The Analysis of Silver Grove Financial Group, Inc.'s Holdings & P&L


Currently, Silver Grove Financial Group, Inc. holds 515 types of securities in its portfolio with a total value $124.4M. In the most recent quarter, they have increased their positions in EDGF (+76.9K shares, valued at $1.9M), LLY (+1.0K shares, valued at $925.7K), CAT (+1.2K shares, valued at $819.7K); decreased their positions in N/A (-18.8K shares, valued at $992.5K), DUHP (-19.0K shares, valued at $698.7K), N/A (-1.3K shares, valued at $645.0K); initiated new positions in LLY (+1.0K shares, valued at $925.7K), CAT (+1.2K shares, valued at $819.7K), COST (+722 shares, valued at $719.3K).


1M P&L
+733.1K+0.65%
3M P&L
-2.1M-1.78%
HY P&L
-4.6M-3.92%

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/A64.0M
60.5%
2Semiconductors6.4M
6.1%
3Consumer Electronics4.4M
4.2%

Top Industries by Stock Count

1N/A217 stocks
45.8%
2Software - Application14 stocks
3.0%
3Software - Infrastructure10 stocks
2.1%
Stock Holdings
SECT
MAIN SECTOR
-2.00%
Shares153.3K
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
1.37%
Shares11.7K
Event2026-03-31
Filed2026-05-15
EDGF
ADVISORS INNER CIRCLE FD II
43.22%
Shares254.9K
Event2026-03-31
Filed2026-05-15
AGG
ISHARES TR
-6.06%
Shares57.8K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORP
5.21%
Shares27.5K
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
-0.87%
Shares17.3K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ
INVESCO QQQ
0.05%
Shares5.7K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
3.63%
Shares8.7K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM
6.59%
Shares11.4K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
2.51%
Shares7.5K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE
4.93%
Shares5.9K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
11.21%
Shares5.5K
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
0.05%
Shares15.5K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD BD INDEX FDS
0.72%
Shares21.8K
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
-2.29%
Shares7.4K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
3.51%
Shares13.5K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
1.38%
Shares23.7K
Event2026-03-31
Filed2026-05-15
EDGH
ADVISORS INNER CIRCLE FD II
-21.97%
Shares42.5K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS
6.10%
Shares2.5K
Event2026-03-31
Filed2026-05-15
DFAI
DIMENSIONAL ETF TRUST
92.74%
Shares35.0K
Event2026-03-31
Filed2026-05-15
SDVY
FIRST TR EXCHANGE TRADED FD
-3.11%
Shares32.7K
Event2026-03-31
Filed2026-05-15
FTCB
FIRST TR EXCHANGE-TRADED FD
7.55%
Shares61.0K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
11.01%
Shares4.3K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
-35.16%
Shares2.5K
Event2026-03-31
Filed2026-05-15
USHY
ISHARES BROAD
-9.07%
Shares32.0K
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
-15.92%
Shares1.8K
Event2026-03-31
Filed2026-05-15
BUYW
MAIN BUYWRITE
6.68%
Shares80.9K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
-0.68%
Shares2.9K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
-1.45%
Shares5.4K
Event2026-03-31
Filed2026-05-15
IVV
ISHARES CORE
-10.85%
Shares1.6K
Event2026-03-31
Filed2026-05-15
JBND
J P MORGAN EXCHANGE TRADED F
7.06%
Shares19.5K
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
2.11%
Shares2.4K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD STAR FDS
22.06%
Shares12.8K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
7.66%
Shares7.8K
Event2026-03-31
Filed2026-05-15
SUB
ISHARES TR
13.37%
Shares8.7K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD
-0.24%
Shares2.1K
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD TOTAL
-18.27%
Shares2.7K
Event2026-03-31
Filed2026-05-15
MTB
M & T BK CORP
0.98%
Shares4.0K
Event2026-03-31
Filed2026-05-15
JQUA
J P MORGAN EXCHANGE TRADED F
7.66%
Shares13.5K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES
4.39%
Shares2.6K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL
-2.22%
Shares4.8K
Event2026-03-31
Filed2026-05-15
SLV
ISHARES SILVER
-1.81%
Shares10.8K
Event2026-03-31
Filed2026-05-15
STNG
SCORPIO TANKERS
-1.03%
Shares9.7K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE
New
Shares722
Event2026-03-31
Filed2026-05-15
XLE
STATE STREET
0.05%
Shares11.6K
Event2026-03-31
Filed2026-05-15
V
VISA INC
-3.39%
Shares2.3K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD FSTE
0.40%
Shares11.7K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH
LAM RESEARCH
13.66%
Shares2.9K
Event2026-03-31
Filed2026-05-15
STIP
ISHARES TR
-0.38%
Shares6.0K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD DIVIDEND
6.70%
Shares2.7K
Event2026-03-31
Filed2026-05-15
USMV
ISHARES MSCI
113.41%
Shares6.3K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT
4.53%
Shares1.7K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
New
Shares2.0K
Event2026-03-31
Filed2026-05-15
EDGU
ADVISORS INNER CIRCLE FD II
58.03%
Shares18.1K
Event2026-03-31
Filed2026-05-15
JOE
ST JOE
0.04%
Shares7.9K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
New
Shares880
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
17.11%
Shares2.0K
Event2026-03-31
Filed2026-05-15
NFG
NATIONAL FUEL
80.36%
Shares5.0K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
5.33%
Shares4.9K
Event2026-03-31
Filed2026-05-15
DIA
STATE STREET
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INC
New
Shares886
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
1.20%
Shares3.0K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO
6.81%
Shares2.1K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
9.51%
Shares2.0K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES CORE
-52.00%
Shares6.1K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
New
Shares488
Event2026-03-31
Filed2026-05-15
KLAC
KLA CORP
New
Shares276
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORP
-5.20%
Shares1.9K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA
New
Shares441
Event2026-03-31
Filed2026-05-15
TMAT
NORTHERN LTS FD TR IV
-3.45%
Shares16.2K
Event2026-03-31
Filed2026-05-15
VTIP
VANGUARD SHORT
-23.67%
Shares7.5K
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
-1.57%
Shares2.8K
Event2026-03-31
Filed2026-05-15
VTEB
VANGUARD MUN BD FDS
1.46%
Shares7.4K
Event2026-03-31
Filed2026-05-15
REGL
PROSHARES S&P
0.19%
Shares4.2K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES
11.96%
Shares2.4K
Event2026-03-31
Filed2026-05-15
FXH
FIRST TRUST
0.03%
Shares3.2K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
New
Shares1.2K
Event2026-03-31
Filed2026-05-15
AIRR
FIRST TRUST
6.86%
Shares3.1K
Event2026-03-31
Filed2026-05-15
GSLC
GOLDMAN SACHS
-0.15%
Shares2.6K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATERIALS
New
Shares956
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
New
Shares953
Event2026-03-31
Filed2026-05-15
IDEV
ISHARES CORE
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE
-0.36%
Shares2.2K
Event2026-03-31
Filed2026-05-15
SPYM
State Street SPDR Portfolio S&P 500 ETF
42.62%
Shares3.9K
Event2026-03-31
Filed2026-05-15
BSV
VANGUARD SHORT
-4.21%
Shares3.7K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
7.85%
Shares3.8K
Event2026-03-31
Filed2026-05-15
MTUM
ISHARES MSCI
New
Shares1.2K
Event2026-03-31
Filed2026-05-15
MRSK
TOEWS AGILITY
0.05%
Shares8.1K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
3.66%
Shares1.7K
Event2026-03-31
Filed2026-05-15
PH
PARKER-HANNIFIN CORP
New
Shares309
Event2026-03-31
Filed2026-05-15
TJX
TJX COS
6.47%
Shares1.7K
Event2026-03-31
Filed2026-05-15
COWZ
PACER US
0.16%
Shares4.4K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
6.30%
Shares5.4K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
-1.48%
Shares3.4K
Event2026-03-31
Filed2026-05-15
IPAC
ISHARES TR
New
Shares3.4K
Event2026-03-31
Filed2026-05-15
VMBS
VANGUARD MORTGAGE
-1.26%
Shares5.5K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
New
Shares513
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
-2.11%
Shares1.5K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
New
Shares868
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
-0.96%
Shares1.6K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS
New
Shares789
Event2026-03-31
Filed2026-05-15
PROFESSIONALLY MANAGED
PROFESSIONALLY MANAGED
-80.86%
Shares4.4K
Event2026-03-31
Filed2026-05-15
RRX
REGAL REXNORD CORPORATION
New
Shares1.2K
Event2026-03-31
Filed2026-05-15
CGHM
CAPITAL GRP FIXED INCM ETF T
2.36%
Shares8.9K
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
New
Shares923
Event2026-03-31
Filed2026-05-15
BNDX
VANGUARD TOTAL INT'L BOND ETF
-3.59%
Shares4.4K
Event2026-03-31
Filed2026-05-15
POCT
INNOVATOR ETFS TRUST
0.08%
Shares4.8K
Event2026-03-31
Filed2026-05-15
XLU
STATE STREET
-6.30%
Shares4.4K
Event2026-03-31
Filed2026-05-15
CGMU
CAPITAL GRP FIXED INCM ETF T
New
Shares7.5K
Event2026-03-31
Filed2026-05-15
IFV
FIRST TRUST
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
-0.06%
Shares1.6K
Event2026-03-31
Filed2026-05-15
BLACKROCK FDG
BLACKROCK FDG
New
Shares205
Event2026-03-31
Filed2026-05-15
FANG
DIAMONDBACK ENERGY
New
Shares974
Event2026-03-31
Filed2026-05-15
QCLN
FIRST TRUST
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-15
ITOT
ISHARES CORE
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
VYMI
VANGUARD INTL
New
Shares1.8K
Event2026-03-31
Filed2026-05-15
GDX
VANECK GOLD
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD HIGH
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
DUHP
DIMENSIONAL ETF TRUST
-82.69%
Shares4.0K
Event2026-03-31
Filed2026-05-15
SCHX
Schwab US Large-Cap ETF
-0.53%
Shares5.7K
Event2026-03-31
Filed2026-05-15
SPXN
PROSHARES S&P
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN
New
Shares210
Event2026-03-31
Filed2026-05-15
DVN
DEVON ENERGY
8.00%
Shares2.7K
Event2026-03-31
Filed2026-05-15
EXR
EXTRA SPACE
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
RSPH
INVESCO S&P
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-15
PAAA
PGIM AAA CLO ETF
New
Shares2.4K
Event2026-03-31
Filed2026-05-15
BSX
BOSTON SCIENTIFIC
New
Shares1.8K
Event2026-03-31
Filed2026-05-15
SEIM
SEI Enhanced US Large Cap Momentum Factor ETF
-0.43%
Shares2.3K
Event2026-03-31
Filed2026-05-15
SEIV
SEI Enhanced US Large Cap Value Factor ETF
-4.27%
Shares2.6K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP
New
Shares389
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO
New
Shares654
Event2026-03-31
Filed2026-05-15
SPHY
State Street SPDR Portfolio High Yield Bond ETF
4.77%
Shares4.5K
Event2026-03-31
Filed2026-05-15
PTNQ
PACER TRENDPILOT
0.36%
Shares1.4K
Event2026-03-31
Filed2026-05-15
VBIL
VANGUARD ULTRA
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
EFAV
ISHARES MSCI
New
Shares1.1K
Event2026-03-31
Filed2026-05-15
HLT
HILTON WORLDWIDE
New
Shares309
Event2026-03-31
Filed2026-05-15
SCHP
Schwab US TIPs ETF
4.43%
Shares3.5K
Event2026-03-31
Filed2026-05-15
ACWV
iShares MSCI Global Min Vol Factor ETF
New
Shares760
Event2026-03-31
Filed2026-05-15
PGR
PROGRESSIVE CORP
New
Shares458
Event2026-03-31
Filed2026-05-15
BCI
Aberdeen Standard Investments ETFS Bloomberg All Comdty Strgy K 1 Free ETF
37.57%
Shares3.7K
Event2026-03-31
Filed2026-05-15
ZTS
ZOETIS INC
New
Shares766
Event2026-03-31
Filed2026-05-15
HIMU
ISHARES HIGH
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL
New
Shares370
Event2026-03-31
Filed2026-05-15
SCHA
Schwab US Small-Cap ETF
-3.26%
Shares2.9K
Event2026-03-31
Filed2026-05-15
INVESCO S&P
INVESCO S&P
New
Shares1.1K
Event2026-03-31
Filed2026-05-15
ASML
ASML HOLDING
New
Shares61
Event2026-03-31
Filed2026-05-15
DFUS
DIMENSIONAL ETF TRUST
New
Shares1.1K
Event2026-03-31
Filed2026-05-15
PUTNAM FRANKLIN
PUTNAM FRANKLIN
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-15
DXUV
DIMENSIONAL ETF TRUST
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
IWD
ISHARES RUSSELL
New
Shares346
Event2026-03-31
Filed2026-05-15
SPGI
S&P GLOBAL
New
Shares173
Event2026-03-31
Filed2026-05-15
VAL
VALARIS LTD
New
Shares750
Event2026-03-31
Filed2026-05-15
IWB
ISHARES RUSSELL
New
Shares205
Event2026-03-31
Filed2026-05-15
PLD
PROLOGIS INC
New
Shares527
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
New
Shares521
Event2026-03-31
Filed2026-05-15
DFCF
DIMENSIONAL ETF TRUST
5.24%
Shares1.6K
Event2026-03-31
Filed2026-05-15
BTU
PEABODY ENERGY
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-15
AJG
ARTHUR J
New
Shares300
Event2026-03-31
Filed2026-05-15
BGRN
ISHARES GLOBAL
New
Shares1.4K
Event2026-03-31
Filed2026-05-15
PULS
PGIM ULTRA
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
QALT
SEI DBi Multi-Strategy Alternative ETF
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-15
TDW
TIDEWATER INC
New
Shares750
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY
New
Shares657
Event2026-03-31
Filed2026-05-15
VFLO
VICTORYSHARES FREE
2.05%
Shares1.5K
Event2026-03-31
Filed2026-05-15
ORLY
O REILLY AUTOMOTIVE
New
Shares660
Event2026-03-31
Filed2026-05-15
ODFL
OLD DOMINION
New
Shares310
Event2026-03-31
Filed2026-05-15
GM
GENERAL MOTORS
New
Shares809
Event2026-03-31
Filed2026-05-15
BUFQ
FIRST TRUST
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER
New
Shares117
Event2026-03-31
Filed2026-05-15
VWOB
Vanguard Emerging Markets Government Bond ETF
New
Shares875
Event2026-03-31
Filed2026-05-15
TD
TORONTO DOMINION
New
Shares607
Event2026-03-31
Filed2026-05-15
SLB
SLB LTD
New
Shares1.1K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
New
Shares413
Event2026-03-31
Filed2026-05-15
XOP
STATE STREET
New
Shares300
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
New
Shares596
Event2026-03-31
Filed2026-05-15
FXN
FIRST TRUST
0.38%
Shares2.4K
Event2026-03-31
Filed2026-05-15
QCJL
FIRST TRUST
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-15
EMLC
VanEck J. P. Morgan EM Local Currency Bond ETF
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-15
FVD
FIRST TRUST
New
Shares1.1K
Event2026-03-31
Filed2026-05-15
SEIQ
SEI Enhanced US Large Cap Quality Factor ETF
New
Shares1.4K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS
GENERAL DYNAMICS
New
Shares146
Event2026-03-31
Filed2026-05-15
IWM
ISHARES RUSSELL
New
Shares202
Event2026-03-31
Filed2026-05-15
MBB
iShares MBS ETF
New
Shares525
Event2026-03-31
Filed2026-05-15
HUBBELL INC
HUBBELL INC
New
Shares100
Event2026-03-31
Filed2026-05-15
USIG
ISHS USD INVT GRD BD ETF
New
Shares939
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
New
Shares416
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS
ARISTA NETWORKS
New
Shares382
Event2026-03-31
Filed2026-05-15
BA
BOEING COMPANY
New
Shares234
Event2026-03-31
Filed2026-05-15
HWM
HOWMET AEROSPACE
New
Shares200
Event2026-03-31
Filed2026-05-15
AIVL
WISDOMTREE U S
New
Shares398
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES CORE
New
Shares507
Event2026-03-31
Filed2026-05-15
OKE
ONEOK INC
New
Shares498
Event2026-03-31
Filed2026-05-15
XEL
XCEL ENERGY
New
Shares566
Event2026-03-31
Filed2026-05-15
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
New
Shares743
Event2026-03-31
Filed2026-05-15
UNP
UNION PACIFIC CORP
New
Shares175
Event2026-03-31
Filed2026-05-15
PBR
PETROLEO BRASILEIRO
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-15
AEM
AGNICO-EAGLE
New
Shares200
Event2026-03-31
Filed2026-05-15
DOV
DOVER CORP
New
Shares192
Event2026-03-31
Filed2026-05-15
XLC
SELECT SECTOR SPDR TR
New
Shares360
Event2026-03-31
Filed2026-05-15
DIS
WALT DISNEY
New
Shares411
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
New
Shares375
Event2026-03-31
Filed2026-05-15
BUFZ
FIRST TR EXCHNG TRADED FD VI
New
Shares1.5K
Event2026-03-31
Filed2026-05-15
OC
OWENS CORNING
New
Shares350
Event2026-03-31
Filed2026-05-15
VRT
VERTIV HOLDINGS
New
Shares150
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT MCMORAN INC
New
Shares638
Event2026-03-31
Filed2026-05-15
FXO
FIRST TRUST
New
Shares665
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETE CORP
New
Shares153
Event2026-03-31
Filed2026-05-15
TNK
TEEKAY TANKERS
New
Shares500
Event2026-03-31
Filed2026-05-15
WM
WASTE MANAGEMENT
New
Shares159
Event2026-03-31
Filed2026-05-15
VXF
VANGUARD EXTENDED
New
Shares173
Event2026-03-31
Filed2026-05-15
HCA
HCA HEALTHCARE
New
Shares74
Event2026-03-31
Filed2026-05-15
TTWO
TAKE-TWO INTERACTIVE
New
Shares177
Event2026-03-31
Filed2026-05-15
IUSG
ISHARES S&P
New
Shares222
Event2026-03-31
Filed2026-05-15
RDVY
FIRST TR EXCHANGE TRADED FD
New
Shares499
Event2026-03-31
Filed2026-05-15
FTC
FIRST TR EXCHANGE-TRADED ALP
New
Shares221
Event2026-03-31
Filed2026-05-15
FDT
FIRST TR EXCH TRD ALPHDX FD
New
Shares351
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
New
Shares96
Event2026-03-31
Filed2026-05-15
SCHV
Schwab U.S. Large-Cap Value ETF
New
Shares959
Event2026-03-31
Filed2026-05-15
URI
UNITED RENTALS
New
Shares40
Event2026-03-31
Filed2026-05-15
EFA
ISHARES MSCI
New
Shares300
Event2026-03-31
Filed2026-05-15
MET
METLIFE INC
New
Shares399
Event2026-03-31
Filed2026-05-15
SELV
SEI Enhanced Low Volatility US Large Cap ETF
New
Shares847
Event2026-03-31
Filed2026-05-15
SNPS
SYNOPSYS INC
New
Shares69
Event2026-03-31
Filed2026-05-15
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
New
Shares564
Event2026-03-31
Filed2026-05-15
FICO
FAIR ISAAC
New
Shares25
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD INTERM-TM CORP BD IDX
New
Shares316
Event2026-03-31
Filed2026-05-15
BUFR
FIRST TR EXCHNG TRADED FD VI
New
Shares753
Event2026-03-31
Filed2026-05-15
DHS
WISDOMTREE U S
New
Shares231
Event2026-03-31
Filed2026-05-15
FTGS
FIRST TR EXCHANGE-TRADED FD
New
Shares716
Event2026-03-31
Filed2026-05-15
PLAB
PHOTRONICS INC
New
Shares599
Event2026-03-31
Filed2026-05-15
GVA
GRANITE CONSTRUCTION
New
Shares200
Event2026-03-31
Filed2026-05-15
CZA
INVESCO ZACKS
New
Shares216
Event2026-03-31
Filed2026-05-15
GHM
GRAHAM CORP
New
Shares300
Event2026-03-31
Filed2026-05-15
ALNT
ALLIENT INC
New
Shares400
Event2026-03-31
Filed2026-05-15
EATON CORP
EATON CORP
New
Shares66
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
New
Shares469
Event2026-03-31
Filed2026-05-15
SCHG
Schwab U.S. Large-Cap Growth ETF
New
Shares796
Event2026-03-31
Filed2026-05-15
ALB
ALBEMARLE CORP
New
Shares129
Event2026-03-31
Filed2026-05-15
SHM
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
New
Shares481
Event2026-03-31
Filed2026-05-15
BLBD
BLUE BIRD
New
Shares400
Event2026-03-31
Filed2026-05-15
SN
SHARKNINJA INC
New
Shares211
Event2026-03-31
Filed2026-05-15
QDPL
PACER METAURUS
New
Shares550
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares65
Event2026-03-31
Filed2026-05-15
BIV
Vanguard Intermediate-Term Bond ETF
New
Shares283
Event2026-03-31
Filed2026-05-15
MCO
MOODYS CORP
New
Shares50
Event2026-03-31
Filed2026-05-15
TFLR
T Rowe Price Floating Rate ETF
New
Shares427
Event2026-03-31
Filed2026-05-15
AR
ANTERO RESOURCES
New
Shares500
Event2026-03-31
Filed2026-05-15
ESGV
VANGUARD ESG
New
Shares187
Event2026-03-31
Filed2026-05-15
TT
TRANE TECHNOLOGIES
New
Shares50
Event2026-03-31
Filed2026-05-15
ENSG
ENSIGN GROUP INC
New
Shares102
Event2026-03-31
Filed2026-05-15
BLV
Vanguard Long-Term Bond ETF
New
Shares295
Event2026-03-31
Filed2026-05-15
MKC
MC CORMICK
New
Shares402
Event2026-03-31
Filed2026-05-15
OIH
VANECK OIL
New
Shares50
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
New
Shares208
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES CORE
-94.81%
Shares281
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA
New
Shares94
Event2026-03-31
Filed2026-05-15
IUSV
ISHARES CORE
New
Shares185
Event2026-03-31
Filed2026-05-15
PSIX
POWER SOLUTIONS
New
Shares300
Event2026-03-31
Filed2026-05-15
CDW
CDW CORP
New
Shares150
Event2026-03-31
Filed2026-05-15
OMC
OMNICOM GROUP INC
New
Shares241
Event2026-03-31
Filed2026-05-15
DFAS
DIMENSIONAL ETF TRUST
New
Shares255
Event2026-03-31
Filed2026-05-15
KEY
KEYCORP NEW
New
Shares900
Event2026-03-31
Filed2026-05-15
JXN
JACKSON FINANCIAL INC
New
Shares169
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD SMALL CAP VALUE ETF
New
Shares82
Event2026-03-31
Filed2026-05-15
PRDO
PERDOCEO ED CORP
New
Shares478
Event2026-03-31
Filed2026-05-15
EEMV
ISHARES MSCI
New
Shares274
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORP
New
Shares52
Event2026-03-31
Filed2026-05-15
CTAS
CINTAS CORP
New
Shares100
Event2026-03-31
Filed2026-05-15
ASTS
AST SPACEMOBILE
New
Shares200
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
New
Shares127
Event2026-03-31
Filed2026-05-15
FTCS
FIRST TRUST
New
Shares172
Event2026-03-31
Filed2026-05-15
NOBL
PROSHARES S&P
New
Shares150
Event2026-03-31
Filed2026-05-15
RHP
RYMAN HOSPITALITY PPTYS INC
New
Shares172
Event2026-03-31
Filed2026-05-15
DKS
DICKS SPORTING
New
Shares79
Event2026-03-31
Filed2026-05-15
APPF
APPFOLIO INC
New
Shares98
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES MSCI
New
Shares80
Event2026-03-31
Filed2026-05-15
FSK
FS KKR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-15
BUFD
FIRST TR EXCHNG TRADED FD VI
New
Shares543
Event2026-03-31
Filed2026-05-15
KWEB
KRANESHARES CSI
New
Shares534
Event2026-03-31
Filed2026-05-15
MGK
VNGRD MEGA CAP GRWTH ETF
New
Shares41
Event2026-03-31
Filed2026-05-15
WMB
WILLIAMS COS
New
Shares199
Event2026-03-31
Filed2026-05-15
FSTA
FIDELITY MSCI
New
Shares275
Event2026-03-31
Filed2026-05-15
NSC
NORFOLK SOUTHERN
New
Shares50
Event2026-03-31
Filed2026-05-15
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares29
Event2026-03-31
Filed2026-05-15
ZS
ZSCALER INC
New
Shares100
Event2026-03-31
Filed2026-05-15
PAYX
PAYCHEX INC
New
Shares150
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
New
Shares100
Event2026-03-31
Filed2026-05-15
NLR
VANECK URANIUM
New
Shares100
Event2026-03-31
Filed2026-05-15
VOE
VNGRD MDCP VAL ETF
New
Shares72
Event2026-03-31
Filed2026-05-15
SCHO
Schwab Short-Term U.S. Treasury ETF
New
Shares537
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
New
Shares30
Event2026-03-31
Filed2026-05-15
FEX
FIRST TRUST
New
Shares105
Event2026-03-31
Filed2026-05-15
IDXX
IDEXX LABS INC
New
Shares22
Event2026-03-31
Filed2026-05-15
BLDR
BUILDERS FIRSTSOURCE INC
New
Shares150
Event2026-03-31
Filed2026-05-15
LEA
LEAR CORP
New
Shares100
Event2026-03-31
Filed2026-05-15
GDXJ
VANECK JR
New
Shares100
Event2026-03-31
Filed2026-05-15
XYL
XYLEM INC
New
Shares100
Event2026-03-31
Filed2026-05-15
VST
VISTRA CORP
New
Shares79
Event2026-03-31
Filed2026-05-15
SYF
SYNCHRONY FINANCIAL
New
Shares173
Event2026-03-31
Filed2026-05-15
EMB
ISHARES JPMORGAN
New
Shares125
Event2026-03-31
Filed2026-05-15
GRID
FIRST TRUST
New
Shares70
Event2026-03-31
Filed2026-05-15
DTEC
ALPS DISRUPTIVE
New
Shares264
Event2026-03-31
Filed2026-05-15
INCM
FRANKLIN INCOME
New
Shares394
Event2026-03-31
Filed2026-05-15
GSK PLC
GSK PLC
New
Shares205
Event2026-03-31
Filed2026-05-15
SPYV
STATE STREET
New
Shares200
Event2026-03-31
Filed2026-05-15
PSN
PARSONS CORP DEL
New
Shares204
Event2026-03-31
Filed2026-05-15
MGV
VNGRD MEGA CAP VAL ETF
New
Shares75
Event2026-03-31
Filed2026-05-15
NATIONAL GRID
NATIONAL GRID
New
Shares126
Event2026-03-31
Filed2026-05-15
PRU
PRUDENTIAL FINANCIAL
New
Shares107
Event2026-03-31
Filed2026-05-15
ISHARES GOLD
ISHARES GOLD
New
Shares118
Event2026-03-31
Filed2026-05-15
TYL
TYLER TECHNOLOGIES
New
Shares30
Event2026-03-31
Filed2026-05-15
SOXX
ISHARES SEMICONDUCTOR
New
Shares30
Event2026-03-31
Filed2026-05-15
MHK
MOHAWK INDS
New
Shares100
Event2026-03-31
Filed2026-05-15
SIVR
ABERDEEN PHYSICAL
New
Shares135
Event2026-03-31
Filed2026-05-15
SJM
SMUCKER JM
New
Shares100
Event2026-03-31
Filed2026-05-15
PAY
PAYMENTUS HOLDINGS INC
New
Shares376
Event2026-03-31
Filed2026-05-15
FNX
FIRST TR EXCHANGE-TRADED ALP
New
Shares74
Event2026-03-31
Filed2026-05-15
FID
FIRST TRUST
New
Shares443
Event2026-03-31
Filed2026-05-15
SPAB
STATE STREET
New
Shares358
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN
New
Shares15
Event2026-03-31
Filed2026-05-15
TRU
TRANSUNION
New
Shares128
Event2026-03-31
Filed2026-05-15
PPL
PPL CORP
New
Shares225
Event2026-03-31
Filed2026-05-15
SII
SPROTT INC
New
Shares60
Event2026-03-31
Filed2026-05-15
Invesco S&P International Developed Low Volatility ETF
Invesco S&P International Developed Low Volatility ETF
New
Shares248
Event2026-03-31
Filed2026-05-15
IBM
INTL BUSINESS
-97.76%
Shares35
Event2026-03-31
Filed2026-05-15
TDVG
T ROWE
New
Shares189
Event2026-03-31
Filed2026-05-15
JPST
JPMorgan Ultra-Short Income ETF
New
Shares165
Event2026-03-31
Filed2026-05-15
T
AT&T INC
New
Shares284
Event2026-03-31
Filed2026-05-15
O
REALTY INCOME
New
Shares123
Event2026-03-31
Filed2026-05-15
CARR
CARRIER GLOBAL
New
Shares133
Event2026-03-31
Filed2026-05-15
S
SENTINELONE INC
New
Shares575
Event2026-03-31
Filed2026-05-15
TRNS
TRANSCAT INC
New
Shares100
Event2026-03-31
Filed2026-05-15
MMM
3M COMPANY
New
Shares50
Event2026-03-31
Filed2026-05-15
HYD
VanEck High Yield Muni ETF
New
Shares144
Event2026-03-31
Filed2026-05-15
DLR
DIGITAL REALTY
New
Shares39
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL MYERS
New
Shares114
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRUMENTS
New
Shares35
Event2026-03-31
Filed2026-05-15
SOLSTICE ADVANCED
SOLSTICE ADVANCED
New
Shares89
Event2026-03-31
Filed2026-05-15
MLPX
GLOBAL X
New
Shares91
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD SMALL CAP GROWTH ETF
New
Shares22
Event2026-03-31
Filed2026-05-15
FI
FISERV INC
New
Shares118
Event2026-03-31
Filed2026-05-15
IIGD
INVESCO INVESTMENT
New
Shares267
Event2026-03-31
Filed2026-05-15
SD
SANDRIDGE ENERGY
New
Shares400
Event2026-03-31
Filed2026-05-15
TIP
ISHARES TIPS
New
Shares59
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
-98.11%
Shares52
Event2026-03-31
Filed2026-05-15
PMVP
PMV PHARMACEUTICALS
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-15
KMB
KIMBERLY CLARK
New
Shares62
Event2026-03-31
Filed2026-05-15
AUB
ATLANTIC UNION
New
Shares166
Event2026-03-31
Filed2026-05-15
GPC
GENUINE PARTS
New
Shares56
Event2026-03-31
Filed2026-05-15
ATKR
ATKORE INC
New
Shares100
Event2026-03-31
Filed2026-05-15
CBU
COMMUNITY FINANCIAL
New
Shares100
Event2026-03-31
Filed2026-05-15
VTWO
VANGUARD RUSSELL 2000
New
Shares58
Event2026-03-31
Filed2026-05-15
AME
AMETEK INC
New
Shares27
Event2026-03-31
Filed2026-05-15
PFG
PRINCIPAL FINANCIAL
New
Shares64
Event2026-03-31
Filed2026-05-15
ROK
ROCKWELL AUTOMATION
New
Shares16
Event2026-03-31
Filed2026-05-15
VMC
VULCAN MATERIALS
New
Shares20
Event2026-03-31
Filed2026-05-15
OMFL
INVESCO RUSSELL
New
Shares90
Event2026-03-31
Filed2026-05-15
TMUS
T-MOBILE US
New
Shares25
Event2026-03-31
Filed2026-05-15
TSCO
TRACTOR SUPPLY
New
Shares115
Event2026-03-31
Filed2026-05-15
THC
TENET HEALTHCARE
New
Shares27
Event2026-03-31
Filed2026-05-15
JAMES HARDIE
JAMES HARDIE
New
Shares260
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
New
Shares13
Event2026-03-31
Filed2026-05-15
AER
AERCAP HOLDINGS
New
Shares33
Event2026-03-31
Filed2026-05-15
IWR
ISHARES RUSSELL
New
Shares44
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares49
Event2026-03-31
Filed2026-05-15
DRI
DARDEN RESTAURANTS
New
Shares21
Event2026-03-31
Filed2026-05-15
HPE
HEWLETT PACKARD
New
Shares172
Event2026-03-31
Filed2026-05-15
BKR
BAKER HUGHES
New
Shares67
Event2026-03-31
Filed2026-05-15
GOVT
ISHARES US TREASURY BOND
-90.35%
Shares174
Event2026-03-31
Filed2026-05-15
SPGP
INVESCO S&P
New
Shares36
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES
New
Shares28
Event2026-03-31
Filed2026-05-15
VOOG
Vanguard S&P 500 Growth ETF
New
Shares9
Event2026-03-31
Filed2026-05-15
SMR
NUSCALE POWER
New
Shares350
Event2026-03-31
Filed2026-05-15
DDOG
DATADOG INC
New
Shares32
Event2026-03-31
Filed2026-05-15
MARVELL TECHNOLOGY
MARVELL TECHNOLOGY
New
Shares37
Event2026-03-31
Filed2026-05-15
MCHP
MICROCHIP TECHNOLOGY INC
New
Shares54
Event2026-03-31
Filed2026-05-15
CANADIAN PACIFIC
CANADIAN PACIFIC
New
Shares44
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP
New
Shares120
Event2026-03-31
Filed2026-05-15
ATLASSIAN CORP
ATLASSIAN CORP
New
Shares50
Event2026-03-31
Filed2026-05-15
Fidelity OTC Portfolio
Fidelity OTC Portfolio
New
Shares143
Event2026-03-31
Filed2026-05-15
UDR
UDR INC
New
Shares95
Event2026-03-31
Filed2026-05-15
IAGG
ISHARES CORE
New
Shares63
Event2026-03-31
Filed2026-05-15
RGTI
RIGETTI COMPUTING
New
Shares225
Event2026-03-31
Filed2026-05-15
URNM
SPROTT URANIUM
New
Shares50
Event2026-03-31
Filed2026-05-15
T Rowe Price Blue Chip Growth Fund Inc Cl Advisor
T Rowe Price Blue Chip Growth Fund Inc Cl Advisor
New
Shares17
Event2026-03-31
Filed2026-05-15
IQV
IQVIA HOLDINGS
New
Shares17
Event2026-03-31
Filed2026-05-15
JCPB
JPMorgan Core Plus Bond ETF
New
Shares61
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
New
Shares15
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE
New
Shares15
Event2026-03-31
Filed2026-05-15
PSTG
EVERPURE INC
New
Shares45
Event2026-03-31
Filed2026-05-15
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares29
Event2026-03-31
Filed2026-05-15
GCOR
Goldman Sachs Access US Aggregate Bond ETF
New
Shares64
Event2026-03-31
Filed2026-05-15
VICI
VICI PROPERTIES
New
Shares96
Event2026-03-31
Filed2026-05-15
VOT
VNGRD MDCP GRW ETF
New
Shares10
Event2026-03-31
Filed2026-05-15
HLN
HALEON PLC
New
Shares257
Event2026-03-31
Filed2026-05-15
GSIE
Goldman Sachs ActiveBeta International Equity ETF
New
Shares60
Event2026-03-31
Filed2026-05-15
WES
WESTERN MIDSTREAM
New
Shares62
Event2026-03-31
Filed2026-05-15
ARMK
ARAMARK
New
Shares62
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY
New
Shares9
Event2026-03-31
Filed2026-05-15
WEX
WEX INC
New
Shares16
Event2026-03-31
Filed2026-05-15
PSC
PRINCIPAL US
New
Shares42
Event2026-03-31
Filed2026-05-15
CCK
CROWN HOLDINGS
New
Shares24
Event2026-03-31
Filed2026-05-15
STZ
CONSTELLATION BRANDS
New
Shares16
Event2026-03-31
Filed2026-05-15
DHI
DR HORTON
New
Shares17
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD
New
Shares7
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP
New
Shares12
Event2026-03-31
Filed2026-05-15
TTD
TRADE DESK
New
Shares100
Event2026-03-31
Filed2026-05-15
GRAYSCALE BITCOIN
GRAYSCALE BITCOIN
New
Shares75
Event2026-03-31
Filed2026-05-15
CPB
CAMPBELLS CO
New
Shares100
Event2026-03-31
Filed2026-05-15
WBD
WARNER BROS
New
Shares81
Event2026-03-31
Filed2026-05-15
CDC
VICTORYSHARES U S
New
Shares30
Event2026-03-31
Filed2026-05-15
ETR
ENTERGY CORP
New
Shares19
Event2026-03-31
Filed2026-05-15
SPTM
ST STR SPDR 1500 COM ETF
New
Shares27
Event2026-03-31
Filed2026-05-15
ESTC
ELASTIC N V
New
Shares41
Event2026-03-31
Filed2026-05-15
ELV
ELEVANCE HEALTH
New
Shares7
Event2026-03-31
Filed2026-05-15
ARMP
ARMATA PHARMACEUTICALS
New
Shares200
Event2026-03-31
Filed2026-05-15
WAB
WABTEC
New
Shares8
Event2026-03-31
Filed2026-05-15
EQIX
EQUINIX INC
New
Shares2
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
-98.90%
Shares19
Event2026-03-31
Filed2026-05-15
OMAB
GRUPO AEROPORTUARIO
New
Shares16
Event2026-03-31
Filed2026-05-15
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
New
Shares18
Event2026-03-31
Filed2026-05-15
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
New
Shares41
Event2026-03-31
Filed2026-05-15
APTIV PLC
APTIV PLC
New
Shares25
Event2026-03-31
Filed2026-05-15
DOX
AMDOCS LTD
New
Shares26
Event2026-03-31
Filed2026-05-15
SWIM
LATHAM GROUP
New
Shares300
Event2026-03-31
Filed2026-05-15
XLV
STATE STREET
New
Shares11
Event2026-03-31
Filed2026-05-15
TRAK
RESPOITRAK INC
New
Shares200
Event2026-03-31
Filed2026-05-15
FOXA
FOX CORP
New
Shares26
Event2026-03-31
Filed2026-05-15
GSEU
Goldman Sachs ActiveBeta Europe Equity ETF
New
Shares34
Event2026-03-31
Filed2026-05-15
WCN
WASTE CONNECTIONS
New
Shares9
Event2026-03-31
Filed2026-05-15
ROP
ROPER TECHNOLOGIES
New
Shares4
Event2026-03-31
Filed2026-05-15
GUNR
FLEXSHARES MORNINGSTAR
New
Shares25
Event2026-03-31
Filed2026-05-15
LH
LABCORP HOLDINGS
New
Shares5
Event2026-03-31
Filed2026-05-15
HBAN
HUNTINGTON BANCSHARES
New
Shares84
Event2026-03-31
Filed2026-05-15
ROST
ROSS STORES
New
Shares6
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
New
Shares7
Event2026-03-31
Filed2026-05-15
CENCORA INC
CENCORA INC
New
Shares4
Event2026-03-31
Filed2026-05-15
OPCH
OPTION CARE
New
Shares46
Event2026-03-31
Filed2026-05-15
SPEM
State Street SPDR Portfolio Emerging Markets ETF
New
Shares26
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
New
Shares5
Event2026-03-31
Filed2026-05-15
SPIB
ST STR SPDR INTERMED ETF
New
Shares35
Event2026-03-31
Filed2026-05-15
YETI
YETI HOLDINGS
New
Shares32
Event2026-03-31
Filed2026-05-15
GWW
GRAINGER W W
New
Shares1
Event2026-03-31
Filed2026-05-15
SNA
SNAP ON
New
Shares3
Event2026-03-31
Filed2026-05-15
MERCK & COMPANY
MERCK & COMPANY
New
Shares9
Event2026-03-31
Filed2026-05-15
GTIP
Goldman Sachs Access Inflation Protected USD Bond ETF
New
Shares21
Event2026-03-31
Filed2026-05-15
CBSH
COMMERCE BANCSHARES
New
Shares21
Event2026-03-31
Filed2026-05-15
GSJY
Goldman Sachs ActiveBeta Japan Equity ETF
New
Shares21
Event2026-03-31
Filed2026-05-15
DXCM
DEXCOM INC
New
Shares16
Event2026-03-31
Filed2026-05-15
EG
EVEREST GROUP
New
Shares3
Event2026-03-31
Filed2026-05-15
RTX
RTX CORP
New
Shares5
Event2026-03-31
Filed2026-05-15
TFC
TRUIST FINANCIAL
New
Shares21
Event2026-03-31
Filed2026-05-15
LMBS
FIRST TRUST
New
Shares19
Event2026-03-31
Filed2026-05-15
KHC
KRAFT HEINZ
New
Shares41
Event2026-03-31
Filed2026-05-15
GSSC
Goldman Sachs ActiveBeta US Small Cap Equity ETF
New
Shares12
Event2026-03-31
Filed2026-05-15
ARRY
ARRAY TECHNOLOGIES
New
Shares125
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COS
New
Shares3
Event2026-03-31
Filed2026-05-15
RJF
RAYMOND JAMES
New
Shares6
Event2026-03-31
Filed2026-05-15
BILL HOLDINGS
BILL HOLDINGS
New
Shares22
Event2026-03-31
Filed2026-05-15
HSY
HERSHEY COMPANY
New
Shares4
Event2026-03-31
Filed2026-05-15
AWK
AMERICAN WATER
New
Shares6
Event2026-03-31
Filed2026-05-15
WRB
BERKLEY W R
New
Shares12
Event2026-03-31
Filed2026-05-15
RGLD
ROYAL GOLD
New
Shares3
Event2026-03-31
Filed2026-05-15
LW
LAMB WESTON
New
Shares18
Event2026-03-31
Filed2026-05-15
SMB
VanEck Short Muni ETF
New
Shares43
Event2026-03-31
Filed2026-05-15
ON
ON SEMICONDUCTOR
New
Shares12
Event2026-03-31
Filed2026-05-15
SPTL
ST STR SPDR LNG TERM ETF
New
Shares28
Event2026-03-31
Filed2026-05-15
ESGU
iShares ESG Aware MSCI USA ETF
New
Shares5
Event2026-03-31
Filed2026-05-15
SYY
SYSCO CORP
New
Shares10
Event2026-03-31
Filed2026-05-15
GEMD
Goldman Sachs Access Emerging Markets USD Bond ETF
New
Shares17
Event2026-03-31
Filed2026-05-15
AMT
AMERICAN TOWER
New
Shares4
Event2026-03-31
Filed2026-05-15
BITF
BITFARMS LTD
New
Shares350
Event2026-03-31
Filed2026-05-15
AON PLC
AON PLC
New
Shares2
Event2026-03-31
Filed2026-05-15
FAST
FASTENAL CO
New
Shares13
Event2026-03-31
Filed2026-05-15
QBTS
DWAVE QUANTUM
New
Shares40
Event2026-03-31
Filed2026-05-15
CVS
CVS HEALTH
New
Shares8
Event2026-03-31
Filed2026-05-15
SCZ
ISHARES MSCI
New
Shares7
Event2026-03-31
Filed2026-05-15
VGLT
Vanguard Long-Term Treasury ETF
New
Shares9
Event2026-03-31
Filed2026-05-15
BR
BROADRIDGE FINANCIAL
New
Shares3
Event2026-03-31
Filed2026-05-15
JKHY
JACK HENRY
New
Shares3
Event2026-03-31
Filed2026-05-15
BALL
BALL CORP
New
Shares8
Event2026-03-31
Filed2026-05-15
ESGD
iShares ESG Aware MSCI EAFE ETF
New
Shares5
Event2026-03-31
Filed2026-05-15
BIOXCEL THERAPEUTICS
BIOXCEL THERAPEUTICS
New
Shares334
Event2026-03-31
Filed2026-05-15
BRBR
BELLRING BRANDS
New
Shares27
Event2026-03-31
Filed2026-05-15
SPDW
State Street SPDR Portfolio Developed World ex-US ETF
New
Shares9
Event2026-03-31
Filed2026-05-15
CHE
CHEMED CORP
New
Shares1
Event2026-03-31
Filed2026-05-15
VLTO
VERALTO CORP
New
Shares4
Event2026-03-31
Filed2026-05-15
EBND
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
New
Shares17
Event2026-03-31
Filed2026-05-15
JMSI
JPMorgan Sustainable Municipal Income ETF
New
Shares6
Event2026-03-31
Filed2026-05-15
TFI
State Street SPDR Nuveen ICE Municipal Bond ETF
New
Shares6
Event2026-03-31
Filed2026-05-15
SCHE
Schwab Emerging Markets Equity ETF
New
Shares7
Event2026-03-31
Filed2026-05-15
EWC
ISHS MSCI CANADA ETF
New
Shares4
Event2026-03-31
Filed2026-05-15
FCEL
FUELCELL ENERGY
New
Shares33
Event2026-03-31
Filed2026-05-15
SPBO
STATE STRET SPDR PRTFL CRPRT BND ETF
New
Shares7
Event2026-03-31
Filed2026-05-15
ESGE
iShares ESG Aware MSCI EM ETF
New
Shares3
Event2026-03-31
Filed2026-05-15
VERSANT MEDIA
VERSANT MEDIA
New
Shares4
Event2026-03-31
Filed2026-05-15
VSS
VNGRD ALL WRLD SMCP ETF
New
Shares1
Event2026-03-31
Filed2026-05-15
SPTI
ST STRT SPDR PRTFL INTDT TM TSRY ETF
New
Shares4
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Silver Grove Financial Group, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo