Sponsored
The Analysis of Redwood Investment Management, LLC's Holdings & P&L
Currently, Redwood Investment Management, LLC holds 264 types of securities in its portfolio with a total value $805.3K. In the most recent quarter, they have increased their positions in N/A (+13.4K shares, valued at $8.0K), SPYG (+58.2K shares, valued at $5.7K), SPMO (+33.2K shares, valued at $3.7K); decreased their positions in LSAT (-206.7K shares, valued at $8.1K), EFA (-47.8K shares, valued at $4.6K), IEMG (-35.1K shares, valued at $2.4K); initiated new positions in CORO (+89.7K shares, valued at $2.9K), ACWX (+38.0K shares, valued at $2.6K), BLCR (+39.2K shares, valued at $1.6K).
1M P&L
+25.6M+3.41%
3M P&L
+28.7M+3.83%
HY P&L
+70.6M+9.99%
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/A426.3K
59.7%
2Software - Infrastructure21.8K
3.1%
3Consumer Electronics14.5K
2.0%
Top Industries by Stock Count
1N/A81 stocks
29.1%
2Software - Infrastructure7 stocks
2.5%
3Credit Services7 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
VSS VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES ETF101.3K shares-10.88%2026-03-312026-05-14
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VANGUARD S&P 500 ETF
7.77%VANGUARD S&P 500 ETF
Shares185.3K
Event2026-03-31
Filed2026-05-14
SPMO
5.32%INVESCO S&P 500 MOMENTUM ETF
Shares656.3K
Event2026-03-31
Filed2026-05-14
LSAF
-1.37%LEADERSHARES ALPHAFACTOR US
Shares1.2M
Event2026-03-31
Filed2026-05-14
EFA
-10.17%ISHARES MSCI EAFE ETF
Shares422.6K
Event2026-03-31
Filed2026-05-14
SPYG
17.33%SS SPDR P S&P 500 GROWTH ETF
Shares393.8K
Event2026-03-31
Filed2026-05-14
INVESCO QQQ TRUST SERIES 1
10.92%INVESCO QQQ TRUST SERIES 1
Shares59.2K
Event2026-03-31
Filed2026-05-14
LSAT
-24.85%LEADERSHARES ALPHAFACT TACT
Shares625.1K
Event2026-03-31
Filed2026-05-14
SCHC
-10.89%SCHWAB INTERNATIONAL SMALL CAP EQUITY ETF
Shares321.0K
Event2026-03-31
Filed2026-05-14
VSS
-10.88%VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES ETF
Shares101.3K
Event2026-03-31
Filed2026-05-14
AAPL
1.23%APPLE INC COM
Shares54.0K
Event2026-03-31
Filed2026-05-14
DYLD
8.22%LEADERSHARES DYNAMIC YIELD E
Shares586.3K
Event2026-03-31
Filed2026-05-14
VEA
8.19%VANGUARD FTSE DEVELOPED ETF
Shares196.5K
Event2026-03-31
Filed2026-05-14
ALPHABET INC CL A
0.09%ALPHABET INC CL A
Shares38.4K
Event2026-03-31
Filed2026-05-14
MSFT
-0.51%MICROSOFT CORP COM
Shares26.8K
Event2026-03-31
Filed2026-05-14
SPTL
11.55%SPDR SERIES TRUST
Shares371.4K
Event2026-03-31
Filed2026-05-14
NVDA
3.67%NVIDIA CORP
Shares51.7K
Event2026-03-31
Filed2026-05-14
VBR
18.96%VANGUARD INDEX FDS
Shares38.9K
Event2026-03-31
Filed2026-05-14
IWM
12.60%ISHARES RUSSELL 2000 ETF
Shares34.0K
Event2026-03-31
Filed2026-05-14
VOT
22.18%VANGUARD INDEX FDS
Shares31.5K
Event2026-03-31
Filed2026-05-14
SPYM
35.51%STE STR SPDR PT S&P 500 ETF
Shares91.8K
Event2026-03-31
Filed2026-05-14
AMZN
2.28%AMAZON COM INC
Shares32.4K
Event2026-03-31
Filed2026-05-14
MDYV
6.00%SS SPDR S&P 400 MC VAL ETF
Shares70.9K
Event2026-03-31
Filed2026-05-14
IVE
40.17%ISHARES S&P 500 VALUE ETF
Shares24.9K
Event2026-03-31
Filed2026-05-14
DYNF
-10.16%BLACKROCK ETF TRUST
Shares89.2K
Event2026-03-31
Filed2026-05-14
IVW
13.06%ISHARES S&P 500 GROWTH ETF
Shares42.1K
Event2026-03-31
Filed2026-05-14
IUSB
9.50%ISHARES TR
Shares94.9K
Event2026-03-31
Filed2026-05-14
SCHZ
1.58%SCHWAB US AGGREGATE BOND ETF
Shares178.2K
Event2026-03-31
Filed2026-05-14
META
-2.23%META PLATFORMS INC
Shares7.0K
Event2026-03-31
Filed2026-05-14
BROADCOM INC
1.14%BROADCOM INC
Shares12.9K
Event2026-03-31
Filed2026-05-14
TSLA
0.92%TESLA INC
Shares9.4K
Event2026-03-31
Filed2026-05-14
XTEN
5.92%BONDBLOXX BBG 10Y US TSY ETF
Shares74.0K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC CL B
-0.99%BERKSHIRE HATHAWAY INC CL B
Shares7.0K
Event2026-03-31
Filed2026-05-14
MUB
25.64%ISHARES NATIONAL MUNI BOND E
Shares30.8K
Event2026-03-31
Filed2026-05-14
SPY
-2.23%STATE STR SPDR S&P 500 ETF T
Shares4.9K
Event2026-03-31
Filed2026-05-14
MBB
11.94%ISHARES MBS ETF
Shares31.0K
Event2026-03-31
Filed2026-05-14
CORO
NewISH INTL CTRY ROT ACT ETF
Shares89.7K
Event2026-03-31
Filed2026-05-14
WMT
5.94%WALMART INC
Shares21.8K
Event2026-03-31
Filed2026-05-14
JPM
32.73%JPMORGAN CHASE & CO
Shares8.9K
Event2026-03-31
Filed2026-05-14
ACWX
NewISHARES MSCI ACWI EX US ETF
Shares38.0K
Event2026-03-31
Filed2026-05-14
EFV
-41.63%ISHARES MSCI EAFE VALUE ETF
Shares33.6K
Event2026-03-31
Filed2026-05-14
QUAL
-41.87%ISHARES MSCI USA QUALITY FAC
Shares12.9K
Event2026-03-31
Filed2026-05-14
BAI
18.95%ISHRS AI IN AND TECH ACT ETF
Shares74.1K
Event2026-03-31
Filed2026-05-14
XOM
-40.67%EXXON MOBIL CORP
Shares13.9K
Event2026-03-31
Filed2026-05-14
THRO
13.02%ISHARES US THEMATIC ROTATI
Shares62.8K
Event2026-03-31
Filed2026-05-14
LLY
1.13%ELI LILLY & CO
Shares2.3K
Event2026-03-31
Filed2026-05-14
IVV
23.44%ISHARES CORE S&P 500 ETF
Shares3.1K
Event2026-03-31
Filed2026-05-14
GOVT
655.84%ISHARES US TREASURY BOND ETF
Shares89.5K
Event2026-03-31
Filed2026-05-14
AVEM
120.13%AVANTIS EMERGING MARKETS EQ
Shares25.3K
Event2026-03-31
Filed2026-05-14
COST
-1.86%COSTCO WHOLESALE CORP
Shares2.0K
Event2026-03-31
Filed2026-05-14
TLT
20.26%ISHARES TR
Shares22.0K
Event2026-03-31
Filed2026-05-14
ZROZ
27.54%PIMCO ETF TR
Shares28.5K
Event2026-03-31
Filed2026-05-14
LDOS
115.97%LEIDOS HOLDINGS INC
Shares11.2K
Event2026-03-31
Filed2026-05-14
BLCR
NewBLACKROCK ETF TRUST
Shares39.2K
Event2026-03-31
Filed2026-05-14
IAGG
12.50%ISHARES INTL AGGREGATE BOND
Shares31.9K
Event2026-03-31
Filed2026-05-14
PLTR
NewPALANTIR TECHNOLOGIES INC
Shares10.9K
Event2026-03-31
Filed2026-05-14
HON
0.00%HONEYWELL INTERNATIONAL INC
Shares6.8K
Event2026-03-31
Filed2026-05-14
SHLD
66.45%GLOBAL X DEFENSE TECH ETF
Shares21.3K
Event2026-03-31
Filed2026-05-14
V
0.12%VISA INC
Shares4.9K
Event2026-03-31
Filed2026-05-14
SPYV
-5.09%SS SPDR P S&P 500 VALUE ETF
Shares25.8K
Event2026-03-31
Filed2026-05-14
BINC
-15.45%BLACKROCK ETF TRUST II
Shares27.9K
Event2026-03-31
Filed2026-05-14
IBM
112.93%INTERNATIONAL BUS MACH CORP COM
Shares5.8K
Event2026-03-31
Filed2026-05-14
JNJ
3.94%JOHNSON & JOHNSON
Shares5.7K
Event2026-03-31
Filed2026-05-14
IEF
21.06%ISHARES TR
Shares12.9K
Event2026-03-31
Filed2026-05-14
VGT
-0.06%VANGUARD INFO TECH ETF
Shares1.7K
Event2026-03-31
Filed2026-05-14
APA CORPORATION COM
-64.47%APA CORPORATION COM
Shares26.4K
Event2026-03-31
Filed2026-05-14
SNX
NewTD SYNNEX CORP
Shares6.5K
Event2026-03-31
Filed2026-05-14
TNL
-16.19%TRAVEL PLUS LEISURE CO
Shares15.7K
Event2026-03-31
Filed2026-05-14
LMUB
NewISHARES LT NATIONAL MUNI BD
Shares21.7K
Event2026-03-31
Filed2026-05-14
GL
-13.64%GLOBE LIFE INC
Shares7.8K
Event2026-03-31
Filed2026-05-14
DOW
-16.83%DOW INC
Shares26.0K
Event2026-03-31
Filed2026-05-14
ON
NewON SEMICONDUCTOR
Shares17.5K
Event2026-03-31
Filed2026-05-14
USFD
-30.07%US FOODS HOLDING CORP
Shares11.7K
Event2026-03-31
Filed2026-05-14
CRBG
9.62%COREBRIDGE FINANCIAL INC
Shares45.4K
Event2026-03-31
Filed2026-05-14
DELL
-23.73%DELL TECHNOLOGIES INC
Shares6.6K
Event2026-03-31
Filed2026-05-14
EXP
NewEAGLE MATERIALS INC
Shares5.7K
Event2026-03-31
Filed2026-05-14
HCA
-16.76%HCA HEALTHCARE INC
Shares2.3K
Event2026-03-31
Filed2026-05-14
WDC
NewWESTERN DIGITAL CORP
Shares4.0K
Event2026-03-31
Filed2026-05-14
SBAC
NewSBA COMMUNICATIONS CORP
Shares6.3K
Event2026-03-31
Filed2026-05-14
LOPE
-6.66%GRAND CANYON EDUCATION INC
Shares6.3K
Event2026-03-31
Filed2026-05-14
MAR
-9.00%MARRIOTT INTERNATIONAL
Shares3.3K
Event2026-03-31
Filed2026-05-14
COF
NewCAPITAL ONE FINANCIAL CORP
Shares5.9K
Event2026-03-31
Filed2026-05-14
LYFT
41.91%LYFT INC
Shares80.6K
Event2026-03-31
Filed2026-05-14
OSK
NewOSHKOSH CORP
Shares7.3K
Event2026-03-31
Filed2026-05-14
FLS
-7.67%FLOWSERVE CORP
Shares14.5K
Event2026-03-31
Filed2026-05-14
KR
-16.60%KROGER CO
Shares14.7K
Event2026-03-31
Filed2026-05-14
MEDP
13.64%MEDPACE HOLDINGS INC
Shares2.2K
Event2026-03-31
Filed2026-05-14
CITIGROUP INC
-0.23%CITIGROUP INC
Shares9.4K
Event2026-03-31
Filed2026-05-14
MPC
-44.33%MARATHON PETROLEUM CORP
Shares4.4K
Event2026-03-31
Filed2026-05-14
FFIV
NewF5 INC
Shares3.7K
Event2026-03-31
Filed2026-05-14
VRSN
NewVERISIGN INC
Shares4.3K
Event2026-03-31
Filed2026-05-14
JBHT
-10.86%HUNT (JB) TRANSPRT SVCS INC
Shares5.0K
Event2026-03-31
Filed2026-05-14
CW
-21.24%CURTISS WRIGHT CORP
Shares1.6K
Event2026-03-31
Filed2026-05-14
VNT
1.84%VONTIER CORP
Shares29.9K
Event2026-03-31
Filed2026-05-14
DINO
-38.75%HF SINCLAIR CORP
Shares17.0K
Event2026-03-31
Filed2026-05-14
LEA
-8.84%LEAR CORP
Shares8.7K
Event2026-03-31
Filed2026-05-14
EBAY
-9.30%EBAY INC
Shares11.6K
Event2026-03-31
Filed2026-05-14
BKNG
NewBOOKING HOLDINGS INC
Shares251
Event2026-03-31
Filed2026-05-14
MIDD
8.00%MIDDLEBY CORP
Shares8.0K
Event2026-03-31
Filed2026-05-14
HLT
-8.92%HILTON WORLDWIDE HOLDINGS IN
Shares3.5K
Event2026-03-31
Filed2026-05-14
ALGN
NewALIGN TECHNOLOGY INC
Shares6.2K
Event2026-03-31
Filed2026-05-14
AMP
5.98%AMERIPRISE FINANCIAL INC
Shares2.4K
Event2026-03-31
Filed2026-05-14
DLTR
7.75%DOLLAR TREE INC
Shares9.6K
Event2026-03-31
Filed2026-05-14
HXL
NewHEXCEL CORP
Shares13.0K
Event2026-03-31
Filed2026-05-14
MAS
NewMASCO CORP
Shares17.5K
Event2026-03-31
Filed2026-05-14
MGM
NewMGM RESORTS INTERNATIONAL
Shares28.5K
Event2026-03-31
Filed2026-05-14
AGCO
NewAGCO CORP
Shares9.1K
Event2026-03-31
Filed2026-05-14
MAT
31.29%MATTEL INC
Shares72.4K
Event2026-03-31
Filed2026-05-14
R
-10.47%RYDER SYSTEM INC
Shares5.1K
Event2026-03-31
Filed2026-05-14
CROX
-1.55%CROCS INC
Shares12.7K
Event2026-03-31
Filed2026-05-14
TDY
NewTELEDYNE TECHNOLOGIES INC
Shares1.7K
Event2026-03-31
Filed2026-05-14
SCHW
NewSCHWAB (CHARLES) CORP
Shares11.2K
Event2026-03-31
Filed2026-05-14
TXT
-4.45%TEXTRON INC
Shares12.0K
Event2026-03-31
Filed2026-05-14
HSIC
-1.34%HENRY SCHEIN INC
Shares14.3K
Event2026-03-31
Filed2026-05-14
PPC
NewPILGRIM'S PRIDE CORP
Shares27.8K
Event2026-03-31
Filed2026-05-14
YETI
14.83%YETI HOLDINGS INC
Shares28.7K
Event2026-03-31
Filed2026-05-14
DOV
NewDOVER CORP
Shares5.0K
Event2026-03-31
Filed2026-05-14
WSM
-6.01%WILLIAMS SONOMA INC
Shares5.8K
Event2026-03-31
Filed2026-05-14
RNG
-25.67%RINGCENTRAL INC
Shares28.2K
Event2026-03-31
Filed2026-05-14
CCK
NewCROWN HOLDINGS INC
Shares10.5K
Event2026-03-31
Filed2026-05-14
AMG
NewAFFILIATED MANAGERS GROUP
Shares3.8K
Event2026-03-31
Filed2026-05-14
BWA
-20.29%BORGWARNER INC
Shares19.3K
Event2026-03-31
Filed2026-05-14
PHM
-4.70%PULTEGROUP INC
Shares8.9K
Event2026-03-31
Filed2026-05-14
DUPONT DE NEMOURS INC
NewDUPONT DE NEMOURS INC
Shares22.9K
Event2026-03-31
Filed2026-05-14
AN
1.15%AUTONATION INC
Shares5.4K
Event2026-03-31
Filed2026-05-14
VIRT
NewVIRTU FINANCIAL INC
Shares23.8K
Event2026-03-31
Filed2026-05-14
VOYA
NewVOYA FINANCIAL INC
Shares15.3K
Event2026-03-31
Filed2026-05-14
AFL
-4.09%AFLAC INC
Shares9.6K
Event2026-03-31
Filed2026-05-14
MO
-6.54%ALTRIA GROUP INC
Shares15.9K
Event2026-03-31
Filed2026-05-14
COKE
-23.15%COCA COLA CONS INC
Shares5.5K
Event2026-03-31
Filed2026-05-14
ATR
NewAPTARGROUP INC
Shares8.3K
Event2026-03-31
Filed2026-05-14
FOXA
NewFOX CORP
Shares17.9K
Event2026-03-31
Filed2026-05-14
RVTY
5.51%REVVITY INC
Shares11.9K
Event2026-03-31
Filed2026-05-14
J
NewJACOBS SOLUTIONS INC
Shares8.2K
Event2026-03-31
Filed2026-05-14
GM
NewGENERAL MOTORS CO
Shares14.0K
Event2026-03-31
Filed2026-05-14
TDC
NewTERADATA CORP
Shares40.8K
Event2026-03-31
Filed2026-05-14
WST
NewWEST PHARMACEUTICAL SERVICES
Shares4.2K
Event2026-03-31
Filed2026-05-14
VLO
-38.41%VALERO ENERGY CORP
Shares4.2K
Event2026-03-31
Filed2026-05-14
PFG
-6.48%PRINCIPAL FINANCIAL GROUP
Shares11.6K
Event2026-03-31
Filed2026-05-14
SLGN
NewSILGAN HOLDINGS INC
Shares26.9K
Event2026-03-31
Filed2026-05-14
BALL
NewBALL CORP
Shares17.6K
Event2026-03-31
Filed2026-05-14
CHD
NewCHURCH & DWIGHT CO INC
Shares11.2K
Event2026-03-31
Filed2026-05-14
ADT
NewADT INC
Shares158.6K
Event2026-03-31
Filed2026-05-14
ACM
NewAECOM
Shares12.3K
Event2026-03-31
Filed2026-05-14
HIG
-3.17%HARTFORD INSURANCE GROUP INC
Shares7.7K
Event2026-03-31
Filed2026-05-14
NVR
5.33%NVR INC
Shares158
Event2026-03-31
Filed2026-05-14
MSCI
1.74%MSCI INC
Shares1.9K
Event2026-03-31
Filed2026-05-14
LAD
26.03%LITHIA MOTORS INC
Shares4.2K
Event2026-03-31
Filed2026-05-14
EXEL
-3.37%EXELIXIS INC
Shares24.2K
Event2026-03-31
Filed2026-05-14
RS
NewRELIANCE INC
Shares3.4K
Event2026-03-31
Filed2026-05-14
TRV
-5.87%TRAVELERS COS INC
Shares3.6K
Event2026-03-31
Filed2026-05-14
DBX
15.14%DROPBOX INC
Shares45.7K
Event2026-03-31
Filed2026-05-14
MASI
-30.82%MASIMO CORP
Shares5.8K
Event2026-03-31
Filed2026-05-14
INGR
NewINGREDION INC
Shares9.2K
Event2026-03-31
Filed2026-05-14
CORPAY INC
NewCORPAY INC
Shares3.6K
Event2026-03-31
Filed2026-05-14
UHS
16.40%UNIVERSAL HEALTH SERVICES
Shares5.8K
Event2026-03-31
Filed2026-05-14
UNM
0.09%UNUM GROUP
Shares14.2K
Event2026-03-31
Filed2026-05-14
MKTX
NewMARKETAXESS HOLDINGS INC
Shares6.3K
Event2026-03-31
Filed2026-05-14
CPT
NewCAMDEN PROPERTY TRUST
Shares10.6K
Event2026-03-31
Filed2026-05-14
PLNT
NewPLANET FITNESS INC
Shares13.9K
Event2026-03-31
Filed2026-05-14
CVX
-10.30%CHEVRON CORPORATION COM
Shares5.0K
Event2026-03-31
Filed2026-05-14
LEN
NewLENNAR CORP
Shares11.8K
Event2026-03-31
Filed2026-05-14
CACC
-1.42%CREDIT ACCEPTANCE CORP
Shares2.4K
Event2026-03-31
Filed2026-05-14
KEX
-22.40%KIRBY CORP
Shares7.7K
Event2026-03-31
Filed2026-05-14
NOV
-22.64%NOV INC
Shares54.4K
Event2026-03-31
Filed2026-05-14
MUSA
NewMURPHY USA INC
Shares2.1K
Event2026-03-31
Filed2026-05-14
HAL
NewHALLIBURTON CO
Shares26.2K
Event2026-03-31
Filed2026-05-14
LNG
-37.88%CHENIERE ENERGY INC
Shares3.5K
Event2026-03-31
Filed2026-05-14
MA
1.85%MASTERCARD INC
Shares2.0K
Event2026-03-31
Filed2026-05-14
EOG
-18.88%E O G RES INC
Shares6.6K
Event2026-03-31
Filed2026-05-14
ORCL
11.91%ORACLE CORP
Shares6.3K
Event2026-03-31
Filed2026-05-14
PFE
0.69%PFIZER INC
Shares32.7K
Event2026-03-31
Filed2026-05-14
VWO
-3.07%VANGUARD FTSE EMERGING MARKE
Shares16.9K
Event2026-03-31
Filed2026-05-14
MATCH GROUP INC NEW
-71.62%MATCH GROUP INC NEW
Shares28.9K
Event2026-03-31
Filed2026-05-14
T
-1.08%AT T INC
Shares30.1K
Event2026-03-31
Filed2026-05-14
UPS
-8.88%UNITED PARCEL SERVICE INC CL B
Shares8.9K
Event2026-03-31
Filed2026-05-14
HPE
8.29%HEWLETT PACKARD ENTERPRIS CO
Shares36.3K
Event2026-03-31
Filed2026-05-14
OKE
-6.25%ONEOK INC
Shares9.5K
Event2026-03-31
Filed2026-05-14
BMY
-13.82%BRISTOL MYERS SQUIBB CO
Shares14.1K
Event2026-03-31
Filed2026-05-14
VZ
-11.64%VERIZON COMMUNICATIONS INC COM
Shares16.7K
Event2026-03-31
Filed2026-05-14
HP INC
18.36%HP INC
Shares42.9K
Event2026-03-31
Filed2026-05-14
APD
1.15%AIR PRODUCTS & CHEMICALS INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-14
BBY
36.50%BEST BUY CO INC
Shares12.8K
Event2026-03-31
Filed2026-05-14
DGRW
36.80%WISDOMTREE US QUALITY DIVI
Shares9.3K
Event2026-03-31
Filed2026-05-14
NFLX
15.32%NETFLIX INC
Shares8.5K
Event2026-03-31
Filed2026-05-14
MINT
6.65%PIMCO ENHANCED SHORT MATURIT
Shares8.0K
Event2026-03-31
Filed2026-05-14
KMI
-12.12%KINDER MORGAN INC COM
Shares23.9K
Event2026-03-31
Filed2026-05-14
EIX
-15.66%EDISON INTERNATIONAL
Shares10.6K
Event2026-03-31
Filed2026-05-14
PRU
NewPRUDENTIAL FINANCIAL INC
Shares7.9K
Event2026-03-31
Filed2026-05-14
D
4.82%DOMINION ENERGY INC
Shares12.5K
Event2026-03-31
Filed2026-05-14
PAYX
27.86%PAYCHEX INC
Shares8.4K
Event2026-03-31
Filed2026-05-14
FE
NewFIRST ENERGY CORP
Shares15.1K
Event2026-03-31
Filed2026-05-14
UNH
NewUNITEDHEALTH GROUP INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-14
CMCSA
-6.30%COMCAST CORP CLASS A
Shares26.6K
Event2026-03-31
Filed2026-05-14
HAS
-11.23%HASBRO INC
Shares8.0K
Event2026-03-31
Filed2026-05-14
SNA
-5.47%SNAP ON INC
Shares2.1K
Event2026-03-31
Filed2026-05-14
TROW
NewT ROWE PRICE GROUP INC
Shares8.3K
Event2026-03-31
Filed2026-05-14
DRI
-8.45%DARDEN RESTAURANTS INC
Shares3.8K
Event2026-03-31
Filed2026-05-14
TXN
-12.77%TEXAS INSTRUMENTS INC
Shares3.8K
Event2026-03-31
Filed2026-05-14
MOS
-4.25%MOSAIC CO NEW COM
Shares28.8K
Event2026-03-31
Filed2026-05-14
CVS
6.50%CVS HEALTH CORP
Shares10.2K
Event2026-03-31
Filed2026-05-14
ADP
NewAUTOMATIC DATA PROCESSING
Shares3.6K
Event2026-03-31
Filed2026-05-14
DOC
8.31%HEALTHPEAK PROPERTIES INC
Shares44.4K
Event2026-03-31
Filed2026-05-14
ES
-5.80%EVERSOURCE ENERGY
Shares10.5K
Event2026-03-31
Filed2026-05-14
SWKS
20.52%SKYWORKS SOLUTIONS INC COM
Shares13.5K
Event2026-03-31
Filed2026-05-14
KHC
9.35%KRAFT HEINZ CO COM
Shares32.0K
Event2026-03-31
Filed2026-05-14
VTRS
-23.85%VIATRIS INC COM
Shares53.2K
Event2026-03-31
Filed2026-05-14
VICI
2.13%VICI PPTYS INC
Shares26.1K
Event2026-03-31
Filed2026-05-14
VGSH
0.61%VANGUARD SCOTTSDALE FDS
Shares12.1K
Event2026-03-31
Filed2026-05-14
OMC
-8.65%OMNICOM GROUP INC
Shares9.4K
Event2026-03-31
Filed2026-05-14
PPG
-11.11%P P G INDS INC
Shares6.5K
Event2026-03-31
Filed2026-05-14
GPC
NewGENUINE PARTS COMPANY
Shares6.5K
Event2026-03-31
Filed2026-05-14
ARE
6.22%ALEXANDRIA REAL ESTATE EQUITIES INC
Shares14.6K
Event2026-03-31
Filed2026-05-14
STANLEY BLACK DECKER INC
-8.35%STANLEY BLACK DECKER INC
Shares9.5K
Event2026-03-31
Filed2026-05-14
AMAT
-37.95%APPLIED MATERIALS INC
Shares2.0K
Event2026-03-31
Filed2026-05-14
AGG
7.03%ISHARES CORE US AGGREGATE
Shares6.7K
Event2026-03-31
Filed2026-05-14
NEM
-44.27%NEWMONT CORP
Shares6.1K
Event2026-03-31
Filed2026-05-14
IP
-2.05%INTERNATIONAL PAPER CO
Shares18.3K
Event2026-03-31
Filed2026-05-14
F
0.50%FORD MOTOR CO
Shares56.5K
Event2026-03-31
Filed2026-05-14
BNDX
-4.30%VANGUARD TOTAL INTL BOND ETF
Shares13.5K
Event2026-03-31
Filed2026-05-14
CAG
-0.31%CONAGRA BRANDS INC
Shares41.3K
Event2026-03-31
Filed2026-05-14
AES
-13.03%A E S CORP
Shares46.1K
Event2026-03-31
Filed2026-05-14
CPB
NewCAMPBELL SOUP CO
Shares28.9K
Event2026-03-31
Filed2026-05-14
GIS
NewGENERAL MILLS INC
Shares17.2K
Event2026-03-31
Filed2026-05-14
SPAB
33.15%SS SPDR P AGG BOND ETF
Shares24.4K
Event2026-03-31
Filed2026-05-14
GLDM
-60.63%SPDR GOLD MINISHARES TRUST
Shares6.6K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC
-54.93%MERCK & CO INC
Shares4.9K
Event2026-03-31
Filed2026-05-14
IEMG
-80.64%ISHARES CORE MSCI EMERGING
Shares8.4K
Event2026-03-31
Filed2026-05-14
GLD
-5.83%SPDR GOLD SHARES
Shares1.3K
Event2026-03-31
Filed2026-05-14
JAAA
0.51%JANUS HENDERSON AAA CLO ETF
Shares10.9K
Event2026-03-31
Filed2026-05-14
VUG
0.41%VANGUARD GROWTH ETF
Shares1.2K
Event2026-03-31
Filed2026-05-14
ACWI
-5.26%ISHARES MSCI ACWI ETF
Shares3.6K
Event2026-03-31
Filed2026-05-14
BSV
-8.29%VANGUARD BD INDEX FDS
Shares6.4K
Event2026-03-31
Filed2026-05-14
SPDW
-16.12%STE STR SPDR PT DW EU ETF
Shares10.6K
Event2026-03-31
Filed2026-05-14
VXF
-4.44%VANGUARD EXTENDED MARKET ETF
Shares2.3K
Event2026-03-31
Filed2026-05-14
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares2.4K
Event2026-03-31
Filed2026-05-14
IEI
-33.20%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-05-14
BIL
0.58%SPDR SERIES TRUST
Shares4.8K
Event2026-03-31
Filed2026-05-14
XLF
NewSS FINANCIAL SELECT SECTOR
Shares8.9K
Event2026-03-31
Filed2026-05-14
AXP
-68.20%AMERICAN EXPRESS CO
Shares1.4K
Event2026-03-31
Filed2026-05-14
HD
-1.52%HOME DEPOT INC
Shares1.3K
Event2026-03-31
Filed2026-05-14
VIG
0.41%VANGUARD DIVIDEND APPREC ETF
Shares2.0K
Event2026-03-31
Filed2026-05-14
XLB
NewSS MATERIALS SELECT SECTOR
Shares8.2K
Event2026-03-31
Filed2026-05-14
VYM
8.81%VANGUARD HIGH DVD YIELD ETF
Shares2.8K
Event2026-03-31
Filed2026-05-14
EFG
5.18%ISHARES MSCI EAFE GROWTH ETF
Shares3.5K
Event2026-03-31
Filed2026-05-14
DGP
0.00%DB GOLD DOUBLE LONG ETN
Shares2.0K
Event2026-03-31
Filed2026-05-14
SCHB
0.28%SCHWAB US BROAD MARKET ETF
Shares14.0K
Event2026-03-31
Filed2026-05-14
SMH
NewVANECK SEMICONDUCTOR ETF
Shares857
Event2026-03-31
Filed2026-05-14
XLI
NewSS INDUSTRIAL SELECT SECTOR
Shares2.0K
Event2026-03-31
Filed2026-05-14
GENERAL ELECTRIC
-2.25%GENERAL ELECTRIC
Shares1.1K
Event2026-03-31
Filed2026-05-14
MUST
0.51%COLUMBIA ETF TR I
Shares15.0K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC
0.35%EATON CORP PLC
Shares858
Event2026-03-31
Filed2026-05-14
WPM
0.00%WHEATON PRECIOUS METALS CORP
Shares2.2K
Event2026-03-31
Filed2026-05-14
HR
1.25%HEALTHCARE REALTY TRUST INC
Shares16.6K
Event2026-03-31
Filed2026-05-14
LQD
-14.46%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-05-14
VMBS
-8.19%VANGUARD SCOTTSDALE FDS
Shares5.5K
Event2026-03-31
Filed2026-05-14
VYMI
-2.81%VANGUARD INT HIGH DVD YLD IN
Shares2.7K
Event2026-03-31
Filed2026-05-14
RTX
2.41%RTX CORP
Shares1.3K
Event2026-03-31
Filed2026-05-14
BIV
-8.22%VANGUARD BD INDEX FDS
Shares3.2K
Event2026-03-31
Filed2026-05-14
BLV
-7.95%VANGUARD BD INDEX FDS
Shares3.5K
Event2026-03-31
Filed2026-05-14
FBTC
11.50%FIDELITY WISE ORIGIN BITCOIN
Shares3.8K
Event2026-03-31
Filed2026-05-14
SCHG
0.07%SCHWAB STRATEGIC TR
Shares7.6K
Event2026-03-31
Filed2026-05-14
PG
-75.82%PROCTER & GAMBLE CO
Shares1.5K
Event2026-03-31
Filed2026-05-14
AGNC
3.29%AGNC INVESTMENT CORP
Shares20.9K
Event2026-03-31
Filed2026-05-14
SYSB
NewISHARES SYSTEMATIC BOND ETF
Shares2.3K
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available