Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
6.51%APPLE INC
Shares103.5K
Event2026-03-31
Filed2026-04-24
DOL
0.35%WISDOMTREE TR
Shares321.3K
Event2026-03-31
Filed2026-04-24
DNL
2.35%WISDOMTREE TR
Shares462.8K
Event2026-03-31
Filed2026-04-24
GOVT
9.62%ISHARES TR
Shares773.3K
Event2026-03-31
Filed2026-04-24
SLYV
0.75%SPDR SERIES TRUST
Shares183.0K
Event2026-03-31
Filed2026-04-24
EES
1.42%WISDOMTREE TR
Shares288.0K
Event2026-03-31
Filed2026-04-24
BUFR
-0.34%FIRST TR EXCHNG TRADED FD VI
Shares410.4K
Event2026-03-31
Filed2026-04-24
MSFT
3.46%MICROSOFT CORP
Shares28.7K
Event2026-03-31
Filed2026-04-24
EFG
12.61%ISHARES TR
Shares90.0K
Event2026-03-31
Filed2026-04-24
FICS
1.08%FIRST TR EXCHANGE TRADED FD
Shares249.7K
Event2026-03-31
Filed2026-04-24
SPYV
2.17%SPDR SERIES TRUST
Shares152.0K
Event2026-03-31
Filed2026-04-24
DLN
0.96%WISDOMTREE TR
Shares95.5K
Event2026-03-31
Filed2026-04-24
BSMR
10.77%INVESCO EXCH TRD SLF IDX FD
Shares342.1K
Event2026-03-31
Filed2026-04-24
SPYG
6.59%SPDR SERIES TRUST
Shares82.6K
Event2026-03-31
Filed2026-04-24
XOM
-1.05%EXXON MOBIL CORP
Shares47.4K
Event2026-03-31
Filed2026-04-24
SLYG
0.06%SPDR SERIES TRUST
Shares83.1K
Event2026-03-31
Filed2026-04-24
JIG
1.77%J P MORGAN EXCHANGE TRADED F
Shares101.9K
Event2026-03-31
Filed2026-04-24
FPEI
-0.83%FIRST TR EXCH TRADED FD III
Shares395.5K
Event2026-03-31
Filed2026-04-24
SPTI
0.79%SPDR SERIES TRUST
Shares237.7K
Event2026-03-31
Filed2026-04-24
JPM
2.14%JPMORGAN CHASE & CO
Shares22.1K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
1.18%BROADCOM INC
Shares20.5K
Event2026-03-31
Filed2026-04-24
JNJ
8.65%JOHNSON & JOHNSON
Shares25.9K
Event2026-03-31
Filed2026-04-24
SPTS
-1.01%SPDR SERIES TRUST
Shares208.5K
Event2026-03-31
Filed2026-04-24
NVDA
-3.26%NVIDIA CORPORATION
Shares33.7K
Event2026-03-31
Filed2026-04-24
AMZN
9.45%AMAZON COM INC
Shares27.6K
Event2026-03-31
Filed2026-04-24
DES
-1.91%WISDOMTREE TR
Shares158.7K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
2.71%ALPHABET INC
Shares17.4K
Event2026-03-31
Filed2026-04-24
BSMQ
53.39%INVESCO EXCH TRD SLF IDX FD
Shares193.6K
Event2026-03-31
Filed2026-04-24
SPEM
3.33%SPDR INDEX SHS FDS
Shares97.1K
Event2026-03-31
Filed2026-04-24
DWM
5.83%WISDOMTREE TR
Shares63.8K
Event2026-03-31
Filed2026-04-24
IWF
0.00%ISHARES TR
Shares10.4K
Event2026-03-31
Filed2026-04-24
EFV
27.67%ISHARES TR
Shares58.6K
Event2026-03-31
Filed2026-04-24
EFAD
38.73%PROSHARES TR
Shares92.7K
Event2026-03-31
Filed2026-04-24
ABBV
3.33%ABBVIE INC
Shares16.6K
Event2026-03-31
Filed2026-04-24
BSCQ
31.18%INVESCO EXCH TRD SLF IDX FD
Shares177.4K
Event2026-03-31
Filed2026-04-24
BSMS
-29.42%INVESCO EXCH TRD SLF IDX FD
Shares146.7K
Event2026-03-31
Filed2026-04-24
QGRO
15.33%AMERICAN CENTY ETF TR
Shares28.9K
Event2026-03-31
Filed2026-04-24
MERCK & CO INC
0.17%MERCK & CO INC
Shares25.2K
Event2026-03-31
Filed2026-04-24
PLTR
0.42%PALANTIR TECHNOLOGIES INC
Shares19.8K
Event2026-03-31
Filed2026-04-24
IVW
0.00%ISHARES TR
Shares25.5K
Event2026-03-31
Filed2026-04-24
THE CIGNA GROUP
-0.07%THE CIGNA GROUP
Shares10.4K
Event2026-03-31
Filed2026-04-24
BSCR
37.38%INVESCO EXCH TRD SLF IDX FD
Shares136.5K
Event2026-03-31
Filed2026-04-24
BSMT
-8.05%INVESCO EXCH TRD SLF IDX FD
Shares110.8K
Event2026-03-31
Filed2026-04-24
IVV
0.00%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-04-24
MCD
1.05%MCDONALDS CORP
Shares8.1K
Event2026-03-31
Filed2026-04-24
BSMU
-10.04%INVESCO EXCH TRD SLF IDX FD
Shares113.9K
Event2026-03-31
Filed2026-04-24
BERKSHIRE HATHAWAY INC DEL
7.10%BERKSHIRE HATHAWAY INC DEL
Shares5.1K
Event2026-03-31
Filed2026-04-24
VUG
3.64%VANGUARD INDEX FDS
Shares5.5K
Event2026-03-31
Filed2026-04-24
PG
-6.15%PROCTER & GAMBLE CO
Shares16.3K
Event2026-03-31
Filed2026-04-24
BSMV
-14.95%INVESCO EXCH TRD SLF IDX FD
Shares105.7K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
2.55%ALPHABET INC
Shares7.7K
Event2026-03-31
Filed2026-04-24
ADP
2.45%AUTOMATIC DATA PROCESSING IN
Shares10.8K
Event2026-03-31
Filed2026-04-24
BSCS
47.48%INVESCO EXCH TRD SLF IDX FD
Shares105.3K
Event2026-03-31
Filed2026-04-24
STBA
-13.13%S & T BANCORP INC
Shares50.1K
Event2026-03-31
Filed2026-04-24
ORCL
0.44%ORACLE CORP
Shares14.2K
Event2026-03-31
Filed2026-04-24
CVX
3.85%CHEVRON CORPORATION
Shares9.8K
Event2026-03-31
Filed2026-04-24
ISCG
9.31%ISHARES TR
Shares36.5K
Event2026-03-31
Filed2026-04-24
ABT
0.47%ABBOTT LABORATORIES
Shares18.9K
Event2026-03-31
Filed2026-04-24
VANGUARD INDEX FDS
0.00%VANGUARD INDEX FDS
Shares3.2K
Event2026-03-31
Filed2026-04-24
CAT
2.71%CATERPILLAR INC
Shares2.7K
Event2026-03-31
Filed2026-04-24
VTV
-1.72%VANGUARD INDEX FDS
Shares9.4K
Event2026-03-31
Filed2026-04-24
SPMD
-4.72%SPDR SERIES TRUST
Shares29.5K
Event2026-03-31
Filed2026-04-24
PFE
-1.10%PFIZER INC
Shares60.4K
Event2026-03-31
Filed2026-04-24
KO
-3.07%COCA COLA CO
Shares21.8K
Event2026-03-31
Filed2026-04-24
IWD
0.00%ISHARES TR
Shares7.7K
Event2026-03-31
Filed2026-04-24
VZ
-0.44%VERIZON COMMUNICATIONS INC
Shares31.3K
Event2026-03-31
Filed2026-04-24
PEP
3.04%PEPSICO INC
Shares9.9K
Event2026-03-31
Filed2026-04-24
MDYG
-9.34%SPDR SERIES TRUST
Shares15.8K
Event2026-03-31
Filed2026-04-24
BSJQ
10.00%INVESCO EXCH TRD SLF IDX FD
Shares64.4K
Event2026-03-31
Filed2026-04-24
TSLA
9.32%TESLA INC
Shares4.0K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
10.17%INVESCO QQQ TR
Shares2.6K
Event2026-03-31
Filed2026-04-24
CSCO
2.59%CISCO SYS INC
Shares19.0K
Event2026-03-31
Filed2026-04-24
VTI
7.72%VANGUARD INDEX FDS
Shares4.6K
Event2026-03-31
Filed2026-04-24
DTD
14.63%WISDOMTREE TR
Shares16.9K
Event2026-03-31
Filed2026-04-24
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares2
Event2026-03-31
Filed2026-04-24
ILCG
94.29%ISHARES TR
Shares15.0K
Event2026-03-31
Filed2026-04-24
SPY
5.81%STATE STR SPDR S&P 500 ETF T
Shares2.2K
Event2026-03-31
Filed2026-04-24
VEA
-1.95%VANGUARD TAX-MANAGED FDS
Shares22.1K
Event2026-03-31
Filed2026-04-24
VGT
3.09%VANGUARD WORLD FD
Shares2.0K
Event2026-03-31
Filed2026-04-24
VV
-0.81%VANGUARD INDEX FDS
Shares4.6K
Event2026-03-31
Filed2026-04-24
IDCC
0.00%INTERDIGITAL INC
Shares4.5K
Event2026-03-31
Filed2026-04-24
MPC
0.00%MARATHON PETE CORP
Shares5.4K
Event2026-03-31
Filed2026-04-24
IWB
-0.41%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-04-24
JPST
75.84%J P MORGAN EXCHANGE TRADED F
Shares25.6K
Event2026-03-31
Filed2026-04-24
TJX
0.31%TJX COS INC NEW
Shares8.1K
Event2026-03-31
Filed2026-04-24
VYM
0.00%VANGUARD WHITEHALL FDS
Shares8.7K
Event2026-03-31
Filed2026-04-24
SPSM
1.92%SPDR SERIES TRUST
Shares26.6K
Event2026-03-31
Filed2026-04-24
SPHQ
1.60%INVESCO EXCHANGE TRADED FD T
Shares16.6K
Event2026-03-31
Filed2026-04-24
BSMW
27.63%INVESCO EXCH TRD SLF IDX FD
Shares49.4K
Event2026-03-31
Filed2026-04-24
BLACKSTONE INC
0.25%BLACKSTONE INC
Shares10.0K
Event2026-03-31
Filed2026-04-24
ICVT
-4.16%ISHARES TR
Shares11.3K
Event2026-03-31
Filed2026-04-24
BSCT
6.17%INVESCO EXCH TRD SLF IDX FD
Shares60.9K
Event2026-03-31
Filed2026-04-24
GE AEROSPACE
0.15%GE AEROSPACE
Shares4.0K
Event2026-03-31
Filed2026-04-24
MRBK
0.00%MERIDIAN CORP
Shares59.4K
Event2026-03-31
Filed2026-04-24
MCO
-0.08%MOODYS CORP
Shares2.6K
Event2026-03-31
Filed2026-04-24
HD
15.07%HOME DEPOT INC
Shares3.4K
Event2026-03-31
Filed2026-04-24
DWX
-0.28%SPDR INDEX SHS FDS
Shares24.3K
Event2026-03-31
Filed2026-04-24
RTX
1.47%RTX CORPORATION
Shares5.7K
Event2026-03-31
Filed2026-04-24
INVESCO EXCH TRADED FD TR II
3.42%INVESCO EXCH TRADED FD TR II
Shares15.6K
Event2026-03-31
Filed2026-04-24
SPDW
0.55%SPDR INDEX SHS FDS
Shares23.3K
Event2026-03-31
Filed2026-04-24
IWM
-0.21%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-04-24
BSSX
19.96%INVESCO EXCH TRD SLF IDX FD
Shares41.4K
Event2026-03-31
Filed2026-04-24
NSC
-0.06%NORFOLK SOUTHN CORP
Shares3.6K
Event2026-03-31
Filed2026-04-24
WTRG
5.91%ESSENTIAL UTILS INC
Shares25.2K
Event2026-03-31
Filed2026-04-24
ICOW
10.54%PACER FDS TR
Shares23.9K
Event2026-03-31
Filed2026-04-24
RWL
23.11%INVESCO EXCH TRADED FD TR II
Shares8.8K
Event2026-03-31
Filed2026-04-24
SBS
0.16%COMPANHIA DE SANEAMENTO BASI
Shares32.8K
Event2026-03-31
Filed2026-04-24
IJT
-0.29%ISHARES TR
Shares6.9K
Event2026-03-31
Filed2026-04-24
HELO
281.67%J P MORGAN EXCHANGE TRADED F
Shares15.3K
Event2026-03-31
Filed2026-04-24
IWP
0.00%ISHARES TR
Shares7.5K
Event2026-03-31
Filed2026-04-24
IEMG
14.82%ISHARES INC
Shares13.6K
Event2026-03-31
Filed2026-04-24
CEG
-16.59%CONSTELLATION ENERGY CORP
Shares3.3K
Event2026-03-31
Filed2026-04-24
T
0.90%AT&T INC
Shares31.9K
Event2026-03-31
Filed2026-04-24
VBK
2.62%VANGUARD INDEX FDS
Shares3.1K
Event2026-03-31
Filed2026-04-24
BAC
0.05%BANK AMERICA CORP
Shares18.9K
Event2026-03-31
Filed2026-04-24
FULT
0.00%FULTON FINL CORP PA
Shares44.8K
Event2026-03-31
Filed2026-04-24
BSJR
20.49%INVESCO EXCH TRD SLF IDX FD
Shares40.7K
Event2026-03-31
Filed2026-04-24
HSY
0.00%HERSHEY CO
Shares4.4K
Event2026-03-31
Filed2026-04-24
LMT
-10.81%LOCKHEED MARTIN CORP
Shares1.5K
Event2026-03-31
Filed2026-04-24
FELG
0.00%FIDELITY COVINGTON TRUST
Shares23.8K
Event2026-03-31
Filed2026-04-24
ILCV
2.99%ISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-04-24
V
4.68%VISA INC
Shares2.9K
Event2026-03-31
Filed2026-04-24
SCHD
12.71%SCHWAB STRATEGIC TR
Shares28.6K
Event2026-03-31
Filed2026-04-24
GEV
0.20%GE VERNOVA INC
Shares980
Event2026-03-31
Filed2026-04-24
CRM
0.46%SALESFORCE INC
Shares4.6K
Event2026-03-31
Filed2026-04-24
CWB
0.00%SPDR SERIES TRUST
Shares9.2K
Event2026-03-31
Filed2026-04-24
DFUV
0.00%DIMENSIONAL ETF TRUST
Shares17.4K
Event2026-03-31
Filed2026-04-24
BSCU
2.48%INVESCO EXCH TRD SLF IDX FD
Shares50.0K
Event2026-03-31
Filed2026-04-24
COST
15.99%COSTCO WHOLESALE CORPORATION
Shares834
Event2026-03-31
Filed2026-04-24
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares4.2K
Event2026-03-31
Filed2026-04-24
SPYM
5.74%SPDR SERIES TRUST
Shares10.6K
Event2026-03-31
Filed2026-04-24
UNH
-2.78%UNITEDHEALTH GROUP INC
Shares3.0K
Event2026-03-31
Filed2026-04-24
BKMC
78.78%BNY MELLON ETF TRUST
Shares7.3K
Event2026-03-31
Filed2026-04-24
META
4.57%META PLATFORMS INC
Shares1.4K
Event2026-03-31
Filed2026-04-24
MA
7.79%MASTERCARD INCORPORATED
Shares1.6K
Event2026-03-31
Filed2026-04-24
JAAA
77.44%JANUS DETROIT STR TR
Shares15.5K
Event2026-03-31
Filed2026-04-24
IJR
-1.67%ISHARES TR
Shares6.3K
Event2026-03-31
Filed2026-04-24
GLW
-8.13%CORNING INC
Shares5.7K
Event2026-03-31
Filed2026-04-24
INVESCO EXCH TRD SLF IDX FD
29.66%INVESCO EXCH TRD SLF IDX FD
Shares30.5K
Event2026-03-31
Filed2026-04-24
ISCV
2.62%ISHARES TR
Shares11.0K
Event2026-03-31
Filed2026-04-24
BSMY
29.70%INVESCO EXCH TRD SLF IDX FD
Shares31.6K
Event2026-03-31
Filed2026-04-24
IBM
2.33%INTERNATIONAL BUSINESS MACHS
Shares3.2K
Event2026-03-31
Filed2026-04-24
MDLZ
-2.28%MONDELEZ INTL INC
Shares13.1K
Event2026-03-31
Filed2026-04-24
REGL
0.00%PROSHARES TR
Shares8.7K
Event2026-03-31
Filed2026-04-24
LLY
5.30%ELI LILLY & CO
Shares814
Event2026-03-31
Filed2026-04-24
IJH
-3.73%ISHARES TR
Shares10.9K
Event2026-03-31
Filed2026-04-24
VWO
6.81%VANGUARD INTL EQUITY INDEX F
Shares13.4K
Event2026-03-31
Filed2026-04-24
JMST
240.51%J P MORGAN EXCHANGE TRADED F
Shares14.2K
Event2026-03-31
Filed2026-04-24
IEFA
4.34%ISHARES TR
Shares7.9K
Event2026-03-31
Filed2026-04-24
RWJ
29.07%INVESCO EXCH TRADED FD TR II
Shares14.1K
Event2026-03-31
Filed2026-04-24
IVE
0.00%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-04-24
VOE
0.00%VANGUARD INDEX FDS
Shares3.7K
Event2026-03-31
Filed2026-04-24
WMT
9.53%WALMART INC
Shares5.5K
Event2026-03-31
Filed2026-04-24
TOL
1.11%TOLL BROTHERS INC
Shares4.9K
Event2026-03-31
Filed2026-04-24
D
-0.17%DOMINION ENERGY INC
Shares10.6K
Event2026-03-31
Filed2026-04-24
VCIT
21.99%VANGUARD SCOTTSDALE FDS
Shares7.6K
Event2026-03-31
Filed2026-04-24
BSJS
19.49%INVESCO EXCH TRD SLF IDX FD
Shares28.3K
Event2026-03-31
Filed2026-04-24
DIS
-0.16%DISNEY WALT CO
Shares6.4K
Event2026-03-31
Filed2026-04-24
IJK
0.00%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-04-24
GILD
-0.23%GILEAD SCIENCES INC
Shares4.2K
Event2026-03-31
Filed2026-04-24
SDY
0.00%SPDR SERIES TRUST
Shares4.0K
Event2026-03-31
Filed2026-04-24
IWN
0.00%ISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-04-24
CALF
25.01%PACER FDS TR
Shares12.9K
Event2026-03-31
Filed2026-04-24
RWR
0.00%SPDR SERIES TRUST
Shares5.7K
Event2026-03-31
Filed2026-04-24
MAR
-3.62%MARRIOTT INTL INC NEW
Shares1.8K
Event2026-03-31
Filed2026-04-24
XLF
0.10%SELECT SECTOR SPDR TR
Shares11.5K
Event2026-03-31
Filed2026-04-24
ED
7.04%CONSOLIDATED EDISON INC
Shares5.0K
Event2026-03-31
Filed2026-04-24
YUM
0.00%YUM BRANDS INC
Shares3.6K
Event2026-03-31
Filed2026-04-24
EFA
16.66%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-04-24
JEPI
0.00%J P MORGAN EXCHANGE TRADED F
Shares9.6K
Event2026-03-31
Filed2026-04-24
AMGN
32.39%AMGEN INC
Shares1.5K
Event2026-03-31
Filed2026-04-24
MS
7.53%MORGAN STANLEY
Shares3.3K
Event2026-03-31
Filed2026-04-24
IJS
0.00%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-04-24
BLACKROCK INC
0.74%BLACKROCK INC
Shares546
Event2026-03-31
Filed2026-04-24
VB
0.10%VANGUARD INDEX FDS
Shares2.0K
Event2026-03-31
Filed2026-04-24
SONY
2.48%SONY GROUP CORP
Shares24.9K
Event2026-03-31
Filed2026-04-24
VIG
3.17%VANGUARD SPECIALIZED FUNDS
Shares2.3K
Event2026-03-31
Filed2026-04-24
AMD
19.48%ADVANCED MICRO DEVICES INC
Shares2.5K
Event2026-03-31
Filed2026-04-24
EEM
6.14%ISHARES TR
Shares8.7K
Event2026-03-31
Filed2026-04-24
PNW
0.00%PINNACLE WEST CAP CORP
Shares4.9K
Event2026-03-31
Filed2026-04-24
ACCENTURE PLC IRELAND
0.00%ACCENTURE PLC IRELAND
Shares2.5K
Event2026-03-31
Filed2026-04-24
FI
0.00%FISERV INC
Shares8.8K
Event2026-03-31
Filed2026-04-24
SCHF
-8.21%SCHWAB STRATEGIC TR
Shares19.5K
Event2026-03-31
Filed2026-04-24
BMY
2.36%BRISTOL-MYERS SQUIBB CO
Shares7.9K
Event2026-03-31
Filed2026-04-24
IWO
8.42%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-24
CSPF
3192.47%COHEN & STEERS ETF TRUST
Shares18.4K
Event2026-03-31
Filed2026-04-24
ESML
81.16%ISHARES TR
Shares10.0K
Event2026-03-31
Filed2026-04-24
CITIGROUP INC
3.73%CITIGROUP INC
Shares4.1K
Event2026-03-31
Filed2026-04-24
DEM
0.02%WISDOMTREE TR
Shares9.4K
Event2026-03-31
Filed2026-04-24
QUAL
-0.45%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-04-24
EATON CORP PLC
20.69%EATON CORP PLC
Shares1.3K
Event2026-03-31
Filed2026-04-24
QQQE
0.00%DIREXION SHARES ETF TRUST
Shares4.6K
Event2026-03-31
Filed2026-04-24
JSML
39.72%JANUS DETROIT STR TR
Shares6.5K
Event2026-03-31
Filed2026-04-24
QCOM
-0.03%QUALCOMM INC
Shares3.5K
Event2026-03-31
Filed2026-04-24
BSJT
12.66%INVESCO EXCH TRD SLF IDX FD
Shares21.4K
Event2026-03-31
Filed2026-04-24
GWX
0.00%SPDR INDEX SHS FDS
Shares10.6K
Event2026-03-31
Filed2026-04-24
UNP
2.13%UNION PAC CORP
Shares1.8K
Event2026-03-31
Filed2026-04-24
MMM
0.00%3M CO
Shares3.0K
Event2026-03-31
Filed2026-04-24
IQDG
-0.24%WISDOMTREE TR
Shares10.8K
Event2026-03-31
Filed2026-04-24
VXUS
19.38%VANGUARD STAR FDS
Shares5.5K
Event2026-03-31
Filed2026-04-24
AFL
0.00%AFLAC INC
Shares3.9K
Event2026-03-31
Filed2026-04-24
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares5.2K
Event2026-03-31
Filed2026-04-24
GLD
6.63%SPDR GOLD TR
Shares965
Event2026-03-31
Filed2026-04-24
AXP
8.42%AMERICAN EXPRESS CO
Shares1.4K
Event2026-03-31
Filed2026-04-24
NVS
2.58%NOVARTIS AG
Shares2.7K
Event2026-03-31
Filed2026-04-24
NFLX
-3.65%NETFLIX INC.
Shares4.2K
Event2026-03-31
Filed2026-04-24
URI
0.00%UNITED RENTALS INC
Shares553
Event2026-03-31
Filed2026-04-24
IEF
6352.31%ISHARES TR
Shares4.2K
Event2026-03-31
Filed2026-04-24
LOW
-6.15%LOWES COS INC
Shares1.6K
Event2026-03-31
Filed2026-04-24
VIS
-0.08%VANGUARD WORLD FD
Shares1.2K
Event2026-03-31
Filed2026-04-24
DGRO
0.57%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-04-24
VCSH
77.57%VANGUARD SCOTTSDALE FDS
Shares4.8K
Event2026-03-31
Filed2026-04-24
TMO
1.99%THERMO FISHER SCIENTIFIC INC
Shares770
Event2026-03-31
Filed2026-04-24
EXC
0.00%EXELON CORP
Shares7.7K
Event2026-03-31
Filed2026-04-24
IUSG
-0.83%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-04-24
CANADIAN PACIFIC KANSAS CITY
0.00%CANADIAN PACIFIC KANSAS CITY
Shares4.7K
Event2026-03-31
Filed2026-04-24
CWI
0.00%SPDR INDEX SHS FDS
Shares9.8K
Event2026-03-31
Filed2026-04-24
EFAX
0.00%SPDR INDEX SHS FDS
Shares7.2K
Event2026-03-31
Filed2026-04-24
TSM
5.57%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.1K
Event2026-03-31
Filed2026-04-24
DON
-6.41%WISDOMTREE TR
Shares6.8K
Event2026-03-31
Filed2026-04-24
CENCORA INC
0.00%CENCORA INC
Shares1.1K
Event2026-03-31
Filed2026-04-24
XSOE
39.88%WISDOMTREE TR
Shares8.9K
Event2026-03-31
Filed2026-04-24
SPGM
1.55%SPDR INDEX SHS FDS
Shares4.6K
Event2026-03-31
Filed2026-04-24
IYW
0.00%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-04-24
TDIV
-0.51%FIRST TR EXCHANGE TRADED FD
Shares3.5K
Event2026-03-31
Filed2026-04-24
VCR
0.00%VANGUARD WORLD FD
Shares913
Event2026-03-31
Filed2026-04-24
LHX
-0.22%L3HARRIS TECHNOLOGIES INC
Shares927
Event2026-03-31
Filed2026-04-24
XLE
29.94%SELECT SECTOR SPDR TR
Shares5.2K
Event2026-03-31
Filed2026-04-24
FFIV
0.00%F5 INC
Shares1.1K
Event2026-03-31
Filed2026-04-24
AGG
0.00%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-04-24
SPHY
0.00%SPDR SERIES TRUST
Shares13.6K
Event2026-03-31
Filed2026-04-24
LH
0.00%LABCORP HOLDINGS INC
Shares1.2K
Event2026-03-31
Filed2026-04-24
XLV
0.09%SELECT SECTOR SPDR TR
Shares2.1K
Event2026-03-31
Filed2026-04-24
ROK
0.00%ROCKWELL AUTOMATION INC
Shares866
Event2026-03-31
Filed2026-04-24
TRV
-0.56%TRAVELERS COMPANIES INC
Shares1.1K
Event2026-03-31
Filed2026-04-24
VNQ
-4.14%VANGUARD INDEX FDS
Shares3.5K
Event2026-03-31
Filed2026-04-24
GS
141.06%GOLDMAN SACHS GROUP INC
Shares364
Event2026-03-31
Filed2026-04-24
AMT
0.00%AMERICAN TOWER CORP
Shares1.8K
Event2026-03-31
Filed2026-04-24
ONEQ
0.00%FIDELITY COMWLTH TR
Shares3.6K
Event2026-03-31
Filed2026-04-24
SBUX
1.55%STARBUCKS CORP
Shares3.3K
Event2026-03-31
Filed2026-04-24
CRWD
4.10%CROWDSTRIKE HLDGS INC
Shares762
Event2026-03-31
Filed2026-04-24
HON
5.86%HONEYWELL INTL INC
Shares1.3K
Event2026-03-31
Filed2026-04-24
IWS
0.00%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-04-24
STT
-0.22%STATE STR CORP
Shares2.3K
Event2026-03-31
Filed2026-04-24
VBR
6.49%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-04-24
GIS
0.00%GENERAL MILLS INC
Shares7.6K
Event2026-03-31
Filed2026-04-24
SYK
8.22%STRYKER CORPORATION
Shares856
Event2026-03-31
Filed2026-04-24
MGK
0.00%VANGUARD WORLD FD
Shares753
Event2026-03-31
Filed2026-04-24
SCZ
0.00%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-04-24
PNC
-0.38%PNC FINL SVCS GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-04-24
ITOT
0.00%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-04-24
VO
-14.16%VANGUARD INDEX FDS
Shares940
Event2026-03-31
Filed2026-04-24
IQLT
-0.88%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-04-24
WTAI
-0.94%WISDOMTREE TR
Shares9.4K
Event2026-03-31
Filed2026-04-24
DFAT
-7.10%DIMENSIONAL ETF TRUST
Shares4.2K
Event2026-03-31
Filed2026-04-24
DIA
-2.47%STATE STR SPDR DOW JONES IND
Shares553
Event2026-03-31
Filed2026-04-24
PAYX
0.00%PAYCHEX INC
Shares2.8K
Event2026-03-31
Filed2026-04-24
DIVB
0.00%ISHARES TR
Shares4.7K
Event2026-03-31
Filed2026-04-24
THOMSON REUTERS CORP
0.00%THOMSON REUTERS CORP
Shares2.8K
Event2026-03-31
Filed2026-04-24
PM
24.83%PHILIP MORRIS INTL INC
Shares1.5K
Event2026-03-31
Filed2026-04-24
CVS
3.32%CVS HEALTH CORP
Shares3.4K
Event2026-03-31
Filed2026-04-24
WELL
0.00%WELLTOWER INC
Shares1.2K
Event2026-03-31
Filed2026-04-24
SPYX
0.00%SPDR SERIES TRUST
Shares4.5K
Event2026-03-31
Filed2026-04-24
IXN
5.50%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-04-24
VTIP
0.00%VANGUARD MALVERN FDS
Shares4.8K
Event2026-03-31
Filed2026-04-24
MUNI
0.00%PIMCO ETF TR
Shares4.6K
Event2026-03-31
Filed2026-04-24
VSS
-0.24%VANGUARD INTL EQUITY INDEX F
Shares1.6K
Event2026-03-31
Filed2026-04-24
VOT
0.00%VANGUARD INDEX FDS
Shares923
Event2026-03-31
Filed2026-04-24
MCK
-0.36%MCKESSON CORP
Shares273
Event2026-03-31
Filed2026-04-24
AZO
6.15%AUTOZONE INC
Shares69
Event2026-03-31
Filed2026-04-24
INTC
1.94%INTEL CORP
Shares5.3K
Event2026-03-31
Filed2026-04-24
NEE
-4.17%NEXTERA ENERGY INC
Shares2.5K
Event2026-03-31
Filed2026-04-24
ECL
10.09%ECOLAB INC
Shares873
Event2026-03-31
Filed2026-04-24
BND
0.06%VANGUARD BD INDEX FDS
Shares3.2K
Event2026-03-31
Filed2026-04-24
IUSV
0.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-04-24
LQD
-0.29%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-04-24
VONV
2.52%VANGUARD SCOTTSDALE FDS
Shares2.4K
Event2026-03-31
Filed2026-04-24
TLT
1410.12%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-04-24
TD
0.00%TORONTO DOMINION BK ONT
Shares2.3K
Event2026-03-31
Filed2026-04-24
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares2.9K
Event2026-03-31
Filed2026-04-24
LAM RESEARCH CORP
17.56%LAM RESEARCH CORP
Shares1.0K
Event2026-03-31
Filed2026-04-24
MTUM
-3.25%ISHARES TR
Shares892
Event2026-03-31
Filed2026-04-24
NULV
0.00%NUSHARES ETF TR
Shares4.7K
Event2026-03-31
Filed2026-04-24
MO
0.00%ALTRIA GROUP INC
Shares3.2K
Event2026-03-31
Filed2026-04-24
AIVL
0.00%WISDOMTREE TR
Shares1.8K
Event2026-03-31
Filed2026-04-24
XLC
0.00%SELECT SECTOR SPDR TR
Shares1.9K
Event2026-03-31
Filed2026-04-24
BSJU
10.65%INVESCO EXCH TRD SLF IDX FD
Shares8.2K
Event2026-03-31
Filed2026-04-24
CSX
70.75%CSX CORP
Shares5.1K
Event2026-03-31
Filed2026-04-24
FMHI
0.00%FIRST TR EXCH TRADED FD III
Shares4.4K
Event2026-03-31
Filed2026-04-24
EMR
-0.31%EMERSON ELEC CO
Shares1.6K
Event2026-03-31
Filed2026-04-24
SPGI
-0.41%S&P GLOBAL INC
Shares487
Event2026-03-31
Filed2026-04-24
XLU
-11.82%SELECT SECTOR SPDR TR
Shares4.5K
Event2026-03-31
Filed2026-04-24
HWM
8.42%HOWMET AEROSPACE INC
Shares888
Event2026-03-31
Filed2026-04-24
GLDM
0.00%WORLD GOLD TR
Shares2.1K
Event2026-03-31
Filed2026-04-24
INVESCO EXCH TRADED FD TR II
370.13%INVESCO EXCH TRADED FD TR II
Shares7.2K
Event2026-03-31
Filed2026-04-24
PWV
0.00%INVESCO EXCHANGE TRADED FD T
Shares2.8K
Event2026-03-31
Filed2026-04-24
MSI
-0.45%MOTOROLA SOLUTIONS INC
Shares440
Event2026-03-31
Filed2026-04-24
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares1.4K
Event2026-03-31
Filed2026-04-24
PHM
0.00%PULTE GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-04-24
PWB
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.5K
Event2026-03-31
Filed2026-04-24
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares296
Event2026-03-31
Filed2026-04-24
IJJ
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-04-24
BR
0.00%BROADRIDGE FINL SOLUTIONS IN
Shares1.1K
Event2026-03-31
Filed2026-04-24
COF
10.69%CAPITAL ONE FINL CORP
Shares994
Event2026-03-31
Filed2026-04-24
BA
12.33%BOEING CO
Shares911
Event2026-03-31
Filed2026-04-24
WDIV
0.00%SPDR INDEX SHS FDS
Shares2.3K
Event2026-03-31
Filed2026-04-24
KLAC
-8.96%KLA CORP
Shares122
Event2026-03-31
Filed2026-04-24
APH
-1.12%AMPHENOL CORP
Shares1.4K
Event2026-03-31
Filed2026-04-24
IXUS
0.00%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-04-24
LDOS
-0.17%LEIDOS HOLDINGS INC
Shares1.1K
Event2026-03-31
Filed2026-04-24
FELV
0.00%FIDELITY COVINGTON TRUST
Shares5.1K
Event2026-03-31
Filed2026-04-24
PFF
-7.78%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-04-24
ALL
0.00%ALLSTATE CORP
Shares838
Event2026-03-31
Filed2026-04-24
BSCV
0.00%INVESCO EXCH TRD SLF IDX FD
Shares10.2K
Event2026-03-31
Filed2026-04-24
PRU
10.95%PRUDENTIAL FINL INC
Shares1.7K
Event2026-03-31
Filed2026-04-24
BSJV
0.00%INVESCO EXCH TRD SLF IDX FD
Shares6.4K
Event2026-03-31
Filed2026-04-24
VPL
-7.16%VANGUARD INTL EQUITY INDEX F
Shares1.7K
Event2026-03-31
Filed2026-04-24
ELV
0.00%ELEVANCE HEALTH INC FORMERLY
Shares562
Event2026-03-31
Filed2026-04-24
BKR
0.00%BAKER HUGHES COMPANY
Shares2.7K
Event2026-03-31
Filed2026-04-24
EPD
96.34%ENTERPRISE PRODS PARTNERS L
Shares4.3K
Event2026-03-31
Filed2026-04-24
REGN
0.00%REGENERON PHARMACEUTICALS
Shares210
Event2026-03-31
Filed2026-04-24
DEW
-3.03%WISDOMTREE TR
Shares2.4K
Event2026-03-31
Filed2026-04-24
LINDE PLC
-0.62%LINDE PLC
Shares321
Event2026-03-31
Filed2026-04-24
BP
8.87%BP PLC
Shares3.4K
Event2026-03-31
Filed2026-04-24
IWV
0.00%ISHARES TR
Shares425
Event2026-03-31
Filed2026-04-24
MOAT
0.00%VANECK ETF TRUST
Shares1.6K
Event2026-03-31
Filed2026-04-24
CTVA
-11.71%CORTEVA INC
Shares1.9K
Event2026-03-31
Filed2026-04-24
SCHM
0.00%SCHWAB STRATEGIC TR
Shares5.1K
Event2026-03-31
Filed2026-04-24
FDLO
0.00%FIDELITY COVINGTON TRUST
Shares2.4K
Event2026-03-31
Filed2026-04-24
CMCSA
-1.35%COMCAST CORP NEW
Shares5.3K
Event2026-03-31
Filed2026-04-24
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares1.9K
Event2026-03-31
Filed2026-04-24
WFC
3.97%WELLS FARGO & CO
Shares1.9K
Event2026-03-31
Filed2026-04-24
BKNG
0.00%BOOKING HOLDINGS INC
Shares36
Event2026-03-31
Filed2026-04-24
RSPN
0.00%INVESCO EXCHANGE TRADED FD T
Shares2.6K
Event2026-03-31
Filed2026-04-24
SCHA
0.00%SCHWAB STRATEGIC TR
Shares5.2K
Event2026-03-31
Filed2026-04-24
XYL
0.00%XYLEM INC
Shares1.3K
Event2026-03-31
Filed2026-04-24
DGRW
0.00%WISDOMTREE TR
Shares1.7K
Event2026-03-31
Filed2026-04-24
QDF
0.00%FLEXSHARES TR
Shares1.9K
Event2026-03-31
Filed2026-04-24
XBI
0.00%SPDR SERIES TRUST
Shares1.2K
Event2026-03-31
Filed2026-04-24
AMAT
-0.46%APPLIED MATLS INC
Shares434
Event2026-03-31
Filed2026-04-24
GENERAL DYNAMICS CORP
5.12%GENERAL DYNAMICS CORP
Shares431
Event2026-03-31
Filed2026-04-24
CARR
1.20%CARRIER GLOBAL CORPORATION
Shares2.6K
Event2026-03-31
Filed2026-04-24
XLY
0.91%SELECT SECTOR SPDR TR
Shares1.3K
Event2026-03-31
Filed2026-04-24
NAD
NewNUVEEN QUALITY MUNCP INCOME
Shares12.5K
Event2026-03-31
Filed2026-04-24
IWR
249.17%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-24
USMV
-14.93%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-24
NVO
-0.10%NOVO-NORDISK A S
Shares3.9K
Event2026-03-31
Filed2026-04-24
ODFL
0.00%OLD DOMINION FREIGHT LINE IN
Shares728
Event2026-03-31
Filed2026-04-24
BWFG
0.00%BANKWELL FINL GROUP INC
Shares2.9K
Event2026-03-31
Filed2026-04-24
IWY
131.15%ISHARES TR
Shares564
Event2026-03-31
Filed2026-04-24
AGO
0.00%ASSURED GUARANTY LTD
Shares1.7K
Event2026-03-31
Filed2026-04-24
PPL
0.00%PPL CORP
Shares3.6K
Event2026-03-31
Filed2026-04-24
ARISTA NETWORKS INC
-0.71%ARISTA NETWORKS INC
Shares1.1K
Event2026-03-31
Filed2026-04-24
AJG
-0.63%GALLAGHER ARTHUR J & CO
Shares631
Event2026-03-31
Filed2026-04-24
LVHI
0.00%LEGG MASON ETF INVT
Shares3.4K
Event2026-03-31
Filed2026-04-24
HYS
0.00%PIMCO ETF TR
Shares1.5K
Event2026-03-31
Filed2026-04-24
BE
0.00%BLOOM ENERGY CORP
Shares1.0K
Event2026-03-31
Filed2026-04-24
DE
-0.83%DEERE & CO
Shares240
Event2026-03-31
Filed2026-04-24
LNG
12.77%CHENIERE ENERGY INC
Shares468
Event2026-03-31
Filed2026-04-24
FXF
0.00%INVESCO CURRENCYSHARES SWISS
Shares1.2K
Event2026-03-31
Filed2026-04-24
DVY
32.46%ISHARES TR
Shares857
Event2026-03-31
Filed2026-04-24
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares290
Event2026-03-31
Filed2026-04-24
IWX
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-04-24
IUSB
19.67%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-04-24
SCHB
0.00%SCHWAB STRATEGIC TR
Shares5.1K
Event2026-03-31
Filed2026-04-24
USPX
0.00%FRANKLIN TEMPLETON ETF TR
Shares2.2K
Event2026-03-31
Filed2026-04-24
ROST
-0.85%ROSS STORES INC
Shares585
Event2026-03-31
Filed2026-04-24
BKEM
0.00%BNY MELLON ETF TRUST
Shares1.6K
Event2026-03-31
Filed2026-04-24
TROW
0.00%PRICE T ROWE GROUP INC
Shares1.4K
Event2026-03-31
Filed2026-04-24
INVESCO EXCHANGE TRADED FD T
13.37%INVESCO EXCHANGE TRADED FD T
Shares636
Event2026-03-31
Filed2026-04-24
SLV
2478.26%ISHARES SILVER TR
Shares1.8K
Event2026-03-31
Filed2026-04-24
FAST
0.00%FASTENAL CO
Shares2.6K
Event2026-03-31
Filed2026-04-24
OKE
0.00%ONEOK INC NEW
Shares1.3K
Event2026-03-31
Filed2026-04-24
MU
-2.47%MICRON TECHNOLOGY INC
Shares356
Event2026-03-31
Filed2026-04-24
CGXU
0.00%CAPITAL GROUP INTL FOCUS EQT
Shares4.0K
Event2026-03-31
Filed2026-04-24
KRE
0.00%SPDR SERIES TRUST
Shares1.8K
Event2026-03-31
Filed2026-04-24
WM
35.00%WASTE MGMT INC DEL
Shares513
Event2026-03-31
Filed2026-04-24
ISCB
20.13%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-04-24
VHT
0.00%VANGUARD WORLD FD
Shares431
Event2026-03-31
Filed2026-04-24
TIP
-0.19%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-24
RSPM
0.00%INVESCO EXCHANGE TRADED FD T
Shares3.0K
Event2026-03-31
Filed2026-04-24
PSX
22.63%PHILLIPS 66
Shares634
Event2026-03-31
Filed2026-04-24
EUSB
0.00%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-24
AKAM
0.00%AKAMAI TECHNOLOGIES INC
Shares1.0K
Event2026-03-31
Filed2026-04-24
IYH
0.22%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-04-24
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares876
Event2026-03-31
Filed2026-04-24
ZTS
0.31%ZOETIS INC
Shares964
Event2026-03-31
Filed2026-04-24
FXE
0.00%INVESCO CURRENCYSHARES EURO
Shares1.1K
Event2026-03-31
Filed2026-04-24
SNEX
49.95%STONEX GROUP INC
Shares1.4K
Event2026-03-31
Filed2026-04-24
TMFG
0.00%RBB FD INC
Shares4.0K
Event2026-03-31
Filed2026-04-24
GUNR
0.00%FLEXSHARES TR
Shares2.0K
Event2026-03-31
Filed2026-04-24
DFNL
0.00%DAVIS FUNDAMENTAL ETF TR
Shares2.5K
Event2026-03-31
Filed2026-04-24
TXN
0.00%TEXAS INSTRS INC
Shares573
Event2026-03-31
Filed2026-04-24
QQQM
-2.51%INVESCO EXCH TRADED FD TR II
Shares466
Event2026-03-31
Filed2026-04-24
LVHD
0.00%LEGG MASON ETF INVT
Shares2.6K
Event2026-03-31
Filed2026-04-24
CEW
0.00%WISDOMTREE TR
Shares5.8K
Event2026-03-31
Filed2026-04-24
APOLLO GLOBAL MGMT INC
0.21%APOLLO GLOBAL MGMT INC
Shares963
Event2026-03-31
Filed2026-04-24
STERIS PLC
0.00%STERIS PLC
Shares485
Event2026-03-31
Filed2026-04-24
VTC
0.00%VANGUARD SCOTTSDALE FDS
Shares1.4K
Event2026-03-31
Filed2026-04-24
CF
-0.37%CF INDUSTRIES HOLD
Shares802
Event2026-03-31
Filed2026-04-24
XLG
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.9K
Event2026-03-31
Filed2026-04-24
SPAB
0.00%SPDR SERIES TRUST
Shares3.9K
Event2026-03-31
Filed2026-04-24
BIV
-10.65%VANGUARD BD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-04-24
RDVY
0.00%FIRST TR EXCHANGE TRADED FD
Shares1.5K
Event2026-03-31
Filed2026-04-24
VGK
11.70%VANGUARD INTL EQUITY INDEX F
Shares1.2K
Event2026-03-31
Filed2026-04-24
USHY
0.00%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-24
OC
0.00%OWENS CORNING NEW
Shares908
Event2026-03-31
Filed2026-04-24
F
13.38%FORD MTR CO
Shares8.5K
Event2026-03-31
Filed2026-04-24
GAL
-87.48%SSGA ACTIVE ETF TR
Shares2.0K
Event2026-03-31
Filed2026-04-24
HPE
0.00%HEWLETT PACKARD ENTERPRISE C
Shares4.0K
Event2026-03-31
Filed2026-04-24
ARTNA
0.00%ARTESIAN RES CORP
Shares3.0K
Event2026-03-31
Filed2026-04-24
USB
-6.64%US BANCORP
Shares1.8K
Event2026-03-31
Filed2026-04-24
BBIN
13.70%J P MORGAN EXCHANGE TRADED F
Shares1.3K
Event2026-03-31
Filed2026-04-24
DTCR
0.00%GLOBAL X FDS
Shares3.9K
Event2026-03-31
Filed2026-04-24
VVV
0.00%VALVOLINE INC
Shares2.7K
Event2026-03-31
Filed2026-04-24
XLB
0.00%SELECT SECTOR SPDR TR
Shares1.8K
Event2026-03-31
Filed2026-04-24
ESGD
0.00%ISHARES TR
Shares937
Event2026-03-31
Filed2026-04-24
PINNACLE FINL PARTNERS INC
NewPINNACLE FINL PARTNERS INC
Shares1.0K
Event2026-03-31
Filed2026-04-24
IEUR
0.00%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-24
ESGU
0.00%ISHARES TR
Shares632
Event2026-03-31
Filed2026-04-24
ENB
0.00%ENBRIDGE INC
Shares1.6K
Event2026-03-31
Filed2026-04-24
GM
0.00%GENERAL MTRS CO
Shares1.2K
Event2026-03-31
Filed2026-04-24
MNST
0.00%MONSTER BEVERAGE CORP NEW
Shares1.2K
Event2026-03-31
Filed2026-04-24
FRPT
0.00%FRESHPET INC
Shares1.5K
Event2026-03-31
Filed2026-04-24
BTT
NewBLACKROCK MUN TARGET TERM TR
Shares3.9K
Event2026-03-31
Filed2026-04-24
VONG
23.59%VANGUARD SCOTTSDALE FDS
Shares791
Event2026-03-31
Filed2026-04-24
VFH
0.00%VANGUARD WORLD FD
Shares715
Event2026-03-31
Filed2026-04-24
ASML
71.05%ASML HLDG NV
Shares65
Event2026-03-31
Filed2026-04-24
MMC
344.14%MARSH & MCLENNAN COS INC
Shares493
Event2026-03-31
Filed2026-04-24
ISHARES GOLD TR
114.19%ISHARES GOLD TR
Shares966
Event2026-03-31
Filed2026-04-24
VIOO
1108.20%VANGUARD ADMIRAL FDS INC
Shares737
Event2026-03-31
Filed2026-04-24
ADI
0.00%ANALOG DEVICES INC
Shares266
Event2026-03-31
Filed2026-04-24
SYY
0.00%SYSCO CORP
Shares1.2K
Event2026-03-31
Filed2026-04-24
EMF
0.00%TEMPLETON EMERGING MKTS FD
Shares4.7K
Event2026-03-31
Filed2026-04-24
XLK
0.00%SELECT SECTOR SPDR TR
Shares622
Event2026-03-31
Filed2026-04-24
VLO
0.00%VALERO ENERGY CORP
Shares333
Event2026-03-31
Filed2026-04-24
MBND
0.00%SSGA ACTIVE TR
Shares3.0K
Event2026-03-31
Filed2026-04-24
KGC
0.00%KINROSS GOLD CORP
Shares2.7K
Event2026-03-31
Filed2026-04-24
UPS
-55.40%UNITED PARCEL SVCS INC
Shares814
Event2026-03-31
Filed2026-04-24
TMFM
0.00%RBB FD INC
Shares4.0K
Event2026-03-31
Filed2026-04-24
SHW
-0.40%SHERWIN WILLIAMS CO
Shares248
Event2026-03-31
Filed2026-04-24
TMUS
0.00%T-MOBILE US INC
Shares378
Event2026-03-31
Filed2026-04-24
TBLU
0.00%TORTOISE CAPITAL SERIES TRUS
Shares1.6K
Event2026-03-31
Filed2026-04-24
ITA
0.00%ISHARES TR
Shares360
Event2026-03-31
Filed2026-04-24
VDE
-0.44%VANGUARD WORLD FD
Shares455
Event2026-03-31
Filed2026-04-24
HYXF
0.00%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-04-24
MQY
NewBLACKROCK MUNIYILD QULT FD I
Shares7.1K
Event2026-03-31
Filed2026-04-24
HDV
0.00%ISHARES TR
Shares573
Event2026-03-31
Filed2026-04-24
CIBR
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.2K
Event2026-03-31
Filed2026-04-24
VTRS
0.00%VIATRIS INC
Shares5.7K
Event2026-03-31
Filed2026-04-24
ISRG
178.33%INTUITIVE SURGICAL INC
Shares167
Event2026-03-31
Filed2026-04-24
SCHP
-1.50%SCHWAB STRATEGIC TR
Shares2.9K
Event2026-03-31
Filed2026-04-24
FYC
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares785
Event2026-03-31
Filed2026-04-24
AXSM
0.00%AXSOME THERAPEUTICS INC.
Shares450
Event2026-03-31
Filed2026-04-24
DELL
-17.06%DELL TECHNOLOGIES INC
Shares462
Event2026-03-31
Filed2026-04-24
UBSI
0.00%UNITED BANKSHARES INC WEST V
Shares1.8K
Event2026-03-31
Filed2026-04-24
CHRW
-0.88%C H ROBINSON WORLDWIDE IN
Shares450
Event2026-03-31
Filed2026-04-24
LIT
-23.45%GLOBAL X FDS
Shares1.0K
Event2026-03-31
Filed2026-04-24
BIIB
0.00%BIOGEN INC
Shares406
Event2026-03-31
Filed2026-04-24
NEM
1018.03%NEWMONT CORP
Shares682
Event2026-03-31
Filed2026-04-24
ADM
0.00%ARCHER DANIELS MIDLAND CO
Shares1.0K
Event2026-03-31
Filed2026-04-24
GEHC
-17.72%GE HEALTHCARE TECHNOLOGIES I
Shares1.0K
Event2026-03-31
Filed2026-04-24
SDOG
0.00%ALPS ETF TR
Shares1.1K
Event2026-03-31
Filed2026-04-24
VRSK
-0.53%VERISK ANALYTICS INC
Shares376
Event2026-03-31
Filed2026-04-24
SOXX
0.00%ISHARES TR
Shares217
Event2026-03-31
Filed2026-04-24
PCAR
1.32%PACCAR INC
Shares614
Event2026-03-31
Filed2026-04-24
AEM
0.00%AGNICO EAGLE MINES LTD
Shares348
Event2026-03-31
Filed2026-04-24
EXPD
0.00%EXPEDITORS INTL WASH INC
Shares493
Event2026-03-31
Filed2026-04-24
LRN
0.00%STRIDE INC
Shares800
Event2026-03-31
Filed2026-04-24
ITW
12.03%ILLINOIS TOOL WKS INC
Shares270
Event2026-03-31
Filed2026-04-24
FCX
41.91%FREEPORT MCMORAN INC
Shares1.2K
Event2026-03-31
Filed2026-04-24
VOYA
0.00%VOYA FINANCIAL INC
Shares999
Event2026-03-31
Filed2026-04-24
AXON
0.00%AXON ENTERPRISE INC
Shares159
Event2026-03-31
Filed2026-04-24
VOX
-0.53%VANGUARD WORLD FD
Shares374
Event2026-03-31
Filed2026-04-24
HP INC
0.00%HP INC
Shares3.5K
Event2026-03-31
Filed2026-04-24
WPC
0.00%WP CAREY INC
Shares984
Event2026-03-31
Filed2026-04-24
KMB
0.00%KIMBERLY-CLARK CORP
Shares691
Event2026-03-31
Filed2026-04-24
TGTX
0.00%TG THERAPEUTICS INC
Shares2.0K
Event2026-03-31
Filed2026-04-24
SUN
1.49%SUNOCO LP/SUNOCO FIN CORP
Shares1.0K
Event2026-03-31
Filed2026-04-24
JCI
34.14%JOHNSON CONTROLS INTERNATION
Shares499
Event2026-03-31
Filed2026-04-24
HOLX
0.00%HOLOGIC INC
Shares864
Event2026-03-31
Filed2026-04-24
DHS
26.38%WISDOMTREE TR
Shares594
Event2026-03-31
Filed2026-04-24
STZ
0.00%CONSTELLATION BRANDS INC
Shares432
Event2026-03-31
Filed2026-04-24
VTWO
0.00%VANGUARD SCOTTSDALE FDS
Shares634
Event2026-03-31
Filed2026-04-24
BKIE
3.20%BNY MELLON ETF TRUST
Shares678
Event2026-03-31
Filed2026-04-24
BROOKFIELD ASSET MANAGMT LTD
0.00%BROOKFIELD ASSET MANAGMT LTD
Shares1.4K
Event2026-03-31
Filed2026-04-24
XMMO
4.88%INVESCO EXCHANGE TRADED FD T
Shares430
Event2026-03-31
Filed2026-04-24
APD
-59.16%AIR PRODUCTS AND CHEMICALS I
Shares214
Event2026-03-31
Filed2026-04-24
PAYC
0.00%PAYCOM SOFTWARE INC
Shares500
Event2026-03-31
Filed2026-04-24
BABA
76.38%ALIBABA GROUP HLDG LTD
Shares478
Event2026-03-31
Filed2026-04-24
COP
10.34%CONOCOPHILLIPS
Shares448
Event2026-03-31
Filed2026-04-24
BIL
1794.12%SPDR SERIES TRUST
Shares644
Event2026-03-31
Filed2026-04-24
BSX
-2.19%BOSTON SCIENTIFIC CORP
Shares939
Event2026-03-31
Filed2026-04-24
EVRG
0.00%EVERGY INC
Shares714
Event2026-03-31
Filed2026-04-24
GCOW
0.00%PACER FDS TR
Shares1.2K
Event2026-03-31
Filed2026-04-24
NOBL
0.00%PROSHARES TR
Shares539
Event2026-03-31
Filed2026-04-24
QNITY ELECTRONICS INC
-4.07%QNITY ELECTRONICS INC
Shares495
Event2026-03-31
Filed2026-04-24
LEN
-0.61%LENNAR CORP
Shares654
Event2026-03-31
Filed2026-04-24
LRGF
0.00%ISHARES TR
Shares860
Event2026-03-31
Filed2026-04-24
NOC
12.16%NORTHROP GRUMMAN CORP
Shares83
Event2026-03-31
Filed2026-04-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available