Sponsored

The Analysis of HAZLETT, BURT & WATSON, INC.'s Holdings & P&L

Currently, HAZLETT, BURT & WATSON, INC. holds 912 types of securities in its portfolio with a total value $319.7K. In the most recent quarter, they have increased their positions in IVE (+5.8K shares, valued at $1.2K), IVW (+9.4K shares, valued at $1.1K), VCIT (+10.4K shares, valued at $862.0687082606341); decreased their positions in SCHD (-14.3K shares, valued at $441.06253065861154), N/A (-2.2K shares, valued at $251.54423076923078), DGRO (-2.4K shares, valued at $166.1321083116957); initiated new positions in N/A (+1.1K shares, valued at $212), SPXX (+6.4K shares, valued at $102), DRI (+383 shares, valued at $75).

1M P&L

+10.2M+3.52%

3M P&L

-8.1M-2.61%

HY P&L

+11.0M+3.80%

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/A94.2K

35.0%

2Consumer Electronics17.5K

6.5%

3Semiconductors16.1K

6.0%

Top Industries by Stock Count

1N/A382 stocks

44.9%

2Software - Application26 stocks

3.1%

3Utilities - Regulated Electric15 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC64.3K shares-0.27%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR24.9K shares1.44%2026-03-312026-05-14

NVDA NVIDIA CORPORATION57.8K shares0.06%2026-03-312026-05-14

AMZN AMAZON COM INC41.1K shares2.46%2026-03-312026-05-14

MSFT MICROSOFT CORP20.6K shares5.90%2026-03-312026-05-14

XOM EXXON MOBIL CORP38.2K shares-0.96%2026-03-312026-05-14

JNJ JOHNSON &JOHNSON18.3K shares-3.04%2026-03-312026-05-14

ALPHABET INC ALPHABET INC15.4K shares-0.62%2026-03-312026-05-14

Sponsored

LMT LOCKHEED MARTIN CORP6.5K shares0.17%2026-03-312026-05-14

BROADCOM INC BROADCOM INC11.9K shares1.33%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC17.5K shares0.36%2026-03-312026-05-14

MA MASTERCARD INCORPORATED6.8K shares-2.00%2026-03-312026-05-14

IVE ISHARES TR16.1K shares56.08%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.9K shares0.15%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS15.1K shares6.88%2026-03-312026-05-14

JPM JPMORGAN CHASE &CO10.6K shares1.04%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC10.8K shares-1.84%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T18.7K shares5.14%2026-03-312026-05-14

IVW ISHARES TR26.8K shares54.26%2026-03-312026-05-14

KBWB INVESCO EXCH TRADED FD TR II37.8K shares5.97%2026-03-312026-05-14

DVY ISHARES TR19.6K shares0.62%2026-03-312026-05-14

PAVE GLOBAL X FDS57.1K shares3.62%2026-03-312026-05-14

SDHY PGIM SHORT DUR HIG YLD OPP F171.9K shares2.63%2026-03-312026-05-14

CAT CATERPILLAR INC3.8K shares2.09%2026-03-312026-05-14

Sponsored

DGRO ISHARES TR35.0K shares-6.32%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR77.5K shares-15.63%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION2.4K shares3.36%2026-03-312026-05-14

VGT VANGUARD WORLD FD3.4K shares0.00%2026-03-312026-05-14

RTX RTX CORPORATION12.2K shares0.17%2026-03-312026-05-14

ABBV ABBVIE INC10.7K shares0.06%2026-03-312026-05-14

HSY HERSHEY CO11.1K shares-2.64%2026-03-312026-05-14

LLY ELI LILLY &CO2.4K shares2.23%2026-03-312026-05-14

Sponsored

MU MICRON TECHNOLOGY INC6.6K shares0.15%2026-03-312026-05-14

TLH ISHARES TR22.0K shares4.52%2026-03-312026-05-14

PG PROCTER &GAMBLE CO15.3K shares-4.64%2026-03-312026-05-14

ASML ASML HLDG NV1.7K shares0.30%2026-03-312026-05-14

MGV VANGUARD WORLD FD14.6K shares0.06%2026-03-312026-05-14

IJJ ISHARES TR15.8K shares23.29%2026-03-312026-05-14

UNP UNION PAC CORP8.2K shares-1.20%2026-03-312026-05-14

ORCL ORACLE CORP12.9K shares-0.86%2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC5.7K shares1.02%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC12.9K shares0.81%2026-03-312026-05-14

META META PLATFORMS INC3.3K shares6.93%2026-03-312026-05-14

V VISA INC6.2K shares2.12%2026-03-312026-05-14

DGRW WISDOMTREE TR20.1K shares4.33%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.6K shares0.13%2026-03-312026-05-14

IGM ISHARES TR13.1K shares0.00%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC1.8K shares0.97%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORPORATION7.1K shares-1.11%2026-03-312026-05-14

FLQM FRANKLIN TEMPLETON ETF TR26.7K shares1.25%2026-03-312026-05-14

IHI ISHARES TR27.1K shares1.79%2026-03-312026-05-14

EMR EMERSON ELEC CO11.0K shares0.89%2026-03-312026-05-14

COWZ PACER FDS TR22.8K shares2.68%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS16.6K shares167.09%2026-03-312026-05-14

GLD SPDR GOLD TR3.2K shares0.19%2026-03-312026-05-14

BUFF INNOVATOR ETFS TRUST27.3K shares-0.14%2026-03-312026-05-14

Sponsored

KO COCA COLA CO17.7K shares-0.56%2026-03-312026-05-14

ALL ALLSTATE CORP6.5K shares0.00%2026-03-312026-05-14

IJS ISHARES TR11.1K shares13.27%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO5.1K shares0.21%2026-03-312026-05-14

NFLX NETFLIX INC.13.3K shares-4.36%2026-03-312026-05-14

IJK ISHARES TR12.6K shares22.35%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T1.9K shares0.00%2026-03-312026-05-14

DHR DANAHER CORP DEL6.6K shares-0.38%2026-03-312026-05-14

Sponsored

AMAT APPLIED MATLS INC3.6K shares0.42%2026-03-312026-05-14

AMGN AMGEN INC3.5K shares0.15%2026-03-312026-05-14

WMT WALMART INC9.7K shares4.27%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC9.6K shares1.21%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP6.3K shares3.99%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T15.4K shares6.80%2026-03-312026-05-14

JCPB J P MORGAN EXCHANGE TRADED F24.1K shares88.84%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC11.3K shares7.50%2026-03-312026-05-14

Sponsored

GE AEROSPACE GE AEROSPACE4.0K shares4.09%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS17.4K shares198.03%2026-03-312026-05-14

MOAT VANECK ETF TRUST11.5K shares-0.75%2026-03-312026-05-14

PKW INVESCO EXCHANGE TRADED FD T8.4K shares3.69%2026-03-312026-05-14

PEP PEPSICO INC7.1K shares0.74%2026-03-312026-05-14

BUFR FIRST TR EXCHNG TRADED FD VI32.4K shares3.27%2026-03-312026-05-14

UBSI UNITED BANKSHARES INC WEST V25.8K shares0.00%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC2.1K shares4.48%2026-03-312026-05-14

Sponsored

IWD ISHARES TR4.7K shares0.02%2026-03-312026-05-14

JPLD J P MORGAN EXCHANGE TRADED F18.4K shares171.22%2026-03-312026-05-14

JGRO J P MORGAN EXCHANGE TRADED F11.0K shares26.47%2026-03-312026-05-14

DOV DOVER CORP4.4K shares-0.62%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.3K shares5.00%2026-03-312026-05-14

MO ALTRIA GROUP INC13.5K shares-0.18%2026-03-312026-05-14

FULT FULTON FINL CORP PA43.4K shares3.49%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR28.9K shares-2.05%2026-03-312026-05-14

Sponsored

SDY SPDR SERIES TRUST6.1K shares-1.67%2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS8.0K shares0.02%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC2.4K shares291.33%2026-03-312026-05-14

QCOM QUALCOMM INC6.6K shares0.06%2026-03-312026-05-14

IWF ISHARES TR2.0K shares-1.88%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR29.0K shares-5.65%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS17.4K shares173.20%2026-03-312026-05-14

GEV GE VERNOVA INC960 shares2.13%2026-03-312026-05-14

Sponsored

CMI CUMMINS INC1.5K shares0.00%2026-03-312026-05-14

VSDB VANGUARD MALVERN FDS10.5K shares200.57%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR6.0K shares0.00%2026-03-312026-05-14

CSCO CISCO SYS INC10.2K shares-8.51%2026-03-312026-05-14

CGDV CAPITAL GROUP DIVIDEND VALUE18.6K shares15.79%2026-03-312026-05-14

TFI SPDR SERIES TRUST16.7K shares0.00%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL22.6K shares0.36%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO8.8K shares-0.16%2026-03-312026-05-14

Sponsored

TCAF T ROWE PRICE ETF INC20.4K shares13.52%2026-03-312026-05-14

HON HONEYWELL INTL INC3.2K shares0.54%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F13.2K shares61.98%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO2.3K shares0.04%2026-03-312026-05-14

EFV ISHARES TR9.4K shares-0.12%2026-03-312026-05-14

EFG ISHARES TR6.2K shares7.44%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR7.8K shares3.16%2026-03-312026-05-14

TSLA TESLA INC1.8K shares15.76%2026-03-312026-05-14

Sponsored

PSX PHILLIPS 663.7K shares16.32%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares21.72%2026-03-312026-05-14

MERCK &CO INC MERCK &CO INC5.4K shares0.46%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC670 shares-3.74%2026-03-312026-05-14

HUBBELL INC HUBBELL INC1.3K shares0.00%2026-03-312026-05-14

MLM MARTIN MARIETTA MATLS INC1.1K shares0.00%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC12.8K shares-6.72%2026-03-312026-05-14

IVV ISHARES TR970 shares16.17%2026-03-312026-05-14

Sponsored

KLAC KLA CORP423 shares1.93%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC3.8K shares8.24%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST10.2K shares14.93%2026-03-312026-05-14

TFC TRUIST FINL CORP12.9K shares0.00%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR3.6K shares0.00%2026-03-312026-05-14

EOG EOG RES INC4.0K shares0.00%2026-03-312026-05-14

COP CONOCOPHILLIPS4.4K shares28.00%2026-03-312026-05-14

CALF PACER FDS TR12.8K shares-0.13%2026-03-312026-05-14

Sponsored

DIS DISNEY WALT CO6.0K shares-9.47%2026-03-312026-05-14

MS MORGAN STANLEY3.5K shares7.74%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC2.8K shares-0.53%2026-03-312026-05-14

LH LABCORP HOLDINGS INC2.2K shares0.00%2026-03-312026-05-14

LOW LOWES COS INC2.4K shares4.09%2026-03-312026-05-14

BAC BANK AMERICA CORP11.6K shares0.00%2026-03-312026-05-14

BUG GLOBAL X FDS22.5K shares1.21%2026-03-312026-05-14

MPC MARATHON PETE CORP2.3K shares-4.15%2026-03-312026-05-14

Sponsored

PM PHILIP MORRIS INTL INC3.3K shares0.03%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP5.8K shares5.29%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares4.96%2026-03-312026-05-14

GLW CORNING INC3.9K shares-0.97%2026-03-312026-05-14

RDVY FIRST TR EXCHANGE TRADED FD7.3K shares10.37%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP1.8K shares7.79%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR4.4K shares22.35%2026-03-312026-05-14

IJT ISHARES TR3.4K shares36.38%2026-03-312026-05-14

Sponsored

VUG VANGUARD INDEX FDS1.1K shares2.52%2026-03-312026-05-14

IEFA ISHARES TR5.3K shares0.00%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR10.3K shares0.03%2026-03-312026-05-14

ALAB ASTERA LABS INC4.2K shares0.00%2026-03-312026-05-14

IQLT ISHARES TR10.1K shares-6.93%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP2.2K shares-2.22%2026-03-312026-05-14

DE DEERE &CO815 shares-0.12%2026-03-312026-05-14

DLN WISDOMTREE TR5.1K shares0.16%2026-03-312026-05-14

Sponsored

VST VISTRA CORP3.0K shares-1.70%2026-03-312026-05-14

BWXT BWX TECHNOLOGIES INC2.2K shares-1.34%2026-03-312026-05-14

MGK VANGUARD WORLD FD1.2K shares-0.65%2026-03-312026-05-14

PPL PPL CORP11.6K shares0.03%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR5.5K shares36.96%2026-03-312026-05-14

CRM SALESFORCE INC2.4K shares-18.73%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP647 shares0.15%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR3.0K shares0.10%2026-03-312026-05-14

Sponsored

WMB WILLIAMS COS INC6.0K shares0.00%2026-03-312026-05-14

SLV ISHARES SILVER TR6.4K shares-5.95%2026-03-312026-05-14

CSX CSX CORP10.5K shares0.01%2026-03-312026-05-14

CGUS CAPITAL GROUP CORE EQUITY ET11.1K shares32.89%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC2.5K shares0.39%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.00%2026-03-312026-05-14

GILD GILEAD SCIENCES INC2.9K shares-7.82%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP1.4K shares0.00%2026-03-312026-05-14

Sponsored

TMUS T-MOBILE US INC1.9K shares-0.63%2026-03-312026-05-14

IJH ISHARES TR5.8K shares-2.40%2026-03-312026-05-14

NEE NEXTERA ENERGY INC4.1K shares13.06%2026-03-312026-05-14

SOXX ISHARES TR1.1K shares0.00%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST9.6K shares74.81%2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC1.3K shares-0.75%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC796 shares5.99%2026-03-312026-05-14

DXYZ DESTINY TECH100 INC13.7K shares24.23%2026-03-312026-05-14

Sponsored

NVO NOVO-NORDISK A S9.8K shares-8.29%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC4.9K shares1.32%2026-03-312026-05-14

VB VANGUARD INDEX FDS1.3K shares3.64%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN1.7K shares0.00%2026-03-312026-05-14

CZA INVESCO EXCHANGE TRADED FD T3.2K shares-8.01%2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF8.5K shares87.22%2026-03-312026-05-14

URI UNITED RENTALS INC466 shares-4.90%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR6.9K shares0.03%2026-03-312026-05-14

Sponsored

CARR CARRIER GLOBAL CORPORATION6.0K shares0.00%2026-03-312026-05-14

VV VANGUARD INDEX FDS1.1K shares12.12%2026-03-312026-05-14

NVS NOVARTIS AG2.2K shares-2.22%2026-03-312026-05-14

TJX TJX COS INC NEW2.1K shares1.07%2026-03-312026-05-14

EQT CORP EQT CORP5.2K shares5.82%2026-03-312026-05-14

MISL FIRST TR EXCHANGE-TRADED FD7.4K shares0.00%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC834 shares-0.60%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP363 shares0.00%2026-03-312026-05-14

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F6.7K shares42.08%2026-03-312026-05-14

VCRB VANGUARD MALVERN FDS4.2K shares41.19%2026-03-312026-05-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.4K shares-19.94%2026-03-312026-05-14

WM WASTE MGMT INC DEL1.4K shares2.48%2026-03-312026-05-14

PWR QUANTA SVCS INC581 shares-2.02%2026-03-312026-05-14

AVLV AMERICAN CENTY ETF TR4.0K shares45.26%2026-03-312026-05-14

PEG PUBLIC SVC ENTERPRISE GROUP3.9K shares0.00%2026-03-312026-05-14

FEZ SPDR INDEX SHS FDS5.1K shares0.00%2026-03-312026-05-14

Sponsored

EME EMCOR GROUP INC424 shares0.00%2026-03-312026-05-14

IXJ ISHARES TR3.3K shares0.00%2026-03-312026-05-14

AZO AUTOZONE INC89 shares1.14%2026-03-312026-05-14

WFC WELLS FARGO &CO3.8K shares0.03%2026-03-312026-05-14

CB CHUBB LTD SWITZ898 shares0.00%2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC5.1K shares3.75%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC2.2K shares4.11%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO4.8K shares0.00%2026-03-312026-05-14

Sponsored

PFE PFIZER INC10.2K shares0.04%2026-03-312026-05-14

VIS VANGUARD WORLD FD918 shares0.00%2026-03-312026-05-14

TDIV FIRST TR EXCHANGE TRADED FD3.0K shares-1.46%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.1K shares3.24%2026-03-312026-05-14

IBKR INTERACTIVE BROKERS GROUP IN4.0K shares0.00%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 40437 shares-5.82%2026-03-312026-05-14

VONE VANGUARD SCOTTSDALE FDS901 shares0.00%2026-03-312026-05-14

VBR VANGUARD INDEX FDS1.2K shares0.08%2026-03-312026-05-14

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD2.8K shares-4.13%2026-03-312026-05-14

IXUS ISHARES TR3.0K shares0.00%2026-03-312026-05-14

XMMO INVESCO EXCHANGE TRADED FD T1.8K shares9.51%2026-03-312026-05-14

VTV VANGUARD INDEX FDS1.3K shares5.74%2026-03-312026-05-14

MCK MCKESSON CORP289 shares1.05%2026-03-312026-05-14

PSTG EVERPURE INC4.2K shares0.00%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS1.7K shares4.16%2026-03-312026-05-14

CIBR FIRST TR EXCHANGE-TRADED FD3.8K shares1.06%2026-03-312026-05-14

Sponsored

T AT&T INC8.1K shares-0.67%2026-03-312026-05-14

IWP ISHARES TR1.8K shares0.00%2026-03-312026-05-14

GM GENERAL MTRS CO3.1K shares2505.83%2026-03-312026-05-14

OTIS OTIS WORLDWIDE CORP3.0K shares-0.40%2026-03-312026-05-14

WSBC WESBANCO INC6.6K shares0.00%2026-03-312026-05-14

IWS ISHARES TR1.6K shares0.00%2026-03-312026-05-14

NJR NEW JERSEY RES CORP4.1K shares0.00%2026-03-312026-05-14

RDVI FIRST TR EXCHANGE-TRADED FD8.9K shares0.00%2026-03-312026-05-14

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TLT ISHARES TR2.6K shares0.00%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS3.9K shares77.21%2026-03-312026-05-14

VCR VANGUARD WORLD FD629 shares0.00%2026-03-312026-05-14

HEFA ISHARES TR5.3K shares29.98%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares0.09%2026-03-312026-05-14

DGICA DONEGAL GROUP INC12.9K shares0.00%2026-03-312026-05-14

PPG PPG INDS INC2.0K shares0.00%2026-03-312026-05-14

BUD ANHEUSER BUSCH INBEV SA NV3.1K shares-15.79%2026-03-312026-05-14

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ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-03-312026-05-14

MCD MCDONALDS CORP675 shares8.00%2026-03-312026-05-14

GRID FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2026-03-312026-05-14

IEMG ISHARES INC3.0K shares4.05%2026-03-312026-05-14

VBK VANGUARD INDEX FDS684 shares0.00%2026-03-312026-05-14

VMC VULCAN MATLS CO760 shares-1.30%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.3K shares-16.66%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-05-14

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APD AIR PRODUCTS AND CHEMICALS I700 shares0.00%2026-03-312026-05-14

AWK AMERICAN WTR WKS CO INC NEW1.5K shares4.19%2026-03-312026-05-14

JBL JABIL INC756 shares0.00%2026-03-312026-05-14

XLG INVESCO EXCHANGE TRADED FD T3.6K shares0.00%2026-03-312026-05-14

TM TOYOTA MOTOR CORP961 shares-4.95%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F1.3K shares3742.86%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC560 shares6.87%2026-03-312026-05-14

VLTO VERALTO CORP2.2K shares0.00%2026-03-312026-05-14

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APP APPLOVIN CORP478 shares-0.83%2026-03-312026-05-14

PRU PRUDENTIAL FINL INC2.0K shares3.58%2026-03-312026-05-14

EEM ISHARES TR3.3K shares-1.30%2026-03-312026-05-14

MELI MERCADOLIBRE INC107 shares-14.40%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR4.6K shares0.00%2026-03-312026-05-14

QUAL ISHARES TR958 shares0.10%2026-03-312026-05-14

IWR ISHARES TR1.9K shares3.57%2026-03-312026-05-14

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SNA SNAP ON INC500 shares0.00%2026-03-312026-05-14

SPSM SPDR SERIES TRUST3.7K shares-2.80%2026-03-312026-05-14

ALSN ALLISON TRANSMISSION HLDGS I1.6K shares-7.46%2026-03-312026-05-14

FI FISERV INC3.2K shares-13.67%2026-03-312026-05-14

FTV FORTIVE CORP3.3K shares0.00%2026-03-312026-05-14

TROW PRICE T ROWE GROUP INC2.0K shares-4.75%2026-03-312026-05-14

EXE EXPAND ENERGY CORPORATION1.6K shares0.00%2026-03-312026-05-14

FTEC FIDELITY COVINGTON TRUST837 shares0.00%2026-03-312026-05-14

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KNG FIRST TR EXCHANGE-TRADED FD3.4K shares-5.55%2026-03-312026-05-14

ROAD CONSTRUCTION PARTNERS INC1.5K shares0.00%2026-03-312026-05-14

CGSD CAPITAL GRP FIXED INCM ETF T6.4K shares28.23%2026-03-312026-05-14

CRS CARPENTER TECHNOLOGY CORP412 shares-23.28%2026-03-312026-05-14

ENB ENBRIDGE INC3.0K shares0.71%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F2.9K shares1.06%2026-03-312026-05-14

NFG NATIONAL FUEL GAS CO1.7K shares0.00%2026-03-312026-05-14

ACWX ISHARES TR2.4K shares4.42%2026-03-312026-05-14

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TDG TRANSDIGM GROUP INC138 shares0.00%2026-03-312026-05-14

FYC FIRST TR EXCHANGE-TRADED ALP1.6K shares0.00%2026-03-312026-05-14

SSSS SURO CAPITAL CORP14.9K shares101.62%2026-03-312026-05-14

FPE FIRST TR EXCH TRADED FD III8.5K shares-6.60%2026-03-312026-05-14

PEJ INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2026-03-312026-05-14

PCAR PACCAR INC1.3K shares0.00%2026-03-312026-05-14

PYPL PAYPAL HLDGS INC3.2K shares0.03%2026-03-312026-05-14

VOE VANGUARD INDEX FDS796 shares0.00%2026-03-312026-05-14

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STZ CONSTELLATION BRANDS INC961 shares-5.60%2026-03-312026-05-14

SDVY FIRST TR EXCHANGE TRADED FD3.6K shares0.25%2026-03-312026-05-14

IEV ISHARES TR2.1K shares0.00%2026-03-312026-05-14

SLB SLB LIMITED2.8K shares1.53%2026-03-312026-05-14

SJM SMUCKER J M CO1.5K shares0.00%2026-03-312026-05-14

XYL XYLEM INC1.2K shares0.67%2026-03-312026-05-14

FIX COMFORT SYS USA INC100 shares0.00%2026-03-312026-05-14

XPND FIRST TR EXCHNG TRADED FD VI4.2K shares-8.70%2026-03-312026-05-14

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PFEB INNOVATOR ETFS TRUST3.4K shares0.00%2026-03-312026-05-14

HWM HOWMET AEROSPACE INC595 shares0.00%2026-03-312026-05-14

SYK STRYKER CORPORATION419 shares2.70%2026-03-312026-05-14

VO VANGUARD INDEX FDS473 shares11.29%2026-03-312026-05-14

PAYX PAYCHEX INC1.5K shares0.00%2026-03-312026-05-14

PRIM PRIMORIS SVCS CORP950 shares0.00%2026-03-312026-05-14

PLD PROLOGIS INC.999 shares-2.44%2026-03-312026-05-14

CWB SPDR SERIES TRUST1.4K shares-1.85%2026-03-312026-05-14

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CVS CVS HEALTH CORP1.8K shares20.01%2026-03-312026-05-14

NXPI NXP SEMICONDUCTORS N V660 shares0.15%2026-03-312026-05-14

FANG DIAMONDBACK ENERGY INC641 shares-4.47%2026-03-312026-05-14

NOW SERVICENOW INC1.2K shares-43.62%2026-03-312026-05-14

UGI UGI CORP NEW3.5K shares9.42%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS1.7K shares467.67%2026-03-312026-05-14

APTIV PLC APTIV PLC1.8K shares1.78%2026-03-312026-05-14

XMLV INVESCO EXCH TRADED FD TR II2.0K shares0.86%2026-03-312026-05-14

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VAW VANGUARD WORLD FD541 shares-1.81%2026-03-312026-05-14

FDL FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2026-03-312026-05-14

RMD RESMED INC540 shares0.00%2026-03-312026-05-14

PHM PULTE GROUP INC1.0K shares0.00%2026-03-312026-05-14

UTHR UNITED THERAPEUTICS CORP DEL200 shares0.00%2026-03-312026-05-14

VXUS VANGUARD STAR FDS1.5K shares-13.51%2026-03-312026-05-14

BOTZ GLOBAL X FDS3.5K shares-0.62%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS1.5K shares564.44%2026-03-312026-05-14

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ADI ANALOG DEVICES INC371 shares0.27%2026-03-312026-05-14

GPC GENUINE PARTS CO1.1K shares0.00%2026-03-312026-05-14

SFLR INNOVATOR ETFS TRUST3.3K shares-7.91%2026-03-312026-05-14

JMEE J P MORGAN EXCHANGE TRADED F1.7K shares0.00%2026-03-312026-05-14

VHT VANGUARD WORLD FD425 shares-2.30%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II484 shares0.00%2026-03-312026-05-14

ILCG ISHARES TR1.2K shares0.00%2026-03-312026-05-14

D DOMINION ENERGY INC1.8K shares-1.56%2026-03-312026-05-14

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FDX FEDEX CORP310 shares0.00%2026-03-312026-05-14

MTUM ISHARES TR461 shares0.00%2026-03-312026-05-14

INTC INTEL CORP2.4K shares0.00%2026-03-312026-05-14

STANLEY BLACK &DECKER INC STANLEY BLACK &DECKER INC1.5K shares0.00%2026-03-312026-05-14

BOXX EA SERIES TRUST892 shares0.00%2026-03-312026-05-14

IBB ISHARES TR609 shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRS INC526 shares-2.23%2026-03-312026-05-14

TSCO TRACTOR SUPPLY CO2.2K shares1.82%2026-03-312026-05-14

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ATRO ASTRONICS CORP1.5K shares0.00%2026-03-312026-05-14

FE FIRSTENERGY CORP2.0K shares0.55%2026-03-312026-05-14

SPXX NUVEEN S&P 500 DYNAMIC OVERW6.4K sharesnew addition2026-03-312026-05-14

VBIL VANGUARD INSTL INDEX FD1.3K shares-41.26%2026-03-312026-05-14

AIQ GLOBAL X FDS2.2K shares0.00%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L2.6K shares4.19%2026-03-312026-05-14

KR KROGER CO1.4K shares2.54%2026-03-312026-05-14

AGG ISHARES TR981 shares11.48%2026-03-312026-05-14

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MAR MARRIOTT INTL INC NEW295 shares0.00%2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC274 shares0.00%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC235 shares9.30%2026-03-312026-05-14

CORPAY INC CORPAY INC325 shares0.00%2026-03-312026-05-14

MET METLIFE INC1.3K shares1.52%2026-03-312026-05-14

CW CURTISS WRIGHT CORP135 shares0.00%2026-03-312026-05-14

FDN FIRST TR EXCHANGE-TRADED FD396 shares0.00%2026-03-312026-05-14

MAGS LISTED FDS TR1.6K shares0.00%2026-03-312026-05-14

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IWM ISHARES TR371 shares0.00%2026-03-312026-05-14

GMAY FIRST TR EXCHNG TRADED FD VI2.2K shares-20.88%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR3.7K shares0.00%2026-03-312026-05-14

GRMN GARMIN LTD390 shares0.00%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN578 shares-21.36%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION INC249 shares0.00%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND444 shares-13.95%2026-03-312026-05-14

IYK ISHARES TR1.3K shares0.00%2026-03-312026-05-14

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UPS UNITED PARCEL SVCS INC892 shares-1.11%2026-03-312026-05-14

FXN FIRST TR EXCHANGE-TRADED FD3.9K shares0.00%2026-03-312026-05-14

USMV ISHARES TR933 shares-7.53%2026-03-312026-05-14

MTB M &T BK CORP417 shares0.00%2026-03-312026-05-14

ADBE ADOBE INC348 shares-25.48%2026-03-312026-05-14

CRDO CREDO TECHNOLOGY GROUP HOLDI913 shares-5.19%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC328 shares-13.23%2026-03-312026-05-14

SYY SYSCO CORP1.2K shares-15.00%2026-03-312026-05-14

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SO SOUTHERN CO868 shares2.84%2026-03-312026-05-14

SHOP SHOPIFY INC700 shares0.00%2026-03-312026-05-14

AMT AMERICAN TOWER CORP471 shares0.00%2026-03-312026-05-14

AGNC AGNC INVT CORP8.0K shares0.00%2026-03-312026-05-14

VTRS VIATRIS INC5.9K shares0.00%2026-03-312026-05-14

CENCORA INC CENCORA INC250 shares4.17%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR1.3K shares0.00%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS982 shares3.26%2026-03-312026-05-14

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ASTS AST SPACEMOBILE INC900 shares125.00%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC18 shares63.64%2026-03-312026-05-14

DRI DARDEN RESTAURANTS INC383 sharesnew addition2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC874 shares-3.10%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC175 shares0.00%2026-03-312026-05-14

NEM NEWMONT CORP695 shares0.00%2026-03-312026-05-14

XMHQ INVESCO EXCHANGE TRADED FD T721 shares38.12%2026-03-312026-05-14

PKG PACKAGING CORP AMER350 shares0.00%2026-03-312026-05-14

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SHEL SHELL PLC789 shares0.00%2026-03-312026-05-14

CROWN CASTLE INC CROWN CASTLE INC900 shares0.00%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-05-14

DES WISDOMTREE TR2.0K shares-20.31%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC1.2K shares-4.26%2026-03-312026-05-14

DLR DIGITAL RLTY TR INC395 shares0.25%2026-03-312026-05-14

SAP SAP SE415 shares0.00%2026-03-312026-05-14

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NFTY FIRST TR EXCH TRD ALPHDX FD1.4K shares0.00%2026-03-312026-05-14

PDP INVESCO EXCHANGE TRADED FD T585 shares0.00%2026-03-312026-05-14

MKC MCCORMICK &CO INC1.4K shares-27.05%2026-03-312026-05-14

OMC OMNICOM GROUP INC925 shares0.00%2026-03-312026-05-14

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TBLU TORTOISE CAPITAL SERIES TRUS1.4K shares1.24%2026-03-312026-05-14

AKAM AKAMAI TECHNOLOGIES INC600 shares0.00%2026-03-312026-05-14

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IJR ISHARES TR559 shares16.22%2026-03-312026-05-14

VTG VANGUARD MALVERN FDS915 shares0.00%2026-03-312026-05-14

HIG HARTFORD INSURANCE GROUP INC500 shares0.00%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC1.2K shares0.00%2026-03-312026-05-14

YUM YUM BRANDS INC439 shares0.00%2026-03-312026-05-14

CMCSA COMCAST CORP NEW2.3K shares-19.80%2026-03-312026-05-14

EIPI FIRST TR EXCHNG TRADED FD VI3.0K shares0.00%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP1.0K shares0.00%2026-03-312026-05-14

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XLP SELECT SECTOR SPDR TR809 shares0.00%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP1.0K shares0.00%2026-03-312026-05-14

EQIX EQUINIX INC65 shares1.56%2026-03-312026-05-14

FMB FIRST TR EXCH TRADED FD III1.3K shares0.00%2026-03-312026-05-14

TMP TOMPKINS FINL CORP797 shares0.00%2026-03-312026-05-14

GMAR FIRST TR EXCHNG TRADED FD VI1.5K shares-45.70%2026-03-312026-05-14

SBUX STARBUCKS CORP688 shares0.15%2026-03-312026-05-14

VOT VANGUARD INDEX FDS240 shares0.00%2026-03-312026-05-14

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BP BP PLC1.3K shares30.00%2026-03-312026-05-14

OHI OMEGA HEALTHCARE INVS INC1.4K shares0.00%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR547 shares0.00%2026-03-312026-05-14

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BLACKSTONE INC BLACKSTONE INC520 shares-81.00%2026-03-312026-05-14

IWN ISHARES TR313 shares0.00%2026-03-312026-05-14

NKE NIKE INC1.1K shares-5.06%2026-03-312026-05-14

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QNITY ELECTRONICS INC QNITY ELECTRONICS INC508 shares10.68%2026-03-312026-05-14

VONV VANGUARD SCOTTSDALE FDS626 shares0.48%2026-03-312026-05-14

STXD EA SERIES TRUST1.6K shares0.00%2026-03-312026-05-14

AIRR FIRST TR EXCHANGE TRADED FD510 shares0.00%2026-03-312026-05-14

FXH FIRST TR EXCHANGE-TRADED FD526 shares0.00%2026-03-312026-05-14

ZAP GLOBAL X FDS1.7K shares0.00%2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR1.5K shares26.23%2026-03-312026-05-14

FSMB FIRST TR EXCH TRADED FD III2.8K shares0.00%2026-03-312026-05-14

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SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC739 shares0.27%2026-03-312026-05-14

GNRC GENERAC HLDGS INC275 shares0.00%2026-03-312026-05-14

JMUB J P MORGAN EXCHANGE TRADED F1.1K shares0.93%2026-03-312026-05-14

VOX VANGUARD WORLD FD298 shares0.00%2026-03-312026-05-14

VFH VANGUARD WORLD FD446 shares0.00%2026-03-312026-05-14

CTVA CORTEVA INC625 shares36.46%2026-03-312026-05-14

GAUG FIRST TR EXCHNG TRADED FD VI1.4K shares0.00%2026-03-312026-05-14

IHF ISHARES TR1.3K shares0.00%2026-03-312026-05-14

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PFG PRINCIPAL FINANCIAL GROUP IN583 shares-10.03%2026-03-312026-05-14

APH AMPHENOL CORP401 shares21.15%2026-03-312026-05-14

IDEV ISHARES TR617 shares60.68%2026-03-312026-05-14

LINDE PLC LINDE PLC103 shares14.44%2026-03-312026-05-14

INGR INGREDION INC451 sharesnew addition2026-03-312026-05-14

IRM IRON MTN INC DEL500 shares0.00%2026-03-312026-05-14

IFRA ISHARES TR901 shares0.00%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC440 shares0.23%2026-03-312026-05-14

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DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.1K shares15.60%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW700 shares0.00%2026-03-312026-05-14

PAWZ PROSHARES TR968 shares-22.12%2026-03-312026-05-14

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EEMA ISHARES INC509 shares0.00%2026-03-312026-05-14

VPLS VANGUARD MALVERN FDS632 shares0.00%2026-03-312026-05-14

PGHY INVESCO EXCH TRADED FD TR II2.4K shares8.15%2026-03-312026-05-14

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USAI PACER FDS TR1.0K shares0.00%2026-03-312026-05-14

SEIC SEI INVTS CO600 shares0.00%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS1.0K shares0.00%2026-03-312026-05-14

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BDX BECTON DICKINSON &CO280 shares0.00%2026-03-312026-05-14

RAL RALLIANT CORP1.1K shares0.00%2026-03-312026-05-14

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LMBS FIRST TR EXCHANGE-TRADED FD900 shares0.00%2026-03-312026-05-14

FTRE FORTREA HLDGS INC4.7K shares0.00%2026-03-312026-05-14

FPAG INVESTMENT MANAGERS SER TR I1.2K shares-7.77%2026-03-312026-05-14

JMOM J P MORGAN EXCHANGE TRADED F650 shares0.00%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC158 shares-23.30%2026-03-312026-05-14

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QSR RESTAURANT BRANDS INTL INC588 shares22.50%2026-03-312026-05-14

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ABT ABBOTT LABORATORIES407 shares-2.40%2026-03-312026-05-14

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GIS GENERAL MILLS INC1.1K sharesnew addition2026-03-312026-05-14

USA LIBERTY ALL STAR EQUITY FD7.6K shares0.00%2026-03-312026-05-14

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KKR &CO INC KKR &CO INC450 shares0.00%2026-03-312026-05-14

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FBT FIRST TR EXCHANGE-TRADED FD201 shares0.00%2026-03-312026-05-14

XSMO INVESCO EXCHANGE TRADED FD T535 shares0.00%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F703 shares4.30%2026-03-312026-05-14

HSIC SCHEIN HENRY INC537 shares-27.14%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS662 shares99.40%2026-03-312026-05-14

Sponsored

VT VANGUARD INTL EQUITY INDEX F284 shares0.00%2026-03-312026-05-14

VNT VONTIER CORPORATION1.1K shares0.00%2026-03-312026-05-14

DVN DEVON ENERGY CORP NEW750 shares0.00%2026-03-312026-05-14

PDBC INVESCO ACTVELY MNGD ETC FD2.2K shares0.00%2026-03-312026-05-14

CMG CHIPOTLE MEXICAN GRILL INC1.1K shares-23.49%2026-03-312026-05-14

ROBT FIRST TR EXCHANGE TRADED FD800 shares0.00%2026-03-312026-05-14

MAIN MAIN STR CAP CORP700 shares0.00%2026-03-312026-05-14

SPGI S&P GLOBAL INC87 shares38.10%2026-03-312026-05-14

Sponsored

ZTS ZOETIS INC319 shares0.31%2026-03-312026-05-14

BA BOEING CO180 shares-4.76%2026-03-312026-05-14

FPX FIRST TR EXCHANGE-TRADED FD228 shares0.00%2026-03-312026-05-14

HBAN HUNTINGTON BANCSHARES INC2.3K shares0.13%2026-03-312026-05-14

AAPL

APPLE INC

-0.27%

Shares64.3K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

1.44%

Shares24.9K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

0.06%

Shares57.8K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

2.46%

Shares41.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

5.90%

Shares20.6K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-0.96%

Shares38.2K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON &JOHNSON

-3.04%

Shares18.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-0.62%

Shares15.4K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

0.17%

Shares6.5K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

1.33%

Shares11.9K

Event2026-03-31

Filed2026-05-14

PNC

PNC FINL SVCS GROUP INC

0.36%

Shares17.5K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-2.00%

Shares6.8K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

56.08%

Shares16.1K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

0.15%

Shares6.9K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

6.88%

Shares15.1K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE &CO

1.04%

Shares10.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-1.84%

Shares10.8K

Event2026-03-31

Filed2026-05-14

PPA

INVESCO EXCHANGE TRADED FD T

5.14%

Shares18.7K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

54.26%

Shares26.8K

Event2026-03-31

Filed2026-05-14

KBWB

INVESCO EXCH TRADED FD TR II

5.97%

Shares37.8K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

0.62%

Shares19.6K

Event2026-03-31

Filed2026-05-14

PAVE

GLOBAL X FDS

3.62%

Shares57.1K

Event2026-03-31

Filed2026-05-14

SDHY

PGIM SHORT DUR HIG YLD OPP F

2.63%

Shares171.9K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

2.09%

Shares3.8K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

-6.32%

Shares35.0K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

-15.63%

Shares77.5K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

3.36%

Shares2.4K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.17%

Shares12.2K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.06%

Shares10.7K

Event2026-03-31

Filed2026-05-14

HSY

HERSHEY CO

-2.64%

Shares11.1K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY &CO

2.23%

Shares2.4K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

0.15%

Shares6.6K

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

4.52%

Shares22.0K

Event2026-03-31

Filed2026-05-14

PROCTER &GAMBLE CO

-4.64%

Shares15.3K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

0.30%

Shares1.7K

Event2026-03-31

Filed2026-05-14

MGV

VANGUARD WORLD FD

0.06%

Shares14.6K

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

23.29%

Shares15.8K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

-1.20%

Shares8.2K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

-0.86%

Shares12.9K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

1.02%

Shares5.7K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

0.81%

Shares12.9K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

6.93%

Shares3.3K

Event2026-03-31

Filed2026-05-14

VISA INC

2.12%

Shares6.2K

Event2026-03-31

Filed2026-05-14

DGRW

WISDOMTREE TR

4.33%

Shares20.1K

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS CORP

0.13%

Shares4.6K

Event2026-03-31

Filed2026-05-14

IGM

ISHARES TR

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

0.97%

Shares1.8K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-1.11%

Shares7.1K

Event2026-03-31

Filed2026-05-14

FLQM

FRANKLIN TEMPLETON ETF TR

1.25%

Shares26.7K

Event2026-03-31

Filed2026-05-14

IHI

ISHARES TR

1.79%

Shares27.1K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

0.89%

Shares11.0K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

2.68%

Shares22.8K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

167.09%

Shares16.6K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

0.19%

Shares3.2K

Event2026-03-31

Filed2026-05-14

BUFF

INNOVATOR ETFS TRUST

-0.14%

Shares27.3K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-0.56%

Shares17.7K

Event2026-03-31

Filed2026-05-14

ALL

ALLSTATE CORP

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

13.27%

Shares11.1K

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO

0.21%

Shares5.1K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

-4.36%

Shares13.3K

Event2026-03-31

Filed2026-05-14

IJK

ISHARES TR

22.35%

Shares12.6K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

-0.38%

Shares6.6K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

0.42%

Shares3.6K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

0.15%

Shares3.5K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

4.27%

Shares9.7K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

1.21%

Shares9.6K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

3.99%

Shares6.3K

Event2026-03-31

Filed2026-05-14

SPHQ

INVESCO EXCHANGE TRADED FD T

6.80%

Shares15.4K

Event2026-03-31

Filed2026-05-14

JCPB

J P MORGAN EXCHANGE TRADED F

88.84%

Shares24.1K

Event2026-03-31

Filed2026-05-14

MARVELL TECHNOLOGY INC

7.50%

Shares11.3K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

4.09%

Shares4.0K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

198.03%

Shares17.4K

Event2026-03-31

Filed2026-05-14

MOAT

VANECK ETF TRUST

-0.75%

Shares11.5K

Event2026-03-31

Filed2026-05-14

PKW

INVESCO EXCHANGE TRADED FD T

3.69%

Shares8.4K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

0.74%

Shares7.1K

Event2026-03-31

Filed2026-05-14

BUFR

FIRST TR EXCHNG TRADED FD VI

3.27%

Shares32.4K

Event2026-03-31

Filed2026-05-14

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares25.8K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

4.48%

Shares2.1K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

0.02%

Shares4.7K

Event2026-03-31

Filed2026-05-14

JPLD

J P MORGAN EXCHANGE TRADED F

171.22%

Shares18.4K

Event2026-03-31

Filed2026-05-14

JGRO

J P MORGAN EXCHANGE TRADED F

26.47%

Shares11.0K

Event2026-03-31

Filed2026-05-14

DOV

DOVER CORP

-0.62%

Shares4.4K

Event2026-03-31

Filed2026-05-14

SEAGATE TECHNOLOGY HLDNGS PL

5.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-0.18%

Shares13.5K

Event2026-03-31

Filed2026-05-14

FULT

FULTON FINL CORP PA

3.49%

Shares43.4K

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

-2.05%

Shares28.9K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

-1.67%

Shares6.1K

Event2026-03-31

Filed2026-05-14

VONG

VANGUARD SCOTTSDALE FDS

0.02%

Shares8.0K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

291.33%

Shares2.4K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

0.06%

Shares6.6K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

-1.88%

Shares2.0K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-5.65%

Shares29.0K

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

173.20%

Shares17.4K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

2.13%

Shares960

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

VSDB

VANGUARD MALVERN FDS

200.57%

Shares10.5K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-8.51%

Shares10.2K

Event2026-03-31

Filed2026-05-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

15.79%

Shares18.6K

Event2026-03-31

Filed2026-05-14

TFI

SPDR SERIES TRUST

0.00%

Shares16.7K

Event2026-03-31

Filed2026-05-14

KMI

KINDER MORGAN INC DEL

0.36%

Shares22.6K

Event2026-03-31

Filed2026-05-14

COLGATE PALMOLIVE CO

-0.16%

Shares8.8K

Event2026-03-31

Filed2026-05-14

TCAF

T ROWE PRICE ETF INC

13.52%

Shares20.4K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

0.54%

Shares3.2K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

61.98%

Shares13.2K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

0.04%

Shares2.3K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-0.12%

Shares9.4K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

7.44%

Shares6.2K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

3.16%

Shares7.8K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

15.76%

Shares1.8K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

16.32%

Shares3.7K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

21.72%

Shares1.1K

Event2026-03-31

Filed2026-05-14

MERCK &CO INC

0.46%

Shares5.4K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

-3.74%

Shares670

Event2026-03-31

Filed2026-05-14

HUBBELL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-6.72%

Shares12.8K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

16.17%

Shares970

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

1.93%

Shares423

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

8.24%

Shares3.8K

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

14.93%

Shares10.2K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

EOG

EOG RES INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

28.00%

Shares4.4K

Event2026-03-31

Filed2026-05-14

CALF

PACER FDS TR

-0.13%

Shares12.8K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

-9.47%

Shares6.0K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

7.74%

Shares3.5K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

-0.53%

Shares2.8K

Event2026-03-31

Filed2026-05-14

LABCORP HOLDINGS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

4.09%

Shares2.4K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-14

BUG

GLOBAL X FDS

1.21%

Shares22.5K

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETE CORP

-4.15%

Shares2.3K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.03%

Shares3.3K

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

5.29%

Shares5.8K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.96%

Shares1.6K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

-0.97%

Shares3.9K

Event2026-03-31

Filed2026-05-14

RDVY

FIRST TR EXCHANGE TRADED FD

10.37%

Shares7.3K

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

7.79%

Shares1.8K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

22.35%

Shares4.4K

Event2026-03-31

Filed2026-05-14

IJT

ISHARES TR

36.38%

Shares3.4K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

2.52%

Shares1.1K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

0.03%

Shares10.3K

Event2026-03-31

Filed2026-05-14

ALAB

ASTERA LABS INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-14

IQLT

ISHARES TR

-6.93%

Shares10.1K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

-2.22%

Shares2.2K

Event2026-03-31

Filed2026-05-14

DEERE &CO

-0.12%

Shares815

Event2026-03-31

Filed2026-05-14

DLN

WISDOMTREE TR

0.16%

Shares5.1K

Event2026-03-31

Filed2026-05-14

VST

VISTRA CORP

-1.70%

Shares3.0K

Event2026-03-31

Filed2026-05-14

BWXT

BWX TECHNOLOGIES INC

-1.34%

Shares2.2K

Event2026-03-31

Filed2026-05-14

MGK

VANGUARD WORLD FD

-0.65%

Shares1.2K

Event2026-03-31

Filed2026-05-14

PPL

PPL CORP

0.03%

Shares11.6K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

36.96%

Shares5.5K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

-18.73%

Shares2.4K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

0.15%

Shares647

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

0.10%

Shares3.0K

Event2026-03-31

Filed2026-05-14

WMB

WILLIAMS COS INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

-5.95%

Shares6.4K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

0.01%

Shares10.5K

Event2026-03-31

Filed2026-05-14

CGUS

CAPITAL GROUP CORE EQUITY ET

32.89%

Shares11.1K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

0.39%

Shares2.5K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

-7.82%

Shares2.9K

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

-0.63%

Shares1.9K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-2.40%

Shares5.8K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

13.06%

Shares4.1K

Event2026-03-31

Filed2026-05-14

SOXX

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

74.81%

Shares9.6K

Event2026-03-31

Filed2026-05-14

CDNS

CADENCE DESIGN SYSTEM INC

-0.75%

Shares1.3K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

5.99%

Shares796

Event2026-03-31

Filed2026-05-14

DXYZ

DESTINY TECH100 INC

24.23%

Shares13.7K

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A S

-8.29%

Shares9.8K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

1.32%

Shares4.9K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

3.64%

Shares1.3K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

CZA

INVESCO EXCHANGE TRADED FD T

-8.01%

Shares3.2K

Event2026-03-31

Filed2026-05-14

CGGR

CAPITAL GROUP GROWTH ETF

87.22%

Shares8.5K

Event2026-03-31

Filed2026-05-14

URI

UNITED RENTALS INC

-4.90%

Shares466

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

0.03%

Shares6.9K

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

12.12%

Shares1.1K

Event2026-03-31

Filed2026-05-14

NVS

NOVARTIS AG

-2.22%

Shares2.2K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

1.07%

Shares2.1K

Event2026-03-31

Filed2026-05-14

EQT CORP

5.82%

Shares5.2K

Event2026-03-31

Filed2026-05-14

MISL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

-0.60%

Shares834

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

0.00%

Shares363

Event2026-03-31

Filed2026-05-14

JPIB

J P MORGAN EXCHANGE TRADED F

42.08%

Shares6.7K

Event2026-03-31

Filed2026-05-14

VCRB

VANGUARD MALVERN FDS

41.19%

Shares4.2K

Event2026-03-31

Filed2026-05-14

INVESCO EXCH TRADED FD TR II

-19.94%

Shares4.4K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

2.48%

Shares1.4K

Event2026-03-31

Filed2026-05-14

PWR

QUANTA SVCS INC

-2.02%

Shares581

Event2026-03-31

Filed2026-05-14

AVLV

AMERICAN CENTY ETF TR

45.26%

Shares4.0K

Event2026-03-31

Filed2026-05-14

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

FEZ

SPDR INDEX SHS FDS

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

EME

EMCOR GROUP INC

0.00%

Shares424

Event2026-03-31

Filed2026-05-14

IXJ

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

AZO

AUTOZONE INC

1.14%

Shares89

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO &CO

0.03%

Shares3.8K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

0.00%

Shares898

Event2026-03-31

Filed2026-05-14

UNILEVER PLC

3.75%

Shares5.1K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

4.11%

Shares2.2K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

0.04%

Shares10.2K

Event2026-03-31

Filed2026-05-14

VIS

VANGUARD WORLD FD

0.00%

Shares918

Event2026-03-31

Filed2026-05-14

TDIV

FIRST TR EXCHANGE TRADED FD

-1.46%

Shares3.0K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

3.24%

Shares2.1K

Event2026-03-31

Filed2026-05-14

IBKR

INTERACTIVE BROKERS GROUP IN

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

-5.82%

Shares437

Event2026-03-31

Filed2026-05-14

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares901

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

0.08%

Shares1.2K

Event2026-03-31

Filed2026-05-14

FTCS

FIRST TR EXCHANGE-TRADED FD

-4.13%

Shares2.8K

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

XMMO

INVESCO EXCHANGE TRADED FD T

9.51%

Shares1.8K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

5.74%

Shares1.3K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

1.05%

Shares289

Event2026-03-31

Filed2026-05-14

PSTG

EVERPURE INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

4.16%

Shares1.7K

Event2026-03-31

Filed2026-05-14

CIBR

FIRST TR EXCHANGE-TRADED FD

1.06%

Shares3.8K

Event2026-03-31

Filed2026-05-14

AT&T INC

-0.67%

Shares8.1K

Event2026-03-31

Filed2026-05-14

IWP

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

GENERAL MTRS CO

2505.83%

Shares3.1K

Event2026-03-31

Filed2026-05-14

OTIS

OTIS WORLDWIDE CORP

-0.40%

Shares3.0K

Event2026-03-31

Filed2026-05-14

WSBC

WESBANCO INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

NJR

NEW JERSEY RES CORP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

RDVI

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

VGSH

VANGUARD SCOTTSDALE FDS

77.21%

Shares3.9K

Event2026-03-31

Filed2026-05-14

VCR

VANGUARD WORLD FD

0.00%

Shares629

Event2026-03-31

Filed2026-05-14

HEFA

ISHARES TR

29.98%

Shares5.3K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

0.09%

Shares1.2K

Event2026-03-31

Filed2026-05-14

DGICA

DONEGAL GROUP INC

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-14

PPG

PPG INDS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

BUD

ANHEUSER BUSCH INBEV SA NV

-15.79%

Shares3.1K

Event2026-03-31

Filed2026-05-14

ASTRAZENECA PLC

New

Shares1.1K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

8.00%

Shares675

Event2026-03-31

Filed2026-05-14

GRID

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

4.05%

Shares3.0K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

0.00%

Shares684

Event2026-03-31

Filed2026-05-14

VMC

VULCAN MATLS CO

-1.30%

Shares760

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-16.66%

Shares4.3K

Event2026-03-31

Filed2026-05-14

XLY

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares700

Event2026-03-31

Filed2026-05-14

AWK

AMERICAN WTR WKS CO INC NEW

4.19%

Shares1.5K

Event2026-03-31

Filed2026-05-14

JBL

JABIL INC

0.00%

Shares756

Event2026-03-31

Filed2026-05-14

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

TOYOTA MOTOR CORP

-4.95%

Shares961

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

3742.86%

Shares1.3K

Event2026-03-31

Filed2026-05-14

LHX

L3HARRIS TECHNOLOGIES INC

6.87%

Shares560

Event2026-03-31

Filed2026-05-14

VLTO

VERALTO CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

APP

APPLOVIN CORP

-0.83%

Shares478

Event2026-03-31

Filed2026-05-14

PRU

PRUDENTIAL FINL INC

3.58%

Shares2.0K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

-1.30%

Shares3.3K

Event2026-03-31

Filed2026-05-14

MELI

MERCADOLIBRE INC

-14.40%

Shares107

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

0.10%

Shares958

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

3.57%

Shares1.9K

Event2026-03-31

Filed2026-05-14

SNA

SNAP ON INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-14

SPSM

SPDR SERIES TRUST

-2.80%

Shares3.7K

Event2026-03-31

Filed2026-05-14

ALSN

ALLISON TRANSMISSION HLDGS I

-7.46%

Shares1.6K

Event2026-03-31

Filed2026-05-14

FISERV INC

-13.67%

Shares3.2K

Event2026-03-31

Filed2026-05-14

FTV

FORTIVE CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

TROW

PRICE T ROWE GROUP INC

-4.75%

Shares2.0K

Event2026-03-31

Filed2026-05-14

EXE

EXPAND ENERGY CORPORATION

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares837

Event2026-03-31

Filed2026-05-14

KNG

FIRST TR EXCHANGE-TRADED FD

-5.55%

Shares3.4K

Event2026-03-31

Filed2026-05-14

ROAD

CONSTRUCTION PARTNERS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

CGSD

CAPITAL GRP FIXED INCM ETF T

28.23%

Shares6.4K

Event2026-03-31

Filed2026-05-14

CRS

CARPENTER TECHNOLOGY CORP

-23.28%

Shares412

Event2026-03-31

Filed2026-05-14

ENB

ENBRIDGE INC

0.71%

Shares3.0K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

1.06%

Shares2.9K

Event2026-03-31

Filed2026-05-14

NFG

NATIONAL FUEL GAS CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

4.42%

Shares2.4K

Event2026-03-31

Filed2026-05-14

TDG

TRANSDIGM GROUP INC

0.00%

Shares138

Event2026-03-31

Filed2026-05-14

FYC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

SSSS

SURO CAPITAL CORP

101.62%

Shares14.9K

Event2026-03-31

Filed2026-05-14

FPE

FIRST TR EXCH TRADED FD III

-6.60%

Shares8.5K

Event2026-03-31

Filed2026-05-14

PEJ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

PCAR

PACCAR INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

PYPL

PAYPAL HLDGS INC

0.03%

Shares3.2K

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

0.00%

Shares796

Event2026-03-31

Filed2026-05-14

STZ

CONSTELLATION BRANDS INC

-5.60%

Shares961

Event2026-03-31

Filed2026-05-14

SDVY

FIRST TR EXCHANGE TRADED FD

0.25%

Shares3.6K

Event2026-03-31

Filed2026-05-14

IEV

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

SLB

SLB LIMITED

1.53%

Shares2.8K

Event2026-03-31

Filed2026-05-14

SJM

SMUCKER J M CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

XYL

XYLEM INC

0.67%

Shares1.2K

Event2026-03-31

Filed2026-05-14

FIX

COMFORT SYS USA INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

XPND

FIRST TR EXCHNG TRADED FD VI

-8.70%

Shares4.2K

Event2026-03-31

Filed2026-05-14

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-14

HWM

HOWMET AEROSPACE INC

0.00%

Shares595

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

2.70%

Shares419

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

11.29%

Shares473

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

PRIM

PRIMORIS SVCS CORP

0.00%

Shares950

Event2026-03-31

Filed2026-05-14

PLD

PROLOGIS INC.

-2.44%

Shares999

Event2026-03-31

Filed2026-05-14

CWB

SPDR SERIES TRUST

-1.85%

Shares1.4K

Event2026-03-31

Filed2026-05-14

CVS

CVS HEALTH CORP

20.01%

Shares1.8K

Event2026-03-31

Filed2026-05-14

NXPI

NXP SEMICONDUCTORS N V

0.15%

Shares660

Event2026-03-31

Filed2026-05-14

FANG

DIAMONDBACK ENERGY INC

-4.47%

Shares641

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

-43.62%

Shares1.2K

Event2026-03-31

Filed2026-05-14

UGI

UGI CORP NEW

9.42%

Shares3.5K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

467.67%

Shares1.7K

Event2026-03-31

Filed2026-05-14

APTIV PLC

1.78%

Shares1.8K

Event2026-03-31

Filed2026-05-14

XMLV

INVESCO EXCH TRADED FD TR II

0.86%

Shares2.0K

Event2026-03-31

Filed2026-05-14

VAW

VANGUARD WORLD FD

-1.81%

Shares541

Event2026-03-31

Filed2026-05-14

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

RMD

RESMED INC

0.00%

Shares540

Event2026-03-31

Filed2026-05-14

PHM

PULTE GROUP INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares200

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

-13.51%

Shares1.5K

Event2026-03-31

Filed2026-05-14

BOTZ

GLOBAL X FDS

-0.62%

Shares3.5K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

564.44%

Shares1.5K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

0.27%

Shares371

Event2026-03-31

Filed2026-05-14

GPC

GENUINE PARTS CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

SFLR

INNOVATOR ETFS TRUST

-7.91%

Shares3.3K

Event2026-03-31

Filed2026-05-14

JMEE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

VHT

VANGUARD WORLD FD

-2.30%

Shares425

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares484

Event2026-03-31

Filed2026-05-14

ILCG

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

DOMINION ENERGY INC

-1.56%

Shares1.8K

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP

0.00%

Shares310

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

0.00%

Shares461

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

STANLEY BLACK &DECKER INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

BOXX

EA SERIES TRUST

0.00%

Shares892

Event2026-03-31

Filed2026-05-14

IBB

ISHARES TR

0.00%

Shares609

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

-2.23%

Shares526

Event2026-03-31

Filed2026-05-14

TSCO

TRACTOR SUPPLY CO

1.82%

Shares2.2K

Event2026-03-31

Filed2026-05-14

ATRO

ASTRONICS CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

FIRSTENERGY CORP

0.55%

Shares2.0K

Event2026-03-31

Filed2026-05-14

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares6.4K

Event2026-03-31

Filed2026-05-14

VBIL

VANGUARD INSTL INDEX FD

-41.26%

Shares1.3K

Event2026-03-31

Filed2026-05-14

AIQ

GLOBAL X FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

4.19%

Shares2.6K

Event2026-03-31

Filed2026-05-14

KROGER CO

2.54%

Shares1.4K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

11.48%

Shares981

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

0.00%

Shares295

Event2026-03-31

Filed2026-05-14

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares274

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC

9.30%

Shares235

Event2026-03-31

Filed2026-05-14

CORPAY INC

0.00%

Shares325

Event2026-03-31

Filed2026-05-14

MET

METLIFE INC

1.52%

Shares1.3K

Event2026-03-31

Filed2026-05-14

CURTISS WRIGHT CORP

0.00%

Shares135

Event2026-03-31

Filed2026-05-14

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares396

Event2026-03-31

Filed2026-05-14

MAGS

LISTED FDS TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.00%

Shares371

Event2026-03-31

Filed2026-05-14

GMAY

FIRST TR EXCHNG TRADED FD VI

-20.88%

Shares2.2K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

GRMN

GARMIN LTD

0.00%

Shares390

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

-21.36%

Shares578

Event2026-03-31

Filed2026-05-14

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares249

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND

-13.95%

Shares444

Event2026-03-31

Filed2026-05-14

IYK

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

-1.11%

Shares892

Event2026-03-31

Filed2026-05-14

FXN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

-7.53%

Shares933

Event2026-03-31

Filed2026-05-14

MTB

M &T BK CORP

0.00%

Shares417

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

-25.48%

Shares348

Event2026-03-31

Filed2026-05-14

CRDO

CREDO TECHNOLOGY GROUP HOLDI

-5.19%

Shares913

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

-13.23%

Shares328

Event2026-03-31

Filed2026-05-14

SYY

SYSCO CORP

-15.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

2.84%

Shares868

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-14

AMT

AMERICAN TOWER CORP

0.00%

Shares471

Event2026-03-31

Filed2026-05-14

AGNC

AGNC INVT CORP

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

VTRS

VIATRIS INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-14

CENCORA INC

4.17%

Shares250

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

3.26%

Shares982

Event2026-03-31

Filed2026-05-14

ASTS

AST SPACEMOBILE INC

125.00%

Shares900

Event2026-03-31

Filed2026-05-14

BKNG

BOOKING HOLDINGS INC

63.64%

Shares18

Event2026-03-31

Filed2026-05-14

DRI

DARDEN RESTAURANTS INC

New

Shares383

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

-3.10%

Shares874

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares175

Event2026-03-31

Filed2026-05-14

NEM

NEWMONT CORP

0.00%

Shares695

Event2026-03-31

Filed2026-05-14

XMHQ

INVESCO EXCHANGE TRADED FD T

38.12%

Shares721

Event2026-03-31

Filed2026-05-14

PKG

PACKAGING CORP AMER

0.00%

Shares350

Event2026-03-31

Filed2026-05-14

SHEL

SHELL PLC

0.00%

Shares789

Event2026-03-31

Filed2026-05-14

CROWN CASTLE INC

0.00%

Shares900

Event2026-03-31

Filed2026-05-14

XLB

SELECT SECTOR SPDR TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

DES

WISDOMTREE TR

-20.31%

Shares2.0K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC

-4.26%

Shares1.2K

Event2026-03-31

Filed2026-05-14

DLR

DIGITAL RLTY TR INC

0.25%

Shares395

Event2026-03-31

Filed2026-05-14

SAP

SAP SE

0.00%

Shares415

Event2026-03-31

Filed2026-05-14

TER

TERADYNE INC

0.00%

Shares240

Event2026-03-31

Filed2026-05-14

NFTY

FIRST TR EXCH TRD ALPHDX FD

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares585

Event2026-03-31

Filed2026-05-14

MKC

MCCORMICK &CO INC

-27.05%

Shares1.4K

Event2026-03-31

Filed2026-05-14

OMC

OMNICOM GROUP INC

0.00%

Shares925

Event2026-03-31

Filed2026-05-14

REALTY INCOME CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

TBLU

TORTOISE CAPITAL SERIES TRUS

1.24%

Shares1.4K

Event2026-03-31

Filed2026-05-14

AKAM

AKAMAI TECHNOLOGIES INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-14

UCON

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

16.22%

Shares559

Event2026-03-31

Filed2026-05-14

VTG

VANGUARD MALVERN FDS

0.00%

Shares915

Event2026-03-31

Filed2026-05-14

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

YUM

YUM BRANDS INC

0.00%

Shares439

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP NEW

-19.80%

Shares2.3K

Event2026-03-31

Filed2026-05-14

EIPI

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

OXY

OCCIDENTAL PETE CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

0.00%

Shares809

Event2026-03-31

Filed2026-05-14

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

EQIX

EQUINIX INC

1.56%

Shares65

Event2026-03-31

Filed2026-05-14

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

TMP

TOMPKINS FINL CORP

0.00%

Shares797

Event2026-03-31

Filed2026-05-14

GMAR

FIRST TR EXCHNG TRADED FD VI

-45.70%

Shares1.5K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

0.15%

Shares688

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

0.00%

Shares240

Event2026-03-31

Filed2026-05-14

BP PLC

30.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

0.00%

Shares547

Event2026-03-31

Filed2026-05-14

FABRINET

0.00%

Shares115

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

-81.00%

Shares520

Event2026-03-31

Filed2026-05-14

IWN

ISHARES TR

0.00%

Shares313

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC

-5.06%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DIG

PROSHARES TR

0.00%

Shares862

Event2026-03-31

Filed2026-05-14

QNITY ELECTRONICS INC

10.68%

Shares508

Event2026-03-31

Filed2026-05-14

VONV

VANGUARD SCOTTSDALE FDS

0.48%

Shares626

Event2026-03-31

Filed2026-05-14

STXD

EA SERIES TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares510

Event2026-03-31

Filed2026-05-14

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares526

Event2026-03-31

Filed2026-05-14

ZAP

GLOBAL X FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

FNDE

SCHWAB STRATEGIC TR

26.23%

Shares1.5K

Event2026-03-31

Filed2026-05-14

FSMB

FIRST TR EXCH TRADED FD III

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

SOLSTICE ADVANCED MATLS INC

0.27%

Shares739

Event2026-03-31

Filed2026-05-14

GNRC

GENERAC HLDGS INC

0.00%

Shares275

Event2026-03-31

Filed2026-05-14

JMUB

J P MORGAN EXCHANGE TRADED F

0.93%

Shares1.1K

Event2026-03-31

Filed2026-05-14

VOX

VANGUARD WORLD FD

0.00%

Shares298

Event2026-03-31

Filed2026-05-14

VFH

VANGUARD WORLD FD

0.00%

Shares446

Event2026-03-31

Filed2026-05-14

CTVA

CORTEVA INC

36.46%

Shares625

Event2026-03-31

Filed2026-05-14

GAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

IHF

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

PFG

PRINCIPAL FINANCIAL GROUP IN

-10.03%

Shares583

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP

21.15%

Shares401

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

60.68%

Shares617

Event2026-03-31

Filed2026-05-14

LINDE PLC

14.44%

Shares103

Event2026-03-31

Filed2026-05-14

INGR

INGREDION INC

New

Shares451

Event2026-03-31

Filed2026-05-14

IRM

IRON MTN INC DEL

0.00%

Shares500

Event2026-03-31

Filed2026-05-14

IFRA

ISHARES TR

0.00%

Shares901

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

0.23%

Shares440

Event2026-03-31

Filed2026-05-14

DUPONT DE NEMOURS INC

15.60%

Shares1.1K

Event2026-03-31

Filed2026-05-14

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares700

Event2026-03-31

Filed2026-05-14

PAWZ

PROSHARES TR

-22.12%

Shares968

Event2026-03-31

Filed2026-05-14

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares555

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

-2.56%

Shares114

Event2026-03-31

Filed2026-05-14

EEMA

ISHARES INC

0.00%

Shares509

Event2026-03-31

Filed2026-05-14

VPLS

VANGUARD MALVERN FDS

0.00%

Shares632

Event2026-03-31

Filed2026-05-14

PGHY

INVESCO EXCH TRADED FD TR II

8.15%

Shares2.4K

Event2026-03-31

Filed2026-05-14

USAI

PACER FDS TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

SEIC

SEI INVTS CO

0.00%

Shares600

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

SPXC

SPX TECHNOLOGIES INC

0.00%

Shares235

Event2026-03-31

Filed2026-05-14

EDOW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

BDX

BECTON DICKINSON &CO

0.00%

Shares280

Event2026-03-31

Filed2026-05-14

RAL

RALLIANT CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

SNDK

SANDISK CORP

New

Shares71

Event2026-03-31

Filed2026-05-14

SMH

VANECK ETF TRUST

0.00%

Shares114

Event2026-03-31

Filed2026-05-14

LMBS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares900

Event2026-03-31

Filed2026-05-14

FTRE

FORTREA HLDGS INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-14

FPAG

INVESTMENT MANAGERS SER TR I

-7.77%

Shares1.2K

Event2026-03-31

Filed2026-05-14

JMOM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares650

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-23.30%

Shares158

Event2026-03-31

Filed2026-05-14

COWG

PACER FDS TR

-21.67%

Shares1.3K

Event2026-03-31

Filed2026-05-14

QSR

RESTAURANT BRANDS INTL INC

22.50%

Shares588

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

-2.40%

Shares407

Event2026-03-31

Filed2026-05-14

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

DOW

DOW HLDGS INC

0.00%

Shares999

Event2026-03-31

Filed2026-05-14

STRV

EA SERIES TRUST

0.00%

Shares994

Event2026-03-31

Filed2026-05-14

GIS

GENERAL MILLS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-14

USA

LIBERTY ALL STAR EQUITY FD

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-14

ARCC

ARES CAPITAL CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

DEO

DIAGEO PLC

0.00%

Shares545

Event2026-03-31

Filed2026-05-14

KKR &CO INC

0.00%

Shares450

Event2026-03-31

Filed2026-05-14

REMX

VANECK ETF TRUST

4.49%

Shares465

Event2026-03-31

Filed2026-05-14

LNG

CHENIERE ENERGY INC

7.69%

Shares140

Event2026-03-31

Filed2026-05-14

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares201

Event2026-03-31

Filed2026-05-14

XSMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares535

Event2026-03-31

Filed2026-05-14

JEPQ

J P MORGAN EXCHANGE TRADED F

4.30%

Shares703

Event2026-03-31

Filed2026-05-14

HSIC

SCHEIN HENRY INC

-27.14%

Shares537

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

99.40%

Shares662

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

0.00%

Shares284

Event2026-03-31

Filed2026-05-14

VNT

VONTIER CORPORATION

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DVN

DEVON ENERGY CORP NEW

0.00%

Shares750

Event2026-03-31

Filed2026-05-14

PDBC

INVESCO ACTVELY MNGD ETC FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

CMG

CHIPOTLE MEXICAN GRILL INC

-23.49%

Shares1.1K

Event2026-03-31

Filed2026-05-14

ROBT

FIRST TR EXCHANGE TRADED FD

0.00%

Shares800

Event2026-03-31

Filed2026-05-14

MAIN

MAIN STR CAP CORP

0.00%

Shares700

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

38.10%

Shares87

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

0.31%

Shares319

Event2026-03-31

Filed2026-05-14

BOEING CO

-4.76%

Shares180

Event2026-03-31

Filed2026-05-14

FPX

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares228

Event2026-03-31

Filed2026-05-14

HBAN

HUNTINGTON BANCSHARES INC

0.13%

Shares2.3K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

CELESTICA INC Call CallCELESTICA INC2 shares0.00%2026-03-312026-05-14

PALANTIR TECHNOLOGIES INC Call CallPALANTIR TECHNOLOGIES INC1 shares-50.00%2026-03-312026-05-14

ALPHABET INC Call CallALPHABET INC8 shares0.00%2026-03-312026-05-14

BROADCOM INC Call CallBROADCOM INC2 shares0.00%2026-03-312026-05-14

TAIWAN SEMICONDUCTOR MANUFAC Call CallTAIWAN SEMICONDUCTOR MANUFAC1 shares0.00%2026-03-312026-05-14

AMPHENOL CORP Call CallAMPHENOL CORP2 shares0.00%2026-03-312026-05-14

CREDO TECHNOLOGY GROUP HOLDI Call CallCREDO TECHNOLOGY GROUP HOLDI1 shares0.00%2026-03-312026-05-14

ADVANCED MICRO DEVICES INC Call CallADVANCED MICRO DEVICES INC1 shares0.00%2026-03-312026-05-14

ARISTA NETWORKS INC Call CallARISTA NETWORKS INC1 shares0.00%2026-03-312026-05-14

NVIDIA CORPORATION Call CallNVIDIA CORPORATION2 shares0.00%2026-03-312026-05-14

NVIDIA CORPORATION Call CallNVIDIA CORPORATION4 shares0.00%2026-03-312026-05-14

CELESTICA INC Call

CELESTICA INC

0.00%

Shares2

Event2026-03-31

Filed2026-05-14

PALANTIR TECHNOLOGIES INC Call

PALANTIR TECHNOLOGIES INC

-50.00%

Shares1

Event2026-03-31

Filed2026-05-14

ALPHABET INC Call

ALPHABET INC

0.00%

Shares8

Event2026-03-31

Filed2026-05-14

BROADCOM INC Call

BROADCOM INC

0.00%

Shares2

Event2026-03-31

Filed2026-05-14

TAIWAN SEMICONDUCTOR MANUFAC Call

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

AMPHENOL CORP Call

AMPHENOL CORP

0.00%

Shares2

Event2026-03-31

Filed2026-05-14

CREDO TECHNOLOGY GROUP HOLDI Call

CREDO TECHNOLOGY GROUP HOLDI

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

ADVANCED MICRO DEVICES INC Call

ADVANCED MICRO DEVICES INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC Call

ARISTA NETWORKS INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

NVIDIA CORPORATION Call

NVIDIA CORPORATION

0.00%

Shares2

Event2026-03-31

Filed2026-05-14

NVIDIA CORPORATION Call

NVIDIA CORPORATION

0.00%

Shares4

Event2026-03-31

Filed2026-05-14

Put Option Holdings

No put option holdings data available