The Analysis of Resonant Capital Advisors, LLC's Holdings & P&L


Currently, Resonant Capital Advisors, LLC holds 495 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in GARP (+784.6K shares, valued at $50.2M), JPIE (+542.4K shares, valued at $25.0M), IVV (+33.3K shares, valued at $21.7M); decreased their positions in SGOV (-225.0K shares, valued at $22.7M), XLE (-347.3K shares, valued at $21.3M), ICSH (-202.1K shares, valued at $10.2M); initiated new positions in GARP (+784.6K shares, valued at $50.2M), JPIE (+542.4K shares, valued at $25.0M), INMU (+509.3K shares, valued at $12.2M).


1M P&L
+39.8M+2.12%
3M P&L
+52.6M+2.83%
HY P&L
+137.4M+7.73%

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/A1.3B
74.3%
2Semiconductors44.5M
2.5%
3Drug Manufacturers - General30.3M
1.7%

Top Industries by Stock Count

1N/A110 stocks
24.4%
2Software - Application17 stocks
3.8%
3Semiconductors16 stocks
3.6%
Stock Holdings
IVV
ISHARES TR
15.95%
Shares242.1K
Event2026-03-31
Filed2026-04-29
JMST
J P MORGAN EXCHANGE TRADED F
20.06%
Shares1.7M
Event2026-03-31
Filed2026-04-29
MEAR
ISHARES U S ETF TR
21.37%
Shares1.7M
Event2026-03-31
Filed2026-04-29
SCHR
SCHWAB STRATEGIC TR
4.68%
Shares3.0M
Event2026-03-31
Filed2026-04-29
DSTL
ETF SER SOLUTIONS
11.00%
Shares1.2M
Event2026-03-31
Filed2026-04-29
VCSH
VANGUARD SCOTTSDALE FDS
-10.84%
Shares769.7K
Event2026-03-31
Filed2026-04-29
IJH
ISHARES TR
0.54%
Shares776.0K
Event2026-03-31
Filed2026-04-29
GARP
ISHARES TR
New
Shares784.6K
Event2026-03-31
Filed2026-04-29
FNDX
SCHWAB STRATEGIC TR
7.11%
Shares1.5M
Event2026-03-31
Filed2026-04-29
IEFA
ISHARES TR
-10.26%
Shares406.3K
Event2026-03-31
Filed2026-04-29
VTEB
VANGUARD MUN BD FDS
0.29%
Shares702.0K
Event2026-03-31
Filed2026-04-29
FNDF
SCHWAB STRATEGIC TR
-14.25%
Shares640.3K
Event2026-03-31
Filed2026-04-29
VIG
VANGUARD SPECIALIZED FUNDS
6.62%
Shares133.9K
Event2026-03-31
Filed2026-04-29
SGOV
ISHARES TR
-44.47%
Shares281.1K
Event2026-03-31
Filed2026-04-29
IJR
ISHARES TR
-17.29%
Shares227.3K
Event2026-03-31
Filed2026-04-29
AAPL
APPLE INC
10.01%
Shares109.6K
Event2026-03-31
Filed2026-04-29
SPY
STATE STR SPDR S&P 500 ETF T
0.47%
Shares42.4K
Event2026-03-31
Filed2026-04-29
FNDA
SCHWAB STRATEGIC TR
-16.19%
Shares771.7K
Event2026-03-31
Filed2026-04-29
JPIE
J P MORGAN EXCHANGE TRADED F
New
Shares542.4K
Event2026-03-31
Filed2026-04-29
COMB
GRANITESHARES ETF TR
23.75%
Shares926.9K
Event2026-03-31
Filed2026-04-29
NVDA
NVIDIA CORPORATION
26.71%
Shares139.1K
Event2026-03-31
Filed2026-04-29
VIGI
VANGUARD WHITEHALL FDS
-9.74%
Shares270.4K
Event2026-03-31
Filed2026-04-29
MUB
ISHARES TR
8.46%
Shares207.5K
Event2026-03-31
Filed2026-04-29
IEMG
ISHARES INC
-12.56%
Shares314.9K
Event2026-03-31
Filed2026-04-29
RWK
INVESCO EXCH TRADED FD TR II
4.03%
Shares170.9K
Event2026-03-31
Filed2026-04-29
FNDE
SCHWAB STRATEGIC TR
-12.92%
Shares557.0K
Event2026-03-31
Filed2026-04-29
JSMD
JANUS DETROIT STR TR
4.83%
Shares253.1K
Event2026-03-31
Filed2026-04-29
MSFT
MICROSOFT CORP
2.99%
Shares47.6K
Event2026-03-31
Filed2026-04-29
ISHARES GOLD TR
ISHARES GOLD TR
-27.11%
Shares184.4K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
13.94%
Shares48.1K
Event2026-03-31
Filed2026-04-29
JPST
J P MORGAN EXCHANGE TRADED F
-40.76%
Shares272.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
1.93%
Shares48.1K
Event2026-03-31
Filed2026-04-29
AMZN
AMAZON COM INC
9.92%
Shares66.1K
Event2026-03-31
Filed2026-04-29
DFNM
DIMENSIONAL ETF TRUST
-5.52%
Shares270.4K
Event2026-03-31
Filed2026-04-29
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-2.48%
Shares21.6K
Event2026-03-31
Filed2026-04-29
ICSH
ISHARES TR
-44.35%
Shares253.6K
Event2026-03-31
Filed2026-04-29
INMU
BLACKROCK ETF TRUST II
New
Shares509.3K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
4.41%
Shares24.6K
Event2026-03-31
Filed2026-04-29
DSMC
ETF SER SOLUTIONS
-15.18%
Shares295.4K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
BROADCOM INC
4.83%
Shares35.5K
Event2026-03-31
Filed2026-04-29
JPM
JPMORGAN CHASE & CO
2.64%
Shares36.0K
Event2026-03-31
Filed2026-04-29
XOM
EXXON MOBIL CORP
2.77%
Shares61.4K
Event2026-03-31
Filed2026-04-29
HGER
HARBOR ETF TRUST
New
Shares324.8K
Event2026-03-31
Filed2026-04-29
CVX
CHEVRON CORPORATION
4.54%
Shares42.5K
Event2026-03-31
Filed2026-04-29
META
META PLATFORMS INC
19.29%
Shares15.1K
Event2026-03-31
Filed2026-04-29
RWL
INVESCO EXCH TRADED FD TR II
2.64%
Shares72.9K
Event2026-03-31
Filed2026-04-29
VTI
VANGUARD INDEX FDS
-0.25%
Shares25.6K
Event2026-03-31
Filed2026-04-29
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
2.45%
Shares170.2K
Event2026-03-31
Filed2026-04-29
PKW
INVESCO EXCHANGE TRADED FD T
2.34%
Shares61.4K
Event2026-03-31
Filed2026-04-29
IDEV
ISHARES TR
-8.18%
Shares92.8K
Event2026-03-31
Filed2026-04-29
MCK
MCKESSON CORP
-0.34%
Shares8.9K
Event2026-03-31
Filed2026-04-29
V
VISA INC
18.14%
Shares24.0K
Event2026-03-31
Filed2026-04-29
ADI
ANALOG DEVICES INC
1.51%
Shares21.4K
Event2026-03-31
Filed2026-04-29
SCHO
SCHWAB STRATEGIC TR
-60.53%
Shares264.9K
Event2026-03-31
Filed2026-04-29
SPMD
SPDR SERIES TRUST
-0.67%
Shares106.7K
Event2026-03-31
Filed2026-04-29
IBDR
ISHARES TR
-0.42%
Shares257.1K
Event2026-03-31
Filed2026-04-29
CSCO
CISCO SYS INC
3.84%
Shares78.5K
Event2026-03-31
Filed2026-04-29
MDY
STATE STR SPDR S&P MIDCAP 40
1.53%
Shares9.3K
Event2026-03-31
Filed2026-04-29
IBDS
ISHARES TR
2.73%
Shares233.4K
Event2026-03-31
Filed2026-04-29
LLY
ELI LILLY & CO
7.18%
Shares6.1K
Event2026-03-31
Filed2026-04-29
COST
COSTCO WHOLESALE CORPORATION
12.28%
Shares5.6K
Event2026-03-31
Filed2026-04-29
AMGN
AMGEN INC
2.80%
Shares15.3K
Event2026-03-31
Filed2026-04-29
MPC
MARATHON PETE CORP
0.86%
Shares21.6K
Event2026-03-31
Filed2026-04-29
PGR
PROGRESSIVE CORP
5.10%
Shares26.4K
Event2026-03-31
Filed2026-04-29
BCI
ABRDN ETFS
-6.74%
Shares208.8K
Event2026-03-31
Filed2026-04-29
AXP
AMERICAN EXPRESS CO
0.73%
Shares16.6K
Event2026-03-31
Filed2026-04-29
JNJ
JOHNSON & JOHNSON
-40.97%
Shares19.4K
Event2026-03-31
Filed2026-04-29
AZO
AUTOZONE INC
0.66%
Shares1.4K
Event2026-03-31
Filed2026-04-29
IGSB
ISHARES TR
-12.59%
Shares87.9K
Event2026-03-31
Filed2026-04-29
SPSM
SPDR SERIES TRUST
-21.77%
Shares95.2K
Event2026-03-31
Filed2026-04-29
MA
MASTERCARD INCORPORATED
10.27%
Shares9.1K
Event2026-03-31
Filed2026-04-29
EBAY
EBAY INC.
-1.82%
Shares48.3K
Event2026-03-31
Filed2026-04-29
MCD
MCDONALDS CORP
5.69%
Shares14.0K
Event2026-03-31
Filed2026-04-29
QCOM
QUALCOMM INC
-0.54%
Shares33.2K
Event2026-03-31
Filed2026-04-29
GILD
GILEAD SCIENCES INC
7.69%
Shares30.0K
Event2026-03-31
Filed2026-04-29
KR
KROGER CO
0.97%
Shares55.8K
Event2026-03-31
Filed2026-04-29
TSLA
TESLA INC
18.39%
Shares10.8K
Event2026-03-31
Filed2026-04-29
XLE
SELECT SECTOR SPDR TR
-84.19%
Shares65.2K
Event2026-03-31
Filed2026-04-29
PG
PROCTER & GAMBLE CO
8.30%
Shares27.3K
Event2026-03-31
Filed2026-04-29
JMUB
J P MORGAN EXCHANGE TRADED F
-2.66%
Shares78.2K
Event2026-03-31
Filed2026-04-29
EOG
EOG RES INC
5.90%
Shares27.0K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
MERCK & CO INC
129.88%
Shares31.2K
Event2026-03-31
Filed2026-04-29
EA
ELECTRONIC ARTS INC
0.23%
Shares18.5K
Event2026-03-31
Filed2026-04-29
PEP
PEPSICO INC
2.97%
Shares24.2K
Event2026-03-31
Filed2026-04-29
ABBV
ABBVIE INC
9.64%
Shares16.8K
Event2026-03-31
Filed2026-04-29
PNC
PNC FINL SVCS GROUP INC
2.02%
Shares17.6K
Event2026-03-31
Filed2026-04-29
LOW
LOWES COS INC
3.18%
Shares14.8K
Event2026-03-31
Filed2026-04-29
VGIT
VANGUARD SCOTTSDALE FDS
-14.62%
Shares57.5K
Event2026-03-31
Filed2026-04-29
SYK
STRYKER CORPORATION
4.65%
Shares10.4K
Event2026-03-31
Filed2026-04-29
SCHW
SCHWAB CHARLES CORP
3.58%
Shares35.7K
Event2026-03-31
Filed2026-04-29
ADP
AUTOMATIC DATA PROCESSING IN
10.96%
Shares16.3K
Event2026-03-31
Filed2026-04-29
NTRS
NORTHERN TR CORP
1.57%
Shares23.4K
Event2026-03-31
Filed2026-04-29
BKNG
BOOKING HOLDINGS INC
22.24%
Shares764
Event2026-03-31
Filed2026-04-29
BMY
BRISTOL-MYERS SQUIBB CO
5.94%
Shares51.9K
Event2026-03-31
Filed2026-04-29
CSX
CSX CORP
2.97%
Shares76.7K
Event2026-03-31
Filed2026-04-29
PANW
PALO ALTO NETWORKS INC
10.22%
Shares19.5K
Event2026-03-31
Filed2026-04-29
JEPI
J P MORGAN EXCHANGE TRADED F
-71.51%
Shares52.3K
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC
MEDTRONIC PLC
3.80%
Shares33.8K
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
5.02%
Shares14.9K
Event2026-03-31
Filed2026-04-29
NFLX
NETFLIX INC.
37.53%
Shares30.2K
Event2026-03-31
Filed2026-04-29
WMT
WALMART INC
19.63%
Shares22.8K
Event2026-03-31
Filed2026-04-29
SCHP
SCHWAB STRATEGIC TR
-4.77%
Shares104.5K
Event2026-03-31
Filed2026-04-29
DIS
DISNEY WALT CO
3.53%
Shares28.4K
Event2026-03-31
Filed2026-04-29
IBDT
ISHARES TR
5.88%
Shares106.8K
Event2026-03-31
Filed2026-04-29
SPGI
S&P GLOBAL INC
-5.66%
Shares6.4K
Event2026-03-31
Filed2026-04-29
APH
AMPHENOL CORP
-0.77%
Shares20.5K
Event2026-03-31
Filed2026-04-29
IWR
ISHARES TR
0.00%
Shares26.4K
Event2026-03-31
Filed2026-04-29
FNDB
SCHWAB STRATEGIC TR
-1.54%
Shares93.7K
Event2026-03-31
Filed2026-04-29
UNH
UNITEDHEALTH GROUP INC
162.49%
Shares9.4K
Event2026-03-31
Filed2026-04-29
RTX
RTX CORPORATION
12.13%
Shares12.8K
Event2026-03-31
Filed2026-04-29
CRM
SALESFORCE INC
13.93%
Shares13.2K
Event2026-03-31
Filed2026-04-29
ADBE
ADOBE INC
4.88%
Shares10.1K
Event2026-03-31
Filed2026-04-29
SPEM
SPDR INDEX SHS FDS
-9.80%
Shares50.5K
Event2026-03-31
Filed2026-04-29
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-29
ALPS ETF TR
ALPS ETF TR
5.07%
Shares43.5K
Event2026-03-31
Filed2026-04-29
USB
US BANCORP
-35.28%
Shares43.3K
Event2026-03-31
Filed2026-04-29
CMCSA
COMCAST CORP NEW
6.69%
Shares78.6K
Event2026-03-31
Filed2026-04-29
IBDU
ISHARES TR
12.74%
Shares95.3K
Event2026-03-31
Filed2026-04-29
PYPL
PAYPAL HLDGS INC
12.90%
Shares48.8K
Event2026-03-31
Filed2026-04-29
IEI
ISHARES TR
0.00%
Shares18.2K
Event2026-03-31
Filed2026-04-29
ETFS GOLD TR
ETFS GOLD TR
-10.09%
Shares47.7K
Event2026-03-31
Filed2026-04-29
EFA
ISHARES TR
-1.38%
Shares21.8K
Event2026-03-31
Filed2026-04-29
TSM
TAIWAN SEMICONDUCTOR MANUFAC
10.57%
Shares6.2K
Event2026-03-31
Filed2026-04-29
CAT
CATERPILLAR INC
12.85%
Shares2.9K
Event2026-03-31
Filed2026-04-29
ORCL
ORACLE CORP
-22.57%
Shares13.6K
Event2026-03-31
Filed2026-04-29
VST
VISTRA CORP
48.39%
Shares13.3K
Event2026-03-31
Filed2026-04-29
BDX
BECTON DICKINSON & CO
9.23%
Shares12.6K
Event2026-03-31
Filed2026-04-29
IQDG
WISDOMTREE TR
15.21%
Shares49.1K
Event2026-03-31
Filed2026-04-29
IBDV
ISHARES TR
8.37%
Shares88.8K
Event2026-03-31
Filed2026-04-29
IEF
ISHARES TR
New
Shares19.6K
Event2026-03-31
Filed2026-04-29
LINDE PLC
LINDE PLC
41.65%
Shares3.7K
Event2026-03-31
Filed2026-04-29
HD
HOME DEPOT INC
10.85%
Shares5.6K
Event2026-03-31
Filed2026-04-29
DFAS
DIMENSIONAL ETF TRUST
-32.63%
Shares25.1K
Event2026-03-31
Filed2026-04-29
IWF
ISHARES TR
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-29
AMD
ADVANCED MICRO DEVICES INC
15.75%
Shares8.5K
Event2026-03-31
Filed2026-04-29
ASML
ASML HLDG NV
24.20%
Shares1.3K
Event2026-03-31
Filed2026-04-29
PFE
PFIZER INC
-55.91%
Shares61.1K
Event2026-03-31
Filed2026-04-29
LULU
LULULEMON ATHLETICA INC
New
Shares11.2K
Event2026-03-31
Filed2026-04-29
CHKP
CHECK POINT SOFTWARE TECH LT
48.29%
Shares11.9K
Event2026-03-31
Filed2026-04-29
EQT CORP
EQT CORP
0.05%
Shares26.7K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP
LAM RESEARCH CORP
16.32%
Shares7.8K
Event2026-03-31
Filed2026-04-29
CAH
CARDINAL HEALTH INC
0.23%
Shares7.7K
Event2026-03-31
Filed2026-04-29
IBDW
ISHARES TR
86.74%
Shares76.6K
Event2026-03-31
Filed2026-04-29
SUSA
ISHARES TR
-0.36%
Shares12.0K
Event2026-03-31
Filed2026-04-29
FAST
FASTENAL CO
2.81%
Shares33.6K
Event2026-03-31
Filed2026-04-29
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-29
BSMQ
INVESCO EXCH TRD SLF IDX FD
-1.30%
Shares63.8K
Event2026-03-31
Filed2026-04-29
MS
MORGAN STANLEY
11.42%
Shares9.0K
Event2026-03-31
Filed2026-04-29
BAC
BANK AMERICA CORP
17.53%
Shares30.3K
Event2026-03-31
Filed2026-04-29
MU
MICRON TECHNOLOGY INC
32.49%
Shares4.3K
Event2026-03-31
Filed2026-04-29
VMBS
VANGUARD SCOTTSDALE FDS
0.00%
Shares31.2K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE
GE AEROSPACE
7.86%
Shares5.0K
Event2026-03-31
Filed2026-04-29
ABT
ABBOTT LABORATORIES
2.99%
Shares13.9K
Event2026-03-31
Filed2026-04-29
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
1.58%
Shares30.4K
Event2026-03-31
Filed2026-04-29
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
2.99%
Shares6.6K
Event2026-03-31
Filed2026-04-29
ROST
ROSS STORES INC
2.18%
Shares6.3K
Event2026-03-31
Filed2026-04-29
SPYM
SPDR SERIES TRUST
0.00%
Shares17.5K
Event2026-03-31
Filed2026-04-29
DHR
DANAHER CORP DEL
-57.29%
Shares7.0K
Event2026-03-31
Filed2026-04-29
PM
PHILIP MORRIS INTL INC
6.70%
Shares7.9K
Event2026-03-31
Filed2026-04-29
GEV
GE VERNOVA INC
16.47%
Shares1.5K
Event2026-03-31
Filed2026-04-29
GS
GOLDMAN SACHS GROUP INC
20.11%
Shares1.5K
Event2026-03-31
Filed2026-04-29
EXPD
EXPEDITORS INTL WASH INC
-1.55%
Shares8.7K
Event2026-03-31
Filed2026-04-29
XLU
SELECT SECTOR SPDR TR
0.00%
Shares26.9K
Event2026-03-31
Filed2026-04-29
KO
COCA COLA CO
13.48%
Shares15.1K
Event2026-03-31
Filed2026-04-29
ORLY
OREILLY AUTOMOTIVE INC
-30.08%
Shares12.4K
Event2026-03-31
Filed2026-04-29
WFC
WELLS FARGO & CO
9.16%
Shares14.1K
Event2026-03-31
Filed2026-04-29
ISRG
INTUITIVE SURGICAL INC
-2.00%
Shares2.4K
Event2026-03-31
Filed2026-04-29
PLTR
PALANTIR TECHNOLOGIES INC
22.00%
Shares7.6K
Event2026-03-31
Filed2026-04-29
LH
LABCORP HOLDINGS INC
8.24%
Shares4.1K
Event2026-03-31
Filed2026-04-29
DVY
ISHARES TR
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-29
TMO
THERMO FISHER SCIENTIFIC INC
10.56%
Shares2.1K
Event2026-03-31
Filed2026-04-29
NEE
NEXTERA ENERGY INC
20.32%
Shares11.3K
Event2026-03-31
Filed2026-04-29
ULTA
ULTA BEAUTY INC
-0.30%
Shares2.0K
Event2026-03-31
Filed2026-04-29
MKL
MARKEL GROUP INC
-26.47%
Shares525
Event2026-03-31
Filed2026-04-29
VZ
VERIZON COMMUNICATIONS INC
25.02%
Shares19.8K
Event2026-03-31
Filed2026-04-29
COP
CONOCOPHILLIPS
20.87%
Shares7.5K
Event2026-03-31
Filed2026-04-29
AMAT
APPLIED MATLS INC
16.43%
Shares2.8K
Event2026-03-31
Filed2026-04-29
RGA
REINSURANCE GROUP AMER INC
3.07%
Shares4.7K
Event2026-03-31
Filed2026-04-29
CB
CHUBB LTD SWITZ
12.76%
Shares2.9K
Event2026-03-31
Filed2026-04-29
NVS
NOVARTIS AG
32.84%
Shares6.2K
Event2026-03-31
Filed2026-04-29
IBM
INTERNATIONAL BUSINESS MACHS
-12.65%
Shares3.9K
Event2026-03-31
Filed2026-04-29
EME
EMCOR GROUP INC
7.16%
Shares1.2K
Event2026-03-31
Filed2026-04-29
BLACKROCK INC
BLACKROCK INC
8.33%
Shares936
Event2026-03-31
Filed2026-04-29
IWD
ISHARES TR
2.49%
Shares4.2K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
CITIGROUP INC
20.97%
Shares7.8K
Event2026-03-31
Filed2026-04-29
DGRO
ISHARES TR
0.00%
Shares12.6K
Event2026-03-31
Filed2026-04-29
DOCU
DOCUSIGN INC
0.43%
Shares18.6K
Event2026-03-31
Filed2026-04-29
JBL
JABIL INC
3.53%
Shares3.3K
Event2026-03-31
Filed2026-04-29
TJX
TJX COS INC NEW
22.05%
Shares5.5K
Event2026-03-31
Filed2026-04-29
EATON CORP PLC
EATON CORP PLC
11.53%
Shares2.4K
Event2026-03-31
Filed2026-04-29
KLAC
KLA CORP
15.75%
Shares588
Event2026-03-31
Filed2026-04-29
ACGL
ARCH CAP GROUP LTD
4.78%
Shares8.8K
Event2026-03-31
Filed2026-04-29
AER
AERCAP HOLDINGS NV
139.79%
Shares6.1K
Event2026-03-31
Filed2026-04-29
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares13.0K
Event2026-03-31
Filed2026-04-29
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-29
BABA
ALIBABA GROUP HLDG LTD
30.13%
Shares6.5K
Event2026-03-31
Filed2026-04-29
BA
BOEING CO
10.89%
Shares4.1K
Event2026-03-31
Filed2026-04-29
XPO
XPO INC
2.34%
Shares4.2K
Event2026-03-31
Filed2026-04-29
MCHP
MICROCHIP TECHNOLOGY INC.
0.95%
Shares12.5K
Event2026-03-31
Filed2026-04-29
T
AT&T INC
19.58%
Shares27.5K
Event2026-03-31
Filed2026-04-29
VRTX
VERTEX PHARMACEUTICALS INC
13.41%
Shares1.8K
Event2026-03-31
Filed2026-04-29
EEM
ISHARES TR
-1.80%
Shares13.8K
Event2026-03-31
Filed2026-04-29
AFG
AMERICAN FINANCIAL GROUP INC
-6.28%
Shares6.1K
Event2026-03-31
Filed2026-04-29
CF
CF INDUSTRIES HOLD
4.79%
Shares5.9K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC
ARISTA NETWORKS INC
17.35%
Shares6.2K
Event2026-03-31
Filed2026-04-29
ELAN
ELANCO ANIMAL HEALTH INC
0.44%
Shares31.9K
Event2026-03-31
Filed2026-04-29
FIX
COMFORT SYS USA INC
92.01%
Shares553
Event2026-03-31
Filed2026-04-29
STLD
STEEL DYNAMICS INC
3.34%
Shares4.2K
Event2026-03-31
Filed2026-04-29
BRO
BROWN & BROWN INC
9.93%
Shares11.3K
Event2026-03-31
Filed2026-04-29
CPRT
COPART INC
0.66%
Shares22.3K
Event2026-03-31
Filed2026-04-29
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
8.61%
Shares2.1K
Event2026-03-31
Filed2026-04-29
MO
ALTRIA GROUP INC
26.23%
Shares11.0K
Event2026-03-31
Filed2026-04-29
BK
BANK NEW YORK MELLON CORP
4.78%
Shares6.1K
Event2026-03-31
Filed2026-04-29
WSM
WILLIAMS SONOMA INC
2.36%
Shares3.9K
Event2026-03-31
Filed2026-04-29
CEG
CONSTELLATION ENERGY CORP
-0.58%
Shares2.6K
Event2026-03-31
Filed2026-04-29
ESGU
ISHARES TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-29
CR
CRANE COMPANY
-15.26%
Shares4.1K
Event2026-03-31
Filed2026-04-29
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares3.6K
Event2026-03-31
Filed2026-04-29
IBMO
ISHARES TR
0.00%
Shares27.5K
Event2026-03-31
Filed2026-04-29
SHEL
SHELL PLC
45.24%
Shares7.5K
Event2026-03-31
Filed2026-04-29
UHS
UNIVERSAL HLTH SVCS INC
1.27%
Shares3.9K
Event2026-03-31
Filed2026-04-29
DVN
DEVON ENERGY CORP NEW
-2.02%
Shares13.6K
Event2026-03-31
Filed2026-04-29
RF
REGIONS FINANCIAL CORP NEW
3.18%
Shares26.0K
Event2026-03-31
Filed2026-04-29
MLI
MUELLER INDS INC
63.08%
Shares6.1K
Event2026-03-31
Filed2026-04-29
SBUX
STARBUCKS CORP
8.82%
Shares7.5K
Event2026-03-31
Filed2026-04-29
INTC
INTEL CORP
33.39%
Shares15.0K
Event2026-03-31
Filed2026-04-29
AEM
AGNICO EAGLE MINES LTD
9.12%
Shares3.2K
Event2026-03-31
Filed2026-04-29
JCI
JOHNSON CONTROLS INTERNATION
7.00%
Shares5.0K
Event2026-03-31
Filed2026-04-29
GLD
SPDR GOLD TR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-29
OMC
OMNICOM GROUP INC
5.02%
Shares8.3K
Event2026-03-31
Filed2026-04-29
SFM
SPROUTS FMRS MKT INC
2.46%
Shares8.2K
Event2026-03-31
Filed2026-04-29
HARRIS OAKMARK ETF TRUST
HARRIS OAKMARK ETF TRUST
New
Shares20.5K
Event2026-03-31
Filed2026-04-29
VDE
VANGUARD WORLD FD
-66.23%
Shares3.6K
Event2026-03-31
Filed2026-04-29
COF
CAPITAL ONE FINL CORP
8.45%
Shares3.4K
Event2026-03-31
Filed2026-04-29
EXEL
EXELIXIS INC
-4.97%
Shares14.1K
Event2026-03-31
Filed2026-04-29
SAP
SAP SE
66.31%
Shares3.5K
Event2026-03-31
Filed2026-04-29
CARR
CARRIER GLOBAL CORPORATION
5.20%
Shares10.6K
Event2026-03-31
Filed2026-04-29
APA CORPORATION
APA CORPORATION
-0.70%
Shares14.0K
Event2026-03-31
Filed2026-04-29
MDYG
SPDR SERIES TRUST
-2.99%
Shares6.1K
Event2026-03-31
Filed2026-04-29
MDYV
SPDR SERIES TRUST
-2.30%
Shares6.9K
Event2026-03-31
Filed2026-04-29
ICE
INTERCONTINENTAL EXCHANGE IN
15.03%
Shares3.7K
Event2026-03-31
Filed2026-04-29
MUSA
MURPHY USA INC
-11.40%
Shares1.2K
Event2026-03-31
Filed2026-04-29
JLL
JONES LANG LASALLE INC
99.37%
Shares1.9K
Event2026-03-31
Filed2026-04-29
GNRC
GENERAC HLDGS INC
1.33%
Shares3.0K
Event2026-03-31
Filed2026-04-29
HON
HONEYWELL INTL INC
95.17%
Shares2.5K
Event2026-03-31
Filed2026-04-29
UNP
UNION PAC CORP
10.48%
Shares2.3K
Event2026-03-31
Filed2026-04-29
WRB
BERKLEY W R CORP
-55.32%
Shares8.5K
Event2026-03-31
Filed2026-04-29
IWO
ISHARES TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-29
TMUS
T-MOBILE US INC
29.45%
Shares2.7K
Event2026-03-31
Filed2026-04-29
TDG
TRANSDIGM GROUP INC
-3.81%
Shares480
Event2026-03-31
Filed2026-04-29
IJK
ISHARES TR
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-29
CFG
CITIZENS FINL GROUP INC
New
Shares9.2K
Event2026-03-31
Filed2026-04-29
MDLZ
MONDELEZ INTL INC
-13.66%
Shares9.4K
Event2026-03-31
Filed2026-04-29
BNL
BROADSTONE NET LEASE INC
0.80%
Shares29.4K
Event2026-03-31
Filed2026-04-29
TMHC
TAYLOR MORRISON HOME CORP
-4.62%
Shares9.3K
Event2026-03-31
Filed2026-04-29
CL
COLGATE PALMOLIVE CO
24.45%
Shares6.3K
Event2026-03-31
Filed2026-04-29
DE
DEERE & CO
60.44%
Shares945
Event2026-03-31
Filed2026-04-29
WELL
WELLTOWER INC
13.08%
Shares2.7K
Event2026-03-31
Filed2026-04-29
CDW
CDW CORP
-20.20%
Shares4.4K
Event2026-03-31
Filed2026-04-29
HUBBELL INC
HUBBELL INC
5.92%
Shares1.1K
Event2026-03-31
Filed2026-04-29
UBER
UBER TECHNOLOGIES INC
23.31%
Shares7.3K
Event2026-03-31
Filed2026-04-29
AOS
SMITH A O CORP
New
Shares7.9K
Event2026-03-31
Filed2026-04-29
FLEX
FLEXTRONICS INTL LTD
2.09%
Shares8.0K
Event2026-03-31
Filed2026-04-29
MUFG
MITSUBISHI UFJ FINANCIAL GRO
16.83%
Shares30.4K
Event2026-03-31
Filed2026-04-29
NEM
NEWMONT CORP
7.17%
Shares4.8K
Event2026-03-31
Filed2026-04-29
SPDN
DIREXION SHARES ETF TRUST
28.23%
Shares51.5K
Event2026-03-31
Filed2026-04-29
MTB
M & T BK CORP
3.33%
Shares2.5K
Event2026-03-31
Filed2026-04-29
WMB
WILLIAMS COS INC
-2.19%
Shares7.0K
Event2026-03-31
Filed2026-04-29
ING
ING GROEP N.V.
14.39%
Shares19.4K
Event2026-03-31
Filed2026-04-29
WM
WASTE MGMT INC DEL
0.05%
Shares2.2K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
36.19%
Shares3.8K
Event2026-03-31
Filed2026-04-29
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
5.13%
Shares1.2K
Event2026-03-31
Filed2026-04-29
HST
HOST HOTELS & RESORTS INC
8.84%
Shares25.3K
Event2026-03-31
Filed2026-04-29
WDC
WESTERN DIGITAL CORP
4.10%
Shares1.8K
Event2026-03-31
Filed2026-04-29
INTU
INTUIT
34.79%
Shares1.1K
Event2026-03-31
Filed2026-04-29
FDX
FEDEX CORP
5.78%
Shares1.3K
Event2026-03-31
Filed2026-04-29
SCHD
SCHWAB STRATEGIC TR
7.17%
Shares15.6K
Event2026-03-31
Filed2026-04-29
SLB
SLB LIMITED
18.57%
Shares9.2K
Event2026-03-31
Filed2026-04-29
BSX
BOSTON SCIENTIFIC CORP
23.59%
Shares7.5K
Event2026-03-31
Filed2026-04-29
GUNR
FLEXSHARES TR
0.00%
Shares8.5K
Event2026-03-31
Filed2026-04-29
DFIV
DIMENSIONAL ETF TRUST
-1.78%
Shares8.8K
Event2026-03-31
Filed2026-04-29
HCA
HCA HEALTHCARE INC
10.44%
Shares973
Event2026-03-31
Filed2026-04-29
EXC
EXELON CORP
2.37%
Shares9.4K
Event2026-03-31
Filed2026-04-29
SONY
SONY GROUP CORP
78.96%
Shares21.8K
Event2026-03-31
Filed2026-04-29
VLO
VALERO ENERGY CORP
28.13%
Shares1.8K
Event2026-03-31
Filed2026-04-29
SHOP
SHOPIFY INC
7.55%
Shares3.7K
Event2026-03-31
Filed2026-04-29
ECL
ECOLAB INC
46.52%
Shares1.7K
Event2026-03-31
Filed2026-04-29
MET
METLIFE INC
7.26%
Shares6.3K
Event2026-03-31
Filed2026-04-29
CDNS
CADENCE DESIGN SYSTEM INC
9.78%
Shares1.6K
Event2026-03-31
Filed2026-04-29
IYW
ISHARES TR
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-29
FICO
FAIR ISAAC CORP
9.07%
Shares409
Event2026-03-31
Filed2026-04-29
PH
PARKER-HANNIFIN CORP
29.95%
Shares486
Event2026-03-31
Filed2026-04-29
OKTA
OKTA INC
8.25%
Shares5.5K
Event2026-03-31
Filed2026-04-29
LMT
LOCKHEED MARTIN CORP
21.69%
Shares718
Event2026-03-31
Filed2026-04-29
SYF
SYNCHRONY FINANCIAL
4.00%
Shares6.4K
Event2026-03-31
Filed2026-04-29
MGY
MAGNOLIA OIL & GAS CORP
-1.06%
Shares13.5K
Event2026-03-31
Filed2026-04-29
GM
GENERAL MTRS CO
7.61%
Shares5.7K
Event2026-03-31
Filed2026-04-29
DECK
DECKERS OUTDOOR CORP
3.36%
Shares4.3K
Event2026-03-31
Filed2026-04-29
CRUS
CIRRUS LOGIC INC
New
Shares2.9K
Event2026-03-31
Filed2026-04-29
CTAS
CINTAS CORP
-11.13%
Shares2.5K
Event2026-03-31
Filed2026-04-29
TPR
TAPESTRY INC
6.30%
Shares3.0K
Event2026-03-31
Filed2026-04-29
ZM
ZOOM COMMUNICATIONS INC
10.28%
Shares5.3K
Event2026-03-31
Filed2026-04-29
CIEN
CIENA CORP
19.27%
Shares1.1K
Event2026-03-31
Filed2026-04-29
VIST
VISTA ENERGY S.A.B. DE C.V.
New
Shares5.5K
Event2026-03-31
Filed2026-04-29
GGG
GRACO INC
5.50%
Shares4.9K
Event2026-03-31
Filed2026-04-29
NOW
SERVICENOW INC
39.02%
Shares4.0K
Event2026-03-31
Filed2026-04-29
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-29
HLT
HILTON WORLDWIDE HLDGS INC
27.36%
Shares1.4K
Event2026-03-31
Filed2026-04-29
JXN
JACKSON FINANCIAL INC
New
Shares3.8K
Event2026-03-31
Filed2026-04-29
TXN
TEXAS INSTRS INC
46.02%
Shares2.1K
Event2026-03-31
Filed2026-04-29
HAL
HALLIBURTON CO
22.83%
Shares10.4K
Event2026-03-31
Filed2026-04-29
SUSB
ISHARES TR
-0.76%
Shares16.1K
Event2026-03-31
Filed2026-04-29
NUSC
NUSHARES ETF TR
-0.51%
Shares8.9K
Event2026-03-31
Filed2026-04-29
TT
TRANE TECHNOLOGIES PLC
45.48%
Shares966
Event2026-03-31
Filed2026-04-29
FANG
DIAMONDBACK ENERGY INC
49.21%
Shares2.0K
Event2026-03-31
Filed2026-04-29
ABFL
ABACUS FCF ETF TR
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-29
FCX
FREEPORT MCMORAN INC
4.00%
Shares6.7K
Event2026-03-31
Filed2026-04-29
CORE NATURAL RESOURCES INC
CORE NATURAL RESOURCES INC
0.19%
Shares3.7K
Event2026-03-31
Filed2026-04-29
GLW
CORNING INC
25.95%
Shares2.9K
Event2026-03-31
Filed2026-04-29
BTI
BRITISH AMERN TOB PLC
49.07%
Shares6.6K
Event2026-03-31
Filed2026-04-29
REGN
REGENERON PHARMACEUTICALS
15.97%
Shares501
Event2026-03-31
Filed2026-04-29
HSBC
HSBC HLDGS PLC
8.10%
Shares4.5K
Event2026-03-31
Filed2026-04-29
SDY
SPDR SERIES TRUST
66.04%
Shares2.6K
Event2026-03-31
Filed2026-04-29
SO
SOUTHERN CO
15.23%
Shares4.0K
Event2026-03-31
Filed2026-04-29
DGRW
WISDOMTREE TR
0.05%
Shares4.4K
Event2026-03-31
Filed2026-04-29
SHY
ISHARES TR
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-29
APP
APPLOVIN CORP
-18.78%
Shares956
Event2026-03-31
Filed2026-04-29
URI
UNITED RENTALS INC
0.39%
Shares521
Event2026-03-31
Filed2026-04-29
FTNT
FORTINET INC
63.57%
Shares4.6K
Event2026-03-31
Filed2026-04-29
CSL
CARLISLE COS INC
7.66%
Shares1.1K
Event2026-03-31
Filed2026-04-29
UNILEVER PLC
UNILEVER PLC
-4.40%
Shares6.5K
Event2026-03-31
Filed2026-04-29
ENS
ENERSYS
New
Shares2.1K
Event2026-03-31
Filed2026-04-29
DBX
DROPBOX INC
-8.02%
Shares16.3K
Event2026-03-31
Filed2026-04-29
SCHF
SCHWAB STRATEGIC TR
-5.91%
Shares14.9K
Event2026-03-31
Filed2026-04-29
CVS
CVS HEALTH CORP
19.13%
Shares5.1K
Event2026-03-31
Filed2026-04-29
VSGX
VANGUARD WORLD FD
-0.54%
Shares5.1K
Event2026-03-31
Filed2026-04-29
NTAP
NETAPP INC
-12.16%
Shares3.5K
Event2026-03-31
Filed2026-04-29
PWR
QUANTA SVCS INC
16.05%
Shares658
Event2026-03-31
Filed2026-04-29
XLF
SELECT SECTOR SPDR TR
0.00%
Shares7.3K
Event2026-03-31
Filed2026-04-29
PLD
PROLOGIS INC.
32.02%
Shares2.7K
Event2026-03-31
Filed2026-04-29
IBN
ICICI BANK LIMITED
102.72%
Shares13.8K
Event2026-03-31
Filed2026-04-29
UPS
UNITED PARCEL SVCS INC
-7.46%
Shares3.6K
Event2026-03-31
Filed2026-04-29
NVO
NOVO-NORDISK A S
-2.20%
Shares9.4K
Event2026-03-31
Filed2026-04-29
RCL
ROYAL CARIBBEAN GROUP
52.62%
Shares1.3K
Event2026-03-31
Filed2026-04-29
NET
CLOUDFLARE INC
36.73%
Shares1.7K
Event2026-03-31
Filed2026-04-29
IBMP
ISHARES TR
0.00%
Shares13.9K
Event2026-03-31
Filed2026-04-29
CVE
CENOVUS ENERGY INC
New
Shares13.2K
Event2026-03-31
Filed2026-04-29
VUG
VANGUARD INDEX FDS
-5.68%
Shares797
Event2026-03-31
Filed2026-04-29
G
GENPACT LIMITED
New
Shares9.3K
Event2026-03-31
Filed2026-04-29
EQIX
EQUINIX INC
New
Shares353
Event2026-03-31
Filed2026-04-29
BP
BP PLC
New
Shares7.4K
Event2026-03-31
Filed2026-04-29
ITW
ILLINOIS TOOL WKS INC
57.54%
Shares1.3K
Event2026-03-31
Filed2026-04-29
BIIB
BIOGEN INC
11.28%
Shares1.9K
Event2026-03-31
Filed2026-04-29
LHX
L3HARRIS TECHNOLOGIES INC
31.74%
Shares992
Event2026-03-31
Filed2026-04-29
VB
VANGUARD INDEX FDS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-29
GSK PLC
GSK PLC
New
Shares6.1K
Event2026-03-31
Filed2026-04-29
FOXA
FOX CORP
-12.38%
Shares5.8K
Event2026-03-31
Filed2026-04-29
NOC
NORTHROP GRUMMAN CORP
21.57%
Shares496
Event2026-03-31
Filed2026-04-29
ALLY
ALLY FINL INC
New
Shares8.6K
Event2026-03-31
Filed2026-04-29
CHD
CHURCH & DWIGHT CO INC
New
Shares3.6K
Event2026-03-31
Filed2026-04-29
AYI
ACUITY INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-29
ALL
ALLSTATE CORP
23.07%
Shares1.6K
Event2026-03-31
Filed2026-04-29
EW
EDWARDS LIFESCIENCES CORP
9.81%
Shares4.2K
Event2026-03-31
Filed2026-04-29
O
REALTY INCOME CORP
9.95%
Shares5.4K
Event2026-03-31
Filed2026-04-29
SPOT
SPOTIFY TECHNOLOGY S A
12.25%
Shares687
Event2026-03-31
Filed2026-04-29
SPG
SIMON PPTY GROUP INC NEW
9.32%
Shares1.8K
Event2026-03-31
Filed2026-04-29
APPF
APPFOLIO INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-29
AEP
AMERICAN ELEC PWR CO INC
17.20%
Shares2.5K
Event2026-03-31
Filed2026-04-29
HWM
HOWMET AEROSPACE INC
28.47%
Shares1.4K
Event2026-03-31
Filed2026-04-29
RMBS
RAMBUS INC DEL
New
Shares3.8K
Event2026-03-31
Filed2026-04-29
GWW
WW GRAINGER INC
37.44%
Shares301
Event2026-03-31
Filed2026-04-29
GNTX
GENTEX CORP
New
Shares15.0K
Event2026-03-31
Filed2026-04-29
MAR
MARRIOTT INTL INC NEW
23.36%
Shares998
Event2026-03-31
Filed2026-04-29
MPWR
MONOLITHIC PWR SYS INC
17.00%
Shares296
Event2026-03-31
Filed2026-04-29
BILL HOLDINGS INC
BILL HOLDINGS INC
New
Shares8.4K
Event2026-03-31
Filed2026-04-29
TWLO
TWILIO INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-29
HLN
HALEON PLC
20.52%
Shares31.9K
Event2026-03-31
Filed2026-04-29
TTC
TORO CO
-0.03%
Shares3.4K
Event2026-03-31
Filed2026-04-29
CME
CME GROUP INC
3.77%
Shares1.1K
Event2026-03-31
Filed2026-04-29
AMT
AMERICAN TOWER CORP
17.85%
Shares1.8K
Event2026-03-31
Filed2026-04-29
VEU
VANGUARD INTL EQUITY INDEX F
3.37%
Shares4.2K
Event2026-03-31
Filed2026-04-29
CROX
CROCS INC
-6.77%
Shares3.8K
Event2026-03-31
Filed2026-04-29
THE CIGNA GROUP
THE CIGNA GROUP
5.89%
Shares1.2K
Event2026-03-31
Filed2026-04-29
MSI
MOTOROLA SOLUTIONS INC
New
Shares706
Event2026-03-31
Filed2026-04-29
TRV
TRAVELERS COMPANIES INC
4.78%
Shares1.1K
Event2026-03-31
Filed2026-04-29
TM
TOYOTA MOTOR CORP
31.59%
Shares1.5K
Event2026-03-31
Filed2026-04-29
MMM
3M CO
42.86%
Shares2.1K
Event2026-03-31
Filed2026-04-29
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-29
OC
OWENS CORNING NEW
1.58%
Shares2.8K
Event2026-03-31
Filed2026-04-29
LNT
ALLIANT ENERGY CORP
4.60%
Shares4.2K
Event2026-03-31
Filed2026-04-29
CENCORA INC
CENCORA INC
19.77%
Shares951
Event2026-03-31
Filed2026-04-29
ADSK
AUTODESK INC
35.66%
Shares1.2K
Event2026-03-31
Filed2026-04-29
RSG
REPUBLIC SVCS INC
30.73%
Shares1.3K
Event2026-03-31
Filed2026-04-29
CRH PLC
CRH PLC
54.53%
Shares2.7K
Event2026-03-31
Filed2026-04-29
MKSI
MKS INC.
New
Shares1.3K
Event2026-03-31
Filed2026-04-29
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-15.87%
Shares2.6K
Event2026-03-31
Filed2026-04-29
ETR
ENTERGY CORP NEW
16.71%
Shares2.5K
Event2026-03-31
Filed2026-04-29
BUD
ANHEUSER BUSCH INBEV SA NV
New
Shares4.1K
Event2026-03-31
Filed2026-04-29
WAT
WATERS CORP
New
Shares948
Event2026-03-31
Filed2026-04-29
OXY
OCCIDENTAL PETE CORP
New
Shares4.3K
Event2026-03-31
Filed2026-04-29
VRT
VERTIV HOLDINGS CO
New
Shares1.1K
Event2026-03-31
Filed2026-04-29
BLACKSTONE INC
BLACKSTONE INC
0.99%
Shares2.4K
Event2026-03-31
Filed2026-04-29
IR
INGERSOLL RAND INC
13.87%
Shares3.5K
Event2026-03-31
Filed2026-04-29
CMI
CUMMINS INC
18.49%
Shares519
Event2026-03-31
Filed2026-04-29
ELV
ELEVANCE HEALTH INC FORMERLY
-18.33%
Shares949
Event2026-03-31
Filed2026-04-29
SNDK
SANDISK CORP
New
Shares434
Event2026-03-31
Filed2026-04-29
ANF
ABERCROMBIE & FITCH CO
12.47%
Shares3.0K
Event2026-03-31
Filed2026-04-29
D
DOMINION ENERGY INC
3.58%
Shares4.5K
Event2026-03-31
Filed2026-04-29
AMP
AMERIPRISE FINL INC
12.96%
Shares619
Event2026-03-31
Filed2026-04-29
PSX
PHILLIPS 66
New
Shares1.5K
Event2026-03-31
Filed2026-04-29
ED
CONSOLIDATED EDISON INC
New
Shares2.4K
Event2026-03-31
Filed2026-04-29
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
New
Shares2.3K
Event2026-03-31
Filed2026-04-29
IT
GARTNER INC
-54.89%
Shares1.7K
Event2026-03-31
Filed2026-04-29
MELI
MERCADOLIBRE INC
7.59%
Shares156
Event2026-03-31
Filed2026-04-29
SPTI
SPDR SERIES TRUST
1.23%
Shares9.4K
Event2026-03-31
Filed2026-04-29
TEX
TEREX CORP NEW
New
Shares4.6K
Event2026-03-31
Filed2026-04-29
F
FORD MTR CO
3.68%
Shares23.2K
Event2026-03-31
Filed2026-04-29
WBD
WARNER BROS DISCOVERY INC
30.50%
Shares9.7K
Event2026-03-31
Filed2026-04-29
AIG
AMERICAN INTL GROUP INC
35.19%
Shares3.5K
Event2026-03-31
Filed2026-04-29
FI
FISERV INC
-6.28%
Shares4.7K
Event2026-03-31
Filed2026-04-29
IBTJ
ISHARES TR
0.00%
Shares12.1K
Event2026-03-31
Filed2026-04-29
ASX
ASE TECHNOLOGY HLDG CO LTD
17.75%
Shares12.1K
Event2026-03-31
Filed2026-04-29
RWM
PROSHARES TR
3.94%
Shares16.0K
Event2026-03-31
Filed2026-04-29
IBTH
ISHARES TR
0.00%
Shares11.5K
Event2026-03-31
Filed2026-04-29
IVW
ISHARES TR
0.04%
Shares2.3K
Event2026-03-31
Filed2026-04-29
YUM
YUM BRANDS INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-29
BHP
BHP BILLITON LIMITED
New
Shares3.5K
Event2026-03-31
Filed2026-04-29
CALM
CAL MAINE FOODS INC
-0.80%
Shares3.2K
Event2026-03-31
Filed2026-04-29
CPNG
COUPANG INC
10.52%
Shares13.4K
Event2026-03-31
Filed2026-04-29
PDD
PDD HOLDINGS INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-29
DAL
DELTA AIR LINES INC
New
Shares3.8K
Event2026-03-31
Filed2026-04-29
AEIS
ADVANCED ENERGY INDS
New
Shares783
Event2026-03-31
Filed2026-04-29
OTIS
OTIS WORLDWIDE CORP
-0.31%
Shares3.3K
Event2026-03-31
Filed2026-04-29
DELL
DELL TECHNOLOGIES INC
New
Shares1.5K
Event2026-03-31
Filed2026-04-29
MMC
MARSH & MCLENNAN COS INC
New
Shares1.4K
Event2026-03-31
Filed2026-04-29
RRX
REGAL REXNORD CORPORATION
-19.52%
Shares1.3K
Event2026-03-31
Filed2026-04-29
CTVA
CORTEVA INC
New
Shares2.9K
Event2026-03-31
Filed2026-04-29
IDXX
IDEXX LABS INC
New
Shares436
Event2026-03-31
Filed2026-04-29
QRVO
QORVO INC
11.11%
Shares3.2K
Event2026-03-31
Filed2026-04-29
NKE
NIKE INC
-8.83%
Shares4.6K
Event2026-03-31
Filed2026-04-29
ANGLOGOLD ASHANTI PLC
ANGLOGOLD ASHANTI PLC
New
Shares2.5K
Event2026-03-31
Filed2026-04-29
RGLD
ROYAL GOLD INC
New
Shares939
Event2026-03-31
Filed2026-04-29
WDAY
WORKDAY INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-29
COHERENT CORP
COHERENT CORP
New
Shares990
Event2026-03-31
Filed2026-04-29
MOS
MOSAIC CO
New
Shares9.2K
Event2026-03-31
Filed2026-04-29
AFL
AFLAC INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-29
GEHC
GE HEALTHCARE TECHNOLOGIES I
-2.00%
Shares3.3K
Event2026-03-31
Filed2026-04-29
EMR
EMERSON ELEC CO
13.80%
Shares1.8K
Event2026-03-31
Filed2026-04-29
RIG
TRANSOCEAN LTD
0.00%
Shares34.6K
Event2026-03-31
Filed2026-04-29
ES
EVERSOURCE ENERGY
4.54%
Shares3.3K
Event2026-03-31
Filed2026-04-29
NATIONAL GRID PLC
NATIONAL GRID PLC
New
Shares2.7K
Event2026-03-31
Filed2026-04-29
USFD
US FOODS HLDG CORP
New
Shares2.5K
Event2026-03-31
Filed2026-04-29
DOW
DOW HLDGS INC
New
Shares5.4K
Event2026-03-31
Filed2026-04-29
SAN
BANCO SANTANDER SA
61.53%
Shares20.0K
Event2026-03-31
Filed2026-04-29
MNST
MONSTER BEVERAGE CORP NEW
New
Shares3.1K
Event2026-03-31
Filed2026-04-29
TGT
TARGET CORP
New
Shares1.8K
Event2026-03-31
Filed2026-04-29
NSC
NORFOLK SOUTHN CORP
11.94%
Shares778
Event2026-03-31
Filed2026-04-29
KMI
KINDER MORGAN INC DEL
New
Shares6.6K
Event2026-03-31
Filed2026-04-29
VMC
VULCAN MATLS CO
-1.92%
Shares816
Event2026-03-31
Filed2026-04-29
DNOW
DNOW INC
9.36%
Shares18.7K
Event2026-03-31
Filed2026-04-29
VTV
VANGUARD INDEX FDS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-29
BSCR
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares11.3K
Event2026-03-31
Filed2026-04-29
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares2.2K
Event2026-03-31
Filed2026-04-29
SLAB
SILICON LABORATORIES INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-29
GRMN
GARMIN LTD
New
Shares935
Event2026-03-31
Filed2026-04-29
BKR
BAKER HUGHES COMPANY
New
Shares3.6K
Event2026-03-31
Filed2026-04-29
LNG
CHENIERE ENERGY INC
New
Shares761
Event2026-03-31
Filed2026-04-29
ZTS
ZOETIS INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-29
KEYS
KEYSIGHT TECHNOLOGIES INC
New
Shares763
Event2026-03-31
Filed2026-04-29
PCAR
PACCAR INC
New
Shares1.9K
Event2026-03-31
Filed2026-04-29
SU
SUNCOR ENERGY INC NEW
New
Shares3.2K
Event2026-03-31
Filed2026-04-29
SHW
SHERWIN WILLIAMS CO
New
Shares664
Event2026-03-31
Filed2026-04-29
SCMB
SCHWAB STRATEGIC TR
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-29
EPP
ISHARES INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-29
AA
ALCOA CORP
New
Shares3.2K
Event2026-03-31
Filed2026-04-29
ROP
ROPER TECHNOLOGIES INC
New
Shares586
Event2026-03-31
Filed2026-04-29
SNY
SANOFI SA
New
Shares4.3K
Event2026-03-31
Filed2026-04-29
WES
WESTERN MIDSTREAM PARTNERS L
New
Shares5.0K
Event2026-03-31
Filed2026-04-29
CBRE
CBRE GROUP INC
7.99%
Shares1.5K
Event2026-03-31
Filed2026-04-29
TRGP
TARGA RES CORP
New
Shares799
Event2026-03-31
Filed2026-04-29
UMC
UNITED MICROELECTRONICS CORP
2.59%
Shares21.3K
Event2026-03-31
Filed2026-04-29
RDY
DR REDDYS LABS LTD
New
Shares10.5K
Event2026-03-31
Filed2026-04-29
ERIC
TELEFONAKTIEBOLAGET LM ERICS
New
Shares11.9K
Event2026-03-31
Filed2026-04-29
WU
WESTERN UN CO
New
Shares15.2K
Event2026-03-31
Filed2026-04-29
APARTMENT INVT & MGMT CO
APARTMENT INVT & MGMT CO
New
Shares30.1K
Event2026-03-31
Filed2026-04-29
TIC
TIC SOLUTIONS INC
New
Shares17.9K
Event2026-03-31
Filed2026-04-29
AGNC
AGNC INVT CORP
New
Shares10.4K
Event2026-03-31
Filed2026-04-29
RPD
RAPID7 INC
New
Shares16.8K
Event2026-03-31
Filed2026-04-29
ITUB
ITAU UNIBANCO HLDG S A
New
Shares10.5K
Event2026-03-31
Filed2026-04-29
LYG
LLOYDS BANKING GROUP PLC
New
Shares15.1K
Event2026-03-31
Filed2026-04-29
KREF
KKR REAL ESTATE FIN TR INC
New
Shares11.3K
Event2026-03-31
Filed2026-04-29
BTE
BAYTEX ENERGY CORP
0.00%
Shares12.5K
Event2026-03-31
Filed2026-04-29
LPL
LG DISPLAY CO LTD
-7.67%
Shares14.2K
Event2026-03-31
Filed2026-04-29
PAYO
PAYONEER GLOBAL INC
New
Shares10.2K
Event2026-03-31
Filed2026-04-29
WIT
WIPRO LTD
-65.84%
Shares16.6K
Event2026-03-31
Filed2026-04-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Resonant Capital Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo