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The Analysis of Pinnacle Bancorp, Inc.'s Holdings & P&L
Currently, Pinnacle Bancorp, Inc. holds 885 types of securities in its portfolio with a total value $338.8M. In the most recent quarter, they have increased their positions in BND (+8.0K shares, valued at $591.0K), VGIT (+8.2K shares, valued at $488.3K), FMB (+9.0K shares, valued at $455.9K); decreased their positions in IBTG (-13.7K shares, valued at $313.4K), KNG (-3.7K shares, valued at $182.5K), IJH (-1.5K shares, valued at $102.4K); initiated new positions in MMIT (+6.7K shares, valued at $162.3K), SGOV (+1.1K shares, valued at $111.2K), MQY (+6.8K shares, valued at $75.0K).
1M P&L
+7.6M+2.52%
3M P&L
-32.7M-9.52%
HY P&L
-20.5M-6.18%
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/A167.7M
58.1%
2Drug Manufacturers - General13.3M
4.6%
3Banks - Diversified10.5M
3.6%
Top Industries by Stock Count
1N/A364 stocks
44.0%
2Utilities - Regulated Electric18 stocks
2.2%
3Software - Application17 stocks
2.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Berkshire Hathaway Inc Del Cl B New Berkshire Hathaway Inc Del Cl B New15.5K shares-0.37%2026-03-312026-04-22
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Invesco Qqq Trust Series 1 Invsc Srs Etf Invesco Qqq Trust Series 1 Invsc Srs Etf4.6K shares0.00%2026-03-312026-04-22
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VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf23.8K shares-0.31%2026-03-312026-04-22
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Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf3.9K shares36.17%2026-03-312026-04-22
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RDVY First Trust Exchange-Traded Fund Vi Rising Dividend Achievers Etf7.3K shares37.62%2026-03-312026-04-22
Accenture PLC Ireland Shs Class A Accenture PLC Ireland Shs Class A2.5K shares-8.08%2026-03-312026-04-22
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SPHY Spdr Series Trust State Street Portfolio High Yield Bond Etf14.4K shares0.00%2026-03-312026-04-22
BSCT Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond Etf16.6K shares0.00%2026-03-312026-04-22
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BSCV Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond Etf17.6K shares0.00%2026-03-312026-04-22
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BSCR Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2027 Corporate Bond Etf14.6K shares0.00%2026-03-312026-04-22
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JPST J.P. Morgan Exchange-Traded Fund Trust JPMorgan Ultra-Short Income Etf4.9K shares0.00%2026-03-312026-04-22
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LMBS First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf4.1K shares9.33%2026-03-312026-04-22
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APUE Trust For Professional Managers Activepassive U.S. Equity Etf4.4K shares0.00%2026-03-312026-04-22
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Blackstone Group INC CLASS A CORP COMMON Blackstone Group INC CLASS A CORP COMMON1.4K shares18.01%2026-03-312026-04-22
KNG First Trust Exchange-Traded Fund Iv Ft Vest S&p 500 Dividend Aristocrats Target Income Etf3.4K shares-52.69%2026-03-312026-04-22
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MMIT New York Life Investments Active Etf Trust Nyli Mackay Muni Intermediate6.7K sharesnew addition2026-03-312026-04-22
BIL Spdr Series Trust State Street Bloomberg 1-3 Month T-Bill Etf1.7K shares23.87%2026-03-312026-04-22
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FSMB First Trust Exchange-Traded Fund Iii Short Duration Managed Municipal Etf7.4K shares0.00%2026-03-312026-04-22
IHDG Wisdomtree International Hedged Quality Dividend Growth Fund3.1K shares2.50%2026-03-312026-04-22
BUFR First Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf4.3K shares-2.88%2026-03-312026-04-22
UITB Victory Portfolios Ii Victoryshares Core Intermediate Bond Etf3.1K shares0.00%2026-03-312026-04-22
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IDVO Amplify Etf Trust Cwp International Enhanced Dividend Income3.4K shares0.00%2026-03-312026-04-22
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JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf1.9K shares0.00%2026-03-312026-04-22
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SHM Spdr Series Trust State Street Nuveen Ice Short Term Municipal Bond Etf2.2K shares4.74%2026-03-312026-04-22
JAVA J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Value Etf1.4K shares0.00%2026-03-312026-04-22
Apollo Global Management Inc Class A Apollo Global Management Inc Class A924 shares14.50%2026-03-312026-04-22
JCPB J.P. Morgan Exchange-Traded Fund Trust JPMorgan Core Plus Bond Etf2.2K shares0.00%2026-03-312026-04-22
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VNQI Vanguard International Equity Index Funds Global ex-U.S. Real Estate Etf2.0K shares0.00%2026-03-312026-04-22
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LGOV First Trust Exchange-Traded Fund Iv Long Duration Opportunities Etf4.1K shares37.08%2026-03-312026-04-22
AGGY Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre Etf2.1K shares0.00%2026-03-312026-04-22
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APIE Trust For Professional Managers Activepassive International Equity Etf2.1K shares0.00%2026-03-312026-04-22
MQY Blackrock, Inc. (US) Blackrock Muniyield Quality Fund, Inc6.8K sharesnew addition2026-03-312026-04-22
GOCT First Tr Exchange Traded Fd Viii Ft Vest Us Equity Moderate Buffer ETF1.9K shares0.00%2026-03-312026-04-22
Sponsored
JHMM John Hancock Exchange-Traded Fund Trust Multifactor Mid Cap Etf1.1K shares0.00%2026-03-312026-04-22
APCB Trust For Professional Managers Activepassive Core Bond Etf2.5K shares0.00%2026-03-312026-04-22
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JEPQ J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income Etf1.3K shares0.00%2026-03-312026-04-22
USIG Ishares Trust Broad USD Investment Grade Corporate Bond Etf1.3K shares5.96%2026-03-312026-04-22
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Qnity Electronics Inc Common Stock Qnity Electronics Inc Common Stock586 sharesnew addition2026-03-312026-04-22
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SPDR Series Tr Barclays Highyield SPDR Series Tr Barclays Highyield644 shares0.00%2026-03-312026-04-22
FSIG First Trust Exchange-Traded Fund Iv Limited Duration Investment Grade Corporate Etf3.2K shares0.00%2026-03-312026-04-22
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JHSC John Hancock Exchange-Traded Fund Trust Multifactor Small Cap Etf1.4K shares0.00%2026-03-312026-04-22
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FTC First Trust Exchange-Traded Alphadex Fund Large Capital Growth378 shares-24.40%2026-03-312026-04-22
Dupont De Nemours INC CORP COMMON Dupont De Nemours INC CORP COMMON1.2K shares0.00%2026-03-312026-04-22
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FTSM First Trust Exchange-Traded Fund Iv Enhanced Short Maturity Etf915 shares0.00%2026-03-312026-04-22
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JQUA J.P. Morgan Exchange-Traded Fund Trust JPMorgan U.S. Quality Factor Etf852 shares0.00%2026-03-312026-04-22
GTO Invesco Actively Managed Exchange-Traded Fund Trust Total Return Bond Etf1.1K shares0.00%2026-03-312026-04-22
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Invesco S&p 500 Pure Growth Portfolio Powershr Etf Invesco S&p 500 Pure Growth Portfolio Powershr Etf1.0K shares-11.81%2026-03-312026-04-22
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FMX Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON429 shares0.00%2026-03-312026-04-22
LVHI Legg Mason Etf Investment Trust Franklin International Low Volatility High Dividend Index1.1K shares10.00%2026-03-312026-04-22
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AVDV American Century Etf Trust Avantis International Small Cap Value382 shares0.53%2026-03-312026-04-22
JMEE J.P. Morgan Exchange-Traded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity Etf565 sharesnew addition2026-03-312026-04-22
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BRK.A
0.00%Berkshire Hathaway Inc Del Cl A
Shares31
Event2026-03-31
Filed2026-04-22
Vanguard 500 Index Fund ETF
-0.08%Vanguard 500 Index Fund ETF
Shares33.0K
Event2026-03-31
Filed2026-04-22
AAPL
-0.37%Apple Computer Inc Com
Shares35.5K
Event2026-03-31
Filed2026-04-22
MSFT
0.30%Microsoft Corp Com
Shares21.3K
Event2026-03-31
Filed2026-04-22
IJH
-1.30%iShares Tr Midcap Index FD
Shares114.9K
Event2026-03-31
Filed2026-04-22
Berkshire Hathaway Inc Del Cl B New
-0.37%Berkshire Hathaway Inc Del Cl B New
Shares15.5K
Event2026-03-31
Filed2026-04-22
IVV
-0.75%iShares Tr S&P 500 Index
Shares10.3K
Event2026-03-31
Filed2026-04-22
SPY
0.65%SPDR Tr Unit Ser 1
Shares9.4K
Event2026-03-31
Filed2026-04-22
JPM
0.20%JP Morgan Chase & Co Com
Shares20.2K
Event2026-03-31
Filed2026-04-22
Alphabet Inc Class A
0.30%Alphabet Inc Class A
Shares20.2K
Event2026-03-31
Filed2026-04-22
EFA
0.15%iShares Tr MSCI Eafe Idx
Shares58.8K
Event2026-03-31
Filed2026-04-22
BND
11.58%Vanguard Total Bond Mkt
Shares77.3K
Event2026-03-31
Filed2026-04-22
AMZN
2.83%Amazon Com Inc
Shares25.6K
Event2026-03-31
Filed2026-04-22
LLY
2.99%Eli Lilly & Co Com
Shares5.7K
Event2026-03-31
Filed2026-04-22
VIG
5.62%Vanguard Div Appreciation
Shares24.1K
Event2026-03-31
Filed2026-04-22
COST
0.14%Costco Whsl Corp New Com
Shares4.9K
Event2026-03-31
Filed2026-04-22
Alphabet Inc Class C
0.00%Alphabet Inc Class C
Shares15.3K
Event2026-03-31
Filed2026-04-22
IVE
0.00%iShares S&P 500 Barra Value
Shares19.5K
Event2026-03-31
Filed2026-04-22
JNJ
1.04%Johnson & Johnson Com
Shares16.1K
Event2026-03-31
Filed2026-04-22
MGV
5.04%Vanguard Mega Cap 300 Value
Shares26.8K
Event2026-03-31
Filed2026-04-22
V
1.47%VISA Inc Class A Shares
Shares12.8K
Event2026-03-31
Filed2026-04-22
MGK
0.58%Vanguard Mega Cap 300 Grwth
Shares10.4K
Event2026-03-31
Filed2026-04-22
VTI
1.09%Vanguard Ttl Stk Mkt ETF
Shares11.3K
Event2026-03-31
Filed2026-04-22
META
1.96%Meta Platforms Inc Ordinary Shares - Class A
Shares6.1K
Event2026-03-31
Filed2026-04-22
IEFA
9.98%iShares Core MSCI Eafe ETF
Shares35.2K
Event2026-03-31
Filed2026-04-22
VWO
-0.02%Vanguard Emerging Mkts ETF
Shares55.7K
Event2026-03-31
Filed2026-04-22
VGIT
21.69%Vanguard Intermediate Term Treas Index
Shares46.0K
Event2026-03-31
Filed2026-04-22
Invesco Qqq Trust Series 1 Invsc Srs Etf
0.00%Invesco Qqq Trust Series 1 Invsc Srs Etf
Shares4.6K
Event2026-03-31
Filed2026-04-22
IJR
-0.44%iShares Tr S&P Smallcap 600 Index Fund
Shares20.9K
Event2026-03-31
Filed2026-04-22
ABBV
-0.60%Abbvie Inc Com
Shares11.8K
Event2026-03-31
Filed2026-04-22
VGSH
12.77%Vanguard Scottsdale Funds Short-Term Treasury Etf
Shares42.6K
Event2026-03-31
Filed2026-04-22
PG
0.37%Procter & Gamble Co
Shares17.2K
Event2026-03-31
Filed2026-04-22
CVX
0.74%Chevrontexaco Corp Com
Shares11.8K
Event2026-03-31
Filed2026-04-22
SUB
0.21%Ishares Tr Short-term Natl Mun Bd Etffd
Shares21.4K
Event2026-03-31
Filed2026-04-22
VUG
0.23%Vanguard Index Fds Growth ETF
Shares5.1K
Event2026-03-31
Filed2026-04-22
BAC
6.25%Bank of America Corporation Com
Shares44.4K
Event2026-03-31
Filed2026-04-22
DVY
0.00%iShares Dow Jones Sel Index
Shares13.4K
Event2026-03-31
Filed2026-04-22
WFC
0.73%Wells Fargo & Co New Com
Shares24.0K
Event2026-03-31
Filed2026-04-22
IJJ
0.00%iShares 400/Barra Value
Shares14.1K
Event2026-03-31
Filed2026-04-22
NVDA
20.23%Nvidia Corp
Shares10.7K
Event2026-03-31
Filed2026-04-22
IVW
-1.90%iShares S&P 500/Barra Grwth
Shares15.5K
Event2026-03-31
Filed2026-04-22
MUB
21.02%iShares S&P Nat Muni Bond Fund
Shares15.9K
Event2026-03-31
Filed2026-04-22
MCD
0.00%McDonalds Corp Com
Shares5.3K
Event2026-03-31
Filed2026-04-22
AGG
-3.78%iShares US Aggregate Bd Fund ETF
Shares16.4K
Event2026-03-31
Filed2026-04-22
GLD
-0.60%SPDR Gold Trust Gold Shs
Shares3.6K
Event2026-03-31
Filed2026-04-22
IEMG
17.46%iShares Core MSCI Emerging Markets ETF
Shares21.1K
Event2026-03-31
Filed2026-04-22
VOOG
0.00%Vanguard 500 Grwth Index Fund #3341
Shares3.3K
Event2026-03-31
Filed2026-04-22
CSCO
-1.06%Cisco Sys Inc Com
Shares16.8K
Event2026-03-31
Filed2026-04-22
ILCG
0.01%iShares Tr Large Grwth
Shares13.5K
Event2026-03-31
Filed2026-04-22
DBEF
-0.78%Deutsche X-Trackers MSCI Eafe Hedged Equity ETF
Shares25.7K
Event2026-03-31
Filed2026-04-22
UNP
-7.19%Union Pac Corp Com
Shares5.2K
Event2026-03-31
Filed2026-04-22
DFAS
-0.05%DFA Tax-Mng US Sml Cap ETF
Shares17.6K
Event2026-03-31
Filed2026-04-22
VTV
-0.53%Vanguard Value ETF
Shares6.4K
Event2026-03-31
Filed2026-04-22
WMT
2.25%Wal Mart Stores Inc Com
Shares9.6K
Event2026-03-31
Filed2026-04-22
VTEB
-0.31%Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf
Shares23.8K
Event2026-03-31
Filed2026-04-22
VCSH
0.34%Vanguard Scottsdale Funds Short-Term Corp Bd
Shares14.7K
Event2026-03-31
Filed2026-04-22
SPSB
0.13%SPDR Barclarys Short-Term Corporate Bond FD
Shares38.2K
Event2026-03-31
Filed2026-04-22
KO
0.00%Coca Cola Co Com
Shares15.0K
Event2026-03-31
Filed2026-04-22
PEP
-1.37%Pepsico Inc Com
Shares7.2K
Event2026-03-31
Filed2026-04-22
XOM
0.00%Exxon Mobil Corp Com
Shares6.6K
Event2026-03-31
Filed2026-04-22
VEA
-0.78%Vanguard FTSE Developed Markets
Shares17.2K
Event2026-03-31
Filed2026-04-22
VO
8.62%Vanguard Index Fds Mid Cap ETF
Shares3.7K
Event2026-03-31
Filed2026-04-22
Broadcom Inc
20.44%Broadcom Inc
Shares3.2K
Event2026-03-31
Filed2026-04-22
IWM
-3.35%iShares Tr Russell 2000 X FD
Shares4.0K
Event2026-03-31
Filed2026-04-22
HON
-3.85%Honeywell Intl Inc Com
Shares4.2K
Event2026-03-31
Filed2026-04-22
VOE
3.82%Vanguard Index Funds Mid-Cap Value Etf
Shares5.1K
Event2026-03-31
Filed2026-04-22
DGRO
2.34%Ishares Trust Core Dividend Growth Etf
Shares13.2K
Event2026-03-31
Filed2026-04-22
Blackrock Inc New
3.77%Blackrock Inc New
Shares964
Event2026-03-31
Filed2026-04-22
CMI
1.90%Cummins Inc Com
Shares1.7K
Event2026-03-31
Filed2026-04-22
Ishares Gold Trust ETF
0.00%Ishares Gold Trust ETF
Shares10.3K
Event2026-03-31
Filed2026-04-22
LOW
-0.13%Lowes Cos Inc Com
Shares3.8K
Event2026-03-31
Filed2026-04-22
Merck & Co Inc New Com
2.78%Merck & Co Inc New Com
Shares7.4K
Event2026-03-31
Filed2026-04-22
TRV
0.00%Travelers Cos (St Paul Cos)
Shares3.0K
Event2026-03-31
Filed2026-04-22
DFAT
0.00%DFA Tax Managed US Targeted Value Fund ETF
Shares13.9K
Event2026-03-31
Filed2026-04-22
RTX
0.00%Raytheon Technologies Corp COMMON
Shares4.4K
Event2026-03-31
Filed2026-04-22
EMR
0.00%Emerson Elec Co Com
Shares6.5K
Event2026-03-31
Filed2026-04-22
MS
2.00%Morgan Stanley
Shares5.1K
Event2026-03-31
Filed2026-04-22
FIXD
23.56%First Tr Exchange
Shares19.1K
Event2026-03-31
Filed2026-04-22
General Dynamics Corp Com
0.00%General Dynamics Corp Com
Shares2.3K
Event2026-03-31
Filed2026-04-22
VNQ
0.53%Vanguard Sector Index Fds
Shares9.0K
Event2026-03-31
Filed2026-04-22
FYT
-8.95%First Trust Exchange-Traded Alphadex Fund Small Cap Value
Shares12.2K
Event2026-03-31
Filed2026-04-22
Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf
36.17%Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf
Shares3.9K
Event2026-03-31
Filed2026-04-22
SCHD
0.00%Schwab Strategic Tr US Dividend Eq
Shares24.5K
Event2026-03-31
Filed2026-04-22
BIV
0.53%Vanguard Intermediate
Shares9.7K
Event2026-03-31
Filed2026-04-22
USB
0.00%US Bancorp Inc
Shares14.0K
Event2026-03-31
Filed2026-04-22
HYS
-0.70%Pimco Trust 0-5 Yr Exchange
Shares7.7K
Event2026-03-31
Filed2026-04-22
EEM
-2.37%iShares-Trks MSCI Mkt X
Shares12.6K
Event2026-03-31
Filed2026-04-22
AMAT
1.31%Applied Matls Inc Com
Shares2.1K
Event2026-03-31
Filed2026-04-22
MBB
-0.19%iShares Tr MBS ETF
Shares7.5K
Event2026-03-31
Filed2026-04-22
VB
8.70%Vanguard Small Cap
Shares2.7K
Event2026-03-31
Filed2026-04-22
SCHP
0.00%Schwab Strategic Trust U.S. Tips Etf
Shares26.3K
Event2026-03-31
Filed2026-04-22
AFL
0.00%AFLAC Inc Com
Shares6.3K
Event2026-03-31
Filed2026-04-22
Linde Plc CORP COMMON
3.66%Linde Plc CORP COMMON
Shares1.4K
Event2026-03-31
Filed2026-04-22
CDNS
-0.61%Cadence Design System Inc
Shares2.5K
Event2026-03-31
Filed2026-04-22
VZ
0.00%Verizon Communications Com
Shares13.4K
Event2026-03-31
Filed2026-04-22
IBM
13.30%International Business MacHscom
Shares2.8K
Event2026-03-31
Filed2026-04-22
VOOV
0.00%Vanguard S & P 500 Value
Shares3.3K
Event2026-03-31
Filed2026-04-22
SLV
0.09%I Shares Silver Trust
Shares9.8K
Event2026-03-31
Filed2026-04-22
HD
6.24%Home Depot Inc Com
Shares2.0K
Event2026-03-31
Filed2026-04-22
SCHB
0.00%Schwab US Broad Market Etf
Shares25.1K
Event2026-03-31
Filed2026-04-22
FMB
268.50%First Trust Managed ETF
Shares12.4K
Event2026-03-31
Filed2026-04-22
IBTH
2.46%Ishares Trust Ibonds Dec 2027 Term Treasury Etf
Shares27.9K
Event2026-03-31
Filed2026-04-22
ABT
7.62%Abbott Labs Com
Shares6.1K
Event2026-03-31
Filed2026-04-22
IWS
0.00%iShares Tr Russell McP Vl
Shares4.2K
Event2026-03-31
Filed2026-04-22
VOT
1.54%Vanguard Mid-Cap Growth ETF
Shares2.4K
Event2026-03-31
Filed2026-04-22
EFV
0.11%iShares Tr MSCI Eafe Value Index FD
Shares8.2K
Event2026-03-31
Filed2026-04-22
VTC
0.00%Vanguard Scottsdale Funds Total Corporate Bond Etf
Shares7.7K
Event2026-03-31
Filed2026-04-22
RPV
0.00%Invesco Exchange-Traded Fund Trust S&p 500 Pure Value Etf
Shares5.4K
Event2026-03-31
Filed2026-04-22
ADP
0.00%Automatic Data Processing Incom
Shares2.9K
Event2026-03-31
Filed2026-04-22
IWR
-0.52%iShares Trust Russell Midcap
Shares5.9K
Event2026-03-31
Filed2026-04-22
DIS
0.43%Disney Walt Co Com Disney
Shares5.9K
Event2026-03-31
Filed2026-04-22
XLE
-0.03%Ishare Sector SPDR Energy
Shares9.1K
Event2026-03-31
Filed2026-04-22
VT
10.63%Vanguard Total World Stk
Shares4.0K
Event2026-03-31
Filed2026-04-22
ICE
8.69%Intercontinental Exchange Incom
Shares3.5K
Event2026-03-31
Filed2026-04-22
PFE
-3.49%Pfizer Inc Com
Shares19.4K
Event2026-03-31
Filed2026-04-22
AMT
-3.13%American Tower Corp Class A
Shares3.2K
Event2026-03-31
Filed2026-04-22
DE
-1.55%Deere & Co Com
Shares955
Event2026-03-31
Filed2026-04-22
MPC
0.00%Marathon Pete Corp Com
Shares2.2K
Event2026-03-31
Filed2026-04-22
VBR
24.57%Vanguard Sm Cap
Shares2.5K
Event2026-03-31
Filed2026-04-22
UNH
3.67%Unitedhealth Group Inc Com
Shares2.0K
Event2026-03-31
Filed2026-04-22
SPYV
-2.93%Spdr Portfolio S&p 500 Value Etf
Shares9.4K
Event2026-03-31
Filed2026-04-22
APH
10.91%Amphenol Corp New Cl A
Shares4.1K
Event2026-03-31
Filed2026-04-22
EFAV
0.00%Ishares Tr Msci Eafe Minimum Volatilityetf
Shares5.7K
Event2026-03-31
Filed2026-04-22
RDVY
37.62%First Trust Exchange-Traded Fund Vi Rising Dividend Achievers Etf
Shares7.3K
Event2026-03-31
Filed2026-04-22
SCHM
-2.41%Schwab US Mid Cap Etf Charles Mc
Shares16.1K
Event2026-03-31
Filed2026-04-22
MMM
0.00%3M Co
Shares3.4K
Event2026-03-31
Filed2026-04-22
NVS
-1.31%Novartis A G Sponsored ADR
Shares3.3K
Event2026-03-31
Filed2026-04-22
Accenture PLC Ireland Shs Class A
-8.08%Accenture PLC Ireland Shs Class A
Shares2.5K
Event2026-03-31
Filed2026-04-22
MGC
0.00%Vanguard Mega Cap 300 ETF
Shares2.1K
Event2026-03-31
Filed2026-04-22
VBK
6.05%Vanguard Sm Cap Grwth ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
NEE
6.66%Nextera Energy Inc FPL
Shares5.1K
Event2026-03-31
Filed2026-04-22
VMBS
35.97%Vanguard Mtg-Backed
Shares10.0K
Event2026-03-31
Filed2026-04-22
SCHX
0.00%Schwab US Large Cap
Shares18.2K
Event2026-03-31
Filed2026-04-22
AVUV
-9.80%American Century Etf Trust Avantis U.S. Small Cap Value
Shares4.2K
Event2026-03-31
Filed2026-04-22
XLK
0.00%Select Sector SPDR Tr Sbi Int-Tech
Shares3.5K
Event2026-03-31
Filed2026-04-22
ED
0.00%Consolidated Edison Inc Com
Shares4.0K
Event2026-03-31
Filed2026-04-22
EOG
13.02%EOG RES Inc Com
Shares3.1K
Event2026-03-31
Filed2026-04-22
PANW
8.88%Palo Alto Networks Inc.
Shares2.8K
Event2026-03-31
Filed2026-04-22
MO
-3.39%Altria Group Inc Com
Shares6.8K
Event2026-03-31
Filed2026-04-22
PSX
0.00%Phillips 66 Com
Shares2.4K
Event2026-03-31
Filed2026-04-22
Duke Energy Corp New Com New
26.21%Duke Energy Corp New Com New
Shares3.4K
Event2026-03-31
Filed2026-04-22
TMO
28.53%Thermo Electron Corp Com
Shares892
Event2026-03-31
Filed2026-04-22
SDOG
0.00%Alps Sector Div. Dogs
Shares6.7K
Event2026-03-31
Filed2026-04-22
TPL
0.00%Texas Pacific Land Corporation
Shares900
Event2026-03-31
Filed2026-04-22
CCEP
0.00%Coca-Cola European Partners PLC, London Shs
Shares4.7K
Event2026-03-31
Filed2026-04-22
VXUS
-4.40%Vanguard Star Funds Total International Stock Etf
Shares5.5K
Event2026-03-31
Filed2026-04-22
IWD
11.88%iShares Tr Russell1000val
Shares1.9K
Event2026-03-31
Filed2026-04-22
PM
0.00%Philip Morris Intl Inc Com
Shares2.5K
Event2026-03-31
Filed2026-04-22
CAT
0.00%Caterpillar Inc Del Com
Shares579
Event2026-03-31
Filed2026-04-22
ESGV
0.25%Vanguard World Fund Esg U.S. Stock Etf
Shares3.6K
Event2026-03-31
Filed2026-04-22
MA
-10.51%Mastercard Inc Cl A
Shares809
Event2026-03-31
Filed2026-04-22
QCOM
0.00%Qualcomm Inc Com
Shares3.1K
Event2026-03-31
Filed2026-04-22
VMI
-0.98%Valmont Inds Inc Com
Shares1.0K
Event2026-03-31
Filed2026-04-22
SDVY
45.93%First Trust Mid cap Rising Dividend ETF
Shares10.2K
Event2026-03-31
Filed2026-04-22
ZTS
-5.56%Zoetis Inc Cl A
Shares3.4K
Event2026-03-31
Filed2026-04-22
ORCL
12.82%Oracle Corp Com
Shares2.7K
Event2026-03-31
Filed2026-04-22
IWF
-8.92%iShares Tr Russell1000grw
Shares929
Event2026-03-31
Filed2026-04-22
PAYX
0.00%Paychex Inc Com
Shares4.2K
Event2026-03-31
Filed2026-04-22
CRM
20.06%Salesforce Com Inc
Shares2.0K
Event2026-03-31
Filed2026-04-22
SO
0.00%Southern Co Com
Shares3.9K
Event2026-03-31
Filed2026-04-22
SCHH
-0.65%Schwab U.S. REIT ETF
Shares17.3K
Event2026-03-31
Filed2026-04-22
RUNN
0.00%Strategic Trust Running Oak Efficient Growth Etf
Shares11.5K
Event2026-03-31
Filed2026-04-22
TXN
3.14%Texas Instruments Inc
Shares1.9K
Event2026-03-31
Filed2026-04-22
IBTI
4.33%Ishares Trust Ibonds Dec 2028 Term Treasury Etf
Shares16.2K
Event2026-03-31
Filed2026-04-22
IEF
0.00%iShares Lehman 7-10 Yr Index
Shares3.7K
Event2026-03-31
Filed2026-04-22
General Electric Co
0.00%General Electric Co
Shares1.2K
Event2026-03-31
Filed2026-04-22
NOC
0.00%Northrop Grumman Corp Com
Shares503
Event2026-03-31
Filed2026-04-22
Marvell Technology Group Ltd
8.51%Marvell Technology Group Ltd
Shares3.5K
Event2026-03-31
Filed2026-04-22
PLD
6.75%Prologis INC Reit
Shares2.6K
Event2026-03-31
Filed2026-04-22
SPHY
0.00%Spdr Series Trust State Street Portfolio High Yield Bond Etf
Shares14.4K
Event2026-03-31
Filed2026-04-22
WM
0.00%Waste Mgmt Inc Del Com
Shares1.5K
Event2026-03-31
Filed2026-04-22
T
0.00%AT&T Inc Com
Shares11.4K
Event2026-03-31
Filed2026-04-22
INTC
1.73%Intel Corp Com
Shares7.4K
Event2026-03-31
Filed2026-04-22
BSV
11.58%Vanguard Short Term Bond
Shares4.0K
Event2026-03-31
Filed2026-04-22
ENB
0.00%Enbridge Inc Com
Shares5.8K
Event2026-03-31
Filed2026-04-22
BSCT
0.00%Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond Etf
Shares16.6K
Event2026-03-31
Filed2026-04-22
BNDX
1.31%Vanguard Charlotte Funds Total Intl Bd ETF
Shares6.4K
Event2026-03-31
Filed2026-04-22
FVD
-0.35%First Tr Value Line Divid
Shares6.5K
Event2026-03-31
Filed2026-04-22
AEP
0.00%American Elec Pwr Inc Com
Shares2.3K
Event2026-03-31
Filed2026-04-22
AVEM
0.00%American Century Etf Trust Avantis Emerging Markets Equity
Shares3.7K
Event2026-03-31
Filed2026-04-22
LH
3.02%Laboratory Corp of Amer Hldgs
Shares1.1K
Event2026-03-31
Filed2026-04-22
MAR
0.00%Marriott Intl Inc New Cl A
Shares895
Event2026-03-31
Filed2026-04-22
BSCV
0.00%Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond Etf
Shares17.6K
Event2026-03-31
Filed2026-04-22
SYK
31.04%Stryker Corp Com
Shares878
Event2026-03-31
Filed2026-04-22
PSA
7.04%Public Storage
Shares1.1K
Event2026-03-31
Filed2026-04-22
ECL
0.00%Ecolab Inc
Shares1.1K
Event2026-03-31
Filed2026-04-22
BSCR
0.00%Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2027 Corporate Bond Etf
Shares14.6K
Event2026-03-31
Filed2026-04-22
Eaton Corp PLC Shs
40.35%Eaton Corp PLC Shs
Shares793
Event2026-03-31
Filed2026-04-22
STIP
0.00%IShares TR 0-5 YR Tips ETF
Shares2.7K
Event2026-03-31
Filed2026-04-22
Medtronic, Inc.
5.31%Medtronic, Inc.
Shares3.3K
Event2026-03-31
Filed2026-04-22
TSLA
36.43%Tesla Inc
Shares749
Event2026-03-31
Filed2026-04-22
GEV
0.00%GE Vernova Inc
Shares317
Event2026-03-31
Filed2026-04-22
CGGR
1.87%Capital Group Growth Etf
Shares6.8K
Event2026-03-31
Filed2026-04-22
FYC
0.00%First Trust Small Cap Growth Alphadex
Shares2.8K
Event2026-03-31
Filed2026-04-22
IUSB
5.69%Ishares Core Total Usd Bond Market Etf
Shares5.9K
Event2026-03-31
Filed2026-04-22
AVUS
0.00%American Century Etf Trust Avantis U.S. Equity
Shares2.5K
Event2026-03-31
Filed2026-04-22
ITW
0.00%Illinois Tool Wks Inc Com
Shares1.0K
Event2026-03-31
Filed2026-04-22
TD
0.00%Toronto Dominion Bank
Shares2.9K
Event2026-03-31
Filed2026-04-22
VIGI
59.35%Vanguard International Dividend Appreciation
Shares3.0K
Event2026-03-31
Filed2026-04-22
XMLV
0.00%Invesco S&p Midcap Low Volatility Etf Invsc S P
Shares4.2K
Event2026-03-31
Filed2026-04-22
SCHW
0.00%Schwab Charles Corp New Com
Shares2.8K
Event2026-03-31
Filed2026-04-22
WSM
0.00%Williams Sonoma Inc
Shares1.4K
Event2026-03-31
Filed2026-04-22
PNC
13.70%PNC Financial Services Group Inc
Shares1.2K
Event2026-03-31
Filed2026-04-22
DEUS
1.76%Dbx Etf Trust Xtrackers Russell US Multifactor
Shares4.3K
Event2026-03-31
Filed2026-04-22
TDG
0.00%Transdigm Group Inc Common
Shares219
Event2026-03-31
Filed2026-04-22
J
-17.20%Jacobs Solutions INC CORP COMMON
Shares2.0K
Event2026-03-31
Filed2026-04-22
SBUX
0.00%Starbucks Corp Com
Shares2.8K
Event2026-03-31
Filed2026-04-22
GM
0.00%General Mtrs Co Com
Shares3.4K
Event2026-03-31
Filed2026-04-22
JPST
0.00%J.P. Morgan Exchange-Traded Fund Trust JPMorgan Ultra-Short Income Etf
Shares4.9K
Event2026-03-31
Filed2026-04-22
SCHG
0.00%Schwab Strategic Trust U.S. Large-Cap Growth Etf
Shares8.5K
Event2026-03-31
Filed2026-04-22
XLF
0.00%Select Sector SPDR Tr Sbi Int-Finl
Shares5.0K
Event2026-03-31
Filed2026-04-22
OKE
0.00%Oneok Inc New Com
Shares2.7K
Event2026-03-31
Filed2026-04-22
GWW
0.00%Grainger W W Inc Com
Shares225
Event2026-03-31
Filed2026-04-22
Citigroup Inc Com New
-14.19%Citigroup Inc Com New
Shares2.1K
Event2026-03-31
Filed2026-04-22
SLYV
0.04%SPDR DJ Wilshire Sm Cap
Shares2.5K
Event2026-03-31
Filed2026-04-22
TJX
-7.82%TJX Cos Inc New Com
Shares1.5K
Event2026-03-31
Filed2026-04-22
VTIP
3.74%Vanguard Sh-Term Inf
Shares4.7K
Event2026-03-31
Filed2026-04-22
ADBE
-20.71%Adobe Systems Inc
Shares965
Event2026-03-31
Filed2026-04-22
NUV
0.00%Nuveen Mun Value FD Inc Com
Shares26.0K
Event2026-03-31
Filed2026-04-22
VEU
0.00%Vanguard International Equity Ftse
Shares3.1K
Event2026-03-31
Filed2026-04-22
TSM
0.00%Taiwan Semiconductor Mfg Ltdsponsored ADR
Shares691
Event2026-03-31
Filed2026-04-22
ITOT
18.54%Ishares Trust S & P 1500 Total US Stock Market Etf
Shares1.6K
Event2026-03-31
Filed2026-04-22
TGT
0.00%Target Corp
Shares1.9K
Event2026-03-31
Filed2026-04-22
COP
4.27%Conocophillips Com
Shares1.7K
Event2026-03-31
Filed2026-04-22
TLT
0.00%Ishares Lehman 20 Year Pls Treasury Bnd Etf
Shares2.6K
Event2026-03-31
Filed2026-04-22
FEMS
0.00%First Trust Emerging Markets Small Cap Aphadex ETF
Shares4.9K
Event2026-03-31
Filed2026-04-22
TIP
0.00%iShares Tr US Treas Inflatio
Shares2.0K
Event2026-03-31
Filed2026-04-22
CASY
4.84%Casey's General Stores Inc
Shares303
Event2026-03-31
Filed2026-04-22
SPYM
0.00%Spdr Series Trust Portfolio Large Cap Etf
Shares2.9K
Event2026-03-31
Filed2026-04-22
AMGN
11.91%Amgen Inc Com
Shares620
Event2026-03-31
Filed2026-04-22
NOW
-6.18%Servicenow Inc Common
Shares2.0K
Event2026-03-31
Filed2026-04-22
SYY
0.00%Sysco Corp Com
Shares2.9K
Event2026-03-31
Filed2026-04-22
VSGX
0.00%Vanguard World Fund Esg International Stock Etf
Shares2.9K
Event2026-03-31
Filed2026-04-22
IHI
0.00%iShares US Medical
Shares3.8K
Event2026-03-31
Filed2026-04-22
SDY
0.00%SPDR Ser Tr S&P Divid ETF
Shares1.4K
Event2026-03-31
Filed2026-04-22
LMBS
9.33%First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf
Shares4.1K
Event2026-03-31
Filed2026-04-22
UBER
-20.17%Uber Technologies INC CORP COMMON
Shares2.8K
Event2026-03-31
Filed2026-04-22
DUHP
-0.41%Dimensional Etf Trust US High Profitability
Shares5.5K
Event2026-03-31
Filed2026-04-22
DVYE
0.00%Ishares Inc. Emerging Markets Dividend Etf
Shares5.8K
Event2026-03-31
Filed2026-04-22
VCIT
3.31%Vanguard Intrmdiate-Term Bd
Shares2.4K
Event2026-03-31
Filed2026-04-22
CGGO
2.61%Capital Group Global Growth Equity Etf
Shares5.9K
Event2026-03-31
Filed2026-04-22
VGT
0.00%Vanguard World Fds Inf Tech ETF
Shares277
Event2026-03-31
Filed2026-04-22
TMUS
67.71%T-mobile US INC T Mobile CORP COMMON
Shares914
Event2026-03-31
Filed2026-04-22
CIBR
7.42%First Trust Nasdaq Cybersecurity Etf Cybrscrty
Shares3.0K
Event2026-03-31
Filed2026-04-22
ISRG
0.00%Intuitive Surgical Inc
Shares403
Event2026-03-31
Filed2026-04-22
LMT
-1.97%Lockheed Martin Corp Com
Shares298
Event2026-03-31
Filed2026-04-22
SCHA
-7.86%Schwab Strategic Trust U.S. Small-Cap Etf
Shares6.2K
Event2026-03-31
Filed2026-04-22
VYM
-1.62%Vanguard High Div Yield
Shares1.2K
Event2026-03-31
Filed2026-04-22
KLAC
0.00%KLA-Tencor Corp Com
Shares121
Event2026-03-31
Filed2026-04-22
APUE
0.00%Trust For Professional Managers Activepassive U.S. Equity Etf
Shares4.4K
Event2026-03-31
Filed2026-04-22
NFLX
58.51%Netflix INC CORP COMMON
Shares1.8K
Event2026-03-31
Filed2026-04-22
VV
-4.15%Vanguard Index Funds Large Cap Etf
Shares578
Event2026-03-31
Filed2026-04-22
ALL
0.00%Allstate Corp Com
Shares831
Event2026-03-31
Filed2026-04-22
NKE
0.00%Nike Inc Cl B
Shares3.2K
Event2026-03-31
Filed2026-04-22
MTUM
0.00%iShares MSCI USA Momentum Factor
Shares703
Event2026-03-31
Filed2026-04-22
AMD
71.88%Advanced Micro Devices Inc
Shares825
Event2026-03-31
Filed2026-04-22
CMCSA
0.00%Comcast
Shares5.8K
Event2026-03-31
Filed2026-04-22
ASML
0.00%Asml Holding Nv ADR Rep CORP COMMON
Shares126
Event2026-03-31
Filed2026-04-22
CB
0.00%Chubb Limited
Shares509
Event2026-03-31
Filed2026-04-22
Blackstone Group INC CLASS A CORP COMMON
18.01%Blackstone Group INC CLASS A CORP COMMON
Shares1.4K
Event2026-03-31
Filed2026-04-22
SHEL
-2.43%Shell Plc ADR
Shares1.8K
Event2026-03-31
Filed2026-04-22
Alerian MLP ETF
0.00%Alerian MLP ETF
Shares3.1K
Event2026-03-31
Filed2026-04-22
STT
0.00%State Str Corp Com
Shares1.3K
Event2026-03-31
Filed2026-04-22
KNG
-52.69%First Trust Exchange-Traded Fund Iv Ft Vest S&p 500 Dividend Aristocrats Target Income Etf
Shares3.4K
Event2026-03-31
Filed2026-04-22
ATO
0.00%ATMOS Energy Corp Com
Shares881
Event2026-03-31
Filed2026-04-22
MMIT
NewNew York Life Investments Active Etf Trust Nyli Mackay Muni Intermediate
Shares6.7K
Event2026-03-31
Filed2026-04-22
FDL
0.00%First Trust Morningstar
Shares3.2K
Event2026-03-31
Filed2026-04-22
IJK
0.00%iShares Midcap 400/Barra
Shares1.6K
Event2026-03-31
Filed2026-04-22
BIL
23.87%Spdr Series Trust State Street Bloomberg 1-3 Month T-Bill Etf
Shares1.7K
Event2026-03-31
Filed2026-04-22
UCON
26.03%First Trust TCW Unconstrained Plus Bond ETF
Shares6.1K
Event2026-03-31
Filed2026-04-22
WMB
0.00%Williams Cos Inc Del Com
Shares2.1K
Event2026-03-31
Filed2026-04-22
PREF
0.00%Principal Spectrum Prefered Securites ETF
Shares7.9K
Event2026-03-31
Filed2026-04-22
FSMB
0.00%First Trust Exchange-Traded Fund Iii Short Duration Managed Municipal Etf
Shares7.4K
Event2026-03-31
Filed2026-04-22
IHDG
2.50%Wisdomtree International Hedged Quality Dividend Growth Fund
Shares3.1K
Event2026-03-31
Filed2026-04-22
BUFR
-2.88%First Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf
Shares4.3K
Event2026-03-31
Filed2026-04-22
UITB
0.00%Victory Portfolios Ii Victoryshares Core Intermediate Bond Etf
Shares3.1K
Event2026-03-31
Filed2026-04-22
SPGI
-6.39%S&p Global Inc Ordinary Shares
Shares337
Event2026-03-31
Filed2026-04-22
QUAL
0.00%IShares MSCI USA Qlty
Shares745
Event2026-03-31
Filed2026-04-22
VMO
0.00%Invesco Van Kampen Mun
Shares15.0K
Event2026-03-31
Filed2026-04-22
VONG
-7.93%Vanguard Russell 1000 Growth Etf
Shares1.3K
Event2026-03-31
Filed2026-04-22
NOBL
3.87%Proshares Trust S&p 500 Dividend Aristocrats Etf
Shares1.3K
Event2026-03-31
Filed2026-04-22
BMY
0.00%Bristol Myers Squibb Co Com
Shares2.3K
Event2026-03-31
Filed2026-04-22
IDVO
0.00%Amplify Etf Trust Cwp International Enhanced Dividend Income
Shares3.4K
Event2026-03-31
Filed2026-04-22
SCHY
12.83%Schwab Strategic Trust International Dividend Equity Etf
Shares4.4K
Event2026-03-31
Filed2026-04-22
IMCG
-20.95%Ishares Trust Morningstar Mid-Cap Growth Etf
Shares1.8K
Event2026-03-31
Filed2026-04-22
SCHE
-2.93%Schw Emg Mkt Eq ETF
Shares4.1K
Event2026-03-31
Filed2026-04-22
INTU
-21.59%Intuit Com
Shares316
Event2026-03-31
Filed2026-04-22
DFAC
-3.33%DFA T.A. US Core Equity Fund ETF
Shares3.5K
Event2026-03-31
Filed2026-04-22
MU
-3.39%Micron Technology Inc
Shares399
Event2026-03-31
Filed2026-04-22
LHX
10.17%L3harris Technologies INC CORP COMMON
Shares390
Event2026-03-31
Filed2026-04-22
GILD
15.56%Gilead Sciences Stock
Shares958
Event2026-03-31
Filed2026-04-22
MDLZ
23.82%Mondelez Intl Inc Cl A
Shares2.3K
Event2026-03-31
Filed2026-04-22
NXPI
0.00%NXP Semiconductors NV
Shares672
Event2026-03-31
Filed2026-04-22
XMHQ
0.00%Invesco Exchange-Traded Fund Trust S&p Midcap Quality Etf
Shares1.3K
Event2026-03-31
Filed2026-04-22
CL
0.00%Colgate Palmolive Co Com
Shares1.5K
Event2026-03-31
Filed2026-04-22
GS
0.00%Goldman Sachs Group Inc Com
Shares151
Event2026-03-31
Filed2026-04-22
DIA
0.00%SPDR Dow Jones Indl Avrg ETF ut Ser 1
Shares273
Event2026-03-31
Filed2026-04-22
IVOO
0.00%Vanguard S&P Mid Cap
Shares1.1K
Event2026-03-31
Filed2026-04-22
HAS
-0.81%Hasbro Inc
Shares1.3K
Event2026-03-31
Filed2026-04-22
DFIC
-42.81%Dimensional Etf Trust International Core Equity 2
Shares3.5K
Event2026-03-31
Filed2026-04-22
PGR
-21.96%Progressive Corp OH
Shares622
Event2026-03-31
Filed2026-04-22
KAT
0.00%Advisors Series Trust Scharf Etf
Shares2.3K
Event2026-03-31
Filed2026-04-22
UPS
10.28%United Parcel Service Inc
Shares1.2K
Event2026-03-31
Filed2026-04-22
KEYS
-36.88%Keysight Technologies Inc
Shares433
Event2026-03-31
Filed2026-04-22
SCHF
-7.23%Schw Intl Eq ETF
Shares4.9K
Event2026-03-31
Filed2026-04-22
SCHV
-7.61%Schwab US Large Cap Value ETF
Shares4.0K
Event2026-03-31
Filed2026-04-22
FTCS
0.00%First Trust Capital Strength ETF
Shares1.3K
Event2026-03-31
Filed2026-04-22
FCX
7.89%Freeport-McMoran Copper
Shares2.0K
Event2026-03-31
Filed2026-04-22
LYB
0.00%Lyondellbasell Industrie
Shares1.5K
Event2026-03-31
Filed2026-04-22
AJG
0.00%Arthur J Gallagher Co
Shares543
Event2026-03-31
Filed2026-04-22
IBDR
0.00%iShares iBonds Dec 2026 Term Corporate
Shares4.8K
Event2026-03-31
Filed2026-04-22
APD
1.52%Air Prods & Chems Inc Com
Shares401
Event2026-03-31
Filed2026-04-22
COF
46.10%Capital One Finl Corp Com
Shares637
Event2026-03-31
Filed2026-04-22
IBTJ
14.87%Ishares Trust Ibonds Dec 2029 Term Treasury Etf
Shares5.3K
Event2026-03-31
Filed2026-04-22
DFIV
-2.11%DFA Tax Managed International Value ETF
Shares2.2K
Event2026-03-31
Filed2026-04-22
ORLY
20.95%O'Reilly Automotive Inc
Shares1.2K
Event2026-03-31
Filed2026-04-22
Wisconsin Energy Corp.
0.00%Wisconsin Energy Corp.
Shares982
Event2026-03-31
Filed2026-04-22
GSK PLc Sponsored ADR
-22.24%GSK PLc Sponsored ADR
Shares2.1K
Event2026-03-31
Filed2026-04-22
KIM
0.00%Kimco Realty Corp
Shares5.0K
Event2026-03-31
Filed2026-04-22
SGOV
NewIshares Trust 0-3 Month Treasury Bond Etf
Shares1.1K
Event2026-03-31
Filed2026-04-22
GDX
0.00%Vaneck Vectors Gold Miners Etf
Shares1.2K
Event2026-03-31
Filed2026-04-22
DG
-29.04%Dollar General Corp
Shares926
Event2026-03-31
Filed2026-04-22
CME
28.13%CME Group Inc Class A
Shares369
Event2026-03-31
Filed2026-04-22
EFG
0.00%Ishares MSCI Eafe Growth Index ETF
Shares973
Event2026-03-31
Filed2026-04-22
JEPI
0.00%J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf
Shares1.9K
Event2026-03-31
Filed2026-04-22
XLB
0.00%Materials Sel Sect SPDR
Shares2.1K
Event2026-03-31
Filed2026-04-22
AMP
21.72%Ameriprise Finl Inc Com
Shares241
Event2026-03-31
Filed2026-04-22
IWP
0.00%iShares Tr Russell McP Gr
Shares820
Event2026-03-31
Filed2026-04-22
IGSB
0.00%iShares Barclays 1-3 Yr Cr
Shares2.0K
Event2026-03-31
Filed2026-04-22
IBTG
-75.14%Ishares Trust Ibonds Dec 2026 Term Treasury Etf
Shares4.5K
Event2026-03-31
Filed2026-04-22
SHM
4.74%Spdr Series Trust State Street Nuveen Ice Short Term Municipal Bond Etf
Shares2.2K
Event2026-03-31
Filed2026-04-22
JAVA
0.00%J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Value Etf
Shares1.4K
Event2026-03-31
Filed2026-04-22
Apollo Global Management Inc Class A
14.50%Apollo Global Management Inc Class A
Shares924
Event2026-03-31
Filed2026-04-22
VTWO
66.13%Vanguard Russell 2000 Index ETF
Shares1.0K
Event2026-03-31
Filed2026-04-22
JCPB
0.00%J.P. Morgan Exchange-Traded Fund Trust JPMorgan Core Plus Bond Etf
Shares2.2K
Event2026-03-31
Filed2026-04-22
XEL
0.00%XCEL Energy Inc Com
Shares1.3K
Event2026-03-31
Filed2026-04-22
PH
0.00%Parker Hannifin Corp
Shares113
Event2026-03-31
Filed2026-04-22
PLTR
52.70%Palantir Tech
Shares678
Event2026-03-31
Filed2026-04-22
Canadian Pac Ry LTD BDR
0.00%Canadian Pac Ry LTD BDR
Shares1.3K
Event2026-03-31
Filed2026-04-22
VGK
-19.17%Vanguard Intl Equity Index
Shares1.2K
Event2026-03-31
Filed2026-04-22
CAH
-9.57%Cardinal Health Inc Com
Shares444
Event2026-03-31
Filed2026-04-22
HCA
-11.26%Hca Hldgs Inc Common
Shares197
Event2026-03-31
Filed2026-04-22
GPC
0.00%Genuine Parts Co Com
Shares871
Event2026-03-31
Filed2026-04-22
VNQI
0.00%Vanguard International Equity Index Funds Global ex-U.S. Real Estate Etf
Shares2.0K
Event2026-03-31
Filed2026-04-22
GRID
0.00%First Trust NASDAQ Clean Edge Smart Grid Index
Shares554
Event2026-03-31
Filed2026-04-22
Arista Networks Inc NPV
18.52%Arista Networks Inc NPV
Shares736
Event2026-03-31
Filed2026-04-22
SAP
9.87%Sap Aktiengesellschaft Sponsored ADR
Shares523
Event2026-03-31
Filed2026-04-22
LGOV
37.08%First Trust Exchange-Traded Fund Iv Long Duration Opportunities Etf
Shares4.1K
Event2026-03-31
Filed2026-04-22
AGGY
0.00%Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre Etf
Shares2.1K
Event2026-03-31
Filed2026-04-22
WELL
0.00%Welltower Inc
Shares450
Event2026-03-31
Filed2026-04-22
FTA
0.00%First Tr Large Cap Valuealphadex Fund Common Shs
Shares963
Event2026-03-31
Filed2026-04-22
EQWL
0.00%Invesco Exchange-Traded Fund Trust S&p 100 Equal Weight Etf
Shares766
Event2026-03-31
Filed2026-04-22
BOND
0.00%PIMCO Active Bond ETF
Shares956
Event2026-03-31
Filed2026-04-22
VRT
47.48%Vertiv Holdings Class A
Shares351
Event2026-03-31
Filed2026-04-22
XLP
0.00%Cons Staple Sector SPDR
Shares1.1K
Event2026-03-31
Filed2026-04-22
BUD
0.00%Anheuser Busch Inbev SA/NV Sponsored ADR
Shares1.3K
Event2026-03-31
Filed2026-04-22
URI
142.86%United Rentals INC Rental CORP COMMON
Shares119
Event2026-03-31
Filed2026-04-22
IWL
0.00%iShares Rusell Top 200
Shares537
Event2026-03-31
Filed2026-04-22
FAST
0.00%Fastenal Co Com
Shares1.9K
Event2026-03-31
Filed2026-04-22
PFG
0.00%Principal Financial Group Incom
Shares951
Event2026-03-31
Filed2026-04-22
ADI
0.00%Analog Devices Inc Com
Shares267
Event2026-03-31
Filed2026-04-22
DOV
0.00%Dover Corp Com
Shares400
Event2026-03-31
Filed2026-04-22
RYAAY
0.00%Ryanair Holdings PLC
Shares1.4K
Event2026-03-31
Filed2026-04-22
DELL
29.06%Dell Technologies Inc Ordinary Shares - Class C
Shares493
Event2026-03-31
Filed2026-04-22
DEO
56.17%Diageo P L C Spon ADR New
Shares1.1K
Event2026-03-31
Filed2026-04-22
IGIB
0.00%iShares Barclays Intermediate Cr Bd
Shares1.5K
Event2026-03-31
Filed2026-04-22
BSX
-13.21%Boston Scientific Corp Common
Shares1.2K
Event2026-03-31
Filed2026-04-22
NDSN
0.00%Nordson Corp
Shares290
Event2026-03-31
Filed2026-04-22
IBDS
0.00%iShares iBonds Dec 2027 Term Corporate
Shares3.2K
Event2026-03-31
Filed2026-04-22
Apache Corporation
0.00%Apache Corporation
Shares1.8K
Event2026-03-31
Filed2026-04-22
APIE
0.00%Trust For Professional Managers Activepassive International Equity Etf
Shares2.1K
Event2026-03-31
Filed2026-04-22
MQY
NewBlackrock, Inc. (US) Blackrock Muniyield Quality Fund, Inc
Shares6.8K
Event2026-03-31
Filed2026-04-22
SHW
-3.70%Sherwin Williams CO Sherwin Williams CORP COMMON
Shares234
Event2026-03-31
Filed2026-04-22
USMV
0.00%iShares MSCI USA Minimum Volatility ETF
Shares805
Event2026-03-31
Filed2026-04-22
HSY
0.00%Hershey Co Com
Shares359
Event2026-03-31
Filed2026-04-22
GOCT
0.00%First Tr Exchange Traded Fd Viii Ft Vest Us Equity Moderate Buffer ETF
Shares1.9K
Event2026-03-31
Filed2026-04-22
HLN
0.00%Haleon PLC Spon ADS ADR
Shares7.4K
Event2026-03-31
Filed2026-04-22
XCEM
0.00%Columbia Etf Trust Ii Em Core ex-China
Shares1.8K
Event2026-03-31
Filed2026-04-22
JHMM
0.00%John Hancock Exchange-Traded Fund Trust Multifactor Mid Cap Etf
Shares1.1K
Event2026-03-31
Filed2026-04-22
CMG
84.48%Chipotle Mexican Grill Inc
Shares2.3K
Event2026-03-31
Filed2026-04-22
PFFD
0.00%GLOBAL X U.S. PREFERRED ETF
Shares4.0K
Event2026-03-31
Filed2026-04-22
APCB
0.00%Trust For Professional Managers Activepassive Core Bond Etf
Shares2.5K
Event2026-03-31
Filed2026-04-22
O
0.00%Realty Income Corp
Shares1.2K
Event2026-03-31
Filed2026-04-22
MAS
0.00%Masco Corp Common
Shares1.2K
Event2026-03-31
Filed2026-04-22
CGXU
0.00%Capital Group International Focus Equity Etf
Shares2.4K
Event2026-03-31
Filed2026-04-22
FTGS
0.00%First Trust Exchange-Traded Fund Growth Strength Etf
Shares2.1K
Event2026-03-31
Filed2026-04-22
FDX
155.13%FedEx Corp Com
Shares199
Event2026-03-31
Filed2026-04-22
GIS
0.00%General Mls Inc Com
Shares1.9K
Event2026-03-31
Filed2026-04-22
JEPQ
0.00%J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income Etf
Shares1.3K
Event2026-03-31
Filed2026-04-22
SPHQ
0.22%Invesco Exchange-Traded Fund Trust S&p 500 Quality Etf
Shares925
Event2026-03-31
Filed2026-04-22
Solstice Advanced Materials
NewSolstice Advanced Materials
Shares900
Event2026-03-31
Filed2026-04-22
USIG
5.96%Ishares Trust Broad USD Investment Grade Corporate Bond Etf
Shares1.3K
Event2026-03-31
Filed2026-04-22
IJT
0.00%iShares Smallcap 600/Barra V
Shares471
Event2026-03-31
Filed2026-04-22
Qnity Electronics Inc Common Stock
NewQnity Electronics Inc Common Stock
Shares586
Event2026-03-31
Filed2026-04-22
KMB
0.00%Kimberly Clark Corp Com
Shares700
Event2026-03-31
Filed2026-04-22
BAX
0.00%Baxter Intl Inc Com
Shares4.0K
Event2026-03-31
Filed2026-04-22
CARR
92.69%Carrier Global Corp COMMON
Shares1.2K
Event2026-03-31
Filed2026-04-22
HIG
0.00%Hartford Finl Svcs Group Inccom
Shares492
Event2026-03-31
Filed2026-04-22
D
0.56%Dominion RES Inc VA New Com
Shares1.1K
Event2026-03-31
Filed2026-04-22
ELV
96.52%Anthem Inc
Shares226
Event2026-03-31
Filed2026-04-22
IXC
0.00%iShares Global Energy ETF
Shares1.1K
Event2026-03-31
Filed2026-04-22
A
4.38%Agilent Technologies Inc Com
Shares572
Event2026-03-31
Filed2026-04-22
DHR
133.56%Danaher Corp
Shares341
Event2026-03-31
Filed2026-04-22
NXP
0.00%Nuveen Select Tax-Free Income Portfolio
Shares4.5K
Event2026-03-31
Filed2026-04-22
MELI
37.04%Mercadolibre Inc.
Shares37
Event2026-03-31
Filed2026-04-22
FGD
0.00%First Trust Dow Jones Globalselect Div
Shares2.0K
Event2026-03-31
Filed2026-04-22
TPR
0.00%Tapestry Inc
Shares450
Event2026-03-31
Filed2026-04-22
TSCO
NewTractor Supply Common
Shares1.4K
Event2026-03-31
Filed2026-04-22
MCK
-1.35%McKesson Corp Com
Shares73
Event2026-03-31
Filed2026-04-22
BKNG
0.00%Booking Holdings Inc Ordinary Shares
Shares15
Event2026-03-31
Filed2026-04-22
TOTL
0.00%SPDR Doubleline Total Return Tactical ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
IQLT
0.00%Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr
Shares1.3K
Event2026-03-31
Filed2026-04-22
SPDR Series Tr Barclays Highyield
0.00%SPDR Series Tr Barclays Highyield
Shares644
Event2026-03-31
Filed2026-04-22
FSIG
0.00%First Trust Exchange-Traded Fund Iv Limited Duration Investment Grade Corporate Etf
Shares3.2K
Event2026-03-31
Filed2026-04-22
BLV
6.14%Vanguard Bond Index Funds Long-Term Etf
Shares882
Event2026-03-31
Filed2026-04-22
MLM
0.00%Martin Marietta Materials Inc
Shares103
Event2026-03-31
Filed2026-04-22
AXP
0.00%American Express Co Com
Shares199
Event2026-03-31
Filed2026-04-22
FITB
17.36%Fifth Third Bancorp Com
Shares1.3K
Event2026-03-31
Filed2026-04-22
BBVA
0.00%Banco Bilbao Vizcaya Argentaria SA
Shares2.8K
Event2026-03-31
Filed2026-04-22
ACGL
0.00%Arch Capital Group Ltd
Shares618
Event2026-03-31
Filed2026-04-22
IWN
0.00%iShares Tr Rusl 2000 Valu
Shares312
Event2026-03-31
Filed2026-04-22
PAYC
44.88%Paycom Software Inc
Shares481
Event2026-03-31
Filed2026-04-22
JHSC
0.00%John Hancock Exchange-Traded Fund Trust Multifactor Small Cap Etf
Shares1.4K
Event2026-03-31
Filed2026-04-22
IVOV
-1.04%Vanguard S&P Mid-Cap 400 Value Index ETF
Shares572
Event2026-03-31
Filed2026-04-22
FTC
-24.40%First Trust Exchange-Traded Alphadex Fund Large Capital Growth
Shares378
Event2026-03-31
Filed2026-04-22
Crown Castle Intl Co REIT
14.35%Crown Castle Intl Co REIT
Shares709
Event2026-03-31
Filed2026-04-22
BR
0.00%Broadridge Finl Solutions Incom
Shares354
Event2026-03-31
Filed2026-04-22
Dupont De Nemours INC CORP COMMON
0.00%Dupont De Nemours INC CORP COMMON
Shares1.2K
Event2026-03-31
Filed2026-04-22
BKR
52.03%Baker Hughes Inc
Shares935
Event2026-03-31
Filed2026-04-22
EVRG
-2.11%Evergy INC CORP COMMON
Shares696
Event2026-03-31
Filed2026-04-22
SPYG
0.00%SPDR S&P 500 Growth ETF
Shares579
Event2026-03-31
Filed2026-04-22
VIOO
0.00%Vanguard S&P Small-Cap 600 Index FD
Shares493
Event2026-03-31
Filed2026-04-22
FLEX
0.00%Flextronics Intl LTD Ord
Shares864
Event2026-03-31
Filed2026-04-22
MCHP
0.00%Microchip Technology Inc Com
Shares873
Event2026-03-31
Filed2026-04-22
MFC
0.00%Manulife Financial Corp
Shares1.6K
Event2026-03-31
Filed2026-04-22
RWL
0.00%Invesco Exchange-Traded Fund Trust Ii S&p 500 Revenue Etf
Shares488
Event2026-03-31
Filed2026-04-22
STZ
18.04%Constellation Brands INC CLASS A CORP COMMON
Shares373
Event2026-03-31
Filed2026-04-22
SPTS
7.53%SPDR Portfolio Short Term Treasury ETF
Shares1.9K
Event2026-03-31
Filed2026-04-22
WRB
0.00%Berkley W R Corp Common
Shares829
Event2026-03-31
Filed2026-04-22
FTSM
0.00%First Trust Exchange-Traded Fund Iv Enhanced Short Maturity Etf
Shares915
Event2026-03-31
Filed2026-04-22
CSX
0.00%CSX Corp Com
Shares1.3K
Event2026-03-31
Filed2026-04-22
WBD
0.00%Warner Bros Discovery Inc NPV
Shares2.0K
Event2026-03-31
Filed2026-04-22
VXF
0.00%Vanguard Extended MKT ETF
Shares263
Event2026-03-31
Filed2026-04-22
CGMU
0.00%Capital Group Municipal Inc ETF
Shares2.0K
Event2026-03-31
Filed2026-04-22
BN
-1.21%Brookfield Corporation Ordinary Shares - Class A
Shares1.3K
Event2026-03-31
Filed2026-04-22
XLU
43.75%Sector XLX Utilities
Shares1.1K
Event2026-03-31
Filed2026-04-22
JQUA
0.00%J.P. Morgan Exchange-Traded Fund Trust JPMorgan U.S. Quality Factor Etf
Shares852
Event2026-03-31
Filed2026-04-22
GTO
0.00%Invesco Actively Managed Exchange-Traded Fund Trust Total Return Bond Etf
Shares1.1K
Event2026-03-31
Filed2026-04-22
FNDX
0.00%Schwab Fundamental U.S. Large Company Index ETF
Shares1.9K
Event2026-03-31
Filed2026-04-22
ERIC
0.00%Telefonaktiebolaget LM Ericsson
Shares4.6K
Event2026-03-31
Filed2026-04-22
DFUV
0.00%Dimensional US Markets ETF
Shares1.1K
Event2026-03-31
Filed2026-04-22
BNS
0.00%BK Nova Scotia Halifax (Canada)
Shares735
Event2026-03-31
Filed2026-04-22
NTES
0.00%Netease Inc
Shares455
Event2026-03-31
Filed2026-04-22
IBDT
0.00%Ishares Trust Ibonds Dec 2028 Term Corporate Etf
Shares2.0K
Event2026-03-31
Filed2026-04-22
DFAE
206.19%Dimensional Etf Trust Emerging Core Equity Market
Shares1.5K
Event2026-03-31
Filed2026-04-22
CGDG
NewCapital Group Dividend Growers Etf
Shares1.4K
Event2026-03-31
Filed2026-04-22
CNI
0.00%Canadian Natl Railway Co
Shares489
Event2026-03-31
Filed2026-04-22
BA
0.00%Boeing Co Com
Shares252
Event2026-03-31
Filed2026-04-22
SLB
0.00%Schlumberger LTD Com
Shares963
Event2026-03-31
Filed2026-04-22
CLX
0.00%Clorox Co Del Com
Shares474
Event2026-03-31
Filed2026-04-22
VNLA
NewJanus Henderson Short Duration Income ETF
Shares1.0K
Event2026-03-31
Filed2026-04-22
Invesco S&p 500 Pure Growth Portfolio Powershr Etf
-11.81%Invesco S&p 500 Pure Growth Portfolio Powershr Etf
Shares1.0K
Event2026-03-31
Filed2026-04-22
FTSL
0.00%First Trust High Yield Long/Short ETF
Shares1.1K
Event2026-03-31
Filed2026-04-22
XLI
0.00%SPDR FD-Sh of Beneficial Int
Shares300
Event2026-03-31
Filed2026-04-22
KGC
0.00%Kinross Gold Corp
Shares1.6K
Event2026-03-31
Filed2026-04-22
EMB
4.73%iShares JP Morgan Em Bond FD
Shares509
Event2026-03-31
Filed2026-04-22
FMX
0.00%Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON
Shares429
Event2026-03-31
Filed2026-04-22
INGR
0.00%Ingredion Inc Com
Shares406
Event2026-03-31
Filed2026-04-22
LVHI
10.00%Legg Mason Etf Investment Trust Franklin International Low Volatility High Dividend Index
Shares1.1K
Event2026-03-31
Filed2026-04-22
SCHC
NewSchwab International Small-Cap Equity ETF
Shares951
Event2026-03-31
Filed2026-04-22
XLV
0.00%Select Sector SPDR Tr Sbi Healthcare
Shares300
Event2026-03-31
Filed2026-04-22
CTAS
0.00%Cintas Corp COMMON
Shares260
Event2026-03-31
Filed2026-04-22
CVS
-50.29%CVS Corp Com
Shares606
Event2026-03-31
Filed2026-04-22
CTVA
0.00%Corteva INC CORP COMMON
Shares518
Event2026-03-31
Filed2026-04-22
SONY
0.00%Sony Corp Amern Sh New
Shares2.1K
Event2026-03-31
Filed2026-04-22
OMC
66.47%Omnicom Group Inc Com
Shares566
Event2026-03-31
Filed2026-04-22
RIO
0.00%Rio Tinto PLC Sponsored ADR
Shares453
Event2026-03-31
Filed2026-04-22
HDB
0.00%Hdfc Bk Ltd ADR Repstg 3 Shs
Shares1.7K
Event2026-03-31
Filed2026-04-22
FDN
0.00%First Trust Dow Jones Internet Index Fund Cf Etf
Shares180
Event2026-03-31
Filed2026-04-22
CNP
15.42%Centerpoint Energy Inc Com
Shares973
Event2026-03-31
Filed2026-04-22
TT
0.00%Trane Technologies
Shares100
Event2026-03-31
Filed2026-04-22
NEA
NewNuveen AMT-Free Municipal
Shares3.7K
Event2026-03-31
Filed2026-04-22
BABA
-1.51%Alibaba Group Hldg LTD Spon ADR
Shares327
Event2026-03-31
Filed2026-04-22
USHY
5.54%Ishares Trust Broad USD High Yield Corporate Bond Etf
Shares1.1K
Event2026-03-31
Filed2026-04-22
SJM
0.00%Smucker J M Co Com New
Shares420
Event2026-03-31
Filed2026-04-22
PULS
-24.95%Pgim Etf Trust Ultra Short Bond
Shares818
Event2026-03-31
Filed2026-04-22
TTC
NewThe Toro Company
Shares420
Event2026-03-31
Filed2026-04-22
CAG
-3.54%Conagra Foods Inc Com
Shares2.5K
Event2026-03-31
Filed2026-04-22
LW
0.00%Lamb Weston Hldgs Inc Common
Shares924
Event2026-03-31
Filed2026-04-22
DHI
0.00%Dr Horton Inc
Shares281
Event2026-03-31
Filed2026-04-22
FE
44.44%Firstenergy Corp Common
Shares754
Event2026-03-31
Filed2026-04-22
AVDV
0.53%American Century Etf Trust Avantis International Small Cap Value
Shares382
Event2026-03-31
Filed2026-04-22
XLG
0.14%Invesco S&P 500 Top 50 ETF
Shares698
Event2026-03-31
Filed2026-04-22
MHD
NewBlackRock Muniholdings Fund, INC
Shares3.4K
Event2026-03-31
Filed2026-04-22
JMEE
NewJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity Etf
Shares565
Event2026-03-31
Filed2026-04-22
SPTI
0.00%SPDR Portfolio Intermediate Term Treasury ETF
Shares1.3K
Event2026-03-31
Filed2026-04-22
NUE
0.00%Nucor Corp Com
Shares220
Event2026-03-31
Filed2026-04-22
BAP
0.00%Creditcorp LTD USA
Shares108
Event2026-03-31
Filed2026-04-22
PRU
0.00%Prudential Finl Inc Com
Shares370
Event2026-03-31
Filed2026-04-22
TFI
0.00%Nuveen Bloomberg Municipal Bond ETF
Shares793
Event2026-03-31
Filed2026-04-22
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