Sponsored
The Analysis of Principle Wealth Partners LLC's Holdings & P&L
Currently, Principle Wealth Partners LLC holds 380 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in IDVO (+298.2K shares, valued at $12.1M), BKDV (+161.4K shares, valued at $4.8M), XLG (+86.0K shares, valued at $4.7M); decreased their positions in SPGP (-12.3K shares, valued at $1.3M), AAPL (-5.2K shares, valued at $1.3M), SMTH (-34.4K shares, valued at $885.3K); initiated new positions in SBND (+73.1K shares, valued at $1.4M), NDAQ (+7.1K shares, valued at $602.0K), PEG (+6.4K shares, valued at $516.9K).
1M P&L
+73.8M+4.26%
3M P&L
-442.2M-19.66%
HY P&L
-376.4M-17.24%
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/A735.9M
45.4%
2Banks - Diversified114.3M
7.1%
3Consumer Electronics93.1M
5.7%
Top Industries by Stock Count
1N/A132 stocks
38.0%
2Utilities - Regulated Electric10 stocks
2.9%
3Drug Manufacturers - General9 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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XLG
3.48%INVESCO EXCHANGE TRADED FD T
Shares2.6M
Event2026-03-31
Filed2026-05-07
BKDV
4.24%BNY MELLON ETF TRUST II
Shares4.0M
Event2026-03-31
Filed2026-05-07
JPM
-0.09%JPMORGAN CHASE & CO
Shares357.8K
Event2026-03-31
Filed2026-05-07
AAPL
-1.40%APPLE INC
Shares366.7K
Event2026-03-31
Filed2026-05-07
VUG
0.31%VANGUARD INDEX FDS
Shares122.8K
Event2026-03-31
Filed2026-05-07
NVDA
0.94%NVIDIA CORPORATION
Shares283.8K
Event2026-03-31
Filed2026-05-07
VIG
-1.65%VANGUARD SPECIALIZED FUNDS
Shares227.9K
Event2026-03-31
Filed2026-05-07
MSFT
1.50%MICROSOFT CORP
Shares114.7K
Event2026-03-31
Filed2026-05-07
AMZN
1.99%AMAZON COM INC
Shares167.6K
Event2026-03-31
Filed2026-05-07
JNJ
-0.06%JOHNSON & JOHNSON
Shares113.1K
Event2026-03-31
Filed2026-05-07
VTI
-2.78%VANGUARD INDEX FDS
Shares84.9K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
-1.15%ALPHABET INC
Shares94.3K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
-2.53%ALPHABET INC
Shares92.7K
Event2026-03-31
Filed2026-05-07
VOOG
8.64%VANGUARD ADMIRAL FDS INC
Shares62.8K
Event2026-03-31
Filed2026-05-07
RTX
-0.60%RTX CORPORATION
Shares118.0K
Event2026-03-31
Filed2026-05-07
SMH
-3.16%VANECK ETF TRUST
Shares56.8K
Event2026-03-31
Filed2026-05-07
MCD
-0.09%MCDONALDS CORP
Shares68.8K
Event2026-03-31
Filed2026-05-07
SCHD
-0.59%SCHWAB STRATEGIC TR
Shares644.8K
Event2026-03-31
Filed2026-05-07
SMTH
-4.83%ALPS ETF TR
Shares676.6K
Event2026-03-31
Filed2026-05-07
IDVO
242.11%AMPLIFY ETF TR
Shares421.3K
Event2026-03-31
Filed2026-05-07
VYM
-4.53%VANGUARD WHITEHALL FDS
Shares113.6K
Event2026-03-31
Filed2026-05-07
XOM
-1.80%EXXON MOBIL CORP
Shares96.8K
Event2026-03-31
Filed2026-05-07
GS
-1.58%GOLDMAN SACHS GROUP INC
Shares18.4K
Event2026-03-31
Filed2026-05-07
CSCO
-0.24%CISCO SYS INC
Shares192.6K
Event2026-03-31
Filed2026-05-07
CAT
-3.14%CATERPILLAR INC
Shares21.1K
Event2026-03-31
Filed2026-05-07
IBM
0.21%INTERNATIONAL BUSINESS MACHS
Shares59.1K
Event2026-03-31
Filed2026-05-07
HD
-1.23%HOME DEPOT INC
Shares42.3K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
0.11%BERKSHIRE HATHAWAY INC DEL
Shares27.4K
Event2026-03-31
Filed2026-05-07
META
12.35%META PLATFORMS INC
Shares22.1K
Event2026-03-31
Filed2026-05-07
TCAF
2.61%T ROWE PRICE ETF INC
Shares351.6K
Event2026-03-31
Filed2026-05-07
VGT
2.96%VANGUARD WORLD FD
Shares17.4K
Event2026-03-31
Filed2026-05-07
V
-2.40%VISA INC
Shares38.2K
Event2026-03-31
Filed2026-05-07
JMST
0.34%J P MORGAN EXCHANGE TRADED F
Shares223.7K
Event2026-03-31
Filed2026-05-07
SPY
-5.16%STATE STR SPDR S&P 500 ETF T
Shares17.5K
Event2026-03-31
Filed2026-05-07
LLY
-3.95%ELI LILLY & CO
Shares12.2K
Event2026-03-31
Filed2026-05-07
AMGN
-0.76%AMGEN INC
Shares31.5K
Event2026-03-31
Filed2026-05-07
CVX
-0.20%CHEVRON CORPORATION
Shares52.8K
Event2026-03-31
Filed2026-05-07
PG
-0.16%PROCTER & GAMBLE CO
Shares74.1K
Event2026-03-31
Filed2026-05-07
FMHI
-2.32%FIRST TR EXCH TRADED FD III
Shares224.8K
Event2026-03-31
Filed2026-05-07
SO
-0.64%SOUTHERN CO
Shares99.9K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
-2.69%MERCK & CO INC
Shares80.1K
Event2026-03-31
Filed2026-05-07
TSLA
1.05%TESLA INC
Shares24.3K
Event2026-03-31
Filed2026-05-07
GENERAL DYNAMICS CORP
-2.46%GENERAL DYNAMICS CORP
Shares26.1K
Event2026-03-31
Filed2026-05-07
VO
-3.58%VANGUARD INDEX FDS
Shares30.3K
Event2026-03-31
Filed2026-05-07
CMI
-2.02%CUMMINS INC
Shares16.0K
Event2026-03-31
Filed2026-05-07
ORCL
1.51%ORACLE CORP
Shares58.6K
Event2026-03-31
Filed2026-05-07
JEPQ
4.70%J P MORGAN EXCHANGE TRADED F
Shares151.9K
Event2026-03-31
Filed2026-05-07
IGV
9.93%ISHARES TR
Shares104.5K
Event2026-03-31
Filed2026-05-07
KO
0.25%COCA COLA CO
Shares108.0K
Event2026-03-31
Filed2026-05-07
PWRD
72.64%TCW ETF TRUST
Shares82.8K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
-3.55%INVESCO QQQ TR
Shares12.7K
Event2026-03-31
Filed2026-05-07
UNH
51.97%UNITEDHEALTH GROUP INC
Shares26.9K
Event2026-03-31
Filed2026-05-07
ABBV
0.31%ABBVIE INC
Shares33.1K
Event2026-03-31
Filed2026-05-07
MMM
0.42%3M CO
Shares45.5K
Event2026-03-31
Filed2026-05-07
DVY
-1.04%ISHARES TR
Shares42.5K
Event2026-03-31
Filed2026-05-07
XMMO
13.78%INVESCO EXCHANGE TRADED FD T
Shares44.1K
Event2026-03-31
Filed2026-05-07
COST
-0.72%COSTCO WHOLESALE CORPORATION
Shares6.2K
Event2026-03-31
Filed2026-05-07
OFLX
0.00%OMEGA FLEX INC
Shares192.3K
Event2026-03-31
Filed2026-05-07
XMHQ
-3.03%INVESCO EXCHANGE TRADED FD T
Shares57.2K
Event2026-03-31
Filed2026-05-07
BAC
0.99%BANK AMERICA CORP
Shares121.2K
Event2026-03-31
Filed2026-05-07
PM
-0.08%PHILIP MORRIS INTL INC
Shares35.0K
Event2026-03-31
Filed2026-05-07
ITA
-1.52%ISHARES TR
Shares25.9K
Event2026-03-31
Filed2026-05-07
BLACKROCK INC
0.75%BLACKROCK INC
Shares5.8K
Event2026-03-31
Filed2026-05-07
WM
-3.61%WASTE MGMT INC DEL
Shares24.0K
Event2026-03-31
Filed2026-05-07
JEPI
1.94%J P MORGAN EXCHANGE TRADED F
Shares97.1K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
-0.38%DUKE ENERGY CORP NEW
Shares41.5K
Event2026-03-31
Filed2026-05-07
ALL
0.00%ALLSTATE CORP
Shares25.1K
Event2026-03-31
Filed2026-05-07
EMR
-0.45%EMERSON ELEC CO
Shares39.0K
Event2026-03-31
Filed2026-05-07
ASML
-0.13%ASML HLDG NV
Shares3.7K
Event2026-03-31
Filed2026-05-07
PNC
0.30%PNC FINL SVCS GROUP INC
Shares23.7K
Event2026-03-31
Filed2026-05-07
IPKW
56.07%INVESCO EXCH TRADED FD TR II
Shares87.6K
Event2026-03-31
Filed2026-05-07
KMB
13.96%KIMBERLY-CLARK CORP
Shares50.7K
Event2026-03-31
Filed2026-05-07
MGV
-2.98%VANGUARD WORLD FD
Shares33.1K
Event2026-03-31
Filed2026-05-07
COP
-2.77%CONOCOPHILLIPS
Shares36.3K
Event2026-03-31
Filed2026-05-07
PSX
0.09%PHILLIPS 66
Shares26.2K
Event2026-03-31
Filed2026-05-07
TRV
-0.40%TRAVELERS COMPANIES INC
Shares15.9K
Event2026-03-31
Filed2026-05-07
PFE
3.96%PFIZER INC
Shares163.4K
Event2026-03-31
Filed2026-05-07
LMT
0.15%LOCKHEED MARTIN CORP
Shares7.6K
Event2026-03-31
Filed2026-05-07
PANW
1.80%PALO ALTO NETWORKS INC
Shares27.8K
Event2026-03-31
Filed2026-05-07
AEP
0.09%AMERICAN ELEC PWR CO INC
Shares33.3K
Event2026-03-31
Filed2026-05-07
PLTR
31.60%PALANTIR TECHNOLOGIES INC
Shares29.8K
Event2026-03-31
Filed2026-05-07
WMT
-0.68%WALMART INC
Shares34.9K
Event2026-03-31
Filed2026-05-07
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares6
Event2026-03-31
Filed2026-05-07
QCOM
-10.49%QUALCOMM INC
Shares33.1K
Event2026-03-31
Filed2026-05-07
PRU
1.98%PRUDENTIAL FINL INC
Shares43.5K
Event2026-03-31
Filed2026-05-07
VTV
10.48%VANGUARD INDEX FDS
Shares20.6K
Event2026-03-31
Filed2026-05-07
LVHI
2.38%LEGG MASON ETF INVT
Shares96.2K
Event2026-03-31
Filed2026-05-07
PEP
1.16%PEPSICO INC
Shares25.0K
Event2026-03-31
Filed2026-05-07
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares8.9K
Event2026-03-31
Filed2026-05-07
BA
-0.30%BOEING CO
Shares19.4K
Event2026-03-31
Filed2026-05-07
D
4.61%DOMINION ENERGY INC
Shares62.5K
Event2026-03-31
Filed2026-05-07
VXUS
0.21%VANGUARD STAR FDS
Shares49.7K
Event2026-03-31
Filed2026-05-07
ODFL
-8.85%OLD DOMINION FREIGHT LINE IN
Shares19.5K
Event2026-03-31
Filed2026-05-07
NFLX
2.70%NETFLIX INC.
Shares39.5K
Event2026-03-31
Filed2026-05-07
FDVV
-12.68%FIDELITY COVINGTON TRUST
Shares68.1K
Event2026-03-31
Filed2026-05-07
HON
2.06%HONEYWELL INTL INC
Shares16.5K
Event2026-03-31
Filed2026-05-07
NEE
-1.41%NEXTERA ENERGY INC
Shares39.4K
Event2026-03-31
Filed2026-05-07
SPGP
-27.07%INVESCO EXCHANGE TRADED FD T
Shares33.1K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
-0.32%VANGUARD INDEX FDS
Shares5.8K
Event2026-03-31
Filed2026-05-07
TXN
0.06%TEXAS INSTRS INC
Shares16.6K
Event2026-03-31
Filed2026-05-07
LOW
-0.81%LOWES COS INC
Shares13.5K
Event2026-03-31
Filed2026-05-07
SDY
-1.69%SPDR SERIES TRUST
Shares20.9K
Event2026-03-31
Filed2026-05-07
RAAX
96.74%VANECK ETF TRUST
Shares74.9K
Event2026-03-31
Filed2026-05-07
TFC
3.96%TRUIST FINL CORP
Shares65.8K
Event2026-03-31
Filed2026-05-07
NSC
-2.46%NORFOLK SOUTHN CORP
Shares10.5K
Event2026-03-31
Filed2026-05-07
MA
-0.54%MASTERCARD INCORPORATED
Shares5.8K
Event2026-03-31
Filed2026-05-07
XLV
-4.58%SELECT SECTOR SPDR TR
Shares19.6K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
7.40%GE AEROSPACE
Shares10.0K
Event2026-03-31
Filed2026-05-07
GWW
-8.30%WW GRAINGER INC
Shares2.5K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
-19.93%BLACKSTONE INC
Shares23.9K
Event2026-03-31
Filed2026-05-07
PH
0.00%PARKER-HANNIFIN CORP
Shares3.0K
Event2026-03-31
Filed2026-05-07
AXP
-1.17%AMERICAN EXPRESS CO
Shares8.5K
Event2026-03-31
Filed2026-05-07
XLK
-0.99%SELECT SECTOR SPDR TR
Shares19.2K
Event2026-03-31
Filed2026-05-07
VB
-0.37%VANGUARD INDEX FDS
Shares9.6K
Event2026-03-31
Filed2026-05-07
TJX
-4.23%TJX COS INC NEW
Shares15.8K
Event2026-03-31
Filed2026-05-07
EXC
0.15%EXELON CORP
Shares51.4K
Event2026-03-31
Filed2026-05-07
GLD
21.59%SPDR GOLD TR
Shares5.4K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
-3.02%EATON CORP PLC
Shares6.4K
Event2026-03-31
Filed2026-05-07
DIS
-1.45%DISNEY WALT CO
Shares23.3K
Event2026-03-31
Filed2026-05-07
ADP
0.80%AUTOMATIC DATA PROCESSING IN
Shares11.0K
Event2026-03-31
Filed2026-05-07
TSM
4.64%TAIWAN SEMICONDUCTOR MANUFAC
Shares6.5K
Event2026-03-31
Filed2026-05-07
VST
1.38%VISTRA CORP
Shares14.7K
Event2026-03-31
Filed2026-05-07
GEV
6.92%GE VERNOVA INC
Shares2.5K
Event2026-03-31
Filed2026-05-07
IYW
0.00%ISHARES TR
Shares11.5K
Event2026-03-31
Filed2026-05-07
VZ
1.25%VERIZON COMMUNICATIONS INC
Shares41.2K
Event2026-03-31
Filed2026-05-07
TPL
0.02%TEXAS PACIFIC LAND CORPORATI
Shares4.3K
Event2026-03-31
Filed2026-05-07
MS
4.18%MORGAN STANLEY
Shares12.3K
Event2026-03-31
Filed2026-05-07
DIVO
8.02%AMPLIFY ETF TR
Shares44.9K
Event2026-03-31
Filed2026-05-07
JMUB
0.00%J P MORGAN EXCHANGE TRADED F
Shares40.2K
Event2026-03-31
Filed2026-05-07
BK
0.27%BANK NEW YORK MELLON CORP
Shares16.8K
Event2026-03-31
Filed2026-05-07
CRWD
243.46%CROWDSTRIKE HLDGS INC
Shares4.9K
Event2026-03-31
Filed2026-05-07
VHT
-6.31%VANGUARD WORLD FD
Shares6.6K
Event2026-03-31
Filed2026-05-07
USB
-1.44%US BANCORP
Shares34.2K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
8.00%BROADCOM INC
Shares5.7K
Event2026-03-31
Filed2026-05-07
CRWV
79.75%COREWEAVE INC
Shares22.7K
Event2026-03-31
Filed2026-05-07
THE CIGNA GROUP
0.19%THE CIGNA GROUP
Shares6.3K
Event2026-03-31
Filed2026-05-07
TMO
-6.05%THERMO FISHER SCIENTIFIC INC
Shares3.4K
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TR
0.41%ISHARES GOLD TR
Shares18.6K
Event2026-03-31
Filed2026-05-07
NOW
33.00%SERVICENOW INC
Shares15.6K
Event2026-03-31
Filed2026-05-07
ISRG
-6.66%INTUITIVE SURGICAL INC
Shares3.5K
Event2026-03-31
Filed2026-05-07
ITW
0.66%ILLINOIS TOOL WKS INC
Shares6.1K
Event2026-03-31
Filed2026-05-07
VYMI
0.00%VANGUARD WHITEHALL FDS
Shares16.6K
Event2026-03-31
Filed2026-05-07
IJR
-2.09%ISHARES TR
Shares12.6K
Event2026-03-31
Filed2026-05-07
FBTC
9.34%FIDELITY WISE ORIGIN BITCOIN
Shares25.3K
Event2026-03-31
Filed2026-05-07
CVS
0.00%CVS HEALTH CORP
Shares20.7K
Event2026-03-31
Filed2026-05-07
NOC
-3.77%NORTHROP GRUMMAN CORP
Shares2.2K
Event2026-03-31
Filed2026-05-07
UNP
-0.81%UNION PAC CORP
Shares6.0K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares30.6K
Event2026-03-31
Filed2026-05-07
CARR
-0.39%CARRIER GLOBAL CORPORATION
Shares25.4K
Event2026-03-31
Filed2026-05-07
MKL
0.00%MARKEL GROUP INC
Shares737
Event2026-03-31
Filed2026-05-07
XLI
-0.36%SELECT SECTOR SPDR TR
Shares8.7K
Event2026-03-31
Filed2026-05-07
IVV
1.59%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-07
SBND
NewCOLUMBIA ETF TR I
Shares73.1K
Event2026-03-31
Filed2026-05-07
AMD
8.65%ADVANCED MICRO DEVICES INC
Shares6.7K
Event2026-03-31
Filed2026-05-07
VT
2.41%VANGUARD INTL EQUITY INDEX F
Shares9.3K
Event2026-03-31
Filed2026-05-07
ES
3.59%EVERSOURCE ENERGY
Shares18.2K
Event2026-03-31
Filed2026-05-07
MTB
-0.77%M & T BK CORP
Shares6.1K
Event2026-03-31
Filed2026-05-07
JPST
45.15%J P MORGAN EXCHANGE TRADED F
Shares24.6K
Event2026-03-31
Filed2026-05-07
WFC
1.82%WELLS FARGO & CO
Shares15.0K
Event2026-03-31
Filed2026-05-07
T
11.60%AT&T INC
Shares40.9K
Event2026-03-31
Filed2026-05-07
VOT
0.00%VANGUARD INDEX FDS
Shares4.6K
Event2026-03-31
Filed2026-05-07
CB
0.52%CHUBB LTD SWITZ
Shares3.5K
Event2026-03-31
Filed2026-05-07
IJH
0.00%ISHARES TR
Shares16.6K
Event2026-03-31
Filed2026-05-07
VFH
0.00%VANGUARD WORLD FD
Shares9.3K
Event2026-03-31
Filed2026-05-07
IWF
16.11%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-07
DON
0.00%WISDOMTREE TR
Shares21.0K
Event2026-03-31
Filed2026-05-07
WPM
0.00%WHEATON PRECIOUS METALS CORP
Shares8.3K
Event2026-03-31
Filed2026-05-07
AFL
-13.42%AFLAC INC
Shares9.5K
Event2026-03-31
Filed2026-05-07
INVESCO EXCH TRADED FD TR II
0.01%INVESCO EXCH TRADED FD TR II
Shares14.1K
Event2026-03-31
Filed2026-05-07
CRM
-41.82%SALESFORCE INC
Shares5.5K
Event2026-03-31
Filed2026-05-07
MOAT
0.00%VANECK ETF TRUST
Shares10.4K
Event2026-03-31
Filed2026-05-07
CTVA
0.00%CORTEVA INC
Shares11.9K
Event2026-03-31
Filed2026-05-07
MO
3.23%ALTRIA GROUP INC
Shares14.7K
Event2026-03-31
Filed2026-05-07
XLE
0.00%SELECT SECTOR SPDR TR
Shares15.5K
Event2026-03-31
Filed2026-05-07
OR ROYALTIES INC.
0.00%OR ROYALTIES INC.
Shares24.5K
Event2026-03-31
Filed2026-05-07
CGGE
-5.39%CAPITAL GROUP GLOBAL EQUITY
Shares30.4K
Event2026-03-31
Filed2026-05-07
SOXX
0.00%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-05-07
AMAT
0.00%APPLIED MATLS INC
Shares2.6K
Event2026-03-31
Filed2026-05-07
ABT
-1.33%ABBOTT LABORATORIES
Shares8.4K
Event2026-03-31
Filed2026-05-07
PID
0.00%INVESCO EXCHANGE TRADED FD T
Shares38.3K
Event2026-03-31
Filed2026-05-07
DHR
-10.24%DANAHER CORP DEL
Shares4.5K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
48.78%INVESCO EXCHANGE TRADED FD T
Shares4.4K
Event2026-03-31
Filed2026-05-07
FULT
-3.07%FULTON FINL CORP PA
Shares41.1K
Event2026-03-31
Filed2026-05-07
LINDE PLC
0.78%LINDE PLC
Shares1.7K
Event2026-03-31
Filed2026-05-07
DSI
0.00%ISHARES TR
Shares6.9K
Event2026-03-31
Filed2026-05-07
SBUX
-1.01%STARBUCKS CORP
Shares9.2K
Event2026-03-31
Filed2026-05-07
OTIS
-4.30%OTIS WORLDWIDE CORP
Shares10.7K
Event2026-03-31
Filed2026-05-07
TROW
0.00%PRICE T ROWE GROUP INC
Shares9.0K
Event2026-03-31
Filed2026-05-07
IBB
0.00%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-07
ENB
-0.21%ENBRIDGE INC
Shares14.9K
Event2026-03-31
Filed2026-05-07
ZTS
0.00%ZOETIS INC
Shares6.7K
Event2026-03-31
Filed2026-05-07
BAC-PL
1.55%BANK AMERICA CORP
Shares657
Event2026-03-31
Filed2026-05-07
SYK
-1.22%STRYKER CORPORATION
Shares2.3K
Event2026-03-31
Filed2026-05-07
BMY
0.00%BRISTOL-MYERS SQUIBB CO
Shares12.5K
Event2026-03-31
Filed2026-05-07
CME
0.00%CME GROUP INC
Shares2.6K
Event2026-03-31
Filed2026-05-07
INTC
0.98%INTEL CORP
Shares17.1K
Event2026-03-31
Filed2026-05-07
IJT
8.75%ISHARES TR
Shares5.2K
Event2026-03-31
Filed2026-05-07
DGRO
0.07%ISHARES TR
Shares10.7K
Event2026-03-31
Filed2026-05-07
ELV
2.24%ELEVANCE HEALTH INC FORMERLY
Shares2.6K
Event2026-03-31
Filed2026-05-07
NVS
-0.58%NOVARTIS AG
Shares4.8K
Event2026-03-31
Filed2026-05-07
APD
-0.57%AIR PRODUCTS AND CHEMICALS I
Shares2.4K
Event2026-03-31
Filed2026-05-07
SHEL
-4.50%SHELL PLC
Shares7.6K
Event2026-03-31
Filed2026-05-07
ARW
0.00%ARROW ELECTRS INC
Shares4.9K
Event2026-03-31
Filed2026-05-07
SPYG
0.00%SPDR SERIES TRUST
Shares7.2K
Event2026-03-31
Filed2026-05-07
IWM
2.17%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-05-07
VDC
2.97%VANGUARD WORLD FD
Shares3.1K
Event2026-03-31
Filed2026-05-07
HOOD
202.99%ROBINHOOD MKTS INC
Shares9.9K
Event2026-03-31
Filed2026-05-07
DE
-10.41%DEERE & CO
Shares1.2K
Event2026-03-31
Filed2026-05-07
ADI
-1.57%ANALOG DEVICES INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
VDE
-26.20%VANGUARD WORLD FD
Shares3.9K
Event2026-03-31
Filed2026-05-07
MSTR
9.03%STRATEGY INC
Shares5.2K
Event2026-03-31
Filed2026-05-07
CL
-2.68%COLGATE PALMOLIVE CO
Shares7.6K
Event2026-03-31
Filed2026-05-07
R
0.00%RYDER SYS INC
Shares3.1K
Event2026-03-31
Filed2026-05-07
FSMB
31.00%FIRST TR EXCH TRADED FD III
Shares31.5K
Event2026-03-31
Filed2026-05-07
XLF
-3.91%SELECT SECTOR SPDR TR
Shares12.7K
Event2026-03-31
Filed2026-05-07
ED
0.07%CONSOLIDATED EDISON INC
Shares5.5K
Event2026-03-31
Filed2026-05-07
PLD
1.88%PROLOGIS INC.
Shares4.7K
Event2026-03-31
Filed2026-05-07
GM
0.01%GENERAL MTRS CO
Shares8.2K
Event2026-03-31
Filed2026-05-07
NDAQ
NewNASDAQ INC
Shares7.1K
Event2026-03-31
Filed2026-05-07
IVW
0.00%ISHARES TR
Shares5.3K
Event2026-03-31
Filed2026-05-07
IWS
0.00%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-05-07
IWP
0.00%ISHARES TR
Shares4.7K
Event2026-03-31
Filed2026-05-07
EPD
37.96%ENTERPRISE PRODS PARTNERS L
Shares15.7K
Event2026-03-31
Filed2026-05-07
VOE
0.00%VANGUARD INDEX FDS
Shares3.2K
Event2026-03-31
Filed2026-05-07
SCHW
0.00%SCHWAB CHARLES CORP
Shares6.3K
Event2026-03-31
Filed2026-05-07
O
-4.08%REALTY INCOME CORP
Shares9.5K
Event2026-03-31
Filed2026-05-07
TE CONNECTIVITY PLC
0.00%TE CONNECTIVITY PLC
Shares2.7K
Event2026-03-31
Filed2026-05-07
ADBE
19.35%ADOBE INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
DOW
0.00%DOW HLDGS INC
Shares13.0K
Event2026-03-31
Filed2026-05-07
SPGI
0.32%S&P GLOBAL INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
DELL
0.00%DELL TECHNOLOGIES INC
Shares3.3K
Event2026-03-31
Filed2026-05-07
PDP
0.00%INVESCO EXCHANGE TRADED FD T
Shares4.4K
Event2026-03-31
Filed2026-05-07
UPS
-1.82%UNITED PARCEL SVCS INC
Shares5.4K
Event2026-03-31
Filed2026-05-07
NOBL
0.00%PROSHARES TR
Shares4.9K
Event2026-03-31
Filed2026-05-07
JAAA
-15.96%JANUS DETROIT STR TR
Shares10.3K
Event2026-03-31
Filed2026-05-07
INTU
-15.53%INTUIT
Shares1.2K
Event2026-03-31
Filed2026-05-07
PEG
NewPUBLIC SVC ENTERPRISE GROUP
Shares6.4K
Event2026-03-31
Filed2026-05-07
FPE
0.00%FIRST TR EXCH TRADED FD III
Shares28.4K
Event2026-03-31
Filed2026-05-07
CHD
0.00%CHURCH & DWIGHT CO INC
Shares5.4K
Event2026-03-31
Filed2026-05-07
MDLZ
-8.78%MONDELEZ INTL INC
Shares8.7K
Event2026-03-31
Filed2026-05-07
MGK
0.15%VANGUARD WORLD FD
Shares1.3K
Event2026-03-31
Filed2026-05-07
PJT
0.26%PJT PARTNERS INC
Shares3.5K
Event2026-03-31
Filed2026-05-07
CLX
84.05%CLOROX CO DEL
Shares4.7K
Event2026-03-31
Filed2026-05-07
ADM
0.00%ARCHER DANIELS MIDLAND CO
Shares6.6K
Event2026-03-31
Filed2026-05-07
IYR
0.00%ISHARES TR
Shares5.1K
Event2026-03-31
Filed2026-05-07
AMT
-0.90%AMERICAN TOWER CORP
Shares2.8K
Event2026-03-31
Filed2026-05-07
IBIT
16.94%ISHARES BITCOIN TRUST ETF
Shares12.4K
Event2026-03-31
Filed2026-05-07
ITOT
0.09%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-05-07
FSMD
3.18%FIDELITY COVINGTON TRUST
Shares10.4K
Event2026-03-31
Filed2026-05-07
KKR & CO INC
0.00%KKR & CO INC
Shares5.0K
Event2026-03-31
Filed2026-05-07
UNILEVER PLC
-4.15%UNILEVER PLC
Shares8.0K
Event2026-03-31
Filed2026-05-07
NVO
5.49%NOVO-NORDISK A S
Shares12.4K
Event2026-03-31
Filed2026-05-07
UBER
-30.06%UBER TECHNOLOGIES INC
Shares6.3K
Event2026-03-31
Filed2026-05-07
CWEN.A
-4.94%CLEARWAY ENERGY INC
Shares11.5K
Event2026-03-31
Filed2026-05-07
CEF
0.00%SPROTT ASSET MANAGEMENT LP
Shares9.4K
Event2026-03-31
Filed2026-05-07
SCHA
0.00%SCHWAB STRATEGIC TR
Shares15.5K
Event2026-03-31
Filed2026-05-07
MU
NewMICRON TECHNOLOGY INC
Shares1.3K
Event2026-03-31
Filed2026-05-07
GIS
0.00%GENERAL MILLS INC
Shares11.8K
Event2026-03-31
Filed2026-05-07
IEI
0.00%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-05-07
SPYD
2.28%SPDR SERIES TRUST
Shares9.5K
Event2026-03-31
Filed2026-05-07
IWY
0.00%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-07
PWR
-0.25%QUANTA SVCS INC
Shares785
Event2026-03-31
Filed2026-05-07
FVAL
0.00%FIDELITY COVINGTON TRUST
Shares6.2K
Event2026-03-31
Filed2026-05-07
KMI
10.21%KINDER MORGAN INC DEL
Shares12.7K
Event2026-03-31
Filed2026-05-07
MSA
-0.12%MSA SAFETY INC
Shares2.6K
Event2026-03-31
Filed2026-05-07
STANLEY BLACK & DECKER INC
-0.42%STANLEY BLACK & DECKER INC
Shares6.0K
Event2026-03-31
Filed2026-05-07
FTCS
0.00%FIRST TR EXCHANGE-TRADED FD
Shares4.6K
Event2026-03-31
Filed2026-05-07
PVAL
-10.32%PUTNAM ETF TRUST
Shares9.1K
Event2026-03-31
Filed2026-05-07
TT
-0.60%TRANE TECHNOLOGIES PLC
Shares1.0K
Event2026-03-31
Filed2026-05-07
HOLX
0.00%HOLOGIC INC
Shares5.5K
Event2026-03-31
Filed2026-05-07
ARKK
-0.40%ARK ETF TR
Shares6.1K
Event2026-03-31
Filed2026-05-07
ABNB
0.00%AIRBNB INC
Shares3.3K
Event2026-03-31
Filed2026-05-07
SMOT
-2.39%VANECK ETF TRUST
Shares11.6K
Event2026-03-31
Filed2026-05-07
NULG
0.00%NUSHARES ETF TR
Shares4.5K
Event2026-03-31
Filed2026-05-07
GRID
0.00%FIRST TR EXCHANGE-TRADED FD
Shares2.5K
Event2026-03-31
Filed2026-05-07
VBK
0.00%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-05-07
BKGI
NewBNY MELLON ETF TRUST
Shares9.0K
Event2026-03-31
Filed2026-05-07
CHDN
0.00%CHURCHILL DOWNS INC
Shares4.4K
Event2026-03-31
Filed2026-05-07
QNITY ELECTRONICS INC
-2.84%QNITY ELECTRONICS INC
Shares3.4K
Event2026-03-31
Filed2026-05-07
MELI
-13.96%MERCADOLIBRE INC
Shares228
Event2026-03-31
Filed2026-05-07
CBOE
-12.50%CBOE GLOBAL MKTS INC
Shares1.4K
Event2026-03-31
Filed2026-05-07
VV
0.08%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-05-07
HSY
0.00%HERSHEY CO
Shares1.9K
Event2026-03-31
Filed2026-05-07
WASH
0.00%WASHINGTON TR BANCORP INC
Shares11.5K
Event2026-03-31
Filed2026-05-07
MGM
0.00%MGM RESORTS INTERNATIONAL
Shares10.4K
Event2026-03-31
Filed2026-05-07
QQQM
10.93%INVESCO EXCH TRADED FD TR II
Shares1.6K
Event2026-03-31
Filed2026-05-07
JGLO
0.69%J P MORGAN EXCHANGE TRADED F
Shares5.8K
Event2026-03-31
Filed2026-05-07
XEL
3.07%XCEL ENERGY INC
Shares4.7K
Event2026-03-31
Filed2026-05-07
FDL
0.00%FIRST TR EXCHANGE-TRADED FD
Shares7.3K
Event2026-03-31
Filed2026-05-07
ESGV
0.00%VANGUARD WORLD FD
Shares3.2K
Event2026-03-31
Filed2026-05-07
QBTS
NewD-WAVE QUANTUM INC
Shares24.5K
Event2026-03-31
Filed2026-05-07
MCHPP
-0.72%MICROCHIP TECHNOLOGY INC.
Shares6.2K
Event2026-03-31
Filed2026-05-07
MET
2.05%METLIFE INC
Shares5.0K
Event2026-03-31
Filed2026-05-07
FAST
0.07%FASTENAL CO
Shares7.6K
Event2026-03-31
Filed2026-05-07
CG
0.00%CARLYLE GROUP INC
Shares7.1K
Event2026-03-31
Filed2026-05-07
CAE
0.00%CAE INC
Shares13.2K
Event2026-03-31
Filed2026-05-07
EOG
0.00%EOG RES INC
Shares2.3K
Event2026-03-31
Filed2026-05-07
GILD
-3.97%GILEAD SCIENCES INC
Shares2.4K
Event2026-03-31
Filed2026-05-07
IFF
0.00%INTERNATIONAL FLAVORS&FRAGRA
Shares4.6K
Event2026-03-31
Filed2026-05-07
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares2.9K
Event2026-03-31
Filed2026-05-07
IYH
0.00%ISHARES TR
Shares5.4K
Event2026-03-31
Filed2026-05-07
QUAL
0.00%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-07
HTGC
14.70%HERCULES CAPITAL INC
Shares22.2K
Event2026-03-31
Filed2026-05-07
IQV
0.00%IQVIA HLDGS INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
SBRA
0.00%SABRA HEALTH CARE REIT INC
Shares16.9K
Event2026-03-31
Filed2026-05-07
SNOW
NewSNOWFLAKE INC
Shares2.1K
Event2026-03-31
Filed2026-05-07
PFF
-25.41%ISHARES TR
Shares10.6K
Event2026-03-31
Filed2026-05-07
DUPONT DE NEMOURS INC
-2.84%DUPONT DE NEMOURS INC
Shares6.8K
Event2026-03-31
Filed2026-05-07
CWB
0.00%SPDR SERIES TRUST
Shares3.4K
Event2026-03-31
Filed2026-05-07
WMB
-41.92%WILLIAMS COS INC
Shares4.3K
Event2026-03-31
Filed2026-05-07
LAMR
1.87%LAMAR ADVERTISING CO
Shares2.5K
Event2026-03-31
Filed2026-05-07
IWD
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-07
BILS
0.00%SPDR SERIES TRUST
Shares3.1K
Event2026-03-31
Filed2026-05-07
VOOV
0.13%VANGUARD ADMIRAL FDS INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
YUM
2.94%YUM BRANDS INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
RDVY
0.00%FIRST TR EXCHANGE TRADED FD
Shares4.4K
Event2026-03-31
Filed2026-05-07
IWB
0.00%ISHARES TR
Shares837
Event2026-03-31
Filed2026-05-07
TGT
-0.61%TARGET CORP
Shares2.4K
Event2026-03-31
Filed2026-05-07
KLAC
11.24%KLA CORP
Shares198
Event2026-03-31
Filed2026-05-07
ACCENTURE PLC IRELAND
-11.21%ACCENTURE PLC IRELAND
Shares1.5K
Event2026-03-31
Filed2026-05-07
RJF
-0.25%RAYMOND JAMES FINL INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
PAYX
0.00%PAYCHEX INC
Shares3.1K
Event2026-03-31
Filed2026-05-07
IWV
-6.37%ISHARES TR
Shares764
Event2026-03-31
Filed2026-05-07
CITIGROUP INC
2.25%CITIGROUP INC
Shares2.5K
Event2026-03-31
Filed2026-05-07
PAGP
NewPLAINS GP HLDGS L P
Shares11.4K
Event2026-03-31
Filed2026-05-07
XAR
-1.00%SPDR SERIES TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares6.0K
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
-19.64%MEDTRONIC PLC
Shares3.1K
Event2026-03-31
Filed2026-05-07
HIG
-7.20%HARTFORD INSURANCE GROUP INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
VRSN
0.00%VERISIGN INC
Shares1.1K
Event2026-03-31
Filed2026-05-07
CTAS
-0.26%CINTAS CORP
Shares1.5K
Event2026-03-31
Filed2026-05-07
AJG
-0.50%GALLAGHER ARTHUR J & CO
Shares1.2K
Event2026-03-31
Filed2026-05-07
VGIT
NewVANGUARD SCOTTSDALE FDS
Shares4.3K
Event2026-03-31
Filed2026-05-07
ICE
5.98%INTERCONTINENTAL EXCHANGE IN
Shares1.6K
Event2026-03-31
Filed2026-05-07
SPYV
-6.16%SPDR SERIES TRUST
Shares4.4K
Event2026-03-31
Filed2026-05-07
COF
0.00%CAPITAL ONE FINL CORP
Shares1.4K
Event2026-03-31
Filed2026-05-07
HYG
4.89%ISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-07
NKE
0.20%NIKE INC
Shares4.6K
Event2026-03-31
Filed2026-05-07
KNTK
NewKINETIK HOLDINGS INC
Shares5.0K
Event2026-03-31
Filed2026-05-07
EZM
0.28%WISDOMTREE TR
Shares3.5K
Event2026-03-31
Filed2026-05-07
NYF
NewISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-07
KVUE
0.00%KENVUE INC
Shares13.7K
Event2026-03-31
Filed2026-05-07
MCO
0.93%MOODYS CORP
Shares540
Event2026-03-31
Filed2026-05-07
RHP
-10.09%RYMAN HOSPITALITY PPTYS INC
Shares2.5K
Event2026-03-31
Filed2026-05-07
QJUN
-16.67%FIRST TR EXCHNG TRADED FD VI
Shares7.5K
Event2026-03-31
Filed2026-05-07
PPA
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.4K
Event2026-03-31
Filed2026-05-07
FLNG
NewFLEX LNG LTD
Shares7.8K
Event2026-03-31
Filed2026-05-07
TOTALENERGIES SE
NewTOTALENERGIES SE
Shares2.5K
Event2026-03-31
Filed2026-05-07
BIP
NewBROOKFIELD INFRASTRUCTURE PA
Shares6.3K
Event2026-03-31
Filed2026-05-07
OHI
0.00%OMEGA HEALTHCARE INVS INC
Shares5.2K
Event2026-03-31
Filed2026-05-07
VICI
NewVICI PPTYS INC
Shares8.1K
Event2026-03-31
Filed2026-05-07
MPC
NewMARATHON PETE CORP
Shares902
Event2026-03-31
Filed2026-05-07
XLU
-13.61%SELECT SECTOR SPDR TR
Shares4.8K
Event2026-03-31
Filed2026-05-07
VUSB
0.00%VANGUARD BD INDEX FDS
Shares4.4K
Event2026-03-31
Filed2026-05-07
BWA
-38.46%BORGWARNER INC
Shares4.0K
Event2026-03-31
Filed2026-05-07
DFIC
NewDIMENSIONAL ETF TRUST
Shares6.1K
Event2026-03-31
Filed2026-05-07
BUD
-0.76%ANHEUSER BUSCH INBEV SA NV
Shares3.1K
Event2026-03-31
Filed2026-05-07
BN
0.00%BROOKFIELD CORP
Shares5.3K
Event2026-03-31
Filed2026-05-07
BSX
-0.96%BOSTON SCIENTIFIC CORP
Shares3.4K
Event2026-03-31
Filed2026-05-07
TMUS
0.00%T-MOBILE US INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
IWR
-14.59%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-07
TEX
NewTEREX CORP NEW
Shares3.6K
Event2026-03-31
Filed2026-05-07
TSLX
10.11%SIXTH STREET SPECIALTY LENDI
Shares11.3K
Event2026-03-31
Filed2026-05-07
PSTL
-0.53%POSTAL REALTY TRUST INC
Shares11.2K
Event2026-03-31
Filed2026-05-07
TIP
0.00%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-05-07
AEE
NewAMEREN CORP
Shares1.9K
Event2026-03-31
Filed2026-05-07
DIA
-18.52%STATE STR SPDR DOW JONES IND
Shares440
Event2026-03-31
Filed2026-05-07
CMCSA
-0.78%COMCAST CORP NEW
Shares7.1K
Event2026-03-31
Filed2026-05-07
AMCOR PLC
NewAMCOR PLC
Shares5.1K
Event2026-03-31
Filed2026-05-07
COLB
0.00%COLUMBIA BKG SYS INC
Shares7.3K
Event2026-03-31
Filed2026-05-07
BBY
NewBEST BUY INC
Shares3.1K
Event2026-03-31
Filed2026-05-07
AMBP
0.00%ARDAGH METAL PACKAGING S A
Shares44.1K
Event2026-03-31
Filed2026-05-07
ETV
0.00%EATON VANCE TAX-MANAGED BUY-
Shares12.8K
Event2026-03-31
Filed2026-05-07
CAG
0.00%CONAGRA BRANDS INC
Shares11.0K
Event2026-03-31
Filed2026-05-07
VTRS
0.00%VIATRIS INC
Shares12.2K
Event2026-03-31
Filed2026-05-07
WU
0.00%WESTERN UN CO
Shares17.5K
Event2026-03-31
Filed2026-05-07
ABTC
220.00%AMERICAN BITCOIN CORP.
Shares160.0K
Event2026-03-31
Filed2026-05-07
RQI
17.16%COHEN & STEERS QUALITY INCOM
Shares12.2K
Event2026-03-31
Filed2026-05-07
SMR
NewNUSCALE PWR CORP
Shares12.0K
Event2026-03-31
Filed2026-05-07
NMZ
0.00%NUVEEN MUN HIGH INCOME OPPOR
Shares11.0K
Event2026-03-31
Filed2026-05-07
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