The Analysis of SCHNIEDERS CAPITAL MANAGEMENT, LLC.'s Holdings & P&L


Currently, SCHNIEDERS CAPITAL MANAGEMENT, LLC. holds 206 types of securities in its portfolio with a total value $629.2M. In the most recent quarter, they have increased their positions in SGOV (+181.1K shares, valued at $18.2M), NVDA (+15.9K shares, valued at $2.8M), VICI (+60.8K shares, valued at $1.7M); decreased their positions in IBM (-13.9K shares, valued at $3.4M), MU (-7.7K shares, valued at $2.6M), ORCL (-11.2K shares, valued at $1.7M); initiated new positions in PKST (+58.5K shares, valued at $1.2M), TMUS (+3.0K shares, valued at $628.2K), SPXX (+28.3K shares, valued at $455.4K).


1M P&L
+15.7M+2.84%
3M P&L
-8.9M-1.55%
HY P&L
+6.8M+1.22%

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/A104.6M
20.0%
2Software - Infrastructure44.6M
8.5%
3Drug Manufacturers - General39.2M
7.5%

Top Industries by Stock Count

1N/A51 stocks
27.9%
2Utilities - Regulated Electric9 stocks
4.9%
3Drug Manufacturers - General8 stocks
4.4%
Stock Holdings
MSFT
MICROSOFT CORP COM
-3.70%
Shares106.7K
Event2026-03-31
Filed2026-05-04
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
100.11%
Shares362.0K
Event2026-03-31
Filed2026-05-04
AAPL
APPLE INC COM
1.85%
Shares134.7K
Event2026-03-31
Filed2026-05-04
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
-0.47%
Shares108.5K
Event2026-03-31
Filed2026-05-04
AMZN
AMAZON COM INC COM
4.68%
Shares124.1K
Event2026-03-31
Filed2026-05-04
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
0.06%
Shares81.6K
Event2026-03-31
Filed2026-05-04
NVDA
NVIDIA CORP COM
14.59%
Shares125.0K
Event2026-03-31
Filed2026-05-04
POWERSHARES QQQ TRUST, SERIES 1
POWERSHARES QQQ TRUST, SERIES 1
-0.53%
Shares35.0K
Event2026-03-31
Filed2026-05-04
META
META PLATFORMS INC CL A
-2.08%
Shares32.5K
Event2026-03-31
Filed2026-05-04
JNJ
JOHNSON & JOHNSON
-0.25%
Shares71.3K
Event2026-03-31
Filed2026-05-04
JPM
JPMORGAN CHASE & CO COM
-3.81%
Shares57.4K
Event2026-03-31
Filed2026-05-04
SPY
SPDR S&P 500 TRUST
1.40%
Shares21.4K
Event2026-03-31
Filed2026-05-04
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-3.78%
Shares102.9K
Event2026-03-31
Filed2026-05-04
WMT
WAL-MART STORES INC COM
-6.39%
Shares84.0K
Event2026-03-31
Filed2026-05-04
CVX
CHEVRON CORP NEW COM
-2.30%
Shares50.4K
Event2026-03-31
Filed2026-05-04
BAC
BANK AMER CORP COM
-0.61%
Shares198.3K
Event2026-03-31
Filed2026-05-04
AMGN
AMGEN INC COM
-0.06%
Shares25.7K
Event2026-03-31
Filed2026-05-04
D
DOMINION RES INC VA NEW COM
0.30%
Shares142.1K
Event2026-03-31
Filed2026-05-04
COST
COSTCO WHSL CORP NEW COM
-5.54%
Shares8.0K
Event2026-03-31
Filed2026-05-04
LLY
LILLY ELI & CO COM
0.43%
Shares8.5K
Event2026-03-31
Filed2026-05-04
SO
SOUTHERN CO COM
20.21%
Shares73.1K
Event2026-03-31
Filed2026-05-04
APOLLO GLOBAL MGMT INC COM
APOLLO GLOBAL MGMT INC COM
10.48%
Shares62.9K
Event2026-03-31
Filed2026-05-04
WM
WASTE MGMT INC DEL COM
-0.50%
Shares28.8K
Event2026-03-31
Filed2026-05-04
CAT
CATERPILLAR INC DEL COM
-1.36%
Shares9.3K
Event2026-03-31
Filed2026-05-04
UNP
UNION PAC CORP COM
6.78%
Shares27.0K
Event2026-03-31
Filed2026-05-04
DUKE ENERGY CORP NEW COM NEW
DUKE ENERGY CORP NEW COM NEW
14.89%
Shares48.6K
Event2026-03-31
Filed2026-05-04
XOM
EXXON MOBIL CORP COM
0.78%
Shares36.3K
Event2026-03-31
Filed2026-05-04
ES
EVERSOURCE ENERGY COM
20.97%
Shares82.9K
Event2026-03-31
Filed2026-05-04
V
VISA INC COM CL A
-4.79%
Shares18.6K
Event2026-03-31
Filed2026-05-04
IBM
INTERNATIONAL BUSINESS MACHS COM
-37.75%
Shares23.0K
Event2026-03-31
Filed2026-05-04
ABT
ABBOTT LABS COM
-0.87%
Shares49.9K
Event2026-03-31
Filed2026-05-04
BROADCOM INC COM
BROADCOM INC COM
5.76%
Shares15.7K
Event2026-03-31
Filed2026-05-04
NEE
NEXTERA ENERGY INC COM
-1.06%
Shares49.4K
Event2026-03-31
Filed2026-05-04
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-3.11%
Shares6.6K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC DEL CL B NEW
BERKSHIRE HATHAWAY INC DEL CL B NEW
1.36%
Shares9.5K
Event2026-03-31
Filed2026-05-04
TSLA
TESLA MTRS INC COM
5.66%
Shares11.6K
Event2026-03-31
Filed2026-05-04
ORCL
ORACLE CORP COM
-28.48%
Shares28.2K
Event2026-03-31
Filed2026-05-04
KMI
KINDER MORGAN INC DEL COM
31.15%
Shares121.0K
Event2026-03-31
Filed2026-05-04
MCD
MCDONALDS CORP COM
0.77%
Shares12.8K
Event2026-03-31
Filed2026-05-04
RTX
RAYTHEON TECHNOLOGIES CORP COM
-0.75%
Shares20.5K
Event2026-03-31
Filed2026-05-04
WFC
WELLS FARGO & CO NEW COM
-3.36%
Shares49.5K
Event2026-03-31
Filed2026-05-04
AMAT
APPLIED MATLS INC COM
0.74%
Shares11.3K
Event2026-03-31
Filed2026-05-04
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
0.00%
Shares7.8K
Event2026-03-31
Filed2026-05-04
ABBV
ABBVIE INC COM
1.03%
Shares16.2K
Event2026-03-31
Filed2026-05-04
HD
HOME DEPOT INC COM
-3.91%
Shares10.7K
Event2026-03-31
Filed2026-05-04
IVV
ISHARES CORE S&P 500 ETF
-0.15%
Shares5.3K
Event2026-03-31
Filed2026-05-04
PG
PROCTER & GAMBLE COMPANY
1.34%
Shares23.5K
Event2026-03-31
Filed2026-05-04
GLD
SPDR GOLD SHARES
10.80%
Shares7.4K
Event2026-03-31
Filed2026-05-04
PEP
PEPSICO INC COM
-4.68%
Shares19.7K
Event2026-03-31
Filed2026-05-04
AEP
AMERICAN ELEC PWR INC COM
111.53%
Shares22.3K
Event2026-03-31
Filed2026-05-04
VICI
VICI PPTYS INC COM
146.82%
Shares102.2K
Event2026-03-31
Filed2026-05-04
NNN
NATIONAL RETAIL PPTYS INC COM
81.50%
Shares55.1K
Event2026-03-31
Filed2026-05-04
EPD
ENTERPRISE PRODS PARTNERS L P COM
0.00%
Shares53.1K
Event2026-03-31
Filed2026-05-04
UNH
UNITEDHEALTH GROUP INC COM
-16.91%
Shares7.4K
Event2026-03-31
Filed2026-05-04
O
REALTY INCOME CORP COM
0.22%
Shares30.9K
Event2026-03-31
Filed2026-05-04
XLF
FINANCIAL SELECT SECTOR SPDR FUND
0.49%
Shares38.2K
Event2026-03-31
Filed2026-05-04
KO
COCA COLA CO COM
2.13%
Shares24.2K
Event2026-03-31
Filed2026-05-04
USB
US BANCORP DEL COM NEW
-1.15%
Shares34.3K
Event2026-03-31
Filed2026-05-04
PNW
PINNACLE WEST CAP CORP COM
24.09%
Shares17.4K
Event2026-03-31
Filed2026-05-04
NWE
NORTHWESTERN ENERGY GROUP INC COM NEW
2.22%
Shares26.5K
Event2026-03-31
Filed2026-05-04
EVRG
EVERGY INC COM
-0.62%
Shares21.2K
Event2026-03-31
Filed2026-05-04
NFLX
NETFLIX INC COM
11.50%
Shares17.9K
Event2026-03-31
Filed2026-05-04
MU
MICRON TECHNOLOGY INC COM
-60.47%
Shares5.0K
Event2026-03-31
Filed2026-05-04
PM
PHILIP MORRIS INTL INC COM
1.47%
Shares10.0K
Event2026-03-31
Filed2026-05-04
WELL
WELLTOWER INC COM
-0.60%
Shares8.3K
Event2026-03-31
Filed2026-05-04
AMD
ADVANCED MICRO DEVICES INC COM
-18.35%
Shares7.8K
Event2026-03-31
Filed2026-05-04
HON
HONEYWELL INTL INC COM
-2.88%
Shares6.8K
Event2026-03-31
Filed2026-05-04
GENERAL ELECTRIC CO COM
GENERAL ELECTRIC CO COM
-1.84%
Shares5.2K
Event2026-03-31
Filed2026-05-04
CSCO
CISCO SYS INC COM
33.30%
Shares18.9K
Event2026-03-31
Filed2026-05-04
IWF
ISHARES RUSSELL 1000 GROWTH ETF
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-04
VZ
VERIZON COMMUNICATIONS INC.
-4.49%
Shares26.9K
Event2026-03-31
Filed2026-05-04
PLD
PROLOGIS INC COM
-0.16%
Shares10.2K
Event2026-03-31
Filed2026-05-04
WSM
WILLIAMS SONOMA INC COM
-6.29%
Shares7.2K
Event2026-03-31
Filed2026-05-04
DIS
DISNEY WALT CO COM DISNEY
-4.71%
Shares13.3K
Event2026-03-31
Filed2026-05-04
BAC-PL
BANK AMERICA CORP 7.25CNV PFD L
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-04
SOXX
ISHARES SEMICONDUCTOR ETF
1.73%
Shares3.8K
Event2026-03-31
Filed2026-05-04
CITIGROUP INC COM NEW
CITIGROUP INC COM NEW
-19.65%
Shares11.0K
Event2026-03-31
Filed2026-05-04
QQQX
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS
-2.51%
Shares46.5K
Event2026-03-31
Filed2026-05-04
NSC
NORFOLK SOUTHERN CORP COM
-0.12%
Shares4.3K
Event2026-03-31
Filed2026-05-04
PKST
PEAKSTONE REALTY TRUST COMMON SHARES
New
Shares58.5K
Event2026-03-31
Filed2026-05-04
WFC-PL
WELLS FARGO & CO PERP PFD CNV A
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
DE
DEERE & CO COM
2.14%
Shares2.1K
Event2026-03-31
Filed2026-05-04
MA
MASTERCARD INC CL A
2.21%
Shares2.4K
Event2026-03-31
Filed2026-05-04
GEV
GE VERNOVA INC COM
-4.13%
Shares1.3K
Event2026-03-31
Filed2026-05-04
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
0.00%
Shares10.2K
Event2026-03-31
Filed2026-05-04
STAG
STAG INDL INC COM
-1.62%
Shares30.3K
Event2026-03-31
Filed2026-05-04
SMH
VANECK SEMICONDUCTOR ETF
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-04
CARR
CARRIER GLOBAL CORPORATION COM
33.38%
Shares18.1K
Event2026-03-31
Filed2026-05-04
PLTR
PALANTIR TECHNOLOGIES INC CL A
2.00%
Shares6.8K
Event2026-03-31
Filed2026-05-04
NI
NISOURCE INC COM
0.02%
Shares20.8K
Event2026-03-31
Filed2026-05-04
MERCK & CO INC COM
MERCK & CO INC COM
5.69%
Shares8.1K
Event2026-03-31
Filed2026-05-04
QCOM
QUALCOMM INC COM
-9.46%
Shares7.2K
Event2026-03-31
Filed2026-05-04
EGP
EASTGROUP PPTY INC COM
-12.40%
Shares5.0K
Event2026-03-31
Filed2026-05-04
IYW
ISHARES U.S. TECHNOLOGY ETF
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-04
DLR
DIGITAL RLTY TR INC COM
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-04
OEF
ISHARES S&P 100 ETF
-0.15%
Shares2.6K
Event2026-03-31
Filed2026-05-04
INTC
INTEL CORP COM
-0.33%
Shares18.6K
Event2026-03-31
Filed2026-05-04
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-04
WTRG
ESSENTIAL UTILS INC COM
13.18%
Shares19.3K
Event2026-03-31
Filed2026-05-04
NHI
NATIONAL HEALTH INVS INC COM
-1.66%
Shares8.9K
Event2026-03-31
Filed2026-05-04
BRK.A
BERKSHIRE HATHAWAY INC DEL CL A
0.00%
Shares1
Event2026-03-31
Filed2026-05-04
GS
GOLDMAN SACHS GROUP INC COM
0.73%
Shares827
Event2026-03-31
Filed2026-05-04
PREF
PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF
0.00%
Shares36.6K
Event2026-03-31
Filed2026-05-04
GLW
CORNING INC COM
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-04
HACK
AMPLIFY CYBERSECURITY ETF
-5.78%
Shares9.0K
Event2026-03-31
Filed2026-05-04
ADC
AGREE RLTY CORP COM
-1.58%
Shares8.8K
Event2026-03-31
Filed2026-05-04
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
100.00%
Shares14.0K
Event2026-03-31
Filed2026-05-04
GLPI
GAMING & LEISURE PPTYS INC COM
-2.03%
Shares14.8K
Event2026-03-31
Filed2026-05-04
MO
ALTRIA GROUP INC COM
3.29%
Shares9.9K
Event2026-03-31
Filed2026-05-04
CTVA
CORTEVA INC COM
2.29%
Shares7.7K
Event2026-03-31
Filed2026-05-04
SHEL
ROYAL DUTCH SHELL PLC SPONS ADR A
-4.18%
Shares6.9K
Event2026-03-31
Filed2026-05-04
PSX
PHILLIPS 66 COM
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-04
INVESCO S&P 500 EQUAL WEIGHT ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-04
TMUS
T-MOBILE US INC COM
New
Shares3.0K
Event2026-03-31
Filed2026-05-04
AWK
AMERICAN WTR WKS CO INC NEW COM
-5.35%
Shares4.6K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH CORP COM NEW
LAM RESEARCH CORP COM NEW
-4.97%
Shares2.9K
Event2026-03-31
Filed2026-05-04
OUTFRONT MEDIA INC COM
OUTFRONT MEDIA INC COM
0.00%
Shares22.9K
Event2026-03-31
Filed2026-05-04
LOW
LOWES COS INC COM
3.19%
Shares2.6K
Event2026-03-31
Filed2026-05-04
IDU
ISHARES U.S. UTILITIES ETF
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-04
LMT
LOCKHEED MARTIN CORP COM
11.49%
Shares970
Event2026-03-31
Filed2026-05-04
EATON CORP PLC SHS
EATON CORP PLC SHS
5.65%
Shares1.6K
Event2026-03-31
Filed2026-05-04
EQIX
EQUINIX INC COM
-16.26%
Shares577
Event2026-03-31
Filed2026-05-04
TXN
TEXAS INSTRS INC COM
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-04
IWD
ISHARES RUSSELL 1000 VALUE ETF
-3.64%
Shares2.6K
Event2026-03-31
Filed2026-05-04
DVY
ISHARES SELECT DIVIDEND ETF
-4.05%
Shares3.6K
Event2026-03-31
Filed2026-05-04
MDLZ
MONDELEZ INTL INC CL A
-10.03%
Shares9.3K
Event2026-03-31
Filed2026-05-04
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
0.00%
Shares11.6K
Event2026-03-31
Filed2026-05-04
LINDE PLC SHS
LINDE PLC SHS
9.58%
Shares1.0K
Event2026-03-31
Filed2026-05-04
MAA
MID-AMER APT CMNTYS INC COM
-6.25%
Shares4.1K
Event2026-03-31
Filed2026-05-04
CL
COLGATE PALMOLIVE CO COM
-1.68%
Shares5.9K
Event2026-03-31
Filed2026-05-04
BMY
BRISTOL MYERS SQUIBB CO COM
0.81%
Shares8.2K
Event2026-03-31
Filed2026-05-04
SPG
SIMON PPTY GROUP INC NEW COM
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-04
VNQ
VANGUARD REIT ETF
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-04
BP
BP PLC SPONSORED ADR
28.53%
Shares9.9K
Event2026-03-31
Filed2026-05-04
SPXX
NUVEEN S&P 500 DYNAMIC OVERWRI COM
New
Shares28.3K
Event2026-03-31
Filed2026-05-04
SLV
ISHARES SILVER TRUST
-71.75%
Shares6.7K
Event2026-03-31
Filed2026-05-04
MELI
MERCADOLIBRE INC COM
-3.70%
Shares260
Event2026-03-31
Filed2026-05-04
VUG
VANGUARD GROWTH INDEX FUND
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
KMB
KIMBERLY CLARK CORP COM
-19.55%
Shares4.5K
Event2026-03-31
Filed2026-05-04
KYN
KAYNE ANDERSON MLP INVT CO COM
188.63%
Shares28.9K
Event2026-03-31
Filed2026-05-04
PRU
PRUDENTIAL FINANCIAL, INC.
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-04
SDY
STATE STREET SPDR S&P DIVIDEND ETF
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-04
VLO
VALERO ENERGY CORP COM
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-04
HASI
HA SUSTAINABLE INFRA CAP INC COM
New
Shares10.7K
Event2026-03-31
Filed2026-05-04
RFI
COHEN & STEERS TOTAL RETURN FD COM
0.00%
Shares35.1K
Event2026-03-31
Filed2026-05-04
BKNG
BOOKING HOLDINGS INC COM
3.37%
Shares92
Event2026-03-31
Filed2026-05-04
BRT
BRT APARTMENTS CORP COM
0.00%
Shares29.0K
Event2026-03-31
Filed2026-05-04
CANADIAN PAC RY LTD COM
CANADIAN PAC RY LTD COM
4.26%
Shares4.9K
Event2026-03-31
Filed2026-05-04
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
0.00%
Shares21.6K
Event2026-03-31
Filed2026-05-04
IJH
ISHARES CORE S&P MID-CAP ETF
-1.13%
Shares5.7K
Event2026-03-31
Filed2026-05-04
AMT
AMERICAN TOWER CORP NEW COM
-18.52%
Shares2.2K
Event2026-03-31
Filed2026-05-04
SYY
SYSCO CORP COM
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-04
DHS
WISDOMTREE U.S. HIGH DIVIDEND FUND
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-04
ATO
ATMOS ENERGY CORP COM
-1.27%
Shares1.9K
Event2026-03-31
Filed2026-05-04
DGX
QUEST DIAGNOSTICS INC COM
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-04
EMR
EMERSON ELEC CO COM
31.45%
Shares2.7K
Event2026-03-31
Filed2026-05-04
TJX
TJX COS INC NEW COM
12.51%
Shares2.2K
Event2026-03-31
Filed2026-05-04
IFN
ABERDEEN INDIA FD INC COM
-1.90%
Shares30.9K
Event2026-03-31
Filed2026-05-04
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
-0.51%
Shares582
Event2026-03-31
Filed2026-05-04
VTI
VANGUARD TOTAL STOCK MARKET ETF
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-04
PNQI
INVESCO NASDAQ INTERNET ETF
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-04
AXP
AMERICAN EXPRESS CO COM
-15.79%
Shares1.1K
Event2026-03-31
Filed2026-05-04
ECL
ECOLAB INC COM
7.63%
Shares1.3K
Event2026-03-31
Filed2026-05-04
BBN
BLACKROCK TAX MUNICPAL BD TR SHS
-2.97%
Shares20.4K
Event2026-03-31
Filed2026-05-04
IWV
ISHARES RUSSELL 3000 ETF
0.00%
Shares864
Event2026-03-31
Filed2026-05-04
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
New
Shares6.9K
Event2026-03-31
Filed2026-05-04
ISRG
INTUITIVE SURGICAL INC COM NEW
0.00%
Shares680
Event2026-03-31
Filed2026-05-04
PFE
PFIZER INC COM
-5.63%
Shares10.9K
Event2026-03-31
Filed2026-05-04
TMO
THERMO FISHER SCIENTIFIC INC COM
-22.15%
Shares601
Event2026-03-31
Filed2026-05-04
LAMR
LAMAR ADVERTISING CO NEW CL A
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-04
T
AT&T INC COM
-19.80%
Shares10.0K
Event2026-03-31
Filed2026-05-04
NVO
NOVO-NORDISK A S ADR
-29.10%
Shares7.8K
Event2026-03-31
Filed2026-05-04
AXON
TASER INTL INC COM
55.12%
Shares667
Event2026-03-31
Filed2026-05-04
BLACKROCK INC COM
BLACKROCK INC COM
19.03%
Shares294
Event2026-03-31
Filed2026-05-04
QLD
PROSHARES ULTRA QQQ
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-04
AMP
AMERIPRISE FINL INC COM
-22.89%
Shares630
Event2026-03-31
Filed2026-05-04
ENB
ENBRIDGE INC COM
-2.35%
Shares5.1K
Event2026-03-31
Filed2026-05-04
BE
BLOOM ENERGY CORP COM CL A
New
Shares2.0K
Event2026-03-31
Filed2026-05-04
KLAC
KLA CORP COM NEW
New
Shares185
Event2026-03-31
Filed2026-05-04
EPR-PE
EPR PPTYS CONV PFD 9 SR E
0.00%
Shares8.9K
Event2026-03-31
Filed2026-05-04
IJR
ISHARES CORE S&P SMALL-CAP ETF
-3.14%
Shares2.2K
Event2026-03-31
Filed2026-05-04
NVS
NOVARTIS A G SPONSORED ADR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-04
ANNALY CAPITAL MANAGEMENT INC COM NEW
ANNALY CAPITAL MANAGEMENT INC COM NEW
0.09%
Shares11.8K
Event2026-03-31
Filed2026-05-04
EFA
ISHARES MSCI EAFE ETF
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-04
TT
INGERSOLL-RAND PLC SHS
9.25%
Shares567
Event2026-03-31
Filed2026-05-04
YUM
YUM BRANDS INC COM
-0.39%
Shares1.5K
Event2026-03-31
Filed2026-05-04
UNILEVER PLC SPON ADR NEW
UNILEVER PLC SPON ADR NEW
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-04
GRMN
GARMIN LTD SHS
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-04
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
-4.29%
Shares5.0K
Event2026-03-31
Filed2026-05-04
SCHB
SCHWAB U.S. BROAD MARKET ETF
0.00%
Shares9.2K
Event2026-03-31
Filed2026-05-04
PEG
PUBLIC SVC ENTERPRISE GROUP COM
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-04
EIPI
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
New
Shares10.2K
Event2026-03-31
Filed2026-05-04
ISHARES COMEX GOLD TRUST
ISHARES COMEX GOLD TRUST
-60.07%
Shares2.6K
Event2026-03-31
Filed2026-05-04
ELV
ANTHEM INC COM
-1.90%
Shares776
Event2026-03-31
Filed2026-05-04
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-04
PYPL
PAYPAL HLDGS INC COM
-6.60%
Shares5.0K
Event2026-03-31
Filed2026-05-04
BDX
BECTON DICKINSON & CO COM
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-04
ARISTA NETWORKS INC COM SHS
ARISTA NETWORKS INC COM SHS
9.18%
Shares1.8K
Event2026-03-31
Filed2026-05-04
GENERAL DYNAMICS CORP COM
GENERAL DYNAMICS CORP COM
New
Shares624
Event2026-03-31
Filed2026-05-04
CLX
CLOROX CO DEL COM
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-04
IWN
ISHARES RUSSELL 2000 VALUE ETF
New
Shares1.1K
Event2026-03-31
Filed2026-05-04
AGM
FEDERAL AGRIC MTG CORP CL C
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-04
BNOV
INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER
New
Shares4.8K
Event2026-03-31
Filed2026-05-04
UWMC
UWM HOLDINGS CORPORATION COM CL A
6.25%
Shares40.8K
Event2026-03-31
Filed2026-05-04
CGEN
COMPUGEN LTD ORD
-44.44%
Shares50.0K
Event2026-03-31
Filed2026-05-04
MPW
MEDICAL PPTYS TRUST INC COM
21.77%
Shares15.1K
Event2026-03-31
Filed2026-05-04

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
SCHNIEDERS CAPITAL MANAGEMENT, LLC. Institutional Holdings, Portfolio & P&L β€” TradeFomo