Sponsored

The Analysis of Keystone Financial Group, Inc.'s Holdings & P&L

Currently, Keystone Financial Group, Inc. holds 134 types of securities in its portfolio with a total value $192.4M. In the most recent quarter, they have increased their positions in VPLS (+91.4K shares, valued at $7.1M), VCRM (+27.7K shares, valued at $2.1M), DFSD (+42.7K shares, valued at $2.0M); decreased their positions in BRTR (-58.9K shares, valued at $3.0M), NEAR (-54.3K shares, valued at $2.8M), MEAR (-35.9K shares, valued at $1.8M); initiated new positions in VBIL (+3.4K shares, valued at $254.6K), N/A (+150 shares, valued at $74.6K), N/A (+277 shares, valued at $23.9K).

1M P&L

+3.0M+1.53%

3M P&L

-540.4K-0.27%

HY P&L

+8.9M+4.62%

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/A178.6M

93.3%

2Banks - Regional8.5M

4.5%

3Drug Manufacturers - General969.4K

0.5%

Top Industries by Stock Count

1N/A79 stocks

64.8%

2Drug Manufacturers - General4 stocks

3.3%

3Banks - Regional3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST606.3K shares-4.42%2026-03-312026-04-21

VPLS VANGUARD MALVERN FDS272.9K shares50.36%2026-03-312026-04-21

SGOV ISHARES TR180.2K shares-4.88%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR391.6K shares1.67%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS48.5K shares1.94%2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS102.7K shares0.44%2026-03-312026-04-21

VSDM VANGUARD MUN BD FDS112.1K shares25.37%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST236.7K shares20.27%2026-03-312026-04-21

Sponsored

DFSD DIMENSIONAL ETF TRUST161.0K shares36.12%2026-03-312026-04-21

FBK FB FINL CORP134.2K shares-16.65%2026-03-312026-04-21

INMU BLACKROCK ETF TRUST II281.9K shares5.57%2026-03-312026-04-21

DFAC DIMENSIONAL ETF TRUST151.3K shares-5.04%2026-03-312026-04-21

VCRM VANGUARD MUN BD FDS59.7K shares86.50%2026-03-312026-04-21

VSDB VANGUARD MALVERN FDS48.3K shares43.15%2026-03-312026-04-21

SHV ISHARES TR33.3K shares0.40%2026-03-312026-04-21

EMLP FIRST TR EXCHANGE-TRADED FD81.7K shares-0.98%2026-03-312026-04-21

Sponsored

DFAW DIMENSIONAL ETF TRUST36.6K shares45.41%2026-03-312026-04-21

USRT ISHARES TR42.0K shares-0.56%2026-03-312026-04-21

ITOT ISHARES TR15.9K shares-12.43%2026-03-312026-04-21

MEAR ISHARES U S ETF TR43.9K shares-44.95%2026-03-312026-04-21

VLUE ISHARES TR11.2K shares-2.86%2026-03-312026-04-21

IEFA ISHARES TR16.6K shares0.00%2026-03-312026-04-21

VTI VANGUARD INDEX FDS4.5K shares129.58%2026-03-312026-04-21

IXUS ISHARES TR13.4K shares-43.04%2026-03-312026-04-21

Sponsored

SPTM SPDR SERIES TRUST14.3K shares-3.88%2026-03-312026-04-21

ISTB ISHARES TR23.2K shares4.29%2026-03-312026-04-21

TFC TRUIST FINL CORP21.8K shares0.35%2026-03-312026-04-21

IJR ISHARES TR8.0K shares-7.01%2026-03-312026-04-21

IEMG ISHARES INC11.7K shares-0.86%2026-03-312026-04-21

VTV VANGUARD INDEX FDS4.1K shares0.27%2026-03-312026-04-21

BRTR BLACKROCK ETF TRUST II15.8K shares-78.87%2026-03-312026-04-21

SCHY SCHWAB STRATEGIC TR19.4K shares-7.33%2026-03-312026-04-21

Sponsored

NVDA NVIDIA CORPORATION3.5K shares-0.14%2026-03-312026-04-21

MTUM ISHARES TR2.4K shares-1.54%2026-03-312026-04-21

UCB UNITED CMNTY BKS BLAIRSVLE G18.1K shares-1.21%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.2K shares0.16%2026-03-312026-04-21

SLV ISHARES SILVER TR7.6K shares69.70%2026-03-312026-04-21

USMV ISHARES TR4.7K shares-16.50%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.6K shares0.38%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL756 shares0.00%2026-03-312026-04-21

Sponsored

DFSU DIMENSIONAL ETF TRUST8.5K shares1.32%2026-03-312026-04-21

IGSB ISHARES TR6.3K shares0.75%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC1.1K shares0.26%2026-03-312026-04-21

AMGN AMGEN INC912 shares0.44%2026-03-312026-04-21

PFEB INNOVATOR ETFS TRUST8.0K shares-38.99%2026-03-312026-04-21

MSFT MICROSOFT CORP779 shares0.00%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.4K shares0.33%2026-03-312026-04-21

SO SOUTHERN CO2.9K shares0.45%2026-03-312026-04-21

Sponsored

ENFR ALPS ETF TR7.0K shares11.54%2026-03-312026-04-21

VBIL VANGUARD INSTL INDEX FD3.4K sharesnew addition2026-03-312026-04-21

JAJL INNOVATOR ETFS TRUST8.6K shares-86.40%2026-03-312026-04-21

ABBV ABBVIE INC1.1K shares0.26%2026-03-312026-04-21

CSCO CISCO SYS INC3.0K shares-11.21%2026-03-312026-04-21

IUSG ISHARES TR1.4K shares0.07%2026-03-312026-04-21

ATO ATMOS ENERGY CORP1.1K shares0.53%2026-03-312026-04-21

NEAR ISHARES U S ETF TR3.8K shares-93.46%2026-03-312026-04-21

Sponsored

IWF ISHARES TR452 shares0.00%2026-03-312026-04-21

IUSV ISHARES TR1.8K shares0.40%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS3.6K shares-31.76%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC204 shares-12.45%2026-03-312026-04-21

HON HONEYWELL INTL INC687 shares0.59%2026-03-312026-04-21

RBLD FIRST TR EXCHANGE-TRADED FD1.8K shares-4.46%2026-03-312026-04-21

IJH ISHARES TR2.2K shares0.00%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN877 shares0.34%2026-03-312026-04-21

Sponsored

VNQ VANGUARD INDEX FDS1.5K shares0.99%2026-03-312026-04-21

MMM 3M CO910 shares0.55%2026-03-312026-04-21

TXN TEXAS INSTRS INC621 shares0.49%2026-03-312026-04-21

SUSL ISHARES TR1.1K shares0.00%2026-03-312026-04-21

ZALT INNOVATOR ETFS TRUST3.3K shares-74.24%2026-03-312026-04-21

HYDB ISHARES TR2.0K shares-10.21%2026-03-312026-04-21

DFEM DIMENSIONAL ETF TRUST2.7K shares0.15%2026-03-312026-04-21

EMR EMERSON ELEC CO675 shares0.30%2026-03-312026-04-21

Sponsored

PDEC INNOVATOR ETFS TRUST1.8K shares-81.42%2026-03-312026-04-21

LINDE PLC LINDE PLC150 sharesnew addition2026-03-312026-04-21

GLD SPDR GOLD TR164 shares0.61%2026-03-312026-04-21

ERET ISHARES TR2.6K shares2.69%2026-03-312026-04-21

PEP PEPSICO INC453 shares0.00%2026-03-312026-04-21

DFSE DIMENSIONAL ETF TRUST1.6K shares0.12%2026-03-312026-04-21

PG PROCTER & GAMBLE CO474 shares0.00%2026-03-312026-04-21

DGRW WISDOMTREE TR745 shares0.27%2026-03-312026-04-21

Sponsored

MEDTRONIC PLC MEDTRONIC PLC741 shares0.00%2026-03-312026-04-21

AAPL APPLE INC246 shares-74.11%2026-03-312026-04-21

VB VANGUARD INDEX FDS236 shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP352 shares0.57%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR371 shares0.27%2026-03-312026-04-21

HD HOME DEPOT INC145 shares0.69%2026-03-312026-04-21

TQQQ PROSHARES TR1.1K shares0.18%2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST1.2K shares0.16%2026-03-312026-04-21

Sponsored

VEA VANGUARD TAX-MANAGED FDS677 shares0.15%2026-03-312026-04-21

VSGX VANGUARD WORLD FD600 shares0.00%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP437 shares0.00%2026-03-312026-04-21

NRG NRG ENERGY INC243 shares0.41%2026-03-312026-04-21

EOG EOG RES INC231 shares0.87%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP110 shares0.00%2026-03-312026-04-21

WMT WALMART INC242 shares0.00%2026-03-312026-04-21

DFSI DIMENSIONAL ETF TRUST697 shares0.29%2026-03-312026-04-21

Sponsored

RGTI RIGETTI COMPUTING INC2.0K shares0.00%2026-03-312026-04-21

TSLA TESLA INC75 shares0.00%2026-03-312026-04-21

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET816 shares0.00%2026-03-312026-04-21

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC277 sharesnew addition2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR787 shares0.13%2026-03-312026-04-21

DGRO ISHARES TR305 shares0.00%2026-03-312026-04-21

T AT&T INC717 shares0.00%2026-03-312026-04-21

BAI BLACKROCK ETF TRUST601 shares16.70%2026-03-312026-04-21

Sponsored

LIF LIFE360 INC470 shares-31.69%2026-03-312026-04-21

IOT SAMSARA INC600 shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC132 shares0.76%2026-03-312026-04-21

MOAT VANECK ETF TRUST150 shares0.00%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS271 shares0.74%2026-03-312026-04-21

GEV GE VERNOVA INC14 sharesnew addition2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR20 shares33.33%2026-03-312026-04-21

IFRA ISHARES TR169 shares0.60%2026-03-312026-04-21

Sponsored

SMH VANECK ETF TRUST25 shares0.00%2026-03-312026-04-21

PFE PFIZER INC313 shares1.62%2026-03-312026-04-21

QLYS QUALYS INC79 sharesnew addition2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF173 shares0.00%2026-03-312026-04-21

WBD WARNER BROS DISCOVERY INC173 shares0.00%2026-03-312026-04-21

ITA ISHARES TR19 sharesnew addition2026-03-312026-04-21

CPNG COUPANG INC200 shares0.00%2026-03-312026-04-21

LIT GLOBAL X FDS50 shares0.00%2026-03-312026-04-21

Sponsored

FPX FIRST TR EXCHANGE-TRADED FD23 shares9.52%2026-03-312026-04-21

ROCKET LAB CORP ROCKET LAB CORP54 sharesnew addition2026-03-312026-04-21

IMCG ISHARES TR40 shares0.00%2026-03-312026-04-21

DRI DARDEN RESTAURANTS INC15 shares0.00%2026-03-312026-04-21

AAMI ACADIAN ASSET MANAGEMENT INC45 shares0.00%2026-03-312026-04-21

FTXL FIRST TR EXCHANGE TRADED FD16 shares0.00%2026-03-312026-04-21

GME GAMESTOP CORP60 shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE4 shares0.00%2026-03-312026-04-21

Sponsored

LOGI LOGITECH INTL S A5 shares0.00%2026-03-312026-04-21

NKE NIKE INC4 shares0.00%2026-03-312026-04-21

XOVR ENTREPRENEURSHARES SERIES TR11 shares0.00%2026-03-312026-04-21

LUCID GROUP INC LUCID GROUP INC8 shares0.00%2026-03-312026-04-21

SCHZ SCHWAB STRATEGIC TR1 shares0.00%2026-03-312026-04-21

GAMESTOP CORP NEW GAMESTOP CORP NEW6 shares0.00%2026-03-312026-04-21

DFAU

DIMENSIONAL ETF TRUST

-4.42%

Shares606.3K

Event2026-03-31

Filed2026-04-21

VPLS

VANGUARD MALVERN FDS

50.36%

Shares272.9K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR

-4.88%

Shares180.2K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

1.67%

Shares391.6K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

1.94%

Shares48.5K

Event2026-03-31

Filed2026-04-21

VIGI

VANGUARD WHITEHALL FDS

0.44%

Shares102.7K

Event2026-03-31

Filed2026-04-21

VSDM

VANGUARD MUN BD FDS

25.37%

Shares112.1K

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL ETF TRUST

20.27%

Shares236.7K

Event2026-03-31

Filed2026-04-21

DFSD

DIMENSIONAL ETF TRUST

36.12%

Shares161.0K

Event2026-03-31

Filed2026-04-21

FBK

FB FINL CORP

-16.65%

Shares134.2K

Event2026-03-31

Filed2026-04-21

INMU

BLACKROCK ETF TRUST II

5.57%

Shares281.9K

Event2026-03-31

Filed2026-04-21

DFAC

DIMENSIONAL ETF TRUST

-5.04%

Shares151.3K

Event2026-03-31

Filed2026-04-21

VCRM

VANGUARD MUN BD FDS

86.50%

Shares59.7K

Event2026-03-31

Filed2026-04-21

VSDB

VANGUARD MALVERN FDS

43.15%

Shares48.3K

Event2026-03-31

Filed2026-04-21

SHV

ISHARES TR

0.40%

Shares33.3K

Event2026-03-31

Filed2026-04-21

EMLP

FIRST TR EXCHANGE-TRADED FD

-0.98%

Shares81.7K

Event2026-03-31

Filed2026-04-21

DFAW

DIMENSIONAL ETF TRUST

45.41%

Shares36.6K

Event2026-03-31

Filed2026-04-21

USRT

ISHARES TR

-0.56%

Shares42.0K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR

-12.43%

Shares15.9K

Event2026-03-31

Filed2026-04-21

MEAR

ISHARES U S ETF TR

-44.95%

Shares43.9K

Event2026-03-31

Filed2026-04-21

VLUE

ISHARES TR

-2.86%

Shares11.2K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

129.58%

Shares4.5K

Event2026-03-31

Filed2026-04-21

IXUS

ISHARES TR

-43.04%

Shares13.4K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

-3.88%

Shares14.3K

Event2026-03-31

Filed2026-04-21

ISTB

ISHARES TR

4.29%

Shares23.2K

Event2026-03-31

Filed2026-04-21

TFC

TRUIST FINL CORP

0.35%

Shares21.8K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

-7.01%

Shares8.0K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

-0.86%

Shares11.7K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

0.27%

Shares4.1K

Event2026-03-31

Filed2026-04-21

BRTR

BLACKROCK ETF TRUST II

-78.87%

Shares15.8K

Event2026-03-31

Filed2026-04-21

SCHY

SCHWAB STRATEGIC TR

-7.33%

Shares19.4K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-0.14%

Shares3.5K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

-1.54%

Shares2.4K

Event2026-03-31

Filed2026-04-21

UCB

UNITED CMNTY BKS BLAIRSVLE G

-1.21%

Shares18.1K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

0.16%

Shares1.2K

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TR

69.70%

Shares7.6K

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR

-16.50%

Shares4.7K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.38%

Shares1.6K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares756

Event2026-03-31

Filed2026-04-21

DFSU

DIMENSIONAL ETF TRUST

1.32%

Shares8.5K

Event2026-03-31

Filed2026-04-21

IGSB

ISHARES TR

0.75%

Shares6.3K

Event2026-03-31

Filed2026-04-21

TRV

TRAVELERS COMPANIES INC

0.26%

Shares1.1K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.44%

Shares912

Event2026-03-31

Filed2026-04-21

PFEB

INNOVATOR ETFS TRUST

-38.99%

Shares8.0K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.00%

Shares779

Event2026-03-31

Filed2026-04-21

WEC ENERGY GROUP INC

0.33%

Shares2.4K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

0.45%

Shares2.9K

Event2026-03-31

Filed2026-04-21

ENFR

ALPS ETF TR

11.54%

Shares7.0K

Event2026-03-31

Filed2026-04-21

VBIL

VANGUARD INSTL INDEX FD

New

Shares3.4K

Event2026-03-31

Filed2026-04-21

JAJL

INNOVATOR ETFS TRUST

-86.40%

Shares8.6K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

0.26%

Shares1.1K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-11.21%

Shares3.0K

Event2026-03-31

Filed2026-04-21

IUSG

ISHARES TR

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-21

ATO

ATMOS ENERGY CORP

0.53%

Shares1.1K

Event2026-03-31

Filed2026-04-21

NEAR

ISHARES U S ETF TR

-93.46%

Shares3.8K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

0.00%

Shares452

Event2026-03-31

Filed2026-04-21

IUSV

ISHARES TR

0.40%

Shares1.8K

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

-31.76%

Shares3.6K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

-12.45%

Shares204

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

0.59%

Shares687

Event2026-03-31

Filed2026-04-21

RBLD

FIRST TR EXCHANGE-TRADED FD

-4.46%

Shares1.8K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

ICE

INTERCONTINENTAL EXCHANGE IN

0.34%

Shares877

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

0.99%

Shares1.5K

Event2026-03-31

Filed2026-04-21

MMM

3M CO

0.55%

Shares910

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC

0.49%

Shares621

Event2026-03-31

Filed2026-04-21

SUSL

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

ZALT

INNOVATOR ETFS TRUST

-74.24%

Shares3.3K

Event2026-03-31

Filed2026-04-21

HYDB

ISHARES TR

-10.21%

Shares2.0K

Event2026-03-31

Filed2026-04-21

DFEM

DIMENSIONAL ETF TRUST

0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO

0.30%

Shares675

Event2026-03-31

Filed2026-04-21

PDEC

INNOVATOR ETFS TRUST

-81.42%

Shares1.8K

Event2026-03-31

Filed2026-04-21

LINDE PLC

New

Shares150

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

0.61%

Shares164

Event2026-03-31

Filed2026-04-21

ERET

ISHARES TR

2.69%

Shares2.6K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

0.00%

Shares453

Event2026-03-31

Filed2026-04-21

DFSE

DIMENSIONAL ETF TRUST

0.12%

Shares1.6K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

0.00%

Shares474

Event2026-03-31

Filed2026-04-21

DGRW

WISDOMTREE TR

0.27%

Shares745

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC

0.00%

Shares741

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-74.11%

Shares246

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares236

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.57%

Shares352

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

0.27%

Shares371

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

0.69%

Shares145

Event2026-03-31

Filed2026-04-21

TQQQ

PROSHARES TR

0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-21

DFIC

DIMENSIONAL ETF TRUST

0.16%

Shares1.2K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

0.15%

Shares677

Event2026-03-31

Filed2026-04-21

VSGX

VANGUARD WORLD FD

0.00%

Shares600

Event2026-03-31

Filed2026-04-21

KMB

KIMBERLY-CLARK CORP

0.00%

Shares437

Event2026-03-31

Filed2026-04-21

NRG

NRG ENERGY INC

0.41%

Shares243

Event2026-03-31

Filed2026-04-21

EOG

EOG RES INC

0.87%

Shares231

Event2026-03-31

Filed2026-04-21

NSC

NORFOLK SOUTHN CORP

0.00%

Shares110

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

0.00%

Shares242

Event2026-03-31

Filed2026-04-21

DFSI

DIMENSIONAL ETF TRUST

0.29%

Shares697

Event2026-03-31

Filed2026-04-21

RGTI

RIGETTI COMPUTING INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

0.00%

Shares75

Event2026-03-31

Filed2026-04-21

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares816

Event2026-03-31

Filed2026-04-21

PINNACLE FINL PARTNERS INC

New

Shares277

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

0.13%

Shares787

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

0.00%

Shares305

Event2026-03-31

Filed2026-04-21

AT&T INC

0.00%

Shares717

Event2026-03-31

Filed2026-04-21

BAI

BLACKROCK ETF TRUST

16.70%

Shares601

Event2026-03-31

Filed2026-04-21

LIF

LIFE360 INC

-31.69%

Shares470

Event2026-03-31

Filed2026-04-21

IOT

SAMSARA INC

0.00%

Shares600

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

0.76%

Shares132

Event2026-03-31

Filed2026-04-21

MOAT

VANECK ETF TRUST

0.00%

Shares150

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

0.74%

Shares271

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

New

Shares14

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

33.33%

Shares20

Event2026-03-31

Filed2026-04-21

IFRA

ISHARES TR

0.60%

Shares169

Event2026-03-31

Filed2026-04-21

SMH

VANECK ETF TRUST

0.00%

Shares25

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

1.62%

Shares313

Event2026-03-31

Filed2026-04-21

QLYS

QUALYS INC

New

Shares79

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares173

Event2026-03-31

Filed2026-04-21

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares173

Event2026-03-31

Filed2026-04-21

ITA

ISHARES TR

New

Shares19

Event2026-03-31

Filed2026-04-21

CPNG

COUPANG INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-21

LIT

GLOBAL X FDS

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

FPX

FIRST TR EXCHANGE-TRADED FD

9.52%

Shares23

Event2026-03-31

Filed2026-04-21

ROCKET LAB CORP

New

Shares54

Event2026-03-31

Filed2026-04-21

IMCG

ISHARES TR

0.00%

Shares40

Event2026-03-31

Filed2026-04-21

DRI

DARDEN RESTAURANTS INC

0.00%

Shares15

Event2026-03-31

Filed2026-04-21

AAMI

ACADIAN ASSET MANAGEMENT INC

0.00%

Shares45

Event2026-03-31

Filed2026-04-21

FTXL

FIRST TR EXCHANGE TRADED FD

0.00%

Shares16

Event2026-03-31

Filed2026-04-21

GME

GAMESTOP CORP

0.00%

Shares60

Event2026-03-31

Filed2026-04-21

GE AEROSPACE

0.00%

Shares4

Event2026-03-31

Filed2026-04-21

LOGI

LOGITECH INTL S A

0.00%

Shares5

Event2026-03-31

Filed2026-04-21

NKE

NIKE INC

0.00%

Shares4

Event2026-03-31

Filed2026-04-21

XOVR

ENTREPRENEURSHARES SERIES TR

0.00%

Shares11

Event2026-03-31

Filed2026-04-21

LUCID GROUP INC

0.00%

Shares8

Event2026-03-31

Filed2026-04-21

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares1

Event2026-03-31

Filed2026-04-21

GAMESTOP CORP NEW

0.00%

Shares6

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available