Sponsored

The Analysis of Phoenix Wealth Advisors's Holdings & P&L

Currently, Phoenix Wealth Advisors holds 126 types of securities in its portfolio with a total value $253.2M. In the most recent quarter, they have increased their positions in APD (+5.8K shares, valued at $1.7M), ZTS (+11.9K shares, valued at $1.4M), GOVT (+42.8K shares, valued at $981.1K); decreased their positions in VOTE (-16.4K shares, valued at $1.2M), CMI (-2.1K shares, valued at $1.2M), ISCF (-23.9K shares, valued at $999.2K); initiated new positions in ZTS (+11.9K shares, valued at $1.4M), CGW (+14.7K shares, valued at $941.1K), XOM (+1.6K shares, valued at $271.0K).

1M P&L

+1.9M+0.77%

3M P&L

+501.1K+0.21%

HY P&L

+13.8M+6.03%

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/A132.5M

57.6%

2Software - Infrastructure8.6M

3.7%

3Drug Manufacturers - General8.4M

3.7%

Top Industries by Stock Count

1N/A39 stocks

34.2%

2Utilities - Regulated Electric6 stocks

5.3%

3Drug Manufacturers - General4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPST J P MORGAN EXCHANGE TRADED F646.8K shares0.05%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS210.4K shares-0.03%2026-03-312026-04-22

ISCF ISHARES TR262.2K shares-8.36%2026-03-312026-04-22

JMST J P MORGAN EXCHANGE TRADED F205.0K shares9.67%2026-03-312026-04-22

GOVT ISHARES TR439.5K shares10.79%2026-03-312026-04-22

AAPL APPLE INC30.6K shares-8.12%2026-03-312026-04-22

DIVO AMPLIFY ETF TR168.2K shares-7.44%2026-03-312026-04-22

MSFT MICROSOFT CORP19.8K shares-2.33%2026-03-312026-04-22

Sponsored

IUSG ISHARES TR46.5K shares-0.94%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T29.3K shares3.33%2026-03-312026-04-22

SPYV SPDR SERIES TRUST95.9K shares1.25%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS111.1K shares2.86%2026-03-312026-04-22

PULS PGIM ETF TR104.4K shares-0.23%2026-03-312026-04-22

WMT WALMART INC36.0K shares-4.42%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.0K shares0.00%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC11.9K shares-3.17%2026-03-312026-04-22

Sponsored

BROADCOM INC BROADCOM INC13.3K shares-4.92%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON16.8K shares-3.80%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO13.8K shares-3.48%2026-03-312026-04-22

MPC MARATHON PETE CORP14.8K shares-2.57%2026-03-312026-04-22

ADI ANALOG DEVICES INC9.4K shares-13.41%2026-03-312026-04-22

ABBV ABBVIE INC13.0K shares-4.62%2026-03-312026-04-22

CME CME GROUP INC9.4K shares-5.98%2026-03-312026-04-22

SPYD SPDR SERIES TRUST59.3K shares-2.87%2026-03-312026-04-22

Sponsored

MSI MOTOROLA SOLUTIONS INC6.1K shares-3.71%2026-03-312026-04-22

CB CHUBB LTD SWITZ7.9K shares-6.18%2026-03-312026-04-22

VTWV VANGUARD SCOTTSDALE FDS14.5K shares-2.30%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION18.3K shares-5.34%2026-03-312026-04-22

DRI DARDEN RESTAURANTS INC11.7K shares-8.44%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC44.3K shares-2.16%2026-03-312026-04-22

UNP UNION PAC CORP9.1K shares-7.48%2026-03-312026-04-22

HD HOME DEPOT INC6.6K shares-3.46%2026-03-312026-04-22

Sponsored

NEE NEXTERA ENERGY INC22.5K shares-4.40%2026-03-312026-04-22

CMI CUMMINS INC3.9K shares-35.60%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I7.0K shares492.25%2026-03-312026-04-22

ETR ENTERGY CORP NEW16.1K shares-0.63%2026-03-312026-04-22

WFC WELLS FARGO & CO21.8K shares-3.24%2026-03-312026-04-22

FAST FASTENAL CO37.2K shares-6.56%2026-03-312026-04-22

MINT PIMCO ETF TR16.4K shares-3.60%2026-03-312026-04-22

CMCSA COMCAST CORP NEW54.3K shares-1.24%2026-03-312026-04-22

Sponsored

ZTS ZOETIS INC11.9K sharesnew addition2026-03-312026-04-22

EMNT PIMCO ETF TR13.8K shares-5.79%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION1.3K shares-0.69%2026-03-312026-04-22

ARKW ARK ETF TR10.7K shares-2.67%2026-03-312026-04-22

DTCR GLOBAL X FDS52.9K shares0.03%2026-03-312026-04-22

VOTE TCW ETF TRUST16.3K shares-50.05%2026-03-312026-04-22

NVDA NVIDIA CORPORATION7.1K shares-2.22%2026-03-312026-04-22

FIS FIDELITY NATL INFORMATION SV25.2K shares-5.14%2026-03-312026-04-22

Sponsored

GAMR AMPLIFY ETF TR15.4K shares-2.72%2026-03-312026-04-22

ISCG ISHARES TR19.9K shares0.53%2026-03-312026-04-22

ARTY ISHARES TR22.8K shares-2.70%2026-03-312026-04-22

PEP PEPSICO INC6.3K shares-1.17%2026-03-312026-04-22

AMGN AMGEN INC2.8K shares-1.85%2026-03-312026-04-22

HON HONEYWELL INTL INC4.2K shares-1.59%2026-03-312026-04-22

CGW INVESCO EXCH TRADED FD TR II14.7K sharesnew addition2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR10.3K shares-3.21%2026-03-312026-04-22

Sponsored

TBLU TORTOISE CAPITAL SERIES TRUS17.7K shares-3.32%2026-03-312026-04-22

BOTZ GLOBAL X FDS26.8K shares1.21%2026-03-312026-04-22

ALPHABET INC ALPHABET INC3.1K shares-8.90%2026-03-312026-04-22

CSCO CISCO SYS INC10.8K shares-18.85%2026-03-312026-04-22

PG PROCTER & GAMBLE CO5.7K shares-3.00%2026-03-312026-04-22

FINX GLOBAL X FDS34.2K shares-2.82%2026-03-312026-04-22

NFG NATIONAL FUEL GAS CO8.3K shares-2.88%2026-03-312026-04-22

BUG GLOBAL X FDS30.2K shares-2.83%2026-03-312026-04-22

Sponsored

DHR DANAHER CORP DEL3.9K shares-2.34%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO2.5K shares-9.05%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP1.1K shares0.09%2026-03-312026-04-22

VLO VALERO ENERGY CORP2.7K shares-3.82%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC5.6K shares-1.59%2026-03-312026-04-22

GRMN GARMIN LTD2.9K shares-4.96%2026-03-312026-04-22

ORCL ORACLE CORP4.2K shares-3.33%2026-03-312026-04-22

TXN TEXAS INSTRS INC3.1K shares0.03%2026-03-312026-04-22

Sponsored

AMZN AMAZON COM INC2.9K shares0.00%2026-03-312026-04-22

UTES ETFIS SER TR I7.4K shares-0.15%2026-03-312026-04-22

CENCORA INC CENCORA INC1.9K shares-2.97%2026-03-312026-04-22

BARRICK MNG CORP BARRICK MNG CORP13.8K shares-6.18%2026-03-312026-04-22

ULTA ULTA BEAUTY INC1.1K shares-3.60%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS2.2K shares0.00%2026-03-312026-04-22

D DOMINION ENERGY INC8.4K shares-15.89%2026-03-312026-04-22

LLY ELI LILLY & CO561 shares0.00%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC1.8K shares0.00%2026-03-312026-04-22

WINN HARBOR ETF TRUST18.2K shares-2.40%2026-03-312026-04-22

CVX CHEVRON CORPORATION2.4K shares0.00%2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC1.4K shares-3.39%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC1.4K shares-66.78%2026-03-312026-04-22

SNA SNAP ON INC1.3K shares-3.37%2026-03-312026-04-22

TSLA TESLA INC1.3K shares-3.83%2026-03-312026-04-22

ECL ECOLAB INC1.7K shares-3.85%2026-03-312026-04-22

Sponsored

CAT CATERPILLAR INC648 shares0.00%2026-03-312026-04-22

JIRE J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2026-03-312026-04-22

HDV ISHARES TR3.3K shares-3.30%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC2.7K shares0.00%2026-03-312026-04-22

SBIO ALPS ETF TR8.4K shares-12.68%2026-03-312026-04-22

ADM ARCHER DANIELS MIDLAND CO5.9K shares-3.27%2026-03-312026-04-22

SYK STRYKER CORPORATION1.3K shares-3.88%2026-03-312026-04-22

IWR ISHARES TR4.0K shares0.67%2026-03-312026-04-22

Sponsored

BLACKROCK INC BLACKROCK INC403 shares-4.28%2026-03-312026-04-22

CHRW C H ROBINSON WORLDWIDE IN2.3K shares-3.36%2026-03-312026-04-22

MCD MCDONALDS CORP1.2K shares0.00%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC2.2K shares-4.37%2026-03-312026-04-22

RY ROYAL BK CDA2.1K shares0.00%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC2.5K shares0.00%2026-03-312026-04-22

IJUN INNOVATOR ETFS TRUST11.0K shares0.00%2026-03-312026-04-22

NUE NUCOR CORP1.9K shares0.00%2026-03-312026-04-22

Sponsored

PAYX PAYCHEX INC3.3K shares-3.47%2026-03-312026-04-22

FLMI FRANKLIN TEMPLETON ETF TR12.0K shares0.00%2026-03-312026-04-22

EBAY EBAY INC.3.2K shares-4.03%2026-03-312026-04-22

PBJ INVESCO EXCHANGE TRADED FD T5.6K shares-2.62%2026-03-312026-04-22

EXC EXELON CORP5.6K shares-3.22%2026-03-312026-04-22

XOM EXXON MOBIL CORP1.6K sharesnew addition2026-03-312026-04-22

VUG VANGUARD INDEX FDS608 shares-10.72%2026-03-312026-04-22

AKAM AKAMAI TECHNOLOGIES INC2.3K shares-3.19%2026-03-312026-04-22

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares2.86%2026-03-312026-04-22

V VISA INC872 shares-8.31%2026-03-312026-04-22

MA MASTERCARD INCORPORATED527 shares0.00%2026-03-312026-04-22

LOW LOWES COS INC1.1K shares0.00%2026-03-312026-04-22

EVRG EVERGY INC3.0K shares-4.76%2026-03-312026-04-22

ADSK AUTODESK INC919 shares0.00%2026-03-312026-04-22

SYY SYSCO CORP3.1K shares-3.45%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS987 shares0.00%2026-03-312026-04-22

Sponsored

ADBE ADOBE INC864 shares-36.19%2026-03-312026-04-22

VTV VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-22

ZNOV INNOVATOR ETFS TRUST7.5K shares0.00%2026-03-312026-04-22

KYTX KYVERNA THERAPEUTICS INC19.8K shares60.98%2026-03-312026-04-22

OIA INVESCO MUNI INCOME OPP TRST19.5K shares73.80%2026-03-312026-04-22

ALLO ALLOGENE THERAPEUTICS INC21.0K shares0.00%2026-03-312026-04-22

JPST

J P MORGAN EXCHANGE TRADED F

0.05%

Shares646.8K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

-0.03%

Shares210.4K

Event2026-03-31

Filed2026-04-22

ISCF

ISHARES TR

-8.36%

Shares262.2K

Event2026-03-31

Filed2026-04-22

JMST

J P MORGAN EXCHANGE TRADED F

9.67%

Shares205.0K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

10.79%

Shares439.5K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-8.12%

Shares30.6K

Event2026-03-31

Filed2026-04-22

DIVO

AMPLIFY ETF TR

-7.44%

Shares168.2K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-2.33%

Shares19.8K

Event2026-03-31

Filed2026-04-22

IUSG

ISHARES TR

-0.94%

Shares46.5K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

3.33%

Shares29.3K

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

1.25%

Shares95.9K

Event2026-03-31

Filed2026-04-22

SPEM

SPDR INDEX SHS FDS

2.86%

Shares111.1K

Event2026-03-31

Filed2026-04-22

PULS

PGIM ETF TR

-0.23%

Shares104.4K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

-4.42%

Shares36.0K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

-3.17%

Shares11.9K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-4.92%

Shares13.3K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-3.80%

Shares16.8K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-3.48%

Shares13.8K

Event2026-03-31

Filed2026-04-22

MPC

MARATHON PETE CORP

-2.57%

Shares14.8K

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC

-13.41%

Shares9.4K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-4.62%

Shares13.0K

Event2026-03-31

Filed2026-04-22

CME

CME GROUP INC

-5.98%

Shares9.4K

Event2026-03-31

Filed2026-04-22

SPYD

SPDR SERIES TRUST

-2.87%

Shares59.3K

Event2026-03-31

Filed2026-04-22

MSI

MOTOROLA SOLUTIONS INC

-3.71%

Shares6.1K

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

-6.18%

Shares7.9K

Event2026-03-31

Filed2026-04-22

VTWV

VANGUARD SCOTTSDALE FDS

-2.30%

Shares14.5K

Event2026-03-31

Filed2026-04-22

JCI

JOHNSON CONTROLS INTERNATION

-5.34%

Shares18.3K

Event2026-03-31

Filed2026-04-22

DRI

DARDEN RESTAURANTS INC

-8.44%

Shares11.7K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

-2.16%

Shares44.3K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

-7.48%

Shares9.1K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-3.46%

Shares6.6K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

-4.40%

Shares22.5K

Event2026-03-31

Filed2026-04-22

CMI

CUMMINS INC

-35.60%

Shares3.9K

Event2026-03-31

Filed2026-04-22

APD

AIR PRODUCTS AND CHEMICALS I

492.25%

Shares7.0K

Event2026-03-31

Filed2026-04-22

ETR

ENTERGY CORP NEW

-0.63%

Shares16.1K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

-3.24%

Shares21.8K

Event2026-03-31

Filed2026-04-22

FAST

FASTENAL CO

-6.56%

Shares37.2K

Event2026-03-31

Filed2026-04-22

MINT

PIMCO ETF TR

-3.60%

Shares16.4K

Event2026-03-31

Filed2026-04-22

CMCSA

COMCAST CORP NEW

-1.24%

Shares54.3K

Event2026-03-31

Filed2026-04-22

ZTS

ZOETIS INC

New

Shares11.9K

Event2026-03-31

Filed2026-04-22

EMNT

PIMCO ETF TR

-5.79%

Shares13.8K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

-0.69%

Shares1.3K

Event2026-03-31

Filed2026-04-22

ARKW

ARK ETF TR

-2.67%

Shares10.7K

Event2026-03-31

Filed2026-04-22

DTCR

GLOBAL X FDS

0.03%

Shares52.9K

Event2026-03-31

Filed2026-04-22

VOTE

TCW ETF TRUST

-50.05%

Shares16.3K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-2.22%

Shares7.1K

Event2026-03-31

Filed2026-04-22

FIS

FIDELITY NATL INFORMATION SV

-5.14%

Shares25.2K

Event2026-03-31

Filed2026-04-22

GAMR

AMPLIFY ETF TR

-2.72%

Shares15.4K

Event2026-03-31

Filed2026-04-22

ISCG

ISHARES TR

0.53%

Shares19.9K

Event2026-03-31

Filed2026-04-22

ARTY

ISHARES TR

-2.70%

Shares22.8K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

-1.17%

Shares6.3K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

-1.85%

Shares2.8K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

-1.59%

Shares4.2K

Event2026-03-31

Filed2026-04-22

CGW

INVESCO EXCH TRADED FD TR II

New

Shares14.7K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

-3.21%

Shares10.3K

Event2026-03-31

Filed2026-04-22

TBLU

TORTOISE CAPITAL SERIES TRUS

-3.32%

Shares17.7K

Event2026-03-31

Filed2026-04-22

BOTZ

GLOBAL X FDS

1.21%

Shares26.8K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-8.90%

Shares3.1K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-18.85%

Shares10.8K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-3.00%

Shares5.7K

Event2026-03-31

Filed2026-04-22

FINX

GLOBAL X FDS

-2.82%

Shares34.2K

Event2026-03-31

Filed2026-04-22

NFG

NATIONAL FUEL GAS CO

-2.88%

Shares8.3K

Event2026-03-31

Filed2026-04-22

BUG

GLOBAL X FDS

-2.83%

Shares30.2K

Event2026-03-31

Filed2026-04-22

DHR

DANAHER CORP DEL

-2.34%

Shares3.9K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

-9.05%

Shares2.5K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-22

VLO

VALERO ENERGY CORP

-3.82%

Shares2.7K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

-1.59%

Shares5.6K

Event2026-03-31

Filed2026-04-22

GRMN

GARMIN LTD

-4.96%

Shares2.9K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

-3.33%

Shares4.2K

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

0.03%

Shares3.1K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-22

UTES

ETFIS SER TR I

-0.15%

Shares7.4K

Event2026-03-31

Filed2026-04-22

CENCORA INC

-2.97%

Shares1.9K

Event2026-03-31

Filed2026-04-22

BARRICK MNG CORP

-6.18%

Shares13.8K

Event2026-03-31

Filed2026-04-22

ULTA

ULTA BEAUTY INC

-3.60%

Shares1.1K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-22

DOMINION ENERGY INC

-15.89%

Shares8.4K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

0.00%

Shares561

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

WINN

HARBOR ETF TRUST

-2.40%

Shares18.2K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-22

LHX

L3HARRIS TECHNOLOGIES INC

-3.39%

Shares1.4K

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

-66.78%

Shares1.4K

Event2026-03-31

Filed2026-04-22

SNA

SNAP ON INC

-3.37%

Shares1.3K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

-3.83%

Shares1.3K

Event2026-03-31

Filed2026-04-22

ECL

ECOLAB INC

-3.85%

Shares1.7K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

0.00%

Shares648

Event2026-03-31

Filed2026-04-22

JIRE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-22

HDV

ISHARES TR

-3.30%

Shares3.3K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-22

SBIO

ALPS ETF TR

-12.68%

Shares8.4K

Event2026-03-31

Filed2026-04-22

ADM

ARCHER DANIELS MIDLAND CO

-3.27%

Shares5.9K

Event2026-03-31

Filed2026-04-22

SYK

STRYKER CORPORATION

-3.88%

Shares1.3K

Event2026-03-31

Filed2026-04-22

IWR

ISHARES TR

0.67%

Shares4.0K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

-4.28%

Shares403

Event2026-03-31

Filed2026-04-22

CHRW

C H ROBINSON WORLDWIDE IN

-3.36%

Shares2.3K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

PANW

PALO ALTO NETWORKS INC

-4.37%

Shares2.2K

Event2026-03-31

Filed2026-04-22

ROYAL BK CDA

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-22

IJUN

INNOVATOR ETFS TRUST

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-22

NUE

NUCOR CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

PAYX

PAYCHEX INC

-3.47%

Shares3.3K

Event2026-03-31

Filed2026-04-22

FLMI

FRANKLIN TEMPLETON ETF TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-22

EBAY

EBAY INC.

-4.03%

Shares3.2K

Event2026-03-31

Filed2026-04-22

PBJ

INVESCO EXCHANGE TRADED FD T

-2.62%

Shares5.6K

Event2026-03-31

Filed2026-04-22

EXC

EXELON CORP

-3.22%

Shares5.6K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

-10.72%

Shares608

Event2026-03-31

Filed2026-04-22

AKAM

AKAMAI TECHNOLOGIES INC

-3.19%

Shares2.3K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

2.86%

Shares2.0K

Event2026-03-31

Filed2026-04-22

VISA INC

-8.31%

Shares872

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

0.00%

Shares527

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

EVRG

EVERGY INC

-4.76%

Shares3.0K

Event2026-03-31

Filed2026-04-22

ADSK

AUTODESK INC

0.00%

Shares919

Event2026-03-31

Filed2026-04-22

SYY

SYSCO CORP

-3.45%

Shares3.1K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares987

Event2026-03-31

Filed2026-04-22

ADBE

ADOBE INC

-36.19%

Shares864

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-03-31

Filed2026-04-22

ZNOV

INNOVATOR ETFS TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-22

KYTX

KYVERNA THERAPEUTICS INC

60.98%

Shares19.8K

Event2026-03-31

Filed2026-04-22

OIA

INVESCO MUNI INCOME OPP TRST

73.80%

Shares19.5K

Event2026-03-31

Filed2026-04-22

ALLO

ALLOGENE THERAPEUTICS INC

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available