The Analysis of Private Wealth Management Group, LLC's Holdings & P&L


Currently, Private Wealth Management Group, LLC holds 1426 types of securities in its portfolio with a total value $380.8M. In the most recent quarter, they have increased their positions in DFAU (+98.6K shares, valued at $4.4M), DFGX (+34.8K shares, valued at $1.8M), DFAI (+37.3K shares, valued at $1.5M); decreased their positions in DFSV (-32.9K shares, valued at $1.2M), DISV (-21.1K shares, valued at $832.7K), DFUS (-9.0K shares, valued at $637.5K); initiated new positions in BIL (+2.1K shares, valued at $190.2K), DIA (+100 shares, valued at $46.3K), KBWB (+500 shares, valued at $39.6K).


1M P&L
+7.7M+1.94%
3M P&L
+4.9M+1.24%
HY P&L
+32.0M+8.63%

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/A333.3M
89.0%
2Software - Infrastructure9.8M
2.6%
3Consumer Electronics8.0M
2.1%

Top Industries by Stock Count

1N/A156 stocks
11.7%
2Software - Application61 stocks
4.6%
3Banks - Regional56 stocks
4.2%
Stock Holdings
DFAC
DIMENSIONAL ETF TRUST
-0.15%
Shares933.1K
Event2026-03-31
Filed2026-04-23
DFGX
DIMENSIONAL ETF TRUST
5.96%
Shares619.3K
Event2026-03-31
Filed2026-04-23
DFAU
DIMENSIONAL ETF TRUST
17.18%
Shares672.5K
Event2026-03-31
Filed2026-04-23
VGIT
VANGUARD SCOTTSDALE FDS
5.05%
Shares400.0K
Event2026-03-31
Filed2026-04-23
DFIC
DIMENSIONAL ETF TRUST
-2.60%
Shares580.8K
Event2026-03-31
Filed2026-04-23
DFEM
DIMENSIONAL ETF TRUST
0.15%
Shares561.4K
Event2026-03-31
Filed2026-04-23
DFAI
DIMENSIONAL ETF TRUST
9.26%
Shares439.9K
Event2026-03-31
Filed2026-04-23
DFGR
DIMENSIONAL ETF TRUST
6.82%
Shares608.2K
Event2026-03-31
Filed2026-04-23
AVDV
AMERICAN CENTY ETF TR
-0.22%
Shares143.4K
Event2026-03-31
Filed2026-04-23
AVUV
AMERICAN CENTY ETF TR
5.35%
Shares120.9K
Event2026-03-31
Filed2026-04-23
DFUS
DIMENSIONAL ETF TRUST
-4.87%
Shares175.5K
Event2026-03-31
Filed2026-04-23
DFSV
DIMENSIONAL ETF TRUST
-8.88%
Shares337.9K
Event2026-03-31
Filed2026-04-23
MDYV
SPDR SERIES TRUST
-4.94%
Shares116.9K
Event2026-03-31
Filed2026-04-23
DISV
DIMENSIONAL ETF TRUST
-8.44%
Shares229.1K
Event2026-03-31
Filed2026-04-23
PLTR
PALANTIR TECHNOLOGIES INC
-0.22%
Shares55.5K
Event2026-03-31
Filed2026-04-23
AAPL
APPLE INC
1.69%
Shares31.4K
Event2026-03-31
Filed2026-04-23
MUB
ISHARES TR
-5.36%
Shares66.8K
Event2026-03-31
Filed2026-04-23
SUB
ISHARES TR
2.51%
Shares48.6K
Event2026-03-31
Filed2026-04-23
JMUB
J P MORGAN EXCHANGE TRADED F
5.07%
Shares98.2K
Event2026-03-31
Filed2026-04-23
DFAT
DIMENSIONAL ETF TRUST
-1.17%
Shares71.8K
Event2026-03-31
Filed2026-04-23
VTIP
VANGUARD MALVERN FDS
-5.32%
Shares67.1K
Event2026-03-31
Filed2026-04-23
IGIB
ISHARES TR
-2.78%
Shares51.3K
Event2026-03-31
Filed2026-04-23
JNJ
JOHNSON & JOHNSON
1.00%
Shares10.7K
Event2026-03-31
Filed2026-04-23
VEA
VANGUARD TAX-MANAGED FDS
-1.59%
Shares39.0K
Event2026-03-31
Filed2026-04-23
AVUS
AMERICAN CENTY ETF TR
0.00%
Shares20.8K
Event2026-03-31
Filed2026-04-23
AVDE
AMERICAN CENTY ETF TR
-0.93%
Shares25.5K
Event2026-03-31
Filed2026-04-23
AVEM
AMERICAN CENTY ETF TR
-3.21%
Shares26.0K
Event2026-03-31
Filed2026-04-23
ESGD
ISHARES TR
0.68%
Shares19.0K
Event2026-03-31
Filed2026-04-23
VTI
VANGUARD INDEX FDS
-21.21%
Shares4.8K
Event2026-03-31
Filed2026-04-23
IVE
ISHARES TR
0.00%
Shares7.2K
Event2026-03-31
Filed2026-04-23
PRINCETON BANCORP INC
PRINCETON BANCORP INC
-0.21%
Shares39.0K
Event2026-03-31
Filed2026-04-23
NULV
NUSHARES ETF TR
2.44%
Shares29.0K
Event2026-03-31
Filed2026-04-23
MSFT
MICROSOFT CORP
-9.22%
Shares3.5K
Event2026-03-31
Filed2026-04-23
BGRN
ISHARES TR
2.06%
Shares27.2K
Event2026-03-31
Filed2026-04-23
SUSC
ISHARES TR
2.53%
Shares52.1K
Event2026-03-31
Filed2026-04-23
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.56%
Shares2.5K
Event2026-03-31
Filed2026-04-23
NVDA
NVIDIA CORPORATION
-7.76%
Shares6.4K
Event2026-03-31
Filed2026-04-23
IVW
ISHARES TR
-9.10%
Shares9.6K
Event2026-03-31
Filed2026-04-23
SLQD
ISHARES TR
6.92%
Shares21.0K
Event2026-03-31
Filed2026-04-23
BND
VANGUARD BD INDEX FDS
0.00%
Shares14.1K
Event2026-03-31
Filed2026-04-23
SLYV
SPDR SERIES TRUST
-4.07%
Shares10.9K
Event2026-03-31
Filed2026-04-23
IJH
ISHARES TR
3.42%
Shares15.1K
Event2026-03-31
Filed2026-04-23
EFA
ISHARES TR
-0.26%
Shares9.7K
Event2026-03-31
Filed2026-04-23
STIP
ISHARES TR
0.82%
Shares8.9K
Event2026-03-31
Filed2026-04-23
ESGE
ISHARES INC
-1.46%
Shares17.4K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
1.20%
Shares2.5K
Event2026-03-31
Filed2026-04-23
VWO
VANGUARD INTL EQUITY INDEX F
-0.20%
Shares12.4K
Event2026-03-31
Filed2026-04-23
JPM
JPMORGAN CHASE & CO
25.61%
Shares2.2K
Event2026-03-31
Filed2026-04-23
XOM
EXXON MOBIL CORP
2.64%
Shares3.7K
Event2026-03-31
Filed2026-04-23
AMZN
AMAZON COM INC
4.72%
Shares2.9K
Event2026-03-31
Filed2026-04-23
SPY
STATE STR SPDR S&P 500 ETF T
4.65%
Shares901
Event2026-03-31
Filed2026-04-23
NULG
NUSHARES ETF TR
1.30%
Shares6.2K
Event2026-03-31
Filed2026-04-23
FNDF
SCHWAB STRATEGIC TR
-1.25%
Shares10.8K
Event2026-03-31
Filed2026-04-23
PG
PROCTER & GAMBLE CO
5.36%
Shares3.5K
Event2026-03-31
Filed2026-04-23
SUSB
ISHARES TR
1.72%
Shares20.0K
Event2026-03-31
Filed2026-04-23
BROADCOM INC
BROADCOM INC
0.39%
Shares1.6K
Event2026-03-31
Filed2026-04-23
VANGUARD INDEX FDS
VANGUARD INDEX FDS
51.74%
Shares786
Event2026-03-31
Filed2026-04-23
SCHC
SCHWAB STRATEGIC TR
-5.67%
Shares9.6K
Event2026-03-31
Filed2026-04-23
IWF
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
META
META PLATFORMS INC
20.70%
Shares758
Event2026-03-31
Filed2026-04-23
VGSR
MANAGER DIRECTED PORTFOLIOS
4.05%
Shares41.0K
Event2026-03-31
Filed2026-04-23
IJR
ISHARES TR
0.30%
Shares3.4K
Event2026-03-31
Filed2026-04-23
NUMV
NUSHARES ETF TR
2.20%
Shares10.7K
Event2026-03-31
Filed2026-04-23
BNDX
VANGUARD CHARLOTTE FDS
4.15%
Shares8.4K
Event2026-03-31
Filed2026-04-23
HD
HOME DEPOT INC
-1.40%
Shares1.2K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
-8.26%
Shares1.3K
Event2026-03-31
Filed2026-04-23
REET
ISHARES TR
-7.43%
Shares13.3K
Event2026-03-31
Filed2026-04-23
INVESCO QQQ TR
INVESCO QQQ TR
9.39%
Shares571
Event2026-03-31
Filed2026-04-23
IBM
INTERNATIONAL BUSINESS MACHS
2.00%
Shares1.3K
Event2026-03-31
Filed2026-04-23
BAC
BANK AMERICA CORP
3.26%
Shares6.2K
Event2026-03-31
Filed2026-04-23
MERCK & CO INC
MERCK & CO INC
-1.89%
Shares2.5K
Event2026-03-31
Filed2026-04-23
ABBV
ABBVIE INC
9.55%
Shares1.3K
Event2026-03-31
Filed2026-04-23
EEM
ISHARES TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-23
VTV
VANGUARD INDEX FDS
-25.83%
Shares1.4K
Event2026-03-31
Filed2026-04-23
SUSA
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-23
GS
GOLDMAN SACHS GROUP INC
5.84%
Shares308
Event2026-03-31
Filed2026-04-23
VUG
VANGUARD INDEX FDS
-4.75%
Shares561
Event2026-03-31
Filed2026-04-23
IWV
ISHARES TR
0.00%
Shares645
Event2026-03-31
Filed2026-04-23
SPIB
SPDR SERIES TRUST
-3.15%
Shares6.9K
Event2026-03-31
Filed2026-04-23
ADP
AUTOMATIC DATA PROCESSING IN
-13.94%
Shares1.1K
Event2026-03-31
Filed2026-04-23
IWD
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
SCHE
SCHWAB STRATEGIC TR
-2.63%
Shares6.5K
Event2026-03-31
Filed2026-04-23
EATON CORP PLC
EATON CORP PLC
21.10%
Shares574
Event2026-03-31
Filed2026-04-23
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-23
BIL
SPDR SERIES TRUST
New
Shares2.1K
Event2026-03-31
Filed2026-04-23
MA
MASTERCARD INCORPORATED
3.55%
Shares379
Event2026-03-31
Filed2026-04-23
VZ
VERIZON COMMUNICATIONS INC
0.19%
Shares3.7K
Event2026-03-31
Filed2026-04-23
AMAT
APPLIED MATLS INC
4.94%
Shares531
Event2026-03-31
Filed2026-04-23
IEFA
ISHARES TR
-0.21%
Shares1.9K
Event2026-03-31
Filed2026-04-23
LLY
ELI LILLY & CO
-3.57%
Shares189
Event2026-03-31
Filed2026-04-23
ICF
ISHARES TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-23
MCD
MCDONALDS CORP
-2.47%
Shares553
Event2026-03-31
Filed2026-04-23
VGT
VANGUARD WORLD FD
0.00%
Shares246
Event2026-03-31
Filed2026-04-23
RCL
ROYAL CARIBBEAN GROUP
0.00%
Shares611
Event2026-03-31
Filed2026-04-23
COST
COSTCO WHOLESALE CORPORATION
0.00%
Shares166
Event2026-03-31
Filed2026-04-23
TSLA
TESLA INC
0.00%
Shares441
Event2026-03-31
Filed2026-04-23
VDE
VANGUARD WORLD FD
-9.79%
Shares940
Event2026-03-31
Filed2026-04-23
EWY
ISHARES INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-23
LINDE PLC
LINDE PLC
3.53%
Shares323
Event2026-03-31
Filed2026-04-23
IBIT
ISHARES BITCOIN TRUST ETF
28.71%
Shares4.0K
Event2026-03-31
Filed2026-04-23
T
AT&T INC
4.68%
Shares5.3K
Event2026-03-31
Filed2026-04-23
VOE
VANGUARD INDEX FDS
0.00%
Shares820
Event2026-03-31
Filed2026-04-23
BA
BOEING CO
15.27%
Shares755
Event2026-03-31
Filed2026-04-23
SCHR
SCHWAB STRATEGIC TR
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-23
AVGE
AMERICAN CENTY ETF TR
31.75%
Shares1.6K
Event2026-03-31
Filed2026-04-23
KGC
KINROSS GOLD CORP
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-23
IWM
ISHARES TR
3.48%
Shares565
Event2026-03-31
Filed2026-04-23
IVV
ISHARES TR
38.96%
Shares214
Event2026-03-31
Filed2026-04-23
CAT
CATERPILLAR INC
32.21%
Shares197
Event2026-03-31
Filed2026-04-23
DIS
DISNEY WALT CO
2.77%
Shares1.4K
Event2026-03-31
Filed2026-04-23
IFGL
ISHARES TR
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-23
TJX
TJX COS INC NEW
0.00%
Shares842
Event2026-03-31
Filed2026-04-23
WMT
WALMART INC
4.35%
Shares1.1K
Event2026-03-31
Filed2026-04-23
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-23
V
VISA INC
13.12%
Shares431
Event2026-03-31
Filed2026-04-23
CVX
CHEVRON CORPORATION
14.08%
Shares624
Event2026-03-31
Filed2026-04-23
IWS
ISHARES TR
0.00%
Shares882
Event2026-03-31
Filed2026-04-23
IWP
ISHARES TR
0.00%
Shares982
Event2026-03-31
Filed2026-04-23
HON
HONEYWELL INTL INC
10.00%
Shares550
Event2026-03-31
Filed2026-04-23
PEG
PUBLIC SVC ENTERPRISE GROUP
-50.99%
Shares1.5K
Event2026-03-31
Filed2026-04-23
CSCO
CISCO SYS INC
30.91%
Shares1.6K
Event2026-03-31
Filed2026-04-23
GLW
CORNING INC
6.01%
Shares882
Event2026-03-31
Filed2026-04-23
RTX
RTX CORPORATION
5.98%
Shares620
Event2026-03-31
Filed2026-04-23
CWI
SPDR INDEX SHS FDS
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-23
RWK
INVESCO EXCH TRADED FD TR II
0.00%
Shares900
Event2026-03-31
Filed2026-04-23
VONV
VANGUARD SCOTTSDALE FDS
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-23
RRC
RANGE RES CORP
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-23
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.00%
Shares312
Event2026-03-31
Filed2026-04-23
PM
PHILIP MORRIS INTL INC
0.00%
Shares641
Event2026-03-31
Filed2026-04-23
EWT
ISHARES INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-23
LMT
LOCKHEED MARTIN CORP
0.00%
Shares169
Event2026-03-31
Filed2026-04-23
MCK
MCKESSON CORP
-0.86%
Shares115
Event2026-03-31
Filed2026-04-23
GE AEROSPACE
GE AEROSPACE
0.00%
Shares350
Event2026-03-31
Filed2026-04-23
NFLX
NETFLIX INC.
4.18%
Shares1.0K
Event2026-03-31
Filed2026-04-23
MCHI
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-23
UNH
UNITEDHEALTH GROUP INC
33.71%
Shares353
Event2026-03-31
Filed2026-04-23
SRE
SEMPRA
0.00%
Shares981
Event2026-03-31
Filed2026-04-23
SBUX
STARBUCKS CORP
-1.03%
Shares1.1K
Event2026-03-31
Filed2026-04-23
CMI
CUMMINS INC
41.32%
Shares171
Event2026-03-31
Filed2026-04-23
GEV
GE VERNOVA INC
7.14%
Shares105
Event2026-03-31
Filed2026-04-23
ORCL
ORACLE CORP
8.41%
Shares619
Event2026-03-31
Filed2026-04-23
RING
ISHARES INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-23
TRV
TRAVELERS COMPANIES INC
48.78%
Shares305
Event2026-03-31
Filed2026-04-23
AXP
AMERICAN EXPRESS CO
3.52%
Shares294
Event2026-03-31
Filed2026-04-23
WCEO
TWO RDS SHARED TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-23
EZU
ISHARES INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-23
WDC
WESTERN DIGITAL CORP
-24.44%
Shares303
Event2026-03-31
Filed2026-04-23
DFGP
DIMENSIONAL ETF TRUST
8.53%
Shares1.5K
Event2026-03-31
Filed2026-04-23
IGM
ISHARES TR
318.47%
Shares657
Event2026-03-31
Filed2026-04-23
D
DOMINION ENERGY INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-23
VT
VANGUARD INTL EQUITY INDEX F
7.86%
Shares535
Event2026-03-31
Filed2026-04-23
IWN
ISHARES TR
0.00%
Shares390
Event2026-03-31
Filed2026-04-23
ABT
ABBOTT LABORATORIES
61.33%
Shares705
Event2026-03-31
Filed2026-04-23
CITIGROUP INC
CITIGROUP INC
10.16%
Shares629
Event2026-03-31
Filed2026-04-23
VUSE
ETF SER SOLUTIONS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-23
XME
SPDR SERIES TRUST
0.00%
Shares640
Event2026-03-31
Filed2026-04-23
CTVA
CORTEVA INC
0.00%
Shares815
Event2026-03-31
Filed2026-04-23
EWJ
ISHARES INC
0.00%
Shares800
Event2026-03-31
Filed2026-04-23
INTC
INTEL CORP
3.87%
Shares1.5K
Event2026-03-31
Filed2026-04-23
CRM
SALESFORCE INC
-0.28%
Shares359
Event2026-03-31
Filed2026-04-23
JPSE
J P MORGAN EXCHANGE TRADED F
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-23
PH
PARKER-HANNIFIN CORP
0.00%
Shares72
Event2026-03-31
Filed2026-04-23
EA
ELECTRONIC ARTS INC
0.00%
Shares315
Event2026-03-31
Filed2026-04-23
VB
VANGUARD INDEX FDS
0.00%
Shares243
Event2026-03-31
Filed2026-04-23
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares93
Event2026-03-31
Filed2026-04-23
BKNG
BOOKING HOLDINGS INC
0.00%
Shares15
Event2026-03-31
Filed2026-04-23
PFS
PROVIDENT FINL SVCS INC
1.05%
Shares3.0K
Event2026-03-31
Filed2026-04-23
WFC
WELLS FARGO & CO
-3.41%
Shares792
Event2026-03-31
Filed2026-04-23
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares805
Event2026-03-31
Filed2026-04-23
MO
ALTRIA GROUP INC
0.00%
Shares915
Event2026-03-31
Filed2026-04-23
MPC
MARATHON PETE CORP
-1.60%
Shares246
Event2026-03-31
Filed2026-04-23
COF
CAPITAL ONE FINL CORP
27.24%
Shares327
Event2026-03-31
Filed2026-04-23
EME
EMCOR GROUP INC
0.00%
Shares80
Event2026-03-31
Filed2026-04-23
WBD
WARNER BROS DISCOVERY INC
-0.05%
Shares2.1K
Event2026-03-31
Filed2026-04-23
PSX
PHILLIPS 66
92.02%
Shares313
Event2026-03-31
Filed2026-04-23
SYY
SYSCO CORP
-2.44%
Shares799
Event2026-03-31
Filed2026-04-23
DAL
DELTA AIR LINES INC
0.00%
Shares841
Event2026-03-31
Filed2026-04-23
MAR
MARRIOTT INTL INC NEW
15.75%
Shares169
Event2026-03-31
Filed2026-04-23
VMC
VULCAN MATLS CO
0.00%
Shares203
Event2026-03-31
Filed2026-04-23
QCOM
QUALCOMM INC
-11.62%
Shares426
Event2026-03-31
Filed2026-04-23
TXN
TEXAS INSTRS INC
2.91%
Shares283
Event2026-03-31
Filed2026-04-23
KMB
KIMBERLY-CLARK CORP
12.73%
Shares558
Event2026-03-31
Filed2026-04-23
INTU
INTUIT
-12.06%
Shares124
Event2026-03-31
Filed2026-04-23
EMR
EMERSON ELEC CO
159.24%
Shares407
Event2026-03-31
Filed2026-04-23
SPGI
S&P GLOBAL INC
111.86%
Shares125
Event2026-03-31
Filed2026-04-23
FNDX
SCHWAB STRATEGIC TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-23
UI
UBIQUITI INC
-4.35%
Shares66
Event2026-03-31
Filed2026-04-23
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares104
Event2026-03-31
Filed2026-04-23
ONEQ
FIDELITY COMWLTH TR
-3.68%
Shares602
Event2026-03-31
Filed2026-04-23
EBAY
EBAY INC.
0.00%
Shares561
Event2026-03-31
Filed2026-04-23
LOW
LOWES COS INC
-0.46%
Shares216
Event2026-03-31
Filed2026-04-23
PFE
PFIZER INC
-48.01%
Shares1.8K
Event2026-03-31
Filed2026-04-23
CIEN
CIENA CORP
-7.80%
Shares130
Event2026-03-31
Filed2026-04-23
GSLC
GOLDMAN SACHS ETF TR
-4.35%
Shares396
Event2026-03-31
Filed2026-04-23
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares173
Event2026-03-31
Filed2026-04-23
SYK
STRYKER CORPORATION
8.89%
Shares147
Event2026-03-31
Filed2026-04-23
SHOP
SHOPIFY INC
0.00%
Shares407
Event2026-03-31
Filed2026-04-23
REGN
REGENERON PHARMACEUTICALS
12.73%
Shares62
Event2026-03-31
Filed2026-04-23
DFIV
DIMENSIONAL ETF TRUST
0.00%
Shares904
Event2026-03-31
Filed2026-04-23
EXC
EXELON CORP
-13.40%
Shares969
Event2026-03-31
Filed2026-04-23
IWR
ISHARES TR
0.00%
Shares488
Event2026-03-31
Filed2026-04-23
O
REALTY INCOME CORP
0.00%
Shares770
Event2026-03-31
Filed2026-04-23
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares113
Event2026-03-31
Filed2026-04-23
DIA
STATE STR SPDR DOW JONES IND
New
Shares100
Event2026-03-31
Filed2026-04-23
ALL
ALLSTATE CORP
0.00%
Shares215
Event2026-03-31
Filed2026-04-23
TFC
TRUIST FINL CORP
-11.54%
Shares966
Event2026-03-31
Filed2026-04-23
DOW
DOW HLDGS INC
-0.75%
Shares1.1K
Event2026-03-31
Filed2026-04-23
APP
APPLOVIN CORP
-9.92%
Shares109
Event2026-03-31
Filed2026-04-23
DFAS
DIMENSIONAL ETF TRUST
0.00%
Shares605
Event2026-03-31
Filed2026-04-23
MET
METLIFE INC
102.01%
Shares602
Event2026-03-31
Filed2026-04-23
SLS
SELLAS LIFE SCIENCES GROUP I
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-23
URI
UNITED RENTALS INC
0.00%
Shares58
Event2026-03-31
Filed2026-04-23
ADI
ANALOG DEVICES INC
0.00%
Shares132
Event2026-03-31
Filed2026-04-23
JCI
JOHNSON CONTROLS INTERNATION
-6.71%
Shares320
Event2026-03-31
Filed2026-04-23
AFL
AFLAC INC
141.40%
Shares379
Event2026-03-31
Filed2026-04-23
KO
COCA COLA CO
0.00%
Shares540
Event2026-03-31
Filed2026-04-23
NEE
NEXTERA ENERGY INC
-0.90%
Shares441
Event2026-03-31
Filed2026-04-23
AMD
ADVANCED MICRO DEVICES INC
24.84%
Shares201
Event2026-03-31
Filed2026-04-23
COP
CONOCOPHILLIPS
19.38%
Shares308
Event2026-03-31
Filed2026-04-23
KMI
KINDER MORGAN INC DEL
1.26%
Shares1.2K
Event2026-03-31
Filed2026-04-23
AZO
AUTOZONE INC
0.00%
Shares12
Event2026-03-31
Filed2026-04-23
ADSK
AUTODESK INC
-10.64%
Shares168
Event2026-03-31
Filed2026-04-23
ADBE
ADOBE INC
-10.93%
Shares163
Event2026-03-31
Filed2026-04-23
VOX
VANGUARD WORLD FD
0.00%
Shares220
Event2026-03-31
Filed2026-04-23
KBWB
INVESCO EXCH TRADED FD TR II
New
Shares500
Event2026-03-31
Filed2026-04-23
JBL
JABIL INC
0.00%
Shares144
Event2026-03-31
Filed2026-04-23
VXUS
VANGUARD STAR FDS
11.90%
Shares489
Event2026-03-31
Filed2026-04-23
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares286
Event2026-03-31
Filed2026-04-23
CSX
CSX CORP
0.00%
Shares909
Event2026-03-31
Filed2026-04-23
BLACKSTONE INC
BLACKSTONE INC
4.53%
Shares323
Event2026-03-31
Filed2026-04-23
BLACKROCK INC
BLACKROCK INC
15.15%
Shares38
Event2026-03-31
Filed2026-04-23
WAB
WABTEC
0.00%
Shares146
Event2026-03-31
Filed2026-04-23
MKL
MARKEL GROUP INC
0.00%
Shares19
Event2026-03-31
Filed2026-04-23
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares170
Event2026-03-31
Filed2026-04-23
DFAX
DIMENSIONAL ETF TRUST
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
GILD
GILEAD SCIENCES INC
-1.18%
Shares251
Event2026-03-31
Filed2026-04-23
IDXX
IDEXX LABS INC
0.00%
Shares62
Event2026-03-31
Filed2026-04-23
TOPT
ISHARES TR
New
Shares1.2K
Event2026-03-31
Filed2026-04-23
MSI
MOTOROLA SOLUTIONS INC
1.28%
Shares79
Event2026-03-31
Filed2026-04-23
WMB
WILLIAMS COS INC
0.00%
Shares469
Event2026-03-31
Filed2026-04-23
CTAS
CINTAS CORP
0.00%
Shares200
Event2026-03-31
Filed2026-04-23
FTNT
FORTINET INC
0.00%
Shares409
Event2026-03-31
Filed2026-04-23
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares154
Event2026-03-31
Filed2026-04-23
LAM RESEARCH CORP
LAM RESEARCH CORP
-17.55%
Shares155
Event2026-03-31
Filed2026-04-23
BK
BANK NEW YORK MELLON CORP
0.00%
Shares279
Event2026-03-31
Filed2026-04-23
TMUS
T-MOBILE US INC
0.00%
Shares156
Event2026-03-31
Filed2026-04-23
KEYS
KEYSIGHT TECHNOLOGIES INC
4.50%
Shares116
Event2026-03-31
Filed2026-04-23
PCAR
PACCAR INC
0.00%
Shares283
Event2026-03-31
Filed2026-04-23
FBP
FIRST BANCORP CORPORATION
-2.61%
Shares1.5K
Event2026-03-31
Filed2026-04-23
PANW
PALO ALTO NETWORKS INC
148.15%
Shares201
Event2026-03-31
Filed2026-04-23
MDLZ
MONDELEZ INTL INC
0.36%
Shares553
Event2026-03-31
Filed2026-04-23
PHM
PULTE GROUP INC
0.00%
Shares271
Event2026-03-31
Filed2026-04-23
STT
STATE STR CORP
0.00%
Shares246
Event2026-03-31
Filed2026-04-23
SCHW
SCHWAB CHARLES CORP
0.00%
Shares331
Event2026-03-31
Filed2026-04-23
RF
REGIONS FINANCIAL CORP NEW
-7.63%
Shares1.2K
Event2026-03-31
Filed2026-04-23
VLO
VALERO ENERGY CORP
0.00%
Shares125
Event2026-03-31
Filed2026-04-23
MFC
MANULIFE FINL CORP
0.00%
Shares896
Event2026-03-31
Filed2026-04-23
GLD
SPDR GOLD TR
New
Shares70
Event2026-03-31
Filed2026-04-23
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares221
Event2026-03-31
Filed2026-04-23
FAST
FASTENAL CO
0.00%
Shares642
Event2026-03-31
Filed2026-04-23
SPSM
SPDR SERIES TRUST
New
Shares600
Event2026-03-31
Filed2026-04-23
AMGN
AMGEN INC
0.00%
Shares82
Event2026-03-31
Filed2026-04-23
DHI
D R HORTON INC
-17.06%
Shares209
Event2026-03-31
Filed2026-04-23
GWW
WW GRAINGER INC
0.00%
Shares26
Event2026-03-31
Filed2026-04-23
KR
KROGER CO
-4.63%
Shares391
Event2026-03-31
Filed2026-04-23
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares177
Event2026-03-31
Filed2026-04-23
WCC
WESCO INTL INC
-7.34%
Shares101
Event2026-03-31
Filed2026-04-23
CBRE
CBRE GROUP INC
0.00%
Shares204
Event2026-03-31
Filed2026-04-23
BKR
BAKER HUGHES COMPANY
0.00%
Shares446
Event2026-03-31
Filed2026-04-23
SSRM
SSR MINING IN
-8.86%
Shares915
Event2026-03-31
Filed2026-04-23
CVS
CVS HEALTH CORP
15.00%
Shares368
Event2026-03-31
Filed2026-04-23
TSCO
TRACTOR SUPPLY CO
-1.85%
Shares582
Event2026-03-31
Filed2026-04-23
LDOS
LEIDOS HOLDINGS INC
0.00%
Shares169
Event2026-03-31
Filed2026-04-23
MS
MORGAN STANLEY
0.00%
Shares158
Event2026-03-31
Filed2026-04-23
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
3.19%
Shares421
Event2026-03-31
Filed2026-04-23
EXPE
EXPEDIA GROUP INC
-0.90%
Shares110
Event2026-03-31
Filed2026-04-23
ROP
ROPER TECHNOLOGIES INC
195.83%
Shares71
Event2026-03-31
Filed2026-04-23
CAH
CARDINAL HEALTH INC
0.00%
Shares118
Event2026-03-31
Filed2026-04-23
NOW
SERVICENOW INC
0.43%
Shares236
Event2026-03-31
Filed2026-04-23
DDS
DILLARDS INC
0.00%
Shares43
Event2026-03-31
Filed2026-04-23
RSG
REPUBLIC SVCS INC
0.00%
Shares112
Event2026-03-31
Filed2026-04-23
EXPD
EXPEDITORS INTL WASH INC
2.42%
Shares169
Event2026-03-31
Filed2026-04-23
R
RYDER SYS INC
-1.67%
Shares118
Event2026-03-31
Filed2026-04-23
APH
AMPHENOL CORP
0.00%
Shares190
Event2026-03-31
Filed2026-04-23
PLD
PROLOGIS INC.
0.00%
Shares181
Event2026-03-31
Filed2026-04-23
ROST
ROSS STORES INC
-1.79%
Shares110
Event2026-03-31
Filed2026-04-23
VBR
VANGUARD INDEX FDS
19.78%
Shares109
Event2026-03-31
Filed2026-04-23
UNP
UNION PAC CORP
0.00%
Shares98
Event2026-03-31
Filed2026-04-23
QQQM
INVESCO EXCH TRADED FD TR II
New
Shares100
Event2026-03-31
Filed2026-04-23
CMCSA
COMCAST CORP NEW
10.74%
Shares825
Event2026-03-31
Filed2026-04-23
MU
MICRON TECHNOLOGY INC
-18.60%
Shares70
Event2026-03-31
Filed2026-04-23
FHN
FIRST HORIZON CORPORATION
-11.17%
Shares1.0K
Event2026-03-31
Filed2026-04-23
DINO
HF SINCLAIR CORP
0.00%
Shares376
Event2026-03-31
Filed2026-04-23
NRG
NRG ENERGY INC
28.00%
Shares160
Event2026-03-31
Filed2026-04-23
AMT
AMERICAN TOWER CORP
2.27%
Shares135
Event2026-03-31
Filed2026-04-23
NE
NOBLE CORP PLC
-20.77%
Shares473
Event2026-03-31
Filed2026-04-23
SHM
SPDR SERIES TRUST
0.00%
Shares485
Event2026-03-31
Filed2026-04-23
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-15.27%
Shares233
Event2026-03-31
Filed2026-04-23
PGR
PROGRESSIVE CORP
30.34%
Shares116
Event2026-03-31
Filed2026-04-23
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares21
Event2026-03-31
Filed2026-04-23
MMM
3M CO
0.00%
Shares158
Event2026-03-31
Filed2026-04-23
IVOO
VANGUARD ADMIRAL FDS INC
New
Shares200
Event2026-03-31
Filed2026-04-23
LHX
L3HARRIS TECHNOLOGIES INC
-4.35%
Shares66
Event2026-03-31
Filed2026-04-23
SCHX
SCHWAB STRATEGIC TR
0.00%
Shares886
Event2026-03-31
Filed2026-04-23
TMHC
TAYLOR MORRISON HOME CORP
0.00%
Shares390
Event2026-03-31
Filed2026-04-23
DLTR
DOLLAR TREE INC
-0.48%
Shares207
Event2026-03-31
Filed2026-04-23
RDN
RADIAN GROUP INC
0.00%
Shares685
Event2026-03-31
Filed2026-04-23
PRU
PRUDENTIAL FINL INC
-0.43%
Shares231
Event2026-03-31
Filed2026-04-23
CASY
CASEYS GEN STORES INC
0.00%
Shares31
Event2026-03-31
Filed2026-04-23
ED
CONSOLIDATED EDISON INC
1.02%
Shares198
Event2026-03-31
Filed2026-04-23
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
67.19%
Shares107
Event2026-03-31
Filed2026-04-23
PBF
PBF ENERGY INC
0.00%
Shares468
Event2026-03-31
Filed2026-04-23
BIDU
BAIDU INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-23
ADM
ARCHER DANIELS MIDLAND CO
0.00%
Shares306
Event2026-03-31
Filed2026-04-23
AL
AIR LEASE CORP
-0.29%
Shares341
Event2026-03-31
Filed2026-04-23
HII
HUNTINGTON INGALLS INDS INC
0.00%
Shares58
Event2026-03-31
Filed2026-04-23
WDAY
WORKDAY INC
425.00%
Shares168
Event2026-03-31
Filed2026-04-23
COHERENT CORP
COHERENT CORP
3.41%
Shares91
Event2026-03-31
Filed2026-04-23
OGE
OGE ENERGY CORP
0.00%
Shares446
Event2026-03-31
Filed2026-04-23
NZAC
SPDR INDEX SHS FDS
-67.87%
Shares526
Event2026-03-31
Filed2026-04-23
EVRG
EVERGY INC
0.00%
Shares260
Event2026-03-31
Filed2026-04-23
INCY
INCYTE CORP
0.00%
Shares225
Event2026-03-31
Filed2026-04-23
DASH
DOORDASH INC
-2.78%
Shares140
Event2026-03-31
Filed2026-04-23
CARR
CARRIER GLOBAL CORPORATION
37.64%
Shares373
Event2026-03-31
Filed2026-04-23
EXE
EXPAND ENERGY CORPORATION
27.33%
Shares191
Event2026-03-31
Filed2026-04-23
ALNY
ALNYLAM PHARMACEUTICALS INC
1.61%
Shares63
Event2026-03-31
Filed2026-04-23
NET
CLOUDFLARE INC
New
Shares100
Event2026-03-31
Filed2026-04-23
CHRW
C H ROBINSON WORLDWIDE IN
0.00%
Shares124
Event2026-03-31
Filed2026-04-23
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
0.00%
Shares104
Event2026-03-31
Filed2026-04-23
ETHA
ISHARES ETHEREUM TR
55.85%
Shares1.3K
Event2026-03-31
Filed2026-04-23
FANG
DIAMONDBACK ENERGY INC
281.48%
Shares103
Event2026-03-31
Filed2026-04-23
SO
SOUTHERN CO
0.00%
Shares211
Event2026-03-31
Filed2026-04-23
FDX
FEDEX CORP
0.00%
Shares57
Event2026-03-31
Filed2026-04-23
DBJP
DBX ETF TR
0.00%
Shares200
Event2026-03-31
Filed2026-04-23
GM
GENERAL MTRS CO
-2.52%
Shares271
Event2026-03-31
Filed2026-04-23
CINF
CINCINNATI FINL CORP
0.00%
Shares128
Event2026-03-31
Filed2026-04-23
NCLH
NORWEGIAN CRUISE LINE HLDGS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-23
NSC
NORFOLK SOUTHN CORP
0.00%
Shares70
Event2026-03-31
Filed2026-04-23
DVN
DEVON ENERGY CORP NEW
0.00%
Shares398
Event2026-03-31
Filed2026-04-23
KVUE
KENVUE INC
5.55%
Shares1.2K
Event2026-03-31
Filed2026-04-23
WRB
BERKLEY W R CORP
0.00%
Shares300
Event2026-03-31
Filed2026-04-23
MSTR
STRATEGY INC
35.04%
Shares158
Event2026-03-31
Filed2026-04-23
LFUS
LITTELFUSE INC
0.00%
Shares58
Event2026-03-31
Filed2026-04-23
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
0.00%
Shares84
Event2026-03-31
Filed2026-04-23
MTG
MGIC INVT CORP WIS
0.00%
Shares743
Event2026-03-31
Filed2026-04-23
RMD
RESMED INC
0.00%
Shares86
Event2026-03-31
Filed2026-04-23
WTW
WILLIS TOWERS WATSON PLC LTD
0.00%
Shares66
Event2026-03-31
Filed2026-04-23
CNX
CNX RES CORP
-8.13%
Shares497
Event2026-03-31
Filed2026-04-23
IDA
IDACORP INC
0.00%
Shares134
Event2026-03-31
Filed2026-04-23
AN
AUTONATION INC
0.00%
Shares98
Event2026-03-31
Filed2026-04-23
ITW
ILLINOIS TOOL WKS INC
23.73%
Shares73
Event2026-03-31
Filed2026-04-23
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
0.00%
Shares10
Event2026-03-31
Filed2026-04-23
GSBD
GOLDMAN SACHS BDC INC
3.37%
Shares2.1K
Event2026-03-31
Filed2026-04-23
UNM
UNUM GROUP
0.00%
Shares256
Event2026-03-31
Filed2026-04-23
TWLO
TWILIO INC
0.00%
Shares148
Event2026-03-31
Filed2026-04-23
HNDL
STRATEGY SHS
0.00%
Shares852
Event2026-03-31
Filed2026-04-23
BR
BROADRIDGE FINL SOLUTIONS IN
65.22%
Shares114
Event2026-03-31
Filed2026-04-23
RNR
RENAISSANCERE HLDGS LTD
0.00%
Shares62
Event2026-03-31
Filed2026-04-23
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
14.29%
Shares400
Event2026-03-31
Filed2026-04-23
SPTM
SPDR SERIES TRUST
0.00%
Shares231
Event2026-03-31
Filed2026-04-23
OXY
OCCIDENTAL PETE CORP
0.00%
Shares280
Event2026-03-31
Filed2026-04-23
HEI.A
HEICO CORP NEW
104.76%
Shares86
Event2026-03-31
Filed2026-04-23
FITB
FIFTH THIRD BANCORP
0.00%
Shares390
Event2026-03-31
Filed2026-04-23
XLY
SELECT SECTOR SPDR TR
0.00%
Shares166
Event2026-03-31
Filed2026-04-23
NTAP
NETAPP INC
37.50%
Shares176
Event2026-03-31
Filed2026-04-23
RIVN
RIVIAN AUTOMOTIVE INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-23
CCL
CARNIVAL CORP
0.00%
Shares691
Event2026-03-31
Filed2026-04-23
VRTX
VERTEX PHARMACEUTICALS INC
14.29%
Shares40
Event2026-03-31
Filed2026-04-23
NFG
NATIONAL FUEL GAS CO
-11.74%
Shares188
Event2026-03-31
Filed2026-04-23
MTD
METTLER TOLEDO INTERNATIONAL
7.69%
Shares14
Event2026-03-31
Filed2026-04-23
SHW
SHERWIN WILLIAMS CO
0.00%
Shares55
Event2026-03-31
Filed2026-04-23
LBRT
LIBERTY ENERGY INC
50.63%
Shares595
Event2026-03-31
Filed2026-04-23
MCO
MOODYS CORP
0.00%
Shares39
Event2026-03-31
Filed2026-04-23
HCA
HCA HEALTHCARE INC
0.00%
Shares36
Event2026-03-31
Filed2026-04-23
PKG
PACKAGING CORP AMER
0.00%
Shares80
Event2026-03-31
Filed2026-04-23
DVA
DAVITA INC
0.00%
Shares110
Event2026-03-31
Filed2026-04-23
GRMN
GARMIN LTD
0.00%
Shares71
Event2026-03-31
Filed2026-04-23
NEOG
NEOGEN CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-23
WSM
WILLIAMS SONOMA INC
0.00%
Shares90
Event2026-03-31
Filed2026-04-23
TXNM
TXNM ENERGY INC
0.00%
Shares280
Event2026-03-31
Filed2026-04-23
TSN
TYSON FOODS INC
0.00%
Shares254
Event2026-03-31
Filed2026-04-23
AM
ANTERO MIDSTREAM CORP
-4.04%
Shares712
Event2026-03-31
Filed2026-04-23
JBHT
HUNT J B TRANS SVCS INC
0.00%
Shares76
Event2026-03-31
Filed2026-04-23
UTHR
UNITED THERAPEUTICS CORP DEL
0.00%
Shares27
Event2026-03-31
Filed2026-04-23
BSX
BOSTON SCIENTIFIC CORP
34.92%
Shares255
Event2026-03-31
Filed2026-04-23
FCX
FREEPORT MCMORAN INC
10.16%
Shares271
Event2026-03-31
Filed2026-04-23
NOBL
PROSHARES TR
New
Shares150
Event2026-03-31
Filed2026-04-23
SNEX
STONEX GROUP INC
49.24%
Shares197
Event2026-03-31
Filed2026-04-23
ELV
ELEVANCE HEALTH INC FORMERLY
-14.29%
Shares54
Event2026-03-31
Filed2026-04-23
FCFS
FIRSTCASH HOLDINGS INC
0.00%
Shares84
Event2026-03-31
Filed2026-04-23
HOOD
ROBINHOOD MKTS INC
0.00%
Shares226
Event2026-03-31
Filed2026-04-23
WBS
WEBSTER FINL CORP
0.00%
Shares225
Event2026-03-31
Filed2026-04-23
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares328
Event2026-03-31
Filed2026-04-23
ELAN
ELANCO ANIMAL HEALTH INC
0.00%
Shares648
Event2026-03-31
Filed2026-04-23
EXR
EXTRA SPACE STORAGE INC
24.21%
Shares118
Event2026-03-31
Filed2026-04-23
DLR
DIGITAL RLTY TR INC
7.59%
Shares85
Event2026-03-31
Filed2026-04-23
DCI
DONALDSON INC
0.00%
Shares179
Event2026-03-31
Filed2026-04-23
FIX
COMFORT SYS USA INC
-15.38%
Shares11
Event2026-03-31
Filed2026-04-23
L
LOEWS CORP
-6.58%
Shares142
Event2026-03-31
Filed2026-04-23
CARG
CARGURUS INC
0.00%
Shares444
Event2026-03-31
Filed2026-04-23
WTS
WATTS WATER TECHNOLOGIES INC
0.00%
Shares52
Event2026-03-31
Filed2026-04-23
CENCORA INC
CENCORA INC
0.00%
Shares48
Event2026-03-31
Filed2026-04-23
RIG
TRANSOCEAN LTD
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-23
FICO
FAIR ISAAC CORP
7.69%
Shares14
Event2026-03-31
Filed2026-04-23
USB
US BANCORP
0.00%
Shares286
Event2026-03-31
Filed2026-04-23
XYL
XYLEM INC
14.81%
Shares124
Event2026-03-31
Filed2026-04-23
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares172
Event2026-03-31
Filed2026-04-23
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares100
Event2026-03-31
Filed2026-04-23
BUNGE GLOBAL SA
BUNGE GLOBAL SA
0.00%
Shares116
Event2026-03-31
Filed2026-04-23
LPLA
LPL FINL HLDGS INC
0.00%
Shares49
Event2026-03-31
Filed2026-04-23
EW
EDWARDS LIFESCIENCES CORP
187.50%
Shares184
Event2026-03-31
Filed2026-04-23
CDNS
CADENCE DESIGN SYSTEM INC
0.00%
Shares53
Event2026-03-31
Filed2026-04-23
XLV
SELECT SECTOR SPDR TR
New
Shares100
Event2026-03-31
Filed2026-04-23
HPE
HEWLETT PACKARD ENTERPRISE C
0.00%
Shares615
Event2026-03-31
Filed2026-04-23
RVTY
REVVITY INC
20.14%
Shares167
Event2026-03-31
Filed2026-04-23
FE
FIRSTENERGY CORP
-0.69%
Shares288
Event2026-03-31
Filed2026-04-23
CRS
CARPENTER TECHNOLOGY CORP
0.00%
Shares37
Event2026-03-31
Filed2026-04-23
HUM
HUMANA INC
-43.15%
Shares83
Event2026-03-31
Filed2026-04-23
PCG
PG&E CORP
1.24%
Shares819
Event2026-03-31
Filed2026-04-23
DGX
QUEST DIAGNOSTICS INC
21.67%
Shares73
Event2026-03-31
Filed2026-04-23
ACGL
ARCH CAP GROUP LTD
0.00%
Shares149
Event2026-03-31
Filed2026-04-23
AVT
AVNET INC
0.00%
Shares232
Event2026-03-31
Filed2026-04-23
TPL
TEXAS PACIFIC LAND CORPORATI
0.00%
Shares30
Event2026-03-31
Filed2026-04-23
KRYS
KRYSTAL BIOTECH INC
0.00%
Shares55
Event2026-03-31
Filed2026-04-23
AIG
AMERICAN INTL GROUP INC
56.67%
Shares188
Event2026-03-31
Filed2026-04-23
DE
DEERE & CO
66.67%
Shares25
Event2026-03-31
Filed2026-04-23
LUV
SOUTHWEST AIRLS CO
-13.63%
Shares374
Event2026-03-31
Filed2026-04-23
CDW
CDW CORP
43.21%
Shares116
Event2026-03-31
Filed2026-04-23
AWK
AMERICAN WTR WKS CO INC NEW
22.62%
Shares103
Event2026-03-31
Filed2026-04-23
MSCI
MSCI INC
36.84%
Shares26
Event2026-03-31
Filed2026-04-23
VTRS
VIATRIS INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
EMXC
ISHARES INC
12.10%
Shares176
Event2026-03-31
Filed2026-04-23
UAL
UNITED AIRLS HLDGS INC
50.00%
Shares150
Event2026-03-31
Filed2026-04-23
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-36.11%
Shares69
Event2026-03-31
Filed2026-04-23
HP
HELMERICH & PAYNE INC
-4.29%
Shares379
Event2026-03-31
Filed2026-04-23
GPRE
GREEN PLAINS INC
0.00%
Shares830
Event2026-03-31
Filed2026-04-23
ATLASSIAN CORPORATION
ATLASSIAN CORPORATION
124.72%
Shares200
Event2026-03-31
Filed2026-04-23
ZM
ZOOM COMMUNICATIONS INC
0.00%
Shares169
Event2026-03-31
Filed2026-04-23
MLM
MARTIN MARIETTA MATLS INC
27.78%
Shares23
Event2026-03-31
Filed2026-04-23
FNB
F N B CORP
0.00%
Shares808
Event2026-03-31
Filed2026-04-23
COKE
COCA COLA CONS INC
0.00%
Shares70
Event2026-03-31
Filed2026-04-23
UGI
UGI CORP NEW
0.00%
Shares367
Event2026-03-31
Filed2026-04-23
LECO
LINCOLN ELEC HLDGS INC
0.00%
Shares53
Event2026-03-31
Filed2026-04-23
GEHC
GE HEALTHCARE TECHNOLOGIES I
27.59%
Shares185
Event2026-03-31
Filed2026-04-23
TROW
PRICE T ROWE GROUP INC
0.00%
Shares146
Event2026-03-31
Filed2026-04-23
PFG
PRINCIPAL FINANCIAL GROUP IN
0.00%
Shares146
Event2026-03-31
Filed2026-04-23
CL
COLGATE PALMOLIVE CO
140.63%
Shares154
Event2026-03-31
Filed2026-04-23
CUZ
COUSINS PPTYS INC
0.00%
Shares580
Event2026-03-31
Filed2026-04-23
ENVA
ENOVA INTL INC
0.00%
Shares96
Event2026-03-31
Filed2026-04-23
BTU
PEABODY ENGR CORP
0.00%
Shares393
Event2026-03-31
Filed2026-04-23
HUBS
HUBSPOT INC
2550.00%
Shares53
Event2026-03-31
Filed2026-04-23
ARROWHEAD PHARMACEUTICALS IN
ARROWHEAD PHARMACEUTICALS IN
0.00%
Shares206
Event2026-03-31
Filed2026-04-23
JXN
JACKSON FINANCIAL INC
0.00%
Shares122
Event2026-03-31
Filed2026-04-23
CPNG
COUPANG INC
New
Shares682
Event2026-03-31
Filed2026-04-23
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares69
Event2026-03-31
Filed2026-04-23
ES
EVERSOURCE ENERGY
-12.32%
Shares185
Event2026-03-31
Filed2026-04-23
FRBA
FIRST BK WILLIAMSTOWN NEW JE
New
Shares800
Event2026-03-31
Filed2026-04-23
STLD
STEEL DYNAMICS INC
0.00%
Shares70
Event2026-03-31
Filed2026-04-23
TNL
TRAVEL PLUS LEISURE CO
0.00%
Shares182
Event2026-03-31
Filed2026-04-23
ALB
ALBEMARLE CORP
0.00%
Shares70
Event2026-03-31
Filed2026-04-23
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares145
Event2026-03-31
Filed2026-04-23
SCHF
SCHWAB STRATEGIC TR
0.00%
Shares506
Event2026-03-31
Filed2026-04-23
NDAQ
NASDAQ INC
0.00%
Shares147
Event2026-03-31
Filed2026-04-23
FFIV
F5 INC
-10.42%
Shares43
Event2026-03-31
Filed2026-04-23
NUE
NUCOR CORP
-5.19%
Shares73
Event2026-03-31
Filed2026-04-23
XLF
SELECT SECTOR SPDR TR
-28.57%
Shares250
Event2026-03-31
Filed2026-04-23
ETH
GRAYSCALE ETHEREUM STAKING
0.00%
Shares620
Event2026-03-31
Filed2026-04-23
EXEL
EXELIXIS INC
0.00%
Shares287
Event2026-03-31
Filed2026-04-23
HBAN
HUNTINGTON BANCSHARES INC
125.36%
Shares782
Event2026-03-31
Filed2026-04-23
HSY
HERSHEY CO
0.00%
Shares58
Event2026-03-31
Filed2026-04-23
EQR
EQUITY RESIDENTIAL
-8.56%
Shares203
Event2026-03-31
Filed2026-04-23
CB
CHUBB LTD SWITZ
23.33%
Shares37
Event2026-03-31
Filed2026-04-23
RVMD
REVOLUTION MEDICINES INC
0.00%
Shares123
Event2026-03-31
Filed2026-04-23
NWSA
NEWS CORP NEW
15.74%
Shares478
Event2026-03-31
Filed2026-04-23
ARW
ARROW ELECTRS INC
0.00%
Shares83
Event2026-03-31
Filed2026-04-23
PYPL
PAYPAL HLDGS INC
-17.81%
Shares263
Event2026-03-31
Filed2026-04-23
SJM
SMUCKER J M CO
0.00%
Shares123
Event2026-03-31
Filed2026-04-23
ROIV
ROIVANT SCIENCES LTD
0.00%
Shares426
Event2026-03-31
Filed2026-04-23
TRMB
TRIMBLE INC
0.00%
Shares180
Event2026-03-31
Filed2026-04-23
PRIM
PRIMORIS SVCS CORP
0.00%
Shares82
Event2026-03-31
Filed2026-04-23
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
0.00%
Shares165
Event2026-03-31
Filed2026-04-23
NDSN
NORDSON CORP
0.00%
Shares44
Event2026-03-31
Filed2026-04-23
SR
SPIRE INC
0.00%
Shares128
Event2026-03-31
Filed2026-04-23
AFRM
AFFIRM HLDGS INC
0.00%
Shares252
Event2026-03-31
Filed2026-04-23
LAMR
LAMAR ADVERTISING CO
0.00%
Shares91
Event2026-03-31
Filed2026-04-23
TDY
TELEDYNE TECHNOLOGIES INC
0.00%
Shares19
Event2026-03-31
Filed2026-04-23
ACA
ARCOSA INC
0.00%
Shares108
Event2026-03-31
Filed2026-04-23
ATO
ATMOS ENERGY CORP
0.00%
Shares62
Event2026-03-31
Filed2026-04-23
PCVX
VAXCYTE INC
0.00%
Shares196
Event2026-03-31
Filed2026-04-23
MTB
M & T BK CORP
0.00%
Shares55
Event2026-03-31
Filed2026-04-23
SLB
SLB LIMITED
0.00%
Shares219
Event2026-03-31
Filed2026-04-23
ITGR
INTEGER HLDGS CORP
0.00%
Shares127
Event2026-03-31
Filed2026-04-23
IEMG
ISHARES INC
0.00%
Shares160
Event2026-03-31
Filed2026-04-23
GMED
GLOBUS MED INC
0.00%
Shares128
Event2026-03-31
Filed2026-04-23
NBIX
NEUROCRINE BIOSCIENCES INC
0.00%
Shares83
Event2026-03-31
Filed2026-04-23
XPO
XPO INC
0.00%
Shares56
Event2026-03-31
Filed2026-04-23
FLR
FLUOR CORP
0.00%
Shares233
Event2026-03-31
Filed2026-04-23
SFM
SPROUTS FMRS MKT INC
122.22%
Shares140
Event2026-03-31
Filed2026-04-23
MGY
MAGNOLIA OIL & GAS CORP
0.00%
Shares341
Event2026-03-31
Filed2026-04-23

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Private Wealth Management Group, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo