Sponsored

The Analysis of Philip James Wealth Mangement, LLC's Holdings & P&L

Currently, Philip James Wealth Mangement, LLC holds 157 types of securities in its portfolio with a total value $869.7M. In the most recent quarter, they have increased their positions in CB (+27.1K shares, valued at $8.8M), PYPL (+159.6K shares, valued at $7.2M), QCOM (+37.8K shares, valued at $4.9M); decreased their positions in JPST (-91.7K shares, valued at $4.6M), VTI (-14.0K shares, valued at $4.5M), DGRO (-60.2K shares, valued at $4.2M); initiated new positions in NVO (+84.1K shares, valued at $3.1M), CASY (+359 shares, valued at $261.1K), N/A (+2.1K shares, valued at $241.2K).

1M P&L

+52.6M+8.67%

3M P&L

+68.1M+11.51%

HY P&L

+109.2M+19.83%

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/A172.0M

27.2%

2Oil & Gas Integrated88.2M

13.9%

3Semiconductors56.5M

8.9%

Top Industries by Stock Count

1N/A33 stocks

22.9%

2Drug Manufacturers - General8 stocks

5.6%

3Credit Services6 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL436.4K shares-0.38%2026-03-312026-04-28

XOM EXXON MOBIL CORP440.2K shares-4.88%2026-03-312026-04-28

OXY.WS OCCIDENTAL PETE CORP1.2M shares-5.16%2026-03-312026-04-28

CB CHUBB LTD SWITZ91.3K shares42.21%2026-03-312026-04-28

OXY OCCIDENTAL PETE CORP423.3K shares1.88%2026-03-312026-04-28

INTC INTEL CORP601.8K shares-13.52%2026-03-312026-04-28

QCOM QUALCOMM INC195.7K shares23.96%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC184.6K shares-0.21%2026-03-312026-04-28

Sponsored

JNJ JOHNSON & JOHNSON84.1K shares-1.02%2026-03-312026-04-28

CVX CHEVRON CORPORATION65.2K shares-1.94%2026-03-312026-04-28

MO ALTRIA GROUP INC194.6K shares-5.62%2026-03-312026-04-28

PEP PEPSICO INC80.6K shares0.22%2026-03-312026-04-28

GIS GENERAL MILLS INC335.1K shares34.26%2026-03-312026-04-28

PFE PFIZER INC411.8K shares1.12%2026-03-312026-04-28

RKT ROCKET COS INC744.4K shares-1.48%2026-03-312026-04-28

VTI VANGUARD INDEX FDS32.2K shares-30.25%2026-03-312026-04-28

Sponsored

PYPL PAYPAL HLDGS INC215.4K shares285.95%2026-03-312026-04-28

COP CONOCOPHILLIPS70.3K shares-1.30%2026-03-312026-04-28

DGRO ISHARES TR129.0K shares-31.84%2026-03-312026-04-28

FDX FEDEX CORP25.0K shares-1.10%2026-03-312026-04-28

BTI BRITISH AMERN TOB PLC147.7K shares-7.09%2026-03-312026-04-28

HELO J P MORGAN EXCHANGE TRADED F131.1K shares-32.80%2026-03-312026-04-28

DVN DEVON ENERGY CORP NEW158.5K shares-1.76%2026-03-312026-04-28

MOAT VANECK ETF TRUST81.6K shares-31.78%2026-03-312026-04-28

Sponsored

NAT NORDIC AMERICAN TANKERS LIMI1.3M shares0.04%2026-03-312026-04-28

ITAN EA SERIES TRUST189.7K shares-29.24%2026-03-312026-04-28

CTA SIMPLIFY EXCHANGE TRADED FUN215.8K shares-27.30%2026-03-312026-04-28

FTLS FIRST TR EXCH TRADED FD III92.4K shares-30.26%2026-03-312026-04-28

BAC BANK AMERICA CORP133.2K shares-7.01%2026-03-312026-04-28

DEO DIAGEO PLC83.4K shares35.64%2026-03-312026-04-28

JCPB J P MORGAN EXCHANGE TRADED F131.3K shares-33.20%2026-03-312026-04-28

BABA ALIBABA GROUP HLDG LTD45.6K shares-18.85%2026-03-312026-04-28

Sponsored

DTAN EA SERIES TRUST189.0K shares-27.16%2026-03-312026-04-28

VONG VANGUARD SCOTTSDALE FDS48.6K shares-28.62%2026-03-312026-04-28

INFL LISTED FDS TR102.1K shares-31.04%2026-03-312026-04-28

HSY HERSHEY CO25.3K shares-0.19%2026-03-312026-04-28

AAPL APPLE INC20.3K shares-1.39%2026-03-312026-04-28

WCMI FIRST TR EXCHANGE-TRADED FD282.3K shares-29.33%2026-03-312026-04-28

UCON FIRST TR EXCHNG TRADED FD VI189.7K shares-20.49%2026-03-312026-04-28

BF.B BROWN FORMAN CORP176.5K shares12.70%2026-03-312026-04-28

Sponsored

JPST J P MORGAN EXCHANGE TRADED F91.0K shares-50.20%2026-03-312026-04-28

ALLY ALLY FINL INC115.7K shares-11.42%2026-03-312026-04-28

KO COCA COLA CO53.5K shares-2.12%2026-03-312026-04-28

FTCB FIRST TR EXCHANGE-TRADED FD192.0K shares-33.38%2026-03-312026-04-28

LLY ELI LILLY & CO4.3K shares0.19%2026-03-312026-04-28

USB US BANCORP73.8K shares-2.82%2026-03-312026-04-28

KHC KRAFT HEINZ CO169.2K shares16.95%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS15.1K shares-2.49%2026-03-312026-04-28

Sponsored

HD HOME DEPOT INC10.8K shares-7.09%2026-03-312026-04-28

VTRS VIATRIS INC260.7K shares-3.31%2026-03-312026-04-28

AMGN AMGEN INC9.1K shares-4.13%2026-03-312026-04-28

TSLA TESLA INC8.5K shares2.82%2026-03-312026-04-28

LOW LOWES COS INC13.1K shares-1.51%2026-03-312026-04-28

NVO NOVO-NORDISK A S84.1K sharesnew addition2026-03-312026-04-28

CSCO CISCO SYS INC38.1K shares-9.25%2026-03-312026-04-28

DGRS WISDOMTREE TR55.2K shares-28.44%2026-03-312026-04-28

Sponsored

JAZZ JAZZ PHARMACEUTICALS PLC15.5K shares-2.99%2026-03-312026-04-28

ACWX ISHARES TR42.0K shares-9.96%2026-03-312026-04-28

AVEM AMERICAN CENTY ETF TR34.2K shares-31.05%2026-03-312026-04-28

SLB SLB LIMITED52.1K shares0.71%2026-03-312026-04-28

SJM SMUCKER J M CO26.9K shares6.01%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-28

NVDA NVIDIA CORPORATION12.3K shares14.07%2026-03-312026-04-28

SCIO FIRST TR EXCHANGE-TRADED FD97.0K shares-33.50%2026-03-312026-04-28

Sponsored

GILD GILEAD SCIENCES INC13.7K shares-12.60%2026-03-312026-04-28

AMZN AMAZON COM INC8.7K shares0.66%2026-03-312026-04-28

RIO RIO TINTO PLC18.1K shares-8.63%2026-03-312026-04-28

JMUB J P MORGAN EXCHANGE TRADED F32.2K shares-11.35%2026-03-312026-04-28

SOLV SOLVENTUM CORP24.2K shares-19.77%2026-03-312026-04-28

PAYC PAYCOM SOFTWARE INC12.9K shares-59.67%2026-03-312026-04-28

NTAP NETAPP INC14.4K shares-6.17%2026-03-312026-04-28

HP INC HP INC74.7K shares-45.91%2026-03-312026-04-28

Sponsored

TAIL CAMBRIA ETF TR119.8K shares-28.69%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO4.5K shares-14.51%2026-03-312026-04-28

JMST J P MORGAN EXCHANGE TRADED F24.1K shares-48.00%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC3.6K shares-19.47%2026-03-312026-04-28

VRTX VERTEX PHARMACEUTICALS INC2.6K shares-2.21%2026-03-312026-04-28

PSX PHILLIPS 665.8K shares-0.85%2026-03-312026-04-28

FMB FIRST TR EXCH TRADED FD III20.8K shares-5.68%2026-03-312026-04-28

MSFT MICROSOFT CORP2.7K shares-2.68%2026-03-312026-04-28

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR39.5K shares2.24%2026-03-312026-04-28

NXPI NXP SEMICONDUCTORS N V4.9K shares-6.58%2026-03-312026-04-28

ALPHABET INC ALPHABET INC3.3K shares-4.31%2026-03-312026-04-28

RTX RTX CORPORATION4.9K shares-8.63%2026-03-312026-04-28

ALPHABET INC ALPHABET INC3.2K shares-8.04%2026-03-312026-04-28

CHKP CHECK POINT SOFTWARE TECH LT6.2K shares30.94%2026-03-312026-04-28

SPHR SPHERE ENTERTAINMENT CO7.4K shares-0.52%2026-03-312026-04-28

UTHR UNITED THERAPEUTICS CORP DEL1.3K shares0.00%2026-03-312026-04-28

Sponsored

PM PHILIP MORRIS INTL INC4.7K shares-0.50%2026-03-312026-04-28

T AT&T INC26.6K shares-1.14%2026-03-312026-04-28

MMM 3M CO5.3K shares-26.77%2026-03-312026-04-28

RRR RED ROCK RESORTS INC14.0K shares-1.27%2026-03-312026-04-28

GNRC GENERAC HLDGS INC3.6K shares-52.28%2026-03-312026-04-28

CRWD CROWDSTRIKE HLDGS INC1.8K shares-2.69%2026-03-312026-04-28

VRT VERTIV HOLDINGS CO2.7K shares-0.59%2026-03-312026-04-28

MTB M & T BK CORP3.3K shares0.00%2026-03-312026-04-28

Sponsored

VAL VALARIS LTD6.9K shares-1.49%2026-03-312026-04-28

BUSE FIRST BUSEY CORP26.4K shares0.00%2026-03-312026-04-28

CE CELANESE CORP DEL10.0K shares-9.00%2026-03-312026-04-28

CAH CARDINAL HEALTH INC3.1K shares1.05%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO2.1K shares0.00%2026-03-312026-04-28

HON HONEYWELL INTL INC2.7K shares-0.30%2026-03-312026-04-28

OGN ORGANON & CO100.8K shares-56.03%2026-03-312026-04-28

CAT CATERPILLAR INC820 shares-31.95%2026-03-312026-04-28

Sponsored

CSX CSX CORP14.0K shares0.00%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS940 shares0.00%2026-03-312026-04-28

EXE EXPAND ENERGY CORPORATION4.8K shares-0.54%2026-03-312026-04-28

ITW ILLINOIS TOOL WKS INC2.0K shares0.00%2026-03-312026-04-28

CHRW C H ROBINSON WORLDWIDE IN3.1K shares-0.92%2026-03-312026-04-28

MGNR AMERICAN BEACON SELECT FUNDS9.6K shares-29.05%2026-03-312026-04-28

DOV DOVER CORP2.4K shares-0.93%2026-03-312026-04-28

META META PLATFORMS INC801 shares-0.37%2026-03-312026-04-28

Sponsored

CEF SPROTT ASSET MANAGEMENT LP9.3K shares-59.74%2026-03-312026-04-28

MA MASTERCARD INCORPORATED874 shares-6.82%2026-03-312026-04-28

PG PROCTER & GAMBLE CO3.0K shares-44.99%2026-03-312026-04-28

TXN TEXAS INSTRS INC2.2K shares-0.71%2026-03-312026-04-28

SONY SONY GROUP CORP21.1K shares-0.39%2026-03-312026-04-28

LPLA LPL FINL HLDGS INC1.4K shares-0.28%2026-03-312026-04-28

ABT ABBOTT LABORATORIES4.2K shares1.33%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC6.0K shares-1.63%2026-03-312026-04-28

Sponsored

ILMN ILLUMINA INC3.5K shares-0.54%2026-03-312026-04-28

BIIB BIOGEN INC2.3K shares-0.21%2026-03-312026-04-28

ENTG ENTEGRIS INC3.6K shares-1.15%2026-03-312026-04-28

WMT WALMART INC3.3K shares-1.42%2026-03-312026-04-28

PWR QUANTA SVCS INC725 shares-23.52%2026-03-312026-04-28

SPGI S&P GLOBAL INC931 shares-1.27%2026-03-312026-04-28

MCD MCDONALDS CORP1.2K shares-21.84%2026-03-312026-04-28

DHR DANAHER CORP DEL2.0K shares-0.84%2026-03-312026-04-28

Sponsored

APA CORPORATION APA CORPORATION8.9K shares-22.76%2026-03-312026-04-28

ARISTA NETWORKS INC ARISTA NETWORKS INC3.0K shares1.71%2026-03-312026-04-28

AGG ISHARES TR3.6K shares0.00%2026-03-312026-04-28

MUB ISHARES TR3.3K shares-3.48%2026-03-312026-04-28

CGNX COGNEX CORP6.9K shares-1.89%2026-03-312026-04-28

EFA ISHARES TR3.5K shares-0.29%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC2.0K shares-0.75%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR507 shares-73.06%2026-03-312026-04-28

Sponsored

CITIGROUP INC CITIGROUP INC2.5K shares-13.25%2026-03-312026-04-28

TD TORONTO DOMINION BK ONT3.1K shares-23.90%2026-03-312026-04-28

SYF SYNCHRONY FINANCIAL4.1K shares-0.51%2026-03-312026-04-28

CMI CUMMINS INC503 shares0.00%2026-03-312026-04-28

WSBC WESBANCO INC7.8K shares0.00%2026-03-312026-04-28

SO SOUTHERN CO2.8K shares-4.96%2026-03-312026-04-28

GPN GLOBAL PMTS INC4.0K shares-0.87%2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC630 shares-3.37%2026-03-312026-04-28

Sponsored

CASY CASEYS GEN STORES INC359 sharesnew addition2026-03-312026-04-28

MCK MCKESSON CORP300 shares-3.85%2026-03-312026-04-28

AMAT APPLIED MATLS INC738 shares-23.84%2026-03-312026-04-28

COF CAPITAL ONE FINL CORP1.4K shares-16.86%2026-03-312026-04-28

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.1K sharesnew addition2026-03-312026-04-28

IJH ISHARES TR3.5K shares-70.60%2026-03-312026-04-28

KVUE KENVUE INC13.2K shares-4.98%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC4.5K sharesnew addition2026-03-312026-04-28

Sponsored

HUM HUMANA INC1.3K shares-7.19%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K shares-6.33%2026-03-312026-04-28

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC4.5K sharesnew addition2026-03-312026-04-28

SMR NUSCALE PWR CORP10.3K shares-46.38%2026-03-312026-04-28

MDAI SPECTRAL AI INC12.0K shares0.00%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL

-0.38%

Shares436.4K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-4.88%

Shares440.2K

Event2026-03-31

Filed2026-04-28

OXY.WS

OCCIDENTAL PETE CORP

-5.16%

Shares1.2M

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ

42.21%

Shares91.3K

Event2026-03-31

Filed2026-04-28

OXY

OCCIDENTAL PETE CORP

1.88%

Shares423.3K

Event2026-03-31

Filed2026-04-28

INTC

INTEL CORP

-13.52%

Shares601.8K

Event2026-03-31

Filed2026-04-28

QCOM

QUALCOMM INC

23.96%

Shares195.7K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

-0.21%

Shares184.6K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-1.02%

Shares84.1K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

-1.94%

Shares65.2K

Event2026-03-31

Filed2026-04-28

ALTRIA GROUP INC

-5.62%

Shares194.6K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

0.22%

Shares80.6K

Event2026-03-31

Filed2026-04-28

GIS

GENERAL MILLS INC

34.26%

Shares335.1K

Event2026-03-31

Filed2026-04-28

PFE

PFIZER INC

1.12%

Shares411.8K

Event2026-03-31

Filed2026-04-28

RKT

ROCKET COS INC

-1.48%

Shares744.4K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-30.25%

Shares32.2K

Event2026-03-31

Filed2026-04-28

PYPL

PAYPAL HLDGS INC

285.95%

Shares215.4K

Event2026-03-31

Filed2026-04-28

COP

CONOCOPHILLIPS

-1.30%

Shares70.3K

Event2026-03-31

Filed2026-04-28

DGRO

ISHARES TR

-31.84%

Shares129.0K

Event2026-03-31

Filed2026-04-28

FDX

FEDEX CORP

-1.10%

Shares25.0K

Event2026-03-31

Filed2026-04-28

BTI

BRITISH AMERN TOB PLC

-7.09%

Shares147.7K

Event2026-03-31

Filed2026-04-28

HELO

J P MORGAN EXCHANGE TRADED F

-32.80%

Shares131.1K

Event2026-03-31

Filed2026-04-28

DVN

DEVON ENERGY CORP NEW

-1.76%

Shares158.5K

Event2026-03-31

Filed2026-04-28

MOAT

VANECK ETF TRUST

-31.78%

Shares81.6K

Event2026-03-31

Filed2026-04-28

NAT

NORDIC AMERICAN TANKERS LIMI

0.04%

Shares1.3M

Event2026-03-31

Filed2026-04-28

ITAN

EA SERIES TRUST

-29.24%

Shares189.7K

Event2026-03-31

Filed2026-04-28

CTA

SIMPLIFY EXCHANGE TRADED FUN

-27.30%

Shares215.8K

Event2026-03-31

Filed2026-04-28

FTLS

FIRST TR EXCH TRADED FD III

-30.26%

Shares92.4K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

-7.01%

Shares133.2K

Event2026-03-31

Filed2026-04-28

DEO

DIAGEO PLC

35.64%

Shares83.4K

Event2026-03-31

Filed2026-04-28

JCPB

J P MORGAN EXCHANGE TRADED F

-33.20%

Shares131.3K

Event2026-03-31

Filed2026-04-28

BABA

ALIBABA GROUP HLDG LTD

-18.85%

Shares45.6K

Event2026-03-31

Filed2026-04-28

DTAN

EA SERIES TRUST

-27.16%

Shares189.0K

Event2026-03-31

Filed2026-04-28

VONG

VANGUARD SCOTTSDALE FDS

-28.62%

Shares48.6K

Event2026-03-31

Filed2026-04-28

INFL

LISTED FDS TR

-31.04%

Shares102.1K

Event2026-03-31

Filed2026-04-28

HSY

HERSHEY CO

-0.19%

Shares25.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-1.39%

Shares20.3K

Event2026-03-31

Filed2026-04-28

WCMI

FIRST TR EXCHANGE-TRADED FD

-29.33%

Shares282.3K

Event2026-03-31

Filed2026-04-28

UCON

FIRST TR EXCHNG TRADED FD VI

-20.49%

Shares189.7K

Event2026-03-31

Filed2026-04-28

BF.B

BROWN FORMAN CORP

12.70%

Shares176.5K

Event2026-03-31

Filed2026-04-28

JPST

J P MORGAN EXCHANGE TRADED F

-50.20%

Shares91.0K

Event2026-03-31

Filed2026-04-28

ALLY

ALLY FINL INC

-11.42%

Shares115.7K

Event2026-03-31

Filed2026-04-28

COCA COLA CO

-2.12%

Shares53.5K

Event2026-03-31

Filed2026-04-28

FTCB

FIRST TR EXCHANGE-TRADED FD

-33.38%

Shares192.0K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

0.19%

Shares4.3K

Event2026-03-31

Filed2026-04-28

USB

US BANCORP

-2.82%

Shares73.8K

Event2026-03-31

Filed2026-04-28

KHC

KRAFT HEINZ CO

16.95%

Shares169.2K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

-2.49%

Shares15.1K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

-7.09%

Shares10.8K

Event2026-03-31

Filed2026-04-28

VTRS

VIATRIS INC

-3.31%

Shares260.7K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

-4.13%

Shares9.1K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

2.82%

Shares8.5K

Event2026-03-31

Filed2026-04-28

LOW

LOWES COS INC

-1.51%

Shares13.1K

Event2026-03-31

Filed2026-04-28

NVO

NOVO-NORDISK A S

New

Shares84.1K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

-9.25%

Shares38.1K

Event2026-03-31

Filed2026-04-28

DGRS

WISDOMTREE TR

-28.44%

Shares55.2K

Event2026-03-31

Filed2026-04-28

JAZZ

JAZZ PHARMACEUTICALS PLC

-2.99%

Shares15.5K

Event2026-03-31

Filed2026-04-28

ACWX

ISHARES TR

-9.96%

Shares42.0K

Event2026-03-31

Filed2026-04-28

AVEM

AMERICAN CENTY ETF TR

-31.05%

Shares34.2K

Event2026-03-31

Filed2026-04-28

SLB

SLB LIMITED

0.71%

Shares52.1K

Event2026-03-31

Filed2026-04-28

SJM

SMUCKER J M CO

6.01%

Shares26.9K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

14.07%

Shares12.3K

Event2026-03-31

Filed2026-04-28

SCIO

FIRST TR EXCHANGE-TRADED FD

-33.50%

Shares97.0K

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC

-12.60%

Shares13.7K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.66%

Shares8.7K

Event2026-03-31

Filed2026-04-28

RIO

RIO TINTO PLC

-8.63%

Shares18.1K

Event2026-03-31

Filed2026-04-28

JMUB

J P MORGAN EXCHANGE TRADED F

-11.35%

Shares32.2K

Event2026-03-31

Filed2026-04-28

SOLV

SOLVENTUM CORP

-19.77%

Shares24.2K

Event2026-03-31

Filed2026-04-28

PAYC

PAYCOM SOFTWARE INC

-59.67%

Shares12.9K

Event2026-03-31

Filed2026-04-28

NTAP

NETAPP INC

-6.17%

Shares14.4K

Event2026-03-31

Filed2026-04-28

HP INC

-45.91%

Shares74.7K

Event2026-03-31

Filed2026-04-28

TAIL

CAMBRIA ETF TR

-28.69%

Shares119.8K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-14.51%

Shares4.5K

Event2026-03-31

Filed2026-04-28

JMST

J P MORGAN EXCHANGE TRADED F

-48.00%

Shares24.1K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC

-19.47%

Shares3.6K

Event2026-03-31

Filed2026-04-28

VRTX

VERTEX PHARMACEUTICALS INC

-2.21%

Shares2.6K

Event2026-03-31

Filed2026-04-28

PSX

PHILLIPS 66

-0.85%

Shares5.8K

Event2026-03-31

Filed2026-04-28

FMB

FIRST TR EXCH TRADED FD III

-5.68%

Shares20.8K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-2.68%

Shares2.7K

Event2026-03-31

Filed2026-04-28

FLMI

FRANKLIN TEMPLETON ETF TR

2.24%

Shares39.5K

Event2026-03-31

Filed2026-04-28

NXPI

NXP SEMICONDUCTORS N V

-6.58%

Shares4.9K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-4.31%

Shares3.3K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

-8.63%

Shares4.9K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-8.04%

Shares3.2K

Event2026-03-31

Filed2026-04-28

CHKP

CHECK POINT SOFTWARE TECH LT

30.94%

Shares6.2K

Event2026-03-31

Filed2026-04-28

SPHR

SPHERE ENTERTAINMENT CO

-0.52%

Shares7.4K

Event2026-03-31

Filed2026-04-28

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-28

PHILIP MORRIS INTL INC

-0.50%

Shares4.7K

Event2026-03-31

Filed2026-04-28

AT&T INC

-1.14%

Shares26.6K

Event2026-03-31

Filed2026-04-28

MMM

3M CO

-26.77%

Shares5.3K

Event2026-03-31

Filed2026-04-28

RRR

RED ROCK RESORTS INC

-1.27%

Shares14.0K

Event2026-03-31

Filed2026-04-28

GNRC

GENERAC HLDGS INC

-52.28%

Shares3.6K

Event2026-03-31

Filed2026-04-28

CRWD

CROWDSTRIKE HLDGS INC

-2.69%

Shares1.8K

Event2026-03-31

Filed2026-04-28

VRT

VERTIV HOLDINGS CO

-0.59%

Shares2.7K

Event2026-03-31

Filed2026-04-28

MTB

M & T BK CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-28

VAL

VALARIS LTD

-1.49%

Shares6.9K

Event2026-03-31

Filed2026-04-28

BUSE

FIRST BUSEY CORP

0.00%

Shares26.4K

Event2026-03-31

Filed2026-04-28

CELANESE CORP DEL

-9.00%

Shares10.0K

Event2026-03-31

Filed2026-04-28

CAH

CARDINAL HEALTH INC

1.05%

Shares3.1K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-28

HON

HONEYWELL INTL INC

-0.30%

Shares2.7K

Event2026-03-31

Filed2026-04-28

OGN

ORGANON & CO

-56.03%

Shares100.8K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-31.95%

Shares820

Event2026-03-31

Filed2026-04-28

CSX

CSX CORP

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.00%

Shares940

Event2026-03-31

Filed2026-04-28

EXE

EXPAND ENERGY CORPORATION

-0.54%

Shares4.8K

Event2026-03-31

Filed2026-04-28

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

CHRW

C H ROBINSON WORLDWIDE IN

-0.92%

Shares3.1K

Event2026-03-31

Filed2026-04-28

MGNR

AMERICAN BEACON SELECT FUNDS

-29.05%

Shares9.6K

Event2026-03-31

Filed2026-04-28

DOV

DOVER CORP

-0.93%

Shares2.4K

Event2026-03-31

Filed2026-04-28