Sponsored
The Analysis of NBT BANK N A /NY's Holdings & P&L
Currently, NBT BANK N A /NY holds 1074 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IUSG (+124.4K shares, valued at $19.3M), VTV (+95.5K shares, valued at $18.7M), VTI (+51.7K shares, valued at $16.6M); decreased their positions in MELI (-2.0K shares, valued at $3.5M), SCHF (-81.7K shares, valued at $2.0M), LLY (-2.1K shares, valued at $2.0M); initiated new positions in EDV (+191.6K shares, valued at $12.4M), VCLT (+54.9K shares, valued at $4.1M), STUB (+158.7K shares, valued at $990.0K).
1M P&L
+25.4M+1.77%
3M P&L
-8.6M-0.59%
HY P&L
+75.4M+5.47%
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/A496.0M
36.3%
2Software - Infrastructure87.6M
6.4%
3Consumer Electronics68.7M
5.0%
Top Industries by Stock Count
1N/A337 stocks
34.1%
2Banks - Regional28 stocks
2.8%
3Software - Application25 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Invesco S&P 500 Low Volatility E Invesco S&P 500 Low Volatility E4.1K shares14.96%2026-03-312026-04-28
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Abrdn Standard Physical Gold Etf Abrdn Standard Physical Gold Etf1.8K shares4290.24%2026-03-312026-04-28
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MSFT
-0.57%Microsoft Corp
Shares202.6K
Event2026-03-31
Filed2026-04-28
AAPL
2.44%Apple Inc.
Shares270.8K
Event2026-03-31
Filed2026-04-28
GUNR
1.37%Flexshares Upstream
Shares926.7K
Event2026-03-31
Filed2026-04-28
Alphabet Inc. Class A
-1.80%Alphabet Inc. Class A
Shares146.4K
Event2026-03-31
Filed2026-04-28
Alphabet Inc. Class C
-2.33%Alphabet Inc. Class C
Shares144.7K
Event2026-03-31
Filed2026-04-28
JPM
-0.99%J P Morgan Chase & Co
Shares125.0K
Event2026-03-31
Filed2026-04-28
EFG
3.60%iShares MSCI EAFE Growth
Shares291.4K
Event2026-03-31
Filed2026-04-28
XOM
4.69%Exxon Mobil Corporation
Shares167.9K
Event2026-03-31
Filed2026-04-28
CAT
29.48%Caterpillar Inc
Shares40.1K
Event2026-03-31
Filed2026-04-28
JNJ
0.60%Johnson & Johnson
Shares108.0K
Event2026-03-31
Filed2026-04-28
TT
-1.29%Trane Technologies Plc ADR
Shares56.6K
Event2026-03-31
Filed2026-04-28
LOW
-1.02%Lowes Companies Inc
Shares91.0K
Event2026-03-31
Filed2026-04-28
AMZN
3.76%Amazon.com, Inc
Shares98.4K
Event2026-03-31
Filed2026-04-28
VTI
503.79%Vanguard Total Stock
Shares62.0K
Event2026-03-31
Filed2026-04-28
IUSG
74065.48%Ishares Core S&P US
Shares124.6K
Event2026-03-31
Filed2026-04-28
MCD
-2.07%Mc Donalds Corp
Shares61.7K
Event2026-03-31
Filed2026-04-28
VTV
4454.60%Vanguard Value Etf
Shares97.6K
Event2026-03-31
Filed2026-04-28
Berkshire Hathaway Cl B
5.03%Berkshire Hathaway Cl B
Shares36.9K
Event2026-03-31
Filed2026-04-28
PG
0.31%Procter & Gamble Co
Shares121.0K
Event2026-03-31
Filed2026-04-28
DE
-2.72%Deere & Company
Shares30.3K
Event2026-03-31
Filed2026-04-28
CVX
0.08%Chevron Corp.
Shares82.2K
Event2026-03-31
Filed2026-04-28
RTX
1.46%Raytheon Technologies Co
Shares84.2K
Event2026-03-31
Filed2026-04-28
WMT
9.97%Wal-Mart Stores Inc.
Shares127.4K
Event2026-03-31
Filed2026-04-28
COST
-6.63%Costco Wholesale Corporation
Shares14.2K
Event2026-03-31
Filed2026-04-28
STIP
2.92%iShares 0-5 Year TIPS Bond ETF
Shares130.5K
Event2026-03-31
Filed2026-04-28
IBM
16.89%Intl Business Machine Corp
Shares54.1K
Event2026-03-31
Filed2026-04-28
IGSB
-0.69%iShares Short-Term Corporate Bon
Shares244.9K
Event2026-03-31
Filed2026-04-28
NVDA
1.79%NVIDIA Corporation
Shares71.4K
Event2026-03-31
Filed2026-04-28
EDV
NewVanguard Extended Duration Tre
Shares191.6K
Event2026-03-31
Filed2026-04-28
SDY
-0.46%State Street SPDR S&P Dividend
Shares82.0K
Event2026-03-31
Filed2026-04-28
CSCO
0.31%Cisco Systems Inc
Shares153.1K
Event2026-03-31
Filed2026-04-28
ABBV
-1.21%AbbVie Inc.
Shares51.1K
Event2026-03-31
Filed2026-04-28
NBTB
5.29%NBT Bancorp Inc.
Shares260.5K
Event2026-03-31
Filed2026-04-28
PEP
-2.25%Pepsico, Inc.
Shares70.9K
Event2026-03-31
Filed2026-04-28
Merck & Co Inc
-1.31%Merck & Co Inc
Shares89.9K
Event2026-03-31
Filed2026-04-28
TJX
-0.11%TJX Cos Inc
Shares67.0K
Event2026-03-31
Filed2026-04-28
AGG
919.70%Ishares Core U S Aggregate Bond Etf
Shares105.2K
Event2026-03-31
Filed2026-04-28
ABT
-2.90%Abbott Laboratories
Shares98.4K
Event2026-03-31
Filed2026-04-28
MDY
-3.31%State Street SPDR S&P MIDCAP 4
Shares15.2K
Event2026-03-31
Filed2026-04-28
Vanguard S&P 500 Etf
-8.98%Vanguard S&P 500 Etf
Shares15.5K
Event2026-03-31
Filed2026-04-28
VCSH
3240.37%Vanguard Short Term Corp Bond Etf
Shares113.6K
Event2026-03-31
Filed2026-04-28
UNP
-1.10%Union Pac Corp
Shares36.2K
Event2026-03-31
Filed2026-04-28
SPY
0.34%State Street SPDR S&P 500 ETF
Shares13.4K
Event2026-03-31
Filed2026-04-28
IEFA
9.14%Ishares Core Msci Eafe ETF
Shares94.1K
Event2026-03-31
Filed2026-04-28
IWM
0.15%iShares Russell 2000
Shares34.2K
Event2026-03-31
Filed2026-04-28
SCHD
0.10%Schwab US Dividend
Shares274.1K
Event2026-03-31
Filed2026-04-28
GS
-13.25%Goldman Sachs Group Inc
Shares9.9K
Event2026-03-31
Filed2026-04-28
LLY
-19.68%Eli Lilly and Company
Shares8.7K
Event2026-03-31
Filed2026-04-28
GWW
-2.49%Grainger W W Inc
Shares7.3K
Event2026-03-31
Filed2026-04-28
NEE
-0.56%Nextera Energy Inc
Shares84.0K
Event2026-03-31
Filed2026-04-28
SPGI
-3.62%S&P Global Inc
Shares18.1K
Event2026-03-31
Filed2026-04-28
DHR
-4.01%Danaher Corp
Shares40.0K
Event2026-03-31
Filed2026-04-28
ADP
-4.61%Auto Data Processing
Shares37.1K
Event2026-03-31
Filed2026-04-28
EFA
0.65%Ishares Msci Eafe ETF
Shares77.5K
Event2026-03-31
Filed2026-04-28
NFRA
-3.44%FlexShares STOXX Global Broad In
Shares113.7K
Event2026-03-31
Filed2026-04-28
ORCL
-0.32%Oracle Corp.
Shares48.5K
Event2026-03-31
Filed2026-04-28
SHY
-6.63%Ishares 1-3 Year Treasury ETF
Shares85.3K
Event2026-03-31
Filed2026-04-28
IXUS
5763.59%iShares Core MSCI Total Int'l St
Shares80.0K
Event2026-03-31
Filed2026-04-28
VBR
3639.71%Vanguard Small-Cap Value
Shares31.1K
Event2026-03-31
Filed2026-04-28
IJT
1207.57%Ishares S&P Smll Cap 600
Shares46.6K
Event2026-03-31
Filed2026-04-28
KO
-0.67%The Coca-Cola Company
Shares88.7K
Event2026-03-31
Filed2026-04-28
General Dynamics Corp.
-0.32%General Dynamics Corp.
Shares19.6K
Event2026-03-31
Filed2026-04-28
AOR
157167.69%iShares Core Growth ETF
Shares102.2K
Event2026-03-31
Filed2026-04-28
HON
-2.15%Honeywell Intl Inc
Shares27.9K
Event2026-03-31
Filed2026-04-28
BMO
3443.77%Bank Montreal Quebec
Shares46.1K
Event2026-03-31
Filed2026-04-28
IVV
59.73%iShares Core S&P 500
Shares9.3K
Event2026-03-31
Filed2026-04-28
ANGL
2631.77%Vaneck Faln Angl Hy Bnd
Shares198.6K
Event2026-03-31
Filed2026-04-28
EEM
13.41%Ishares Msci Emerging Mkt ETF
Shares96.9K
Event2026-03-31
Filed2026-04-28
META
-3.97%Meta Platforms, Inc.
Shares9.4K
Event2026-03-31
Filed2026-04-28
HYG
26.20%Ishares Iboxx $ High Yield Corporate Bond Etf
Shares67.2K
Event2026-03-31
Filed2026-04-28
DIS
-6.43%Walt Disney Co.
Shares53.7K
Event2026-03-31
Filed2026-04-28
PANW
-5.03%Palo Alto Networks
Shares32.2K
Event2026-03-31
Filed2026-04-28
LMT
-7.60%Lockheed Martin Corp
Shares8.5K
Event2026-03-31
Filed2026-04-28
NYF
-5.24%Ishares New York Muni Bond ETF
Shares95.2K
Event2026-03-31
Filed2026-04-28
Broadcom Inc
7.29%Broadcom Inc
Shares16.0K
Event2026-03-31
Filed2026-04-28
HD
-0.96%Home Depot Inc
Shares14.8K
Event2026-03-31
Filed2026-04-28
V
-6.28%Visa Inc.
Shares16.1K
Event2026-03-31
Filed2026-04-28
PM
-2.80%Philip Morris Intl, Inc.
Shares29.2K
Event2026-03-31
Filed2026-04-28
VXUS
-0.13%Vanguard Total International S
Shares61.9K
Event2026-03-31
Filed2026-04-28
GDX
8.43%Vaneck Vectors Gold Miners ETF
Shares52.0K
Event2026-03-31
Filed2026-04-28
XLK
2.93%State Street Technology Select
Shares35.2K
Event2026-03-31
Filed2026-04-28
PFE
9.03%Pfizer Inc.
Shares165.2K
Event2026-03-31
Filed2026-04-28
AXP
-3.98%American Express CO
Shares15.1K
Event2026-03-31
Filed2026-04-28
IR
0.01%Ingersoll Rand Inc
Shares56.7K
Event2026-03-31
Filed2026-04-28
Eaton Corp Plc
-1.33%Eaton Corp Plc
Shares12.7K
Event2026-03-31
Filed2026-04-28
NVS
-1.28%Novartis AG
Shares27.8K
Event2026-03-31
Filed2026-04-28
IJH
-1.24%iShares Core S&P Mid-Cap
Shares62.7K
Event2026-03-31
Filed2026-04-28
TMO
-13.32%Thermo Fisher Scientific, Inc.
Shares8.6K
Event2026-03-31
Filed2026-04-28
Linde Plc
-7.47%Linde Plc
Shares8.5K
Event2026-03-31
Filed2026-04-28
NFLX
3.76%Netflix, Inc.
Shares43.6K
Event2026-03-31
Filed2026-04-28
VZ
9.92%Verizon Communications Inc
Shares83.6K
Event2026-03-31
Filed2026-04-28
VCLT
NewVanguard Long-Term CorporateBo
Shares54.9K
Event2026-03-31
Filed2026-04-28
QCOM
-2.20%QUALCOMM Inc.
Shares31.8K
Event2026-03-31
Filed2026-04-28
GLD
50.76%SPDR Gold Shares
Shares9.5K
Event2026-03-31
Filed2026-04-28
IBB
-4.26%Ishares Nasdaq Biotech ETF
Shares23.6K
Event2026-03-31
Filed2026-04-28
SCZ
-0.15%iShares MSCI EAFE Small-Cap
Shares50.2K
Event2026-03-31
Filed2026-04-28
XLB
-2.28%State Street Materials Select
Shares78.1K
Event2026-03-31
Filed2026-04-28
SPDW
1.12%SPDR Portfolio Developed World e
Shares79.1K
Event2026-03-31
Filed2026-04-28
BRK.A
0.00%Berkshire Hathaway Inc Class A
Shares5
Event2026-03-31
Filed2026-04-28
UNH
-3.82%Unitedhealth Group Inc
Shares13.2K
Event2026-03-31
Filed2026-04-28
DON
46.73%WisdomTree MidCap Dividend
Shares66.7K
Event2026-03-31
Filed2026-04-28
XLU
1.62%Utilities Select Sector SPDR Fun
Shares75.1K
Event2026-03-31
Filed2026-04-28
BMY
-1.83%Bristol-Myers Squibb Co
Shares56.5K
Event2026-03-31
Filed2026-04-28
APH
-4.27%Amphenol Corp
Shares27.0K
Event2026-03-31
Filed2026-04-28
General Electric Co.
-4.32%General Electric Co.
Shares12.0K
Event2026-03-31
Filed2026-04-28
VGT
266.99%Vanguard InfoTechnology
Shares4.6K
Event2026-03-31
Filed2026-04-28
IEMG
-3.50%iShares Core MSCI EM ETF
Shares45.5K
Event2026-03-31
Filed2026-04-28
MA
-8.88%Mastercard Incorporated
Shares6.3K
Event2026-03-31
Filed2026-04-28
TROW
0.06%T Rowe Price Group Inc
Shares34.3K
Event2026-03-31
Filed2026-04-28
CRM
10.22%salesforce.com, inc.
Shares16.5K
Event2026-03-31
Filed2026-04-28
T
18.11%AT&T, Inc.
Shares106.3K
Event2026-03-31
Filed2026-04-28
BAC
4.52%Bank Of America Corp
Shares62.5K
Event2026-03-31
Filed2026-04-28
SCHA
24.57%Schwab U S Small Cap Etf
Shares103.0K
Event2026-03-31
Filed2026-04-28
ADI
-3.29%Analog Devices Inc
Shares9.4K
Event2026-03-31
Filed2026-04-28
CARR
-4.69%Carrier Global Corp
Shares52.9K
Event2026-03-31
Filed2026-04-28
MO
2.37%Altria Group, Inc.
Shares44.8K
Event2026-03-31
Filed2026-04-28
CVS
-1.78%CVS Health Corp
Shares39.7K
Event2026-03-31
Filed2026-04-28
PWR
-15.10%Quanta Services Inc
Shares5.1K
Event2026-03-31
Filed2026-04-28
KRE
-2.38%State Street SPDR S&P Regional
Shares42.5K
Event2026-03-31
Filed2026-04-28
SCHF
-42.78%Schwab International
Shares109.3K
Event2026-03-31
Filed2026-04-28
UBER
-5.75%Uber Technologies Inc
Shares37.5K
Event2026-03-31
Filed2026-04-28
MMC
-27.11%Marsh & Mc Lennan Co
Shares15.5K
Event2026-03-31
Filed2026-04-28
PFF
3.03%Ishares S&P Pref Stk ETF
Shares88.0K
Event2026-03-31
Filed2026-04-28
WFC
-1.18%Wells Fargo & Co
Shares33.4K
Event2026-03-31
Filed2026-04-28
ALLE
0.00%Allegion PLC
Shares17.8K
Event2026-03-31
Filed2026-04-28
DFUS
24365.54%Dimensional U S Equity Market Etf
Shares36.2K
Event2026-03-31
Filed2026-04-28
MDLZ
-8.10%Mondelez International, Inc.
Shares44.5K
Event2026-03-31
Filed2026-04-28
AFL
-0.26%AFLAC Inc.
Shares22.8K
Event2026-03-31
Filed2026-04-28
XLRE
1.61%State Street Real Estate Sel S
Shares61.2K
Event2026-03-31
Filed2026-04-28
Blackrock Inc
-0.35%Blackrock Inc
Shares2.6K
Event2026-03-31
Filed2026-04-28
BA
5.78%The Boeing Company
Shares12.4K
Event2026-03-31
Filed2026-04-28
SGOL
129212.20%Aberdeen Std Physical Swiss Gold
Shares53.0K
Event2026-03-31
Filed2026-04-28
IAGG
7.53%iShares Core Intl Aggregate Bond
Shares46.3K
Event2026-03-31
Filed2026-04-28
TGT
-28.74%Target Corp
Shares18.7K
Event2026-03-31
Filed2026-04-28
MS
-0.37%Morgan Stanley
Shares13.3K
Event2026-03-31
Filed2026-04-28
APD
-7.09%Air Products and Chemicals, Inc.
Shares7.3K
Event2026-03-31
Filed2026-04-28
XLY
-1.22%State Street Consumer Dis Sele
Shares19.4K
Event2026-03-31
Filed2026-04-28
ALV
0.00%Autoliv Inc
Shares20.1K
Event2026-03-31
Filed2026-04-28
ECL
-3.93%Ecolab Inc
Shares7.9K
Event2026-03-31
Filed2026-04-28
JPST
5.87%JPMorgan Ultra-Short Income ET
Shares41.1K
Event2026-03-31
Filed2026-04-28
EMR
-5.94%Emerson Electric Co.
Shares15.8K
Event2026-03-31
Filed2026-04-28
CB
-8.65%Chubb Limited
Shares6.3K
Event2026-03-31
Filed2026-04-28
MCHP
-2.54%Microchip Technology Inc
Shares31.7K
Event2026-03-31
Filed2026-04-28
SO
3.51%Southern Company
Shares20.5K
Event2026-03-31
Filed2026-04-28
PRU
-11.18%Prudential Financial, Inc.
Shares20.2K
Event2026-03-31
Filed2026-04-28
INTC
-2.45%Intel Corp
Shares44.0K
Event2026-03-31
Filed2026-04-28
IJR
10.52%iShares Core S&P Small-Cap
Shares15.4K
Event2026-03-31
Filed2026-04-28
ICE
-1.09%Intercontinental Exchange Inc
Shares12.1K
Event2026-03-31
Filed2026-04-28
VCIT
1.60%Vanguard Inter Term Corp Bond
Shares22.9K
Event2026-03-31
Filed2026-04-28
USB
41.47%U S Bancorp Del
Shares36.2K
Event2026-03-31
Filed2026-04-28
SCHW
26.94%The Charles Schwab Corp
Shares19.9K
Event2026-03-31
Filed2026-04-28
VOT
-3.93%Vanguard Mid Cap Growth
Shares7.2K
Event2026-03-31
Filed2026-04-28
DES
116.18%WisdomTree SmallCap Dividend
Shares50.1K
Event2026-03-31
Filed2026-04-28
SCHZ
0.74%Schwab US Aggregate Bond
Shares76.7K
Event2026-03-31
Filed2026-04-28
SYK
-6.80%Stryker Corp.
Shares5.4K
Event2026-03-31
Filed2026-04-28
LHX
0.12%L3 Harris Technologies Inc
Shares4.9K
Event2026-03-31
Filed2026-04-28
MOO
-7.29%Vaneck ETF Trust Agribusiness
Shares19.0K
Event2026-03-31
Filed2026-04-28
DIA
-8.54%SPDR Dow Jones Industrial Averag
Shares3.5K
Event2026-03-31
Filed2026-04-28
VNQ
1.93%Vanguard REIT
Shares18.0K
Event2026-03-31
Filed2026-04-28
UPS
-1.01%United Parcel Service Cl B
Shares16.2K
Event2026-03-31
Filed2026-04-28
SYY
57.45%Sysco Corporation
Shares22.2K
Event2026-03-31
Filed2026-04-28
AEM
-13.03%Agnico Eagle Mines Ltd
Shares7.8K
Event2026-03-31
Filed2026-04-28
GLW
54.25%Corning Inc.
Shares11.4K
Event2026-03-31
Filed2026-04-28
BSV
0.14%Vanguard Short Term Bond ETF
Shares19.7K
Event2026-03-31
Filed2026-04-28
JMUB
0.00%JPMorgan Municipal ETF
Shares30.8K
Event2026-03-31
Filed2026-04-28
NSC
-0.26%Norfolk Southern Corp
Shares5.3K
Event2026-03-31
Filed2026-04-28
EEMV
-22.69%Ishs Msci Emerg Mrkt Min
Shares22.7K
Event2026-03-31
Filed2026-04-28
IYZ
-0.01%Ishares DJ US Telcom Sector ET
Shares37.4K
Event2026-03-31
Filed2026-04-28
PAYX
-1.54%Paychex Inc
Shares15.9K
Event2026-03-31
Filed2026-04-28
XLI
-1.23%State Street Industrial Select
Shares8.9K
Event2026-03-31
Filed2026-04-28
COP
-2.21%Conocophillips
Shares10.8K
Event2026-03-31
Filed2026-04-28
GEV
-52.07%Ge Vernova Inc
Shares1.6K
Event2026-03-31
Filed2026-04-28
SLB
-21.90%SLB Limited
Shares27.3K
Event2026-03-31
Filed2026-04-28
AWK
-3.82%American Water Works CO Inc
Shares10.2K
Event2026-03-31
Filed2026-04-28
AMGN
-10.77%Amgen Inc.
Shares3.9K
Event2026-03-31
Filed2026-04-28
NKE
-8.96%Nike Inc Class B
Shares25.8K
Event2026-03-31
Filed2026-04-28
MMM
-2.45%3M Company
Shares9.2K
Event2026-03-31
Filed2026-04-28
Medtronic Inc.
-0.73%Medtronic Inc.
Shares15.4K
Event2026-03-31
Filed2026-04-28
VWO
-4.28%Vanguard FTSE EM Index Fund ETF
Shares24.7K
Event2026-03-31
Filed2026-04-28
ISRG
-13.79%Intuitive Surgical
Shares2.9K
Event2026-03-31
Filed2026-04-28
XLE
0.29%Energy Select Sector SPDR
Shares21.6K
Event2026-03-31
Filed2026-04-28
VEA
-1.98%Vanguard FTSE Developed Market
Shares20.6K
Event2026-03-31
Filed2026-04-28
XLF
0.23%Financial Select Sector SPDR
Shares26.3K
Event2026-03-31
Filed2026-04-28
BIV
-0.14%Vanguard Intermediate
Shares16.7K
Event2026-03-31
Filed2026-04-28
VO
26.55%Vanguard Mid-Cap Index Fd ETF Sh
Shares4.5K
Event2026-03-31
Filed2026-04-28
HDV
13.34%iShares Core High Dividend ETF
Shares9.4K
Event2026-03-31
Filed2026-04-28
RBC
-5.19%Rbc Bearings Inc
Shares2.3K
Event2026-03-31
Filed2026-04-28
GIS
-0.50%General Mls Inc
Shares33.7K
Event2026-03-31
Filed2026-04-28
BK
0.60%Bank of New York Mellon Corp
Shares10.4K
Event2026-03-31
Filed2026-04-28
BND
6.49%Vanguard Total Bond Market Index
Shares16.6K
Event2026-03-31
Filed2026-04-28
FV
15899.21%First Trust Dorsey Wright Focus 5 Etf
Shares20.2K
Event2026-03-31
Filed2026-04-28
IWO
4.44%Ishares Russell 2000 Growth ET
Shares3.9K
Event2026-03-31
Filed2026-04-28
PTY
0.00%Pimco Corporate & Income Oppor
Shares98.4K
Event2026-03-31
Filed2026-04-28
Aon PLC ADR
-13.18%Aon PLC ADR
Shares3.7K
Event2026-03-31
Filed2026-04-28
D
14.68%Dominion Energy Inc
Shares19.1K
Event2026-03-31
Filed2026-04-28
OTIS
-1.42%Otis Worldwide Corp
Shares15.0K
Event2026-03-31
Filed2026-04-28
XLV
4.42%State Street Health Care Selec
Shares7.6K
Event2026-03-31
Filed2026-04-28
ESGU
946.73%iShares ESG MSCI USA
Shares7.8K
Event2026-03-31
Filed2026-04-28
JEPI
90.03%JPMorgan Equity Premium Income E
Shares19.5K
Event2026-03-31
Filed2026-04-28
GILD
-0.56%Gilead Sciences Inc
Shares7.9K
Event2026-03-31
Filed2026-04-28
SHW
-20.00%The Sherwin-Williams Company
Shares3.4K
Event2026-03-31
Filed2026-04-28
CL
-3.57%Colgate-Palmolive Co
Shares12.6K
Event2026-03-31
Filed2026-04-28
Brookfield Asset Mgmt Inc Cl A
-5.32%Brookfield Asset Mgmt Inc Cl A
Shares23.8K
Event2026-03-31
Filed2026-04-28
AMAT
-0.30%Applied Materials Inc
Shares3.0K
Event2026-03-31
Filed2026-04-28
IWR
1.62%Ishares Russell Mid Cap ETF
Shares10.7K
Event2026-03-31
Filed2026-04-28
TSLA
93.70%Tesla Inc
Shares2.8K
Event2026-03-31
Filed2026-04-28
TXN
-3.00%Texas Instruments Inc.
Shares5.2K
Event2026-03-31
Filed2026-04-28
DIVO
3.40%Amplify CWP Enhanced Dividend
Shares22.6K
Event2026-03-31
Filed2026-04-28
NUE
-2.63%Nucor Corporation
Shares6.0K
Event2026-03-31
Filed2026-04-28
DOW
-4.19%The Dow Chemical Company
Shares24.0K
Event2026-03-31
Filed2026-04-28
STUB
NewStubhub Holdings Cl A
Shares158.7K
Event2026-03-31
Filed2026-04-28
TDG
-0.35%Transdigm Group Inc
Shares852
Event2026-03-31
Filed2026-04-28
SBUX
-3.89%Starbucks Corporation
Shares10.8K
Event2026-03-31
Filed2026-04-28
CTVA
-0.69%Corteva Inc
Shares11.4K
Event2026-03-31
Filed2026-04-28
EI DuPont de Nemours & Co.
-6.51%EI DuPont de Nemours & Co.
Shares20.4K
Event2026-03-31
Filed2026-04-28
AMT
3.44%American Tower Corp REIT
Shares5.3K
Event2026-03-31
Filed2026-04-28
GSK PLC Sponsored ADR
1.94%GSK PLC Sponsored ADR
Shares16.6K
Event2026-03-31
Filed2026-04-28
Invesco QQQ Trust
-20.70%Invesco QQQ Trust
Shares1.6K
Event2026-03-31
Filed2026-04-28
IUSB
41161.70%Ishares Total Usd Bond
Shares19.4K
Event2026-03-31
Filed2026-04-28
IWF
47.77%iShares Russell 1000 Growth
Shares2.1K
Event2026-03-31
Filed2026-04-28
GQRE
-22.41%FlexShares Global Quality Real E
Shares14.9K
Event2026-03-31
Filed2026-04-28
SCHM
65.88%Schwab U S Mid Cap Etf
Shares28.5K
Event2026-03-31
Filed2026-04-28
SUB
0.00%iShares Short-Term National Mu
Shares8.0K
Event2026-03-31
Filed2026-04-28
RDVY
8755.40%First Trust Rising Dividend
Shares12.3K
Event2026-03-31
Filed2026-04-28
MET
-3.54%MetLife, Inc.
Shares11.9K
Event2026-03-31
Filed2026-04-28
CMCSA
4.14%Comcast Corporation
Shares28.6K
Event2026-03-31
Filed2026-04-28
DKS
-2.18%Dick's Sporting Goods Inc.
Shares4.1K
Event2026-03-31
Filed2026-04-28
TFC
7.28%Truist Financial Corporation
Shares17.7K
Event2026-03-31
Filed2026-04-28
NVO
-0.07%Novo-Nordisk A-S Adr
Shares21.4K
Event2026-03-31
Filed2026-04-28
IVE
-3.65%Ishares S&P 500 Value
Shares3.7K
Event2026-03-31
Filed2026-04-28
FAST
-2.17%Fastenal Company
Shares16.6K
Event2026-03-31
Filed2026-04-28
SCHG
40044.62%Schwab U S Large Cap Growth Etf
Shares26.1K
Event2026-03-31
Filed2026-04-28
PCAR
0.29%Paccar Inc
Shares6.6K
Event2026-03-31
Filed2026-04-28
SHEL
-0.39%Shell Plc
Shares8.2K
Event2026-03-31
Filed2026-04-28
DFAX
33704.62%Dimensional World Ex U S Core Equity 2 Etf
Shares22.0K
Event2026-03-31
Filed2026-04-28
EMXC
-9.11%Ishares Msci Emerging
Shares9.4K
Event2026-03-31
Filed2026-04-28
TSM
-6.19%Taiwan Semiconductor Spons ADR
Shares2.1K
Event2026-03-31
Filed2026-04-28
IWP
2.51%Ishares Russell Midcap Growth
Shares5.5K
Event2026-03-31
Filed2026-04-28
CMI
-2.53%Cummins Inc
Shares1.3K
Event2026-03-31
Filed2026-04-28
XLC
23.92%State Street Comm Svcs Select
Shares6.3K
Event2026-03-31
Filed2026-04-28
MBB
31.32%Ishares Mbs Etf IV
Shares7.3K
Event2026-03-31
Filed2026-04-28
IVW
-0.39%Ishares S&P 500 Growth
Shares6.1K
Event2026-03-31
Filed2026-04-28
PSK
0.00%State Street SPDR ICE Preferre
Shares21.9K
Event2026-03-31
Filed2026-04-28
CNI
-5.77%Canadian National Railway Comp
Shares6.4K
Event2026-03-31
Filed2026-04-28
TE Connectivity PLC
-5.05%TE Connectivity PLC
Shares3.1K
Event2026-03-31
Filed2026-04-28
MAR
0.15%Marriott International Inc
Shares2.0K
Event2026-03-31
Filed2026-04-28
Duke Energy Corp
-5.01%Duke Energy Corp
Shares4.8K
Event2026-03-31
Filed2026-04-28
ITW
-10.64%Illinois Tool Works Inc.
Shares2.4K
Event2026-03-31
Filed2026-04-28
XLP
-1.15%State Street Consumer Staples
Shares7.6K
Event2026-03-31
Filed2026-04-28
QUAL
199.53%Ishares Msci Usa Qlty
Shares3.2K
Event2026-03-31
Filed2026-04-28
FVD
13834.78%First Trust Value Line Div Index
Shares12.8K
Event2026-03-31
Filed2026-04-28
EFV
11050.70%Ishares Msci Eafe Value
Shares7.9K
Event2026-03-31
Filed2026-04-28
Citigroup Inc
-7.48%Citigroup Inc
Shares5.2K
Event2026-03-31
Filed2026-04-28
INTU
-15.03%Intuit
Shares1.3K
Event2026-03-31
Filed2026-04-28
ORLY
-1.05%O'Reilly Automotive Inc
Shares6.1K
Event2026-03-31
Filed2026-04-28
SPIB
-1.90%ST STR SPDR PORT INTER TERM CO
Shares16.8K
Event2026-03-31
Filed2026-04-28
HYDB
13.32%Ishares Tr High Yield Systemat
Shares12.1K
Event2026-03-31
Filed2026-04-28
HSY
14.75%Hershey Co.
Shares2.7K
Event2026-03-31
Filed2026-04-28
FCX
11.16%Freeport-McMoran Inc
Shares9.4K
Event2026-03-31
Filed2026-04-28
NOC
-36.56%Northrop Grumman Corporation
Shares807
Event2026-03-31
Filed2026-04-28
NOW
-27.99%Servicenow Inc
Shares5.2K
Event2026-03-31
Filed2026-04-28
KMB
-0.85%Kimberly Clark Corp
Shares5.6K
Event2026-03-31
Filed2026-04-28
MLM
5.78%Martin Marietta Matls Inc
Shares915
Event2026-03-31
Filed2026-04-28
CSX
0.19%Csx Corp
Shares13.1K
Event2026-03-31
Filed2026-04-28
FNDF
0.00%Schwab Fundamental Intl Lg Co
Shares11.0K
Event2026-03-31
Filed2026-04-28
MUB
-5.40%Ishares National Muni Bond ETF
Shares5.0K
Event2026-03-31
Filed2026-04-28
AGI
0.00%Alamos Gold Inc New
Shares11.7K
Event2026-03-31
Filed2026-04-28
MKL
0.00%Markel Group INC COM
Shares270
Event2026-03-31
Filed2026-04-28
VB
1.76%Vanguard Small Cap Etf
Shares2.0K
Event2026-03-31
Filed2026-04-28
BDX
-9.64%Becton Dickinson
Shares3.3K
Event2026-03-31
Filed2026-04-28
SPEM
0.57%SPDR Portfolio Emerging Markets
Shares10.8K
Event2026-03-31
Filed2026-04-28
EPD
-2.96%Enterprise Prods Partners LP
Shares13.1K
Event2026-03-31
Filed2026-04-28
CME
2.33%CME Group Inc.
Shares1.7K
Event2026-03-31
Filed2026-04-28
ROP
-34.93%Roper Technologies Inc
Shares1.4K
Event2026-03-31
Filed2026-04-28
SCHX
69388.89%Schwab U.S. Large-Cap
Shares18.8K
Event2026-03-31
Filed2026-04-28
XYL
0.63%Xylem Inc
Shares4.0K
Event2026-03-31
Filed2026-04-28
DSI
2951.16%iShares KLD 400 Social Index
Shares3.9K
Event2026-03-31
Filed2026-04-28
WAB
-13.08%Wabtec
Shares1.9K
Event2026-03-31
Filed2026-04-28
IWN
96.18%Ishares Russell 2000 Value ETF
Shares2.5K
Event2026-03-31
Filed2026-04-28
ENB
-2.31%Enbridge Incorporated
Shares8.5K
Event2026-03-31
Filed2026-04-28
GEHC
1.79%Ge Healthcare Technologi
Shares6.4K
Event2026-03-31
Filed2026-04-28
CMG
-6.77%Chipotle Mexican Grill I
Shares14.2K
Event2026-03-31
Filed2026-04-28
IEF
79.79%Ishares Barclays 7-10 Year Tr
Shares4.7K
Event2026-03-31
Filed2026-04-28
FTSM
6029.17%First Trust Enhanced Short Matur
Shares7.4K
Event2026-03-31
Filed2026-04-28
CLX
-2.26%Clorox Co
Shares4.2K
Event2026-03-31
Filed2026-04-28
ALL
-4.23%Allstate Corporation
Shares2.1K
Event2026-03-31
Filed2026-04-28
J
0.09%Jacobs Solutions Inc
Shares3.4K
Event2026-03-31
Filed2026-04-28
ADBE
-8.48%Adobe Inc
Shares1.8K
Event2026-03-31
Filed2026-04-28
GVI
0.00%iShares Tr Intrm Gov Cr ETF
Shares3.9K
Event2026-03-31
Filed2026-04-28
FTV
-20.43%Fortive Corp
Shares7.4K
Event2026-03-31
Filed2026-04-28
IEI
0.00%Ishares 3-7 Year Treasury Bond
Shares3.4K
Event2026-03-31
Filed2026-04-28
TRV
1.72%Travelers Companies Inc
Shares1.4K
Event2026-03-31
Filed2026-04-28
IGIB
17.48%Ishares 5-10 Yr Inv Gr Corp Bd
Shares7.4K
Event2026-03-31
Filed2026-04-28
WM
-9.14%Waste Management Inc
Shares1.7K
Event2026-03-31
Filed2026-04-28
DTE
0.00%DTE Energy Co
Shares2.7K
Event2026-03-31
Filed2026-04-28
IJK
0.00%Ishares S&P Midcap 400/Grwth E
Shares3.9K
Event2026-03-31
Filed2026-04-28
FIW
3375.23%First Trust ISE Water Index Fd
Shares3.8K
Event2026-03-31
Filed2026-04-28
IGLB
1.23%Ishares Tr 10 Yr Invst Grd
Shares7.8K
Event2026-03-31
Filed2026-04-28
IQDF
0.00%FlexShares International Quali
Shares12.3K
Event2026-03-31
Filed2026-04-28
VEU
153.43%Vanguard Ftse All World
Shares5.1K
Event2026-03-31
Filed2026-04-28
FVC
30608.33%First Trust DW Dynamic Focus 5
Shares11.1K
Event2026-03-31
Filed2026-04-28
PEG
24.66%Public Srvc Enterprise Grp Inc
Shares4.7K
Event2026-03-31
Filed2026-04-28
IWY
0.00%IShares Russell Top 200 Growth
Shares1.5K
Event2026-03-31
Filed2026-04-28
Invesco S&P 500 Equal Weight E
-25.30%Invesco S&P 500 Equal Weight E
Shares1.9K
Event2026-03-31
Filed2026-04-28
PYPL
-1.76%PayPal Holdings, Inc.
Shares8.2K
Event2026-03-31
Filed2026-04-28
GOVT
70365.22%iShares U.S. Treasury Bond
Shares16.2K
Event2026-03-31
Filed2026-04-28
Liberty Media Corp Del
0.00%Liberty Media Corp Del
Shares4.4K
Event2026-03-31
Filed2026-04-28
CAH
-11.18%Cardinal Health Inc
Shares1.7K
Event2026-03-31
Filed2026-04-28
VUG
-35.01%Vanguard Growth Index Fund ETF
Shares826
Event2026-03-31
Filed2026-04-28
LMBS
14386.00%First Trust Low Duration
Shares7.2K
Event2026-03-31
Filed2026-04-28
SCHP
14.10%Schwab US TIPs ETF
Shares13.6K
Event2026-03-31
Filed2026-04-28
VYM
0.00%Vanguard High Dividend Yield E
Shares2.4K
Event2026-03-31
Filed2026-04-28
YUM
-2.82%Yum! Brands, Inc.
Shares2.2K
Event2026-03-31
Filed2026-04-28
Accenture plc
-12.32%Accenture plc
Shares1.8K
Event2026-03-31
Filed2026-04-28
IWS
0.00%Ishares Russell MidCap Value
Shares2.3K
Event2026-03-31
Filed2026-04-28
VTHR
289.33%Vanguard Russell 3000
Shares1.2K
Event2026-03-31
Filed2026-04-28
WWD
-31.55%Woodward Inc
Shares933
Event2026-03-31
Filed2026-04-28
IWB
0.00%IShares Russell 1000 ETF
Shares935
Event2026-03-31
Filed2026-04-28
FDX
-28.05%FedEx Corporation
Shares931
Event2026-03-31
Filed2026-04-28
TMUS
2.43%T-Mobile US Inc
Shares1.6K
Event2026-03-31
Filed2026-04-28
TRP
0.00%TC Energy Corp Com NPV
Shares5.2K
Event2026-03-31
Filed2026-04-28
DLR
0.23%Digital Realty Trust Inc REIT
Shares1.8K
Event2026-03-31
Filed2026-04-28
AMD
-16.34%Advanced Micro Devices
Shares1.6K
Event2026-03-31
Filed2026-04-28
DOV
-13.13%Dover Corporation
Shares1.5K
Event2026-03-31
Filed2026-04-28
MCK
-3.48%McKesson Corp
Shares361
Event2026-03-31
Filed2026-04-28
IDXX
-55.40%IDEXX Laboratories, Inc.
Shares549
Event2026-03-31
Filed2026-04-28
FNDB
-5.17%Schwab Fundamental US Broad Mk
Shares11.3K
Event2026-03-31
Filed2026-04-28
CDNS
0.74%Cadence Design System Inc
Shares1.1K
Event2026-03-31
Filed2026-04-28
Invesco S&P 500 Low Volatility E
14.96%Invesco S&P 500 Low Volatility E
Shares4.1K
Event2026-03-31
Filed2026-04-28
BALT
0.00%Innovator Defined Wealth Shld
Shares8.9K
Event2026-03-31
Filed2026-04-28
IWD
0.00%Ishares Tr Rus 1000 Val ETF
Shares1.4K
Event2026-03-31
Filed2026-04-28
VGSH
52.14%Vanguard Short Term
Shares5.0K
Event2026-03-31
Filed2026-04-28
DB
0.00%Deutsche Bank Ag ADR
Shares10.0K
Event2026-03-31
Filed2026-04-28
Hubbell Inc
883.33%Hubbell Inc
Shares590
Event2026-03-31
Filed2026-04-28
NOBL
2515.38%ProShares S&P 500 Div Aristocrat
Shares2.7K
Event2026-03-31
Filed2026-04-28
CEF
0.00%Sprott Physical Gold & Silver
Shares6.0K
Event2026-03-31
Filed2026-04-28
WMB
1.11%Williams Cos Inc
Shares3.8K
Event2026-03-31
Filed2026-04-28
LRCX
660.23%Lam Research Corporation
Shares1.3K
Event2026-03-31
Filed2026-04-28
USMV
57.50%iShares Edge MSCI Min Vol USA
Shares3.0K
Event2026-03-31
Filed2026-04-28
KHC
0.08%Kraft Heinz Company
Shares11.8K
Event2026-03-31
Filed2026-04-28
CCJ
-9.83%Cameco Corp ADR
Shares2.5K
Event2026-03-31
Filed2026-04-28
VXF
5.46%Vanguard Extended Market Index
Shares1.3K
Event2026-03-31
Filed2026-04-28
ZBH
-2.34%Zimmer Biomet Holdings Inc
Shares2.9K
Event2026-03-31
Filed2026-04-28
JEPQ
136.25%JPMorgan NASDAQ Eqt Prem ETF
Shares4.7K
Event2026-03-31
Filed2026-04-28
BKLN
0.00%Invesco Tr II Senior Loan ETF
Shares12.8K
Event2026-03-31
Filed2026-04-28
PSX
101.57%Phillips 66
Shares1.4K
Event2026-03-31
Filed2026-04-28
STT
-1.47%State Street Corp
Shares2.0K
Event2026-03-31
Filed2026-04-28
VV
0.00%Vanguard Large-Cap ETF
Shares853
Event2026-03-31
Filed2026-04-28
BKNG
3.57%Booking Hldgs Inc
Shares58
Event2026-03-31
Filed2026-04-28
SEIC
3657.32%S E I Investments Co
Shares3.1K
Event2026-03-31
Filed2026-04-28
ED
1005.73%Consolidated Edison Inc.
Shares2.1K
Event2026-03-31
Filed2026-04-28
ASML
-23.63%Asml Holding N V
Shares181
Event2026-03-31
Filed2026-04-28
Cigna Group
1.94%Cigna Group
Shares892
Event2026-03-31
Filed2026-04-28
FTSL
11126.09%First Trust Senior Loan
Shares5.2K
Event2026-03-31
Filed2026-04-28
TPL
-39.88%Texas Pacific Land Corporation
Shares487
Event2026-03-31
Filed2026-04-28
CALF
0.00%Pacer US Small Cap Cash Cows E
Shares5.1K
Event2026-03-31
Filed2026-04-28
MTD
10.00%Mettler Toledo International
Shares176
Event2026-03-31
Filed2026-04-28
IQV
0.39%IQVIA Holdings Inc
Shares1.3K
Event2026-03-31
Filed2026-04-28
SU
-8.27%Suncor Energy Inc
Shares3.3K
Event2026-03-31
Filed2026-04-28
EXC
-0.27%Exelon Corp
Shares4.5K
Event2026-03-31
Filed2026-04-28
SPSB
0.00%State Street SPDR Portfolio Sh
Shares7.1K
Event2026-03-31
Filed2026-04-28
VIG
-6.51%Vanguard Dividend App.
Shares977
Event2026-03-31
Filed2026-04-28
MAS
-5.41%Masco Corp
Shares3.4K
Event2026-03-31
Filed2026-04-28
IJS
31.54%iShares S&P Small-Cap 600 Value
Shares1.7K
Event2026-03-31
Filed2026-04-28
DTM
0.47%DT Midstream Inc
Shares1.5K
Event2026-03-31
Filed2026-04-28
CR
NewCrane Co New/sh
Shares1.2K
Event2026-03-31
Filed2026-04-28
URI
-18.56%United Rentals Inc
Shares272
Event2026-03-31
Filed2026-04-28
MNST
-28.27%Monster Beverage Corp New
Shares2.7K
Event2026-03-31
Filed2026-04-28
LNT
2008.46%Alliant Energy Corp
Shares2.7K
Event2026-03-31
Filed2026-04-28
BP
-13.89%BP PLC Spons ADR
Shares4.1K
Event2026-03-31
Filed2026-04-28
MCO
-55.75%Moody's Corporation
Shares423
Event2026-03-31
Filed2026-04-28
PFFD
0.00%Global X US Preferred ETF
Shares10.0K
Event2026-03-31
Filed2026-04-28
PJUL
0.00%Innovator U.S. Equity Power Bu
Shares4.0K
Event2026-03-31
Filed2026-04-28
BSX
-13.67%Boston Scientific Corp
Shares2.9K
Event2026-03-31
Filed2026-04-28
BIL
-21.70%SPDR Tr Bloomberg 1-3 MO ETF
Shares2.0K
Event2026-03-31
Filed2026-04-28
ES
0.00%Eversource Energy
Shares2.6K
Event2026-03-31
Filed2026-04-28
MELI
-95.13%Mercadolibre, Inc.
Shares103
Event2026-03-31
Filed2026-04-28
EQIX
2.86%Equinix Inc
Shares180
Event2026-03-31
Filed2026-04-28
KBE
-0.24%ST STR SPDR S&P BANK ETF
Shares2.9K
Event2026-03-31
Filed2026-04-28
FI
-17.94%Fiserv Inc
Shares3.1K
Event2026-03-31
Filed2026-04-28
VLUE
786.13%iShares Edge MSCI USA Value Fact
Shares1.2K
Event2026-03-31
Filed2026-04-28
HYS
0.00%PIMCO 0-5 Year High Yield Corp
Shares1.8K
Event2026-03-31
Filed2026-04-28
WBD
88.68%Warner Bros Discovery Inc.
Shares6.2K
Event2026-03-31
Filed2026-04-28
ADSK
-13.22%Autodesk Inc
Shares709
Event2026-03-31
Filed2026-04-28
PH
60.17%Parker Hannifin Corp
Shares189
Event2026-03-31
Filed2026-04-28
DVY
0.00%Ishares DJ Select Dividend ETF
Shares1.1K
Event2026-03-31
Filed2026-04-28
BLDR
1841.75%Builders Firstsource
Shares2.0K
Event2026-03-31
Filed2026-04-28
MGK
6.78%Vanguard Mega Cap Growth
Shares441
Event2026-03-31
Filed2026-04-28
BHP
1.84%Bhp Billiton Ltd Adr
Shares2.2K
Event2026-03-31
Filed2026-04-28
ROK
-16.60%Rockwell Automation Inc
Shares442
Event2026-03-31
Filed2026-04-28
WBS
0.71%Webster Finl Co
Shares2.3K
Event2026-03-31
Filed2026-04-28
CLH
0.00%Clean Harbors Inc
Shares542
Event2026-03-31
Filed2026-04-28
BAI
14054.55%Ishares Ai Invatn And
Shares4.7K
Event2026-03-31
Filed2026-04-28
Wisconsin Egy Cp Hldg Co
150.29%Wisconsin Egy Cp Hldg Co
Shares1.3K
Event2026-03-31
Filed2026-04-28
CIBR
0.00%First Trust NASDAQ Cybersecuri
Shares2.4K
Event2026-03-31
Filed2026-04-28
VLO
28.94%Valero Energy Corp New
Shares597
Event2026-03-31
Filed2026-04-28
IQLT
28.90%IShares Edge Intl Quality Fact
Shares3.2K
Event2026-03-31
Filed2026-04-28
GPC
-1.29%Genuine Parts CO
Shares1.4K
Event2026-03-31
Filed2026-04-28
BBY
-26.19%Best Buy Company Inc
Shares2.3K
Event2026-03-31
Filed2026-04-28
MTB
-4.85%M&T Bank Corp.
Shares667
Event2026-03-31
Filed2026-04-28
MGEE
NewMge Energy Inc
Shares1.8K
Event2026-03-31
Filed2026-04-28
DMXF
15.46%Ishares Esg Advanced
Shares1.8K
Event2026-03-31
Filed2026-04-28
CEG
-15.42%Constellation Energy Corp
Shares488
Event2026-03-31
Filed2026-04-28
NFG
0.00%National Fuel Gas CO
Shares1.4K
Event2026-03-31
Filed2026-04-28
PLTR
-9.50%Palantir Technologies, Inc.
Shares905
Event2026-03-31
Filed2026-04-28
IMCG
1965.00%Ishares Morgstar Mid Cap
Shares1.7K
Event2026-03-31
Filed2026-04-28
REGN
21.97%Regeneron Pharmaceuticals Inc
Shares161
Event2026-03-31
Filed2026-04-28
SLV
13.48%iShares Silver Trust
Shares1.8K
Event2026-03-31
Filed2026-04-28
EMXF
0.00%iShares ESG Advanced MSCI EM E
Shares2.6K
Event2026-03-31
Filed2026-04-28
SNPS
-58.75%Synopsys Inc
Shares304
Event2026-03-31
Filed2026-04-28
RACE
NewFerrari NV
Shares347
Event2026-03-31
Filed2026-04-28
VBK
11.53%Vanguard Small Cap Growth
Shares387
Event2026-03-31
Filed2026-04-28
iShares Gold Trust New
0.00%iShares Gold Trust New
Shares1.3K
Event2026-03-31
Filed2026-04-28
Blackstone Inc
-23.36%Blackstone Inc
Shares1.0K
Event2026-03-31
Filed2026-04-28
KJAN
0.00%Innovator Russell 2000 Power B
Shares2.8K
Event2026-03-31
Filed2026-04-28
EOG
2.33%Eog Res Inc
Shares792
Event2026-03-31
Filed2026-04-28
MKC
-21.20%McCormick & CO Inc
Shares2.2K
Event2026-03-31
Filed2026-04-28
AMP
-13.79%Ameriprise Financial Inc.
Shares250
Event2026-03-31
Filed2026-04-28
AOA
1294.44%iShares Core Aggressive ETF
Shares1.3K
Event2026-03-31
Filed2026-04-28
VGLT
0.00%Vanguard Long-Term Treasury ET
Shares1.9K
Event2026-03-31
Filed2026-04-28
SPHR
0.00%SPHERE ENTERTAINMENT CO CL A
Shares910
Event2026-03-31
Filed2026-04-28
IYW
191.00%Ishares US Technology
Shares582
Event2026-03-31
Filed2026-04-28
ESML
0.00%iShares ESG Aware MSCI USA Sma
Shares2.2K
Event2026-03-31
Filed2026-04-28
MBSD
0.00%Flexshares Disciplined Duratio
Shares5.1K
Event2026-03-31
Filed2026-04-28
IJUL
0.00%Innovator MSCI EAFE Power Buff
Shares3.1K
Event2026-03-31
Filed2026-04-28
SPYV
82.32%SPDR Portfolio S&P 500 Value ETF
Shares1.8K
Event2026-03-31
Filed2026-04-28
JULW
0.00%AllianzIM US Large Cap Buffer2
Shares2.6K
Event2026-03-31
Filed2026-04-28
SPG
8.80%Simon Ppty Group Inc
Shares544
Event2026-03-31
Filed2026-04-28
CPNG
-83.42%Coupang Inc
Shares5.3K
Event2026-03-31
Filed2026-04-28
CHH
-19.76%Choice Hotels International In
Shares950
Event2026-03-31
Filed2026-04-28
CPRT
708.77%Copart Inc
Shares3.0K
Event2026-03-31
Filed2026-04-28
ICLN
0.00%iShares Global Clean Energy ET
Shares5.3K
Event2026-03-31
Filed2026-04-28
RY
0.00%Royal Bank of Canada
Shares600
Event2026-03-31
Filed2026-04-28
VTWO
142.71%Vanguard Russell 2000
Shares966
Event2026-03-31
Filed2026-04-28
GLDM
6.24%Spdr Gold Minishares Etv
Shares1.0K
Event2026-03-31
Filed2026-04-28
XEL
717.57%Xcel Energy Inc
Shares1.2K
Event2026-03-31
Filed2026-04-28
TPR
-2.88%Tapestry Inc
Shares674
Event2026-03-31
Filed2026-04-28
VHT
20.83%Vanguard Health Care
Shares348
Event2026-03-31
Filed2026-04-28
KEY
69.71%KeyCorp
Shares4.7K
Event2026-03-31
Filed2026-04-28
BALL
-19.77%Ball Corp
Shares1.6K
Event2026-03-31
Filed2026-04-28
NULG
0.00%Nuveen ESG Large Cap Growth ET
Shares1.0K
Event2026-03-31
Filed2026-04-28
OXY
-4.15%Occidental Pete Corp
Shares1.4K
Event2026-03-31
Filed2026-04-28
CWEN
6969.70%Clearway Energy Inc
Shares2.3K
Event2026-03-31
Filed2026-04-28
LPLA
-16.25%LPL Financial
Shares299
Event2026-03-31
Filed2026-04-28
LQD
646.36%iShares iBoxx InvGrade Corp Bd
Shares821
Event2026-03-31
Filed2026-04-28
PPL Corporation
6574.29%PPL Corporation
Shares2.3K
Event2026-03-31
Filed2026-04-28
MGC
49.00%Vanguard Mega Cap Etf IV
Shares374
Event2026-03-31
Filed2026-04-28
AZO
62.50%Autozone Inc
Shares26
Event2026-03-31
Filed2026-04-28
FALN
12029.63%Ishares Fallen Angels
Shares3.3K
Event2026-03-31
Filed2026-04-28
WY
1.19%Weyerhaeuser CO REIT
Shares3.6K
Event2026-03-31
Filed2026-04-28
IJJ
0.00%Ishares S&P Midcap 400/Value E
Shares655
Event2026-03-31
Filed2026-04-28
IXN
724.76%iShares Global Tech
Shares866
Event2026-03-31
Filed2026-04-28
DGRO
NewiShares Core Div Growth
Shares1.2K
Event2026-03-31
Filed2026-04-28
ICF
0.00%IShares Cohen Steers REIT ETF
Shares1.3K
Event2026-03-31
Filed2026-04-28
SPYM
1216.25%Spdr Portfolio S&P 500
Shares1.1K
Event2026-03-31
Filed2026-04-28
Abrdn Standard Physical Gold Etf
4290.24%Abrdn Standard Physical Gold Etf
Shares1.8K
Event2026-03-31
Filed2026-04-28
Kkr & Co Inc
581.89%Kkr & Co Inc
Shares866
Event2026-03-31
Filed2026-04-28
CHD
0.95%Church & Dwight Inc
Shares852
Event2026-03-31
Filed2026-04-28
SUSA
0.00%iShares MSCI USA ESG Select ET
Shares600
Event2026-03-31
Filed2026-04-28
WAT
1225.00%Waters Corp
Shares265
Event2026-03-31
Filed2026-04-28
KIM
0.00%Kimco Realty Corp
Shares3.5K
Event2026-03-31
Filed2026-04-28
USHY
0.00%IShares Broad USD High Yield C
Shares2.1K
Event2026-03-31
Filed2026-04-28
ZBRA
0.00%Zebra Technologies Corp
Shares368
Event2026-03-31
Filed2026-04-28
PGX
0.00%Invesco Preferred ETF
Shares7.0K
Event2026-03-31
Filed2026-04-28
IDV
4489.74%iShares DowJones EPAC Select D
Shares1.8K
Event2026-03-31
Filed2026-04-28
BKR
4.66%Baker Hughes Company
Shares1.2K
Event2026-03-31
Filed2026-04-28
TLTE
0.00%FlexShares Emerging Mkts Facto
Shares1.1K
Event2026-03-31
Filed2026-04-28
CZFS
2022.81%Citizens Finl Svcs
Shares1.2K
Event2026-03-31
Filed2026-04-28
AROC
0.00%Archrock Inc
Shares2.1K
Event2026-03-31
Filed2026-04-28
VRSK
-22.38%Verisk Analytics Inc
Shares385
Event2026-03-31
Filed2026-04-28
MU
-48.57%Micron Technology Inc
Shares216
Event2026-03-31
Filed2026-04-28
BNDX
0.00%Vanguard Total International B
Shares1.5K
Event2026-03-31
Filed2026-04-28
VOE
24.52%Vanguard Mid Cap Value
Shares391
Event2026-03-31
Filed2026-04-28
WDFC
0.00%Wd-40 Co Com
Shares350
Event2026-03-31
Filed2026-04-28
CBU
0.00%Community Financial System, In
Shares1.2K
Event2026-03-31
Filed2026-04-28
BNS
0.00%Bank of Nova Scotia Halifax
Shares1.0K
Event2026-03-31
Filed2026-04-28
CNM
-18.98%Core & Main Inc
Shares1.4K
Event2026-03-31
Filed2026-04-28
GRID
169.93%First Trust NASDAQ Cln EdgeSt
Shares413
Event2026-03-31
Filed2026-04-28
SLF
0.00%Sun Life Financial Inc
Shares1.1K
Event2026-03-31
Filed2026-04-28
PIO
0.00%Invesco Global Water ETF
Shares1.5K
Event2026-03-31
Filed2026-04-28
SHYG
3551.16%iShares 0-5 Year High Yield Corp
Shares1.6K
Event2026-03-31
Filed2026-04-28
CFG
1806.90%Citizens Financial Group, Inc.
Shares1.1K
Event2026-03-31
Filed2026-04-28
FPE
20483.33%First TRUST Preferred
Shares3.7K
Event2026-03-31
Filed2026-04-28
CTAS
-27.44%Cintas Corp
Shares386
Event2026-03-31
Filed2026-04-28
ICVT
527.27%iShares Convertible Bond ETF
Shares621
Event2026-03-31
Filed2026-04-28
EUAD
10.00%Select STOXX Europe Aerospace
Shares1.5K
Event2026-03-31
Filed2026-04-28
F
22.29%Ford Motor Co.
Shares5.4K
Event2026-03-31
Filed2026-04-28
TSCO
-63.86%Tractor Supply Co
Shares1.4K
Event2026-03-31
Filed2026-04-28
VOOV
0.00%Vanguard S&P 500 Value ETF
Shares295
Event2026-03-31
Filed2026-04-28
NWFL
0.00%Norwood Financial Corp
Shares2.0K
Event2026-03-31
Filed2026-04-28
CTSH
-19.78%Cognizant Technology Solutions
Shares953
Event2026-03-31
Filed2026-04-28
COF
112.67%Capital One Financial Corp
Shares319
Event2026-03-31
Filed2026-04-28
INVH
-36.76%Invitation Homes Inc
Shares2.3K
Event2026-03-31
Filed2026-04-28
SLQD
2145.10%Ishrs 0-5 Year Inv Grd
Shares1.1K
Event2026-03-31
Filed2026-04-28
TIP
374.55%iShares TIPS Bond ETF
Shares522
Event2026-03-31
Filed2026-04-28
OGE
0.00%Oge Energy Corp
Shares1.2K
Event2026-03-31
Filed2026-04-28
SCHE
0.00%Schwab Emerging Markets ETF
Shares1.7K
Event2026-03-31
Filed2026-04-28
GNR
0.00%State St SPDR S&P Global Natur
Shares750
Event2026-03-31
Filed2026-04-28
IYE
1647.92%iShares US Energy ETF
Shares839
Event2026-03-31
Filed2026-04-28
VDC
-13.00%Vanguard Consumer
Shares241
Event2026-03-31
Filed2026-04-28
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