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

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available