Sponsored

The Analysis of Sterling Wealth Management, Inc.'s Holdings & P&L

Currently, Sterling Wealth Management, Inc. holds 112 types of securities in its portfolio with a total value $364.3M. In the most recent quarter, they have increased their positions in DFCF (+53.2K shares, valued at $2.2M), DFSD (+39.0K shares, valued at $1.9M), DUHP (+34.6K shares, valued at $1.3M); decreased their positions in NVDA (-4.2K shares, valued at $738.2K), CSCO (-4.7K shares, valued at $364.7K), N/A (-350 shares, valued at $167.7K); initiated new positions in DFGP (+15.3K shares, valued at $823.7K), DGCB (+15.2K shares, valued at $823.5K), SCYB (+31.5K shares, valued at $818.6K).

1M P&L

+9.1M+2.55%

3M P&L

-1.2M-0.32%

HY P&L

+25.6M+7.48%

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/A301.0M

88.7%

2Restaurants4.2M

1.2%

3Drug Manufacturers - General3.3M

1.0%

Top Industries by Stock Count

1N/A50 stocks

50.0%

2Drug Manufacturers - General5 stocks

5.0%

3Specialty Industrial Machinery3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS120.7K shares2.20%2026-03-312026-05-14

DFCF DIMENSIONAL ETF TRUST603.5K shares9.67%2026-03-312026-05-14

DUSB DIMENSIONAL ETF TRUST495.0K shares4.91%2026-03-312026-05-14

DUHP DIMENSIONAL ETF TRUST647.1K shares5.64%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST364.2K shares4.05%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS284.9K shares-0.07%2026-03-312026-05-14

DFSD DIMENSIONAL ETF TRUST376.7K shares11.56%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST488.1K shares1.31%2026-03-312026-05-14

Sponsored

DFUV DIMENSIONAL ETF TRUST285.0K shares-0.67%2026-03-312026-05-14

DFLV DIMENSIONAL ETF TRUST380.1K shares1.75%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST185.4K shares1.48%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F198.9K shares-0.36%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST251.1K shares-0.03%2026-03-312026-05-14

HUBBELL INC HUBBELL INC18.1K shares0.00%2026-03-312026-05-14

VBR VANGUARD INDEX FDS33.4K shares-0.03%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST116.2K shares-1.80%2026-03-312026-05-14

Sponsored

DFGX DIMENSIONAL ETF TRUST111.0K shares9.47%2026-03-312026-05-14

VXUS VANGUARD STAR FDS66.6K shares-0.66%2026-03-312026-05-14

DISV DIMENSIONAL ETF TRUST117.2K shares4.74%2026-03-312026-05-14

MCD MCDONALDS CORP12.2K shares0.01%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST48.9K shares0.03%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST100.3K shares1.82%2026-03-312026-05-14

EFV ISHARES TR40.9K shares-0.38%2026-03-312026-05-14

AAPL APPLE INC11.5K shares0.33%2026-03-312026-05-14

Sponsored

VNQ VANGUARD INDEX FDS32.2K shares-2.64%2026-03-312026-05-14

IUSV ISHARES TR26.2K shares0.35%2026-03-312026-05-14

DFGR DIMENSIONAL ETF TRUST99.2K shares4.41%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO7.2K shares-0.01%2026-03-312026-05-14

XOM EXXON MOBIL CORP11.7K shares0.00%2026-03-312026-05-14

DFAW DIMENSIONAL ETF TRUST24.9K shares26.07%2026-03-312026-05-14

MSFT MICROSOFT CORP4.6K shares-0.13%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO5.1K shares-0.02%2026-03-312026-05-14

Sponsored

JNJ JOHNSON & JOHNSON6.2K shares0.00%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS31.9K shares0.00%2026-03-312026-05-14

CAT CATERPILLAR INC1.9K shares0.00%2026-03-312026-05-14

PEP PEPSICO INC8.7K shares-0.32%2026-03-312026-05-14

DFNM DIMENSIONAL ETF TRUST27.9K shares0.02%2026-03-312026-05-14

IVV ISHARES TR1.9K shares-4.32%2026-03-312026-05-14

NVDA NVIDIA CORPORATION7.2K shares-36.97%2026-03-312026-05-14

VUG VANGUARD INDEX FDS2.7K shares-0.37%2026-03-312026-05-14

Sponsored

SHW SHERWIN WILLIAMS CO3.3K shares0.03%2026-03-312026-05-14

CMCSA COMCAST CORP NEW33.8K shares-0.07%2026-03-312026-05-14

PG PROCTER & GAMBLE CO6.6K shares-0.81%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST24.1K shares0.15%2026-03-312026-05-14

DE DEERE & CO1.7K shares0.06%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS6.0K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC3.1K shares0.96%2026-03-312026-05-14

DFGP DIMENSIONAL ETF TRUST15.3K sharesnew addition2026-03-312026-05-14

Sponsored

DGCB DIMENSIONAL ETF TRUST15.2K sharesnew addition2026-03-312026-05-14

SCYB SCHWAB STRATEGIC TR31.5K sharesnew addition2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-19.72%2026-03-312026-05-14

ABBV ABBVIE INC3.0K shares0.07%2026-03-312026-05-14

CMI CUMMINS INC1.1K shares0.00%2026-03-312026-05-14

GRC GORMAN RUPP CO9.4K shares0.00%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC4.4K shares0.00%2026-03-312026-05-14

LLY ELI LILLY & CO588 shares0.17%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC1.9K shares-8.08%2026-03-312026-05-14

YUM YUM BRANDS INC3.4K shares0.03%2026-03-312026-05-14

LECO LINCOLN ELEC HLDGS INC2.1K shares0.00%2026-03-312026-05-14

CSCO CISCO SYS INC6.7K shares-41.31%2026-03-312026-05-14

PSX PHILLIPS 662.8K shares0.00%2026-03-312026-05-14

HON HONEYWELL INTL INC2.2K shares0.00%2026-03-312026-05-14

ESGV VANGUARD WORLD FD4.4K shares-8.05%2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC2.8K shares0.00%2026-03-312026-05-14

Sponsored

REET ISHARES TR19.4K shares0.51%2026-03-312026-05-14

VGT VANGUARD WORLD FD674 shares0.00%2026-03-312026-05-14

AMP AMERIPRISE FINL INC1.0K shares0.10%2026-03-312026-05-14

VTV VANGUARD INDEX FDS2.3K shares-0.09%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC1.7K shares0.06%2026-03-312026-05-14

CVX CHEVRON CORPORATION2.1K shares0.00%2026-03-312026-05-14

HD HOME DEPOT INC1.3K shares-0.08%2026-03-312026-05-14

BILS SPDR SERIES TRUST4.2K sharesnew addition2026-03-312026-05-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.8K shares-2.73%2026-03-312026-05-14

KO COCA COLA CO5.4K shares0.00%2026-03-312026-05-14

QCOM QUALCOMM INC3.1K shares0.06%2026-03-312026-05-14

COP CONOCOPHILLIPS3.0K shares-1.28%2026-03-312026-05-14

AMZN AMAZON COM INC1.9K shares3.43%2026-03-312026-05-14

SPSM SPDR SERIES TRUST8.0K shares0.00%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS7.9K shares-0.82%2026-03-312026-05-14

JHMM JOHN HANCOCK EXCHANGE TRADED5.4K shares-0.20%2026-03-312026-05-14

Sponsored

BROADCOM INC BROADCOM INC1.2K sharesnew addition2026-03-312026-05-14

MO ALTRIA GROUP INC5.3K shares-1.49%2026-03-312026-05-14

CVS CVS HEALTH CORP4.7K shares0.02%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE1.2K shares2.30%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS6.3K shares0.00%2026-03-312026-05-14

IJS ISHARES TR2.6K shares0.04%2026-03-312026-05-14

DVY ISHARES TR2.0K shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC2.4K shares0.12%2026-03-312026-05-14

Sponsored

AMGN AMGEN INC810 shares0.00%2026-03-312026-05-14

DIS DISNEY WALT CO3.0K shares-0.94%2026-03-312026-05-14

ITIC INVESTORS TITLE CO NC1.3K shares0.00%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F1.9K shares-0.53%2026-03-312026-05-14

IQLT ISHARES TR5.9K shares-1.46%2026-03-312026-05-14

ABT ABBOTT LABORATORIES2.6K shares-3.01%2026-03-312026-05-14

IJR ISHARES TR2.1K shares3.18%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP939 shares0.00%2026-03-312026-05-14

Sponsored

HWM HOWMET AEROSPACE INC1.1K shares0.89%2026-03-312026-05-14

MMM 3M CO1.8K shares0.51%2026-03-312026-05-14

GEV GE VERNOVA INC289 sharesnew addition2026-03-312026-05-14

R RYDER SYS INC1.2K shares0.00%2026-03-312026-05-14

INTC INTEL CORP5.7K shares0.00%2026-03-312026-05-14

USB US BANCORP4.5K shares0.00%2026-03-312026-05-14

SMH VANECK ETF TRUST574 shares0.00%2026-03-312026-05-14

ALL ALLSTATE CORP1.1K shares0.00%2026-03-312026-05-14

Sponsored

BSV VANGUARD BD INDEX FDS2.7K shares0.00%2026-03-312026-05-14

SO SOUTHERN CO2.2K sharesnew addition2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T322 shares0.00%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC4.1K sharesnew addition2026-03-312026-05-14

ITOT ISHARES TR1.4K shares-0.28%2026-03-312026-05-14

BIL SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-05-14

HBAN HUNTINGTON BANCSHARES INC10.1K shares-0.05%2026-03-312026-05-14

Sponsored

VTI

VANGUARD INDEX FDS

2.20%

Shares120.7K

Event2026-03-31

Filed2026-05-14

DFCF

DIMENSIONAL ETF TRUST

9.67%

Shares603.5K

Event2026-03-31

Filed2026-05-14

DUSB

DIMENSIONAL ETF TRUST

4.91%

Shares495.0K

Event2026-03-31

Filed2026-05-14

DUHP

DIMENSIONAL ETF TRUST

5.64%

Shares647.1K

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

4.05%

Shares364.2K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-0.07%

Shares284.9K

Event2026-03-31

Filed2026-05-14

DFSD

DIMENSIONAL ETF TRUST

11.56%

Shares376.7K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

1.31%

Shares488.1K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

-0.67%

Shares285.0K

Event2026-03-31

Filed2026-05-14

DFLV

DIMENSIONAL ETF TRUST

1.75%

Shares380.1K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

1.48%

Shares185.4K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-0.36%

Shares198.9K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

-0.03%

Shares251.1K

Event2026-03-31

Filed2026-05-14

HUBBELL INC

0.00%

Shares18.1K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

-0.03%

Shares33.4K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

-1.80%

Shares116.2K

Event2026-03-31

Filed2026-05-14

DFGX

DIMENSIONAL ETF TRUST

9.47%

Shares111.0K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

-0.66%

Shares66.6K

Event2026-03-31

Filed2026-05-14

DISV

DIMENSIONAL ETF TRUST

4.74%

Shares117.2K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.01%

Shares12.2K

Event2026-03-31

Filed2026-05-14

DFUS

DIMENSIONAL ETF TRUST

0.03%

Shares48.9K

Event2026-03-31

Filed2026-05-14

DFIS

DIMENSIONAL ETF TRUST

1.82%

Shares100.3K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-0.38%

Shares40.9K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

0.33%

Shares11.5K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

-2.64%

Shares32.2K

Event2026-03-31

Filed2026-05-14

IUSV

ISHARES TR

0.35%

Shares26.2K

Event2026-03-31

Filed2026-05-14

DFGR

DIMENSIONAL ETF TRUST

4.41%

Shares99.2K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-0.01%

Shares7.2K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-14

DFAW

DIMENSIONAL ETF TRUST

26.07%

Shares24.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-0.13%

Shares4.6K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

-0.02%

Shares5.1K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

0.00%

Shares31.9K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-0.32%

Shares8.7K

Event2026-03-31

Filed2026-05-14

DFNM

DIMENSIONAL ETF TRUST

0.02%

Shares27.9K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-4.32%

Shares1.9K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-36.97%

Shares7.2K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

-0.37%

Shares2.7K

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

0.03%

Shares3.3K

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP NEW

-0.07%

Shares33.8K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-0.81%

Shares6.6K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

0.15%

Shares24.1K

Event2026-03-31

Filed2026-05-14

DEERE & CO

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.96%

Shares3.1K

Event2026-03-31

Filed2026-05-14

DFGP

DIMENSIONAL ETF TRUST

New

Shares15.3K

Event2026-03-31

Filed2026-05-14

DGCB

DIMENSIONAL ETF TRUST

New

Shares15.2K

Event2026-03-31

Filed2026-05-14

SCYB

SCHWAB STRATEGIC TR

New

Shares31.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-19.72%

Shares1.4K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.07%

Shares3.0K

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

GRC

GORMAN RUPP CO

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

0.17%

Shares588

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-8.08%

Shares1.9K

Event2026-03-31

Filed2026-05-14

YUM

YUM BRANDS INC

0.03%

Shares3.4K

Event2026-03-31

Filed2026-05-14

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-41.31%

Shares6.7K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

ESGV

VANGUARD WORLD FD

-8.05%

Shares4.4K

Event2026-03-31

Filed2026-05-14

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

REET

ISHARES TR

0.51%

Shares19.4K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

0.00%

Shares674

Event2026-03-31

Filed2026-05-14

AMP

AMERIPRISE FINL INC

0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-0.09%

Shares2.3K

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-14

BILS

SPDR SERIES TRUST

New

Shares4.2K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

-2.73%

Shares6.8K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

0.06%

Shares3.1K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

-1.28%

Shares3.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

3.43%

Shares1.9K

Event2026-03-31

Filed2026-05-14

SPSM

SPDR SERIES TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

SPEM

SPDR INDEX SHS FDS

-0.82%

Shares7.9K

Event2026-03-31

Filed2026-05-14

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.20%

Shares5.4K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-1.49%

Shares5.3K

Event2026-03-31

Filed2026-05-14

CVS

CVS HEALTH CORP

0.02%

Shares4.7K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

2.30%

Shares1.2K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

0.04%

Shares2.6K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

0.12%

Shares2.4K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

0.00%

Shares810

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

-0.94%

Shares3.0K

Event2026-03-31

Filed2026-05-14

ITIC

INVESTORS TITLE CO NC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

-0.53%

Shares1.9K

Event2026-03-31

Filed2026-05-14

IQLT

ISHARES TR

-1.46%

Shares5.9K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

-3.01%

Shares2.6K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

3.18%

Shares2.1K

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares939

Event2026-03-31

Filed2026-05-14

HWM

HOWMET AEROSPACE INC

0.89%

Shares1.1K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

0.51%

Shares1.8K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

New

Shares289

Event2026-03-31

Filed2026-05-14

RYDER SYS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

SMH

VANECK ETF TRUST

0.00%

Shares574

Event2026-03-31

Filed2026-05-14

ALL

ALLSTATE CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

New

Shares2.2K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares322

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-0.28%

Shares1.4K

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

New

Shares2.2K

Event2026-03-31

Filed2026-05-14

HBAN

HUNTINGTON BANCSHARES INC

-0.05%

Shares10.1K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available