The Analysis of Missouri Trust & Investment Co's Holdings & P&L


Currently, Missouri Trust & Investment Co holds 411 types of securities in its portfolio with a total value $340.8M. In the most recent quarter, they have increased their positions in N/A (+25.1K shares, valued at $2.9M), SCHA (+61.8K shares, valued at $1.8M), ITA (+7.0K shares, valued at $1.5M); decreased their positions in FDX (-5.5K shares, valued at $2.0M), SCHX (-23.0K shares, valued at $590.1K), IEMG (-3.8K shares, valued at $262.5K); initiated new positions in N/A (+25.1K shares, valued at $2.9M), IYW (+750 shares, valued at $136.1K), IXUS (+1.1K shares, valued at $97.5K).


1M P&L
+10.7M+3.21%
3M P&L
+464.6K+0.14%
HY P&L
+7.8M+2.33%

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/A99.9M
30.8%
2Software - Infrastructure40.8M
12.6%
3Auto Parts38.3M
11.8%

Top Industries by Stock Count

1N/A108 stocks
29.3%
2Software - Application18 stocks
4.9%
3Drug Manufacturers - General11 stocks
3.0%
Stock Holdings
ORLY
O'Reilly Automotive Inc
0.11%
Shares420.0K
Event2026-03-31
Filed2026-05-14
AAPL
Apple Inc
0.04%
Shares134.0K
Event2026-03-31
Filed2026-05-14
MSFT
Microsoft Corp
0.20%
Shares68.8K
Event2026-03-31
Filed2026-05-14
IDEV
iShares Core MSCI Intl Developed Markets ETF
9.72%
Shares187.0K
Event2026-03-31
Filed2026-05-14
SCHA
Schwab US Small Cap ETF
15.93%
Shares449.8K
Event2026-03-31
Filed2026-05-14
SCHM
Schwab US Mid-cap ETF
-0.68%
Shares364.8K
Event2026-03-31
Filed2026-05-14
IEMG
iShares Core MSCI Emerging Markets ETF
-2.53%
Shares145.2K
Event2026-03-31
Filed2026-05-14
SJNK
State Street Spdr Bloomberg Short Term High Yield Bond ETF
5.60%
Shares249.2K
Event2026-03-31
Filed2026-05-14
JPM
JP Morgan Chase & Co
2.71%
Shares19.6K
Event2026-03-31
Filed2026-05-14
NVDA
Nvidia Corp
3.02%
Shares30.5K
Event2026-03-31
Filed2026-05-14
Alphabet Inc Cl A
Alphabet Inc Cl A
3.98%
Shares17.5K
Event2026-03-31
Filed2026-05-14
AMZN
Amazon.com Inc
1.22%
Shares23.8K
Event2026-03-31
Filed2026-05-14
CVX
Chevron Corporation
1.29%
Shares22.2K
Event2026-03-31
Filed2026-05-14
SCHX
Schwab US Large Cap ETF
-12.55%
Shares160.4K
Event2026-03-31
Filed2026-05-14
PANW
Palo Alto Networks Inc
7.86%
Shares24.5K
Event2026-03-31
Filed2026-05-14
GUNR
Flexshares Global Upstream Natural Resources Index ETF
-2.69%
Shares68.8K
Event2026-03-31
Filed2026-05-14
HON
Honeywell Intl Inc
-0.66%
Shares14.9K
Event2026-03-31
Filed2026-05-14
NFRA
Flexshares STOXX Global Broad Infrastructure Index ETF
-0.42%
Shares52.4K
Event2026-03-31
Filed2026-05-14
IJH
iShares S&P Mid Cap 400 Index ETF
2.33%
Shares44.7K
Event2026-03-31
Filed2026-05-14
BA
Boeing Co
9.35%
Shares15.0K
Event2026-03-31
Filed2026-05-14
ARKK
Ark Innovation ETF
6.29%
Shares43.8K
Event2026-03-31
Filed2026-05-14
GQRE
Flexshares Global Quality Real Estate Index ETF
-0.59%
Shares48.5K
Event2026-03-31
Filed2026-05-14
Qnity Electronics Inc
Qnity Electronics Inc
New
Shares25.1K
Event2026-03-31
Filed2026-05-14
VO
Vanguard Mid Cap ETF
2.67%
Shares9.6K
Event2026-03-31
Filed2026-05-14
NEE
Nextera Energy Inc
-3.97%
Shares29.2K
Event2026-03-31
Filed2026-05-14
WMT
Wal-Mart Inc
0.02%
Shares21.2K
Event2026-03-31
Filed2026-05-14
CAT
Caterpillar Inc
-0.69%
Shares3.6K
Event2026-03-31
Filed2026-05-14
META
Meta Platforms Inc
10.73%
Shares4.4K
Event2026-03-31
Filed2026-05-14
ORCL
Oracle Corp
-2.43%
Shares16.8K
Event2026-03-31
Filed2026-05-14
CSCO
Cisco Systems Inc
11.80%
Shares31.2K
Event2026-03-31
Filed2026-05-14
PG
Procter & Gamble Co
6.88%
Shares16.7K
Event2026-03-31
Filed2026-05-14
IJR
iShares Core S&P Small-Cap ETF
2.69%
Shares18.9K
Event2026-03-31
Filed2026-05-14
CVS
CVS Health Corp
12.70%
Shares31.7K
Event2026-03-31
Filed2026-05-14
UNH
Unitedhealth Group Inc
50.48%
Shares8.3K
Event2026-03-31
Filed2026-05-14
Blackstone Inc
Blackstone Inc
21.52%
Shares17.3K
Event2026-03-31
Filed2026-05-14
CRM
Salesforce, Inc
5.35%
Shares10.6K
Event2026-03-31
Filed2026-05-14
BIIB
Biogen Inc
22.26%
Shares10.4K
Event2026-03-31
Filed2026-05-14
AMT
American Tower Corp Reit
11.76%
Shares10.9K
Event2026-03-31
Filed2026-05-14
PFE
Pfizer Inc
1.72%
Shares65.6K
Event2026-03-31
Filed2026-05-14
ZBH
Zimmer Biomet Holdings
11.59%
Shares20.4K
Event2026-03-31
Filed2026-05-14
CB
Chubb Ltd Corp
17.18%
Shares5.5K
Event2026-03-31
Filed2026-05-14
HYMB
State Street Spdr Nuveen Ice High Yield Municipal Bond ETF
34.34%
Shares71.4K
Event2026-03-31
Filed2026-05-14
BABA
Alibaba Group Hldg Ltd Sponsored ADR
-0.11%
Shares13.9K
Event2026-03-31
Filed2026-05-14
PEP
Pepsico Inc
3.30%
Shares11.0K
Event2026-03-31
Filed2026-05-14
SPY
State Street SPDR S&P 500 ETF Trust
17.52%
Shares2.6K
Event2026-03-31
Filed2026-05-14
ITA
iShares Dow Jones US Aerospace And Defense ETF
934.00%
Shares7.8K
Event2026-03-31
Filed2026-05-14
RKT
Rocket Companies Inc
10.00%
Shares116.8K
Event2026-03-31
Filed2026-05-14
SCHB
Schwab US Broad Mkt ETF
2.59%
Shares65.6K
Event2026-03-31
Filed2026-05-14
DIS
Walt Disney Co
6.78%
Shares17.0K
Event2026-03-31
Filed2026-05-14
Dupont De Nemours Inc
Dupont De Nemours Inc
28.48%
Shares35.4K
Event2026-03-31
Filed2026-05-14
MA
Mastercard Inc Class A
-0.65%
Shares3.2K
Event2026-03-31
Filed2026-05-14
USB
US Bancorp
-0.81%
Shares30.7K
Event2026-03-31
Filed2026-05-14
ABBV
Abbvie Inc
0.49%
Shares7.2K
Event2026-03-31
Filed2026-05-14
TJX
TJX Companies Inc
1.59%
Shares9.6K
Event2026-03-31
Filed2026-05-14
SCHD
Schwab US Dividend Equity ETF
-3.62%
Shares48.4K
Event2026-03-31
Filed2026-05-14
HAL
Halliburton Co
-0.53%
Shares37.6K
Event2026-03-31
Filed2026-05-14
NKE
Nike Inc
7.34%
Shares27.8K
Event2026-03-31
Filed2026-05-14
Berkshire Hathaway Cl B
Berkshire Hathaway Cl B
5.33%
Shares3.0K
Event2026-03-31
Filed2026-05-14
GEV
GE Vernova
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-14
COST
Costco Wholesale Corp
-1.11%
Shares1.3K
Event2026-03-31
Filed2026-05-14
PYPL
Paypal Holdings Inc
-2.60%
Shares28.9K
Event2026-03-31
Filed2026-05-14
JNJ
Johnson & Johnson
8.07%
Shares5.1K
Event2026-03-31
Filed2026-05-14
LOW
Lowes Cos Inc
-0.60%
Shares5.0K
Event2026-03-31
Filed2026-05-14
EFA
iShares MSCI EAFE ETF
26.93%
Shares11.7K
Event2026-03-31
Filed2026-05-14
IBM
International Business Machines Corp
3.14%
Shares4.6K
Event2026-03-31
Filed2026-05-14
LLY
Lilly Eli & Common
-14.84%
Shares1.2K
Event2026-03-31
Filed2026-05-14
Broadcom Inc Ordinary Shares
Broadcom Inc Ordinary Shares
0.76%
Shares3.6K
Event2026-03-31
Filed2026-05-14
SCHG
Schwab US Large Cap Growth ETF
13.08%
Shares35.0K
Event2026-03-31
Filed2026-05-14
KO
Coca Cola
0.00%
Shares13.1K
Event2026-03-31
Filed2026-05-14
EMR
Emerson Electric Co
-0.37%
Shares6.7K
Event2026-03-31
Filed2026-05-14
IWM
iShares Russell 2000 Index ETF
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-14
VIG
Vanguard Dividend Appreciation Index ETF
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-14
ISRG
Intuitive Surgical Inc Common New
-10.23%
Shares1.8K
Event2026-03-31
Filed2026-05-14
GE Aerospace
GE Aerospace
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-14
HD
Home Depot Inc
5.23%
Shares2.4K
Event2026-03-31
Filed2026-05-14
VEA
Vanguard FTSE Developed Markets Index ETF
-0.66%
Shares12.1K
Event2026-03-31
Filed2026-05-14
V
Visa Inc
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-14
VWO
Vanguard FTSE Emerging Markets Index ETF
-1.11%
Shares14.2K
Event2026-03-31
Filed2026-05-14
GLD
Spdr Gold Tr Gold Shs
353.11%
Shares1.7K
Event2026-03-31
Filed2026-05-14
BBWI
Bath & Body Works Inc
0.45%
Shares40.3K
Event2026-03-31
Filed2026-05-14
RTX
Raytheon Technologies Corp
2.23%
Shares3.8K
Event2026-03-31
Filed2026-05-14
IWS
iShares Russell Midcap Value ETF
1.70%
Shares4.7K
Event2026-03-31
Filed2026-05-14
ABT
Abbott Laboratories
-3.01%
Shares6.7K
Event2026-03-31
Filed2026-05-14
MCD
McDonalds Corp
16.48%
Shares2.2K
Event2026-03-31
Filed2026-05-14
ADBE
Adobe Systems Inc System
-1.78%
Shares2.7K
Event2026-03-31
Filed2026-05-14
XAR
State Street Spdr S&P Aerospace & Defense ETF
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-14
SFNC
Simmons First Natl Corp Class A
-6.30%
Shares33.5K
Event2026-03-31
Filed2026-05-14
CMI
Cummins Inc
2.54%
Shares1.2K
Event2026-03-31
Filed2026-05-14
GS
Goldman Sachs Group Inc
0.00%
Shares758
Event2026-03-31
Filed2026-05-14
ICE
Intercontinental Exchange Inc
0.13%
Shares4.0K
Event2026-03-31
Filed2026-05-14
Vanguard Index Funds S&P 500 ETF
Vanguard Index Funds S&P 500 ETF
-1.35%
Shares1.0K
Event2026-03-31
Filed2026-05-14
Alphabet Inc Cl C
Alphabet Inc Cl C
-7.08%
Shares2.1K
Event2026-03-31
Filed2026-05-14
NFLX
Netflix Inc
-3.10%
Shares6.3K
Event2026-03-31
Filed2026-05-14
Linde Plc
Linde Plc
9.72%
Shares1.2K
Event2026-03-31
Filed2026-05-14
MS
Morgan Stanley
-1.14%
Shares3.6K
Event2026-03-31
Filed2026-05-14
EEM
iShares MSCI Emerging Markets ETF
-1.28%
Shares10.1K
Event2026-03-31
Filed2026-05-14
SDY
State Street Spdr S&P Dividend ETF
-6.25%
Shares3.9K
Event2026-03-31
Filed2026-05-14
VOX
Vanguard Communication Services ETF
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-14
MMC
Marsh
-0.64%
Shares3.1K
Event2026-03-31
Filed2026-05-14
FCX
Freeport-McMoran Inc Cl B
2.26%
Shares9.1K
Event2026-03-31
Filed2026-05-14
SYK
Stryker Corp
-7.21%
Shares1.6K
Event2026-03-31
Filed2026-05-14
Invesco QQQ Trust
Invesco QQQ Trust
76.07%
Shares905
Event2026-03-31
Filed2026-05-14
Merck & Co
Merck & Co
-0.57%
Shares4.3K
Event2026-03-31
Filed2026-05-14
MDY
State Street SPDR S&P Midcap 400 ETF Trust
-0.59%
Shares836
Event2026-03-31
Filed2026-05-14
DE
Deere & Co
1.12%
Shares905
Event2026-03-31
Filed2026-05-14
AXP
American Express
-7.96%
Shares1.7K
Event2026-03-31
Filed2026-05-14
SLB
SLB Limited
-8.46%
Shares9.2K
Event2026-03-31
Filed2026-05-14
VGT
Vanguard Information Tech ETF
0.00%
Shares675
Event2026-03-31
Filed2026-05-14
XOM
Exxon Mobil Corp
3.38%
Shares2.8K
Event2026-03-31
Filed2026-05-14
VUG
Vanguard Growth Index ETF
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
Eaton Corp PLC
Eaton Corp PLC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-14
PM
Philip Morris Intl Inc
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-14
QCOM
Qualcomm Inc
-0.33%
Shares3.0K
Event2026-03-31
Filed2026-05-14
XLK
State Street Technology Select Sector Spdr ETF
-13.61%
Shares2.7K
Event2026-03-31
Filed2026-05-14
UNP
Union Pacific Corp
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-14
VB
Vanguard Small-Cap Index ETF
-2.23%
Shares1.3K
Event2026-03-31
Filed2026-05-14
AIG
American International Group Inc
-10.20%
Shares4.4K
Event2026-03-31
Filed2026-05-14
BAC
Bank of America Corp
2.16%
Shares6.3K
Event2026-03-31
Filed2026-05-14
GSK PLC
GSK PLC
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-14
AGG
iShares Core US Aggregate Bond ETF
12.73%
Shares3.0K
Event2026-03-31
Filed2026-05-14
XLG
Invesco Capital Management LLC S&p 500 Top 50 Etf
33.11%
Shares5.4K
Event2026-03-31
Filed2026-05-14
XLI
State Street Industrial Select Sector Spdr ETF
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-14
XBI
Spdr S&P Biotech ETF
54.55%
Shares2.1K
Event2026-03-31
Filed2026-05-14
IWB
iShares Russell 1000 ETF
0.00%
Shares750
Event2026-03-31
Filed2026-05-14
GEHC
Ge Healthcare Technologies Inc
-1.32%
Shares3.8K
Event2026-03-31
Filed2026-05-14
IVE
iShares S&P 500 Value ETF
39.27%
Shares1.2K
Event2026-03-31
Filed2026-05-14
IWD
iShares Russell 1000 Value ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-14
WFC
Wells Fargo & Co
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-14
JCI
Johnson Controls International Plc
-0.52%
Shares1.9K
Event2026-03-31
Filed2026-05-14
Blackrock Inc
Blackrock Inc
0.00%
Shares243
Event2026-03-31
Filed2026-05-14
NSC
Norfolk Southn Corp
0.00%
Shares790
Event2026-03-31
Filed2026-05-14
XLE
State Street Energy Select Sector Spdr ETF
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-14
General Dynamics Corp
General Dynamics Corp
0.00%
Shares650
Event2026-03-31
Filed2026-05-14
VZ
Verizon Communications Inc
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-14
VTI
Vanguard Idx Fund Total Stock Market ETF
-9.63%
Shares685
Event2026-03-31
Filed2026-05-14
FTC
First Trust Large Cap Growth Alphadex Fund
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-14
XLV
State Street Health Care Select Sector Spdr ETF
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-14
TE Connectivity
TE Connectivity
0.00%
Shares975
Event2026-03-31
Filed2026-05-14
MDLZ
Mondelez Intl Inc Class A
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-14
IWF
iShares Russell 1000 Growth ETF
-5.10%
Shares465
Event2026-03-31
Filed2026-05-14
TGT
Target Corp
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-14
SCHV
Schwab US Large-Cap Value ETF
38.78%
Shares6.5K
Event2026-03-31
Filed2026-05-14
INTC
Intel Corp
-4.35%
Shares4.4K
Event2026-03-31
Filed2026-05-14
EMXC
iShares MSCI Emerging Markets ex China ETF
37.14%
Shares2.4K
Event2026-03-31
Filed2026-05-14
Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf
Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf
0.00%
Shares977
Event2026-03-31
Filed2026-05-14
DVY
iShares Select Dividend ETF
-4.33%
Shares1.2K
Event2026-03-31
Filed2026-05-14
GILD
Gilead Sciences Inc
29.44%
Shares1.3K
Event2026-03-31
Filed2026-05-14
LAMR
Lamar Advertising Co
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-14
XLF
State Street Financial Select Sector Spdr ETF
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-14
TSCO
Tractor Supply Co
66.37%
Shares3.8K
Event2026-03-31
Filed2026-05-14
OPY
Oppenheimer Holdings Inc
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-14
LMT
Lockheed Martin Corp
80.65%
Shares280
Event2026-03-31
Filed2026-05-14
VHT
Vanguard Health Care ETF
0.00%
Shares572
Event2026-03-31
Filed2026-05-14
DRI
Darden Restaurants Inc
0.00%
Shares765
Event2026-03-31
Filed2026-05-14
CBSH
Commerce Bancshares Inc
-29.94%
Shares3.0K
Event2026-03-31
Filed2026-05-14
ATO
Atmos Energy Corp
0.00%
Shares800
Event2026-03-31
Filed2026-05-14
EPD
Enterprise Products Partners LP
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-14
XLB
State Street Materials Select Sector Spdr ETF
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-14
MO
Altria Group Inc
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-14
PSX
Phillips 66
0.00%
Shares749
Event2026-03-31
Filed2026-05-14
IYW
iShares US Technology ETF
New
Shares750
Event2026-03-31
Filed2026-05-14
JKHY
Jack Henry & Associates Inc
79.62%
Shares846
Event2026-03-31
Filed2026-05-14
UGI
UGI Corp
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-14
T
AT&T
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-14
IYF
Ishares Trust DJ US Financials ETF
71.67%
Shares1.0K
Event2026-03-31
Filed2026-05-14
PH
Parker-hannifin Corp
0.00%
Shares135
Event2026-03-31
Filed2026-05-14
Duke Energy Corp
Duke Energy Corp
-12.98%
Shares892
Event2026-03-31
Filed2026-05-14
VLO
Valero Energy Corp
-5.05%
Shares470
Event2026-03-31
Filed2026-05-14
WY
Weyerhaeuser
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-14
KRE
State Street Spdr S&P Regional Banking ETF
-4.17%
Shares1.7K
Event2026-03-31
Filed2026-05-14
LRGE
Clearbridge Large Cap Growth ESG EFT
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-14
AMD
Advanced Micro Devices IInc
-2.70%
Shares540
Event2026-03-31
Filed2026-05-14
EXPD
Expeditors Intl Wash Inc
0.00%
Shares765
Event2026-03-31
Filed2026-05-14
FDX
Fedex Corp
-94.84%
Shares300
Event2026-03-31
Filed2026-05-14
NDAQ
Nasdaq Inc
-7.52%
Shares1.2K
Event2026-03-31
Filed2026-05-14
Total Energies SE
Total Energies SE
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
AMGN
Amgen Inc Corp
1.42%
Shares285
Event2026-03-31
Filed2026-05-14
IXUS
iShares Core Msci Total International Stock ETF
New
Shares1.1K
Event2026-03-31
Filed2026-05-14
IBIT
Ishares Bitcoin Trust ETF
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-14
ALL
Allstate Corp
0.00%
Shares457
Event2026-03-31
Filed2026-05-14
Medtronic Plc
Medtronic Plc
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
SPG
Simon Property Group Inc
0.00%
Shares500
Event2026-03-31
Filed2026-05-14
COP
ConocoPhillips
-8.26%
Shares700
Event2026-03-31
Filed2026-05-14
CME
CME Group Inc Cl A
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
DLR
Digital Realty Trust Inc
0.00%
Shares482
Event2026-03-31
Filed2026-05-14
YUM
Yum Brands Inc
0.00%
Shares546
Event2026-03-31
Filed2026-05-14
APD
Air Products & Chemicals Inc
0.00%
Shares285
Event2026-03-31
Filed2026-05-14
VYM
Vanguard High Dividend Yield Index Fund ETF
0.00%
Shares556
Event2026-03-31
Filed2026-05-14
NVT
Nvent Electric
0.00%
Shares688
Event2026-03-31
Filed2026-05-14
RF
Regions Financial Corp
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-14
CL
Colgate Palmolive
0.00%
Shares910
Event2026-03-31
Filed2026-05-14
TXN
Texas Instruments
0.00%
Shares399
Event2026-03-31
Filed2026-05-14
WPC
WP Carey Inc
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
IVV
iShares S&P 500 Core ETF
-11.28%
Shares118
Event2026-03-31
Filed2026-05-14
VTV
Vanguard Value Index Fund Etf
0.00%
Shares386
Event2026-03-31
Filed2026-05-14
iShares Gold Trust ETF
iShares Gold Trust ETF
-11.11%
Shares800
Event2026-03-31
Filed2026-05-14
NVS
Novartis AG Sponsored ADR
0.00%
Shares459
Event2026-03-31
Filed2026-05-14
SCHW
Charles Schwab Corp
0.00%
Shares735
Event2026-03-31
Filed2026-05-14
IEV
iShares Trust S&P Europe ETF
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-14
ENB
Enbridge Inc
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-14
UBER
Uber Technologies Inc
16.88%
Shares935
Event2026-03-31
Filed2026-05-14
State Street Spdr Bloomberg High Yield Bond ETF
State Street Spdr Bloomberg High Yield Bond ETF
0.00%
Shares700
Event2026-03-31
Filed2026-05-14
TCHP
T. Rowe Price Blue Chip Growth ETF
-64.29%
Shares1.5K
Event2026-03-31
Filed2026-05-14
XLY
State Street Consumer Discretionary Select Sector Spdr ETF
0.00%
Shares592
Event2026-03-31
Filed2026-05-14
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
New
Shares671
Event2026-03-31
Filed2026-05-14
ADI
Analog Devices Inc
0.00%
Shares200
Event2026-03-31
Filed2026-05-14
SR
Spire Inc
0.00%
Shares700
Event2026-03-31
Filed2026-05-14
GSBC
Great Southern Bancorp
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-14
BMY
Bristol-Myers Squibb
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-14
CLX
Clorox
0.00%
Shares600
Event2026-03-31
Filed2026-05-14
Piper Sandler Cos Com New
Piper Sandler Cos Com New
New
Shares812
Event2026-03-31
Filed2026-05-14
IWV
iShares Russell 3000 ETF
0.00%
Shares167
Event2026-03-31
Filed2026-05-14
WDFC
WD-40 Company
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
XLP
State Street Consumer Staples Select Sector Spdr ETF
0.00%
Shares741
Event2026-03-31
Filed2026-05-14
XLC
State Street Communication Services Select Sector Spdr ETF
-1.81%
Shares542
Event2026-03-31
Filed2026-05-14
IEFA
iShares Core Msci Eafe ETF
0.00%
Shares660
Event2026-03-31
Filed2026-05-14
IYJ
iShares US Industrials ETF
New
Shares400
Event2026-03-31
Filed2026-05-14
PAYX
Paychex Inc
0.00%
Shares637
Event2026-03-31
Filed2026-05-14
CEG
Constellation Energy Corp
0.00%
Shares208
Event2026-03-31
Filed2026-05-14
PNR
Pentair Plc
0.00%
Shares660
Event2026-03-31
Filed2026-05-14
IYH
iShares US Healthcare ETF
227.27%
Shares900
Event2026-03-31
Filed2026-05-14
ADP
Automatic Data Processing Inc
0.00%
Shares270
Event2026-03-31
Filed2026-05-14
SLV
Ishares Silver ETF
700.00%
Shares800
Event2026-03-31
Filed2026-05-14
VMC
Vulcan Materials Co
0.00%
Shares200
Event2026-03-31
Filed2026-05-14
COWZ
Pacer US Cash Cows 100 ETF
0.00%
Shares861
Event2026-03-31
Filed2026-05-14
DON
Wisdomtree Tr U S Midcap Divid Fund ETF
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-14
CTSH
Cognizant Technology Solutionscorp Class A
0.00%
Shares870
Event2026-03-31
Filed2026-05-14
MKC
Mccormick & Company
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
CARR
Carrier Global Corp
0.00%
Shares923
Event2026-03-31
Filed2026-05-14
EFG
iShares MSCI Eafe Growth ETF
0.00%
Shares460
Event2026-03-31
Filed2026-05-14
Unilever ADR Reptg 1
Unilever ADR Reptg 1
New
Shares888
Event2026-03-31
Filed2026-05-14
IWP
iShares Russell Mid Cap Growth ETF
0.00%
Shares394
Event2026-03-31
Filed2026-05-14
SPGI
S&P Global Inc
0.00%
Shares115
Event2026-03-31
Filed2026-05-14
O
Realty Income Corp Reit
0.00%
Shares793
Event2026-03-31
Filed2026-05-14
PHYS
Sprott Physical Gold Trust
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-14
IGM
iShares Expanded Tech Sector ETF
0.00%
Shares400
Event2026-03-31
Filed2026-05-14
BP
Bp p.l.c.
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-14
OKE
Oneok Inc
0.00%
Shares519
Event2026-03-31
Filed2026-05-14
AMAT
Applied Materials Inc
0.00%
Shares135
Event2026-03-31
Filed2026-05-14
ETR
Entergy Corp
-24.07%
Shares410
Event2026-03-31
Filed2026-05-14
SO
Southern Co
0.00%
Shares470
Event2026-03-31
Filed2026-05-14
CNP
Centerpoint Energy Inc
-8.70%
Shares1.1K
Event2026-03-31
Filed2026-05-14
AFL
Aflac Inc
0.00%
Shares400
Event2026-03-31
Filed2026-05-14
CEF
Sprott Physical Gold & Silver
-2.78%
Shares875
Event2026-03-31
Filed2026-05-14
KMB
Kimberly Clark Corp
0.00%
Shares425
Event2026-03-31
Filed2026-05-14
GIS
General Mls Inc
-26.91%
Shares1.1K
Event2026-03-31
Filed2026-05-14
Accenture PLC Cl A
Accenture PLC Cl A
0.00%
Shares205
Event2026-03-31
Filed2026-05-14
PCAR
Paccar Inc.
250.00%
Shares350
Event2026-03-31
Filed2026-05-14
DAL
Delta Air Lines Inc
0.00%
Shares602
Event2026-03-31
Filed2026-05-14
DKS
Dicks Sporting Goods, Inc.
0.00%
Shares200
Event2026-03-31
Filed2026-05-14
TFC
Truist Financial Corporation
0.00%
Shares854
Event2026-03-31
Filed2026-05-14
NFG
National Fuel Gas Co
0.00%
Shares400
Event2026-03-31
Filed2026-05-14
Citigroup Inc
Citigroup Inc
25.00%
Shares325
Event2026-03-31
Filed2026-05-14
Invesco Ftse Rafi US 1000 ETF
Invesco Ftse Rafi US 1000 ETF
0.00%
Shares750
Event2026-03-31
Filed2026-05-14
IJS
iShares S&P Small Cap 600 Value ETF
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
AEP
American Elec Pwr Co Inc
-3.57%
Shares270
Event2026-03-31
Filed2026-05-14
DES
Wisdomtree Tr US Smallcap Div ETF
0.00%
Shares975
Event2026-03-31
Filed2026-05-14
USMV
iShares MSCI USA Min Vol Factor ETF
0.00%
Shares373
Event2026-03-31
Filed2026-05-14
LHX
L3Harris Technologies Inc
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
XLU
State Street Ultility Select Sector Spdr ETF
0.00%
Shares744
Event2026-03-31
Filed2026-05-14
PLD
Prologis Inc
0.00%
Shares250
Event2026-03-31
Filed2026-05-14
AEE
Ameren Corp
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
RY
Royal Bank Of Canada
0.49%
Shares204
Event2026-03-31
Filed2026-05-14
AIQ
Global X Artificial Intelligence & Technology ETF
136.49%
Shares700
Event2026-03-31
Filed2026-05-14
SBUX
Starbucks Corp
0.00%
Shares350
Event2026-03-31
Filed2026-05-14
EXC
Exelon Corp
0.00%
Shares630
Event2026-03-31
Filed2026-05-14
SNOW
Snowflake Inc Ordinary Shares
-11.11%
Shares200
Event2026-03-31
Filed2026-05-14
STZ
Constellation Brands Inc Class A
0.00%
Shares200
Event2026-03-31
Filed2026-05-14
IWL
iShares Russell Top 200 ETF
New
Shares185
Event2026-03-31
Filed2026-05-14
KKR & Co Inc
KKR & Co Inc
0.00%
Shares320
Event2026-03-31
Filed2026-05-14
NVO
Novo-Nordisk A S ADR
0.00%
Shares800
Event2026-03-31
Filed2026-05-14
IYC
iShares US Consumer Discretionary ETF
New
Shares300
Event2026-03-31
Filed2026-05-14
NUE
Nucor Corp
0.00%
Shares170
Event2026-03-31
Filed2026-05-14
DGRO
iShares Core Dividend Growth ETF
0.00%
Shares400
Event2026-03-31
Filed2026-05-14
CDNS
Cadence Design Systems Inc
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
SHEL
Shell Plc ADR
0.00%
Shares285
Event2026-03-31
Filed2026-05-14
Cigna Holding Co
Cigna Holding Co
0.00%
Shares99
Event2026-03-31
Filed2026-05-14
D
Dominion Energy Inc
0.00%
Shares425
Event2026-03-31
Filed2026-05-14
FIDU
Fidelity MSCI Industrials Index ETF
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
KLAC
KLA Corp
0.00%
Shares17
Event2026-03-31
Filed2026-05-14
LUV
Southwest Airlines
-2.84%
Shares650
Event2026-03-31
Filed2026-05-14
DLTR
Dollar Tree Inc.
0.00%
Shares222
Event2026-03-31
Filed2026-05-14
UPS
United Parcel Svc Inc Class B
0.00%
Shares235
Event2026-03-31
Filed2026-05-14
OTIS
Otis Worldwide Corp
0.00%
Shares295
Event2026-03-31
Filed2026-05-14
VNQ
Vanguard Real Estate ETF
0.00%
Shares250
Event2026-03-31
Filed2026-05-14
MET
Metlife Inc
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
GPC
Genuine Parts Co
0.00%
Shares200
Event2026-03-31
Filed2026-05-14
IYK
iShares US Consumer Staples ETF
New
Shares300
Event2026-03-31
Filed2026-05-14
IDU
iShares US Utilities ETF
0.00%
Shares175
Event2026-03-31
Filed2026-05-14
EOG
EOG Resources Inc
0.00%
Shares140
Event2026-03-31
Filed2026-05-14
VXUS
Vanguard Total International Stock Index ETF
0.00%
Shares262
Event2026-03-31
Filed2026-05-14
PLTR
Palantir Technologies Inc
New
Shares138
Event2026-03-31
Filed2026-05-14
XHS
State Street Spdr S&P Health Care Services ETF
0.00%
Shares200
Event2026-03-31
Filed2026-05-14
XEL
Xcel Energy Inc
-12.89%
Shares250
Event2026-03-31
Filed2026-05-14
Marvell Technology Group Ltd
Marvell Technology Group Ltd
0.00%
Shares200
Event2026-03-31
Filed2026-05-14
PRU
Prudential Financial Inc
-8.26%
Shares200
Event2026-03-31
Filed2026-05-14
Astrazeneca PLC
Astrazeneca PLC
New
Shares100
Event2026-03-31
Filed2026-05-14
EVRG
Evergy Inc
0.00%
Shares226
Event2026-03-31
Filed2026-05-14
LW
Lamb Weston Hldgs Inc
0.00%
Shares433
Event2026-03-31
Filed2026-05-14
TMO
Thermo Fisher Scientific Inc
0.00%
Shares36
Event2026-03-31
Filed2026-05-14
Invesco S&P 500 Low Volatility ETF
Invesco S&P 500 Low Volatility ETF
0.00%
Shares239
Event2026-03-31
Filed2026-05-14
CTVA
Corteva Inc
-33.33%
Shares206
Event2026-03-31
Filed2026-05-14
BBHY
JP Morgan High Yield Research ETF
0.00%
Shares375
Event2026-03-31
Filed2026-05-14
FAST
Fastenal Co
-9.00%
Shares354
Event2026-03-31
Filed2026-05-14
VBK
Vanguard Small-Cap Growth Index Fund
0.00%
Shares54
Event2026-03-31
Filed2026-05-14
BK
Bank New York Mellon Corp
0.00%
Shares135
Event2026-03-31
Filed2026-05-14
MFC
Manulife Financial Corp
0.00%
Shares450
Event2026-03-31
Filed2026-05-14
ZS
Zscaler Inc
0.00%
Shares110
Event2026-03-31
Filed2026-05-14
GM
General Motors Co Corp
0.00%
Shares200
Event2026-03-31
Filed2026-05-14
TMUS
T-Mobile US Inc
100.00%
Shares70
Event2026-03-31
Filed2026-05-14
WMB
Williams Companies
0.00%
Shares200
Event2026-03-31
Filed2026-05-14
MMM
3M
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
ITOT
Ishares Trust S&P 1500 Total US Stock Market Etf
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
TER
Teradyne Inc
74.07%
Shares47
Event2026-03-31
Filed2026-05-14
VT
Vanguard Total World Stock Index Fund ETF
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
IBB
iShares Tr Nasdaq Biotechnology Index Fd ETF
New
Shares80
Event2026-03-31
Filed2026-05-14
XLRE
State State Street Real Estate Select Sector Spdr ETF
0.00%
Shares326
Event2026-03-31
Filed2026-05-14
RUSHB
Rush Enterprises Inc
-42.86%
Shares200
Event2026-03-31
Filed2026-05-14
VAW
Vanguard Materials ETF
0.00%
Shares56
Event2026-03-31
Filed2026-05-14
KMI
Kinder Morgan Inc
-10.00%
Shares360
Event2026-03-31
Filed2026-05-14
EXR
Extra Space Storage Inc
0.00%
Shares90
Event2026-03-31
Filed2026-05-14
CRWD
Crowdstrike Holdings Inc
New
Shares30
Event2026-03-31
Filed2026-05-14
TRV
Travelers Companies Inc
-11.11%
Shares40
Event2026-03-31
Filed2026-05-14
NOW
Servicenow Inc
69.23%
Shares110
Event2026-03-31
Filed2026-05-14
LNG
Cheniere Energy Inc
New
Shares40
Event2026-03-31
Filed2026-05-14
OEF
Ishares S&P 100 Index Fund ETF
0.00%
Shares34
Event2026-03-31
Filed2026-05-14
AME
Ametek Aerospace Products Inc
New
Shares50
Event2026-03-31
Filed2026-05-14
WM
Waste Management
-10.00%
Shares45
Event2026-03-31
Filed2026-05-14
TM
Toyota Motor Corp
0.00%
Shares50
Event2026-03-31
Filed2026-05-14
IUSV
Ishares Core S&P US Value ETF
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
TIP
iShares TIPS Bond ETF
0.00%
Shares92
Event2026-03-31
Filed2026-05-14
IYZ
iShares US Telecommunications ETF
New
Shares250
Event2026-03-31
Filed2026-05-14
CPT
Camden Property Trust Reit
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
MCHP
Microchip Technology Inc
-45.45%
Shares150
Event2026-03-31
Filed2026-05-14
KVUE
Kenvue Inc
0.00%
Shares562
Event2026-03-31
Filed2026-05-14
SPYM
State Street Spdr Portfolio S&P 500 ETF
0.00%
Shares125
Event2026-03-31
Filed2026-05-14
IWO
iShares Russell 2000 Growth ETF
0.00%
Shares30
Event2026-03-31
Filed2026-05-14
ASML
ASML Holding Nv ADR
0.00%
Shares7
Event2026-03-31
Filed2026-05-14
IYR
iShares US Real Estate ETF
0.00%
Shares90
Event2026-03-31
Filed2026-05-14
FFC
Flaherty & Crumrine Preferred And Income Securities Fund Inc
1.94%
Shares526
Event2026-03-31
Filed2026-05-14
Crown Castle International Corp
Crown Castle International Corp
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
ESTC
Elastic Nv
0.00%
Shares155
Event2026-03-31
Filed2026-05-14
DHR
Danaher Corp
0.00%
Shares40
Event2026-03-31
Filed2026-05-14
XYZ
Block Inc
0.00%
Shares118
Event2026-03-31
Filed2026-05-14
FSLY
Fastly INC
0.00%
Shares240
Event2026-03-31
Filed2026-05-14
CIBR
First Trust Nasdaq Cybersecurity ETF
0.00%
Shares110
Event2026-03-31
Filed2026-05-14
KNSL
Kinsale Capital Group Inc
0.00%
Shares20
Event2026-03-31
Filed2026-05-14
NOC
Northrop Grumman Corp
New
Shares10
Event2026-03-31
Filed2026-05-14
KHC
Kraft Heinz
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
ARKB
ARK 21shares Bitcoin ETF
0.00%
Shares300
Event2026-03-31
Filed2026-05-14
SHOP
Shopify INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-14
COF
Capital One Financial Corp
0.00%
Shares30
Event2026-03-31
Filed2026-05-14
XOP
State Street Spdr S&P Oil & Gas Exploration & Production ETF
0.00%
Shares30
Event2026-03-31
Filed2026-05-14
GBTC
Grayscale Bitcoin Investment Trust
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
CMCSA
Comcast Corp New Class A
0.00%
Shares177
Event2026-03-31
Filed2026-05-14
MU
Micron Technology Inc
New
Shares15
Event2026-03-31
Filed2026-05-14
DVN
Devon Energy Corp
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
BN
Brookfield Corp
0.00%
Shares112
Event2026-03-31
Filed2026-05-14
TSLA
Tesla Inc
0.00%
Shares12
Event2026-03-31
Filed2026-05-14
PSTG
Everpure Inc
0.00%
Shares75
Event2026-03-31
Filed2026-05-14
PEGA
Pegasystems INC
0.00%
Shares104
Event2026-03-31
Filed2026-05-14
INTU
Intuit Inc
0.00%
Shares10
Event2026-03-31
Filed2026-05-14
ROKU
Roku INC
0.00%
Shares45
Event2026-03-31
Filed2026-05-14
YUMC
Yum China Holdings Inc
0.00%
Shares84
Event2026-03-31
Filed2026-05-14
CGNX
Cognex Corp
0.00%
Shares80
Event2026-03-31
Filed2026-05-14
KTOS
Kratos Defense & Security Solutions Inc
New
Shares55
Event2026-03-31
Filed2026-05-14
RIVN
Rivian Automotive Inc CL A
0.00%
Shares250
Event2026-03-31
Filed2026-05-14
EPR
EPR Properties REIT Corp
0.00%
Shares75
Event2026-03-31
Filed2026-05-14
ECL
Ecolab Inc
0.00%
Shares14
Event2026-03-31
Filed2026-05-14
MAA
Mid-America Apartment Communities Reit
0.00%
Shares30
Event2026-03-31
Filed2026-05-14
F
Ford Motor Co
0.00%
Shares250
Event2026-03-31
Filed2026-05-14
LMND
Lemonade Inc.
0.00%
Shares46
Event2026-03-31
Filed2026-05-14
AHH
AH Realty Trust Inc
0.00%
Shares500
Event2026-03-31
Filed2026-05-14
TFI
State Street Spdr Nuveen Ice
0.00%
Shares60
Event2026-03-31
Filed2026-05-14
CTAS
Cintas Corp
0.00%
Shares16
Event2026-03-31
Filed2026-05-14
CHWY
Chewy Inc
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
U
Unity Software Inc
0.00%
Shares120
Event2026-03-31
Filed2026-05-14
APPN
Appian Corp
0.00%
Shares105
Event2026-03-31
Filed2026-05-14
INVH
Invitation Homes Inc
0.00%
Shares100
Event2026-03-31
Filed2026-05-14
OXY.WS
Occidental Petroleum Corp Eqy Warrant
0.00%
Shares57
Event2026-03-31
Filed2026-05-14
RBLX
Roblox Corp
0.00%
Shares35
Event2026-03-31
Filed2026-05-14
DOCN
Digitalocean Holdings INC
0.00%
Shares23
Event2026-03-31
Filed2026-05-14
VEEV
Veeva Systems INC
0.00%
Shares9
Event2026-03-31
Filed2026-05-14
WD
Walker & Dunlop Inc.
0.00%
Shares35
Event2026-03-31
Filed2026-05-14
CASY
Caseys General Stores
0.00%
Shares2
Event2026-03-31
Filed2026-05-14
CEVA
Ceva Inc.
0.00%
Shares70
Event2026-03-31
Filed2026-05-14
SEDG
Solaredge Technologies INC
0.00%
Shares18
Event2026-03-31
Filed2026-05-14
GWH
ESS Tech, Inc
0.00%
Shares633
Event2026-03-31
Filed2026-05-14
DOCS
Doximity INC
0.00%
Shares31
Event2026-03-31
Filed2026-05-14
Super Micro Computer
Super Micro Computer
0.00%
Shares30
Event2026-03-31
Filed2026-05-14
PINS
Pinterest Inc.
0.00%
Shares35
Event2026-03-31
Filed2026-05-14
Grayscale Bitcoin Mini Trust ETF
Grayscale Bitcoin Mini Trust ETF
0.00%
Shares20
Event2026-03-31
Filed2026-05-14
QS
Quantumscape Corp
0.00%
Shares90
Event2026-03-31
Filed2026-05-14
UPST
Upstart Holdings Inc.
0.00%
Shares22
Event2026-03-31
Filed2026-05-14
LOB
Live Oak Bancshares Inc.
0.00%
Shares16
Event2026-03-31
Filed2026-05-14
GSHD
Goosehead Insurance Inc.
0.00%
Shares12
Event2026-03-31
Filed2026-05-14
Lithium Argentina
Lithium Argentina
0.00%
Shares75
Event2026-03-31
Filed2026-05-14
FLGT
Fulgent Genetics Inc.
0.00%
Shares31
Event2026-03-31
Filed2026-05-14
CSTL
Castle Biosciences Inc.
0.00%
Shares19
Event2026-03-31
Filed2026-05-14
BOC
Boston Omaha Corp
0.00%
Shares37
Event2026-03-31
Filed2026-05-14
DCBO
Docebo, Inc.
0.00%
Shares21
Event2026-03-31
Filed2026-05-14
INMD
Inmode Ltd Corp
0.00%
Shares26
Event2026-03-31
Filed2026-05-14
LAC
Lithium Americas Corp
0.00%
Shares75
Event2026-03-31
Filed2026-05-14
Versant Media Group Inc
Versant Media Group Inc
New
Shares7
Event2026-03-31
Filed2026-05-14
PUBM
Pubmatic Inc
0.00%
Shares30
Event2026-03-31
Filed2026-05-14
CRNC
Cerence Inc
0.00%
Shares34
Event2026-03-31
Filed2026-05-14
CMPS
Compass Pathways Plc ADR
0.00%
Shares30
Event2026-03-31
Filed2026-05-14
TDOC
Teladoc Health Inc
0.00%
Shares25
Event2026-03-31
Filed2026-05-14
FVRR
Fiverr International Ltd
0.00%
Shares10
Event2026-03-31
Filed2026-05-14
Strive Class A
Strive Class A
New
Shares10
Event2026-03-31
Filed2026-05-14
SPT
Sprout Social Inc
0.00%
Shares16
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Missouri Trust & Investment Co Institutional Holdings, Portfolio & P&L β€” TradeFomo