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The Analysis of McKinley Carter Wealth Services, Inc.'s Holdings & P&L

Currently, McKinley Carter Wealth Services, Inc. holds 300 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in DFAI (+2.7M shares, valued at $103.6M), DFAE (+1.7M shares, valued at $56.1M), DYNF (+309.6K shares, valued at $18.0M); decreased their positions in VXUS (-848.6K shares, valued at $65.4M), IEFA (-270.6K shares, valued at $24.5M), VT (-176.8K shares, valued at $24.5M); initiated new positions in DFLV (+312.6K shares, valued at $11.2M), CDNS (+1.6K shares, valued at $432.9K), HON (+1.1K shares, valued at $259.3K).

1M P&L

-24.2M-1.34%

3M P&L

-72.4M-3.92%

HY P&L

+22.2M+1.27%

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/A1.3B

78.1%

2Consumer Electronics30.7M

1.9%

3Engineering & Construction18.8M

1.1%

Top Industries by Stock Count

1N/A180 stocks

64.1%

2Utilities - Regulated Electric7 stocks

2.5%

3Banks - Regional6 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST3.5M shares322.45%2026-03-312026-04-20

IVV ISHARES TR167.6K shares15.63%2026-03-312026-04-20

FBND FIDELITY MERRIMACK STR TR2.3M shares6.05%2026-03-312026-04-20

IWB ISHARES TR247.3K shares-2.14%2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST2.2M shares316.37%2026-03-312026-04-20

AGG ISHARES TR620.3K shares3.20%2026-03-312026-04-20

VXUS VANGUARD STAR FDS529.6K shares-61.57%2026-03-312026-04-20

IEFA ISHARES TR376.7K shares-41.80%2026-03-312026-04-20

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IVE ISHARES TR160.3K shares30.39%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS525.7K shares-37.31%2026-03-312026-04-20

AAPL APPLE INC120.8K shares-7.56%2026-03-312026-04-20

ILCG ISHARES TR270.8K shares-26.46%2026-03-312026-04-20

BROADCOM INC BROADCOM INC80.1K shares0.58%2026-03-312026-04-20

DYNF BLACKROCK ETF TRUST389.8K shares385.96%2026-03-312026-04-20

IWF ISHARES TR49.3K shares-1.23%2026-03-312026-04-20

USIG ISHARES TR358.2K shares21.04%2026-03-312026-04-20

Sponsored

ALPHABET INC ALPHABET INC62.8K shares-14.54%2026-03-312026-04-20

IXUS ISHARES TR199.9K shares-3.52%2026-03-312026-04-20

MBB ISHARES TR176.2K shares145.63%2026-03-312026-04-20

IJR ISHARES TR127.4K shares-8.12%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION15.0K shares-9.92%2026-03-312026-04-20

MSFT MICROSOFT CORP40.1K shares-7.49%2026-03-312026-04-20

IJH ISHARES TR215.4K shares-26.25%2026-03-312026-04-20

NVDA NVIDIA CORPORATION77.3K shares-0.77%2026-03-312026-04-20

Sponsored

TLH ISHARES TR131.4K shares369.85%2026-03-312026-04-20

TJX TJX COS INC NEW81.8K shares-2.47%2026-03-312026-04-20

GRID FIRST TR EXCHANGE-TRADED FD79.4K shares286.94%2026-03-312026-04-20

IEMG ISHARES INC186.1K shares-43.44%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR91.2K shares-43.32%2026-03-312026-04-20

MCK MCKESSON CORP13.6K shares-3.57%2026-03-312026-04-20

ORLY OREILLY AUTOMOTIVE INC124.0K shares-0.46%2026-03-312026-04-20

GOVT ISHARES TR489.6K shares-64.70%2026-03-312026-04-20

Sponsored

DFLV DIMENSIONAL ETF TRUST312.6K sharesnew addition2026-03-312026-04-20

BND VANGUARD BD INDEX FDS150.7K shares-2.82%2026-03-312026-04-20

IEI ISHARES TR93.1K shares293.66%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F79.8K shares-68.90%2026-03-312026-04-20

THRO BLACKROCK ETF TRUST299.7K shares380.24%2026-03-312026-04-20

CACI CACI INTL INC19.7K shares-3.33%2026-03-312026-04-20

PWR QUANTA SVCS INC19.0K shares-2.79%2026-03-312026-04-20

WM WASTE MGMT INC DEL45.2K shares-0.54%2026-03-312026-04-20

Sponsored

LINDE PLC LINDE PLC20.0K shares0.70%2026-03-312026-04-20

AMZN AMAZON COM INC47.2K shares-4.16%2026-03-312026-04-20

EMXC ISHARES INC124.4K shares-58.44%2026-03-312026-04-20

MA MASTERCARD INCORPORATED19.5K shares-6.08%2026-03-312026-04-20

FNDF SCHWAB STRATEGIC TR198.9K shares-55.34%2026-03-312026-04-20

SHY ISHARES TR116.0K shares373.40%2026-03-312026-04-20

HUBBELL INC HUBBELL INC19.5K shares-2.08%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS15.7K shares2.58%2026-03-312026-04-20

Sponsored

IWL ISHARES TR57.8K shares-55.29%2026-03-312026-04-20

DFAT DIMENSIONAL ETF TRUST147.1K shares0.19%2026-03-312026-04-20

NFLX NETFLIX INC.91.2K shares-4.24%2026-03-312026-04-20

OEF ISHARES TR27.1K shares-2.14%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR173.7K shares-49.28%2026-03-312026-04-20

HD HOME DEPOT INC25.9K shares-6.86%2026-03-312026-04-20

J JACOBS SOLUTIONS INC65.6K shares2.40%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR54.6K shares-56.23%2026-03-312026-04-20

Sponsored

XCEM COLUMBIA ETF TR II194.7K shares-10.54%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP22.8K shares14.61%2026-03-312026-04-20

VUG VANGUARD INDEX FDS17.8K shares-1.17%2026-03-312026-04-20

META META PLATFORMS INC13.6K shares-14.03%2026-03-312026-04-20

RL RALPH LAUREN CORP21.4K shares12.26%2026-03-312026-04-20

INTU INTUIT17.0K shares-5.19%2026-03-312026-04-20

VYMI VANGUARD WHITEHALL FDS75.1K shares-1.97%2026-03-312026-04-20

AYI ACUITY INC25.1K shares-1.47%2026-03-312026-04-20

Sponsored

CAT CATERPILLAR INC9.6K shares-2.99%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR273.3K shares-7.15%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO22.9K shares-7.40%2026-03-312026-04-20

APH AMPHENOL CORP51.3K shares12.13%2026-03-312026-04-20

PEP PEPSICO INC40.8K shares-4.79%2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO28.8K shares-11.04%2026-03-312026-04-20

IWM ISHARES TR24.2K shares-4.42%2026-03-312026-04-20

AIQ GLOBAL X FDS127.0K shares7.60%2026-03-312026-04-20

Sponsored

LLY ELI LILLY & CO6.4K shares-10.70%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR10.2K shares-3.99%2026-03-312026-04-20

ISCG ISHARES TR105.5K shares-1.09%2026-03-312026-04-20

ESGU ISHARES TR39.9K shares20.41%2026-03-312026-04-20

VB VANGUARD INDEX FDS20.6K shares-3.88%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F71.0K shares-13.96%2026-03-312026-04-20

CVX CHEVRON CORPORATION24.5K shares-2.81%2026-03-312026-04-20

EFA ISHARES TR52.2K shares-25.06%2026-03-312026-04-20

Sponsored

ABBV ABBVIE INC23.2K shares-3.70%2026-03-312026-04-20

ICE INTERCONTINENTAL EXCHANGE IN31.2K shares6.29%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP7.4K shares-2.25%2026-03-312026-04-20

MUNI PIMCO ETF TR82.5K shares-3.76%2026-03-312026-04-20

BK BANK NEW YORK MELLON CORP35.4K shares-0.08%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON17.1K shares-10.65%2026-03-312026-04-20

PG PROCTER & GAMBLE CO28.8K shares-18.19%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR67.1K shares-62.81%2026-03-312026-04-20

Sponsored

GWW WW GRAINGER INC3.6K shares-17.96%2026-03-312026-04-20

MCD MCDONALDS CORP12.7K shares-2.34%2026-03-312026-04-20

IWD ISHARES TR18.0K shares-5.38%2026-03-312026-04-20

ACWI ISHARES TR26.7K shares-2.30%2026-03-312026-04-20

NEE NEXTERA ENERGY INC39.0K shares0.65%2026-03-312026-04-20

LOW LOWES COS INC14.7K shares0.86%2026-03-312026-04-20

EFG ISHARES TR31.0K shares-9.35%2026-03-312026-04-20

MS MORGAN STANLEY20.5K shares0.09%2026-03-312026-04-20

Sponsored

INMU BLACKROCK ETF TRUST II140.3K shares3.86%2026-03-312026-04-20

IGRO ISHARES TR38.6K shares0.88%2026-03-312026-04-20

IJS ISHARES TR27.0K shares-0.67%2026-03-312026-04-20

VBK VANGUARD INDEX FDS10.5K shares-0.34%2026-03-312026-04-20

FNOV FIRST TR EXCHNG TRADED FD VI58.1K shares0.00%2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST56.7K shares-2.71%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC24.7K shares-1.37%2026-03-312026-04-20

TXN TEXAS INSTRS INC14.8K shares7.17%2026-03-312026-04-20

Sponsored

IWP ISHARES TR22.4K shares-15.15%2026-03-312026-04-20

VBR VANGUARD INDEX FDS13.1K shares-1.72%2026-03-312026-04-20

IAGG ISHARES TR56.5K shares-81.80%2026-03-312026-04-20

ESGD ISHARES TR29.5K shares-7.76%2026-03-312026-04-20

IWR ISHARES TR29.0K shares-4.91%2026-03-312026-04-20

QUAL ISHARES TR13.3K shares-1.05%2026-03-312026-04-20

SPYM SPDR SERIES TRUST33.2K shares-51.28%2026-03-312026-04-20

EAGG ISHARES TR53.2K shares-11.89%2026-03-312026-04-20

Sponsored

ES EVERSOURCE ENERGY36.4K shares-0.03%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN11.6K shares0.04%2026-03-312026-04-20

BRTR BLACKROCK ETF TRUST II46.8K shares15.84%2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC9.0K shares2.22%2026-03-312026-04-20

COWZ PACER FDS TR36.0K shares-0.73%2026-03-312026-04-20

SBUX STARBUCKS CORP23.9K shares-4.45%2026-03-312026-04-20

DGRO ISHARES TR29.6K shares-1.11%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC35.9K shares4.96%2026-03-312026-04-20

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.2K shares-5.17%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T3.1K shares-0.95%2026-03-312026-04-20

VTV VANGUARD INDEX FDS10.2K shares-1.10%2026-03-312026-04-20

ABT ABBOTT LABORATORIES19.4K shares-10.88%2026-03-312026-04-20

SPEM SPDR INDEX SHS FDS42.1K shares-22.65%2026-03-312026-04-20

TMUS T-MOBILE US INC9.2K shares6.72%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 403.1K shares0.00%2026-03-312026-04-20

ECL ECOLAB INC7.1K shares12.37%2026-03-312026-04-20

Sponsored

WFC WELLS FARGO & CO23.5K shares4.25%2026-03-312026-04-20

FDEC FIRST TR EXCHNG TRADED FD VI34.9K shares0.00%2026-03-312026-04-20

GBTC GRAYSCALE BITCOIN TRUST ETF32.1K shares0.00%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC7.9K shares-2.76%2026-03-312026-04-20

CHCO CITY HLDG CO13.8K shares0.15%2026-03-312026-04-20

V VISA INC5.4K shares-27.22%2026-03-312026-04-20

FVD FIRST TR EXCHANGE-TRADED FD34.5K shares-1.60%2026-03-312026-04-20

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET53.0K shares1.74%2026-03-312026-04-20

Sponsored

SCHG SCHWAB STRATEGIC TR54.1K shares-5.76%2026-03-312026-04-20

IWO ISHARES TR4.9K shares-0.48%2026-03-312026-04-20

FOCT FIRST TR EXCHNG TRADED FD VI32.2K shares0.00%2026-03-312026-04-20

DEM WISDOMTREE TR30.7K shares-0.15%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.9K shares-0.74%2026-03-312026-04-20

FJUN FIRST TR EXCHNG TRADED FD VI26.6K shares-1.70%2026-03-312026-04-20

VO VANGUARD INDEX FDS5.2K shares-2.67%2026-03-312026-04-20

VTI VANGUARD INDEX FDS4.5K shares-7.24%2026-03-312026-04-20

Sponsored

FMAR FIRST TR EXCHNG TRADED FD VI29.5K shares10.48%2026-03-312026-04-20

XOM EXXON MOBIL CORP8.3K shares-21.97%2026-03-312026-04-20

VIGI VANGUARD WHITEHALL FDS15.2K shares-0.52%2026-03-312026-04-20

PGR PROGRESSIVE CORP6.8K shares6.48%2026-03-312026-04-20

FSEP FIRST TR EXCHNG TRADED FD VI26.4K shares0.00%2026-03-312026-04-20

CMCSA COMCAST CORP NEW46.3K shares15.11%2026-03-312026-04-20

VDE VANGUARD WORLD FD7.6K shares-7.03%2026-03-312026-04-20

UBSI UNITED BANKSHARES INC WEST V31.0K shares0.09%2026-03-312026-04-20

Sponsored

FMAY FIRST TR EXCHNG TRADED FD VI23.9K shares0.00%2026-03-312026-04-20

IJT ISHARES TR8.7K shares-3.18%2026-03-312026-04-20

VDC VANGUARD WORLD FD5.4K shares0.00%2026-03-312026-04-20

WMT WALMART INC9.4K shares-36.30%2026-03-312026-04-20

MTUM ISHARES TR4.8K shares-11.09%2026-03-312026-04-20

MEAR ISHARES U S ETF TR22.6K shares5.00%2026-03-312026-04-20

QTEC FIRST TR EXCHANGE-TRADED FD5.1K shares-0.64%2026-03-312026-04-20

BUFY FIRST TR EXCHNG TRADED FD VI49.1K shares17.29%2026-03-312026-04-20

Sponsored

VGT VANGUARD WORLD FD1.6K shares5.49%2026-03-312026-04-20

FAPR FIRST TR EXCHNG TRADED FD VI24.2K shares0.00%2026-03-312026-04-20

ESGE ISHARES INC23.7K shares-10.27%2026-03-312026-04-20

DNOV FIRST TR EXCHNG TRADED FD VI22.5K shares0.00%2026-03-312026-04-20

XLP SELECT SECTOR SPDR TR13.2K shares-14.10%2026-03-312026-04-20

ALPHABET INC ALPHABET INC3.7K shares-29.55%2026-03-312026-04-20

DOCT FIRST TR EXCHNG TRADED FD VI24.4K shares0.00%2026-03-312026-04-20

QQQJ INVESCO EXCH TRADED FD TR II27.5K shares-10.17%2026-03-312026-04-20

Sponsored

IWX ISHARES TR10.6K shares0.00%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-21.40%2026-03-312026-04-20

HIMU BLACKROCK ETF TRUST II20.2K shares-7.49%2026-03-312026-04-20

FBT FIRST TR EXCHANGE-TRADED FD4.8K shares-24.32%2026-03-312026-04-20

KXI ISHARES TR13.9K shares0.00%2026-03-312026-04-20

ORCL ORACLE CORP6.2K shares-4.56%2026-03-312026-04-20

GLD SPDR GOLD TR2.1K shares10.12%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS20.0K shares-50.12%2026-03-312026-04-20

Sponsored

IVW ISHARES TR7.9K shares0.01%2026-03-312026-04-20

TSLA TESLA INC2.3K shares0.00%2026-03-312026-04-20

USHY ISHARES TR23.1K shares-7.92%2026-03-312026-04-20

KO COCA COLA CO11.1K shares6.29%2026-03-312026-04-20

IGSB ISHARES TR15.8K shares-19.80%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-30.99%2026-03-312026-04-20

RSPM INVESCO EXCHANGE TRADED FD T20.7K shares-2.74%2026-03-312026-04-20

DMAR FIRST TR EXCHNG TRADED FD VI18.7K shares0.00%2026-03-312026-04-20

Sponsored

FAUG FIRST TR EXCHNG TRADED FD VI15.0K shares0.00%2026-03-312026-04-20

DSEP FIRST TR EXCHNG TRADED FD VI16.9K shares0.00%2026-03-312026-04-20

ISTB ISHARES TR15.2K shares-19.69%2026-03-312026-04-20

IVOO VANGUARD ADMIRAL FDS INC6.5K shares0.00%2026-03-312026-04-20

PKG PACKAGING CORP AMER3.5K shares0.06%2026-03-312026-04-20

RTX RTX CORPORATION3.7K shares8.65%2026-03-312026-04-20

EEM ISHARES TR12.7K shares0.00%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F13.0K shares-2.62%2026-03-312026-04-20

FJUL FIRST TR EXCHNG TRADED FD VI12.8K shares0.00%2026-03-312026-04-20

XAR SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-04-20

PYLD PIMCO ETF TR25.7K shares39.64%2026-03-312026-04-20

MVBF MVB FINL CORP25.9K shares-13.39%2026-03-312026-04-20

RSPG INVESCO EXCHANGE TRADED FD T5.9K shares-3.00%2026-03-312026-04-20

IWN ISHARES TR3.4K shares-0.56%2026-03-312026-04-20

SCHX SCHWAB STRATEGIC TR24.7K shares0.05%2026-03-312026-04-20

Sponsored

AEP AMERICAN ELEC PWR CO INC4.8K shares-23.32%2026-03-312026-04-20

FFEB FIRST TR EXCHNG TRADED FD VI11.1K shares4.87%2026-03-312026-04-20

CSX CSX CORP14.9K shares-2.47%2026-03-312026-04-20

PPA INVESCO EXCHANGE TRADED FD T3.7K shares0.00%2026-03-312026-04-20

IAUM ISHARES GOLD TR12.8K shares53.00%2026-03-312026-04-20

VLUE ISHARES TR4.1K shares-0.41%2026-03-312026-04-20

FJAN FIRST TR EXCHNG TRADED FD VI11.1K shares40.93%2026-03-312026-04-20

CTVA CORTEVA INC6.7K shares3.73%2026-03-312026-04-20

Sponsored

SPMD SPDR SERIES TRUST9.4K shares-40.26%2026-03-312026-04-20

TSCO TRACTOR SUPPLY CO12.2K shares-25.72%2026-03-312026-04-20

DTE DTE ENERGY CO3.7K shares0.00%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-7.71%2026-03-312026-04-20

MUB ISHARES TR5.1K shares-7.11%2026-03-312026-04-20

BUFD FIRST TR EXCHNG TRADED FD VI18.7K shares0.00%2026-03-312026-04-20

JUNM FIRST TR EXCHNG TRADED FD VI15.1K shares0.00%2026-03-312026-04-20

FDN FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-03-312026-04-20

Sponsored

XLI SELECT SECTOR SPDR TR3.1K shares21.63%2026-03-312026-04-20

EXR EXTRA SPACE STORAGE INC3.8K shares0.18%2026-03-312026-04-20

T AT&T INC17.1K shares-12.27%2026-03-312026-04-20

SPYG SPDR SERIES TRUST5.1K shares5.03%2026-03-312026-04-20

XT ISHARES TR7.1K shares0.00%2026-03-312026-04-20

XJH ISHARES TR10.3K shares-46.90%2026-03-312026-04-20

KLAC KLA CORP312 shares0.32%2026-03-312026-04-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.5K shares-30.04%2026-03-312026-04-20

Sponsored

GJAN FIRST TR EXCHNG TRADED FD VI10.6K shares28.20%2026-03-312026-04-20

SO SOUTHERN CO4.6K shares-0.35%2026-03-312026-04-20

DDEC FIRST TR EXCHNG TRADED FD VI9.8K shares0.00%2026-03-312026-04-20

CDNS CADENCE DESIGN SYSTEM INC1.6K sharesnew addition2026-03-312026-04-20

GILD GILEAD SCIENCES INC3.1K shares0.00%2026-03-312026-04-20

IWY ISHARES TR1.7K shares-1.60%2026-03-312026-04-20

SOXX ISHARES TR1.3K shares0.08%2026-03-312026-04-20

DKS DICKS SPORTING GOODS INC2.0K shares0.00%2026-03-312026-04-20

Sponsored

ANGL VANECK ETF TRUST13.6K shares-6.62%2026-03-312026-04-20

CSCO CISCO SYS INC4.9K shares-36.20%2026-03-312026-04-20

IWS ISHARES TR2.6K shares-1.99%2026-03-312026-04-20

DFEB FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-03-312026-04-20

TFC TRUIST FINL CORP8.3K shares0.23%2026-03-312026-04-20

USMV ISHARES TR4.0K shares0.10%2026-03-312026-04-20

HEFA ISHARES TR8.7K shares-0.24%2026-03-312026-04-20

NI NISOURCE INC7.9K shares0.00%2026-03-312026-04-20

Sponsored

VGIT VANGUARD SCOTTSDALE FDS6.1K shares0.49%2026-03-312026-04-20

VRT VERTIV HOLDINGS CO1.4K shares0.28%2026-03-312026-04-20

SUB ISHARES TR3.4K shares-9.00%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP1.2K shares8.21%2026-03-312026-04-20

IDA IDACORP INC2.4K shares0.00%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO1.1K shares-6.65%2026-03-312026-04-20

SPTM SPDR SERIES TRUST4.2K shares0.00%2026-03-312026-04-20

GJUL FIRST TR EXCHNG TRADED FD VI8.1K shares4.34%2026-03-312026-04-20

Sponsored

VFH VANGUARD WORLD FD2.7K shares0.11%2026-03-312026-04-20

SDY SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-04-20

IOO ISHARES TR2.7K shares-2.28%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC1.1K shares-22.18%2026-03-312026-04-20

TT TRANE TECHNOLOGIES PLC750 shares36.36%2026-03-312026-04-20

AIVL WISDOMTREE TR2.7K shares0.00%2026-03-312026-04-20

GUNR FLEXSHARES TR5.5K shares-1.56%2026-03-312026-04-20

ESML ISHARES TR6.4K shares-26.17%2026-03-312026-04-20

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.3K shares-5.02%2026-03-312026-04-20

SGOV ISHARES TR2.9K shares0.56%2026-03-312026-04-20

LNT ALLIANT ENERGY CORP4.0K shares0.00%2026-03-312026-04-20

IXN ISHARES TR2.8K shares0.00%2026-03-312026-04-20

SPHQ INVESCO EXCHANGE TRADED FD T3.7K shares-3.11%2026-03-312026-04-20

DVY ISHARES TR1.8K shares0.00%2026-03-312026-04-20

BINC BLACKROCK ETF TRUST II5.2K shares-76.94%2026-03-312026-04-20

DAUG FIRST TR EXCHNG TRADED FD VI6.1K shares0.00%2026-03-312026-04-20

Sponsored

VONV VANGUARD SCOTTSDALE FDS2.8K shares0.04%2026-03-312026-04-20

AMGN AMGEN INC751 shares-42.72%2026-03-312026-04-20

NOBL PROSHARES TR2.5K shares-31.82%2026-03-312026-04-20

HON HONEYWELL INTL INC1.1K sharesnew addition2026-03-312026-04-20

GPN GLOBAL PMTS INC3.8K shares0.39%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC1.5K shares-25.00%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC1.7K shares-1.04%2026-03-312026-04-20

DTM DT MIDSTREAM INC1.8K shares0.00%2026-03-312026-04-20

Sponsored

BLACKROCK INC BLACKROCK INC258 shares-38.28%2026-03-312026-04-20

HSY HERSHEY CO1.2K sharesnew addition2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR7.5K shares-12.48%2026-03-312026-04-20

CL COLGATE PALMOLIVE CO2.9K shares-38.50%2026-03-312026-04-20

ITOT ISHARES TR1.7K shares0.00%2026-03-312026-04-20

DHR DANAHER CORP DEL1.3K shares-56.24%2026-03-312026-04-20

BUFQ FIRST TR EXCHNG TRADED FD VI6.8K shares1.72%2026-03-312026-04-20

AOM ISHARES TR5.0K shares-4.04%2026-03-312026-04-20

Sponsored

IDHQ INVESCO EXCH TRADED FD TR II6.7K shares-42.18%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS3.0K shares1.12%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC867 shares-25.96%2026-03-312026-04-20

VV VANGUARD INDEX FDS782 shares0.00%2026-03-312026-04-20

INTC INTEL CORP5.3K sharesnew addition2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC2.0K shares-57.90%2026-03-312026-04-20

EZM WISDOMTREE TR3.4K shares-5.70%2026-03-312026-04-20

BABA ALIBABA GROUP HLDG LTD1.8K shares0.00%2026-03-312026-04-20

Sponsored

VTC VANGUARD SCOTTSDALE FDS2.9K shares3.03%2026-03-312026-04-20

BNL BROADSTONE NET LEASE INC12.1K shares0.00%2026-03-312026-04-20

FCF FIRST COMWLTH FINL CORP PA12.5K shares0.00%2026-03-312026-04-20

TGT TARGET CORP1.8K sharesnew addition2026-03-312026-04-20

IPKW INVESCO EXCH TRADED FD TR II3.9K shares0.00%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS1.5K shares-19.70%2026-03-312026-04-20

SPMO INVESCO EXCH TRADED FD TR II1.9K shares0.00%2026-03-312026-04-20

PDBC INVESCO ACTVELY MNGD ETC FD12.0K shares0.00%2026-03-312026-04-20

Sponsored

SUSA ISHARES TR1.6K shares0.06%2026-03-312026-04-20

NERVGEN PHARMA CORP NERVGEN PHARMA CORP30.9K sharesnew addition2026-03-312026-04-20

SNOA SONOMA PHARMACEUTICALS INC11.2K shares0.00%2026-03-312026-04-20

INSPIREMD INC INSPIREMD INC10.0K shares0.00%2026-03-312026-04-20

DFAI

DIMENSIONAL ETF TRUST

322.45%

Shares3.5M

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

15.63%

Shares167.6K

Event2026-03-31

Filed2026-04-20

FBND

FIDELITY MERRIMACK STR TR

6.05%

Shares2.3M

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

-2.14%

Shares247.3K

Event2026-03-31

Filed2026-04-20

DFAE

DIMENSIONAL ETF TRUST

316.37%

Shares2.2M

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

3.20%

Shares620.3K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

-61.57%

Shares529.6K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

-41.80%

Shares376.7K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

30.39%

Shares160.3K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

-37.31%

Shares525.7K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-7.56%

Shares120.8K

Event2026-03-31

Filed2026-04-20

ILCG

ISHARES TR

-26.46%

Shares270.8K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

0.58%

Shares80.1K

Event2026-03-31

Filed2026-04-20

DYNF

BLACKROCK ETF TRUST

385.96%

Shares389.8K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES TR

-1.23%

Shares49.3K

Event2026-03-31

Filed2026-04-20

USIG

ISHARES TR

21.04%

Shares358.2K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-14.54%

Shares62.8K

Event2026-03-31

Filed2026-04-20

IXUS

ISHARES TR

-3.52%

Shares199.9K

Event2026-03-31

Filed2026-04-20

MBB

ISHARES TR

145.63%

Shares176.2K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

-8.12%

Shares127.4K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-9.92%

Shares15.0K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-7.49%

Shares40.1K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

-26.25%

Shares215.4K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.77%

Shares77.3K

Event2026-03-31

Filed2026-04-20

TLH

ISHARES TR

369.85%

Shares131.4K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

-2.47%

Shares81.8K

Event2026-03-31

Filed2026-04-20

GRID

FIRST TR EXCHANGE-TRADED FD

286.94%

Shares79.4K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

-43.44%

Shares186.1K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

-43.32%

Shares91.2K

Event2026-03-31

Filed2026-04-20

MCK

MCKESSON CORP

-3.57%

Shares13.6K

Event2026-03-31

Filed2026-04-20

ORLY

OREILLY AUTOMOTIVE INC

-0.46%

Shares124.0K

Event2026-03-31

Filed2026-04-20

GOVT

ISHARES TR

-64.70%

Shares489.6K

Event2026-03-31

Filed2026-04-20

DFLV

DIMENSIONAL ETF TRUST

New

Shares312.6K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

-2.82%

Shares150.7K

Event2026-03-31

Filed2026-04-20

IEI

ISHARES TR

293.66%

Shares93.1K

Event2026-03-31

Filed2026-04-20

VANGUARD INTL EQUITY INDEX F

-68.90%

Shares79.8K

Event2026-03-31

Filed2026-04-20

THRO

BLACKROCK ETF TRUST

380.24%

Shares299.7K

Event2026-03-31

Filed2026-04-20

CACI

CACI INTL INC

-3.33%

Shares19.7K

Event2026-03-31

Filed2026-04-20

PWR

QUANTA SVCS INC

-2.79%

Shares19.0K

Event2026-03-31

Filed2026-04-20

WASTE MGMT INC DEL

-0.54%

Shares45.2K

Event2026-03-31

Filed2026-04-20

LINDE PLC

0.70%

Shares20.0K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-4.16%

Shares47.2K

Event2026-03-31

Filed2026-04-20

EMXC

ISHARES INC

-58.44%

Shares124.4K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

-6.08%

Shares19.5K

Event2026-03-31

Filed2026-04-20

FNDF

SCHWAB STRATEGIC TR

-55.34%

Shares198.9K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES TR

373.40%

Shares116.0K

Event2026-03-31

Filed2026-04-20

HUBBELL INC

-2.08%

Shares19.5K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

2.58%

Shares15.7K

Event2026-03-31

Filed2026-04-20

IWL

ISHARES TR

-55.29%

Shares57.8K

Event2026-03-31

Filed2026-04-20

DFAT

DIMENSIONAL ETF TRUST

0.19%

Shares147.1K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

-4.24%

Shares91.2K

Event2026-03-31

Filed2026-04-20

OEF

ISHARES TR

-2.14%

Shares27.1K

Event2026-03-31

Filed2026-04-20

XLF

SELECT SECTOR SPDR TR

-49.28%

Shares173.7K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

-6.86%

Shares25.9K

Event2026-03-31

Filed2026-04-20

JACOBS SOLUTIONS INC

2.40%

Shares65.6K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

-56.23%

Shares54.6K

Event2026-03-31

Filed2026-04-20

XCEM

COLUMBIA ETF TR II

-10.54%

Shares194.7K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

14.61%

Shares22.8K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

-1.17%

Shares17.8K

Event2026-03-31

Filed2026-04-20

META

META PLATFORMS INC

-14.03%

Shares13.6K

Event2026-03-31

Filed2026-04-20

RALPH LAUREN CORP

12.26%

Shares21.4K

Event2026-03-31

Filed2026-04-20

INTU

INTUIT

-5.19%

Shares17.0K

Event2026-03-31

Filed2026-04-20

VYMI

VANGUARD WHITEHALL FDS

-1.97%

Shares75.1K

Event2026-03-31

Filed2026-04-20

AYI

ACUITY INC

-1.47%

Shares25.1K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-2.99%

Shares9.6K

Event2026-03-31

Filed2026-04-20

SCHF

SCHWAB STRATEGIC TR

-7.15%

Shares273.3K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-7.40%

Shares22.9K

Event2026-03-31

Filed2026-04-20

APH

AMPHENOL CORP

12.13%

Shares51.3K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

-4.79%

Shares40.8K

Event2026-03-31

Filed2026-04-20

AJG

GALLAGHER ARTHUR J & CO

-11.04%

Shares28.8K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

-4.42%

Shares24.2K

Event2026-03-31

Filed2026-04-20

AIQ

GLOBAL X FDS

7.60%

Shares127.0K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

-10.70%

Shares6.4K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-3.99%

Shares10.2K

Event2026-03-31

Filed2026-04-20

ISCG

ISHARES TR

-1.09%

Shares105.5K

Event2026-03-31

Filed2026-04-20

ESGU

ISHARES TR

20.41%

Shares39.9K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-3.88%

Shares20.6K

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD INTL EQUITY INDEX F

-13.96%

Shares71.0K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

-2.81%

Shares24.5K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

-25.06%

Shares52.2K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

-3.70%

Shares23.2K

Event2026-03-31

Filed2026-04-20

ICE

INTERCONTINENTAL EXCHANGE IN

6.29%

Shares31.2K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

-2.25%

Shares7.4K

Event2026-03-31

Filed2026-04-20

MUNI

PIMCO ETF TR

-3.76%

Shares82.5K

Event2026-03-31

Filed2026-04-20

BANK NEW YORK MELLON CORP

-0.08%

Shares35.4K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-10.65%

Shares17.1K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

-18.19%

Shares28.8K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

-62.81%

Shares67.1K

Event2026-03-31

Filed2026-04-20

GWW

WW GRAINGER INC

-17.96%

Shares3.6K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-2.34%

Shares12.7K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

-5.38%

Shares18.0K

Event2026-03-31

Filed2026-04-20

ACWI

ISHARES TR

-2.30%

Shares26.7K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

0.65%

Shares39.0K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

0.86%

Shares14.7K

Event2026-03-31

Filed2026-04-20

EFG

ISHARES TR

-9.35%

Shares31.0K

Event2026-03-31

Filed2026-04-20

MORGAN STANLEY

0.09%

Shares20.5K

Event2026-03-31

Filed2026-04-20

INMU

BLACKROCK ETF TRUST II

3.86%

Shares140.3K

Event2026-03-31

Filed2026-04-20

IGRO

ISHARES TR

0.88%

Shares38.6K

Event2026-03-31

Filed2026-04-20

IJS

ISHARES TR

-0.67%

Shares27.0K

Event2026-03-31

Filed2026-04-20

VBK

VANGUARD INDEX FDS

-0.34%

Shares10.5K

Event2026-03-31

Filed2026-04-20

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares58.1K

Event2026-03-31

Filed2026-04-20

DFIV

DIMENSIONAL ETF TRUST

-2.71%

Shares56.7K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

-1.37%

Shares24.7K

Event2026-03-31

Filed2026-04-20

TXN

TEXAS INSTRS INC

7.17%

Shares14.8K

Event2026-03-31

Filed2026-04-20

IWP

ISHARES TR

-15.15%

Shares22.4K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

-1.72%

Shares13.1K

Event2026-03-31

Filed2026-04-20

IAGG

ISHARES TR

-81.80%

Shares56.5K

Event2026-03-31

Filed2026-04-20

ESGD

ISHARES TR

-7.76%

Shares29.5K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

-4.91%

Shares29.0K

Event2026-03-31

Filed2026-04-20

QUAL

ISHARES TR

-1.05%

Shares13.3K

Event2026-03-31

Filed2026-04-20

SPYM

SPDR SERIES TRUST

-51.28%

Shares33.2K

Event2026-03-31

Filed2026-04-20

EAGG

ISHARES TR

-11.89%

Shares53.2K

Event2026-03-31

Filed2026-04-20

EVERSOURCE ENERGY

-0.03%

Shares36.4K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING IN

0.04%

Shares11.6K

Event2026-03-31

Filed2026-04-20

BRTR

BLACKROCK ETF TRUST II

15.84%

Shares46.8K

Event2026-03-31

Filed2026-04-20

ITW

ILLINOIS TOOL WKS INC

2.22%

Shares9.0K

Event2026-03-31

Filed2026-04-20

COWZ

PACER FDS TR

-0.73%

Shares36.0K

Event2026-03-31

Filed2026-04-20

SBUX

STARBUCKS CORP

-4.45%

Shares23.9K

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES TR

-1.11%

Shares29.6K

Event2026-03-31

Filed2026-04-20

MDLZ

MONDELEZ INTL INC

4.96%

Shares35.9K

Event2026-03-31

Filed2026-04-20

ACCENTURE PLC IRELAND

-5.17%

Shares10.2K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-0.95%

Shares3.1K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

-1.10%

Shares10.2K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

-10.88%

Shares19.4K

Event2026-03-31

Filed2026-04-20

SPEM

SPDR INDEX SHS FDS

-22.65%

Shares42.1K

Event2026-03-31

Filed2026-04-20

TMUS

T-MOBILE US INC

6.72%

Shares9.2K

Event2026-03-31

Filed2026-04-20

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-20

ECL

ECOLAB INC

12.37%

Shares7.1K

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

4.25%

Shares23.5K

Event2026-03-31

Filed2026-04-20

FDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares34.9K

Event2026-03-31

Filed2026-04-20

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares32.1K

Event2026-03-31

Filed2026-04-20

PNC

PNC FINL SVCS GROUP INC

-2.76%

Shares7.9K

Event2026-03-31

Filed2026-04-20

CHCO

CITY HLDG CO

0.15%

Shares13.8K

Event2026-03-31

Filed2026-04-20

VISA INC

-27.22%

Shares5.4K

Event2026-03-31

Filed2026-04-20

FVD

FIRST TR EXCHANGE-TRADED FD

-1.60%

Shares34.5K

Event2026-03-31

Filed2026-04-20

GRAYSCALE BITCOIN MINI TR ET

1.74%

Shares53.0K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

-5.76%

Shares54.1K

Event2026-03-31

Filed2026-04-20

IWO

ISHARES TR

-0.48%

Shares4.9K

Event2026-03-31

Filed2026-04-20

FOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares32.2K

Event2026-03-31

Filed2026-04-20

DEM

WISDOMTREE TR

-0.15%

Shares30.7K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

-0.74%

Shares7.9K

Event2026-03-31

Filed2026-04-20

FJUN

FIRST TR EXCHNG TRADED FD VI

-1.70%

Shares26.6K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-2.67%

Shares5.2K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

-7.24%

Shares4.5K

Event2026-03-31

Filed2026-04-20

FMAR

FIRST TR EXCHNG TRADED FD VI

10.48%

Shares29.5K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-21.97%

Shares8.3K

Event2026-03-31

Filed2026-04-20

VIGI

VANGUARD WHITEHALL FDS

-0.52%

Shares15.2K

Event2026-03-31

Filed2026-04-20

PGR

PROGRESSIVE CORP

6.48%

Shares6.8K

Event2026-03-31

Filed2026-04-20

FSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares26.4K

Event2026-03-31

Filed2026-04-20

CMCSA

COMCAST CORP NEW

15.11%

Shares46.3K

Event2026-03-31

Filed2026-04-20

VDE

VANGUARD WORLD FD

-7.03%

Shares7.6K

Event2026-03-31

Filed2026-04-20

UBSI

UNITED BANKSHARES INC WEST V

0.09%

Shares31.0K

Event2026-03-31

Filed2026-04-20

FMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares23.9K

Event2026-03-31

Filed2026-04-20

IJT

ISHARES TR

-3.18%

Shares8.7K

Event2026-03-31

Filed2026-04-20

VDC

VANGUARD WORLD FD

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-36.30%

Shares9.4K

Event2026-03-31

Filed2026-04-20

MTUM

ISHARES TR

-11.09%

Shares4.8K

Event2026-03-31

Filed2026-04-20

MEAR

ISHARES U S ETF TR

5.00%

Shares22.6K

Event2026-03-31

Filed2026-04-20

QTEC

FIRST TR EXCHANGE-TRADED FD

-0.64%

Shares5.1K

Event2026-03-31

Filed2026-04-20

BUFY

FIRST TR EXCHNG TRADED FD VI

17.29%

Shares49.1K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

5.49%

Shares1.6K

Event2026-03-31

Filed2026-04-20

FAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares24.2K

Event2026-03-31

Filed2026-04-20

ESGE

ISHARES INC

-10.27%

Shares23.7K

Event2026-03-31

Filed2026-04-20

DNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares22.5K

Event2026-03-31

Filed2026-04-20

XLP

SELECT SECTOR SPDR TR

-14.10%

Shares13.2K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-29.55%

Shares3.7K

Event2026-03-31

Filed2026-04-20

DOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares24.4K

Event2026-03-31

Filed2026-04-20

QQQJ

INVESCO EXCH TRADED FD TR II

-10.17%

Shares27.5K

Event2026-03-31

Filed2026-04-20

IWX

ISHARES TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

-21.40%

Shares2.0K

Event2026-03-31

Filed2026-04-20

HIMU

BLACKROCK ETF TRUST II

-7.49%

Shares20.2K

Event2026-03-31

Filed2026-04-20

FBT

FIRST TR EXCHANGE-TRADED FD

-24.32%

Shares4.8K

Event2026-03-31

Filed2026-04-20

KXI

ISHARES TR

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

-4.56%

Shares6.2K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

10.12%

Shares2.1K

Event2026-03-31

Filed2026-04-20

SPDW

SPDR INDEX SHS FDS

-50.12%

Shares20.0K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

0.01%

Shares7.9K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-20

USHY

ISHARES TR

-7.92%

Shares23.1K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

6.29%

Shares11.1K

Event2026-03-31

Filed2026-04-20

IGSB

ISHARES TR

-19.80%

Shares15.8K

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC INC

-30.99%

Shares1.6K

Event2026-03-31

Filed2026-04-20

RSPM

INVESCO EXCHANGE TRADED FD T

-2.74%

Shares20.7K

Event2026-03-31

Filed2026-04-20

DMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares18.7K

Event2026-03-31

Filed2026-04-20

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-20

DSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares16.9K

Event2026-03-31

Filed2026-04-20

ISTB

ISHARES TR

-19.69%

Shares15.2K

Event2026-03-31

Filed2026-04-20

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-20

PKG

PACKAGING CORP AMER

0.06%

Shares3.5K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

8.65%

Shares3.7K

Event2026-03-31

Filed2026-04-20

EEM

ISHARES TR

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

-2.62%

Shares13.0K

Event2026-03-31

Filed2026-04-20

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-20

XAR

SPDR SERIES TRUST

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-20

PYLD

PIMCO ETF TR

39.64%

Shares25.7K

Event2026-03-31

Filed2026-04-20

MVBF

MVB FINL CORP

-13.39%

Shares25.9K

Event2026-03-31

Filed2026-04-20

RSPG

INVESCO EXCHANGE TRADED FD T

-3.00%

Shares5.9K

Event2026-03-31

Filed2026-04-20

IWN

ISHARES TR

-0.56%

Shares3.4K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

0.05%

Shares24.7K

Event2026-03-31

Filed2026-04-20

AEP

AMERICAN ELEC PWR CO INC

-23.32%

Shares4.8K

Event2026-03-31

Filed2026-04-20

FFEB

FIRST TR EXCHNG TRADED FD VI

4.87%

Shares11.1K

Event2026-03-31

Filed2026-04-20

CSX

CSX CORP

-2.47%

Shares14.9K

Event2026-03-31

Filed2026-04-20

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-20

IAUM

ISHARES GOLD TR

53.00%

Shares12.8K

Event2026-03-31

Filed2026-04-20

VLUE

ISHARES TR

-0.41%

Shares4.1K

Event2026-03-31

Filed2026-04-20

FJAN

FIRST TR EXCHNG TRADED FD VI

40.93%

Shares11.1K

Event2026-03-31

Filed2026-04-20

CTVA

CORTEVA INC

3.73%

Shares6.7K

Event2026-03-31

Filed2026-04-20

SPMD

SPDR SERIES TRUST

-40.26%

Shares9.4K

Event2026-03-31

Filed2026-04-20

TSCO

TRACTOR SUPPLY CO

-25.72%

Shares12.2K

Event2026-03-31

Filed2026-04-20

DTE

DTE ENERGY CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

-7.71%

Shares2.2K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

-7.11%

Shares5.1K

Event2026-03-31

Filed2026-04-20

BUFD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares18.7K

Event2026-03-31

Filed2026-04-20

JUNM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-20

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-20

XLI

SELECT SECTOR SPDR TR

21.63%

Shares3.1K

Event2026-03-31

Filed2026-04-20

EXR

EXTRA SPACE STORAGE INC

0.18%

Shares3.8K

Event2026-03-31

Filed2026-04-20

AT&T INC

-12.27%

Shares17.1K

Event2026-03-31

Filed2026-04-20

SPYG

SPDR SERIES TRUST

5.03%

Shares5.1K

Event2026-03-31

Filed2026-04-20

ISHARES TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-20

XJH

ISHARES TR

-46.90%

Shares10.3K

Event2026-03-31

Filed2026-04-20

KLAC

KLA CORP

0.32%

Shares312

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW

-30.04%

Shares3.5K

Event2026-03-31

Filed2026-04-20

GJAN

FIRST TR EXCHNG TRADED FD VI

28.20%

Shares10.6K

Event2026-03-31

Filed2026-04-20

SOUTHERN CO

-0.35%

Shares4.6K

Event2026-03-31

Filed2026-04-20

DDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-20

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-20

GILD

GILEAD SCIENCES INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-20

IWY

ISHARES TR

-1.60%

Shares1.7K

Event2026-03-31

Filed2026-04-20

SOXX

ISHARES TR

0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-20

DKS

DICKS SPORTING GOODS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-20

ANGL

VANECK ETF TRUST

-6.62%

Shares13.6K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

-36.20%

Shares4.9K

Event2026-03-31

Filed2026-04-20

IWS

ISHARES TR

-1.99%

Shares2.6K

Event2026-03-31

Filed2026-04-20

DFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-20

TFC

TRUIST FINL CORP

0.23%

Shares8.3K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

0.10%

Shares4.0K

Event2026-03-31

Filed2026-04-20

HEFA

ISHARES TR

-0.24%

Shares8.7K

Event2026-03-31

Filed2026-04-20

NISOURCE INC

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-20

VGIT

VANGUARD SCOTTSDALE FDS

0.49%

Shares6.1K

Event2026-03-31

Filed2026-04-20

VRT

VERTIV HOLDINGS CO

0.28%

Shares1.4K

Event2026-03-31

Filed2026-04-20

SUB

ISHARES TR

-9.00%

Shares3.4K

Event2026-03-31

Filed2026-04-20

NSC

NORFOLK SOUTHN CORP

8.21%

Shares1.2K

Event2026-03-31

Filed2026-04-20

IDA

IDACORP INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-20

SHW

SHERWIN WILLIAMS CO

-6.65%

Shares1.1K

Event2026-03-31

Filed2026-04-20

SPTM

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-20

GJUL

FIRST TR EXCHNG TRADED FD VI

4.34%

Shares8.1K

Event2026-03-31

Filed2026-04-20

VFH

VANGUARD WORLD FD

0.11%

Shares2.7K

Event2026-03-31

Filed2026-04-20

SDY

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-20

IOO

ISHARES TR

-2.28%

Shares2.7K

Event2026-03-31

Filed2026-04-20

TRV

TRAVELERS COMPANIES INC

-22.18%

Shares1.1K

Event2026-03-31

Filed2026-04-20

TRANE TECHNOLOGIES PLC

36.36%

Shares750

Event2026-03-31

Filed2026-04-20

AIVL

WISDOMTREE TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-20

GUNR

FLEXSHARES TR

-1.56%

Shares5.5K

Event2026-03-31

Filed2026-04-20

ESML

ISHARES TR

-26.17%

Shares6.4K

Event2026-03-31

Filed2026-04-20

INVESCO EXCH TRADED FD TR II

-5.02%

Shares4.3K

Event2026-03-31

Filed2026-04-20

SGOV

ISHARES TR

0.56%

Shares2.9K

Event2026-03-31

Filed2026-04-20

LNT

ALLIANT ENERGY CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-20

IXN

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-20

SPHQ

INVESCO EXCHANGE TRADED FD T

-3.11%

Shares3.7K

Event2026-03-31

Filed2026-04-20

DVY

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-20

BINC

BLACKROCK ETF TRUST II

-76.94%

Shares5.2K

Event2026-03-31

Filed2026-04-20

DAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-20

VONV

VANGUARD SCOTTSDALE FDS

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-42.72%

Shares751

Event2026-03-31

Filed2026-04-20

NOBL

PROSHARES TR

-31.82%

Shares2.5K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

GPN

GLOBAL PMTS INC

0.39%

Shares3.8K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

-25.00%

Shares1.5K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

-1.04%

Shares1.7K

Event2026-03-31

Filed2026-04-20

DTM

DT MIDSTREAM INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

-38.28%

Shares258

Event2026-03-31

Filed2026-04-20

HSY

HERSHEY CO

New

Shares1.2K

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR

-12.48%

Shares7.5K

Event2026-03-31

Filed2026-04-20

COLGATE PALMOLIVE CO

-38.50%

Shares2.9K

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORP DEL

-56.24%

Shares1.3K

Event2026-03-31

Filed2026-04-20

BUFQ

FIRST TR EXCHNG TRADED FD VI

1.72%

Shares6.8K

Event2026-03-31

Filed2026-04-20

AOM

ISHARES TR

-4.04%

Shares5.0K

Event2026-03-31

Filed2026-04-20

IDHQ

INVESCO EXCH TRADED FD TR II

-42.18%

Shares6.7K

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS

1.12%

Shares3.0K

Event2026-03-31

Filed2026-04-20

UNH

UNITEDHEALTH GROUP INC

-25.96%

Shares867

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.00%

Shares782

Event2026-03-31

Filed2026-04-20

INTC

INTEL CORP

New

Shares5.3K

Event2026-03-31

Filed2026-04-20

BLACKSTONE INC

-57.90%

Shares2.0K

Event2026-03-31

Filed2026-04-20

EZM

WISDOMTREE TR

-5.70%

Shares3.4K

Event2026-03-31

Filed2026-04-20

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-20

VTC

VANGUARD SCOTTSDALE FDS

3.03%

Shares2.9K

Event2026-03-31

Filed2026-04-20

BNL

BROADSTONE NET LEASE INC

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-20

FCF

FIRST COMWLTH FINL CORP PA

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-20

TGT

TARGET CORP

New

Shares1.8K

Event2026-03-31

Filed2026-04-20

IPKW

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

-19.70%

Shares1.5K

Event2026-03-31

Filed2026-04-20

SPMO

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-20

PDBC

INVESCO ACTVELY MNGD ETC FD

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-20

SUSA

ISHARES TR

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-20

NERVGEN PHARMA CORP

New

Shares30.9K

Event2026-03-31

Filed2026-04-20

SNOA

SONOMA PHARMACEUTICALS INC

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-20

INSPIREMD INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutAPPLE INC7.3K shares204.17%2026-03-312026-04-20

NVDA Put PutNVIDIA CORPORATION1.9K sharesnew addition2026-03-312026-04-20

COST Put PutCOSTCO WHOLESALE CORPORATION300 sharesnew addition2026-03-312026-04-20

VO Put PutVANGUARD INDEX FDS900 sharesnew addition2026-03-312026-04-20

GPN Put PutGLOBAL PMTS INC3.4K sharesnew addition2026-03-312026-04-20

AAPL Put

APPLE INC

204.17%

Shares7.3K

Event2026-03-31

Filed2026-04-20

NVDA Put

NVIDIA CORPORATION

New

Shares1.9K

Event2026-03-31

Filed2026-04-20

COST Put

COSTCO WHOLESALE CORPORATION

New

Shares300

Event2026-03-31

Filed2026-04-20

VO Put

VANGUARD INDEX FDS

New

Shares900

Event2026-03-31

Filed2026-04-20

GPN Put

GLOBAL PMTS INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-20