The Analysis of Key FInancial Inc's Holdings & P&L


Currently, Key FInancial Inc holds 1394 types of securities in its portfolio with a total value $561.8M. In the most recent quarter, they have increased their positions in AAPL (+6.3K shares, valued at $1.6M), BSMQ (+67.4K shares, valued at $1.6M), GOVT (+67.9K shares, valued at $1.6M); decreased their positions in BSMS (-61.2K shares, valued at $1.4M), GAL (-13.6K shares, valued at $674.6K), BSMV (-18.6K shares, valued at $387.9K); initiated new positions in N/A (+4.2K shares, valued at $818.1K), NAD (+12.5K shares, valued at $144.2K), N/A (+1.0K shares, valued at $89.6K).


1M P&L
-4.3M-0.76%
3M P&L
-25.7M-4.33%
HY P&L
+3.5M+0.62%

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/A359.3M
68.3%
2Consumer Electronics26.8M
5.1%
3Software - Infrastructure16.4M
3.1%

Top Industries by Stock Count

1N/A526 stocks
40.6%
2Software - Application31 stocks
2.4%
3Banks - Regional31 stocks
2.4%
Stock Holdings
AAPL
APPLE INC
6.51%
Shares103.5K
Event2026-03-31
Filed2026-04-24
DOL
WISDOMTREE TR
0.35%
Shares321.3K
Event2026-03-31
Filed2026-04-24
DNL
WISDOMTREE TR
2.35%
Shares462.8K
Event2026-03-31
Filed2026-04-24
GOVT
ISHARES TR
9.62%
Shares773.3K
Event2026-03-31
Filed2026-04-24
SLYV
SPDR SERIES TRUST
0.75%
Shares183.0K
Event2026-03-31
Filed2026-04-24
EES
WISDOMTREE TR
1.42%
Shares288.0K
Event2026-03-31
Filed2026-04-24
BUFR
FIRST TR EXCHNG TRADED FD VI
-0.34%
Shares410.4K
Event2026-03-31
Filed2026-04-24
MSFT
MICROSOFT CORP
3.46%
Shares28.7K
Event2026-03-31
Filed2026-04-24
EFG
ISHARES TR
12.61%
Shares90.0K
Event2026-03-31
Filed2026-04-24
FICS
FIRST TR EXCHANGE TRADED FD
1.08%
Shares249.7K
Event2026-03-31
Filed2026-04-24
SPYV
SPDR SERIES TRUST
2.17%
Shares152.0K
Event2026-03-31
Filed2026-04-24
DLN
WISDOMTREE TR
0.96%
Shares95.5K
Event2026-03-31
Filed2026-04-24
BSMR
INVESCO EXCH TRD SLF IDX FD
10.77%
Shares342.1K
Event2026-03-31
Filed2026-04-24
SPYG
SPDR SERIES TRUST
6.59%
Shares82.6K
Event2026-03-31
Filed2026-04-24
XOM
EXXON MOBIL CORP
-1.05%
Shares47.4K
Event2026-03-31
Filed2026-04-24
SLYG
SPDR SERIES TRUST
0.06%
Shares83.1K
Event2026-03-31
Filed2026-04-24
JIG
J P MORGAN EXCHANGE TRADED F
1.77%
Shares101.9K
Event2026-03-31
Filed2026-04-24
FPEI
FIRST TR EXCH TRADED FD III
-0.83%
Shares395.5K
Event2026-03-31
Filed2026-04-24
SPTI
SPDR SERIES TRUST
0.79%
Shares237.7K
Event2026-03-31
Filed2026-04-24
JPM
JPMORGAN CHASE & CO
2.14%
Shares22.1K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
BROADCOM INC
1.18%
Shares20.5K
Event2026-03-31
Filed2026-04-24
JNJ
JOHNSON & JOHNSON
8.65%
Shares25.9K
Event2026-03-31
Filed2026-04-24
SPTS
SPDR SERIES TRUST
-1.01%
Shares208.5K
Event2026-03-31
Filed2026-04-24
NVDA
NVIDIA CORPORATION
-3.26%
Shares33.7K
Event2026-03-31
Filed2026-04-24
AMZN
AMAZON COM INC
9.45%
Shares27.6K
Event2026-03-31
Filed2026-04-24
DES
WISDOMTREE TR
-1.91%
Shares158.7K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
2.71%
Shares17.4K
Event2026-03-31
Filed2026-04-24
BSMQ
INVESCO EXCH TRD SLF IDX FD
53.39%
Shares193.6K
Event2026-03-31
Filed2026-04-24
SPEM
SPDR INDEX SHS FDS
3.33%
Shares97.1K
Event2026-03-31
Filed2026-04-24
DWM
WISDOMTREE TR
5.83%
Shares63.8K
Event2026-03-31
Filed2026-04-24
IWF
ISHARES TR
0.00%
Shares10.4K
Event2026-03-31
Filed2026-04-24
EFV
ISHARES TR
27.67%
Shares58.6K
Event2026-03-31
Filed2026-04-24
EFAD
PROSHARES TR
38.73%
Shares92.7K
Event2026-03-31
Filed2026-04-24
ABBV
ABBVIE INC
3.33%
Shares16.6K
Event2026-03-31
Filed2026-04-24
BSCQ
INVESCO EXCH TRD SLF IDX FD
31.18%
Shares177.4K
Event2026-03-31
Filed2026-04-24
BSMS
INVESCO EXCH TRD SLF IDX FD
-29.42%
Shares146.7K
Event2026-03-31
Filed2026-04-24
QGRO
AMERICAN CENTY ETF TR
15.33%
Shares28.9K
Event2026-03-31
Filed2026-04-24
MERCK & CO INC
MERCK & CO INC
0.17%
Shares25.2K
Event2026-03-31
Filed2026-04-24
PLTR
PALANTIR TECHNOLOGIES INC
0.42%
Shares19.8K
Event2026-03-31
Filed2026-04-24
IVW
ISHARES TR
0.00%
Shares25.5K
Event2026-03-31
Filed2026-04-24
THE CIGNA GROUP
THE CIGNA GROUP
-0.07%
Shares10.4K
Event2026-03-31
Filed2026-04-24
BSCR
INVESCO EXCH TRD SLF IDX FD
37.38%
Shares136.5K
Event2026-03-31
Filed2026-04-24
BSMT
INVESCO EXCH TRD SLF IDX FD
-8.05%
Shares110.8K
Event2026-03-31
Filed2026-04-24
IVV
ISHARES TR
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-24
MCD
MCDONALDS CORP
1.05%
Shares8.1K
Event2026-03-31
Filed2026-04-24
BSMU
INVESCO EXCH TRD SLF IDX FD
-10.04%
Shares113.9K
Event2026-03-31
Filed2026-04-24
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
7.10%
Shares5.1K
Event2026-03-31
Filed2026-04-24
VUG
VANGUARD INDEX FDS
3.64%
Shares5.5K
Event2026-03-31
Filed2026-04-24
PG
PROCTER & GAMBLE CO
-6.15%
Shares16.3K
Event2026-03-31
Filed2026-04-24
BSMV
INVESCO EXCH TRD SLF IDX FD
-14.95%
Shares105.7K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
2.55%
Shares7.7K
Event2026-03-31
Filed2026-04-24
ADP
AUTOMATIC DATA PROCESSING IN
2.45%
Shares10.8K
Event2026-03-31
Filed2026-04-24
BSCS
INVESCO EXCH TRD SLF IDX FD
47.48%
Shares105.3K
Event2026-03-31
Filed2026-04-24
STBA
S & T BANCORP INC
-13.13%
Shares50.1K
Event2026-03-31
Filed2026-04-24
ORCL
ORACLE CORP
0.44%
Shares14.2K
Event2026-03-31
Filed2026-04-24
CVX
CHEVRON CORPORATION
3.85%
Shares9.8K
Event2026-03-31
Filed2026-04-24
ISCG
ISHARES TR
9.31%
Shares36.5K
Event2026-03-31
Filed2026-04-24
ABT
ABBOTT LABORATORIES
0.47%
Shares18.9K
Event2026-03-31
Filed2026-04-24
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-24
CAT
CATERPILLAR INC
2.71%
Shares2.7K
Event2026-03-31
Filed2026-04-24
VTV
VANGUARD INDEX FDS
-1.72%
Shares9.4K
Event2026-03-31
Filed2026-04-24
SPMD
SPDR SERIES TRUST
-4.72%
Shares29.5K
Event2026-03-31
Filed2026-04-24
PFE
PFIZER INC
-1.10%
Shares60.4K
Event2026-03-31
Filed2026-04-24
KO
COCA COLA CO
-3.07%
Shares21.8K
Event2026-03-31
Filed2026-04-24
IWD
ISHARES TR
0.00%
Shares7.7K
Event2026-03-31
Filed2026-04-24
VZ
VERIZON COMMUNICATIONS INC
-0.44%
Shares31.3K
Event2026-03-31
Filed2026-04-24
PEP
PEPSICO INC
3.04%
Shares9.9K
Event2026-03-31
Filed2026-04-24
MDYG
SPDR SERIES TRUST
-9.34%
Shares15.8K
Event2026-03-31
Filed2026-04-24
BSJQ
INVESCO EXCH TRD SLF IDX FD
10.00%
Shares64.4K
Event2026-03-31
Filed2026-04-24
TSLA
TESLA INC
9.32%
Shares4.0K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
INVESCO QQQ TR
10.17%
Shares2.6K
Event2026-03-31
Filed2026-04-24
CSCO
CISCO SYS INC
2.59%
Shares19.0K
Event2026-03-31
Filed2026-04-24
VTI
VANGUARD INDEX FDS
7.72%
Shares4.6K
Event2026-03-31
Filed2026-04-24
DTD
WISDOMTREE TR
14.63%
Shares16.9K
Event2026-03-31
Filed2026-04-24
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-03-31
Filed2026-04-24
ILCG
ISHARES TR
94.29%
Shares15.0K
Event2026-03-31
Filed2026-04-24
SPY
STATE STR SPDR S&P 500 ETF T
5.81%
Shares2.2K
Event2026-03-31
Filed2026-04-24
VEA
VANGUARD TAX-MANAGED FDS
-1.95%
Shares22.1K
Event2026-03-31
Filed2026-04-24
VGT
VANGUARD WORLD FD
3.09%
Shares2.0K
Event2026-03-31
Filed2026-04-24
VV
VANGUARD INDEX FDS
-0.81%
Shares4.6K
Event2026-03-31
Filed2026-04-24
IDCC
INTERDIGITAL INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-24
MPC
MARATHON PETE CORP
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-24
IWB
ISHARES TR
-0.41%
Shares3.7K
Event2026-03-31
Filed2026-04-24
JPST
J P MORGAN EXCHANGE TRADED F
75.84%
Shares25.6K
Event2026-03-31
Filed2026-04-24
TJX
TJX COS INC NEW
0.31%
Shares8.1K
Event2026-03-31
Filed2026-04-24
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares8.7K
Event2026-03-31
Filed2026-04-24
SPSM
SPDR SERIES TRUST
1.92%
Shares26.6K
Event2026-03-31
Filed2026-04-24
SPHQ
INVESCO EXCHANGE TRADED FD T
1.60%
Shares16.6K
Event2026-03-31
Filed2026-04-24
BSMW
INVESCO EXCH TRD SLF IDX FD
27.63%
Shares49.4K
Event2026-03-31
Filed2026-04-24
BLACKSTONE INC
BLACKSTONE INC
0.25%
Shares10.0K
Event2026-03-31
Filed2026-04-24
ICVT
ISHARES TR
-4.16%
Shares11.3K
Event2026-03-31
Filed2026-04-24
BSCT
INVESCO EXCH TRD SLF IDX FD
6.17%
Shares60.9K
Event2026-03-31
Filed2026-04-24
GE AEROSPACE
GE AEROSPACE
0.15%
Shares4.0K
Event2026-03-31
Filed2026-04-24
MRBK
MERIDIAN CORP
0.00%
Shares59.4K
Event2026-03-31
Filed2026-04-24
MCO
MOODYS CORP
-0.08%
Shares2.6K
Event2026-03-31
Filed2026-04-24
HD
HOME DEPOT INC
15.07%
Shares3.4K
Event2026-03-31
Filed2026-04-24
DWX
SPDR INDEX SHS FDS
-0.28%
Shares24.3K
Event2026-03-31
Filed2026-04-24
RTX
RTX CORPORATION
1.47%
Shares5.7K
Event2026-03-31
Filed2026-04-24
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
3.42%
Shares15.6K
Event2026-03-31
Filed2026-04-24
SPDW
SPDR INDEX SHS FDS
0.55%
Shares23.3K
Event2026-03-31
Filed2026-04-24
IWM
ISHARES TR
-0.21%
Shares4.3K
Event2026-03-31
Filed2026-04-24
BSSX
INVESCO EXCH TRD SLF IDX FD
19.96%
Shares41.4K
Event2026-03-31
Filed2026-04-24
NSC
NORFOLK SOUTHN CORP
-0.06%
Shares3.6K
Event2026-03-31
Filed2026-04-24
WTRG
ESSENTIAL UTILS INC
5.91%
Shares25.2K
Event2026-03-31
Filed2026-04-24
ICOW
PACER FDS TR
10.54%
Shares23.9K
Event2026-03-31
Filed2026-04-24
RWL
INVESCO EXCH TRADED FD TR II
23.11%
Shares8.8K
Event2026-03-31
Filed2026-04-24
SBS
COMPANHIA DE SANEAMENTO BASI
0.16%
Shares32.8K
Event2026-03-31
Filed2026-04-24
IJT
ISHARES TR
-0.29%
Shares6.9K
Event2026-03-31
Filed2026-04-24
HELO
J P MORGAN EXCHANGE TRADED F
281.67%
Shares15.3K
Event2026-03-31
Filed2026-04-24
IWP
ISHARES TR
0.00%
Shares7.5K
Event2026-03-31
Filed2026-04-24
IEMG
ISHARES INC
14.82%
Shares13.6K
Event2026-03-31
Filed2026-04-24
CEG
CONSTELLATION ENERGY CORP
-16.59%
Shares3.3K
Event2026-03-31
Filed2026-04-24
T
AT&T INC
0.90%
Shares31.9K
Event2026-03-31
Filed2026-04-24
VBK
VANGUARD INDEX FDS
2.62%
Shares3.1K
Event2026-03-31
Filed2026-04-24
BAC
BANK AMERICA CORP
0.05%
Shares18.9K
Event2026-03-31
Filed2026-04-24
FULT
FULTON FINL CORP PA
0.00%
Shares44.8K
Event2026-03-31
Filed2026-04-24
BSJR
INVESCO EXCH TRD SLF IDX FD
20.49%
Shares40.7K
Event2026-03-31
Filed2026-04-24
HSY
HERSHEY CO
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-24
LMT
LOCKHEED MARTIN CORP
-10.81%
Shares1.5K
Event2026-03-31
Filed2026-04-24
FELG
FIDELITY COVINGTON TRUST
0.00%
Shares23.8K
Event2026-03-31
Filed2026-04-24
ILCV
ISHARES TR
2.99%
Shares9.5K
Event2026-03-31
Filed2026-04-24
V
VISA INC
4.68%
Shares2.9K
Event2026-03-31
Filed2026-04-24
SCHD
SCHWAB STRATEGIC TR
12.71%
Shares28.6K
Event2026-03-31
Filed2026-04-24
GEV
GE VERNOVA INC
0.20%
Shares980
Event2026-03-31
Filed2026-04-24
CRM
SALESFORCE INC
0.46%
Shares4.6K
Event2026-03-31
Filed2026-04-24
CWB
SPDR SERIES TRUST
0.00%
Shares9.2K
Event2026-03-31
Filed2026-04-24
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares17.4K
Event2026-03-31
Filed2026-04-24
BSCU
INVESCO EXCH TRD SLF IDX FD
2.48%
Shares50.0K
Event2026-03-31
Filed2026-04-24
COST
COSTCO WHOLESALE CORPORATION
15.99%
Shares834
Event2026-03-31
Filed2026-04-24
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares4.2K
Event2026-03-31
Filed2026-04-24
SPYM
SPDR SERIES TRUST
5.74%
Shares10.6K
Event2026-03-31
Filed2026-04-24
UNH
UNITEDHEALTH GROUP INC
-2.78%
Shares3.0K
Event2026-03-31
Filed2026-04-24
BKMC
BNY MELLON ETF TRUST
78.78%
Shares7.3K
Event2026-03-31
Filed2026-04-24
META
META PLATFORMS INC
4.57%
Shares1.4K
Event2026-03-31
Filed2026-04-24
MA
MASTERCARD INCORPORATED
7.79%
Shares1.6K
Event2026-03-31
Filed2026-04-24
JAAA
JANUS DETROIT STR TR
77.44%
Shares15.5K
Event2026-03-31
Filed2026-04-24
IJR
ISHARES TR
-1.67%
Shares6.3K
Event2026-03-31
Filed2026-04-24
GLW
CORNING INC
-8.13%
Shares5.7K
Event2026-03-31
Filed2026-04-24
INVESCO EXCH TRD SLF IDX FD
INVESCO EXCH TRD SLF IDX FD
29.66%
Shares30.5K
Event2026-03-31
Filed2026-04-24
ISCV
ISHARES TR
2.62%
Shares11.0K
Event2026-03-31
Filed2026-04-24
BSMY
INVESCO EXCH TRD SLF IDX FD
29.70%
Shares31.6K
Event2026-03-31
Filed2026-04-24
IBM
INTERNATIONAL BUSINESS MACHS
2.33%
Shares3.2K
Event2026-03-31
Filed2026-04-24
MDLZ
MONDELEZ INTL INC
-2.28%
Shares13.1K
Event2026-03-31
Filed2026-04-24
REGL
PROSHARES TR
0.00%
Shares8.7K
Event2026-03-31
Filed2026-04-24
LLY
ELI LILLY & CO
5.30%
Shares814
Event2026-03-31
Filed2026-04-24
IJH
ISHARES TR
-3.73%
Shares10.9K
Event2026-03-31
Filed2026-04-24
VWO
VANGUARD INTL EQUITY INDEX F
6.81%
Shares13.4K
Event2026-03-31
Filed2026-04-24
JMST
J P MORGAN EXCHANGE TRADED F
240.51%
Shares14.2K
Event2026-03-31
Filed2026-04-24
IEFA
ISHARES TR
4.34%
Shares7.9K
Event2026-03-31
Filed2026-04-24
RWJ
INVESCO EXCH TRADED FD TR II
29.07%
Shares14.1K
Event2026-03-31
Filed2026-04-24
IVE
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-24
VOE
VANGUARD INDEX FDS
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-24
WMT
WALMART INC
9.53%
Shares5.5K
Event2026-03-31
Filed2026-04-24
TOL
TOLL BROTHERS INC
1.11%
Shares4.9K
Event2026-03-31
Filed2026-04-24
D
DOMINION ENERGY INC
-0.17%
Shares10.6K
Event2026-03-31
Filed2026-04-24
VCIT
VANGUARD SCOTTSDALE FDS
21.99%
Shares7.6K
Event2026-03-31
Filed2026-04-24
BSJS
INVESCO EXCH TRD SLF IDX FD
19.49%
Shares28.3K
Event2026-03-31
Filed2026-04-24
DIS
DISNEY WALT CO
-0.16%
Shares6.4K
Event2026-03-31
Filed2026-04-24
IJK
ISHARES TR
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-24
GILD
GILEAD SCIENCES INC
-0.23%
Shares4.2K
Event2026-03-31
Filed2026-04-24
SDY
SPDR SERIES TRUST
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-24
IWN
ISHARES TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-24
CALF
PACER FDS TR
25.01%
Shares12.9K
Event2026-03-31
Filed2026-04-24
RWR
SPDR SERIES TRUST
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-24
MAR
MARRIOTT INTL INC NEW
-3.62%
Shares1.8K
Event2026-03-31
Filed2026-04-24
XLF
SELECT SECTOR SPDR TR
0.10%
Shares11.5K
Event2026-03-31
Filed2026-04-24
ED
CONSOLIDATED EDISON INC
7.04%
Shares5.0K
Event2026-03-31
Filed2026-04-24
YUM
YUM BRANDS INC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-24
EFA
ISHARES TR
16.66%
Shares5.7K
Event2026-03-31
Filed2026-04-24
JEPI
J P MORGAN EXCHANGE TRADED F
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-24
AMGN
AMGEN INC
32.39%
Shares1.5K
Event2026-03-31
Filed2026-04-24
MS
MORGAN STANLEY
7.53%
Shares3.3K
Event2026-03-31
Filed2026-04-24
IJS
ISHARES TR
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-24
BLACKROCK INC
BLACKROCK INC
0.74%
Shares546
Event2026-03-31
Filed2026-04-24
VB
VANGUARD INDEX FDS
0.10%
Shares2.0K
Event2026-03-31
Filed2026-04-24
SONY
SONY GROUP CORP
2.48%
Shares24.9K
Event2026-03-31
Filed2026-04-24
VIG
VANGUARD SPECIALIZED FUNDS
3.17%
Shares2.3K
Event2026-03-31
Filed2026-04-24
AMD
ADVANCED MICRO DEVICES INC
19.48%
Shares2.5K
Event2026-03-31
Filed2026-04-24
EEM
ISHARES TR
6.14%
Shares8.7K
Event2026-03-31
Filed2026-04-24
PNW
PINNACLE WEST CAP CORP
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-24
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-24
FI
FISERV INC
0.00%
Shares8.8K
Event2026-03-31
Filed2026-04-24
SCHF
SCHWAB STRATEGIC TR
-8.21%
Shares19.5K
Event2026-03-31
Filed2026-04-24
BMY
BRISTOL-MYERS SQUIBB CO
2.36%
Shares7.9K
Event2026-03-31
Filed2026-04-24
IWO
ISHARES TR
8.42%
Shares1.5K
Event2026-03-31
Filed2026-04-24
CSPF
COHEN & STEERS ETF TRUST
3192.47%
Shares18.4K
Event2026-03-31
Filed2026-04-24
ESML
ISHARES TR
81.16%
Shares10.0K
Event2026-03-31
Filed2026-04-24
CITIGROUP INC
CITIGROUP INC
3.73%
Shares4.1K
Event2026-03-31
Filed2026-04-24
DEM
WISDOMTREE TR
0.02%
Shares9.4K
Event2026-03-31
Filed2026-04-24
QUAL
ISHARES TR
-0.45%
Shares2.4K
Event2026-03-31
Filed2026-04-24
EATON CORP PLC
EATON CORP PLC
20.69%
Shares1.3K
Event2026-03-31
Filed2026-04-24
QQQE
DIREXION SHARES ETF TRUST
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-24
JSML
JANUS DETROIT STR TR
39.72%
Shares6.5K
Event2026-03-31
Filed2026-04-24
QCOM
QUALCOMM INC
-0.03%
Shares3.5K
Event2026-03-31
Filed2026-04-24
BSJT
INVESCO EXCH TRD SLF IDX FD
12.66%
Shares21.4K
Event2026-03-31
Filed2026-04-24
GWX
SPDR INDEX SHS FDS
0.00%
Shares10.6K
Event2026-03-31
Filed2026-04-24
UNP
UNION PAC CORP
2.13%
Shares1.8K
Event2026-03-31
Filed2026-04-24
MMM
3M CO
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-24
IQDG
WISDOMTREE TR
-0.24%
Shares10.8K
Event2026-03-31
Filed2026-04-24
VXUS
VANGUARD STAR FDS
19.38%
Shares5.5K
Event2026-03-31
Filed2026-04-24
AFL
AFLAC INC
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-24
PEG
PUBLIC SVC ENTERPRISE GROUP
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-24
GLD
SPDR GOLD TR
6.63%
Shares965
Event2026-03-31
Filed2026-04-24
AXP
AMERICAN EXPRESS CO
8.42%
Shares1.4K
Event2026-03-31
Filed2026-04-24
NVS
NOVARTIS AG
2.58%
Shares2.7K
Event2026-03-31
Filed2026-04-24
NFLX
NETFLIX INC.
-3.65%
Shares4.2K
Event2026-03-31
Filed2026-04-24
URI
UNITED RENTALS INC
0.00%
Shares553
Event2026-03-31
Filed2026-04-24
IEF
ISHARES TR
6352.31%
Shares4.2K
Event2026-03-31
Filed2026-04-24
LOW
LOWES COS INC
-6.15%
Shares1.6K
Event2026-03-31
Filed2026-04-24
VIS
VANGUARD WORLD FD
-0.08%
Shares1.2K
Event2026-03-31
Filed2026-04-24
DGRO
ISHARES TR
0.57%
Shares5.5K
Event2026-03-31
Filed2026-04-24
VCSH
VANGUARD SCOTTSDALE FDS
77.57%
Shares4.8K
Event2026-03-31
Filed2026-04-24
TMO
THERMO FISHER SCIENTIFIC INC
1.99%
Shares770
Event2026-03-31
Filed2026-04-24
EXC
EXELON CORP
0.00%
Shares7.7K
Event2026-03-31
Filed2026-04-24
IUSG
ISHARES TR
-0.83%
Shares2.4K
Event2026-03-31
Filed2026-04-24
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-24
CWI
SPDR INDEX SHS FDS
0.00%
Shares9.8K
Event2026-03-31
Filed2026-04-24
EFAX
SPDR INDEX SHS FDS
0.00%
Shares7.2K
Event2026-03-31
Filed2026-04-24
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.57%
Shares1.1K
Event2026-03-31
Filed2026-04-24
DON
WISDOMTREE TR
-6.41%
Shares6.8K
Event2026-03-31
Filed2026-04-24
CENCORA INC
CENCORA INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
XSOE
WISDOMTREE TR
39.88%
Shares8.9K
Event2026-03-31
Filed2026-04-24
SPGM
SPDR INDEX SHS FDS
1.55%
Shares4.6K
Event2026-03-31
Filed2026-04-24
IYW
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
TDIV
FIRST TR EXCHANGE TRADED FD
-0.51%
Shares3.5K
Event2026-03-31
Filed2026-04-24
VCR
VANGUARD WORLD FD
0.00%
Shares913
Event2026-03-31
Filed2026-04-24
LHX
L3HARRIS TECHNOLOGIES INC
-0.22%
Shares927
Event2026-03-31
Filed2026-04-24
XLE
SELECT SECTOR SPDR TR
29.94%
Shares5.2K
Event2026-03-31
Filed2026-04-24
FFIV
F5 INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
AGG
ISHARES TR
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-24
SPHY
SPDR SERIES TRUST
0.00%
Shares13.6K
Event2026-03-31
Filed2026-04-24
LH
LABCORP HOLDINGS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
XLV
SELECT SECTOR SPDR TR
0.09%
Shares2.1K
Event2026-03-31
Filed2026-04-24
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares866
Event2026-03-31
Filed2026-04-24
TRV
TRAVELERS COMPANIES INC
-0.56%
Shares1.1K
Event2026-03-31
Filed2026-04-24
VNQ
VANGUARD INDEX FDS
-4.14%
Shares3.5K
Event2026-03-31
Filed2026-04-24
GS
GOLDMAN SACHS GROUP INC
141.06%
Shares364
Event2026-03-31
Filed2026-04-24
AMT
AMERICAN TOWER CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
ONEQ
FIDELITY COMWLTH TR
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-24
SBUX
STARBUCKS CORP
1.55%
Shares3.3K
Event2026-03-31
Filed2026-04-24
CRWD
CROWDSTRIKE HLDGS INC
4.10%
Shares762
Event2026-03-31
Filed2026-04-24
HON
HONEYWELL INTL INC
5.86%
Shares1.3K
Event2026-03-31
Filed2026-04-24
IWS
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-24
STT
STATE STR CORP
-0.22%
Shares2.3K
Event2026-03-31
Filed2026-04-24
VBR
VANGUARD INDEX FDS
6.49%
Shares1.3K
Event2026-03-31
Filed2026-04-24
GIS
GENERAL MILLS INC
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-24
SYK
STRYKER CORPORATION
8.22%
Shares856
Event2026-03-31
Filed2026-04-24
MGK
VANGUARD WORLD FD
0.00%
Shares753
Event2026-03-31
Filed2026-04-24
SCZ
ISHARES TR
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-24
PNC
PNC FINL SVCS GROUP INC
-0.38%
Shares1.3K
Event2026-03-31
Filed2026-04-24
ITOT
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
VO
VANGUARD INDEX FDS
-14.16%
Shares940
Event2026-03-31
Filed2026-04-24
IQLT
ISHARES TR
-0.88%
Shares5.8K
Event2026-03-31
Filed2026-04-24
WTAI
WISDOMTREE TR
-0.94%
Shares9.4K
Event2026-03-31
Filed2026-04-24
DFAT
DIMENSIONAL ETF TRUST
-7.10%
Shares4.2K
Event2026-03-31
Filed2026-04-24
DIA
STATE STR SPDR DOW JONES IND
-2.47%
Shares553
Event2026-03-31
Filed2026-04-24
PAYX
PAYCHEX INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-24
DIVB
ISHARES TR
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-24
THOMSON REUTERS CORP
THOMSON REUTERS CORP
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-24
PM
PHILIP MORRIS INTL INC
24.83%
Shares1.5K
Event2026-03-31
Filed2026-04-24
CVS
CVS HEALTH CORP
3.32%
Shares3.4K
Event2026-03-31
Filed2026-04-24
WELL
WELLTOWER INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
SPYX
SPDR SERIES TRUST
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-24
IXN
ISHARES TR
5.50%
Shares2.4K
Event2026-03-31
Filed2026-04-24
VTIP
VANGUARD MALVERN FDS
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-24
MUNI
PIMCO ETF TR
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-24
VSS
VANGUARD INTL EQUITY INDEX F
-0.24%
Shares1.6K
Event2026-03-31
Filed2026-04-24
VOT
VANGUARD INDEX FDS
0.00%
Shares923
Event2026-03-31
Filed2026-04-24
MCK
MCKESSON CORP
-0.36%
Shares273
Event2026-03-31
Filed2026-04-24
AZO
AUTOZONE INC
6.15%
Shares69
Event2026-03-31
Filed2026-04-24
INTC
INTEL CORP
1.94%
Shares5.3K
Event2026-03-31
Filed2026-04-24
NEE
NEXTERA ENERGY INC
-4.17%
Shares2.5K
Event2026-03-31
Filed2026-04-24
ECL
ECOLAB INC
10.09%
Shares873
Event2026-03-31
Filed2026-04-24
BND
VANGUARD BD INDEX FDS
0.06%
Shares3.2K
Event2026-03-31
Filed2026-04-24
IUSV
ISHARES TR
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-24
LQD
ISHARES TR
-0.29%
Shares2.0K
Event2026-03-31
Filed2026-04-24
VONV
VANGUARD SCOTTSDALE FDS
2.52%
Shares2.4K
Event2026-03-31
Filed2026-04-24
TLT
ISHARES TR
1410.12%
Shares2.5K
Event2026-03-31
Filed2026-04-24
TD
TORONTO DOMINION BK ONT
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-24
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-24
LAM RESEARCH CORP
LAM RESEARCH CORP
17.56%
Shares1.0K
Event2026-03-31
Filed2026-04-24
MTUM
ISHARES TR
-3.25%
Shares892
Event2026-03-31
Filed2026-04-24
NULV
NUSHARES ETF TR
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-24
MO
ALTRIA GROUP INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-24
AIVL
WISDOMTREE TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
XLC
SELECT SECTOR SPDR TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
BSJU
INVESCO EXCH TRD SLF IDX FD
10.65%
Shares8.2K
Event2026-03-31
Filed2026-04-24
CSX
CSX CORP
70.75%
Shares5.1K
Event2026-03-31
Filed2026-04-24
FMHI
FIRST TR EXCH TRADED FD III
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-24
EMR
EMERSON ELEC CO
-0.31%
Shares1.6K
Event2026-03-31
Filed2026-04-24
SPGI
S&P GLOBAL INC
-0.41%
Shares487
Event2026-03-31
Filed2026-04-24
XLU
SELECT SECTOR SPDR TR
-11.82%
Shares4.5K
Event2026-03-31
Filed2026-04-24
HWM
HOWMET AEROSPACE INC
8.42%
Shares888
Event2026-03-31
Filed2026-04-24
GLDM
WORLD GOLD TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-24
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
370.13%
Shares7.2K
Event2026-03-31
Filed2026-04-24
PWV
INVESCO EXCHANGE TRADED FD T
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-24
MSI
MOTOROLA SOLUTIONS INC
-0.45%
Shares440
Event2026-03-31
Filed2026-04-24
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-24
PHM
PULTE GROUP INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-24
PWB
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-24
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares296
Event2026-03-31
Filed2026-04-24
IJJ
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-24
BR
BROADRIDGE FINL SOLUTIONS IN
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
COF
CAPITAL ONE FINL CORP
10.69%
Shares994
Event2026-03-31
Filed2026-04-24
BA
BOEING CO
12.33%
Shares911
Event2026-03-31
Filed2026-04-24
WDIV
SPDR INDEX SHS FDS
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-24
KLAC
KLA CORP
-8.96%
Shares122
Event2026-03-31
Filed2026-04-24
APH
AMPHENOL CORP
-1.12%
Shares1.4K
Event2026-03-31
Filed2026-04-24
IXUS
ISHARES TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-24
LDOS
LEIDOS HOLDINGS INC
-0.17%
Shares1.1K
Event2026-03-31
Filed2026-04-24
FELV
FIDELITY COVINGTON TRUST
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-24
PFF
ISHARES TR
-7.78%
Shares5.7K
Event2026-03-31
Filed2026-04-24
ALL
ALLSTATE CORP
0.00%
Shares838
Event2026-03-31
Filed2026-04-24
BSCV
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares10.2K
Event2026-03-31
Filed2026-04-24
PRU
PRUDENTIAL FINL INC
10.95%
Shares1.7K
Event2026-03-31
Filed2026-04-24
BSJV
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares6.4K
Event2026-03-31
Filed2026-04-24
VPL
VANGUARD INTL EQUITY INDEX F
-7.16%
Shares1.7K
Event2026-03-31
Filed2026-04-24
ELV
ELEVANCE HEALTH INC FORMERLY
0.00%
Shares562
Event2026-03-31
Filed2026-04-24
BKR
BAKER HUGHES COMPANY
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-24
EPD
ENTERPRISE PRODS PARTNERS L
96.34%
Shares4.3K
Event2026-03-31
Filed2026-04-24
REGN
REGENERON PHARMACEUTICALS
0.00%
Shares210
Event2026-03-31
Filed2026-04-24
DEW
WISDOMTREE TR
-3.03%
Shares2.4K
Event2026-03-31
Filed2026-04-24
LINDE PLC
LINDE PLC
-0.62%
Shares321
Event2026-03-31
Filed2026-04-24
BP
BP PLC
8.87%
Shares3.4K
Event2026-03-31
Filed2026-04-24
IWV
ISHARES TR
0.00%
Shares425
Event2026-03-31
Filed2026-04-24
MOAT
VANECK ETF TRUST
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-24
CTVA
CORTEVA INC
-11.71%
Shares1.9K
Event2026-03-31
Filed2026-04-24
SCHM
SCHWAB STRATEGIC TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-24
FDLO
FIDELITY COVINGTON TRUST
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-24
CMCSA
COMCAST CORP NEW
-1.35%
Shares5.3K
Event2026-03-31
Filed2026-04-24
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
WFC
WELLS FARGO & CO
3.97%
Shares1.9K
Event2026-03-31
Filed2026-04-24
BKNG
BOOKING HOLDINGS INC
0.00%
Shares36
Event2026-03-31
Filed2026-04-24
RSPN
INVESCO EXCHANGE TRADED FD T
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-24
SCHA
SCHWAB STRATEGIC TR
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-24
XYL
XYLEM INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-24
DGRW
WISDOMTREE TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-24
QDF
FLEXSHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
XBI
SPDR SERIES TRUST
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
AMAT
APPLIED MATLS INC
-0.46%
Shares434
Event2026-03-31
Filed2026-04-24
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
5.12%
Shares431
Event2026-03-31
Filed2026-04-24
CARR
CARRIER GLOBAL CORPORATION
1.20%
Shares2.6K
Event2026-03-31
Filed2026-04-24
XLY
SELECT SECTOR SPDR TR
0.91%
Shares1.3K
Event2026-03-31
Filed2026-04-24
NAD
NUVEEN QUALITY MUNCP INCOME
New
Shares12.5K
Event2026-03-31
Filed2026-04-24
IWR
ISHARES TR
249.17%
Shares1.5K
Event2026-03-31
Filed2026-04-24
USMV
ISHARES TR
-14.93%
Shares1.5K
Event2026-03-31
Filed2026-04-24
NVO
NOVO-NORDISK A S
-0.10%
Shares3.9K
Event2026-03-31
Filed2026-04-24
ODFL
OLD DOMINION FREIGHT LINE IN
0.00%
Shares728
Event2026-03-31
Filed2026-04-24
BWFG
BANKWELL FINL GROUP INC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-24
IWY
ISHARES TR
131.15%
Shares564
Event2026-03-31
Filed2026-04-24
AGO
ASSURED GUARANTY LTD
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-24
PPL
PPL CORP
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-24
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-0.71%
Shares1.1K
Event2026-03-31
Filed2026-04-24
AJG
GALLAGHER ARTHUR J & CO
-0.63%
Shares631
Event2026-03-31
Filed2026-04-24
LVHI
LEGG MASON ETF INVT
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-24
HYS
PIMCO ETF TR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-24
BE
BLOOM ENERGY CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-24
DE
DEERE & CO
-0.83%
Shares240
Event2026-03-31
Filed2026-04-24
LNG
CHENIERE ENERGY INC
12.77%
Shares468
Event2026-03-31
Filed2026-04-24
FXF
INVESCO CURRENCYSHARES SWISS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
DVY
ISHARES TR
32.46%
Shares857
Event2026-03-31
Filed2026-04-24
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares290
Event2026-03-31
Filed2026-04-24
IWX
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-24
IUSB
ISHARES TR
19.67%
Shares2.8K
Event2026-03-31
Filed2026-04-24
SCHB
SCHWAB STRATEGIC TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-24
USPX
FRANKLIN TEMPLETON ETF TR
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-24
ROST
ROSS STORES INC
-0.85%
Shares585
Event2026-03-31
Filed2026-04-24
BKEM
BNY MELLON ETF TRUST
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-24
TROW
PRICE T ROWE GROUP INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-24
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
13.37%
Shares636
Event2026-03-31
Filed2026-04-24
SLV
ISHARES SILVER TR
2478.26%
Shares1.8K
Event2026-03-31
Filed2026-04-24
FAST
FASTENAL CO
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-24
OKE
ONEOK INC NEW
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-24
MU
MICRON TECHNOLOGY INC
-2.47%
Shares356
Event2026-03-31
Filed2026-04-24
CGXU
CAPITAL GROUP INTL FOCUS EQT
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-24
KRE
SPDR SERIES TRUST
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
WM
WASTE MGMT INC DEL
35.00%
Shares513
Event2026-03-31
Filed2026-04-24
ISCB
ISHARES TR
20.13%
Shares1.8K
Event2026-03-31
Filed2026-04-24
VHT
VANGUARD WORLD FD
0.00%
Shares431
Event2026-03-31
Filed2026-04-24
TIP
ISHARES TR
-0.19%
Shares1.1K
Event2026-03-31
Filed2026-04-24
RSPM
INVESCO EXCHANGE TRADED FD T
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-24
PSX
PHILLIPS 66
22.63%
Shares634
Event2026-03-31
Filed2026-04-24
EUSB
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-24
AKAM
AKAMAI TECHNOLOGIES INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-24
IYH
ISHARES TR
0.22%
Shares1.9K
Event2026-03-31
Filed2026-04-24
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares876
Event2026-03-31
Filed2026-04-24
ZTS
ZOETIS INC
0.31%
Shares964
Event2026-03-31
Filed2026-04-24
FXE
INVESCO CURRENCYSHARES EURO
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
SNEX
STONEX GROUP INC
49.95%
Shares1.4K
Event2026-03-31
Filed2026-04-24
TMFG
RBB FD INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-24
GUNR
FLEXSHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-24
DFNL
DAVIS FUNDAMENTAL ETF TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-24
TXN
TEXAS INSTRS INC
0.00%
Shares573
Event2026-03-31
Filed2026-04-24
QQQM
INVESCO EXCH TRADED FD TR II
-2.51%
Shares466
Event2026-03-31
Filed2026-04-24
LVHD
LEGG MASON ETF INVT
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-24
CEW
WISDOMTREE TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-04-24
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
0.21%
Shares963
Event2026-03-31
Filed2026-04-24
STERIS PLC
STERIS PLC
0.00%
Shares485
Event2026-03-31
Filed2026-04-24
VTC
VANGUARD SCOTTSDALE FDS
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-24
CF
CF INDUSTRIES HOLD
-0.37%
Shares802
Event2026-03-31
Filed2026-04-24
XLG
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-24
SPAB
SPDR SERIES TRUST
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-24
BIV
VANGUARD BD INDEX FDS
-10.65%
Shares1.3K
Event2026-03-31
Filed2026-04-24
RDVY
FIRST TR EXCHANGE TRADED FD
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-24
VGK
VANGUARD INTL EQUITY INDEX F
11.70%
Shares1.2K
Event2026-03-31
Filed2026-04-24
USHY
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-24
OC
OWENS CORNING NEW
0.00%
Shares908
Event2026-03-31
Filed2026-04-24
F
FORD MTR CO
13.38%
Shares8.5K
Event2026-03-31
Filed2026-04-24
GAL
SSGA ACTIVE ETF TR
-87.48%
Shares2.0K
Event2026-03-31
Filed2026-04-24
HPE
HEWLETT PACKARD ENTERPRISE C
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-24
ARTNA
ARTESIAN RES CORP
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-24
USB
US BANCORP
-6.64%
Shares1.8K
Event2026-03-31
Filed2026-04-24
BBIN
J P MORGAN EXCHANGE TRADED F
13.70%
Shares1.3K
Event2026-03-31
Filed2026-04-24
DTCR
GLOBAL X FDS
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-24
VVV
VALVOLINE INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-24
XLB
SELECT SECTOR SPDR TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
ESGD
ISHARES TR
0.00%
Shares937
Event2026-03-31
Filed2026-04-24
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-24
IEUR
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-24
ESGU
ISHARES TR
0.00%
Shares632
Event2026-03-31
Filed2026-04-24
ENB
ENBRIDGE INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-24
GM
GENERAL MTRS CO
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
FRPT
FRESHPET INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-24
BTT
BLACKROCK MUN TARGET TERM TR
New
Shares3.9K
Event2026-03-31
Filed2026-04-24
VONG
VANGUARD SCOTTSDALE FDS
23.59%
Shares791
Event2026-03-31
Filed2026-04-24
VFH
VANGUARD WORLD FD
0.00%
Shares715
Event2026-03-31
Filed2026-04-24
ASML
ASML HLDG NV
71.05%
Shares65
Event2026-03-31
Filed2026-04-24
MMC
MARSH & MCLENNAN COS INC
344.14%
Shares493
Event2026-03-31
Filed2026-04-24
ISHARES GOLD TR
ISHARES GOLD TR
114.19%
Shares966
Event2026-03-31
Filed2026-04-24
VIOO
VANGUARD ADMIRAL FDS INC
1108.20%
Shares737
Event2026-03-31
Filed2026-04-24
ADI
ANALOG DEVICES INC
0.00%
Shares266
Event2026-03-31
Filed2026-04-24
SYY
SYSCO CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
EMF
TEMPLETON EMERGING MKTS FD
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-24
XLK
SELECT SECTOR SPDR TR
0.00%
Shares622
Event2026-03-31
Filed2026-04-24
VLO
VALERO ENERGY CORP
0.00%
Shares333
Event2026-03-31
Filed2026-04-24
MBND
SSGA ACTIVE TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-24
KGC
KINROSS GOLD CORP
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-24
UPS
UNITED PARCEL SVCS INC
-55.40%
Shares814
Event2026-03-31
Filed2026-04-24
TMFM
RBB FD INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-24
SHW
SHERWIN WILLIAMS CO
-0.40%
Shares248
Event2026-03-31
Filed2026-04-24
TMUS
T-MOBILE US INC
0.00%
Shares378
Event2026-03-31
Filed2026-04-24
TBLU
TORTOISE CAPITAL SERIES TRUS
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-24
ITA
ISHARES TR
0.00%
Shares360
Event2026-03-31
Filed2026-04-24
VDE
VANGUARD WORLD FD
-0.44%
Shares455
Event2026-03-31
Filed2026-04-24
HYXF
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-24
MQY
BLACKROCK MUNIYILD QULT FD I
New
Shares7.1K
Event2026-03-31
Filed2026-04-24
HDV
ISHARES TR
0.00%
Shares573
Event2026-03-31
Filed2026-04-24
CIBR
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
VTRS
VIATRIS INC
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-24
ISRG
INTUITIVE SURGICAL INC
178.33%
Shares167
Event2026-03-31
Filed2026-04-24
SCHP
SCHWAB STRATEGIC TR
-1.50%
Shares2.9K
Event2026-03-31
Filed2026-04-24
FYC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares785
Event2026-03-31
Filed2026-04-24
AXSM
AXSOME THERAPEUTICS INC.
0.00%
Shares450
Event2026-03-31
Filed2026-04-24
DELL
DELL TECHNOLOGIES INC
-17.06%
Shares462
Event2026-03-31
Filed2026-04-24
UBSI
UNITED BANKSHARES INC WEST V
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-24
CHRW
C H ROBINSON WORLDWIDE IN
-0.88%
Shares450
Event2026-03-31
Filed2026-04-24
LIT
GLOBAL X FDS
-23.45%
Shares1.0K
Event2026-03-31
Filed2026-04-24
BIIB
BIOGEN INC
0.00%
Shares406
Event2026-03-31
Filed2026-04-24
NEM
NEWMONT CORP
1018.03%
Shares682
Event2026-03-31
Filed2026-04-24
ADM
ARCHER DANIELS MIDLAND CO
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-24
GEHC
GE HEALTHCARE TECHNOLOGIES I
-17.72%
Shares1.0K
Event2026-03-31
Filed2026-04-24
SDOG
ALPS ETF TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
VRSK
VERISK ANALYTICS INC
-0.53%
Shares376
Event2026-03-31
Filed2026-04-24
SOXX
ISHARES TR
0.00%
Shares217
Event2026-03-31
Filed2026-04-24
PCAR
PACCAR INC
1.32%
Shares614
Event2026-03-31
Filed2026-04-24
AEM
AGNICO EAGLE MINES LTD
0.00%
Shares348
Event2026-03-31
Filed2026-04-24
EXPD
EXPEDITORS INTL WASH INC
0.00%
Shares493
Event2026-03-31
Filed2026-04-24
LRN
STRIDE INC
0.00%
Shares800
Event2026-03-31
Filed2026-04-24
ITW
ILLINOIS TOOL WKS INC
12.03%
Shares270
Event2026-03-31
Filed2026-04-24
FCX
FREEPORT MCMORAN INC
41.91%
Shares1.2K
Event2026-03-31
Filed2026-04-24
VOYA
VOYA FINANCIAL INC
0.00%
Shares999
Event2026-03-31
Filed2026-04-24
AXON
AXON ENTERPRISE INC
0.00%
Shares159
Event2026-03-31
Filed2026-04-24
VOX
VANGUARD WORLD FD
-0.53%
Shares374
Event2026-03-31
Filed2026-04-24
HP INC
HP INC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-24
WPC
WP CAREY INC
0.00%
Shares984
Event2026-03-31
Filed2026-04-24
KMB
KIMBERLY-CLARK CORP
0.00%
Shares691
Event2026-03-31
Filed2026-04-24
TGTX
TG THERAPEUTICS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-24
SUN
SUNOCO LP/SUNOCO FIN CORP
1.49%
Shares1.0K
Event2026-03-31
Filed2026-04-24
JCI
JOHNSON CONTROLS INTERNATION
34.14%
Shares499
Event2026-03-31
Filed2026-04-24
HOLX
HOLOGIC INC
0.00%
Shares864
Event2026-03-31
Filed2026-04-24
DHS
WISDOMTREE TR
26.38%
Shares594
Event2026-03-31
Filed2026-04-24
STZ
CONSTELLATION BRANDS INC
0.00%
Shares432
Event2026-03-31
Filed2026-04-24
VTWO
VANGUARD SCOTTSDALE FDS
0.00%
Shares634
Event2026-03-31
Filed2026-04-24
BKIE
BNY MELLON ETF TRUST
3.20%
Shares678
Event2026-03-31
Filed2026-04-24
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-24
XMMO
INVESCO EXCHANGE TRADED FD T
4.88%
Shares430
Event2026-03-31
Filed2026-04-24
APD
AIR PRODUCTS AND CHEMICALS I
-59.16%
Shares214
Event2026-03-31
Filed2026-04-24
PAYC
PAYCOM SOFTWARE INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-24
BABA
ALIBABA GROUP HLDG LTD
76.38%
Shares478
Event2026-03-31
Filed2026-04-24
COP
CONOCOPHILLIPS
10.34%
Shares448
Event2026-03-31
Filed2026-04-24
BIL
SPDR SERIES TRUST
1794.12%
Shares644
Event2026-03-31
Filed2026-04-24
BSX
BOSTON SCIENTIFIC CORP
-2.19%
Shares939
Event2026-03-31
Filed2026-04-24
EVRG
EVERGY INC
0.00%
Shares714
Event2026-03-31
Filed2026-04-24
GCOW
PACER FDS TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-24
NOBL
PROSHARES TR
0.00%
Shares539
Event2026-03-31
Filed2026-04-24
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-4.07%
Shares495
Event2026-03-31
Filed2026-04-24
LEN
LENNAR CORP
-0.61%
Shares654
Event2026-03-31
Filed2026-04-24
LRGF
ISHARES TR
0.00%
Shares860
Event2026-03-31
Filed2026-04-24
NOC
NORTHROP GRUMMAN CORP
12.16%
Shares83
Event2026-03-31
Filed2026-04-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available