Sponsored
The Analysis of Florida Trust Wealth Management Co's Holdings & P&L
Currently, Florida Trust Wealth Management Co holds 436 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in CL (+94.7K shares, valued at $8.1M), XOM (+37.6K shares, valued at $6.4M), VCIT (+75.3K shares, valued at $6.2M); decreased their positions in PG (-29.2K shares, valued at $4.2M), N/A (-16.5K shares, valued at $3.3M), PYPL (-71.6K shares, valued at $3.2M); initiated new positions in GNE (+294.6K shares, valued at $4.2M), QUAL (+7.8K shares, valued at $1.5M), CBSH (+18.1K shares, valued at $891.1K).
1M P&L
+120.6M+3.86%
3M P&L
-244.2M-7.00%
HY P&L
-131.3M-3.89%
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/A552.0M
17.9%
2Software - Infrastructure258.4M
8.4%
3Drug Manufacturers - General209.6M
6.8%
Top Industries by Stock Count
1N/A91 stocks
23.8%
2Software - Application12 stocks
3.1%
3Drug Manufacturers - General11 stocks
2.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
BERKSHIRE HATHAWAY INC DELCL B BERKSHIRE HATHAWAY INC DELCL B112.4K shares-1.56%2026-03-312026-05-15
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VANGUARD S P 500 INDEX FUND ETF VANGUARD S P 500 INDEX FUND ETF16.4K shares13.98%2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BROOKFIELD ASSET MANAGEMENT VOT BROOKFIELD ASSET MANAGEMENT VOT88.9K shares1.80%2026-03-312026-05-15
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SEAGATE TECHNOLOGY HLDGS PUB LT SEAGATE TECHNOLOGY HLDGS PUB LT1.3K sharesnew addition2026-03-312026-05-15
Sponsored
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Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ET INVESCO S&P 500 EQUAL WEIGHT ET2.1K shares10.08%2026-03-312026-05-15
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AAPL
0.18%APPLE COMPUTER INC
Shares649.1K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
-1.80%ALPHABET INC
Shares572.1K
Event2026-03-31
Filed2026-05-15
MSFT
1.36%MICROSOFT CORPORATION
Shares367.4K
Event2026-03-31
Filed2026-05-15
VYM
-0.07%VANGUARD HIGH DIVDEND YIELD
Shares789.7K
Event2026-03-31
Filed2026-05-15
JNJ
-0.13%JOHNSON & JOHNSON
Shares372.7K
Event2026-03-31
Filed2026-05-15
HD
0.20%HOME DEPOT, INC.
Shares248.8K
Event2026-03-31
Filed2026-05-15
V
-0.56%VISA INC
Shares256.6K
Event2026-03-31
Filed2026-05-15
JPM
2.09%J.P. MORGAN CHASE &
Shares258.0K
Event2026-03-31
Filed2026-05-15
VUG
1.66%VANGUARD GROWTH
Shares159.6K
Event2026-03-31
Filed2026-05-15
AMZN
3.56%AMAZON.COM, INC
Shares333.4K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC NEWCOM
-1.55%MERCK & CO INC NEWCOM
Shares503.1K
Event2026-03-31
Filed2026-05-15
ABBV
1.24%ABBVIE INC
Shares273.6K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DELCL B
-1.56%BERKSHIRE HATHAWAY INC DELCL B
Shares112.4K
Event2026-03-31
Filed2026-05-15
COST
1.81%COSTCO WHSL CORP NEW
Shares53.4K
Event2026-03-31
Filed2026-05-15
ALPHABET INC CL A
0.19%ALPHABET INC CL A
Shares184.3K
Event2026-03-31
Filed2026-05-15
VCIT
14.16%VANGUARD INTERMEDIATE TERM CORP
Shares606.9K
Event2026-03-31
Filed2026-05-15
NVDA
4.28%NVIDIA CORP
Shares287.7K
Event2026-03-31
Filed2026-05-15
BN
0.32%BROOKFIELD ORD SHS CLASS A
Shares1.2M
Event2026-03-31
Filed2026-05-15
MA
-1.47%MASTERCARD INC
Shares83.9K
Event2026-03-31
Filed2026-05-15
GLW
1.16%CORNING INC
Shares297.8K
Event2026-03-31
Filed2026-05-15
ORCL
2.63%ORACLE CORP
Shares261.9K
Event2026-03-31
Filed2026-05-15
VIG
-1.32%VANGUARD DIVIDEND APPRECIATION
Shares177.2K
Event2026-03-31
Filed2026-05-15
CVX
1.84%CHEVRON CORP
Shares177.4K
Event2026-03-31
Filed2026-05-15
XOM
21.68%EXXON MOBIL CORP
Shares211.2K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS
-1.36%GENERAL DYNAMICS
Shares104.4K
Event2026-03-31
Filed2026-05-15
ENB
0.50%ENBRIDGE INC
Shares659.0K
Event2026-03-31
Filed2026-05-15
AMD
3.82%ADVANCED MICRO DEV
Shares173.0K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
7.02%BROADCOM INC
Shares112.1K
Event2026-03-31
Filed2026-05-15
LLY
8.15%LILLY ELI & CO.
Shares36.5K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC
-8.94%ACCENTURE PLC
Shares168.6K
Event2026-03-31
Filed2026-05-15
CMI
-0.85%CUMMINS INC
Shares60.3K
Event2026-03-31
Filed2026-05-15
MCK
-0.84%MCKESSON CORP
Shares36.0K
Event2026-03-31
Filed2026-05-15
ASML
0.61%ASML HOLDING NV
Shares22.8K
Event2026-03-31
Filed2026-05-15
META
8.25%META PLATFORMS INC. CL A
Shares51.8K
Event2026-03-31
Filed2026-05-15
TJX
2.58%TJX COS INC
Shares184.3K
Event2026-03-31
Filed2026-05-15
IBM
3.32%IBM CORP.
Shares120.6K
Event2026-03-31
Filed2026-05-15
CAT
3.28%CATERPILLAR INC
Shares39.2K
Event2026-03-31
Filed2026-05-15
CBRE
-0.95%CBRE GROUP, INC.
Shares202.7K
Event2026-03-31
Filed2026-05-15
HON
-1.31%HONEYWELL INTL INC
Shares115.1K
Event2026-03-31
Filed2026-05-15
WMT
4.53%WAL-MART STORES INC
Shares205.6K
Event2026-03-31
Filed2026-05-15
AMGN
-1.80%AMGEN INC
Shares71.0K
Event2026-03-31
Filed2026-05-15
AGG
1.41%ISHARES CORE US AGGREGATE BOND
Shares247.0K
Event2026-03-31
Filed2026-05-15
NEE
0.42%NEXTERA ENERGY INCCOM
Shares263.6K
Event2026-03-31
Filed2026-05-15
RTX
1.12%RTX CORPORATION
Shares123.2K
Event2026-03-31
Filed2026-05-15
PEP
0.33%PEPSICO, INC.
Shares149.2K
Event2026-03-31
Filed2026-05-15
CRM
-11.24%SALESFORCE.COM INC
Shares114.7K
Event2026-03-31
Filed2026-05-15
PG
-16.60%PROCTER & GAMBLE CO
Shares146.5K
Event2026-03-31
Filed2026-05-15
GS
8.93%GOLDMAN SACHS GROUP
Shares24.1K
Event2026-03-31
Filed2026-05-15
SO
-0.88%SOUTHERN CO.
Shares204.4K
Event2026-03-31
Filed2026-05-15
SYK
3.17%STRYKER CORP
Shares59.7K
Event2026-03-31
Filed2026-05-15
SPYG
0.40%SPDR PORT S&P 500 GROWTH
Shares199.4K
Event2026-03-31
Filed2026-05-15
SPY
3.49%SPDR S&P 500 ETF
Shares29.6K
Event2026-03-31
Filed2026-05-15
CB
-1.27%D B A CHUBB LIMITED
Shares57.8K
Event2026-03-31
Filed2026-05-15
DIS
-4.07%DISNEY WALT CO
Shares185.2K
Event2026-03-31
Filed2026-05-15
SBUX
-1.84%STARBUCKS CORP
Shares198.8K
Event2026-03-31
Filed2026-05-15
MU
2.72%MICRON TECHNOLOGY
Shares52.6K
Event2026-03-31
Filed2026-05-15
GLD
0.82%SPDR GOLD TRGOLD SHS
Shares40.7K
Event2026-03-31
Filed2026-05-15
MPC
-0.32%MARATHON PETROLEUM CORPORATION
Shares66.0K
Event2026-03-31
Filed2026-05-15
TSLA
5.99%TESLA MOTORS INC
Shares42.4K
Event2026-03-31
Filed2026-05-15
FAST
-1.07%FASTENAL CO
Shares338.2K
Event2026-03-31
Filed2026-05-15
EMR
-0.98%EMERSON ELECTRIC CO
Shares118.0K
Event2026-03-31
Filed2026-05-15
AXP
1.40%AMERICAN EXPRESS CO
Shares50.7K
Event2026-03-31
Filed2026-05-15
VCSH
5.79%VANGUARD SHORT TERM CORPORATE B
Shares192.0K
Event2026-03-31
Filed2026-05-15
ABT
-0.29%ABBOTT LABORATORIES
Shares138.8K
Event2026-03-31
Filed2026-05-15
LMT
7.13%LOCKHEED MARTIN CORP
Shares23.5K
Event2026-03-31
Filed2026-05-15
ORLY
-3.76%O REILLY AUTOMOTIVE INC NEW COM
Shares153.2K
Event2026-03-31
Filed2026-05-15
TSM
16.87%TAIWAN SEMICONDUCTOR ADR
Shares41.8K
Event2026-03-31
Filed2026-05-15
FLOT
-3.81%ISHARES FLOATING RATE BOND ETF
Shares265.0K
Event2026-03-31
Filed2026-05-15
APH
16.28%AMPHENOL CORP NEW
Shares103.9K
Event2026-03-31
Filed2026-05-15
SLV
11.21%ISHARES SILVER TRUST
Shares190.2K
Event2026-03-31
Filed2026-05-15
PEG
-0.72%PUBLIC SVC ENTERPRISE GROUP
Shares153.1K
Event2026-03-31
Filed2026-05-15
CL
200.22%COLGATE-PALMOLIVE CO
Shares141.9K
Event2026-03-31
Filed2026-05-15
NFLX
70.74%NETFLIX INC
Shares125.3K
Event2026-03-31
Filed2026-05-15
VTEB
24.51%VANGUARD TAX-EXEMPT BOND INDEX
Shares241.3K
Event2026-03-31
Filed2026-05-15
BAC
6.77%BANK OF AMERICA CORP
Shares246.7K
Event2026-03-31
Filed2026-05-15
GENERAL ELEC CO
3.63%GENERAL ELEC CO
Shares42.4K
Event2026-03-31
Filed2026-05-15
BKNG
8.12%BOOKING HOLDINGS INC.
Shares2.8K
Event2026-03-31
Filed2026-05-15
PH
2.94%PARKER HANNIFIN CORP
Shares12.9K
Event2026-03-31
Filed2026-05-15
AZO
-1.55%AUTOZONE INC
Shares3.4K
Event2026-03-31
Filed2026-05-15
UBER
7.25%UBER TECHNOLOGIES INC
Shares154.5K
Event2026-03-31
Filed2026-05-15
ITW
-2.25%ILLINOIS TOOL WORKS
Shares42.6K
Event2026-03-31
Filed2026-05-15
FCX
3.46%FREEPORT MCMORAN COPPER & GOLD
Shares183.9K
Event2026-03-31
Filed2026-05-15
CHKP
-2.40%CHECK POINT SOFTWARE TECH
Shares75.4K
Event2026-03-31
Filed2026-05-15
DFAI
20.88%DFA INTERNATIONAL CORE EQUITY M
Shares276.4K
Event2026-03-31
Filed2026-05-15
PAYX
-23.18%PAYCHEX INC
Shares116.1K
Event2026-03-31
Filed2026-05-15
PFF
-3.74%ISHARES TR SP US PFD
Shares337.6K
Event2026-03-31
Filed2026-05-15
IJH
50.60%ISHARES S&P MIDCAP 400
Shares147.8K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
-0.95%DUKE ENERGY CORP NEW
Shares76.0K
Event2026-03-31
Filed2026-05-15
PLTR
107.10%PALANTIR TECHNOLOGIES INC
Shares67.6K
Event2026-03-31
Filed2026-05-15
VANGUARD S P 500 INDEX FUND ETF
13.98%VANGUARD S P 500 INDEX FUND ETF
Shares16.4K
Event2026-03-31
Filed2026-05-15
INTU
-21.82%INTUIT
Shares22.2K
Event2026-03-31
Filed2026-05-15
VZ
-5.37%VERIZON COMM INC
Shares188.9K
Event2026-03-31
Filed2026-05-15
TMUS
-0.81%T MOBILE US INC
Shares44.4K
Event2026-03-31
Filed2026-05-15
LOW
7.30%LOWES COMPANIES
Shares39.3K
Event2026-03-31
Filed2026-05-15
VEA
16.95%VANGUARD MSCI EAFE ETF
Shares144.4K
Event2026-03-31
Filed2026-05-15
IJR
9.48%ISHARES S&P SMALL CAP 600
Shares74.3K
Event2026-03-31
Filed2026-05-15
IEMG
3.01%ISHARES CORE MSCI EMERGING MARK
Shares130.9K
Event2026-03-31
Filed2026-05-15
UNH
-23.47%UNITEDHEALTH GRP INC
Shares32.9K
Event2026-03-31
Filed2026-05-15
KO
10.10%COCA COLA CO
Shares115.9K
Event2026-03-31
Filed2026-05-15
IEFA
0.28%ISHARES CORE MSCI EAFE
Shares96.6K
Event2026-03-31
Filed2026-05-15
QCOM
-5.51%QUALCOMM INC
Shares66.6K
Event2026-03-31
Filed2026-05-15
VB
1.69%VANGUARD SMALL-CAP ETF
Shares31.6K
Event2026-03-31
Filed2026-05-15
FTNT
-8.06%FORTINET INC
Shares98.1K
Event2026-03-31
Filed2026-05-15
MCD
-1.54%MCDONALDS CORP
Shares25.7K
Event2026-03-31
Filed2026-05-15
PWR
34.23%QUANTA SERVICES
Shares14.1K
Event2026-03-31
Filed2026-05-15
CSCO
-0.42%CISCO SYSTEMS INC
Shares99.3K
Event2026-03-31
Filed2026-05-15
TGT
-8.43%TARGET CORP.
Shares63.0K
Event2026-03-31
Filed2026-05-15
VTI
-0.06%VANGUARD TOTAL STOCK MKT ETF
Shares23.6K
Event2026-03-31
Filed2026-05-15
MMC
-0.46%MARSH & MCLENNAN CO
Shares43.2K
Event2026-03-31
Filed2026-05-15
ADBE
-17.54%ADOBE SYS INC
Shares24.5K
Event2026-03-31
Filed2026-05-15
PM
32.14%PHILIP MORRIS INTL INC
Shares35.9K
Event2026-03-31
Filed2026-05-15
XLB
3.56%SELECT SECTOR SPDR - MATERIALS
Shares113.3K
Event2026-03-31
Filed2026-05-15
NOC
-3.23%NORTHROP GRUMMAN
Shares8.2K
Event2026-03-31
Filed2026-05-15
IWB
0.00%ISHARES RUSSELL 1000
Shares15.3K
Event2026-03-31
Filed2026-05-15
PGR
-2.10%PROGRESSIVE CORP OH
Shares27.0K
Event2026-03-31
Filed2026-05-15
CEG
47.57%CONSTELLATION ENERGY CORP
Shares19.0K
Event2026-03-31
Filed2026-05-15
KDP
-11.47%KEURIG DR PEPPER INC.
Shares201.2K
Event2026-03-31
Filed2026-05-15
IVV
26.23%ISHARES S&P 500
Shares8.0K
Event2026-03-31
Filed2026-05-15
CME
2.91%CME GROUP INC
Shares17.4K
Event2026-03-31
Filed2026-05-15
MTB
-2.46%M&T BANK CORP
Shares24.7K
Event2026-03-31
Filed2026-05-15
VTV
11.73%VANGUARD VALUE ETF
Shares25.0K
Event2026-03-31
Filed2026-05-15
MKL
-2.12%MARKEL CORP
Shares2.5K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
-0.09%MEDTRONIC PLC
Shares54.9K
Event2026-03-31
Filed2026-05-15
DFAS
22.71%DIMENSIONAL U S SMALL CAP ETF
Shares66.0K
Event2026-03-31
Filed2026-05-15
SCHW
34.94%CHARLES SCHWAB CORP
Shares49.4K
Event2026-03-31
Filed2026-05-15
EATON CORP NEW
34.88%EATON CORP NEW
Shares12.7K
Event2026-03-31
Filed2026-05-15
IVE
3.69%ISHARES S&P 500 BARRA VALUE
Shares21.0K
Event2026-03-31
Filed2026-05-15
ICE
-0.32%INTERCONTINENTAL EXCHANGE INC
Shares27.6K
Event2026-03-31
Filed2026-05-15
COP
0.42%CONOCOPHILLIPS COM
Shares32.2K
Event2026-03-31
Filed2026-05-15
CBOE
-0.20%CBOE HOLDINGS INC
Shares15.1K
Event2026-03-31
Filed2026-05-15
SAP
13.85%SAP AKTIENGESELL
Shares24.6K
Event2026-03-31
Filed2026-05-15
GNE
NewGENIE ENERGY LTD
Shares294.6K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TRUST SERIES 1
0.20%INVESCO QQQ TRUST SERIES 1
Shares6.9K
Event2026-03-31
Filed2026-05-15
BROOKFIELD ASSET MANAGEMENT VOT
1.80%BROOKFIELD ASSET MANAGEMENT VOT
Shares88.9K
Event2026-03-31
Filed2026-05-15
BA
-0.53%BOEING COMPANY
Shares19.8K
Event2026-03-31
Filed2026-05-15
FDX
-7.08%FEDEX CORPORATION
Shares10.7K
Event2026-03-31
Filed2026-05-15
PNC
-4.62%PNC FINANCIAL SERVICES GROUP IN
Shares18.3K
Event2026-03-31
Filed2026-05-15
BLACKSTONE GROUP ORD SHS CLASS
-1.33%BLACKSTONE GROUP ORD SHS CLASS
Shares33.0K
Event2026-03-31
Filed2026-05-15
BIP
-1.73%BROOKFIELD INFRAST PARTNERS LP
Shares104.6K
Event2026-03-31
Filed2026-05-15
MDLZ
-24.42%MONDELEZ INTERNATIONAL INC
Shares65.4K
Event2026-03-31
Filed2026-05-15
ADSK
-17.63%AUTODESK INC
Shares15.7K
Event2026-03-31
Filed2026-05-15
MELI
57.10%MERCADOLIBRE INC
Shares2.2K
Event2026-03-31
Filed2026-05-15
REGN
0.00%REGENERON PHARMACEUTICALS INC
Shares4.8K
Event2026-03-31
Filed2026-05-15
CIGNA CORPORATION
-17.05%CIGNA CORPORATION
Shares13.9K
Event2026-03-31
Filed2026-05-15
SHEL
-5.74%SHELL PLC SPON ADR
Shares39.4K
Event2026-03-31
Filed2026-05-15
NKE
-14.04%NIKE, INC.
Shares68.8K
Event2026-03-31
Filed2026-05-15
SLB
3.53%SCHLUMBERGER LTD
Shares69.3K
Event2026-03-31
Filed2026-05-15
COF
-8.04%CAPITAL ONE FINL
Shares19.1K
Event2026-03-31
Filed2026-05-15
DE
-0.26%DEERE & CO
Shares6.1K
Event2026-03-31
Filed2026-05-15
DHR
8.39%DANAHER CORP
Shares18.1K
Event2026-03-31
Filed2026-05-15
T
10.79%AT&T INC COM
Shares117.4K
Event2026-03-31
Filed2026-05-15
INTC
-12.25%INTEL CORP
Shares74.5K
Event2026-03-31
Filed2026-05-15
HWM
116.86%HOWMET AEROSPACE INC COM
Shares14.1K
Event2026-03-31
Filed2026-05-15
PANW
-8.20%PALO ALTO NETWORKS INC
Shares20.1K
Event2026-03-31
Filed2026-05-15
CMCSA
-4.66%COMCAST CORP NEW A
Shares110.6K
Event2026-03-31
Filed2026-05-15
TSCO
-4.95%TRACTOR SUPPLY COMPANY
Shares69.7K
Event2026-03-31
Filed2026-05-15
MKC
0.00%MCCORMICK & CO.
Shares61.8K
Event2026-03-31
Filed2026-05-15
NOW
-41.18%SERVICENOW INC
Shares29.6K
Event2026-03-31
Filed2026-05-15
ADP
-14.39%AUTOMATIC DATA PRO
Shares14.3K
Event2026-03-31
Filed2026-05-15
ULTA
-5.83%ULTA BEAUTY INC
Shares5.5K
Event2026-03-31
Filed2026-05-15
MO
-2.69%ALTRIA GROUP
Shares43.9K
Event2026-03-31
Filed2026-05-15
GILD
13.19%GILEAD SCIENCES INC
Shares20.4K
Event2026-03-31
Filed2026-05-15
AMAT
-4.06%APPLIED MATERIALS
Shares8.3K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC COM NEW
14.44%CITIGROUP INC COM NEW
Shares24.7K
Event2026-03-31
Filed2026-05-15
WMB
1.89%WILLIAMS CO.
Shares37.8K
Event2026-03-31
Filed2026-05-15
D
29.80%DOMINION RES INC VA
Shares44.3K
Event2026-03-31
Filed2026-05-15
WELL
4.03%WELLTOWER INC
Shares13.8K
Event2026-03-31
Filed2026-05-15
UPS
-7.92%UNITED PARCEL SVC
Shares27.6K
Event2026-03-31
Filed2026-05-15
DOW
-10.34%DOW INC
Shares63.7K
Event2026-03-31
Filed2026-05-15
MS
4.26%MORGAN STANLEY
Shares15.9K
Event2026-03-31
Filed2026-05-15
WFC
11.18%WELLS FARGO & CO NEW
Shares32.9K
Event2026-03-31
Filed2026-05-15
KKR CO INC A
10.94%KKR CO INC A
Shares28.1K
Event2026-03-31
Filed2026-05-15
NSC
0.00%NORFOLK SOUTHERN
Shares8.8K
Event2026-03-31
Filed2026-05-15
O
-0.23%REALTY INCOME CORP
Shares41.1K
Event2026-03-31
Filed2026-05-15
BMY
4.05%BRISTOL MYERS SQUIBB
Shares40.7K
Event2026-03-31
Filed2026-05-15
BP
-2.57%BP AMOCO PLC ADR
Shares50.5K
Event2026-03-31
Filed2026-05-15
EFA
6.67%ISHARES MSCI EAFE
Shares24.0K
Event2026-03-31
Filed2026-05-15
IWD
6.06%ISHARES RUSSELL 1000 VALUE
Shares10.8K
Event2026-03-31
Filed2026-05-15
SPGI
-17.81%S P GLOBAL INC
Shares5.3K
Event2026-03-31
Filed2026-05-15
URI
-2.66%UNITED RENTALS
Shares3.0K
Event2026-03-31
Filed2026-05-15
IWF
0.95%ISHARES RUSSELL 1000 GROWTH
Shares5.0K
Event2026-03-31
Filed2026-05-15
TXN
-9.08%TEXAS INSTRUMENTS
Shares10.9K
Event2026-03-31
Filed2026-05-15
VO
24.49%VANGUARD MID-CAP ETF
Shares7.3K
Event2026-03-31
Filed2026-05-15
BK
2.05%BANK NEW YORK MELLON CORPCOM
Shares17.4K
Event2026-03-31
Filed2026-05-15
WM
-1.64%WASTE MANAGEMENT INC
Shares8.2K
Event2026-03-31
Filed2026-05-15
VUSB
18.28%VANGUARD ULTRA-SHORT BOND ETF
Shares37.8K
Event2026-03-31
Filed2026-05-15
NVS
1.26%NOVARTIS AG
Shares12.2K
Event2026-03-31
Filed2026-05-15
AWK
80.13%AMERICAN WTR WKS CO INC NEW
Shares13.7K
Event2026-03-31
Filed2026-05-15
VGT
159.57%VANGUARD INFORMATION TECHNOLOG
Shares2.6K
Event2026-03-31
Filed2026-05-15
AFL
3.89%AFLAC INCORPORATED
Shares16.7K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TRUST ETF
1.45%ISHARES GOLD TRUST ETF
Shares19.8K
Event2026-03-31
Filed2026-05-15
IWM
25.19%ISHARES RUSSELL 2000
Shares7.0K
Event2026-03-31
Filed2026-05-15
BIV
181.58%VANGUARD INTERMEDIATE-TERM BOND
Shares22.3K
Event2026-03-31
Filed2026-05-15
DLR
-3.62%DIGITAL REALTY TRUST
Shares9.4K
Event2026-03-31
Filed2026-05-15
ISRG
-8.49%INTUITIVE SURGICAL, INC.
Shares3.7K
Event2026-03-31
Filed2026-05-15
NEM
257.88%NEWMONT MINING CORP
Shares15.4K
Event2026-03-31
Filed2026-05-15
CSX
-10.00%CSX CORP
Shares40.5K
Event2026-03-31
Filed2026-05-15
UNP
1.67%UNION PACIFIC CORP
Shares6.7K
Event2026-03-31
Filed2026-05-15
PFE
-12.47%PFIZER INC
Shares57.7K
Event2026-03-31
Filed2026-05-15
VEU
0.57%VANGUARD FTSE ALL WORLD ETF
Shares21.4K
Event2026-03-31
Filed2026-05-15
SDY
0.93%SPDR S&P DIVIDEND
Shares10.8K
Event2026-03-31
Filed2026-05-15
KR
130.24%KROGER COMPANY
Shares21.7K
Event2026-03-31
Filed2026-05-15
LYV
-8.61%LIVE NATION
Shares10.2K
Event2026-03-31
Filed2026-05-15
SYY
-7.05%SYSCO CORP
Shares21.9K
Event2026-03-31
Filed2026-05-15
EFX
0.00%EQUIFAX, INC.
Shares8.5K
Event2026-03-31
Filed2026-05-15
DFAC
0.00%DIMENSIONAL U S CORE EQUITY 2 E
Shares38.6K
Event2026-03-31
Filed2026-05-15
QUAL
NewISHARES EDGE MSCI USA QUALITY F
Shares7.8K
Event2026-03-31
Filed2026-05-15
VLO
5.57%VALERO ENERGY
Shares6.0K
Event2026-03-31
Filed2026-05-15
PSX
-9.52%PHILLIPS 66
Shares8.1K
Event2026-03-31
Filed2026-05-15
XEL
-0.53%XCEL ENERGY INC
Shares18.4K
Event2026-03-31
Filed2026-05-15
BRK.A
0.00%BERKSHIRE HATHAWAY
Shares2
Event2026-03-31
Filed2026-05-15
RJF
0.36%RAYMOND JAMES FINL
Shares9.7K
Event2026-03-31
Filed2026-05-15
CARR
1.06%CARRIER GLOBAL CORPORATION COM
Shares24.1K
Event2026-03-31
Filed2026-05-15
USHY
31.68%ISHARES TR
Shares36.8K
Event2026-03-31
Filed2026-05-15
CVS
-11.26%CVS HEALTH CORPORATION
Shares18.8K
Event2026-03-31
Filed2026-05-15
XLE
6.52%ENERGY SELECT SECTOR SPDR
Shares22.0K
Event2026-03-31
Filed2026-05-15
CDNS
42.19%CADENCE DESIGN SYS
Shares4.8K
Event2026-03-31
Filed2026-05-15
HYG
-4.37%ISHARES HIGH YIELD CORP BND FD
Shares16.6K
Event2026-03-31
Filed2026-05-15
BSX
39.00%BOSTON SCIENTIFIC
Shares20.7K
Event2026-03-31
Filed2026-05-15
FANG
-2.20%DIAMONDBACK ENERGY INC
Shares6.5K
Event2026-03-31
Filed2026-05-15
DGX
54.58%QUEST DIAGNOSTICS
Shares6.5K
Event2026-03-31
Filed2026-05-15
DASH
33.20%DOORDASH INC CL A
Shares8.4K
Event2026-03-31
Filed2026-05-15
STZ
-18.33%CONSTELLATION BRANDS
Shares8.3K
Event2026-03-31
Filed2026-05-15
LHX
29.51%L3HARRIS TECHNOLOGIES ORD SHS
Shares3.6K
Event2026-03-31
Filed2026-05-15
OXY
23.11%OCCIDENTAL PETROLEUM
Shares19.1K
Event2026-03-31
Filed2026-05-15
IVW
2.52%ISHARES S&P 500 BARRA GROWTH
Shares10.9K
Event2026-03-31
Filed2026-05-15
OMC
-2.54%OMNICOM GROUP INC
Shares16.3K
Event2026-03-31
Filed2026-05-15
SCHD
25.55%SCHWAB US DIVIDEND EQUITY ETF
Shares39.9K
Event2026-03-31
Filed2026-05-15
VTR
-0.34%VENTAS INC
Shares14.8K
Event2026-03-31
Filed2026-05-15
MDY
-1.29%SPDR S&P MIDCAP 400 ETF TR
Shares1.9K
Event2026-03-31
Filed2026-05-15
TMO
25.10%THERMO FISHER SCIENTIFIC, INC
Shares2.2K
Event2026-03-31
Filed2026-05-15
APD
-0.05%AIR PRODS & CHEMS
Shares3.6K
Event2026-03-31
Filed2026-05-15
RIO
5.86%RIO TINTO PLC
Shares11.3K
Event2026-03-31
Filed2026-05-15
BDX
0.66%BECTON, DICKINSON
Shares6.7K
Event2026-03-31
Filed2026-05-15
CTVA
0.00%CORTEVA INC
Shares12.5K
Event2026-03-31
Filed2026-05-15
WDAY
21.44%WORKDAY INC
Shares8.0K
Event2026-03-31
Filed2026-05-15
PYPL
-75.77%PAYPAL HOLDINGS, INC.
Shares22.9K
Event2026-03-31
Filed2026-05-15
MPWR
134.41%MONOLITHIC POWER SYSTEMS INC
Shares947
Event2026-03-31
Filed2026-05-15
PLD
5.26%PROLOGIS
Shares7.7K
Event2026-03-31
Filed2026-05-15
DIA
0.00%SPDR DJ INDUSTRIAL AVERAGE ETF
Shares2.2K
Event2026-03-31
Filed2026-05-15
AMP
15.17%AMERIPRISE FINANCIAL, INC.
Shares2.3K
Event2026-03-31
Filed2026-05-15
EME
8.26%EMCOR GROUP INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
ALL
-3.90%ALLSTATE CORP
Shares4.8K
Event2026-03-31
Filed2026-05-15
DVY
40.37%ISHARES DJ SELECT DIVIDEND
Shares6.4K
Event2026-03-31
Filed2026-05-15
FDS
-4.14%FACTSET RESH SYS
Shares4.3K
Event2026-03-31
Filed2026-05-15
KMB
-20.91%KIMBERLY-CLARK
Shares9.4K
Event2026-03-31
Filed2026-05-15
CBSH
NewCOMMERCE BANCSHARES
Shares18.1K
Event2026-03-31
Filed2026-05-15
BABA
37.06%ALIBABA GROUP HOLDING LIMITED
Shares7.1K
Event2026-03-31
Filed2026-05-15
VWO
22.65%VANGUARD FTSE EMERGING MARKETS
Shares16.2K
Event2026-03-31
Filed2026-05-15
SPBO
0.00%SPDR BARCLAYS ISSUER SCORED COR
Shares30.0K
Event2026-03-31
Filed2026-05-15
GPC
-3.14%GENUINE PARTS CO
Shares8.2K
Event2026-03-31
Filed2026-05-15
IDXX
-13.47%IDEXX LABS INC
Shares1.5K
Event2026-03-31
Filed2026-05-15
VNQ
-7.81%VANGUARD SF REIT ETF
Shares9.4K
Event2026-03-31
Filed2026-05-15
NVO
26.19%NOVO-NORDISK A/S ADR
Shares22.6K
Event2026-03-31
Filed2026-05-15
HUM
161.23%HUMANA INC
Shares4.7K
Event2026-03-31
Filed2026-05-15
CMG
0.00%CHIPOTLE MEXICAN GRILL INC
Shares25.3K
Event2026-03-31
Filed2026-05-15
VXUS
NewVANGUARD TOTAL INTERNATIONAL ST
Shares10.5K
Event2026-03-31
Filed2026-05-15
MMM
5.99%3M CORPORATION
Shares5.5K
Event2026-03-31
Filed2026-05-15
ELV
18.18%ELEVANCE HEALTH ORD SHS
Shares2.7K
Event2026-03-31
Filed2026-05-15
GFS
0.00%GLOBALFOUNDRIES INC ORDINARY SH
Shares17.4K
Event2026-03-31
Filed2026-05-15
USMV
NewISHRS ED MSCI MIN VOL USA ETF
Shares8.4K
Event2026-03-31
Filed2026-05-15
OTIS
1.29%OTIS WORLDWIDE CORP
Shares10.0K
Event2026-03-31
Filed2026-05-15
ECL
0.31%ECOLAB INC
Shares2.9K
Event2026-03-31
Filed2026-05-15
AEP
0.00%AMERICAN ELEC PWR
Shares5.7K
Event2026-03-31
Filed2026-05-15
ITOT
5.25%ISHARES CORE S&P TOTAL US STOCK
Shares5.2K
Event2026-03-31
Filed2026-05-15
ADI
-0.56%ANALOG DEVICES INC
Shares2.3K
Event2026-03-31
Filed2026-05-15
TT
35.79%TRANE TECHNOLOGIES PLC
Shares1.7K
Event2026-03-31
Filed2026-05-15
CENCORA INC
21.07%CENCORA INC
Shares2.3K
Event2026-03-31
Filed2026-05-15
EW
-1.14%EDWARDS LIFESCIENCES
Shares8.7K
Event2026-03-31
Filed2026-05-15
AEM
0.15%AGNICO-EAGLE MINES LTD
Shares3.4K
Event2026-03-31
Filed2026-05-15
EXC
0.00%EXELON CORP
Shares14.1K
Event2026-03-31
Filed2026-05-15
ET
19.82%ENERGY TRANSFER EQ LP
Shares35.7K
Event2026-03-31
Filed2026-05-15
KHC
-40.12%KRAFT HEINZ CO
Shares30.2K
Event2026-03-31
Filed2026-05-15
ROST
-9.56%ROSS STORES, INC
Shares3.1K
Event2026-03-31
Filed2026-05-15
GIS
8.62%GENERAL MILLS
Shares17.4K
Event2026-03-31
Filed2026-05-15
VST
95.63%VISTRA ENERGY CORP
Shares4.3K
Event2026-03-31
Filed2026-05-15
LINDE PLC SHS
1.42%LINDE PLC SHS
Shares1.3K
Event2026-03-31
Filed2026-05-15
CTAS
0.97%CINTAS CORP
Shares3.7K
Event2026-03-31
Filed2026-05-15
XLF
28.71%FINANCIAL SEL SPDR
Shares12.8K
Event2026-03-31
Filed2026-05-15
MET
56.18%METLIFE INC.
Shares8.9K
Event2026-03-31
Filed2026-05-15
IWR
0.00%ISHARES RUSSELL MID CAP
Shares6.5K
Event2026-03-31
Filed2026-05-15
LULU
0.00%LULULEMON ATHLETICA INC
Shares3.9K
Event2026-03-31
Filed2026-05-15
DUPONT DE NEMOURS INC
0.64%DUPONT DE NEMOURS INC
Shares13.2K
Event2026-03-31
Filed2026-05-15
TRV
0.00%THE TRAVELERS COMPANIES
Shares2.1K
Event2026-03-31
Filed2026-05-15
TDIV
0.00%FIRST TRUST VI FIRST TR NASDAQ
Shares6.4K
Event2026-03-31
Filed2026-05-15
GSK PLC SPONSORED ADR
-13.29%GSK PLC SPONSORED ADR
Shares10.8K
Event2026-03-31
Filed2026-05-15
DTD
0.00%WISDOMTREE US TTL DIV FD ETF
Shares6.8K
Event2026-03-31
Filed2026-05-15
F
0.97%FORD MOTOR CO
Shares50.4K
Event2026-03-31
Filed2026-05-15
MRNA
0.00%MODERNA ORD SHS
Shares11.4K
Event2026-03-31
Filed2026-05-15
SCHG
39.61%SCHWAB US LARGE CAP GROWTH
Shares19.8K
Event2026-03-31
Filed2026-05-15
YUM
0.00%YUM BRANDS INC
Shares3.7K
Event2026-03-31
Filed2026-05-15
HXL
0.00%HEXCEL CORP NEW
Shares7.0K
Event2026-03-31
Filed2026-05-15
IGIB
3.69%ISHARES BARCLAYS INT
Shares10.6K
Event2026-03-31
Filed2026-05-15
ADCT
33.13%ADC THERAPEUTICS SA
Shares150.4K
Event2026-03-31
Filed2026-05-15
TSN
29.33%TYSON FOODS INC CL A
Shares8.8K
Event2026-03-31
Filed2026-05-15
EPD
8.02%ENTERPRISE PRODUCTS PARTNERS LP
Shares14.8K
Event2026-03-31
Filed2026-05-15
KVUE
-0.20%KENVUE INC COM
Shares32.0K
Event2026-03-31
Filed2026-05-15
GATX
0.00%GATX CORP
Shares3.2K
Event2026-03-31
Filed2026-05-15
SNOW
-0.28%SNOWFLAKE INC CL A
Shares3.6K
Event2026-03-31
Filed2026-05-15
PFM
0.00%INVESTCO EXCHANGE TRADED FD TR
Shares10.6K
Event2026-03-31
Filed2026-05-15
UMBF
-1.95%UMB FINANCIAL CORPORATION
Shares4.8K
Event2026-03-31
Filed2026-05-15
DFAX
16.99%DFA T.A.WORLD EX U.S. CORE EQUI
Shares15.8K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares4.6K
Event2026-03-31
Filed2026-05-15
AJG
0.00%GALLAGHER ARTHUR J & CO
Shares2.5K
Event2026-03-31
Filed2026-05-15
CELH
NewCELSIUS HOLDINGS INC
Shares14.9K
Event2026-03-31
Filed2026-05-15
OKE
5.33%ONEOK INC
Shares5.8K
Event2026-03-31
Filed2026-05-15
SAN
0.00%BANCO SANTANDER ADR
Shares46.0K
Event2026-03-31
Filed2026-05-15
MAR
1.74%MARRIOTT INTL INC
Shares1.6K
Event2026-03-31
Filed2026-05-15
GRMN
NewGARMIN LTD SHS
Shares2.2K
Event2026-03-31
Filed2026-05-15
PGX
-14.51%INVESCO PREFERRED ETF
Shares47.1K
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY HLDGS PUB LT
NewSEAGATE TECHNOLOGY HLDGS PUB LT
Shares1.3K
Event2026-03-31
Filed2026-05-15
ESGV
0.00%VANGUARD ESG US STOCK ETF
Shares4.5K
Event2026-03-31
Filed2026-05-15
CCK
10.58%CROWN HOLDINGS INC
Shares5.0K
Event2026-03-31
Filed2026-05-15
XLP
0.00%SELECT SECTOR SPDR-CONSUMER STA
Shares6.1K
Event2026-03-31
Filed2026-05-15
MUFG
52.14%MITSUBISHI UFJ FINL - ADR
Shares29.2K
Event2026-03-31
Filed2026-05-15
MATCH GROUP INC NEW
5.22%MATCH GROUP INC NEW
Shares15.7K
Event2026-03-31
Filed2026-05-15
FBT
NewFIRST TRUST ACRA BIOTECHNOLOGY
Shares2.3K
Event2026-03-31
Filed2026-05-15
AKAM
-9.37%AKAMAI TECHNOLOGIES INC
Shares4.1K
Event2026-03-31
Filed2026-05-15
GEHC
-9.28%GE HEALTHCARE TECHNOLOGIES INC
Shares6.5K
Event2026-03-31
Filed2026-05-15
PTCT
0.00%PTC THERAPEUTICS INC
Shares6.7K
Event2026-03-31
Filed2026-05-15
ARCC
0.00%ARES CAP CORP
Shares25.3K
Event2026-03-31
Filed2026-05-15
DLN
0.00%WISDOMTREE LC DVDND
Shares5.0K
Event2026-03-31
Filed2026-05-15
RWR
0.00%STREETTRACKS DJ WILSHIRE REIT E
Shares4.4K
Event2026-03-31
Filed2026-05-15
ARES
NewARES MANAGEMENT CORP A
Shares4.1K
Event2026-03-31
Filed2026-05-15
DFLV
NewDFA DIMENSIONAL US LARGE CAP VA
Shares12.3K
Event2026-03-31
Filed2026-05-15
HSBC
0.00%HSBC HOLDINGS PLC
Shares5.2K
Event2026-03-31
Filed2026-05-15
SPYV
-5.57%SPDR PORTFOLIO S&P 500 VALUE ET
Shares7.6K
Event2026-03-31
Filed2026-05-15
USB
-41.46%US BANCORP COM
Shares8.3K
Event2026-03-31
Filed2026-05-15
CASY
41.59%CASEY'S GEN STORES
Shares589
Event2026-03-31
Filed2026-05-15
MNST
27.21%MONSTER BEVERAGE CORPORATION
Shares5.9K
Event2026-03-31
Filed2026-05-15
MAS
0.00%MASCO CORPORATION
Shares7.0K
Event2026-03-31
Filed2026-05-15
ALERIAN MLP ETF
0.89%ALERIAN MLP ETF
Shares8.1K
Event2026-03-31
Filed2026-05-15
HIG
0.00%HARTFORD FINL SVCS
Shares3.1K
Event2026-03-31
Filed2026-05-15
TM
0.00%ADR TOYOTA MOTOR
Shares2.0K
Event2026-03-31
Filed2026-05-15
IQV
-5.19%IQVIA HOLDINGS INC
Shares2.4K
Event2026-03-31
Filed2026-05-15
XLK
0.00%TECHNOLOGY SELECT SPDR
Shares3.1K
Event2026-03-31
Filed2026-05-15
VGSH
0.00%VANGUARD SHORT-TERM GOV ETF
Shares7.1K
Event2026-03-31
Filed2026-05-15
FVD
NewFIRST TRUST VALUE LINE DIVIDEND
Shares8.8K
Event2026-03-31
Filed2026-05-15
FITB
NewFIFTH THIRD BANCORP
Shares8.9K
Event2026-03-31
Filed2026-05-15
AMT
20.09%AMERICAN TOWER CORP
Shares2.4K
Event2026-03-31
Filed2026-05-15
SOXX
69.04%ISHARES SEMICONDUCTOR ETF
Shares1.2K
Event2026-03-31
Filed2026-05-15
VAW
NewVANGUARD MTRL ETF
Shares1.8K
Event2026-03-31
Filed2026-05-15
VBK
0.00%VANGUARD SM-CAP ETF
Shares1.3K
Event2026-03-31
Filed2026-05-15
NZF
NewNUVEEN MUNICIPAL CREDIT INCOME
Shares33.0K
Event2026-03-31
Filed2026-05-15
CHD
0.00%CHURCH & DWIGHT CO INC
Shares4.3K
Event2026-03-31
Filed2026-05-15
INVESCO S&P 500 EQUAL WEIGHT ET
10.08%INVESCO S&P 500 EQUAL WEIGHT ET
Shares2.1K
Event2026-03-31
Filed2026-05-15
CBT
2.82%CABOT CORP
Shares5.1K
Event2026-03-31
Filed2026-05-15
COIN
70.13%COINBASE GLOBAL ORD SHS CLASS A
Shares2.2K
Event2026-03-31
Filed2026-05-15
KMI
8.83%KINDER MORGAN INC
Shares11.5K
Event2026-03-31
Filed2026-05-15
KMPR
0.00%KEMPER CORP
Shares12.6K
Event2026-03-31
Filed2026-05-15
DDOG
NewDATADOG INC CLASS A
Shares3.2K
Event2026-03-31
Filed2026-05-15
VOE
NewVANGUARD MID-CAP VALUE
Shares2.0K
Event2026-03-31
Filed2026-05-15
JBL
1.42%JABIL CIRCUIT INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
VGK
0.00%VANGUARD FTSE EUROPE
Shares4.3K
Event2026-03-31
Filed2026-05-15
GOVT
NewISHARES US TREASURY BOND ETF
Shares15.5K
Event2026-03-31
Filed2026-05-15
RL
NewRALPH LAUREN CORP
Shares1.0K
Event2026-03-31
Filed2026-05-15
ED
0.00%CONSOL EDISON OF NY
Shares3.1K
Event2026-03-31
Filed2026-05-15
IWS
0.00%ISHARES RUSSELL MIDCAP VALUE FD
Shares2.4K
Event2026-03-31
Filed2026-05-15
SRE
-40.93%SEMPRA ENERGY
Shares3.6K
Event2026-03-31
Filed2026-05-15
APOLLO GLOBAL MGMT INC COM
92.87%APOLLO GLOBAL MGMT INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-15
STANLEY BLACK & DECKER INC
-10.66%STANLEY BLACK & DECKER INC
Shares4.9K
Event2026-03-31
Filed2026-05-15
VRT
NewVERTIV HOLDINGS CO
Shares1.4K
Event2026-03-31
Filed2026-05-15
RY
-2.74%ROYAL BANK OF CANADA
Shares2.1K
Event2026-03-31
Filed2026-05-15
BOTZ
0.00%GLOBAL X ROBO & AI THEMATIC ETF
Shares10.3K
Event2026-03-31
Filed2026-05-15
HII
21.64%HUNTINGTON INGALLS INDS INC
Shares888
Event2026-03-31
Filed2026-05-15
CNI
0.00%CANADIAN NATL RR
Shares3.3K
Event2026-03-31
Filed2026-05-15
JLL
0.00%JONES LANG LASALLE INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
IWP
1.27%ISHARES RUSSELL MIDCAP GROWTH F
Shares2.6K
Event2026-03-31
Filed2026-05-15
EOG
3.53%EOG RES INC
Shares2.3K
Event2026-03-31
Filed2026-05-15
IGSB
3.22%ISHARES BARCLAYS 1-3 YR CD BD F
Shares6.1K
Event2026-03-31
Filed2026-05-15
ABNB
1.60%AIRBNB INC CL A
Shares2.5K
Event2026-03-31
Filed2026-05-15
UBS
0.00%UBS GROUP AG
Shares8.2K
Event2026-03-31
Filed2026-05-15
GDX
NewVANECK VECTORS GOLD MINERS ETF
Shares3.4K
Event2026-03-31
Filed2026-05-15
KBWB
6.34%INVESCO KBW BANK ETF
Shares4.0K
Event2026-03-31
Filed2026-05-15
VOOG
0.00%VANGUARD S&P 500 GROWTH
Shares757
Event2026-03-31
Filed2026-05-15
HP INC
-8.80%HP INC
Shares16.1K
Event2026-03-31
Filed2026-05-15
IWO
21.77%ISHARES RUSSELL 2000 GROWTH
Shares979
Event2026-03-31
Filed2026-05-15
KLAC
1.96%KLA TENCOR CORP
Shares208
Event2026-03-31
Filed2026-05-15
DGRW
NewWISDOMTREE US QUALITY DIVIDEND
Shares3.5K
Event2026-03-31
Filed2026-05-15
FOXA
12.82%FOX CORP CLASS A W I
Shares5.2K
Event2026-03-31
Filed2026-05-15
BXSL
28.14%BLACKSTONE SECURED LENDING ORD
Shares12.8K
Event2026-03-31
Filed2026-05-15
HSY
0.00%HERSHEY FOODS CORP
Shares1.5K
Event2026-03-31
Filed2026-05-15
WTW
-13.33%WILLIS TOWERS WATSON PUBLIC LTD
Shares1.0K
Event2026-03-31
Filed2026-05-15
MFC
0.00%MANULIFE FINL CORP
Shares8.8K
Event2026-03-31
Filed2026-05-15
JCI
NewJOHNSON CONTROLS INTERNATIONAL
Shares2.3K
Event2026-03-31
Filed2026-05-15
SCHB
14.42%SCHWAB US BROAD MARKET
Shares11.7K
Event2026-03-31
Filed2026-05-15
IAC
4.13%IAC INTERACTIVECORP NEW
Shares7.2K
Event2026-03-31
Filed2026-05-15
VCR
NewVANGUARD VIPERS
Shares797
Event2026-03-31
Filed2026-05-15
TD
0.00%TORONTO DOMINION
Shares3.1K
Event2026-03-31
Filed2026-05-15
GWW
0.00%GRAINGER W W INC
Shares260
Event2026-03-31
Filed2026-05-15
VYMI
0.00%VANGUARD INTERNATIONAL HIGH ETF
Shares3.0K
Event2026-03-31
Filed2026-05-15
XBI
NewSPDR S&P BIOTECH ETF
Shares2.2K
Event2026-03-31
Filed2026-05-15
SONY
0.00%SONY CORP
Shares13.1K
Event2026-03-31
Filed2026-05-15
PRU
-2.27%PRUDENTIAL FINANCIAL
Shares2.8K
Event2026-03-31
Filed2026-05-15
FE
0.00%FIRSTENERGY CORP
Shares5.3K
Event2026-03-31
Filed2026-05-15
HEI
3.00%HEICO CORP
Shares962
Event2026-03-31
Filed2026-05-15
DRI
0.00%DARDEN RESTAURANTS
Shares1.3K
Event2026-03-31
Filed2026-05-15
MCHP
-4.74%MICROCHIP TECH INC
Shares4.0K
Event2026-03-31
Filed2026-05-15
DBEF
NewDEUTSCHE X TRACKERS MSCI EAFE H
Shares5.3K
Event2026-03-31
Filed2026-05-15
EIX
-16.41%EDISON INTL
Shares3.5K
Event2026-03-31
Filed2026-05-15
IJT
NewISHARES S&P SMALL CAP 600 GROWT
Shares1.7K
Event2026-03-31
Filed2026-05-15
IWV
0.00%ISHARES RUSSELL 3000
Shares675
Event2026-03-31
Filed2026-05-15
J
25.99%JACOBS SOLUTIONS INC
Shares1.9K
Event2026-03-31
Filed2026-05-15
IYW
30.44%ISHARES DJ US TECHNOLOGY
Shares1.3K
Event2026-03-31
Filed2026-05-15
PHO
0.00%INVESCO WATER RESOURCES ETF TRU
Shares3.6K
Event2026-03-31
Filed2026-05-15
ORI
-19.20%OLD REPUBLIC INTL
Shares6.0K
Event2026-03-31
Filed2026-05-15
CAH
0.00%CARDINAL HEALTH INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
BHP
NewBHP BILLITON LIMITED
Shares3.3K
Event2026-03-31
Filed2026-05-15
SHW
-0.27%SHERWIN WILLIAMS CO
Shares733
Event2026-03-31
Filed2026-05-15
PKG
0.00%PACKAGING CP AMER
Shares1.1K
Event2026-03-31
Filed2026-05-15
FBIN
0.00%FORTUNE BRANDS HOME & SECURITY,
Shares6.0K
Event2026-03-31
Filed2026-05-15
LQD
11.84%ISHARES IBOXX $ INVMNT GRD CORP
Shares2.1K
Event2026-03-31
Filed2026-05-15
AXON
NewAXON ENTERPRISE INC
Shares538
Event2026-03-31
Filed2026-05-15
IJJ
0.00%ISHARES S&P MIDCAP 400 BARRA VA
Shares1.7K
Event2026-03-31
Filed2026-05-15
IBB
NewISHARES NASDAQ BIOTECH INDEX
Shares1.3K
Event2026-03-31
Filed2026-05-15
BUD
NewANHEUSER BUSCH SPONS ADR
Shares3.3K
Event2026-03-31
Filed2026-05-15
ABERDEEN STANDARD PHYSICAL SWIS
0.00%ABERDEEN STANDARD PHYSICAL SWIS
Shares5.1K
Event2026-03-31
Filed2026-05-15
TRGP
NewTARGA RESOURCES CORPORATION
Shares890
Event2026-03-31
Filed2026-05-15
RSG
5.06%REPUBLIC SERVICES
Shares1.0K
Event2026-03-31
Filed2026-05-15
MARVELL TECHNOLOGY INC
NewMARVELL TECHNOLOGY INC
Shares2.2K
Event2026-03-31
Filed2026-05-15
HLT
0.00%HILTON WORLDWIDE HLDGS WI
Shares727
Event2026-03-31
Filed2026-05-15
RF
0.00%REGIONS FINL CORP
Shares8.4K
Event2026-03-31
Filed2026-05-15
MKC.V
0.00%MCCORMICK & CO INC CL V
Shares4.4K
Event2026-03-31
Filed2026-05-15
XLV
0.00%SELECT SECTOR SPDR-HEALTH CARE
Shares1.5K
Event2026-03-31
Filed2026-05-15
VOT
4.98%VANGUARD MID-CAP GRO
Shares843
Event2026-03-31
Filed2026-05-15
EFAV
0.00%ISHARES MSCI EAFE MINIMUM VOLAT
Shares2.4K
Event2026-03-31
Filed2026-05-15
MCO
0.00%MOODYS CORP
Shares492
Event2026-03-31
Filed2026-05-15
OEF
-57.58%ISHARES S&P 100
Shares663
Event2026-03-31
Filed2026-05-15
ETR
-25.65%ENTERGY CORP.
Shares1.9K
Event2026-03-31
Filed2026-05-15
MSI
NewMOTOROLA SOLUTIONS INC
Shares475
Event2026-03-31
Filed2026-05-15
VLTO
-7.11%VERALTO ORD SHS
Shares2.3K
Event2026-03-31
Filed2026-05-15
AES
NewAES CORPORATION
Shares11.5K
Event2026-03-31
Filed2026-05-15
NMZ
NewNUVEEN MUNICIPAL HIGH INCOME OP
Shares15.0K
Event2026-03-31
Filed2026-05-15
LYG
-7.68%LLOYDS TSB GROUP PLC
Shares26.5K
Event2026-03-31
Filed2026-05-15
TEF
0.00%TELEFONICA ADR
Shares13.9K
Event2026-03-31
Filed2026-05-15
OPK
NewOPKO HEALTH INC
Shares10.0K
Event2026-03-31
Filed2026-05-15
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