Sponsored
The Analysis of First Command Advisory Services, Inc.'s Holdings & P&L
Currently, First Command Advisory Services, Inc. holds 1152 types of securities in its portfolio with a total value $14.8B. In the most recent quarter, they have increased their positions in DFAI (+14.9M shares, valued at $581.0M), DYNF (+6.6M shares, valued at $383.0M), AVES (+1.8M shares, valued at $106.6M); decreased their positions in IVV (-565.3K shares, valued at $369.3M), EWJ (-585.3K shares, valued at $49.4M), N/A (-71.2K shares, valued at $6.3M); initiated new positions in DFAI (+14.9M shares, valued at $581.0M), AVES (+1.8M shares, valued at $106.6M), MGNR (+25.5K shares, valued at $1.3M).
1M P&L
+696.1M+4.38%
3M P&L
+484.5M+3.01%
HY P&L
+1.4B+9.16%
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/A14.6B
99.0%
2Consumer Electronics12.3M
0.1%
3Oil & Gas Integrated12.2M
0.1%
Top Industries by Stock Count
1N/A322 stocks
32.9%
2Software - Application32 stocks
3.3%
3Banks - Regional30 stocks
3.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Invesco S&P 500 Low Volatility ETF Invesco S&P 500 Low Volatility ETF9.5K shares0.00%2026-03-312026-05-07
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF648 shares0.00%2026-03-312026-05-07
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Bluerock Private Real Estate Fund Bluerock Private Real Estate Fund3.8K shares55.80%2026-03-312026-05-07
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FDL First Tr Morningstar Dividend Leaders Index Fund Trust Div Ldrs ETF974 shares12.21%2026-03-312026-05-07
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Qnity Electronics Inc Ordinary Shares Qnity Electronics Inc Ordinary Shares398 sharesnew addition2026-03-312026-05-07
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China Construction Bank Corp China Construction Bank Corp1.8K sharesnew addition2026-03-312026-05-07
Singapore Telecommunications Ltd Singapore Telecommunications Ltd970 sharesnew addition2026-03-312026-05-07
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Engie American Depositary Receipts Sponsored Engie American Depositary Receipts Sponsored1.1K sharesnew addition2026-03-312026-05-07
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Solstice Advanced Materials Inc Solstice Advanced Materials Inc376 sharesnew addition2026-03-312026-05-07
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Industrial And Commercial Bank Of China Ltd Industrial And Commercial Bank Of China Ltd1.5K sharesnew addition2026-03-312026-05-07
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IVV
-6.08%iShares Core S&P 500 ETF
Shares8.7M
Event2026-03-31
Filed2026-05-07
DYNF
29.08%iShares U.S. Equity Factor Rotation Active ETF
Shares29.2M
Event2026-03-31
Filed2026-05-07
QQQM
0.35%Invesco NASDAQ 100 ETF
Shares4.8M
Event2026-03-31
Filed2026-05-07
IJH
0.82%iShares Core S&P Mid-Cap ETF
Shares15.8M
Event2026-03-31
Filed2026-05-07
IJR
0.67%iShares Core S&P Small-Cap ETF
Shares6.5M
Event2026-03-31
Filed2026-05-07
DFAI
NewDimensional International Cr Eq Mkt ETF
Shares14.9M
Event2026-03-31
Filed2026-05-07
IWP
2.91%iShares Russell Midcap Growth ETF
Shares4.0M
Event2026-03-31
Filed2026-05-07
GNR
-1.45%SPDR S&P Global Natural Resources ETF
Shares5.3M
Event2026-03-31
Filed2026-05-07
EWJ
-11.72%iShares MSCI Japan ETF
Shares4.4M
Event2026-03-31
Filed2026-05-07
SPYM
22.49%State Street SPDR Port S&P 500 ETF
Shares4.3M
Event2026-03-31
Filed2026-05-07
IEFA
-0.25%iShares Core MSCI EAFE ETF
Shares2.6M
Event2026-03-31
Filed2026-05-07
VO
-0.99%Vanguard Mid-Cap ETF
Shares561.6K
Event2026-03-31
Filed2026-05-07
IUSB
15.30%iShares Core Universal USD Bond ETF
Shares3.1M
Event2026-03-31
Filed2026-05-07
IDEV
2.31%iShares Core MSCI Intl Dev Mkts ETF
Shares1.7M
Event2026-03-31
Filed2026-05-07
DEXC
-3.20%Dimensional Em Mkts ex China Cr Eq ETF
Shares1.8M
Event2026-03-31
Filed2026-05-07
SPMD
14.91%SPDR Portfolio S&P 400 Mid Cap ETF
Shares1.8M
Event2026-03-31
Filed2026-05-07
SPHQ
-1.97%Invesco S&P 500 Quality ETF
Shares1.4M
Event2026-03-31
Filed2026-05-07
DGRO
0.42%iShares Core Dividend Growth ETF
Shares1.5M
Event2026-03-31
Filed2026-05-07
AVES
NewAvantis Emerging Markets Value ETF
Shares1.8M
Event2026-03-31
Filed2026-05-07
iShares Gold Trust ETF
-6.47%iShares Gold Trust ETF
Shares1.0M
Event2026-03-31
Filed2026-05-07
DFAS
-3.35%Dimensional US Small Cap ETF
Shares1.1M
Event2026-03-31
Filed2026-05-07
SPYG
-1.15%SPDR Portfolio S&P 500 Growth ETF
Shares714.2K
Event2026-03-31
Filed2026-05-07
IEMG
97.22%iShares Core MSCI Emerging Markets ETF
Shares942.0K
Event2026-03-31
Filed2026-05-07
VGSH
-2.57%Vanguard Short-Term Treasury ETF
Shares1.1M
Event2026-03-31
Filed2026-05-07
VB
-2.21%Vanguard Small-Cap ETF
Shares195.2K
Event2026-03-31
Filed2026-05-07
VNQ
-5.06%Vanguard Real Estate ETF
Shares570.8K
Event2026-03-31
Filed2026-05-07
SPYD
-3.68%SPDR Portfolio S&P 500 High Div ETF
Shares867.3K
Event2026-03-31
Filed2026-05-07
SCHD
1.84%Schwab US Dividend Equity ETF
Shares1.2M
Event2026-03-31
Filed2026-05-07
SPSM
13.67%SPDR Portfolio S&P 600 Sm Cap ETF
Shares738.8K
Event2026-03-31
Filed2026-05-07
SPSB
14.93%SPDR Portfolio Short Term Corp Bd ETF
Shares1.1M
Event2026-03-31
Filed2026-05-07
USHY
15.14%iShares Broad USD High Yield Corporate Bond ETF
Shares817.1K
Event2026-03-31
Filed2026-05-07
DFAT
-1.21%Dimensional US Targeted Value ETF
Shares479.4K
Event2026-03-31
Filed2026-05-07
EMB
14.76%iShares JP Morgan USD Emerging Markets Bond ETF
Shares271.8K
Event2026-03-31
Filed2026-05-07
DFIV
0.71%Dimensional International Value ETF
Shares483.2K
Event2026-03-31
Filed2026-05-07
INTF
-16.42%iShares International Equity Factor ETF
Shares587.2K
Event2026-03-31
Filed2026-05-07
OMFS
-0.72%Invesco Russell 2000 Dynamic Mltfct ETF
Shares475.1K
Event2026-03-31
Filed2026-05-07
Vanguard 500 Index Fund ETF
2.63%Vanguard 500 Index Fund ETF
Shares35.5K
Event2026-03-31
Filed2026-05-07
TBLL
6.38%Invesco Short Term Treasury ETF
Shares149.7K
Event2026-03-31
Filed2026-05-07
AAPL
-0.32%Apple Inc
Shares48.5K
Event2026-03-31
Filed2026-05-07
MSFT
2.75%Microsoft Corp
Shares25.9K
Event2026-03-31
Filed2026-05-07
IXUS
18.89%iShares Core MSCI Total Intl Stk ETF
Shares91.2K
Event2026-03-31
Filed2026-05-07
XOM
-4.28%Exxon Mobil Corp
Shares40.5K
Event2026-03-31
Filed2026-05-07
Berkshire Hathaway Inc B
0.80%Berkshire Hathaway Inc B
Shares12.8K
Event2026-03-31
Filed2026-05-07
GSLC
-6.59%Goldman Sachs ActiveBeta US LgCp Eq ETF
Shares48.7K
Event2026-03-31
Filed2026-05-07
VTI
73.90%Vanguard Total Stock Market ETF
Shares18.3K
Event2026-03-31
Filed2026-05-07
NVDA
2.72%NVIDIA Corp
Shares31.5K
Event2026-03-31
Filed2026-05-07
AMZN
2.47%Amazon.com Inc
Shares26.2K
Event2026-03-31
Filed2026-05-07
CVX
0.64%Chevron Corp
Shares23.8K
Event2026-03-31
Filed2026-05-07
NOC
-0.93%Northrop Grumman Corp
Shares5.9K
Event2026-03-31
Filed2026-05-07
JPM
3.85%JPMorgan Chase & Co
Shares11.6K
Event2026-03-31
Filed2026-05-07
LMT
-4.18%Lockheed Martin Corp
Shares5.6K
Event2026-03-31
Filed2026-05-07
Alphabet Inc C
4.47%Alphabet Inc C
Shares11.8K
Event2026-03-31
Filed2026-05-07
JNJ
-4.87%Johnson & Johnson
Shares13.7K
Event2026-03-31
Filed2026-05-07
PG
-9.30%Procter & Gamble Co
Shares20.6K
Event2026-03-31
Filed2026-05-07
SLV
-0.24%iShares Silver Trust ETF
Shares41.6K
Event2026-03-31
Filed2026-05-07
WMT
-0.02%Wal-Mart Stores Inc
Shares22.1K
Event2026-03-31
Filed2026-05-07
Alphabet Inc A
8.66%Alphabet Inc A
Shares9.1K
Event2026-03-31
Filed2026-05-07
VIG
-7.65%Vanguard Dividend Appreciation ETF
Shares12.1K
Event2026-03-31
Filed2026-05-07
LLY
5.57%Eli Lilly and Co
Shares2.5K
Event2026-03-31
Filed2026-05-07
HD
2.52%The Home Depot Inc
Shares6.1K
Event2026-03-31
Filed2026-05-07
RTX
-3.63%RTX CORP
Shares10.0K
Event2026-03-31
Filed2026-05-07
CAT
2.49%Caterpillar Inc
Shares2.7K
Event2026-03-31
Filed2026-05-07
META
12.08%Meta Platforms Inc Class A
Shares3.3K
Event2026-03-31
Filed2026-05-07
IVW
0.00%iShares S&P 500 Growth ETF
Shares16.7K
Event2026-03-31
Filed2026-05-07
DFGR
372.16%Dimensional Global Real Estate ETF
Shares66.9K
Event2026-03-31
Filed2026-05-07
CSCO
3.63%Cisco Systems Inc
Shares22.8K
Event2026-03-31
Filed2026-05-07
V
1.98%Visa Inc Class A
Shares5.8K
Event2026-03-31
Filed2026-05-07
MCD
3.15%McDonald's Corp
Shares5.5K
Event2026-03-31
Filed2026-05-07
UNP
3.62%Union Pacific Corp
Shares6.9K
Event2026-03-31
Filed2026-05-07
SPY
-1.68%State Street SPDR S&P 500 ETF Trust
Shares2.3K
Event2026-03-31
Filed2026-05-07
COST
3.06%Costco Wholesale Corp
Shares1.5K
Event2026-03-31
Filed2026-05-07
AXP
2.32%American Express Co
Shares4.7K
Event2026-03-31
Filed2026-05-07
LHX
3.97%L3Harris Technologies Inc
Shares4.0K
Event2026-03-31
Filed2026-05-07
KO
1.29%Coca-Cola Co
Shares18.1K
Event2026-03-31
Filed2026-05-07
Merck & Co Inc
5.96%Merck & Co Inc
Shares11.3K
Event2026-03-31
Filed2026-05-07
ABBV
-17.58%AbbVie Inc
Shares6.1K
Event2026-03-31
Filed2026-05-07
MGNR
NewAmerican Beacon GLG Natrl Res ETF
Shares25.5K
Event2026-03-31
Filed2026-05-07
BA
-1.02%Boeing Co
Shares6.4K
Event2026-03-31
Filed2026-05-07
CSX
0.81%CSX Corp
Shares30.0K
Event2026-03-31
Filed2026-05-07
T
-4.24%AT&T Inc
Shares42.3K
Event2026-03-31
Filed2026-05-07
PEP
0.04%PepsiCo Inc
Shares7.8K
Event2026-03-31
Filed2026-05-07
Broadcom Inc Com
35.35%Broadcom Inc Com
Shares3.9K
Event2026-03-31
Filed2026-05-07
Duke Energy Corp
2.42%Duke Energy Corp
Shares8.4K
Event2026-03-31
Filed2026-05-07
VXUS
-18.54%Vanguard Total International Stock ETF
Shares14.3K
Event2026-03-31
Filed2026-05-07
CMI
3.48%Cummins Inc
Shares2.0K
Event2026-03-31
Filed2026-05-07
NFLX
11.04%Netflix Inc
Shares11.0K
Event2026-03-31
Filed2026-05-07
Invesco QQQ Trust
-0.50%Invesco QQQ Trust
Shares1.8K
Event2026-03-31
Filed2026-05-07
BSCQ
5.05%Invesco BulletShares 2026 Corporate Bond ETF
Shares51.8K
Event2026-03-31
Filed2026-05-07
VUG
-17.97%Vanguard Growth ETF
Shares2.3K
Event2026-03-31
Filed2026-05-07
BSCR
7.46%Invesco BulletShares 2027 Corporate Bond ETF
Shares51.1K
Event2026-03-31
Filed2026-05-07
ABT
-4.75%Abbott Laboratories
Shares9.7K
Event2026-03-31
Filed2026-05-07
GE Aerospace
-1.67%GE Aerospace
Shares3.5K
Event2026-03-31
Filed2026-05-07
TSLA
11.07%Tesla Motors Inc
Shares2.7K
Event2026-03-31
Filed2026-05-07
ORCL
3.03%Oracle Corp
Shares6.5K
Event2026-03-31
Filed2026-05-07
BAH
-7.04%Booz Allen Hamilton Holding Corp
Shares11.7K
Event2026-03-31
Filed2026-05-07
NEE
0.62%Nextera Energy Inc
Shares9.5K
Event2026-03-31
Filed2026-05-07
IVE
0.00%iShares S&P 500 Value ETF
Shares4.2K
Event2026-03-31
Filed2026-05-07
BAC
-8.47%Bank of America Corporation
Shares17.5K
Event2026-03-31
Filed2026-05-07
IBM
0.35%International Business Machines Corp
Shares3.5K
Event2026-03-31
Filed2026-05-07
GEV
-7.34%GE Vernova Inc
Shares959
Event2026-03-31
Filed2026-05-07
HSY
1.15%The Hershey Co
Shares4.0K
Event2026-03-31
Filed2026-05-07
BSCS
8.66%Invesco BulletShares 2028 Corporate Bond ETF
Shares40.4K
Event2026-03-31
Filed2026-05-07
LUV
0.12%Southwest Airlines Co
Shares21.4K
Event2026-03-31
Filed2026-05-07
XLE
0.71%SPDR Energy Select Sector ETF
Shares13.0K
Event2026-03-31
Filed2026-05-07
BSCU
9.56%Invesco BulletShares 2030 Corporate Bond ETF
Shares47.0K
Event2026-03-31
Filed2026-05-07
AMGN
2.84%Amgen Inc
Shares2.2K
Event2026-03-31
Filed2026-05-07
BSCT
9.29%Invesco BulletShares 2029 Corporate Bond ETF
Shares41.5K
Event2026-03-31
Filed2026-05-07
VZ
5.11%Verizon Communications Inc
Shares15.3K
Event2026-03-31
Filed2026-05-07
VYM
11.42%Vanguard High Dividend Yield ETF
Shares5.1K
Event2026-03-31
Filed2026-05-07
CEG
0.88%Constellation Energy Corp. COM
Shares2.6K
Event2026-03-31
Filed2026-05-07
General Dynamics Corp
8.46%General Dynamics Corp
Shares2.1K
Event2026-03-31
Filed2026-05-07
SO
4.04%Southern Co
Shares7.2K
Event2026-03-31
Filed2026-05-07
Invesco S&P 500 Low Volatility ETF
0.00%Invesco S&P 500 Low Volatility ETF
Shares9.5K
Event2026-03-31
Filed2026-05-07
IWF
0.00%iShares Russell 1000 Growth ETF
Shares1.6K
Event2026-03-31
Filed2026-05-07
ATGE
0.00%Covista Inc
Shares5.9K
Event2026-03-31
Filed2026-05-07
LDOS
-1.66%Leidos
Shares4.3K
Event2026-03-31
Filed2026-05-07
BND
NewVanguard Total Bond Market ETF
Shares9.0K
Event2026-03-31
Filed2026-05-07
ITA
4971.19%iShares US Aerospace & Defense ETF
Shares3.0K
Event2026-03-31
Filed2026-05-07
LOW
-6.41%Lowe's Companies Inc
Shares2.8K
Event2026-03-31
Filed2026-05-07
BSMR
37.25%Invesco BulletShares 2027 Municipal Bond ETF
Shares27.5K
Event2026-03-31
Filed2026-05-07
DIS
6.19%Walt Disney Co
Shares6.6K
Event2026-03-31
Filed2026-05-07
MA
-3.16%Mastercard Inc A
Shares1.3K
Event2026-03-31
Filed2026-05-07
BSMQ
-42.12%Invesco BulletShares 2026 Municipal Bond ETF
Shares26.2K
Event2026-03-31
Filed2026-05-07
INTC
4.63%Intel Corp
Shares13.6K
Event2026-03-31
Filed2026-05-07
SHOP
0.00%Shopify Inc A
Shares5.0K
Event2026-03-31
Filed2026-05-07
ADI
5.69%Analog Devices Inc
Shares1.9K
Event2026-03-31
Filed2026-05-07
ADP
2.38%Automatic Data Processing Inc
Shares2.8K
Event2026-03-31
Filed2026-05-07
SLB
4.39%Schlumberger Ltd
Shares11.2K
Event2026-03-31
Filed2026-05-07
SUSA
-0.37%iShares MSCI USA ESG Select ETF
Shares4.3K
Event2026-03-31
Filed2026-05-07
XLK
-6.91%The Technology Select Sector SPDR ETF
Shares4.2K
Event2026-03-31
Filed2026-05-07
IJJ
-5.36%iShares S&P Mid-Cap 400 Value ETF
Shares4.2K
Event2026-03-31
Filed2026-05-07
LNG
-0.05%Cheniere Energy Inc
Shares1.9K
Event2026-03-31
Filed2026-05-07
GS
10.41%Goldman Sachs Group Inc
Shares647
Event2026-03-31
Filed2026-05-07
FVD
-15.07%First Trust Value Line Dividend ETF
Shares11.6K
Event2026-03-31
Filed2026-05-07
TXN
5.86%Texas Instruments Inc
Shares2.7K
Event2026-03-31
Filed2026-05-07
FDX
0.00%FedEx Corp
Shares1.5K
Event2026-03-31
Filed2026-05-07
WFC
11.52%Wells Fargo & Co
Shares6.6K
Event2026-03-31
Filed2026-05-07
CL
0.00%Colgate-Palmolive Co.
Shares6.0K
Event2026-03-31
Filed2026-05-07
D
21.10%Dominion Resources Inc
Shares8.0K
Event2026-03-31
Filed2026-05-07
AMAT
16.15%Applied Materials Inc
Shares1.4K
Event2026-03-31
Filed2026-05-07
NUE
0.77%Nucor Corp
Shares2.9K
Event2026-03-31
Filed2026-05-07
SBUX
4.04%Starbucks Corp
Shares5.4K
Event2026-03-31
Filed2026-05-07
HBT
NewHBT Financial
Shares17.8K
Event2026-03-31
Filed2026-05-07
Lam Research Corp
12.43%Lam Research Corp
Shares2.1K
Event2026-03-31
Filed2026-05-07
BSMS
63.16%Invesco BulletShares 2028 Municipal Bond ETF
Shares19.4K
Event2026-03-31
Filed2026-05-07
CMCSA
5.53%Comcast Corp Class A
Shares14.3K
Event2026-03-31
Filed2026-05-07
UNH
9.57%UnitedHealth Group Inc
Shares1.4K
Event2026-03-31
Filed2026-05-07
DIVI
NewFranklin Intl Core Div Tlt Idx ETF
Shares9.6K
Event2026-03-31
Filed2026-05-07
DE
1.20%Deere & Co
Shares672
Event2026-03-31
Filed2026-05-07
HON
9.64%Honeywell International Inc
Shares1.6K
Event2026-03-31
Filed2026-05-07
APD
-0.55%Air Products & Chemicals Inc
Shares1.3K
Event2026-03-31
Filed2026-05-07
AFL
0.00%AFLAC Inc
Shares3.3K
Event2026-03-31
Filed2026-05-07
IWD
0.61%iShares Russell 1000 Value ETF
Shares1.7K
Event2026-03-31
Filed2026-05-07
Eaton Corp PLC
10.54%Eaton Corp PLC
Shares954
Event2026-03-31
Filed2026-05-07
DFAE
-5.83%Dimensional Emerging Core Equity Market ETF
Shares10.0K
Event2026-03-31
Filed2026-05-07
TMO
0.74%Thermo Fisher Scientific Inc
Shares680
Event2026-03-31
Filed2026-05-07
GPN
0.96%Global Payments Inc.
Shares4.8K
Event2026-03-31
Filed2026-05-07
BSMT
124.95%Invesco BulletShares 2029 Municipal Bond ETF
Shares13.7K
Event2026-03-31
Filed2026-05-07
XLI
0.00%SPDR Industrial Select Sector ETF
Shares1.9K
Event2026-03-31
Filed2026-05-07
QCOM
3.08%QUALCOMM Inc
Shares2.4K
Event2026-03-31
Filed2026-05-07
NKE
3.07%Nike Inc B
Shares5.6K
Event2026-03-31
Filed2026-05-07
PNC
-11.06%PNC Financial Services Group Inc
Shares1.4K
Event2026-03-31
Filed2026-05-07
COP
11.51%ConocoPhillips
Shares2.2K
Event2026-03-31
Filed2026-05-07
PM
14.29%Philip Morris International Inc
Shares1.7K
Event2026-03-31
Filed2026-05-07
EZPW
NewEZCORP Inc
Shares11.1K
Event2026-03-31
Filed2026-05-07
KMB
9.68%Kimberly-Clark Corp
Shares2.9K
Event2026-03-31
Filed2026-05-07
CACI
0.00%CACI International Inc Class A
Shares499
Event2026-03-31
Filed2026-05-07
EXC
8.00%Exelon Corp
Shares5.5K
Event2026-03-31
Filed2026-05-07
CAH
2.39%Cardinal Health Inc
Shares1.2K
Event2026-03-31
Filed2026-05-07
MKC
0.00%McCormick & Co Inc
Shares5.1K
Event2026-03-31
Filed2026-05-07
ROST
18.80%Ross Stores Inc
Shares1.2K
Event2026-03-31
Filed2026-05-07
BSCX
-0.82%Invesco BulletShares 2033 Corporate Bond ETF
Shares12.1K
Event2026-03-31
Filed2026-05-07
GLW
7.34%Corning Inc
Shares1.9K
Event2026-03-31
Filed2026-05-07
PFE
7.32%Pfizer Inc
Shares9.0K
Event2026-03-31
Filed2026-05-07
XLV
-13.45%The Health Care Select Sector SPDR ETF
Shares1.7K
Event2026-03-31
Filed2026-05-07
RCL
14.27%Royal Caribbean Group
Shares905
Event2026-03-31
Filed2026-05-07
OMFL
-2.35%Invesco Russell 1000 Dynamic Multifactor ETF
Shares4.1K
Event2026-03-31
Filed2026-05-07
SHEL
81.29%Shell PLC
Shares2.5K
Event2026-03-31
Filed2026-05-07
MCK
0.00%McKesson Corp.
Shares271
Event2026-03-31
Filed2026-05-07
IDV
-3.02%iShares International Select Dividend ETF
Shares5.3K
Event2026-03-31
Filed2026-05-07
BSCV
2.16%Invesco BulletShares 2031 Corporate Bond ETF
Shares13.6K
Event2026-03-31
Filed2026-05-07
STIP
2.68%iShares 0-5 Year TIPS Bond ETF
Shares2.1K
Event2026-03-31
Filed2026-05-07
PSN
0.00%Parsons Corp
Shares4.1K
Event2026-03-31
Filed2026-05-07
Citigroup Inc
12.41%Citigroup Inc
Shares1.9K
Event2026-03-31
Filed2026-05-07
Wecenergy Group Inc
1.28%Wecenergy Group Inc
Shares1.9K
Event2026-03-31
Filed2026-05-07
COF
11.81%Capital One Financial Corp
Shares1.2K
Event2026-03-31
Filed2026-05-07
BSCY
2.12%Invesco BulletShares 2034 Corporate Bond ETF
Shares10.3K
Event2026-03-31
Filed2026-05-07
IWV
-2.38%iShares Russell 3000 ETF
Shares574
Event2026-03-31
Filed2026-05-07
AMKR
0.00%Amkor Technology Inc
Shares4.7K
Event2026-03-31
Filed2026-05-07
STZ
0.44%Constellation Brands Inc
Shares1.4K
Event2026-03-31
Filed2026-05-07
DHR
-1.27%Danaher Corp
Shares1.1K
Event2026-03-31
Filed2026-05-07
VTV
1.94%Vanguard Value ETF
Shares1.1K
Event2026-03-31
Filed2026-05-07
IWS
0.00%iShares Russell Midcap Value ETF
Shares1.4K
Event2026-03-31
Filed2026-05-07
VLO
13.66%Valero Energy Corp
Shares832
Event2026-03-31
Filed2026-05-07
ROK
1.08%Rockwell Automation Inc
Shares562
Event2026-03-31
Filed2026-05-07
NSC
0.59%Norfolk Southern Corp
Shares682
Event2026-03-31
Filed2026-05-07
SCHB
0.00%Schwab US Broad Market ETF
Shares7.7K
Event2026-03-31
Filed2026-05-07
BSCW
-1.10%Invesco BulletShares 2032 Corporate Bond ETF
Shares9.4K
Event2026-03-31
Filed2026-05-07
WM
16.19%Waste Management Inc
Shares818
Event2026-03-31
Filed2026-05-07
BMY
21.09%Bristol-Myers Squibb Company
Shares3.0K
Event2026-03-31
Filed2026-05-07
RWJ
2.55%Invesco S&P SmallCap 600 Revenue ETF
Shares3.7K
Event2026-03-31
Filed2026-05-07
MU
51.30%Micron Technology Inc
Shares525
Event2026-03-31
Filed2026-05-07
AMD
32.66%Advanced Micro Devices Inc
Shares853
Event2026-03-31
Filed2026-05-07
SLYG
0.00%SPDR S&P 600 Small Cap Growth ETF
Shares1.8K
Event2026-03-31
Filed2026-05-07
COKE
-18.60%Coca Cola Bottling Co. Consolidated
Shares875
Event2026-03-31
Filed2026-05-07
WTAI
0.00%WisdomTree Artfcl Intllgnc & Innvt ETF
Shares5.9K
Event2026-03-31
Filed2026-05-07
XMMO
6.98%Invesco S&P MidCap Momentum ETF
Shares1.1K
Event2026-03-31
Filed2026-05-07
NVS
720.77%Novartis Ag
Shares1.1K
Event2026-03-31
Filed2026-05-07
SYK
16.55%Stryker Corp
Shares493
Event2026-03-31
Filed2026-05-07
Roche Holding AG ADR
NewRoche Holding AG ADR
Shares3.2K
Event2026-03-31
Filed2026-05-07
CAMT
NewCamtek Ltd
Shares1.1K
Event2026-03-31
Filed2026-05-07
The Cigna Group
0.00%The Cigna Group
Shares596
Event2026-03-31
Filed2026-05-07
MCHP
4.87%Microchip Technology Inc
Shares2.4K
Event2026-03-31
Filed2026-05-07
F
28.35%Ford Motor Co
Shares13.5K
Event2026-03-31
Filed2026-05-07
CRM
17.59%Salesforce Inc
Shares829
Event2026-03-31
Filed2026-05-07
IWB
0.00%iShares Russell 1000 ETF
Shares429
Event2026-03-31
Filed2026-05-07
MO
9.55%Altria Group Inc
Shares2.3K
Event2026-03-31
Filed2026-05-07
SAIC
0.44%Science Applications International Corp
Shares1.6K
Event2026-03-31
Filed2026-05-07
BSMW
0.00%Invesco BulletShares 2032 Municipal Bond ETF
Shares6.0K
Event2026-03-31
Filed2026-05-07
TY
0.00%Tri-Continental Corporation CEF
Shares4.7K
Event2026-03-31
Filed2026-05-07
AEP
42.14%American Electric Power Co Inc
Shares1.1K
Event2026-03-31
Filed2026-05-07
RWK
0.00%Invesco S&P MidCap 400 Revenue ETF
Shares1.1K
Event2026-03-31
Filed2026-05-07
XLF
0.00%SPDR Financial Select Sector ETF
Shares2.9K
Event2026-03-31
Filed2026-05-07
BSMV
0.00%Invesco BulletShares 2031 Municipal Bond ETF
Shares6.7K
Event2026-03-31
Filed2026-05-07
BSSX
-7.39%Invesco BulletShares 2033 Municipal Bond ETF
Shares5.5K
Event2026-03-31
Filed2026-05-07
MMM
10.13%3M Co
Shares957
Event2026-03-31
Filed2026-05-07
ETR
12.43%Entergy Corp
Shares1.2K
Event2026-03-31
Filed2026-05-07
PLTR
-10.65%Palantir Technologies Inc
Shares923
Event2026-03-31
Filed2026-05-07
CARR
12.45%Carrier Global Corp-Wi
Shares2.3K
Event2026-03-31
Filed2026-05-07
BSMY
0.00%Invesco BulletShares 2034 Municipal Bond ETF
Shares5.4K
Event2026-03-31
Filed2026-05-07
BSMU
0.00%Invesco BulletShares 2030 Municipal Bond ETF
Shares5.9K
Event2026-03-31
Filed2026-05-07
ADM
0.00%Archer Daniels Midland Co
Shares1.8K
Event2026-03-31
Filed2026-05-07
SPGI
33.19%S&P Global Inc
Shares301
Event2026-03-31
Filed2026-05-07
Crown Castle Inc
1.97%Crown Castle Inc
Shares1.6K
Event2026-03-31
Filed2026-05-07
RWO
0.00%SPDR Dow Jones Global Real Estate ETF
Shares2.7K
Event2026-03-31
Filed2026-05-07
Academy Veteran Bond ETF
NewAcademy Veteran Bond ETF
Shares6.3K
Event2026-03-31
Filed2026-05-07
Invesco S&P 500 Equal Weight ETF
0.00%Invesco S&P 500 Equal Weight ETF
Shares648
Event2026-03-31
Filed2026-05-07
IRM
10.64%Iron Mountain Inc
Shares1.2K
Event2026-03-31
Filed2026-05-07
SCHX
-25.07%Schwab US Large-Cap ETF
Shares4.8K
Event2026-03-31
Filed2026-05-07
EBAY
29.14%eBay Inc
Shares1.4K
Event2026-03-31
Filed2026-05-07
TT
42.03%Trane Technologies PLC
Shares294
Event2026-03-31
Filed2026-05-07
PPL
1.76%PPL Corp
Shares3.2K
Event2026-03-31
Filed2026-05-07
BK
62.66%Bank of New York Mellon Corp
Shares1.0K
Event2026-03-31
Filed2026-05-07
TE Connectivity PLC
89.53%TE Connectivity PLC
Shares561
Event2026-03-31
Filed2026-05-07
EQT Corp
0.38%EQT Corp
Shares1.8K
Event2026-03-31
Filed2026-05-07
IWM
-8.20%iShares Russell 2000 ETF
Shares470
Event2026-03-31
Filed2026-05-07
AVA
0.00%Avista Corp
Shares2.9K
Event2026-03-31
Filed2026-05-07
SYY
-1.02%Sysco Corp
Shares1.6K
Event2026-03-31
Filed2026-05-07
DTE
2.44%DTE Energy Co
Shares756
Event2026-03-31
Filed2026-05-07
VOE
-6.13%Vanguard Mid-Cap Value ETF
Shares597
Event2026-03-31
Filed2026-05-07
AEE
13.85%Ameren Corp
Shares970
Event2026-03-31
Filed2026-05-07
AVUV
0.00%Avantis US Small Cap Value ETF
Shares952
Event2026-03-31
Filed2026-05-07
TSM
-5.47%Taiwan Semiconductor Manufacturing Co Ltd
Shares311
Event2026-03-31
Filed2026-05-07
EVRG
4.41%Evergy Inc COM
Shares1.3K
Event2026-03-31
Filed2026-05-07
SMH
0.00%Vaneck Semiconductor ETF
Shares273
Event2026-03-31
Filed2026-05-07
OGE
0.00%OGE Energy Corp
Shares2.2K
Event2026-03-31
Filed2026-05-07
ERIC
NewTelefonaktiebolaget L M Ericsson
Shares9.2K
Event2026-03-31
Filed2026-05-07
MGV
0.00%Vanguard Mega Cap Value ETF
Shares706
Event2026-03-31
Filed2026-05-07
Medtronic PLC
7.78%Medtronic PLC
Shares1.2K
Event2026-03-31
Filed2026-05-07
BALL
0.00%Ball Corp
Shares1.7K
Event2026-03-31
Filed2026-05-07
TAK
NewTakeda Pharmaceutical Co Ltd
Shares5.5K
Event2026-03-31
Filed2026-05-07
VLUE
0.00%iShares MSCI USA Value Factor ETF
Shares710
Event2026-03-31
Filed2026-05-07
J
21.08%Jacobs Solutions Inc
Shares787
Event2026-03-31
Filed2026-05-07
PHYS
-25.92%Sprott Physical Gold CEF
Shares2.8K
Event2026-03-31
Filed2026-05-07
ABBNY
NewABB Ltd
Shares1.2K
Event2026-03-31
Filed2026-05-07
WBD
49.90%Warner Bros. Discovery Inc. COM SER A
Shares3.6K
Event2026-03-31
Filed2026-05-07
CLX
5.56%Clorox Company
Shares950
Event2026-03-31
Filed2026-05-07
VWO
0.00%Vanguard FTSE Emerging Markets ETF
Shares1.8K
Event2026-03-31
Filed2026-05-07
GILT
NewGilat Satellite Networks Ltd
Shares6.6K
Event2026-03-31
Filed2026-05-07
ADX
0.00%Adams Diversified Equity CEF
Shares4.4K
Event2026-03-31
Filed2026-05-07
MGK
-53.43%Vanguard Mega Cap Growth ETF
Shares258
Event2026-03-31
Filed2026-05-07
ASML
317.65%ASML Holding NV
Shares71
Event2026-03-31
Filed2026-05-07
ITW
0.00%Illinois Tool Wks Inc
Shares358
Event2026-03-31
Filed2026-05-07
TGT
24.88%Target Corp
Shares758
Event2026-03-31
Filed2026-05-07
Blackstone Inc
24.69%Blackstone Inc
Shares798
Event2026-03-31
Filed2026-05-07
Arista Networks Inc COM SHS
31.91%Arista Networks Inc COM SHS
Shares744
Event2026-03-31
Filed2026-05-07
MELI
0.00%MercadoLibre Inc
Shares52
Event2026-03-31
Filed2026-05-07
PSX
22.81%Phillips 66
Shares490
Event2026-03-31
Filed2026-05-07
SCHW
64.01%Charles Schwab Corp
Shares948
Event2026-03-31
Filed2026-05-07
TRV
42.72%The Travelers Companies Inc
Shares304
Event2026-03-31
Filed2026-05-07
EMR
1.05%Emerson Electric Co
Shares672
Event2026-03-31
Filed2026-05-07
CB
-62.03%Chubb Ltd
Shares270
Event2026-03-31
Filed2026-05-07
ISRG
105.88%Intuitive Surgical Inc
Shares175
Event2026-03-31
Filed2026-05-07
SPDW
0.00%SPDR Portfolio Developed World Ex-Us ETF
Shares1.8K
Event2026-03-31
Filed2026-05-07
PFG
0.00%Principal Financial Group, Inc.
Shares893
Event2026-03-31
Filed2026-05-07
AOS
0.00%A O Smith Corp COMMON
Shares1.2K
Event2026-03-31
Filed2026-05-07
MNST
0.00%Monster Beverage Corp
Shares1.1K
Event2026-03-31
Filed2026-05-07
SPGP
0.00%Invesco S&P 500 GARP ETF
Shares730
Event2026-03-31
Filed2026-05-07
PYPL
34.79%PayPal Holdings Inc
Shares1.7K
Event2026-03-31
Filed2026-05-07
TJX
238.57%TJX Companies Inc
Shares474
Event2026-03-31
Filed2026-05-07
GM
-14.84%General Motors Co
Shares1.0K
Event2026-03-31
Filed2026-05-07
KR
7.33%The Kroger Co
Shares1.0K
Event2026-03-31
Filed2026-05-07
Blackrock Inc. Ordinary Shares
0.00%Blackrock Inc. Ordinary Shares
Shares77
Event2026-03-31
Filed2026-05-07
CVS
17.30%CVS Health Corp
Shares1.0K
Event2026-03-31
Filed2026-05-07
WELL
66.37%Welltower Inc Com
Shares371
Event2026-03-31
Filed2026-05-07
AME
12.50%AMETEK Inc
Shares342
Event2026-03-31
Filed2026-05-07
Linde plc
342.42%Linde plc
Shares146
Event2026-03-31
Filed2026-05-07
BP
160.82%BP PLC ADR
Shares1.5K
Event2026-03-31
Filed2026-05-07
GlaxoSmithKline PLC ADR
134.05%GlaxoSmithKline PLC ADR
Shares1.3K
Event2026-03-31
Filed2026-05-07
OXY
9.74%Occidental Petroleum Corp
Shares1.1K
Event2026-03-31
Filed2026-05-07
A P Moller Maersk AS
NewA P Moller Maersk AS
Shares5.6K
Event2026-03-31
Filed2026-05-07
LEVI
0.00%Levi Strauss & Co.
Shares3.8K
Event2026-03-31
Filed2026-05-07
PNW
0.00%Pinnacle West Cap Corp
Shares700
Event2026-03-31
Filed2026-05-07
VGK
0.00%Vanguard FTSE Europe Index Fund ETF
Shares849
Event2026-03-31
Filed2026-05-07
PANW
44.78%Palo Alto Networks Inc
Shares430
Event2026-03-31
Filed2026-05-07
SCHG
-43.59%Schwab US Large-Cap Growth ETF
Shares2.3K
Event2026-03-31
Filed2026-05-07
IJK
53.53%iShares S&P Mid-Cap 400 Growth ETF
Shares674
Event2026-03-31
Filed2026-05-07
VIGI
0.00%Vanguard Intl Div Apprec ETF
Shares764
Event2026-03-31
Filed2026-05-07
IYW
0.00%iShares US Technology ETF
Shares371
Event2026-03-31
Filed2026-05-07
DHS
-8.62%WisdomTree US High Dividend ETF
Shares615
Event2026-03-31
Filed2026-05-07
CTVA
-22.91%Corteva Inc com
Shares801
Event2026-03-31
Filed2026-05-07
Accenture PLC A
-33.27%Accenture PLC A
Shares333
Event2026-03-31
Filed2026-05-07
MUB
NewiShares National Muni Bond ETF
Shares617
Event2026-03-31
Filed2026-05-07
Akre Focus ETF
NewAkre Focus ETF
Shares1.2K
Event2026-03-31
Filed2026-05-07
MLM
44.74%Martin Marietta Materials Inc
Shares110
Event2026-03-31
Filed2026-05-07
Bluerock Private Real Estate Fund
55.80%Bluerock Private Real Estate Fund
Shares3.8K
Event2026-03-31
Filed2026-05-07
FULT
0.00%Fulton Financial Corp COMMON
Shares3.1K
Event2026-03-31
Filed2026-05-07
EQR
18.11%Equity Residential
Shares1.1K
Event2026-03-31
Filed2026-05-07
CCEP
77.84%Coca-Cola Europacific Partners PLC
Shares690
Event2026-03-31
Filed2026-05-07
GDX
0.00%VanEck Vectors Gold Miners ETF
Shares680
Event2026-03-31
Filed2026-05-07
NWPX
NewNWPX Infrastructure Inc
Shares793
Event2026-03-31
Filed2026-05-07
Mitsubishi Electric Corp
NewMitsubishi Electric Corp
Shares948
Event2026-03-31
Filed2026-05-07
APH
211.54%Amphenol Corp
Shares486
Event2026-03-31
Filed2026-05-07
CCL
24.44%Carnival Corp
Shares2.4K
Event2026-03-31
Filed2026-05-07
BR
-12.47%Broadridge Financial Solutions Inc
Shares372
Event2026-03-31
Filed2026-05-07
ADRNY
NewKoninklijke Ahold Delhaize NV ADR
Shares1.3K
Event2026-03-31
Filed2026-05-07
HERD
0.00%Pacer Cash Cows Fund of Funds ETF
Shares1.3K
Event2026-03-31
Filed2026-05-07
DAL
39.07%Delta Air Lines Inc
Shares897
Event2026-03-31
Filed2026-05-07
EIX
0.00%Edison International
Shares812
Event2026-03-31
Filed2026-05-07
IEUR
0.00%iShares Core MSCI Europe ETF
Shares842
Event2026-03-31
Filed2026-05-07
DTM
0.00%DT Midstream Inc
Shares439
Event2026-03-31
Filed2026-05-07
MS
411.76%Morgan Stanley
Shares348
Event2026-03-31
Filed2026-05-07
XLY
0.00%SPDR Consumer Discretionary Select Sector ETF
Shares522
Event2026-03-31
Filed2026-05-07
HCA
15.38%HCA Healthcare Inc
Shares120
Event2026-03-31
Filed2026-05-07
GL
0.00%Globe Life Inc
Shares408
Event2026-03-31
Filed2026-05-07
EPD
0.00%Enterprise Prod Part LP
Shares1.5K
Event2026-03-31
Filed2026-05-07
AEBI
0.00%Aebi Schmidt Holding Ag Ordinary Shares
Shares5.7K
Event2026-03-31
Filed2026-05-07
USB
-34.44%US Bancorp
Shares1.0K
Event2026-03-31
Filed2026-05-07
SCHA
-25.02%Schwab US Small-Cap ETF
Shares1.9K
Event2026-03-31
Filed2026-05-07
CBRE
1193.55%CBRE Group Inc
Shares401
Event2026-03-31
Filed2026-05-07
Invesco S&P 500 Pure Growth ETF
0.00%Invesco S&P 500 Pure Growth ETF
Shares1.2K
Event2026-03-31
Filed2026-05-07
SD
NewSandRidge Energy Inc
Shares3.3K
Event2026-03-31
Filed2026-05-07
VEA
-48.48%Vanguard FTSE Developed Markets ETF
Shares828
Event2026-03-31
Filed2026-05-07
HDV
0.00%iShares Core High Dividend ETF
Shares390
Event2026-03-31
Filed2026-05-07
FCN
0.00%FTI Consulting INC CORP COMMON
Shares296
Event2026-03-31
Filed2026-05-07
SRE
13.08%Sempra
Shares536
Event2026-03-31
Filed2026-05-07
IWR
0.00%iShares Russell Mid-Cap ETF
Shares536
Event2026-03-31
Filed2026-05-07
National Grid PLC ADR
2.68%National Grid PLC ADR
Shares613
Event2026-03-31
Filed2026-05-07
Dupont De Nemours Inc
-44.12%Dupont De Nemours Inc
Shares1.1K
Event2026-03-31
Filed2026-05-07
JCI
117.22%Johnson Controls International PLC
Shares391
Event2026-03-31
Filed2026-05-07
FDL
12.21%First Tr Morningstar Dividend Leaders Index Fund Trust Div Ldrs ETF
Shares974
Event2026-03-31
Filed2026-05-07
ELV
0.00%Elevance Health, Inc.
Shares167
Event2026-03-31
Filed2026-05-07
WMB
36.25%Williams Companies Inc
Shares669
Event2026-03-31
Filed2026-05-07
CHKP
NewCheck Point Software Technologies Ltd
Shares340
Event2026-03-31
Filed2026-05-07
QUAL
-32.35%IShares Edge MSCI Usa Quality Factor ETF
Shares253
Event2026-03-31
Filed2026-05-07
E
NewEni SpA ADR
Shares854
Event2026-03-31
Filed2026-05-07
HP Inc
3.20%HP Inc
Shares2.5K
Event2026-03-31
Filed2026-05-07
TRP
0.00%TC Energy Corp COMMON
Shares770
Event2026-03-31
Filed2026-05-07
ZTO
NewZTO Express (Cayman) Inc
Shares1.9K
Event2026-03-31
Filed2026-05-07
WAB
900.00%Westinghouse Air Brake Technologies Corp
Shares190
Event2026-03-31
Filed2026-05-07
GILD
206.31%Gilead Sciences Inc
Shares340
Event2026-03-31
Filed2026-05-07
CAJPY
NewCanon Inc
Shares1.7K
Event2026-03-31
Filed2026-05-07
ARQT
0.00%Arcutis Biotherapeutics Inc
Shares2.0K
Event2026-03-31
Filed2026-05-07
IWO
0.00%iShares Russell 2000 Growth ETF
Shares147
Event2026-03-31
Filed2026-05-07
NOBL
0.00%Proshares Trust S&p 500 Dividend Aristocrats ETF
Shares435
Event2026-03-31
Filed2026-05-07
ED
59.61%Consolidated Edison Inc
Shares407
Event2026-03-31
Filed2026-05-07
ADBE
78.30%Adobe Systems Inc
Shares189
Event2026-03-31
Filed2026-05-07
Qnity Electronics Inc Ordinary Shares
NewQnity Electronics Inc Ordinary Shares
Shares398
Event2026-03-31
Filed2026-05-07
PLD
238.24%Prologis Inc
Shares345
Event2026-03-31
Filed2026-05-07
TLH
0.00%iShares 10-20 Year Treasury Bond ETF
Shares450
Event2026-03-31
Filed2026-05-07
OTIS
18.56%OTIS Worldwide Corp-Wi
Shares575
Event2026-03-31
Filed2026-05-07
KRP
0.00%Kimbell Royalty Partners Lp Unt
Shares3.0K
Event2026-03-31
Filed2026-05-07
MRNA
-0.23%Moderna Inc
Shares850
Event2026-03-31
Filed2026-05-07
Marvell Technology Inc
53.17%Marvell Technology Inc
Shares435
Event2026-03-31
Filed2026-05-07
AAL
3.66%American Airlines Group Inc
Shares4.0K
Event2026-03-31
Filed2026-05-07
DBS Group Holdings Ltd
NewDBS Group Holdings Ltd
Shares234
Event2026-03-31
Filed2026-05-07
CME
545.45%CME Group Inc Class A
Shares142
Event2026-03-31
Filed2026-05-07
HLT
257.89%Hilton Worldwide Holdings Inc
Shares136
Event2026-03-31
Filed2026-05-07
TSN
39.13%Tyson Foods Inc Class A
Shares640
Event2026-03-31
Filed2026-05-07
Stanley Black & Decker Inc.
0.00%Stanley Black & Decker Inc.
Shares575
Event2026-03-31
Filed2026-05-07
BDX
27.50%Becton Dickinson & Co
Shares255
Event2026-03-31
Filed2026-05-07
INTU
338.10%Intuit Inc
Shares92
Event2026-03-31
Filed2026-05-07
AGG
43.88%iShares Core US Aggregate Bond ETF
Shares400
Event2026-03-31
Filed2026-05-07
SPYV
NewSPDR Portfolio S&P 500 Value ETF
Shares696
Event2026-03-31
Filed2026-05-07
OKTA
0.00%Okta Inc Class A
Shares500
Event2026-03-31
Filed2026-05-07
HOOD
69.39%Robinhood Markets Inc Class A
Shares559
Event2026-03-31
Filed2026-05-07
China Construction Bank Corp
NewChina Construction Bank Corp
Shares1.8K
Event2026-03-31
Filed2026-05-07
SHLD
0.00%Global X Defense Tech ETF
Shares539
Event2026-03-31
Filed2026-05-07
LNT
0.00%Alliant Energy Corp
Shares530
Event2026-03-31
Filed2026-05-07
YUM
99.18%Yum Brands Inc
Shares243
Event2026-03-31
Filed2026-05-07
Singapore Telecommunications Ltd
NewSingapore Telecommunications Ltd
Shares970
Event2026-03-31
Filed2026-05-07
UBER
123.81%Uber Technologies Inc
Shares517
Event2026-03-31
Filed2026-05-07
HWM
274.42%Howmet Aerospace Inc COM
Shares161
Event2026-03-31
Filed2026-05-07
Engie American Depositary Receipts Sponsored
NewEngie American Depositary Receipts Sponsored
Shares1.1K
Event2026-03-31
Filed2026-05-07
QTEC
0.00%First Trust NASDAQ-100-Tech Sector ETF
Shares170
Event2026-03-31
Filed2026-05-07
XEL
14.75%Xcel Energy Inc
Shares459
Event2026-03-31
Filed2026-05-07
MTB
-50.00%M&T Bank Corp
Shares176
Event2026-03-31
Filed2026-05-07
CRH PLC
1177.78%CRH PLC
Shares345
Event2026-03-31
Filed2026-05-07
VRTX
2.53%Vertex Pharmaceuticals Inc
Shares81
Event2026-03-31
Filed2026-05-07
PEG
0.00%Public Svc Enterprise Group Inc
Shares445
Event2026-03-31
Filed2026-05-07
SPG
484.85%Simon Property Group Inc
Shares193
Event2026-03-31
Filed2026-05-07
Cencora Inc
21.51%Cencora Inc
Shares113
Event2026-03-31
Filed2026-05-07
VRT
2720.00%Vertiv Holdings Co
Shares141
Event2026-03-31
Filed2026-05-07
SNA
1285.71%Snap-on Inc
Shares97
Event2026-03-31
Filed2026-05-07
IWN
0.00%iShares Russell 2000 Value ETF
Shares185
Event2026-03-31
Filed2026-05-07
TDG
500.00%TransDigm Group Inc
Shares30
Event2026-03-31
Filed2026-05-07
MSI
19.40%Motorola Solutions Inc
Shares80
Event2026-03-31
Filed2026-05-07
EFV
0.00%iShares MSCI EAFE Value ETF
Shares462
Event2026-03-31
Filed2026-05-07
CNI
0.00%Canadian National Railway Co
Shares330
Event2026-03-31
Filed2026-05-07
SAM
0.00%Boston Beer Co. Inc.
Shares145
Event2026-03-31
Filed2026-05-07
PH
0.00%Parker-hannifin Corp Parker Hannifin COMMON
Shares37
Event2026-03-31
Filed2026-05-07
ANDE
NewAndersons Inc
Shares460
Event2026-03-31
Filed2026-05-07
BHP
NewBhp Billiton Ltd
Shares453
Event2026-03-31
Filed2026-05-07
VMC
NewVulcan Materials Co
Shares121
Event2026-03-31
Filed2026-05-07
NEM
450.91%Newmont Corp
Shares303
Event2026-03-31
Filed2026-05-07
KMI
543.71%Kinder Morgan Inc P
Shares972
Event2026-03-31
Filed2026-05-07
BOTZ
0.00%Global X Robotics And Artificial Intelligence ETF
Shares969
Event2026-03-31
Filed2026-05-07
NVMI
NewNova Ltd
Shares74
Event2026-03-31
Filed2026-05-07
CWB
0.00%SPDR Bloomberg Convertible Securities ETF
Shares351
Event2026-03-31
Filed2026-05-07
FAST
66.35%Fastenal Co
Shares692
Event2026-03-31
Filed2026-05-07
A
146.49%Agilent Technologies Inc
Shares281
Event2026-03-31
Filed2026-05-07
Sirius XM Holdings
4.96%Sirius XM Holdings
Shares1.4K
Event2026-03-31
Filed2026-05-07
ASX
440.22%ASE Technology Holding Co Ltd. SPONSORED ADS
Shares1.5K
Event2026-03-31
Filed2026-05-07
TLS
0.00%Telos Corp MD
Shares7.5K
Event2026-03-31
Filed2026-05-07
PPA
0.00%Invesco Aerospace & Defense ETF
Shares188
Event2026-03-31
Filed2026-05-07
IMAX
NewImax Corp
Shares816
Event2026-03-31
Filed2026-05-07
FFIN
0.00%First Financial Bankshares Inc
Shares1.0K
Event2026-03-31
Filed2026-05-07
EMN
4.70%Eastman Chemical Co
Shares401
Event2026-03-31
Filed2026-05-07
DRIV
0.00%Global X Atnms & Elctrc Vhcls ETF
Shares1.0K
Event2026-03-31
Filed2026-05-07
PPG
0.00%PPG Industries Inc.
Shares284
Event2026-03-31
Filed2026-05-07
DLR
735.00%Digital Realty Trust Inc
Shares167
Event2026-03-31
Filed2026-05-07
XLB
0.00%Materials Select Sector SPDR ETF
Shares600
Event2026-03-31
Filed2026-05-07
KKR & Co Inc
2845.45%KKR & Co Inc
Shares324
Event2026-03-31
Filed2026-05-07
DOW
-56.66%Dow Inc COM
Shares719
Event2026-03-31
Filed2026-05-07
NTTYY
NewNTT Inc
Shares1.2K
Event2026-03-31
Filed2026-05-07
BVN
NewBuenaventura Mining Co Inc ADR
Shares822
Event2026-03-31
Filed2026-05-07
HSBC
1250.00%HSBC Holdings PLC ADR
Shares351
Event2026-03-31
Filed2026-05-07
NOW
96.43%ServiceNow Inc
Shares275
Event2026-03-31
Filed2026-05-07
Solstice Advanced Materials Inc
NewSolstice Advanced Materials Inc
Shares376
Event2026-03-31
Filed2026-05-07
VGT
0.00%Vanguard Information Technology ETF
Shares41
Event2026-03-31
Filed2026-05-07
BTI
9.42%British American Tobacco PLC
Shares488
Event2026-03-31
Filed2026-05-07
SYF
130.94%Synchrony Financial
Shares418
Event2026-03-31
Filed2026-05-07
ORLY
926.67%O'Reilly Automotive Inc
Shares308
Event2026-03-31
Filed2026-05-07
XLC
0.00%SPDR Communication Services Select Sector ETF
Shares255
Event2026-03-31
Filed2026-05-07
NET
231.71%Cloudflare Inc
Shares136
Event2026-03-31
Filed2026-05-07
IP
32.38%International Paper Co
Shares785
Event2026-03-31
Filed2026-05-07
BGIG
NewBahl & Gaynor Income Growth ETF
Shares836
Event2026-03-31
Filed2026-05-07
BN
NewBrookfield Corp
Shares681
Event2026-03-31
Filed2026-05-07
TSCO
0.00%Tractor Supply Co
Shares600
Event2026-03-31
Filed2026-05-07
BABA
10.20%Alibaba Group Holding Ltd ADR
Shares216
Event2026-03-31
Filed2026-05-07
WDC
NewWestern Digital Corp
Shares100
Event2026-03-31
Filed2026-05-07
WTRG
0.00%Essential Utilities, Inc
Shares666
Event2026-03-31
Filed2026-05-07
PHG
NewRoyal Philips NV ADR
Shares970
Event2026-03-31
Filed2026-05-07
LYV
NewLive Nation Entertainment Inc
Shares174
Event2026-03-31
Filed2026-05-07
HEI.A
1450.00%Heico Corp
Shares124
Event2026-03-31
Filed2026-05-07
Industrial And Commercial Bank Of China Ltd
NewIndustrial And Commercial Bank Of China Ltd
Shares1.5K
Event2026-03-31
Filed2026-05-07
SPEM
0.00%SPDR Portfolio Emerging Markets ETF
Shares556
Event2026-03-31
Filed2026-05-07
DOV
NewDover Corp
Shares124
Event2026-03-31
Filed2026-05-07
VLTO
2.10%Veralto Corp
Shares292
Event2026-03-31
Filed2026-05-07
GPC
0.00%Genuine Parts Company
Shares243
Event2026-03-31
Filed2026-05-07
ALK
0.00%Alaska Air Group
Shares685
Event2026-03-31
Filed2026-05-07
PGR
252.78%Progressive Corp
Shares127
Event2026-03-31
Filed2026-05-07
SWKS
0.00%Skyworks Solutions Inc. Com
Shares470
Event2026-03-31
Filed2026-05-07
MPWR
21.05%Monolithic Power Systems Inc
Shares23
Event2026-03-31
Filed2026-05-07
FCX
NewFreeport-McMoRan Inc
Shares423
Event2026-03-31
Filed2026-05-07
LIT
0.00%Global X Lithium & Battery Tech ETF
Shares333
Event2026-03-31
Filed2026-05-07
ABNB
0.00%Airbnb Incl Cl A Com
Shares196
Event2026-03-31
Filed2026-05-07
OEF
0.00%iShares S&P 100 Index ETF
Shares77
Event2026-03-31
Filed2026-05-07
CDNS
-33.83%Cadence Design Systems Inc
Shares88
Event2026-03-31
Filed2026-05-07
CTSH
1984.21%Cognizant Technology Solutions Corp A
Shares396
Event2026-03-31
Filed2026-05-07
EDU
NewNew Oriental Education & Technology Group Inc
Shares429
Event2026-03-31
Filed2026-05-07
HIG
952.94%The Hartford Insurance Group Inc
Shares179
Event2026-03-31
Filed2026-05-07
ES
10.51%Eversource Energy
Shares347
Event2026-03-31
Filed2026-05-07
HII
0.00%Huntington Ingalls Industries
Shares63
Event2026-03-31
Filed2026-05-07
GLD
-47.62%SPDR Gold Shares ETF
Shares55
Event2026-03-31
Filed2026-05-07
LEN
930.77%Lennar Corp
Shares268
Event2026-03-31
Filed2026-05-07
FDN
0.00%First Trust Dow Jones Internet ETF
Shares99
Event2026-03-31
Filed2026-05-07
KT
NewKT Corp
Shares1.1K
Event2026-03-31
Filed2026-05-07
SIMO
NewSilicon Motion Technology Corp
Shares202
Event2026-03-31
Filed2026-05-07
SR
0.00%Spire Inc
Shares250
Event2026-03-31
Filed2026-05-07
PKG
NewPackaging Corp of America
Shares106
Event2026-03-31
Filed2026-05-07
Fujitsu Ltd
NewFujitsu Ltd
Shares1.1K
Event2026-03-31
Filed2026-05-07
ITT Inc
0.00%ITT Inc
Shares117
Event2026-03-31
Filed2026-05-07
FTV
0.00%Fortive Corp
Shares400
Event2026-03-31
Filed2026-05-07
DHI
496.30%D.R. Horton Inc
Shares161
Event2026-03-31
Filed2026-05-07
DASH
465.38%DoorDash Inc
Shares147
Event2026-03-31
Filed2026-05-07
LSTR
0.00%Landstar System, Inc. Ordinary Shares
Shares134
Event2026-03-31
Filed2026-05-07
CTAS
250.00%Cintas Corp
Shares126
Event2026-03-31
Filed2026-05-07
IDU
0.00%iShares U.S. Utilities ETF
Shares183
Event2026-03-31
Filed2026-05-07
WF
NewWoori Financial Group Inc
Shares319
Event2026-03-31
Filed2026-05-07
ALL
628.57%Allstate Corp
Shares102
Event2026-03-31
Filed2026-05-07
UPS
207.14%United Parcel Service Inc Class B
Shares215
Event2026-03-31
Filed2026-05-07
BKNG
0.00%Booking Holdings,INC
Shares5
Event2026-03-31
Filed2026-05-07
MET
29.82%MetLife Inc
Shares296
Event2026-03-31
Filed2026-05-07
FNB
0.00%FNB Corp
Shares1.2K
Event2026-03-31
Filed2026-05-07
ZG
0.00%Zillow Group Inc. A
Shares500
Event2026-03-31
Filed2026-05-07
BOC Hong Kong Holdings Ltd
NewBOC Hong Kong Holdings Ltd
Shares189
Event2026-03-31
Filed2026-05-07
FNDE
0.00%Schwab Fundamental Emerging Mkts Large Co ETF
Shares537
Event2026-03-31
Filed2026-05-07
UAL
NewUnited Airlines Holdings Inc
Shares223
Event2026-03-31
Filed2026-05-07
BRO
210.89%Brown & Brown Inc
Shares314
Event2026-03-31
Filed2026-05-07
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