Sponsored
The Analysis of IMA Advisory Services, Inc.'s Holdings & P&L
Currently, IMA Advisory Services, Inc. holds 1033 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in SCZ (+100.4K shares, valued at $7.9M), VBIL (+29.3K shares, valued at $2.2M), SPYG (+20.3K shares, valued at $2.0M); decreased their positions in LITE (-3.5K shares, valued at $2.4M), SHV (-21.7K shares, valued at $2.4M), BIL (-23.3K shares, valued at $2.1M); initiated new positions in ISHG (+3.2K shares, valued at $237.5K), USHY (+4.8K shares, valued at $175.9K), N/A (+507 shares, valued at $100.0K).
1M P&L
+51.8M+4.87%
3M P&L
+64.9M+6.19%
HY P&L
+121.4M+12.22%
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/A757.9M
76.2%
2Semiconductors28.5M
2.9%
3Software - Infrastructure17.2M
1.7%
Top Industries by Stock Count
1N/A173 stocks
20.9%
2Software - Application29 stocks
3.5%
3Semiconductors22 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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PABD ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI WORLD EX USA ETF7.0K shares0.00%2026-03-312026-05-06
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GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT175 shares0.00%2026-03-312026-05-06
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Solstice Advanced Materials Inc Solstice Advanced Materials Inc196 shares752.17%2026-03-312026-05-06
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VV
0.62%VANGUARD LARGE CAP
Shares264.3K
Event2026-03-31
Filed2026-05-06
SUSA
1.56%ISHARES MSCI USA ESG SELECT ETF
Shares522.5K
Event2026-03-31
Filed2026-05-06
DMXF
0.50%ISHARES ESG ADVANCED MSCI EAFE ETF
Shares736.6K
Event2026-03-31
Filed2026-05-06
DSI
1.14%ISHARES TR KLD 400 SOCIAL INDEX FD
Shares412.6K
Event2026-03-31
Filed2026-05-06
SCHX
3.56%Schwab US Large-Cap ETF
Shares1.9M
Event2026-03-31
Filed2026-05-06
VSGX
-4.17%VANGUARD ESG INTERNATIONAL STOCK ETF
Shares479.5K
Event2026-03-31
Filed2026-05-06
ESGV
-0.01%VANGUARD ESG U.S. STOCK ETF
Shares273.0K
Event2026-03-31
Filed2026-05-06
JCPB
2.02%JPMorgan Core Plus Bond ETF
Shares579.1K
Event2026-03-31
Filed2026-05-06
VXUS
-7.69%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares316.1K
Event2026-03-31
Filed2026-05-06
BSCU
2.29%Invesco BulletShares 2030 Corp Bd ETF
Shares1.4M
Event2026-03-31
Filed2026-05-06
BSCT
2.34%Invesco BulletShares 2029 Corp Bd ETF
Shares1.3M
Event2026-03-31
Filed2026-05-06
SCHB
-2.16%Schwab US Broad Market ETF
Shares853.9K
Event2026-03-31
Filed2026-05-06
SPY
0.27%State Street SPDR S&P 500 ETF Trust
Shares29.1K
Event2026-03-31
Filed2026-05-06
BND
2.51%Vanguard Total Bond Market ETF
Shares248.9K
Event2026-03-31
Filed2026-05-06
SCZ
80.35%ISHARES MSCI EAFE SMALL CAP ETF
Shares225.3K
Event2026-03-31
Filed2026-05-06
SCHM
1.85%Schwab US Mid-Cap ETF
Shares468.8K
Event2026-03-31
Filed2026-05-06
SCHA
3.03%Schwab US Small-Cap ETF
Shares483.9K
Event2026-03-31
Filed2026-05-06
HYDB
-0.50%iShares High Yield Systematic Bond ETF
Shares293.4K
Event2026-03-31
Filed2026-05-06
VSS
-0.44%VANGUARD FTSE AW X-US SM CAP
Shares87.5K
Event2026-03-31
Filed2026-05-06
NVDA
-0.90%NVIDIA Corp
Shares67.1K
Event2026-03-31
Filed2026-05-06
SCHF
7.49%Schwab International Equity ETF
Shares452.2K
Event2026-03-31
Filed2026-05-06
UITB
9.02%VictoryShares Core Intermediate Bond ETF
Shares220.1K
Event2026-03-31
Filed2026-05-06
AAPL
-1.86%Apple Inc
Shares39.9K
Event2026-03-31
Filed2026-05-06
VCEB
0.76%VANGUARD ESG U.S. CORPORATE BOND ETF
Shares149.7K
Event2026-03-31
Filed2026-05-06
MSFT
3.00%Microsoft Corp
Shares22.3K
Event2026-03-31
Filed2026-05-06
Alphabet Inc C
-3.05%Alphabet Inc C
Shares27.7K
Event2026-03-31
Filed2026-05-06
SCHD
-1.33%Schwab US Dividend Equity ETF
Shares247.1K
Event2026-03-31
Filed2026-05-06
META
-2.11%Meta Platforms Inc Class A
Shares13.2K
Event2026-03-31
Filed2026-05-06
EFA
0.00%ISHARES MSCI EAFE ETF
Shares75.6K
Event2026-03-31
Filed2026-05-06
AMZN
-1.75%Amazon.com Inc
Shares34.6K
Event2026-03-31
Filed2026-05-06
LMBS
2.30%First Trust Low Duration Oppos ETF
Shares142.2K
Event2026-03-31
Filed2026-05-06
MU
-9.63%Micron Technology Inc
Shares20.9K
Event2026-03-31
Filed2026-05-06
BSJT
3.41%Invesco BulletShares 2029 HY Corp Bd ETF
Shares330.3K
Event2026-03-31
Filed2026-05-06
WMT
-1.47%Wal-Mart Stores Inc
Shares54.3K
Event2026-03-31
Filed2026-05-06
FAST
0.00%Fastenal Co
Shares145.1K
Event2026-03-31
Filed2026-05-06
SCHG
7.38%Schwab US Large-Cap Growth ETF
Shares228.1K
Event2026-03-31
Filed2026-05-06
VTI
0.81%VANGUARD TOTAL STOCK MARKET ETF
Shares20.6K
Event2026-03-31
Filed2026-05-06
LITE
-27.11%Lumentum Holdings Inc
Shares9.3K
Event2026-03-31
Filed2026-05-06
JPM
-3.16%JPMorgan Chase & Co
Shares20.9K
Event2026-03-31
Filed2026-05-06
VEU
0.82%VANGUARD FTSE ALL-WORLD EX-US
Shares80.8K
Event2026-03-31
Filed2026-05-06
FPE
3.37%First Trust Preferred Sec & Inc ETF
Shares340.9K
Event2026-03-31
Filed2026-05-06
CRWD
1.71%CrowdStrike Holdings Inc
Shares14.9K
Event2026-03-31
Filed2026-05-06
FNDX
2.38%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares207.0K
Event2026-03-31
Filed2026-05-06
VLO
-9.68%Valero Energy Corp
Shares22.3K
Event2026-03-31
Filed2026-05-06
DYNF
4.77%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares93.2K
Event2026-03-31
Filed2026-05-06
PG
-1.51%Procter & Gamble Co
Shares37.0K
Event2026-03-31
Filed2026-05-06
IJR
2.88%ISHARES S&P SMALLCAP 600 ETF
Shares38.5K
Event2026-03-31
Filed2026-05-06
Citigroup Inc
-1.58%Citigroup Inc
Shares40.9K
Event2026-03-31
Filed2026-05-06
AMD
8.50%Advanced Micro Devices Inc
Shares22.6K
Event2026-03-31
Filed2026-05-06
ONTO
-2.84%Onto Innovation Inc
Shares22.0K
Event2026-03-31
Filed2026-05-06
GWW
-2.68%W.W. Grainger Inc
Shares3.8K
Event2026-03-31
Filed2026-05-06
CTAS
0.03%Cintas Corp
Shares24.5K
Event2026-03-31
Filed2026-05-06
AVUV
3.60%Avantis U.S. Small Cap Value ETF
Shares37.4K
Event2026-03-31
Filed2026-05-06
EXEL
-4.77%Exelixis Inc
Shares94.7K
Event2026-03-31
Filed2026-05-06
KMI
-10.08%Kinder Morgan Inc P
Shares120.5K
Event2026-03-31
Filed2026-05-06
DDOG
7.94%Datadog Inc
Shares33.9K
Event2026-03-31
Filed2026-05-06
DHR
0.02%Danaher Corp
Shares20.0K
Event2026-03-31
Filed2026-05-06
XOM
-0.82%Exxon Mobil Corp
Shares22.0K
Event2026-03-31
Filed2026-05-06
ISRA
0.85%VANECK ISRAEL ETF
Shares61.6K
Event2026-03-31
Filed2026-05-06
AMAT
-1.03%Applied Materials Inc
Shares10.8K
Event2026-03-31
Filed2026-05-06
QCOM
-1.07%QUALCOMM Inc
Shares28.6K
Event2026-03-31
Filed2026-05-06
IVV
0.00%iShares Core S&P 500 ETF
Shares5.6K
Event2026-03-31
Filed2026-05-06
V
-2.07%Visa Inc Class A
Shares11.9K
Event2026-03-31
Filed2026-05-06
TSLA
-0.51%Tesla Motors Inc
Shares9.3K
Event2026-03-31
Filed2026-05-06
EFAV
-6.73%iShares MSCI EAFE Min Vol Factor ETF
Shares37.2K
Event2026-03-31
Filed2026-05-06
SPYG
142.66%SPDR Portfolio S&P 500 Growth ETF
Shares34.5K
Event2026-03-31
Filed2026-05-06
Vanguard S&P 500 ETF
-4.56%Vanguard S&P 500 ETF
Shares5.4K
Event2026-03-31
Filed2026-05-06
TJX
-5.65%TJX Companies Inc
Shares19.8K
Event2026-03-31
Filed2026-05-06
PABU
-0.08%ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF
Shares47.1K
Event2026-03-31
Filed2026-05-06
Broadcom Inc Com
-1.22%Broadcom Inc Com
Shares10.0K
Event2026-03-31
Filed2026-05-06
IGF
0.00%ISHARES GLOBAL INFRASTRUCTURE ETF
Shares46.3K
Event2026-03-31
Filed2026-05-06
PSTG
-0.05%Everpure Inc
Shares52.5K
Event2026-03-31
Filed2026-05-06
AVEM
3.40%Avantis Emerging Markets Equity ETF
Shares37.5K
Event2026-03-31
Filed2026-05-06
CVX
-3.63%Chevron Corp
Shares13.4K
Event2026-03-31
Filed2026-05-06
ESGD
0.00%ISHARES ESG AWARE MSCI EAFE ETF
Shares28.9K
Event2026-03-31
Filed2026-05-06
OMF
-6.11%Onemain Hldgs Inc
Shares50.6K
Event2026-03-31
Filed2026-05-06
MTZ
-1.29%MasTec Inc
Shares8.0K
Event2026-03-31
Filed2026-05-06
KNX
-3.44%Knight Swift Transn Hldgs Inc
Shares44.6K
Event2026-03-31
Filed2026-05-06
MELI
-0.75%MercadoLibre Inc
Shares1.5K
Event2026-03-31
Filed2026-05-06
JNJ
0.00%Johnson & Johnson
Shares10.3K
Event2026-03-31
Filed2026-05-06
IWV
0.00%iShares Russell 3000 ETF
Shares6.7K
Event2026-03-31
Filed2026-05-06
ISRG
-0.45%Intuitive Surgical Inc
Shares5.3K
Event2026-03-31
Filed2026-05-06
COF
-0.90%Capital One Financial Corp
Shares13.4K
Event2026-03-31
Filed2026-05-06
Marvell Technology Inc
3.27%Marvell Technology Inc
Shares24.2K
Event2026-03-31
Filed2026-05-06
Merck & Co Inc
-5.30%Merck & Co Inc
Shares19.6K
Event2026-03-31
Filed2026-05-06
ZBRA
0.00%Zebra Technologies Corp
Shares11.0K
Event2026-03-31
Filed2026-05-06
VBIL
6022.79%VANGUARD 0-3 MONTH TREASURY BILL ETF
Shares29.8K
Event2026-03-31
Filed2026-05-06
ABBV
-2.68%AbbVie Inc
Shares9.9K
Event2026-03-31
Filed2026-05-06
BIL
-50.38%SPDR Blmbg 1-3 Mth T-Bill ETF
Shares22.9K
Event2026-03-31
Filed2026-05-06
The Cigna Group
-2.18%The Cigna Group
Shares7.9K
Event2026-03-31
Filed2026-05-06
AMP
-5.90%Ameriprise Financial Inc
Shares4.6K
Event2026-03-31
Filed2026-05-06
LHX
0.00%L3Harris Technologies Inc
Shares5.6K
Event2026-03-31
Filed2026-05-06
NKE
-3.90%Nike Inc B
Shares35.5K
Event2026-03-31
Filed2026-05-06
ASML
2.03%ASML Holding NV
Shares1.4K
Event2026-03-31
Filed2026-05-06
LOW
-2.05%Lowe's Companies Inc
Shares7.7K
Event2026-03-31
Filed2026-05-06
AOR
2.75%ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD
Shares26.2K
Event2026-03-31
Filed2026-05-06
DFAC
0.00%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares43.1K
Event2026-03-31
Filed2026-05-06
ORCL
811.80%Oracle Corp
Shares11.4K
Event2026-03-31
Filed2026-05-06
REGN
-0.74%Regeneron Pharmaceuticals Inc
Shares2.1K
Event2026-03-31
Filed2026-05-06
Berkshire Hathaway Inc B
-3.74%Berkshire Hathaway Inc B
Shares3.4K
Event2026-03-31
Filed2026-05-06
VEA
0.17%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares25.2K
Event2026-03-31
Filed2026-05-06
ITW
0.00%Illinois Tool Works Inc
Shares6.2K
Event2026-03-31
Filed2026-05-06
BAC
-10.21%Bank of America Corporation
Shares31.4K
Event2026-03-31
Filed2026-05-06
DE
0.00%Deere & Co
Shares2.6K
Event2026-03-31
Filed2026-05-06
BRK.A
0.00%Berkshire Hathaway Inc A
Shares2
Event2026-03-31
Filed2026-05-06
SCHC
4.12%Schwab International Small-Cap Eq ETF
Shares30.6K
Event2026-03-31
Filed2026-05-06
CARR
-1.09%Carrier Global Corp-Wi
Shares25.4K
Event2026-03-31
Filed2026-05-06
GNRC
-0.65%Generac Holdings Inc
Shares7.2K
Event2026-03-31
Filed2026-05-06
XPO
-1.08%XPO Inc
Shares7.1K
Event2026-03-31
Filed2026-05-06
TRIP
-1.15%Tripadvisor Inc
Shares129.2K
Event2026-03-31
Filed2026-05-06
UNH
0.86%UnitedHealth Group Inc
Shares5.1K
Event2026-03-31
Filed2026-05-06
ULTA
-0.53%Ulta Beauty Inc
Shares2.6K
Event2026-03-31
Filed2026-05-06
VSAT
-1.19%Viasat Inc
Shares28.7K
Event2026-03-31
Filed2026-05-06
SCHV
0.00%Schwab US Large-Cap Value ETF
Shares42.6K
Event2026-03-31
Filed2026-05-06
BSX
6.65%Boston Scientific Corp
Shares20.5K
Event2026-03-31
Filed2026-05-06
FANG
-0.67%Diamondback Energy Inc COM
Shares6.2K
Event2026-03-31
Filed2026-05-06
JSTC
-3.86%ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF
Shares62.2K
Event2026-03-31
Filed2026-05-06
MP
12.02%MP Materials Corp
Shares23.6K
Event2026-03-31
Filed2026-05-06
CRM
-0.85%Salesforce Inc
Shares6.0K
Event2026-03-31
Filed2026-05-06
EQIX
-17.56%Equinix Inc
Shares1.1K
Event2026-03-31
Filed2026-05-06
ACWX
0.00%ISHARES MSCI ACWI EX U.S. ETF
Shares15.1K
Event2026-03-31
Filed2026-05-06
ELV
-1.09%Elevance Health Inc
Shares3.5K
Event2026-03-31
Filed2026-05-06
ZTS
-0.63%Zoetis Inc
Shares8.3K
Event2026-03-31
Filed2026-05-06
Invesco QQQ Trust
7.01%Invesco QQQ Trust
Shares1.7K
Event2026-03-31
Filed2026-05-06
ALAB
4.10%Astera Labs Inc
Shares8.4K
Event2026-03-31
Filed2026-05-06
FOUR
-0.29%Shift4 Payments Inc
Shares21.0K
Event2026-03-31
Filed2026-05-06
MA
0.06%Mastercard Inc A
Shares1.8K
Event2026-03-31
Filed2026-05-06
SPYX
0.25%STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
Shares16.3K
Event2026-03-31
Filed2026-05-06
ALL
-0.51%Allstate Corp
Shares4.1K
Event2026-03-31
Filed2026-05-06
FDX
-1.24%FedEx Corp
Shares2.2K
Event2026-03-31
Filed2026-05-06
SBUX
0.00%Starbucks Corp
Shares8.8K
Event2026-03-31
Filed2026-05-06
IJH
0.01%iShares Core S&P Mid-Cap ETF
Shares11.5K
Event2026-03-31
Filed2026-05-06
ADP
-0.24%Automatic Data Processing Inc
Shares3.8K
Event2026-03-31
Filed2026-05-06
OTEX
3.32%Open Text Corp
Shares32.8K
Event2026-03-31
Filed2026-05-06
AZTA
8.61%Azenta Inc
Shares34.0K
Event2026-03-31
Filed2026-05-06
OTIS
-2.92%OTIS Worldwide Corp-Wi
Shares9.2K
Event2026-03-31
Filed2026-05-06
FTV
0.00%Fortive Corp Com
Shares12.5K
Event2026-03-31
Filed2026-05-06
DOCU
-1.53%Docusign INC
Shares14.2K
Event2026-03-31
Filed2026-05-06
VLTO
0.00%Veralto Corp
Shares7.6K
Event2026-03-31
Filed2026-05-06
IBM
-0.14%International Business Machines Corp
Shares2.8K
Event2026-03-31
Filed2026-05-06
BSJS
3.62%Invesco BulletShares 2028 HY Corp Bd ETF
Shares30.2K
Event2026-03-31
Filed2026-05-06
DraftKings Inc
-0.55%DraftKings Inc
Shares30.0K
Event2026-03-31
Filed2026-05-06
KO
0.06%Coca-Cola Co
Shares8.4K
Event2026-03-31
Filed2026-05-06
ITOT
0.00%iShares Core S&P Total US Stock Mkt ETF
Shares4.3K
Event2026-03-31
Filed2026-05-06
IEI
-32.51%iShares 3-7 Year Treasury Bond ETF
Shares4.9K
Event2026-03-31
Filed2026-05-06
ORLY
0.00%O'Reilly Automotive Inc
Shares6.0K
Event2026-03-31
Filed2026-05-06
DY
0.00%Dycom Industries Inc
Shares1.6K
Event2026-03-31
Filed2026-05-06
TGT
0.09%Target Corp
Shares4.3K
Event2026-03-31
Filed2026-05-06
PABD
0.00%ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI WORLD EX USA ETF
Shares7.0K
Event2026-03-31
Filed2026-05-06
NET
64.65%Cloudflare Inc
Shares2.1K
Event2026-03-31
Filed2026-05-06
RPV
-3.30%INVESCO S&P 500 PURE VALUE ETF
Shares4.1K
Event2026-03-31
Filed2026-05-06
XLK
0.00%TECHNOLOGY SELECT SECTOR SPDR
Shares3.3K
Event2026-03-31
Filed2026-05-06
AOA
0.28%ISHARES TR S&P AGGRESSIVE ALLOCATION FD
Shares4.7K
Event2026-03-31
Filed2026-05-06
BMY
0.19%Bristol-Myers Squibb Company
Shares6.9K
Event2026-03-31
Filed2026-05-06
VT
1.46%VANGUARD TOTAL WORLD STOCK ETF
Shares3.0K
Event2026-03-31
Filed2026-05-06
HD
0.00%The Home Depot Inc
Shares1.2K
Event2026-03-31
Filed2026-05-06
GLD
0.00%SPDR Gold Shares
Shares925
Event2026-03-31
Filed2026-05-06
IRTC
0.00%iRhythm Technologies Inc
Shares3.2K
Event2026-03-31
Filed2026-05-06
FBIN
3.25%Fortune Brands Innovations Inc
Shares9.7K
Event2026-03-31
Filed2026-05-06
TXN
0.00%Texas Instruments Inc
Shares1.8K
Event2026-03-31
Filed2026-05-06
ILMN
2.13%Illumina Inc
Shares2.8K
Event2026-03-31
Filed2026-05-06
IWF
0.00%iShares Russell 1000 Growth ETF
Shares784
Event2026-03-31
Filed2026-05-06
VB
3.22%VANGUARD SMALL CAP ETF
Shares1.2K
Event2026-03-31
Filed2026-05-06
IRM
-6.22%Iron Mountain Inc
Shares2.8K
Event2026-03-31
Filed2026-05-06
RSPF
0.00%Invesco S&P 500 Equal Weight Fincl ETF
Shares4.0K
Event2026-03-31
Filed2026-05-06
COST
0.00%Costco Wholesale Corp
Shares280
Event2026-03-31
Filed2026-05-06
LECO
0.00%Lincoln Electric Holdings Inc
Shares1.0K
Event2026-03-31
Filed2026-05-06
BSJV
22.03%Invesco BulletShares 2031 HY Corp Bd ETF
Shares9.4K
Event2026-03-31
Filed2026-05-06
NACP
0.00%TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF
Shares5.0K
Event2026-03-31
Filed2026-05-06
ISHG
NewiShares 1-3 Year International TrsBd ETF
Shares3.2K
Event2026-03-31
Filed2026-05-06
AXP
0.13%American Express Co
Shares759
Event2026-03-31
Filed2026-05-06
BSJU
5.71%Invesco BulletShares 2030 HY Corp Bd ETF
Shares8.5K
Event2026-03-31
Filed2026-05-06
BSCR
0.55%Invesco BulletShares 2027 Corporate Bond ETF
Shares10.5K
Event2026-03-31
Filed2026-05-06
EXPE
0.00%Expedia Inc
Shares874
Event2026-03-31
Filed2026-05-06
CAH
0.21%Cardinal Health Inc
Shares948
Event2026-03-31
Filed2026-05-06
ABT
0.58%Abbott Laboratories
Shares1.9K
Event2026-03-31
Filed2026-05-06
VTEB
0.00%Vanguard Tax-Exempt Bond ETF
Shares3.9K
Event2026-03-31
Filed2026-05-06
G
0.00%Genpact Ltd
Shares5.0K
Event2026-03-31
Filed2026-05-06
HYMB
-10.10%SPDR Nuveen Blmbg Hi Yld Muncpl Bd ETF
Shares7.1K
Event2026-03-31
Filed2026-05-06
USHY
NewiShares Broad USD High Yield Corporate Bond ETF
Shares4.8K
Event2026-03-31
Filed2026-05-06
Blackstone Inc
54.95%Blackstone Inc
Shares1.5K
Event2026-03-31
Filed2026-05-06
RAL
0.00%Ralliant Corp
Shares4.2K
Event2026-03-31
Filed2026-05-06
VTRS
-0.53%Viatris Inc
Shares12.2K
Event2026-03-31
Filed2026-05-06
APD
0.00%Air Products & Chemicals Inc
Shares562
Event2026-03-31
Filed2026-05-06
CHSCM
0.00%CHS Inc
Shares6.7K
Event2026-03-31
Filed2026-05-06
IVW
36.28%iShares S&P 500 Growth ETF
Shares1.4K
Event2026-03-31
Filed2026-05-06
RDVY
0.00%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares2.3K
Event2026-03-31
Filed2026-05-06
CHSCL
0.00%CHS Inc
Shares6.2K
Event2026-03-31
Filed2026-05-06
AOM
0.00%ISHARES TR S&P MODERATE ALLOCATION FD
Shares3.2K
Event2026-03-31
Filed2026-05-06
UBER
-0.45%Uber Technologies Inc
Shares2.0K
Event2026-03-31
Filed2026-05-06
LLY
0.69%Eli Lilly and Co
Shares145
Event2026-03-31
Filed2026-05-06
ADM
0.00%Archer-Daniels Midland Co
Shares1.8K
Event2026-03-31
Filed2026-05-06
AOK
5.63%ISHARES TR S&P CONSERVATIVE ALLOCATION FD
Shares3.2K
Event2026-03-31
Filed2026-05-06
BSCS
0.47%Invesco BulletShares 2028 Corporate Bond ETF
Shares6.2K
Event2026-03-31
Filed2026-05-06
IVE
35.84%iShares S&P 500 Value ETF
Shares595
Event2026-03-31
Filed2026-05-06
SHV
-95.07%ISHARES SHORT TREASURY BOND ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
CAT
0.00%Caterpillar Inc
Shares172
Event2026-03-31
Filed2026-05-06
SDVY
0.00%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares3.0K
Event2026-03-31
Filed2026-05-06
Alphabet Inc A
-2.39%Alphabet Inc A
Shares409
Event2026-03-31
Filed2026-05-06
SCHW
-0.16%Charles Schwab Corp
Shares1.2K
Event2026-03-31
Filed2026-05-06
TXT
0.00%Textron Inc
Shares1.3K
Event2026-03-31
Filed2026-05-06
MUB
0.00%iShares National Muni Bond ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
MPC
0.00%Marathon Petroleum Corp
Shares462
Event2026-03-31
Filed2026-05-06
WM
0.00%Waste Management Inc
Shares489
Event2026-03-31
Filed2026-05-06
DAL
0.30%Delta Air Lines Inc
Shares1.7K
Event2026-03-31
Filed2026-05-06
NVS
-0.42%Novartis Ag
Shares707
Event2026-03-31
Filed2026-05-06
IXJ
0.00%ISHARES GLOBAL HEALTHCARE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-06
GH
0.00%Guardant Health Inc COM
Shares1.1K
Event2026-03-31
Filed2026-05-06
CMCSA
0.88%Comcast Corp Class A
Shares3.5K
Event2026-03-31
Filed2026-05-06
NFLX
0.00%Netflix Inc
Shares1.1K
Event2026-03-31
Filed2026-05-06
Aon PLC
0.00%Aon PLC
Shares312
Event2026-03-31
Filed2026-05-06
AstraZeneca PLC
NewAstraZeneca PLC
Shares507
Event2026-03-31
Filed2026-05-06
PAVE
0.00%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares1.9K
Event2026-03-31
Filed2026-05-06
MCD
0.00%McDonald's Corp
Shares316
Event2026-03-31
Filed2026-05-06
WFC-PL
0.00%Wells Fargo & Co
Shares85
Event2026-03-31
Filed2026-05-06
TRV
1.22%The Travelers Companies Inc
Shares331
Event2026-03-31
Filed2026-05-06
CL
0.00%Colgate-Palmolive Co
Shares1.1K
Event2026-03-31
Filed2026-05-06
PEP
-0.17%PepsiCo Inc
Shares593
Event2026-03-31
Filed2026-05-06
TSM
-2.91%Taiwan Semiconductor Manufacturing Co Ltd
Shares267
Event2026-03-31
Filed2026-05-06
TFC
-0.91%Truist Finl Corp Com
Shares2.0K
Event2026-03-31
Filed2026-05-06
GDX
0.00%MARKET VECTORS GOLD MINERS INDEX ETF
Shares961
Event2026-03-31
Filed2026-05-06
XLP
0.00%CONSUMER STAPLES SELECT SECTOR SPDR
Shares1.1K
Event2026-03-31
Filed2026-05-06
RGEN
0.00%Repligen Corp
Shares730
Event2026-03-31
Filed2026-05-06
ACWI
0.00%ISHARES TR MSCI ACWIINDEX FD
Shares601
Event2026-03-31
Filed2026-05-06
GILD
0.00%Gilead Sciences Inc
Shares566
Event2026-03-31
Filed2026-05-06
CRS
0.00%Carpenter Technology Corp
Shares196
Event2026-03-31
Filed2026-05-06
PSA
0.00%Public Storage
Shares284
Event2026-03-31
Filed2026-05-06
MS
-0.22%Morgan Stanley
Shares451
Event2026-03-31
Filed2026-05-06
GDXJ
0.00%MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW
Shares594
Event2026-03-31
Filed2026-05-06
SPSM
0.00%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares1.4K
Event2026-03-31
Filed2026-05-06
HYXF
0.94%ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
Shares1.5K
Event2026-03-31
Filed2026-05-06
TPL
0.00%Texas Pacific Land Corp
Shares144
Event2026-03-31
Filed2026-05-06
EA
0.00%Electronic Arts Inc
Shares335
Event2026-03-31
Filed2026-05-06
SJM
0.00%JM Smucker Co
Shares706
Event2026-03-31
Filed2026-05-06
EAOR
2.65%ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF
Shares1.9K
Event2026-03-31
Filed2026-05-06
SHW
0.00%Sherwin-Williams Co
Shares203
Event2026-03-31
Filed2026-05-06
VOOV
0.00%VANGUARD S&P 500 VALUE ETF
Shares318
Event2026-03-31
Filed2026-05-06
T
-1.08%AT&T Inc
Shares2.2K
Event2026-03-31
Filed2026-05-06
ECL
0.00%Ecolab Inc
Shares228
Event2026-03-31
Filed2026-05-06
AGG
0.00%ISHARES AGGREGATE BOND ETF
Shares604
Event2026-03-31
Filed2026-05-06
NUE
0.00%Nucor Corp
Shares346
Event2026-03-31
Filed2026-05-06
NEM
0.00%Newmont Corp
Shares526
Event2026-03-31
Filed2026-05-06
OKE
0.00%ONEOK Inc
Shares579
Event2026-03-31
Filed2026-05-06
GE Aerospace
-1.62%GE Aerospace
Shares182
Event2026-03-31
Filed2026-05-06
UNP
0.47%Union Pacific Corp
Shares213
Event2026-03-31
Filed2026-05-06
GEV
-21.33%GE Vernova Inc
Shares59
Event2026-03-31
Filed2026-05-06
FENY
0.00%FIDELITY MSCI ENERGY INDEX ETF
Shares1.5K
Event2026-03-31
Filed2026-05-06
FEOE
0.00%First Eagle Overseas Equity ETF
Shares999
Event2026-03-31
Filed2026-05-06
MLM
0.00%Martin Marietta Materials Inc
Shares85
Event2026-03-31
Filed2026-05-06
TMO
0.00%Thermo Fisher Scientific Inc
Shares99
Event2026-03-31
Filed2026-05-06
CPRT
0.00%Copart Inc
Shares1.4K
Event2026-03-31
Filed2026-05-06
SYK
0.00%Stryker Corp
Shares144
Event2026-03-31
Filed2026-05-06
CNC
-27.73%Centene Corp
Shares1.4K
Event2026-03-31
Filed2026-05-06
EVRG
0.00%Evergy Inc COM
Shares553
Event2026-03-31
Filed2026-05-06
ROK
0.00%Rockwell Automation Inc
Shares125
Event2026-03-31
Filed2026-05-06
IJJ
0.00%ISHARES S&P MIDCAP 400 VALUE ETF
Shares338
Event2026-03-31
Filed2026-05-06
SNX
12.88%SYNNEX Corp
Shares263
Event2026-03-31
Filed2026-05-06
UPS
0.70%United Parcel Service Inc Class B
Shares431
Event2026-03-31
Filed2026-05-06
BSJR
0.43%Invesco BulletShares 2027 HY Corp Bd ETF
Shares1.9K
Event2026-03-31
Filed2026-05-06
SPMD
0.00%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares700
Event2026-03-31
Filed2026-05-06
IJK
0.00%ISHARES S&P MIDCAP 400 GROWTH INDEX
Shares408
Event2026-03-31
Filed2026-05-06
ICE
0.00%Intercontinental Exchange Inc
Shares254
Event2026-03-31
Filed2026-05-06
CB
-0.81%Chubb Ltd
Shares122
Event2026-03-31
Filed2026-05-06
CHKP
0.00%Check Point Software Technologies Ltd
Shares274
Event2026-03-31
Filed2026-05-06
DVY
0.00%ISHARES DJ SELECT DIVIDEND
Shares250
Event2026-03-31
Filed2026-05-06
NEE
0.25%Nextera Energy Inc
Shares398
Event2026-03-31
Filed2026-05-06
NOC
0.00%Northrop Grumman Corp
Shares54
Event2026-03-31
Filed2026-05-06
Eaton Corp PLC
11.96%Eaton Corp PLC
Shares103
Event2026-03-31
Filed2026-05-06
BKH
0.00%Black Hills Corp
Shares500
Event2026-03-31
Filed2026-05-06
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
0.00%GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
Shares175
Event2026-03-31
Filed2026-05-06
APP
40.00%AppLovin Corp
Shares84
Event2026-03-31
Filed2026-05-06
ONEQ
0.00%FIDELITY NASDAQ COMPOSITE INDEX ETF
Shares380
Event2026-03-31
Filed2026-05-06
OGE
0.00%OGE Energy Corp
Shares661
Event2026-03-31
Filed2026-05-06
IBKR
3.30%Interactive Brokers Group Inc
Shares470
Event2026-03-31
Filed2026-05-06
RMD
0.00%ResMed Inc
Shares139
Event2026-03-31
Filed2026-05-06
FDVV
0.00%FIDELITY HIGH DIVIDEND ETF
Shares560
Event2026-03-31
Filed2026-05-06
Accenture PLC A
-4.29%Accenture PLC A
Shares156
Event2026-03-31
Filed2026-05-06
BLDR
-0.27%Builders FirstSource Inc
Shares372
Event2026-03-31
Filed2026-05-06
AMT
0.00%American Tower Corp
Shares175
Event2026-03-31
Filed2026-05-06
AEP
-12.45%American Electric Power Co Inc
Shares218
Event2026-03-31
Filed2026-05-06
HON
4.13%Honeywell International Inc
Shares126
Event2026-03-31
Filed2026-05-06
HOLX
0.00%Hologic Inc
Shares376
Event2026-03-31
Filed2026-05-06
GSLC
0.00%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares225
Event2026-03-31
Filed2026-05-06
XLV
0.00%The Health Care Select Sector SPDR ETF
Shares187
Event2026-03-31
Filed2026-05-06
XLRE
0.00%The Real Estate Select Sector SPDR
Shares670
Event2026-03-31
Filed2026-05-06
WELL
2.22%Welltower Inc Com
Shares138
Event2026-03-31
Filed2026-05-06
VZ
-25.77%Verizon Communications Inc
Shares533
Event2026-03-31
Filed2026-05-06
CPB
0.00%The Campbell'S Company
Shares1.2K
Event2026-03-31
Filed2026-05-06
HSY
0.00%The Hershey Co
Shares125
Event2026-03-31
Filed2026-05-06
WDAY
0.00%Workday Inc
Shares200
Event2026-03-31
Filed2026-05-06
QQQM
0.00%Invesco NASDAQ 100 ETF
Shares109
Event2026-03-31
Filed2026-05-06
VO
0.00%VANGUARD MID-CAP ETF
Shares88
Event2026-03-31
Filed2026-05-06
FDIS
0.00%FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
Shares261
Event2026-03-31
Filed2026-05-06
VWO
0.00%VANGUARD FTSE EMERGING MARKETS ETF
Shares444
Event2026-03-31
Filed2026-05-06
CBSH
0.00%Commerce Bancshares Inc
Shares481
Event2026-03-31
Filed2026-05-06
COP
0.00%ConocoPhillips
Shares179
Event2026-03-31
Filed2026-05-06
BNDX
0.00%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares486
Event2026-03-31
Filed2026-05-06
CROX
0.00%Crocs Inc
Shares272
Event2026-03-31
Filed2026-05-06
PHO
0.00%INVESCO WATER RESOURCES ETF
Shares325
Event2026-03-31
Filed2026-05-06
PPA
0.00%INVESCO AEROSPACE & DEFENSE ETF
Shares125
Event2026-03-31
Filed2026-05-06
TSN
1.25%Tyson Foods Inc Class A
Shares323
Event2026-03-31
Filed2026-05-06
FNDA
0.00%SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
Shares542
Event2026-03-31
Filed2026-05-06
GS
0.00%Goldman Sachs Group Inc
Shares20
Event2026-03-31
Filed2026-05-06
EIS
0.00%ISHARES MSCI ISRAEL ETF
Shares143
Event2026-03-31
Filed2026-05-06
GEHC
0.00%GE Healthcare Technologies Inc. COMMON STOCK
Shares227
Event2026-03-31
Filed2026-05-06
CCB
0.00%Coastal Financial Corp. COM NEW
Shares207
Event2026-03-31
Filed2026-05-06
L
0.00%Loews Corp
Shares145
Event2026-03-31
Filed2026-05-06
PFE
-38.40%Pfizer Inc
Shares547
Event2026-03-31
Filed2026-05-06
DLN
0.00%WISDOMTREE U.S. LARGECAP DIVIDEND FUND
Shares171
Event2026-03-31
Filed2026-05-06
Solstice Advanced Materials Inc
752.17%Solstice Advanced Materials Inc
Shares196
Event2026-03-31
Filed2026-05-06
PFF
0.00%iShares Preferred&Income Securities ETF
Shares491
Event2026-03-31
Filed2026-05-06
FNDC
0.00%SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
Shares300
Event2026-03-31
Filed2026-05-06
USMV
0.00%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares149
Event2026-03-31
Filed2026-05-06
CLX
0.00%Clorox Co
Shares130
Event2026-03-31
Filed2026-05-06
WFC
0.00%Wells Fargo & Co
Shares166
Event2026-03-31
Filed2026-05-06
BA
0.00%Boeing Co
Shares63
Event2026-03-31
Filed2026-05-06
Linde plc
8.70%Linde plc
Shares25
Event2026-03-31
Filed2026-05-06
VNQ
0.00%VANGUARD REIT INDEX ETF
Shares136
Event2026-03-31
Filed2026-05-06
LH
0.00%Labcorp Holdings Inc
Shares44
Event2026-03-31
Filed2026-05-06
PLTR
0.00%Palantir Technologies Inc
Shares79
Event2026-03-31
Filed2026-05-06
OEF
0.00%iShares S&P 100 ETF
Shares36
Event2026-03-31
Filed2026-05-06
JCI
3.57%Johnson Controls International PLC
Shares87
Event2026-03-31
Filed2026-05-06
FTSM
0.00%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares189
Event2026-03-31
Filed2026-05-06
CME
2.78%CME Group Inc Class A
Shares37
Event2026-03-31
Filed2026-05-06
CMI
0.00%Cummins Inc
Shares20
Event2026-03-31
Filed2026-05-06
BABA
-14.14%Alibaba Group Holding Ltd ADR
Shares85
Event2026-03-31
Filed2026-05-06
INTU
26.32%Intuit Inc
Shares24
Event2026-03-31
Filed2026-05-06
SNA
7.69%Snap-on Inc
Shares28
Event2026-03-31
Filed2026-05-06
VNQI
0.00%VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
Shares227
Event2026-03-31
Filed2026-05-06
SHEL
-7.76%Shell PLC SPON ADS
Shares107
Event2026-03-31
Filed2026-05-06
HSBC
-4.88%HSBC Holdings PLC ADR
Shares117
Event2026-03-31
Filed2026-05-06
POOL
0.00%Pool Corp
Shares49
Event2026-03-31
Filed2026-05-06
CFFN
0.00%Capitol Federal Financial Inc
Shares1.4K
Event2026-03-31
Filed2026-05-06
PM
5.45%Philip Morris International Inc
Shares58
Event2026-03-31
Filed2026-05-06
MMM
-9.72%3M Co
Shares65
Event2026-03-31
Filed2026-05-06
Lam Research Corp
0.00%Lam Research Corp
Shares43
Event2026-03-31
Filed2026-05-06
Duke Energy Corp
21.43%Duke Energy Corp
Shares68
Event2026-03-31
Filed2026-05-06
Roche Holding AG ADR
-4.42%Roche Holding AG ADR
Shares173
Event2026-03-31
Filed2026-05-06
GGLL
0.00%DIREXION DAILY GOOGL BULL 2X ETF
Shares110
Event2026-03-31
Filed2026-05-06
RTX
0.00%RTX CORP
Shares44
Event2026-03-31
Filed2026-05-06
SAN
-3.75%Banco Santander SA ADR
Shares744
Event2026-03-31
Filed2026-05-06
AMGN
0.00%Amgen Inc
Shares23
Event2026-03-31
Filed2026-05-06
TT
0.00%Trane Technologies PLC
Shares19
Event2026-03-31
Filed2026-05-06
General Dynamics Corp
4.55%General Dynamics Corp
Shares23
Event2026-03-31
Filed2026-05-06
WAB
0.00%Westinghouse Air Brake Technologies Corp
Shares31
Event2026-03-31
Filed2026-05-06
TE Connectivity PLC
-11.90%TE Connectivity PLC
Shares37
Event2026-03-31
Filed2026-05-06
ADI
0.00%Analog Devices Inc
Shares24
Event2026-03-31
Filed2026-05-06
TM
-2.63%Toyota Motor Corporation Ads
Shares37
Event2026-03-31
Filed2026-05-06
Medtronic PLC
3.75%Medtronic PLC
Shares83
Event2026-03-31
Filed2026-05-06
SPG
0.00%Simon Property Group Inc
Shares38
Event2026-03-31
Filed2026-05-06
CSCO
-57.94%Cisco Systems Inc
Shares90
Event2026-03-31
Filed2026-05-06
DTEGY
-4.66%Deutsche Telekom AG ADR
Shares184
Event2026-03-31
Filed2026-05-06
BTI
-3.36%British American Tobacco PLC
Shares115
Event2026-03-31
Filed2026-05-06
RITM
-5.06%Rithm Capital Corp
Shares713
Event2026-03-31
Filed2026-05-06
CRH PLC
3.23%CRH PLC
Shares64
Event2026-03-31
Filed2026-05-06
SPHQ
0.00%INVESCO S&P 500 QUALITY ETF
Shares89
Event2026-03-31
Filed2026-05-06
ED
9.26%Consolidated Edison Inc
Shares59
Event2026-03-31
Filed2026-05-06
Nestle SA ADR
-9.46%Nestle SA ADR
Shares67
Event2026-03-31
Filed2026-05-06
EAOA
NewISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF
Shares163
Event2026-03-31
Filed2026-05-06
CRWV
0.00%CoreWeave Inc
Shares85
Event2026-03-31
Filed2026-05-06
BHP
-5.26%Bhp Billiton Ltd
Shares90
Event2026-03-31
Filed2026-05-06
DOV
19.23%Dover Corp
Shares31
Event2026-03-31
Filed2026-05-06
IEFA
0.00%iShares Core MSCI EAFE ETF
Shares71
Event2026-03-31
Filed2026-05-06
Arista Networks Inc COM SHS
6.12%Arista Networks Inc COM SHS
Shares52
Event2026-03-31
Filed2026-05-06
PLD
-4.00%Prologis Inc
Shares48
Event2026-03-31
Filed2026-05-06
POR
2.59%Portland General Electric Co
Shares119
Event2026-03-31
Filed2026-05-06
JGRO
0.00%JPMorgan Active Growth ETF
Shares75
Event2026-03-31
Filed2026-05-06
ROST
0.00%Ross Stores Inc
Shares29
Event2026-03-31
Filed2026-05-06
DXCM
0.00%DexCom Inc
Shares100
Event2026-03-31
Filed2026-05-06
INTC
0.00%Intel Corp
Shares141
Event2026-03-31
Filed2026-05-06
WDC
0.00%Western Digital Corp
Shares23
Event2026-03-31
Filed2026-05-06
HST
-7.49%Host Hotels & Resorts Inc
Shares321
Event2026-03-31
Filed2026-05-06
QQQE
0.00%DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF
Shares63
Event2026-03-31
Filed2026-05-06
CDNS
0.00%Cadence Design Systems Inc
Shares22
Event2026-03-31
Filed2026-05-06
USFD
-4.41%US Food Holding Corp
Shares65
Event2026-03-31
Filed2026-05-06
EME
-11.11%EMCOR Group Inc
Shares8
Event2026-03-31
Filed2026-05-06
ABBNY
0.00%ABB Ltd
Shares72
Event2026-03-31
Filed2026-05-06
NANC
0.00%UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF
Shares139
Event2026-03-31
Filed2026-05-06
RIO
-4.69%Rio Tinto PLC ADR
Shares61
Event2026-03-31
Filed2026-05-06
RCL
0.00%Royal Caribbean Group
Shares21
Event2026-03-31
Filed2026-05-06
JHG
-5.88%Janus Henderson Group PLC
Shares112
Event2026-03-31
Filed2026-05-06
China Construction Bank Corp
-36.80%China Construction Bank Corp
Shares261
Event2026-03-31
Filed2026-05-06
Commonwealth Bank of Australia
-6.00%Commonwealth Bank of Australia
Shares47
Event2026-03-31
Filed2026-05-06
AEE
34.21%Ameren Corp
Shares51
Event2026-03-31
Filed2026-05-06
APH
-57.28%Amphenol Corp
Shares44
Event2026-03-31
Filed2026-05-06
PKG
18.18%Packaging Corp of America
Shares26
Event2026-03-31
Filed2026-05-06
SAP
-11.11%SAP SE ADR
Shares32
Event2026-03-31
Filed2026-05-06
ALIZY
-6.47%Allianz SE UNSPONSRD ADS
Shares130
Event2026-03-31
Filed2026-05-06
EBAY
3.45%eBay Inc
Shares60
Event2026-03-31
Filed2026-05-06
BBVA
-19.61%Banco Bilbao Vizcaya Argentaria SA ADR
Shares250
Event2026-03-31
Filed2026-05-06
DIS
-72.00%Walt Disney Co
Shares56
Event2026-03-31
Filed2026-05-06
DuPont de Nemours Inc
200.00%DuPont de Nemours Inc
Shares117
Event2026-03-31
Filed2026-05-06
AIT
-9.09%Applied Industrial Technologies Inc
Shares20
Event2026-03-31
Filed2026-05-06
BYD
-8.57%Boyd Gaming Corp
Shares64
Event2026-03-31
Filed2026-05-06
VRT
0.00%Vertiv Holdings Co
Shares21
Event2026-03-31
Filed2026-05-06
PAG
-7.89%Penske Automotive Group Inc
Shares35
Event2026-03-31
Filed2026-05-06
CBRE
2.70%CBRE Group Inc
Shares38
Event2026-03-31
Filed2026-05-06
SO
8.16%Southern Co
Shares53
Event2026-03-31
Filed2026-05-06
MO
11.76%Altria Group Inc
Shares76
Event2026-03-31
Filed2026-05-06
CASY
0.00%Casey's General Stores Inc
Shares7
Event2026-03-31
Filed2026-05-06
PHM
0.00%PulteGroup Inc
Shares43
Event2026-03-31
Filed2026-05-06
CIEN
-35.00%Ciena Corp
Shares13
Event2026-03-31
Filed2026-05-06
DLR
7.69%Digital Realty Trust Inc
Shares28
Event2026-03-31
Filed2026-05-06
Sandoz Group AG SPONSORED ADS
0.00%Sandoz Group AG SPONSORED ADS
Shares64
Event2026-03-31
Filed2026-05-06
KT
106.19%KT Corp
Shares233
Event2026-03-31
Filed2026-05-06
National Grid PLC ADR
51.28%National Grid PLC ADR
Shares59
Event2026-03-31
Filed2026-05-06
Iberdrola SA
0.00%Iberdrola SA
Shares54
Event2026-03-31
Filed2026-05-06
SONY
0.00%Sony Group Corp
Shares240
Event2026-03-31
Filed2026-05-06
Unilever PLC ADR
-1.15%Unilever PLC ADR
Shares86
Event2026-03-31
Filed2026-05-06
MUFG
-3.97%Mitsubishi UFJ Financial Group Inc
Shares290
Event2026-03-31
Filed2026-05-06
FFIV
-10.53%F5 Networks Inc
Shares17
Event2026-03-31
Filed2026-05-06
JLL
-5.88%Jones Lang LaSalle Inc
Shares16
Event2026-03-31
Filed2026-05-06
FCX
0.00%Freeport-McMoRan Inc
Shares82
Event2026-03-31
Filed2026-05-06
NFG
-8.93%National Fuel Gas Co
Shares51
Event2026-03-31
Filed2026-05-06
YUM
3.33%Yum Brands Inc
Shares31
Event2026-03-31
Filed2026-05-06
GlaxoSmithKline PLC ADR
-9.47%GlaxoSmithKline PLC ADR
Shares86
Event2026-03-31
Filed2026-05-06
BITB
0.00%Bitwise Bitcoin ETF Trust
Shares130
Event2026-03-31
Filed2026-05-06
E
-6.82%Eni SpA ADR
Shares82
Event2026-03-31
Filed2026-05-06
SPGI
266.67%S&P Global Inc
Shares11
Event2026-03-31
Filed2026-05-06
Versant Media Group Inc
NewVersant Media Group Inc
Shares126
Event2026-03-31
Filed2026-05-06
EXC
11.76%Exelon Corp
Shares95
Event2026-03-31
Filed2026-05-06
TPR
-10.81%Tapestry Inc
Shares33
Event2026-03-31
Filed2026-05-06
TKR
-6.12%The Timken Co
Shares46
Event2026-03-31
Filed2026-05-06
SCHR
0.00%SCHWAB INTMEDIATE TERM US TREASURY ETF
Shares184
Event2026-03-31
Filed2026-05-06
KR
18.87%The Kroger Co
Shares63
Event2026-03-31
Filed2026-05-06
FNDE
0.00%SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
Shares118
Event2026-03-31
Filed2026-05-06
ING
78.35%ING Groep NV
Shares173
Event2026-03-31
Filed2026-05-06
TMHC
-7.23%Taylor Morrison Home Corp
Shares77
Event2026-03-31
Filed2026-05-06
RVTY
NewRevvity Inc
Shares51
Event2026-03-31
Filed2026-05-06
SNDK
-46.15%SanDisk Corp
Shares7
Event2026-03-31
Filed2026-05-06
Zurich Insurance Group Ag
-14.38%Zurich Insurance Group Ag
Shares125
Event2026-03-31
Filed2026-05-06
ENSG
0.00%Ensign Group Inc
Shares22
Event2026-03-31
Filed2026-05-06
CSGS
-3.51%CSG Systems International Inc
Shares55
Event2026-03-31
Filed2026-05-06
INGR
-7.14%Ingredion Inc
Shares39
Event2026-03-31
Filed2026-05-06
BK
0.00%Bank of New York Mellon Corp
Shares37
Event2026-03-31
Filed2026-05-06
SIEGY
-37.93%Siemens AG
Shares36
Event2026-03-31
Filed2026-05-06
ORI
-22.14%Old Republic International Corp
Shares109
Event2026-03-31
Filed2026-05-06
TPH
-7.00%Tri Pointe Homes Inc
Shares93
Event2026-03-31
Filed2026-05-06
BNP Paribas ADR
-5.21%BNP Paribas ADR
Shares91
Event2026-03-31
Filed2026-05-06
DVN
1.18%Devon Energy Corp
Shares86
Event2026-03-31
Filed2026-05-06
CMG
4.65%Chipotle Mexican Grill Inc Class A
Shares135
Event2026-03-31
Filed2026-05-06
BRC
-3.64%Brady Corp
Shares53
Event2026-03-31
Filed2026-05-06
Natwest Group Adr Rep 2 Ord
-5.80%Natwest Group Adr Rep 2 Ord
Shares276
Event2026-03-31
Filed2026-05-06
Air Liquide SA
-9.65%Air Liquide SA
Shares103
Event2026-03-31
Filed2026-05-06
Urgently Inc. COM NEW
0.00%Urgently Inc. COM NEW
Shares793
Event2026-03-31
Filed2026-05-06
SEIC
-3.57%SEI Investments Co
Shares54
Event2026-03-31
Filed2026-05-06
KMB
-6.52%Kimberly-Clark Corp
Shares43
Event2026-03-31
Filed2026-05-06
NOW
300.00%ServiceNow Inc
Shares40
Event2026-03-31
Filed2026-05-06
Rolls-Royce Holdings PLC
-2.53%Rolls-Royce Holdings PLC
Shares270
Event2026-03-31
Filed2026-05-06
UTHR
0.00%United Therapeutics Corp
Shares7
Event2026-03-31
Filed2026-05-06
MKSI
-53.85%MKS Instruments Inc
Shares18
Event2026-03-31
Filed2026-05-06
AZZ
-2.94%AZZ Inc
Shares33
Event2026-03-31
Filed2026-05-06
DBS Group Holdings Ltd
-8.00%DBS Group Holdings Ltd
Shares23
Event2026-03-31
Filed2026-05-06
LYG
-5.15%Lloyds Banking Group PLC
Shares810
Event2026-03-31
Filed2026-05-06
EHC
-12.50%Encompass Health Corp
Shares42
Event2026-03-31
Filed2026-05-06
INCY
-2.27%Incyte Corp
Shares43
Event2026-03-31
Filed2026-05-06
Tencent Holdings Ltd ADR
-68.78%Tencent Holdings Ltd ADR
Shares64
Event2026-03-31
Filed2026-05-06
CSX
15.29%CSX Corp
Shares98
Event2026-03-31
Filed2026-05-06
BP
-6.59%BP PLC ADR
Shares85
Event2026-03-31
Filed2026-05-06
Hitachi Ltd
-7.48%Hitachi Ltd
Shares136
Event2026-03-31
Filed2026-05-06
PNC
5.56%PNC Financial Services Group Inc
Shares19
Event2026-03-31
Filed2026-05-06
AYI
-17.65%Acuity Inc
Shares14
Event2026-03-31
Filed2026-05-06
EQNR
-6.12%Equinor Asa Sponsored Adr
Shares92
Event2026-03-31
Filed2026-05-06
MITSY
0.00%Mitsui & Co Ltd
Shares5
Event2026-03-31
Filed2026-05-06
AEIS
-45.45%Advanced Energy Industries Inc
Shares12
Event2026-03-31
Filed2026-05-06
AXS
-7.32%Axis Capital Holdings Ltd
Shares38
Event2026-03-31
Filed2026-05-06
GRUPO CIBEST SA EXC1
-11.86%GRUPO CIBEST SA EXC1
Shares52
Event2026-03-31
Filed2026-05-06
PANW
-7.69%Palo Alto Networks Inc
Shares24
Event2026-03-31
Filed2026-05-06
TOL
-6.67%Toll Brothers Inc
Shares28
Event2026-03-31
Filed2026-05-06
J
0.00%Jacobs Solutions Inc
Shares30
Event2026-03-31
Filed2026-05-06
BUD
61.76%Anheuser-Busch InBev SA/NV
Shares55
Event2026-03-31
Filed2026-05-06
RL
-26.67%Ralph Lauren Corp Class A
Shares11
Event2026-03-31
Filed2026-05-06
Annaly Capital Management Inc
-3.91%Annaly Capital Management Inc
Shares172
Event2026-03-31
Filed2026-05-06
BAE Systems PLC
23.08%BAE Systems PLC
Shares32
Event2026-03-31
Filed2026-05-06
EPR
-47.52%EPR Properties
Shares74
Event2026-03-31
Filed2026-05-06
RUSHA
-3.45%Rush Enterprises Inc
Shares56
Event2026-03-31
Filed2026-05-06
Safran SA
-8.16%Safran SA
Shares45
Event2026-03-31
Filed2026-05-06
CHRW
-33.33%C.H. Robinson Worldwide Inc
Shares22
Event2026-03-31
Filed2026-05-06
APAM
-5.66%Artisan Partners Asset Management Inc
Shares100
Event2026-03-31
Filed2026-05-06
TAK
-2.49%Takeda Pharmaceutical Co Ltd
Shares196
Event2026-03-31
Filed2026-05-06
CRUS
-7.41%Cirrus Logic Inc
Shares25
Event2026-03-31
Filed2026-05-06
EOG
0.00%EOG Resources Inc
Shares25
Event2026-03-31
Filed2026-05-06
LVMUY
-8.33%Lvmh Moet Hennessy Louis Vuitton SE
Shares33
Event2026-03-31
Filed2026-05-06
GTES
-6.47%Gates Industrial Corporation Plc Registered Shs
Shares159
Event2026-03-31
Filed2026-05-06
ARW
-3.85%Arrow Electronics Inc
Shares25
Event2026-03-31
Filed2026-05-06
DRH
26.42%Diamondrock Hospitality Co
Shares378
Event2026-03-31
Filed2026-05-06
Tokyo Electron Ltd
-17.14%Tokyo Electron Ltd
Shares29
Event2026-03-31
Filed2026-05-06
FLEX
NewFlex Ltd
Shares54
Event2026-03-31
Filed2026-05-06
AIA Group Ltd
0.00%AIA Group Ltd
Shares79
Event2026-03-31
Filed2026-05-06
ENTG
-9.09%Entegris Inc
Shares30
Event2026-03-31
Filed2026-05-06
SNY
-14.12%Sanofi
Shares73
Event2026-03-31
Filed2026-05-06
PYPL
-23.76%PayPal Holdings Inc
Shares77
Event2026-03-31
Filed2026-05-06
Enel SpA
-3.61%Enel SpA
Shares320
Event2026-03-31
Filed2026-05-06
EMN
-42.31%Eastman Chemical Co
Shares45
Event2026-03-31
Filed2026-05-06
HWM
114.29%Howmet Aerospace Inc COM
Shares15
Event2026-03-31
Filed2026-05-06
UHS
-9.52%Universal Health Services Inc
Shares19
Event2026-03-31
Filed2026-05-06
TWLO
-6.90%Twilio Inc
Shares27
Event2026-03-31
Filed2026-05-06
ATEYY
-13.79%Advantest Corp
Shares25
Event2026-03-31
Filed2026-05-06
HIG
-30.56%The Hartford Insurance Group Inc
Shares25
Event2026-03-31
Filed2026-05-06
FCFS
NewFirstcash Inc
Shares18
Event2026-03-31
Filed2026-05-06
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