Sponsored

The Analysis of Meridian Financial Partners LLC's Holdings & P&L

Currently, Meridian Financial Partners LLC holds 121 types of securities in its portfolio with a total value $263.1M. In the most recent quarter, they have increased their positions in IDEQ (+245.7K shares, valued at $7.9M), N/A (+2.7K shares, valued at $1.3M), IVLU (+24.0K shares, valued at $964.2K); decreased their positions in DGRO (-50.3K shares, valued at $3.5M), GNRC (-4.6K shares, valued at $884.8K), JPST (-7.1K shares, valued at $356.9K); initiated new positions in IDEQ (+245.7K shares, valued at $7.9M), N/A (+2.7K shares, valued at $1.3M), BSCS (+36.1K shares, valued at $738.4K).

1M P&L

+9.4M+3.92%

3M P&L

+10.8M+4.55%

HY P&L

+22.2M+9.79%

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/A128.2M

58.5%

2Consumer Electronics9.4M

4.3%

3Semiconductors9.3M

4.2%

Top Industries by Stock Count

1N/A44 stocks

40.4%

2Drug Manufacturers - General4 stocks

3.7%

3Semiconductors4 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS44.0K shares1.07%2026-03-312026-04-15

JMEE J P MORGAN EXCHANGE TRADED F337.9K shares3.42%2026-03-312026-04-15

DGRO ISHARES TR320.9K shares-13.55%2026-03-312026-04-15

IVLU ISHARES TR354.6K shares7.25%2026-03-312026-04-15

IWY ISHARES TR41.6K shares8.10%2026-03-312026-04-15

AAPL APPLE INC37.1K shares1.84%2026-03-312026-04-15

IDEQ LAZARD ACTIVE ETF TR245.7K sharesnew addition2026-03-312026-04-15

IVV ISHARES TR11.7K shares8.82%2026-03-312026-04-15

Sponsored

JPST J P MORGAN EXCHANGE TRADED F112.0K shares-5.94%2026-03-312026-04-15

XOM EXXON MOBIL CORP33.0K shares10.35%2026-03-312026-04-15

VABK VIRGINIA NATL BK CHRLOTSVLE137.7K shares-2.48%2026-03-312026-04-15

MSFT MICROSOFT CORP14.2K shares2.79%2026-03-312026-04-15

ALPHABET INC ALPHABET INC15.5K shares2.03%2026-03-312026-04-15

NVDA NVIDIA CORPORATION24.6K shares1.64%2026-03-312026-04-15

AMZN AMAZON COM INC19.8K shares0.78%2026-03-312026-04-15

BIV VANGUARD BD INDEX FDS53.3K shares3.60%2026-03-312026-04-15

Sponsored

DLN WISDOMTREE TR37.2K shares-0.27%2026-03-312026-04-15

DGRW WISDOMTREE TR36.3K shares-3.48%2026-03-312026-04-15

V VISA INC10.2K shares0.64%2026-03-312026-04-15

ALPHABET INC ALPHABET INC9.6K shares0.40%2026-03-312026-04-15

CVX CHEVRON CORPORATION14.4K shares3.88%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO9.5K shares-0.12%2026-03-312026-04-15

IWV ISHARES TR7.3K shares17.89%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC11.6K shares0.49%2026-03-312026-04-15

Sponsored

BROADCOM INC BROADCOM INC7.6K shares1.32%2026-03-312026-04-15

IWR ISHARES TR25.6K shares9.20%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC5.4K shares-1.04%2026-03-312026-04-15

NEE NEXTERA ENERGY INC24.3K shares0.59%2026-03-312026-04-15

LHX L3HARRIS TECHNOLOGIES INC5.9K shares-0.57%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC5.8K shares2.07%2026-03-312026-04-15

PG PROCTER & GAMBLE CO13.5K shares2.58%2026-03-312026-04-15

PFXF VANECK ETF TRUST107.5K shares21.18%2026-03-312026-04-15

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW14.1K shares-0.12%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC14.1K shares1.66%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON6.7K shares-2.17%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC32.5K shares1.65%2026-03-312026-04-15

TSLA TESLA INC4.5K shares0.56%2026-03-312026-04-15

IQLT ISHARES TR32.4K shares13.70%2026-03-312026-04-15

LH LABCORP HOLDINGS INC5.6K shares0.00%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F26.2K shares116.52%2026-03-312026-04-15

Sponsored

HST HOST HOTELS & RESORTS INC76.0K shares0.10%2026-03-312026-04-15

KO COCA COLA CO18.7K shares2.38%2026-03-312026-04-15

USB US BANCORP26.0K shares0.14%2026-03-312026-04-15

PWR QUANTA SVCS INC2.4K shares-0.37%2026-03-312026-04-15

UNP UNION PAC CORP5.3K shares5.27%2026-03-312026-04-15

LINDE PLC LINDE PLC2.7K sharesnew addition2026-03-312026-04-15

COF CAPITAL ONE FINL CORP7.2K shares2.84%2026-03-312026-04-15

BSCU INVESCO EXCH TRD SLF IDX FD77.8K shares255.39%2026-03-312026-04-15

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD67.8K shares258.61%2026-03-312026-04-15

JMSB JOHN MARSHALL BANCORP INC57.6K shares0.00%2026-03-312026-04-15

ORCL ORACLE CORP8.0K shares10.92%2026-03-312026-04-15

QUAL ISHARES TR5.6K shares0.00%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F18.5K shares206.30%2026-03-312026-04-15

LLY ELI LILLY & CO1.1K shares-0.18%2026-03-312026-04-15

GNRC GENERAC HLDGS INC5.4K shares-46.04%2026-03-312026-04-15

VTI VANGUARD INDEX FDS3.0K shares15.56%2026-03-312026-04-15

Sponsored

CRM SALESFORCE INC5.0K shares2.47%2026-03-312026-04-15

RITM RITHM CAPITAL CORP96.0K shares2.09%2026-03-312026-04-15

PFE PFIZER INC33.5K shares2.69%2026-03-312026-04-15

DHR DANAHER CORP DEL4.7K shares3.76%2026-03-312026-04-15

CAT CATERPILLAR INC1.2K shares1.15%2026-03-312026-04-15

FPE FIRST TR EXCH TRADED FD III49.6K shares2.16%2026-03-312026-04-15

D DOMINION ENERGY INC13.7K shares-1.52%2026-03-312026-04-15

CMCSA COMCAST CORP NEW29.6K shares7.20%2026-03-312026-04-15

Sponsored

ROP ROPER TECHNOLOGIES INC2.2K shares1.37%2026-03-312026-04-15

TMUS T-MOBILE US INC3.7K shares3.01%2026-03-312026-04-15

BSCS INVESCO EXCH TRD SLF IDX FD36.1K sharesnew addition2026-03-312026-04-15

VSGX VANGUARD WORLD FD9.8K shares0.34%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-14.87%2026-03-312026-04-15

WMT WALMART INC5.5K shares1.64%2026-03-312026-04-15

ESGU ISHARES TR4.4K shares2.27%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares16.56%2026-03-312026-04-15

Sponsored

VB VANGUARD INDEX FDS2.3K shares41.88%2026-03-312026-04-15

EFA ISHARES TR6.1K shares43.71%2026-03-312026-04-15

VPU VANGUARD WORLD FD2.8K shares0.00%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION539 shares1.89%2026-03-312026-04-15

HD HOME DEPOT INC1.7K shares1.63%2026-03-312026-04-15

DOL WISDOMTREE TR7.7K shares0.00%2026-03-312026-04-15

FYLD CAMBRIA ETF TR12.6K shares0.00%2026-03-312026-04-15

VTV VANGUARD INDEX FDS2.3K shares116.38%2026-03-312026-04-15

Sponsored

IJH ISHARES TR6.5K shares0.00%2026-03-312026-04-15

CSCO CISCO SYS INC5.2K shares1.96%2026-03-312026-04-15

OKE ONEOK INC NEW4.5K shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS917 shares-1.08%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-1.02%2026-03-312026-04-15

BKNG BOOKING HOLDINGS INC2.2K shares2724.68%2026-03-312026-04-15

ESGV VANGUARD WORLD FD3.2K shares2.53%2026-03-312026-04-15

DGS WISDOMTREE TR6.0K shares0.00%2026-03-312026-04-15

Sponsored

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO6.5K sharesnew addition2026-03-312026-04-15

ABBV ABBVIE INC1.6K shares0.19%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC859 shares0.00%2026-03-312026-04-15

TFC TRUIST FINL CORP6.6K shares-0.68%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP480 shares0.00%2026-03-312026-04-15

NOW SERVICENOW INC2.9K shares3.17%2026-03-312026-04-15

INTC INTEL CORP5.5K shares0.00%2026-03-312026-04-15

BRNY EA SERIES TRUST5.8K shares0.00%2026-03-312026-04-15

Sponsored

IWN ISHARES TR1.5K shares18.06%2026-03-312026-04-15

IWD ISHARES TR1.3K shares30.84%2026-03-312026-04-15

HON HONEYWELL INTL INC1.3K shares0.00%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.8K shares35.48%2026-03-312026-04-15

WM WASTE MGMT INC DEL1.2K shares20.10%2026-03-312026-04-15

T AT&T INC9.8K shares1.26%2026-03-312026-04-15

ACWI ISHARES TR1.9K shares34.91%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC609 shares0.00%2026-03-312026-04-15

Sponsored

VEU VANGUARD INTL EQUITY INDEX F3.4K shares-8.68%2026-03-312026-04-15

LOW LOWES COS INC1.1K shares0.00%2026-03-312026-04-15

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-15

KVUE KENVUE INC14.2K shares-3.04%2026-03-312026-04-15

BAC BANK AMERICA CORP4.7K shares21.00%2026-03-312026-04-15

RTX RTX CORPORATION1.1K shares1.07%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-03-312026-04-15

PEP PEPSICO INC1.4K shares-1.33%2026-03-312026-04-15

Sponsored

EMR EMERSON ELEC CO1.6K shares0.00%2026-03-312026-04-15

CBRE CBRE GROUP INC1.5K shares-2.59%2026-03-312026-04-15

BUFC AB ACTIVE ETFS INC5.1K shares0.00%2026-03-312026-04-15

RSPR INVESCO EXCHANGE TRADED FD T6.1K shares0.00%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T311 sharesnew addition2026-03-312026-04-15

ALB ALBEMARLE CORP1.2K shares-10.51%2026-03-312026-04-15

GPIX GOLDMAN SACHS ETF TR4.0K shares-35.52%2026-03-312026-04-15

MDLZ MONDELEZ INTL INC3.5K sharesnew addition2026-03-312026-04-15

Sponsored

TNGY TORTOISE CAPITAL SERIES TRUS12.4K shares0.00%2026-03-312026-04-15

VANGUARD INDEX FDS

1.07%

Shares44.0K

Event2026-03-31

Filed2026-04-15

JMEE

J P MORGAN EXCHANGE TRADED F

3.42%

Shares337.9K

Event2026-03-31

Filed2026-04-15

DGRO

ISHARES TR

-13.55%

Shares320.9K

Event2026-03-31

Filed2026-04-15

IVLU

ISHARES TR

7.25%

Shares354.6K

Event2026-03-31

Filed2026-04-15

IWY

ISHARES TR

8.10%

Shares41.6K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

1.84%

Shares37.1K

Event2026-03-31

Filed2026-04-15

IDEQ

LAZARD ACTIVE ETF TR

New

Shares245.7K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

8.82%

Shares11.7K

Event2026-03-31

Filed2026-04-15

JPST

J P MORGAN EXCHANGE TRADED F

-5.94%

Shares112.0K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

10.35%

Shares33.0K

Event2026-03-31

Filed2026-04-15

VABK

VIRGINIA NATL BK CHRLOTSVLE

-2.48%

Shares137.7K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

2.79%

Shares14.2K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

2.03%

Shares15.5K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

1.64%

Shares24.6K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

0.78%

Shares19.8K

Event2026-03-31

Filed2026-04-15

BIV

VANGUARD BD INDEX FDS

3.60%

Shares53.3K

Event2026-03-31

Filed2026-04-15

DLN

WISDOMTREE TR

-0.27%

Shares37.2K

Event2026-03-31

Filed2026-04-15

DGRW

WISDOMTREE TR

-3.48%

Shares36.3K

Event2026-03-31

Filed2026-04-15

VISA INC

0.64%

Shares10.2K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.40%

Shares9.6K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

3.88%

Shares14.4K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-0.12%

Shares9.5K

Event2026-03-31

Filed2026-04-15

IWV

ISHARES TR

17.89%

Shares7.3K

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVICES INC

0.49%

Shares11.6K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

1.32%

Shares7.6K

Event2026-03-31

Filed2026-04-15

IWR

ISHARES TR

9.20%

Shares25.6K

Event2026-03-31

Filed2026-04-15

CRWD

CROWDSTRIKE HLDGS INC

-1.04%

Shares5.4K

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

0.59%

Shares24.3K

Event2026-03-31

Filed2026-04-15

LHX

L3HARRIS TECHNOLOGIES INC

-0.57%

Shares5.9K

Event2026-03-31

Filed2026-04-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.07%

Shares5.8K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

2.58%

Shares13.5K

Event2026-03-31

Filed2026-04-15

PFXF

VANECK ETF TRUST

21.18%

Shares107.5K

Event2026-03-31

Filed2026-04-15

DUKE ENERGY CORP NEW

-0.12%

Shares14.1K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

1.66%

Shares14.1K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

-2.17%

Shares6.7K

Event2026-03-31

Filed2026-04-15

VERIZON COMMUNICATIONS INC

1.65%

Shares32.5K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

0.56%

Shares4.5K

Event2026-03-31

Filed2026-04-15

IQLT

ISHARES TR

13.70%

Shares32.4K

Event2026-03-31

Filed2026-04-15

LABCORP HOLDINGS INC

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-15

JEPQ

J P MORGAN EXCHANGE TRADED F

116.52%

Shares26.2K

Event2026-03-31

Filed2026-04-15

HST

HOST HOTELS & RESORTS INC

0.10%

Shares76.0K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

2.38%

Shares18.7K

Event2026-03-31

Filed2026-04-15

USB

US BANCORP

0.14%

Shares26.0K

Event2026-03-31

Filed2026-04-15

PWR

QUANTA SVCS INC

-0.37%

Shares2.4K

Event2026-03-31

Filed2026-04-15

UNP

UNION PAC CORP

5.27%

Shares5.3K

Event2026-03-31

Filed2026-04-15

LINDE PLC

New

Shares2.7K

Event2026-03-31

Filed2026-04-15

COF

CAPITAL ONE FINL CORP

2.84%

Shares7.2K

Event2026-03-31

Filed2026-04-15

BSCU

INVESCO EXCH TRD SLF IDX FD

255.39%

Shares77.8K

Event2026-03-31

Filed2026-04-15

BSCT

INVESCO EXCH TRD SLF IDX FD

258.61%

Shares67.8K

Event2026-03-31

Filed2026-04-15

JMSB

JOHN MARSHALL BANCORP INC

0.00%

Shares57.6K

Event2026-03-31

Filed2026-04-15

ORCL

ORACLE CORP

10.92%

Shares8.0K

Event2026-03-31

Filed2026-04-15

QUAL

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

206.30%

Shares18.5K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

-0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-15

GNRC

GENERAC HLDGS INC

-46.04%

Shares5.4K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

15.56%

Shares3.0K

Event2026-03-31

Filed2026-04-15

CRM

SALESFORCE INC

2.47%

Shares5.0K

Event2026-03-31

Filed2026-04-15

RITM

RITHM CAPITAL CORP

2.09%

Shares96.0K

Event2026-03-31

Filed2026-04-15

PFE

PFIZER INC

2.69%

Shares33.5K

Event2026-03-31

Filed2026-04-15

DHR

DANAHER CORP DEL

3.76%

Shares4.7K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

1.15%

Shares1.2K

Event2026-03-31

Filed2026-04-15

FPE

FIRST TR EXCH TRADED FD III

2.16%

Shares49.6K

Event2026-03-31

Filed2026-04-15

DOMINION ENERGY INC

-1.52%

Shares13.7K

Event2026-03-31

Filed2026-04-15

CMCSA

COMCAST CORP NEW

7.20%

Shares29.6K

Event2026-03-31

Filed2026-04-15

ROP

ROPER TECHNOLOGIES INC

1.37%

Shares2.2K

Event2026-03-31

Filed2026-04-15

TMUS

T-MOBILE US INC

3.01%

Shares3.7K

Event2026-03-31

Filed2026-04-15

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares36.1K

Event2026-03-31

Filed2026-04-15

VSGX

VANGUARD WORLD FD

0.34%

Shares9.8K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-14.87%

Shares1.2K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

1.64%

Shares5.5K

Event2026-03-31

Filed2026-04-15

ESGU

ISHARES TR

2.27%

Shares4.4K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

16.56%

Shares1.3K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

41.88%

Shares2.3K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

43.71%

Shares6.1K

Event2026-03-31

Filed2026-04-15

VPU

VANGUARD WORLD FD

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

1.89%

Shares539

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

1.63%

Shares1.7K

Event2026-03-31

Filed2026-04-15

DOL

WISDOMTREE TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-15

FYLD

CAMBRIA ETF TR

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

116.38%

Shares2.3K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

1.96%

Shares5.2K

Event2026-03-31

Filed2026-04-15

OKE

ONEOK INC NEW

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

-1.08%

Shares917

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

-1.02%

Shares1.7K

Event2026-03-31

Filed2026-04-15

BKNG

BOOKING HOLDINGS INC

2724.68%

Shares2.2K

Event2026-03-31

Filed2026-04-15

ESGV

VANGUARD WORLD FD

2.53%

Shares3.2K

Event2026-03-31

Filed2026-04-15

DGS

WISDOMTREE TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-15

PROFESIONALLY MANAGED PORTFO

New

Shares6.5K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

0.19%

Shares1.6K

Event2026-03-31

Filed2026-04-15

EATON CORP PLC

0.00%

Shares859

Event2026-03-31

Filed2026-04-15

TFC

TRUIST FINL CORP

-0.68%

Shares6.6K

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

0.00%

Shares480

Event2026-03-31

Filed2026-04-15

NOW

SERVICENOW INC

3.17%

Shares2.9K

Event2026-03-31

Filed2026-04-15

INTC

INTEL CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-15

BRNY

EA SERIES TRUST

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-15

IWN

ISHARES TR

18.06%

Shares1.5K

Event2026-03-31

Filed2026-04-15

IWD

ISHARES TR

30.84%

Shares1.3K

Event2026-03-31

Filed2026-04-15

HON

HONEYWELL INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-15

INVESCO EXCH TRADED FD TR II

35.48%

Shares3.8K

Event2026-03-31

Filed2026-04-15

WASTE MGMT INC DEL

20.10%

Shares1.2K

Event2026-03-31

Filed2026-04-15

AT&T INC

1.26%

Shares9.8K

Event2026-03-31

Filed2026-04-15

ACWI

ISHARES TR

34.91%

Shares1.9K

Event2026-03-31

Filed2026-04-15

TRANE TECHNOLOGIES PLC

0.00%

Shares609

Event2026-03-31

Filed2026-04-15

VEU

VANGUARD INTL EQUITY INDEX F

-8.68%

Shares3.4K

Event2026-03-31

Filed2026-04-15

LOW

LOWES COS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

COP

CONOCOPHILLIPS

New

Shares1.8K

Event2026-03-31

Filed2026-04-15

KVUE

KENVUE INC

-3.04%

Shares14.2K

Event2026-03-31

Filed2026-04-15

BAC

BANK AMERICA CORP

21.00%

Shares4.7K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

1.07%

Shares1.1K

Event2026-03-31

Filed2026-04-15

PHILIP MORRIS INTL INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

-1.33%

Shares1.4K

Event2026-03-31

Filed2026-04-15

EMR

EMERSON ELEC CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-15

CBRE

CBRE GROUP INC

-2.59%

Shares1.5K

Event2026-03-31

Filed2026-04-15

BUFC

AB ACTIVE ETFS INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-15

RSPR

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares311

Event2026-03-31

Filed2026-04-15

ALB

ALBEMARLE CORP

-10.51%

Shares1.2K

Event2026-03-31

Filed2026-04-15

GPIX

GOLDMAN SACHS ETF TR

-35.52%

Shares4.0K

Event2026-03-31

Filed2026-04-15

MDLZ

MONDELEZ INTL INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-15

TNGY

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available