Sponsored

The Analysis of Plan A Wealth LLC's Holdings & P&L

Currently, Plan A Wealth LLC holds 178 types of securities in its portfolio with a total value $208.7M. In the most recent quarter, they have increased their positions in PTL (+10.1K shares, valued at $2.5M), N/A (+11.7K shares, valued at $1.1M), OAIM (+22.2K shares, valued at $956.3K); decreased their positions in BRK.A (-4 shares, valued at $2.9M), ESGE (-13.1K shares, valued at $596.5K), WWJD (-9.9K shares, valued at $371.3K); initiated new positions in N/A (+11.7K shares, valued at $1.1M), LYB (+4.7K shares, valued at $376.8K), EQNR (+8.7K shares, valued at $367.1K).

1M P&L

+4.0M+1.86%

3M P&L

+3.4M+1.57%

HY P&L

+15.4M+7.47%

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/A141.7M

71.5%

2Semiconductors6.9M

3.5%

3Software - Infrastructure3.1M

1.6%

Top Industries by Stock Count

1N/A55 stocks

32.9%

2Banks - Regional6 stocks

3.6%

3Semiconductors5 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PTL NORTHERN LTS FD TR IV152.0K shares7.11%2026-03-312026-05-15

OAIM UNIFIED SER TR634.2K shares3.63%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL25 shares-13.79%2026-03-312026-05-15

TPSC TIMOTHY PLAN176.5K shares2.07%2026-03-312026-05-15

IBD NORTHERN LTS FD TR IV297.4K shares5.32%2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR268.5K shares10.31%2026-03-312026-05-15

BCI ABRDN ETFS214.1K shares5.68%2026-03-312026-05-15

NVDA NVIDIA CORPORATION29.3K shares-0.75%2026-03-312026-05-15

Sponsored

VGIT VANGUARD SCOTTSDALE FDS82.1K shares16.64%2026-03-312026-05-15

WWJD NORTHERN LTS FD TR IV80.5K shares-10.98%2026-03-312026-05-15

IVV ISHARES TR4.2K shares0.62%2026-03-312026-05-15

AAPL APPLE INC10.3K shares1.99%2026-03-312026-05-15

MSFT MICROSOFT CORP6.9K shares-2.32%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI5.2K shares0.00%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares-4.20%2026-03-312026-05-15

ALPHABET INC ALPHABET INC6.6K shares0.56%2026-03-312026-05-15

Sponsored

SCHF SCHWAB STRATEGIC TR57.5K shares4.41%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.8K shares-0.43%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS18.5K shares-14.59%2026-03-312026-05-15

BROADCOM INC BROADCOM INC3.7K shares20.49%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE11.7K sharesnew addition2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.1K shares5.41%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE3.5K shares-2.05%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC10.4K shares7.12%2026-03-312026-05-15

Sponsored

AME AMETEK INC4.4K shares1.54%2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR40.2K shares21.36%2026-03-312026-05-15

SHG SHINHAN FINANCIAL GROUP CO L15.0K shares-0.39%2026-03-312026-05-15

VO VANGUARD INDEX FDS3.1K shares-7.92%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares1.57%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS17.1K shares-23.47%2026-03-312026-05-15

GEV GE VERNOVA INC906 shares-0.88%2026-03-312026-05-15

CBOE CBOE GLOBAL MKTS INC2.8K shares4.07%2026-03-312026-05-15

Sponsored

SHEL SHELL PLC8.5K shares0.61%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR30.5K shares21.66%2026-03-312026-05-15

IX ORIX CORP25.2K shares3.63%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR16.5K shares0.05%2026-03-312026-05-15

BHP BHP BILLITON LIMITED10.3K shares2.69%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F13.9K shares-12.81%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.5K shares-2.79%2026-03-312026-05-15

LOW LOWES COS INC3.1K shares1.55%2026-03-312026-05-15

Sponsored

MA MASTERCARD INCORPORATED1.4K shares5.40%2026-03-312026-05-15

AFL AFLAC INC6.3K shares0.08%2026-03-312026-05-15

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP17.4K shares1.05%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares3.26%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO2.2K shares5.31%2026-03-312026-05-15

NUE NUCOR CORP3.9K shares0.33%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON2.7K shares-0.81%2026-03-312026-05-15

TM TOYOTA MOTOR CORP3.2K shares2.23%2026-03-312026-05-15

Sponsored

ASML ASML HLDG NV484 shares3.86%2026-03-312026-05-15

PEP PEPSICO INC4.1K shares2.05%2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC1.8K shares15.26%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS13.8K shares-18.68%2026-03-312026-05-15

WFC WELLS FARGO & CO7.9K shares-0.99%2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR22.4K shares14.21%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO2.5K shares1.68%2026-03-312026-05-15

RF REGIONS FINANCIAL CORP NEW23.9K shares3.04%2026-03-312026-05-15

Sponsored

NEE NEXTERA ENERGY INC6.6K shares5.94%2026-03-312026-05-15

OAEM UNIFIED SER TR15.3K shares-10.90%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS2.5K shares3.52%2026-03-312026-05-15

SLF SUN LIFE FINANCIAL INC.9.6K shares6.02%2026-03-312026-05-15

MCK MCKESSON CORP690 shares-2.54%2026-03-312026-05-15

VTI VANGUARD INDEX FDS1.9K shares-1.49%2026-03-312026-05-15

AMZN AMAZON COM INC2.9K shares-9.87%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC4.8K shares-1.37%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO615 shares7.14%2026-03-312026-05-15

KHC KRAFT HEINZ CO24.3K shares5.53%2026-03-312026-05-15

HMC HONDA MOTOR CO LTD21.7K shares7.77%2026-03-312026-05-15

LNG CHENIERE ENERGY INC1.8K shares3.32%2026-03-312026-05-15

CSCO CISCO SYS INC6.7K shares7.06%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.6K shares-0.53%2026-03-312026-05-15

IQV IQVIA HLDGS INC2.9K shares6.13%2026-03-312026-05-15

PSX PHILLIPS 662.7K shares0.00%2026-03-312026-05-15

Sponsored

IEFA ISHARES TR5.1K shares0.00%2026-03-312026-05-15

DE DEERE & CO820 shares4.73%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC5.2K shares7.30%2026-03-312026-05-15

AMGN AMGEN INC1.3K shares4.74%2026-03-312026-05-15

SPAB SPDR SERIES TRUST17.4K shares-2.07%2026-03-312026-05-15

DOLE DOLE PLC30.9K shares36.32%2026-03-312026-05-15

PLD PROLOGIS INC.3.3K shares7.08%2026-03-312026-05-15

OACP UNIFIED SER TR19.1K shares6.85%2026-03-312026-05-15

Sponsored

EMB ISHARES TR4.6K shares-40.47%2026-03-312026-05-15

ACWX ISHARES TR6.2K shares-1.44%2026-03-312026-05-15

QCOM QUALCOMM INC3.3K shares9.79%2026-03-312026-05-15

MTD METTLER TOLEDO INTERNATIONAL331 shares3.12%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares17.49%2026-03-312026-05-15

IDV ISHARES TR9.6K shares-4.16%2026-03-312026-05-15

SYK STRYKER CORPORATION1.2K shares4.05%2026-03-312026-05-15

BN BROOKFIELD CORP10.0K shares0.00%2026-03-312026-05-15

Sponsored

RELX RELX PLC11.9K shares14.99%2026-03-312026-05-15

IWM ISHARES TR1.6K shares0.00%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR8.0K shares12.32%2026-03-312026-05-15

TSLA TESLA INC1.0K shares-0.85%2026-03-312026-05-15

ADBE ADOBE INC1.6K shares14.03%2026-03-312026-05-15

YUM YUM BRANDS INC2.5K shares0.16%2026-03-312026-05-15

TMDX TRANSMEDICS GROUP INC3.9K shares7.91%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP4.8K shares4.57%2026-03-312026-05-15

Sponsored

OASC UNIFIED SER TR12.7K shares2.38%2026-03-312026-05-15

LYB LYONDELLBASELL INDUSTRIES NV4.7K sharesnew addition2026-03-312026-05-15

ORCL ORACLE CORP2.5K shares2.74%2026-03-312026-05-15

ARTY ISHARES TR8.0K shares-4.95%2026-03-312026-05-15

EQNR EQUINOR ASA8.7K sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC515 shares-12.41%2026-03-312026-05-15

SPYM SPDR SERIES TRUST4.8K shares-21.79%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR12.3K shares25.40%2026-03-312026-05-15

Sponsored

A AGILENT TECHNOLOGIES INC3.1K shares5.17%2026-03-312026-05-15

FENI FIDELITY COVINGTON TRUST9.5K shares-2.36%2026-03-312026-05-15

IEMG ISHARES INC4.9K shares-1.03%2026-03-312026-05-15

VSLU ETF OPPORTUNITIES TRUST8.1K shares0.00%2026-03-312026-05-15

FTI TECHNIPFMC PLC4.8K shares-8.87%2026-03-312026-05-15

MOS MOSAIC CO13.1K shares10.30%2026-03-312026-05-15

SJM SMUCKER J M CO3.4K shares16.05%2026-03-312026-05-15

FNDA SCHWAB STRATEGIC TR10.1K shares4.21%2026-03-312026-05-15

Sponsored

E ENI SPA5.7K shares2.56%2026-03-312026-05-15

FI FISERV INC5.7K shares19.95%2026-03-312026-05-15

PEBO PEOPLES BANCORP INC9.6K shares0.00%2026-03-312026-05-15

EOG EOG RES INC2.2K sharesnew addition2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR2.3K shares0.00%2026-03-312026-05-15

SLB SLB LIMITED5.9K shares-9.12%2026-03-312026-05-15

ZTS ZOETIS INC2.5K shares23.69%2026-03-312026-05-15

ESLT ELBIT SYS LTD347 shares-8.20%2026-03-312026-05-15

Sponsored

PFE PFIZER INC10.5K shares2.08%2026-03-312026-05-15

SPSM SPDR SERIES TRUST6.1K shares-21.21%2026-03-312026-05-15

CGIC CAPITAL GROUP INTERNATIONAL8.8K shares-0.61%2026-03-312026-05-15

UNP UNION PAC CORP1.2K shares0.00%2026-03-312026-05-15

IWR ISHARES TR2.9K shares0.00%2026-03-312026-05-15

SU SUNCOR ENERGY INC NEW4.2K sharesnew addition2026-03-312026-05-15

OALC UNIFIED SER TR8.2K shares3.70%2026-03-312026-05-15

ADI ANALOG DEVICES INC856 shares0.00%2026-03-312026-05-15

Sponsored

STM STMICROELECTRONICS N V7.9K sharesnew addition2026-03-312026-05-15

BBH VANECK ETF TRUST1.4K shares-38.75%2026-03-312026-05-15

PRK PARK NATL CORP1.6K shares0.00%2026-03-312026-05-15

ARE ALEXANDRIA REAL ESTATE EQ IN5.7K shares32.75%2026-03-312026-05-15

VFLO VICTORY PORTFOLIOS II6.7K shares4.23%2026-03-312026-05-15

ADM ARCHER DANIELS MIDLAND CO3.6K sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP5.3K shares-2.24%2026-03-312026-05-15

KLAC KLA CORP176 shares0.57%2026-03-312026-05-15

Sponsored

HDV ISHARES TR1.9K shares0.00%2026-03-312026-05-15

GRMN GARMIN LTD1.1K sharesnew addition2026-03-312026-05-15

IVE ISHARES TR1.2K shares0.00%2026-03-312026-05-15

RIO RIO TINTO PLC2.6K shares-11.09%2026-03-312026-05-15

MPC MARATHON PETE CORP992 sharesnew addition2026-03-312026-05-15

PECO PHILLIPS EDISON & CO INC6.4K shares0.88%2026-03-312026-05-15

DIS DISNEY WALT CO2.5K shares11.79%2026-03-312026-05-15

ELCV STRATEGY SHS8.1K shares2.83%2026-03-312026-05-15

Sponsored

SNN SMITH & NEPHEW PLC7.4K shares16.11%2026-03-312026-05-15

GIL GILDAN ACTIVEWEAR INC4.2K shares-19.32%2026-03-312026-05-15

EIX EDISON INTL3.1K sharesnew addition2026-03-312026-05-15

MKL MARKEL GROUP INC118 shares0.00%2026-03-312026-05-15

AER AERCAP HOLDINGS NV1.6K shares-5.91%2026-03-312026-05-15

NICE NICE LTD2.0K sharesnew addition2026-03-312026-05-15

FCX FREEPORT MCMORAN INC3.7K shares-16.36%2026-03-312026-05-15

NEM NEWMONT CORP2.0K shares-7.73%2026-03-312026-05-15

Sponsored

IVW ISHARES TR1.9K shares0.00%2026-03-312026-05-15

ATO ATMOS ENERGY CORP1.2K sharesnew addition2026-03-312026-05-15

CNP CENTERPOINT ENERGY INC5.0K sharesnew addition2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC1.3K shares2450.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC1.5K shares20.65%2026-03-312026-05-15

IJK ISHARES TR2.1K shares0.00%2026-03-312026-05-15

PCAR PACCAR INC1.8K sharesnew addition2026-03-312026-05-15

ASTS AST SPACEMOBILE INC2.5K shares-15.58%2026-03-312026-05-15

Sponsored

ESGE ISHARES INC4.5K shares-74.51%2026-03-312026-05-15

INMD INMODE LTD14.7K shares14.37%2026-03-312026-05-15

GPC GENUINE PARTS CO1.9K sharesnew addition2026-03-312026-05-15

STLD STEEL DYNAMICS INC1.1K sharesnew addition2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION3.6K sharesnew addition2026-03-312026-05-15

ICL ICL GROUP LTD38.1K shares22.24%2026-03-312026-05-15

KTF DWS MUN INCOME TR17.3K shares0.00%2026-03-312026-05-15

MQY BLACKROCK MUNIYILD QULT FD I13.9K sharesnew addition2026-03-312026-05-15

Sponsored

NEOG NEOGEN CORP10.7K shares-11.02%2026-03-312026-05-15

UGP ULTRAPAR PARTICIPACOES SA15.6K shares11.14%2026-03-312026-05-15

BBD BANCO BRADESCO S A18.6K shares7.32%2026-03-312026-05-15

AVAL GRUPO AVAL ACCIONES Y VALORE15.2K shares-7.11%2026-03-312026-05-15

ENIC ENEL CHILE SA16.8K shares8.57%2026-03-312026-05-15

TKC TURKCELL ILETISIM10.6K sharesnew addition2026-03-312026-05-15

GGB GERDAU SA16.4K shares-8.55%2026-03-312026-05-15

LPL LG DISPLAY CO LTD14.8K shares39.25%2026-03-312026-05-15

Sponsored

SID COMPANHIA SIDERURGICA NACION38.3K shares3.53%2026-03-312026-05-15

ABEV AMBEV SA10.4K shares-24.46%2026-03-312026-05-15

PTL

NORTHERN LTS FD TR IV

7.11%

Shares152.0K

Event2026-03-31

Filed2026-05-15

OAIM

UNIFIED SER TR

3.63%

Shares634.2K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

-13.79%

Shares25

Event2026-03-31

Filed2026-05-15

TPSC

TIMOTHY PLAN

2.07%

Shares176.5K

Event2026-03-31

Filed2026-05-15

IBD

NORTHERN LTS FD TR IV

5.32%

Shares297.4K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

10.31%

Shares268.5K

Event2026-03-31

Filed2026-05-15

BCI

ABRDN ETFS

5.68%

Shares214.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-0.75%

Shares29.3K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

16.64%

Shares82.1K

Event2026-03-31

Filed2026-05-15

WWJD

NORTHERN LTS FD TR IV

-10.98%

Shares80.5K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

0.62%

Shares4.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

1.99%

Shares10.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-2.32%

Shares6.9K

Event2026-03-31

Filed2026-05-15

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-4.20%

Shares4.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.56%

Shares6.6K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

4.41%

Shares57.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.43%

Shares1.8K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-14.59%

Shares18.5K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

20.49%

Shares3.7K

Event2026-03-31

Filed2026-05-15

TOTALENERGIES SE

New

Shares11.7K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

5.41%

Shares1.1K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-2.05%

Shares3.5K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

7.12%

Shares10.4K

Event2026-03-31

Filed2026-05-15

AME

AMETEK INC

1.54%

Shares4.4K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

21.36%

Shares40.2K

Event2026-03-31

Filed2026-05-15

SHG

SHINHAN FINANCIAL GROUP CO L

-0.39%

Shares15.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-7.92%

Shares3.1K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.57%

Shares2.5K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

-23.47%

Shares17.1K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-0.88%

Shares906

Event2026-03-31

Filed2026-05-15

CBOE

CBOE GLOBAL MKTS INC

4.07%

Shares2.8K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

0.61%

Shares8.5K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

21.66%

Shares30.5K

Event2026-03-31

Filed2026-05-15

ORIX CORP

3.63%

Shares25.2K

Event2026-03-31

Filed2026-05-15

FBND

FIDELITY MERRIMACK STR TR

0.05%

Shares16.5K

Event2026-03-31

Filed2026-05-15

BHP

BHP BILLITON LIMITED

2.69%

Shares10.3K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-12.81%

Shares13.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-2.79%

Shares2.5K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

1.55%

Shares3.1K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

5.40%

Shares1.4K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

0.08%

Shares6.3K

Event2026-03-31

Filed2026-05-15

BROOKFIELD RENEWABLE CORP

1.05%

Shares17.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

3.26%

Shares1.1K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

5.31%

Shares2.2K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

0.33%

Shares3.9K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-0.81%

Shares2.7K

Event2026-03-31

Filed2026-05-15

TOYOTA MOTOR CORP

2.23%

Shares3.2K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

3.86%

Shares484

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

2.05%

Shares4.1K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

15.26%

Shares1.8K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

-18.68%

Shares13.8K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-0.99%

Shares7.9K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

14.21%

Shares22.4K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

1.68%

Shares2.5K

Event2026-03-31

Filed2026-05-15

REGIONS FINANCIAL CORP NEW

3.04%

Shares23.9K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

5.94%

Shares6.6K

Event2026-03-31

Filed2026-05-15

OAEM

UNIFIED SER TR

-10.90%

Shares15.3K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

3.52%

Shares2.5K

Event2026-03-31

Filed2026-05-15

SLF

SUN LIFE FINANCIAL INC.

6.02%

Shares9.6K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-2.54%

Shares690

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-1.49%

Shares1.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-9.87%

Shares2.9K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-1.37%

Shares4.8K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

7.14%

Shares615

Event2026-03-31

Filed2026-05-15

KHC

KRAFT HEINZ CO

5.53%

Shares24.3K

Event2026-03-31

Filed2026-05-15

HMC

HONDA MOTOR CO LTD

7.77%

Shares21.7K

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC

3.32%

Shares1.8K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

7.06%

Shares6.7K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-0.53%

Shares2.6K

Event2026-03-31

Filed2026-05-15

IQV

IQVIA HLDGS INC

6.13%

Shares2.9K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

DEERE & CO

4.73%

Shares820

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

7.30%

Shares5.2K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

4.74%

Shares1.3K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

-2.07%

Shares17.4K

Event2026-03-31

Filed2026-05-15

DOLE

DOLE PLC

36.32%

Shares30.9K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

7.08%

Shares3.3K

Event2026-03-31

Filed2026-05-15

OACP

UNIFIED SER TR

6.85%

Shares19.1K

Event2026-03-31

Filed2026-05-15

EMB

ISHARES TR

-40.47%

Shares4.6K

Event2026-03-31

Filed2026-05-15

ACWX

ISHARES TR

-1.44%

Shares6.2K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

9.79%

Shares3.3K

Event2026-03-31

Filed2026-05-15

MTD

METTLER TOLEDO INTERNATIONAL

3.12%

Shares331

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

17.49%

Shares2.1K

Event2026-03-31

Filed2026-05-15

IDV

ISHARES TR

-4.16%

Shares9.6K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

4.05%

Shares1.2K

Event2026-03-31

Filed2026-05-15

BROOKFIELD CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

RELX

RELX PLC

14.99%

Shares11.9K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

12.32%

Shares8.0K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-0.85%

Shares1.0K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

14.03%

Shares1.6K

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

0.16%

Shares2.5K

Event2026-03-31

Filed2026-05-15

TMDX

TRANSMEDICS GROUP INC

7.91%

Shares3.9K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

4.57%

Shares4.8K

Event2026-03-31

Filed2026-05-15

OASC

UNIFIED SER TR

2.38%

Shares12.7K

Event2026-03-31

Filed2026-05-15

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

2.74%

Shares2.5K

Event2026-03-31

Filed2026-05-15

ARTY

ISHARES TR

-4.95%

Shares8.0K

Event2026-03-31

Filed2026-05-15

EQNR

EQUINOR ASA

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-12.41%

Shares515

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

-21.79%

Shares4.8K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

25.40%

Shares12.3K

Event2026-03-31

Filed2026-05-15

AGILENT TECHNOLOGIES INC

5.17%

Shares3.1K

Event2026-03-31

Filed2026-05-15

FENI

FIDELITY COVINGTON TRUST

-2.36%

Shares9.5K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-1.03%

Shares4.9K

Event2026-03-31

Filed2026-05-15

VSLU

ETF OPPORTUNITIES TRUST

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-15

FTI

TECHNIPFMC PLC

-8.87%

Shares4.8K

Event2026-03-31

Filed2026-05-15

MOS

MOSAIC CO

10.30%

Shares13.1K

Event2026-03-31

Filed2026-05-15

SJM

SMUCKER J M CO

16.05%

Shares3.4K

Event2026-03-31

Filed2026-05-15

FNDA

SCHWAB STRATEGIC TR

4.21%

Shares10.1K

Event2026-03-31

Filed2026-05-15

ENI SPA

2.56%

Shares5.7K

Event2026-03-31

Filed2026-05-15

FISERV INC

19.95%

Shares5.7K

Event2026-03-31

Filed2026-05-15

PEBO

PEOPLES BANCORP INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED

-9.12%

Shares5.9K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

23.69%

Shares2.5K

Event2026-03-31

Filed2026-05-15

ESLT

ELBIT SYS LTD

-8.20%

Shares347

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

2.08%

Shares10.5K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

-21.21%

Shares6.1K

Event2026-03-31

Filed2026-05-15

CGIC

CAPITAL GROUP INTERNATIONAL

-0.61%

Shares8.8K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

SUNCOR ENERGY INC NEW

New

Shares4.2K

Event2026-03-31

Filed2026-05-15

OALC

UNIFIED SER TR

3.70%

Shares8.2K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

0.00%

Shares856

Event2026-03-31

Filed2026-05-15

STM

STMICROELECTRONICS N V

New

Shares7.9K

Event2026-03-31

Filed2026-05-15

BBH

VANECK ETF TRUST

-38.75%

Shares1.4K

Event2026-03-31

Filed2026-05-15

PRK

PARK NATL CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ARE

ALEXANDRIA REAL ESTATE EQ IN

32.75%

Shares5.7K

Event2026-03-31

Filed2026-05-15

VFLO

VICTORY PORTFOLIOS II

4.23%

Shares6.7K

Event2026-03-31

Filed2026-05-15

ADM

ARCHER DANIELS MIDLAND CO

New

Shares3.6K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-2.24%

Shares5.3K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

0.57%

Shares176

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

GRMN

GARMIN LTD

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

RIO

RIO TINTO PLC

-11.09%

Shares2.6K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

New

Shares992

Event2026-03-31

Filed2026-05-15

PECO

PHILLIPS EDISON & CO INC

0.88%

Shares6.4K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

11.79%

Shares2.5K

Event2026-03-31

Filed2026-05-15

ELCV

STRATEGY SHS

2.83%

Shares8.1K

Event2026-03-31

Filed2026-05-15

SNN

SMITH & NEPHEW PLC

16.11%

Shares7.4K

Event2026-03-31

Filed2026-05-15

GIL

GILDAN ACTIVEWEAR INC

-19.32%

Shares4.2K

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC

0.00%

Shares118

Event2026-03-31

Filed2026-05-15

AER

AERCAP HOLDINGS NV

-5.91%

Shares1.6K

Event2026-03-31

Filed2026-05-15

NICE

NICE LTD

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

-16.36%

Shares3.7K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

-7.73%

Shares2.0K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ATO

ATMOS ENERGY CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

CNP

CENTERPOINT ENERGY INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

2450.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

20.65%

Shares1.5K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

PCAR

PACCAR INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

ASTS

AST SPACEMOBILE INC

-15.58%

Shares2.5K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

-74.51%

Shares4.5K

Event2026-03-31

Filed2026-05-15

INMD

INMODE LTD

14.37%

Shares14.7K

Event2026-03-31

Filed2026-05-15

GPC

GENUINE PARTS CO

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

STLD

STEEL DYNAMICS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.6K

Event2026-03-31

Filed2026-05-15

ICL

ICL GROUP LTD

22.24%

Shares38.1K

Event2026-03-31

Filed2026-05-15

KTF

DWS MUN INCOME TR

0.00%

Shares17.3K

Event2026-03-31

Filed2026-05-15

MQY

BLACKROCK MUNIYILD QULT FD I

New

Shares13.9K

Event2026-03-31

Filed2026-05-15

NEOG

NEOGEN CORP

-11.02%

Shares10.7K

Event2026-03-31

Filed2026-05-15

UGP

ULTRAPAR PARTICIPACOES SA

11.14%

Shares15.6K

Event2026-03-31

Filed2026-05-15

BBD

BANCO BRADESCO S A

7.32%

Shares18.6K

Event2026-03-31

Filed2026-05-15

AVAL

GRUPO AVAL ACCIONES Y VALORE

-7.11%

Shares15.2K

Event2026-03-31

Filed2026-05-15

ENIC

ENEL CHILE SA

8.57%

Shares16.8K

Event2026-03-31

Filed2026-05-15

TKC

TURKCELL ILETISIM

New

Shares10.6K

Event2026-03-31

Filed2026-05-15

GGB

GERDAU SA

-8.55%

Shares16.4K

Event2026-03-31

Filed2026-05-15

LPL

LG DISPLAY CO LTD

39.25%

Shares14.8K

Event2026-03-31

Filed2026-05-15

SID

COMPANHIA SIDERURGICA NACION

3.53%

Shares38.3K

Event2026-03-31

Filed2026-05-15

ABEV

AMBEV SA

-24.46%

Shares10.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available