The Analysis of Jacobi Capital Management LLC's Holdings & P&L


Currently, Jacobi Capital Management LLC holds 632 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in SPY (+29.8K shares, valued at $19.4M), BIL (+108.0K shares, valued at $9.9M), N/A (+11.5K shares, valued at $5.5M); decreased their positions in SCHX (-56.2K shares, valued at $1.4M), JNJ (-4.7K shares, valued at $1.2M), ICLO (-24.8K shares, valued at $632.3K); initiated new positions in BALT (+62.2K shares, valued at $2.1M), DFUS (+21.0K shares, valued at $1.5M), DFAX (+28.0K shares, valued at $952.0K).


1M P&L
+50.7M+3.05%
3M P&L
+30.9M+1.84%
HY P&L
+95.9M+5.94%

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/A935.6M
60.7%
2Drug Manufacturers - General47.0M
3.0%
3Semiconductors31.7M
2.1%

Top Industries by Stock Count

1N/A268 stocks
46.0%
2Utilities - Regulated Electric15 stocks
2.6%
3Drug Manufacturers - General11 stocks
1.9%
Stock Holdings
SPY
STATE STR SPDR S&P 500 ETF T
7.93%
Shares405.8K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
6.39%
Shares190.7K
Event2026-03-31
Filed2026-05-14
INVESCO QQQ TR
INVESCO QQQ TR
2.89%
Shares88.8K
Event2026-03-31
Filed2026-05-14
VTI
VANGUARD INDEX FDS
1.62%
Shares102.4K
Event2026-03-31
Filed2026-05-14
BIL
SPDR SERIES TRUST
46.45%
Shares340.5K
Event2026-03-31
Filed2026-05-14
SPTM
SPDR SERIES TRUST
4.40%
Shares363.5K
Event2026-03-31
Filed2026-05-14
AAPL
APPLE INC
3.81%
Shares111.0K
Event2026-03-31
Filed2026-05-14
VSLU
ETF OPPORTUNITIES TRUST
19.82%
Shares616.0K
Event2026-03-31
Filed2026-05-14
JPST
J P MORGAN EXCHANGE TRADED F
23.56%
Shares475.0K
Event2026-03-31
Filed2026-05-14
BUFZ
FIRST TR EXCHNG TRADED FD VI
13.51%
Shares881.6K
Event2026-03-31
Filed2026-05-14
CWI
SPDR INDEX SHS FDS
2.46%
Shares617.4K
Event2026-03-31
Filed2026-05-14
IWM
ISHARES TR
7.59%
Shares87.7K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
10.00%
Shares57.7K
Event2026-03-31
Filed2026-05-14
GLD
SPDR GOLD TR
1.60%
Shares40.6K
Event2026-03-31
Filed2026-05-14
DFAU
DIMENSIONAL ETF TRUST
11.43%
Shares384.1K
Event2026-03-31
Filed2026-05-14
SCHX
SCHWAB STRATEGIC TR
-7.86%
Shares658.6K
Event2026-03-31
Filed2026-05-14
DFAI
DIMENSIONAL ETF TRUST
15.84%
Shares416.0K
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORPORATION
-2.20%
Shares85.2K
Event2026-03-31
Filed2026-05-14
WMT
WALMART INC
-1.88%
Shares116.3K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
0.80%
Shares49.7K
Event2026-03-31
Filed2026-05-14
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
2.54%
Shares201.5K
Event2026-03-31
Filed2026-05-14
SPEU
SPDR INDEX SHS FDS
3.21%
Shares257.1K
Event2026-03-31
Filed2026-05-14
JPM
JPMORGAN CHASE & CO
1.30%
Shares44.6K
Event2026-03-31
Filed2026-05-14
LLY
ELI LILLY & CO
0.04%
Shares14.1K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
2.16%
Shares42.4K
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
-0.79%
Shares20.2K
Event2026-03-31
Filed2026-05-14
QUAL
ISHARES TR
-4.03%
Shares53.0K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
9.39%
Shares45.0K
Event2026-03-31
Filed2026-05-14
XOM
EXXON MOBIL CORP
4.95%
Shares54.8K
Event2026-03-31
Filed2026-05-14
CGMU
CAPITAL GRP FIXED INCM ETF T
1.31%
Shares321.2K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC
MERCK & CO INC
0.36%
Shares72.3K
Event2026-03-31
Filed2026-05-14
BAC
BANK AMERICA CORP
1.68%
Shares169.9K
Event2026-03-31
Filed2026-05-14
PEP
PEPSICO INC
2.91%
Shares53.3K
Event2026-03-31
Filed2026-05-14
CAT
CATERPILLAR INC
-2.60%
Shares11.5K
Event2026-03-31
Filed2026-05-14
BUFR
FIRST TR EXCHNG TRADED FD VI
13.08%
Shares241.1K
Event2026-03-31
Filed2026-05-14
CVX
CHEVRON CORPORATION
3.76%
Shares39.3K
Event2026-03-31
Filed2026-05-14
VEA
VANGUARD TAX-MANAGED FDS
2.17%
Shares125.8K
Event2026-03-31
Filed2026-05-14
BBIN
J P MORGAN EXCHANGE TRADED F
13.36%
Shares110.2K
Event2026-03-31
Filed2026-05-14
JNJ
JOHNSON & JOHNSON
-12.55%
Shares32.9K
Event2026-03-31
Filed2026-05-14
CSCO
CISCO SYS INC
2.08%
Shares101.6K
Event2026-03-31
Filed2026-05-14
AMAT
APPLIED MATLS INC
-6.79%
Shares23.0K
Event2026-03-31
Filed2026-05-14
IVV
ISHARES TR
-1.58%
Shares11.9K
Event2026-03-31
Filed2026-05-14
SPAB
SPDR SERIES TRUST
5.62%
Shares294.0K
Event2026-03-31
Filed2026-05-14
VZ
VERIZON COMMUNICATIONS INC
3.18%
Shares144.9K
Event2026-03-31
Filed2026-05-14
ABBV
ABBVIE INC
-0.60%
Shares32.7K
Event2026-03-31
Filed2026-05-14
BND
VANGUARD BD INDEX FDS
-1.80%
Shares95.1K
Event2026-03-31
Filed2026-05-14
DFAE
DIMENSIONAL ETF TRUST
15.62%
Shares206.6K
Event2026-03-31
Filed2026-05-14
SCHM
SCHWAB STRATEGIC TR
-7.49%
Shares215.5K
Event2026-03-31
Filed2026-05-14
PNC
PNC FINL SVCS GROUP INC
-1.28%
Shares31.3K
Event2026-03-31
Filed2026-05-14
IBM
INTERNATIONAL BUSINESS MACHS
1.44%
Shares26.4K
Event2026-03-31
Filed2026-05-14
BUFD
FIRST TR EXCHNG TRADED FD VI
14.88%
Shares227.2K
Event2026-03-31
Filed2026-05-14
NOBL
PROSHARES TR
-1.86%
Shares55.8K
Event2026-03-31
Filed2026-05-14
CMI
CUMMINS INC
-1.31%
Shares10.9K
Event2026-03-31
Filed2026-05-14
SPBO
SPDR SERIES TRUST
14.27%
Shares201.5K
Event2026-03-31
Filed2026-05-14
PWR
QUANTA SVCS INC
0.75%
Shares10.5K
Event2026-03-31
Filed2026-05-14
RTX
RTX CORPORATION
2.70%
Shares29.1K
Event2026-03-31
Filed2026-05-14
KO
COCA COLA CO
1.80%
Shares72.6K
Event2026-03-31
Filed2026-05-14
XLRE
SELECT SECTOR SPDR TR
22.94%
Shares133.4K
Event2026-03-31
Filed2026-05-14
IJH
ISHARES TR
-3.66%
Shares80.3K
Event2026-03-31
Filed2026-05-14
PG
PROCTER & GAMBLE CO
-5.79%
Shares37.3K
Event2026-03-31
Filed2026-05-14
AFL
AFLAC INC
-8.31%
Shares48.2K
Event2026-03-31
Filed2026-05-14
LMT
LOCKHEED MARTIN CORP
2.12%
Shares8.7K
Event2026-03-31
Filed2026-05-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
8.77%
Shares8.6K
Event2026-03-31
Filed2026-05-14
V
VISA INC
2.03%
Shares16.5K
Event2026-03-31
Filed2026-05-14
MINT
PIMCO ETF TR
101.29%
Shares48.5K
Event2026-03-31
Filed2026-05-14
REGL
PROSHARES TR
-1.86%
Shares56.3K
Event2026-03-31
Filed2026-05-14
BROADCOM INC
BROADCOM INC
12.94%
Shares15.7K
Event2026-03-31
Filed2026-05-14
WM
WASTE MGMT INC DEL
-2.52%
Shares20.8K
Event2026-03-31
Filed2026-05-14
BTT
BLACKROCK MUN TARGET TERM TR
0.38%
Shares204.9K
Event2026-03-31
Filed2026-05-14
GLDM
WORLD GOLD TR
1.11%
Shares50.0K
Event2026-03-31
Filed2026-05-14
ICSH
ISHARES TR
2.21%
Shares89.9K
Event2026-03-31
Filed2026-05-14
COP
CONOCOPHILLIPS
1.75%
Shares34.4K
Event2026-03-31
Filed2026-05-14
MCD
MCDONALDS CORP
0.44%
Shares14.5K
Event2026-03-31
Filed2026-05-14
NEE
NEXTERA ENERGY INC
1.21%
Shares48.2K
Event2026-03-31
Filed2026-05-14
AMGN
AMGEN INC
-2.11%
Shares12.7K
Event2026-03-31
Filed2026-05-14
INTC
INTEL CORP
0.03%
Shares101.1K
Event2026-03-31
Filed2026-05-14
VLO
VALERO ENERGY CORP
5.84%
Shares18.0K
Event2026-03-31
Filed2026-05-14
LEAD
SIREN ETF TR
-2.41%
Shares56.8K
Event2026-03-31
Filed2026-05-14
TGT
TARGET CORP
-1.67%
Shares34.2K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CORPORATION
4.14%
Shares4.0K
Event2026-03-31
Filed2026-05-14
BMY
BRISTOL-MYERS SQUIBB CO
-0.74%
Shares65.9K
Event2026-03-31
Filed2026-05-14
JMUB
J P MORGAN EXCHANGE TRADED F
55.63%
Shares79.7K
Event2026-03-31
Filed2026-05-14
PPL
PPL CORP
-2.78%
Shares103.3K
Event2026-03-31
Filed2026-05-14
KLAC
KLA CORP
4.35%
Shares2.7K
Event2026-03-31
Filed2026-05-14
VGT
VANGUARD WORLD FD
-0.92%
Shares5.5K
Event2026-03-31
Filed2026-05-14
PFE
PFIZER INC
2.63%
Shares135.7K
Event2026-03-31
Filed2026-05-14
DIVO
AMPLIFY ETF TR
4.72%
Shares83.6K
Event2026-03-31
Filed2026-05-14
VIG
VANGUARD SPECIALIZED FUNDS
11.68%
Shares17.3K
Event2026-03-31
Filed2026-05-14
DFAS
DIMENSIONAL ETF TRUST
11.24%
Shares52.2K
Event2026-03-31
Filed2026-05-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-2.00%
Shares19.4K
Event2026-03-31
Filed2026-05-14
CBU
COMMUNITY FINANCIAL SYSTEM I
-9.86%
Shares62.9K
Event2026-03-31
Filed2026-05-14
SPMD
SPDR SERIES TRUST
11.14%
Shares62.1K
Event2026-03-31
Filed2026-05-14
ORCL
ORACLE CORP
5.13%
Shares24.9K
Event2026-03-31
Filed2026-05-14
FENY
FIDELITY COVINGTON TRUST
-0.06%
Shares106.1K
Event2026-03-31
Filed2026-05-14
MA
MASTERCARD INCORPORATED
1.41%
Shares7.2K
Event2026-03-31
Filed2026-05-14
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares5
Event2026-03-31
Filed2026-05-14
LAM RESEARCH CORP
LAM RESEARCH CORP
-0.48%
Shares16.6K
Event2026-03-31
Filed2026-05-14
XLV
SELECT SECTOR SPDR TR
8.60%
Shares24.1K
Event2026-03-31
Filed2026-05-14
DE
DEERE & CO
1.57%
Shares6.2K
Event2026-03-31
Filed2026-05-14
MBB
ISHARES TR
0.56%
Shares36.7K
Event2026-03-31
Filed2026-05-14
TSLA
TESLA INC
5.60%
Shares9.3K
Event2026-03-31
Filed2026-05-14
SPSM
SPDR SERIES TRUST
8.54%
Shares71.5K
Event2026-03-31
Filed2026-05-14
IJR
ISHARES TR
1.14%
Shares27.7K
Event2026-03-31
Filed2026-05-14
DIS
DISNEY WALT CO
1.49%
Shares35.7K
Event2026-03-31
Filed2026-05-14
CGDV
CAPITAL GROUP DIVIDEND VALUE
3.65%
Shares79.9K
Event2026-03-31
Filed2026-05-14
AXP
AMERICAN EXPRESS CO
-0.59%
Shares11.2K
Event2026-03-31
Filed2026-05-14
JPEM
J P MORGAN EXCHANGE TRADED F
12.72%
Shares54.4K
Event2026-03-31
Filed2026-05-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.08%
Shares70.5K
Event2026-03-31
Filed2026-05-14
GILD
GILEAD SCIENCES INC
1.38%
Shares23.5K
Event2026-03-31
Filed2026-05-14
HD
HOME DEPOT INC
2.53%
Shares9.6K
Event2026-03-31
Filed2026-05-14
EMR
EMERSON ELEC CO
-3.87%
Shares24.0K
Event2026-03-31
Filed2026-05-14
ASML
ASML HLDG NV
0.34%
Shares2.4K
Event2026-03-31
Filed2026-05-14
PSEP
INNOVATOR ETFS TRUST
0.00%
Shares72.8K
Event2026-03-31
Filed2026-05-14
LQD
ISHARES TR
1.25%
Shares28.7K
Event2026-03-31
Filed2026-05-14
CGDG
CAPITAL GROUP DIVIDEND GROWE
7.38%
Shares85.5K
Event2026-03-31
Filed2026-05-14
T
AT&T INC
1.63%
Shares104.3K
Event2026-03-31
Filed2026-05-14
PM
PHILIP MORRIS INTL INC
1.36%
Shares18.3K
Event2026-03-31
Filed2026-05-14
JPIB
J P MORGAN EXCHANGE TRADED F
15.07%
Shares63.0K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC
EATON CORP PLC
-0.55%
Shares8.4K
Event2026-03-31
Filed2026-05-14
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
3.93%
Shares8.6K
Event2026-03-31
Filed2026-05-14
APD
AIR PRODUCTS AND CHEMICALS I
-4.18%
Shares10.1K
Event2026-03-31
Filed2026-05-14
WTRG
ESSENTIAL UTILS INC
0.92%
Shares72.1K
Event2026-03-31
Filed2026-05-14
ADBE
ADOBE INC
27.29%
Shares11.9K
Event2026-03-31
Filed2026-05-14
QCOM
QUALCOMM INC
3.62%
Shares22.1K
Event2026-03-31
Filed2026-05-14
VTV
VANGUARD INDEX FDS
-0.23%
Shares14.4K
Event2026-03-31
Filed2026-05-14
SO
SOUTHERN CO
1.24%
Shares29.2K
Event2026-03-31
Filed2026-05-14
ROP
ROPER TECHNOLOGIES INC
26.30%
Shares7.9K
Event2026-03-31
Filed2026-05-14
SCHD
SCHWAB STRATEGIC TR
-3.72%
Shares90.4K
Event2026-03-31
Filed2026-05-14
MMM
3M CO
-0.66%
Shares19.1K
Event2026-03-31
Filed2026-05-14
XLI
SELECT SECTOR SPDR TR
1.50%
Shares16.9K
Event2026-03-31
Filed2026-05-14
LOW
LOWES COS INC
6.80%
Shares11.4K
Event2026-03-31
Filed2026-05-14
TXN
TEXAS INSTRS INC
-3.12%
Shares13.8K
Event2026-03-31
Filed2026-05-14
IEFA
ISHARES TR
0.49%
Shares29.4K
Event2026-03-31
Filed2026-05-14
BBUS
J P MORGAN EXCHANGE TRADED F
6.14%
Shares22.7K
Event2026-03-31
Filed2026-05-14
AVIV
AMERICAN CENTY ETF TR
14.95%
Shares35.1K
Event2026-03-31
Filed2026-05-14
CITIGROUP INC
CITIGROUP INC
4.42%
Shares22.6K
Event2026-03-31
Filed2026-05-14
VXF
VANGUARD INDEX FDS
0.92%
Shares12.5K
Event2026-03-31
Filed2026-05-14
UPS
UNITED PARCEL SVCS INC
-4.96%
Shares26.0K
Event2026-03-31
Filed2026-05-14
UNP
UNION PAC CORP
2.82%
Shares10.5K
Event2026-03-31
Filed2026-05-14
AWK
AMERICAN WTR WKS CO INC NEW
0.83%
Shares18.7K
Event2026-03-31
Filed2026-05-14
TRV
TRAVELERS COMPANIES INC
2.79%
Shares8.7K
Event2026-03-31
Filed2026-05-14
ABT
ABBOTT LABORATORIES
7.79%
Shares24.7K
Event2026-03-31
Filed2026-05-14
VCSH
VANGUARD SCOTTSDALE FDS
-3.88%
Shares30.7K
Event2026-03-31
Filed2026-05-14
NSC
NORFOLK SOUTHN CORP
0.85%
Shares8.3K
Event2026-03-31
Filed2026-05-14
SPSB
SPDR SERIES TRUST
13.24%
Shares79.4K
Event2026-03-31
Filed2026-05-14
CGMS
CAPITAL GRP FIXED INCM ETF T
1.09%
Shares85.9K
Event2026-03-31
Filed2026-05-14
GM
GENERAL MTRS CO
-0.39%
Shares31.4K
Event2026-03-31
Filed2026-05-14
IEI
ISHARES TR
2.95%
Shares19.5K
Event2026-03-31
Filed2026-05-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.25%
Shares6.8K
Event2026-03-31
Filed2026-05-14
PDEC
INNOVATOR ETFS TRUST
-14.07%
Shares54.1K
Event2026-03-31
Filed2026-05-14
MU
MICRON TECHNOLOGY INC
4.86%
Shares6.8K
Event2026-03-31
Filed2026-05-14
TMO
THERMO FISHER SCIENTIFIC INC
-0.35%
Shares4.6K
Event2026-03-31
Filed2026-05-14
TOTL
SSGA ACTIVE ETF TR
0.41%
Shares56.2K
Event2026-03-31
Filed2026-05-14
SPTI
SPDR SERIES TRUST
13.72%
Shares77.0K
Event2026-03-31
Filed2026-05-14
ALB
ALBEMARLE CORP
-8.72%
Shares12.3K
Event2026-03-31
Filed2026-05-14
ITW
ILLINOIS TOOL WKS INC
-1.74%
Shares8.4K
Event2026-03-31
Filed2026-05-14
SDVY
FIRST TR EXCHANGE TRADED FD
3.56%
Shares55.5K
Event2026-03-31
Filed2026-05-14
DRI
DARDEN RESTAURANTS INC
4.65%
Shares11.1K
Event2026-03-31
Filed2026-05-14
CGSM
CAPITAL GRP FIXED INCM ETF T
6.37%
Shares81.9K
Event2026-03-31
Filed2026-05-14
ICE
INTERCONTINENTAL EXCHANGE IN
2.58%
Shares13.7K
Event2026-03-31
Filed2026-05-14
ENB
ENBRIDGE INC
-0.98%
Shares39.3K
Event2026-03-31
Filed2026-05-14
PSX
PHILLIPS 66
0.41%
Shares11.6K
Event2026-03-31
Filed2026-05-14
XLF
SELECT SECTOR SPDR TR
2.06%
Shares42.9K
Event2026-03-31
Filed2026-05-14
CRM
SALESFORCE INC
24.22%
Shares11.4K
Event2026-03-31
Filed2026-05-14
ET
ENERGY TRANSFER L P
-1.07%
Shares108.2K
Event2026-03-31
Filed2026-05-14
BALT
INNOVATOR ETFS TRUST
New
Shares62.2K
Event2026-03-31
Filed2026-05-14
CVS
CVS HEALTH CORP
-0.62%
Shares28.7K
Event2026-03-31
Filed2026-05-14
XLE
SELECT SECTOR SPDR TR
3.30%
Shares33.2K
Event2026-03-31
Filed2026-05-14
MCK
MCKESSON CORP
8.57%
Shares2.3K
Event2026-03-31
Filed2026-05-14
TJX
TJX COS INC NEW
3.02%
Shares12.2K
Event2026-03-31
Filed2026-05-14
XLP
SELECT SECTOR SPDR TR
11.73%
Shares23.7K
Event2026-03-31
Filed2026-05-14
UNH
UNITEDHEALTH GROUP INC
9.28%
Shares7.2K
Event2026-03-31
Filed2026-05-14
CSX
CSX CORP
0.11%
Shares47.0K
Event2026-03-31
Filed2026-05-14
PJUL
INNOVATOR ETFS TRUST
0.00%
Shares41.7K
Event2026-03-31
Filed2026-05-14
SMDV
PROSHARES TR
0.00%
Shares27.8K
Event2026-03-31
Filed2026-05-14
PEG
PUBLIC SVC ENTERPRISE GROUP
3.35%
Shares23.5K
Event2026-03-31
Filed2026-05-14
LINDE PLC
LINDE PLC
0.71%
Shares3.8K
Event2026-03-31
Filed2026-05-14
AVUV
AMERICAN CENTY ETF TR
9.98%
Shares17.0K
Event2026-03-31
Filed2026-05-14
INTU
INTUIT
19.24%
Shares4.3K
Event2026-03-31
Filed2026-05-14
AMP
AMERIPRISE FINL INC
4.66%
Shares4.2K
Event2026-03-31
Filed2026-05-14
TFC
TRUIST FINL CORP
-0.09%
Shares40.4K
Event2026-03-31
Filed2026-05-14
GBIL
GOLDMAN SACHS ETF TR
21.61%
Shares18.4K
Event2026-03-31
Filed2026-05-14
COF
CAPITAL ONE FINL CORP
11.70%
Shares10.1K
Event2026-03-31
Filed2026-05-14
SPTL
SPDR SERIES TRUST
13.19%
Shares69.5K
Event2026-03-31
Filed2026-05-14
STT
STATE STR CORP
0.03%
Shares14.4K
Event2026-03-31
Filed2026-05-14
CB
CHUBB LTD SWITZ
0.92%
Shares5.6K
Event2026-03-31
Filed2026-05-14
UGI
UGI CORP NEW
0.78%
Shares49.5K
Event2026-03-31
Filed2026-05-14
SYY
SYSCO CORP
0.86%
Shares25.3K
Event2026-03-31
Filed2026-05-14
MO
ALTRIA GROUP INC
1.13%
Shares27.2K
Event2026-03-31
Filed2026-05-14
NOCT
INNOVATOR ETFS TRUST
-2.83%
Shares31.9K
Event2026-03-31
Filed2026-05-14
ZTS
ZOETIS INC
10.76%
Shares15.2K
Event2026-03-31
Filed2026-05-14
SBUX
STARBUCKS CORP
1.88%
Shares20.0K
Event2026-03-31
Filed2026-05-14
DHR
DANAHER CORP DEL
0.33%
Shares9.3K
Event2026-03-31
Filed2026-05-14
SPIP
SPDR SERIES TRUST
13.68%
Shares67.6K
Event2026-03-31
Filed2026-05-14
HON
HONEYWELL INTL INC
4.64%
Shares7.8K
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.39%
Shares13.4K
Event2026-03-31
Filed2026-05-14
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
10.10%
Shares8.8K
Event2026-03-31
Filed2026-05-14
IEMG
ISHARES INC
0.77%
Shares24.6K
Event2026-03-31
Filed2026-05-14
HP INC
HP INC
20.87%
Shares88.8K
Event2026-03-31
Filed2026-05-14
STZ
CONSTELLATION BRANDS INC
2.00%
Shares11.4K
Event2026-03-31
Filed2026-05-14
KMB
KIMBERLY-CLARK CORP
13.37%
Shares17.6K
Event2026-03-31
Filed2026-05-14
ISHARES GOLD TR
ISHARES GOLD TR
-0.52%
Shares19.2K
Event2026-03-31
Filed2026-05-14
CEG
CONSTELLATION ENERGY CORP
0.17%
Shares6.0K
Event2026-03-31
Filed2026-05-14
BA
BOEING CO
-3.43%
Shares8.5K
Event2026-03-31
Filed2026-05-14
PPA
INVESCO EXCHANGE TRADED FD T
-2.26%
Shares10.1K
Event2026-03-31
Filed2026-05-14
MTB
M & T BK CORP
-0.77%
Shares8.1K
Event2026-03-31
Filed2026-05-14
JMST
J P MORGAN EXCHANGE TRADED F
70.37%
Shares32.9K
Event2026-03-31
Filed2026-05-14
GS
GOLDMAN SACHS GROUP INC
2.86%
Shares2.0K
Event2026-03-31
Filed2026-05-14
AMD
ADVANCED MICRO DEVICES INC
0.32%
Shares8.2K
Event2026-03-31
Filed2026-05-14
XLU
SELECT SECTOR SPDR TR
15.53%
Shares36.2K
Event2026-03-31
Filed2026-05-14
HSY
HERSHEY CO
-0.99%
Shares8.0K
Event2026-03-31
Filed2026-05-14
ADP
AUTOMATIC DATA PROCESSING IN
14.59%
Shares8.1K
Event2026-03-31
Filed2026-05-14
VO
VANGUARD INDEX FDS
18.97%
Shares5.7K
Event2026-03-31
Filed2026-05-14
URI
UNITED RENTALS INC
4.36%
Shares2.3K
Event2026-03-31
Filed2026-05-14
VNQ
VANGUARD INDEX FDS
41.38%
Shares18.4K
Event2026-03-31
Filed2026-05-14
NJR
NEW JERSEY RES CORP
-0.15%
Shares28.8K
Event2026-03-31
Filed2026-05-14
PPG
PPG INDS INC
0.27%
Shares14.7K
Event2026-03-31
Filed2026-05-14
SPGI
S&P GLOBAL INC
6.44%
Shares3.7K
Event2026-03-31
Filed2026-05-14
WFC
WELLS FARGO & CO
1.70%
Shares19.0K
Event2026-03-31
Filed2026-05-14
BLACKSTONE INC
BLACKSTONE INC
9.58%
Shares13.1K
Event2026-03-31
Filed2026-05-14
POCT
INNOVATOR ETFS TRUST
0.00%
Shares35.0K
Event2026-03-31
Filed2026-05-14
CGGO
CAPITAL GROUP GBL GROWTH EQT
21.12%
Shares45.0K
Event2026-03-31
Filed2026-05-14
FNDX
SCHWAB STRATEGIC TR
0.40%
Shares53.7K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
MEDTRONIC PLC
0.51%
Shares17.2K
Event2026-03-31
Filed2026-05-14
DFUS
DIMENSIONAL ETF TRUST
New
Shares21.0K
Event2026-03-31
Filed2026-05-14
AMT
AMERICAN TOWER CORP
10.17%
Shares8.6K
Event2026-03-31
Filed2026-05-14
PFF
ISHARES TR
2.11%
Shares48.4K
Event2026-03-31
Filed2026-05-14
PNOV
INNOVATOR ETFS TRUST
-28.63%
Shares35.9K
Event2026-03-31
Filed2026-05-14
NFLX
NETFLIX INC.
54.27%
Shares15.1K
Event2026-03-31
Filed2026-05-14
ATO
ATMOS ENERGY CORP
-1.23%
Shares7.9K
Event2026-03-31
Filed2026-05-14
TT
TRANE TECHNOLOGIES PLC
0.64%
Shares3.4K
Event2026-03-31
Filed2026-05-14
GEV
GE VERNOVA INC
36.66%
Shares1.6K
Event2026-03-31
Filed2026-05-14
XLY
SELECT SECTOR SPDR TR
-1.57%
Shares13.1K
Event2026-03-31
Filed2026-05-14
IWF
ISHARES TR
-17.34%
Shares3.3K
Event2026-03-31
Filed2026-05-14
BDX
BECTON DICKINSON & CO
3.02%
Shares9.0K
Event2026-03-31
Filed2026-05-14
BIIB
BIOGEN INC
-2.39%
Shares7.6K
Event2026-03-31
Filed2026-05-14
DOW
DOW HLDGS INC
-4.31%
Shares33.7K
Event2026-03-31
Filed2026-05-14
SPIB
SPDR SERIES TRUST
17.96%
Shares40.6K
Event2026-03-31
Filed2026-05-14
MGK
VANGUARD WORLD FD
4.34%
Shares3.7K
Event2026-03-31
Filed2026-05-14
DELL
DELL TECHNOLOGIES INC
111.30%
Shares8.2K
Event2026-03-31
Filed2026-05-14
DIA
STATE STR SPDR DOW JONES IND
-3.46%
Shares2.9K
Event2026-03-31
Filed2026-05-14
CTVA
CORTEVA INC
0.12%
Shares16.0K
Event2026-03-31
Filed2026-05-14
GLW
CORNING INC
-7.10%
Shares9.9K
Event2026-03-31
Filed2026-05-14
PLTR
PALANTIR TECHNOLOGIES INC
9.52%
Shares9.1K
Event2026-03-31
Filed2026-05-14
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
0.67%
Shares11.5K
Event2026-03-31
Filed2026-05-14
MET
METLIFE INC
1.96%
Shares18.7K
Event2026-03-31
Filed2026-05-14
CLX
CLOROX CO DEL
10.53%
Shares12.7K
Event2026-03-31
Filed2026-05-14
GPC
GENUINE PARTS CO
-2.47%
Shares12.4K
Event2026-03-31
Filed2026-05-14
XLK
SELECT SECTOR SPDR TR
6.06%
Shares9.8K
Event2026-03-31
Filed2026-05-14
GE AEROSPACE
GE AEROSPACE
-2.73%
Shares4.6K
Event2026-03-31
Filed2026-05-14
QTEC
FIRST TR EXCHANGE-TRADED FD
-3.65%
Shares6.0K
Event2026-03-31
Filed2026-05-14
NOC
NORTHROP GRUMMAN CORP
-4.26%
Shares1.9K
Event2026-03-31
Filed2026-05-14
FXO
FIRST TR EXCHANGE-TRADED FD
-1.96%
Shares22.7K
Event2026-03-31
Filed2026-05-14
AVES
AMERICAN CENTY ETF TR
20.91%
Shares21.3K
Event2026-03-31
Filed2026-05-14
VUG
VANGUARD INDEX FDS
5.06%
Shares2.9K
Event2026-03-31
Filed2026-05-14
USMV
ISHARES TR
-2.75%
Shares13.7K
Event2026-03-31
Filed2026-05-14
REGN
REGENERON PHARMACEUTICALS
1.43%
Shares1.6K
Event2026-03-31
Filed2026-05-14
WAB
WABTEC
13.53%
Shares5.0K
Event2026-03-31
Filed2026-05-14
CGUS
CAPITAL GROUP CORE EQUITY ET
11.80%
Shares32.8K
Event2026-03-31
Filed2026-05-14
NVS
NOVARTIS AG
3.92%
Shares8.2K
Event2026-03-31
Filed2026-05-14
MAR
MARRIOTT INTL INC NEW
-0.26%
Shares3.8K
Event2026-03-31
Filed2026-05-14
SYK
STRYKER CORPORATION
3.11%
Shares3.8K
Event2026-03-31
Filed2026-05-14
PAPR
INNOVATOR ETFS TRUST
0.00%
Shares31.2K
Event2026-03-31
Filed2026-05-14
FDX
FEDEX CORP
-3.27%
Shares3.5K
Event2026-03-31
Filed2026-05-14
PRU
PRUDENTIAL FINL INC
3.92%
Shares12.7K
Event2026-03-31
Filed2026-05-14
PGR
PROGRESSIVE CORP
3.87%
Shares6.2K
Event2026-03-31
Filed2026-05-14
BLACKROCK INC
BLACKROCK INC
-9.62%
Shares1.3K
Event2026-03-31
Filed2026-05-14
AVMC
AMERICAN CENTY ETF TR
29.69%
Shares16.4K
Event2026-03-31
Filed2026-05-14
IWD
ISHARES TR
-4.19%
Shares5.5K
Event2026-03-31
Filed2026-05-14
LST
MANAGED PORTFOLIO SERIES
-2.51%
Shares28.9K
Event2026-03-31
Filed2026-05-14
USB
US BANCORP
0.50%
Shares22.3K
Event2026-03-31
Filed2026-05-14
IBDT
ISHARES TR
22.77%
Shares45.6K
Event2026-03-31
Filed2026-05-14
CIBR
FIRST TR EXCHANGE-TRADED FD
12.21%
Shares18.4K
Event2026-03-31
Filed2026-05-14
ICLO
INVESCO ACTIVELY MANAGED EXC
-35.44%
Shares45.2K
Event2026-03-31
Filed2026-05-14
DHI
D R HORTON INC
5.72%
Shares8.4K
Event2026-03-31
Filed2026-05-14
DLR
DIGITAL RLTY TR INC
0.88%
Shares6.3K
Event2026-03-31
Filed2026-05-14
IBDS
ISHARES TR
11.95%
Shares46.6K
Event2026-03-31
Filed2026-05-14
OKE
ONEOK INC NEW
4.76%
Shares12.4K
Event2026-03-31
Filed2026-05-14
IBDU
ISHARES TR
21.66%
Shares47.8K
Event2026-03-31
Filed2026-05-14
XLC
SELECT SECTOR SPDR TR
4.29%
Shares9.9K
Event2026-03-31
Filed2026-05-14
POR
PORTLAND GEN ELEC CO
0.05%
Shares20.8K
Event2026-03-31
Filed2026-05-14
FNF
FIDELITY NATL FINL INC
5.51%
Shares23.6K
Event2026-03-31
Filed2026-05-14
LHX
L3HARRIS TECHNOLOGIES INC
1.97%
Shares3.2K
Event2026-03-31
Filed2026-05-14
CMCSA
COMCAST CORP NEW
-10.19%
Shares37.7K
Event2026-03-31
Filed2026-05-14
APTIV PLC
APTIV PLC
4.23%
Shares15.4K
Event2026-03-31
Filed2026-05-14
TIP
ISHARES TR
1.23%
Shares9.6K
Event2026-03-31
Filed2026-05-14
IP
INTERNATIONAL PAPER CO
2.29%
Shares29.7K
Event2026-03-31
Filed2026-05-14
CBRE
CBRE GROUP INC
4.69%
Shares7.8K
Event2026-03-31
Filed2026-05-14
CGHM
CAPITAL GRP FIXED INCM ETF T
82.16%
Shares41.5K
Event2026-03-31
Filed2026-05-14
BR
BROADRIDGE FINL SOLUTIONS IN
69.09%
Shares6.4K
Event2026-03-31
Filed2026-05-14
KJUL
INNOVATOR ETFS TRUST
0.00%
Shares32.5K
Event2026-03-31
Filed2026-05-14
HYG
ISHARES TR
-1.85%
Shares12.9K
Event2026-03-31
Filed2026-05-14
VWO
VANGUARD INTL EQUITY INDEX F
29.37%
Shares18.9K
Event2026-03-31
Filed2026-05-14
INCY
INCYTE CORP
1.85%
Shares10.8K
Event2026-03-31
Filed2026-05-14
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
2.75%
Shares22.1K
Event2026-03-31
Filed2026-05-14
TSN
TYSON FOODS INC
4.86%
Shares15.7K
Event2026-03-31
Filed2026-05-14
SHW
SHERWIN WILLIAMS CO
6.12%
Shares3.1K
Event2026-03-31
Filed2026-05-14
PANW
PALO ALTO NETWORKS INC
28.33%
Shares6.2K
Event2026-03-31
Filed2026-05-14
IHDG
WISDOMTREE TR
1.95%
Shares20.7K
Event2026-03-31
Filed2026-05-14
IBDV
ISHARES TR
11.28%
Shares45.4K
Event2026-03-31
Filed2026-05-14
MDLZ
MONDELEZ INTL INC
5.85%
Shares16.6K
Event2026-03-31
Filed2026-05-14
MUB
ISHARES TR
11.57%
Shares9.0K
Event2026-03-31
Filed2026-05-14
DVN
DEVON ENERGY CORP NEW
0.99%
Shares18.9K
Event2026-03-31
Filed2026-05-14
DFAX
DIMENSIONAL ETF TRUST
New
Shares28.0K
Event2026-03-31
Filed2026-05-14
KKR & CO INC
KKR & CO INC
88.21%
Shares10.2K
Event2026-03-31
Filed2026-05-14
D
DOMINION ENERGY INC
0.24%
Shares15.3K
Event2026-03-31
Filed2026-05-14
CARR
CARRIER GLOBAL CORPORATION
-0.49%
Shares16.7K
Event2026-03-31
Filed2026-05-14
ADM
ARCHER DANIELS MIDLAND CO
-0.27%
Shares12.9K
Event2026-03-31
Filed2026-05-14
EFG
ISHARES TR
-6.32%
Shares8.4K
Event2026-03-31
Filed2026-05-14
EXC
EXELON CORP
0.19%
Shares18.9K
Event2026-03-31
Filed2026-05-14
VBR
VANGUARD INDEX FDS
-0.52%
Shares4.2K
Event2026-03-31
Filed2026-05-14
LKQ
LKQ CORP
10.96%
Shares31.1K
Event2026-03-31
Filed2026-05-14
VYM
VANGUARD WHITEHALL FDS
21.60%
Shares6.1K
Event2026-03-31
Filed2026-05-14
ZS
ZSCALER INC
221.19%
Shares6.5K
Event2026-03-31
Filed2026-05-14
HDV
ISHARES TR
1.48%
Shares6.6K
Event2026-03-31
Filed2026-05-14
VV
VANGUARD INDEX FDS
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-14
AWR
AMER STATES WTR CO
5.60%
Shares11.8K
Event2026-03-31
Filed2026-05-14
PCAR
PACCAR INC
-0.12%
Shares7.6K
Event2026-03-31
Filed2026-05-14
GIS
GENERAL MILLS INC
7.75%
Shares23.4K
Event2026-03-31
Filed2026-05-14
CL
COLGATE PALMOLIVE CO
-3.64%
Shares10.2K
Event2026-03-31
Filed2026-05-14
RAA
ETF OPPORTUNITIES TRUST
228.32%
Shares30.7K
Event2026-03-31
Filed2026-05-14
APH
AMPHENOL CORP
7.88%
Shares6.7K
Event2026-03-31
Filed2026-05-14
VFLO
VICTORY PORTFOLIOS II
53.97%
Shares21.0K
Event2026-03-31
Filed2026-05-14
IBDW
ISHARES TR
13.82%
Shares39.5K
Event2026-03-31
Filed2026-05-14
JEPQ
J P MORGAN EXCHANGE TRADED F
1.64%
Shares14.9K
Event2026-03-31
Filed2026-05-14
SHV
ISHARES TR
3.88%
Shares7.4K
Event2026-03-31
Filed2026-05-14
HAS
HASBRO INC
2.16%
Shares8.8K
Event2026-03-31
Filed2026-05-14
VRT
VERTIV HOLDINGS CO
7.84%
Shares3.2K
Event2026-03-31
Filed2026-05-14
TPR
TAPESTRY INC
-8.34%
Shares5.7K
Event2026-03-31
Filed2026-05-14
CAH
CARDINAL HEALTH INC
9.33%
Shares3.8K
Event2026-03-31
Filed2026-05-14
FXH
FIRST TR EXCHANGE-TRADED FD
0.14%
Shares7.2K
Event2026-03-31
Filed2026-05-14
NUE
NUCOR CORP
0.22%
Shares4.6K
Event2026-03-31
Filed2026-05-14
EPD
ENTERPRISE PRODS PARTNERS L
0.25%
Shares20.3K
Event2026-03-31
Filed2026-05-14
CGCB
CAPITAL GRP FIXED INCM ETF T
-0.83%
Shares28.8K
Event2026-03-31
Filed2026-05-14
DTE
DTE ENERGY CO
5.42%
Shares5.2K
Event2026-03-31
Filed2026-05-14
SFLR
INNOVATOR ETFS TRUST
0.06%
Shares21.3K
Event2026-03-31
Filed2026-05-14
IBDX
ISHARES TR
15.30%
Shares29.8K
Event2026-03-31
Filed2026-05-14
EJUL
INNOVATOR ETFS TRUST
0.00%
Shares25.2K
Event2026-03-31
Filed2026-05-14
NJUL
INNOVATOR ETFS TRUST
0.00%
Shares10.5K
Event2026-03-31
Filed2026-05-14
IBDY
ISHARES TR
15.50%
Shares28.8K
Event2026-03-31
Filed2026-05-14
PAVE
GLOBAL X FDS
13.44%
Shares14.6K
Event2026-03-31
Filed2026-05-14
KAPR
INNOVATOR ETFS TRUST
0.00%
Shares20.3K
Event2026-03-31
Filed2026-05-14
CROWN CASTLE INC
CROWN CASTLE INC
6.04%
Shares9.1K
Event2026-03-31
Filed2026-05-14
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-14
MS
MORGAN STANLEY
19.62%
Shares4.4K
Event2026-03-31
Filed2026-05-14
TPL
TEXAS PACIFIC LAND CORPORATI
-3.85%
Shares1.5K
Event2026-03-31
Filed2026-05-14
ADSK
AUTODESK INC
3.71%
Shares2.9K
Event2026-03-31
Filed2026-05-14
SPGP
INVESCO EXCHANGE TRADED FD T
-0.09%
Shares6.5K
Event2026-03-31
Filed2026-05-14
FTCS
FIRST TR EXCHANGE-TRADED FD
-21.37%
Shares7.4K
Event2026-03-31
Filed2026-05-14
VCIT
VANGUARD SCOTTSDALE FDS
7.71%
Shares8.3K
Event2026-03-31
Filed2026-05-14
SRE
SEMPRA
2.77%
Shares7.0K
Event2026-03-31
Filed2026-05-14
AGG
ISHARES TR
1.80%
Shares6.8K
Event2026-03-31
Filed2026-05-14
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-4.30%
Shares5.4K
Event2026-03-31
Filed2026-05-14
MPC
MARATHON PETE CORP
6.63%
Shares2.7K
Event2026-03-31
Filed2026-05-14
STLD
STEEL DYNAMICS INC
2.63%
Shares3.6K
Event2026-03-31
Filed2026-05-14
NKE
NIKE INC
-0.48%
Shares12.1K
Event2026-03-31
Filed2026-05-14
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-2.93%
Shares1.6K
Event2026-03-31
Filed2026-05-14
JCI
JOHNSON CONTROLS INTERNATION
0.02%
Shares4.8K
Event2026-03-31
Filed2026-05-14
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
21.48%
Shares10.3K
Event2026-03-31
Filed2026-05-14
PMAY
INNOVATOR ETFS TRUST
0.00%
Shares15.7K
Event2026-03-31
Filed2026-05-14
INCM
FRANKLIN TEMPLETON ETF TR
16.31%
Shares21.8K
Event2026-03-31
Filed2026-05-14
SPYV
SPDR SERIES TRUST
0.09%
Shares11.0K
Event2026-03-31
Filed2026-05-14
BMN
BLACKROCK 2037 MUNICIPAL TAR
0.00%
Shares24.0K
Event2026-03-31
Filed2026-05-14
FCX
FREEPORT MCMORAN INC
-8.07%
Shares10.6K
Event2026-03-31
Filed2026-05-14
VB
VANGUARD INDEX FDS
18.76%
Shares2.4K
Event2026-03-31
Filed2026-05-14
GSK PLC
GSK PLC
0.45%
Shares11.1K
Event2026-03-31
Filed2026-05-14
ROST
ROSS STORES INC
1.83%
Shares2.8K
Event2026-03-31
Filed2026-05-14
BP
BP PLC
56.70%
Shares13.0K
Event2026-03-31
Filed2026-05-14
OHI
OMEGA HEALTHCARE INVS INC
3.63%
Shares14.0K
Event2026-03-31
Filed2026-05-14
BROOKFIELD RENEWABLE CORP
BROOKFIELD RENEWABLE CORP
-1.43%
Shares15.3K
Event2026-03-31
Filed2026-05-14
PFIS
PEOPLES FINL SVCS CORP
6.28%
Shares11.4K
Event2026-03-31
Filed2026-05-14
PSA
PUBLIC STORAGE OPER CO
0.04%
Shares2.2K
Event2026-03-31
Filed2026-05-14
CTRI
CENTURI HOLDINGS INC
52.61%
Shares20.8K
Event2026-03-31
Filed2026-05-14
SPYM
SPDR SERIES TRUST
7.80%
Shares7.9K
Event2026-03-31
Filed2026-05-14
CGSD
CAPITAL GRP FIXED INCM ETF T
New
Shares23.4K
Event2026-03-31
Filed2026-05-14
XBI
SPDR SERIES TRUST
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-14
CGCP
CAPITAL GRP FIXED INCM ETF T
1.13%
Shares26.8K
Event2026-03-31
Filed2026-05-14
CME
CME GROUP INC
-1.89%
Shares2.0K
Event2026-03-31
Filed2026-05-14
PFG
PRINCIPAL FINANCIAL GROUP IN
-7.99%
Shares6.6K
Event2026-03-31
Filed2026-05-14
AEP
AMERICAN ELEC PWR CO INC
3.46%
Shares4.5K
Event2026-03-31
Filed2026-05-14
AJG
GALLAGHER ARTHUR J & CO
55.31%
Shares2.7K
Event2026-03-31
Filed2026-05-14
DG
DOLLAR GEN CORP
-5.12%
Shares4.9K
Event2026-03-31
Filed2026-05-14
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares3.0K
Event2026-03-31
Filed2026-05-14
SOXX
ISHARES TR
-2.71%
Shares1.8K
Event2026-03-31
Filed2026-05-14
SMH
VANECK ETF TRUST
0.67%
Shares1.5K
Event2026-03-31
Filed2026-05-14
PAUG
INNOVATOR ETFS TRUST
-26.43%
Shares13.5K
Event2026-03-31
Filed2026-05-14
SPYG
SPDR SERIES TRUST
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-14
GRMN
GARMIN LTD
-15.25%
Shares2.5K
Event2026-03-31
Filed2026-05-14
O
REALTY INCOME CORP
2.01%
Shares9.3K
Event2026-03-31
Filed2026-05-14
SNOW
SNOWFLAKE INC
112.68%
Shares3.8K
Event2026-03-31
Filed2026-05-14
LNC
LINCOLN NATL CORP IND
0.69%
Shares16.0K
Event2026-03-31
Filed2026-05-14
KDP
KEURIG DR PEPPER INC
10.78%
Shares21.4K
Event2026-03-31
Filed2026-05-14
IJUL
INNOVATOR ETFS TRUST
0.00%
Shares16.6K
Event2026-03-31
Filed2026-05-14
SDY
SPDR SERIES TRUST
-1.01%
Shares3.8K
Event2026-03-31
Filed2026-05-14
CENCORA INC
CENCORA INC
2.32%
Shares1.8K
Event2026-03-31
Filed2026-05-14
CGIE
CAPITAL GROUP INTERNATIONAL
0.00%
Shares16.4K
Event2026-03-31
Filed2026-05-14
AVIG
AMERICAN CENTY ETF TR
85.73%
Shares13.2K
Event2026-03-31
Filed2026-05-14
BABA
ALIBABA GROUP HLDG LTD
9.91%
Shares4.4K
Event2026-03-31
Filed2026-05-14
DEO
DIAGEO PLC
10.12%
Shares7.2K
Event2026-03-31
Filed2026-05-14
CHD
CHURCH & DWIGHT CO INC
17.75%
Shares5.7K
Event2026-03-31
Filed2026-05-14
DJT
TRUMP MEDIA & TECHNOLOGY GRO
New
Shares57.4K
Event2026-03-31
Filed2026-05-14
VXUS
VANGUARD STAR FDS
0.03%
Shares6.9K
Event2026-03-31
Filed2026-05-14
DRSK
ETF SER SOLUTIONS
2.83%
Shares19.3K
Event2026-03-31
Filed2026-05-14
WMB
WILLIAMS COS INC
7.64%
Shares7.2K
Event2026-03-31
Filed2026-05-14
VOE
VANGUARD INDEX FDS
-1.40%
Shares2.8K
Event2026-03-31
Filed2026-05-14
VBK
VANGUARD INDEX FDS
-1.72%
Shares1.7K
Event2026-03-31
Filed2026-05-14
DFNM
DIMENSIONAL ETF TRUST
0.59%
Shares10.8K
Event2026-03-31
Filed2026-05-14
CRWD
CROWDSTRIKE HLDGS INC
3.55%
Shares1.3K
Event2026-03-31
Filed2026-05-14
IDA
IDACORP INC
0.03%
Shares3.5K
Event2026-03-31
Filed2026-05-14
WELL
WELLTOWER INC
-0.58%
Shares2.6K
Event2026-03-31
Filed2026-05-14
VEU
VANGUARD INTL EQUITY INDEX F
0.13%
Shares6.7K
Event2026-03-31
Filed2026-05-14
SHOP
SHOPIFY INC
-6.44%
Shares4.3K
Event2026-03-31
Filed2026-05-14
F
FORD MTR CO
-0.61%
Shares43.7K
Event2026-03-31
Filed2026-05-14
SCHA
SCHWAB STRATEGIC TR
-16.81%
Shares17.3K
Event2026-03-31
Filed2026-05-14
FI
FISERV INC
23.38%
Shares9.0K
Event2026-03-31
Filed2026-05-14
HBAN
HUNTINGTON BANCSHARES INC
4.53%
Shares32.1K
Event2026-03-31
Filed2026-05-14
PFEB
INNOVATOR ETFS TRUST
0.00%
Shares12.5K
Event2026-03-31
Filed2026-05-14
ED
CONSOLIDATED EDISON INC
1.56%
Shares4.4K
Event2026-03-31
Filed2026-05-14
IOCT
INNOVATOR ETFS TRUST
0.00%
Shares14.1K
Event2026-03-31
Filed2026-05-14
VRTX
VERTEX PHARMACEUTICALS INC
3.11%
Shares1.1K
Event2026-03-31
Filed2026-05-14
IJK
ISHARES TR
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-14
NUV
NUVEEN MUN VALUE FD INC
-1.74%
Shares53.4K
Event2026-03-31
Filed2026-05-14
PMAR
INNOVATOR ETFS TRUST
0.00%
Shares10.7K
Event2026-03-31
Filed2026-05-14
FDBC
FIDELITY D & D BANCORP INC
19.87%
Shares11.1K
Event2026-03-31
Filed2026-05-14
NWE
NORTHWESTERN ENERGY GROUP IN
0.10%
Shares7.3K
Event2026-03-31
Filed2026-05-14
SCHO
SCHWAB STRATEGIC TR
0.65%
Shares19.4K
Event2026-03-31
Filed2026-05-14
EOG
EOG RES INC
3.93%
Shares3.2K
Event2026-03-31
Filed2026-05-14
TROW
PRICE T ROWE GROUP INC
-0.73%
Shares5.2K
Event2026-03-31
Filed2026-05-14
LULU
LULULEMON ATHLETICA INC
-11.90%
Shares3.0K
Event2026-03-31
Filed2026-05-14
UNILEVER PLC
UNILEVER PLC
-6.91%
Shares8.1K
Event2026-03-31
Filed2026-05-14
XHB
SPDR SERIES TRUST
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-14
MMC
MARSH & MCLENNAN COS INC
3.79%
Shares2.6K
Event2026-03-31
Filed2026-05-14
IBTH
ISHARES TR
1.29%
Shares20.0K
Event2026-03-31
Filed2026-05-14
ODFL
OLD DOMINION FREIGHT LINE IN
-28.17%
Shares2.3K
Event2026-03-31
Filed2026-05-14
CTAS
CINTAS CORP
0.65%
Shares2.6K
Event2026-03-31
Filed2026-05-14
CDW
CDW CORP
18.25%
Shares3.7K
Event2026-03-31
Filed2026-05-14
RUNN
STRATEGIC TRUST
-5.93%
Shares13.7K
Event2026-03-31
Filed2026-05-14
PAYX
PAYCHEX INC
-25.49%
Shares4.8K
Event2026-03-31
Filed2026-05-14
FFC
FLAHERTY & CRUMRIN PFD & INM
4.06%
Shares28.2K
Event2026-03-31
Filed2026-05-14
IBTJ
ISHARES TR
1.32%
Shares19.9K
Event2026-03-31
Filed2026-05-14
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
65.86%
Shares3.9K
Event2026-03-31
Filed2026-05-14
LYB
LYONDELLBASELL INDUSTRIES NV
New
Shares5.4K
Event2026-03-31
Filed2026-05-14
MTUM
ISHARES TR
-1.10%
Shares1.8K
Event2026-03-31
Filed2026-05-14
VDC
VANGUARD WORLD FD
-3.23%
Shares1.9K
Event2026-03-31
Filed2026-05-14
BSMR
INVESCO EXCH TRD SLF IDX FD
0.55%
Shares18.1K
Event2026-03-31
Filed2026-05-14
ALL
ALLSTATE CORP
2.22%
Shares2.1K
Event2026-03-31
Filed2026-05-14
BSMQ
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares18.1K
Event2026-03-31
Filed2026-05-14
BSMS
INVESCO EXCH TRD SLF IDX FD
0.55%
Shares18.3K
Event2026-03-31
Filed2026-05-14
EJAN
INNOVATOR ETFS TRUST
0.00%
Shares12.6K
Event2026-03-31
Filed2026-05-14
BSMT
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares18.5K
Event2026-03-31
Filed2026-05-14
BSMU
INVESCO EXCH TRD SLF IDX FD
0.52%
Shares19.4K
Event2026-03-31
Filed2026-05-14
BSMV
INVESCO EXCH TRD SLF IDX FD
0.62%
Shares20.2K
Event2026-03-31
Filed2026-05-14
ELV
ELEVANCE HEALTH INC FORMERLY
-11.77%
Shares1.4K
Event2026-03-31
Filed2026-05-14
GOF
GUGGENHEIM STRATEGIC OPPORTU
0.89%
Shares38.1K
Event2026-03-31
Filed2026-05-14
BSMW
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares16.9K
Event2026-03-31
Filed2026-05-14
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.35%
Shares2.0K
Event2026-03-31
Filed2026-05-14
MKC
MCCORMICK & CO INC
25.45%
Shares8.3K
Event2026-03-31
Filed2026-05-14
BSSX
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares16.5K
Event2026-03-31
Filed2026-05-14
CGBL
CAPITAL GROUP CORE BALANCED
42.56%
Shares12.2K
Event2026-03-31
Filed2026-05-14
IBTI
ISHARES TR
1.34%
Shares18.7K
Event2026-03-31
Filed2026-05-14
IBTK
ISHARES TR
1.92%
Shares21.2K
Event2026-03-31
Filed2026-05-14
XYL
XYLEM INC
-2.68%
Shares3.5K
Event2026-03-31
Filed2026-05-14
DFCF
DIMENSIONAL ETF TRUST
8.24%
Shares9.8K
Event2026-03-31
Filed2026-05-14
PH
PARKER-HANNIFIN CORP
7.46%
Shares461
Event2026-03-31
Filed2026-05-14
XMLV
INVESCO EXCH TRADED FD TR II
0.86%
Shares6.5K
Event2026-03-31
Filed2026-05-14
NVO
NOVO-NORDISK A S
-7.21%
Shares11.2K
Event2026-03-31
Filed2026-05-14
YUM
YUM BRANDS INC
-0.23%
Shares2.6K
Event2026-03-31
Filed2026-05-14
PTIN
PACER FDS TR
0.00%
Shares12.4K
Event2026-03-31
Filed2026-05-14
NEM
NEWMONT CORP
7.63%
Shares3.7K
Event2026-03-31
Filed2026-05-14
IBTL
ISHARES TR
2.01%
Shares19.7K
Event2026-03-31
Filed2026-05-14
WPC
WP CAREY INC
0.15%
Shares5.9K
Event2026-03-31
Filed2026-05-14
TMUS
T-MOBILE US INC
11.59%
Shares1.9K
Event2026-03-31
Filed2026-05-14
IBTM
ISHARES TR
2.02%
Shares17.5K
Event2026-03-31
Filed2026-05-14
IBTO
ISHARES TR
2.05%
Shares16.3K
Event2026-03-31
Filed2026-05-14
TOTALENERGIES SE
TOTALENERGIES SE
0.39%
Shares4.4K
Event2026-03-31
Filed2026-05-14
EMN
EASTMAN CHEM CO
4.40%
Shares5.2K
Event2026-03-31
Filed2026-05-14
KMI
KINDER MORGAN INC DEL
1.66%
Shares11.8K
Event2026-03-31
Filed2026-05-14
AVLV
AMERICAN CENTY ETF TR
0.12%
Shares4.9K
Event2026-03-31
Filed2026-05-14
IBB
ISHARES TR
0.74%
Shares2.3K
Event2026-03-31
Filed2026-05-14
IBDR
ISHARES TR
10.36%
Shares16.2K
Event2026-03-31
Filed2026-05-14
GLXY
GALAXY DIGITAL INC.
0.00%
Shares21.1K
Event2026-03-31
Filed2026-05-14
ORLY
OREILLY AUTOMOTIVE INC
7.35%
Shares4.2K
Event2026-03-31
Filed2026-05-14
ROK
ROCKWELL AUTOMATION INC
1.14%
Shares1.1K
Event2026-03-31
Filed2026-05-14
VTHR
VANGUARD SCOTTSDALE FDS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-14
NAPR
INNOVATOR ETFS TRUST
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-14
RFG
INVESCO EXCHANGE TRADED FD T
0.01%
Shares6.9K
Event2026-03-31
Filed2026-05-14
IGV
ISHARES TR
New
Shares4.7K
Event2026-03-31
Filed2026-05-14
TSCO
TRACTOR SUPPLY CO
-5.58%
Shares8.3K
Event2026-03-31
Filed2026-05-14
AEE
AMEREN CORP
3.38%
Shares3.4K
Event2026-03-31
Filed2026-05-14
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-2.47%
Shares3.7K
Event2026-03-31
Filed2026-05-14
IYW
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-14
FIW
FIRST TR EXCHANGE-TRADED FD
-2.64%
Shares3.5K
Event2026-03-31
Filed2026-05-14
MDXG
MIMEDX GROUP INC
8.44%
Shares92.5K
Event2026-03-31
Filed2026-05-14
FIS
FIDELITY NATL INFORMATION SV
-25.97%
Shares7.8K
Event2026-03-31
Filed2026-05-14
SHEL
SHELL PLC
-1.81%
Shares3.9K
Event2026-03-31
Filed2026-05-14
IHI
ISHARES TR
-6.05%
Shares6.8K
Event2026-03-31
Filed2026-05-14
DNP
DNP SELECT INCOME FD INC
-0.18%
Shares34.8K
Event2026-03-31
Filed2026-05-14
THE CIGNA GROUP
THE CIGNA GROUP
10.73%
Shares1.3K
Event2026-03-31
Filed2026-05-14
CPAI
NORTHERN LTS FD TR III
44.05%
Shares8.5K
Event2026-03-31
Filed2026-05-14
COIN
COINBASE GLOBAL INC
1.29%
Shares2.0K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available