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The Analysis of Legacy Private Trust Co.'s Holdings & P&L

Currently, Legacy Private Trust Co. holds 257 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in LLY (+3.5K shares, valued at $3.3M), LQD (+21.0K shares, valued at $2.3M), XLK (+14.6K shares, valued at $1.9M); decreased their positions in AGG (-30.8K shares, valued at $3.1M), VTI (-7.5K shares, valued at $2.4M), IUSG (-14.6K shares, valued at $2.3M); initiated new positions in N/A (+42.2K shares, valued at $1.7M), BSMV (+60.5K shares, valued at $1.3M), N/A (+3.5K shares, valued at $1.2M).

1M P&L

+49.7M+3.10%

3M P&L

+57.3M+3.59%

HY P&L

+119.7M+7.80%

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/A1.1B

70.3%

2Semiconductors49.5M

3.3%

3Consumer Electronics48.2M

3.2%

Top Industries by Stock Count

1N/A122 stocks

52.4%

2Drug Manufacturers - General6 stocks

2.6%

3Semiconductors6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR330.5K shares-0.75%2026-03-312026-04-07

VTI VANGUARD INDEX FDS487.4K shares-1.51%2026-03-312026-04-07

VEA VANGUARD TAX-MANAGED FDS1.1M shares-1.90%2026-03-312026-04-07

SPTM SPDR SERIES TRUST886.0K shares-0.76%2026-03-312026-04-07

AAPL APPLE INC189.7K shares-1.51%2026-03-312026-04-07

NVDA NVIDIA CORPORATION252.3K shares-3.37%2026-03-312026-04-07

VXF VANGUARD INDEX FDS168.4K shares-2.79%2026-03-312026-04-07

ALPHABET INC ALPHABET INC117.2K shares-2.95%2026-03-312026-04-07

Sponsored

SCHB SCHWAB STRATEGIC TR1.3M shares-3.79%2026-03-312026-04-07

BROADCOM INC BROADCOM INC91.7K shares1.00%2026-03-312026-04-07

BND VANGUARD BD INDEX FDS371.0K shares1.37%2026-03-312026-04-07

BOND PIMCO ETF TR294.0K shares-0.09%2026-03-312026-04-07

MSFT MICROSOFT CORP71.5K shares-1.10%2026-03-312026-04-07

JMBS JANUS DETROIT STR TR575.3K shares5.56%2026-03-312026-04-07

VWO VANGUARD INTL EQUITY INDEX F459.6K shares3.11%2026-03-312026-04-07

JPM JPMORGAN CHASE & CO76.4K shares-1.79%2026-03-312026-04-07

Sponsored

VXUS VANGUARD STAR FDS291.0K shares-2.20%2026-03-312026-04-07

AGG ISHARES TR215.8K shares-12.49%2026-03-312026-04-07

AMZN AMAZON COM INC95.4K shares-2.27%2026-03-312026-04-07

ACWX ISHARES TR231.2K shares-6.20%2026-03-312026-04-07

LLY ELI LILLY & CO14.4K shares32.70%2026-03-312026-04-07

WMT WALMART INC101.1K shares-10.77%2026-03-312026-04-07

META META PLATFORMS INC21.6K shares-4.54%2026-03-312026-04-07

IBTI ISHARES TR548.1K shares-0.04%2026-03-312026-04-07

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD619.0K shares-11.58%2026-03-312026-04-07

IBTJ ISHARES TR537.3K shares2.46%2026-03-312026-04-07

VANGUARD INDEX FDS VANGUARD INDEX FDS19.1K shares-0.28%2026-03-312026-04-07

WFC WELLS FARGO & CO142.1K shares5.12%2026-03-312026-04-07

IBTK ISHARES TR545.5K shares-6.40%2026-03-312026-04-07

UNP UNION PAC CORP42.9K shares-7.27%2026-03-312026-04-07

MA MASTERCARD INCORPORATED19.5K shares1.00%2026-03-312026-04-07

MCK MCKESSON CORP11.1K shares-5.36%2026-03-312026-04-07

Sponsored

LQD ISHARES TR86.3K shares32.13%2026-03-312026-04-07

IDEV ISHARES TR112.6K shares-4.37%2026-03-312026-04-07

BSCR INVESCO EXCH TRD SLF IDX FD475.1K shares8.93%2026-03-312026-04-07

SCHX SCHWAB STRATEGIC TR361.3K shares2.48%2026-03-312026-04-07

SPHQ INVESCO EXCHANGE TRADED FD T122.5K shares-1.82%2026-03-312026-04-07

GS GOLDMAN SACHS GROUP INC10.9K shares-0.83%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON36.3K shares-8.53%2026-03-312026-04-07

SCHF 1SCHWAB STRATEGIC TR355.5K shares-0.61%2026-03-312026-04-07

Sponsored

IBTL ISHARES TR428.2K shares14.37%2026-03-312026-04-07

COST COSTCO WHOLESALE CORPORATION8.7K shares-3.75%2026-03-312026-04-07

CVX CHEVRON CORPORATION41.3K shares-14.08%2026-03-312026-04-07

MUB ISHARES TR80.3K shares-4.92%2026-03-312026-04-07

IBTM ISHARES TR340.1K shares12.56%2026-03-312026-04-07

GE AEROSPACE GE AEROSPACE27.4K shares-5.11%2026-03-312026-04-07

NOBL PROSHARES TR72.3K shares-5.27%2026-03-312026-04-07

ITOT ISHARES TR49.1K shares-2.84%2026-03-312026-04-07

Sponsored

TLT ISHARES TR80.0K shares24.73%2026-03-312026-04-07

ABBV ABBVIE INC31.6K shares1.19%2026-03-312026-04-07

IJR ISHARES TR54.9K shares-2.72%2026-03-312026-04-07

ASB ASSOCIATED BANC-CORP261.3K shares0.00%2026-03-312026-04-07

LOW LOWES COS INC26.8K shares-3.78%2026-03-312026-04-07

XLK SELECT SECTOR SPDR TR47.5K shares44.37%2026-03-312026-04-07

JMEE J P MORGAN EXCHANGE TRADED F93.3K shares1.85%2026-03-312026-04-07

TSLA TESLA INC16.6K shares-0.91%2026-03-312026-04-07

Sponsored

SCHD SCHWAB STRATEGIC TR194.9K shares-1.65%2026-03-312026-04-07

COP CONOCOPHILLIPS44.4K shares-12.70%2026-03-312026-04-07

XLU SELECT SECTOR SPDR TR123.1K shares-0.64%2026-03-312026-04-07

LINDE PLC LINDE PLC11.3K shares-6.47%2026-03-312026-04-07

XOM EXXON MOBIL CORP32.6K shares-6.77%2026-03-312026-04-07

TMO THERMO FISHER SCIENTIFIC INC10.8K shares-0.87%2026-03-312026-04-07

TJX TJX COS INC NEW32.5K shares-4.24%2026-03-312026-04-07

RSPT INVESCO EXCHANGE TRADED FD T114.6K shares-7.50%2026-03-312026-04-07

Sponsored

BAC BANK AMERICA CORP105.9K shares-3.59%2026-03-312026-04-07

EVIM MORGAN STANLEY ETF TRUST88.8K shares11.06%2026-03-312026-04-07

V VISA INC15.0K shares1.45%2026-03-312026-04-07

JPST J P MORGAN EXCHANGE TRADED F89.6K shares-7.99%2026-03-312026-04-07

IBTH ISHARES TR199.5K shares-14.94%2026-03-312026-04-07

XLRE SELECT SECTOR SPDR TR108.2K shares-3.30%2026-03-312026-04-07

PH PARKER-HANNIFIN CORP4.9K shares-7.13%2026-03-312026-04-07

MUNI PIMCO ETF TR83.4K shares78.50%2026-03-312026-04-07

Sponsored

OVL LISTED FDS TR86.2K shares1.24%2026-03-312026-04-07

PANW PALO ALTO NETWORKS INC26.6K shares10.10%2026-03-312026-04-07

AMP AMERIPRISE FINL INC9.5K shares-13.83%2026-03-312026-04-07

NFLX NETFLIX INC.43.8K shares23.87%2026-03-312026-04-07

IJH ISHARES TR61.0K shares-15.14%2026-03-312026-04-07

CGMU CAPITAL GRP FIXED INCM ETF T149.2K shares64.44%2026-03-312026-04-07

CSM PROSHARES TR53.9K shares-3.37%2026-03-312026-04-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.4K shares-0.05%2026-03-312026-04-07

Sponsored

ALPHABET INC ALPHABET INC13.7K shares4.18%2026-03-312026-04-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T78.9K shares-9.91%2026-03-312026-04-07

UBER UBER TECHNOLOGIES INC51.8K shares-11.67%2026-03-312026-04-07

MCD MCDONALDS CORP11.3K shares-2.54%2026-03-312026-04-07

UNH UNITEDHEALTH GROUP INC12.5K shares-8.30%2026-03-312026-04-07

BA BOEING CO16.9K shares-4.26%2026-03-312026-04-07

BSMU INVESCO EXCH TRD SLF IDX FD146.9K shares17.79%2026-03-312026-04-07

HD HOME DEPOT INC9.4K shares-0.62%2026-03-312026-04-07

Sponsored

KMB KIMBERLY-CLARK CORP31.2K shares-2.68%2026-03-312026-04-07

XLB SELECT SECTOR SPDR TR59.9K shares-11.41%2026-03-312026-04-07

DHR DANAHER CORP DEL15.3K shares-12.37%2026-03-312026-04-07

JEPI J P MORGAN EXCHANGE TRADED F50.9K shares-7.35%2026-03-312026-04-07

TXN TEXAS INSTRS INC14.5K shares-15.62%2026-03-312026-04-07

NIC NICOLET BANKSHARES INC19.0K shares-7.06%2026-03-312026-04-07

CRM SALESFORCE INC15.0K shares156.22%2026-03-312026-04-07

BSMQ INVESCO EXCH TRD SLF IDX FD117.6K shares21.06%2026-03-312026-04-07

Sponsored

CSCO CISCO SYS INC35.7K shares-11.38%2026-03-312026-04-07

USMV ISHARES TR29.5K shares-31.00%2026-03-312026-04-07

PG PROCTER & GAMBLE CO17.8K shares-2.47%2026-03-312026-04-07

USB US BANCORP49.2K shares-0.00%2026-03-312026-04-07

EMR EMERSON ELEC CO19.3K shares-6.60%2026-03-312026-04-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T53.7K shares-29.50%2026-03-312026-04-07

BLACKROCK INC BLACKROCK INC2.5K shares13.08%2026-03-312026-04-07

ABT ABBOTT LABORATORIES23.1K shares10.19%2026-03-312026-04-07

Sponsored

FI FISERV INC40.6K shares-41.94%2026-03-312026-04-07

GVI ISHARES TR20.8K shares-20.60%2026-03-312026-04-07

DIS DISNEY WALT CO22.6K shares-8.08%2026-03-312026-04-07

EDV VANGUARD WORLD FD32.5K shares-42.29%2026-03-312026-04-07

MO ALTRIA GROUP INC31.2K shares-0.97%2026-03-312026-04-07

MERCK & CO INC MERCK & CO INC17.1K shares-5.82%2026-03-312026-04-07

MTUM ISHARES TR8.5K shares-14.96%2026-03-312026-04-07

IYW ISHARES TR11.2K shares-1.80%2026-03-312026-04-07

Sponsored

BSMT INVESCO EXCH TRD SLF IDX FD87.4K shares49.70%2026-03-312026-04-07

ORCL ORACLE CORP13.6K shares156.65%2026-03-312026-04-07

DVY ISHARES TR13.2K shares-14.58%2026-03-312026-04-07

PEG PUBLIC SVC ENTERPRISE GROUP24.0K shares-11.85%2026-03-312026-04-07

SPDW SPDR INDEX SHS FDS42.3K shares-4.79%2026-03-312026-04-07

BBAG J P MORGAN EXCHANGE TRADED F41.2K shares-0.28%2026-03-312026-04-07

MMM 3M CO13.0K shares-16.15%2026-03-312026-04-07

VV VANGUARD INDEX FDS6.3K shares0.00%2026-03-312026-04-07

Sponsored

ARKK ARK ETF TR27.7K shares-0.05%2026-03-312026-04-07

ECL ECOLAB INC7.0K shares3.54%2026-03-312026-04-07

GLW CORNING INC13.5K shares12.39%2026-03-312026-04-07

IYR 1ISHARES TR18.8K shares-3.27%2026-03-312026-04-07

BSMW INVESCO EXCH TRD SLF IDX FD69.8K shares167.99%2026-03-312026-04-07

NEE NEXTERA ENERGY INC18.4K shares4.63%2026-03-312026-04-07

PGR PROGRESSIVE CORP8.6K shares67.22%2026-03-312026-04-07

RSPD INVESCO EXCHANGE TRADED FD T31.5K shares-7.01%2026-03-312026-04-07

Sponsored

AMCOR PLC AMCOR PLC42.2K sharesnew addition2026-03-312026-04-07

SPSM SPDR SERIES TRUST34.6K shares0.14%2026-03-312026-04-07

BKAG BNY MELLON ETF TRUST38.6K shares-4.77%2026-03-312026-04-07

BSSX INVESCO EXCH TRD SLF IDX FD63.8K shares150.78%2026-03-312026-04-07

AMGN AMGEN INC4.6K shares-26.23%2026-03-312026-04-07

JMST J P MORGAN EXCHANGE TRADED F31.5K shares-53.03%2026-03-312026-04-07

CAT CATERPILLAR INC2.3K shares1.21%2026-03-312026-04-07

CB CHUBB LTD SWITZ4.8K shares-15.43%2026-03-312026-04-07

Sponsored

RTX RTX CORPORATION7.9K shares-1.24%2026-03-312026-04-07

QCOM QUALCOMM INC11.2K shares-0.62%2026-03-312026-04-07

KO COCA COLA CO18.9K shares2.27%2026-03-312026-04-07

PEP PEPSICO INC9.1K shares-0.02%2026-03-312026-04-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.3K shares-58.03%2026-03-312026-04-07

BSMR INVESCO EXCH TRD SLF IDX FD57.5K shares74.26%2026-03-312026-04-07

TLH ISHARES TR13.5K shares0.00%2026-03-312026-04-07

BSMS INVESCO EXCH TRD SLF IDX FD57.1K shares75.97%2026-03-312026-04-07

Sponsored

IEI ISHARES TR10.9K shares-25.44%2026-03-312026-04-07

SPY STATE STR SPDR S&P 500 ETF T2.0K shares-35.60%2026-03-312026-04-07

MTD 1METTLER TOLEDO INTERNATIONAL1.0K shares-21.76%2026-03-312026-04-07

BSMV INVESCO EXCH TRD SLF IDX FD60.5K sharesnew addition2026-03-312026-04-07

EATON CORP PLC EATON CORP PLC3.5K sharesnew addition2026-03-312026-04-07

BKNG BOOKING HOLDINGS INC296 shares-23.71%2026-03-312026-04-07

AZO AUTOZONE INC368 shares-6.84%2026-03-312026-04-07

WEC ENERGY GROUP INC WEC ENERGY GROUP INC10.7K shares0.00%2026-03-312026-04-07

Sponsored

XLE SELECT SECTOR SPDR TR19.3K shares32.54%2026-03-312026-04-07

IWB ISHARES TR3.3K shares0.00%2026-03-312026-04-07

ZROZ PIMCO ETF TR17.1K shares-33.30%2026-03-312026-04-07

QQQM INVESCO EXCH TRADED FD TR II4.4K shares3.93%2026-03-312026-04-07

XLC SELECT SECTOR SPDR TR9.3K shares29.17%2026-03-312026-04-07

MDY STATE STR SPDR S&P MIDCAP 401.7K shares0.00%2026-03-312026-04-07

IBM INTERNATIONAL BUSINESS MACHS4.2K shares-2.34%2026-03-312026-04-07

IBMQ ISHARES TR39.5K shares0.00%2026-03-312026-04-07

Sponsored

GSEW GOLDMAN SACHS ETF TR11.6K shares-3.79%2026-03-312026-04-07

JEPQ J P MORGAN EXCHANGE TRADED F17.6K shares120.87%2026-03-312026-04-07

BSCU INVESCO EXCH TRD SLF IDX FD58.1K shares0.00%2026-03-312026-04-07

SUB ISHARES TR9.1K shares-2.15%2026-03-312026-04-07

AFL AFLAC INC8.7K shares-10.97%2026-03-312026-04-07

XLV SELECT SECTOR SPDR TR6.2K shares9.47%2026-03-312026-04-07

RSPC INVESCO EXCHANGE TRADED FD T24.0K shares-27.08%2026-03-312026-04-07

TGT TARGET CORP7.3K shares-8.58%2026-03-312026-04-07

Sponsored

APD AIR PRODUCTS AND CHEMICALS I3.0K shares-0.07%2026-03-312026-04-07

LMT LOCKHEED MARTIN CORP1.4K shares-13.71%2026-03-312026-04-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.1K shares-2.63%2026-03-312026-04-07

VO VANGUARD INDEX FDS2.8K shares0.04%2026-03-312026-04-07

VTV VANGUARD INDEX FDS3.9K shares11.05%2026-03-312026-04-07

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.4K shares0.00%2026-03-312026-04-07

VIG VANGUARD SPECIALIZED FUNDS3.5K shares0.00%2026-03-312026-04-07

XLY SELECT SECTOR SPDR TR6.7K shares12.47%2026-03-312026-04-07

Sponsored

IUSG ISHARES TR4.7K shares-75.65%2026-03-312026-04-07

VCIT 1VANGUARD SCOTTSDALE FDS8.7K shares0.00%2026-03-312026-04-07

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-07

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares0.00%2026-03-312026-04-07

VYMI VANGUARD WHITEHALL FDS7.3K shares0.00%2026-03-312026-04-07

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares-1.31%2026-03-312026-04-07

IEFA ISHARES TR7.2K shares0.21%2026-03-312026-04-07

FMAR FIRST TR EXCHNG TRADED FD VI13.2K shares-0.60%2026-03-312026-04-07

Sponsored

IJK ISHARES TR6.4K shares-0.06%2026-03-312026-04-07

HON HONEYWELL INTL INC2.7K shares0.00%2026-03-312026-04-07

PSX PHILLIPS 663.4K shares0.00%2026-03-312026-04-07

IEMG ISHARES INC8.8K shares6.05%2026-03-312026-04-07

PM PHILIP MORRIS INTL INC3.6K shares-0.83%2026-03-312026-04-07

IWF ISHARES TR1.4K shares0.00%2026-03-312026-04-07

TMUS T-MOBILE US INC2.7K shares-28.75%2026-03-312026-04-07

SXI STANDEX INTL CORP2.2K shares0.00%2026-03-312026-04-07

Sponsored

DTE DTE ENERGY CO3.8K shares-23.33%2026-03-312026-04-07

BSCS INVESCO EXCH TRD SLF IDX FD27.1K shares-27.70%2026-03-312026-04-07

XLF SELECT SECTOR SPDR TR10.6K shares-62.85%2026-03-312026-04-07

VBR VANGUARD INDEX FDS2.4K shares0.68%2026-03-312026-04-07

FMB FIRST TR EXCH TRADED FD III10.0K shares0.00%2026-03-312026-04-07

VUG VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-07

BFC BANK FIRST CORP3.7K shares-11.26%2026-03-312026-04-07

MOAT VANECK ETF TRUST5.2K shares-8.27%2026-03-312026-04-07

Sponsored

BMY BRISTOL-MYERS SQUIBB CO8.2K shares-3.63%2026-03-312026-04-07

MCO MOODYS CORP1.1K shares-0.44%2026-03-312026-04-07

IEF ISHARES TR5.1K shares-36.99%2026-03-312026-04-07

CMI CUMMINS INC896 shares-0.22%2026-03-312026-04-07

SHW SHERWIN WILLIAMS CO1.4K shares-4.59%2026-03-312026-04-07

GWW WW GRAINGER INC420 shares0.00%2026-03-312026-04-07

AEP AMERICAN ELEC PWR CO INC3.4K shares0.00%2026-03-312026-04-07

BN BROOKFIELD CORP11.0K shares0.00%2026-03-312026-04-07

Sponsored

DGRW WISDOMTREE TR5.0K shares0.00%2026-03-312026-04-07

AXP AMERICAN EXPRESS CO1.4K shares0.00%2026-03-312026-04-07

STZ CONSTELLATION BRANDS INC2.7K shares-27.21%2026-03-312026-04-07

LNT ALLIANT ENERGY CORP5.6K shares0.00%2026-03-312026-04-07

VYM VANGUARD WHITEHALL FDS2.5K shares0.00%2026-03-312026-04-07

DE DEERE & CO653 shares-11.64%2026-03-312026-04-07

SYK STRYKER CORPORATION1.1K shares-8.29%2026-03-312026-04-07

ALL ALLSTATE CORP1.7K shares-0.46%2026-03-312026-04-07

Sponsored

ESGV VANGUARD WORLD FD3.1K shares0.00%2026-03-312026-04-07

VMC VULCAN MATLS CO1.3K shares-12.61%2026-03-312026-04-07

EG EVEREST GROUP LTD1.1K shares0.00%2026-03-312026-04-07

SBUX STARBUCKS CORP3.8K sharesnew addition2026-03-312026-04-07

T AT&T INC11.6K sharesnew addition2026-03-312026-04-07

VPU VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-04-07

DFAC DIMENSIONAL ETF TRUST8.5K shares0.00%2026-03-312026-04-07

ORLY OREILLY AUTOMOTIVE INC3.3K shares31.62%2026-03-312026-04-07

Sponsored

CTA SIMPLIFY EXCHANGE TRADED FUN10.0K sharesnew addition2026-03-312026-04-07

SCHW SCHWAB CHARLES CORP3.2K shares-0.47%2026-03-312026-04-07

NKE NIKE INC5.7K sharesnew addition2026-03-312026-04-07

AMD ADVANCED MICRO DEVICES INC1.4K shares-2.88%2026-03-312026-04-07

FAPR 1FIRST TR EXCHNG TRADED FD VI6.3K shares-1.25%2026-03-312026-04-07

SHEL SHELL PLC3.0K shares0.00%2026-03-312026-04-07

COF CAPITAL ONE FINL CORP1.5K shares-5.90%2026-03-312026-04-07

CPRT COPART INC8.0K shares-6.43%2026-03-312026-04-07

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares0.00%2026-03-312026-04-07

BLACKSTONE INC BLACKSTONE INC2.3K shares-4.20%2026-03-312026-04-07

SCHA SCHWAB STRATEGIC TR8.9K shares0.00%2026-03-312026-04-07

TRV TRAVELERS COMPANIES INC880 shares0.00%2026-03-312026-04-07

FAST FASTENAL CO5.4K shares0.00%2026-03-312026-04-07

CREATIVE MEDIA & CMNTY TR CREATIVE MEDIA & CMNTY TR10.0K shares0.00%2026-03-312026-04-07

UNILEVER PLC UNILEVER PLC4.4K shares0.00%2026-03-312026-04-07

VZ VERIZON COMMUNICATIONS INC4.9K shares0.00%2026-03-312026-04-07

Sponsored

CL COLGATE PALMOLIVE CO2.9K shares-11.40%2026-03-312026-04-07

MGK VANGUARD WORLD FD655 shares0.00%2026-03-312026-04-07

IBMP ISHARES TR9.4K shares0.00%2026-03-312026-04-07

VEU VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-03-312026-04-07

IVW ISHARES TR2.1K shares0.00%2026-03-312026-04-07

FFEB FIRST TR EXCHNG TRADED FD VI4.2K shares0.00%2026-03-312026-04-07

XLP SELECT SECTOR SPDR TR2.8K shares-5.07%2026-03-312026-04-07

PGX INVESCO EXCH TRADED FD TR II20.7K shares0.00%2026-03-312026-04-07

Sponsored

PNC PNC FINL SVCS GROUP INC1.1K shares-8.51%2026-03-312026-04-07

MU MICRON TECHNOLOGY INC650 sharesnew addition2026-03-312026-04-07

GILD GILEAD SCIENCES INC1.6K sharesnew addition2026-03-312026-04-07

GLD SPDR GOLD TR491 sharesnew addition2026-03-312026-04-07

AMAT APPLIED MATLS INC601 shares-83.39%2026-03-312026-04-07

LAM RESEARCH CORP LAM RESEARCH CORP949 sharesnew addition2026-03-312026-04-07

ISHARES TR ISHARES TR2.2K sharesnew addition2026-03-312026-04-07

NMRA NEUMORA THERAPEUTICS INC.19.0K shares0.00%2026-03-312026-04-07

Sponsored

AKBA AKEBIA THREAPEUTICS INC12.3K shares0.00%2026-03-312026-04-07

IVV

ISHARES TR

-0.75%

Shares330.5K

Event2026-03-31

Filed2026-04-07

VTI

VANGUARD INDEX FDS

-1.51%

Shares487.4K

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD TAX-MANAGED FDS

-1.90%

Shares1.1M

Event2026-03-31

Filed2026-04-07

SPTM

SPDR SERIES TRUST

-0.76%

Shares886.0K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

-1.51%

Shares189.7K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

-3.37%

Shares252.3K

Event2026-03-31

Filed2026-04-07

VXF

VANGUARD INDEX FDS

-2.79%

Shares168.4K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-2.95%

Shares117.2K

Event2026-03-31

Filed2026-04-07

SCHB

SCHWAB STRATEGIC TR

-3.79%

Shares1.3M

Event2026-03-31

Filed2026-04-07

BROADCOM INC

1.00%

Shares91.7K

Event2026-03-31

Filed2026-04-07

BND

VANGUARD BD INDEX FDS

1.37%

Shares371.0K

Event2026-03-31

Filed2026-04-07

BOND

PIMCO ETF TR

-0.09%

Shares294.0K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

-1.10%

Shares71.5K

Event2026-03-31

Filed2026-04-07

JMBS

JANUS DETROIT STR TR

5.56%

Shares575.3K

Event2026-03-31

Filed2026-04-07

VWO

VANGUARD INTL EQUITY INDEX F

3.11%

Shares459.6K

Event2026-03-31

Filed2026-04-07

JPM

JPMORGAN CHASE & CO

-1.79%

Shares76.4K

Event2026-03-31

Filed2026-04-07

VXUS

VANGUARD STAR FDS

-2.20%

Shares291.0K

Event2026-03-31

Filed2026-04-07

AGG

ISHARES TR

-12.49%

Shares215.8K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

-2.27%

Shares95.4K

Event2026-03-31

Filed2026-04-07

ACWX

ISHARES TR

-6.20%

Shares231.2K

Event2026-03-31

Filed2026-04-07

LLY

ELI LILLY & CO

32.70%

Shares14.4K

Event2026-03-31

Filed2026-04-07

WMT

WALMART INC

-10.77%

Shares101.1K

Event2026-03-31

Filed2026-04-07

META

META PLATFORMS INC

-4.54%

Shares21.6K

Event2026-03-31

Filed2026-04-07

IBTI

ISHARES TR

-0.04%

Shares548.1K

Event2026-03-31

Filed2026-04-07

BSCQ

INVESCO EXCH TRD SLF IDX FD

-11.58%

Shares619.0K

Event2026-03-31

Filed2026-04-07

IBTJ

ISHARES TR

2.46%

Shares537.3K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

-0.28%

Shares19.1K

Event2026-03-31

Filed2026-04-07

WFC

WELLS FARGO & CO

5.12%

Shares142.1K

Event2026-03-31

Filed2026-04-07

IBTK

ISHARES TR

-6.40%

Shares545.5K

Event2026-03-31

Filed2026-04-07

UNP

UNION PAC CORP

-7.27%

Shares42.9K

Event2026-03-31

Filed2026-04-07

MASTERCARD INCORPORATED

1.00%

Shares19.5K

Event2026-03-31

Filed2026-04-07

MCK

MCKESSON CORP

-5.36%

Shares11.1K

Event2026-03-31

Filed2026-04-07

LQD

ISHARES TR

32.13%

Shares86.3K

Event2026-03-31

Filed2026-04-07

IDEV

ISHARES TR

-4.37%

Shares112.6K

Event2026-03-31

Filed2026-04-07

BSCR

INVESCO EXCH TRD SLF IDX FD

8.93%

Shares475.1K

Event2026-03-31

Filed2026-04-07

SCHX

SCHWAB STRATEGIC TR

2.48%

Shares361.3K

Event2026-03-31

Filed2026-04-07

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.82%

Shares122.5K

Event2026-03-31

Filed2026-04-07

GOLDMAN SACHS GROUP INC

-0.83%

Shares10.9K

Event2026-03-31

Filed2026-04-07

JNJ

JOHNSON & JOHNSON

-8.53%

Shares36.3K

Event2026-03-31

Filed2026-04-07

SCHF

1SCHWAB STRATEGIC TR

-0.61%

Shares355.5K

Event2026-03-31

Filed2026-04-07

IBTL

ISHARES TR

14.37%

Shares428.2K

Event2026-03-31

Filed2026-04-07

COST

COSTCO WHOLESALE CORPORATION

-3.75%

Shares8.7K

Event2026-03-31

Filed2026-04-07

CVX

CHEVRON CORPORATION

-14.08%

Shares41.3K

Event2026-03-31

Filed2026-04-07

MUB

ISHARES TR

-4.92%

Shares80.3K

Event2026-03-31

Filed2026-04-07

IBTM

ISHARES TR

12.56%

Shares340.1K

Event2026-03-31

Filed2026-04-07

GE AEROSPACE

-5.11%

Shares27.4K

Event2026-03-31

Filed2026-04-07

NOBL

PROSHARES TR

-5.27%

Shares72.3K

Event2026-03-31

Filed2026-04-07

ITOT

ISHARES TR

-2.84%

Shares49.1K

Event2026-03-31

Filed2026-04-07

TLT

ISHARES TR

24.73%

Shares80.0K

Event2026-03-31

Filed2026-04-07

ABBV

ABBVIE INC

1.19%

Shares31.6K

Event2026-03-31

Filed2026-04-07

IJR

ISHARES TR

-2.72%

Shares54.9K

Event2026-03-31

Filed2026-04-07

ASB

ASSOCIATED BANC-CORP

0.00%

Shares261.3K

Event2026-03-31

Filed2026-04-07

LOW

LOWES COS INC

-3.78%

Shares26.8K

Event2026-03-31

Filed2026-04-07

XLK

SELECT SECTOR SPDR TR

44.37%

Shares47.5K

Event2026-03-31

Filed2026-04-07

JMEE

J P MORGAN EXCHANGE TRADED F

1.85%

Shares93.3K

Event2026-03-31

Filed2026-04-07

TSLA

TESLA INC

-0.91%

Shares16.6K

Event2026-03-31

Filed2026-04-07

SCHD

SCHWAB STRATEGIC TR

-1.65%

Shares194.9K

Event2026-03-31

Filed2026-04-07

COP

CONOCOPHILLIPS

-12.70%

Shares44.4K

Event2026-03-31

Filed2026-04-07

XLU

SELECT SECTOR SPDR TR

-0.64%

Shares123.1K

Event2026-03-31

Filed2026-04-07

LINDE PLC

-6.47%

Shares11.3K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP

-6.77%

Shares32.6K

Event2026-03-31

Filed2026-04-07

TMO

THERMO FISHER SCIENTIFIC INC

-0.87%

Shares10.8K

Event2026-03-31

Filed2026-04-07

TJX

TJX COS INC NEW

-4.24%

Shares32.5K

Event2026-03-31

Filed2026-04-07

RSPT

INVESCO EXCHANGE TRADED FD T

-7.50%

Shares114.6K

Event2026-03-31

Filed2026-04-07

BAC

BANK AMERICA CORP

-3.59%

Shares105.9K

Event2026-03-31

Filed2026-04-07

EVIM

MORGAN STANLEY ETF TRUST

11.06%

Shares88.8K

Event2026-03-31

Filed2026-04-07

VISA INC

1.45%

Shares15.0K

Event2026-03-31

Filed2026-04-07

JPST

J P MORGAN EXCHANGE TRADED F

-7.99%

Shares89.6K

Event2026-03-31

Filed2026-04-07

IBTH

ISHARES TR

-14.94%

Shares199.5K

Event2026-03-31

Filed2026-04-07

XLRE

SELECT SECTOR SPDR TR

-3.30%

Shares108.2K

Event2026-03-31

Filed2026-04-07

PARKER-HANNIFIN CORP

-7.13%

Shares4.9K

Event2026-03-31

Filed2026-04-07

MUNI

PIMCO ETF TR

78.50%

Shares83.4K

Event2026-03-31

Filed2026-04-07

OVL

LISTED FDS TR

1.24%

Shares86.2K

Event2026-03-31

Filed2026-04-07

PANW

PALO ALTO NETWORKS INC

10.10%

Shares26.6K

Event2026-03-31

Filed2026-04-07

AMP

AMERIPRISE FINL INC

-13.83%

Shares9.5K

Event2026-03-31

Filed2026-04-07

NFLX

NETFLIX INC.

23.87%

Shares43.8K

Event2026-03-31

Filed2026-04-07

IJH

ISHARES TR

-15.14%

Shares61.0K

Event2026-03-31

Filed2026-04-07

CGMU

CAPITAL GRP FIXED INCM ETF T

64.44%

Shares149.2K

Event2026-03-31

Filed2026-04-07

CSM

PROSHARES TR

-3.37%

Shares53.9K

Event2026-03-31

Filed2026-04-07

BERKSHIRE HATHAWAY INC DEL

-0.05%

Shares8.4K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

4.18%

Shares13.7K

Event2026-03-31

Filed2026-04-07

INVESCO EXCHANGE TRADED FD T

-9.91%

Shares78.9K

Event2026-03-31

Filed2026-04-07

UBER

UBER TECHNOLOGIES INC

-11.67%

Shares51.8K

Event2026-03-31

Filed2026-04-07

MCD

MCDONALDS CORP

-2.54%

Shares11.3K

Event2026-03-31

Filed2026-04-07

UNH

UNITEDHEALTH GROUP INC

-8.30%

Shares12.5K

Event2026-03-31

Filed2026-04-07

BOEING CO

-4.26%

Shares16.9K

Event2026-03-31

Filed2026-04-07

BSMU

INVESCO EXCH TRD SLF IDX FD

17.79%

Shares146.9K

Event2026-03-31

Filed2026-04-07

HOME DEPOT INC

-0.62%

Shares9.4K

Event2026-03-31

Filed2026-04-07

KMB

KIMBERLY-CLARK CORP

-2.68%

Shares31.2K

Event2026-03-31

Filed2026-04-07

XLB

SELECT SECTOR SPDR TR

-11.41%

Shares59.9K

Event2026-03-31

Filed2026-04-07

DHR

DANAHER CORP DEL

-12.37%

Shares15.3K

Event2026-03-31

Filed2026-04-07

JEPI

J P MORGAN EXCHANGE TRADED F

-7.35%

Shares50.9K

Event2026-03-31

Filed2026-04-07

TXN

TEXAS INSTRS INC

-15.62%

Shares14.5K

Event2026-03-31

Filed2026-04-07

NIC

NICOLET BANKSHARES INC

-7.06%

Shares19.0K

Event2026-03-31

Filed2026-04-07

CRM

SALESFORCE INC

156.22%

Shares15.0K

Event2026-03-31

Filed2026-04-07

BSMQ

INVESCO EXCH TRD SLF IDX FD

21.06%

Shares117.6K

Event2026-03-31

Filed2026-04-07

CSCO

CISCO SYS INC

-11.38%

Shares35.7K

Event2026-03-31

Filed2026-04-07

USMV

ISHARES TR

-31.00%

Shares29.5K

Event2026-03-31

Filed2026-04-07

PROCTER & GAMBLE CO

-2.47%

Shares17.8K

Event2026-03-31

Filed2026-04-07

USB

US BANCORP

-0.00%

Shares49.2K

Event2026-03-31

Filed2026-04-07

EMR

EMERSON ELEC CO

-6.60%

Shares19.3K

Event2026-03-31

Filed2026-04-07

INVESCO EXCHANGE TRADED FD T

-29.50%

Shares53.7K

Event2026-03-31

Filed2026-04-07

BLACKROCK INC

13.08%

Shares2.5K

Event2026-03-31

Filed2026-04-07

ABT

ABBOTT LABORATORIES

10.19%

Shares23.1K

Event2026-03-31

Filed2026-04-07

FISERV INC

-41.94%

Shares40.6K

Event2026-03-31

Filed2026-04-07

GVI

ISHARES TR

-20.60%

Shares20.8K

Event2026-03-31

Filed2026-04-07

DIS

DISNEY WALT CO

-8.08%

Shares22.6K

Event2026-03-31

Filed2026-04-07

EDV

VANGUARD WORLD FD

-42.29%

Shares32.5K

Event2026-03-31

Filed2026-04-07

ALTRIA GROUP INC

-0.97%

Shares31.2K

Event2026-03-31

Filed2026-04-07

MERCK & CO INC

-5.82%

Shares17.1K

Event2026-03-31

Filed2026-04-07

MTUM

ISHARES TR

-14.96%

Shares8.5K

Event2026-03-31

Filed2026-04-07

IYW

ISHARES TR

-1.80%

Shares11.2K

Event2026-03-31

Filed2026-04-07

BSMT

INVESCO EXCH TRD SLF IDX FD

49.70%

Shares87.4K

Event2026-03-31

Filed2026-04-07

ORCL

ORACLE CORP

156.65%

Shares13.6K

Event2026-03-31

Filed2026-04-07

DVY

ISHARES TR

-14.58%

Shares13.2K

Event2026-03-31

Filed2026-04-07

PEG

PUBLIC SVC ENTERPRISE GROUP

-11.85%

Shares24.0K

Event2026-03-31

Filed2026-04-07

SPDW

SPDR INDEX SHS FDS

-4.79%

Shares42.3K

Event2026-03-31

Filed2026-04-07

BBAG

J P MORGAN EXCHANGE TRADED F

-0.28%

Shares41.2K

Event2026-03-31

Filed2026-04-07

MMM

3M CO

-16.15%

Shares13.0K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-07

ARKK

ARK ETF TR

-0.05%

Shares27.7K

Event2026-03-31

Filed2026-04-07

ECL

ECOLAB INC

3.54%

Shares7.0K

Event2026-03-31

Filed2026-04-07

GLW

CORNING INC

12.39%

Shares13.5K

Event2026-03-31

Filed2026-04-07

IYR

1ISHARES TR

-3.27%

Shares18.8K

Event2026-03-31

Filed2026-04-07

BSMW

INVESCO EXCH TRD SLF IDX FD

167.99%

Shares69.8K

Event2026-03-31

Filed2026-04-07

NEE

NEXTERA ENERGY INC

4.63%

Shares18.4K

Event2026-03-31

Filed2026-04-07

PGR

PROGRESSIVE CORP

67.22%

Shares8.6K

Event2026-03-31

Filed2026-04-07

RSPD

INVESCO EXCHANGE TRADED FD T

-7.01%

Shares31.5K

Event2026-03-31

Filed2026-04-07

AMCOR PLC

New

Shares42.2K

Event2026-03-31

Filed2026-04-07

SPSM

SPDR SERIES TRUST

0.14%

Shares34.6K

Event2026-03-31

Filed2026-04-07

BKAG

BNY MELLON ETF TRUST

-4.77%

Shares38.6K

Event2026-03-31

Filed2026-04-07

BSSX

INVESCO EXCH TRD SLF IDX FD

150.78%

Shares63.8K

Event2026-03-31

Filed2026-04-07

AMGN

AMGEN INC

-26.23%

Shares4.6K

Event2026-03-31

Filed2026-04-07

JMST

J P MORGAN EXCHANGE TRADED F

-53.03%

Shares31.5K

Event2026-03-31

Filed2026-04-07

CAT

CATERPILLAR INC

1.21%

Shares2.3K

Event2026-03-31

Filed2026-04-07

CHUBB LTD SWITZ

-15.43%

Shares4.8K

Event2026-03-31

Filed2026-04-07

RTX

RTX CORPORATION

-1.24%

Shares7.9K

Event2026-03-31

Filed2026-04-07

QCOM

QUALCOMM INC

-0.62%

Shares11.2K

Event2026-03-31

Filed2026-04-07

COCA COLA CO

2.27%

Shares18.9K

Event2026-03-31

Filed2026-04-07

PEP

PEPSICO INC

-0.02%

Shares9.1K

Event2026-03-31

Filed2026-04-07

INVESCO EXCHANGE TRADED FD T

-58.03%

Shares7.3K

Event2026-03-31

Filed2026-04-07

BSMR

INVESCO EXCH TRD SLF IDX FD

74.26%

Shares57.5K

Event2026-03-31

Filed2026-04-07

TLH

ISHARES TR

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-07

BSMS

INVESCO EXCH TRD SLF IDX FD

75.97%

Shares57.1K

Event2026-03-31

Filed2026-04-07

IEI

ISHARES TR

-25.44%

Shares10.9K

Event2026-03-31

Filed2026-04-07

SPY

STATE STR SPDR S&P 500 ETF T

-35.60%

Shares2.0K

Event2026-03-31

Filed2026-04-07

MTD

1METTLER TOLEDO INTERNATIONAL

-21.76%

Shares1.0K

Event2026-03-31

Filed2026-04-07

BSMV

INVESCO EXCH TRD SLF IDX FD

New

Shares60.5K

Event2026-03-31

Filed2026-04-07

EATON CORP PLC

New

Shares3.5K

Event2026-03-31

Filed2026-04-07

BKNG

BOOKING HOLDINGS INC

-23.71%

Shares296

Event2026-03-31

Filed2026-04-07

AZO

AUTOZONE INC

-6.84%

Shares368

Event2026-03-31

Filed2026-04-07

WEC ENERGY GROUP INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-07

XLE

SELECT SECTOR SPDR TR

32.54%

Shares19.3K

Event2026-03-31

Filed2026-04-07

IWB

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-07

ZROZ

PIMCO ETF TR

-33.30%

Shares17.1K

Event2026-03-31

Filed2026-04-07

QQQM

INVESCO EXCH TRADED FD TR II

3.93%

Shares4.4K

Event2026-03-31

Filed2026-04-07

XLC

SELECT SECTOR SPDR TR

29.17%

Shares9.3K

Event2026-03-31

Filed2026-04-07

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-07

IBM

INTERNATIONAL BUSINESS MACHS

-2.34%

Shares4.2K

Event2026-03-31

Filed2026-04-07

IBMQ

ISHARES TR

0.00%

Shares39.5K

Event2026-03-31

Filed2026-04-07

GSEW

GOLDMAN SACHS ETF TR

-3.79%

Shares11.6K

Event2026-03-31

Filed2026-04-07

JEPQ

J P MORGAN EXCHANGE TRADED F

120.87%

Shares17.6K

Event2026-03-31

Filed2026-04-07

BSCU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares58.1K

Event2026-03-31

Filed2026-04-07

SUB

ISHARES TR

-2.15%

Shares9.1K

Event2026-03-31

Filed2026-04-07

AFL

AFLAC INC

-10.97%

Shares8.7K

Event2026-03-31

Filed2026-04-07

XLV

SELECT SECTOR SPDR TR

9.47%

Shares6.2K

Event2026-03-31

Filed2026-04-07

RSPC

INVESCO EXCHANGE TRADED FD T

-27.08%

Shares24.0K

Event2026-03-31

Filed2026-04-07

TGT

TARGET CORP

-8.58%

Shares7.3K

Event2026-03-31

Filed2026-04-07

APD

AIR PRODUCTS AND CHEMICALS I

-0.07%

Shares3.0K

Event2026-03-31

Filed2026-04-07

LMT

LOCKHEED MARTIN CORP

-13.71%

Shares1.4K

Event2026-03-31

Filed2026-04-07

ACCENTURE PLC IRELAND

-2.63%

Shares4.1K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-07

VTV

VANGUARD INDEX FDS

11.05%

Shares3.9K

Event2026-03-31

Filed2026-04-07

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-07

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-07

XLY

SELECT SECTOR SPDR TR

12.47%

Shares6.7K

Event2026-03-31

Filed2026-04-07

IUSG

ISHARES TR

-75.65%

Shares4.7K

Event2026-03-31

Filed2026-04-07

VCIT

1VANGUARD SCOTTSDALE FDS

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-07

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-07

GENERAL DYNAMICS CORP

-1.31%

Shares2.0K

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES TR

0.21%

Shares7.2K

Event2026-03-31

Filed2026-04-07

FMAR

FIRST TR EXCHNG TRADED FD VI

-0.60%

Shares13.2K

Event2026-03-31

Filed2026-04-07

IJK

ISHARES TR

-0.06%

Shares6.4K

Event2026-03-31

Filed2026-04-07

HON

HONEYWELL INTL INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-07

PSX

PHILLIPS 66

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-07

IEMG

ISHARES INC

6.05%

Shares8.8K

Event2026-03-31

Filed2026-04-07

PHILIP MORRIS INTL INC

-0.83%

Shares3.6K

Event2026-03-31

Filed2026-04-07

IWF

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-07

TMUS

T-MOBILE US INC

-28.75%

Shares2.7K

Event2026-03-31

Filed2026-04-07

SXI

STANDEX INTL CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-07

DTE

DTE ENERGY CO

-23.33%

Shares3.8K

Event2026-03-31

Filed2026-04-07

BSCS

INVESCO EXCH TRD SLF IDX FD

-27.70%

Shares27.1K

Event2026-03-31

Filed2026-04-07

XLF

SELECT SECTOR SPDR TR

-62.85%

Shares10.6K

Event2026-03-31

Filed2026-04-07

VBR

VANGUARD INDEX FDS

0.68%

Shares2.4K

Event2026-03-31

Filed2026-04-07

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-07

VUG

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-07

BFC

BANK FIRST CORP

-11.26%

Shares3.7K

Event2026-03-31

Filed2026-04-07

MOAT

VANECK ETF TRUST

-8.27%

Shares5.2K

Event2026-03-31

Filed2026-04-07

BMY

BRISTOL-MYERS SQUIBB CO

-3.63%

Shares8.2K

Event2026-03-31

Filed2026-04-07

MCO

MOODYS CORP

-0.44%

Shares1.1K

Event2026-03-31

Filed2026-04-07

IEF

ISHARES TR

-36.99%

Shares5.1K

Event2026-03-31

Filed2026-04-07

CMI

CUMMINS INC

-0.22%

Shares896

Event2026-03-31

Filed2026-04-07

SHW

SHERWIN WILLIAMS CO

-4.59%

Shares1.4K

Event2026-03-31

Filed2026-04-07

GWW

WW GRAINGER INC

0.00%

Shares420

Event2026-03-31

Filed2026-04-07

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-07

BROOKFIELD CORP

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-07

DGRW

WISDOMTREE TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-07

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-07

STZ

CONSTELLATION BRANDS INC

-27.21%

Shares2.7K

Event2026-03-31

Filed2026-04-07

LNT

ALLIANT ENERGY CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-07

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-07

DEERE & CO

-11.64%

Shares653

Event2026-03-31

Filed2026-04-07

SYK

STRYKER CORPORATION

-8.29%

Shares1.1K

Event2026-03-31

Filed2026-04-07

ALL

ALLSTATE CORP

-0.46%

Shares1.7K

Event2026-03-31

Filed2026-04-07

ESGV

VANGUARD WORLD FD

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-07

VMC

VULCAN MATLS CO

-12.61%

Shares1.3K

Event2026-03-31

Filed2026-04-07

EVEREST GROUP LTD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-07

SBUX

STARBUCKS CORP

New

Shares3.8K

Event2026-03-31

Filed2026-04-07

AT&T INC

New

Shares11.6K

Event2026-03-31

Filed2026-04-07

VPU

VANGUARD WORLD FD

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-07

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-07

ORLY

OREILLY AUTOMOTIVE INC

31.62%

Shares3.3K

Event2026-03-31

Filed2026-04-07

CTA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares10.0K

Event2026-03-31

Filed2026-04-07

SCHW

SCHWAB CHARLES CORP

-0.47%

Shares3.2K

Event2026-03-31

Filed2026-04-07

NKE

NIKE INC

New

Shares5.7K

Event2026-03-31

Filed2026-04-07

AMD

ADVANCED MICRO DEVICES INC

-2.88%

Shares1.4K

Event2026-03-31

Filed2026-04-07

FAPR

1FIRST TR EXCHNG TRADED FD VI

-1.25%

Shares6.3K

Event2026-03-31

Filed2026-04-07

SHEL

SHELL PLC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-07

COF

CAPITAL ONE FINL CORP

-5.90%

Shares1.5K

Event2026-03-31

Filed2026-04-07

CPRT

COPART INC

-6.43%

Shares8.0K

Event2026-03-31

Filed2026-04-07

DUKE ENERGY CORP NEW

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-07

BLACKSTONE INC

-4.20%

Shares2.3K

Event2026-03-31

Filed2026-04-07

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-07

TRV

TRAVELERS COMPANIES INC

0.00%

Shares880

Event2026-03-31

Filed2026-04-07

FAST

FASTENAL CO

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-07

CREATIVE MEDIA & CMNTY TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-07

UNILEVER PLC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-07

VERIZON COMMUNICATIONS INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-07

COLGATE PALMOLIVE CO

-11.40%

Shares2.9K

Event2026-03-31

Filed2026-04-07

MGK

VANGUARD WORLD FD

0.00%

Shares655

Event2026-03-31

Filed2026-04-07

IBMP

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-07

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-07

IVW

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-07

FFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-07

XLP

SELECT SECTOR SPDR TR

-5.07%

Shares2.8K

Event2026-03-31

Filed2026-04-07

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares20.7K

Event2026-03-31

Filed2026-04-07

PNC

PNC FINL SVCS GROUP INC

-8.51%

Shares1.1K

Event2026-03-31

Filed2026-04-07

MICRON TECHNOLOGY INC

New

Shares650

Event2026-03-31

Filed2026-04-07

GILD

GILEAD SCIENCES INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-07

GLD

SPDR GOLD TR

New

Shares491

Event2026-03-31

Filed2026-04-07

AMAT

APPLIED MATLS INC

-83.39%

Shares601

Event2026-03-31

Filed2026-04-07

LAM RESEARCH CORP

New

Shares949

Event2026-03-31

Filed2026-04-07

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-07

NMRA

NEUMORA THERAPEUTICS INC.

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-07

AKBA

AKEBIA THREAPEUTICS INC

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

WFC Put PutWELLS FARGO & CO78.7K shares0.00%2026-03-312026-04-07

AAPL Put PutAPPLE INC6.5K sharesnew addition2026-03-312026-04-07

MSFT Put PutMICROSOFT CORP700 sharesnew addition2026-03-312026-04-07

WFC Put

WELLS FARGO & CO

0.00%

Shares78.7K

Event2026-03-31

Filed2026-04-07

AAPL Put

APPLE INC

New

Shares6.5K

Event2026-03-31

Filed2026-04-07

MSFT Put

MICROSOFT CORP

New

Shares700

Event2026-03-31

Filed2026-04-07