Sponsored
The Analysis of Independence Bank of Kentucky's Holdings & P&L
Currently, Independence Bank of Kentucky holds 623 types of securities in its portfolio with a total value $789.4M. In the most recent quarter, they have increased their positions in AVDE (+61.1K shares, valued at $5.2M), NFLX (+27.4K shares, valued at $2.6M), AVEM (+20.2K shares, valued at $1.6M); decreased their positions in VRT (-8.9K shares, valued at $2.2M), MU (-2.8K shares, valued at $944.3K), AAPL (-3.4K shares, valued at $864.7K); initiated new positions in N/A (+12.9K shares, valued at $577.8K), N/A (+8.0K shares, valued at $457.3K), SM (+12.6K shares, valued at $391.7K).
1M P&L
+20.2M+2.64%
3M P&L
+21.3M+2.78%
HY P&L
+51.0M+6.93%
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/A261.8M
36.9%
2Software - Infrastructure41.0M
5.8%
3Semiconductors34.7M
4.9%
Top Industries by Stock Count
1N/A188 stocks
32.5%
2Software - Application16 stocks
2.8%
3Banks - Regional16 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Berkshire Hathaway Inc Del Cl B New Berkshire Hathaway Inc Del Cl B New9.3K shares-1.07%2026-03-312026-04-30
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF6.8K shares-0.28%2026-03-312026-04-30
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Canadian Pacific Kansas City Ltd Corp Canadian Pacific Kansas City Ltd Corp8.1K shares-9.07%2026-03-312026-04-30
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Abrdn ETF Physical Gold Shares Abrdn ETF Physical Gold Shares12.9K sharesnew addition2026-03-312026-04-30
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Dupont De Nemours Inc Corp Common Dupont De Nemours Inc Corp Common4.5K shares0.00%2026-03-312026-04-30
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Solstice Advanced Materials Inc. Solstice Advanced Materials Inc.646 sharesnew addition2026-03-312026-04-30
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SPDR Bloomberg High Yield Bond ETF SPDR Bloomberg High Yield Bond ETF200 shares0.00%2026-03-312026-04-30
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Venture Global Inc. Ordinary Shares - Class A Venture Global Inc. Ordinary Shares - Class A1.1K sharesnew addition2026-03-312026-04-30
Sponsored
SPY
1.87%S&P 500 Tr UTS Unit 1 Ser
Shares130.5K
Event2026-03-31
Filed2026-04-30
MSFT
4.37%Microsoft Corp
Shares80.9K
Event2026-03-31
Filed2026-04-30
AAPL
-2.85%Apple Incorporated
Shares116.1K
Event2026-03-31
Filed2026-04-30
JPM
2.12%JP Morgan Chase & Co
Shares93.1K
Event2026-03-31
Filed2026-04-30
Alphabet Inc Class A
-2.50%Alphabet Inc Class A
Shares84.5K
Event2026-03-31
Filed2026-04-30
NVDA
4.29%Nvidia Corp Common
Shares134.1K
Event2026-03-31
Filed2026-04-30
VTI
-0.05%Vanguard Total Stock Market ETF
Shares62.7K
Event2026-03-31
Filed2026-04-30
AMZN
4.47%Amazon Com Inc
Shares93.0K
Event2026-03-31
Filed2026-04-30
AVDE
50.66%Avantis International Equity ETF
Shares181.7K
Event2026-03-31
Filed2026-04-30
LLY
3.33%Lilly Eli & Co
Shares14.3K
Event2026-03-31
Filed2026-04-30
EFA
5.10%Ishares Tr MSCI EAFE Index
Shares128.7K
Event2026-03-31
Filed2026-04-30
VRT
-15.72%Vertiv Holdings Co Cl A
Shares47.7K
Event2026-03-31
Filed2026-04-30
Vanguard S&P 500 Index ETF
12.11%Vanguard S&P 500 Index ETF
Shares18.9K
Event2026-03-31
Filed2026-04-30
META
-3.40%Meta Platform, Inc.
Shares18.0K
Event2026-03-31
Filed2026-04-30
JNJ
-6.14%Johnson & Johnson
Shares39.8K
Event2026-03-31
Filed2026-04-30
V
-2.16%Visa Inc
Shares31.2K
Event2026-03-31
Filed2026-04-30
IWR
1.85%Ishares Russell Midcap Index
Shares89.3K
Event2026-03-31
Filed2026-04-30
CVX
-6.85%Chevron Corporation
Shares40.9K
Event2026-03-31
Filed2026-04-30
PG
-5.39%Procter & Gamble Co
Shares53.6K
Event2026-03-31
Filed2026-04-30
XOM
-8.04%Exxon Mobil Corp
Shares40.4K
Event2026-03-31
Filed2026-04-30
IWM
-1.52%Russell 2000 Index Fund
Shares27.3K
Event2026-03-31
Filed2026-04-30
WMT
-3.26%Wal Mart Inc
Shares52.9K
Event2026-03-31
Filed2026-04-30
ABBV
9.43%Abbvie Inc Com
Shares29.8K
Event2026-03-31
Filed2026-04-30
Broadcom Inc
5.26%Broadcom Inc
Shares20.7K
Event2026-03-31
Filed2026-04-30
ASML
-9.57%ASML Holding NV
Shares4.6K
Event2026-03-31
Filed2026-04-30
VYM
-0.12%Vanguard High Dividend Yield ETF
Shares41.2K
Event2026-03-31
Filed2026-04-30
HD
-3.20%Home Depot Inc
Shares18.0K
Event2026-03-31
Filed2026-04-30
USMV
-2.04%iShares MSCI USA Min Vol Factor ETF
Shares63.5K
Event2026-03-31
Filed2026-04-30
PEP
-4.64%Pepsico Inc
Shares37.8K
Event2026-03-31
Filed2026-04-30
NFLX
84.94%Netflix Inc Common
Shares59.6K
Event2026-03-31
Filed2026-04-30
OEF
0.01%Ishares S&P 100 Index Fund ETF
Shares17.7K
Event2026-03-31
Filed2026-04-30
SPGI
20.88%S&P Global Inc Common
Shares12.5K
Event2026-03-31
Filed2026-04-30
ORCL
2.13%Oracle Corp
Shares34.1K
Event2026-03-31
Filed2026-04-30
Invesco QQQ Tr Unit Ser 1
5.05%Invesco QQQ Tr Unit Ser 1
Shares8.6K
Event2026-03-31
Filed2026-04-30
AMD
7.91%Advanced Micro Devices Inc
Shares23.5K
Event2026-03-31
Filed2026-04-30
IVV
0.29%Ishares Tr Core S&P 500 ETF
Shares7.3K
Event2026-03-31
Filed2026-04-30
AVEM
53.04%Avantis Emerging Markets Equity ETF
Shares58.3K
Event2026-03-31
Filed2026-04-30
Alphabet Inc Class C
-2.83%Alphabet Inc Class C
Shares15.9K
Event2026-03-31
Filed2026-04-30
WM
-1.86%Waste Management Inc New
Shares19.3K
Event2026-03-31
Filed2026-04-30
Berkshire Hathaway Inc Del Cl B New
-1.07%Berkshire Hathaway Inc Del Cl B New
Shares9.3K
Event2026-03-31
Filed2026-04-30
NEE
-8.83%Nextera Energy Inc
Shares46.8K
Event2026-03-31
Filed2026-04-30
KO
0.15%Coca Cola Co
Shares55.5K
Event2026-03-31
Filed2026-04-30
Merck & Co Inc New Com
-10.49%Merck & Co Inc New Com
Shares34.8K
Event2026-03-31
Filed2026-04-30
EEM
10.34%Ishares MSCI Emerging Mkts Index Fund
Shares69.5K
Event2026-03-31
Filed2026-04-30
MA
-0.56%Mastercard Inc
Shares7.8K
Event2026-03-31
Filed2026-04-30
LOW
4.60%Lowes Cos Inc
Shares15.4K
Event2026-03-31
Filed2026-04-30
ADP
7.13%Automatic Data Processing
Shares17.9K
Event2026-03-31
Filed2026-04-30
TJX
-0.18%TJX Companies Inc
Shares22.6K
Event2026-03-31
Filed2026-04-30
SDY
0.00%SPDR S&P Dividend ETF
Shares24.5K
Event2026-03-31
Filed2026-04-30
PM
1.01%Philip Morris Int Inc
Shares21.6K
Event2026-03-31
Filed2026-04-30
DON
-1.16%Wisdomtree US Midcap Dividend Fund ETF
Shares65.1K
Event2026-03-31
Filed2026-04-30
IWF
13.47%Ishares Tr Russell 1000 Growth
Shares8.0K
Event2026-03-31
Filed2026-04-30
COST
-1.33%Costco Wholesale Corp Com
Shares3.3K
Event2026-03-31
Filed2026-04-30
GNRC
-9.49%Generac Holdings Inc
Shares16.7K
Event2026-03-31
Filed2026-04-30
ABT
-4.01%Abbott Labs
Shares31.2K
Event2026-03-31
Filed2026-04-30
XLE
-1.29%Energy - SPDR Select Sector ETF
Shares49.2K
Event2026-03-31
Filed2026-04-30
GLD
-9.86%SPDR Gold Tr
Shares6.9K
Event2026-03-31
Filed2026-04-30
MDY
0.00%Spdr State St Global Adv S&P Midcap 400 ETF
Shares4.8K
Event2026-03-31
Filed2026-04-30
IEFA
16.08%Ishares Tr Core MSCI EAFE ETF
Shares31.8K
Event2026-03-31
Filed2026-04-30
TMUS
-3.44%T-mobile US Inc Common
Shares13.5K
Event2026-03-31
Filed2026-04-30
MCD
0.03%McDonalds Corp
Shares9.0K
Event2026-03-31
Filed2026-04-30
ICE
0.29%Intercontinental Exchange Inc
Shares17.6K
Event2026-03-31
Filed2026-04-30
MU
-25.51%Micron Technology Inc Common
Shares8.2K
Event2026-03-31
Filed2026-04-30
General Dynamics Corp
-4.77%General Dynamics Corp
Shares8.0K
Event2026-03-31
Filed2026-04-30
Eaton Corporation PLC
3.78%Eaton Corporation PLC
Shares7.1K
Event2026-03-31
Filed2026-04-30
BAC
-3.38%Bank of America Corporation
Shares49.8K
Event2026-03-31
Filed2026-04-30
PNC
-0.52%PNC Financial Services Group
Shares11.7K
Event2026-03-31
Filed2026-04-30
DVY
-13.36%iShares Select Dividend ETF
Shares15.6K
Event2026-03-31
Filed2026-04-30
SYK
-3.69%Stryker Corp
Shares7.1K
Event2026-03-31
Filed2026-04-30
Blackrock, Inc.
0.33%Blackrock, Inc.
Shares2.4K
Event2026-03-31
Filed2026-04-30
USB
-6.70%US Bancorp Del
Shares44.2K
Event2026-03-31
Filed2026-04-30
JMTG
-5.10%JPMorgan Mortgage-Backed Securities ETF
Shares44.9K
Event2026-03-31
Filed2026-04-30
PWR
-11.62%Quanta Services, Inc.
Shares4.1K
Event2026-03-31
Filed2026-04-30
PANW
-6.40%Palo Alto Networks Inc Common
Shares13.6K
Event2026-03-31
Filed2026-04-30
CRM
-7.59%Salesforce Common Inc
Shares11.6K
Event2026-03-31
Filed2026-04-30
APD
-4.22%Air Products and Chemicals
Shares7.3K
Event2026-03-31
Filed2026-04-30
DIS
-5.33%Disney (Walt) Company
Shares21.9K
Event2026-03-31
Filed2026-04-30
WMB
1.34%The Williams Co Inc
Shares28.9K
Event2026-03-31
Filed2026-04-30
HON
-6.93%Honeywell, Inc
Shares9.3K
Event2026-03-31
Filed2026-04-30
SYY
-0.30%Sysco Corp
Shares28.7K
Event2026-03-31
Filed2026-04-30
MO
-0.50%Altria Group Inc
Shares30.8K
Event2026-03-31
Filed2026-04-30
IWV
-0.47%Ishares Tr Russell 3000 ETF
Shares5.5K
Event2026-03-31
Filed2026-04-30
SNOW
76.86%Snowflake Inc. Class A
Shares13.3K
Event2026-03-31
Filed2026-04-30
AVUV
-13.73%Avantis US Small Cap Value ETF
Shares17.9K
Event2026-03-31
Filed2026-04-30
UNH
-14.97%United Health Group Inc
Shares7.2K
Event2026-03-31
Filed2026-04-30
Citigroup Inc Com New
-2.03%Citigroup Inc Com New
Shares16.4K
Event2026-03-31
Filed2026-04-30
FLUT
440.54%Flutter Entertainment PLC
Shares18.0K
Event2026-03-31
Filed2026-04-30
MS
-1.65%Morgan Stanley
Shares11.1K
Event2026-03-31
Filed2026-04-30
PFE
-5.52%Pfizer Inc
Shares64.4K
Event2026-03-31
Filed2026-04-30
UNP
-4.07%Union Pacific Corporation
Shares7.4K
Event2026-03-31
Filed2026-04-30
UPS
-5.87%United Parcel Service
Shares17.4K
Event2026-03-31
Filed2026-04-30
CAT
-0.46%Caterpillar Inc
Shares2.4K
Event2026-03-31
Filed2026-04-30
GS
-2.55%Goldman Sachs Group Inc
Shares1.9K
Event2026-03-31
Filed2026-04-30
RTX
-16.14%Raytheon Technologies Corp Common
Shares8.5K
Event2026-03-31
Filed2026-04-30
PAYX
37.66%Paychex Inc
Shares17.7K
Event2026-03-31
Filed2026-04-30
MDLZ
-4.05%Mondelez International Inc
Shares28.1K
Event2026-03-31
Filed2026-04-30
EFV
-0.35%Ishares MSCI EAFE Value Index Fund
Shares21.5K
Event2026-03-31
Filed2026-04-30
NOW
262.51%Servicenow Inc Common
Shares15.3K
Event2026-03-31
Filed2026-04-30
MDB
110.61%MongoDB, Inc. - Class A
Shares6.5K
Event2026-03-31
Filed2026-04-30
VB
4.45%Vanguard Small Cap ETF
Shares6.0K
Event2026-03-31
Filed2026-04-30
XLK
16.23%Technology - SPDR Select Sector ETF
Shares11.6K
Event2026-03-31
Filed2026-04-30
VZ
-5.82%Verizon Communications Inc Usd 1
Shares30.7K
Event2026-03-31
Filed2026-04-30
TMO
-8.21%Thermo Fisher Scientific Inc
Shares3.1K
Event2026-03-31
Filed2026-04-30
LMT
-28.25%Lockheed Martin Corp
Shares2.5K
Event2026-03-31
Filed2026-04-30
UBER
9.36%Uber Technologies Inc
Shares20.4K
Event2026-03-31
Filed2026-04-30
TXN
-9.52%Texas Instruments Inc
Shares7.5K
Event2026-03-31
Filed2026-04-30
COF
0.32%Capital One Financial
Shares7.9K
Event2026-03-31
Filed2026-04-30
RDDT
120.00%Reddit Inc. Ordinary Shares - Class A
Shares10.6K
Event2026-03-31
Filed2026-04-30
VCIT
2.56%Vanguard Intermediate-Term Corp Bond Index ETF
Shares17.2K
Event2026-03-31
Filed2026-04-30
CMI
-3.11%Cummins Inc
Shares2.6K
Event2026-03-31
Filed2026-04-30
BSCV
11.92%Invesco BulletShares 2031 Corp Bd ETF
Shares85.4K
Event2026-03-31
Filed2026-04-30
BSCW
11.39%Invesco BulletShares 2032 Corp Bd ETF
Shares68.1K
Event2026-03-31
Filed2026-04-30
VCSH
0.00%Vanguard Short-Term Corp Index Fund
Shares17.6K
Event2026-03-31
Filed2026-04-30
FSLR
-1.42%First Solar Inc Common
Shares6.9K
Event2026-03-31
Filed2026-04-30
MELI
72.87%Mercadolibre Inc
Shares790
Event2026-03-31
Filed2026-04-30
SHEL
-1.21%Shell PLC Common
Shares14.3K
Event2026-03-31
Filed2026-04-30
GEV
-5.58%GE Vernova Inc Com
Shares1.5K
Event2026-03-31
Filed2026-04-30
VUG
0.00%Vanguard Growth Vipers ETF
Shares3.0K
Event2026-03-31
Filed2026-04-30
Invesco S&P 500 Equal Weight ETF
-0.28%Invesco S&P 500 Equal Weight ETF
Shares6.8K
Event2026-03-31
Filed2026-04-30
BSCU
9.82%Invesco BulletShares 2030 Corp Bd ETF
Shares77.0K
Event2026-03-31
Filed2026-04-30
DES
-0.35%Wisdomtree US Smallcap Dividend Fund ETF
Shares35.7K
Event2026-03-31
Filed2026-04-30
EQIX
-3.05%Equinix Inc REIT
Shares1.3K
Event2026-03-31
Filed2026-04-30
NVS
-1.86%Novartis AG Spons ADR
Shares8.1K
Event2026-03-31
Filed2026-04-30
MUB
-0.17%Ishares Tr Natl Mun Bd ETF Fund
Shares11.6K
Event2026-03-31
Filed2026-04-30
Accenture PLC
-13.32%Accenture PLC
Shares6.2K
Event2026-03-31
Filed2026-04-30
BSCX
24.77%Invesco Bulletshares 2033 Corp Bd ETF
Shares57.8K
Event2026-03-31
Filed2026-04-30
TFC
-2.48%Truist Financial Corp Common
Shares26.5K
Event2026-03-31
Filed2026-04-30
MMM
-6.08%3M Company
Shares8.4K
Event2026-03-31
Filed2026-04-30
EXPE
-7.47%Expedia Group Inc
Shares5.2K
Event2026-03-31
Filed2026-04-30
DE
0.43%Deere & Company
Shares2.1K
Event2026-03-31
Filed2026-04-30
ITW
-18.31%Illinois Tool Works Inc
Shares4.6K
Event2026-03-31
Filed2026-04-30
BSCT
3.68%Invesco BulletShares 2029 Corp Bd ETF
Shares62.7K
Event2026-03-31
Filed2026-04-30
ATO
0.00%Atmos Energy Corp
Shares6.3K
Event2026-03-31
Filed2026-04-30
BSCS
4.83%Invesco BulletShares 2028 Corp Bd ETF
Shares56.2K
Event2026-03-31
Filed2026-04-30
COP
-3.91%Conocophillips
Shares8.4K
Event2026-03-31
Filed2026-04-30
BSCR
4.97%Invesco BulletShares 2027 Corp Bd ETF
Shares56.7K
Event2026-03-31
Filed2026-04-30
NSC
-4.76%Norfolk Southn Corp
Shares3.8K
Event2026-03-31
Filed2026-04-30
SOXX
0.00%iShares Semiconductor ETF
Shares3.2K
Event2026-03-31
Filed2026-04-30
COKE
0.00%Coca-Cola Consolidated Inc
Shares5.5K
Event2026-03-31
Filed2026-04-30
CSCO
-4.04%Cisco Systems Inc
Shares13.6K
Event2026-03-31
Filed2026-04-30
IEMG
7.96%Ishares Inc Core MSCI Emerging Mkts ETF
Shares15.0K
Event2026-03-31
Filed2026-04-30
FANG
-1.97%Diamondback Energy Inc Common
Shares5.3K
Event2026-03-31
Filed2026-04-30
CSX
7.65%CSX Corp
Shares25.1K
Event2026-03-31
Filed2026-04-30
VNQ
-2.15%Vanguard Real Estate ETF
Shares11.6K
Event2026-03-31
Filed2026-04-30
XLI
-2.11%Industrials - SPDR Select Sector ETF
Shares6.3K
Event2026-03-31
Filed2026-04-30
QCOM
0.45%Qualcomm Incorporated
Shares7.8K
Event2026-03-31
Filed2026-04-30
EQT Corporation
5.19%EQT Corporation
Shares15.7K
Event2026-03-31
Filed2026-04-30
SYBT
-2.08%Stock Yards Bancorp Inc Corp Common
Shares14.9K
Event2026-03-31
Filed2026-04-30
DHR
-17.91%Danaher Corp
Shares5.2K
Event2026-03-31
Filed2026-04-30
IBM
-4.48%International Business Machs
Shares4.0K
Event2026-03-31
Filed2026-04-30
AMGN
-3.29%Amgen Inc
Shares2.7K
Event2026-03-31
Filed2026-04-30
YUM
-3.55%Yum Brands Inc Common
Shares6.1K
Event2026-03-31
Filed2026-04-30
PLD
-0.90%Prologis Inc Common
Shares7.2K
Event2026-03-31
Filed2026-04-30
FDX
-2.06%FedEx Corporation
Shares2.6K
Event2026-03-31
Filed2026-04-30
SMH
1.69%VanEck Semiconductor ETF
Shares2.4K
Event2026-03-31
Filed2026-04-30
TGT
-25.92%Target Corp
Shares7.5K
Event2026-03-31
Filed2026-04-30
SHW
-1.06%Sherwin-Williams Co
Shares2.8K
Event2026-03-31
Filed2026-04-30
SCHW
-6.14%Schwab Charles Corp New Common
Shares9.6K
Event2026-03-31
Filed2026-04-30
FI
45.52%Fiserv, Inc Common
Shares15.6K
Event2026-03-31
Filed2026-04-30
IWD
13.75%Ishares Tr Russell 1000 Val
Shares4.0K
Event2026-03-31
Filed2026-04-30
VGLT
-7.51%Vanguard Gov't Long-Term Treasury ETF
Shares15.4K
Event2026-03-31
Filed2026-04-30
SCZ
0.00%Ishares Tr MSCI EAFE Small Cap ETF
Shares10.8K
Event2026-03-31
Filed2026-04-30
CHDN
-17.69%Churchill Downs Inc
Shares9.4K
Event2026-03-31
Filed2026-04-30
EXE
-2.49%Expand Energy Corp
Shares7.6K
Event2026-03-31
Filed2026-04-30
VEA
-2.74%Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF
Shares12.8K
Event2026-03-31
Filed2026-04-30
NKE
357.78%Nike Inc Cl B
Shares15.2K
Event2026-03-31
Filed2026-04-30
SBUX
-5.84%Starbucks Corporation
Shares8.9K
Event2026-03-31
Filed2026-04-30
IJJ
0.00%Ishares Tr S&P Mid Cap 400 Value ETF
Shares5.8K
Event2026-03-31
Filed2026-04-30
GE Aerospace Com New
-14.51%GE Aerospace Com New
Shares2.7K
Event2026-03-31
Filed2026-04-30
CRWD
3.00%Crowdstrike Holdings Inc Class A
Shares1.9K
Event2026-03-31
Filed2026-04-30
VXUS
18.05%Vanguard Total International Stock Index ETF
Shares9.5K
Event2026-03-31
Filed2026-04-30
AMAT
-16.94%Applied Materials Inc
Shares2.1K
Event2026-03-31
Filed2026-04-30
Duke Energy Corp New
-1.94%Duke Energy Corp New
Shares5.6K
Event2026-03-31
Filed2026-04-30
IDU
-1.91%Ishares DJ US Utilities Sctr
Shares6.2K
Event2026-03-31
Filed2026-04-30
VIG
0.00%Vanguard Div Appreciation ETF
Shares3.3K
Event2026-03-31
Filed2026-04-30
VO
-1.87%Vanguard Mid Cap ETF
Shares2.5K
Event2026-03-31
Filed2026-04-30
PFF
-7.63%Ishares Trust Pfd & Income Securities ETF
Shares23.3K
Event2026-03-31
Filed2026-04-30
XLV
74.37%Health Care - SPDR Select Sector ETF
Shares4.7K
Event2026-03-31
Filed2026-04-30
QUAL
-20.26%Ishares Msci USA Quality Factor ETF
Shares3.5K
Event2026-03-31
Filed2026-04-30
BP
-7.31%BP P.L.C.
Shares13.8K
Event2026-03-31
Filed2026-04-30
Canadian Pacific Kansas City Ltd Corp
-9.07%Canadian Pacific Kansas City Ltd Corp
Shares8.1K
Event2026-03-31
Filed2026-04-30
CEG
100.00%Constellation Energy Corp Common
Shares2.3K
Event2026-03-31
Filed2026-04-30
VLO
-3.89%Valero Energy Corp
Shares2.5K
Event2026-03-31
Filed2026-04-30
IRM
-20.97%Iron Mountain Inc
Shares6.1K
Event2026-03-31
Filed2026-04-30
MPC
-3.98%Marathon Petroleum Corp
Shares2.6K
Event2026-03-31
Filed2026-04-30
NET
0.00%Cloudflare Inc Class A Common
Shares3.0K
Event2026-03-31
Filed2026-04-30
CL
-3.06%Colgate Palmolive Co
Shares7.2K
Event2026-03-31
Filed2026-04-30
ADI
2.01%Analog Devices Inc Corp Com
Shares1.9K
Event2026-03-31
Filed2026-04-30
ISRG
3.83%Intuitive Surgical Inc Corp
Shares1.3K
Event2026-03-31
Filed2026-04-30
BSCY
145.58%Invesco Bulletshares 2034 Corp Bd ETF
Shares29.1K
Event2026-03-31
Filed2026-04-30
PSX
-0.43%Phillips 66 Com
Shares3.2K
Event2026-03-31
Filed2026-04-30
EFG
0.00%Ishares MSCI EAFE Growth Index Fund
Shares5.3K
Event2026-03-31
Filed2026-04-30
TSM
-16.36%Taiwan Semicondutor Mfg
Shares1.7K
Event2026-03-31
Filed2026-04-30
BSX
36.12%Boston Scientific Corp
Shares9.3K
Event2026-03-31
Filed2026-04-30
Abrdn ETF Physical Gold Shares
NewAbrdn ETF Physical Gold Shares
Shares12.9K
Event2026-03-31
Filed2026-04-30
AMT
-25.13%American Tower REIT
Shares3.3K
Event2026-03-31
Filed2026-04-30
CAH
-0.92%Cardinal Health Inc
Shares2.7K
Event2026-03-31
Filed2026-04-30
Linde PLC Corp
-5.59%Linde PLC Corp
Shares1.1K
Event2026-03-31
Filed2026-04-30
ALL
-2.40%Allstate Corp
Shares2.7K
Event2026-03-31
Filed2026-04-30
EMR
-0.58%Emerson Electric Company
Shares4.3K
Event2026-03-31
Filed2026-04-30
BSCQ
-7.66%Invesco BulletShares 2026 Corp Bd ETF
Shares27.7K
Event2026-03-31
Filed2026-04-30
HSY
9.68%The Hershey Company
Shares2.6K
Event2026-03-31
Filed2026-04-30
CM
0.00%Canadian Imperial Bank Common
Shares5.6K
Event2026-03-31
Filed2026-04-30
BMY
-22.47%Bristol Myers Squibb Co
Shares8.8K
Event2026-03-31
Filed2026-04-30
CB
-4.51%Chubb Limited, Zuerich
Shares1.6K
Event2026-03-31
Filed2026-04-30
MLM
-2.88%Martin Marietta Materials Inc
Shares876
Event2026-03-31
Filed2026-04-30
Marvell Technology Inc Common
-10.47%Marvell Technology Inc Common
Shares5.1K
Event2026-03-31
Filed2026-04-30
BF.B
1.71%Brown Forman Corp Class B
Shares19.0K
Event2026-03-31
Filed2026-04-30
CATH
0.00%S&P 500 Catholic Values ETF
Shares6.2K
Event2026-03-31
Filed2026-04-30
AMP
-1.38%Amerprise Financial
Shares1.1K
Event2026-03-31
Filed2026-04-30
SLB
-1.87%Schlumberger LTD
Shares9.2K
Event2026-03-31
Filed2026-04-30
PLTR
-2.27%Palantir Technologies Inc. Class A
Shares3.2K
Event2026-03-31
Filed2026-04-30
LQD
0.00%iShares iBoxx Invst Gr Corp Bd ETF
Shares4.3K
Event2026-03-31
Filed2026-04-30
SU
-14.99%Suncor Energy Inc New
Shares7.0K
Event2026-03-31
Filed2026-04-30
Unilever PLC ADR
NewUnilever PLC ADR
Shares8.0K
Event2026-03-31
Filed2026-04-30
Medtronic PLC
-4.92%Medtronic PLC
Shares4.9K
Event2026-03-31
Filed2026-04-30
IYW
0.00%iShares U.S. Technology ETF
Shares2.3K
Event2026-03-31
Filed2026-04-30
ELF
-55.66%E.L.F. Beauty Inc
Shares6.8K
Event2026-03-31
Filed2026-04-30
IJH
-0.24%Ishares Tr Core S&P Mid-Cap ETF
Shares6.1K
Event2026-03-31
Filed2026-04-30
XLRE
3.65%Real Estate - Select Sector ETF
Shares10.1K
Event2026-03-31
Filed2026-04-30
F
-36.90%Ford Motor Co
Shares35.6K
Event2026-03-31
Filed2026-04-30
SO
-1.34%Southern Company
Shares4.2K
Event2026-03-31
Filed2026-04-30
VRTX
1.71%Vertex Pharmaceuticals Inc
Shares891
Event2026-03-31
Filed2026-04-30
T
-8.30%AT&T Inc
Shares13.6K
Event2026-03-31
Filed2026-04-30
XLF
1.73%Financials - SPDR Select Sector ETF
Shares7.9K
Event2026-03-31
Filed2026-04-30
SM
NewSM Energy Company RR
Shares12.6K
Event2026-03-31
Filed2026-04-30
AWK
-4.69%American Water Works Co Inc
Shares2.8K
Event2026-03-31
Filed2026-04-30
Cigna Corp Common
2.19%Cigna Corp Common
Shares1.4K
Event2026-03-31
Filed2026-04-30
DLR
-7.27%Digital Rlty Tr Inc REIT
Shares2.1K
Event2026-03-31
Filed2026-04-30
IJK
0.00%Ishares Tr S&P Midcap 400 Growth ETF
Shares3.8K
Event2026-03-31
Filed2026-04-30
IWO
3.34%Ishares Russell 2000 Growth ETF
Shares1.2K
Event2026-03-31
Filed2026-04-30
BSCZ
NewInvesco Bulletshares 2035 Corp Bd ETF
Shares17.5K
Event2026-03-31
Filed2026-04-30
KR
0.00%Kroger Company
Shares4.9K
Event2026-03-31
Filed2026-04-30
MKC
NewMcCormick & Co Inc Common Non Vtg
Shares7.0K
Event2026-03-31
Filed2026-04-30
MZTI
-32.44%The Marzetti Company
Shares2.5K
Event2026-03-31
Filed2026-04-30
MCO
0.78%Moody's Corp.
Shares775
Event2026-03-31
Filed2026-04-30
IWP
6.26%iShares Russell Mid Cap Growth ETF
Shares2.6K
Event2026-03-31
Filed2026-04-30
TSLA
-19.89%Tesla Inc
Shares846
Event2026-03-31
Filed2026-04-30
XLB
0.16%Materials - SPDR Select Sector ETF
Shares6.2K
Event2026-03-31
Filed2026-04-30
DEO
-0.61%Diageo PLC New Spons ADR
Shares4.1K
Event2026-03-31
Filed2026-04-30
ELV
-0.76%Elevance Health, Inc.
Shares1.0K
Event2026-03-31
Filed2026-04-30
IWN
6.81%Ishares Russell 2000 Val Ind
Shares1.6K
Event2026-03-31
Filed2026-04-30
CTAS
0.00%Cintas Corp
Shares1.8K
Event2026-03-31
Filed2026-04-30
BR
0.00%Broadridge Finl Solutions Inc Common
Shares1.8K
Event2026-03-31
Filed2026-04-30
IVE
0.00%Ishares S&P 500 Value ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
SPGP
0.00%Invesco S&P 500 Garp ETF
Shares2.7K
Event2026-03-31
Filed2026-04-30
SRE
-0.83%Sempra Energy
Shares2.9K
Event2026-03-31
Filed2026-04-30
STT
-1.17%State St Corp
Shares2.2K
Event2026-03-31
Filed2026-04-30
SPDW
0.00%SPDR Portfolio World EX-US ETF
Shares6.1K
Event2026-03-31
Filed2026-04-30
HUM
-11.28%Humana Inc
Shares1.6K
Event2026-03-31
Filed2026-04-30
CVS
14.54%CVS Health Corporation
Shares3.8K
Event2026-03-31
Filed2026-04-30
NRG
2.50%NRG Energy Inc
Shares1.8K
Event2026-03-31
Filed2026-04-30
KMI
-13.07%Kinder Morgan Inc Del
Shares7.9K
Event2026-03-31
Filed2026-04-30
TTWO
-7.05%Take-Two Interactive Software Inc
Shares1.3K
Event2026-03-31
Filed2026-04-30
AEP
-1.26%American Electric Power Co
Shares2.0K
Event2026-03-31
Filed2026-04-30
AXP
-5.71%American Express Company
Shares826
Event2026-03-31
Filed2026-04-30
ENB
0.00%Enbridge Inc Common
Shares4.6K
Event2026-03-31
Filed2026-04-30
XLU
-1.12%Utilities - SPDR Select Sector ETF
Shares5.3K
Event2026-03-31
Filed2026-04-30
REGN
-1.59%Regeneron Pharmaceuticals Inc
Shares310
Event2026-03-31
Filed2026-04-30
IJR
-0.37%Ishares S&P Small Cap 600 Index Fund
Shares1.9K
Event2026-03-31
Filed2026-04-30
AGG
-2.07%Ishares Tr Core U S Aggregate Bd ETF
Shares2.4K
Event2026-03-31
Filed2026-04-30
XNTK
0.00%Spdr NYSE Technology ETF
Shares915
Event2026-03-31
Filed2026-04-30
VEU
0.00%Vanguard Ftse All World Ex US Index Fund ETF
Shares3.1K
Event2026-03-31
Filed2026-04-30
SAP
176.07%SAP SE ADR
Shares1.4K
Event2026-03-31
Filed2026-04-30
SPOT
9400.00%Spotify Technology SA
Shares475
Event2026-03-31
Filed2026-04-30
BA
-25.33%Boeing Company
Shares1.1K
Event2026-03-31
Filed2026-04-30
SHOP
5.71%Shopify Inc
Shares1.9K
Event2026-03-31
Filed2026-04-30
EPD
-14.13%Enterprise Products Partners LP
Shares5.8K
Event2026-03-31
Filed2026-04-30
NFRA
0.00%Flexshares Global Broad Infrastracture Common
Shares3.4K
Event2026-03-31
Filed2026-04-30
IWS
-4.88%IShares Russell Mid-cap Value ETF
Shares1.5K
Event2026-03-31
Filed2026-04-30
PGX
-9.06%Invesco Exchange Traded PFD II
Shares19.6K
Event2026-03-31
Filed2026-04-30
OMC
-2.44%Omnicom Group Inc
Shares2.8K
Event2026-03-31
Filed2026-04-30
IQV
1.74%Iqvia Holdings Inc.
Shares1.2K
Event2026-03-31
Filed2026-04-30
EOG
-3.06%EOG Resources Inc Common
Shares1.4K
Event2026-03-31
Filed2026-04-30
IYM
-4.88%Ishares Tr DJ Basic Material
Shares1.2K
Event2026-03-31
Filed2026-04-30
VWO
-15.06%Vanguard Ftse Emerging Market ETF
Shares3.8K
Event2026-03-31
Filed2026-04-30
LNG
6.77%Cheniere Energy Inc Common New
Shares725
Event2026-03-31
Filed2026-04-30
Dupont De Nemours Inc Corp Common
0.00%Dupont De Nemours Inc Corp Common
Shares4.5K
Event2026-03-31
Filed2026-04-30
SPSM
0.00%SPDR Portfolio Small Cap ETF
Shares4.2K
Event2026-03-31
Filed2026-04-30
EW
0.00%Edwards Lifesciences Corp Common
Shares2.5K
Event2026-03-31
Filed2026-04-30
XLY
-5.93%Consumer Discretionary - SPDR Select Sector ETF
Shares1.9K
Event2026-03-31
Filed2026-04-30
SPYG
40.68%SPDR Portfolio S&P 500 Growth ETF
Shares2.1K
Event2026-03-31
Filed2026-04-30
VGT
-7.91%Vanguard Information Technology ETF
Shares291
Event2026-03-31
Filed2026-04-30
CARR
-9.35%Carrier Global Corp Common
Shares3.5K
Event2026-03-31
Filed2026-04-30
EME
-9.56%Emcor Group Inc Common
Shares265
Event2026-03-31
Filed2026-04-30
Lam Research Corp
-14.15%Lam Research Corp
Shares910
Event2026-03-31
Filed2026-04-30
ITOT
0.00%IShares Trust S&P 1500 Total US Stock Mkt ETF
Shares1.3K
Event2026-03-31
Filed2026-04-30
CPRT
-19.22%Copart Inc
Shares5.5K
Event2026-03-31
Filed2026-04-30
UBS
0.00%UBS Group AG
Shares4.8K
Event2026-03-31
Filed2026-04-30
IBIT
-72.52%iShares Bitcoin Trust ETF
Shares4.7K
Event2026-03-31
Filed2026-04-30
SLV
-3.68%Ishares Silver Tr
Shares2.6K
Event2026-03-31
Filed2026-04-30
GOVT
-6.65%Ishares US Treasury Bond ETF
Shares7.7K
Event2026-03-31
Filed2026-04-30
KRE
-0.19%Spdr Ser Tr S&P Regl Bkg ETF
Shares2.7K
Event2026-03-31
Filed2026-04-30
ECL
5.52%Ecolab Inc
Shares650
Event2026-03-31
Filed2026-04-30
BBY
0.00%Best Buy Inc
Shares2.7K
Event2026-03-31
Filed2026-04-30
VCLT
0.00%Vanguard Long-Term Corp Bond Index Fund
Shares2.3K
Event2026-03-31
Filed2026-04-30
DWM
0.00%Wisdomtree International Equity Fund Eqy ETF
Shares2.4K
Event2026-03-31
Filed2026-04-30
IWB
-17.61%Ishares Russell 1000 Index
Shares468
Event2026-03-31
Filed2026-04-30
Viper Energy Inc
-22.01%Viper Energy Inc
Shares3.5K
Event2026-03-31
Filed2026-04-30
MNST
0.00%Monster Beverage Corp
Shares2.2K
Event2026-03-31
Filed2026-04-30
ONB
-19.49%Old National Bancorp
Shares7.1K
Event2026-03-31
Filed2026-04-30
BF.A
0.00%Brown Forman Corp Class A
Shares5.8K
Event2026-03-31
Filed2026-04-30
RPM
-6.06%RPM International Inc Common
Shares1.6K
Event2026-03-31
Filed2026-04-30
DVN
-4.05%Devon Energy Corporation New
Shares3.0K
Event2026-03-31
Filed2026-04-30
SUB
0.00%iShares National Muni Bond ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
XLP
-1.97%Consumer Staples - SPDR Select Sector ETF
Shares1.7K
Event2026-03-31
Filed2026-04-30
EXPD
-4.26%Expeditors Intl Wash Inc
Shares989
Event2026-03-31
Filed2026-04-30
IP
-32.53%International Paper
Shares3.9K
Event2026-03-31
Filed2026-04-30
VFH
-4.17%Vanguard Financials ETF
Shares1.1K
Event2026-03-31
Filed2026-04-30
MSI
-2.74%Motorola Solutions Inc Common New
Shares320
Event2026-03-31
Filed2026-04-30
VVV
2.50%Valvoline Inc
Shares4.1K
Event2026-03-31
Filed2026-04-30
VBK
0.00%Vanguard Small-Cap Growth ETF
Shares447
Event2026-03-31
Filed2026-04-30
SNPS
31.64%Synopsys, Inc Common
Shares337
Event2026-03-31
Filed2026-04-30
GLW
0.00%Corning Incorporated
Shares948
Event2026-03-31
Filed2026-04-30
ACWX
0.00%Ishares Msci Acwi Ex US ETF
Shares1.9K
Event2026-03-31
Filed2026-04-30
CSGS
0.00%CSG Systems International Inc
Shares1.6K
Event2026-03-31
Filed2026-04-30
GEHC
-1.51%GE Healthcare Technologies Inc
Shares1.8K
Event2026-03-31
Filed2026-04-30
MMC
-1.39%Marsh & McLennan Cos Inc Common
Shares711
Event2026-03-31
Filed2026-04-30
Draftkings Inc. Class A
-83.14%Draftkings Inc. Class A
Shares5.7K
Event2026-03-31
Filed2026-04-30
ADBE
-73.82%Adobe Systems Incorporated Delaware
Shares506
Event2026-03-31
Filed2026-04-30
JEPI
0.00%JP Morgan Premium Income ETF
Shares2.2K
Event2026-03-31
Filed2026-04-30
SPYV
0.00%SPDR Portfolio S&P 500 Value ETF
Shares2.2K
Event2026-03-31
Filed2026-04-30
SYF
-5.33%Synchrony Finl Common
Shares1.8K
Event2026-03-31
Filed2026-04-30
DGRW
0.00%Wisdomtree U.S. Quality Dividend Growth Fund ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
CTVA
0.00%Corteva Inc Com
Shares1.4K
Event2026-03-31
Filed2026-04-30
D
-2.68%Dominion Energy Inc
Shares1.9K
Event2026-03-31
Filed2026-04-30
ADSK
-1.99%Autodesk Inc
Shares492
Event2026-03-31
Filed2026-04-30
FTNT
0.00%Fortinet Inc.
Shares1.4K
Event2026-03-31
Filed2026-04-30
IUSG
-17.31%iShares Core S&P U.S. Growth ETF
Shares750
Event2026-03-31
Filed2026-04-30
PPG
-67.02%PPG Industries Inc
Shares1.1K
Event2026-03-31
Filed2026-04-30
AFL
0.00%AFLAC Inc
Shares1.1K
Event2026-03-31
Filed2026-04-30
XLC
-9.57%Communication Services - SPDR Select Sector ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
MBB
-2.65%Ishares Barclays Mbs Bond Fund ETF
Shares1.2K
Event2026-03-31
Filed2026-04-30
KMB
-19.31%Kimberly-Clark Corp
Shares1.2K
Event2026-03-31
Filed2026-04-30
IGM
0.00%Ishares Expanded Tech Sector ETF
Shares960
Event2026-03-31
Filed2026-04-30
DRI
-1.69%Darden Restaurants
Shares580
Event2026-03-31
Filed2026-04-30
MCRI
0.00%Monarch Casino & Resort, Inc
Shares1.2K
Event2026-03-31
Filed2026-04-30
ZBH
-24.80%Zimmer Biomet Holdings Inc
Shares1.2K
Event2026-03-31
Filed2026-04-30
DHS
0.00%Wisdomtree US High Dividend Fund ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
IVOO
0.00%Vanguard S&P Mid-Cap 400 ETF
Shares948
Event2026-03-31
Filed2026-04-30
VTR
-2.11%Ventas
Shares1.3K
Event2026-03-31
Filed2026-04-30
SMMD
0.00%iShares Russell 2500 ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
PZA
-2.13%Invesco National AMT-Free Municipal Bond ETF
Shares4.6K
Event2026-03-31
Filed2026-04-30
ITM
0.00%VanEck Intermediate Muni ETF
Shares2.3K
Event2026-03-31
Filed2026-04-30
SONY
1892.03%Sony Group Corporation ADR
Shares5.0K
Event2026-03-31
Filed2026-04-30
GIS
-9.62%General Mills
Shares2.7K
Event2026-03-31
Filed2026-04-30
EXC
-2.40%Exelon Corp
Shares2.0K
Event2026-03-31
Filed2026-04-30
APH
-7.89%Amphenol Corp Class A Com
Shares759
Event2026-03-31
Filed2026-04-30
KLAC
-25.29%Kla-tencor Corp Common
Shares65
Event2026-03-31
Filed2026-04-30
HIG
-22.14%Hartford Financial Services Group Inc Common
Shares700
Event2026-03-31
Filed2026-04-30
VMC
-4.18%Vulcan Materials Common
Shares344
Event2026-03-31
Filed2026-04-30
TotalEnergies SE
NewTotalEnergies SE
Shares1.0K
Event2026-03-31
Filed2026-04-30
WELL
-5.04%Welltower Inc Common
Shares471
Event2026-03-31
Filed2026-04-30
ULTA
-12.44%Ulta Salon Cosmetics & Fragrance Inc
Shares176
Event2026-03-31
Filed2026-04-30
MGY
0.00%Magnolia Oil & Gas Corp Class A Common
Shares2.9K
Event2026-03-31
Filed2026-04-30
FCX
-6.06%Freeport-McMoran Inc
Shares1.5K
Event2026-03-31
Filed2026-04-30
GILD
-8.32%Gilead Sciences Inc
Shares650
Event2026-03-31
Filed2026-04-30
LYV
1.72%Live Nation Entertainment Inc Corp
Shares590
Event2026-03-31
Filed2026-04-30
FE
-1.67%Firstenergy Corp
Shares1.7K
Event2026-03-31
Filed2026-04-30
JCI
-2.27%Johnson Controls International PLC Shs
Shares647
Event2026-03-31
Filed2026-04-30
ROK
0.00%Rockwell Automation Inc
Shares236
Event2026-03-31
Filed2026-04-30
RF
-4.33%Regions Financial Corp COM
Shares3.2K
Event2026-03-31
Filed2026-04-30
SPHQ
0.00%Invesco S&P 500 Quality ETF
Shares1.1K
Event2026-03-31
Filed2026-04-30
ASH
0.00%Ashland Global Hldgs
Shares1.5K
Event2026-03-31
Filed2026-04-30
LDOS
0.00%Leidos Holdings Inc
Shares517
Event2026-03-31
Filed2026-04-30
USIG
-3.88%Ishares Broad Usd Investment Gr Corp Bond ETF
Shares1.6K
Event2026-03-31
Filed2026-04-30
Ishares Gold Trust New ETF
-18.48%Ishares Gold Trust New ETF
Shares900
Event2026-03-31
Filed2026-04-30
FITB
0.00%Fifth Third Bancorp
Shares1.7K
Event2026-03-31
Filed2026-04-30
PGR
-15.01%Progressive Corp Common
Shares385
Event2026-03-31
Filed2026-04-30
Wec Energy Group Inc
-13.23%Wec Energy Group Inc
Shares656
Event2026-03-31
Filed2026-04-30
WST
0.00%West Pharmaceutical Services
Shares300
Event2026-03-31
Filed2026-04-30
DNP
-12.12%DNP Select Income FD Inc
Shares7.3K
Event2026-03-31
Filed2026-04-30
GSK PLC New
-3.72%GSK PLC New
Shares1.3K
Event2026-03-31
Filed2026-04-30
PH
-15.31%Parker Hannifin Corp Common
Shares83
Event2026-03-31
Filed2026-04-30
Crown Castle Intl Corp Common
2.40%Crown Castle Intl Corp Common
Shares895
Event2026-03-31
Filed2026-04-30
AIVL
0.00%Wisdomtree US Ai Enhanced Value Fund ETF
Shares625
Event2026-03-31
Filed2026-04-30
TRV
-2.76%Travelers Cos Inc
Shares247
Event2026-03-31
Filed2026-04-30
NEM
-7.43%Newmont Mining Corp (New)
Shares660
Event2026-03-31
Filed2026-04-30
BLV
-22.44%Vanguard Long-term Bond Index Fund ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
BNS
-1.95%Bank of Nova Scotia
Shares1.0K
Event2026-03-31
Filed2026-04-30
VGIT
0.00%Vanguard Intermediate-Term Treasury ETF
Shares1.1K
Event2026-03-31
Filed2026-04-30
SUN
0.00%Sunoco LP
Shares1.0K
Event2026-03-31
Filed2026-04-30
MSCI
713.33%MSCI Inc.
Shares122
Event2026-03-31
Filed2026-04-30
WFC
-43.98%Wells Fargo & Co New
Shares824
Event2026-03-31
Filed2026-04-30
PYPL
-1.83%Paypal Holdings Inc
Shares1.4K
Event2026-03-31
Filed2026-04-30
RBCAA
0.00%Republic Bancorp Inc Class A
Shares925
Event2026-03-31
Filed2026-04-30
YUMC
-68.73%Yum China Holdings Inc
Shares1.3K
Event2026-03-31
Filed2026-04-30
HRB
0.00%H & R Block Inc.
Shares2.0K
Event2026-03-31
Filed2026-04-30
PRU
-2.42%Prudential Financial
Shares644
Event2026-03-31
Filed2026-04-30
NVO
-61.99%Novo-nordisk A/S ADR
Shares1.7K
Event2026-03-31
Filed2026-04-30
DOW
0.00%Dow Inc Corp Common
Shares1.5K
Event2026-03-31
Filed2026-04-30
Blackstone Inc Common
-74.01%Blackstone Inc Common
Shares534
Event2026-03-31
Filed2026-04-30
HLT
43.88%Hilton Worldwide Holdings Inc.
Shares200
Event2026-03-31
Filed2026-04-30
DLTR
0.00%Dollar Tree
Shares550
Event2026-03-31
Filed2026-04-30
MTUM
-37.66%iShares MSCI USA Momentum Factor ETF
Shares250
Event2026-03-31
Filed2026-04-30
WPC
0.00%W P Carey Inc Common
Shares880
Event2026-03-31
Filed2026-04-30
IVW
0.00%Ishares Trust S&P 500 Growth ETF
Shares525
Event2026-03-31
Filed2026-04-30
VGK
0.00%Vanguard Intl Equity Index Fund Ftse Europe ETF
Shares720
Event2026-03-31
Filed2026-04-30
XME
0.00%SPDR Series Trust Metals & Mining ETF
Shares545
Event2026-03-31
Filed2026-04-30
CWB
0.00%SPDR Bloomberg Convertible Securities ETF
Shares600
Event2026-03-31
Filed2026-04-30
CMG
-48.87%Chipotle Mexican Grill Inc Common
Shares1.6K
Event2026-03-31
Filed2026-04-30
VONG
-4.02%Vanguard Russell 1000 Growth Index Etf
Shares477
Event2026-03-31
Filed2026-04-30
O
-4.28%Realty Income Corp Common
Shares850
Event2026-03-31
Filed2026-04-30
TM
-15.54%Toyota Mtr Corp ADR 2
Shares250
Event2026-03-31
Filed2026-04-30
BDX
0.00%Becton Dickinson & Co
Shares325
Event2026-03-31
Filed2026-04-30
IDA
0.00%Idacorp Inc
Shares357
Event2026-03-31
Filed2026-04-30
SPXL
-47.62%Direxion Daily S&P 500 Bull 3x Shares ETF
Shares275
Event2026-03-31
Filed2026-04-30
Aegon Ltd. New York Shares
-12.50%Aegon Ltd. New York Shares
Shares7.0K
Event2026-03-31
Filed2026-04-30
LEN
0.00%Lennar Corp Class A
Shares584
Event2026-03-31
Filed2026-04-30
CMCSA
-12.41%Comcast Corporation (New)
Shares1.8K
Event2026-03-31
Filed2026-04-30
TDS
0.00%Telephone And Data Systems, Inc
Shares1.2K
Event2026-03-31
Filed2026-04-30
GUNR
0.00%Flexshares Morningstar Global Natural Res ETF
Shares915
Event2026-03-31
Filed2026-04-30
UNF
0.00%Unifirst Corp
Shares200
Event2026-03-31
Filed2026-04-30
RSG
-16.67%Republic Services Inc
Shares225
Event2026-03-31
Filed2026-04-30
Solstice Advanced Materials Inc.
NewSolstice Advanced Materials Inc.
Shares646
Event2026-03-31
Filed2026-04-30
BCE
0.00%BCE Inc Common New
Shares1.9K
Event2026-03-31
Filed2026-04-30
EVRG
0.00%Evergy Inc
Shares556
Event2026-03-31
Filed2026-04-30
IGSB
0.00%Ishares Trust Corporate Bond ETF
Shares864
Event2026-03-31
Filed2026-04-30
KHC
-38.20%Kraft Heinz Co
Shares1.9K
Event2026-03-31
Filed2026-04-30
LHX
0.00%L3harris Technologies Inc
Shares125
Event2026-03-31
Filed2026-04-30
CTRA
0.00%Coterra Energy Inc
Shares1.2K
Event2026-03-31
Filed2026-04-30
BKNG
100.00%Booking Holdings Inc
Shares10
Event2026-03-31
Filed2026-04-30
DAR
0.00%Darling Ingredients Inc
Shares670
Event2026-03-31
Filed2026-04-30
BOOT
0.00%Boot Barn Holdings, Inc
Shares280
Event2026-03-31
Filed2026-04-30
IJT
0.00%Ishares Trust S&P Small Capital 600 Growth ETF
Shares280
Event2026-03-31
Filed2026-04-30
FBT
0.00%First Tr Fund NYSE Arca Biotechnology Index Fd
Shares200
Event2026-03-31
Filed2026-04-30
JEPQ
0.00%JPMorgan NASDAQ Equity Premium Income ETF
Shares720
Event2026-03-31
Filed2026-04-30
DGX
0.00%Quest Diagnostics Inc
Shares200
Event2026-03-31
Filed2026-04-30
GSIE
-10.00%Goldman Sachs ETF International Equity
Shares900
Event2026-03-31
Filed2026-04-30
IJS
0.00%Ishares S&P Small Cap 600 Value Index ETF
Shares318
Event2026-03-31
Filed2026-04-30
DIA
0.00%State Street SPDR Dow Jones Ind Avg ETF Tr
Shares80
Event2026-03-31
Filed2026-04-30
BRBR
-74.08%BellRing Brands, Inc.
Shares2.3K
Event2026-03-31
Filed2026-04-30
NDAQ
-5.56%Nasdaq Inc Corp
Shares425
Event2026-03-31
Filed2026-04-30
MET
-77.10%Metlife Inc
Shares505
Event2026-03-31
Filed2026-04-30
FBIN
0.00%Fortune Brands Home & Security, Inc
Shares900
Event2026-03-31
Filed2026-04-30
EBAY
0.00%Ebay Inc
Shares380
Event2026-03-31
Filed2026-04-30
TLH
0.00%Ishares 10-20 Year Treasury Bond ETF
Shares336
Event2026-03-31
Filed2026-04-30
AZO
0.00%Autozone Inc Common
Shares10
Event2026-03-31
Filed2026-04-30
ES
0.00%Eversource Energy Corp Common
Shares485
Event2026-03-31
Filed2026-04-30
MRTN
0.00%Marten Transport, LTD
Shares2.5K
Event2026-03-31
Filed2026-04-30
EYLD
-11.11%Cambria Emerging Shareholder Yield ETF
Shares800
Event2026-03-31
Filed2026-04-30
GEM
-11.76%Goldman Sachs ETF Trust Activebeta Emerging Markets Equity
Shares750
Event2026-03-31
Filed2026-04-30
MCHP
0.00%Microchip Tech Inc
Shares500
Event2026-03-31
Filed2026-04-30
SNX
0.00%TD Synnex Corp
Shares190
Event2026-03-31
Filed2026-04-30
SCHC
0.00%Schwab International Small-Cap Equity ETF
Shares684
Event2026-03-31
Filed2026-04-30
SCHP
0.00%Schwab US Tips ETF
Shares1.2K
Event2026-03-31
Filed2026-04-30
HYD
0.00%Vaneck High Yield Muni ETF
Shares635
Event2026-03-31
Filed2026-04-30
EQR
0.00%Equity Residential Com Shs
Shares533
Event2026-03-31
Filed2026-04-30
OTIS
-50.55%Otis Worldwide Corp Common
Shares401
Event2026-03-31
Filed2026-04-30
ALGN
-1.64%Align Technology Inc
Shares180
Event2026-03-31
Filed2026-04-30
TDC
0.00%Teradata Corp
Shares1.2K
Event2026-03-31
Filed2026-04-30
SCHH
0.00%Schwab Strategic Tr ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
TFLO
0.00%Blackrock Ishares Treasury Float Rate Bd ETF
Shares596
Event2026-03-31
Filed2026-04-30
TEVA
-6.19%Teva Pharmacuticals Industry
Shares1.0K
Event2026-03-31
Filed2026-04-30
BOND
0.00%Pimco Active Bond ETF
Shares325
Event2026-03-31
Filed2026-04-30
WAB
2.56%Westinghouse Air Brake Technologies Corp Com
Shares120
Event2026-03-31
Filed2026-04-30
VTV
0.00%Vanguard Value Index Fund ETF
Shares152
Event2026-03-31
Filed2026-04-30
HTH
0.00%Hilltop Holdings Inc
Shares830
Event2026-03-31
Filed2026-04-30
VLTO
-22.94%Veralto Corp
Shares336
Event2026-03-31
Filed2026-04-30
JSMD
0.00%Janus Henderson Small/Mid Cap Growth Alpha ETF
Shares369
Event2026-03-31
Filed2026-04-30
QABA
0.00%First Tr Nasdaq ABA Cmnty Bk Index Fund
Shares500
Event2026-03-31
Filed2026-04-30
TSN
0.00%Tyson Foods Inc Class A
Shares450
Event2026-03-31
Filed2026-04-30
ZTS
-43.26%Zoetis Inc Class A
Shares240
Event2026-03-31
Filed2026-04-30
DGRO
-20.75%Ishares Core Dividend Growth ETF
Shares401
Event2026-03-31
Filed2026-04-30
BUD
-6.76%Anheuser Busch Inbev Sa/nv Sponsored ADR
Shares400
Event2026-03-31
Filed2026-04-30
FYLD
-9.79%Cambria Foreign Shareholder Yield ETF
Shares700
Event2026-03-31
Filed2026-04-30
SHM
0.00%SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
Shares545
Event2026-03-31
Filed2026-04-30
MMU
-15.83%Western Asset Managed Muns Fd Inc Common
Shares2.5K
Event2026-03-31
Filed2026-04-30
PPL
0.00%PPL Corporation Corp Common
Shares670
Event2026-03-31
Filed2026-04-30
BALL
-10.53%Ball Corp
Shares425
Event2026-03-31
Filed2026-04-30
VLUE
0.00%Ishares Tr MSCI USA Value ETF
Shares176
Event2026-03-31
Filed2026-04-30
SNY
-12.82%Sanofi-Aventis
Shares517
Event2026-03-31
Filed2026-04-30
INTC
-16.54%Intel Corporation
Shares560
Event2026-03-31
Filed2026-04-30
NTRS
-85.11%Northern Trust Corp
Shares175
Event2026-03-31
Filed2026-04-30
Alps ETF Tr
-27.56%Alps ETF Tr
Shares460
Event2026-03-31
Filed2026-04-30
AAXJ
0.00%Ishares MSCI All Country Asia Ex Japan ETF
Shares242
Event2026-03-31
Filed2026-04-30
ZION
0.00%Zions Bancorporation Common
Shares400
Event2026-03-31
Filed2026-04-30
ADM
-8.26%Archer Danels Midland
Shares300
Event2026-03-31
Filed2026-04-30
INTU
-65.75%Intuit Inc.
Shares50
Event2026-03-31
Filed2026-04-30
VT
0.00%Vanguard I Total World Stocketf
Shares155
Event2026-03-31
Filed2026-04-30
FSK
0.00%FS KKR Capital Corp
Shares2.1K
Event2026-03-31
Filed2026-04-30
RDY
-34.07%Dr Reddy's Laboratories LTD ADR
Shares1.5K
Event2026-03-31
Filed2026-04-30
VTWO
0.00%Vanguard Russell 2000 Index ETF
Shares193
Event2026-03-31
Filed2026-04-30
SPDR Bloomberg High Yield Bond ETF
0.00%SPDR Bloomberg High Yield Bond ETF
Shares200
Event2026-03-31
Filed2026-04-30
IYE
-17.00%iShares U.S. Energy ETF
Shares293
Event2026-03-31
Filed2026-04-30
MOAT
-16.24%VanEck Morningstar Wide Moat ETF
Shares196
Event2026-03-31
Filed2026-04-30
BIIB
0.00%Biogen Incorporated
Shares100
Event2026-03-31
Filed2026-04-30
SKYY
0.00%First Trust Cloud Computing ETF
Shares165
Event2026-03-31
Filed2026-04-30
CME
-20.00%CME Group Inc Common
Shares60
Event2026-03-31
Filed2026-04-30
Venture Global Inc. Ordinary Shares - Class A
NewVenture Global Inc. Ordinary Shares - Class A
Shares1.1K
Event2026-03-31
Filed2026-04-30
NUE
-8.26%Nucor Corp
Shares100
Event2026-03-31
Filed2026-04-30
SPYD
NewSPDR Series Tr State St Port S&P 500 High Div ETF
Shares368
Event2026-03-31
Filed2026-04-30
WAT
330.77%Waters Corp
Shares56
Event2026-03-31
Filed2026-04-30
IYH
0.00%iShares U.S. Healthcare ETF
Shares270
Event2026-03-31
Filed2026-04-30
ALNY
1566.67%Alnylam Pharmaceuticals Inc
Shares50
Event2026-03-31
Filed2026-04-30
TXRH
-71.83%Texas Roadhouse Inc
Shares100
Event2026-03-31
Filed2026-04-30
WBD
-12.30%Warner Bros. Discovery Srs
Shares599
Event2026-03-31
Filed2026-04-30
SUI
-50.00%Sun Communities, Inc
Shares125
Event2026-03-31
Filed2026-04-30
MAS
0.00%Masco Corp Common
Shares252
Event2026-03-31
Filed2026-04-30
BNDX
0.00%Vanguard Total International ETF
Shares316
Event2026-03-31
Filed2026-04-30
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