The Analysis of LOWE BROCKENBROUGH & CO INC's Holdings & P&L


Currently, LOWE BROCKENBROUGH & CO INC holds 329 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in SCHG (+1.1M shares, valued at $31.3M), AGG (+38.5K shares, valued at $3.8M), MSFT (+10.3K shares, valued at $3.8M); decreased their positions in IVV (-31.9K shares, valued at $20.9M), V (-11.9K shares, valued at $3.6M), WMT (-26.5K shares, valued at $3.3M); initiated new positions in XSW (+4.1K shares, valued at $589.8K), NXT (+1.8K shares, valued at $220.4K), GLD (+500 shares, valued at $215.1K).


1M P&L
+55.1M+2.74%
3M P&L
-93.3M-4.32%
HY P&L
+22.5M+1.10%

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/A933.4M
51.8%
2Software - Infrastructure74.7M
4.1%
3Consumer Electronics71.0M
3.9%

Top Industries by Stock Count

1N/A139 stocks
45.6%
2Drug Manufacturers - General9 stocks
3.0%
3Diagnostics & Research6 stocks
2.0%
Stock Holdings
IVV
ISHARES TR
-10.98%
Shares258.8K
Event2026-03-31
Filed2026-05-07
ACWI
ISHARES TR
-1.20%
Shares641.2K
Event2026-03-31
Filed2026-05-07
AAPL
APPLE INC
1.05%
Shares279.9K
Event2026-03-31
Filed2026-05-07
IXUS
ISHARES TR
4.21%
Shares735.5K
Event2026-03-31
Filed2026-05-07
VEA
VANGUARD TAX-MANAGED FDS
4.58%
Shares913.2K
Event2026-03-31
Filed2026-05-07
MSFT
MICROSOFT CORP
7.33%
Shares150.5K
Event2026-03-31
Filed2026-05-07
AGG
ISHARES TR
8.66%
Shares483.7K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
ALPHABET INC
1.41%
Shares157.5K
Event2026-03-31
Filed2026-05-07
SCHG
SCHWAB STRATEGIC TR
227.60%
Shares1.5M
Event2026-03-31
Filed2026-05-07
IJH
ISHARES TR
5.78%
Shares641.7K
Event2026-03-31
Filed2026-05-07
JPM
JPMORGAN CHASE & CO
0.10%
Shares138.5K
Event2026-03-31
Filed2026-05-07
NVDA
NVIDIA CORPORATION
1.38%
Shares220.1K
Event2026-03-31
Filed2026-05-07
IJR
ISHARES TR
3.20%
Shares264.6K
Event2026-03-31
Filed2026-05-07
XOM
EXXON MOBIL CORP
-4.50%
Shares193.0K
Event2026-03-31
Filed2026-05-07
IEMG
ISHARES INC
2.47%
Shares449.4K
Event2026-03-31
Filed2026-05-07
AMZN
AMAZON COM INC
1.16%
Shares143.5K
Event2026-03-31
Filed2026-05-07
CVX
CHEVRON CORPORATION
0.09%
Shares131.2K
Event2026-03-31
Filed2026-05-07
SCHX
SCHWAB STRATEGIC TR
-1.97%
Shares926.4K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
BROADCOM INC
-2.10%
Shares76.7K
Event2026-03-31
Filed2026-05-07
VGSH
VANGUARD SCOTTSDALE FDS
11.20%
Shares397.8K
Event2026-03-31
Filed2026-05-07
META
META PLATFORMS INC
3.11%
Shares39.5K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
ALPHABET INC
-1.42%
Shares78.0K
Event2026-03-31
Filed2026-05-07
VUSB
VANGUARD BD INDEX FDS
6.43%
Shares435.0K
Event2026-03-31
Filed2026-05-07
VGT
VANGUARD WORLD FD
0.43%
Shares29.5K
Event2026-03-31
Filed2026-05-07
CSCO
CISCO SYS INC
-0.26%
Shares263.8K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-1.59%
Shares103.3K
Event2026-03-31
Filed2026-05-07
AMAT
APPLIED MATLS INC
-2.90%
Shares57.8K
Event2026-03-31
Filed2026-05-07
SPY
STATE STR SPDR S&P 500 ETF T
-1.78%
Shares29.5K
Event2026-03-31
Filed2026-05-07
ORCL
ORACLE CORP
-1.01%
Shares124.9K
Event2026-03-31
Filed2026-05-07
NSC
NORFOLK SOUTHN CORP
0.22%
Shares63.2K
Event2026-03-31
Filed2026-05-07
VGIT
VANGUARD SCOTTSDALE FDS
5.92%
Shares301.5K
Event2026-03-31
Filed2026-05-07
IEFA
ISHARES TR
-0.32%
Shares197.1K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
EATON CORP PLC
-0.10%
Shares48.7K
Event2026-03-31
Filed2026-05-07
GS
GOLDMAN SACHS GROUP INC
-0.88%
Shares20.4K
Event2026-03-31
Filed2026-05-07
TJX
TJX COS INC NEW
-0.36%
Shares104.0K
Event2026-03-31
Filed2026-05-07
EAGL
2023 ETF SERIES TRUST
0.00%
Shares545.1K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.66%
Shares27.3K
Event2026-03-31
Filed2026-05-07
RTX
RTX CORPORATION
-1.47%
Shares83.7K
Event2026-03-31
Filed2026-05-07
TMO
THERMO FISHER SCIENTIFIC INC
-0.89%
Shares31.9K
Event2026-03-31
Filed2026-05-07
AMP
AMERIPRISE FINL INC
0.59%
Shares33.9K
Event2026-03-31
Filed2026-05-07
MS
MORGAN STANLEY
0.51%
Shares88.0K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
2.10%
Shares101.7K
Event2026-03-31
Filed2026-05-07
XLV
SELECT SECTOR SPDR TR
2.69%
Shares84.2K
Event2026-03-31
Filed2026-05-07
BKNG
BOOKING HOLDINGS INC
-1.05%
Shares2.9K
Event2026-03-31
Filed2026-05-07
GVI
ISHARES TR
-0.23%
Shares113.2K
Event2026-03-31
Filed2026-05-07
PG
PROCTER & GAMBLE CO
0.01%
Shares81.9K
Event2026-03-31
Filed2026-05-07
JNJ
JOHNSON & JOHNSON
-3.15%
Shares47.9K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
MERCK & CO INC
-0.70%
Shares91.6K
Event2026-03-31
Filed2026-05-07
PNC
PNC FINL SVCS GROUP INC
0.50%
Shares52.6K
Event2026-03-31
Filed2026-05-07
IGV
ISHARES TR
3.00%
Shares136.0K
Event2026-03-31
Filed2026-05-07
SOXX
ISHARES TR
-2.66%
Shares32.7K
Event2026-03-31
Filed2026-05-07
TT
TRANE TECHNOLOGIES PLC
-0.29%
Shares24.9K
Event2026-03-31
Filed2026-05-07
PEP
PEPSICO INC
-0.93%
Shares65.8K
Event2026-03-31
Filed2026-05-07
PM
PHILIP MORRIS INTL INC
-2.00%
Shares61.4K
Event2026-03-31
Filed2026-05-07
AMGN
AMGEN INC
-0.94%
Shares27.0K
Event2026-03-31
Filed2026-05-07
VO
VANGUARD INDEX FDS
-7.58%
Shares32.8K
Event2026-03-31
Filed2026-05-07
LMT
LOCKHEED MARTIN CORP
-1.06%
Shares15.5K
Event2026-03-31
Filed2026-05-07
LOW
LOWES COS INC
-0.29%
Shares39.3K
Event2026-03-31
Filed2026-05-07
WMT
WALMART INC
-27.12%
Shares71.1K
Event2026-03-31
Filed2026-05-07
KBWB
INVESCO EXCH TRADED FD TR II
0.62%
Shares109.7K
Event2026-03-31
Filed2026-05-07
HD
HOME DEPOT INC
3.01%
Shares26.3K
Event2026-03-31
Filed2026-05-07
AMT
AMERICAN TOWER CORP
6.90%
Shares49.4K
Event2026-03-31
Filed2026-05-07
V
VISA INC
-30.02%
Shares27.7K
Event2026-03-31
Filed2026-05-07
CB
CHUBB LTD SWITZ
3.45%
Shares25.6K
Event2026-03-31
Filed2026-05-07
ELV
ELEVANCE HEALTH INC FORMERLY
-0.55%
Shares27.0K
Event2026-03-31
Filed2026-05-07
LLY
ELI LILLY & CO
-1.66%
Shares8.3K
Event2026-03-31
Filed2026-05-07
UNILEVER PLC
UNILEVER PLC
2.00%
Shares132.2K
Event2026-03-31
Filed2026-05-07
CAT
CATERPILLAR INC
3.47%
Shares10.6K
Event2026-03-31
Filed2026-05-07
TOTALENERGIES SE
TOTALENERGIES SE
0.75%
Shares74.3K
Event2026-03-31
Filed2026-05-07
VXUS
VANGUARD STAR FDS
0.21%
Shares87.6K
Event2026-03-31
Filed2026-05-07
ACWX
ISHARES TR
0.00%
Shares98.3K
Event2026-03-31
Filed2026-05-07
PFE
PFIZER INC
13.89%
Shares238.9K
Event2026-03-31
Filed2026-05-07
ABBV
ABBVIE INC
-2.30%
Shares30.6K
Event2026-03-31
Filed2026-05-07
NEAR
ISHARES U S ETF TR
-1.41%
Shares129.9K
Event2026-03-31
Filed2026-05-07
SLB
SLB LIMITED
-0.52%
Shares125.7K
Event2026-03-31
Filed2026-05-07
KLAC
KLA CORP
-1.13%
Shares4.4K
Event2026-03-31
Filed2026-05-07
MKL
MARKEL GROUP INC
-4.84%
Shares3.3K
Event2026-03-31
Filed2026-05-07
PH
PARKER-HANNIFIN CORP
-1.55%
Shares6.9K
Event2026-03-31
Filed2026-05-07
MCD
MCDONALDS CORP
-0.93%
Shares18.5K
Event2026-03-31
Filed2026-05-07
VWO
VANGUARD INTL EQUITY INDEX F
0.79%
Shares106.0K
Event2026-03-31
Filed2026-05-07
IVW
ISHARES TR
0.00%
Shares49.9K
Event2026-03-31
Filed2026-05-07
UNH
UNITEDHEALTH GROUP INC
-1.33%
Shares20.5K
Event2026-03-31
Filed2026-05-07
IWF
ISHARES TR
6.06%
Shares12.8K
Event2026-03-31
Filed2026-05-07
XLE
SELECT SECTOR SPDR TR
-1.05%
Shares82.7K
Event2026-03-31
Filed2026-05-07
MO
ALTRIA GROUP INC
-1.07%
Shares75.9K
Event2026-03-31
Filed2026-05-07
VCIT
VANGUARD SCOTTSDALE FDS
-2.20%
Shares57.8K
Event2026-03-31
Filed2026-05-07
KO
COCA COLA CO
-0.15%
Shares61.9K
Event2026-03-31
Filed2026-05-07
IWV
ISHARES TR
0.00%
Shares12.7K
Event2026-03-31
Filed2026-05-07
SAP
SAP SE
-9.03%
Shares26.0K
Event2026-03-31
Filed2026-05-07
WFC
WELLS FARGO & CO
-1.50%
Shares55.5K
Event2026-03-31
Filed2026-05-07
EMR
EMERSON ELEC CO
-0.64%
Shares32.6K
Event2026-03-31
Filed2026-05-07
ABT
ABBOTT LABORATORIES
-1.95%
Shares41.1K
Event2026-03-31
Filed2026-05-07
DOV
DOVER CORP
-0.84%
Shares20.2K
Event2026-03-31
Filed2026-05-07
XLC
SELECT SECTOR SPDR TR
-1.15%
Shares34.8K
Event2026-03-31
Filed2026-05-07
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-1.00%
Shares11.1K
Event2026-03-31
Filed2026-05-07
ADP
AUTOMATIC DATA PROCESSING IN
-0.19%
Shares18.7K
Event2026-03-31
Filed2026-05-07
SPDW
SPDR INDEX SHS FDS
0.00%
Shares81.2K
Event2026-03-31
Filed2026-05-07
SCHM
SCHWAB STRATEGIC TR
-2.75%
Shares118.0K
Event2026-03-31
Filed2026-05-07
IBM
INTERNATIONAL BUSINESS MACHS
-0.51%
Shares14.6K
Event2026-03-31
Filed2026-05-07
KNSL
KINSALE CAP GROUP INC
46.88%
Shares10.3K
Event2026-03-31
Filed2026-05-07
ITW
ILLINOIS TOOL WKS INC
-1.53%
Shares13.2K
Event2026-03-31
Filed2026-05-07
AXP
AMERICAN EXPRESS CO
-0.50%
Shares11.3K
Event2026-03-31
Filed2026-05-07
SHV
ISHARES TR
-12.58%
Shares30.8K
Event2026-03-31
Filed2026-05-07
IGSB
ISHARES TR
3.45%
Shares63.0K
Event2026-03-31
Filed2026-05-07
SCHA
SCHWAB STRATEGIC TR
-2.41%
Shares108.9K
Event2026-03-31
Filed2026-05-07
EPS
WISDOMTREE TR
0.00%
Shares46.3K
Event2026-03-31
Filed2026-05-07
DE
DEERE & CO
16.20%
Shares5.6K
Event2026-03-31
Filed2026-05-07
SCHB
SCHWAB STRATEGIC TR
-10.05%
Shares123.8K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.13%
Shares6.4K
Event2026-03-31
Filed2026-05-07
DGX
QUEST DIAGNOSTICS INC
-2.99%
Shares14.8K
Event2026-03-31
Filed2026-05-07
QCOM
QUALCOMM INC
-3.07%
Shares22.4K
Event2026-03-31
Filed2026-05-07
VEU
VANGUARD INTL EQUITY INDEX F
-0.22%
Shares36.0K
Event2026-03-31
Filed2026-05-07
BLACKROCK INC
BLACKROCK INC
-0.43%
Shares2.8K
Event2026-03-31
Filed2026-05-07
UNP
UNION PAC CORP
-1.61%
Shares9.9K
Event2026-03-31
Filed2026-05-07
MMM
3M CO
-1.49%
Shares16.5K
Event2026-03-31
Filed2026-05-07
THG
HANOVER INS GROUP INC
-1.09%
Shares13.7K
Event2026-03-31
Filed2026-05-07
TFC
TRUIST FINL CORP
90.05%
Shares51.7K
Event2026-03-31
Filed2026-05-07
SBUX
STARBUCKS CORP
1.75%
Shares26.0K
Event2026-03-31
Filed2026-05-07
CL
COLGATE PALMOLIVE CO
-3.33%
Shares26.3K
Event2026-03-31
Filed2026-05-07
NXST
NEXSTAR MEDIA GROUP INC
0.00%
Shares12.3K
Event2026-03-31
Filed2026-05-07
PKG
PACKAGING CORP AMER
-4.88%
Shares10.4K
Event2026-03-31
Filed2026-05-07
MPC
MARATHON PETE CORP
-1.84%
Shares8.9K
Event2026-03-31
Filed2026-05-07
SPEM
SPDR INDEX SHS FDS
0.00%
Shares45.9K
Event2026-03-31
Filed2026-05-07
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares9.9K
Event2026-03-31
Filed2026-05-07
KMB
KIMBERLY-CLARK CORP
-2.08%
Shares21.9K
Event2026-03-31
Filed2026-05-07
NVS
NOVARTIS AG
-2.49%
Shares13.8K
Event2026-03-31
Filed2026-05-07
D
DOMINION ENERGY INC
5.30%
Shares33.7K
Event2026-03-31
Filed2026-05-07
BK
BANK NEW YORK MELLON CORP
-2.90%
Shares17.5K
Event2026-03-31
Filed2026-05-07
VOT
VANGUARD INDEX FDS
-0.25%
Shares7.9K
Event2026-03-31
Filed2026-05-07
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares32.8K
Event2026-03-31
Filed2026-05-07
SHEL
SHELL PLC
0.00%
Shares21.0K
Event2026-03-31
Filed2026-05-07
MUB
ISHARES TR
-4.03%
Shares18.2K
Event2026-03-31
Filed2026-05-07
JCI
JOHNSON CONTROLS INTERNATION
-4.93%
Shares14.5K
Event2026-03-31
Filed2026-05-07
CSX
CSX CORP
-1.47%
Shares43.9K
Event2026-03-31
Filed2026-05-07
MDLZ
MONDELEZ INTL INC
-18.70%
Shares30.4K
Event2026-03-31
Filed2026-05-07
COP
CONOCOPHILLIPS
-0.01%
Shares13.2K
Event2026-03-31
Filed2026-05-07
SYY
SYSCO CORP
-1.09%
Shares24.4K
Event2026-03-31
Filed2026-05-07
VB
VANGUARD INDEX FDS
-0.26%
Shares6.6K
Event2026-03-31
Filed2026-05-07
IWM
ISHARES TR
-0.14%
Shares6.9K
Event2026-03-31
Filed2026-05-07
VDE
VANGUARD WORLD FD
-1.40%
Shares9.8K
Event2026-03-31
Filed2026-05-07
ALL
ALLSTATE CORP
0.00%
Shares7.8K
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
MEDTRONIC PLC
-5.13%
Shares18.1K
Event2026-03-31
Filed2026-05-07
PSX
PHILLIPS 66
-0.60%
Shares8.6K
Event2026-03-31
Filed2026-05-07
CTVA
CORTEVA INC
0.00%
Shares18.7K
Event2026-03-31
Filed2026-05-07
IVE
ISHARES TR
0.00%
Shares7.3K
Event2026-03-31
Filed2026-05-07
IWR
ISHARES TR
-3.09%
Shares15.7K
Event2026-03-31
Filed2026-05-07
EFA
ISHARES TR
0.00%
Shares15.7K
Event2026-03-31
Filed2026-05-07
TRV
TRAVELERS COMPANIES INC
-2.09%
Shares5.1K
Event2026-03-31
Filed2026-05-07
VCSH
VANGUARD SCOTTSDALE FDS
-4.48%
Shares18.9K
Event2026-03-31
Filed2026-05-07
CHRW
C H ROBINSON WORLDWIDE IN
-3.58%
Shares9.0K
Event2026-03-31
Filed2026-05-07
IWN
ISHARES TR
-12.11%
Shares7.8K
Event2026-03-31
Filed2026-05-07
INTC
INTEL CORP
-0.51%
Shares33.0K
Event2026-03-31
Filed2026-05-07
NEE
NEXTERA ENERGY INC
-0.02%
Shares15.6K
Event2026-03-31
Filed2026-05-07
XLF
SELECT SECTOR SPDR TR
0.00%
Shares29.3K
Event2026-03-31
Filed2026-05-07
NTRS
NORTHERN TR CORP
-1.15%
Shares10.2K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
INVESCO QQQ TR
-5.10%
Shares2.4K
Event2026-03-31
Filed2026-05-07
EG
EVEREST GROUP LTD
-1.22%
Shares4.2K
Event2026-03-31
Filed2026-05-07
VHT
VANGUARD WORLD FD
-0.72%
Shares5.0K
Event2026-03-31
Filed2026-05-07
IGIB
ISHARES TR
-0.78%
Shares25.5K
Event2026-03-31
Filed2026-05-07
COF
CAPITAL ONE FINL CORP
-1.70%
Shares7.2K
Event2026-03-31
Filed2026-05-07
DIS
DISNEY WALT CO
-7.59%
Shares13.4K
Event2026-03-31
Filed2026-05-07
VIOO
VANGUARD ADMIRAL FDS INC
-14.92%
Shares11.1K
Event2026-03-31
Filed2026-05-07
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares32.0K
Event2026-03-31
Filed2026-05-07
BAC
BANK AMERICA CORP
-0.01%
Shares24.4K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
GE AEROSPACE
-0.05%
Shares4.2K
Event2026-03-31
Filed2026-05-07
SCHE
SCHWAB STRATEGIC TR
-3.12%
Shares35.6K
Event2026-03-31
Filed2026-05-07
CNI
CANADIAN NATL RY CO
0.12%
Shares11.3K
Event2026-03-31
Filed2026-05-07
IWB
ISHARES TR
-0.92%
Shares3.2K
Event2026-03-31
Filed2026-05-07
TXN
TEXAS INSTRS INC
-1.28%
Shares5.8K
Event2026-03-31
Filed2026-05-07
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-1.19%
Shares5.5K
Event2026-03-31
Filed2026-05-07
CENCORA INC
CENCORA INC
-1.50%
Shares3.4K
Event2026-03-31
Filed2026-05-07
TTC
TORO CO
-2.06%
Shares11.2K
Event2026-03-31
Filed2026-05-07
APD
AIR PRODUCTS AND CHEMICALS I
-2.65%
Shares3.6K
Event2026-03-31
Filed2026-05-07
GLW
CORNING INC
-7.95%
Shares7.5K
Event2026-03-31
Filed2026-05-07
VTI
VANGUARD INDEX FDS
-1.84%
Shares3.1K
Event2026-03-31
Filed2026-05-07
ATR
APTARGROUP INC
-0.62%
Shares8.0K
Event2026-03-31
Filed2026-05-07
SYK
STRYKER CORPORATION
-0.10%
Shares3.0K
Event2026-03-31
Filed2026-05-07
NVO
NOVO-NORDISK A S
-7.34%
Shares26.9K
Event2026-03-31
Filed2026-05-07
MBB
ISHARES TR
52.90%
Shares10.0K
Event2026-03-31
Filed2026-05-07
BDX
BECTON DICKINSON & CO
-0.18%
Shares6.0K
Event2026-03-31
Filed2026-05-07
USB
US BANCORP
-1.54%
Shares18.1K
Event2026-03-31
Filed2026-05-07
DVY
ISHARES TR
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-07
TROW
PRICE T ROWE GROUP INC
-3.96%
Shares10.2K
Event2026-03-31
Filed2026-05-07
SPYV
SPDR SERIES TRUST
-1.54%
Shares15.6K
Event2026-03-31
Filed2026-05-07
T
AT&T INC
-0.77%
Shares30.0K
Event2026-03-31
Filed2026-05-07
GL
GLOBE LIFE INC
-3.42%
Shares6.2K
Event2026-03-31
Filed2026-05-07
GILD
GILEAD SCIENCES INC
-0.06%
Shares6.2K
Event2026-03-31
Filed2026-05-07
ALB
ALBEMARLE CORP
-4.30%
Shares4.7K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
BLACKSTONE INC
-6.51%
Shares7.3K
Event2026-03-31
Filed2026-05-07
VZ
VERIZON COMMUNICATIONS INC
-2.54%
Shares16.6K
Event2026-03-31
Filed2026-05-07
DHR
DANAHER CORP DEL
3.99%
Shares4.2K
Event2026-03-31
Filed2026-05-07
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-0.75%
Shares17.4K
Event2026-03-31
Filed2026-05-07
XLP
SELECT SECTOR SPDR TR
-16.01%
Shares9.5K
Event2026-03-31
Filed2026-05-07
DOW
DOW HLDGS INC
-0.06%
Shares18.6K
Event2026-03-31
Filed2026-05-07
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-13.07%
Shares6.7K
Event2026-03-31
Filed2026-05-07
GEV
GE VERNOVA INC
-0.91%
Shares872
Event2026-03-31
Filed2026-05-07
DFUS
DIMENSIONAL ETF TRUST
0.00%
Shares10.5K
Event2026-03-31
Filed2026-05-07
ADI
ANALOG DEVICES INC
-1.83%
Shares2.3K
Event2026-03-31
Filed2026-05-07
FLEX
FLEXTRONICS INTL LTD
0.00%
Shares11.1K
Event2026-03-31
Filed2026-05-07
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-05-07
RDVY
FIRST TR EXCHANGE TRADED FD
-13.03%
Shares10.3K
Event2026-03-31
Filed2026-05-07
VTEB
VANGUARD MUN BD FDS
39.60%
Shares14.1K
Event2026-03-31
Filed2026-05-07
MA
MASTERCARD INCORPORATED
-7.12%
Shares1.4K
Event2026-03-31
Filed2026-05-07
HSY
HERSHEY CO
-5.85%
Shares3.2K
Event2026-03-31
Filed2026-05-07
SO
SOUTHERN CO
-7.42%
Shares6.8K
Event2026-03-31
Filed2026-05-07
VABK
VIRGINIA NATL BK CHRLOTSVLE
0.00%
Shares17.0K
Event2026-03-31
Filed2026-05-07
PLTR
PALANTIR TECHNOLOGIES INC
-6.69%
Shares4.4K
Event2026-03-31
Filed2026-05-07
ZBH
ZIMMER BIOMET HOLDINGS INC
-2.07%
Shares7.0K
Event2026-03-31
Filed2026-05-07
SCHF
SCHWAB STRATEGIC TR
-0.06%
Shares25.3K
Event2026-03-31
Filed2026-05-07
ADM
ARCHER DANIELS MIDLAND CO
-3.60%
Shares8.4K
Event2026-03-31
Filed2026-05-07
NKE
NIKE INC
-0.13%
Shares11.6K
Event2026-03-31
Filed2026-05-07
WMB
WILLIAMS COS INC
-0.02%
Shares8.2K
Event2026-03-31
Filed2026-05-07
XSW
SPDR SERIES TRUST
New
Shares4.1K
Event2026-03-31
Filed2026-05-07
INGR
INGREDION INC
-4.70%
Shares5.1K
Event2026-03-31
Filed2026-05-07
FHI
FEDERATED HERMES INC
-0.77%
Shares9.7K
Event2026-03-31
Filed2026-05-07
HUBBELL INC
HUBBELL INC
-0.28%
Shares1.1K
Event2026-03-31
Filed2026-05-07
MSM
MSC INDL DIRECT INC
-2.92%
Shares5.6K
Event2026-03-31
Filed2026-05-07
STIP
ISHARES TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-07
TGT
TARGET CORP
-22.32%
Shares4.1K
Event2026-03-31
Filed2026-05-07
WAT
WATERS CORP
6.81%
Shares1.6K
Event2026-03-31
Filed2026-05-07
COST
COSTCO WHOLESALE CORPORATION
-19.37%
Shares462
Event2026-03-31
Filed2026-05-07
HON
HONEYWELL INTL INC
-5.99%
Shares2.0K
Event2026-03-31
Filed2026-05-07
VNQ
VANGUARD INDEX FDS
-0.89%
Shares5.2K
Event2026-03-31
Filed2026-05-07
CSQ
CALAMOS STRATEGIC TOTAL RETU
-7.31%
Shares26.6K
Event2026-03-31
Filed2026-05-07
CARR
CARRIER GLOBAL CORPORATION
-1.24%
Shares8.0K
Event2026-03-31
Filed2026-05-07
BP
BP PLC
0.00%
Shares9.5K
Event2026-03-31
Filed2026-05-07
STN
STANTEC INC
-1.91%
Shares5.1K
Event2026-03-31
Filed2026-05-07
DLTR
DOLLAR TREE INC
-0.02%
Shares4.0K
Event2026-03-31
Filed2026-05-07
SCHD
SCHWAB STRATEGIC TR
0.00%
Shares14.1K
Event2026-03-31
Filed2026-05-07
TSCO
TRACTOR SUPPLY CO
-2.41%
Shares9.4K
Event2026-03-31
Filed2026-05-07
MKC
MCCORMICK & CO INC
-0.27%
Shares8.4K
Event2026-03-31
Filed2026-05-07
BND
VANGUARD BD INDEX FDS
105.38%
Shares5.5K
Event2026-03-31
Filed2026-05-07
RY
ROYAL BK CDA
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-07
THE CIGNA GROUP
THE CIGNA GROUP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-07
TMFC
RBB FD INC
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-07
CHD
CHURCH & DWIGHT CO INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-07
VLO
VALERO ENERGY CORP
-0.07%
Shares1.5K
Event2026-03-31
Filed2026-05-07
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares529
Event2026-03-31
Filed2026-05-07
PAYX
PAYCHEX INC
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-07
FV
FIRST TR EXCHANGE TRADED FD
-10.08%
Shares5.8K
Event2026-03-31
Filed2026-05-07
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-07
AEP
AMERICAN ELEC PWR CO INC
-2.91%
Shares2.5K
Event2026-03-31
Filed2026-05-07
YUM
YUM BRANDS INC
-1.78%
Shares2.1K
Event2026-03-31
Filed2026-05-07
CBRE
CBRE GROUP INC
-3.65%
Shares2.4K
Event2026-03-31
Filed2026-05-07
TLH
ISHARES TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-07
CAH
CARDINAL HEALTH INC
-9.30%
Shares1.5K
Event2026-03-31
Filed2026-05-07
SHW
SHERWIN WILLIAMS CO
-0.33%
Shares913
Event2026-03-31
Filed2026-05-07
UVV
UNIVERSAL CORP VA MTNS BK EN
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-07
FCX
FREEPORT MCMORAN INC
-2.20%
Shares4.8K
Event2026-03-31
Filed2026-05-07
AFL
AFLAC INC
-0.81%
Shares2.6K
Event2026-03-31
Filed2026-05-07
FXL
FIRST TR EXCHANGE-TRADED FD
-20.74%
Shares1.7K
Event2026-03-31
Filed2026-05-07
A
AGILENT TECHNOLOGIES INC
-0.04%
Shares2.4K
Event2026-03-31
Filed2026-05-07
UDR
UDR INC
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-07
SPMB
SPDR SERIES TRUST
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-07
LH
LABCORP HOLDINGS INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-07
DGRW
WISDOMTREE TR
-18.92%
Shares3.0K
Event2026-03-31
Filed2026-05-07
XLRE
SELECT SECTOR SPDR TR
-10.45%
Shares6.3K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-23.58%
Shares5.4K
Event2026-03-31
Filed2026-05-07
FAST
FASTENAL CO
4.18%
Shares5.4K
Event2026-03-31
Filed2026-05-07
AVY
AVERY DENNISON CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-07
USFR
WISDOMTREE TR
-50.10%
Shares4.9K
Event2026-03-31
Filed2026-05-07
MFC
MANULIFE FINL CORP
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-07
BN
BROOKFIELD CORP
-3.54%
Shares5.7K
Event2026-03-31
Filed2026-05-07
CVS
CVS HEALTH CORP
-0.03%
Shares3.1K
Event2026-03-31
Filed2026-05-07
NXT
NEXTPOWER INC
New
Shares1.8K
Event2026-03-31
Filed2026-05-07
ENB
ENBRIDGE INC
-12.34%
Shares4.0K
Event2026-03-31
Filed2026-05-07
BHRB
BURKE HERBERT FINL SVCS CORP
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-07
WM
WASTE MGMT INC DEL
-0.11%
Shares939
Event2026-03-31
Filed2026-05-07
WTRG
ESSENTIAL UTILS INC
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-07
GLD
SPDR GOLD TR
New
Shares500
Event2026-03-31
Filed2026-05-07
TMUS
T-MOBILE US INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-07
UPS
UNITED PARCEL SVCS INC
-76.51%
Shares2.2K
Event2026-03-31
Filed2026-05-07
KHC
KRAFT HEINZ CO
0.00%
Shares9.4K
Event2026-03-31
Filed2026-05-07
CMCSA
COMCAST CORP NEW
-4.42%
Shares7.2K
Event2026-03-31
Filed2026-05-07
IWO
ISHARES TR
0.00%
Shares648
Event2026-03-31
Filed2026-05-07
XLK
SELECT SECTOR SPDR TR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-07
IWD
ISHARES TR
0.00%
Shares864
Event2026-03-31
Filed2026-05-07
VONV
VANGUARD SCOTTSDALE FDS
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-07
SLYG
SPDR SERIES TRUST
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-07
PDO
PIMCO DYNAMIC INCOME OPRNTS
-42.62%
Shares12.1K
Event2026-03-31
Filed2026-05-07
XLY
SELECT SECTOR SPDR TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-07
VV
VANGUARD INDEX FDS
0.00%
Shares476
Event2026-03-31
Filed2026-05-07
SCHV
SCHWAB STRATEGIC TR
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-07
DFUV
DIMENSIONAL ETF TRUST
-7.01%
Shares2.4K
Event2026-03-31
Filed2026-05-07
MTUM
ISHARES TR
0.00%
Shares455
Event2026-03-31
Filed2026-05-07
QUAL
ISHARES TR
0.00%
Shares541
Event2026-03-31
Filed2026-05-07
SPYM
SPDR SERIES TRUST
-0.08%
Shares1.2K
Event2026-03-31
Filed2026-05-07
MDYV
SPDR SERIES TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-07
BIV
VANGUARD BD INDEX FDS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-07
EES
WISDOMTREE TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
DFAS
DIMENSIONAL ETF TRUST
-13.64%
Shares950
Event2026-03-31
Filed2026-05-07
CGW
INVESCO EXCH TRADED FD TR II
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-07
EEM
ISHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-07
IEZ
ISHARES TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-07
XLU
SELECT SECTOR SPDR TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
EFG
ISHARES TR
0.00%
Shares487
Event2026-03-31
Filed2026-05-07
KBE
SPDR SERIES TRUST
0.00%
Shares850
Event2026-03-31
Filed2026-05-07
XLI
SELECT SECTOR SPDR TR
0.00%
Shares300
Event2026-03-31
Filed2026-05-07
IYR
ISHARES TR
0.00%
Shares508
Event2026-03-31
Filed2026-05-07
FTHI
FIRST TR EXCHANGE TRADED FD
-81.51%
Shares2.0K
Event2026-03-31
Filed2026-05-07
VOOG
VANGUARD ADMIRAL FDS INC
0.00%
Shares90
Event2026-03-31
Filed2026-05-07
IWS
ISHARES TR
0.00%
Shares250
Event2026-03-31
Filed2026-05-07
BSV
VANGUARD BD INDEX FDS
0.00%
Shares389
Event2026-03-31
Filed2026-05-07
SCHO
SCHWAB STRATEGIC TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
FLOT
ISHARES TR
0.00%
Shares588
Event2026-03-31
Filed2026-05-07
IWP
ISHARES TR
-9.80%
Shares230
Event2026-03-31
Filed2026-05-07
SPYG
SPDR SERIES TRUST
0.00%
Shares300
Event2026-03-31
Filed2026-05-07
GOVT
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-07
VXF
VANGUARD INDEX FDS
0.00%
Shares139
Event2026-03-31
Filed2026-05-07
SKYY
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares251
Event2026-03-31
Filed2026-05-07
IJT
ISHARES TR
-14.22%
Shares175
Event2026-03-31
Filed2026-05-07
VTV
VANGUARD INDEX FDS
0.00%
Shares112
Event2026-03-31
Filed2026-05-07
VBR
VANGUARD INDEX FDS
0.00%
Shares96
Event2026-03-31
Filed2026-05-07
IJS
ISHARES TR
0.00%
Shares164
Event2026-03-31
Filed2026-05-07
VMBS
VANGUARD SCOTTSDALE FDS
0.00%
Shares399
Event2026-03-31
Filed2026-05-07
VOE
VANGUARD INDEX FDS
0.00%
Shares94
Event2026-03-31
Filed2026-05-07
PGX
INVESCO EXCH TRADED FD TR II
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-07
IJK
ISHARES TR
0.00%
Shares147
Event2026-03-31
Filed2026-05-07
VBK
VANGUARD INDEX FDS
0.00%
Shares47
Event2026-03-31
Filed2026-05-07
IJJ
ISHARES TR
0.00%
Shares102
Event2026-03-31
Filed2026-05-07
IEF
ISHARES TR
0.00%
Shares126
Event2026-03-31
Filed2026-05-07
IYW
ISHARES TR
0.00%
Shares61
Event2026-03-31
Filed2026-05-07
PEY
INVESCO EXCHANGE TRADED FD T
0.00%
Shares512
Event2026-03-31
Filed2026-05-07
USIG
ISHARES TR
0.00%
Shares125
Event2026-03-31
Filed2026-05-07
IYG
ISHARES TR
0.00%
Shares69
Event2026-03-31
Filed2026-05-07
VUG
VANGUARD INDEX FDS
0.00%
Shares10
Event2026-03-31
Filed2026-05-07
TBIL
RBB FD INC
-55.56%
Shares60
Event2026-03-31
Filed2026-05-07
SHY
ISHARES TR
0.00%
Shares25
Event2026-03-31
Filed2026-05-07
DWM
WISDOMTREE TR
0.00%
Shares1
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available