Sponsored

The Analysis of Security National Bank's Holdings & P&L

Currently, Security National Bank holds 411 types of securities in its portfolio with a total value $686.7M. In the most recent quarter, they have increased their positions in WDEF (+73.6K shares, valued at $2.3M), N/A (+1.4K shares, valued at $1.4M), MO (+20.2K shares, valued at $1.3M); decreased their positions in N/A (-49.1K shares, valued at $5.6M), GXO (-91.3K shares, valued at $4.7M), NVDA (-7.9K shares, valued at $1.4M); initiated new positions in WDEF (+73.6K shares, valued at $2.3M), OPPJ (+15.5K shares, valued at $842.3K), RYN (+36.2K shares, valued at $747.2K).

1M P&L

+30.8M+4.17%

3M P&L

+56.9M+7.99%

HY P&L

+112.8M+17.20%

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/A162.9M

26.9%

2Semiconductors75.3M

12.4%

3Software - Infrastructure37.2M

6.1%

Top Industries by Stock Count

1N/A110 stocks

28.9%

2Software - Application15 stocks

3.9%

3Asset Management9 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION424.1K shares-1.84%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL62 shares0.00%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL69.2K shares-0.83%2026-03-312026-04-16

AAPL APPLE INC111.6K shares-0.73%2026-03-312026-04-16

MUSA MURPHY USA INC52.6K shares-0.05%2026-03-312026-04-16

MSFT MICROSOFT CORP50.2K shares0.73%2026-03-312026-04-16

AMZN AMAZON COM INC79.7K shares1.03%2026-03-312026-04-16

ASML ASML HLDG NV11.8K shares0.63%2026-03-312026-04-16

Sponsored

RTX RTX CORPORATION73.0K shares2.20%2026-03-312026-04-16

HOLA J P MORGAN EXCHANGE TRADED F260.0K shares-7.76%2026-03-312026-04-16

ALPHABET INC ALPHABET INC47.5K shares2.18%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC82.6K shares0.24%2026-03-312026-04-16

OUNZ VANECK MERK GOLD ETF283.0K shares5.83%2026-03-312026-04-16

TIPX SPDR SERIES TRUST648.7K shares2.40%2026-03-312026-04-16

V VISA INC40.8K shares2.64%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO39.5K shares2.47%2026-03-312026-04-16

Sponsored

GLW CORNING INC80.2K shares10.61%2026-03-312026-04-16

LOW LOWES COS INC45.8K shares1.39%2026-03-312026-04-16

KLAC KLA CORP6.7K shares1.21%2026-03-312026-04-16

SYK STRYKER CORPORATION28.9K shares1.36%2026-03-312026-04-16

NEE NEXTERA ENERGY INC101.5K shares2.09%2026-03-312026-04-16

IVV ISHARES TR14.3K shares6.20%2026-03-312026-04-16

BINV 2023 ETF SERIES TRUST226.3K shares6.85%2026-03-312026-04-16

SCCO SOUTHERN COPPER CORP54.1K shares1.78%2026-03-312026-04-16

Sponsored

BLACKROCK INC BLACKROCK INC8.9K shares18.96%2026-03-312026-04-16

MUR MURPHY OIL CORP197.8K shares-0.82%2026-03-312026-04-16

DIVO AMPLIFY ETF TR176.2K shares2.84%2026-03-312026-04-16

MTH MERITAGE HOMES CORP123.5K shares0.00%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION7.3K shares3.73%2026-03-312026-04-16

BROADCOM INC BROADCOM INC22.8K shares-1.43%2026-03-312026-04-16

FANG DIAMONDBACK ENERGY INC33.4K shares11.22%2026-03-312026-04-16

JPST J P MORGAN EXCHANGE TRADED F128.3K shares8.18%2026-03-312026-04-16

Sponsored

GRBK GREEN BRICK PARTNERS INC92.6K shares3.38%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC11.9K shares1.53%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS23.9K shares8.73%2026-03-312026-04-16

DE DEERE & CO10.2K shares3.42%2026-03-312026-04-16

NVT NVENT ELEC PLC48.2K shares8.63%2026-03-312026-04-16

HUBBELL INC HUBBELL INC11.6K shares4.71%2026-03-312026-04-16

VXF VANGUARD INDEX FDS26.3K shares-0.19%2026-03-312026-04-16

SNPS SYNOPSYS INC12.9K shares1.73%2026-03-312026-04-16

Sponsored

TRMB TRIMBLE INC76.6K shares3.74%2026-03-312026-04-16

CASY CASEYS GEN STORES INC6.5K shares1.32%2026-03-312026-04-16

CDX SIMPLIFY EXCHANGE TRADED FUN218.4K shares9.68%2026-03-312026-04-16

VMI VALMONT INDS INC11.2K shares-0.55%2026-03-312026-04-16

CAT CATERPILLAR INC5.6K shares-1.01%2026-03-312026-04-16

JEPI J P MORGAN EXCHANGE TRADED F69.5K shares4.97%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON15.3K shares0.74%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS6.2K shares-17.20%2026-03-312026-04-16

Sponsored

VTI VANGUARD INDEX FDS10.9K shares1.03%2026-03-312026-04-16

TE T1 ENERGY INC781.3K shares0.00%2026-03-312026-04-16

CB CHUBB LTD SWITZ10.2K shares1.27%2026-03-312026-04-16

SN SHARKNINJA INC30.0K shares35.86%2026-03-312026-04-16

BSX BOSTON SCIENTIFIC CORP49.0K shares0.73%2026-03-312026-04-16

NOW SERVICENOW INC28.7K shares-27.50%2026-03-312026-04-16

WM WASTE MGMT INC DEL13.0K shares1.86%2026-03-312026-04-16

MA MASTERCARD INCORPORATED5.8K shares-1.70%2026-03-312026-04-16

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN17.0K shares-0.47%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR4.4K shares34.65%2026-03-312026-04-16

IVW ISHARES TR21.4K shares7.56%2026-03-312026-04-16

WDEF WISDOMTREE TR73.6K sharesnew addition2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC5.2K shares9.90%2026-03-312026-04-16

UNP UNION PAC CORP9.1K shares-0.68%2026-03-312026-04-16

JEPQ J P MORGAN EXCHANGE TRADED F38.5K shares0.91%2026-03-312026-04-16

MO ALTRIA GROUP INC31.1K shares184.79%2026-03-312026-04-16

Sponsored

ABT ABBOTT LABORATORIES19.5K shares6.42%2026-03-312026-04-16

WEC ENERGY GROUP INC WEC ENERGY GROUP INC17.3K shares1.37%2026-03-312026-04-16

LLY ELI LILLY & CO2.2K shares-0.97%2026-03-312026-04-16

ALPHABET INC ALPHABET INC6.8K shares-0.45%2026-03-312026-04-16

PG PROCTER & GAMBLE CO12.7K shares7.61%2026-03-312026-04-16

HELO J P MORGAN EXCHANGE TRADED F28.3K shares21.53%2026-03-312026-04-16

PHYS SPROTT ASSET MANAGEMENT LP50.9K shares0.00%2026-03-312026-04-16

RPM RPM INTL INC15.9K shares8.39%2026-03-312026-04-16

Sponsored

XOM EXXON MOBIL CORP8.7K shares1.53%2026-03-312026-04-16

SIVR ABRDN SILVER ETF TRUST20.5K shares0.00%2026-03-312026-04-16

HBAN HUNTINGTON BANCSHARES INC84.9K shares552.56%2026-03-312026-04-16

HD HOME DEPOT INC3.9K shares0.39%2026-03-312026-04-16

FTRI FIRST TR EXCHANGE-TRADED FD63.0K shares45.29%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW3.1K shares-1.19%2026-03-312026-04-16

GSEW GOLDMAN SACHS ETF TR10.7K shares8.31%2026-03-312026-04-16

RCL ROYAL CARIBBEAN GROUP3.1K shares-0.19%2026-03-312026-04-16

Sponsored

OPPJ WISDOMTREE TR15.5K sharesnew addition2026-03-312026-04-16

ACWX ISHARES TR12.3K shares9.17%2026-03-312026-04-16

IJH ISHARES TR12.4K shares1.40%2026-03-312026-04-16

DVN DEVON ENERGY CORP NEW16.2K shares-0.50%2026-03-312026-04-16

PEP PEPSICO INC5.2K shares-5.28%2026-03-312026-04-16

IJR ISHARES TR6.3K shares2.47%2026-03-312026-04-16

CVX CHEVRON CORPORATION3.8K shares0.40%2026-03-312026-04-16

RYN RAYONIER INC36.2K sharesnew addition2026-03-312026-04-16

Sponsored

BSV VANGUARD BD INDEX FDS9.5K shares163.30%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-03-312026-04-16

SBUX STARBUCKS CORP7.8K shares0.82%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC1.5K shares-0.39%2026-03-312026-04-16

VTS VITESSE ENERGY INC37.5K shares16.93%2026-03-312026-04-16

AMGN AMGEN INC1.7K shares-2.62%2026-03-312026-04-16

IDV ISHARES TR13.7K shares0.00%2026-03-312026-04-16

META META PLATFORMS INC979 shares46.56%2026-03-312026-04-16

Sponsored

IWB ISHARES TR1.5K shares-10.96%2026-03-312026-04-16

MCD MCDONALDS CORP1.7K shares0.53%2026-03-312026-04-16

SKYH SKY HARBOUR GROUP CORPORATIO52.0K shares0.00%2026-03-312026-04-16

HON HONEYWELL INTL INC2.2K shares0.00%2026-03-312026-04-16

CRM SALESFORCE INC2.6K shares0.30%2026-03-312026-04-16

IPAC ISHARES TR6.4K shares17.34%2026-03-312026-04-16

GDX VANECK ETF TRUST5.2K shares20.85%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC1.3K shares-1.73%2026-03-312026-04-16

Sponsored

RF REGIONS FINANCIAL CORP NEW17.3K shares0.59%2026-03-312026-04-16

ARLP ALLIANCE RESOURCE PARTNERS L15.9K shares0.00%2026-03-312026-04-16

FELG FIDELITY COVINGTON TRUST11.1K shares0.00%2026-03-312026-04-16

GLTR ABRDN PRECIOUS METALS BASKET1.9K shares0.00%2026-03-312026-04-16

ZTS ZOETIS INC3.4K shares-0.18%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares40.46%2026-03-312026-04-16

VGT VANGUARD WORLD FD554 shares-10.65%2026-03-312026-04-16

MCHP MICROCHIP TECHNOLOGY INC.6.0K shares0.00%2026-03-312026-04-16

Sponsored

AM ANTERO MIDSTREAM CORP16.7K shares17.71%2026-03-312026-04-16

TSLA TESLA INC993 shares30.66%2026-03-312026-04-16

VLO VALERO ENERGY CORP1.5K shares0.00%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR4.1K shares2947.79%2026-03-312026-04-16

SPYD SPDR SERIES TRUST8.0K shares0.00%2026-03-312026-04-16

TXN TEXAS INSTRS INC1.8K shares0.00%2026-03-312026-04-16

BAC BANK AMERICA CORP7.3K shares21.34%2026-03-312026-04-16

WMT WALMART INC2.8K shares2.48%2026-03-312026-04-16

Sponsored

CITIGROUP INC CITIGROUP INC3.0K shares0.07%2026-03-312026-04-16

SLV ISHARES SILVER TR4.5K shares-8.20%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS4.8K shares2.52%2026-03-312026-04-16

GEV GE VERNOVA INC344 shares12.42%2026-03-312026-04-16

VTV VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-16

RSG REPUBLIC SVCS INC1.3K shares-8.23%2026-03-312026-04-16

NUE NUCOR CORP1.7K shares0.00%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC720 shares0.00%2026-03-312026-04-16

Sponsored

KO COCA COLA CO3.5K shares0.00%2026-03-312026-04-16

ABBV ABBVIE INC1.2K shares3.83%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR10.4K shares0.00%2026-03-312026-04-16

MGEE MGE ENERGY INC3.3K shares0.00%2026-03-312026-04-16

USB US BANCORP4.8K shares-10.87%2026-03-312026-04-16

VST VISTRA CORP1.6K shares0.00%2026-03-312026-04-16

TE.WS T1 ENERGY INC1.0M shares0.00%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS2.9K shares-24.00%2026-03-312026-04-16

Sponsored

UBER UBER TECHNOLOGIES INC3.3K shares2.20%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS1.6K shares-4.17%2026-03-312026-04-16

ODFL OLD DOMINION FREIGHT LINE IN1.2K shares0.00%2026-03-312026-04-16

IWF ISHARES TR491 shares0.00%2026-03-312026-04-16

ISTB ISHARES TR4.3K shares96.63%2026-03-312026-04-16

VUG VANGUARD INDEX FDS469 shares-9.11%2026-03-312026-04-16

PGR PROGRESSIVE CORP1.0K shares1.58%2026-03-312026-04-16

IJK ISHARES TR2.0K shares0.00%2026-03-312026-04-16

Sponsored

PAVE GLOBAL X FDS3.8K shares-0.71%2026-03-312026-04-16

PSX PHILLIPS 661.1K shares0.00%2026-03-312026-04-16

FPE FIRST TR EXCH TRADED FD III10.0K shares5.68%2026-03-312026-04-16

DVYE ISHARES INC4.9K shares0.00%2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC1.3K shares2.13%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC40 shares0.00%2026-03-312026-04-16

VDE VANGUARD WORLD FD955 shares0.00%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-04-16

Sponsored

DHR DANAHER CORP DEL850 shares0.00%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR1.2K shares0.00%2026-03-312026-04-16

CGDV CAPITAL GROUP DIVIDEND VALUE3.7K shares0.00%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC3.1K shares0.00%2026-03-312026-04-16

COP CONOCOPHILLIPS1.2K shares0.00%2026-03-312026-04-16

DINO HF SINCLAIR CORP2.4K shares-16.97%2026-03-312026-04-16

SPGI S&P GLOBAL INC342 shares2.09%2026-03-312026-04-16

USO UNITED STS OIL FD LP1.1K sharesnew addition2026-03-312026-04-16

Sponsored

IWV ISHARES TR379 shares-25.54%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO464 shares0.00%2026-03-312026-04-16

IJT ISHARES TR954 shares0.00%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC1.2K shares-97.62%2026-03-312026-04-16

BNO UNITED STS BRENT OIL FD LP2.6K sharesnew addition2026-03-312026-04-16

ET ENERGY TRANSFER L P7.0K shares0.00%2026-03-312026-04-16

ROP ROPER TECHNOLOGIES INC375 shares0.00%2026-03-312026-04-16

IRM IRON MTN INC DEL1.3K shares1.83%2026-03-312026-04-16

Sponsored

GSK PLC GSK PLC2.4K shares0.00%2026-03-312026-04-16

ULTA ULTA BEAUTY INC245 shares-3.92%2026-03-312026-04-16

ETFS GOLD TR ETFS GOLD TR2.8K shares0.00%2026-03-312026-04-16

IVE ISHARES TR569 shares-63.50%2026-03-312026-04-16

ECL ECOLAB INC450 shares0.00%2026-03-312026-04-16

T AT&T INC4.0K shares-1.21%2026-03-312026-04-16

FDN FIRST TR EXCHANGE-TRADED FD495 shares0.00%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC1.2K shares0.00%2026-03-312026-04-16

Sponsored

UGI UGI CORP NEW3.0K shares0.00%2026-03-312026-04-16

ADSK AUTODESK INC450 shares0.00%2026-03-312026-04-16

QCOM QUALCOMM INC829 shares-31.32%2026-03-312026-04-16

PCAR PACCAR INC920 shares0.00%2026-03-312026-04-16

DLX DELUXE CORP MEDIUM TERM NTS3.8K shares0.00%2026-03-312026-04-16

LYB LYONDELLBASELL INDUSTRIES NV1.3K shares0.00%2026-03-312026-04-16

PH PARKER-HANNIFIN CORP111 shares0.00%2026-03-312026-04-16

LINDE PLC LINDE PLC200 shares0.00%2026-03-312026-04-16

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C4.1K shares0.00%2026-03-312026-04-16

VRSK VERISK ANALYTICS INC515 shares0.00%2026-03-312026-04-16

COF CAPITAL ONE FINL CORP520 shares0.00%2026-03-312026-04-16

ILCB ISHARES TR1.1K shares-9.15%2026-03-312026-04-16

BOND PIMCO ETF TR1.0K shares0.00%2026-03-312026-04-16

IWR ISHARES TR960 shares0.00%2026-03-312026-04-16

EOG EOG RES INC645 shares0.00%2026-03-312026-04-16

COLD AMERICOLD REALTY TRUST INC8.0K shares0.00%2026-03-312026-04-16

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND456 shares0.00%2026-03-312026-04-16

VGIT VANGUARD SCOTTSDALE FDS1.5K sharesnew addition2026-03-312026-04-16

XLU SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-16

PFG PRINCIPAL FINANCIAL GROUP IN960 shares0.00%2026-03-312026-04-16

AMP AMERIPRISE FINL INC191 shares0.00%2026-03-312026-04-16

WFC WELLS FARGO & CO1.0K shares16.29%2026-03-312026-04-16

IDEV ISHARES TR976 shares0.00%2026-03-312026-04-16

GXO GXO LOGISTICS INCORPORATED1.5K shares-98.35%2026-03-312026-04-16

Sponsored

SMITHFIELD FOODS INC SMITHFIELD FOODS INC2.8K shares0.00%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO1.3K shares0.00%2026-03-312026-04-16

FSV FIRSTSERVICE CORP NEW553 shares0.00%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC283 shares-33.72%2026-03-312026-04-16

CTRA COTERRA ENERGY INC2.1K shares0.00%2026-03-312026-04-16

TJX TJX COS INC NEW464 shares8.92%2026-03-312026-04-16

OMC OMNICOM GROUP INC947 shares0.00%2026-03-312026-04-16

PFE PFIZER INC2.5K shares0.00%2026-03-312026-04-16

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD4.2K sharesnew addition2026-03-312026-04-16

NOBL PROSHARES TR642 sharesnew addition2026-03-312026-04-16

AGCO AGCO CORP574 shares10.60%2026-03-312026-04-16

IGSB ISHARES TR1.2K shares0.00%2026-03-312026-04-16

XLRE SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-04-16

SWKS SKYWORKS SOLUTIONS INC1.2K shares0.00%2026-03-312026-04-16

ENB ENBRIDGE INC1.2K shares0.00%2026-03-312026-04-16

QUAL ISHARES TR330 shares385.29%2026-03-312026-04-16

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN390 shares0.00%2026-03-312026-04-16

LQD ISHARES TR560 shares0.00%2026-03-312026-04-16

KBDC KAYNE ANDERSON BDC INC4.4K shares0.00%2026-03-312026-04-16

ALC ALCON AG800 shares0.00%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND130 shares0.00%2026-03-312026-04-16

CIGI COLLIERS INTL GROUP INC553 shares0.00%2026-03-312026-04-16

PAYX PAYCHEX INC640 shares0.00%2026-03-312026-04-16

GLD SPDR GOLD TR137 shares0.00%2026-03-312026-04-16

Sponsored

APLE APPLE HOSPITALITY REIT INC5.1K shares0.00%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE206 shares171.05%2026-03-312026-04-16

IDU ISHARES TR500 shares0.00%2026-03-312026-04-16

WEN WENDYS CO8.1K shares0.00%2026-03-312026-04-16

BXSL BLACKSTONE SECD LENDING FD2.4K shares0.00%2026-03-312026-04-16

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC2.4K sharesnew addition2026-03-312026-04-16

ARCC ARES CAPITAL CORP3.0K shares0.00%2026-03-312026-04-16

TROW PRICE T ROWE GROUP INC600 shares0.00%2026-03-312026-04-16

Sponsored

BCSF BAIN CAP SPECIALTY FIN INC4.4K shares0.00%2026-03-312026-04-16

MATX MATSON INC328 shares0.00%2026-03-312026-04-16

CGBD CARLYLE SECURED LENDING INC4.9K shares0.00%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS1.1K shares-32.40%2026-03-312026-04-16

ITT INC ITT INC275 shares0.00%2026-03-312026-04-16

GUNR FLEXSHARES TR945 shares0.00%2026-03-312026-04-16

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING4.6K shares0.00%2026-03-312026-04-16

HTGC HERCULES CAPITAL INC3.5K shares0.00%2026-03-312026-04-16

Sponsored

MTN VAIL RESORTS INC398 shares0.00%2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR1.0K sharesnew addition2026-03-312026-04-16

IBB ISHARES TR300 shares0.00%2026-03-312026-04-16

TDG TRANSDIGM GROUP INC43 shares7.50%2026-03-312026-04-16

NKE NIKE INC894 shares0.00%2026-03-312026-04-16

BDX BECTON DICKINSON & CO295 shares0.00%2026-03-312026-04-16

STLD STEEL DYNAMICS INC251 shares0.00%2026-03-312026-04-16

OKE ONEOK INC NEW495 shares0.00%2026-03-312026-04-16

Sponsored

FWD AB ACTIVE ETFS INC411 shares0.00%2026-03-312026-04-16

UPBD UPBOUND GROUP INC2.5K shares0.00%2026-03-312026-04-16

ADBE ADOBE INC179 shares0.00%2026-03-312026-04-16

SPYG SPDR SERIES TRUST443 shares0.00%2026-03-312026-04-16

VV VANGUARD INDEX FDS144 shares0.00%2026-03-312026-04-16

DIS DISNEY WALT CO425 shares6.25%2026-03-312026-04-16

EW EDWARDS LIFESCIENCES CORP500 shares0.00%2026-03-312026-04-16

NGVT INGEVITY CORP559 shares0.00%2026-03-312026-04-16

Sponsored

PRU PRUDENTIAL FINL INC400 shares0.00%2026-03-312026-04-16

FVD FIRST TR EXCHANGE-TRADED FD823 sharesnew addition2026-03-312026-04-16

F FORD MTR CO3.3K sharesnew addition2026-03-312026-04-16

TGT TARGET CORP300 shares0.00%2026-03-312026-04-16

FDX FEDEX CORP100 shares0.00%2026-03-312026-04-16

CAG CONAGRA BRANDS INC2.2K shares0.00%2026-03-312026-04-16

AAL AMERICAN AIRLINES GROUP INC3.2K sharesnew addition2026-03-312026-04-16

FI FISERV INC600 shares-50.00%2026-03-312026-04-16

Sponsored

EPD ENTERPRISE PRODS PARTNERS L875 shares0.00%2026-03-312026-04-16

BOC BOSTON OMAHA CORP2.8K shares0.00%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC267 shares-83.64%2026-03-312026-04-16

VHT VANGUARD WORLD FD114 shares0.00%2026-03-312026-04-16

MDY STATE STR SPDR S&P MIDCAP 4048 shares0.00%2026-03-312026-04-16

PVAL PUTNAM ETF TRUST626 sharesnew addition2026-03-312026-04-16

EXPD EXPEDITORS INTL WASH INC200 shares0.00%2026-03-312026-04-16

PHM PULTE GROUP INC243 shares-23.34%2026-03-312026-04-16

Sponsored

CCOI COGENT COMM HOLDINGS INC1.5K sharesnew addition2026-03-312026-04-16

PPG PPG INDS INC249 shares0.00%2026-03-312026-04-16

VIGI VANGUARD WHITEHALL FDS299 sharesnew addition2026-03-312026-04-16

EMR EMERSON ELEC CO200 shares0.00%2026-03-312026-04-16

AMT AMERICAN TOWER CORP150 shares0.00%2026-03-312026-04-16

LW LAMB WESTON HLDGS INC612 shares0.00%2026-03-312026-04-16

UAMY UNITED STATES ANTIMONY CORP3.0K shares0.00%2026-03-312026-04-16

MMM 3M CO160 shares0.00%2026-03-312026-04-16

Sponsored

EWC ISHARES INC409 shares0.00%2026-03-312026-04-16

NFRA FLEXSHARES TR350 shares0.00%2026-03-312026-04-16

PAA PLAINS ALL AMERN PIPELINE L1.0K shares0.00%2026-03-312026-04-16

VGLT VANGUARD SCOTTSDALE FDS400 sharesnew addition2026-03-312026-04-16

ICLR ICON PLC200 shares0.00%2026-03-312026-04-16

MS MORGAN STANLEY131 sharesnew addition2026-03-312026-04-16

SDVY FIRST TR EXCHANGE TRADED FD541 sharesnew addition2026-03-312026-04-16

EXP EAGLE MATLS INC111 shares0.00%2026-03-312026-04-16

Sponsored

FTLS FIRST TR EXCH TRADED FD III297 sharesnew addition2026-03-312026-04-16

HOOD ROBINHOOD MKTS INC300 shares0.00%2026-03-312026-04-16

USMV ISHARES TR221 shares121.00%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC200 shares0.00%2026-03-312026-04-16

ESML ISHARES TR411 sharesnew addition2026-03-312026-04-16

SHW SHERWIN WILLIAMS CO60 shares0.00%2026-03-312026-04-16

NDAQ NASDAQ INC226 sharesnew addition2026-03-312026-04-16

CHD CHURCH & DWIGHT CO INC201 shares0.00%2026-03-312026-04-16

Sponsored

DAL DELTA AIR LINES INC282 sharesnew addition2026-03-312026-04-16

SHEL SHELL PLC200 shares0.00%2026-03-312026-04-16

TTWO TAKE-TWO INTERACTIVE SOFTWAR93 sharesnew addition2026-03-312026-04-16

EBAY EBAY INC.200 shares0.00%2026-03-312026-04-16

AZO AUTOZONE INC5 shares66.67%2026-03-312026-04-16

MATCH GROUP INC NEW MATCH GROUP INC NEW548 sharesnew addition2026-03-312026-04-16

NFLX NETFLIX INC.170 shares30.77%2026-03-312026-04-16

VLTO VERALTO CORP182 shares0.00%2026-03-312026-04-16

Sponsored

D DOMINION ENERGY INC259 shares0.00%2026-03-312026-04-16

FLQM FRANKLIN TEMPLETON ETF TR290 sharesnew addition2026-03-312026-04-16

CRDF CARDIFF ONCOLOGY INC9.8K shares0.00%2026-03-312026-04-16

NXTG FIRST TR EXCHANGE-TRADED FD138 shares200.00%2026-03-312026-04-16

FTV FORTIVE CORP273 shares0.00%2026-03-312026-04-16

CDNS CADENCE DESIGN SYSTEM INC53 shares0.00%2026-03-312026-04-16

ADP AUTOMATIC DATA PROCESSING IN68 shares0.00%2026-03-312026-04-16

URI UNITED RENTALS INC18 shares38.46%2026-03-312026-04-16

Sponsored

AIG AMERICAN INTL GROUP INC174 sharesnew addition2026-03-312026-04-16

THE CIGNA GROUP THE CIGNA GROUP49 shares0.00%2026-03-312026-04-16

BKR BAKER HUGHES COMPANY214 shares0.00%2026-03-312026-04-16

RYAAY RYANAIR HOLDINGS PLC226 sharesnew addition2026-03-312026-04-16

WAT WATERS CORP42 shares1300.00%2026-03-312026-04-16

LAD LITHIA MTRS INC50 shares0.00%2026-03-312026-04-16

TIDAL TRUST II TIDAL TRUST II400 sharesnew addition2026-03-312026-04-16

RKT ROCKET COS INC837 shares116.84%2026-03-312026-04-16

Sponsored

POWR ISHARES INC450 shares0.00%2026-03-312026-04-16

CSL CARLISLE COS INC35 shares0.00%2026-03-312026-04-16

RMD RESMED INC50 shares0.00%2026-03-312026-04-16

CPRT COPART INC336 shares42.37%2026-03-312026-04-16

BA BOEING CO56 shares273.33%2026-03-312026-04-16

AMAT APPLIED MATLS INC32 shares0.00%2026-03-312026-04-16

FND FLOOR & DECOR HLDGS INC200 shares0.00%2026-03-312026-04-16

CTAS CINTAS CORP60 shares0.00%2026-03-312026-04-16

Sponsored

CHE CHEMED CORP NEW25 shares0.00%2026-03-312026-04-16

BP BP PLC200 shares0.00%2026-03-312026-04-16

PYPL PAYPAL HLDGS INC200 shares0.00%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC100 shares0.00%2026-03-312026-04-16

A AGILENT TECHNOLOGIES INC76 shares0.00%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO100 shares-50.00%2026-03-312026-04-16

SNDL INC SNDL INC6.4K shares0.00%2026-03-312026-04-16

MNST MONSTER BEVERAGE CORP NEW90 shares0.00%2026-03-312026-04-16

Sponsored

APLD APPLIED DIGITAL CORP261 sharesnew addition2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC29 sharesnew addition2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC7 sharesnew addition2026-03-312026-04-16

MET METLIFE INC82 shares95.24%2026-03-312026-04-16

VRTX VERTEX PHARMACEUTICALS INC12 shares0.00%2026-03-312026-04-16

YOLO ADVISORSHARES TR1.9K shares0.00%2026-03-312026-04-16

POOL POOL CORP25 shares0.00%2026-03-312026-04-16

FITB FIFTH THIRD BANCORP108 sharesnew addition2026-03-312026-04-16

Sponsored

PWR QUANTA SVCS INC9 sharesnew addition2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F34 sharesnew addition2026-03-312026-04-16

ROST ROSS STORES INC21 sharesnew addition2026-03-312026-04-16

LUV SOUTHWEST AIRLS CO121 shares0.00%2026-03-312026-04-16

CBOE CBOE GLOBAL MKTS INC16 shares0.00%2026-03-312026-04-16

ORCL ORACLE CORP30 shares-88.14%2026-03-312026-04-16

XEL XCEL ENERGY INC55 sharesnew addition2026-03-312026-04-16

VBR VANGUARD INDEX FDS19 shares0.00%2026-03-312026-04-16

Sponsored

CSCO CISCO SYS INC51 sharesnew addition2026-03-312026-04-16

VBK VANGUARD INDEX FDS13 shares0.00%2026-03-312026-04-16

VNT VONTIER CORPORATION109 shares0.00%2026-03-312026-04-16

RAL RALLIANT CORP91 shares0.00%2026-03-312026-04-16

MTD METTLER TOLEDO INTERNATIONAL3 shares0.00%2026-03-312026-04-16

BUFR FIRST TR EXCHNG TRADED FD VI107 sharesnew addition2026-03-312026-04-16

TMUS T-MOBILE US INC17 sharesnew addition2026-03-312026-04-16

TPR TAPESTRY INC25 sharesnew addition2026-03-312026-04-16

Sponsored

HEQT SIMPLIFY EXCHANGE TRADED FUN111 sharesnew addition2026-03-312026-04-16

MCK MCKESSON CORP4 shares0.00%2026-03-312026-04-16

PKG PACKAGING CORP AMER16 sharesnew addition2026-03-312026-04-16

DG DOLLAR GEN CORP28 sharesnew addition2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC22 shares0.00%2026-03-312026-04-16

VEEV VEEVA SYS INC17 shares0.00%2026-03-312026-04-16

CMG CHIPOTLE MEXICAN GRILL INC86 shares0.00%2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP9 sharesnew addition2026-03-312026-04-16

Sponsored

JFB JFB CONSTR HLDGS400 sharesnew addition2026-03-312026-04-16

MDLZ MONDELEZ INTL INC42 sharesnew addition2026-03-312026-04-16

SLB SLB LIMITED47 sharesnew addition2026-03-312026-04-16

MP MP MATERIALS CORP50 shares0.00%2026-03-312026-04-16

APP APPLOVIN CORP6 shares0.00%2026-03-312026-04-16

COWZ PACER FDS TR37 sharesnew addition2026-03-312026-04-16

CBRE CBRE GROUP INC17 sharesnew addition2026-03-312026-04-16

RACE FERRARI N V6 shares0.00%2026-03-312026-04-16

Sponsored

MBSF VALUED ADVISERS TR78 sharesnew addition2026-03-312026-04-16

IGRO ISHARES TR23 sharesnew addition2026-03-312026-04-16

DGRO ISHARES TR27 sharesnew addition2026-03-312026-04-16

ARISTA NETWORKS INC ARISTA NETWORKS INC15 shares0.00%2026-03-312026-04-16

AGOX STARBOARD INVT TR68 sharesnew addition2026-03-312026-04-16

SAIA SAIA INC5 shares0.00%2026-03-312026-04-16

KKR & CO INC KKR & CO INC18 sharesnew addition2026-03-312026-04-16

SHOP SHOPIFY INC14 shares0.00%2026-03-312026-04-16

Sponsored

TXRH TEXAS ROADHOUSE INC10 shares0.00%2026-03-312026-04-16

OTIS OTIS WORLDWIDE CORP21 shares0.00%2026-03-312026-04-16

FLTR VANECK ETF TRUST62 sharesnew addition2026-03-312026-04-16

FLBL FRANKLIN TEMPLETON ETF TR66 sharesnew addition2026-03-312026-04-16

TSCO TRACTOR SUPPLY CO33 shares0.00%2026-03-312026-04-16

CELH CELSIUS HLDGS INC41 shares0.00%2026-03-312026-04-16

AVEM AMERICAN CENTY ETF TR18 sharesnew addition2026-03-312026-04-16

ALAB ASTERA LABS INC13 shares0.00%2026-03-312026-04-16

Sponsored

OGI ORGANIGRAM GLOBAL INC1.1K shares0.00%2026-03-312026-04-16

INTU INTUIT3 shares0.00%2026-03-312026-04-16

AXON AXON ENTERPRISE INC3 shares0.00%2026-03-312026-04-16

RDDT REDDIT INC9 shares0.00%2026-03-312026-04-16

GMAB GENMAB A/S45 shares0.00%2026-03-312026-04-16

TDV PROSHARES TR13 sharesnew addition2026-03-312026-04-16

MANH MANHATTAN ASSOCIATES INC8 shares0.00%2026-03-312026-04-16

ONON ON HLDG AG31 shares0.00%2026-03-312026-04-16

Sponsored

CMCSA COMCAST CORP NEW35 sharesnew addition2026-03-312026-04-16

FLWS 1 800 FLOWERS COM INC299 sharesnew addition2026-03-312026-04-16

NOK NOKIA CORP100 shares0.00%2026-03-312026-04-16

LULU LULULEMON ATHLETICA INC5 shares0.00%2026-03-312026-04-16

TREX TREX INC20 shares0.00%2026-03-312026-04-16

SOUN SOUNDHOUND AI INC100 sharesnew addition2026-03-312026-04-16

CAVA CAVA GROUP INC3 shares0.00%2026-03-312026-04-16

BHF BRIGHTHOUSE FINL INC3 shares0.00%2026-03-312026-04-16

Sponsored

SAN BANCO SANTANDER SA7 sharesnew addition2026-03-312026-04-16

SEVN SEVEN HILLS REALTY TRUST1 sharesnew addition2026-03-312026-04-16

SVC SERVICE PPTYS TR1 sharesnew addition2026-03-312026-04-16

NVDA

NVIDIA CORPORATION

-1.84%

Shares424.1K

Event2026-03-31

Filed2026-04-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares62

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-0.83%

Shares69.2K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.73%

Shares111.6K

Event2026-03-31

Filed2026-04-16

MUSA

MURPHY USA INC

-0.05%

Shares52.6K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

0.73%

Shares50.2K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

1.03%

Shares79.7K

Event2026-03-31

Filed2026-04-16

ASML

ASML HLDG NV

0.63%

Shares11.8K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

2.20%

Shares73.0K

Event2026-03-31

Filed2026-04-16

HOLA

J P MORGAN EXCHANGE TRADED F

-7.76%

Shares260.0K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

2.18%

Shares47.5K

Event2026-03-31

Filed2026-04-16

PANW

PALO ALTO NETWORKS INC

0.24%

Shares82.6K

Event2026-03-31

Filed2026-04-16

OUNZ

VANECK MERK GOLD ETF

5.83%

Shares283.0K

Event2026-03-31

Filed2026-04-16

TIPX

SPDR SERIES TRUST

2.40%

Shares648.7K

Event2026-03-31

Filed2026-04-16

VISA INC

2.64%

Shares40.8K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

2.47%

Shares39.5K

Event2026-03-31

Filed2026-04-16

GLW

CORNING INC

10.61%

Shares80.2K

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

1.39%

Shares45.8K

Event2026-03-31

Filed2026-04-16

KLAC

KLA CORP

1.21%

Shares6.7K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

1.36%

Shares28.9K

Event2026-03-31

Filed2026-04-16

NEE

NEXTERA ENERGY INC

2.09%

Shares101.5K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

6.20%

Shares14.3K

Event2026-03-31

Filed2026-04-16

BINV

2023 ETF SERIES TRUST

6.85%

Shares226.3K

Event2026-03-31

Filed2026-04-16

SCCO

SOUTHERN COPPER CORP

1.78%

Shares54.1K

Event2026-03-31

Filed2026-04-16

BLACKROCK INC

18.96%

Shares8.9K

Event2026-03-31

Filed2026-04-16

MUR

MURPHY OIL CORP

-0.82%

Shares197.8K

Event2026-03-31

Filed2026-04-16

DIVO

AMPLIFY ETF TR

2.84%

Shares176.2K

Event2026-03-31

Filed2026-04-16

MTH

MERITAGE HOMES CORP

0.00%

Shares123.5K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

3.73%

Shares7.3K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

-1.43%

Shares22.8K

Event2026-03-31

Filed2026-04-16

FANG

DIAMONDBACK ENERGY INC

11.22%

Shares33.4K

Event2026-03-31

Filed2026-04-16

JPST

J P MORGAN EXCHANGE TRADED F

8.18%

Shares128.3K

Event2026-03-31

Filed2026-04-16

GRBK

GREEN BRICK PARTNERS INC

3.38%

Shares92.6K

Event2026-03-31

Filed2026-04-16

TMO

THERMO FISHER SCIENTIFIC INC

1.53%

Shares11.9K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

8.73%

Shares23.9K

Event2026-03-31

Filed2026-04-16

DEERE & CO

3.42%

Shares10.2K

Event2026-03-31

Filed2026-04-16

NVT

NVENT ELEC PLC

8.63%

Shares48.2K

Event2026-03-31

Filed2026-04-16

HUBBELL INC

4.71%

Shares11.6K

Event2026-03-31

Filed2026-04-16

VXF

VANGUARD INDEX FDS

-0.19%

Shares26.3K

Event2026-03-31

Filed2026-04-16

SNPS

SYNOPSYS INC

1.73%

Shares12.9K

Event2026-03-31

Filed2026-04-16

TRMB

TRIMBLE INC

3.74%

Shares76.6K

Event2026-03-31

Filed2026-04-16

CASY

CASEYS GEN STORES INC

1.32%

Shares6.5K

Event2026-03-31

Filed2026-04-16

CDX

SIMPLIFY EXCHANGE TRADED FUN

9.68%

Shares218.4K

Event2026-03-31

Filed2026-04-16

VMI

VALMONT INDS INC

-0.55%

Shares11.2K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

-1.01%

Shares5.6K

Event2026-03-31

Filed2026-04-16

JEPI

J P MORGAN EXCHANGE TRADED F

4.97%

Shares69.5K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

0.74%

Shares15.3K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-17.20%

Shares6.2K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

1.03%

Shares10.9K

Event2026-03-31

Filed2026-04-16

T1 ENERGY INC

0.00%

Shares781.3K

Event2026-03-31

Filed2026-04-16

CHUBB LTD SWITZ

1.27%

Shares10.2K

Event2026-03-31

Filed2026-04-16

SHARKNINJA INC

35.86%

Shares30.0K

Event2026-03-31

Filed2026-04-16

BSX

BOSTON SCIENTIFIC CORP

0.73%

Shares49.0K

Event2026-03-31

Filed2026-04-16

NOW

SERVICENOW INC

-27.50%

Shares28.7K

Event2026-03-31

Filed2026-04-16

WASTE MGMT INC DEL

1.86%

Shares13.0K

Event2026-03-31

Filed2026-04-16

MASTERCARD INCORPORATED

-1.70%

Shares5.8K

Event2026-03-31

Filed2026-04-16

BROADRIDGE FINL SOLUTIONS IN

-0.47%

Shares17.0K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

34.65%

Shares4.4K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

7.56%

Shares21.4K

Event2026-03-31

Filed2026-04-16

WDEF

WISDOMTREE TR

New

Shares73.6K

Event2026-03-31

Filed2026-04-16

MSI

MOTOROLA SOLUTIONS INC

9.90%

Shares5.2K

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

-0.68%

Shares9.1K

Event2026-03-31

Filed2026-04-16

JEPQ

J P MORGAN EXCHANGE TRADED F

0.91%

Shares38.5K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

184.79%

Shares31.1K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

6.42%

Shares19.5K

Event2026-03-31

Filed2026-04-16

WEC ENERGY GROUP INC

1.37%

Shares17.3K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

-0.97%

Shares2.2K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-0.45%

Shares6.8K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

7.61%

Shares12.7K

Event2026-03-31

Filed2026-04-16

HELO

J P MORGAN EXCHANGE TRADED F

21.53%

Shares28.3K

Event2026-03-31

Filed2026-04-16

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares50.9K

Event2026-03-31

Filed2026-04-16

RPM

RPM INTL INC

8.39%

Shares15.9K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

1.53%

Shares8.7K

Event2026-03-31

Filed2026-04-16

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares20.5K

Event2026-03-31

Filed2026-04-16

HBAN

HUNTINGTON BANCSHARES INC

552.56%

Shares84.9K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

0.39%

Shares3.9K

Event2026-03-31

Filed2026-04-16

FTRI

FIRST TR EXCHANGE-TRADED FD

45.29%

Shares63.0K

Event2026-03-31

Filed2026-04-16

MAR

MARRIOTT INTL INC NEW

-1.19%

Shares3.1K

Event2026-03-31

Filed2026-04-16

GSEW

GOLDMAN SACHS ETF TR

8.31%

Shares10.7K

Event2026-03-31

Filed2026-04-16

RCL

ROYAL CARIBBEAN GROUP

-0.19%

Shares3.1K

Event2026-03-31

Filed2026-04-16

OPPJ

WISDOMTREE TR

New

Shares15.5K

Event2026-03-31

Filed2026-04-16

ACWX

ISHARES TR

9.17%

Shares12.3K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

1.40%

Shares12.4K

Event2026-03-31

Filed2026-04-16

DVN

DEVON ENERGY CORP NEW

-0.50%

Shares16.2K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

-5.28%

Shares5.2K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

2.47%

Shares6.3K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

0.40%

Shares3.8K

Event2026-03-31

Filed2026-04-16

RYN

RAYONIER INC

New

Shares36.2K

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD BD INDEX FDS

163.30%

Shares9.5K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-16

SBUX

STARBUCKS CORP

0.82%

Shares7.8K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC

-0.39%

Shares1.5K

Event2026-03-31

Filed2026-04-16

VTS

VITESSE ENERGY INC

16.93%

Shares37.5K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

-2.62%

Shares1.7K

Event2026-03-31

Filed2026-04-16

IDV

ISHARES TR

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-16