The Analysis of SouthState Bank Corp's Holdings & P&L


Currently, SouthState Bank Corp holds 1278 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in VCSH (+96.1K shares, valued at $7.6M), ISCF (+163.3K shares, valued at $6.8M), VEA (+87.7K shares, valued at $5.6M); decreased their positions in SGOV (-23.4K shares, valued at $2.4M), DFUS (-32.8K shares, valued at $2.3M), N/A (-8.0K shares, valued at $2.3M); initiated new positions in ISCF (+163.3K shares, valued at $6.8M), VYMI (+10.1K shares, valued at $948.5K), AVDV (+9.5K shares, valued at $946.2K).


1M P&L
+41.3M+2.17%
3M P&L
-83.4M-4.12%
HY P&L
-81.3M-4.02%

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/A623.7M
33.5%
2Software - Infrastructure129.2M
6.9%
3Consumer Electronics127.1M
6.8%

Top Industries by Stock Count

1N/A257 stocks
21.8%
2Software - Application43 stocks
3.7%
3Banks - Regional35 stocks
3.0%
Stock Holdings
AAPL
APPLE INC
-1.46%
Shares444.9K
Event2026-03-31
Filed2026-05-05
MSFT
MICROSOFT CORP
-0.33%
Shares256.7K
Event2026-03-31
Filed2026-05-05
BROADCOM INC
BROADCOM INC
-2.48%
Shares217.1K
Event2026-03-31
Filed2026-05-05
PHYS
SPROTT ASSET MANAGEMENT LP
-3.19%
Shares1.7M
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-2.25%
Shares126.7K
Event2026-03-31
Filed2026-05-05
JPM
JP MORGAN CHASE & CO
0.46%
Shares166.2K
Event2026-03-31
Filed2026-05-05
IVV
ISHARES CORE S&P 500 ETF
4.21%
Shares74.4K
Event2026-03-31
Filed2026-05-05
V
VISA INC
-3.43%
Shares155.9K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
0.67%
Shares157.0K
Event2026-03-31
Filed2026-05-05
AMZN
AMAZON COM INC
1.66%
Shares200.9K
Event2026-03-31
Filed2026-05-05
MA
MASTERCARD INC-A
-0.71%
Shares78.9K
Event2026-03-31
Filed2026-05-05
WMT
WALMART INC
3.92%
Shares265.9K
Event2026-03-31
Filed2026-05-05
SHY
ISHARES BARCLAYS 1-3 YEAR TR E
-3.62%
Shares387.6K
Event2026-03-31
Filed2026-05-05
PH
PARKER HANNIFIN CORP COM
-0.59%
Shares35.6K
Event2026-03-31
Filed2026-05-05
TJX
TJX COMPANIES
-0.44%
Shares197.5K
Event2026-03-31
Filed2026-05-05
VLO
VALERO ENERGY CORP
-0.31%
Shares115.6K
Event2026-03-31
Filed2026-05-05
NEE
NEXTERA ENERGY INC
4.00%
Shares287.8K
Event2026-03-31
Filed2026-05-05
RMOP
ROCKEFELLER OPPORTUNISTIC MUNI
21.11%
Shares1.0M
Event2026-03-31
Filed2026-05-05
DFUS
DIMENSIONAL ETF TRUST
-8.40%
Shares357.1K
Event2026-03-31
Filed2026-05-05
COST
COSTCO WHOLESALE CORPORATION
-2.01%
Shares25.4K
Event2026-03-31
Filed2026-05-05
ORCL
ORACLE CORP
-0.83%
Shares171.5K
Event2026-03-31
Filed2026-05-05
VIG
VANGUARD DIVIDEND APPREC ETF
0.08%
Shares111.5K
Event2026-03-31
Filed2026-05-05
LHX
L3 HARRIS TECHNOLOGIES INC
1.42%
Shares64.3K
Event2026-03-31
Filed2026-05-05
ISRG
INTUITIVE SURGICAL INC
5.64%
Shares47.9K
Event2026-03-31
Filed2026-05-05
CVX
CHEVRON CORPORATION
4.26%
Shares106.5K
Event2026-03-31
Filed2026-05-05
KO
COCA COLA CO
-0.04%
Shares268.7K
Event2026-03-31
Filed2026-05-05
ROK
ROCKWELL AUTOMATION INC
1.09%
Shares54.4K
Event2026-03-31
Filed2026-05-05
HD
HOME DEPOT INC
-1.16%
Shares59.0K
Event2026-03-31
Filed2026-05-05
CB
CHUBB LTD ADR
0.13%
Shares58.0K
Event2026-03-31
Filed2026-05-05
JCPB
J P MORGAN EXCHANGE TRADED F
-3.83%
Shares386.9K
Event2026-03-31
Filed2026-05-05
DHR
DANAHER CORP
-3.54%
Shares95.0K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
-1.54%
Shares62.1K
Event2026-03-31
Filed2026-05-05
VCSH
VANGUARD SCOTTSDALE FDS
74.42%
Shares225.2K
Event2026-03-31
Filed2026-05-05
UITB
VICTORY PORTFOLIOS II
-0.89%
Shares373.6K
Event2026-03-31
Filed2026-05-05
VEU
VANGUARD FTSE ALL-WORLD EX-US
-6.26%
Shares224.4K
Event2026-03-31
Filed2026-05-05
JMST
J P MORGAN EXCHANGE TRADED F
14.13%
Shares327.3K
Event2026-03-31
Filed2026-05-05
ABBV
ABBVIE INC
1.07%
Shares75.4K
Event2026-03-31
Filed2026-05-05
DFAI
DIMENSIONAL ETF TRUST
-11.90%
Shares418.6K
Event2026-03-31
Filed2026-05-05
BARRICK MINING CORP.
BARRICK MINING CORP.
-1.80%
Shares371.7K
Event2026-03-31
Filed2026-05-05
SPY
STATE STR SPDR S&P 500 ETF T
-10.31%
Shares22.7K
Event2026-03-31
Filed2026-05-05
BSV
VANGUARD BD INDEX FDS
2.70%
Shares185.5K
Event2026-03-31
Filed2026-05-05
SONY
SONY GROUP CORP
-2.29%
Shares687.5K
Event2026-03-31
Filed2026-05-05
IJR
ISHARES CORE S&P SMALL-CAP ETF
-5.19%
Shares112.8K
Event2026-03-31
Filed2026-05-05
VUG
VANGUARD GROWTH ETF
3.45%
Shares31.7K
Event2026-03-31
Filed2026-05-05
BLACKSTONE INC
BLACKSTONE INC
1.41%
Shares118.7K
Event2026-03-31
Filed2026-05-05
XOM
EXXON MOBIL CORP
5.73%
Shares78.7K
Event2026-03-31
Filed2026-05-05
UNP
UNION PAC CORP
0.82%
Shares53.8K
Event2026-03-31
Filed2026-05-05
DGRO
ISHARES CORE DIVIDEND GROWTH E
-3.11%
Shares185.9K
Event2026-03-31
Filed2026-05-05
ICE
INTERCONTINENTAL EXCHANGE IN
1.27%
Shares81.0K
Event2026-03-31
Filed2026-05-05
BAC
BANK AMERICA CORP
-0.69%
Shares253.4K
Event2026-03-31
Filed2026-05-05
MU
MICRON TECHNOLOGY INC
-0.44%
Shares36.5K
Event2026-03-31
Filed2026-05-05
VEA
VANGUARD FTSE DEVELOPED MARKET
84.21%
Shares191.9K
Event2026-03-31
Filed2026-05-05
VTV
VANGUARD INDEX FDS
-5.90%
Shares62.0K
Event2026-03-31
Filed2026-05-05
META
META PLATFORMS INC
-0.15%
Shares20.5K
Event2026-03-31
Filed2026-05-05
SPHQ
INVESCO EXCHANGE TRADED FD T
-2.67%
Shares154.7K
Event2026-03-31
Filed2026-05-05
ADBE
ADOBE INC
-5.79%
Shares47.0K
Event2026-03-31
Filed2026-05-05
BSX
BOSTON SCIENTIFIC CORP
4.00%
Shares175.1K
Event2026-03-31
Filed2026-05-05
LLY
ELI LILLY & CO
4.71%
Shares11.9K
Event2026-03-31
Filed2026-05-05
LNG
CHENIERE ENERGY INC
7.26%
Shares37.7K
Event2026-03-31
Filed2026-05-05
PG
PROCTER & GAMBLE CO
-3.33%
Shares71.9K
Event2026-03-31
Filed2026-05-05
NOW
SERVICENOW INC
-5.72%
Shares99.0K
Event2026-03-31
Filed2026-05-05
SGOV
ISHARES TR/ISHARES 0-3 MNTH TR
-18.52%
Shares102.8K
Event2026-03-31
Filed2026-05-05
SNA
SNAP ON INC
2.53%
Shares28.3K
Event2026-03-31
Filed2026-05-05
ROP
ROPER TECHNOLOGIES INC
-16.65%
Shares28.6K
Event2026-03-31
Filed2026-05-05
HELO
J P MORGAN EXCHANGE TRADED F
6.64%
Shares155.9K
Event2026-03-31
Filed2026-05-05
VB
VANGUARD INDEX FDS
-6.87%
Shares37.0K
Event2026-03-31
Filed2026-05-05
JNJ
JOHNSON & JOHNSON
0.34%
Shares39.6K
Event2026-03-31
Filed2026-05-05
ELV
ELEVANCE HEALTH INC
-5.84%
Shares32.5K
Event2026-03-31
Filed2026-05-05
AMGN
AMGEN INC
3.49%
Shares25.4K
Event2026-03-31
Filed2026-05-05
IBM
INTERNATIONAL BUSINESS MACHS
-3.07%
Shares35.0K
Event2026-03-31
Filed2026-05-05
SHEL
SHELL PLC
0.19%
Shares85.1K
Event2026-03-31
Filed2026-05-05
EATON CORP PLC
EATON CORP PLC
35.05%
Shares21.8K
Event2026-03-31
Filed2026-05-05
TRMB
TRIMBLE INC
-6.69%
Shares117.9K
Event2026-03-31
Filed2026-05-05
VANGUARD INDEX FDS
VANGUARD INDEX FDS
46.43%
Shares12.4K
Event2026-03-31
Filed2026-05-05
ZS
ZSCALER INC
-1.63%
Shares50.5K
Event2026-03-31
Filed2026-05-05
ISCF
ISHARES TR
New
Shares163.3K
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TR
INVESCO QQQ TR
49.77%
Shares11.5K
Event2026-03-31
Filed2026-05-05
SYK
STRYKER CORP
1.72%
Shares19.9K
Event2026-03-31
Filed2026-05-05
EMR
EMERSON ELEC CO
-1.20%
Shares49.2K
Event2026-03-31
Filed2026-05-05
VONE
VANGUARD SCOTTSDALE FDS
-9.35%
Shares21.6K
Event2026-03-31
Filed2026-05-05
NOBL
PROSHARES TR
700.04%
Shares58.9K
Event2026-03-31
Filed2026-05-05
IEFA
ISHARES CORE MSCI EAFE ETF
-7.00%
Shares67.4K
Event2026-03-31
Filed2026-05-05
NVDA
NVIDIA CORP
3.26%
Shares34.7K
Event2026-03-31
Filed2026-05-05
ACCENTURE PLC ADR
ACCENTURE PLC ADR
-8.88%
Shares30.4K
Event2026-03-31
Filed2026-05-05
MDLZ
MONDELEZ INTERNATIONAL INC
-5.27%
Shares103.4K
Event2026-03-31
Filed2026-05-05
DUKE ENERGY CORP
DUKE ENERGY CORP
-2.60%
Shares44.4K
Event2026-03-31
Filed2026-05-05
RSG
REPUBLIC SERVICES INC
-1.29%
Shares26.3K
Event2026-03-31
Filed2026-05-05
MSI
MOTOROLA SOLUTIONS INC
-3.08%
Shares13.3K
Event2026-03-31
Filed2026-05-05
LOW
LOWES COS INC
-1.18%
Shares23.9K
Event2026-03-31
Filed2026-05-05
CSCO
CISCO SYS INC
-4.39%
Shares71.4K
Event2026-03-31
Filed2026-05-05
DELL
DELL TECHNOLOGIES INC
5.82%
Shares33.3K
Event2026-03-31
Filed2026-05-05
MS
MORGAN STANLEY
3.54%
Shares33.0K
Event2026-03-31
Filed2026-05-05
VTI
VANGUARD INDEX FDS
11.67%
Shares16.7K
Event2026-03-31
Filed2026-05-05
VO
VANGUARD IND FD MID-CAP
6.75%
Shares18.2K
Event2026-03-31
Filed2026-05-05
H
HYATT HOTELS CORP
3.84%
Shares36.3K
Event2026-03-31
Filed2026-05-05
AGG
ISHARES CORE U.S. AGGREGATE ET
-16.31%
Shares52.2K
Event2026-03-31
Filed2026-05-05
YUM
YUM BRANDS INC
-0.03%
Shares32.9K
Event2026-03-31
Filed2026-05-05
ULTA
ULTA BEAUTY INC
-0.19%
Shares9.7K
Event2026-03-31
Filed2026-05-05
ABT
ABBOTT LABORATORIES
-15.21%
Shares46.6K
Event2026-03-31
Filed2026-05-05
GEV
GE VERNOVA INC
40.64%
Shares5.5K
Event2026-03-31
Filed2026-05-05
DIS
DISNEY WALT CO
-1.68%
Shares47.8K
Event2026-03-31
Filed2026-05-05
DON
WISDOMTREE US MIDCAP DIVIDEND
-10.50%
Shares87.4K
Event2026-03-31
Filed2026-05-05
GS
GOLDMAN SACHS GROUP INC
11.37%
Shares5.4K
Event2026-03-31
Filed2026-05-05
AXP
AMERICAN EXPRESS CO
-1.50%
Shares15.1K
Event2026-03-31
Filed2026-05-05
SOUTHSTATE BANK CORPORATION CO
SOUTHSTATE BANK CORPORATION CO
-0.64%
Shares48.8K
Event2026-03-31
Filed2026-05-05
DFAE
DIMENSIONAL ETF TRUST
8.32%
Shares131.7K
Event2026-03-31
Filed2026-05-05
BP
BP PLC
0.78%
Shares94.4K
Event2026-03-31
Filed2026-05-05
VGT
VANGUARD INFO TECH ETF
69.87%
Shares6.3K
Event2026-03-31
Filed2026-05-05
IGSB
ISHARES TR
-3.33%
Shares76.6K
Event2026-03-31
Filed2026-05-05
MCD
MCDONALDS CORP
-0.23%
Shares12.7K
Event2026-03-31
Filed2026-05-05
MERCK & CO INC
MERCK & CO INC
-0.37%
Shares30.2K
Event2026-03-31
Filed2026-05-05
QLTY
GMO ETF TRUST
-6.95%
Shares98.2K
Event2026-03-31
Filed2026-05-05
IWM
ISHARES RUSSELL 2000 ETF
33.78%
Shares14.1K
Event2026-03-31
Filed2026-05-05
IWR
ISHARES RUSSELL MIDCAP ETF
-2.75%
Shares35.8K
Event2026-03-31
Filed2026-05-05
IWF
ISHARES RUSSELL 1000 GROWTH ET
-1.27%
Shares8.0K
Event2026-03-31
Filed2026-05-05
VV
VANGUARD INDEX FDS
-0.26%
Shares11.3K
Event2026-03-31
Filed2026-05-05
CRH PLC
CRH PLC
6.77%
Shares32.0K
Event2026-03-31
Filed2026-05-05
ARISTA NETWORKS INC
ARISTA NETWORKS INC
52.82%
Shares27.4K
Event2026-03-31
Filed2026-05-05
ADP
AUTOMATIC DATA PROCESSING IN
-5.18%
Shares16.3K
Event2026-03-31
Filed2026-05-05
PEP
PEPSICO INC
-11.16%
Shares20.6K
Event2026-03-31
Filed2026-05-05
EFA
ISHARES MSCI EAFE ETF
10.04%
Shares32.3K
Event2026-03-31
Filed2026-05-05
CVS
CVS HEALTH CORP
0.40%
Shares42.3K
Event2026-03-31
Filed2026-05-05
SO
SOUTHERN CO
0.92%
Shares31.3K
Event2026-03-31
Filed2026-05-05
LMT
LOCKHEED MARTIN CORP
2.93%
Shares4.6K
Event2026-03-31
Filed2026-05-05
VBR
VANGUARD INDEX FDS
8.34%
Shares12.7K
Event2026-03-31
Filed2026-05-05
PYPL
PAYPAL HLDGS INC
-10.26%
Shares59.9K
Event2026-03-31
Filed2026-05-05
BHP
BHP BILLITON LIMITED
22.52%
Shares37.2K
Event2026-03-31
Filed2026-05-05
ASTS
AST SPACEMOBILE INC
-0.01%
Shares32.6K
Event2026-03-31
Filed2026-05-05
FIRST CITIZENS BANCSHARES INC
FIRST CITIZENS BANCSHARES INC
-4.84%
Shares1.4K
Event2026-03-31
Filed2026-05-05
BLACKROCK INC.
BLACKROCK INC.
2.12%
Shares2.7K
Event2026-03-31
Filed2026-05-05
CAT
CATERPILLAR INC
-3.74%
Shares3.7K
Event2026-03-31
Filed2026-05-05
PSX
PHILLIPS 66
0.02%
Shares14.3K
Event2026-03-31
Filed2026-05-05
CRM
SALESFORCE INC
-11.51%
Shares13.8K
Event2026-03-31
Filed2026-05-05
PM
PHILIP MORRIS INTERNATIONAL
-0.32%
Shares15.4K
Event2026-03-31
Filed2026-05-05
XLE
SELECT SECTOR SPDR TR
-0.45%
Shares41.5K
Event2026-03-31
Filed2026-05-05
HCA
HCA HEALTHCARE INC
-7.96%
Shares5.2K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE
GE AEROSPACE
-48.29%
Shares8.6K
Event2026-03-31
Filed2026-05-05
IJH
ISHARES CORE S&P MID-CAP ETF
-20.41%
Shares35.9K
Event2026-03-31
Filed2026-05-05
AVDE
AMERICAN CENTY ETF TR
1.70%
Shares28.4K
Event2026-03-31
Filed2026-05-05
HON
HONEYWELL INTERNATIONAL INC
-3.14%
Shares10.7K
Event2026-03-31
Filed2026-05-05
SCHX
SCHWAB STRATEGIC TR
-2.89%
Shares93.7K
Event2026-03-31
Filed2026-05-05
DIA
STATE STREET SPDR DOW JONES IN
0.56%
Shares5.1K
Event2026-03-31
Filed2026-05-05
JPST
JP MORGAN ETF ULTRA SHORT
11.61%
Shares45.6K
Event2026-03-31
Filed2026-05-05
IWV
ISHARES TR
-0.05%
Shares6.2K
Event2026-03-31
Filed2026-05-05
MO
ALTRIA GROUP INC
-0.44%
Shares34.6K
Event2026-03-31
Filed2026-05-05
COP
CONOCOPHILLIPS
-0.90%
Shares17.2K
Event2026-03-31
Filed2026-05-05
PFF
ISHARES PREFERRED & INCOME SEC
-3.19%
Shares71.8K
Event2026-03-31
Filed2026-05-05
TSLA
TESLA INC
9.24%
Shares5.8K
Event2026-03-31
Filed2026-05-05
USB
US BANCORP
-2.86%
Shares41.4K
Event2026-03-31
Filed2026-05-05
VCIT
VANGUARD INTER TERM CORP BO .1
88.14%
Shares25.2K
Event2026-03-31
Filed2026-05-05
VWO
VANGUARD FTSE EMERGING MARKETS
29.79%
Shares38.4K
Event2026-03-31
Filed2026-05-05
HBAN
HUNTINGTON BANCSHARES INC
19902.88%
Shares131.8K
Event2026-03-31
Filed2026-05-05
BIV
VANGUARD BD INDEX FDS
1180.57%
Shares26.6K
Event2026-03-31
Filed2026-05-05
PGR
PROGRESSIVE CORP
-1.35%
Shares10.2K
Event2026-03-31
Filed2026-05-05
NKE
NIKE INC
-3.42%
Shares38.1K
Event2026-03-31
Filed2026-05-05
MTB
M & T BK CORP
-1.31%
Shares9.4K
Event2026-03-31
Filed2026-05-05
STZ
CONSTELLATION BRANDS INC
-5.31%
Shares12.8K
Event2026-03-31
Filed2026-05-05
VYM
VANGUARD HIGH DVD YIELD ETF
198.89%
Shares12.6K
Event2026-03-31
Filed2026-05-05
RTX
RTX CORPORATION
0.58%
Shares9.0K
Event2026-03-31
Filed2026-05-05
BK
BANK NEW YORK MELLON CORP
0.00%
Shares14.6K
Event2026-03-31
Filed2026-05-05
STEW
SRH TOTAL RETURN FUND
0.00%
Shares100.0K
Event2026-03-31
Filed2026-05-05
FTV
FORTIVE CORP
-1.55%
Shares28.6K
Event2026-03-31
Filed2026-05-05
IWD
ISHARES RUSSELL 1000 VALUE ETF
1.43%
Shares7.3K
Event2026-03-31
Filed2026-05-05
VXUS
VANGUARD STAR FDS
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-05
VZ
VERIZON COMMUNICATIONS
1.93%
Shares30.2K
Event2026-03-31
Filed2026-05-05
ECL
ECOLAB INC
-2.59%
Shares5.7K
Event2026-03-31
Filed2026-05-05
FRDM
EA SERIES TRUST
18.26%
Shares27.3K
Event2026-03-31
Filed2026-05-05
TIP
ISHARES BARCLAYS TIPS BOND ETF
-2.80%
Shares13.4K
Event2026-03-31
Filed2026-05-05
NVO
NOVO NORDISK AS SPONS ADR
-14.65%
Shares40.1K
Event2026-03-31
Filed2026-05-05
BRK.A
BERKSHIRE HATHAWAY INC-CL A
0.00%
Shares2
Event2026-03-31
Filed2026-05-05
TSCO
TRACTOR SUPPLY CO
-1.88%
Shares31.6K
Event2026-03-31
Filed2026-05-05
FI
FISERV INC
-0.22%
Shares25.5K
Event2026-03-31
Filed2026-05-05
IWB
ISHARES RUSSELL 1000 ETF
-8.57%
Shares4.0K
Event2026-03-31
Filed2026-05-05
CEF
SPROTT ASSET MANAGEMENT LP
0.00%
Shares29.6K
Event2026-03-31
Filed2026-05-05
MINT
PIMCO ETF TR
-32.10%
Shares14.0K
Event2026-03-31
Filed2026-05-05
AMAT
APPLIED MATERIALS INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-05
EFV
ISHARES MSCI EAFE VALUE ETF
22.41%
Shares18.7K
Event2026-03-31
Filed2026-05-05
RING
ISHARES MSCI GLOBAL GOLD MIN E
0.00%
Shares17.5K
Event2026-03-31
Filed2026-05-05
EOG
EOG RES INC
4.52%
Shares9.5K
Event2026-03-31
Filed2026-05-05
ROST
ROSS STORES INC
-1.54%
Shares6.3K
Event2026-03-31
Filed2026-05-05
PULS
PGIM ETF TR
-8.32%
Shares27.3K
Event2026-03-31
Filed2026-05-05
BMY
BRISTOL MYERS SQUIBB CO
-1.14%
Shares22.2K
Event2026-03-31
Filed2026-05-05
TMUS
T-MOBILE US INC
-27.33%
Shares6.3K
Event2026-03-31
Filed2026-05-05
VIS
VANGUARD INDUSTRIALS ETF
-0.07%
Shares4.2K
Event2026-03-31
Filed2026-05-05
WM
WASTE MGMT INC DEL
0.72%
Shares5.7K
Event2026-03-31
Filed2026-05-05
SLM
SLM CORP
-6.93%
Shares60.9K
Event2026-03-31
Filed2026-05-05
PLTR
PALANTIR TECHNOLOGIES INC
-0.44%
Shares8.8K
Event2026-03-31
Filed2026-05-05
CHD
CHURCH & DWIGHT CO INC
-0.52%
Shares13.6K
Event2026-03-31
Filed2026-05-05
SPTM
SPDR SERIES TRUST
-1.56%
Shares15.7K
Event2026-03-31
Filed2026-05-05
GLD
SPDR GOLD TR
1.67%
Shares2.9K
Event2026-03-31
Filed2026-05-05
DE
DEERE & CO
0.05%
Shares2.2K
Event2026-03-31
Filed2026-05-05
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-39.63%
Shares22.2K
Event2026-03-31
Filed2026-05-05
PYLD
PIMCO ETF TR
18.14%
Shares43.4K
Event2026-03-31
Filed2026-05-05
INVESCO S&P 500 LOW VOLATILITY
INVESCO S&P 500 LOW VOLATILITY
0.00%
Shares15.4K
Event2026-03-31
Filed2026-05-05
UCON
FIRST TR EXCHNG TRADED FD VI
-18.89%
Shares44.6K
Event2026-03-31
Filed2026-05-05
LINDE PLC
LINDE PLC
0.51%
Shares2.2K
Event2026-03-31
Filed2026-05-05
NVS
NOVARTIS AG
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-05
CSX
CSX CORP
0.00%
Shares25.6K
Event2026-03-31
Filed2026-05-05
GILD
GILEAD SCIENCES INC
-8.83%
Shares7.4K
Event2026-03-31
Filed2026-05-05
COF
CAPITAL ONE FINANCIAL
-1.78%
Shares5.6K
Event2026-03-31
Filed2026-05-05
TFC
TRUIST FINANCIAL CORP
-1.86%
Shares21.7K
Event2026-03-31
Filed2026-05-05
WFC
WELLS FARGO & CO
-0.76%
Shares12.5K
Event2026-03-31
Filed2026-05-05
VYMI
VANGUARD WHITEHALL FDS
New
Shares10.1K
Event2026-03-31
Filed2026-05-05
AVDV
AMERICAN CENTY ETF TR
New
Shares9.5K
Event2026-03-31
Filed2026-05-05
MPC
MARATHON PETE CORP
0.08%
Shares3.8K
Event2026-03-31
Filed2026-05-05
XLV
SELECT SECTOR SPDR TR
16.54%
Shares6.4K
Event2026-03-31
Filed2026-05-05
BA
BOEING CO
1.28%
Shares4.7K
Event2026-03-31
Filed2026-05-05
HDV
ISHARES CORE HIGH DIVIDEND ETF
-10.52%
Shares6.8K
Event2026-03-31
Filed2026-05-05
IVE
ISHARES TR
2.77%
Shares4.4K
Event2026-03-31
Filed2026-05-05
NUE
NUCOR CORP
0.43%
Shares5.3K
Event2026-03-31
Filed2026-05-05
VGIT
VANGUARD SCOTTSDALE FDS
-1.55%
Shares14.9K
Event2026-03-31
Filed2026-05-05
AFL
AFLAC INC
-0.93%
Shares8.0K
Event2026-03-31
Filed2026-05-05
NXPI
NXP SEMICONDUCTORS ADR
-5.68%
Shares4.4K
Event2026-03-31
Filed2026-05-05
MMM
3M CO
-3.87%
Shares6.0K
Event2026-03-31
Filed2026-05-05
CTVA
CORTEVA INC
0.17%
Shares10.4K
Event2026-03-31
Filed2026-05-05
VXF
VANGUARD EXTENDED MARKET ETF
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-05
JMUB
J P MORGAN EXCHANGE TRADED F
0.00%
Shares17.4K
Event2026-03-31
Filed2026-05-05
QUAL
ISHARES TR
36.24%
Shares4.3K
Event2026-03-31
Filed2026-05-05
ITW
ILLINOIS TOOL WKS INC
-3.23%
Shares3.1K
Event2026-03-31
Filed2026-05-05
CNC
CENTENE CORP
1.34%
Shares24.0K
Event2026-03-31
Filed2026-05-05
VSS
VANGUARD FTSE ALL WORLD X-US S
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-05
SCHP
SCHWAB STRATEGIC TR
New
Shares28.9K
Event2026-03-31
Filed2026-05-05
UNH
UNITEDHEALTH GROUP INC
-50.53%
Shares2.8K
Event2026-03-31
Filed2026-05-05
IUSG
ISHARES TR
-21.77%
Shares4.9K
Event2026-03-31
Filed2026-05-05
FBNC
FIRST BANCORP N C
0.00%
Shares13.2K
Event2026-03-31
Filed2026-05-05
ALL
ALLSTATE CORP
-1.29%
Shares3.5K
Event2026-03-31
Filed2026-05-05
QCOM
QUALCOMM INC
-32.69%
Shares5.6K
Event2026-03-31
Filed2026-05-05
XLB
SELECT SECTOR SPDR TR
12.44%
Shares14.3K
Event2026-03-31
Filed2026-05-05
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-05
T
AT & T INC
-0.40%
Shares24.3K
Event2026-03-31
Filed2026-05-05
PEY
INVESCO EXCHANGE TRADED FD T
6.49%
Shares32.6K
Event2026-03-31
Filed2026-05-05
IJK
ISHARES S&P MIDCAP 400/GRWTH E
-6.78%
Shares6.9K
Event2026-03-31
Filed2026-05-05
CMI
CUMMINS INC
-0.40%
Shares1.3K
Event2026-03-31
Filed2026-05-05
SHW
SHERWIN WILLIAMS CO
-3.95%
Shares2.1K
Event2026-03-31
Filed2026-05-05
DVY
ISHARES DJ SELECT DIVIDEND ETF
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-05
XLF
FINANCIAL SELECT SECTOR SPDR
-6.83%
Shares13.3K
Event2026-03-31
Filed2026-05-05
TXN
TEXAS INSTRS INC
0.03%
Shares3.4K
Event2026-03-31
Filed2026-05-05
TRV
TRAVELERS COMPANIES INC
1.03%
Shares2.1K
Event2026-03-31
Filed2026-05-05
JEPI
J P MORGAN EXCHANGE TRADED F
New
Shares10.9K
Event2026-03-31
Filed2026-05-05
TROW
PRICE T ROWE GROUP INC
-3.93%
Shares6.8K
Event2026-03-31
Filed2026-05-05
D
DOMINION ENERGY INC
-13.97%
Shares9.8K
Event2026-03-31
Filed2026-05-05
IWP
ISHARES RUSSELL MIDCAP GRWTH E
-2.11%
Shares4.7K
Event2026-03-31
Filed2026-05-05
ISHARES GOLD TR
ISHARES GOLD TR
-26.51%
Shares6.8K
Event2026-03-31
Filed2026-05-05
SCHB
SCHWAB STRATEGIC TR
-9.24%
Shares23.5K
Event2026-03-31
Filed2026-05-05
DEXC
DIMENSIONAL ETF TRUST
115.13%
Shares9.1K
Event2026-03-31
Filed2026-05-05
VTEB
VANGUARD MUN BD FDS
0.01%
Shares11.0K
Event2026-03-31
Filed2026-05-05
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.06%
Shares1.5K
Event2026-03-31
Filed2026-05-05
XLK
SELECT SECTOR SPDR TR
1.80%
Shares3.9K
Event2026-03-31
Filed2026-05-05
AYI
ACUITY INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-05
IJJ
ISHARES S&P MIDCAP 400/VALUE E
-3.20%
Shares3.8K
Event2026-03-31
Filed2026-05-05
PAYX
PAYCHEX INC
-11.74%
Shares5.2K
Event2026-03-31
Filed2026-05-05
INTC
INTEL CORP
0.79%
Shares10.7K
Event2026-03-31
Filed2026-05-05
AVEM
AMERICAN CENTY ETF TR
41.66%
Shares5.7K
Event2026-03-31
Filed2026-05-05
CINF
CINCINNATI FINANCIAL CORP
-0.63%
Shares2.9K
Event2026-03-31
Filed2026-05-05
VCRB
VANGUARD MALVERN FDS
-43.28%
Shares5.7K
Event2026-03-31
Filed2026-05-05
IEF
ISHARES TR
1.23%
Shares4.6K
Event2026-03-31
Filed2026-05-05
FDX
FEDEX CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-05
BDX
BECTON DICKINSON & CO
-21.90%
Shares2.8K
Event2026-03-31
Filed2026-05-05
FNDE
SCHWAB STRATEGIC TR
-12.01%
Shares11.3K
Event2026-03-31
Filed2026-05-05
SHYG
ISHARES 0-5 YEAR HIGH YIELD CO
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-05
FNDF
SCHWAB STRATEGIC TR
-23.00%
Shares8.6K
Event2026-03-31
Filed2026-05-05
HYEM
VANECK ETF TRUST
New
Shares21.1K
Event2026-03-31
Filed2026-05-05
RNST
RENASANT CORP
-52.08%
Shares11.5K
Event2026-03-31
Filed2026-05-05
AWK
AMERICAN WATER WORKS CO INC
-10.62%
Shares3.0K
Event2026-03-31
Filed2026-05-05
SCHW
CHARLES SCHWAB CORP
-27.28%
Shares4.3K
Event2026-03-31
Filed2026-05-05
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
0.10%
Shares1.0K
Event2026-03-31
Filed2026-05-05
XEL
XCEL ENERGY INC
30.24%
Shares4.9K
Event2026-03-31
Filed2026-05-05
IEMG
ISHARES INC
1.61%
Shares5.4K
Event2026-03-31
Filed2026-05-05
MOS
THE MOSAIC COMPANY
-7.42%
Shares14.7K
Event2026-03-31
Filed2026-05-05
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-0.38%
Shares8.2K
Event2026-03-31
Filed2026-05-05
PPG
PPG INDS INC
-1.32%
Shares3.4K
Event2026-03-31
Filed2026-05-05
EA
ELECTRONIC ARTS INC
-18.63%
Shares1.8K
Event2026-03-31
Filed2026-05-05
IJS
ISHARES S&P SMALLCAP 600/VAL E
0.10%
Shares3.0K
Event2026-03-31
Filed2026-05-05
CL
COLGATE PALMOLIVE CO
0.53%
Shares4.2K
Event2026-03-31
Filed2026-05-05
NSC
NORFOLK SOUTHERN CORP
30.58%
Shares1.2K
Event2026-03-31
Filed2026-05-05
GLW
CORNING INC
0.55%
Shares2.6K
Event2026-03-31
Filed2026-05-05
DFGR
DIMENSIONAL ETF TRUST
-0.60%
Shares13.0K
Event2026-03-31
Filed2026-05-05
PNC
PNC FINANCIAL SERVICES GROUP
-1.51%
Shares1.6K
Event2026-03-31
Filed2026-05-05
QQQM
INVESCO EXCH TRADED FD TR II
16.78%
Shares1.4K
Event2026-03-31
Filed2026-05-05
NFLX
NETFLIX INC
0.71%
Shares3.4K
Event2026-03-31
Filed2026-05-05
SCHD
SCHWAB STRATEGIC TR
-77.38%
Shares10.6K
Event2026-03-31
Filed2026-05-05
GPC
GENUINE PARTS CO
-1.26%
Shares3.1K
Event2026-03-31
Filed2026-05-05
RVT
ROYCE SMALL CAP TRUST
0.00%
Shares19.0K
Event2026-03-31
Filed2026-05-05
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-05
LYFT
LYFT INC
28.20%
Shares23.5K
Event2026-03-31
Filed2026-05-05
AOR
ISHARES TR
-10.04%
Shares4.9K
Event2026-03-31
Filed2026-05-05
XLY
SELECT SECTOR SPDR TR
19.94%
Shares2.7K
Event2026-03-31
Filed2026-05-05
SHOP
SHOPIFY INC
-4.23%
Shares2.4K
Event2026-03-31
Filed2026-05-05
MGNR
AMERICAN BEACON SELECT FUNDS
1104.77%
Shares5.6K
Event2026-03-31
Filed2026-05-05
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares463
Event2026-03-31
Filed2026-05-05
PSLV
SPROTT ASSET MANAGEMENT LP
0.00%
Shares11.7K
Event2026-03-31
Filed2026-05-05
JEPQ
J P MORGAN EXCHANGE TRADED F
New
Shares5.1K
Event2026-03-31
Filed2026-05-05
CARR
CARRIER GLOBAL CORP
-5.84%
Shares4.9K
Event2026-03-31
Filed2026-05-05
MUSA
MURPHY USA INC
0.00%
Shares547
Event2026-03-31
Filed2026-05-05
RWR
STATE STREET SPDR DOW JONES RE
-1.25%
Shares2.6K
Event2026-03-31
Filed2026-05-05
IEI
ISHARES TR
-3.89%
Shares2.2K
Event2026-03-31
Filed2026-05-05
IWS
ISHARES RUSSELL MIDCAP VALUE E
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-05
ED
CONSOLIDATED EDISON INC
-9.18%
Shares2.3K
Event2026-03-31
Filed2026-05-05
FLR
FLUOR CORP NEW
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-05
ATO
ATMOS ENERGY CORP
-0.36%
Shares1.4K
Event2026-03-31
Filed2026-05-05
FNDX
SCHWAB STRATEGIC TR
0.01%
Shares9.0K
Event2026-03-31
Filed2026-05-05
AIVL
WISDOMTREE US DIVIDEND EX-FINA
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-05
PFE
PFIZER INC
-32.27%
Shares8.7K
Event2026-03-31
Filed2026-05-05
CMCSA
COMCAST CORP NEW
-21.70%
Shares8.4K
Event2026-03-31
Filed2026-05-05
PANW
PALO ALTO NETWORKS INC
-31.38%
Shares1.5K
Event2026-03-31
Filed2026-05-05
MKSI
MKS INC.
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-05
SCHI
SCHWAB STRATEGIC TR
New
Shares10.2K
Event2026-03-31
Filed2026-05-05
INTU
INTUIT
-6.05%
Shares528
Event2026-03-31
Filed2026-05-05
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-0.44%
Shares2.0K
Event2026-03-31
Filed2026-05-05
ACA
ARCOSA INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-05
ENB
ENBRIDGE INCORPORATED ADR
-3.51%
Shares4.1K
Event2026-03-31
Filed2026-05-05
IP
INTERNATIONAL PAPER CO
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-05
DLTR
DOLLAR TREE INC
-1.39%
Shares2.0K
Event2026-03-31
Filed2026-05-05
ABERDEEN STANDARD PHYSICAL GOL
ABERDEEN STANDARD PHYSICAL GOL
-2.10%
Shares4.8K
Event2026-03-31
Filed2026-05-05
SCHM
SCHWAB STRATEGI/US MID-CAP ETF
4.83%
Shares6.9K
Event2026-03-31
Filed2026-05-05
IJT
ISHARES S&P SMALLCAP/600 GROWT
1.38%
Shares1.5K
Event2026-03-31
Filed2026-05-05
MCK
MCKESSON CORP
-28.36%
Shares245
Event2026-03-31
Filed2026-05-05
SCHJ
SCHWAB STRATEGIC TR
New
Shares8.5K
Event2026-03-31
Filed2026-05-05
KMI
KINDER MORGAN INC
-3.11%
Shares6.1K
Event2026-03-31
Filed2026-05-05
XLI
SELECT SECTOR SPDR TR
73.09%
Shares1.2K
Event2026-03-31
Filed2026-05-05
PRK
PARK NATIONAL CORP COM
-29.07%
Shares1.2K
Event2026-03-31
Filed2026-05-05
VOT
VANGUARD MID-CAP GROWTH ETF
27.97%
Shares755
Event2026-03-31
Filed2026-05-05
FIS
FIDELITY NATL INFORMATION SV
-63.34%
Shares4.1K
Event2026-03-31
Filed2026-05-05
CM
CANADIAN IMPERIAL BANK OF CO
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-05
VNQ
VANGUARD INDEX FDS
-83.59%
Shares2.1K
Event2026-03-31
Filed2026-05-05
EEM
ISHARES TR
0.66%
Shares3.2K
Event2026-03-31
Filed2026-05-05
SCHK
SCHWAB STRATEGIC TR
-9.53%
Shares5.7K
Event2026-03-31
Filed2026-05-05
UPS
UNITED PARCEL SVC INC CL B
-18.73%
Shares1.8K
Event2026-03-31
Filed2026-05-05
CIGNA GROUP
CIGNA GROUP
-11.23%
Shares648
Event2026-03-31
Filed2026-05-05
GEHC
GE HEALTHCARE TECHNOLOGIES I
-8.38%
Shares2.4K
Event2026-03-31
Filed2026-05-05
IBIT
ISHARES BITCOIN TRUST ETF
-11.48%
Shares4.4K
Event2026-03-31
Filed2026-05-05
VT
VANGUARD INTL EQUITY INDEX F
-2.99%
Shares1.2K
Event2026-03-31
Filed2026-05-05
APD
AIR PRODS & CHEMS INC
-15.68%
Shares543
Event2026-03-31
Filed2026-05-05
PIPER SANDLER COMPANIES
PIPER SANDLER COMPANIES
New
Shares2.1K
Event2026-03-31
Filed2026-05-05
BNY MELLON ETF TRUST II
BNY MELLON ETF TRUST II
New
Shares6.4K
Event2026-03-31
Filed2026-05-05
NDAQ
NASDAQ INC
-8.66%
Shares1.8K
Event2026-03-31
Filed2026-05-05
IWN
ISHARES RUSSELL 2000 VALUE ETF
3.91%
Shares824
Event2026-03-31
Filed2026-05-05
TGT
TARGET CORP
-6.05%
Shares1.3K
Event2026-03-31
Filed2026-05-05
CAH
CARDINAL HEALTH INC
0.00%
Shares734
Event2026-03-31
Filed2026-05-05
AUB
ATLANTIC UNION BANKSHARES CORP
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-05
CCL
CARNIVAL CORP
5.65%
Shares6.0K
Event2026-03-31
Filed2026-05-05
WDC
WESTERN DIGITAL CORP
2.18%
Shares563
Event2026-03-31
Filed2026-05-05
XLP
SELECT SECTOR SPDR TR
1.40%
Shares1.8K
Event2026-03-31
Filed2026-05-05
XLU
SELECT SECTOR SPDR TR
-5.06%
Shares3.2K
Event2026-03-31
Filed2026-05-05
SCHE
SCHWAB EMERGING MARKETS EQUITY
12.99%
Shares4.4K
Event2026-03-31
Filed2026-05-05
KLAC
KLA CORP
-11.71%
Shares98
Event2026-03-31
Filed2026-05-05
SBUX
STARBUCKS CORP
-8.57%
Shares1.6K
Event2026-03-31
Filed2026-05-05
ADI
ANALOG DEVICES INC
8.92%
Shares452
Event2026-03-31
Filed2026-05-05
FLMI
FRANKLIN TEMPLETON ETF TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-05
KEYS
KEYSIGHT TECHNOLOGIES INC
-2.34%
Shares501
Event2026-03-31
Filed2026-05-05
MET
METLIFE INC
-5.95%
Shares1.9K
Event2026-03-31
Filed2026-05-05
BE
BLOOM ENERGY CO/SH CL A
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-05
LDRX
RBB FD INC
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-05
SOFI
SOFI TECHNOLOGIES INC
-0.12%
Shares8.5K
Event2026-03-31
Filed2026-05-05
ITOT
ISHARES TR
0.00%
Shares938
Event2026-03-31
Filed2026-05-05
IAUM
ISHARES GOLD TR
-47.21%
Shares2.9K
Event2026-03-31
Filed2026-05-05
A
AGILENT TECHNOLOGIES INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-05
AXON
AXON ENTERPRISE
0.33%
Shares306
Event2026-03-31
Filed2026-05-05
SCHR
SCHWAB STRATEGIC TR
New
Shares5.2K
Event2026-03-31
Filed2026-05-05
GRMN
GARMIN LTD
5.65%
Shares542
Event2026-03-31
Filed2026-05-05
BSET
BASSETT FURNITURE INDUSTRIES I
0.00%
Shares8.8K
Event2026-03-31
Filed2026-05-05
IWY
ISHARES RUSSELL TOP 200 GROWTH
0.00%
Shares499
Event2026-03-31
Filed2026-05-05
VTIP
VANGUARD MALVERN FDS
1659.57%
Shares2.5K
Event2026-03-31
Filed2026-05-05
WAT
WATERS CORP
3654.55%
Shares413
Event2026-03-31
Filed2026-05-05
KRG
KITE REALTY GROUP TRUST REIT
-16.67%
Shares5.0K
Event2026-03-31
Filed2026-05-05
OTIS
OTIS WORLDWIDE CORP
-12.96%
Shares1.6K
Event2026-03-31
Filed2026-05-05
DEO
DIAGEO PLC
-26.91%
Shares1.6K
Event2026-03-31
Filed2026-05-05
SRLN
SSGA ACTIVE TR BLACKSTONE SENR
New
Shares3.0K
Event2026-03-31
Filed2026-05-05
SNDK
SANDISK CORP
2.82%
Shares182
Event2026-03-31
Filed2026-05-05
CW
CURTISS WRIGHT CORP
-4.00%
Shares168
Event2026-03-31
Filed2026-05-05
MNST
MONSTER BEVERAGE CORP
-16.10%
Shares1.6K
Event2026-03-31
Filed2026-05-05
EVLV
EVOLV TECHNOLOGIES HLDNGS INC
0.00%
Shares18.6K
Event2026-03-31
Filed2026-05-05
CRWD
CROWDSTRIKE HLDGS INC
3.66%
Shares283
Event2026-03-31
Filed2026-05-05
MCO
MOODYS CORP
-1.95%
Shares251
Event2026-03-31
Filed2026-05-05
DOW
DOW HLDGS INC
-67.80%
Shares2.5K
Event2026-03-31
Filed2026-05-05
SCHF
SCHWAB STRATEGIC TR
-25.50%
Shares4.3K
Event2026-03-31
Filed2026-05-05
TTD
THE TRADE DESK INC
-2.90%
Shares4.6K
Event2026-03-31
Filed2026-05-05
IVW
ISHARES S&P 500 GROWTH ETF
-12.25%
Shares917
Event2026-03-31
Filed2026-05-05
NOC
NORTHROP
7.97%
Shares149
Event2026-03-31
Filed2026-05-05
MKL
MARKEL GROUP INC
1.92%
Shares53
Event2026-03-31
Filed2026-05-05
IWO
ISHARES RUSSELL 2000 GROWTH ET
-14.97%
Shares318
Event2026-03-31
Filed2026-05-05
GDX
VANECK VECTORS GOLD MINERS ETF
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-05
HTO
H2O AMERICA
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-05
DIV
GLOBAL X GLOBX SUPDV US ETF
New
Shares5.0K
Event2026-03-31
Filed2026-05-05
CNI
CANADIAN NATIONAL RAILWAY CO
0.00%
Shares919
Event2026-03-31
Filed2026-05-05
SCHQ
SCHWAB STRATEGIC TR
New
Shares3.0K
Event2026-03-31
Filed2026-05-05
IWX
ISHARES RUSSELL TOP 200 VALUE
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-05
PEG
PUBLIC SVC ENTERPRISE GROUP
-2.31%
Shares1.1K
Event2026-03-31
Filed2026-05-05
MGK
VANGUARD WORLD MEGA CAP FUND E
0.00%
Shares250
Event2026-03-31
Filed2026-05-05
SPYD
SPDR SER PORTFOLIO S&P 500 HI
New
Shares2.0K
Event2026-03-31
Filed2026-05-05
EFAV
ISHARES TR
0.00%
Shares984
Event2026-03-31
Filed2026-05-05
ASML
ASML HLDG NV
11.48%
Shares68
Event2026-03-31
Filed2026-05-05
FPE
FIRST TRUST PREFERRED SECURITI
New
Shares5.0K
Event2026-03-31
Filed2026-05-05
IQLT
ISHARES MSCI INTL QUALITY FACT
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-05
SPOT
SPOTIFY TECHNOLOGY S A
-5.70%
Shares182
Event2026-03-31
Filed2026-05-05
WPC
WP CAREY INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-05
PR
PERMIAN RESOURCES CORP
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-05
MUB
ISHARES TR
-14.49%
Shares779
Event2026-03-31
Filed2026-05-05
EMF
TEMPLETON EMERGING MKTS FD
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-05
LEN
LENNAR CORP
-3.63%
Shares929
Event2026-03-31
Filed2026-05-05
BRTR
BLACKROCK ETF TRUST II
5.45%
Shares1.6K
Event2026-03-31
Filed2026-05-05
TM
TOYOTA MOTOR CORP
0.00%
Shares389
Event2026-03-31
Filed2026-05-05
OKE
ONEOK INC NEW
-14.06%
Shares886
Event2026-03-31
Filed2026-05-05
WAB
WABTEC
-3.61%
Shares320
Event2026-03-31
Filed2026-05-05
ETR
ENTERGY CORP
-2.75%
Shares706
Event2026-03-31
Filed2026-05-05
SYY
SYSCO CORP
1.56%
Shares1.1K
Event2026-03-31
Filed2026-05-05
TOWN
TOWNE BANK
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-05
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares395
Event2026-03-31
Filed2026-05-05
SCHV
SCHWAB STRATEGIC TR
-2.34%
Shares2.5K
Event2026-03-31
Filed2026-05-05
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-05
SJM
JM SMUCKER CO/THE-NEW
-36.79%
Shares787
Event2026-03-31
Filed2026-05-05
SEIC
SEI INVESTMENTS COMPANY
-1.43%
Shares963
Event2026-03-31
Filed2026-05-05
IDA
IDACORP INC
-2.65%
Shares515
Event2026-03-31
Filed2026-05-05
ET
ENERGY TRANSFER L P
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-05
HSY
HERSHEY CO
0.00%
Shares345
Event2026-03-31
Filed2026-05-05
SIVR
ABRDN SILVER ETF TRUST
-12.43%
Shares1.0K
Event2026-03-31
Filed2026-05-05
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-16.45%
Shares721
Event2026-03-31
Filed2026-05-05
CITIGROUP INC
CITIGROUP INC
29.07%
Shares626
Event2026-03-31
Filed2026-05-05
MGV
VANGUARD WORLD FD MEGA CAP VAL
0.00%
Shares480
Event2026-03-31
Filed2026-05-05
AMD
ADVANCED MICRO DEVICES INC
14.38%
Shares342
Event2026-03-31
Filed2026-05-05
DG
DOLLAR GEN CORP
0.00%
Shares584
Event2026-03-31
Filed2026-05-05
BLACKROCK TECH AND PRIVATE EQU
BLACKROCK TECH AND PRIVATE EQU
New
Shares10.4K
Event2026-03-31
Filed2026-05-05
ON
ON SEMICONDUCTOR CORP
-4.00%
Shares1.1K
Event2026-03-31
Filed2026-05-05
DLR
DIGITAL REALTY TR INC
1.63%
Shares375
Event2026-03-31
Filed2026-05-05
TWLO
TWILIO INC
0.76%
Shares532
Event2026-03-31
Filed2026-05-05
WSFS
WSFS FINANCIAL CORP COM
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-05
IUSB
ISHARES TR
-5.43%
Shares1.4K
Event2026-03-31
Filed2026-05-05
ARCC
ARES CAPITAL CORP
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-05
HPE
HEWLETT PACKARD ENTERPRISE C
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-05
TRP
TC ENERGY CORPORATION
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-05
IMTM
ISHARES TR
-2.70%
Shares1.3K
Event2026-03-31
Filed2026-05-05
EIX
EDISON INTL
0.00%
Shares851
Event2026-03-31
Filed2026-05-05
GIS
GENERAL MILLS INC
-2.51%
Shares1.7K
Event2026-03-31
Filed2026-05-05
SMH
VANECK ETF TRUST
0.00%
Shares161
Event2026-03-31
Filed2026-05-05
BKR
BAKER HUGHES CO
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-05
DBEF
DBX ETF TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-05
KNSL
KINSALE CAPITAL GROUP INC
-0.56%
Shares177
Event2026-03-31
Filed2026-05-05
MEDTRONIC PLC
MEDTRONIC PLC
-36.55%
Shares691
Event2026-03-31
Filed2026-05-05
BR
BROADRIDGE FINANCIAL SOLUTIONS
1.10%
Shares367
Event2026-03-31
Filed2026-05-05
SDIV
GLOBAL X SUPERDIVIDEND ETF
New
Shares2.3K
Event2026-03-31
Filed2026-05-05
SPYV
SPDR STATE STREET SPD ETF
New
Shares1.0K
Event2026-03-31
Filed2026-05-05
MMC
MARSH
-16.36%
Shares322
Event2026-03-31
Filed2026-05-05
VBK
VANGUARD INDEX FDS
0.00%
Shares182
Event2026-03-31
Filed2026-05-05
HAL
HALLIBURTON CO
-4.70%
Shares1.4K
Event2026-03-31
Filed2026-05-05
FNDB
SCHWAB STRATEGIC TR
-33.12%
Shares2.0K
Event2026-03-31
Filed2026-05-05
IGV
ISHARES TR
0.00%
Shares655
Event2026-03-31
Filed2026-05-05
FNDC
SCHWAB STRATEGIC TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-05
EA SERIES TRUST
EA SERIES TRUST
New
Shares1.1K
Event2026-03-31
Filed2026-05-05
BWXT
BWX TECHNOLOGIES INC
0.00%
Shares255
Event2026-03-31
Filed2026-05-05
ESGD
ISHARES TR
-22.38%
Shares541
Event2026-03-31
Filed2026-05-05
WES
WESTERN MIDSTREAM PARTNERS LP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-05
SCHZ
SCHWAB STRATEGIC TR
539.31%
Shares2.2K
Event2026-03-31
Filed2026-05-05
CBRE
CBRE GROUP INC
-8.29%
Shares376
Event2026-03-31
Filed2026-05-05
EMLC
VANECK JP MORGAN EMERGING MARK
-27.61%
Shares2.0K
Event2026-03-31
Filed2026-05-05
O
REALTY INCOME CORP
-3.33%
Shares814
Event2026-03-31
Filed2026-05-05
FCX
FREEPORT MCMORAN INC
0.00%
Shares843
Event2026-03-31
Filed2026-05-05
LYB
LYONDELLBASELL INDUSTRIES NV
-11.94%
Shares612
Event2026-03-31
Filed2026-05-05
INVESCO S&P 500 PURE GROWTH ET
INVESCO S&P 500 PURE GROWTH ET
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-05
KHC
KRAFT HEINZ CO
90.66%
Shares2.1K
Event2026-03-31
Filed2026-05-05
SCHA
SCHWAB STRATEGIC TR
-8.83%
Shares1.6K
Event2026-03-31
Filed2026-05-05
TLT
ISHARES 20plus YEAR TREASURY BOND
0.00%
Shares544
Event2026-03-31
Filed2026-05-05
SCHG
SCHWAB STRATEGIC TR
-70.18%
Shares1.6K
Event2026-03-31
Filed2026-05-05
AMP
AMERIPRISE FINANCIAL INC COM
110.00%
Shares105
Event2026-03-31
Filed2026-05-05
DIAL
COLUMBIA ETF TR I
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-05
MINO
PIMCO ETF TR
-9.65%
Shares1.0K
Event2026-03-31
Filed2026-05-05
PWR
QUANTA SERVICES INC COM
23.53%
Shares84
Event2026-03-31
Filed2026-05-05
LH
LABCORP HOLDINGS INC
-3.41%
Shares170
Event2026-03-31
Filed2026-05-05
PKG
PACKAGING CORP AMER
0.00%
Shares213
Event2026-03-31
Filed2026-05-05
SFNC
SIMMONS FIRST NATL CORP
1.14%
Shares2.3K
Event2026-03-31
Filed2026-05-05
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-12.24%
Shares588
Event2026-03-31
Filed2026-05-05
RIVN
RIVIAN AUTOMOTIVE INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-05
RPV
INVESCO S&P 500 PURE VALUE ETF
0.00%
Shares410
Event2026-03-31
Filed2026-05-05
KR
KROGER CO
-5.30%
Shares608
Event2026-03-31
Filed2026-05-05
GOVT
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-05
FTEC
FIDELITY MSCI INFORMATION TECH
-5.83%
Shares210
Event2026-03-31
Filed2026-05-05
PFFV
GLOBAL X RATE PREFERRED ETF
New
Shares2.0K
Event2026-03-31
Filed2026-05-05
IYW
ISHARES TR
0.00%
Shares235
Event2026-03-31
Filed2026-05-05
XLC
SELECT SECTOR SPDR TR
-20.17%
Shares384
Event2026-03-31
Filed2026-05-05
OEF
ISHARES S&P 100 ETF
0.00%
Shares132
Event2026-03-31
Filed2026-05-05
LAM RESEARCH CORP
LAM RESEARCH CORP
-59.92%
Shares196
Event2026-03-31
Filed2026-05-05
HII
HUNTINGTON INGALLS INDS INC
0.00%
Shares109
Event2026-03-31
Filed2026-05-05
MATX
MATSON INC
0.00%
Shares249
Event2026-03-31
Filed2026-05-05
BND
VANGUARD BD INDEX FDS
-96.31%
Shares552
Event2026-03-31
Filed2026-05-05
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-05
HP INC
HP INC
-2.81%
Shares2.0K
Event2026-03-31
Filed2026-05-05
DVN
DEVON ENERGY
173.57%
Shares766
Event2026-03-31
Filed2026-05-05
SLB
SLB LIMITED
-12.38%
Shares750
Event2026-03-31
Filed2026-05-05
F
FORD MOTOR CO DEL
-65.74%
Shares3.3K
Event2026-03-31
Filed2026-05-05
SLV
ISHARES SILVER TR
-14.04%
Shares557
Event2026-03-31
Filed2026-05-05
JHMM
JOHN HANCOCK EXCHANGE TRADED
New
Shares565
Event2026-03-31
Filed2026-05-05
WBD
WARNER BROS DISCOVERY INC
-36.86%
Shares1.4K
Event2026-03-31
Filed2026-05-05
JQUA
JPMORGAN US QUALITY FACTOR ETF
0.00%
Shares606
Event2026-03-31
Filed2026-05-05
VFH
VANGUARD FINANCIALS ETF
-76.24%
Shares307
Event2026-03-31
Filed2026-05-05
VLTO
VERALTO CORP
5.61%
Shares414
Event2026-03-31
Filed2026-05-05
COWZ
PACER FDS TR
New
Shares584
Event2026-03-31
Filed2026-05-05
CROWN CASTLE INC
CROWN CASTLE INC
-64.90%
Shares437
Event2026-03-31
Filed2026-05-05
PSA
PUBLIC STORAGE COM
0.00%
Shares131
Event2026-03-31
Filed2026-05-05
OII
OCEANEERING INTERNATIONAL, INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-05
VHT
VANGUARD HEALTH CARE ETF
12.07%
Shares130
Event2026-03-31
Filed2026-05-05
SWX
SOUTHWEST GAS HOLDINGS INC
0.00%
Shares406
Event2026-03-31
Filed2026-05-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
SouthState Bank Corp Institutional Holdings, Portfolio & P&L β€” TradeFomo