Sponsored
The Analysis of Heritage Wealth Management, Inc.'s Holdings & P&L
Currently, Heritage Wealth Management, Inc. holds 157 types of securities in its portfolio with a total value $202.0M. In the most recent quarter, they have increased their positions in META (+1.1K shares, valued at $637.4K), JCPB (+12.7K shares, valued at $599.3K), EVTR (+11.4K shares, valued at $576.4K); decreased their positions in CRM (-2.2K shares, valued at $415.3K), MPC (-976 shares, valued at $238.3K), AAPL (-835 shares, valued at $211.9K); initiated new positions in NOW (+5.0K shares, valued at $520.7K), VRT (+1.1K shares, valued at $264.6K), PPA (+1.2K shares, valued at $206.1K).
1M P&L
+6.7M+3.66%
3M P&L
+10.6M+5.90%
HY P&L
+20.9M+12.33%
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/A59.8M
33.7%
2Consumer Electronics17.1M
9.6%
3Banks - Diversified10.9M
6.1%
Top Industries by Stock Count
1N/A58 stocks
40.8%
2Utilities - Regulated Electric5 stocks
3.5%
3Insurance - Property & Casualty4 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C10.9K shares-1.36%2026-03-312026-04-20
Sponsored
ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A10.5K shares8.79%2026-03-312026-04-20
EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)7.8K shares-0.06%2026-03-312026-04-20
Sponsored
DUKE ENERGY CORPORATION NEW COM NEW DUKE ENERGY CORPORATION NEW COM NEW16.2K shares-2.78%2026-03-312026-04-20
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF11.0K shares25.31%2026-03-312026-04-20
Sponsored
Sponsored
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW3.0K shares-0.66%2026-03-312026-04-20
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
CANADIAN PACIFIC KANSAS CITY (CANADA) CANADIAN PACIFIC KANSAS CITY (CANADA)5.4K shares0.00%2026-03-312026-04-20
Sponsored
BARRICK MINING CORPORATION COM SHS (CANADA) BARRICK MINING CORPORATION COM SHS (CANADA)9.0K shares-1.10%2026-03-312026-04-20
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
-1.23%APPLE INCORPORATED
Shares67.3K
Event2026-03-31
Filed2026-04-20
JPM
-2.33%JPMORGAN CHASE & COMPANY
Shares29.7K
Event2026-03-31
Filed2026-04-20
JCPB
11.11%JPMORGAN CORE PLUS BOND ETF
Shares127.3K
Event2026-03-31
Filed2026-04-20
ABBV
-2.59%ABBVIE INCORPORATED
Shares21.6K
Event2026-03-31
Filed2026-04-20
CSCO
-1.15%CISCO SYSTEMS INCORPORATED
Shares57.3K
Event2026-03-31
Filed2026-04-20
VLO
-0.75%VALERO ENERGY CORPORATION
Shares17.8K
Event2026-03-31
Filed2026-04-20
CB
-0.50%CHUBB LIMITED SWITZ (SWITZERLAND)
Shares12.8K
Event2026-03-31
Filed2026-04-20
ALL
-0.05%ALLSTATE CORPORATION
Shares18.4K
Event2026-03-31
Filed2026-04-20
EVTR
18.12%EATON VANCE TOTAL RETURN BOND ETF
Shares74.0K
Event2026-03-31
Filed2026-04-20
NVDA
1.19%NVIDIA CORPORATION
Shares20.8K
Event2026-03-31
Filed2026-04-20
XOM
0.27%EXXON MOBIL CORPORATION
Shares20.4K
Event2026-03-31
Filed2026-04-20
MERCK & COMPANY INCORPORATED
-0.17%MERCK & COMPANY INCORPORATED
Shares28.6K
Event2026-03-31
Filed2026-04-20
AVUV
0.77%AVANTIS U.S. SMALL CAP VALUE ETF
Shares30.9K
Event2026-03-31
Filed2026-04-20
CCJ
-0.33%CAMECO CORPORATION (CANADA)
Shares30.3K
Event2026-03-31
Filed2026-04-20
ADI
-3.53%ANALOG DEVICES INCORPORATED
Shares10.3K
Event2026-03-31
Filed2026-04-20
ALPHABET INCORPORATED CAP STK CLASS C
-1.36%ALPHABET INCORPORATED CAP STK CLASS C
Shares10.9K
Event2026-03-31
Filed2026-04-20
ALPHABET INCORPORATED CAP STK CLASS A
8.79%ALPHABET INCORPORATED CAP STK CLASS A
Shares10.5K
Event2026-03-31
Filed2026-04-20
EATON CORPORATION PLC SHS (IRELAND)
-0.06%EATON CORPORATION PLC SHS (IRELAND)
Shares7.8K
Event2026-03-31
Filed2026-04-20
T
-1.36%AT&T INCORPORATED
Shares92.4K
Event2026-03-31
Filed2026-04-20
BUFB
6.51%INNOVATOR ETFS TR LADDERED ALLOCATION BUFFER
Shares73.3K
Event2026-03-31
Filed2026-04-20
COP
-3.09%CONOCOPHILLIPS
Shares19.9K
Event2026-03-31
Filed2026-04-20
AIRR
1.02%FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares23.2K
Event2026-03-31
Filed2026-04-20
SMIG
0.00%BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF
Shares85.8K
Event2026-03-31
Filed2026-04-20
BROADCOM INCORPORATED
-0.88%BROADCOM INCORPORATED
Shares8.0K
Event2026-03-31
Filed2026-04-20
JEPI
3.77%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares43.7K
Event2026-03-31
Filed2026-04-20
JSCP
3.47%J P MORGAN SHORT DURATION CORE PLUS ETF
Shares50.9K
Event2026-03-31
Filed2026-04-20
CGCB
24.42%CAPITAL GROUP CORE BOND ETF
Shares89.2K
Event2026-03-31
Filed2026-04-20
DUKE ENERGY CORPORATION NEW COM NEW
-2.78%DUKE ENERGY CORPORATION NEW COM NEW
Shares16.2K
Event2026-03-31
Filed2026-04-20
INVESCO S&P 500 EQUAL WEIGHT ETF
25.31%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares11.0K
Event2026-03-31
Filed2026-04-20
COWZ
-0.11%PACER US CASH COWS 100 ETF
Shares33.2K
Event2026-03-31
Filed2026-04-20
AMZN
3.65%AMAZON COM INCORPORATED
Shares9.9K
Event2026-03-31
Filed2026-04-20
RTX
0.09%RTX CORPORATION
Shares10.7K
Event2026-03-31
Filed2026-04-20
ORCL
1.82%ORACLE CORPORATION
Shares13.7K
Event2026-03-31
Filed2026-04-20
TMSL
8.33%T ROWE PRICE ETF SMALL MID CAP ETF
Shares53.1K
Event2026-03-31
Filed2026-04-20
JAVA
-0.66%J P MORGAN ETF ACTIVE VALUE ETF
Shares25.7K
Event2026-03-31
Filed2026-04-20
MPC
-11.65%MARATHON PETE CORPORATION
Shares7.4K
Event2026-03-31
Filed2026-04-20
JGRO
2.91%JP MORGAN ETF ACTIVE GROWTH ETF
Shares21.1K
Event2026-03-31
Filed2026-04-20
BGIG
0.00%BAHL & GAYNOR INCOME GROWTH ETF
Shares53.0K
Event2026-03-31
Filed2026-04-20
COST
-0.85%COSTCO WHOLESALE CORPORATION
Shares1.7K
Event2026-03-31
Filed2026-04-20
FCX
-1.50%FREEPORT MCMORAN INCORPORATED CLASS B
Shares29.5K
Event2026-03-31
Filed2026-04-20
AMD
-1.79%ADVANCED MICRO DEVICES INCORPORATED
Shares7.7K
Event2026-03-31
Filed2026-04-20
ABT
-3.28%ABBOTT LABORATORIES
Shares14.7K
Event2026-03-31
Filed2026-04-20
JCI
-0.69%JOHNSON CONTROLS INTERNATION SHS (IRELAND)
Shares11.5K
Event2026-03-31
Filed2026-04-20
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-0.66%BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Shares3.0K
Event2026-03-31
Filed2026-04-20
DWLD
1.97%DAVIS SELECT WORLDWIDE ETF
Shares32.3K
Event2026-03-31
Filed2026-04-20
EHC
-0.84%ENCOMPASS HEALTH CORPORATION
Shares14.1K
Event2026-03-31
Filed2026-04-20
BUFR
2.38%FT VEST LADDERED BUFFER ETF
Shares38.9K
Event2026-03-31
Filed2026-04-20
PSLV
18.98%SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA)
Shares51.5K
Event2026-03-31
Filed2026-04-20
BK
0.00%BANK NEW YORK MELLON CORPORATION
Shares10.0K
Event2026-03-31
Filed2026-04-20
WM
0.00%WASTE MGMT INCORPORATED DEL
Shares5.2K
Event2026-03-31
Filed2026-04-20
VZ
-1.80%VERIZON COMMUNICATIONS INCORPORATED
Shares23.4K
Event2026-03-31
Filed2026-04-20
XOP
0.00%STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION
Shares6.3K
Event2026-03-31
Filed2026-04-20
NEE
0.00%NEXTERA ENERGY INCORPORATED
Shares12.3K
Event2026-03-31
Filed2026-04-20
AMGN
10.35%AMGEN INCORPORATED
Shares3.1K
Event2026-03-31
Filed2026-04-20
ET
0.07%ENERGY TRANSFER L P COM UT LTD PTN
Shares55.9K
Event2026-03-31
Filed2026-04-20
CGHM
29.06%CAPITAL GROUP MUNI HIGH-INCOME ETF
Shares41.8K
Event2026-03-31
Filed2026-04-20
JBND
30.06%JPMORGAN ACTIVE BOND ETF
Shares19.2K
Event2026-03-31
Filed2026-04-20
CRM
-28.74%SALESFORCE INCORPORATED
Shares5.5K
Event2026-03-31
Filed2026-04-20
WCC
-1.08%WESCO INTERNATIONAL INCORPORATED
Shares3.7K
Event2026-03-31
Filed2026-04-20
BAC
0.02%BANK AMERICA CORPORATION
Shares20.3K
Event2026-03-31
Filed2026-04-20
NVS
0.12%NOVARTIS AG SPONSORED ADR (SWITZERLAND)
Shares6.1K
Event2026-03-31
Filed2026-04-20
VCLT
-7.15%VANGUARD LONG-TERM CORPORATE BOND ETF
Shares11.7K
Event2026-03-31
Filed2026-04-20
V
0.00%VISA INCORPORATED COM CLASS A
Shares2.8K
Event2026-03-31
Filed2026-04-20
META
304.37%META PLATFORMS INCORPORATED CLASS A
Shares1.5K
Event2026-03-31
Filed2026-04-20
CENCORA INCORPORATED
-0.75%CENCORA INCORPORATED
Shares2.7K
Event2026-03-31
Filed2026-04-20
THYF
14.27%T ROWE PRICE EXCHANGE-TRADED U S HIGH YIELD ETF
Shares16.3K
Event2026-03-31
Filed2026-04-20
XEL
-4.18%XCEL ENERGY INCORPORATED
Shares10.5K
Event2026-03-31
Filed2026-04-20
TCAF
31.33%T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
Shares22.8K
Event2026-03-31
Filed2026-04-20
GEV
-2.20%GE VERNOVA INCORPORATED
Shares891
Event2026-03-31
Filed2026-04-20
INVESCO QQQ TRUST
7.02%INVESCO QQQ TRUST
Shares1.3K
Event2026-03-31
Filed2026-04-20
APD
-10.48%AIR PRODUCTS AND CHEMICALS INCORPORATED
Shares2.5K
Event2026-03-31
Filed2026-04-20
TBUX
8.83%T ROWE PRICE ETF INC ULTRA SHORT TERM BD ETF
Shares14.4K
Event2026-03-31
Filed2026-04-20
G
0.00%GENPACT LIMITED SHS (BERMUDA)
Shares19.0K
Event2026-03-31
Filed2026-04-20
EQIX
0.00%EQUINIX INCORPORATED REIT
Shares715
Event2026-03-31
Filed2026-04-20
CGNG
12.81%CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
Shares22.2K
Event2026-03-31
Filed2026-04-20
ADM
-1.79%ARCHER DANIELS MIDLAND COMPANY
Shares9.6K
Event2026-03-31
Filed2026-04-20
SPY
0.10%STATE STREET SPDR S&P 500 ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-04-20
TRV
0.00%TRAVELERS COMPANIES INCORPORATED
Shares2.3K
Event2026-03-31
Filed2026-04-20
ADP
-1.41%AUTOMATIC DATA PROCESSING INCORPORATED
Shares3.3K
Event2026-03-31
Filed2026-04-20
ENB
-3.07%ENBRIDGE INCORPORATED (CANADA)
Shares11.9K
Event2026-03-31
Filed2026-04-20
NOBL
-1.57%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares6.0K
Event2026-03-31
Filed2026-04-20
AMT
9.22%AMERICAN TOWER CORPORATION REIT
Shares3.6K
Event2026-03-31
Filed2026-04-20
ICE
0.00%INTERCONTINENTAL EXCHANGE INCORPORATED
Shares3.9K
Event2026-03-31
Filed2026-04-20
CAH
0.00%CARDINAL HEALTH INCORPORATED
Shares2.9K
Event2026-03-31
Filed2026-04-20
JMEE
2.36%JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
Shares9.0K
Event2026-03-31
Filed2026-04-20
DHI
0.00%D R HORTON INCORPORATED
Shares4.3K
Event2026-03-31
Filed2026-04-20
HP INCORPORATED
-17.80%HP INCORPORATED
Shares30.4K
Event2026-03-31
Filed2026-04-20
GL
0.00%GLOBE LIFE INCORPORATED
Shares4.2K
Event2026-03-31
Filed2026-04-20
AEP
12.05%AMERICAN ELEC PWR COMPANY INCORPORATED
Shares4.3K
Event2026-03-31
Filed2026-04-20
PREF
-9.28%PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF
Shares28.8K
Event2026-03-31
Filed2026-04-20
REGL
-0.91%PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
Shares6.2K
Event2026-03-31
Filed2026-04-20
AFL
-1.02%AFLAC INCORPORATED
Shares4.9K
Event2026-03-31
Filed2026-04-20
PSTG
0.00%EVERPURE INCORPORATED CLASS A
Shares8.9K
Event2026-03-31
Filed2026-04-20
PLTR
20.81%PALANTIR TECHNOLOGIES INCORPORATED CLASS A
Shares3.6K
Event2026-03-31
Filed2026-04-20
NOW
NewSERVICENOW INCORPORATED
Shares5.0K
Event2026-03-31
Filed2026-04-20
MO
-5.20%ALTRIA GROUP INCORPORATED
Shares7.9K
Event2026-03-31
Filed2026-04-20
CMCSA
0.01%COMCAST CORPORATION NEW CLASS A
Shares17.9K
Event2026-03-31
Filed2026-04-20
AWK
0.00%AMERICAN WTR WKS COMPANY INCORPORATED NEW
Shares3.8K
Event2026-03-31
Filed2026-04-20
CROWN CASTLE INCORPORATED REIT
33.59%CROWN CASTLE INCORPORATED REIT
Shares6.1K
Event2026-03-31
Filed2026-04-20
BIL
0.00%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares5.1K
Event2026-03-31
Filed2026-04-20
AXP
-6.81%AMERICAN EXPRESS COMPANY
Shares1.5K
Event2026-03-31
Filed2026-04-20
MMM
-5.97%3M COMPANY
Shares3.1K
Event2026-03-31
Filed2026-04-20
BA
-0.43%BOEING COMPANY
Shares2.3K
Event2026-03-31
Filed2026-04-20
DRLL
0.00%STRIVE U.S. ENERGY ETF
Shares11.5K
Event2026-03-31
Filed2026-04-20
FMDE
14.32%FIDELITY ENHANCED MID CAP ETF
Shares12.5K
Event2026-03-31
Filed2026-04-20
EFAD
0.00%PROSHARES MSCI EAFE DIVIDEND GROWERS ETF
Shares10.9K
Event2026-03-31
Filed2026-04-20
AMH
-6.51%AMERICAN HOMES 4 RENT CLASS A REIT
Shares15.8K
Event2026-03-31
Filed2026-04-20
IEFA
0.72%ISHARES TR CORE MSCI EAFE
Shares4.8K
Event2026-03-31
Filed2026-04-20
CANADIAN PACIFIC KANSAS CITY (CANADA)
0.00%CANADIAN PACIFIC KANSAS CITY (CANADA)
Shares5.4K
Event2026-03-31
Filed2026-04-20
TSLA
0.00%TESLA INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-04-20
KBH
0.00%KB HOME
Shares7.2K
Event2026-03-31
Filed2026-04-20
LINDE PLC SHS (IRELAND)
0.00%LINDE PLC SHS (IRELAND)
Shares751
Event2026-03-31
Filed2026-04-20
BARRICK MINING CORPORATION COM SHS (CANADA)
-1.10%BARRICK MINING CORPORATION COM SHS (CANADA)
Shares9.0K
Event2026-03-31
Filed2026-04-20
CME
0.17%CME GROUP INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-04-20
GLD
1.12%SPDR GOLD SHARES
Shares814
Event2026-03-31
Filed2026-04-20
ARKK
-4.14%ARK ETF TRUST INNOVATION ETF
Shares5.2K
Event2026-03-31
Filed2026-04-20
XLV
17.44%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares2.3K
Event2026-03-31
Filed2026-04-20
UNH
-6.03%UNITEDHEALTH GROUP INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-04-20
ELV
-7.53%ELEVANCE HEALTH INCORPORATED FORMERLY A
Shares1.1K
Event2026-03-31
Filed2026-04-20
AMAT
1.51%APPLIED MATLS INCORPORATED
Shares942
Event2026-03-31
Filed2026-04-20
KEYS
0.00%KEYSIGHT TECHNOLOGIES INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-04-20
CGUS
20.73%CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT
Shares8.3K
Event2026-03-31
Filed2026-04-20
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares825
Event2026-03-31
Filed2026-04-20
AFG
-29.11%AMERICAN FINANCIAL GROUP INCORPORATED
Shares2.5K
Event2026-03-31
Filed2026-04-20
OSCV
0.00%OPUS SMALL CAP VALUE ETF
Shares7.8K
Event2026-03-31
Filed2026-04-20
ARKQ
0.00%ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
Shares2.7K
Event2026-03-31
Filed2026-04-20
IDOG
-0.30%ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF
Shares7.3K
Event2026-03-31
Filed2026-04-20
PAVE
0.00%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares5.9K
Event2026-03-31
Filed2026-04-20
EVR
0.00%EVERCORE INCORPORATED CLASS A
Shares1.0K
Event2026-03-31
Filed2026-04-20
MDY
9.07%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares481
Event2026-03-31
Filed2026-04-20
VTS
-5.92%VITESSE ENERGY INCORPORATED COMMON STOCK
Shares15.7K
Event2026-03-31
Filed2026-04-20
SMDV
2.67%PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
Shares4.0K
Event2026-03-31
Filed2026-04-20
ASML
1.45%ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)
Shares210
Event2026-03-31
Filed2026-04-20
CALF
-20.15%PACER US SMALL CAP CASH COWS ETF
Shares6.1K
Event2026-03-31
Filed2026-04-20
MA
0.00%MASTERCARD INCORPORATED CLASS A
Shares539
Event2026-03-31
Filed2026-04-20
VRT
NewVERTIV HOLDINGS COMPANY COM CLASS A
Shares1.1K
Event2026-03-31
Filed2026-04-20
VONG
0.00%VANGUARD RUSSELL 1000 GROWTH ETF
Shares2.3K
Event2026-03-31
Filed2026-04-20
D
0.00%DOMINION ENERGY INCORPORATED
Shares4.0K
Event2026-03-31
Filed2026-04-20
PLD
0.00%PROLOGIS INCORPORATED. REIT
Shares1.9K
Event2026-03-31
Filed2026-04-20
XAR
0.00%STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares884
Event2026-03-31
Filed2026-04-20
MET
0.00%METLIFE INCORPORATED
Shares3.2K
Event2026-03-31
Filed2026-04-20
PTLC
0.00%PACER TRENDPILOT US LARGE CAP ETF
Shares4.2K
Event2026-03-31
Filed2026-04-20
UTF
0.00%COHEN & STEERS INFRASTRUCTURE
Shares8.5K
Event2026-03-31
Filed2026-04-20
DTEC
0.00%ALPS DISRUPTIVE TECHNOLOGIES ETF
Shares5.0K
Event2026-03-31
Filed2026-04-20
VDC
0.00%VANGUARD CONSUMER STAPLES ETF
Shares955
Event2026-03-31
Filed2026-04-20
OTIS
-1.77%OTIS WORLDWIDE CORPORATION
Shares2.8K
Event2026-03-31
Filed2026-04-20
PPL
-7.10%PPL CORPORATION
Shares5.5K
Event2026-03-31
Filed2026-04-20
PPA
NewINVESCO AEROSPACE & DEFENSE ETF
Shares1.2K
Event2026-03-31
Filed2026-04-20
CARR
NewCARRIER GLOBAL CORPORATION
Shares3.6K
Event2026-03-31
Filed2026-04-20
SNX
NewTD SYNNEX CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-04-20
SEE
NewSEALED AIR CORPORATION NEW
Shares4.8K
Event2026-03-31
Filed2026-04-20
ETW
-22.60%EATON VANCE TAX-MANAGED GLOBAL
Shares22.4K
Event2026-03-31
Filed2026-04-20
VALE
0.00%VALE S A SPONSORED ADS (BRAZIL)
Shares11.0K
Event2026-03-31
Filed2026-04-20
EXG
-19.09%EATON VANCE TAX-MANAGED GLOBAL
Shares16.3K
Event2026-03-31
Filed2026-04-20
MQY
NewBLACKROCK MUNIYILD QULT FD INCORPORATED
Shares12.7K
Event2026-03-31
Filed2026-04-20
BDJ
0.00%BLACKROCK ENHANCED EQUITY DIVI
Shares15.3K
Event2026-03-31
Filed2026-04-20
JOBY
0.00%JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS)
Shares11.0K
Event2026-03-31
Filed2026-04-20
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available