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The Analysis of MONTAG A & ASSOCIATES INC's Holdings & P&L

Currently, MONTAG A & ASSOCIATES INC holds 938 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in VGSH (+99.1K shares, valued at $5.8M), VCIT (+57.9K shares, valued at $4.8M), VGIT (+80.4K shares, valued at $4.8M); decreased their positions in IVV (-13.5K shares, valued at $8.8M), MINT (-73.9K shares, valued at $7.4M), URI (-6.7K shares, valued at $4.9M); initiated new positions in ODFL (+17.5K shares, valued at $3.4M), W (+35.7K shares, valued at $2.7M), XCNY (+76.4K shares, valued at $2.2M).

1M P&L

-22.6M-1.07%

3M P&L

-96.5M-4.42%

HY P&L

+9.5M+0.46%

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/A839.8M

43.7%

2Semiconductors79.1M

4.1%

3Consumer Electronics74.9M

3.9%

Top Industries by Stock Count

1N/A241 stocks

27.9%

2Software - Application31 stocks

3.6%

3Software - Infrastructure25 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR242.5K shares-5.26%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T178.6K shares-0.28%2026-03-312026-04-29

AAPL APPLE INC295.2K shares-1.86%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40104.1K shares0.64%2026-03-312026-04-29

ALPHABET INC ALPHABET INC200.0K shares-3.17%2026-03-312026-04-29

MSFT MICROSOFT CORP138.4K shares-0.13%2026-03-312026-04-29

AMZN AMAZON COM INC187.8K shares-2.16%2026-03-312026-04-29

IWB ISHARES TR107.4K shares-0.02%2026-03-312026-04-29

Sponsored

VGIT VANGUARD SCOTTSDALE FDS544.6K shares17.33%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T169.0K shares13.62%2026-03-312026-04-29

NVDA NVIDIA CORPORATION174.9K shares-5.50%2026-03-312026-04-29

WMT WALMART INC233.6K shares0.20%2026-03-312026-04-29

KO COCA COLA CO374.9K shares0.40%2026-03-312026-04-29

LLY ELI LILLY & CO28.8K shares1.92%2026-03-312026-04-29

IJH ISHARES TR386.0K shares22.36%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS114.7K shares-0.51%2026-03-312026-04-29

Sponsored

ALPHABET INC ALPHABET INC85.2K shares-2.85%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO82.3K shares3.51%2026-03-312026-04-29

VGSH VANGUARD SCOTTSDALE FDS408.6K shares32.01%2026-03-312026-04-29

VB VANGUARD INDEX FDS88.4K shares1.75%2026-03-312026-04-29

IWF ISHARES TR52.1K shares-4.72%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS37.0K shares7.70%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON90.1K shares2.32%2026-03-312026-04-29

HD HOME DEPOT INC66.5K shares3.01%2026-03-312026-04-29

Sponsored

VO VANGUARD INDEX FDS73.7K shares4.09%2026-03-312026-04-29

BROADCOM INC BROADCOM INC67.3K shares-4.76%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC24.6K shares3.49%2026-03-312026-04-29

V VISA INC68.8K shares1.24%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC55.3K shares-8.16%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC137.8K shares-2.76%2026-03-312026-04-29

IWD ISHARES TR77.2K shares0.52%2026-03-312026-04-29

SHY ISHARES TR199.9K shares10.94%2026-03-312026-04-29

Sponsored

AMAT APPLIED MATLS INC47.7K shares11.25%2026-03-312026-04-29

ABBV ABBVIE INC72.2K shares-3.66%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION15.0K shares4.45%2026-03-312026-04-29

ADI ANALOG DEVICES INC46.3K shares16.97%2026-03-312026-04-29

MAR MARRIOTT INTL INC NEW43.7K shares-0.97%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR107.6K shares-6.45%2026-03-312026-04-29

PEP PEPSICO INC87.5K shares-0.69%2026-03-312026-04-29

TJX TJX COS INC NEW81.0K shares-0.42%2026-03-312026-04-29

Sponsored

PH PARKER-HANNIFIN CORP14.4K shares-1.91%2026-03-312026-04-29

XOM EXXON MOBIL CORP75.2K shares-7.95%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL25.9K shares13.62%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS153.0K shares-0.31%2026-03-312026-04-29

JPST J P MORGAN EXCHANGE TRADED F235.1K shares-14.90%2026-03-312026-04-29

AME AMETEK INC51.4K shares0.67%2026-03-312026-04-29

SYK STRYKER CORPORATION33.1K shares-7.70%2026-03-312026-04-29

MA MASTERCARD INCORPORATED20.9K shares0.22%2026-03-312026-04-29

Sponsored

ABT ABBOTT LABORATORIES99.3K shares-0.55%2026-03-312026-04-29

URI UNITED RENTALS INC13.6K shares-32.97%2026-03-312026-04-29

MS MORGAN STANLEY59.5K shares-4.24%2026-03-312026-04-29

PG PROCTER & GAMBLE CO67.6K shares9.74%2026-03-312026-04-29

CSCO CISCO SYS INC119.3K shares-1.49%2026-03-312026-04-29

CVX CHEVRON CORPORATION43.6K shares1.69%2026-03-312026-04-29

EFX EQUIFAX INC49.6K shares0.00%2026-03-312026-04-29

VDE VANGUARD WORLD FD51.5K shares112.20%2026-03-312026-04-29

Sponsored

CBRE CBRE GROUP INC65.1K shares4.91%2026-03-312026-04-29

CAT CATERPILLAR INC12.4K shares-20.08%2026-03-312026-04-29

GLD SPDR GOLD TR20.3K shares15.49%2026-03-312026-04-29

XBI SPDR SERIES TRUST68.2K shares21.53%2026-03-312026-04-29

MCD MCDONALDS CORP26.5K shares11.84%2026-03-312026-04-29

BRK.A BERKSHIRE HATHAWAY INC DEL11 shares0.00%2026-03-312026-04-29

CPRT COPART INC232.2K shares2.95%2026-03-312026-04-29

VCIT VANGUARD SCOTTSDALE FDS92.7K shares166.21%2026-03-312026-04-29

Sponsored

IJR ISHARES TR61.3K shares41.43%2026-03-312026-04-29

ICE INTERCONTINENTAL EXCHANGE IN48.3K shares-1.23%2026-03-312026-04-29

ADBE ADOBE INC30.4K shares-6.84%2026-03-312026-04-29

GPC GENUINE PARTS CO64.9K shares19.59%2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC14.5K shares-7.14%2026-03-312026-04-29

BAC BANK AMERICA CORP135.8K shares-4.62%2026-03-312026-04-29

NEE NEXTERA ENERGY INC70.9K shares-0.15%2026-03-312026-04-29

CASY CASEYS GEN STORES INC9.0K shares3.15%2026-03-312026-04-29

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP30.4K shares4.19%2026-03-312026-04-29

ITB ISHARES TR67.1K shares171.83%2026-03-312026-04-29

RIO RIO TINTO PLC62.9K shares-0.85%2026-03-312026-04-29

ULTA ULTA BEAUTY INC11.2K shares32.35%2026-03-312026-04-29

VMC VULCAN MATLS CO21.2K shares11.15%2026-03-312026-04-29

DIA STATE STR SPDR DOW JONES IND12.4K shares0.00%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR9.6K shares12.66%2026-03-312026-04-29

MKL MARKEL GROUP INC2.9K shares-6.50%2026-03-312026-04-29

Sponsored

AXP AMERICAN EXPRESS CO18.1K shares-0.01%2026-03-312026-04-29

MGC VANGUARD WORLD FD23.0K shares0.00%2026-03-312026-04-29

INTU INTUIT12.1K shares-22.08%2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC52.8K shares0.04%2026-03-312026-04-29

ASML ASML HLDG NV3.9K shares122.84%2026-03-312026-04-29

PAVE GLOBAL X FDS102.1K shares-1.24%2026-03-312026-04-29

EME EMCOR GROUP INC6.9K shares34.36%2026-03-312026-04-29

PHM PULTE GROUP INC43.0K shares7.42%2026-03-312026-04-29

Sponsored

IWM ISHARES TR20.4K shares-4.32%2026-03-312026-04-29

DHR DANAHER CORP DEL26.0K shares1.31%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC24.2K shares-1.75%2026-03-312026-04-29

SO SOUTHERN CO50.7K shares7.51%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC14.2K shares-16.81%2026-03-312026-04-29

WRB BERKLEY W R CORP71.6K shares-6.52%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC9.6K shares6.25%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS72.7K shares93.86%2026-03-312026-04-29

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T60.4K shares-9.11%2026-03-312026-04-29

NFLX NETFLIX INC.46.6K shares-1.06%2026-03-312026-04-29

EMR EMERSON ELEC CO33.4K shares7.35%2026-03-312026-04-29

XLV SELECT SECTOR SPDR TR29.7K shares490.88%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP7.2K shares-1.31%2026-03-312026-04-29

LOW LOWES COS INC18.1K shares2.85%2026-03-312026-04-29

UBER UBER TECHNOLOGIES INC58.5K shares-6.30%2026-03-312026-04-29

VUG VANGUARD INDEX FDS9.6K shares-20.69%2026-03-312026-04-29

Sponsored

SCHW SCHWAB CHARLES CORP44.0K shares-1.51%2026-03-312026-04-29

XLU SELECT SECTOR SPDR TR89.9K shares42.28%2026-03-312026-04-29

MCK MCKESSON CORP4.7K shares0.00%2026-03-312026-04-29

CTAS CINTAS CORP24.0K shares3.15%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS16.7K shares0.63%2026-03-312026-04-29

AZO AUTOZONE INC1.2K shares-0.59%2026-03-312026-04-29

EMXC ISHARES INC50.5K shares1013.56%2026-03-312026-04-29

CENCORA INC CENCORA INC12.6K shares-1.41%2026-03-312026-04-29

Sponsored

VTV VANGUARD INDEX FDS19.9K shares-8.87%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW29.8K shares8.28%2026-03-312026-04-29

RTX RTX CORPORATION20.1K shares4.16%2026-03-312026-04-29

HON HONEYWELL INTL INC17.1K shares0.59%2026-03-312026-04-29

EWP ISHARES INC71.0K shares1.87%2026-03-312026-04-29

IEFA ISHARES TR42.1K shares845.48%2026-03-312026-04-29

TOL TOLL BROTHERS INC27.8K shares63.17%2026-03-312026-04-29

UMH UMH PPTYS INC261.7K shares0.00%2026-03-312026-04-29

Sponsored

EW EDWARDS LIFESCIENCES CORP46.0K shares0.00%2026-03-312026-04-29

ORCL ORACLE CORP25.0K shares-2.13%2026-03-312026-04-29

EWU ISHARES TR79.1K shares2.07%2026-03-312026-04-29

EWI ISHARES INC66.7K shares2.16%2026-03-312026-04-29

NDAQ NASDAQ INC41.9K shares-32.58%2026-03-312026-04-29

RPV INVESCO EXCHANGE TRADED FD T33.1K shares-4.84%2026-03-312026-04-29

ODFL OLD DOMINION FREIGHT LINE IN17.5K sharesnew addition2026-03-312026-04-29

BA BOEING CO17.1K shares-51.58%2026-03-312026-04-29

Sponsored

MINT PIMCO ETF TR33.3K shares-68.93%2026-03-312026-04-29

RSG REPUBLIC SVCS INC15.1K shares1.35%2026-03-312026-04-29

OEF ISHARES TR10.2K shares0.00%2026-03-312026-04-29

META META PLATFORMS INC5.6K shares-22.89%2026-03-312026-04-29

FCX FREEPORT MCMORAN INC54.5K shares419.17%2026-03-312026-04-29

DAN DANA INC94.8K shares-56.00%2026-03-312026-04-29

GVI ISHARES TR29.0K shares-2.10%2026-03-312026-04-29

MAS MASCO CORP49.8K shares-0.45%2026-03-312026-04-29

Sponsored

TFC TRUIST FINL CORP65.2K shares-2.32%2026-03-312026-04-29

BKNG BOOKING HOLDINGS INC710 shares-0.42%2026-03-312026-04-29

DHI D R HORTON INC21.7K shares163.47%2026-03-312026-04-29

WY WEYERHAEUSER CO122.0K shares106.80%2026-03-312026-04-29

NOW SERVICENOW INC28.3K shares3264.17%2026-03-312026-04-29

DE DEERE & CO5.2K shares0.04%2026-03-312026-04-29

NVR NVR INC430 shares0.00%2026-03-312026-04-29

UNP UNION PAC CORP11.5K shares1.77%2026-03-312026-04-29

Sponsored

TRV TRAVELERS COMPANIES INC9.5K shares-6.51%2026-03-312026-04-29

SDY SPDR SERIES TRUST18.8K shares1.62%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC22.2K shares3.01%2026-03-312026-04-29

GGG GRACO INC31.8K shares1.12%2026-03-312026-04-29

W WAYFAIR INC35.7K sharesnew addition2026-03-312026-04-29

CMI CUMMINS INC4.9K shares-0.35%2026-03-312026-04-29

VTI VANGUARD INDEX FDS8.1K shares0.00%2026-03-312026-04-29

BAC-PL BANK AMERICA CORP2.2K shares-14.20%2026-03-312026-04-29

Sponsored

TT TRANE TECHNOLOGIES PLC6.0K shares0.00%2026-03-312026-04-29

APH AMPHENOL CORP19.8K shares-50.20%2026-03-312026-04-29

NSC NORFOLK SOUTHN CORP8.6K shares0.00%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC6.7K shares-44.48%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO39.3K shares-7.26%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC8.8K shares-2.82%2026-03-312026-04-29

FI FISERV INC42.0K shares-6.57%2026-03-312026-04-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.6K shares3.36%2026-03-312026-04-29

Sponsored

MPC MARATHON PETE CORP9.3K shares0.00%2026-03-312026-04-29

SMLF ISHARES TR29.5K shares0.00%2026-03-312026-04-29

WTW WILLIS TOWERS WATSON PLC LTD7.6K shares-10.90%2026-03-312026-04-29

XCNY SPDR INDEX SHS FDS76.4K sharesnew addition2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC2.3K shares118.39%2026-03-312026-04-29

IUSV ISHARES TR21.4K shares-20.66%2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR44.0K shares23.39%2026-03-312026-04-29

COF CAPITAL ONE FINL CORP11.9K shares-27.73%2026-03-312026-04-29

Sponsored

SHEL SHELL PLC23.2K shares-1.68%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC12.9K shares-1.15%2026-03-312026-04-29

WFC WELLS FARGO & CO26.6K shares-39.59%2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC8.0K shares23.33%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS23.7K shares1.25%2026-03-312026-04-29

ABCB AMERIS BANCORP26.7K shares0.00%2026-03-312026-04-29

KRE SPDR SERIES TRUST31.6K shares-3.10%2026-03-312026-04-29

SHOP SHOPIFY INC17.1K shares-3.83%2026-03-312026-04-29

Sponsored

XLE SELECT SECTOR SPDR TR32.9K shares4.46%2026-03-312026-04-29

ORLY OREILLY AUTOMOTIVE INC21.8K shares4.82%2026-03-312026-04-29

TXN TEXAS INSTRS INC10.0K shares0.00%2026-03-312026-04-29

CDW CDW CORP15.6K shares-4.35%2026-03-312026-04-29

ROP ROPER TECHNOLOGIES INC5.3K shares13.30%2026-03-312026-04-29

MLM MARTIN MARIETTA MATLS INC3.1K shares0.95%2026-03-312026-04-29

NOC NORTHROP GRUMMAN CORP2.5K shares0.93%2026-03-312026-04-29

BLD TOPBUILD COR4.8K shares262.62%2026-03-312026-04-29

Sponsored

SOUTHSTATE BK CORP SOUTHSTATE BK CORP18.3K shares-0.01%2026-03-312026-04-29

WFC-PL WELLS FARGO & CO1.5K shares-21.57%2026-03-312026-04-29

NKE NIKE INC30.9K shares2.11%2026-03-312026-04-29

STIP ISHARES TR15.6K shares7.69%2026-03-312026-04-29

FNDF SCHWAB STRATEGIC TR32.9K shares-1.51%2026-03-312026-04-29

DFAT DIMENSIONAL ETF TRUST25.4K shares1.08%2026-03-312026-04-29

BSV VANGUARD BD INDEX FDS19.9K shares-1.08%2026-03-312026-04-29

IBTG ISHARES TR68.1K shares-7.08%2026-03-312026-04-29

Sponsored

VFH VANGUARD WORLD FD12.9K shares85.46%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC30.9K shares9.10%2026-03-312026-04-29

AFL AFLAC INC14.1K shares-0.07%2026-03-312026-04-29

MDLZ MONDELEZ INTL INC26.6K shares-0.84%2026-03-312026-04-29

FANG DIAMONDBACK ENERGY INC7.8K shares0.00%2026-03-312026-04-29

CB CHUBB LTD SWITZ4.7K shares14.55%2026-03-312026-04-29

HII HUNTINGTON INGALLS INDS INC4.0K shares0.00%2026-03-312026-04-29

DECK DECKERS OUTDOOR CORP15.2K shares664.05%2026-03-312026-04-29

Sponsored

SAIA SAIA INC4.3K sharesnew addition2026-03-312026-04-29

QCOM QUALCOMM INC11.6K shares8.40%2026-03-312026-04-29

SPGI S&P GLOBAL INC3.5K shares0.00%2026-03-312026-04-29

IEMG ISHARES INC20.8K shares843.73%2026-03-312026-04-29

STT STATE STR CORP11.2K shares0.00%2026-03-312026-04-29

LHX L3HARRIS TECHNOLOGIES INC4.1K shares-0.12%2026-03-312026-04-29

PFE PFIZER INC50.3K shares-4.56%2026-03-312026-04-29

IWR ISHARES TR14.1K shares3.67%2026-03-312026-04-29

Sponsored

HLT HILTON WORLDWIDE HLDGS INC4.5K shares4.79%2026-03-312026-04-29

SOXX ISHARES TR4.1K shares0.00%2026-03-312026-04-29

LKQ LKQ CORP45.6K shares10.19%2026-03-312026-04-29

NFG NATIONAL FUEL GAS CO14.2K shares0.00%2026-03-312026-04-29

DIS DISNEY WALT CO13.5K shares-8.85%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO15.1K shares-3.78%2026-03-312026-04-29

XME SPDR SERIES TRUST11.8K shares-1.30%2026-03-312026-04-29

IVOG VANGUARD ADMIRAL FDS INC10.1K shares-10.52%2026-03-312026-04-29

Sponsored

PPG PPG INDS INC11.8K shares0.00%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD64.3K shares-16.52%2026-03-312026-04-29

DEO DIAGEO PLC16.7K shares-1.17%2026-03-312026-04-29

IEX IDEX CORP6.6K shares0.00%2026-03-312026-04-29

SNPS SYNOPSYS INC3.1K shares-3.77%2026-03-312026-04-29

APD AIR PRODUCTS AND CHEMICALS I4.2K shares-0.12%2026-03-312026-04-29

SBUX STARBUCKS CORP13.6K shares27.10%2026-03-312026-04-29

NVS NOVARTIS AG7.9K shares2.81%2026-03-312026-04-29

Sponsored

FIDU FIDELITY COVINGTON TRUST13.9K shares13.52%2026-03-312026-04-29

SITE SITEONE LANDSCAPE SUPPLY INC9.0K shares0.00%2026-03-312026-04-29

CR CRANE COMPANY7.0K shares-0.04%2026-03-312026-04-29

AIG AMERICAN INTL GROUP INC15.7K shares-4.64%2026-03-312026-04-29

NXPI NXP SEMICONDUCTORS N V5.9K shares-0.79%2026-03-312026-04-29

DFAC DIMENSIONAL ETF TRUST30.2K shares0.00%2026-03-312026-04-29

USB US BANCORP22.3K shares0.09%2026-03-312026-04-29

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP29.1K shares-1.07%2026-03-312026-04-29

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BSCQ INVESCO EXCH TRD SLF IDX FD58.9K shares-18.53%2026-03-312026-04-29

MTD METTLER TOLEDO INTERNATIONAL900 shares0.00%2026-03-312026-04-29

XLI SELECT SECTOR SPDR TR6.9K shares3.93%2026-03-312026-04-29

TSLA TESLA INC3.0K shares-0.07%2026-03-312026-04-29

MELI MERCADOLIBRE INC637 shares-0.78%2026-03-312026-04-29

EFA ISHARES TR11.1K shares30.94%2026-03-312026-04-29

OLED UNIVERSAL DISPLAY CORP11.6K shares5.42%2026-03-312026-04-29

ADP AUTOMATIC DATA PROCESSING IN5.1K shares0.00%2026-03-312026-04-29

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IVW ISHARES TR9.3K shares0.00%2026-03-312026-04-29

PFG PRINCIPAL FINANCIAL GROUP IN11.5K shares-2.03%2026-03-312026-04-29

AMGN AMGEN INC2.9K shares-1.08%2026-03-312026-04-29

IYW ISHARES TR5.7K shares-1.34%2026-03-312026-04-29

L LOEWS CORP9.6K shares0.00%2026-03-312026-04-29

SUB ISHARES TR9.5K shares8.51%2026-03-312026-04-29

GLW CORNING INC7.2K shares-0.49%2026-03-312026-04-29

WEC ENERGY GROUP INC WEC ENERGY GROUP INC8.4K shares0.00%2026-03-312026-04-29

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UPS UNITED PARCEL SVCS INC9.9K shares0.00%2026-03-312026-04-29

BDX BECTON DICKINSON & CO6.2K shares11.31%2026-03-312026-04-29

MMM 3M CO6.6K shares0.00%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC5.9K shares-41.71%2026-03-312026-04-29

BSCS INVESCO EXCH TRD SLF IDX FD43.7K shares-10.01%2026-03-312026-04-29

CDNS CADENCE DESIGN SYSTEM INC3.2K shares-38.24%2026-03-312026-04-29

FTV FORTIVE CORP15.6K shares28.28%2026-03-312026-04-29

DFUS DIMENSIONAL ETF TRUST12.1K shares0.00%2026-03-312026-04-29

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CHRW C H ROBINSON WORLDWIDE IN5.0K shares117.76%2026-03-312026-04-29

RL RALPH LAUREN CORP2.4K shares-6.47%2026-03-312026-04-29

HUBBELL INC HUBBELL INC1.7K shares0.00%2026-03-312026-04-29

CVS CVS HEALTH CORP11.3K shares0.00%2026-03-312026-04-29

VCR VANGUARD WORLD FD2.2K shares-40.93%2026-03-312026-04-29

MFC MANULIFE FINL CORP22.3K shares-0.51%2026-03-312026-04-29

CARR CARRIER GLOBAL CORPORATION13.6K shares0.00%2026-03-312026-04-29

YUM YUM BRANDS INC4.9K shares0.00%2026-03-312026-04-29

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MET METLIFE INC10.7K shares-0.56%2026-03-312026-04-29

GEV GE VERNOVA INC861 shares98.85%2026-03-312026-04-29

T AT&T INC25.7K shares-6.58%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F13.7K shares-2.23%2026-03-312026-04-29

ACGL ARCH CAP GROUP LTD7.7K shares0.00%2026-03-312026-04-29

FNDX SCHWAB STRATEGIC TR26.4K shares9.56%2026-03-312026-04-29

KTOS KRATOS DEFENSE & SEC SOLUTIO10.3K shares-18.27%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE2.6K shares98.53%2026-03-312026-04-29

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TXT TEXTRON INC8.1K shares-12.11%2026-03-312026-04-29

IDXX IDEXX LABS INC1.3K shares0.00%2026-03-312026-04-29

IQV IQVIA HLDGS INC4.1K shares-6.61%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC7.8K shares1.17%2026-03-312026-04-29

OMC OMNICOM GROUP INC8.9K shares0.00%2026-03-312026-04-29

ROK ROCKWELL AUTOMATION INC1.9K shares19.00%2026-03-312026-04-29

TDG TRANSDIGM GROUP INC581 shares-5.07%2026-03-312026-04-29

MUNI PIMCO ETF TR12.6K shares4.51%2026-03-312026-04-29

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SHW SHERWIN WILLIAMS CO2.0K shares0.00%2026-03-312026-04-29

IWY ISHARES TR2.5K shares0.00%2026-03-312026-04-29

VST VISTRA CORP4.2K shares-75.49%2026-03-312026-04-29

SYY SYSCO CORP8.7K shares0.00%2026-03-312026-04-29

NOBL PROSHARES TR5.8K shares0.00%2026-03-312026-04-29

IYH ISHARES TR10.0K shares0.00%2026-03-312026-04-29

DOV DOVER CORP2.9K shares0.00%2026-03-312026-04-29

IYF ISHARES TR5.1K shares0.00%2026-03-312026-04-29

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RF REGIONS FINANCIAL CORP NEW22.4K shares-1.67%2026-03-312026-04-29

WST WEST PHARMACEUTICAL SVSC INC2.4K shares0.00%2026-03-312026-04-29

GPN GLOBAL PMTS INC8.8K shares0.00%2026-03-312026-04-29

XLC SELECT SECTOR SPDR TR5.3K shares-14.27%2026-03-312026-04-29

GSY INVESCO ACTIVELY MANAGED EXC11.6K shares-13.82%2026-03-312026-04-29

BSCT INVESCO EXCH TRD SLF IDX FD31.1K shares-20.18%2026-03-312026-04-29

XHB SPDR SERIES TRUST5.7K shares535.29%2026-03-312026-04-29

MTB M & T BK CORP2.7K shares0.00%2026-03-312026-04-29

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SLB SLB LIMITED10.3K shares-17.83%2026-03-312026-04-29

EMN EASTMAN CHEM CO6.8K shares0.00%2026-03-312026-04-29

GDX VANECK ETF TRUST5.7K shares-14.93%2026-03-312026-04-29

MO ALTRIA GROUP INC7.7K shares0.00%2026-03-312026-04-29

PBA PEMBINA PIPELINE CORP11.6K shares0.00%2026-03-312026-04-29

ADSK AUTODESK INC2.1K shares-5.95%2026-03-312026-04-29

CSX CSX CORP12.5K shares19.00%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS3.5K shares0.00%2026-03-312026-04-29

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STPZ PIMCO ETF TR9.4K shares0.00%2026-03-312026-04-29

VBR VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-04-29

ZTS ZOETIS INC4.3K shares0.00%2026-03-312026-04-29

KMB KIMBERLY-CLARK CORP5.1K shares7.14%2026-03-312026-04-29

AJG GALLAGHER ARTHUR J & CO2.3K shares0.00%2026-03-312026-04-29

WMB WILLIAMS COS INC6.8K shares-5.24%2026-03-312026-04-29

PSX PHILLIPS 662.7K shares0.00%2026-03-312026-04-29

IWO ISHARES TR1.6K shares0.00%2026-03-312026-04-29

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AIVL WISDOMTREE TR4.2K shares0.00%2026-03-312026-04-29

GILD GILEAD SCIENCES INC3.5K shares9.50%2026-03-312026-04-29

ECL ECOLAB INC1.8K shares38.20%2026-03-312026-04-29

VCRB VANGUARD MALVERN FDS6.0K shares27.46%2026-03-312026-04-29

DLTR DOLLAR TREE INC4.2K shares0.00%2026-03-312026-04-29

VRT VERTIV HOLDINGS CO1.8K shares0.00%2026-03-312026-04-29

VLTO VERALTO CORP5.1K shares7.44%2026-03-312026-04-29

TGT TARGET CORP3.7K shares-1.60%2026-03-312026-04-29

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IBB ISHARES TR2.6K shares0.00%2026-03-312026-04-29

SLRC SLR INVESTMENT CORP30.7K shares0.00%2026-03-312026-04-29

JMST J P MORGAN EXCHANGE TRADED F8.6K shares0.00%2026-03-312026-04-29

SFBS SERVISFIRST BANCSHARES INC6.0K shares0.00%2026-03-312026-04-29

MMC MARSH & MCLENNAN COS INC2.5K shares0.00%2026-03-312026-04-29

GSLC GOLDMAN SACHS ETF TR3.3K shares0.00%2026-03-312026-04-29

MUSA MURPHY USA INC826 shares43.15%2026-03-312026-04-29

DFAE DIMENSIONAL ETF TRUST12.0K shares6.98%2026-03-312026-04-29

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TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.9K shares0.00%2026-03-312026-04-29

IBP INSTALLED BLDG PRODS INC1.5K shares0.00%2026-03-312026-04-29

EBAY EBAY INC.4.3K shares-90.35%2026-03-312026-04-29

SWKS SKYWORKS SOLUTIONS INC7.3K shares-1.56%2026-03-312026-04-29

CRM SALESFORCE INC2.1K shares-42.58%2026-03-312026-04-29

D DOMINION ENERGY INC6.2K shares0.00%2026-03-312026-04-29

BK BANK NEW YORK MELLON CORP3.2K shares-7.26%2026-03-312026-04-29

SCCO SOUTHERN COPPER CORP2.2K shares4.49%2026-03-312026-04-29

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CHD CHURCH & DWIGHT CO INC4.0K shares0.00%2026-03-312026-04-29

PAYX PAYCHEX INC4.0K shares0.00%2026-03-312026-04-29

EPP ISHARES INC6.9K shares0.00%2026-03-312026-04-29

OTIS OTIS WORLDWIDE CORP4.7K shares-4.14%2026-03-312026-04-29

AGG ISHARES TR3.7K shares0.00%2026-03-312026-04-29

VRTX VERTEX PHARMACEUTICALS INC817 shares2.51%2026-03-312026-04-29

KLAC KLA CORP243 shares16.27%2026-03-312026-04-29

BLACKSTONE INC BLACKSTONE INC3.1K shares-47.23%2026-03-312026-04-29

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SCHX SCHWAB STRATEGIC TR13.6K shares0.00%2026-03-312026-04-29

STZ CONSTELLATION BRANDS INC2.3K shares14.25%2026-03-312026-04-29

COP CONOCOPHILLIPS2.6K shares-5.86%2026-03-312026-04-29

SNX TD SYNNEX CORPORATION2.0K shares-24.53%2026-03-312026-04-29

NUE NUCOR CORP2.0K shares0.00%2026-03-312026-04-29

GBTC GRAYSCALE BITCOIN TRUST ETF6.3K shares-16.06%2026-03-312026-04-29

ENB ENBRIDGE INC6.1K shares-5.70%2026-03-312026-04-29

MNST MONSTER BEVERAGE CORP NEW4.6K shares0.00%2026-03-312026-04-29

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VT VANGUARD INTL EQUITY INDEX F2.4K shares5.61%2026-03-312026-04-29

XEL XCEL ENERGY INC4.1K shares0.00%2026-03-312026-04-29

VPU VANGUARD WORLD FD1.6K shares-0.30%2026-03-312026-04-29

GRPM INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-03-312026-04-29

IYE ISHARES TR4.9K shares0.00%2026-03-312026-04-29

FHLC FIDELITY COVINGTON TRUST4.5K shares-47.89%2026-03-312026-04-29

IEI ISHARES TR2.7K shares0.00%2026-03-312026-04-29

CMCSA COMCAST CORP NEW10.9K shares0.00%2026-03-312026-04-29

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KMX CARMAX INC7.5K shares0.00%2026-03-312026-04-29

KR KROGER CO4.3K shares0.00%2026-03-312026-04-29

IRM IRON MTN INC DEL3.0K shares0.00%2026-03-312026-04-29

AKAM AKAMAI TECHNOLOGIES INC2.7K shares0.00%2026-03-312026-04-29

AYI ACUITY INC1.1K shares0.00%2026-03-312026-04-29

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC3.5K sharesnew addition2026-03-312026-04-29

FNF FIDELITY NATL FINL INC6.5K shares0.00%2026-03-312026-04-29

AWK AMERICAN WTR WKS CO INC NEW2.2K shares36.98%2026-03-312026-04-29

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AVLC AMERICAN CENTY ETF TR3.8K shares16.72%2026-03-312026-04-29

KTB KONTOOR BRANDS INC4.2K shares-9.17%2026-03-312026-04-29

PFF ISHARES TR9.6K shares-1.44%2026-03-312026-04-29

IOO ISHARES TR2.4K shares0.00%2026-03-312026-04-29

QUAL ISHARES TR1.5K shares0.00%2026-03-312026-04-29

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.6K shares0.00%2026-03-312026-04-29

MAA MID-AMER APT CMNTYS INC2.3K shares0.00%2026-03-312026-04-29

CXT CRANE NXT CO7.0K shares0.00%2026-03-312026-04-29

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VEU VANGUARD INTL EQUITY INDEX F3.7K shares11.23%2026-03-312026-04-29

CW CURTISS WRIGHT CORP407 shares21.86%2026-03-312026-04-29

EEM ISHARES TR4.8K shares82.19%2026-03-312026-04-29

STERIS PLC STERIS PLC1.2K shares0.00%2026-03-312026-04-29

HSY HERSHEY CO1.3K shares0.00%2026-03-312026-04-29

EHC ENCOMPASS HEALTH CORP2.7K shares0.15%2026-03-312026-04-29

TDY TELEDYNE TECHNOLOGIES INC434 shares0.23%2026-03-312026-04-29

EWZ ISHARES INC6.8K sharesnew addition2026-03-312026-04-29

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MUB ISHARES TR2.4K shares0.00%2026-03-312026-04-29

DFEV DIMENSIONAL ETF TRUST7.1K shares20.34%2026-03-312026-04-29

BSCU INVESCO EXCH TRD SLF IDX FD15.2K shares0.00%2026-03-312026-04-29

CRWD CROWDSTRIKE HLDGS INC647 shares7.30%2026-03-312026-04-29

ED CONSOLIDATED EDISON INC2.2K shares0.00%2026-03-312026-04-29

TXRH TEXAS ROADHOUSE INC1.5K shares0.00%2026-03-312026-04-29

SDVY FIRST TR EXCHANGE TRADED FD6.2K shares0.00%2026-03-312026-04-29

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.2K shares-3.06%2026-03-312026-04-29

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CEG CONSTELLATION ENERGY CORP848 shares-8.13%2026-03-312026-04-29

QXO QXO INC12.0K shares0.00%2026-03-312026-04-29

SRE SEMPRA2.4K shares0.00%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC1.6K shares-29.31%2026-03-312026-04-29

WHR WHIRLPOOL CORP4.2K shares89.69%2026-03-312026-04-29

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET7.5K shares12.62%2026-03-312026-04-29

BN BROOKFIELD CORP5.6K shares-5.32%2026-03-312026-04-29

AVXC AMERICAN CENTY ETF TR3.3K shares3.12%2026-03-312026-04-29

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NVT NVENT ELEC PLC1.9K shares0.00%2026-03-312026-04-29

VRSN VERISIGN INC900 shares0.00%2026-03-312026-04-29

ONC BEONE MEDICINES LTD750 shares0.00%2026-03-312026-04-29

WAT WATERS CORP745 sharesnew addition2026-03-312026-04-29

HHH HOWARD HUGHES HOLDINGS INC3.5K shares0.00%2026-03-312026-04-29

SPTM SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-04-29

DOCU DOCUSIGN INC4.6K shares194.21%2026-03-312026-04-29

VLO VALERO ENERGY CORP876 shares0.00%2026-03-312026-04-29

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FE FIRSTENERGY CORP4.2K shares0.00%2026-03-312026-04-29

HEI HEICO CORP NEW774 shares0.00%2026-03-312026-04-29

EQT CORP EQT CORP3.3K shares0.00%2026-03-312026-04-29

DVY ISHARES TR1.4K shares-31.05%2026-03-312026-04-29

WM WASTE MGMT INC DEL920 shares-8.82%2026-03-312026-04-29

CCJ CAMECO CORP1.9K shares7.78%2026-03-312026-04-29

LINDE PLC LINDE PLC424 shares0.00%2026-03-312026-04-29

VOE VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-29

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EOG EOG RES INC1.4K shares0.00%2026-03-312026-04-29

BSX BOSTON SCIENTIFIC CORP3.3K shares-80.87%2026-03-312026-04-29

SCHM SCHWAB STRATEGIC TR6.6K shares0.00%2026-03-312026-04-29

AMP AMERIPRISE FINL INC462 shares0.00%2026-03-312026-04-29

FEUZ FIRST TR EXCH TRD ALPHDX FD3.2K sharesnew addition2026-03-312026-04-29

IR INGERSOLL RAND INC2.5K shares0.00%2026-03-312026-04-29

IHI ISHARES TR3.7K shares0.00%2026-03-312026-04-29

AEP AMERICAN ELEC PWR CO INC1.5K shares-1.58%2026-03-312026-04-29

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GWW WW GRAINGER INC178 shares-27.35%2026-03-312026-04-29

ALLE ALLEGION PLC1.3K shares0.00%2026-03-312026-04-29

DON WISDOMTREE TR3.7K shares0.00%2026-03-312026-04-29

BARRICK MNG CORP BARRICK MNG CORP4.7K shares5.28%2026-03-312026-04-29

NEM NEWMONT CORP1.8K shares-4.63%2026-03-312026-04-29

EPD ENTERPRISE PRODS PARTNERS L5.0K shares-15.22%2026-03-312026-04-29

DGX QUEST DIAGNOSTICS INC950 shares0.00%2026-03-312026-04-29

AMT AMERICAN TOWER CORP1.1K shares22.45%2026-03-312026-04-29

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DRI DARDEN RESTAURANTS INC936 shares0.00%2026-03-312026-04-29

CLX CLOROX CO DEL1.8K shares0.00%2026-03-312026-04-29

CMG CHIPOTLE MEXICAN GRILL INC5.7K shares0.00%2026-03-312026-04-29

FDX FEDEX CORP504 shares0.00%2026-03-312026-04-29

IWP ISHARES TR1.4K shares0.00%2026-03-312026-04-29

ETR ENTERGY CORP NEW1.6K shares0.00%2026-03-312026-04-29

RIVN RIVIAN AUTOMOTIVE INC11.7K shares0.00%2026-03-312026-04-29

IYM ISHARES TR1.0K shares0.00%2026-03-312026-04-29

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KVUE KENVUE INC10.2K shares6.28%2026-03-312026-04-29

SMH VANECK ETF TRUST456 shares0.00%2026-03-312026-04-29

THE CIGNA GROUP THE CIGNA GROUP654 shares-5.22%2026-03-312026-04-29

INTC INTEL CORP3.9K shares0.00%2026-03-312026-04-29

DAL DELTA AIR LINES INC2.5K shares18.60%2026-03-312026-04-29

EXC EXELON CORP3.4K shares0.00%2026-03-312026-04-29

IJS ISHARES TR1.4K shares0.00%2026-03-312026-04-29

BSCW INVESCO EXCH TRD SLF IDX FD8.1K shares0.00%2026-03-312026-04-29

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VKTX VIKING THERAPEUTICS INC5.0K shares0.00%2026-03-312026-04-29

GSIE GOLDMAN SACHS ETF TR3.7K shares0.00%2026-03-312026-04-29

O REALTY INCOME CORP2.6K shares0.00%2026-03-312026-04-29

IYK ISHARES TR2.3K shares0.00%2026-03-312026-04-29

BSCV INVESCO EXCH TRD SLF IDX FD9.3K shares0.00%2026-03-312026-04-29

NNN NNN REIT INC3.6K shares0.00%2026-03-312026-04-29

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC3.5K shares0.00%2026-03-312026-04-29

TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO13.0K shares0.00%2026-03-312026-04-29

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BND VANGUARD BD INDEX FDS2.0K shares0.00%2026-03-312026-04-29

MPV BARINGS PARTN INVS8.5K shares-10.53%2026-03-312026-04-29

TPZ TORTOISE CAPITAL SERIES TRUS6.6K shares0.00%2026-03-312026-04-29

INDA ISHARES TR3.1K shares-21.73%2026-03-312026-04-29

MPWR MONOLITHIC PWR SYS INC130 shares0.00%2026-03-312026-04-29

MCI BARINGS CORPORATE INVS8.2K shares-10.85%2026-03-312026-04-29

VGT VANGUARD WORLD FD199 shares0.00%2026-03-312026-04-29

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KKR & CO INC KKR & CO INC1.5K shares0.00%2026-03-312026-04-29

EOSE EOS ENERGY ENTERPRISES INC27.5K shares66.07%2026-03-312026-04-29

WDAY WORKDAY INC1.0K shares-26.71%2026-03-312026-04-29

QQQI NEOS ETF TRUST2.7K shares-36.02%2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC1.2K shares0.00%2026-03-312026-04-29

LUV SOUTHWEST AIRLS CO3.5K shares0.00%2026-03-312026-04-29

UNILEVER PLC UNILEVER PLC2.3K shares0.00%2026-03-312026-04-29

XLP SELECT SECTOR SPDR TR1.6K shares-79.73%2026-03-312026-04-29

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SPG SIMON PPTY GROUP INC NEW702 shares0.00%2026-03-312026-04-29

VGLT VANGUARD SCOTTSDALE FDS2.4K sharesnew addition2026-03-312026-04-29

PRU PRUDENTIAL FINL INC1.3K shares0.00%2026-03-312026-04-29

EGP EASTGROUP PPTYS INC690 shares0.00%2026-03-312026-04-29

MLI MUELLER INDS INC1.2K shares0.00%2026-03-312026-04-29

NATIONAL GRID PLC NATIONAL GRID PLC1.5K shares2.85%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS2.6K shares0.00%2026-03-312026-04-29

IBTH ISHARES TR5.6K shares0.00%2026-03-312026-04-29

Sponsored

ALL ALLSTATE CORP600 shares0.67%2026-03-312026-04-29

GSK PLC GSK PLC2.2K shares-4.37%2026-03-312026-04-29

ATR APTARGROUP INC979 shares0.00%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR4.9K shares26.21%2026-03-312026-04-29

OKTA OKTA INC1.6K shares-15.17%2026-03-312026-04-29

KGS KODIAK GAS SVCS INC2.0K sharesnew addition2026-03-312026-04-29

CBAN COLONY BANKCORP INC5.9K shares0.00%2026-03-312026-04-29

IJK ISHARES TR1.2K shares0.00%2026-03-312026-04-29

Sponsored

DAR DARLING INGREDIENTS INC1.9K shares-34.00%2026-03-312026-04-29

ESLT ELBIT SYS LTD132 shares-21.89%2026-03-312026-04-29

VHT VANGUARD WORLD FD411 shares-2.14%2026-03-312026-04-29

PLNT PLANET FITNESS MASTER ISSUER1.5K shares0.00%2026-03-312026-04-29

PPL PPL CORP2.8K shares-4.44%2026-03-312026-04-29

BINC BLACKROCK ETF TRUST II2.1K shares0.00%2026-03-312026-04-29

IYC ISHARES TR1.1K shares0.00%2026-03-312026-04-29

REGN REGENERON PHARMACEUTICALS137 shares0.00%2026-03-312026-04-29

Sponsored

BRO BROWN & BROWN INC1.6K shares249.13%2026-03-312026-04-29

GTLS CHART INDS INC493 shares-69.45%2026-03-312026-04-29

IEV ISHARES TR1.5K shares0.00%2026-03-312026-04-29

MDGL MADRIGAL PHARMACEUTICALS INC194 shares0.00%2026-03-312026-04-29

IVV

ISHARES TR

-5.26%

Shares242.5K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-0.28%

Shares178.6K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-1.86%

Shares295.2K

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.64%

Shares104.1K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-3.17%

Shares200.0K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-0.13%

Shares138.4K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-2.16%

Shares187.8K

Event2026-03-31

Filed2026-04-29

IWB

ISHARES TR

-0.02%

Shares107.4K

Event2026-03-31

Filed2026-04-29

VGIT

VANGUARD SCOTTSDALE FDS

17.33%

Shares544.6K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

13.62%

Shares169.0K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-5.50%

Shares174.9K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.20%

Shares233.6K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

0.40%

Shares374.9K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

1.92%

Shares28.8K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

22.36%

Shares386.0K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

-0.51%

Shares114.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-2.85%

Shares85.2K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

3.51%

Shares82.3K

Event2026-03-31

Filed2026-04-29

VGSH

VANGUARD SCOTTSDALE FDS

32.01%

Shares408.6K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

1.75%

Shares88.4K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

-4.72%

Shares52.1K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

7.70%

Shares37.0K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

2.32%

Shares90.1K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

3.01%

Shares66.5K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

4.09%

Shares73.7K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-4.76%

Shares67.3K

Event2026-03-31

Filed2026-04-29

GOLDMAN SACHS GROUP INC

3.49%

Shares24.6K

Event2026-03-31

Filed2026-04-29

VISA INC

1.24%

Shares68.8K

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-8.16%

Shares55.3K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

-2.76%

Shares137.8K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

0.52%

Shares77.2K

Event2026-03-31

Filed2026-04-29

SHY

ISHARES TR

10.94%

Shares199.9K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

11.25%

Shares47.7K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

-3.66%

Shares72.2K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

4.45%

Shares15.0K

Event2026-03-31

Filed2026-04-29

ADI

ANALOG DEVICES INC

16.97%

Shares46.3K

Event2026-03-31

Filed2026-04-29

MAR

MARRIOTT INTL INC NEW

-0.97%

Shares43.7K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

-6.45%

Shares107.6K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

-0.69%

Shares87.5K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

-0.42%

Shares81.0K

Event2026-03-31

Filed2026-04-29

PARKER-HANNIFIN CORP

-1.91%

Shares14.4K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-7.95%

Shares75.2K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

13.62%

Shares25.9K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

-0.31%

Shares153.0K

Event2026-03-31

Filed2026-04-29

JPST

J P MORGAN EXCHANGE TRADED F

-14.90%

Shares235.1K

Event2026-03-31

Filed2026-04-29

AME

AMETEK INC

0.67%

Shares51.4K

Event2026-03-31

Filed2026-04-29

SYK

STRYKER CORPORATION

-7.70%

Shares33.1K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

0.22%

Shares20.9K

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

-0.55%

Shares99.3K

Event2026-03-31

Filed2026-04-29

URI

UNITED RENTALS INC

-32.97%

Shares13.6K

Event2026-03-31

Filed2026-04-29

MORGAN STANLEY

-4.24%

Shares59.5K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

9.74%

Shares67.6K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

-1.49%

Shares119.3K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

1.69%

Shares43.6K

Event2026-03-31

Filed2026-04-29

EFX

EQUIFAX INC

0.00%

Shares49.6K

Event2026-03-31

Filed2026-04-29

VDE

VANGUARD WORLD FD

112.20%

Shares51.5K

Event2026-03-31

Filed2026-04-29

CBRE

CBRE GROUP INC

4.91%

Shares65.1K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

-20.08%

Shares12.4K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

15.49%

Shares20.3K

Event2026-03-31

Filed2026-04-29

XBI

SPDR SERIES TRUST

21.53%

Shares68.2K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

11.84%

Shares26.5K

Event2026-03-31

Filed2026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares11

Event2026-03-31

Filed2026-04-29

CPRT

COPART INC

2.95%

Shares232.2K

Event2026-03-31

Filed2026-04-29

VCIT

VANGUARD SCOTTSDALE FDS

166.21%

Shares92.7K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

41.43%

Shares61.3K

Event2026-03-31

Filed2026-04-29

ICE

INTERCONTINENTAL EXCHANGE IN

-1.23%

Shares48.3K

Event2026-03-31

Filed2026-04-29

ADBE

ADOBE INC

-6.84%

Shares30.4K

Event2026-03-31

Filed2026-04-29

GPC

GENUINE PARTS CO

19.59%

Shares64.9K

Event2026-03-31

Filed2026-04-29

ISRG

INTUITIVE SURGICAL INC

-7.14%

Shares14.5K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

-4.62%

Shares135.8K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

-0.15%

Shares70.9K

Event2026-03-31

Filed2026-04-29

CASY

CASEYS GEN STORES INC

3.15%

Shares9.0K

Event2026-03-31

Filed2026-04-29

LAM RESEARCH CORP

4.19%

Shares30.4K

Event2026-03-31

Filed2026-04-29

ITB

ISHARES TR

171.83%

Shares67.1K

Event2026-03-31

Filed2026-04-29

RIO

RIO TINTO PLC

-0.85%

Shares62.9K

Event2026-03-31

Filed2026-04-29

ULTA

ULTA BEAUTY INC

32.35%

Shares11.2K

Event2026-03-31

Filed2026-04-29

VMC

VULCAN MATLS CO

11.15%

Shares21.2K

Event2026-03-31

Filed2026-04-29

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

12.66%

Shares9.6K

Event2026-03-31

Filed2026-04-29

MKL

MARKEL GROUP INC

-6.50%

Shares2.9K

Event2026-03-31

Filed2026-04-29

AXP

AMERICAN EXPRESS CO

-0.01%

Shares18.1K

Event2026-03-31

Filed2026-04-29

MGC

VANGUARD WORLD FD

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-29

INTU

INTUIT

-22.08%

Shares12.1K

Event2026-03-31

Filed2026-04-29

MARVELL TECHNOLOGY INC

0.04%

Shares52.8K

Event2026-03-31

Filed2026-04-29

ASML

ASML HLDG NV

122.84%

Shares3.9K

Event2026-03-31

Filed2026-04-29

PAVE

GLOBAL X FDS

-1.24%

Shares102.1K

Event2026-03-31

Filed2026-04-29

EME

EMCOR GROUP INC

34.36%

Shares6.9K

Event2026-03-31

Filed2026-04-29

PHM

PULTE GROUP INC

7.42%

Shares43.0K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

-4.32%

Shares20.4K

Event2026-03-31

Filed2026-04-29

DHR

DANAHER CORP DEL

1.31%

Shares26.0K

Event2026-03-31

Filed2026-04-29

AMD

ADVANCED MICRO DEVICES INC

-1.75%

Shares24.2K

Event2026-03-31

Filed2026-04-29

SOUTHERN CO

7.51%

Shares50.7K

Event2026-03-31

Filed2026-04-29

MICRON TECHNOLOGY INC

-16.81%

Shares14.2K

Event2026-03-31

Filed2026-04-29

WRB

BERKLEY W R CORP

-6.52%

Shares71.6K

Event2026-03-31

Filed2026-04-29

TMO

THERMO FISHER SCIENTIFIC INC

6.25%

Shares9.6K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

93.86%

Shares72.7K

Event2026-03-31

Filed2026-04-29

SPHQ

INVESCO EXCHANGE TRADED FD T

-9.11%

Shares60.4K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

-1.06%

Shares46.6K

Event2026-03-31

Filed2026-04-29

EMR

EMERSON ELEC CO

7.35%

Shares33.4K

Event2026-03-31

Filed2026-04-29

XLV

SELECT SECTOR SPDR TR

490.88%

Shares29.7K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

-1.31%

Shares7.2K

Event2026-03-31

Filed2026-04-29

LOW

LOWES COS INC

2.85%

Shares18.1K

Event2026-03-31

Filed2026-04-29

UBER

UBER TECHNOLOGIES INC

-6.30%

Shares58.5K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

-20.69%

Shares9.6K

Event2026-03-31

Filed2026-04-29

SCHW

SCHWAB CHARLES CORP

-1.51%

Shares44.0K

Event2026-03-31

Filed2026-04-29

XLU

SELECT SECTOR SPDR TR

42.28%

Shares89.9K

Event2026-03-31

Filed2026-04-29

MCK

MCKESSON CORP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-29

CTAS

CINTAS CORP

3.15%

Shares24.0K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

0.63%

Shares16.7K

Event2026-03-31

Filed2026-04-29

AZO

AUTOZONE INC

-0.59%

Shares1.2K

Event2026-03-31

Filed2026-04-29

EMXC

ISHARES INC

1013.56%

Shares50.5K

Event2026-03-31

Filed2026-04-29

CENCORA INC

-1.41%

Shares12.6K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

-8.87%

Shares19.9K

Event2026-03-31

Filed2026-04-29

DUKE ENERGY CORP NEW

8.28%

Shares29.8K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

4.16%

Shares20.1K

Event2026-03-31

Filed2026-04-29

HON

HONEYWELL INTL INC

0.59%

Shares17.1K

Event2026-03-31

Filed2026-04-29

EWP

ISHARES INC

1.87%

Shares71.0K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

845.48%

Shares42.1K

Event2026-03-31

Filed2026-04-29

TOL

TOLL BROTHERS INC

63.17%

Shares27.8K

Event2026-03-31

Filed2026-04-29

UMH

UMH PPTYS INC

0.00%

Shares261.7K

Event2026-03-31

Filed2026-04-29

EDWARDS LIFESCIENCES CORP

0.00%

Shares46.0K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

-2.13%

Shares25.0K

Event2026-03-31

Filed2026-04-29

EWU

ISHARES TR

2.07%

Shares79.1K

Event2026-03-31

Filed2026-04-29

EWI

ISHARES INC

2.16%

Shares66.7K

Event2026-03-31

Filed2026-04-29

NDAQ

NASDAQ INC

-32.58%

Shares41.9K

Event2026-03-31

Filed2026-04-29

RPV

INVESCO EXCHANGE TRADED FD T

-4.84%

Shares33.1K

Event2026-03-31

Filed2026-04-29

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares17.5K

Event2026-03-31

Filed2026-04-29

BOEING CO

-51.58%

Shares17.1K

Event2026-03-31

Filed2026-04-29

MINT

PIMCO ETF TR

-68.93%

Shares33.3K

Event2026-03-31

Filed2026-04-29

RSG

REPUBLIC SVCS INC

1.35%

Shares15.1K

Event2026-03-31

Filed2026-04-29

OEF

ISHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-29

META

META PLATFORMS INC

-22.89%

Shares5.6K

Event2026-03-31

Filed2026-04-29

FCX

FREEPORT MCMORAN INC

419.17%

Shares54.5K

Event2026-03-31

Filed2026-04-29

DAN

DANA INC

-56.00%

Shares94.8K

Event2026-03-31

Filed2026-04-29

GVI

ISHARES TR

-2.10%

Shares29.0K

Event2026-03-31

Filed2026-04-29

MAS

MASCO CORP

-0.45%

Shares49.8K

Event2026-03-31

Filed2026-04-29

TFC

TRUIST FINL CORP

-2.32%

Shares65.2K

Event2026-03-31

Filed2026-04-29

BKNG

BOOKING HOLDINGS INC

-0.42%

Shares710

Event2026-03-31

Filed2026-04-29

DHI

D R HORTON INC

163.47%

Shares21.7K

Event2026-03-31

Filed2026-04-29

WEYERHAEUSER CO

106.80%

Shares122.0K

Event2026-03-31

Filed2026-04-29

NOW

SERVICENOW INC

3264.17%

Shares28.3K

Event2026-03-31

Filed2026-04-29

DEERE & CO

0.04%

Shares5.2K

Event2026-03-31

Filed2026-04-29

NVR

NVR INC

0.00%

Shares430

Event2026-03-31

Filed2026-04-29

UNP

UNION PAC CORP

1.77%

Shares11.5K

Event2026-03-31

Filed2026-04-29

TRV

TRAVELERS COMPANIES INC

-6.51%

Shares9.5K

Event2026-03-31

Filed2026-04-29

SDY

SPDR SERIES TRUST

1.62%

Shares18.8K

Event2026-03-31

Filed2026-04-29

ARISTA NETWORKS INC

3.01%

Shares22.2K

Event2026-03-31

Filed2026-04-29

GGG

GRACO INC

1.12%

Shares31.8K

Event2026-03-31

Filed2026-04-29

WAYFAIR INC

New

Shares35.7K

Event2026-03-31

Filed2026-04-29

CMI

CUMMINS INC

-0.35%

Shares4.9K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-29

BAC-PL

BANK AMERICA CORP

-14.20%

Shares2.2K

Event2026-03-31

Filed2026-04-29

TRANE TECHNOLOGIES PLC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-29

APH

AMPHENOL CORP

-50.20%

Shares19.8K

Event2026-03-31

Filed2026-04-29

NSC

NORFOLK SOUTHN CORP

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-29

EATON CORP PLC

-44.48%

Shares6.7K

Event2026-03-31

Filed2026-04-29

BMY

BRISTOL-MYERS SQUIBB CO

-7.26%

Shares39.3K

Event2026-03-31

Filed2026-04-29

UNH

UNITEDHEALTH GROUP INC

-2.82%

Shares8.8K

Event2026-03-31

Filed2026-04-29

FISERV INC

-6.57%

Shares42.0K

Event2026-03-31

Filed2026-04-29

ACCENTURE PLC IRELAND

3.36%

Shares11.6K

Event2026-03-31

Filed2026-04-29

MPC

MARATHON PETE CORP

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-29

SMLF

ISHARES TR

0.00%

Shares29.5K

Event2026-03-31

Filed2026-04-29

WTW

WILLIS TOWERS WATSON PLC LTD

-10.90%

Shares7.6K

Event2026-03-31

Filed2026-04-29

XCNY

SPDR INDEX SHS FDS

New

Shares76.4K

Event2026-03-31

Filed2026-04-29

BLACKROCK INC

118.39%

Shares2.3K

Event2026-03-31

Filed2026-04-29

IUSV

ISHARES TR

-20.66%

Shares21.4K

Event2026-03-31

Filed2026-04-29

XLF

SELECT SECTOR SPDR TR

23.39%

Shares44.0K

Event2026-03-31

Filed2026-04-29

COF

CAPITAL ONE FINL CORP

-27.73%

Shares11.9K

Event2026-03-31

Filed2026-04-29

SHEL

SHELL PLC

-1.68%

Shares23.2K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

-1.15%

Shares12.9K

Event2026-03-31

Filed2026-04-29

WFC

WELLS FARGO & CO

-39.59%

Shares26.6K

Event2026-03-31

Filed2026-04-29

ITW

ILLINOIS TOOL WKS INC

23.33%

Shares8.0K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

1.25%

Shares23.7K

Event2026-03-31

Filed2026-04-29

ABCB

AMERIS BANCORP

0.00%

Shares26.7K

Event2026-03-31

Filed2026-04-29

KRE

SPDR SERIES TRUST

-3.10%

Shares31.6K

Event2026-03-31

Filed2026-04-29

SHOP

SHOPIFY INC

-3.83%

Shares17.1K

Event2026-03-31

Filed2026-04-29

XLE

SELECT SECTOR SPDR TR

4.46%

Shares32.9K

Event2026-03-31

Filed2026-04-29

ORLY

OREILLY AUTOMOTIVE INC

4.82%

Shares21.8K

Event2026-03-31

Filed2026-04-29

TXN

TEXAS INSTRS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-29

CDW

CDW CORP

-4.35%

Shares15.6K

Event2026-03-31

Filed2026-04-29

ROP

ROPER TECHNOLOGIES INC

13.30%

Shares5.3K

Event2026-03-31

Filed2026-04-29

MLM

MARTIN MARIETTA MATLS INC

0.95%

Shares3.1K

Event2026-03-31

Filed2026-04-29

NOC

NORTHROP GRUMMAN CORP

0.93%

Shares2.5K

Event2026-03-31

Filed2026-04-29

BLD

TOPBUILD COR

262.62%

Shares4.8K

Event2026-03-31

Filed2026-04-29

SOUTHSTATE BK CORP

-0.01%

Shares18.3K

Event2026-03-31

Filed2026-04-29

WFC-PL

WELLS FARGO & CO

-21.57%

Shares1.5K

Event2026-03-31

Filed2026-04-29

NKE

NIKE INC

2.11%

Shares30.9K

Event2026-03-31

Filed2026-04-29

STIP

ISHARES TR

7.69%

Shares15.6K

Event2026-03-31

Filed2026-04-29

FNDF

SCHWAB STRATEGIC TR

-1.51%

Shares32.9K

Event2026-03-31

Filed2026-04-29

DFAT

DIMENSIONAL ETF TRUST

1.08%

Shares25.4K

Event2026-03-31

Filed2026-04-29

BSV

VANGUARD BD INDEX FDS

-1.08%

Shares19.9K

Event2026-03-31

Filed2026-04-29

IBTG

ISHARES TR

-7.08%

Shares68.1K

Event2026-03-31

Filed2026-04-29

VFH

VANGUARD WORLD FD

85.46%

Shares12.9K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

9.10%

Shares30.9K

Event2026-03-31

Filed2026-04-29

AFL

AFLAC INC

-0.07%

Shares14.1K

Event2026-03-31

Filed2026-04-29

MDLZ

MONDELEZ INTL INC

-0.84%

Shares26.6K

Event2026-03-31

Filed2026-04-29

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-29

CHUBB LTD SWITZ

14.55%

Shares4.7K

Event2026-03-31

Filed2026-04-29

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-29

DECK

DECKERS OUTDOOR CORP

664.05%

Shares15.2K

Event2026-03-31

Filed2026-04-29

SAIA

SAIA INC

New

Shares4.3K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

8.40%

Shares11.6K

Event2026-03-31

Filed2026-04-29

SPGI

S&P GLOBAL INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

843.73%

Shares20.8K

Event2026-03-31

Filed2026-04-29

STT

STATE STR CORP

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-29

LHX

L3HARRIS TECHNOLOGIES INC

-0.12%

Shares4.1K

Event2026-03-31

Filed2026-04-29

PFE

PFIZER INC

-4.56%

Shares50.3K

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

3.67%

Shares14.1K

Event2026-03-31

Filed2026-04-29

HLT

HILTON WORLDWIDE HLDGS INC

4.79%

Shares4.5K

Event2026-03-31

Filed2026-04-29

SOXX

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-29

LKQ

LKQ CORP

10.19%

Shares45.6K

Event2026-03-31

Filed2026-04-29

NFG

NATIONAL FUEL GAS CO

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-29

DIS

DISNEY WALT CO

-8.85%

Shares13.5K

Event2026-03-31

Filed2026-04-29

COLGATE PALMOLIVE CO

-3.78%

Shares15.1K

Event2026-03-31

Filed2026-04-29

XME

SPDR SERIES TRUST

-1.30%

Shares11.8K

Event2026-03-31

Filed2026-04-29

IVOG

VANGUARD ADMIRAL FDS INC

-10.52%

Shares10.1K

Event2026-03-31

Filed2026-04-29

PPG

PPG INDS INC

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-29

BSCR

INVESCO EXCH TRD SLF IDX FD

-16.52%

Shares64.3K

Event2026-03-31

Filed2026-04-29

DEO

DIAGEO PLC

-1.17%

Shares16.7K

Event2026-03-31

Filed2026-04-29

IEX

IDEX CORP

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-29

SNPS

SYNOPSYS INC

-3.77%

Shares3.1K

Event2026-03-31

Filed2026-04-29

APD

AIR PRODUCTS AND CHEMICALS I

-0.12%

Shares4.2K

Event2026-03-31

Filed2026-04-29

SBUX

STARBUCKS CORP

27.10%

Shares13.6K

Event2026-03-31

Filed2026-04-29

NVS

NOVARTIS AG

2.81%

Shares7.9K

Event2026-03-31

Filed2026-04-29

FIDU

FIDELITY COVINGTON TRUST

13.52%

Shares13.9K

Event2026-03-31

Filed2026-04-29

SITE

SITEONE LANDSCAPE SUPPLY INC

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-29

CRANE COMPANY

-0.04%

Shares7.0K

Event2026-03-31

Filed2026-04-29

AIG

AMERICAN INTL GROUP INC

-4.64%

Shares15.7K

Event2026-03-31

Filed2026-04-29

NXPI

NXP SEMICONDUCTORS N V

-0.79%

Shares5.9K

Event2026-03-31

Filed2026-04-29

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares30.2K

Event2026-03-31

Filed2026-04-29

USB

US BANCORP

0.09%

Shares22.3K

Event2026-03-31

Filed2026-04-29

BROOKFIELD RENEWABLE CORP

-1.07%

Shares29.1K

Event2026-03-31

Filed2026-04-29

BSCQ

INVESCO EXCH TRD SLF IDX FD

-18.53%

Shares58.9K

Event2026-03-31

Filed2026-04-29

MTD

METTLER TOLEDO INTERNATIONAL

0.00%

Shares900

Event2026-03-31

Filed2026-04-29

XLI

SELECT SECTOR SPDR TR

3.93%

Shares6.9K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

-0.07%

Shares3.0K

Event2026-03-31

Filed2026-04-29

MELI

MERCADOLIBRE INC

-0.78%

Shares637

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

30.94%

Shares11.1K

Event2026-03-31

Filed2026-04-29

OLED

UNIVERSAL DISPLAY CORP

5.42%

Shares11.6K

Event2026-03-31

Filed2026-04-29

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-29

PFG

PRINCIPAL FINANCIAL GROUP IN

-2.03%

Shares11.5K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

-1.08%

Shares2.9K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

-1.34%

Shares5.7K

Event2026-03-31

Filed2026-04-29

LOEWS CORP

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

8.51%

Shares9.5K

Event2026-03-31

Filed2026-04-29

GLW

CORNING INC

-0.49%

Shares7.2K

Event2026-03-31

Filed2026-04-29

WEC ENERGY GROUP INC

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-29

UPS

UNITED PARCEL SVCS INC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-29

BDX

BECTON DICKINSON & CO

11.31%

Shares6.2K

Event2026-03-31

Filed2026-04-29

MMM

3M CO

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-29

PANW

PALO ALTO NETWORKS INC

-41.71%

Shares5.9K

Event2026-03-31

Filed2026-04-29

BSCS

INVESCO EXCH TRD SLF IDX FD

-10.01%

Shares43.7K

Event2026-03-31

Filed2026-04-29

CDNS

CADENCE DESIGN SYSTEM INC

-38.24%

Shares3.2K

Event2026-03-31

Filed2026-04-29

FTV

FORTIVE CORP

28.28%

Shares15.6K

Event2026-03-31

Filed2026-04-29

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-29

CHRW

C H ROBINSON WORLDWIDE IN

117.76%

Shares5.0K

Event2026-03-31

Filed2026-04-29

RALPH LAUREN CORP

-6.47%

Shares2.4K

Event2026-03-31

Filed2026-04-29

HUBBELL INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-29

CVS

CVS HEALTH CORP

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-29

VCR

VANGUARD WORLD FD

-40.93%

Shares2.2K

Event2026-03-31

Filed2026-04-29

MFC

MANULIFE FINL CORP

-0.51%

Shares22.3K

Event2026-03-31

Filed2026-04-29

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-29

YUM

YUM BRANDS INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-29

MET

METLIFE INC

-0.56%

Shares10.7K

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

98.85%

Shares861

Event2026-03-31

Filed2026-04-29

AT&T INC

-6.58%

Shares25.7K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

-2.23%

Shares13.7K

Event2026-03-31

Filed2026-04-29

ACGL

ARCH CAP GROUP LTD

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-29

FNDX

SCHWAB STRATEGIC TR

9.56%

Shares26.4K

Event2026-03-31

Filed2026-04-29

KTOS

KRATOS DEFENSE & SEC SOLUTIO

-18.27%

Shares10.3K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

98.53%

Shares2.6K

Event2026-03-31

Filed2026-04-29

TXT

TEXTRON INC

-12.11%

Shares8.1K

Event2026-03-31

Filed2026-04-29

IDXX

IDEXX LABS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

IQV

IQVIA HLDGS INC

-6.61%

Shares4.1K

Event2026-03-31

Filed2026-04-29

MEDTRONIC PLC

1.17%

Shares7.8K

Event2026-03-31

Filed2026-04-29

OMC

OMNICOM GROUP INC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-29

ROK

ROCKWELL AUTOMATION INC

19.00%

Shares1.9K

Event2026-03-31

Filed2026-04-29

TDG

TRANSDIGM GROUP INC

-5.07%

Shares581

Event2026-03-31

Filed2026-04-29

MUNI

PIMCO ETF TR

4.51%

Shares12.6K

Event2026-03-31

Filed2026-04-29

SHW

SHERWIN WILLIAMS CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

IWY

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-29

VST

VISTRA CORP

-75.49%

Shares4.2K

Event2026-03-31

Filed2026-04-29

SYY

SYSCO CORP

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-29

NOBL

PROSHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-29

IYH

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-29

DOV

DOVER CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-29

IYF

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-29

REGIONS FINANCIAL CORP NEW

-1.67%

Shares22.4K

Event2026-03-31

Filed2026-04-29

WST

WEST PHARMACEUTICAL SVSC INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-29

GPN

GLOBAL PMTS INC

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-29

XLC

SELECT SECTOR SPDR TR

-14.27%

Shares5.3K

Event2026-03-31

Filed2026-04-29

GSY

INVESCO ACTIVELY MANAGED EXC

-13.82%

Shares11.6K

Event2026-03-31

Filed2026-04-29

BSCT

INVESCO EXCH TRD SLF IDX FD

-20.18%

Shares31.1K

Event2026-03-31

Filed2026-04-29

XHB

SPDR SERIES TRUST

535.29%

Shares5.7K

Event2026-03-31

Filed2026-04-29

MTB

M & T BK CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-29

SLB

SLB LIMITED

-17.83%

Shares10.3K

Event2026-03-31

Filed2026-04-29

EMN

EASTMAN CHEM CO

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-29

GDX

VANECK ETF TRUST

-14.93%

Shares5.7K

Event2026-03-31

Filed2026-04-29

ALTRIA GROUP INC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-29

PBA

PEMBINA PIPELINE CORP

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-29

ADSK

AUTODESK INC

-5.95%

Shares2.1K

Event2026-03-31

Filed2026-04-29

CSX

CSX CORP

19.00%

Shares12.5K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

STPZ

PIMCO ETF TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

ZTS

ZOETIS INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-29

KMB

KIMBERLY-CLARK CORP

7.14%

Shares5.1K

Event2026-03-31

Filed2026-04-29

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

WMB

WILLIAMS COS INC

-5.24%

Shares6.8K

Event2026-03-31

Filed2026-04-29

PSX

PHILLIPS 66

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-29

IWO

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

AIVL

WISDOMTREE TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

9.50%

Shares3.5K

Event2026-03-31

Filed2026-04-29

ECL

ECOLAB INC

38.20%

Shares1.8K

Event2026-03-31

Filed2026-04-29

VCRB

VANGUARD MALVERN FDS

27.46%

Shares6.0K

Event2026-03-31

Filed2026-04-29

DLTR

DOLLAR TREE INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-29

VRT

VERTIV HOLDINGS CO

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-29

VLTO

VERALTO CORP

7.44%

Shares5.1K

Event2026-03-31

Filed2026-04-29

TGT

TARGET CORP

-1.60%

Shares3.7K

Event2026-03-31

Filed2026-04-29

IBB

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

SLRC

SLR INVESTMENT CORP

0.00%

Shares30.7K

Event2026-03-31

Filed2026-04-29

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-29

SFBS

SERVISFIRST BANCSHARES INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-29

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-29

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-29

MUSA

MURPHY USA INC

43.15%

Shares826

Event2026-03-31

Filed2026-04-29

DFAE

DIMENSIONAL ETF TRUST

6.98%

Shares12.0K

Event2026-03-31

Filed2026-04-29

TE CONNECTIVITY PLC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-29

IBP

INSTALLED BLDG PRODS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

EBAY

EBAY INC.

-90.35%

Shares4.3K

Event2026-03-31

Filed2026-04-29

SWKS

SKYWORKS SOLUTIONS INC

-1.56%

Shares7.3K

Event2026-03-31

Filed2026-04-29

CRM

SALESFORCE INC

-42.58%

Shares2.1K

Event2026-03-31

Filed2026-04-29

DOMINION ENERGY INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-29

BANK NEW YORK MELLON CORP

-7.26%

Shares3.2K

Event2026-03-31

Filed2026-04-29

SCCO

SOUTHERN COPPER CORP

4.49%

Shares2.2K

Event2026-03-31

Filed2026-04-29

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-29

PAYX

PAYCHEX INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-29

EPP

ISHARES INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-29

OTIS

OTIS WORLDWIDE CORP

-4.14%

Shares4.7K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-29

VRTX

VERTEX PHARMACEUTICALS INC

2.51%

Shares817

Event2026-03-31

Filed2026-04-29

KLAC

KLA CORP

16.27%

Shares243

Event2026-03-31

Filed2026-04-29

BLACKSTONE INC

-47.23%

Shares3.1K

Event2026-03-31

Filed2026-04-29

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-29

STZ

CONSTELLATION BRANDS INC

14.25%

Shares2.3K

Event2026-03-31

Filed2026-04-29

COP

CONOCOPHILLIPS

-5.86%

Shares2.6K

Event2026-03-31

Filed2026-04-29

SNX

TD SYNNEX CORPORATION

-24.53%

Shares2.0K

Event2026-03-31

Filed2026-04-29

NUE

NUCOR CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

-16.06%

Shares6.3K

Event2026-03-31

Filed2026-04-29

ENB

ENBRIDGE INC

-5.70%

Shares6.1K

Event2026-03-31

Filed2026-04-29

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-29

VANGUARD INTL EQUITY INDEX F

5.61%

Shares2.4K

Event2026-03-31

Filed2026-04-29

XEL

XCEL ENERGY INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-29

VPU

VANGUARD WORLD FD

-0.30%

Shares1.6K

Event2026-03-31

Filed2026-04-29

GRPM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

IYE

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-29

FHLC

FIDELITY COVINGTON TRUST

-47.89%

Shares4.5K

Event2026-03-31

Filed2026-04-29

IEI

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-29

CMCSA

COMCAST CORP NEW

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-29

KMX

CARMAX INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-29

KROGER CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-29

IRM

IRON MTN INC DEL

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-29

AKAM

AKAMAI TECHNOLOGIES INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-29

AYI

ACUITY INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

PINNACLE FINL PARTNERS INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-29

FNF

FIDELITY NATL FINL INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-29

AWK

AMERICAN WTR WKS CO INC NEW

36.98%

Shares2.2K

Event2026-03-31

Filed2026-04-29

AVLC

AMERICAN CENTY ETF TR

16.72%

Shares3.8K

Event2026-03-31

Filed2026-04-29

KTB

KONTOOR BRANDS INC

-9.17%

Shares4.2K

Event2026-03-31

Filed2026-04-29

PFF

ISHARES TR

-1.44%

Shares9.6K

Event2026-03-31

Filed2026-04-29

IOO

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-29

MAA

MID-AMER APT CMNTYS INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

CXT

CRANE NXT CO

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

11.23%

Shares3.7K

Event2026-03-31

Filed2026-04-29

CURTISS WRIGHT CORP

21.86%

Shares407

Event2026-03-31

Filed2026-04-29

EEM

ISHARES TR

82.19%

Shares4.8K

Event2026-03-31

Filed2026-04-29

STERIS PLC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

HSY

HERSHEY CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

EHC

ENCOMPASS HEALTH CORP

0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-29

TDY

TELEDYNE TECHNOLOGIES INC

0.23%

Shares434

Event2026-03-31

Filed2026-04-29

EWZ

ISHARES INC

New

Shares6.8K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-29

DFEV

DIMENSIONAL ETF TRUST

20.34%

Shares7.1K

Event2026-03-31

Filed2026-04-29

BSCU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-29

CRWD

CROWDSTRIKE HLDGS INC

7.30%

Shares647

Event2026-03-31

Filed2026-04-29

CONSOLIDATED EDISON INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

TXRH

TEXAS ROADHOUSE INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-29

SOLSTICE ADVANCED MATLS INC

-3.06%

Shares3.2K

Event2026-03-31

Filed2026-04-29

CEG

CONSTELLATION ENERGY CORP

-8.13%

Shares848

Event2026-03-31

Filed2026-04-29

QXO

QXO INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-29

SRE

SEMPRA

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

-29.31%

Shares1.6K

Event2026-03-31

Filed2026-04-29

WHR

WHIRLPOOL CORP

89.69%

Shares4.2K

Event2026-03-31

Filed2026-04-29

GRAYSCALE BITCOIN MINI TR ET

12.62%

Shares7.5K

Event2026-03-31

Filed2026-04-29

BROOKFIELD CORP

-5.32%

Shares5.6K

Event2026-03-31

Filed2026-04-29

AVXC

AMERICAN CENTY ETF TR

3.12%

Shares3.3K

Event2026-03-31

Filed2026-04-29

NVT

NVENT ELEC PLC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-29

VRSN

VERISIGN INC

0.00%

Shares900

Event2026-03-31

Filed2026-04-29

ONC

BEONE MEDICINES LTD

0.00%

Shares750

Event2026-03-31

Filed2026-04-29

WAT

WATERS CORP

New

Shares745

Event2026-03-31

Filed2026-04-29

HHH

HOWARD HUGHES HOLDINGS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

SPTM

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

DOCU

DOCUSIGN INC

194.21%

Shares4.6K

Event2026-03-31

Filed2026-04-29

VLO

VALERO ENERGY CORP

0.00%

Shares876

Event2026-03-31

Filed2026-04-29

FIRSTENERGY CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-29

HEI

HEICO CORP NEW

0.00%

Shares774

Event2026-03-31

Filed2026-04-29

EQT CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

-31.05%

Shares1.4K

Event2026-03-31

Filed2026-04-29

WASTE MGMT INC DEL

-8.82%

Shares920

Event2026-03-31

Filed2026-04-29

CCJ

CAMECO CORP

7.78%

Shares1.9K

Event2026-03-31

Filed2026-04-29

LINDE PLC

0.00%

Shares424

Event2026-03-31

Filed2026-04-29

VOE

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

EOG

EOG RES INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-29

BSX

BOSTON SCIENTIFIC CORP

-80.87%

Shares3.3K

Event2026-03-31

Filed2026-04-29

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-29

AMP

AMERIPRISE FINL INC

0.00%

Shares462

Event2026-03-31

Filed2026-04-29

FEUZ

FIRST TR EXCH TRD ALPHDX FD

New

Shares3.2K

Event2026-03-31

Filed2026-04-29

INGERSOLL RAND INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-29

IHI

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-29

AEP

AMERICAN ELEC PWR CO INC

-1.58%

Shares1.5K

Event2026-03-31

Filed2026-04-29

GWW

WW GRAINGER INC

-27.35%

Shares178

Event2026-03-31

Filed2026-04-29

ALLE

ALLEGION PLC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

DON

WISDOMTREE TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-29

BARRICK MNG CORP

5.28%

Shares4.7K

Event2026-03-31

Filed2026-04-29

NEM

NEWMONT CORP

-4.63%

Shares1.8K

Event2026-03-31

Filed2026-04-29

EPD

ENTERPRISE PRODS PARTNERS L

-15.22%

Shares5.0K

Event2026-03-31

Filed2026-04-29

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares950

Event2026-03-31

Filed2026-04-29

AMT

AMERICAN TOWER CORP

22.45%

Shares1.1K

Event2026-03-31

Filed2026-04-29

DRI

DARDEN RESTAURANTS INC

0.00%

Shares936

Event2026-03-31

Filed2026-04-29

CLX

CLOROX CO DEL

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-29

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-29

FDX

FEDEX CORP

0.00%

Shares504

Event2026-03-31

Filed2026-04-29

IWP

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-29

ETR

ENTERGY CORP NEW

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

RIVN

RIVIAN AUTOMOTIVE INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-29

IYM

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29

KVUE

KENVUE INC

6.28%

Shares10.2K

Event2026-03-31

Filed2026-04-29

SMH

VANECK ETF TRUST

0.00%

Shares456

Event2026-03-31

Filed2026-04-29

THE CIGNA GROUP

-5.22%

Shares654

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-29

DAL

DELTA AIR LINES INC

18.60%

Shares2.5K

Event2026-03-31

Filed2026-04-29

EXC

EXELON CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-29

IJS

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-29

BSCW

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-29

VKTX

VIKING THERAPEUTICS INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-29

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-29

REALTY INCOME CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

IYK

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

BSCV

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-29

NNN

NNN REIT INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-29

ATLANTA BRAVES HLDGS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

TWO HARBORS INVENTMENT CORPO

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-29

AGILENT TECHNOLOGIES INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

MPV

BARINGS PARTN INVS

-10.53%

Shares8.5K

Event2026-03-31

Filed2026-04-29

TPZ

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-29

INDA

ISHARES TR

-21.73%

Shares3.1K

Event2026-03-31

Filed2026-04-29

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares130

Event2026-03-31

Filed2026-04-29

MCI

BARINGS CORPORATE INVS

-10.85%

Shares8.2K

Event2026-03-31

Filed2026-04-29

VGT

VANGUARD WORLD FD

0.00%

Shares199

Event2026-03-31

Filed2026-04-29

KKR & CO INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

EOSE

EOS ENERGY ENTERPRISES INC

66.07%

Shares27.5K

Event2026-03-31

Filed2026-04-29

WDAY

WORKDAY INC

-26.71%

Shares1.0K

Event2026-03-31

Filed2026-04-29

QQQI

NEOS ETF TRUST

-36.02%

Shares2.7K

Event2026-03-31

Filed2026-04-29

CITIGROUP INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

LUV

SOUTHWEST AIRLS CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

UNILEVER PLC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

XLP

SELECT SECTOR SPDR TR

-79.73%

Shares1.6K

Event2026-03-31

Filed2026-04-29

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares702

Event2026-03-31

Filed2026-04-29

VGLT

VANGUARD SCOTTSDALE FDS

New

Shares2.4K

Event2026-03-31

Filed2026-04-29

PRU

PRUDENTIAL FINL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

EGP

EASTGROUP PPTYS INC

0.00%

Shares690

Event2026-03-31

Filed2026-04-29

MLI

MUELLER INDS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

NATIONAL GRID PLC

2.85%

Shares1.5K

Event2026-03-31

Filed2026-04-29

VTEB

VANGUARD MUN BD FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

IBTH

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-29

ALL

ALLSTATE CORP

0.67%

Shares600

Event2026-03-31

Filed2026-04-29

GSK PLC

-4.37%

Shares2.2K

Event2026-03-31

Filed2026-04-29

ATR

APTARGROUP INC

0.00%

Shares979

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

26.21%

Shares4.9K

Event2026-03-31

Filed2026-04-29

OKTA

OKTA INC

-15.17%

Shares1.6K

Event2026-03-31

Filed2026-04-29

KGS

KODIAK GAS SVCS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-29

CBAN

COLONY BANKCORP INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-29

IJK

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

DAR

DARLING INGREDIENTS INC

-34.00%

Shares1.9K

Event2026-03-31

Filed2026-04-29

ESLT

ELBIT SYS LTD

-21.89%

Shares132

Event2026-03-31

Filed2026-04-29

VHT

VANGUARD WORLD FD

-2.14%

Shares411

Event2026-03-31

Filed2026-04-29

PLNT

PLANET FITNESS MASTER ISSUER

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

PPL

PPL CORP

-4.44%

Shares2.8K

Event2026-03-31

Filed2026-04-29

BINC

BLACKROCK ETF TRUST II

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-29

IYC

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares137

Event2026-03-31

Filed2026-04-29

BRO

BROWN & BROWN INC

249.13%

Shares1.6K

Event2026-03-31

Filed2026-04-29

GTLS

CHART INDS INC

-69.45%

Shares493

Event2026-03-31

Filed2026-04-29

IEV

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

MDGL

MADRIGAL PHARMACEUTICALS INC

0.00%

Shares194

Event2026-03-31

Filed2026-04-29

Call Option Holdings

NFLX Call CallNETFLIX INC.10.4K sharesnew addition2026-03-312026-04-29

META Call CallMETA PLATFORMS INC100 shares-50.00%2026-03-312026-04-29

NFLX Call

NETFLIX INC.

New

Shares10.4K

Event2026-03-31

Filed2026-04-29

META Call

META PLATFORMS INC

-50.00%

Shares100

Event2026-03-31

Filed2026-04-29

Put Option Holdings

No put option holdings data available