-31
Filed2026-04-20
FN
FABRINET SHS
3.59%
Shares1.1K
Event2026-03-31
Filed2026-04-20
TRNO
TERRENO RLTY CORP COM
-19.89%
Shares9.1K
Event2026-03-31
Filed2026-04-20
SOLSTICE ADV MATERIALS INC
SOLSTICE ADV MATERIALS INC
-7.88%
Shares7.3K
Event2026-03-31
Filed2026-04-20
PAYX
PAYCHEX INC
-4.06%
Shares6.0K
Event2026-03-31
Filed2026-04-20
TLN
TALEN ENERGY CORP
40.95%
Shares1.7K
Event2026-03-31
Filed2026-04-20
XLY
SS CONSUMER DISC SELECT SECT
-66.69%
Shares5.0K
Event2026-03-31
Filed2026-04-20
ENSG
ENSIGN GROUP INC COM
40.60%
Shares2.7K
Event2026-03-31
Filed2026-04-20
BJ
BJS WHSL CLUB HLDGS INC COM
6.80%
Shares5.5K
Event2026-03-31
Filed2026-04-20
DLR
DIGITAL REALTY TRUST INC
12.93%
Shares3.0K
Event2026-03-31
Filed2026-04-20
JLL
JONES LANG LASALLE INC COM
11.52%
Shares1.8K
Event2026-03-31
Filed2026-04-20
GGG
GRACO INC COM
11.74%
Shares6.3K
Event2026-03-31
Filed2026-04-20
CCK
CROWN HLDGS INC COM
7.15%
Shares5.3K
Event2026-03-31
Filed2026-04-20
FNF
FIDELITY NATIONAL FINANCIAL IN
34.35%
Shares11.5K
Event2026-03-31
Filed2026-04-20
WCN
WASTE CONNECTIONS INC
18.42%
Shares3.3K
Event2026-03-31
Filed2026-04-20
XYL
XYLEM INC
21.88%
Shares4.4K
Event2026-03-31
Filed2026-04-20
EME
EMCOR GROUP INC COM
40.86%
Shares717
Event2026-03-31
Filed2026-04-20
ROP
ROPER TECHNOLOGIES INC COM
-1.25%
Shares1.5K
Event2026-03-31
Filed2026-04-20
F
FORD MOTOR CO
-4.41%
Shares45.7K
Event2026-03-31
Filed2026-04-20
MPWR
MONOLITHIC POWER SYSTEMS INC
23.33%
Shares481
Event2026-03-31
Filed2026-04-20
NULG
NUVEEN ESG LRG-CAP GRW ETF
-0.77%
Shares5.8K
Event2026-03-31
Filed2026-04-20
MLI
MUELLER INDS INC COM
3.82%
Shares4.7K
Event2026-03-31
Filed2026-04-20
STRL
STERLING CONSTRUCTION CO
9.46%
Shares1.3K
Event2026-03-31
Filed2026-04-20
NYT
NEW YORK TIMES CO CL A
18.79%
Shares6.2K
Event2026-03-31
Filed2026-04-20
ENTG
ENTEGRIS INC
10.57%
Shares4.5K
Event2026-03-31
Filed2026-04-20
RJF
RAYMOND JAMES FINL INC COM
11.19%
Shares3.6K
Event2026-03-31
Filed2026-04-20
APOLLO GLOBAL MGMT INC COM
APOLLO GLOBAL MGMT INC COM
12.48%
Shares4.6K
Event2026-03-31
Filed2026-04-20
MCHP
MICROCHIP TECHNOLOGY INC
67.80%
Shares8.0K
Event2026-03-31
Filed2026-04-20
TOL
TOLL BROTHERS INC COM
2.92%
Shares3.8K
Event2026-03-31
Filed2026-04-20
TPR
TAPESTRY INC COM
88.85%
Shares3.6K
Event2026-03-31
Filed2026-04-20
TTC
TORO CO COM
70.77%
Shares5.4K
Event2026-03-31
Filed2026-04-20
MSCI
MSCI INC
34.64%
Shares929
Event2026-03-31
Filed2026-04-20
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
16.55%
Shares10.9K
Event2026-03-31
Filed2026-04-20
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-1.05%
Shares4.3K
Event2026-03-31
Filed2026-04-20
LECO
LINCOLN ELEC HLDGS INC COM
3.85%
Shares2.0K
Event2026-03-31
Filed2026-04-20
RPM
RPM INTL INC COM
12.40%
Shares5.0K
Event2026-03-31
Filed2026-04-20
JBL
JABIL INC
68.90%
Shares1.9K
Event2026-03-31
Filed2026-04-20
IBKR
INTERACTIVE BROKERS GRO-CL A
-10.81%
Shares7.4K
Event2026-03-31
Filed2026-04-20
OVV
OVINTIV INC COM
5.04%
Shares8.3K
Event2026-03-31
Filed2026-04-20
COHERENT CORP COM
COHERENT CORP COM
-52.84%
Shares2.1K
Event2026-03-31
Filed2026-04-20
BTI
BRITISH AMERN TOB PLC SPONSORE
16.91%
Shares8.5K
Event2026-03-31
Filed2026-04-20
STT
STATE STREET CORP
14.07%
Shares3.9K
Event2026-03-31
Filed2026-04-20
DOV
DOVER CORP
22.84%
Shares2.4K
Event2026-03-31
Filed2026-04-20
TXRH
TEXAS ROADHOUSE INC COM
19.65%
Shares3.0K
Event2026-03-31
Filed2026-04-20
ROK
ROCKWELL AUTOMATION INC
11.24%
Shares1.4K
Event2026-03-31
Filed2026-04-20
SYY
SYSCO CORP
49.38%
Shares6.8K
Event2026-03-31
Filed2026-04-20
CIEN
CIENA CORP COM NEW
-74.09%
Shares1.3K
Event2026-03-31
Filed2026-04-20
AXON
AXON ENTERPRISE INC
9.22%
Shares1.1K
Event2026-03-31
Filed2026-04-20
TSCO
TRACTOR SUPPLY CO COM
-23.97%
Shares10.8K
Event2026-03-31
Filed2026-04-20
GXO
GXO LOGISTICS INC
0.72%
Shares9.3K
Event2026-03-31
Filed2026-04-20
PR
PERMIAN RESOURCES CORP-CL A
49.22%
Shares22.6K
Event2026-03-31
Filed2026-04-20
DAR
DARLING INGREDIENTS INC COM
2.91%
Shares7.8K
Event2026-03-31
Filed2026-04-20
CTRA
COTERRA ENERGY INC
36.96%
Shares13.7K
Event2026-03-31
Filed2026-04-20
IJS
ISHARES S&P SMALL-CAP 600 VA
-2.15%
Shares4.1K
Event2026-03-31
Filed2026-04-20
MKSI
MKS INC
4.14%
Shares2.1K
Event2026-03-31
Filed2026-04-20
OXY
OCCIDENTAL PETROLEUM CORP
17.06%
Shares7.3K
Event2026-03-31
Filed2026-04-20
KEYS
KEYSIGHT TECHNOLOGIES IN
20.01%
Shares1.7K
Event2026-03-31
Filed2026-04-20
AME
AMETEK INC
12.48%
Shares2.2K
Event2026-03-31
Filed2026-04-20
APG
API GROUP CORP COM STK
37.76%
Shares11.8K
Event2026-03-31
Filed2026-04-20
NBIX
NEUROCRINE BIOSCIENCES INC COM
13.72%
Shares3.6K
Event2026-03-31
Filed2026-04-20
ZION
ZIONS BANCORPORATION N A COM
40.75%
Shares8.1K
Event2026-03-31
Filed2026-04-20
VTR
VENTAS INC
4.82%
Shares5.7K
Event2026-03-31
Filed2026-04-20
ANNALY CAPITAL MANAGEMENT INC
ANNALY CAPITAL MANAGEMENT INC
46.52%
Shares21.9K
Event2026-03-31
Filed2026-04-20
VBK
VANGUARD SMALL-CAP GRWTH ETF
21.46%
Shares1.5K
Event2026-03-31
Filed2026-04-20
SYF
SYNCHRONY FINANCIAL
29.33%
Shares6.8K
Event2026-03-31
Filed2026-04-20
IP
INTERNATIONAL PAPER CO
36.07%
Shares13.0K
Event2026-03-31
Filed2026-04-20
DTM
DT MIDSTREAM INC COMMON STOCK
11.89%
Shares3.4K
Event2026-03-31
Filed2026-04-20
LEN
LENNAR CORP-A
-1.34%
Shares5.3K
Event2026-03-31
Filed2026-04-20
SPYM
STE STR SPDR PT S&P 500 ETF
32.50%
Shares6.0K
Event2026-03-31
Filed2026-04-20
DIA
SS SPDR DOW JONES INDUS AVG
36.03%
Shares993
Event2026-03-31
Filed2026-04-20
NXT
NEXTPOWER INC-CL A
4.76%
Shares3.8K
Event2026-03-31
Filed2026-04-20
EVR
EVERCORE INC CLASS A
24.57%
Shares1.5K
Event2026-03-31
Filed2026-04-20
ADM
ARCHER-DANIELS-MIDLAND CO
-4.61%
Shares6.3K
Event2026-03-31
Filed2026-04-20
HUBBELL INC COM
HUBBELL INC COM
21.73%
Shares930
Event2026-03-31
Filed2026-04-20
AA
ALCOA CORP COM
2.12%
Shares6.9K
Event2026-03-31
Filed2026-04-20
EW
EDWARDS LIFESCIENCES CORP
12.63%
Shares5.7K
Event2026-03-31
Filed2026-04-20
PINNACLE FINANCIAL PARTNERS
PINNACLE FINANCIAL PARTNERS
120.70%
Shares5.3K
Event2026-03-31
Filed2026-04-20
SGI
SOMNIGROUP INTERNATIONAL INC
4.19%
Shares6.1K
Event2026-03-31
Filed2026-04-20
DKS
DICKS SPORTING GOODS INC COM
2.42%
Shares2.3K
Event2026-03-31
Filed2026-04-20
DG
DOLLAR GEN CORP NEW COM
82.47%
Shares3.8K
Event2026-03-31
Filed2026-04-20
ET
ENERGY TRANSFER LP
0.48%
Shares23.3K
Event2026-03-31
Filed2026-04-20
UNM
UNUM GROUP COM
5.09%
Shares6.1K
Event2026-03-31
Filed2026-04-20
PFGC
PERFORMANCE FOOD GROUP CO
1.00%
Shares5.2K
Event2026-03-31
Filed2026-04-20
CMG
CHIPOTLE MEXICAN GRILL INC COM
-18.50%
Shares13.9K
Event2026-03-31
Filed2026-04-20
TER
TERADYNE INC
-14.50%
Shares1.5K
Event2026-03-31
Filed2026-04-20
FITB
FIFTH THIRD BANCORP
32.35%
Shares9.5K
Event2026-03-31
Filed2026-04-20
WPC
WP CAREY INC COM
-17.38%
Shares6.5K
Event2026-03-31
Filed2026-04-20
STLD
STEEL DYNAMICS INC
0.91%
Shares2.4K
Event2026-03-31
Filed2026-04-20
HOOD
ROBINHOOD MKTS INC COM CL A
14.28%
Shares6.3K
Event2026-03-31
Filed2026-04-20
PEN
PENUMBRA INC COM
7.95%
Shares1.3K
Event2026-03-31
Filed2026-04-20
PEG
PUBLIC SERVICE ENTERPRISE GP
9.20%
Shares5.4K
Event2026-03-31
Filed2026-04-20
SF
STIFEL FINL CORP COM
66.16%
Shares5.9K
Event2026-03-31
Filed2026-04-20
TTEK
TETRA TECH INC NEW COM
67.53%
Shares14.4K
Event2026-03-31
Filed2026-04-20
ED
CONSOLIDATED EDISON INC
8.81%
Shares3.8K
Event2026-03-31
Filed2026-04-20
PHM
PULTEGROUP INC
-3.41%
Shares3.7K
Event2026-03-31
Filed2026-04-20
KDP
KEURIG DR PEPPER INC COM
41.13%
Shares16.4K
Event2026-03-31
Filed2026-04-20
DDOG
DATADOG INC CL A COM
43.50%
Shares3.6K
Event2026-03-31
Filed2026-04-20
CROWN CASTLE INC COM
CROWN CASTLE INC COM
17.86%
Shares5.3K
Event2026-03-31
Filed2026-04-20
MUSA
MURPHY USA INC COM
2.98%
Shares864
Event2026-03-31
Filed2026-04-20
KTOS
KRATOS DEFENSE & SECURITY
3.52%
Shares6.0K
Event2026-03-31
Filed2026-04-20
DASH
DOORDASH INC - A
11.45%
Shares2.8K
Event2026-03-31
Filed2026-04-20
DOC
HEALTHPEAK PROPERTIES INC
13.31%
Shares25.4K
Event2026-03-31
Filed2026-04-20
ACGL
ARCH CAPITAL GROUP LTD
8.85%
Shares4.3K
Event2026-03-31
Filed2026-04-20
LYV
LIVE NATION ENTERTAINMENT IN
-5.00%
Shares2.7K
Event2026-03-31
Filed2026-04-20
LSCC
LATTICE SEMICONDUCTOR CORP COM
4.56%
Shares4.4K
Event2026-03-31
Filed2026-04-20
SCI
SERVICE CORP INTL COM
4.50%
Shares4.9K
Event2026-03-31
Filed2026-04-20
FIVE
FIVE BELOW INC COM
4.45%
Shares1.8K
Event2026-03-31
Filed2026-04-20
TOTALENERGIES SE
TOTALENERGIES SE
23.28%
Shares4.4K
Event2026-03-31
Filed2026-04-20
AR
ANTERO RESOURCES CORP
4.34%
Shares9.4K
Event2026-03-31
Filed2026-04-20
TRU
TRANSUNION
7.35%
Shares5.7K
Event2026-03-31
Filed2026-04-20
MTSI
MACOM TECH SOLUTIONS HLDGS INC
6.82%
Shares1.8K
Event2026-03-31
Filed2026-04-20
OTTR
OTTER TAIL CORP COM
1.28%
Shares4.5K
Event2026-03-31
Filed2026-04-20
VDE
VANGUARD ENERGY ETF
-4.78%
Shares2.3K
Event2026-03-31
Filed2026-04-20
CMS
CMS ENERGY CORP
-1.45%
Shares5.1K
Event2026-03-31
Filed2026-04-20
EIX
EDISON INTL COM
8.06%
Shares5.4K
Event2026-03-31
Filed2026-04-20

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available