Sponsored
The Analysis of Pinnacle Wealth Management Advisory Group, LLC's Holdings & P&L
Currently, Pinnacle Wealth Management Advisory Group, LLC holds 550 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in CIBR (+131.2K shares, valued at $8.2M), MA (+15.6K shares, valued at $7.8M), COPY (+566.1K shares, valued at $7.8M); decreased their positions in VEA (-50.8K shares, valued at $3.3M), IJR (-24.3K shares, valued at $3.0M), AAPL (-11.9K shares, valued at $3.0M); initiated new positions in CIBR (+131.2K shares, valued at $8.2M), MA (+15.6K shares, valued at $7.8M), COPY (+566.1K shares, valued at $7.8M).
1M P&L
+46.5M+3.40%
3M P&L
+28.6M+2.06%
HY P&L
+124.1M+9.61%
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/A718.0M
58.0%
2Consumer Electronics55.2M
4.5%
3Semiconductors41.9M
3.4%
Top Industries by Stock Count
1N/A143 stocks
29.6%
2Software - Application16 stocks
3.3%
3Banks - Regional13 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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JPMorgan Hedged Equity Laddere JPMorgan Hedged Equity Laddere185.4K shares106.22%2026-03-312026-04-21
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Cliffwater Corporate Lending F Cliffwater Corporate Lending F512.0K shares73.42%2026-03-312026-04-21
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Global X Robotics & Artificial Global X Robotics & Artificial134.8K shares11.21%2026-03-312026-04-21
Sponsored
WisdomTree Bloomberg Fl Rate T WisdomTree Bloomberg Fl Rate T78.0K shares106.00%2026-03-312026-04-21
Sponsored
Cliffwater Enhanced Lending Fu Cliffwater Enhanced Lending Fu314.8K shares118.25%2026-03-312026-04-21
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Siemens Energy AG - Spon ADR Siemens Energy AG - Spon ADR12.4K sharesnew addition2026-03-312026-04-21
Rolls Royce Holdings Spon ADR Rolls Royce Holdings Spon ADR127.3K sharesnew addition2026-03-312026-04-21
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Bae Systems Plc Sponsored ADR Bae Systems Plc Sponsored ADR2.6K sharesnew addition2026-03-312026-04-21
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Praxis Precision Medicines Inc Praxis Precision Medicines Inc744 sharesnew addition2026-03-312026-04-21
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VTI
6.50%Vanguard Index Fds Vanguard To
Shares183.6K
Event2026-03-31
Filed2026-04-21
AAPL
-5.18%Apple Inc
Shares217.4K
Event2026-03-31
Filed2026-04-21
QUAL
0.52%iShares MSCI USA Quality
Shares283.1K
Event2026-03-31
Filed2026-04-21
VYM
0.63%Vanguard High Div Yield ETF
Shares306.9K
Event2026-03-31
Filed2026-04-21
VB
3.40%Vanguard Small-Cap ETF
Shares163.7K
Event2026-03-31
Filed2026-04-21
VEU
6.20%Vanguard FTSE All World Ex US
Shares525.9K
Event2026-03-31
Filed2026-04-21
Invesco QQQ Trust Series I
1.54%Invesco QQQ Trust Series I
Shares65.7K
Event2026-03-31
Filed2026-04-21
IVV
3.65%Ishares Core S&P 500 ETF
Shares52.7K
Event2026-03-31
Filed2026-04-21
SPY
-3.28%State Street SPDR S&P 500 ETF
Shares50.1K
Event2026-03-31
Filed2026-04-21
NVDA
5.05%Nvidia Corporation
Shares178.0K
Event2026-03-31
Filed2026-04-21
MSFT
-4.29%Microsoft Corp
Shares82.5K
Event2026-03-31
Filed2026-04-21
VEA
-11.58%Vanguard Developed Markets Ind
Shares387.9K
Event2026-03-31
Filed2026-04-21
Alphabet Inc Cap Cl A
0.78%Alphabet Inc Cap Cl A
Shares84.0K
Event2026-03-31
Filed2026-04-21
JEPI
7.85%JPMorgan Equity Premium ETF
Shares411.9K
Event2026-03-31
Filed2026-04-21
IJH
-2.25%Ishares Core S&P Mid-Cap ETF
Shares308.5K
Event2026-03-31
Filed2026-04-21
JNJ
-6.39%Johnson &Johnson
Shares80.7K
Event2026-03-31
Filed2026-04-21
Broadcom Inc
1.87%Broadcom Inc
Shares62.1K
Event2026-03-31
Filed2026-04-21
IJR
-13.62%Ishares Core S&P Small-Cap E
Shares153.8K
Event2026-03-31
Filed2026-04-21
SCHD
1.13%Schwab Us Dividend Equity ETF
Shares607.4K
Event2026-03-31
Filed2026-04-21
DGRW
5.35%Wisdomtree Us Dividend Grow
Shares208.0K
Event2026-03-31
Filed2026-04-21
Berkshire Hathaway Inc-CL B
-4.94%Berkshire Hathaway Inc-CL B
Shares37.8K
Event2026-03-31
Filed2026-04-21
BND
4.93%Vanguard Bd Index Fd Tot Mkt
Shares239.9K
Event2026-03-31
Filed2026-04-21
Invesco Exchange Traded Fd Tr
2.04%Invesco Exchange Traded Fd Tr
Shares86.8K
Event2026-03-31
Filed2026-04-21
AMZN
-2.23%Amazon.Com Inc
Shares79.5K
Event2026-03-31
Filed2026-04-21
WMT
1.07%Walmart Inc
Shares132.3K
Event2026-03-31
Filed2026-04-21
IWM
-3.67%Ishares Russell 2000 ETF
Shares59.1K
Event2026-03-31
Filed2026-04-21
DUHP
-0.48%Dimensional ETF Trust Dimensio
Shares395.6K
Event2026-03-31
Filed2026-04-21
DFAI
-8.92%Dimensional International Core
Shares356.8K
Event2026-03-31
Filed2026-04-21
TOTL
8.36%Ssga Active Tr State Street Do
Shares337.7K
Event2026-03-31
Filed2026-04-21
JPM
1.13%JPMorgan Chase & Co.
Shares40.5K
Event2026-03-31
Filed2026-04-21
JPMorgan Hedged Equity Laddere
106.22%JPMorgan Hedged Equity Laddere
Shares185.4K
Event2026-03-31
Filed2026-04-21
DFSV
-3.01%Dimensional ETF Trust Us Small
Shares318.7K
Event2026-03-31
Filed2026-04-21
META
19.82%Meta Platforms Inc Class A
Shares17.6K
Event2026-03-31
Filed2026-04-21
Merck & Co. Inc
31.58%Merck & Co. Inc
Shares74.3K
Event2026-03-31
Filed2026-04-21
RDVI
1.23%FT Vest Rising DVD Achievers T
Shares346.4K
Event2026-03-31
Filed2026-04-21
MS
2.17%Morgan Stanley
Shares51.6K
Event2026-03-31
Filed2026-04-21
CIBR
NewFirst Tr Exchange Traded Fd Ii
Shares131.2K
Event2026-03-31
Filed2026-04-21
PG
-2.01%Procter And Gamble Co
Shares55.8K
Event2026-03-31
Filed2026-04-21
MA
NewMastercard Incorporated Cl A
Shares15.6K
Event2026-03-31
Filed2026-04-21
COPY
NewTweedy, Browne Insider Value
Shares566.1K
Event2026-03-31
Filed2026-04-21
RTX Corp
-8.00%RTX Corp
Shares39.7K
Event2026-03-31
Filed2026-04-21
SDVY
10.07%First Tr Exchange-Traded Fd Vi
Shares193.4K
Event2026-03-31
Filed2026-04-21
IEF
3.53%Ishares Tr 7-10 Yr Trsy Bd
Shares78.9K
Event2026-03-31
Filed2026-04-21
RDVY
NewFirst Tr Exchange-Traded Fd Vi
Shares109.0K
Event2026-03-31
Filed2026-04-21
AXP
-5.06%American Express Co
Shares24.0K
Event2026-03-31
Filed2026-04-21
VWO
-5.60%Vanguard Intl Equity Index Fds
Shares127.5K
Event2026-03-31
Filed2026-04-21
VV
0.00%Vanguard Large Cap ETF
Shares22.9K
Event2026-03-31
Filed2026-04-21
Blackrock Inc
1.71%Blackrock Inc
Shares7.1K
Event2026-03-31
Filed2026-04-21
MDY
-2.40%State Street Spdr S&P Midcap 4
Shares10.6K
Event2026-03-31
Filed2026-04-21
DFAE
-13.29%Dimensional ETF Trust Emgr Cre
Shares187.8K
Event2026-03-31
Filed2026-04-21
CSCO
-2.98%Cisco Systems
Shares81.7K
Event2026-03-31
Filed2026-04-21
COST
6.15%Costco Wholesale Corp
Shares6.3K
Event2026-03-31
Filed2026-04-21
Alphabet Inc - Class C
-10.22%Alphabet Inc - Class C
Shares21.5K
Event2026-03-31
Filed2026-04-21
Vanguard Index Funds S&P 500 E
0.35%Vanguard Index Funds S&P 500 E
Shares10.1K
Event2026-03-31
Filed2026-04-21
LMT
-3.41%Lockheed Martin Corp
Shares9.9K
Event2026-03-31
Filed2026-04-21
TSLA
NewTesla Inc
Shares15.8K
Event2026-03-31
Filed2026-04-21
HD
0.54%Home Depot Inc
Shares17.8K
Event2026-03-31
Filed2026-04-21
Lam Research Corp
-11.36%Lam Research Corp
Shares26.5K
Event2026-03-31
Filed2026-04-21
PEP
-3.25%Pepsico Inc
Shares36.2K
Event2026-03-31
Filed2026-04-21
CAT
-4.69%Caterpillar Inc
Shares7.7K
Event2026-03-31
Filed2026-04-21
DIA
-2.25%State Street SPDR Dow Jones In
Shares11.7K
Event2026-03-31
Filed2026-04-21
Cliffwater Corporate Lending F
73.42%Cliffwater Corporate Lending F
Shares512.0K
Event2026-03-31
Filed2026-04-21
ACWI
8.97%Ishares Tr Msci Acwi ETF
Shares38.0K
Event2026-03-31
Filed2026-04-21
WELL
NewWelltower Inc
Shares26.1K
Event2026-03-31
Filed2026-04-21
ITW
1.03%Illinois Tool Works Inc
Shares19.8K
Event2026-03-31
Filed2026-04-21
AMG Pantheon Fund Class 1
10.74%AMG Pantheon Fund Class 1
Shares192.8K
Event2026-03-31
Filed2026-04-21
MCD
0.74%Mcdonald S Corp
Shares16.3K
Event2026-03-31
Filed2026-04-21
VTEB
1.90%Vanguard Tax Exempt Bond ETF
Shares99.4K
Event2026-03-31
Filed2026-04-21
AMGN
-1.31%Amgen Inc
Shares13.9K
Event2026-03-31
Filed2026-04-21
GILD
3.53%Gilead Sciences Inc
Shares33.4K
Event2026-03-31
Filed2026-04-21
V
21.39%Visa Inc
Shares15.2K
Event2026-03-31
Filed2026-04-21
VXUS
-2.83%Vanguard Total Intl Stock Inde
Shares58.8K
Event2026-03-31
Filed2026-04-21
VO
3.51%Vanguard Mid-Cap ETF
Shares15.7K
Event2026-03-31
Filed2026-04-21
KLAC
2.17%Kla Corp
Shares3.1K
Event2026-03-31
Filed2026-04-21
IEI
5.81%Ishares Tr 3 7 Yr Treas Bd
Shares37.8K
Event2026-03-31
Filed2026-04-21
Global X Robotics & Artificial
11.21%Global X Robotics & Artificial
Shares134.8K
Event2026-03-31
Filed2026-04-21
XOM
0.17%Exxon Mobil Corp
Shares26.2K
Event2026-03-31
Filed2026-04-21
KO
-6.57%Coca-Cola Co
Shares58.0K
Event2026-03-31
Filed2026-04-21
JEPQ
8.44%J P Morgan Nasdaq Eqt Prm Inc
Shares77.7K
Event2026-03-31
Filed2026-04-21
FDN
NewFirst Tr Exchange Traded Fd Do
Shares18.4K
Event2026-03-31
Filed2026-04-21
VLO
3.25%Valero Energy Corp
Shares17.4K
Event2026-03-31
Filed2026-04-21
CVX
3.06%Chevron Corp
Shares20.3K
Event2026-03-31
Filed2026-04-21
IBM
-5.88%International Business Machine
Shares16.4K
Event2026-03-31
Filed2026-04-21
WisdomTree Bloomberg Fl Rate T
106.00%WisdomTree Bloomberg Fl Rate T
Shares78.0K
Event2026-03-31
Filed2026-04-21
LLY
-0.70%Eli Lilly &Co
Shares4.3K
Event2026-03-31
Filed2026-04-21
VIG
-3.56%Vanguard Specialized Funds Div
Shares17.1K
Event2026-03-31
Filed2026-04-21
AMAT
5.84%Applied Materials Inc
Shares10.5K
Event2026-03-31
Filed2026-04-21
ABBV
-2.57%Abbvie Inc
Shares16.1K
Event2026-03-31
Filed2026-04-21
BAC
-2.39%Bank America Corp
Shares71.6K
Event2026-03-31
Filed2026-04-21
Cliffwater Enhanced Lending Fu
118.25%Cliffwater Enhanced Lending Fu
Shares314.8K
Event2026-03-31
Filed2026-04-21
SCHM
0.34%Schwab Strategic Tr Us Mid-Cap
Shares108.7K
Event2026-03-31
Filed2026-04-21
SO
1.75%Southern Co
Shares34.8K
Event2026-03-31
Filed2026-04-21
LITE
NewLumentum Hldgs Inc
Shares4.5K
Event2026-03-31
Filed2026-04-21
IXUS
NewIshares Tr Core Msci Total
Shares35.6K
Event2026-03-31
Filed2026-04-21
MU
2.27%Micron Technology Inc
Shares8.9K
Event2026-03-31
Filed2026-04-21
GLRE
0.00%Greenlight Capital Re Ltd
Shares170.1K
Event2026-03-31
Filed2026-04-21
SCZ
-11.52%Ishares Tr Eafe Sml Cp ETF
Shares37.5K
Event2026-03-31
Filed2026-04-21
VGIT
-1.86%Vanguard Interm-Term Govt Bd
Shares49.2K
Event2026-03-31
Filed2026-04-21
NFLX
-7.23%Netflix Inc
Shares29.8K
Event2026-03-31
Filed2026-04-21
VZ
7.05%Verizon Communications Inc
Shares54.4K
Event2026-03-31
Filed2026-04-21
Ge Aerospace
72.89%Ge Aerospace
Shares9.5K
Event2026-03-31
Filed2026-04-21
PLTR
43.62%Palantir Technologies Inc Cl A
Shares18.2K
Event2026-03-31
Filed2026-04-21
PNC
-0.66%Pnc Financial Services Group
Shares12.5K
Event2026-03-31
Filed2026-04-21
GS
-7.24%Goldman Sachs Group Inc
Shares3.0K
Event2026-03-31
Filed2026-04-21
ORCL
-2.75%Oracle Corp
Shares17.4K
Event2026-03-31
Filed2026-04-21
IXC
1.14%Ishares Global Energy ETF
Shares44.0K
Event2026-03-31
Filed2026-04-21
DIS
-11.25%Disney Walt Co
Shares25.5K
Event2026-03-31
Filed2026-04-21
BUFR
0.00%FT Vest Fund of Buffer ETFs
Shares70.7K
Event2026-03-31
Filed2026-04-21
CMI
-1.69%Cummins Inc
Shares4.4K
Event2026-03-31
Filed2026-04-21
Nestle Sa-Spons Adr
-1.11%Nestle Sa-Spons Adr
Shares23.7K
Event2026-03-31
Filed2026-04-21
Citigroup Inc
1.36%Citigroup Inc
Shares20.3K
Event2026-03-31
Filed2026-04-21
NEE
-7.30%Nextera Energy Inc
Shares24.2K
Event2026-03-31
Filed2026-04-21
SPDW
NewSpdr Index Shares Funds State
Shares48.0K
Event2026-03-31
Filed2026-04-21
AMD
1.48%Advanced Micro Devices Inc
Shares10.4K
Event2026-03-31
Filed2026-04-21
GLD
31.67%SPDR Gold Trust
Shares4.9K
Event2026-03-31
Filed2026-04-21
LOW
3.25%Lowes Companies Inc
Shares8.9K
Event2026-03-31
Filed2026-04-21
GWW
6.85%Grainger W W Inc
Shares1.9K
Event2026-03-31
Filed2026-04-21
Siemens Energy AG - Spon ADR
NewSiemens Energy AG - Spon ADR
Shares12.4K
Event2026-03-31
Filed2026-04-21
XLK
0.64%Select Sector Spdr Trust State
Shares14.9K
Event2026-03-31
Filed2026-04-21
Rolls Royce Holdings Spon ADR
NewRolls Royce Holdings Spon ADR
Shares127.3K
Event2026-03-31
Filed2026-04-21
EXPE
0.90%Expedia Group Inc
Shares8.3K
Event2026-03-31
Filed2026-04-21
HWM
313.30%Howmet Aerospace Inc
Shares8.1K
Event2026-03-31
Filed2026-04-21
REGN
7.96%Regeneron Pharmaceuticals Inc
Shares2.4K
Event2026-03-31
Filed2026-04-21
QCOM
4.48%Qualcomm Inc
Shares14.3K
Event2026-03-31
Filed2026-04-21
MINT
NewPimco Enhanced Short Maturity
Shares18.3K
Event2026-03-31
Filed2026-04-21
CSX
2.47%CSX Corp
Shares44.0K
Event2026-03-31
Filed2026-04-21
iShares GSCI Commodity Indexed
0.00%iShares GSCI Commodity Indexed
Shares55.0K
Event2026-03-31
Filed2026-04-21
SBUX
-0.86%Starbucks Corp
Shares19.7K
Event2026-03-31
Filed2026-04-21
BMY
-4.35%Bristol-Myers Squibb Co
Shares28.6K
Event2026-03-31
Filed2026-04-21
ADBE
34.75%Adobe Inc
Shares7.1K
Event2026-03-31
Filed2026-04-21
TJX
1.92%Tjx Companies Inc
Shares10.7K
Event2026-03-31
Filed2026-04-21
PM
13.79%Philip Morris International In
Shares10.3K
Event2026-03-31
Filed2026-04-21
VUG
6.39%Vanguard Index Fds Vanguard Gr
Shares3.9K
Event2026-03-31
Filed2026-04-21
MPC
8.73%Marathon Petroleum Corp
Shares6.7K
Event2026-03-31
Filed2026-04-21
PHM
6.02%Pulte Group Inc
Shares13.7K
Event2026-03-31
Filed2026-04-21
SMMD
NewIshares Tr Russell 2500 ETF
Shares21.0K
Event2026-03-31
Filed2026-04-21
MUB
1.11%Ishares National Muni Bond ETF
Shares14.7K
Event2026-03-31
Filed2026-04-21
VXF
0.00%Vanguard Extended Market ETF
Shares7.5K
Event2026-03-31
Filed2026-04-21
Eaton Corporation Plc
4.66%Eaton Corporation Plc
Shares4.3K
Event2026-03-31
Filed2026-04-21
MMC
45.75%Marsh
Shares8.6K
Event2026-03-31
Filed2026-04-21
IJS
-6.99%Ishares S&P Small-Cap 600 Valu
Shares12.5K
Event2026-03-31
Filed2026-04-21
VGT
28.51%Vanguard World Fd Inf Tech ETF
Shares2.1K
Event2026-03-31
Filed2026-04-21
GEV
2.92%Ge Vernova Inc
Shares1.7K
Event2026-03-31
Filed2026-04-21
FDX
0.12%Fedex Corp
Shares4.0K
Event2026-03-31
Filed2026-04-21
IEMG
-6.71%Ishares Core Msci Emerging Mar
Shares19.8K
Event2026-03-31
Filed2026-04-21
T
-4.19%AT&T Inc
Shares47.5K
Event2026-03-31
Filed2026-04-21
VOOG
6.35%Vanguard S&P 500 Growth ETF
Shares3.4K
Event2026-03-31
Filed2026-04-21
ADP
-38.44%Automatic Data Processing Inc
Shares6.6K
Event2026-03-31
Filed2026-04-21
iShares Edge MSCI USA Momentum
1.22%iShares Edge MSCI USA Momentum
Shares5.6K
Event2026-03-31
Filed2026-04-21
KGC
NewKinross Gold Corp Npv
Shares43.5K
Event2026-03-31
Filed2026-04-21
SMH
NewVaneck ETF Trust Semiconductr
Shares3.5K
Event2026-03-31
Filed2026-04-21
CMCSA
58.37%Comcast Corp
Shares45.8K
Event2026-03-31
Filed2026-04-21
XLB
19.31%Select Sector Spdr Trust State
Shares26.3K
Event2026-03-31
Filed2026-04-21
SCHA
-1.78%Schwab Strategic Tr Us Small-C
Shares44.9K
Event2026-03-31
Filed2026-04-21
CB
-0.20%Chubb Limited Npv
Shares3.9K
Event2026-03-31
Filed2026-04-21
DE
-26.18%Deere & Co
Shares2.2K
Event2026-03-31
Filed2026-04-21
UniCredit SpA - ADR
NewUniCredit SpA - ADR
Shares34.9K
Event2026-03-31
Filed2026-04-21
OEF
0.00%Ishares S&P 100 ETF
Shares3.9K
Event2026-03-31
Filed2026-04-21
DGRO
1.07%Ishares Trust Core Divid Gwth
Shares17.4K
Event2026-03-31
Filed2026-04-21
PFE
-29.69%Pfizer Inc
Shares43.1K
Event2026-03-31
Filed2026-04-21
SOXX
0.00%iShares Semiconductor ETF
Shares3.5K
Event2026-03-31
Filed2026-04-21
Linde Plc Eur0.001
NewLinde Plc Eur0.001
Shares2.3K
Event2026-03-31
Filed2026-04-21
AGG
0.44%iShares Barclays Aggregate Bon
Shares11.6K
Event2026-03-31
Filed2026-04-21
HON
-5.37%Honeywell International Inc
Shares5.0K
Event2026-03-31
Filed2026-04-21
General Dynamics Corp
-9.27%General Dynamics Corp
Shares3.2K
Event2026-03-31
Filed2026-04-21
BA
-6.27%Boeing Co
Shares5.5K
Event2026-03-31
Filed2026-04-21
VTV
8.69%Vanguard Index Fds Vanguard Va
Shares5.6K
Event2026-03-31
Filed2026-04-21
HYD
-3.31%Vaneck ETF Trust High Yld Muni
Shares21.9K
Event2026-03-31
Filed2026-04-21
EMR
-10.97%Emerson Electric Co
Shares8.2K
Event2026-03-31
Filed2026-04-21
UNH
-51.97%Unitedhealth Group Inc
Shares4.0K
Event2026-03-31
Filed2026-04-21
PAYX
11.35%Paychex Inc
Shares11.5K
Event2026-03-31
Filed2026-04-21
ASML
26.21%Asml Holding NV
Shares785
Event2026-03-31
Filed2026-04-21
MCK
2.25%Mckesson Corp
Shares1.2K
Event2026-03-31
Filed2026-04-21
MSGS
-13.49%Madison Square Grdn Sprt Corp
Shares3.2K
Event2026-03-31
Filed2026-04-21
WFC
5.22%Wells Fargo Co
Shares12.6K
Event2026-03-31
Filed2026-04-21
PSX
-17.49%Phillips 66
Shares5.5K
Event2026-03-31
Filed2026-04-21
SCHW
2.91%Schwab Charles Corp
Shares10.3K
Event2026-03-31
Filed2026-04-21
Accenture Plc
-24.25%Accenture Plc
Shares4.8K
Event2026-03-31
Filed2026-04-21
NJR
2.13%New Jersey Res Corp
Shares17.2K
Event2026-03-31
Filed2026-04-21
IBB
-2.19%Ishares Tr Ishares Biotech
Shares5.5K
Event2026-03-31
Filed2026-04-21
IWR
-39.63%Ishares Tr Rus Mid Cap ETF
Shares9.5K
Event2026-03-31
Filed2026-04-21
TRV
-20.01%Travelers Companies Inc Npv
Shares3.1K
Event2026-03-31
Filed2026-04-21
First Trust DW Focus 5 Fund
NewFirst Trust DW Focus 5 Fund
Shares14.7K
Event2026-03-31
Filed2026-04-21
SPG
4.50%Simon Property Group Inc
Shares4.7K
Event2026-03-31
Filed2026-04-21
SPGI
NewS&P Global Inc
Shares2.1K
Event2026-03-31
Filed2026-04-21
Arista Networks Inc Shs
-15.38%Arista Networks Inc Shs
Shares7.1K
Event2026-03-31
Filed2026-04-21
VCIT
NewVanguard Scottsdale Funds Vang
Shares10.5K
Event2026-03-31
Filed2026-04-21
TDIV
NewFirst Tr Exchange Traded Fd Vi
Shares9.2K
Event2026-03-31
Filed2026-04-21
NOW
11.61%Servicenow Inc
Shares8.1K
Event2026-03-31
Filed2026-04-21
ISRG
NewIntuitive Surgical Inc
Shares1.8K
Event2026-03-31
Filed2026-04-21
ABNB
6.36%Airbnb Inc Cl A
Shares6.7K
Event2026-03-31
Filed2026-04-21
PFF
-9.13%Ishares Tr Pfd And Incm Sec
Shares27.6K
Event2026-03-31
Filed2026-04-21
Seagate Technology Hldgs Pub L
4.52%Seagate Technology Hldgs Pub L
Shares2.1K
Event2026-03-31
Filed2026-04-21
PCG
7.88%Pg&E Corp Npv
Shares46.1K
Event2026-03-31
Filed2026-04-21
TXN
-29.98%Texas Instruments Inc
Shares4.2K
Event2026-03-31
Filed2026-04-21
XAIX
-2.76%Dbx ETF Trust Xtrackers Artifi
Shares20.1K
Event2026-03-31
Filed2026-04-21
ACWX
-1.51%Ishares Tr Msci Acwi Ex Us
Shares11.6K
Event2026-03-31
Filed2026-04-21
FIX
1.42%Comfort Systems Usa Inc
Shares572
Event2026-03-31
Filed2026-04-21
EIX
0.19%Edison International
Shares10.7K
Event2026-03-31
Filed2026-04-21
SKYY
1.68%First Trust Cloudputing ETF
Shares7.2K
Event2026-03-31
Filed2026-04-21
COP
59.57%Conocophillips
Shares5.8K
Event2026-03-31
Filed2026-04-21
XLI
-0.23%Select Sector Spdr Trust State
Shares4.7K
Event2026-03-31
Filed2026-04-21
INTC
-5.38%Intel Corp
Shares17.3K
Event2026-03-31
Filed2026-04-21
FCX
10.56%Freeport-Mcmoran Inc
Shares12.9K
Event2026-03-31
Filed2026-04-21
SCHB
11.26%Schwab Us Broad Market ETF
Shares30.0K
Event2026-03-31
Filed2026-04-21
BOND
-4.46%Pimco ETF Tr Active Bd ETF
Shares8.2K
Event2026-03-31
Filed2026-04-21
TMO
16.59%Thermo Fisher Scientific Inc
Shares1.5K
Event2026-03-31
Filed2026-04-21
EFA
2.70%Ishares Msci Eafe ETF
Shares7.6K
Event2026-03-31
Filed2026-04-21
SHOP
0.66%Shopify Inc Npv Cl A
Shares6.1K
Event2026-03-31
Filed2026-04-21
XLC
NewSelect Sector Spdr Trust State
Shares6.6K
Event2026-03-31
Filed2026-04-21
GM
0.18%General Mtrs Co
Shares9.8K
Event2026-03-31
Filed2026-04-21
ROST
2.10%Ross Stores Inc
Shares3.4K
Event2026-03-31
Filed2026-04-21
ADI
0.53%Analog Devices Inc
Shares2.3K
Event2026-03-31
Filed2026-04-21
WDC
-0.19%Western Digital Corp.
Shares2.7K
Event2026-03-31
Filed2026-04-21
TCMD
-10.91%Tactile Sys Technology Inc
Shares27.5K
Event2026-03-31
Filed2026-04-21
JBND
18.70%Jp Morgan ETF Trust Active Bon
Shares13.2K
Event2026-03-31
Filed2026-04-21
UCTT
NewUltra Clean Holdings Inc
Shares11.4K
Event2026-03-31
Filed2026-04-21
UPS
-3.98%United Parcel Service Inc Cl B
Shares7.1K
Event2026-03-31
Filed2026-04-21
JPST
24.30%J P Morgan Exchange Traded Fd
Shares13.8K
Event2026-03-31
Filed2026-04-21
WMB
10.21%Williams Cos Inc
Shares9.5K
Event2026-03-31
Filed2026-04-21
ROBO
-2.95%Exchange Traded Concepts Tr Ro
Shares10.1K
Event2026-03-31
Filed2026-04-21
VYMI
-6.83%Vanguard Whitehall Fds Intl Hi
Shares7.3K
Event2026-03-31
Filed2026-04-21
DON
-6.43%Wisdomtree MidCap Dividend Fun
Shares13.0K
Event2026-03-31
Filed2026-04-21
XLE
60.43%Select Sector Spdr Trust State
Shares11.1K
Event2026-03-31
Filed2026-04-21
FTI
12.79%Technipfmc Plc
Shares9.8K
Event2026-03-31
Filed2026-04-21
DOV
0.22%Dover Corp
Shares3.2K
Event2026-03-31
Filed2026-04-21
WM
-28.67%Waste Management Inc
Shares2.9K
Event2026-03-31
Filed2026-04-21
PH
-51.31%Parker-Hannifin Corp
Shares724
Event2026-03-31
Filed2026-04-21
D
3.18%Dominion Energy Inc
Shares10.3K
Event2026-03-31
Filed2026-04-21
BKNG
-38.37%Booking Holdings Inc
Shares151
Event2026-03-31
Filed2026-04-21
NEM
-0.54%Newmont Corp
Shares5.9K
Event2026-03-31
Filed2026-04-21
CLX
0.03%Clorox Co
Shares6.1K
Event2026-03-31
Filed2026-04-21
IEFA
-7.99%Ishares Trust Core Msci Eafe E
Shares6.9K
Event2026-03-31
Filed2026-04-21
Cencora Inc
-0.95%Cencora Inc
Shares2.0K
Event2026-03-31
Filed2026-04-21
DHR
12.33%Danaher Corporation
Shares3.2K
Event2026-03-31
Filed2026-04-21
OXY
19.21%Occidental Pete Corp
Shares9.3K
Event2026-03-31
Filed2026-04-21
APH
0.78%Amphenol Corp Class A
Shares4.8K
Event2026-03-31
Filed2026-04-21
MO
15.83%Altria Group Inc
Shares9.2K
Event2026-03-31
Filed2026-04-21
ABT
-16.54%Abbott Laboratories
Shares5.9K
Event2026-03-31
Filed2026-04-21
Ishares Gold Tr Ishares New
-1.98%Ishares Gold Tr Ishares New
Shares6.8K
Event2026-03-31
Filed2026-04-21
TMUS
81.96%T-Mobile Us Inc
Shares2.9K
Event2026-03-31
Filed2026-04-21
JBHT
0.28%Hunt J.B. Transport Services I
Shares2.8K
Event2026-03-31
Filed2026-04-21
OSW
13.36%OneSpaWorld Holdings Ltd
Shares26.0K
Event2026-03-31
Filed2026-04-21
Lord Abbett Flexible Inc Fund
0.00%Lord Abbett Flexible Inc Fund
Shares59.6K
Event2026-03-31
Filed2026-04-21
XAR
NewSpdr Series Trust State Street
Shares2.3K
Event2026-03-31
Filed2026-04-21
USB
-0.34%Us Bancorp
Shares11.3K
Event2026-03-31
Filed2026-04-21
BK
-18.82%Bank Of York Mellon Corp
Shares4.9K
Event2026-03-31
Filed2026-04-21
RNG
56.79%Ringcentral Inc-Class A
Shares15.4K
Event2026-03-31
Filed2026-04-21
CL
-39.54%Colgate-Palmolive Co
Shares6.7K
Event2026-03-31
Filed2026-04-21
Duke Energy Corp
-11.35%Duke Energy Corp
Shares4.4K
Event2026-03-31
Filed2026-04-21
PLD
-10.63%Prologis Inc.
Shares4.3K
Event2026-03-31
Filed2026-04-21
HYG
-10.65%Ishares Tr Iboxx Hi Yd ETF
Shares7.2K
Event2026-03-31
Filed2026-04-21
HLIO
-11.03%Helios Technologies Inc
Shares8.8K
Event2026-03-31
Filed2026-04-21
TDW
NewTidewater Inc
Shares6.8K
Event2026-03-31
Filed2026-04-21
TRGP
1.44%Targa Resources Corp
Shares2.3K
Event2026-03-31
Filed2026-04-21
IXN
152.99%Ishares Global Tech ETF
Shares5.6K
Event2026-03-31
Filed2026-04-21
NVS
-3.53%Novartis Ag Sponsored ADR
Shares3.6K
Event2026-03-31
Filed2026-04-21
AMP
NewAmeriprise Financial Inc
Shares1.2K
Event2026-03-31
Filed2026-04-21
VONG
-0.12%Vanguard Scottsdale Funds Vang
Shares5.0K
Event2026-03-31
Filed2026-04-21
OTF
NewBlue Owl Technology Finance Co
Shares43.2K
Event2026-03-31
Filed2026-04-21
VSS
-0.94%Vanguard Intl Equity Index Fds
Shares3.7K
Event2026-03-31
Filed2026-04-21
TGT
-2.58%Target Corp
Shares4.4K
Event2026-03-31
Filed2026-04-21
Astrazeneca Plc Ord
NewAstrazeneca Plc Ord
Shares2.7K
Event2026-03-31
Filed2026-04-21
WAT
2.40%Waters Corp
Shares1.8K
Event2026-03-31
Filed2026-04-21
COF
-45.36%Capital One Financial Corp
Shares2.9K
Event2026-03-31
Filed2026-04-21
BSX
56.90%Boston Scientific Corp
Shares8.5K
Event2026-03-31
Filed2026-04-21
BELFB
-10.80%Bel Fuse Inc
Shares2.7K
Event2026-03-31
Filed2026-04-21
SLV
0.32%iShares Silver Trust ETF
Shares7.8K
Event2026-03-31
Filed2026-04-21
FBNC
-10.97%First Bancorp (North Carolina)
Shares9.1K
Event2026-03-31
Filed2026-04-21
IVW
-2.99%Ishares S&P 500 Growth ETF
Shares4.5K
Event2026-03-31
Filed2026-04-21
CNC
0.05%Centene Corp
Shares15.2K
Event2026-03-31
Filed2026-04-21
VOX
NewVanguard World Fd Comm Srvc ET
Shares2.8K
Event2026-03-31
Filed2026-04-21
XLF
-2.32%State Street Financial Select
Shares10.0K
Event2026-03-31
Filed2026-04-21
MDLZ
0.86%Mondelez Intl Inc Npv
Shares8.6K
Event2026-03-31
Filed2026-04-21
Pinnacle Finl Partners Inc
38.93%Pinnacle Finl Partners Inc
Shares5.6K
Event2026-03-31
Filed2026-04-21
VONV
0.00%Vanguard Scottsdale Funds Vang
Shares5.2K
Event2026-03-31
Filed2026-04-21
MMM
-26.80%3M Co
Shares3.3K
Event2026-03-31
Filed2026-04-21
IVE
-12.92%Ishares S&P 500 Value ETF
Shares2.3K
Event2026-03-31
Filed2026-04-21
ED
2.00%Consolidated Edison Inc
Shares4.2K
Event2026-03-31
Filed2026-04-21
TER
0.75%Teradyne Inc
Shares1.6K
Event2026-03-31
Filed2026-04-21
SYK
-5.29%Stryker Corporation
Shares1.5K
Event2026-03-31
Filed2026-04-21
Barrick Mining Corporation Npv
9.25%Barrick Mining Corporation Npv
Shares11.6K
Event2026-03-31
Filed2026-04-21
JPSE
0.00%JPMorgan Diversified Return US
Shares9.0K
Event2026-03-31
Filed2026-04-21
DEO
-3.15%Diageo ADR
Shares6.3K
Event2026-03-31
Filed2026-04-21
WAB
-1.58%Wabtec
Shares1.9K
Event2026-03-31
Filed2026-04-21
GLW
13.56%Corning Inc
Shares3.4K
Event2026-03-31
Filed2026-04-21
PEG
-2.73%Public Svc Enterprise Grp Inc
Shares5.7K
Event2026-03-31
Filed2026-04-21
ALNT
-11.04%Allient Inc
Shares7.9K
Event2026-03-31
Filed2026-04-21
AIG
7.68%American International Group I
Shares6.1K
Event2026-03-31
Filed2026-04-21
PPL
-3.76%Ppl Corp
Shares12.0K
Event2026-03-31
Filed2026-04-21
OMC
112.93%Omnicom Group Inc
Shares6.1K
Event2026-03-31
Filed2026-04-21
NTNX
NewNutanix Inc Cl A
Shares12.0K
Event2026-03-31
Filed2026-04-21
UCB
NewUnited Community Banks GA
Shares14.4K
Event2026-03-31
Filed2026-04-21
VGK
0.02%Vanguard Intl Equity Index Fds
Shares5.5K
Event2026-03-31
Filed2026-04-21
AFL
-17.79%Aflac Inc
Shares4.1K
Event2026-03-31
Filed2026-04-21
SCHG
-0.16%Schwab Us Large-Cap Growth ETF
Shares15.4K
Event2026-03-31
Filed2026-04-21
EQIX
NewEquinix Inc
Shares456
Event2026-03-31
Filed2026-04-21
DG
0.05%Dollar Gen Corp
Shares3.8K
Event2026-03-31
Filed2026-04-21
TTWO
-0.70%Take-Two Interactive Software
Shares2.3K
Event2026-03-31
Filed2026-04-21
AUB
-10.98%Atlantic Un Bankshares Corp
Shares12.5K
Event2026-03-31
Filed2026-04-21
MCHP
-6.62%Microchip Technology Inc.
Shares6.8K
Event2026-03-31
Filed2026-04-21
SPMO
NewInvsc S P 500 Momentum Etf
Shares3.9K
Event2026-03-31
Filed2026-04-21
Blackstone Inc
-27.41%Blackstone Inc
Shares3.8K
Event2026-03-31
Filed2026-04-21
FLIN
NewFranklin FTSE India ETF
Shares13.2K
Event2026-03-31
Filed2026-04-21
SLB
4.34%Slb Limited Trading
Shares8.5K
Event2026-03-31
Filed2026-04-21
PANW
-30.65%Palo Alto Networks Inc
Shares2.7K
Event2026-03-31
Filed2026-04-21
Medtronic Plc
0.50%Medtronic Plc
Shares5.0K
Event2026-03-31
Filed2026-04-21
HCA
-0.22%Hca Healthcare Inc
Shares898
Event2026-03-31
Filed2026-04-21
IWF
11.80%iShares Russell 1000 Growth In
Shares995
Event2026-03-31
Filed2026-04-21
SBSI
NewSouthside Bancshares Inc
Shares13.6K
Event2026-03-31
Filed2026-04-21
NTRA
-0.28%Natera Inc
Shares2.1K
Event2026-03-31
Filed2026-04-21
CTO
NewCto Rlty Growth Inc
Shares22.8K
Event2026-03-31
Filed2026-04-21
ECL
-0.13%Ecolab Inc
Shares1.6K
Event2026-03-31
Filed2026-04-21
VTR
-0.14%Ventas Inc
Shares5.1K
Event2026-03-31
Filed2026-04-21
SAFRAN SA-UNSPON ADR
NewSAFRAN SA-UNSPON ADR
Shares5.1K
Event2026-03-31
Filed2026-04-21
FFIV
2.55%F5 Inc
Shares1.4K
Event2026-03-31
Filed2026-04-21
ELV
-27.51%Elevance Health Inc
Shares1.4K
Event2026-03-31
Filed2026-04-21
TT
-16.76%Trane Technologies Plc
Shares998
Event2026-03-31
Filed2026-04-21
SPHR
0.06%Sphere Entertainment Co
Shares3.5K
Event2026-03-31
Filed2026-04-21
PGR
4.65%Progressive Corp
Shares2.1K
Event2026-03-31
Filed2026-04-21
CRM
NewSalesforce Inc
Shares2.2K
Event2026-03-31
Filed2026-04-21
VRT
23.82%Vertiv Holdings Co Cl A
Shares1.7K
Event2026-03-31
Filed2026-04-21
IJT
50.55%Ishares Tr S&P Small Cap 600 G
Shares2.9K
Event2026-03-31
Filed2026-04-21
RCL
-39.80%Royal Caribbean Group
Shares1.5K
Event2026-03-31
Filed2026-04-21
PWR
0.00%Quanta Services
Shares749
Event2026-03-31
Filed2026-04-21
VNQ
-13.91%Vanguard REIT ETF
Shares4.6K
Event2026-03-31
Filed2026-04-21
KMI
60.52%Kinder Morgan Inc
Shares12.1K
Event2026-03-31
Filed2026-04-21
XLV
7.40%Select Sector Spdr Trust State
Shares2.8K
Event2026-03-31
Filed2026-04-21
APD
-17.39%Air Products And Chemicals Inc
Shares1.4K
Event2026-03-31
Filed2026-04-21
TROW
-4.06%Price T Rowe Groups
Shares4.5K
Event2026-03-31
Filed2026-04-21
DGICA
14.74%Donegal Group Inc
Shares23.4K
Event2026-03-31
Filed2026-04-21
TIGO
NewMillicom International Cellula
Shares5.3K
Event2026-03-31
Filed2026-04-21
HII
0.00%Huntington Ingalls Industries
Shares1.0K
Event2026-03-31
Filed2026-04-21
PBH
-23.00%Prestige Consmr Healthcare Inc
Shares6.6K
Event2026-03-31
Filed2026-04-21
VRTX
12.05%Vertex Pharmaceuticals Inc
Shares874
Event2026-03-31
Filed2026-04-21
CASS
-10.57%Cass Information Systems Inc
Shares8.8K
Event2026-03-31
Filed2026-04-21
AEO
-10.69%American Eagle Outfitters Inc
Shares23.3K
Event2026-03-31
Filed2026-04-21
CTVA
NewCorteva Inc
Shares4.6K
Event2026-03-31
Filed2026-04-21
ITA
-0.11%Ishares Tr Us Aer Def ETF
Shares1.8K
Event2026-03-31
Filed2026-04-21
VBK
-13.17%Vanguard Small Cap Growth ETF
Shares1.3K
Event2026-03-31
Filed2026-04-21
VICR
-57.82%Vicor Corp
Shares2.4K
Event2026-03-31
Filed2026-04-21
VCSH
0.69%Vanguard Scottsdale Fds Vangua
Shares4.8K
Event2026-03-31
Filed2026-04-21
NPKI
-10.89%Npk International Inc.
Shares26.3K
Event2026-03-31
Filed2026-04-21
VTEC
0.92%Vanguard California Tax Free F
Shares3.8K
Event2026-03-31
Filed2026-04-21
EPD
0.00%Enterprise Prods Partners Mast
Shares10.0K
Event2026-03-31
Filed2026-04-21
SNPS
108.81%Synopsys Inc
Shares948
Event2026-03-31
Filed2026-04-21
DAL
3.81%Delta Air Lines Inc
Shares5.6K
Event2026-03-31
Filed2026-04-21
SHW
-1.28%Sherwin-Williams Co
Shares1.2K
Event2026-03-31
Filed2026-04-21
PNTG
-10.87%Pennant Group Inc
Shares12.1K
Event2026-03-31
Filed2026-04-21
AME
2.51%Ametek Inc
Shares1.7K
Event2026-03-31
Filed2026-04-21
MNST
NewMonster Beverage Corp
Shares5.0K
Event2026-03-31
Filed2026-04-21
Carrier Global Corp
7.66%Carrier Global Corp
Shares6.5K
Event2026-03-31
Filed2026-04-21
INTU
-14.99%Intuit Inc
Shares839
Event2026-03-31
Filed2026-04-21
ORLY
-10.73%Oreilly Automotive Inc
Shares3.9K
Event2026-03-31
Filed2026-04-21
FTNT
NewFortinet Inc
Shares4.4K
Event2026-03-31
Filed2026-04-21
TSM
NewTaiwan Semiconductor Manufactu
Shares1.1K
Event2026-03-31
Filed2026-04-21
TEX
NewTerex Corp
Shares6.1K
Event2026-03-31
Filed2026-04-21
EFX
NewEquifax Inc
Shares2.0K
Event2026-03-31
Filed2026-04-21
NTRS
-2.03%Northern Trust Corp
Shares2.6K
Event2026-03-31
Filed2026-04-21
SHLD
0.00%Global X Fds Defense Tech ETF
Shares5.0K
Event2026-03-31
Filed2026-04-21
PCAR
3.74%Paccar Inc
Shares3.1K
Event2026-03-31
Filed2026-04-21
Brookfield Renewable Corp Cl A
0.42%Brookfield Renewable Corp Cl A
Shares8.8K
Event2026-03-31
Filed2026-04-21
TSN
-0.35%Tyson Foods Inc
Shares5.5K
Event2026-03-31
Filed2026-04-21
TLH
0.00%Ishares Tr 10-20 Yr Trs ETF
Shares3.5K
Event2026-03-31
Filed2026-04-21
Match Group Inc
2.39%Match Group Inc
Shares11.4K
Event2026-03-31
Filed2026-04-21
BMRN
-0.10%Biomarin Pharmaceutical
Shares6.1K
Event2026-03-31
Filed2026-04-21
DFAT
1.10%Dimensional ETF Trust Us Targe
Shares5.5K
Event2026-03-31
Filed2026-04-21
RBLX
NewRoblox Corp Cl A
Shares6.1K
Event2026-03-31
Filed2026-04-21
VRP
NewInvesco Exch Traded Fd Tr Ii V
Shares14.2K
Event2026-03-31
Filed2026-04-21
CME
5.21%Cme Group Inc
Shares1.2K
Event2026-03-31
Filed2026-04-21
ICE
0.00%Intercontinental Exchange Inc
Shares2.2K
Event2026-03-31
Filed2026-04-21
HDV
NewIshares Core High Dividend ETF
Shares2.5K
Event2026-03-31
Filed2026-04-21
MCO
-0.90%Moodys Corp
Shares774
Event2026-03-31
Filed2026-04-21
ESGV
0.00%Vanguard World Fd Esg Us Stk E
Shares3.0K
Event2026-03-31
Filed2026-04-21
MKTX
16.45%Marketaxess Holdings Inc
Shares2.0K
Event2026-03-31
Filed2026-04-21
OGE
-1.59%Oge Energy Corp
Shares7.0K
Event2026-03-31
Filed2026-04-21
GHC
-12.67%Graham Hldgs Co Cl B
Shares317
Event2026-03-31
Filed2026-04-21
FPE
NewFirst Trust Pref Sec & Inc ETF
Shares18.9K
Event2026-03-31
Filed2026-04-21
CCRN
-11.01%Cross Country Healthcare Inc
Shares35.4K
Event2026-03-31
Filed2026-04-21
HL
NewHecla Mining Co
Shares17.8K
Event2026-03-31
Filed2026-04-21
UBER
NewUber Technologies Inc
Shares4.6K
Event2026-03-31
Filed2026-04-21
CFG
0.13%Citizens Finl Group Inc
Shares5.5K
Event2026-03-31
Filed2026-04-21
SF
98.83%Stifel Financial Corp
Shares4.4K
Event2026-03-31
Filed2026-04-21
AMT
-4.08%American Tower Corp
Shares1.9K
Event2026-03-31
Filed2026-04-21
INCY
-0.03%Incyte Corp
Shares3.4K
Event2026-03-31
Filed2026-04-21
TXRH
1.61%Texas Roadhouse Inc
Shares2.0K
Event2026-03-31
Filed2026-04-21
VBR
-8.61%Vanguard Small Cap Value ETF
Shares1.5K
Event2026-03-31
Filed2026-04-21
SEI
-38.67%Solaris Energy Infras Inc Cl A
Shares5.7K
Event2026-03-31
Filed2026-04-21
IWD
0.07%iShares Russell 1000 Value Ind
Shares1.5K
Event2026-03-31
Filed2026-04-21
KDP
NewKeurig Dr Pepper Inc
Shares12.2K
Event2026-03-31
Filed2026-04-21
MAR
1.34%Marriott International Inc
Shares983
Event2026-03-31
Filed2026-04-21
VSGX
0.00%Vanguard World Fd Esg Intl Stk
Shares4.5K
Event2026-03-31
Filed2026-04-21
DH
-0.00%Definitive Healthcare Corp Cla
Shares260.0K
Event2026-03-31
Filed2026-04-21
UNP
-49.46%Union Pac Corp
Shares1.3K
Event2026-03-31
Filed2026-04-21
SUSA
0.00%Ishares Esg Optimized Msci Usa
Shares2.4K
Event2026-03-31
Filed2026-04-21
NOC
5.28%Northrop Grumman Corp
Shares459
Event2026-03-31
Filed2026-04-21
DFAC
0.00%Dimensional ETF Trust Us Core
Shares8.0K
Event2026-03-31
Filed2026-04-21
FNF
-8.63%Fidelity National Financial In
Shares6.7K
Event2026-03-31
Filed2026-04-21
RJF
-37.72%Raymond James Financial Inc
Shares2.1K
Event2026-03-31
Filed2026-04-21
MSI
8.22%Motorola Solutions Inc
Shares711
Event2026-03-31
Filed2026-04-21
Bae Systems Plc Sponsored ADR
NewBae Systems Plc Sponsored ADR
Shares2.6K
Event2026-03-31
Filed2026-04-21
AZO
-3.19%Autozone Inc
Shares91
Event2026-03-31
Filed2026-04-21
MLI
0.00%Mueller Industries Inc
Shares2.8K
Event2026-03-31
Filed2026-04-21
ZM
NewZoom Communications Inc Class
Shares3.8K
Event2026-03-31
Filed2026-04-21
TXT
0.03%Textron Inc
Shares3.5K
Event2026-03-31
Filed2026-04-21
OXM
-10.66%Oxford Industries Inc
Shares7.9K
Event2026-03-31
Filed2026-04-21
SNDK
NewSandisk Corp
Shares480
Event2026-03-31
Filed2026-04-21
EW
2.65%Edwards Lifesciences Corp
Shares3.8K
Event2026-03-31
Filed2026-04-21
ORANY
NewOrange Fsponsored Adr 1 Adr Re
Shares14.8K
Event2026-03-31
Filed2026-04-21
OKE
0.79%Oneok Inc
Shares3.3K
Event2026-03-31
Filed2026-04-21
SBSW
NewSibanye Stillwater LTD ADR
Shares24.2K
Event2026-03-31
Filed2026-04-21
MET
25.58%Metlife Inc
Shares4.2K
Event2026-03-31
Filed2026-04-21
Steris Plc Ord
-32.85%Steris Plc Ord
Shares1.3K
Event2026-03-31
Filed2026-04-21
HLT
NewHilton Worldwide Hldgs Inc
Shares970
Event2026-03-31
Filed2026-04-21
ETR
3.55%Entergy Corp
Shares2.6K
Event2026-03-31
Filed2026-04-21
FIVE
0.24%Five Below Inc
Shares1.3K
Event2026-03-31
Filed2026-04-21
SITM
NewSitime Corp
Shares845
Event2026-03-31
Filed2026-04-21
ILMN
-9.23%Illumina Inc
Shares2.4K
Event2026-03-31
Filed2026-04-21
CVS
8.47%Cvs Health Corporation
Shares4.0K
Event2026-03-31
Filed2026-04-21
BCAL
-10.82%California Bancorp
Shares16.4K
Event2026-03-31
Filed2026-04-21
BE
-68.65%Bloom Energy Corp
Shares2.1K
Event2026-03-31
Filed2026-04-21
MGM
-22.60%Mgm Resorts International
Shares7.8K
Event2026-03-31
Filed2026-04-21
CDNS
3.09%Cadence Design Systems Inc
Shares1.0K
Event2026-03-31
Filed2026-04-21
Draftkings Inc Cl A
NewDraftkings Inc Cl A
Shares13.3K
Event2026-03-31
Filed2026-04-21
CLMB
171.42%Climb Global Solutions Inc
Shares14.5K
Event2026-03-31
Filed2026-04-21
EXAS
0.15%Exact Sciences Corp
Shares2.7K
Event2026-03-31
Filed2026-04-21
BWA
-0.17%Borg Warner Inc
Shares5.2K
Event2026-03-31
Filed2026-04-21
JCI
-0.78%Johnson Controls International
Shares2.2K
Event2026-03-31
Filed2026-04-21
MLPA
NewGlobal X Fds Glbl X Mlp ETF
Shares5.2K
Event2026-03-31
Filed2026-04-21
NYT
4.18%New York Times Co
Shares3.4K
Event2026-03-31
Filed2026-04-21
RBC
0.39%Rbc Bearings Inc.
Shares514
Event2026-03-31
Filed2026-04-21
HAS
0.24%Hasbro Inc
Shares3.0K
Event2026-03-31
Filed2026-04-21
RL
-0.74%Ralph Lauren Corp
Shares808
Event2026-03-31
Filed2026-04-21
LVS
-9.00%Las Vegas Sands Corp
Shares5.1K
Event2026-03-31
Filed2026-04-21
PRIM
NewPrimoris Svcs Corp
Shares1.9K
Event2026-03-31
Filed2026-04-21
STT
-1.55%State Street Corp
Shares2.2K
Event2026-03-31
Filed2026-04-21
CEG
NewConstellation Energy Corp
Shares977
Event2026-03-31
Filed2026-04-21
AA
0.29%Alcoa Corp
Shares4.1K
Event2026-03-31
Filed2026-04-21
ROK
2.58%Rockwell Automation Inc
Shares756
Event2026-03-31
Filed2026-04-21
QRVO
NewQorvo Inc
Shares3.5K
Event2026-03-31
Filed2026-04-21
Coherent Corp
-69.40%Coherent Corp
Shares1.1K
Event2026-03-31
Filed2026-04-21
SYF
NewSynchrony Financial
Shares4.0K
Event2026-03-31
Filed2026-04-21
MGNI
-7.63%Magnite Inc
Shares22.6K
Event2026-03-31
Filed2026-04-21
WFRD
NewWeatherford Intl Plc Ord
Shares2.8K
Event2026-03-31
Filed2026-04-21
TDG
0.88%Transdigm Group Inc
Shares230
Event2026-03-31
Filed2026-04-21
BVN
NewCIA De Minas Buenaventura SA A
Shares7.3K
Event2026-03-31
Filed2026-04-21
CMG
-30.06%Chipotle Mexican Grill Inc
Shares8.2K
Event2026-03-31
Filed2026-04-21
VHT
0.00%Vanguard World Fd Health Car E
Shares967
Event2026-03-31
Filed2026-04-21
CIEN
NewCiena Corp
Shares677
Event2026-03-31
Filed2026-04-21
DES
-18.33%Wisdomtree SmallCap Dividend F
Shares7.2K
Event2026-03-31
Filed2026-04-21
ALGN
6.68%Align Technology Inc
Shares1.5K
Event2026-03-31
Filed2026-04-21
LOB
-11.03%Live Oak Bancshares Inc
Shares7.7K
Event2026-03-31
Filed2026-04-21
Aon Plc Shs Cl A
0.89%Aon Plc Shs Cl A
Shares790
Event2026-03-31
Filed2026-04-21
NKE
10.13%Nike Inc Class B Npv
Shares4.8K
Event2026-03-31
Filed2026-04-21
IWY
0.00%Ishares Tr Rus Tp200 Gr ETF
Shares1.0K
Event2026-03-31
Filed2026-04-21
VUSB
NewVanguard UltraShort Bond ETF
Shares5.1K
Event2026-03-31
Filed2026-04-21
CPRT
NewCopart Inc
Shares7.6K
Event2026-03-31
Filed2026-04-21
CTRA
NewCoterra Energy Inc
Shares7.2K
Event2026-03-31
Filed2026-04-21
IFF
0.12%International Flavors &Fragran
Shares3.5K
Event2026-03-31
Filed2026-04-21
AGX
-66.79%Argan Inc
Shares460
Event2026-03-31
Filed2026-04-21
CGNX
NewCognex Corp
Shares5.1K
Event2026-03-31
Filed2026-04-21
XHB
0.00%Spdr Series Trust State Street
Shares2.5K
Event2026-03-31
Filed2026-04-21
WBD
NewWarner Bros Discovery Inc
Shares9.1K
Event2026-03-31
Filed2026-04-21
Enel Spa - Unspon Adr
NewEnel Spa - Unspon Adr
Shares22.8K
Event2026-03-31
Filed2026-04-21
BR
-1.62%Broadridge Financial Solution
Shares1.5K
Event2026-03-31
Filed2026-04-21
IT
NewGartner Inc
Shares1.5K
Event2026-03-31
Filed2026-04-21
SNOW
NewSnowflake Inc.
Shares1.6K
Event2026-03-31
Filed2026-04-21
SCVL
-21.79%Shoe Carnival Inc
Shares15.5K
Event2026-03-31
Filed2026-04-21
Federal Rlty Invt Tr Sh Ben In
0.93%Federal Rlty Invt Tr Sh Ben In
Shares2.3K
Event2026-03-31
Filed2026-04-21
Praxis Precision Medicines Inc
NewPraxis Precision Medicines Inc
Shares744
Event2026-03-31
Filed2026-04-21
HACK
NewAmplify Tr Cybersecurity ETF
Shares3.2K
Event2026-03-31
Filed2026-04-21
SPHQ
0.00%Invesco Exchange Traded Fd Tr
Shares3.2K
Event2026-03-31
Filed2026-04-21
SCHX
0.00%Schwab U.S. Large Cap ETF
Shares9.3K
Event2026-03-31
Filed2026-04-21
FTSL
NewFirst Tr Exchange-Traded Fd Iv
Shares5.3K
Event2026-03-31
Filed2026-04-21
DLR
-45.34%Digital Realty Trust Inc
Shares1.3K
Event2026-03-31
Filed2026-04-21
MASI
NewMasimo Corp
Shares1.3K
Event2026-03-31
Filed2026-04-21
ESTC
-26.07%Elastic N V Eur0.01
Shares4.7K
Event2026-03-31
Filed2026-04-21
HIW
NewHighwoods Properties Inc
Shares11.0K
Event2026-03-31
Filed2026-04-21
AEP
-0.73%American Elec Pwr Co Inc
Shares1.8K
Event2026-03-31
Filed2026-04-21
VDC
NewVanguard World Fd Consum Stp E
Shares1.0K
Event2026-03-31
Filed2026-04-21
Ovintiv Inc
-27.16%Ovintiv Inc
Shares3.9K
Event2026-03-31
Filed2026-04-21
XYL
NewXylem Inc
Shares1.9K
Event2026-03-31
Filed2026-04-21
FROG
NewJfrog Ltd Ils0.01
Shares4.8K
Event2026-03-31
Filed2026-04-21
FITB
7.65%Fifth Third Bancorp
Shares4.8K
Event2026-03-31
Filed2026-04-21
NEAR
3.39%Ishares Short Duration Bond Ac
Shares4.4K
Event2026-03-31
Filed2026-04-21
IQLT
NewIshares Tr Msci Intl Qualty
Shares4.8K
Event2026-03-31
Filed2026-04-21
IHI
0.12%Ishares Tr U.S. Med Dvc ETF
Shares4.2K
Event2026-03-31
Filed2026-04-21
LYV
1.81%Live Nation Entertainment Inc
Shares1.5K
Event2026-03-31
Filed2026-04-21
EXEL
-18.43%Exelixis Inc
Shares5.2K
Event2026-03-31
Filed2026-04-21
Leonardo SPA ADR
NewLeonardo SPA ADR
Shares6.6K
Event2026-03-31
Filed2026-04-21
LHX
-39.07%L3Harris Technologies Inc
Shares644
Event2026-03-31
Filed2026-04-21
IGSB
NewIshares Tr Ishs 1-5Yr Invs
Shares4.2K
Event2026-03-31
Filed2026-04-21
LASR
NewNlight Inc
Shares3.8K
Event2026-03-31
Filed2026-04-21
ARMK
-17.03%Aramark
Shares5.3K
Event2026-03-31
Filed2026-04-21
OTIS
-45.30%Otis Worldwide Corp
Shares2.8K
Event2026-03-31
Filed2026-04-21
JLL
-23.51%Jones Lang Lasalle Inc
Shares706
Event2026-03-31
Filed2026-04-21
TD
0.00%Toronto-Dominion Bank
Shares2.3K
Event2026-03-31
Filed2026-04-21
VOE
0.00%Vanguard Mid Cap Value Index
Shares1.2K
Event2026-03-31
Filed2026-04-21
DSI
0.00%Ishares Trust Esg Msci Kld 400
Shares1.8K
Event2026-03-31
Filed2026-04-21
TFC
NewTruist Finl Corp
Shares4.6K
Event2026-03-31
Filed2026-04-21
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