The Analysis of Haverford Trust Co's Holdings & P&L


Currently, Haverford Trust Co holds 419 types of securities in its portfolio with a total value $10.9B. In the most recent quarter, they have increased their positions in META (+106.0K shares, valued at $60.7M), N/A (+159.7K shares, valued at $49.4M), NVDA (+164.7K shares, valued at $28.7M); decreased their positions in ORCL (-715.0K shares, valued at $105.2M), IVV (-120.5K shares, valued at $78.7M), ADP (-111.5K shares, valued at $22.6M); initiated new positions in MPLX (+37.3K shares, valued at $2.1M), WAT (+4.2K shares, valued at $1.3M), VST (+7.9K shares, valued at $1.2M).


1M P&L
+225.7M+2.23%
3M P&L
+90.7M+0.89%
HY P&L
+568.3M+5.82%

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/A3.4B
35.2%
2Software - Infrastructure812.0M
8.3%
3Consumer Electronics644.7M
6.6%

Top Industries by Stock Count

1N/A153 stocks
40.9%
2Software - Application13 stocks
3.5%
3Semiconductors10 stocks
2.7%
Stock Holdings
AAPL
APPLE INC
-1.89%
Shares2.3M
Event2026-03-31
Filed2026-05-11
MSFT
MICROSOFT CORP
0.85%
Shares1.2M
Event2026-03-31
Filed2026-05-11
JPM
JPMORGAN CHASE & CO
-1.29%
Shares1.4M
Event2026-03-31
Filed2026-05-11
IVV
ISHARES TR
-16.48%
Shares610.8K
Event2026-03-31
Filed2026-05-11
QUAL
ISHARES TR
3.35%
Shares1.8M
Event2026-03-31
Filed2026-05-11
RTX
RTX CORPORATION
-1.73%
Shares1.7M
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
1.82%
Shares1.0M
Event2026-03-31
Filed2026-05-11
COST
COSTCO WHOLESALE CORPORATION
-0.60%
Shares290.2K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
BLACKROCK INC
-1.15%
Shares300.3K
Event2026-03-31
Filed2026-05-11
MA
MASTERCARD INCORPORATED
-0.43%
Shares555.3K
Event2026-03-31
Filed2026-05-11
IEFA
ISHARES TR
3.90%
Shares3.0M
Event2026-03-31
Filed2026-05-11
TJX
TJX COS INC NEW
-3.82%
Shares1.6M
Event2026-03-31
Filed2026-05-11
JNJ
JOHNSON & JOHNSON
-1.92%
Shares1.0M
Event2026-03-31
Filed2026-05-11
NVDA
NVIDIA CORPORATION
15.54%
Shares1.2M
Event2026-03-31
Filed2026-05-11
IEMG
ISHARES INC
2.27%
Shares2.9M
Event2026-03-31
Filed2026-05-11
HON
HONEYWELL INTL INC
-0.46%
Shares900.9K
Event2026-03-31
Filed2026-05-11
IJR
ISHARES TR
-5.05%
Shares1.6M
Event2026-03-31
Filed2026-05-11
LOW
LOWES COS INC
-2.00%
Shares801.6K
Event2026-03-31
Filed2026-05-11
CVX
CHEVRON CORPORATION
4.88%
Shares897.2K
Event2026-03-31
Filed2026-05-11
PEP
PEPSICO INC
0.88%
Shares1.1M
Event2026-03-31
Filed2026-05-11
AVEM
AMERICAN CENTY ETF TR
3.98%
Shares2.2M
Event2026-03-31
Filed2026-05-11
IJH
ISHARES TR
-3.99%
Shares2.5M
Event2026-03-31
Filed2026-05-11
JMBS
JANUS DETROIT STR TR
15.10%
Shares3.7M
Event2026-03-31
Filed2026-05-11
AVDV
AMERICAN CENTY ETF TR
1.28%
Shares1.7M
Event2026-03-31
Filed2026-05-11
NEE
NEXTERA ENERGY INC
0.39%
Shares1.8M
Event2026-03-31
Filed2026-05-11
LLY
ELI LILLY & CO
3.80%
Shares167.4K
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
6.71%
Shares744.4K
Event2026-03-31
Filed2026-05-11
SPGI
S&P GLOBAL INC
-1.20%
Shares308.0K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC
EATON CORP PLC
-0.32%
Shares356.0K
Event2026-03-31
Filed2026-05-11
META
META PLATFORMS INC
100.42%
Shares211.6K
Event2026-03-31
Filed2026-05-11
AON PLC
AON PLC
-1.44%
Shares346.1K
Event2026-03-31
Filed2026-05-11
TMO
THERMO FISHER SCIENTIFIC INC
-0.11%
Shares226.9K
Event2026-03-31
Filed2026-05-11
IGSB
ISHARES TR
5.07%
Shares1.9M
Event2026-03-31
Filed2026-05-11
JAAA
JANUS DETROIT STR TR
9.08%
Shares2.0M
Event2026-03-31
Filed2026-05-11
MCK
MCKESSON CORP
-1.15%
Shares112.4K
Event2026-03-31
Filed2026-05-11
KO
COCA COLA CO
-3.29%
Shares1.3M
Event2026-03-31
Filed2026-05-11
APD
AIR PRODUCTS AND CHEMICALS I
-11.03%
Shares328.1K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC
MEDTRONIC PLC
0.42%
Shares1.1M
Event2026-03-31
Filed2026-05-11
VIG
VANGUARD SPECIALIZED FUNDS
-0.03%
Shares402.8K
Event2026-03-31
Filed2026-05-11
SYK
STRYKER CORPORATION
5.85%
Shares261.1K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
BROADCOM INC
150.26%
Shares266.0K
Event2026-03-31
Filed2026-05-11
ORCL
ORACLE CORP
-56.45%
Shares551.5K
Event2026-03-31
Filed2026-05-11
MCD
MCDONALDS CORP
-0.94%
Shares251.3K
Event2026-03-31
Filed2026-05-11
IGIB
ISHARES TR
6.85%
Shares1.5M
Event2026-03-31
Filed2026-05-11
VTI
VANGUARD INDEX FDS
0.64%
Shares243.1K
Event2026-03-31
Filed2026-05-11
SPY
STATE STR SPDR S&P 500 ETF T
-1.95%
Shares116.6K
Event2026-03-31
Filed2026-05-11
NVT
NVENT ELEC PLC
-1.68%
Shares635.0K
Event2026-03-31
Filed2026-05-11
CSCO
CISCO SYS INC
-0.72%
Shares965.0K
Event2026-03-31
Filed2026-05-11
VPL
VANGUARD INTL EQUITY INDEX F
-5.00%
Shares763.3K
Event2026-03-31
Filed2026-05-11
STIP
ISHARES TR
6.26%
Shares708.2K
Event2026-03-31
Filed2026-05-11
TXN
TEXAS INSTRS INC
19.35%
Shares296.0K
Event2026-03-31
Filed2026-05-11
VXUS
VANGUARD STAR FDS
1.05%
Shares735.4K
Event2026-03-31
Filed2026-05-11
PM
PHILIP MORRIS INTL INC
13.19%
Shares330.2K
Event2026-03-31
Filed2026-05-11
WM
WASTE MGMT INC DEL
25.05%
Shares234.4K
Event2026-03-31
Filed2026-05-11
VGK
VANGUARD INTL EQUITY INDEX F
-4.92%
Shares557.0K
Event2026-03-31
Filed2026-05-11
ASML
ASML HLDG NV
-0.12%
Shares33.5K
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
4.42%
Shares209.5K
Event2026-03-31
Filed2026-05-11
LINDE PLC
LINDE PLC
58.02%
Shares84.2K
Event2026-03-31
Filed2026-05-11
IQLT
ISHARES TR
31.08%
Shares866.2K
Event2026-03-31
Filed2026-05-11
VV
VANGUARD INDEX FDS
-7.91%
Shares121.5K
Event2026-03-31
Filed2026-05-11
HD
HOME DEPOT INC
0.82%
Shares105.3K
Event2026-03-31
Filed2026-05-11
JCI
JOHNSON CONTROLS INTERNATION
-1.26%
Shares262.4K
Event2026-03-31
Filed2026-05-11
VGSH
VANGUARD SCOTTSDALE FDS
10.04%
Shares582.5K
Event2026-03-31
Filed2026-05-11
QCOM
QUALCOMM INC
0.97%
Shares263.5K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
MERCK & CO INC
-0.80%
Shares277.4K
Event2026-03-31
Filed2026-05-11
XLK
SELECT SECTOR SPDR TR
-29.17%
Shares235.7K
Event2026-03-31
Filed2026-05-11
VZ
VERIZON COMMUNICATIONS INC
-29.61%
Shares610.6K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
0.05%
Shares105.3K
Event2026-03-31
Filed2026-05-11
CGGR
CAPITAL GROUP GROWTH ETF
2.10%
Shares743.7K
Event2026-03-31
Filed2026-05-11
PG
PROCTER & GAMBLE CO
-0.70%
Shares204.3K
Event2026-03-31
Filed2026-05-11
AMT
AMERICAN TOWER CORP
4.25%
Shares159.4K
Event2026-03-31
Filed2026-05-11
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares38
Event2026-03-31
Filed2026-05-11
ADP
AUTOMATIC DATA PROCESSING IN
-46.11%
Shares130.3K
Event2026-03-31
Filed2026-05-11
VONG
VANGUARD SCOTTSDALE FDS
43.79%
Shares236.9K
Event2026-03-31
Filed2026-05-11
MAS
MASCO CORP
1.81%
Shares428.4K
Event2026-03-31
Filed2026-05-11
V
VISA INC
4.13%
Shares84.1K
Event2026-03-31
Filed2026-05-11
FNDX
SCHWAB STRATEGIC TR
2.92%
Shares900.2K
Event2026-03-31
Filed2026-05-11
INTU
INTUIT
9.47%
Shares57.8K
Event2026-03-31
Filed2026-05-11
LMT
LOCKHEED MARTIN CORP
-2.36%
Shares40.5K
Event2026-03-31
Filed2026-05-11
XOM
EXXON MOBIL CORP
7.15%
Shares139.0K
Event2026-03-31
Filed2026-05-11
IWF
ISHARES TR
-4.04%
Shares48.3K
Event2026-03-31
Filed2026-05-11
IEI
ISHARES TR
6.33%
Shares162.5K
Event2026-03-31
Filed2026-05-11
CME
CME GROUP INC
-1.07%
Shares65.2K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.54%
Shares39.1K
Event2026-03-31
Filed2026-05-11
IEF
ISHARES TR
10.31%
Shares190.7K
Event2026-03-31
Filed2026-05-11
MS
MORGAN STANLEY
0.55%
Shares108.9K
Event2026-03-31
Filed2026-05-11
ABBV
ABBVIE INC
-1.25%
Shares81.8K
Event2026-03-31
Filed2026-05-11
VANGUARD INDEX FDS
VANGUARD INDEX FDS
4.06%
Shares29.5K
Event2026-03-31
Filed2026-05-11
AEP
AMERICAN ELEC PWR CO INC
0.03%
Shares125.1K
Event2026-03-31
Filed2026-05-11
AMZN
AMAZON COM INC
6.98%
Shares78.5K
Event2026-03-31
Filed2026-05-11
PVAL
PUTNAM ETF TRUST
8.39%
Shares336.1K
Event2026-03-31
Filed2026-05-11
CRM
SALESFORCE INC
29.27%
Shares80.7K
Event2026-03-31
Filed2026-05-11
CTAS
CINTAS CORP
3231.95%
Shares82.5K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
INVESCO QQQ TR
-4.98%
Shares23.0K
Event2026-03-31
Filed2026-05-11
UPS
UNITED PARCEL SVCS INC
-37.31%
Shares124.7K
Event2026-03-31
Filed2026-05-11
IWD
ISHARES TR
-5.28%
Shares56.0K
Event2026-03-31
Filed2026-05-11
UNH
UNITEDHEALTH GROUP INC
-6.04%
Shares43.6K
Event2026-03-31
Filed2026-05-11
PFE
PFIZER INC
28.11%
Shares387.1K
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-1.18%
Shares31.1K
Event2026-03-31
Filed2026-05-11
UNP
UNION PAC CORP
6.08%
Shares44.0K
Event2026-03-31
Filed2026-05-11
AMGN
AMGEN INC
-1.67%
Shares29.9K
Event2026-03-31
Filed2026-05-11
WMT
WALMART INC
-2.86%
Shares80.1K
Event2026-03-31
Filed2026-05-11
GPC
GENUINE PARTS CO
-3.35%
Shares91.4K
Event2026-03-31
Filed2026-05-11
VGT
VANGUARD WORLD FD
-0.50%
Shares13.6K
Event2026-03-31
Filed2026-05-11
ABT
ABBOTT LABORATORIES
-1.10%
Shares87.1K
Event2026-03-31
Filed2026-05-11
IWR
ISHARES TR
-2.54%
Shares87.0K
Event2026-03-31
Filed2026-05-11
VB
VANGUARD INDEX FDS
-9.34%
Shares31.9K
Event2026-03-31
Filed2026-05-11
ITW
ILLINOIS TOOL WKS INC
-16.02%
Shares30.6K
Event2026-03-31
Filed2026-05-11
MTUM
ISHARES TR
13.46%
Shares29.0K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-1.30%
Shares35.7K
Event2026-03-31
Filed2026-05-11
VEA
VANGUARD TAX-MANAGED FDS
2.10%
Shares102.6K
Event2026-03-31
Filed2026-05-11
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-10.89%
Shares55.3K
Event2026-03-31
Filed2026-05-11
IWM
ISHARES TR
5.60%
Shares24.8K
Event2026-03-31
Filed2026-05-11
VWO
VANGUARD INTL EQUITY INDEX F
4.36%
Shares109.0K
Event2026-03-31
Filed2026-05-11
EMR
EMERSON ELEC CO
-1.56%
Shares43.7K
Event2026-03-31
Filed2026-05-11
VTES
VANGUARD WELLINGTON FD
124.76%
Shares55.2K
Event2026-03-31
Filed2026-05-11
CTVA
CORTEVA INC
0.13%
Shares65.8K
Event2026-03-31
Filed2026-05-11
BDX
BECTON DICKINSON & CO
-5.80%
Shares33.1K
Event2026-03-31
Filed2026-05-11
EPD
ENTERPRISE PRODS PARTNERS L
82.74%
Shares135.9K
Event2026-03-31
Filed2026-05-11
FLOT
ISHARES TR
-16.72%
Shares100.9K
Event2026-03-31
Filed2026-05-11
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-14.55%
Shares107.5K
Event2026-03-31
Filed2026-05-11
ICSH
ISHARES TR
-22.27%
Shares97.3K
Event2026-03-31
Filed2026-05-11
MDY
STATE STR SPDR S&P MIDCAP 40
-0.71%
Shares7.8K
Event2026-03-31
Filed2026-05-11
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-73.20%
Shares59.2K
Event2026-03-31
Filed2026-05-11
NVS
NOVARTIS AG
0.00%
Shares28.4K
Event2026-03-31
Filed2026-05-11
USMV
ISHARES TR
-12.93%
Shares46.7K
Event2026-03-31
Filed2026-05-11
DGRW
WISDOMTREE TR
14.34%
Shares49.1K
Event2026-03-31
Filed2026-05-11
IBM
INTERNATIONAL BUSINESS MACHS
0.45%
Shares17.6K
Event2026-03-31
Filed2026-05-11
BSV
VANGUARD BD INDEX FDS
-1.22%
Shares53.3K
Event2026-03-31
Filed2026-05-11
VSS
VANGUARD INTL EQUITY INDEX F
0.07%
Shares28.5K
Event2026-03-31
Filed2026-05-11
CL
COLGATE PALMOLIVE CO
-2.95%
Shares47.6K
Event2026-03-31
Filed2026-05-11
WFC
WELLS FARGO & CO
4.83%
Shares50.9K
Event2026-03-31
Filed2026-05-11
MMM
3M CO
-2.28%
Shares27.9K
Event2026-03-31
Filed2026-05-11
AXP
AMERICAN EXPRESS CO
-4.35%
Shares13.4K
Event2026-03-31
Filed2026-05-11
MO
ALTRIA GROUP INC
0.40%
Shares59.3K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
GE AEROSPACE
0.74%
Shares13.6K
Event2026-03-31
Filed2026-05-11
IVW
ISHARES TR
-2.71%
Shares33.1K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD TR
431.06%
Shares8.5K
Event2026-03-31
Filed2026-05-11
DIS
DISNEY WALT CO
-32.15%
Shares37.9K
Event2026-03-31
Filed2026-05-11
NSC
NORFOLK SOUTHN CORP
-1.55%
Shares12.7K
Event2026-03-31
Filed2026-05-11
SHW
SHERWIN WILLIAMS CO
-0.04%
Shares11.0K
Event2026-03-31
Filed2026-05-11
ET
ENERGY TRANSFER L P
85.40%
Shares181.0K
Event2026-03-31
Filed2026-05-11
GVI
ISHARES TR
-15.61%
Shares32.6K
Event2026-03-31
Filed2026-05-11
IWB
ISHARES TR
0.00%
Shares9.5K
Event2026-03-31
Filed2026-05-11
GEV
GE VERNOVA INC
4.12%
Shares3.8K
Event2026-03-31
Filed2026-05-11
PWR
QUANTA SVCS INC
-3.49%
Shares6.1K
Event2026-03-31
Filed2026-05-11
ESGV
VANGUARD WORLD FD
1.16%
Shares29.3K
Event2026-03-31
Filed2026-05-11
CAT
CATERPILLAR INC
-2.48%
Shares4.6K
Event2026-03-31
Filed2026-05-11
PNC
PNC FINL SVCS GROUP INC
13.88%
Shares15.6K
Event2026-03-31
Filed2026-05-11
JEPI
J P MORGAN EXCHANGE TRADED F
-6.75%
Shares54.9K
Event2026-03-31
Filed2026-05-11
VYM
VANGUARD WHITEHALL FDS
-14.72%
Shares20.9K
Event2026-03-31
Filed2026-05-11
IYW
ISHARES TR
0.00%
Shares16.8K
Event2026-03-31
Filed2026-05-11
CB
CHUBB LTD SWITZ
0.78%
Shares9.2K
Event2026-03-31
Filed2026-05-11
GS
GOLDMAN SACHS GROUP INC
0.46%
Shares3.5K
Event2026-03-31
Filed2026-05-11
XLV
SELECT SECTOR SPDR TR
-5.31%
Shares20.2K
Event2026-03-31
Filed2026-05-11
ACWX
ISHARES TR
0.00%
Shares42.6K
Event2026-03-31
Filed2026-05-11
IXUS
ISHARES TR
1.12%
Shares32.5K
Event2026-03-31
Filed2026-05-11
VO
VANGUARD INDEX FDS
-6.01%
Shares9.8K
Event2026-03-31
Filed2026-05-11
VSGX
VANGUARD WORLD FD
-5.82%
Shares39.1K
Event2026-03-31
Filed2026-05-11
ESML
ISHARES TR
-0.73%
Shares59.5K
Event2026-03-31
Filed2026-05-11
DVY
ISHARES TR
-4.71%
Shares18.2K
Event2026-03-31
Filed2026-05-11
GSK PLC
GSK PLC
-2.02%
Shares49.8K
Event2026-03-31
Filed2026-05-11
COP
CONOCOPHILLIPS
0.96%
Shares19.9K
Event2026-03-31
Filed2026-05-11
DOW
DOW HLDGS INC
-2.34%
Shares60.8K
Event2026-03-31
Filed2026-05-11
BMY
BRISTOL-MYERS SQUIBB CO
-8.05%
Shares40.9K
Event2026-03-31
Filed2026-05-11
ESGD
ISHARES TR
-0.13%
Shares25.9K
Event2026-03-31
Filed2026-05-11
DHR
DANAHER CORP DEL
-7.25%
Shares12.8K
Event2026-03-31
Filed2026-05-11
PSX
PHILLIPS 66
-5.79%
Shares13.3K
Event2026-03-31
Filed2026-05-11
DE
DEERE & CO
-2.89%
Shares4.1K
Event2026-03-31
Filed2026-05-11
UNILEVER PLC
UNILEVER PLC
-3.71%
Shares40.8K
Event2026-03-31
Filed2026-05-11
VUG
VANGUARD INDEX FDS
100.75%
Shares5.3K
Event2026-03-31
Filed2026-05-11
USB
US BANCORP
-0.25%
Shares41.9K
Event2026-03-31
Filed2026-05-11
MPLX
MPLX LP
New
Shares37.3K
Event2026-03-31
Filed2026-05-11
LAM RESEARCH CORP
LAM RESEARCH CORP
40.95%
Shares9.8K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
CITIGROUP INC
34.67%
Shares17.8K
Event2026-03-31
Filed2026-05-11
T
AT&T INC
33.97%
Shares68.3K
Event2026-03-31
Filed2026-05-11
CVS
CVS HEALTH CORP
-42.92%
Shares27.5K
Event2026-03-31
Filed2026-05-11
OUSM
ALPS ETF TR
0.00%
Shares44.3K
Event2026-03-31
Filed2026-05-11
USXF
ISHARES TR
0.04%
Shares34.5K
Event2026-03-31
Filed2026-05-11
BND
VANGUARD BD INDEX FDS
-42.35%
Shares25.4K
Event2026-03-31
Filed2026-05-11
IWO
ISHARES TR
-1.04%
Shares5.9K
Event2026-03-31
Filed2026-05-11
NFLX
NETFLIX INC.
17.24%
Shares19.2K
Event2026-03-31
Filed2026-05-11
VCR
VANGUARD WORLD FD
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-11
SDY
SPDR SERIES TRUST
-1.71%
Shares12.5K
Event2026-03-31
Filed2026-05-11
ACWI
ISHARES TR
0.00%
Shares13.1K
Event2026-03-31
Filed2026-05-11
ZTS
ZOETIS INC
-19.00%
Shares15.2K
Event2026-03-31
Filed2026-05-11
BAC
BANK AMERICA CORP
53.66%
Shares36.8K
Event2026-03-31
Filed2026-05-11
VLUE
ISHARES TR
-4.24%
Shares12.5K
Event2026-03-31
Filed2026-05-11
KLAC
KLA CORP
3.96%
Shares1.2K
Event2026-03-31
Filed2026-05-11
XLC
SELECT SECTOR SPDR TR
0.00%
Shares15.6K
Event2026-03-31
Filed2026-05-11
ESGE
ISHARES INC
-7.18%
Shares37.3K
Event2026-03-31
Filed2026-05-11
JEPQ
J P MORGAN EXCHANGE TRADED F
0.00%
Shares30.2K
Event2026-03-31
Filed2026-05-11
SHY
ISHARES TR
-15.80%
Shares20.0K
Event2026-03-31
Filed2026-05-11
EFA
ISHARES TR
18.64%
Shares16.4K
Event2026-03-31
Filed2026-05-11
COF
CAPITAL ONE FINL CORP
2.35%
Shares8.7K
Event2026-03-31
Filed2026-05-11
EUSB
ISHARES TR
0.00%
Shares35.9K
Event2026-03-31
Filed2026-05-11
FITB
FIFTH THIRD BANCORP
6.21%
Shares33.5K
Event2026-03-31
Filed2026-05-11
NKE
NIKE INC
-2.60%
Shares29.0K
Event2026-03-31
Filed2026-05-11
FAST
FASTENAL CO
0.00%
Shares32.7K
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
15.39%
Shares11.6K
Event2026-03-31
Filed2026-05-11
TRV
TRAVELERS COMPANIES INC
-0.67%
Shares5.2K
Event2026-03-31
Filed2026-05-11
IGV
ISHARES TR
285.13%
Shares18.8K
Event2026-03-31
Filed2026-05-11
MDLZ
MONDELEZ INTL INC
0.09%
Shares25.4K
Event2026-03-31
Filed2026-05-11
SCHD
SCHWAB STRATEGIC TR
1.71%
Shares46.2K
Event2026-03-31
Filed2026-05-11
HSY
HERSHEY CO
-2.37%
Shares6.6K
Event2026-03-31
Filed2026-05-11
TDG
TRANSDIGM GROUP INC
5.08%
Shares1.2K
Event2026-03-31
Filed2026-05-11
VTV
VANGUARD INDEX FDS
-24.34%
Shares7.0K
Event2026-03-31
Filed2026-05-11
TGT
TARGET CORP
-16.48%
Shares11.1K
Event2026-03-31
Filed2026-05-11
KMB
KIMBERLY-CLARK CORP
-32.47%
Shares13.8K
Event2026-03-31
Filed2026-05-11
TFLO
ISHARES TR
-4.94%
Shares25.1K
Event2026-03-31
Filed2026-05-11
SLYG
SPDR SERIES TRUST
-9.17%
Shares13.0K
Event2026-03-31
Filed2026-05-11
NOC
NORTHROP GRUMMAN CORP
4.78%
Shares1.8K
Event2026-03-31
Filed2026-05-11
WAT
WATERS CORP
New
Shares4.2K
Event2026-03-31
Filed2026-05-11
SCHV
SCHWAB STRATEGIC TR
-0.51%
Shares40.9K
Event2026-03-31
Filed2026-05-11
XLE
SELECT SECTOR SPDR TR
2.67%
Shares20.0K
Event2026-03-31
Filed2026-05-11
SO
SOUTHERN CO
13.30%
Shares12.5K
Event2026-03-31
Filed2026-05-11
CEG
CONSTELLATION ENERGY CORP
17.87%
Shares4.3K
Event2026-03-31
Filed2026-05-11
VST
VISTRA CORP
New
Shares7.9K
Event2026-03-31
Filed2026-05-11
MBB
ISHARES TR
-31.86%
Shares11.9K
Event2026-03-31
Filed2026-05-11
MUB
ISHARES TR
85.99%
Shares10.5K
Event2026-03-31
Filed2026-05-11
PSA
PUBLIC STORAGE OPER CO
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-11
PGR
PROGRESSIVE CORP
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-11
SUSA
ISHARES TR
-2.39%
Shares8.2K
Event2026-03-31
Filed2026-05-11
MTB
M & T BK CORP
25.32%
Shares5.1K
Event2026-03-31
Filed2026-05-11
DGRO
ISHARES TR
-2.08%
Shares14.8K
Event2026-03-31
Filed2026-05-11
AMAT
APPLIED MATLS INC
-0.43%
Shares3.0K
Event2026-03-31
Filed2026-05-11
TSLA
TESLA INC
-6.08%
Shares2.8K
Event2026-03-31
Filed2026-05-11
EAGL
2023 ETF SERIES TRUST
0.00%
Shares34.1K
Event2026-03-31
Filed2026-05-11
DOV
DOVER CORP
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-11
CINF
CINCINNATI FINL CORP
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-11
LNG
CHENIERE ENERGY INC
New
Shares3.5K
Event2026-03-31
Filed2026-05-11
MAR
MARRIOTT INTL INC NEW
-11.07%
Shares2.9K
Event2026-03-31
Filed2026-05-11
CMI
CUMMINS INC
3.85%
Shares1.8K
Event2026-03-31
Filed2026-05-11
EEM
ISHARES TR
23.92%
Shares16.8K
Event2026-03-31
Filed2026-05-11
D
DOMINION ENERGY INC
0.00%
Shares15.4K
Event2026-03-31
Filed2026-05-11
SHEL
SHELL PLC
-9.68%
Shares10.2K
Event2026-03-31
Filed2026-05-11
EMXC
ISHARES INC
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-11
PFF
ISHARES TR
-1.81%
Shares30.7K
Event2026-03-31
Filed2026-05-11
INTC
INTEL CORP
33.59%
Shares20.7K
Event2026-03-31
Filed2026-05-11
IYH
ISHARES TR
0.00%
Shares14.4K
Event2026-03-31
Filed2026-05-11
PPL
PPL CORP
62.52%
Shares22.5K
Event2026-03-31
Filed2026-05-11
IYF
ISHARES TR
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-11
PEG
PUBLIC SVC ENTERPRISE GROUP
2.04%
Shares10.1K
Event2026-03-31
Filed2026-05-11
IBB
ISHARES TR
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-11
IYC
ISHARES TR
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-11
SAP
SAP SE
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-11
LYB
LYONDELLBASELL INDUSTRIES NV
-16.74%
Shares9.9K
Event2026-03-31
Filed2026-05-11
BGIG
ETF SER SOLUTIONS
New
Shares24.1K
Event2026-03-31
Filed2026-05-11
RSMC
TIDAL TRUST III
0.00%
Shares32.2K
Event2026-03-31
Filed2026-05-11
WTRG
ESSENTIAL UTILS INC
-11.67%
Shares19.5K
Event2026-03-31
Filed2026-05-11
NOW
SERVICENOW INC
-3.41%
Shares7.5K
Event2026-03-31
Filed2026-05-11
MKC
MCCORMICK & CO INC
-31.90%
Shares15.4K
Event2026-03-31
Filed2026-05-11
MGV
VANGUARD WORLD FD
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-11
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares3.9K
Event2026-03-31
Filed2026-05-11
GWW
WW GRAINGER INC
0.73%
Shares691
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC
BLACKSTONE INC
-19.27%
Shares6.6K
Event2026-03-31
Filed2026-05-11
SYY
SYSCO CORP
-6.07%
Shares10.5K
Event2026-03-31
Filed2026-05-11
TSM
TAIWAN SEMICONDUCTOR MANUFAC
10.26%
Shares2.2K
Event2026-03-31
Filed2026-05-11
MU
MICRON TECHNOLOGY INC
29.96%
Shares2.2K
Event2026-03-31
Filed2026-05-11
SCHF
SCHWAB STRATEGIC TR
62.33%
Shares29.9K
Event2026-03-31
Filed2026-05-11
GLW
CORNING INC
59.66%
Shares5.2K
Event2026-03-31
Filed2026-05-11
DLN
WISDOMTREE TR
0.00%
Shares7.8K
Event2026-03-31
Filed2026-05-11
ENB
ENBRIDGE INC
8.32%
Shares12.8K
Event2026-03-31
Filed2026-05-11
PPG
PPG INDS INC
7.88%
Shares6.5K
Event2026-03-31
Filed2026-05-11
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
27.17%
Shares5.8K
Event2026-03-31
Filed2026-05-11
AFL
AFLAC INC
-7.52%
Shares6.2K
Event2026-03-31
Filed2026-05-11
GL
GLOBE LIFE INC
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-11
ADI
ANALOG DEVICES INC
10.46%
Shares2.1K
Event2026-03-31
Filed2026-05-11
GIGB
GOLDMAN SACHS ETF TR
-7.61%
Shares14.5K
Event2026-03-31
Filed2026-05-11
PH
PARKER-HANNIFIN CORP
3.48%
Shares713
Event2026-03-31
Filed2026-05-11
LHX
L3HARRIS TECHNOLOGIES INC
-1.19%
Shares1.8K
Event2026-03-31
Filed2026-05-11
THE CIGNA GROUP
THE CIGNA GROUP
-1.06%
Shares2.3K
Event2026-03-31
Filed2026-05-11
CMCSA
COMCAST CORP NEW
-55.10%
Shares21.5K
Event2026-03-31
Filed2026-05-11
NEM
NEWMONT CORP
16.63%
Shares5.6K
Event2026-03-31
Filed2026-05-11
RPM
RPM INTL INC
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-11
ADBE
ADOBE INC
-21.09%
Shares2.4K
Event2026-03-31
Filed2026-05-11
IYJ
ISHARES TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-11
CC
CHEMOURS CO
0.00%
Shares26.7K
Event2026-03-31
Filed2026-05-11
IWN
ISHARES TR
-7.14%
Shares3.1K
Event2026-03-31
Filed2026-05-11
SUB
ISHARES TR
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-11
IDV
ISHARES TR
0.00%
Shares13.7K
Event2026-03-31
Filed2026-05-11
SBUX
STARBUCKS CORP
-66.13%
Shares6.5K
Event2026-03-31
Filed2026-05-11
CNI
CANADIAN NATL RY CO
-1.73%
Shares5.7K
Event2026-03-31
Filed2026-05-11
SCHM
SCHWAB STRATEGIC TR
-3.47%
Shares18.8K
Event2026-03-31
Filed2026-05-11
HEI.A
HEICO CORP NEW
-18.18%
Shares2.7K
Event2026-03-31
Filed2026-05-11
BKNG
BOOKING HOLDINGS INC
-13.29%
Shares137
Event2026-03-31
Filed2026-05-11
IVE
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-11
AME
AMETEK INC
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-11
IMCB
ISHARES TR
0.00%
Shares6.6K
Event2026-03-31
Filed2026-05-11
GILD
GILEAD SCIENCES INC
New
Shares3.9K
Event2026-03-31
Filed2026-05-11
SLV
ISHARES SILVER TR
8.57%
Shares8.0K
Event2026-03-31
Filed2026-05-11
MCO
MOODYS CORP
-2.51%
Shares1.2K
Event2026-03-31
Filed2026-05-11
AJG
GALLAGHER ARTHUR J & CO
-14.63%
Shares2.5K
Event2026-03-31
Filed2026-05-11
IWV
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
SPYG
SPDR SERIES TRUST
8.82%
Shares5.2K
Event2026-03-31
Filed2026-05-11
SCHA
SCHWAB STRATEGIC TR
-7.82%
Shares17.3K
Event2026-03-31
Filed2026-05-11
EXC
EXELON CORP
0.00%
Shares10.2K
Event2026-03-31
Filed2026-05-11
IJK
ISHARES TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-11
MCHP
MICROCHIP TECHNOLOGY INC.
1.13%
Shares7.7K
Event2026-03-31
Filed2026-05-11
BWZ
SPDR SERIES TRUST
98.27%
Shares18.4K
Event2026-03-31
Filed2026-05-11
HLT
HILTON WORLDWIDE HLDGS INC
16.69%
Shares1.6K
Event2026-03-31
Filed2026-05-11
UHS
UNIVERSAL HLTH SVCS INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-11
SEIC
SEI INVTS CO
-4.58%
Shares6.3K
Event2026-03-31
Filed2026-05-11
VFH
VANGUARD WORLD FD
0.37%
Shares4.0K
Event2026-03-31
Filed2026-05-11
URI
UNITED RENTALS INC
0.00%
Shares655
Event2026-03-31
Filed2026-05-11
IWP
ISHARES TR
-3.48%
Shares3.7K
Event2026-03-31
Filed2026-05-11
EMXF
ISHARES TR
0.00%
Shares9.9K
Event2026-03-31
Filed2026-05-11
MGC
VANGUARD WORLD FD
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-11
LQD
ISHARES TR
-0.21%
Shares4.3K
Event2026-03-31
Filed2026-05-11
OKE
ONEOK INC NEW
-8.28%
Shares5.2K
Event2026-03-31
Filed2026-05-11
HR
HEALTHCARE RLTY TR
New
Shares27.6K
Event2026-03-31
Filed2026-05-11
DTE
DTE ENERGY CO
New
Shares3.1K
Event2026-03-31
Filed2026-05-11
APH
AMPHENOL CORP
43.71%
Shares3.6K
Event2026-03-31
Filed2026-05-11
WSFS
WSFS FINL CORP
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-11
DMXF
ISHARES TR
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-11
BK
BANK NEW YORK MELLON CORP
21.76%
Shares3.8K
Event2026-03-31
Filed2026-05-11
SCHW
SCHWAB CHARLES CORP
105.76%
Shares4.8K
Event2026-03-31
Filed2026-05-11
VOOG
VANGUARD ADMIRAL FDS INC
0.09%
Shares1.1K
Event2026-03-31
Filed2026-05-11
ICE
INTERCONTINENTAL EXCHANGE IN
59.16%
Shares2.8K
Event2026-03-31
Filed2026-05-11
FDX
FEDEX CORP
37.78%
Shares1.3K
Event2026-03-31
Filed2026-05-11
VLO
VALERO ENERGY CORP
16.53%
Shares1.8K
Event2026-03-31
Filed2026-05-11
GEM
GOLDMAN SACHS ETF TR
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-11
ORLY
OREILLY AUTOMOTIVE INC
12.11%
Shares4.7K
Event2026-03-31
Filed2026-05-11
HUBBELL INC
HUBBELL INC
-0.57%
Shares871
Event2026-03-31
Filed2026-05-11
XLI
SELECT SECTOR SPDR TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-11
ITOT
ISHARES TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-11
AWK
AMERICAN WTR WKS CO INC NEW
-43.54%
Shares3.1K
Event2026-03-31
Filed2026-05-11
TSCO
TRACTOR SUPPLY CO
0.00%
Shares9.1K
Event2026-03-31
Filed2026-05-11
VHT
VANGUARD WORLD FD
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-11
TT
TRANE TECHNOLOGIES PLC
15.88%
Shares978
Event2026-03-31
Filed2026-05-11
AGG
ISHARES TR
-36.79%
Shares4.1K
Event2026-03-31
Filed2026-05-11
VOT
VANGUARD INDEX FDS
16.58%
Shares1.6K
Event2026-03-31
Filed2026-05-11
HYG
ISHARES TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-11
KR
KROGER CO
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-11
FI
FISERV INC
-5.14%
Shares7.0K
Event2026-03-31
Filed2026-05-11
BN
BROOKFIELD CORP
17.26%
Shares9.6K
Event2026-03-31
Filed2026-05-11
KKR & CO INC
KKR & CO INC
8.91%
Shares4.2K
Event2026-03-31
Filed2026-05-11
AMD
ADVANCED MICRO DEVICES INC
-11.66%
Shares1.9K
Event2026-03-31
Filed2026-05-11
CNP
CENTERPOINT ENERGY INC
New
Shares8.9K
Event2026-03-31
Filed2026-05-11
MGK
VANGUARD WORLD FD
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-11
STZ
CONSTELLATION BRANDS INC
-0.40%
Shares2.5K
Event2026-03-31
Filed2026-05-11
CCK
CROWN HLDGS INC
New
Shares3.7K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TR
ISHARES GOLD TR
15.59%
Shares4.2K
Event2026-03-31
Filed2026-05-11
CRH PLC
CRH PLC
New
Shares3.5K
Event2026-03-31
Filed2026-05-11
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
New
Shares3.2K
Event2026-03-31
Filed2026-05-11
BA
BOEING CO
18.30%
Shares1.8K
Event2026-03-31
Filed2026-05-11
CARR
CARRIER GLOBAL CORPORATION
-7.86%
Shares6.2K
Event2026-03-31
Filed2026-05-11
LSCC
LATTICE SEMICONDUCTOR CORP
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-11
IJJ
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-11
XLU
SELECT SECTOR SPDR TR
0.00%
Shares7.5K
Event2026-03-31
Filed2026-05-11
AVY
AVERY DENNISON CORP
New
Shares1.9K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-17.34%
Shares6.9K
Event2026-03-31
Filed2026-05-11
ELV
ELEVANCE HEALTH INC FORMERLY
-0.27%
Shares1.1K
Event2026-03-31
Filed2026-05-11
XLY
SELECT SECTOR SPDR TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-11
CLX
CLOROX CO DEL
-0.26%
Shares3.1K
Event2026-03-31
Filed2026-05-11
FTNT
FORTINET INC
-3.75%
Shares3.9K
Event2026-03-31
Filed2026-05-11
ISRG
INTUITIVE SURGICAL INC
1.79%
Shares683
Event2026-03-31
Filed2026-05-11
ECL
ECOLAB INC
-22.79%
Shares1.2K
Event2026-03-31
Filed2026-05-11
NTRS
NORTHERN TR CORP
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-11
EOG
EOG RES INC
-10.95%
Shares2.1K
Event2026-03-31
Filed2026-05-11
IHF
ISHARES TR
0.00%
Shares7.4K
Event2026-03-31
Filed2026-05-11
TFC
TRUIST FINL CORP
-32.61%
Shares6.7K
Event2026-03-31
Filed2026-05-11
CHD
CHURCH & DWIGHT CO INC
-4.71%
Shares3.3K
Event2026-03-31
Filed2026-05-11
MFC
MANULIFE FINL CORP
0.00%
Shares8.7K
Event2026-03-31
Filed2026-05-11
MPC
MARATHON PETE CORP
New
Shares1.2K
Event2026-03-31
Filed2026-05-11
SPHD
INVESCO EXCH TRADED FD TR II
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-11
VRTX
VERTEX PHARMACEUTICALS INC
-10.41%
Shares663
Event2026-03-31
Filed2026-05-11
AB
ALLIANCEBERNSTEIN HLDG L P
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-11
ED
CONSOLIDATED EDISON INC
-21.86%
Shares2.6K
Event2026-03-31
Filed2026-05-11
ADSK
AUTODESK INC
-0.49%
Shares1.2K
Event2026-03-31
Filed2026-05-11
JPST
J P MORGAN EXCHANGE TRADED F
-34.29%
Shares5.8K
Event2026-03-31
Filed2026-05-11
SOLV
SOLVENTUM CORP
-1.69%
Shares4.4K
Event2026-03-31
Filed2026-05-11
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares7.2K
Event2026-03-31
Filed2026-05-11
CENCORA INC
CENCORA INC
New
Shares895
Event2026-03-31
Filed2026-05-11
CBRE
CBRE GROUP INC
-7.58%
Shares2.1K
Event2026-03-31
Filed2026-05-11
CSX
CSX CORP
11.29%
Shares6.8K
Event2026-03-31
Filed2026-05-11
VEU
VANGUARD INTL EQUITY INDEX F
New
Shares3.7K
Event2026-03-31
Filed2026-05-11
ZION
ZIONS BANCORPORATION NATL AS
New
Shares4.8K
Event2026-03-31
Filed2026-05-11
IETC
ISHARES U S ETF TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-11
VXF
VANGUARD INDEX FDS
17.42%
Shares1.3K
Event2026-03-31
Filed2026-05-11
CPRT
COPART INC
-21.94%
Shares8.2K
Event2026-03-31
Filed2026-05-11
SCHX
SCHWAB STRATEGIC TR
New
Shares10.4K
Event2026-03-31
Filed2026-05-11
GRMN
GARMIN LTD
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-11
CDNS
CADENCE DESIGN SYSTEM INC
-1.47%
Shares938
Event2026-03-31
Filed2026-05-11
GIS
GENERAL MILLS INC
-5.82%
Shares6.9K
Event2026-03-31
Filed2026-05-11
UGI
UGI CORP NEW
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-11
CWEN
CLEARWAY ENERGY INC
New
Shares6.4K
Event2026-03-31
Filed2026-05-11
MMC
MARSH & MCLENNAN COS INC
21.43%
Shares1.5K
Event2026-03-31
Filed2026-05-11
PLD
PROLOGIS INC.
10.91%
Shares1.9K
Event2026-03-31
Filed2026-05-11
PAYX
PAYCHEX INC
-24.16%
Shares2.7K
Event2026-03-31
Filed2026-05-11
EQR
EQUITY RESIDENTIAL
-0.24%
Shares4.2K
Event2026-03-31
Filed2026-05-11
VNQ
VANGUARD INDEX FDS
2.28%
Shares2.8K
Event2026-03-31
Filed2026-05-11
HLN
HALEON PLC
0.00%
Shares24.5K
Event2026-03-31
Filed2026-05-11
CVY
INVESCO EXCHANGE TRADED FD T
New
Shares9.0K
Event2026-03-31
Filed2026-05-11
EFV
ISHARES TR
New
Shares3.3K
Event2026-03-31
Filed2026-05-11
ESGU
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-11
MEDP
MEDPACE HLDGS INC
New
Shares493
Event2026-03-31
Filed2026-05-11
REGN
REGENERON PHARMACEUTICALS
-1.62%
Shares304
Event2026-03-31
Filed2026-05-11
DRI
DARDEN RESTAURANTS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-11
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares468
Event2026-03-31
Filed2026-05-11
LAD
LITHIA MTRS INC
0.00%
Shares892
Event2026-03-31
Filed2026-05-11
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-11
KVUE
KENVUE INC
New
Shares12.6K
Event2026-03-31
Filed2026-05-11
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares464
Event2026-03-31
Filed2026-05-11
ROP
ROPER TECHNOLOGIES INC
-37.16%
Shares607
Event2026-03-31
Filed2026-05-11
PFM
INVESCO EXCHANGE TRADED FD T
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-11
EFG
ISHARES TR
-28.38%
Shares1.9K
Event2026-03-31
Filed2026-05-11
VMC
VULCAN MATLS CO
New
Shares779
Event2026-03-31
Filed2026-05-11
KEY
KEYCORP
0.00%
Shares10.6K
Event2026-03-31
Filed2026-05-11
YUM
YUM BRANDS INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
IDCC
INTERDIGITAL INC
0.00%
Shares700
Event2026-03-31
Filed2026-05-11
IWY
ISHARES TR
0.00%
Shares842
Event2026-03-31
Filed2026-05-11
ALL
ALLSTATE CORP
-19.90%
Shares986
Event2026-03-31
Filed2026-05-11
DFUV
DIMENSIONAL ETF TRUST
New
Shares4.2K
Event2026-03-31
Filed2026-05-11
NVG
NUVEEN AMT FREE MUN CR INC F
0.00%
Shares16.1K
Event2026-03-31
Filed2026-05-11
NQP
NUVEEN PA INVT QUALITY MUN F
0.00%
Shares14.8K
Event2026-03-31
Filed2026-05-11
ROST
ROSS STORES INC
2.83%
Shares691
Event2026-03-31
Filed2026-05-11
PGX
INVESCO EXCH TRADED FD TR II
New
Shares10.4K
Event2026-03-31
Filed2026-05-11
FSCO
FS CREDIT OPPORTUNITIES CORP
New
Shares16.9K
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available