Sponsored
The Analysis of HORAN Wealth, LLC's Holdings & P&L
Currently, HORAN Wealth, LLC holds 196 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in IVV (+196.3K shares, valued at $134.3M), IJH (+736.4K shares, valued at $49.2M), MSFT (+44.5K shares, valued at $17.4M); decreased their positions in HI (-10.3K shares, valued at $325.3K), N/A (-690 shares, valued at $200.1K), UITB (-4.2K shares, valued at $197.2K); initiated new positions in AVEM (+174.6K shares, valued at $14.1M), SFM (+50.3K shares, valued at $3.9M), EFV (+26.1K shares, valued at $1.9M).
1M P&L
+13.4M+1.29%
3M P&L
-1.2M-0.12%
HY P&L
+53.4M+5.33%
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/A622.9M
64.2%
2Software - Infrastructure42.7M
4.4%
3Household & Personal Products27.8M
2.9%
Top Industries by Stock Count
1N/A86 stocks
47.5%
2Specialty Industrial Machinery6 stocks
3.3%
3Drug Manufacturers - General5 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Invesco S&P 500 Low Volatility ETF Invesco S&P 500 Low Volatility ETF4.4K shares0.00%2026-03-312026-05-08
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
IVV
99.99%iShares Core S&P 500 ETF
Shares392.6K
Event2026-03-31
Filed2026-05-08
IJH
100.37%iShares Core S&P Mid-Cap ETF
Shares1.5M
Event2026-03-31
Filed2026-05-08
MSFT
102.21%Microsoft Corp
Shares88.0K
Event2026-03-31
Filed2026-05-08
IJR
100.00%iShares Core S&P Small-Cap ETF
Shares279.5K
Event2026-03-31
Filed2026-05-08
PG
98.41%Procter & Gamble Co
Shares188.5K
Event2026-03-31
Filed2026-05-08
SCHB
102.52%Schwab US Broad Market ETF
Shares1.1M
Event2026-03-31
Filed2026-05-08
AAPL
-0.16%APPLE INC
Shares102.4K
Event2026-03-31
Filed2026-05-08
AVDE
2.73%AMERICAN CENTY ETF TR
Shares289.6K
Event2026-03-31
Filed2026-05-08
UITB
-1.01%VICTORY PORTFOLIOS II
Shares411.1K
Event2026-03-31
Filed2026-05-08
FNDA
101.97%Schwab Fundamental US Small Company ETF
Shares577.1K
Event2026-03-31
Filed2026-05-08
Vanguard S&P 500 ETF
96.34%Vanguard S&P 500 ETF
Shares30.7K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
-1.25%ALPHABET INC
Shares54.6K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
-0.98%BROADCOM INC
Shares49.7K
Event2026-03-31
Filed2026-05-08
AVEM
NewAMERICAN CENTY ETF TR
Shares174.6K
Event2026-03-31
Filed2026-05-08
WMB
100.86%Williams Companies Inc
Shares194.4K
Event2026-03-31
Filed2026-05-08
USTB
19.79%VICTORY PORTFOLIOS II
Shares262.4K
Event2026-03-31
Filed2026-05-08
JNJ
102.79%Johnson & Johnson
Shares49.3K
Event2026-03-31
Filed2026-05-08
TJX
99.50%TJX Companies Inc
Shares70.7K
Event2026-03-31
Filed2026-05-08
JPM
-0.13%JPMORGAN CHASE & CO
Shares35.5K
Event2026-03-31
Filed2026-05-08
QCOM
101.99%Qualcomm Inc
Shares75.4K
Event2026-03-31
Filed2026-05-08
WMT
55.74%Walmart Inc
Shares81.5K
Event2026-03-31
Filed2026-05-08
NVDA
3.35%NVIDIA CORPORATION
Shares54.4K
Event2026-03-31
Filed2026-05-08
CFG
101.79%Citizens Financial Group Inc
Shares162.3K
Event2026-03-31
Filed2026-05-08
NOC
103.60%Northrop Grumman Corp
Shares14.1K
Event2026-03-31
Filed2026-05-08
HD
104.72%The Home Depot Inc
Shares27.8K
Event2026-03-31
Filed2026-05-08
PANW
103.89%Palo Alto Networks Inc
Shares51.3K
Event2026-03-31
Filed2026-05-08
ITW
106.64%Illinois Tool Works Inc
Shares30.2K
Event2026-03-31
Filed2026-05-08
IWF
100.00%iShares Russell 1000 Growth ETF
Shares16.5K
Event2026-03-31
Filed2026-05-08
SHEL
107.08%Shell PLC
Shares83.3K
Event2026-03-31
Filed2026-05-08
GPC
102.49%GENUINE PARTS CO COM
Shares66.5K
Event2026-03-31
Filed2026-05-08
TT
0.36%TRANE TECHNOLOGIES PLC
Shares17.1K
Event2026-03-31
Filed2026-05-08
TMO
107.82%Thermo Fisher Scientific Inc
Shares14.0K
Event2026-03-31
Filed2026-05-08
VTI
100.02%Vanguard Total Stock Market ETF
Shares20.7K
Event2026-03-31
Filed2026-05-08
VCSH
29.92%VANGUARD SCOTTSDALE FDS
Shares87.3K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
0.10%BERKSHIRE HATHAWAY INC DEL
Shares13.8K
Event2026-03-31
Filed2026-05-08
SCHF
98.17%Schwab International Equity ETF
Shares255.7K
Event2026-03-31
Filed2026-05-08
ASML
-0.91%ASML HLDG NV
Shares4.8K
Event2026-03-31
Filed2026-05-08
SPY
0.00%STATE STR SPDR S&P 500 ETF T
Shares9.3K
Event2026-03-31
Filed2026-05-08
General Electric Co
100.92%General Electric Co
Shares19.7K
Event2026-03-31
Filed2026-05-08
ABBV
1.68%ABBVIE INC
Shares25.1K
Event2026-03-31
Filed2026-05-08
MERCK & CO INC
1.88%MERCK & CO INC
Shares46.3K
Event2026-03-31
Filed2026-05-08
AMGN
0.79%AMGEN INC
Shares15.2K
Event2026-03-31
Filed2026-05-08
NEE
2.54%NEXTERA ENERGY INC
Shares51.1K
Event2026-03-31
Filed2026-05-08
AMZN
5.66%AMAZON COM INC
Shares21.0K
Event2026-03-31
Filed2026-05-08
VZ
0.84%VERIZON COMMUNICATIONS INC
Shares88.6K
Event2026-03-31
Filed2026-05-08
IWR
100.00%iShares Russell Mid-Cap ETF
Shares42.2K
Event2026-03-31
Filed2026-05-08
ABT
3.90%ABBOTT LABORATORIES
Shares37.5K
Event2026-03-31
Filed2026-05-08
VUG
100.00%Vanguard Growth ETF
Shares8.3K
Event2026-03-31
Filed2026-05-08
SFM
NewSPROUTS FMRS MKT INC
Shares50.3K
Event2026-03-31
Filed2026-05-08
USB
100.54%U.S. Bancorp
Shares73.6K
Event2026-03-31
Filed2026-05-08
V
3.71%VISA INC
Shares12.0K
Event2026-03-31
Filed2026-05-08
AMCOR PLC
292.32%AMCOR PLC
Shares113.8K
Event2026-03-31
Filed2026-05-08
VCIT
0.66%VANGUARD SCOTTSDALE FDS
Shares41.2K
Event2026-03-31
Filed2026-05-08
APD
4.83%AIR PRODUCTS AND CHEMICALS I
Shares11.7K
Event2026-03-31
Filed2026-05-08
CVX
101.59%Chevron Corp
Shares18.0K
Event2026-03-31
Filed2026-05-08
IWM
100.00%iShares Russell 2000 ETF
Shares12.8K
Event2026-03-31
Filed2026-05-08
VIG
100.00%Vanguard Dividend Appreciation ETF
Shares14.1K
Event2026-03-31
Filed2026-05-08
CTAS
99.88%Cintas Corp
Shares16.2K
Event2026-03-31
Filed2026-05-08
VEA
100.00%Vanguard FTSE Developed Markets ETF
Shares44.0K
Event2026-03-31
Filed2026-05-08
DPZ
36.47%DOMINOS PIZZA INC
Shares7.7K
Event2026-03-31
Filed2026-05-08
ISHARES GOLD TR
94.27%ISHARES GOLD TR
Shares30.5K
Event2026-03-31
Filed2026-05-08
LMT
100.00%Lockheed Martin Corp
Shares5.2K
Event2026-03-31
Filed2026-05-08
CMCSA
5.87%COMCAST CORP NEW
Shares83.6K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
2.97%ALPHABET INC
Shares7.6K
Event2026-03-31
Filed2026-05-08
SPYM
0.00%SPDR Portfolio S&P 500 ETF
Shares27.6K
Event2026-03-31
Filed2026-05-08
CINF
100.29%Cincinnati Financial Corp
Shares13.9K
Event2026-03-31
Filed2026-05-08
NSC
100.00%Norfolk Southern Corp
Shares7.6K
Event2026-03-31
Filed2026-05-08
QUAL
0.00%ISHARES TR
Shares10.8K
Event2026-03-31
Filed2026-05-08
CSX
100.00%CSX Corp
Shares58.2K
Event2026-03-31
Filed2026-05-08
VWO
100.00%Vanguard FTSE Emerging Markets ETF
Shares38.3K
Event2026-03-31
Filed2026-05-08
XOM
1.31%EXXON MOBIL CORP
Shares13.6K
Event2026-03-31
Filed2026-05-08
EFA
100.00%iShares MSCI EAFE ETF
Shares21.1K
Event2026-03-31
Filed2026-05-08
PEP
94.35%PepsiCo Inc
Shares13.3K
Event2026-03-31
Filed2026-05-08
SCHC
0.48%SCHWAB STRATEGIC TR
Shares41.7K
Event2026-03-31
Filed2026-05-08
CAT
100.00%Caterpillar Inc
Shares2.8K
Event2026-03-31
Filed2026-05-08
EFV
NewiShares MSCI EAFE Value ETF
Shares26.1K
Event2026-03-31
Filed2026-05-08
MUB
100.00%iShares National Muni Bond ETF
Shares16.8K
Event2026-03-31
Filed2026-05-08
KDP
7.74%KEURIG DR PEPPER INC
Shares66.1K
Event2026-03-31
Filed2026-05-08
VTV
NewVanguard Value ETF
Shares9.1K
Event2026-03-31
Filed2026-05-08
RTX
0.49%RTX CORPORATION
Shares9.2K
Event2026-03-31
Filed2026-05-08
EEM
100.00%iShares MSCI Emerging Markets ETF
Shares30.4K
Event2026-03-31
Filed2026-05-08
EATON CORP PLC
0.00%EATON CORP PLC
Shares5.1K
Event2026-03-31
Filed2026-05-08
HIG
100.99%The Hartford Financial Services Group Inc
Shares12.1K
Event2026-03-31
Filed2026-05-08
GEV
0.62%GE VERNOVA INC
Shares2.4K
Event2026-03-31
Filed2026-05-08
IBM
103.51%International Business Machines Corp
Shares5.8K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares2.4K
Event2026-03-31
Filed2026-05-08
RLY
0.00%SPDR SSgA Multi-Asset Real Return ETF
Shares45.0K
Event2026-03-31
Filed2026-05-08
VEU
100.00%Vanguard FTSE All-Wld ex-US ETF
Shares18.9K
Event2026-03-31
Filed2026-05-08
IWD
100.00%iShares Russell 1000 Value ETF
Shares6.6K
Event2026-03-31
Filed2026-05-08
VNQ
100.00%Vanguard Real Estate ETF
Shares15.5K
Event2026-03-31
Filed2026-05-08
WPC
11.02%WP CAREY INC
Shares19.8K
Event2026-03-31
Filed2026-05-08
LCNB
0.00%LCNB CORP
Shares78.6K
Event2026-03-31
Filed2026-05-08
AGG
NewiShares Core US Aggregate Bond ETF
Shares11.6K
Event2026-03-31
Filed2026-05-08
FITB
100.00%Fifth Third Bancorp
Shares23.2K
Event2026-03-31
Filed2026-05-08
BMY
100.02%Bristol-Myers Squibb Co
Shares18.5K
Event2026-03-31
Filed2026-05-08
SPTS
0.00%SPDR SERIES TRUST
Shares34.5K
Event2026-03-31
Filed2026-05-08
NDSN
NewNORDSON CORP COM
Shares4.0K
Event2026-03-31
Filed2026-05-08
SPSM
0.00%SPDR SERIES TRUST
Shares20.3K
Event2026-03-31
Filed2026-05-08
IEI
NewiShares 3-7 Year Treasury Bond ETF
Shares7.9K
Event2026-03-31
Filed2026-05-08
CMI
NewCUMMINS INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-08
IXUS
0.00%ISHARES TR
Shares11.1K
Event2026-03-31
Filed2026-05-08
CSCO
1.22%CISCO SYS INC
Shares12.1K
Event2026-03-31
Filed2026-05-08
VB
103.82%Vanguard Small-Cap ETF
Shares3.6K
Event2026-03-31
Filed2026-05-08
EFG
NewiShares MSCI EAFE Growth ETF
Shares8.2K
Event2026-03-31
Filed2026-05-08
MCD
81.41%McDonald's Corp
Shares3.0K
Event2026-03-31
Filed2026-05-08
INVESCO EXCHANGE TRADED FD T
-0.21%INVESCO EXCHANGE TRADED FD T
Shares4.8K
Event2026-03-31
Filed2026-05-08
DUKE ENERGY CORP NEW
-0.41%DUKE ENERGY CORP NEW
Shares7.2K
Event2026-03-31
Filed2026-05-08
VTEB
NewVanguard Tax-Exempt Bond ETF
Shares17.2K
Event2026-03-31
Filed2026-05-08
IBDT
0.00%iShares iBonds Dec 2028 Term Corporate ETF
Shares32.7K
Event2026-03-31
Filed2026-05-08
IBDS
0.00%iShares iBonds Dec 2027 Term Corp ETF
Shares34.2K
Event2026-03-31
Filed2026-05-08
IBDR
0.00%iShares IBonds Dec. 2026 Corporate Bond ETF
Shares34.1K
Event2026-03-31
Filed2026-05-08
SPMD
0.00%SPDR Portfolio S&P 400 Mid Cap ETF
Shares14.1K
Event2026-03-31
Filed2026-05-08
IEMG
0.00%ISHARES INC
Shares11.9K
Event2026-03-31
Filed2026-05-08
IEF
NewiShares 7-10 Year Treasury Bond ETF
Shares8.3K
Event2026-03-31
Filed2026-05-08
PNC
100.00%PNC Financial Services Group Inc
Shares3.8K
Event2026-03-31
Filed2026-05-08
COST
1.26%COSTCO WHOLESALE CORPORATION
Shares803
Event2026-03-31
Filed2026-05-08
LLY
1.85%ELI LILLY & CO
Shares824
Event2026-03-31
Filed2026-05-08
GLDM
NewSPDR Gold MiniShares
Shares8.8K
Event2026-03-31
Filed2026-05-08
CL
108.75%Colgate-Palmolive Co
Shares9.3K
Event2026-03-31
Filed2026-05-08
SYK
110.83%Stryker Corp
Shares2.1K
Event2026-03-31
Filed2026-05-08
IVW
100.00%iShares S&P 500 Growth ETF
Shares5.9K
Event2026-03-31
Filed2026-05-08
JHMM
0.00%JOHN HANCOCK MULTIFACTOR MID CAP ETF
Shares10.9K
Event2026-03-31
Filed2026-05-08
META
11.17%META PLATFORMS INC
Shares1.1K
Event2026-03-31
Filed2026-05-08
EMXC
-9.91%ISHARES INC
Shares9.1K
Event2026-03-31
Filed2026-05-08
USMV
0.00%iShares MSCI USA Min Vol Factor ETF
Shares7.6K
Event2026-03-31
Filed2026-05-08
VXF
100.00%Vanguard Extended Market ETF
Shares3.2K
Event2026-03-31
Filed2026-05-08
TSLA
10.82%TESLA INC
Shares1.6K
Event2026-03-31
Filed2026-05-08
SCHE
8.11%SCHWAB STRATEGIC TR
Shares19.6K
Event2026-03-31
Filed2026-05-08
NFLX
1.60%NETFLIX INC.
Shares6.7K
Event2026-03-31
Filed2026-05-08
OUSM
0.00%ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF
Shares13.6K
Event2026-03-31
Filed2026-05-08
ET
0.00%ENERGY TRANSFER L P
Shares35.5K
Event2026-03-31
Filed2026-05-08
XLK
0.00%SELECT SECTOR SPDR TR
Shares4.1K
Event2026-03-31
Filed2026-05-08
GSLC
0.00%GOLDMAN SACHS ETF TR
Shares4.3K
Event2026-03-31
Filed2026-05-08
SUB
100.00%iShares Short-Term National Muni Bd ETF
Shares5.1K
Event2026-03-31
Filed2026-05-08
JPST
-0.10%J P MORGAN EXCHANGE TRADED F
Shares10.6K
Event2026-03-31
Filed2026-05-08
IBDU
NewISHARES IBONDS DEC 2029 TERM CORPORATE ETF
Shares22.5K
Event2026-03-31
Filed2026-05-08
SO
103.09%Southern Co
Shares5.9K
Event2026-03-31
Filed2026-05-08
UCON
0.00%First Trust TCW Unconstrained Plus Bond ETF
Shares20.4K
Event2026-03-31
Filed2026-05-08
INTF
0.00%ISHARES TR
Shares13.3K
Event2026-03-31
Filed2026-05-08
PDEC
0.00%INNOVATOR ETFS TRUST
Shares11.8K
Event2026-03-31
Filed2026-05-08
AFL
0.00%AFLAC INC
Shares4.5K
Event2026-03-31
Filed2026-05-08
LOW
-0.25%LOWES COS INC
Shares2.0K
Event2026-03-31
Filed2026-05-08
KR
101.08%The Kroger Co
Shares7.4K
Event2026-03-31
Filed2026-05-08
VFLO
0.00%VICTORYSHARES FREE CASH FLOW ETF
Shares11.6K
Event2026-03-31
Filed2026-05-08
WM
0.00%WASTE MGMT INC DEL
Shares1.9K
Event2026-03-31
Filed2026-05-08
XLV
0.00%SELECT SECTOR SPDR TR
Shares2.9K
Event2026-03-31
Filed2026-05-08
AXP
1.58%AMERICAN EXPRESS CO
Shares1.3K
Event2026-03-31
Filed2026-05-08
ELV
-0.41%ELEVANCE HEALTH INC FORMERLY
Shares1.2K
Event2026-03-31
Filed2026-05-08
XFIX
0.00%F/M OPPORTUNISTIC INCOME ETF
Shares7.7K
Event2026-03-31
Filed2026-05-08
CRS
0.00%CARPENTER TECHNOLOGY CORP
Shares1.0K
Event2026-03-31
Filed2026-05-08
AFG
0.00%AMERICAN FINANCIAL GROUP INC
Shares2.8K
Event2026-03-31
Filed2026-05-08
IEFA
0.00%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-05-08
MA
-0.14%MASTERCARD INCORPORATED
Shares719
Event2026-03-31
Filed2026-05-08
T
-0.33%AT&T INC
Shares13.1K
Event2026-03-31
Filed2026-05-08
DE
0.00%DEERE & CO
Shares566
Event2026-03-31
Filed2026-05-08
IWB
NewiShares Russell 1000 ETF
Shares850
Event2026-03-31
Filed2026-05-08
HI
-50.63%Hillenbrand Inc
Shares10.0K
Event2026-03-31
Filed2026-05-08
Invesco S&P 500 Low Volatility ETF
0.00%Invesco S&P 500 Low Volatility ETF
Shares4.4K
Event2026-03-31
Filed2026-05-08
RITM
0.00%New Residential Investment Corp
Shares28.7K
Event2026-03-31
Filed2026-05-08
CARR
3.59%CARRIER GLOBAL CORPORATION
Shares5.8K
Event2026-03-31
Filed2026-05-08
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares884
Event2026-03-31
Filed2026-05-08
GLW
NewCORNING INC
Shares2.2K
Event2026-03-31
Filed2026-05-08
ECG
0.00%EVERUS CONSTR GROUP
Shares2.5K
Event2026-03-31
Filed2026-05-08
AMAT
5.70%APPLIED MATLS INC
Shares835
Event2026-03-31
Filed2026-05-08
AGNC
0.00%AMERICAN CAPITAL AGENCY CORP.
Shares26.6K
Event2026-03-31
Filed2026-05-08
IUSB
0.00%iShares Core Total Bond Market ETF
Shares5.9K
Event2026-03-31
Filed2026-05-08
UNP
1.36%UNION PAC CORP
Shares1.1K
Event2026-03-31
Filed2026-05-08
OTIS
0.00%OTIS WORLDWIDE CORP
Shares3.1K
Event2026-03-31
Filed2026-05-08
XLY
0.00%SELECT SECTOR SPDR TR
Shares2.2K
Event2026-03-31
Filed2026-05-08
KO
3.91%COCA COLA CO
Shares3.5K
Event2026-03-31
Filed2026-05-08
BK
3.31%BANK NEW YORK MELLON CORP
Shares2.2K
Event2026-03-31
Filed2026-05-08
SCHZ
0.87%SCHWAB STRATEGIC TR
Shares11.1K
Event2026-03-31
Filed2026-05-08
MO
4.31%ALTRIA GROUP INC
Shares3.9K
Event2026-03-31
Filed2026-05-08
STRV
0.00%Strive 500 ETF
Shares5.7K
Event2026-03-31
Filed2026-05-08
ZTEN
0.00%F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares4.9K
Event2026-03-31
Filed2026-05-08
XLI
0.00%Industrial Select Sector SPDR ETF
Shares1.6K
Event2026-03-31
Filed2026-05-08
EXG
0.00%EV Tax-Mgd Gbl Div Equity Income
Shares26.1K
Event2026-03-31
Filed2026-05-08
VOT
NewVanguard Mid-Cap Growth ETF
Shares854
Event2026-03-31
Filed2026-05-08
SCHO
NewSchwab Short-Term US Treasury ETF
Shares9.7K
Event2026-03-31
Filed2026-05-08
JAJL
0.00%INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL
Shares8.0K
Event2026-03-31
Filed2026-05-08
BSV
NewVANGUARD BD INDEX FDS
Shares2.9K
Event2026-03-31
Filed2026-05-08
AMP
-0.86%AMERIPRISE FINL INC
Shares463
Event2026-03-31
Filed2026-05-08
EMR
7.51%EMERSON ELEC CO
Shares1.7K
Event2026-03-31
Filed2026-05-08
USRT
NewiShares Core US REIT ETF
Shares3.9K
Event2026-03-31
Filed2026-05-08
VGT
-7.31%VANGUARD WORLD FD
Shares317
Event2026-03-31
Filed2026-05-08
DIS
-1.88%DISNEY WALT CO
Shares2.3K
Event2026-03-31
Filed2026-05-08
IBMQ
0.00%iShares iBonds DEC 2028 Term Muni Bond ETF
Shares8.5K
Event2026-03-31
Filed2026-05-08
IBMP
0.00%iShares iBonds Dec 2027 Term Muni Bd ETF
Shares8.5K
Event2026-03-31
Filed2026-05-08
IBMO
0.00%iShares iBonds Dec 2026 Term Muni Bond ETF
Shares8.5K
Event2026-03-31
Filed2026-05-08
IBMR
NewiShares iBonds DEC 2029 Term Muni Bond ETD
Shares8.5K
Event2026-03-31
Filed2026-05-08
DFUV
0.00%DIMENSIONAL US MARKETWIDE VALUE ETF
Shares4.6K
Event2026-03-31
Filed2026-05-08
MDU
0.00%MDU RES GROUP INC
Shares10.0K
Event2026-03-31
Filed2026-05-08
ATI
NewATI INC
Shares1.4K
Event2026-03-31
Filed2026-05-08
PM
NewPHILIP MORRIS INTL INC
Shares1.2K
Event2026-03-31
Filed2026-05-08
OAKTREE SPECIALTY LENDING
0.00%OAKTREE SPECIALTY LENDING
Shares11.8K
Event2026-03-31
Filed2026-05-08
HRTX
NewHERON THERAPEUTICS INC COM
Shares41.6K
Event2026-03-31
Filed2026-05-08
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