The Analysis of JPL Wealth Management, LLC's Holdings & P&L


Currently, JPL Wealth Management, LLC holds 1554 types of securities in its portfolio with a total value $434.7M. In the most recent quarter, they have increased their positions in SPYM (+85.8K shares, valued at $6.6M), DYNF (+58.1K shares, valued at $3.4M), QVAL (+55.5K shares, valued at $2.9M); decreased their positions in VOT (-13.5K shares, valued at $3.5M), N/A (-25.4K shares, valued at $2.3M), PAYX (-23.0K shares, valued at $2.1M); initiated new positions in N/A (+36.1K shares, valued at $1.8M), BRTR (+12.1K shares, valued at $606.8K), BINC (+7.7K shares, valued at $402.0K).


1M P&L
+13.8M+3.43%
3M P&L
+18.3M+4.59%
HY P&L
+30.5M+7.88%

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/A193.5M
51.0%
2Oil & Gas Integrated16.1M
4.2%
3Drug Manufacturers - General15.4M
4.1%

Top Industries by Stock Count

1N/A157 stocks
10.8%
2Banks - Regional87 stocks
6.0%
3Biotechnology62 stocks
4.3%
Stock Holdings
SCHO
SCHWAB STRATEGIC TR
6.05%
Shares650.3K
Event2026-03-31
Filed2026-05-08
SPYM
SPDR SERIES TRUST
89.74%
Shares181.3K
Event2026-03-31
Filed2026-05-08
AAPL
APPLE INC
-0.94%
Shares48.9K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
BROADCOM INC
-6.73%
Shares39.2K
Event2026-03-31
Filed2026-05-08
DYNF
BLACKROCK ETF TRUST
38.65%
Shares208.3K
Event2026-03-31
Filed2026-05-08
CAOS
EA SERIES TRUST
22.37%
Shares131.0K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
-3.72%
Shares37.7K
Event2026-03-31
Filed2026-05-08
EA SERIES TRUST
EA SERIES TRUST
-0.00%
Shares229.4K
Event2026-03-31
Filed2026-05-08
UNH
UNITEDHEALTH GROUP INC
-13.99%
Shares38.8K
Event2026-03-31
Filed2026-05-08
VTI
VANGUARD INDEX FDS
-1.34%
Shares29.1K
Event2026-03-31
Filed2026-05-08
IGSB
ISHARES TR
5.73%
Shares170.8K
Event2026-03-31
Filed2026-05-08
CVX
CHEVRON CORPORATION
0.22%
Shares42.6K
Event2026-03-31
Filed2026-05-08
CAT
CATERPILLAR INC
-3.90%
Shares12.4K
Event2026-03-31
Filed2026-05-08
SPMO
INVESCO EXCH TRADED FD TR II
24.71%
Shares67.0K
Event2026-03-31
Filed2026-05-08
DFAI
DIMENSIONAL ETF TRUST
13.02%
Shares190.1K
Event2026-03-31
Filed2026-05-08
XOM
EXXON MOBIL CORP
2.11%
Shares42.5K
Event2026-03-31
Filed2026-05-08
MSFT
MICROSOFT CORP
-1.89%
Shares19.3K
Event2026-03-31
Filed2026-05-08
IEI
ISHARES TR
13.53%
Shares59.5K
Event2026-03-31
Filed2026-05-08
QMOM
EA SERIES TRUST
12.42%
Shares100.8K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TR
INVESCO QQQ TR
-1.86%
Shares11.3K
Event2026-03-31
Filed2026-05-08
COST
COSTCO WHOLESALE CORPORATION
-1.96%
Shares6.5K
Event2026-03-31
Filed2026-05-08
IJH
ISHARES TR
-3.48%
Shares94.2K
Event2026-03-31
Filed2026-05-08
SCHF
SCHWAB STRATEGIC TR
-1.65%
Shares247.7K
Event2026-03-31
Filed2026-05-08
WMT
WALMART INC
-3.76%
Shares48.8K
Event2026-03-31
Filed2026-05-08
ABBV
ABBVIE INC
0.34%
Shares26.9K
Event2026-03-31
Filed2026-05-08
DGRO
ISHARES TR
-1.10%
Shares79.3K
Event2026-03-31
Filed2026-05-08
AMZN
AMAZON COM INC
0.28%
Shares26.4K
Event2026-03-31
Filed2026-05-08
SOXX
ISHARES TR
-4.03%
Shares16.4K
Event2026-03-31
Filed2026-05-08
SDVY
FIRST TR EXCHANGE TRADED FD
-2.41%
Shares121.5K
Event2026-03-31
Filed2026-05-08
GILD
GILEAD SCIENCES INC
0.17%
Shares34.1K
Event2026-03-31
Filed2026-05-08
DON
WISDOMTREE TR
-0.76%
Shares89.3K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.61%
Shares9.8K
Event2026-03-31
Filed2026-05-08
NVDA
NVIDIA CORPORATION
1.82%
Shares26.3K
Event2026-03-31
Filed2026-05-08
QVAL
EA SERIES TRUST
170.81%
Shares88.0K
Event2026-03-31
Filed2026-05-08
PWB
INVESCO EXCHANGE TRADED FD T
-1.88%
Shares35.4K
Event2026-03-31
Filed2026-05-08
JPM
JPMORGAN CHASE & CO
-2.71%
Shares14.7K
Event2026-03-31
Filed2026-05-08
VPL
VANGUARD INTL EQUITY INDEX F
-0.81%
Shares43.9K
Event2026-03-31
Filed2026-05-08
DE
DEERE & CO
-2.74%
Shares7.6K
Event2026-03-31
Filed2026-05-08
LAMR
LAMAR ADVERTISING CO
-0.42%
Shares33.1K
Event2026-03-31
Filed2026-05-08
OEF
ISHARES TR
-2.99%
Shares12.4K
Event2026-03-31
Filed2026-05-08
MA
MASTERCARD INCORPORATED
3.22%
Shares7.8K
Event2026-03-31
Filed2026-05-08
NOC
NORTHROP GRUMMAN CORP
-1.67%
Shares5.7K
Event2026-03-31
Filed2026-05-08
IEFA
ISHARES TR
-3.07%
Shares42.1K
Event2026-03-31
Filed2026-05-08
DHI
D R HORTON INC
0.25%
Shares27.0K
Event2026-03-31
Filed2026-05-08
QUAL
ISHARES TR
0.18%
Shares18.9K
Event2026-03-31
Filed2026-05-08
SO
SOUTHERN CO
0.51%
Shares37.5K
Event2026-03-31
Filed2026-05-08
IBM
INTERNATIONAL BUSINESS MACHS
0.62%
Shares14.8K
Event2026-03-31
Filed2026-05-08
DLR
DIGITAL RLTY TR INC
0.01%
Shares19.3K
Event2026-03-31
Filed2026-05-08
ORLY
OREILLY AUTOMOTIVE INC
-0.69%
Shares37.5K
Event2026-03-31
Filed2026-05-08
AMGN
AMGEN INC
-0.03%
Shares9.7K
Event2026-03-31
Filed2026-05-08
ING
ING GROEP N.V.
-2.57%
Shares130.6K
Event2026-03-31
Filed2026-05-08
PEP
PEPSICO INC
-0.31%
Shares21.5K
Event2026-03-31
Filed2026-05-08
ARES
ARES MANAGEMENT CORPORATION
-2.90%
Shares30.3K
Event2026-03-31
Filed2026-05-08
EMR
EMERSON ELEC CO
0.20%
Shares24.1K
Event2026-03-31
Filed2026-05-08
SDOG
ALPS ETF TR
-0.39%
Shares45.7K
Event2026-03-31
Filed2026-05-08
MS
MORGAN STANLEY
-1.36%
Shares17.5K
Event2026-03-31
Filed2026-05-08
UNILEVER PLC
UNILEVER PLC
-0.89%
Shares49.9K
Event2026-03-31
Filed2026-05-08
HD
HOME DEPOT INC
2.80%
Shares8.3K
Event2026-03-31
Filed2026-05-08
IWP
ISHARES TR
-2.12%
Shares20.9K
Event2026-03-31
Filed2026-05-08
SPIB
SPDR SERIES TRUST
10.96%
Shares79.6K
Event2026-03-31
Filed2026-05-08
PEG
PUBLIC SVC ENTERPRISE GROUP
-0.91%
Shares30.7K
Event2026-03-31
Filed2026-05-08
GOVT
ISHARES TR
50.58%
Shares104.8K
Event2026-03-31
Filed2026-05-08
FNF
FIDELITY NATL FINL INC
-2.83%
Shares49.8K
Event2026-03-31
Filed2026-05-08
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-1.34%
Shares3.8K
Event2026-03-31
Filed2026-05-08
WAT
WATERS CORP
-2.27%
Shares7.5K
Event2026-03-31
Filed2026-05-08
FRDM
EA SERIES TRUST
92.50%
Shares39.0K
Event2026-03-31
Filed2026-05-08
EQH
EQUITABLE HLDGS INC
-3.28%
Shares52.5K
Event2026-03-31
Filed2026-05-08
SPGI
S&P GLOBAL INC
-0.49%
Shares4.5K
Event2026-03-31
Filed2026-05-08
AAUS
EA SERIES TRUST
0.00%
Shares35.4K
Event2026-03-31
Filed2026-05-08
EA SERIES TRUST
EA SERIES TRUST
New
Shares36.1K
Event2026-03-31
Filed2026-05-08
IGIB
ISHARES TR
67.69%
Shares31.9K
Event2026-03-31
Filed2026-05-08
NFLX
NETFLIX INC.
13.58%
Shares15.7K
Event2026-03-31
Filed2026-05-08
BSCS
INVESCO EXCH TRD SLF IDX FD
2.56%
Shares72.3K
Event2026-03-31
Filed2026-05-08
SPY
STATE STR SPDR S&P 500 ETF T
-1.92%
Shares2.1K
Event2026-03-31
Filed2026-05-08
PSA
PUBLIC STORAGE OPER CO
-1.71%
Shares4.8K
Event2026-03-31
Filed2026-05-08
SPMB
SPDR SERIES TRUST
48.16%
Shares57.2K
Event2026-03-31
Filed2026-05-08
BSCU
INVESCO EXCH TRD SLF IDX FD
3.29%
Shares73.3K
Event2026-03-31
Filed2026-05-08
BOXX
EA SERIES TRUST
45.54%
Shares10.4K
Event2026-03-31
Filed2026-05-08
BSCW
INVESCO EXCH TRD SLF IDX FD
3.85%
Shares57.6K
Event2026-03-31
Filed2026-05-08
PLTR
PALANTIR TECHNOLOGIES INC
21.68%
Shares8.0K
Event2026-03-31
Filed2026-05-08
META
META PLATFORMS INC
4.30%
Shares1.5K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
14.49%
Shares2.9K
Event2026-03-31
Filed2026-05-08
LLY
ELI LILLY & CO
-3.84%
Shares751
Event2026-03-31
Filed2026-05-08
ORCL
ORACLE CORP
3.63%
Shares4.5K
Event2026-03-31
Filed2026-05-08
MAR
MARRIOTT INTL INC NEW
22.34%
Shares2.0K
Event2026-03-31
Filed2026-05-08
IVV
ISHARES TR
1.14%
Shares975
Event2026-03-31
Filed2026-05-08
BRTR
BLACKROCK ETF TRUST II
New
Shares12.1K
Event2026-03-31
Filed2026-05-08
BNL
BROADSTONE NET LEASE INC
0.00%
Shares32.4K
Event2026-03-31
Filed2026-05-08
HYDB
ISHARES TR
43.08%
Shares12.7K
Event2026-03-31
Filed2026-05-08
FTNT
FORTINET INC
6.82%
Shares6.8K
Event2026-03-31
Filed2026-05-08
TSLA
TESLA INC
5.92%
Shares1.5K
Event2026-03-31
Filed2026-05-08
EATON CORP PLC
EATON CORP PLC
66.26%
Shares1.5K
Event2026-03-31
Filed2026-05-08
TXN
TEXAS INSTRS INC
81.01%
Shares2.5K
Event2026-03-31
Filed2026-05-08
IBTO
ISHARES TR
0.32%
Shares17.4K
Event2026-03-31
Filed2026-05-08
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-08
IWB
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-08
BINC
BLACKROCK ETF TRUST II
New
Shares7.7K
Event2026-03-31
Filed2026-05-08
EFA
ISHARES TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-08
SCHA
SCHWAB STRATEGIC TR
0.00%
Shares12.8K
Event2026-03-31
Filed2026-05-08
HEFA
ISHARES TR
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-08
MERCK & CO INC
MERCK & CO INC
32.99%
Shares3.0K
Event2026-03-31
Filed2026-05-08
PFE
PFIZER INC
15.15%
Shares12.4K
Event2026-03-31
Filed2026-05-08
IEMG
ISHARES INC
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-08
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares3.5K
Event2026-03-31
Filed2026-05-08
XEL
XCEL ENERGY INC
14.11%
Shares3.7K
Event2026-03-31
Filed2026-05-08
NEE
NEXTERA ENERGY INC
New
Shares3.1K
Event2026-03-31
Filed2026-05-08
VUG
VANGUARD INDEX FDS
-0.15%
Shares659
Event2026-03-31
Filed2026-05-08
VOE
VANGUARD INDEX FDS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-08
IJJ
ISHARES TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-08
PFF
ISHARES TR
New
Shares8.3K
Event2026-03-31
Filed2026-05-08
COP
CONOCOPHILLIPS
New
Shares1.9K
Event2026-03-31
Filed2026-05-08
CSCO
CISCO SYS INC
7.66%
Shares3.0K
Event2026-03-31
Filed2026-05-08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares671
Event2026-03-31
Filed2026-05-08
V
VISA INC
-22.14%
Shares742
Event2026-03-31
Filed2026-05-08
KO
COCA COLA CO
New
Shares2.9K
Event2026-03-31
Filed2026-05-08
WFC
WELLS FARGO & CO
New
Shares2.7K
Event2026-03-31
Filed2026-05-08
HWM
HOWMET AEROSPACE INC
New
Shares933
Event2026-03-31
Filed2026-05-08
LMT
LOCKHEED MARTIN CORP
New
Shares342
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
GE AEROSPACE
New
Shares728
Event2026-03-31
Filed2026-05-08
IWF
ISHARES TR
0.00%
Shares472
Event2026-03-31
Filed2026-05-08
PG
PROCTER & GAMBLE CO
New
Shares1.4K
Event2026-03-31
Filed2026-05-08
JNJ
JOHNSON & JOHNSON
New
Shares809
Event2026-03-31
Filed2026-05-08
GEV
GE VERNOVA INC
New
Shares223
Event2026-03-31
Filed2026-05-08
STIP
ISHARES TR
New
Shares1.9K
Event2026-03-31
Filed2026-05-08
DFUV
DIMENSIONAL ETF TRUST
New
Shares3.7K
Event2026-03-31
Filed2026-05-08
PM
PHILIP MORRIS INTL INC
New
Shares1.1K
Event2026-03-31
Filed2026-05-08
THOMSON REUTERS CORP
THOMSON REUTERS CORP
-93.08%
Shares1.9K
Event2026-03-31
Filed2026-05-08
T
AT&T INC
New
Shares5.9K
Event2026-03-31
Filed2026-05-08
DFUS
DIMENSIONAL ETF TRUST
New
Shares2.3K
Event2026-03-31
Filed2026-05-08
SYK
STRYKER CORPORATION
New
Shares472
Event2026-03-31
Filed2026-05-08
WMB
WILLIAMS COS INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-08
MU
MICRON TECHNOLOGY INC
New
Shares454
Event2026-03-31
Filed2026-05-08
ENB
ENBRIDGE INC
New
Shares2.8K
Event2026-03-31
Filed2026-05-08
IBTM
ISHARES TR
New
Shares6.7K
Event2026-03-31
Filed2026-05-08
CQP
CHENIERE ENERGY PARTNERS L P
New
Shares2.3K
Event2026-03-31
Filed2026-05-08
AXP
AMERICAN EXPRESS CO
New
Shares494
Event2026-03-31
Filed2026-05-08
VTV
VANGUARD INDEX FDS
New
Shares756
Event2026-03-31
Filed2026-05-08
AXON
AXON ENTERPRISE INC
New
Shares331
Event2026-03-31
Filed2026-05-08
IBIT
ISHARES BITCOIN TRUST ETF
New
Shares3.5K
Event2026-03-31
Filed2026-05-08
VV
VANGUARD INDEX FDS
New
Shares440
Event2026-03-31
Filed2026-05-08
AIQ
GLOBAL X FDS
New
Shares2.8K
Event2026-03-31
Filed2026-05-08
MCD
MCDONALDS CORP
New
Shares404
Event2026-03-31
Filed2026-05-08
AMD
ADVANCED MICRO DEVICES INC
New
Shares610
Event2026-03-31
Filed2026-05-08
SYSB
ISHARES TR
New
Shares1.4K
Event2026-03-31
Filed2026-05-08
BSCR
INVESCO EXCH TRD SLF IDX FD
New
Shares6.2K
Event2026-03-31
Filed2026-05-08
RTX
RTX CORPORATION
New
Shares627
Event2026-03-31
Filed2026-05-08
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
New
Shares913
Event2026-03-31
Filed2026-05-08
QQQM
INVESCO EXCH TRADED FD TR II
New
Shares501
Event2026-03-31
Filed2026-05-08
BMY
BRISTOL-MYERS SQUIBB CO
New
Shares2.0K
Event2026-03-31
Filed2026-05-08
SCHX
SCHWAB STRATEGIC TR
New
Shares4.6K
Event2026-03-31
Filed2026-05-08
AFL
AFLAC INC
New
Shares1.1K
Event2026-03-31
Filed2026-05-08
ICVT
ISHARES TR
New
Shares1.2K
Event2026-03-31
Filed2026-05-08
AMAT
APPLIED MATLS INC
New
Shares342
Event2026-03-31
Filed2026-05-08
NLR
VANECK ETF TRUST
New
Shares841
Event2026-03-31
Filed2026-05-08
LINDE PLC
LINDE PLC
New
Shares224
Event2026-03-31
Filed2026-05-08
IJR
ISHARES TR
New
Shares891
Event2026-03-31
Filed2026-05-08
MPC
MARATHON PETE CORP
New
Shares453
Event2026-03-31
Filed2026-05-08
BSCQ
INVESCO EXCH TRD SLF IDX FD
New
Shares5.6K
Event2026-03-31
Filed2026-05-08
VZ
VERIZON COMMUNICATIONS INC
New
Shares2.2K
Event2026-03-31
Filed2026-05-08
TJX
TJX COS INC NEW
New
Shares675
Event2026-03-31
Filed2026-05-08
ADI
ANALOG DEVICES INC
New
Shares337
Event2026-03-31
Filed2026-05-08
IWD
ISHARES TR
New
Shares491
Event2026-03-31
Filed2026-05-08
QCLN
FIRST TR EXCHANGE-TRADED FD
New
Shares2.2K
Event2026-03-31
Filed2026-05-08
TRV
TRAVELERS COMPANIES INC
New
Shares347
Event2026-03-31
Filed2026-05-08
IAGG
ISHARES TR
New
Shares2.0K
Event2026-03-31
Filed2026-05-08
PSX
PHILLIPS 66
New
Shares531
Event2026-03-31
Filed2026-05-08
ACWI
ISHARES TR
New
Shares699
Event2026-03-31
Filed2026-05-08
CVS
CVS HEALTH CORP
New
Shares1.3K
Event2026-03-31
Filed2026-05-08
IBTL
ISHARES TR
New
Shares4.2K
Event2026-03-31
Filed2026-05-08
MO
ALTRIA GROUP INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-08
WDC
WESTERN DIGITAL CORP
New
Shares315
Event2026-03-31
Filed2026-05-08
NOW
SERVICENOW INC
New
Shares814
Event2026-03-31
Filed2026-05-08
BAC
BANK AMERICA CORP
New
Shares1.7K
Event2026-03-31
Filed2026-05-08
AON PLC
AON PLC
New
Shares260
Event2026-03-31
Filed2026-05-08
UBER
UBER TECHNOLOGIES INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-08
OXY
OCCIDENTAL PETE CORP
New
Shares1.3K
Event2026-03-31
Filed2026-05-08
CEG
CONSTELLATION ENERGY CORP
New
Shares296
Event2026-03-31
Filed2026-05-08
TLH
ISHARES TR
New
Shares815
Event2026-03-31
Filed2026-05-08
PBW
INVESCO EXCHANGE TRADED FD T
New
Shares2.6K
Event2026-03-31
Filed2026-05-08
BLACKROCK INC
BLACKROCK INC
New
Shares83
Event2026-03-31
Filed2026-05-08
LOPE
GRAND CANYON ED INC
New
Shares470
Event2026-03-31
Filed2026-05-08
DFAT
DIMENSIONAL ETF TRUST
New
Shares1.3K
Event2026-03-31
Filed2026-05-08
DGX
QUEST DIAGNOSTICS INC
New
Shares397
Event2026-03-31
Filed2026-05-08
THE CIGNA GROUP
THE CIGNA GROUP
New
Shares290
Event2026-03-31
Filed2026-05-08
DBEF
DBX ETF TR
New
Shares1.5K
Event2026-03-31
Filed2026-05-08
PEY
INVESCO EXCHANGE TRADED FD T
New
Shares3.5K
Event2026-03-31
Filed2026-05-08
BKNG
BOOKING HOLDINGS INC
New
Shares18
Event2026-03-31
Filed2026-05-08
XLE
SELECT SECTOR SPDR TR
New
Shares1.2K
Event2026-03-31
Filed2026-05-08
AJG
GALLAGHER ARTHUR J & CO
New
Shares342
Event2026-03-31
Filed2026-05-08
LOW
LOWES COS INC
New
Shares313
Event2026-03-31
Filed2026-05-08
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares339
Event2026-03-31
Filed2026-05-08
HLT
HILTON WORLDWIDE HLDGS INC
New
Shares232
Event2026-03-31
Filed2026-05-08
ICE
INTERCONTINENTAL EXCHANGE IN
New
Shares448
Event2026-03-31
Filed2026-05-08
COF
CAPITAL ONE FINL CORP
New
Shares385
Event2026-03-31
Filed2026-05-08
INTU
INTUIT
New
Shares162
Event2026-03-31
Filed2026-05-08
PGR
PROGRESSIVE CORP
New
Shares350
Event2026-03-31
Filed2026-05-08
BITB
BITWISE BITCOIN ETF TR
New
Shares1.8K
Event2026-03-31
Filed2026-05-08
CME
CME GROUP INC
New
Shares229
Event2026-03-31
Filed2026-05-08
APH
AMPHENOL CORP
New
Shares532
Event2026-03-31
Filed2026-05-08
PWR
QUANTA SVCS INC
New
Shares122
Event2026-03-31
Filed2026-05-08
IBTK
ISHARES TR
New
Shares3.4K
Event2026-03-31
Filed2026-05-08
KEY
KEYCORP
New
Shares3.3K
Event2026-03-31
Filed2026-05-08
TMO
THERMO FISHER SCIENTIFIC INC
New
Shares132
Event2026-03-31
Filed2026-05-08
BSV
VANGUARD BD INDEX FDS
New
Shares820
Event2026-03-31
Filed2026-05-08
DES
WISDOMTREE TR
New
Shares1.8K
Event2026-03-31
Filed2026-05-08
CB
CHUBB LTD SWITZ
New
Shares195
Event2026-03-31
Filed2026-05-08
CRM
SALESFORCE INC
New
Shares338
Event2026-03-31
Filed2026-05-08
BSCT
INVESCO EXCH TRD SLF IDX FD
New
Shares3.4K
Event2026-03-31
Filed2026-05-08
WELL
WELLTOWER INC
New
Shares313
Event2026-03-31
Filed2026-05-08
TFC
TRUIST FINL CORP
New
Shares1.3K
Event2026-03-31
Filed2026-05-08
INTC
INTEL CORP
New
Shares1.4K
Event2026-03-31
Filed2026-05-08
KLAC
KLA CORP
New
Shares41
Event2026-03-31
Filed2026-05-08
PH
PARKER-HANNIFIN CORP
New
Shares67
Event2026-03-31
Filed2026-05-08
BA
BOEING CO
New
Shares297
Event2026-03-31
Filed2026-05-08
VBR
VANGUARD INDEX FDS
New
Shares270
Event2026-03-31
Filed2026-05-08
FDN
FIRST TR EXCHANGE-TRADED FD
New
Shares250
Event2026-03-31
Filed2026-05-08
BK
BANK NEW YORK MELLON CORP
New
Shares492
Event2026-03-31
Filed2026-05-08
ASML
ASML HLDG NV
New
Shares43
Event2026-03-31
Filed2026-05-08
RMD
RESMED INC
New
Shares253
Event2026-03-31
Filed2026-05-08
ABNB
AIRBNB INC
New
Shares445
Event2026-03-31
Filed2026-05-08
SNDK
SANDISK CORP
New
Shares88
Event2026-03-31
Filed2026-05-08
ABT
ABBOTT LABORATORIES
New
Shares544
Event2026-03-31
Filed2026-05-08
ES
EVERSOURCE ENERGY
New
Shares806
Event2026-03-31
Filed2026-05-08
AMT
AMERICAN TOWER CORP
New
Shares321
Event2026-03-31
Filed2026-05-08
VRTX
VERTEX PHARMACEUTICALS INC
New
Shares122
Event2026-03-31
Filed2026-05-08
KMI
KINDER MORGAN INC DEL
New
Shares1.6K
Event2026-03-31
Filed2026-05-08
UNP
UNION PAC CORP
New
Shares222
Event2026-03-31
Filed2026-05-08
SCHG
SCHWAB STRATEGIC TR
New
Shares1.8K
Event2026-03-31
Filed2026-05-08
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
New
Shares458
Event2026-03-31
Filed2026-05-08
UNM
UNUM GROUP
New
Shares716
Event2026-03-31
Filed2026-05-08
TDG
TRANSDIGM GROUP INC
New
Shares45
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC
ARISTA NETWORKS INC
New
Shares424
Event2026-03-31
Filed2026-05-08
WBD
WARNER BROS DISCOVERY INC
New
Shares1.9K
Event2026-03-31
Filed2026-05-08
CITIGROUP INC
CITIGROUP INC
New
Shares448
Event2026-03-31
Filed2026-05-08
FCX
FREEPORT MCMORAN INC
New
Shares862
Event2026-03-31
Filed2026-05-08
APP
APPLOVIN CORP
New
Shares127
Event2026-03-31
Filed2026-05-08
URI
UNITED RENTALS INC
New
Shares69
Event2026-03-31
Filed2026-05-08
SHOP
SHOPIFY INC
New
Shares422
Event2026-03-31
Filed2026-05-08
GS
GOLDMAN SACHS GROUP INC
New
Shares59
Event2026-03-31
Filed2026-05-08
CLF
CLEVELAND-CLIFFS INC NEW
New
Shares5.9K
Event2026-03-31
Filed2026-05-08
VTEB
VANGUARD MUN BD FDS
New
Shares993
Event2026-03-31
Filed2026-05-08
IDXX
IDEXX LABS INC
New
Shares88
Event2026-03-31
Filed2026-05-08
MCO
MOODYS CORP
New
Shares113
Event2026-03-31
Filed2026-05-08
LGND
LIGAND PHARMACEUTICALS INC
New
Shares246
Event2026-03-31
Filed2026-05-08
BSX
BOSTON SCIENTIFIC CORP
New
Shares780
Event2026-03-31
Filed2026-05-08
FITB
FIFTH THIRD BANCORP
New
Shares1.1K
Event2026-03-31
Filed2026-05-08
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
New
Shares245
Event2026-03-31
Filed2026-05-08
MMC
MARSH & MCLENNAN COS INC
New
Shares279
Event2026-03-31
Filed2026-05-08
D
DOMINION ENERGY INC
New
Shares777
Event2026-03-31
Filed2026-05-08
CAH
CARDINAL HEALTH INC
New
Shares224
Event2026-03-31
Filed2026-05-08
QCOM
QUALCOMM INC
New
Shares367
Event2026-03-31
Filed2026-05-08
XAR
SPDR SERIES TRUST
New
Shares186
Event2026-03-31
Filed2026-05-08
SCCO
SOUTHERN COPPER CORP
New
Shares272
Event2026-03-31
Filed2026-05-08
PAYX
PAYCHEX INC
-97.84%
Shares508
Event2026-03-31
Filed2026-05-08
MELI
MERCADOLIBRE INC
New
Shares27
Event2026-03-31
Filed2026-05-08
SRE
SEMPRA
New
Shares472
Event2026-03-31
Filed2026-05-08
NTRS
NORTHERN TR CORP
New
Shares318
Event2026-03-31
Filed2026-05-08
RSG
REPUBLIC SVCS INC
New
Shares201
Event2026-03-31
Filed2026-05-08
AMP
AMERIPRISE FINL INC
New
Shares98
Event2026-03-31
Filed2026-05-08
IJS
ISHARES TR
New
Shares367
Event2026-03-31
Filed2026-05-08
ITOT
ISHARES TR
New
Shares304
Event2026-03-31
Filed2026-05-08
TMUS
T-MOBILE US INC
New
Shares202
Event2026-03-31
Filed2026-05-08
CRWD
CROWDSTRIKE HLDGS INC
New
Shares108
Event2026-03-31
Filed2026-05-08
GM
GENERAL MTRS CO
New
Shares548
Event2026-03-31
Filed2026-05-08
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares104
Event2026-03-31
Filed2026-05-08
AZO
AUTOZONE INC
New
Shares12
Event2026-03-31
Filed2026-05-08
NET
CLOUDFLARE INC
New
Shares191
Event2026-03-31
Filed2026-05-08
NEM
NEWMONT CORP
New
Shares364
Event2026-03-31
Filed2026-05-08
MSCI
MSCI INC
New
Shares73
Event2026-03-31
Filed2026-05-08
OKE
ONEOK INC NEW
New
Shares435
Event2026-03-31
Filed2026-05-08
EMB
ISHARES TR
New
Shares417
Event2026-03-31
Filed2026-05-08
KKR & CO INC
KKR & CO INC
New
Shares420
Event2026-03-31
Filed2026-05-08
WM
WASTE MGMT INC DEL
New
Shares168
Event2026-03-31
Filed2026-05-08
VLO
VALERO ENERGY CORP
New
Shares156
Event2026-03-31
Filed2026-05-08
HSBC
HSBC HLDGS PLC
New
Shares466
Event2026-03-31
Filed2026-05-08
ZTS
ZOETIS INC
New
Shares324
Event2026-03-31
Filed2026-05-08
ISRG
INTUITIVE SURGICAL INC
New
Shares83
Event2026-03-31
Filed2026-05-08
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares192
Event2026-03-31
Filed2026-05-08
FIX
COMFORT SYS USA INC
New
Shares27
Event2026-03-31
Filed2026-05-08
IJT
ISHARES TR
New
Shares257
Event2026-03-31
Filed2026-05-08
FANG
DIAMONDBACK ENERGY INC
New
Shares187
Event2026-03-31
Filed2026-05-08
ADP
AUTOMATIC DATA PROCESSING IN
New
Shares181
Event2026-03-31
Filed2026-05-08
CL
COLGATE PALMOLIVE CO
New
Shares429
Event2026-03-31
Filed2026-05-08
KARS
KRANESHARES TRUST
New
Shares1.1K
Event2026-03-31
Filed2026-05-08
PNC
PNC FINL SVCS GROUP INC
New
Shares173
Event2026-03-31
Filed2026-05-08
HOOD
ROBINHOOD MKTS INC
New
Shares519
Event2026-03-31
Filed2026-05-08
LHX
L3HARRIS TECHNOLOGIES INC
New
Shares104
Event2026-03-31
Filed2026-05-08
DHR
DANAHER CORP DEL
New
Shares189
Event2026-03-31
Filed2026-05-08
BARRICK MNG CORP
BARRICK MNG CORP
New
Shares876
Event2026-03-31
Filed2026-05-08
BDX
BECTON DICKINSON & CO
New
Shares225
Event2026-03-31
Filed2026-05-08
SLB
SLB LIMITED
New
Shares682
Event2026-03-31
Filed2026-05-08
DAL
DELTA AIR LINES INC
New
Shares526
Event2026-03-31
Filed2026-05-08
SCHW
SCHWAB CHARLES CORP
New
Shares370
Event2026-03-31
Filed2026-05-08
RL
RALPH LAUREN CORP
New
Shares101
Event2026-03-31
Filed2026-05-08
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
New
Shares101
Event2026-03-31
Filed2026-05-08
COEUR MNG INC
COEUR MNG INC
New
Shares1.8K
Event2026-03-31
Filed2026-05-08
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares71
Event2026-03-31
Filed2026-05-08
JCI
JOHNSON CONTROLS INTERNATION
New
Shares261
Event2026-03-31
Filed2026-05-08
VO
VANGUARD INDEX FDS
New
Shares119
Event2026-03-31
Filed2026-05-08
USB
US BANCORP
New
Shares654
Event2026-03-31
Filed2026-05-08
DVN
DEVON ENERGY CORP NEW
New
Shares669
Event2026-03-31
Filed2026-05-08
HCA
HCA HEALTHCARE INC
New
Shares71
Event2026-03-31
Filed2026-05-08
ED
CONSOLIDATED EDISON INC
New
Shares295
Event2026-03-31
Filed2026-05-08
AEP
AMERICAN ELEC PWR CO INC
New
Shares253
Event2026-03-31
Filed2026-05-08
AIG
AMERICAN INTL GROUP INC
New
Shares441
Event2026-03-31
Filed2026-05-08
CTAS
CINTAS CORP
New
Shares196
Event2026-03-31
Filed2026-05-08
KR
KROGER CO
New
Shares457
Event2026-03-31
Filed2026-05-08
CTVA
CORTEVA INC
New
Shares395
Event2026-03-31
Filed2026-05-08
EW
EDWARDS LIFESCIENCES CORP
New
Shares411
Event2026-03-31
Filed2026-05-08
FTI
TECHNIPFMC PLC
New
Shares476
Event2026-03-31
Filed2026-05-08
TDS
TELEPHONE & DATA SYS INC
New
Shares780
Event2026-03-31
Filed2026-05-08
RVMD
REVOLUTION MEDICINES INC
New
Shares332
Event2026-03-31
Filed2026-05-08
CMCSA
COMCAST CORP NEW
New
Shares1.1K
Event2026-03-31
Filed2026-05-08
MUFG
MITSUBISHI UFJ FINANCIAL GRO
New
Shares1.9K
Event2026-03-31
Filed2026-05-08
KTOS
KRATOS DEFENSE & SEC SOLUTIO
New
Shares456
Event2026-03-31
Filed2026-05-08
SBUX
STARBUCKS CORP
New
Shares359
Event2026-03-31
Filed2026-05-08
MSI
MOTOROLA SOLUTIONS INC
New
Shares74
Event2026-03-31
Filed2026-05-08
HON
HONEYWELL INTL INC
New
Shares139
Event2026-03-31
Filed2026-05-08
HPE
HEWLETT PACKARD ENTERPRISE C
New
Shares1.3K
Event2026-03-31
Filed2026-05-08
GLW
CORNING INC
New
Shares225
Event2026-03-31
Filed2026-05-08
CMG
CHIPOTLE MEXICAN GRILL INC
New
Shares948
Event2026-03-31
Filed2026-05-08
ACGL
ARCH CAP GROUP LTD
New
Shares314
Event2026-03-31
Filed2026-05-08
FNDF
SCHWAB STRATEGIC TR
New
Shares613
Event2026-03-31
Filed2026-05-08
RCL
ROYAL CARIBBEAN GROUP
New
Shares108
Event2026-03-31
Filed2026-05-08
LNG
CHENIERE ENERGY INC
New
Shares105
Event2026-03-31
Filed2026-05-08
TT
TRANE TECHNOLOGIES PLC
New
Shares71
Event2026-03-31
Filed2026-05-08
MCHI
ISHARES TR
New
Shares524
Event2026-03-31
Filed2026-05-08
VGK
VANGUARD INTL EQUITY INDEX F
New
Shares355
Event2026-03-31
Filed2026-05-08
CDNS
CADENCE DESIGN SYSTEM INC
New
Shares104
Event2026-03-31
Filed2026-05-08
SNPS
SYNOPSYS INC
New
Shares72
Event2026-03-31
Filed2026-05-08
STT
STATE STR CORP
New
Shares223
Event2026-03-31
Filed2026-05-08
MDLZ
MONDELEZ INTL INC
New
Shares486
Event2026-03-31
Filed2026-05-08
UAL
UNITED AIRLS HLDGS INC
New
Shares304
Event2026-03-31
Filed2026-05-08
MASI
MASIMO CORP
New
Shares156
Event2026-03-31
Filed2026-05-08
EWJ
ISHARES INC
New
Shares328
Event2026-03-31
Filed2026-05-08
VGIT
VANGUARD SCOTTSDALE FDS
New
Shares462
Event2026-03-31
Filed2026-05-08
EBAY
EBAY INC.
New
Shares302
Event2026-03-31
Filed2026-05-08
PODD
INSULET CORP
New
Shares130
Event2026-03-31
Filed2026-05-08
ROST
ROSS STORES INC
New
Shares125
Event2026-03-31
Filed2026-05-08
SCHV
SCHWAB STRATEGIC TR
New
Shares885
Event2026-03-31
Filed2026-05-08
CSX
CSX CORP
New
Shares657
Event2026-03-31
Filed2026-05-08
MET
METLIFE INC
New
Shares381
Event2026-03-31
Filed2026-05-08
SMFG
SUMITOMO MITSUI FIN GRP INC
New
Shares1.4K
Event2026-03-31
Filed2026-05-08
SNOW
SNOWFLAKE INC
New
Shares177
Event2026-03-31
Filed2026-05-08
FICO
FAIR ISAAC CORP
New
Shares25
Event2026-03-31
Filed2026-05-08
EWG
ISHARES INC
New
Shares670
Event2026-03-31
Filed2026-05-08
MTB
M & T BK CORP
New
Shares128
Event2026-03-31
Filed2026-05-08
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares264
Event2026-03-31
Filed2026-05-08
LH
LABCORP HOLDINGS INC
New
Shares97
Event2026-03-31
Filed2026-05-08
LNC
LINCOLN NATL CORP IND
New
Shares721
Event2026-03-31
Filed2026-05-08
MNST
MONSTER BEVERAGE CORP NEW
New
Shares353
Event2026-03-31
Filed2026-05-08
THG
HANOVER INS GROUP INC
New
Shares145
Event2026-03-31
Filed2026-05-08
ORI
OLD REP INTL CORP
New
Shares628
Event2026-03-31
Filed2026-05-08
BLACKSTONE INC
BLACKSTONE INC
New
Shares215
Event2026-03-31
Filed2026-05-08
FS SPECIALTY LENDING FD
FS SPECIALTY LENDING FD
New
Shares2.0K
Event2026-03-31
Filed2026-05-08
FDX
FEDEX CORP
New
Shares69
Event2026-03-31
Filed2026-05-08
KWEB
KRANESHARES TRUST
New
Shares862
Event2026-03-31
Filed2026-05-08
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
New
Shares124
Event2026-03-31
Filed2026-05-08
SHW
SHERWIN WILLIAMS CO
New
Shares76
Event2026-03-31
Filed2026-05-08
NVS
NOVARTIS AG
New
Shares158
Event2026-03-31
Filed2026-05-08
JHG
JANUS HENDERSON GROUP PLC
New
Shares471
Event2026-03-31
Filed2026-05-08
DIS
DISNEY WALT CO
New
Shares250
Event2026-03-31
Filed2026-05-08
ITW
ILLINOIS TOOL WKS INC
New
Shares92
Event2026-03-31
Filed2026-05-08
EOG
EOG RES INC
New
Shares165
Event2026-03-31
Filed2026-05-08
NXPI
NXP SEMICONDUCTORS N V
New
Shares120
Event2026-03-31
Filed2026-05-08
SF
STIFEL FINL CORP
New
Shares320
Event2026-03-31
Filed2026-05-08
VRT
VERTIV HOLDINGS CO
New
Shares94
Event2026-03-31
Filed2026-05-08
DVY
ISHARES TR
New
Shares155
Event2026-03-31
Filed2026-05-08
KEYS
KEYSIGHT TECHNOLOGIES INC
New
Shares83
Event2026-03-31
Filed2026-05-08
BURL
BURLINGTON STORES INC
New
Shares72
Event2026-03-31
Filed2026-05-08
FAST
FASTENAL CO
New
Shares503
Event2026-03-31
Filed2026-05-08
EQIX
EQUINIX INC
New
Shares23
Event2026-03-31
Filed2026-05-08
FHN
FIRST HORIZON CORPORATION
New
Shares988
Event2026-03-31
Filed2026-05-08
NSC
NORFOLK SOUTHN CORP
New
Shares78
Event2026-03-31
Filed2026-05-08
XLK
SELECT SECTOR SPDR TR
New
Shares168
Event2026-03-31
Filed2026-05-08
AIZ
ASSURANT INC
New
Shares102
Event2026-03-31
Filed2026-05-08
SHEL
SHELL PLC
New
Shares238
Event2026-03-31
Filed2026-05-08
CRH PLC
CRH PLC
New
Shares210
Event2026-03-31
Filed2026-05-08
LVS
LAS VEGAS SANDS CORP
New
Shares409
Event2026-03-31
Filed2026-05-08
STERIS PLC
STERIS PLC
New
Shares100
Event2026-03-31
Filed2026-05-08
LMND
LEMONADE INC
New
Shares350
Event2026-03-31
Filed2026-05-08
VEA
VANGUARD TAX-MANAGED FDS
New
Shares339
Event2026-03-31
Filed2026-05-08
F
FORD MTR CO
New
Shares1.9K
Event2026-03-31
Filed2026-05-08
VTRS
VIATRIS INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-08
SENEA
SENECA FOODS CORP NEW
New
Shares140
Event2026-03-31
Filed2026-05-08
GRMN
GARMIN LTD
New
Shares91
Event2026-03-31
Filed2026-05-08
AA
ALCOA CORP
New
Shares318
Event2026-03-31
Filed2026-05-08
PLD
PROLOGIS INC.
New
Shares159
Event2026-03-31
Filed2026-05-08
ADBE
ADOBE INC
New
Shares86
Event2026-03-31
Filed2026-05-08
CARR
CARRIER GLOBAL CORPORATION
New
Shares370
Event2026-03-31
Filed2026-05-08
EA
ELECTRONIC ARTS INC
New
Shares102
Event2026-03-31
Filed2026-05-08
TECK
TECK RESOURCES LTD
New
Shares401
Event2026-03-31
Filed2026-05-08
BMO
BANK MONTREAL MEDIUM
New
Shares153
Event2026-03-31
Filed2026-05-08
JXN
JACKSON FINANCIAL INC
New
Shares195
Event2026-03-31
Filed2026-05-08
DELL
DELL TECHNOLOGIES INC
New
Shares126
Event2026-03-31
Filed2026-05-08
HAL
HALLIBURTON CO
New
Shares522
Event2026-03-31
Filed2026-05-08
UPS
UNITED PARCEL SVCS INC
New
Shares203
Event2026-03-31
Filed2026-05-08
EXC
EXELON CORP
New
Shares406
Event2026-03-31
Filed2026-05-08
GLD
SPDR GOLD TR
New
Shares46
Event2026-03-31
Filed2026-05-08
NDAQ
NASDAQ INC
New
Shares233
Event2026-03-31
Filed2026-05-08
DDOG
DATADOG INC
New
Shares164
Event2026-03-31
Filed2026-05-08
REGN
REGENERON PHARMACEUTICALS
New
Shares25
Event2026-03-31
Filed2026-05-08
GEHC
GE HEALTHCARE TECHNOLOGIES I
New
Shares268
Event2026-03-31
Filed2026-05-08
CW
CURTISS WRIGHT CORP
New
Shares28
Event2026-03-31
Filed2026-05-08
PCG
PG&E CORP
New
Shares1.1K
Event2026-03-31
Filed2026-05-08
ALLY
ALLY FINL INC
New
Shares480
Event2026-03-31
Filed2026-05-08
ETR
ENTERGY CORP NEW
New
Shares167
Event2026-03-31
Filed2026-05-08
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares214
Event2026-03-31
Filed2026-05-08
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
New
Shares166
Event2026-03-31
Filed2026-05-08
TSCO
TRACTOR SUPPLY CO
New
Shares406
Event2026-03-31
Filed2026-05-08
MCK
MCKESSON CORP
New
Shares21
Event2026-03-31
Filed2026-05-08
IQV
IQVIA HLDGS INC
New
Shares106
Event2026-03-31
Filed2026-05-08
CMI
CUMMINS INC
New
Shares33
Event2026-03-31
Filed2026-05-08
PCAR
PACCAR INC
New
Shares153
Event2026-03-31
Filed2026-05-08
EXR
EXTRA SPACE STORAGE INC
New
Shares135
Event2026-03-31
Filed2026-05-08
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
New
Shares85
Event2026-03-31
Filed2026-05-08
EXEL
EXELIXIS INC
New
Shares412
Event2026-03-31
Filed2026-05-08
EWBC
EAST WEST BANCORP INC
New
Shares165
Event2026-03-31
Filed2026-05-08
VOT
VANGUARD INDEX FDS
-99.50%
Shares68
Event2026-03-31
Filed2026-05-08
CROX
CROCS INC
New
Shares209
Event2026-03-31
Filed2026-05-08
VMC
VULCAN MATLS CO
New
Shares63
Event2026-03-31
Filed2026-05-08
HRL
HORMEL FOODS CORP
New
Shares758
Event2026-03-31
Filed2026-05-08
SPG
SIMON PPTY GROUP INC NEW
New
Shares92
Event2026-03-31
Filed2026-05-08
ECL
ECOLAB INC
New
Shares64
Event2026-03-31
Filed2026-05-08
BLND
BLEND LABS INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-08
ADSK
AUTODESK INC
New
Shares71
Event2026-03-31
Filed2026-05-08
HIG
HARTFORD INSURANCE GROUP INC
New
Shares125
Event2026-03-31
Filed2026-05-08
BKD
BROOKDALE SR LIVING INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-08
LEN
LENNAR CORP
New
Shares192
Event2026-03-31
Filed2026-05-08
PRU
PRUDENTIAL FINL INC
New
Shares170
Event2026-03-31
Filed2026-05-08
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares182
Event2026-03-31
Filed2026-05-08
CFG
CITIZENS FINL GROUP INC
New
Shares276
Event2026-03-31
Filed2026-05-08
APD
AIR PRODUCTS AND CHEMICALS I
New
Shares56
Event2026-03-31
Filed2026-05-08
MOD
MODINE MFG CO
New
Shares75
Event2026-03-31
Filed2026-05-08
EME
EMCOR GROUP INC
New
Shares22
Event2026-03-31
Filed2026-05-08
MLM
MARTIN MARIETTA MATLS INC
New
Shares27
Event2026-03-31
Filed2026-05-08
ALNY
ALNYLAM PHARMACEUTICALS INC
New
Shares48
Event2026-03-31
Filed2026-05-08
VYM
VANGUARD WHITEHALL FDS
New
Shares107
Event2026-03-31
Filed2026-05-08
DOV
DOVER CORP
New
Shares76
Event2026-03-31
Filed2026-05-08
DKS
DICKS SPORTING GOODS INC
New
Shares78
Event2026-03-31
Filed2026-05-08
BKU
BANKUNITED INC
New
Shares338
Event2026-03-31
Filed2026-05-08
USMV
ISHARES TR
New
Shares164
Event2026-03-31
Filed2026-05-08
IUSV
ISHARES TR
New
Shares148
Event2026-03-31
Filed2026-05-08
BHP
BHP BILLITON LIMITED
New
Shares208
Event2026-03-31
Filed2026-05-08
AEE
AMEREN CORP
New
Shares137
Event2026-03-31
Filed2026-05-08
MMM
3M CO
New
Shares103
Event2026-03-31
Filed2026-05-08
MFC
MANULIFE FINL CORP
New
Shares435
Event2026-03-31
Filed2026-05-08
DOC
HEALTHPEAK PROPERTIES INC
New
Shares910
Event2026-03-31
Filed2026-05-08
MTUM
ISHARES TR
New
Shares62
Event2026-03-31
Filed2026-05-08
GWRE
GUIDEWIRE SOFTWARE INC
New
Shares99
Event2026-03-31
Filed2026-05-08
TEM
TEMPUS AI INC
New
Shares327
Event2026-03-31
Filed2026-05-08
BKR
BAKER HUGHES COMPANY
New
Shares242
Event2026-03-31
Filed2026-05-08
IR
INGERSOLL RAND INC
New
Shares184
Event2026-03-31
Filed2026-05-08
WWD
WOODWARD INC
New
Shares41
Event2026-03-31
Filed2026-05-08
CBRE
CBRE GROUP INC
New
Shares108
Event2026-03-31
Filed2026-05-08
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares68
Event2026-03-31
Filed2026-05-08
NVO
NOVO-NORDISK A S
New
Shares396
Event2026-03-31
Filed2026-05-08
ADM
ARCHER DANIELS MIDLAND CO
New
Shares200
Event2026-03-31
Filed2026-05-08
NWSA
NEWS CORP NEW
New
Shares581
Event2026-03-31
Filed2026-05-08
LBRT
LIBERTY ENERGY INC
New
Shares500
Event2026-03-31
Filed2026-05-08
ELV
ELEVANCE HEALTH INC FORMERLY
New
Shares49
Event2026-03-31
Filed2026-05-08
AMBA
AMBARELLA INC
New
Shares275
Event2026-03-31
Filed2026-05-08
COOPER COS INC
COOPER COS INC
New
Shares197
Event2026-03-31
Filed2026-05-08
MCHP
MICROCHIP TECHNOLOGY INC.
New
Shares218
Event2026-03-31
Filed2026-05-08
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares163
Event2026-03-31
Filed2026-05-08
HDV
ISHARES TR
New
Shares102
Event2026-03-31
Filed2026-05-08
SSD
SIMPSON MFG INC
New
Shares80
Event2026-03-31
Filed2026-05-08
PDN
INVESCO EXCH TRADED FD TR II
New
Shares315
Event2026-03-31
Filed2026-05-08
FRME
FIRST MERCHANTS CORP
New
Shares350
Event2026-03-31
Filed2026-05-08
PHM
PULTE GROUP INC
New
Shares115
Event2026-03-31
Filed2026-05-08
ITT INC
ITT INC
New
Shares70
Event2026-03-31
Filed2026-05-08
R
RYDER SYS INC
New
Shares65
Event2026-03-31
Filed2026-05-08
VNQ
VANGUARD INDEX FDS
New
Shares150
Event2026-03-31
Filed2026-05-08
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
New
Shares7
Event2026-03-31
Filed2026-05-08
TOL
TOLL BROTHERS INC
New
Shares96
Event2026-03-31
Filed2026-05-08
MTG
MGIC INVT CORP WIS
New
Shares498
Event2026-03-31
Filed2026-05-08
IWR
ISHARES TR
New
Shares134
Event2026-03-31
Filed2026-05-08
VBK
VANGUARD INDEX FDS
New
Shares43
Event2026-03-31
Filed2026-05-08
CBOE
CBOE GLOBAL MKTS INC
New
Shares46
Event2026-03-31
Filed2026-05-08
AXSM
AXSOME THERAPEUTICS INC.
New
Shares76
Event2026-03-31
Filed2026-05-08
PR
PERMIAN RESOURCES CORP
New
Shares598
Event2026-03-31
Filed2026-05-08
SILA
SILA REALTY TRUST INC
New
Shares529
Event2026-03-31
Filed2026-05-08
BRO
BROWN & BROWN INC
New
Shares192
Event2026-03-31
Filed2026-05-08
VEEV
VEEVA SYS INC
New
Shares71
Event2026-03-31
Filed2026-05-08
MSTR
STRATEGY INC
New
Shares99
Event2026-03-31
Filed2026-05-08
STLD
STEEL DYNAMICS INC
New
Shares68
Event2026-03-31
Filed2026-05-08
AME
AMETEK INC
New
Shares57
Event2026-03-31
Filed2026-05-08
HALO
HALOZYME THERAPEUTICS INC
New
Shares189
Event2026-03-31
Filed2026-05-08
VRSN
VERISIGN INC
New
Shares49
Event2026-03-31
Filed2026-05-08
NUE
NUCOR CORP
New
Shares72
Event2026-03-31
Filed2026-05-08
WBS
WEBSTER FINL CORP
New
Shares173
Event2026-03-31
Filed2026-05-08
GRNY
TIDAL TRUST I
New
Shares500
Event2026-03-31
Filed2026-05-08
JLL
JONES LANG LASALLE INC
New
Shares39
Event2026-03-31
Filed2026-05-08
TOV
EA SERIES TRUST
New
Shares430
Event2026-03-31
Filed2026-05-08
TKR
TIMKEN CO
New
Shares116
Event2026-03-31
Filed2026-05-08
GLDM
WORLD GOLD TR
New
Shares126
Event2026-03-31
Filed2026-05-08
DASH
DOORDASH INC
New
Shares77
Event2026-03-31
Filed2026-05-08
AOR
ISHARES TR
New
Shares179
Event2026-03-31
Filed2026-05-08
RY
ROYAL BK CDA
New
Shares71
Event2026-03-31
Filed2026-05-08
IWM
ISHARES TR
New
Shares46
Event2026-03-31
Filed2026-05-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available