Sponsored
The Analysis of Rosenberg Matthew Hamilton's Holdings & P&L
Currently, Rosenberg Matthew Hamilton holds 799 types of securities in its portfolio with a total value $488.0M. In the most recent quarter, they have increased their positions in SPTM (+31.5K shares, valued at $2.5M), VCIT (+27.3K shares, valued at $2.3M), JMUB (+23.3K shares, valued at $1.2M); decreased their positions in VTI (-2.5K shares, valued at $786.0K), SCHB (-9.8K shares, valued at $244.9K), SPDW (-3.7K shares, valued at $167.8K); initiated new positions in N/A (+3.8K shares, valued at $342.6K), VSDM (+3.2K shares, valued at $244.3K), GMUB (+1.8K shares, valued at $90.1K).
1M P&L
+11.0M+2.25%
3M P&L
+9.7M+1.96%
HY P&L
+31.0M+6.59%
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/A388.5M
82.2%
2Semiconductors7.3M
1.5%
3Oil & Gas Integrated5.0M
1.1%
Top Industries by Stock Count
1N/A223 stocks
30.3%
2Software - Application16 stocks
2.2%
3Utilities - Regulated Electric15 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF825.5K shares3.96%2026-03-312026-04-07
Sponsored
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SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF112.2K shares-1.12%2026-03-312026-04-07
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Sponsored
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF68.3K shares1.47%2026-03-312026-04-07
Sponsored
Sponsored
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF31.2K shares10.03%2026-03-312026-04-07
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW2.1K shares-1.20%2026-03-312026-04-07
Sponsored
Sponsored
Sponsored
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT3.1K shares-0.79%2026-03-312026-04-07
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FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW537 shares0.00%2026-03-312026-04-07
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A555 shares24.44%2026-03-312026-04-07
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CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM1.2K shares0.00%2026-03-312026-04-07
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QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK652 sharesnew addition2026-03-312026-04-07
GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF1.5K sharesnew addition2026-03-312026-04-07
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SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS107 shares0.00%2026-03-312026-04-07
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FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF1.3K shares0.00%2026-03-312026-04-07
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Sponsored
SPTM
3.96%STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Shares825.5K
Event2026-03-31
Filed2026-04-07
VTI
-1.70%VANGUARD TOTAL STK MKT
Shares141.5K
Event2026-03-31
Filed2026-04-07
VCIT
6.11%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares474.5K
Event2026-03-31
Filed2026-04-07
JPST
3.22%JPMORGAN ULTRA-SHORT INCOME ETF
Shares717.5K
Event2026-03-31
Filed2026-04-07
BIV
-0.49%VANGUARD INTERMEDIATE-TERM BOND
Shares370.6K
Event2026-03-31
Filed2026-04-07
SCHF
0.91%SCHWAB INTERNATIONAL EQUITY ETF
Shares923.4K
Event2026-03-31
Filed2026-04-07
JMST
1.41%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares269.5K
Event2026-03-31
Filed2026-04-07
SPDW
-1.53%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares237.1K
Event2026-03-31
Filed2026-04-07
VEA
-1.29%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares155.0K
Event2026-03-31
Filed2026-04-07
SCHO
6.38%SCHWAB SHORT-TERM US TREASURY ETF
Shares386.0K
Event2026-03-31
Filed2026-04-07
JMUB
14.34%JPMORGAN MUNICIPAL ETF
Shares185.6K
Event2026-03-31
Filed2026-04-07
BBUS
4.48%JPMORGAN BETABUILDERS U.S. EQUITY ETF
Shares66.0K
Event2026-03-31
Filed2026-04-07
SCHX
-1.96%SCHWAB U.S. LARGE-CAP ETF
Shares273.0K
Event2026-03-31
Filed2026-04-07
VYM
-1.04%VANGUARD HIGH DIVIDEND YIELD
Shares39.6K
Event2026-03-31
Filed2026-04-07
IEMG
0.34%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares76.6K
Event2026-03-31
Filed2026-04-07
SLQD
-1.11%ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares88.9K
Event2026-03-31
Filed2026-04-07
NVDA
0.30%NVIDIA CORPORATION COM
Shares22.7K
Event2026-03-31
Filed2026-04-07
SCHB
-6.28%SCHWAB U.S. BROAD MARKET ETF
Shares145.7K
Event2026-03-31
Filed2026-04-07
BIL
0.60%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares38.3K
Event2026-03-31
Filed2026-04-07
ALPHABET INC CAP STK CL C
2.96%ALPHABET INC CAP STK CL C
Shares11.8K
Event2026-03-31
Filed2026-04-07
SPSB
-1.12%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares112.2K
Event2026-03-31
Filed2026-04-07
PSK
7.50%STATE STREET SPDR ICE PREFERRED SECURITIES ETF
Shares102.3K
Event2026-03-31
Filed2026-04-07
AAPL
3.98%APPLE INC
Shares12.3K
Event2026-03-31
Filed2026-04-07
MSFT
3.48%MICROSOFT
Shares7.4K
Event2026-03-31
Filed2026-04-07
MUB
-2.36%ISHARES AMT-FREE MUNI BOND ETF
Shares24.7K
Event2026-03-31
Filed2026-04-07
SUB
56.18%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares22.4K
Event2026-03-31
Filed2026-04-07
XOM
1.44%EXXON MOBIL CORP COM
Shares13.0K
Event2026-03-31
Filed2026-04-07
SHYG
8.48%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares51.5K
Event2026-03-31
Filed2026-04-07
EMB
16.47%ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
Shares22.4K
Event2026-03-31
Filed2026-04-07
VYMI
-1.56%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares22.0K
Event2026-03-31
Filed2026-04-07
SCHJ
-0.70%SCHWAB 1-5 YEAR CORPORATE BOND ETF
Shares79.1K
Event2026-03-31
Filed2026-04-07
VCSH
-1.81%VANGUARD SHORT TERM CORP BOND FD ETF
Shares23.4K
Event2026-03-31
Filed2026-04-07
JPM
7.51%JPMORGAN CHASE & CO COM
Shares6.2K
Event2026-03-31
Filed2026-04-07
BROADCOM INC COM
0.53%BROADCOM INC COM
Shares5.7K
Event2026-03-31
Filed2026-04-07
JCPB
-5.32%JPMORGAN CORE PLUS BOND ETF
Shares37.1K
Event2026-03-31
Filed2026-04-07
TSM
0.80%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares5.1K
Event2026-03-31
Filed2026-04-07
SJNK
1.47%STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
Shares68.3K
Event2026-03-31
Filed2026-04-07
BSV
-3.75%VANGUARD SHORT-TERM BOND ETF
Shares21.0K
Event2026-03-31
Filed2026-04-07
ITOT
0.09%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares11.5K
Event2026-03-31
Filed2026-04-07
VWO
1.69%VANGUARD FTSE EMERGING MARKETS ETF
Shares29.8K
Event2026-03-31
Filed2026-04-07
SLV
-0.34%ISHARES SILVER TRUST
Shares21.1K
Event2026-03-31
Filed2026-04-07
MBB
12.07%ISHARES MBS ETF
Shares14.6K
Event2026-03-31
Filed2026-04-07
CVX
-1.81%CHEVRON CORPORATION COM
Shares6.7K
Event2026-03-31
Filed2026-04-07
WMT
-0.46%WALMART INC COM
Shares10.9K
Event2026-03-31
Filed2026-04-07
COP
1.77%CONOCOPHILLIPS COM
Shares10.2K
Event2026-03-31
Filed2026-04-07
CMBS
12.17%ISHARES CMBS ETF
Shares27.4K
Event2026-03-31
Filed2026-04-07
SPEM
-1.27%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares28.4K
Event2026-03-31
Filed2026-04-07
GLD
0.00%SPDR GOLD SHARES
Shares2.9K
Event2026-03-31
Filed2026-04-07
VLO
4.27%VALERO ENERGY CORP COM
Shares4.9K
Event2026-03-31
Filed2026-04-07
CAT
-0.25%CATERPILLAR INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-07
SPIB
10.03%STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Shares31.2K
Event2026-03-31
Filed2026-04-07
AMZN
-2.03%AMAZON COM INC COM
Shares4.9K
Event2026-03-31
Filed2026-04-07
SHV
0.00%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares9.1K
Event2026-03-31
Filed2026-04-07
PFF
-0.32%ISHARES S&P U.S. PREFERRED STOCK ETF
Shares32.7K
Event2026-03-31
Filed2026-04-07
BERKSHIRE HATHAWAY INC DEL CL B NEW
-1.20%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares2.1K
Event2026-03-31
Filed2026-04-07
MPC
4.83%MARATHON PETE CORP COM
Shares4.0K
Event2026-03-31
Filed2026-04-07
JNJ
5.39%JOHNSON & JOHNSON COM
Shares3.8K
Event2026-03-31
Filed2026-04-07
PSX
1.71%PHILLIPS 66 COM
Shares5.1K
Event2026-03-31
Filed2026-04-07
GS
-1.44%GOLDMAN SACHS GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-04-07
ABBV
2.99%ABBVIE INC COM
Shares4.0K
Event2026-03-31
Filed2026-04-07
SHEL
-0.66%SHELL PLC SPON ADS
Shares9.0K
Event2026-03-31
Filed2026-04-07
SCHI
0.00%SCHWAB 5-10 YEAR CORPORATE BOND ETF
Shares35.3K
Event2026-03-31
Filed2026-04-07
META
1.20%META PLATFORMS INC CL A
Shares1.3K
Event2026-03-31
Filed2026-04-07
VCLT
-3.04%VANGUARD LONG TERM CORP BOND FD ETF
Shares10.0K
Event2026-03-31
Filed2026-04-07
SCHD
-1.23%SCHWAB US DIVIDEND EQUITY ETF
Shares23.4K
Event2026-03-31
Filed2026-04-07
COST
2.88%COSTCO WHOLESALE CORPORATION COM
Shares715
Event2026-03-31
Filed2026-04-07
MCD
6.04%MCDONALDS CORP COM
Shares2.2K
Event2026-03-31
Filed2026-04-07
ALPHABET INC CAP STK CL A
0.00%ALPHABET INC CAP STK CL A
Shares2.4K
Event2026-03-31
Filed2026-04-07
MS
5.50%MORGAN STANLEY COM NEW
Shares3.9K
Event2026-03-31
Filed2026-04-07
SCHE
0.00%SCHWAB EMERGING MARKETS EQUITY ETF
Shares19.2K
Event2026-03-31
Filed2026-04-07
GE AEROSPACE COM NEW
1.50%GE AEROSPACE COM NEW
Shares2.2K
Event2026-03-31
Filed2026-04-07
ESGU
-4.97%ISHARES ESG AWARE MSCI USA ETF
Shares4.4K
Event2026-03-31
Filed2026-04-07
NEAR
-3.62%ISHARES SHORT DURATION BOND ACTIVE ETF
Shares12.1K
Event2026-03-31
Filed2026-04-07
MERCK & CO INC
5.06%MERCK & CO INC
Shares5.1K
Event2026-03-31
Filed2026-04-07
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
-0.79%GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
Shares3.1K
Event2026-03-31
Filed2026-04-07
LLY
0.00%ELI LILLY & CO COM
Shares650
Event2026-03-31
Filed2026-04-07
KO
-0.25%COCA COLA CO COM
Shares7.6K
Event2026-03-31
Filed2026-04-07
ORCL
5.45%ORACLE CORP COM
Shares3.9K
Event2026-03-31
Filed2026-04-07
CITIGROUP INC
-1.32%CITIGROUP INC
Shares5.1K
Event2026-03-31
Filed2026-04-07
TMO
7.20%THERMO FISHER SCIENTIFIC INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-07
SCCO
0.56%SOUTHERN COPPER CORP COM
Shares3.2K
Event2026-03-31
Filed2026-04-07
EATON CORP PLC SHS
5.35%EATON CORP PLC SHS
Shares1.5K
Event2026-03-31
Filed2026-04-07
INVESCO QQQ TRUST SERIES I
0.00%INVESCO QQQ TRUST SERIES I
Shares948
Event2026-03-31
Filed2026-04-07
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares5.7K
Event2026-03-31
Filed2026-04-07
HD
-1.17%HOME DEPOT INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-07
RTX
-3.14%RTX CORPORATION COM
Shares2.7K
Event2026-03-31
Filed2026-04-07
MAR
-1.01%MARRIOTT INTL INC NEW CL A
Shares1.6K
Event2026-03-31
Filed2026-04-07
PG
25.74%PROCTER & GAMBLE CO COM
Shares3.5K
Event2026-03-31
Filed2026-04-07
SRE
-0.64%SEMPRA COM
Shares5.2K
Event2026-03-31
Filed2026-04-07
V
-3.68%VISA INC COM CL A
Shares1.6K
Event2026-03-31
Filed2026-04-07
IEUR
-0.40%ISHARES CORE MSCI EUROPE ETF
Shares7.0K
Event2026-03-31
Filed2026-04-07
CSCO
2.42%CISCO SYS INC COM
Shares6.3K
Event2026-03-31
Filed2026-04-07
LINDE PLC SHS
0.00%LINDE PLC SHS
Shares992
Event2026-03-31
Filed2026-04-07
LMT
-0.12%LOCKHEED MARTIN CORP COM
Shares810
Event2026-03-31
Filed2026-04-07
EOG
10.50%EOG RES INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-07
VZ
7.82%VERIZON COMMUNICATIONS
Shares9.4K
Event2026-03-31
Filed2026-04-07
BAC
7.44%BANK AMERICA CORP COM
Shares9.7K
Event2026-03-31
Filed2026-04-07
AMGN
-0.38%AMGEN INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-07
ISHARES GOLD TRUST
0.00%ISHARES GOLD TRUST
Shares5.3K
Event2026-03-31
Filed2026-04-07
IBM
2.29%INTERNATIONAL BUSINESS MACHS COM
Shares1.9K
Event2026-03-31
Filed2026-04-07
SO
2.31%SOUTHERN CO COM
Shares4.7K
Event2026-03-31
Filed2026-04-07
TSLA
-12.99%TESLA INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-07
ASML
0.00%ASML HLDG NV N Y REGISTRY SHS
Shares330
Event2026-03-31
Filed2026-04-07
BP
0.00%BP PLC SPONSORED ADR
Shares9.3K
Event2026-03-31
Filed2026-04-07
HIMU
5.25%ISHARES HIGH YIELD MUNI ACTIVE ETF
Shares9.0K
Event2026-03-31
Filed2026-04-07
NFLX
-2.44%NETFLIX INC. COM
Shares4.4K
Event2026-03-31
Filed2026-04-07
LOW
-0.51%LOWES COS INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-07
BKR
0.00%BAKER HUGHES COMPANY CL A
Shares6.8K
Event2026-03-31
Filed2026-04-07
HCA
0.00%HCA HEALTHCARE INC COM
Shares866
Event2026-03-31
Filed2026-04-07
TM
2.16%TOYOTA MOTOR CORP ADS
Shares2.0K
Event2026-03-31
Filed2026-04-07
MINT
0.00%PIMCO ENHANCED SHORT MATURITY ETF
Shares4.0K
Event2026-03-31
Filed2026-04-07
MU
0.00%MICRON TECHNOLOGY INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-07
NDAQ
0.00%NASDAQ INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-07
AMD
0.00%ADVANCED MICRO DEVICES INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-07
IEFA
-7.42%ISHARES CORE MSCI EAFE ETF
Shares4.4K
Event2026-03-31
Filed2026-04-07
KMI
0.00%KINDER MORGAN INC DEL COM
Shares12.0K
Event2026-03-31
Filed2026-04-07
UNP
6.47%UNION PAC CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-07
TJX
0.00%TJX COS INC NEW COM
Shares2.5K
Event2026-03-31
Filed2026-04-07
AXP
1.25%AMERICAN EXPRESS CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-07
PM
-5.04%PHILIP MORRIS INTL INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-07
FENY
0.00%FIDELITY MSCI ENERGY INDEX ETF
Shares11.4K
Event2026-03-31
Filed2026-04-07
FTEC
0.00%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares1.9K
Event2026-03-31
Filed2026-04-07
SOXX
0.00%ISHARES SEMICONDUCTOR ETF
Shares1.2K
Event2026-03-31
Filed2026-04-07
CAH
0.00%CARDINAL HEALTH INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-07
THC
0.00%TENET HEALTHCARE CORP COM NEW
Shares2.0K
Event2026-03-31
Filed2026-04-07
OKE
0.00%ONEOK INC NEW COM
Shares4.1K
Event2026-03-31
Filed2026-04-07
UNH
1.33%UNITEDHEALTH GROUP INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-07
TMUS
22.79%T-MOBILE US INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-07
NEE
0.00%NEXTERA ENERGY INC COM
Shares3.9K
Event2026-03-31
Filed2026-04-07
BA
5.90%BOEING CO COM
Shares1.8K
Event2026-03-31
Filed2026-04-07
IVLU
0.00%ISHARES MSCI INTL VALUE FACTOR ETF
Shares9.2K
Event2026-03-31
Filed2026-04-07
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares607
Event2026-03-31
Filed2026-04-07
NUE
3.98%NUCOR CORP COM
Shares2.1K
Event2026-03-31
Filed2026-04-07
DUKE ENERGY CORP NEW COM NEW
-2.89%DUKE ENERGY CORP NEW COM NEW
Shares2.7K
Event2026-03-31
Filed2026-04-07
WFC
3.40%WELLS FARGO & CO COM
Shares4.4K
Event2026-03-31
Filed2026-04-07
HON
20.78%HONEYWELL INTL INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-07
GILD
-1.65%GILEAD SCIENCES INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-07
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares500
Event2026-03-31
Filed2026-04-07
TOTALENERGIES SE ACT
NewTOTALENERGIES SE ACT
Shares3.8K
Event2026-03-31
Filed2026-04-07
IXN
0.00%ISHARES GLOBAL TECH ETF
Shares3.2K
Event2026-03-31
Filed2026-04-07
PLD
0.95%PROLOGIS INC. COM
Shares2.4K
Event2026-03-31
Filed2026-04-07
SHM
0.00%STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
Shares6.6K
Event2026-03-31
Filed2026-04-07
XLK
0.00%TECHNOLOGY SELECT SECTOR SPDR
Shares2.3K
Event2026-03-31
Filed2026-04-07
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares321
Event2026-03-31
Filed2026-04-07
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares452
Event2026-03-31
Filed2026-04-07
DIVO
-14.05%AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares6.8K
Event2026-03-31
Filed2026-04-07
ABT
23.16%ABBOTT LABORATORIES COM
Shares2.9K
Event2026-03-31
Filed2026-04-07
MDLZ
32.37%MONDELEZ INTL INC CL A
Shares5.2K
Event2026-03-31
Filed2026-04-07
SBUX
-2.36%STARBUCKS CORP COM
Shares3.4K
Event2026-03-31
Filed2026-04-07
TSCO
-2.63%TRACTOR SUPPLY CO COM
Shares6.6K
Event2026-03-31
Filed2026-04-07
FDX
0.00%FEDEX CORP COM
Shares831
Event2026-03-31
Filed2026-04-07
PEG
6.19%PUBLIC SVC ENTERPRISE GROUP COM
Shares3.6K
Event2026-03-31
Filed2026-04-07
IVV
0.00%ISHARES S&P 500 INDEX
Shares442
Event2026-03-31
Filed2026-04-07
LAMR
-3.88%LAMAR ADVERTISING CO CL A
Shares2.3K
Event2026-03-31
Filed2026-04-07
COF
0.00%CAPITAL ONE FINL CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-07
LEMB
-0.37%ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
Shares6.9K
Event2026-03-31
Filed2026-04-07
USMV
0.00%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares3.0K
Event2026-03-31
Filed2026-04-07
XEL
-1.77%XCEL ENERGY INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-07
PH
0.00%PARKER-HANNIFIN CORP COM
Shares310
Event2026-03-31
Filed2026-04-07
EA
-1.67%ELECTRONIC ARTS INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-07
EMR
-1.04%EMERSON ELEC CO COM
Shares2.1K
Event2026-03-31
Filed2026-04-07
IYE
-3.81%ISHARES U.S. ENERGY ETF
Shares4.2K
Event2026-03-31
Filed2026-04-07
KR
0.80%KROGER CO COM
Shares3.8K
Event2026-03-31
Filed2026-04-07
PEP
1.63%PEPSICO INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-07
APA CORPORATION COM
0.00%APA CORPORATION COM
Shares6.4K
Event2026-03-31
Filed2026-04-07
GM
0.00%GENERAL MTRS CO COM
Shares3.5K
Event2026-03-31
Filed2026-04-07
BK
0.00%BANK NEW YORK MELLON CORP COM
Shares2.2K
Event2026-03-31
Filed2026-04-07
IJR
0.00%ISHARES CORE S&P SMALL CAP ETF
Shares2.0K
Event2026-03-31
Filed2026-04-07
FIDU
0.00%FIDELITY MSCI INDUSTRIAL INDEX ETF
Shares2.9K
Event2026-03-31
Filed2026-04-07
MT
0.00%ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
Shares4.8K
Event2026-03-31
Filed2026-04-07
IBN
0.00%ICICI BANK LIMITED ADR
Shares9.6K
Event2026-03-31
Filed2026-04-07
TXN
-0.62%TEXAS INSTRS INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-07
CTVA
0.00%CORTEVA INC COM
Shares3.0K
Event2026-03-31
Filed2026-04-07
GEV
-5.98%GE VERNOVA INC COM
Shares283
Event2026-03-31
Filed2026-04-07
EFG
-8.92%ISHARES MSCI EAFE GROWTH ETF
Shares2.2K
Event2026-03-31
Filed2026-04-07
CSX
12.28%CSX CORP COM
Shares6.0K
Event2026-03-31
Filed2026-04-07
VSDM
NewVANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
Shares3.2K
Event2026-03-31
Filed2026-04-07
AFL
0.00%AFLAC INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-07
CMI
-7.58%CUMMINS INC COM
Shares451
Event2026-03-31
Filed2026-04-07
AMAT
6.14%APPLIED MATLS INC COM
Shares709
Event2026-03-31
Filed2026-04-07
AGG
-21.85%ISHARES AGGREGATE BOND ETF
Shares2.4K
Event2026-03-31
Filed2026-04-07
DE
15.18%DEERE & CO COM
Shares425
Event2026-03-31
Filed2026-04-07
T
13.16%AT&T INC COM
Shares8.2K
Event2026-03-31
Filed2026-04-07
UNILEVER PLC SPON ADR NEW
-4.95%UNILEVER PLC SPON ADR NEW
Shares4.1K
Event2026-03-31
Filed2026-04-07
WMB
41.21%WILLIAMS COS INC COM
Shares3.2K
Event2026-03-31
Filed2026-04-07
SYK
4.42%STRYKER CORPORATION COM
Shares709
Event2026-03-31
Filed2026-04-07
QCOM
-8.47%QUALCOMM INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-07
DELL
0.00%DELL TECHNOLOGIES INC CL C
Shares1.4K
Event2026-03-31
Filed2026-04-07
ORLY
-2.75%OREILLY AUTOMOTIVE INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-07
GENERAL DYNAMICS CORP COM
-1.77%GENERAL DYNAMICS CORP COM
Shares667
Event2026-03-31
Filed2026-04-07
IJH
0.00%ISHARES CORE S&P MID CAP ETF
Shares3.4K
Event2026-03-31
Filed2026-04-07
QUAL
0.00%ISHARES MSCI USA QUALITY FACTOR ETF
Shares1.2K
Event2026-03-31
Filed2026-04-07
FDIS
0.00%FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
Shares2.4K
Event2026-03-31
Filed2026-04-07
OXY
51.87%OCCIDENTAL PETE CORP COM
Shares3.5K
Event2026-03-31
Filed2026-04-07
HLT
0.00%HILTON WORLDWIDE HLDGS INC COM
Shares738
Event2026-03-31
Filed2026-04-07
AA
0.00%ALCOA CORP COM
Shares3.3K
Event2026-03-31
Filed2026-04-07
MCK
0.00%MCKESSON CORP COM
Shares248
Event2026-03-31
Filed2026-04-07
FANG
6.60%DIAMONDBACK ENERGY INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-07
XLC
0.00%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares1.9K
Event2026-03-31
Filed2026-04-07
HSBC
0.00%HSBC HLDGS PLC SPON ADR NEW
Shares2.6K
Event2026-03-31
Filed2026-04-07
FCOM
0.00%FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
Shares3.1K
Event2026-03-31
Filed2026-04-07
CME
0.00%CME GROUP INC COM
Shares716
Event2026-03-31
Filed2026-04-07
JMHI
0.00%JPMORGAN HIGH YIELD MUNICIPAL ETF
Shares4.2K
Event2026-03-31
Filed2026-04-07
APD
18.49%AIR PRODUCTS AND CHEMICALS INC COM
Shares724
Event2026-03-31
Filed2026-04-07
LOGI
-2.95%LOGITECH INTL S A SHS
Shares2.3K
Event2026-03-31
Filed2026-04-07
FMAT
0.00%FIDELITY MSCI MATERIALS INDEX ETF
Shares3.6K
Event2026-03-31
Filed2026-04-07
FNCL
0.00%FIDELITY MSCI FINANCIALS INDEX ETF
Shares2.9K
Event2026-03-31
Filed2026-04-07
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares1.3K
Event2026-03-31
Filed2026-04-07
IGM
0.00%ISHARES EXPANDED TECH SECTOR ETF
Shares1.7K
Event2026-03-31
Filed2026-04-07
SONY
0.00%SONY GROUP CORP SPONSORED ADR
Shares9.8K
Event2026-03-31
Filed2026-04-07
INTU
-3.09%INTUIT COM
Shares471
Event2026-03-31
Filed2026-04-07
ALB
15.65%ALBEMARLE CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-07
LAM RESEARCH CORP COM NEW
0.00%LAM RESEARCH CORP COM NEW
Shares939
Event2026-03-31
Filed2026-04-07
GLDM
0.00%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares2.2K
Event2026-03-31
Filed2026-04-07
HII
0.00%HUNTINGTON INGALLS INDS INC COM
Shares525
Event2026-03-31
Filed2026-04-07
WM
-6.09%WASTE MGMT INC DEL COM
Shares864
Event2026-03-31
Filed2026-04-07
D
1.52%DOMINION ENERGY INC COM
Shares3.2K
Event2026-03-31
Filed2026-04-07
WAB
0.00%WABTEC COM
Shares780
Event2026-03-31
Filed2026-04-07
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-07
EFV
0.35%ISHARES MSCI EAFE VALUE INDEX ETF
Shares2.6K
Event2026-03-31
Filed2026-04-07
ATO
0.00%ATMOS ENERGY CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-07
CEG
6.91%CONSTELLATION ENERGY CORP COM
Shares681
Event2026-03-31
Filed2026-04-07
DHR
32.19%DANAHER CORP DEL COM
Shares998
Event2026-03-31
Filed2026-04-07
SAP
0.55%SAP SE SPON ADR
Shares1.1K
Event2026-03-31
Filed2026-04-07
DIS
-31.34%DISNEY WALT CO COM
Shares1.9K
Event2026-03-31
Filed2026-04-07
IWM
-1.96%ISHARES RUSSELL 2000 ETF
Shares749
Event2026-03-31
Filed2026-04-07
EXC
-4.05%EXELON CORP COM
Shares3.8K
Event2026-03-31
Filed2026-04-07
TEVA
0.00%TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
Shares6.1K
Event2026-03-31
Filed2026-04-07
VMC
-2.48%VULCAN MATLS CO COM
Shares668
Event2026-03-31
Filed2026-04-07
F
11.98%FORD MTR CO COM
Shares15.6K
Event2026-03-31
Filed2026-04-07
ED
-5.13%CONSOLIDATED EDISON INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-07
ARMK
0.00%ARAMARK COM
Shares4.4K
Event2026-03-31
Filed2026-04-07
CMG
-5.15%CHIPOTLE MEXICAN GRILL INC COM
Shares5.5K
Event2026-03-31
Filed2026-04-07
NTES
0.00%NETEASE COM INC SPONSORED ADS
Shares1.6K
Event2026-03-31
Filed2026-04-07
SHW
2.44%SHERWIN WILLIAMS CO COM
Shares546
Event2026-03-31
Filed2026-04-07
BHP
0.00%BHP BILLITON LIMITED SPONSORED ADS
Shares2.4K
Event2026-03-31
Filed2026-04-07
NSC
11.07%NORFOLK SOUTHN CORP COM
Shares602
Event2026-03-31
Filed2026-04-07
PKG
6.15%PACKAGING CORP AMER COM
Shares811
Event2026-03-31
Filed2026-04-07
SOFI
-10.19%SOFI TECHNOLOGIES INC COM
Shares10.8K
Event2026-03-31
Filed2026-04-07
MO
0.00%ALTRIA GROUP INC COM
Shares2.6K
Event2026-03-31
Filed2026-04-07
MA
-2.87%MASTERCARD INCORPORATED CL A
Shares338
Event2026-03-31
Filed2026-04-07
WELL
72.71%WELLTOWER INC COM
Shares848
Event2026-03-31
Filed2026-04-07
EQT CORP COM
0.00%EQT CORP COM
Shares2.6K
Event2026-03-31
Filed2026-04-07
EPI
0.00%WISDOMTREE TR INDIA EARNINGS FD
Shares4.1K
Event2026-03-31
Filed2026-04-07
PCAR
0.00%PACCAR INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-07
MUR
0.00%MURPHY OIL CORP COM
Shares4.0K
Event2026-03-31
Filed2026-04-07
KKR & CO INC COM
-17.91%KKR & CO INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-07
THE CIGNA GROUP COM
-1.47%THE CIGNA GROUP COM
Shares604
Event2026-03-31
Filed2026-04-07
ADI
0.00%ANALOG DEVICES INC COM
Shares494
Event2026-03-31
Filed2026-04-07
BBHY
0.00%JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
Shares3.4K
Event2026-03-31
Filed2026-04-07
IJK
0.00%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares1.6K
Event2026-03-31
Filed2026-04-07
FSTA
0.00%FIDELITY MSCI CONSUMER STAPLES INDEX ETF
Shares3.0K
Event2026-03-31
Filed2026-04-07
FHLC
0.00%FIDELITY MSCI HEALTH CARE INDEX ETF
Shares2.2K
Event2026-03-31
Filed2026-04-07
EWC
-2.18%ISHARES MSCI CANADA INDEX
Shares2.8K
Event2026-03-31
Filed2026-04-07
WBD
0.00%WARNER BROS DISCOVERY INC COM SER A
Shares5.6K
Event2026-03-31
Filed2026-04-07
SPG
0.00%SIMON PPTY GROUP INC NEW COM
Shares816
Event2026-03-31
Filed2026-04-07
CL
13.71%COLGATE PALMOLIVE CO COM
Shares1.8K
Event2026-03-31
Filed2026-04-07
IJJ
0.00%ISHARES S&P MID-CAP 400 VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-07
DAL
0.00%DELTA AIR LINES INC COM NEW
Shares2.3K
Event2026-03-31
Filed2026-04-07
HST
0.00%HOST HOTELS & RESORTS INC COM
Shares7.8K
Event2026-03-31
Filed2026-04-07
AZO
0.00%AUTOZONE INC COM
Shares44
Event2026-03-31
Filed2026-04-07
TGT
-3.42%TARGET CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-07
BOX
-11.56%BOX INC CL A
Shares6.2K
Event2026-03-31
Filed2026-04-07
FCX
0.00%FREEPORT MCMORAN INC CL B
Shares2.5K
Event2026-03-31
Filed2026-04-07
DLR
0.00%DIGITAL RLTY TR INC COM
Shares799
Event2026-03-31
Filed2026-04-07
OMC
-25.44%OMNICOM GROUP INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-07
FDN
0.00%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares611
Event2026-03-31
Filed2026-04-07
GWW
0.00%WW GRAINGER INC COM
Shares131
Event2026-03-31
Filed2026-04-07
FITB
0.00%FIFTH THIRD BANCORP COM
Shares3.1K
Event2026-03-31
Filed2026-04-07
NVO
0.00%NOVO-NORDISK A S ADR
Shares3.8K
Event2026-03-31
Filed2026-04-07
SYY
-6.45%SYSCO CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-07
ALL
16.64%ALLSTATE CORP COM
Shares673
Event2026-03-31
Filed2026-04-07
TD
0.00%TORONTO DOMINION BK ONT COM NEW
Shares1.5K
Event2026-03-31
Filed2026-04-07
BBAG
-3.65%JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
Shares3.0K
Event2026-03-31
Filed2026-04-07
RY
0.00%ROYAL BK CDA COM
Shares846
Event2026-03-31
Filed2026-04-07
RYAAY
0.00%RYANAIR HOLDINGS PLC SPONSORED ADR
Shares2.4K
Event2026-03-31
Filed2026-04-07
ENB
0.00%ENBRIDGE INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-07
DUPONT DE NEMOURS INC COM
14.85%DUPONT DE NEMOURS INC COM
Shares3.0K
Event2026-03-31
Filed2026-04-07
IXC
0.00%ISHARES GLOBAL ENERGY ETF
Shares2.3K
Event2026-03-31
Filed2026-04-07
ECL
-1.98%ECOLAB INC COM
Shares494
Event2026-03-31
Filed2026-04-07
ISRG
0.00%INTUITIVE SURGICAL INC COM NEW
Shares283
Event2026-03-31
Filed2026-04-07
HDV
0.00%ISHARES CORE HIGH DIVIDEND ETF
Shares948
Event2026-03-31
Filed2026-04-07
PAYX
0.00%PAYCHEX INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-07
PWB
0.00%INVESCO LARGE CAP GROWTH ETF
Shares1.0K
Event2026-03-31
Filed2026-04-07
DRI
-3.71%DARDEN RESTAURANTS INC COM
Shares649
Event2026-03-31
Filed2026-04-07
AEM
0.00%AGNICO EAGLE MINES LTD COM
Shares626
Event2026-03-31
Filed2026-04-07
SPY
0.00%STATE STREET SPDR S&P 500 ETF
Shares195
Event2026-03-31
Filed2026-04-07
EWJ
0.00%ISHARES MSCI JAPAN ETF
Shares1.5K
Event2026-03-31
Filed2026-04-07
DB
0.00%DEUTSCHE BK AG NAMEN AKT
Shares4.2K
Event2026-03-31
Filed2026-04-07
FERGUSON ENTERPRISES INC COMMON STOCK NEW
0.00%FERGUSON ENTERPRISES INC COMMON STOCK NEW
Shares537
Event2026-03-31
Filed2026-04-07
RGLD
0.00%ROYAL GOLD INC COM
Shares486
Event2026-03-31
Filed2026-04-07
CDP
0.00%COPT DEFENSE PROPERTIES SHS BEN INT
Shares4.0K
Event2026-03-31
Filed2026-04-07
SPYG
0.00%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares1.2K
Event2026-03-31
Filed2026-04-07
HMC
-18.18%HONDA MOTOR CO LTD ADR ECH CNV IN 3
Shares5.0K
Event2026-03-31
Filed2026-04-07
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares275
Event2026-03-31
Filed2026-04-07
RIO
0.00%RIO TINTO PLC SPONSORED ADR
Shares1.3K
Event2026-03-31
Filed2026-04-07
LEA
0.00%LEAR CORP COM NEW
Shares974
Event2026-03-31
Filed2026-04-07
EWA
-1.05%ISHARES INC MSCI AUSTRALIA INDEX FD
Shares4.2K
Event2026-03-31
Filed2026-04-07
MMM
-8.34%3M CO COM
Shares802
Event2026-03-31
Filed2026-04-07
GRMN
0.00%GARMIN LTD SHS
Shares500
Event2026-03-31
Filed2026-04-07
BUD
0.00%ANHEUSER BUSCH INBEV SA NV SPONSORED ADR
Shares1.7K
Event2026-03-31
Filed2026-04-07
YUM
20.49%YUM BRANDS INC COM
Shares741
Event2026-03-31
Filed2026-04-07
SNY
0.00%SANOFI SA SPONSORED ADR
Shares2.4K
Event2026-03-31
Filed2026-04-07
IUSV
0.00%ISHARES CORE S&P US VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-07
BSX
-5.90%BOSTON SCIENTIFIC CORP COM
Shares1.8K
Event2026-03-31
Filed2026-04-07
TSN
-4.36%TYSON FOODS INC CL A
Shares1.7K
Event2026-03-31
Filed2026-04-07
EFA
0.00%ISHARES MSCI EAFE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-07
ACCENTURE PLC IRELAND SHS CLASS A
24.44%ACCENTURE PLC IRELAND SHS CLASS A
Shares555
Event2026-03-31
Filed2026-04-07
YETI
0.00%YETI HLDGS INC COM
Shares3.0K
Event2026-03-31
Filed2026-04-07
CMCSA
47.10%COMCAST CORP NEW CL A
Shares3.8K
Event2026-03-31
Filed2026-04-07
CNI
0.00%CANADIAN NATL RY CO COM
Shares1.1K
Event2026-03-31
Filed2026-04-07
ACWI
0.00%ISHARES MSCI ACWI ETF
Shares786
Event2026-03-31
Filed2026-04-07
FR
-28.27%FIRST INDL RLTY TR INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-07
CB
0.00%CHUBB LTD SWITZ COM
Shares331
Event2026-03-31
Filed2026-04-07
WAT
0.00%WATERS CORP COM
Shares359
Event2026-03-31
Filed2026-04-07
IWY
0.00%ISHARES RUSSELL TOP 200 GROWTH ETF
Shares429
Event2026-03-31
Filed2026-04-07
USFD
0.00%US FOODS HLDG CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-07
E
0.00%ENI SPA SPONSORED ADR
Shares1.9K
Event2026-03-31
Filed2026-04-07
LHX
-3.16%L3HARRIS TECHNOLOGIES INC COM
Shares306
Event2026-03-31
Filed2026-04-07
VLUE
0.00%ISHARES MSCI USA VALUE FACTOR ETF
Shares738
Event2026-03-31
Filed2026-04-07
UBS
0.00%UBS GROUP AG SHS
Shares2.7K
Event2026-03-31
Filed2026-04-07
PANW
-8.49%PALO ALTO NETWORKS INC COM
Shares647
Event2026-03-31
Filed2026-04-07
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares882
Event2026-03-31
Filed2026-04-07
GLW
0.00%CORNING INC COM
Shares747
Event2026-03-31
Filed2026-04-07
RS
0.00%RELIANCE INC COM
Shares331
Event2026-03-31
Filed2026-04-07
WMG
0.00%WARNER MUSIC GROUP CORP COM CL A
Shares3.9K
Event2026-03-31
Filed2026-04-07
IBIT
-40.01%ISHARES BITCOIN TRUST ETF
Shares2.6K
Event2026-03-31
Filed2026-04-07
STZ
398.50%CONSTELLATION BRANDS INC CL A
Shares663
Event2026-03-31
Filed2026-04-07
BUNGE GLOBAL SA COM SHS
0.00%BUNGE GLOBAL SA COM SHS
Shares766
Event2026-03-31
Filed2026-04-07
MMC
-9.00%MARSH & MCLENNAN COS INC COM
Shares556
Event2026-03-31
Filed2026-04-07
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares226
Event2026-03-31
Filed2026-04-07
MEDTRONIC PLC SHS
5.31%MEDTRONIC PLC SHS
Shares1.1K
Event2026-03-31
Filed2026-04-07
OVV
54.52%OVINTIV INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-07
BN
0.00%BROOKFIELD CORP CL A LTD VT SH
Shares2.3K
Event2026-03-31
Filed2026-04-07
CANADIAN PACIFIC KANSAS CITY COM
0.00%CANADIAN PACIFIC KANSAS CITY COM
Shares1.2K
Event2026-03-31
Filed2026-04-07
AMT
38.36%AMERICAN TOWER CORP COM
Shares541
Event2026-03-31
Filed2026-04-07
SPAB
-12.61%STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
Shares3.6K
Event2026-03-31
Filed2026-04-07
BKNG
0.00%BOOKING HOLDINGS INC COM
Shares22
Event2026-03-31
Filed2026-04-07
TRGP
0.00%TARGA RES CORP COM
Shares366
Event2026-03-31
Filed2026-04-07
SCHV
0.00%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares3.0K
Event2026-03-31
Filed2026-04-07
INFY
-10.92%INFOSYS LTD SPONSORED ADR
Shares6.7K
Event2026-03-31
Filed2026-04-07
GMUB
NewGOLDMAN SACHS MUNICIPAL INCOME ETF
Shares1.8K
Event2026-03-31
Filed2026-04-07
INTC
14.25%INTEL CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-07
PSA
0.00%PUBLIC STORAGE OPER CO COM
Shares327
Event2026-03-31
Filed2026-04-07
ESGE
0.00%ISHARES ESG AWARE MSCI EM ETF
Shares1.9K
Event2026-03-31
Filed2026-04-07
PPG
30.77%PPG INDS INC COM
Shares816
Event2026-03-31
Filed2026-04-07
LEN
0.00%LENNAR CORP CL A
Shares1.0K
Event2026-03-31
Filed2026-04-07
EEM
0.00%ISHARES MSCI EMERGING MARKETS ETF
Shares1.5K
Event2026-03-31
Filed2026-04-07
PLTR
-21.79%PALANTIR TECHNOLOGIES INC CL A
Shares585
Event2026-03-31
Filed2026-04-07
SLG
0.00%SL GREEN RLTY CORP COM
Shares2.3K
Event2026-03-31
Filed2026-04-07
IOO
0.00%ISHARES GLOBAL 100 ETF
Shares704
Event2026-03-31
Filed2026-04-07
FMX
0.00%FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS
Shares758
Event2026-03-31
Filed2026-04-07
UGA
0.00%UNITED STATES GASOLINE FUND LP
Shares814
Event2026-03-31
Filed2026-04-07
ALC
0.00%ALCON AG ORD SHS
Shares1.1K
Event2026-03-31
Filed2026-04-07
SLB
6.90%SLB LIMITED COM STK
Shares1.6K
Event2026-03-31
Filed2026-04-07
VRTX
0.00%VERTEX PHARMACEUTICALS INC COM
Shares184
Event2026-03-31
Filed2026-04-07
IBKR
0.00%INTERACTIVE BROKERS GROUP INC COM CL A
Shares1.2K
Event2026-03-31
Filed2026-04-07
NKE
-53.29%NIKE INC CL B
Shares1.6K
Event2026-03-31
Filed2026-04-07
JBHT
0.00%HUNT J B TRANS SVCS INC COM
Shares386
Event2026-03-31
Filed2026-04-07
IRM
-18.56%IRON MTN INC DEL COM
Shares790
Event2026-03-31
Filed2026-04-07
WYNN
0.00%WYNN RESORTS LTD COM
Shares794
Event2026-03-31
Filed2026-04-07
ULTA
0.00%ULTA BEAUTY INC COM
Shares152
Event2026-03-31
Filed2026-04-07
CBRE
0.00%CBRE GROUP INC CL A
Shares578
Event2026-03-31
Filed2026-04-07
VNQ
61.76%VANGUARD REIT INDEX ETF
Shares880
Event2026-03-31
Filed2026-04-07
DBX
0.00%DROPBOX INC CL A
Shares3.4K
Event2026-03-31
Filed2026-04-07
O
-5.12%REALTY INCOME CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-07
AWK
-7.84%AMERICAN WTR WKS CO INC NEW COM
Shares564
Event2026-03-31
Filed2026-04-07
GSK PLC SPONSORED ADR
0.00%GSK PLC SPONSORED ADR
Shares1.4K
Event2026-03-31
Filed2026-04-07
SMFG
0.00%SUMITOMO MITSUI FIN GRP INC SPONSORED ADR
Shares3.8K
Event2026-03-31
Filed2026-04-07
WDFC
0.00%WD 40 CO COM
Shares369
Event2026-03-31
Filed2026-04-07
QNITY ELECTRONICS INC COMMON STOCK
NewQNITY ELECTRONICS INC COMMON STOCK
Shares652
Event2026-03-31
Filed2026-04-07
GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF
NewGOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF
Shares1.5K
Event2026-03-31
Filed2026-04-07
IYG
0.00%ISHARES US FINANCIAL SERVICES ETF
Shares900
Event2026-03-31
Filed2026-04-07
QSR
0.00%RESTAURANT BRANDS INTL INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-07
AVUV
0.00%AVANTIS U.S. SMALL CAP VALUE ETF
Shares667
Event2026-03-31
Filed2026-04-07
ADP
-7.95%AUTOMATIC DATA PROCESSING INC COM
Shares359
Event2026-03-31
Filed2026-04-07
SHOP
-17.80%SHOPIFY INC CL A SUB VTG SHS
Shares614
Event2026-03-31
Filed2026-04-07
WSM
0.00%WILLIAMS SONOMA INC COM
Shares395
Event2026-03-31
Filed2026-04-07
NTR
0.00%NUTRIEN LTD COM
Shares952
Event2026-03-31
Filed2026-04-07
VEU
38.83%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares951
Event2026-03-31
Filed2026-04-07
SECT
-4.88%MAIN SECTOR ROTATION ETF
Shares1.2K
Event2026-03-31
Filed2026-04-07
XLE
0.00%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares1.1K
Event2026-03-31
Filed2026-04-07
UAL
-18.18%UNITED AIRLS HLDGS INC COM
Shares765
Event2026-03-31
Filed2026-04-07
AJG
0.00%GALLAGHER ARTHUR J & CO COM
Shares324
Event2026-03-31
Filed2026-04-07
SPYM
0.00%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares913
Event2026-03-31
Filed2026-04-07
LQD
0.00%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares636
Event2026-03-31
Filed2026-04-07
BBY
-12.33%BEST BUY INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-07
BCC
0.00%BOISE CASCADE CO DEL COM
Shares900
Event2026-03-31
Filed2026-04-07
SPGI
0.00%S&P GLOBAL INC COM
Shares158
Event2026-03-31
Filed2026-04-07
ET
0.00%ENERGY TRANSFER L P COM UT LTD PTN
Shares3.4K
Event2026-03-31
Filed2026-04-07
TXT
0.00%TEXTRON INC COM
Shares750
Event2026-03-31
Filed2026-04-07
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares304
Event2026-03-31
Filed2026-04-07
CVS
57.44%CVS HEALTH CORP COM
Shares899
Event2026-03-31
Filed2026-04-07
EGP
0.00%EASTGROUP PPTYS INC COM
Shares345
Event2026-03-31
Filed2026-04-07
DGRO
0.00%ISHARES CORE DIVIDEND GROWTH ETF
Shares896
Event2026-03-31
Filed2026-04-07
HSY
0.00%HERSHEY CO COM
Shares300
Event2026-03-31
Filed2026-04-07
Z
-7.42%ZILLOW GROUP INC CL C CAP STK
Shares1.5K
Event2026-03-31
Filed2026-04-07
EWT
0.00%ISHARES MSCI TAIWAN ETF
Shares863
Event2026-03-31
Filed2026-04-07
ROKU
-11.16%ROKU INC COM CL A
Shares637
Event2026-03-31
Filed2026-04-07
AON PLC SHS CL A
-6.53%AON PLC SHS CL A
Shares186
Event2026-03-31
Filed2026-04-07
LYV
0.00%LIVE NATION ENTERTAINMENT INC COM
Shares391
Event2026-03-31
Filed2026-04-07
TTWO
0.00%TAKE-TWO INTERACTIVE SOFTWARE COM
Shares300
Event2026-03-31
Filed2026-04-07
IVE
-0.36%ISHARES S&P 500 VALUE ETF
Shares279
Event2026-03-31
Filed2026-04-07
CACI
0.00%CACI INTL INC CL A
Shares108
Event2026-03-31
Filed2026-04-07
AGCO
0.00%AGCO CORP COM
Shares500
Event2026-03-31
Filed2026-04-07
PNC
0.00%PNC FINL SVCS GROUP INC COM
Shares278
Event2026-03-31
Filed2026-04-07
DLTR
0.00%DOLLAR TREE INC COM
Shares516
Event2026-03-31
Filed2026-04-07
FPE
0.00%FIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares3.1K
Event2026-03-31
Filed2026-04-07
EMXC
0.00%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares698
Event2026-03-31
Filed2026-04-07
HOLX
0.00%HOLOGIC INC COM
Shares726
Event2026-03-31
Filed2026-04-07
EBAY
0.00%EBAY INC. COM
Shares598
Event2026-03-31
Filed2026-04-07
VUG
0.00%VANGUARD GROWTH ETF
Shares123
Event2026-03-31
Filed2026-04-07
KRE
0.00%STATE STREET SPDR S&P REGIONAL BANKING ETF
Shares820
Event2026-03-31
Filed2026-04-07
EXR
53.01%EXTRA SPACE STORAGE INC COM
Shares407
Event2026-03-31
Filed2026-04-07
BLOK
0.00%AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares1.1K
Event2026-03-31
Filed2026-04-07
BLACKSTONE INC COM
0.00%BLACKSTONE INC COM
Shares457
Event2026-03-31
Filed2026-04-07
GFI
0.00%GOLD FIELDS LTD SPONSORED ADR
Shares1.1K
Event2026-03-31
Filed2026-04-07
BXP
0.00%BXP INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-07
CHD
0.00%CHURCH & DWIGHT CO INC COM
Shares550
Event2026-03-31
Filed2026-04-07
TT
0.00%TRANE TECHNOLOGIES PLC SHS
Shares122
Event2026-03-31
Filed2026-04-07
EDIV
0.00%STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
Shares1.3K
Event2026-03-31
Filed2026-04-07
HYG
0.00%ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
Shares630
Event2026-03-31
Filed2026-04-07
SU
0.00%SUNCOR ENERGY INC NEW COM
Shares757
Event2026-03-31
Filed2026-04-07
VPU
0.00%VANGUARD UTILITIES
Shares248
Event2026-03-31
Filed2026-04-07
VNT
0.00%VONTIER CORPORATION COM
Shares1.4K
Event2026-03-31
Filed2026-04-07
IHI
0.00%ISHARES U.S. MEDICAL DEVICES ETF
Shares911
Event2026-03-31
Filed2026-04-07
PPL
0.00%PPL CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-07
REET
-0.37%ISHARES GLOBAL REIT ETF
Shares1.9K
Event2026-03-31
Filed2026-04-07
STLD
0.00%STEEL DYNAMICS INC COM
Shares264
Event2026-03-31
Filed2026-04-07
REGN
0.00%REGENERON PHARMACEUTICALS COM
Shares60
Event2026-03-31
Filed2026-04-07
VOX
0.00%VANGUARD COMMUNICATION SERVICES ETF
Shares255
Event2026-03-31
Filed2026-04-07
PINS
0.00%PINTEREST INC CL A
Shares2.5K
Event2026-03-31
Filed2026-04-07
FSCO
0.00%FS CREDIT OPPORTUNITIES CORP COMMON STOCK
Shares8.9K
Event2026-03-31
Filed2026-04-07
QQQM
0.00%INVESCO NASDAQ 100 ETF
Shares190
Event2026-03-31
Filed2026-04-07
VIS
0.00%VANGUARD INDUSTRIALS ETF
Shares144
Event2026-03-31
Filed2026-04-07
VVV
0.00%VALVOLINE INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-07
MOAT
0.00%VANECK MORNINGSTAR WIDE MOAT ETF
Shares458
Event2026-03-31
Filed2026-04-07
CGMU
0.00%CAPITAL GROUP MUNICIPAL INCOME ETF
Shares1.6K
Event2026-03-31
Filed2026-04-07
MAA
0.00%MID-AMER APT CMNTYS INC COM
Shares360
Event2026-03-31
Filed2026-04-07
NXPI
0.00%NXP SEMICONDUCTORS N V COM
Shares222
Event2026-03-31
Filed2026-04-07
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares205
Event2026-03-31
Filed2026-04-07
BDX
0.00%BECTON DICKINSON & CO COM
Shares271
Event2026-03-31
Filed2026-04-07
BMY
0.00%BRISTOL-MYERS SQUIBB CO COM
Shares696
Event2026-03-31
Filed2026-04-07
ORA
0.00%ORMAT TECHNOLOGIES INC COM
Shares376
Event2026-03-31
Filed2026-04-07
CINF
0.00%CINCINNATI FINL CORP COM
Shares267
Event2026-03-31
Filed2026-04-07
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
0.00%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares107
Event2026-03-31
Filed2026-04-07
VFH
0.00%VANGUARD FINANCIALS ETF
Shares345
Event2026-03-31
Filed2026-04-07
KMB
283.93%KIMBERLY-CLARK CORP COM
Shares430
Event2026-03-31
Filed2026-04-07
FOXA
0.00%FOX CORP CL A COM
Shares696
Event2026-03-31
Filed2026-04-07
XLV
0.00%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares277
Event2026-03-31
Filed2026-04-07
SDY
0.00%STATE STREET SPDR S&P DIVIDEND ETF
Shares278
Event2026-03-31
Filed2026-04-07
IYM
0.00%ISHARES U.S. BASIC MATERIALS ETF
Shares230
Event2026-03-31
Filed2026-04-07
USB
0.00%US BANCORP COM NEW
Shares772
Event2026-03-31
Filed2026-04-07
WULF
-50.93%TERAWULF INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-07
ARISTA NETWORKS INC COM SHS
0.00%ARISTA NETWORKS INC COM SHS
Shares325
Event2026-03-31
Filed2026-04-07
BARRICK MNG CORP COM SHS
0.00%BARRICK MNG CORP COM SHS
Shares978
Event2026-03-31
Filed2026-04-07
RMD
0.00%RESMED INC COM
Shares176
Event2026-03-31
Filed2026-04-07
VALE
0.00%VALE S A SPONSORED ADS
Shares2.5K
Event2026-03-31
Filed2026-04-07
FLRN
0.00%STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
Shares1.3K
Event2026-03-31
Filed2026-04-07
SCHR
14.35%SCHWAB INTERMEDIATE-TERM US TREASURY ETF
Shares1.6K
Event2026-03-31
Filed2026-04-07
A
16800.00%AGILENT TECHNOLOGIES INC COM
Shares338
Event2026-03-31
Filed2026-04-07
VCR
0.00%VANGUARD CONSUMER DISCRETIONARY ETF
Shares107
Event2026-03-31
Filed2026-04-07
WTRG
0.00%ESSENTIAL UTILS INC COM
Shares947
Event2026-03-31
Filed2026-04-07
VDC
0.00%VANGUARD CONSUMER STAPLES ETF
Shares165
Event2026-03-31
Filed2026-04-07
VT
-1.85%VANGUARD TOTAL WORLD STOCK ETF
Shares265
Event2026-03-31
Filed2026-04-07
EQIX
0.00%EQUINIX INC COM
Shares37
Event2026-03-31
Filed2026-04-07
ROST
0.00%ROSS STORES INC COM
Shares167
Event2026-03-31
Filed2026-04-07
VRT
0.00%VERTIV HOLDINGS CO COM CL A
Shares142
Event2026-03-31
Filed2026-04-07
MRP
105.83%MILLROSE PPTYS INC COM CL A
Shares1.3K
Event2026-03-31
Filed2026-04-07
VMBS
0.00%VANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares748
Event2026-03-31
Filed2026-04-07
EQR
34.77%EQUITY RESIDENTIAL SH BEN INT
Shares593
Event2026-03-31
Filed2026-04-07
DVN
0.00%DEVON ENERGY CORP NEW COM
Shares695
Event2026-03-31
Filed2026-04-07
VGSH
0.00%VANGUARD SHORT-TERM TREASURY ETF
Shares592
Event2026-03-31
Filed2026-04-07
MELI
0.00%MERCADOLIBRE INC COM
Shares20
Event2026-03-31
Filed2026-04-07
RBLX
0.00%ROBLOX CORP CL A
Shares606
Event2026-03-31
Filed2026-04-07
APH
42.63%AMPHENOL CORP CL A
Shares271
Event2026-03-31
Filed2026-04-07
HAL
0.00%HALLIBURTON CO COM
Shares872
Event2026-03-31
Filed2026-04-07
ICSH
0.00%ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
Shares670
Event2026-03-31
Filed2026-04-07
NEM
0.00%NEWMONT CORP COM
Shares306
Event2026-03-31
Filed2026-04-07
VST
0.00%VISTRA CORP COM
Shares216
Event2026-03-31
Filed2026-04-07
BCS
0.00%BARCLAYS PLC ADR
Shares1.5K
Event2026-03-31
Filed2026-04-07
NEU
0.00%NEWMARKET CORP COM
Shares50
Event2026-03-31
Filed2026-04-07
KDP
-52.69%KEURIG DR PEPPER INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-07
TAK
0.00%TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
Shares1.7K
Event2026-03-31
Filed2026-04-07
ZTS
0.00%ZOETIS INC CL A
Shares264
Event2026-03-31
Filed2026-04-07
ASC
0.00%ARDMORE SHIPPING CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-07
SATS
0.00%ECHOSTAR CORP CL A
Shares264
Event2026-03-31
Filed2026-04-07
PGR
0.00%PROGRESSIVE CORP COM
Shares155
Event2026-03-31
Filed2026-04-07
TFC
0.00%TRUIST FINL CORP COM
Shares668
Event2026-03-31
Filed2026-04-07
VTWO
0.00%VANGUARD RUSSELL 2000 ETF
Shares303
Event2026-03-31
Filed2026-04-07
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares79
Event2026-03-31
Filed2026-04-07
PBR
0.00%PETROLEO BRASILEIRO S A SPONSORED ADR
Shares1.4K
Event2026-03-31
Filed2026-04-07
MHK
0.00%MOHAWK INDS INC COM
Shares300
Event2026-03-31
Filed2026-04-07
CMF
0.00%ISHARES CALIFORNIA MUNI BOND ETF
Shares518
Event2026-03-31
Filed2026-04-07
ARCC
0.00%ARES CAPITAL CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-07
CRM
-39.38%SALESFORCE INC COM
Shares157
Event2026-03-31
Filed2026-04-07
CC
0.00%CHEMOURS CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-07
EW
0.00%EDWARDS LIFESCIENCES CORP COM
Shares357
Event2026-03-31
Filed2026-04-07
JCI
0.00%JOHNSON CTLS INTL PLC SHS
Shares218
Event2026-03-31
Filed2026-04-07
PCY
-81.54%POWERSHARES EMERGING MKTS SOVEREIGN DEBT
Shares1.4K
Event2026-03-31
Filed2026-04-07
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