Sponsored
The Analysis of Princeton Global Asset Management LLC's Holdings & P&L
Currently, Princeton Global Asset Management LLC holds 829 types of securities in its portfolio with a total value $612.9M. In the most recent quarter, they have increased their positions in NVDA (+45.6K shares, valued at $8.0M), N/A (+39.2K shares, valued at $3.6M), NDAQ (+41.5K shares, valued at $3.5M); decreased their positions in DGRO (-44.3K shares, valued at $3.1M), N/A (-12.0K shares, valued at $2.4M), ADBE (-5.1K shares, valued at $1.2M); initiated new positions in N/A (+39.2K shares, valued at $3.6M), NDAQ (+41.5K shares, valued at $3.5M), EWY (+4.3K shares, valued at $522.9K).
1M P&L
+10.2M+2.02%
3M P&L
+14.5M+2.90%
HY P&L
+45.4M+9.68%
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/A131.3M
27.4%
2Semiconductors45.6M
9.5%
3Software - Infrastructure30.1M
6.3%
Top Industries by Stock Count
1N/A298 stocks
39.3%
2Utilities - Regulated Electric15 stocks
2.0%
3Specialty Industrial Machinery15 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW23.6K shares-1.48%2026-03-312026-04-22
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FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF59.3K shares-5.91%2026-03-312026-04-22
Sponsored
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND17.5K shares4.82%2026-03-312026-04-22
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX3.2K shares0.03%2026-03-312026-04-22
Sponsored
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Sponsored
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
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ISHARES TOTAL USD FIXED INCOME MARKET ETF ISHARES TOTAL USD FIXED INCOME MARKET ETF3.7K sharesnew addition2026-03-312026-04-22
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Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK1.4K sharesnew addition2026-03-312026-04-22
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF762 shares76.39%2026-03-312026-04-22
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A641 shares-94.94%2026-03-312026-04-22
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FIRST CTZNS BANCSHARES INC DEL CL A FIRST CTZNS BANCSHARES INC DEL CL A39 shares-7.14%2026-03-312026-04-22
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Sponsored
Sponsored
Sponsored
Sponsored
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS1.0K shares0.00%2026-03-312026-04-22
Sponsored
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BROOKFIELD RENEWABLE CORP CL A EX SUB VTG BROOKFIELD RENEWABLE CORP CL A EX SUB VTG800 shares0.00%2026-03-312026-04-22
Sponsored
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS353 sharesnew addition2026-03-312026-04-22
Sponsored
XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF950 shares0.00%2026-03-312026-04-22
Sponsored
Sponsored
ALPS O'SHARES U.S. QUALITY DIVIDEND ETF ALPS O'SHARES U.S. QUALITY DIVIDEND ETF424 shares0.00%2026-03-312026-04-22
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BROADCOM INC COM
0.62%BROADCOM INC COM
Shares116.5K
Event2026-03-31
Filed2026-04-22
TSM
0.61%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares97.4K
Event2026-03-31
Filed2026-04-22
MSFT
0.88%MICROSOFT CORP COM
Shares71.4K
Event2026-03-31
Filed2026-04-22
PWR
0.38%QUANTA SVCS INC COM
Shares35.8K
Event2026-03-31
Filed2026-04-22
JPM
-0.18%JPMORGAN CHASE & CO COM
Shares64.4K
Event2026-03-31
Filed2026-04-22
ALPHABET INC CAP STK CL A
0.22%ALPHABET INC CAP STK CL A
Shares63.7K
Event2026-03-31
Filed2026-04-22
AAPL
0.94%APPLE INC COM
Shares54.4K
Event2026-03-31
Filed2026-04-22
BLACKSTONE INC COM
5.15%BLACKSTONE INC COM
Shares117.9K
Event2026-03-31
Filed2026-04-22
ETR
1.45%ENTERGY CORP NEW COM
Shares112.8K
Event2026-03-31
Filed2026-04-22
CRH PLC ORD
0.25%CRH PLC ORD
Shares116.6K
Event2026-03-31
Filed2026-04-22
BERKSHIRE HATHAWAY INC DEL CL B NEW
-1.48%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares23.6K
Event2026-03-31
Filed2026-04-22
DGRO
-22.77%ISHARES CORE DIVIDEND GROWTH ETF
Shares150.1K
Event2026-03-31
Filed2026-04-22
V
0.32%VISA INC COM CL A
Shares34.8K
Event2026-03-31
Filed2026-04-22
NVDA
312.97%NVIDIA CORPORATION COM
Shares60.2K
Event2026-03-31
Filed2026-04-22
ALPHABET INC CAP STK CL C
0.28%ALPHABET INC CAP STK CL C
Shares35.8K
Event2026-03-31
Filed2026-04-22
JNJ
-2.61%JOHNSON & JOHNSON COM
Shares41.5K
Event2026-03-31
Filed2026-04-22
GLD
-7.31%SPDR GOLD SHARES
Shares23.3K
Event2026-03-31
Filed2026-04-22
CCEP
0.62%COCA-COLA EUROPACIFIC PARTNERS SHS
Shares91.4K
Event2026-03-31
Filed2026-04-22
AMZN
1.94%AMAZON COM INC COM
Shares37.1K
Event2026-03-31
Filed2026-04-22
TPR
0.40%TAPESTRY INC COM
Shares53.6K
Event2026-03-31
Filed2026-04-22
LAM RESEARCH CORP COM NEW
2.52%LAM RESEARCH CORP COM NEW
Shares35.3K
Event2026-03-31
Filed2026-04-22
EATON CORP PLC SHS
-1.98%EATON CORP PLC SHS
Shares20.9K
Event2026-03-31
Filed2026-04-22
LINDE PLC SHS
1.11%LINDE PLC SHS
Shares14.3K
Event2026-03-31
Filed2026-04-22
BAC
-0.47%BANK AMERICA CORP COM
Shares131.4K
Event2026-03-31
Filed2026-04-22
CB
-0.34%CHUBB LTD SWITZ COM
Shares19.5K
Event2026-03-31
Filed2026-04-22
RTX
2.66%RTX CORPORATION COM
Shares31.1K
Event2026-03-31
Filed2026-04-22
VRTX
0.79%VERTEX PHARMACEUTICALS INC COM
Shares13.3K
Event2026-03-31
Filed2026-04-22
ABBV
-1.83%ABBVIE INC COM
Shares26.8K
Event2026-03-31
Filed2026-04-22
CSL
-0.42%CARLISLE COS INC COM
Shares16.8K
Event2026-03-31
Filed2026-04-22
META
2.97%META PLATFORMS INC CL A
Shares9.7K
Event2026-03-31
Filed2026-04-22
LLY
105.92%ELI LILLY & CO COM
Shares5.9K
Event2026-03-31
Filed2026-04-22
MPC
-0.92%MARATHON PETE CORP COM
Shares21.5K
Event2026-03-31
Filed2026-04-22
WSO
1.21%WATSCO INC COM
Shares14.3K
Event2026-03-31
Filed2026-04-22
VIGI
3.99%VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
Shares53.5K
Event2026-03-31
Filed2026-04-22
TMUS
26.80%T-MOBILE US INC COM
Shares22.4K
Event2026-03-31
Filed2026-04-22
NEE
0.80%NEXTERA ENERGY INC COM
Shares49.4K
Event2026-03-31
Filed2026-04-22
VRT
3.69%VERTIV HOLDINGS CO COM CL A
Shares18.3K
Event2026-03-31
Filed2026-04-22
KO
-0.18%COCA COLA CO COM
Shares59.1K
Event2026-03-31
Filed2026-04-22
XEL
28.65%XCEL ENERGY INC COM
Shares54.6K
Event2026-03-31
Filed2026-04-22
SONY
0.31%SONY GROUP CORP SPONSORED ADR
Shares207.3K
Event2026-03-31
Filed2026-04-22
IEFA
25.47%ISHARES CORE MSCI EAFE ETF
Shares47.1K
Event2026-03-31
Filed2026-04-22
VMC
0.60%VULCAN MATLS CO COM
Shares15.2K
Event2026-03-31
Filed2026-04-22
IEMG
4.48%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares59.4K
Event2026-03-31
Filed2026-04-22
ICSH
2.75%ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
Shares79.1K
Event2026-03-31
Filed2026-04-22
PKG
0.39%PACKAGING CORP AMER COM
Shares18.7K
Event2026-03-31
Filed2026-04-22
EOG
4.56%EOG RES INC COM
Shares26.7K
Event2026-03-31
Filed2026-04-22
FNDF
21.74%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares76.5K
Event2026-03-31
Filed2026-04-22
JEPI
0.41%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares64.8K
Event2026-03-31
Filed2026-04-22
HD
-0.71%HOME DEPOT INC COM
Shares11.1K
Event2026-03-31
Filed2026-04-22
TOTALENERGIES SE ACT
NewTOTALENERGIES SE ACT
Shares39.2K
Event2026-03-31
Filed2026-04-22
NDAQ
NewNASDAQ INC COM
Shares41.5K
Event2026-03-31
Filed2026-04-22
FLOT
5.99%ISHARES FLOATING RATE BOND ETF
Shares68.8K
Event2026-03-31
Filed2026-04-22
JEPQ
-8.78%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares62.2K
Event2026-03-31
Filed2026-04-22
BKNG
1.53%BOOKING HOLDINGS INC COM
Shares794
Event2026-03-31
Filed2026-04-22
VTI
-0.28%VANGUARD TOTAL STOCK MARKET ETF
Shares10.1K
Event2026-03-31
Filed2026-04-22
TMO
-0.09%THERMO FISHER SCIENTIFIC INC COM
Shares6.5K
Event2026-03-31
Filed2026-04-22
IGSB
6.90%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares60.3K
Event2026-03-31
Filed2026-04-22
QLTY
-6.90%GMO US QUALITY ETF
Shares86.8K
Event2026-03-31
Filed2026-04-22
PG
27.12%PROCTER & GAMBLE CO COM
Shares20.6K
Event2026-03-31
Filed2026-04-22
RSG
1.60%REPUBLIC SVCS INC COM
Shares13.1K
Event2026-03-31
Filed2026-04-22
VTV
56.83%VANGUARD VALUE ETF
Shares14.2K
Event2026-03-31
Filed2026-04-22
BR
-2.98%BROADRIDGE FINL SOLUTIONS INC COM
Shares17.1K
Event2026-03-31
Filed2026-04-22
VONG
91.45%VANGUARD RUSSELL 1000 GROWTH ETF
Shares24.7K
Event2026-03-31
Filed2026-04-22
CEG
19.06%CONSTELLATION ENERGY CORP COM
Shares9.4K
Event2026-03-31
Filed2026-04-22
VANGUARD S&P 500 ETF
7.58%VANGUARD S&P 500 ETF
Shares3.8K
Event2026-03-31
Filed2026-04-22
SCHO
10.28%SCHWAB SHORT-TERM US TREASURY ETF
Shares92.2K
Event2026-03-31
Filed2026-04-22
PFFV
13.34%GLOBAL X VARIABLE RATE PREFERRED ETF
Shares102.2K
Event2026-03-31
Filed2026-04-22
SCHD
-35.36%SCHWAB US DIVIDEND EQUITY ETF
Shares66.5K
Event2026-03-31
Filed2026-04-22
WFC
-2.87%WELLS FARGO & CO COM
Shares25.5K
Event2026-03-31
Filed2026-04-22
APH
-2.17%AMPHENOL CORP CL A
Shares15.8K
Event2026-03-31
Filed2026-04-22
JQUA
-18.85%JPMORGAN U.S. QUALITY FACTOR ETF
Shares31.5K
Event2026-03-31
Filed2026-04-22
PAVE
5.16%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares37.1K
Event2026-03-31
Filed2026-04-22
XOM
9.17%EXXON MOBIL CORP COM
Shares11.0K
Event2026-03-31
Filed2026-04-22
ORCL
31.34%ORACLE CORP COM
Shares12.6K
Event2026-03-31
Filed2026-04-22
IJR
15.22%ISHARES CORE S&P SMALL CAP ETF
Shares14.2K
Event2026-03-31
Filed2026-04-22
PLTR
6.67%PALANTIR TECHNOLOGIES INC CL A
Shares12.0K
Event2026-03-31
Filed2026-04-22
GS
-0.44%GOLDMAN SACHS GROUP INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-22
IJH
22.73%ISHARES CORE S&P MID-CAP ETF
Shares25.6K
Event2026-03-31
Filed2026-04-22
VWO
-2.32%VANGUARD FTSE EMERGING MARKETS ETF
Shares30.7K
Event2026-03-31
Filed2026-04-22
IBDT
2.48%ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
Shares63.2K
Event2026-03-31
Filed2026-04-22
CRDO
22.51%CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares16.8K
Event2026-03-31
Filed2026-04-22
IBDS
6.45%ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
Shares61.5K
Event2026-03-31
Filed2026-04-22
JMST
9.08%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares28.0K
Event2026-03-31
Filed2026-04-22
SPY
0.87%STATE STREET SPDR S&P 500 ETF
Shares2.1K
Event2026-03-31
Filed2026-04-22
INVESCO QQQ TRUST SERIES I
-23.59%INVESCO QQQ TRUST SERIES I
Shares2.2K
Event2026-03-31
Filed2026-04-22
FPEI
-5.91%FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
Shares59.3K
Event2026-03-31
Filed2026-04-22
DIVB
-2.93%ISHARES CORE DIVIDEND ETF
Shares20.3K
Event2026-03-31
Filed2026-04-22
GLW
-2.27%CORNING INC COM
Shares7.4K
Event2026-03-31
Filed2026-04-22
PEP
-12.19%PEPSICO INC COM
Shares6.5K
Event2026-03-31
Filed2026-04-22
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares38.7K
Event2026-03-31
Filed2026-04-22
ABT
-8.89%ABBOTT LABORATORIES COM
Shares9.3K
Event2026-03-31
Filed2026-04-22
MUNI
4.82%PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
Shares17.5K
Event2026-03-31
Filed2026-04-22
XLK
1.08%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares6.8K
Event2026-03-31
Filed2026-04-22
IBDX
36.32%ISHARES IBONDS DEC 2032 TERM CORPORATE ETF
Shares35.9K
Event2026-03-31
Filed2026-04-22
CSCO
-30.53%CISCO SYS INC COM
Shares11.6K
Event2026-03-31
Filed2026-04-22
FDN
0.00%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares3.8K
Event2026-03-31
Filed2026-04-22
QUS
-55.16%STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
Shares5.0K
Event2026-03-31
Filed2026-04-22
GSEW
-32.51%GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
Shares10.0K
Event2026-03-31
Filed2026-04-22
AMAT
0.00%APPLIED MATLS INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-22
IWP
-1.85%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares6.4K
Event2026-03-31
Filed2026-04-22
COST
-2.28%COSTCO WHOLESALE CORPORATION COM
Shares816
Event2026-03-31
Filed2026-04-22
AGG
-30.88%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares8.1K
Event2026-03-31
Filed2026-04-22
PEG
-3.85%PUBLIC SVC ENTERPRISE GROUP COM
Shares9.9K
Event2026-03-31
Filed2026-04-22
SMH
242.43%VANECK SEMICONDUCTOR ETF
Shares2.1K
Event2026-03-31
Filed2026-04-22
JPST
1.05%JPMORGAN ULTRA-SHORT INCOME ETF
Shares15.3K
Event2026-03-31
Filed2026-04-22
VEA
1.81%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares12.0K
Event2026-03-31
Filed2026-04-22
IWR
-4.86%ISHARES RUSSELL MIDCAP ETF
Shares7.9K
Event2026-03-31
Filed2026-04-22
ESGV
6.80%VANGUARD ESG U.S. STOCK ETF
Shares6.5K
Event2026-03-31
Filed2026-04-22
STIP
-15.23%ISHARES 0-5 YEAR TIPS BOND ETF
Shares7.0K
Event2026-03-31
Filed2026-04-22
IWM
45.01%ISHARES RUSSELL 2000 ETF
Shares2.9K
Event2026-03-31
Filed2026-04-22
IBDU
10.93%ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
Shares29.4K
Event2026-03-31
Filed2026-04-22
PSX
0.08%PHILLIPS 66 COM
Shares3.7K
Event2026-03-31
Filed2026-04-22
IWF
-5.07%ISHARES RUSSELL 1000 GROWTH ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
LOW
0.00%LOWES COS INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-22
EMXC
19.28%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares8.4K
Event2026-03-31
Filed2026-04-22
DTE
0.11%DTE ENERGY CO COM
Shares4.4K
Event2026-03-31
Filed2026-04-22
IBDR
-3.81%ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
Shares26.0K
Event2026-03-31
Filed2026-04-22
LHX
0.00%L3HARRIS TECHNOLOGIES INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-22
J
2030.87%JACOBS SOLUTIONS INC COM
Shares4.9K
Event2026-03-31
Filed2026-04-22
IVV
-50.83%ISHARES CORE S&P 500 ETF
Shares952
Event2026-03-31
Filed2026-04-22
DE
0.00%DEERE & CO COM
Shares1.1K
Event2026-03-31
Filed2026-04-22
MPLX
-9.01%MPLX LP COM UNIT REP LTD
Shares10.5K
Event2026-03-31
Filed2026-04-22
IBM
4.82%INTERNATIONAL BUSINESS MACHS COM
Shares2.4K
Event2026-03-31
Filed2026-04-22
SCHG
0.04%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares18.7K
Event2026-03-31
Filed2026-04-22
MERCK & CO INC COM
0.13%MERCK & CO INC COM
Shares4.5K
Event2026-03-31
Filed2026-04-22
SUB
0.00%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares5.0K
Event2026-03-31
Filed2026-04-22
EWY
NewISHARES MSCI SOUTH KOREA ETF
Shares4.3K
Event2026-03-31
Filed2026-04-22
WM
-21.28%WASTE MGMT INC DEL COM
Shares2.3K
Event2026-03-31
Filed2026-04-22
GRID
0.03%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares3.2K
Event2026-03-31
Filed2026-04-22
IBMO
-3.76%ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
Shares19.8K
Event2026-03-31
Filed2026-04-22
HUBBELL INC COM
0.00%HUBBELL INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-22
KLAC
0.59%KLA CORP COM NEW
Shares340
Event2026-03-31
Filed2026-04-22
DGRS
-48.39%WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND
Shares9.4K
Event2026-03-31
Filed2026-04-22
SDY
-30.65%STATE STREET SPDR S&P DIVIDEND ETF
Shares3.4K
Event2026-03-31
Filed2026-04-22
VGIT
0.00%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares8.1K
Event2026-03-31
Filed2026-04-22
PNC
752.63%PNC FINL SVCS GROUP INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-22
UITB
8.94%VICTORYSHARES CORE INTERMEDIATE BOND ETF
Shares9.9K
Event2026-03-31
Filed2026-04-22
SCHV
0.00%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares15.0K
Event2026-03-31
Filed2026-04-22
PHYS
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
Shares12.9K
Event2026-03-31
Filed2026-04-22
NSC
-3.71%NORFOLK SOUTHN CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-22
CAT
0.31%CATERPILLAR INC COM
Shares639
Event2026-03-31
Filed2026-04-22
MOAT
-4.99%VANECK MORNINGSTAR WIDE MOAT ETF
Shares4.6K
Event2026-03-31
Filed2026-04-22
CW
0.00%CURTISS WRIGHT CORP COM
Shares630
Event2026-03-31
Filed2026-04-22
VZ
-11.21%VERIZON COMMUNICATIONS INC COM
Shares8.5K
Event2026-03-31
Filed2026-04-22
WSM
0.00%WILLIAMS SONOMA INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-22
KRE
NewSTATE STREET SPDR S&P REGIONAL BANKING ETF
Shares6.2K
Event2026-03-31
Filed2026-04-22
IQDG
-55.96%WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND
Shares10.0K
Event2026-03-31
Filed2026-04-22
ED
0.71%CONSOLIDATED EDISON INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-22
AXP
9.02%AMERICAN EXPRESS CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-22
FIW
15.16%FIRST TRUST WATER ETF
Shares3.9K
Event2026-03-31
Filed2026-04-22
EPD
0.03%ENTERPRISE PRODS PARTNERS L P COM
Shares10.3K
Event2026-03-31
Filed2026-04-22
GOOD
1.83%GLADSTONE COMMERCIAL CORP COM
Shares34.1K
Event2026-03-31
Filed2026-04-22
HMOP
37.69%HARTFORD MUNICIPAL OPPORTUNITIES ETF
Shares10.0K
Event2026-03-31
Filed2026-04-22
NFLX
-7.83%NETFLIX INC. COM
Shares4.0K
Event2026-03-31
Filed2026-04-22
GPIX
0.19%GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
Shares7.2K
Event2026-03-31
Filed2026-04-22
IBDV
12.07%ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
Shares16.4K
Event2026-03-31
Filed2026-04-22
CVX
0.30%CHEVRON CORPORATION COM
Shares1.7K
Event2026-03-31
Filed2026-04-22
DTM
0.16%DT MIDSTREAM INC COMMON STOCK
Shares2.5K
Event2026-03-31
Filed2026-04-22
EQWL
NewINVESCO S&P 100 EQUAL WEIGHT ETF
Shares2.9K
Event2026-03-31
Filed2026-04-22
VYM
-1.02%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares2.2K
Event2026-03-31
Filed2026-04-22
IGRO
-9.33%ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
Shares3.9K
Event2026-03-31
Filed2026-04-22
MO
-38.36%ALTRIA GROUP INC COM
Shares4.9K
Event2026-03-31
Filed2026-04-22
PM
-61.26%PHILIP MORRIS INTL INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-22
BND
-3.27%VANGUARD TOTAL BOND MARKET ETF
Shares4.1K
Event2026-03-31
Filed2026-04-22
SUSA
0.00%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares2.2K
Event2026-03-31
Filed2026-04-22
BA
19.42%BOEING CO COM
Shares1.5K
Event2026-03-31
Filed2026-04-22
KBWB
NewINVESCO KBW BANK ETF
Shares3.6K
Event2026-03-31
Filed2026-04-22
SO
-1.51%SOUTHERN CO COM
Shares2.9K
Event2026-03-31
Filed2026-04-22
VXUS
0.16%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares3.7K
Event2026-03-31
Filed2026-04-22
IBTG
-1.61%ISHARES IBONDS DEC 2026 TERM TREASURY ETF
Shares12.2K
Event2026-03-31
Filed2026-04-22
XLE
0.00%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares4.5K
Event2026-03-31
Filed2026-04-22
BNDX
-0.90%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares5.6K
Event2026-03-31
Filed2026-04-22
CIBR
0.00%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares4.2K
Event2026-03-31
Filed2026-04-22
TSLA
1.73%TESLA INC COM
Shares705
Event2026-03-31
Filed2026-04-22
ISRG
723.53%INTUITIVE SURGICAL INC COM NEW
Shares560
Event2026-03-31
Filed2026-04-22
MCD
0.24%MCDONALDS CORP COM
Shares830
Event2026-03-31
Filed2026-04-22
HON
0.26%HONEYWELL INTL INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-22
GRMN
1449.28%GARMIN LTD SHS
Shares1.1K
Event2026-03-31
Filed2026-04-22
TXN
0.16%TEXAS INSTRS INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-22
KYN
-2.43%KAYNE ANDERSON ENERGY INFRSTR COM
Shares16.9K
Event2026-03-31
Filed2026-04-22
SCHM
-77.41%SCHWAB U.S. MID-CAP ETF
Shares7.8K
Event2026-03-31
Filed2026-04-22
VONV
4.04%VANGUARD RUSSELL 1000 VALUE ETF
Shares2.6K
Event2026-03-31
Filed2026-04-22
IBDW
38.16%ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
Shares11.4K
Event2026-03-31
Filed2026-04-22
PRINCETON BANCORP INC COM
0.00%PRINCETON BANCORP INC COM
Shares7.0K
Event2026-03-31
Filed2026-04-22
IBIT
15.09%ISHARES BITCOIN TRUST ETF
Shares6.1K
Event2026-03-31
Filed2026-04-22
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-22
IVW
0.00%ISHARES S&P 500 GROWTH ETF
Shares2.0K
Event2026-03-31
Filed2026-04-22
GILD
0.62%GILEAD SCIENCES INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-22
GLDM
NewSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares2.4K
Event2026-03-31
Filed2026-04-22
CCJ
0.00%CAMECO CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-22
ACWI
0.26%ISHARES MSCI ACWI ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
IBMP
0.00%ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
Shares8.4K
Event2026-03-31
Filed2026-04-22
AFL
0.00%AFLAC INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-22
PBD
74.77%INVESCO GLOBAL CLEAN ENERGY ETF
Shares11.7K
Event2026-03-31
Filed2026-04-22
XYL
0.11%XYLEM INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-22
VB
0.25%VANGUARD SMALL-CAP ETF
Shares799
Event2026-03-31
Filed2026-04-22
MSIF
48.80%MSC INCOME FUND INC COM
Shares17.1K
Event2026-03-31
Filed2026-04-22
XBI
NewSTATE STREET SPDR S&P BIOTECH ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
IWD
1.57%ISHARES RUSSELL 1000 VALUE ETF
Shares970
Event2026-03-31
Filed2026-04-22
FIX
-50.00%COMFORT SYS USA INC COM
Shares150
Event2026-03-31
Filed2026-04-22
BMY
0.15%BRISTOL-MYERS SQUIBB CO COM
Shares3.4K
Event2026-03-31
Filed2026-04-22
WELL
-2.91%WELLTOWER INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-22
SHYG
-3.29%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares4.8K
Event2026-03-31
Filed2026-04-22
MGC
6.38%VANGUARD MEGA CAP ETF
Shares851
Event2026-03-31
Filed2026-04-22
BLACKROCK INC COM
0.49%BLACKROCK INC COM
Shares207
Event2026-03-31
Filed2026-04-22
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares1.4K
Event2026-03-31
Filed2026-04-22
QUAL
0.00%ISHARES MSCI USA QUALITY FACTOR ETF
Shares1.0K
Event2026-03-31
Filed2026-04-22
IQLT
1.75%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares4.2K
Event2026-03-31
Filed2026-04-22
NFBK
0.00%NORTHFIELD BANCORP INC DEL COM
Shares14.1K
Event2026-03-31
Filed2026-04-22
IYY
0.00%ISHARES DOW JONES U.S. ETF
Shares1.2K
Event2026-03-31
Filed2026-04-22
T
-35.23%AT&T INC COM
Shares6.5K
Event2026-03-31
Filed2026-04-22
SCZ
NewISHARES MSCI EAFE SMALL-CAP ETF
Shares2.4K
Event2026-03-31
Filed2026-04-22
QEFA
0.00%STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF
Shares2.0K
Event2026-03-31
Filed2026-04-22
AEP
-12.39%AMERICAN ELEC PWR CO INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-22
OC
673.52%OWENS CORNING NEW COM
Shares1.7K
Event2026-03-31
Filed2026-04-22
ISHARES TOTAL USD FIXED INCOME MARKET ETF
NewISHARES TOTAL USD FIXED INCOME MARKET ETF
Shares3.7K
Event2026-03-31
Filed2026-04-22
VST
1.35%VISTRA CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-22
VO
-2.66%VANGUARD MID-CAP ETF
Shares622
Event2026-03-31
Filed2026-04-22
DUKE ENERGY CORP NEW COM NEW
0.67%DUKE ENERGY CORP NEW COM NEW
Shares1.4K
Event2026-03-31
Filed2026-04-22
AMGN
0.40%AMGEN INC COM
Shares500
Event2026-03-31
Filed2026-04-22
SPGP
0.00%INVESCO S&P 500 GARP ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
ITW
0.00%ILLINOIS TOOL WKS INC COM
Shares669
Event2026-03-31
Filed2026-04-22
ACIO
-4.65%APTUS COLLARED INVESTMENT OPPORTUNITY ETF
Shares4.1K
Event2026-03-31
Filed2026-04-22
ADP
-5.26%AUTOMATIC DATA PROCESSING INC COM
Shares846
Event2026-03-31
Filed2026-04-22
GE AEROSPACE COM NEW
0.00%GE AEROSPACE COM NEW
Shares604
Event2026-03-31
Filed2026-04-22
ECL
-21.20%ECOLAB INC COM
Shares632
Event2026-03-31
Filed2026-04-22
VIG
11.48%VANGUARD DIVIDEND APPRECIATION ETF
Shares767
Event2026-03-31
Filed2026-04-22
MTB
0.00%M & T BK CORP COM
Shares787
Event2026-03-31
Filed2026-04-22
BN
0.08%BROOKFIELD CORP CL A LTD VT SH
Shares4.0K
Event2026-03-31
Filed2026-04-22
SLV
-63.95%ISHARES SILVER TRUST
Shares2.4K
Event2026-03-31
Filed2026-04-22
SCHB
-8.73%SCHWAB U.S. BROAD MARKET ETF
Shares6.3K
Event2026-03-31
Filed2026-04-22
DFAT
0.00%DIMENSIONAL U.S. TARGETED VALUE ETF
Shares2.5K
Event2026-03-31
Filed2026-04-22
QNITY ELECTRONICS INC COMMON STOCK
NewQNITY ELECTRONICS INC COMMON STOCK
Shares1.4K
Event2026-03-31
Filed2026-04-22
WMT
-4.52%WALMART INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-22
NULG
-2.16%NUVEEN ESG LARGE-CAP GROWTH ETF
Shares1.7K
Event2026-03-31
Filed2026-04-22
CHD
-4.74%CHURCH & DWIGHT CO INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-22
IXUS
26.75%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares1.7K
Event2026-03-31
Filed2026-04-22
INVESCO S&P 500 EQUAL WEIGHT ETF
76.39%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares762
Event2026-03-31
Filed2026-04-22
NRG
1.12%NRG ENERGY INC COM NEW
Shares991
Event2026-03-31
Filed2026-04-22
QCOM
-1.49%QUALCOMM INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-22
OSCV
61.60%OPUS SMALL CAP VALUE ETF
Shares3.5K
Event2026-03-31
Filed2026-04-22
XLV
0.11%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares952
Event2026-03-31
Filed2026-04-22
DSI
0.00%ISHARES ESG MSCI KLD 400 ETF
Shares1.1K
Event2026-03-31
Filed2026-04-22
SPYM
18.18%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares1.8K
Event2026-03-31
Filed2026-04-22
XLF
1.42%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares2.7K
Event2026-03-31
Filed2026-04-22
MUB
0.00%ISHARES NATIONAL MUNI BOND ETF
Shares1.3K
Event2026-03-31
Filed2026-04-22
GEV
0.00%GE VERNOVA INC COM
Shares153
Event2026-03-31
Filed2026-04-22
MA
-9.31%MASTERCARD INCORPORATED CL A
Shares263
Event2026-03-31
Filed2026-04-22
EASG
67.45%XTRACKERS MSCI EAFE SELECTION EQUITY ETF
Shares3.7K
Event2026-03-31
Filed2026-04-22
UNH
-2.63%UNITEDHEALTH GROUP INC COM
Shares482
Event2026-03-31
Filed2026-04-22
OEF
0.00%ISHARES S&P 100 ETF
Shares408
Event2026-03-31
Filed2026-04-22
CEMB
-2.76%ISHARES J.P. MORGAN EM CORPORATE BOND ETF
Shares2.8K
Event2026-03-31
Filed2026-04-22
ACCENTURE PLC IRELAND SHS CLASS A
-94.94%ACCENTURE PLC IRELAND SHS CLASS A
Shares641
Event2026-03-31
Filed2026-04-22
VT
-77.43%VANGUARD TOTAL WORLD STOCK ETF
Shares906
Event2026-03-31
Filed2026-04-22
DUPONT DE NEMOURS INC COM
74.61%DUPONT DE NEMOURS INC COM
Shares2.7K
Event2026-03-31
Filed2026-04-22
SPGI
0.00%S&P GLOBAL INC COM
Shares284
Event2026-03-31
Filed2026-04-22
ESGD
48.35%ISHARES ESG AWARE MSCI EAFE ETF
Shares1.3K
Event2026-03-31
Filed2026-04-22
DIS
-3.47%DISNEY WALT CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-22
IBMQ
0.06%ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
Shares4.7K
Event2026-03-31
Filed2026-04-22
CMI
0.90%CUMMINS INC COM
Shares223
Event2026-03-31
Filed2026-04-22
JFLX
1.29%JPMORGAN FLEXIBLE DEBT ETF
Shares2.4K
Event2026-03-31
Filed2026-04-22
SHEL
0.00%SHELL PLC SPON ADS
Shares1.2K
Event2026-03-31
Filed2026-04-22
TJX
0.00%TJX COS INC NEW COM
Shares723
Event2026-03-31
Filed2026-04-22
VXF
0.00%VANGUARD EXTENDED MARKET ETF
Shares559
Event2026-03-31
Filed2026-04-22
DGX
0.70%QUEST DIAGNOSTICS INC COM
Shares578
Event2026-03-31
Filed2026-04-22
MDLZ
-0.41%MONDELEZ INTL INC CL A
Shares2.0K
Event2026-03-31
Filed2026-04-22
BK
0.11%BANK NEW YORK MELLON CORP COM
Shares947
Event2026-03-31
Filed2026-04-22
IEV
0.00%ISHARES EUROPE ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
AMP
-1.96%AMERIPRISE FINL INC COM
Shares250
Event2026-03-31
Filed2026-04-22
COP
0.84%CONOCOPHILLIPS COM
Shares839
Event2026-03-31
Filed2026-04-22
SLF
0.00%SUN LIFE FINANCIAL INC. COM
Shares1.7K
Event2026-03-31
Filed2026-04-22
CITIGROUP INC COM NEW
-7.30%CITIGROUP INC COM NEW
Shares953
Event2026-03-31
Filed2026-04-22
SPSB
0.70%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares3.6K
Event2026-03-31
Filed2026-04-22
VOOG
0.00%VANGUARD S&P 500 GROWTH ETF
Shares263
Event2026-03-31
Filed2026-04-22
NEM
0.00%NEWMONT CORP COM
Shares988
Event2026-03-31
Filed2026-04-22
PGR
-1.82%PROGRESSIVE CORP COM
Shares539
Event2026-03-31
Filed2026-04-22
CTVA
18.15%CORTEVA INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-22
DRSK
-7.03%APTUS DEFINED RISK ETF
Shares3.8K
Event2026-03-31
Filed2026-04-22
SPYX
68.39%STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
Shares2.0K
Event2026-03-31
Filed2026-04-22
MMM
-9.10%3M CO COM
Shares699
Event2026-03-31
Filed2026-04-22
USB
0.10%US BANCORP COM NEW
Shares1.9K
Event2026-03-31
Filed2026-04-22
NOC
-3.97%NORTHROP GRUMMAN CORP COM
Shares145
Event2026-03-31
Filed2026-04-22
IJS
0.00%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares829
Event2026-03-31
Filed2026-04-22
URI
0.75%UNITED RENTALS INC COM
Shares135
Event2026-03-31
Filed2026-04-22
CRM
-4.78%SALESFORCE INC COM
Shares518
Event2026-03-31
Filed2026-04-22
SPH
0.15%SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN
Shares4.7K
Event2026-03-31
Filed2026-04-22
TAFI
NewAB TAX-AWARE SHORT DURATION MUNICIPAL ETF
Shares3.7K
Event2026-03-31
Filed2026-04-22
ALERIAN MLP ETF
0.00%ALERIAN MLP ETF
Shares1.8K
Event2026-03-31
Filed2026-04-22
ZTS
0.00%ZOETIS INC CL A
Shares775
Event2026-03-31
Filed2026-04-22
EXG
0.00%EATON VANCE TAX-MANAGED GLOBAL COM
Shares10.5K
Event2026-03-31
Filed2026-04-22
GBIL
0.00%ACCESS TREASURY 0-1 YEAR ETF
Shares905
Event2026-03-31
Filed2026-04-22
PH
1.01%PARKER-HANNIFIN CORP COM
Shares100
Event2026-03-31
Filed2026-04-22
GENERAL DYNAMICS CORP COM
0.77%GENERAL DYNAMICS CORP COM
Shares261
Event2026-03-31
Filed2026-04-22
BIV
0.00%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares1.2K
Event2026-03-31
Filed2026-04-22
WMB
1.50%WILLIAMS COS INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-22
IJT
0.00%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares610
Event2026-03-31
Filed2026-04-22
ETV
0.00%EATON VANCE TAX-MANAGED BUY- COM
Shares6.4K
Event2026-03-31
Filed2026-04-22
NVO
0.00%NOVO-NORDISK A S ADR
Shares2.3K
Event2026-03-31
Filed2026-04-22
SYY
-29.67%SYSCO CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-22
IXJ
0.00%ISHARES GLOBAL HEALTHCARE ETF
Shares899
Event2026-03-31
Filed2026-04-22
CINF
0.00%CINCINNATI FINL CORP COM
Shares530
Event2026-03-31
Filed2026-04-22
TTWO
-2.33%TAKE-TWO INTERACTIVE SOFTWARE COM
Shares420
Event2026-03-31
Filed2026-04-22
TRV
0.00%TRAVELERS COMPANIES INC COM
Shares278
Event2026-03-31
Filed2026-04-22
VTEB
0.00%VANGUARD TAX-EXEMPT BOND ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
EFV
-2.66%ISHARES MSCI EAFE VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-22
XLI
-4.02%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares478
Event2026-03-31
Filed2026-04-22
TDV
0.00%PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF
Shares903
Event2026-03-31
Filed2026-04-22
DFAS
0.00%DIMENSIONAL U.S. SMALL CAP ETF
Shares1.1K
Event2026-03-31
Filed2026-04-22
NTR
0.00%NUTRIEN LTD COM
Shares1.0K
Event2026-03-31
Filed2026-04-22
ARISTA NETWORKS INC COM SHS
0.00%ARISTA NETWORKS INC COM SHS
Shares612
Event2026-03-31
Filed2026-04-22
MS
1.57%MORGAN STANLEY COM NEW
Shares454
Event2026-03-31
Filed2026-04-22
VUG
0.00%VANGUARD GROWTH ETF
Shares170
Event2026-03-31
Filed2026-04-22
ROK
0.00%ROCKWELL AUTOMATION INC COM
Shares206
Event2026-03-31
Filed2026-04-22
EME
0.00%EMCOR GROUP INC COM
Shares100
Event2026-03-31
Filed2026-04-22
FIRST CTZNS BANCSHARES INC DEL CL A
-7.14%FIRST CTZNS BANCSHARES INC DEL CL A
Shares39
Event2026-03-31
Filed2026-04-22
ARCC
77.89%ARES CAPITAL CORP COM
Shares4.0K
Event2026-03-31
Filed2026-04-22
HSY
0.00%HERSHEY CO COM
Shares343
Event2026-03-31
Filed2026-04-22
MTX
0.00%MINERALS TECHNOLOGIES INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-22
AMD
0.00%ADVANCED MICRO DEVICES INC COM
Shares341
Event2026-03-31
Filed2026-04-22
ETY
0.00%EATON VANCE TAX-MANAGED DIVERS COM
Shares5.0K
Event2026-03-31
Filed2026-04-22
MAIN
0.00%MAIN STR CAP CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-22
VGK
1.86%VANGUARD FTSE EUROPE ETF
Shares821
Event2026-03-31
Filed2026-04-22
ISHARES GOLD TRUST
0.00%ISHARES GOLD TRUST
Shares766
Event2026-03-31
Filed2026-04-22
SHE
0.19%STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF
Shares528
Event2026-03-31
Filed2026-04-22
CME
0.44%CME GROUP INC COM
Shares227
Event2026-03-31
Filed2026-04-22
COF
-3.69%CAPITAL ONE FINL CORP COM
Shares365
Event2026-03-31
Filed2026-04-22
F
0.03%FORD MTR CO COM
Shares5.7K
Event2026-03-31
Filed2026-04-22
CSX
0.00%CSX CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-22
MAR
0.50%MARRIOTT INTL INC NEW CL A
Shares200
Event2026-03-31
Filed2026-04-22
MTZ
0.00%MASTEC INC COM
Shares200
Event2026-03-31
Filed2026-04-22
GM
0.12%GENERAL MTRS CO COM
Shares863
Event2026-03-31
Filed2026-04-22
VSS
0.00%VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
Shares438
Event2026-03-31
Filed2026-04-22
VCEB
-25.61%VANGUARD ESG U.S. CORPORATE BOND ETF
Shares1.0K
Event2026-03-31
Filed2026-04-22
PSLV
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
Shares2.5K
Event2026-03-31
Filed2026-04-22
FAST
0.00%FASTENAL CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-22
DVY
452.86%ISHARES SELECT DIVIDEND ETF
Shares387
Event2026-03-31
Filed2026-04-22
JUCY
0.00%APTUS ENHANCED YIELD ETF
Shares2.6K
Event2026-03-31
Filed2026-04-22
CALF
NewPACER US SMALL CAP CASH COWS ETF
Shares1.3K
Event2026-03-31
Filed2026-04-22
INGR
0.00%INGREDION INC COM
Shares500
Event2026-03-31
Filed2026-04-22
STZ
0.00%CONSTELLATION BRANDS INC CL A
Shares375
Event2026-03-31
Filed2026-04-22
TFC
-5.51%TRUIST FINL CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-22
USMV
-94.74%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares600
Event2026-03-31
Filed2026-04-22
EW
0.00%EDWARDS LIFESCIENCES CORP COM
Shares690
Event2026-03-31
Filed2026-04-22
VV
0.00%VANGUARD LARGE-CAP ETF
Shares183
Event2026-03-31
Filed2026-04-22
ADME
0.00%APTUS DRAWDOWN MANAGED EQUITY ETF
Shares1.1K
Event2026-03-31
Filed2026-04-22
ADI
1.19%ANALOG DEVICES INC COM
Shares170
Event2026-03-31
Filed2026-04-22
LNG
0.00%CHENIERE ENERGY INC COM NEW
Shares190
Event2026-03-31
Filed2026-04-22
FDIS
0.00%FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
Shares560
Event2026-03-31
Filed2026-04-22
DLR
0.00%DIGITAL RLTY TR INC COM
Shares288
Event2026-03-31
Filed2026-04-22
DLS
-2.75%WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
Shares636
Event2026-03-31
Filed2026-04-22
THE CIGNA GROUP COM
0.52%THE CIGNA GROUP COM
Shares194
Event2026-03-31
Filed2026-04-22
TQQQ
NewPROSHARES ULTRAPRO QQQ
Shares1.2K
Event2026-03-31
Filed2026-04-22
EIS
41.25%ISHARES MSCI ISRAEL ETF
Shares428
Event2026-03-31
Filed2026-04-22
MEDTRONIC PLC SHS
0.00%MEDTRONIC PLC SHS
Shares570
Event2026-03-31
Filed2026-04-22
SYK
-16.67%STRYKER CORPORATION COM
Shares150
Event2026-03-31
Filed2026-04-22
UNP
-2.42%UNION PAC CORP COM
Shares202
Event2026-03-31
Filed2026-04-22
IDXX
-6.45%IDEXX LABS INC COM
Shares87
Event2026-03-31
Filed2026-04-22
PFF
36.62%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
DGS
0.00%WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
Shares790
Event2026-03-31
Filed2026-04-22
ETJ
0.00%EATON VANCE RISK-MANAGED DIVER COM
Shares5.8K
Event2026-03-31
Filed2026-04-22
AWK
0.00%AMERICAN WTR WKS CO INC NEW COM
Shares344
Event2026-03-31
Filed2026-04-22
UPS
2.42%UNITED PARCEL SVCS INC CL B
Shares465
Event2026-03-31
Filed2026-04-22
GSK PLC SPONSORED ADR
0.00%GSK PLC SPONSORED ADR
Shares822
Event2026-03-31
Filed2026-04-22
RIVN
0.00%RIVIAN AUTOMOTIVE INC COM CL A
Shares3.0K
Event2026-03-31
Filed2026-04-22
CVS
-22.21%CVS HEALTH CORP COM
Shares627
Event2026-03-31
Filed2026-04-22
BNS
0.00%BANK NOVA SCOTIA B C COM
Shares650
Event2026-03-31
Filed2026-04-22
GNRC
0.00%GENERAC HLDGS INC COM
Shares230
Event2026-03-31
Filed2026-04-22
FIDU
0.00%FIDELITY MSCI INDUSTRIAL INDEX ETF
Shares518
Event2026-03-31
Filed2026-04-22
INTC
0.00%INTEL CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-22
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
0.00%BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
Shares1.0K
Event2026-03-31
Filed2026-04-22
ASML
0.00%ASML HLDG NV N Y REGISTRY SHS
Shares33
Event2026-03-31
Filed2026-04-22
SCCO
NewSOUTHERN COPPER CORP COM
Shares252
Event2026-03-31
Filed2026-04-22
CEF
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
Shares900
Event2026-03-31
Filed2026-04-22
SPIP
0.00%STATE STREET SPDR PORTFOLIO TIPS ETF
Shares1.6K
Event2026-03-31
Filed2026-04-22
TPYP
0.00%TORTOISE NORTH AMERICAN PIPELINE ETF
Shares1.0K
Event2026-03-31
Filed2026-04-22
ESGE
NewISHARES ESG AWARE MSCI EM ETF
Shares934
Event2026-03-31
Filed2026-04-22
EPAM
-50.94%EPAM SYS INC COM
Shares312
Event2026-03-31
Filed2026-04-22
ADBE
-96.72%ADOBE INC COM
Shares173
Event2026-03-31
Filed2026-04-22
FRBA
0.00%FIRST BK WILLIAMSTOWN NEW JERS COM
Shares2.6K
Event2026-03-31
Filed2026-04-22
DGRE
-48.78%WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND
Shares1.3K
Event2026-03-31
Filed2026-04-22
CARR
0.00%CARRIER GLOBAL CORPORATION COM
Shares741
Event2026-03-31
Filed2026-04-22
IEF
0.00%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares436
Event2026-03-31
Filed2026-04-22
OXY
0.00%OCCIDENTAL PETE CORP COM
Shares625
Event2026-03-31
Filed2026-04-22
ETB
0.00%EATON VANCE TAX MNGED BUY WRIT COM
Shares2.8K
Event2026-03-31
Filed2026-04-22
TSCO
0.45%TRACTOR SUPPLY CO COM
Shares892
Event2026-03-31
Filed2026-04-22
L
0.00%LOEWS CORP COM
Shares377
Event2026-03-31
Filed2026-04-22
IJJ
0.00%ISHARES S&P MID-CAP 400 VALUE ETF
Shares300
Event2026-03-31
Filed2026-04-22
DRI
0.00%DARDEN RESTAURANTS INC COM
Shares200
Event2026-03-31
Filed2026-04-22
EMR
3.82%EMERSON ELEC CO COM
Shares299
Event2026-03-31
Filed2026-04-22
MNST
-6.45%MONSTER BEVERAGE CORP NEW COM
Shares537
Event2026-03-31
Filed2026-04-22
PFG
1.42%PRINCIPAL FINANCIAL GROUP INC COM
Shares430
Event2026-03-31
Filed2026-04-22
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares89
Event2026-03-31
Filed2026-04-22
MUJ
0.00%BLACKROCK MUNIHLDGS NJ QLTY FD COM
Shares3.3K
Event2026-03-31
Filed2026-04-22
VNQ
-11.70%VANGUARD REAL ESTATE ETF
Shares430
Event2026-03-31
Filed2026-04-22
BDX
0.00%BECTON DICKINSON & CO COM
Shares241
Event2026-03-31
Filed2026-04-22
UGI
0.00%UGI CORP NEW COM
Shares1.0K
Event2026-03-31
Filed2026-04-22
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares52
Event2026-03-31
Filed2026-04-22
MMC
-37.46%MARSH & MCLENNAN COS INC COM
Shares207
Event2026-03-31
Filed2026-04-22
NJR
0.00%NEW JERSEY RES CORP COM
Shares641
Event2026-03-31
Filed2026-04-22
BKAG
0.00%BNY MELLON CORE BOND ETF
Shares833
Event2026-03-31
Filed2026-04-22
BIP
0.00%BROOKFIELD INFRASTRUCTURE PART LP INT UNIT
Shares972
Event2026-03-31
Filed2026-04-22
CDNS
0.00%CADENCE DESIGN SYSTEM INC COM
Shares126
Event2026-03-31
Filed2026-04-22
AMT
-4.69%AMERICAN TOWER CORP COM
Shares203
Event2026-03-31
Filed2026-04-22
NOW
-18.52%SERVICENOW INC COM
Shares330
Event2026-03-31
Filed2026-04-22
SAN
0.00%BANCO SANTANDER SA ADR
Shares3.0K
Event2026-03-31
Filed2026-04-22
SCHX
0.30%SCHWAB U.S. LARGE-CAP ETF
Shares1.3K
Event2026-03-31
Filed2026-04-22
MLI
0.00%MUELLER INDS INC COM
Shares302
Event2026-03-31
Filed2026-04-22
AES
0.00%AES CORP COM
Shares2.3K
Event2026-03-31
Filed2026-04-22
ATO
1.15%ATMOS ENERGY CORP COM
Shares176
Event2026-03-31
Filed2026-04-22
EFAV
0.00%ISHARES MSCI EAFE MIN VOL FACTOR ETF
Shares354
Event2026-03-31
Filed2026-04-22
IHI
0.00%ISHARES U.S. MEDICAL DEVICES ETF
Shares600
Event2026-03-31
Filed2026-04-22
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG
0.00%BROOKFIELD RENEWABLE CORP CL A EX SUB VTG
Shares800
Event2026-03-31
Filed2026-04-22
XSD
0.00%STATE STREET SPDR S&P SEMICONDUCTOR ETF
Shares97
Event2026-03-31
Filed2026-04-22
EVSM
0.48%EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
Shares629
Event2026-03-31
Filed2026-04-22
RF
1.61%REGIONS FINANCIAL CORP NEW COM
Shares1.2K
Event2026-03-31
Filed2026-04-22
TE CONNECTIVITY PLC ORD SHS
-3.85%TE CONNECTIVITY PLC ORD SHS
Shares150
Event2026-03-31
Filed2026-04-22
WST
0.00%WEST PHARMACEUTICAL SVSC INC COM
Shares125
Event2026-03-31
Filed2026-04-22
ALL
0.00%ALLSTATE CORP COM
Shares151
Event2026-03-31
Filed2026-04-22
TXRH
0.00%TEXAS ROADHOUSE INC COM
Shares188
Event2026-03-31
Filed2026-04-22
CMCSA
22.05%COMCAST CORP NEW CL A
Shares1.1K
Event2026-03-31
Filed2026-04-22
SRE
0.00%SEMPRA COM
Shares316
Event2026-03-31
Filed2026-04-22
WEC ENERGY GROUP INC COM
0.38%WEC ENERGY GROUP INC COM
Shares265
Event2026-03-31
Filed2026-04-22
IBMR
0.00%ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF
Shares1.2K
Event2026-03-31
Filed2026-04-22
LMT
2.04%LOCKHEED MARTIN CORP COM
Shares50
Event2026-03-31
Filed2026-04-22
KR
0.00%KROGER CO COM
Shares416
Event2026-03-31
Filed2026-04-22
ARKK
0.00%ARK INNOVATION ETF
Shares445
Event2026-03-31
Filed2026-04-22
DASH
0.00%DOORDASH INC CL A
Shares200
Event2026-03-31
Filed2026-04-22
EBAY
-0.30%EBAY INC. COM
Shares330
Event2026-03-31
Filed2026-04-22
NMRK
0.00%NEWMARK GROUP INC CL A
Shares2.0K
Event2026-03-31
Filed2026-04-22
IBTH
NewISHARES IBONDS DEC 2027 TERM TREASURY ETF
Shares1.3K
Event2026-03-31
Filed2026-04-22
ESS
0.00%ESSEX PPTY TR INC COM
Shares120
Event2026-03-31
Filed2026-04-22
UPSD
NewAPTUS LARGE CAP UPSIDE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-22
WTRG
0.00%ESSENTIAL UTILS INC COM
Shares705
Event2026-03-31
Filed2026-04-22
CTRA
0.00%COTERRA ENERGY INC COM
Shares792
Event2026-03-31
Filed2026-04-22
VPL
0.00%VANGUARD FTSE PACIFIC ETF
Shares282
Event2026-03-31
Filed2026-04-22
PFE
3.94%PFIZER INC COM
Shares976
Event2026-03-31
Filed2026-04-22
HIG
0.00%HARTFORD INSURANCE GROUP INC COM
Shares200
Event2026-03-31
Filed2026-04-22
GDXJ
NewVANECK JUNIOR GOLD MINERS ETF
Shares225
Event2026-03-31
Filed2026-04-22
CHWY
0.00%CHEWY INC CL A
Shares1.0K
Event2026-03-31
Filed2026-04-22
SOLSTICE ADVANCED MATLS INC COM SHS
NewSOLSTICE ADVANCED MATLS INC COM SHS
Shares353
Event2026-03-31
Filed2026-04-22
TER
0.00%TERADYNE INC COM
Shares90
Event2026-03-31
Filed2026-04-22
STANLEY BLACK & DECKER INC COM
0.00%STANLEY BLACK & DECKER INC COM
Shares375
Event2026-03-31
Filed2026-04-22
DOV
0.00%DOVER CORP COM
Shares128
Event2026-03-31
Filed2026-04-22
GDX
NewVANECK GOLD MINERS ETF
Shares290
Event2026-03-31
Filed2026-04-22
XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF
0.00%XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF
Shares950
Event2026-03-31
Filed2026-04-22
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares279
Event2026-03-31
Filed2026-04-22
CACI
0.00%CACI INTL INC CL A
Shares48
Event2026-03-31
Filed2026-04-22
HCA
0.00%HCA HEALTHCARE INC COM
Shares54
Event2026-03-31
Filed2026-04-22
FI
0.00%FISERV INC COM
Shares455
Event2026-03-31
Filed2026-04-22
SNPS
0.00%SYNOPSYS INC COM
Shares64
Event2026-03-31
Filed2026-04-22
NXJ
0.00%NUVEEN NEW JERSEY COM
Shares2.1K
Event2026-03-31
Filed2026-04-22
IYF
0.00%ISHARES U.S. FINANCIALS ETF
Shares215
Event2026-03-31
Filed2026-04-22
MDYV
-10.91%STATE STREET SPDR S&P 400 MID CAP VALUE ETF
Shares294
Event2026-03-31
Filed2026-04-22
LEA
0.00%LEAR CORP COM NEW
Shares205
Event2026-03-31
Filed2026-04-22
PPG
0.00%PPG INDS INC COM
Shares232
Event2026-03-31
Filed2026-04-22
VEU
0.00%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares325
Event2026-03-31
Filed2026-04-22
ITOT
0.00%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares171
Event2026-03-31
Filed2026-04-22
AJG
0.00%GALLAGHER ARTHUR J & CO COM
Shares112
Event2026-03-31
Filed2026-04-22
ALPS O'SHARES U.S. QUALITY DIVIDEND ETF
0.00%ALPS O'SHARES U.S. QUALITY DIVIDEND ETF
Shares424
Event2026-03-31
Filed2026-04-22
KOMP
0.00%STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
Shares400
Event2026-03-31
Filed2026-04-22
STLD
0.00%STEEL DYNAMICS INC COM
Shares129
Event2026-03-31
Filed2026-04-22
CMG
-6.45%CHIPOTLE MEXICAN GRILL INC COM
Shares725
Event2026-03-31
Filed2026-04-22
HLT
0.00%HILTON WORLDWIDE HLDGS INC COM
Shares76
Event2026-03-31
Filed2026-04-22
MLPX
0.00%GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
Shares310
Event2026-03-31
Filed2026-04-22
ICE
0.00%INTERCONTINENTAL EXCHANGE INC COM
Shares143
Event2026-03-31
Filed2026-04-22
CL
-13.20%COLGATE PALMOLIVE CO COM
Shares263
Event2026-03-31
Filed2026-04-22
ADSK
-16.96%AUTODESK INC COM
Shares93
Event2026-03-31
Filed2026-04-22
DHR
0.00%DANAHER CORP DEL COM
Shares117
Event2026-03-31
Filed2026-04-22
USAI
0.00%PACER AMERICAN ENERGY INFRASTRUCTURE ETF
Shares470
Event2026-03-31
Filed2026-04-22
DGRW
0.00%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares250
Event2026-03-31
Filed2026-04-22
CIEN
0.00%CIENA CORP COM NEW
Shares56
Event2026-03-31
Filed2026-04-22
GEM
0.00%GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
Shares497
Event2026-03-31
Filed2026-04-22
EXC
0.00%EXELON CORP COM
Shares438
Event2026-03-31
Filed2026-04-22
FCX
0.00%FREEPORT MCMORAN INC CL B
Shares365
Event2026-03-31
Filed2026-04-22
SAP
0.00%SAP SE SPON ADR
Shares125
Event2026-03-31
Filed2026-04-22
ET
-40.54%ENERGY TRANSFER L P COM UT LTD PTN
Shares1.1K
Event2026-03-31
Filed2026-04-22
MSCI
0.00%MSCI INC COM
Shares38
Event2026-03-31
Filed2026-04-22
OWL
-67.16%BLUE OWL CAPITAL INC COM CL A
Shares2.3K
Event2026-03-31
Filed2026-04-22
BXP
0.50%BXP INC COM
Shares399
Event2026-03-31
Filed2026-04-22
CSQ
0.00%CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
Shares1.2K
Event2026-03-31
Filed2026-04-22
NTRS
0.00%NORTHERN TR CORP COM
Shares146
Event2026-03-31
Filed2026-04-22
AVA
1.20%AVISTA CORP COM
Shares506
Event2026-03-31
Filed2026-04-22
FANG
36.49%DIAMONDBACK ENERGY INC COM
Shares101
Event2026-03-31
Filed2026-04-22
KMB
-70.00%KIMBERLY-CLARK CORP COM
Shares207
Event2026-03-31
Filed2026-04-22
UBER
12.60%UBER TECHNOLOGIES INC COM
Shares277
Event2026-03-31
Filed2026-04-22
PANW
0.00%PALO ALTO NETWORKS INC COM
Shares124
Event2026-03-31
Filed2026-04-22
TROW
0.00%PRICE T ROWE GROUP INC COM
Shares219
Event2026-03-31
Filed2026-04-22
NULV
-22.80%NUVEEN ESG LARGE-CAP VALUE ETF
Shares430
Event2026-03-31
Filed2026-04-22
PPL
0.79%PPL CORP COM
Shares512
Event2026-03-31
Filed2026-04-22
HYGH
0.00%ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF
Shares225
Event2026-03-31
Filed2026-04-22
STM
0.00%STMICROELECTRONICS N V NY REGISTRY
Shares550
Event2026-03-31
Filed2026-04-22
TRC
0.00%TEJON RANCH CO COM
Shares1.0K
Event2026-03-31
Filed2026-04-22
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares123
Event2026-03-31
Filed2026-04-22
PZZA
0.00%PAPA JOHNS INTL INC COM
Shares575
Event2026-03-31
Filed2026-04-22
G
0.00%GENPACT LIMITED SHS
Shares500
Event2026-03-31
Filed2026-04-22
BSX
0.00%BOSTON SCIENTIFIC CORP COM
Shares294
Event2026-03-31
Filed2026-04-22
TRNS
0.00%TRANSCAT INC COM
Shares250
Event2026-03-31
Filed2026-04-22
AKRE FOCUS ETF
0.00%AKRE FOCUS ETF
Shares340
Event2026-03-31
Filed2026-04-22
TT
0.00%TRANE TECHNOLOGIES PLC SHS
Shares43
Event2026-03-31
Filed2026-04-22
EIPI
-55.87%FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
Shares790
Event2026-03-31
Filed2026-04-22
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available