Sponsored

The Analysis of LMG Wealth Partners, LLC's Holdings & P&L

Currently, LMG Wealth Partners, LLC holds 154 types of securities in its portfolio with a total value $548.7M. In the most recent quarter, they have increased their positions in NUE (+11.5K shares, valued at $2.0M), GM (+21.8K shares, valued at $1.6M), DY (+3.4K shares, valued at $1.1M); decreased their positions in IWP (-2.9K shares, valued at $377.7K), IVW (-3.1K shares, valued at $353.0K), N/A (-661 shares, valued at $186.2K); initiated new positions in NUE (+11.5K shares, valued at $2.0M), DY (+3.4K shares, valued at $1.1M), VCSH (+5.5K shares, valued at $439.0K).

1M P&L

+15.9M+2.90%

3M P&L

+10.5M+1.89%

HY P&L

+51.7M+10.07%

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/A208.2M

40.4%

2Oil & Gas Integrated25.5M

4.9%

3Discount Stores21.1M

4.1%

Top Industries by Stock Count

1N/A40 stocks

28.8%

2Utilities - Regulated Electric5 stocks

3.6%

3Drug Manufacturers - General4 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR331.8K shares-0.93%2026-03-312026-04-17

WMT WALMART INC159.3K shares-0.20%2026-03-312026-04-17

AAPL APPLE INC65.8K shares0.15%2026-03-312026-04-17

VBR VANGUARD INDEX FDS75.6K shares0.34%2026-03-312026-04-17

CVX CHEVRON CORPORATION72.9K shares3.46%2026-03-312026-04-17

IWO ISHARES TR47.3K shares2.43%2026-03-312026-04-17

MSFT MICROSOFT CORP36.0K shares8.24%2026-03-312026-04-17

AGG ISHARES TR126.1K shares5.31%2026-03-312026-04-17

Sponsored

IWP ISHARES TR96.4K shares-2.97%2026-03-312026-04-17

RTX RTX CORPORATION62.3K shares-0.33%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T17.9K shares0.02%2026-03-312026-04-17

DIVI FRANKLIN TEMPLETON ETF TR271.2K shares4.28%2026-03-312026-04-17

XOM EXXON MOBIL CORP61.3K shares-0.74%2026-03-312026-04-17

CAH CARDINAL HEALTH INC48.3K shares-0.80%2026-03-312026-04-17

IVE ISHARES TR48.0K shares2.05%2026-03-312026-04-17

XMMO INVESCO EXCHANGE TRADED FD T59.6K shares1.12%2026-03-312026-04-17

Sponsored

NOBL PROSHARES TR78.7K shares-0.18%2026-03-312026-04-17

IJJ ISHARES TR62.8K shares0.51%2026-03-312026-04-17

AMZN AMAZON COM INC38.0K shares0.71%2026-03-312026-04-17

VIOG VANGUARD ADMIRAL FDS INC59.2K shares0.85%2026-03-312026-04-17

CELESTICA INC CELESTICA INC25.4K shares-2.53%2026-03-312026-04-17

PRU PRUDENTIAL FINL INC73.3K shares5.28%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON28.7K shares0.81%2026-03-312026-04-17

USB US BANCORP131.8K shares3.29%2026-03-312026-04-17

Sponsored

CAT CATERPILLAR INC9.7K shares-0.41%2026-03-312026-04-17

EMR EMERSON ELEC CO51.3K shares1.59%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.5K shares0.74%2026-03-312026-04-17

DVY ISHARES TR41.7K shares4.61%2026-03-312026-04-17

FDX FEDEX CORP17.3K shares0.27%2026-03-312026-04-17

RJF RAYMOND JAMES FINL INC40.9K shares1.13%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS66.4K shares2.32%2026-03-312026-04-17

MCD MCDONALDS CORP18.7K shares3.06%2026-03-312026-04-17

Sponsored

AFL AFLAC INC52.6K shares1.70%2026-03-312026-04-17

PEP PEPSICO INC35.4K shares13.77%2026-03-312026-04-17

TSLA TESLA INC14.1K shares9.77%2026-03-312026-04-17

LOW LOWES COS INC21.8K shares1.60%2026-03-312026-04-17

ABBV ABBVIE INC22.9K shares3.12%2026-03-312026-04-17

VFH VANGUARD WORLD FD40.8K shares3.65%2026-03-312026-04-17

CB CHUBB LTD SWITZ15.0K shares3.80%2026-03-312026-04-17

O REALTY INCOME CORP79.8K shares4.52%2026-03-312026-04-17

Sponsored

BNDX VANGUARD CHARLOTTE FDS98.1K shares9.08%2026-03-312026-04-17

STRL STERLING INFRASTRUCTURE INC11.1K shares-0.52%2026-03-312026-04-17

ALL ALLSTATE CORP21.8K shares1.08%2026-03-312026-04-17

ADM ARCHER DANIELS MIDLAND CO57.7K shares4.32%2026-03-312026-04-17

EEMV ISHARES INC64.1K shares5.40%2026-03-312026-04-17

SYY SYSCO CORP56.3K shares3.44%2026-03-312026-04-17

WFC WELLS FARGO & CO49.5K shares4.00%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO13.3K shares0.17%2026-03-312026-04-17

Sponsored

ALPHABET INC ALPHABET INC13.4K shares0.81%2026-03-312026-04-17

REGL PROSHARES TR42.7K shares8.85%2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN17.9K shares6.43%2026-03-312026-04-17

ALPHABET INC ALPHABET INC11.9K shares0.18%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC65.2K shares9.21%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO53.0K shares12.45%2026-03-312026-04-17

HD HOME DEPOT INC9.7K shares9.63%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC25.1K shares3.83%2026-03-312026-04-17

Sponsored

ABNB AIRBNB INC23.8K shares4.97%2026-03-312026-04-17

CSCO CISCO SYS INC38.7K shares2.92%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC8.7K shares-0.25%2026-03-312026-04-17

APP APPLOVIN CORP7.2K shares2.77%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F50.5K shares0.02%2026-03-312026-04-17

DIS DISNEY WALT CO27.4K shares3.91%2026-03-312026-04-17

CAAP CORPORACION AMER ARPTS S A103.2K shares0.40%2026-03-312026-04-17

IWS ISHARES TR17.1K shares0.00%2026-03-312026-04-17

Sponsored

IWN ISHARES TR13.2K shares0.00%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC6.8K shares-2.60%2026-03-312026-04-17

KO COCA COLA CO31.7K shares3.88%2026-03-312026-04-17

T AT&T INC82.7K shares0.58%2026-03-312026-04-17

MFC MANULIFE FINL CORP66.5K shares5.73%2026-03-312026-04-17

IJS ISHARES TR19.3K shares0.00%2026-03-312026-04-17

PKG PACKAGING CORP AMER10.6K shares3.40%2026-03-312026-04-17

VTI VANGUARD INDEX FDS7.0K shares4.95%2026-03-312026-04-17

Sponsored

SKYW SKYWEST INC23.7K shares3.94%2026-03-312026-04-17

OKTA OKTA INC27.4K shares5.34%2026-03-312026-04-17

LNT ALLIANT ENERGY CORP30.0K shares4.63%2026-03-312026-04-17

SO SOUTHERN CO20.6K shares7.64%2026-03-312026-04-17

KGC KINROSS GOLD CORP64.8K shares4.71%2026-03-312026-04-17

NUE NUCOR CORP11.5K sharesnew addition2026-03-312026-04-17

GM GENERAL MTRS CO25.3K shares623.41%2026-03-312026-04-17

INCY INCYTE CORP18.5K shares1.87%2026-03-312026-04-17

Sponsored

COMM VISTANCE NETWORKS INC94.8K shares6.23%2026-03-312026-04-17

WLDN WILLDAN GROUP INC22.4K shares11.73%2026-03-312026-04-17

PARR PAR PAC HOLDINGS INC26.9K shares24.25%2026-03-312026-04-17

BSM BLACK STONE MINERALS L P101.8K shares0.00%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.3K shares0.62%2026-03-312026-04-17

ETR ENTERGY CORP NEW12.9K shares0.00%2026-03-312026-04-17

TGT TARGET CORP11.1K shares33.25%2026-03-312026-04-17

NVDA NVIDIA CORPORATION7.7K shares0.26%2026-03-312026-04-17

Sponsored

BLACKSTONE INC BLACKSTONE INC11.2K shares9.26%2026-03-312026-04-17

PAYX PAYCHEX INC13.3K shares16.81%2026-03-312026-04-17

GPC GENUINE PARTS CO11.4K shares18.84%2026-03-312026-04-17

HP INC HP INC62.7K shares54.94%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares18.76%2026-03-312026-04-17

DRI DARDEN RESTAURANTS INC6.1K shares12.25%2026-03-312026-04-17

ET ENERGY TRANSFER L P60.1K shares0.00%2026-03-312026-04-17

DY DYCOM INDS INC3.4K sharesnew addition2026-03-312026-04-17

Sponsored

KMB KIMBERLY-CLARK CORP11.0K shares22.85%2026-03-312026-04-17

IVV ISHARES TR1.3K shares-0.76%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS3.5K shares0.00%2026-03-312026-04-17

EAT BRINKER INTL INC5.6K shares17.48%2026-03-312026-04-17

OKE ONEOK INC NEW8.8K shares0.00%2026-03-312026-04-17

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET26.2K shares30.35%2026-03-312026-04-17

VTV VANGUARD INDEX FDS3.8K shares-0.99%2026-03-312026-04-17

RCL ROYAL CARIBBEAN GROUP2.7K shares7.34%2026-03-312026-04-17

Sponsored

MPC MARATHON PETE CORP3.0K shares0.20%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F9.0K shares-2.72%2026-03-312026-04-17

VGT VANGUARD WORLD FD909 shares0.00%2026-03-312026-04-17

PG PROCTER & GAMBLE CO4.2K shares0.00%2026-03-312026-04-17

MCK MCKESSON CORP689 shares0.00%2026-03-312026-04-17

BAC BANK AMERICA CORP11.5K shares-2.04%2026-03-312026-04-17

WDC WESTERN DIGITAL CORP2.0K shares0.00%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC4.1K shares0.00%2026-03-312026-04-17

Sponsored

SLVM SYLVAMO CORP12.1K shares40.51%2026-03-312026-04-17

BROADCOM INC BROADCOM INC1.6K shares0.00%2026-03-312026-04-17

PFE PFIZER INC17.6K shares-2.05%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC4.9K shares1.23%2026-03-312026-04-17

VO VANGUARD INDEX FDS1.6K shares-1.34%2026-03-312026-04-17

VB VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-17

VHT VANGUARD WORLD FD1.6K shares0.37%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS5.5K sharesnew addition2026-03-312026-04-17

Sponsored

UNH UNITEDHEALTH GROUP INC1.6K shares0.69%2026-03-312026-04-17

VOE VANGUARD INDEX FDS2.2K shares0.54%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS1.9K shares-19.21%2026-03-312026-04-17

SNDK SANDISK CORP631 sharesnew addition2026-03-312026-04-17

WM WASTE MGMT INC DEL1.6K shares0.32%2026-03-312026-04-17

IJR ISHARES TR2.8K shares-5.24%2026-03-312026-04-17

CMI CUMMINS INC628 shares0.00%2026-03-312026-04-17

AZO AUTOZONE INC100 shares0.00%2026-03-312026-04-17

Sponsored

VYM VANGUARD WHITEHALL FDS2.2K shares0.00%2026-03-312026-04-17

CSX CSX CORP7.6K shares0.00%2026-03-312026-04-17

EEM ISHARES TR5.3K shares0.00%2026-03-312026-04-17

NEE NEXTERA ENERGY INC3.2K shares0.00%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP860 shares0.00%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR497 shares0.00%2026-03-312026-04-17

GEV GE VERNOVA INC315 shares0.00%2026-03-312026-04-17

CALM CAL MAINE FOODS INC3.4K shares0.00%2026-03-312026-04-17

Sponsored

BND VANGUARD BD INDEX FDS3.6K shares2.53%2026-03-312026-04-17

RSG REPUBLIC SVCS INC1.2K shares0.00%2026-03-312026-04-17

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.4K shares0.00%2026-03-312026-04-17

BA BOEING CO1.3K shares18.15%2026-03-312026-04-17

SPG SIMON PPTY GROUP INC NEW1.4K shares0.00%2026-03-312026-04-17

TXN TEXAS INSTRS INC1.3K shares0.00%2026-03-312026-04-17

DE DEERE & CO431 shares0.23%2026-03-312026-04-17

TJX TJX COS INC NEW1.5K shares0.00%2026-03-312026-04-17

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF4.4K shares3.35%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-04-17

ABT ABBOTT LABORATORIES2.1K shares-11.93%2026-03-312026-04-17

FNDF SCHWAB STRATEGIC TR4.2K sharesnew addition2026-03-312026-04-17

F FORD MTR CO15.4K shares0.00%2026-03-312026-04-17

CCAP CRESCENT CAP BDC INC13.5K shares17.81%2026-03-312026-04-17

NTLA INTELLIA THERAPEUTICS INC12.0K shares0.67%2026-03-312026-04-17

Sponsored

KD KYNDRYL HLDGS INC10.0K sharesnew addition2026-03-312026-04-17

STLA STELLANTIS N.V12.2K shares0.00%2026-03-312026-04-17

IVW

ISHARES TR

-0.93%

Shares331.8K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

-0.20%

Shares159.3K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

0.15%

Shares65.8K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

0.34%

Shares75.6K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

3.46%

Shares72.9K

Event2026-03-31

Filed2026-04-17

IWO

ISHARES TR

2.43%

Shares47.3K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

8.24%

Shares36.0K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

5.31%

Shares126.1K

Event2026-03-31

Filed2026-04-17

IWP

ISHARES TR

-2.97%

Shares96.4K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

-0.33%

Shares62.3K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

0.02%

Shares17.9K

Event2026-03-31

Filed2026-04-17

DIVI

FRANKLIN TEMPLETON ETF TR

4.28%

Shares271.2K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-0.74%

Shares61.3K

Event2026-03-31

Filed2026-04-17

CAH

CARDINAL HEALTH INC

-0.80%

Shares48.3K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

2.05%

Shares48.0K

Event2026-03-31

Filed2026-04-17

XMMO

INVESCO EXCHANGE TRADED FD T

1.12%

Shares59.6K

Event2026-03-31

Filed2026-04-17

NOBL

PROSHARES TR

-0.18%

Shares78.7K

Event2026-03-31

Filed2026-04-17

IJJ

ISHARES TR

0.51%

Shares62.8K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

0.71%

Shares38.0K

Event2026-03-31

Filed2026-04-17

VIOG

VANGUARD ADMIRAL FDS INC

0.85%

Shares59.2K

Event2026-03-31

Filed2026-04-17

CELESTICA INC

-2.53%

Shares25.4K

Event2026-03-31

Filed2026-04-17

PRU

PRUDENTIAL FINL INC

5.28%

Shares73.3K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

0.81%

Shares28.7K

Event2026-03-31

Filed2026-04-17

USB

US BANCORP

3.29%

Shares131.8K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

-0.41%

Shares9.7K

Event2026-03-31

Filed2026-04-17

EMR

EMERSON ELEC CO

1.59%

Shares51.3K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

0.74%

Shares13.5K

Event2026-03-31

Filed2026-04-17

DVY

ISHARES TR

4.61%

Shares41.7K

Event2026-03-31

Filed2026-04-17

FDX

FEDEX CORP

0.27%

Shares17.3K

Event2026-03-31

Filed2026-04-17

RJF

RAYMOND JAMES FINL INC

1.13%

Shares40.9K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD INDEX FDS

2.32%

Shares66.4K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

3.06%

Shares18.7K

Event2026-03-31

Filed2026-04-17

AFL

AFLAC INC

1.70%

Shares52.6K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

13.77%

Shares35.4K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

9.77%

Shares14.1K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC

1.60%

Shares21.8K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

3.12%

Shares22.9K

Event2026-03-31

Filed2026-04-17

VFH

VANGUARD WORLD FD

3.65%

Shares40.8K

Event2026-03-31

Filed2026-04-17

CHUBB LTD SWITZ

3.80%

Shares15.0K

Event2026-03-31

Filed2026-04-17

REALTY INCOME CORP

4.52%

Shares79.8K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

9.08%

Shares98.1K

Event2026-03-31

Filed2026-04-17

STRL

STERLING INFRASTRUCTURE INC

-0.52%

Shares11.1K

Event2026-03-31

Filed2026-04-17

ALL

ALLSTATE CORP

1.08%

Shares21.8K

Event2026-03-31

Filed2026-04-17

ADM

ARCHER DANIELS MIDLAND CO

4.32%

Shares57.7K

Event2026-03-31

Filed2026-04-17

EEMV

ISHARES INC

5.40%

Shares64.1K

Event2026-03-31

Filed2026-04-17

SYY

SYSCO CORP

3.44%

Shares56.3K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO & CO

4.00%

Shares49.5K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

0.17%

Shares13.3K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.81%

Shares13.4K

Event2026-03-31

Filed2026-04-17

REGL

PROSHARES TR

8.85%

Shares42.7K

Event2026-03-31

Filed2026-04-17

ADP

AUTOMATIC DATA PROCESSING IN

6.43%

Shares17.9K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.18%

Shares11.9K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

9.21%

Shares65.2K

Event2026-03-31

Filed2026-04-17

BMY

BRISTOL-MYERS SQUIBB CO

12.45%

Shares53.0K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

9.63%

Shares9.7K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

3.83%

Shares25.1K

Event2026-03-31

Filed2026-04-17

ABNB

AIRBNB INC

4.97%

Shares23.8K

Event2026-03-31

Filed2026-04-17

CSCO

CISCO SYS INC

2.92%

Shares38.7K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

-0.25%

Shares8.7K

Event2026-03-31

Filed2026-04-17

APP

APPLOVIN CORP

2.77%

Shares7.2K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

0.02%

Shares50.5K

Event2026-03-31

Filed2026-04-17

DIS

DISNEY WALT CO

3.91%

Shares27.4K

Event2026-03-31

Filed2026-04-17

CAAP

CORPORACION AMER ARPTS S A

0.40%

Shares103.2K

Event2026-03-31

Filed2026-04-17

IWS

ISHARES TR

0.00%

Shares17.1K

Event2026-03-31

Filed2026-04-17

IWN

ISHARES TR

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-17

EATON CORP PLC

-2.60%

Shares6.8K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

3.88%

Shares31.7K

Event2026-03-31

Filed2026-04-17

AT&T INC

0.58%

Shares82.7K

Event2026-03-31

Filed2026-04-17

MFC

MANULIFE FINL CORP

5.73%

Shares66.5K

Event2026-03-31

Filed2026-04-17

IJS

ISHARES TR

0.00%

Shares19.3K

Event2026-03-31

Filed2026-04-17

PKG

PACKAGING CORP AMER

3.40%

Shares10.6K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

4.95%

Shares7.0K

Event2026-03-31

Filed2026-04-17

SKYW

SKYWEST INC

3.94%

Shares23.7K

Event2026-03-31

Filed2026-04-17

OKTA

OKTA INC

5.34%

Shares27.4K

Event2026-03-31

Filed2026-04-17

LNT

ALLIANT ENERGY CORP

4.63%

Shares30.0K

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

7.64%

Shares20.6K

Event2026-03-31

Filed2026-04-17

KGC

KINROSS GOLD CORP

4.71%

Shares64.8K

Event2026-03-31

Filed2026-04-17

NUE

NUCOR CORP

New

Shares11.5K

Event2026-03-31

Filed2026-04-17

GENERAL MTRS CO

623.41%

Shares25.3K

Event2026-03-31

Filed2026-04-17

INCY

INCYTE CORP

1.87%

Shares18.5K

Event2026-03-31

Filed2026-04-17

COMM

VISTANCE NETWORKS INC

6.23%

Shares94.8K

Event2026-03-31

Filed2026-04-17

WLDN

WILLDAN GROUP INC

11.73%

Shares22.4K

Event2026-03-31

Filed2026-04-17

PARR

PAR PAC HOLDINGS INC

24.25%

Shares26.9K

Event2026-03-31

Filed2026-04-17

BSM

BLACK STONE MINERALS L P

0.00%

Shares101.8K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW

0.62%

Shares11.3K

Event2026-03-31

Filed2026-04-17

ETR

ENTERGY CORP NEW

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-17

TGT

TARGET CORP

33.25%

Shares11.1K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

0.26%

Shares7.7K

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC

9.26%

Shares11.2K

Event2026-03-31

Filed2026-04-17

PAYX

PAYCHEX INC

16.81%

Shares13.3K

Event2026-03-31

Filed2026-04-17

GPC

GENUINE PARTS CO

18.84%

Shares11.4K

Event2026-03-31

Filed2026-04-17

HP INC

54.94%

Shares62.7K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

18.76%

Shares2.0K

Event2026-03-31

Filed2026-04-17

DRI

DARDEN RESTAURANTS INC

12.25%

Shares6.1K

Event2026-03-31

Filed2026-04-17

ENERGY TRANSFER L P

0.00%

Shares60.1K

Event2026-03-31

Filed2026-04-17

DYCOM INDS INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-17

KMB

KIMBERLY-CLARK CORP

22.85%

Shares11.0K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

-0.76%

Shares1.3K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-17

EAT

BRINKER INTL INC

17.48%

Shares5.6K

Event2026-03-31

Filed2026-04-17

OKE

ONEOK INC NEW

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-17

GRAYSCALE BITCOIN MINI TR ET

30.35%

Shares26.2K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

-0.99%

Shares3.8K

Event2026-03-31

Filed2026-04-17

RCL

ROYAL CARIBBEAN GROUP

7.34%

Shares2.7K

Event2026-03-31

Filed2026-04-17

MPC

MARATHON PETE CORP

0.20%

Shares3.0K

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD INTL EQUITY INDEX F

-2.72%

Shares9.0K

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

0.00%

Shares909

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-17

MCK

MCKESSON CORP

0.00%

Shares689

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

-2.04%

Shares11.5K

Event2026-03-31

Filed2026-04-17

WDC

WESTERN DIGITAL CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-17

SLVM

SYLVAMO CORP

40.51%

Shares12.1K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC

-2.05%

Shares17.6K

Event2026-03-31

Filed2026-04-17

UPS

UNITED PARCEL SVCS INC

1.23%

Shares4.9K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-1.34%

Shares1.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

VHT

VANGUARD WORLD FD

0.37%

Shares1.6K

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares5.5K

Event2026-03-31

Filed2026-04-17

UNH

UNITEDHEALTH GROUP INC

0.69%

Shares1.6K

Event2026-03-31

Filed2026-04-17

VOE

VANGUARD INDEX FDS

0.54%

Shares2.2K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

-19.21%

Shares1.9K

Event2026-03-31

Filed2026-04-17

SNDK

SANDISK CORP

New

Shares631

Event2026-03-31

Filed2026-04-17

WASTE MGMT INC DEL

0.32%

Shares1.6K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-5.24%

Shares2.8K

Event2026-03-31

Filed2026-04-17

CMI

CUMMINS INC

0.00%

Shares628

Event2026-03-31

Filed2026-04-17

AZO

AUTOZONE INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-17

CSX

CSX CORP

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-17

GENERAL DYNAMICS CORP

0.00%

Shares860

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

0.00%

Shares497

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

0.00%

Shares315

Event2026-03-31

Filed2026-04-17

CALM

CAL MAINE FOODS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

2.53%

Shares3.6K

Event2026-03-31

Filed2026-04-17

RSG

REPUBLIC SVCS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-17

BOEING CO

18.15%

Shares1.3K

Event2026-03-31

Filed2026-04-17

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

TXN

TEXAS INSTRS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

DEERE & CO

0.23%

Shares431

Event2026-03-31

Filed2026-04-17

TJX

TJX COS INC NEW

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

GBTC

GRAYSCALE BITCOIN TRUST ETF

3.35%

Shares4.4K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

-11.93%

Shares2.1K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB STRATEGIC TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-17

FORD MTR CO

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-17

CCAP

CRESCENT CAP BDC INC

17.81%

Shares13.5K

Event2026-03-31

Filed2026-04-17

NTLA

INTELLIA THERAPEUTICS INC

0.67%

Shares12.0K

Event2026-03-31

Filed2026-04-17

KYNDRYL HLDGS INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-17

STLA

STELLANTIS N.V

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available