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The Analysis of Foster Victor Wealth Advisors, LLC's Holdings & P&L

Currently, Foster Victor Wealth Advisors, LLC holds 242 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in AMD (+60.5K shares, valued at $15.4M), BKNG (+77.9K shares, valued at $14.1M), T (+473.9K shares, valued at $12.1M); decreased their positions in N/A (-33.8K shares, valued at $21.2M), BSX (-207.8K shares, valued at $13.3M), SCHD (-322.2K shares, valued at $9.9M); initiated new positions in AMD (+60.5K shares, valued at $15.4M), T (+473.9K shares, valued at $12.1M), NFLX (+106.1K shares, valued at $11.3M).

1M P&L

+16.7M+0.92%

3M P&L

+30.4M+1.68%

HY P&L

+41.4M+2.30%

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/A252.5M

17.3%

2Drug Manufacturers - General89.7M

6.1%

3Semiconductors68.5M

4.7%

Top Industries by Stock Count

1N/A59 stocks

27.4%

2Banks - Regional12 stocks

5.6%

3Semiconductors9 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS295.7K shares1.39%2026-03-312026-04-20

AMZN AMAZON COM INC188.4K shares3.48%2026-03-312026-04-20

ALPHABET INC ALPHABET INC140.5K shares30.83%2026-03-312026-04-20

SCHX SCHWAB STRATEGIC TR1.3M shares2.74%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP123.0K shares-18.21%2026-03-312026-04-20

IQLT ISHARES TR669.8K shares2.24%2026-03-312026-04-20

MSFT MICROSOFT CORP75.5K shares4.15%2026-03-312026-04-20

AAPL APPLE INC110.2K shares68.18%2026-03-312026-04-20

Sponsored

NDAQ NASDAQ INC328.7K shares8.61%2026-03-312026-04-20

COWZ PACER FDS TR409.1K shares3.43%2026-03-312026-04-20

MA MASTERCARD INCORPORATED49.0K shares-8.57%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR40.0K shares-45.79%2026-03-312026-04-20

VLO VALERO ENERGY CORP106.1K shares0.36%2026-03-312026-04-20

LPLA LPL FINL HLDGS INC74.7K shares14.39%2026-03-312026-04-20

GSK PLC GSK PLC394.6K shares0.87%2026-03-312026-04-20

OKE ONEOK INC NEW264.7K shares9.27%2026-03-312026-04-20

Sponsored

GRMN GARMIN LTD84.0K shares-2.41%2026-03-312026-04-20

HAL HALLIBURTON CO583.6K shares-7.80%2026-03-312026-04-20

CSCO CISCO SYS INC261.3K shares9.53%2026-03-312026-04-20

AMGN AMGEN INC60.8K shares-0.66%2026-03-312026-04-20

PFE PFIZER INC785.7K shares12.89%2026-03-312026-04-20

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY258.2K shares13.44%2026-03-312026-04-20

STERIS PLC STERIS PLC90.4K shares5.54%2026-03-312026-04-20

EMR EMERSON ELEC CO140.5K shares5.23%2026-03-312026-04-20

Sponsored

FCX FREEPORT MCMORAN INC294.5K shares-24.96%2026-03-312026-04-20

META META PLATFORMS INC30.3K shares4.10%2026-03-312026-04-20

QCOM QUALCOMM INC149.0K shares-8.97%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON81.8K shares-8.99%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC122.2K shares6.51%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC147.6K shares3.24%2026-03-312026-04-20

ORLY OREILLY AUTOMOTIVE INC200.1K shares-3.05%2026-03-312026-04-20

HD HOME DEPOT INC53.9K shares16.66%2026-03-312026-04-20

Sponsored

WMT WALMART INC146.4K shares-0.49%2026-03-312026-04-20

BROADCOM INC BROADCOM INC47.6K shares-7.98%2026-03-312026-04-20

ABBV ABBVIE INC86.1K shares5.91%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP28.2K shares-4.70%2026-03-312026-04-20

PEP PEPSICO INC110.2K shares11.06%2026-03-312026-04-20

NVDA NVIDIA CORPORATION86.3K shares133.20%2026-03-312026-04-20

DHR DANAHER CORP DEL83.5K shares4.55%2026-03-312026-04-20

BJ BJS WHSL CLUB HLDGS INC179.4K shares7.30%2026-03-312026-04-20

Sponsored

MAS MASCO CORP253.0K shares8.48%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL34.2K shares6.12%2026-03-312026-04-20

CVX CHEVRON CORPORATION86.8K shares10.19%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T23.1K shares100.04%2026-03-312026-04-20

ENB ENBRIDGE INC300.6K shares5.00%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS313.6K shares3.57%2026-03-312026-04-20

CARR CARRIER GLOBAL CORPORATION242.4K shares32.09%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS64.8K shares16.26%2026-03-312026-04-20

Sponsored

AMD ADVANCED MICRO DEVICES INC60.5K sharesnew addition2026-03-312026-04-20

UBER UBER TECHNOLOGIES INC203.1K shares29.60%2026-03-312026-04-20

CMI CUMMINS INC23.9K shares-22.61%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC81.1K shares2432.22%2026-03-312026-04-20

CRM SALESFORCE INC84.4K shares21.78%2026-03-312026-04-20

THE CIGNA GROUP THE CIGNA GROUP52.2K shares13.31%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC116.5K shares-13.74%2026-03-312026-04-20

HSY HERSHEY CO70.4K shares2.89%2026-03-312026-04-20

Sponsored

VRTX VERTEX PHARMACEUTICALS INC30.8K shares-6.61%2026-03-312026-04-20

OWL BLUE OWL CAPITAL INC1.5M shares88.23%2026-03-312026-04-20

CSGP COSTAR GROUP INC340.8K shares72.12%2026-03-312026-04-20

SSNC SS&C TECH HLDGS181.1K shares-38.68%2026-03-312026-04-20

BA BOEING CO54.9K shares44.52%2026-03-312026-04-20

MET METLIFE INC161.4K shares5.78%2026-03-312026-04-20

T AT&T INC473.9K sharesnew addition2026-03-312026-04-20

MGY MAGNOLIA OIL & GAS CORP424.3K shares1.70%2026-03-312026-04-20

Sponsored

CCJ CAMECO CORP104.5K shares-15.21%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC259.4K shares8.22%2026-03-312026-04-20

CGNX COGNEX CORP209.6K shares-41.38%2026-03-312026-04-20

NFLX NETFLIX INC.106.1K sharesnew addition2026-03-312026-04-20

PG PROCTER & GAMBLE CO73.8K shares14.93%2026-03-312026-04-20

NEE NEXTERA ENERGY INC115.2K shares3.19%2026-03-312026-04-20

USB US BANCORP183.2K shares3.76%2026-03-312026-04-20

RPRX ROYALTY PHARMA PLC207.1K shares14.65%2026-03-312026-04-20

Sponsored

EOG EOG RES INC74.8K shares11.83%2026-03-312026-04-20

DLR DIGITAL RLTY TR INC50.7K shares7.48%2026-03-312026-04-20

RF REGIONS FINANCIAL CORP NEW354.6K shares4.19%2026-03-312026-04-20

SPGI S&P GLOBAL INC22.5K shares-48.57%2026-03-312026-04-20

MEDTRONIC PLC MEDTRONIC PLC108.4K shares12.46%2026-03-312026-04-20

SO SOUTHERN CO98.7K shares7.68%2026-03-312026-04-20

PPL PPL CORP238.4K shares6.79%2026-03-312026-04-20

O REALTY INCOME CORP143.8K shares7.42%2026-03-312026-04-20

Sponsored

GXO GXO LOGISTICS INCORPORATED159.8K shares1.98%2026-03-312026-04-20

LLY ELI LILLY & CO9.8K shares321.39%2026-03-312026-04-20

HBAN HUNTINGTON BANCSHARES INC543.0K shares6.27%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC22.3K sharesnew addition2026-03-312026-04-20

DOC HEALTHPEAK PROPERTIES INC529.4K shares31.18%2026-03-312026-04-20

BDX BECTON DICKINSON & CO56.3K shares12.49%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC145.6K shares24.23%2026-03-312026-04-20

CMG CHIPOTLE MEXICAN GRILL INC230.8K shares-2.57%2026-03-312026-04-20

Sponsored

ADBE ADOBE INC33.6K shares-37.17%2026-03-312026-04-20

KO COCA COLA CO103.1K shares-5.82%2026-03-312026-04-20

DELL DELL TECHNOLOGIES INC41.3K sharesnew addition2026-03-312026-04-20

GPC GENUINE PARTS CO69.1K shares12.43%2026-03-312026-04-20

PYPL PAYPAL HLDGS INC145.3K shares-8.55%2026-03-312026-04-20

ADI ANALOG DEVICES INC19.7K sharesnew addition2026-03-312026-04-20

TXN TEXAS INSTRS INC31.2K sharesnew addition2026-03-312026-04-20

SPTL SPDR SERIES TRUST238.4K shares21.53%2026-03-312026-04-20

Sponsored

SPIB SPDR SERIES TRUST182.1K shares18.94%2026-03-312026-04-20

RDDT REDDIT INC35.0K sharesnew addition2026-03-312026-04-20

JPM JPMORGAN CHASE & CO14.3K shares2.03%2026-03-312026-04-20

EEMV ISHARES INC60.5K shares0.19%2026-03-312026-04-20

SCHA SCHWAB STRATEGIC TR132.8K shares-1.71%2026-03-312026-04-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II55.2K shares-5.87%2026-03-312026-04-20

VGIT VANGUARD SCOTTSDALE FDS67.4K shares4.75%2026-03-312026-04-20

VO VANGUARD INDEX FDS13.3K shares-0.81%2026-03-312026-04-20

Sponsored

SCHV SCHWAB STRATEGIC TR121.6K sharesnew addition2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR101.9K shares-56.30%2026-03-312026-04-20

RSG REPUBLIC SVCS INC14.7K shares11.56%2026-03-312026-04-20

JBND J P MORGAN EXCHANGE TRADED F57.5K shares16.90%2026-03-312026-04-20

TFC TRUIST FINL CORP59.8K shares-0.21%2026-03-312026-04-20

ALPHABET INC ALPHABET INC9.0K shares18.00%2026-03-312026-04-20

VTI VANGUARD INDEX FDS8.1K shares0.07%2026-03-312026-04-20

XOM EXXON MOBIL CORP13.4K shares4.08%2026-03-312026-04-20

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares-76.73%2026-03-312026-04-20

HUBBELL INC HUBBELL INC3.5K shares0.00%2026-03-312026-04-20

TSLA TESLA INC4.7K shares30.70%2026-03-312026-04-20

IJR ISHARES TR12.7K shares-1.21%2026-03-312026-04-20

ORCL ORACLE CORP10.0K shares-71.08%2026-03-312026-04-20

EFAV ISHARES TR16.1K shares-0.78%2026-03-312026-04-20

FNDE SCHWAB STRATEGIC TR32.2K sharesnew addition2026-03-312026-04-20

SCHO SCHWAB STRATEGIC TR49.6K shares-4.76%2026-03-312026-04-20

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares-1.30%2026-03-312026-04-20

IVV ISHARES TR1.6K shares47.54%2026-03-312026-04-20

SON SONOCO PRODS CO20.4K shares-0.49%2026-03-312026-04-20

EA ELECTRONIC ARTS INC5.5K shares-19.92%2026-03-312026-04-20

ASML ASML HLDG NV720 shares-5.88%2026-03-312026-04-20

UBSI UNITED BANKSHARES INC WEST V25.0K shares0.00%2026-03-312026-04-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.2K shares-3.72%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR34.0K shares-90.46%2026-03-312026-04-20

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.7K shares0.00%2026-03-312026-04-20

JEPQ J P MORGAN EXCHANGE TRADED F17.8K shares28.34%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC6.7K shares23.73%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE2.7K shares1.45%2026-03-312026-04-20

WELL WELLTOWER INC4.1K shares0.00%2026-03-312026-04-20

MDYG SPDR SERIES TRUST8.4K shares-3.25%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS12.4K shares188.62%2026-03-312026-04-20

GLD SPDR GOLD TR1.9K shares30.53%2026-03-312026-04-20

Sponsored

LINDE PLC LINDE PLC1.7K shares22.62%2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F14.1K shares3.41%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR30.5K shares-1.55%2026-03-312026-04-20

BE BLOOM ENERGY CORP3.6K shares0.00%2026-03-312026-04-20

V VISA INC2.5K shares-92.34%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-20

RTX RTX CORPORATION3.5K shares-0.73%2026-03-312026-04-20

DFAC DIMENSIONAL ETF TRUST17.2K shares0.26%2026-03-312026-04-20

Sponsored

SLYG SPDR SERIES TRUST6.7K shares0.00%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO2.0K shares0.00%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC3.0K shares-28.12%2026-03-312026-04-20

TRGP TARGA RES CORP2.8K shares0.00%2026-03-312026-04-20

RITM RITHM CAPITAL CORP64.7K shares2.20%2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC3.2K sharesnew addition2026-03-312026-04-20

CAT CATERPILLAR INC813 shares1.88%2026-03-312026-04-20

BAC BANK AMERICA CORP12.1K shares4.62%2026-03-312026-04-20

Sponsored

MPC MARATHON PETE CORP2.9K shares0.00%2026-03-312026-04-20

SHEL SHELL PLC6.9K shares27.51%2026-03-312026-04-20

VRT VERTIV HOLDINGS CO2.0K shares22.12%2026-03-312026-04-20

LOW LOWES COS INC2.4K shares-0.04%2026-03-312026-04-20

INTC INTEL CORP9.3K shares4.73%2026-03-312026-04-20

WMB WILLIAMS COS INC7.9K shares0.58%2026-03-312026-04-20

PAYC PAYCOM SOFTWARE INC4.7K shares0.21%2026-03-312026-04-20

SFST SOUTHERN FIRST BANCSHARES9.5K shares1.71%2026-03-312026-04-20

Sponsored

BTI BRITISH AMERN TOB PLC9.6K shares7.71%2026-03-312026-04-20

FSMB FIRST TR EXCH TRADED FD III27.4K shares1.02%2026-03-312026-04-20

INTF ISHARES TR13.1K shares-0.95%2026-03-312026-04-20

HON HONEYWELL INTL INC2.3K shares89.66%2026-03-312026-04-20

EZBC FRANKLIN TEMPLETON DIGITAL H12.4K shares0.00%2026-03-312026-04-20

MCD MCDONALDS CORP1.7K shares8.56%2026-03-312026-04-20

IBN ICICI BANK LIMITED18.4K shares32.47%2026-03-312026-04-20

IWR ISHARES TR4.9K sharesnew addition2026-03-312026-04-20

Sponsored

VUG VANGUARD INDEX FDS1.0K shares0.60%2026-03-312026-04-20

NXPI NXP SEMICONDUCTORS N V2.3K shares-94.31%2026-03-312026-04-20

FSMD FIDELITY COVINGTON TRUST9.6K shares0.00%2026-03-312026-04-20

SNX TD SYNNEX CORPORATION2.2K shares-12.94%2026-03-312026-04-20

HDB HDFC BANK LTD16.9K shares37.35%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION462 shares0.22%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP1.5K shares0.00%2026-03-312026-04-20

BN BROOKFIELD CORP9.6K shares12.31%2026-03-312026-04-20

Sponsored

SLB SLB LIMITED8.4K shares2.02%2026-03-312026-04-20

ET ENERGY TRANSFER L P22.7K shares0.54%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS2.8K shares-21.07%2026-03-312026-04-20

BCSF BAIN CAP SPECIALTY FIN INC32.3K shares10.25%2026-03-312026-04-20

ABT ABBOTT LABORATORIES4.2K shares12.00%2026-03-312026-04-20

EFA ISHARES TR3.9K shares-1.18%2026-03-312026-04-20

FLR FLUOR CORP8.3K shares3.72%2026-03-312026-04-20

RIO RIO TINTO PLC4.0K shares-7.89%2026-03-312026-04-20

Sponsored

LYG LLOYDS BANKING GROUP PLC71.1K shares1.46%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2026-03-312026-04-20

TEVA TEVA PHARMACEUTICAL INDS LTD12.5K shares0.00%2026-03-312026-04-20

TM TOYOTA MOTOR CORP1.9K shares11.23%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC367 shares7.00%2026-03-312026-04-20

UMC UNITED MICROELECTRONICS CORP40.0K shares3.43%2026-03-312026-04-20

GEV GE VERNOVA INC383 shares11.66%2026-03-312026-04-20

CRH PLC CRH PLC3.2K shares16.89%2026-03-312026-04-20

Sponsored

BABA ALIBABA GROUP HLDG LTD2.8K shares21.39%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC2.9K shares-28.36%2026-03-312026-04-20

IWS ISHARES TR2.3K shares2.06%2026-03-312026-04-20

DEO DIAGEO PLC4.3K shares50.95%2026-03-312026-04-20

BSX BOSTON SCIENTIFIC CORP5.3K shares-97.49%2026-03-312026-04-20

TJX TJX COS INC NEW2.1K shares2.16%2026-03-312026-04-20

MELI MERCADOLIBRE INC184 shares53.33%2026-03-312026-04-20

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-20

Sponsored

FHN FIRST HORIZON CORPORATION13.8K shares0.00%2026-03-312026-04-20

NVO NOVO-NORDISK A S8.4K shares48.91%2026-03-312026-04-20

VB VANGUARD INDEX FDS1.2K shares6.49%2026-03-312026-04-20

SAP SAP SE1.9K shares-11.08%2026-03-312026-04-20

EPD ENTERPRISE PRODS PARTNERS L8.5K shares-2.25%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC595 shares17.82%2026-03-312026-04-20

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC3.3K sharesnew addition2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-04-20

Sponsored

UNH UNITEDHEALTH GROUP INC935 shares20.33%2026-03-312026-04-20

VGT VANGUARD WORLD FD379 shares-3.81%2026-03-312026-04-20

IEFA ISHARES TR3.0K shares0.30%2026-03-312026-04-20

IJH ISHARES TR4.0K shares4.16%2026-03-312026-04-20

SGOV ISHARES TR2.8K sharesnew addition2026-03-312026-04-20

IVE ISHARES TR1.3K shares-1.31%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP402 shares0.00%2026-03-312026-04-20

EFX EQUIFAX INC1.5K shares0.00%2026-03-312026-04-20

Sponsored

MS MORGAN STANLEY1.5K shares20.16%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP764 shares18.08%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO789 shares7.64%2026-03-312026-04-20

SCZ ISHARES TR3.0K shares-13.99%2026-03-312026-04-20

DGRW WISDOMTREE TR2.7K sharesnew addition2026-03-312026-04-20

USMV ISHARES TR2.6K shares0.00%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS3.3K shares1.30%2026-03-312026-04-20

NEAR ISHARES U S ETF TR4.6K shares-57.18%2026-03-312026-04-20

Sponsored

VXUS VANGUARD STAR FDS2.8K sharesnew addition2026-03-312026-04-20

IVW ISHARES TR1.9K shares-19.51%2026-03-312026-04-20

PRU PRUDENTIAL FINL INC2.3K shares0.00%2026-03-312026-04-20

AEP AMERICAN ELEC PWR CO INC1.7K sharesnew addition2026-03-312026-04-20

IWM ISHARES TR833 sharesnew addition2026-03-312026-04-20

LNG CHENIERE ENERGY INC860 sharesnew addition2026-03-312026-04-20

ACWX ISHARES TR3.0K sharesnew addition2026-03-312026-04-20

TRMD TORM PLC7.5K sharesnew addition2026-03-312026-04-20

Sponsored

UAL UNITED AIRLS HLDGS INC2.3K shares0.04%2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO971 shares7.89%2026-03-312026-04-20

PCT PURECYCLE TECHNOLOGIES INC31.1K shares0.00%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC2.0K shares5.01%2026-03-312026-04-20

FITB FIFTH THIRD BANCORP4.1K sharesnew addition2026-03-312026-04-20

FNDX SCHWAB STRATEGIC TR6.9K sharesnew addition2026-03-312026-04-20

SGHT SIGHT SCIENCES INC35.9K shares0.00%2026-03-312026-04-20

AVXL ANAVEX LIFE SCIENCES CORP39.9K shares0.00%2026-03-312026-04-20

Sponsored

AAME ATLANTIC AMERN CORP44.0K shares0.00%2026-03-312026-04-20

AEYE INC AEYE INC13.6K shares28.33%2026-03-312026-04-20

VTV

VANGUARD INDEX FDS

1.39%

Shares295.7K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

3.48%

Shares188.4K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

30.83%

Shares140.5K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

2.74%

Shares1.3M

Event2026-03-31

Filed2026-04-20

LAM RESEARCH CORP

-18.21%

Shares123.0K

Event2026-03-31

Filed2026-04-20

IQLT

ISHARES TR

2.24%

Shares669.8K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

4.15%

Shares75.5K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

68.18%

Shares110.2K

Event2026-03-31

Filed2026-04-20

NDAQ

NASDAQ INC

8.61%

Shares328.7K

Event2026-03-31

Filed2026-04-20

COWZ

PACER FDS TR

3.43%

Shares409.1K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

-8.57%

Shares49.0K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-45.79%

Shares40.0K

Event2026-03-31

Filed2026-04-20

VLO

VALERO ENERGY CORP

0.36%

Shares106.1K

Event2026-03-31

Filed2026-04-20

LPLA

LPL FINL HLDGS INC

14.39%

Shares74.7K

Event2026-03-31

Filed2026-04-20

GSK PLC

0.87%

Shares394.6K

Event2026-03-31

Filed2026-04-20

OKE

ONEOK INC NEW

9.27%

Shares264.7K

Event2026-03-31

Filed2026-04-20

GRMN

GARMIN LTD

-2.41%

Shares84.0K

Event2026-03-31

Filed2026-04-20

HAL

HALLIBURTON CO

-7.80%

Shares583.6K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

9.53%

Shares261.3K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-0.66%

Shares60.8K

Event2026-03-31

Filed2026-04-20

PFE

PFIZER INC

12.89%

Shares785.7K

Event2026-03-31

Filed2026-04-20

CANADIAN PACIFIC KANSAS CITY

13.44%

Shares258.2K

Event2026-03-31

Filed2026-04-20

STERIS PLC

5.54%

Shares90.4K

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELEC CO

5.23%

Shares140.5K

Event2026-03-31

Filed2026-04-20

FCX

FREEPORT MCMORAN INC

-24.96%

Shares294.5K

Event2026-03-31

Filed2026-04-20

META

META PLATFORMS INC

4.10%

Shares30.3K

Event2026-03-31

Filed2026-04-20

QCOM

QUALCOMM INC

-8.97%

Shares149.0K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-8.99%

Shares81.8K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

6.51%

Shares122.2K

Event2026-03-31

Filed2026-04-20

CITIGROUP INC

3.24%

Shares147.6K

Event2026-03-31

Filed2026-04-20

ORLY

OREILLY AUTOMOTIVE INC

-3.05%

Shares200.1K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

16.66%

Shares53.9K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-0.49%

Shares146.4K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-7.98%

Shares47.6K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

5.91%

Shares86.1K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

-4.70%

Shares28.2K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

11.06%

Shares110.2K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

133.20%

Shares86.3K

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORP DEL

4.55%

Shares83.5K

Event2026-03-31

Filed2026-04-20

BJS WHSL CLUB HLDGS INC

7.30%

Shares179.4K

Event2026-03-31

Filed2026-04-20

MAS

MASCO CORP

8.48%

Shares253.0K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

6.12%

Shares34.2K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

10.19%

Shares86.8K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

100.04%

Shares23.1K

Event2026-03-31

Filed2026-04-20

ENB

ENBRIDGE INC

5.00%

Shares300.6K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

3.57%

Shares313.6K

Event2026-03-31

Filed2026-04-20

CARR

CARRIER GLOBAL CORPORATION

32.09%

Shares242.4K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

16.26%

Shares64.8K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

New

Shares60.5K

Event2026-03-31

Filed2026-04-20

UBER

UBER TECHNOLOGIES INC

29.60%

Shares203.1K

Event2026-03-31

Filed2026-04-20

CMI

CUMMINS INC

-22.61%

Shares23.9K

Event2026-03-31

Filed2026-04-20

BKNG

BOOKING HOLDINGS INC

2432.22%

Shares81.1K

Event2026-03-31

Filed2026-04-20

CRM

SALESFORCE INC

21.78%

Shares84.4K

Event2026-03-31

Filed2026-04-20

THE CIGNA GROUP

13.31%

Shares52.2K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

-13.74%

Shares116.5K

Event2026-03-31

Filed2026-04-20

HSY

HERSHEY CO

2.89%

Shares70.4K

Event2026-03-31

Filed2026-04-20

VRTX

VERTEX PHARMACEUTICALS INC

-6.61%

Shares30.8K

Event2026-03-31

Filed2026-04-20

OWL

BLUE OWL CAPITAL INC

88.23%

Shares1.5M

Event2026-03-31

Filed2026-04-20

CSGP

COSTAR GROUP INC

72.12%

Shares340.8K

Event2026-03-31

Filed2026-04-20

SSNC

SS&C TECH HLDGS

-38.68%

Shares181.1K

Event2026-03-31

Filed2026-04-20

BOEING CO

44.52%

Shares54.9K

Event2026-03-31

Filed2026-04-20

MET

METLIFE INC

5.78%

Shares161.4K

Event2026-03-31

Filed2026-04-20

AT&T INC

New

Shares473.9K

Event2026-03-31

Filed2026-04-20

MGY

MAGNOLIA OIL & GAS CORP

1.70%

Shares424.3K

Event2026-03-31

Filed2026-04-20

CCJ

CAMECO CORP

-15.21%

Shares104.5K

Event2026-03-31

Filed2026-04-20

VERIZON COMMUNICATIONS INC

8.22%

Shares259.4K

Event2026-03-31

Filed2026-04-20

CGNX

COGNEX CORP

-41.38%

Shares209.6K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

New

Shares106.1K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

14.93%

Shares73.8K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

3.19%

Shares115.2K

Event2026-03-31

Filed2026-04-20

USB

US BANCORP

3.76%

Shares183.2K

Event2026-03-31

Filed2026-04-20

RPRX

ROYALTY PHARMA PLC

14.65%

Shares207.1K

Event2026-03-31

Filed2026-04-20

EOG

EOG RES INC

11.83%

Shares74.8K

Event2026-03-31

Filed2026-04-20

DLR

DIGITAL RLTY TR INC

7.48%

Shares50.7K

Event2026-03-31

Filed2026-04-20

REGIONS FINANCIAL CORP NEW

4.19%

Shares354.6K

Event2026-03-31

Filed2026-04-20

SPGI

S&P GLOBAL INC

-48.57%

Shares22.5K

Event2026-03-31

Filed2026-04-20

MEDTRONIC PLC

12.46%

Shares108.4K

Event2026-03-31

Filed2026-04-20

SOUTHERN CO

7.68%

Shares98.7K

Event2026-03-31

Filed2026-04-20

PPL

PPL CORP

6.79%

Shares238.4K

Event2026-03-31

Filed2026-04-20

REALTY INCOME CORP

7.42%

Shares143.8K

Event2026-03-31

Filed2026-04-20

GXO

GXO LOGISTICS INCORPORATED

1.98%

Shares159.8K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

321.39%

Shares9.8K

Event2026-03-31

Filed2026-04-20

HBAN

HUNTINGTON BANCSHARES INC

6.27%

Shares543.0K

Event2026-03-31

Filed2026-04-20

EATON CORP PLC

New

Shares22.3K

Event2026-03-31

Filed2026-04-20

DOC

HEALTHPEAK PROPERTIES INC

31.18%

Shares529.4K

Event2026-03-31

Filed2026-04-20

BDX

BECTON DICKINSON & CO

12.49%

Shares56.3K

Event2026-03-31

Filed2026-04-20

MDLZ

MONDELEZ INTL INC

24.23%

Shares145.6K

Event2026-03-31

Filed2026-04-20

CMG

CHIPOTLE MEXICAN GRILL INC

-2.57%

Shares230.8K

Event2026-03-31

Filed2026-04-20

ADBE

ADOBE INC

-37.17%

Shares33.6K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

-5.82%

Shares103.1K

Event2026-03-31

Filed2026-04-20

DELL

DELL TECHNOLOGIES INC

New

Shares41.3K

Event2026-03-31

Filed2026-04-20

GPC

GENUINE PARTS CO

12.43%

Shares69.1K

Event2026-03-31

Filed2026-04-20

PYPL

PAYPAL HLDGS INC

-8.55%

Shares145.3K

Event2026-03-31

Filed2026-04-20

ADI

ANALOG DEVICES INC

New

Shares19.7K

Event2026-03-31

Filed2026-04-20

TXN

TEXAS INSTRS INC

New

Shares31.2K

Event2026-03-31

Filed2026-04-20

SPTL

SPDR SERIES TRUST

21.53%

Shares238.4K

Event2026-03-31

Filed2026-04-20

SPIB

SPDR SERIES TRUST

18.94%

Shares182.1K

Event2026-03-31

Filed2026-04-20

RDDT

REDDIT INC

New

Shares35.0K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

2.03%

Shares14.3K

Event2026-03-31

Filed2026-04-20

EEMV

ISHARES INC

0.19%

Shares60.5K

Event2026-03-31

Filed2026-04-20

SCHA

SCHWAB STRATEGIC TR

-1.71%

Shares132.8K

Event2026-03-31

Filed2026-04-20

INVESCO EXCH TRADED FD TR II

-5.87%

Shares55.2K

Event2026-03-31

Filed2026-04-20

VGIT

VANGUARD SCOTTSDALE FDS

4.75%

Shares67.4K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-0.81%

Shares13.3K

Event2026-03-31

Filed2026-04-20

SCHV

SCHWAB STRATEGIC TR

New

Shares121.6K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

-56.30%

Shares101.9K

Event2026-03-31

Filed2026-04-20

RSG

REPUBLIC SVCS INC

11.56%

Shares14.7K

Event2026-03-31

Filed2026-04-20

JBND

J P MORGAN EXCHANGE TRADED F

16.90%

Shares57.5K

Event2026-03-31

Filed2026-04-20

TFC

TRUIST FINL CORP

-0.21%

Shares59.8K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

18.00%

Shares9.0K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

0.07%

Shares8.1K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

4.08%

Shares13.4K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-76.73%

Shares3.1K

Event2026-03-31

Filed2026-04-20

HUBBELL INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

30.70%

Shares4.7K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

-1.21%

Shares12.7K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

-71.08%

Shares10.0K

Event2026-03-31

Filed2026-04-20

EFAV

ISHARES TR

-0.78%

Shares16.1K

Event2026-03-31

Filed2026-04-20

FNDE

SCHWAB STRATEGIC TR

New

Shares32.2K

Event2026-03-31

Filed2026-04-20

SCHO

SCHWAB STRATEGIC TR

-4.76%

Shares49.6K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.30%

Shares3.0K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

47.54%

Shares1.6K

Event2026-03-31

Filed2026-04-20

SON

SONOCO PRODS CO

-0.49%

Shares20.4K

Event2026-03-31

Filed2026-04-20

ELECTRONIC ARTS INC

-19.92%

Shares5.5K

Event2026-03-31

Filed2026-04-20

ASML

ASML HLDG NV

-5.88%

Shares720

Event2026-03-31

Filed2026-04-20

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW

-3.72%

Shares8.2K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR

-90.46%

Shares34.0K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-20

JEPQ

J P MORGAN EXCHANGE TRADED F

28.34%

Shares17.8K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

23.73%

Shares6.7K

Event2026-03-31

Filed2026-04-20

GE AEROSPACE

1.45%

Shares2.7K

Event2026-03-31

Filed2026-04-20

WELL

WELLTOWER INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-20

MDYG

SPDR SERIES TRUST

-3.25%

Shares8.4K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

188.62%

Shares12.4K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

30.53%

Shares1.9K

Event2026-03-31

Filed2026-04-20

LINDE PLC

22.62%

Shares1.7K

Event2026-03-31

Filed2026-04-20

JEPI

J P MORGAN EXCHANGE TRADED F

3.41%

Shares14.1K

Event2026-03-31

Filed2026-04-20

SCHB

SCHWAB STRATEGIC TR

-1.55%

Shares30.5K

Event2026-03-31

Filed2026-04-20

BLOOM ENERGY CORP

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-20

VISA INC

-92.34%

Shares2.5K

Event2026-03-31

Filed2026-04-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

-0.73%

Shares3.5K

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL ETF TRUST

0.26%

Shares17.2K

Event2026-03-31

Filed2026-04-20

SLYG

SPDR SERIES TRUST

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-20

SHW

SHERWIN WILLIAMS CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-20

PNC

PNC FINL SVCS GROUP INC

-28.12%

Shares3.0K

Event2026-03-31

Filed2026-04-20

TRGP

TARGA RES CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-20

RITM

RITHM CAPITAL CORP

2.20%

Shares64.7K

Event2026-03-31

Filed2026-04-20

ASTRAZENECA PLC

New

Shares3.2K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

1.88%

Shares813

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

4.62%

Shares12.1K

Event2026-03-31

Filed2026-04-20

MPC

MARATHON PETE CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-20

SHEL

SHELL PLC

27.51%

Shares6.9K

Event2026-03-31

Filed2026-04-20

VRT

VERTIV HOLDINGS CO

22.12%

Shares2.0K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

-0.04%

Shares2.4K

Event2026-03-31

Filed2026-04-20

INTC

INTEL CORP

4.73%

Shares9.3K

Event2026-03-31

Filed2026-04-20

WMB

WILLIAMS COS INC

0.58%

Shares7.9K

Event2026-03-31

Filed2026-04-20

PAYC

PAYCOM SOFTWARE INC

0.21%

Shares4.7K

Event2026-03-31

Filed2026-04-20

SFST

SOUTHERN FIRST BANCSHARES

1.71%

Shares9.5K

Event2026-03-31

Filed2026-04-20

BTI

BRITISH AMERN TOB PLC

7.71%

Shares9.6K

Event2026-03-31

Filed2026-04-20

FSMB

FIRST TR EXCH TRADED FD III

1.02%

Shares27.4K

Event2026-03-31

Filed2026-04-20

INTF

ISHARES TR

-0.95%

Shares13.1K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

89.66%

Shares2.3K

Event2026-03-31

Filed2026-04-20

EZBC

FRANKLIN TEMPLETON DIGITAL H

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

8.56%

Shares1.7K

Event2026-03-31

Filed2026-04-20

IBN

ICICI BANK LIMITED

32.47%

Shares18.4K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

New

Shares4.9K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

0.60%

Shares1.0K

Event2026-03-31

Filed2026-04-20

NXPI

NXP SEMICONDUCTORS N V

-94.31%

Shares2.3K

Event2026-03-31

Filed2026-04-20

FSMD

FIDELITY COVINGTON TRUST

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-20

SNX

TD SYNNEX CORPORATION

-12.94%

Shares2.2K

Event2026-03-31

Filed2026-04-20

HDB

HDFC BANK LTD

37.35%

Shares16.9K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

0.22%

Shares462

Event2026-03-31

Filed2026-04-20

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-20

BROOKFIELD CORP

12.31%

Shares9.6K

Event2026-03-31

Filed2026-04-20

SLB

SLB LIMITED

2.02%

Shares8.4K

Event2026-03-31

Filed2026-04-20

ENERGY TRANSFER L P

0.54%

Shares22.7K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

-21.07%

Shares2.8K

Event2026-03-31

Filed2026-04-20

BCSF

BAIN CAP SPECIALTY FIN INC

10.25%

Shares32.3K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

12.00%

Shares4.2K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

-1.18%

Shares3.9K

Event2026-03-31

Filed2026-04-20

FLR

FLUOR CORP

3.72%

Shares8.3K

Event2026-03-31

Filed2026-04-20

RIO

RIO TINTO PLC

-7.89%

Shares4.0K

Event2026-03-31

Filed2026-04-20

LYG

LLOYDS BANKING GROUP PLC

1.46%

Shares71.1K

Event2026-03-31

Filed2026-04-20

VANGUARD INTL EQUITY INDEX F

New

Shares2.7K

Event2026-03-31

Filed2026-04-20

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-20

TOYOTA MOTOR CORP

11.23%

Shares1.9K

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

7.00%

Shares367

Event2026-03-31

Filed2026-04-20

UMC

UNITED MICROELECTRONICS CORP

3.43%

Shares40.0K

Event2026-03-31

Filed2026-04-20

GEV

GE VERNOVA INC

11.66%

Shares383

Event2026-03-31

Filed2026-04-20

CRH PLC

16.89%

Shares3.2K

Event2026-03-31

Filed2026-04-20

BABA

ALIBABA GROUP HLDG LTD

21.39%

Shares2.8K

Event2026-03-31

Filed2026-04-20

BLACKSTONE INC

-28.36%

Shares2.9K

Event2026-03-31

Filed2026-04-20

IWS

ISHARES TR

2.06%

Shares2.3K

Event2026-03-31

Filed2026-04-20

DEO

DIAGEO PLC

50.95%

Shares4.3K

Event2026-03-31

Filed2026-04-20

BSX

BOSTON SCIENTIFIC CORP

-97.49%

Shares5.3K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

2.16%

Shares2.1K

Event2026-03-31

Filed2026-04-20

MELI

MERCADOLIBRE INC

53.33%

Shares184

Event2026-03-31

Filed2026-04-20

GLW

CORNING INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-20

FHN

FIRST HORIZON CORPORATION

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-20

NVO

NOVO-NORDISK A S

48.91%

Shares8.4K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

6.49%

Shares1.2K

Event2026-03-31

Filed2026-04-20

SAP

SAP SE

-11.08%

Shares1.9K

Event2026-03-31

Filed2026-04-20

EPD

ENTERPRISE PRODS PARTNERS L

-2.25%

Shares8.5K

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC INC

17.82%

Shares595

Event2026-03-31

Filed2026-04-20

PINNACLE FINL PARTNERS INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-20

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-20

UNH

UNITEDHEALTH GROUP INC

20.33%

Shares935

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

-3.81%

Shares379

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

0.30%

Shares3.0K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

4.16%

Shares4.0K

Event2026-03-31

Filed2026-04-20

SGOV

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

-1.31%

Shares1.3K

Event2026-03-31

Filed2026-04-20

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares402

Event2026-03-31

Filed2026-04-20

EFX

EQUIFAX INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-20

MORGAN STANLEY

20.16%

Shares1.5K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

18.08%

Shares764

Event2026-03-31

Filed2026-04-20

AXP

AMERICAN EXPRESS CO

7.64%

Shares789

Event2026-03-31

Filed2026-04-20

SCZ

ISHARES TR

-13.99%

Shares3.0K

Event2026-03-31

Filed2026-04-20

DGRW

WISDOMTREE TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

1.30%

Shares3.3K

Event2026-03-31

Filed2026-04-20

NEAR

ISHARES U S ETF TR

-57.18%

Shares4.6K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

New

Shares2.8K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

-19.51%

Shares1.9K

Event2026-03-31

Filed2026-04-20

PRU

PRUDENTIAL FINL INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-20

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

New

Shares833

Event2026-03-31

Filed2026-04-20

LNG

CHENIERE ENERGY INC

New

Shares860

Event2026-03-31

Filed2026-04-20

ACWX

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

TRMD

TORM PLC

New

Shares7.5K

Event2026-03-31

Filed2026-04-20

UAL

UNITED AIRLS HLDGS INC

0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-20

AJG

GALLAGHER ARTHUR J & CO

7.89%

Shares971

Event2026-03-31

Filed2026-04-20

PCT

PURECYCLE TECHNOLOGIES INC

0.00%

Shares31.1K

Event2026-03-31

Filed2026-04-20

UPS

UNITED PARCEL SVCS INC

5.01%

Shares2.0K

Event2026-03-31

Filed2026-04-20

FITB

FIFTH THIRD BANCORP

New

Shares4.1K

Event2026-03-31

Filed2026-04-20

FNDX

SCHWAB STRATEGIC TR

New

Shares6.9K

Event2026-03-31

Filed2026-04-20

SGHT

SIGHT SCIENCES INC

0.00%

Shares35.9K

Event2026-03-31

Filed2026-04-20

AVXL

ANAVEX LIFE SCIENCES CORP

0.00%

Shares39.9K

Event2026-03-31

Filed2026-04-20

AAME

ATLANTIC AMERN CORP

0.00%

Shares44.0K

Event2026-03-31

Filed2026-04-20

AEYE INC

28.33%

Shares13.6K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

KO Put PutCOCA COLA CO16.0K shares-50.62%2026-03-312026-04-20

KO Put

COCA COLA CO

-50.62%

Shares16.0K

Event2026-03-31

Filed2026-04-20