Sponsored
The Analysis of Gilliland Jeter Wealth Management LLC's Holdings & P&L
Currently, Gilliland Jeter Wealth Management LLC holds 184 types of securities in its portfolio with a total value $337.6M. In the most recent quarter, they have increased their positions in EFV (+41.8K shares, valued at $3.1M), CORO (+64.6K shares, valued at $2.1M), OEF (+6.3K shares, valued at $2.0M); decreased their positions in N/A (-1.9K shares, valued at $411.5K), MU (-1.1K shares, valued at $365.5K), AAPL (-729 shares, valued at $185.0K); initiated new positions in CORO (+64.6K shares, valued at $2.1M), OEF (+6.3K shares, valued at $2.0M), ITOT (+4.0K shares, valued at $576.0K).
1M P&L
-23.7M-6.57%
3M P&L
-47.5M-12.35%
HY P&L
-36.8M-9.84%
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/A81.9M
26.7%
2Consumer Electronics28.3M
9.2%
3Semiconductors28.0M
9.1%
Top Industries by Stock Count
1N/A56 stocks
34.1%
2Drug Manufacturers - General7 stocks
4.3%
3Insurance - Property & Casualty5 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
LAM RESEARCH CORPORATION COM NEW LAM RESEARCH CORPORATION COM NEW22.6K shares-7.84%2026-03-312026-04-24
Sponsored
ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C14.8K shares-0.04%2026-03-312026-04-24
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW7.3K shares-0.26%2026-03-312026-04-24
ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A11.5K shares0.24%2026-03-312026-04-24
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
CANADIAN PACIFIC KANSAS CITY (CANADA) CANADIAN PACIFIC KANSAS CITY (CANADA)13.7K shares0.01%2026-03-312026-04-24
Sponsored
JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND) JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND)50.0K shares0.00%2026-03-312026-04-24
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TOTALENERGIES SE ACT (FRANCE) TOTALENERGIES SE ACT (FRANCE)3.0K sharesnew addition2026-03-312026-04-24
Sponsored
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW401 shares-10.69%2026-03-312026-04-24
Sponsored
Sponsored
Sponsored
AAPL
-0.65%APPLE INCORPORATED
Shares111.5K
Event2026-03-31
Filed2026-04-24
NVDA
0.25%NVIDIA CORPORATION
Shares149.6K
Event2026-03-31
Filed2026-04-24
WMT
-0.92%WALMART INCORPORATED
Shares114.9K
Event2026-03-31
Filed2026-04-24
IWF
0.05%ISHARES TR RUS 1000 GRW ETF
Shares25.6K
Event2026-03-31
Filed2026-04-24
VIG
0.23%VANGUARD DIVIDEND APPRECIATION ETF
Shares45.7K
Event2026-03-31
Filed2026-04-24
AMZN
-0.19%AMAZON COM INCORPORATED
Shares44.0K
Event2026-03-31
Filed2026-04-24
CAT
-0.39%CATERPILLAR INCORPORATED
Shares12.1K
Event2026-03-31
Filed2026-04-24
T
-1.53%AT&T INCORPORATED
Shares284.2K
Event2026-03-31
Filed2026-04-24
MSFT
-1.03%MICROSOFT CORPORATION
Shares19.5K
Event2026-03-31
Filed2026-04-24
JPM
-1.01%JPMORGAN CHASE & COMPANY
Shares23.3K
Event2026-03-31
Filed2026-04-24
META
0.04%META PLATFORMS INCORPORATED CLASS A
Shares11.7K
Event2026-03-31
Filed2026-04-24
MPC
-0.24%MARATHON PETE CORPORATION
Shares22.0K
Event2026-03-31
Filed2026-04-24
CVX
-2.74%CHEVRON CORPORATION
Shares24.8K
Event2026-03-31
Filed2026-04-24
VUG
0.25%VANGUARD GROWTH ETF
Shares11.5K
Event2026-03-31
Filed2026-04-24
LAM RESEARCH CORPORATION COM NEW
-7.84%LAM RESEARCH CORPORATION COM NEW
Shares22.6K
Event2026-03-31
Filed2026-04-24
IYW
0.72%ISHARES TR U.S. TECH ETF
Shares24.2K
Event2026-03-31
Filed2026-04-24
ALPHABET INCORPORATED CAP STK CLASS C
-0.04%ALPHABET INCORPORATED CAP STK CLASS C
Shares14.8K
Event2026-03-31
Filed2026-04-24
IVV
-0.54%ISHARES TR CORE S&P500 ETF
Shares6.1K
Event2026-03-31
Filed2026-04-24
AFL
0.02%AFLAC INCORPORATED
Shares33.4K
Event2026-03-31
Filed2026-04-24
EFV
609.85%ISHARES TR EAFE VALUE ETF
Shares48.7K
Event2026-03-31
Filed2026-04-24
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-0.26%BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Shares7.3K
Event2026-03-31
Filed2026-04-24
XOM
-0.63%EXXON MOBIL CORPORATION
Shares20.6K
Event2026-03-31
Filed2026-04-24
V
0.47%VISA INCORPORATED COM CLASS A
Shares11.1K
Event2026-03-31
Filed2026-04-24
ALPHABET INCORPORATED CAP STK CLASS A
0.24%ALPHABET INCORPORATED CAP STK CLASS A
Shares11.5K
Event2026-03-31
Filed2026-04-24
DTE
0.00%DTE ENERGY COMPANY
Shares22.4K
Event2026-03-31
Filed2026-04-24
BROADCOM INCORPORATED
0.05%BROADCOM INCORPORATED
Shares10.4K
Event2026-03-31
Filed2026-04-24
BAC
0.56%BANK AMERICA CORPORATION
Shares65.6K
Event2026-03-31
Filed2026-04-24
JCI
-0.48%JOHNSON CONTROLS INTERNATION SHS (IRELAND)
Shares23.9K
Event2026-03-31
Filed2026-04-24
IWD
3.35%ISHARES TR RUS 1000 VAL ETF
Shares14.4K
Event2026-03-31
Filed2026-04-24
JNJ
-0.20%JOHNSON & JOHNSON
Shares12.5K
Event2026-03-31
Filed2026-04-24
VTV
0.00%VANGUARD VALUE ETF
Shares15.4K
Event2026-03-31
Filed2026-04-24
COP
-0.94%CONOCOPHILLIPS
Shares22.7K
Event2026-03-31
Filed2026-04-24
CRM
14.91%SALESFORCE INCORPORATED
Shares15.9K
Event2026-03-31
Filed2026-04-24
ORCL
0.04%ORACLE CORPORATION
Shares20.1K
Event2026-03-31
Filed2026-04-24
MERCK & COMPANY INCORPORATED
-0.00%MERCK & COMPANY INCORPORATED
Shares23.7K
Event2026-03-31
Filed2026-04-24
WMB
-1.04%WILLIAMS COMPANIES INCORPORATED
Shares37.0K
Event2026-03-31
Filed2026-04-24
BP
0.42%BP PLC SPONSORED ADR (UNITED KINGDOM)
Shares56.7K
Event2026-03-31
Filed2026-04-24
MSI
-0.26%MOTOROLA SOLUTIONS INCORPORATED COM NEW
Shares5.8K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TRUST
19.35%INVESCO QQQ TRUST
Shares4.3K
Event2026-03-31
Filed2026-04-24
BSX
0.00%BOSTON SCIENTIFIC CORPORATION
Shares37.8K
Event2026-03-31
Filed2026-04-24
HBAN
147.33%HUNTINGTON BANCSHARES INCORPORATED
Shares147.8K
Event2026-03-31
Filed2026-04-24
ISRG
-2.19%INTUITIVE SURGICAL INCORPORATED COM NEW
Shares4.8K
Event2026-03-31
Filed2026-04-24
PM
-0.23%PHILIP MORRIS INTERNATIONAL INCORPORATED
Shares12.7K
Event2026-03-31
Filed2026-04-24
CORO
NewISHARES INTL CTRY ROTATION ACTIVE ETF
Shares64.6K
Event2026-03-31
Filed2026-04-24
AEP
0.00%AMERICAN ELEC PWR COMPANY INCORPORATED
Shares15.3K
Event2026-03-31
Filed2026-04-24
CB
-0.95%CHUBB LIMITED SWITZ (SWITZERLAND)
Shares6.2K
Event2026-03-31
Filed2026-04-24
OEF
NewISHARES TR S&P 100 ETF
Shares6.3K
Event2026-03-31
Filed2026-04-24
ALL
-0.39%ALLSTATE CORPORATION
Shares9.5K
Event2026-03-31
Filed2026-04-24
SPY
4.82%STATE STREET SPDR S&P 500 ETF TRUST
Shares2.9K
Event2026-03-31
Filed2026-04-24
MGK
0.10%VANGUARD MEGA CAP GROWTH ETF
Shares5.1K
Event2026-03-31
Filed2026-04-24
DYNF
3.55%ISHARES U.S. EQUITY FACTOR ROTATION ACTI
Shares28.5K
Event2026-03-31
Filed2026-04-24
XLK
0.00%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares12.2K
Event2026-03-31
Filed2026-04-24
PREF
3.41%PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF
Shares80.9K
Event2026-03-31
Filed2026-04-24
DTM
0.00%DT MIDSTREAM INCORPORATED COMMON STOCK
Shares11.2K
Event2026-03-31
Filed2026-04-24
UNP
0.05%UNION PAC CORPORATION
Shares6.1K
Event2026-03-31
Filed2026-04-24
LLY
0.95%ELI LILLY & COMPANY
Shares1.6K
Event2026-03-31
Filed2026-04-24
XLI
0.02%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares9.0K
Event2026-03-31
Filed2026-04-24
IVW
30.91%ISHARES TR S&P 500 GRWT ETF
Shares12.4K
Event2026-03-31
Filed2026-04-24
ENFR
-2.34%ALERIAN ENERGY INFRASTRUCTURE ETF
Shares36.3K
Event2026-03-31
Filed2026-04-24
BTO
3.08%HANCOCK JOHN FINL OPPTYS SH BEN INT NEW
Shares37.4K
Event2026-03-31
Filed2026-04-24
IVE
15.00%ISHARES TR S&P 500 VAL ETF
Shares6.1K
Event2026-03-31
Filed2026-04-24
COST
0.00%COSTCO WHOLESALE CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-04-24
VZ
1.43%VERIZON COMMUNICATIONS INCORPORATED
Shares25.1K
Event2026-03-31
Filed2026-04-24
JBHT
-1.73%HUNT J B TRANS SVCS INCORPORATED
Shares5.8K
Event2026-03-31
Filed2026-04-24
BE
0.00%BLOOM ENERGY CORPORATION COM CLASS A
Shares8.7K
Event2026-03-31
Filed2026-04-24
PG
-0.72%PROCTER & GAMBLE COMPANY
Shares7.9K
Event2026-03-31
Filed2026-04-24
TJX
-0.71%TJX COMPANIES INCORPORATED NEW
Shares6.8K
Event2026-03-31
Filed2026-04-24
CANADIAN PACIFIC KANSAS CITY (CANADA)
0.01%CANADIAN PACIFIC KANSAS CITY (CANADA)
Shares13.7K
Event2026-03-31
Filed2026-04-24
STIP
3.64%ISHARES TR 0-5 YR TIPS ETF
Shares10.3K
Event2026-03-31
Filed2026-04-24
NVS
-0.81%NOVARTIS AG SPONSORED ADR (SWITZERLAND)
Shares6.7K
Event2026-03-31
Filed2026-04-24
WCN
-1.89%WASTE CONNECTIONS INCORPORATED (CANADA)
Shares6.1K
Event2026-03-31
Filed2026-04-24
IBM
0.10%INTERNATIONAL BUSINESS MACHINES
Shares4.0K
Event2026-03-31
Filed2026-04-24
AR
0.00%ANTERO RESOURCES CORPORATION
Shares22.4K
Event2026-03-31
Filed2026-04-24
MU
-27.81%MICRON TECHNOLOGY INCORPORATED
Shares2.8K
Event2026-03-31
Filed2026-04-24
JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND)
0.00%JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND)
Shares50.0K
Event2026-03-31
Filed2026-04-24
MO
-0.06%ALTRIA GROUP INCORPORATED
Shares14.2K
Event2026-03-31
Filed2026-04-24
THC
0.00%TENET HEALTHCARE CORPORATION COM NEW
Shares4.9K
Event2026-03-31
Filed2026-04-24
PANW
-4.71%PALO ALTO NETWORKS INCORPORATED
Shares5.7K
Event2026-03-31
Filed2026-04-24
FV
0.09%FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
Shares14.8K
Event2026-03-31
Filed2026-04-24
LNG
11.51%CHENIERE ENERGY INCORPORATED COM NEW
Shares3.1K
Event2026-03-31
Filed2026-04-24
TSLA
18.07%TESLA INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-04-24
VTI
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares2.6K
Event2026-03-31
Filed2026-04-24
FTCS
-0.36%FIRST TRUST CAPITAL STRENGTH ETF
Shares8.4K
Event2026-03-31
Filed2026-04-24
QUAL
12.60%ISHARES TR MSCI USA QLT FCT
Shares4.0K
Event2026-03-31
Filed2026-04-24
SNOW
23.53%SNOWFLAKE INCORPORATED COM SHS
Shares5.0K
Event2026-03-31
Filed2026-04-24
VBK
0.08%VANGUARD SMALL-CAP GROWTH ETF
Shares2.5K
Event2026-03-31
Filed2026-04-24
IWB
83.29%ISHARES RUSSELL 1000 ETF
Shares2.1K
Event2026-03-31
Filed2026-04-24
IWM
0.00%ISHARES TR RUSSELL 2000 ETF
Shares3.0K
Event2026-03-31
Filed2026-04-24
ISCG
9.63%ISHARES TR MRGSTR SM CP GR
Shares13.4K
Event2026-03-31
Filed2026-04-24
AMT
0.10%AMERICAN TOWER CORPORATION REIT
Shares4.2K
Event2026-03-31
Filed2026-04-24
MA
0.00%MASTERCARD INCORPORATED CLASS A
Shares1.4K
Event2026-03-31
Filed2026-04-24
GDV
1.16%GABELLI DIVID & INCOME TR
Shares26.3K
Event2026-03-31
Filed2026-04-24
RPM
0.51%RPM INTERNATIONAL INCORPORATED
Shares6.8K
Event2026-03-31
Filed2026-04-24
PGR
4.04%PROGRESSIVE CORPORATION
Shares3.4K
Event2026-03-31
Filed2026-04-24
NSC
-1.94%NORFOLK SOUTHN CORPORATION
Shares2.3K
Event2026-03-31
Filed2026-04-24
XLV
0.02%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares4.4K
Event2026-03-31
Filed2026-04-24
PFE
0.14%PFIZER INCORPORATED
Shares22.5K
Event2026-03-31
Filed2026-04-24
COF
0.24%CAPITAL ONE FINL CORPORATION
Shares3.4K
Event2026-03-31
Filed2026-04-24
DVN
-0.11%DEVON ENERGY CORPORATION NEW
Shares12.3K
Event2026-03-31
Filed2026-04-24
ACV
0.20%VIRTUS DIVERSIFIED INCM & CONV
Shares25.1K
Event2026-03-31
Filed2026-04-24
DE
0.38%DEERE & COMPANY
Shares1.1K
Event2026-03-31
Filed2026-04-24
ICE
-2.14%INTERCONTINENTAL EXCHANGE INCORPORATED
Shares3.8K
Event2026-03-31
Filed2026-04-24
OZK
0.34%BANK OZK LITTLE ROCK ARK
Shares12.7K
Event2026-03-31
Filed2026-04-24
SHLD
159.27%GLOBAL X DEFENSE TECH ETF
Shares8.2K
Event2026-03-31
Filed2026-04-24
ITOT
NewISHARES TR CORE S&P TTL STK
Shares4.0K
Event2026-03-31
Filed2026-04-24
DAL
-0.88%DELTA AIR LINES INCORPORATED COM NEW
Shares8.6K
Event2026-03-31
Filed2026-04-24
THRO
28.33%ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
Shares15.7K
Event2026-03-31
Filed2026-04-24
CROWN CASTLE INCORPORATED REIT
-24.43%CROWN CASTLE INCORPORATED REIT
Shares6.8K
Event2026-03-31
Filed2026-04-24
ADI
0.00%ANALOG DEVICES INCORPORATED
Shares1.7K
Event2026-03-31
Filed2026-04-24
BLACKSTONE INCORPORATED
-10.19%BLACKSTONE INCORPORATED
Shares4.7K
Event2026-03-31
Filed2026-04-24
ABT
0.13%ABBOTT LABORATORIES
Shares5.3K
Event2026-03-31
Filed2026-04-24
PSC
0.24%PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP
Shares9.3K
Event2026-03-31
Filed2026-04-24
SKYY
0.00%FIRST TRUST ISE CLOUD COMPUTING INDEX FUND
Shares4.9K
Event2026-03-31
Filed2026-04-24
GEV
-0.50%GE VERNOVA INCORPORATED
Shares593
Event2026-03-31
Filed2026-04-24
EEM
0.00%ISHARES TR MSCI EMG MKT ETF
Shares8.8K
Event2026-03-31
Filed2026-04-24
BUFR
0.00%FT VEST LADDERED BUFFER ETF
Shares14.8K
Event2026-03-31
Filed2026-04-24
HOMB
0.00%HOME BANCSHARES INCORPORATED
Shares18.2K
Event2026-03-31
Filed2026-04-24
HUBBELL INCORPORATED
0.10%HUBBELL INCORPORATED
Shares987
Event2026-03-31
Filed2026-04-24
TLH
6.50%ISHARES TR 10-20 YR TRS ETF
Shares4.7K
Event2026-03-31
Filed2026-04-24
HD
4.35%HOME DEPOT INCORPORATED
Shares1.4K
Event2026-03-31
Filed2026-04-24
GE AEROSPACE COM NEW
0.00%GE AEROSPACE COM NEW
Shares1.5K
Event2026-03-31
Filed2026-04-24
NOW
-7.51%SERVICENOW INCORPORATED
Shares4.2K
Event2026-03-31
Filed2026-04-24
ILCV
NewISHARES TR MORNINGSTAR VALU
Shares4.6K
Event2026-03-31
Filed2026-04-24
FANG
0.56%DIAMONDBACK ENERGY INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-04-24
THE CIGNA GROUP
0.13%THE CIGNA GROUP
Shares1.6K
Event2026-03-31
Filed2026-04-24
BLACKROCK INCORPORATED
0.23%BLACKROCK INCORPORATED
Shares438
Event2026-03-31
Filed2026-04-24
SPGI
-26.55%S&P GLOBAL INCORPORATED
Shares985
Event2026-03-31
Filed2026-04-24
MKL
0.00%MARKEL GROUP INCORPORATED
Shares212
Event2026-03-31
Filed2026-04-24
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares5.0K
Event2026-03-31
Filed2026-04-24
EHC
0.02%ENCOMPASS HEALTH CORPORATION
Shares4.2K
Event2026-03-31
Filed2026-04-24
GLD
0.00%SPDR GOLD SHARES
Shares937
Event2026-03-31
Filed2026-04-24
GPIX
NewGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
Shares7.9K
Event2026-03-31
Filed2026-04-24
VONG
0.11%VANGUARD RUSSELL 1000 GROWTH ETF
Shares3.6K
Event2026-03-31
Filed2026-04-24
MDLZ
-1.23%MONDELEZ INTERNATIONAL INCORPORATED CLASS A
Shares6.8K
Event2026-03-31
Filed2026-04-24
AMGN
-0.18%AMGEN INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-04-24
TT
-1.05%TRANE TECHNOLOGIES PLC SHS (IRELAND)
Shares940
Event2026-03-31
Filed2026-04-24
IWO
NewISHARES TR RUS 2000 GRW ETF
Shares1.2K
Event2026-03-31
Filed2026-04-24
CCD
0.79%CALAMOS DYNAMIC CONV & INCOME
Shares17.4K
Event2026-03-31
Filed2026-04-24
PSX
-12.50%PHILLIPS 66
Shares2.0K
Event2026-03-31
Filed2026-04-24
SHOP
1.81%SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)
Shares3.1K
Event2026-03-31
Filed2026-04-24
EQAL
0.39%INVESCO RUSSELL 1000 EQUAL WEIGHT ETF
Shares6.5K
Event2026-03-31
Filed2026-04-24
GS
4.02%GOLDMAN SACHS GROUP INCORPORATED
Shares414
Event2026-03-31
Filed2026-04-24
DSGX
NewDESCARTES SYSTEMS GROUP INCORPORATED (CANADA)
Shares4.9K
Event2026-03-31
Filed2026-04-24
LINDE PLC SHS (IRELAND)
0.00%LINDE PLC SHS (IRELAND)
Shares693
Event2026-03-31
Filed2026-04-24
WFC
0.00%WELLS FARGO & COMPANY
Shares4.3K
Event2026-03-31
Filed2026-04-24
VBR
0.00%VANGUARD SMALL-CAP VALUE ETF
Shares1.5K
Event2026-03-31
Filed2026-04-24
ABBV
0.00%ABBVIE INCORPORATED
Shares1.5K
Event2026-03-31
Filed2026-04-24
STERIS PLC SHS USD (IRELAND)
-0.33%STERIS PLC SHS USD (IRELAND)
Shares1.5K
Event2026-03-31
Filed2026-04-24
ORI
0.00%OLD REP INTERNATIONAL CORPORATION
Shares8.2K
Event2026-03-31
Filed2026-04-24
XLB
0.00%STATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares6.4K
Event2026-03-31
Filed2026-04-24
MUSA
4.67%MURPHY USA INCORPORATED
Shares627
Event2026-03-31
Filed2026-04-24
EOG
NewEOG RES INCORPORATED
Shares2.1K
Event2026-03-31
Filed2026-04-24
RF
0.09%REGIONS FINANCIAL CORPORATION NEW
Shares11.6K
Event2026-03-31
Filed2026-04-24
GPN
NewGLOBAL PMTS INCORPORATED
Shares4.5K
Event2026-03-31
Filed2026-04-24
FCX
0.00%FREEPORT MCMORAN INCORPORATED CLASS B
Shares5.0K
Event2026-03-31
Filed2026-04-24
DIVO
1.71%AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares6.6K
Event2026-03-31
Filed2026-04-24
MBB
15.98%ISHARES TR MBS ETF
Shares3.1K
Event2026-03-31
Filed2026-04-24
ORLY
0.06%OREILLY AUTOMOTIVE INCORPORATED
Shares3.1K
Event2026-03-31
Filed2026-04-24
BLCR
NewISHARES LARGE CAP CORE ACTIVE ETF
Shares6.7K
Event2026-03-31
Filed2026-04-24
TOTALENERGIES SE ACT (FRANCE)
NewTOTALENERGIES SE ACT (FRANCE)
Shares3.0K
Event2026-03-31
Filed2026-04-24
ITW
0.00%ILLINOIS TOOL WKS INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-04-24
VTR
0.00%VENTAS INCORPORATED REIT
Shares3.3K
Event2026-03-31
Filed2026-04-24
NFLX
NewNETFLIX INCORPORATED.
Shares2.8K
Event2026-03-31
Filed2026-04-24
GOVT
NewISHARES TR US TREAS BD ETF
Shares11.7K
Event2026-03-31
Filed2026-04-24
BINC
-19.11%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares5.1K
Event2026-03-31
Filed2026-04-24
NXPI
-0.75%NXP SEMICONDUCTORS N V (NETHERLANDS)
Shares1.3K
Event2026-03-31
Filed2026-04-24
BNDX
21.13%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares5.2K
Event2026-03-31
Filed2026-04-24
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-10.69%VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Shares401
Event2026-03-31
Filed2026-04-24
HAL
-14.65%HALLIBURTON COMPANY
Shares6.1K
Event2026-03-31
Filed2026-04-24
SFNC
0.33%SIMMONS FIRST NATL CORPORATION CLASS A $1 PAR
Shares12.1K
Event2026-03-31
Filed2026-04-24
CGO
0.00%CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT
Shares20.6K
Event2026-03-31
Filed2026-04-24
BAB
0.00%INVESCO TAXABLE MUNICIPAL BOND ETF
Shares8.4K
Event2026-03-31
Filed2026-04-24
OHI
0.00%OMEGA HEALTHCARE INVS INCORPORATED REIT
Shares5.1K
Event2026-03-31
Filed2026-04-24
HON
NewHONEYWELL INTERNATIONAL INCORPORATED
Shares972
Event2026-03-31
Filed2026-04-24
FVD
0.15%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares4.7K
Event2026-03-31
Filed2026-04-24
WBD
0.00%WARNER BROS DISCOVERY INCORPORATED COM SER A
Shares7.9K
Event2026-03-31
Filed2026-04-24
AKRE FOCUS ETF
0.00%AKRE FOCUS ETF
Shares3.9K
Event2026-03-31
Filed2026-04-24
AXP
8.53%AMERICAN EXPRESS COMPANY
Shares687
Event2026-03-31
Filed2026-04-24
KO
NewCOCA COLA COMPANY
Shares2.7K
Event2026-03-31
Filed2026-04-24
BMY
NewBRISTOL-MYERS SQUIBB COMPANY
Shares3.3K
Event2026-03-31
Filed2026-04-24
MPWR
NewMONOLITHIC PWR SYSTEMS INCORPORATED
Shares183
Event2026-03-31
Filed2026-04-24
SMR
48.43%NUSCALE PWR CORPORATION CLASS A COM
Shares18.3K
Event2026-03-31
Filed2026-04-24
SOFI
0.00%SOFI TECHNOLOGIES INC
Shares11.5K
Event2026-03-31
Filed2026-04-24
SLI
0.00%STANDARD LITHIUM LIMITED (CANADA)
Shares12.4K
Event2026-03-31
Filed2026-04-24
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