Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
POWERSHARES QQQ TRUST, SERIES 1 POWERSHARES QQQ TRUST, SERIES 135.0K shares-0.53%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW9.5K shares1.36%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF3.3K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW11.8K shares0.09%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
MSFT
-3.70%MICROSOFT CORP COM
Shares106.7K
Event2026-03-31
Filed2026-05-04
SGOV
100.11%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares362.0K
Event2026-03-31
Filed2026-05-04
AAPL
1.85%APPLE INC COM
Shares134.7K
Event2026-03-31
Filed2026-05-04
ALPHABET INC CAP STK CL A
-0.47%ALPHABET INC CAP STK CL A
Shares108.5K
Event2026-03-31
Filed2026-05-04
AMZN
4.68%AMAZON COM INC COM
Shares124.1K
Event2026-03-31
Filed2026-05-04
ALPHABET INC CAP STK CL C
0.06%ALPHABET INC CAP STK CL C
Shares81.6K
Event2026-03-31
Filed2026-05-04
NVDA
14.59%NVIDIA CORP COM
Shares125.0K
Event2026-03-31
Filed2026-05-04
POWERSHARES QQQ TRUST, SERIES 1
-0.53%POWERSHARES QQQ TRUST, SERIES 1
Shares35.0K
Event2026-03-31
Filed2026-05-04
META
-2.08%META PLATFORMS INC CL A
Shares32.5K
Event2026-03-31
Filed2026-05-04
JNJ
-0.25%JOHNSON & JOHNSON
Shares71.3K
Event2026-03-31
Filed2026-05-04
JPM
-3.81%JPMORGAN CHASE & CO COM
Shares57.4K
Event2026-03-31
Filed2026-05-04
SPY
1.40%SPDR S&P 500 TRUST
Shares21.4K
Event2026-03-31
Filed2026-05-04
XLK
-3.78%TECHNOLOGY SELECT SECTOR SPDR FUND
Shares102.9K
Event2026-03-31
Filed2026-05-04
WMT
-6.39%WAL-MART STORES INC COM
Shares84.0K
Event2026-03-31
Filed2026-05-04
CVX
-2.30%CHEVRON CORP NEW COM
Shares50.4K
Event2026-03-31
Filed2026-05-04
BAC
-0.61%BANK AMER CORP COM
Shares198.3K
Event2026-03-31
Filed2026-05-04
AMGN
-0.06%AMGEN INC COM
Shares25.7K
Event2026-03-31
Filed2026-05-04
D
0.30%DOMINION RES INC VA NEW COM
Shares142.1K
Event2026-03-31
Filed2026-05-04
COST
-5.54%COSTCO WHSL CORP NEW COM
Shares8.0K
Event2026-03-31
Filed2026-05-04
LLY
0.43%LILLY ELI & CO COM
Shares8.5K
Event2026-03-31
Filed2026-05-04
SO
20.21%SOUTHERN CO COM
Shares73.1K
Event2026-03-31
Filed2026-05-04
APOLLO GLOBAL MGMT INC COM
10.48%APOLLO GLOBAL MGMT INC COM
Shares62.9K
Event2026-03-31
Filed2026-05-04
WM
-0.50%WASTE MGMT INC DEL COM
Shares28.8K
Event2026-03-31
Filed2026-05-04
CAT
-1.36%CATERPILLAR INC DEL COM
Shares9.3K
Event2026-03-31
Filed2026-05-04
UNP
6.78%UNION PAC CORP COM
Shares27.0K
Event2026-03-31
Filed2026-05-04
DUKE ENERGY CORP NEW COM NEW
14.89%DUKE ENERGY CORP NEW COM NEW
Shares48.6K
Event2026-03-31
Filed2026-05-04
XOM
0.78%EXXON MOBIL CORP COM
Shares36.3K
Event2026-03-31
Filed2026-05-04
ES
20.97%EVERSOURCE ENERGY COM
Shares82.9K
Event2026-03-31
Filed2026-05-04
V
-4.79%VISA INC COM CL A
Shares18.6K
Event2026-03-31
Filed2026-05-04
IBM
-37.75%INTERNATIONAL BUSINESS MACHS COM
Shares23.0K
Event2026-03-31
Filed2026-05-04
ABT
-0.87%ABBOTT LABS COM
Shares49.9K
Event2026-03-31
Filed2026-05-04
BROADCOM INC COM
5.76%BROADCOM INC COM
Shares15.7K
Event2026-03-31
Filed2026-05-04
NEE
-1.06%NEXTERA ENERGY INC COM
Shares49.4K
Event2026-03-31
Filed2026-05-04
VGT
-3.11%VANGUARD INFORMATION TECHNOLOGY ETF
Shares6.6K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC DEL CL B NEW
1.36%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares9.5K
Event2026-03-31
Filed2026-05-04
TSLA
5.66%TESLA MTRS INC COM
Shares11.6K
Event2026-03-31
Filed2026-05-04
ORCL
-28.48%ORACLE CORP COM
Shares28.2K
Event2026-03-31
Filed2026-05-04
KMI
31.15%KINDER MORGAN INC DEL COM
Shares121.0K
Event2026-03-31
Filed2026-05-04
MCD
0.77%MCDONALDS CORP COM
Shares12.8K
Event2026-03-31
Filed2026-05-04
RTX
-0.75%RAYTHEON TECHNOLOGIES CORP COM
Shares20.5K
Event2026-03-31
Filed2026-05-04
WFC
-3.36%WELLS FARGO & CO NEW COM
Shares49.5K
Event2026-03-31
Filed2026-05-04
AMAT
0.74%APPLIED MATLS INC COM
Shares11.3K
Event2026-03-31
Filed2026-05-04
DIA
0.00%SPDR DOW JONES INDUSTRIAL AVERAGE ETF
Shares7.8K
Event2026-03-31
Filed2026-05-04
ABBV
1.03%ABBVIE INC COM
Shares16.2K
Event2026-03-31
Filed2026-05-04
HD
-3.91%HOME DEPOT INC COM
Shares10.7K
Event2026-03-31
Filed2026-05-04
IVV
-0.15%ISHARES CORE S&P 500 ETF
Shares5.3K
Event2026-03-31
Filed2026-05-04
PG
1.34%PROCTER & GAMBLE COMPANY
Shares23.5K
Event2026-03-31
Filed2026-05-04
GLD
10.80%SPDR GOLD SHARES
Shares7.4K
Event2026-03-31
Filed2026-05-04
PEP
-4.68%PEPSICO INC COM
Shares19.7K
Event2026-03-31
Filed2026-05-04
AEP
111.53%AMERICAN ELEC PWR INC COM
Shares22.3K
Event2026-03-31
Filed2026-05-04
VICI
146.82%VICI PPTYS INC COM
Shares102.2K
Event2026-03-31
Filed2026-05-04
NNN
81.50%NATIONAL RETAIL PPTYS INC COM
Shares55.1K
Event2026-03-31
Filed2026-05-04
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM
Shares53.1K
Event2026-03-31
Filed2026-05-04
UNH
-16.91%UNITEDHEALTH GROUP INC COM
Shares7.4K
Event2026-03-31
Filed2026-05-04
O
0.22%REALTY INCOME CORP COM
Shares30.9K
Event2026-03-31
Filed2026-05-04
XLF
0.49%FINANCIAL SELECT SECTOR SPDR FUND
Shares38.2K
Event2026-03-31
Filed2026-05-04
KO
2.13%COCA COLA CO COM
Shares24.2K
Event2026-03-31
Filed2026-05-04
USB
-1.15%US BANCORP DEL COM NEW
Shares34.3K
Event2026-03-31
Filed2026-05-04
PNW
24.09%PINNACLE WEST CAP CORP COM
Shares17.4K
Event2026-03-31
Filed2026-05-04
NWE
2.22%NORTHWESTERN ENERGY GROUP INC COM NEW
Shares26.5K
Event2026-03-31
Filed2026-05-04
EVRG
-0.62%EVERGY INC COM
Shares21.2K
Event2026-03-31
Filed2026-05-04
NFLX
11.50%NETFLIX INC COM
Shares17.9K
Event2026-03-31
Filed2026-05-04
MU
-60.47%MICRON TECHNOLOGY INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-04
PM
1.47%PHILIP MORRIS INTL INC COM
Shares10.0K
Event2026-03-31
Filed2026-05-04
WELL
-0.60%WELLTOWER INC COM
Shares8.3K
Event2026-03-31
Filed2026-05-04
AMD
-18.35%ADVANCED MICRO DEVICES INC COM
Shares7.8K
Event2026-03-31
Filed2026-05-04
HON
-2.88%HONEYWELL INTL INC COM
Shares6.8K
Event2026-03-31
Filed2026-05-04
GENERAL ELECTRIC CO COM
-1.84%GENERAL ELECTRIC CO COM
Shares5.2K
Event2026-03-31
Filed2026-05-04
CSCO
33.30%CISCO SYS INC COM
Shares18.9K
Event2026-03-31
Filed2026-05-04
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares3.3K
Event2026-03-31
Filed2026-05-04
VZ
-4.49%VERIZON COMMUNICATIONS INC.
Shares26.9K
Event2026-03-31
Filed2026-05-04
PLD
-0.16%PROLOGIS INC COM
Shares10.2K
Event2026-03-31
Filed2026-05-04
WSM
-6.29%WILLIAMS SONOMA INC COM
Shares7.2K
Event2026-03-31
Filed2026-05-04
DIS
-4.71%DISNEY WALT CO COM DISNEY
Shares13.3K
Event2026-03-31
Filed2026-05-04
BAC-PL
0.00%BANK AMERICA CORP 7.25CNV PFD L
Shares1.1K
Event2026-03-31
Filed2026-05-04
SOXX
1.73%ISHARES SEMICONDUCTOR ETF
Shares3.8K
Event2026-03-31
Filed2026-05-04
CITIGROUP INC COM NEW
-19.65%CITIGROUP INC COM NEW
Shares11.0K
Event2026-03-31
Filed2026-05-04
QQQX
-2.51%NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS
Shares46.5K
Event2026-03-31
Filed2026-05-04
NSC
-0.12%NORFOLK SOUTHERN CORP COM
Shares4.3K
Event2026-03-31
Filed2026-05-04
PKST
NewPEAKSTONE REALTY TRUST COMMON SHARES
Shares58.5K
Event2026-03-31
Filed2026-05-04
WFC-PL
0.00%WELLS FARGO & CO PERP PFD CNV A
Shares1.0K
Event2026-03-31
Filed2026-05-04
DE
2.14%DEERE & CO COM
Shares2.1K
Event2026-03-31
Filed2026-05-04
MA
2.21%MASTERCARD INC CL A
Shares2.4K
Event2026-03-31
Filed2026-05-04
GEV
-4.13%GE VERNOVA INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-04
XLC
0.00%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares10.2K
Event2026-03-31
Filed2026-05-04
STAG
-1.62%STAG INDL INC COM
Shares30.3K
Event2026-03-31
Filed2026-05-04
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares2.7K
Event2026-03-31
Filed2026-05-04
CARR
33.38%CARRIER GLOBAL CORPORATION COM
Shares18.1K
Event2026-03-31
Filed2026-05-04
PLTR
2.00%PALANTIR TECHNOLOGIES INC CL A
Shares6.8K
Event2026-03-31
Filed2026-05-04
NI
0.02%NISOURCE INC COM
Shares20.8K
Event2026-03-31
Filed2026-05-04
MERCK & CO INC COM
5.69%MERCK & CO INC COM
Shares8.1K
Event2026-03-31
Filed2026-05-04
QCOM
-9.46%QUALCOMM INC COM
Shares7.2K
Event2026-03-31
Filed2026-05-04
EGP
-12.40%EASTGROUP PPTY INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-04
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares4.6K
Event2026-03-31
Filed2026-05-04
DLR
0.00%DIGITAL RLTY TR INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-04
OEF
-0.15%ISHARES S&P 100 ETF
Shares2.6K
Event2026-03-31
Filed2026-05-04
INTC
-0.33%INTEL CORP COM
Shares18.6K
Event2026-03-31
Filed2026-05-04
XLI
0.00%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares4.8K
Event2026-03-31
Filed2026-05-04
WTRG
13.18%ESSENTIAL UTILS INC COM
Shares19.3K
Event2026-03-31
Filed2026-05-04
NHI
-1.66%NATIONAL HEALTH INVS INC COM
Shares8.9K
Event2026-03-31
Filed2026-05-04
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares1
Event2026-03-31
Filed2026-05-04
GS
0.73%GOLDMAN SACHS GROUP INC COM
Shares827
Event2026-03-31
Filed2026-05-04
PREF
0.00%PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF
Shares36.6K
Event2026-03-31
Filed2026-05-04
GLW
0.00%CORNING INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-04
HACK
-5.78%AMPLIFY CYBERSECURITY ETF
Shares9.0K
Event2026-03-31
Filed2026-05-04
ADC
-1.58%AGREE RLTY CORP COM
Shares8.8K
Event2026-03-31
Filed2026-05-04
AHR
100.00%AMERICAN HEALTHCARE REIT INC COM SHS
Shares14.0K
Event2026-03-31
Filed2026-05-04
GLPI
-2.03%GAMING & LEISURE PPTYS INC COM
Shares14.8K
Event2026-03-31
Filed2026-05-04
MO
3.29%ALTRIA GROUP INC COM
Shares9.9K
Event2026-03-31
Filed2026-05-04
CTVA
2.29%CORTEVA INC COM
Shares7.7K
Event2026-03-31
Filed2026-05-04
SHEL
-4.18%ROYAL DUTCH SHELL PLC SPONS ADR A
Shares6.9K
Event2026-03-31
Filed2026-05-04
PSX
0.00%PHILLIPS 66 COM
Shares3.5K
Event2026-03-31
Filed2026-05-04
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares3.3K
Event2026-03-31
Filed2026-05-04
TMUS
NewT-MOBILE US INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-04
AWK
-5.35%AMERICAN WTR WKS CO INC NEW COM
Shares4.6K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH CORP COM NEW
-4.97%LAM RESEARCH CORP COM NEW
Shares2.9K
Event2026-03-31
Filed2026-05-04
OUTFRONT MEDIA INC COM
0.00%OUTFRONT MEDIA INC COM
Shares22.9K
Event2026-03-31
Filed2026-05-04
LOW
3.19%LOWES COS INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-04
IDU
0.00%ISHARES U.S. UTILITIES ETF
Shares5.2K
Event2026-03-31
Filed2026-05-04
LMT
11.49%LOCKHEED MARTIN CORP COM
Shares970
Event2026-03-31
Filed2026-05-04
EATON CORP PLC SHS
5.65%EATON CORP PLC SHS
Shares1.6K
Event2026-03-31
Filed2026-05-04
EQIX
-16.26%EQUINIX INC COM
Shares577
Event2026-03-31
Filed2026-05-04
TXN
0.00%TEXAS INSTRS INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-04
IWD
-3.64%ISHARES RUSSELL 1000 VALUE ETF
Shares2.6K
Event2026-03-31
Filed2026-05-04
DVY
-4.05%ISHARES SELECT DIVIDEND ETF
Shares3.6K
Event2026-03-31
Filed2026-05-04
MDLZ
-10.03%MONDELEZ INTL INC CL A
Shares9.3K
Event2026-03-31
Filed2026-05-04
PMAR
0.00%INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
Shares11.6K
Event2026-03-31
Filed2026-05-04
LINDE PLC SHS
9.58%LINDE PLC SHS
Shares1.0K
Event2026-03-31
Filed2026-05-04
MAA
-6.25%MID-AMER APT CMNTYS INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-04
CL
-1.68%COLGATE PALMOLIVE CO COM
Shares5.9K
Event2026-03-31
Filed2026-05-04
BMY
0.81%BRISTOL MYERS SQUIBB CO COM
Shares8.2K
Event2026-03-31
Filed2026-05-04
SPG
0.00%SIMON PPTY GROUP INC NEW COM
Shares2.6K
Event2026-03-31
Filed2026-05-04
VNQ
0.00%VANGUARD REIT ETF
Shares5.3K
Event2026-03-31
Filed2026-05-04
BP
28.53%BP PLC SPONSORED ADR
Shares9.9K
Event2026-03-31
Filed2026-05-04
SPXX
NewNUVEEN S&P 500 DYNAMIC OVERWRI COM
Shares28.3K
Event2026-03-31
Filed2026-05-04
SLV
-71.75%ISHARES SILVER TRUST
Shares6.7K
Event2026-03-31
Filed2026-05-04
MELI
-3.70%MERCADOLIBRE INC COM
Shares260
Event2026-03-31
Filed2026-05-04
VUG
0.00%VANGUARD GROWTH INDEX FUND
Shares1.0K
Event2026-03-31
Filed2026-05-04
KMB
-19.55%KIMBERLY CLARK CORP COM
Shares4.5K
Event2026-03-31
Filed2026-05-04
KYN
188.63%KAYNE ANDERSON MLP INVT CO COM
Shares28.9K
Event2026-03-31
Filed2026-05-04
PRU
0.00%PRUDENTIAL FINANCIAL, INC.
Shares4.2K
Event2026-03-31
Filed2026-05-04
SDY
0.00%STATE STREET SPDR S&P DIVIDEND ETF
Shares2.8K
Event2026-03-31
Filed2026-05-04
VLO
0.00%VALERO ENERGY CORP COM
Shares1.6K
Event2026-03-31
Filed2026-05-04
HASI
NewHA SUSTAINABLE INFRA CAP INC COM
Shares10.7K
Event2026-03-31
Filed2026-05-04
RFI
0.00%COHEN & STEERS TOTAL RETURN FD COM
Shares35.1K
Event2026-03-31
Filed2026-05-04
BKNG
3.37%BOOKING HOLDINGS INC COM
Shares92
Event2026-03-31
Filed2026-05-04
BRT
0.00%BRT APARTMENTS CORP COM
Shares29.0K
Event2026-03-31
Filed2026-05-04
CANADIAN PAC RY LTD COM
4.26%CANADIAN PAC RY LTD COM
Shares4.9K
Event2026-03-31
Filed2026-05-04
FPE
0.00%FIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares21.6K
Event2026-03-31
Filed2026-05-04
IJH
-1.13%ISHARES CORE S&P MID-CAP ETF
Shares5.7K
Event2026-03-31
Filed2026-05-04
AMT
-18.52%AMERICAN TOWER CORP NEW COM
Shares2.2K
Event2026-03-31
Filed2026-05-04
SYY
0.00%SYSCO CORP COM
Shares5.3K
Event2026-03-31
Filed2026-05-04
DHS
0.00%WISDOMTREE U.S. HIGH DIVIDEND FUND
Shares3.3K
Event2026-03-31
Filed2026-05-04
ATO
-1.27%ATMOS ENERGY CORP COM
Shares1.9K
Event2026-03-31
Filed2026-05-04
DGX
0.00%QUEST DIAGNOSTICS INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-04
EMR
31.45%EMERSON ELEC CO COM
Shares2.7K
Event2026-03-31
Filed2026-05-04
TJX
12.51%TJX COS INC NEW COM
Shares2.2K
Event2026-03-31
Filed2026-05-04
IFN
-1.90%ABERDEEN INDIA FD INC COM
Shares30.9K
Event2026-03-31
Filed2026-05-04
VANGUARD S&P 500 ETF
-0.51%VANGUARD S&P 500 ETF
Shares582
Event2026-03-31
Filed2026-05-04
VTI
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares1.1K
Event2026-03-31
Filed2026-05-04
PNQI
0.00%INVESCO NASDAQ INTERNET ETF
Shares7.7K
Event2026-03-31
Filed2026-05-04
AXP
-15.79%AMERICAN EXPRESS CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-04
ECL
7.63%ECOLAB INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-04
BBN
-2.97%BLACKROCK TAX MUNICPAL BD TR SHS
Shares20.4K
Event2026-03-31
Filed2026-05-04
IWV
0.00%ISHARES RUSSELL 3000 ETF
Shares864
Event2026-03-31
Filed2026-05-04
PJAN
NewINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
Shares6.9K
Event2026-03-31
Filed2026-05-04
ISRG
0.00%INTUITIVE SURGICAL INC COM NEW
Shares680
Event2026-03-31
Filed2026-05-04
PFE
-5.63%PFIZER INC COM
Shares10.9K
Event2026-03-31
Filed2026-05-04
TMO
-22.15%THERMO FISHER SCIENTIFIC INC COM
Shares601
Event2026-03-31
Filed2026-05-04
LAMR
0.00%LAMAR ADVERTISING CO NEW CL A
Shares2.3K
Event2026-03-31
Filed2026-05-04
T
-19.80%AT&T INC COM
Shares10.0K
Event2026-03-31
Filed2026-05-04
NVO
-29.10%NOVO-NORDISK A S ADR
Shares7.8K
Event2026-03-31
Filed2026-05-04
AXON
55.12%TASER INTL INC COM
Shares667
Event2026-03-31
Filed2026-05-04
BLACKROCK INC COM
19.03%BLACKROCK INC COM
Shares294
Event2026-03-31
Filed2026-05-04
QLD
0.00%PROSHARES ULTRA QQQ
Shares4.6K
Event2026-03-31
Filed2026-05-04
AMP
-22.89%AMERIPRISE FINL INC COM
Shares630
Event2026-03-31
Filed2026-05-04
ENB
-2.35%ENBRIDGE INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-04
BE
NewBLOOM ENERGY CORP COM CL A
Shares2.0K
Event2026-03-31
Filed2026-05-04
KLAC
NewKLA CORP COM NEW
Shares185
Event2026-03-31
Filed2026-05-04
EPR-PE
0.00%EPR PPTYS CONV PFD 9 SR E
Shares8.9K
Event2026-03-31
Filed2026-05-04
IJR
-3.14%ISHARES CORE S&P SMALL-CAP ETF
Shares2.2K
Event2026-03-31
Filed2026-05-04
NVS
0.00%NOVARTIS A G SPONSORED ADR
Shares1.8K
Event2026-03-31
Filed2026-05-04
ANNALY CAPITAL MANAGEMENT INC COM NEW
0.09%ANNALY CAPITAL MANAGEMENT INC COM NEW
Shares11.8K
Event2026-03-31
Filed2026-05-04
EFA
0.00%ISHARES MSCI EAFE ETF
Shares2.6K
Event2026-03-31
Filed2026-05-04
TT
9.25%INGERSOLL-RAND PLC SHS
Shares567
Event2026-03-31
Filed2026-05-04
YUM
-0.39%YUM BRANDS INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-04
UNILEVER PLC SPON ADR NEW
0.00%UNILEVER PLC SPON ADR NEW
Shares4.1K
Event2026-03-31
Filed2026-05-04
GRMN
0.00%GARMIN LTD SHS
Shares1.0K
Event2026-03-31
Filed2026-05-04
PJUL
-4.29%INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
Shares5.0K
Event2026-03-31
Filed2026-05-04
SCHB
0.00%SCHWAB U.S. BROAD MARKET ETF
Shares9.2K
Event2026-03-31
Filed2026-05-04
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP COM
Shares2.8K
Event2026-03-31
Filed2026-05-04
EIPI
NewFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
Shares10.2K
Event2026-03-31
Filed2026-05-04
ISHARES COMEX GOLD TRUST
-60.07%ISHARES COMEX GOLD TRUST
Shares2.6K
Event2026-03-31
Filed2026-05-04
ELV
-1.90%ANTHEM INC COM
Shares776
Event2026-03-31
Filed2026-05-04
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares4.3K
Event2026-03-31
Filed2026-05-04
PYPL
-6.60%PAYPAL HLDGS INC COM
Shares5.0K
Event2026-03-31
Filed2026-05-04
BDX
0.00%BECTON DICKINSON & CO COM
Shares1.4K
Event2026-03-31
Filed2026-05-04
ARISTA NETWORKS INC COM SHS
9.18%ARISTA NETWORKS INC COM SHS
Shares1.8K
Event2026-03-31
Filed2026-05-04
GENERAL DYNAMICS CORP COM
NewGENERAL DYNAMICS CORP COM
Shares624
Event2026-03-31
Filed2026-05-04
CLX
0.00%CLOROX CO DEL COM
Shares2.0K
Event2026-03-31
Filed2026-05-04
IWN
NewISHARES RUSSELL 2000 VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-04
AGM
0.00%FEDERAL AGRIC MTG CORP CL C
Shares1.4K
Event2026-03-31
Filed2026-05-04
BNOV
NewINNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER
Shares4.8K
Event2026-03-31
Filed2026-05-04
UWMC
6.25%UWM HOLDINGS CORPORATION COM CL A
Shares40.8K
Event2026-03-31
Filed2026-05-04
CGEN
-44.44%COMPUGEN LTD ORD
Shares50.0K
Event2026-03-31
Filed2026-05-04
MPW
21.77%MEDICAL PPTYS TRUST INC COM
Shares15.1K
Event2026-03-31
Filed2026-05-04
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available