Sponsored

The Analysis of NORTHLAND SECURITIES, INC.'s Holdings & P&L

Currently, NORTHLAND SECURITIES, INC. holds 107 types of securities in its portfolio with a total value $105.0M. In the most recent quarter, they have increased their positions in ZBH (+6.0K shares, valued at $541.0K), REET (+15.1K shares, valued at $378.9K), IWB (+912 shares, valued at $325.2K); decreased their positions in AAPL (-1.8K shares, valued at $462.2K), JPIE (-8.7K shares, valued at $399.3K), VUG (-423 shares, valued at $184.8K); initiated new positions in REET (+15.1K shares, valued at $378.9K), IWB (+912 shares, valued at $325.2K), GNRC (+1.4K shares, valued at $273.5K).

1M P&L

+3.0M+2.77%

3M P&L

+7.4M+7.06%

HY P&L

+9.6M+9.32%

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/A76.6M

76.0%

2Consumer Electronics2.8M

2.7%

3Internet Retail1.9M

1.9%

Top Industries by Stock Count

1N/A53 stocks

53.0%

2Utilities - Regulated Electric3 stocks

3.0%

3Banks - Diversified3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPIE J P MORGAN EXCHANGE-TRADED FD TR INCOME ETF407.3K shares-2.08%2026-03-312026-05-04

IVV ISHARES TR CORE S&P 500 ETF8.1K shares1.30%2026-03-312026-05-04

IXC ISHARES TR GLOBAL ENERGY ETF72.1K shares-2.85%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTOR SPDR ETF66.7K shares-3.64%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF30.4K shares-0.17%2026-03-312026-05-04

KXI ISHARES TR GLOBAL CONSUMER STAPLES ETF48.7K shares4.27%2026-03-312026-05-04

IXN ISHARES TR GLOBAL TECH ETF32.2K shares4.03%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF35.5K shares3.92%2026-03-312026-05-04

Sponsored

AAPL APPLE INC COM10.9K shares-14.36%2026-03-312026-05-04

IVW ISHARES TR S&P 500 GROWTH ETF22.0K shares4.04%2026-03-312026-05-04

QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF10.2K shares1.65%2026-03-312026-05-04

DYNF BLACKROCK ETF TR ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF32.5K shares8.05%2026-03-312026-05-04

AMZN AMAZON COM INC COM9.0K shares-2.77%2026-03-312026-05-04

IVE ISHARES TR S&P 500 VALUE ETF7.5K shares13.07%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW3.1K shares1.35%2026-03-312026-05-04

AMAT APPLIED MATLS INC COM4.3K shares0.00%2026-03-312026-05-04

Sponsored

XAR SPDR SER TR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF5.6K shares2.96%2026-03-312026-05-04

SOXX ISHARES TR SEMICONDUCTOR ETF4.1K shares0.34%2026-03-312026-05-04

BAI BLACKROCK ETF TR ISHARES A I INNOVATION & TECH ACTIVE ETF37.9K shares10.28%2026-03-312026-05-04

NVDA NVIDIA CORP COM6.7K shares1.83%2026-03-312026-05-04

ZBH ZIMMER BIOMET HLDGS INC COM12.0K shares100.00%2026-03-312026-05-04

COST COSTCO WHSL CORP NEW COM1.1K shares-6.69%2026-03-312026-05-04

ITA ISHARES TR US AEROSPACE & DEFENSE ETF4.7K shares1.53%2026-03-312026-05-04

HACK AMPLIFY ETF TR AMPLIFY CYBERSECURITY ETF13.4K shares-1.35%2026-03-312026-05-04

Sponsored

EFV ISHARES TR MSCI EAFE VALUE ETF13.4K shares7.38%2026-03-312026-05-04

BROADCOM INC COM BROADCOM INC COM3.2K shares0.00%2026-03-312026-05-04

EMR EMERSON ELEC CO COM7.5K shares0.00%2026-03-312026-05-04

IUSB ISHARES TR CORE UNIVERSAL USD BD ETF21.1K shares21.38%2026-03-312026-05-04

IYW ISHARES TR U S TECHNOLOGY ETF5.4K shares-1.14%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR STATE STREET FINL SELECT SECTOR SPDR ETF19.5K shares-9.40%2026-03-312026-05-04

VTV VANGUARD INDEX FDS VANGUARD VALUE ETF4.8K shares25.88%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP COM4.8K shares0.00%2026-03-312026-05-04

Sponsored

MPC MARATHON PETE CORP COM3.5K shares-1.16%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF TR TR UNIT1.2K shares-10.54%2026-03-312026-05-04

EFG ISHARES TR MSCI EAFE GROWTH ETF6.7K shares-1.29%2026-03-312026-05-04

IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF10.2K shares19.75%2026-03-312026-05-04

CSCO CISCO SYS INC COM8.4K shares-6.22%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC COM2.2K shares-11.92%2026-03-312026-05-04

MSFT MICROSOFT CORP COM1.6K shares-6.17%2026-03-312026-05-04

OEF ISHARES TR S&P 100 ETF1.8K shares18.41%2026-03-312026-05-04

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT928 shares0.00%2026-03-312026-05-04

VEA VANGUARD INTL FD FTSE DEVELOPED MKTS ETF8.8K shares-2.25%2026-03-312026-05-04

ALPHABET INC CL A ALPHABET INC CL A1.8K shares35.04%2026-03-312026-05-04

DBC INVESCO DB COMMODITY INDEX TRACKING FD UNIT17.1K shares42.12%2026-03-312026-05-04

THRO BLACKROCK ETF TR ISHARES U S THEMATIC ROTATION ACTIVE ETF13.5K shares19.61%2026-03-312026-05-04

SPTI SPDR SER TR STATE STR SPDR PORT INTER TERM TREAS ETF16.6K shares74.07%2026-03-312026-05-04

MTUM ISHARES TR MSCI USA MOMENTUM FACTOR ETF2.0K shares23.07%2026-03-312026-05-04

GLW CORNING INC COM3.3K shares-26.73%2026-03-312026-05-04

Sponsored

IHF ISHARES TR US HEALTH CARE PROVIDERS ETF10.5K shares-11.93%2026-03-312026-05-04

ABERDEEN STD GOLD ETF TR PHYSICAL SWISS GOLD SHS ETF ABERDEEN STD GOLD ETF TR PHYSICAL SWISS GOLD SHS ETF9.8K shares26.73%2026-03-312026-05-04

TSLA TESLA INC COM1.2K shares1.30%2026-03-312026-05-04

USB US BANCORP DEL COM NEW8.0K shares0.00%2026-03-312026-05-04

APOLLO GLOBAL MGMT INC NEW COM APOLLO GLOBAL MGMT INC NEW COM3.7K shares0.00%2026-03-312026-05-04

ESGU ISHARES TR ESG AWARE MSCI USA ETF2.9K shares0.00%2026-03-312026-05-04

VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF922 shares-31.45%2026-03-312026-05-04

CRS CARPENTER TECHNOLOGY CORP COM1.0K shares0.00%2026-03-312026-05-04

Sponsored

NFLX NETFLIX INC COM4.0K shares-2.44%2026-03-312026-05-04

REET ISHARES TR GLOBAL REIT ETF15.1K sharesnew addition2026-03-312026-05-04

AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS10.0K shares0.00%2026-03-312026-05-04

FUL FULLER H B CO COM6.0K shares0.00%2026-03-312026-05-04

DE DEERE & CO COM630 shares0.00%2026-03-312026-05-04

DIS DISNEY WALT CO DISNEY COM3.6K shares-4.12%2026-03-312026-05-04

WMT WALMART INC COM2.8K shares-5.09%2026-03-312026-05-04

IWM ISHARES TR RUSSELL 2000 ETF1.4K shares36.69%2026-03-312026-05-04

Sponsored

KRE SPDR SER TR STATE STREET SPDR S&P REGL BKG ETF5.0K shares-9.44%2026-03-312026-05-04

VRT VERTIV HLDGS CO CL A1.3K shares0.00%2026-03-312026-05-04

IWB ISHARES TR RUSSELL 1000 ETF912 sharesnew addition2026-03-312026-05-04

JPM JPMORGAN CHASE & CO COM1.1K shares-9.06%2026-03-312026-05-04

BP BP PLC SPONS ADR6.9K shares0.00%2026-03-312026-05-04

CGMS CAPITAL GROUP FIXED INCOME ETF TR U S MULTI-SECTOR INCOME ETF11.8K shares-13.77%2026-03-312026-05-04

EVRG EVERGY INC COM3.9K shares0.00%2026-03-312026-05-04

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.1K shares0.00%2026-03-312026-05-04

Sponsored

WFC WELLS FARGO & CO NEW COM3.7K shares0.00%2026-03-312026-05-04

MAR MARRIOTT INTL INC NEW CL A900 shares0.00%2026-03-312026-05-04

PRU PRUDENTIAL FINL INC COM3.0K shares0.00%2026-03-312026-05-04

ATI ATI INC COM2.0K shares0.00%2026-03-312026-05-04

CTVA CORTEVA INC COM3.5K shares0.00%2026-03-312026-05-04

USXF ISHARES TR ESG ADVANCED MSCI USA ETF5.3K shares0.00%2026-03-312026-05-04

MBB ISHARES TR MBS ETF3.1K shares26.08%2026-03-312026-05-04

LCTU BLACKROCK ETF TR U S CARBON TRANSITION READINESS AWARE ACTIVE ETF4.1K shares0.00%2026-03-312026-05-04

Sponsored

CGDV CAPITAL GROUP DIVID VALUE ETF SHS6.7K shares-8.25%2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF SHS6.9K shares-8.32%2026-03-312026-05-04

DSI ISHARES TR ESG MSCI KLD 400 ETF2.3K shares0.00%2026-03-312026-05-04

GNRC GENERAC HLDGS INC COM1.4K sharesnew addition2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF4.8K shares-14.15%2026-03-312026-05-04

APEI AMERICAN PUB ED INC COM4.8K sharesnew addition2026-03-312026-05-04

BWB BRIDGEWATER BANCSHARES INC COM15.3K shares-15.23%2026-03-312026-05-04

HBAN HUNTINGTON BANCSHARES INC COM16.8K shares-7.95%2026-03-312026-05-04

Sponsored

PLTR PALANTIR TECHNOLOGIES INC CL A1.7K shares0.00%2026-03-312026-05-04

EMXC ISHARES INC MSCI EMERGING MKTS EX CHINA ETF3.1K shares-2.19%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC COM1.8K shares0.00%2026-03-312026-05-04

BIL SPDR SER TR STATE STREET SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW2.6K shares13.01%2026-03-312026-05-04

EFA ISHARES TR MSCI EAFE ETF2.4K shares0.42%2026-03-312026-05-04

META META PLATFORMS INC CL A403 shares-13.33%2026-03-312026-05-04

ETR ENTERGY CORP NEW COM2.0K sharesnew addition2026-03-312026-05-04

JPEF J P MORGAN EXCHANGE-TRADED FD TR EQUITY FOCUS ETF3.1K shares-7.90%2026-03-312026-05-04

Sponsored

BAC BANK AMER CORP COM4.4K shares0.00%2026-03-312026-05-04

HOLX HOLOGIC INC2.8K shares0.00%2026-03-312026-05-04

ECPG ENCORE CAP GROUP INC COM3.0K sharesnew addition2026-03-312026-05-04

OKTA OKTA INC CL A2.6K shares-1.87%2026-03-312026-05-04

GENERAL ELEC CO COM NEW GENERAL ELEC CO COM NEW725 shares0.00%2026-03-312026-05-04

HYDB ISHARES TR HIGH YIELD SYSTEMATIC BD ETF4.4K shares-11.92%2026-03-312026-05-04

HON HONEYWELL INTL INC COM900 sharesnew addition2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP COM724 shares14.20%2026-03-312026-05-04

Sponsored

PG PROCTER & GAMBLE CO COM1.4K shares-4.46%2026-03-312026-05-04

NIO NIO INC SHS A SPONSORED AMERICAN DEP SHS REPR 1 SH A ORD SH ISIN#US62914V106113.0K shares8.33%2026-03-312026-05-04

NLST NETLIST INC COM11.2K shares-53.33%2026-03-312026-05-04

JPIE

J P MORGAN EXCHANGE-TRADED FD TR INCOME ETF

-2.08%

Shares407.3K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR CORE S&P 500 ETF

1.30%

Shares8.1K

Event2026-03-31

Filed2026-05-04

IXC

ISHARES TR GLOBAL ENERGY ETF

-2.85%

Shares72.1K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTOR SPDR ETF

-3.64%

Shares66.7K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-0.17%

Shares30.4K

Event2026-03-31

Filed2026-05-04

KXI

ISHARES TR GLOBAL CONSUMER STAPLES ETF

4.27%

Shares48.7K

Event2026-03-31

Filed2026-05-04

IXN

ISHARES TR GLOBAL TECH ETF

4.03%

Shares32.2K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

3.92%

Shares35.5K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC COM

-14.36%

Shares10.9K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR S&P 500 GROWTH ETF

4.04%

Shares22.0K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR MSCI USA QUALITY FACTOR ETF

1.65%

Shares10.2K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TR ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF

8.05%

Shares32.5K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC COM

-2.77%

Shares9.0K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR S&P 500 VALUE ETF

13.07%

Shares7.5K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL CL B NEW

1.35%

Shares3.1K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC COM

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-04

XAR

SPDR SER TR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF

2.96%

Shares5.6K

Event2026-03-31

Filed2026-05-04

SOXX

ISHARES TR SEMICONDUCTOR ETF

0.34%

Shares4.1K

Event2026-03-31

Filed2026-05-04

BAI

BLACKROCK ETF TR ISHARES A I INNOVATION & TECH ACTIVE ETF

10.28%

Shares37.9K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORP COM

1.83%

Shares6.7K

Event2026-03-31

Filed2026-05-04

ZBH

ZIMMER BIOMET HLDGS INC COM

100.00%

Shares12.0K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHSL CORP NEW COM

-6.69%

Shares1.1K

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR US AEROSPACE & DEFENSE ETF

1.53%

Shares4.7K

Event2026-03-31

Filed2026-05-04

HACK

AMPLIFY ETF TR AMPLIFY CYBERSECURITY ETF

-1.35%

Shares13.4K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR MSCI EAFE VALUE ETF

7.38%

Shares13.4K

Event2026-03-31

Filed2026-05-04

BROADCOM INC COM

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO COM

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR CORE UNIVERSAL USD BD ETF

21.38%

Shares21.1K

Event2026-03-31

Filed2026-05-04

IYW

ISHARES TR U S TECHNOLOGY ETF

-1.14%

Shares5.4K

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR STATE STREET FINL SELECT SECTOR SPDR ETF

-9.40%

Shares19.5K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS VANGUARD VALUE ETF

25.88%

Shares4.8K

Event2026-03-31

Filed2026-05-04

COF

CAPITAL ONE FINL CORP COM

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP COM

-1.16%

Shares3.5K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF TR TR UNIT

-10.54%

Shares1.2K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR MSCI EAFE GROWTH ETF

-1.29%

Shares6.7K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC CORE MSCI EMERGING MKTS ETF

19.75%

Shares10.2K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC COM

-6.22%

Shares8.4K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC COM

-11.92%

Shares2.2K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP COM

-6.17%

Shares1.6K

Event2026-03-31

Filed2026-05-04

OEF

ISHARES TR S&P 100 ETF

18.41%

Shares1.8K

Event2026-03-31

Filed2026-05-04

MDY

SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT

0.00%

Shares928

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD INTL FD FTSE DEVELOPED MKTS ETF

-2.25%

Shares8.8K

Event2026-03-31

Filed2026-05-04

ALPHABET INC CL A

35.04%

Shares1.8K

Event2026-03-31

Filed2026-05-04

DBC

INVESCO DB COMMODITY INDEX TRACKING FD UNIT

42.12%

Shares17.1K

Event2026-03-31

Filed2026-05-04

THRO

BLACKROCK ETF TR ISHARES U S THEMATIC ROTATION ACTIVE ETF

19.61%

Shares13.5K

Event2026-03-31

Filed2026-05-04

SPTI

SPDR SER TR STATE STR SPDR PORT INTER TERM TREAS ETF

74.07%

Shares16.6K

Event2026-03-31

Filed2026-05-04

MTUM

ISHARES TR MSCI USA MOMENTUM FACTOR ETF

23.07%

Shares2.0K

Event2026-03-31

Filed2026-05-04

GLW

CORNING INC COM

-26.73%

Shares3.3K

Event2026-03-31

Filed2026-05-04

IHF

ISHARES TR US HEALTH CARE PROVIDERS ETF

-11.93%

Shares10.5K

Event2026-03-31

Filed2026-05-04

ABERDEEN STD GOLD ETF TR PHYSICAL SWISS GOLD SHS ETF

26.73%

Shares9.8K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC COM

1.30%

Shares1.2K

Event2026-03-31

Filed2026-05-04

USB

US BANCORP DEL COM NEW

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-04

APOLLO GLOBAL MGMT INC NEW COM

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR ESG AWARE MSCI USA ETF

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS VANGUARD GROWTH ETF

-31.45%

Shares922

Event2026-03-31

Filed2026-05-04

CRS

CARPENTER TECHNOLOGY CORP COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC COM

-2.44%

Shares4.0K

Event2026-03-31

Filed2026-05-04

REET

ISHARES TR GLOBAL REIT ETF

New

Shares15.1K

Event2026-03-31

Filed2026-05-04

ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

FUL

FULLER H B CO COM

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-04

DEERE & CO COM

0.00%

Shares630

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO DISNEY COM

-4.12%

Shares3.6K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC COM

-5.09%

Shares2.8K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR RUSSELL 2000 ETF

36.69%

Shares1.4K

Event2026-03-31

Filed2026-05-04

KRE

SPDR SER TR STATE STREET SPDR S&P REGL BKG ETF

-9.44%

Shares5.0K

Event2026-03-31

Filed2026-05-04

VRT

VERTIV HLDGS CO CL A

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR RUSSELL 1000 ETF

New

Shares912

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO COM

-9.06%

Shares1.1K

Event2026-03-31

Filed2026-05-04

BP PLC SPONS ADR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-04

CGMS

CAPITAL GROUP FIXED INCOME ETF TR U S MULTI-SECTOR INCOME ETF

-13.77%

Shares11.8K

Event2026-03-31

Filed2026-05-04

EVRG

EVERGY INC COM

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-04

ALPHABET INC CAP STK CL C

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO NEW COM

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

MAR

MARRIOTT INTL INC NEW CL A

0.00%

Shares900

Event2026-03-31

Filed2026-05-04

PRU

PRUDENTIAL FINL INC COM

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-04

ATI

ATI INC COM

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

CTVA

CORTEVA INC COM

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

USXF

ISHARES TR ESG ADVANCED MSCI USA ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR MBS ETF

26.08%

Shares3.1K

Event2026-03-31

Filed2026-05-04

LCTU

BLACKROCK ETF TR U S CARBON TRANSITION READINESS AWARE ACTIVE ETF

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-04

CGDV

CAPITAL GROUP DIVID VALUE ETF SHS

-8.25%

Shares6.7K

Event2026-03-31

Filed2026-05-04

CGGR

CAPITAL GROUP GROWTH ETF SHS

-8.32%

Shares6.9K

Event2026-03-31

Filed2026-05-04

DSI

ISHARES TR ESG MSCI KLD 400 ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

GNRC

GENERAC HLDGS INC COM

New

Shares1.4K

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF

-14.15%

Shares4.8K

Event2026-03-31

Filed2026-05-04

APEI

AMERICAN PUB ED INC COM

New

Shares4.8K

Event2026-03-31

Filed2026-05-04

BWB

BRIDGEWATER BANCSHARES INC COM

-15.23%

Shares15.3K

Event2026-03-31

Filed2026-05-04

HBAN

HUNTINGTON BANCSHARES INC COM

-7.95%

Shares16.8K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC CL A

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC MSCI EMERGING MKTS EX CHINA ETF

-2.19%

Shares3.1K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC COM

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

BIL

SPDR SER TR STATE STREET SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW

13.01%

Shares2.6K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR MSCI EAFE ETF

0.42%

Shares2.4K

Event2026-03-31

Filed2026-05-04