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


Currently, Scarborough Advisors, LLC holds 761 types of securities in its portfolio with a total value $913.6M. In the most recent quarter, they have increased their positions in SCHX (+2.4M shares, valued at $60.5M), IGIB (+703.5K shares, valued at $37.4M), CORO (+907.9K shares, valued at $29.2M); decreased their positions in IEMG (-381.1K shares, valued at $26.6M), SPYV (-190.2K shares, valued at $10.8M), QUAL (-35.9K shares, valued at $6.9M); initiated new positions in SCHX (+2.4M shares, valued at $60.5M), IGIB (+703.5K shares, valued at $37.4M), CORO (+907.9K shares, valued at $29.2M).


1M P&L
+36.9M+4.02%
3M P&L
+45.9M+5.04%
HY P&L
+72.9M+8.26%

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/A823.8M
94.0%
2Software - Infrastructure9.2M
1.1%
3Aerospace & Defense6.0M
0.7%

Top Industries by Stock Count

1N/A261 stocks
36.8%
2Software - Application19 stocks
2.7%
3Utilities - Regulated Electric17 stocks
2.4%
Stock Holdings
SCHX
SCHWAB STRATEGIC TR
New
Shares2.4M
Event2026-03-31
Filed2026-05-07
QQQM
INVESCO EXCH TRADED FD TR II
-8.41%
Shares213.7K
Event2026-03-31
Filed2026-05-07
DYNF
BLACKROCK ETF TRUST
-10.48%
Shares665.3K
Event2026-03-31
Filed2026-05-07
IGIB
ISHARES TR
New
Shares703.5K
Event2026-03-31
Filed2026-05-07
RWL
INVESCO EXCH TRADED FD TR II
9.63%
Shares264.7K
Event2026-03-31
Filed2026-05-07
CORO
BLACKROCK ETF TRUST
New
Shares907.9K
Event2026-03-31
Filed2026-05-07
SPYM
SPDR SERIES TRUST
-9.04%
Shares363.1K
Event2026-03-31
Filed2026-05-07
SPYV
SPDR SERIES TRUST
-29.25%
Shares460.2K
Event2026-03-31
Filed2026-05-07
QUAL
ISHARES TR
-21.69%
Shares129.7K
Event2026-03-31
Filed2026-05-07
FTCS
FIRST TR EXCHANGE-TRADED FD
1.97%
Shares261.1K
Event2026-03-31
Filed2026-05-07
TLT
ISHARES TR
New
Shares276.3K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
VANGUARD INDEX FDS
New
Shares37.3K
Event2026-03-31
Filed2026-05-07
RECS
COLUMBIA ETF TR I
0.42%
Shares538.2K
Event2026-03-31
Filed2026-05-07
BAI
BLACKROCK ETF TRUST
22.98%
Shares627.6K
Event2026-03-31
Filed2026-05-07
IVE
ISHARES TR
New
Shares91.5K
Event2026-03-31
Filed2026-05-07
THRO
BLACKROCK ETF TRUST
-1.53%
Shares490.4K
Event2026-03-31
Filed2026-05-07
IEMG
ISHARES INC
-60.89%
Shares244.8K
Event2026-03-31
Filed2026-05-07
IVW
ISHARES TR
New
Shares146.6K
Event2026-03-31
Filed2026-05-07
MTUM
ISHARES TR
-9.90%
Shares67.0K
Event2026-03-31
Filed2026-05-07
RDVY
FIRST TR EXCHANGE TRADED FD
16.68%
Shares227.3K
Event2026-03-31
Filed2026-05-07
AVEM
AMERICAN CENTY ETF TR
219203.66%
Shares179.8K
Event2026-03-31
Filed2026-05-07
GOVI
INVESCO EXCH TRADED FD TR II
-21.92%
Shares516.4K
Event2026-03-31
Filed2026-05-07
JAAA
JANUS DETROIT STR TR
2.39%
Shares271.5K
Event2026-03-31
Filed2026-05-07
GLD
SPDR GOLD TR
-10.53%
Shares31.3K
Event2026-03-31
Filed2026-05-07
IEFA
ISHARES TR
9.89%
Shares145.9K
Event2026-03-31
Filed2026-05-07
SPYG
SPDR SERIES TRUST
5964.08%
Shares132.0K
Event2026-03-31
Filed2026-05-07
BLCR
BLACKROCK ETF TRUST
New
Shares309.6K
Event2026-03-31
Filed2026-05-07
BNDX
VANGUARD CHARLOTTE FDS
890.01%
Shares260.4K
Event2026-03-31
Filed2026-05-07
DBMF
LITMAN GREGORY FDS TR
-0.59%
Shares343.6K
Event2026-03-31
Filed2026-05-07
SHLD
GLOBAL X FDS
59.94%
Shares145.4K
Event2026-03-31
Filed2026-05-07
VTI
VANGUARD INDEX FDS
New
Shares31.3K
Event2026-03-31
Filed2026-05-07
SCHR
SCHWAB STRATEGIC TR
New
Shares388.8K
Event2026-03-31
Filed2026-05-07
SPTL
SPDR SERIES TRUST
-0.72%
Shares332.8K
Event2026-03-31
Filed2026-05-07
MBB
ISHARES TR
New
Shares89.0K
Event2026-03-31
Filed2026-05-07
MSFT
MICROSOFT CORP
New
Shares22.4K
Event2026-03-31
Filed2026-05-07
XLE
SELECT SECTOR SPDR TR
1.17%
Shares134.2K
Event2026-03-31
Filed2026-05-07
JPST
J P MORGAN EXCHANGE TRADED F
20.03%
Shares158.5K
Event2026-03-31
Filed2026-05-07
SCHM
SCHWAB STRATEGIC TR
New
Shares250.8K
Event2026-03-31
Filed2026-05-07
ACWX
ISHARES TR
New
Shares112.3K
Event2026-03-31
Filed2026-05-07
IJH
ISHARES TR
New
Shares111.3K
Event2026-03-31
Filed2026-05-07
GOVT
ISHARES TR
New
Shares326.2K
Event2026-03-31
Filed2026-05-07
FALN
ISHARES TR
2.13%
Shares273.7K
Event2026-03-31
Filed2026-05-07
JMEE
J P MORGAN EXCHANGE TRADED F
0.46%
Shares100.0K
Event2026-03-31
Filed2026-05-07
BINC
BLACKROCK ETF TRUST II
-31.28%
Shares124.1K
Event2026-03-31
Filed2026-05-07
BIL
SPDR SERIES TRUST
165.04%
Shares64.6K
Event2026-03-31
Filed2026-05-07
XTEN
BONDBLOXX ETF TRUST
47072.25%
Shares107.1K
Event2026-03-31
Filed2026-05-07
DVY
ISHARES TR
New
Shares30.6K
Event2026-03-31
Filed2026-05-07
SPMO
INVESCO EXCH TRADED FD TR II
63136.51%
Shares39.8K
Event2026-03-31
Filed2026-05-07
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
New
Shares88.2K
Event2026-03-31
Filed2026-05-07
NVDA
NVIDIA CORPORATION
7.87%
Shares23.6K
Event2026-03-31
Filed2026-05-07
FLOT
ISHARES TR
-1.28%
Shares80.4K
Event2026-03-31
Filed2026-05-07
LMT
LOCKHEED MARTIN CORP
New
Shares6.6K
Event2026-03-31
Filed2026-05-07
AAPL
APPLE INC
-0.79%
Shares15.5K
Event2026-03-31
Filed2026-05-07
IDEF
BLACKROCK ETF TRUST
New
Shares100.6K
Event2026-03-31
Filed2026-05-07
JPM
JPMORGAN CHASE & CO
1.21%
Shares11.1K
Event2026-03-31
Filed2026-05-07
IAGG
ISHARES TR
-14.11%
Shares57.4K
Event2026-03-31
Filed2026-05-07
BTT
BLACKROCK MUN TARGET TERM TR
0.38%
Shares120.6K
Event2026-03-31
Filed2026-05-07
AMZN
AMAZON COM INC
0.48%
Shares12.2K
Event2026-03-31
Filed2026-05-07
PG
PROCTER & GAMBLE CO
New
Shares17.5K
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares27.9K
Event2026-03-31
Filed2026-05-07
MINT
PIMCO ETF TR
18.68%
Shares21.3K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
INVESCO QQQ TR
4.80%
Shares3.5K
Event2026-03-31
Filed2026-05-07
TLH
ISHARES TR
New
Shares19.8K
Event2026-03-31
Filed2026-05-07
EUAD
SPINNAKER ETF SERIES
-4.69%
Shares45.8K
Event2026-03-31
Filed2026-05-07
FPE
FIRST TR EXCH TRADED FD III
New
Shares100.9K
Event2026-03-31
Filed2026-05-07
MYI
BLACKROCK MUNIYIELD QUALITY
168.83%
Shares169.4K
Event2026-03-31
Filed2026-05-07
EFV
ISHARES TR
New
Shares23.4K
Event2026-03-31
Filed2026-05-07
XCEM
COLUMBIA ETF TR II
3.16%
Shares40.2K
Event2026-03-31
Filed2026-05-07
DHR
DANAHER CORP DEL
New
Shares8.3K
Event2026-03-31
Filed2026-05-07
RTX
RTX CORPORATION
1.90%
Shares7.7K
Event2026-03-31
Filed2026-05-07
FTSM
FIRST TR EXCHANGE-TRADED FD
-1.67%
Shares24.7K
Event2026-03-31
Filed2026-05-07
FLRT
PACER FDS TR
1.51%
Shares28.6K
Event2026-03-31
Filed2026-05-07
T
AT&T INC
17.16%
Shares42.5K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
ALPHABET INC
-0.54%
Shares4.1K
Event2026-03-31
Filed2026-05-07
GRID
FIRST TR EXCHANGE-TRADED FD
-5.60%
Shares7.0K
Event2026-03-31
Filed2026-05-07
VUG
VANGUARD INDEX FDS
New
Shares2.6K
Event2026-03-31
Filed2026-05-07
IAUM
ISHARES GOLD TR
-72.80%
Shares24.3K
Event2026-03-31
Filed2026-05-07
ETFS GOLD TR
ETFS GOLD TR
26775.27%
Shares25.0K
Event2026-03-31
Filed2026-05-07
XAR
SPDR SERIES TRUST
455.97%
Shares4.3K
Event2026-03-31
Filed2026-05-07
SCHA
SCHWAB STRATEGIC TR
New
Shares36.0K
Event2026-03-31
Filed2026-05-07
EMXC
ISHARES INC
-5.96%
Shares12.8K
Event2026-03-31
Filed2026-05-07
SYSB
ISHARES TR
-69.07%
Shares9.4K
Event2026-03-31
Filed2026-05-07
WMT
WALMART INC
New
Shares6.7K
Event2026-03-31
Filed2026-05-07
MHD
BLACKROCK MUNIHOLDINGS FD IN
90.17%
Shares73.8K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
7.54%
Shares1.7K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
ALPHABET INC
1.22%
Shares2.6K
Event2026-03-31
Filed2026-05-07
PULS
PGIM ETF TR
-19.36%
Shares14.8K
Event2026-03-31
Filed2026-05-07
COST
COSTCO WHOLESALE CORPORATION
-0.54%
Shares735
Event2026-03-31
Filed2026-05-07
SCHZ
SCHWAB STRATEGIC TR
New
Shares31.0K
Event2026-03-31
Filed2026-05-07
EFG
ISHARES TR
New
Shares6.3K
Event2026-03-31
Filed2026-05-07
LLY
ELI LILLY & CO
New
Shares733
Event2026-03-31
Filed2026-05-07
ICVT
ISHARES TR
-6.71%
Shares6.4K
Event2026-03-31
Filed2026-05-07
IUSB
ISHARES TR
-17.08%
Shares13.2K
Event2026-03-31
Filed2026-05-07
GM
GENERAL MTRS CO
0.83%
Shares8.1K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
BROADCOM INC
-7.82%
Shares1.9K
Event2026-03-31
Filed2026-05-07
PLTR
PALANTIR TECHNOLOGIES INC
4.21%
Shares4.0K
Event2026-03-31
Filed2026-05-07
AMGN
AMGEN INC
-6.82%
Shares1.6K
Event2026-03-31
Filed2026-05-07
TSLA
TESLA INC
4.82%
Shares1.5K
Event2026-03-31
Filed2026-05-07
VYM
VANGUARD WHITEHALL FDS
New
Shares3.8K
Event2026-03-31
Filed2026-05-07
FLGV
FRANKLIN TEMPLETON ETF TR
New
Shares27.2K
Event2026-03-31
Filed2026-05-07
HD
HOME DEPOT INC
New
Shares1.7K
Event2026-03-31
Filed2026-05-07
VGLT
VANGUARD SCOTTSDALE FDS
-8.91%
Shares9.8K
Event2026-03-31
Filed2026-05-07
SGOV
ISHARES TR
0.47%
Shares5.2K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
GE AEROSPACE
New
Shares1.8K
Event2026-03-31
Filed2026-05-07
IYW
ISHARES TR
New
Shares2.6K
Event2026-03-31
Filed2026-05-07
ESGU
ISHARES TR
94.27%
Shares3.3K
Event2026-03-31
Filed2026-05-07
SLV
ISHARES SILVER TR
-85.98%
Shares6.8K
Event2026-03-31
Filed2026-05-07
MPC
MARATHON PETE CORP
0.33%
Shares1.8K
Event2026-03-31
Filed2026-05-07
PEG
PUBLIC SVC ENTERPRISE GROUP
New
Shares5.4K
Event2026-03-31
Filed2026-05-07
V
VISA INC
0.82%
Shares1.4K
Event2026-03-31
Filed2026-05-07
ABBV
ABBVIE INC
4.50%
Shares1.8K
Event2026-03-31
Filed2026-05-07
MDY
STATE STR SPDR S&P MIDCAP 40
-3.01%
Shares580
Event2026-03-31
Filed2026-05-07
JQUA
J P MORGAN EXCHANGE TRADED F
-11.73%
Shares5.8K
Event2026-03-31
Filed2026-05-07
BA
BOEING CO
142.72%
Shares1.8K
Event2026-03-31
Filed2026-05-07
SPMD
SPDR SERIES TRUST
0.19%
Shares5.8K
Event2026-03-31
Filed2026-05-07
IWF
ISHARES TR
New
Shares803
Event2026-03-31
Filed2026-05-07
BUFC
AB ACTIVE ETFS INC
-15.19%
Shares8.3K
Event2026-03-31
Filed2026-05-07
XOM
EXXON MOBIL CORP
7.93%
Shares2.0K
Event2026-03-31
Filed2026-05-07
FTI
TECHNIPFMC PLC
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares979
Event2026-03-31
Filed2026-05-07
FBND
FIDELITY MERRIMACK STR TR
New
Shares6.7K
Event2026-03-31
Filed2026-05-07
COP
CONOCOPHILLIPS
-1.63%
Shares2.2K
Event2026-03-31
Filed2026-05-07
MMD
NYLI MACKAY DEFINEDTERM MUNI
0.00%
Shares19.5K
Event2026-03-31
Filed2026-05-07
IFRA
ISHARES TR
1.12%
Shares5.0K
Event2026-03-31
Filed2026-05-07
ONEV
SPDR SERIES TRUST
-1.74%
Shares2.1K
Event2026-03-31
Filed2026-05-07
ITA
ISHARES TR
New
Shares1.2K
Event2026-03-31
Filed2026-05-07
IBM
INTERNATIONAL BUSINESS MACHS
New
Shares1.1K
Event2026-03-31
Filed2026-05-07
EMB
ISHARES TR
New
Shares2.7K
Event2026-03-31
Filed2026-05-07
F
FORD MTR CO
New
Shares21.2K
Event2026-03-31
Filed2026-05-07
JNJ
JOHNSON & JOHNSON
New
Shares985
Event2026-03-31
Filed2026-05-07
META
META PLATFORMS INC
-4.76%
Shares420
Event2026-03-31
Filed2026-05-07
VLTO
VERALTO CORP
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-07
FTV
FORTIVE CORP
-1.10%
Shares4.3K
Event2026-03-31
Filed2026-05-07
BAC
BANK AMERICA CORP
2.12%
Shares4.8K
Event2026-03-31
Filed2026-05-07
PFE
PFIZER INC
New
Shares8.2K
Event2026-03-31
Filed2026-05-07
CVX
CHEVRON CORPORATION
New
Shares1.1K
Event2026-03-31
Filed2026-05-07
OEF
ISHARES TR
New
Shares684
Event2026-03-31
Filed2026-05-07
GEV
GE VERNOVA INC
111.97%
Shares248
Event2026-03-31
Filed2026-05-07
XMMO
INVESCO EXCHANGE TRADED FD T
-8.05%
Shares1.5K
Event2026-03-31
Filed2026-05-07
PSX
PHILLIPS 66
New
Shares1.1K
Event2026-03-31
Filed2026-05-07
IUSV
ISHARES TR
New
Shares2.0K
Event2026-03-31
Filed2026-05-07
CAT
CATERPILLAR INC
New
Shares284
Event2026-03-31
Filed2026-05-07
PRU
PRUDENTIAL FINL INC
New
Shares2.0K
Event2026-03-31
Filed2026-05-07
USFD
US FOODS HLDG CORP
New
Shares2.1K
Event2026-03-31
Filed2026-05-07
SPY
STATE STR SPDR S&P 500 ETF T
6.36%
Shares301
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-10.95%
Shares1.5K
Event2026-03-31
Filed2026-05-07
INTU
INTUIT
New
Shares423
Event2026-03-31
Filed2026-05-07
BKH
BLACK HILLS CORP
0.97%
Shares2.6K
Event2026-03-31
Filed2026-05-07
ACWI
ISHARES TR
New
Shares1.2K
Event2026-03-31
Filed2026-05-07
IREN
IREN LIMITED
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-07
FIXD
FIRST TR EXCHNG TRADED FD VI
-25.22%
Shares3.9K
Event2026-03-31
Filed2026-05-07
ESGV
VANGUARD WORLD FD
New
Shares1.5K
Event2026-03-31
Filed2026-05-07
DGRW
WISDOMTREE TR
-1.75%
Shares1.9K
Event2026-03-31
Filed2026-05-07
VZ
VERIZON COMMUNICATIONS INC
41.13%
Shares3.2K
Event2026-03-31
Filed2026-05-07
WBD
WARNER BROS DISCOVERY INC
New
Shares5.9K
Event2026-03-31
Filed2026-05-07
AMD
ADVANCED MICRO DEVICES INC
9.15%
Shares775
Event2026-03-31
Filed2026-05-07
AHR
AMERICAN HEALTHCARE REIT INC
New
Shares3.3K
Event2026-03-31
Filed2026-05-07
MSTR
STRATEGY INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-07
DIS
DISNEY WALT CO
New
Shares1.5K
Event2026-03-31
Filed2026-05-07
DBEM
DBX ETF TR
New
Shares4.2K
Event2026-03-31
Filed2026-05-07
VO
VANGUARD INDEX FDS
New
Shares493
Event2026-03-31
Filed2026-05-07
IVV
ISHARES TR
New
Shares216
Event2026-03-31
Filed2026-05-07
XLC
SELECT SECTOR SPDR TR
-1.87%
Shares1.3K
Event2026-03-31
Filed2026-05-07
YUM
YUM BRANDS INC
New
Shares886
Event2026-03-31
Filed2026-05-07
HASI
HA SUSTAINABLE INFRA CAP INC
127.11%
Shares3.7K
Event2026-03-31
Filed2026-05-07
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares155
Event2026-03-31
Filed2026-05-07
DTE
DTE ENERGY CO
New
Shares885
Event2026-03-31
Filed2026-05-07
TMO
THERMO FISHER SCIENTIFIC INC
New
Shares263
Event2026-03-31
Filed2026-05-07
CRWD
CROWDSTRIKE HLDGS INC
-0.90%
Shares330
Event2026-03-31
Filed2026-05-07
SCHB
SCHWAB STRATEGIC TR
New
Shares5.1K
Event2026-03-31
Filed2026-05-07
CL
COLGATE PALMOLIVE CO
New
Shares1.5K
Event2026-03-31
Filed2026-05-07
SEIX
VIRTUS ETF TR II
0.89%
Shares5.4K
Event2026-03-31
Filed2026-05-07
ABT
ABBOTT LABORATORIES
0.33%
Shares1.2K
Event2026-03-31
Filed2026-05-07
PTF
INVESCO EXCHANGE TRADED FD T
-19.93%
Shares1.4K
Event2026-03-31
Filed2026-05-07
MOAT
VANECK ETF TRUST
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
AVUV
AMERICAN CENTY ETF TR
0.20%
Shares1.0K
Event2026-03-31
Filed2026-05-07
SCHQ
SCHWAB STRATEGIC TR
New
Shares3.5K
Event2026-03-31
Filed2026-05-07
IWP
ISHARES TR
New
Shares852
Event2026-03-31
Filed2026-05-07
BMY
BRISTOL-MYERS SQUIBB CO
New
Shares1.8K
Event2026-03-31
Filed2026-05-07
IOO
ISHARES TR
New
Shares885
Event2026-03-31
Filed2026-05-07
MCD
MCDONALDS CORP
New
Shares344
Event2026-03-31
Filed2026-05-07
EELV
INVESCO EXCH TRADED FD TR II
-0.97%
Shares3.8K
Event2026-03-31
Filed2026-05-07
MS
MORGAN STANLEY
New
Shares630
Event2026-03-31
Filed2026-05-07
IYF
ISHARES TR
New
Shares879
Event2026-03-31
Filed2026-05-07
DSI
ISHARES TR
New
Shares850
Event2026-03-31
Filed2026-05-07
IDMO
INVESCO EXCH TRADED FD TR II
0.49%
Shares1.9K
Event2026-03-31
Filed2026-05-07
AUB
ATLANTIC UN BANKSHARES CORP
0.81%
Shares2.9K
Event2026-03-31
Filed2026-05-07
PANW
PALO ALTO NETWORKS INC
New
Shares627
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
MERCK & CO INC
5.87%
Shares812
Event2026-03-31
Filed2026-05-07
MO
ALTRIA GROUP INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-07
CSCO
CISCO SYS INC
-10.76%
Shares1.2K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
EATON CORP PLC
-0.76%
Shares262
Event2026-03-31
Filed2026-05-07
WDFC
WD 40 CO
New
Shares450
Event2026-03-31
Filed2026-05-07
NEE
NEXTERA ENERGY INC
45.73%
Shares972
Event2026-03-31
Filed2026-05-07
KMI
KINDER MORGAN INC DEL
0.67%
Shares2.7K
Event2026-03-31
Filed2026-05-07
MMM
3M CO
0.00%
Shares608
Event2026-03-31
Filed2026-05-07
EAGG
ISHARES TR
17.86%
Shares1.8K
Event2026-03-31
Filed2026-05-07
VEU
VANGUARD INTL EQUITY INDEX F
New
Shares1.1K
Event2026-03-31
Filed2026-05-07
AEE
AMEREN CORP
0.67%
Shares750
Event2026-03-31
Filed2026-05-07
CMCSA
COMCAST CORP NEW
0.43%
Shares2.8K
Event2026-03-31
Filed2026-05-07
PAA
PLAINS ALL AMERN PIPELINE L
New
Shares3.6K
Event2026-03-31
Filed2026-05-07
SPGP
INVESCO EXCHANGE TRADED FD T
-46.82%
Shares744
Event2026-03-31
Filed2026-05-07
IJR
ISHARES TR
New
Shares621
Event2026-03-31
Filed2026-05-07
ADX
ADAMS DIVERSIFIED EQUITY FD
2.04%
Shares3.5K
Event2026-03-31
Filed2026-05-07
SCHD
SCHWAB STRATEGIC TR
New
Shares2.4K
Event2026-03-31
Filed2026-05-07
BUFR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-07
MELI
MERCADOLIBRE INC
33.33%
Shares40
Event2026-03-31
Filed2026-05-07
O
REALTY INCOME CORP
New
Shares1.1K
Event2026-03-31
Filed2026-05-07
WM
WASTE MGMT INC DEL
11.15%
Shares299
Event2026-03-31
Filed2026-05-07
PSA
PUBLIC STORAGE OPER CO
1.21%
Shares251
Event2026-03-31
Filed2026-05-07
ESGE
ISHARES INC
-3.42%
Shares1.4K
Event2026-03-31
Filed2026-05-07
CWEN
CLEARWAY ENERGY INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-07
SCHF
SCHWAB STRATEGIC TR
New
Shares2.6K
Event2026-03-31
Filed2026-05-07
ESGD
ISHARES TR
109.63%
Shares675
Event2026-03-31
Filed2026-05-07
YUMC
YUM CHINA HLDGS INC
-3.28%
Shares1.3K
Event2026-03-31
Filed2026-05-07
PEP
PEPSICO INC
New
Shares407
Event2026-03-31
Filed2026-05-07
SHOP
SHOPIFY INC
23.26%
Shares530
Event2026-03-31
Filed2026-05-07
IWD
ISHARES TR
New
Shares288
Event2026-03-31
Filed2026-05-07
ET
ENERGY TRANSFER L P
0.66%
Shares3.2K
Event2026-03-31
Filed2026-05-07
JMBS
JANUS DETROIT STR TR
0.90%
Shares1.4K
Event2026-03-31
Filed2026-05-07
NFLX
NETFLIX INC.
-8.30%
Shares630
Event2026-03-31
Filed2026-05-07
LOW
LOWES COS INC
New
Shares247
Event2026-03-31
Filed2026-05-07
OUNZ
VANECK MERK GOLD ETF
New
Shares1.3K
Event2026-03-31
Filed2026-05-07
USB
US BANCORP
New
Shares1.1K
Event2026-03-31
Filed2026-05-07
VNT
VONTIER CORPORATION
New
Shares1.6K
Event2026-03-31
Filed2026-05-07
SCHY
SCHWAB STRATEGIC TR
New
Shares1.8K
Event2026-03-31
Filed2026-05-07
XLF
SELECT SECTOR SPDR TR
0.43%
Shares1.2K
Event2026-03-31
Filed2026-05-07
PM
PHILIP MORRIS INTL INC
New
Shares346
Event2026-03-31
Filed2026-05-07
LNG
CHENIERE ENERGY INC
-9.91%
Shares200
Event2026-03-31
Filed2026-05-07
IQLT
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
XLK
SELECT SECTOR SPDR TR
-18.77%
Shares424
Event2026-03-31
Filed2026-05-07
RAL
RALLIANT CORP
New
Shares1.4K
Event2026-03-31
Filed2026-05-07
ECL
ECOLAB INC
New
Shares211
Event2026-03-31
Filed2026-05-07
DTM
DT MIDSTREAM INC
0.73%
Shares416
Event2026-03-31
Filed2026-05-07
KO
COCA COLA CO
New
Shares733
Event2026-03-31
Filed2026-05-07
RCL
ROYAL CARIBBEAN GROUP
0.50%
Shares202
Event2026-03-31
Filed2026-05-07
UPS
UNITED PARCEL SVCS INC
New
Shares560
Event2026-03-31
Filed2026-05-07
AUSF
GLOBAL X FDS
2.45%
Shares1.1K
Event2026-03-31
Filed2026-05-07
CB
CHUBB LTD SWITZ
0.00%
Shares167
Event2026-03-31
Filed2026-05-07
ORCL
ORACLE CORP
0.00%
Shares369
Event2026-03-31
Filed2026-05-07
CAVA
CAVA GROUP INC
New
Shares670
Event2026-03-31
Filed2026-05-07
FNDX
SCHWAB STRATEGIC TR
New
Shares1.9K
Event2026-03-31
Filed2026-05-07
EDIV
SPDR INDEX SHS FDS
0.82%
Shares1.4K
Event2026-03-31
Filed2026-05-07
SCHG
SCHWAB STRATEGIC TR
New
Shares1.8K
Event2026-03-31
Filed2026-05-07
ARKQ
ARK ETF TR
5.65%
Shares449
Event2026-03-31
Filed2026-05-07
SPGM
SPDR INDEX SHS FDS
0.00%
Shares659
Event2026-03-31
Filed2026-05-07
SIVR
ABRDN SILVER ETF TRUST
-98.59%
Shares691
Event2026-03-31
Filed2026-05-07
AXP
AMERICAN EXPRESS CO
0.00%
Shares154
Event2026-03-31
Filed2026-05-07
MU
MICRON TECHNOLOGY INC
New
Shares134
Event2026-03-31
Filed2026-05-07
CMI
CUMMINS INC
New
Shares80
Event2026-03-31
Filed2026-05-07
ISRG
INTUITIVE SURGICAL INC
69.09%
Shares93
Event2026-03-31
Filed2026-05-07
TMFG
RBB FD INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-07
PL
PLANET LABS PBC
-6.91%
Shares1.5K
Event2026-03-31
Filed2026-05-07
NOC
NORTHROP GRUMMAN CORP
New
Shares62
Event2026-03-31
Filed2026-05-07
STIP
ISHARES TR
-71.02%
Shares404
Event2026-03-31
Filed2026-05-07
VFH
VANGUARD WORLD FD
0.29%
Shares343
Event2026-03-31
Filed2026-05-07
PHYS
SPROTT ASSET MANAGEMENT LP
2202.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
UNH
UNITEDHEALTH GROUP INC
-1.34%
Shares147
Event2026-03-31
Filed2026-05-07
VEA
VANGUARD TAX-MANAGED FDS
New
Shares620
Event2026-03-31
Filed2026-05-07
IXC
ISHARES TR
New
Shares687
Event2026-03-31
Filed2026-05-07
VB
VANGUARD INDEX FDS
New
Shares151
Event2026-03-31
Filed2026-05-07
QS
QUANTUMSCAPE CORP
0.02%
Shares6.1K
Event2026-03-31
Filed2026-05-07
D
DOMINION ENERGY INC
8.96%
Shares620
Event2026-03-31
Filed2026-05-07
IWR
ISHARES TR
New
Shares388
Event2026-03-31
Filed2026-05-07
MMC
MARSH & MCLENNAN COS INC
New
Shares217
Event2026-03-31
Filed2026-05-07
IWM
ISHARES TR
New
Shares150
Event2026-03-31
Filed2026-05-07
TFLO
ISHARES TR
0.41%
Shares729
Event2026-03-31
Filed2026-05-07
WFC
WELLS FARGO & CO
New
Shares457
Event2026-03-31
Filed2026-05-07
FDX
FEDEX CORP
0.00%
Shares99
Event2026-03-31
Filed2026-05-07
GILD
GILEAD SCIENCES INC
New
Shares253
Event2026-03-31
Filed2026-05-07
FXF
INVESCO CURRENCYSHARES SWISS
0.00%
Shares315
Event2026-03-31
Filed2026-05-07
MA
MASTERCARD INCORPORATED
-24.73%
Shares70
Event2026-03-31
Filed2026-05-07
GIS
GENERAL MILLS INC
New
Shares924
Event2026-03-31
Filed2026-05-07
HON
HONEYWELL INTL INC
New
Shares152
Event2026-03-31
Filed2026-05-07
VDE
VANGUARD WORLD FD
0.00%
Shares194
Event2026-03-31
Filed2026-05-07
LQD
ISHARES TR
New
Shares306
Event2026-03-31
Filed2026-05-07
EFA
ISHARES TR
New
Shares342
Event2026-03-31
Filed2026-05-07
XBI
SPDR SERIES TRUST
0.00%
Shares257
Event2026-03-31
Filed2026-05-07
SLF
SUN LIFE FINANCIAL INC.
New
Shares523
Event2026-03-31
Filed2026-05-07
MAR
MARRIOTT INTL INC NEW
New
Shares99
Event2026-03-31
Filed2026-05-07
VHT
VANGUARD WORLD FD
0.00%
Shares119
Event2026-03-31
Filed2026-05-07
IHI
ISHARES TR
New
Shares608
Event2026-03-31
Filed2026-05-07
RGLD
ROYAL GOLD INC
New
Shares126
Event2026-03-31
Filed2026-05-07
SPSM
SPDR SERIES TRUST
0.30%
Shares661
Event2026-03-31
Filed2026-05-07
BKR
BAKER HUGHES COMPANY
0.39%
Shares515
Event2026-03-31
Filed2026-05-07
CMS
CMS ENERGY CORP
New
Shares403
Event2026-03-31
Filed2026-05-07
ARKG
ARK ETF TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
VLO
VALERO ENERGY CORP
0.00%
Shares124
Event2026-03-31
Filed2026-05-07
FMN
FEDERATED HERMES PREM MUNI I
New
Shares2.7K
Event2026-03-31
Filed2026-05-07
VGT
VANGUARD WORLD FD
-40.28%
Shares43
Event2026-03-31
Filed2026-05-07
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
New
Shares86
Event2026-03-31
Filed2026-05-07
GFF
GRIFFON CORP
New
Shares404
Event2026-03-31
Filed2026-05-07
WELL
WELLTOWER INC
0.00%
Shares148
Event2026-03-31
Filed2026-05-07
CWI
SPDR INDEX SHS FDS
0.00%
Shares800
Event2026-03-31
Filed2026-05-07
AME
AMETEK INC
-6.85%
Shares136
Event2026-03-31
Filed2026-05-07
FTS
FORTIS INC
New
Shares520
Event2026-03-31
Filed2026-05-07
SCHW
SCHWAB CHARLES CORP
New
Shares305
Event2026-03-31
Filed2026-05-07
CITIGROUP INC
CITIGROUP INC
New
Shares252
Event2026-03-31
Filed2026-05-07
TXN
TEXAS INSTRS INC
New
Shares147
Event2026-03-31
Filed2026-05-07
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares131
Event2026-03-31
Filed2026-05-07
DELL
DELL TECHNOLOGIES INC
-20.28%
Shares169
Event2026-03-31
Filed2026-05-07
LUV
SOUTHWEST AIRLS CO
New
Shares738
Event2026-03-31
Filed2026-05-07
SPYI
NEOS ETF TRUST
43.22%
Shares560
Event2026-03-31
Filed2026-05-07
UNP
UNION PAC CORP
New
Shares113
Event2026-03-31
Filed2026-05-07
BOND
PIMCO ETF TR
102.04%
Shares297
Event2026-03-31
Filed2026-05-07
APAM
ARTISAN PARTNERS ASSET MGMT
2.60%
Shares751
Event2026-03-31
Filed2026-05-07
IGEB
ISHARES TR
0.85%
Shares592
Event2026-03-31
Filed2026-05-07
RDW
REDWIRE CORPORATION
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-07
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares228
Event2026-03-31
Filed2026-05-07
NVO
NOVO-NORDISK A S
New
Shares717
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
MEDTRONIC PLC
23.08%
Shares304
Event2026-03-31
Filed2026-05-07
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares486
Event2026-03-31
Filed2026-05-07
NKE
NIKE INC
New
Shares482
Event2026-03-31
Filed2026-05-07
FVD
FIRST TR EXCHANGE-TRADED FD
0.57%
Shares532
Event2026-03-31
Filed2026-05-07
SO
SOUTHERN CO
New
Shares259
Event2026-03-31
Filed2026-05-07
GUT
GABELLI UTIL TR
2.50%
Shares4.1K
Event2026-03-31
Filed2026-05-07
MNA
NEW YORK LIFE INVESTMENTS ET
0.00%
Shares673
Event2026-03-31
Filed2026-05-07
SNOW
SNOWFLAKE INC
New
Shares162
Event2026-03-31
Filed2026-05-07
APD
AIR PRODUCTS AND CHEMICALS I
0.00%
Shares83
Event2026-03-31
Filed2026-05-07
AFL
AFLAC INC
0.46%
Shares218
Event2026-03-31
Filed2026-05-07
HODL
VANECK BITCOIN ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
KHC
KRAFT HEINZ CO
New
Shares1.0K
Event2026-03-31
Filed2026-05-07
VIOG
VANGUARD ADMIRAL FDS INC
New
Shares187
Event2026-03-31
Filed2026-05-07
MGK
VANGUARD WORLD FD
New
Shares63
Event2026-03-31
Filed2026-05-07
GNL
GLOBAL NET LEASE INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-07
HEFA
ISHARES TR
-50.82%
Shares538
Event2026-03-31
Filed2026-05-07
SHW
SHERWIN WILLIAMS CO
New
Shares71
Event2026-03-31
Filed2026-05-07
WMB
WILLIAMS COS INC
New
Shares312
Event2026-03-31
Filed2026-05-07
SCHV
SCHWAB STRATEGIC TR
New
Shares735
Event2026-03-31
Filed2026-05-07
TGT
TARGET CORP
14.20%
Shares185
Event2026-03-31
Filed2026-05-07
SRLN
SSGA ACTIVE ETF TR
1.09%
Shares557
Event2026-03-31
Filed2026-05-07
ELV
ELEVANCE HEALTH INC FORMERLY
0.00%
Shares75
Event2026-03-31
Filed2026-05-07
AA
ALCOA CORP
0.00%
Shares330
Event2026-03-31
Filed2026-05-07
AIQ
GLOBAL X FDS
-66.69%
Shares468
Event2026-03-31
Filed2026-05-07
VXUS
VANGUARD STAR FDS
New
Shares275
Event2026-03-31
Filed2026-05-07
BND
VANGUARD BD INDEX FDS
New
Shares288
Event2026-03-31
Filed2026-05-07
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares47
Event2026-03-31
Filed2026-05-07
NDAQ
NASDAQ INC
New
Shares247
Event2026-03-31
Filed2026-05-07
FIW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares203
Event2026-03-31
Filed2026-05-07
INTC
INTEL CORP
New
Shares475
Event2026-03-31
Filed2026-05-07
SUSC
ISHARES TR
0.78%
Shares902
Event2026-03-31
Filed2026-05-07
BGRN
ISHARES TR
0.69%
Shares439
Event2026-03-31
Filed2026-05-07
VCR
VANGUARD WORLD FD
0.00%
Shares58
Event2026-03-31
Filed2026-05-07
EPD
ENTERPRISE PRODS PARTNERS L
New
Shares548
Event2026-03-31
Filed2026-05-07
AZO
AUTOZONE INC
0.00%
Shares6
Event2026-03-31
Filed2026-05-07
AFB
ALLIANCEBERNSTEIN NATL MUN I
6.06%
Shares1.9K
Event2026-03-31
Filed2026-05-07
VRT
VERTIV HOLDINGS CO
0.00%
Shares80
Event2026-03-31
Filed2026-05-07
MCK
MCKESSON CORP
0.00%
Shares23
Event2026-03-31
Filed2026-05-07
RGTI
RIGETTI COMPUTING INC
-6.91%
Shares1.4K
Event2026-03-31
Filed2026-05-07
FXE
INVESCO CURRENCYSHARES EURO
0.54%
Shares186
Event2026-03-31
Filed2026-05-07
XLU
SELECT SECTOR SPDR TR
0.70%
Shares431
Event2026-03-31
Filed2026-05-07
IGSB
ISHARES TR
New
Shares375
Event2026-03-31
Filed2026-05-07
DAL
DELTA AIR LINES INC
New
Shares296
Event2026-03-31
Filed2026-05-07
FEX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares161
Event2026-03-31
Filed2026-05-07
MKL
MARKEL GROUP INC
New
Shares10
Event2026-03-31
Filed2026-05-07
HYDB
ISHARES TR
-60.71%
Shares411
Event2026-03-31
Filed2026-05-07
TRV
TRAVELERS COMPANIES INC
0.00%
Shares65
Event2026-03-31
Filed2026-05-07
GNRC
GENERAC HLDGS INC
New
Shares95
Event2026-03-31
Filed2026-05-07
GLW
CORNING INC
New
Shares135
Event2026-03-31
Filed2026-05-07
CTRE
CARETRUST REIT INC
1.01%
Shares501
Event2026-03-31
Filed2026-05-07
BE
BLOOM ENERGY CORP
12.50%
Shares135
Event2026-03-31
Filed2026-05-07
IONQ
IONQ INC
4.50%
Shares627
Event2026-03-31
Filed2026-05-07
UBER
UBER TECHNOLOGIES INC
0.00%
Shares250
Event2026-03-31
Filed2026-05-07
FIX
COMFORT SYS USA INC
New
Shares13
Event2026-03-31
Filed2026-05-07
WAB
WABTEC
New
Shares71
Event2026-03-31
Filed2026-05-07
BSX
BOSTON SCIENTIFIC CORP
New
Shares280
Event2026-03-31
Filed2026-05-07
SYF
SYNCHRONY FINANCIAL
0.40%
Shares251
Event2026-03-31
Filed2026-05-07
XRT
SPDR SERIES TRUST
0.47%
Shares212
Event2026-03-31
Filed2026-05-07
CRDF
CARDIFF ONCOLOGY INC
0.00%
Shares10.5K
Event2026-03-31
Filed2026-05-07
PNFP
PINNACLE FINL PARTNERS INC
0.51%
Shares196
Event2026-03-31
Filed2026-05-07
WPM
WHEATON PRECIOUS METALS CORP
New
Shares128
Event2026-03-31
Filed2026-05-07
ADP
AUTOMATIC DATA PROCESSING IN
0.00%
Shares80
Event2026-03-31
Filed2026-05-07
MSGS
MADISON SQUARE GRDN SPRT COR
0.00%
Shares50
Event2026-03-31
Filed2026-05-07
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.46%
Shares219
Event2026-03-31
Filed2026-05-07
CRBU
CARIBOU BIOSCIENCES INC
New
Shares8.4K
Event2026-03-31
Filed2026-05-07
XEL
XCEL ENERGY INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-07
EFX
EQUIFAX INC
New
Shares88
Event2026-03-31
Filed2026-05-07
RL
RALPH LAUREN CORP
New
Shares46
Event2026-03-31
Filed2026-05-07
KR
KROGER CO
New
Shares217
Event2026-03-31
Filed2026-05-07
XLV
SELECT SECTOR SPDR TR
0.00%
Shares106
Event2026-03-31
Filed2026-05-07
EIPI
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares682
Event2026-03-31
Filed2026-05-07
BARRICK MNG CORP
BARRICK MNG CORP
0.00%
Shares375
Event2026-03-31
Filed2026-05-07
QCOM
QUALCOMM INC
New
Shares117
Event2026-03-31
Filed2026-05-07
ARTY
ISHARES TR
0.00%
Shares322
Event2026-03-31
Filed2026-05-07
GEHC
GE HEALTHCARE TECHNOLOGIES I
62.99%
Shares207
Event2026-03-31
Filed2026-05-07
IBIT
ISHARES BITCOIN TRUST ETF
0.00%
Shares379
Event2026-03-31
Filed2026-05-07
ITW
ILLINOIS TOOL WKS INC
New
Shares55
Event2026-03-31
Filed2026-05-07
BN
BROOKFIELD CORP
0.00%
Shares352
Event2026-03-31
Filed2026-05-07
TPR
TAPESTRY INC
New
Shares100
Event2026-03-31
Filed2026-05-07
TDY
TELEDYNE TECHNOLOGIES INC
New
Shares23
Event2026-03-31
Filed2026-05-07
WSM
WILLIAMS SONOMA INC
New
Shares76
Event2026-03-31
Filed2026-05-07
RCS
PIMCO STRATEGIC INCOME FD
-29.21%
Shares2.6K
Event2026-03-31
Filed2026-05-07
EXC
EXELON CORP
0.00%
Shares278
Event2026-03-31
Filed2026-05-07
WCN
WASTE CONNECTIONS INC
0.00%
Shares83
Event2026-03-31
Filed2026-05-07
RSG
REPUBLIC SVCS INC
New
Shares61
Event2026-03-31
Filed2026-05-07
CCL
CARNIVAL CORP
New
Shares511
Event2026-03-31
Filed2026-05-07
SOFI
SOFI TECHNOLOGIES INC
13.72%
Shares829
Event2026-03-31
Filed2026-05-07
PLUG
PLUG PWR INC
1.77%
Shares5.8K
Event2026-03-31
Filed2026-05-07
BST
BLACKROCK SCIENCE & TECHNOLO
2.01%
Shares356
Event2026-03-31
Filed2026-05-07
GRW
TCW ETF TRUST
0.00%
Shares470
Event2026-03-31
Filed2026-05-07
CGDV
CAPITAL GROUP DIVIDEND VALUE
0.00%
Shares303
Event2026-03-31
Filed2026-05-07
DEO
DIAGEO PLC
-3.35%
Shares173
Event2026-03-31
Filed2026-05-07
GRAL
GRAIL INC
New
Shares247
Event2026-03-31
Filed2026-05-07
VSDA
VICTORY PORTFOLIOS II
0.43%
Shares234
Event2026-03-31
Filed2026-05-07
SUI
SUN CMNTYS INC
New
Shares100
Event2026-03-31
Filed2026-05-07
CPA
COPA HOLDINGS SA
15.79%
Shares110
Event2026-03-31
Filed2026-05-07
AMT
AMERICAN TOWER CORP
0.00%
Shares72
Event2026-03-31
Filed2026-05-07
NUE
NUCOR CORP
New
Shares72
Event2026-03-31
Filed2026-05-07
CGGR
CAPITAL GROUP GROWTH ETF
0.00%
Shares300
Event2026-03-31
Filed2026-05-07
NBIS
NEBIUS GROUP N.V.
0.00%
Shares116
Event2026-03-31
Filed2026-05-07
STRK
STRATEGY INC
New
Shares170
Event2026-03-31
Filed2026-05-07
AMP
AMERIPRISE FINL INC
0.00%
Shares27
Event2026-03-31
Filed2026-05-07
EXPI
EXP WORLD HLDGS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-07
SLB
SLB LIMITED
New
Shares233
Event2026-03-31
Filed2026-05-07
SYY
SYSCO CORP
New
Shares168
Event2026-03-31
Filed2026-05-07
AZN
ASTRAZENECA PLC
-50.00%
Shares60
Event2026-03-31
Filed2026-05-07
CLF
CLEVELAND-CLIFFS INC NEW
New
Shares1.4K
Event2026-03-31
Filed2026-05-07
AJG
GALLAGHER ARTHUR J & CO
New
Shares54
Event2026-03-31
Filed2026-05-07
DG
DOLLAR GEN CORP
New
Shares99
Event2026-03-31
Filed2026-05-07
MDLZ
MONDELEZ INTL INC
New
Shares201
Event2026-03-31
Filed2026-05-07
PAYX
PAYCHEX INC
New
Shares124
Event2026-03-31
Filed2026-05-07
CVS
CVS HEALTH CORP
New
Shares159
Event2026-03-31
Filed2026-05-07
YORW
YORK WTR CO
New
Shares375
Event2026-03-31
Filed2026-05-07
DGRO
ISHARES TR
-37.93%
Shares162
Event2026-03-31
Filed2026-05-07
NTAP
NETAPP INC
0.00%
Shares111
Event2026-03-31
Filed2026-05-07
CINF
CINCINNATI FINL CORP
New
Shares72
Event2026-03-31
Filed2026-05-07
SBUX
STARBUCKS CORP
New
Shares126
Event2026-03-31
Filed2026-05-07
PGR
PROGRESSIVE CORP
New
Shares57
Event2026-03-31
Filed2026-05-07
AB
ALLIANCEBERNSTEIN HLDG L P
2.41%
Shares297
Event2026-03-31
Filed2026-05-07
SHYG
ISHARES TR
1.16%
Shares261
Event2026-03-31
Filed2026-05-07
GSK PLC
GSK PLC
0.00%
Shares200
Event2026-03-31
Filed2026-05-07
SDVY
FIRST TR EXCHANGE TRADED FD
New
Shares276
Event2026-03-31
Filed2026-05-07
HII
HUNTINGTON INGALLS INDS INC
New
Shares28
Event2026-03-31
Filed2026-05-07
ALLY
ALLY FINL INC
0.00%
Shares267
Event2026-03-31
Filed2026-05-07
MCO
MOODYS CORP
New
Shares24
Event2026-03-31
Filed2026-05-07
MSI
MOTOROLA SOLUTIONS INC
New
Shares24
Event2026-03-31
Filed2026-05-07
NEM
NEWMONT CORP
New
Shares95
Event2026-03-31
Filed2026-05-07
TSN
TYSON FOODS INC
New
Shares159
Event2026-03-31
Filed2026-05-07
SYK
STRYKER CORPORATION
New
Shares31
Event2026-03-31
Filed2026-05-07
ADM
ARCHER DANIELS MIDLAND CO
0.72%
Shares140
Event2026-03-31
Filed2026-05-07
CENCORA INC
CENCORA INC
0.00%
Shares32
Event2026-03-31
Filed2026-05-07
SOLV
SOLVENTUM CORP
0.00%
Shares155
Event2026-03-31
Filed2026-05-07
VWOB
VANGUARD WHITEHALL FDS
New
Shares154
Event2026-03-31
Filed2026-05-07
FTNT
FORTINET INC
-30.86%
Shares121
Event2026-03-31
Filed2026-05-07
TKO
TKO GROUP HOLDINGS INC
0.00%
Shares49
Event2026-03-31
Filed2026-05-07
RSPH
INVESCO EXCHANGE TRADED FD T
0.00%
Shares325
Event2026-03-31
Filed2026-05-07
ETR
ENTERGY CORP NEW
New
Shares87
Event2026-03-31
Filed2026-05-07
HIG
HARTFORD INSURANCE GROUP INC
New
Shares72
Event2026-03-31
Filed2026-05-07
GBTC
GRAYSCALE BITCOIN TRUST ETF
New
Shares184
Event2026-03-31
Filed2026-05-07
IJS
ISHARES TR
New
Shares81
Event2026-03-31
Filed2026-05-07
BBY
BEST BUY INC
1.36%
Shares149
Event2026-03-31
Filed2026-05-07
AEP
AMERICAN ELEC PWR CO INC
27.27%
Shares70
Event2026-03-31
Filed2026-05-07
TIP
ISHARES TR
New
Shares83
Event2026-03-31
Filed2026-05-07
XLP
SELECT SECTOR SPDR TR
0.91%
Shares111
Event2026-03-31
Filed2026-05-07
PH
PARKER-HANNIFIN CORP
New
Shares10
Event2026-03-31
Filed2026-05-07
GENI
GENIUS SPORTS LIMITED
33.33%
Shares2.0K
Event2026-03-31
Filed2026-05-07
PHO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares132
Event2026-03-31
Filed2026-05-07
PTC
PTC INC
15.09%
Shares61
Event2026-03-31
Filed2026-05-07
GEN DIGITAL INC
GEN DIGITAL INC
New
Shares462
Event2026-03-31
Filed2026-05-07
SDY
SPDR SERIES TRUST
0.00%
Shares59
Event2026-03-31
Filed2026-05-07
LEN
LENNAR CORP
New
Shares97
Event2026-03-31
Filed2026-05-07
MP
MP MATERIALS CORP
New
Shares174
Event2026-03-31
Filed2026-05-07
NULG
NUSHARES ETF TR
0.00%
Shares92
Event2026-03-31
Filed2026-05-07
FGDL
FRANKLIN TEMPLETON HOLDINGS
-69.84%
Shares133
Event2026-03-31
Filed2026-05-07
ORI
OLD REP INTL CORP
New
Shares206
Event2026-03-31
Filed2026-05-07
SCHH
SCHWAB STRATEGIC TR
New
Shares372
Event2026-03-31
Filed2026-05-07
AMAT
APPLIED MATLS INC
0.00%
Shares23
Event2026-03-31
Filed2026-05-07
VCIT
VANGUARD SCOTTSDALE FDS
-13.64%
Shares95
Event2026-03-31
Filed2026-05-07
CIEN
CIENA CORP
New
Shares20
Event2026-03-31
Filed2026-05-07
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
New
Shares156
Event2026-03-31
Filed2026-05-07
EVR
EVERCORE INC
0.00%
Shares26
Event2026-03-31
Filed2026-05-07
SMH
VANECK ETF TRUST
0.00%
Shares20
Event2026-03-31
Filed2026-05-07
PFGC
PERFORMANCE FOOD GROUP CO
0.00%
Shares90
Event2026-03-31
Filed2026-05-07
EXE
EXPAND ENERGY CORPORATION
New
Shares70
Event2026-03-31
Filed2026-05-07
COKE
COCA COLA CONS INC
New
Shares40
Event2026-03-31
Filed2026-05-07
ADBE
ADOBE INC
-29.55%
Shares31
Event2026-03-31
Filed2026-05-07
DKS
DICKS SPORTING GOODS INC
New
Shares37
Event2026-03-31
Filed2026-05-07
DGX
QUEST DIAGNOSTICS INC
0.00%
Shares37
Event2026-03-31
Filed2026-05-07
AEM
AGNICO EAGLE MINES LTD
-31.37%
Shares35
Event2026-03-31
Filed2026-05-07
ABNB
AIRBNB INC
0.00%
Shares56
Event2026-03-31
Filed2026-05-07
SRE
SEMPRA
New
Shares72
Event2026-03-31
Filed2026-05-07
OKE
ONEOK INC NEW
New
Shares77
Event2026-03-31
Filed2026-05-07
BEP
BROOKFIELD RENEWABLE ENERGY
0.00%
Shares210
Event2026-03-31
Filed2026-05-07
DE
DEERE & CO
New
Shares12
Event2026-03-31
Filed2026-05-07
CARR
CARRIER GLOBAL CORPORATION
0.00%
Shares120
Event2026-03-31
Filed2026-05-07
FREL
FIDELITY COVINGTON TRUST
New
Shares250
Event2026-03-31
Filed2026-05-07
NZF
NUVEEN MUN CR INCOME FD
0.00%
Shares547
Event2026-03-31
Filed2026-05-07
NAVAN INC
NAVAN INC
New
Shares500
Event2026-03-31
Filed2026-05-07
LGND
LIGAND PHARMACEUTICALS INC
0.00%
Shares33
Event2026-03-31
Filed2026-05-07
MPWR
MONOLITHIC PWR SYS INC
New
Shares6
Event2026-03-31
Filed2026-05-07
TFC
TRUIST FINL CORP
-47.79%
Shares142
Event2026-03-31
Filed2026-05-07
SROI
CALAMOS ETF TR
0.00%
Shares195
Event2026-03-31
Filed2026-05-07
VIS
VANGUARD WORLD FD
0.00%
Shares20
Event2026-03-31
Filed2026-05-07
NSC
NORFOLK SOUTHN CORP
New
Shares22
Event2026-03-31
Filed2026-05-07
XYZ
BLOCK INC
New
Shares105
Event2026-03-31
Filed2026-05-07
TFPM
TRIPLE FLAG PRECIOUS METAL
0.00%
Shares181
Event2026-03-31
Filed2026-05-07
ENSG
ENSIGN GROUP INC
0.00%
Shares31
Event2026-03-31
Filed2026-05-07
EEM
ISHARES TR
New
Shares109
Event2026-03-31
Filed2026-05-07
QTUM
ETF SER SOLUTIONS
0.00%
Shares58
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

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