Sponsored
The Analysis of Steigerwald, Gordon & Koch Inc.'s Holdings & P&L
Currently, Steigerwald, Gordon & Koch Inc. holds 782 types of securities in its portfolio with a total value $974.2M. In the most recent quarter, they have increased their positions in CDNS (+21.5K shares, valued at $6.0M), GS (+4.5K shares, valued at $3.8M), XOM (+10.3K shares, valued at $1.7M); decreased their positions in ADBE (-13.8K shares, valued at $3.4M), TROW (-29.8K shares, valued at $2.7M), ZTS (-17.6K shares, valued at $2.1M); initiated new positions in N/A (+1.1K shares, valued at $225.8K), FDL (+3.0K shares, valued at $154.9K), NWBI (+6.0K shares, valued at $75.8K).
1M P&L
+10.8M+1.19%
3M P&L
-28.8M-3.04%
HY P&L
-4.8M-0.52%
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
1Drug Manufacturers - General71.6M
8.1%
2Software - Infrastructure64.1M
7.2%
3Banks - Diversified62.0M
7.0%
Top Industries by Stock Count
1N/A169 stocks
23.6%
2Software - Application20 stocks
2.8%
3Utilities - Regulated Electric18 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF2.3K shares34.92%2026-03-312026-04-28
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Astrazeneca Plc Adr F Sponsored Adr Astrazeneca Plc Adr F Sponsored Adr1.1K sharesnew addition2026-03-312026-04-28
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AAPL
-1.26%Apple Inc
Shares186.3K
Event2026-03-31
Filed2026-04-28
JPM
-0.51%JP Morgan Chase & Co
Shares119.9K
Event2026-03-31
Filed2026-04-28
RTX
-1.16%Raytheon Technologies Ord
Shares182.8K
Event2026-03-31
Filed2026-04-28
WMT
-0.69%Wal-Mart Stores Inc
Shares270.9K
Event2026-03-31
Filed2026-04-28
CACI
-0.59%CACI International
Shares61.3K
Event2026-03-31
Filed2026-04-28
MCK
-0.34%McKesson Corporation
Shares36.5K
Event2026-03-31
Filed2026-04-28
MSFT
0.39%Microsoft Corp
Shares85.1K
Event2026-03-31
Filed2026-04-28
DE
-0.22%Deere & Co
Shares54.0K
Event2026-03-31
Filed2026-04-28
JNJ
0.49%Johnson & Johnson
Shares114.8K
Event2026-03-31
Filed2026-04-28
TRV
0.16%Travelers Companies Inc
Shares94.6K
Event2026-03-31
Filed2026-04-28
Alphabet Inc Class A
1.45%Alphabet Inc Class A
Shares92.1K
Event2026-03-31
Filed2026-04-28
WFC
-0.11%Wells Fargo & Co
Shares328.6K
Event2026-03-31
Filed2026-04-28
DKS
-0.04%Dick's Sporting Goods
Shares128.0K
Event2026-03-31
Filed2026-04-28
AMGN
0.44%Amgen Incorporated
Shares70.9K
Event2026-03-31
Filed2026-04-28
V
1.52%Visa Inc
Shares82.1K
Event2026-03-31
Filed2026-04-28
IBM
0.82%International Business Machines
Shares97.5K
Event2026-03-31
Filed2026-04-28
NEE
1.30%Nextera Energy Inc
Shares249.4K
Event2026-03-31
Filed2026-04-28
SYK
1.52%Stryker Corp
Shares69.6K
Event2026-03-31
Filed2026-04-28
KMI
1.35%Kinder Morgan Inc
Shares681.1K
Event2026-03-31
Filed2026-04-28
VTR
0.47%Ventas Inc
Shares277.6K
Event2026-03-31
Filed2026-04-28
Linde PLC
4.79%Linde PLC
Shares35.7K
Event2026-03-31
Filed2026-04-28
CHKP
0.50%Check Point Software Tech
Shares123.9K
Event2026-03-31
Filed2026-04-28
KO
1.28%Coca Cola Company
Shares227.9K
Event2026-03-31
Filed2026-04-28
CARR
-0.37%Carrier Global Corp
Shares296.2K
Event2026-03-31
Filed2026-04-28
ADP
1.31%Auto Data Processing
Shares81.3K
Event2026-03-31
Filed2026-04-28
PFE
1.35%Pfizer Incorporated
Shares518.9K
Event2026-03-31
Filed2026-04-28
Accenture Ltd
-2.73%Accenture Ltd
Shares70.2K
Event2026-03-31
Filed2026-04-28
SYY
0.91%Sysco Corporation
Shares192.3K
Event2026-03-31
Filed2026-04-28
ELV
-1.36%Elevance Health Inc
Shares44.9K
Event2026-03-31
Filed2026-04-28
ORCL
-2.31%Oracle Corporation
Shares86.4K
Event2026-03-31
Filed2026-04-28
T
3.58%AT&T Inc
Shares429.5K
Event2026-03-31
Filed2026-04-28
OTIS
-0.47%OTIS Worldwide Corp
Shares150.2K
Event2026-03-31
Filed2026-04-28
QNITY ELECTRONICS INC
16.27%QNITY ELECTRONICS INC
Shares98.9K
Event2026-03-31
Filed2026-04-28
OMC
-2.65%Omnicom Group Inc
Shares146.8K
Event2026-03-31
Filed2026-04-28
IVV
1.43%iShares Core S&P 500 ETF
Shares15.7K
Event2026-03-31
Filed2026-04-28
DIS
-4.89%Walt Disney Co
Shares106.5K
Event2026-03-31
Filed2026-04-28
RVTY
-1.05%Revvity Inc
Shares108.5K
Event2026-03-31
Filed2026-04-28
DuPont De Nemours Inc
13.11%DuPont De Nemours Inc
Shares193.3K
Event2026-03-31
Filed2026-04-28
ZTS
-19.53%Zoetis Inc
Shares72.4K
Event2026-03-31
Filed2026-04-28
BA
6.78%Boeing Co
Shares38.0K
Event2026-03-31
Filed2026-04-28
BWA
5.35%BorgWarner
Shares132.3K
Event2026-03-31
Filed2026-04-28
TROW
-29.62%T Rowe Price Group
Shares70.7K
Event2026-03-31
Filed2026-04-28
CDNS
8329.46%Cadence Design System
Shares21.7K
Event2026-03-31
Filed2026-04-28
ADBE
-37.92%Adobe Systems Inc
Shares22.6K
Event2026-03-31
Filed2026-04-28
UPS
-7.11%United Parcel Service
Shares55.9K
Event2026-03-31
Filed2026-04-28
NVDA
-1.01%Nvidia Corp
Shares28.4K
Event2026-03-31
Filed2026-04-28
CTVA
-0.13%Corteva Inc
Shares56.5K
Event2026-03-31
Filed2026-04-28
GIS
-21.49%General Mills Inc
Shares121.0K
Event2026-03-31
Filed2026-04-28
GS
826.80%Goldman Sachs Group Inc
Shares5.0K
Event2026-03-31
Filed2026-04-28
IJR
-0.64%iShares Core S&P Small-Cap ETF
Shares26.7K
Event2026-03-31
Filed2026-04-28
XOM
118.04%Exxon Mobil Corporation
Shares19.0K
Event2026-03-31
Filed2026-04-28
DHR
0.73%Danaher Corp Del
Shares16.0K
Event2026-03-31
Filed2026-04-28
IJH
0.89%iShares Core S&P Mid-Cap ETF
Shares44.3K
Event2026-03-31
Filed2026-04-28
PHIN
-0.89%Phinia Inc
Shares41.6K
Event2026-03-31
Filed2026-04-28
AMZN
-0.86%Amazon Com Inc
Shares13.1K
Event2026-03-31
Filed2026-04-28
LLY
-0.64%Eli Lilly & Company
Shares2.8K
Event2026-03-31
Filed2026-04-28
CAT
-4.95%Caterpillar Inc
Shares3.4K
Event2026-03-31
Filed2026-04-28
Alphabet Inc Class C
-7.29%Alphabet Inc Class C
Shares7.8K
Event2026-03-31
Filed2026-04-28
META
-0.57%Meta Platforms Inc
Shares3.5K
Event2026-03-31
Filed2026-04-28
PLTR
0.83%Palantir Technologies Inc
Shares12.2K
Event2026-03-31
Filed2026-04-28
Berkshire Hathaway Class B
-1.77%Berkshire Hathaway Class B
Shares3.6K
Event2026-03-31
Filed2026-04-28
SPY
5.95%SPDR S&P 500 Index ETF
Shares2.5K
Event2026-03-31
Filed2026-04-28
DOW
-22.30%Dow Inc
Shares38.1K
Event2026-03-31
Filed2026-04-28
COST
1.49%Costco Wholesale Corp
Shares1.4K
Event2026-03-31
Filed2026-04-28
HD
-1.07%Home Depot Inc
Shares4.2K
Event2026-03-31
Filed2026-04-28
PG
-1.36%Procter & Gamble Co
Shares9.0K
Event2026-03-31
Filed2026-04-28
TSM
-0.05%Taiwan Semiconductr ADR
Shares3.6K
Event2026-03-31
Filed2026-04-28
VTI
-3.91%Vanguard Total Stock Market
Shares3.7K
Event2026-03-31
Filed2026-04-28
VYM
8.77%Vanguard High Dividend
Shares7.8K
Event2026-03-31
Filed2026-04-28
Broadcom Ltd
1.68%Broadcom Ltd
Shares3.7K
Event2026-03-31
Filed2026-04-28
LMT
3.42%Lockheed Martin Corp
Shares1.8K
Event2026-03-31
Filed2026-04-28
CSCO
0.04%Cisco Systems Inc
Shares13.5K
Event2026-03-31
Filed2026-04-28
MA
4.73%Mastercard Inc
Shares1.6K
Event2026-03-31
Filed2026-04-28
ABBV
-1.48%Abbvie Inc
Shares3.2K
Event2026-03-31
Filed2026-04-28
TSLA
0.11%Tesla Motors Inc
Shares1.8K
Event2026-03-31
Filed2026-04-28
CB
-1.21%Chubb Corporation
Shares2.0K
Event2026-03-31
Filed2026-04-28
MAR
0.00%Marriott International Inc
Shares2.0K
Event2026-03-31
Filed2026-04-28
EVLV
0.00%EVOLV TECHNOLOGIES HOLDINGS CL A ORD
Shares105.6K
Event2026-03-31
Filed2026-04-28
BCPC
0.00%Balchem Corp
Shares3.8K
Event2026-03-31
Filed2026-04-28
RDNT
14.74%RadNet Inc
Shares10.7K
Event2026-03-31
Filed2026-04-28
AXP
3.78%American Express Company
Shares1.9K
Event2026-03-31
Filed2026-04-28
Duke Energy Corporation
-2.30%Duke Energy Corporation
Shares4.2K
Event2026-03-31
Filed2026-04-28
Vanguard S&P 500 ETF
-0.11%Vanguard S&P 500 ETF
Shares908
Event2026-03-31
Filed2026-04-28
Merck & Co. Inc.
-2.74%Merck & Co. Inc.
Shares4.4K
Event2026-03-31
Filed2026-04-28
COP
627.89%Conocophillips
Shares4.0K
Event2026-03-31
Filed2026-04-28
CVX
0.12%Chevron Corp
Shares2.5K
Event2026-03-31
Filed2026-04-28
FTV
-0.47%Fortive Corporation
Shares8.9K
Event2026-03-31
Filed2026-04-28
VLTO
-0.93%VERALTO ORD WI
Shares5.4K
Event2026-03-31
Filed2026-04-28
NFLX
0.00%Netflix Inc
Shares4.7K
Event2026-03-31
Filed2026-04-28
Invesco S&P 500 Equal Weight ETF
34.92%Invesco S&P 500 Equal Weight ETF
Shares2.3K
Event2026-03-31
Filed2026-04-28
VZ
-1.44%Verizon Communications
Shares8.7K
Event2026-03-31
Filed2026-04-28
EFA
10.28%iShares MSCI EAFE Index
Shares4.3K
Event2026-03-31
Filed2026-04-28
SNA
0.00%Snap On Inc
Shares1.1K
Event2026-03-31
Filed2026-04-28
MCD
-2.62%Mc Donalds Corp
Shares1.3K
Event2026-03-31
Filed2026-04-28
PEP
-2.19%Pepsico Incorporated
Shares2.6K
Event2026-03-31
Filed2026-04-28
ABT
0.42%Abbott Laboratories
Shares3.9K
Event2026-03-31
Filed2026-04-28
COF
-3.32%Capital One Financial
Shares2.2K
Event2026-03-31
Filed2026-04-28
NSC
-1.20%Norfolk Southern Corp
Shares1.3K
Event2026-03-31
Filed2026-04-28
ASML
-1.03%Asml Holding N V New York Shs
Shares287
Event2026-03-31
Filed2026-04-28
SPYM
0.00%State Street SPDR Portfolio S&P 500 ETF
Shares4.8K
Event2026-03-31
Filed2026-04-28
BAC
4.13%Bank of America Corp
Shares7.5K
Event2026-03-31
Filed2026-04-28
ICF
-3.53%iShares Cohen & Steers REIT ETF
Shares5.7K
Event2026-03-31
Filed2026-04-28
IEFA
0.00%Ishares Core Msci Eafe
Shares3.8K
Event2026-03-31
Filed2026-04-28
NVS
0.00%Novartis AG ADR
Shares2.1K
Event2026-03-31
Filed2026-04-28
PANW
-6.01%Palo Alto Networks
Shares2.0K
Event2026-03-31
Filed2026-04-28
CSX
0.00%CSX Corp
Shares7.7K
Event2026-03-31
Filed2026-04-28
LGND
0.00%Ligand Pharm Inc Cl B
Shares1.6K
Event2026-03-31
Filed2026-04-28
DVY
157.23%iShares Select Dividend ETF
Shares2.0K
Event2026-03-31
Filed2026-04-28
AMAT
5.29%Applied Materials Inc
Shares895
Event2026-03-31
Filed2026-04-28
WEC Energy Group
0.00%WEC Energy Group
Shares2.6K
Event2026-03-31
Filed2026-04-28
SCHW
12.08%The Charles Schwab Corp
Shares3.1K
Event2026-03-31
Filed2026-04-28
Hubbell Inc
0.00%Hubbell Inc
Shares580
Event2026-03-31
Filed2026-04-28
NOC
0.00%Northrop Grumman Corp
Shares413
Event2026-03-31
Filed2026-04-28
CIEN
-12.50%Ciena Corp
Shares700
Event2026-03-31
Filed2026-04-28
ATO
0.00%Atmos Energy Corp
Shares1.5K
Event2026-03-31
Filed2026-04-28
XLK
0.00%Sector Spdr Tech Select
Shares2.0K
Event2026-03-31
Filed2026-04-28
TXN
0.08%Texas Instruments Inc
Shares1.3K
Event2026-03-31
Filed2026-04-28
Lam Research Corp
-5.00%Lam Research Corp
Shares1.2K
Event2026-03-31
Filed2026-04-28
PH
17.17%Parker Hannifin Corp
Shares273
Event2026-03-31
Filed2026-04-28
IVW
0.00%iShares Tr S&P 500/ Growth Index Fd
Shares2.2K
Event2026-03-31
Filed2026-04-28
WELL
16.92%Welltower Inc
Shares1.2K
Event2026-03-31
Filed2026-04-28
LOW
-3.77%Lowes Companies Inc
Shares1.0K
Event2026-03-31
Filed2026-04-28
BAC-PL
0.00%Bank Of America PDF Conv 7.25
Shares200
Event2026-03-31
Filed2026-04-28
XLU
-2.49%Sector Spdr Util Select
Shares5.1K
Event2026-03-31
Filed2026-04-28
ADI
13.69%Analog Devices Inc
Shares731
Event2026-03-31
Filed2026-04-28
QCOM
-2.77%Qualcomm Inc
Shares1.8K
Event2026-03-31
Filed2026-04-28
VTV
223.46%Vanguard Value
Shares1.2K
Event2026-03-31
Filed2026-04-28
UNH
-10.48%Unitedhealth Group Inc
Shares837
Event2026-03-31
Filed2026-04-28
Astrazeneca Plc Adr F Sponsored Adr
NewAstrazeneca Plc Adr F Sponsored Adr
Shares1.1K
Event2026-03-31
Filed2026-04-28
VBK
0.00%Vanguard Small Cap Grwth
Shares727
Event2026-03-31
Filed2026-04-28
Blackrock Inc
-6.22%Blackrock Inc
Shares226
Event2026-03-31
Filed2026-04-28
SOXX
0.00%iShares PHLX Semiconductor ETF
Shares645
Event2026-03-31
Filed2026-04-28
GILD
-6.83%Gilead Sciences Inc
Shares1.5K
Event2026-03-31
Filed2026-04-28
DIA
0.00%Diamonds Trust Series I
Shares442
Event2026-03-31
Filed2026-04-28
Invesco QQQ Trust
0.00%Invesco QQQ Trust
Shares353
Event2026-03-31
Filed2026-04-28
TMO
17.61%Thermo Fisher Scientific
Shares414
Event2026-03-31
Filed2026-04-28
BRNY
-24.72%Burney U.S. Factor Rotation ETF
Shares4.2K
Event2026-03-31
Filed2026-04-28
JCI
-7.31%Johnson Controls Inc
Shares1.5K
Event2026-03-31
Filed2026-04-28
AEE
0.00%Ameren Corporation
Shares1.8K
Event2026-03-31
Filed2026-04-28
AIVL
0.00%WisdomTree US Dividend ex-Financials ETF
Shares1.7K
Event2026-03-31
Filed2026-04-28
Citigroup
-4.24%Citigroup
Shares1.7K
Event2026-03-31
Filed2026-04-28
UNP
0.00%Union Pacific Corp Trades With
Shares782
Event2026-03-31
Filed2026-04-28
VGT
0.00%Vanguard Info Technology
Shares268
Event2026-03-31
Filed2026-04-28
SBUX
-14.63%Starbucks Corp
Shares2.1K
Event2026-03-31
Filed2026-04-28
D
0.17%Dominion Resources
Shares3.0K
Event2026-03-31
Filed2026-04-28
SCHX
-18.81%Schw US Lcap Etf
Shares7.2K
Event2026-03-31
Filed2026-04-28
QUAL
0.00%Ishars Edg Msci Usa Qlty
Shares950
Event2026-03-31
Filed2026-04-28
MS
-4.57%Morgan Stanley
Shares1.1K
Event2026-03-31
Filed2026-04-28
Seagate Technology
0.00%Seagate Technology
Shares440
Event2026-03-31
Filed2026-04-28
XLP
-5.58%Sector Spdr Tr Con Stpls
Shares2.1K
Event2026-03-31
Filed2026-04-28
XLV
-2.74%SPDR Health Care Select Sector ETF
Shares1.2K
Event2026-03-31
Filed2026-04-28
CMCSA
-9.28%Comcast Corp New Cl A
Shares6.0K
Event2026-03-31
Filed2026-04-28
IWM
-3.51%iShares Russell 2000 ETF
Shares687
Event2026-03-31
Filed2026-04-28
VHT
-5.19%Vanguard Health Care
Shares603
Event2026-03-31
Filed2026-04-28
ITOT
0.00%Ishares Total US Stock
Shares1.1K
Event2026-03-31
Filed2026-04-28
MSI
-12.41%Motorola Solutions Inc
Shares374
Event2026-03-31
Filed2026-04-28
BMY
-1.73%Bristol-Myers Squibb Co
Shares2.7K
Event2026-03-31
Filed2026-04-28
CVS
-5.47%CVS Corp
Shares2.2K
Event2026-03-31
Filed2026-04-28
MDLZ
-3.71%Mondelez International
Shares2.8K
Event2026-03-31
Filed2026-04-28
BKNG
-2.56%Booking Holdings Inc
Shares38
Event2026-03-31
Filed2026-04-28
VBR
0.00%Vanguard Small Cap Value
Shares732
Event2026-03-31
Filed2026-04-28
ISRG
-3.94%Intuitive Surgical
Shares341
Event2026-03-31
Filed2026-04-28
UBER
-1.60%Uber Technologies Inc
Shares2.2K
Event2026-03-31
Filed2026-04-28
FDL
NewFirst Trust Morningstar Div Leaders ETF
Shares3.0K
Event2026-03-31
Filed2026-04-28
Eaton Corporation
-6.10%Eaton Corporation
Shares431
Event2026-03-31
Filed2026-04-28
VRT
0.00%Vertiv Holdings Co
Shares613
Event2026-03-31
Filed2026-04-28
JLL
0.00%Jones Lang Lasalle Inc
Shares504
Event2026-03-31
Filed2026-04-28
TT
19.34%Ingersoll-Rand Company
Shares364
Event2026-03-31
Filed2026-04-28
INTC
-0.64%Intel Corp
Shares3.4K
Event2026-03-31
Filed2026-04-28
General Dynamics Corp
0.00%General Dynamics Corp
Shares431
Event2026-03-31
Filed2026-04-28
General Electric Company
15.08%General Electric Company
Shares519
Event2026-03-31
Filed2026-04-28
KLAC
28.21%K L A Tencor Corp
Shares100
Event2026-03-31
Filed2026-04-28
Cigna Corp
-9.52%Cigna Corp
Shares551
Event2026-03-31
Filed2026-04-28
TJX
-3.85%T J X Cos Inc
Shares899
Event2026-03-31
Filed2026-04-28
IHI
-4.81%iShares US Medical Devices ETF
Shares2.6K
Event2026-03-31
Filed2026-04-28
CME
1.74%Chicago Mercantile Exch
Shares469
Event2026-03-31
Filed2026-04-28
BK
53.33%Bank Of New York Mellon
Shares1.1K
Event2026-03-31
Filed2026-04-28
SPYG
0.00%Spdr S&P 500 Growth Etf
Shares1.4K
Event2026-03-31
Filed2026-04-28
MPC
0.00%Marathon Pete Corp
Shares544
Event2026-03-31
Filed2026-04-28
VNT
0.00%VONTIER ORD WI
Shares3.7K
Event2026-03-31
Filed2026-04-28
SPSM
0.00%SPDR Portfolio S&P 600 Sm Cap ETF
Shares2.7K
Event2026-03-31
Filed2026-04-28
SCHD
73.41%Schwab US Dividend
Shares4.2K
Event2026-03-31
Filed2026-04-28
DLR
-6.54%Digital Realty Trust Inc
Shares714
Event2026-03-31
Filed2026-04-28
FDX
0.00%Fedex Corporation
Shares351
Event2026-03-31
Filed2026-04-28
SO
194.99%The Southern Company
Shares1.3K
Event2026-03-31
Filed2026-04-28
IEV
0.00%iShares Europe ETF
Shares1.8K
Event2026-03-31
Filed2026-04-28
RAL
-0.48%Ralston Purina Group
Shares2.9K
Event2026-03-31
Filed2026-04-28
NKE
-2.88%Nike Inc Class B
Shares2.3K
Event2026-03-31
Filed2026-04-28
SCHM
0.00%Charles Schwab US Mid Cap
Shares3.9K
Event2026-03-31
Filed2026-04-28
GIB
0.00%CGI Inc F
Shares1.6K
Event2026-03-31
Filed2026-04-28
AMD
100.00%Advanced Micro Devices
Shares570
Event2026-03-31
Filed2026-04-28
VONG
0.00%Vanguard Russell 1000 Growth ETF
Shares1.1K
Event2026-03-31
Filed2026-04-28
JBHT
0.00%J B Hunt Transport
Shares532
Event2026-03-31
Filed2026-04-28
IDXX
0.00%Idexx Labs Inc
Shares200
Event2026-03-31
Filed2026-04-28
VEA
-12.74%Vanguard Europe Pac Etf
Shares1.8K
Event2026-03-31
Filed2026-04-28
iShares Gold Trust
0.00%iShares Gold Trust
Shares1.3K
Event2026-03-31
Filed2026-04-28
PM
5.97%Philip Morris Intl Inc
Shares674
Event2026-03-31
Filed2026-04-28
EMR
0.00%Emerson Electric Co
Shares846
Event2026-03-31
Filed2026-04-28
ITW
0.00%Illinois Tool Works Inc
Shares421
Event2026-03-31
Filed2026-04-28
PRU
0.00%Prudential Financial Inc
Shares1.1K
Event2026-03-31
Filed2026-04-28
VIG
-4.70%Vanguard Dividend
Shares507
Event2026-03-31
Filed2026-04-28
CRM
-4.90%Salesforce Com
Shares582
Event2026-03-31
Filed2026-04-28
VB
0.00%Vanguard Small Cap Etf
Shares407
Event2026-03-31
Filed2026-04-28
ORLY
-7.45%O Reilly Automotive
Shares1.2K
Event2026-03-31
Filed2026-04-28
DELL
-2.12%Dell Inc
Shares646
Event2026-03-31
Filed2026-04-28
LITE
-50.00%Lumentum Holdings In
Shares150
Event2026-03-31
Filed2026-04-28
IGSB
0.00%iShares Short Term Corporate Bond
Shares2.0K
Event2026-03-31
Filed2026-04-28
NDAQ
77.63%Nasdaq Stock Market Inc
Shares1.2K
Event2026-03-31
Filed2026-04-28
VOE
0.18%Vanguard Mid Cap Value
Shares545
Event2026-03-31
Filed2026-04-28
RCL
0.00%Royal Caribbean Cruises
Shares364
Event2026-03-31
Filed2026-04-28
HON
69.62%Honeywell International
Shares441
Event2026-03-31
Filed2026-04-28
DHS
0.00%WisdomTree US High Dividend ETF
Shares912
Event2026-03-31
Filed2026-04-28
PSX
-23.71%Phillips 66
Shares531
Event2026-03-31
Filed2026-04-28
SPMD
0.00%SPDR Mid Cap ETF
Shares1.6K
Event2026-03-31
Filed2026-04-28
PTH
0.00%Invesco Dorsey Wright Healthcare MomtETF
Shares2.0K
Event2026-03-31
Filed2026-04-28
HPE
0.05%Hewlett Packard Enterprise
Shares4.0K
Event2026-03-31
Filed2026-04-28
IYR
0.00%iShares U.S. Real Estate ETF
Shares1.0K
Event2026-03-31
Filed2026-04-28
XLY
0.00%Spdr Fund Consumer
Shares870
Event2026-03-31
Filed2026-04-28
AMT
-1.98%Amern Tower Corp Class A
Shares544
Event2026-03-31
Filed2026-04-28
Arista Networks Inc
0.00%Arista Networks Inc
Shares762
Event2026-03-31
Filed2026-04-28
GVI
0.00%iShares Barclays Interm Gov/Credit Bond Index
Shares877
Event2026-03-31
Filed2026-04-28
MCHP
0.00%Microchip Technology
Shares1.4K
Event2026-03-31
Filed2026-04-28
USRT
0.00%iShares Core US REIT ETF
Shares1.6K
Event2026-03-31
Filed2026-04-28
GEV
-17.97%Ge Vernova Llc Com
Shares105
Event2026-03-31
Filed2026-04-28
ADSK
0.00%Autodesk Inc
Shares378
Event2026-03-31
Filed2026-04-28
VLO
0.00%Valero Energy Corp New
Shares365
Event2026-03-31
Filed2026-04-28
ECL
59.24%Ecolab Inc
Shares336
Event2026-03-31
Filed2026-04-28
BR
-11.43%Broadridge Financial Solutions
Shares550
Event2026-03-31
Filed2026-04-28
TMUS
-10.57%T-Mobile US Inc
Shares423
Event2026-03-31
Filed2026-04-28
RWR
0.00%SPDR Dow Jones REIT ETF
Shares850
Event2026-03-31
Filed2026-04-28
VLUE
0.00%iShares MSCI USA Value Factor ETF
Shares594
Event2026-03-31
Filed2026-04-28
SLB
291.97%Schlumberger Ltd.
Shares1.6K
Event2026-03-31
Filed2026-04-28
FLQM
0.00%Franklin US Mid Cap Mltfctr Idx ETF
Shares1.5K
Event2026-03-31
Filed2026-04-28
TIP
-4.52%iShares TIPS Bond ETF
Shares740
Event2026-03-31
Filed2026-04-28
PRK
0.00%Park National Corp
Shares498
Event2026-03-31
Filed2026-04-28
FIVE
0.00%Five Below
Shares350
Event2026-03-31
Filed2026-04-28
FXH
0.00%First Trust Health Care AlphaDEX ETF
Shares728
Event2026-03-31
Filed2026-04-28
SAP
-4.71%Sap Sponsored
Shares465
Event2026-03-31
Filed2026-04-28
MTUM
0.00%iShares Edge MSCI USA
Shares331
Event2026-03-31
Filed2026-04-28
XLE
0.00%Sector SPDR Energy
Shares1.3K
Event2026-03-31
Filed2026-04-28
DON
0.00%Wisdomtree US Midcap
Shares1.5K
Event2026-03-31
Filed2026-04-28
RSPT
0.00%Invesco S&P 500 Equal Weight Tech ETF
Shares1.7K
Event2026-03-31
Filed2026-04-28
Federal Realty REIT
0.00%Federal Realty REIT
Shares732
Event2026-03-31
Filed2026-04-28
CTRA
0.00%Coterra Energy Inc
Shares2.2K
Event2026-03-31
Filed2026-04-28
NOW
-6.41%Service Now Inc
Shares730
Event2026-03-31
Filed2026-04-28
J
60.59%Jacobs Engineering Group Inc
Shares599
Event2026-03-31
Filed2026-04-28
A
0.00%Agilent Technologies Inc
Shares667
Event2026-03-31
Filed2026-04-28
NWBI
NewNorthwest Bancshares Inc
Shares6.0K
Event2026-03-31
Filed2026-04-28
MSTR
1160.42%Microstrategy Inc Cl A Class A
Shares605
Event2026-03-31
Filed2026-04-28
VRTX
0.00%Vertex Pharmaceuticals
Shares167
Event2026-03-31
Filed2026-04-28
MET
-2.77%Metlife Inc
Shares1.1K
Event2026-03-31
Filed2026-04-28
SDY
0.00%SPDR S&P Dividend ETF
Shares507
Event2026-03-31
Filed2026-04-28
APD
0.00%Air Prod & Chemicals Inc
Shares254
Event2026-03-31
Filed2026-04-28
Blackstone Inc
39.43%Blackstone Inc
Shares633
Event2026-03-31
Filed2026-04-28
YOU
0.00%CLEAR SECURE CL A ORD
Shares1.5K
Event2026-03-31
Filed2026-04-28
LSCC
0.00%Lattice Semiconductor Corp
Shares775
Event2026-03-31
Filed2026-04-28
UHS
-20.79%Universal Health Services Inc
Shares400
Event2026-03-31
Filed2026-04-28
GLW
2.53%Corning Inc
Shares526
Event2026-03-31
Filed2026-04-28
CEG
55.15%Constellation Energy Co
Shares256
Event2026-03-31
Filed2026-04-28
EXC
23.40%Exelon Corporation
Shares1.4K
Event2026-03-31
Filed2026-04-28
FVD
218.24%First Tr Valu Line Divid
Shares1.5K
Event2026-03-31
Filed2026-04-28
LH
-10.38%Lab Cp Of Amer Hldg New
Shares259
Event2026-03-31
Filed2026-04-28
VO
0.00%Vanguard MidCap ETF
Shares237
Event2026-03-31
Filed2026-04-28
ORI
0.00%Old Republic Intl Corp
Shares1.7K
Event2026-03-31
Filed2026-04-28
KR
0.00%Kroger Company
Shares920
Event2026-03-31
Filed2026-04-28
VNQ
0.00%Vanguard REIT
Shares748
Event2026-03-31
Filed2026-04-28
IWB
0.00%Ishares Tr Russell
Shares186
Event2026-03-31
Filed2026-04-28
PHM
0.00%Pultegroup Inc
Shares563
Event2026-03-31
Filed2026-04-28
ITA
-8.26%iShares Aero & Def Indx
Shares300
Event2026-03-31
Filed2026-04-28
EPD
258.26%Enterprise Prd Prtnrs Lp
Shares1.7K
Event2026-03-31
Filed2026-04-28
PowerShares FTSE RAFI US 1000
8.61%PowerShares FTSE RAFI US 1000
Shares1.4K
Event2026-03-31
Filed2026-04-28
MMM
-3.74%3M Company
Shares438
Event2026-03-31
Filed2026-04-28
HSY
0.00%Hershey Foods Corp
Shares305
Event2026-03-31
Filed2026-04-28
XEL
-20.44%Xcel Energy Inc
Shares798
Event2026-03-31
Filed2026-04-28
SCHI
-13.59%Schwab 5-10 Year Corp Bd ETF
Shares2.8K
Event2026-03-31
Filed2026-04-28
EA
0.00%Electronic Arts Inc
Shares307
Event2026-03-31
Filed2026-04-28
Hewlett-Packard Company
0.06%Hewlett-Packard Company
Shares3.2K
Event2026-03-31
Filed2026-04-28
TE Connectivity
0.00%TE Connectivity
Shares297
Event2026-03-31
Filed2026-04-28
CL
0.00%Colgate-Palmolive Co
Shares727
Event2026-03-31
Filed2026-04-28
PGR
-9.50%Progressive Corp Ohio
Shares305
Event2026-03-31
Filed2026-04-28
IQV
0.00%Iqvia Hldgs Inc
Shares350
Event2026-03-31
Filed2026-04-28
BDX
0.00%Becton Dickinson & Co
Shares379
Event2026-03-31
Filed2026-04-28
TGT
-9.58%Target Corporation
Shares491
Event2026-03-31
Filed2026-04-28
IVE
0.00%iShares S&P 500 Value ETF
Shares276
Event2026-03-31
Filed2026-04-28
GM
-10.58%General Motors Corp
Shares769
Event2026-03-31
Filed2026-04-28
PEG
55.56%Pub Svc Enterprise Group
Shares700
Event2026-03-31
Filed2026-04-28
WMB
636.54%Williams Companies
Shares766
Event2026-03-31
Filed2026-04-28
COWZ
0.00%Pacer US Cash Cows 100 ETF
Shares889
Event2026-03-31
Filed2026-04-28
LHX
0.00%L3harris Technologies In
Shares161
Event2026-03-31
Filed2026-04-28
KMB
-5.80%Kimberly-Clark Corp
Shares568
Event2026-03-31
Filed2026-04-28
AEP
0.00%Amer Electric Pwr Co Inc
Shares416
Event2026-03-31
Filed2026-04-28
SPGI
-13.51%S&Pglobal Inc Com
Shares128
Event2026-03-31
Filed2026-04-28
ICE
0.00%Intercontinental Exc
Shares345
Event2026-03-31
Filed2026-04-28
LNT
0.00%Alliant Energy Corp
Shares752
Event2026-03-31
Filed2026-04-28
AXON
0.00%Axon Enterprise Inc
Shares127
Event2026-03-31
Filed2026-04-28
JGRO
0.00%JPMorgan Active Growth ETF
Shares630
Event2026-03-31
Filed2026-04-28
AFG
0.00%Amern Financial Gp
Shares414
Event2026-03-31
Filed2026-04-28
CHD
0.00%Church & Dwight Co
Shares557
Event2026-03-31
Filed2026-04-28
AIRR
105.70%First Trust RBA Amer Indl RenaisTM ETF
Shares469
Event2026-03-31
Filed2026-04-28
VOT
0.00%Vanguard Mid-Cap Growth ETF
Shares200
Event2026-03-31
Filed2026-04-28
PAYX
0.00%Paychex Inc
Shares555
Event2026-03-31
Filed2026-04-28
FNDX
-49.68%Schwab Fundamental US
Shares1.8K
Event2026-03-31
Filed2026-04-28
SPG
0.00%Simon Debartolo Group Reit
Shares266
Event2026-03-31
Filed2026-04-28
GNRC
0.00%Generac Holdings Inc
Shares250
Event2026-03-31
Filed2026-04-28
ROK
0.00%Rockwell Automation Inc
Shares135
Event2026-03-31
Filed2026-04-28
GLD
0.00%SPDR Gold Trust
Shares112
Event2026-03-31
Filed2026-04-28
IT
-7.03%Gartner Inc
Shares304
Event2026-03-31
Filed2026-04-28
DGX
0.00%Quest Diagnostic Inc
Shares245
Event2026-03-31
Filed2026-04-28
FNDF
-40.82%Schwab Fundamental Inl
Shares980
Event2026-03-31
Filed2026-04-28
IWF
0.00%Ishares Tr Russell
Shares112
Event2026-03-31
Filed2026-04-28
USMV
0.39%Ishares Edge Msci Min
Shares514
Event2026-03-31
Filed2026-04-28
WSO
-9.09%Watsco Inc
Shares130
Event2026-03-31
Filed2026-04-28
IEMG
0.00%Ishares Core Msci
Shares674
Event2026-03-31
Filed2026-04-28
DFAI
0.00%Dimensional International Cr Eq Mkt ETF
Shares1.2K
Event2026-03-31
Filed2026-04-28
OKE
0.00%Oneok Inc
Shares516
Event2026-03-31
Filed2026-04-28
VYMI
0.00%Vanguard Intl Hi Div Yld Idx ETF
Shares492
Event2026-03-31
Filed2026-04-28
VXF
0.00%Vanguard Extended Mkt
Shares222
Event2026-03-31
Filed2026-04-28
SPYV
0.00%SPDR Portfolio S&P 500 Value ETF
Shares796
Event2026-03-31
Filed2026-04-28
SCHA
-36.28%Schwab US Small Cap Etf
Shares1.5K
Event2026-03-31
Filed2026-04-28
AVSC
0.00%Avantis US Small Cap Equity ETF
Shares705
Event2026-03-31
Filed2026-04-28
Sirius XM Hldgs Inc
0.00%Sirius XM Hldgs Inc
Shares1.9K
Event2026-03-31
Filed2026-04-28
ALL
0.00%Allstate Corporation
Shares208
Event2026-03-31
Filed2026-04-28
CTSH
-7.65%Cognizant Tech Sol Cl A
Shares700
Event2026-03-31
Filed2026-04-28
FTEC
10.75%Fidelity MSCI Information Tech ETF
Shares206
Event2026-03-31
Filed2026-04-28
YUM
5.38%YUM! Brands Inc
Shares274
Event2026-03-31
Filed2026-04-28
FAST
0.00%Fastenal Company
Shares912
Event2026-03-31
Filed2026-04-28
WM
0.00%Waste Management Inc
Shares184
Event2026-03-31
Filed2026-04-28
AJG
-27.27%Arthur J Gallagher & Co
Shares192
Event2026-03-31
Filed2026-04-28
HWM
126.58%Howmet Aerospace Ord
Shares179
Event2026-03-31
Filed2026-04-28
VTWO
0.00%Vanguard Russell 2000 ETF
Shares410
Event2026-03-31
Filed2026-04-28
WAB
-23.72%Wabtec
Shares164
Event2026-03-31
Filed2026-04-28
DVN
6666.67%Devon Energy Corp New
Shares812
Event2026-03-31
Filed2026-04-28
SUN
0.00%Sunoco Inc
Shares626
Event2026-03-31
Filed2026-04-28
MTG
0.00%M G I C Investment Corp
Shares1.5K
Event2026-03-31
Filed2026-04-28
CLX
0.00%Clorox Company
Shares374
Event2026-03-31
Filed2026-04-28
Viper Energy Inc
0.00%Viper Energy Inc
Shares808
Event2026-03-31
Filed2026-04-28
FCX
0.00%Freeport-McMoRan
Shares643
Event2026-03-31
Filed2026-04-28
PYPL
0.00%Paypal Holdings Inco
Shares835
Event2026-03-31
Filed2026-04-28
ENB
99.71%Enbridge Inc Com
Shares691
Event2026-03-31
Filed2026-04-28
RJF
760.00%Raymond James Financial Inc
Shares258
Event2026-03-31
Filed2026-04-28
EGP
0.00%Eastgroup Properties
Shares200
Event2026-03-31
Filed2026-04-28
USB
-19.70%U S Bancorp Del New
Shares705
Event2026-03-31
Filed2026-04-28
IBIT
58.33%iShares Bitcoin Trust ETF
Shares950
Event2026-03-31
Filed2026-04-28
APG
0.00%API Group Corp COM USD0.0001
Shares900
Event2026-03-31
Filed2026-04-28
CIBR
-31.07%First Trust NASDAQ Cybersecurity ETF
Shares579
Event2026-03-31
Filed2026-04-28
ALGN
0.00%Align Technology Inc
Shares210
Event2026-03-31
Filed2026-04-28
DES
0.00%Wisdomtree Smallcap
Shares1.0K
Event2026-03-31
Filed2026-04-28
INTU
-27.83%Intuit Inc
Shares83
Event2026-03-31
Filed2026-04-28
VV
0.00%Vanguard Large Cap Etf
Shares118
Event2026-03-31
Filed2026-04-28
RACE
-19.53%Ferrari NV
Shares103
Event2026-03-31
Filed2026-04-28
CNI
-2.62%Canadian National Railway
Shares335
Event2026-03-31
Filed2026-04-28
SHW
-13.82%Sherwin-Williams Co
Shares106
Event2026-03-31
Filed2026-04-28
REG
0.00%Regency Centers Corp
Shares449
Event2026-03-31
Filed2026-04-28
CTAS
308.16%Cintas Corp
Shares200
Event2026-03-31
Filed2026-04-28
QSR
0.00%Restaurant Brands Intl
Shares450
Event2026-03-31
Filed2026-04-28
SCI
0.00%Service Corp International
Shares402
Event2026-03-31
Filed2026-04-28
MU
0.00%Micron Technology Inc
Shares98
Event2026-03-31
Filed2026-04-28
DDOG
-13.89%Datadog Inc
Shares279
Event2026-03-31
Filed2026-04-28
SHEL
-46.07%SHELL ADR EACH REP 2 ORD
Shares350
Event2026-03-31
Filed2026-04-28
PPL
0.00%PPL Corp
Shares845
Event2026-03-31
Filed2026-04-28
TFC
0.00%Truist Finl Corp Com
Shares695
Event2026-03-31
Filed2026-04-28
Medtronic Inc
0.00%Medtronic Inc
Shares368
Event2026-03-31
Filed2026-04-28
VIOO
0.00%Vanguard S&P Small-Cap 600 ETF
Shares277
Event2026-03-31
Filed2026-04-28
MAIN
0.00%Main Street Capital
Shares600
Event2026-03-31
Filed2026-04-28
CVNA
-11.50%Carvana Co
Shares100
Event2026-03-31
Filed2026-04-28
RKT
0.00%Rocket Cos Inc-Class A
Shares2.2K
Event2026-03-31
Filed2026-04-28
SCHK
0.00%Schwab 1000 ETF
Shares1.0K
Event2026-03-31
Filed2026-04-28
Pwrshs Ftse Rafi US
-47.33%Pwrshs Ftse Rafi US
Shares680
Event2026-03-31
Filed2026-04-28
TRMB
-8.30%Trimble Navigation Ltd
Shares475
Event2026-03-31
Filed2026-04-28
DFEV
0.00%Dimensional Emerging Markets Value ETF
Shares862
Event2026-03-31
Filed2026-04-28
AVY
0.00%Avery Dennison Corp
Shares176
Event2026-03-31
Filed2026-04-28
IGRO
0.00%iShares International Dividend Gr ETF
Shares353
Event2026-03-31
Filed2026-04-28
EW
0.00%Edwards Lifesciences Cp
Shares368
Event2026-03-31
Filed2026-04-28
CNQ
-19.14%Canadian Natural Resources Ltd
Shares600
Event2026-03-31
Filed2026-04-28
MNST
0.00%Monster Beverage Cor
Shares400
Event2026-03-31
Filed2026-04-28
ROST
-25.70%Ross Stores Inc
Shares133
Event2026-03-31
Filed2026-04-28
Apollo Global Management Inc
484.09%Apollo Global Management Inc
Shares257
Event2026-03-31
Filed2026-04-28
NTES
0.00%Netease.Com Inc Adr
Shares250
Event2026-03-31
Filed2026-04-28
EBAY
0.00%Ebay Inc
Shares305
Event2026-03-31
Filed2026-04-28
CBOE
0.00%Cboe Global Markets Inc
Shares95
Event2026-03-31
Filed2026-04-28
FTNT
0.00%Fortinet Inc
Shares326
Event2026-03-31
Filed2026-04-28
ICVT
0.00%iShares Convertible Bond ETF
Shares255
Event2026-03-31
Filed2026-04-28
MELI
0.00%Mercadolibre, Inc.
Shares15
Event2026-03-31
Filed2026-04-28
MEDP
0.00%Medpace Hldgs Inccom
Shares54
Event2026-03-31
Filed2026-04-28
PPG
0.00%P P G Industries Inc
Shares238
Event2026-03-31
Filed2026-04-28
XLC
0.00%Communication Services Sel Sect SPDR ETF
Shares227
Event2026-03-31
Filed2026-04-28
WYNN
0.00%Wynn Resorts
Shares245
Event2026-03-31
Filed2026-04-28
Cortex Pharm New
0.00%Cortex Pharm New
Shares79
Event2026-03-31
Filed2026-04-28
VFH
0.00%Vanguard Financials Etf
Shares205
Event2026-03-31
Filed2026-04-28
TRGP
0.00%Targa Resources Corp
Shares98
Event2026-03-31
Filed2026-04-28
HACK
0.00%Purefunds ISE Cyber Security ETF
Shares325
Event2026-03-31
Filed2026-04-28
WH
0.00%Wyndham Hotels and Resorts
Shares300
Event2026-03-31
Filed2026-04-28
KMX
0.00%Carmax Inc
Shares584
Event2026-03-31
Filed2026-04-28
CHTR
0.00%Charter Communications
Shares110
Event2026-03-31
Filed2026-04-28
IYH
0.00%iShares U.S. Healthcare ETF
Shares385
Event2026-03-31
Filed2026-04-28
CMI
0.00%Cummins Inc
Shares44
Event2026-03-31
Filed2026-04-28
ADM
0.00%Archer Daniels Midland Co
Shares325
Event2026-03-31
Filed2026-04-28
O
4.32%Realty Income Corp
Shares386
Event2026-03-31
Filed2026-04-28
MKC
0.00%McCormick & Co
Shares465
Event2026-03-31
Filed2026-04-28
COKE
0.00%Coca Cola Bottlg Co Cons
Shares120
Event2026-03-31
Filed2026-04-28
ULTA
-16.98%Ulta Beauty Inc
Shares44
Event2026-03-31
Filed2026-04-28
XBI
0.00%SPDR S&P Biotech ETF
Shares180
Event2026-03-31
Filed2026-04-28
HDEF
0.14%Xtrackers MSCI EAFE High Div Yld Eq ETF
Shares709
Event2026-03-31
Filed2026-04-28
IR
-19.54%Ingersoll-Rand plc
Shares280
Event2026-03-31
Filed2026-04-28
FE
0.00%Firstenergy Corp
Shares442
Event2026-03-31
Filed2026-04-28
SNY
0.00%Sanofi-Aventis Sponsored Adr
Shares464
Event2026-03-31
Filed2026-04-28
WAT
150.00%Waters Corp
Shares75
Event2026-03-31
Filed2026-04-28
Ferguson PLC
-18.80%Ferguson PLC
Shares95
Event2026-03-31
Filed2026-04-28
IONS
-22.37%Ionis Pharmaceuticals Inc
Shares295
Event2026-03-31
Filed2026-04-28
Steris Corp
0.00%Steris Corp
Shares100
Event2026-03-31
Filed2026-04-28
NDSN
0.00%Nordson Corp
Shares83
Event2026-03-31
Filed2026-04-28
UYG
0.00%ProShares Ultra Financials
Shares300
Event2026-03-31
Filed2026-04-28
AAL
0.00%American Airlines Group Inc
Shares2.0K
Event2026-03-31
Filed2026-04-28
DFIC
-18.82%DIMENSIONAL INTERN CORE EQUITY 2 ETF
Shares617
Event2026-03-31
Filed2026-04-28
TREX
0.00%Trex Co Inc
Shares600
Event2026-03-31
Filed2026-04-28
DHI
0.00%D.R. Horton Inc
Shares159
Event2026-03-31
Filed2026-04-28
XLF
0.00%Sector SPDR Fincl Select
Shares439
Event2026-03-31
Filed2026-04-28
THG
0.00%Hanover Insurance
Shares125
Event2026-03-31
Filed2026-04-28
IJS
0.00%iShares S&P Small-Cap 600 Value ETF
Shares180
Event2026-03-31
Filed2026-04-28
CC
0.00%Chemours Company
Shares963
Event2026-03-31
Filed2026-04-28
TNL
0.00%TRAVEL LEISURE ORD
Shares300
Event2026-03-31
Filed2026-04-28
SONY
83.82%Sony Group Corp
Shares1.0K
Event2026-03-31
Filed2026-04-28
GPC
-6.31%Genuine Parts Co
Shares193
Event2026-03-31
Filed2026-04-28
EPAM
0.00%EPAM Systems Inc
Shares150
Event2026-03-31
Filed2026-04-28
RMBS
0.00%Rambus Inc Del
Shares236
Event2026-03-31
Filed2026-04-28
ALSN
0.00%Allison Transmission Holdings Inc
Shares172
Event2026-03-31
Filed2026-04-28
FBCG
NewFidelity Blue Chip Growth ETF
Shares400
Event2026-03-31
Filed2026-04-28
FNDA
0.00%Schwab Fundamental US
Shares612
Event2026-03-31
Filed2026-04-28
URI
-48.08%United Rentals Inc
Shares27
Event2026-03-31
Filed2026-04-28
SCHB
0.00%Schw US Brd Mkt Etf
Shares782
Event2026-03-31
Filed2026-04-28
NVO
0.00%Novo-Nordisk A-S Adr
Shares534
Event2026-03-31
Filed2026-04-28
APH
0.00%Amphenol Corp Cl A
Shares155
Event2026-03-31
Filed2026-04-28
ALB
0.00%Albemarle Corp
Shares108
Event2026-03-31
Filed2026-04-28
TDY
0.00%Teledyne Technologies
Shares32
Event2026-03-31
Filed2026-04-28
CMG
-20.00%Chipotle Mexican Grill
Shares600
Event2026-03-31
Filed2026-04-28
IMAX
0.00%Imax Corp
Shares500
Event2026-03-31
Filed2026-04-28
IWO
0.00%iShares Russell 2000 Growth
Shares59
Event2026-03-31
Filed2026-04-28
MDY
0.00%SPDR S&P Mid Cap 400 ETF
Shares30
Event2026-03-31
Filed2026-04-28
ATEN
0.00%A10 Networks Inc
Shares800
Event2026-03-31
Filed2026-04-28
AVAV
-13.04%AeroVironment Inc
Shares100
Event2026-03-31
Filed2026-04-28
EPI
0.00%Wisdomtree India
Shares448
Event2026-03-31
Filed2026-04-28
PAYC
0.00%Paycom Software Inc
Shares150
Event2026-03-31
Filed2026-04-28
TXRH
0.00%Texas Roadhouse Inc
Shares108
Event2026-03-31
Filed2026-04-28
BUD
0.00%Anheuser Busch Co, Inc.
Shares255
Event2026-03-31
Filed2026-04-28
VDE
0.00%Vanguard Energy Etf
Shares100
Event2026-03-31
Filed2026-04-28
DOV
0.00%Dover Corporation
Shares83
Event2026-03-31
Filed2026-04-28
ELAN
0.00%ELANCO ANIMAL HEALTH INC
Shares717
Event2026-03-31
Filed2026-04-28
TPL
0.00%Texas Pacific Land Corp
Shares36
Event2026-03-31
Filed2026-04-28
DIOD
0.00%Diodes Incorporated
Shares250
Event2026-03-31
Filed2026-04-28
AIQ
0.00%Global X Artfcl Intlgc & Tech ETF
Shares358
Event2026-03-31
Filed2026-04-28
CAH
-24.04%Cardinal Health Inc
Shares79
Event2026-03-31
Filed2026-04-28
TNET
-25.00%Trinet Group Inc
Shares450
Event2026-03-31
Filed2026-04-28
PNR
-27.41%Pentair Inc
Shares188
Event2026-03-31
Filed2026-04-28
MO
0.00%Altria Group Inc
Shares248
Event2026-03-31
Filed2026-04-28
Marvell Tech Group Ltd
0.00%Marvell Tech Group Ltd
Shares164
Event2026-03-31
Filed2026-04-28
GPI
0.00%Group 1 Automotive Inc
Shares49
Event2026-03-31
Filed2026-04-28
GenOn Energy Inc
-26.56%GenOn Energy Inc
Shares860
Event2026-03-31
Filed2026-04-28
CAVA
0.00%CAVA GROUP ORD
Shares200
Event2026-03-31
Filed2026-04-28
PWR
0.00%Quanta Services Inc
Shares29
Event2026-03-31
Filed2026-04-28
BPOP
-31.40%Popular Inc
Shares118
Event2026-03-31
Filed2026-04-28
DAL
0.00%Delta Air Lines Inc
Shares236
Event2026-03-31
Filed2026-04-28
PKG
0.00%Packaging Corp Of Amer
Shares73
Event2026-03-31
Filed2026-04-28
MGEE
0.00%MGE Energy Inc
Shares200
Event2026-03-31
Filed2026-04-28
IWD
0.00%iShares Russell 1000 Value ETF
Shares72
Event2026-03-31
Filed2026-04-28
FNDE
-67.16%Schwab Funda Emg Mkts
Shares400
Event2026-03-31
Filed2026-04-28
HR
0.00%Healthcare Realty Trust
Shares900
Event2026-03-31
Filed2026-04-28
WLY
0.00%John Wiley & Sons Inc
Shares400
Event2026-03-31
Filed2026-04-28
ARM
0.00%ARM Holdings PLC
Shares100
Event2026-03-31
Filed2026-04-28
VIGI
0.00%Vanguard Intl Div Apprec ETF
Shares170
Event2026-03-31
Filed2026-04-28
ST
0.00%Sensata Tech
Shares425
Event2026-03-31
Filed2026-04-28
DB
0.00%Deutsche Bank New Ord F Registered Shar
Shares500
Event2026-03-31
Filed2026-04-28
BIIB
2.53%Biogen Idec Inc
Shares81
Event2026-03-31
Filed2026-04-28
GlaxoSmithKline Plc ADR
-51.62%GlaxoSmithKline Plc ADR
Shares269
Event2026-03-31
Filed2026-04-28
SMFG
0.00%Sumitomo Mitsu Finl
Shares750
Event2026-03-31
Filed2026-04-28
TSCO
0.00%Tractor Supply Co
Shares325
Event2026-03-31
Filed2026-04-28
VAC
0.00%Marriott Vacations Worldwide Corp
Shares220
Event2026-03-31
Filed2026-04-28
FNF
0.00%Fidelity Natl Finl Inc
Shares300
Event2026-03-31
Filed2026-04-28
PAVE
0.00%Global X US Infra
Shares273
Event2026-03-31
Filed2026-04-28
SCHF
-7.45%Schw Intl Eq Etf
Shares559
Event2026-03-31
Filed2026-04-28
ES
0.00%Eversource Energy
Shares199
Event2026-03-31
Filed2026-04-28
PNC
-50.00%P N C Bank Corp
Shares66
Event2026-03-31
Filed2026-04-28
SMR
0.00%NuScale Power Corp Class A
Shares1.3K
Event2026-03-31
Filed2026-04-28
WSM
0.00%Williams Sonoma
Shares74
Event2026-03-31
Filed2026-04-28
PFG
0.00%Principal Financial Grp
Shares149
Event2026-03-31
Filed2026-04-28
TXT
0.00%Textron Incorporated
Shares152
Event2026-03-31
Filed2026-04-28
SLV
0.00%iShares Silver TRUST
Shares193
Event2026-03-31
Filed2026-04-28
IBKR
0.00%Interactive Brokers Group Inc
Shares196
Event2026-03-31
Filed2026-04-28
SDVY
NewFirst Trust SMID Cap Rising Dividend Achievers ETF
Shares329
Event2026-03-31
Filed2026-04-28
MLM
-33.33%Martin Marietta Matr
Shares22
Event2026-03-31
Filed2026-04-28
FNCL
0.00%Fidelity MSCI Financials ETF
Shares184
Event2026-03-31
Filed2026-04-28
RDVY
NewFirst Trust Rising Dividend Achiev ETF
Shares189
Event2026-03-31
Filed2026-04-28
FLR
0.00%Fluor Corporation New
Shares275
Event2026-03-31
Filed2026-04-28
PNW
0.00%Pinnacle West Capital Cp
Shares125
Event2026-03-31
Filed2026-04-28
Alps TRUST Etf
0.00%Alps TRUST Etf
Shares238
Event2026-03-31
Filed2026-04-28
KNF
0.00%Knife River Holding Co
Shares150
Event2026-03-31
Filed2026-04-28
DLB
0.00%Dolby Laboratories Inc
Shares202
Event2026-03-31
Filed2026-04-28
LEA
0.00%Lear Corp
Shares100
Event2026-03-31
Filed2026-04-28
OABI
0.00%OmniAb Inc
Shares7.7K
Event2026-03-31
Filed2026-04-28
GMAY
NewFT Vest U.S. Eq Mod Buffr ETF - May
Shares292
Event2026-03-31
Filed2026-04-28
SLYV
0.80%SPDR S&P 600 Small Cap
Shares126
Event2026-03-31
Filed2026-04-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available