Sponsored
The Analysis of MTM Investment Management, LLC's Holdings & P&L
Currently, MTM Investment Management, LLC holds 709 types of securities in its portfolio with a total value $315.7M. In the most recent quarter, they have increased their positions in GDDY (+7.1K shares, valued at $585.5K), IBDT (+21.5K shares, valued at $544.2K), DIVO (+11.1K shares, valued at $498.6K); decreased their positions in PAYX (-3.0K shares, valued at $274.5K), MSTR (-2.0K shares, valued at $250.6K), N/A (-2.5K shares, valued at $102.2K); initiated new positions in GDDY (+7.1K shares, valued at $585.5K), QDVO (+1.7K shares, valued at $45.3K), IBDU (+1.6K shares, valued at $36.4K).
1M P&L
-10.6M-3.34%
3M P&L
-12.4M-3.88%
HY P&L
+6.4M+2.12%
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/A102.9M
35.8%
2Banks - Diversified14.4M
5.0%
3Drug Manufacturers - General14.0M
4.9%
Top Industries by Stock Count
1N/A202 stocks
31.1%
2Medical Devices14 stocks
2.2%
3Specialty Industrial Machinery14 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW4.6K shares4.91%2026-03-312026-05-06
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF11.9K shares0.09%2026-03-312026-05-06
Sponsored
EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)5.0K shares1.70%2026-03-312026-05-06
ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C6.2K shares-0.90%2026-03-312026-05-06
Sponsored
DUKE ENERGY CORPORATION NEW COM NEW DUKE ENERGY CORPORATION NEW COM NEW12.6K shares0.09%2026-03-312026-05-06
Sponsored
Sponsored
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW2.7K shares3.95%2026-03-312026-05-06
Sponsored
Sponsored
INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF12.6K shares0.00%2026-03-312026-05-06
Sponsored
ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A2.9K shares0.03%2026-03-312026-05-06
Sponsored
LAM RESEARCH CORPORATION COM NEW LAM RESEARCH CORPORATION COM NEW3.4K shares3.99%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INCORPORATED COM SHS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS2.1K shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TE CONNECTIVITY PLC ORD SHS (IRELAND) TE CONNECTIVITY PLC ORD SHS (IRELAND)500 shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
QNITY ELECTRONICS INCORPORATED COMMON STOCK QNITY ELECTRONICS INCORPORATED COMMON STOCK708 shares0.00%2026-03-312026-05-06
NATIONAL GRID PLC SPONSORED ADR NE NATIONAL GRID PLC SPONSORED ADR NE964 shares0.00%2026-03-312026-05-06
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND)200 shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
Sponsored
GSK PLC SPONSORED ADR (UNITED KINGDOM) GSK PLC SPONSORED ADR (UNITED KINGDOM)971 shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BARRICK MINING CORPORATION COM SHS (CANADA) BARRICK MINING CORPORATION COM SHS (CANADA)1.0K shares-71.48%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
CORE NATURAL RESOURCES INCORPORATED COM SHS CORE NATURAL RESOURCES INCORPORATED COM SHS250 shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
ARISTA NETWORKS INCORPORATED COM SHS ARISTA NETWORKS INCORPORATED COM SHS175 shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
STANLEY BLACK & DECKER INCORPORATED STANLEY BLACK & DECKER INCORPORATED263 shares1.15%2026-03-312026-05-06
Sponsored
Sponsored
UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) UNILEVER PLC SPON ADR NEW (UNITED KINGDOM)284 shares0.00%2026-03-312026-05-06
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)61 shares0.00%2026-03-312026-05-06
Sponsored
FORTRESS BIOTECH INCORPORATED COM NEW FORTRESS BIOTECH INCORPORATED COM NEW4.2K shares0.00%2026-03-312026-05-06
AAPL
2.11%APPLE INCORPORATED
Shares46.0K
Event2026-03-31
Filed2026-05-06
LOW
0.27%LOWES COMPANIES INCORPORATED
Shares45.4K
Event2026-03-31
Filed2026-05-06
TCAF
0.83%T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
Shares285.2K
Event2026-03-31
Filed2026-05-06
JPM
0.56%JPMORGAN CHASE & COMPANY
Shares28.7K
Event2026-03-31
Filed2026-05-06
DIVO
6.29%AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares187.7K
Event2026-03-31
Filed2026-05-06
LLY
-0.17%ELI LILLY & COMPANY
Shares9.0K
Event2026-03-31
Filed2026-05-06
MCK
-0.97%MCKESSON CORPORATION
Shares9.5K
Event2026-03-31
Filed2026-05-06
KMI
-0.91%KINDER MORGAN INCORPORATED DEL
Shares232.0K
Event2026-03-31
Filed2026-05-06
MSFT
2.03%MICROSOFT CORPORATION
Shares18.2K
Event2026-03-31
Filed2026-05-06
CVX
0.46%CHEVRON CORPORATION
Shares30.5K
Event2026-03-31
Filed2026-05-06
BROADCOM INCORPORATED
0.46%BROADCOM INCORPORATED
Shares18.2K
Event2026-03-31
Filed2026-05-06
IWF
0.44%ISHARES TR RUS 1000 GRW ETF
Shares12.6K
Event2026-03-31
Filed2026-05-06
SPY
-0.01%STATE STREET SPDR S&P 500 ETF TRUST
Shares7.9K
Event2026-03-31
Filed2026-05-06
XOM
-0.94%EXXON MOBIL CORPORATION
Shares26.3K
Event2026-03-31
Filed2026-05-06
CBSH
0.32%COMMERCE BANCSHARES INCORPORATED
Shares88.2K
Event2026-03-31
Filed2026-05-06
FYX
1.74%FIRST TRUST SMALL CAP CORE ALPHADEX FUND
Shares36.3K
Event2026-03-31
Filed2026-05-06
SO
0.05%SOUTHERN COMPANY
Shares43.6K
Event2026-03-31
Filed2026-05-06
COST
-0.67%COSTCO WHOLESALE CORPORATION
Shares3.9K
Event2026-03-31
Filed2026-05-06
KO
-0.10%COCA COLA COMPANY
Shares49.7K
Event2026-03-31
Filed2026-05-06
WMT
-1.02%WALMART INCORPORATED
Shares29.5K
Event2026-03-31
Filed2026-05-06
PDP
-1.51%INVESCO DWA MOMENTUM ETF
Shares29.0K
Event2026-03-31
Filed2026-05-06
XLV
0.86%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares22.7K
Event2026-03-31
Filed2026-05-06
QTEC
0.00%FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND
Shares14.4K
Event2026-03-31
Filed2026-05-06
TJX
0.67%TJX COMPANIES INCORPORATED NEW
Shares19.2K
Event2026-03-31
Filed2026-05-06
IBDS
9.94%ISHARES TR IBONDS 27 ETF
Shares114.8K
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
4.91%VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Shares4.6K
Event2026-03-31
Filed2026-05-06
CSX
-0.62%CSX CORPORATION
Shares64.4K
Event2026-03-31
Filed2026-05-06
JNJ
-0.14%JOHNSON & JOHNSON
Shares10.3K
Event2026-03-31
Filed2026-05-06
XLK
0.06%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares18.5K
Event2026-03-31
Filed2026-05-06
NSC
0.00%NORFOLK SOUTHN CORPORATION
Shares8.6K
Event2026-03-31
Filed2026-05-06
BAC
0.00%BANK AMERICA CORPORATION
Shares49.5K
Event2026-03-31
Filed2026-05-06
SDVD
11.09%FT VEST SMID RISING DIVID ACHIEVERS TARGET
Shares108.5K
Event2026-03-31
Filed2026-05-06
FXL
-0.68%FIRST TRUST TECHNOLOGY ALPHADEX FUND
Shares14.5K
Event2026-03-31
Filed2026-05-06
INVESCO S&P 500 EQUAL WEIGHT ETF
0.09%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares11.9K
Event2026-03-31
Filed2026-05-06
RDVY
-1.77%FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
Shares32.2K
Event2026-03-31
Filed2026-05-06
AMZN
1.40%AMAZON COM INCORPORATED
Shares10.3K
Event2026-03-31
Filed2026-05-06
DECK
1.68%DECKERS OUTDOOR CORPORATION
Shares20.6K
Event2026-03-31
Filed2026-05-06
BK
1.64%BANK NEW YORK MELLON CORPORATION
Shares17.0K
Event2026-03-31
Filed2026-05-06
TDIV
4.24%FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Shares21.4K
Event2026-03-31
Filed2026-05-06
FXR
-1.22%FIRST TRUST ETF II INDLS PROD DURABLE
Shares24.4K
Event2026-03-31
Filed2026-05-06
HON
1.60%HONEYWELL INTERNATIONAL INCORPORATED
Shares8.6K
Event2026-03-31
Filed2026-05-06
XLF
0.13%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares38.3K
Event2026-03-31
Filed2026-05-06
HD
-0.33%HOME DEPOT INCORPORATED
Shares5.7K
Event2026-03-31
Filed2026-05-06
FDN
-3.65%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares7.9K
Event2026-03-31
Filed2026-05-06
EATON CORPORATION PLC SHS (IRELAND)
1.70%EATON CORPORATION PLC SHS (IRELAND)
Shares5.0K
Event2026-03-31
Filed2026-05-06
ALPHABET INCORPORATED CAP STK CLASS C
-0.90%ALPHABET INCORPORATED CAP STK CLASS C
Shares6.2K
Event2026-03-31
Filed2026-05-06
NVDA
-0.15%NVIDIA CORPORATION
Shares9.8K
Event2026-03-31
Filed2026-05-06
EFA
5.42%ISHARES TR MSCI EAFE ETF
Shares17.5K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE COM NEW
0.00%GE AEROSPACE COM NEW
Shares5.9K
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORPORATION NEW COM NEW
0.09%DUKE ENERGY CORPORATION NEW COM NEW
Shares12.6K
Event2026-03-31
Filed2026-05-06
MERCK & COMPANY INCORPORATED
0.00%MERCK & COMPANY INCORPORATED
Shares13.5K
Event2026-03-31
Filed2026-05-06
RDVI
9.77%FT VEST RISING DIVIDEND ACHIEVERS TARGET
Shares63.1K
Event2026-03-31
Filed2026-05-06
IGLD
-0.63%FT VEST GOLD TARGET INCOME ETF
Shares62.7K
Event2026-03-31
Filed2026-05-06
FNY
-0.54%FIRST TRUST MID CAP GROWTH ALPHADEX FUND
Shares17.6K
Event2026-03-31
Filed2026-05-06
WMB
-1.16%WILLIAMS COMPANIES INCORPORATED
Shares21.8K
Event2026-03-31
Filed2026-05-06
FYC
0.00%FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND
Shares15.8K
Event2026-03-31
Filed2026-05-06
WFC
35.70%WELLS FARGO & COMPANY
Shares19.1K
Event2026-03-31
Filed2026-05-06
UNP
0.40%UNION PAC CORPORATION
Shares6.3K
Event2026-03-31
Filed2026-05-06
ABNB
1.23%AIRBNB INCORPORATED COM CLASS A
Shares11.9K
Event2026-03-31
Filed2026-05-06
PM
0.00%PHILIP MORRIS INTERNATIONAL INCORPORATED
Shares8.9K
Event2026-03-31
Filed2026-05-06
VTV
0.39%VANGUARD VALUE ETF
Shares7.3K
Event2026-03-31
Filed2026-05-06
BMY
0.01%BRISTOL-MYERS SQUIBB COMPANY
Shares22.8K
Event2026-03-31
Filed2026-05-06
GEV
-0.97%GE VERNOVA INCORPORATED
Shares1.5K
Event2026-03-31
Filed2026-05-06
ENB
0.51%ENBRIDGE INCORPORATED (CANADA)
Shares24.6K
Event2026-03-31
Filed2026-05-06
IBDT
70.52%ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
Shares51.9K
Event2026-03-31
Filed2026-05-06
WM
0.00%WASTE MGMT INCORPORATED DEL
Shares5.7K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
3.95%BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Shares2.7K
Event2026-03-31
Filed2026-05-06
ABBV
-0.40%ABBVIE INCORPORATED
Shares5.5K
Event2026-03-31
Filed2026-05-06
TXN
0.00%TEXAS INSTRS INCORPORATED
Shares6.1K
Event2026-03-31
Filed2026-05-06
FAPR
0.00%FT VEST U.S. EQUITY BUFFER ETF - APRIL
Shares26.4K
Event2026-03-31
Filed2026-05-06
AXP
0.00%AMERICAN EXPRESS COMPANY
Shares3.9K
Event2026-03-31
Filed2026-05-06
PEP
0.51%PEPSICO INCORPORATED
Shares7.4K
Event2026-03-31
Filed2026-05-06
CSCO
0.02%CISCO SYSTEMS INCORPORATED
Shares14.5K
Event2026-03-31
Filed2026-05-06
ICE
2.80%INTERCONTINENTAL EXCHANGE INCORPORATED
Shares7.1K
Event2026-03-31
Filed2026-05-06
FBTC
22.13%FIDELITY WISE ORIGIN BITCOIN FUND
Shares18.7K
Event2026-03-31
Filed2026-05-06
GRBK
3.14%GREEN BRICK PARTNERS INCORPORATED
Shares17.0K
Event2026-03-31
Filed2026-05-06
VEA
3.21%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares16.9K
Event2026-03-31
Filed2026-05-06
FTSM
0.01%FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
Shares17.9K
Event2026-03-31
Filed2026-05-06
V
2.84%VISA INCORPORATED COM CLASS A
Shares3.5K
Event2026-03-31
Filed2026-05-06
MO
0.05%ALTRIA GROUP INCORPORATED
Shares16.1K
Event2026-03-31
Filed2026-05-06
FTGC
7.56%FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
Shares36.6K
Event2026-03-31
Filed2026-05-06
VONG
0.03%VANGUARD RUSSELL 1000 GROWTH ETF
Shares9.4K
Event2026-03-31
Filed2026-05-06
VLO
0.00%VALERO ENERGY CORPORATION
Shares4.1K
Event2026-03-31
Filed2026-05-06
EQT CORPORATION
0.00%EQT CORPORATION
Shares15.8K
Event2026-03-31
Filed2026-05-06
PG
-4.07%PROCTER & GAMBLE COMPANY
Shares6.9K
Event2026-03-31
Filed2026-05-06
FIW
0.00%FIRST TRUST WATER ETF
Shares9.2K
Event2026-03-31
Filed2026-05-06
GLD
0.00%SPDR GOLD SHARES
Shares2.2K
Event2026-03-31
Filed2026-05-06
INVESCO S&P 500 LOW VOLATILITY ETF
0.00%INVESCO S&P 500 LOW VOLATILITY ETF
Shares12.6K
Event2026-03-31
Filed2026-05-06
IBM
0.11%INTERNATIONAL BUSINESS MACHINES
Shares3.6K
Event2026-03-31
Filed2026-05-06
XLP
0.03%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares10.5K
Event2026-03-31
Filed2026-05-06
TSLA
5.90%TESLA INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-05-06
ALPHABET INCORPORATED CAP STK CLASS A
0.03%ALPHABET INCORPORATED CAP STK CLASS A
Shares2.9K
Event2026-03-31
Filed2026-05-06
EPD
0.00%ENTERPRISE PRODUCTS PARTNERS L P
Shares21.5K
Event2026-03-31
Filed2026-05-06
RGLD
0.06%ROYAL GOLD INCORPORATED
Shares3.2K
Event2026-03-31
Filed2026-05-06
BLACKROCK INCORPORATED
0.00%BLACKROCK INCORPORATED
Shares820
Event2026-03-31
Filed2026-05-06
AMT
0.00%AMERICAN TOWER CORPORATION REIT
Shares4.6K
Event2026-03-31
Filed2026-05-06
PRK
0.23%PARK NATL CORPORATION
Shares4.8K
Event2026-03-31
Filed2026-05-06
KNG
32.69%FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
Shares15.7K
Event2026-03-31
Filed2026-05-06
VZ
0.01%VERIZON COMMUNICATIONS INCORPORATED
Shares15.2K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORPORATION COM NEW
3.99%LAM RESEARCH CORPORATION COM NEW
Shares3.4K
Event2026-03-31
Filed2026-05-06
LAMR
121.54%LAMAR ADVERTISING COMPANY CLASS A REIT
Shares5.8K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TRUST
6.87%INVESCO QQQ TRUST
Shares1.2K
Event2026-03-31
Filed2026-05-06
CVS
0.00%CVS HEALTH CORPORATION
Shares9.5K
Event2026-03-31
Filed2026-05-06
FTCS
0.00%FIRST TRUST CAPITAL STRENGTH ETF
Shares7.3K
Event2026-03-31
Filed2026-05-06
QQQE
2.65%DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
Shares6.8K
Event2026-03-31
Filed2026-05-06
ROK
0.00%ROCKWELL AUTOMATION INCORPORATED
Shares1.9K
Event2026-03-31
Filed2026-05-06
LNC
0.00%LINCOLN NATL CORPORATION IND
Shares18.6K
Event2026-03-31
Filed2026-05-06
ABT
0.02%ABBOTT LABORATORIES
Shares6.1K
Event2026-03-31
Filed2026-05-06
CR
0.00%CRANE COMPANY COMMON STOCK
Shares3.7K
Event2026-03-31
Filed2026-05-06
IWV
0.00%ISHARES TR RUSSELL 3000 ETF
Shares1.7K
Event2026-03-31
Filed2026-05-06
INTC
-1.09%INTEL CORPORATION
Shares14.1K
Event2026-03-31
Filed2026-05-06
KRP
0.24%KIMBELL RTY PARTNERS LP UNIT
Shares42.8K
Event2026-03-31
Filed2026-05-06
MTUM
0.00%ISHARES TR MSCI USA MMENTM
Shares2.5K
Event2026-03-31
Filed2026-05-06
VRSK
0.03%VERISK ANALYTICS INCORPORATED
Shares3.1K
Event2026-03-31
Filed2026-05-06
GDDY
NewGODADDY INCORPORATED CLASS A
Shares7.1K
Event2026-03-31
Filed2026-05-06
TT
0.00%TRANE TECHNOLOGIES PLC SHS (IRELAND)
Shares1.4K
Event2026-03-31
Filed2026-05-06
MMM
-1.31%3M COMPANY
Shares3.8K
Event2026-03-31
Filed2026-05-06
PSX
0.00%PHILLIPS 66
Shares3.0K
Event2026-03-31
Filed2026-05-06
AYI
0.10%ACUITY INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-06
FXD
-1.19%FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND
Shares8.4K
Event2026-03-31
Filed2026-05-06
FVD
-2.17%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares11.4K
Event2026-03-31
Filed2026-05-06
HIG
0.00%HARTFORD INSURANCE GROUP INCORPORATED
Shares4.0K
Event2026-03-31
Filed2026-05-06
DNOV
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
Shares10.9K
Event2026-03-31
Filed2026-05-06
FDX
0.00%FEDEX CORPORATION
Shares1.4K
Event2026-03-31
Filed2026-05-06
CEG
0.00%CONSTELLATION ENERGY CORPORATION
Shares1.8K
Event2026-03-31
Filed2026-05-06
AFL
0.00%AFLAC INCORPORATED
Shares4.5K
Event2026-03-31
Filed2026-05-06
FDL
0.00%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares9.6K
Event2026-03-31
Filed2026-05-06
AMAT
0.00%APPLIED MATLS INCORPORATED
Shares1.4K
Event2026-03-31
Filed2026-05-06
DDEC
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER
Shares10.6K
Event2026-03-31
Filed2026-05-06
EMLP
0.00%FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
Shares10.5K
Event2026-03-31
Filed2026-05-06
EMR
0.03%EMERSON ELEC COMPANY
Shares3.5K
Event2026-03-31
Filed2026-05-06
MDLZ
-1.20%MONDELEZ INTERNATIONAL INCORPORATED CLASS A
Shares7.9K
Event2026-03-31
Filed2026-05-06
WELL
0.00%WELLTOWER INCORPORATED REIT
Shares2.3K
Event2026-03-31
Filed2026-05-06
ZTS
0.00%ZOETIS INCORPORATED CLASS A
Shares3.8K
Event2026-03-31
Filed2026-05-06
META
2.06%META PLATFORMS INCORPORATED CLASS A
Shares791
Event2026-03-31
Filed2026-05-06
DE
0.00%DEERE & COMPANY
Shares795
Event2026-03-31
Filed2026-05-06
RTX
0.00%RTX CORPORATION
Shares2.3K
Event2026-03-31
Filed2026-05-06
WPM
0.00%WHEATON PRECIOUS METALS CORPORATION (CANADA)
Shares3.4K
Event2026-03-31
Filed2026-05-06
HSY
0.62%HERSHEY COMPANY
Shares2.1K
Event2026-03-31
Filed2026-05-06
DFAC
0.00%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares11.3K
Event2026-03-31
Filed2026-05-06
VO
14.67%VANGUARD MID-CAP ETF
Shares1.5K
Event2026-03-31
Filed2026-05-06
FLRN
1.71%STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING
Shares13.8K
Event2026-03-31
Filed2026-05-06
SON
0.00%SONOCO PRODUCTS COMPANY
Shares7.9K
Event2026-03-31
Filed2026-05-06
TFC
0.14%TRUIST FINL CORPORATION
Shares9.2K
Event2026-03-31
Filed2026-05-06
IWR
0.02%ISHARES TR RUS MID CAP ETF
Shares4.2K
Event2026-03-31
Filed2026-05-06
RJF
0.00%RAYMOND JAMES FINL INCORPORATED
Shares2.8K
Event2026-03-31
Filed2026-05-06
IHDG
0.00%WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH
Shares8.0K
Event2026-03-31
Filed2026-05-06
CTVA
-2.69%CORTEVA INCORPORATED
Shares4.6K
Event2026-03-31
Filed2026-05-06
LULU
2.11%LULULEMON ATHLETICA INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-05-06
STERIS PLC SHS USD (IRELAND)
0.00%STERIS PLC SHS USD (IRELAND)
Shares1.7K
Event2026-03-31
Filed2026-05-06
CENCORA INCORPORATED
0.00%CENCORA INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-05-06
DVOL
0.00%FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF
Shares10.5K
Event2026-03-31
Filed2026-05-06
ELAN
-0.65%ELANCO ANIMAL HEALTH INCORPORATED
Shares15.2K
Event2026-03-31
Filed2026-05-06
PFE
-0.03%PFIZER INCORPORATED
Shares12.8K
Event2026-03-31
Filed2026-05-06
MKTW
1.87%MARKETWISE INCORPORATED COM NEW CLASS A
Shares19.2K
Event2026-03-31
Filed2026-05-06
PYPL
1.97%PAYPAL HLDGS INCORPORATED
Shares7.9K
Event2026-03-31
Filed2026-05-06
LINDE PLC SHS (IRELAND)
-0.82%LINDE PLC SHS (IRELAND)
Shares722
Event2026-03-31
Filed2026-05-06
USFR
-5.79%THE WISDOMTREE TRUST FLTG RATE TREASURY FUND
Shares7.0K
Event2026-03-31
Filed2026-05-06
MCD
0.09%MCDONALDS CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-06
PTF
0.00%INVESCO DWA TECHNOLOGY MOMENTUM ETF
Shares4.0K
Event2026-03-31
Filed2026-05-06
PH
0.00%PARKER-HANNIFIN CORPORATION
Shares378
Event2026-03-31
Filed2026-05-06
COP
0.00%CONOCOPHILLIPS
Shares2.4K
Event2026-03-31
Filed2026-05-06
BSX
0.00%BOSTON SCIENTIFIC CORPORATION
Shares5.1K
Event2026-03-31
Filed2026-05-06
PRN
0.00%INVESCO DWA INDUSTRIALS MOMENTUM ETF
Shares1.6K
Event2026-03-31
Filed2026-05-06
SLV
0.00%ISHARES SILVER TRUST
Shares4.5K
Event2026-03-31
Filed2026-05-06
WEC ENERGY GROUP INCORPORATED
0.00%WEC ENERGY GROUP INCORPORATED
Shares2.6K
Event2026-03-31
Filed2026-05-06
IVV
-3.04%ISHARES TR CORE S&P500 ETF
Shares446
Event2026-03-31
Filed2026-05-06
TROW
1.39%PRICE T ROWE GROUP INCORPORATED
Shares3.2K
Event2026-03-31
Filed2026-05-06
CIBR
0.00%FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
Shares4.6K
Event2026-03-31
Filed2026-05-06
DJUL
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY
Shares6.0K
Event2026-03-31
Filed2026-05-06
DLN
0.00%WISDOMTREE U.S. LARGECAP DIVIDEND FUND
Shares3.1K
Event2026-03-31
Filed2026-05-06
AMP
0.00%AMERIPRISE FINL INCORPORATED
Shares626
Event2026-03-31
Filed2026-05-06
DIS
0.03%DISNEY WALT COMPANY
Shares2.9K
Event2026-03-31
Filed2026-05-06
IWD
0.00%ISHARES TR RUS 1000 VAL ETF
Shares1.3K
Event2026-03-31
Filed2026-05-06
PAYC
0.45%PAYCOM SOFTWARE INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-05-06
DHI
0.00%D R HORTON INCORPORATED
Shares1.9K
Event2026-03-31
Filed2026-05-06
CNP
0.00%CENTERPOINT ENERGY INCORPORATED
Shares6.2K
Event2026-03-31
Filed2026-05-06
IWB
0.14%ISHARES RUSSELL 1000 ETF
Shares727
Event2026-03-31
Filed2026-05-06
DGRO
0.00%ISHARES TR CORE DIV GRWTH
Shares3.6K
Event2026-03-31
Filed2026-05-06
EXC
0.00%EXELON CORPORATION
Shares5.1K
Event2026-03-31
Filed2026-05-06
FTA
0.00%FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
Shares2.7K
Event2026-03-31
Filed2026-05-06
DRI
0.33%DARDEN RESTAURANTS INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-05-06
BUFR
138.33%FT VEST LADDERED BUFFER ETF
Shares7.2K
Event2026-03-31
Filed2026-05-06
CEF
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN (CANADA)
Shares5.0K
Event2026-03-31
Filed2026-05-06
IUSG
0.00%ISHARES TR CORE S&P US GWT
Shares1.5K
Event2026-03-31
Filed2026-05-06
TOWN
99.06%TOWNEBANK PORTSMOUTH VA
Shares7.0K
Event2026-03-31
Filed2026-05-06
BKNG
0.00%BOOKING HOLDINGS INCORPORATED
Shares53
Event2026-03-31
Filed2026-05-06
UNH
0.00%UNITEDHEALTH GROUP INCORPORATED
Shares810
Event2026-03-31
Filed2026-05-06
D
0.00%DOMINION ENERGY INCORPORATED
Shares3.5K
Event2026-03-31
Filed2026-05-06
AEP
-19.27%AMERICAN ELEC PWR COMPANY INCORPORATED
Shares1.6K
Event2026-03-31
Filed2026-05-06
FXO
0.00%FIRST TRUST FINANCIALS ALPHADEX FUND
Shares3.8K
Event2026-03-31
Filed2026-05-06
TRV
0.00%TRAVELERS COMPANIES INCORPORATED
Shares732
Event2026-03-31
Filed2026-05-06
DWAS
0.00%INVESCO DWA SMALLCAP MOMENTUM ETF
Shares2.2K
Event2026-03-31
Filed2026-05-06
DLR
0.00%DIGITAL RLTY TR INCORPORATED REIT
Shares1.2K
Event2026-03-31
Filed2026-05-06
FXH
0.00%FIRST TRUST HEALTH CARE ALPHADEX FUND
Shares1.9K
Event2026-03-31
Filed2026-05-06
NEE
0.00%NEXTERA ENERGY INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-05-06
BA
0.00%BOEING COMPANY
Shares1.0K
Event2026-03-31
Filed2026-05-06
SDY
0.00%STATE STREET SPDR S&P DIVIDEND ETF
Shares1.4K
Event2026-03-31
Filed2026-05-06
GDX
0.00%VANECK GOLD MINERS ETF
Shares2.2K
Event2026-03-31
Filed2026-05-06
SHEL
0.19%SHELL PLC SPON ADS (UNITED KINGDOM)
Shares2.2K
Event2026-03-31
Filed2026-05-06
KR
0.00%KROGER COMPANY
Shares2.7K
Event2026-03-31
Filed2026-05-06
HUBBELL INCORPORATED
0.00%HUBBELL INCORPORATED
Shares400
Event2026-03-31
Filed2026-05-06
MPC
0.25%MARATHON PETE CORPORATION
Shares790
Event2026-03-31
Filed2026-05-06
ADI
0.00%ANALOG DEVICES INCORPORATED
Shares606
Event2026-03-31
Filed2026-05-06
PLD
0.00%PROLOGIS INCORPORATED. REIT
Shares1.5K
Event2026-03-31
Filed2026-05-06
DON
-23.10%WISDOMTREE U.S. MIDCAP DIVIDEND FUND
Shares3.6K
Event2026-03-31
Filed2026-05-06
GPC
0.00%GENUINE PARTS COMPANY
Shares1.8K
Event2026-03-31
Filed2026-05-06
DIA
24.69%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
Shares404
Event2026-03-31
Filed2026-05-06
DVN
0.00%DEVON ENERGY CORPORATION NEW
Shares3.7K
Event2026-03-31
Filed2026-05-06
DAL
0.00%DELTA AIR LINES INCORPORATED COM NEW
Shares2.8K
Event2026-03-31
Filed2026-05-06
TGT
0.00%TARGET CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-05-06
GENERAL DYNAMICS CORPORATION
0.00%GENERAL DYNAMICS CORPORATION
Shares519
Event2026-03-31
Filed2026-05-06
CAT
0.00%CATERPILLAR INCORPORATED
Shares251
Event2026-03-31
Filed2026-05-06
MAR
0.00%MARRIOTT INTERNATIONAL INCORPORATED
Shares538
Event2026-03-31
Filed2026-05-06
FCFS
0.22%FIRSTCASH HOLDINGS INCORPORATED
Shares907
Event2026-03-31
Filed2026-05-06
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK
Shares2.4K
Event2026-03-31
Filed2026-05-06
SAUG
0.00%FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST
Shares6.6K
Event2026-03-31
Filed2026-05-06
CSL
0.00%CARLISLE COMPANIES INCORPORATED
Shares500
Event2026-03-31
Filed2026-05-06
DAUG
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
Shares3.7K
Event2026-03-31
Filed2026-05-06
SOLSTICE ADVANCED MATLS INCORPORATED COM SHS
0.00%SOLSTICE ADVANCED MATLS INCORPORATED COM SHS
Shares2.1K
Event2026-03-31
Filed2026-05-06
RSG
0.00%REPUBLIC SVCS INCORPORATED
Shares723
Event2026-03-31
Filed2026-05-06
VYM
0.00%VANGUARD HIGH DIVIDEND YIELD ETF
Shares1.0K
Event2026-03-31
Filed2026-05-06
ORCL
0.00%ORACLE CORPORATION
Shares1.0K
Event2026-03-31
Filed2026-05-06
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares707
Event2026-03-31
Filed2026-05-06
NUE
0.11%NUCOR CORPORATION
Shares896
Event2026-03-31
Filed2026-05-06
EBAY
0.00%EBAY INCORPORATED.
Shares1.6K
Event2026-03-31
Filed2026-05-06
SGU
0.02%STAR GROUP LP UNIT LTD PARTNR
Shares12.1K
Event2026-03-31
Filed2026-05-06
LIT
0.00%GLOBAL X LITHIUM & BATTERY TECH ETF
Shares2.0K
Event2026-03-31
Filed2026-05-06
VIS
0.00%VANGUARD INDUSTRIALS ETF
Shares475
Event2026-03-31
Filed2026-05-06
FSZ
0.00%FIRST TRUST SWITZERLAND ALPHADEX FUND
Shares1.9K
Event2026-03-31
Filed2026-05-06
SCHW
0.00%SCHWAB CHARLES CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-05-06
TRGP
0.00%TARGA RES CORPORATION
Shares565
Event2026-03-31
Filed2026-05-06
GS
0.00%GOLDMAN SACHS GROUP INCORPORATED
Shares163
Event2026-03-31
Filed2026-05-06
CME
0.00%CME GROUP INCORPORATED
Shares462
Event2026-03-31
Filed2026-05-06
DJAN
0.00%FT VEST U.S. EQUITY DEEP BUFFER ETF - JANUARY
Shares3.2K
Event2026-03-31
Filed2026-05-06
JBL
0.00%JABIL INCORPORATED
Shares500
Event2026-03-31
Filed2026-05-06
DTE
0.00%DTE ENERGY COMPANY
Shares900
Event2026-03-31
Filed2026-05-06
CTRA
0.00%COTERRA ENERGY INCORPORATED
Shares3.7K
Event2026-03-31
Filed2026-05-06
IJH
0.00%ISHARES TR CORE S&P MCP ETF
Shares1.9K
Event2026-03-31
Filed2026-05-06
UCB
0.00%UNITED CMNTY BKS BLAIRSVLE GA
Shares4.0K
Event2026-03-31
Filed2026-05-06
USMV
-40.59%ISHARES TR MSCI USA MIN VOL
Shares1.4K
Event2026-03-31
Filed2026-05-06
FAUG
0.00%FT VEST U.S. EQUITY BUFFER ETF - AUGUST
Shares2.5K
Event2026-03-31
Filed2026-05-06
XEL
0.00%XCEL ENERGY INCORPORATED
Shares1.6K
Event2026-03-31
Filed2026-05-06
XLE
0.34%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares2.0K
Event2026-03-31
Filed2026-05-06
ENVA
0.00%ENOVA INTERNATIONAL INCORPORATED
Shares915
Event2026-03-31
Filed2026-05-06
PLTR
264.32%PALANTIR TECHNOLOGIES INCORPORATED CLASS A
Shares827
Event2026-03-31
Filed2026-05-06
BCI
0.00%ABRDN BLOOMBERG ALL COMMODITY STRATEGY
Shares5.0K
Event2026-03-31
Filed2026-05-06
CRWD
10.00%CROWDSTRIKE HLDGS INCORPORATED CLASS A
Shares297
Event2026-03-31
Filed2026-05-06
TTC
0.00%TORO COMPANY
Shares1.2K
Event2026-03-31
Filed2026-05-06
SHOP
0.00%SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)
Shares945
Event2026-03-31
Filed2026-05-06
GRMN
0.00%GARMIN LIMITED SHS (SWITZERLAND)
Shares480
Event2026-03-31
Filed2026-05-06
CQP
0.00%CHENIERE ENERGY PARTNERS L P COM UNIT
Shares1.7K
Event2026-03-31
Filed2026-05-06
IYW
0.00%ISHARES TR U.S. TECH ETF
Shares600
Event2026-03-31
Filed2026-05-06
LMBS
0.00%FIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares2.2K
Event2026-03-31
Filed2026-05-06
SYY
-6.30%SYSCO CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-05-06
CMI
0.00%CUMMINS INCORPORATED
Shares200
Event2026-03-31
Filed2026-05-06
PROF
-3.56%PROFOUND MED CORPORATION COM NEW (CANADA)
Shares16.3K
Event2026-03-31
Filed2026-05-06
BLACKSTONE INCORPORATED
0.00%BLACKSTONE INCORPORATED
Shares909
Event2026-03-31
Filed2026-05-06
TE CONNECTIVITY PLC ORD SHS (IRELAND)
0.00%TE CONNECTIVITY PLC ORD SHS (IRELAND)
Shares500
Event2026-03-31
Filed2026-05-06
IWM
0.00%ISHARES TR RUSSELL 2000 ETF
Shares409
Event2026-03-31
Filed2026-05-06
NVS
0.76%NOVARTIS AG SPONSORED ADR (SWITZERLAND)
Shares662
Event2026-03-31
Filed2026-05-06
ETHA
-0.20%ISHARES ETHEREUM TR SHS
Shares6.4K
Event2026-03-31
Filed2026-05-06
IYH
0.00%ISHARES TR US HLTHCARE ETF
Shares1.6K
Event2026-03-31
Filed2026-05-06
RWR
0.00%STATE STREET SPDR DOW JONES REIT ETF
Shares970
Event2026-03-31
Filed2026-05-06
CAH
0.00%CARDINAL HEALTH INCORPORATED
Shares450
Event2026-03-31
Filed2026-05-06
ACWI
0.00%ISHARES TR MSCI ACWI ETF
Shares675
Event2026-03-31
Filed2026-05-06
IR
0.00%INGERSOLL RAND INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-05-06
DOCT
0.00%FT VEST US EQUITY DEEP BFFR ETF OCT
Shares2.1K
Event2026-03-31
Filed2026-05-06
T
6.84%AT&T INCORPORATED
Shares3.1K
Event2026-03-31
Filed2026-05-06
DFEM
0.00%DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
Shares2.6K
Event2026-03-31
Filed2026-05-06
ORLY
0.00%OREILLY AUTOMOTIVE INCORPORATED
Shares958
Event2026-03-31
Filed2026-05-06
FV
0.00%FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
Shares1.4K
Event2026-03-31
Filed2026-05-06
MA
0.00%MASTERCARD INCORPORATED CLASS A
Shares167
Event2026-03-31
Filed2026-05-06
FVC
0.00%FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF
Shares2.4K
Event2026-03-31
Filed2026-05-06
CMCSA
4.59%COMCAST CORPORATION NEW CLASS A
Shares2.9K
Event2026-03-31
Filed2026-05-06
MSI
0.00%MOTOROLA SOLUTIONS INCORPORATED COM NEW
Shares190
Event2026-03-31
Filed2026-05-06
QNITY ELECTRONICS INCORPORATED COMMON STOCK
0.00%QNITY ELECTRONICS INCORPORATED COMMON STOCK
Shares708
Event2026-03-31
Filed2026-05-06
NATIONAL GRID PLC SPONSORED ADR NE
0.00%NATIONAL GRID PLC SPONSORED ADR NE
Shares964
Event2026-03-31
Filed2026-05-06
IYC
-6.22%ISHARES TR US CONSUM DISCRE
Shares829
Event2026-03-31
Filed2026-05-06
BHP
0.00%BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA)
Shares1.1K
Event2026-03-31
Filed2026-05-06
UPS
-45.17%UNITED PARCEL SVCS INCORPORATED CLASS B
Shares811
Event2026-03-31
Filed2026-05-06
TSCO
0.00%TRACTOR SUPPLY COMPANY
Shares1.8K
Event2026-03-31
Filed2026-05-06
IJR
0.16%ISHARES TR CORE S&P SCP ETF
Shares637
Event2026-03-31
Filed2026-05-06
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND)
0.00%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND)
Shares200
Event2026-03-31
Filed2026-05-06
FBIN
0.00%FORTUNE BRANDS INNOVATIONS INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-06
SU
0.00%SUNCOR ENERGY INCORPORATED NEW (CANADA)
Shares1.2K
Event2026-03-31
Filed2026-05-06
PEG
0.84%PUBLIC SVC ENTERPRISE GROUP
Shares956
Event2026-03-31
Filed2026-05-06
CNX
0.00%CNX RES CORPORATION
Shares2.0K
Event2026-03-31
Filed2026-05-06
MCHP
0.00%MICROCHIP TECHNOLOGY INCORPORATED.
Shares1.2K
Event2026-03-31
Filed2026-05-06
MFC
0.09%MANULIFE FINL CORPORATION (CANADA)
Shares2.2K
Event2026-03-31
Filed2026-05-06
YUM
0.20%YUM BRANDS INCORPORATED
Shares489
Event2026-03-31
Filed2026-05-06
GAB
0.00%GABELLI EQUITY TR INCORPORATED
Shares13.5K
Event2026-03-31
Filed2026-05-06
GIS
0.00%GENERAL MILLS INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-06
LNG
0.00%CHENIERE ENERGY INCORPORATED COM NEW
Shares256
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC SHS (IRELAND)
0.00%MEDTRONIC PLC SHS (IRELAND)
Shares831
Event2026-03-31
Filed2026-05-06
RIO
0.00%RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM)
Shares754
Event2026-03-31
Filed2026-05-06
JBHT
0.00%HUNT J B TRANS SVCS INCORPORATED
Shares327
Event2026-03-31
Filed2026-05-06
ADSK
0.00%AUTODESK INCORPORATED
Shares285
Event2026-03-31
Filed2026-05-06
GL
0.00%GLOBE LIFE INCORPORATED
Shares490
Event2026-03-31
Filed2026-05-06
LZB
0.00%LA Z BOY INCORPORATED
Shares2.1K
Event2026-03-31
Filed2026-05-06
DUPONT DE NEMOURS INCORPORATED
0.14%DUPONT DE NEMOURS INCORPORATED
Shares1.4K
Event2026-03-31
Filed2026-05-06
LHX
0.00%L3HARRIS TECHNOLOGIES INCORPORATED
Shares186
Event2026-03-31
Filed2026-05-06
DVY
0.00%ISHARES TR SELECT DIVID ETF
Shares415
Event2026-03-31
Filed2026-05-06
VWO
0.00%VANGUARD FTSE EMERGING MARKETS ETF
Shares1.2K
Event2026-03-31
Filed2026-05-06
DSU
3.05%BLACKROCK DEBT STRATEGIES FD I COM NEW
Shares6.5K
Event2026-03-31
Filed2026-05-06
IEFA
0.00%ISHARES TR CORE MSCI EAFE
Shares680
Event2026-03-31
Filed2026-05-06
VUG
-19.30%VANGUARD GROWTH ETF
Shares138
Event2026-03-31
Filed2026-05-06
FDLO
0.00%FIDELITY LOW VOLATILITY FACTOR ETF
Shares919
Event2026-03-31
Filed2026-05-06
PYLD
0.00%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares2.3K
Event2026-03-31
Filed2026-05-06
FCX
0.00%FREEPORT MCMORAN INCORPORATED CLASS B
Shares984
Event2026-03-31
Filed2026-05-06
HR
0.00%HEALTHCARE RLTY TR CLASS A COM REIT
Shares3.3K
Event2026-03-31
Filed2026-05-06
PAYX
-83.15%PAYCHEX INCORPORATED
Shares604
Event2026-03-31
Filed2026-05-06
OGE
0.00%OGE ENERGY CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-05-06
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares1.0K
Event2026-03-31
Filed2026-05-06
SCHG
0.00%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares1.9K
Event2026-03-31
Filed2026-05-06
MSTR
-82.03%STRATEGY INCORPORATED CLASS A NEW
Shares440
Event2026-03-31
Filed2026-05-06
APD
-2.63%AIR PRODUCTS AND CHEMICALS INCORPORATED
Shares185
Event2026-03-31
Filed2026-05-06
GSK PLC SPONSORED ADR (UNITED KINGDOM)
0.00%GSK PLC SPONSORED ADR (UNITED KINGDOM)
Shares971
Event2026-03-31
Filed2026-05-06
SPHQ
100.00%INVESCO S&P 500 QUALITY ETF
Shares700
Event2026-03-31
Filed2026-05-06
ULTA
0.00%ULTA BEAUTY INCORPORATED
Shares100
Event2026-03-31
Filed2026-05-06
VRTX
0.00%VERTEX PHARMACEUTICALS INCORPORATED
Shares117
Event2026-03-31
Filed2026-05-06
PPL
0.76%PPL CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-05-06
SCHF
-8.44%SCHWAB INTERNATIONAL EQUITY ETF
Shares2.0K
Event2026-03-31
Filed2026-05-06
SCHV
-22.35%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares1.6K
Event2026-03-31
Filed2026-05-06
WBD
0.00%WARNER BROS DISCOVERY INCORPORATED COM SER A
Shares1.8K
Event2026-03-31
Filed2026-05-06
ADBE
0.00%ADOBE INCORPORATED
Shares200
Event2026-03-31
Filed2026-05-06
KHC
0.00%KRAFT HEINZ COMPANY
Shares2.2K
Event2026-03-31
Filed2026-05-06
IBDR
0.00%ISHARES TR IBONDS DEC2026
Shares2.0K
Event2026-03-31
Filed2026-05-06
OIH
0.00%VANECK OIL SERVICES ETF
Shares119
Event2026-03-31
Filed2026-05-06
NATR
0.00%NATURES SUNSHINE PRODUCTS INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-06
FRI
0.00%FIRST TRUST S&P REIT INDEX FUND
Shares1.7K
Event2026-03-31
Filed2026-05-06
FNV
0.00%FRANCO NEV CORPORATION (CANADA)
Shares194
Event2026-03-31
Filed2026-05-06
LMT
0.00%LOCKHEED MARTIN CORPORATION
Shares79
Event2026-03-31
Filed2026-05-06
L
0.00%LOEWS CORPORATION
Shares444
Event2026-03-31
Filed2026-05-06
CRWV
-6.43%COREWEAVE INCORPORATED COM CLASS A
Shares611
Event2026-03-31
Filed2026-05-06
ITT INCORPORATED
0.00%ITT INCORPORATED
Shares248
Event2026-03-31
Filed2026-05-06
DGX
0.00%QUEST DIAGNOSTICS INCORPORATED
Shares239
Event2026-03-31
Filed2026-05-06
DLTR
0.00%DOLLAR TREE INCORPORATED
Shares421
Event2026-03-31
Filed2026-05-06
CITIGROUP INCORPORATED COM NEW
0.00%CITIGROUP INCORPORATED COM NEW
Shares403
Event2026-03-31
Filed2026-05-06
ARCC
0.00%ARES CAPITAL CORPORATION
Shares2.5K
Event2026-03-31
Filed2026-05-06
QDVO
NewAMPLIFY CWP GROWTH & INCOME ETF
Shares1.7K
Event2026-03-31
Filed2026-05-06
TMO
0.00%THERMO FISHER SCIENTIFIC INCORPORATED
Shares92
Event2026-03-31
Filed2026-05-06
OXY
0.44%OCCIDENTAL PETE CORPORATION
Shares688
Event2026-03-31
Filed2026-05-06
CLF
0.00%CLEVELAND-CLIFFS INCORPORATED NEW
Shares5.3K
Event2026-03-31
Filed2026-05-06
F
1.00%FORD MTR COMPANY
Shares3.8K
Event2026-03-31
Filed2026-05-06
MGK
0.00%VANGUARD MEGA CAP GROWTH ETF
Shares120
Event2026-03-31
Filed2026-05-06
AMGN
0.00%AMGEN INCORPORATED
Shares124
Event2026-03-31
Filed2026-05-06
SCHD
0.00%SCHWAB US DIVIDEND EQUITY ETF
Shares1.4K
Event2026-03-31
Filed2026-05-06
HTGC
0.00%HERCULES CAPITAL INCORPORATED
Shares2.9K
Event2026-03-31
Filed2026-05-06
IYY
0.00%ISHARES TR DOW JONES US ETF
Shares270
Event2026-03-31
Filed2026-05-06
PHYS
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (CANADA)
Shares1.2K
Event2026-03-31
Filed2026-05-06
CHWY
0.00%CHEWY INCORPORATED CLASS A
Shares1.6K
Event2026-03-31
Filed2026-05-06
GPN
0.00%GLOBAL PMTS INCORPORATED
Shares621
Event2026-03-31
Filed2026-05-06
TSN
0.00%TYSON FOODS INCORPORATED CLASS A
Shares650
Event2026-03-31
Filed2026-05-06
WES
0.00%WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
Shares1.0K
Event2026-03-31
Filed2026-05-06
BARRICK MINING CORPORATION COM SHS (CANADA)
-71.48%BARRICK MINING CORPORATION COM SHS (CANADA)
Shares1.0K
Event2026-03-31
Filed2026-05-06
MGV
0.00%VANGUARD MEGA CAP VALUE ETF
Shares281
Event2026-03-31
Filed2026-05-06
ITW
-5.56%ILLINOIS TOOL WKS INCORPORATED
Shares153
Event2026-03-31
Filed2026-05-06
JCI
0.00%JOHNSON CONTROLS INTERNATION SHS (IRELAND)
Shares304
Event2026-03-31
Filed2026-05-06
CC
0.11%CHEMOURS COMPANY
Shares1.8K
Event2026-03-31
Filed2026-05-06
NVRI
0.00%ENVIRI CORPORATION
Shares2.0K
Event2026-03-31
Filed2026-05-06
XLI
108.70%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares240
Event2026-03-31
Filed2026-05-06
GILD
0.00%GILEAD SCIENCES INCORPORATED
Shares276
Event2026-03-31
Filed2026-05-06
CRM
0.00%SALESFORCE INCORPORATED
Shares203
Event2026-03-31
Filed2026-05-06
TSLX
0.00%SIXTH STREET SPECIALTY LENDING INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
BBW
0.00%BUILD-A-BEAR WORKSHOP INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-05-06
FYT
0.00%FIRST TRUST SMALL CAP VALUE ALPHADEX FUND
Shares605
Event2026-03-31
Filed2026-05-06
DDIV
0.00%FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF
Shares901
Event2026-03-31
Filed2026-05-06
IBDU
NewISHARES TR IBONDS DEC 29
Shares1.6K
Event2026-03-31
Filed2026-05-06
LYB
0.00%LYONDELLBASELL INDUSTRIES NV SHS - A - (NETHERLANDS)
Shares450
Event2026-03-31
Filed2026-05-06
SNY
0.00%SANOFI SA SPONSORED ADR (FRANCE)
Shares740
Event2026-03-31
Filed2026-05-06
GBDC
0.00%GOLUB CAP BDC INCORPORATED
Shares2.8K
Event2026-03-31
Filed2026-05-06
IYF
0.00%ISHARES TR U.S. FINLS ETF
Shares300
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR ISHARES NEW
0.00%ISHARES GOLD TR ISHARES NEW
Shares400
Event2026-03-31
Filed2026-05-06
CAG
0.00%CONAGRA BRANDS INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-05-06
ECPG
0.00%ENCORE CAP GROUP INCORPORATED
Shares500
Event2026-03-31
Filed2026-05-06
AMD
-16.18%ADVANCED MICRO DEVICES INCORPORATED
Shares171
Event2026-03-31
Filed2026-05-06
FLEX
0.00%FLEXTRONICS INTERNATIONAL LIMITED ORD (SINGAPORE)
Shares522
Event2026-03-31
Filed2026-05-06
SOLV
0.00%SOLVENTUM CORPORATION COM SHS
Shares523
Event2026-03-31
Filed2026-05-06
EXR
0.00%EXTRA SPACE STORAGE INCORPORATED REIT
Shares260
Event2026-03-31
Filed2026-05-06
JKS
0.00%JINKOSOLAR HLDG COMPANY LIMITED SPONSORED ADR
Shares1.3K
Event2026-03-31
Filed2026-05-06
MS
0.00%MORGAN STANLEY COM NEW
Shares200
Event2026-03-31
Filed2026-05-06
MET
0.00%METLIFE INCORPORATED
Shares464
Event2026-03-31
Filed2026-05-06
RIVN
0.00%RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A
Shares2.1K
Event2026-03-31
Filed2026-05-06
CLX
0.00%CLOROX COMPANY DEL
Shares312
Event2026-03-31
Filed2026-05-06
WPC
1.07%WP CAREY INCORPORATED REIT
Shares471
Event2026-03-31
Filed2026-05-06
OTIS
0.00%OTIS WORLDWIDE CORPORATION
Shares408
Event2026-03-31
Filed2026-05-06
CARR
-41.21%CARRIER GLOBAL CORPORATION
Shares555
Event2026-03-31
Filed2026-05-06
SYK
0.00%STRYKER CORPORATION
Shares95
Event2026-03-31
Filed2026-05-06
FNX
0.00%FIRST TRUST MID CAP CORE ALPHADEX FUND
Shares243
Event2026-03-31
Filed2026-05-06
BKR
0.00%BAKER HUGHES COMPANY CLASS A
Shares500
Event2026-03-31
Filed2026-05-06
SKIN
27.65%THE BEAUTY HEALTH COMPANY COM CLASS A
Shares33.5K
Event2026-03-31
Filed2026-05-06
RPV
0.00%INVESCO S&P 500 PURE VALUE ETF
Shares275
Event2026-03-31
Filed2026-05-06
CTRE
0.00%CARETRUST REIT INCORPORATED REIT
Shares800
Event2026-03-31
Filed2026-05-06
URA
0.00%GLOBAL X URANIUM ETF
Shares600
Event2026-03-31
Filed2026-05-06
WTS
0.00%WATTS WATER TECHNOLOGIES INCORPORATED CLASS A
Shares100
Event2026-03-31
Filed2026-05-06
QQEW
0.00%FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF
Shares225
Event2026-03-31
Filed2026-05-06
OAKTREE SPECIALTY LENDING
0.00%OAKTREE SPECIALTY LENDING
Shares2.5K
Event2026-03-31
Filed2026-05-06
HFXI
0.00%NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF
Shares835
Event2026-03-31
Filed2026-05-06
NMFC
0.00%NEW MTN FIN CORPORATION
Shares3.6K
Event2026-03-31
Filed2026-05-06
DG
0.00%DOLLAR GENERAL CORPORATION
Shares232
Event2026-03-31
Filed2026-05-06
HWM
0.00%HOWMET AEROSPACE INCORPORATED
Shares118
Event2026-03-31
Filed2026-05-06
FLO
0.00%FLOWERS FOODS INCORPORATED
Shares3.3K
Event2026-03-31
Filed2026-05-06
NSIT
0.00%INSIGHT ENTERPRISES INCORPORATED
Shares400
Event2026-03-31
Filed2026-05-06
FDD
0.00%FIRST TRUST DJ STOXX EUROPEAN DIV INDEX FUND
Shares1.5K
Event2026-03-31
Filed2026-05-06
CL
0.00%COLGATE PALMOLIVE COMPANY
Shares311
Event2026-03-31
Filed2026-05-06
CORE NATURAL RESOURCES INCORPORATED COM SHS
0.00%CORE NATURAL RESOURCES INCORPORATED COM SHS
Shares250
Event2026-03-31
Filed2026-05-06
MHK
0.00%MOHAWK INDUSTRIES INCORPORATED
Shares264
Event2026-03-31
Filed2026-05-06
VTI
-7.95%VANGUARD TOTAL STOCK MARKET ETF
Shares81
Event2026-03-31
Filed2026-05-06
TKR
0.00%TIMKEN COMPANY
Shares256
Event2026-03-31
Filed2026-05-06
VGK
19.84%VANGUARD FTSE EUROPE ETF
Shares308
Event2026-03-31
Filed2026-05-06
HLT
0.00%HILTON WORLDWIDE HLDGS INCORPORATED
Shares83
Event2026-03-31
Filed2026-05-06
MTD
0.00%METTLER TOLEDO INTERNATIONAL
Shares20
Event2026-03-31
Filed2026-05-06
MUSA
0.00%MURPHY USA INCORPORATED
Shares51
Event2026-03-31
Filed2026-05-06
KMB
-65.53%KIMBERLY-CLARK CORPORATION
Shares252
Event2026-03-31
Filed2026-05-06
PANW
0.00%PALO ALTO NETWORKS INCORPORATED
Shares150
Event2026-03-31
Filed2026-05-06
SHW
0.00%SHERWIN WILLIAMS COMPANY
Shares75
Event2026-03-31
Filed2026-05-06
HBAN
0.00%HUNTINGTON BANCSHARES INCORPORATED
Shares1.5K
Event2026-03-31
Filed2026-05-06
A
0.00%AGILENT TECHNOLOGIES INCORPORATED
Shares200
Event2026-03-31
Filed2026-05-06
VTR
0.00%VENTAS INCORPORATED REIT
Shares278
Event2026-03-31
Filed2026-05-06
SPGI
0.00%S&P GLOBAL INCORPORATED
Shares52
Event2026-03-31
Filed2026-05-06
ADP
0.00%AUTOMATIC DATA PROCESSING INCORPORATED
Shares107
Event2026-03-31
Filed2026-05-06
NRG
0.00%NRG ENERGY INCORPORATED COM NEW
Shares148
Event2026-03-31
Filed2026-05-06
TCPC
0.00%BLACKROCK TCP CAPITAL CORPORATION
Shares6.0K
Event2026-03-31
Filed2026-05-06
GMED
0.00%GLOBUS MED INCORPORATED CLASS A
Shares250
Event2026-03-31
Filed2026-05-06
ARISTA NETWORKS INCORPORATED COM SHS
0.00%ARISTA NETWORKS INCORPORATED COM SHS
Shares175
Event2026-03-31
Filed2026-05-06
QXO
98.18%QXO INCORPORATED COM NEW
Shares1.1K
Event2026-03-31
Filed2026-05-06
MKL
0.00%MARKEL GROUP INCORPORATED
Shares11
Event2026-03-31
Filed2026-05-06
EA
0.00%ELECTRONIC ARTS INCORPORATED
Shares103
Event2026-03-31
Filed2026-05-06
SCI
0.00%SERVICE CORPORATION INTERNATIONAL
Shares250
Event2026-03-31
Filed2026-05-06
FBNC
0.00%FIRST BANCORP N C
Shares364
Event2026-03-31
Filed2026-05-06
TD
0.00%TORONTO DOMINION BK ONT COM NEW (CANADA)
Shares218
Event2026-03-31
Filed2026-05-06
INTU
0.00%INTUIT
Shares47
Event2026-03-31
Filed2026-05-06
HOG
0.00%HARLEY DAVIDSON INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-05-06
MKC
0.00%MCCORMICK & COMPANY INCORPORATED COM NON VTG
Shares400
Event2026-03-31
Filed2026-05-06
IEMG
0.00%ISHARES INCORPORATED CORE MSCI EMKT
Shares284
Event2026-03-31
Filed2026-05-06
VOE
0.00%VANGUARD MID-CAP VALUE ETF
Shares107
Event2026-03-31
Filed2026-05-06
YUMC
0.00%YUM CHINA HLDGS INCORPORATED
Shares403
Event2026-03-31
Filed2026-05-06
IONS
0.00%IONIS PHARMACEUTICALS INCORPORATED
Shares258
Event2026-03-31
Filed2026-05-06
CWI
0.00%STATE STREET SPDR MSCI ACWI EX-US ETF
Shares528
Event2026-03-31
Filed2026-05-06
PAA
0.00%PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Shares841
Event2026-03-31
Filed2026-05-06
STANLEY BLACK & DECKER INCORPORATED
1.15%STANLEY BLACK & DECKER INCORPORATED
Shares263
Event2026-03-31
Filed2026-05-06
XLRE
0.00%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares456
Event2026-03-31
Filed2026-05-06
SLYV
0.00%STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
Shares195
Event2026-03-31
Filed2026-05-06
XLU
0.00%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares400
Event2026-03-31
Filed2026-05-06
SOUTHSTATE BK CORPORATION
0.00%SOUTHSTATE BK CORPORATION
Shares197
Event2026-03-31
Filed2026-05-06
EL
0.00%LAUDER ESTEE COMPANIES INCORPORATED CLASS A
Shares250
Event2026-03-31
Filed2026-05-06
SBUX
0.00%STARBUCKS CORPORATION
Shares200
Event2026-03-31
Filed2026-05-06
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares202
Event2026-03-31
Filed2026-05-06
EW
0.00%EDWARDS LIFESCIENCES CORPORATION
Shares223
Event2026-03-31
Filed2026-05-06
GRNY
0.00%FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
Shares734
Event2026-03-31
Filed2026-05-06
LPX
0.00%LOUISIANA PAC CORPORATION
Shares240
Event2026-03-31
Filed2026-05-06
MSCI
0.00%MSCI INCORPORATED
Shares32
Event2026-03-31
Filed2026-05-06
EEM
97.40%ISHARES TR MSCI EMG MKT ETF
Shares304
Event2026-03-31
Filed2026-05-06
WY
0.00%WEYERHAEUSER COMPANY COM NEW REIT
Shares700
Event2026-03-31
Filed2026-05-06
SNA
0.00%SNAP ON INCORPORATED
Shares47
Event2026-03-31
Filed2026-05-06
FID
0.00%FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF
Shares810
Event2026-03-31
Filed2026-05-06
BN
0.00%BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA)
Shares415
Event2026-03-31
Filed2026-05-06
GM
0.00%GENERAL MTRS COMPANY
Shares225
Event2026-03-31
Filed2026-05-06
MBC
0.00%MASTERBRAND INCORPORATED COMMON STOCK
Shares2.0K
Event2026-03-31
Filed2026-05-06
CROX
0.00%CROCS INCORPORATED
Shares200
Event2026-03-31
Filed2026-05-06
UNILEVER PLC SPON ADR NEW (UNITED KINGDOM)
0.00%UNILEVER PLC SPON ADR NEW (UNITED KINGDOM)
Shares284
Event2026-03-31
Filed2026-05-06
FEM
0.00%FIRST TRUST EMERGING MARKETS ALPHADEX FUND
Shares540
Event2026-03-31
Filed2026-05-06
NOK
0.00%NOKIA CORPORATION SPONSORED ADR (FINLAND)
Shares2.0K
Event2026-03-31
Filed2026-05-06
KDP
0.00%KEURIG DR PEPPER INCORPORATED
Shares600
Event2026-03-31
Filed2026-05-06
IGSB
0.00%ISHARES TR ISHS 1-5YR INVS
Shares300
Event2026-03-31
Filed2026-05-06
EFV
0.00%ISHARES TR EAFE VALUE ETF
Shares211
Event2026-03-31
Filed2026-05-06
O
0.00%REALTY INCOME CORPORATION REIT
Shares252
Event2026-03-31
Filed2026-05-06
BWIN
0.00%THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A
Shares700
Event2026-03-31
Filed2026-05-06
IYM
0.00%ISHARES TR U.S. BAS MTL ETF
Shares85
Event2026-03-31
Filed2026-05-06
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares21
Event2026-03-31
Filed2026-05-06
QUAL
-25.00%ISHARES TR MSCI USA QLT FCT
Shares75
Event2026-03-31
Filed2026-05-06
FTNT
0.00%FORTINET INCORPORATED
Shares175
Event2026-03-31
Filed2026-05-06
PHG
0.00%KONINKLIJKE PHILIPS N V NY REGIS SHS NEW
Shares519
Event2026-03-31
Filed2026-05-06
XLB
0.00%STATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares284
Event2026-03-31
Filed2026-05-06
SLQD
NewISHARES TR 0-5YR INVT GR CP
Shares279
Event2026-03-31
Filed2026-05-06
GNSS
0.00%GENASYS INCORPORATED
Shares7.7K
Event2026-03-31
Filed2026-05-06
CBOE
0.00%CBOE GLOBAL MKTS INCORPORATED
Shares50
Event2026-03-31
Filed2026-05-06
FAST
0.00%FASTENAL COMPANY
Shares302
Event2026-03-31
Filed2026-05-06
VLUE
0.00%ISHARES TR MSCI USA VALUE
Shares98
Event2026-03-31
Filed2026-05-06
AGG
NewISHARES TR CORE US AGGBD ET
Shares140
Event2026-03-31
Filed2026-05-06
PULS
NewPGIM ULTRA SHORT BOND ETF
Shares275
Event2026-03-31
Filed2026-05-06
TMUS
0.00%T-MOBILE US INCORPORATED
Shares64
Event2026-03-31
Filed2026-05-06
ZBH
0.00%ZIMMER BIOMET HOLDINGS INCORPORATED
Shares148
Event2026-03-31
Filed2026-05-06
IBIT
0.00%ISHARES BITCOIN TRUST ETF SHS BEN INT
Shares347
Event2026-03-31
Filed2026-05-06
DEO
0.00%DIAGEO PLC SPON ADR NEW (UNITED KINGDOM)
Shares179
Event2026-03-31
Filed2026-05-06
EWL
0.00%ISHARES INCORPORATED MSCI SWITZERLAND
Shares225
Event2026-03-31
Filed2026-05-06
BABA
0.00%ALIBABA GROUP HLDG LIMITED SPONSORED ADS
Shares102
Event2026-03-31
Filed2026-05-06
TDG
0.00%TRANSDIGM GROUP INCORPORATED
Shares11
Event2026-03-31
Filed2026-05-06
VTRS
0.00%VIATRIS INCORPORATED
Shares937
Event2026-03-31
Filed2026-05-06
CXT
0.00%CRANE NXT COMPANY
Shares310
Event2026-03-31
Filed2026-05-06
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
0.00%ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
Shares61
Event2026-03-31
Filed2026-05-06
NKE
0.00%NIKE INCORPORATED CLASS B
Shares228
Event2026-03-31
Filed2026-05-06
EGP
0.00%EASTGROUP PPTYS INCORPORATED REIT
Shares65
Event2026-03-31
Filed2026-05-06
MUB
-31.93%ISHARES TR NATIONAL MUN ETF
Shares113
Event2026-03-31
Filed2026-05-06
GOVT
-22.44%ISHARES TR US TREAS BD ETF
Shares522
Event2026-03-31
Filed2026-05-06
FORTRESS BIOTECH INCORPORATED COM NEW
0.00%FORTRESS BIOTECH INCORPORATED COM NEW
Shares4.2K
Event2026-03-31
Filed2026-05-06
BAX
0.00%BAXTER INTERNATIONAL INCORPORATED
Shares700
Event2026-03-31
Filed2026-05-06
OKE
NewONEOK INCORPORATED NEW
Shares130
Event2026-03-31
Filed2026-05-06
FTXR
0.00%FIRST TRUST NASDAQ TRANSPORTATION ETF
Shares305
Event2026-03-31
Filed2026-05-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available