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The Analysis of Simmons Bank's Holdings & P&L

Currently, Simmons Bank holds 343 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in NFLX (+34.8K shares, valued at $3.3M), N/A (+38.9K shares, valued at $2.5M), NOC (+3.6K shares, valued at $2.4M); decreased their positions in FTNT (-40.6K shares, valued at $3.3M), CRM (-16.4K shares, valued at $3.1M), SPY (-4.4K shares, valued at $2.9M); initiated new positions in N/A (+38.9K shares, valued at $2.5M), PHM (+16.5K shares, valued at $1.9M), MPWR (+1.2K shares, valued at $1.3M).

1M P&L

-149.5M-8.46%

3M P&L

-231.2M-12.50%

HY P&L

-160.6M-9.03%

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/A417.0M

30.3%

2Auto Parts144.4M

10.5%

3Semiconductors75.3M

5.5%

Top Industries by Stock Count

1N/A97 stocks

30.6%

2Semiconductors12 stocks

3.8%

3Software - Application9 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ORLY O REILLY AUTOMOTIVE INC1.6M shares0.09%2026-03-312026-04-23

NVDA NVIDIA CORP313.1K shares-1.28%2026-03-312026-04-23

SPY STATE STREET SPDR S&P 500 ETF71.6K shares-5.85%2026-03-312026-04-23

MSFT MICROSOFT CORP100.3K shares4.50%2026-03-312026-04-23

AAPL APPLE INC130.5K shares1.72%2026-03-312026-04-23

IWF ISHARES RUSSELL 1000 GROWTH75.1K shares-3.07%2026-03-312026-04-23

ALPHABET INC SR ALPHABET INC SR97.5K shares-0.58%2026-03-312026-04-23

WMT WALMART INC215.5K shares0.87%2026-03-312026-04-23

Sponsored

AMZN AMAZON COM INC124.5K shares2.59%2026-03-312026-04-23

SFNC SIMMONS 1ST NATL CORP1.3M shares-6.34%2026-03-312026-04-23

VEA VANGUARD FTSE DEVELOPED MARKETS397.3K shares0.23%2026-03-312026-04-23

HDV ISHARES HIGH DIVIDEND (MKT)176.2K shares-10.11%2026-03-312026-04-23

IJR ISHARES CORE S&P SMALL-CAP (MKT)189.5K shares-0.97%2026-03-312026-04-23

VO VANGUARD MID-CAP ETF (MKT)73.8K shares-0.17%2026-03-312026-04-23

CAT CATERPILLAR INC26.3K shares-4.13%2026-03-312026-04-23

XOM EXXON MOBIL CORP109.6K shares-3.71%2026-03-312026-04-23

Sponsored

JPM JP MORGAN CHASE & CO62.8K shares1.22%2026-03-312026-04-23

CVX CHEVRON CORP NEW85.9K shares0.55%2026-03-312026-04-23

IJH ISHARES CORE S&P MID-CAP (MKT)259.1K shares-1.71%2026-03-312026-04-23

META META PLATFORMS INC30.6K shares1.90%2026-03-312026-04-23

INVESCO QQQ TRUST INVESCO QQQ TRUST28.4K shares-0.71%2026-03-312026-04-23

XLK STATE STREET TECHNOLOGY SELECT118.3K shares-6.40%2026-03-312026-04-23

MDY STATE STREET SPDR S&P MIDCAP 40024.5K shares-0.22%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC17.7K shares-3.04%2026-03-312026-04-23

Sponsored

IWM ISHARES RUSSELL 2000 (MKT)57.8K shares-0.17%2026-03-312026-04-23

PSX PHILLIPS 6675.2K shares1.23%2026-03-312026-04-23

COST COSTCO WHOLESALE CORP NEW12.7K shares2.09%2026-03-312026-04-23

VWO VANGUARD EMERGING MARKETS STOCK226.9K shares2.22%2026-03-312026-04-23

DE DEERE & CO21.7K shares1.80%2026-03-312026-04-23

IVV ISHARES CORE S&P 500 (MKT)17.9K shares-1.28%2026-03-312026-04-23

BAC BANK OF AMERICA CORP235.4K shares1.27%2026-03-312026-04-23

ABBV ABBVIE INC SR NT52.5K shares3.22%2026-03-312026-04-23

Sponsored

NEE NEXTERA ENERGY INC121.7K shares2.96%2026-03-312026-04-23

CSCO CISCO SYSTEMS INC145.6K shares-0.98%2026-03-312026-04-23

EFA ISHARES MSCI EAFE (MKT)110.8K shares-1.84%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC22.1K shares0.62%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP15.8K shares6.77%2026-03-312026-04-23

KLAC KLA-TENCOR CORP6.1K shares-4.56%2026-03-312026-04-23

ORCL ORACLE CORP60.4K shares5.38%2026-03-312026-04-23

HD HOME DEPOT INC26.7K shares0.76%2026-03-312026-04-23

Sponsored

AMGN AMGEN INC24.8K shares2.97%2026-03-312026-04-23

SDY STATE STREET SPDR S&P DIVIDEND59.1K shares-0.37%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC71.3K shares0.02%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON34.2K shares2.10%2026-03-312026-04-23

KO COCA COLA CO SR GLBL NT109.7K shares-0.43%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC17.8K shares2.78%2026-03-312026-04-23

VV VANGUARD LARGE CAP ETF (MKT)26.5K shares-2.87%2026-03-312026-04-23

SO SOUTHERN CO81.7K shares7.75%2026-03-312026-04-23

Sponsored

DELL DELL TECHNOLOGIES INC COM47.7K shares1.52%2026-03-312026-04-23

GSBC GREAT SOUTHN BANCORP INC119.8K shares-18.06%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC149.4K shares1.31%2026-03-312026-04-23

PEP PEPSICO INC48.3K shares0.17%2026-03-312026-04-23

GEV GE VERNOVA INC8.4K shares5.63%2026-03-312026-04-23

BROADCOM INC SR GLBL BROADCOM INC SR GLBL23.6K shares4.35%2026-03-312026-04-23

PG PROCTER & GAMBLE CO50.0K shares-1.46%2026-03-312026-04-23

LLY ELI LILLY & CO7.8K shares0.87%2026-03-312026-04-23

Sponsored

ALPHABET INC SR ALPHABET INC SR24.6K shares1.73%2026-03-312026-04-23

IYW ISHARES US TECHNOLOGY (MKT)38.6K shares-3.27%2026-03-312026-04-23

VUG VANGUARD GROWTH ETF (MKT)15.9K shares-3.85%2026-03-312026-04-23

XLI STATE STREET INDUSTRIAL SELECT38.3K shares-4.39%2026-03-312026-04-23

VTV VANGUARD VALUE INDEX FUND ETF31.3K shares-5.33%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD TR INVESCO EXCHANGE TRADED FD TR30.8K shares-0.36%2026-03-312026-04-23

DHR DANAHER CORP29.9K shares9.44%2026-03-312026-04-23

RTX RTX CORPORATION28.7K shares-0.22%2026-03-312026-04-23

Sponsored

ICE INTERCONTINENTALEXCHANGE GROUP34.6K shares6.18%2026-03-312026-04-23

PH PARKER HANNIFIN CORP6.0K shares5.81%2026-03-312026-04-23

GILD GILEAD SCIENCES INC38.2K shares0.05%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC14.5K shares71.09%2026-03-312026-04-23

XLV STATE STREET HEALTH CARE SELECT35.1K shares-9.16%2026-03-312026-04-23

XLF STATE STREET FINANCIAL SELECT103.2K shares-1.94%2026-03-312026-04-23

LOW LOWES COMPANIES INC20.9K shares2.91%2026-03-312026-04-23

XLY STATE STREET CONSUMER44.8K shares-5.01%2026-03-312026-04-23

Sponsored

CME CME GROUP INC16.2K shares0.53%2026-03-312026-04-23

DUKE ENERGY CORP DUKE ENERGY CORP36.1K shares7.47%2026-03-312026-04-23

TSLA TESLA INC12.7K shares-1.24%2026-03-312026-04-23

ETR ENTERGY CORP NEW40.5K shares-0.83%2026-03-312026-04-23

EEM ISHARES MSCI EMERGING MARKETS78.5K shares-0.96%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC9.0K shares2.73%2026-03-312026-04-23

LINDE PLC LINDE PLC8.6K shares5.07%2026-03-312026-04-23

DIS DISNEY WALT CO43.8K shares4.27%2026-03-312026-04-23

Sponsored

UNP UNION PAC CORP17.4K shares-1.13%2026-03-312026-04-23

PFE PFIZER INC149.6K shares1.02%2026-03-312026-04-23

ASML ASML HOLDING NV3.1K shares-2.40%2026-03-312026-04-23

CRM SALESFORCE21.0K shares-43.86%2026-03-312026-04-23

VGT VANGUARD INFORMATION TECHNOLOGY5.5K shares-1.96%2026-03-312026-04-23

V VISA INC SR NT12.6K shares4.51%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS15.7K shares16.72%2026-03-312026-04-23

WM WASTE MANAGEMENT INC16.4K shares5.19%2026-03-312026-04-23

Sponsored

TXN TEXAS INSTRS INC19.3K shares0.54%2026-03-312026-04-23

XLC STATE STREET COMMUNICATION33.7K shares-16.30%2026-03-312026-04-23

CTVA CORTEVA INC44.6K shares6.32%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC23.1K shares8.99%2026-03-312026-04-23

NFLX NETFLIX INC38.5K shares947.21%2026-03-312026-04-23

XLP STATE STREET CONSUMER STAPLES44.7K shares-8.45%2026-03-312026-04-23

AEP AMERICAN ELECTRIC POWER INC27.8K shares2.59%2026-03-312026-04-23

TSN TYSON FOODS INC56.7K shares8.56%2026-03-312026-04-23

Sponsored

MO ALTRIA GROUP INC54.7K shares12.36%2026-03-312026-04-23

MA MASTERCARD INC7.0K shares4.61%2026-03-312026-04-23

IWV ISHARES RUSSELL 3000 (MKT)9.4K shares-4.96%2026-03-312026-04-23

FLEX FLEX LTD52.9K shares0.56%2026-03-312026-04-23

ABT ABBOTT LABORATORIES33.7K shares2.16%2026-03-312026-04-23

XLE STATE STREET ENERGY SELECT55.8K shares-12.55%2026-03-312026-04-23

CBRE CBRE GROUP INC25.0K shares1.24%2026-03-312026-04-23

AMAT APPLIED MATERIALS INC9.7K shares57.70%2026-03-312026-04-23

Sponsored

UBER UBER TECHNOLOGIES INC45.7K shares11.03%2026-03-312026-04-23

BHP BHP GROUP LIMITED45.1K shares3.01%2026-03-312026-04-23

SU SUNCOR ENERGY INC49.6K shares-1.84%2026-03-312026-04-23

CTRA COTERRA ENERGY INC91.3K shares-1.77%2026-03-312026-04-23

GSK PLC GSK PLC57.9K shares-4.36%2026-03-312026-04-23

MCHP MICROCHIP TECHNOLOGY INC49.4K shares-1.66%2026-03-312026-04-23

XYL XYLEM INC26.5K shares6.18%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP4.6K shares330.18%2026-03-312026-04-23

Sponsored

MUR MURPHY OIL CORP76.5K shares-4.72%2026-03-312026-04-23

AGG ISHARES CORE TOTAL US BOND31.7K shares1.10%2026-03-312026-04-23

ON ON SEMICONDUCTOR CORP49.9K shares7.99%2026-03-312026-04-23

QCOM QUALCOMM INC23.9K shares0.59%2026-03-312026-04-23

ULTA ULTA SALON COSMETICS & FRAG INC5.9K shares0.45%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC9.0K shares0.11%2026-03-312026-04-23

NDAQ NASDAQ INC35.9K shares55.58%2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS INC3.9K shares26.23%2026-03-312026-04-23

Sponsored

CMI CUMMINS INC5.6K shares-1.47%2026-03-312026-04-23

SUSA ISHARES ESG OPTIMIZED MSCI USA22.3K shares-6.77%2026-03-312026-04-23

AMT AMERICAN TOWER CORP17.1K shares8.86%2026-03-312026-04-23

XLB STATE STREET MATERIALS SELECT58.6K shares-11.55%2026-03-312026-04-23

SHEL ROYAL DUTCH SHELL PLC31.0K shares0.62%2026-03-312026-04-23

TFC TRUIST FINL CORP61.3K shares2.38%2026-03-312026-04-23

TJX TJX COS INC NEW17.5K shares-1.14%2026-03-312026-04-23

COP CONOCOPHILLIPS20.7K shares5.73%2026-03-312026-04-23

Sponsored

VTI VANGUARD TOTAL STOCK MARKET ETF8.5K shares-2.05%2026-03-312026-04-23

XLU UTILITIES SELECT SECTOR SPDRR58.8K shares-10.64%2026-03-312026-04-23

APD AIR PRODUCTS & CHEMICALS INC9.2K shares-15.44%2026-03-312026-04-23

VEEV VEEVA SYS INC15.0K shares13.13%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP27.9K shares7.91%2026-03-312026-04-23

VB VANGUARD SMALL CAP ETF (MKT)9.6K shares2.53%2026-03-312026-04-23

EQT CORPORATION EQT CORPORATION38.9K sharesnew addition2026-03-312026-04-23

ISHARES GOLD TRUST ISHARES GOLD TRUST28.1K shares35.88%2026-03-312026-04-23

Sponsored

MCD MCDONALDS CORP7.9K shares-3.04%2026-03-312026-04-23

SLB SLB LIMITED46.0K shares11.28%2026-03-312026-04-23

VBR VANGUARD SMALL CAP VALUE ETF10.4K shares-2.56%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO36.2K shares-9.82%2026-03-312026-04-23

KMB KIMBERLY CLARK CORP21.9K shares-0.10%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.1K shares3.03%2026-03-312026-04-23

VOE VANGUARD MID-CAP VALUE ETF (MKT)11.2K shares-3.61%2026-03-312026-04-23

D DOMINION ENERGY INC33.2K shares15.26%2026-03-312026-04-23

Sponsored

EMR EMERSON ELECTRIC CO15.6K shares3.66%2026-03-312026-04-23

GLW CORNING INC14.8K shares109.56%2026-03-312026-04-23

FANG DIAMONDBACK ENERGY INC10.1K shares-0.09%2026-03-312026-04-23

VBK VANGUARD SMALL CAP GROWTH ETF6.6K shares-1.76%2026-03-312026-04-23

EOG EOG RESOURCES INC13.5K shares3.31%2026-03-312026-04-23

PHM PULTE GROUP INC16.5K sharesnew addition2026-03-312026-04-23

IWR ISHARES RUSSELL MID-CAP (MKT)19.5K shares-0.36%2026-03-312026-04-23

DVY ISHARES SELECT DIVIDEND (MKT)12.4K shares0.00%2026-03-312026-04-23

Sponsored

AVAV AEROVIRONMENT INC10.3K shares4.64%2026-03-312026-04-23

VOT VANGUARD MID-CAP GROWTH ETF7.2K shares-2.44%2026-03-312026-04-23

PM PHILIP MORRIS INTERNATIONAL INC11.2K shares0.38%2026-03-312026-04-23

NOW SERVICENOW INC COM17.3K shares18.77%2026-03-312026-04-23

IWB ISHARES RUSSELL 1000 (MKT)5.1K shares-0.94%2026-03-312026-04-23

ZS ZSCALER INC12.5K shares17.66%2026-03-312026-04-23

USB US BANCORP DEL33.6K shares0.14%2026-03-312026-04-23

VNQ VANGUARD REAL ESTATE ETF18.8K shares-0.79%2026-03-312026-04-23

Sponsored

ALL ALLSTATE CORP7.6K shares-0.30%2026-03-312026-04-23

NUE NUCOR CORP9.2K shares-1.61%2026-03-312026-04-23

VLO VALERO ENERGY CORP SR GLBL6.1K shares3.87%2026-03-312026-04-23

SLV ISHARES SILVER TRUST (MKT)22.1K shares-32.57%2026-03-312026-04-23

ADBE ADOBE SYSTEMS INC6.0K shares-53.07%2026-03-312026-04-23

IVW ISHARES S&P 500 GROWTH (MKT)13.0K shares-2.20%2026-03-312026-04-23

DRI DARDEN RESTAURANTS INC7.1K shares-5.31%2026-03-312026-04-23

VDE VANGUARD ENERGY ETF (MKT)7.9K shares0.00%2026-03-312026-04-23

Sponsored

AXP AMERICAN EXPRESS CO4.4K shares0.11%2026-03-312026-04-23

GPC GENUINE PARTS CO12.6K shares4.34%2026-03-312026-04-23

MLM MARTIN MARIETTA MATERIALS INC2.3K shares-4.23%2026-03-312026-04-23

ADI ANALOG DEVICES INC4.1K shares3.83%2026-03-312026-04-23

IYH ISHARES US HEALTHCARE (MKT)21.1K shares-4.27%2026-03-312026-04-23

T AT&T INC44.2K shares-2.41%2026-03-312026-04-23

MPWR MONOLITHIC POWER SYSTEMS INC1.2K sharesnew addition2026-03-312026-04-23

ITT INC ITT INC6.7K shares-3.06%2026-03-312026-04-23

Sponsored

XLRE THE REAL ESTATE SLECT SECTOR31.0K shares10.92%2026-03-312026-04-23

NVS NOVARTIS AG8.2K shares-0.96%2026-03-312026-04-23

MPC MARATHON PETE CORP5.1K shares0.00%2026-03-312026-04-23

SNDK SANDISK CORP1.9K sharesnew addition2026-03-312026-04-23

CL COLGATE PALMOLIVE CO14.2K shares0.71%2026-03-312026-04-23

BA BOEING CO DEP CONV6.0K shares-5.09%2026-03-312026-04-23

HWM HOWMET AEROSPACE INC5.0K sharesnew addition2026-03-312026-04-23

TROW T ROWE PRICE GROUP INC12.4K shares27.36%2026-03-312026-04-23

Sponsored

ADP AUTOMATIC DATA PROCESSING INC5.5K shares2.01%2026-03-312026-04-23

VIG VANGUARD DIVIDEND APPREC IDX ETF5.0K shares0.76%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP5.0K shares58.31%2026-03-312026-04-23

TER TERADYNE INC3.6K sharesnew addition2026-03-312026-04-23

CBSH COMMERCE BANCSHARES INC21.6K shares45.58%2026-03-312026-04-23

TRMB TRIMBLE INC16.3K shares0.00%2026-03-312026-04-23

GVI ISHARES INTM GOVERNMENT/CREDIT9.8K shares-6.49%2026-03-312026-04-23

SEAGATE TECHNOLOGY HLDNGS PLC SEAGATE TECHNOLOGY HLDNGS PLC2.6K shares0.00%2026-03-312026-04-23

Sponsored

IYC ISHARES US CONSUMER SERVICES10.5K shares-6.70%2026-03-312026-04-23

IYJ ISHARES US INDUSTRIALS (MKT)6.7K shares-7.24%2026-03-312026-04-23

CB CHUBB LIMITED3.0K shares-1.17%2026-03-312026-04-23

OZK BANK OZK21.6K shares0.00%2026-03-312026-04-23

HON HONEYWELL INTERNATIONAL INC4.2K shares-21.23%2026-03-312026-04-23

PR PERMIAN RESOURCES CORP43.0K shares0.00%2026-03-312026-04-23

VIS VANGUARD INDUSTRIALS ETF (MKT)2.9K shares0.00%2026-03-312026-04-23

IDU ISHARES US UTILITIES (MKT)7.7K shares-3.31%2026-03-312026-04-23

Sponsored

ENB ENBRIDGE INC16.4K shares0.17%2026-03-312026-04-23

PPG PPG INDUSTRIES INC8.2K shares0.00%2026-03-312026-04-23

FCX FREEPORT-MCMORAN INC14.2K sharesnew addition2026-03-312026-04-23

IEFA ISHARES CORE MSCI EAFE9.1K shares-18.30%2026-03-312026-04-23

MCK MCKESSON CORP943 shares6.55%2026-03-312026-04-23

CTSH COGNIZANT TECHNOLOGY SOLUTIONS13.3K shares-1.22%2026-03-312026-04-23

IYK ISHARES US CONSUMER STAPLES ETF11.5K shares-4.48%2026-03-312026-04-23

EXC EXELON CORP16.4K shares-2.06%2026-03-312026-04-23

Sponsored

BBHY JPMORGAN HIGH YIELD RESEARCH ENH17.5K shares-24.26%2026-03-312026-04-23

SYK STRYKER CORP2.3K shares2.69%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC8.6K shares4.59%2026-03-312026-04-23

HRL HORMEL FOODS CORP32.8K shares37.27%2026-03-312026-04-23

ACCENTURE PLC ACCENTURE PLC3.7K shares-76.43%2026-03-312026-04-23

HELO JPMORGAN HEDGED EQUITY LDRD11.4K shares270.57%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC1 shares0.00%2026-03-312026-04-23

RL RALPH LAUREN CORP CL A2.1K shares0.00%2026-03-312026-04-23

Sponsored

DON WISDOMTREE US MIDCAP DIVIDEND13.6K shares-17.62%2026-03-312026-04-23

VOX VANGUARD COMMUNICATION SRVCS3.9K shares0.00%2026-03-312026-04-23

IYM ISHARES U.S. BASIC MATERIALS ETF4.0K shares-3.38%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC COM2.0K shares1.55%2026-03-312026-04-23

VHT VANGUARD HEALTH CARE INDEX FUND2.5K shares0.00%2026-03-312026-04-23

MINT PIMCO ENHANCED SHORT MATURITY6.6K shares-69.06%2026-03-312026-04-23

BF.B BROWN-FORMAN CORP24.5K shares0.00%2026-03-312026-04-23

SWKS SKYWORKS SOLUTIONS INC11.8K shares57.30%2026-03-312026-04-23

Sponsored

ZTS ZOETIS INC5.3K shares-26.05%2026-03-312026-04-23

IJT ISHARES S&P SMALL-CAP 600 GROWTH4.2K shares-20.57%2026-03-312026-04-23

ECL ECOLAB INC2.3K shares-2.76%2026-03-312026-04-23

NSC NORFOLK SOUTHERN CORP2.0K shares-2.08%2026-03-312026-04-23

BP BP PLC12.2K shares0.20%2026-03-312026-04-23

IYF ISHARES US FINANCIALS (MKT)4.8K shares-8.15%2026-03-312026-04-23

VCR VANGUARD CONSUMER DISCRETIONARY1.6K shares0.00%2026-03-312026-04-23

IYE ISHARES US ENERGY (MKT)8.7K shares-4.11%2026-03-312026-04-23

Sponsored

ALC ALCON INC7.5K shares-4.15%2026-03-312026-04-23

IGIB ISHARES INTERMEDIATE-TERM10.4K shares0.00%2026-03-312026-04-23

TDY TELEDYNE TECHNOLOGIES INC915 shares0.00%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP2.0K shares49.55%2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEMS INC2.0K shares42.74%2026-03-312026-04-23

TDG TRANSDIGM GROUP INC471 shares0.00%2026-03-312026-04-23

IWS ISHARES RUSSELL MID-CAP VALUE3.7K shares0.00%2026-03-312026-04-23

CARR CARRIER GLOBAL CORPORATION9.6K shares-4.49%2026-03-312026-04-23

Sponsored

KBE STATE STREET SPDR S&P BANK ETF9.0K shares-0.44%2026-03-312026-04-23

NEM NEWMONT GOLDCORP4.9K shares0.00%2026-03-312026-04-23

FDX FEDEX CORP SR NT1.5K shares12.85%2026-03-312026-04-23

EXE EXPAND ENERGY CORPORATION4.8K shares15.81%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC4.6K shares-18.67%2026-03-312026-04-23

VMC VULCAN MATERIALS CO1.9K shares0.00%2026-03-312026-04-23

VYM VANGUARD HIGH DIVIDEND YIELD3.5K shares0.00%2026-03-312026-04-23

MGK VANGUARD MEGA CAP GROWTH INDEX1.4K shares0.00%2026-03-312026-04-23

Sponsored

CMCSA COMCAST CORP17.8K shares2.30%2026-03-312026-04-23

VDC VANGUARD CONSUMER STAPLES ETF2.3K shares0.00%2026-03-312026-04-23

ESGD ISHARES ESG AWARE MSCI EAFE ETF5.3K shares36.67%2026-03-312026-04-23

YUM YUM! BRANDS INC3.2K shares-0.49%2026-03-312026-04-23

WFC WELLS FARGO & CO6.3K shares-1.10%2026-03-312026-04-23

CWEN CLEARWAY ENERGY INC12.5K shares0.00%2026-03-312026-04-23

KMI KINDER MORGAN INC14.5K shares0.00%2026-03-312026-04-23

EAT BRINKER INTERNATIONAL INC3.4K shares0.00%2026-03-312026-04-23

Sponsored

HLT HILTON WORLDWIDE HLDGS INC1.5K sharesnew addition2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC2.3K shares0.22%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR1.4K shares-9.06%2026-03-312026-04-23

BNDX VANGUARD TOTAL INTERNATIONAL9.4K shares24.94%2026-03-312026-04-23

IBB ISHARES NASDAQ BIOTECHNOLOGY2.7K shares0.00%2026-03-312026-04-23

VFH VANGUARD FINANCIALS INDEX FUND3.7K shares-9.47%2026-03-312026-04-23

BSV VANGUARD SHORT-TERM BOND ETF5.6K shares44.12%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC1.6K shares-20.91%2026-03-312026-04-23

Sponsored

INTC INTEL CORP9.4K shares-8.85%2026-03-312026-04-23

NUMV NUVEEN ESG MID CP VAL ETF10.6K shares-0.35%2026-03-312026-04-23

DKS DICK'S SPORTING GOODS INC2.1K shares0.00%2026-03-312026-04-23

VPU VANGUARD UTILITIES ETF (MKT)2.1K shares0.00%2026-03-312026-04-23

OTIS OTIS WORLDWIDE CORP GLBL5.3K shares-0.74%2026-03-312026-04-23

JCI JOHNSON CTLS INTL PLC SHS3.1K shares10.39%2026-03-312026-04-23

CEF SPROTT PHYSICAL GOLD & SILVER8.5K shares-11.56%2026-03-312026-04-23

EXPD EXPEDITORS INTERNATIONAL2.8K shares0.00%2026-03-312026-04-23

Sponsored

CR CRANE COMPANY2.4K sharesnew addition2026-03-312026-04-23

GLD SPDR GOLD SHARES (MKT)937 shares28.36%2026-03-312026-04-23

ASO ACADEMY SPORTS & OUTDOORS INC7.1K shares0.00%2026-03-312026-04-23

TRV THE TRAVELERS COMPANIES INC1.3K shares-1.61%2026-03-312026-04-23

RSG REPUBLIC SERVICES INC1.7K shares-2.03%2026-03-312026-04-23

BND VANGUARD TOTAL BOND MARKET ETF5.1K shares-15.13%2026-03-312026-04-23

SPGI S&P GLOBAL INC862 shares29.62%2026-03-312026-04-23

MCO MOODYS CORP839 shares8.12%2026-03-312026-04-23

Sponsored

VRT VERTIV HOLDINGS CO1.5K shares0.28%2026-03-312026-04-23

IRM IRON MTN INC3.5K sharesnew addition2026-03-312026-04-23

SHOP SHOPIFY INC3.0K shares37.55%2026-03-312026-04-23

SMBC SOUTHERN MO BANCORP INC5.5K shares0.00%2026-03-312026-04-23

BKNG BOOKING HLDGS INC83 shares-88.93%2026-03-312026-04-23

PKG PACKAGING CORP AMERICA1.6K shares-1.89%2026-03-312026-04-23

CSX CSX CORP8.3K shares-4.57%2026-03-312026-04-23

DVN DEVON ENERGY CORP6.6K shares0.00%2026-03-312026-04-23

Sponsored

GIS GENERAL MILLS INC8.9K shares-1.99%2026-03-312026-04-23

NUMG NUVEEN ESG MIDCP GWTH ETF8.0K shares-0.36%2026-03-312026-04-23

ITW ILLINOIS TOOL WORKS INC1.3K shares0.00%2026-03-312026-04-23

JBL JABIL CIRCUIT INC1.2K shares-4.90%2026-03-312026-04-23

HSY HERSHEY CO1.5K shares0.00%2026-03-312026-04-23

INTU INTUIT732 shares-7.69%2026-03-312026-04-23

GWW WW GRAINGER INC283 shares35.41%2026-03-312026-04-23

FNDX SCHWAB FUNDAMENTAL U.S. LARGE11.1K shares0.00%2026-03-312026-04-23

Sponsored

ROP ROPER TECHNOLOGIES INC869 shares-36.66%2026-03-312026-04-23

GRMN GARMIN LTD1.3K shares0.53%2026-03-312026-04-23

KRE STATE STREET SPDR S&P REGIONAL4.7K shares0.00%2026-03-312026-04-23

SRE SEMPRA FXD3.1K shares-0.60%2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW11.7K shares-8.47%2026-03-312026-04-23

AOS SMITH A O CORP4.5K shares0.00%2026-03-312026-04-23

KEX KIRBY CORP2.2K shares-12.50%2026-03-312026-04-23

CVS CVS HEALTH CORPORATION4.0K shares20.49%2026-03-312026-04-23

Sponsored

ARLP ALLIANCE RESOURCE PARTNERS10.4K shares3.75%2026-03-312026-04-23

VGUS VANGUARD ULTRA-SHORT TREASURY3.7K shares23.72%2026-03-312026-04-23

VAW VANGUARD MATERIALS ETF (MKT)1.2K shares0.00%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC660 shares6.45%2026-03-312026-04-23

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-04-23

MMM 3M CO1.9K shares-4.11%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC278 shares-0.71%2026-03-312026-04-23

AKAM AKAMAI TECHNOLOGIES INC2.3K sharesnew addition2026-03-312026-04-23

Sponsored

AJG GALLAGHER ARTHUR J & CO1.2K shares-43.59%2026-03-312026-04-23

EFV ISHARES MSCI EAFE VALUE (MKT)3.4K shares2.51%2026-03-312026-04-23

UPS UNITED PARCEL SERVICE2.6K shares-3.95%2026-03-312026-04-23

UBS UBS GROUP AG SHS6.4K shares-25.31%2026-03-312026-04-23

IVE ISHARES S&P 500 VALUE (MKT)1.2K shares-11.90%2026-03-312026-04-23

CNP CENTERPOINT ENERGY INC5.8K shares-11.25%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE864 sharesnew addition2026-03-312026-04-23

MDLZ MONDELEZ INTL INC4.2K shares-9.00%2026-03-312026-04-23

Sponsored

COHERENT CORP COHERENT CORP1.0K sharesnew addition2026-03-312026-04-23

BLACKSTONE GROUP INC BLACKSTONE GROUP INC2.1K sharesnew addition2026-03-312026-04-23

FTSM FIRST TRUST ENHANCED SHORT3.9K sharesnew addition2026-03-312026-04-23

AEM AGNICO EAGLE MINES LTD1.1K sharesnew addition2026-03-312026-04-23

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF380 shares14.46%2026-03-312026-04-23

RIO RIO TINTO PLC2.4K sharesnew addition2026-03-312026-04-23

FE FIRSTENERGY CORP4.4K sharesnew addition2026-03-312026-04-23

SDOG ALPS SECTOR DIVIDEND DOGS ETF3.4K shares0.00%2026-03-312026-04-23

Sponsored

VGSH VANGUARD SHORT-TERM TREASURY3.7K sharesnew addition2026-03-312026-04-23

FHI FEDERATED INVESTORS INC PA3.8K sharesnew addition2026-03-312026-04-23

BKLN INVESCO EXCHNG TRADED FD TR II10.4K sharesnew addition2026-03-312026-04-23

DXCM DEXCOM INC3.4K shares-4.94%2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC588 shares-3.29%2026-03-312026-04-23

MUB ISHARES NATIONAL AMT-FREE MUNI2.0K shares0.00%2026-03-312026-04-23

KEYS KEYSIGHT TECHNOLOGIES INC740 sharesnew addition2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC531 shares3.91%2026-03-312026-04-23

Sponsored

VGIT VANGUARD INTER-TRM TREAS INDEX3.5K shares-4.62%2026-03-312026-04-23

FTNT FORTINET INC2.5K shares-94.19%2026-03-312026-04-23

BALL BALL CORP3.4K sharesnew addition2026-03-312026-04-23

RIG TRANSOCEAN LTD28.0K shares0.00%2026-03-312026-04-23

F FORD MOTOR COMPANY14.2K sharesnew addition2026-03-312026-04-23

SLI STANDARD LITHIUM LTD41.3K shares-62.84%2026-03-312026-04-23

VUZI VUZIX CORP COM26.8K shares-59.88%2026-03-312026-04-23

ORLY

O REILLY AUTOMOTIVE INC

0.09%

Shares1.6M

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORP

-1.28%

Shares313.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STREET SPDR S&P 500 ETF

-5.85%

Shares71.6K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

4.50%

Shares100.3K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

1.72%

Shares130.5K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES RUSSELL 1000 GROWTH

-3.07%

Shares75.1K

Event2026-03-31

Filed2026-04-23

ALPHABET INC SR

-0.58%

Shares97.5K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

0.87%

Shares215.5K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

2.59%

Shares124.5K

Event2026-03-31

Filed2026-04-23

SFNC

SIMMONS 1ST NATL CORP

-6.34%

Shares1.3M

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD FTSE DEVELOPED MARKETS

0.23%

Shares397.3K

Event2026-03-31

Filed2026-04-23

HDV

ISHARES HIGH DIVIDEND (MKT)

-10.11%

Shares176.2K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES CORE S&P SMALL-CAP (MKT)

-0.97%

Shares189.5K

Event2026-03-31

Filed2026-04-23

VANGUARD MID-CAP ETF (MKT)

-0.17%

Shares73.8K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-4.13%

Shares26.3K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-3.71%

Shares109.6K

Event2026-03-31

Filed2026-04-23

JPM

JP MORGAN CHASE & CO

1.22%

Shares62.8K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORP NEW

0.55%

Shares85.9K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES CORE S&P MID-CAP (MKT)

-1.71%

Shares259.1K

Event2026-03-31

Filed2026-04-23