Sponsored
The Analysis of SageView Advisory Group, LLC's Holdings & P&L
Currently, SageView Advisory Group, LLC holds 2610 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in AGG (+268.6K shares, valued at $26.8M), VONV (+193.6K shares, valued at $17.9M), N/A (+474.5K shares, valued at $10.3M); decreased their positions in SCHF (-576.8K shares, valued at $13.9M), SCHE (-351.3K shares, valued at $11.5M), VONG (-79.5K shares, valued at $9.7M); initiated new positions in N/A (+474.5K shares, valued at $10.3M), N/A (+501.5K shares, valued at $9.6M), EJAN (+111.5K shares, valued at $3.8M).
1M P&L
+70.6M+2.41%
3M P&L
+47.7M+1.61%
HY P&L
+189.3M+6.73%
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/A2.3B
79.7%
2Consumer Electronics52.3M
1.8%
3Semiconductors44.3M
1.6%
Top Industries by Stock Count
1N/A729 stocks
29.9%
2Biotechnology90 stocks
3.7%
3Banks - Regional73 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD116.5K sharesnew addition2025-12-312026-02-17
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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO11.0K sharesnew addition2025-12-312026-02-17
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AGG
8.01%ISHARES TR
Shares3.6M
Event2025-12-31
Filed2026-02-17
VONV
7.01%VANGUARD SCOTTSDALE FDS
Shares3.0M
Event2025-12-31
Filed2026-02-17
VONG
-3.77%VANGUARD SCOTTSDALE FDS
Shares2.0M
Event2025-12-31
Filed2026-02-17
SCHF
-8.02%SCHWAB STRATEGIC TR
Shares6.6M
Event2025-12-31
Filed2026-02-17
VXF
4.62%VANGUARD INDEX FDS
Shares648.8K
Event2025-12-31
Filed2026-02-17
SCHE
-9.47%SCHWAB STRATEGIC TR
Shares3.4M
Event2025-12-31
Filed2026-02-17
IAGG
8.88%ISHARES TR
Shares2.2M
Event2025-12-31
Filed2026-02-17
REET
8.11%ISHARES TR
Shares3.3M
Event2025-12-31
Filed2026-02-17
SCHC
-8.41%SCHWAB STRATEGIC TR
Shares1.8M
Event2025-12-31
Filed2026-02-17
AAPL
-4.91%APPLE INC
Shares190.8K
Event2025-12-31
Filed2026-02-17
SPHY
7.50%SPDR SERIES TRUST
Shares1.4M
Event2025-12-31
Filed2026-02-17
MUB
-3.65%ISHARES TR
Shares301.9K
Event2025-12-31
Filed2026-02-17
MSFT
-4.91%MICROSOFT CORP
Shares66.6K
Event2025-12-31
Filed2026-02-17
NVDA
-1.13%NVIDIA CORPORATION
Shares159.7K
Event2025-12-31
Filed2026-02-17
IVV
-2.94%ISHARES TR
Shares42.4K
Event2025-12-31
Filed2026-02-17
EMB
5.60%ISHARES TR
Shares264.5K
Event2025-12-31
Filed2026-02-17
VTI
0.15%VANGUARD INDEX FDS
Shares56.0K
Event2025-12-31
Filed2026-02-17
TCAF
-2.48%T ROWE PRICE ETF INC
Shares485.9K
Event2025-12-31
Filed2026-02-17
ALPHABET INC
5.59%ALPHABET INC
Shares58.6K
Event2025-12-31
Filed2026-02-17
IEFA
3.83%ISHARES TR
Shares184.7K
Event2025-12-31
Filed2026-02-17
AMZN
-3.40%AMAZON COM INC
Shares71.4K
Event2025-12-31
Filed2026-02-17
TILT
-1.18%FLEXSHARES TR
Shares65.4K
Event2025-12-31
Filed2026-02-17
PG
-3.82%PROCTER AND GAMBLE CO
Shares100.8K
Event2025-12-31
Filed2026-02-17
IJH
20.67%ISHARES TR
Shares214.8K
Event2025-12-31
Filed2026-02-17
META
-10.26%META PLATFORMS INC
Shares21.4K
Event2025-12-31
Filed2026-02-17
VTEB
-3.83%VANGUARD MUN BD FDS
Shares268.9K
Event2025-12-31
Filed2026-02-17
IDEV
-2.33%ISHARES TR
Shares160.1K
Event2025-12-31
Filed2026-02-17
JPM
-7.25%JPMORGAN CHASE & CO.
Shares40.8K
Event2025-12-31
Filed2026-02-17
LLY
-4.68%ELI LILLY & CO
Shares11.6K
Event2025-12-31
Filed2026-02-17
ESGV
0.24%VANGUARD WORLD FD
Shares98.4K
Event2025-12-31
Filed2026-02-17
DFAC
-2.59%DIMENSIONAL ETF TRUST
Shares293.0K
Event2025-12-31
Filed2026-02-17
VCEB
1.49%VANGUARD WORLD FD
Shares174.2K
Event2025-12-31
Filed2026-02-17
VANGUARD INDEX FDS
-43.79%VANGUARD INDEX FDS
Shares16.5K
Event2025-12-31
Filed2026-02-17
INNOVATOR ETFS TRUST
NewINNOVATOR ETFS TRUST
Shares474.5K
Event2025-12-31
Filed2026-02-17
PAUG
23.71%INNOVATOR ETFS TRUST
Shares230.3K
Event2025-12-31
Filed2026-02-17
SUB
15.24%ISHARES TR
Shares91.7K
Event2025-12-31
Filed2026-02-17
BROADCOM INC
-6.11%BROADCOM INC
Shares27.9K
Event2025-12-31
Filed2026-02-17
XOM
19.63%EXXON MOBIL CORP
Shares80.2K
Event2025-12-31
Filed2026-02-17
PSEP
24.90%INNOVATOR ETFS TRUST
Shares220.1K
Event2025-12-31
Filed2026-02-17
INNOVATOR ETFS TRUST
NewINNOVATOR ETFS TRUST
Shares501.5K
Event2025-12-31
Filed2026-02-17
CSCO
3.14%CISCO SYS INC
Shares122.0K
Event2025-12-31
Filed2026-02-17
ADSK
0.13%AUTODESK INC
Shares30.8K
Event2025-12-31
Filed2026-02-17
VSGX
-0.22%VANGUARD WORLD FD
Shares120.5K
Event2025-12-31
Filed2026-02-17
VV
-15.69%VANGUARD INDEX FDS
Shares26.2K
Event2025-12-31
Filed2026-02-17
DFCF
4.10%DIMENSIONAL ETF TRUST
Shares183.7K
Event2025-12-31
Filed2026-02-17
MCD
5.02%MCDONALDS CORP
Shares25.4K
Event2025-12-31
Filed2026-02-17
ABBV
-7.38%ABBVIE INC
Shares33.6K
Event2025-12-31
Filed2026-02-17
IJUN
24.53%INNOVATOR ETFS TRUST
Shares256.6K
Event2025-12-31
Filed2026-02-17
IOCT
24.34%INNOVATOR ETFS TRUST
Shares214.8K
Event2025-12-31
Filed2026-02-17
ISEP
24.73%INNOVATOR ETFS TRUST
Shares229.6K
Event2025-12-31
Filed2026-02-17
HD
-15.75%HOME DEPOT INC
Shares21.7K
Event2025-12-31
Filed2026-02-17
TSLA
6.60%TESLA INC
Shares16.2K
Event2025-12-31
Filed2026-02-17
SPY
-31.48%SPDR S&P 500 ETF TR
Shares10.7K
Event2025-12-31
Filed2026-02-17
BND
-21.34%VANGUARD BD INDEX FDS
Shares97.6K
Event2025-12-31
Filed2026-02-17
IEMG
13.15%ISHARES INC
Shares104.1K
Event2025-12-31
Filed2026-02-17
USMV
-3.55%ISHARES TR
Shares73.0K
Event2025-12-31
Filed2026-02-17
PM
-2.43%PHILIP MORRIS INTL INC
Shares42.2K
Event2025-12-31
Filed2026-02-17
BERKSHIRE HATHAWAY INC DEL
-2.05%BERKSHIRE HATHAWAY INC DEL
Shares13.0K
Event2025-12-31
Filed2026-02-17
V
-5.90%VISA INC
Shares18.4K
Event2025-12-31
Filed2026-02-17
IWL
-2.18%ISHARES TR
Shares37.1K
Event2025-12-31
Filed2026-02-17
TLTD
-0.93%FLEXSHARES TR
Shares67.4K
Event2025-12-31
Filed2026-02-17
JNJ
-3.43%JOHNSON & JOHNSON
Shares29.1K
Event2025-12-31
Filed2026-02-17
VXUS
-10.24%VANGUARD STAR FDS
Shares78.4K
Event2025-12-31
Filed2026-02-17
IUSB
-0.65%ISHARES TR
Shares123.5K
Event2025-12-31
Filed2026-02-17
CSW
-20.65%CSW INDUSTRIALS INC
Shares19.5K
Event2025-12-31
Filed2026-02-17
ARDT
-18.98%ARDENT HEALTH INC
Shares640.6K
Event2025-12-31
Filed2026-02-17
KOCT
197.36%INNOVATOR ETFS TRUST
Shares163.0K
Event2025-12-31
Filed2026-02-17
KAUG
25.28%INNOVATOR ETFS TRUST
Shares205.3K
Event2025-12-31
Filed2026-02-17
KDEC
25.46%INNOVATOR ETFS TRUST
Shares212.3K
Event2025-12-31
Filed2026-02-17
SRE
-0.38%SEMPRA
Shares61.1K
Event2025-12-31
Filed2026-02-17
VB
-10.47%VANGUARD INDEX FDS
Shares20.9K
Event2025-12-31
Filed2026-02-17
IWR
7.19%ISHARES TR
Shares55.8K
Event2025-12-31
Filed2026-02-17
SCHX
-2.65%SCHWAB STRATEGIC TR
Shares197.8K
Event2025-12-31
Filed2026-02-17
IJR
11.83%ISHARES TR
Shares43.3K
Event2025-12-31
Filed2026-02-17
DSI
-2.96%ISHARES TR
Shares39.5K
Event2025-12-31
Filed2026-02-17
QUAL
-0.46%ISHARES TR
Shares24.9K
Event2025-12-31
Filed2026-02-17
WMT
-3.14%WALMART INC
Shares44.4K
Event2025-12-31
Filed2026-02-17
ALPHABET INC
7.74%ALPHABET INC
Shares15.1K
Event2025-12-31
Filed2026-02-17
VUG
-4.51%VANGUARD INDEX FDS
Shares9.6K
Event2025-12-31
Filed2026-02-17
VWOB
-6.70%VANGUARD WHITEHALL FDS
Shares69.5K
Event2025-12-31
Filed2026-02-17
CVX
-17.82%CHEVRON CORP NEW
Shares30.3K
Event2025-12-31
Filed2026-02-17
SHYG
0.70%ISHARES TR
Shares107.6K
Event2025-12-31
Filed2026-02-17
INVESCO QQQ TR
-1.54%INVESCO QQQ TR
Shares7.4K
Event2025-12-31
Filed2026-02-17
EAGG
3.59%ISHARES TR
Shares93.6K
Event2025-12-31
Filed2026-02-17
BSV
0.48%VANGUARD BD INDEX FDS
Shares56.5K
Event2025-12-31
Filed2026-02-17
VEA
-4.19%VANGUARD TAX-MANAGED FDS
Shares71.3K
Event2025-12-31
Filed2026-02-17
MERCK & CO INC
-9.01%MERCK & CO INC
Shares41.6K
Event2025-12-31
Filed2026-02-17
IGIB
0.37%ISHARES TR
Shares79.8K
Event2025-12-31
Filed2026-02-17
BAC
-13.08%BANK AMERICA CORP
Shares76.4K
Event2025-12-31
Filed2026-02-17
KO
30.39%COCA COLA CO
Shares59.8K
Event2025-12-31
Filed2026-02-17
SUSA
-1.65%ISHARES TR
Shares29.9K
Event2025-12-31
Filed2026-02-17
VCIT
-0.57%VANGUARD SCOTTSDALE FDS
Shares49.0K
Event2025-12-31
Filed2026-02-17
TXN
-3.56%TEXAS INSTRS INC
Shares23.6K
Event2025-12-31
Filed2026-02-17
SCHZ
-10.48%SCHWAB STRATEGIC TR
Shares170.8K
Event2025-12-31
Filed2026-02-17
COST
-9.13%COSTCO WHSL CORP NEW
Shares4.6K
Event2025-12-31
Filed2026-02-17
GSIE
-3.62%GOLDMAN SACHS ETF TR
Shares89.3K
Event2025-12-31
Filed2026-02-17
EOCT
21.90%INNOVATOR ETFS TRUST
Shares120.1K
Event2025-12-31
Filed2026-02-17
EJAN
NewINNOVATOR ETFS TRUST
Shares111.5K
Event2025-12-31
Filed2026-02-17
VYM
-18.75%VANGUARD WHITEHALL FDS
Shares26.0K
Event2025-12-31
Filed2026-02-17
DFIC
-4.83%DIMENSIONAL ETF TRUST
Shares108.1K
Event2025-12-31
Filed2026-02-17
UNH
-6.93%UNITEDHEALTH GROUP INC
Shares11.2K
Event2025-12-31
Filed2026-02-17
HYG
0.19%ISHARES TR
Shares45.5K
Event2025-12-31
Filed2026-02-17
GE AEROSPACE
-14.50%GE AEROSPACE
Shares11.9K
Event2025-12-31
Filed2026-02-17
VTV
-7.07%VANGUARD INDEX FDS
Shares18.9K
Event2025-12-31
Filed2026-02-17
EMXC
-18.74%ISHARES INC
Shares47.5K
Event2025-12-31
Filed2026-02-17
ESGD
-0.85%ISHARES TR
Shares36.2K
Event2025-12-31
Filed2026-02-17
AVUS
-0.18%AMERICAN CENTY ETF TR
Shares30.0K
Event2025-12-31
Filed2026-02-17
SCHB
6.65%SCHWAB STRATEGIC TR
Shares127.3K
Event2025-12-31
Filed2026-02-17
MA
-2.39%MASTERCARD INCORPORATED
Shares5.8K
Event2025-12-31
Filed2026-02-17
ORCL
-6.63%ORACLE CORP
Shares17.0K
Event2025-12-31
Filed2026-02-17
D
-1.63%DOMINION ENERGY INC
Shares55.3K
Event2025-12-31
Filed2026-02-17
TT
-12.44%TRANE TECHNOLOGIES PLC
Shares8.3K
Event2025-12-31
Filed2026-02-17
NVS
-4.59%NOVARTIS AG
Shares23.3K
Event2025-12-31
Filed2026-02-17
NFLX
697.95%NETFLIX INC
Shares33.9K
Event2025-12-31
Filed2026-02-17
VOT
-3.93%VANGUARD INDEX FDS
Shares11.3K
Event2025-12-31
Filed2026-02-17
IBM
-5.23%INTERNATIONAL BUSINESS MACHS
Shares10.6K
Event2025-12-31
Filed2026-02-17
DFSD
3.98%DIMENSIONAL ETF TRUST
Shares65.4K
Event2025-12-31
Filed2026-02-17
PEP
-27.74%PEPSICO INC
Shares21.6K
Event2025-12-31
Filed2026-02-17
ABT
-4.89%ABBOTT LABS
Shares24.5K
Event2025-12-31
Filed2026-02-17
MUNI
0.25%PIMCO ETF TR
Shares57.9K
Event2025-12-31
Filed2026-02-17
MTUM
-0.28%ISHARES TR
Shares11.9K
Event2025-12-31
Filed2026-02-17
PWR
-24.59%QUANTA SVCS INC
Shares6.8K
Event2025-12-31
Filed2026-02-17
TJX
-0.46%TJX COS INC NEW
Shares18.5K
Event2025-12-31
Filed2026-02-17
FTSL
-2.01%FIRST TR EXCHANGE-TRADED FD
Shares60.5K
Event2025-12-31
Filed2026-02-17
GILD
-6.09%GILEAD SCIENCES INC
Shares22.5K
Event2025-12-31
Filed2026-02-17
TMUS
-3.25%T-MOBILE US INC
Shares13.5K
Event2025-12-31
Filed2026-02-17
IXUS
-3.91%ISHARES TR
Shares32.2K
Event2025-12-31
Filed2026-02-17
VIG
-31.41%VANGUARD SPECIALIZED FUNDS
Shares11.9K
Event2025-12-31
Filed2026-02-17
CTAS
-2.43%CINTAS CORP
Shares13.8K
Event2025-12-31
Filed2026-02-17
IVOG
3.71%VANGUARD ADMIRAL FDS INC
Shares21.5K
Event2025-12-31
Filed2026-02-17
PULS
12.28%PGIM ETF TR
Shares50.7K
Event2025-12-31
Filed2026-02-17
EZU
NewISHARES INC
Shares38.6K
Event2025-12-31
Filed2026-02-17
CME
-17.99%CME GROUP INC
Shares9.0K
Event2025-12-31
Filed2026-02-17
IWM
7.22%ISHARES TR
Shares10.0K
Event2025-12-31
Filed2026-02-17
SCHW
-12.67%SCHWAB CHARLES CORP
Shares24.1K
Event2025-12-31
Filed2026-02-17
RTX
-16.18%RTX CORPORATION
Shares12.8K
Event2025-12-31
Filed2026-02-17
TFC
-1.91%TRUIST FINL CORP
Shares47.4K
Event2025-12-31
Filed2026-02-17
DIS
-16.56%DISNEY WALT CO
Shares19.9K
Event2025-12-31
Filed2026-02-17
MEDTRONIC PLC
-2.85%MEDTRONIC PLC
Shares23.5K
Event2025-12-31
Filed2026-02-17
AZN
3.84%ASTRAZENECA PLC
Shares24.5K
Event2025-12-31
Filed2026-02-17
DUKE ENERGY CORP NEW
-3.92%DUKE ENERGY CORP NEW
Shares19.2K
Event2025-12-31
Filed2026-02-17
COF
-1.61%CAPITAL ONE FINL CORP
Shares9.2K
Event2025-12-31
Filed2026-02-17
USB
-34.36%US BANCORP DEL
Shares41.5K
Event2025-12-31
Filed2026-02-17
EGUS
-2.63%ISHARES TR
Shares40.9K
Event2025-12-31
Filed2026-02-17
EVUS
2.80%ISHARES TR
Shares67.3K
Event2025-12-31
Filed2026-02-17
CRM
1.37%SALESFORCE INC
Shares8.1K
Event2025-12-31
Filed2026-02-17
HBAN
-2.02%HUNTINGTON BANCSHARES INC
Shares122.7K
Event2025-12-31
Filed2026-02-17
ASX
-4.91%ASE TECHNOLOGY HLDG CO LTD
Shares132.0K
Event2025-12-31
Filed2026-02-17
DUHP
-1.67%DIMENSIONAL ETF TRUST
Shares52.2K
Event2025-12-31
Filed2026-02-17
DFAR
5.60%DIMENSIONAL ETF TRUST
Shares85.7K
Event2025-12-31
Filed2026-02-17
ISRG
3.20%INTUITIVE SURGICAL INC
Shares3.4K
Event2025-12-31
Filed2026-02-17
DFSV
1.70%DIMENSIONAL ETF TRUST
Shares59.3K
Event2025-12-31
Filed2026-02-17
TMO
11.75%THERMO FISHER SCIENTIFIC INC
Shares3.4K
Event2025-12-31
Filed2026-02-17
MO
-5.94%ALTRIA GROUP INC
Shares33.4K
Event2025-12-31
Filed2026-02-17
GLW
-11.18%CORNING INC
Shares21.8K
Event2025-12-31
Filed2026-02-17
UOCT
11.43%INNOVATOR ETFS TRUST
Shares48.5K
Event2025-12-31
Filed2026-02-17
AMGN
-3.93%AMGEN INC
Shares5.7K
Event2025-12-31
Filed2026-02-17
NEE
-2.72%NEXTERA ENERGY INC
Shares23.1K
Event2025-12-31
Filed2026-02-17
MINT
28.09%PIMCO ETF TR
Shares18.4K
Event2025-12-31
Filed2026-02-17
EMR
2.63%EMERSON ELEC CO
Shares13.8K
Event2025-12-31
Filed2026-02-17
NUSC
0.25%NUSHARES ETF TR
Shares41.0K
Event2025-12-31
Filed2026-02-17
IWY
-6.97%ISHARES TR
Shares6.5K
Event2025-12-31
Filed2026-02-17
AMD
-10.18%ADVANCED MICRO DEVICES INC
Shares8.3K
Event2025-12-31
Filed2026-02-17
ITOT
-1.16%ISHARES TR
Shares12.0K
Event2025-12-31
Filed2026-02-17
NOC
-2.44%NORTHROP GRUMMAN CORP
Shares3.1K
Event2025-12-31
Filed2026-02-17
PRU
-1.41%PRUDENTIAL FINL INC
Shares15.7K
Event2025-12-31
Filed2026-02-17
SCHP
-2.62%SCHWAB STRATEGIC TR
Shares66.9K
Event2025-12-31
Filed2026-02-17
MFC
-3.95%MANULIFE FINL CORP
Shares48.8K
Event2025-12-31
Filed2026-02-17
BLUEROCK PVT REAL ESTATE FD
NewBLUEROCK PVT REAL ESTATE FD
Shares116.5K
Event2025-12-31
Filed2026-02-17
VOE
0.32%VANGUARD INDEX FDS
Shares9.8K
Event2025-12-31
Filed2026-02-17
GEV
-4.04%GE VERNOVA INC
Shares2.7K
Event2025-12-31
Filed2026-02-17
EFAV
0.71%ISHARES TR
Shares20.1K
Event2025-12-31
Filed2026-02-17
SNPS
-13.83%SYNOPSYS INC
Shares3.7K
Event2025-12-31
Filed2026-02-17
SO
-3.64%SOUTHERN CO
Shares19.8K
Event2025-12-31
Filed2026-02-17
EXC
-1.51%EXELON CORP
Shares39.3K
Event2025-12-31
Filed2026-02-17
MOAT
15.24%VANECK ETF TRUST
Shares16.6K
Event2025-12-31
Filed2026-02-17
LOW
-1.25%LOWES COS INC
Shares7.1K
Event2025-12-31
Filed2026-02-17
AXP
-35.29%AMERICAN EXPRESS CO
Shares4.6K
Event2025-12-31
Filed2026-02-17
FLOT
11.77%ISHARES TR
Shares33.4K
Event2025-12-31
Filed2026-02-17
GS
-13.14%GOLDMAN SACHS GROUP INC
Shares1.9K
Event2025-12-31
Filed2026-02-17
NSC
-1.89%NORFOLK SOUTHN CORP
Shares5.8K
Event2025-12-31
Filed2026-02-17
SCHG
4.07%SCHWAB STRATEGIC TR
Shares51.5K
Event2025-12-31
Filed2026-02-17
T
-32.56%AT&T INC
Shares67.1K
Event2025-12-31
Filed2026-02-17
PANW
-8.29%PALO ALTO NETWORKS INC
Shares9.0K
Event2025-12-31
Filed2026-02-17
SCZ
-0.75%ISHARES TR
Shares21.3K
Event2025-12-31
Filed2026-02-17
EATON CORP PLC
1.63%EATON CORP PLC
Shares5.1K
Event2025-12-31
Filed2026-02-17
VO
-13.39%VANGUARD INDEX FDS
Shares5.6K
Event2025-12-31
Filed2026-02-17
DFIP
2.85%DIMENSIONAL ETF TRUST
Shares38.8K
Event2025-12-31
Filed2026-02-17
LINDE PLC
-9.42%LINDE PLC
Shares3.8K
Event2025-12-31
Filed2026-02-17
VZ
-10.23%VERIZON COMMUNICATIONS INC
Shares39.0K
Event2025-12-31
Filed2026-02-17
SYK
9.87%STRYKER CORPORATION
Shares4.5K
Event2025-12-31
Filed2026-02-17
TTD
-0.84%THE TRADE DESK INC
Shares41.5K
Event2025-12-31
Filed2026-02-17
VLUE
-2.91%ISHARES TR
Shares11.5K
Event2025-12-31
Filed2026-02-17
BLACKROCK INC
-0.34%BLACKROCK INC
Shares1.5K
Event2025-12-31
Filed2026-02-17
PFE
6.49%PFIZER INC
Shares62.7K
Event2025-12-31
Filed2026-02-17
FAST
-0.55%FASTENAL CO
Shares38.9K
Event2025-12-31
Filed2026-02-17
IWF
-4.69%ISHARES TR
Shares3.3K
Event2025-12-31
Filed2026-02-17
AVDE
-0.03%AMERICAN CENTY ETF TR
Shares18.6K
Event2025-12-31
Filed2026-02-17
VCSH
-12.10%VANGUARD SCOTTSDALE FDS
Shares19.2K
Event2025-12-31
Filed2026-02-17
SHM
0.46%SPDR SERIES TRUST
Shares31.8K
Event2025-12-31
Filed2026-02-17
CEG
-17.97%CONSTELLATION ENERGY CORP
Shares4.3K
Event2025-12-31
Filed2026-02-17
EFA
-22.47%ISHARES TR
Shares15.5K
Event2025-12-31
Filed2026-02-17
LHX
-1.44%L3HARRIS TECHNOLOGIES INC
Shares5.0K
Event2025-12-31
Filed2026-02-17
IWS
-0.65%ISHARES TR
Shares10.3K
Event2025-12-31
Filed2026-02-17
EG
274.64%EVEREST GROUP LTD
Shares4.2K
Event2025-12-31
Filed2026-02-17
CECO
-1.07%CECO ENVIRONMENTAL CORP
Shares23.8K
Event2025-12-31
Filed2026-02-17
CITIGROUP INC
6.99%CITIGROUP INC
Shares12.2K
Event2025-12-31
Filed2026-02-17
PLTR
-3.82%PALANTIR TECHNOLOGIES INC
Shares8.0K
Event2025-12-31
Filed2026-02-17
SNY
-5.00%SANOFI SA
Shares29.0K
Event2025-12-31
Filed2026-02-17
EWJ
NewISHARES INC
Shares17.0K
Event2025-12-31
Filed2026-02-17
SPDR SERIES TRUST
-1.09%SPDR SERIES TRUST
Shares14.0K
Event2025-12-31
Filed2026-02-17
BNDX
-2.82%VANGUARD CHARLOTTE FDS
Shares28.0K
Event2025-12-31
Filed2026-02-17
LMT
-15.58%LOCKHEED MARTIN CORP
Shares2.8K
Event2025-12-31
Filed2026-02-17
CMI
1.86%CUMMINS INC
Shares2.6K
Event2025-12-31
Filed2026-02-17
DFAT
-1.87%DIMENSIONAL ETF TRUST
Shares22.4K
Event2025-12-31
Filed2026-02-17
TE CONNECTIVITY PLC
-8.53%TE CONNECTIVITY PLC
Shares5.8K
Event2025-12-31
Filed2026-02-17
INVESCO EXCHANGE TRADED FD T
6.23%INVESCO EXCHANGE TRADED FD T
Shares6.9K
Event2025-12-31
Filed2026-02-17
FNDA
-3.09%SCHWAB STRATEGIC TR
Shares41.9K
Event2025-12-31
Filed2026-02-17
CAT
13.43%CATERPILLAR INC
Shares2.3K
Event2025-12-31
Filed2026-02-17
MU
-13.11%MICRON TECHNOLOGY INC
Shares4.6K
Event2025-12-31
Filed2026-02-17
APD
-7.10%AIR PRODS & CHEMS INC
Shares5.2K
Event2025-12-31
Filed2026-02-17
VWO
-8.62%VANGUARD INTL EQUITY INDEX F
Shares23.8K
Event2025-12-31
Filed2026-02-17
DE
-31.87%DEERE & CO
Shares2.7K
Event2025-12-31
Filed2026-02-17
HWM
-0.37%HOWMET AEROSPACE INC
Shares6.1K
Event2025-12-31
Filed2026-02-17
PGR
-7.39%PROGRESSIVE CORP
Shares5.5K
Event2025-12-31
Filed2026-02-17
ADI
2.13%ANALOG DEVICES INC
Shares4.6K
Event2025-12-31
Filed2026-02-17
WFC
-24.34%WELLS FARGO CO NEW
Shares13.2K
Event2025-12-31
Filed2026-02-17
MPC
1.20%MARATHON PETE CORP
Shares7.4K
Event2025-12-31
Filed2026-02-17
DFEM
-4.55%DIMENSIONAL ETF TRUST
Shares36.5K
Event2025-12-31
Filed2026-02-17
ADBE
-18.26%ADOBE INC
Shares3.4K
Event2025-12-31
Filed2026-02-17
IVE
-1.47%ISHARES TR
Shares5.6K
Event2025-12-31
Filed2026-02-17
USEP
0.00%INNOVATOR ETFS TRUST
Shares30.2K
Event2025-12-31
Filed2026-02-17
EFG
0.35%ISHARES TR
Shares10.4K
Event2025-12-31
Filed2026-02-17
GSLC
-0.55%GOLDMAN SACHS ETF TR
Shares8.9K
Event2025-12-31
Filed2026-02-17
NKE
37.39%NIKE INC
Shares18.5K
Event2025-12-31
Filed2026-02-17
BUFF
-19.67%INNOVATOR ETFS TRUST
Shares23.5K
Event2025-12-31
Filed2026-02-17
SHY
-9.63%ISHARES TR
Shares14.0K
Event2025-12-31
Filed2026-02-17
SHOP
-3.04%SHOPIFY INC
Shares7.2K
Event2025-12-31
Filed2026-02-17
XJH
5.33%ISHARES TR
Shares26.0K
Event2025-12-31
Filed2026-02-17
INVESCO EXCH TRADED FD TR II
-12.29%INVESCO EXCH TRADED FD TR II
Shares15.7K
Event2025-12-31
Filed2026-02-17
FMAT
NewFIDELITY COVINGTON TRUST
Shares20.8K
Event2025-12-31
Filed2026-02-17
CAH
-3.08%CARDINAL HEALTH INC
Shares5.4K
Event2025-12-31
Filed2026-02-17
UPS
-0.15%UNITED PARCEL SERVICE INC
Shares11.1K
Event2025-12-31
Filed2026-02-17
HON
-8.17%HONEYWELL INTL INC
Shares5.6K
Event2025-12-31
Filed2026-02-17
BK
-49.74%BANK NEW YORK MELLON CORP
Shares9.4K
Event2025-12-31
Filed2026-02-17
KR
-0.60%KROGER CO
Shares17.3K
Event2025-12-31
Filed2026-02-17
MCK
-23.01%MCKESSON CORP
Shares1.3K
Event2025-12-31
Filed2026-02-17
AMAT
6.86%APPLIED MATLS INC
Shares4.2K
Event2025-12-31
Filed2026-02-17
PAYX
0.68%PAYCHEX INC
Shares9.5K
Event2025-12-31
Filed2026-02-17
ESGE
-2.93%ISHARES INC
Shares23.5K
Event2025-12-31
Filed2026-02-17
EOG
0.98%EOG RES INC
Shares9.8K
Event2025-12-31
Filed2026-02-17
GLD
-34.03%SPDR GOLD TR
Shares2.6K
Event2025-12-31
Filed2026-02-17
TSM
-4.32%TAIWAN SEMICONDUCTOR MFG LTD
Shares3.4K
Event2025-12-31
Filed2026-02-17
MMM
-2.72%3M CO
Shares6.4K
Event2025-12-31
Filed2026-02-17
TBRG
-1.02%TRUBRIDGE INC
Shares46.2K
Event2025-12-31
Filed2026-02-17
INTC
22.54%INTEL CORP
Shares26.5K
Event2025-12-31
Filed2026-02-17
SBUX
-4.58%STARBUCKS CORP
Shares11.6K
Event2025-12-31
Filed2026-02-17
VNQ
-6.36%VANGUARD INDEX FDS
Shares11.0K
Event2025-12-31
Filed2026-02-17
ORI
13.92%OLD REP INTL CORP
Shares21.4K
Event2025-12-31
Filed2026-02-17
ADNT
0.00%ADIENT PLC
Shares50.8K
Event2025-12-31
Filed2026-02-17
SPDW
-17.34%SPDR INDEX SHS FDS
Shares21.8K
Event2025-12-31
Filed2026-02-17
PFF
-43.28%ISHARES TR
Shares30.6K
Event2025-12-31
Filed2026-02-17
CVS
-24.09%CVS HEALTH CORP
Shares11.9K
Event2025-12-31
Filed2026-02-17
IVW
-13.25%ISHARES TR
Shares7.6K
Event2025-12-31
Filed2026-02-17
EMXF
-1.87%ISHARES TR
Shares20.1K
Event2025-12-31
Filed2026-02-17
UNOV
-37.03%INNOVATOR ETFS TRUST
Shares23.6K
Event2025-12-31
Filed2026-02-17
BKLN
-4.30%INVESCO EXCH TRADED FD TR II
Shares42.3K
Event2025-12-31
Filed2026-02-17
ACCENTURE PLC IRELAND
5.45%ACCENTURE PLC IRELAND
Shares3.3K
Event2025-12-31
Filed2026-02-17
LAM RESEARCH CORP
-16.33%LAM RESEARCH CORP
Shares5.1K
Event2025-12-31
Filed2026-02-17
CINF
-36.48%CINCINNATI FINL CORP
Shares5.1K
Event2025-12-31
Filed2026-02-17
AON PLC
-0.21%AON PLC
Shares2.4K
Event2025-12-31
Filed2026-02-17
F
2.60%FORD MTR CO
Shares63.1K
Event2025-12-31
Filed2026-02-17
NOW
261.92%SERVICENOW INC
Shares5.4K
Event2025-12-31
Filed2026-02-17
DISV
-3.92%DIMENSIONAL ETF TRUST
Shares21.7K
Event2025-12-31
Filed2026-02-17
DHR
-8.98%DANAHER CORPORATION
Shares3.6K
Event2025-12-31
Filed2026-02-17
VBR
-17.14%VANGUARD INDEX FDS
Shares3.8K
Event2025-12-31
Filed2026-02-17
EWC
NewISHARES INC
Shares15.0K
Event2025-12-31
Filed2026-02-17
IJK
-8.26%ISHARES TR
Shares8.3K
Event2025-12-31
Filed2026-02-17
NUBD
-0.54%NUSHARES ETF TR
Shares36.0K
Event2025-12-31
Filed2026-02-17
CB
11.67%CHUBB LIMITED
Shares2.6K
Event2025-12-31
Filed2026-02-17
BIV
0.90%VANGUARD BD INDEX FDS
Shares10.2K
Event2025-12-31
Filed2026-02-17
USHY
1.95%ISHARES TR
Shares21.2K
Event2025-12-31
Filed2026-02-17
SPYV
-0.58%SPDR SERIES TRUST
Shares14.0K
Event2025-12-31
Filed2026-02-17
NVO
-39.38%NOVO-NORDISK A S
Shares15.5K
Event2025-12-31
Filed2026-02-17
UFEB
0.00%INNOVATOR ETFS TRUST
Shares21.4K
Event2025-12-31
Filed2026-02-17
MET
-7.48%METLIFE INC
Shares9.9K
Event2025-12-31
Filed2026-02-17
UNP
11.28%UNION PAC CORP
Shares3.3K
Event2025-12-31
Filed2026-02-17
MS
40.05%MORGAN STANLEY
Shares4.3K
Event2025-12-31
Filed2026-02-17
DIHP
-2.10%DIMENSIONAL ETF TRUST
Shares23.8K
Event2025-12-31
Filed2026-02-17
SUSB
1.40%ISHARES TR
Shares29.8K
Event2025-12-31
Filed2026-02-17
XJR
4.70%ISHARES TR
Shares17.6K
Event2025-12-31
Filed2026-02-17
EWU
NewISHARES TR
Shares17.0K
Event2025-12-31
Filed2026-02-17
SCHD
-18.38%SCHWAB STRATEGIC TR
Shares27.2K
Event2025-12-31
Filed2026-02-17
BSX
-26.19%BOSTON SCIENTIFIC CORP
Shares7.8K
Event2025-12-31
Filed2026-02-17
QCOM
3.05%QUALCOMM INC
Shares4.3K
Event2025-12-31
Filed2026-02-17
INVESCO EXCHANGE TRADED FD T
-2.63%INVESCO EXCHANGE TRADED FD T
Shares15.8K
Event2025-12-31
Filed2026-02-17
NUHY
6.82%NUSHARES ETF TR
Shares33.8K
Event2025-12-31
Filed2026-02-17
ARISTA NETWORKS INC
41.20%ARISTA NETWORKS INC
Shares5.6K
Event2025-12-31
Filed2026-02-17
HELO
2.38%J P MORGAN EXCHANGE TRADED F
Shares11.0K
Event2025-12-31
Filed2026-02-17
AIG
-10.24%AMERICAN INTL GROUP INC
Shares8.5K
Event2025-12-31
Filed2026-02-17
PH
-59.31%PARKER-HANNIFIN CORP
Shares820
Event2025-12-31
Filed2026-02-17
PROFESIONALLY MANAGED PORTFO
NewPROFESIONALLY MANAGED PORTFO
Shares11.0K
Event2025-12-31
Filed2026-02-17
SCHM
14.59%SCHWAB STRATEGIC TR
Shares24.0K
Event2025-12-31
Filed2026-02-17
SPGI
-44.92%S&P GLOBAL INC
Shares1.4K
Event2025-12-31
Filed2026-02-17
AEP
-3.52%AMERICAN ELEC PWR CO INC
Shares6.0K
Event2025-12-31
Filed2026-02-17
CFG
-7.96%CITIZENS FINL GROUP INC
Shares11.7K
Event2025-12-31
Filed2026-02-17
DYNF
-0.53%BLACKROCK ETF TRUST
Shares11.2K
Event2025-12-31
Filed2026-02-17
BKNG
1.60%BOOKING HOLDINGS INC
Shares127
Event2025-12-31
Filed2026-02-17
JCI
-8.85%JOHNSON CTLS INTL PLC
Shares5.7K
Event2025-12-31
Filed2026-02-17
EDV
2.43%VANGUARD WORLD FD
Shares10.4K
Event2025-12-31
Filed2026-02-17
TAXF
-12.51%AMERICAN CENTY ETF TR
Shares13.3K
Event2025-12-31
Filed2026-02-17
FHLC
NewFIDELITY COVINGTON TRUST
Shares8.9K
Event2025-12-31
Filed2026-02-17
POCT
32.78%INNOVATOR ETFS TRUST
Shares14.9K
Event2025-12-31
Filed2026-02-17
UDEC
4.80%INNOVATOR ETFS TRUST
Shares16.5K
Event2025-12-31
Filed2026-02-17
EEMV
0.71%ISHARES INC
Shares10.2K
Event2025-12-31
Filed2026-02-17
ORLY
5.46%OREILLY AUTOMOTIVE INC
Shares7.1K
Event2025-12-31
Filed2026-02-17
CMCSA
-2.47%COMCAST CORP NEW
Shares21.6K
Event2025-12-31
Filed2026-02-17
PJUL
-92.37%INNOVATOR ETFS TRUST
Shares13.9K
Event2025-12-31
Filed2026-02-17
NUMG
10.37%NUSHARES ETF TR
Shares13.3K
Event2025-12-31
Filed2026-02-17
XLK
71.52%SELECT SECTOR SPDR TR
Shares4.4K
Event2025-12-31
Filed2026-02-17
BLACKSTONE INC
-47.93%BLACKSTONE INC
Shares4.1K
Event2025-12-31
Filed2026-02-17
EPP
NewISHARES INC
Shares12.4K
Event2025-12-31
Filed2026-02-17
NUMV
10.34%NUSHARES ETF TR
Shares16.0K
Event2025-12-31
Filed2026-02-17
GEM
-3.68%GOLDMAN SACHS ETF TR
Shares15.0K
Event2025-12-31
Filed2026-02-17
ISHARES GOLD TR
-2.02%ISHARES GOLD TR
Shares7.5K
Event2025-12-31
Filed2026-02-17
BA
-36.80%BOEING CO
Shares2.8K
Event2025-12-31
Filed2026-02-17
SEAGATE TECHNOLOGY HLDNGS PL
-15.11%SEAGATE TECHNOLOGY HLDNGS PL
Shares2.2K
Event2025-12-31
Filed2026-02-17
ACWX
1.56%ISHARES TR
Shares9.0K
Event2025-12-31
Filed2026-02-17
IJJ
-6.39%ISHARES TR
Shares4.6K
Event2025-12-31
Filed2026-02-17
BCPC
0.03%BALCHEM CORP
Shares3.9K
Event2025-12-31
Filed2026-02-17
RF
-2.35%REGIONS FINANCIAL CORP NEW
Shares22.1K
Event2025-12-31
Filed2026-02-17
CPSD
0.00%CALAMOS ETF TR
Shares22.9K
Event2025-12-31
Filed2026-02-17
BMY
10.36%BRISTOL-MYERS SQUIBB CO
Shares11.0K
Event2025-12-31
Filed2026-02-17
CBRE
-37.02%CBRE GROUP INC
Shares3.7K
Event2025-12-31
Filed2026-02-17
VRTX
-60.51%VERTEX PHARMACEUTICALS INC
Shares1.3K
Event2025-12-31
Filed2026-02-17
OMCL
-1.15%OMNICELL COM
Shares13.0K
Event2025-12-31
Filed2026-02-17
VLO
-2.62%VALERO ENERGY CORP
Shares3.5K
Event2025-12-31
Filed2026-02-17
AJAN
0.00%INNOVATOR ETFS TRUST
Shares20.6K
Event2025-12-31
Filed2026-02-17
HYD
-85.83%VANECK ETF TRUST
Shares11.2K
Event2025-12-31
Filed2026-02-17
SJM
-10.37%SMUCKER J M CO
Shares5.8K
Event2025-12-31
Filed2026-02-17
COP
0.46%CONOCOPHILLIPS
Shares6.1K
Event2025-12-31
Filed2026-02-17
TTWO
-41.29%TAKE-TWO INTERACTIVE SOFTWAR
Shares2.2K
Event2025-12-31
Filed2026-02-17
MDLZ
-27.38%MONDELEZ INTL INC
Shares10.4K
Event2025-12-31
Filed2026-02-17
IJS
22.75%ISHARES TR
Shares4.9K
Event2025-12-31
Filed2026-02-17
NEM
-0.91%NEWMONT CORP
Shares5.6K
Event2025-12-31
Filed2026-02-17
PLD
0.53%PROLOGIS INC.
Shares4.2K
Event2025-12-31
Filed2026-02-17
ITW
-10.72%ILLINOIS TOOL WKS INC
Shares2.2K
Event2025-12-31
Filed2026-02-17
ABCB
-0.86%AMERIS BANCORP
Shares7.2K
Event2025-12-31
Filed2026-02-17
XEL
0.64%XCEL ENERGY INC
Shares7.2K
Event2025-12-31
Filed2026-02-17
UBER
-8.99%UBER TECHNOLOGIES INC
Shares6.5K
Event2025-12-31
Filed2026-02-17
XPO
-8.89%XPO INC
Shares3.9K
Event2025-12-31
Filed2026-02-17
LITE
NewLUMENTUM HLDGS INC
Shares1.4K
Event2025-12-31
Filed2026-02-17
ETJ
2.91%EATON VANCE RISK-MANAGED DIV
Shares59.7K
Event2025-12-31
Filed2026-02-17
SRLN
11.98%SSGA ACTIVE ETF TR
Shares12.7K
Event2025-12-31
Filed2026-02-17
INTU
11.21%INTUIT
Shares784
Event2025-12-31
Filed2026-02-17
FBND
-5.44%FIDELITY MERRIMACK STR TR
Shares11.2K
Event2025-12-31
Filed2026-02-17
MSIF
15.78%MSC INCOME FUND INC
Shares39.3K
Event2025-12-31
Filed2026-02-17
GCOW
-4.17%PACER FDS TR
Shares12.5K
Event2025-12-31
Filed2026-02-17
CSX
-8.34%CSX CORP
Shares14.2K
Event2025-12-31
Filed2026-02-17
VONE
0.00%VANGUARD SCOTTSDALE FDS
Shares1.7K
Event2025-12-31
Filed2026-02-17
WMB
-50.67%WILLIAMS COS INC
Shares8.4K
Event2025-12-31
Filed2026-02-17
HCA
1.03%HCA HEALTHCARE INC
Shares1.1K
Event2025-12-31
Filed2026-02-17
AMP
-11.81%AMERIPRISE FINL INC
Shares1.0K
Event2025-12-31
Filed2026-02-17
CROWN CASTLE INC
-10.77%CROWN CASTLE INC
Shares5.6K
Event2025-12-31
Filed2026-02-17
SMMU
0.73%PIMCO ETF TR
Shares9.9K
Event2025-12-31
Filed2026-02-17
OMC
92.48%OMNICOM GROUP INC
Shares6.1K
Event2025-12-31
Filed2026-02-17
SUSC
-14.68%ISHARES TR
Shares21.1K
Event2025-12-31
Filed2026-02-17
EQT CORP
3.38%EQT CORP
Shares9.2K
Event2025-12-31
Filed2026-02-17
HIG
-12.07%HARTFORD INSURANCE GROUP INC
Shares3.6K
Event2025-12-31
Filed2026-02-17
HUM
12.29%HUMANA INC
Shares1.9K
Event2025-12-31
Filed2026-02-17
JBSS
-0.01%SANFILIPPO JOHN B & SON INC
Shares6.7K
Event2025-12-31
Filed2026-02-17
STT
-44.97%STATE STR CORP
Shares3.6K
Event2025-12-31
Filed2026-02-17
UJUN
-25.47%INNOVATOR ETFS TRUST
Shares12.4K
Event2025-12-31
Filed2026-02-17
DGRW
-30.55%WISDOMTREE TR
Shares5.2K
Event2025-12-31
Filed2026-02-17
SPOT
-31.25%SPOTIFY TECHNOLOGY S A
Shares781
Event2025-12-31
Filed2026-02-17
CDL
-6.62%VICTORY PORTFOLIOS II
Shares6.6K
Event2025-12-31
Filed2026-02-17
CSRE
NewCOHEN & STEERS ETF TRUST
Shares17.8K
Event2025-12-31
Filed2026-02-17
CRH PLC
32.26%CRH PLC
Shares3.6K
Event2025-12-31
Filed2026-02-17
MMSI
-0.83%MERIT MED SYS INC
Shares5.1K
Event2025-12-31
Filed2026-02-17
NOBL
-13.23%PROSHARES TR
Shares4.3K
Event2025-12-31
Filed2026-02-17
SPHQ
-3.83%INVESCO EXCHANGE TRADED FD T
Shares6.0K
Event2025-12-31
Filed2026-02-17
APH
61.25%AMPHENOL CORP NEW
Shares3.3K
Event2025-12-31
Filed2026-02-17
RCL
-25.23%ROYAL CARIBBEAN GROUP
Shares1.6K
Event2025-12-31
Filed2026-02-17
ASTE
-17.71%ASTEC INDS INC
Shares10.1K
Event2025-12-31
Filed2026-02-17
EIX
11.83%EDISON INTL
Shares7.3K
Event2025-12-31
Filed2026-02-17
ZJAN
7.26%INNOVATOR ETFS TRUST
Shares16.0K
Event2025-12-31
Filed2026-02-17
GM
-5.17%GENERAL MTRS CO
Shares5.4K
Event2025-12-31
Filed2026-02-17
GENC
-0.90%GENCOR INDS INC
Shares33.6K
Event2025-12-31
Filed2026-02-17
SCHV
-3.29%SCHWAB STRATEGIC TR
Shares14.7K
Event2025-12-31
Filed2026-02-17
VOYA
-7.14%VOYA FINANCIAL INC
Shares5.8K
Event2025-12-31
Filed2026-02-17
MUNY
NewVANGUARD NY TAX FREE FDS
Shares4.2K
Event2025-12-31
Filed2026-02-17
AHR
-1.98%AMERICAN HEALTHCARE REIT INC
Shares9.2K
Event2025-12-31
Filed2026-02-17
FLS
-14.42%FLOWSERVE CORP
Shares6.2K
Event2025-12-31
Filed2026-02-17
HEI.A
-8.60%HEICO CORP NEW
Shares1.7K
Event2025-12-31
Filed2026-02-17
APP
2.25%APPLOVIN CORP
Shares635
Event2025-12-31
Filed2026-02-17
ABNB
-23.14%AIRBNB INC
Shares3.1K
Event2025-12-31
Filed2026-02-17
FLRN
-21.08%SPDR SERIES TRUST
Shares13.8K
Event2025-12-31
Filed2026-02-17
FE
-5.84%FIRSTENERGY CORP
Shares9.4K
Event2025-12-31
Filed2026-02-17
DGRO
-19.62%ISHARES TR
Shares6.1K
Event2025-12-31
Filed2026-02-17
TXT
-53.14%TEXTRON INC
Shares4.8K
Event2025-12-31
Filed2026-02-17
FNDC
-7.96%SCHWAB STRATEGIC TR
Shares9.2K
Event2025-12-31
Filed2026-02-17
NPK
-7.86%NATIONAL PRESTO INDS INC
Shares3.8K
Event2025-12-31
Filed2026-02-17
WEC ENERGY GROUP INC
-8.94%WEC ENERGY GROUP INC
Shares3.9K
Event2025-12-31
Filed2026-02-17
UAUG
0.00%INNOVATOR ETFS TRUST
Shares10.1K
Event2025-12-31
Filed2026-02-17
MAR
-33.08%MARRIOTT INTL INC NEW
Shares1.3K
Event2025-12-31
Filed2026-02-17
TIP
0.27%ISHARES TR
Shares3.7K
Event2025-12-31
Filed2026-02-17
DEM
0.00%WISDOMTREE TR
Shares8.5K
Event2025-12-31
Filed2026-02-17
FTCS
-13.09%FIRST TR EXCHANGE-TRADED FD
Shares4.3K
Event2025-12-31
Filed2026-02-17
FCX
2.58%FREEPORT-MCMORAN INC
Shares7.7K
Event2025-12-31
Filed2026-02-17
GENERAL DYNAMICS CORP
3.48%GENERAL DYNAMICS CORP
Shares1.2K
Event2025-12-31
Filed2026-02-17
RWO
5.66%SPDR INDEX SHS FDS
Shares8.7K
Event2025-12-31
Filed2026-02-17
GIS
-8.32%GENERAL MLS INC
Shares8.4K
Event2025-12-31
Filed2026-02-17
EL
0.93%LAUDER ESTEE COS INC
Shares3.7K
Event2025-12-31
Filed2026-02-17
VCRB
1.22%VANGUARD MALVERN FDS
Shares5.0K
Event2025-12-31
Filed2026-02-17
GOVT
10.07%ISHARES TR
Shares16.8K
Event2025-12-31
Filed2026-02-17
SCHA
-3.88%SCHWAB STRATEGIC TR
Shares13.3K
Event2025-12-31
Filed2026-02-17
UJAN
0.00%INNOVATOR ETFS TRUST
Shares8.8K
Event2025-12-31
Filed2026-02-17
AMT
-5.68%AMERICAN TOWER CORP NEW
Shares2.2K
Event2025-12-31
Filed2026-02-17
PECO
2.02%PHILLIPS EDISON & CO INC
Shares10.6K
Event2025-12-31
Filed2026-02-17
DASH
9.26%DOORDASH INC
Shares1.7K
Event2025-12-31
Filed2026-02-17
OMF
-5.03%ONEMAIN HLDGS INC
Shares5.5K
Event2025-12-31
Filed2026-02-17
AJG
-7.27%GALLAGHER ARTHUR J & CO
Shares1.4K
Event2025-12-31
Filed2026-02-17
VSS
-2.84%VANGUARD INTL EQUITY INDEX F
Shares2.6K
Event2025-12-31
Filed2026-02-17
IGM
-10.36%ISHARES TR
Shares2.8K
Event2025-12-31
Filed2026-02-17
ASML
-25.97%ASML HOLDING N V
Shares342
Event2025-12-31
Filed2026-02-17
SOUTHSTATE BK CORP
-2.74%SOUTHSTATE BK CORP
Shares3.9K
Event2025-12-31
Filed2026-02-17
SPG
-10.35%SIMON PPTY GROUP INC NEW
Shares2.0K
Event2025-12-31
Filed2026-02-17
IJAN
-0.30%INNOVATOR ETFS TRUST
Shares10.0K
Event2025-12-31
Filed2026-02-17
GSEW
-8.56%GOLDMAN SACHS ETF TR
Shares4.3K
Event2025-12-31
Filed2026-02-17
HRI
-49.54%HERC HLDGS INC
Shares2.4K
Event2025-12-31
Filed2026-02-17
UNM
-4.99%UNUM GROUP
Shares4.6K
Event2025-12-31
Filed2026-02-17
USIG
0.19%ISHARES TR
Shares6.9K
Event2025-12-31
Filed2026-02-17
DRI
-1.73%DARDEN RESTAURANTS INC
Shares1.9K
Event2025-12-31
Filed2026-02-17
VTWO
-69.06%VANGUARD SCOTTSDALE FDS
Shares3.6K
Event2025-12-31
Filed2026-02-17
FNDE
4.99%SCHWAB STRATEGIC TR
Shares9.8K
Event2025-12-31
Filed2026-02-17
KMI
-24.14%KINDER MORGAN INC DEL
Shares12.9K
Event2025-12-31
Filed2026-02-17
MSGS
-11.81%MADISON SQUARE GRDN SPRT COR
Shares1.4K
Event2025-12-31
Filed2026-02-17
VOOG
-6.58%VANGUARD ADMIRAL FDS INC
Shares795
Event2025-12-31
Filed2026-02-17
EVR
-0.29%EVERCORE INC
Shares1.0K
Event2025-12-31
Filed2026-02-17
SYF
-10.89%SYNCHRONY FINANCIAL
Shares4.2K
Event2025-12-31
Filed2026-02-17
FNDF
3.29%SCHWAB STRATEGIC TR
Shares7.7K
Event2025-12-31
Filed2026-02-17
KNTK
-74.48%KINETIK HOLDINGS INC
Shares9.6K
Event2025-12-31
Filed2026-02-17
MSA
-1.86%MSA SAFETY INC
Shares2.2K
Event2025-12-31
Filed2026-02-17
MMC
-3.63%MARSH & MCLENNAN COS INC
Shares1.9K
Event2025-12-31
Filed2026-02-17
SCMB
23.69%SCHWAB STRATEGIC TR
Shares13.4K
Event2025-12-31
Filed2026-02-17
VGT
-1.09%VANGUARD WORLD FD
Shares453
Event2025-12-31
Filed2026-02-17
MLI
-66.93%MUELLER INDS INC
Shares3.0K
Event2025-12-31
Filed2026-02-17
HFWA
-1.12%HERITAGE FINL CORP WASH
Shares14.2K
Event2025-12-31
Filed2026-02-17
JMST
0.00%J P MORGAN EXCHANGE TRADED F
Shares6.6K
Event2025-12-31
Filed2026-02-17
SPYM
-42.44%SPDR SERIES TRUST
Shares4.1K
Event2025-12-31
Filed2026-02-17
SNOW
-22.14%SNOWFLAKE INC
Shares1.5K
Event2025-12-31
Filed2026-02-17
IWD
-0.06%ISHARES TR
Shares1.6K
Event2025-12-31
Filed2026-02-17
CGIE
NewCAPITAL GROUP INTERNATIONAL
Shares9.5K
Event2025-12-31
Filed2026-02-17
CRWD
1.15%CROWDSTRIKE HLDGS INC
Shares706
Event2025-12-31
Filed2026-02-17
HDV
0.00%ISHARES TR
Shares2.7K
Event2025-12-31
Filed2026-02-17
APOLLO GLOBAL MGMT INC
-20.59%APOLLO GLOBAL MGMT INC
Shares2.3K
Event2025-12-31
Filed2026-02-17
GGG
-41.70%GRACO INC
Shares4.0K
Event2025-12-31
Filed2026-02-17
JMUB
1.05%J P MORGAN EXCHANGE TRADED F
Shares6.5K
Event2025-12-31
Filed2026-02-17
ADP
-4.03%AUTOMATIC DATA PROCESSING IN
Shares1.3K
Event2025-12-31
Filed2026-02-17
HWKN
-1.30%HAWKINS INC
Shares2.3K
Event2025-12-31
Filed2026-02-17
TGT
2.07%TARGET CORP
Shares3.3K
Event2025-12-31
Filed2026-02-17
ATLANTA BRAVES HLDGS INC
-6.13%ATLANTA BRAVES HLDGS INC
Shares7.6K
Event2025-12-31
Filed2026-02-17
FBNC
-1.03%FIRST BANCORP N C
Shares6.3K
Event2025-12-31
Filed2026-02-17
IBDT
55.24%ISHARES TR
Shares12.7K
Event2025-12-31
Filed2026-02-17
CMF
4.93%ISHARES TR
Shares5.6K
Event2025-12-31
Filed2026-02-17
LIF
0.14%LIFE360 INC
Shares5.0K
Event2025-12-31
Filed2026-02-17
FOX
-0.74%FOX CORP
Shares4.9K
Event2025-12-31
Filed2026-02-17
PINS
-1.87%PINTEREST INC
Shares12.3K
Event2025-12-31
Filed2026-02-17
WM
2.11%WASTE MGMT INC DEL
Shares1.5K
Event2025-12-31
Filed2026-02-17
ALL
-1.86%ALLSTATE CORP
Shares1.5K
Event2025-12-31
Filed2026-02-17
AZO
-8.74%AUTOZONE INC
Shares94
Event2025-12-31
Filed2026-02-17
USFD
-2.34%US FOODS HLDG CORP
Shares4.2K
Event2025-12-31
Filed2026-02-17
NJUL
0.00%INNOVATOR ETFS TRUST
Shares4.4K
Event2025-12-31
Filed2026-02-17
SIXG
-61.97%ETF SER SOLUTIONS
Shares4.9K
Event2025-12-31
Filed2026-02-17
HLT
-3.44%HILTON WORLDWIDE HLDGS INC
Shares1.1K
Event2025-12-31
Filed2026-02-17
INTF
1.09%ISHARES TR
Shares8.3K
Event2025-12-31
Filed2026-02-17
XMHQ
-49.80%INVESCO EXCHANGE TRADED FD T
Shares3.1K
Event2025-12-31
Filed2026-02-17
SONY
-68.99%SONY GROUP CORP
Shares12.1K
Event2025-12-31
Filed2026-02-17
SPYG
-2.39%SPDR SERIES TRUST
Shares2.9K
Event2025-12-31
Filed2026-02-17
CDNS
16.47%CADENCE DESIGN SYSTEM INC
Shares990
Event2025-12-31
Filed2026-02-17
XLF
11.97%SELECT SECTOR SPDR TR
Shares5.6K
Event2025-12-31
Filed2026-02-17
KLAC
-3.05%KLA CORP
Shares254
Event2025-12-31
Filed2026-02-17
SOFI
-8.67%SOFI TECHNOLOGIES INC
Shares11.8K
Event2025-12-31
Filed2026-02-17
FNF
-5.01%FIDELITY NATIONAL FINANCIAL
Shares5.6K
Event2025-12-31
Filed2026-02-17
AUB
-1.03%ATLANTIC UN BANKSHARES CORP
Shares8.7K
Event2025-12-31
Filed2026-02-17
UMI
0.00%USCF ETF TR
Shares6.2K
Event2025-12-31
Filed2026-02-17
ES
-2.07%EVERSOURCE ENERGY
Shares4.5K
Event2025-12-31
Filed2026-02-17
UTG
1.06%REAVES UTIL INCOME FD
Shares8.3K
Event2025-12-31
Filed2026-02-17
LCII
1.01%LCI INDS
Shares2.5K
Event2025-12-31
Filed2026-02-17
ZNOV
NewINNOVATOR ETFS TRUST
Shares11.2K
Event2025-12-31
Filed2026-02-17
JEPI
16.14%J P MORGAN EXCHANGE TRADED F
Shares5.2K
Event2025-12-31
Filed2026-02-17
BABA
46.84%ALIBABA GROUP HLDG LTD
Shares2.0K
Event2025-12-31
Filed2026-02-17
GVI
0.00%ISHARES TR
Shares2.8K
Event2025-12-31
Filed2026-02-17
UNF
-4.77%UNIFIRST CORP MASS
Shares1.5K
Event2025-12-31
Filed2026-02-17
ICSH
20.57%ISHARES TR
Shares5.8K
Event2025-12-31
Filed2026-02-17
NXPI
-1.46%NXP SEMICONDUCTORS N V
Shares1.4K
Event2025-12-31
Filed2026-02-17
FIX
NewCOMFORT SYS USA INC
Shares310
Event2025-12-31
Filed2026-02-17
JCPB
2.57%J P MORGAN EXCHANGE TRADED F
Shares6.1K
Event2025-12-31
Filed2026-02-17
VTIP
2.54%VANGUARD MALVERN FDS
Shares5.8K
Event2025-12-31
Filed2026-02-17
CPRY
0.00%CALAMOS ETF TR
Shares10.6K
Event2025-12-31
Filed2026-02-17
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