Sponsored

The Analysis of PROTECTIVE LIFE CORP's Holdings & P&L

Currently, PROTECTIVE LIFE CORP holds 155 types of securities in its portfolio with a total value $30.1M. In the most recent quarter, they have increased their positions in TIP (+20.3K shares, valued at $2.2M), VCSH (+25.6K shares, valued at $2.0M), VCIT (+22.7K shares, valued at $1.9M); initiated new positions in TIP (+20.3K shares, valued at $2.2M), VCSH (+25.6K shares, valued at $2.0M), VCIT (+22.7K shares, valued at $1.9M).

1M P&L

+N/A+0.00%

3M P&L

+N/A+0.00%

HY P&L

+N/A+0.00%

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/A3.6M

100.0%

Top Industries by Stock Count

1N/A1 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPC Nuveen Preferred & Income Oppo440.0K shares0.00%2026-03-312026-05-13

TIP iShares TIPS Bond ETF20.3K sharesnew addition2026-03-312026-05-13

VCSH Vanguard Short-Term Corporate25.6K sharesnew addition2026-03-312026-05-13

VCIT Vanguard Intermediate-Term Cor22.7K sharesnew addition2026-03-312026-05-13

BSV Vanguard Short-Term Bond ETF22.1K sharesnew addition2026-03-312026-05-13

VMBS Vanguard Mortgage-Backed Secur36.6K sharesnew addition2026-03-312026-05-13

JPLD JPMorgan Limited Duration Bond28.4K sharesnew addition2026-03-312026-05-13

IGSB iShares 1-5 Year Investment Gr20.8K sharesnew addition2026-03-312026-05-13

Sponsored

SCHF Schwab International Equity ET35.8K sharesnew addition2026-03-312026-05-13

Invesco QQQ Trust Series 1 Invesco QQQ Trust Series 11.5K sharesnew addition2026-03-312026-05-13

SPYG State Street SPDR Portfolio S&8.7K sharesnew addition2026-03-312026-05-13

SPTS State Street SPDR Portfolio Sh23.5K sharesnew addition2026-03-312026-05-13

SPYM State Street SPDR Portfolio S&7.6K sharesnew addition2026-03-312026-05-13

FPEI First Trust Institutional Pref29.7K sharesnew addition2026-03-312026-05-13

IVE iShares S&P 500 Value ETF2.4K sharesnew addition2026-03-312026-05-13

VFLO VictoryShares Free Cash Flow E11.7K sharesnew addition2026-03-312026-05-13

Sponsored

QQQM Invesco Nasdaq 100 ETF1.9K sharesnew addition2026-03-312026-05-13

GFLW VictoryShares Free Cash Flow G16.1K sharesnew addition2026-03-312026-05-13

IWR iShares Russell Mid-Cap ETF4.3K sharesnew addition2026-03-312026-05-13

GOVT iShares U.S. Treasury Bond ETF15.9K sharesnew addition2026-03-312026-05-13

MBB iShares MBS ETF3.4K sharesnew addition2026-03-312026-05-13

AAPL Apple Inc1.2K sharesnew addition2026-03-312026-05-13

IVV iShares Core S&P 500 ETF448 sharesnew addition2026-03-312026-05-13

BND Vanguard Total Bond Market ETF4.0K sharesnew addition2026-03-312026-05-13

Sponsored

EFV iShares MSCI EAFE Value ETF3.6K sharesnew addition2026-03-312026-05-13

AGG iShares Core U.S. Aggregate Bo2.6K sharesnew addition2026-03-312026-05-13

EMXC iShares MSCI Emerging Markets3.0K sharesnew addition2026-03-312026-05-13

Vanguard S&P 500 ETF Vanguard S&P 500 ETF354 sharesnew addition2026-03-312026-05-13

QUAL iShares MSCI USA Quality Facto1.0K sharesnew addition2026-03-312026-05-13

SPY State Street SPDR S&P 500 ETF277 sharesnew addition2026-03-312026-05-13

DFAE Dimensional Emerging Core Equi5.0K sharesnew addition2026-03-312026-05-13

CGIB Capital Group International Bo6.3K sharesnew addition2026-03-312026-05-13

Sponsored

QLTA iShares Aaa - A Rated Corporat3.3K sharesnew addition2026-03-312026-05-13

XLF State Street Financial Select3.1K sharesnew addition2026-03-312026-05-13

PPA Invesco Aerospace & Defense ET846 sharesnew addition2026-03-312026-05-13

JTEK JPMorgan US Tech Leaders ETF1.7K sharesnew addition2026-03-312026-05-13

MSFT Microsoft Corp349 sharesnew addition2026-03-312026-05-13

VB Vanguard Small-Cap ETF492 sharesnew addition2026-03-312026-05-13

DIA State Street SPDR Dow Jones In277 sharesnew addition2026-03-312026-05-13

BINC iShares Flexible Income Active2.4K sharesnew addition2026-03-312026-05-13

Sponsored

WMT Walmart Inc1.0K sharesnew addition2026-03-312026-05-13

JPM JPMorgan Chase & Co418 sharesnew addition2026-03-312026-05-13

JNJ Johnson & Johnson503 sharesnew addition2026-03-312026-05-13

DFIS Dimensional International Smal3.4K sharesnew addition2026-03-312026-05-13

VOOG Vanguard S&P 500 Growth ETF234 sharesnew addition2026-03-312026-05-13

CAT Caterpillar Inc125 sharesnew addition2026-03-312026-05-13

Pacific NoS Global EM Equity A Pacific NoS Global EM Equity A2.5K sharesnew addition2026-03-312026-05-13

PM Philip Morris International In475 sharesnew addition2026-03-312026-05-13

Sponsored

SPMD State Street SPDR Portfolio S&1.1K sharesnew addition2026-03-312026-05-13

VTV Vanguard Value ETF326 sharesnew addition2026-03-312026-05-13

XOM Exxon Mobil Corp339 sharesnew addition2026-03-312026-05-13

Berkshire Hathaway Inc Berkshire Hathaway Inc119 sharesnew addition2026-03-312026-05-13

PSX Phillips 66312 sharesnew addition2026-03-312026-05-13

PEP PepsiCo Inc358 sharesnew addition2026-03-312026-05-13

KO Coca-Cola Co/The717 sharesnew addition2026-03-312026-05-13

VZ Verizon Communications Inc1.1K sharesnew addition2026-03-312026-05-13

Sponsored

CSCO Cisco Systems Inc670 sharesnew addition2026-03-312026-05-13

CVX Chevron Corp243 sharesnew addition2026-03-312026-05-13

Seagate Technology Holdings PL Seagate Technology Holdings PL122 sharesnew addition2026-03-312026-05-13

MCD McDonald's Corp151 sharesnew addition2026-03-312026-05-13

CL Colgate-Palmolive Co548 sharesnew addition2026-03-312026-05-13

WM Waste Management Inc200 sharesnew addition2026-03-312026-05-13

BNDX Vanguard Total International B950 sharesnew addition2026-03-312026-05-13

PG Procter & Gamble Co/The314 sharesnew addition2026-03-312026-05-13

Sponsored

EPI WisdomTree India Earnings Fund1.1K sharesnew addition2026-03-312026-05-13

JPST JPMorgan Ultra-Short Income ET862 sharesnew addition2026-03-312026-05-13

Blackrock Inc Blackrock Inc45 sharesnew addition2026-03-312026-05-13

RTX RTX Corp214 sharesnew addition2026-03-312026-05-13

Alphabet Inc Alphabet Inc142 sharesnew addition2026-03-312026-05-13

TJX TJX Cos Inc/The249 sharesnew addition2026-03-312026-05-13

MO Altria Group Inc600 sharesnew addition2026-03-312026-05-13

JCPB JPMorgan Core Plus Bond ETF794 sharesnew addition2026-03-312026-05-13

Sponsored

VLUE iShares MSCI USA Value Factor253 sharesnew addition2026-03-312026-05-13

FNDF Schwab Fundamental Internation732 sharesnew addition2026-03-312026-05-13

VWO Vanguard FTSE Emerging Markets659 sharesnew addition2026-03-312026-05-13

NEE NextEra Energy Inc369 sharesnew addition2026-03-312026-05-13

MMM 3M Co233 sharesnew addition2026-03-312026-05-13

FDX FedEx Corp95 sharesnew addition2026-03-312026-05-13

CMS CMS Energy Corp420 sharesnew addition2026-03-312026-05-13

AFL Aflac Inc294 sharesnew addition2026-03-312026-05-13

Sponsored

CB Chubb Ltd97 sharesnew addition2026-03-312026-05-13

ABBV AbbVie Inc145 sharesnew addition2026-03-312026-05-13

EMR Emerson Electric Co240 sharesnew addition2026-03-312026-05-13

VUG Vanguard Growth ETF70 sharesnew addition2026-03-312026-05-13

VRIG Invesco Variable Rate Investme1.2K sharesnew addition2026-03-312026-05-13

AVDE Avantis International Equity E354 sharesnew addition2026-03-312026-05-13

Merck & Co Inc Merck & Co Inc241 sharesnew addition2026-03-312026-05-13

EFG iShares MSCI EAFE Growth ETF254 sharesnew addition2026-03-312026-05-13

Sponsored

SPHQ Invesco Exchange-Traded Fund T375 sharesnew addition2026-03-312026-05-13

ITW Illinois Tool Works Inc107 sharesnew addition2026-03-312026-05-13

HON Honeywell International Inc123 sharesnew addition2026-03-312026-05-13

VIG Vanguard Dividend Appreciation129 sharesnew addition2026-03-312026-05-13

SPSM State Street SPDR Portfolio S&573 sharesnew addition2026-03-312026-05-13

Linde PLC Linde PLC53 sharesnew addition2026-03-312026-05-13

IEFA iShares Core MSCI EAFE ETF284 sharesnew addition2026-03-312026-05-13

TOTL State Street DoubleLine Total643 sharesnew addition2026-03-312026-05-13

Sponsored

VTI Vanguard Total Stock Market ET79 sharesnew addition2026-03-312026-05-13

VYM Vanguard High Dividend Yield E171 sharesnew addition2026-03-312026-05-13

ORCL Oracle Corp169 sharesnew addition2026-03-312026-05-13

LOW Lowe's Cos Inc105 sharesnew addition2026-03-312026-05-13

WMB Williams Cos Inc/The324 sharesnew addition2026-03-312026-05-13

NVS Novartis AG153 sharesnew addition2026-03-312026-05-13

HD Home Depot Inc/The71 sharesnew addition2026-03-312026-05-13

PSA Public Storage84 sharesnew addition2026-03-312026-05-13

Sponsored

CMI Cummins Inc42 sharesnew addition2026-03-312026-05-13

IBM IBM91 sharesnew addition2026-03-312026-05-13

TFC Truist Financial Corp444 sharesnew addition2026-03-312026-05-13

ICSH iShares Ultra Short Duration B401 sharesnew addition2026-03-312026-05-13

ADP Automatic Data Processing Inc99 sharesnew addition2026-03-312026-05-13

PAYX Paychex Inc210 sharesnew addition2026-03-312026-05-13

COST Costco Wholesale Corp19 sharesnew addition2026-03-312026-05-13

MPC Marathon Petroleum Corp77 sharesnew addition2026-03-312026-05-13

Sponsored

DTE DTE Energy Co125 sharesnew addition2026-03-312026-05-13

APD Air Products and Chemicals Inc60 sharesnew addition2026-03-312026-05-13

AVUV Avantis U.S. Small Cap Value E156 sharesnew addition2026-03-312026-05-13

CIBR First Trust NASDAQ Cybersecuri265 sharesnew addition2026-03-312026-05-13

SHY iShares 1-3 Year Treasury Bond196 sharesnew addition2026-03-312026-05-13

OKE ONEOK Inc176 sharesnew addition2026-03-312026-05-13

SLYG State Street SPDR S&P 600 Smal164 sharesnew addition2026-03-312026-05-13

ABT Abbott Laboratories154 sharesnew addition2026-03-312026-05-13

Sponsored

Accenture PLC Accenture PLC79 sharesnew addition2026-03-312026-05-13

GIS General Mills Inc411 sharesnew addition2026-03-312026-05-13

Duke Energy Corp Duke Energy Corp116 sharesnew addition2026-03-312026-05-13

CMCSA Comcast Corp509 sharesnew addition2026-03-312026-05-13

DHR Danaher Corp77 sharesnew addition2026-03-312026-05-13

KMB Kimberly-Clark Corp150 sharesnew addition2026-03-312026-05-13

Blackstone Inc Blackstone Inc125 sharesnew addition2026-03-312026-05-13

VO Vanguard Mid-Cap ETF48 sharesnew addition2026-03-312026-05-13

Sponsored

STWD Starwood Property Trust Inc766 sharesnew addition2026-03-312026-05-13

CLX Clorox Co/The125 sharesnew addition2026-03-312026-05-13

LMT Lockheed Martin Corp21 sharesnew addition2026-03-312026-05-13

ENB Enbridge Inc216 sharesnew addition2026-03-312026-05-13

UNH UnitedHealth Group Inc41 sharesnew addition2026-03-312026-05-13

DLR Digital Realty Trust Inc61 sharesnew addition2026-03-312026-05-13

UPS United Parcel Service Inc100 sharesnew addition2026-03-312026-05-13

NML Neuberger Energy Infrastructur885 sharesnew addition2026-03-312026-05-13

Sponsored

COWZ Pacer US Cash Cows 100 ETF145 sharesnew addition2026-03-312026-05-13

OEF iShares S&P 100 ETF28 sharesnew addition2026-03-312026-05-13

HYLS First Trust Tactical High Yiel218 sharesnew addition2026-03-312026-05-13

IMCG iShares Morningstar Mid-Cap Gr105 sharesnew addition2026-03-312026-05-13

DEO Diageo PLC100 sharesnew addition2026-03-312026-05-13

GUNR FlexShares Morningstar Global133 sharesnew addition2026-03-312026-05-13

PDBC Invesco Optimum Yield Diversif404 sharesnew addition2026-03-312026-05-13

WTMF WisdomTree Managed Futures Str172 sharesnew addition2026-03-312026-05-13

Sponsored

MNA NYLI Merger Arbitrage ETF182 sharesnew addition2026-03-312026-05-13

PBP Invesco S&P 500 BuyWrite ETF272 sharesnew addition2026-03-312026-05-13

Alerian MLP ETF Alerian MLP ETF76 sharesnew addition2026-03-312026-05-13

SOLV Solventum Corp59 sharesnew addition2026-03-312026-05-13

FNDC Schwab Fundamental Internation42 sharesnew addition2026-03-312026-05-13

GTEK The Goldman Sachs Future Tech44 sharesnew addition2026-03-312026-05-13

VEA Vanguard FTSE Developed Market27 sharesnew addition2026-03-312026-05-13

VFH Vanguard Financials ETF9 sharesnew addition2026-03-312026-05-13

Sponsored

VOE Vanguard Mid-Cap Value ETF3 sharesnew addition2026-03-312026-05-13

VOT Vanguard Mid-Cap Growth ETF2 sharesnew addition2026-03-312026-05-13

BIL State Street SPDR Bloomberg 1-1 sharesnew addition2026-03-312026-05-13

JPC

Nuveen Preferred & Income Oppo

0.00%

Shares440.0K

Event2026-03-31

Filed2026-05-13

TIP

iShares TIPS Bond ETF

New

Shares20.3K

Event2026-03-31

Filed2026-05-13

VCSH

Vanguard Short-Term Corporate

New

Shares25.6K

Event2026-03-31

Filed2026-05-13

VCIT

Vanguard Intermediate-Term Cor

New

Shares22.7K

Event2026-03-31

Filed2026-05-13

BSV

Vanguard Short-Term Bond ETF

New

Shares22.1K

Event2026-03-31

Filed2026-05-13

VMBS

Vanguard Mortgage-Backed Secur

New

Shares36.6K

Event2026-03-31

Filed2026-05-13

JPLD

JPMorgan Limited Duration Bond

New

Shares28.4K

Event2026-03-31

Filed2026-05-13

IGSB

iShares 1-5 Year Investment Gr

New

Shares20.8K

Event2026-03-31

Filed2026-05-13

SCHF

Schwab International Equity ET

New

Shares35.8K

Event2026-03-31

Filed2026-05-13

Invesco QQQ Trust Series 1

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

SPYG

State Street SPDR Portfolio S&

New

Shares8.7K

Event2026-03-31

Filed2026-05-13

SPTS

State Street SPDR Portfolio Sh

New

Shares23.5K

Event2026-03-31

Filed2026-05-13

SPYM

State Street SPDR Portfolio S&

New

Shares7.6K

Event2026-03-31

Filed2026-05-13

FPEI

First Trust Institutional Pref

New

Shares29.7K

Event2026-03-31

Filed2026-05-13

IVE

iShares S&P 500 Value ETF

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

VFLO

VictoryShares Free Cash Flow E

New

Shares11.7K

Event2026-03-31

Filed2026-05-13

QQQM

Invesco Nasdaq 100 ETF

New

Shares1.9K

Event2026-03-31

Filed2026-05-13

GFLW

VictoryShares Free Cash Flow G

New

Shares16.1K

Event2026-03-31

Filed2026-05-13

IWR

iShares Russell Mid-Cap ETF

New

Shares4.3K

Event2026-03-31

Filed2026-05-13

GOVT

iShares U.S. Treasury Bond ETF

New

Shares15.9K

Event2026-03-31

Filed2026-05-13

MBB

iShares MBS ETF

New

Shares3.4K

Event2026-03-31

Filed2026-05-13

AAPL

Apple Inc

New

Shares1.2K

Event2026-03-31

Filed2026-05-13

IVV

iShares Core S&P 500 ETF

New

Shares448

Event2026-03-31

Filed2026-05-13

BND

Vanguard Total Bond Market ETF

New

Shares4.0K

Event2026-03-31

Filed2026-05-13

EFV

iShares MSCI EAFE Value ETF

New

Shares3.6K

Event2026-03-31

Filed2026-05-13

AGG

iShares Core U.S. Aggregate Bo

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

EMXC

iShares MSCI Emerging Markets

New

Shares3.0K

Event2026-03-31

Filed2026-05-13

Vanguard S&P 500 ETF

New

Shares354

Event2026-03-31

Filed2026-05-13

QUAL

iShares MSCI USA Quality Facto

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

SPY

State Street SPDR S&P 500 ETF

New

Shares277

Event2026-03-31

Filed2026-05-13

DFAE

Dimensional Emerging Core Equi

New

Shares5.0K

Event2026-03-31

Filed2026-05-13

CGIB

Capital Group International Bo

New

Shares6.3K

Event2026-03-31

Filed2026-05-13

QLTA

iShares Aaa - A Rated Corporat

New

Shares3.3K

Event2026-03-31

Filed2026-05-13

XLF

State Street Financial Select

New

Shares3.1K

Event2026-03-31

Filed2026-05-13

PPA

Invesco Aerospace & Defense ET

New

Shares846

Event2026-03-31

Filed2026-05-13

JTEK

JPMorgan US Tech Leaders ETF

New

Shares1.7K

Event2026-03-31

Filed2026-05-13

MSFT

Microsoft Corp

New

Shares349

Event2026-03-31

Filed2026-05-13

Vanguard Small-Cap ETF

New

Shares492

Event2026-03-31

Filed2026-05-13

DIA

State Street SPDR Dow Jones In

New

Shares277

Event2026-03-31

Filed2026-05-13

BINC

iShares Flexible Income Active

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

WMT

Walmart Inc

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

JPM

JPMorgan Chase & Co

New

Shares418

Event2026-03-31

Filed2026-05-13

JNJ

Johnson & Johnson

New

Shares503

Event2026-03-31

Filed2026-05-13

DFIS

Dimensional International Smal

New

Shares3.4K

Event2026-03-31

Filed2026-05-13

VOOG

Vanguard S&P 500 Growth ETF

New

Shares234

Event2026-03-31

Filed2026-05-13

CAT

Caterpillar Inc

New

Shares125

Event2026-03-31

Filed2026-05-13

Pacific NoS Global EM Equity A

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

Philip Morris International In

New

Shares475

Event2026-03-31

Filed2026-05-13

SPMD

State Street SPDR Portfolio S&

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

VTV

Vanguard Value ETF

New

Shares326

Event2026-03-31

Filed2026-05-13

XOM

Exxon Mobil Corp

New

Shares339

Event2026-03-31

Filed2026-05-13

Berkshire Hathaway Inc

New

Shares119

Event2026-03-31

Filed2026-05-13

PSX

Phillips 66

New

Shares312

Event2026-03-31

Filed2026-05-13

PEP

PepsiCo Inc

New

Shares358

Event2026-03-31

Filed2026-05-13

Coca-Cola Co/The

New

Shares717

Event2026-03-31

Filed2026-05-13

Verizon Communications Inc

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

CSCO

Cisco Systems Inc

New

Shares670

Event2026-03-31

Filed2026-05-13

CVX

Chevron Corp

New

Shares243

Event2026-03-31

Filed2026-05-13

Seagate Technology Holdings PL

New

Shares122

Event2026-03-31

Filed2026-05-13

MCD

McDonald's Corp

New

Shares151

Event2026-03-31

Filed2026-05-13

Colgate-Palmolive Co

New

Shares548

Event2026-03-31

Filed2026-05-13

Waste Management Inc

New

Shares200

Event2026-03-31

Filed2026-05-13

BNDX

Vanguard Total International B

New

Shares950

Event2026-03-31

Filed2026-05-13

Procter & Gamble Co/The

New

Shares314

Event2026-03-31

Filed2026-05-13

EPI

WisdomTree India Earnings Fund

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

JPST

JPMorgan Ultra-Short Income ET

New

Shares862

Event2026-03-31

Filed2026-05-13

Blackrock Inc

New

Shares45

Event2026-03-31

Filed2026-05-13

RTX

RTX Corp

New

Shares214

Event2026-03-31

Filed2026-05-13

Alphabet Inc

New

Shares142

Event2026-03-31

Filed2026-05-13

TJX

TJX Cos Inc/The

New

Shares249

Event2026-03-31

Filed2026-05-13

Altria Group Inc

New

Shares600

Event2026-03-31

Filed2026-05-13

JCPB

JPMorgan Core Plus Bond ETF

New

Shares794

Event2026-03-31

Filed2026-05-13

VLUE

iShares MSCI USA Value Factor

New

Shares253

Event2026-03-31

Filed2026-05-13

FNDF

Schwab Fundamental Internation

New

Shares732

Event2026-03-31

Filed2026-05-13

VWO

Vanguard FTSE Emerging Markets

New

Shares659

Event2026-03-31

Filed2026-05-13

NEE

NextEra Energy Inc

New

Shares369

Event2026-03-31

Filed2026-05-13

MMM

3M Co

New

Shares233

Event2026-03-31

Filed2026-05-13

FDX

FedEx Corp

New

Shares95

Event2026-03-31

Filed2026-05-13

CMS

CMS Energy Corp

New

Shares420

Event2026-03-31

Filed2026-05-13

AFL

Aflac Inc

New

Shares294

Event2026-03-31

Filed2026-05-13

Chubb Ltd

New

Shares97

Event2026-03-31

Filed2026-05-13

ABBV

AbbVie Inc

New

Shares145

Event2026-03-31

Filed2026-05-13

EMR

Emerson Electric Co

New

Shares240

Event2026-03-31

Filed2026-05-13

VUG

Vanguard Growth ETF

New

Shares70

Event2026-03-31

Filed2026-05-13

VRIG

Invesco Variable Rate Investme

New

Shares1.2K

Event2026-03-31

Filed2026-05-13

AVDE

Avantis International Equity E

New

Shares354

Event2026-03-31

Filed2026-05-13

Merck & Co Inc

New

Shares241

Event2026-03-31

Filed2026-05-13

EFG

iShares MSCI EAFE Growth ETF

New

Shares254

Event2026-03-31

Filed2026-05-13

SPHQ

Invesco Exchange-Traded Fund T

New

Shares375

Event2026-03-31

Filed2026-05-13

ITW

Illinois Tool Works Inc

New

Shares107

Event2026-03-31

Filed2026-05-13

HON

Honeywell International Inc

New

Shares123

Event2026-03-31

Filed2026-05-13

VIG

Vanguard Dividend Appreciation

New

Shares129

Event2026-03-31

Filed2026-05-13

SPSM

State Street SPDR Portfolio S&

New

Shares573

Event2026-03-31

Filed2026-05-13

Linde PLC

New

Shares53

Event2026-03-31

Filed2026-05-13

IEFA

iShares Core MSCI EAFE ETF

New

Shares284

Event2026-03-31

Filed2026-05-13

TOTL

State Street DoubleLine Total

New

Shares643

Event2026-03-31

Filed2026-05-13

VTI

Vanguard Total Stock Market ET

New

Shares79

Event2026-03-31

Filed2026-05-13

VYM

Vanguard High Dividend Yield E

New

Shares171

Event2026-03-31

Filed2026-05-13

ORCL

Oracle Corp

New

Shares169

Event2026-03-31

Filed2026-05-13

LOW

Lowe's Cos Inc

New

Shares105

Event2026-03-31

Filed2026-05-13

WMB

Williams Cos Inc/The

New

Shares324

Event2026-03-31

Filed2026-05-13

NVS

Novartis AG

New

Shares153

Event2026-03-31

Filed2026-05-13

Home Depot Inc/The

New

Shares71

Event2026-03-31

Filed2026-05-13

PSA

Public Storage

New

Shares84

Event2026-03-31

Filed2026-05-13

CMI

Cummins Inc

New

Shares42

Event2026-03-31

Filed2026-05-13

IBM

New

Shares91

Event2026-03-31

Filed2026-05-13

TFC

Truist Financial Corp

New

Shares444

Event2026-03-31

Filed2026-05-13

ICSH

iShares Ultra Short Duration B

New

Shares401

Event2026-03-31

Filed2026-05-13

ADP

Automatic Data Processing Inc

New

Shares99

Event2026-03-31

Filed2026-05-13

PAYX

Paychex Inc

New

Shares210

Event2026-03-31

Filed2026-05-13

COST

Costco Wholesale Corp

New

Shares19

Event2026-03-31

Filed2026-05-13

MPC

Marathon Petroleum Corp

New

Shares77

Event2026-03-31

Filed2026-05-13

DTE

DTE Energy Co

New

Shares125

Event2026-03-31

Filed2026-05-13

APD

Air Products and Chemicals Inc

New

Shares60

Event2026-03-31

Filed2026-05-13

AVUV

Avantis U.S. Small Cap Value E

New

Shares156

Event2026-03-31

Filed2026-05-13

CIBR

First Trust NASDAQ Cybersecuri

New

Shares265

Event2026-03-31

Filed2026-05-13

SHY

iShares 1-3 Year Treasury Bond

New

Shares196

Event2026-03-31

Filed2026-05-13

OKE

ONEOK Inc

New

Shares176

Event2026-03-31

Filed2026-05-13

SLYG

State Street SPDR S&P 600 Smal

New

Shares164

Event2026-03-31

Filed2026-05-13

ABT

Abbott Laboratories

New

Shares154

Event2026-03-31

Filed2026-05-13

Accenture PLC

New

Shares79

Event2026-03-31

Filed2026-05-13

GIS

General Mills Inc

New

Shares411

Event2026-03-31

Filed2026-05-13

Duke Energy Corp

New

Shares116

Event2026-03-31

Filed2026-05-13

CMCSA

Comcast Corp

New

Shares509

Event2026-03-31

Filed2026-05-13

DHR

Danaher Corp

New

Shares77

Event2026-03-31

Filed2026-05-13

KMB

Kimberly-Clark Corp

New

Shares150

Event2026-03-31

Filed2026-05-13

Blackstone Inc

New

Shares125

Event2026-03-31

Filed2026-05-13

Vanguard Mid-Cap ETF

New

Shares48

Event2026-03-31

Filed2026-05-13

STWD

Starwood Property Trust Inc

New

Shares766

Event2026-03-31

Filed2026-05-13

CLX

Clorox Co/The

New

Shares125

Event2026-03-31

Filed2026-05-13

LMT

Lockheed Martin Corp

New

Shares21

Event2026-03-31

Filed2026-05-13

ENB

Enbridge Inc

New

Shares216

Event2026-03-31

Filed2026-05-13

UNH

UnitedHealth Group Inc

New

Shares41

Event2026-03-31

Filed2026-05-13

DLR

Digital Realty Trust Inc

New

Shares61

Event2026-03-31

Filed2026-05-13

UPS

United Parcel Service Inc

New

Shares100

Event2026-03-31

Filed2026-05-13

NML

Neuberger Energy Infrastructur

New

Shares885

Event2026-03-31

Filed2026-05-13

COWZ

Pacer US Cash Cows 100 ETF

New

Shares145

Event2026-03-31

Filed2026-05-13

OEF

iShares S&P 100 ETF

New

Shares28

Event2026-03-31

Filed2026-05-13

HYLS

First Trust Tactical High Yiel

New

Shares218

Event2026-03-31

Filed2026-05-13

IMCG

iShares Morningstar Mid-Cap Gr

New

Shares105

Event2026-03-31

Filed2026-05-13

DEO

Diageo PLC

New

Shares100

Event2026-03-31

Filed2026-05-13

GUNR

FlexShares Morningstar Global

New

Shares133

Event2026-03-31

Filed2026-05-13

PDBC

Invesco Optimum Yield Diversif

New

Shares404

Event2026-03-31

Filed2026-05-13

WTMF

WisdomTree Managed Futures Str

New

Shares172

Event2026-03-31

Filed2026-05-13

MNA

NYLI Merger Arbitrage ETF

New

Shares182

Event2026-03-31

Filed2026-05-13

PBP

Invesco S&P 500 BuyWrite ETF

New

Shares272

Event2026-03-31

Filed2026-05-13

Alerian MLP ETF

New

Shares76

Event2026-03-31

Filed2026-05-13

SOLV

Solventum Corp

New

Shares59

Event2026-03-31

Filed2026-05-13

FNDC

Schwab Fundamental Internation

New

Shares42

Event2026-03-31

Filed2026-05-13

GTEK

The Goldman Sachs Future Tech

New

Shares44

Event2026-03-31

Filed2026-05-13

VEA

Vanguard FTSE Developed Market

New

Shares27

Event2026-03-31

Filed2026-05-13

VFH

Vanguard Financials ETF

New

Shares9

Event2026-03-31

Filed2026-05-13

VOE

Vanguard Mid-Cap Value ETF

New

Shares3

Event2026-03-31

Filed2026-05-13

VOT

Vanguard Mid-Cap Growth ETF

New

Shares2

Event2026-03-31

Filed2026-05-13

BIL

State Street SPDR Bloomberg 1-

New

Shares1

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available