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The Analysis of Segment Wealth Management, LLC's Holdings & P&L

Currently, Segment Wealth Management, LLC holds 308 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in MPC (+85.3K shares, valued at $20.8M), CEG (+43.9K shares, valued at $12.3M), RIO (+124.4K shares, valued at $11.6M); decreased their positions in TRGP (-58.3K shares, valued at $14.6M), SPGI (-34.1K shares, valued at $14.5M), N/A (-104.6K shares, valued at $11.7M); initiated new positions in RIO (+124.4K shares, valued at $11.6M), DIS (+65.2K shares, valued at $6.3M), SHLD (+65.3K shares, valued at $4.6M).

1M P&L

+9.3M+0.61%

3M P&L

-27.8M-1.78%

HY P&L

+70.5M+4.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A395.3M

27.4%

2Semiconductors67.5M

4.7%

3Utilities - Renewable66.8M

4.6%

Top Industries by Stock Count

1N/A100 stocks

36.1%

2Utilities - Regulated Electric9 stocks

3.2%

3Semiconductors8 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS320.5K shares-0.64%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL164.0K shares0.34%2026-03-312026-04-20

GEV GE VERNOVA INC61.2K shares-6.33%2026-03-312026-04-20

BROADCOM INC BROADCOM INC172.4K shares-1.18%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR75.8K shares-2.06%2026-03-312026-04-20

NVDA NVIDIA CORPORATION241.3K shares0.72%2026-03-312026-04-20

AAPL APPLE INC151.8K shares0.35%2026-03-312026-04-20

XOM EXXON MOBIL CORP204.2K shares-0.74%2026-03-312026-04-20

Sponsored

ASML ASML HLDG NV25.4K shares-1.47%2026-03-312026-04-20

WMT WALMART INC253.2K shares0.09%2026-03-312026-04-20

CAT CATERPILLAR INC41.3K shares-2.08%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL39 shares-7.14%2026-03-312026-04-20

MSFT MICROSOFT CORP72.2K shares2.28%2026-03-312026-04-20

ALPHABET INC ALPHABET INC91.6K shares-0.84%2026-03-312026-04-20

MCK MCKESSON CORP30.3K shares-0.19%2026-03-312026-04-20

PH PARKER-HANNIFIN CORP27.7K shares-1.04%2026-03-312026-04-20

Sponsored

GRMN GARMIN LTD104.5K shares0.79%2026-03-312026-04-20

SPGI S&P GLOBAL INC53.7K shares-38.85%2026-03-312026-04-20

SPYM SPDR SERIES TRUST298.1K shares-20.01%2026-03-312026-04-20

MPC MARATHON PETE CORP90.3K shares1710.53%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T33.8K shares-1.13%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION21.6K shares1.32%2026-03-312026-04-20

V VISA INC66.5K shares2.97%2026-03-312026-04-20

MAR MARRIOTT INTL INC NEW59.5K shares-1.81%2026-03-312026-04-20

Sponsored

APH AMPHENOL CORP150.2K shares0.72%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC21.9K shares9.23%2026-03-312026-04-20

EOG EOG RES INC127.9K shares8.84%2026-03-312026-04-20

ALL ALLSTATE CORP88.1K shares0.79%2026-03-312026-04-20

SYK STRYKER CORPORATION54.7K shares2.73%2026-03-312026-04-20

MCD MCDONALDS CORP56.5K shares2.24%2026-03-312026-04-20

TJX TJX COS INC NEW109.1K shares0.36%2026-03-312026-04-20

MSI MOTOROLA SOLUTIONS INC40.0K shares5.14%2026-03-312026-04-20

Sponsored

CTAS CINTAS CORP100.8K shares2.05%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO56.5K shares186.31%2026-03-312026-04-20

USMC PRINCIPAL EXCHANGE TRADED FD254.9K shares-0.55%2026-03-312026-04-20

HD HOME DEPOT INC49.2K shares3.77%2026-03-312026-04-20

TXN TEXAS INSTRS INC83.2K shares4.67%2026-03-312026-04-20

XLG INVESCO EXCHANGE TRADED FD T293.0K shares-0.56%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO47.0K shares5.71%2026-03-312026-04-20

UNP UNION PAC CORP61.7K shares3.99%2026-03-312026-04-20

Sponsored

META META PLATFORMS INC25.8K shares3.28%2026-03-312026-04-20

MMC MARSH & MCLENNAN COS INC83.1K shares6.96%2026-03-312026-04-20

LLY ELI LILLY & CO15.3K shares2.94%2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP47.7K shares1150.97%2026-03-312026-04-20

ALPHABET INC ALPHABET INC44.7K shares-0.69%2026-03-312026-04-20

VXF VANGUARD INDEX FDS60.5K shares-1.92%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN60.3K shares2.42%2026-03-312026-04-20

EPD ENTERPRISE PRODS PARTNERS L321.5K shares27.69%2026-03-312026-04-20

Sponsored

DHR DANAHER CORP DEL63.3K shares6.43%2026-03-312026-04-20

RIO RIO TINTO PLC124.4K sharesnew addition2026-03-312026-04-20

VUG VANGUARD INDEX FDS25.5K shares0.00%2026-03-312026-04-20

CARR CARRIER GLOBAL CORPORATION196.3K shares7.36%2026-03-312026-04-20

OEF ISHARES TR32.5K shares-1.08%2026-03-312026-04-20

INTU INTUIT23.8K shares-25.22%2026-03-312026-04-20

IMTM ISHARES TR209.6K shares1.36%2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO46.1K shares6.50%2026-03-312026-04-20

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN53.1K shares3.39%2026-03-312026-04-20

PII POLARIS INC152.3K shares-0.92%2026-03-312026-04-20

CENCORA INC CENCORA INC26.4K shares69.84%2026-03-312026-04-20

MGC VANGUARD WORLD FD35.1K shares0.29%2026-03-312026-04-20

IWD ISHARES TR38.5K shares-0.57%2026-03-312026-04-20

GLD SPDR GOLD TR17.2K shares-2.43%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS32.8K shares-7.18%2026-03-312026-04-20

AMZN AMAZON COM INC32.6K shares1.12%2026-03-312026-04-20

Sponsored

PWR QUANTA SVCS INC12.1K shares-11.26%2026-03-312026-04-20

ORCL ORACLE CORP44.8K shares1127.30%2026-03-312026-04-20

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC58.1K shares-64.28%2026-03-312026-04-20

BC BRUNSWICK CORP88.9K shares0.64%2026-03-312026-04-20

DIS DISNEY WALT CO65.2K sharesnew addition2026-03-312026-04-20

GLDM WORLD GOLD TR65.0K shares-2.04%2026-03-312026-04-20

CVX CHEVRON CORPORATION29.0K shares0.54%2026-03-312026-04-20

MAIN MAIN STR CAP CORP113.0K shares-6.00%2026-03-312026-04-20

Sponsored

IEFA ISHARES TR60.5K shares5.89%2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR48.8K shares-2.39%2026-03-312026-04-20

NFLX NETFLIX INC.52.5K shares107.64%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC14.2K shares1.32%2026-03-312026-04-20

SHLD GLOBAL X FDS65.3K sharesnew addition2026-03-312026-04-20

IWF ISHARES TR10.5K shares0.00%2026-03-312026-04-20

TSLA TESLA INC11.7K shares2.52%2026-03-312026-04-20

CTRA COTERRA ENERGY INC122.6K shares-7.74%2026-03-312026-04-20

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC33.0K shares1.22%2026-03-312026-04-20

ITOT ISHARES TR27.2K shares1.84%2026-03-312026-04-20

VTV VANGUARD INDEX FDS19.5K shares-0.46%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 406.1K shares-3.41%2026-03-312026-04-20

APP APPLOVIN CORP9.3K shares-36.76%2026-03-312026-04-20

MA MASTERCARD INCORPORATED7.4K shares3.59%2026-03-312026-04-20

EME EMCOR GROUP INC5.0K shares145.84%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares0.95%2026-03-312026-04-20

Sponsored

IJK ISHARES TR31.7K shares0.00%2026-03-312026-04-20

IHI ISHARES TR57.7K shares-9.01%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR22.6K shares-2.41%2026-03-312026-04-20

CELESTICA INC CELESTICA INC10.5K shares-2.29%2026-03-312026-04-20

IVV ISHARES TR4.5K shares1.21%2026-03-312026-04-20

STEL STELLAR BANCORP INC80.0K shares-3.71%2026-03-312026-04-20

MTSI MACOM TECH SOLUTIONS HLDGS I12.9K shares0.00%2026-03-312026-04-20

VPL VANGUARD INTL EQUITY INDEX F29.3K sharesnew addition2026-03-312026-04-20

Sponsored

LPLA LPL FINL HLDGS INC9.2K sharesnew addition2026-03-312026-04-20

IBDW ISHARES TR128.5K shares40.18%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC5.8K shares4.54%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC17.9K sharesnew addition2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP12.1K shares6.13%2026-03-312026-04-20

UI UBIQUITI INC3.3K shares64.16%2026-03-312026-04-20

OKE ONEOK INC NEW27.9K shares1.05%2026-03-312026-04-20

PSX PHILLIPS 6613.6K shares-3.13%2026-03-312026-04-20

Sponsored

PANW PALO ALTO NETWORKS INC15.4K shares116.08%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR97.7K shares-1.15%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE8.6K shares0.65%2026-03-312026-04-20

VO VANGUARD INDEX FDS8.3K shares0.00%2026-03-312026-04-20

JMST J P MORGAN EXCHANGE TRADED F44.8K sharesnew addition2026-03-312026-04-20

WMB WILLIAMS COS INC31.2K shares-1.93%2026-03-312026-04-20

FIX COMFORT SYS USA INC1.6K shares5.82%2026-03-312026-04-20

IBDV ISHARES TR101.8K shares17.22%2026-03-312026-04-20

Sponsored

EQT CORP EQT CORP34.7K shares-11.02%2026-03-312026-04-20

IBDX ISHARES TR87.2K shares32.48%2026-03-312026-04-20

COHERENT CORP COHERENT CORP9.2K shares463.07%2026-03-312026-04-20

MSCI MSCI INC4.0K shares-0.10%2026-03-312026-04-20

APA CORPORATION APA CORPORATION50.0K shares0.00%2026-03-312026-04-20

RACE FERRARI N V6.2K shares60.87%2026-03-312026-04-20

IBDU ISHARES TR89.2K shares18.43%2026-03-312026-04-20

IBDT ISHARES TR78.3K shares12.26%2026-03-312026-04-20

Sponsored

LMT LOCKHEED MARTIN CORP3.2K shares-5.00%2026-03-312026-04-20

SPXC SPX TECHNOLOGIES INC9.5K sharesnew addition2026-03-312026-04-20

NEE NEXTERA ENERGY INC20.3K shares-2.91%2026-03-312026-04-20

PG PROCTER & GAMBLE CO12.6K shares5.92%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC431 shares-3.15%2026-03-312026-04-20

IBDY ISHARES TR70.1K shares45.86%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC14.6K shares4.30%2026-03-312026-04-20

KO COCA COLA CO22.9K shares6.90%2026-03-312026-04-20

Sponsored

JAAA JANUS DETROIT STR TR34.4K shares3.66%2026-03-312026-04-20

IWM ISHARES TR6.9K shares-2.76%2026-03-312026-04-20

MELI MERCADOLIBRE INC949 shares8.71%2026-03-312026-04-20

WM WASTE MGMT INC DEL7.0K shares-0.90%2026-03-312026-04-20

STRL STERLING INFRASTRUCTURE INC3.9K sharesnew addition2026-03-312026-04-20

IBDS ISHARES TR61.5K shares2.06%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR49.3K shares0.50%2026-03-312026-04-20

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC14.7K shares13.88%2026-03-312026-04-20

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.9K shares-4.34%2026-03-312026-04-20

BSJR INVESCO EXCH TRD SLF IDX FD62.4K shares-4.21%2026-03-312026-04-20

ABBV ABBVIE INC6.3K shares10.31%2026-03-312026-04-20

CMI CUMMINS INC2.5K shares0.48%2026-03-312026-04-20

IBDZ ISHARES TR51.4K shares146.75%2026-03-312026-04-20

PEP PEPSICO INC8.4K shares-2.50%2026-03-312026-04-20

SKYY FIRST TR EXCHANGE-TRADED FD12.0K shares-0.93%2026-03-312026-04-20

KBE SPDR SERIES TRUST21.8K shares-1.54%2026-03-312026-04-20

Sponsored

RSG REPUBLIC SVCS INC5.9K shares2.98%2026-03-312026-04-20

COP CONOCOPHILLIPS9.6K shares-9.66%2026-03-312026-04-20

KMI KINDER MORGAN INC DEL37.7K shares-3.86%2026-03-312026-04-20

VRT VERTIV HOLDINGS CO5.0K shares-0.04%2026-03-312026-04-20

DE DEERE & CO2.2K shares-0.82%2026-03-312026-04-20

BSCS INVESCO EXCH TRD SLF IDX FD59.6K shares1.60%2026-03-312026-04-20

BSCR INVESCO EXCH TRD SLF IDX FD60.0K shares-15.00%2026-03-312026-04-20

BSJS INVESCO EXCH TRD SLF IDX FD54.1K shares-0.39%2026-03-312026-04-20

Sponsored

JNJ JOHNSON & JOHNSON4.7K shares-3.53%2026-03-312026-04-20

BN BROOKFIELD CORP27.0K shares-1.56%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC6.6K shares126.59%2026-03-312026-04-20

WFC WELLS FARGO & CO13.6K shares-6.41%2026-03-312026-04-20

VIGI VANGUARD WHITEHALL FDS12.2K shares0.00%2026-03-312026-04-20

BSCT INVESCO EXCH TRD SLF IDX FD57.6K shares6.66%2026-03-312026-04-20

COF CAPITAL ONE FINL CORP5.8K shares1.87%2026-03-312026-04-20

EMR EMERSON ELEC CO8.0K shares1.84%2026-03-312026-04-20

Sponsored

FLOTEK INDUSTRIES INC FLOTEK INDUSTRIES INC61.4K shares0.00%2026-03-312026-04-20

USFR WISDOMTREE TR20.7K shares-6.58%2026-03-312026-04-20

KKR & CO INC KKR & CO INC11.0K shares1.99%2026-03-312026-04-20

VONE VANGUARD SCOTTSDALE FDS3.4K shares0.00%2026-03-312026-04-20

PSA PUBLIC STORAGE OPER CO3.7K shares2.23%2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC3.8K shares11.91%2026-03-312026-04-20

LOW LOWES COS INC4.2K shares-2.74%2026-03-312026-04-20

VST VISTRA CORP6.6K shares12.30%2026-03-312026-04-20

Sponsored

IWB ISHARES TR2.8K shares0.00%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.1K shares-11.56%2026-03-312026-04-20

VLO VALERO ENERGY CORP3.9K shares0.67%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC1.9K shares19.84%2026-03-312026-04-20

BSCU INVESCO EXCH TRD SLF IDX FD55.7K shares7.71%2026-03-312026-04-20

VNT VONTIER CORPORATION26.1K shares0.00%2026-03-312026-04-20

CB CHUBB LTD SWITZ2.8K shares0.00%2026-03-312026-04-20

PSTG EVERPURE INC15.5K shares-0.04%2026-03-312026-04-20

Sponsored

VB VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-04-20

BSJT INVESCO EXCH TRD SLF IDX FD42.4K shares6.74%2026-03-312026-04-20

CRWD CROWDSTRIKE HLDGS INC2.3K shares0.44%2026-03-312026-04-20

MPLX MPLX LP15.4K shares0.00%2026-03-312026-04-20

LINDE PLC LINDE PLC1.7K shares-8.57%2026-03-312026-04-20

ETR ENTERGY CORP NEW7.4K shares-7.06%2026-03-312026-04-20

VLTO VERALTO CORP8.7K shares-18.34%2026-03-312026-04-20

TRGP TARGA RES CORP3.0K shares-95.05%2026-03-312026-04-20

Sponsored

AMGN AMGEN INC2.2K shares-17.07%2026-03-312026-04-20

ADI ANALOG DEVICES INC2.4K shares1.46%2026-03-312026-04-20

SLV ISHARES SILVER TR11.0K shares3.58%2026-03-312026-04-20

TYG TORTOISE ENERGY INFRSTRCTR C15.0K shares0.00%2026-03-312026-04-20

VGT VANGUARD WORLD FD1.1K shares-25.02%2026-03-312026-04-20

IBCA ISHARES TR28.2K sharesnew addition2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC6.3K shares-24.71%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR11.5K sharesnew addition2026-03-312026-04-20

Sponsored

SHOP SHOPIFY INC5.9K shares-75.57%2026-03-312026-04-20

TQQQ PROSHARES TR16.5K shares0.00%2026-03-312026-04-20

ENB ENBRIDGE INC12.7K shares0.05%2026-03-312026-04-20

ABT ABBOTT LABORATORIES6.5K shares-16.68%2026-03-312026-04-20

CSCO CISCO SYS INC8.5K shares-5.50%2026-03-312026-04-20

CCJ CAMECO CORP6.0K shares0.00%2026-03-312026-04-20

MS MORGAN STANLEY3.9K shares2.41%2026-03-312026-04-20

IWR ISHARES TR6.4K shares0.00%2026-03-312026-04-20

Sponsored

IEX IDEX CORP3.2K shares0.00%2026-03-312026-04-20

RTX RTX CORPORATION3.1K shares22.22%2026-03-312026-04-20

PLD PROLOGIS INC.4.5K shares-4.81%2026-03-312026-04-20

FTI TECHNIPFMC PLC8.5K shares0.00%2026-03-312026-04-20

IVW ISHARES TR5.1K shares0.00%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares-8.31%2026-03-312026-04-20

IJH ISHARES TR8.3K shares-18.65%2026-03-312026-04-20

ALPS ETF TR ALPS ETF TR10.4K shares0.00%2026-03-312026-04-20

Sponsored

PAA PLAINS ALL AMERN PIPELINE L24.4K sharesnew addition2026-03-312026-04-20

IDMO INVESCO EXCH TRADED FD TR II9.8K shares57.67%2026-03-312026-04-20

LAMR LAMAR ADVERTISING CO4.2K shares-8.67%2026-03-312026-04-20

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.5K shares-6.61%2026-03-312026-04-20

AME AMETEK INC2.4K shares0.99%2026-03-312026-04-20

PAYX PAYCHEX INC5.6K shares0.50%2026-03-312026-04-20

ECL ECOLAB INC1.9K shares-5.50%2026-03-312026-04-20

AMP AMERIPRISE FINL INC1.1K shares3.90%2026-03-312026-04-20

Sponsored

CALM CAL MAINE FOODS INC6.3K shares0.00%2026-03-312026-04-20

EXC EXELON CORP10.0K shares-9.19%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS7.6K shares-27.32%2026-03-312026-04-20

BAC BANK AMERICA CORP9.9K shares3.26%2026-03-312026-04-20

AFL AFLAC INC4.3K shares0.75%2026-03-312026-04-20

NOW SERVICENOW INC4.5K shares-2.19%2026-03-312026-04-20

CMS CMS ENERGY CORP6.0K shares-8.16%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC1.6K shares-10.76%2026-03-312026-04-20

Sponsored

EFA ISHARES TR4.7K sharesnew addition2026-03-312026-04-20

BSJU INVESCO EXCH TRD SLF IDX FD17.7K shares13.29%2026-03-312026-04-20

XEL XCEL ENERGY INC5.6K shares-11.59%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP639 shares0.63%2026-03-312026-04-20

FANG DIAMONDBACK ENERGY INC2.2K shares-24.07%2026-03-312026-04-20

KLAC KLA CORP286 shares2.88%2026-03-312026-04-20

VBK VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-20

CG CARLYLE GROUP INC8.2K shares0.00%2026-03-312026-04-20

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.1K shares1.41%2026-03-312026-04-20

HON HONEYWELL INTL INC1.7K shares1.51%2026-03-312026-04-20

BR BROADRIDGE FINL SOLUTIONS IN2.4K shares2.28%2026-03-312026-04-20

SYY SYSCO CORP5.4K shares0.00%2026-03-312026-04-20

T AT&T INC13.0K shares-0.05%2026-03-312026-04-20

GNRC GENERAC HLDGS INC1.9K shares-51.99%2026-03-312026-04-20

PEG PUBLIC SVC ENTERPRISE GROUP4.6K shares-10.21%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC1.8K shares14.13%2026-03-312026-04-20

Sponsored

MUSA MURPHY USA INC745 shares0.00%2026-03-312026-04-20

LFUS LITTELFUSE INC1.1K shares0.00%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC381 shares1.87%2026-03-312026-04-20

IXN ISHARES TR3.6K shares0.00%2026-03-312026-04-20

EQIX EQUINIX INC360 shares1.12%2026-03-312026-04-20

QQQM INVESCO EXCH TRADED FD TR II1.5K shares-91.85%2026-03-312026-04-20

WELL WELLTOWER INC1.8K sharesnew addition2026-03-312026-04-20

NUE NUCOR CORP2.1K shares1.68%2026-03-312026-04-20

Sponsored

BND VANGUARD BD INDEX FDS4.7K sharesnew addition2026-03-312026-04-20

VIPER ENERGY INC VIPER ENERGY INC7.3K shares-25.73%2026-03-312026-04-20

BSCV INVESCO EXCH TRD SLF IDX FD20.6K shares1.13%2026-03-312026-04-20

IBHJ ISHARES TR12.9K sharesnew addition2026-03-312026-04-20

GBDC GOLUB CAP BDC INC26.7K sharesnew addition2026-03-312026-04-20

IBHI ISHARES TR14.5K sharesnew addition2026-03-312026-04-20

DLR DIGITAL RLTY TR INC1.9K shares-10.76%2026-03-312026-04-20

IJR ISHARES TR2.7K shares-5.63%2026-03-312026-04-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F6.2K sharesnew addition2026-03-312026-04-20

EXPE EXPEDIA GROUP INC1.4K shares0.00%2026-03-312026-04-20

EXR EXTRA SPACE STORAGE INC2.5K shares-4.64%2026-03-312026-04-20

AGG ISHARES TR3.3K shares-10.98%2026-03-312026-04-20

TT TRANE TECHNOLOGIES PLC763 shares2.14%2026-03-312026-04-20

AWK AMERICAN WTR WKS CO INC NEW2.3K shares-3.87%2026-03-312026-04-20

ED CONSOLIDATED EDISON INC2.8K shares11.07%2026-03-312026-04-20

SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.2K shares0.00%2026-03-312026-04-20

Sponsored

GWW WW GRAINGER INC272 shares0.00%2026-03-312026-04-20

AEE AMEREN CORP2.6K shares-13.46%2026-03-312026-04-20

DVN DEVON ENERGY CORP NEW5.5K sharesnew addition2026-03-312026-04-20

HIG HARTFORD INSURANCE GROUP INC2.0K shares-12.88%2026-03-312026-04-20

MO ALTRIA GROUP INC4.1K sharesnew addition2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC2.4K shares8.31%2026-03-312026-04-20

RFG INVESCO EXCHANGE TRADED FD T4.8K shares0.00%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-9.28%2026-03-312026-04-20

Sponsored

IRM IRON MTN INC DEL2.5K shares0.00%2026-03-312026-04-20

INTC INTEL CORP5.8K sharesnew addition2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR5.5K sharesnew addition2026-03-312026-04-20

SCHX SCHWAB STRATEGIC TR9.8K shares0.00%2026-03-312026-04-20

SCZ ISHARES TR3.2K shares-35.70%2026-03-312026-04-20

THE CIGNA GROUP THE CIGNA GROUP926 shares5.83%2026-03-312026-04-20

IBMR ISHARES TR9.7K shares0.00%2026-03-312026-04-20

KIE SPDR SERIES TRUST4.5K shares0.00%2026-03-312026-04-20

Sponsored

IBMS ISHARES TR9.5K shares0.00%2026-03-312026-04-20

IBMQ ISHARES TR9.5K shares0.00%2026-03-312026-04-20

CSX CSX CORP5.8K shares-31.35%2026-03-312026-04-20

TPYP TORTOISE CAPITAL SERIES TRUS5.6K sharesnew addition2026-03-312026-04-20

ORLY OREILLY AUTOMOTIVE INC2.6K shares2.57%2026-03-312026-04-20

IBHH ISHARES TR10.0K sharesnew addition2026-03-312026-04-20

AMAT APPLIED MATLS INC685 sharesnew addition2026-03-312026-04-20

VDE VANGUARD WORLD FD1.4K sharesnew addition2026-03-312026-04-20

Sponsored

JCI JOHNSON CONTROLS INTERNATION1.8K shares3.01%2026-03-312026-04-20

IBHK ISHARES TR9.2K sharesnew addition2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP2.5K shares-16.62%2026-03-312026-04-20

IJT ISHARES TR1.6K shares0.00%2026-03-312026-04-20

BSCW INVESCO EXCH TRD SLF IDX FD11.1K sharesnew addition2026-03-312026-04-20

GSIE GOLDMAN SACHS ETF TR5.3K shares-40.25%2026-03-312026-04-20

QCOM QUALCOMM INC1.8K shares9.05%2026-03-312026-04-20

DTE DTE ENERGY CO1.5K shares-12.56%2026-03-312026-04-20

Sponsored

IVE ISHARES TR1.1K shares0.00%2026-03-312026-04-20

ITA ISHARES TR1.0K shares0.00%2026-03-312026-04-20

MMM 3M CO1.5K shares8.30%2026-03-312026-04-20

UAMY UNITED STATES ANTIMONY CORP24.3K shares0.00%2026-03-312026-04-20

RSPH INVESCO EXCHANGE TRADED FD T7.0K shares-34.27%2026-03-312026-04-20

QLD PROSHARES TR3.4K shares0.00%2026-03-312026-04-20

CRGY CRESCENT ENERGY COMPANY15.3K shares0.00%2026-03-312026-04-20

JHML JOHN HANCOCK EXCHANGE TRADED2.6K shares-42.07%2026-03-312026-04-20

Sponsored

MTN VAIL RESORTS INC1.6K sharesnew addition2026-03-312026-04-20

NOBL PROSHARES TR1.9K shares0.00%2026-03-312026-04-20

UPRO PROSHARES TR2.1K shares13.15%2026-03-312026-04-20

ATEC ALPHATEC HLDGS INC10.1K shares-55.95%2026-03-312026-04-20

VTI

VANGUARD INDEX FDS

-0.64%

Shares320.5K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

0.34%

Shares164.0K

Event2026-03-31

Filed2026-04-20

GEV

GE VERNOVA INC

-6.33%

Shares61.2K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-1.18%

Shares172.4K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-2.06%

Shares75.8K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

0.72%

Shares241.3K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.35%

Shares151.8K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-0.74%

Shares204.2K

Event2026-03-31

Filed2026-04-20

ASML

ASML HLDG NV

-1.47%

Shares25.4K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

0.09%

Shares253.2K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-2.08%

Shares41.3K

Event2026-03-31

Filed2026-04-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

-7.14%

Shares39

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

2.28%

Shares72.2K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-0.84%

Shares91.6K

Event2026-03-31

Filed2026-04-20

MCK

MCKESSON CORP

-0.19%

Shares30.3K

Event2026-03-31

Filed2026-04-20

PARKER-HANNIFIN CORP

-1.04%

Shares27.7K

Event2026-03-31

Filed2026-04-20

GRMN

GARMIN LTD

0.79%

Shares104.5K

Event2026-03-31

Filed2026-04-20

SPGI

S&P GLOBAL INC

-38.85%

Shares53.7K

Event2026-03-31

Filed2026-04-20

SPYM

SPDR SERIES TRUST

-20.01%

Shares298.1K

Event2026-03-31

Filed2026-04-20

MPC

MARATHON PETE CORP

1710.53%

Shares90.3K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-1.13%

Shares33.8K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

1.32%

Shares21.6K

Event2026-03-31

Filed2026-04-20

VISA INC

2.97%

Shares66.5K

Event2026-03-31

Filed2026-04-20

MAR

MARRIOTT INTL INC NEW

-1.81%

Shares59.5K

Event2026-03-31

Filed2026-04-20

APH

AMPHENOL CORP

0.72%

Shares150.2K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

9.23%

Shares21.9K

Event2026-03-31

Filed2026-04-20

EOG

EOG RES INC

8.84%

Shares127.9K

Event2026-03-31

Filed2026-04-20

ALL

ALLSTATE CORP

0.79%

Shares88.1K

Event2026-03-31

Filed2026-04-20

SYK

STRYKER CORPORATION

2.73%

Shares54.7K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

2.24%

Shares56.5K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

0.36%

Shares109.1K

Event2026-03-31

Filed2026-04-20

MSI

MOTOROLA SOLUTIONS INC

5.14%

Shares40.0K

Event2026-03-31

Filed2026-04-20

CTAS

CINTAS CORP

2.05%

Shares100.8K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

186.31%

Shares56.5K

Event2026-03-31

Filed2026-04-20

USMC

PRINCIPAL EXCHANGE TRADED FD

-0.55%

Shares254.9K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

3.77%

Shares49.2K

Event2026-03-31

Filed2026-04-20

TXN

TEXAS INSTRS INC

4.67%

Shares83.2K

Event2026-03-31

Filed2026-04-20

XLG

INVESCO EXCHANGE TRADED FD T

-0.56%

Shares293.0K

Event2026-03-31

Filed2026-04-20

SHW

SHERWIN WILLIAMS CO

5.71%

Shares47.0K

Event2026-03-31

Filed2026-04-20

UNP

UNION PAC CORP

3.99%

Shares61.7K

Event2026-03-31

Filed2026-04-20

META

META PLATFORMS INC

3.28%

Shares25.8K

Event2026-03-31

Filed2026-04-20

MMC

MARSH & MCLENNAN COS INC

6.96%

Shares83.1K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

2.94%

Shares15.3K

Event2026-03-31

Filed2026-04-20

CEG

CONSTELLATION ENERGY CORP

1150.97%

Shares47.7K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-0.69%

Shares44.7K

Event2026-03-31

Filed2026-04-20

VXF

VANGUARD INDEX FDS

-1.92%

Shares60.5K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING IN

2.42%

Shares60.3K

Event2026-03-31

Filed2026-04-20

EPD

ENTERPRISE PRODS PARTNERS L

27.69%

Shares321.5K

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORP DEL

6.43%

Shares63.3K

Event2026-03-31

Filed2026-04-20

RIO

RIO TINTO PLC

New

Shares124.4K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

0.00%

Shares25.5K

Event2026-03-31

Filed2026-04-20

CARR

CARRIER GLOBAL CORPORATION

7.36%

Shares196.3K

Event2026-03-31

Filed2026-04-20

OEF

ISHARES TR

-1.08%

Shares32.5K

Event2026-03-31

Filed2026-04-20

INTU

INTUIT

-25.22%

Shares23.8K

Event2026-03-31

Filed2026-04-20

IMTM

ISHARES TR

1.36%

Shares209.6K

Event2026-03-31

Filed2026-04-20

AJG

GALLAGHER ARTHUR J & CO

6.50%

Shares46.1K

Event2026-03-31

Filed2026-04-20

ICE

INTERCONTINENTAL EXCHANGE IN

3.39%

Shares53.1K

Event2026-03-31

Filed2026-04-20

PII

POLARIS INC

-0.92%

Shares152.3K

Event2026-03-31

Filed2026-04-20

CENCORA INC

69.84%

Shares26.4K

Event2026-03-31

Filed2026-04-20

MGC

VANGUARD WORLD FD

0.29%

Shares35.1K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

-0.57%

Shares38.5K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

-2.43%

Shares17.2K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

-7.18%

Shares32.8K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

1.12%

Shares32.6K

Event2026-03-31

Filed2026-04-20

PWR

QUANTA SVCS INC

-11.26%

Shares12.1K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

1127.30%

Shares44.8K

Event2026-03-31

Filed2026-04-20

APOLLO GLOBAL MGMT INC

-64.28%

Shares58.1K

Event2026-03-31

Filed2026-04-20

BRUNSWICK CORP

0.64%

Shares88.9K

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO

New

Shares65.2K

Event2026-03-31

Filed2026-04-20

GLDM

WORLD GOLD TR

-2.04%

Shares65.0K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

0.54%

Shares29.0K

Event2026-03-31

Filed2026-04-20

MAIN

MAIN STR CAP CORP

-6.00%

Shares113.0K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

5.89%

Shares60.5K

Event2026-03-31

Filed2026-04-20

XLY

SELECT SECTOR SPDR TR

-2.39%

Shares48.8K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

107.64%

Shares52.5K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.32%

Shares14.2K

Event2026-03-31

Filed2026-04-20

SHLD

GLOBAL X FDS

New

Shares65.3K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

2.52%

Shares11.7K

Event2026-03-31

Filed2026-04-20

CTRA

COTERRA ENERGY INC

-7.74%

Shares122.6K

Event2026-03-31

Filed2026-04-20

ARISTA NETWORKS INC

1.22%

Shares33.0K

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

1.84%

Shares27.2K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

-0.46%

Shares19.5K

Event2026-03-31

Filed2026-04-20

MDY

STATE STR SPDR S&P MIDCAP 40

-3.41%

Shares6.1K

Event2026-03-31

Filed2026-04-20

APP

APPLOVIN CORP

-36.76%

Shares9.3K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

3.59%

Shares7.4K

Event2026-03-31

Filed2026-04-20

EME

EMCOR GROUP INC

145.84%

Shares5.0K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.95%

Shares5.8K

Event2026-03-31

Filed2026-04-20

IJK

ISHARES TR

0.00%

Shares31.7K

Event2026-03-31

Filed2026-04-20

IHI

ISHARES TR

-9.01%

Shares57.7K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

-2.41%

Shares22.6K

Event2026-03-31

Filed2026-04-20

CELESTICA INC

-2.29%

Shares10.5K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

1.21%

Shares4.5K

Event2026-03-31

Filed2026-04-20

STEL

STELLAR BANCORP INC

-3.71%

Shares80.0K

Event2026-03-31

Filed2026-04-20

MTSI

MACOM TECH SOLUTIONS HLDGS I

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-20

VPL

VANGUARD INTL EQUITY INDEX F

New

Shares29.3K

Event2026-03-31

Filed2026-04-20

LPLA

LPL FINL HLDGS INC

New

Shares9.2K

Event2026-03-31

Filed2026-04-20

IBDW

ISHARES TR

40.18%

Shares128.5K

Event2026-03-31

Filed2026-04-20

ISRG

INTUITIVE SURGICAL INC

4.54%

Shares5.8K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares17.9K

Event2026-03-31

Filed2026-04-20

LAM RESEARCH CORP

6.13%

Shares12.1K

Event2026-03-31

Filed2026-04-20

UBIQUITI INC

64.16%

Shares3.3K

Event2026-03-31

Filed2026-04-20

OKE

ONEOK INC NEW

1.05%

Shares27.9K

Event2026-03-31

Filed2026-04-20

PSX

PHILLIPS 66

-3.13%

Shares13.6K

Event2026-03-31

Filed2026-04-20

PANW

PALO ALTO NETWORKS INC

116.08%

Shares15.4K

Event2026-03-31

Filed2026-04-20

SCHB

SCHWAB STRATEGIC TR

-1.15%

Shares97.7K

Event2026-03-31

Filed2026-04-20

GE AEROSPACE

0.65%

Shares8.6K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-20

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares44.8K

Event2026-03-31

Filed2026-04-20

WMB

WILLIAMS COS INC

-1.93%

Shares31.2K

Event2026-03-31

Filed2026-04-20

FIX

COMFORT SYS USA INC

5.82%

Shares1.6K

Event2026-03-31

Filed2026-04-20

IBDV

ISHARES TR

17.22%

Shares101.8K

Event2026-03-31

Filed2026-04-20

EQT CORP

-11.02%

Shares34.7K

Event2026-03-31

Filed2026-04-20

IBDX

ISHARES TR

32.48%

Shares87.2K

Event2026-03-31

Filed2026-04-20

COHERENT CORP

463.07%

Shares9.2K

Event2026-03-31

Filed2026-04-20

MSCI

MSCI INC

-0.10%

Shares4.0K

Event2026-03-31

Filed2026-04-20

APA CORPORATION

0.00%

Shares50.0K

Event2026-03-31

Filed2026-04-20

RACE

FERRARI N V

60.87%

Shares6.2K

Event2026-03-31

Filed2026-04-20

IBDU

ISHARES TR

18.43%

Shares89.2K

Event2026-03-31

Filed2026-04-20

IBDT

ISHARES TR

12.26%

Shares78.3K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

-5.00%

Shares3.2K

Event2026-03-31

Filed2026-04-20

SPXC

SPX TECHNOLOGIES INC

New

Shares9.5K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

-2.91%

Shares20.3K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

5.92%

Shares12.6K

Event2026-03-31

Filed2026-04-20

BKNG

BOOKING HOLDINGS INC

-3.15%

Shares431

Event2026-03-31

Filed2026-04-20

IBDY

ISHARES TR

45.86%

Shares70.1K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

4.30%

Shares14.6K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

6.90%

Shares22.9K

Event2026-03-31

Filed2026-04-20

JAAA

JANUS DETROIT STR TR

3.66%

Shares34.4K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

-2.76%

Shares6.9K

Event2026-03-31

Filed2026-04-20

MELI

MERCADOLIBRE INC

8.71%

Shares949

Event2026-03-31

Filed2026-04-20

WASTE MGMT INC DEL

-0.90%

Shares7.0K

Event2026-03-31

Filed2026-04-20

STRL

STERLING INFRASTRUCTURE INC

New

Shares3.9K

Event2026-03-31

Filed2026-04-20

IBDS

ISHARES TR

2.06%

Shares61.5K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

0.50%

Shares49.3K

Event2026-03-31

Filed2026-04-20

ANGLOGOLD ASHANTI PLC

13.88%

Shares14.7K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW

-4.34%

Shares10.9K

Event2026-03-31

Filed2026-04-20

BSJR

INVESCO EXCH TRD SLF IDX FD

-4.21%

Shares62.4K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

10.31%

Shares6.3K

Event2026-03-31

Filed2026-04-20

CMI

CUMMINS INC

0.48%

Shares2.5K

Event2026-03-31

Filed2026-04-20

IBDZ

ISHARES TR

146.75%

Shares51.4K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

-2.50%

Shares8.4K

Event2026-03-31

Filed2026-04-20

SKYY

FIRST TR EXCHANGE-TRADED FD

-0.93%

Shares12.0K

Event2026-03-31

Filed2026-04-20

KBE

SPDR SERIES TRUST

-1.54%

Shares21.8K

Event2026-03-31

Filed2026-04-20

RSG

REPUBLIC SVCS INC

2.98%

Shares5.9K

Event2026-03-31

Filed2026-04-20

COP

CONOCOPHILLIPS

-9.66%

Shares9.6K

Event2026-03-31

Filed2026-04-20

KMI

KINDER MORGAN INC DEL

-3.86%

Shares37.7K

Event2026-03-31

Filed2026-04-20

VRT

VERTIV HOLDINGS CO

-0.04%

Shares5.0K

Event2026-03-31

Filed2026-04-20

DEERE & CO

-0.82%

Shares2.2K

Event2026-03-31

Filed2026-04-20

BSCS

INVESCO EXCH TRD SLF IDX FD

1.60%

Shares59.6K

Event2026-03-31

Filed2026-04-20

BSCR

INVESCO EXCH TRD SLF IDX FD

-15.00%

Shares60.0K

Event2026-03-31

Filed2026-04-20

BSJS

INVESCO EXCH TRD SLF IDX FD

-0.39%

Shares54.1K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-3.53%

Shares4.7K

Event2026-03-31

Filed2026-04-20

BROOKFIELD CORP

-1.56%

Shares27.0K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

126.59%

Shares6.6K

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

-6.41%

Shares13.6K

Event2026-03-31

Filed2026-04-20

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-20

BSCT

INVESCO EXCH TRD SLF IDX FD

6.66%

Shares57.6K

Event2026-03-31

Filed2026-04-20

COF

CAPITAL ONE FINL CORP

1.87%

Shares5.8K

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELEC CO

1.84%

Shares8.0K

Event2026-03-31

Filed2026-04-20

FLOTEK INDUSTRIES INC

0.00%

Shares61.4K

Event2026-03-31

Filed2026-04-20

USFR

WISDOMTREE TR

-6.58%

Shares20.7K

Event2026-03-31

Filed2026-04-20

KKR & CO INC

1.99%

Shares11.0K

Event2026-03-31

Filed2026-04-20

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-20

PSA

PUBLIC STORAGE OPER CO

2.23%

Shares3.7K

Event2026-03-31

Filed2026-04-20

ITW

ILLINOIS TOOL WKS INC

11.91%

Shares3.8K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

-2.74%

Shares4.2K

Event2026-03-31

Filed2026-04-20

VST

VISTRA CORP

12.30%

Shares6.6K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

-11.56%

Shares5.1K

Event2026-03-31

Filed2026-04-20

VLO

VALERO ENERGY CORP

0.67%

Shares3.9K

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC INC

19.84%

Shares1.9K

Event2026-03-31

Filed2026-04-20

BSCU

INVESCO EXCH TRD SLF IDX FD

7.71%

Shares55.7K

Event2026-03-31

Filed2026-04-20

VNT

VONTIER CORPORATION

0.00%

Shares26.1K

Event2026-03-31

Filed2026-04-20

CHUBB LTD SWITZ

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-20

PSTG

EVERPURE INC

-0.04%

Shares15.5K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-20

BSJT

INVESCO EXCH TRD SLF IDX FD

6.74%

Shares42.4K

Event2026-03-31

Filed2026-04-20

CRWD

CROWDSTRIKE HLDGS INC

0.44%

Shares2.3K

Event2026-03-31

Filed2026-04-20

MPLX

MPLX LP

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-20

LINDE PLC

-8.57%

Shares1.7K

Event2026-03-31

Filed2026-04-20

ETR

ENTERGY CORP NEW

-7.06%

Shares7.4K

Event2026-03-31

Filed2026-04-20

VLTO

VERALTO CORP

-18.34%

Shares8.7K

Event2026-03-31

Filed2026-04-20

TRGP

TARGA RES CORP

-95.05%

Shares3.0K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-17.07%

Shares2.2K

Event2026-03-31

Filed2026-04-20

ADI

ANALOG DEVICES INC

1.46%

Shares2.4K

Event2026-03-31

Filed2026-04-20

SLV

ISHARES SILVER TR

3.58%

Shares11.0K

Event2026-03-31

Filed2026-04-20

TYG

TORTOISE ENERGY INFRSTRCTR C

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

-25.02%

Shares1.1K

Event2026-03-31

Filed2026-04-20

IBCA

ISHARES TR

New

Shares28.2K

Event2026-03-31

Filed2026-04-20

BLACKSTONE INC

-24.71%

Shares6.3K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

New

Shares11.5K

Event2026-03-31

Filed2026-04-20

SHOP

SHOPIFY INC

-75.57%

Shares5.9K

Event2026-03-31

Filed2026-04-20

TQQQ

PROSHARES TR

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-20

ENB

ENBRIDGE INC

0.05%

Shares12.7K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

-16.68%

Shares6.5K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

-5.50%

Shares8.5K

Event2026-03-31

Filed2026-04-20

CCJ

CAMECO CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-20

MORGAN STANLEY

2.41%

Shares3.9K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-20

IEX

IDEX CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

22.22%

Shares3.1K

Event2026-03-31

Filed2026-04-20

PLD

PROLOGIS INC.

-4.81%

Shares4.5K

Event2026-03-31

Filed2026-04-20

FTI

TECHNIPFMC PLC

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

-8.31%

Shares1.6K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

-18.65%

Shares8.3K

Event2026-03-31

Filed2026-04-20

ALPS ETF TR

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-20

PAA

PLAINS ALL AMERN PIPELINE L

New

Shares24.4K

Event2026-03-31

Filed2026-04-20

IDMO

INVESCO EXCH TRADED FD TR II

57.67%

Shares9.8K

Event2026-03-31

Filed2026-04-20

LAMR

LAMAR ADVERTISING CO

-8.67%

Shares4.2K

Event2026-03-31

Filed2026-04-20

WEC ENERGY GROUP INC

-6.61%

Shares4.5K

Event2026-03-31

Filed2026-04-20

AME

AMETEK INC

0.99%

Shares2.4K

Event2026-03-31

Filed2026-04-20

PAYX

PAYCHEX INC

0.50%

Shares5.6K

Event2026-03-31

Filed2026-04-20

ECL

ECOLAB INC

-5.50%

Shares1.9K

Event2026-03-31

Filed2026-04-20

AMP

AMERIPRISE FINL INC

3.90%

Shares1.1K

Event2026-03-31

Filed2026-04-20

CALM

CAL MAINE FOODS INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-20

EXC

EXELON CORP

-9.19%

Shares10.0K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

-27.32%

Shares7.6K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

3.26%

Shares9.9K

Event2026-03-31

Filed2026-04-20

AFL

AFLAC INC

0.75%

Shares4.3K

Event2026-03-31

Filed2026-04-20

NOW

SERVICENOW INC

-2.19%

Shares4.5K

Event2026-03-31

Filed2026-04-20

CMS

CMS ENERGY CORP

-8.16%

Shares6.0K

Event2026-03-31

Filed2026-04-20

TRV

TRAVELERS COMPANIES INC

-10.76%

Shares1.6K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

New

Shares4.7K

Event2026-03-31

Filed2026-04-20

BSJU

INVESCO EXCH TRD SLF IDX FD

13.29%

Shares17.7K

Event2026-03-31

Filed2026-04-20

XEL

XCEL ENERGY INC

-11.59%

Shares5.6K

Event2026-03-31

Filed2026-04-20

NOC

NORTHROP GRUMMAN CORP

0.63%

Shares639

Event2026-03-31

Filed2026-04-20

FANG

DIAMONDBACK ENERGY INC

-24.07%

Shares2.2K

Event2026-03-31

Filed2026-04-20

KLAC

KLA CORP

2.88%

Shares286

Event2026-03-31

Filed2026-04-20

VBK

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-20

CARLYLE GROUP INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-20

LHX

L3HARRIS TECHNOLOGIES INC

1.41%

Shares1.1K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

1.51%

Shares1.7K

Event2026-03-31

Filed2026-04-20

BROADRIDGE FINL SOLUTIONS IN

2.28%

Shares2.4K

Event2026-03-31

Filed2026-04-20

SYY

SYSCO CORP

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-20

AT&T INC

-0.05%

Shares13.0K

Event2026-03-31

Filed2026-04-20

GNRC

GENERAC HLDGS INC

-51.99%

Shares1.9K

Event2026-03-31

Filed2026-04-20

PEG

PUBLIC SVC ENTERPRISE GROUP

-10.21%

Shares4.6K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

14.13%

Shares1.8K

Event2026-03-31

Filed2026-04-20

MUSA

MURPHY USA INC

0.00%

Shares745

Event2026-03-31

Filed2026-04-20

LFUS

LITTELFUSE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

1.87%

Shares381

Event2026-03-31

Filed2026-04-20

IXN

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-20

EQIX

EQUINIX INC

1.12%

Shares360

Event2026-03-31

Filed2026-04-20

QQQM

INVESCO EXCH TRADED FD TR II

-91.85%

Shares1.5K

Event2026-03-31

Filed2026-04-20

WELL

WELLTOWER INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-20

NUE

NUCOR CORP

1.68%

Shares2.1K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

New

Shares4.7K

Event2026-03-31

Filed2026-04-20

VIPER ENERGY INC

-25.73%

Shares7.3K

Event2026-03-31

Filed2026-04-20

BSCV

INVESCO EXCH TRD SLF IDX FD

1.13%

Shares20.6K

Event2026-03-31

Filed2026-04-20

IBHJ

ISHARES TR

New

Shares12.9K

Event2026-03-31

Filed2026-04-20

GBDC

GOLUB CAP BDC INC

New

Shares26.7K

Event2026-03-31

Filed2026-04-20

IBHI

ISHARES TR

New

Shares14.5K

Event2026-03-31

Filed2026-04-20

DLR

DIGITAL RLTY TR INC

-10.76%

Shares1.9K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

-5.63%

Shares2.7K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares6.2K

Event2026-03-31

Filed2026-04-20

EXPE

EXPEDIA GROUP INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-20

EXR

EXTRA SPACE STORAGE INC

-4.64%

Shares2.5K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

-10.98%

Shares3.3K

Event2026-03-31

Filed2026-04-20

TRANE TECHNOLOGIES PLC

2.14%

Shares763

Event2026-03-31

Filed2026-04-20

AWK

AMERICAN WTR WKS CO INC NEW

-3.87%

Shares2.3K

Event2026-03-31

Filed2026-04-20

CONSOLIDATED EDISON INC

11.07%

Shares2.8K

Event2026-03-31

Filed2026-04-20

SOUTHSTATE BK CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-20

GWW

WW GRAINGER INC

0.00%

Shares272

Event2026-03-31

Filed2026-04-20

AEE

AMEREN CORP

-13.46%

Shares2.6K

Event2026-03-31

Filed2026-04-20

DVN

DEVON ENERGY CORP NEW

New

Shares5.5K

Event2026-03-31

Filed2026-04-20

HIG

HARTFORD INSURANCE GROUP INC

-12.88%

Shares2.0K

Event2026-03-31

Filed2026-04-20

ALTRIA GROUP INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-20

CITIGROUP INC

8.31%

Shares2.4K

Event2026-03-31

Filed2026-04-20

RFG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

-9.28%

Shares1.1K

Event2026-03-31

Filed2026-04-20

IRM

IRON MTN INC DEL

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-20

INTC

INTEL CORP

New

Shares5.8K

Event2026-03-31

Filed2026-04-20

XLU

SELECT SECTOR SPDR TR

New

Shares5.5K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-20

SCZ

ISHARES TR

-35.70%

Shares3.2K

Event2026-03-31

Filed2026-04-20

THE CIGNA GROUP

5.83%

Shares926

Event2026-03-31

Filed2026-04-20

IBMR

ISHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-20

KIE

SPDR SERIES TRUST

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-20

IBMS

ISHARES TR

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-20

IBMQ

ISHARES TR

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-20

CSX

CSX CORP

-31.35%

Shares5.8K

Event2026-03-31

Filed2026-04-20

TPYP

TORTOISE CAPITAL SERIES TRUS

New

Shares5.6K

Event2026-03-31

Filed2026-04-20

ORLY

OREILLY AUTOMOTIVE INC

2.57%

Shares2.6K

Event2026-03-31

Filed2026-04-20

IBHH

ISHARES TR

New

Shares10.0K

Event2026-03-31

Filed2026-04-20

AMAT

APPLIED MATLS INC

New

Shares685

Event2026-03-31

Filed2026-04-20

VDE

VANGUARD WORLD FD

New

Shares1.4K

Event2026-03-31

Filed2026-04-20

JCI

JOHNSON CONTROLS INTERNATION

3.01%

Shares1.8K

Event2026-03-31

Filed2026-04-20

IBHK

ISHARES TR

New

Shares9.2K

Event2026-03-31

Filed2026-04-20

SCHW

SCHWAB CHARLES CORP

-16.62%

Shares2.5K

Event2026-03-31

Filed2026-04-20

IJT

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-20

BSCW

INVESCO EXCH TRD SLF IDX FD

New

Shares11.1K

Event2026-03-31

Filed2026-04-20

GSIE

GOLDMAN SACHS ETF TR

-40.25%

Shares5.3K

Event2026-03-31

Filed2026-04-20

QCOM

QUALCOMM INC

9.05%

Shares1.8K

Event2026-03-31

Filed2026-04-20

DTE

DTE ENERGY CO

-12.56%

Shares1.5K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

ITA

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

MMM

3M CO

8.30%

Shares1.5K

Event2026-03-31

Filed2026-04-20

UAMY

UNITED STATES ANTIMONY CORP

0.00%

Shares24.3K

Event2026-03-31

Filed2026-04-20

RSPH

INVESCO EXCHANGE TRADED FD T

-34.27%

Shares7.0K

Event2026-03-31

Filed2026-04-20

QLD

PROSHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-20

CRGY

CRESCENT ENERGY COMPANY

0.00%

Shares15.3K

Event2026-03-31

Filed2026-04-20

JHML

JOHN HANCOCK EXCHANGE TRADED

-42.07%

Shares2.6K

Event2026-03-31

Filed2026-04-20

MTN

VAIL RESORTS INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-20

NOBL

PROSHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-20

UPRO

PROSHARES TR

13.15%

Shares2.1K

Event2026-03-31

Filed2026-04-20

ATEC

ALPHATEC HLDGS INC

-55.95%

Shares10.1K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION200 shares0.00%2026-03-312026-04-20

NVDA Call

NVIDIA CORPORATION

0.00%

Shares200

Event2026-03-31

Filed2026-04-20

Put Option Holdings

No put option holdings data available