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The Analysis of Linscomb Wealth, Inc.'s Holdings & P&L

Currently, Linscomb Wealth, Inc. holds 335 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in XOM (+278.5K shares, valued at $47.3M), DFLV (+457.8K shares, valued at $16.3M), CGIE (+424.7K shares, valued at $14.4M); decreased their positions in VEA (-486.7K shares, valued at $31.2M), IJH (-248.1K shares, valued at $16.8M), IVV (-22.0K shares, valued at $14.4M); initiated new positions in CGIE (+424.7K shares, valued at $14.4M), CINF (+29.2K shares, valued at $4.6M), CTRA (+76.5K shares, valued at $2.7M).

1M P&L

+52.8M+2.40%

3M P&L

+21.1M+0.95%

HY P&L

+197.4M+9.63%

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/A1.2B

59.7%

2Software - Infrastructure69.9M

3.4%

3Oil & Gas Integrated60.9M

3.0%

Top Industries by Stock Count

1N/A110 stocks

40.6%

2Oil & Gas Midstream12 stocks

4.4%

3Software - Application9 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS3.9M shares-11.10%2026-03-312026-05-11

IVV ISHARES TR286.2K shares-7.14%2026-03-312026-05-11

XOM EXXON MOBIL CORP677.8K shares69.75%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0M shares-7.20%2026-03-312026-05-11

IJH ISHARES TR1.4M shares-15.37%2026-03-312026-05-11

EFA ISHARES TR875.7K shares-10.49%2026-03-312026-05-11

DON WISDOMTREE TR1.6M shares-14.41%2026-03-312026-05-11

VTI VANGUARD INDEX FDS140.7K shares-6.95%2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC123.9K shares-13.77%2026-03-312026-05-11

SDY SPDR SERIES TRUST256.9K shares-7.62%2026-03-312026-05-11

AAPL APPLE INC130.9K shares-16.98%2026-03-312026-05-11

MSFT MICROSOFT CORP88.3K shares-16.47%2026-03-312026-05-11

DHS WISDOMTREE TR297.8K shares-11.72%2026-03-312026-05-11

DFLV DIMENSIONAL ETF TRUST838.1K shares120.40%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP112.8K shares-28.45%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO76.6K shares-20.29%2026-03-312026-05-11

Sponsored

IQLT ISHARES TR448.1K shares162.61%2026-03-312026-05-11

AVIV AMERICAN CENTY ETF TR257.8K shares-5.97%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON74.2K shares-4.40%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR385.2K shares14.48%2026-03-312026-05-11

ABBV ABBVIE INC77.7K shares-11.20%2026-03-312026-05-11

AMZN AMAZON COM INC76.1K shares-10.03%2026-03-312026-05-11

RTX RTX CORPORATION78.1K shares-24.62%2026-03-312026-05-11

CMI CUMMINS INC28.0K shares-26.48%2026-03-312026-05-11

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WSM WILLIAMS SONOMA INC82.4K shares-23.02%2026-03-312026-05-11

ALPHABET INC ALPHABET INC50.4K shares-4.70%2026-03-312026-05-11

CGIE CAPITAL GROUP INTERNATIONAL424.7K sharesnew addition2026-03-312026-05-11

CVX CHEVRON CORPORATION66.8K shares-19.37%2026-03-312026-05-11

DEM WISDOMTREE TR273.4K shares-4.44%2026-03-312026-05-11

TCHP T ROWE PRICE ETF INC289.4K shares-2.07%2026-03-312026-05-11

IDV ISHARES TR299.1K shares-12.53%2026-03-312026-05-11

VXF VANGUARD INDEX FDS60.7K shares-5.48%2026-03-312026-05-11

Sponsored

CITIGROUP INC CITIGROUP INC109.6K shares-21.94%2026-03-312026-05-11

ALPHABET INC ALPHABET INC43.1K shares-22.52%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL361.1K shares-20.00%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP19.8K shares-18.09%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS79.9K shares-0.91%2026-03-312026-05-11

BAC BANK AMERICA CORP241.4K shares-21.91%2026-03-312026-05-11

CSCO CISCO SYS INC148.4K shares-22.31%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC93.6K shares-13.99%2026-03-312026-05-11

Sponsored

AMGN AMGEN INC31.4K shares-19.27%2026-03-312026-05-11

WMB WILLIAMS COS INC149.4K shares-21.39%2026-03-312026-05-11

V VISA INC35.9K shares-12.11%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC63.2K shares-22.56%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L275.8K shares0.08%2026-03-312026-05-11

MCD MCDONALDS CORP32.3K shares-19.22%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC10.4K shares-25.08%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW75.5K shares-18.00%2026-03-312026-05-11

Sponsored

DG DOLLAR GEN CORP81.8K shares-25.73%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP33.4K shares-20.72%2026-03-312026-05-11

QCOM QUALCOMM INC73.9K shares-16.37%2026-03-312026-05-11

ABT ABBOTT LABORATORIES92.7K shares-13.73%2026-03-312026-05-11

NVDA NVIDIA CORPORATION50.2K shares16.96%2026-03-312026-05-11

BOND PIMCO ETF TR92.3K shares9.58%2026-03-312026-05-11

NEE NEXTERA ENERGY INC90.9K shares-23.78%2026-03-312026-05-11

DVY ISHARES TR54.1K shares-16.49%2026-03-312026-05-11

Sponsored

EES WISDOMTREE TR138.3K shares-12.72%2026-03-312026-05-11

AMT AMERICAN TOWER CORP46.2K shares-14.49%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC157.9K shares-19.08%2026-03-312026-05-11

MA MASTERCARD INCORPORATED15.8K shares-11.95%2026-03-312026-05-11

PEP PEPSICO INC50.4K shares-18.10%2026-03-312026-05-11

META META PLATFORMS INC13.3K shares-24.56%2026-03-312026-05-11

HON HONEYWELL INTL INC33.5K shares-20.40%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T11.6K shares-14.45%2026-03-312026-05-11

Sponsored

PAGP PLAINS GP HLDGS L P305.9K shares-17.27%2026-03-312026-05-11

JPEM J P MORGAN EXCHANGE TRADED F116.0K shares-15.05%2026-03-312026-05-11

MET METLIFE INC99.7K shares-20.50%2026-03-312026-05-11

IWF ISHARES TR16.2K shares-8.78%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 4010.7K shares-5.08%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS129.5K shares86.47%2026-03-312026-05-11

MS MORGAN STANLEY39.1K shares-20.79%2026-03-312026-05-11

EEM ISHARES TR112.8K shares-14.77%2026-03-312026-05-11

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED94.1K shares4.25%2026-03-312026-05-11

AGG ISHARES TR62.8K shares-0.69%2026-03-312026-05-11

ORCL ORACLE CORP41.6K shares-6.29%2026-03-312026-05-11

IWD ISHARES TR28.4K shares-6.51%2026-03-312026-05-11

PFE PFIZER INC214.3K shares-16.72%2026-03-312026-05-11

OXY OCCIDENTAL PETE CORP91.6K shares0.05%2026-03-312026-05-11

VYMI VANGUARD WHITEHALL FDS62.7K shares-18.97%2026-03-312026-05-11

CTVA CORTEVA INC69.5K shares-18.32%2026-03-312026-05-11

Sponsored

TFC TRUIST FINL CORP126.1K shares-19.85%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC66.3K shares-22.18%2026-03-312026-05-11

VTHR VANGUARD SCOTTSDALE FDS20.0K shares-13.48%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND28.9K shares-17.52%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION5.7K shares-14.98%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I18.5K shares-18.60%2026-03-312026-05-11

LNG CHENIERE ENERGY INC18.9K shares-20.25%2026-03-312026-05-11

DGRS WISDOMTREE TR100.7K shares-14.07%2026-03-312026-05-11

Sponsored

KO COCA COLA CO68.5K shares197.84%2026-03-312026-05-11

GSSC GOLDMAN SACHS ETF TR69.7K shares8.65%2026-03-312026-05-11

AWK AMERICAN WTR WKS CO INC NEW37.4K shares-16.77%2026-03-312026-05-11

DFAE DIMENSIONAL ETF TRUST146.5K shares3.43%2026-03-312026-05-11

SYK STRYKER CORPORATION14.8K shares-11.76%2026-03-312026-05-11

JQUA J P MORGAN EXCHANGE TRADED F79.2K shares4.60%2026-03-312026-05-11

VXUS VANGUARD STAR FDS62.7K shares-10.48%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC47.7K shares-14.96%2026-03-312026-05-11

Sponsored

CINF CINCINNATI FINL CORP29.2K sharesnew addition2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC27.4K shares-25.10%2026-03-312026-05-11

CME CME GROUP INC14.7K shares-15.49%2026-03-312026-05-11

CROWN CASTLE INC CROWN CASTLE INC53.4K shares-16.88%2026-03-312026-05-11

IWB ISHARES TR12.0K shares-3.76%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC975 shares-14.62%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP22.3K shares-18.34%2026-03-312026-05-11

LOW LOWES COS INC16.8K shares-18.17%2026-03-312026-05-11

Sponsored

PHO INVESCO EXCHANGE TRADED FD T58.4K shares5.14%2026-03-312026-05-11

DFAS DIMENSIONAL ETF TRUST54.6K shares116.43%2026-03-312026-05-11

FIS FIDELITY NATL INFORMATION SV81.6K shares-13.31%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS34.8K shares-9.74%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS17.7K shares15.59%2026-03-312026-05-11

DLN WISDOMTREE TR42.3K shares-8.62%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP11.0K shares-23.98%2026-03-312026-05-11

KIM KIMCO REALTY CORP160.7K shares391.40%2026-03-312026-05-11

Sponsored

EMR EMERSON ELEC CO27.4K shares-26.00%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC13.2K shares-8.93%2026-03-312026-05-11

UNP UNION PAC CORP14.7K shares-20.68%2026-03-312026-05-11

YUM YUM BRANDS INC22.8K shares-17.49%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC17.2K shares-20.04%2026-03-312026-05-11

O REALTY INCOME CORP57.1K shares-11.81%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F63.9K shares-1.55%2026-03-312026-05-11

LH LABCORP HOLDINGS INC12.9K shares-18.05%2026-03-312026-05-11

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS5.7K shares22.50%2026-03-312026-05-11

NKE NIKE INC64.8K shares-20.66%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP35.8K shares-22.26%2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC33.4K shares-21.29%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR112.0K shares-18.14%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE11.1K shares-19.19%2026-03-312026-05-11

VBR VANGUARD INDEX FDS14.1K shares-6.77%2026-03-312026-05-11

ET ENERGY TRANSFER L P154.7K shares91.86%2026-03-312026-05-11

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ECL ECOLAB INC10.6K shares-21.35%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP10.4K shares-15.62%2026-03-312026-05-11

CTRA COTERRA ENERGY INC76.5K sharesnew addition2026-03-312026-05-11

FELG FIDELITY COVINGTON TRUST71.7K sharesnew addition2026-03-312026-05-11

WAT WATERS CORP8.8K shares-5.97%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR4.5K shares-44.26%2026-03-312026-05-11

COP CONOCOPHILLIPS19.4K shares76.73%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS32.1K shares-2.90%2026-03-312026-05-11

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CRM SALESFORCE INC13.5K shares-22.06%2026-03-312026-05-11

FFIV F5 INC8.6K shares-21.19%2026-03-312026-05-11

VO VANGUARD INDEX FDS8.5K shares-2.58%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares1.64%2026-03-312026-05-11

SUN SUNOCO LP/SUNOCO FIN CORP35.1K shares137.84%2026-03-312026-05-11

VOT VANGUARD INDEX FDS8.8K sharesnew addition2026-03-312026-05-11

HBAN HUNTINGTON BANCSHARES INC143.1K sharesnew addition2026-03-312026-05-11

NOW SERVICENOW INC21.1K shares0.61%2026-03-312026-05-11

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HD HOME DEPOT INC6.6K shares6.07%2026-03-312026-05-11

A AGILENT TECHNOLOGIES INC18.9K shares-18.67%2026-03-312026-05-11

MDYG SPDR SERIES TRUST22.4K shares-26.82%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN13.6K shares-7.49%2026-03-312026-05-11

KEX KIRBY CORP15.5K shares0.00%2026-03-312026-05-11

VEEV VEEVA SYS INC11.6K shares-12.14%2026-03-312026-05-11

GLD SPDR GOLD TR4.4K shares77.61%2026-03-312026-05-11

CAT CATERPILLAR INC2.6K shares71.36%2026-03-312026-05-11

Sponsored

PG PROCTER & GAMBLE CO12.6K shares-0.66%2026-03-312026-05-11

BDX BECTON DICKINSON & CO11.4K shares-15.66%2026-03-312026-05-11

IEFA ISHARES TR19.5K shares767.26%2026-03-312026-05-11

IWR ISHARES TR18.1K shares27.24%2026-03-312026-05-11

DFSD DIMENSIONAL ETF TRUST34.0K sharesnew addition2026-03-312026-05-11

CQP CHENIERE ENERGY PARTNERS L P25.0K shares0.00%2026-03-312026-05-11

IDMO INVESCO EXCH TRADED FD TR II29.0K sharesnew addition2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC12.9K shares-1.44%2026-03-312026-05-11

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WMT WALMART INC12.5K shares-11.34%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP33.1K sharesnew addition2026-03-312026-05-11

TSLA TESLA INC4.1K shares-0.59%2026-03-312026-05-11

VLO VALERO ENERGY CORP6.1K shares1.60%2026-03-312026-05-11

PYLD PIMCO ETF TR57.1K sharesnew addition2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC20.5K shares-19.44%2026-03-312026-05-11

SOUTHSTATE BK CORP SOUTHSTATE BK CORP15.9K shares3.61%2026-03-312026-05-11

MPC MARATHON PETE CORP6.0K shares1.62%2026-03-312026-05-11

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IUSB ISHARES TR31.2K shares-0.16%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS19.5K shares59.73%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-11

CSX CSX CORP34.8K shares0.00%2026-03-312026-05-11

SRE SEMPRA14.3K sharesnew addition2026-03-312026-05-11

NUE NUCOR CORP8.0K shares0.00%2026-03-312026-05-11

TJX TJX COS INC NEW8.1K shares-55.70%2026-03-312026-05-11

ENB ENBRIDGE INC23.0K shares85.02%2026-03-312026-05-11

Sponsored

BLACKSTONE INC BLACKSTONE INC10.8K shares58.55%2026-03-312026-05-11

JMUB J P MORGAN EXCHANGE TRADED F24.9K sharesnew addition2026-03-312026-05-11

QQQI NEOS ETF TRUST25.0K sharesnew addition2026-03-312026-05-11

APA CORPORATION APA CORPORATION29.1K shares0.00%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS5.1K shares-25.95%2026-03-312026-05-11

SPGI S&P GLOBAL INC2.9K shares2.88%2026-03-312026-05-11

TXN TEXAS INSTRS INC6.2K shares-26.32%2026-03-312026-05-11

MPLX MPLX LP21.1K shares32.30%2026-03-312026-05-11

Sponsored

PSX PHILLIPS 666.6K shares29.25%2026-03-312026-05-11

KKR & CO INC KKR & CO INC12.5K shares77.90%2026-03-312026-05-11

TRGP TARGA RES CORP4.5K shares61.25%2026-03-312026-05-11

PIO INVESCO EXCH TRADED FD TR II26.1K shares22.37%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC2.3K shares70.52%2026-03-312026-05-11

VUG VANGUARD INDEX FDS2.5K shares-0.47%2026-03-312026-05-11

MGC VANGUARD WORLD FD4.6K sharesnew addition2026-03-312026-05-11

VTV VANGUARD INDEX FDS5.4K shares25.87%2026-03-312026-05-11

Sponsored

NFLX NETFLIX INC.11.0K shares164.63%2026-03-312026-05-11

DFGX DIMENSIONAL ETF TRUST19.3K sharesnew addition2026-03-312026-05-11

MO ALTRIA GROUP INC15.2K shares14.84%2026-03-312026-05-11

LLY ELI LILLY & CO1.1K shares-63.44%2026-03-312026-05-11

CNP CENTERPOINT ENERGY INC22.9K shares38.90%2026-03-312026-05-11

T AT&T INC33.7K shares8.31%2026-03-312026-05-11

FDL FIRST TR EXCHANGE-TRADED FD18.7K shares-8.78%2026-03-312026-05-11

OEF ISHARES TR3.0K shares0.00%2026-03-312026-05-11

Sponsored

EXP EAGLE MATLS INC4.9K shares0.00%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR6.9K shares105.32%2026-03-312026-05-11

OKE ONEOK INC NEW10.0K shares17.45%2026-03-312026-05-11

IEMG ISHARES INC12.9K sharesnew addition2026-03-312026-05-11

GILD GILEAD SCIENCES INC6.5K shares-10.24%2026-03-312026-05-11

IJR ISHARES TR7.2K shares-15.44%2026-03-312026-05-11

IWP ISHARES TR6.9K shares-1.25%2026-03-312026-05-11

DGRO ISHARES TR12.7K shares-8.34%2026-03-312026-05-11

Sponsored

IWS ISHARES TR6.1K shares-1.25%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO2.8K shares2.07%2026-03-312026-05-11

VMC VULCAN MATLS CO3.1K shares-4.95%2026-03-312026-05-11

CW CURTISS WRIGHT CORP1.2K shares16.68%2026-03-312026-05-11

WES WESTERN MIDSTREAM PARTNERS L19.7K shares63.48%2026-03-312026-05-11

SUB ISHARES TR7.6K shares0.00%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN3.8K shares21.21%2026-03-312026-05-11

TFI SPDR SERIES TRUST16.5K shares-11.53%2026-03-312026-05-11

Sponsored

WFC WELLS FARGO & CO9.4K shares0.79%2026-03-312026-05-11

ALL ALLSTATE CORP3.4K shares-7.94%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR8.6K sharesnew addition2026-03-312026-05-11

MOO VANECK ETF TRUST8.1K shares9.12%2026-03-312026-05-11

IVE ISHARES TR3.2K shares-1.17%2026-03-312026-05-11

LUV SOUTHWEST AIRLS CO18.0K shares70.79%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR26.3K sharesnew addition2026-03-312026-05-11

IWM ISHARES TR2.7K shares-11.85%2026-03-312026-05-11

Sponsored

VRSK VERISK ANALYTICS INC3.4K sharesnew addition2026-03-312026-05-11

MOG.A MOOG INC2.2K sharesnew addition2026-03-312026-05-11

FAST FASTENAL CO13.6K shares-29.63%2026-03-312026-05-11

VTWO VANGUARD SCOTTSDALE FDS6.1K shares-1.79%2026-03-312026-05-11

SPYG SPDR SERIES TRUST6.2K shares0.24%2026-03-312026-05-11

SLB SLB LIMITED11.6K shares45.92%2026-03-312026-05-11

STEL STELLAR BANCORP INC15.7K shares-5.80%2026-03-312026-05-11

VB VANGUARD INDEX FDS2.2K shares-4.28%2026-03-312026-05-11

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.8K sharesnew addition2026-03-312026-05-11

VSGX VANGUARD WORLD FD7.8K shares0.00%2026-03-312026-05-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC12.0K shares5.51%2026-03-312026-05-11

IXUS ISHARES TR6.2K shares-2.16%2026-03-312026-05-11

VOE VANGUARD INDEX FDS2.9K sharesnew addition2026-03-312026-05-11

SO SOUTHERN CO5.5K shares-12.74%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC8.9K shares23.11%2026-03-312026-05-11

IUSG ISHARES TR3.3K shares0.00%2026-03-312026-05-11

Sponsored

IRM IRON MTN INC DEL5.0K shares4.14%2026-03-312026-05-11

JMOM J P MORGAN EXCHANGE TRADED F7.4K sharesnew addition2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS6.4K sharesnew addition2026-03-312026-05-11

IESC IES HOLDINGS INC1.0K shares0.00%2026-03-312026-05-11

CBAN COLONY BANKCORP INC23.4K sharesnew addition2026-03-312026-05-11

LINDE PLC LINDE PLC935 shares2.86%2026-03-312026-05-11

AESI ATLAS ENERGY SOLUTIONS INC35.1K sharesnew addition2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS5.5K shares-0.25%2026-03-312026-05-11

Sponsored

FTEC FIDELITY COVINGTON TRUST2.1K shares0.00%2026-03-312026-05-11

ELAN ELANCO ANIMAL HEALTH INC17.9K shares8.93%2026-03-312026-05-11

GWRE GUIDEWIRE SOFTWARE INC2.8K shares-17.29%2026-03-312026-05-11

TDY TELEDYNE TECHNOLOGIES INC695 shares0.00%2026-03-312026-05-11

CB CHUBB LTD SWITZ1.3K shares-17.12%2026-03-312026-05-11

PSA PUBLIC STORAGE OPER CO1.5K shares-9.04%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F8.0K shares7.75%2026-03-312026-05-11

FELC FIDELITY COVINGTON TRUST11.1K sharesnew addition2026-03-312026-05-11

Sponsored

SCHD SCHWAB STRATEGIC TR13.0K sharesnew addition2026-03-312026-05-11

RQI COHEN & STEERS QUALITY INCOM32.2K sharesnew addition2026-03-312026-05-11

HRL HORMEL FOODS CORP17.1K shares0.00%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP559 shares19.44%2026-03-312026-05-11

BA BOEING CO1.9K shares43.19%2026-03-312026-05-11

GDX VANECK ETF TRUST4.1K sharesnew addition2026-03-312026-05-11

IJK ISHARES TR3.8K shares-0.98%2026-03-312026-05-11

IAG IAMGOLD CORP20.0K shares0.00%2026-03-312026-05-11

Sponsored

FDX FEDEX CORP1.1K sharesnew addition2026-03-312026-05-11

SHEL SHELL PLC4.0K shares34.73%2026-03-312026-05-11

VGT VANGUARD WORLD FD516 shares2.18%2026-03-312026-05-11

VENTURE GLOBAL INC VENTURE GLOBAL INC22.6K shares55.05%2026-03-312026-05-11

TGT TARGET CORP2.9K shares-11.50%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP3.0K shares-7.62%2026-03-312026-05-11

CMCSA COMCAST CORP NEW12.3K shares-27.46%2026-03-312026-05-11

WM WASTE MGMT INC DEL1.5K shares-64.79%2026-03-312026-05-11

Sponsored

ARKQ ARK ETF TR3.1K sharesnew addition2026-03-312026-05-11

SBUX STARBUCKS CORP3.8K shares-28.02%2026-03-312026-05-11

D DOMINION ENERGY INC5.4K shares-8.90%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS7.3K shares6.95%2026-03-312026-05-11

DIS DISNEY WALT CO3.4K sharesnew addition2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC905 shares-64.41%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC7.2K shares-81.55%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO5.3K sharesnew addition2026-03-312026-05-11

Sponsored

SLV ISHARES SILVER TR4.7K shares19.23%2026-03-312026-05-11

NEM NEWMONT CORP3.0K sharesnew addition2026-03-312026-05-11

FDMO FIDELITY COVINGTON TRUST4.0K shares0.00%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC2.2K shares-31.93%2026-03-312026-05-11

TOTALENERGIES SE TOTALENERGIES SE3.5K shares8.75%2026-03-312026-05-11

VGK VANGUARD INTL EQUITY INDEX F3.8K shares16.91%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS3.5K shares0.00%2026-03-312026-05-11

CVS CVS HEALTH CORP4.3K sharesnew addition2026-03-312026-05-11

Sponsored

IBIT ISHARES BITCOIN TRUST ETF8.0K sharesnew addition2026-03-312026-05-11

IWO ISHARES TR969 shares-58.21%2026-03-312026-05-11

AVUS AMERICAN CENTY ETF TR2.7K shares-50.90%2026-03-312026-05-11

AON PLC AON PLC912 shares0.00%2026-03-312026-05-11

ITOT ISHARES TR2.0K shares4.27%2026-03-312026-05-11

ESML ISHARES TR6.1K shares0.00%2026-03-312026-05-11

GEV GE VERNOVA INC327 sharesnew addition2026-03-312026-05-11

FANG DIAMONDBACK ENERGY INC1.4K sharesnew addition2026-03-312026-05-11

Sponsored

DE DEERE & CO492 shares-37.48%2026-03-312026-05-11

NVS NOVARTIS AG1.8K sharesnew addition2026-03-312026-05-11

IBOC INTERNATIONAL BANCSHARES COR4.1K shares0.00%2026-03-312026-05-11

ICF ISHARES TR4.4K shares0.00%2026-03-312026-05-11

SCZ ISHARES TR3.5K shares-6.69%2026-03-312026-05-11

IWN ISHARES TR1.4K shares-21.85%2026-03-312026-05-11

DOW DOW HLDGS INC6.3K shares-26.90%2026-03-312026-05-11

QEFA SPDR INDEX SHS FDS2.8K shares0.00%2026-03-312026-05-11

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F5.5K shares-5.75%2026-03-312026-05-11

FNDX SCHWAB STRATEGIC TR9.3K sharesnew addition2026-03-312026-05-11

MINT PIMCO ETF TR2.6K shares-3.64%2026-03-312026-05-11

VBK VANGUARD INDEX FDS841 shares1.45%2026-03-312026-05-11

SPYM SPDR SERIES TRUST3.3K shares8.51%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP894 shares0.00%2026-03-312026-05-11

VOOG VANGUARD ADMIRAL FDS INC608 shares19.69%2026-03-312026-05-11

MUB ISHARES TR2.2K shares5.41%2026-03-312026-05-11

Sponsored

SHM SPDR SERIES TRUST4.9K shares0.00%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR9.5K shares-3.19%2026-03-312026-05-11

SMH VANECK ETF TRUST606 shares0.00%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR3.8K sharesnew addition2026-03-312026-05-11

RSPH INVESCO EXCHANGE TRADED FD T7.6K sharesnew addition2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC1.7K sharesnew addition2026-03-312026-05-11

MTUM ISHARES TR942 shares0.00%2026-03-312026-05-11

SAP SAP SE1.3K shares-0.53%2026-03-312026-05-11

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC664 shares-30.18%2026-03-312026-05-11

MMM 3M CO1.5K shares1.45%2026-03-312026-05-11

URA GLOBAL X FDS4.5K sharesnew addition2026-03-312026-05-11

AFL AFLAC INC2.0K sharesnew addition2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR4.4K shares0.00%2026-03-312026-05-11

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.1K shares7.60%2026-03-312026-05-11

PAYX PAYCHEX INC2.3K shares-3.92%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2026-03-312026-05-11

Sponsored

RWL INVESCO EXCH TRADED FD TR II1.8K sharesnew addition2026-03-312026-05-11

POWL POWELL INDS INC373 sharesnew addition2026-03-312026-05-11

SHOP SHOPIFY INC1.7K shares12.36%2026-03-312026-05-11

REI RING ENERGY INC92.3K shares0.00%2026-03-312026-05-11

XIFR XPLR INFRASTRUCTURE LP13.0K sharesnew addition2026-03-312026-05-11

AGNC AGNC INVT CORP12.0K sharesnew addition2026-03-312026-05-11

NAK NORTHERN DYNASTY MINERALS LT26.5K sharesnew addition2026-03-312026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-11.10%

Shares3.9M

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-7.14%

Shares286.2K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

69.75%

Shares677.8K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

-7.20%

Shares2.0M

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

-15.37%

Shares1.4M

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

-10.49%

Shares875.7K

Event2026-03-31

Filed2026-05-11

DON

WISDOMTREE TR

-14.41%

Shares1.6M

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-6.95%

Shares140.7K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-13.77%

Shares123.9K

Event2026-03-31

Filed2026-05-11

SDY

SPDR SERIES TRUST

-7.62%

Shares256.9K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-16.98%

Shares130.9K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-16.47%

Shares88.3K

Event2026-03-31

Filed2026-05-11

DHS

WISDOMTREE TR

-11.72%

Shares297.8K

Event2026-03-31

Filed2026-05-11

DFLV

DIMENSIONAL ETF TRUST

120.40%

Shares838.1K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

-28.45%

Shares112.8K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-20.29%

Shares76.6K

Event2026-03-31

Filed2026-05-11

IQLT

ISHARES TR

162.61%

Shares448.1K

Event2026-03-31

Filed2026-05-11

AVIV

AMERICAN CENTY ETF TR

-5.97%

Shares257.8K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-4.40%

Shares74.2K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

14.48%

Shares385.2K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-11.20%

Shares77.7K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-10.03%

Shares76.1K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

-24.62%

Shares78.1K

Event2026-03-31

Filed2026-05-11

CMI

CUMMINS INC

-26.48%

Shares28.0K

Event2026-03-31

Filed2026-05-11

WSM

WILLIAMS SONOMA INC

-23.02%

Shares82.4K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-4.70%

Shares50.4K

Event2026-03-31

Filed2026-05-11

CGIE

CAPITAL GROUP INTERNATIONAL

New

Shares424.7K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-19.37%

Shares66.8K

Event2026-03-31

Filed2026-05-11

DEM

WISDOMTREE TR

-4.44%

Shares273.4K

Event2026-03-31

Filed2026-05-11

TCHP

T ROWE PRICE ETF INC

-2.07%

Shares289.4K

Event2026-03-31

Filed2026-05-11

IDV

ISHARES TR

-12.53%

Shares299.1K

Event2026-03-31

Filed2026-05-11

VXF

VANGUARD INDEX FDS

-5.48%

Shares60.7K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

-21.94%

Shares109.6K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-22.52%

Shares43.1K

Event2026-03-31

Filed2026-05-11

KMI

KINDER MORGAN INC DEL

-20.00%

Shares361.1K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

-18.09%

Shares19.8K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

-0.91%

Shares79.9K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

-21.91%

Shares241.4K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

-22.31%

Shares148.4K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

-13.99%

Shares93.6K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

-19.27%

Shares31.4K

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

-21.39%

Shares149.4K

Event2026-03-31

Filed2026-05-11

VISA INC

-12.11%

Shares35.9K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

-22.56%

Shares63.2K

Event2026-03-31

Filed2026-05-11

EPD

ENTERPRISE PRODS PARTNERS L

0.08%

Shares275.8K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-19.22%

Shares32.3K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

-25.08%

Shares10.4K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW

-18.00%

Shares75.5K

Event2026-03-31

Filed2026-05-11

DOLLAR GEN CORP

-25.73%

Shares81.8K

Event2026-03-31

Filed2026-05-11

NSC

NORFOLK SOUTHN CORP

-20.72%

Shares33.4K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

-16.37%

Shares73.9K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

-13.73%

Shares92.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

16.96%

Shares50.2K

Event2026-03-31

Filed2026-05-11

BOND

PIMCO ETF TR

9.58%

Shares92.3K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

-23.78%

Shares90.9K

Event2026-03-31

Filed2026-05-11

DVY

ISHARES TR

-16.49%

Shares54.1K

Event2026-03-31

Filed2026-05-11

EES

WISDOMTREE TR

-12.72%

Shares138.3K

Event2026-03-31

Filed2026-05-11

AMT

AMERICAN TOWER CORP

-14.49%

Shares46.2K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

-19.08%

Shares157.9K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

-11.95%

Shares15.8K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-18.10%

Shares50.4K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

-24.56%

Shares13.3K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

-20.40%

Shares33.5K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-14.45%

Shares11.6K

Event2026-03-31

Filed2026-05-11

PAGP

PLAINS GP HLDGS L P

-17.27%

Shares305.9K

Event2026-03-31

Filed2026-05-11

JPEM

J P MORGAN EXCHANGE TRADED F

-15.05%

Shares116.0K

Event2026-03-31

Filed2026-05-11

MET

METLIFE INC

-20.50%

Shares99.7K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

-8.78%

Shares16.2K

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

-5.08%

Shares10.7K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

86.47%

Shares129.5K

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY

-20.79%

Shares39.1K

Event2026-03-31

Filed2026-05-11

EEM

ISHARES TR

-14.77%

Shares112.8K

Event2026-03-31

Filed2026-05-11

JHMM

JOHN HANCOCK EXCHANGE TRADED

4.25%

Shares94.1K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

-0.69%

Shares62.8K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

-6.29%

Shares41.6K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

-6.51%

Shares28.4K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

-16.72%

Shares214.3K

Event2026-03-31

Filed2026-05-11

OXY

OCCIDENTAL PETE CORP

0.05%

Shares91.6K

Event2026-03-31

Filed2026-05-11

VYMI

VANGUARD WHITEHALL FDS

-18.97%

Shares62.7K

Event2026-03-31

Filed2026-05-11

CTVA

CORTEVA INC

-18.32%

Shares69.5K

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP

-19.85%

Shares126.1K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC

-22.18%

Shares66.3K

Event2026-03-31

Filed2026-05-11

VTHR

VANGUARD SCOTTSDALE FDS

-13.48%

Shares20.0K

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND

-17.52%

Shares28.9K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-14.98%

Shares5.7K

Event2026-03-31

Filed2026-05-11

APD

AIR PRODUCTS AND CHEMICALS I

-18.60%

Shares18.5K

Event2026-03-31

Filed2026-05-11

LNG

CHENIERE ENERGY INC

-20.25%

Shares18.9K

Event2026-03-31

Filed2026-05-11

DGRS

WISDOMTREE TR

-14.07%

Shares100.7K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

197.84%

Shares68.5K

Event2026-03-31

Filed2026-05-11

GSSC

GOLDMAN SACHS ETF TR

8.65%

Shares69.7K

Event2026-03-31

Filed2026-05-11

AWK

AMERICAN WTR WKS CO INC NEW

-16.77%

Shares37.4K

Event2026-03-31

Filed2026-05-11

DFAE

DIMENSIONAL ETF TRUST

3.43%

Shares146.5K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION

-11.76%

Shares14.8K

Event2026-03-31

Filed2026-05-11

JQUA

J P MORGAN EXCHANGE TRADED F

4.60%

Shares79.2K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

-10.48%

Shares62.7K

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC

-14.96%

Shares47.7K

Event2026-03-31

Filed2026-05-11

CINF

CINCINNATI FINL CORP

New

Shares29.2K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

-25.10%

Shares27.4K

Event2026-03-31

Filed2026-05-11

CME

CME GROUP INC

-15.49%

Shares14.7K

Event2026-03-31

Filed2026-05-11

CROWN CASTLE INC

-16.88%

Shares53.4K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

-3.76%

Shares12.0K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC

-14.62%

Shares975

Event2026-03-31

Filed2026-05-11

COF

CAPITAL ONE FINL CORP

-18.34%

Shares22.3K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

-18.17%

Shares16.8K

Event2026-03-31

Filed2026-05-11

PHO

INVESCO EXCHANGE TRADED FD T

5.14%

Shares58.4K

Event2026-03-31

Filed2026-05-11

DFAS

DIMENSIONAL ETF TRUST

116.43%

Shares54.6K

Event2026-03-31

Filed2026-05-11

FIS

FIDELITY NATL INFORMATION SV

-13.31%

Shares81.6K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

-9.74%

Shares34.8K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

15.59%

Shares17.7K

Event2026-03-31

Filed2026-05-11

DLN

WISDOMTREE TR

-8.62%

Shares42.3K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

-23.98%

Shares11.0K

Event2026-03-31

Filed2026-05-11

KIM

KIMCO REALTY CORP

391.40%

Shares160.7K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

-26.00%

Shares27.4K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

-8.93%

Shares13.2K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

-20.68%

Shares14.7K

Event2026-03-31

Filed2026-05-11

YUM

YUM BRANDS INC

-17.49%

Shares22.8K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

-20.04%

Shares17.2K

Event2026-03-31

Filed2026-05-11

REALTY INCOME CORP

-11.81%

Shares57.1K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

-1.55%

Shares63.9K

Event2026-03-31

Filed2026-05-11

LABCORP HOLDINGS INC

-18.05%

Shares12.9K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

22.50%

Shares5.7K

Event2026-03-31

Filed2026-05-11

NKE

NIKE INC

-20.66%

Shares64.8K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

-22.26%

Shares35.8K

Event2026-03-31

Filed2026-05-11

MARVELL TECHNOLOGY INC

-21.29%

Shares33.4K

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

-18.14%

Shares112.0K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

-19.19%

Shares11.1K

Event2026-03-31

Filed2026-05-11

VBR

VANGUARD INDEX FDS

-6.77%

Shares14.1K

Event2026-03-31

Filed2026-05-11

ENERGY TRANSFER L P

91.86%

Shares154.7K

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC

-21.35%

Shares10.6K

Event2026-03-31

Filed2026-05-11

THE CIGNA GROUP

-15.62%

Shares10.4K

Event2026-03-31

Filed2026-05-11

CTRA

COTERRA ENERGY INC

New

Shares76.5K

Event2026-03-31

Filed2026-05-11

FELG

FIDELITY COVINGTON TRUST

New

Shares71.7K

Event2026-03-31

Filed2026-05-11

WAT

WATERS CORP

-5.97%

Shares8.8K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-44.26%

Shares4.5K

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS

76.73%

Shares19.4K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

-2.90%

Shares32.1K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE INC

-22.06%

Shares13.5K

Event2026-03-31

Filed2026-05-11

FFIV

F5 INC

-21.19%

Shares8.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-2.58%

Shares8.5K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

1.64%

Shares5.0K

Event2026-03-31

Filed2026-05-11

SUN

SUNOCO LP/SUNOCO FIN CORP

137.84%

Shares35.1K

Event2026-03-31

Filed2026-05-11

VOT

VANGUARD INDEX FDS

New

Shares8.8K

Event2026-03-31

Filed2026-05-11

HBAN

HUNTINGTON BANCSHARES INC

New

Shares143.1K

Event2026-03-31

Filed2026-05-11

NOW

SERVICENOW INC

0.61%

Shares21.1K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

6.07%

Shares6.6K

Event2026-03-31

Filed2026-05-11

AGILENT TECHNOLOGIES INC

-18.67%

Shares18.9K

Event2026-03-31

Filed2026-05-11

MDYG

SPDR SERIES TRUST

-26.82%

Shares22.4K

Event2026-03-31

Filed2026-05-11

ICE

INTERCONTINENTAL EXCHANGE IN

-7.49%

Shares13.6K

Event2026-03-31

Filed2026-05-11

KEX

KIRBY CORP

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-11

VEEV

VEEVA SYS INC

-12.14%

Shares11.6K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

77.61%

Shares4.4K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

71.36%

Shares2.6K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-0.66%

Shares12.6K

Event2026-03-31

Filed2026-05-11

BDX

BECTON DICKINSON & CO

-15.66%

Shares11.4K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

767.26%

Shares19.5K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

27.24%

Shares18.1K

Event2026-03-31

Filed2026-05-11

DFSD

DIMENSIONAL ETF TRUST

New

Shares34.0K

Event2026-03-31

Filed2026-05-11

CQP

CHENIERE ENERGY PARTNERS L P

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-11

IDMO

INVESCO EXCH TRADED FD TR II

New

Shares29.0K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC

-1.44%

Shares12.9K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-11.34%

Shares12.5K

Event2026-03-31

Filed2026-05-11

FITB

FIFTH THIRD BANCORP

New

Shares33.1K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

-0.59%

Shares4.1K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP

1.60%

Shares6.1K

Event2026-03-31

Filed2026-05-11

PYLD

PIMCO ETF TR

New

Shares57.1K

Event2026-03-31

Filed2026-05-11

UBER

UBER TECHNOLOGIES INC

-19.44%

Shares20.5K

Event2026-03-31

Filed2026-05-11

SOUTHSTATE BK CORP

3.61%

Shares15.9K

Event2026-03-31

Filed2026-05-11

MPC

MARATHON PETE CORP

1.62%

Shares6.0K

Event2026-03-31

Filed2026-05-11

IUSB

ISHARES TR

-0.16%

Shares31.2K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

59.73%

Shares19.5K

Event2026-03-31

Filed2026-05-11

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-11

CSX

CSX CORP

0.00%

Shares34.8K

Event2026-03-31

Filed2026-05-11

SRE

SEMPRA

New

Shares14.3K

Event2026-03-31

Filed2026-05-11

NUE

NUCOR CORP

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

-55.70%

Shares8.1K

Event2026-03-31

Filed2026-05-11

ENB

ENBRIDGE INC

85.02%

Shares23.0K

Event2026-03-31

Filed2026-05-11

BLACKSTONE INC

58.55%

Shares10.8K

Event2026-03-31

Filed2026-05-11

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares24.9K

Event2026-03-31

Filed2026-05-11

QQQI

NEOS ETF TRUST

New

Shares25.0K

Event2026-03-31

Filed2026-05-11

APA CORPORATION

0.00%

Shares29.1K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

-25.95%

Shares5.1K

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC

2.88%

Shares2.9K

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC

-26.32%

Shares6.2K

Event2026-03-31

Filed2026-05-11

MPLX

MPLX LP

32.30%

Shares21.1K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

29.25%

Shares6.6K

Event2026-03-31

Filed2026-05-11

KKR & CO INC

77.90%

Shares12.5K

Event2026-03-31

Filed2026-05-11

TRGP

TARGA RES CORP

61.25%

Shares4.5K

Event2026-03-31

Filed2026-05-11

PIO

INVESCO EXCH TRADED FD TR II

22.37%

Shares26.1K

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC

70.52%

Shares2.3K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

-0.47%

Shares2.5K

Event2026-03-31

Filed2026-05-11

MGC

VANGUARD WORLD FD

New

Shares4.6K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

25.87%

Shares5.4K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

164.63%

Shares11.0K

Event2026-03-31

Filed2026-05-11

DFGX

DIMENSIONAL ETF TRUST

New

Shares19.3K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

14.84%

Shares15.2K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

-63.44%

Shares1.1K

Event2026-03-31

Filed2026-05-11

CNP

CENTERPOINT ENERGY INC

38.90%

Shares22.9K

Event2026-03-31

Filed2026-05-11

AT&T INC

8.31%

Shares33.7K

Event2026-03-31

Filed2026-05-11

FDL

FIRST TR EXCHANGE-TRADED FD

-8.78%

Shares18.7K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

EXP

EAGLE MATLS INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

105.32%

Shares6.9K

Event2026-03-31

Filed2026-05-11

OKE

ONEOK INC NEW

17.45%

Shares10.0K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

New

Shares12.9K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

-10.24%

Shares6.5K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

-15.44%

Shares7.2K

Event2026-03-31

Filed2026-05-11

IWP

ISHARES TR

-1.25%

Shares6.9K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

-8.34%

Shares12.7K

Event2026-03-31

Filed2026-05-11

IWS

ISHARES TR

-1.25%

Shares6.1K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

2.07%

Shares2.8K

Event2026-03-31

Filed2026-05-11

VMC

VULCAN MATLS CO

-4.95%

Shares3.1K

Event2026-03-31

Filed2026-05-11

CURTISS WRIGHT CORP

16.68%

Shares1.2K

Event2026-03-31

Filed2026-05-11

WES

WESTERN MIDSTREAM PARTNERS L

63.48%

Shares19.7K

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING IN

21.21%

Shares3.8K

Event2026-03-31

Filed2026-05-11

TFI

SPDR SERIES TRUST

-11.53%

Shares16.5K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO

0.79%

Shares9.4K

Event2026-03-31

Filed2026-05-11

ALL

ALLSTATE CORP

-7.94%

Shares3.4K

Event2026-03-31

Filed2026-05-11

AVEM

AMERICAN CENTY ETF TR

New

Shares8.6K

Event2026-03-31

Filed2026-05-11

MOO

VANECK ETF TRUST

9.12%

Shares8.1K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

-1.17%

Shares3.2K

Event2026-03-31

Filed2026-05-11

LUV

SOUTHWEST AIRLS CO

70.79%

Shares18.0K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

New

Shares26.3K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

-11.85%

Shares2.7K

Event2026-03-31

Filed2026-05-11

VRSK

VERISK ANALYTICS INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-11

MOG.A

MOOG INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-11

FAST

FASTENAL CO

-29.63%

Shares13.6K

Event2026-03-31

Filed2026-05-11

VTWO

VANGUARD SCOTTSDALE FDS

-1.79%

Shares6.1K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

0.24%

Shares6.2K

Event2026-03-31

Filed2026-05-11

SLB

SLB LIMITED

45.92%

Shares11.6K

Event2026-03-31

Filed2026-05-11

STEL

STELLAR BANCORP INC

-5.80%

Shares15.7K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-4.28%

Shares2.2K

Event2026-03-31

Filed2026-05-11

QNITY ELECTRONICS INC

New

Shares4.8K

Event2026-03-31

Filed2026-05-11

VSGX

VANGUARD WORLD FD

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-11

DUPONT DE NEMOURS INC

5.51%

Shares12.0K

Event2026-03-31

Filed2026-05-11

IXUS

ISHARES TR

-2.16%

Shares6.2K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

New

Shares2.9K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

-12.74%

Shares5.5K

Event2026-03-31

Filed2026-05-11

MDLZ

MONDELEZ INTL INC

23.11%

Shares8.9K

Event2026-03-31

Filed2026-05-11

IUSG

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-11

IRM

IRON MTN INC DEL

4.14%

Shares5.0K

Event2026-03-31

Filed2026-05-11

JMOM

J P MORGAN EXCHANGE TRADED F

New

Shares7.4K

Event2026-03-31

Filed2026-05-11

VCRB

VANGUARD MALVERN FDS

New

Shares6.4K

Event2026-03-31

Filed2026-05-11

IESC

IES HOLDINGS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-11

CBAN

COLONY BANKCORP INC

New

Shares23.4K

Event2026-03-31

Filed2026-05-11

LINDE PLC

2.86%

Shares935

Event2026-03-31

Filed2026-05-11

AESI

ATLAS ENERGY SOLUTIONS INC

New

Shares35.1K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

-0.25%

Shares5.5K

Event2026-03-31

Filed2026-05-11

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-11

ELAN

ELANCO ANIMAL HEALTH INC

8.93%

Shares17.9K

Event2026-03-31

Filed2026-05-11

GWRE

GUIDEWIRE SOFTWARE INC

-17.29%

Shares2.8K

Event2026-03-31

Filed2026-05-11

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares695

Event2026-03-31

Filed2026-05-11

CHUBB LTD SWITZ

-17.12%

Shares1.3K

Event2026-03-31

Filed2026-05-11

PSA

PUBLIC STORAGE OPER CO

-9.04%

Shares1.5K

Event2026-03-31

Filed2026-05-11

JPST

J P MORGAN EXCHANGE TRADED F

7.75%

Shares8.0K

Event2026-03-31

Filed2026-05-11

FELC

FIDELITY COVINGTON TRUST

New

Shares11.1K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

New

Shares13.0K

Event2026-03-31

Filed2026-05-11

RQI

COHEN & STEERS QUALITY INCOM

New

Shares32.2K

Event2026-03-31

Filed2026-05-11

HRL

HORMEL FOODS CORP

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-11

NOC

NORTHROP GRUMMAN CORP

19.44%

Shares559

Event2026-03-31

Filed2026-05-11

BOEING CO

43.19%

Shares1.9K

Event2026-03-31

Filed2026-05-11

GDX

VANECK ETF TRUST

New

Shares4.1K

Event2026-03-31

Filed2026-05-11

IJK

ISHARES TR

-0.98%

Shares3.8K

Event2026-03-31

Filed2026-05-11

IAG

IAMGOLD CORP

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-11

FDX

FEDEX CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

SHEL

SHELL PLC

34.73%

Shares4.0K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

2.18%

Shares516

Event2026-03-31

Filed2026-05-11

VENTURE GLOBAL INC

55.05%

Shares22.6K

Event2026-03-31

Filed2026-05-11

TGT

TARGET CORP

-11.50%

Shares2.9K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP

-7.62%

Shares3.0K

Event2026-03-31

Filed2026-05-11

CMCSA

COMCAST CORP NEW

-27.46%

Shares12.3K

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL

-64.79%

Shares1.5K

Event2026-03-31

Filed2026-05-11

ARKQ

ARK ETF TR

New

Shares3.1K

Event2026-03-31

Filed2026-05-11

SBUX

STARBUCKS CORP

-28.02%

Shares3.8K

Event2026-03-31

Filed2026-05-11

DOMINION ENERGY INC

-8.90%

Shares5.4K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

6.95%

Shares7.3K

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO

New

Shares3.4K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC

-64.41%

Shares905

Event2026-03-31

Filed2026-05-11

PYPL

PAYPAL HLDGS INC

-81.55%

Shares7.2K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares5.3K

Event2026-03-31

Filed2026-05-11

SLV

ISHARES SILVER TR

19.23%

Shares4.7K

Event2026-03-31

Filed2026-05-11

NEM

NEWMONT CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

FDMO

FIDELITY COVINGTON TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

-31.93%

Shares2.2K

Event2026-03-31

Filed2026-05-11

TOTALENERGIES SE

8.75%

Shares3.5K

Event2026-03-31

Filed2026-05-11

VGK

VANGUARD INTL EQUITY INDEX F

16.91%

Shares3.8K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-11

CVS

CVS HEALTH CORP

New

Shares4.3K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares8.0K

Event2026-03-31

Filed2026-05-11

IWO

ISHARES TR

-58.21%

Shares969

Event2026-03-31

Filed2026-05-11

AVUS

AMERICAN CENTY ETF TR

-50.90%

Shares2.7K

Event2026-03-31

Filed2026-05-11

AON PLC

0.00%

Shares912

Event2026-03-31

Filed2026-05-11

ITOT

ISHARES TR

4.27%

Shares2.0K

Event2026-03-31

Filed2026-05-11

ESML

ISHARES TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

New

Shares327

Event2026-03-31

Filed2026-05-11

FANG

DIAMONDBACK ENERGY INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-11

DEERE & CO

-37.48%

Shares492

Event2026-03-31

Filed2026-05-11

NVS

NOVARTIS AG

New

Shares1.8K

Event2026-03-31

Filed2026-05-11

IBOC

INTERNATIONAL BANCSHARES COR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-11

ICF

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-11

SCZ

ISHARES TR

-6.69%

Shares3.5K

Event2026-03-31

Filed2026-05-11

IWN

ISHARES TR

-21.85%

Shares1.4K

Event2026-03-31

Filed2026-05-11

DOW

DOW HLDGS INC

-26.90%

Shares6.3K

Event2026-03-31

Filed2026-05-11

QEFA

SPDR INDEX SHS FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-11

JCPB

J P MORGAN EXCHANGE TRADED F

-5.75%

Shares5.5K

Event2026-03-31

Filed2026-05-11

FNDX

SCHWAB STRATEGIC TR

New

Shares9.3K

Event2026-03-31

Filed2026-05-11

MINT

PIMCO ETF TR

-3.64%

Shares2.6K

Event2026-03-31

Filed2026-05-11

VBK

VANGUARD INDEX FDS

1.45%

Shares841

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

8.51%

Shares3.3K

Event2026-03-31

Filed2026-05-11

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares894

Event2026-03-31

Filed2026-05-11

VOOG

VANGUARD ADMIRAL FDS INC

19.69%

Shares608

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

5.41%

Shares2.2K

Event2026-03-31

Filed2026-05-11

SHM

SPDR SERIES TRUST

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

-3.19%

Shares9.5K

Event2026-03-31

Filed2026-05-11

SMH

VANECK ETF TRUST

0.00%

Shares606

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

New

Shares3.8K

Event2026-03-31

Filed2026-05-11

RSPH

INVESCO EXCHANGE TRADED FD T

New

Shares7.6K

Event2026-03-31

Filed2026-05-11

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES TR

0.00%

Shares942

Event2026-03-31

Filed2026-05-11

SAP

SAP SE

-0.53%

Shares1.3K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-30.18%

Shares664

Event2026-03-31

Filed2026-05-11

MMM

3M CO

1.45%

Shares1.5K

Event2026-03-31

Filed2026-05-11

URA

GLOBAL X FDS

New

Shares4.5K

Event2026-03-31

Filed2026-05-11

AFL

AFLAC INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-11

XLF

SELECT SECTOR SPDR TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-11

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

7.60%

Shares1.1K

Event2026-03-31

Filed2026-05-11

PAYX

PAYCHEX INC

-3.92%

Shares2.3K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

RWL

INVESCO EXCH TRADED FD TR II

New

Shares1.8K

Event2026-03-31

Filed2026-05-11

POWL

POWELL INDS INC

New

Shares373

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

12.36%

Shares1.7K

Event2026-03-31

Filed2026-05-11

REI

RING ENERGY INC

0.00%

Shares92.3K

Event2026-03-31

Filed2026-05-11

XIFR

XPLR INFRASTRUCTURE LP

New

Shares13.0K

Event2026-03-31

Filed2026-05-11

AGNC

AGNC INVT CORP

New

Shares12.0K

Event2026-03-31

Filed2026-05-11

NAK

NORTHERN DYNASTY MINERALS LT

New

Shares26.5K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

PLTR Call CallPALANTIR TECHNOLOGIES INC2.6K sharesnew addition2026-03-312026-05-11

XOM Call CallEXXON MOBIL CORP300 sharesnew addition2026-03-312026-05-11

PLTR Call

PALANTIR TECHNOLOGIES INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-11

XOM Call

EXXON MOBIL CORP

New

Shares300

Event2026-03-31

Filed2026-05-11

Put Option Holdings

No put option holdings data available