Sponsored
The Analysis of Keystone Financial Group's Holdings & P&L
Currently, Keystone Financial Group holds 524 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in SPYM (+190.2K shares, valued at $14.6M), HEFA (+143.5K shares, valued at $6.1M), N/A (+81.3K shares, valued at $5.5M); decreased their positions in XLG (-274.4K shares, valued at $15.0M), N/A (-49.0K shares, valued at $4.3M), SPY (-1.7K shares, valued at $1.1M); initiated new positions in N/A (+81.3K shares, valued at $5.5M), N/A (+60.7K shares, valued at $5.0M), N/A (+145.5K shares, valued at $4.0M).
1M P&L
+6.1M+0.43%
3M P&L
+37.8M+2.78%
HY P&L
-79.4M-5.37%
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/A752.3M
59.0%
2Consumer Electronics88.2M
6.9%
3Semiconductors69.2M
5.4%
Top Industries by Stock Count
1N/A246 stocks
53.9%
2Semiconductors9 stocks
2.0%
3Drug Manufacturers - General8 stocks
1.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
HYMB STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF229.6K shares23.76%2026-03-312026-05-13
AMERICAN FUNDS WASHINGTON MUTUAL F2 AMERICAN FUNDS WASHINGTON MUTUAL F281.3K sharesnew addition2026-03-312026-05-13
Sponsored
AMERICAN FUNDS GROWTH FUND OF AMER F2 AMERICAN FUNDS GROWTH FUND OF AMER F260.7K sharesnew addition2026-03-312026-05-13
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF21.2K shares7.22%2026-03-312026-05-13
AMERICAN FUNDS INCOME FUND OF AMER F2 AMERICAN FUNDS INCOME FUND OF AMER F2145.5K sharesnew addition2026-03-312026-05-13
AMERICAN FUNDS CAPITAL WORLD GR&INC F2 AMERICAN FUNDS CAPITAL WORLD GR&INC F248.4K sharesnew addition2026-03-312026-05-13
Sponsored
Sponsored
AMERICAN FUNDS AMERICAN BALANCED F2 AMERICAN FUNDS AMERICAN BALANCED F277.7K sharesnew addition2026-03-312026-05-13
Sponsored
AMERICAN FUNDS CAPITAL INCOME BLDR F2 AMERICAN FUNDS CAPITAL INCOME BLDR F236.4K sharesnew addition2026-03-312026-05-13
Sponsored
Sponsored
AMERICAN FUNDS INVMT CO OF AMER F2 AMERICAN FUNDS INVMT CO OF AMER F236.8K sharesnew addition2026-03-312026-05-13
Sponsored
SCHWAB GOVERNMENT MONEY ULTRA SCHWAB GOVERNMENT MONEY ULTRA2.3M sharesnew addition2026-03-312026-05-13
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS20.4K shares3.86%2026-03-312026-05-13
Sponsored
AMERICAN FUNDS NEW ECONOMY F2 AMERICAN FUNDS NEW ECONOMY F213.6K sharesnew addition2026-03-312026-05-13
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
DRAFTKINGS INC NEW CLASS CLASS A DRAFTKINGS INC NEW CLASS CLASS A30.1K shares-2.67%2026-03-312026-05-13
METROPOLITAN WASH 6.5 41TOLL TRAN DUE 10/01/41ASSURED GUARANTY COR METROPOLITAN WASH 6.5 41TOLL TRAN DUE 10/01/41ASSURED GUARANTY COR675.0K sharesnew addition2026-03-312026-05-13
Sponsored
Sponsored
GS FIN CORP. 0 26 DUE 12/03/26 GS FIN CORP. 0 26 DUE 12/03/26500.0K sharesnew addition2026-03-312026-05-13
GRAND PARKWAY TR 5.85 47TOLL TRAN DUE 10/01/47 GRAND PARKWAY TR 5.85 47TOLL TRAN DUE 10/01/47550.0K sharesnew addition2026-03-312026-05-13
Sponsored
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND13.5K shares-1.86%2026-03-312026-05-13
Sponsored
SCHWAB GOVERNMENT MONEY INV SCHWAB GOVERNMENT MONEY INV557.4K sharesnew addition2026-03-312026-05-13
NEW YORK N Y CITY T 5 43COMB TAX DUE 02/01/43 NEW YORK N Y CITY T 5 43COMB TAX DUE 02/01/43500.0K sharesnew addition2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
PANASONIC HLDGS CORP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS PANASONIC HLDGS CORP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS20.0K sharesnew addition2026-03-312026-05-13
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF12.8K shares3.00%2026-03-312026-05-13
Sponsored
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND4.1K shares7.63%2026-03-312026-05-13
Sponsored
Sponsored
ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS7.2K sharesnew addition2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND ETF SHARES3.6K shares3.30%2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NEW YORK N Y CIT 5.25 52WRSR UTIL DUE 06/15/52 NEW YORK N Y CIT 5.25 52WRSR UTIL DUE 06/15/52250.0K sharesnew addition2026-03-312026-05-13
GRAND RAPIDS MICH 5 49GO LTX DUE 04/01/49 GRAND RAPIDS MICH 5 49GO LTX DUE 04/01/49250.0K sharesnew addition2026-03-312026-05-13
BROWARD CNTY FLA SC 5 41GO UTX DUE 07/01/41 BROWARD CNTY FLA SC 5 41GO UTX DUE 07/01/41250.0K sharesnew addition2026-03-312026-05-13
Sponsored
Sponsored
NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS2.4K sharesnew addition2026-03-312026-05-13
Sponsored
AMERICAN FUNDS NEW PERSPECTIVE F2 AMERICAN FUNDS NEW PERSPECTIVE F23.3K sharesnew addition2026-03-312026-05-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
-0.15%APPLE INC
Shares341.1K
Event2026-03-31
Filed2026-05-13
SPY
-1.44%STATE STREET SPDR S&P 500 ETF TRUST
Shares115.9K
Event2026-03-31
Filed2026-05-13
SPYM
36.31%SPDR SERIES TRUST
Shares714.1K
Event2026-03-31
Filed2026-05-13
VFLO
3.09%VICTORY PORTFOLIOS II
Shares1.1M
Event2026-03-31
Filed2026-05-13
SEAGATE TECHNOLOGY H F
-0.11%SEAGATE TECHNOLOGY H F
Shares62.7K
Event2026-03-31
Filed2026-05-13
NVDA
0.45%NVIDIA CORPORATION
Shares216.2K
Event2026-03-31
Filed2026-05-13
VTI
1.27%VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
Shares121.3K
Event2026-03-31
Filed2026-05-13
PLTR
7.03%PALANTIR TECHNOLOGIES INCLASS CLASS A
Shares266.3K
Event2026-03-31
Filed2026-05-13
SPYG
9.41%STATE STREET
Shares382.6K
Event2026-03-31
Filed2026-05-13
TSLA
3.83%TESLA INC
Shares94.0K
Event2026-03-31
Filed2026-05-13
DYNF
-1.44%BLACKROCK ETF TRUST
Shares542.5K
Event2026-03-31
Filed2026-05-13
AMZN
2.94%AMAZON.COM INC
Shares98.9K
Event2026-03-31
Filed2026-05-13
AMD
-3.20%ADVANCED MICRO DEVIC
Shares80.2K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
2.59%BERKSHIRE HATHAWAY INC DEL
Shares46.8K
Event2026-03-31
Filed2026-05-13
VANGUARD S&P 500 ETF
0.04%VANGUARD S&P 500 ETF
Shares36.0K
Event2026-03-31
Filed2026-05-13
META
4.23%META PLATFORMS INC CLASS CLASS A
Shares34.3K
Event2026-03-31
Filed2026-05-13
IEMG
16.68%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares286.2K
Event2026-03-31
Filed2026-05-13
MSFT
2.74%MICROSOFT CORP
Shares49.7K
Event2026-03-31
Filed2026-05-13
JPM
2.66%JPMORGAN CHASE & CO
Shares60.5K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
17.89%INVESCO QQQ TR
Shares25.0K
Event2026-03-31
Filed2026-05-13
BAI
16.60%BLACKROCK ETF TRUST
Shares418.8K
Event2026-03-31
Filed2026-05-13
BUFR
5.89%FIRST TR EXCHNG TRADED FD VI
Shares401.5K
Event2026-03-31
Filed2026-05-13
BND
3.05%VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES
Shares169.6K
Event2026-03-31
Filed2026-05-13
BRK.A
0.00%BERKSHIRE HATHAWAY INC DCLASS CLASS A
Shares17
Event2026-03-31
Filed2026-05-13
JQUA
4.95%JPMORGAN US
Shares196.3K
Event2026-03-31
Filed2026-05-13
VTV
-1.57%VANGUARD VALUE INDEX FUND ETF SHARES
Shares59.6K
Event2026-03-31
Filed2026-05-13
JNJ
1.72%JOHNSON & JOHNSON
Shares48.9K
Event2026-03-31
Filed2026-05-13
ALPHABET INC CLASS CLASS C
-3.67%ALPHABET INC CLASS CLASS C
Shares37.8K
Event2026-03-31
Filed2026-05-13
IVV
23.78%ISHARES CORE S&P 500 ETF
Shares15.4K
Event2026-03-31
Filed2026-05-13
MTUM
9.90%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares41.6K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
6.71%ALPHABET INC
Shares31.4K
Event2026-03-31
Filed2026-05-13
VUG
2.13%VANGUARD GROWTH INDEX FUND ETF SHARES
Shares21.5K
Event2026-03-31
Filed2026-05-13
TCAF
0.74%T ROWE
Shares254.5K
Event2026-03-31
Filed2026-05-13
XOM
1.13%EXXON MOBIL CORP
Shares53.2K
Event2026-03-31
Filed2026-05-13
SPTL
43.36%STATE STREET
Shares331.6K
Event2026-03-31
Filed2026-05-13
THRO
8.81%ISHARES U S
Shares237.3K
Event2026-03-31
Filed2026-05-13
BIDD
15.45%ISHARES INTL
Shares285.1K
Event2026-03-31
Filed2026-05-13
SHLD
31.32%GLOBAL X DEFENSE TECH ETF
Shares105.4K
Event2026-03-31
Filed2026-05-13
VIG
0.05%VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
Shares32.8K
Event2026-03-31
Filed2026-05-13
VOOG
0.75%VANGUARD S&P
Shares16.8K
Event2026-03-31
Filed2026-05-13
T
3.67%AT&T INC
Shares248.7K
Event2026-03-31
Filed2026-05-13
MLN
20.06%VANECK LONG MUNI ETF
Shares375.3K
Event2026-03-31
Filed2026-05-13
MCD
6.38%MCDONALDS CORP
Shares21.9K
Event2026-03-31
Filed2026-05-13
HEFA
2326.32%ISHARES CURRENCY
Shares149.7K
Event2026-03-31
Filed2026-05-13
BA
5.25%BOEING CO
Shares28.3K
Event2026-03-31
Filed2026-05-13
LOW
2.27%LOWES COS INC
Shares26.3K
Event2026-03-31
Filed2026-05-13
VOOV
1.40%VANGUARD S&P
Shares30.0K
Event2026-03-31
Filed2026-05-13
CVX
13.19%CHEVRON CORPORATION
Shares29.3K
Event2026-03-31
Filed2026-05-13
XMPT
22.51%VANECK CEF MUNICIPAL INCOME ETF
Shares270.1K
Event2026-03-31
Filed2026-05-13
IVE
8.91%ISHARES S&P
Shares27.7K
Event2026-03-31
Filed2026-05-13
HYMB
23.76%STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF
Shares229.6K
Event2026-03-31
Filed2026-05-13
TOTL
-6.83%STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
Shares144.8K
Event2026-03-31
Filed2026-05-13
QUAL
7.60%ISHARES MSCI USA QUALITYFACTOR ETF
Shares29.4K
Event2026-03-31
Filed2026-05-13
VB
1.14%VANGUARD SMALL
Shares21.1K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS WASHINGTON MUTUAL F2
NewAMERICAN FUNDS WASHINGTON MUTUAL F2
Shares81.3K
Event2026-03-31
Filed2026-05-13
XLF
3.88%SELECT SECTOR SPDR TR
Shares108.2K
Event2026-03-31
Filed2026-05-13
ITOT
-0.42%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares36.3K
Event2026-03-31
Filed2026-05-13
VO
0.08%VANGUARD MID
Shares18.1K
Event2026-03-31
Filed2026-05-13
CFO
-5.13%VICTORYSHARES US
Shares69.7K
Event2026-03-31
Filed2026-05-13
PG
-2.40%PROCTER &GAMBLE CO
Shares35.6K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS GROWTH FUND OF AMER F2
NewAMERICAN FUNDS GROWTH FUND OF AMER F2
Shares60.7K
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
-48.24%ISHARES GOLD TR
Shares52.6K
Event2026-03-31
Filed2026-05-13
WMT
-0.27%WALMART INC
Shares37.1K
Event2026-03-31
Filed2026-05-13
IAGG
11.99%ISHARES CORE
Shares82.8K
Event2026-03-31
Filed2026-05-13
ABBV
0.18%ABBVIE INC
Shares18.9K
Event2026-03-31
Filed2026-05-13
INVESCO S&P 500 EQUAL WEIGHT ETF
7.22%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares21.2K
Event2026-03-31
Filed2026-05-13
MDY
-1.41%STATE STR SPDR S&P MIDCAP 40
Shares6.4K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS INCOME FUND OF AMER F2
NewAMERICAN FUNDS INCOME FUND OF AMER F2
Shares145.5K
Event2026-03-31
Filed2026-05-13
DIS
10.66%DISNEY WALT CO
Shares38.6K
Event2026-03-31
Filed2026-05-13
LLY
17.35%ELI LILLY AND CO
Shares4.2K
Event2026-03-31
Filed2026-05-13
SPMB
7.06%STATE STREET
Shares171.7K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS CAPITAL WORLD GR&INC F2
NewAMERICAN FUNDS CAPITAL WORLD GR&INC F2
Shares48.4K
Event2026-03-31
Filed2026-05-13
USMV
3.37%ISHARES MSCI USA MIN VOLFACTOR ETF
Shares40.1K
Event2026-03-31
Filed2026-05-13
DGRO
5.32%ISHARES CORE
Shares51.1K
Event2026-03-31
Filed2026-05-13
VONE
0.88%VANGUARD RUSSELL
Shares11.9K
Event2026-03-31
Filed2026-05-13
ABT
-2.79%ABBOTT LABS
Shares36.9K
Event2026-03-31
Filed2026-05-13
GBTC
2.89%GRAYSCALE BITCOIN TRUST ETF
Shares57.9K
Event2026-03-31
Filed2026-05-13
HD
1.97%HOME DEPOT INC
Shares10.0K
Event2026-03-31
Filed2026-05-13
IVOO
-0.68%VANGUARD S&P
Shares28.4K
Event2026-03-31
Filed2026-05-13
BINC
15.74%ISHARES FLEXIBLE
Shares60.2K
Event2026-03-31
Filed2026-05-13
NFLX
10.33%NETFLIX INC
Shares32.8K
Event2026-03-31
Filed2026-05-13
IJR
1.35%ISHARES CORE S&P SMALL-CAP ETF
Shares23.9K
Event2026-03-31
Filed2026-05-13
WFC-PL
0.00%WELLS FARGO & C 7.5 PFDCONV SER L
Shares2.6K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS AMERICAN BALANCED F2
NewAMERICAN FUNDS AMERICAN BALANCED F2
Shares77.7K
Event2026-03-31
Filed2026-05-13
VIOO
-0.78%VANGUARD S&P
Shares26.7K
Event2026-03-31
Filed2026-05-13
SPYV
-1.09%STATE STREET
Shares53.9K
Event2026-03-31
Filed2026-05-13
PEP
4.34%PEPSICO INC
Shares19.6K
Event2026-03-31
Filed2026-05-13
CGUS
27.19%CAPITAL GROUP CORE EQUITY ETF
Shares78.0K
Event2026-03-31
Filed2026-05-13
XLE
-0.95%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares48.9K
Event2026-03-31
Filed2026-05-13
PM
2.62%PHILIP MORRIS INTL INC
Shares18.0K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS CAPITAL INCOME BLDR F2
NewAMERICAN FUNDS CAPITAL INCOME BLDR F2
Shares36.4K
Event2026-03-31
Filed2026-05-13
CMG
11.81%CHIPOTLE MEXICAN GRILL I
Shares87.6K
Event2026-03-31
Filed2026-05-13
PZA
378.79%INVESCO NATIONAL
Shares126.6K
Event2026-03-31
Filed2026-05-13
RDVY
3.43%FIRST TRUST
Shares41.4K
Event2026-03-31
Filed2026-05-13
MERCK & CO. INC.
2.06%MERCK & CO. INC.
Shares23.2K
Event2026-03-31
Filed2026-05-13
DIA
-5.78%STATE STREET
Shares5.8K
Event2026-03-31
Filed2026-05-13
CGGR
28.50%CAPITAL GROUP
Shares66.1K
Event2026-03-31
Filed2026-05-13
TSM
28.89%TAIWAN SEMICONDUCTOR MANUFAC
Shares7.3K
Event2026-03-31
Filed2026-05-13
V
16.05%VISA INC
Shares8.6K
Event2026-03-31
Filed2026-05-13
KO
-0.21%COCA COLA CO
Shares34.1K
Event2026-03-31
Filed2026-05-13
VYM
9.00%VANGUARD WHITEHALL FDS
Shares17.5K
Event2026-03-31
Filed2026-05-13
LNC
5.99%LINCOLN NATL CORP IND
Shares68.4K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
3.06%BROADCOM INC
Shares8.2K
Event2026-03-31
Filed2026-05-13
XLK
-6.90%STATE STREET
Shares19.2K
Event2026-03-31
Filed2026-05-13
GLD
11.00%SPDR GOLD TR
Shares5.7K
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
1.87%LAM RESEARCH CORP
Shares11.3K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS INVMT CO OF AMER F2
NewAMERICAN FUNDS INVMT CO OF AMER F2
Shares36.8K
Event2026-03-31
Filed2026-05-13
CGDV
26.95%CAPITAL GROUP DIVIDEND VALUE ETF
Shares56.3K
Event2026-03-31
Filed2026-05-13
AVDE
NewAVANTIS INTL
Shares28.2K
Event2026-03-31
Filed2026-05-13
IVW
451.49%ISHARES S&P
Shares21.1K
Event2026-03-31
Filed2026-05-13
IEFA
1.49%ISHARES CORE MSCI EAFE ETF
Shares26.0K
Event2026-03-31
Filed2026-05-13
IWM
1062.80%ISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-05-13
XLU
7.82%SELECT SECTOR SPDR TR
Shares51.4K
Event2026-03-31
Filed2026-05-13
CDC
3.50%VICTORYSHARES U S
Shares32.9K
Event2026-03-31
Filed2026-05-13
SCHWAB GOVERNMENT MONEY ULTRA
NewSCHWAB GOVERNMENT MONEY ULTRA
Shares2.3M
Event2026-03-31
Filed2026-05-13
IXN
-3.29%ISHARES GLOBAL TECH ETF
Shares22.0K
Event2026-03-31
Filed2026-05-13
GOVT
466.40%ISHARES U.S. TREASURY BOND ETF
Shares97.0K
Event2026-03-31
Filed2026-05-13
SOXX
24.09%ISHARES SEMICONDUCTOR
Shares6.7K
Event2026-03-31
Filed2026-05-13
NKE
11.34%NIKE INC
Shares47.5K
Event2026-03-31
Filed2026-05-13
SLV
-7.32%ISHARES SILVER TR
Shares32.2K
Event2026-03-31
Filed2026-05-13
IJS
NewISHARES S&P
Shares18.5K
Event2026-03-31
Filed2026-05-13
CAT
21.42%CATERPILLAR INC
Shares3.1K
Event2026-03-31
Filed2026-05-13
MPC
0.10%MARATHON PETROLEUM
Shares8.8K
Event2026-03-31
Filed2026-05-13
PFE
11.96%PFIZER INC
Shares76.0K
Event2026-03-31
Filed2026-05-13
EEM
NewISHARES MSCI
Shares37.4K
Event2026-03-31
Filed2026-05-13
ET
50.66%ENERGY TRANSFER
Shares106.2K
Event2026-03-31
Filed2026-05-13
CRWD
5.07%CROWDSTRIKE HLDGS INC CLASS CLASS A
Shares5.2K
Event2026-03-31
Filed2026-05-13
VCRB
7.27%VANGUARD MALVERN FDS
Shares25.7K
Event2026-03-31
Filed2026-05-13
ALB-PA
-6.30%ALBEMARLE CORP
Shares26.9K
Event2026-03-31
Filed2026-05-13
LMT
4.77%LOCKHEED MARTIN CORP
Shares3.3K
Event2026-03-31
Filed2026-05-13
PANW
9.87%PALO ALTO NETWORKS INC
Shares10.6K
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
1.28%GE AEROSPACE
Shares6.5K
Event2026-03-31
Filed2026-05-13
JPST
14.56%JPMORGAN
Shares36.2K
Event2026-03-31
Filed2026-05-13
FMB
-5.60%FIRST TRUST
Shares35.9K
Event2026-03-31
Filed2026-05-13
FLXR
14.41%TCW FLEXIBLE INCOME ETF
Shares46.1K
Event2026-03-31
Filed2026-05-13
IONQ
33.33%IONQ INC
Shares62.7K
Event2026-03-31
Filed2026-05-13
CSCO
-2.76%CISCO SYS INC
Shares22.2K
Event2026-03-31
Filed2026-05-13
ITA
9.32%ISHARES AEROSPACE
Shares8.0K
Event2026-03-31
Filed2026-05-13
CFA
-9.51%VICTORYSHARES US
Shares19.0K
Event2026-03-31
Filed2026-05-13
VGT
246.65%VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
Shares7.9K
Event2026-03-31
Filed2026-05-13
NSC
2.73%NORFOLK SOUTHERN
Shares5.9K
Event2026-03-31
Filed2026-05-13
EPD
0.02%ENTERPRISE PRODS PART LP
Shares44.6K
Event2026-03-31
Filed2026-05-13
GLW
144.60%CORNING INC
Shares12.1K
Event2026-03-31
Filed2026-05-13
CGBL
51.38%CAPITAL GROUP
Shares47.2K
Event2026-03-31
Filed2026-05-13
FVD
13.57%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares34.5K
Event2026-03-31
Filed2026-05-13
MGK
25.27%VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES
Shares5.2K
Event2026-03-31
Filed2026-05-13
ABNB
9.10%AIRBNB INC
Shares11.7K
Event2026-03-31
Filed2026-05-13
IJH
2.59%ISHARES CORE S&P MID-CAPETF
Shares23.4K
Event2026-03-31
Filed2026-05-13
DUKE ENERGY
6.02%DUKE ENERGY
Shares11.9K
Event2026-03-31
Filed2026-05-13
NEE
-0.39%NEXTERA ENERGY INC
Shares16.6K
Event2026-03-31
Filed2026-05-13
COST
5.77%COSTCO WHOLESALE CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-05-13
MU
12.27%MICRON TECHNOLOGY INC
Shares4.3K
Event2026-03-31
Filed2026-05-13
IQLT
0.00%ISHARES MSCI
Shares32.4K
Event2026-03-31
Filed2026-05-13
SCHG
1.13%SCHWAB US
Shares50.5K
Event2026-03-31
Filed2026-05-13
VZ
6.58%VERIZON COMMUNICATIONS INC
Shares28.9K
Event2026-03-31
Filed2026-05-13
AEP
8.42%AMERICAN ELECTRIC
Shares11.0K
Event2026-03-31
Filed2026-05-13
VEU
-1.22%VANGUARD INTL EQUITY INDEX F
Shares19.1K
Event2026-03-31
Filed2026-05-13
ENB
13.53%ENBRIDGE INC
Shares26.4K
Event2026-03-31
Filed2026-05-13
WDC
-8.52%WESTERN DIGITAL
Shares5.3K
Event2026-03-31
Filed2026-05-13
FDX
0.95%FEDEX CORP
Shares3.6K
Event2026-03-31
Filed2026-05-13
IUSG
0.31%ISHARES S&P
Shares9.0K
Event2026-03-31
Filed2026-05-13
TER
-8.91%TERADYNE INC
Shares4.7K
Event2026-03-31
Filed2026-05-13
IBM
0.07%IBM CORP
Shares5.7K
Event2026-03-31
Filed2026-05-13
FYX
-20.46%FIRST TRUST
Shares11.5K
Event2026-03-31
Filed2026-05-13
ALB
233.10%ALBEMARLE CORP
Shares7.6K
Event2026-03-31
Filed2026-05-13
BAC
2.41%BANK OF AMERICA CORP
Shares27.2K
Event2026-03-31
Filed2026-05-13
SO
4.48%SOUTHERN COMPANY
Shares13.7K
Event2026-03-31
Filed2026-05-13
SPDW
5.80%STATE STREET
Shares28.9K
Event2026-03-31
Filed2026-05-13
VSDA
2.24%VICTORYSHARES DIVIDEND
Shares23.9K
Event2026-03-31
Filed2026-05-13
DE
26.31%DEERE & CO
Shares2.3K
Event2026-03-31
Filed2026-05-13
BARRICK MINING
-16.34%BARRICK MINING
Shares31.1K
Event2026-03-31
Filed2026-05-13
XAR
315.42%STATE STREER
Shares4.9K
Event2026-03-31
Filed2026-05-13
MMM
0.41%3M COMPANY
Shares8.5K
Event2026-03-31
Filed2026-05-13
BILS
20.94%STATE STREET
Shares12.3K
Event2026-03-31
Filed2026-05-13
VFMV
1.66%VANGUARD US
Shares9.2K
Event2026-03-31
Filed2026-05-13
D
4.85%DOMINION ENERGY INC
Shares19.2K
Event2026-03-31
Filed2026-05-13
VFVA
0.87%VANGUARD US
Shares8.7K
Event2026-03-31
Filed2026-05-13
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
3.86%UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares20.4K
Event2026-03-31
Filed2026-05-13
IBIT
44.34%ISHARES BITCOIN TRUST ETF
Shares30.1K
Event2026-03-31
Filed2026-05-13
CLX
NewCLOROX COMPANY
Shares11.1K
Event2026-03-31
Filed2026-05-13
VXUS
7.81%VANGUARD TOTAL
Shares14.6K
Event2026-03-31
Filed2026-05-13
BTI
9.60%BRITISH AMERN
Shares19.2K
Event2026-03-31
Filed2026-05-13
ZAP
100.01%GLOBAL X
Shares34.5K
Event2026-03-31
Filed2026-05-13
VEA
-12.01%VANGUARD FTSE
Shares17.2K
Event2026-03-31
Filed2026-05-13
IP
-0.16%INTL PAPER
Shares30.8K
Event2026-03-31
Filed2026-05-13
FTCS
-0.05%FIRST TRUST CAPITAL STRENGTH ETF
Shares11.8K
Event2026-03-31
Filed2026-05-13
NIE
-3.85%VIRTUS EQUITY
Shares46.7K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS NEW ECONOMY F2
NewAMERICAN FUNDS NEW ECONOMY F2
Shares13.6K
Event2026-03-31
Filed2026-05-13
TJX
-8.12%TJX COS INC NEW
Shares6.8K
Event2026-03-31
Filed2026-05-13
QQQM
6.08%INVESCO EXCH TRADED FD TR II
Shares4.5K
Event2026-03-31
Filed2026-05-13
JAAA
30.45%JANUS HENDERSON
Shares20.7K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS NEW WORLD F2
NewAMERICAN FUNDS NEW WORLD F2
Shares10.2K
Event2026-03-31
Filed2026-05-13
MUB
336.90%ISHARES NATIONAL
Shares9.8K
Event2026-03-31
Filed2026-05-13
MOAT
0.00%VANECK MORNINGSTAR
Shares10.6K
Event2026-03-31
Filed2026-05-13
ORCL
2.97%ORACLE CORP
Shares6.9K
Event2026-03-31
Filed2026-05-13
IWL
NewISHARES RUSSELL
Shares6.3K
Event2026-03-31
Filed2026-05-13
APAM
11.00%ARTISAN PARTNERS
Shares27.5K
Event2026-03-31
Filed2026-05-13
XLV
0.18%STATE STREET HEALTH CARESELECT SECTOR SPDR ETF
Shares6.8K
Event2026-03-31
Filed2026-05-13
QYLD
5.87%GLOBAL X
Shares57.8K
Event2026-03-31
Filed2026-05-13
FTSM
NewFIRST TRUST
Shares16.5K
Event2026-03-31
Filed2026-05-13
MDYV
2.24%STATE STREET
Shares11.5K
Event2026-03-31
Filed2026-05-13
SLYV
0.52%STATE STREET
Shares10.3K
Event2026-03-31
Filed2026-05-13
KMB
37.63%KIMBERLY CLARK
Shares10.0K
Event2026-03-31
Filed2026-05-13
UPS
-3.65%UNITED PARCEL SVC INC CLASS CLASS B
Shares9.5K
Event2026-03-31
Filed2026-05-13
TOST
102.94%TOAST INC
Shares35.9K
Event2026-03-31
Filed2026-05-13
VV
0.00%VANGUARD LARGE
Shares3.2K
Event2026-03-31
Filed2026-05-13
MGV
4.28%VANGUARD MEGA
Shares6.5K
Event2026-03-31
Filed2026-05-13
TEVA
-11.22%TEVA PHARMACEUTICAL
Shares30.5K
Event2026-03-31
Filed2026-05-13
PAVE
94.77%GLOBAL X
Shares17.7K
Event2026-03-31
Filed2026-05-13
GRID
0.66%FIRST TRUST
Shares5.5K
Event2026-03-31
Filed2026-05-13
HIMU
-44.35%ISHARES HIGH
Shares18.7K
Event2026-03-31
Filed2026-05-13
GS
67.31%GOLDMAN SACHS
Shares1.0K
Event2026-03-31
Filed2026-05-13
JHMD
NewJOHN HANCOCK
Shares20.6K
Event2026-03-31
Filed2026-05-13
FNDF
17.61%SCHWAB FUNDAMENTAL
Shares17.7K
Event2026-03-31
Filed2026-05-13
WM
35.18%WASTE MANAGEMENT
Shares3.8K
Event2026-03-31
Filed2026-05-13
MO
13.16%ALTRIA GROUP
Shares13.1K
Event2026-03-31
Filed2026-05-13
FDL
0.14%FIRST TR EXCHANGE-TRADED FD
Shares16.9K
Event2026-03-31
Filed2026-05-13
ITW
-6.44%ILLINOIS TOOL
Shares3.3K
Event2026-03-31
Filed2026-05-13
USB
18.70%U S BANCORP DE
Shares16.4K
Event2026-03-31
Filed2026-05-13
DNP
-0.48%DNP SELECT
Shares82.4K
Event2026-03-31
Filed2026-05-13
SDVY
4.05%FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares21.3K
Event2026-03-31
Filed2026-05-13
RH
17.62%RH
Shares6.3K
Event2026-03-31
Filed2026-05-13
BK
-1.64%BANK NEW YORK MELLON COR
Shares7.0K
Event2026-03-31
Filed2026-05-13
QCOM
-1.20%QUALCOMM INC
Shares6.4K
Event2026-03-31
Filed2026-05-13
VONG
-0.62%VANGUARD RUSSELL
Shares7.6K
Event2026-03-31
Filed2026-05-13
KLAC
0.18%KLA CORP
Shares555
Event2026-03-31
Filed2026-05-13
EMLP
0.74%FIRST TR EXCHANGE-TRADED FD
Shares18.5K
Event2026-03-31
Filed2026-05-13
SPTM
77.64%STATE STREET
Shares10.2K
Event2026-03-31
Filed2026-05-13
AIQ
4.19%GLOBAL X
Shares17.1K
Event2026-03-31
Filed2026-05-13
CGCB
125.72%CAPITAL GROUP
Shares30.0K
Event2026-03-31
Filed2026-05-13
FV
0.01%FIRST TRUST
Shares12.9K
Event2026-03-31
Filed2026-05-13
OLLI
-0.60%OLLIES BARGAIN OUTLET HL
Shares8.9K
Event2026-03-31
Filed2026-05-13
SLB
4.56%SLB LTD
Shares15.1K
Event2026-03-31
Filed2026-05-13
KR
-0.06%KROGER CO
Shares10.8K
Event2026-03-31
Filed2026-05-13
XLP
-6.84%SELECT SECTOR SPDR TR
Shares9.4K
Event2026-03-31
Filed2026-05-13
FTV
5.54%FORTIVE CORP
Shares13.7K
Event2026-03-31
Filed2026-05-13
VTHR
0.00%VANGUARD RUSSELL
Shares2.6K
Event2026-03-31
Filed2026-05-13
SDY
0.06%STATE STREET
Shares5.0K
Event2026-03-31
Filed2026-05-13
BOTZ
0.17%GLOBAL X
Shares22.1K
Event2026-03-31
Filed2026-05-13
AB
0.21%ALLIANCEBERNSTEIN HLD LP
Shares19.0K
Event2026-03-31
Filed2026-05-13
VWO
-0.59%VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
Shares13.1K
Event2026-03-31
Filed2026-05-13
QQQI
0.00%NEOS NASDAQ
Shares14.6K
Event2026-03-31
Filed2026-05-13
CGMU
9.69%CAPITAL GROUP
Shares26.6K
Event2026-03-31
Filed2026-05-13
AMGN
28.17%AMGEN INC
Shares2.1K
Event2026-03-31
Filed2026-05-13
O
25.51%REALTY INCOME
Shares11.7K
Event2026-03-31
Filed2026-05-13
RTX
-0.40%RTX CORP
Shares3.7K
Event2026-03-31
Filed2026-05-13
SIZE
-4.63%ISHARES MSCI USA SIZE FACTOR ETF
Shares4.4K
Event2026-03-31
Filed2026-05-13
DEO
9.51%DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS
Shares9.3K
Event2026-03-31
Filed2026-05-13
COWZ
6.99%PACER US CASH COWS 100 ETF
Shares11.1K
Event2026-03-31
Filed2026-05-13
XLG
-95.59%INVESCO S&P 500 TOP 50 ETF
Shares12.7K
Event2026-03-31
Filed2026-05-13
SPSM
1.65%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares14.2K
Event2026-03-31
Filed2026-05-13
DRAFTKINGS INC NEW CLASS CLASS A
-2.67%DRAFTKINGS INC NEW CLASS CLASS A
Shares30.1K
Event2026-03-31
Filed2026-05-13
NEAR
-0.61%ISHARES SHORT DURATION BOND ACTIVE ETF
Shares13.5K
Event2026-03-31
Filed2026-05-13
METROPOLITAN WASH 6.5 41TOLL TRAN DUE 10/01/41ASSURED GUARANTY COR
NewMETROPOLITAN WASH 6.5 41TOLL TRAN DUE 10/01/41ASSURED GUARANTY COR
Shares675.0K
Event2026-03-31
Filed2026-05-13
AXP
6.63%AMERICAN EXPRESS
Shares2.3K
Event2026-03-31
Filed2026-05-13
RLY
-1.06%STATE STREET
Shares18.6K
Event2026-03-31
Filed2026-05-13
TFLO
0.57%ISHARES TREASURY
Shares13.2K
Event2026-03-31
Filed2026-05-13
MA
12.23%MASTERCARD INCORPORATED
Shares1.3K
Event2026-03-31
Filed2026-05-13
WELL
3.73%WELLTOWER INC
Shares3.3K
Event2026-03-31
Filed2026-05-13
GEV
30.80%GE VERNOVA INC
Shares739
Event2026-03-31
Filed2026-05-13
TRV
4.09%TRAVELERS COS
Shares2.2K
Event2026-03-31
Filed2026-05-13
EFAV
10.12%ISHARES MSCI EAFE MIN VOL FACTOR ETF
Shares6.8K
Event2026-03-31
Filed2026-05-13
TMFC
-8.01%MOTLEY FOOL 100 INDEX ETF
Shares9.3K
Event2026-03-31
Filed2026-05-13
NOBL
26.98%PROSHARES S&P
Shares5.7K
Event2026-03-31
Filed2026-05-13
ESGV
0.00%VANGUARD ESG
Shares5.3K
Event2026-03-31
Filed2026-05-13
WFC
6.07%WELLS FARGO & CO
Shares7.4K
Event2026-03-31
Filed2026-05-13
INVESCO S&P
64.45%INVESCO S&P
Shares8.1K
Event2026-03-31
Filed2026-05-13
VCIT
2.59%VANGUARD INTERMEDIATE
Shares7.1K
Event2026-03-31
Filed2026-05-13
GS FIN CORP. 0 26 DUE 12/03/26
NewGS FIN CORP. 0 26 DUE 12/03/26
Shares500.0K
Event2026-03-31
Filed2026-05-13
QLTA
-8.99%ISHARES AAA
Shares12.2K
Event2026-03-31
Filed2026-05-13
PRME
28.03%PRIME MEDICINE
Shares166.0K
Event2026-03-31
Filed2026-05-13
GRAND PARKWAY TR 5.85 47TOLL TRAN DUE 10/01/47
NewGRAND PARKWAY TR 5.85 47TOLL TRAN DUE 10/01/47
Shares550.0K
Event2026-03-31
Filed2026-05-13
FBND
5.72%FIDELITY TOTAL
Shares12.5K
Event2026-03-31
Filed2026-05-13
MS
103.34%MORGAN STANLEY
Shares3.5K
Event2026-03-31
Filed2026-05-13
UITB
5.68%VICTORYSHARES CORE
Shares12.1K
Event2026-03-31
Filed2026-05-13
INTC
-1.62%INTEL CORP
Shares12.8K
Event2026-03-31
Filed2026-05-13
LINDE PLC
-1.38%LINDE PLC
Shares1.1K
Event2026-03-31
Filed2026-05-13
SPMD
7.39%STATE STREET
Shares9.5K
Event2026-03-31
Filed2026-05-13
XSOE
-1.86%WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
Shares13.5K
Event2026-03-31
Filed2026-05-13
QEFA
4.57%STATE STREET
Shares6.0K
Event2026-03-31
Filed2026-05-13
BDX
0.37%BECTON DICKINSON
Shares3.5K
Event2026-03-31
Filed2026-05-13
SCHWAB GOVERNMENT MONEY INV
NewSCHWAB GOVERNMENT MONEY INV
Shares557.4K
Event2026-03-31
Filed2026-05-13
SPTS
0.53%STATE STREET
Shares18.9K
Event2026-03-31
Filed2026-05-13
UBER
152.46%UBER TECHNOLOGIES INC
Shares7.5K
Event2026-03-31
Filed2026-05-13
EMR
58.76%EMERSON ELECTRIC
Shares4.1K
Event2026-03-31
Filed2026-05-13
NEW YORK N Y CITY T 5 43COMB TAX DUE 02/01/43
NewNEW YORK N Y CITY T 5 43COMB TAX DUE 02/01/43
Shares500.0K
Event2026-03-31
Filed2026-05-13
GILD
-11.84%GILEAD SCIENCES INC
Shares3.9K
Event2026-03-31
Filed2026-05-13
UNH
11.72%UNITEDHEALTH GROUP INC
Shares1.8K
Event2026-03-31
Filed2026-05-13
EFG
NewISHARES MSCI EAFE GROWTHETF
Shares4.6K
Event2026-03-31
Filed2026-05-13
AMAT
-1.90%APPLIED MATERIALS
Shares1.5K
Event2026-03-31
Filed2026-05-13
TLT
-0.27%ISHARES 20 YEAR TREASURY BOND ETF
Shares5.9K
Event2026-03-31
Filed2026-05-13
OUNZ
14.79%VANECK MERK
Shares11.3K
Event2026-03-31
Filed2026-05-13
CENCORA INC
46.94%CENCORA INC
Shares1.6K
Event2026-03-31
Filed2026-05-13
ARROWHEAD PHARMACEUTICAL
0.00%ARROWHEAD PHARMACEUTICAL
Shares8.0K
Event2026-03-31
Filed2026-05-13
ELV
-15.59%ELEVANCE HEALTH INC FORMERLY
Shares1.6K
Event2026-03-31
Filed2026-05-13
PFF
1.39%ISHARES PREFERRED AND INCOME SECURITIES ETF
Shares16.3K
Event2026-03-31
Filed2026-05-13
IDV
6.01%ISHARES INTL
Shares11.7K
Event2026-03-31
Filed2026-05-13
ASML
5.31%ASML HOLDING
Shares377
Event2026-03-31
Filed2026-05-13
PNC
56.65%PNC FINL SVCS GROUP INC
Shares2.4K
Event2026-03-31
Filed2026-05-13
SDOG
-6.59%ALPS SECTOR DIVIDEND DOGS ETF
Shares7.6K
Event2026-03-31
Filed2026-05-13
XNTK
0.00%STATE STREET
Shares1.9K
Event2026-03-31
Filed2026-05-13
WEC ENERGY GROUP INC
64.44%WEC ENERGY GROUP INC
Shares4.2K
Event2026-03-31
Filed2026-05-13
TFC
23.59%TRUIST FINANCIAL
Shares10.5K
Event2026-03-31
Filed2026-05-13
BF.B
7.57%BROWN FORMAN CORP CL B
Shares18.1K
Event2026-03-31
Filed2026-05-13
BLACKSTONE INC
14.30%BLACKSTONE INC
Shares4.1K
Event2026-03-31
Filed2026-05-13
CTBI
-28.55%COMMUNITY TR BANCORP INC
Shares7.3K
Event2026-03-31
Filed2026-05-13
PEBO
NewPEOPLES BANCORP INC
Shares14.4K
Event2026-03-31
Filed2026-05-13
XLI
-66.46%SELECT SECTOR SPDR TR
Shares2.9K
Event2026-03-31
Filed2026-05-13
COIN
17.38%COINBASE GLOBAL
Shares2.7K
Event2026-03-31
Filed2026-05-13
XES
0.13%STATE STREET
Shares4.0K
Event2026-03-31
Filed2026-05-13
ECL
-1.04%ECOLAB INC
Shares1.7K
Event2026-03-31
Filed2026-05-13
RAL
25.25%RALLIANT CORP
Shares11.0K
Event2026-03-31
Filed2026-05-13
BMY
2.20%BRISTOL-MYERS SQUIBB CO
Shares7.5K
Event2026-03-31
Filed2026-05-13
GSK PLC
-9.60%GSK PLC
Shares8.2K
Event2026-03-31
Filed2026-05-13
EFV
NewISHARES MSCI
Shares6.1K
Event2026-03-31
Filed2026-05-13
ADBE
81.04%ADOBE INC
Shares1.9K
Event2026-03-31
Filed2026-05-13
TXN
16.60%TEXAS INSTRS INC
Shares2.2K
Event2026-03-31
Filed2026-05-13
SCHD
14.25%SCHWAB STRATEGIC TR
Shares14.4K
Event2026-03-31
Filed2026-05-13
VLU
0.15%STATE STREET
Shares2.1K
Event2026-03-31
Filed2026-05-13
HIMS
76.70%HIMS & HERS HEALTH INC CLASS CLASS A
Shares16.3K
Event2026-03-31
Filed2026-05-13
STANLEY BLACK
21.04%STANLEY BLACK
Shares6.0K
Event2026-03-31
Filed2026-05-13
VST
-14.18%VISTRA CORP
Shares2.8K
Event2026-03-31
Filed2026-05-13
SGI
-3.35%SOMNIGROUP INTERNATIONAL
Shares5.7K
Event2026-03-31
Filed2026-05-13
TMO
-3.58%THERMO FISHER
Shares863
Event2026-03-31
Filed2026-05-13
JEPQ
58.10%JPMORGAN
Shares7.6K
Event2026-03-31
Filed2026-05-13
SHEL
NewSHELL PLC
Shares4.5K
Event2026-03-31
Filed2026-05-13
TPB
-2.02%TURNING PT BRANDS INC
Shares4.8K
Event2026-03-31
Filed2026-05-13
ATI
0.52%ATI INC
Shares2.9K
Event2026-03-31
Filed2026-05-13
CIBR
6.70%FIRST TRUST
Shares6.6K
Event2026-03-31
Filed2026-05-13
RGTI
-1.09%RIGETTI COMPUTING
Shares29.4K
Event2026-03-31
Filed2026-05-13
PANASONIC HLDGS CORP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
NewPANASONIC HLDGS CORP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares20.0K
Event2026-03-31
Filed2026-05-13
GRAYSCALE BITCOIN MINI TRUST ETF
3.00%GRAYSCALE BITCOIN MINI TRUST ETF
Shares12.8K
Event2026-03-31
Filed2026-05-13
VTEB
0.02%VANGUARD MUNICIPAL
Shares8.2K
Event2026-03-31
Filed2026-05-13
CGXU
9.30%CAPITAL GROUP
Shares13.9K
Event2026-03-31
Filed2026-05-13
AVUV
0.05%AVANTIS U S
Shares3.7K
Event2026-03-31
Filed2026-05-13
ETB
0.00%EATON VANCE
Shares28.1K
Event2026-03-31
Filed2026-05-13
SCHF
-0.01%SCHWAB INTERNATIONAL EQUITY ETF
Shares16.3K
Event2026-03-31
Filed2026-05-13
IBB
-0.04%ISHARES BIOTECHNOLOGY ETF
Shares2.4K
Event2026-03-31
Filed2026-05-13
CORP
7.63%PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND
Shares4.1K
Event2026-03-31
Filed2026-05-13
IUSB
16.83%ISHARES CORE
Shares8.6K
Event2026-03-31
Filed2026-05-13
ROCKET LAB CORP
22.91%ROCKET LAB CORP
Shares6.1K
Event2026-03-31
Filed2026-05-13
COP
0.82%CONOCOPHILLIPS
Shares2.9K
Event2026-03-31
Filed2026-05-13
WBD
-68.55%WARNER BROS DISCOVERY INCLASS SERIES A
Shares14.2K
Event2026-03-31
Filed2026-05-13
QEMM
7.70%STATE STREET
Shares5.6K
Event2026-03-31
Filed2026-05-13
MGC
0.61%VANGUARD MEGA
Shares1.6K
Event2026-03-31
Filed2026-05-13
SPBO
15.71%STATE STREET
Shares13.3K
Event2026-03-31
Filed2026-05-13
SHAK
NewSHAKE SHACK
Shares3.7K
Event2026-03-31
Filed2026-05-13
ALPS ETF TR
-6.11%ALPS ETF TR
Shares7.2K
Event2026-03-31
Filed2026-05-13
FXI
66.61%ISHARES CHINA LARGE-CAP ETF
Shares10.2K
Event2026-03-31
Filed2026-05-13
SPYI
22.65%NEOS S&P
Shares7.6K
Event2026-03-31
Filed2026-05-13
VPLS
-1.66%VANGUARD CORE
Shares4.8K
Event2026-03-31
Filed2026-05-13
FPE
36.72%FIRST TRUST
Shares20.9K
Event2026-03-31
Filed2026-05-13
APD
13.80%AIR PRODUCTS AND CHEMICALS I
Shares1.3K
Event2026-03-31
Filed2026-05-13
MDLZ
20.82%MONDELEZ INTL INC
Shares6.3K
Event2026-03-31
Filed2026-05-13
ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS
NewROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS
Shares7.2K
Event2026-03-31
Filed2026-05-13
FVC
-8.96%FIRST TR EXCHANGE TRADED FD
Shares10.3K
Event2026-03-31
Filed2026-05-13
FDN
0.00%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares1.5K
Event2026-03-31
Filed2026-05-13
PULS
28.15%PGIM ULTRA
Shares7.2K
Event2026-03-31
Filed2026-05-13
BUD
0.00%ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares4.9K
Event2026-03-31
Filed2026-05-13
YUM
0.00%YUM BRANDS INC
Shares2.3K
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC
6.19%MEDTRONIC PLC
Shares4.1K
Event2026-03-31
Filed2026-05-13
OKE
6.43%ONEOK INC
Shares3.9K
Event2026-03-31
Filed2026-05-13
AMP
0.00%AMERIPRISE FINL INC
Shares736
Event2026-03-31
Filed2026-05-13
BLCR
NewISHARES LARGE
Shares8.5K
Event2026-03-31
Filed2026-05-13
IFF
0.35%INTL FLAVOR & FRAGRANCE
Shares4.8K
Event2026-03-31
Filed2026-05-13
SCCO
-6.49%SOUTHERN COPPER
Shares2.0K
Event2026-03-31
Filed2026-05-13
NVS
2.47%NOVARTIS AG
Shares2.3K
Event2026-03-31
Filed2026-05-13
KRE
2.48%STATE STREET SPDR S&P REGIONAL BANKING ETF
Shares5.1K
Event2026-03-31
Filed2026-05-13
VBR
0.97%VANGUARD SMALL
Shares1.6K
Event2026-03-31
Filed2026-05-13
ACWV
0.00%ISHARES MSCI
Shares2.8K
Event2026-03-31
Filed2026-05-13
HDV
NewISHARES CORE
Shares2.5K
Event2026-03-31
Filed2026-05-13
BNDX
16.68%VANGUARD TOTAL
Shares7.1K
Event2026-03-31
Filed2026-05-13
ACHR
68.71%ARCHER AVIATION INC CLASS A
Shares59.6K
Event2026-03-31
Filed2026-05-13
HELO
NewJPMORGAN HEDGED
Shares5.2K
Event2026-03-31
Filed2026-05-13
RCS
7.80%PIMCO STRATEGIC INCOME FD
Shares62.5K
Event2026-03-31
Filed2026-05-13
EMLC
19.85%VANECK JPM
Shares13.3K
Event2026-03-31
Filed2026-05-13
EVRG
-15.86%EVERGY INC
Shares4.1K
Event2026-03-31
Filed2026-05-13
CEG
0.00%CONSTELLATION ENERGY
Shares1.2K
Event2026-03-31
Filed2026-05-13
HSY
2.84%HERSHEY CO
Shares1.6K
Event2026-03-31
Filed2026-05-13
BLACKROCK FDG
14.29%BLACKROCK FDG
Shares344
Event2026-03-31
Filed2026-05-13
SHOP
20.53%SHOPIFY INC FCLASS CLASS A
Shares2.7K
Event2026-03-31
Filed2026-05-13
MP
0.00%MP MATERIALS
Shares6.8K
Event2026-03-31
Filed2026-05-13
TROW
-2.43%T ROWE
Shares3.6K
Event2026-03-31
Filed2026-05-13
VIGI
3.30%VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND ETF SHARES
Shares3.6K
Event2026-03-31
Filed2026-05-13
DTCR
5.34%GLOBAL X
Shares13.3K
Event2026-03-31
Filed2026-05-13
TCAL
NewT ROWE
Shares14.3K
Event2026-03-31
Filed2026-05-13
RIO
-2.29%RIO TINTO
Shares3.4K
Event2026-03-31
Filed2026-05-13
MINT
-23.59%PIMCO EHNANCED
Shares3.2K
Event2026-03-31
Filed2026-05-13
IXUS
0.00%ISHARES CORE
Shares3.6K
Event2026-03-31
Filed2026-05-13
VNQ
26.28%VANGUARD REAL ESTATE INDEX FUND ETF SHARES
Shares3.5K
Event2026-03-31
Filed2026-05-13
CMI
21.40%CUMMINS INC
Shares573
Event2026-03-31
Filed2026-05-13
EUHY
NewISHARES GLOBAL
Shares5.8K
Event2026-03-31
Filed2026-05-13
VHT
0.90%VANGUARD HEALTH CARE INDEX FUND ETF SHARES
Shares1.1K
Event2026-03-31
Filed2026-05-13
FIS
4.01%FIDELITY NATIONAL
Shares6.5K
Event2026-03-31
Filed2026-05-13
LOGI
0.00%LOGITECH INTL
Shares3.3K
Event2026-03-31
Filed2026-05-13
SPEU
-2.50%STATE STREET
Shares5.8K
Event2026-03-31
Filed2026-05-13
VLO
NewVALERO ENERGY CORP NEW
Shares1.2K
Event2026-03-31
Filed2026-05-13
BP
-8.35%BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
Shares6.4K
Event2026-03-31
Filed2026-05-13
TGRT
-29.46%T ROWE
Shares7.6K
Event2026-03-31
Filed2026-05-13
GSLC
0.04%GOLDMAN SACHS
Shares2.4K
Event2026-03-31
Filed2026-05-13
HIG
0.88%HARTFORD INSURANCE
Shares2.2K
Event2026-03-31
Filed2026-05-13
MLPA
2.27%GLOBAL X
Shares5.4K
Event2026-03-31
Filed2026-05-13
RCL
0.00%ROYAL CARIBBEAN
Shares1.1K
Event2026-03-31
Filed2026-05-13
XLY
-19.90%STATE STREET
Shares2.7K
Event2026-03-31
Filed2026-05-13
SHW
-1.11%SHERWIN-WILLIAMS CO
Shares893
Event2026-03-31
Filed2026-05-13
AVEM
NewAVANTIS EMERGING
Shares3.6K
Event2026-03-31
Filed2026-05-13
LEU
NewCENTRUS ENERGY CORP CLASS CLASS A
Shares1.4K
Event2026-03-31
Filed2026-05-13
ALL
-29.51%ALLSTATE CORP
Shares1.4K
Event2026-03-31
Filed2026-05-13
PDP
-1.94%INVESCO EXCHANGE TRADED FD T
Shares2.3K
Event2026-03-31
Filed2026-05-13
IWF
-3.10%ISHARES RUSSELL
Shares656
Event2026-03-31
Filed2026-05-13
XEL
NewXCEL ENERGY
Shares3.5K
Event2026-03-31
Filed2026-05-13
ORLY
22.89%O REILLY AUTOMOTIVE
Shares3.0K
Event2026-03-31
Filed2026-05-13
NOC
NewNORTHROP GRUMMAN
Shares405
Event2026-03-31
Filed2026-05-13
URA
1.48%GLOBAL X
Shares5.7K
Event2026-03-31
Filed2026-05-13
BUFG
36.67%FIRST TRUST
Shares10.3K
Event2026-03-31
Filed2026-05-13
IRM
0.00%IRON MOUNTAIN
Shares2.7K
Event2026-03-31
Filed2026-05-13
ADI
-9.40%ANALOG DEVICES
Shares858
Event2026-03-31
Filed2026-05-13
CGMS
7.03%CAPITAL GROUP
Shares10.0K
Event2026-03-31
Filed2026-05-13
SPTI
17.11%STATE STREET
Shares9.5K
Event2026-03-31
Filed2026-05-13
HEI
0.00%HEICO CORP NEW
Shares1.0K
Event2026-03-31
Filed2026-05-13
MDIV
2.16%FIRST TR EXCHANGE TRADED FD
Shares16.4K
Event2026-03-31
Filed2026-05-13
TLH
NewISHARES 10-20YR
Shares2.6K
Event2026-03-31
Filed2026-05-13
AGNC
44.77%AGNC INVESTMENT
Shares26.4K
Event2026-03-31
Filed2026-05-13
FLQM
7.27%FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
Shares4.8K
Event2026-03-31
Filed2026-05-13
NEW YORK N Y CIT 5.25 52WRSR UTIL DUE 06/15/52
NewNEW YORK N Y CIT 5.25 52WRSR UTIL DUE 06/15/52
Shares250.0K
Event2026-03-31
Filed2026-05-13
GRAND RAPIDS MICH 5 49GO LTX DUE 04/01/49
NewGRAND RAPIDS MICH 5 49GO LTX DUE 04/01/49
Shares250.0K
Event2026-03-31
Filed2026-05-13
PAA
0.00%PLAINS ALL
Shares11.7K
Event2026-03-31
Filed2026-05-13
MAR
-1.49%MARRIOTT INTL
Shares795
Event2026-03-31
Filed2026-05-13
SPIP
-4.47%STATE STREET
Shares9.9K
Event2026-03-31
Filed2026-05-13
SECT
-50.40%MAIN SECTOR
Shares4.3K
Event2026-03-31
Filed2026-05-13
BROWARD CNTY FLA SC 5 41GO UTX DUE 07/01/41
NewBROWARD CNTY FLA SC 5 41GO UTX DUE 07/01/41
Shares250.0K
Event2026-03-31
Filed2026-05-13
SCHW
33.28%SCHWAB CHARLES
Shares2.7K
Event2026-03-31
Filed2026-05-13
IVOV
0.00%VANGUARD S&P
Shares2.5K
Event2026-03-31
Filed2026-05-13
VXF
-45.31%VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES
Shares1.1K
Event2026-03-31
Filed2026-05-13
SONO
7.72%SONOS INC
Shares17.1K
Event2026-03-31
Filed2026-05-13
NOV
-0.73%NOV INC
Shares13.4K
Event2026-03-31
Filed2026-05-13
BST
0.00%BLACKROCK SCIENCE
Shares6.9K
Event2026-03-31
Filed2026-05-13
UNP
0.10%UNION PACIFIC CORP
Shares1.0K
Event2026-03-31
Filed2026-05-13
USFR
0.88%WISDOMTREE FLOATING
Shares4.9K
Event2026-03-31
Filed2026-05-13
CPRT
NewCOPART INC
Shares7.4K
Event2026-03-31
Filed2026-05-13
SPHY
0.00%STATE STREET
Shares10.5K
Event2026-03-31
Filed2026-05-13
SOLV
0.19%SOLVENTUM CORP
Shares3.7K
Event2026-03-31
Filed2026-05-13
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares1.2K
Event2026-03-31
Filed2026-05-13
NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
NewNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
Shares2.4K
Event2026-03-31
Filed2026-05-13
SBUX
10.21%STARBUCKS CORP
Shares2.7K
Event2026-03-31
Filed2026-05-13
PPL
NewPPL CORP
Shares6.3K
Event2026-03-31
Filed2026-05-13
RWO
10.72%STATE STREET
Shares5.2K
Event2026-03-31
Filed2026-05-13
ISHARES LARGE
NewISHARES LARGE
Shares6.6K
Event2026-03-31
Filed2026-05-13
EBS
-1.03%EMERGENT BIOSOLUTIONS
Shares28.8K
Event2026-03-31
Filed2026-05-13
CSX
-73.10%CSX CORP
Shares5.8K
Event2026-03-31
Filed2026-05-13
AMERICAN FUNDS NEW PERSPECTIVE F2
NewAMERICAN FUNDS NEW PERSPECTIVE F2
Shares3.3K
Event2026-03-31
Filed2026-05-13
DELL
NewDELL TECHNOLOGIES
Shares1.4K
Event2026-03-31
Filed2026-05-13
WSC
0.57%WILLSCOT HOLDINGS
Shares13.6K
Event2026-03-31
Filed2026-05-13
CALM
NewCAL MAINE FOODS INC
Shares2.9K
Event2026-03-31
Filed2026-05-13
GEHC
0.22%GE HEALTHCARE
Shares3.2K
Event2026-03-31
Filed2026-05-13
CGIE
NewCAPITAL GROUP
Shares6.8K
Event2026-03-31
Filed2026-05-13
NEA
96.53%NUVEEN AMT
Shares20.4K
Event2026-03-31
Filed2026-05-13
SPMO
NewINVESCO S&P
Shares2.0K
Event2026-03-31
Filed2026-05-13
BWXT
NewBWX TECHNOLOGIES INC
Shares1.0K
Event2026-03-31
Filed2026-05-13
MSI
NewMOTOROLA SOLUTIONS
Shares516
Event2026-03-31
Filed2026-05-13
CDL
NewVICTORYSHARES US
Shares3.0K
Event2026-03-31
Filed2026-05-13
BSCQ
0.00%INVESCO BULLETSHARES
Shares11.4K
Event2026-03-31
Filed2026-05-13
PAYX
NewPAYCHEX INC
Shares2.4K
Event2026-03-31
Filed2026-05-13
IWD
NewISHARES RUSSELL
Shares1.0K
Event2026-03-31
Filed2026-05-13
BLV
0.00%VANGUARD LONG
Shares3.2K
Event2026-03-31
Filed2026-05-13
PFFD
0.05%GLOBAL X
Shares12.0K
Event2026-03-31
Filed2026-05-13
CALF
-4.16%PACER U S
Shares4.9K
Event2026-03-31
Filed2026-05-13
BEN
0.17%FRANKLIN RESOURCES
Shares9.3K
Event2026-03-31
Filed2026-05-13
NXPI
-17.94%NXP SEMICONDUCTORS N V F
Shares773
Event2026-03-31
Filed2026-05-13
FE
NewFIRSTENERGY CORP
Shares4.3K
Event2026-03-31
Filed2026-05-13
FFLC
NewFIDELITY FUNDAMENTAL
Shares4.3K
Event2026-03-31
Filed2026-05-13
AGG
0.18%ISHARES CORE
Shares2.2K
Event2026-03-31
Filed2026-05-13
PPG
NewPPG INDUSTRIES
Shares2.0K
Event2026-03-31
Filed2026-05-13
KVUE
-1.31%KENVUE INC
Shares12.5K
Event2026-03-31
Filed2026-05-13
STATE STREET
-0.80%STATE STREET
Shares2.2K
Event2026-03-31
Filed2026-05-13
UTG
NewREAVES UTILITY
Shares5.4K
Event2026-03-31
Filed2026-05-13
ILMN
0.00%ILLUMINA INC
Shares1.7K
Event2026-03-31
Filed2026-05-13
SBIO
0.00%ALPS MEDICAL
Shares4.0K
Event2026-03-31
Filed2026-05-13
ADSK
NewAUTODESK INC
Shares873
Event2026-03-31
Filed2026-05-13
WINN
-0.66%HARBOR LONG
Shares7.5K
Event2026-03-31
Filed2026-05-13
RSG
0.00%REPUBLIC SERVICES
Shares944
Event2026-03-31
Filed2026-05-13
HLN
0.00%HALEON PLC
Shares20.6K
Event2026-03-31
Filed2026-05-13
FGD
NewFIRST TRUST
Shares6.4K
Event2026-03-31
Filed2026-05-13
SPHQ
-0.55%INVESCO S&P
Shares2.7K
Event2026-03-31
Filed2026-05-13
IUSV
NewISHARES CORE
Shares2.0K
Event2026-03-31
Filed2026-05-13
EL
5.78%ESTEE LAUDER
Shares2.8K
Event2026-03-31
Filed2026-05-13
PYPL
NewPAYPAL HOLDINGS
Shares4.5K
Event2026-03-31
Filed2026-05-13
DAL
-1.81%DELTA AIR LINES INC DEL
Shares3.0K
Event2026-03-31
Filed2026-05-13
SMH
NewVANECK SEMICONDUCTOR
Shares523
Event2026-03-31
Filed2026-05-13
BB
-0.36%BLACKBERRY LTD
Shares55.9K
Event2026-03-31
Filed2026-05-13
HTGC
0.00%HERCULES CAPITAL
Shares12.2K
Event2026-03-31
Filed2026-05-13
F
-14.09%FORD MOTOR
Shares15.1K
Event2026-03-31
Filed2026-05-13
BLUEROCK PRIVATE
NewBLUEROCK PRIVATE
Shares10.0K
Event2026-03-31
Filed2026-05-13
FSK
-6.96%FS KKR
Shares15.4K
Event2026-03-31
Filed2026-05-13
CRBU
0.00%CARIBOU BIOSCIENCES
Shares80.5K
Event2026-03-31
Filed2026-05-13
LUMN
-15.52%LUMEN TECHNOLOGIES
Shares21.8K
Event2026-03-31
Filed2026-05-13
METCB
1.39%RAMACO RESOURCES
Shares14.8K
Event2026-03-31
Filed2026-05-13
RQI
0.05%COHEN & STEERS
Shares10.6K
Event2026-03-31
Filed2026-05-13
BGB
-3.48%BLACKSTONE STRATEGIC
Shares11.1K
Event2026-03-31
Filed2026-05-13
PCN
0.00%PIMCO CORPORATE
Shares10.0K
Event2026-03-31
Filed2026-05-13
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