The Analysis of Legacy Advisors, LLC's Holdings & P&L


Currently, Legacy Advisors, LLC holds 279 types of securities in its portfolio with a total value $848.2M. In the most recent quarter, they have increased their positions in N/A (+27.0K shares, valued at $16.2M), VYMI (+55.4K shares, valued at $5.2M), IJR (+33.7K shares, valued at $4.2M); decreased their positions in MTZ (-286.8K shares, valued at $92.3M), IVV (-2.8K shares, valued at $1.8M), AAPL (-4.6K shares, valued at $1.2M); initiated new positions in BSV (+9.2K shares, valued at $722.2K), IXUS (+7.1K shares, valued at $614.7K), COWZ (+4.8K shares, valued at $303.0K).


1M P&L
-28.4M-2.64%
3M P&L
-75.7M-6.73%
HY P&L
+395.3K+0.04%

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/A459.8M
60.3%
2Software - Application33.7M
4.4%
3Consumer Electronics31.0M
4.1%

Top Industries by Stock Count

1N/A85 stocks
32.6%
2Software - Application14 stocks
5.4%
3Banks - Regional10 stocks
3.8%
Stock Holdings
QLTY
GMO ETF TRUST
1.03%
Shares3.5M
Event2026-03-31
Filed2026-05-05
IJR
ISHARES TR
12.47%
Shares304.0K
Event2026-03-31
Filed2026-05-05
IVV
ISHARES TR
-4.66%
Shares56.7K
Event2026-03-31
Filed2026-05-05
IWB
ISHARES TR
-0.04%
Shares89.3K
Event2026-03-31
Filed2026-05-05
AAPL
APPLE INC
-3.64%
Shares122.0K
Event2026-03-31
Filed2026-05-05
MTZ
MASTEC INC
-75.32%
Shares94.0K
Event2026-03-31
Filed2026-05-05
VANGUARD INDEX FDS
VANGUARD INDEX FDS
116.03%
Shares50.4K
Event2026-03-31
Filed2026-05-05
SPY
STATE STR SPDR S&P 500 ETF T
0.11%
Shares39.9K
Event2026-03-31
Filed2026-05-05
GQGU
ADVISORS INNER CIRCLE FD III
14.68%
Shares958.1K
Event2026-03-31
Filed2026-05-05
IWR
ISHARES TR
0.57%
Shares212.1K
Event2026-03-31
Filed2026-05-05
META
META PLATFORMS INC
0.12%
Shares29.2K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
-3.74%
Shares56.8K
Event2026-03-31
Filed2026-05-05
VERX
VERTEX INC
-0.00%
Shares1.3M
Event2026-03-31
Filed2026-05-05
XLK
SELECT SECTOR SPDR TR
-0.11%
Shares102.7K
Event2026-03-31
Filed2026-05-05
VTI
VANGUARD INDEX FDS
7.42%
Shares41.3K
Event2026-03-31
Filed2026-05-05
AMZN
AMAZON COM INC
-0.30%
Shares61.8K
Event2026-03-31
Filed2026-05-05
MSFT
MICROSOFT CORP
2.61%
Shares32.5K
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.79%
Shares23.3K
Event2026-03-31
Filed2026-05-05
NVDA
NVIDIA CORPORATION
-2.56%
Shares57.1K
Event2026-03-31
Filed2026-05-05
MDY
STATE STR SPDR S&P MIDCAP 40
0.06%
Shares15.9K
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TR
INVESCO QQQ TR
2.19%
Shares16.9K
Event2026-03-31
Filed2026-05-05
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares238.4K
Event2026-03-31
Filed2026-05-05
AMTM
AMENTUM HOLDINGS INC
-7.64%
Shares9.1M
Event2026-03-31
Filed2026-05-05
VXUS
VANGUARD STAR FDS
-2.11%
Shares115.2K
Event2026-03-31
Filed2026-05-05
OEF
ISHARES TR
0.00%
Shares27.4K
Event2026-03-31
Filed2026-05-05
JNJ
JOHNSON & JOHNSON
4.92%
Shares35.3K
Event2026-03-31
Filed2026-05-05
VYMI
VANGUARD WHITEHALL FDS
176.79%
Shares86.8K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
-0.55%
Shares29.3K
Event2026-03-31
Filed2026-05-05
UBER
UBER TECHNOLOGIES INC
-0.05%
Shares100.0K
Event2026-03-31
Filed2026-05-05
IWF
ISHARES TR
-1.03%
Shares16.0K
Event2026-03-31
Filed2026-05-05
BSY
BENTLEY SYS INC
0.17%
Shares194.3K
Event2026-03-31
Filed2026-05-05
SCHD
SCHWAB STRATEGIC TR
1.10%
Shares207.5K
Event2026-03-31
Filed2026-05-05
FULT
FULTON FINL CORP PA
0.00%
Shares281.1K
Event2026-03-31
Filed2026-05-05
TSLA
TESLA INC
3.56%
Shares14.3K
Event2026-03-31
Filed2026-05-05
VYM
VANGUARD WHITEHALL FDS
1.25%
Shares34.9K
Event2026-03-31
Filed2026-05-05
JPM
JPMORGAN CHASE & CO
-4.16%
Shares16.8K
Event2026-03-31
Filed2026-05-05
RBLX
ROBLOX CORP
1.03%
Shares87.1K
Event2026-03-31
Filed2026-05-05
EPD
ENTERPRISE PRODS PARTNERS L
0.72%
Shares118.2K
Event2026-03-31
Filed2026-05-05
MCD
MCDONALDS CORP
-0.79%
Shares13.3K
Event2026-03-31
Filed2026-05-05
VO
VANGUARD INDEX FDS
-4.26%
Shares12.7K
Event2026-03-31
Filed2026-05-05
GLD
SPDR GOLD TR
-0.03%
Shares7.8K
Event2026-03-31
Filed2026-05-05
ABBV
ABBVIE INC
-2.72%
Shares15.2K
Event2026-03-31
Filed2026-05-05
MELI
MERCADOLIBRE INC
0.75%
Shares1.9K
Event2026-03-31
Filed2026-05-05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.32%
Shares9.5K
Event2026-03-31
Filed2026-05-05
SDY
SPDR SERIES TRUST
-0.53%
Shares21.6K
Event2026-03-31
Filed2026-05-05
XOM
EXXON MOBIL CORP
-0.95%
Shares18.4K
Event2026-03-31
Filed2026-05-05
VB
VANGUARD INDEX FDS
-8.48%
Shares9.8K
Event2026-03-31
Filed2026-05-05
XLP
SELECT SECTOR SPDR TR
9.51%
Shares31.2K
Event2026-03-31
Filed2026-05-05
BROADCOM INC
BROADCOM INC
7.04%
Shares8.0K
Event2026-03-31
Filed2026-05-05
WMB
WILLIAMS COS INC
-13.95%
Shares31.7K
Event2026-03-31
Filed2026-05-05
GSLC
GOLDMAN SACHS ETF TR
0.54%
Shares18.1K
Event2026-03-31
Filed2026-05-05
VUG
VANGUARD INDEX FDS
54.45%
Shares5.1K
Event2026-03-31
Filed2026-05-05
COST
COSTCO WHOLESALE CORPORATION
-4.04%
Shares2.1K
Event2026-03-31
Filed2026-05-05
HCA
HCA HEALTHCARE INC
-0.50%
Shares4.2K
Event2026-03-31
Filed2026-05-05
ET
ENERGY TRANSFER L P
-6.58%
Shares101.7K
Event2026-03-31
Filed2026-05-05
VV
VANGUARD INDEX FDS
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-05
ABT
ABBOTT LABORATORIES
-4.15%
Shares18.7K
Event2026-03-31
Filed2026-05-05
PNC
PNC FINL SVCS GROUP INC
-0.25%
Shares9.1K
Event2026-03-31
Filed2026-05-05
PEP
PEPSICO INC
-0.23%
Shares11.4K
Event2026-03-31
Filed2026-05-05
IVW
ISHARES TR
0.00%
Shares15.6K
Event2026-03-31
Filed2026-05-05
IWM
ISHARES TR
-6.66%
Shares7.1K
Event2026-03-31
Filed2026-05-05
APH
AMPHENOL CORP
0.74%
Shares13.7K
Event2026-03-31
Filed2026-05-05
BAC
BANK AMERICA CORP
-1.74%
Shares34.7K
Event2026-03-31
Filed2026-05-05
LLY
ELI LILLY & CO
-18.17%
Shares1.8K
Event2026-03-31
Filed2026-05-05
V
VISA INC
-10.15%
Shares5.3K
Event2026-03-31
Filed2026-05-05
VTV
VANGUARD INDEX FDS
16.08%
Shares8.0K
Event2026-03-31
Filed2026-05-05
IWD
ISHARES TR
0.00%
Shares7.3K
Event2026-03-31
Filed2026-05-05
ITOT
ISHARES TR
0.00%
Shares10.9K
Event2026-03-31
Filed2026-05-05
AMGN
AMGEN INC
-1.41%
Shares4.4K
Event2026-03-31
Filed2026-05-05
EFA
ISHARES TR
0.00%
Shares15.5K
Event2026-03-31
Filed2026-05-05
ISRG
INTUITIVE SURGICAL INC
-0.03%
Shares3.2K
Event2026-03-31
Filed2026-05-05
CVX
CHEVRON CORPORATION
-7.08%
Shares7.2K
Event2026-03-31
Filed2026-05-05
NFLX
NETFLIX INC.
-0.91%
Shares15.4K
Event2026-03-31
Filed2026-05-05
ACWX
ISHARES TR
-3.57%
Shares21.4K
Event2026-03-31
Filed2026-05-05
EFX
EQUIFAX INC
1.39%
Shares8.0K
Event2026-03-31
Filed2026-05-05
IJH
ISHARES TR
1.49%
Shares21.0K
Event2026-03-31
Filed2026-05-05
NSC
NORFOLK SOUTHN CORP
-0.24%
Shares4.9K
Event2026-03-31
Filed2026-05-05
NVR
NVR INC
0.47%
Shares212
Event2026-03-31
Filed2026-05-05
BABA
ALIBABA GROUP HLDG LTD
-0.04%
Shares11.0K
Event2026-03-31
Filed2026-05-05
VTEB
VANGUARD MUN BD FDS
12.01%
Shares27.7K
Event2026-03-31
Filed2026-05-05
IVE
ISHARES TR
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-05
MA
MASTERCARD INCORPORATED
-8.67%
Shares2.7K
Event2026-03-31
Filed2026-05-05
AMAT
APPLIED MATLS INC
-2.02%
Shares3.9K
Event2026-03-31
Filed2026-05-05
AXP
AMERICAN EXPRESS CO
0.09%
Shares4.4K
Event2026-03-31
Filed2026-05-05
IBIT
ISHARES BITCOIN TRUST ETF
35.60%
Shares34.1K
Event2026-03-31
Filed2026-05-05
XLV
SELECT SECTOR SPDR TR
-23.89%
Shares8.8K
Event2026-03-31
Filed2026-05-05
SPOT
SPOTIFY TECHNOLOGY S A
0.42%
Shares2.6K
Event2026-03-31
Filed2026-05-05
LAM RESEARCH CORP
LAM RESEARCH CORP
-1.17%
Shares5.9K
Event2026-03-31
Filed2026-05-05
GWW
WW GRAINGER INC
-0.79%
Shares1.1K
Event2026-03-31
Filed2026-05-05
VENTURE GLOBAL INC
VENTURE GLOBAL INC
0.11%
Shares77.4K
Event2026-03-31
Filed2026-05-05
BND
VANGUARD BD INDEX FDS
61.36%
Shares16.4K
Event2026-03-31
Filed2026-05-05
HD
HOME DEPOT INC
-6.43%
Shares3.6K
Event2026-03-31
Filed2026-05-05
ORCL
ORACLE CORP
-7.90%
Shares7.8K
Event2026-03-31
Filed2026-05-05
DIS
DISNEY WALT CO
-4.50%
Shares11.9K
Event2026-03-31
Filed2026-05-05
SPHQ
INVESCO EXCHANGE TRADED FD T
0.00%
Shares15.0K
Event2026-03-31
Filed2026-05-05
VTWO
VANGUARD SCOTTSDALE FDS
-0.98%
Shares11.1K
Event2026-03-31
Filed2026-05-05
EMR
EMERSON ELEC CO
-0.05%
Shares8.4K
Event2026-03-31
Filed2026-05-05
GEV
GE VERNOVA INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-05
NNE
NANO NUCLEAR ENERGY INC
0.00%
Shares53.5K
Event2026-03-31
Filed2026-05-05
PFS
PROVIDENT FINL SVCS INC
0.00%
Shares51.7K
Event2026-03-31
Filed2026-05-05
CNO
CNO FINL GROUP INC
-2.29%
Shares26.4K
Event2026-03-31
Filed2026-05-05
JAAA
JANUS DETROIT STR TR
4.85%
Shares21.3K
Event2026-03-31
Filed2026-05-05
HIMS
HIMS & HERS HEALTH INC
-0.03%
Shares51.6K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE
GE AEROSPACE
15.08%
Shares3.6K
Event2026-03-31
Filed2026-05-05
WMT
WALMART INC
1.61%
Shares8.0K
Event2026-03-31
Filed2026-05-05
NJR
NEW JERSEY RES CORP
0.00%
Shares17.9K
Event2026-03-31
Filed2026-05-05
PG
PROCTER & GAMBLE CO
-4.75%
Shares6.9K
Event2026-03-31
Filed2026-05-05
WTM
WHITE MTNS INS GROUP LTD
0.00%
Shares450
Event2026-03-31
Filed2026-05-05
MERCK & CO INC
MERCK & CO INC
-0.09%
Shares8.1K
Event2026-03-31
Filed2026-05-05
CMCSA
COMCAST CORP NEW
2.31%
Shares33.9K
Event2026-03-31
Filed2026-05-05
GCOR
GOLDMAN SACHS ETF TR
1.03%
Shares23.1K
Event2026-03-31
Filed2026-05-05
VGT
VANGUARD WORLD FD
0.07%
Shares1.4K
Event2026-03-31
Filed2026-05-05
USEP
INNOVATOR ETFS TRUST
-24.17%
Shares24.2K
Event2026-03-31
Filed2026-05-05
ACGL
ARCH CAP GROUP LTD
2.11%
Shares9.8K
Event2026-03-31
Filed2026-05-05
ASML
ASML HLDG NV
-2.08%
Shares707
Event2026-03-31
Filed2026-05-05
PM
PHILIP MORRIS INTL INC
8.47%
Shares5.5K
Event2026-03-31
Filed2026-05-05
EQIX
EQUINIX INC
1.54%
Shares923
Event2026-03-31
Filed2026-05-05
VIG
VANGUARD SPECIALIZED FUNDS
63.02%
Shares4.1K
Event2026-03-31
Filed2026-05-05
CMPR
CIMPRESS PLC
-0.13%
Shares11.9K
Event2026-03-31
Filed2026-05-05
ULTA
ULTA BEAUTY INC
-0.06%
Shares1.5K
Event2026-03-31
Filed2026-05-05
TFC
TRUIST FINL CORP
-14.32%
Shares17.1K
Event2026-03-31
Filed2026-05-05
NOW
SERVICENOW INC
-7.33%
Shares7.4K
Event2026-03-31
Filed2026-05-05
PFE
PFIZER INC
9.93%
Shares26.9K
Event2026-03-31
Filed2026-05-05
GIL
GILDAN ACTIVEWEAR INC
0.00%
Shares13.4K
Event2026-03-31
Filed2026-05-05
SBUX
STARBUCKS CORP
-3.93%
Shares8.3K
Event2026-03-31
Filed2026-05-05
TJX
TJX COS INC NEW
8.05%
Shares4.6K
Event2026-03-31
Filed2026-05-05
BSV
VANGUARD BD INDEX FDS
New
Shares9.2K
Event2026-03-31
Filed2026-05-05
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
35.00%
Shares3.7K
Event2026-03-31
Filed2026-05-05
HON
HONEYWELL INTL INC
-3.46%
Shares3.1K
Event2026-03-31
Filed2026-05-05
TOST
TOAST INC
12.03%
Shares26.3K
Event2026-03-31
Filed2026-05-05
CAT
CATERPILLAR INC
0.72%
Shares983
Event2026-03-31
Filed2026-05-05
MKL
MARKEL GROUP INC
-1.63%
Shares363
Event2026-03-31
Filed2026-05-05
DE
DEERE & CO
-10.07%
Shares1.2K
Event2026-03-31
Filed2026-05-05
BLACKSTONE INC
BLACKSTONE INC
-7.70%
Shares6.0K
Event2026-03-31
Filed2026-05-05
BA
BOEING CO
-2.40%
Shares3.4K
Event2026-03-31
Filed2026-05-05
RGA
REINSURANCE GROUP AMER INC
-2.84%
Shares3.3K
Event2026-03-31
Filed2026-05-05
EZU
ISHARES INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-05
EW
EDWARDS LIFESCIENCES CORP
-0.59%
Shares7.8K
Event2026-03-31
Filed2026-05-05
IXUS
ISHARES TR
New
Shares7.1K
Event2026-03-31
Filed2026-05-05
STBA
S & T BANCORP INC
0.00%
Shares14.5K
Event2026-03-31
Filed2026-05-05
SNPS
SYNOPSYS INC
-0.98%
Shares1.5K
Event2026-03-31
Filed2026-05-05
RTX
RTX CORPORATION
8.89%
Shares3.1K
Event2026-03-31
Filed2026-05-05
QUAL
ISHARES TR
15.49%
Shares3.1K
Event2026-03-31
Filed2026-05-05
VHT
VANGUARD WORLD FD
-7.18%
Shares2.2K
Event2026-03-31
Filed2026-05-05
ENVA
ENOVA INTL INC
-0.07%
Shares4.3K
Event2026-03-31
Filed2026-05-05
AMD
ADVANCED MICRO DEVICES INC
1.18%
Shares2.8K
Event2026-03-31
Filed2026-05-05
MMC
MARSH & MCLENNAN COS INC
9.34%
Shares3.3K
Event2026-03-31
Filed2026-05-05
THE CIGNA GROUP
THE CIGNA GROUP
2.82%
Shares2.1K
Event2026-03-31
Filed2026-05-05
CSCO
CISCO SYS INC
-3.22%
Shares7.3K
Event2026-03-31
Filed2026-05-05
EATON CORP PLC
EATON CORP PLC
0.19%
Shares1.6K
Event2026-03-31
Filed2026-05-05
VZ
VERIZON COMMUNICATIONS INC
7.62%
Shares11.1K
Event2026-03-31
Filed2026-05-05
CTVA
CORTEVA INC
-0.12%
Shares6.5K
Event2026-03-31
Filed2026-05-05
MPLX
MPLX LP
0.00%
Shares9.3K
Event2026-03-31
Filed2026-05-05
UPS
UNITED PARCEL SVCS INC
2.04%
Shares5.3K
Event2026-03-31
Filed2026-05-05
NML
NEUBERGER ENGY INFRSTR & INC
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-05
IWP
ISHARES TR
-9.07%
Shares4.0K
Event2026-03-31
Filed2026-05-05
HBAN
HUNTINGTON BANCSHARES INC
-0.08%
Shares32.2K
Event2026-03-31
Filed2026-05-05
URA
GLOBAL X FDS
0.00%
Shares10.4K
Event2026-03-31
Filed2026-05-05
IWN
ISHARES TR
-10.00%
Shares2.7K
Event2026-03-31
Filed2026-05-05
CRM
SALESFORCE INC
-17.94%
Shares2.6K
Event2026-03-31
Filed2026-05-05
FI
FISERV INC
1.85%
Shares8.8K
Event2026-03-31
Filed2026-05-05
BDX
BECTON DICKINSON & CO
-2.04%
Shares3.1K
Event2026-03-31
Filed2026-05-05
UNP
UNION PAC CORP
-1.90%
Shares2.0K
Event2026-03-31
Filed2026-05-05
MU
MICRON TECHNOLOGY INC
-51.13%
Shares1.4K
Event2026-03-31
Filed2026-05-05
CDNS
CADENCE DESIGN SYSTEM INC
-11.19%
Shares1.7K
Event2026-03-31
Filed2026-05-05
VGK
VANGUARD INTL EQUITY INDEX F
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-05
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-1.95%
Shares4.7K
Event2026-03-31
Filed2026-05-05
WFC
WELLS FARGO & CO
-5.60%
Shares5.8K
Event2026-03-31
Filed2026-05-05
SPSM
SPDR SERIES TRUST
0.00%
Shares9.5K
Event2026-03-31
Filed2026-05-05
AMT
AMERICAN TOWER CORP
-1.55%
Shares2.6K
Event2026-03-31
Filed2026-05-05
BMY
BRISTOL-MYERS SQUIBB CO
0.63%
Shares7.3K
Event2026-03-31
Filed2026-05-05
GM
GENERAL MTRS CO
3.04%
Shares5.9K
Event2026-03-31
Filed2026-05-05
MS
MORGAN STANLEY
-3.31%
Shares2.7K
Event2026-03-31
Filed2026-05-05
APD
AIR PRODUCTS AND CHEMICALS I
-3.24%
Shares1.5K
Event2026-03-31
Filed2026-05-05
WM
WASTE MGMT INC DEL
-12.42%
Shares1.9K
Event2026-03-31
Filed2026-05-05
IWC
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-05
IEFA
ISHARES TR
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-05
PEG
PUBLIC SVC ENTERPRISE GROUP
2.34%
Shares5.1K
Event2026-03-31
Filed2026-05-05
GS
GOLDMAN SACHS GROUP INC
0.84%
Shares479
Event2026-03-31
Filed2026-05-05
VEA
VANGUARD TAX-MANAGED FDS
-1.61%
Shares6.3K
Event2026-03-31
Filed2026-05-05
ORLY
OREILLY AUTOMOTIVE INC
-0.37%
Shares4.3K
Event2026-03-31
Filed2026-05-05
IBM
INTERNATIONAL BUSINESS MACHS
-41.16%
Shares1.6K
Event2026-03-31
Filed2026-05-05
OKLO
OKLO INC
-0.41%
Shares8.0K
Event2026-03-31
Filed2026-05-05
IGM
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-05
LINDE PLC
LINDE PLC
3.55%
Shares788
Event2026-03-31
Filed2026-05-05
KLAC
KLA CORP
-9.97%
Shares262
Event2026-03-31
Filed2026-05-05
IYM
ISHARES TR
0.27%
Shares2.2K
Event2026-03-31
Filed2026-05-05
NVS
NOVARTIS AG
-0.67%
Shares2.5K
Event2026-03-31
Filed2026-05-05
BN
BROOKFIELD CORP
3.02%
Shares9.3K
Event2026-03-31
Filed2026-05-05
DFAS
DIMENSIONAL ETF TRUST
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-05
GIGB
GOLDMAN SACHS ETF TR
0.95%
Shares7.8K
Event2026-03-31
Filed2026-05-05
ZS
ZSCALER INC
-2.19%
Shares2.5K
Event2026-03-31
Filed2026-05-05
DHR
DANAHER CORP DEL
-21.72%
Shares1.9K
Event2026-03-31
Filed2026-05-05
CAH
CARDINAL HEALTH INC
31.97%
Shares1.7K
Event2026-03-31
Filed2026-05-05
SCHX
SCHWAB STRATEGIC TR
0.29%
Shares13.2K
Event2026-03-31
Filed2026-05-05
QGRW
WISDOMTREE TR
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-05
TMUS
T-MOBILE US INC
33.28%
Shares1.6K
Event2026-03-31
Filed2026-05-05
CME
CME GROUP INC
0.09%
Shares1.1K
Event2026-03-31
Filed2026-05-05
STZ
CONSTELLATION BRANDS INC
5.12%
Shares2.2K
Event2026-03-31
Filed2026-05-05
PANW
PALO ALTO NETWORKS INC
-8.33%
Shares2.0K
Event2026-03-31
Filed2026-05-05
FICO
FAIR ISAAC CORP
0.33%
Shares302
Event2026-03-31
Filed2026-05-05
PLTR
PALANTIR TECHNOLOGIES INC
-3.02%
Shares2.2K
Event2026-03-31
Filed2026-05-05
VFC
V F CORP
4.07%
Shares18.8K
Event2026-03-31
Filed2026-05-05
PPL
PPL CORP
-6.39%
Shares8.3K
Event2026-03-31
Filed2026-05-05
TM
TOYOTA MOTOR CORP
-0.46%
Shares1.5K
Event2026-03-31
Filed2026-05-05
DDOG
DATADOG INC
0.08%
Shares2.7K
Event2026-03-31
Filed2026-05-05
GSIE
GOLDMAN SACHS ETF TR
-17.88%
Shares7.3K
Event2026-03-31
Filed2026-05-05
TMO
THERMO FISHER SCIENTIFIC INC
-9.54%
Shares635
Event2026-03-31
Filed2026-05-05
COWZ
PACER FDS TR
New
Shares4.8K
Event2026-03-31
Filed2026-05-05
USB
US BANCORP
-1.86%
Shares5.7K
Event2026-03-31
Filed2026-05-05
TXN
TEXAS INSTRS INC
-5.16%
Shares1.5K
Event2026-03-31
Filed2026-05-05
UNH
UNITEDHEALTH GROUP INC
-16.26%
Shares1.1K
Event2026-03-31
Filed2026-05-05
T
AT&T INC
0.21%
Shares10.1K
Event2026-03-31
Filed2026-05-05
IXC
ISHARES TR
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-05
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-05
KO
COCA COLA CO
-4.10%
Shares3.5K
Event2026-03-31
Filed2026-05-05
MPC
MARATHON PETE CORP
New
Shares1.1K
Event2026-03-31
Filed2026-05-05
IXN
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-05
ADP
AUTOMATIC DATA PROCESSING IN
New
Shares1.3K
Event2026-03-31
Filed2026-05-05
VBR
VANGUARD INDEX FDS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-05
PAYX
PAYCHEX INC
New
Shares2.9K
Event2026-03-31
Filed2026-05-05
CPRT
COPART INC
-0.63%
Shares8.0K
Event2026-03-31
Filed2026-05-05
QCOM
QUALCOMM INC
-3.92%
Shares2.1K
Event2026-03-31
Filed2026-05-05
GTIP
GOLDMAN SACHS ETF TR
4.46%
Shares5.3K
Event2026-03-31
Filed2026-05-05
IYH
ISHARES TR
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-05
KKR & CO INC
KKR & CO INC
16.93%
Shares2.8K
Event2026-03-31
Filed2026-05-05
IWV
ISHARES TR
0.14%
Shares704
Event2026-03-31
Filed2026-05-05
AEM
AGNICO EAGLE MINES LTD
New
Shares1.3K
Event2026-03-31
Filed2026-05-05
TRGP
TARGA RES CORP
-5.79%
Shares1.0K
Event2026-03-31
Filed2026-05-05
MCO
MOODYS CORP
-26.30%
Shares583
Event2026-03-31
Filed2026-05-05
G
GENPACT LIMITED
4.00%
Shares6.8K
Event2026-03-31
Filed2026-05-05
CFG
CITIZENS FINL GROUP INC
9.79%
Shares4.2K
Event2026-03-31
Filed2026-05-05
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-05
VFH
VANGUARD WORLD FD
1.28%
Shares2.1K
Event2026-03-31
Filed2026-05-05
FFIC
FLUSHING FINL CORP
0.28%
Shares16.0K
Event2026-03-31
Filed2026-05-05
IWS
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-05
PHR
PHREESIA INC
0.67%
Shares29.2K
Event2026-03-31
Filed2026-05-05
MAR
MARRIOTT INTL INC NEW
New
Shares747
Event2026-03-31
Filed2026-05-05
BKU
BANKUNITED INC
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-05
VRSK
VERISK ANALYTICS INC
-0.77%
Shares1.3K
Event2026-03-31
Filed2026-05-05
ICLR
ICON PLC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-05
CMI
CUMMINS INC
-3.00%
Shares452
Event2026-03-31
Filed2026-05-05
DVY
ISHARES TR
-16.89%
Shares1.6K
Event2026-03-31
Filed2026-05-05
AIG
AMERICAN INTL GROUP INC
-0.53%
Shares3.2K
Event2026-03-31
Filed2026-05-05
VLUE
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-05
CRWD
CROWDSTRIKE HLDGS INC
-21.84%
Shares612
Event2026-03-31
Filed2026-05-05
SO
SOUTHERN CO
-8.01%
Shares2.5K
Event2026-03-31
Filed2026-05-05
GEM
GOLDMAN SACHS ETF TR
-7.68%
Shares5.5K
Event2026-03-31
Filed2026-05-05
VNQ
VANGUARD INDEX FDS
-3.04%
Shares2.6K
Event2026-03-31
Filed2026-05-05
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-05
GSEU
GOLDMAN SACHS ETF TR
0.29%
Shares5.2K
Event2026-03-31
Filed2026-05-05
VST
VISTRA CORP
New
Shares1.5K
Event2026-03-31
Filed2026-05-05
KMB
KIMBERLY-CLARK CORP
-14.02%
Shares2.3K
Event2026-03-31
Filed2026-05-05
IWO
ISHARES TR
-15.17%
Shares727
Event2026-03-31
Filed2026-05-05
DY
DYCOM INDS INC
-0.88%
Shares673
Event2026-03-31
Filed2026-05-05
HUBS
HUBSPOT INC
8.11%
Shares933
Event2026-03-31
Filed2026-05-05
PRIM
PRIMORIS SVCS CORP
New
Shares1.6K
Event2026-03-31
Filed2026-05-05
NATL
NCR ATLEOS CORPORATION
New
Shares5.0K
Event2026-03-31
Filed2026-05-05
BWXT
BWX TECHNOLOGIES INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-05
VGLT
VANGUARD SCOTTSDALE FDS
6.07%
Shares3.8K
Event2026-03-31
Filed2026-05-05
AME
AMETEK INC
New
Shares985
Event2026-03-31
Filed2026-05-05
PH
PARKER-HANNIFIN CORP
-3.72%
Shares233
Event2026-03-31
Filed2026-05-05
MO
ALTRIA GROUP INC
-30.01%
Shares3.2K
Event2026-03-31
Filed2026-05-05
SHOP
SHOPIFY INC
-1.24%
Shares1.8K
Event2026-03-31
Filed2026-05-05
MSCI
MSCI INC
6.34%
Shares386
Event2026-03-31
Filed2026-05-05
ZTS
ZOETIS INC
3.11%
Shares1.8K
Event2026-03-31
Filed2026-05-05
TDY
TELEDYNE TECHNOLOGIES INC
New
Shares332
Event2026-03-31
Filed2026-05-05
F
FORD MTR CO
New
Shares17.2K
Event2026-03-31
Filed2026-05-05
NCNO
NCINO INC
New
Shares10.5K
Event2026-03-31
Filed2026-05-05
SMR
NUSCALE PWR CORP
-0.31%
Shares13.1K
Event2026-03-31
Filed2026-05-05
CION
CION INVT CORP
New
Shares17.0K
Event2026-03-31
Filed2026-05-05
OWL
BLUE OWL CAPITAL INC
New
Shares12.0K
Event2026-03-31
Filed2026-05-05
STLA
STELLANTIS N.V
New
Shares12.3K
Event2026-03-31
Filed2026-05-05
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
0.59%
Shares10.7K
Event2026-03-31
Filed2026-05-05
PPSI
PIONEER PWR SOLUTIONS INC
0.00%
Shares16.0K
Event2026-03-31
Filed2026-05-05
SANG
SANGOMA TECHNOLOGIES CORP
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-05
WIT
WIPRO LTD
-33.02%
Shares14.1K
Event2026-03-31
Filed2026-05-05
SEED
ORIGIN AGRITECH LIMITED
0.00%
Shares20.8K
Event2026-03-31
Filed2026-05-05
NPWR
NET POWER INC
0.00%
Shares16.4K
Event2026-03-31
Filed2026-05-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available