Sponsored
The Analysis of Retirement Planning Co of New England, Inc.'s Holdings & P&L
Currently, Retirement Planning Co of New England, Inc. holds 248 types of securities in its portfolio with a total value $245.8M. In the most recent quarter, they have increased their positions in FI (+6.9K shares, valued at $387.1K), META (+557 shares, valued at $318.7K), RYN (+15.4K shares, valued at $318.1K); decreased their positions in UNH (-3.2K shares, valued at $854.9K), BA (-2.1K shares, valued at $415.6K), BABA (-2.5K shares, valued at $314.9K); initiated new positions in RYN (+15.4K shares, valued at $318.1K), OKE (+2.9K shares, valued at $263.6K), TPG (+6.3K shares, valued at $254.6K).
1M P&L
+10.9M+4.97%
3M P&L
-16.0M-6.46%
HY P&L
-1.2M-0.50%
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/A51.3M
24.8%
2Semiconductors14.2M
6.9%
3Drug Manufacturers - General12.3M
5.9%
Top Industries by Stock Count
1N/A71 stocks
31.4%
2Drug Manufacturers - General9 stocks
4.0%
3Semiconductors7 stocks
3.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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NVDA
-0.99%NVIDIA CORPORATION
Shares52.6K
Event2026-03-31
Filed2026-05-08
AAPL
3.58%APPLE INC
Shares35.2K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TR
0.25%INVESCO QQQ TR
Shares11.8K
Event2026-03-31
Filed2026-05-08
ZVRA
-1.78%ZEVRA THERAPEUTICS INC
Shares651.1K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
3.62%ALPHABET INC
Shares18.7K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
1.36%BROADCOM INC
Shares15.2K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
3.60%ALPHABET INC
Shares15.7K
Event2026-03-31
Filed2026-05-08
ABBV
1.50%ABBVIE INC
Shares20.3K
Event2026-03-31
Filed2026-05-08
AMZN
0.82%AMAZON COM INC
Shares20.8K
Event2026-03-31
Filed2026-05-08
META
8.10%META PLATFORMS INC
Shares7.4K
Event2026-03-31
Filed2026-05-08
BA
-9.23%BOEING CO
Shares20.5K
Event2026-03-31
Filed2026-05-08
MSFT
2.09%MICROSOFT CORP
Shares9.9K
Event2026-03-31
Filed2026-05-08
BLACKSTONE INC
5.33%BLACKSTONE INC
Shares29.9K
Event2026-03-31
Filed2026-05-08
EATON CORP PLC
3.78%EATON CORP PLC
Shares9.3K
Event2026-03-31
Filed2026-05-08
EIPI
0.56%FIRST TR EXCHNG TRADED FD VI
Shares145.3K
Event2026-03-31
Filed2026-05-08
RTX
0.41%RTX CORPORATION
Shares15.1K
Event2026-03-31
Filed2026-05-08
VO
-0.55%VANGUARD INDEX FDS
Shares9.6K
Event2026-03-31
Filed2026-05-08
KMI
-1.20%KINDER MORGAN INC DEL
Shares77.2K
Event2026-03-31
Filed2026-05-08
V
0.80%VISA INC
Shares8.5K
Event2026-03-31
Filed2026-05-08
XOM
-0.38%EXXON MOBIL CORP
Shares14.9K
Event2026-03-31
Filed2026-05-08
TOAK
-0.10%MANAGER DIRECTED PORTFOLIOS
Shares85.1K
Event2026-03-31
Filed2026-05-08
GS
0.00%GOLDMAN SACHS GROUP INC
Shares2.8K
Event2026-03-31
Filed2026-05-08
USD
-3.08%PROSHARES TR
Shares48.9K
Event2026-03-31
Filed2026-05-08
LLY
0.29%ELI LILLY & CO
Shares2.4K
Event2026-03-31
Filed2026-05-08
BAC
1.08%BANK AMERICA CORP
Shares43.0K
Event2026-03-31
Filed2026-05-08
PM
0.37%PHILIP MORRIS INTL INC
Shares12.6K
Event2026-03-31
Filed2026-05-08
VNQ
0.70%VANGUARD INDEX FDS
Shares23.4K
Event2026-03-31
Filed2026-05-08
TQQQ
-10.63%PROSHARES TR
Shares47.9K
Event2026-03-31
Filed2026-05-08
VUG
2.61%VANGUARD INDEX FDS
Shares4.6K
Event2026-03-31
Filed2026-05-08
CVS
5.07%CVS HEALTH CORP
Shares26.9K
Event2026-03-31
Filed2026-05-08
BABA
-14.61%ALIBABA GROUP HLDG LTD
Shares14.7K
Event2026-03-31
Filed2026-05-08
FCX
-2.59%FREEPORT MCMORAN INC
Shares30.9K
Event2026-03-31
Filed2026-05-08
VB
-0.29%VANGUARD INDEX FDS
Shares6.9K
Event2026-03-31
Filed2026-05-08
CVX
-2.07%CHEVRON CORPORATION
Shares8.5K
Event2026-03-31
Filed2026-05-08
QCOM
8.20%QUALCOMM INC
Shares13.1K
Event2026-03-31
Filed2026-05-08
NFLX
1.57%NETFLIX INC.
Shares17.2K
Event2026-03-31
Filed2026-05-08
GILD
0.04%GILEAD SCIENCES INC
Shares11.3K
Event2026-03-31
Filed2026-05-08
CAT
2.27%CATERPILLAR INC
Shares2.2K
Event2026-03-31
Filed2026-05-08
MS
-0.54%MORGAN STANLEY
Shares9.1K
Event2026-03-31
Filed2026-05-08
MCD
-0.10%MCDONALDS CORP
Shares4.8K
Event2026-03-31
Filed2026-05-08
WFC
-0.36%WELLS FARGO & CO
Shares18.5K
Event2026-03-31
Filed2026-05-08
TDIV
1.02%FIRST TR EXCHANGE TRADED FD
Shares15.7K
Event2026-03-31
Filed2026-05-08
JNJ
1.69%JOHNSON & JOHNSON
Shares5.9K
Event2026-03-31
Filed2026-05-08
DVY
1.12%ISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-05-08
VGT
0.30%VANGUARD WORLD FD
Shares2.0K
Event2026-03-31
Filed2026-05-08
JPM
0.34%JPMORGAN CHASE & CO
Shares4.8K
Event2026-03-31
Filed2026-05-08
HD
0.54%HOME DEPOT INC
Shares4.3K
Event2026-03-31
Filed2026-05-08
NATIONAL GRID PLC
0.40%NATIONAL GRID PLC
Shares16.5K
Event2026-03-31
Filed2026-05-08
ALB
-7.51%ALBEMARLE CORP
Shares7.8K
Event2026-03-31
Filed2026-05-08
NEM
-1.02%NEWMONT CORP
Shares12.7K
Event2026-03-31
Filed2026-05-08
VYM
0.75%VANGUARD WHITEHALL FDS
Shares9.1K
Event2026-03-31
Filed2026-05-08
SO
-0.98%SOUTHERN CO
Shares14.0K
Event2026-03-31
Filed2026-05-08
WMT
-0.06%WALMART INC
Shares10.8K
Event2026-03-31
Filed2026-05-08
DLR
1.01%DIGITAL RLTY TR INC
Shares7.2K
Event2026-03-31
Filed2026-05-08
MERCK & CO INC
2.10%MERCK & CO INC
Shares10.6K
Event2026-03-31
Filed2026-05-08
MU
-6.76%MICRON TECHNOLOGY INC
Shares3.6K
Event2026-03-31
Filed2026-05-08
ABT
1.84%ABBOTT LABORATORIES
Shares11.5K
Event2026-03-31
Filed2026-05-08
SPYM
13.10%SPDR SERIES TRUST
Shares15.3K
Event2026-03-31
Filed2026-05-08
PSX
1.02%PHILLIPS 66
Shares6.4K
Event2026-03-31
Filed2026-05-08
CITIGROUP INC
0.84%CITIGROUP INC
Shares10.2K
Event2026-03-31
Filed2026-05-08
IRM
-2.30%IRON MTN INC DEL
Shares11.0K
Event2026-03-31
Filed2026-05-08
PAAS
-3.62%PAN AMERN SILVER CORP
Shares20.6K
Event2026-03-31
Filed2026-05-08
ROM
3.42%PROSHARES TR
Shares14.2K
Event2026-03-31
Filed2026-05-08
VANGUARD INDEX FDS
0.27%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-05-08
SPG
0.41%SIMON PPTY GROUP INC NEW
Shares5.9K
Event2026-03-31
Filed2026-05-08
LVS
-0.11%LAS VEGAS SANDS CORP
Shares19.9K
Event2026-03-31
Filed2026-05-08
INTC
-2.66%INTEL CORP
Shares24.2K
Event2026-03-31
Filed2026-05-08
HON
2.14%HONEYWELL INTL INC
Shares4.6K
Event2026-03-31
Filed2026-05-08
WELL
0.32%WELLTOWER INC
Shares5.3K
Event2026-03-31
Filed2026-05-08
QQQM
5.31%INVESCO EXCH TRADED FD TR II
Shares4.3K
Event2026-03-31
Filed2026-05-08
VZ
2.91%VERIZON COMMUNICATIONS INC
Shares19.8K
Event2026-03-31
Filed2026-05-08
DOW
-1.81%DOW HLDGS INC
Shares23.4K
Event2026-03-31
Filed2026-05-08
O
1.58%REALTY INCOME CORP
Shares15.9K
Event2026-03-31
Filed2026-05-08
SPMD
3.37%SPDR SERIES TRUST
Shares16.3K
Event2026-03-31
Filed2026-05-08
IBM
3.95%INTERNATIONAL BUSINESS MACHS
Shares3.9K
Event2026-03-31
Filed2026-05-08
TEVA
0.03%TEVA PHARMACEUTICAL INDS LTD
Shares31.6K
Event2026-03-31
Filed2026-05-08
PEP
1.05%PEPSICO INC
Shares6.0K
Event2026-03-31
Filed2026-05-08
SYM
5.04%SYMBOTIC INC
Shares17.2K
Event2026-03-31
Filed2026-05-08
IYT
0.68%ISHARES TR
Shares12.2K
Event2026-03-31
Filed2026-05-08
PBR
-9.94%PETROLEO BRASILEIRO S A
Shares43.6K
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
-3.60%GE AEROSPACE
Shares3.2K
Event2026-03-31
Filed2026-05-08
LMT
0.34%LOCKHEED MARTIN CORP
Shares1.5K
Event2026-03-31
Filed2026-05-08
PG
1.08%PROCTER & GAMBLE CO
Shares6.1K
Event2026-03-31
Filed2026-05-08
IHI
0.32%ISHARES TR
Shares16.4K
Event2026-03-31
Filed2026-05-08
IVZ
-1.49%INVESCO LTD
Shares35.9K
Event2026-03-31
Filed2026-05-08
GXO
-7.14%GXO LOGISTICS INCORPORATED
Shares16.6K
Event2026-03-31
Filed2026-05-08
VHT
0.48%VANGUARD WORLD FD
Shares3.1K
Event2026-03-31
Filed2026-05-08
SUPN
-1.21%SUPERNUS PHARMACEUTICALS
Shares16.3K
Event2026-03-31
Filed2026-05-08
AFL
2.90%AFLAC INC
Shares7.7K
Event2026-03-31
Filed2026-05-08
QQQE
1.39%DIREXION SHARES ETF TRUST
Shares8.4K
Event2026-03-31
Filed2026-05-08
FI
89.52%FISERV INC
Shares14.7K
Event2026-03-31
Filed2026-05-08
CROWN CASTLE INC
14.68%CROWN CASTLE INC
Shares10.0K
Event2026-03-31
Filed2026-05-08
LYB
1.26%LYONDELLBASELL INDUSTRIES NV
Shares10.0K
Event2026-03-31
Filed2026-05-08
IGM
0.21%ISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-05-08
PFE
-0.91%PFIZER INC
Shares28.1K
Event2026-03-31
Filed2026-05-08
INVESCO EXCHANGE TRADED FD T
4.84%INVESCO EXCHANGE TRADED FD T
Shares4.1K
Event2026-03-31
Filed2026-05-08
TGT
3.38%TARGET CORP
Shares6.4K
Event2026-03-31
Filed2026-05-08
SHW
0.00%SHERWIN WILLIAMS CO
Shares2.4K
Event2026-03-31
Filed2026-05-08
ITB
-0.06%ISHARES TR
Shares8.5K
Event2026-03-31
Filed2026-05-08
MMM
-0.14%3M CO
Shares5.1K
Event2026-03-31
Filed2026-05-08
UNH
-54.42%UNITEDHEALTH GROUP INC
Shares2.6K
Event2026-03-31
Filed2026-05-08
AMT
14.00%AMERICAN TOWER CORP
Shares4.1K
Event2026-03-31
Filed2026-05-08
DUKE ENERGY CORP NEW
-0.20%DUKE ENERGY CORP NEW
Shares5.4K
Event2026-03-31
Filed2026-05-08
TNA
-1.02%DIREXION SHARES ETF TRUST
Shares15.9K
Event2026-03-31
Filed2026-05-08
BMY
0.16%BRISTOL-MYERS SQUIBB CO
Shares11.5K
Event2026-03-31
Filed2026-05-08
GEV
-0.75%GE VERNOVA INC
Shares798
Event2026-03-31
Filed2026-05-08
VTV
35.60%VANGUARD INDEX FDS
Shares3.5K
Event2026-03-31
Filed2026-05-08
GNRC
-16.48%GENERAC HLDGS INC
Shares3.4K
Event2026-03-31
Filed2026-05-08
ZTS
41.58%ZOETIS INC
Shares5.7K
Event2026-03-31
Filed2026-05-08
TROW
12.55%PRICE T ROWE GROUP INC
Shares7.3K
Event2026-03-31
Filed2026-05-08
SPSM
-1.02%SPDR SERIES TRUST
Shares13.0K
Event2026-03-31
Filed2026-05-08
PHO
0.03%INVESCO EXCHANGE TRADED FD T
Shares9.4K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
2.12%BERKSHIRE HATHAWAY INC DEL
Shares1.3K
Event2026-03-31
Filed2026-05-08
KMB
9.04%KIMBERLY-CLARK CORP
Shares6.3K
Event2026-03-31
Filed2026-05-08
STZ
6.61%CONSTELLATION BRANDS INC
Shares4.0K
Event2026-03-31
Filed2026-05-08
PSA
0.62%PUBLIC STORAGE OPER CO
Shares2.1K
Event2026-03-31
Filed2026-05-08
DE
0.20%DEERE & CO
Shares1.0K
Event2026-03-31
Filed2026-05-08
IAK
2.16%ISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-05-08
ALLY
-0.94%ALLY FINL INC
Shares14.3K
Event2026-03-31
Filed2026-05-08
WEX
0.83%WEX INC
Shares3.6K
Event2026-03-31
Filed2026-05-08
CSCO
-0.72%CISCO SYS INC
Shares7.0K
Event2026-03-31
Filed2026-05-08
PGR
18.71%PROGRESSIVE CORP
Shares2.7K
Event2026-03-31
Filed2026-05-08
BDX
8.07%BECTON DICKINSON & CO
Shares3.5K
Event2026-03-31
Filed2026-05-08
PODD
0.00%INSULET CORP
Shares2.5K
Event2026-03-31
Filed2026-05-08
XLU
0.23%SELECT SECTOR SPDR TR
Shares11.4K
Event2026-03-31
Filed2026-05-08
VV
0.29%VANGUARD INDEX FDS
Shares1.7K
Event2026-03-31
Filed2026-05-08
SBUX
0.64%STARBUCKS CORP
Shares5.6K
Event2026-03-31
Filed2026-05-08
NVO
17.04%NOVO-NORDISK A S
Shares13.7K
Event2026-03-31
Filed2026-05-08
WDC
0.05%WESTERN DIGITAL CORP
Shares1.8K
Event2026-03-31
Filed2026-05-08
CLX
5.42%CLOROX CO DEL
Shares4.8K
Event2026-03-31
Filed2026-05-08
GENERAL DYNAMICS CORP
-0.49%GENERAL DYNAMICS CORP
Shares1.4K
Event2026-03-31
Filed2026-05-08
IJS
-4.70%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-05-08
CG
4.47%CARLYLE GROUP INC
Shares9.9K
Event2026-03-31
Filed2026-05-08
MA
74.12%MASTERCARD INCORPORATED
Shares942
Event2026-03-31
Filed2026-05-08
SKYY
-0.09%FIRST TR EXCHANGE-TRADED FD
Shares4.3K
Event2026-03-31
Filed2026-05-08
XLRE
0.37%SELECT SECTOR SPDR TR
Shares11.5K
Event2026-03-31
Filed2026-05-08
TMO
9.94%THERMO FISHER SCIENTIFIC INC
Shares940
Event2026-03-31
Filed2026-05-08
TJX
0.42%TJX COS INC NEW
Shares2.9K
Event2026-03-31
Filed2026-05-08
TXN
0.21%TEXAS INSTRS INC
Shares2.4K
Event2026-03-31
Filed2026-05-08
IOT
59.01%SAMSARA INC
Shares14.4K
Event2026-03-31
Filed2026-05-08
KO
-0.38%COCA COLA CO
Shares6.0K
Event2026-03-31
Filed2026-05-08
REGL
0.00%PROSHARES TR
Shares5.0K
Event2026-03-31
Filed2026-05-08
DEO
7.82%DIAGEO PLC
Shares5.8K
Event2026-03-31
Filed2026-05-08
KWEB
1.26%KRANESHARES TRUST
Shares15.2K
Event2026-03-31
Filed2026-05-08
AWK
5.70%AMERICAN WTR WKS CO INC NEW
Shares3.2K
Event2026-03-31
Filed2026-05-08
BJ
2.48%BJS WHSL CLUB HLDGS INC
Shares4.4K
Event2026-03-31
Filed2026-05-08
MDY
-1.43%STATE STR SPDR S&P MIDCAP 40
Shares688
Event2026-03-31
Filed2026-05-08
COLD
17.36%AMERICOLD REALTY TRUST INC
Shares36.8K
Event2026-03-31
Filed2026-05-08
ASGI
3.32%ABRDN GLOBAL INFRA INCOME FU
Shares18.6K
Event2026-03-31
Filed2026-05-08
QXO
7.15%QXO INC
Shares21.3K
Event2026-03-31
Filed2026-05-08
BP
-0.10%BP PLC
Shares8.6K
Event2026-03-31
Filed2026-05-08
SPYV
0.14%SPDR SERIES TRUST
Shares7.1K
Event2026-03-31
Filed2026-05-08
WPC
0.86%WP CAREY INC
Shares5.9K
Event2026-03-31
Filed2026-05-08
EQIX
0.00%EQUINIX INC
Shares400
Event2026-03-31
Filed2026-05-08
BITMINE IMMERSION TECNOLOGIE
1.45%BITMINE IMMERSION TECNOLOGIE
Shares19.8K
Event2026-03-31
Filed2026-05-08
ICE
-0.04%INTERCONTINENTAL EXCHANGE IN
Shares2.4K
Event2026-03-31
Filed2026-05-08
AMGN
0.93%AMGEN INC
Shares1.1K
Event2026-03-31
Filed2026-05-08
EEM
8.84%ISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-05-08
ON
-21.18%ON SEMICONDUCTOR CORP
Shares6.1K
Event2026-03-31
Filed2026-05-08
BHP
1.59%BHP BILLITON LIMITED
Shares5.2K
Event2026-03-31
Filed2026-05-08
CL
-0.14%COLGATE PALMOLIVE CO
Shares4.3K
Event2026-03-31
Filed2026-05-08
VIS
1.03%VANGUARD WORLD FD
Shares1.2K
Event2026-03-31
Filed2026-05-08
KRE
-6.82%SPDR SERIES TRUST
Shares5.5K
Event2026-03-31
Filed2026-05-08
PRU
4.96%PRUDENTIAL FINL INC
Shares3.7K
Event2026-03-31
Filed2026-05-08
MARVELL TECHNOLOGY INC
-9.65%MARVELL TECHNOLOGY INC
Shares3.6K
Event2026-03-31
Filed2026-05-08
SCHW
0.37%SCHWAB CHARLES CORP
Shares3.8K
Event2026-03-31
Filed2026-05-08
ES
10.62%EVERSOURCE ENERGY
Shares5.1K
Event2026-03-31
Filed2026-05-08
CHWY
59.17%CHEWY INC
Shares12.9K
Event2026-03-31
Filed2026-05-08
COP
7.59%CONOCOPHILLIPS
Shares2.6K
Event2026-03-31
Filed2026-05-08
T
-0.87%AT&T INC
Shares11.9K
Event2026-03-31
Filed2026-05-08
FAS
58.99%DIREXION SHARES ETF TRUST
Shares2.9K
Event2026-03-31
Filed2026-05-08
NDAQ
-0.35%NASDAQ INC
Shares4.0K
Event2026-03-31
Filed2026-05-08
KBH
0.00%KB HOME
Shares6.6K
Event2026-03-31
Filed2026-05-08
SMH
0.80%VANECK ETF TRUST
Shares881
Event2026-03-31
Filed2026-05-08
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares720
Event2026-03-31
Filed2026-05-08
EWZ
1.34%ISHARES INC
Shares8.6K
Event2026-03-31
Filed2026-05-08
VPU
-0.18%VANGUARD WORLD FD
Shares1.7K
Event2026-03-31
Filed2026-05-08
DIS
0.03%DISNEY WALT CO
Shares3.4K
Event2026-03-31
Filed2026-05-08
CEG
0.00%CONSTELLATION ENERGY CORP
Shares1.2K
Event2026-03-31
Filed2026-05-08
VFH
0.22%VANGUARD WORLD FD
Shares2.7K
Event2026-03-31
Filed2026-05-08
WYNN
1.80%WYNN RESORTS LTD
Shares3.2K
Event2026-03-31
Filed2026-05-08
DUPONT DE NEMOURS INC
3.19%DUPONT DE NEMOURS INC
Shares7.1K
Event2026-03-31
Filed2026-05-08
MSI
0.41%MOTOROLA SOLUTIONS INC
Shares743
Event2026-03-31
Filed2026-05-08
IWM
13.18%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-05-08
GEHC
7.72%GE HEALTHCARE TECHNOLOGIES I
Shares4.5K
Event2026-03-31
Filed2026-05-08
RYN
NewRAYONIER INC
Shares15.4K
Event2026-03-31
Filed2026-05-08
VEU
3.68%VANGUARD INTL EQUITY INDEX F
Shares4.2K
Event2026-03-31
Filed2026-05-08
FDX
6.24%FEDEX CORP
Shares885
Event2026-03-31
Filed2026-05-08
EG
1.80%EVEREST GROUP LTD
Shares964
Event2026-03-31
Filed2026-05-08
MO
1.13%ALTRIA GROUP INC
Shares4.8K
Event2026-03-31
Filed2026-05-08
QNITY ELECTRONICS INC
-7.89%QNITY ELECTRONICS INC
Shares2.7K
Event2026-03-31
Filed2026-05-08
SLB
-4.44%SLB LIMITED
Shares6.1K
Event2026-03-31
Filed2026-05-08
TECL
0.00%DIREXION SHARES ETF TRUST
Shares3.6K
Event2026-03-31
Filed2026-05-08
ED
0.00%CONSOLIDATED EDISON INC
Shares2.7K
Event2026-03-31
Filed2026-05-08
HAL
-4.63%HALLIBURTON CO
Shares7.8K
Event2026-03-31
Filed2026-05-08
IBB
-0.11%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-08
LIT
0.10%GLOBAL X FDS
Shares3.9K
Event2026-03-31
Filed2026-05-08
IJJ
16.53%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-08
IDV
3.30%ISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-05-08
AXP
12.78%AMERICAN EXPRESS CO
Shares918
Event2026-03-31
Filed2026-05-08
DGX
0.07%QUEST DIAGNOSTICS INC
Shares1.4K
Event2026-03-31
Filed2026-05-08
VWO
4.11%VANGUARD INTL EQUITY INDEX F
Shares5.1K
Event2026-03-31
Filed2026-05-08
MEDTRONIC PLC
0.20%MEDTRONIC PLC
Shares3.1K
Event2026-03-31
Filed2026-05-08
EXC
-1.43%EXELON CORP
Shares5.4K
Event2026-03-31
Filed2026-05-08
OKE
NewONEOK INC NEW
Shares2.9K
Event2026-03-31
Filed2026-05-08
SYK
6.85%STRYKER CORPORATION
Shares780
Event2026-03-31
Filed2026-05-08
GBTC
-0.94%GRAYSCALE BITCOIN TRUST ETF
Shares5.1K
Event2026-03-31
Filed2026-05-08
GTEK
-0.06%GOLDMAN SACHS ETF TR
Shares6.2K
Event2026-03-31
Filed2026-05-08
TPG
NewTPG INC
Shares6.3K
Event2026-03-31
Filed2026-05-08
QQQJ
-6.02%INVESCO EXCH TRADED FD TR II
Shares7.0K
Event2026-03-31
Filed2026-05-08
FOUR
1.66%SHIFT4 PMTS INC
Shares5.8K
Event2026-03-31
Filed2026-05-08
GIS
10.35%GENERAL MILLS INC
Shares6.8K
Event2026-03-31
Filed2026-05-08
XLP
-0.07%SELECT SECTOR SPDR TR
Shares3.1K
Event2026-03-31
Filed2026-05-08
GM
-0.42%GENERAL MTRS CO
Shares3.3K
Event2026-03-31
Filed2026-05-08
EWW
-0.61%ISHARES INC
Shares3.2K
Event2026-03-31
Filed2026-05-08
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares723
Event2026-03-31
Filed2026-05-08
UPS
12.29%UNITED PARCEL SVCS INC
Shares2.5K
Event2026-03-31
Filed2026-05-08
VCR
0.00%VANGUARD WORLD FD
Shares675
Event2026-03-31
Filed2026-05-08
WMB
NewWILLIAMS COS INC
Shares3.3K
Event2026-03-31
Filed2026-05-08
HUM
5.01%HUMANA INC
Shares1.4K
Event2026-03-31
Filed2026-05-08
SBIO
-1.57%ALPS ETF TR
Shares4.6K
Event2026-03-31
Filed2026-05-08
YORW
0.25%YORK WTR CO
Shares7.7K
Event2026-03-31
Filed2026-05-08
MDYG
0.00%SPDR SERIES TRUST
Shares2.4K
Event2026-03-31
Filed2026-05-08
RYLD
-49.06%GLOBAL X FDS
Shares15.6K
Event2026-03-31
Filed2026-05-08
RITM
1.77%RITHM CAPITAL CORP
Shares24.2K
Event2026-03-31
Filed2026-05-08
CPA
-1.28%COPA HOLDINGS SA
Shares1.9K
Event2026-03-31
Filed2026-05-08
XLI
0.15%SELECT SECTOR SPDR TR
Shares1.4K
Event2026-03-31
Filed2026-05-08
ADBE
-3.97%ADOBE INC
Shares896
Event2026-03-31
Filed2026-05-08
VIG
0.20%VANGUARD SPECIALIZED FUNDS
Shares1.0K
Event2026-03-31
Filed2026-05-08
WIX
NewWIX COM LTD
Shares2.4K
Event2026-03-31
Filed2026-05-08
ALK
NewALASKA AIR GROUP INC
Shares5.7K
Event2026-03-31
Filed2026-05-08
NVS
NewNOVARTIS AG
Shares1.4K
Event2026-03-31
Filed2026-05-08
MKTX
-2.27%MARKETAXESS HLDGS INC
Shares1.2K
Event2026-03-31
Filed2026-05-08
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares5.3K
Event2026-03-31
Filed2026-05-08
FE
NewFIRSTENERGY CORP
Shares4.1K
Event2026-03-31
Filed2026-05-08
MDLZ
NewMONDELEZ INTL INC
Shares3.6K
Event2026-03-31
Filed2026-05-08
METU
NewDIREXION SHARES ETF TRUST
Shares9.1K
Event2026-03-31
Filed2026-05-08
XLF
0.44%SELECT SECTOR SPDR TR
Shares4.1K
Event2026-03-31
Filed2026-05-08
CPNG
NewCOUPANG INC
Shares10.5K
Event2026-03-31
Filed2026-05-08
ASAN
33.08%ASANA INC
Shares30.9K
Event2026-03-31
Filed2026-05-08
RGTI
NewRIGETTI COMPUTING INC
Shares13.3K
Event2026-03-31
Filed2026-05-08
ICLN
-7.83%ISHARES TR
Shares10.3K
Event2026-03-31
Filed2026-05-08
MBLY
49.64%MOBILEYE GLOBAL INC
Shares18.8K
Event2026-03-31
Filed2026-05-08
LYG
0.05%LLOYDS BANKING GROUP PLC
Shares25.2K
Event2026-03-31
Filed2026-05-08
THEMES ETF TR
202.06%THEMES ETF TR
Shares99.4K
Event2026-03-31
Filed2026-05-08
NOK
-5.85%NOKIA CORP
Shares11.9K
Event2026-03-31
Filed2026-05-08
ILPT
1.19%INDUSTRIAL LOGISTICS PPTYS T
Shares10.3K
Event2026-03-31
Filed2026-05-08
ELME
-8.10%ELME COMMUNITIES
Shares11.8K
Event2026-03-31
Filed2026-05-08
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