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The Analysis of Measured Wealth Private Client Group, LLC's Holdings & P&L

Currently, Measured Wealth Private Client Group, LLC holds 726 types of securities in its portfolio with a total value $366.1M. In the most recent quarter, they have increased their positions in XLE (+29.1K shares, valued at $1.8M), BMY (+18.8K shares, valued at $1.1M), HST (+56.9K shares, valued at $1.1M); decreased their positions in GLD (-4.7K shares, valued at $2.0M), MTG (-46.6K shares, valued at $1.2M), VYM (-7.3K shares, valued at $1.1M); initiated new positions in HST (+56.9K shares, valued at $1.1M), CRUS (+3.7K shares, valued at $529.6K), ARW (+3.5K shares, valued at $504.9K).

1M P&L

+9.6M+2.85%

3M P&L

+9.8M+2.91%

HY P&L

+30.3M+9.61%

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/A229.8M

68.0%

2Integrated Freight & Logistics16.7M

5.0%

3Semiconductors7.3M

2.2%

Top Industries by Stock Count

1N/A162 stocks

24.4%

2Software - Application31 stocks

4.7%

3Banks - Regional23 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLD SPDR GOLD TR60.4K shares-7.23%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS161.4K shares-4.35%2026-03-312026-05-13

SPYV SPDR SERIES TRUST414.2K shares-3.45%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR122.5K shares-3.95%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC169.0K shares0.00%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T85.5K shares-0.75%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR117.7K shares-1.50%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR140.9K shares-1.72%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T18.4K shares-7.91%2026-03-312026-05-13

SMH VANECK ETF TRUST26.9K shares2.10%2026-03-312026-05-13

TLT ISHARES TR76.8K shares-4.66%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR134.1K shares-5.43%2026-03-312026-05-13

XLP SELECT SECTOR SPDR TR72.1K shares4.54%2026-03-312026-05-13

NVDA NVIDIA CORPORATION33.1K shares0.13%2026-03-312026-05-13

AAPL APPLE INC20.8K shares-3.45%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR98.8K shares-9.54%2026-03-312026-05-13

Sponsored

SPYG SPDR SERIES TRUST49.7K shares-10.54%2026-03-312026-05-13

IVV ISHARES TR6.7K shares-5.20%2026-03-312026-05-13

DGRO ISHARES TR58.0K shares0.00%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR33.5K shares-1.20%2026-03-312026-05-13

EEM ISHARES TR60.0K shares36.46%2026-03-312026-05-13

XLB SELECT SECTOR SPDR TR67.4K shares17.30%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR20.6K shares-4.44%2026-03-312026-05-13

BROADCOM INC BROADCOM INC9.4K shares-13.91%2026-03-312026-05-13

Sponsored

AGG ISHARES TR28.2K shares-2.89%2026-03-312026-05-13

IYR ISHARES TR27.2K shares-2.62%2026-03-312026-05-13

MSFT MICROSOFT CORP5.7K shares-2.96%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR30.9K shares1596.82%2026-03-312026-05-13

SPMD SPDR SERIES TRUST31.5K shares-14.84%2026-03-312026-05-13

OEF ISHARES TR5.7K shares-13.30%2026-03-312026-05-13

EYLD CAMBRIA ETF TR42.0K shares-0.05%2026-03-312026-05-13

MCHI ISHARES TR29.8K shares-34.34%2026-03-312026-05-13

Sponsored

CITIGROUP INC CITIGROUP INC14.8K shares-1.78%2026-03-312026-05-13

VV VANGUARD INDEX FDS5.6K shares0.00%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO25.1K shares302.29%2026-03-312026-05-13

VTI VANGUARD INDEX FDS4.4K shares-0.34%2026-03-312026-05-13

EXC EXELON CORP28.4K shares1.71%2026-03-312026-05-13

ES EVERSOURCE ENERGY19.8K shares28.69%2026-03-312026-05-13

MO ALTRIA GROUP INC20.1K shares-0.74%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST26.9K shares-0.24%2026-03-312026-05-13

Sponsored

NFG NATIONAL FUEL GAS CO13.5K shares4.44%2026-03-312026-05-13

DFAT DIMENSIONAL ETF TRUST20.3K shares-1.06%2026-03-312026-05-13

NBN NORTHEAST BK PORTLAND ME11.1K shares0.00%2026-03-312026-05-13

OHI OMEGA HEALTHCARE INVS INC27.2K shares106.29%2026-03-312026-05-13

R RYDER SYS INC5.8K shares-9.86%2026-03-312026-05-13

AIT APPLIED INDL TECHNOLOGIES IN4.4K shares-6.15%2026-03-312026-05-13

ACWX ISHARES TR16.3K shares0.62%2026-03-312026-05-13

HST HOST HOTELS & RESORTS INC56.9K sharesnew addition2026-03-312026-05-13

Sponsored

ACT ENACT HLDGS INC26.1K shares-7.88%2026-03-312026-05-13

EME EMCOR GROUP INC1.4K shares-17.44%2026-03-312026-05-13

NRG NRG ENERGY INC6.9K shares-4.02%2026-03-312026-05-13

BARRICK MNG CORP BARRICK MNG CORP24.6K shares-0.63%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO3.3K shares-48.00%2026-03-312026-05-13

AMAT APPLIED MATLS INC2.8K shares455.01%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST13.5K shares-0.68%2026-03-312026-05-13

CM CANADIAN IMPERIAL BANK OF CO10.0K shares-3.60%2026-03-312026-05-13

Sponsored

IAG IAMGOLD CORP49.2K shares-25.00%2026-03-312026-05-13

KR KROGER CO12.8K shares-5.64%2026-03-312026-05-13

CAH CARDINAL HEALTH INC4.3K shares182.16%2026-03-312026-05-13

XOM EXXON MOBIL CORP5.3K shares-7.73%2026-03-312026-05-13

UGI UGI CORP NEW24.3K shares-0.31%2026-03-312026-05-13

HWC HANCOCK WHITNEY CORPORATION13.8K shares-2.08%2026-03-312026-05-13

EWBC EAST WEST BANCORP INC8.1K shares43.19%2026-03-312026-05-13

SLV ISHARES SILVER TR12.5K shares-1.80%2026-03-312026-05-13

Sponsored

SHY ISHARES TR10.3K shares5373.40%2026-03-312026-05-13

AA ALCOA CORP12.7K shares30.95%2026-03-312026-05-13

BPOP POPULAR INC6.2K shares-2.73%2026-03-312026-05-13

MLI MUELLER INDS INC7.4K shares-12.06%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON3.3K shares-0.66%2026-03-312026-05-13

FLEX FLEXTRONICS INTL LTD12.2K shares-12.10%2026-03-312026-05-13

HIG HARTFORD INSURANCE GROUP INC5.8K shares18.05%2026-03-312026-05-13

FBP FIRST BANCORP CORPORATION36.0K shares1.86%2026-03-312026-05-13

Sponsored

AZZ AZZ INC6.1K shares-0.10%2026-03-312026-05-13

MCY MERCURY GENL CORP NEW8.5K shares29.69%2026-03-312026-05-13

FHI FEDERATED HERMES INC13.1K shares0.75%2026-03-312026-05-13

GTX GARRETT MOTION INC40.4K shares15.48%2026-03-312026-05-13

IBKR INTERACTIVE BROKERS GROUP IN10.9K shares-8.02%2026-03-312026-05-13

PHIN PHINIA INC10.6K shares55494.74%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-13

BFH BREAD FINANCIAL HOLDINGS INC9.4K shares68.79%2026-03-312026-05-13

Sponsored

JAZZ JAZZ PHARMACEUTICALS PLC3.7K shares-6.14%2026-03-312026-05-13

AER AERCAP HOLDINGS NV5.1K shares-4.29%2026-03-312026-05-13

APH AMPHENOL CORP5.5K shares-8.34%2026-03-312026-05-13

JBL JABIL INC2.6K shares-5.61%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC2.3K shares-6.61%2026-03-312026-05-13

KAR OPENLANE INC22.4K shares67.90%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST8.9K shares-5.25%2026-03-312026-05-13

TTMI TTM TECHNOLOGIES INC6.5K shares-28.92%2026-03-312026-05-13

Sponsored

KBWB INVESCO EXCH TRADED FD TR II7.7K shares68.02%2026-03-312026-05-13

MGK VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-05-13

BTSG BRIGHTSPRING HEALTH SVCS INC14.1K shares-15.67%2026-03-312026-05-13

SBS COMPANHIA DE SANEAMENTO BASI19.3K shares7.82%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC6.4K shares0.00%2026-03-312026-05-13

BAP CREDICORP LTD1.6K shares-4.38%2026-03-312026-05-13

CRUS CIRRUS LOGIC INC3.7K sharesnew addition2026-03-312026-05-13

ADI ANALOG DEVICES INC1.7K shares-1.43%2026-03-312026-05-13

Sponsored

GRUPO CIBEST SA GRUPO CIBEST SA7.2K shares-7.68%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO2.1K shares-1.85%2026-03-312026-05-13

INCY INCYTE CORP5.5K shares43.64%2026-03-312026-05-13

HG HAMILTON INSURANCE GROUP LTD17.2K shares71.72%2026-03-312026-05-13

DOV DOVER CORP2.4K shares0.00%2026-03-312026-05-13

ARW ARROW ELECTRS INC3.5K sharesnew addition2026-03-312026-05-13

PTCT PTC THERAPEUTICS INC7.4K shares49.00%2026-03-312026-05-13

ELAN ELANCO ANIMAL HEALTH INC20.8K shares19.49%2026-03-312026-05-13

Sponsored

SIRIUSPOINT LTD SIRIUSPOINT LTD23.1K shares81.48%2026-03-312026-05-13

FIVE FIVE BELOW INC2.1K shares24.09%2026-03-312026-05-13

ENVA ENOVA INTL INC3.5K sharesnew addition2026-03-312026-05-13

DHT DHT HOLDINGS INC26.0K sharesnew addition2026-03-312026-05-13

KRYS KRYSTAL BIOTECH INC1.8K sharesnew addition2026-03-312026-05-13

LINDE PLC LINDE PLC951 shares1.82%2026-03-312026-05-13

RTX RTX CORPORATION2.4K shares0.83%2026-03-312026-05-13

ABBV ABBVIE INC2.1K shares-2.28%2026-03-312026-05-13

Sponsored

MCK MCKESSON CORP530 shares-7.50%2026-03-312026-05-13

AMZN AMAZON COM INC2.2K shares0.00%2026-03-312026-05-13

IRM IRON MTN INC DEL4.4K shares-33.09%2026-03-312026-05-13

PFF ISHARES TR14.5K shares3.76%2026-03-312026-05-13

CSCO CISCO SYS INC5.6K shares6.35%2026-03-312026-05-13

LOW LOWES COS INC1.8K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS711 shares16.75%2026-03-312026-05-13

AXON AXON ENTERPRISE INC1.0K shares0.00%2026-03-312026-05-13

Sponsored

APP APPLOVIN CORP1.0K shares-35.24%2026-03-312026-05-13

DJP BARCLAYS BANK PLC8.3K shares-3.81%2026-03-312026-05-13

VO VANGUARD INDEX FDS1.4K shares-16.26%2026-03-312026-05-13

NEE NEXTERA ENERGY INC4.2K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC2.5K shares-1.06%2026-03-312026-05-13

MS MORGAN STANLEY2.2K shares-4.33%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC1.3K shares0.00%2026-03-312026-05-13

MDYV SPDR SERIES TRUST4.1K shares-2.18%2026-03-312026-05-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL702 shares-2.09%2026-03-312026-05-13

TIMB TIM S A12.5K sharesnew addition2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC959 shares0.00%2026-03-312026-05-13

PKW INVESCO EXCHANGE TRADED FD T2.5K shares0.00%2026-03-312026-05-13

MTG MGIC INVT CORP WIS12.4K shares-78.96%2026-03-312026-05-13

EBR CENTRAIS ELET BRAS SA28.6K sharesnew addition2026-03-312026-05-13

JXN JACKSON FINANCIAL INC3.0K shares28.44%2026-03-312026-05-13

AMGN AMGEN INC905 shares0.00%2026-03-312026-05-13

Sponsored

AMBP ARDAGH METAL PACKAGING S A78.0K shares18.40%2026-03-312026-05-13

AFL AFLAC INC2.9K shares0.00%2026-03-312026-05-13

VIRGIN GALACTIC HOLDINGS INC VIRGIN GALACTIC HOLDINGS INC125.5K shares-5.18%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP504 shares194.74%2026-03-312026-05-13

GM GENERAL MTRS CO4.1K shares133.95%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC2.5K shares0.00%2026-03-312026-05-13

PSX PHILLIPS 661.6K shares0.00%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-03-312026-05-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.4K shares-0.35%2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.1K shares0.00%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC294 shares0.00%2026-03-312026-05-13

CBOE CBOE GLOBAL MKTS INC996 shares441.30%2026-03-312026-05-13

IEFA ISHARES TR3.1K shares0.00%2026-03-312026-05-13

TYL TYLER TECHNOLOGIES INC810 shares-23.87%2026-03-312026-05-13

EIX EDISON INTL3.8K sharesnew addition2026-03-312026-05-13

MDYG SPDR SERIES TRUST2.8K shares-3.33%2026-03-312026-05-13

Sponsored

ADM ARCHER DANIELS MIDLAND CO3.6K shares-3.59%2026-03-312026-05-13

NEM NEWMONT CORP2.4K shares-6.97%2026-03-312026-05-13

MFC MANULIFE FINL CORP7.6K shares-50.93%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP895 shares0.00%2026-03-312026-05-13

STT STATE STR CORP2.0K shares563.61%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP745 shares0.00%2026-03-312026-05-13

CAC CAMDEN NATL CORP5.3K shares0.06%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC961 shares2.67%2026-03-312026-05-13

Sponsored

APD AIR PRODUCTS AND CHEMICALS I852 shares2.40%2026-03-312026-05-13

BMO BANK MONTREAL MEDIUM1.8K shares-1.15%2026-03-312026-05-13

T AT&T INC8.3K shares-23.72%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares3.88%2026-03-312026-05-13

NTRS NORTHERN TR CORP1.7K shares-0.23%2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC549 shares-11.74%2026-03-312026-05-13

PG PROCTER & GAMBLE CO1.6K shares8.31%2026-03-312026-05-13

PRIM PRIMORIS SVCS CORP1.7K shares-0.42%2026-03-312026-05-13

Sponsored

FCX FREEPORT MCMORAN INC4.0K shares0.00%2026-03-312026-05-13

RUSHA RUSH ENTERPRISES INC3.6K shares857.75%2026-03-312026-05-13

FIX COMFORT SYS USA INC170 shares-29.46%2026-03-312026-05-13

EBAY EBAY INC.2.6K shares-24.18%2026-03-312026-05-13

UBSI UNITED BANKSHARES INC WEST V5.6K sharesnew addition2026-03-312026-05-13

ABT ABBOTT LABORATORIES2.2K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP739 shares1.93%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC785 shares0.00%2026-03-312026-05-13

ITOT ISHARES TR1.5K shares0.00%2026-03-312026-05-13

CELESTICA INC CELESTICA INC758 shares-32.26%2026-03-312026-05-13

CMI CUMMINS INC395 shares0.00%2026-03-312026-05-13

TEX TEREX CORP NEW3.6K sharesnew addition2026-03-312026-05-13

SLYV SPDR SERIES TRUST2.2K shares-3.39%2026-03-312026-05-13

HD HOME DEPOT INC629 shares0.00%2026-03-312026-05-13

SYF SYNCHRONY FINANCIAL3.0K shares-77.87%2026-03-312026-05-13

Sponsored

V VISA INC665 shares0.00%2026-03-312026-05-13

NUE NUCOR CORP1.2K shares0.00%2026-03-312026-05-13

TRGP TARGA RES CORP785 shares0.51%2026-03-312026-05-13

SO SOUTHERN CO2.0K shares0.00%2026-03-312026-05-13

WFC WELLS FARGO & CO2.3K shares0.00%2026-03-312026-05-13

MUB ISHARES TR1.7K shares0.00%2026-03-312026-05-13

VTV VANGUARD INDEX FDS923 shares0.00%2026-03-312026-05-13

SNA SNAP ON INC498 shares0.00%2026-03-312026-05-13

Sponsored

KO COCA COLA CO2.4K shares-3.10%2026-03-312026-05-13

IVE ISHARES TR850 shares20.06%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC3.6K shares-64.52%2026-03-312026-05-13

AXS AXIS CAP HLDGS LTD1.8K shares-64.33%2026-03-312026-05-13

WM WASTE MGMT INC DEL773 shares0.39%2026-03-312026-05-13

DVY ISHARES TR1.2K shares0.00%2026-03-312026-05-13

LNC LINCOLN NATL CORP IND5.0K shares-76.06%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP1.5K shares-4.14%2026-03-312026-05-13

Sponsored

MPC MARATHON PETE CORP711 shares-32.61%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC507 shares-38.32%2026-03-312026-05-13

SUB ISHARES TR1.6K shares0.00%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.4K shares0.00%2026-03-312026-05-13

IWF ISHARES TR383 shares0.00%2026-03-312026-05-13

GWW WW GRAINGER INC148 shares0.00%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION158 shares0.00%2026-03-312026-05-13

SLYG SPDR SERIES TRUST1.6K shares-2.18%2026-03-312026-05-13

Sponsored

PAYX PAYCHEX INC1.7K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC537 shares-3.94%2026-03-312026-05-13

TXN TEXAS INSTRS INC775 shares0.00%2026-03-312026-05-13

DINO HF SINCLAIR CORP2.4K shares-51.91%2026-03-312026-05-13

YUM YUM BRANDS INC938 shares0.00%2026-03-312026-05-13

TSLA TESLA INC391 shares-1.76%2026-03-312026-05-13

CVS CVS HEALTH CORP1.9K shares-85.63%2026-03-312026-05-13

FPE FIRST TR EXCH TRADED FD III7.5K shares-20.54%2026-03-312026-05-13

Sponsored

SPMB SPDR SERIES TRUST5.9K shares-2.17%2026-03-312026-05-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.8K shares0.00%2026-03-312026-05-13

CVX CHEVRON CORPORATION627 shares0.00%2026-03-312026-05-13

ORI OLD REP INTL CORP3.2K shares-86.51%2026-03-312026-05-13

CB CHUBB LTD SWITZ383 shares5.51%2026-03-312026-05-13

META META PLATFORMS INC211 shares-14.23%2026-03-312026-05-13

ARCC ARES CAPITAL CORP6.7K shares-32.25%2026-03-312026-05-13

EEMV ISHARES INC1.9K shares-4.39%2026-03-312026-05-13

Sponsored

AJG GALLAGHER ARTHUR J & CO549 shares-11.88%2026-03-312026-05-13

EFA ISHARES TR1.2K shares0.00%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW865 shares0.00%2026-03-312026-05-13

IDV ISHARES TR2.6K shares0.00%2026-03-312026-05-13

HRB BLOCK H & R INC3.3K shares-59.81%2026-03-312026-05-13

LLY ELI LILLY & CO114 shares-4.20%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS2.1K shares0.00%2026-03-312026-05-13

SPYM SPDR SERIES TRUST1.3K shares105.08%2026-03-312026-05-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS415 shares-31.18%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST1.9K shares-8.51%2026-03-312026-05-13

ORCL ORACLE CORP669 shares56.31%2026-03-312026-05-13

EFV ISHARES TR1.3K shares95.11%2026-03-312026-05-13

CAT CATERPILLAR INC133 shares-69.70%2026-03-312026-05-13

DBD DIEBOLD NIXDORF INC1.2K sharesnew addition2026-03-312026-05-13

HON HONEYWELL INTL INC408 shares0.00%2026-03-312026-05-13

ALL ALLSTATE CORP443 shares0.00%2026-03-312026-05-13

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BDX BECTON DICKINSON & CO564 shares0.00%2026-03-312026-05-13

FXE INVESCO CURRENCYSHARES EURO831 shares0.00%2026-03-312026-05-13

AGZ ISHARES TR802 shares-36.04%2026-03-312026-05-13

ASML ASML HLDG NV66 shares0.00%2026-03-312026-05-13

RBC RBC BEARINGS INC156 shares7.59%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC1.5K shares0.00%2026-03-312026-05-13

FLEU FRANKLIN TEMPLETON ETF TR2.5K shares0.00%2026-03-312026-05-13

JHG JANUS HENDERSON GROUP PLC1.5K shares-53.43%2026-03-312026-05-13

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UNP UNION PAC CORP325 shares0.00%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC171 shares9.62%2026-03-312026-05-13

IMO IMPERIAL OIL LTD600 shares0.00%2026-03-312026-05-13

OGE OGE ENERGY CORP1.6K shares0.00%2026-03-312026-05-13

PHM PULTE GROUP INC653 shares0.00%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC356 shares0.00%2026-03-312026-05-13

WMT WALMART INC594 shares0.00%2026-03-312026-05-13

IJR ISHARES TR593 shares0.00%2026-03-312026-05-13

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BBT BEACON FINANCIAL CORP.2.3K shares-31.10%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC604 shares-62.32%2026-03-312026-05-13

EMR EMERSON ELEC CO528 shares0.38%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC406 shares-91.64%2026-03-312026-05-13

IJS ISHARES TR562 shares-8.77%2026-03-312026-05-13

SANM SANMINA CORP513 shares-87.88%2026-03-312026-05-13

FANG DIAMONDBACK ENERGY INC335 shares0.00%2026-03-312026-05-13

WRB BERKLEY W R CORP990 shares0.00%2026-03-312026-05-13

Sponsored

ED CONSOLIDATED EDISON INC575 shares0.00%2026-03-312026-05-13

GMED GLOBUS MED INC749 shares-15.18%2026-03-312026-05-13

PFE PFIZER INC2.3K shares0.00%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF1.7K shares-3.93%2026-03-312026-05-13

CII BLACKROCK ENHANCED LARGE CAP3.0K shares4.97%2026-03-312026-05-13

NPO ENPRO INC251 shares1.21%2026-03-312026-05-13

CASY CASEYS GEN STORES INC86 shares-17.31%2026-03-312026-05-13

APAM ARTISAN PARTNERS ASSET MGMT1.7K shares-2.38%2026-03-312026-05-13

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ENSG ENSIGN GROUP INC307 shares0.00%2026-03-312026-05-13

FLS FLOWSERVE CORP834 shares-5.23%2026-03-312026-05-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC550 shares0.00%2026-03-312026-05-13

AMT AMERICAN TOWER CORP355 shares6.29%2026-03-312026-05-13

MTUM ISHARES TR254 shares0.00%2026-03-312026-05-13

NUBD NUSHARES ETF TR2.7K shares0.00%2026-03-312026-05-13

FDS FACTSET RESH SYS INC276 shares0.00%2026-03-312026-05-13

MA MASTERCARD INCORPORATED118 shares0.00%2026-03-312026-05-13

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BR BROADRIDGE FINL SOLUTIONS IN354 shares9.26%2026-03-312026-05-13

IP INTERNATIONAL PAPER CO1.6K shares-16.09%2026-03-312026-05-13

BAC BANK AMERICA CORP1.2K shares0.00%2026-03-312026-05-13

ATKR ATKORE INC955 shares-24.68%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP61 shares0.00%2026-03-312026-05-13

COKE COCA COLA CONS INC281 shares-51.88%2026-03-312026-05-13

CNA CNA FINL CORP1.1K shares-87.02%2026-03-312026-05-13

XYLD GLOBAL X FDS1.3K shares0.00%2026-03-312026-05-13

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TD TORONTO DOMINION BK ONT547 shares-58.40%2026-03-312026-05-13

CTAS CINTAS CORP300 shares0.00%2026-03-312026-05-13

RELX RELX PLC1.5K shares0.00%2026-03-312026-05-13

MOG.A MOOG INC173 shares0.00%2026-03-312026-05-13

VONG VANGUARD SCOTTSDALE FDS460 shares187.50%2026-03-312026-05-13

PLUG PLUG PWR INC22.2K shares-39.40%2026-03-312026-05-13

NVMI NOVA LTD114 shares0.00%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP511 shares-18.76%2026-03-312026-05-13

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PM PHILIP MORRIS INTL INC297 shares57.14%2026-03-312026-05-13

EVMO MORGAN STANLEY ETF TRUST971 shares-4.15%2026-03-312026-05-13

IJH ISHARES TR719 shares0.00%2026-03-312026-05-13

ABCB AMERIS BANCORP618 shares0.00%2026-03-312026-05-13

ETHA ISHARES ETHEREUM TR3.0K shares0.00%2026-03-312026-05-13

STLD STEEL DYNAMICS INC265 shares-5.36%2026-03-312026-05-13

SOUTHSTATE BK CORP SOUTHSTATE BK CORP513 shares0.00%2026-03-312026-05-13

MTDR MATADOR RES CO748 shares-3.98%2026-03-312026-05-13

Sponsored

CHRW C H ROBINSON WORLDWIDE IN283 shares0.00%2026-03-312026-05-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC200 shares0.00%2026-03-312026-05-13

USMV ISHARES TR501 shares0.00%2026-03-312026-05-13

VB VANGUARD INDEX FDS176 shares0.00%2026-03-312026-05-13

ITT INC ITT INC238 shares0.00%2026-03-312026-05-13

ESI ELEMENT SOLUTIONS INC1.3K shares-26.42%2026-03-312026-05-13

QUAL ISHARES TR234 sharesnew addition2026-03-312026-05-13

PAC GRUPO AEROPORTUNARIO DEL PAC180 shares0.00%2026-03-312026-05-13

Sponsored

CROWN CASTLE INC CROWN CASTLE INC523 shares10.34%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP159 shares-18.88%2026-03-312026-05-13

MTSI MACOM TECH SOLUTIONS HLDGS I189 shares6.78%2026-03-312026-05-13

MTB M & T BK CORP203 shares-79.03%2026-03-312026-05-13

VMI VALMONT INDS INC105 shares-22.79%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO490 shares0.00%2026-03-312026-05-13

MTRN MATERION CORP288 shares0.00%2026-03-312026-05-13

XEL XCEL ENERGY INC519 shares0.00%2026-03-312026-05-13

Sponsored

DAL DELTA AIR LINES INC620 shares0.00%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR71 shares0.00%2026-03-312026-05-13

CFR CULLEN FROST BANKERS INC299 sharesnew addition2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR1.7K shares-20.46%2026-03-312026-05-13

NDSN NORDSON CORP152 shares-8.43%2026-03-312026-05-13

CTVA CORTEVA INC483 shares0.00%2026-03-312026-05-13

LAMR LAMAR ADVERTISING CO319 shares0.00%2026-03-312026-05-13

RPM RPM INTL INC404 shares77.19%2026-03-312026-05-13

Sponsored

LSCC LATTICE SEMICONDUCTOR CORP431 shares-9.07%2026-03-312026-05-13

NVS NOVARTIS AG259 shares0.00%2026-03-312026-05-13

HSY HERSHEY CO188 shares0.00%2026-03-312026-05-13

DSGX DESCARTES SYS GROUP INC542 shares26.93%2026-03-312026-05-13

LFUS LITTELFUSE INC114 shares-16.18%2026-03-312026-05-13

AVY AVERY DENNISON CORP224 shares0.00%2026-03-312026-05-13

HBAN HUNTINGTON BANCSHARES INC2.5K shares0.00%2026-03-312026-05-13

SHEL SHELL PLC410 shares0.00%2026-03-312026-05-13

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GBCI GLACIER BANCORP INC NEW847 shares3.17%2026-03-312026-05-13

AEIS ADVANCED ENERGY INDS116 shares-50.21%2026-03-312026-05-13

HUBBELL INC HUBBELL INC76 shares0.00%2026-03-312026-05-13

IDA IDACORP INC260 shares0.00%2026-03-312026-05-13

ACWV ISHARES INC308 shares0.00%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST624 sharesnew addition2026-03-312026-05-13

SBUX STARBUCKS CORP402 shares0.00%2026-03-312026-05-13

GGME INVESCO EXCHANGE TRADED FD T705 shares-92.05%2026-03-312026-05-13

Sponsored

H HYATT HOTELS CORP249 shares0.00%2026-03-312026-05-13

GIL GILDAN ACTIVEWEAR INC642 shares-5.87%2026-03-312026-05-13

WTFC WINTRUST FINL CORP254 sharesnew addition2026-03-312026-05-13

CNH CNH INDL N V3.2K shares0.00%2026-03-312026-05-13

IWP ISHARES TR271 shares0.00%2026-03-312026-05-13

DB DEUTSCHE BK AG1.2K shares-90.41%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP545 shares244.94%2026-03-312026-05-13

NKE NIKE INC647 shares0.00%2026-03-312026-05-13

Sponsored

IVW ISHARES TR302 sharesnew addition2026-03-312026-05-13

FAST FASTENAL CO734 shares0.00%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC259 shares0.00%2026-03-312026-05-13

SNPS SYNOPSYS INC85 shares0.00%2026-03-312026-05-13

EXEL EXELIXIS INC784 shares-85.68%2026-03-312026-05-13

AON PLC AON PLC103 shares0.00%2026-03-312026-05-13

NATIONAL GRID PLC NATIONAL GRID PLC392 shares0.00%2026-03-312026-05-13

CHRD CHORD ENERGY CORPORATION232 shares7.41%2026-03-312026-05-13

Sponsored

BP BP PLC700 shares0.00%2026-03-312026-05-13

SLB SLB LIMITED640 shares0.00%2026-03-312026-05-13

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA1.1K shares0.00%2026-03-312026-05-13

CACI CACI INTL INC60 shares7.14%2026-03-312026-05-13

ATGE COVISTA INC283 shares-86.82%2026-03-312026-05-13

IEMG ISHARES INC465 shares1034.15%2026-03-312026-05-13

TXRH TEXAS ROADHOUSE INC196 shares0.00%2026-03-312026-05-13

CR CRANE COMPANY187 shares-17.62%2026-03-312026-05-13

Sponsored

DFAC DIMENSIONAL ETF TRUST805 shares0.00%2026-03-312026-05-13

CALM CAL MAINE FOODS INC391 shares-86.49%2026-03-312026-05-13

ALSN ALLISON TRANSMISSION HLDGS I263 shares-59.60%2026-03-312026-05-13

SYY SYSCO CORP429 shares2.39%2026-03-312026-05-13

CRM SALESFORCE INC163 shares0.00%2026-03-312026-05-13

HSBC HSBC HLDGS PLC369 shares0.00%2026-03-312026-05-13

PODD INSULET CORP145 shares-8.23%2026-03-312026-05-13

TECH BIO-TECHNE CORP579 shares0.00%2026-03-312026-05-13

Sponsored

AGYS AGILYSYS INC424 shares10.13%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP141 shares-35.02%2026-03-312026-05-13

MET METLIFE INC424 shares0.00%2026-03-312026-05-13

FR FIRST INDL RLTY TR INC509 shares0.00%2026-03-312026-05-13

SNY SANOFI SA610 shares0.00%2026-03-312026-05-13

LNT ALLIANT ENERGY CORP407 shares0.00%2026-03-312026-05-13

INGR INGREDION INC257 shares-84.40%2026-03-312026-05-13

EHC ENCOMPASS HEALTH CORP297 shares40.09%2026-03-312026-05-13

Sponsored

MKL MARKEL GROUP INC15 shares0.00%2026-03-312026-05-13

MAA MID-AMER APT CMNTYS INC235 shares0.00%2026-03-312026-05-13

GLTR ABRDN PRECIOUS METALS BASKET130 shares-12.16%2026-03-312026-05-13

VVV VALVOLINE INC843 sharesnew addition2026-03-312026-05-13

SXI STANDEX INTL CORP111 shares0.00%2026-03-312026-05-13

IWM ISHARES TR114 shares0.00%2026-03-312026-05-13

THG HANOVER INS GROUP INC163 shares-94.86%2026-03-312026-05-13

CDC VICTORY PORTFOLIOS II395 shares0.00%2026-03-312026-05-13

Sponsored

EXP EAGLE MATLS INC148 shares0.00%2026-03-312026-05-13

WSO WATSCO INC77 shares14.93%2026-03-312026-05-13

SLGN SILGAN HLDGS INC715 shares0.28%2026-03-312026-05-13

COHERENT CORP COHERENT CORP116 shares-17.73%2026-03-312026-05-13

USFD US FOODS HLDG CORP297 shares-11.34%2026-03-312026-05-13

STAG STAG INDUSTRIAL INC759 shares0.00%2026-03-312026-05-13

CSL CARLISLE COS INC82 shares-37.88%2026-03-312026-05-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC236 shares0.00%2026-03-312026-05-13

Sponsored

BCPC BALCHEM CORP160 shares-23.08%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F501 shares0.00%2026-03-312026-05-13

IQV IQVIA HLDGS INC158 shares0.00%2026-03-312026-05-13

AYI ACUITY INC96 shares-69.23%2026-03-312026-05-13

WSML ISHARES TR866 shares0.00%2026-03-312026-05-13

CPRI CAPRI HOLDINGS LIMITED1.5K shares299.74%2026-03-312026-05-13

VCYT VERACYTE INC823 shares10.03%2026-03-312026-05-13

EXPD EXPEDITORS INTL WASH INC185 shares0.00%2026-03-312026-05-13

Sponsored

VEEV VEEVA SYS INC150 shares0.00%2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC462 shares0.00%2026-03-312026-05-13

SNX TD SYNNEX CORPORATION156 shares0.00%2026-03-312026-05-13

ACIW ACI WORLDWIDE INC638 shares-30.27%2026-03-312026-05-13

VMC VULCAN MATLS CO96 shares0.00%2026-03-312026-05-13

ECL ECOLAB INC98 shares25.64%2026-03-312026-05-13

CRH PLC CRH PLC247 shares0.00%2026-03-312026-05-13

TOL TOLL BROTHERS INC190 shares0.00%2026-03-312026-05-13

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC566 shares0.00%2026-03-312026-05-13

QSR RESTAURANT BRANDS INTL INC350 shares0.00%2026-03-312026-05-13

SU SUNCOR ENERGY INC NEW390 shares0.00%2026-03-312026-05-13

SSD SIMPSON MFG INC150 shares6.38%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC357 shares38.37%2026-03-312026-05-13

HALO HALOZYME THERAPEUTICS INC394 shares7.95%2026-03-312026-05-13

MANH MANHATTAN ASSOCIATES INC191 shares-38.39%2026-03-312026-05-13

RGEN REPLIGEN CORP215 shares0.00%2026-03-312026-05-13

Sponsored

AXP AMERICAN EXPRESS CO83 shares0.00%2026-03-312026-05-13

MMM 3M CO172 shares0.00%2026-03-312026-05-13

MOD MODINE MFG CO115 shares-21.77%2026-03-312026-05-13

DKS DICKS SPORTING GOODS INC125 shares0.00%2026-03-312026-05-13

DIHP DIMENSIONAL ETF TRUST754 shares0.00%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR974 shares0.00%2026-03-312026-05-13

GFF GRIFFON CORP328 shares6.84%2026-03-312026-05-13

IMTM ISHARES TR496 shares0.00%2026-03-312026-05-13

Sponsored

CWST CASELLA WASTE SYS INC298 shares19.68%2026-03-312026-05-13

SONY SONY GROUP CORP1.1K shares0.00%2026-03-312026-05-13

PCOR PROCORE TECHNOLOGIES INC411 shares57.47%2026-03-312026-05-13

PPG PPG INDS INC218 shares0.00%2026-03-312026-05-13

FBIN FORTUNE BRANDS INNOVATIONS I593 shares0.68%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC117 sharesnew addition2026-03-312026-05-13

RSPH INVESCO EXCHANGE TRADED FD T762 shares0.00%2026-03-312026-05-13

CHDN CHURCHILL DOWNS INC256 shares0.00%2026-03-312026-05-13

Sponsored

ALC ALCON AG304 shares0.00%2026-03-312026-05-13

TJX TJX COS INC NEW143 shares-18.75%2026-03-312026-05-13

TPL TEXAS PACIFIC LAND CORPORATI48 shares0.00%2026-03-312026-05-13

CME CME GROUP INC77 shares0.00%2026-03-312026-05-13

FELE FRANKLIN ELEC INC245 sharesnew addition2026-03-312026-05-13

WAT WATERS CORP75 sharesnew addition2026-03-312026-05-13

EFAV ISHARES TR244 shares0.00%2026-03-312026-05-13

ACGL ARCH CAP GROUP LTD232 shares0.00%2026-03-312026-05-13

Sponsored

MKSI MKS INC.96 sharesnew addition2026-03-312026-05-13

SOLV SOLVENTUM CORP337 shares0.00%2026-03-312026-05-13

CCL CARNIVAL CORP850 shares0.00%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR248 shares-12.06%2026-03-312026-05-13

SPTM SPDR SERIES TRUST276 shares0.00%2026-03-312026-05-13

KDP KEURIG DR PEPPER INC824 shares-38.23%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST608 shares0.00%2026-03-312026-05-13

BLDR BUILDERS FIRSTSOURCE INC262 sharesnew addition2026-03-312026-05-13

Sponsored

OLED UNIVERSAL DISPLAY CORP235 shares-7.84%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR263 shares0.00%2026-03-312026-05-13

RIO RIO TINTO PLC227 shares0.00%2026-03-312026-05-13

ATR APTARGROUP INC168 shares-10.16%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC25 shares0.00%2026-03-312026-05-13

ONTO ONTO INNOVATION INC103 shares0.00%2026-03-312026-05-13

DORM DORMAN PRODS INC202 shares-91.78%2026-03-312026-05-13

SHOO MADDEN STEVEN LTD616 shares0.00%2026-03-312026-05-13

Sponsored

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC320 sharesnew addition2026-03-312026-05-13

CNP CENTERPOINT ENERGY INC480 shares0.00%2026-03-312026-05-13

UNM UNUM GROUP283 shares-86.30%2026-03-312026-05-13

GAP GAP INC850 shares-11.09%2026-03-312026-05-13

BMI BADGER METER INC134 sharesnew addition2026-03-312026-05-13

GVI ISHARES TR191 shares0.00%2026-03-312026-05-13

SF STIFEL FINL CORP274 shares-56.99%2026-03-312026-05-13

HLN HALEON PLC2.0K shares0.00%2026-03-312026-05-13

Sponsored

MSM MSC INDL DIRECT INC215 shares-7.33%2026-03-312026-05-13

DG DOLLAR GEN CORP167 shares156.92%2026-03-312026-05-13

CORPAY INC CORPAY INC68 shares0.00%2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES I275 shares0.00%2026-03-312026-05-13

REXR REXFORD INDL RLTY INC592 shares0.00%2026-03-312026-05-13

OTIS OTIS WORLDWIDE CORP251 shares0.00%2026-03-312026-05-13

IVZ INVESCO LTD785 shares0.00%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL568 shares0.00%2026-03-312026-05-13

Sponsored

THRM GENTHERM INC682 shares0.00%2026-03-312026-05-13

ALLE ALLEGION PLC130 shares0.00%2026-03-312026-05-13

TRMB TRIMBLE INC288 shares-53.99%2026-03-312026-05-13

ADSK AUTODESK INC78 shares0.00%2026-03-312026-05-13

IWR ISHARES TR192 shares0.00%2026-03-312026-05-13

WMS ADVANCED DRAIN SYS INC DEL136 sharesnew addition2026-03-312026-05-13

CXT CRANE NXT CO459 shares0.00%2026-03-312026-05-13

FULT FULTON FINL CORP PA916 shares0.00%2026-03-312026-05-13

Sponsored

COF CAPITAL ONE FINL CORP102 shares0.00%2026-03-312026-05-13

CHKP CHECK POINT SOFTWARE TECH LT130 shares0.00%2026-03-312026-05-13

WCN WASTE CONNECTIONS INC114 shares-10.24%2026-03-312026-05-13

DIS DISNEY WALT CO192 shares0.00%2026-03-312026-05-13

AHR AMERICAN HEALTHCARE REIT INC392 shares0.00%2026-03-312026-05-13

FBT FIRST TR EXCHANGE-TRADED FD92 shares-51.32%2026-03-312026-05-13

NBIX NEUROCRINE BIOSCIENCES INC140 shares0.00%2026-03-312026-05-13

VIRT VIRTU FINL INC419 shares-90.27%2026-03-312026-05-13

Sponsored

IYW ISHARES TR101 shares180.56%2026-03-312026-05-13

PPL PPL CORP480 shares0.00%2026-03-312026-05-13

MBB ISHARES TR190 shares0.00%2026-03-312026-05-13

XLG INVESCO EXCHANGE TRADED FD T329 sharesnew addition2026-03-312026-05-13

GLD

SPDR GOLD TR

-7.23%

Shares60.4K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

-4.35%

Shares161.4K

Event2026-03-31

Filed2026-05-13

SPYV

SPDR SERIES TRUST

-3.45%

Shares414.2K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

-3.95%

Shares122.5K

Event2026-03-31

Filed2026-05-13

UPS

UNITED PARCEL SVCS INC

0.00%

Shares169.0K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

-0.75%

Shares85.5K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

-1.50%

Shares117.7K

Event2026-03-31

Filed2026-05-13

XLC

SELECT SECTOR SPDR TR

-1.72%

Shares140.9K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-7.91%

Shares18.4K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

2.10%

Shares26.9K

Event2026-03-31

Filed2026-05-13

TLT

ISHARES TR

-4.66%

Shares76.8K

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

-5.43%

Shares134.1K

Event2026-03-31

Filed2026-05-13

XLP

SELECT SECTOR SPDR TR

4.54%

Shares72.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

0.13%

Shares33.1K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-3.45%

Shares20.8K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

-9.54%

Shares98.8K

Event2026-03-31

Filed2026-05-13

SPYG

SPDR SERIES TRUST

-10.54%

Shares49.7K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-5.20%

Shares6.7K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES TR

0.00%

Shares58.0K

Event2026-03-31

Filed2026-05-13

XLY

SELECT SECTOR SPDR TR

-1.20%

Shares33.5K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

36.46%

Shares60.0K

Event2026-03-31

Filed2026-05-13

XLB

SELECT SECTOR SPDR TR

17.30%

Shares67.4K

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

-4.44%

Shares20.6K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-13.91%

Shares9.4K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-2.89%

Shares28.2K

Event2026-03-31

Filed2026-05-13

IYR

ISHARES TR

-2.62%

Shares27.2K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-2.96%

Shares5.7K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

1596.82%

Shares30.9K

Event2026-03-31

Filed2026-05-13

SPMD

SPDR SERIES TRUST

-14.84%

Shares31.5K

Event2026-03-31

Filed2026-05-13

OEF

ISHARES TR

-13.30%

Shares5.7K

Event2026-03-31

Filed2026-05-13

EYLD

CAMBRIA ETF TR

-0.05%

Shares42.0K

Event2026-03-31

Filed2026-05-13

MCHI

ISHARES TR

-34.34%

Shares29.8K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

-1.78%

Shares14.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

302.29%

Shares25.1K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-0.34%

Shares4.4K

Event2026-03-31

Filed2026-05-13

EXC

EXELON CORP

1.71%

Shares28.4K

Event2026-03-31

Filed2026-05-13

EVERSOURCE ENERGY

28.69%

Shares19.8K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

-0.74%

Shares20.1K

Event2026-03-31

Filed2026-05-13

DFUV

DIMENSIONAL ETF TRUST

-0.24%

Shares26.9K

Event2026-03-31

Filed2026-05-13

NFG

NATIONAL FUEL GAS CO

4.44%

Shares13.5K

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL ETF TRUST

-1.06%

Shares20.3K

Event2026-03-31

Filed2026-05-13

NBN

NORTHEAST BK PORTLAND ME

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-13

OHI

OMEGA HEALTHCARE INVS INC

106.29%

Shares27.2K

Event2026-03-31

Filed2026-05-13

RYDER SYS INC

-9.86%

Shares5.8K

Event2026-03-31

Filed2026-05-13

AIT

APPLIED INDL TECHNOLOGIES IN

-6.15%

Shares4.4K

Event2026-03-31

Filed2026-05-13

ACWX

ISHARES TR

0.62%

Shares16.3K

Event2026-03-31

Filed2026-05-13

HST

HOST HOTELS & RESORTS INC

New

Shares56.9K

Event2026-03-31

Filed2026-05-13

ACT

ENACT HLDGS INC

-7.88%

Shares26.1K

Event2026-03-31

Filed2026-05-13

EME

EMCOR GROUP INC

-17.44%

Shares1.4K

Event2026-03-31

Filed2026-05-13

NRG

NRG ENERGY INC

-4.02%

Shares6.9K

Event2026-03-31

Filed2026-05-13

BARRICK MNG CORP

-0.63%

Shares24.6K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-48.00%

Shares3.3K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

455.01%

Shares2.8K

Event2026-03-31

Filed2026-05-13

DFUS

DIMENSIONAL ETF TRUST

-0.68%

Shares13.5K

Event2026-03-31

Filed2026-05-13

CANADIAN IMPERIAL BANK OF CO

-3.60%

Shares10.0K

Event2026-03-31

Filed2026-05-13

IAG

IAMGOLD CORP

-25.00%

Shares49.2K

Event2026-03-31

Filed2026-05-13

KROGER CO

-5.64%

Shares12.8K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC

182.16%

Shares4.3K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-7.73%

Shares5.3K

Event2026-03-31

Filed2026-05-13

UGI

UGI CORP NEW

-0.31%

Shares24.3K

Event2026-03-31

Filed2026-05-13

HWC

HANCOCK WHITNEY CORPORATION

-2.08%

Shares13.8K

Event2026-03-31

Filed2026-05-13

EWBC

EAST WEST BANCORP INC

43.19%

Shares8.1K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

-1.80%

Shares12.5K

Event2026-03-31

Filed2026-05-13

SHY

ISHARES TR

5373.40%

Shares10.3K

Event2026-03-31

Filed2026-05-13

ALCOA CORP

30.95%

Shares12.7K

Event2026-03-31

Filed2026-05-13

BPOP

POPULAR INC

-2.73%

Shares6.2K

Event2026-03-31

Filed2026-05-13

MLI

MUELLER INDS INC

-12.06%

Shares7.4K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-0.66%

Shares3.3K

Event2026-03-31

Filed2026-05-13

FLEX

FLEXTRONICS INTL LTD

-12.10%

Shares12.2K

Event2026-03-31

Filed2026-05-13

HIG

HARTFORD INSURANCE GROUP INC

18.05%

Shares5.8K

Event2026-03-31

Filed2026-05-13

FBP

FIRST BANCORP CORPORATION

1.86%

Shares36.0K

Event2026-03-31

Filed2026-05-13

AZZ

AZZ INC

-0.10%

Shares6.1K

Event2026-03-31

Filed2026-05-13

MCY

MERCURY GENL CORP NEW

29.69%

Shares8.5K

Event2026-03-31

Filed2026-05-13

FHI

FEDERATED HERMES INC

0.75%

Shares13.1K

Event2026-03-31

Filed2026-05-13

GTX

GARRETT MOTION INC

15.48%

Shares40.4K

Event2026-03-31

Filed2026-05-13

IBKR

INTERACTIVE BROKERS GROUP IN

-8.02%

Shares10.9K

Event2026-03-31

Filed2026-05-13

PHIN

PHINIA INC

55494.74%

Shares10.6K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-13

BFH

BREAD FINANCIAL HOLDINGS INC

68.79%

Shares9.4K

Event2026-03-31

Filed2026-05-13

JAZZ

JAZZ PHARMACEUTICALS PLC

-6.14%

Shares3.7K

Event2026-03-31

Filed2026-05-13

AER

AERCAP HOLDINGS NV

-4.29%

Shares5.1K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP

-8.34%

Shares5.5K

Event2026-03-31

Filed2026-05-13

JBL

JABIL INC

-5.61%

Shares2.6K

Event2026-03-31

Filed2026-05-13

TRV

TRAVELERS COMPANIES INC

-6.61%

Shares2.3K

Event2026-03-31

Filed2026-05-13

KAR

OPENLANE INC

67.90%

Shares22.4K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

-5.25%

Shares8.9K

Event2026-03-31

Filed2026-05-13

TTMI

TTM TECHNOLOGIES INC

-28.92%

Shares6.5K

Event2026-03-31

Filed2026-05-13

KBWB

INVESCO EXCH TRADED FD TR II

68.02%

Shares7.7K

Event2026-03-31

Filed2026-05-13

MGK

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

BTSG

BRIGHTSPRING HEALTH SVCS INC

-15.67%

Shares14.1K

Event2026-03-31

Filed2026-05-13

SBS

COMPANHIA DE SANEAMENTO BASI

7.82%

Shares19.3K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-13

BAP

CREDICORP LTD

-4.38%

Shares1.6K

Event2026-03-31

Filed2026-05-13

CRUS

CIRRUS LOGIC INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC

-1.43%

Shares1.7K

Event2026-03-31

Filed2026-05-13

GRUPO CIBEST SA

-7.68%

Shares7.2K

Event2026-03-31

Filed2026-05-13

VRT

VERTIV HOLDINGS CO

-1.85%

Shares2.1K

Event2026-03-31

Filed2026-05-13

INCY

INCYTE CORP

43.64%

Shares5.5K

Event2026-03-31

Filed2026-05-13

HAMILTON INSURANCE GROUP LTD

71.72%

Shares17.2K

Event2026-03-31

Filed2026-05-13

DOV

DOVER CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-13

ARW

ARROW ELECTRS INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

PTCT

PTC THERAPEUTICS INC

49.00%

Shares7.4K

Event2026-03-31

Filed2026-05-13

ELAN

ELANCO ANIMAL HEALTH INC

19.49%

Shares20.8K

Event2026-03-31

Filed2026-05-13

SIRIUSPOINT LTD

81.48%

Shares23.1K

Event2026-03-31

Filed2026-05-13

FIVE

FIVE BELOW INC

24.09%

Shares2.1K

Event2026-03-31

Filed2026-05-13

ENVA

ENOVA INTL INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

DHT

DHT HOLDINGS INC

New

Shares26.0K

Event2026-03-31

Filed2026-05-13

KRYS

KRYSTAL BIOTECH INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-13

LINDE PLC

1.82%

Shares951

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

0.83%

Shares2.4K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-2.28%

Shares2.1K

Event2026-03-31

Filed2026-05-13

MCK

MCKESSON CORP

-7.50%

Shares530

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

IRM

IRON MTN INC DEL

-33.09%

Shares4.4K

Event2026-03-31

Filed2026-05-13

PFF

ISHARES TR

3.76%

Shares14.5K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

6.35%

Shares5.6K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

16.75%

Shares711

Event2026-03-31

Filed2026-05-13

AXON

AXON ENTERPRISE INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

APP

APPLOVIN CORP

-35.24%

Shares1.0K

Event2026-03-31

Filed2026-05-13

DJP

BARCLAYS BANK PLC

-3.81%

Shares8.3K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-16.26%

Shares1.4K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

-1.06%

Shares2.5K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

-4.33%

Shares2.2K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

MDYV

SPDR SERIES TRUST

-2.18%

Shares4.1K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-2.09%

Shares702

Event2026-03-31

Filed2026-05-13

TIMB

TIM S A

New

Shares12.5K

Event2026-03-31

Filed2026-05-13

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares959

Event2026-03-31

Filed2026-05-13

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

MTG

MGIC INVT CORP WIS

-78.96%

Shares12.4K

Event2026-03-31

Filed2026-05-13

EBR

CENTRAIS ELET BRAS SA

New

Shares28.6K

Event2026-03-31

Filed2026-05-13

JXN

JACKSON FINANCIAL INC

28.44%

Shares3.0K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

0.00%

Shares905

Event2026-03-31

Filed2026-05-13

AMBP

ARDAGH METAL PACKAGING S A

18.40%

Shares78.0K

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-13

VIRGIN GALACTIC HOLDINGS INC

-5.18%

Shares125.5K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

194.74%

Shares504

Event2026-03-31

Filed2026-05-13

GENERAL MTRS CO

133.95%

Shares4.1K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

-0.35%

Shares1.4K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

0.00%

Shares294

Event2026-03-31

Filed2026-05-13

CBOE

CBOE GLOBAL MKTS INC

441.30%

Shares996

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-13

TYL

TYLER TECHNOLOGIES INC

-23.87%

Shares810

Event2026-03-31

Filed2026-05-13

EIX

EDISON INTL

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

MDYG

SPDR SERIES TRUST

-3.33%

Shares2.8K

Event2026-03-31

Filed2026-05-13

ADM

ARCHER DANIELS MIDLAND CO

-3.59%

Shares3.6K

Event2026-03-31

Filed2026-05-13

NEM

NEWMONT CORP

-6.97%

Shares2.4K

Event2026-03-31

Filed2026-05-13

MFC

MANULIFE FINL CORP

-50.93%

Shares7.6K

Event2026-03-31

Filed2026-05-13

NSC

NORFOLK SOUTHN CORP

0.00%

Shares895

Event2026-03-31

Filed2026-05-13

STT

STATE STR CORP

563.61%

Shares2.0K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

0.00%

Shares745

Event2026-03-31

Filed2026-05-13

CAC

CAMDEN NATL CORP

0.06%

Shares5.3K

Event2026-03-31

Filed2026-05-13

ITW

ILLINOIS TOOL WKS INC

2.67%

Shares961

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

2.40%

Shares852

Event2026-03-31

Filed2026-05-13

BMO

BANK MONTREAL MEDIUM

-1.15%

Shares1.8K

Event2026-03-31

Filed2026-05-13

AT&T INC

-23.72%

Shares8.3K

Event2026-03-31

Filed2026-05-13

ACCENTURE PLC IRELAND

3.88%

Shares1.2K

Event2026-03-31

Filed2026-05-13

NTRS

NORTHERN TR CORP

-0.23%

Shares1.7K

Event2026-03-31

Filed2026-05-13

MSI

MOTOROLA SOLUTIONS INC

-11.74%

Shares549

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

8.31%

Shares1.6K

Event2026-03-31

Filed2026-05-13

PRIM

PRIMORIS SVCS CORP

-0.42%

Shares1.7K

Event2026-03-31

Filed2026-05-13

FCX

FREEPORT MCMORAN INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

RUSHA

RUSH ENTERPRISES INC

857.75%

Shares3.6K

Event2026-03-31

Filed2026-05-13

FIX

COMFORT SYS USA INC

-29.46%

Shares170

Event2026-03-31

Filed2026-05-13

EBAY

EBAY INC.

-24.18%

Shares2.6K

Event2026-03-31

Filed2026-05-13

UBSI

UNITED BANKSHARES INC WEST V

New

Shares5.6K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

1.93%

Shares739

Event2026-03-31

Filed2026-05-13

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.00%

Shares785

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

CELESTICA INC

-32.26%

Shares758

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

0.00%

Shares395

Event2026-03-31

Filed2026-05-13

TEX

TEREX CORP NEW

New

Shares3.6K

Event2026-03-31

Filed2026-05-13

SLYV

SPDR SERIES TRUST

-3.39%

Shares2.2K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

0.00%

Shares629

Event2026-03-31

Filed2026-05-13

SYF

SYNCHRONY FINANCIAL

-77.87%

Shares3.0K

Event2026-03-31

Filed2026-05-13

VISA INC

0.00%

Shares665

Event2026-03-31

Filed2026-05-13

NUE

NUCOR CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

TRGP

TARGA RES CORP

0.51%

Shares785

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

0.00%

Shares923

Event2026-03-31

Filed2026-05-13

SNA

SNAP ON INC

0.00%

Shares498

Event2026-03-31

Filed2026-05-13

COCA COLA CO

-3.10%

Shares2.4K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

20.06%

Shares850

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

-64.52%

Shares3.6K

Event2026-03-31

Filed2026-05-13

AXS

AXIS CAP HLDGS LTD

-64.33%

Shares1.8K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

0.39%

Shares773

Event2026-03-31

Filed2026-05-13

DVY

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

LNC

LINCOLN NATL CORP IND

-76.06%

Shares5.0K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

-4.14%

Shares1.5K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP

-32.61%

Shares711

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-38.32%

Shares507

Event2026-03-31

Filed2026-05-13

SUB

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

0.00%

Shares383

Event2026-03-31

Filed2026-05-13

GWW

WW GRAINGER INC

0.00%

Shares148

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares158

Event2026-03-31

Filed2026-05-13

SLYG

SPDR SERIES TRUST

-2.18%

Shares1.6K

Event2026-03-31

Filed2026-05-13

PAYX

PAYCHEX INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-3.94%

Shares537

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

0.00%

Shares775

Event2026-03-31

Filed2026-05-13

DINO

HF SINCLAIR CORP

-51.91%

Shares2.4K

Event2026-03-31

Filed2026-05-13

YUM

YUM BRANDS INC

0.00%

Shares938

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

-1.76%

Shares391

Event2026-03-31

Filed2026-05-13

CVS

CVS HEALTH CORP

-85.63%

Shares1.9K

Event2026-03-31

Filed2026-05-13

FPE

FIRST TR EXCH TRADED FD III

-20.54%

Shares7.5K

Event2026-03-31

Filed2026-05-13

SPMB

SPDR SERIES TRUST

-2.17%

Shares5.9K

Event2026-03-31

Filed2026-05-13

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

0.00%

Shares627

Event2026-03-31

Filed2026-05-13

ORI

OLD REP INTL CORP

-86.51%

Shares3.2K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

5.51%

Shares383

Event2026-03-31

Filed2026-05-13