The Analysis of SALEM INVESTMENT COUNSELORS INC's Holdings & P&L


Currently, SALEM INVESTMENT COUNSELORS INC holds 1148 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in NVS (+63.4K shares, valued at $9.7M), CTAS (+47.3K shares, valued at $8.0M), ADBE (+12.3K shares, valued at $3.0M); decreased their positions in PLTR (-58.5K shares, valued at $8.6M), NVDA (-29.8K shares, valued at $5.2M), OBDC (-314.7K shares, valued at $3.6M); initiated new positions in CTAS (+47.3K shares, valued at $8.0M), PANW (+16.1K shares, valued at $2.6M), COPX (+29.1K shares, valued at $2.2M).


1M P&L
+72.6M+2.76%
3M P&L
-126.3M-4.47%
HY P&L
+73.8M+2.81%

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

1Semiconductors379.9M
15.7%
2Home Improvement Retail337.2M
13.9%
3N/A268.2M
11.1%

Top Industries by Stock Count

1N/A312 stocks
29.6%
2Software - Application31 stocks
2.9%
3Banks - Regional29 stocks
2.8%
Stock Holdings
LOW
LOWES COS INC
-0.01%
Shares1.4M
Event2026-03-31
Filed2026-04-13
NVDA
NVIDIA CORPORATION
-2.10%
Shares1.4M
Event2026-03-31
Filed2026-04-13
MSFT
MICROSOFT CORP
0.48%
Shares391.5K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-0.76%
Shares495.5K
Event2026-03-31
Filed2026-04-13
META
META PLATFORMS INC
0.47%
Shares156.8K
Event2026-03-31
Filed2026-04-13
PLTR
PALANTIR TECHNOLOGIES INC
-9.16%
Shares579.8K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
0.40%
Shares269.1K
Event2026-03-31
Filed2026-04-13
LLY
ELI LILLY & CO
-0.89%
Shares78.6K
Event2026-03-31
Filed2026-04-13
JPM
JPMORGAN CHASE & CO
0.17%
Shares241.4K
Event2026-03-31
Filed2026-04-13
MU
MICRON TECHNOLOGY INC
-0.51%
Shares205.4K
Event2026-03-31
Filed2026-04-13
PEP
PEPSICO INC
-0.04%
Shares284.8K
Event2026-03-31
Filed2026-04-13
JNJ
JOHNSON & JOHNSON
-0.62%
Shares176.7K
Event2026-03-31
Filed2026-04-13
WMT
WALMART INC
-0.47%
Shares333.3K
Event2026-03-31
Filed2026-04-13
GRBK
GREEN BRICK PARTNERS INC
-0.45%
Shares641.9K
Event2026-03-31
Filed2026-04-13
CAT
CATERPILLAR INC
-0.42%
Shares48.9K
Event2026-03-31
Filed2026-04-13
NU
NU HLDGS LTD
1.24%
Shares2.1M
Event2026-03-31
Filed2026-04-13
ISRG
INTUITIVE SURGICAL INC
1.36%
Shares62.8K
Event2026-03-31
Filed2026-04-13
ABBV
ABBVIE INC
0.22%
Shares131.9K
Event2026-03-31
Filed2026-04-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
1.80%
Shares83.3K
Event2026-03-31
Filed2026-04-13
V
VISA INC
1.22%
Shares81.8K
Event2026-03-31
Filed2026-04-13
COST
COSTCO WHOLESALE CORPORATION
2.03%
Shares24.6K
Event2026-03-31
Filed2026-04-13
SCHX
SCHWAB STRATEGIC TR
0.31%
Shares940.1K
Event2026-03-31
Filed2026-04-13
LEN
LENNAR CORP
0.17%
Shares262.4K
Event2026-03-31
Filed2026-04-13
SW
SMURFIT WESTROCK PLC
2.98%
Shares570.6K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
MERCK & CO INC
-6.43%
Shares176.4K
Event2026-03-31
Filed2026-04-13
CSCO
CISCO SYS INC
0.08%
Shares269.6K
Event2026-03-31
Filed2026-04-13
ALAB
ASTERA LABS INC
1.42%
Shares184.9K
Event2026-03-31
Filed2026-04-13
VO
VANGUARD INDEX FDS
-0.27%
Shares69.9K
Event2026-03-31
Filed2026-04-13
SCHM
SCHWAB STRATEGIC TR
1.71%
Shares645.9K
Event2026-03-31
Filed2026-04-13
MGK
VANGUARD WORLD FD
-1.79%
Shares53.9K
Event2026-03-31
Filed2026-04-13
VB
VANGUARD INDEX FDS
0.21%
Shares74.8K
Event2026-03-31
Filed2026-04-13
SPY
STATE STR SPDR S&P 500 ETF T
-0.75%
Shares29.7K
Event2026-03-31
Filed2026-04-13
MCD
MCDONALDS CORP
-0.28%
Shares52.7K
Event2026-03-31
Filed2026-04-13
XOM
EXXON MOBIL CORP
0.13%
Shares90.6K
Event2026-03-31
Filed2026-04-13
UI
UBIQUITI INC
-4.37%
Shares19.1K
Event2026-03-31
Filed2026-04-13
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-2.79%
Shares76.0K
Event2026-03-31
Filed2026-04-13
QCOM
QUALCOMM INC
0.78%
Shares114.3K
Event2026-03-31
Filed2026-04-13
PG
PROCTER & GAMBLE CO
-1.73%
Shares101.8K
Event2026-03-31
Filed2026-04-13
GEHC
GE HEALTHCARE TECHNOLOGIES I
4.56%
Shares184.5K
Event2026-03-31
Filed2026-04-13
BSX
BOSTON SCIENTIFIC CORP
2.78%
Shares201.5K
Event2026-03-31
Filed2026-04-13
TFC
TRUIST FINL CORP
-0.65%
Shares272.8K
Event2026-03-31
Filed2026-04-13
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
8.97%
Shares121.0K
Event2026-03-31
Filed2026-04-13
EATON CORP PLC
EATON CORP PLC
2.56%
Shares33.3K
Event2026-03-31
Filed2026-04-13
KMI
KINDER MORGAN INC DEL
-0.34%
Shares347.0K
Event2026-03-31
Filed2026-04-13
NVS
NOVARTIS AG
1187.76%
Shares68.7K
Event2026-03-31
Filed2026-04-13
BROADCOM INC
BROADCOM INC
3.31%
Shares33.8K
Event2026-03-31
Filed2026-04-13
ASML
ASML HLDG NV
2.73%
Shares7.6K
Event2026-03-31
Filed2026-04-13
MMM
3M CO
0.22%
Shares68.6K
Event2026-03-31
Filed2026-04-13
RIO
RIO TINTO PLC
5.68%
Shares105.1K
Event2026-03-31
Filed2026-04-13
HON
HONEYWELL INTL INC
-1.81%
Shares42.7K
Event2026-03-31
Filed2026-04-13
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares254.4K
Event2026-03-31
Filed2026-04-13
PBR
PETROLEO BRASILEIRO S A
-9.25%
Shares456.3K
Event2026-03-31
Filed2026-04-13
SCHA
SCHWAB STRATEGIC TR
2.15%
Shares310.7K
Event2026-03-31
Filed2026-04-13
ENB
ENBRIDGE INC
0.60%
Shares160.2K
Event2026-03-31
Filed2026-04-13
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
5.96%
Shares110.5K
Event2026-03-31
Filed2026-04-13
TMO
THERMO FISHER SCIENTIFIC INC
3.05%
Shares17.0K
Event2026-03-31
Filed2026-04-13
FDX
FEDEX CORP
-0.23%
Shares23.2K
Event2026-03-31
Filed2026-04-13
PSX
PHILLIPS 66
-1.38%
Shares45.4K
Event2026-03-31
Filed2026-04-13
COF
CAPITAL ONE FINL CORP
0.69%
Shares44.7K
Event2026-03-31
Filed2026-04-13
KO
COCA COLA CO
0.68%
Shares106.4K
Event2026-03-31
Filed2026-04-13
HUBBELL INC
HUBBELL INC
-1.04%
Shares16.5K
Event2026-03-31
Filed2026-04-13
CTAS
CINTAS CORP
New
Shares47.3K
Event2026-03-31
Filed2026-04-13
IRM
IRON MTN INC DEL
0.83%
Shares78.1K
Event2026-03-31
Filed2026-04-13
HD
HOME DEPOT INC
0.52%
Shares23.4K
Event2026-03-31
Filed2026-04-13
ET
ENERGY TRANSFER L P
0.01%
Shares383.3K
Event2026-03-31
Filed2026-04-13
IWR
ISHARES TR
-0.07%
Shares75.8K
Event2026-03-31
Filed2026-04-13
KBH
KB HOME
-1.48%
Shares136.7K
Event2026-03-31
Filed2026-04-13
IVV
ISHARES TR
-1.76%
Shares10.7K
Event2026-03-31
Filed2026-04-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-1.39%
Shares11.6K
Event2026-03-31
Filed2026-04-13
WM
WASTE MGMT INC DEL
-0.89%
Shares29.6K
Event2026-03-31
Filed2026-04-13
CVX
CHEVRON CORPORATION
0.60%
Shares32.6K
Event2026-03-31
Filed2026-04-13
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares16.2K
Event2026-03-31
Filed2026-04-13
NEE
NEXTERA ENERGY INC
0.63%
Shares67.3K
Event2026-03-31
Filed2026-04-13
CL
COLGATE PALMOLIVE CO
-5.57%
Shares71.2K
Event2026-03-31
Filed2026-04-13
GS
GOLDMAN SACHS GROUP INC
0.11%
Shares7.1K
Event2026-03-31
Filed2026-04-13
MDLZ
MONDELEZ INTL INC
0.70%
Shares102.4K
Event2026-03-31
Filed2026-04-13
CRWD
CROWDSTRIKE HLDGS INC
-5.08%
Shares15.2K
Event2026-03-31
Filed2026-04-13
SON
SONOCO PRODS CO
-0.18%
Shares105.6K
Event2026-03-31
Filed2026-04-13
VIG
VANGUARD SPECIALIZED FUNDS
-5.30%
Shares25.9K
Event2026-03-31
Filed2026-04-13
ORCL
ORACLE CORP
2.17%
Shares35.5K
Event2026-03-31
Filed2026-04-13
MS
MORGAN STANLEY
1.82%
Shares31.5K
Event2026-03-31
Filed2026-04-13
VUSB
VANGUARD BD INDEX FDS
0.49%
Shares102.7K
Event2026-03-31
Filed2026-04-13
ALPS ETF TR
ALPS ETF TR
8.47%
Shares91.7K
Event2026-03-31
Filed2026-04-13
TSLA
TESLA INC
0.62%
Shares12.6K
Event2026-03-31
Filed2026-04-13
CRI
CARTERS INC
1.44%
Shares126.9K
Event2026-03-31
Filed2026-04-13
DY
DYCOM INDS INC
-0.08%
Shares13.3K
Event2026-03-31
Filed2026-04-13
MELI
MERCADOLIBRE INC
5.79%
Shares2.5K
Event2026-03-31
Filed2026-04-13
MLM
MARTIN MARIETTA MATLS INC
-0.07%
Shares7.4K
Event2026-03-31
Filed2026-04-13
PNC
PNC FINL SVCS GROUP INC
1.25%
Shares20.7K
Event2026-03-31
Filed2026-04-13
AGG
ISHARES TR
4.05%
Shares43.1K
Event2026-03-31
Filed2026-04-13
MTD
METTLER TOLEDO INTERNATIONAL
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-13
VBIL
VANGUARD INSTL INDEX FD
-5.47%
Shares54.5K
Event2026-03-31
Filed2026-04-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.44%
Shares31.4K
Event2026-03-31
Filed2026-04-13
ARCC
ARES CAPITAL CORP
-13.49%
Shares223.1K
Event2026-03-31
Filed2026-04-13
JPST
J P MORGAN EXCHANGE TRADED F
1.89%
Shares79.2K
Event2026-03-31
Filed2026-04-13
ALSN
ALLISON TRANSMISSION HLDGS I
-0.07%
Shares34.2K
Event2026-03-31
Filed2026-04-13
TXT
TEXTRON INC
-2.48%
Shares45.4K
Event2026-03-31
Filed2026-04-13
PM
PHILIP MORRIS INTL INC
-0.70%
Shares23.3K
Event2026-03-31
Filed2026-04-13
TROW
PRICE T ROWE GROUP INC
3.55%
Shares42.7K
Event2026-03-31
Filed2026-04-13
MKL
MARKEL GROUP INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-13
SCHF
SCHWAB STRATEGIC TR
5.28%
Shares144.2K
Event2026-03-31
Filed2026-04-13
CITIGROUP INC
CITIGROUP INC
2.73%
Shares30.7K
Event2026-03-31
Filed2026-04-13
KMB
KIMBERLY-CLARK CORP
-1.19%
Shares35.1K
Event2026-03-31
Filed2026-04-13
IWM
ISHARES TR
0.00%
Shares13.7K
Event2026-03-31
Filed2026-04-13
SCHB
SCHWAB STRATEGIC TR
0.07%
Shares135.4K
Event2026-03-31
Filed2026-04-13
NTRA
NATERA INC
1.54%
Shares16.5K
Event2026-03-31
Filed2026-04-13
HBAN
HUNTINGTON BANCSHARES INC
4.67%
Shares207.2K
Event2026-03-31
Filed2026-04-13
NGVT
INGEVITY CORP
0.00%
Shares44.7K
Event2026-03-31
Filed2026-04-13
SYY
SYSCO CORP
-1.11%
Shares44.6K
Event2026-03-31
Filed2026-04-13
ADBE
ADOBE INC
1507.75%
Shares13.1K
Event2026-03-31
Filed2026-04-13
FNDF
SCHWAB STRATEGIC TR
51.01%
Shares64.7K
Event2026-03-31
Filed2026-04-13
PFE
PFIZER INC
-0.44%
Shares107.9K
Event2026-03-31
Filed2026-04-13
VUG
VANGUARD INDEX FDS
17.11%
Shares6.9K
Event2026-03-31
Filed2026-04-13
IBIT
ISHARES BITCOIN TRUST ETF
31.59%
Shares77.5K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE
GE AEROSPACE
0.36%
Shares10.3K
Event2026-03-31
Filed2026-04-13
YUM
YUM BRANDS INC
0.19%
Shares18.6K
Event2026-03-31
Filed2026-04-13
CVS
CVS HEALTH CORP
-5.67%
Shares39.9K
Event2026-03-31
Filed2026-04-13
INTC
INTEL CORP
2.09%
Shares63.1K
Event2026-03-31
Filed2026-04-13
UNF
UNIFIRST CORP MASS
-4.78%
Shares10.9K
Event2026-03-31
Filed2026-04-13
NBIS
NEBIUS GROUP N.V.
-1.67%
Shares26.5K
Event2026-03-31
Filed2026-04-13
UNH
UNITEDHEALTH GROUP INC
10.00%
Shares10.1K
Event2026-03-31
Filed2026-04-13
SCHR
SCHWAB STRATEGIC TR
1.82%
Shares108.4K
Event2026-03-31
Filed2026-04-13
NFLX
NETFLIX INC.
-0.58%
Shares28.1K
Event2026-03-31
Filed2026-04-13
NUE
NUCOR CORP
-0.90%
Shares15.9K
Event2026-03-31
Filed2026-04-13
SYK
STRYKER CORPORATION
2.75%
Shares8.1K
Event2026-03-31
Filed2026-04-13
NEM
NEWMONT CORP
0.00%
Shares24.4K
Event2026-03-31
Filed2026-04-13
LH
LABCORP HOLDINGS INC
-1.00%
Shares9.9K
Event2026-03-31
Filed2026-04-13
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-13
PANW
PALO ALTO NETWORKS INC
New
Shares16.1K
Event2026-03-31
Filed2026-04-13
FRPH
FRP HLDGS INC
-0.35%
Shares114.3K
Event2026-03-31
Filed2026-04-13
SCHW
SCHWAB CHARLES CORP
-0.21%
Shares25.4K
Event2026-03-31
Filed2026-04-13
GEV
GE VERNOVA INC
4.34%
Shares2.7K
Event2026-03-31
Filed2026-04-13
XLV
SELECT SECTOR SPDR TR
-0.07%
Shares16.1K
Event2026-03-31
Filed2026-04-13
NOW
SERVICENOW INC
-0.34%
Shares22.4K
Event2026-03-31
Filed2026-04-13
DVY
ISHARES TR
0.00%
Shares15.3K
Event2026-03-31
Filed2026-04-13
HSIC
SCHEIN HENRY INC
-0.48%
Shares30.9K
Event2026-03-31
Filed2026-04-13
COPX
GLOBAL X FDS
New
Shares29.1K
Event2026-03-31
Filed2026-04-13
HRI
HERC HLDGS INC
-0.63%
Shares22.0K
Event2026-03-31
Filed2026-04-13
QXO
QXO INC
18.83%
Shares112.3K
Event2026-03-31
Filed2026-04-13
IEFA
ISHARES TR
72.14%
Shares24.1K
Event2026-03-31
Filed2026-04-13
LBRT
LIBERTY ENERGY INC
0.00%
Shares75.4K
Event2026-03-31
Filed2026-04-13
JQUA
J P MORGAN EXCHANGE TRADED F
25.32%
Shares34.4K
Event2026-03-31
Filed2026-04-13
EMR
EMERSON ELEC CO
0.01%
Shares16.0K
Event2026-03-31
Filed2026-04-13
IWF
ISHARES TR
-1.46%
Shares4.9K
Event2026-03-31
Filed2026-04-13
XLK
SELECT SECTOR SPDR TR
-0.55%
Shares15.4K
Event2026-03-31
Filed2026-04-13
WST
WEST PHARMACEUTICAL SVSC INC
22.74%
Shares8.1K
Event2026-03-31
Filed2026-04-13
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-2.12%
Shares37.2K
Event2026-03-31
Filed2026-04-13
GLW
CORNING INC
-26.26%
Shares14.5K
Event2026-03-31
Filed2026-04-13
VTI
VANGUARD INDEX FDS
-1.10%
Shares6.1K
Event2026-03-31
Filed2026-04-13
WBD
WARNER BROS DISCOVERY INC
2.72%
Shares71.3K
Event2026-03-31
Filed2026-04-13
MGC
VANGUARD WORLD FD
1.01%
Shares8.2K
Event2026-03-31
Filed2026-04-13
DELL
DELL TECHNOLOGIES INC
-1.13%
Shares11.8K
Event2026-03-31
Filed2026-04-13
NVO
NOVO-NORDISK A S
428.32%
Shares51.2K
Event2026-03-31
Filed2026-04-13
CNQ
CANADIAN NAT RES LTD MED TER
0.00%
Shares36.8K
Event2026-03-31
Filed2026-04-13
FN
FABRINET
5.88%
Shares3.4K
Event2026-03-31
Filed2026-04-13
CPNG
COUPANG INC
53.22%
Shares93.8K
Event2026-03-31
Filed2026-04-13
MO
ALTRIA GROUP INC
-2.70%
Shares26.3K
Event2026-03-31
Filed2026-04-13
BBUS
J P MORGAN EXCHANGE TRADED F
45.87%
Shares14.1K
Event2026-03-31
Filed2026-04-13
TXN
TEXAS INSTRS INC
0.02%
Shares8.1K
Event2026-03-31
Filed2026-04-13
BRO
BROWN & BROWN INC
0.00%
Shares24.0K
Event2026-03-31
Filed2026-04-13
IEMG
ISHARES INC
166.68%
Shares22.3K
Event2026-03-31
Filed2026-04-13
USMV
ISHARES TR
-2.65%
Shares16.7K
Event2026-03-31
Filed2026-04-13
HCA
HCA HEALTHCARE INC
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-13
FNDX
SCHWAB STRATEGIC TR
-0.49%
Shares55.2K
Event2026-03-31
Filed2026-04-13
OKE
ONEOK INC NEW
0.00%
Shares17.0K
Event2026-03-31
Filed2026-04-13
IVE
ISHARES TR
0.00%
Shares7.3K
Event2026-03-31
Filed2026-04-13
DHI
D R HORTON INC
-1.31%
Shares11.1K
Event2026-03-31
Filed2026-04-13
VZ
VERIZON COMMUNICATIONS INC
-0.51%
Shares30.0K
Event2026-03-31
Filed2026-04-13
IBM
INTERNATIONAL BUSINESS MACHS
-1.94%
Shares6.2K
Event2026-03-31
Filed2026-04-13
CPRT
COPART INC
-7.51%
Shares43.1K
Event2026-03-31
Filed2026-04-13
VDE
VANGUARD WORLD FD
-0.18%
Shares8.2K
Event2026-03-31
Filed2026-04-13
SGI
SOMNIGROUP INTERNATIONAL INC
0.00%
Shares19.2K
Event2026-03-31
Filed2026-04-13
PINS
PINTEREST INC
-5.94%
Shares76.7K
Event2026-03-31
Filed2026-04-13
XLE
SELECT SECTOR SPDR TR
3.67%
Shares22.6K
Event2026-03-31
Filed2026-04-13
ZS
ZSCALER INC
-0.91%
Shares9.8K
Event2026-03-31
Filed2026-04-13
VCSH
VANGUARD SCOTTSDALE FDS
39.80%
Shares17.4K
Event2026-03-31
Filed2026-04-13
VVX
V2X INC
18.24%
Shares19.9K
Event2026-03-31
Filed2026-04-13
IXN
ISHARES TR
0.00%
Shares13.5K
Event2026-03-31
Filed2026-04-13
IJH
ISHARES TR
3.89%
Shares19.6K
Event2026-03-31
Filed2026-04-13
MTZ
MASTEC INC
New
Shares4.1K
Event2026-03-31
Filed2026-04-13
TEM
TEMPUS AI INC
-5.30%
Shares28.6K
Event2026-03-31
Filed2026-04-13
LOB
LIVE OAK BANCSHARES INC
0.00%
Shares38.2K
Event2026-03-31
Filed2026-04-13
BMY
BRISTOL-MYERS SQUIBB CO
-1.66%
Shares20.8K
Event2026-03-31
Filed2026-04-13
MRP
MILLROSE PPTYS INC
-18.29%
Shares45.0K
Event2026-03-31
Filed2026-04-13
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
12.82%
Shares3.7K
Event2026-03-31
Filed2026-04-13
MGV
VANGUARD WORLD FD
56.73%
Shares8.4K
Event2026-03-31
Filed2026-04-13
SCHD
SCHWAB STRATEGIC TR
0.47%
Shares38.1K
Event2026-03-31
Filed2026-04-13
WFC
WELLS FARGO & CO
5.43%
Shares14.4K
Event2026-03-31
Filed2026-04-13
CNI
CANADIAN NATL RY CO
0.00%
Shares11.1K
Event2026-03-31
Filed2026-04-13
T
AT&T INC
9.92%
Shares39.0K
Event2026-03-31
Filed2026-04-13
TDW
TIDEWATER INC NEW
0.00%
Shares13.5K
Event2026-03-31
Filed2026-04-13
NSC
NORFOLK SOUTHN CORP
-7.43%
Shares3.9K
Event2026-03-31
Filed2026-04-13
VEA
VANGUARD TAX-MANAGED FDS
-4.42%
Shares17.2K
Event2026-03-31
Filed2026-04-13
VOT
VANGUARD INDEX FDS
-0.17%
Shares4.1K
Event2026-03-31
Filed2026-04-13
SGOV
ISHARES TR
-0.08%
Shares10.0K
Event2026-03-31
Filed2026-04-13
LAM RESEARCH CORP
LAM RESEARCH CORP
-1.15%
Shares4.7K
Event2026-03-31
Filed2026-04-13
MPC
MARATHON PETE CORP
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-13
DIS
DISNEY WALT CO
-3.44%
Shares10.4K
Event2026-03-31
Filed2026-04-13
DOV
DOVER CORP
0.42%
Shares4.8K
Event2026-03-31
Filed2026-04-13
DAR
DARLING INGREDIENTS INC
0.00%
Shares15.6K
Event2026-03-31
Filed2026-04-13
IR
INGERSOLL RAND INC
0.00%
Shares12.0K
Event2026-03-31
Filed2026-04-13
VGT
VANGUARD WORLD FD
-1.45%
Shares1.4K
Event2026-03-31
Filed2026-04-13
TM
TOYOTA MOTOR CORP
-2.15%
Shares4.6K
Event2026-03-31
Filed2026-04-13
EFA
ISHARES TR
0.25%
Shares9.7K
Event2026-03-31
Filed2026-04-13
CARR
CARRIER GLOBAL CORPORATION
-1.38%
Shares16.6K
Event2026-03-31
Filed2026-04-13
RDVT
RED VIOLET INC
-1.98%
Shares27.0K
Event2026-03-31
Filed2026-04-13
KTOS
KRATOS DEFENSE & SEC SOLUTIO
1.92%
Shares13.3K
Event2026-03-31
Filed2026-04-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.51%
Shares4.9K
Event2026-03-31
Filed2026-04-13
IVW
ISHARES TR
1.29%
Shares8.2K
Event2026-03-31
Filed2026-04-13
SNDK
SANDISK CORP
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
AYI
ACUITY INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-13
SO
SOUTHERN CO
0.12%
Shares9.3K
Event2026-03-31
Filed2026-04-13
UNP
UNION PAC CORP
3.98%
Shares3.6K
Event2026-03-31
Filed2026-04-13
EXE
EXPAND ENERGY CORPORATION
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-13
XLU
SELECT SECTOR SPDR TR
-0.12%
Shares19.0K
Event2026-03-31
Filed2026-04-13
COP
CONOCOPHILLIPS
0.25%
Shares6.5K
Event2026-03-31
Filed2026-04-13
RY
ROYAL BK CDA
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-13
GPN
GLOBAL PMTS INC
3.30%
Shares12.3K
Event2026-03-31
Filed2026-04-13
GWW
WW GRAINGER INC
0.40%
Shares761
Event2026-03-31
Filed2026-04-13
FLO
FLOWERS FOODS INC
6.90%
Shares100.7K
Event2026-03-31
Filed2026-04-13
EEM
ISHARES TR
6.35%
Shares14.2K
Event2026-03-31
Filed2026-04-13
IWB
ISHARES TR
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-13
DFAI
DIMENSIONAL ETF TRUST
-0.99%
Shares20.4K
Event2026-03-31
Filed2026-04-13
SRE
SEMPRA
0.00%
Shares8.1K
Event2026-03-31
Filed2026-04-13
RDDT
REDDIT INC
-1.36%
Shares5.9K
Event2026-03-31
Filed2026-04-13
EZPW
EZCORP INC
0.00%
Shares30.9K
Event2026-03-31
Filed2026-04-13
KVUE
KENVUE INC
-0.88%
Shares45.3K
Event2026-03-31
Filed2026-04-13
AAP
ADVANCE AUTO PARTS INC
0.00%
Shares14.6K
Event2026-03-31
Filed2026-04-13
ULST
SSGA ACTIVE ETF TR
-3.05%
Shares19.0K
Event2026-03-31
Filed2026-04-13
SHW
SHERWIN WILLIAMS CO
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-13
XAR
SPDR SERIES TRUST
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
EME
EMCOR GROUP INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-13
OTIS
OTIS WORLDWIDE CORP
0.00%
Shares9.5K
Event2026-03-31
Filed2026-04-13
KLAR
KLARNA GROUP PLC
147.89%
Shares55.3K
Event2026-03-31
Filed2026-04-13
MA
MASTERCARD INCORPORATED
-3.79%
Shares1.4K
Event2026-03-31
Filed2026-04-13
IGV
ISHARES TR
0.00%
Shares9.0K
Event2026-03-31
Filed2026-04-13
CMCSA
COMCAST CORP NEW
0.01%
Shares24.8K
Event2026-03-31
Filed2026-04-13
DE
DEERE & CO
0.48%
Shares1.3K
Event2026-03-31
Filed2026-04-13
LINDE PLC
LINDE PLC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
VTV
VANGUARD INDEX FDS
0.29%
Shares3.5K
Event2026-03-31
Filed2026-04-13
GLD
SPDR GOLD TR
0.19%
Shares1.6K
Event2026-03-31
Filed2026-04-13
OXY
OCCIDENTAL PETE CORP
-2.69%
Shares10.3K
Event2026-03-31
Filed2026-04-13
LHX
L3HARRIS TECHNOLOGIES INC
8.65%
Shares1.9K
Event2026-03-31
Filed2026-04-13
TJX
TJX COS INC NEW
-28.76%
Shares4.1K
Event2026-03-31
Filed2026-04-13
ITOT
ISHARES TR
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-13
EWJ
ISHARES INC
0.00%
Shares7.3K
Event2026-03-31
Filed2026-04-13
FLOT
ISHARES TR
1.17%
Shares12.1K
Event2026-03-31
Filed2026-04-13
IJR
ISHARES TR
0.35%
Shares4.9K
Event2026-03-31
Filed2026-04-13
VNQ
VANGUARD INDEX FDS
-6.77%
Shares6.9K
Event2026-03-31
Filed2026-04-13
BLACKSTONE INC
BLACKSTONE INC
-2.05%
Shares5.3K
Event2026-03-31
Filed2026-04-13
PYPL
PAYPAL HLDGS INC
-4.68%
Shares13.4K
Event2026-03-31
Filed2026-04-13
VGK
VANGUARD INTL EQUITY INDEX F
47.57%
Shares7.3K
Event2026-03-31
Filed2026-04-13
YUMC
YUM CHINA HLDGS INC
0.00%
Shares12.0K
Event2026-03-31
Filed2026-04-13
FNB
F N B CORP
0.00%
Shares34.5K
Event2026-03-31
Filed2026-04-13
MDYG
SPDR SERIES TRUST
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-13
LMT
LOCKHEED MARTIN CORP
0.00%
Shares944
Event2026-03-31
Filed2026-04-13
KLAC
KLA CORP
New
Shares385
Event2026-03-31
Filed2026-04-13
XBI
SPDR SERIES TRUST
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-13
VPL
VANGUARD INTL EQUITY INDEX F
1.23%
Shares5.4K
Event2026-03-31
Filed2026-04-13
ECL
ECOLAB INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
9.58%
Shares4.5K
Event2026-03-31
Filed2026-04-13
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares753
Event2026-03-31
Filed2026-04-13
CGUS
CAPITAL GROUP CORE EQUITY ET
-36.20%
Shares13.3K
Event2026-03-31
Filed2026-04-13
NKE
NIKE INC
-17.78%
Shares9.2K
Event2026-03-31
Filed2026-04-13
GPK
GRAPHIC PACKAGING HLDG CO
0.52%
Shares48.1K
Event2026-03-31
Filed2026-04-13
SCHE
SCHWAB STRATEGIC TR
0.85%
Shares14.6K
Event2026-03-31
Filed2026-04-13
GRID
FIRST TR EXCHANGE-TRADED FD
96.21%
Shares2.8K
Event2026-03-31
Filed2026-04-13
IWD
ISHARES TR
-1.14%
Shares2.2K
Event2026-03-31
Filed2026-04-13
TSN
TYSON FOODS INC
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-13
D
DOMINION ENERGY INC
11.75%
Shares6.9K
Event2026-03-31
Filed2026-04-13
AIQ
GLOBAL X FDS
0.00%
Shares9.2K
Event2026-03-31
Filed2026-04-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares8.8K
Event2026-03-31
Filed2026-04-13
SCHG
SCHWAB STRATEGIC TR
49.32%
Shares14.2K
Event2026-03-31
Filed2026-04-13
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
0.00%
Shares66.6K
Event2026-03-31
Filed2026-04-13
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
7.56%
Shares8.8K
Event2026-03-31
Filed2026-04-13
VMD
VIEMED HEALTHCARE INC
-31.06%
Shares43.5K
Event2026-03-31
Filed2026-04-13
MCK
MCKESSON CORP
5.52%
Shares459
Event2026-03-31
Filed2026-04-13
SDY
SPDR SERIES TRUST
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-13
WPM
WHEATON PRECIOUS METALS CORP
-1.08%
Shares3.0K
Event2026-03-31
Filed2026-04-13
GSLC
GOLDMAN SACHS ETF TR
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-13
XLF
SELECT SECTOR SPDR TR
-0.19%
Shares8.0K
Event2026-03-31
Filed2026-04-13
SLV
ISHARES SILVER TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-04-13
USB
US BANCORP
1.18%
Shares7.4K
Event2026-03-31
Filed2026-04-13
VBK
VANGUARD INDEX FDS
1.59%
Shares1.3K
Event2026-03-31
Filed2026-04-13
SOLV
SOLVENTUM CORP
-0.36%
Shares5.8K
Event2026-03-31
Filed2026-04-13
TDG
TRANSDIGM GROUP INC
0.00%
Shares325
Event2026-03-31
Filed2026-04-13
SBUX
STARBUCKS CORP
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-13
URI
UNITED RENTALS INC
0.00%
Shares511
Event2026-03-31
Filed2026-04-13
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares802
Event2026-03-31
Filed2026-04-13
SHEL
SHELL PLC
New
Shares4.0K
Event2026-03-31
Filed2026-04-13
UBER
UBER TECHNOLOGIES INC
-1.04%
Shares5.1K
Event2026-03-31
Filed2026-04-13
VFC
V F CORP
0.01%
Shares21.5K
Event2026-03-31
Filed2026-04-13
IFF
INTERNATIONAL FLAVORS&FRAGRA
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
IBB
ISHARES TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-13
SHV
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-13
MEDP
MEDPACE HLDGS INC
0.00%
Shares745
Event2026-03-31
Filed2026-04-13
GPIX
GOLDMAN SACHS ETF TR
53.70%
Shares7.1K
Event2026-03-31
Filed2026-04-13
GM
GENERAL MTRS CO
51.72%
Shares4.7K
Event2026-03-31
Filed2026-04-13
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
0.00%
Shares185
Event2026-03-31
Filed2026-04-13
XOP
SPDR SERIES TRUST
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
RJF
RAYMOND JAMES FINL INC
-4.14%
Shares2.3K
Event2026-03-31
Filed2026-04-13
SMTI
SANARA MEDTECH INC
76.20%
Shares19.2K
Event2026-03-31
Filed2026-04-13
WAB
WABTEC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
QUAL
ISHARES TR
0.66%
Shares1.7K
Event2026-03-31
Filed2026-04-13
SPSM
SPDR SERIES TRUST
0.00%
Shares6.7K
Event2026-03-31
Filed2026-04-13
OBDC
BLUE OWL CAPITAL CORPORATION
-91.97%
Shares27.5K
Event2026-03-31
Filed2026-04-13
VHT
VANGUARD WORLD FD
-1.14%
Shares1.1K
Event2026-03-31
Filed2026-04-13
AXS
AXIS CAP HLDGS LTD
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
BEP
BROOKFIELD RENEWABLE ENERGY
0.00%
Shares9.3K
Event2026-03-31
Filed2026-04-13
MCO
MOODYS CORP
0.00%
Shares687
Event2026-03-31
Filed2026-04-13
IXC
ISHARES TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-13
DOC
HEALTHPEAK PROPERTIES INC
0.00%
Shares17.9K
Event2026-03-31
Filed2026-04-13
CSX
CSX CORP
-3.61%
Shares7.2K
Event2026-03-31
Filed2026-04-13
CRM
SALESFORCE INC
-61.04%
Shares1.6K
Event2026-03-31
Filed2026-04-13
AVTR
AVANTOR INC
-35.52%
Shares36.0K
Event2026-03-31
Filed2026-04-13
BABA
ALIBABA GROUP HLDG LTD
0.18%
Shares2.2K
Event2026-03-31
Filed2026-04-13
PFF
ISHARES TR
-2.11%
Shares9.3K
Event2026-03-31
Filed2026-04-13
PAYC
PAYCOM SOFTWARE INC
New
Shares2.3K
Event2026-03-31
Filed2026-04-13
VLO
VALERO ENERGY CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares708
Event2026-03-31
Filed2026-04-13
A
AGILENT TECHNOLOGIES INC
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-13
IUSG
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
LNC
LINCOLN NATL CORP IND
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-13
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
XHLF
BONDBLOXX ETF TRUST
-67.11%
Shares5.0K
Event2026-03-31
Filed2026-04-13
INTU
INTUIT
0.87%
Shares579
Event2026-03-31
Filed2026-04-13
AON PLC
AON PLC
0.00%
Shares764
Event2026-03-31
Filed2026-04-13
VYM
VANGUARD WHITEHALL FDS
-1.19%
Shares1.7K
Event2026-03-31
Filed2026-04-13
JBL
JABIL INC
0.00%
Shares905
Event2026-03-31
Filed2026-04-13
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares2.7K
Event2026-03-31
Filed2026-04-13
CB
CHUBB LTD SWITZ
0.97%
Shares731
Event2026-03-31
Filed2026-04-13
VVV
VALVOLINE INC
New
Shares6.8K
Event2026-03-31
Filed2026-04-13
VV
VANGUARD INDEX FDS
0.00%
Shares761
Event2026-03-31
Filed2026-04-13
VTRS
VIATRIS INC
-6.95%
Shares16.7K
Event2026-03-31
Filed2026-04-13
SIL
GLOBAL X FDS
New
Shares2.5K
Event2026-03-31
Filed2026-04-13
ORI
OLD REP INTL CORP
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-13
KEYS
KEYSIGHT TECHNOLOGIES INC
New
Shares786
Event2026-03-31
Filed2026-04-13
APG
API GROUP CORP
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-13
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares494
Event2026-03-31
Filed2026-04-13
CTVA
CORTEVA INC
New
Shares2.6K
Event2026-03-31
Filed2026-04-13
WPC
WP CAREY INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-13
SPGI
S&P GLOBAL INC
-11.30%
Shares510
Event2026-03-31
Filed2026-04-13
PRK
PARK NATL CORP
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
IWP
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
EXP
EAGLE MATLS INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
SDVY
FIRST TR EXCHANGE TRADED FD
-4.70%
Shares5.4K
Event2026-03-31
Filed2026-04-13
XPO
XPO INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
INFU
INFUSYSTEM HLDGS INC
0.00%
Shares22.4K
Event2026-03-31
Filed2026-04-13
SCHV
SCHWAB STRATEGIC TR
0.00%
Shares6.8K
Event2026-03-31
Filed2026-04-13
IQV
IQVIA HLDGS INC
-19.88%
Shares1.2K
Event2026-03-31
Filed2026-04-13
CINF
CINCINNATI FINL CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
AORT
ARTIVION INC
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-13
TSCO
TRACTOR SUPPLY CO
-40.05%
Shares4.5K
Event2026-03-31
Filed2026-04-13
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
NXPI
NXP SEMICONDUCTORS N V
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-13
FHN
FIRST HORIZON CORPORATION
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-13
SLB
SLB LIMITED
New
Shares3.7K
Event2026-03-31
Filed2026-04-13
PSA
PUBLIC STORAGE OPER CO
New
Shares679
Event2026-03-31
Filed2026-04-13
RSPT
INVESCO EXCHANGE TRADED FD T
New
Shares4.0K
Event2026-03-31
Filed2026-04-13
RQI
COHEN & STEERS QUALITY INCOM
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-13
EOG
EOG RES INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
IJJ
ISHARES TR
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
SVV
SAVERS VALUE VLG INC
33.33%
Shares24.0K
Event2026-03-31
Filed2026-04-13
VXX
BARCLAYS BANK PLC
-50.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
EFX
EQUIFAX INC
0.00%
Shares986
Event2026-03-31
Filed2026-04-13
GIS
GENERAL MILLS INC
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-13
GILD
GILEAD SCIENCES INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
VTWO
VANGUARD SCOTTSDALE FDS
New
Shares1.8K
Event2026-03-31
Filed2026-04-13
KGS
KODIAK GAS SVCS INC
New
Shares3.0K
Event2026-03-31
Filed2026-04-13
SUN
SUNOCO LP/SUNOCO FIN CORP
New
Shares2.7K
Event2026-03-31
Filed2026-04-13
SKEENA RES LTD NEW
SKEENA RES LTD NEW
New
Shares5.8K
Event2026-03-31
Filed2026-04-13
APYX
APYX MEDICAL CORPORATION
0.00%
Shares45.5K
Event2026-03-31
Filed2026-04-13
ESGV
VANGUARD WORLD FD
-22.14%
Shares1.5K
Event2026-03-31
Filed2026-04-13
BIV
VANGUARD BD INDEX FDS
New
Shares2.2K
Event2026-03-31
Filed2026-04-13
DGX
QUEST DIAGNOSTICS INC
New
Shares815
Event2026-03-31
Filed2026-04-13
VXUS
VANGUARD STAR FDS
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
CCL
CARNIVAL CORP
New
Shares6.1K
Event2026-03-31
Filed2026-04-13
XSMO
INVESCO EXCHANGE TRADED FD T
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
VMC
VULCAN MATLS CO
New
Shares555
Event2026-03-31
Filed2026-04-13
THE CIGNA GROUP
THE CIGNA GROUP
New
Shares562
Event2026-03-31
Filed2026-04-13
ESGU
ISHARES TR
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
ORLA
ORLA MNG LTD NEW
New
Shares9.2K
Event2026-03-31
Filed2026-04-13
ITW
ILLINOIS TOOL WKS INC
-44.24%
Shares566
Event2026-03-31
Filed2026-04-13
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares2.7K
Event2026-03-31
Filed2026-04-13
FBNC
FIRST BANCORP N C
New
Shares2.6K
Event2026-03-31
Filed2026-04-13
PAYX
PAYCHEX INC
-38.82%
Shares1.6K
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
ONEQ
FIDELITY COMWLTH TR
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
FI
FISERV INC
New
Shares2.6K
Event2026-03-31
Filed2026-04-13
WOR
WORTHINGTON ENTERPRISES INC
New
Shares2.7K
Event2026-03-31
Filed2026-04-13
SPYG
SPDR SERIES TRUST
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
SNWV
SANUWAVE HEALTH INC
New
Shares8.1K
Event2026-03-31
Filed2026-04-13
XITK
SPDR SERIES TRUST
New
Shares955
Event2026-03-31
Filed2026-04-13
TDY
TELEDYNE TECHNOLOGIES INC
New
Shares230
Event2026-03-31
Filed2026-04-13
IHI
ISHARES TR
New
Shares2.6K
Event2026-03-31
Filed2026-04-13
JCI
JOHNSON CONTROLS INTERNATION
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
RFG
INVESCO EXCHANGE TRADED FD T
New
Shares2.5K
Event2026-03-31
Filed2026-04-13
CLX
CLOROX CO DEL
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
PH
PARKER-HANNIFIN CORP
New
Shares150
Event2026-03-31
Filed2026-04-13
HSY
HERSHEY CO
New
Shares645
Event2026-03-31
Filed2026-04-13
INDI
INDIE SEMICONDUCTOR INC
0.00%
Shares41.3K
Event2026-03-31
Filed2026-04-13
GSK PLC
GSK PLC
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
IXJ
ISHARES TR
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
PPTA
PERPETUA RESOURCES CORP
New
Shares4.6K
Event2026-03-31
Filed2026-04-13
GXC
SPDR INDEX SHS FDS
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
RSG
REPUBLIC SVCS INC
New
Shares587
Event2026-03-31
Filed2026-04-13
CAH
CARDINAL HEALTH INC
New
Shares600
Event2026-03-31
Filed2026-04-13
PCAR
PACCAR INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
IJS
ISHARES TR
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
ITA
ISHARES TR
New
Shares565
Event2026-03-31
Filed2026-04-13
ULTA
ULTA BEAUTY INC
-51.65%
Shares234
Event2026-03-31
Filed2026-04-13
TER
TERADYNE INC
New
Shares410
Event2026-03-31
Filed2026-04-13
WMB
WILLIAMS COS INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
TIP
ISHARES TR
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
KTB
KONTOOR BRANDS INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-13
IYW
ISHARES TR
New
Shares650
Event2026-03-31
Filed2026-04-13
IJK
ISHARES TR
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
XYLD
GLOBAL X FDS
New
Shares3.0K
Event2026-03-31
Filed2026-04-13
MGA
MAGNA INTL INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
HYG
ISHARES TR
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
EXR
EXTRA SPACE STORAGE INC
New
Shares886
Event2026-03-31
Filed2026-04-13
SHOP
SHOPIFY INC
New
Shares974
Event2026-03-31
Filed2026-04-13
MSI
MOTOROLA SOLUTIONS INC
New
Shares265
Event2026-03-31
Filed2026-04-13
QYLD
GLOBAL X FDS
New
Shares6.7K
Event2026-03-31
Filed2026-04-13
QQQM
INVESCO EXCH TRADED FD TR II
-48.45%
Shares482
Event2026-03-31
Filed2026-04-13
SOXX
ISHARES TR
New
Shares348
Event2026-03-31
Filed2026-04-13
AKAM
AKAMAI TECHNOLOGIES INC
New
Shares994
Event2026-03-31
Filed2026-04-13
MET
METLIFE INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
SWKS
SKYWORKS SOLUTIONS INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
CDNS
CADENCE DESIGN SYSTEM INC
New
Shares404
Event2026-03-31
Filed2026-04-13
HIW
HIGHWOODS PPTYS INC
New
Shares5.2K
Event2026-03-31
Filed2026-04-13
MLI
MUELLER INDS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
EMQQ
EXCHANGE TRADED CONCEPTS TRU
New
Shares3.3K
Event2026-03-31
Filed2026-04-13
DHR
DANAHER CORP DEL
New
Shares572
Event2026-03-31
Filed2026-04-13
IYH
ISHARES TR
New
Shares1.8K
Event2026-03-31
Filed2026-04-13
CHDN
CHURCHILL DOWNS INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-13
NFG
NATIONAL FUEL GAS CO
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
BIIB
BIOGEN INC
New
Shares566
Event2026-03-31
Filed2026-04-13
DECK
DECKERS OUTDOOR CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
FBIN
FORTUNE BRANDS INNOVATIONS I
New
Shares2.6K
Event2026-03-31
Filed2026-04-13
DOW
DOW HLDGS INC
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
ORLY
OREILLY AUTOMOTIVE INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
O
REALTY INCOME CORP
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
VTWG
VANGUARD SCOTTSDALE FDS
New
Shares424
Event2026-03-31
Filed2026-04-13
BND
VANGUARD BD INDEX FDS
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
OGE
OGE ENERGY CORP
New
Shares2.0K
Event2026-03-31
Filed2026-04-13
VFQY
VANGUARD WELLINGTON FD
New
Shares634
Event2026-03-31
Filed2026-04-13
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
MFC
MANULIFE FINL CORP
New
Shares2.7K
Event2026-03-31
Filed2026-04-13
RF
REGIONS FINANCIAL CORP NEW
New
Shares3.5K
Event2026-03-31
Filed2026-04-13
FANG
DIAMONDBACK ENERGY INC
New
Shares469
Event2026-03-31
Filed2026-04-13
NVT
NVENT ELEC PLC
New
Shares782
Event2026-03-31
Filed2026-04-13
EBAY
EBAY INC.
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
FLS
FLOWSERVE CORP
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
EIX
EDISON INTL
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
ODFL
OLD DOMINION FREIGHT LINE IN
New
Shares470
Event2026-03-31
Filed2026-04-13
HLN
HALEON PLC
New
Shares9.1K
Event2026-03-31
Filed2026-04-13
MTA
METALLA RTY & STREAMING LTD
New
Shares13.8K
Event2026-03-31
Filed2026-04-13
DWSN
DAWSON GEOPHYSICAL CO NEW
-66.29%
Shares26.2K
Event2026-03-31
Filed2026-04-13
CTRA
COTERRA ENERGY INC
New
Shares2.6K
Event2026-03-31
Filed2026-04-13
F
FORD MTR CO
New
Shares7.9K
Event2026-03-31
Filed2026-04-13
JHMD
JOHN HANCOCK EXCHANGE TRADED
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
TOL
TOLL BROTHERS INC
New
Shares650
Event2026-03-31
Filed2026-04-13
BLACKROCK INC
BLACKROCK INC
New
Shares92
Event2026-03-31
Filed2026-04-13
GBTC
GRAYSCALE BITCOIN TRUST ETF
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
CASS
CASS INFORMATION SYS INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-13
RSPN
INVESCO EXCHANGE TRADED FD T
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
HDV
ISHARES TR
New
Shares633
Event2026-03-31
Filed2026-04-13
CASY
CASEYS GEN STORES INC
New
Shares118
Event2026-03-31
Filed2026-04-13
FCX
FREEPORT MCMORAN INC
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
FTEC
FIDELITY COVINGTON TRUST
New
Shares410
Event2026-03-31
Filed2026-04-13
DFIC
DIMENSIONAL ETF TRUST
New
Shares2.4K
Event2026-03-31
Filed2026-04-13
FOXA
FOX CORP
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
WS
WORTHINGTON STL INC
New
Shares2.7K
Event2026-03-31
Filed2026-04-13
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares947
Event2026-03-31
Filed2026-04-13
XLI
SELECT SECTOR SPDR TR
New
Shares500
Event2026-03-31
Filed2026-04-13
JEPI
J P MORGAN EXCHANGE TRADED F
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
RKT
ROCKET COS INC
New
Shares5.5K
Event2026-03-31
Filed2026-04-13
BLDR
BUILDERS FIRSTSOURCE INC
New
Shares950
Event2026-03-31
Filed2026-04-13
VBR
VANGUARD INDEX FDS
New
Shares357
Event2026-03-31
Filed2026-04-13
XEL
XCEL ENERGY INC
New
Shares933
Event2026-03-31
Filed2026-04-13
VKTX
VIKING THERAPEUTICS INC
New
Shares2.3K
Event2026-03-31
Filed2026-04-13
IWY
ISHARES TR
New
Shares299
Event2026-03-31
Filed2026-04-13
FAST
FASTENAL CO
New
Shares1.6K
Event2026-03-31
Filed2026-04-13
VDC
VANGUARD WORLD FD
New
Shares327
Event2026-03-31
Filed2026-04-13
INCY
INCYTE CORP
New
Shares779
Event2026-03-31
Filed2026-04-13
ENVX
ENOVIX CORPORATION
0.00%
Shares14.0K
Event2026-03-31
Filed2026-04-13
SPTM
SPDR SERIES TRUST
New
Shares905
Event2026-03-31
Filed2026-04-13
RDVY
FIRST TR EXCHANGE TRADED FD
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
IJT
ISHARES TR
New
Shares486
Event2026-03-31
Filed2026-04-13
ALPS ETF TR
ALPS ETF TR
New
Shares1.3K
Event2026-03-31
Filed2026-04-13
PKG
PACKAGING CORP AMER
New
Shares327
Event2026-03-31
Filed2026-04-13
ZTS
ZOETIS INC
New
Shares586
Event2026-03-31
Filed2026-04-13
BKR
BAKER HUGHES COMPANY
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
FTLS
FIRST TR EXCH TRADED FD III
New
Shares971
Event2026-03-31
Filed2026-04-13
CFG
CITIZENS FINL GROUP INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-13
RVT
ROYCE SMALL CAP TRUST INC
New
Shares4.0K
Event2026-03-31
Filed2026-04-13
SMH
VANECK ETF TRUST
New
Shares175
Event2026-03-31
Filed2026-04-13
DERM
JOURNEY MED CORP
0.00%
Shares14.3K
Event2026-03-31
Filed2026-04-13
IYT
ISHARES TR
New
Shares888
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available