Sponsored
The Analysis of Piscataqua Savings Bank's Holdings & P&L
Currently, Piscataqua Savings Bank holds 416 types of securities in its portfolio with a total value $142.3M. In the most recent quarter, they have increased their positions in MSFT (+3.5K shares, valued at $1.3M), NDSN (+4.5K shares, valued at $1.2M), SPY (+716 shares, valued at $465.6K); decreased their positions in N/A (-1.2K shares, valued at $355.7K), IWF (-340 shares, valued at $145.0K), MTB (-663 shares, valued at $137.1K); initiated new positions in PAAA (+7.6K shares, valued at $387.0K), SCHD (+10.3K shares, valued at $316.6K), SCHG (+6.3K shares, valued at $184.5K).
1M P&L
+4.0M+2.97%
3M P&L
+4.4M+3.33%
HY P&L
+11.9M+9.48%
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/A22.8M
18.4%
2Software - Infrastructure10.0M
8.1%
3Consumer Electronics9.5M
7.6%
Top Industries by Stock Count
1N/A128 stocks
33.9%
2Drug Manufacturers - General10 stocks
2.6%
3Banks - Regional9 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS568 shares1.07%2026-03-312026-04-10
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF345 shares-6.76%2026-03-312026-04-10
Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK438 shares0.00%2026-03-312026-04-10
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS209 shares-34.89%2026-03-312026-04-10
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A218 sharesnew addition2026-03-312026-04-10
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
MSFT
15.20%MICROSOFT CORP COM
Shares26.6K
Event2026-03-31
Filed2026-04-10
AAPL
0.41%APPLE INC. COM
Shares37.3K
Event2026-03-31
Filed2026-04-10
ALPHABET INC CL A
-4.69%ALPHABET INC CL A
Shares25.1K
Event2026-03-31
Filed2026-04-10
JPM
-0.48%JPMORGAN CHASE & CO COM
Shares18.5K
Event2026-03-31
Filed2026-04-10
NDSN
29.03%NORDSON CORP NPV
Shares20.0K
Event2026-03-31
Filed2026-04-10
TJX
-0.56%TJX COMPANIES, INC
Shares25.7K
Event2026-03-31
Filed2026-04-10
GLW
-1.44%CORNING INC COM
Shares25.9K
Event2026-03-31
Filed2026-04-10
AMZN
-0.03%AMAZON COM INC
Shares15.1K
Event2026-03-31
Filed2026-04-10
BAC
-0.43%BANK OF AMER CORP COM
Shares53.6K
Event2026-03-31
Filed2026-04-10
RTX
-0.21%RTX CORPORATION COM
Shares13.2K
Event2026-03-31
Filed2026-04-10
MA
-1.05%MASTERCARD INC CL A
Shares5.1K
Event2026-03-31
Filed2026-04-10
ABBV
0.04%ABBVIE, INC
Shares11.3K
Event2026-03-31
Filed2026-04-10
BERKSHIRE HATHAWAY INC CL B
-0.13%BERKSHIRE HATHAWAY INC CL B
Shares4.7K
Event2026-03-31
Filed2026-04-10
SMH
0.43%VANECK SEMICONDUCTOR ETF
Shares5.8K
Event2026-03-31
Filed2026-04-10
CVX
-2.46%CHEVRON CORPORATION COM
Shares10.8K
Event2026-03-31
Filed2026-04-10
TE CONNECTIVITY PLC
-0.56%TE CONNECTIVITY PLC
Shares10.0K
Event2026-03-31
Filed2026-04-10
XOM
-1.46%EXXON MOBIL CORP COM
Shares12.2K
Event2026-03-31
Filed2026-04-10
UNP
-0.73%UNION PAC CORP COM
Shares8.2K
Event2026-03-31
Filed2026-04-10
CSCO
-0.21%CISCO SYS INC COM
Shares25.4K
Event2026-03-31
Filed2026-04-10
AXP
0.00%AMERICAN EXPRESS CO COM
Shares6.2K
Event2026-03-31
Filed2026-04-10
RCL
0.00%ROYAL CARIBBEAN GROUP
Shares6.5K
Event2026-03-31
Filed2026-04-10
BLACKROCK INC NPV
-1.76%BLACKROCK INC NPV
Shares1.8K
Event2026-03-31
Filed2026-04-10
V
-0.60%VISA INC
Shares5.2K
Event2026-03-31
Filed2026-04-10
LLY
0.00%LILLY ELI & CO COM
Shares1.6K
Event2026-03-31
Filed2026-04-10
SPY
45.69%S & P 500 INDEX DEP RECEIPTS ETF
Shares2.3K
Event2026-03-31
Filed2026-04-10
UNH
-0.33%UNITEDHEALTH GROUP INC COM
Shares5.2K
Event2026-03-31
Filed2026-04-10
MCD
0.00%MCDONALDS CORP COM
Shares4.5K
Event2026-03-31
Filed2026-04-10
PEP
0.00%PEPSICO INC COM
Shares8.2K
Event2026-03-31
Filed2026-04-10
ALPHABET INC CL C
-1.75%ALPHABET INC CL C
Shares4.4K
Event2026-03-31
Filed2026-04-10
WM
0.00%WASTE MANAGEMENT INC COM
Shares5.4K
Event2026-03-31
Filed2026-04-10
PNR
0.00%PENTAIR PLC
Shares14.3K
Event2026-03-31
Filed2026-04-10
VPU
0.00%VANGUARD UTILITIES ETF
Shares6.1K
Event2026-03-31
Filed2026-04-10
MPC
-0.21%MARATHON PETROLEUM CORP
Shares4.8K
Event2026-03-31
Filed2026-04-10
SYK
0.00%STRYKER CORP COM
Shares3.5K
Event2026-03-31
Filed2026-04-10
HD
0.00%HOME DEPOT INC COM
Shares3.4K
Event2026-03-31
Filed2026-04-10
CL
6.45%COLGATE PALMOLIVE CO COM
Shares12.6K
Event2026-03-31
Filed2026-04-10
TXN
0.00%TEXAS INSTRS INC COM
Shares5.1K
Event2026-03-31
Filed2026-04-10
SCHX
0.00%SCHWAB US LARGE CAP
Shares36.0K
Event2026-03-31
Filed2026-04-10
GILD
0.00%GILEAD SCIENCES COM
Shares6.2K
Event2026-03-31
Filed2026-04-10
PRU
0.00%PRUDENTIAL FINANCIAL, INC COM
Shares8.7K
Event2026-03-31
Filed2026-04-10
DIS
-1.34%DISNEY WALT CO COM
Shares8.5K
Event2026-03-31
Filed2026-04-10
VGK
0.00%VANGUARD FTSE EUROPE ETF
Shares9.6K
Event2026-03-31
Filed2026-04-10
GE AEROSPACE
0.00%GE AEROSPACE
Shares2.8K
Event2026-03-31
Filed2026-04-10
NEE
0.00%NEXTERA ENERGY INC
Shares8.2K
Event2026-03-31
Filed2026-04-10
DHR
-2.46%DANAHER CORPORATION COM
Shares4.0K
Event2026-03-31
Filed2026-04-10
ABT
-0.24%ABBOTT LABS COM
Shares7.2K
Event2026-03-31
Filed2026-04-10
EFA
1.33%ISHARES MSCI EAFE ETF
Shares7.6K
Event2026-03-31
Filed2026-04-10
IBM
0.00%INTERNATIONAL BUSINESS MACHS COM
Shares2.9K
Event2026-03-31
Filed2026-04-10
JNJ
0.00%JOHNSON & JOHNSON COM
Shares2.9K
Event2026-03-31
Filed2026-04-10
PG
0.00%PROCTER AND GAMBLE CO COM
Shares4.9K
Event2026-03-31
Filed2026-04-10
FENI
94.93%FIDELITY ENHANCED INTER ETF
Shares18.4K
Event2026-03-31
Filed2026-04-10
VV
-10.52%VANGUARD INDEX FDS LARGE CAP ETF
Shares2.1K
Event2026-03-31
Filed2026-04-10
CMCSA
-0.25%COMCAST CORP NEW COM CL A
Shares21.0K
Event2026-03-31
Filed2026-04-10
XLB
0.00%SPDR MATERIALS SELECT SECTOR ETF
Shares11.8K
Event2026-03-31
Filed2026-04-10
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares6.6K
Event2026-03-31
Filed2026-04-10
NVDA
-3.02%NVIDIA CORPORATION
Shares3.2K
Event2026-03-31
Filed2026-04-10
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares22.0K
Event2026-03-31
Filed2026-04-10
FTEC
0.00%FID MSCI INFORMATION TECHNOLOGY INDEX
Shares2.6K
Event2026-03-31
Filed2026-04-10
CSX
-7.08%CSX CORP
Shares13.1K
Event2026-03-31
Filed2026-04-10
VEA
-13.51%VANGUARD DEV MKTS INDEX FD ETF
Shares8.3K
Event2026-03-31
Filed2026-04-10
WFC
0.00%WELLS FARGO & CO NEW COM
Shares6.6K
Event2026-03-31
Filed2026-04-10
VTES
0.00%VANGUARD WELLINGTON FD ST EX BOND ETF
Shares5.0K
Event2026-03-31
Filed2026-04-10
SCHA
0.00%SCHWAB US SMALL-CAP ETF
Shares17.2K
Event2026-03-31
Filed2026-04-10
COP
0.00%CONOCOPHILLIPS COM
Shares3.7K
Event2026-03-31
Filed2026-04-10
STT
0.00%STATE STR CORP COM
Shares3.7K
Event2026-03-31
Filed2026-04-10
FCOM
-4.37%FID MSCI COMMUNICATIONS SERVICES INDEX
Shares6.6K
Event2026-03-31
Filed2026-04-10
IEMG
-8.24%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares6.1K
Event2026-03-31
Filed2026-04-10
EEM
0.00%ISHARES MSCI EMG MKT ETF
Shares7.4K
Event2026-03-31
Filed2026-04-10
CARR
0.00%CARRIER GLOBAL CORP COM
Shares7.4K
Event2026-03-31
Filed2026-04-10
MCHP
0.00%MICROCHIP TECHNOLOGY INC COM
Shares6.1K
Event2026-03-31
Filed2026-04-10
PAAA
NewPGIM AAA CLO ETF
Shares7.6K
Event2026-03-31
Filed2026-04-10
VZ
0.00%VERIZON COMMUNICATIONS COM
Shares7.6K
Event2026-03-31
Filed2026-04-10
MERCK & CO INC NEW
0.00%MERCK & CO INC NEW
Shares3.1K
Event2026-03-31
Filed2026-04-10
GEV
0.00%GE VERNOVA INC
Shares425
Event2026-03-31
Filed2026-04-10
TDY
0.00%TELEDYNE TECHNOLOGIES INC
Shares603
Event2026-03-31
Filed2026-04-10
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares1.4K
Event2026-03-31
Filed2026-04-10
VANGUARD INDEX FDS S&P 500 ETF SHS
1.07%VANGUARD INDEX FDS S&P 500 ETF SHS
Shares568
Event2026-03-31
Filed2026-04-10
AWK
0.00%AMERICAN WATER WORKS
Shares2.4K
Event2026-03-31
Filed2026-04-10
GENERAL DYNAMICS COM
-4.98%GENERAL DYNAMICS COM
Shares955
Event2026-03-31
Filed2026-04-10
SCHD
NewSCHWAB U.S. DIVIDEND EQUITY ETF
Shares10.3K
Event2026-03-31
Filed2026-04-10
CAT
0.00%CATERPILLAR INC COM
Shares446
Event2026-03-31
Filed2026-04-10
CENCORA INC
-13.33%CENCORA INC
Shares975
Event2026-03-31
Filed2026-04-10
HON
0.00%HONEYWELL INTL INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-10
FHLC
0.00%FID MSCI HEALTH CARE INDEX
Shares4.1K
Event2026-03-31
Filed2026-04-10
FMDE
0.00%FIDELITY ENHANCED MID CAP ETF
Shares8.0K
Event2026-03-31
Filed2026-04-10
LMT
0.00%LOCKHEED MARTIN CORP COM
Shares470
Event2026-03-31
Filed2026-04-10
SCHH
0.00%SCHWAB US REIT ETF
Shares13.2K
Event2026-03-31
Filed2026-04-10
INVESCO QQQ TRUST SERIES 1 ETF
-9.49%INVESCO QQQ TRUST SERIES 1 ETF
Shares477
Event2026-03-31
Filed2026-04-10
SPSM
-18.62%SPDR SERIES TRUST STATE STREET SPD
Shares5.7K
Event2026-03-31
Filed2026-04-10
ADP
-1.50%AUTOMATIC DATA PROCESSING COM
Shares1.3K
Event2026-03-31
Filed2026-04-10
VPL
0.00%VANGUARD PACIFIC STOCK INDEXFUND ETF
Shares2.7K
Event2026-03-31
Filed2026-04-10
DVY
0.00%ISHARES SELECT DIVIDEND ETF
Shares1.7K
Event2026-03-31
Filed2026-04-10
NKE
0.00%NIKE CORP COM
Shares4.8K
Event2026-03-31
Filed2026-04-10
IWF
-36.52%ISHARES RUS 1000 GROWTH ETF
Shares591
Event2026-03-31
Filed2026-04-10
MO
0.28%ALTRIA GROUP INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-10
GLD
0.18%SPDR GOLD TRUST ETF
Shares545
Event2026-03-31
Filed2026-04-10
STZ
-15.83%CONSTELLATION BRANDS CLASS A
Shares1.5K
Event2026-03-31
Filed2026-04-10
T
44.73%AT&T INC COM
Shares7.9K
Event2026-03-31
Filed2026-04-10
IJR
0.00%ISHARES S&P SMALL CAP 600 INDEX FD ETF
Shares1.8K
Event2026-03-31
Filed2026-04-10
MS
0.00%MORGAN STANLEY COM
Shares1.3K
Event2026-03-31
Filed2026-04-10
NVS
0.00%NOVARTIS AG SPNSRD ADR
Shares1.4K
Event2026-03-31
Filed2026-04-10
RWR
0.00%SPDR SERIES TRUST STATE STREET SPD
Shares2.1K
Event2026-03-31
Filed2026-04-10
KO
0.00%COCA COLA CO COM
Shares2.8K
Event2026-03-31
Filed2026-04-10
FDIS
0.00%FID MSCI CONSUMER DISCRETIONARY INDEX
Shares2.2K
Event2026-03-31
Filed2026-04-10
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares2.2K
Event2026-03-31
Filed2026-04-10
VWO
15.75%VANGUARD EMERGING MARKETS ETF #964
Shares3.7K
Event2026-03-31
Filed2026-04-10
COST
0.00%COSTCO WHOLESALE CORP COM
Shares199
Event2026-03-31
Filed2026-04-10
APD
0.00%AIR PRODUCTS & CHEMS INC COM
Shares682
Event2026-03-31
Filed2026-04-10
FSTA
0.00%FID MSCI CONSUMER STAPLES INDEX
Shares3.7K
Event2026-03-31
Filed2026-04-10
INTC
-6.58%INTEL CORP COM
Shares4.3K
Event2026-03-31
Filed2026-04-10
BMY
0.00%BRISTOL MYERS SQUIBB COM
Shares3.1K
Event2026-03-31
Filed2026-04-10
SCHG
NewSCHWAB US LARGE-CAP GROWTH ETF
Shares6.3K
Event2026-03-31
Filed2026-04-10
PFF
785.23%ISHARES TR PFD & INCOME SECS ETF
Shares6.1K
Event2026-03-31
Filed2026-04-10
ITW
0.00%ILLINOIS TOOL WORKS INC COM
Shares700
Event2026-03-31
Filed2026-04-10
IYM
0.00%ISHARES U.S. BASIC MTLS ETF
Shares1.0K
Event2026-03-31
Filed2026-04-10
FCX
0.00%FREEPORT-MCMORAN INC
Shares3.0K
Event2026-03-31
Filed2026-04-10
CIGNA CORP
0.00%CIGNA CORP
Shares660
Event2026-03-31
Filed2026-04-10
PM
0.00%PHILIP MORRIS INTL INC
Shares1.1K
Event2026-03-31
Filed2026-04-10
ALGN
-0.59%ALIGN TECHNOLOGY INC
Shares1.0K
Event2026-03-31
Filed2026-04-10
TGT
0.00%TARGET CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-10
ESQ
0.00%ESQUIRE FINL HLDGS INC
Shares1.6K
Event2026-03-31
Filed2026-04-10
EATON CORP PLC
-6.30%EATON CORP PLC
Shares476
Event2026-03-31
Filed2026-04-10
GLDM
0.00%SPDR GOLD MINISHARES TRUST
Shares1.8K
Event2026-03-31
Filed2026-04-10
HEZU
0.00%ISHARES CURRENCY HEDGE MSCI EUROZONE ETF
Shares3.8K
Event2026-03-31
Filed2026-04-10
AMT
0.00%AMERICAN TOWER CORP REIT
Shares947
Event2026-03-31
Filed2026-04-10
AMGN
0.00%AMGEN INC COM
Shares457
Event2026-03-31
Filed2026-04-10
LINDE PLC NPV
0.00%LINDE PLC NPV
Shares307
Event2026-03-31
Filed2026-04-10
SCHB
NewSCHWAB U.S. BROAD MARKET ETF
Shares6.0K
Event2026-03-31
Filed2026-04-10
ALL
0.00%ALLSTATE CORP COM
Shares725
Event2026-03-31
Filed2026-04-10
CMI
0.00%CUMMINS INC
Shares279
Event2026-03-31
Filed2026-04-10
EMR
0.00%EMERSON ELECTRIC CO COM
Shares1.1K
Event2026-03-31
Filed2026-04-10
LOW
0.00%LOWES COS INC COM
Shares609
Event2026-03-31
Filed2026-04-10
SCHI
0.00%SCHWAB 5-10 YEAR CORPORATE BOND
Shares6.3K
Event2026-03-31
Filed2026-04-10
WMT
5.25%WALMART INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-10
FESM
48.00%FIDELITY ENHANCED SMALL CAP ETF
Shares3.7K
Event2026-03-31
Filed2026-04-10
HIG
0.00%HARTFORD INSURANCE GRP INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-10
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares1.0K
Event2026-03-31
Filed2026-04-10
SMBS
0.00%SCHWAB MBS ETF
Shares5.2K
Event2026-03-31
Filed2026-04-10
FNCL
0.00%FID MSCI FINANCIALS INDEX
Shares1.9K
Event2026-03-31
Filed2026-04-10
PSX
0.00%PHILLIPS 66
Shares714
Event2026-03-31
Filed2026-04-10
IJH
-13.48%ISHARES TR CORE S&P MID-CAP ETF
Shares1.9K
Event2026-03-31
Filed2026-04-10
VLTO
0.00%VERALTO CORP
Shares1.4K
Event2026-03-31
Filed2026-04-10
CAH
0.00%CARDINAL HEALTH INC COM
Shares588
Event2026-03-31
Filed2026-04-10
ACCENTURE PLC
-27.71%ACCENTURE PLC
Shares613
Event2026-03-31
Filed2026-04-10
VBK
0.00%VANGUARD SMALL CAP GROWTH ETF
Shares400
Event2026-03-31
Filed2026-04-10
KLAC
-8.99%KLA CORPORATION
Shares81
Event2026-03-31
Filed2026-04-10
IGIB
0.00%ISHARES INTERM CREDIT BD ETF
Shares2.2K
Event2026-03-31
Filed2026-04-10
META
144.58%META PLATFORMS INC
Shares203
Event2026-03-31
Filed2026-04-10
COF
0.00%CAPITAL ONE FINANCIAL
Shares633
Event2026-03-31
Filed2026-04-10
BROADCOM INC
0.00%BROADCOM INC
Shares370
Event2026-03-31
Filed2026-04-10
DGRW
0.00%WISDOMTREE US QUALITY DIV GROWTH FD ETF
Shares1.3K
Event2026-03-31
Filed2026-04-10
EPD
0.00%ENTERPRISE PRODS PARTNERS LPCOM
Shares3.0K
Event2026-03-31
Filed2026-04-10
ORCL
0.00%ORACLE CORP COM
Shares762
Event2026-03-31
Filed2026-04-10
SCHE
74.34%SCHWAB EMERGING MARKETS EQUITY
Shares3.4K
Event2026-03-31
Filed2026-04-10
VMBS
0.00%VANGUARD MTG-BACKED SECS ETF
Shares2.2K
Event2026-03-31
Filed2026-04-10
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares355
Event2026-03-31
Filed2026-04-10
MDLZ
0.00%MONDELEZ INTL INC
Shares1.8K
Event2026-03-31
Filed2026-04-10
VIGI
278.00%VANGUARD INTERNATIONAL DIV APPRECIATION ETF
Shares1.1K
Event2026-03-31
Filed2026-04-10
IWR
0.00%ISHARES RUSSELL MID-CAP ETF
Shares1.0K
Event2026-03-31
Filed2026-04-10
KMB
0.00%KIMBERLY- CLARK CORP COM
Shares987
Event2026-03-31
Filed2026-04-10
DXJ
0.00%WISDOMTREE JAPAN HEDGED EQUITY FD ETF
Shares596
Event2026-03-31
Filed2026-04-10
D
0.00%DOMINION ENERGY INC NPV
Shares1.5K
Event2026-03-31
Filed2026-04-10
ASTE
0.00%ASTEC INDUSTRIES
Shares1.7K
Event2026-03-31
Filed2026-04-10
BCC
0.00%BOISE CASCADE CO DEL
Shares1.2K
Event2026-03-31
Filed2026-04-10
VHT
0.00%VANGUARD HEALTH CARE ETF
Shares329
Event2026-03-31
Filed2026-04-10
PH
0.00%PARKER HANNIFIN CORP
Shares100
Event2026-03-31
Filed2026-04-10
VGT
0.00%VANGUARD INFORMATION TECH ETF
Shares125
Event2026-03-31
Filed2026-04-10
ICE
0.00%INTERCONTINENTAL EXCHANGE INC
Shares541
Event2026-03-31
Filed2026-04-10
EWJ
-43.99%ISHARES TR MSCI JAPAN ETF
Shares988
Event2026-03-31
Filed2026-04-10
ADI
0.00%ANALOG DEVICES INC COM
Shares257
Event2026-03-31
Filed2026-04-10
ESGV
0.00%VANGUARD ESQ US STOCK FD ETF
Shares711
Event2026-03-31
Filed2026-04-10
GWW
0.00%W.W. GRAINGER INC COM
Shares70
Event2026-03-31
Filed2026-04-10
SDY
0.00%SPDR S&P DIVIDEND ETF
Shares515
Event2026-03-31
Filed2026-04-10
MLPX
NewGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
Shares976
Event2026-03-31
Filed2026-04-10
IEF
0.00%ISHARES 7-10 YEAR TREASURY BOND
Shares706
Event2026-03-31
Filed2026-04-10
WELL
0.00%WELLTOWER INC
Shares338
Event2026-03-31
Filed2026-04-10
INVESCO S&P 500 EQUAL WEIGHT ETF
-6.76%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares345
Event2026-03-31
Filed2026-04-10
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares500
Event2026-03-31
Filed2026-04-10
OTIS
0.00%OTIS WORLDWIDE CORP
Shares822
Event2026-03-31
Filed2026-04-10
IJJ
0.00%ISHARES S&P MIDCAP 400 VL ETF
Shares474
Event2026-03-31
Filed2026-04-10
EFX
0.00%EQUIFAX INC COM
Shares347
Event2026-03-31
Filed2026-04-10
IWD
0.00%ISHARES RUS 1000 VALUE ETF
Shares290
Event2026-03-31
Filed2026-04-10
SO
0.00%SOUTHERN CO COM
Shares640
Event2026-03-31
Filed2026-04-10
BKLN
0.00%INVESCO SENIOR LOAN ETF
Shares2.9K
Event2026-03-31
Filed2026-04-10
CVS
0.00%CVS HEALTH CORP COM
Shares832
Event2026-03-31
Filed2026-04-10
GOVT
0.00%ISHARES US TREASURY BOND ETF
Shares2.6K
Event2026-03-31
Filed2026-04-10
NZF
0.00%NUVEEN MUNICIPAL CREDIT INCOME FUND
Shares4.8K
Event2026-03-31
Filed2026-04-10
EXE
0.00%EXPAND ENERGY CORP
Shares520
Event2026-03-31
Filed2026-04-10
AFL
0.00%AFLAC, INC. COM
Shares520
Event2026-03-31
Filed2026-04-10
MEDTRONIC PLC
0.00%MEDTRONIC PLC
Shares646
Event2026-03-31
Filed2026-04-10
FAST
0.00%FASTENAL CO
Shares1.2K
Event2026-03-31
Filed2026-04-10
JEPI
NewJPMORGAN EQUITY PREMIUM INCOME ETF
Shares975
Event2026-03-31
Filed2026-04-10
VXF
0.00%VANGUARD EXTENDED MARKET ETF
Shares265
Event2026-03-31
Filed2026-04-10
EVR
0.00%EVERCORE INC
Shares180
Event2026-03-31
Filed2026-04-10
XLF
0.00%SPDR FINANCIAL SELECT SECTOR ETF
Shares1.1K
Event2026-03-31
Filed2026-04-10
CLX
0.00%CLOROX CO
Shares500
Event2026-03-31
Filed2026-04-10
QCOM
0.00%QUALCOMM INC COM
Shares400
Event2026-03-31
Filed2026-04-10
QNITY ELECTRONICS INC COMMON STOCK
0.00%QNITY ELECTRONICS INC COMMON STOCK
Shares438
Event2026-03-31
Filed2026-04-10
XLI
0.00%SPDR INDUSTRIAL SELECT SECTOR ETF
Shares306
Event2026-03-31
Filed2026-04-10
CTVA
0.00%CORTEVA INC
Shares583
Event2026-03-31
Filed2026-04-10
ECL
0.00%ECOLAB INC COM
Shares176
Event2026-03-31
Filed2026-04-10
TRV
-27.52%TRAVELERS COS INC COM
Shares158
Event2026-03-31
Filed2026-04-10
PPG
0.00%PPG INDS INC COM
Shares430
Event2026-03-31
Filed2026-04-10
XEL
0.00%XCEL ENERGY INC COM
Shares575
Event2026-03-31
Filed2026-04-10
ENB
0.00%ENBRIDGE INC
Shares840
Event2026-03-31
Filed2026-04-10
CME
0.00%CME GROUP INC COM
Shares151
Event2026-03-31
Filed2026-04-10
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares378
Event2026-03-31
Filed2026-04-10
IHE
0.00%ISHARES TR US PHARMACEUTICAL ETF
Shares498
Event2026-03-31
Filed2026-04-10
NU
0.00%NU HOLDINGS LIMITED
Shares3.0K
Event2026-03-31
Filed2026-04-10
TT
0.00%TRANE TECHNOLOGIES PLC
Shares100
Event2026-03-31
Filed2026-04-10
ORLY
0.00%O'REILLY AUTOMOTIVE INC
Shares450
Event2026-03-31
Filed2026-04-10
DUPONT DE NEMOURS INC
0.00%DUPONT DE NEMOURS INC
Shares880
Event2026-03-31
Filed2026-04-10
XLK
0.00%SPDR TECHNOLOGY SELECT SECTOR ETF
Shares296
Event2026-03-31
Filed2026-04-10
F
238.40%FORD MOTOR CO DEL COM
Shares3.4K
Event2026-03-31
Filed2026-04-10
WAT
31.00%WATERS CORPORATION
Shares131
Event2026-03-31
Filed2026-04-10
BDX
0.00%BECTON-DICKINSON & CO COM
Shares245
Event2026-03-31
Filed2026-04-10
ADSK
0.00%AUTODESK INC COM
Shares160
Event2026-03-31
Filed2026-04-10
BKNG
0.00%BOOKING HOLDINGS INC
Shares9
Event2026-03-31
Filed2026-04-10
IRM
0.00%IRON MTN I COM NPV
Shares353
Event2026-03-31
Filed2026-04-10
VO
0.00%VANGUARD INDEX FDS MID CAP ETF
Shares122
Event2026-03-31
Filed2026-04-10
BR
0.00%BROADRIDGE FINL SOLUTIONS COM
Shares215
Event2026-03-31
Filed2026-04-10
MDY
0.00%STATE STREET SPDR S&P 400 ETF
Shares56
Event2026-03-31
Filed2026-04-10
SBUX
0.00%STARBUCKS CORP COM
Shares385
Event2026-03-31
Filed2026-04-10
DOW
0.00%DOW INC
Shares812
Event2026-03-31
Filed2026-04-10
KMI
0.00%KINDER MORGAN INC
Shares1.0K
Event2026-03-31
Filed2026-04-10
DAL
0.00%DELTA AIRLINES INC
Shares500
Event2026-03-31
Filed2026-04-10
XLP
0.00%SPDR CONSUMER STAPLES SELECT SECTOR ETF
Shares405
Event2026-03-31
Filed2026-04-10
DELL
0.00%DELL TECHNOLOGIES INC CL C
Shares198
Event2026-03-31
Filed2026-04-10
ROST
0.00%ROSS STORES INC
Shares150
Event2026-03-31
Filed2026-04-10
PANW
0.00%PALO ALTO NETWORKS INC
Shares200
Event2026-03-31
Filed2026-04-10
WAB
-0.78%WABTEC
Shares128
Event2026-03-31
Filed2026-04-10
ATR
0.00%APTARGROUP INC USD
Shares253
Event2026-03-31
Filed2026-04-10
VIG
0.00%VANGUARD DIV APPRECIATION ETF
Shares148
Event2026-03-31
Filed2026-04-10
TOST
9.09%TOAST INC
Shares1.2K
Event2026-03-31
Filed2026-04-10
A
0.00%AGILENT TECHNOLOGIES COM
Shares277
Event2026-03-31
Filed2026-04-10
VTV
0.00%VANGUARD VALUE INDEX ETF
Shares160
Event2026-03-31
Filed2026-04-10
CITIGROUP INC
0.00%CITIGROUP INC
Shares270
Event2026-03-31
Filed2026-04-10
WTRG
0.00%ESSENTIAL UTILITIES INC
Shares750
Event2026-03-31
Filed2026-04-10
GSK PLC 25P ADR
0.00%GSK PLC 25P ADR
Shares545
Event2026-03-31
Filed2026-04-10
FXD
0.00%FIRST TRUST CONSUMER DISCRET EFT
Shares465
Event2026-03-31
Filed2026-04-10
CTSH
0.00%COGNIZANT TECHNOLOGY SOLUTIONS CORP
Shares485
Event2026-03-31
Filed2026-04-10
FXZ
0.00%FIRST TRUST MTRLS ALPHADEX ETF
Shares390
Event2026-03-31
Filed2026-04-10
FTV
0.00%FORTIVE CORP USD 0.01
Shares527
Event2026-03-31
Filed2026-04-10
BA
0.00%BOEING COMPANY COM
Shares145
Event2026-03-31
Filed2026-04-10
MMM
0.00%3M CO COM
Shares194
Event2026-03-31
Filed2026-04-10
INTU
0.00%INTUIT INC
Shares65
Event2026-03-31
Filed2026-04-10
PGX
0.00%INVESCO EXCH TRADED FD TR II PFD ETF
Shares2.6K
Event2026-03-31
Filed2026-04-10
VSGX
0.00%VANGUARD WORLD FUND ETF
Shares390
Event2026-03-31
Filed2026-04-10
ZBH
0.00%ZIMMER BIOMET HLDGS INC COM
Shares297
Event2026-03-31
Filed2026-04-10
DEO
-8.18%DIAGEO PLC SPON ADR NEW
Shares359
Event2026-03-31
Filed2026-04-10
INDB
0.00%INDEPENDENT BANK CORP
Shares342
Event2026-03-31
Filed2026-04-10
TMO
0.00%THERMO FISHER SCIENTIFIC COM
Shares52
Event2026-03-31
Filed2026-04-10
GIS
0.00%GENERAL MILLS INC COM
Shares686
Event2026-03-31
Filed2026-04-10
FDX
0.00%FEDEX CORPORATION COM
Shares70
Event2026-03-31
Filed2026-04-10
UPS
0.00%UNITED PARCEL SERVICE INC CL B
Shares250
Event2026-03-31
Filed2026-04-10
TD
0.00%TORONTO-DOMINION BANK NEW COM
Shares263
Event2026-03-31
Filed2026-04-10
O
0.00%REALTY INCOME CORP REIT COM
Shares400
Event2026-03-31
Filed2026-04-10
AMP
0.00%AMERIPRISE FINANCIAL INC COM
Shares55
Event2026-03-31
Filed2026-04-10
MKC
0.00%MCCORMICK & CO COM
Shares482
Event2026-03-31
Filed2026-04-10
AIG
0.00%AMERICAN INTL GROUP INC NEW
Shares322
Event2026-03-31
Filed2026-04-10
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares257
Event2026-03-31
Filed2026-04-10
BIL
0.00%SPDR BLOOMBERG 1-3 T-BILL ETF
Shares263
Event2026-03-31
Filed2026-04-10
PHO
0.00%INVESCO WATER RESOURCES ETF
Shares350
Event2026-03-31
Filed2026-04-10
SLB
0.00%SCHLUMBERGER LTD COM STK
Shares436
Event2026-03-31
Filed2026-04-10
MMC
0.00%MARSH & MCLENNAN COS INC COM
Shares129
Event2026-03-31
Filed2026-04-10
VCIT
0.00%VANGUARD INTERM-TERM CORP BOND INDEX #75 ETF
Shares269
Event2026-03-31
Filed2026-04-10
SYY
0.00%SYSCO CORP COM
Shares308
Event2026-03-31
Filed2026-04-10
UTF
0.00%COHEN & STEERS INFRASTRCTR FD ETF
Shares829
Event2026-03-31
Filed2026-04-10
DE
0.00%DEERE & CO
Shares38
Event2026-03-31
Filed2026-04-10
FPE
0.00%FIRST TRUST PFD ETF
Shares1.2K
Event2026-03-31
Filed2026-04-10
IYK
0.00%ISHARES U.S. CONSUMR STAPLES ETF
Shares300
Event2026-03-31
Filed2026-04-10
GM
0.00%GENERAL MOTORS CO
Shares275
Event2026-03-31
Filed2026-04-10
TIP
0.00%ISHARES TIPS BD ETF
Shares184
Event2026-03-31
Filed2026-04-10
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares24
Event2026-03-31
Filed2026-04-10
USIG
0.00%ISHARES INVT GRD BD
Shares396
Event2026-03-31
Filed2026-04-10
VONV
-18.80%VANGUARD RUSSELL 1000 VALUE
Shares216
Event2026-03-31
Filed2026-04-10
ELV
0.00%ELEVANCE HEALTH INC
Shares69
Event2026-03-31
Filed2026-04-10
FI
0.00%FISERV INC COM
Shares355
Event2026-03-31
Filed2026-04-10
DGS
NewWISDOMTREE EMERGING MARKETS SMALLCP DIV FD ETF
Shares328
Event2026-03-31
Filed2026-04-10
XLV
0.00%SPDR HEALTH CARE SELECT SECTOR ETF
Shares134
Event2026-03-31
Filed2026-04-10
LCTX
0.00%LINEAGE CELL THERAPUTICS INC
Shares12.5K
Event2026-03-31
Filed2026-04-10
LAM NPV
0.00%LAM NPV
Shares90
Event2026-03-31
Filed2026-04-10
MTB
-87.93%M&T BANK CORP
Shares91
Event2026-03-31
Filed2026-04-10
LUV
0.00%SOUTHWEST AIRLINES CO COM
Shares500
Event2026-03-31
Filed2026-04-10
MFC
0.00%MANULIFE FINL CORP
Shares545
Event2026-03-31
Filed2026-04-10
WPC
0.00%W P CAREY INC
Shares275
Event2026-03-31
Filed2026-04-10
GERN
0.00%GERON CORP
Shares12.5K
Event2026-03-31
Filed2026-04-10
JEPQ
0.00%JP MORGAN NASDAQ EQUITY PREM
Shares335
Event2026-03-31
Filed2026-04-10
AVDV
NewAVANTIS INTL SMALL CAP VALUE ETF
Shares186
Event2026-03-31
Filed2026-04-10
ICF
0.00%ISHARES SELECT U.S. REIT ETF
Shares300
Event2026-03-31
Filed2026-04-10
CEG
0.00%CONSTELLATION ENERGY CORP
Shares66
Event2026-03-31
Filed2026-04-10
EG
0.00%EVEREST GROUP LTD COM
Shares56
Event2026-03-31
Filed2026-04-10
AMAT
0.00%APPLIED MATERIALS INC COM
Shares53
Event2026-03-31
Filed2026-04-10
ONDS
NewONDAS INC COM NEW
Shares2.0K
Event2026-03-31
Filed2026-04-10
SCHJ
0.00%SCHWAB 1-5 YEAR CORPORATE BOND
Shares711
Event2026-03-31
Filed2026-04-10
PFE
0.00%PFIZER INC COM
Shares599
Event2026-03-31
Filed2026-04-10
SMMD
NewISHARES RUSSELL 2500 ETF
Shares220
Event2026-03-31
Filed2026-04-10
IHF
0.00%ISHARES TR US HLTHCR PR ETF
Shares400
Event2026-03-31
Filed2026-04-10
EFR
0.00%EATON VANCE SR CEF TR
Shares1.6K
Event2026-03-31
Filed2026-04-10
TFC
0.00%TRUIST FINANCIAL CORP
Shares360
Event2026-03-31
Filed2026-04-10
ALNY
0.00%ALNYLAM PHARMA
Shares50
Event2026-03-31
Filed2026-04-10
MAR
0.00%MARRIOTT INTERNATIONAL - A COM
Shares50
Event2026-03-31
Filed2026-04-10
AJG
0.00%GALLAGHER ARTHUR J & CO COM
Shares75
Event2026-03-31
Filed2026-04-10
IJK
0.00%ISHARES S&P MIDCAP 400 GR ETF
Shares160
Event2026-03-31
Filed2026-04-10
SOLSTICE ADVANCED MATLS INC COM SHS
-34.89%SOLSTICE ADVANCED MATLS INC COM SHS
Shares209
Event2026-03-31
Filed2026-04-10
UTL
0.00%UNITIL CORP COM
Shares300
Event2026-03-31
Filed2026-04-10
PNC
0.00%PNC FINANCIAL SERVICES GROUPCOM
Shares75
Event2026-03-31
Filed2026-04-10
VEU
0.00%VANGUARD FTSE ALL-WORLD EX-US SHS ETF
Shares200
Event2026-03-31
Filed2026-04-10
IGSB
0.00%ISHARES TR 1-3 YEAR CR BD ETF
Shares283
Event2026-03-31
Filed2026-04-10
TOTALENERGIES SE ACT
NewTOTALENERGIES SE ACT
Shares160
Event2026-03-31
Filed2026-04-10
EL
0.00%ESTEE LAUDER COM
Shares200
Event2026-03-31
Filed2026-04-10
KBWB
0.00%INVESCO KBW ETF
Shares180
Event2026-03-31
Filed2026-04-10
XLY
0.00%SPDR CONSUMER FUND
Shares130
Event2026-03-31
Filed2026-04-10
USB
0.00%U.S. BANCORP COM
Shares269
Event2026-03-31
Filed2026-04-10
ES
0.00%EVERSOURCE ENERGY
Shares200
Event2026-03-31
Filed2026-04-10
DHI
0.00%D R HORTON INC
Shares100
Event2026-03-31
Filed2026-04-10
BRO
0.00%BROWN & BROWN INC COM
Shares204
Event2026-03-31
Filed2026-04-10
PLD
0.00%PROLOGIS INC
Shares100
Event2026-03-31
Filed2026-04-10
BAX
0.00%BAXTER INTL INC COM
Shares782
Event2026-03-31
Filed2026-04-10
ADBE
0.00%ADOBE SYSTEMS INC
Shares54
Event2026-03-31
Filed2026-04-10
ISRG
0.00%INTUITIVE SURGICAL
Shares28
Event2026-03-31
Filed2026-04-10
AMERICA MOVIL NPV ADR
0.00%AMERICA MOVIL NPV ADR
Shares500
Event2026-03-31
Filed2026-04-10
NDAQ
0.00%NASDAQ INC
Shares150
Event2026-03-31
Filed2026-04-10
MRNA
0.00%MODERNA INC
Shares250
Event2026-03-31
Filed2026-04-10
EMO
0.00%CLEARBRIDGE ENERGY MLP ETF
Shares238
Event2026-03-31
Filed2026-04-10
CRM
0.00%SALESFORCE INC
Shares66
Event2026-03-31
Filed2026-04-10
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES INC
Shares173
Event2026-03-31
Filed2026-04-10
SJM
0.00%SMUCKER J M CO COM
Shares125
Event2026-03-31
Filed2026-04-10
LQD
0.00%ISHARES IBOXX INV CP ETF
Shares110
Event2026-03-31
Filed2026-04-10
VCSH
0.00%VANGUARD SHORT-TERM CORP BD ETF
Shares150
Event2026-03-31
Filed2026-04-10
GRMN
0.00%GARMIN LTD
Shares50
Event2026-03-31
Filed2026-04-10
SEE
0.00%SEALED AIR CORPORATION
Shares255
Event2026-03-31
Filed2026-04-10
BK
0.00%BANK OF NEW YORK MELLON CORP COM
Shares89
Event2026-03-31
Filed2026-04-10
PAYX
0.00%PAYCHEX INC COM
Shares113
Event2026-03-31
Filed2026-04-10
HSY
0.00%HERSHEY COMPANY
Shares50
Event2026-03-31
Filed2026-04-10
CRDL
0.00%CARDIOL THERAPEUTICS I
Shares5.0K
Event2026-03-31
Filed2026-04-10
WMB
0.00%WILLIAMS CO INC COM
Shares140
Event2026-03-31
Filed2026-04-10
EXC
0.00%EXELON CORP COM
Shares200
Event2026-03-31
Filed2026-04-10
TSM
0.00%TAIWAN SEMICONDUCTOR MFG COM
Shares29
Event2026-03-31
Filed2026-04-10
TAK
0.00%TAKEDA PHARMACEUTICAL CO LTD
Shares518
Event2026-03-31
Filed2026-04-10
OGE
0.00%OGE ENERGY CORP USD
Shares200
Event2026-03-31
Filed2026-04-10
CRL
0.00%CHARLES RIVER LABS INTL INC
Shares55
Event2026-03-31
Filed2026-04-10
ERTH
0.00%INVESCO MSCI SUSTAINABLE FUTURE ETF
Shares200
Event2026-03-31
Filed2026-04-10
TLH
0.00%ISHARES 10-20 YR TREAS
Shares94
Event2026-03-31
Filed2026-04-10
DES
0.00%WISDOMTREE US SMALLCAP DIVIDEND FD ETF
Shares258
Event2026-03-31
Filed2026-04-10
NVO
0.00%NOVO-NORDISK A S DKK ADR
Shares250
Event2026-03-31
Filed2026-04-10
IWB
0.00%ISHARES RUSSELL 1000 ETF
Shares25
Event2026-03-31
Filed2026-04-10
COOPER COS INC NPV
0.00%COOPER COS INC NPV
Shares120
Event2026-03-31
Filed2026-04-10
EOS
0.00%EATON VANCE ENHANCED EQUITY INCOME FD II
Shares410
Event2026-03-31
Filed2026-04-10
WY
0.00%WEYERHAEUSER CO
Shares340
Event2026-03-31
Filed2026-04-10
PWR
0.00%QUANTA SERVICES INC
Shares15
Event2026-03-31
Filed2026-04-10
VERSANT MEDIA GROUP INC COM CL A
NewVERSANT MEDIA GROUP INC COM CL A
Shares218
Event2026-03-31
Filed2026-04-10
XLE
NewCEF SELECT SECTOR SPDR UNIT INVT TR
Shares130
Event2026-03-31
Filed2026-04-10
ASML
0.00%ASML HOLDINGS N V
Shares6
Event2026-03-31
Filed2026-04-10
KHC
0.00%KRAFT HEINZ CO
Shares350
Event2026-03-31
Filed2026-04-10
CNC
0.00%CENTENE CORP
Shares240
Event2026-03-31
Filed2026-04-10
NFLX
0.00%NETFLIX INC
Shares80
Event2026-03-31
Filed2026-04-10
NEA
0.00%NUVEEN ENHANCED AMT-FREE QUALITY MUN FD ETF
Shares645
Event2026-03-31
Filed2026-04-10
PNW
0.00%PINNACLE WEST CAP CORP COM
Shares70
Event2026-03-31
Filed2026-04-10
FITB
0.00%FIFTH THIRD BANCORP COM
Shares150
Event2026-03-31
Filed2026-04-10
MCK
-20.00%MCKESSON CORPORATION COM
Shares8
Event2026-03-31
Filed2026-04-10
HLN
0.00%HALEON PLC
Shares682
Event2026-03-31
Filed2026-04-10
CPRT
0.00%COPART INC
Shares200
Event2026-03-31
Filed2026-04-10
UNILEVER PLC SPON ADR NEW
-31.14%UNILEVER PLC SPON ADR NEW
Shares115
Event2026-03-31
Filed2026-04-10
FDS
0.00%FACTSET RESEARCH SYSTEMS
Shares29
Event2026-03-31
Filed2026-04-10
HPI
0.00%HANCOCK JOHN PFD INCOME FD
Shares400
Event2026-03-31
Filed2026-04-10
USHY
0.00%ISHARES TR BROAD USD HIGH YIELD COR ETF
Shares168
Event2026-03-31
Filed2026-04-10
SHEL
0.00%SHELL PLC NPV ADR
Shares66
Event2026-03-31
Filed2026-04-10
APH
0.00%AMPHENOL CORP CL A
Shares42
Event2026-03-31
Filed2026-04-10
BSX
0.00%BOSTON SCIENTIFIC CORP COM
Shares80
Event2026-03-31
Filed2026-04-10
CFG
0.00%CITIZENS FINANCIAL GROUP
Shares75
Event2026-03-31
Filed2026-04-10
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares22
Event2026-03-31
Filed2026-04-10
FTRI
0.00%FIRST TRUST TR FD II IND ETF
Shares230
Event2026-03-31
Filed2026-04-10
SYF
0.00%SYNCHRONY FINANCIAL
Shares59
Event2026-03-31
Filed2026-04-10
IYC
0.00%ISHARES U.S. CNSMR DISC ETF
Shares40
Event2026-03-31
Filed2026-04-10
AON PLC CL A
0.00%AON PLC CL A
Shares12
Event2026-03-31
Filed2026-04-10
IWP
0.00%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares30
Event2026-03-31
Filed2026-04-10
MCR
0.00%MFS CHARTER INCOME TR SBI
Shares563
Event2026-03-31
Filed2026-04-10
XT
0.00%ISHARES EXPONENTIAL TECHNOLOGIES ETF
Shares50
Event2026-03-31
Filed2026-04-10
SPGI
0.00%S & P GLOBAL INC
Shares8
Event2026-03-31
Filed2026-04-10
FMQQ
0.00%FMQQ THE NEXT FRONTIER INTERNET ETF
Shares300
Event2026-03-31
Filed2026-04-10
CRON
0.00%CRONOS GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-04-10
CCEP
0.00%COCA COLA EUROPAC PARTNERS
Shares34
Event2026-03-31
Filed2026-04-10
TROW
-86.31%T ROWE PRICE GROUP INC COM
Shares33
Event2026-03-31
Filed2026-04-10
AGM
0.00%FEDERAL AGRIC MTG CORP
Shares20
Event2026-03-31
Filed2026-04-10
VNT
0.00%VONTIER CORP
Shares80
Event2026-03-31
Filed2026-04-10
IQV
0.00%IQVIA HOLDINGS INC
Shares16
Event2026-03-31
Filed2026-04-10
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares6
Event2026-03-31
Filed2026-04-10
PTC
0.00%PTC INC
Shares17
Event2026-03-31
Filed2026-04-10
FNF
0.00%FIDELITY NATL FINL INC
Shares50
Event2026-03-31
Filed2026-04-10
AVY
0.00%AVERY DENNISON CORPORATION COM
Shares13
Event2026-03-31
Filed2026-04-10
PBW
0.00%INVESCO WILDERHILL CLN ENRGY ETF
Shares71
Event2026-03-31
Filed2026-04-10
URI
0.00%UNITED RENTALS INC
Shares3
Event2026-03-31
Filed2026-04-10
BAH
0.00%BOOZ ALLEN HAMILTON HLDG C
Shares27
Event2026-03-31
Filed2026-04-10
MET
0.00%METLIFE INC COM
Shares25
Event2026-03-31
Filed2026-04-10
SAMG
0.00%SILVERCREST ASSET MGMT
Shares125
Event2026-03-31
Filed2026-04-10
XLRE
0.00%REAL ESTATE SELECT SECT SPDR
Shares41
Event2026-03-31
Filed2026-04-10
ZTS
0.00%ZOETIS INC
Shares14
Event2026-03-31
Filed2026-04-10
HQY
0.00%HEALTHEQUITY INC
Shares19
Event2026-03-31
Filed2026-04-10
RAL
0.00%RALLIANT CORP COM
Shares36
Event2026-03-31
Filed2026-04-10
TSLA
0.00%TESLA INC
Shares4
Event2026-03-31
Filed2026-04-10
MATCH GROUP INC
0.00%MATCH GROUP INC
Shares48
Event2026-03-31
Filed2026-04-10
QQQM
NewINVESCO NASDAQ 100 ETF
Shares5
Event2026-03-31
Filed2026-04-10
CORPAY INC
0.00%CORPAY INC
Shares4
Event2026-03-31
Filed2026-04-10
MSOS
0.00%ADVISORSH PURE US CANNABIS ETF
Shares315
Event2026-03-31
Filed2026-04-10
VXUS
NewVANGUARD TOTAL INTL STOCK INDEX FD ETF
Shares12
Event2026-03-31
Filed2026-04-10
VTRS
-52.33%VIATRIS INC NPV
Shares41
Event2026-03-31
Filed2026-04-10
MAGNUM ICE CREAM CO NV ORD SHS
0.00%MAGNUM ICE CREAM CO NV ORD SHS
Shares26
Event2026-03-31
Filed2026-04-10
KD
0.00%KYNDRYL HLDGS INC USD
Shares25
Event2026-03-31
Filed2026-04-10
TILRAY BRANDS INC COM
NewTILRAY BRANDS INC COM
Shares21
Event2026-03-31
Filed2026-04-10
OGN
0.00%ORGANON & CO
Shares20
Event2026-03-31
Filed2026-04-10
EMBC
0.00%EMBECTA CORP
Shares10
Event2026-03-31
Filed2026-04-10
IMDX
0.00%INSIGHT MOLECULAR DIAGNOSTIC
Shares25
Event2026-03-31
Filed2026-04-10
FG
NewF&G ANNUITIES & LIFE INC
Shares3
Event2026-03-31
Filed2026-04-10
SER
0.00%SERINA THERAPEUTICS INC
Shares28
Event2026-03-31
Filed2026-04-10
CANOPY GROWTH CORP NPV
0.00%CANOPY GROWTH CORP NPV
Shares32
Event2026-03-31
Filed2026-04-10
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