The Analysis of Heartland Bank & Trust Co's Holdings & P&L


Currently, Heartland Bank & Trust Co holds 206 types of securities in its portfolio with a total value $442.4M. In the most recent quarter, they have increased their positions in VCRB (+823.6K shares, valued at $63.7M), FIGB (+1.1M shares, valued at $48.0M), VTI (+18.1K shares, valued at $5.8M); decreased their positions in CMI (-1.4K shares, valued at $766.7K), PPL (-13.2K shares, valued at $503.2K), N/A (-1.1K shares, valued at $309.9K); initiated new positions in VCRB (+823.6K shares, valued at $63.7M), FIGB (+1.1M shares, valued at $48.0M), VTI (+18.1K shares, valued at $5.8M).


1M P&L
+10.4M+2.37%
3M P&L
+14.1M+3.25%
HY P&L
+30.6M+7.33%

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/A199.0M
48.3%
2Semiconductors21.5M
5.2%
3Consumer Electronics20.1M
4.9%

Top Industries by Stock Count

1N/A37 stocks
19.4%
2Semiconductors7 stocks
3.7%
3Utilities - Regulated Electric7 stocks
3.7%
Stock Holdings
VCRB
Vanguard Core Bond ETF
New
Shares823.6K
Event2026-03-31
Filed2026-05-06
FIGB
Fidelity Investment Grade Bond ETF
New
Shares1.1M
Event2026-03-31
Filed2026-05-06
IGF
iShares Global Infrastructure ETF
5.22%
Shares349.0K
Event2026-03-31
Filed2026-05-06
AAPL
Apple Inc.
18.86%
Shares79.3K
Event2026-03-31
Filed2026-05-06
NVDA
NVIDIA Corporation
26.99%
Shares86.9K
Event2026-03-31
Filed2026-05-06
MSFT
Microsoft Corporation
38.91%
Shares39.7K
Event2026-03-31
Filed2026-05-06
Alphabet Inc. Class A
Alphabet Inc. Class A
4.18%
Shares37.4K
Event2026-03-31
Filed2026-05-06
AMZN
Amazon.com, Inc.
20.80%
Shares48.9K
Event2026-03-31
Filed2026-05-06
DJP
iPath Bloomberg Commodity Index Total Return
8.27%
Shares196.4K
Event2026-03-31
Filed2026-05-06
CAT
Caterpillar Inc
48.75%
Shares9.3K
Event2026-03-31
Filed2026-05-06
LLY
Eli Lilly and Co
33.95%
Shares6.5K
Event2026-03-31
Filed2026-05-06
XOM
Exxon Mobil Corporation
83.03%
Shares34.9K
Event2026-03-31
Filed2026-05-06
VTI
VANGUARD INDEX FDS TOTAL STK MKT ETF
New
Shares18.1K
Event2026-03-31
Filed2026-05-06
LMBS
FIRST TRUST LOW DURATION OPPOS ETF
New
Shares113.6K
Event2026-03-31
Filed2026-05-06
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
14.73%
Shares213.5K
Event2026-03-31
Filed2026-05-06
JPM
JPMorgan Chase Co.
38.69%
Shares17.8K
Event2026-03-31
Filed2026-05-06
Broadcom Inc.
Broadcom Inc.
16.39%
Shares16.6K
Event2026-03-31
Filed2026-05-06
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
5.70%
Shares207.9K
Event2026-03-31
Filed2026-05-06
WMT
Wal-Mart Stores
107.52%
Shares40.0K
Event2026-03-31
Filed2026-05-06
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
14.06%
Shares200.1K
Event2026-03-31
Filed2026-05-06
ABBV
AbbVie Inc
32.34%
Shares21.7K
Event2026-03-31
Filed2026-05-06
META
Meta Platforms, Inc.
21.52%
Shares7.6K
Event2026-03-31
Filed2026-05-06
VNQI
Vanguard Global U.S. Real Estate Index ETF
New
Shares97.3K
Event2026-03-31
Filed2026-05-06
HBT
HBT Financial, Inc.
857.56%
Shares160.5K
Event2026-03-31
Filed2026-05-06
JNJ
Johnson & Johnson
70.89%
Shares15.4K
Event2026-03-31
Filed2026-05-06
SHV
iShares Short Treasury Bond ETF
78.29%
Shares33.0K
Event2026-03-31
Filed2026-05-06
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
401.60%
Shares148.5K
Event2026-03-31
Filed2026-05-06
Berkshire Hathaway Inc. Class B
Berkshire Hathaway Inc. Class B
42.85%
Shares6.5K
Event2026-03-31
Filed2026-05-06
TSLA
Tesla Motors Inc
2.93%
Shares7.9K
Event2026-03-31
Filed2026-05-06
CVX
Chevron Corporation
68.75%
Shares12.8K
Event2026-03-31
Filed2026-05-06
MU
Micron Tech Inc
-9.35%
Shares7.7K
Event2026-03-31
Filed2026-05-06
HD
Home Depot, Inc.
58.33%
Shares7.6K
Event2026-03-31
Filed2026-05-06
PG
Procter & Gamble Company
94.36%
Shares17.0K
Event2026-03-31
Filed2026-05-06
LMT
Lockheed Martin Corporation
112.33%
Shares4.0K
Event2026-03-31
Filed2026-05-06
AMD
Advanced Micro Devices
2.46%
Shares11.5K
Event2026-03-31
Filed2026-05-06
MA
MasterCard Inc. Class A
26.04%
Shares4.1K
Event2026-03-31
Filed2026-05-06
Merck & Co., Inc.
Merck & Co., Inc.
106.28%
Shares16.6K
Event2026-03-31
Filed2026-05-06
PEP
Pepsico Inc
115.83%
Shares12.3K
Event2026-03-31
Filed2026-05-06
V
Visa Inc. Class A
3.03%
Shares6.1K
Event2026-03-31
Filed2026-05-06
Blackrock Inc
Blackrock Inc
129.91%
Shares1.9K
Event2026-03-31
Filed2026-05-06
PLTR
Palantir Technologies Inc
3.23%
Shares11.4K
Event2026-03-31
Filed2026-05-06
KLAC
KLA Corporation
-0.18%
Shares1.1K
Event2026-03-31
Filed2026-05-06
PM
Philip Morris Intl
349.42%
Shares9.8K
Event2026-03-31
Filed2026-05-06
CSCO
Cisco Systems, Inc.
290.95%
Shares20.6K
Event2026-03-31
Filed2026-05-06
ABT
Abbott Laboratories
77.62%
Shares15.1K
Event2026-03-31
Filed2026-05-06
RTX
RTX Corporation
49.53%
Shares8.0K
Event2026-03-31
Filed2026-05-06
COST
Costco Wholesale Corporation
3.25%
Shares1.5K
Event2026-03-31
Filed2026-05-06
MCD
McDonald's Corp
57.08%
Shares4.8K
Event2026-03-31
Filed2026-05-06
SYK
Stryker Corporation
98.19%
Shares4.5K
Event2026-03-31
Filed2026-05-06
MS
Morgan Stanley
18.75%
Shares8.9K
Event2026-03-31
Filed2026-05-06
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
0.00%
Shares63.1K
Event2026-03-31
Filed2026-05-06
IBM
International Business Machines
33.62%
Shares5.9K
Event2026-03-31
Filed2026-05-06
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
0.00%
Shares63.5K
Event2026-03-31
Filed2026-05-06
EMR
Emerson Electric
25.89%
Shares10.6K
Event2026-03-31
Filed2026-05-06
IWR
ISHARES TR RUS MID CAP ETF
New
Shares13.7K
Event2026-03-31
Filed2026-05-06
NFLX
Netflix Inc
-10.35%
Shares13.6K
Event2026-03-31
Filed2026-05-06
EAGG
iShares ESG U.S. Aggregate Bond ETF
45.45%
Shares26.9K
Event2026-03-31
Filed2026-05-06
NEE
NextEra Energy, Inc.
168.90%
Shares13.5K
Event2026-03-31
Filed2026-05-06
KO
Coca-Cola Co
-3.66%
Shares15.5K
Event2026-03-31
Filed2026-05-06
JCI
Johnson Controls International PLC
3.33%
Shares9.0K
Event2026-03-31
Filed2026-05-06
FITB
Fifth Third Bancorp
3.24%
Shares25.4K
Event2026-03-31
Filed2026-05-06
VEA
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF
New
Shares17.9K
Event2026-03-31
Filed2026-05-06
Linde plc
Linde plc
28.01%
Shares2.3K
Event2026-03-31
Filed2026-05-06
UNP
Union Pacific Corporation
50.81%
Shares4.6K
Event2026-03-31
Filed2026-05-06
T
AT&T Inc
72.82%
Shares38.0K
Event2026-03-31
Filed2026-05-06
CRM
salesforce.com, inc.
343.93%
Shares5.8K
Event2026-03-31
Filed2026-05-06
AMAT
Applied Materials
74.89%
Shares3.1K
Event2026-03-31
Filed2026-05-06
GE Aerospace
GE Aerospace
-22.97%
Shares3.7K
Event2026-03-31
Filed2026-05-06
Alphabet Inc., 'C'
Alphabet Inc., 'C'
165.13%
Shares3.6K
Event2026-03-31
Filed2026-05-06
AXP
American Express
5.83%
Shares3.3K
Event2026-03-31
Filed2026-05-06
TJX
TJX Companies Inc
30.78%
Shares6.3K
Event2026-03-31
Filed2026-05-06
ADP
Automatic Data Processing, Inc.
53.72%
Shares4.9K
Event2026-03-31
Filed2026-05-06
UNH
UnitedHealth Group Incorporated
272.14%
Shares3.6K
Event2026-03-31
Filed2026-05-06
Citigroup Inc.
Citigroup Inc.
37.06%
Shares8.6K
Event2026-03-31
Filed2026-05-06
DE
Deere & Co
151.24%
Shares1.7K
Event2026-03-31
Filed2026-05-06
PH
Parker Hannifin Corp
156.25%
Shares1.1K
Event2026-03-31
Filed2026-05-06
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
New
Shares6.4K
Event2026-03-31
Filed2026-05-06
TMO
Thermo Fisher Scientific Inc.
29.92%
Shares1.9K
Event2026-03-31
Filed2026-05-06
GILD
Gilead Sciences
3.13%
Shares6.8K
Event2026-03-31
Filed2026-05-06
EXPE
Expedia Group, Inc.
3.37%
Shares4.0K
Event2026-03-31
Filed2026-05-06
ISRG
Intuitive Surgical, Inc.
2.13%
Shares2.0K
Event2026-03-31
Filed2026-05-06
COP
ConocoPhillips
New
Shares7.0K
Event2026-03-31
Filed2026-05-06
SO
Southern Co
303.68%
Shares9.4K
Event2026-03-31
Filed2026-05-06
Arista Networks Inc
Arista Networks Inc
3.77%
Shares7.3K
Event2026-03-31
Filed2026-05-06
WMB
Williams Companies
2.80%
Shares12.3K
Event2026-03-31
Filed2026-05-06
MPC
Marathon Petroleum Corp
2.60%
Shares3.6K
Event2026-03-31
Filed2026-05-06
WEC Energy Group
WEC Energy Group
49.37%
Shares7.5K
Event2026-03-31
Filed2026-05-06
GEV
GE Vernova Inc
2.82%
Shares986
Event2026-03-31
Filed2026-05-06
MCK
McKesson Corp
3.54%
Shares994
Event2026-03-31
Filed2026-05-06
APH
Amphenol Corp Class A
-12.96%
Shares6.8K
Event2026-03-31
Filed2026-05-06
CME
CME Group Inc. Class A
4.46%
Shares2.9K
Event2026-03-31
Filed2026-05-06
DIS
Walt Disney Company
44.90%
Shares8.7K
Event2026-03-31
Filed2026-05-06
IBHF
iShares iBonds 2026 Term High Yield & Income
15.77%
Shares34.7K
Event2026-03-31
Filed2026-05-06
VZ
Verizon Communications Inc.
46.64%
Shares15.8K
Event2026-03-31
Filed2026-05-06
IBHG
iShares iBonds 2027 Term High Yield & Income
6.57%
Shares35.6K
Event2026-03-31
Filed2026-05-06
PANW
Palo Alto Networks Inc
2.83%
Shares4.9K
Event2026-03-31
Filed2026-05-06
AJG
Gallagher, Arthur J. & CO.
21.65%
Shares3.5K
Event2026-03-31
Filed2026-05-06
VONE
VANGUARD SCOTTSDALE FDS VNG RUS 1000 IDX ETF
New
Shares2.6K
Event2026-03-31
Filed2026-05-06
SCHW
Charles Schwab Corporation
3.91%
Shares7.8K
Event2026-03-31
Filed2026-05-06
IBHH
iShares iBonds 2028 Term High Yield & Income
14.50%
Shares30.7K
Event2026-03-31
Filed2026-05-06
EVRG
Evergy Inc
3.29%
Shares8.7K
Event2026-03-31
Filed2026-05-06
ORLY
O'Reilly Automotive Inc
237.07%
Shares7.7K
Event2026-03-31
Filed2026-05-06
RCL
Royal Caribbean Group
New
Shares2.5K
Event2026-03-31
Filed2026-05-06
ALL
Allstate Corp
28.72%
Shares3.4K
Event2026-03-31
Filed2026-05-06
AEE
Ameren Corp
3.40%
Shares6.2K
Event2026-03-31
Filed2026-05-06
IEFA
ISHARES TR CORE MSCI EAFE ETF
New
Shares7.5K
Event2026-03-31
Filed2026-05-06
PGR
Progressive Corporation
30.10%
Shares3.4K
Event2026-03-31
Filed2026-05-06
MMM
3M Co
2.84%
Shares4.6K
Event2026-03-31
Filed2026-05-06
EOG
EOG Resources, Inc.
New
Shares4.5K
Event2026-03-31
Filed2026-05-06
MPWR
Monolithic Power Systems Inc
3.21%
Shares578
Event2026-03-31
Filed2026-05-06
GM
General Motors
3.14%
Shares8.4K
Event2026-03-31
Filed2026-05-06
PFE
Pfizer Inc
New
Shares21.9K
Event2026-03-31
Filed2026-05-06
DHR
Danaher Corporation
62.48%
Shares3.2K
Event2026-03-31
Filed2026-05-06
EQIX
Equinix, Inc.
3.95%
Shares606
Event2026-03-31
Filed2026-05-06
PLD
Prologis, Inc.
60.71%
Shares4.5K
Event2026-03-31
Filed2026-05-06
PPL
PPL Corp
-46.30%
Shares15.3K
Event2026-03-31
Filed2026-05-06
IBHI
iShares iBonds 2029 Term High Yield & Income
New
Shares25.0K
Event2026-03-31
Filed2026-05-06
HWM
Howmet Aerospace Inc
58.53%
Shares2.5K
Event2026-03-31
Filed2026-05-06
CFG
Citizens Financial Group, Inc.
3.27%
Shares9.6K
Event2026-03-31
Filed2026-05-06
ORCL
Oracle Corp
107.16%
Shares3.9K
Event2026-03-31
Filed2026-05-06
WELL
Welltower Inc
2.96%
Shares2.9K
Event2026-03-31
Filed2026-05-06
DHI
D.R. Horton, Inc.
68.66%
Shares4.0K
Event2026-03-31
Filed2026-05-06
BKR
Baker Hughes Company Class A
3.32%
Shares8.8K
Event2026-03-31
Filed2026-05-06
WFC
Wells Fargo
1.91%
Shares6.5K
Event2026-03-31
Filed2026-05-06
MDLZ
Mondelez International 'A'
New
Shares8.8K
Event2026-03-31
Filed2026-05-06
FICO
Fair Isaac Inc
2.86%
Shares468
Event2026-03-31
Filed2026-05-06
AMT
American Tower Corporation
New
Shares2.9K
Event2026-03-31
Filed2026-05-06
NOW
ServiceNow, Inc
2.19%
Shares4.7K
Event2026-03-31
Filed2026-05-06
DOV
Dover Corp.
96.50%
Shares2.4K
Event2026-03-31
Filed2026-05-06
CMI
Cummins Inc.
-61.37%
Shares897
Event2026-03-31
Filed2026-05-06
BSX
Boston Scientific Corp
-18.13%
Shares7.6K
Event2026-03-31
Filed2026-05-06
TKO
TKO Group Holdings Inc
New
Shares2.3K
Event2026-03-31
Filed2026-05-06
RSG
Republic Services, Inc
3.20%
Shares2.2K
Event2026-03-31
Filed2026-05-06
NEM
Newmont Mining
3.02%
Shares4.3K
Event2026-03-31
Filed2026-05-06
AGG
ISHARES TR CORE US AGGBD ETF
New
Shares4.7K
Event2026-03-31
Filed2026-05-06
USB
US BANCORP
New
Shares8.8K
Event2026-03-31
Filed2026-05-06
MET
MetLife Inc
2.88%
Shares6.3K
Event2026-03-31
Filed2026-05-06
CMCSA
Comcast Corporation Class A
New
Shares15.5K
Event2026-03-31
Filed2026-05-06
ACCENTURE PLC CLASS A
ACCENTURE PLC CLASS A
New
Shares2.2K
Event2026-03-31
Filed2026-05-06
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
27.66%
Shares22.6K
Event2026-03-31
Filed2026-05-06
UBER
Uber Technologies Inc
3.04%
Shares6.0K
Event2026-03-31
Filed2026-05-06
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
0.00%
Shares19.2K
Event2026-03-31
Filed2026-05-06
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
0.00%
Shares19.6K
Event2026-03-31
Filed2026-05-06
The Blackstone Group Inc
The Blackstone Group Inc
2.24%
Shares3.7K
Event2026-03-31
Filed2026-05-06
GWW
Grainger (W.W.)
4.48%
Shares373
Event2026-03-31
Filed2026-05-06
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
42.68%
Shares17.7K
Event2026-03-31
Filed2026-05-06
TMUS
T-Mobile US Inc
3.49%
Shares1.8K
Event2026-03-31
Filed2026-05-06
SHW
Sherwin-Williams Company
2.80%
Shares1.2K
Event2026-03-31
Filed2026-05-06
AFL
Aflac Inc
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-06
IWD
ISHARES TR RUS 1000 VAL ETF
New
Shares1.7K
Event2026-03-31
Filed2026-05-06
DVA
DaVita Inc
New
Shares2.3K
Event2026-03-31
Filed2026-05-06
VEU
VANGUARD FTSE ALL WLD EX US ETF
New
Shares4.7K
Event2026-03-31
Filed2026-05-06
LOW
LOWE'S COMPANIES INC
New
Shares1.4K
Event2026-03-31
Filed2026-05-06
CBSH
Commerce Bancshares Inc
48.12%
Shares6.8K
Event2026-03-31
Filed2026-05-06
HCA
HCA Healthcare
2.91%
Shares707
Event2026-03-31
Filed2026-05-06
WAT
Waters Corporation
4.40%
Shares1.1K
Event2026-03-31
Filed2026-05-06
ITOT
ISHARES TR CORE S&P TTL STK ETF
New
Shares2.2K
Event2026-03-31
Filed2026-05-06
PWR
QUANTA SERVICES INC
New
Shares573
Event2026-03-31
Filed2026-05-06
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares3.2K
Event2026-03-31
Filed2026-05-06
SBUX
Starbucks Corporation
2.60%
Shares3.4K
Event2026-03-31
Filed2026-05-06
CEG
CONSTELLATION ENERGY CORP
-2.77%
Shares1.1K
Event2026-03-31
Filed2026-05-06
FDX
FEDEX CORP
New
Shares838
Event2026-03-31
Filed2026-05-06
WRB
WR Berkley Corp
2.75%
Shares4.5K
Event2026-03-31
Filed2026-05-06
ECL
Ecolab Inc.
3.81%
Shares1.1K
Event2026-03-31
Filed2026-05-06
INVH
Invitation Homes Inc
New
Shares11.9K
Event2026-03-31
Filed2026-05-06
UPS
United Parcel 'B'
New
Shares3.0K
Event2026-03-31
Filed2026-05-06
IVV
ISHARES TR CORE S&P 500 ETF
New
Shares450
Event2026-03-31
Filed2026-05-06
SPGI
SP Global, Inc.
-8.75%
Shares688
Event2026-03-31
Filed2026-05-06
SPG
Simon Property Group
2.62%
Shares1.6K
Event2026-03-31
Filed2026-05-06
ED
Consolidated Edison
New
Shares2.5K
Event2026-03-31
Filed2026-05-06
XEL
Xcel Energy Inc.
New
Shares3.6K
Event2026-03-31
Filed2026-05-06
CTAS
Cintas Corporation
2.18%
Shares1.7K
Event2026-03-31
Filed2026-05-06
INTC
INTEL CORP
New
Shares6.4K
Event2026-03-31
Filed2026-05-06
HSY
Hershey Company
2.14%
Shares1.3K
Event2026-03-31
Filed2026-05-06
VMC
VULCAN MATERIALS CO
New
Shares1.0K
Event2026-03-31
Filed2026-05-06
HON
HONEYWELL INTL INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-06
FCX
Freeport-McMoRan, Inc
3.28%
Shares4.6K
Event2026-03-31
Filed2026-05-06
ADBE
ADOBE SYSTEMS INC
New
Shares1.1K
Event2026-03-31
Filed2026-05-06
GS
GOLDMAN SACHS GROUP INC
20.23%
Shares309
Event2026-03-31
Filed2026-05-06
HYXF
iShares ESG Advanced High Yield Corp Bd ETF
New
Shares5.6K
Event2026-03-31
Filed2026-05-06
PSA
Public Storage
3.09%
Shares933
Event2026-03-31
Filed2026-05-06
CTVA
Corteva Inc
-7.16%
Shares3.0K
Event2026-03-31
Filed2026-05-06
PSX
PHILLIPS 66
New
Shares1.3K
Event2026-03-31
Filed2026-05-06
UAL
United Airlines Holdings Inc
3.42%
Shares2.6K
Event2026-03-31
Filed2026-05-06
GRMN
Garmin Ltd.
1.69%
Shares1.0K
Event2026-03-31
Filed2026-05-06
VO
VANGUARD MID CAP ETF
New
Shares818
Event2026-03-31
Filed2026-05-06
MCHP
MICROCHIP TECHNOLOGY INC
New
Shares3.6K
Event2026-03-31
Filed2026-05-06
IP
Intl Paper Co Com
New
Shares6.6K
Event2026-03-31
Filed2026-05-06
COIN
Coinbase Global Inc
9.54%
Shares1.3K
Event2026-03-31
Filed2026-05-06
MNST
Monster Beverage Corporation
3.36%
Shares3.1K
Event2026-03-31
Filed2026-05-06
APD
AIR PRODUCTS & CHEMICALS INC
New
Shares781
Event2026-03-31
Filed2026-05-06
TGT
Target Corp
New
Shares1.9K
Event2026-03-31
Filed2026-05-06
CL
Colgate-Palmolive
-14.54%
Shares2.6K
Event2026-03-31
Filed2026-05-06
O
Realty Income Corp com
3.52%
Shares3.7K
Event2026-03-31
Filed2026-05-06
CHRW
C H Robinson Worldwide Inc
3.46%
Shares1.3K
Event2026-03-31
Filed2026-05-06
IWF
ISHARES TR RUS 1000 GRW ETF
New
Shares518
Event2026-03-31
Filed2026-05-06
ADI
ANALOG DEVICES INC
New
Shares675
Event2026-03-31
Filed2026-05-06
BA
BOEING CO
New
Shares1.1K
Event2026-03-31
Filed2026-05-06
GLW
Corning Inc
New
Shares1.6K
Event2026-03-31
Filed2026-05-06
KVUE
Kenvue Inc
9.24%
Shares12.3K
Event2026-03-31
Filed2026-05-06
WM
WASTE MANAGEMENT INC
New
Shares917
Event2026-03-31
Filed2026-05-06
DASH
Doordash Inc
9.18%
Shares1.4K
Event2026-03-31
Filed2026-05-06
VB
VANGUARD SMALL CAP ETF
New
Shares783
Event2026-03-31
Filed2026-05-06
MLM
Martin Marietta Materials Inc
4.55%
Shares345
Event2026-03-31
Filed2026-05-06
The Cigna Group
The Cigna Group
New
Shares760
Event2026-03-31
Filed2026-05-06
MO
ALTRIA GROUP INC
New
Shares3.1K
Event2026-03-31
Filed2026-05-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available