Sponsored
The Analysis of MassMutual Private Wealth & Trust, FSB's Holdings & P&L
Currently, MassMutual Private Wealth & Trust, FSB holds 2429 types of securities in its portfolio with a total value $3.7B. In the most recent quarter, they have increased their positions in SCHO (+296.4K shares, valued at $7.2M), PANW (+31.3K shares, valued at $5.0M), EFA (+39.2K shares, valued at $3.8M); decreased their positions in SPY (-23.4K shares, valued at $15.2M), NVDA (-57.6K shares, valued at $10.0M), VNQ (-104.2K shares, valued at $9.2M); initiated new positions in EFIV (+37.5K shares, valued at $2.4M), N/A (+3.7K shares, valued at $734.4K), XJR (+15.2K shares, valued at $660.4K).
1M P&L
+86.8M+2.50%
3M P&L
-623.7M-14.92%
HY P&L
-411.7M-10.37%
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/A1.0B
31.7%
2Semiconductors194.4M
5.9%
3Consumer Electronics170.3M
5.2%
Top Industries by Stock Count
1N/A248 stocks
11.1%
2Banks - Regional137 stocks
6.1%
3Biotechnology110 stocks
4.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF104.5K shares10.00%2026-03-312026-04-13
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Invesco RAFI Emerging Markets ETF Invesco RAFI Emerging Markets ETF73.8K shares23.58%2026-03-312026-04-13
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Invesco S&P 500 Low Volatility ETF Invesco S&P 500 Low Volatility ETF19.8K shares41.35%2026-03-312026-04-13
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SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF27.2K shares-2.72%2026-03-312026-04-13
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VTIP Vanguard Short-Term Inflation-Protected Securities ETF9.8K sharesnew addition2026-03-312026-04-13
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XLG Invesco Exchange-Traded Fund Trust-Invesco S&P 500r Top 50 ETF8.6K shares-3.92%2026-03-312026-04-13
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Franklin California Municipal Income ETF Franklin California Municipal Income ETF61.7K sharesnew addition2026-03-312026-04-13
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XLC State Street Communication Services Select Sector SPDR ETF3.4K shares267.38%2026-03-312026-04-13
Seagate Technology Holdings PLC Seagate Technology Holdings PLC965 shares-16.45%2026-03-312026-04-13
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iShares 0-1 Year TIPS Bond ETF iShares 0-1 Year TIPS Bond ETF6.9K sharesnew addition2026-03-312026-04-13
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SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF3.2K shares2115.86%2026-03-312026-04-13
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NVDA
-5.52%NVIDIA Corp
Shares985.4K
Event2026-03-31
Filed2026-04-13
AAPL
-2.18%Apple Inc
Shares671.0K
Event2026-03-31
Filed2026-04-13
VO
-1.32%Vanguard Mid-Cap ETF
Shares514.4K
Event2026-03-31
Filed2026-04-13
MSFT
-0.81%Microsoft Corp
Shares369.1K
Event2026-03-31
Filed2026-04-13
VEA
-0.63%Vanguard FTSE Developed Markets ETF
Shares1.6M
Event2026-03-31
Filed2026-04-13
AMZN
-2.07%Amazon.com Inc
Shares446.9K
Event2026-03-31
Filed2026-04-13
Alphabet Inc
-5.83%Alphabet Inc
Shares304.5K
Event2026-03-31
Filed2026-04-13
JPM
-3.12%JPMorgan Chase & Co
Shares257.9K
Event2026-03-31
Filed2026-04-13
Broadcom INC
-0.82%Broadcom INC
Shares215.4K
Event2026-03-31
Filed2026-04-13
Alphabet Inc
-5.12%Alphabet Inc
Shares220.8K
Event2026-03-31
Filed2026-04-13
CVX
-1.98%Chevron Corp
Shares285.6K
Event2026-03-31
Filed2026-04-13
EFA
6.89%iShares MSCI EAFE ETF
Shares607.2K
Event2026-03-31
Filed2026-04-13
META
-0.51%Meta Platforms Inc
Shares99.4K
Event2026-03-31
Filed2026-04-13
DFAS
-3.29%Dimensional US Small Cap ETF
Shares735.4K
Event2026-03-31
Filed2026-04-13
IJH
-3.33%iShares Core S&P Mid-Cap ETF
Shares708.9K
Event2026-03-31
Filed2026-04-13
JNJ
-5.41%Johnson & Johnson
Shares185.3K
Event2026-03-31
Filed2026-04-13
V
-0.86%Visa Inc
Shares148.2K
Event2026-03-31
Filed2026-04-13
WMT
-5.78%Walmart Inc
Shares355.4K
Event2026-03-31
Filed2026-04-13
Berkshire Hathaway Inc
-1.34%Berkshire Hathaway Inc
Shares90.4K
Event2026-03-31
Filed2026-04-13
RTX
-7.91%RTX Corp
Shares218.4K
Event2026-03-31
Filed2026-04-13
CSCO
-2.28%Cisco Systems Inc
Shares529.5K
Event2026-03-31
Filed2026-04-13
MCD
-1.47%McDonald's CORP
Shares125.4K
Event2026-03-31
Filed2026-04-13
HD
0.77%Home Depot Inc/The
Shares118.3K
Event2026-03-31
Filed2026-04-13
PG
1.89%Procter & Gamble CO/THE
Shares263.2K
Event2026-03-31
Filed2026-04-13
ABBV
-1.98%AbbVie INC
Shares168.2K
Event2026-03-31
Filed2026-04-13
MDY
-1.88%SPDR S&P MidCap 400 ETF Trust
Shares57.1K
Event2026-03-31
Filed2026-04-13
IEFA
2.55%iShares Core MSCI EAFE ETF
Shares378.7K
Event2026-03-31
Filed2026-04-13
IJR
-0.51%iShares Core S&P Small-Cap ETF
Shares275.7K
Event2026-03-31
Filed2026-04-13
CAT
-11.31%Caterpillar Inc
Shares48.2K
Event2026-03-31
Filed2026-04-13
VGT
-0.11%Vanguard Information Technology ETF
Shares47.3K
Event2026-03-31
Filed2026-04-13
BAC
-2.57%Bank of America Corp
Shares646.9K
Event2026-03-31
Filed2026-04-13
CB
-2.85%Chubb Ltd
Shares95.9K
Event2026-03-31
Filed2026-04-13
AMP
0.98%Ameriprise Financial Inc
Shares69.8K
Event2026-03-31
Filed2026-04-13
VGSH
-0.80%Vanguard Short-Term Treasury ETF
Shares501.1K
Event2026-03-31
Filed2026-04-13
XOM
-9.88%Exxon Mobil Corp
Shares169.8K
Event2026-03-31
Filed2026-04-13
NEE
-0.58%NextEra Energy Inc
Shares304.3K
Event2026-03-31
Filed2026-04-13
SCHO
34.92%Schwab Short-Term U.S. Treasury ETF
Shares1.1M
Event2026-03-31
Filed2026-04-13
TMO
-0.77%Thermo Fisher Scientific Inc
Shares53.2K
Event2026-03-31
Filed2026-04-13
LLY
8.04%Eli Lilly & Co
Shares28.0K
Event2026-03-31
Filed2026-04-13
ORLY
-4.82%O'Reilly Automotive Inc
Shares277.0K
Event2026-03-31
Filed2026-04-13
ECL
-0.63%Ecolab Inc
Shares94.9K
Event2026-03-31
Filed2026-04-13
BKNG
4.64%Booking Holdings Inc
Shares5.9K
Event2026-03-31
Filed2026-04-13
PEP
14.26%PepsiCo Inc
Shares152.8K
Event2026-03-31
Filed2026-04-13
VZ
2.89%Verizon Communications Inc
Shares468.7K
Event2026-03-31
Filed2026-04-13
SYK
0.84%Stryker CORP
Shares69.1K
Event2026-03-31
Filed2026-04-13
LHX
-5.13%L3Harris Technologies Inc
Shares63.9K
Event2026-03-31
Filed2026-04-13
LECO
-3.87%Lincoln Electric Holdings Inc
Shares86.0K
Event2026-03-31
Filed2026-04-13
IEMG
2.17%iShares Core MSCI Emerging Markets ETF
Shares297.4K
Event2026-03-31
Filed2026-04-13
AVEM
-1.34%Avantis Emerging Markets Equity ETF
Shares254.8K
Event2026-03-31
Filed2026-04-13
HON
-2.47%Honeywell International Inc
Shares86.5K
Event2026-03-31
Filed2026-04-13
VCSH
2.30%Vanguard Short-Term Corporate Bond ETF
Shares234.1K
Event2026-03-31
Filed2026-04-13
Merck & Co Inc
-3.78%Merck & Co Inc
Shares154.2K
Event2026-03-31
Filed2026-04-13
Eaton Corp PLC
1.41%Eaton Corp PLC
Shares50.1K
Event2026-03-31
Filed2026-04-13
VNQ
-34.08%Vanguard Real Estate ETF
Shares201.6K
Event2026-03-31
Filed2026-04-13
BlackRock Inc
-3.18%BlackRock Inc
Shares17.2K
Event2026-03-31
Filed2026-04-13
IVV
0.05%iShares Core S&P 500 ETF
Shares25.1K
Event2026-03-31
Filed2026-04-13
VWO
-1.41%Vanguard FTSE Emerging Markets ETF
Shares301.0K
Event2026-03-31
Filed2026-04-13
GDX
-13.51%VanEck Gold Miners ETF/USA
Shares177.2K
Event2026-03-31
Filed2026-04-13
COST
5.13%Costco Wholesale Corp
Shares15.8K
Event2026-03-31
Filed2026-04-13
PANW
47.15%Palo Alto Networks Inc
Shares97.7K
Event2026-03-31
Filed2026-04-13
AOS
1.75%A O Smith Corp
Shares230.2K
Event2026-03-31
Filed2026-04-13
RMD
-1.29%ResMed Inc
Shares66.7K
Event2026-03-31
Filed2026-04-13
TSLA
-4.85%Tesla Inc
Shares39.7K
Event2026-03-31
Filed2026-04-13
VGIT
1.25%Vanguard Intermediate-Term Treasury ETF
Shares238.3K
Event2026-03-31
Filed2026-04-13
UNP
0.64%Union Pacific Corp
Shares56.4K
Event2026-03-31
Filed2026-04-13
VFH
-1.77%Vanguard Financials ETF
Shares110.9K
Event2026-03-31
Filed2026-04-13
XYL
6.25%Xylem Inc/NY
Shares112.0K
Event2026-03-31
Filed2026-04-13
CSL
23.66%Carlisle Cos Inc
Shares38.5K
Event2026-03-31
Filed2026-04-13
VRTX
2.91%Vertex Pharmaceuticals Inc
Shares28.7K
Event2026-03-31
Filed2026-04-13
NOC
-1.78%Northrop Grumman Corp
Shares18.6K
Event2026-03-31
Filed2026-04-13
GS
-9.28%Goldman Sachs Group Inc/The
Shares14.8K
Event2026-03-31
Filed2026-04-13
LMT
-7.05%Lockheed Martin Corp
Shares19.9K
Event2026-03-31
Filed2026-04-13
ROP
1.33%Roper Technologies Inc
Shares33.2K
Event2026-03-31
Filed2026-04-13
MS
-13.18%Morgan Stanley
Shares69.4K
Event2026-03-31
Filed2026-04-13
VCIT
1.44%Vanguard Intermediate-Term Corporate Bond ETF
Shares137.6K
Event2026-03-31
Filed2026-04-13
SCHR
-37.29%Schwab Intermediate-Term U.S. Treasury ETF
Shares453.1K
Event2026-03-31
Filed2026-04-13
VHT
-2.31%Vanguard Health Care ETF
Shares40.1K
Event2026-03-31
Filed2026-04-13
MMIT
-2.13%NYLI MacKay Muni Intermediate ETF
Shares445.5K
Event2026-03-31
Filed2026-04-13
WM
-3.34%Waste Management Inc
Shares46.0K
Event2026-03-31
Filed2026-04-13
VCR
-1.50%Vanguard Consumer Discretionary ETF
Shares29.1K
Event2026-03-31
Filed2026-04-13
Medtronic PLC
3.64%Medtronic PLC
Shares120.3K
Event2026-03-31
Filed2026-04-13
VIS
-3.36%Vanguard Industrials ETF
Shares32.1K
Event2026-03-31
Filed2026-04-13
Accenture PLC
25.81%Accenture PLC
Shares49.6K
Event2026-03-31
Filed2026-04-13
VOE
-2.05%Vanguard Mid-Cap Value ETF
Shares53.2K
Event2026-03-31
Filed2026-04-13
VOX
0.66%Vanguard Communication Services ETF
Shares54.3K
Event2026-03-31
Filed2026-04-13
VMBS
2.13%Vanguard Mortgage-Backed Securities ETF
Shares204.5K
Event2026-03-31
Filed2026-04-13
VBK
-2.29%Vanguard Small-Cap Growth ETF
Shares31.0K
Event2026-03-31
Filed2026-04-13
SPY
-63.14%State Street SPDR S&P 500 ETF Trust
Shares13.7K
Event2026-03-31
Filed2026-04-13
BBUS
0.15%JPMorgan BetaBuilders US Equity ETF
Shares74.7K
Event2026-03-31
Filed2026-04-13
DHR
-4.32%Danaher Corp
Shares45.8K
Event2026-03-31
Filed2026-04-13
KO
-5.32%Coca-Cola Co/The
Shares114.3K
Event2026-03-31
Filed2026-04-13
NOW
-13.97%ServiceNow Inc
Shares82.8K
Event2026-03-31
Filed2026-04-13
REGN
-0.93%Regeneron Pharmaceuticals Inc
Shares11.0K
Event2026-03-31
Filed2026-04-13
ETR
-21.00%Entergy Corp
Shares74.6K
Event2026-03-31
Filed2026-04-13
COP
9.58%ConocoPhillips
Shares63.2K
Event2026-03-31
Filed2026-04-13
TE Connectivity PLC
-2.26%TE Connectivity PLC
Shares38.0K
Event2026-03-31
Filed2026-04-13
DOW
77.23%Dow Inc
Shares183.9K
Event2026-03-31
Filed2026-04-13
VLO
-1.42%Valero Energy Corp
Shares30.5K
Event2026-03-31
Filed2026-04-13
AEP
-2.35%American Electric Power Co Inc
Shares56.5K
Event2026-03-31
Filed2026-04-13
QCOM
-3.62%Qualcomm Inc
Shares56.9K
Event2026-03-31
Filed2026-04-13
PNC
-0.81%PNC Financial Services Group Inc/The
Shares34.7K
Event2026-03-31
Filed2026-04-13
VOT
-6.59%Vanguard Mid-Cap Growth ETF
Shares27.5K
Event2026-03-31
Filed2026-04-13
CRM
1.78%Salesforce Inc
Shares37.5K
Event2026-03-31
Filed2026-04-13
SO
-3.14%Southern Co/The
Shares71.7K
Event2026-03-31
Filed2026-04-13
WMB
-6.74%Williams Cos Inc/The
Shares93.8K
Event2026-03-31
Filed2026-04-13
EMR
-4.99%Emerson Electric Co
Shares51.5K
Event2026-03-31
Filed2026-04-13
ENB
-3.72%Enbridge Inc
Shares122.6K
Event2026-03-31
Filed2026-04-13
BLV
2.86%Vanguard Long-Term Bond ETF
Shares94.9K
Event2026-03-31
Filed2026-04-13
BIV
2.20%Vanguard Intermediate-Term Bond ETF
Shares83.9K
Event2026-03-31
Filed2026-04-13
MSI
17.50%Motorola Solutions Inc
Shares14.9K
Event2026-03-31
Filed2026-04-13
Blackstone Inc
7.39%Blackstone Inc
Shares55.2K
Event2026-03-31
Filed2026-04-13
PFF
2.84%iShares Preferred and Income Securities ETF
Shares208.5K
Event2026-03-31
Filed2026-04-13
WCC
-5.45%WESCO International Inc
Shares22.5K
Event2026-03-31
Filed2026-04-13
VBR
-2.09%Vanguard Small-Cap Value ETF
Shares28.0K
Event2026-03-31
Filed2026-04-13
MO
0.15%Altria Group Inc
Shares89.7K
Event2026-03-31
Filed2026-04-13
PRU
-2.39%Prudential Financial Inc
Shares59.8K
Event2026-03-31
Filed2026-04-13
Marvell Technology Inc
-14.93%Marvell Technology Inc
Shares57.9K
Event2026-03-31
Filed2026-04-13
VDC
-4.06%Vanguard Consumer Staples ETF
Shares24.3K
Event2026-03-31
Filed2026-04-13
WCN
4.42%Waste Connections Inc
Shares33.3K
Event2026-03-31
Filed2026-04-13
ABT
-13.03%Abbott Laboratories
Shares52.3K
Event2026-03-31
Filed2026-04-13
MA
-7.54%Mastercard Inc
Shares10.7K
Event2026-03-31
Filed2026-04-13
CMI
27.60%Cummins Inc
Shares9.8K
Event2026-03-31
Filed2026-04-13
IBM
-3.03%International Business Machines Corp
Shares21.4K
Event2026-03-31
Filed2026-04-13
PM
1.06%Philip Morris International Inc
Shares31.2K
Event2026-03-31
Filed2026-04-13
MCHP
-4.45%Microchip Technology Inc
Shares79.4K
Event2026-03-31
Filed2026-04-13
SPGI
-28.40%S&P Global Inc
Shares12.0K
Event2026-03-31
Filed2026-04-13
USB
-0.63%US Bancorp
Shares95.1K
Event2026-03-31
Filed2026-04-13
PYPL
22.17%PayPal Holdings INC
Shares108.2K
Event2026-03-31
Filed2026-04-13
Vanguard S&P 500 ETF
-64.68%Vanguard S&P 500 ETF
Shares8.1K
Event2026-03-31
Filed2026-04-13
DLR
0.24%Digital Realty Trust INC
Shares26.7K
Event2026-03-31
Filed2026-04-13
CME
-2.45%CME Group Inc
Shares16.3K
Event2026-03-31
Filed2026-04-13
PLD
0.08%Prologis Inc
Shares35.8K
Event2026-03-31
Filed2026-04-13
FITB
-2.00%Fifth Third Bancorp
Shares101.7K
Event2026-03-31
Filed2026-04-13
ZTS
44.21%Zoetis INC
Shares39.6K
Event2026-03-31
Filed2026-04-13
BND
0.41%Vanguard Total Bond Market ETF
Shares62.6K
Event2026-03-31
Filed2026-04-13
VDE
-3.74%Vanguard Energy ETF
Shares26.4K
Event2026-03-31
Filed2026-04-13
TIP
2.74%iShares TIPS Bond ETF
Shares40.8K
Event2026-03-31
Filed2026-04-13
GVI
-1.01%iShares Intermediate Government/Credit Bond ETF
Shares42.1K
Event2026-03-31
Filed2026-04-13
ADBE
-63.77%Adobe Inc
Shares18.3K
Event2026-03-31
Filed2026-04-13
SBUX
18.15%Starbucks Corp
Shares49.6K
Event2026-03-31
Filed2026-04-13
PAYX
-10.44%Paychex Inc
Shares47.0K
Event2026-03-31
Filed2026-04-13
CRWD
-18.69%Crowdstrike Holdings Inc
Shares11.0K
Event2026-03-31
Filed2026-04-13
NFLX
63.35%Netflix Inc
Shares43.1K
Event2026-03-31
Filed2026-04-13
DGX
-1.15%Quest Diagnostics Inc
Shares20.4K
Event2026-03-31
Filed2026-04-13
ICE
4.13%Intercontinental Exchange Inc
Shares25.3K
Event2026-03-31
Filed2026-04-13
ALL
6.09%Allstate Corp/The
Shares18.9K
Event2026-03-31
Filed2026-04-13
ROL
-3.88%Rollins Inc
Shares72.5K
Event2026-03-31
Filed2026-04-13
CDNS
23.50%Cadence Design Systems INC
Shares13.5K
Event2026-03-31
Filed2026-04-13
INGR
-4.28%Ingredion Inc
Shares32.6K
Event2026-03-31
Filed2026-04-13
ACWI
-0.22%iShares MSCI ACWI ETF
Shares26.1K
Event2026-03-31
Filed2026-04-13
JCPB
8.73%JPMorgan Core Plus Bond ETF
Shares75.7K
Event2026-03-31
Filed2026-04-13
AMT
31.58%American Tower Corp
Shares20.5K
Event2026-03-31
Filed2026-04-13
VTI
-36.52%Vanguard Total Stock Market ETF
Shares11.0K
Event2026-03-31
Filed2026-04-13
MAR
-5.99%Marriott International Inc/MD
Shares10.7K
Event2026-03-31
Filed2026-04-13
PSA
-7.93%Public Storage
Shares12.9K
Event2026-03-31
Filed2026-04-13
General Dynamics Corp
-65.73%General Dynamics Corp
Shares9.8K
Event2026-03-31
Filed2026-04-13
GLW
-23.33%Corning Inc
Shares24.7K
Event2026-03-31
Filed2026-04-13
APD
9.41%Air Products and Chemicals Inc
Shares11.4K
Event2026-03-31
Filed2026-04-13
TRP
-5.10%TC Energy Corp
Shares52.3K
Event2026-03-31
Filed2026-04-13
PFE
-4.88%Pfizer Inc
Shares114.1K
Event2026-03-31
Filed2026-04-13
EZU
17.31%iShares MSCI Eurozone ETF
Shares51.0K
Event2026-03-31
Filed2026-04-13
SPSB
10.00%State Street SPDR Portfolio Short Term Corporate Bond ETF
Shares104.5K
Event2026-03-31
Filed2026-04-13
DIS
-22.16%Walt Disney Co/The
Shares32.5K
Event2026-03-31
Filed2026-04-13
DE
-5.61%Deere & Co
Shares5.5K
Event2026-03-31
Filed2026-04-13
Duke Energy Corp
-1.95%Duke Energy Corp
Shares23.4K
Event2026-03-31
Filed2026-04-13
HBAN
16.21%Huntington Bancshares Inc/OH
Shares194.7K
Event2026-03-31
Filed2026-04-13
GPC
-9.09%Genuine Parts Co
Shares28.0K
Event2026-03-31
Filed2026-04-13
BK
1.37%Bank of New York Mellon Corp/The
Shares24.9K
Event2026-03-31
Filed2026-04-13
SCHD
26.89%Schwab US Dividend Equity ETF
Shares96.3K
Event2026-03-31
Filed2026-04-13
TGT
95.05%Target Corp
Shares24.0K
Event2026-03-31
Filed2026-04-13
TRMB
-36.50%Trimble Inc
Shares43.0K
Event2026-03-31
Filed2026-04-13
SYY
-1.54%Sysco Corp
Shares38.9K
Event2026-03-31
Filed2026-04-13
EEM
2.82%iShares MSCI Emerging Markets ETF
Shares48.0K
Event2026-03-31
Filed2026-04-13
FTV
2.84%Fortive Corp
Shares48.0K
Event2026-03-31
Filed2026-04-13
PREF
4.15%Principal Spectrum Preferred Securities Active ETF
Shares140.3K
Event2026-03-31
Filed2026-04-13
ORCL
1.27%Oracle CORP
Shares17.9K
Event2026-03-31
Filed2026-04-13
JBND
2.73%JPMorgan Active Bond ETF
Shares48.8K
Event2026-03-31
Filed2026-04-13
VPU
-1.96%Vanguard Utilities ETF
Shares13.2K
Event2026-03-31
Filed2026-04-13
TFC
3.12%Truist Financial Corp
Shares56.2K
Event2026-03-31
Filed2026-04-13
TMUS
12.34%T-Mobile US INC
Shares12.2K
Event2026-03-31
Filed2026-04-13
JIRE
-7.16%JPMorgan International Research Enhanced Equity ETF
Shares33.0K
Event2026-03-31
Filed2026-04-13
AGG
4.86%iShares Core U.S. Aggregate Bond ETF
Shares25.0K
Event2026-03-31
Filed2026-04-13
VB
-1.60%Vanguard Small-Cap ETF
Shares9.2K
Event2026-03-31
Filed2026-04-13
EFIV
NewState Street SPDR S&P 500 ESG ETF
Shares37.5K
Event2026-03-31
Filed2026-04-13
SLB
19.24%SLB Ltd
Shares45.4K
Event2026-03-31
Filed2026-04-13
AMAT
-6.59%Applied Materials Inc
Shares6.8K
Event2026-03-31
Filed2026-04-13
SPHD
41.36%Invesco S&P 500 High Dividend Low Volatility ETF
Shares45.5K
Event2026-03-31
Filed2026-04-13
ADI
302.85%Analog Devices Inc
Shares7.1K
Event2026-03-31
Filed2026-04-13
AXP
-17.94%American Express Co
Shares7.3K
Event2026-03-31
Filed2026-04-13
VAW
-3.43%Vanguard Materials ETF
Shares9.7K
Event2026-03-31
Filed2026-04-13
AMGN
-4.74%Amgen Inc
Shares5.8K
Event2026-03-31
Filed2026-04-13
PLTR
15.95%Palantir Technologies Inc
Shares13.7K
Event2026-03-31
Filed2026-04-13
Invesco RAFI Emerging Markets ETF
23.58%Invesco RAFI Emerging Markets ETF
Shares73.8K
Event2026-03-31
Filed2026-04-13
EOG
-32.72%EOG Resources Inc
Shares13.6K
Event2026-03-31
Filed2026-04-13
CMCSA
-1.88%Comcast Corp
Shares67.5K
Event2026-03-31
Filed2026-04-13
AMD
14.65%Advanced Micro Devices Inc
Shares9.4K
Event2026-03-31
Filed2026-04-13
LOW
-43.91%Lowe's Cos Inc
Shares8.0K
Event2026-03-31
Filed2026-04-13
WFC
-15.54%Wells Fargo & Co
Shares23.7K
Event2026-03-31
Filed2026-04-13
IWM
-1.32%iShares Russell 2000 ETF
Shares7.4K
Event2026-03-31
Filed2026-04-13
DVY
45.93%iShares Select Dividend ETF
Shares12.1K
Event2026-03-31
Filed2026-04-13
UBER
-4.95%Uber Technologies Inc
Shares25.5K
Event2026-03-31
Filed2026-04-13
COF
-3.72%Capital One Financial Corp
Shares9.8K
Event2026-03-31
Filed2026-04-13
IWR
-0.79%iShares Russell Mid-Cap ETF
Shares18.4K
Event2026-03-31
Filed2026-04-13
iShares Gold Trust
-29.43%iShares Gold Trust
Shares20.3K
Event2026-03-31
Filed2026-04-13
HAS
0.04%Hasbro Inc
Shares18.9K
Event2026-03-31
Filed2026-04-13
ON
1155.22%ON Semiconductor Corp
Shares27.4K
Event2026-03-31
Filed2026-04-13
TRV
-0.91%Travelers Cos Inc/The
Shares5.8K
Event2026-03-31
Filed2026-04-13
ILF
-1.77%iShares Latin America 40 ETF
Shares45.6K
Event2026-03-31
Filed2026-04-13
SNA
-0.16%Snap-on Inc
Shares4.5K
Event2026-03-31
Filed2026-04-13
JGLO
-1.42%JPMorgan Global Select Equity ETF
Shares24.0K
Event2026-03-31
Filed2026-04-13
TJX
-9.51%TJX Cos Inc/The
Shares9.8K
Event2026-03-31
Filed2026-04-13
NEM
2.28%Newmont Corp
Shares14.4K
Event2026-03-31
Filed2026-04-13
SCHG
0.96%Schwab U.S. Large-Cap Growth ETF
Shares53.2K
Event2026-03-31
Filed2026-04-13
JGRO
-21.06%JPMorgan Active Growth ETF
Shares18.2K
Event2026-03-31
Filed2026-04-13
JAVA
-4.79%JPMorgan Active Value ETF
Shares21.4K
Event2026-03-31
Filed2026-04-13
XMLV
23.05%Invesco S&P MidCap Low Volatility ETF
Shares24.2K
Event2026-03-31
Filed2026-04-13
Invesco S&P 500 Low Volatility ETF
41.35%Invesco S&P 500 Low Volatility ETF
Shares19.8K
Event2026-03-31
Filed2026-04-13
MU
-1.38%Micron Technology Inc
Shares4.2K
Event2026-03-31
Filed2026-04-13
BSV
-2.94%Vanguard Short-Term Bond ETF
Shares17.7K
Event2026-03-31
Filed2026-04-13
MNST
-33.43%Monster Beverage Corp
Shares18.9K
Event2026-03-31
Filed2026-04-13
CTAS
-5.61%Cintas Corp
Shares8.1K
Event2026-03-31
Filed2026-04-13
XLK
25.41%Technology Select Sector SPDR Fund
Shares10.0K
Event2026-03-31
Filed2026-04-13
GE Aerospace Com
0.67%GE Aerospace Com
Shares4.5K
Event2026-03-31
Filed2026-04-13
EWJ
-1.70%iShares MSCI Japan ETF
Shares15.0K
Event2026-03-31
Filed2026-04-13
Crown Castle Inc
-20.76%Crown Castle Inc
Shares15.5K
Event2026-03-31
Filed2026-04-13
UNH
-27.12%UnitedHealth Group INC
Shares4.6K
Event2026-03-31
Filed2026-04-13
IJK
-4.53%iShares S&P Mid-Cap 400 Growth ETF
Shares12.1K
Event2026-03-31
Filed2026-04-13
Invesco QQQ Trust Series 1
50.65%Invesco QQQ Trust Series 1
Shares2.1K
Event2026-03-31
Filed2026-04-13
IEI
-41.91%iShares 3-7 Year Treasury Bond ETF
Shares10.0K
Event2026-03-31
Filed2026-04-13
TXN
-9.36%Texas Instruments Inc
Shares6.1K
Event2026-03-31
Filed2026-04-13
PGX
33.52%Invesco Preferred ETF
Shares106.2K
Event2026-03-31
Filed2026-04-13
IGSB
-2.96%iShares 1-5 Year Investment Grade Corporate Bond ETF
Shares21.3K
Event2026-03-31
Filed2026-04-13
SPVU
23.02%Invesco S&P 500 Concentrated QVM ETF
Shares18.8K
Event2026-03-31
Filed2026-04-13
ESGD
11535.00%iShares ESG Aware MSCI EAFE ETF
Shares11.6K
Event2026-03-31
Filed2026-04-13
IWN
2.85%iShares Russell 2000 Value ETF
Shares5.7K
Event2026-03-31
Filed2026-04-13
HSY
418.62%Hershey Co/The
Shares5.2K
Event2026-03-31
Filed2026-04-13
MUB
13.73%iShares National Muni Bond ETF
Shares10.0K
Event2026-03-31
Filed2026-04-13
O
-3.49%Realty Income Corp
Shares17.3K
Event2026-03-31
Filed2026-04-13
GEV
-6.88%GE Vernova Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
GILD
-6.31%Gilead Sciences Inc
Shares7.2K
Event2026-03-31
Filed2026-04-13
Alerian MLP ETF
57.60%Alerian MLP ETF
Shares18.9K
Event2026-03-31
Filed2026-04-13
ADX
-2.67%Adams Diversified Equity Fund Inc
Shares44.1K
Event2026-03-31
Filed2026-04-13
IWB
3.72%iShares Russell 1000 ETF
Shares2.7K
Event2026-03-31
Filed2026-04-13
Citigroup Inc
-4.40%Citigroup Inc
Shares8.5K
Event2026-03-31
Filed2026-04-13
XJH
2.41%iShares ESG Select Screened S&P Mid-Cap ETF
Shares21.0K
Event2026-03-31
Filed2026-04-13
IWF
-22.09%iShares Russell 1000 Growth ETF
Shares2.2K
Event2026-03-31
Filed2026-04-13
ROK
-4.97%Rockwell Automation Inc
Shares2.6K
Event2026-03-31
Filed2026-04-13
EWY
-2.55%iShares MSCI South Korea ETF
Shares7.6K
Event2026-03-31
Filed2026-04-13
AFL
-2.50%Aflac Inc
Shares8.5K
Event2026-03-31
Filed2026-04-13
MTB
-2.47%M&T Bank Corp
Shares4.5K
Event2026-03-31
Filed2026-04-13
URI
7.10%United Rentals Inc
Shares1.3K
Event2026-03-31
Filed2026-04-13
Lam Research Corp
1.51%Lam Research Corp
Shares4.3K
Event2026-03-31
Filed2026-04-13
SPIB
-2.72%State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
Shares27.2K
Event2026-03-31
Filed2026-04-13
SUB
-0.98%iShares Short-Term National Muni Bond ETF
Shares8.6K
Event2026-03-31
Filed2026-04-13
KBWY
78.34%Invesco KBW Premium Yield Equity REIT ETF
Shares59.4K
Event2026-03-31
Filed2026-04-13
SCHB
-2.00%Schwab US Broad Market ETF
Shares35.5K
Event2026-03-31
Filed2026-04-13
T
-3.72%AT&T Inc
Shares30.6K
Event2026-03-31
Filed2026-04-13
BA
-14.37%Boeing Co/The
Shares4.4K
Event2026-03-31
Filed2026-04-13
VIG
-0.94%Vanguard Dividend Appreciation ETF
Shares4.1K
Event2026-03-31
Filed2026-04-13
APH
-13.08%Amphenol Corp
Shares6.9K
Event2026-03-31
Filed2026-04-13
IJJ
-0.15%iShares S&P Mid-Cap 400 Value ETF
Shares6.6K
Event2026-03-31
Filed2026-04-13
SCHV
-7.11%Schwab U.S. Large-Cap Value ETF
Shares28.1K
Event2026-03-31
Filed2026-04-13
PSX
-5.70%Phillips 66
Shares4.7K
Event2026-03-31
Filed2026-04-13
JEMA
-11.65%JPMorgan ActiveBuilders Emerging Markets Equity ETF
Shares16.0K
Event2026-03-31
Filed2026-04-13
EWC
-1.52%iShares MSCI Canada ETF
Shares15.1K
Event2026-03-31
Filed2026-04-13
ESGE
-12.47%iShares ESG Aware MSCI EM ETF
Shares17.9K
Event2026-03-31
Filed2026-04-13
Linde PLC
1.29%Linde PLC
Shares1.6K
Event2026-03-31
Filed2026-04-13
IRM
-2.08%Iron Mountain Inc
Shares7.5K
Event2026-03-31
Filed2026-04-13
EPP
-1.93%iShares MSCI Pacific ex Japan ETF
Shares14.2K
Event2026-03-31
Filed2026-04-13
SCHW
-3.08%Charles Schwab Corp/The
Shares8.0K
Event2026-03-31
Filed2026-04-13
IWD
-18.52%iShares Russell 1000 Value ETF
Shares3.5K
Event2026-03-31
Filed2026-04-13
INTC
-5.74%Intel Corp
Shares16.9K
Event2026-03-31
Filed2026-04-13
AstraZeneca PLC
NewAstraZeneca PLC
Shares3.7K
Event2026-03-31
Filed2026-04-13
IEF
-24.45%iShares 7-10 Year Treasury Bond ETF
Shares7.6K
Event2026-03-31
Filed2026-04-13
KLAC
-3.74%KLA Corp
Shares489
Event2026-03-31
Filed2026-04-13
BRK.A
0.00%Berkshire Hathaway Inc
Shares1
Event2026-03-31
Filed2026-04-13
MMM
-1.00%3M Co
Shares4.9K
Event2026-03-31
Filed2026-04-13
Arista Networks INC
35.77%Arista Networks INC
Shares5.8K
Event2026-03-31
Filed2026-04-13
JPIE
-24.57%JPMorgan Income ETF
Shares15.4K
Event2026-03-31
Filed2026-04-13
JIVE
12.67%JPMorgan International Value ETF
Shares8.2K
Event2026-03-31
Filed2026-04-13
FI
-39.69%Fiserv Inc
Shares12.2K
Event2026-03-31
Filed2026-04-13
XJR
NewiShares ESG Select Screened S&P Small-Cap ETF
Shares15.2K
Event2026-03-31
Filed2026-04-13
JCI
-4.15%Johnson Controls International plc
Shares4.9K
Event2026-03-31
Filed2026-04-13
CHD
-7.85%Church & Dwight Co Inc
Shares6.9K
Event2026-03-31
Filed2026-04-13
MCK
-11.90%McKesson Corp
Shares740
Event2026-03-31
Filed2026-04-13
WAT
-2.68%Waters Corp
Shares2.1K
Event2026-03-31
Filed2026-04-13
INDA
-1.61%iShares MSCI India ETF
Shares13.2K
Event2026-03-31
Filed2026-04-13
MLM
-6.27%Martin Marietta Materials Inc
Shares1.0K
Event2026-03-31
Filed2026-04-13
DPZ
-0.52%Domino's Pizza Inc
Shares1.7K
Event2026-03-31
Filed2026-04-13
RKT
-0.27%Rocket Cos Inc
Shares42.6K
Event2026-03-31
Filed2026-04-13
Cigna Group/The
3.29%Cigna Group/The
Shares2.2K
Event2026-03-31
Filed2026-04-13
WELL
-5.58%Welltower Inc
Shares3.0K
Event2026-03-31
Filed2026-04-13
INTU
-23.44%Intuit Inc
Shares1.4K
Event2026-03-31
Filed2026-04-13
XLV
49.16%State Street Health Care Select Sector SPDR ETF
Shares4.0K
Event2026-03-31
Filed2026-04-13
ADSK
-22.91%Autodesk Inc
Shares2.4K
Event2026-03-31
Filed2026-04-13
EQIX
-5.07%Equinix Inc
Shares581
Event2026-03-31
Filed2026-04-13
ISRG
-12.07%Intuitive Surgical Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
JIG
-3.35%JPMorgan International Growth ETF
Shares7.6K
Event2026-03-31
Filed2026-04-13
AER
-2.79%AerCap Holdings NV
Shares4.1K
Event2026-03-31
Filed2026-04-13
BAB
29.35%Invesco Taxable Municipal Bond
Shares20.7K
Event2026-03-31
Filed2026-04-13
MMC
1.67%Marsh & McLennan Cos Inc
Shares3.2K
Event2026-03-31
Filed2026-04-13
GLD
-36.95%SPDR Gold Shares
Shares1.3K
Event2026-03-31
Filed2026-04-13
DTE
-3.53%DTE Energy Co
Shares3.7K
Event2026-03-31
Filed2026-04-13
WDC
-15.00%Western Digital Corp
Shares2.0K
Event2026-03-31
Filed2026-04-13
VTV
14.88%Vanguard Value ETF
Shares2.7K
Event2026-03-31
Filed2026-04-13
ADP
-1.27%Automatic Data Processing Inc
Shares2.6K
Event2026-03-31
Filed2026-04-13
EWT
-1.48%iShares MSCI Taiwan ETF
Shares7.4K
Event2026-03-31
Filed2026-04-13
BMY
-2.37%Bristol-Myers Squibb Co
Shares8.6K
Event2026-03-31
Filed2026-04-13
PH
-14.03%Parker Hannifin Corp
Shares570
Event2026-03-31
Filed2026-04-13
HWM
-4.52%Howmet Aerospace Inc
Shares2.2K
Event2026-03-31
Filed2026-04-13
VTIP
NewVanguard Short-Term Inflation-Protected Securities ETF
Shares9.8K
Event2026-03-31
Filed2026-04-13
KR
0.48%Kroger Co/The
Shares6.7K
Event2026-03-31
Filed2026-04-13
EMXC
-0.39%iShares MSCI Emerging Markets ex China ETF
Shares6.1K
Event2026-03-31
Filed2026-04-13
DSI
-73.27%iShares MSCI KLD 400 Social ETF
Shares3.9K
Event2026-03-31
Filed2026-04-13
EFG
-0.28%iShares MSCI EAFE Growth ETF
Shares4.2K
Event2026-03-31
Filed2026-04-13
EFV
-7.30%iShares MSCI EAFE Value ETF
Shares6.3K
Event2026-03-31
Filed2026-04-13
XLG
-3.92%Invesco Exchange-Traded Fund Trust-Invesco S&P 500r Top 50 ETF
Shares8.6K
Event2026-03-31
Filed2026-04-13
SDY
81.76%SPDR S&P Dividend ETF
Shares3.2K
Event2026-03-31
Filed2026-04-13
BKR
-4.86%Baker Hughes Co
Shares7.4K
Event2026-03-31
Filed2026-04-13
PGR
2.90%Progressive Corp/The
Shares2.3K
Event2026-03-31
Filed2026-04-13
Franklin California Municipal Income ETF
NewFranklin California Municipal Income ETF
Shares61.7K
Event2026-03-31
Filed2026-04-13
VTEB
1951.38%Vanguard Tax-Exempt Bond Index ETF
Shares8.9K
Event2026-03-31
Filed2026-04-13
SHW
-12.21%Sherwin-Williams Co/The
Shares1.4K
Event2026-03-31
Filed2026-04-13
FLMI
-10.73%Franklin Dynamic Municipal Bond ETF
Shares17.0K
Event2026-03-31
Filed2026-04-13
JMTG
-3.45%JPMorgan Mortgage-Backed Securities ETF
Shares8.2K
Event2026-03-31
Filed2026-04-13
VV
23.26%Vanguard Large-Cap ETF
Shares1.4K
Event2026-03-31
Filed2026-04-13
CL
-0.77%Colgate-Palmolive Co
Shares4.9K
Event2026-03-31
Filed2026-04-13
NUE
-2.03%Nucor Corp
Shares2.5K
Event2026-03-31
Filed2026-04-13
MUST
NewColumbia Multi-Sector Municipal Income ETF
Shares20.1K
Event2026-03-31
Filed2026-04-13
SNDK
-14.23%Sandisk Corp/DE
Shares645
Event2026-03-31
Filed2026-04-13
JMST
21545.95%JPMorgan Ultra-Short Municipal Income ETF
Shares8.0K
Event2026-03-31
Filed2026-04-13
MDLZ
7.40%Mondelez International Inc
Shares7.0K
Event2026-03-31
Filed2026-04-13
QUAL
2.42%iShares MSCI USA Quality Factor ETF
Shares2.1K
Event2026-03-31
Filed2026-04-13
CCEL
0.00%Cryo-Cell International Inc
Shares111.0K
Event2026-03-31
Filed2026-04-13
DVN
8.93%Devon Energy Corp
Shares7.8K
Event2026-03-31
Filed2026-04-13
VEU
-22.01%Vanguard FTSE All-World ex-US ETF
Shares5.2K
Event2026-03-31
Filed2026-04-13
ODFL
-16.72%Old Dominion Freight Line Inc
Shares2.0K
Event2026-03-31
Filed2026-04-13
HLT
-6.63%Hilton Worldwide Holdings Inc
Shares1.3K
Event2026-03-31
Filed2026-04-13
XLC
267.38%State Street Communication Services Select Sector SPDR ETF
Shares3.4K
Event2026-03-31
Filed2026-04-13
Seagate Technology Holdings PLC
-16.45%Seagate Technology Holdings PLC
Shares965
Event2026-03-31
Filed2026-04-13
NOBL
-15.11%ProShares S&P 500 Dividend Aristocrats ETF
Shares3.5K
Event2026-03-31
Filed2026-04-13
AZO
-4.35%AutoZone Inc
Shares110
Event2026-03-31
Filed2026-04-13
RGA
-7.37%Reinsurance Group of America Inc
Shares1.8K
Event2026-03-31
Filed2026-04-13
XLB
0.00%Materials Select Sector SPDR Fund
Shares7.3K
Event2026-03-31
Filed2026-04-13
ZION
-3.79%Zions Bancorp NA
Shares6.4K
Event2026-03-31
Filed2026-04-13
OKE
8.11%ONEOK Inc
Shares4.0K
Event2026-03-31
Filed2026-04-13
GM
-14.65%General Motors Co
Shares4.9K
Event2026-03-31
Filed2026-04-13
GWW
-8.52%WW Grainger Inc
Shares333
Event2026-03-31
Filed2026-04-13
MSTR
8.35%Strategy Inc
Shares2.9K
Event2026-03-31
Filed2026-04-13
INMU
NewiShares Intermediate Muni Income Active ETF
Shares15.1K
Event2026-03-31
Filed2026-04-13
TT
-10.84%Trane Technologies PLC
Shares855
Event2026-03-31
Filed2026-04-13
CEG
-10.68%Constellation Energy Corp
Shares1.3K
Event2026-03-31
Filed2026-04-13
RCL
-8.99%Royal Caribbean Cruises Ltd
Shares1.3K
Event2026-03-31
Filed2026-04-13
iShares 0-1 Year TIPS Bond ETF
NewiShares 0-1 Year TIPS Bond ETF
Shares6.9K
Event2026-03-31
Filed2026-04-13
NPFI
-2.17%Nuveen Preferred And Income ETF
Shares13.5K
Event2026-03-31
Filed2026-04-13
VKTX
0.41%Viking Therapeutics Inc
Shares10.7K
Event2026-03-31
Filed2026-04-13
BNDX
-3.17%Vanguard Total International Bond ETF
Shares7.2K
Event2026-03-31
Filed2026-04-13
FDX
-8.25%FedEx Corp
Shares968
Event2026-03-31
Filed2026-04-13
TSCO
30.35%Tractor Supply Co
Shares7.6K
Event2026-03-31
Filed2026-04-13
PWR
-8.58%Quanta Services Inc
Shares618
Event2026-03-31
Filed2026-04-13
LFUS
15.24%Littelfuse Inc
Shares998
Event2026-03-31
Filed2026-04-13
L
-7.46%Loews Corp
Shares3.2K
Event2026-03-31
Filed2026-04-13
NDAQ
-17.29%Nasdaq Inc
Shares4.0K
Event2026-03-31
Filed2026-04-13
SPHQ
-7.89%Invesco Exchange Traded FD TR S&P 500 Quality ETF
Shares4.4K
Event2026-03-31
Filed2026-04-13
CLH
-1.78%Clean Harbors Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
CAH
-9.04%Cardinal Health Inc
Shares1.6K
Event2026-03-31
Filed2026-04-13
KEYS
-6.19%Keysight Technologies Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
BSX
-23.76%Boston Scientific Corp
Shares5.1K
Event2026-03-31
Filed2026-04-13
MKL
-10.33%Markel Group Inc
Shares165
Event2026-03-31
Filed2026-04-13
PKG
-2.31%Packaging Corp of America
Shares1.5K
Event2026-03-31
Filed2026-04-13
PSTG
-4.35%Everpure Inc
Shares5.3K
Event2026-03-31
Filed2026-04-13
KMI
-9.37%Kinder Morgan Inc
Shares9.2K
Event2026-03-31
Filed2026-04-13
MPC
-8.57%Marathon Petroleum Corp
Shares1.2K
Event2026-03-31
Filed2026-04-13
HXL
1.29%Hexcel Corp
Shares3.8K
Event2026-03-31
Filed2026-04-13
WSO
4.60%Watsco Inc
Shares819
Event2026-03-31
Filed2026-04-13
HCA
-9.08%HCA Healthcare Inc
Shares621
Event2026-03-31
Filed2026-04-13
Cencora Inc
-9.79%Cencora Inc
Shares931
Event2026-03-31
Filed2026-04-13
FAST
-8.43%Fastenal Co
Shares6.3K
Event2026-03-31
Filed2026-04-13
SLGN
-5.71%Silgan Holdings Inc
Shares7.5K
Event2026-03-31
Filed2026-04-13
VRT
16.12%Vertiv Holdings Co
Shares1.2K
Event2026-03-31
Filed2026-04-13
AME
-6.88%Ametek INC
Shares1.4K
Event2026-03-31
Filed2026-04-13
RIVN
0.39%Rivian Automotive Inc
Shares19.1K
Event2026-03-31
Filed2026-04-13
EVRG
-5.51%Evergy Inc
Shares3.5K
Event2026-03-31
Filed2026-04-13
BBHY
-47.62%JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
Shares6.2K
Event2026-03-31
Filed2026-04-13
FCX
-6.83%Freeport-McMoRan Inc
Shares4.8K
Event2026-03-31
Filed2026-04-13
IWO
10.44%iShares Russell 2000 Growth ETF
Shares899
Event2026-03-31
Filed2026-04-13
CMS
-5.69%CMS Energy Corp
Shares3.6K
Event2026-03-31
Filed2026-04-13
ROST
-5.35%Ross Stores Inc
Shares1.3K
Event2026-03-31
Filed2026-04-13
CIEN
-0.85%Ciena Corp
Shares704
Event2026-03-31
Filed2026-04-13
CVS
-19.88%CVS Health Corp
Shares3.8K
Event2026-03-31
Filed2026-04-13
SPG
-7.59%Simon Property Group Inc
Shares1.5K
Event2026-03-31
Filed2026-04-13
FIX
0.00%Comfort Systems USA Inc
Shares197
Event2026-03-31
Filed2026-04-13
MPWR
-7.95%Monolithic Power Systems Inc
Shares243
Event2026-03-31
Filed2026-04-13
SRE
-7.33%Sempra Energy
Shares2.7K
Event2026-03-31
Filed2026-04-13
NKE
-29.32%NIKE Inc
Shares5.0K
Event2026-03-31
Filed2026-04-13
NSC
-8.88%Norfolk Southern Corp
Shares913
Event2026-03-31
Filed2026-04-13
D
-6.15%Dominion Resources Inc/VA
Shares4.2K
Event2026-03-31
Filed2026-04-13
WSM
-18.03%Williams-Sonoma Inc
Shares1.4K
Event2026-03-31
Filed2026-04-13
ITW
-11.32%Illinois Tool Works Inc
Shares987
Event2026-03-31
Filed2026-04-13
Wec Energy Group Inc
-1.60%Wec Energy Group Inc
Shares2.2K
Event2026-03-31
Filed2026-04-13
SNPS
-3.47%Synopsys Inc
Shares639
Event2026-03-31
Filed2026-04-13
CSX
-0.03%CSX Corp
Shares6.1K
Event2026-03-31
Filed2026-04-13
MKSI
21.49%MKS Inc
Shares1.1K
Event2026-03-31
Filed2026-04-13
IUSG
0.00%iShares Core S&P U.S. Growth ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
APP
-17.88%AppLovin Corp
Shares620
Event2026-03-31
Filed2026-04-13
MCO
-4.90%Moody's Corp
Shares563
Event2026-03-31
Filed2026-04-13
RY
11.79%Royal Bank of Canada
Shares1.5K
Event2026-03-31
Filed2026-04-13
TER
3.39%Teradyne Inc
Shares823
Event2026-03-31
Filed2026-04-13
WBD
-8.80%Warner Bros Discovery Inc
Shares8.8K
Event2026-03-31
Filed2026-04-13
OSK
-8.22%Oshkosh Corp
Shares1.6K
Event2026-03-31
Filed2026-04-13
COKE
-0.57%Coca-Cola Consolidated Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
IDXX
0.00%IDEXX Laboratories Inc
Shares411
Event2026-03-31
Filed2026-04-13
VXF
0.00%Vanguard Extended Market ETF
Shares1.1K
Event2026-03-31
Filed2026-04-13
TSPA
-1.80%T Rowe Price US Equity Research ETF
Shares5.5K
Event2026-03-31
Filed2026-04-13
A
3.65%Agilent Technologies Inc
Shares2.0K
Event2026-03-31
Filed2026-04-13
DAL
-10.93%Delta Air Lines Inc
Shares3.3K
Event2026-03-31
Filed2026-04-13
VMC
-6.68%Vulcan Materials Co
Shares796
Event2026-03-31
Filed2026-04-13
PCAR
-10.07%PACCAR Inc
Shares1.9K
Event2026-03-31
Filed2026-04-13
HNDL
0.00%Strategy Shares NASDAQ 7 HANDL ETF
Shares9.9K
Event2026-03-31
Filed2026-04-13
CBRE
-8.63%CBRE Group Inc
Shares1.6K
Event2026-03-31
Filed2026-04-13
TDG
-13.55%TransDigm Group Inc
Shares185
Event2026-03-31
Filed2026-04-13
EA
-2.14%Electronic Arts Inc
Shares1.1K
Event2026-03-31
Filed2026-04-13
HII
-1.74%Huntington Ingalls Industries Inc
Shares564
Event2026-03-31
Filed2026-04-13
SHOP
-28.20%Shopify Inc
Shares1.8K
Event2026-03-31
Filed2026-04-13
AJG
-19.08%Arthur J Gallagher & Co
Shares980
Event2026-03-31
Filed2026-04-13
VYM
-96.48%Vanguard High Dividend Yield ETF
Shares1.4K
Event2026-03-31
Filed2026-04-13
HAL
-7.19%Halliburton Co
Shares5.4K
Event2026-03-31
Filed2026-04-13
CARR
-10.53%Carrier Global Corp
Shares3.7K
Event2026-03-31
Filed2026-04-13
CPRT
-10.16%Copart Inc
Shares6.3K
Event2026-03-31
Filed2026-04-13
VST
-8.61%Vistra Corp
Shares1.4K
Event2026-03-31
Filed2026-04-13
UBS
-6.15%UBS Group AG
Shares5.2K
Event2026-03-31
Filed2026-04-13
IQV
-6.20%IQVIA Holdings Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
TotalEnergies SE
-15.55%TotalEnergies SE
Shares2.2K
Event2026-03-31
Filed2026-04-13
OC
-9.26%Owens Corning
Shares1.8K
Event2026-03-31
Filed2026-04-13
Aon PLC
3.52%Aon PLC
Shares617
Event2026-03-31
Filed2026-04-13
GPN
1.86%Global Payments Inc
Shares3.0K
Event2026-03-31
Filed2026-04-13
DELL
14.23%Dell Technologies Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
ELV
-35.17%Elevance Health Inc
Shares671
Event2026-03-31
Filed2026-04-13
TRGP
-17.26%Targa Resources Corp
Shares772
Event2026-03-31
Filed2026-04-13
ALB
2.96%Albemarle Corp
Shares1.1K
Event2026-03-31
Filed2026-04-13
IT
-6.58%Gartner Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
RSG
-15.69%Republic Services Inc
Shares881
Event2026-03-31
Filed2026-04-13
JBL
-4.39%Jabil Inc
Shares719
Event2026-03-31
Filed2026-04-13
BWA
-4.50%BorgWarner Inc
Shares3.5K
Event2026-03-31
Filed2026-04-13
EBAY
1.52%eBay Inc
Shares2.1K
Event2026-03-31
Filed2026-04-13
FTNT
26.35%Fortinet Inc
Shares2.3K
Event2026-03-31
Filed2026-04-13
IWV
150.00%iShares Russell 3000 ETF
Shares500
Event2026-03-31
Filed2026-04-13
F
-0.83%Ford Motor Co
Shares15.9K
Event2026-03-31
Filed2026-04-13
ABNB
-4.34%Airbnb Inc
Shares1.5K
Event2026-03-31
Filed2026-04-13
LNT
-1.35%Alliant Energy Corp
Shares2.6K
Event2026-03-31
Filed2026-04-13
APA Corp
-10.27%APA Corp
Shares4.3K
Event2026-03-31
Filed2026-04-13
KVUE
7.33%Kenvue INC
Shares10.3K
Event2026-03-31
Filed2026-04-13
ADM
-9.49%Archer-Daniels-Midland Co
Shares2.4K
Event2026-03-31
Filed2026-04-13
DGRO
-3.30%iShares Core Dividend Growth ETF
Shares2.5K
Event2026-03-31
Filed2026-04-13
OTIS
-16.63%Otis Worldwide Corp
Shares2.3K
Event2026-03-31
Filed2026-04-13
MTD
-6.08%Mettler-Toledo International Inc
Shares139
Event2026-03-31
Filed2026-04-13
CCJ
-5.91%Cameco Corp
Shares1.6K
Event2026-03-31
Filed2026-04-13
DHI
-11.95%DR Horton Inc
Shares1.3K
Event2026-03-31
Filed2026-04-13
Apollo Global Management Inc
-10.58%Apollo Global Management Inc
Shares1.5K
Event2026-03-31
Filed2026-04-13
SPOT
-14.11%Spotify Technology SA
Shares353
Event2026-03-31
Filed2026-04-13
Coherent Corp
-2.84%Coherent Corp
Shares718
Event2026-03-31
Filed2026-04-13
AEM
-50.94%Agnico Eagle Mines Ltd
Shares839
Event2026-03-31
Filed2026-04-13
QQQM
703.37%Invesco Nasdaq 100 ETF
Shares715
Event2026-03-31
Filed2026-04-13
BR
-4.40%Broadridge Financial Solutions Inc
Shares1.0K
Event2026-03-31
Filed2026-04-13
BDX
-1.66%Becton Dickinson and Co
Shares1.1K
Event2026-03-31
Filed2026-04-13
LITE
15.61%Lumentum Holdings Inc
Shares237
Event2026-03-31
Filed2026-04-13
Steris PLC
6.99%Steris PLC
Shares750
Event2026-03-31
Filed2026-04-13
UPS
-5.07%United Parcel Service Inc
Shares1.7K
Event2026-03-31
Filed2026-04-13
SMMD
NewiShares Russell 2500 ETF
Shares2.2K
Event2026-03-31
Filed2026-04-13
GEHC
-4.78%GE HealthCare Technologies Inc
Shares2.3K
Event2026-03-31
Filed2026-04-13
CTVA
-2.34%Corteva Inc
Shares2.0K
Event2026-03-31
Filed2026-04-13
HPE
-6.48%Hewlett Packard Enterprise Co
Shares6.8K
Event2026-03-31
Filed2026-04-13
YUM
2.16%Yum Brands Inc
Shares1.0K
Event2026-03-31
Filed2026-04-13
TTWO
-8.71%Take-Two Interactive Software Inc
Shares818
Event2026-03-31
Filed2026-04-13
GRMN
-14.14%Garmin Ltd
Shares692
Event2026-03-31
Filed2026-04-13
KKR & Co Inc
-12.77%KKR & Co Inc
Shares1.7K
Event2026-03-31
Filed2026-04-13
HYG
0.00%iShares iBoxx USD High Yield Corporate Bond ETF
Shares2.0K
Event2026-03-31
Filed2026-04-13
ARES
-4.64%Ares Management Corp
Shares1.5K
Event2026-03-31
Filed2026-04-13
SCCO
-12.00%Southern Copper Corp
Shares924
Event2026-03-31
Filed2026-04-13
AWK
8.65%American Water Works Co Inc
Shares1.2K
Event2026-03-31
Filed2026-04-13
QLD
36.83%ProShares Ultra QQQ
Shares2.6K
Event2026-03-31
Filed2026-04-13
AXON
-9.56%Axon Enterprise Inc
Shares369
Event2026-03-31
Filed2026-04-13
AIG
-19.05%American International Group Inc
Shares2.1K
Event2026-03-31
Filed2026-04-13
CVE
-6.64%Cenovus Energy Inc
Shares5.8K
Event2026-03-31
Filed2026-04-13
PAAS
-19.03%Pan American Silver Corp
Shares2.8K
Event2026-03-31
Filed2026-04-13
DOV
-6.46%Dover Corp
Shares738
Event2026-03-31
Filed2026-04-13
SHM
2115.86%State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
Shares3.2K
Event2026-03-31
Filed2026-04-13
HIG
-23.68%Hartford Insurance Group Inc/The
Shares1.1K
Event2026-03-31
Filed2026-04-13
EXC
-11.26%Exelon Corp
Shares3.1K
Event2026-03-31
Filed2026-04-13
VLTO
-50.12%Veralto Corp
Shares1.7K
Event2026-03-31
Filed2026-04-13
FLEX
-0.78%Flex Ltd
Shares2.3K
Event2026-03-31
Filed2026-04-13
PEG
-19.23%Public Service Enterprise Group Inc
Shares1.8K
Event2026-03-31
Filed2026-04-13
SU
-15.62%Suncor Energy Inc
Shares2.2K
Event2026-03-31
Filed2026-04-13
MET
-21.62%MetLife Inc
Shares2.1K
Event2026-03-31
Filed2026-04-13
EW
-3.18%Edwards Lifesciences Corp
Shares1.8K
Event2026-03-31
Filed2026-04-13
BALL
107.49%Ball Corp
Shares2.5K
Event2026-03-31
Filed2026-04-13
TD
-3.29%Toronto-Dominion Bank/The
Shares1.6K
Event2026-03-31
Filed2026-04-13
DLTR
-8.18%Dollar Tree Inc
Shares1.3K
Event2026-03-31
Filed2026-04-13
VUG
0.00%Vanguard Growth ETF
Shares331
Event2026-03-31
Filed2026-04-13
ED
-18.05%Consolidated Edison Inc
Shares1.3K
Event2026-03-31
Filed2026-04-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available