Sponsored
The Analysis of Millstone Evans Group, LLC's Holdings & P&L
Currently, Millstone Evans Group, LLC holds 856 types of securities in its portfolio with a total value $166.6M. In the most recent quarter, they have increased their positions in SCHD (+22.3K shares, valued at $684.1K), FNDE (+17.6K shares, valued at $674.5K), VYMI (+5.2K shares, valued at $487.5K); decreased their positions in AMZN (-1.2K shares, valued at $239.9K), NVDA (-1.0K shares, valued at $174.4K), IWS (-428 shares, valued at $62.4K); initiated new positions in VXF (+1.7K shares, valued at $341.2K), SIVR (+1.2K shares, valued at $86.9K), BC (+400 shares, valued at $29.1K).
1M P&L
+4.5M+2.86%
3M P&L
+3.2M+2.04%
HY P&L
+9.1M+5.97%
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/A46.6M
31.6%
2Semiconductors15.7M
10.7%
3Consumer Electronics14.4M
9.8%
Top Industries by Stock Count
1N/A277 stocks
34.5%
2Banks - Regional20 stocks
2.5%
3Utilities - Regulated Electric18 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW10.6K shares-0.54%2026-03-312026-04-30
ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C12.7K shares0.22%2026-03-312026-04-30
Sponsored
ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A8.6K shares-0.72%2026-03-312026-04-30
Sponsored
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW2.9K shares1.55%2026-03-312026-04-30
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF2.7K shares-0.58%2026-03-312026-04-30
Sponsored
Sponsored
Sponsored
Sponsored
EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)927 shares4.39%2026-03-312026-04-30
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
LAM RESEARCH CORPORATION COM NEW LAM RESEARCH CORPORATION COM NEW584 shares4.29%2026-03-312026-04-30
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF3.0K shares206.81%2026-03-312026-04-30
Sponsored
UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) UNILEVER PLC SPON ADR NEW (UNITED KINGDOM)1.3K shares-3.05%2026-03-312026-04-30
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TE CONNECTIVITY PLC ORD SHS (IRELAND) TE CONNECTIVITY PLC ORD SHS (IRELAND)226 shares0.00%2026-03-312026-04-30
Sponsored
Sponsored
Sponsored
Sponsored
CANADIAN PACIFIC KANSAS CITY (CANADA) CANADIAN PACIFIC KANSAS CITY (CANADA)504 shares0.00%2026-03-312026-04-30
Sponsored
INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF534 shares0.00%2026-03-312026-04-30
DUKE ENERGY CORPORATION NEW COM NEW DUKE ENERGY CORPORATION NEW COM NEW297 shares53.09%2026-03-312026-04-30
Sponsored
Sponsored
STANLEY BLACK & DECKER INCORPORATED STANLEY BLACK & DECKER INCORPORATED500 shares0.00%2026-03-312026-04-30
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GSK PLC SPONSORED ADR (UNITED KINGDOM) GSK PLC SPONSORED ADR (UNITED KINGDOM)487 shares0.00%2026-03-312026-04-30
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)108 shares2.86%2026-03-312026-04-30
NATIONAL GRID PLC SPONSORED ADR NE NATIONAL GRID PLC SPONSORED ADR NE250 shares0.00%2026-03-312026-04-30
Sponsored
Sponsored
VERSANT MEDIA GROUP INCORPORATED COM CLASS A VERSANT MEDIA GROUP INCORPORATED COM CLASS A471 sharesnew addition2026-03-312026-04-30
Sponsored
AAPL
-0.00%APPLE INCORPORATED
Shares56.8K
Event2026-03-31
Filed2026-04-30
NVDA
-1.24%NVIDIA CORPORATION
Shares79.8K
Event2026-03-31
Filed2026-04-30
MSFT
-0.02%MICROSOFT CORPORATION
Shares17.3K
Event2026-03-31
Filed2026-04-30
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-0.54%BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Shares10.6K
Event2026-03-31
Filed2026-04-30
ALPHABET INCORPORATED CAP STK CLASS C
0.22%ALPHABET INCORPORATED CAP STK CLASS C
Shares12.7K
Event2026-03-31
Filed2026-04-30
JPM
0.51%JPMORGAN CHASE & COMPANY
Shares11.4K
Event2026-03-31
Filed2026-04-30
IWS
-1.88%ISHARES TR RUS MDCP VAL ETF
Shares22.4K
Event2026-03-31
Filed2026-04-30
IMCV
-0.23%ISHARES TR MRGSTR MD CP VAL
Shares38.3K
Event2026-03-31
Filed2026-04-30
ORCL
-0.17%ORACLE CORPORATION
Shares21.6K
Event2026-03-31
Filed2026-04-30
RJF
1.81%RAYMOND JAMES FINL INCORPORATED
Shares19.3K
Event2026-03-31
Filed2026-04-30
JNJ
0.35%JOHNSON & JOHNSON
Shares10.3K
Event2026-03-31
Filed2026-04-30
ALPHABET INCORPORATED CAP STK CLASS A
-0.72%ALPHABET INCORPORATED CAP STK CLASS A
Shares8.6K
Event2026-03-31
Filed2026-04-30
AMZN
-10.36%AMAZON COM INCORPORATED
Shares10.0K
Event2026-03-31
Filed2026-04-30
EMLP
-0.18%FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
Shares47.0K
Event2026-03-31
Filed2026-04-30
LECO
0.01%LINCOLN ELEC HLDGS INCORPORATED
Shares8.1K
Event2026-03-31
Filed2026-04-30
VYMI
38.17%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares18.7K
Event2026-03-31
Filed2026-04-30
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
1.55%VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Shares2.9K
Event2026-03-31
Filed2026-04-30
MDY
0.00%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares2.7K
Event2026-03-31
Filed2026-04-30
MERCK & COMPANY INCORPORATED
0.00%MERCK & COMPANY INCORPORATED
Shares13.6K
Event2026-03-31
Filed2026-04-30
IBM
0.52%INTERNATIONAL BUSINESS MACHINES
Shares6.6K
Event2026-03-31
Filed2026-04-30
GE AEROSPACE COM NEW
0.00%GE AEROSPACE COM NEW
Shares5.3K
Event2026-03-31
Filed2026-04-30
TMO
0.00%THERMO FISHER SCIENTIFIC INCORPORATED
Shares3.0K
Event2026-03-31
Filed2026-04-30
SPY
-0.69%STATE STREET SPDR S&P 500 ETF TRUST
Shares1.9K
Event2026-03-31
Filed2026-04-30
PWRD
11.69%TCW TRANSFORM SYSTEMS ETF
Shares12.2K
Event2026-03-31
Filed2026-04-30
FNDX
-2.44%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares41.6K
Event2026-03-31
Filed2026-04-30
GEV
0.00%GE VERNOVA INCORPORATED
Shares1.3K
Event2026-03-31
Filed2026-04-30
SCHD
152.27%SCHWAB US DIVIDEND EQUITY ETF
Shares36.9K
Event2026-03-31
Filed2026-04-30
LLY
5.81%ELI LILLY & COMPANY
Shares1.2K
Event2026-03-31
Filed2026-04-30
SBUX
0.52%STARBUCKS CORPORATION
Shares11.9K
Event2026-03-31
Filed2026-04-30
PG
1.15%PROCTER & GAMBLE COMPANY
Shares6.9K
Event2026-03-31
Filed2026-04-30
NSC
0.00%NORFOLK SOUTHN CORPORATION
Shares3.3K
Event2026-03-31
Filed2026-04-30
WAT
0.84%WATERS CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-04-30
COST
0.00%COSTCO WHOLESALE CORPORATION
Shares928
Event2026-03-31
Filed2026-04-30
DFAC
0.06%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares23.4K
Event2026-03-31
Filed2026-04-30
CVX
1.55%CHEVRON CORPORATION
Shares4.2K
Event2026-03-31
Filed2026-04-30
VYM
13.08%VANGUARD HIGH DIVIDEND YIELD ETF
Shares5.9K
Event2026-03-31
Filed2026-04-30
IWM
0.00%ISHARES TR RUSSELL 2000 ETF
Shares3.4K
Event2026-03-31
Filed2026-04-30
XOM
-1.76%EXXON MOBIL CORPORATION
Shares4.7K
Event2026-03-31
Filed2026-04-30
FNDE
533.73%SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
Shares20.9K
Event2026-03-31
Filed2026-04-30
CSCO
0.37%CISCO SYSTEMS INCORPORATED
Shares10.2K
Event2026-03-31
Filed2026-04-30
PEP
0.00%PEPSICO INCORPORATED
Shares5.1K
Event2026-03-31
Filed2026-04-30
ESGV
47.43%VANGUARD ESG U.S. STOCK ETF
Shares7.0K
Event2026-03-31
Filed2026-04-30
VXUS
72.35%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares9.9K
Event2026-03-31
Filed2026-04-30
ADP
0.00%AUTOMATIC DATA PROCESSING INCORPORATED
Shares3.7K
Event2026-03-31
Filed2026-04-30
MMM
0.00%3M COMPANY
Shares5.2K
Event2026-03-31
Filed2026-04-30
COWZ
-2.13%PACER US CASH COWS 100 ETF
Shares11.9K
Event2026-03-31
Filed2026-04-30
V
-2.29%VISA INCORPORATED COM CLASS A
Shares2.4K
Event2026-03-31
Filed2026-04-30
GLW
1.26%CORNING INCORPORATED
Shares5.4K
Event2026-03-31
Filed2026-04-30
AXP
0.00%AMERICAN EXPRESS COMPANY
Shares2.3K
Event2026-03-31
Filed2026-04-30
GLDM
15.39%WORLD GOLD TR SPDR GOLD MINISHARES TR NEW
Shares7.5K
Event2026-03-31
Filed2026-04-30
T
2.25%AT&T INCORPORATED
Shares23.7K
Event2026-03-31
Filed2026-04-30
ABBV
1.58%ABBVIE INCORPORATED
Shares3.1K
Event2026-03-31
Filed2026-04-30
PNC
1.24%PNC FINL SVCS GROUP INCORPORATED
Shares3.2K
Event2026-03-31
Filed2026-04-30
CALF
-0.64%PACER US SMALL CAP CASH COWS ETF
Shares14.5K
Event2026-03-31
Filed2026-04-30
BAC
-1.39%BANK AMERICA CORPORATION
Shares13.2K
Event2026-03-31
Filed2026-04-30
WMT
0.00%WALMART INCORPORATED
Shares5.1K
Event2026-03-31
Filed2026-04-30
FNDF
72.42%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares12.4K
Event2026-03-31
Filed2026-04-30
IWF
0.00%ISHARES TR RUS 1000 GRW ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
SYK
0.00%STRYKER CORPORATION
Shares1.8K
Event2026-03-31
Filed2026-04-30
UBSI
0.00%UNITED BANKSHARES INCORPORATED WEST VA
Shares13.3K
Event2026-03-31
Filed2026-04-30
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)
Shares1.6K
Event2026-03-31
Filed2026-04-30
VZ
-6.45%VERIZON COMMUNICATIONS INCORPORATED
Shares10.6K
Event2026-03-31
Filed2026-04-30
INVESCO S&P 500 EQUAL WEIGHT ETF
-0.58%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares2.7K
Event2026-03-31
Filed2026-04-30
CWS
-1.74%ADVISORSHARES FOCUSED EQUITY ETF
Shares8.1K
Event2026-03-31
Filed2026-04-30
OAKM
120.34%OAKMARK U.S. LARGE CAP ETF
Shares18.9K
Event2026-03-31
Filed2026-04-30
FLEX
0.00%FLEXTRONICS INTERNATIONAL LIMITED ORD (SINGAPORE)
Shares7.6K
Event2026-03-31
Filed2026-04-30
MCD
2.54%MCDONALDS CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-04-30
RDVY
-8.48%FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
Shares7.0K
Event2026-03-31
Filed2026-04-30
NVS
0.00%NOVARTIS AG SPONSORED ADR (SWITZERLAND)
Shares3.1K
Event2026-03-31
Filed2026-04-30
CRM
0.00%SALESFORCE INCORPORATED
Shares2.5K
Event2026-03-31
Filed2026-04-30
XLV
0.00%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares3.1K
Event2026-03-31
Filed2026-04-30
JCI
0.00%JOHNSON CONTROLS INTERNATION SHS (IRELAND)
Shares3.4K
Event2026-03-31
Filed2026-04-30
KVUE
0.00%KENVUE INCORPORATED
Shares25.0K
Event2026-03-31
Filed2026-04-30
JPST
0.00%JPMORGAN ULTRA-SHORT INCOME ETF
Shares8.5K
Event2026-03-31
Filed2026-04-30
IJH
-2.08%ISHARES TR CORE S&P MCP ETF
Shares6.3K
Event2026-03-31
Filed2026-04-30
VB
7.84%VANGUARD SMALL-CAP ETF
Shares1.6K
Event2026-03-31
Filed2026-04-30
DFIC
0.31%DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Shares11.9K
Event2026-03-31
Filed2026-04-30
DCOR
-0.22%DIMENSIONAL US CORE EQUITY 1 ETF
Shares5.9K
Event2026-03-31
Filed2026-04-30
DE
1.76%DEERE & COMPANY
Shares752
Event2026-03-31
Filed2026-04-30
VUG
30.46%VANGUARD GROWTH ETF
Shares955
Event2026-03-31
Filed2026-04-30
TGT
0.00%TARGET CORPORATION
Shares3.4K
Event2026-03-31
Filed2026-04-30
HD
1.82%HOME DEPOT INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-04-30
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares1.9K
Event2026-03-31
Filed2026-04-30
MEDTRONIC PLC SHS (IRELAND)
-4.44%MEDTRONIC PLC SHS (IRELAND)
Shares4.6K
Event2026-03-31
Filed2026-04-30
EMR
-1.35%EMERSON ELEC COMPANY
Shares3.0K
Event2026-03-31
Filed2026-04-30
UNP
1.74%UNION PAC CORPORATION
Shares1.6K
Event2026-03-31
Filed2026-04-30
CMCSA
-0.44%COMCAST CORPORATION NEW CLASS A
Shares13.0K
Event2026-03-31
Filed2026-04-30
VWO
12.76%VANGUARD FTSE EMERGING MARKETS ETF
Shares6.8K
Event2026-03-31
Filed2026-04-30
BMY
0.00%BRISTOL-MYERS SQUIBB COMPANY
Shares5.7K
Event2026-03-31
Filed2026-04-30
APD
0.00%AIR PRODUCTS AND CHEMICALS INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-04-30
IEFA
6.58%ISHARES TR CORE MSCI EAFE
Shares3.8K
Event2026-03-31
Filed2026-04-30
VXF
NewVANGUARD EXTENDED MARKET ETF
Shares1.7K
Event2026-03-31
Filed2026-04-30
BUSE
0.00%FIRST BUSEY CORPORATION COM NEW
Shares13.3K
Event2026-03-31
Filed2026-04-30
EATON CORPORATION PLC SHS (IRELAND)
4.39%EATON CORPORATION PLC SHS (IRELAND)
Shares927
Event2026-03-31
Filed2026-04-30
ADI
3.62%ANALOG DEVICES INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-04-30
MA
0.00%MASTERCARD INCORPORATED CLASS A
Shares651
Event2026-03-31
Filed2026-04-30
SHW
0.00%SHERWIN WILLIAMS COMPANY
Shares987
Event2026-03-31
Filed2026-04-30
SUPP
2.61%TCW TRANSFORM SUPPLY CHAIN ETF
Shares4.4K
Event2026-03-31
Filed2026-04-30
XLF
0.02%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares6.1K
Event2026-03-31
Filed2026-04-30
AGG
0.00%ISHARES TR CORE US AGGBD ET
Shares3.0K
Event2026-03-31
Filed2026-04-30
BKNG
0.00%BOOKING HOLDINGS INCORPORATED
Shares71
Event2026-03-31
Filed2026-04-30
UPGD
0.00%INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF
Shares4.1K
Event2026-03-31
Filed2026-04-30
DIS
-0.97%DISNEY WALT COMPANY
Shares3.1K
Event2026-03-31
Filed2026-04-30
ALL
0.00%ALLSTATE CORPORATION
Shares1.4K
Event2026-03-31
Filed2026-04-30
CMI
0.00%CUMMINS INCORPORATED
Shares543
Event2026-03-31
Filed2026-04-30
QQQM
60.68%INVESCO NASDAQ 100 ETF
Shares1.2K
Event2026-03-31
Filed2026-04-30
GS
3.69%GOLDMAN SACHS GROUP INCORPORATED
Shares337
Event2026-03-31
Filed2026-04-30
IYF
0.00%ISHARES TR U.S. FINLS ETF
Shares2.4K
Event2026-03-31
Filed2026-04-30
TREX
0.00%TREX INCORPORATED
Shares7.5K
Event2026-03-31
Filed2026-04-30
JAAA
0.00%JANUS HENDERSON AAA CLO ETF
Shares5.3K
Event2026-03-31
Filed2026-04-30
TT
0.00%TRANE TECHNOLOGIES PLC SHS (IRELAND)
Shares632
Event2026-03-31
Filed2026-04-30
AMD
0.00%ADVANCED MICRO DEVICES INCORPORATED
Shares1.3K
Event2026-03-31
Filed2026-04-30
IXC
0.00%ISHARES TR GLOBAL ENERG ETF
Shares4.5K
Event2026-03-31
Filed2026-04-30
ABT
3.12%ABBOTT LABORATORIES
Shares2.5K
Event2026-03-31
Filed2026-04-30
AOR
0.00%ISHARES TR CORE 60/40 BALAN
Shares3.9K
Event2026-03-31
Filed2026-04-30
DRI
0.00%DARDEN RESTAURANTS INCORPORATED
Shares1.3K
Event2026-03-31
Filed2026-04-30
ICFI
0.00%ICF INTERNATIONAL INCORPORATED
Shares3.8K
Event2026-03-31
Filed2026-04-30
GLD
0.00%SPDR GOLD SHARES
Shares560
Event2026-03-31
Filed2026-04-30
WM
0.00%WASTE MGMT INCORPORATED DEL
Shares1.0K
Event2026-03-31
Filed2026-04-30
HSY
0.00%HERSHEY COMPANY
Shares1.1K
Event2026-03-31
Filed2026-04-30
VTV
0.00%VANGUARD VALUE ETF
Shares1.2K
Event2026-03-31
Filed2026-04-30
AMGN
0.00%AMGEN INCORPORATED
Shares666
Event2026-03-31
Filed2026-04-30
BABA
-13.32%ALIBABA GROUP HLDG LIMITED SPONSORED ADS
Shares1.9K
Event2026-03-31
Filed2026-04-30
INTC
0.00%INTEL CORPORATION
Shares5.3K
Event2026-03-31
Filed2026-04-30
NFLX
0.00%NETFLIX INCORPORATED.
Shares2.4K
Event2026-03-31
Filed2026-04-30
EBAY
0.00%EBAY INCORPORATED.
Shares2.5K
Event2026-03-31
Filed2026-04-30
IPGP
0.00%IPG PHOTONICS CORPORATION
Shares2.0K
Event2026-03-31
Filed2026-04-30
VOOV
0.00%VANGUARD S&P 500 VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-30
BMI
0.00%BADGER METER INCORPORATED
Shares1.5K
Event2026-03-31
Filed2026-04-30
IWD
0.00%ISHARES TR RUS 1000 VAL ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
NEE
4.82%NEXTERA ENERGY INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-04-30
IYJ
0.00%ISHARES TR US INDUSTRIALS
Shares1.5K
Event2026-03-31
Filed2026-04-30
PHO
0.00%INVESCO WATER RESOURCES ETF
Shares3.3K
Event2026-03-31
Filed2026-04-30
PIO
0.00%INVESCO GLOBAL WATER RESOURCES ETF
Shares5.0K
Event2026-03-31
Filed2026-04-30
MMC
0.00%MARSH & MCLENNAN COMPANIES INCORPORATED
Shares1.3K
Event2026-03-31
Filed2026-04-30
ITRI
0.00%ITRON INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-04-30
DFCF
-0.14%DIMENSIONAL CORE FIXED INCOME ETF
Shares5.0K
Event2026-03-31
Filed2026-04-30
MUNI
0.00%PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND
Shares4.0K
Event2026-03-31
Filed2026-04-30
KO
8.04%COCA COLA COMPANY
Shares2.7K
Event2026-03-31
Filed2026-04-30
VTI
0.63%VANGUARD TOTAL STOCK MARKET ETF
Shares637
Event2026-03-31
Filed2026-04-30
UNH
1.94%UNITEDHEALTH GROUP INCORPORATED
Shares735
Event2026-03-31
Filed2026-04-30
HCA
0.00%HCA HEALTHCARE INCORPORATED
Shares419
Event2026-03-31
Filed2026-04-30
SPGI
-0.44%S&P GLOBAL INCORPORATED
Shares452
Event2026-03-31
Filed2026-04-30
TRGP
0.00%TARGA RES CORPORATION
Shares761
Event2026-03-31
Filed2026-04-30
DFSD
1.11%DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
Shares3.9K
Event2026-03-31
Filed2026-04-30
IWR
0.00%ISHARES TR RUS MID CAP ETF
Shares1.9K
Event2026-03-31
Filed2026-04-30
ERTH
0.00%INVESCO MSCI SUSTAINABLE FUTURE ETF
Shares4.0K
Event2026-03-31
Filed2026-04-30
VOX
0.00%VANGUARD COMMUNICATION SERVICES ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
HWM
0.00%HOWMET AEROSPACE INCORPORATED
Shares800
Event2026-03-31
Filed2026-04-30
CENCORA INCORPORATED
0.00%CENCORA INCORPORATED
Shares584
Event2026-03-31
Filed2026-04-30
QCOM
0.00%QUALCOMM INCORPORATED
Shares1.4K
Event2026-03-31
Filed2026-04-30
SFM
0.00%SPROUTS FMRS MKT INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-04-30
NUBD
0.00%NUVEEN ESG U.S. AGGREGATE BOND ETF
Shares8.1K
Event2026-03-31
Filed2026-04-30
IVV
0.00%ISHARES TR CORE S&P500 ETF
Shares274
Event2026-03-31
Filed2026-04-30
MS
0.00%MORGAN STANLEY COM NEW
Shares1.1K
Event2026-03-31
Filed2026-04-30
BROADCOM INCORPORATED
9.73%BROADCOM INCORPORATED
Shares575
Event2026-03-31
Filed2026-04-30
PFE
-0.42%PFIZER INCORPORATED
Shares6.2K
Event2026-03-31
Filed2026-04-30
WAB
-1.00%WABTEC
Shares692
Event2026-03-31
Filed2026-04-30
VGK
-23.14%VANGUARD FTSE EUROPE ETF
Shares2.1K
Event2026-03-31
Filed2026-04-30
IWB
0.00%ISHARES RUSSELL 1000 ETF
Shares478
Event2026-03-31
Filed2026-04-30
ITOT
0.00%ISHARES TR CORE S&P TTL STK
Shares1.2K
Event2026-03-31
Filed2026-04-30
GDXJ
0.00%VANECK JUNIOR GOLD MINERS ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
WCC
0.00%WESCO INTERNATIONAL INCORPORATED
Shares605
Event2026-03-31
Filed2026-04-30
USMV
0.00%ISHARES TR MSCI USA MIN VOL
Shares1.8K
Event2026-03-31
Filed2026-04-30
XEL
-0.05%XCEL ENERGY INCORPORATED
Shares2.1K
Event2026-03-31
Filed2026-04-30
FLSW
115.80%FRANKLIN FTSE SWITZERLAND ETF
Shares4.0K
Event2026-03-31
Filed2026-04-30
NXT
0.00%NEXTPOWER INCORPORATED CLASS A COM
Shares1.3K
Event2026-03-31
Filed2026-04-30
DFEM
1.22%DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
Shares4.6K
Event2026-03-31
Filed2026-04-30
CITIGROUP INCORPORATED COM NEW
0.00%CITIGROUP INCORPORATED COM NEW
Shares1.4K
Event2026-03-31
Filed2026-04-30
IQV
0.00%IQVIA HLDGS INCORPORATED
Shares933
Event2026-03-31
Filed2026-04-30
DIVO
0.17%AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares3.5K
Event2026-03-31
Filed2026-04-30
MAR
0.00%MARRIOTT INTERNATIONAL INCORPORATED
Shares480
Event2026-03-31
Filed2026-04-30
FDX
0.00%FEDEX CORPORATION
Shares437
Event2026-03-31
Filed2026-04-30
PPI
0.00%ASTORIA REAL ASSETS ETF
Shares7.4K
Event2026-03-31
Filed2026-04-30
CL
0.00%COLGATE PALMOLIVE COMPANY
Shares1.8K
Event2026-03-31
Filed2026-04-30
PMAR
-19.53%INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
Shares3.4K
Event2026-03-31
Filed2026-04-30
IVE
0.00%ISHARES TR S&P 500 VAL ETF
Shares715
Event2026-03-31
Filed2026-04-30
STERIS PLC SHS USD (IRELAND)
0.00%STERIS PLC SHS USD (IRELAND)
Shares674
Event2026-03-31
Filed2026-04-30
DFNL
0.00%DAVIS SELECT FINANCIAL ETF
Shares3.3K
Event2026-03-31
Filed2026-04-30
VOTE
-6.16%TCW TRANSFORM 500 ETF
Shares1.9K
Event2026-03-31
Filed2026-04-30
PSLV
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (CANADA)
Shares6.0K
Event2026-03-31
Filed2026-04-30
JEPI
0.00%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares2.5K
Event2026-03-31
Filed2026-04-30
GM
0.00%GENERAL MTRS COMPANY
Shares1.9K
Event2026-03-31
Filed2026-04-30
PBE
0.00%INVESCO BIOTECHNOLOGY & GENOME ETF
Shares1.8K
Event2026-03-31
Filed2026-04-30
DFGX
-1.79%DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF
Shares2.6K
Event2026-03-31
Filed2026-04-30
FIW
0.00%FIRST TRUST WATER ETF
Shares1.3K
Event2026-03-31
Filed2026-04-30
GIS
0.00%GENERAL MILLS INCORPORATED
Shares3.6K
Event2026-03-31
Filed2026-04-30
VTEB
0.00%VANGUARD TAX-EXEMPT BOND ETF
Shares2.7K
Event2026-03-31
Filed2026-04-30
MMIN
0.00%NYLI MACKAY MUNI INSURED ETF
Shares5.7K
Event2026-03-31
Filed2026-04-30
SO
0.00%SOUTHERN COMPANY
Shares1.4K
Event2026-03-31
Filed2026-04-30
JMST
0.00%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares2.6K
Event2026-03-31
Filed2026-04-30
VO
0.00%VANGUARD MID-CAP ETF
Shares461
Event2026-03-31
Filed2026-04-30
CROWN CASTLE INCORPORATED REIT
-0.37%CROWN CASTLE INCORPORATED REIT
Shares1.6K
Event2026-03-31
Filed2026-04-30
EQIX
5.51%EQUINIX INCORPORATED REIT
Shares134
Event2026-03-31
Filed2026-04-30
BP
0.00%BP PLC SPONSORED ADR (UNITED KINGDOM)
Shares2.8K
Event2026-03-31
Filed2026-04-30
TXN
7.07%TEXAS INSTRS INCORPORATED
Shares666
Event2026-03-31
Filed2026-04-30
KBH
0.00%KB HOME
Shares2.5K
Event2026-03-31
Filed2026-04-30
CHGX1
0.00%STANCE SUSTAINABLE BETA ETF
Shares4.7K
Event2026-03-31
Filed2026-04-30
IRDM
0.00%IRIDIUM COMMUNICATIONS INCORPORATED
Shares4.5K
Event2026-03-31
Filed2026-04-30
LAM RESEARCH CORPORATION COM NEW
4.29%LAM RESEARCH CORPORATION COM NEW
Shares584
Event2026-03-31
Filed2026-04-30
PHM
0.00%PULTE GROUP INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-04-30
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares178
Event2026-03-31
Filed2026-04-30
L
0.00%LOEWS CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-04-30
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK
Shares1.7K
Event2026-03-31
Filed2026-04-30
PYPL
0.00%PAYPAL HLDGS INCORPORATED
Shares2.7K
Event2026-03-31
Filed2026-04-30
AMT
0.00%AMERICAN TOWER CORPORATION REIT
Shares694
Event2026-03-31
Filed2026-04-30
HELO
0.00%JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Shares1.9K
Event2026-03-31
Filed2026-04-30
XVV
0.00%ISHARES TR ESG SELECT SCRE
Shares2.4K
Event2026-03-31
Filed2026-04-30
TM
4.94%TOYOTA MOTOR CORPORATION ADS (JAPAN)
Shares574
Event2026-03-31
Filed2026-04-30
ORLY
0.00%OREILLY AUTOMOTIVE INCORPORATED
Shares1.3K
Event2026-03-31
Filed2026-04-30
CAT
0.00%CATERPILLAR INCORPORATED
Shares166
Event2026-03-31
Filed2026-04-30
TFC
2.34%TRUIST FINL CORPORATION
Shares2.5K
Event2026-03-31
Filed2026-04-30
XYL
0.10%XYLEM INCORPORATED
Shares974
Event2026-03-31
Filed2026-04-30
VBK
0.00%VANGUARD SMALL-CAP GROWTH ETF
Shares385
Event2026-03-31
Filed2026-04-30
GSLC
0.00%GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
Shares910
Event2026-03-31
Filed2026-04-30
NUSC
-7.52%NUVEEN ESG SMALL-CAP ETF
Shares2.5K
Event2026-03-31
Filed2026-04-30
UTHR
0.00%UNITED THERAPEUTICS CORPORATION DEL
Shares190
Event2026-03-31
Filed2026-04-30
PBA
0.00%PEMBINA PIPELINE CORPORATION (CANADA)
Shares2.5K
Event2026-03-31
Filed2026-04-30
TILE
0.00%INTERFACE INCORPORATED
Shares4.5K
Event2026-03-31
Filed2026-04-30
ADM
-3.23%ARCHER DANIELS MIDLAND COMPANY
Shares1.5K
Event2026-03-31
Filed2026-04-30
DGCB
1.05%DIMENSIONAL GLOABL CREDIT ETF
Shares2.0K
Event2026-03-31
Filed2026-04-30
MOAT
0.00%VANECK MORNINGSTAR WIDE MOAT ETF
Shares1.1K
Event2026-03-31
Filed2026-04-30
MO
0.00%ALTRIA GROUP INCORPORATED
Shares1.6K
Event2026-03-31
Filed2026-04-30
HXL
0.00%HEXCEL CORPORATION NEW
Shares1.3K
Event2026-03-31
Filed2026-04-30
OEF
0.00%ISHARES TR S&P 100 ETF
Shares328
Event2026-03-31
Filed2026-04-30
SCHW
-5.36%SCHWAB CHARLES CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-04-30
SEDG
0.00%SOLAREDGE TECHNOLOGIES INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-04-30
CWT
0.00%CALIFORNIA WTR SVC GROUP
Shares2.3K
Event2026-03-31
Filed2026-04-30
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares378
Event2026-03-31
Filed2026-04-30
VFH
0.00%VANGUARD FINANCIALS ETF
Shares834
Event2026-03-31
Filed2026-04-30
VOE
0.00%VANGUARD MID-CAP VALUE ETF
Shares546
Event2026-03-31
Filed2026-04-30
WFC
4.39%WELLS FARGO & COMPANY
Shares1.3K
Event2026-03-31
Filed2026-04-30
IJJ
0.00%ISHARES TR S&P MC 400VL ETF
Shares753
Event2026-03-31
Filed2026-04-30
COF
33.66%CAPITAL ONE FINL CORPORATION
Shares544
Event2026-03-31
Filed2026-04-30
CHD
0.00%CHURCH & DWIGHT COMPANY INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-04-30
SUSA
0.00%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares731
Event2026-03-31
Filed2026-04-30
INVESCO QQQ TRUST
-14.43%INVESCO QQQ TRUST
Shares166
Event2026-03-31
Filed2026-04-30
HBAN
0.00%HUNTINGTON BANCSHARES INCORPORATED
Shares6.0K
Event2026-03-31
Filed2026-04-30
ITB
0.00%ISHARES TR US HOME CONS ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
GDX
0.00%VANECK GOLD MINERS ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
VLO
0.00%VALERO ENERGY CORPORATION
Shares361
Event2026-03-31
Filed2026-04-30
PPL
0.00%PPL CORPORATION
Shares2.3K
Event2026-03-31
Filed2026-04-30
BSV
0.00%VANGUARD SHORT-TERM BOND ETF
Shares1.1K
Event2026-03-31
Filed2026-04-30
PSX
0.00%PHILLIPS 66
Shares481
Event2026-03-31
Filed2026-04-30
ETY
0.00%EATON VANCE TAX-MANAGED DIVERS
Shares6.3K
Event2026-03-31
Filed2026-04-30
PM
11.44%PHILIP MORRIS INTERNATIONAL INCORPORATED
Shares526
Event2026-03-31
Filed2026-04-30
SIVR
NewABRDN PHYSICAL SILVER SHARES ETF
Shares1.2K
Event2026-03-31
Filed2026-04-30
STT
0.00%STATE STR CORPORATION
Shares675
Event2026-03-31
Filed2026-04-30
IYG
0.00%ISHARES TR U.S. FIN SVC ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
EFA
-18.87%ISHARES TR MSCI EAFE ETF
Shares860
Event2026-03-31
Filed2026-04-30
UBER
0.00%UBER TECHNOLOGIES INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-04-30
IJK
0.00%ISHARES TR S&P MC 400GR ETF
Shares827
Event2026-03-31
Filed2026-04-30
FANG
-11.58%DIAMONDBACK ENERGY INCORPORATED
Shares420
Event2026-03-31
Filed2026-04-30
DHR
0.00%DANAHER CORPORATION DEL
Shares438
Event2026-03-31
Filed2026-04-30
UAL
0.00%UNITED AIRLS HLDGS INCORPORATED
Shares900
Event2026-03-31
Filed2026-04-30
IYW
0.00%ISHARES TR U.S. TECH ETF
Shares450
Event2026-03-31
Filed2026-04-30
COP
-11.05%CONOCOPHILLIPS
Shares604
Event2026-03-31
Filed2026-04-30
DVN
-10.02%DEVON ENERGY CORPORATION NEW
Shares1.6K
Event2026-03-31
Filed2026-04-30
XLE
0.00%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares1.3K
Event2026-03-31
Filed2026-04-30
EOG
-1.29%EOG RES INCORPORATED
Shares534
Event2026-03-31
Filed2026-04-30
IWV
0.00%ISHARES TR RUSSELL 3000 ETF
Shares208
Event2026-03-31
Filed2026-04-30
MWA
0.00%MUELLER WTR PRODUCTS INCORPORATED COM SER A
Shares2.8K
Event2026-03-31
Filed2026-04-30
THG
0.00%HANOVER INS GROUP INCORPORATED
Shares439
Event2026-03-31
Filed2026-04-30
MPC
0.00%MARATHON PETE CORPORATION
Shares307
Event2026-03-31
Filed2026-04-30
SJNK
206.81%STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
Shares3.0K
Event2026-03-31
Filed2026-04-30
SUSC
0.00%ISHARES TR ESG AWRE USD ETF
Shares3.2K
Event2026-03-31
Filed2026-04-30
CB
0.00%CHUBB LIMITED SWITZ (SWITZERLAND)
Shares227
Event2026-03-31
Filed2026-04-30
CME
5.04%CME GROUP INCORPORATED
Shares250
Event2026-03-31
Filed2026-04-30
IEMG
-0.09%ISHARES INCORPORATED CORE MSCI EMKT
Shares1.1K
Event2026-03-31
Filed2026-04-30
IGRO
0.00%ISHARES TR INTL DIV GRWTH
Shares875
Event2026-03-31
Filed2026-04-30
STZ
0.00%CONSTELLATION BRANDS INCORPORATED CLASS A
Shares488
Event2026-03-31
Filed2026-04-30
BXMT
0.00%BLACKSTONE MORTGAGE TRUST INCORPORATED COM CLASS A REIT
Shares3.8K
Event2026-03-31
Filed2026-04-30
UNILEVER PLC SPON ADR NEW (UNITED KINGDOM)
-3.05%UNILEVER PLC SPON ADR NEW (UNITED KINGDOM)
Shares1.3K
Event2026-03-31
Filed2026-04-30
KMB
-1.61%KIMBERLY-CLARK CORPORATION
Shares735
Event2026-03-31
Filed2026-04-30
D
0.00%DOMINION ENERGY INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-04-30
MCHI
0.00%ISHARES TR MSCI CHINA ETF
Shares1.3K
Event2026-03-31
Filed2026-04-30
RTX
15.97%RTX CORPORATION
Shares363
Event2026-03-31
Filed2026-04-30
CEG
0.00%CONSTELLATION ENERGY CORPORATION
Shares250
Event2026-03-31
Filed2026-04-30
AMAT
0.00%APPLIED MATLS INCORPORATED
Shares204
Event2026-03-31
Filed2026-04-30
DFSV
-0.40%DIMENSIONAL US SMALL CAP VALUE ETF
Shares2.0K
Event2026-03-31
Filed2026-04-30
JBL
0.00%JABIL INCORPORATED
Shares260
Event2026-03-31
Filed2026-04-30
SOLV
0.00%SOLVENTUM CORPORATION COM SHS
Shares1.0K
Event2026-03-31
Filed2026-04-30
VNLA
0.00%JANUS HENDERSON SHORT DURATION INCOME ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
MSI
0.00%MOTOROLA SOLUTIONS INCORPORATED COM NEW
Shares156
Event2026-03-31
Filed2026-04-30
CVS
0.00%CVS HEALTH CORPORATION
Shares928
Event2026-03-31
Filed2026-04-30
FRDM
-3.79%FREEDOM 100 EMERGING MARKETS ETF
Shares1.2K
Event2026-03-31
Filed2026-04-30
DUHP
-1.75%DIMENSIONAL US HIGH PROFITABILITY ETF
Shares1.8K
Event2026-03-31
Filed2026-04-30
NULV
-29.52%NUVEEN ESG LARGE-CAP VALUE ETF
Shares1.5K
Event2026-03-31
Filed2026-04-30
ZION
0.00%ZIONS BANCORPORATION NATL ASSOCIATION
Shares1.1K
Event2026-03-31
Filed2026-04-30
IHI
0.00%ISHARES TR U.S. MED DVC ETF
Shares1.2K
Event2026-03-31
Filed2026-04-30
PHG
0.00%KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
Shares2.4K
Event2026-03-31
Filed2026-04-30
HASI
-6.32%HA SUSTAINABLE INFRA CAP INCORPORATED
Shares1.8K
Event2026-03-31
Filed2026-04-30
FDUS
0.00%FIDUS INVT CORPORATION
Shares3.7K
Event2026-03-31
Filed2026-04-30
NULG
0.00%NUVEEN ESG LARGE-CAP GROWTH ETF
Shares690
Event2026-03-31
Filed2026-04-30
SWKS
0.00%SKYWORKS SOLUTIONS INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-04-30
MDLZ
0.00%MONDELEZ INTERNATIONAL INCORPORATED CLASS A
Shares1.1K
Event2026-03-31
Filed2026-04-30
SCHM
0.00%SCHWAB U.S. MID-CAP ETF
Shares2.0K
Event2026-03-31
Filed2026-04-30
XMHQ
0.00%INVESCO S&P MIDCAP QUALITY ETF
Shares594
Event2026-03-31
Filed2026-04-30
WBD
0.00%WARNER BROS DISCOVERY INCORPORATED COM SER A
Shares2.2K
Event2026-03-31
Filed2026-04-30
AFL
0.00%AFLAC INCORPORATED
Shares554
Event2026-03-31
Filed2026-04-30
USSG
0.00%XTRACKERS MSCI USA SELECTION EQUITY ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
F
0.00%FORD MTR COMPANY
Shares5.0K
Event2026-03-31
Filed2026-04-30
WMB
40.39%WILLIAMS COMPANIES INCORPORATED
Shares782
Event2026-03-31
Filed2026-04-30
QUAL
0.00%ISHARES TR MSCI USA QLT FCT
Shares296
Event2026-03-31
Filed2026-04-30
BLACKSTONE INCORPORATED
-39.78%BLACKSTONE INCORPORATED
Shares492
Event2026-03-31
Filed2026-04-30
DVY
-28.05%ISHARES TR SELECT DIVID ETF
Shares372
Event2026-03-31
Filed2026-04-30
FXI
0.00%ISHARES TR CHINA LG-CAP ETF
Shares1.6K
Event2026-03-31
Filed2026-04-30
EXG
0.00%EATON VANCE TAX-MANAGED GLOBAL
Shares6.4K
Event2026-03-31
Filed2026-04-30
TDY
0.00%TELEDYNE TECHNOLOGIES INCORPORATED
Shares91
Event2026-03-31
Filed2026-04-30
EGBN
-2.30%EAGLE BANCORPORATION INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-04-30
TJX
26.01%TJX COMPANIES INCORPORATED NEW
Shares344
Event2026-03-31
Filed2026-04-30
NUMG
0.00%NUVEEN ESG MID-CAP GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-04-30
TRP
0.00%TC ENERGY CORPORATION (CANADA)
Shares871
Event2026-03-31
Filed2026-04-30
SHEL
0.00%SHELL PLC SPON ADS (UNITED KINGDOM)
Shares575
Event2026-03-31
Filed2026-04-30
SPMD
0.00%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares900
Event2026-03-31
Filed2026-04-30
XLY
0.00%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR
Shares488
Event2026-03-31
Filed2026-04-30
EA
0.00%ELECTRONIC ARTS INCORPORATED
Shares256
Event2026-03-31
Filed2026-04-30
NTAP
0.00%NETAPP INCORPORATED
Shares508
Event2026-03-31
Filed2026-04-30
IJR
0.00%ISHARES TR CORE S&P SCP ETF
Shares416
Event2026-03-31
Filed2026-04-30
GILD
15.36%GILEAD SCIENCES INCORPORATED
Shares368
Event2026-03-31
Filed2026-04-30
CSX
0.00%CSX CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-04-30
PKW
0.00%INVESCO BUYBACK ACHIEVERS ETF
Shares382
Event2026-03-31
Filed2026-04-30
FEX
0.00%FIRST TRUST LARGE CAP CORE ALPHADEX FUND
Shares411
Event2026-03-31
Filed2026-04-30
BK
0.00%BANK NEW YORK MELLON CORPORATION
Shares420
Event2026-03-31
Filed2026-04-30
XITK
0.00%STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF
Shares336
Event2026-03-31
Filed2026-04-30
TRN
0.00%TRINITY INDUSTRIES INCORPORATED
Shares1.5K
Event2026-03-31
Filed2026-04-30
LUV
0.00%SOUTHWEST AIRLS COMPANY
Shares1.3K
Event2026-03-31
Filed2026-04-30
MFC
0.00%MANULIFE FINL CORPORATION (CANADA)
Shares1.4K
Event2026-03-31
Filed2026-04-30
IWP
0.00%ISHARES TR RUS MD CP GR ETF
Shares381
Event2026-03-31
Filed2026-04-30
RGA
77.04%REINSURANCE GROUP AMER INCORPORATED COM NEW
Shares239
Event2026-03-31
Filed2026-04-30
WTFC
0.00%WINTRUST FINL CORPORATION
Shares348
Event2026-03-31
Filed2026-04-30
MCHP
0.00%MICROCHIP TECHNOLOGY INCORPORATED.
Shares742
Event2026-03-31
Filed2026-04-30
AWK
0.00%AMERICAN WTR WKS COMPANY INCORPORATED NEW
Shares352
Event2026-03-31
Filed2026-04-30
VV
0.00%VANGUARD LARGE-CAP ETF
Shares160
Event2026-03-31
Filed2026-04-30
UPS
129.86%UNITED PARCEL SVCS INCORPORATED CLASS B
Shares485
Event2026-03-31
Filed2026-04-30
TE CONNECTIVITY PLC ORD SHS (IRELAND)
0.00%TE CONNECTIVITY PLC ORD SHS (IRELAND)
Shares226
Event2026-03-31
Filed2026-04-30
CHH
0.00%CHOICE HOTELS INTERNATIONAL INCORPORATED
Shares455
Event2026-03-31
Filed2026-04-30
PGX
0.00%INVESCO PREFERRED ETF
Shares4.3K
Event2026-03-31
Filed2026-04-30
META
20.59%META PLATFORMS INCORPORATED CLASS A
Shares82
Event2026-03-31
Filed2026-04-30
UTF
0.00%COHEN & STEERS INFRASTRUCTURE
Shares1.8K
Event2026-03-31
Filed2026-04-30
VFLO
0.00%VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW
Shares1.2K
Event2026-03-31
Filed2026-04-30
IJS
0.00%ISHARES TR SP SMCP600VL ETF
Shares388
Event2026-03-31
Filed2026-04-30
ORI
0.00%OLD REP INTERNATIONAL CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-04-30
WPC
0.00%WP CAREY INCORPORATED REIT
Shares672
Event2026-03-31
Filed2026-04-30
UNM
0.00%UNUM GROUP
Shares620
Event2026-03-31
Filed2026-04-30
O
5.87%REALTY INCOME CORPORATION REIT
Shares740
Event2026-03-31
Filed2026-04-30
INGR
0.00%INGREDION INCORPORATED
Shares400
Event2026-03-31
Filed2026-04-30
MGA
0.00%MAGNA INTERNATIONAL INCORPORATED (CANADA)
Shares800
Event2026-03-31
Filed2026-04-30
IR
0.00%INGERSOLL RAND INCORPORATED
Shares556
Event2026-03-31
Filed2026-04-30
HON
-1.51%HONEYWELL INTERNATIONAL INCORPORATED
Shares196
Event2026-03-31
Filed2026-04-30
DAL
0.00%DELTA AIR LINES INCORPORATED COM NEW
Shares665
Event2026-03-31
Filed2026-04-30
XLU
0.00%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares958
Event2026-03-31
Filed2026-04-30
ASGI
0.00%ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT
Shares2.0K
Event2026-03-31
Filed2026-04-30
MCK
0.00%MCKESSON CORPORATION
Shares50
Event2026-03-31
Filed2026-04-30
DLR
0.00%DIGITAL RLTY TR INCORPORATED REIT
Shares240
Event2026-03-31
Filed2026-04-30
VBR
0.00%VANGUARD SMALL-CAP VALUE ETF
Shares194
Event2026-03-31
Filed2026-04-30
PH
0.00%PARKER-HANNIFIN CORPORATION
Shares47
Event2026-03-31
Filed2026-04-30
SUSB
0.00%ISHARES TR ESG AWRE 1 5 YR
Shares1.7K
Event2026-03-31
Filed2026-04-30
LOW
0.00%LOWES COMPANIES INCORPORATED
Shares178
Event2026-03-31
Filed2026-04-30
TD
0.00%TORONTO DOMINION BK ONT COM NEW (CANADA)
Shares450
Event2026-03-31
Filed2026-04-30
RBC
45.28%RBC BEARINGS INCORPORATED
Shares77
Event2026-03-31
Filed2026-04-30
AKRE FOCUS ETF
0.00%AKRE FOCUS ETF
Shares780
Event2026-03-31
Filed2026-04-30
XLP
0.00%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares499
Event2026-03-31
Filed2026-04-30
XLK
0.00%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares300
Event2026-03-31
Filed2026-04-30
ECL
0.00%ECOLAB INCORPORATED
Shares150
Event2026-03-31
Filed2026-04-30
JSI
0.00%JANUS HENDERSON SECURITIZED INCOME ETF
Shares773
Event2026-03-31
Filed2026-04-30
CANADIAN PACIFIC KANSAS CITY (CANADA)
0.00%CANADIAN PACIFIC KANSAS CITY (CANADA)
Shares504
Event2026-03-31
Filed2026-04-30
PPG
0.00%PPG INDUSTRIES INCORPORATED
Shares368
Event2026-03-31
Filed2026-04-30
LMT
0.00%LOCKHEED MARTIN CORPORATION
Shares65
Event2026-03-31
Filed2026-04-30
AMP
0.00%AMERIPRISE FINL INCORPORATED
Shares88
Event2026-03-31
Filed2026-04-30
INVESCO S&P 500 LOW VOLATILITY ETF
0.00%INVESCO S&P 500 LOW VOLATILITY ETF
Shares534
Event2026-03-31
Filed2026-04-30
CRWD
0.00%CROWDSTRIKE HLDGS INCORPORATED CLASS A
Shares100
Event2026-03-31
Filed2026-04-30
DUSA
0.00%DAVIS SELECT U.S. EQUITY ETF
Shares768
Event2026-03-31
Filed2026-04-30
VMBS
0.00%VANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares829
Event2026-03-31
Filed2026-04-30
DUKE ENERGY CORPORATION NEW COM NEW
53.09%DUKE ENERGY CORPORATION NEW COM NEW
Shares297
Event2026-03-31
Filed2026-04-30
TRV
0.00%TRAVELERS COMPANIES INCORPORATED
Shares133
Event2026-03-31
Filed2026-04-30
LEN
0.00%LENNAR CORPORATION CLASS A
Shares444
Event2026-03-31
Filed2026-04-30
MDYV
0.00%STATE STREET SPDR S&P 400 MID CAP VALUE ETF
Shares452
Event2026-03-31
Filed2026-04-30
JHMM
0.00%JOHN HANCOCK MULTIFACTOR MID CAP ETF
Shares562
Event2026-03-31
Filed2026-04-30
ALK
0.00%ALASKA AIR GROUP INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-04-30
SPHQ
0.00%INVESCO S&P 500 QUALITY ETF
Shares497
Event2026-03-31
Filed2026-04-30
DFGR
0.14%DIMENSIONAL GLOBAL REAL ESTATE ETF
Shares1.4K
Event2026-03-31
Filed2026-04-30
EXC
0.00%EXELON CORPORATION
Shares750
Event2026-03-31
Filed2026-04-30
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares454
Event2026-03-31
Filed2026-04-30
RF
0.00%REGIONS FINANCIAL CORPORATION NEW
Shares1.4K
Event2026-03-31
Filed2026-04-30
BBY
-5.30%BEST BUY INCORPORATED
Shares554
Event2026-03-31
Filed2026-04-30
STANLEY BLACK & DECKER INCORPORATED
0.00%STANLEY BLACK & DECKER INCORPORATED
Shares500
Event2026-03-31
Filed2026-04-30
IBIT
0.00%ISHARES BITCOIN TRUST ETF SHS BEN INT
Shares924
Event2026-03-31
Filed2026-04-30
CCL
0.00%CARNIVAL CORPORATION COMMON STOCK (PANAMA)
Shares1.4K
Event2026-03-31
Filed2026-04-30
NUEM
0.00%NUVEEN ESG EMERGING MARKETS EQUITY ETF
Shares963
Event2026-03-31
Filed2026-04-30
GENERAL DYNAMICS CORPORATION
0.00%GENERAL DYNAMICS CORPORATION
Shares103
Event2026-03-31
Filed2026-04-30
VTIP
0.00%VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD
Shares703
Event2026-03-31
Filed2026-04-30
PAVE
0.00%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares688
Event2026-03-31
Filed2026-04-30
BEP
0.00%BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT (BERMUDA)
Shares1.1K
Event2026-03-31
Filed2026-04-30
XLG
0.00%INVESCO S&P 500 TOP 50 ETF
Shares636
Event2026-03-31
Filed2026-04-30
HQH
3.46%ABRDN HEALTHCARE INVESTORS SH BEN INT
Shares1.9K
Event2026-03-31
Filed2026-04-30
PANW
0.00%PALO ALTO NETWORKS INCORPORATED
Shares213
Event2026-03-31
Filed2026-04-30
PSA
0.00%PUBLIC STORAGE OPER COMPANY REIT
Shares126
Event2026-03-31
Filed2026-04-30
ONTO
147.76%ONTO INNOVATION INCORPORATED
Shares166
Event2026-03-31
Filed2026-04-30
OXY
-49.90%OCCIDENTAL PETE CORPORATION
Shares522
Event2026-03-31
Filed2026-04-30
USB
0.00%US BANCORP COM NEW
Shares652
Event2026-03-31
Filed2026-04-30
VT
11.93%VANGUARD TOTAL WORLD STOCK ETF
Shares244
Event2026-03-31
Filed2026-04-30
CWEN
0.00%CLEARWAY ENERGY INCORPORATED CLASS C
Shares858
Event2026-03-31
Filed2026-04-30
BDX
0.00%BECTON DICKINSON & COMPANY
Shares213
Event2026-03-31
Filed2026-04-30
SHYG
0.00%ISHARES TR 0-5YR HI YL CP
Shares785
Event2026-03-31
Filed2026-04-30
CVMC
0.00%MORGAN STANLEY ETF TR CALVERT US MID CAP CORE
Shares516
Event2026-03-31
Filed2026-04-30
PEY
0.00%INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
Shares1.5K
Event2026-03-31
Filed2026-04-30
SHY
0.00%ISHARES TR 1 3 YR TREAS BD
Shares394
Event2026-03-31
Filed2026-04-30
ICF
0.00%ISHARES TR SELECT US REIT
Shares520
Event2026-03-31
Filed2026-04-30
LHX
0.00%L3HARRIS TECHNOLOGIES INCORPORATED
Shares93
Event2026-03-31
Filed2026-04-30
RYAAY
0.00%RYANAIR HOLDINGS PLC SPONSORED ADR (IRELAND)
Shares555
Event2026-03-31
Filed2026-04-30
ITW
0.00%ILLINOIS TOOL WKS INCORPORATED
Shares123
Event2026-03-31
Filed2026-04-30
VPL
-62.86%VANGUARD FTSE PACIFIC ETF
Shares322
Event2026-03-31
Filed2026-04-30
ENTG
191.30%ENTEGRIS INCORPORATED
Shares268
Event2026-03-31
Filed2026-04-30
EW
0.00%EDWARDS LIFESCIENCES CORPORATION
Shares390
Event2026-03-31
Filed2026-04-30
ALLE
0.00%ALLEGION PLC ORD SHS (IRELAND)
Shares211
Event2026-03-31
Filed2026-04-30
WSM
229.41%WILLIAMS SONOMA INCORPORATED
Shares168
Event2026-03-31
Filed2026-04-30
AMG
0.00%AFFILIATED MANAGERS GROUP
Shares110
Event2026-03-31
Filed2026-04-30
PLD
0.00%PROLOGIS INCORPORATED. REIT
Shares229
Event2026-03-31
Filed2026-04-30
WY
0.00%WEYERHAEUSER COMPANY COM NEW REIT
Shares1.2K
Event2026-03-31
Filed2026-04-30
HEFA
0.00%ISHARES TR HDG MSCI EAFE
Shares707
Event2026-03-31
Filed2026-04-30
KR
0.00%KROGER COMPANY
Shares412
Event2026-03-31
Filed2026-04-30
RVTY
0.00%REVVITY INCORPORATED
Shares340
Event2026-03-31
Filed2026-04-30
HIG
0.00%HARTFORD INSURANCE GROUP INCORPORATED
Shares216
Event2026-03-31
Filed2026-04-30
BC
NewBRUNSWICK CORPORATION
Shares400
Event2026-03-31
Filed2026-04-30
AON PLC SHS CL A (IRELAND)
0.00%AON PLC SHS CL A (IRELAND)
Shares90
Event2026-03-31
Filed2026-04-30
WCMI
-46.49%FIRST TRUST WCM INTERNATIONAL EQUITY ETF
Shares1.7K
Event2026-03-31
Filed2026-04-30
DGX
0.00%QUEST DIAGNOSTICS INCORPORATED
Shares148
Event2026-03-31
Filed2026-04-30
ETG
0.00%EATON VANCE TX ADV GLBL DIV FD
Shares1.4K
Event2026-03-31
Filed2026-04-30
DISV
2.66%DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
Shares732
Event2026-03-31
Filed2026-04-30
COHERENT CORPORATION
0.00%COHERENT CORPORATION
Shares121
Event2026-03-31
Filed2026-04-30
PRMB
0.00%PRIMO BRANDS CORPORATION CLASS A COM SHS
Shares1.5K
Event2026-03-31
Filed2026-04-30
FFWM
0.00%FIRST FNDTN INCORPORATED
Shares4.9K
Event2026-03-31
Filed2026-04-30
TMUS
40.21%T-MOBILE US INCORPORATED
Shares136
Event2026-03-31
Filed2026-04-30
DVYE
NewISHARES INCORPORATED EM MKTS DIV ETF
Shares830
Event2026-03-31
Filed2026-04-30
FROG
242.61%JFROG LIMITED ORD SHS (ISRAEL)
Shares603
Event2026-03-31
Filed2026-04-30
FSCO
0.00%FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK
Shares5.5K
Event2026-03-31
Filed2026-04-30
IVT
0.00%INVENTRUST PPTYS CORPORATION COM NEW REIT
Shares905
Event2026-03-31
Filed2026-04-30
AEE
0.00%AMEREN CORPORATION
Shares250
Event2026-03-31
Filed2026-04-30
AEIS
0.00%ADVANCED ENERGY INDUSTRIES
Shares85
Event2026-03-31
Filed2026-04-30
BSX
0.00%BOSTON SCIENTIFIC CORPORATION
Shares432
Event2026-03-31
Filed2026-04-30
GSK PLC SPONSORED ADR (UNITED KINGDOM)
0.00%GSK PLC SPONSORED ADR (UNITED KINGDOM)
Shares487
Event2026-03-31
Filed2026-04-30
DSI
0.00%ISHARES TR ESG MSCI KLD 400
Shares220
Event2026-03-31
Filed2026-04-30
ZD
0.00%ZIFF DAVIS INCORPORATED
Shares635
Event2026-03-31
Filed2026-04-30
CHRW
79.78%C H ROBINSON WORLDWIDE IN COM NEW
Shares160
Event2026-03-31
Filed2026-04-30
LGND
0.00%LIGAND PHARMACEUTICALS INCORPORATED COM NEW
Shares133
Event2026-03-31
Filed2026-04-30
ALSN
NewALLISON TRANSMISSION HLDGS INCORPORATED
Shares226
Event2026-03-31
Filed2026-04-30
GOLF
170.19%ACUSHNET HLDGS CORPORATION
Shares281
Event2026-03-31
Filed2026-04-30
PFGC
0.00%PERFORMANCE FOOD GROUP COMPANY
Shares302
Event2026-03-31
Filed2026-04-30
MTB
0.00%M & T BK CORPORATION
Shares125
Event2026-03-31
Filed2026-04-30
NTR
0.00%NUTRIEN LIMITED (CANADA)
Shares338
Event2026-03-31
Filed2026-04-30
KN
212.86%KNOWLES CORPORATION
Shares973
Event2026-03-31
Filed2026-04-30
SCHB
-24.21%SCHWAB U.S. BROAD MARKET ETF
Shares989
Event2026-03-31
Filed2026-04-30
LINDE PLC SHS (IRELAND)
42.86%LINDE PLC SHS (IRELAND)
Shares50
Event2026-03-31
Filed2026-04-30
NMRK
366.29%NEWMARK GROUP INCORPORATED CLASS A
Shares1.6K
Event2026-03-31
Filed2026-04-30
CORP
0.00%PIMCO INVESTMENT GRADE CORPORATE BOND INDEX FUND
Shares253
Event2026-03-31
Filed2026-04-30
ACA
0.00%ARCOSA INCORPORATED
Shares226
Event2026-03-31
Filed2026-04-30
VMI
0.00%VALMONT INDUSTRIES INCORPORATED
Shares60
Event2026-03-31
Filed2026-04-30
POST
0.00%POST HLDGS INCORPORATED
Shares242
Event2026-03-31
Filed2026-04-30
DIHP
-1.33%DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
Shares740
Event2026-03-31
Filed2026-04-30
GOVT
0.00%ISHARES TR US TREAS BD ETF
Shares1.0K
Event2026-03-31
Filed2026-04-30
EUDG
0.00%WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND
Shares626
Event2026-03-31
Filed2026-04-30
BOND
0.00%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares246
Event2026-03-31
Filed2026-04-30
DON
0.00%WISDOMTREE U.S. MIDCAP DIVIDEND FUND
Shares426
Event2026-03-31
Filed2026-04-30
ADX
2.01%ADAMS DIVERSIFIED EQUITY FD
Shares1.0K
Event2026-03-31
Filed2026-04-30
HLI
236.96%HOULIHAN LOKEY INCORPORATED CLASS A
Shares155
Event2026-03-31
Filed2026-04-30
WHD
NewCACTUS INCORPORATED CLASS A
Shares469
Event2026-03-31
Filed2026-04-30
TECH
NewBIO-TECHNE CORPORATION
Shares423
Event2026-03-31
Filed2026-04-30
DHI
0.00%D R HORTON INCORPORATED
Shares160
Event2026-03-31
Filed2026-04-30
SGOV
0.00%ISHARES TR 0-3 MNTH TREASRY
Shares218
Event2026-03-31
Filed2026-04-30
PLTR
0.00%PALANTIR TECHNOLOGIES INCORPORATED CLASS A
Shares148
Event2026-03-31
Filed2026-04-30
ADBE
-1.11%ADOBE INCORPORATED
Shares89
Event2026-03-31
Filed2026-04-30
ISHARES GOLD TR ISHARES NEW
0.00%ISHARES GOLD TR ISHARES NEW
Shares243
Event2026-03-31
Filed2026-04-30
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
2.86%ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
Shares108
Event2026-03-31
Filed2026-04-30
NATIONAL GRID PLC SPONSORED ADR NE
0.00%NATIONAL GRID PLC SPONSORED ADR NE
Shares250
Event2026-03-31
Filed2026-04-30
AVT
0.00%AVNET INCORPORATED
Shares341
Event2026-03-31
Filed2026-04-30
BA
0.00%BOEING COMPANY
Shares103
Event2026-03-31
Filed2026-04-30
NUMV
0.00%NUVEEN ESG MID-CAP VALUE ETF
Shares519
Event2026-03-31
Filed2026-04-30
PBH
NewPRESTIGE CONSMR HEALTHCARE INCORPORATED
Shares339
Event2026-03-31
Filed2026-04-30
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares225
Event2026-03-31
Filed2026-04-30
NOC
0.00%NORTHROP GRUMMAN CORPORATION
Shares29
Event2026-03-31
Filed2026-04-30
MTUM
-24.07%ISHARES TR MSCI USA MMENTM
Shares82
Event2026-03-31
Filed2026-04-30
NDSN
151.72%NORDSON CORPORATION
Shares73
Event2026-03-31
Filed2026-04-30
BLACKROCK INCORPORATED
53.85%BLACKROCK INCORPORATED
Shares20
Event2026-03-31
Filed2026-04-30
TDIV
0.00%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares202
Event2026-03-31
Filed2026-04-30
KNF
266.67%KNIFE RIVER CORPORATION COMMON STOCK
Shares231
Event2026-03-31
Filed2026-04-30
KEYS
0.00%KEYSIGHT TECHNOLOGIES INCORPORATED
Shares66
Event2026-03-31
Filed2026-04-30
SSD
145.45%SIMPSON MFG INCORPORATED
Shares108
Event2026-03-31
Filed2026-04-30
IUSG
0.00%ISHARES TR CORE S&P US GWT
Shares117
Event2026-03-31
Filed2026-04-30
USIG
0.00%ISHARES TR USD INV GRDE ETF
Shares352
Event2026-03-31
Filed2026-04-30
DCI
0.00%DONALDSON INCORPORATED
Shares212
Event2026-03-31
Filed2026-04-30
BGR
0.00%BLACKROCK ENERGY & RES TR
Shares1.0K
Event2026-03-31
Filed2026-04-30
USFD
0.00%US FOODS HLDG CORPORATION
Shares192
Event2026-03-31
Filed2026-04-30
VPU
0.00%VANGUARD UTILITIES ETF
Shares89
Event2026-03-31
Filed2026-04-30
AR
213.64%ANTERO RESOURCES CORPORATION
Shares414
Event2026-03-31
Filed2026-04-30
VERSANT MEDIA GROUP INCORPORATED COM CLASS A
NewVERSANT MEDIA GROUP INCORPORATED COM CLASS A
Shares471
Event2026-03-31
Filed2026-04-30
LAUR
0.00%LAUREATE ED INCORPORATED COMMON STOCK
Shares500
Event2026-03-31
Filed2026-04-30
CACI
NewCACI INTERNATIONAL INCORPORATED CLASS A
Shares32
Event2026-03-31
Filed2026-04-30
MNST
0.00%MONSTER BEVERAGE CORPORATION NEW
Shares238
Event2026-03-31
Filed2026-04-30
ZTS
0.00%ZOETIS INCORPORATED CLASS A
Shares145
Event2026-03-31
Filed2026-04-30
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available