The Analysis of FLPUTNAM INVESTMENT MANAGEMENT CO's Holdings & P&L


Currently, FLPUTNAM INVESTMENT MANAGEMENT CO holds 569 types of securities in its portfolio with a total value $6.7B. In the most recent quarter, they have increased their positions in ADI (+356.1K shares, valued at $113.3M), IEMG (+1.2M shares, valued at $83.7M), N/A (+148.4K shares, valued at $29.3M); decreased their positions in NFLX (-383.4K shares, valued at $36.9M), FLOT (-440.4K shares, valued at $22.4M), N/A (-99.8K shares, valued at $21.3M); initiated new positions in N/A (+148.4K shares, valued at $29.3M), ESGE (+557.4K shares, valued at $25.3M), XEMD (+297.1K shares, valued at $13.1M).


1M P&L
+211.8M+3.24%
3M P&L
+250.0M+3.85%
HY P&L
+599.6M+9.76%

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/A2.7B
45.5%
2Semiconductors521.7M
8.8%
3Software - Infrastructure245.6M
4.1%

Top Industries by Stock Count

1N/A185 stocks
35.3%
2Software - Application16 stocks
3.1%
3Banks - Diversified11 stocks
2.1%
Stock Holdings
IVV
ISHARES TR
-0.49%
Shares1.2M
Event2026-03-31
Filed2026-05-05
IEFA
ISHARES TR
-4.36%
Shares5.0M
Event2026-03-31
Filed2026-05-05
NVDA
NVIDIA CORPORATION
-0.41%
Shares1.6M
Event2026-03-31
Filed2026-05-05
AAPL
APPLE INC
0.15%
Shares924.9K
Event2026-03-31
Filed2026-05-05
MSFT
MICROSOFT CORP
-1.46%
Shares593.7K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
2.52%
Shares654.5K
Event2026-03-31
Filed2026-05-05
ADI
ANALOG DEVICES INC
608.99%
Shares414.5K
Event2026-03-31
Filed2026-05-05
AMZN
AMAZON COM INC
-3.76%
Shares617.3K
Event2026-03-31
Filed2026-05-05
IGSB
ISHARES TR
3.71%
Shares2.4M
Event2026-03-31
Filed2026-05-05
BROADCOM INC
BROADCOM INC
-7.64%
Shares405.4K
Event2026-03-31
Filed2026-05-05
ESGD
ISHARES TR
-15.98%
Shares1.1M
Event2026-03-31
Filed2026-05-05
IJH
ISHARES TR
-1.94%
Shares1.6M
Event2026-03-31
Filed2026-05-05
JPM
JPMORGAN CHASE & CO
3.28%
Shares345.9K
Event2026-03-31
Filed2026-05-05
STIP
ISHARES TR
2.31%
Shares935.4K
Event2026-03-31
Filed2026-05-05
V
VISA INC
4.41%
Shares285.1K
Event2026-03-31
Filed2026-05-05
IEMG
ISHARES INC
13767.91%
Shares1.2M
Event2026-03-31
Filed2026-05-05
LAM RESEARCH CORP
LAM RESEARCH CORP
-20.58%
Shares385.1K
Event2026-03-31
Filed2026-05-05
VCIT
VANGUARD SCOTTSDALE FDS
6.97%
Shares872.1K
Event2026-03-31
Filed2026-05-05
SPTS
SPDR SERIES TRUST
7.52%
Shares2.4M
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
-2.64%
Shares240.3K
Event2026-03-31
Filed2026-05-05
LLY
ELI LILLY & CO
31.62%
Shares74.1K
Event2026-03-31
Filed2026-05-05
FLOT
ISHARES TR
-25.51%
Shares1.3M
Event2026-03-31
Filed2026-05-05
TJX
TJX COS INC NEW
-0.10%
Shares391.9K
Event2026-03-31
Filed2026-05-05
SPYV
SPDR SERIES TRUST
-1.61%
Shares1.1M
Event2026-03-31
Filed2026-05-05
COST
COSTCO WHOLESALE CORPORATION
-0.56%
Shares60.8K
Event2026-03-31
Filed2026-05-05
VTI
VANGUARD INDEX FDS
3.58%
Shares158.3K
Event2026-03-31
Filed2026-05-05
SPY
STATE STR SPDR S&P 500 ETF T
-0.85%
Shares76.8K
Event2026-03-31
Filed2026-05-05
META
META PLATFORMS INC
-11.83%
Shares82.2K
Event2026-03-31
Filed2026-05-05
MU
MICRON TECHNOLOGY INC
5.61%
Shares129.7K
Event2026-03-31
Filed2026-05-05
RSG
REPUBLIC SVCS INC
1.17%
Shares191.8K
Event2026-03-31
Filed2026-05-05
MCK
MCKESSON CORP
8.24%
Shares47.8K
Event2026-03-31
Filed2026-05-05
MS
MORGAN STANLEY
36.74%
Shares241.0K
Event2026-03-31
Filed2026-05-05
BAC
BANK AMERICA CORP
-3.09%
Shares716.9K
Event2026-03-31
Filed2026-05-05
ABBV
ABBVIE INC
1.49%
Shares156.4K
Event2026-03-31
Filed2026-05-05
NEE
NEXTERA ENERGY INC
-0.17%
Shares360.7K
Event2026-03-31
Filed2026-05-05
JMST
J P MORGAN EXCHANGE TRADED F
4.97%
Shares648.6K
Event2026-03-31
Filed2026-05-05
EATON CORP PLC
EATON CORP PLC
-9.56%
Shares91.8K
Event2026-03-31
Filed2026-05-05
VGIT
VANGUARD SCOTTSDALE FDS
-26.40%
Shares544.1K
Event2026-03-31
Filed2026-05-05
HD
HOME DEPOT INC
-0.31%
Shares98.2K
Event2026-03-31
Filed2026-05-05
SCHW
SCHWAB CHARLES CORP
-2.29%
Shares321.9K
Event2026-03-31
Filed2026-05-05
MERCK & CO INC
MERCK & CO INC
19.32%
Shares250.9K
Event2026-03-31
Filed2026-05-05
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares148.4K
Event2026-03-31
Filed2026-05-05
KO
COCA COLA CO
-5.22%
Shares380.2K
Event2026-03-31
Filed2026-05-05
UNP
UNION PAC CORP
-1.08%
Shares116.4K
Event2026-03-31
Filed2026-05-05
SYK
STRYKER CORPORATION
0.65%
Shares83.6K
Event2026-03-31
Filed2026-05-05
LOW
LOWES COS INC
-0.64%
Shares115.5K
Event2026-03-31
Filed2026-05-05
APP
APPLOVIN CORP
-17.67%
Shares67.6K
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TR
INVESCO QQQ TR
-1.17%
Shares45.9K
Event2026-03-31
Filed2026-05-05
WMB
WILLIAMS COS INC
47.39%
Shares363.1K
Event2026-03-31
Filed2026-05-05
ACM
AECOM
16.74%
Shares302.0K
Event2026-03-31
Filed2026-05-05
ESGE
ISHARES INC
New
Shares557.4K
Event2026-03-31
Filed2026-05-05
HLI
HOULIHAN LOKEY INC
1.33%
Shares173.5K
Event2026-03-31
Filed2026-05-05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.02%
Shares72.3K
Event2026-03-31
Filed2026-05-05
BKNG
BOOKING HOLDINGS INC
-10.96%
Shares5.6K
Event2026-03-31
Filed2026-05-05
EFA
ISHARES TR
0.10%
Shares241.4K
Event2026-03-31
Filed2026-05-05
CSCO
CISCO SYS INC
51.01%
Shares301.7K
Event2026-03-31
Filed2026-05-05
PSA
PUBLIC STORAGE OPER CO
3.36%
Shares83.6K
Event2026-03-31
Filed2026-05-05
MA
MASTERCARD INCORPORATED
-13.20%
Shares42.7K
Event2026-03-31
Filed2026-05-05
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-17.30%
Shares190.4K
Event2026-03-31
Filed2026-05-05
TBIL
RBB FD INC
185.21%
Shares415.4K
Event2026-03-31
Filed2026-05-05
CVX
CHEVRON CORPORATION
0.67%
Shares99.7K
Event2026-03-31
Filed2026-05-05
EMR
EMERSON ELEC CO
3.86%
Shares156.1K
Event2026-03-31
Filed2026-05-05
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-0.62%
Shares166.3K
Event2026-03-31
Filed2026-05-05
AMGN
AMGEN INC
3.64%
Shares57.3K
Event2026-03-31
Filed2026-05-05
TMUS
T-MOBILE US INC
-34.58%
Shares95.4K
Event2026-03-31
Filed2026-05-05
GLW
CORNING INC
-5.14%
Shares142.4K
Event2026-03-31
Filed2026-05-05
CBRE
CBRE GROUP INC
3.79%
Shares142.7K
Event2026-03-31
Filed2026-05-05
GILD
GILEAD SCIENCES INC
31.01%
Shares138.5K
Event2026-03-31
Filed2026-05-05
VEA
VANGUARD TAX-MANAGED FDS
-4.64%
Shares290.0K
Event2026-03-31
Filed2026-05-05
AMD
ADVANCED MICRO DEVICES INC
494.99%
Shares91.2K
Event2026-03-31
Filed2026-05-05
IEF
ISHARES TR
1.91%
Shares193.5K
Event2026-03-31
Filed2026-05-05
ESGU
ISHARES TR
1.31%
Shares128.3K
Event2026-03-31
Filed2026-05-05
VRTX
VERTEX PHARMACEUTICALS INC
7.36%
Shares39.5K
Event2026-03-31
Filed2026-05-05
ORLY
OREILLY AUTOMOTIVE INC
-2.38%
Shares190.2K
Event2026-03-31
Filed2026-05-05
EFAX
SPDR INDEX SHS FDS
9.60%
Shares349.2K
Event2026-03-31
Filed2026-05-05
GVI
ISHARES TR
-1.31%
Shares161.3K
Event2026-03-31
Filed2026-05-05
TMO
THERMO FISHER SCIENTIFIC INC
13.03%
Shares34.8K
Event2026-03-31
Filed2026-05-05
CL
COLGATE PALMOLIVE CO
-2.06%
Shares196.8K
Event2026-03-31
Filed2026-05-05
JNJ
JOHNSON & JOHNSON
0.80%
Shares67.8K
Event2026-03-31
Filed2026-05-05
WTRG
ESSENTIAL UTILS INC
-24.72%
Shares410.8K
Event2026-03-31
Filed2026-05-05
BLACKROCK INC
BLACKROCK INC
-0.07%
Shares16.5K
Event2026-03-31
Filed2026-05-05
PANW
PALO ALTO NETWORKS INC
-42.18%
Shares98.5K
Event2026-03-31
Filed2026-05-05
ASML
ASML HLDG NV
64.57%
Shares11.9K
Event2026-03-31
Filed2026-05-05
AMAT
APPLIED MATLS INC
-26.72%
Shares44.7K
Event2026-03-31
Filed2026-05-05
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
2.36%
Shares78.2K
Event2026-03-31
Filed2026-05-05
PG
PROCTER & GAMBLE CO
0.29%
Shares103.8K
Event2026-03-31
Filed2026-05-05
APH
AMPHENOL CORP
-4.12%
Shares117.5K
Event2026-03-31
Filed2026-05-05
XOM
EXXON MOBIL CORP
-8.91%
Shares87.5K
Event2026-03-31
Filed2026-05-05
CAH
CARDINAL HEALTH INC
2.02%
Shares70.2K
Event2026-03-31
Filed2026-05-05
SHW
SHERWIN WILLIAMS CO
-0.76%
Shares46.1K
Event2026-03-31
Filed2026-05-05
PH
PARKER-HANNIFIN CORP
-4.21%
Shares16.4K
Event2026-03-31
Filed2026-05-05
DRI
DARDEN RESTAURANTS INC
0.48%
Shares72.4K
Event2026-03-31
Filed2026-05-05
CIEN
CIENA CORP
23.31%
Shares35.8K
Event2026-03-31
Filed2026-05-05
SPTI
SPDR SERIES TRUST
1565.71%
Shares470.0K
Event2026-03-31
Filed2026-05-05
CAT
CATERPILLAR INC
3.55%
Shares18.9K
Event2026-03-31
Filed2026-05-05
IBM
INTERNATIONAL BUSINESS MACHS
-41.55%
Shares55.1K
Event2026-03-31
Filed2026-05-05
LNG
CHENIERE ENERGY INC
-23.16%
Shares46.9K
Event2026-03-31
Filed2026-05-05
INTC
INTEL CORP
1.80%
Shares299.8K
Event2026-03-31
Filed2026-05-05
RTX
RTX CORPORATION
-5.67%
Shares68.2K
Event2026-03-31
Filed2026-05-05
XEMD
BONDBLOXX ETF TRUST
New
Shares297.1K
Event2026-03-31
Filed2026-05-05
KLAC
KLA CORP
-1.01%
Shares8.8K
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
8.38%
Shares27.0K
Event2026-03-31
Filed2026-05-05
ISHARES GOLD TR
ISHARES GOLD TR
11.76%
Shares146.3K
Event2026-03-31
Filed2026-05-05
SUB
ISHARES TR
1.66%
Shares120.9K
Event2026-03-31
Filed2026-05-05
BMY
BRISTOL-MYERS SQUIBB CO
2.97%
Shares209.7K
Event2026-03-31
Filed2026-05-05
TRVI
TREVI THERAPEUTICS INC
0.94%
Shares1.1M
Event2026-03-31
Filed2026-05-05
MMIT
NEW YORK LIFE INVTS ACTIVE E
8.43%
Shares503.0K
Event2026-03-31
Filed2026-05-05
PTC
PTC INC
3.61%
Shares84.8K
Event2026-03-31
Filed2026-05-05
GEV
GE VERNOVA INC
222.70%
Shares13.8K
Event2026-03-31
Filed2026-05-05
VIG
VANGUARD SPECIALIZED FUNDS
-2.11%
Shares55.3K
Event2026-03-31
Filed2026-05-05
GS
GOLDMAN SACHS GROUP INC
6.09%
Shares13.9K
Event2026-03-31
Filed2026-05-05
VZ
VERIZON COMMUNICATIONS INC
-0.96%
Shares233.0K
Event2026-03-31
Filed2026-05-05
WMT
WALMART INC
0.90%
Shares94.0K
Event2026-03-31
Filed2026-05-05
VLO
VALERO ENERGY CORP
37.77%
Shares47.0K
Event2026-03-31
Filed2026-05-05
EME
EMCOR GROUP INC
6.69%
Shares15.6K
Event2026-03-31
Filed2026-05-05
IWF
ISHARES TR
-1.20%
Shares26.3K
Event2026-03-31
Filed2026-05-05
XJH
ISHARES TR
-3.24%
Shares243.9K
Event2026-03-31
Filed2026-05-05
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
4340.81%
Shares111.4K
Event2026-03-31
Filed2026-05-05
MSI
MOTOROLA SOLUTIONS INC
2.44%
Shares25.3K
Event2026-03-31
Filed2026-05-05
MCD
MCDONALDS CORP
6.25%
Shares35.2K
Event2026-03-31
Filed2026-05-05
IWM
ISHARES TR
1.65%
Shares42.4K
Event2026-03-31
Filed2026-05-05
VLTO
VERALTO CORP
-0.60%
Shares118.6K
Event2026-03-31
Filed2026-05-05
TT
TRANE TECHNOLOGIES PLC
1.72%
Shares24.2K
Event2026-03-31
Filed2026-05-05
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
37.21%
Shares46.6K
Event2026-03-31
Filed2026-05-05
HON
HONEYWELL INTL INC
2.94%
Shares42.8K
Event2026-03-31
Filed2026-05-05
PJT
PJT PARTNERS INC
-1.28%
Shares67.6K
Event2026-03-31
Filed2026-05-05
FCX
FREEPORT MCMORAN INC
-4.37%
Shares160.6K
Event2026-03-31
Filed2026-05-05
SHY
ISHARES TR
-6.20%
Shares114.3K
Event2026-03-31
Filed2026-05-05
SUSB
ISHARES TR
-0.46%
Shares375.6K
Event2026-03-31
Filed2026-05-05
MMC
MARSH & MCLENNAN COS INC
-48.29%
Shares51.9K
Event2026-03-31
Filed2026-05-05
PWR
QUANTA SVCS INC
313.11%
Shares16.2K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE
GE AEROSPACE
148.04%
Shares31.2K
Event2026-03-31
Filed2026-05-05
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-17.79%
Shares14.8K
Event2026-03-31
Filed2026-05-05
NVT
NVENT ELEC PLC
12.49%
Shares74.6K
Event2026-03-31
Filed2026-05-05
MEDTRONIC PLC
MEDTRONIC PLC
393.75%
Shares101.4K
Event2026-03-31
Filed2026-05-05
IDXX
IDEXX LABS INC
-1.30%
Shares15.2K
Event2026-03-31
Filed2026-05-05
ESML
ISHARES TR
-12.00%
Shares176.8K
Event2026-03-31
Filed2026-05-05
BKR
BAKER HUGHES COMPANY
-1.01%
Shares132.5K
Event2026-03-31
Filed2026-05-05
QCOM
QUALCOMM INC
-10.47%
Shares62.6K
Event2026-03-31
Filed2026-05-05
PLD
PROLOGIS INC.
3.91%
Shares60.9K
Event2026-03-31
Filed2026-05-05
ABT
ABBOTT LABORATORIES
-28.99%
Shares77.4K
Event2026-03-31
Filed2026-05-05
WAB
WABTEC
-0.25%
Shares30.9K
Event2026-03-31
Filed2026-05-05
CB
CHUBB LTD SWITZ
-4.08%
Shares23.7K
Event2026-03-31
Filed2026-05-05
ITRI
ITRON INC
47.24%
Shares84.5K
Event2026-03-31
Filed2026-05-05
CFG
CITIZENS FINL GROUP INC
New
Shares125.4K
Event2026-03-31
Filed2026-05-05
LQD
ISHARES TR
4.36%
Shares68.7K
Event2026-03-31
Filed2026-05-05
MP
MP MATERIALS CORP
8.30%
Shares150.4K
Event2026-03-31
Filed2026-05-05
AA
ALCOA CORP
New
Shares103.7K
Event2026-03-31
Filed2026-05-05
VGT
VANGUARD WORLD FD
-7.23%
Shares9.8K
Event2026-03-31
Filed2026-05-05
BSX
BOSTON SCIENTIFIC CORP
-67.54%
Shares108.8K
Event2026-03-31
Filed2026-05-05
CEG
CONSTELLATION ENERGY CORP
109.95%
Shares23.9K
Event2026-03-31
Filed2026-05-05
XYL
XYLEM INC
12.13%
Shares55.7K
Event2026-03-31
Filed2026-05-05
SCHX
SCHWAB STRATEGIC TR
-4.52%
Shares258.0K
Event2026-03-31
Filed2026-05-05
JBL
JABIL INC
New
Shares24.5K
Event2026-03-31
Filed2026-05-05
EEMX
SPDR INDEX SHS FDS
New
Shares147.1K
Event2026-03-31
Filed2026-05-05
KR
KROGER CO
15.97%
Shares86.7K
Event2026-03-31
Filed2026-05-05
CMCSA
COMCAST CORP NEW
-5.60%
Shares212.8K
Event2026-03-31
Filed2026-05-05
SNA
SNAP ON INC
11.64%
Shares16.7K
Event2026-03-31
Filed2026-05-05
MUB
ISHARES TR
-13.05%
Shares57.1K
Event2026-03-31
Filed2026-05-05
AXP
AMERICAN EXPRESS CO
16.94%
Shares19.4K
Event2026-03-31
Filed2026-05-05
ITOT
ISHARES TR
-2.48%
Shares40.0K
Event2026-03-31
Filed2026-05-05
A
AGILENT TECHNOLOGIES INC
-0.95%
Shares49.5K
Event2026-03-31
Filed2026-05-05
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
1.35%
Shares65.7K
Event2026-03-31
Filed2026-05-05
PCAR
PACCAR INC
-5.06%
Shares47.8K
Event2026-03-31
Filed2026-05-05
HIG
HARTFORD INSURANCE GROUP INC
-7.64%
Shares40.8K
Event2026-03-31
Filed2026-05-05
LMT
LOCKHEED MARTIN CORP
-5.74%
Shares8.9K
Event2026-03-31
Filed2026-05-05
MDY
STATE STR SPDR S&P MIDCAP 40
-1.59%
Shares8.5K
Event2026-03-31
Filed2026-05-05
DELL
DELL TECHNOLOGIES INC
124.95%
Shares31.9K
Event2026-03-31
Filed2026-05-05
VBIL
VANGUARD INSTL INDEX FD
-74.57%
Shares67.3K
Event2026-03-31
Filed2026-05-05
ORCL
ORACLE CORP
-24.75%
Shares33.6K
Event2026-03-31
Filed2026-05-05
CWEN
CLEARWAY ENERGY INC
5.22%
Shares123.3K
Event2026-03-31
Filed2026-05-05
FOXA
FOX CORP
-7.59%
Shares82.8K
Event2026-03-31
Filed2026-05-05
SUSC
ISHARES TR
-2.15%
Shares205.6K
Event2026-03-31
Filed2026-05-05
EXC
EXELON CORP
-33.34%
Shares96.4K
Event2026-03-31
Filed2026-05-05
ADP
AUTOMATIC DATA PROCESSING IN
-16.72%
Shares23.2K
Event2026-03-31
Filed2026-05-05
GLD
SPDR GOLD TR
-2.96%
Shares10.4K
Event2026-03-31
Filed2026-05-05
COIN
COINBASE GLOBAL INC
-35.27%
Shares25.5K
Event2026-03-31
Filed2026-05-05
BARRICK MNG CORP
BARRICK MNG CORP
-7.27%
Shares108.6K
Event2026-03-31
Filed2026-05-05
CMI
CUMMINS INC
-6.16%
Shares8.2K
Event2026-03-31
Filed2026-05-05
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-31.76%
Shares10.8K
Event2026-03-31
Filed2026-05-05
WFC
WELLS FARGO & CO
-54.91%
Shares52.5K
Event2026-03-31
Filed2026-05-05
CME
CME GROUP INC
-0.26%
Shares13.6K
Event2026-03-31
Filed2026-05-05
LINDE PLC
LINDE PLC
-12.01%
Shares7.8K
Event2026-03-31
Filed2026-05-05
T
AT&T INC
-9.76%
Shares131.5K
Event2026-03-31
Filed2026-05-05
MOAT
VANECK ETF TRUST
-29.60%
Shares39.4K
Event2026-03-31
Filed2026-05-05
LHX
L3HARRIS TECHNOLOGIES INC
-9.04%
Shares11.0K
Event2026-03-31
Filed2026-05-05
SPYX
SPDR SERIES TRUST
-6.73%
Shares70.6K
Event2026-03-31
Filed2026-05-05
FBIN
FORTUNE BRANDS INNOVATIONS I
New
Shares93.7K
Event2026-03-31
Filed2026-05-05
NSC
NORFOLK SOUTHN CORP
-5.06%
Shares12.6K
Event2026-03-31
Filed2026-05-05
APD
AIR PRODUCTS AND CHEMICALS I
-4.77%
Shares12.4K
Event2026-03-31
Filed2026-05-05
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-4.24%
Shares10.4K
Event2026-03-31
Filed2026-05-05
VO
VANGUARD INDEX FDS
-9.41%
Shares12.3K
Event2026-03-31
Filed2026-05-05
FPE
FIRST TR EXCH TRADED FD III
18.77%
Shares199.1K
Event2026-03-31
Filed2026-05-05
AIRR
FIRST TR EXCHANGE TRADED FD
-24.58%
Shares31.0K
Event2026-03-31
Filed2026-05-05
ITW
ILLINOIS TOOL WKS INC
-5.31%
Shares13.0K
Event2026-03-31
Filed2026-05-05
APTIV PLC
APTIV PLC
697.83%
Shares48.2K
Event2026-03-31
Filed2026-05-05
ZVRA
ZEVRA THERAPEUTICS INC
New
Shares350.5K
Event2026-03-31
Filed2026-05-05
ASX
ASE TECHNOLOGY HLDG CO LTD
New
Shares149.0K
Event2026-03-31
Filed2026-05-05
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-32.08%
Shares16.3K
Event2026-03-31
Filed2026-05-05
VCSH
VANGUARD SCOTTSDALE FDS
-14.07%
Shares40.6K
Event2026-03-31
Filed2026-05-05
AWK
AMERICAN WTR WKS CO INC NEW
-0.20%
Shares23.6K
Event2026-03-31
Filed2026-05-05
PEP
PEPSICO INC
-37.96%
Shares20.2K
Event2026-03-31
Filed2026-05-05
PFE
PFIZER INC
14.85%
Shares110.2K
Event2026-03-31
Filed2026-05-05
TXN
TEXAS INSTRS INC
-9.38%
Shares15.8K
Event2026-03-31
Filed2026-05-05
EMLP
FIRST TR EXCHANGE-TRADED FD
-29.06%
Shares69.9K
Event2026-03-31
Filed2026-05-05
NRG
NRG ENERGY INC
-36.79%
Shares20.7K
Event2026-03-31
Filed2026-05-05
IJR
ISHARES TR
-13.47%
Shares24.2K
Event2026-03-31
Filed2026-05-05
KRE
SPDR SERIES TRUST
-2.97%
Shares44.9K
Event2026-03-31
Filed2026-05-05
QUAL
ISHARES TR
0.13%
Shares15.1K
Event2026-03-31
Filed2026-05-05
PNC
PNC FINL SVCS GROUP INC
-0.12%
Shares13.9K
Event2026-03-31
Filed2026-05-05
VUG
VANGUARD INDEX FDS
2.13%
Shares6.6K
Event2026-03-31
Filed2026-05-05
IWD
ISHARES TR
-4.40%
Shares13.4K
Event2026-03-31
Filed2026-05-05
SYY
SYSCO CORP
-4.85%
Shares39.8K
Event2026-03-31
Filed2026-05-05
FITB
FIFTH THIRD BANCORP
329.11%
Shares60.8K
Event2026-03-31
Filed2026-05-05
VYM
VANGUARD WHITEHALL FDS
-2.91%
Shares19.1K
Event2026-03-31
Filed2026-05-05
PSX
PHILLIPS 66
391.58%
Shares15.5K
Event2026-03-31
Filed2026-05-05
IQLT
ISHARES TR
-4.93%
Shares60.8K
Event2026-03-31
Filed2026-05-05
TPL
TEXAS PACIFIC LAND CORPORATI
5.35%
Shares5.9K
Event2026-03-31
Filed2026-05-05
XLK
SELECT SECTOR SPDR TR
-30.97%
Shares20.9K
Event2026-03-31
Filed2026-05-05
CRM
SALESFORCE INC
-77.91%
Shares14.7K
Event2026-03-31
Filed2026-05-05
NFG
NATIONAL FUEL GAS CO
-3.03%
Shares29.2K
Event2026-03-31
Filed2026-05-05
VEU
VANGUARD INTL EQUITY INDEX F
-2.93%
Shares36.2K
Event2026-03-31
Filed2026-05-05
NFLX
NETFLIX INC.
-93.14%
Shares28.2K
Event2026-03-31
Filed2026-05-05
OKE
ONEOK INC NEW
0.35%
Shares30.0K
Event2026-03-31
Filed2026-05-05
IWV
ISHARES TR
-0.91%
Shares7.3K
Event2026-03-31
Filed2026-05-05
VTV
VANGUARD INDEX FDS
-1.29%
Shares13.5K
Event2026-03-31
Filed2026-05-05
AFL
AFLAC INC
-6.14%
Shares24.1K
Event2026-03-31
Filed2026-05-05
DHR
DANAHER CORP DEL
-2.75%
Shares13.8K
Event2026-03-31
Filed2026-05-05
ICE
INTERCONTINENTAL EXCHANGE IN
-11.77%
Shares16.6K
Event2026-03-31
Filed2026-05-05
MPC
MARATHON PETE CORP
4.43%
Shares10.7K
Event2026-03-31
Filed2026-05-05
CLIP
GLOBAL X FDS
-28.25%
Shares25.6K
Event2026-03-31
Filed2026-05-05
AEP
AMERICAN ELEC PWR CO INC
-2.02%
Shares19.2K
Event2026-03-31
Filed2026-05-05
MTB
M & T BK CORP
-3.04%
Shares12.1K
Event2026-03-31
Filed2026-05-05
ADM
ARCHER DANIELS MIDLAND CO
278.61%
Shares34.4K
Event2026-03-31
Filed2026-05-05
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.45%
Shares20.8K
Event2026-03-31
Filed2026-05-05
SLB
SLB LIMITED
-4.80%
Shares46.1K
Event2026-03-31
Filed2026-05-05
ED
CONSOLIDATED EDISON INC
-1.86%
Shares20.9K
Event2026-03-31
Filed2026-05-05
DIS
DISNEY WALT CO
-65.78%
Shares24.3K
Event2026-03-31
Filed2026-05-05
AIG
AMERICAN INTL GROUP INC
-3.44%
Shares31.1K
Event2026-03-31
Filed2026-05-05
URI
UNITED RENTALS INC
-0.37%
Shares3.2K
Event2026-03-31
Filed2026-05-05
TSLA
TESLA INC
-80.75%
Shares6.3K
Event2026-03-31
Filed2026-05-05
DVN
DEVON ENERGY CORP NEW
-4.38%
Shares46.3K
Event2026-03-31
Filed2026-05-05
SRE
SEMPRA
New
Shares23.8K
Event2026-03-31
Filed2026-05-05
CVS
CVS HEALTH CORP
211.68%
Shares32.2K
Event2026-03-31
Filed2026-05-05
STT
STATE STR CORP
-0.49%
Shares18.1K
Event2026-03-31
Filed2026-05-05
NDAQ
NASDAQ INC
-5.29%
Shares26.8K
Event2026-03-31
Filed2026-05-05
WY
WEYERHAEUSER CO
-9.20%
Shares92.7K
Event2026-03-31
Filed2026-05-05
CENCORA INC
CENCORA INC
-2.99%
Shares6.9K
Event2026-03-31
Filed2026-05-05
CEF
SPROTT ASSET MANAGEMENT LP
-0.01%
Shares45.4K
Event2026-03-31
Filed2026-05-05
VRT
VERTIV HOLDINGS CO
-0.25%
Shares8.5K
Event2026-03-31
Filed2026-05-05
AMP
AMERIPRISE FINL INC
13.97%
Shares4.8K
Event2026-03-31
Filed2026-05-05
COP
CONOCOPHILLIPS
9.23%
Shares15.9K
Event2026-03-31
Filed2026-05-05
CGDG
CAPITAL GROUP DIVIDEND GROWE
2.29%
Shares58.1K
Event2026-03-31
Filed2026-05-05
SCHG
SCHWAB STRATEGIC TR
-34.80%
Shares70.8K
Event2026-03-31
Filed2026-05-05
JHG
JANUS HENDERSON GROUP PLC
-2.78%
Shares39.9K
Event2026-03-31
Filed2026-05-05
QDEF
FLEXSHARES TR
-19.62%
Shares25.2K
Event2026-03-31
Filed2026-05-05
NATIONAL GRID PLC
NATIONAL GRID PLC
-0.85%
Shares23.7K
Event2026-03-31
Filed2026-05-05
ALLY
ALLY FINL INC
New
Shares51.0K
Event2026-03-31
Filed2026-05-05
IGIB
ISHARES TR
-2.43%
Shares37.2K
Event2026-03-31
Filed2026-05-05
FDX
FEDEX CORP
3.08%
Shares5.5K
Event2026-03-31
Filed2026-05-05
FIDI
FIDELITY COVINGTON TRUST
7.70%
Shares70.8K
Event2026-03-31
Filed2026-05-05
AJG
GALLAGHER ARTHUR J & CO
-11.65%
Shares8.7K
Event2026-03-31
Filed2026-05-05
IVW
ISHARES TR
-8.70%
Shares16.5K
Event2026-03-31
Filed2026-05-05
F
FORD MTR CO
690.89%
Shares161.6K
Event2026-03-31
Filed2026-05-05
SW
SMURFIT WESTROCK PLC
New
Shares46.7K
Event2026-03-31
Filed2026-05-05
VB
VANGUARD INDEX FDS
1.06%
Shares7.1K
Event2026-03-31
Filed2026-05-05
BR
BROADRIDGE FINL SOLUTIONS IN
-9.55%
Shares11.4K
Event2026-03-31
Filed2026-05-05
PM
PHILIP MORRIS INTL INC
-1.68%
Shares11.2K
Event2026-03-31
Filed2026-05-05
IWB
ISHARES TR
-2.05%
Shares5.2K
Event2026-03-31
Filed2026-05-05
IWR
ISHARES TR
39.12%
Shares18.8K
Event2026-03-31
Filed2026-05-05
PLTR
PALANTIR TECHNOLOGIES INC
24.95%
Shares12.2K
Event2026-03-31
Filed2026-05-05
WPC
WP CAREY INC
-0.87%
Shares26.3K
Event2026-03-31
Filed2026-05-05
CINF
CINCINNATI FINL CORP
-8.20%
Shares11.4K
Event2026-03-31
Filed2026-05-05
TSN
TYSON FOODS INC
-1.05%
Shares27.5K
Event2026-03-31
Filed2026-05-05
COF
CAPITAL ONE FINL CORP
-78.15%
Shares9.6K
Event2026-03-31
Filed2026-05-05
XBI
SPDR SERIES TRUST
-1.38%
Shares13.5K
Event2026-03-31
Filed2026-05-05
ACWX
ISHARES TR
-5.44%
Shares25.0K
Event2026-03-31
Filed2026-05-05
VST
VISTRA CORP
-39.44%
Shares10.9K
Event2026-03-31
Filed2026-05-05
PAG
PENSKE AUTOMOTIVE GRP INC
New
Shares10.9K
Event2026-03-31
Filed2026-05-05
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
0.19%
Shares22.7K
Event2026-03-31
Filed2026-05-05
YUMC
YUM CHINA HLDGS INC
New
Shares32.6K
Event2026-03-31
Filed2026-05-05
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-05
AEIS
ADVANCED ENERGY INDS
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-05
SO
SOUTHERN CO
8.08%
Shares15.9K
Event2026-03-31
Filed2026-05-05
NVS
NOVARTIS AG
-9.80%
Shares9.9K
Event2026-03-31
Filed2026-05-05
CDNS
CADENCE DESIGN SYSTEM INC
-81.61%
Shares5.5K
Event2026-03-31
Filed2026-05-05
ECL
ECOLAB INC
-0.64%
Shares5.6K
Event2026-03-31
Filed2026-05-05
BWA
BORGWARNER INC
-8.24%
Shares26.7K
Event2026-03-31
Filed2026-05-05
SCHD
SCHWAB STRATEGIC TR
-33.05%
Shares47.2K
Event2026-03-31
Filed2026-05-05
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-03-31
Filed2026-05-05
SJM
SMUCKER J M CO
-1.50%
Shares14.5K
Event2026-03-31
Filed2026-05-05
SDY
SPDR SERIES TRUST
-23.08%
Shares9.6K
Event2026-03-31
Filed2026-05-05
NOC
NORTHROP GRUMMAN CORP
5.81%
Shares2.0K
Event2026-03-31
Filed2026-05-05
BK
BANK NEW YORK MELLON CORP
-1.70%
Shares11.6K
Event2026-03-31
Filed2026-05-05
AVAV
AEROVIRONMENT INC
0.00%
Shares7.4K
Event2026-03-31
Filed2026-05-05
VBR
VANGUARD INDEX FDS
-6.87%
Shares6.2K
Event2026-03-31
Filed2026-05-05
EOG
EOG RES INC
0.34%
Shares9.2K
Event2026-03-31
Filed2026-05-05
WCMI
FIRST TR EXCHANGE-TRADED FD
-2.24%
Shares78.8K
Event2026-03-31
Filed2026-05-05
UNH
UNITEDHEALTH GROUP INC
-13.87%
Shares4.7K
Event2026-03-31
Filed2026-05-05
RMD
RESMED INC
-11.81%
Shares5.5K
Event2026-03-31
Filed2026-05-05
VV
VANGUARD INDEX FDS
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-05
JEPI
J P MORGAN EXCHANGE TRADED F
10.79%
Shares21.5K
Event2026-03-31
Filed2026-05-05
GIS
GENERAL MILLS INC
-13.15%
Shares32.4K
Event2026-03-31
Filed2026-05-05
TRV
TRAVELERS COMPANIES INC
2.58%
Shares4.1K
Event2026-03-31
Filed2026-05-05
THE CIGNA GROUP
THE CIGNA GROUP
-59.87%
Shares4.5K
Event2026-03-31
Filed2026-05-05
SCHF
SCHWAB STRATEGIC TR
-3.52%
Shares48.2K
Event2026-03-31
Filed2026-05-05
KMB
KIMBERLY-CLARK CORP
-16.13%
Shares12.2K
Event2026-03-31
Filed2026-05-05
JAAA
JANUS DETROIT STR TR
-51.64%
Shares22.9K
Event2026-03-31
Filed2026-05-05
TOTALENERGIES SE
TOTALENERGIES SE
-83.83%
Shares12.3K
Event2026-03-31
Filed2026-05-05
SHEL
SHELL PLC
5.39%
Shares11.8K
Event2026-03-31
Filed2026-05-05
FDVV
FIDELITY COVINGTON TRUST
1.21%
Shares19.8K
Event2026-03-31
Filed2026-05-05
VTEB
VANGUARD MUN BD FDS
-17.97%
Shares21.9K
Event2026-03-31
Filed2026-05-05
CGGR
CAPITAL GROUP GROWTH ETF
-3.30%
Shares27.1K
Event2026-03-31
Filed2026-05-05
KZIA
KAZIA THERAPEUTICS LTD
New
Shares142.5K
Event2026-03-31
Filed2026-05-05
MUFG
MITSUBISHI UFJ FINANCIAL GRO
11.89%
Shares61.9K
Event2026-03-31
Filed2026-05-05
VXUS
VANGUARD STAR FDS
-49.61%
Shares13.4K
Event2026-03-31
Filed2026-05-05
PAYO
PAYONEER GLOBAL INC
0.00%
Shares214.0K
Event2026-03-31
Filed2026-05-05
SCZ
ISHARES TR
-5.78%
Shares13.1K
Event2026-03-31
Filed2026-05-05
IXUS
ISHARES TR
-17.78%
Shares11.7K
Event2026-03-31
Filed2026-05-05
SPDW
SPDR INDEX SHS FDS
-18.01%
Shares22.1K
Event2026-03-31
Filed2026-05-05
CGDV
CAPITAL GROUP DIVIDEND VALUE
-4.28%
Shares23.6K
Event2026-03-31
Filed2026-05-05
ORA
ORMAT TECHNOLOGIES INC
0.00%
Shares8.8K
Event2026-03-31
Filed2026-05-05
XLF
SELECT SECTOR SPDR TR
-8.51%
Shares20.0K
Event2026-03-31
Filed2026-05-05
XLC
SELECT SECTOR SPDR TR
-29.06%
Shares8.9K
Event2026-03-31
Filed2026-05-05
VNQ
VANGUARD INDEX FDS
-8.08%
Shares11.1K
Event2026-03-31
Filed2026-05-05
ISRG
INTUITIVE SURGICAL INC
3.93%
Shares2.1K
Event2026-03-31
Filed2026-05-05
SUSA
ISHARES TR
3.16%
Shares7.4K
Event2026-03-31
Filed2026-05-05
CRDF
CARDIFF ONCOLOGY INC
-0.03%
Shares595.1K
Event2026-03-31
Filed2026-05-05
CRWD
CROWDSTRIKE HLDGS INC
-14.49%
Shares2.5K
Event2026-03-31
Filed2026-05-05
ALL
ALLSTATE CORP
-85.35%
Shares4.6K
Event2026-03-31
Filed2026-05-05
LEGR
FIRST TR EXCHANGE TRADED FD
-40.61%
Shares16.6K
Event2026-03-31
Filed2026-05-05
AMPX
AMPRIUS TECHNOLOGIES INC
New
Shares56.6K
Event2026-03-31
Filed2026-05-05
BE
BLOOM ENERGY CORP
-25.93%
Shares7.0K
Event2026-03-31
Filed2026-05-05
DOV
DOVER CORP
-3.67%
Shares4.5K
Event2026-03-31
Filed2026-05-05
HOLX
HOLOGIC INC
0.00%
Shares12.3K
Event2026-03-31
Filed2026-05-05
XLI
SELECT SECTOR SPDR TR
-23.64%
Shares5.7K
Event2026-03-31
Filed2026-05-05
TM
TOYOTA MOTOR CORP
5.39%
Shares4.4K
Event2026-03-31
Filed2026-05-05
SPGI
S&P GLOBAL INC
-11.23%
Shares2.1K
Event2026-03-31
Filed2026-05-05
HASI
HA SUSTAINABLE INFRA CAP INC
-0.52%
Shares24.7K
Event2026-03-31
Filed2026-05-05
ALNY
ALNYLAM PHARMACEUTICALS INC
New
Shares2.7K
Event2026-03-31
Filed2026-05-05
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
5.20%
Shares6.9K
Event2026-03-31
Filed2026-05-05
PAYX
PAYCHEX INC
-77.31%
Shares9.8K
Event2026-03-31
Filed2026-05-05
BWXT
BWX TECHNOLOGIES INC
20.07%
Shares4.4K
Event2026-03-31
Filed2026-05-05
BMI
BADGER METER INC
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-05
ETR
ENTERGY CORP NEW
9.14%
Shares7.9K
Event2026-03-31
Filed2026-05-05
SNOW
SNOWFLAKE INC
-7.54%
Shares5.8K
Event2026-03-31
Filed2026-05-05
VXF
VANGUARD INDEX FDS
-41.12%
Shares4.3K
Event2026-03-31
Filed2026-05-05
SCHM
SCHWAB STRATEGIC TR
0.84%
Shares27.9K
Event2026-03-31
Filed2026-05-05
NXT
NEXTPOWER INC
0.00%
Shares7.1K
Event2026-03-31
Filed2026-05-05
GPC
GENUINE PARTS CO
-7.03%
Shares8.0K
Event2026-03-31
Filed2026-05-05
FLTR
VANECK ETF TRUST
78.87%
Shares32.3K
Event2026-03-31
Filed2026-05-05
MO
ALTRIA GROUP INC
-16.41%
Shares12.3K
Event2026-03-31
Filed2026-05-05
VLUE
ISHARES TR
9.23%
Shares5.5K
Event2026-03-31
Filed2026-05-05
MMM
3M CO
-6.77%
Shares5.4K
Event2026-03-31
Filed2026-05-05
NEM
NEWMONT CORP
-5.87%
Shares7.2K
Event2026-03-31
Filed2026-05-05
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-0.91%
Shares12.5K
Event2026-03-31
Filed2026-05-05
UBS
UBS GROUP AG
184.66%
Shares19.5K
Event2026-03-31
Filed2026-05-05
DFEM
DIMENSIONAL ETF TRUST
1.43%
Shares22.0K
Event2026-03-31
Filed2026-05-05
DTH
WISDOMTREE TR
-22.23%
Shares14.0K
Event2026-03-31
Filed2026-05-05
TGT
TARGET CORP
-20.29%
Shares6.2K
Event2026-03-31
Filed2026-05-05
KEY
KEYCORP
162.63%
Shares37.3K
Event2026-03-31
Filed2026-05-05
CARR
CARRIER GLOBAL CORPORATION
-0.34%
Shares13.2K
Event2026-03-31
Filed2026-05-05
JCI
JOHNSON CONTROLS INTERNATION
4.25%
Shares5.6K
Event2026-03-31
Filed2026-05-05
USB
US BANCORP
2.14%
Shares14.0K
Event2026-03-31
Filed2026-05-05
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-05
INTU
INTUIT
-87.99%
Shares1.7K
Event2026-03-31
Filed2026-05-05
CITIGROUP INC
CITIGROUP INC
1.52%
Shares6.4K
Event2026-03-31
Filed2026-05-05
WELL
WELLTOWER INC
2.03%
Shares3.6K
Event2026-03-31
Filed2026-05-05
BLD
TOPBUILD COR
-1.79%
Shares2.0K
Event2026-03-31
Filed2026-05-05
XPO
XPO INC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-05
VAW
VANGUARD WORLD FD
-6.76%
Shares3.1K
Event2026-03-31
Filed2026-05-05
XLV
SELECT SECTOR SPDR TR
-3.52%
Shares4.8K
Event2026-03-31
Filed2026-05-05
ALC
ALCON AG
New
Shares9.2K
Event2026-03-31
Filed2026-05-05
CTAS
CINTAS CORP
-79.51%
Shares4.1K
Event2026-03-31
Filed2026-05-05
GNLX
GENELUX CORPORATION
-7.39%
Shares280.9K
Event2026-03-31
Filed2026-05-05
ENB
ENBRIDGE INC
-6.38%
Shares12.3K
Event2026-03-31
Filed2026-05-05
SMFG
SUMITOMO MITSUI FIN GRP INC
12.37%
Shares33.7K
Event2026-03-31
Filed2026-05-05
KNG
FIRST TR EXCHANGE-TRADED FD
-35.10%
Shares13.5K
Event2026-03-31
Filed2026-05-05
ADBE
ADOBE INC
-41.77%
Shares2.7K
Event2026-03-31
Filed2026-05-05
SGOV
ISHARES TR
-16.23%
Shares6.4K
Event2026-03-31
Filed2026-05-05
STEW
SRH TOTAL RETURN FUND INC
0.00%
Shares37.7K
Event2026-03-31
Filed2026-05-05
USXF
ISHARES TR
-4.03%
Shares11.6K
Event2026-03-31
Filed2026-05-05
BNY MELLON ETF TRUST II
BNY MELLON ETF TRUST II
New
Shares24.4K
Event2026-03-31
Filed2026-05-05
GLDM
WORLD GOLD TR
-5.27%
Shares6.8K
Event2026-03-31
Filed2026-05-05
VGK
VANGUARD INTL EQUITY INDEX F
1.01%
Shares7.5K
Event2026-03-31
Filed2026-05-05
XLY
SELECT SECTOR SPDR TR
-44.04%
Shares5.6K
Event2026-03-31
Filed2026-05-05
CLX
CLOROX CO DEL
-3.93%
Shares5.8K
Event2026-03-31
Filed2026-05-05
NULV
NUSHARES ETF TR
-12.20%
Shares13.1K
Event2026-03-31
Filed2026-05-05
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-19.09%
Shares7.7K
Event2026-03-31
Filed2026-05-05
NET
CLOUDFLARE INC
44.57%
Shares2.8K
Event2026-03-31
Filed2026-05-05
VHT
VANGUARD WORLD FD
-1.57%
Shares2.1K
Event2026-03-31
Filed2026-05-05
JEPQ
J P MORGAN EXCHANGE TRADED F
1.93%
Shares10.4K
Event2026-03-31
Filed2026-05-05
SPYG
SPDR SERIES TRUST
10.95%
Shares5.9K
Event2026-03-31
Filed2026-05-05
PGR
PROGRESSIVE CORP
18.60%
Shares2.9K
Event2026-03-31
Filed2026-05-05
AGG
ISHARES TR
-23.58%
Shares5.7K
Event2026-03-31
Filed2026-05-05
VSGX
VANGUARD WORLD FD
New
Shares7.9K
Event2026-03-31
Filed2026-05-05
NOW
SERVICENOW INC
5.10%
Shares5.4K
Event2026-03-31
Filed2026-05-05
SONY
SONY GROUP CORP
-26.97%
Shares27.3K
Event2026-03-31
Filed2026-05-05
DON
WISDOMTREE TR
-37.75%
Shares10.7K
Event2026-03-31
Filed2026-05-05
SLV
ISHARES SILVER TR
-3.10%
Shares8.1K
Event2026-03-31
Filed2026-05-05
DSI
ISHARES TR
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-05
RYAAY
RYANAIR HOLDINGS PLC
2.12%
Shares9.4K
Event2026-03-31
Filed2026-05-05
DGS
WISDOMTREE TR
0.42%
Shares9.0K
Event2026-03-31
Filed2026-05-05
XLE
SELECT SECTOR SPDR TR
-17.06%
Shares8.9K
Event2026-03-31
Filed2026-05-05
ENVX
ENOVIX CORPORATION
80.07%
Shares104.2K
Event2026-03-31
Filed2026-05-05
UNILEVER PLC
UNILEVER PLC
4.14%
Shares9.5K
Event2026-03-31
Filed2026-05-05
TAL
TAL ED GROUP
15.82%
Shares47.2K
Event2026-03-31
Filed2026-05-05
OKLO
OKLO INC
123.91%
Shares10.8K
Event2026-03-31
Filed2026-05-05
VRSN
VERISIGN INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-05
USMV
ISHARES TR
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-05
IWS
ISHARES TR
2.60%
Shares3.6K
Event2026-03-31
Filed2026-05-05
UPRO
PROSHARES TR
-7.51%
Shares5.4K
Event2026-03-31
Filed2026-05-05
SCHR
SCHWAB STRATEGIC TR
-42.54%
Shares20.6K
Event2026-03-31
Filed2026-05-05
DFSV
DIMENSIONAL ETF TRUST
-13.52%
Shares14.6K
Event2026-03-31
Filed2026-05-05
SCHA
SCHWAB STRATEGIC TR
-11.17%
Shares17.3K
Event2026-03-31
Filed2026-05-05
VSS
VANGUARD INTL EQUITY INDEX F
-12.65%
Shares3.4K
Event2026-03-31
Filed2026-05-05
HSBC
HSBC HLDGS PLC
7.90%
Shares6.1K
Event2026-03-31
Filed2026-05-05
EEM
ISHARES TR
10.83%
Shares8.8K
Event2026-03-31
Filed2026-05-05
MDLZ
MONDELEZ INTL INC
-31.88%
Shares8.6K
Event2026-03-31
Filed2026-05-05
EFV
ISHARES TR
-31.26%
Shares6.7K
Event2026-03-31
Filed2026-05-05
IVE
ISHARES TR
-34.05%
Shares2.3K
Event2026-03-31
Filed2026-05-05
HDV
ISHARES TR
-21.54%
Shares3.6K
Event2026-03-31
Filed2026-05-05
TSCO
TRACTOR SUPPLY CO
-11.91%
Shares10.8K
Event2026-03-31
Filed2026-05-05
GSK PLC
GSK PLC
19.95%
Shares8.8K
Event2026-03-31
Filed2026-05-05
EQNR
EQUINOR ASA
-9.07%
Shares11.5K
Event2026-03-31
Filed2026-05-05
JPST
J P MORGAN EXCHANGE TRADED F
-57.48%
Shares9.6K
Event2026-03-31
Filed2026-05-05
RS
RELIANCE INC
-3.40%
Shares1.6K
Event2026-03-31
Filed2026-05-05
FTEC
FIDELITY COVINGTON TRUST
-11.49%
Shares2.3K
Event2026-03-31
Filed2026-05-05
IYW
ISHARES TR
-9.03%
Shares2.6K
Event2026-03-31
Filed2026-05-05
GDX
VANECK ETF TRUST
0.47%
Shares5.2K
Event2026-03-31
Filed2026-05-05
SAM
BOSTON BEER INC
New
Shares2.0K
Event2026-03-31
Filed2026-05-05
SHOP
SHOPIFY INC
6.45%
Shares3.9K
Event2026-03-31
Filed2026-05-05
NXP
NUVEEN SELECT TAX-FREE INCOM
-19.87%
Shares32.3K
Event2026-03-31
Filed2026-05-05
KMI
KINDER MORGAN INC DEL
-26.86%
Shares13.7K
Event2026-03-31
Filed2026-05-05
VWO
VANGUARD INTL EQUITY INDEX F
-28.90%
Shares8.5K
Event2026-03-31
Filed2026-05-05
VOE
VANGUARD INDEX FDS
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-05
OEF
ISHARES TR
10.42%
Shares1.4K
Event2026-03-31
Filed2026-05-05
TIP
ISHARES TR
-3.06%
Shares4.1K
Event2026-03-31
Filed2026-05-05
IWP
ISHARES TR
0.75%
Shares3.5K
Event2026-03-31
Filed2026-05-05
DISV
DIMENSIONAL ETF TRUST
-24.20%
Shares11.4K
Event2026-03-31
Filed2026-05-05
CSX
CSX CORP
0.67%
Shares10.9K
Event2026-03-31
Filed2026-05-05
CCEP
COCA-COLA EUROPACIFIC PARTNE
-0.75%
Shares4.9K
Event2026-03-31
Filed2026-05-05
FMX
FOMENTO ECONOMICO MEXICANO S
New
Shares3.9K
Event2026-03-31
Filed2026-05-05
DHI
D R HORTON INC
-3.99%
Shares3.2K
Event2026-03-31
Filed2026-05-05
CGUS
CAPITAL GROUP CORE EQUITY ET
-0.35%
Shares11.2K
Event2026-03-31
Filed2026-05-05
NTR
NUTRIEN LTD
-26.69%
Shares5.7K
Event2026-03-31
Filed2026-05-05
NKE
NIKE INC
3.44%
Shares8.1K
Event2026-03-31
Filed2026-05-05
DE
DEERE & CO
2.84%
Shares761
Event2026-03-31
Filed2026-05-05
VFH
VANGUARD WORLD FD
-0.20%
Shares3.5K
Event2026-03-31
Filed2026-05-05
ACWI
ISHARES TR
-3.29%
Shares3.1K
Event2026-03-31
Filed2026-05-05
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
14.11%
Shares6.1K
Event2026-03-31
Filed2026-05-05
MAA
MID-AMER APT CMNTYS INC
-36.73%
Shares3.5K
Event2026-03-31
Filed2026-05-05
DTD
WISDOMTREE TR
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-05
SPMD
SPDR SERIES TRUST
-2.29%
Shares6.9K
Event2026-03-31
Filed2026-05-05
O
REALTY INCOME CORP
-17.22%
Shares6.7K
Event2026-03-31
Filed2026-05-05
HPE
HEWLETT PACKARD ENTERPRISE C
0.56%
Shares17.0K
Event2026-03-31
Filed2026-05-05
BDX
BECTON DICKINSON & CO
-1.20%
Shares2.6K
Event2026-03-31
Filed2026-05-05
COPX
GLOBAL X FDS
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-05
RSPM
INVESCO EXCHANGE TRADED FD T
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-05
VT
VANGUARD INTL EQUITY INDEX F
New
Shares2.9K
Event2026-03-31
Filed2026-05-05
FAST
FASTENAL CO
-39.30%
Shares8.5K
Event2026-03-31
Filed2026-05-05
BLACKSTONE INC
BLACKSTONE INC
-41.02%
Shares3.4K
Event2026-03-31
Filed2026-05-05
J
JACOBS SOLUTIONS INC
-9.42%
Shares3.1K
Event2026-03-31
Filed2026-05-05
MET
METLIFE INC
3.91%
Shares5.5K
Event2026-03-31
Filed2026-05-05
HWM
HOWMET AEROSPACE INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-05
SFM
SPROUTS FMRS MKT INC
-17.08%
Shares5.0K
Event2026-03-31
Filed2026-05-05
TW
TRADEWEB MKTS INC
-6.46%
Shares3.2K
Event2026-03-31
Filed2026-05-05
NOBL
PROSHARES TR
-17.43%
Shares3.6K
Event2026-03-31
Filed2026-05-05
AME
AMETEK INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-05
CHT
CHUNGHWA TELECOM CO LTD
27.61%
Shares8.9K
Event2026-03-31
Filed2026-05-05
XLU
SELECT SECTOR SPDR TR
8.53%
Shares8.1K
Event2026-03-31
Filed2026-05-05
PHO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-05
MCO
MOODYS CORP
-1.86%
Shares843
Event2026-03-31
Filed2026-05-05
EQIX
EQUINIX INC
11.34%
Shares373
Event2026-03-31
Filed2026-05-05
VMBS
VANGUARD SCOTTSDALE FDS
-0.10%
Shares7.8K
Event2026-03-31
Filed2026-05-05
VMC
VULCAN MATLS CO
-3.13%
Shares1.3K
Event2026-03-31
Filed2026-05-05
AMT
AMERICAN TOWER CORP
-83.08%
Shares2.1K
Event2026-03-31
Filed2026-05-05
HCA
HCA HEALTHCARE INC
0.00%
Shares764
Event2026-03-31
Filed2026-05-05
AVB
AVALONBAY CMNTYS INC
-15.21%
Shares2.2K
Event2026-03-31
Filed2026-05-05
RSPT
INVESCO EXCHANGE TRADED FD T
-1.24%
Shares8.0K
Event2026-03-31
Filed2026-05-05
IBB
ISHARES TR
-3.67%
Shares2.1K
Event2026-03-31
Filed2026-05-05
IQV
IQVIA HLDGS INC
0.15%
Shares2.1K
Event2026-03-31
Filed2026-05-05
TFC
TRUIST FINL CORP
-14.12%
Shares7.7K
Event2026-03-31
Filed2026-05-05
SKT
TANGER INC
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-05
REGN
REGENERON PHARMACEUTICALS
10.73%
Shares454
Event2026-03-31
Filed2026-05-05
YUM
YUM BRANDS INC
-1.45%
Shares2.2K
Event2026-03-31
Filed2026-05-05
XLP
SELECT SECTOR SPDR TR
-33.58%
Shares4.2K
Event2026-03-31
Filed2026-05-05
WM
WASTE MGMT INC DEL
6.20%
Shares1.5K
Event2026-03-31
Filed2026-05-05
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-05
MUNI
PIMCO ETF TR
-0.64%
Shares6.5K
Event2026-03-31
Filed2026-05-05
BIIB
BIOGEN INC
-1.95%
Shares1.9K
Event2026-03-31
Filed2026-05-05
VONG
VANGUARD SCOTTSDALE FDS
-13.33%
Shares3.1K
Event2026-03-31
Filed2026-05-05
AEM
AGNICO EAGLE MINES LTD
-17.19%
Shares1.6K
Event2026-03-31
Filed2026-05-05
HUBBELL INC
HUBBELL INC
35.25%
Shares660
Event2026-03-31
Filed2026-05-05
DVYE
ISHARES INC
New
Shares9.4K
Event2026-03-31
Filed2026-05-05
IYH
ISHARES TR
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-05
XSD
SPDR SERIES TRUST
2.74%
Shares976
Event2026-03-31
Filed2026-05-05
HYGV
FLEXSHARES TR
-37.24%
Shares7.9K
Event2026-03-31
Filed2026-05-05
MFC
MANULIFE FINL CORP
7.40%
Shares8.8K
Event2026-03-31
Filed2026-05-05
OMC
OMNICOM GROUP INC
-82.91%
Shares4.0K
Event2026-03-31
Filed2026-05-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available