Sponsored
The Analysis of SHEETS SMITH WEALTH MANAGEMENT's Holdings & P&L
Currently, SHEETS SMITH WEALTH MANAGEMENT holds 393 types of securities in its portfolio with a total value $888.5M. In the most recent quarter, they have increased their positions in IGV (+37.7K shares, valued at $3.0M), N/A (+79.7K shares, valued at $1.5M), ISTB (+29.9K shares, valued at $1.4M); decreased their positions in N/A (-9.0K shares, valued at $2.6M), ULTA (-4.1K shares, valued at $2.1M), ECL (-6.6K shares, valued at $1.7M); initiated new positions in IGV (+37.7K shares, valued at $3.0M), N/A (+79.7K shares, valued at $1.5M), N/A (+17.0K shares, valued at $1.3M).
1M P&L
+15.6M+2.02%
3M P&L
-2.0M-0.26%
HY P&L
+41.8M+5.61%
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/A343.5M
46.1%
2Beverages - Non-Alcoholic32.7M
4.4%
3Drug Manufacturers - General27.4M
3.7%
Top Industries by Stock Count
1N/A154 stocks
42.4%
2Banks - Regional13 stocks
3.6%
3Drug Manufacturers - General8 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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VANGUARD INDEX FDS
-0.39%VANGUARD INDEX FDS
Shares74.3K
Event2026-03-31
Filed2026-04-16
IVV
1.34%ISHARES TR
Shares56.7K
Event2026-03-31
Filed2026-04-16
ALPHABET INC
-8.58%ALPHABET INC
Shares95.6K
Event2026-03-31
Filed2026-04-16
KO
0.04%COCA COLA CO
Shares330.9K
Event2026-03-31
Filed2026-04-16
SCHX
2.75%SCHWAB STRATEGIC TR
Shares724.4K
Event2026-03-31
Filed2026-04-16
AMZN
-8.73%AMAZON COM INC
Shares83.9K
Event2026-03-31
Filed2026-04-16
INVESCO QQQ TR
-0.28%INVESCO QQQ TR
Shares27.7K
Event2026-03-31
Filed2026-04-16
V
-11.04%VISA INC
Shares46.3K
Event2026-03-31
Filed2026-04-16
SPYM
2.14%SPDR SERIES TRUST
Shares182.4K
Event2026-03-31
Filed2026-04-16
LLY
-3.92%ELI LILLY & CO
Shares14.4K
Event2026-03-31
Filed2026-04-16
AAPL
1.13%APPLE INC
Shares51.8K
Event2026-03-31
Filed2026-04-16
NVDA
-10.18%NVIDIA CORPORATION
Shares69.7K
Event2026-03-31
Filed2026-04-16
XOM
1.05%EXXON MOBIL CORP
Shares71.3K
Event2026-03-31
Filed2026-04-16
SUB
2.42%ISHARES TR
Shares103.4K
Event2026-03-31
Filed2026-04-16
TJX
-8.99%TJX COS INC NEW
Shares68.6K
Event2026-03-31
Filed2026-04-16
PULS
7.85%PGIM ETF TR
Shares195.0K
Event2026-03-31
Filed2026-04-16
ECL
-15.36%ECOLAB INC
Shares36.2K
Event2026-03-31
Filed2026-04-16
SPIB
-0.51%SPDR SERIES TRUST
Shares285.0K
Event2026-03-31
Filed2026-04-16
TSCO
-13.80%TRACTOR SUPPLY CO
Shares201.9K
Event2026-03-31
Filed2026-04-16
DGRO
12.56%ISHARES TR
Shares116.1K
Event2026-03-31
Filed2026-04-16
JEPQ
5.18%J P MORGAN EXCHANGE TRADED F
Shares143.9K
Event2026-03-31
Filed2026-04-16
IJH
3.53%ISHARES TR
Shares114.8K
Event2026-03-31
Filed2026-04-16
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares202.0K
Event2026-03-31
Filed2026-04-16
SCHD
0.78%SCHWAB STRATEGIC TR
Shares247.6K
Event2026-03-31
Filed2026-04-16
PEP
-3.88%PEPSICO INC
Shares48.4K
Event2026-03-31
Filed2026-04-16
PSA
-0.13%PUBLIC STORAGE OPER CO
Shares26.8K
Event2026-03-31
Filed2026-04-16
ULTA
-22.85%ULTA BEAUTY INC
Shares13.9K
Event2026-03-31
Filed2026-04-16
SCHB
1.01%SCHWAB STRATEGIC TR
Shares280.0K
Event2026-03-31
Filed2026-04-16
JPM
11.48%JPMORGAN CHASE & CO
Shares23.5K
Event2026-03-31
Filed2026-04-16
CPRT
-20.29%COPART INC
Shares203.2K
Event2026-03-31
Filed2026-04-16
SPDW
1.79%SPDR INDEX SHS FDS
Shares145.8K
Event2026-03-31
Filed2026-04-16
IQV
-16.17%IQVIA HLDGS INC
Shares38.2K
Event2026-03-31
Filed2026-04-16
SPG
3.12%SIMON PPTY GROUP INC NEW
Shares33.9K
Event2026-03-31
Filed2026-04-16
AMGN
0.22%AMGEN INC
Shares17.7K
Event2026-03-31
Filed2026-04-16
MTZ
-6.80%MASTEC INC
Shares18.4K
Event2026-03-31
Filed2026-04-16
ITOT
-2.36%ISHARES TR
Shares41.4K
Event2026-03-31
Filed2026-04-16
COHERENT CORP
-2.00%COHERENT CORP
Shares24.5K
Event2026-03-31
Filed2026-04-16
WPC
0.71%WP CAREY INC
Shares84.0K
Event2026-03-31
Filed2026-04-16
GWW
0.04%WW GRAINGER INC
Shares5.2K
Event2026-03-31
Filed2026-04-16
MSFT
-6.00%MICROSOFT CORP
Shares15.0K
Event2026-03-31
Filed2026-04-16
FIRST CTZNS BANCSHARES INC D
0.80%FIRST CTZNS BANCSHARES INC D
Shares2.9K
Event2026-03-31
Filed2026-04-16
INTU
-23.66%INTUIT
Shares12.1K
Event2026-03-31
Filed2026-04-16
UBER
0.10%UBER TECHNOLOGIES INC
Shares72.3K
Event2026-03-31
Filed2026-04-16
VIG
0.48%VANGUARD SPECIALIZED FUNDS
Shares23.5K
Event2026-03-31
Filed2026-04-16
SPTM
37.75%SPDR SERIES TRUST
Shares62.6K
Event2026-03-31
Filed2026-04-16
IJR
1.70%ISHARES TR
Shares38.6K
Event2026-03-31
Filed2026-04-16
CENCORA INC
0.03%CENCORA INC
Shares14.4K
Event2026-03-31
Filed2026-04-16
ALPHABET INC
0.59%ALPHABET INC
Shares15.7K
Event2026-03-31
Filed2026-04-16
GLD
0.03%SPDR GOLD TR
Shares10.4K
Event2026-03-31
Filed2026-04-16
COST
4.86%COSTCO WHOLESALE CORPORATION
Shares4.4K
Event2026-03-31
Filed2026-04-16
VO
3.41%VANGUARD INDEX FDS
Shares15.3K
Event2026-03-31
Filed2026-04-16
OEF
30.72%ISHARES TR
Shares13.4K
Event2026-03-31
Filed2026-04-16
IBRX
-12.65%IMMUNITYBIO INC
Shares552.0K
Event2026-03-31
Filed2026-04-16
HD
0.80%HOME DEPOT INC
Shares12.8K
Event2026-03-31
Filed2026-04-16
INVESCO EXCHANGE TRADED FD T
0.34%INVESCO EXCHANGE TRADED FD T
Shares21.3K
Event2026-03-31
Filed2026-04-16
EFA
2.36%ISHARES TR
Shares41.2K
Event2026-03-31
Filed2026-04-16
SCHF
3.66%SCHWAB STRATEGIC TR
Shares160.1K
Event2026-03-31
Filed2026-04-16
DUKE ENERGY CORP NEW
0.15%DUKE ENERGY CORP NEW
Shares28.0K
Event2026-03-31
Filed2026-04-16
OUSM
-5.09%ALPS ETF TR
Shares83.6K
Event2026-03-31
Filed2026-04-16
VTV
0.00%VANGUARD INDEX FDS
Shares18.6K
Event2026-03-31
Filed2026-04-16
OUNZ
-0.84%VANECK MERK GOLD ETF
Shares78.2K
Event2026-03-31
Filed2026-04-16
IYR
0.00%ISHARES TR
Shares36.0K
Event2026-03-31
Filed2026-04-16
ISTB
74.06%ISHARES TR
Shares70.2K
Event2026-03-31
Filed2026-04-16
IGM
-2.92%ISHARES TR
Shares28.3K
Event2026-03-31
Filed2026-04-16
BLACKROCK INC
0.15%BLACKROCK INC
Shares3.5K
Event2026-03-31
Filed2026-04-16
VV
0.00%VANGUARD INDEX FDS
Shares11.0K
Event2026-03-31
Filed2026-04-16
VCIT
9.76%VANGUARD SCOTTSDALE FDS
Shares39.3K
Event2026-03-31
Filed2026-04-16
ABBV
0.36%ABBVIE INC
Shares14.9K
Event2026-03-31
Filed2026-04-16
FNB
-0.05%F N B CORP
Shares191.2K
Event2026-03-31
Filed2026-04-16
VIS
-0.36%VANGUARD WORLD FD
Shares9.8K
Event2026-03-31
Filed2026-04-16
TMUS
9.69%T-MOBILE US INC
Shares14.5K
Event2026-03-31
Filed2026-04-16
IGV
NewISHARES TR
Shares37.7K
Event2026-03-31
Filed2026-04-16
CNI
-25.89%CANADIAN NATL RY CO
Shares28.6K
Event2026-03-31
Filed2026-04-16
JPST
5.76%J P MORGAN EXCHANGE TRADED F
Shares56.4K
Event2026-03-31
Filed2026-04-16
SNPE
-1.81%DBX ETF TR
Shares46.7K
Event2026-03-31
Filed2026-04-16
FDVV
-2.34%FIDELITY COVINGTON TRUST
Shares49.6K
Event2026-03-31
Filed2026-04-16
JNJ
2.18%JOHNSON & JOHNSON
Shares10.7K
Event2026-03-31
Filed2026-04-16
MERCK & CO INC
0.97%MERCK & CO INC
Shares21.4K
Event2026-03-31
Filed2026-04-16
JPIE
17.80%J P MORGAN EXCHANGE TRADED F
Shares55.2K
Event2026-03-31
Filed2026-04-16
WSM
-2.37%WILLIAMS SONOMA INC
Shares13.9K
Event2026-03-31
Filed2026-04-16
ETFS GOLD TR
-3.22%ETFS GOLD TR
Shares55.4K
Event2026-03-31
Filed2026-04-16
RBC
-4.67%RBC BEARINGS INC
Shares4.5K
Event2026-03-31
Filed2026-04-16
SCHO
-13.52%SCHWAB STRATEGIC TR
Shares100.5K
Event2026-03-31
Filed2026-04-16
SPY
0.97%STATE STR SPDR S&P 500 ETF T
Shares3.7K
Event2026-03-31
Filed2026-04-16
VTI
96.06%VANGUARD INDEX FDS
Shares7.5K
Event2026-03-31
Filed2026-04-16
TPR
0.00%TAPESTRY INC
Shares16.9K
Event2026-03-31
Filed2026-04-16
NOW
0.12%SERVICENOW INC
Shares22.4K
Event2026-03-31
Filed2026-04-16
NKE
-31.32%NIKE INC
Shares44.2K
Event2026-03-31
Filed2026-04-16
ICSH
-0.98%ISHARES TR
Shares44.6K
Event2026-03-31
Filed2026-04-16
HON
0.29%HONEYWELL INTL INC
Shares9.9K
Event2026-03-31
Filed2026-04-16
ITA
-2.34%ISHARES TR
Shares10.1K
Event2026-03-31
Filed2026-04-16
PANW
142.41%PALO ALTO NETWORKS INC
Shares13.8K
Event2026-03-31
Filed2026-04-16
PFFA
7.71%ETFIS SER TR I
Shares107.5K
Event2026-03-31
Filed2026-04-16
LVHI
-3.26%LEGG MASON ETF INVT
Shares54.0K
Event2026-03-31
Filed2026-04-16
JEPI
-7.08%J P MORGAN EXCHANGE TRADED F
Shares38.1K
Event2026-03-31
Filed2026-04-16
OTIS
-14.64%OTIS WORLDWIDE CORP
Shares28.0K
Event2026-03-31
Filed2026-04-16
WMT
1.68%WALMART INC
Shares17.3K
Event2026-03-31
Filed2026-04-16
SCHM
-0.13%SCHWAB STRATEGIC TR
Shares69.2K
Event2026-03-31
Filed2026-04-16
INVESCO EXCHANGE TRADED FD T
0.12%INVESCO EXCHANGE TRADED FD T
Shares44.9K
Event2026-03-31
Filed2026-04-16
OKE
0.02%ONEOK INC NEW
Shares23.5K
Event2026-03-31
Filed2026-04-16
LOW
1.47%LOWES COS INC
Shares9.0K
Event2026-03-31
Filed2026-04-16
AMD
-1.61%ADVANCED MICRO DEVICES INC
Shares10.4K
Event2026-03-31
Filed2026-04-16
TECB
7.86%ISHARES TR
Shares38.0K
Event2026-03-31
Filed2026-04-16
MYRG
-7.74%MYR GROUP INC
Shares7.2K
Event2026-03-31
Filed2026-04-16
SIVR
-1.39%ABRDN SILVER ETF TRUST
Shares27.0K
Event2026-03-31
Filed2026-04-16
VCSH
-6.63%VANGUARD SCOTTSDALE FDS
Shares24.2K
Event2026-03-31
Filed2026-04-16
SPHY
-2.14%SPDR SERIES TRUST
Shares79.3K
Event2026-03-31
Filed2026-04-16
ACCENTURE PLC IRELAND
-4.00%ACCENTURE PLC IRELAND
Shares9.3K
Event2026-03-31
Filed2026-04-16
FNDX
10.13%SCHWAB STRATEGIC TR
Shares65.1K
Event2026-03-31
Filed2026-04-16
EMXC
120.82%ISHARES INC
Shares22.8K
Event2026-03-31
Filed2026-04-16
MBB
-4.05%ISHARES TR
Shares18.6K
Event2026-03-31
Filed2026-04-16
AEIS
-16.67%ADVANCED ENERGY INDS
Shares5.5K
Event2026-03-31
Filed2026-04-16
DORM
-5.23%DORMAN PRODS INC
Shares16.9K
Event2026-03-31
Filed2026-04-16
IEFA
14.04%ISHARES TR
Shares19.4K
Event2026-03-31
Filed2026-04-16
PHEQ
-1.56%MORGAN STANLEY ETF TRUST
Shares54.9K
Event2026-03-31
Filed2026-04-16
INVESCO EXCH TRADED FD TR II
-10.06%INVESCO EXCH TRADED FD TR II
Shares24.0K
Event2026-03-31
Filed2026-04-16
TMO
5.72%THERMO FISHER SCIENTIFIC INC
Shares3.5K
Event2026-03-31
Filed2026-04-16
PLTR
0.38%PALANTIR TECHNOLOGIES INC
Shares11.5K
Event2026-03-31
Filed2026-04-16
IGSB
2.24%ISHARES TR
Shares31.9K
Event2026-03-31
Filed2026-04-16
BILS
-19.31%SPDR SERIES TRUST
Shares16.8K
Event2026-03-31
Filed2026-04-16
SPHQ
5.88%INVESCO EXCHANGE TRADED FD T
Shares22.1K
Event2026-03-31
Filed2026-04-16
IWF
0.00%ISHARES TR
Shares3.8K
Event2026-03-31
Filed2026-04-16
IHDG
-1.71%WISDOMTREE TR
Shares32.4K
Event2026-03-31
Filed2026-04-16
ADI
-11.18%ANALOG DEVICES INC
Shares4.9K
Event2026-03-31
Filed2026-04-16
IXN
1.25%ISHARES TR
Shares15.0K
Event2026-03-31
Filed2026-04-16
COEUR MNG INC
NewCOEUR MNG INC
Shares79.7K
Event2026-03-31
Filed2026-04-16
ALLW
0.97%SSGA ACTIVE TR
Shares51.8K
Event2026-03-31
Filed2026-04-16
HWM
-0.41%HOWMET AEROSPACE INC
Shares6.5K
Event2026-03-31
Filed2026-04-16
NFLX
3.11%NETFLIX INC.
Shares15.4K
Event2026-03-31
Filed2026-04-16
GDX
-17.10%VANECK ETF TRUST
Shares16.0K
Event2026-03-31
Filed2026-04-16
MEDP
-0.33%MEDPACE HLDGS INC
Shares3.0K
Event2026-03-31
Filed2026-04-16
AIT
0.62%APPLIED INDL TECHNOLOGIES IN
Shares5.5K
Event2026-03-31
Filed2026-04-16
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares2
Event2026-03-31
Filed2026-04-16
PAYX
-32.61%PAYCHEX INC
Shares15.3K
Event2026-03-31
Filed2026-04-16
GEV
-0.06%GE VERNOVA INC
Shares1.6K
Event2026-03-31
Filed2026-04-16
ISHARES GOLD TR
-9.91%ISHARES GOLD TR
Shares15.8K
Event2026-03-31
Filed2026-04-16
CVX
3.06%CHEVRON CORPORATION
Shares6.7K
Event2026-03-31
Filed2026-04-16
CSX
0.10%CSX CORP
Shares33.7K
Event2026-03-31
Filed2026-04-16
PFXF
2.18%VANECK ETF TRUST
Shares78.1K
Event2026-03-31
Filed2026-04-16
SYLD
-13.69%CAMBRIA ETF TR
Shares18.2K
Event2026-03-31
Filed2026-04-16
SCHW
0.75%SCHWAB CHARLES CORP
Shares14.5K
Event2026-03-31
Filed2026-04-16
UNH
-0.75%UNITEDHEALTH GROUP INC
Shares5.0K
Event2026-03-31
Filed2026-04-16
PAAS
0.11%PAN AMERN SILVER CORP
Shares24.8K
Event2026-03-31
Filed2026-04-16
SEIX
-1.23%VIRTUS ETF TR II
Shares58.4K
Event2026-03-31
Filed2026-04-16
SCHA
-1.36%SCHWAB STRATEGIC TR
Shares45.8K
Event2026-03-31
Filed2026-04-16
AVUV
12.63%AMERICAN CENTY ETF TR
Shares12.0K
Event2026-03-31
Filed2026-04-16
VHT
0.25%VANGUARD WORLD FD
Shares4.9K
Event2026-03-31
Filed2026-04-16
FENY
-0.88%FIDELITY COVINGTON TRUST
Shares38.8K
Event2026-03-31
Filed2026-04-16
MA
9.22%MASTERCARD INCORPORATED
Shares2.6K
Event2026-03-31
Filed2026-04-16
SOLSTICE ADVANCED MATLS INC
NewSOLSTICE ADVANCED MATLS INC
Shares17.0K
Event2026-03-31
Filed2026-04-16
GGG
6.10%GRACO INC
Shares15.2K
Event2026-03-31
Filed2026-04-16
VTIP
8.61%VANGUARD MALVERN FDS
Shares25.3K
Event2026-03-31
Filed2026-04-16
AGG
7.20%ISHARES TR
Shares12.6K
Event2026-03-31
Filed2026-04-16
BALI
-4.31%BLACKROCK ETF TRUST
Shares39.8K
Event2026-03-31
Filed2026-04-16
SPYI
-2.24%NEOS ETF TRUST
Shares24.7K
Event2026-03-31
Filed2026-04-16
BROADCOM INC
4.13%BROADCOM INC
Shares3.9K
Event2026-03-31
Filed2026-04-16
SO
-4.21%SOUTHERN CO
Shares12.5K
Event2026-03-31
Filed2026-04-16
ENSG
0.27%ENSIGN GROUP INC
Shares6.0K
Event2026-03-31
Filed2026-04-16
BLACKSTONE INC
108.09%BLACKSTONE INC
Shares10.4K
Event2026-03-31
Filed2026-04-16
IRT
0.00%INDEPENDENCE RLTY TR INC
Shares80.0K
Event2026-03-31
Filed2026-04-16
DY
0.00%DYCOM INDS INC
Shares3.5K
Event2026-03-31
Filed2026-04-16
OZ
NewBELPOINTE PREP LLC
Shares21.8K
Event2026-03-31
Filed2026-04-16
FTI
-0.20%TECHNIPFMC PLC
Shares16.6K
Event2026-03-31
Filed2026-04-16
RTX
1.29%RTX CORPORATION
Shares6.0K
Event2026-03-31
Filed2026-04-16
CSCO
11.64%CISCO SYS INC
Shares14.8K
Event2026-03-31
Filed2026-04-16
DGRW
-2.49%WISDOMTREE TR
Shares13.0K
Event2026-03-31
Filed2026-04-16
GLDM
19.96%WORLD GOLD TR
Shares12.3K
Event2026-03-31
Filed2026-04-16
VEU
-0.66%VANGUARD INTL EQUITY INDEX F
Shares15.0K
Event2026-03-31
Filed2026-04-16
GE AEROSPACE
-0.03%GE AEROSPACE
Shares4.0K
Event2026-03-31
Filed2026-04-16
BIV
-2.55%VANGUARD BD INDEX FDS
Shares14.5K
Event2026-03-31
Filed2026-04-16
HYGH
-3.93%ISHARES U S ETF TR
Shares13.0K
Event2026-03-31
Filed2026-04-16
SNEX
49.96%STONEX GROUP INC
Shares13.6K
Event2026-03-31
Filed2026-04-16
CRS
-0.25%CARPENTER TECHNOLOGY CORP
Shares2.8K
Event2026-03-31
Filed2026-04-16
BERKSHIRE HATHAWAY INC DEL
-4.18%BERKSHIRE HATHAWAY INC DEL
Shares2.3K
Event2026-03-31
Filed2026-04-16
KEYS
-28.42%KEYSIGHT TECHNOLOGIES INC
Shares3.9K
Event2026-03-31
Filed2026-04-16
CVCO
0.90%CAVCO INDS INC DEL
Shares2.3K
Event2026-03-31
Filed2026-04-16
QUS
-0.33%SPDR SERIES TRUST
Shares6.3K
Event2026-03-31
Filed2026-04-16
DVY
1.27%ISHARES TR
Shares7.1K
Event2026-03-31
Filed2026-04-16
ARMN
-0.46%ARIS MINING CORPORATION
Shares57.7K
Event2026-03-31
Filed2026-04-16
APEI
-0.36%AMERICAN PUB ED INC
Shares18.8K
Event2026-03-31
Filed2026-04-16
UNP
0.32%UNION PAC CORP
Shares4.4K
Event2026-03-31
Filed2026-04-16
MCD
0.47%MCDONALDS CORP
Shares3.4K
Event2026-03-31
Filed2026-04-16
ACWI
1.64%ISHARES TR
Shares7.6K
Event2026-03-31
Filed2026-04-16
VDE
0.46%VANGUARD WORLD FD
Shares6.1K
Event2026-03-31
Filed2026-04-16
SFST
17.66%SOUTHERN FIRST BANCSHARES
Shares19.2K
Event2026-03-31
Filed2026-04-16
TSM
0.03%TAIWAN SEMICONDUCTOR MANUFAC
Shares3.1K
Event2026-03-31
Filed2026-04-16
CEFS
-5.10%EXCHANGE LISTED FDS TR
Shares46.0K
Event2026-03-31
Filed2026-04-16
SPEM
8.44%SPDR INDEX SHS FDS
Shares22.0K
Event2026-03-31
Filed2026-04-16
GILD
0.88%GILEAD SCIENCES INC
Shares7.2K
Event2026-03-31
Filed2026-04-16
REGN
0.15%REGENERON PHARMACEUTICALS
Shares1.3K
Event2026-03-31
Filed2026-04-16
SYK
0.47%STRYKER CORPORATION
Shares3.0K
Event2026-03-31
Filed2026-04-16
RSPR
8.97%INVESCO EXCHANGE TRADED FD T
Shares29.3K
Event2026-03-31
Filed2026-04-16
GTLS
-32.53%CHART INDS INC
Shares4.7K
Event2026-03-31
Filed2026-04-16
PAAA
6.02%PGIM ETF TR
Shares18.1K
Event2026-03-31
Filed2026-04-16
SAIA
0.04%SAIA INC
Shares2.6K
Event2026-03-31
Filed2026-04-16
PFRL
-2.97%PGIM ETF TR
Shares19.0K
Event2026-03-31
Filed2026-04-16
ANGL
3.33%VANECK ETF TRUST
Shares31.6K
Event2026-03-31
Filed2026-04-16
CL
0.28%COLGATE PALMOLIVE CO
Shares10.6K
Event2026-03-31
Filed2026-04-16
FCFS
-0.35%FIRSTCASH HOLDINGS INC
Shares4.8K
Event2026-03-31
Filed2026-04-16
ATLANTA BRAVES HLDGS INC
0.00%ATLANTA BRAVES HLDGS INC
Shares21.1K
Event2026-03-31
Filed2026-04-16
AGI
-0.21%ALAMOS GOLD INC
Shares20.1K
Event2026-03-31
Filed2026-04-16
FLQM
8.07%FRANKLIN TEMPLETON ETF TR
Shares16.1K
Event2026-03-31
Filed2026-04-16
CALF
-5.72%PACER FDS TR
Shares19.7K
Event2026-03-31
Filed2026-04-16
MARVELL TECHNOLOGY INC
0.25%MARVELL TECHNOLOGY INC
Shares8.7K
Event2026-03-31
Filed2026-04-16
CENX
-0.43%CENTURY ALUM CO
Shares14.6K
Event2026-03-31
Filed2026-04-16
HYBL
5.06%SSGA ACTIVE TR
Shares30.7K
Event2026-03-31
Filed2026-04-16
DRI
0.00%DARDEN RESTAURANTS INC
Shares4.3K
Event2026-03-31
Filed2026-04-16
USFR
0.89%WISDOMTREE TR
Shares16.6K
Event2026-03-31
Filed2026-04-16
AUGO
NewAURA MINERALS INC
Shares10.2K
Event2026-03-31
Filed2026-04-16
OPCH
18.58%OPTION CARE HEALTH INC
Shares31.0K
Event2026-03-31
Filed2026-04-16
BCS
-0.43%BARCLAYS PLC
Shares39.5K
Event2026-03-31
Filed2026-04-16
TFC
0.34%TRUIST FINL CORP
Shares18.1K
Event2026-03-31
Filed2026-04-16
CITIGROUP INC
-21.71%CITIGROUP INC
Shares7.3K
Event2026-03-31
Filed2026-04-16
VXUS
NewVANGUARD STAR FDS
Shares10.7K
Event2026-03-31
Filed2026-04-16
CAH
0.23%CARDINAL HEALTH INC
Shares3.9K
Event2026-03-31
Filed2026-04-16
AIR
0.00%AAR CORP
Shares7.5K
Event2026-03-31
Filed2026-04-16
ITM
39.68%VANECK ETF TRUST
Shares17.6K
Event2026-03-31
Filed2026-04-16
JBND
62.23%J P MORGAN EXCHANGE TRADED F
Shares15.1K
Event2026-03-31
Filed2026-04-16
HGER
-1.70%HARBOR ETF TRUST
Shares26.1K
Event2026-03-31
Filed2026-04-16
RNST
63.32%RENASANT CORP
Shares22.2K
Event2026-03-31
Filed2026-04-16
OSW
0.00%ONESPAWORLD HOLDINGS LIMITED
Shares34.8K
Event2026-03-31
Filed2026-04-16
DDWM
4.29%WISDOMTREE TR
Shares17.8K
Event2026-03-31
Filed2026-04-16
PIM
-1.30%PUTNAM MASTER INTER INCOME T
Shares238.1K
Event2026-03-31
Filed2026-04-16
CCJ
0.10%CAMECO CORP
Shares7.2K
Event2026-03-31
Filed2026-04-16
ENB
-0.56%ENBRIDGE INC
Shares14.1K
Event2026-03-31
Filed2026-04-16
LGLV
-2.51%SPDR SERIES TRUST
Shares4.3K
Event2026-03-31
Filed2026-04-16
PG
7.56%PROCTER & GAMBLE CO
Shares5.3K
Event2026-03-31
Filed2026-04-16
MGC
0.00%VANGUARD WORLD FD
Shares3.2K
Event2026-03-31
Filed2026-04-16
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares1.6K
Event2026-03-31
Filed2026-04-16
PSC
7.93%PRINCIPAL EXCHANGE TRADED FD
Shares12.8K
Event2026-03-31
Filed2026-04-16
VCLT
8.93%VANGUARD SCOTTSDALE FDS
Shares9.8K
Event2026-03-31
Filed2026-04-16
VIAV
-0.26%VIAVI SOLUTIONS INC
Shares21.8K
Event2026-03-31
Filed2026-04-16
NEE
1.12%NEXTERA ENERGY INC
Shares7.8K
Event2026-03-31
Filed2026-04-16
CASH
52.25%PATHWARD FINANCIAL INC
Shares8.0K
Event2026-03-31
Filed2026-04-16
HQY
0.00%HEALTHEQUITY INC
Shares8.5K
Event2026-03-31
Filed2026-04-16
ADUS
0.00%ADDUS HOMECARE CORP
Shares7.5K
Event2026-03-31
Filed2026-04-16
KAI
0.00%KADANT INC
Shares2.4K
Event2026-03-31
Filed2026-04-16
MEC
0.00%MAYVILLE ENGR CO INC
Shares39.0K
Event2026-03-31
Filed2026-04-16
ROAD
-0.27%CONSTRUCTION PARTNERS INC
Shares6.3K
Event2026-03-31
Filed2026-04-16
WFC
1.13%WELLS FARGO & CO
Shares8.8K
Event2026-03-31
Filed2026-04-16
TSLA
1.92%TESLA INC
Shares1.9K
Event2026-03-31
Filed2026-04-16
MUB
-6.15%ISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-04-16
FSM
-0.30%FORTUNA MNG CORP
Shares68.8K
Event2026-03-31
Filed2026-04-16
CAC
NewCAMDEN NATL CORP
Shares14.3K
Event2026-03-31
Filed2026-04-16
BND
18.32%VANGUARD BD INDEX FDS
Shares9.1K
Event2026-03-31
Filed2026-04-16
CVS
-46.00%CVS HEALTH CORP
Shares9.2K
Event2026-03-31
Filed2026-04-16
KALU
-0.55%KAISER ALUMINIUM CORPORATION
Shares5.5K
Event2026-03-31
Filed2026-04-16
ORLY
0.36%OREILLY AUTOMOTIVE INC
Shares7.0K
Event2026-03-31
Filed2026-04-16
ATI
0.65%ATI INC
Shares4.3K
Event2026-03-31
Filed2026-04-16
DBEF
6.76%DBX ETF TR
Shares12.8K
Event2026-03-31
Filed2026-04-16
NSC
-0.18%NORFOLK SOUTHN CORP
Shares2.2K
Event2026-03-31
Filed2026-04-16
AMAT
0.94%APPLIED MATLS INC
Shares1.8K
Event2026-03-31
Filed2026-04-16
EMLP
-0.24%FIRST TR EXCHANGE-TRADED FD
Shares14.3K
Event2026-03-31
Filed2026-04-16
IRM
0.62%IRON MTN INC DEL
Shares6.0K
Event2026-03-31
Filed2026-04-16
GLW
2.06%CORNING INC
Shares4.5K
Event2026-03-31
Filed2026-04-16
BAC
-58.20%BANK AMERICA CORP
Shares12.4K
Event2026-03-31
Filed2026-04-16
BE
NewBLOOM ENERGY CORP
Shares4.4K
Event2026-03-31
Filed2026-04-16
VZ
-2.31%VERIZON COMMUNICATIONS INC
Shares11.9K
Event2026-03-31
Filed2026-04-16
SOUTHSTATE BK CORP
0.11%SOUTHSTATE BK CORP
Shares6.5K
Event2026-03-31
Filed2026-04-16
TKR
0.03%TIMKEN CO
Shares6.0K
Event2026-03-31
Filed2026-04-16
ULS
0.03%UL SOLUTIONS INC
Shares6.9K
Event2026-03-31
Filed2026-04-16
RGLD
0.04%ROYAL GOLD INC
Shares2.3K
Event2026-03-31
Filed2026-04-16
STEL
0.07%STELLAR BANCORP INC
Shares16.1K
Event2026-03-31
Filed2026-04-16
BANC
-0.28%BANC OF CALIFORNIA INC
Shares33.2K
Event2026-03-31
Filed2026-04-16
SPIP
0.00%SPDR SERIES TRUST
Shares22.5K
Event2026-03-31
Filed2026-04-16
LQD
-1.79%ISHARES TR
Shares5.3K
Event2026-03-31
Filed2026-04-16
CWST
44.52%CASELLA WASTE SYS INC
Shares7.2K
Event2026-03-31
Filed2026-04-16
SPMO
19.15%INVESCO EXCH TRADED FD TR II
Shares5.1K
Event2026-03-31
Filed2026-04-16
ODC
0.05%OIL DRI CORP AMER
Shares8.7K
Event2026-03-31
Filed2026-04-16
XMLV
-13.85%INVESCO EXCH TRADED FD TR II
Shares9.0K
Event2026-03-31
Filed2026-04-16
ERO
-0.13%ERO COPPER CORP
Shares20.8K
Event2026-03-31
Filed2026-04-16
AZO
-8.05%AUTOZONE INC
Shares160
Event2026-03-31
Filed2026-04-16
IFS
-0.32%INTERCORP FINL SVCS INC
Shares10.7K
Event2026-03-31
Filed2026-04-16
MSGS
1.03%MADISON SQUARE GRDN SPRT COR
Shares1.7K
Event2026-03-31
Filed2026-04-16
SSNC
NewSS&C TECH HLDGS
Shares7.9K
Event2026-03-31
Filed2026-04-16
LMT
1.03%LOCKHEED MARTIN CORP
Shares882
Event2026-03-31
Filed2026-04-16
APP
-43.89%APPLOVIN CORP
Shares1.3K
Event2026-03-31
Filed2026-04-16
SPSB
-31.26%SPDR SERIES TRUST
Shares17.7K
Event2026-03-31
Filed2026-04-16
EXP
0.04%EAGLE MATLS INC
Shares2.8K
Event2026-03-31
Filed2026-04-16
PINNACLE FINL PARTNERS INC
NewPINNACLE FINL PARTNERS INC
Shares6.1K
Event2026-03-31
Filed2026-04-16
PLMR
-0.28%PALOMAR HLDGS INC
Shares4.3K
Event2026-03-31
Filed2026-04-16
WAT
0.29%WATERS CORP
Shares1.7K
Event2026-03-31
Filed2026-04-16
GS
60.95%GOLDMAN SACHS GROUP INC
Shares610
Event2026-03-31
Filed2026-04-16
MU
2.15%MICRON TECHNOLOGY INC
Shares1.5K
Event2026-03-31
Filed2026-04-16
XNTK
-0.40%SPDR SERIES TRUST
Shares2.0K
Event2026-03-31
Filed2026-04-16
SHYG
-3.98%ISHARES TR
Shares11.9K
Event2026-03-31
Filed2026-04-16
CALM
55.94%CAL MAINE FOODS INC
Shares6.4K
Event2026-03-31
Filed2026-04-16
EEFT
0.00%EURONET WORLDWIDE INC
Shares7.5K
Event2026-03-31
Filed2026-04-16
OLLI
0.00%OLLIES BARGAIN OUTLET HLDGS
Shares5.4K
Event2026-03-31
Filed2026-04-16
KMI
-9.20%KINDER MORGAN INC DEL
Shares14.5K
Event2026-03-31
Filed2026-04-16
SCHE
-0.36%SCHWAB STRATEGIC TR
Shares14.5K
Event2026-03-31
Filed2026-04-16
EXLS
0.34%EXLSERVICE HLDGS INC
Shares15.6K
Event2026-03-31
Filed2026-04-16
DBJP
-8.16%DBX ETF TR
Shares4.7K
Event2026-03-31
Filed2026-04-16
SBUX
0.68%STARBUCKS CORP
Shares5.3K
Event2026-03-31
Filed2026-04-16
RY
0.00%ROYAL BK CDA
Shares2.9K
Event2026-03-31
Filed2026-04-16
EFG
1.23%ISHARES TR
Shares4.2K
Event2026-03-31
Filed2026-04-16
CFG
0.71%CITIZENS FINL GROUP INC
Shares7.8K
Event2026-03-31
Filed2026-04-16
COP
6.84%CONOCOPHILLIPS
Shares3.5K
Event2026-03-31
Filed2026-04-16
MP
-0.25%MP MATERIALS CORP
Shares9.4K
Event2026-03-31
Filed2026-04-16
GIS
-21.57%GENERAL MILLS INC
Shares12.2K
Event2026-03-31
Filed2026-04-16
LH
3.59%LABCORP HOLDINGS INC
Shares1.7K
Event2026-03-31
Filed2026-04-16
COHU
2.95%COHU INC
Shares14.6K
Event2026-03-31
Filed2026-04-16
EBC
-0.29%EASTERN BANKSHARES INC
Shares22.8K
Event2026-03-31
Filed2026-04-16
VIK
-0.12%VIKING HOLDINGS LTD
Shares6.1K
Event2026-03-31
Filed2026-04-16
NLR
12.77%VANECK ETF TRUST
Shares3.3K
Event2026-03-31
Filed2026-04-16
HSY
-5.17%HERSHEY CO
Shares2.1K
Event2026-03-31
Filed2026-04-16
GRAL
-0.22%GRAIL INC
Shares8.5K
Event2026-03-31
Filed2026-04-16
ASIX
0.12%ADVANSIX INC
Shares17.9K
Event2026-03-31
Filed2026-04-16
CLOI
-9.81%VANECK ETF TRUST
Shares8.3K
Event2026-03-31
Filed2026-04-16
EATON CORP PLC
1.77%EATON CORP PLC
Shares1.2K
Event2026-03-31
Filed2026-04-16
WCC
0.07%WESCO INTL INC
Shares1.5K
Event2026-03-31
Filed2026-04-16
PFE
-1.88%PFIZER INC
Shares14.5K
Event2026-03-31
Filed2026-04-16
ALB
0.09%ALBEMARLE CORP
Shares2.2K
Event2026-03-31
Filed2026-04-16
AHR
-0.29%AMERICAN HEALTHCARE REIT INC
Shares8.5K
Event2026-03-31
Filed2026-04-16
VGT
-2.58%VANGUARD WORLD FD
Shares566
Event2026-03-31
Filed2026-04-16
IFRA
-2.06%ISHARES TR
Shares6.9K
Event2026-03-31
Filed2026-04-16
OHI
0.00%OMEGA HEALTHCARE INVS INC
Shares8.9K
Event2026-03-31
Filed2026-04-16
D
10.93%DOMINION ENERGY INC
Shares6.2K
Event2026-03-31
Filed2026-04-16
NVS
0.00%NOVARTIS AG
Shares2.5K
Event2026-03-31
Filed2026-04-16
NU
0.00%NU HLDGS LTD
Shares26.0K
Event2026-03-31
Filed2026-04-16
GRC
-0.12%GORMAN RUPP CO
Shares5.9K
Event2026-03-31
Filed2026-04-16
QXO
0.00%QXO INC
Shares18.7K
Event2026-03-31
Filed2026-04-16
VTHR
-0.08%VANGUARD SCOTTSDALE FDS
Shares1.3K
Event2026-03-31
Filed2026-04-16
AVXL
0.09%ANAVEX LIFE SCIENCES CORP
Shares117.8K
Event2026-03-31
Filed2026-04-16
BJ
NewBJS WHSL CLUB HLDGS INC
Shares3.6K
Event2026-03-31
Filed2026-04-16
DE
8.92%DEERE & CO
Shares635
Event2026-03-31
Filed2026-04-16
IUSV
0.14%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-04-16
VB
0.00%VANGUARD INDEX FDS
Shares1.4K
Event2026-03-31
Filed2026-04-16
SPIN
-6.48%SSGA ACTIVE TR
Shares11.5K
Event2026-03-31
Filed2026-04-16
HYBB
-21.07%ISHARES TR
Shares7.5K
Event2026-03-31
Filed2026-04-16
NJR
0.00%NEW JERSEY RES CORP
Shares6.3K
Event2026-03-31
Filed2026-04-16
OKTA
NewOKTA INC
Shares4.3K
Event2026-03-31
Filed2026-04-16
DIS
15.56%DISNEY WALT CO
Shares3.5K
Event2026-03-31
Filed2026-04-16
AMG
0.00%AFFILIATED MANAGERS GROUP
Shares1.2K
Event2026-03-31
Filed2026-04-16
GPIX
11.61%GOLDMAN SACHS ETF TR
Shares6.7K
Event2026-03-31
Filed2026-04-16
ABT
2.00%ABBOTT LABORATORIES
Shares3.3K
Event2026-03-31
Filed2026-04-16
ROADZEN INC
-23.04%ROADZEN INC
Shares277.1K
Event2026-03-31
Filed2026-04-16
META
-5.86%META PLATFORMS INC
Shares578
Event2026-03-31
Filed2026-04-16
DFAX
0.00%DIMENSIONAL ETF TRUST
Shares9.7K
Event2026-03-31
Filed2026-04-16
FTNT
0.60%FORTINET INC
Shares4.0K
Event2026-03-31
Filed2026-04-16
MPWR
0.00%MONOLITHIC PWR SYS INC
Shares301
Event2026-03-31
Filed2026-04-16
XLV
0.05%SELECT SECTOR SPDR TR
Shares2.2K
Event2026-03-31
Filed2026-04-16
DLN
0.06%WISDOMTREE TR
Shares3.6K
Event2026-03-31
Filed2026-04-16
IGIB
0.00%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-04-16
BMY
0.06%BRISTOL-MYERS SQUIBB CO
Shares5.1K
Event2026-03-31
Filed2026-04-16
XMTR
0.00%XOMETRY INC
Shares7.5K
Event2026-03-31
Filed2026-04-16
AUR
45.96%AURORA INNOVATION INC
Shares71.9K
Event2026-03-31
Filed2026-04-16
QQQM
10.03%INVESCO EXCH TRADED FD TR II
Shares1.2K
Event2026-03-31
Filed2026-04-16
CHY
0.00%CALAMOS CONV & HIGH INCOME F
Shares26.7K
Event2026-03-31
Filed2026-04-16
SLYV
0.20%SPDR SERIES TRUST
Shares3.0K
Event2026-03-31
Filed2026-04-16
BCD
-10.11%ABRDN ETFS
Shares7.9K
Event2026-03-31
Filed2026-04-16
ZTS
-2.26%ZOETIS INC
Shares2.4K
Event2026-03-31
Filed2026-04-16
VNQ
-0.16%VANGUARD INDEX FDS
Shares3.2K
Event2026-03-31
Filed2026-04-16
AXP
1.54%AMERICAN EXPRESS CO
Shares923
Event2026-03-31
Filed2026-04-16
MAR
0.71%MARRIOTT INTL INC NEW
Shares851
Event2026-03-31
Filed2026-04-16
AMT
-0.06%AMERICAN TOWER CORP
Shares1.6K
Event2026-03-31
Filed2026-04-16
IDXX
5.42%IDEXX LABS INC
Shares486
Event2026-03-31
Filed2026-04-16
VDC
0.00%VANGUARD WORLD FD
Shares1.2K
Event2026-03-31
Filed2026-04-16
PM
2.39%PHILIP MORRIS INTL INC
Shares1.6K
Event2026-03-31
Filed2026-04-16
CRM
1.13%SALESFORCE INC
Shares1.4K
Event2026-03-31
Filed2026-04-16
LC
-0.29%LENDINGCLUB ISSUANCE TR SER
Shares18.2K
Event2026-03-31
Filed2026-04-16
QDF
0.00%FLEXSHARES TR
Shares3.3K
Event2026-03-31
Filed2026-04-16
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares5.7K
Event2026-03-31
Filed2026-04-16
ITW
6.85%ILLINOIS TOOL WKS INC
Shares998
Event2026-03-31
Filed2026-04-16
CTVA
NewCORTEVA INC
Shares3.0K
Event2026-03-31
Filed2026-04-16
MDY
NewSTATE STR SPDR S&P MIDCAP 40
Shares406
Event2026-03-31
Filed2026-04-16
UTF
2.33%COHEN & STEERS INFRASTRUCTUR
Shares9.6K
Event2026-03-31
Filed2026-04-16
ORCL
5.75%ORACLE CORP
Shares1.7K
Event2026-03-31
Filed2026-04-16
VRIG
-0.12%INVESCO ACTIVELY MANAGED EXC
Shares9.7K
Event2026-03-31
Filed2026-04-16
TXN
1.55%TEXAS INSTRS INC
Shares1.2K
Event2026-03-31
Filed2026-04-16
FTSM
0.00%FIRST TR EXCHANGE-TRADED FD
Shares4.0K
Event2026-03-31
Filed2026-04-16
IEX
-0.16%IDEX CORP
Shares1.2K
Event2026-03-31
Filed2026-04-16
PAVE
0.11%GLOBAL X FDS
Shares4.5K
Event2026-03-31
Filed2026-04-16
XSVM
0.00%INVESCO EXCHANGE TRADED FD T
Shares3.7K
Event2026-03-31
Filed2026-04-16
DFAC
0.25%DIMENSIONAL ETF TRUST
Shares5.7K
Event2026-03-31
Filed2026-04-16
PRU
-0.09%PRUDENTIAL FINL INC
Shares2.2K
Event2026-03-31
Filed2026-04-16
IEMG
NewISHARES INC
Shares3.1K
Event2026-03-31
Filed2026-04-16
UPS
NewUNITED PARCEL SVCS INC
Shares2.2K
Event2026-03-31
Filed2026-04-16
PYPL
-1.36%PAYPAL HLDGS INC
Shares4.7K
Event2026-03-31
Filed2026-04-16
DIVO
NewAMPLIFY ETF TR
Shares4.7K
Event2026-03-31
Filed2026-04-16
FLTR
0.71%VANECK ETF TRUST
Shares8.2K
Event2026-03-31
Filed2026-04-16
VYM
NewVANGUARD WHITEHALL FDS
Shares1.4K
Event2026-03-31
Filed2026-04-16
BTI
NewBRITISH AMERN TOB PLC
Shares3.5K
Event2026-03-31
Filed2026-04-16
FESM
NewFIDELITY COVINGTON TRUST
Shares5.4K
Event2026-03-31
Filed2026-04-16
EXR
-0.26%EXTRA SPACE STORAGE INC
Shares1.5K
Event2026-03-31
Filed2026-04-16
VFH
0.12%VANGUARD WORLD FD
Shares1.7K
Event2026-03-31
Filed2026-04-16
FDX
NewFEDEX CORP
Shares563
Event2026-03-31
Filed2026-04-16
JFR
0.00%NUVEEN FLOATING RATE INCOME
Shares26.0K
Event2026-03-31
Filed2026-04-16
BDN
2.27%BRANDYWINE RLTY TR
Shares66.6K
Event2026-03-31
Filed2026-04-16
NEA
7.14%NUVEEN AMT FREE QLTY MUN INC
Shares11.3K
Event2026-03-31
Filed2026-04-16
NAK
0.00%NORTHERN DYNASTY MINERALS LT
Shares10.0K
Event2026-03-31
Filed2026-04-16
BTBT
0.00%BIT DIGITAL INC
Shares10.0K
Event2026-03-31
Filed2026-04-16
DFSCW
0.00%KWESST MICRO SYSTEMS INC
Shares35.0K
Event2026-03-31
Filed2026-04-16
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