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The Analysis of Red Door Wealth Management, LLC's Holdings & P&L

Currently, Red Door Wealth Management, LLC holds 306 types of securities in its portfolio with a total value $961.5M. In the most recent quarter, they have increased their positions in JMST (+160.5K shares, valued at $8.2M), EAGL (+64.8K shares, valued at $2.0M), N/A (+7.4K shares, valued at $1.4M); decreased their positions in SCHX (-53.8K shares, valued at $1.4M), SCHD (-11.2K shares, valued at $342.9K), N/A (-1.2K shares, valued at $332.2K); initiated new positions in IEF (+5.2K shares, valued at $496.4K), SPSB (+11.2K shares, valued at $336.8K), GOVT (+13.1K shares, valued at $301.0K).

1M P&L

+38.3M+4.71%

3M P&L

+43.7M+5.40%

HY P&L

+74.8M+9.63%

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/A201.0M

25.8%

2Semiconductors59.1M

7.6%

3Drug Manufacturers - General44.5M

5.7%

Top Industries by Stock Count

1N/A79 stocks

28.7%

2Software - Application10 stocks

3.6%

3Drug Manufacturers - General9 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.9M shares-2.71%2026-03-312026-04-22

NVDA NVIDIA CORPORATION261.0K shares0.12%2026-03-312026-04-22

AAPL APPLE INC160.6K shares-0.35%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL83.6K shares0.54%2026-03-312026-04-22

EAGL 2023 ETF SERIES TRUST1.1M shares6.08%2026-03-312026-04-22

ALPHABET INC ALPHABET INC119.5K shares-0.96%2026-03-312026-04-22

AMZN AMAZON COM INC132.7K shares1.66%2026-03-312026-04-22

MSFT MICROSOFT CORP70.3K shares1.59%2026-03-312026-04-22

Sponsored

JPM JPMORGAN CHASE & CO83.1K shares1.18%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS36.0K shares1.95%2026-03-312026-04-22

WMT WALMART INC158.1K shares0.11%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC104.5K shares1.33%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION16.8K shares-0.59%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON65.7K shares0.39%2026-03-312026-04-22

META META PLATFORMS INC25.9K shares1.75%2026-03-312026-04-22

CVX CHEVRON CORPORATION71.1K shares1.28%2026-03-312026-04-22

Sponsored

IVV ISHARES TR22.5K shares2.00%2026-03-312026-04-22

V VISA INC47.9K shares0.77%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC114.7K shares2.27%2026-03-312026-04-22

FDX FEDEX CORP35.3K shares-1.12%2026-03-312026-04-22

AZO AUTOZONE INC3.7K shares-0.11%2026-03-312026-04-22

AMGN AMGEN INC33.6K shares0.74%2026-03-312026-04-22

BROADCOM INC BROADCOM INC37.0K shares3.59%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR18.7K shares-0.62%2026-03-312026-04-22

Sponsored

HD HOME DEPOT INC32.4K shares1.47%2026-03-312026-04-22

TDG TRANSDIGM GROUP INC9.1K shares1.21%2026-03-312026-04-22

ABBV ABBVIE INC47.9K shares1.69%2026-03-312026-04-22

WM WASTE MGMT INC DEL43.0K shares1.87%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP15.1K shares1.84%2026-03-312026-04-22

ASML ASML HLDG NV6.9K shares0.47%2026-03-312026-04-22

JMST J P MORGAN EXCHANGE TRADED F175.2K shares1092.23%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC77.7K shares1.13%2026-03-312026-04-22

Sponsored

XOM EXXON MOBIL CORP48.8K shares1.72%2026-03-312026-04-22

PG PROCTER & GAMBLE CO52.4K shares3.92%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW57.7K shares1.59%2026-03-312026-04-22

ALPHABET INC ALPHABET INC26.3K shares-0.06%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR296.5K shares3.28%2026-03-312026-04-22

DAR DARLING INGREDIENTS INC120.1K shares-1.55%2026-03-312026-04-22

QCOM QUALCOMM INC57.2K shares0.10%2026-03-312026-04-22

GLD SPDR GOLD TR17.0K shares23.27%2026-03-312026-04-22

Sponsored

SNPS SYNOPSYS INC17.2K shares1.51%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC129.3K shares6.35%2026-03-312026-04-22

PEP PEPSICO INC40.9K shares-2.78%2026-03-312026-04-22

PLD PROLOGIS INC.46.7K shares0.65%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC22.6K shares5.52%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR186.5K shares-5.66%2026-03-312026-04-22

LEN.B LENNAR CORP64.8K shares-1.30%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR59.4K shares6.10%2026-03-312026-04-22

Sponsored

NOW SERVICENOW INC49.9K shares-4.16%2026-03-312026-04-22

BARRICK MNG CORP BARRICK MNG CORP123.7K shares1.25%2026-03-312026-04-22

GBTC GRAYSCALE BITCOIN TRUST ETF95.6K shares-0.08%2026-03-312026-04-22

CRM SALESFORCE INC25.3K shares-1.40%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC13.5K shares-1.51%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T6.9K shares6.80%2026-03-312026-04-22

MAA MID-AMER APT CMNTYS INC35.8K shares-0.00%2026-03-312026-04-22

VTI VANGUARD INDEX FDS13.0K shares1.41%2026-03-312026-04-22

Sponsored

T AT&T INC141.5K shares33.03%2026-03-312026-04-22

PHYS SPROTT ASSET MANAGEMENT LP114.9K shares0.00%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST48.7K shares0.00%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC20.3K shares5.77%2026-03-312026-04-22

AMT AMERICAN TOWER CORP18.6K shares2.00%2026-03-312026-04-22

LLY ELI LILLY & CO3.3K shares1.03%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF79.7K shares-2.56%2026-03-312026-04-22

ROP ROPER TECHNOLOGIES INC8.3K shares1.50%2026-03-312026-04-22

Sponsored

VIOV VANGUARD ADMIRAL FDS INC28.0K shares0.21%2026-03-312026-04-22

NFLX NETFLIX INC.29.4K shares2.28%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC17.0K shares4.45%2026-03-312026-04-22

TSLA TESLA INC7.5K shares0.27%2026-03-312026-04-22

HCA HCA HEALTHCARE INC5.9K shares0.03%2026-03-312026-04-22

ADBE ADOBE INC11.3K shares0.98%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO9.1K shares3.49%2026-03-312026-04-22

MCD MCDONALDS CORP8.0K shares0.02%2026-03-312026-04-22

Sponsored

GLW CORNING INC18.1K shares0.18%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR99.5K shares4.24%2026-03-312026-04-22

SO SOUTHERN CO25.5K shares0.61%2026-03-312026-04-22

RTX RTX CORPORATION12.7K shares6.70%2026-03-312026-04-22

PYPL PAYPAL HLDGS INC52.4K shares2.97%2026-03-312026-04-22

FNDB SCHWAB STRATEGIC TR86.7K shares0.00%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR75.4K shares-6.08%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 403.5K shares0.14%2026-03-312026-04-22

Sponsored

FTAI AVIATION LTD FTAI AVIATION LTD8.4K shares-4.45%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L53.2K shares1.14%2026-03-312026-04-22

ORCL ORACLE CORP13.6K shares8.52%2026-03-312026-04-22

BIL SPDR SERIES TRUST21.5K shares1.72%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP8.9K shares12.88%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC1.9K shares6.38%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS12.4K shares0.48%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.2K shares403.44%2026-03-312026-04-22

Sponsored

LOW LOWES COS INC7.4K shares-1.15%2026-03-312026-04-22

GEV GE VERNOVA INC1.8K shares0.57%2026-03-312026-04-22

ORLY OREILLY AUTOMOTIVE INC16.2K shares0.14%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR11.0K shares-5.65%2026-03-312026-04-22

MO ALTRIA GROUP INC20.9K shares36.12%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F24.5K shares0.34%2026-03-312026-04-22

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET43.7K shares48.89%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS5.4K shares1.51%2026-03-312026-04-22

Sponsored

ABT ABBOTT LABORATORIES12.6K shares0.35%2026-03-312026-04-22

OKE ONEOK INC NEW14.3K shares0.08%2026-03-312026-04-22

VXUS VANGUARD STAR FDS16.2K shares0.17%2026-03-312026-04-22

CAT CATERPILLAR INC1.7K shares0.12%2026-03-312026-04-22

RF REGIONS FINANCIAL CORP NEW44.3K shares47.18%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC1.3K shares0.15%2026-03-312026-04-22

CUBE CUBESMART30.0K shares0.00%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC2.2K shares1.21%2026-03-312026-04-22

Sponsored

CSCO CISCO SYS INC13.6K shares19.30%2026-03-312026-04-22

KO COCA COLA CO13.7K shares1.25%2026-03-312026-04-22

COP CONOCOPHILLIPS7.4K shares0.18%2026-03-312026-04-22

GILD GILEAD SCIENCES INC7.0K shares-0.06%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR31.4K shares0.17%2026-03-312026-04-22

SFBS SERVISFIRST BANCSHARES INC12.7K shares-1.21%2026-03-312026-04-22

VGT VANGUARD WORLD FD1.3K shares0.08%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO14.6K shares-0.61%2026-03-312026-04-22

Sponsored

MSI MOTOROLA SOLUTIONS INC2.0K shares0.05%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.6K shares-0.04%2026-03-312026-04-22

FHN FIRST HORIZON CORPORATION38.2K shares0.91%2026-03-312026-04-22

VV VANGUARD INDEX FDS2.9K shares-5.41%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC2.2K shares5.16%2026-03-312026-04-22

LFUS LITTELFUSE INC2.5K shares0.00%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP7.1K shares26.98%2026-03-312026-04-22

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC7.6K shares0.67%2026-03-312026-04-22

Sponsored

HYG ISHARES TR10.6K shares5.75%2026-03-312026-04-22

SCHA SCHWAB STRATEGIC TR28.9K shares-0.73%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE3.0K shares1.13%2026-03-312026-04-22

HON HONEYWELL INTL INC3.7K shares-0.16%2026-03-312026-04-22

VO VANGUARD INDEX FDS2.9K shares5.54%2026-03-312026-04-22

VLO VALERO ENERGY CORP3.4K shares0.12%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC2.3K shares19.19%2026-03-312026-04-22

PGR PROGRESSIVE CORP4.1K shares37.47%2026-03-312026-04-22

Sponsored

BP BP PLC17.2K shares5.41%2026-03-312026-04-22

ETR ENTERGY CORP NEW7.0K shares35.97%2026-03-312026-04-22

VTV VANGUARD INDEX FDS3.9K shares0.05%2026-03-312026-04-22

TXN TEXAS INSTRS INC3.8K shares0.32%2026-03-312026-04-22

MTG MGIC INVT CORP WIS28.0K shares0.00%2026-03-312026-04-22

MA MASTERCARD INCORPORATED1.5K shares7.01%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-22

TLN TALEN ENERGY CORP2.2K shares2.05%2026-03-312026-04-22

Sponsored

EMR EMERSON ELEC CO5.4K shares22.09%2026-03-312026-04-22

MS MORGAN STANLEY4.2K shares-3.93%2026-03-312026-04-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II9.2K shares0.00%2026-03-312026-04-22

TSCO TRACTOR SUPPLY CO14.2K shares0.87%2026-03-312026-04-22

TRGP TARGA RES CORP2.6K shares35.24%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC1.9K shares36.79%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F11.1K shares31.84%2026-03-312026-04-22

INTU INTUIT1.4K shares32.55%2026-03-312026-04-22

Sponsored

DHR DANAHER CORP DEL3.2K shares5.25%2026-03-312026-04-22

NUE NUCOR CORP3.6K shares-11.95%2026-03-312026-04-22

KKR & CO INC KKR & CO INC6.5K shares5.90%2026-03-312026-04-22

BAC BANK AMERICA CORP12.2K shares2.58%2026-03-312026-04-22

APH AMPHENOL CORP4.7K shares5.66%2026-03-312026-04-22

KMI KINDER MORGAN INC DEL17.8K shares0.06%2026-03-312026-04-22

SPGI S&P GLOBAL INC1.4K shares23.72%2026-03-312026-04-22

BWIN THE BALDWIN INSURANCE GRP IN27.0K shares0.00%2026-03-312026-04-22

Sponsored

DGX QUEST DIAGNOSTICS INC3.0K shares-0.23%2026-03-312026-04-22

CELC CELCUITY INC5.2K shares0.00%2026-03-312026-04-22

IJH ISHARES TR8.7K shares0.03%2026-03-312026-04-22

AMAT APPLIED MATLS INC1.7K shares-0.88%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP3.1K shares75.74%2026-03-312026-04-22

WFC WELLS FARGO & CO7.1K shares11.68%2026-03-312026-04-22

MMM 3M CO3.9K shares0.00%2026-03-312026-04-22

NVO NOVO-NORDISK A S15.0K shares2.69%2026-03-312026-04-22

Sponsored

WTRG ESSENTIAL UTILS INC13.5K shares-0.10%2026-03-312026-04-22

MINT PIMCO ETF TR5.2K shares0.08%2026-03-312026-04-22

IEFA ISHARES TR5.8K shares50.74%2026-03-312026-04-22

PFE PFIZER INC18.3K shares107.15%2026-03-312026-04-22

FTEC FIDELITY COVINGTON TRUST2.5K shares0.04%2026-03-312026-04-22

SCHE SCHWAB STRATEGIC TR15.4K shares0.00%2026-03-312026-04-22

VUG VANGUARD INDEX FDS1.2K shares1.50%2026-03-312026-04-22

SMH VANECK ETF TRUST1.3K shares2.11%2026-03-312026-04-22

Sponsored

IEF ISHARES TR5.2K sharesnew addition2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP1.7K shares-0.65%2026-03-312026-04-22

NEE NEXTERA ENERGY INC5.2K shares-2.02%2026-03-312026-04-22

LYV LIVE NATION ENTERTAINMENT IN3.2K shares0.22%2026-03-312026-04-22

MLM MARTIN MARIETTA MATLS INC818 shares-7.88%2026-03-312026-04-22

RDVY FIRST TR EXCHANGE TRADED FD7.0K shares0.00%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND1.0K shares0.00%2026-03-312026-04-22

MPC MARATHON PETE CORP1.9K shares0.00%2026-03-312026-04-22

Sponsored

BA BOEING CO2.4K shares4.93%2026-03-312026-04-22

CMI CUMMINS INC878 shares0.00%2026-03-312026-04-22

UNP UNION PAC CORP1.9K shares25.78%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC5.4K shares23.96%2026-03-312026-04-22

VSS VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-03-312026-04-22

FPI FARMLAND PARTNERS INC40.0K shares0.00%2026-03-312026-04-22

IJR ISHARES TR3.6K shares5.37%2026-03-312026-04-22

SBUX STARBUCKS CORP4.9K shares1.94%2026-03-312026-04-22

Sponsored

IWD ISHARES TR2.1K shares0.00%2026-03-312026-04-22

IWM ISHARES TR1.8K shares0.00%2026-03-312026-04-22

ET ENERGY TRANSFER L P22.4K shares0.05%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR14.6K shares0.05%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP621 shares1.80%2026-03-312026-04-22

STWD STARWOOD PPTY TR INC24.6K shares0.00%2026-03-312026-04-22

O REALTY INCOME CORP6.9K shares25.68%2026-03-312026-04-22

FNDA SCHWAB STRATEGIC TR12.8K shares-0.15%2026-03-312026-04-22

Sponsored

BTI BRITISH AMERN TOB PLC7.1K shares0.00%2026-03-312026-04-22

PSX PHILLIPS 662.3K shares2.54%2026-03-312026-04-22

IWB ISHARES TR1.1K shares0.00%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC2.7K shares1.80%2026-03-312026-04-22

FNDX SCHWAB STRATEGIC TR14.2K shares0.16%2026-03-312026-04-22

CMCSA COMCAST CORP NEW13.5K shares-6.08%2026-03-312026-04-22

USB US BANCORP7.5K shares-1.96%2026-03-312026-04-22

FCX FREEPORT MCMORAN INC6.5K shares1.31%2026-03-312026-04-22

Sponsored

TRV TRAVELERS COMPANIES INC1.3K shares1.01%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F5.1K shares5.60%2026-03-312026-04-22

PRU PRUDENTIAL FINL INC3.8K shares0.13%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC86 shares13.16%2026-03-312026-04-22

PTY PIMCO CORPORATE & INCOME OPP30.1K shares0.00%2026-03-312026-04-22

DIS DISNEY WALT CO3.7K shares-2.95%2026-03-312026-04-22

AEM AGNICO EAGLE MINES LTD1.8K shares0.00%2026-03-312026-04-22

NEM NEWMONT CORP3.3K shares0.00%2026-03-312026-04-22

Sponsored

MDLZ MONDELEZ INTL INC6.2K shares0.36%2026-03-312026-04-22

CARR CARRIER GLOBAL CORPORATION6.3K shares-5.26%2026-03-312026-04-22

ENB ENBRIDGE INC6.5K shares0.28%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP1.2K shares2.18%2026-03-312026-04-22

SHEL SHELL PLC3.6K shares-14.14%2026-03-312026-04-22

SPSB SPDR SERIES TRUST11.2K sharesnew addition2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR2.3K shares-2.72%2026-03-312026-04-22

MELI MERCADOLIBRE INC191 shares75.23%2026-03-312026-04-22

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP3.5K shares1.46%2026-03-312026-04-22

FIHL FIDELIS INSURANCE HOLDINGS L17.0K shares0.00%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC5.6K shares-0.18%2026-03-312026-04-22

KMB KIMBERLY-CLARK CORP3.3K shares10.05%2026-03-312026-04-22

IGM ISHARES TR2.7K shares0.00%2026-03-312026-04-22

RRC RANGE RES CORP7.0K shares0.00%2026-03-312026-04-22

DE DEERE & CO560 shares-1.06%2026-03-312026-04-22

Sponsored

QXO QXO INC16.0K shares3.90%2026-03-312026-04-22

MCK MCKESSON CORP353 shares-1.40%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC1.5K shares-4.12%2026-03-312026-04-22

GOVT ISHARES TR13.1K sharesnew addition2026-03-312026-04-22

TOL TOLL BROTHERS INC2.2K sharesnew addition2026-03-312026-04-22

CL COLGATE PALMOLIVE CO3.5K shares0.00%2026-03-312026-04-22

SCHK SCHWAB STRATEGIC TR9.5K shares-0.30%2026-03-312026-04-22

TJX TJX COS INC NEW1.9K shares-3.93%2026-03-312026-04-22

Sponsored

URI UNITED RENTALS INC401 shares8.97%2026-03-312026-04-22

SAP SAP SE1.7K shares77.89%2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP1.1K shares0.00%2026-03-312026-04-22

WMB WILLIAMS COS INC4.0K sharesnew addition2026-03-312026-04-22

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC4.0K shares-1.26%2026-03-312026-04-22

CAH CARDINAL HEALTH INC1.3K shares0.60%2026-03-312026-04-22

IBB ISHARES TR1.7K shares0.06%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC2.1K shares4.60%2026-03-312026-04-22

Sponsored

UHAL.B U HAUL HOLDING COMPANY6.2K shares0.00%2026-03-312026-04-22

ES EVERSOURCE ENERGY3.8K shares0.05%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares-13.88%2026-03-312026-04-22

CVS CVS HEALTH CORP3.7K shares1.27%2026-03-312026-04-22

FTNT FORTINET INC3.2K shares-1.42%2026-03-312026-04-22

BDX BECTON DICKINSON & CO1.7K shares56.46%2026-03-312026-04-22

COIN COINBASE GLOBAL INC1.5K shares1.29%2026-03-312026-04-22

VGK VANGUARD INTL EQUITY INDEX F3.1K shares-6.18%2026-03-312026-04-22

Sponsored

UGI UGI CORP NEW7.0K shares0.00%2026-03-312026-04-22

SPTM SPDR SERIES TRUST3.2K shares0.31%2026-03-312026-04-22

SLV ISHARES SILVER TR3.7K sharesnew addition2026-03-312026-04-22

PFFA ETFIS SER TR I12.4K shares2.47%2026-03-312026-04-22

DJT TRUMP MEDIA & TECHNOLOGY GRO27.1K shares0.00%2026-03-312026-04-22

PHM PULTE GROUP INC2.1K shares0.00%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR4.1K sharesnew addition2026-03-312026-04-22

KLAC KLA CORP169 sharesnew addition2026-03-312026-04-22

Sponsored

PAYX PAYCHEX INC2.7K shares5.99%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS3.8K shares1.97%2026-03-312026-04-22

ADM ARCHER DANIELS MIDLAND CO3.3K sharesnew addition2026-03-312026-04-22

WTW WILLIS TOWERS WATSON PLC LTD824 shares-2.02%2026-03-312026-04-22

VBR VANGUARD INDEX FDS1.1K shares0.18%2026-03-312026-04-22

ED CONSOLIDATED EDISON INC2.1K sharesnew addition2026-03-312026-04-22

CSX CSX CORP5.8K shares0.33%2026-03-312026-04-22

KRUS KURA SUSHI USA INC3.4K sharesnew addition2026-03-312026-04-22

Sponsored

SPYG SPDR SERIES TRUST2.4K shares15.21%2026-03-312026-04-22

WDAY WORKDAY INC1.8K shares10.37%2026-03-312026-04-22

CASY CASEYS GEN STORES INC319 sharesnew addition2026-03-312026-04-22

EG EVEREST GROUP LTD707 shares3.97%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS1.1K shares-4.72%2026-03-312026-04-22

LQD ISHARES TR2.1K sharesnew addition2026-03-312026-04-22

VHT VANGUARD WORLD FD844 shares0.00%2026-03-312026-04-22

ELV ELEVANCE HEALTH INC FORMERLY785 shares-0.13%2026-03-312026-04-22

Sponsored

TGT TARGET CORP1.9K sharesnew addition2026-03-312026-04-22

NVS NOVARTIS AG1.5K sharesnew addition2026-03-312026-04-22

EBAY EBAY INC.2.5K sharesnew addition2026-03-312026-04-22

VXF VANGUARD INDEX FDS1.1K shares0.09%2026-03-312026-04-22

SAIC SCIENCE APPLICATIONS INTL CO2.4K sharesnew addition2026-03-312026-04-22

LNG CHENIERE ENERGY INC789 sharesnew addition2026-03-312026-04-22

TFIN TRIUMPH FINANCIAL INC3.7K shares0.00%2026-03-312026-04-22

BRO BROWN & BROWN INC3.4K shares13.21%2026-03-312026-04-22

Sponsored

CITIGROUP INC CITIGROUP INC1.9K shares-2.22%2026-03-312026-04-22

SYK STRYKER CORPORATION664 shares-9.04%2026-03-312026-04-22

RL RALPH LAUREN CORP621 sharesnew addition2026-03-312026-04-22

LEN LENNAR CORP2.5K shares0.41%2026-03-312026-04-22

AER AERCAP HOLDINGS NV1.6K shares-24.26%2026-03-312026-04-22

MSTR STRATEGY INC1.7K shares0.00%2026-03-312026-04-22

EQT CORP EQT CORP3.3K sharesnew addition2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2026-03-312026-04-22

Sponsored

IYY ISHARES TR1.3K shares-0.38%2026-03-312026-04-22

NEU NEWMARKET CORP326 shares0.00%2026-03-312026-04-22

IGSB ISHARES TR4.0K shares0.00%2026-03-312026-04-22

DOW DOW HLDGS INC5.0K sharesnew addition2026-03-312026-04-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL523 sharesnew addition2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS4.5K sharesnew addition2026-03-312026-04-22

IWY ISHARES TR819 shares0.00%2026-03-312026-04-22

FNDF SCHWAB STRATEGIC TR4.1K sharesnew addition2026-03-312026-04-22

Sponsored

AA ALCOA CORP3.1K sharesnew addition2026-03-312026-04-22

KD KYNDRYL HLDGS INC14.3K shares62.97%2026-03-312026-04-22

ETHE GRAYSCALE ETHEREUM STAKING E10.7K shares-2.20%2026-03-312026-04-22

RKT ROCKET COS INC11.1K shares6.69%2026-03-312026-04-22

SOFI SOFI TECHNOLOGIES INC8.6K sharesnew addition2026-03-312026-04-22

WEST WESTROCK COFFEE CO28.0K shares7.69%2026-03-312026-04-22

CYH COMMUNITY HEALTH SYS INC NEW39.0K shares0.00%2026-03-312026-04-22

ABEV AMBEV SA19.0K shares0.00%2026-03-312026-04-22

Sponsored

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC27.1K shares0.00%2026-03-312026-04-22

HRTX HERON THERAPEUTICS INC18.9K shares81.73%2026-03-312026-04-22

SCHX

SCHWAB STRATEGIC TR

-2.71%

Shares1.9M

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.12%

Shares261.0K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.35%

Shares160.6K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.54%

Shares83.6K

Event2026-03-31

Filed2026-04-22

EAGL

2023 ETF SERIES TRUST

6.08%

Shares1.1M

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-0.96%

Shares119.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

1.66%

Shares132.7K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

1.59%

Shares70.3K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

1.18%

Shares83.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

1.95%

Shares36.0K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.11%

Shares158.1K

Event2026-03-31

Filed2026-04-22

DELL

DELL TECHNOLOGIES INC

1.33%

Shares104.5K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

-0.59%

Shares16.8K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

0.39%

Shares65.7K

Event2026-03-31

Filed2026-04-22

META

META PLATFORMS INC

1.75%

Shares25.9K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

1.28%

Shares71.1K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

2.00%

Shares22.5K

Event2026-03-31

Filed2026-04-22

VISA INC

0.77%

Shares47.9K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

2.27%

Shares114.7K

Event2026-03-31

Filed2026-04-22

FDX

FEDEX CORP

-1.12%

Shares35.3K

Event2026-03-31

Filed2026-04-22

AZO

AUTOZONE INC

-0.11%

Shares3.7K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

0.74%

Shares33.6K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

3.59%

Shares37.0K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-0.62%

Shares18.7K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

1.47%

Shares32.4K

Event2026-03-31

Filed2026-04-22

TDG

TRANSDIGM GROUP INC

1.21%

Shares9.1K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

1.69%

Shares47.9K

Event2026-03-31

Filed2026-04-22

WASTE MGMT INC DEL

1.87%

Shares43.0K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

1.84%

Shares15.1K

Event2026-03-31

Filed2026-04-22

ASML

ASML HLDG NV

0.47%

Shares6.9K

Event2026-03-31

Filed2026-04-22

JMST

J P MORGAN EXCHANGE TRADED F

1092.23%

Shares175.2K

Event2026-03-31

Filed2026-04-22

BLACKSTONE INC

1.13%

Shares77.7K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

1.72%

Shares48.8K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

3.92%

Shares52.4K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

1.59%

Shares57.7K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-0.06%

Shares26.3K

Event2026-03-31

Filed2026-04-22

SCHB

SCHWAB STRATEGIC TR

3.28%

Shares296.5K

Event2026-03-31

Filed2026-04-22

DAR

DARLING INGREDIENTS INC

-1.55%

Shares120.1K

Event2026-03-31

Filed2026-04-22

QCOM

QUALCOMM INC

0.10%

Shares57.2K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

23.27%

Shares17.0K

Event2026-03-31

Filed2026-04-22

SNPS

SYNOPSYS INC

1.51%

Shares17.2K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

6.35%

Shares129.3K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

-2.78%

Shares40.9K

Event2026-03-31

Filed2026-04-22

PLD

PROLOGIS INC.

0.65%

Shares46.7K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

5.52%

Shares22.6K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

-5.66%

Shares186.5K

Event2026-03-31

Filed2026-04-22

LEN.B

LENNAR CORP

-1.30%

Shares64.8K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

6.10%

Shares59.4K

Event2026-03-31

Filed2026-04-22

NOW

SERVICENOW INC

-4.16%

Shares49.9K

Event2026-03-31

Filed2026-04-22

BARRICK MNG CORP

1.25%

Shares123.7K

Event2026-03-31

Filed2026-04-22

GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.08%

Shares95.6K

Event2026-03-31

Filed2026-04-22

CRM

SALESFORCE INC

-1.40%

Shares25.3K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.51%

Shares13.5K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

6.80%

Shares6.9K

Event2026-03-31

Filed2026-04-22

MAA

MID-AMER APT CMNTYS INC

-0.00%

Shares35.8K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

1.41%

Shares13.0K

Event2026-03-31

Filed2026-04-22

AT&T INC

33.03%

Shares141.5K

Event2026-03-31

Filed2026-04-22

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares114.9K

Event2026-03-31

Filed2026-04-22

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares48.7K

Event2026-03-31

Filed2026-04-22

PANW

PALO ALTO NETWORKS INC

5.77%

Shares20.3K

Event2026-03-31

Filed2026-04-22

AMT

AMERICAN TOWER CORP

2.00%

Shares18.6K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

1.03%

Shares3.3K

Event2026-03-31

Filed2026-04-22

IBIT

ISHARES BITCOIN TRUST ETF

-2.56%

Shares79.7K

Event2026-03-31

Filed2026-04-22

ROP

ROPER TECHNOLOGIES INC

1.50%

Shares8.3K

Event2026-03-31

Filed2026-04-22

VIOV

VANGUARD ADMIRAL FDS INC

0.21%

Shares28.0K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

2.28%

Shares29.4K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

4.45%

Shares17.0K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

0.27%

Shares7.5K

Event2026-03-31

Filed2026-04-22

HCA

HCA HEALTHCARE INC

0.03%

Shares5.9K

Event2026-03-31

Filed2026-04-22

ADBE

ADOBE INC

0.98%

Shares11.3K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

3.49%

Shares9.1K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

0.02%

Shares8.0K

Event2026-03-31

Filed2026-04-22

GLW

CORNING INC

0.18%

Shares18.1K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

4.24%

Shares99.5K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

0.61%

Shares25.5K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

6.70%

Shares12.7K

Event2026-03-31

Filed2026-04-22

PYPL

PAYPAL HLDGS INC

2.97%

Shares52.4K

Event2026-03-31

Filed2026-04-22

FNDB

SCHWAB STRATEGIC TR

0.00%

Shares86.7K

Event2026-03-31

Filed2026-04-22

SCHM

SCHWAB STRATEGIC TR

-6.08%

Shares75.4K

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

0.14%

Shares3.5K

Event2026-03-31

Filed2026-04-22

FTAI AVIATION LTD

-4.45%

Shares8.4K

Event2026-03-31

Filed2026-04-22

EPD

ENTERPRISE PRODS PARTNERS L

1.14%

Shares53.2K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

8.52%

Shares13.6K

Event2026-03-31

Filed2026-04-22

BIL

SPDR SERIES TRUST

1.72%

Shares21.5K

Event2026-03-31

Filed2026-04-22

LAM RESEARCH CORP

12.88%

Shares8.9K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

6.38%

Shares1.9K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

0.48%

Shares12.4K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

403.44%

Shares9.2K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

-1.15%

Shares7.4K

Event2026-03-31

Filed2026-04-22

GEV

GE VERNOVA INC

0.57%

Shares1.8K

Event2026-03-31

Filed2026-04-22

ORLY

OREILLY AUTOMOTIVE INC

0.14%

Shares16.2K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

-5.65%

Shares11.0K

Event2026-03-31

Filed2026-04-22

ALTRIA GROUP INC

36.12%

Shares20.9K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

0.34%

Shares24.5K

Event2026-03-31

Filed2026-04-22

GRAYSCALE BITCOIN MINI TR ET

48.89%

Shares43.7K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

1.51%

Shares5.4K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

0.35%

Shares12.6K

Event2026-03-31

Filed2026-04-22

OKE

ONEOK INC NEW

0.08%

Shares14.3K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

0.17%

Shares16.2K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-22

REGIONS FINANCIAL CORP NEW

47.18%

Shares44.3K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

0.15%

Shares1.3K

Event2026-03-31

Filed2026-04-22

CUBE

CUBESMART

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

1.21%

Shares2.2K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

19.30%

Shares13.6K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

1.25%

Shares13.7K

Event2026-03-31

Filed2026-04-22

COP

CONOCOPHILLIPS

0.18%

Shares7.4K

Event2026-03-31

Filed2026-04-22

GILD

GILEAD SCIENCES INC

-0.06%

Shares7.0K

Event2026-03-31

Filed2026-04-22

SCHV

SCHWAB STRATEGIC TR

0.17%

Shares31.4K

Event2026-03-31

Filed2026-04-22

SFBS

SERVISFIRST BANCSHARES INC

-1.21%

Shares12.7K

Event2026-03-31

Filed2026-04-22

VGT

VANGUARD WORLD FD

0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

-0.61%

Shares14.6K

Event2026-03-31

Filed2026-04-22

MSI

MOTOROLA SOLUTIONS INC

0.05%

Shares2.0K

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

-0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-22

FHN

FIRST HORIZON CORPORATION

0.91%

Shares38.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-5.41%

Shares2.9K

Event2026-03-31

Filed2026-04-22

CRWD

CROWDSTRIKE HLDGS INC

5.16%

Shares2.2K

Event2026-03-31

Filed2026-04-22

LFUS

LITTELFUSE INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-22

BANK NEW YORK MELLON CORP

26.98%

Shares7.1K

Event2026-03-31

Filed2026-04-22

APOLLO GLOBAL MGMT INC

0.67%

Shares7.6K

Event2026-03-31

Filed2026-04-22

HYG

ISHARES TR

5.75%

Shares10.6K

Event2026-03-31

Filed2026-04-22

SCHA

SCHWAB STRATEGIC TR

-0.73%

Shares28.9K

Event2026-03-31

Filed2026-04-22

GE AEROSPACE

1.13%

Shares3.0K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

-0.16%

Shares3.7K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

5.54%

Shares2.9K

Event2026-03-31

Filed2026-04-22

VLO

VALERO ENERGY CORP

0.12%

Shares3.4K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

19.19%

Shares2.3K

Event2026-03-31

Filed2026-04-22

PGR

PROGRESSIVE CORP

37.47%

Shares4.1K

Event2026-03-31

Filed2026-04-22

BP PLC

5.41%

Shares17.2K

Event2026-03-31

Filed2026-04-22

ETR

ENTERGY CORP NEW

35.97%

Shares7.0K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

0.05%

Shares3.9K

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

0.32%

Shares3.8K

Event2026-03-31

Filed2026-04-22

MTG

MGIC INVT CORP WIS

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

7.01%

Shares1.5K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-22

TLN

TALEN ENERGY CORP

2.05%

Shares2.2K

Event2026-03-31

Filed2026-04-22

EMR

EMERSON ELEC CO

22.09%

Shares5.4K

Event2026-03-31

Filed2026-04-22

MORGAN STANLEY

-3.93%

Shares4.2K

Event2026-03-31

Filed2026-04-22

INVESCO EXCH TRADED FD TR II

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-22

TSCO

TRACTOR SUPPLY CO

0.87%

Shares14.2K

Event2026-03-31

Filed2026-04-22

TRGP

TARGA RES CORP

35.24%

Shares2.6K

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

36.79%

Shares1.9K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

31.84%

Shares11.1K

Event2026-03-31

Filed2026-04-22

INTU

INTUIT

32.55%

Shares1.4K

Event2026-03-31

Filed2026-04-22

DHR

DANAHER CORP DEL

5.25%

Shares3.2K

Event2026-03-31

Filed2026-04-22

NUE

NUCOR CORP

-11.95%

Shares3.6K

Event2026-03-31

Filed2026-04-22

KKR & CO INC

5.90%

Shares6.5K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

2.58%

Shares12.2K

Event2026-03-31

Filed2026-04-22

APH

AMPHENOL CORP

5.66%

Shares4.7K

Event2026-03-31

Filed2026-04-22

KMI

KINDER MORGAN INC DEL

0.06%

Shares17.8K

Event2026-03-31

Filed2026-04-22

SPGI

S&P GLOBAL INC

23.72%

Shares1.4K

Event2026-03-31

Filed2026-04-22

BWIN

THE BALDWIN INSURANCE GRP IN

0.00%

Shares27.0K

Event2026-03-31

Filed2026-04-22

DGX

QUEST DIAGNOSTICS INC

-0.23%

Shares3.0K

Event2026-03-31

Filed2026-04-22

CELC

CELCUITY INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

0.03%

Shares8.7K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

-0.88%

Shares1.7K

Event2026-03-31

Filed2026-04-22

COF

CAPITAL ONE FINL CORP

75.74%

Shares3.1K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

11.68%

Shares7.1K

Event2026-03-31

Filed2026-04-22

MMM

3M CO

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-22

NVO

NOVO-NORDISK A S

2.69%

Shares15.0K

Event2026-03-31

Filed2026-04-22

WTRG

ESSENTIAL UTILS INC

-0.10%

Shares13.5K

Event2026-03-31

Filed2026-04-22

MINT

PIMCO ETF TR

0.08%

Shares5.2K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

50.74%

Shares5.8K

Event2026-03-31

Filed2026-04-22

PFE

PFIZER INC

107.15%

Shares18.3K

Event2026-03-31

Filed2026-04-22

FTEC

FIDELITY COVINGTON TRUST

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-22

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

1.50%

Shares1.2K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

2.11%

Shares1.3K

Event2026-03-31

Filed2026-04-22

IEF

ISHARES TR

New

Shares5.2K

Event2026-03-31

Filed2026-04-22

NSC

NORFOLK SOUTHN CORP

-0.65%

Shares1.7K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

-2.02%

Shares5.2K

Event2026-03-31

Filed2026-04-22

LYV

LIVE NATION ENTERTAINMENT IN

0.22%

Shares3.2K

Event2026-03-31

Filed2026-04-22

MLM

MARTIN MARIETTA MATLS INC

-7.88%

Shares818

Event2026-03-31

Filed2026-04-22

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-22

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

MPC

MARATHON PETE CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

BOEING CO

4.93%

Shares2.4K

Event2026-03-31

Filed2026-04-22

CMI

CUMMINS INC

0.00%

Shares878

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

25.78%

Shares1.9K

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

23.96%

Shares5.4K

Event2026-03-31

Filed2026-04-22

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-22

FPI

FARMLAND PARTNERS INC

0.00%

Shares40.0K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

5.37%

Shares3.6K

Event2026-03-31

Filed2026-04-22

SBUX

STARBUCKS CORP

1.94%

Shares4.9K

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

ENERGY TRANSFER L P

0.05%

Shares22.4K

Event2026-03-31

Filed2026-04-22

SCHG

SCHWAB STRATEGIC TR

0.05%

Shares14.6K

Event2026-03-31

Filed2026-04-22

NOC

NORTHROP GRUMMAN CORP

1.80%

Shares621

Event2026-03-31

Filed2026-04-22

STWD

STARWOOD PPTY TR INC

0.00%

Shares24.6K

Event2026-03-31

Filed2026-04-22

REALTY INCOME CORP

25.68%

Shares6.9K

Event2026-03-31

Filed2026-04-22

FNDA

SCHWAB STRATEGIC TR

-0.15%

Shares12.8K

Event2026-03-31

Filed2026-04-22

BTI

BRITISH AMERN TOB PLC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-22

PSX

PHILLIPS 66

2.54%

Shares2.3K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

1.80%

Shares2.7K

Event2026-03-31

Filed2026-04-22

FNDX

SCHWAB STRATEGIC TR

0.16%

Shares14.2K

Event2026-03-31

Filed2026-04-22

CMCSA

COMCAST CORP NEW

-6.08%

Shares13.5K

Event2026-03-31

Filed2026-04-22

USB

US BANCORP

-1.96%

Shares7.5K

Event2026-03-31

Filed2026-04-22

FCX

FREEPORT MCMORAN INC

1.31%

Shares6.5K

Event2026-03-31

Filed2026-04-22

TRV

TRAVELERS COMPANIES INC

1.01%

Shares1.3K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

5.60%

Shares5.1K

Event2026-03-31

Filed2026-04-22

PRU

PRUDENTIAL FINL INC

0.13%

Shares3.8K

Event2026-03-31

Filed2026-04-22

BKNG

BOOKING HOLDINGS INC

13.16%

Shares86

Event2026-03-31

Filed2026-04-22

PTY

PIMCO CORPORATE & INCOME OPP

0.00%

Shares30.1K

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

-2.95%

Shares3.7K

Event2026-03-31

Filed2026-04-22

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

NEM

NEWMONT CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-22

MDLZ

MONDELEZ INTL INC

0.36%

Shares6.2K

Event2026-03-31

Filed2026-04-22

CARR

CARRIER GLOBAL CORPORATION

-5.26%

Shares6.3K

Event2026-03-31

Filed2026-04-22

ENB

ENBRIDGE INC

0.28%

Shares6.5K

Event2026-03-31

Filed2026-04-22

CEG

CONSTELLATION ENERGY CORP

2.18%

Shares1.2K

Event2026-03-31

Filed2026-04-22

SHEL

SHELL PLC

-14.14%

Shares3.6K

Event2026-03-31

Filed2026-04-22

SPSB

SPDR SERIES TRUST

New

Shares11.2K

Event2026-03-31

Filed2026-04-22

XLV

SELECT SECTOR SPDR TR

-2.72%

Shares2.3K

Event2026-03-31

Filed2026-04-22

MELI

MERCADOLIBRE INC

75.23%

Shares191

Event2026-03-31

Filed2026-04-22

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-22

SCHW

SCHWAB CHARLES CORP

1.46%

Shares3.5K

Event2026-03-31

Filed2026-04-22

FIHL

FIDELIS INSURANCE HOLDINGS L

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-22

UNILEVER PLC

-0.18%

Shares5.6K

Event2026-03-31

Filed2026-04-22

KMB

KIMBERLY-CLARK CORP

10.05%

Shares3.3K

Event2026-03-31

Filed2026-04-22

IGM

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-22

RRC

RANGE RES CORP

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-22

DEERE & CO

-1.06%

Shares560

Event2026-03-31

Filed2026-04-22

QXO

QXO INC

3.90%

Shares16.0K

Event2026-03-31

Filed2026-04-22

MCK

MCKESSON CORP

-1.40%

Shares353

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

-4.12%

Shares1.5K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

New

Shares13.1K

Event2026-03-31

Filed2026-04-22

TOL

TOLL BROTHERS INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-22

COLGATE PALMOLIVE CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-22

SCHK

SCHWAB STRATEGIC TR

-0.30%

Shares9.5K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

-3.93%

Shares1.9K

Event2026-03-31

Filed2026-04-22

URI

UNITED RENTALS INC

8.97%

Shares401

Event2026-03-31

Filed2026-04-22

SAP

SAP SE

77.89%

Shares1.7K

Event2026-03-31

Filed2026-04-22

THE CIGNA GROUP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

WMB

WILLIAMS COS INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-22

STANLEY BLACK & DECKER INC

-1.26%

Shares4.0K

Event2026-03-31

Filed2026-04-22

CAH

CARDINAL HEALTH INC

0.60%

Shares1.3K

Event2026-03-31

Filed2026-04-22

IBB

ISHARES TR

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-22

AEP

AMERICAN ELEC PWR CO INC

4.60%

Shares2.1K

Event2026-03-31

Filed2026-04-22

UHAL.B

U HAUL HOLDING COMPANY

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-22

EVERSOURCE ENERGY

0.05%

Shares3.8K

Event2026-03-31

Filed2026-04-22

ACCENTURE PLC IRELAND

-13.88%

Shares1.3K

Event2026-03-31

Filed2026-04-22

CVS

CVS HEALTH CORP

1.27%

Shares3.7K

Event2026-03-31

Filed2026-04-22

FTNT

FORTINET INC

-1.42%

Shares3.2K

Event2026-03-31

Filed2026-04-22

BDX

BECTON DICKINSON & CO

56.46%

Shares1.7K

Event2026-03-31

Filed2026-04-22

COIN

COINBASE GLOBAL INC

1.29%

Shares1.5K

Event2026-03-31

Filed2026-04-22

VGK

VANGUARD INTL EQUITY INDEX F

-6.18%

Shares3.1K

Event2026-03-31

Filed2026-04-22

UGI

UGI CORP NEW

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-22

SPTM

SPDR SERIES TRUST

0.31%

Shares3.2K

Event2026-03-31

Filed2026-04-22

SLV

ISHARES SILVER TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-22

PFFA

ETFIS SER TR I

2.47%

Shares12.4K

Event2026-03-31

Filed2026-04-22

DJT

TRUMP MEDIA & TECHNOLOGY GRO

0.00%

Shares27.1K

Event2026-03-31

Filed2026-04-22

PHM

PULTE GROUP INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

New

Shares4.1K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

New

Shares169

Event2026-03-31

Filed2026-04-22

PAYX

PAYCHEX INC

5.99%

Shares2.7K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

1.97%

Shares3.8K

Event2026-03-31

Filed2026-04-22

ADM

ARCHER DANIELS MIDLAND CO

New

Shares3.3K

Event2026-03-31

Filed2026-04-22

WTW

WILLIS TOWERS WATSON PLC LTD

-2.02%

Shares824

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-22

CONSOLIDATED EDISON INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-22

CSX

CSX CORP

0.33%

Shares5.8K

Event2026-03-31

Filed2026-04-22

KRUS

KURA SUSHI USA INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-22

SPYG

SPDR SERIES TRUST

15.21%

Shares2.4K

Event2026-03-31

Filed2026-04-22

WDAY

WORKDAY INC

10.37%

Shares1.8K

Event2026-03-31

Filed2026-04-22

CASY

CASEYS GEN STORES INC

New

Shares319

Event2026-03-31

Filed2026-04-22

EVEREST GROUP LTD

3.97%

Shares707

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-4.72%

Shares1.1K

Event2026-03-31

Filed2026-04-22

LQD

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-04-22

VHT

VANGUARD WORLD FD

0.00%

Shares844

Event2026-03-31

Filed2026-04-22

ELV

ELEVANCE HEALTH INC FORMERLY

-0.13%

Shares785

Event2026-03-31

Filed2026-04-22

TGT

TARGET CORP

New

Shares1.9K

Event2026-03-31

Filed2026-04-22

NVS

NOVARTIS AG

New

Shares1.5K

Event2026-03-31

Filed2026-04-22

EBAY

EBAY INC.

New

Shares2.5K

Event2026-03-31

Filed2026-04-22

VXF

VANGUARD INDEX FDS

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-22

SAIC

SCIENCE APPLICATIONS INTL CO

New

Shares2.4K

Event2026-03-31

Filed2026-04-22

LNG

CHENIERE ENERGY INC

New

Shares789

Event2026-03-31

Filed2026-04-22

TFIN

TRIUMPH FINANCIAL INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-22

BRO

BROWN & BROWN INC

13.21%

Shares3.4K

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

-2.22%

Shares1.9K

Event2026-03-31

Filed2026-04-22

SYK

STRYKER CORPORATION

-9.04%

Shares664

Event2026-03-31

Filed2026-04-22

RALPH LAUREN CORP

New

Shares621

Event2026-03-31

Filed2026-04-22

LEN

LENNAR CORP

0.41%

Shares2.5K

Event2026-03-31

Filed2026-04-22

AER

AERCAP HOLDINGS NV

-24.26%

Shares1.6K

Event2026-03-31

Filed2026-04-22

MSTR

STRATEGY INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

EQT CORP

New

Shares3.3K

Event2026-03-31

Filed2026-04-22

PNC

PNC FINL SVCS GROUP INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-22

IYY

ISHARES TR

-0.38%

Shares1.3K

Event2026-03-31

Filed2026-04-22

NEU

NEWMARKET CORP

0.00%

Shares326

Event2026-03-31

Filed2026-04-22

IGSB

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-22

DOW

DOW HLDGS INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-22

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares523

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

New

Shares4.5K

Event2026-03-31

Filed2026-04-22

IWY

ISHARES TR

0.00%

Shares819

Event2026-03-31

Filed2026-04-22

FNDF

SCHWAB STRATEGIC TR

New

Shares4.1K

Event2026-03-31

Filed2026-04-22

ALCOA CORP

New

Shares3.1K

Event2026-03-31

Filed2026-04-22

KYNDRYL HLDGS INC

62.97%

Shares14.3K

Event2026-03-31

Filed2026-04-22

ETHE

GRAYSCALE ETHEREUM STAKING E

-2.20%

Shares10.7K

Event2026-03-31

Filed2026-04-22

RKT

ROCKET COS INC

6.69%

Shares11.1K

Event2026-03-31

Filed2026-04-22

SOFI

SOFI TECHNOLOGIES INC

New

Shares8.6K

Event2026-03-31

Filed2026-04-22

WEST

WESTROCK COFFEE CO

7.69%

Shares28.0K

Event2026-03-31

Filed2026-04-22

CYH

COMMUNITY HEALTH SYS INC NEW

0.00%

Shares39.0K

Event2026-03-31

Filed2026-04-22

ABEV

AMBEV SA

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-22

AMC ENTMT HLDGS INC

0.00%

Shares27.1K

Event2026-03-31

Filed2026-04-22

HRTX

HERON THERAPEUTICS INC

81.73%

Shares18.9K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

SOFI Call CallSOFI TECHNOLOGIES INC12.5K sharesnew addition2026-03-312026-04-22

SOFI Call

SOFI TECHNOLOGIES INC

New

Shares12.5K

Event2026-03-31

Filed2026-04-22

Put Option Holdings

No put option holdings data available