Sponsored
The Analysis of Indiana Trust & Investment Management Co's Holdings & P&L
Currently, Indiana Trust & Investment Management Co holds 486 types of securities in its portfolio with a total value $323.8M. In the most recent quarter, they have increased their positions in XOM (+6.9K shares, valued at $1.2M), MYI (+91.2K shares, valued at $959.0K), ADI (+2.5K shares, valued at $782.6K); decreased their positions in NAD (-99.3K shares, valued at $1.1M), META (-1.5K shares, valued at $861.1K), ORCL (-5.7K shares, valued at $837.1K); initiated new positions in MYI (+91.2K shares, valued at $959.0K), MHD (+68.0K shares, valued at $767.0K), N/A (+16.5K shares, valued at $700.7K).
1M P&L
-13.2M-4.05%
3M P&L
-28.7M-8.40%
HY P&L
-15.2M-4.65%
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/A108.0M
37.2%
2Semiconductors34.3M
11.8%
3Drug Manufacturers - General19.1M
6.6%
Top Industries by Stock Count
1N/A171 stocks
39.0%
2Drug Manufacturers - General11 stocks
2.5%
3Semiconductors11 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Alphabet Inc Cap Stock Cl A (Google) Alphabet Inc Cap Stock Cl A (Google)51.6K shares0.83%2026-03-312026-04-28
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Alphabet Inc Cap Stock Cl C (Google) Alphabet Inc Cap Stock Cl C (Google)6.6K shares-0.83%2026-03-312026-04-28
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Invesco RAFI US 1500 Small-Mid ETF Invesco RAFI US 1500 Small-Mid ETF2.4K shares0.00%2026-03-312026-04-28
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Brookfield Renewable Corp Cl A Ex Sub Vtg Brookfield Renewable Corp Cl A Ex Sub Vtg1.7K shares0.00%2026-03-312026-04-28
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Bluerock Private Real Estate Fd Bluerock Private Real Estate Fd1.6K sharesnew addition2026-03-312026-04-28
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BitMine Immersion Tecnologies Inc BitMine Immersion Tecnologies Inc230 shares0.00%2026-03-312026-04-28
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BlackSky Technology Inc Com Stk Cl A BlackSky Technology Inc Com Stk Cl A115 shares0.00%2026-03-312026-04-28
Digitalbridge Group Inc Cl A New Digitalbridge Group Inc Cl A New187 shares0.00%2026-03-312026-04-28
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Brookfield Infrastructure Corp Sub Vtg A Brookfield Infrastructure Corp Sub Vtg A61 shares0.00%2026-03-312026-04-28
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NVDA
-0.53%Nvidia Corp Com
Shares182.3K
Event2026-03-31
Filed2026-04-28
SPY
-0.93%State Street SPDR S&P 500 ETF Trust
Shares41.4K
Event2026-03-31
Filed2026-04-28
AAPL
-2.84%Apple Computer Inc Com
Shares64.0K
Event2026-03-31
Filed2026-04-28
Alphabet Inc Cap Stock Cl A (Google)
0.83%Alphabet Inc Cap Stock Cl A (Google)
Shares51.6K
Event2026-03-31
Filed2026-04-28
LLY
2.83%Eli Lilly & CO Com
Shares12.7K
Event2026-03-31
Filed2026-04-28
JPM
4.16%JPMorgan Chase & Co Com
Shares33.1K
Event2026-03-31
Filed2026-04-28
AMZN
-1.80%Amazon.Com Inc Com
Shares44.9K
Event2026-03-31
Filed2026-04-28
IWB
0.00%iShares Russell 1000 Index
Shares25.6K
Event2026-03-31
Filed2026-04-28
IWF
-0.40%iShares Russell 1000 Growth Index
Shares17.5K
Event2026-03-31
Filed2026-04-28
CAT
10.46%Caterpillar Inc Com
Shares10.5K
Event2026-03-31
Filed2026-04-28
COST
-1.51%Costco Whsl Corp New Com
Shares7.3K
Event2026-03-31
Filed2026-04-28
VTI
12.60%Vanguard Total Stock Market ETF
Shares15.2K
Event2026-03-31
Filed2026-04-28
META
-16.00%Meta Platforms Inc (formerly Facebook Inc)
Shares7.9K
Event2026-03-31
Filed2026-04-28
BALL
0.00%Ball Corp Com
Shares76.3K
Event2026-03-31
Filed2026-04-28
TJX
-1.23%TJ Maxx Co Inc Com
Shares27.5K
Event2026-03-31
Filed2026-04-28
XOM
38.21%Exxon Mobil Corp Com
Shares24.8K
Event2026-03-31
Filed2026-04-28
MSFT
-4.36%Microsoft Corp Com
Shares9.8K
Event2026-03-31
Filed2026-04-28
ORCL
-18.78%Oracle Corp Com
Shares24.6K
Event2026-03-31
Filed2026-04-28
WMT
10.01%Wal Mart Stores Inc Com
Shares26.7K
Event2026-03-31
Filed2026-04-28
JNJ
5.91%Johnson & Johnson Com
Shares12.5K
Event2026-03-31
Filed2026-04-28
BRK.A
0.00%Berkshire Hathaway Inc Del Cl A
Shares4
Event2026-03-31
Filed2026-04-28
LOW
-0.26%Lowes Companies Inc Com
Shares11.4K
Event2026-03-31
Filed2026-04-28
IVV
6.70%iShares Core S&P 500 Index ETF
Shares3.8K
Event2026-03-31
Filed2026-04-28
IWR
-2.57%iShares Russell Midcap Index
Shares24.6K
Event2026-03-31
Filed2026-04-28
ABBV
0.00%AbbVie Inc
Shares10.2K
Event2026-03-31
Filed2026-04-28
IWC
0.00%iShares Tr Russell Microcap Index
Shares13.8K
Event2026-03-31
Filed2026-04-28
IWM
-2.19%iShares Russell 2000 Index Fd
Shares8.7K
Event2026-03-31
Filed2026-04-28
V
-1.69%Visa Inc Class A Shares
Shares6.9K
Event2026-03-31
Filed2026-04-28
VGT
0.00%Vanguard Info Tech ETF
Shares2.9K
Event2026-03-31
Filed2026-04-28
Vanguard S&P 500 ETF
-0.46%Vanguard S&P 500 ETF
Shares3.3K
Event2026-03-31
Filed2026-04-28
Alphabet Inc Cap Stock Cl C (Google)
-0.83%Alphabet Inc Cap Stock Cl C (Google)
Shares6.6K
Event2026-03-31
Filed2026-04-28
Blackrock Inc Com
-1.78%Blackrock Inc Com
Shares1.9K
Event2026-03-31
Filed2026-04-28
IWD
0.00%iShares Russell 1000 Value Index
Shares8.6K
Event2026-03-31
Filed2026-04-28
SRCE
-3.55%1st Source Corp Com
Shares26.2K
Event2026-03-31
Filed2026-04-28
Broadcom Inc Com
10.00%Broadcom Inc Com
Shares5.8K
Event2026-03-31
Filed2026-04-28
Invesco QQQ Trust
-2.21%Invesco QQQ Trust
Shares3.1K
Event2026-03-31
Filed2026-04-28
Eaton Corp PLC
-10.39%Eaton Corp PLC
Shares4.9K
Event2026-03-31
Filed2026-04-28
EFA
0.00%iShares MSCI EAFE Index Fund
Shares17.6K
Event2026-03-31
Filed2026-04-28
PG
0.82%Procter & Gamble Co Com
Shares11.4K
Event2026-03-31
Filed2026-04-28
ONB
0.00%Old National Bancorp Com
Shares72.3K
Event2026-03-31
Filed2026-04-28
Berkshire Hathaway Inc Cl B
-0.95%Berkshire Hathaway Inc Cl B
Shares3.1K
Event2026-03-31
Filed2026-04-28
AFB
-10.02%AllianceBernstein Ntl. Muni Inc.
Shares137.0K
Event2026-03-31
Filed2026-04-28
APH
-12.21%Amphenol Corp New Cl A
Shares11.6K
Event2026-03-31
Filed2026-04-28
EMXC
0.00%iShares Emerging Markets ex-China ETF
Shares16.8K
Event2026-03-31
Filed2026-04-28
IWV
0.00%iShares Trust Russell 3000 ETF
Shares3.5K
Event2026-03-31
Filed2026-04-28
ADI
157.69%Analog Devices Inc Com
Shares4.0K
Event2026-03-31
Filed2026-04-28
HON
-0.59%Honeywell Intl Inc Com
Shares5.6K
Event2026-03-31
Filed2026-04-28
NEE
-8.40%NextEra Energy, Inc.
Shares13.3K
Event2026-03-31
Filed2026-04-28
SYK
-5.95%Stryker Corp
Shares3.7K
Event2026-03-31
Filed2026-04-28
CVX
-4.47%Chevron Corporation
Shares5.9K
Event2026-03-31
Filed2026-04-28
MA
0.42%Mastercard
Shares2.4K
Event2026-03-31
Filed2026-04-28
VGM
-25.45%Invesco Muni Invmt. Grade Trust
Shares122.0K
Event2026-03-31
Filed2026-04-28
VONE
0.00%Vanguard Russell 1000 Index ETF
Shares4.1K
Event2026-03-31
Filed2026-04-28
AFL
-7.09%Aflac Inc Com
Shares10.8K
Event2026-03-31
Filed2026-04-28
General Dynamics Corp Com
-4.85%General Dynamics Corp Com
Shares3.4K
Event2026-03-31
Filed2026-04-28
EIM
-18.37%Eaton Vance Municipal Bond Fund
Shares118.0K
Event2026-03-31
Filed2026-04-28
GLD
2.11%MFC SPDR Gold Trust ETF
Shares2.7K
Event2026-03-31
Filed2026-04-28
ILF
0.00%iShares TR S&P Latin Amer 40 Index ETF
Shares31.8K
Event2026-03-31
Filed2026-04-28
VUG
0.00%Vanguard Growth ETF
Shares2.6K
Event2026-03-31
Filed2026-04-28
VIG
0.00%Vanguard Dividend Appreciation ETF
Shares5.0K
Event2026-03-31
Filed2026-04-28
EWZ
0.00%iShares MSCI Brazil ETF
Shares26.5K
Event2026-03-31
Filed2026-04-28
VONV
0.00%Vanguard Russell 1000 Value Index ETF
Shares10.6K
Event2026-03-31
Filed2026-04-28
TSLA
0.00%Tesla Inc
Shares2.6K
Event2026-03-31
Filed2026-04-28
DVY
0.00%iShares DJ Select Dividend Index Fd
Shares6.4K
Event2026-03-31
Filed2026-04-28
MCD
-6.50%McDonalds Corp Com
Shares3.1K
Event2026-03-31
Filed2026-04-28
STRV
0.00%Strive 500 ETF
Shares23.0K
Event2026-03-31
Filed2026-04-28
MYI
NewBlackrock Muni Yield Quality Fund III
Shares91.2K
Event2026-03-31
Filed2026-04-28
SLV
0.00%iShares Silver Trust
Shares13.7K
Event2026-03-31
Filed2026-04-28
EWZS
0.00%iShares MSCI Brazil Small-Cap ETF
Shares62.5K
Event2026-03-31
Filed2026-04-28
PEP
-9.66%Pepsico Inc Com
Shares5.7K
Event2026-03-31
Filed2026-04-28
GLDM
0.00%SPDR Gold MiniShares Trust ETF
Shares9.5K
Event2026-03-31
Filed2026-04-28
FI
-11.27%Fiserv Inc Com
Shares15.5K
Event2026-03-31
Filed2026-04-28
IBM
0.00%Intl Business Machines Corp Com
Shares3.5K
Event2026-03-31
Filed2026-04-28
JCI
-9.92%Johnson Controls Inc.
Shares6.4K
Event2026-03-31
Filed2026-04-28
OEF
0.00%iShares S&P 100 ETF
Shares2.6K
Event2026-03-31
Filed2026-04-28
IJR
-3.35%iShares Core S&P Small-Cap ETF
Shares6.2K
Event2026-03-31
Filed2026-04-28
MHD
NewBlackrock MuniHoldings Fd Inc Com
Shares68.0K
Event2026-03-31
Filed2026-04-28
AXP
-7.98%American Express Co Com
Shares2.5K
Event2026-03-31
Filed2026-04-28
AEP
-3.20%American Electric Power Co Inc Com
Shares5.6K
Event2026-03-31
Filed2026-04-28
AMGN
0.00%Amgen Inc Com
Shares2.1K
Event2026-03-31
Filed2026-04-28
BMY
-0.96%Bristol Myers Squibb CO Com
Shares12.0K
Event2026-03-31
Filed2026-04-28
CSX
-1.35%CSX Corp Com
Shares17.5K
Event2026-03-31
Filed2026-04-28
COP
-3.59%ConocoPhillips Inc Com
Shares5.4K
Event2026-03-31
Filed2026-04-28
VTV
0.00%Vanguard Value ETF
Shares3.6K
Event2026-03-31
Filed2026-04-28
MQY
-35.04%Blackrock Muni Yield Quality Fund
Shares64.0K
Event2026-03-31
Filed2026-04-28
APA Corporation
NewAPA Corporation
Shares16.5K
Event2026-03-31
Filed2026-04-28
VT
0.00%Vanguard Total World Stock Index ETF
Shares4.7K
Event2026-03-31
Filed2026-04-28
VKI
-33.00%Invesco Van Kampen Advantage Muni Inc Tr II
Shares75.0K
Event2026-03-31
Filed2026-04-28
iShares Gold Trust
6.13%iShares Gold Trust
Shares7.3K
Event2026-03-31
Filed2026-04-28
HBNC
0.00%Horizon Bancorp Inc
Shares38.7K
Event2026-03-31
Filed2026-04-28
IJH
-6.15%iShares S&P Mid-Cap ETF
Shares9.4K
Event2026-03-31
Filed2026-04-28
Merck & Co Inc
0.75%Merck & Co Inc
Shares5.0K
Event2026-03-31
Filed2026-04-28
ABT
-8.27%Abbott Laboratories Com
Shares5.8K
Event2026-03-31
Filed2026-04-28
ICE
0.00%Intercontinental Exchange Inc
Shares3.6K
Event2026-03-31
Filed2026-04-28
VDE
0.00%Vanguard Energy ETF
Shares3.2K
Event2026-03-31
Filed2026-04-28
VWO
0.00%Vanguard FTSE Emerging Markets ETF
Shares10.2K
Event2026-03-31
Filed2026-04-28
DE
-0.51%Deere & CO
Shares973
Event2026-03-31
Filed2026-04-28
CSCO
7.58%Cisco Systems Com
Shares6.7K
Event2026-03-31
Filed2026-04-28
BAC
0.00%Bank of America Corp Com
Shares10.7K
Event2026-03-31
Filed2026-04-28
MMU
-26.38%Western Asset Managed Municipal
Shares50.0K
Event2026-03-31
Filed2026-04-28
SDY
0.00%State Street SPDR S&P Dividend ETF
Shares3.5K
Event2026-03-31
Filed2026-04-28
GVI
0.00%iShares Intermediate Gov/Cr ETF
Shares4.7K
Event2026-03-31
Filed2026-04-28
WFC
6.75%Wells Fargo & Co New Com
Shares6.2K
Event2026-03-31
Filed2026-04-28
HD
0.00%Home Depot Inc Com
Shares1.5K
Event2026-03-31
Filed2026-04-28
PLTR
-6.81%Palantir Technologies Inc Cl A
Shares3.3K
Event2026-03-31
Filed2026-04-28
SYY
-4.29%Sysco Corp Com
Shares6.7K
Event2026-03-31
Filed2026-04-28
PFE
1.93%Pfizer Inc Com
Shares16.7K
Event2026-03-31
Filed2026-04-28
EEM
0.00%iShares MSCI Emerging Markets Index
Shares8.1K
Event2026-03-31
Filed2026-04-28
NKE
-4.79%Nike Inc Class B Com
Shares8.4K
Event2026-03-31
Filed2026-04-28
ITW
0.00%Illinois Tool Works Inc Com
Shares1.7K
Event2026-03-31
Filed2026-04-28
QCOM
-40.37%Qualcomm Inc Com
Shares3.3K
Event2026-03-31
Filed2026-04-28
VNQ
-2.28%Vanguard REIT Index ETF
Shares4.7K
Event2026-03-31
Filed2026-04-28
RTX
-3.56%RTX Corporation
Shares2.2K
Event2026-03-31
Filed2026-04-28
Invesco S&P 500 Eql Wgt ETF
-7.42%Invesco S&P 500 Eql Wgt ETF
Shares2.2K
Event2026-03-31
Filed2026-04-28
EMR
-7.47%Emerson Elec CO Com
Shares3.2K
Event2026-03-31
Filed2026-04-28
UNP
0.00%Union Pacific Corp
Shares1.7K
Event2026-03-31
Filed2026-04-28
IJK
0.00%iShares S&P MidCap 400 Growth Index
Shares4.1K
Event2026-03-31
Filed2026-04-28
BIV
0.00%Vanguard Intmd Term Bond ETF
Shares5.3K
Event2026-03-31
Filed2026-04-28
DIS
-4.92%Disney CO Com
Shares4.2K
Event2026-03-31
Filed2026-04-28
GWW
0.00%W.W. Grainger Inc Com
Shares370
Event2026-03-31
Filed2026-04-28
PRU
0.00%Prudential Financial Com
Shares4.1K
Event2026-03-31
Filed2026-04-28
ITOT
0.00%iShares Core S&P Total U S Stock Mkt ETF
Shares2.8K
Event2026-03-31
Filed2026-04-28
KO
24.12%Coca Cola Corp Com
Shares5.1K
Event2026-03-31
Filed2026-04-28
Medtronic PLC
-0.16%Medtronic PLC
Shares4.4K
Event2026-03-31
Filed2026-04-28
MSTB
0.00%LHA Market State Tactical Beta ETF
Shares10.0K
Event2026-03-31
Filed2026-04-28
VV
0.00%Vanguard Index Funds Large Cap ETF
Shares1.3K
Event2026-03-31
Filed2026-04-28
Invesco RAFI US 1000 ETF
0.00%Invesco RAFI US 1000 ETF
Shares8.0K
Event2026-03-31
Filed2026-04-28
MET
0.00%MetLife Inc Com
Shares5.3K
Event2026-03-31
Filed2026-04-28
WSM
0.00%Williams-Sonoma Inc.
Shares2.0K
Event2026-03-31
Filed2026-04-28
EQR
-0.13%Equity Residential Pptys Tr Com
Shares6.1K
Event2026-03-31
Filed2026-04-28
Duke Energy Corp New Com
-0.18%Duke Energy Corp New Com
Shares2.7K
Event2026-03-31
Filed2026-04-28
GE Aerospace Com
-1.97%GE Aerospace Com
Shares1.2K
Event2026-03-31
Filed2026-04-28
LQD
-48.14%iShares IBoxx Invest Grade Corp Bond
Shares3.2K
Event2026-03-31
Filed2026-04-28
PSX
-2.31%Phillips 66
Shares1.9K
Event2026-03-31
Filed2026-04-28
BNDX
0.00%Vanguard Total International Bond ETF
Shares7.0K
Event2026-03-31
Filed2026-04-28
NAD
-77.40%Nuveen Quality Muni Income Fund
Shares29.0K
Event2026-03-31
Filed2026-04-28
XLE
-5.38%State Street Energy Select Sector SPDR ETF
Shares5.3K
Event2026-03-31
Filed2026-04-28
SO
34.79%Southern CO Com
Shares3.3K
Event2026-03-31
Filed2026-04-28
VO
-36.10%Vanguard Mid Cap ETF
Shares1.1K
Event2026-03-31
Filed2026-04-28
IUSG
0.00%iShares Core S&P US Growth ETF
Shares2.0K
Event2026-03-31
Filed2026-04-28
GS
0.00%Goldman Sachs Group Com
Shares360
Event2026-03-31
Filed2026-04-28
NSC
-17.87%Norfolk Southern Corp Com
Shares1.1K
Event2026-03-31
Filed2026-04-28
VB
0.00%Vanguard Small Cap ETF
Shares1.1K
Event2026-03-31
Filed2026-04-28
LMT
-4.93%Lockheed Martin Corp Com
Shares482
Event2026-03-31
Filed2026-04-28
ISRG
0.00%Intuitive Surgical Inc New
Shares625
Event2026-03-31
Filed2026-04-28
XLK
2.89%State Street Technology Select Sector SPDR
Shares2.1K
Event2026-03-31
Filed2026-04-28
VTWV
0.00%Vanguard Russell 2000 Value Index ETF
Shares1.7K
Event2026-03-31
Filed2026-04-28
SBUX
-11.44%Starbucks Corp Com
Shares3.1K
Event2026-03-31
Filed2026-04-28
VTWG
0.00%Vanguard Russell 2000 Growth Index ETF
Shares1.2K
Event2026-03-31
Filed2026-04-28
EPD
-5.20%Enterprise Products Partners LP
Shares7.3K
Event2026-03-31
Filed2026-04-28
FDX
-3.14%Fedex Corp Com
Shares771
Event2026-03-31
Filed2026-04-28
NUE
0.00%Nucor Corp Com
Shares1.6K
Event2026-03-31
Filed2026-04-28
T
-2.57%AT&T Inc Com
Shares9.4K
Event2026-03-31
Filed2026-04-28
MUB
383.91%iShares National Muni Bond ETF
Shares2.5K
Event2026-03-31
Filed2026-04-28
NEA
-75.92%Nuveen AMT-Free Municipal Income Fund
Shares23.0K
Event2026-03-31
Filed2026-04-28
JSTC
0.00%Adasina Social Justice All Cap Global ETF
Shares13.0K
Event2026-03-31
Filed2026-04-28
HDV
0.00%IShares Core High Dividend ETF
Shares1.8K
Event2026-03-31
Filed2026-04-28
APD
-27.45%Air Products & Chemicals Inc Com
Shares838
Event2026-03-31
Filed2026-04-28
SPHQ
0.00%Invesco S&P 500 Quality ETF
Shares3.2K
Event2026-03-31
Filed2026-04-28
VYM
-7.91%Vanguard High Dividend Yield ETF
Shares1.6K
Event2026-03-31
Filed2026-04-28
NI
-1.51%NiSource Inc Com
Shares5.2K
Event2026-03-31
Filed2026-04-28
TSM
0.00%Taiwan Semiconductor Mfg Co ADR
Shares688
Event2026-03-31
Filed2026-04-28
MS
0.00%Morgan Stanley Com
Shares1.4K
Event2026-03-31
Filed2026-04-28
BA
-4.17%Boeing Co Com
Shares1.1K
Event2026-03-31
Filed2026-04-28
MO
0.00%Altria Group Inc Com
Shares3.5K
Event2026-03-31
Filed2026-04-28
ET
0.00%Energy Transfer LP
Shares11.8K
Event2026-03-31
Filed2026-04-28
BND
0.00%Vanguard Total Bond Market ETF
Shares3.0K
Event2026-03-31
Filed2026-04-28
AMAT
0.00%Applied Materials Inc Com
Shares634
Event2026-03-31
Filed2026-04-28
OKE
0.00%ONEOK, Inc.
Shares2.3K
Event2026-03-31
Filed2026-04-28
VZ
-0.76%Verizon Communications Com
Shares4.2K
Event2026-03-31
Filed2026-04-28
USB
0.00%US Bancorp Com
Shares4.0K
Event2026-03-31
Filed2026-04-28
BEP
0.00%MLP Brookfield Renewable Energy Partner
Shares6.4K
Event2026-03-31
Filed2026-04-28
LHX
0.00%L3Harris Technologies Inc
Shares580
Event2026-03-31
Filed2026-04-28
DIA
0.00%State Street SPDR Dow Jones Ind Avg ETF Trust
Shares421
Event2026-03-31
Filed2026-04-28
IVW
17.83%iShares S&P 500 Growth Index Fund
Shares1.7K
Event2026-03-31
Filed2026-04-28
Blackstone Inc
0.00%Blackstone Inc
Shares1.7K
Event2026-03-31
Filed2026-04-28
BEN
0.00%Franklin Res Inc Com
Shares8.1K
Event2026-03-31
Filed2026-04-28
WTTR
0.00%Select Water Solutions Inc Cl A
Shares12.3K
Event2026-03-31
Filed2026-04-28
CRM
-9.03%Salesforce Inc
Shares1.0K
Event2026-03-31
Filed2026-04-28
VEA
0.00%Vanguard FTSE Developed Markets ETF
Shares2.9K
Event2026-03-31
Filed2026-04-28
YUM
0.00%Yum! Brands Inc
Shares1.2K
Event2026-03-31
Filed2026-04-28
GEV
-3.26%GE Vernova LLC Com
Shares208
Event2026-03-31
Filed2026-04-28
ELV
0.00%Elevance Health Inc
Shares619
Event2026-03-31
Filed2026-04-28
ZBH
0.00%Zimmer Biomet Hldgs Inc Com
Shares2.0K
Event2026-03-31
Filed2026-04-28
TGT
-18.44%Target Corp Com
Shares1.4K
Event2026-03-31
Filed2026-04-28
F
-3.00%Ford Mtr Co Com
Shares14.9K
Event2026-03-31
Filed2026-04-28
INTC
-3.16%Intel Corp Com
Shares3.8K
Event2026-03-31
Filed2026-04-28
PWR
0.00%Quanta Services Inc Com
Shares300
Event2026-03-31
Filed2026-04-28
TIP
0.00%iShares Tr US Treas Inflation Protected
Shares1.5K
Event2026-03-31
Filed2026-04-28
LH
0.00%Labcorp Holdings Inc
Shares609
Event2026-03-31
Filed2026-04-28
SPYV
0.00%State Street SPDR Portfolio S&P 500 Value ETF
Shares2.8K
Event2026-03-31
Filed2026-04-28
AMD
0.00%Advanced Micro Devices Inc
Shares743
Event2026-03-31
Filed2026-04-28
SCHD
26.39%Schwab US Dividend Equity ETF
Shares4.8K
Event2026-03-31
Filed2026-04-28
TRV
0.00%Travelers Cos Inc Com St
Shares507
Event2026-03-31
Filed2026-04-28
DHR
0.00%Danaher Corp Com
Shares762
Event2026-03-31
Filed2026-04-28
IUSB
0.00%iShares Trust iShares Core Universal USD Bond
Shares3.1K
Event2026-03-31
Filed2026-04-28
SPYM
-7.50%State Street SPDR Portfolio S&P 500 ETF
Shares1.9K
Event2026-03-31
Filed2026-04-28
SHEL
0.00%Shell PLC ADR
Shares1.5K
Event2026-03-31
Filed2026-04-28
PAAA
NewPGIM AAA Collateralized Loan Oblig ETF
Shares2.7K
Event2026-03-31
Filed2026-04-28
SCHF
0.00%Schwab International Equity ETF
Shares5.4K
Event2026-03-31
Filed2026-04-28
ADM
0.00%Archer Daniels Midland Co Com
Shares1.8K
Event2026-03-31
Filed2026-04-28
VEU
0.00%Vanguard FTSE All-World Ex
Shares1.7K
Event2026-03-31
Filed2026-04-28
MMM
-4.26%3M Corp Com
Shares900
Event2026-03-31
Filed2026-04-28
THO
0.00%Thor Industries Inc
Shares1.6K
Event2026-03-31
Filed2026-04-28
PAYX
0.00%Paychex Inc Com
Shares1.4K
Event2026-03-31
Filed2026-04-28
AGG
0.00%iShares Barclays Aggregate Bond
Shares1.3K
Event2026-03-31
Filed2026-04-28
EES
0.00%WisdomTree US SmallCap Earnings ETF
Shares2.1K
Event2026-03-31
Filed2026-04-28
Linde Plc
-5.66%Linde Plc
Shares250
Event2026-03-31
Filed2026-04-28
PM
-9.67%Philip Morris International
Shares747
Event2026-03-31
Filed2026-04-28
SCHH
0.00%Schwab US REIT ETF
Shares5.7K
Event2026-03-31
Filed2026-04-28
UNH
-52.88%UnitedHealth Group Inc Com
Shares441
Event2026-03-31
Filed2026-04-28
SCHW
0.00%The Charles Schwab Corp Com
Shares1.3K
Event2026-03-31
Filed2026-04-28
HPE
0.00%Hewlett Packard Enterprise Co.
Shares5.0K
Event2026-03-31
Filed2026-04-28
O
0.00%Realty Income Corporation Com
Shares1.9K
Event2026-03-31
Filed2026-04-28
ENB
-0.51%Enbridge Inc Com
Shares2.1K
Event2026-03-31
Filed2026-04-28
KMB
-11.21%Kimberly Clark Corp Com
Shares1.2K
Event2026-03-31
Filed2026-04-28
CME
0.00%CME Group, Inc.
Shares386
Event2026-03-31
Filed2026-04-28
IBIT
0.00%iShares Bitcoin Trust ETF
Shares3.0K
Event2026-03-31
Filed2026-04-28
IEMG
44.20%iShares Core MSCI Emerging Mkts ETF
Shares1.6K
Event2026-03-31
Filed2026-04-28
Invesco RAFI US 1500 Small-Mid ETF
0.00%Invesco RAFI US 1500 Small-Mid ETF
Shares2.4K
Event2026-03-31
Filed2026-04-28
IEFA
0.00%iShares Core MSCI EAFE ETF
Shares1.2K
Event2026-03-31
Filed2026-04-28
KMI
0.00%Kinder Morgan Inc Del Com
Shares3.2K
Event2026-03-31
Filed2026-04-28
MCHI
0.00%iShares MSCI China ETF
Shares1.9K
Event2026-03-31
Filed2026-04-28
FITB
0.00%Fifth Third Bancorp Com
Shares2.3K
Event2026-03-31
Filed2026-04-28
PANW
-66.01%Palo Alto Networks Inc Com
Shares658
Event2026-03-31
Filed2026-04-28
Solstice Advanced Matls Inc
-1.49%Solstice Advanced Matls Inc
Shares1.4K
Event2026-03-31
Filed2026-04-28
CL
4.22%Colgate Palmolive Co Com
Shares1.2K
Event2026-03-31
Filed2026-04-28
EFV
43.18%iShares MSCI EAFE Value ETF
Shares1.4K
Event2026-03-31
Filed2026-04-28
CB
0.00%Chubb Limited
Shares313
Event2026-03-31
Filed2026-04-28
MDY
0.00%State Street SPDR S&P MIDCAP 400 ETF Trust
Shares164
Event2026-03-31
Filed2026-04-28
EFG
25.74%iShares MSCI EAFE Growth ETF
Shares894
Event2026-03-31
Filed2026-04-28
CTSH
0.00%Cognizant Technology Solutions Corp
Shares1.6K
Event2026-03-31
Filed2026-04-28
WMB
0.00%Williams Company Inc
Shares1.3K
Event2026-03-31
Filed2026-04-28
HP Inc Com.
0.00%HP Inc Com.
Shares5.0K
Event2026-03-31
Filed2026-04-28
BP
0.00%BP PLC Sponsored ADR
Shares2.0K
Event2026-03-31
Filed2026-04-28
CLH
0.00%Clean Harbors Inc
Shares330
Event2026-03-31
Filed2026-04-28
TXN
0.00%Texas Instruments Inc Com
Shares484
Event2026-03-31
Filed2026-04-28
XLI
0.00%State Street Industrial Select Sector SPDR ET
Shares575
Event2026-03-31
Filed2026-04-28
Cigna Corp New
-3.08%Cigna Corp New
Shares346
Event2026-03-31
Filed2026-04-28
RMD
0.00%Resmed Inc
Shares400
Event2026-03-31
Filed2026-04-28
SNY
0.00%SANOFI Sponsored ADR
Shares1.8K
Event2026-03-31
Filed2026-04-28
WELL
NewWelltower Inc Com
Shares450
Event2026-03-31
Filed2026-04-28
LMUB
NewiShares Long Term National Muni Bd ETF
Shares1.8K
Event2026-03-31
Filed2026-04-28
SCZ
0.00%iShares Tr MSCI EAFE Small Cap
Shares1.1K
Event2026-03-31
Filed2026-04-28
GILD
0.00%Gilead Sciences Inc
Shares610
Event2026-03-31
Filed2026-04-28
AHR
-12.43%American Healthcare Reit Inc common stock
Shares1.8K
Event2026-03-31
Filed2026-04-28
XLF
0.00%Financial Select Sector SPDR
Shares1.6K
Event2026-03-31
Filed2026-04-28
COIN
-21.19%Coinbase Global Inc Cl A
Shares465
Event2026-03-31
Filed2026-04-28
GEL
0.00%Genesis Energy LP
Shares4.5K
Event2026-03-31
Filed2026-04-28
IJJ
0.00%iShares S&P Midcap 400/Value Fund
Shares600
Event2026-03-31
Filed2026-04-28
INTU
0.00%Intuit Corp
Shares180
Event2026-03-31
Filed2026-04-28
VOT
0.00%Vanguard Mid-Cap Growth Index ETF
Shares293
Event2026-03-31
Filed2026-04-28
CHD
0.00%Church & Dwight Inc
Shares800
Event2026-03-31
Filed2026-04-28
XLV
0.00%State Street Health Care Select Sector SPDR E
Shares509
Event2026-03-31
Filed2026-04-28
TT
0.00%Trane Technologies PLC Class A
Shares179
Event2026-03-31
Filed2026-04-28
VLO
-23.47%Valero Energy Com
Shares300
Event2026-03-31
Filed2026-04-28
EXC
0.00%Exelon Corp Com
Shares1.5K
Event2026-03-31
Filed2026-04-28
VIOG
0.00%Vanguard S&P Small Cap 600 Growth ETF
Shares586
Event2026-03-31
Filed2026-04-28
SPG
0.00%Simon Property Group Inc Com
Shares390
Event2026-03-31
Filed2026-04-28
NFLX
-25.98%Netflix Inc
Shares755
Event2026-03-31
Filed2026-04-28
MAS
0.00%Masco Corp Com
Shares1.2K
Event2026-03-31
Filed2026-04-28
GABC
0.00%German Amern Bancorp Inc
Shares1.7K
Event2026-03-31
Filed2026-04-28
VTWO
0.00%Vanguard Russell 2000 Index ETF
Shares720
Event2026-03-31
Filed2026-04-28
MFC
0.00%Manulife Financial Corp Com
Shares2.1K
Event2026-03-31
Filed2026-04-28
Brookfield Renewable Corp Cl A Ex Sub Vtg
0.00%Brookfield Renewable Corp Cl A Ex Sub Vtg
Shares1.7K
Event2026-03-31
Filed2026-04-28
EWJ
0.00%iShares MSCI Japan ETF
Shares800
Event2026-03-31
Filed2026-04-28
MDLZ
-3.38%Mondelez International Inc
Shares1.1K
Event2026-03-31
Filed2026-04-28
EW
0.00%Edwards Lifesciences Corp Com
Shares815
Event2026-03-31
Filed2026-04-28
PYPL
0.00%PayPal Holdings Inc Com
Shares1.4K
Event2026-03-31
Filed2026-04-28
MCHP
0.00%Microchip Technology Inc
Shares999
Event2026-03-31
Filed2026-04-28
ADP
-4.27%Automatic Data Processing Inc Com
Shares314
Event2026-03-31
Filed2026-04-28
FCX
250.00%Freeport-McMoran Inc
Shares1.1K
Event2026-03-31
Filed2026-04-28
ECL
0.00%Ecolab Inc Com
Shares239
Event2026-03-31
Filed2026-04-28
SNDK
NewSandisk Corp
Shares100
Event2026-03-31
Filed2026-04-28
PCAR
0.00%Paccar Inc Com
Shares543
Event2026-03-31
Filed2026-04-28
SPGI
0.00%S&P Global Inc
Shares145
Event2026-03-31
Filed2026-04-28
IXUS
48.42%ishares Core MSCI Total Intl Stock ETF
Shares705
Event2026-03-31
Filed2026-04-28
PSIX
0.00%Power Solutions International Inc.
Shares1.0K
Event2026-03-31
Filed2026-04-28
EOG
0.00%EOG Resources Inc Com
Shares417
Event2026-03-31
Filed2026-04-28
CMCSA
-3.04%Comcast Corp New Cl A Com
Shares2.1K
Event2026-03-31
Filed2026-04-28
ARKB
0.00%Ark 21Shares Bitcoin ETF
Shares2.6K
Event2026-03-31
Filed2026-04-28
COKE
0.00%Coca Cola Bottling Co
Shares300
Event2026-03-31
Filed2026-04-28
ADBE
0.00%Adobe Systems Inc Com
Shares234
Event2026-03-31
Filed2026-04-28
MTZ
0.00%MasTec Inc
Shares175
Event2026-03-31
Filed2026-04-28
GIS
-3.71%General Mills Inc Com
Shares1.5K
Event2026-03-31
Filed2026-04-28
FEX
-8.16%First Trust Large Cap Core AlphaDEX ETF
Shares450
Event2026-03-31
Filed2026-04-28
VONG
0.00%Vanguard Russell 1000 Growth Index Fd
Shares500
Event2026-03-31
Filed2026-04-28
XLY
0.00%State Street Consumer Dis Select Sector SPDR
Shares500
Event2026-03-31
Filed2026-04-28
CCJ
0.00%Cameco Corporation
Shares500
Event2026-03-31
Filed2026-04-28
VBR
0.00%Vanguard Small Cap Value ETF
Shares245
Event2026-03-31
Filed2026-04-28
GSLC
0.00%Goldman Sachs ActiveBeta US LgCp Eq ETF
Shares417
Event2026-03-31
Filed2026-04-28
OTIS
0.00%Otis Worldwide Corp
Shares676
Event2026-03-31
Filed2026-04-28
GOVT
0.00%iShares US Treasury Bond ETF
Shares2.3K
Event2026-03-31
Filed2026-04-28
MU
0.00%Micron Technology Inc
Shares153
Event2026-03-31
Filed2026-04-28
HAL
0.00%Halliburton Co Com
Shares1.3K
Event2026-03-31
Filed2026-04-28
RSG
0.00%Republic Svcs Inc
Shares230
Event2026-03-31
Filed2026-04-28
CVS
0.00%CVS Health Corp Com
Shares680
Event2026-03-31
Filed2026-04-28
CARR
0.00%Carrier Global Corporation
Shares847
Event2026-03-31
Filed2026-04-28
ALL
77.52%Allstate Corp
Shares229
Event2026-03-31
Filed2026-04-28
LII
0.00%Lennox Intl Inc
Shares100
Event2026-03-31
Filed2026-04-28
FELE
0.00%Franklin Electric Co Inc
Shares500
Event2026-03-31
Filed2026-04-28
DRLL
0.00%Strive U S Energy ETF
Shares1.1K
Event2026-03-31
Filed2026-04-28
DYNF
NewBlackrock US Equity Factor Rotation ETF
Shares755
Event2026-03-31
Filed2026-04-28
EWC
0.00%iShares Inc MSCI CDA Index Fd
Shares800
Event2026-03-31
Filed2026-04-28
IGPT
0.00%Invesco AI & Next Gen Software ETF
Shares715
Event2026-03-31
Filed2026-04-28
ERTH
0.00%Invesco Cleantech ETF
Shares870
Event2026-03-31
Filed2026-04-28
NEAR
0.00%iShares Short Maturity Bond ETF
Shares794
Event2026-03-31
Filed2026-04-28
IVE
107.61%IShares S&P 500 Value ETF
Shares191
Event2026-03-31
Filed2026-04-28
IGIB
0.00%iShares Intermediate-Term Corp Bond ETF
Shares742
Event2026-03-31
Filed2026-04-28
RVMD
0.00%Revolution Medicines Inc Com
Shares400
Event2026-03-31
Filed2026-04-28
STM
-50.00%STMicroelectronics NV ADR
Shares1.1K
Event2026-03-31
Filed2026-04-28
Citigroup Inc Com New
0.00%Citigroup Inc Com New
Shares340
Event2026-03-31
Filed2026-04-28
RELX
0.00%Relx PLC ADR
Shares1.1K
Event2026-03-31
Filed2026-04-28
GSK PLC ADR
0.00%GSK PLC ADR
Shares675
Event2026-03-31
Filed2026-04-28
DRI
-28.30%Darden Restaurants Inc
Shares190
Event2026-03-31
Filed2026-04-28
SPSB
0.00%State Street SPDR Portfolio Short Term Corpor
Shares1.2K
Event2026-03-31
Filed2026-04-28
FRME
0.00%First Merchants Corp Com
Shares902
Event2026-03-31
Filed2026-04-28
HSY
0.00%Hershey Foods Corp Com
Shares165
Event2026-03-31
Filed2026-04-28
ITA
24.00%iShares US Aerospace & Defense ETF
Shares155
Event2026-03-31
Filed2026-04-28
QUAL
1500.00%iShares Edge MSCI USA Quality Factor ETF
Shares176
Event2026-03-31
Filed2026-04-28
UPS
-11.84%United Parcel Svc Inc Cl B Com
Shares335
Event2026-03-31
Filed2026-04-28
MPC
0.00%Marathon Petroleum Corp Com
Shares130
Event2026-03-31
Filed2026-04-28
Qnity Electronics Inc
0.00%Qnity Electronics Inc
Shares274
Event2026-03-31
Filed2026-04-28
Coherent Corp Com
0.00%Coherent Corp Com
Shares130
Event2026-03-31
Filed2026-04-28
DAR
0.00%Darling Ingredients Inc
Shares500
Event2026-03-31
Filed2026-04-28
IEF
0.00%iShares Barclays 7-10 year Treas Bond Fund
Shares318
Event2026-03-31
Filed2026-04-28
MCK
0.00%McKesson Corp
Shares35
Event2026-03-31
Filed2026-04-28
OXY
0.00%Occidental Petroleum
Shares465
Event2026-03-31
Filed2026-04-28
VYMI
0.00%Vanguard Int'l High Div Yield Index ETF
Shares317
Event2026-03-31
Filed2026-04-28
XLP
0.00%State Street Consumer Staples Select Sector S
Shares362
Event2026-03-31
Filed2026-04-28
TER
0.00%Teradyne Inc Com
Shares100
Event2026-03-31
Filed2026-04-28
IHDG
NewWisdomTree Intl. Hdgd. Qual. Div. Gr. ETF
Shares609
Event2026-03-31
Filed2026-04-28
EZU
0.00%iShares MSCI Eurozone ETF
Shares458
Event2026-03-31
Filed2026-04-28
CAH
NewCardinal Health Inc Com
Shares135
Event2026-03-31
Filed2026-04-28
IGM
0.00%iShares Expanded Tech Sector ETF
Shares237
Event2026-03-31
Filed2026-04-28
Bluerock Private Real Estate Fd
NewBluerock Private Real Estate Fd
Shares1.6K
Event2026-03-31
Filed2026-04-28
DLR
0.00%Digital Realty Trust, Inc.
Shares150
Event2026-03-31
Filed2026-04-28
SPYG
NewSPDR Portfolio SP 500 Growth ETF
Shares275
Event2026-03-31
Filed2026-04-28
CRCL
0.00%Circle Internet Group Inc. Class A
Shares280
Event2026-03-31
Filed2026-04-28
NOW
0.00%ServiceNow, Inc.
Shares255
Event2026-03-31
Filed2026-04-28
MTUM
NewiShares Edge MSCI USA Momentum Fctr ETF
Shares109
Event2026-03-31
Filed2026-04-28
WAT
19.18%Waters Corp Com
Shares87
Event2026-03-31
Filed2026-04-28
KIDS
0.00%OrthoPediatrics Corp.
Shares1.6K
Event2026-03-31
Filed2026-04-28
Dupont De Nemours Inc
0.00%Dupont De Nemours Inc
Shares550
Event2026-03-31
Filed2026-04-28
SLDP
0.00%Solid Power Inc
Shares8.3K
Event2026-03-31
Filed2026-04-28
IGSB
0.00%iShares 1-3 Year Credit Bond ETF
Shares461
Event2026-03-31
Filed2026-04-28
CGGR
0.00%Capital Group Growth ETF
Shares602
Event2026-03-31
Filed2026-04-28
ETG
0.00%Eaton Vance Tax-Adv Global Dividend Income
Shares1.2K
Event2026-03-31
Filed2026-04-28
CGDV
0.00%Capital Group Dividend Value ETF
Shares560
Event2026-03-31
Filed2026-04-28
QQQM
0.00%Invesco Nasdaq 100 ETF
Shares100
Event2026-03-31
Filed2026-04-28
IDXX
0.00%IDEXX Laboratories Inc
Shares42
Event2026-03-31
Filed2026-04-28
Marvell Technology Group Ltd
0.00%Marvell Technology Group Ltd
Shares238
Event2026-03-31
Filed2026-04-28
LKFN
0.00%Lakeland Finl Corp Common
Shares400
Event2026-03-31
Filed2026-04-28
RBLX
0.00%Roblox Corp Com
Shares400
Event2026-03-31
Filed2026-04-28
PSTG
0.00%EVERPURE INC
Shares375
Event2026-03-31
Filed2026-04-28
FANG
0.00%Diamondback Energy Inc
Shares110
Event2026-03-31
Filed2026-04-28
VCIT
0.00%Vanguard Intermediate-Term Corp. Bond ETF
Shares260
Event2026-03-31
Filed2026-04-28
KEYS
0.00%Keysight Technologies Inc
Shares72
Event2026-03-31
Filed2026-04-28
BIP
0.00%Brookfield Infrastructure LP
Shares562
Event2026-03-31
Filed2026-04-28
CGGO
0.00%Capital Group Gbl Growth Eqty ETF
Shares605
Event2026-03-31
Filed2026-04-28
KEY
0.00%Keycorp New Com
Shares1.0K
Event2026-03-31
Filed2026-04-28
DGRW
0.00%WisdomTree US Quality Div Growth ETF
Shares227
Event2026-03-31
Filed2026-04-28
FDRR
NewFidelity Div ETF for Rising Rates
Shares334
Event2026-03-31
Filed2026-04-28
MP
0.00%MP Materials Corp
Shares400
Event2026-03-31
Filed2026-04-28
AGOX
NewAdaptive Alpha Opportunities ETF
Shares724
Event2026-03-31
Filed2026-04-28
ROK
0.00%Rockwell Automation Inc
Shares53
Event2026-03-31
Filed2026-04-28
KTF
0.00%DWS Municipal Income Trust
Shares2.0K
Event2026-03-31
Filed2026-04-28
NVO
0.00%Novo-Nordisk AS ADR
Shares491
Event2026-03-31
Filed2026-04-28
RFIL
0.00%RF Industries Ltd
Shares1.7K
Event2026-03-31
Filed2026-04-28
PCRX
0.00%Pacira Pharmaceuticals Inc
Shares760
Event2026-03-31
Filed2026-04-28
SNA
0.00%Snap On Tools Corp Com
Shares47
Event2026-03-31
Filed2026-04-28
DOW
0.00%Dow Inc
Shares405
Event2026-03-31
Filed2026-04-28
EXE
0.00%Expand Energy Corp
Shares150
Event2026-03-31
Filed2026-04-28
BDX
0.00%Becton Dickinson & CO Com
Shares104
Event2026-03-31
Filed2026-04-28
THRO
NewiShares US Thematic Rotation Active ETF
Shares451
Event2026-03-31
Filed2026-04-28
RECS
NewColumbia Research Enhanced Core ETF
Shares418
Event2026-03-31
Filed2026-04-28
CEG
0.00%Constellation Energy Corp
Shares58
Event2026-03-31
Filed2026-04-28
PHG
0.00%Koninklijke Phillips Electrs NV ADR
Shares588
Event2026-03-31
Filed2026-04-28
SPTS
0.00%State Street SPDR Portfolio Short Term Treas
Shares550
Event2026-03-31
Filed2026-04-28
FPX
0.00%First Trust US Equity Opportunities ETF
Shares99
Event2026-03-31
Filed2026-04-28
VRTX
0.00%Vertex Pharmaceuticals Inc
Shares35
Event2026-03-31
Filed2026-04-28
RCI
0.00%Rogers Communications Inc Cl B Com
Shares400
Event2026-03-31
Filed2026-04-28
IJS
0.00%iShares S&P Smallcap 600/Value Fund
Shares128
Event2026-03-31
Filed2026-04-28
ACLS
0.00%Axcelis Technologies Inc Com
Shares160
Event2026-03-31
Filed2026-04-28
DLTR
0.00%Dollar Tree Stores Inc Com
Shares135
Event2026-03-31
Filed2026-04-28
VBK
0.00%Vanguard Small-Cap Growth ETF
Shares48
Event2026-03-31
Filed2026-04-28
SHY
0.00%iShares Lehman 1-3 Year Treasury Bond
Shares170
Event2026-03-31
Filed2026-04-28
GXC
0.00%State Street SPDR S&P China ETF
Shares150
Event2026-03-31
Filed2026-04-28
IDMO
NewInvesco S&P Intl Dev Momentum ETF
Shares253
Event2026-03-31
Filed2026-04-28
XLB
0.00%State Street Materials Select Sector SPDR ETF
Shares276
Event2026-03-31
Filed2026-04-28
QS
0.00%QuantumScape Corp
Shares2.1K
Event2026-03-31
Filed2026-04-28
BLCR
NewiShares Large Cap Core Active ETF
Shares331
Event2026-03-31
Filed2026-04-28
BAI
NewiShares AI Innovation and Tech Active ETF
Shares409
Event2026-03-31
Filed2026-04-28
IYG
0.00%iShares US Financial Services ETF
Shares158
Event2026-03-31
Filed2026-04-28
DGRO
0.00%iShares Core Dividend Growth ETF
Shares185
Event2026-03-31
Filed2026-04-28
CAG
0.00%Conagra Inc Com
Shares800
Event2026-03-31
Filed2026-04-28
MSTR
0.00%Strategy Inc Class A
Shares100
Event2026-03-31
Filed2026-04-28
TMO
0.00%Thermo Fisher Scientific Inc
Shares25
Event2026-03-31
Filed2026-04-28
FNF
0.00%Fidelity National Financial Inc
Shares263
Event2026-03-31
Filed2026-04-28
PNC
0.00%PNC Financial Services Group Com
Shares58
Event2026-03-31
Filed2026-04-28
DG
0.00%Dollar General Corp.
Shares100
Event2026-03-31
Filed2026-04-28
VSS
0.00%Vanguard FTSE All World ex-US SmCp ETF
Shares81
Event2026-03-31
Filed2026-04-28
FICO
0.00%Fair Isaac Corp
Shares11
Event2026-03-31
Filed2026-04-28
BABA
0.00%Alibaba Group Holding Ltd ADR
Shares93
Event2026-03-31
Filed2026-04-28
IWS
0.00%iShares Russell Mid-Cap Value Index
Shares80
Event2026-03-31
Filed2026-04-28
IWP
0.00%iShares Russell Mid-Cap Growth Index
Shares87
Event2026-03-31
Filed2026-04-28
IJT
0.00%iShares S&P SmallCap 600 Growth
Shares75
Event2026-03-31
Filed2026-04-28
Canary XRP ETF
0.00%Canary XRP ETF
Shares755
Event2026-03-31
Filed2026-04-28
TDG
0.00%TransDigm Group Inc
Shares9
Event2026-03-31
Filed2026-04-28
SMR
0.00%NuScale Power Corporation
Shares950
Event2026-03-31
Filed2026-04-28
LUV
0.00%Southwest Airlines CO Com
Shares250
Event2026-03-31
Filed2026-04-28
QSR
0.00%Restaurant Brands Int'l Inc
Shares127
Event2026-03-31
Filed2026-04-28
VCSH
-7.38%Vanguard Short-Term Corporate Bond ETF
Shares113
Event2026-03-31
Filed2026-04-28
CNC
0.00%Centene Corp
Shares260
Event2026-03-31
Filed2026-04-28
NVS
0.00%Novartis AG Sponsored ADR
Shares50
Event2026-03-31
Filed2026-04-28
HWM
0.00%Howmet Aerospace Inc
Shares33
Event2026-03-31
Filed2026-04-28
WM
0.00%Waste Management Inc
Shares33
Event2026-03-31
Filed2026-04-28
CMG
-35.21%Chipotle Mexican Grill Inc
Shares230
Event2026-03-31
Filed2026-04-28
BF.B
0.00%Brown Forman Corp
Shares273
Event2026-03-31
Filed2026-04-28
TU
0.00%TELUS Corp
Shares560
Event2026-03-31
Filed2026-04-28
FBND
NewFidelity Total Bond ETF
Shares150
Event2026-03-31
Filed2026-04-28
STIP
NewiShares Tr 0-5 Yr TIPS Bd ETF
Shares64
Event2026-03-31
Filed2026-04-28
VLTO
0.00%Veralto Corp
Shares74
Event2026-03-31
Filed2026-04-28
USMV
NewiShares Edge MSCI Min Vol USA ETF
Shares70
Event2026-03-31
Filed2026-04-28
Hubbell Inc
0.00%Hubbell Inc
Shares13
Event2026-03-31
Filed2026-04-28
NDAQ
0.00%NASDAQ, Inc.
Shares69
Event2026-03-31
Filed2026-04-28
KD
0.00%Kyndryl Hldgs Inc
Shares427
Event2026-03-31
Filed2026-04-28
CNI
0.00%Canadian National Railway Co
Shares54
Event2026-03-31
Filed2026-04-28
JBS
0.00%JBS NV Ordinary Shares - Class A
Shares300
Event2026-03-31
Filed2026-04-28
SRLN
NewState Street Blackstone Sr Loan ETF
Shares126
Event2026-03-31
Filed2026-04-28
National Grid PLC ADR
0.00%National Grid PLC ADR
Shares58
Event2026-03-31
Filed2026-04-28
JFB
NewJFB Construction Holdings
Shares800
Event2026-03-31
Filed2026-04-28
AMT
0.00%American Tower Corporation
Shares27
Event2026-03-31
Filed2026-04-28
BitMine Immersion Tecnologies Inc
0.00%BitMine Immersion Tecnologies Inc
Shares230
Event2026-03-31
Filed2026-04-28
PH
0.00%Parker Hannifin Corp Com
Shares5
Event2026-03-31
Filed2026-04-28
WLKP
0.00%Westlake Chemical Partners LP
Shares200
Event2026-03-31
Filed2026-04-28
TLH
0.00%iShares 10-20 Year Treasury Bond ETF
Shares41
Event2026-03-31
Filed2026-04-28
Cencora Inc
-43.48%Cencora Inc
Shares13
Event2026-03-31
Filed2026-04-28
SCI
0.00%Service Corp International Com
Shares48
Event2026-03-31
Filed2026-04-28
BSV
0.00%Vanguard Short-Term Bond ETF
Shares48
Event2026-03-31
Filed2026-04-28
WEN
0.00%Wendys Co
Shares541
Event2026-03-31
Filed2026-04-28
SLB
0.00%SLB Limited
Shares72
Event2026-03-31
Filed2026-04-28
PULS
NewPGIM Ultra Short Bond ETF
Shares70
Event2026-03-31
Filed2026-04-28
STPZ
NewPimco 1-5 Year US TIPS Index ETF
Shares64
Event2026-03-31
Filed2026-04-28
XLRE
NewState Street Real Estate Sel Sector SPDR
Shares84
Event2026-03-31
Filed2026-04-28
BTCW
-77.29%WisdomTree Bitcoin ETF
Shares47
Event2026-03-31
Filed2026-04-28
BAX
-16.24%Baxter International
Shares196
Event2026-03-31
Filed2026-04-28
REKR
0.00%Rekor Systems Inc Com
Shares4.0K
Event2026-03-31
Filed2026-04-28
CLX
0.00%Clorox CO Com
Shares30
Event2026-03-31
Filed2026-04-28
Unilever PLC ADR
0.00%Unilever PLC ADR
Shares53
Event2026-03-31
Filed2026-04-28
BlackSky Technology Inc Com Stk Cl A
0.00%BlackSky Technology Inc Com Stk Cl A
Shares115
Event2026-03-31
Filed2026-04-28
EXR
0.00%Extra Space Storage Inc
Shares22
Event2026-03-31
Filed2026-04-28
Digitalbridge Group Inc Cl A New
0.00%Digitalbridge Group Inc Cl A New
Shares187
Event2026-03-31
Filed2026-04-28
IONQ
NewIonQ Inc
Shares100
Event2026-03-31
Filed2026-04-28
Atlassian Corp Class A
0.00%Atlassian Corp Class A
Shares40
Event2026-03-31
Filed2026-04-28
GERN
0.00%Geron Corp
Shares1.7K
Event2026-03-31
Filed2026-04-28
NWL
0.00%Newell Brands Inc Com
Shares750
Event2026-03-31
Filed2026-04-28
AGNC
NewAGNC Investment Corp
Shares250
Event2026-03-31
Filed2026-04-28
AWK
0.00%American Water Works Company Inc
Shares18
Event2026-03-31
Filed2026-04-28
Brookfield Infrastructure Corp Sub Vtg A
0.00%Brookfield Infrastructure Corp Sub Vtg A
Shares61
Event2026-03-31
Filed2026-04-28
XIFR
0.00%NextEra Energy Partners LP
Shares215
Event2026-03-31
Filed2026-04-28
CRDO
0.00%Credo Technology Group Holding Ltd Com Stk
Shares22
Event2026-03-31
Filed2026-04-28
Accenture PLC Cl A
-73.68%Accenture PLC Cl A
Shares10
Event2026-03-31
Filed2026-04-28
Creative Realities Inc
0.00%Creative Realities Inc
Shares570
Event2026-03-31
Filed2026-04-28
IEP
0.00%Icahn Enterprises L.P
Shares257
Event2026-03-31
Filed2026-04-28
BIIB
0.00%Biogen Inc Com
Shares10
Event2026-03-31
Filed2026-04-28
AVY
0.00%Avery Dennison Corp Com
Shares10
Event2026-03-31
Filed2026-04-28
MNKD
0.00%Mankind Corp. Com.
Shares700
Event2026-03-31
Filed2026-04-28
IYW
0.00%iShares US Technology ETF
Shares9
Event2026-03-31
Filed2026-04-28
Versant Media Group Inc
NewVersant Media Group Inc
Shares44
Event2026-03-31
Filed2026-04-28
PEG
-55.56%Public Service Enterprise Group Inc.
Shares20
Event2026-03-31
Filed2026-04-28
TROW
0.00%T Rowe Price Group Inc Com
Shares17
Event2026-03-31
Filed2026-04-28
CII
-91.98%MFC Blackrock Enhanced Capital & Income Fund
Shares60
Event2026-03-31
Filed2026-04-28
VTRS
0.00%Viatris Inc
Shares68
Event2026-03-31
Filed2026-04-28
DEO
0.00%DEO PLC ADR
Shares12
Event2026-03-31
Filed2026-04-28
WBD
-47.46%Warner Bros Discovery Inc
Shares31
Event2026-03-31
Filed2026-04-28
RIVN
0.00%Rivian Automotive Inc Class A
Shares50
Event2026-03-31
Filed2026-04-28
DraftKings Inc New Cl A
0.00%DraftKings Inc New Cl A
Shares25
Event2026-03-31
Filed2026-04-28
FG
-6.25%F&G Annuities & Life Inc.
Shares15
Event2026-03-31
Filed2026-04-28
SPE
-96.79%Special Opportunities Fd Inc
Shares26
Event2026-03-31
Filed2026-04-28
HL
0.00%Hecla Mining Co
Shares11
Event2026-03-31
Filed2026-04-28
ONL
0.00%Orion Office Reit Inc
Shares87
Event2026-03-31
Filed2026-04-28
Magnum Ice Cream Co
0.00%Magnum Ice Cream Co
Shares12
Event2026-03-31
Filed2026-04-28
TLT
0.00%iShares 20 Plus Year Treasury Bond ETF
Shares2
Event2026-03-31
Filed2026-04-28
BYND
0.00%Beyond Meat Inc
Shares75
Event2026-03-31
Filed2026-04-28
Workhorse Group Inc
NewWorkhorse Group Inc
Shares1
Event2026-03-31
Filed2026-04-28
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