Sponsored

The Analysis of SYM FINANCIAL Corp's Holdings & P&L

Currently, SYM FINANCIAL Corp holds 414 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in VTI (+21.0K shares, valued at $6.7M), GOVT (+169.5K shares, valued at $3.9M), LKFN (+45.9K shares, valued at $2.6M); decreased their positions in DFAI (-90.1K shares, valued at $3.5M), VIOV (-3.8K shares, valued at $385.0K), ORCL (-2.2K shares, valued at $326.1K); initiated new positions in SPGI (+1.1K shares, valued at $460.6K), N/A (+1.3K shares, valued at $345.2K), TXN (+1.7K shares, valued at $339.4K).

1M P&L

+25.9M+2.51%

3M P&L

+14.4M+1.38%

HY P&L

+104.4M+10.95%

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/A783.9M

80.3%

2Chemicals23.0M

2.4%

3Semiconductors15.5M

1.6%

Top Industries by Stock Count

1N/A144 stocks

37.4%

2Software - Application10 stocks

2.6%

3Drug Manufacturers - General9 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST6.5M shares-1.36%2026-03-312026-05-08

NTSI WISDOMTREE TR2.4M shares0.21%2026-03-312026-05-08

VOE VANGUARD INDEX FDS567.2K shares1.44%2026-03-312026-05-08

VTI VANGUARD INDEX FDS276.7K shares8.23%2026-03-312026-05-08

GOVT ISHARES TR3.7M shares4.77%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR1.2M shares-0.02%2026-03-312026-05-08

DOW DOW HLDGS INC551.8K shares0.59%2026-03-312026-05-08

VXUS VANGUARD STAR FDS207.4K shares0.00%2026-03-312026-05-08

Sponsored

AAPL APPLE INC51.8K shares4.54%2026-03-312026-05-08

VIOV VANGUARD ADMIRAL FDS INC116.7K shares-3.14%2026-03-312026-05-08

NVDA NVIDIA CORPORATION65.0K shares1.92%2026-03-312026-05-08

IEFA ISHARES TR108.2K shares0.00%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F64.6K shares3.05%2026-03-312026-05-08

MSFT MICROSOFT CORP21.4K shares6.87%2026-03-312026-05-08

LLY ELI LILLY & CO7.4K shares12.65%2026-03-312026-05-08

ACWV ISHARES INC48.2K shares6.70%2026-03-312026-05-08

Sponsored

VEA VANGUARD TAX-MANAGED FDS87.8K shares-2.68%2026-03-312026-05-08

DFAU DIMENSIONAL ETF TRUST123.5K shares4.32%2026-03-312026-05-08

AMZN AMAZON COM INC26.7K shares4.51%2026-03-312026-05-08

ALPHABET INC ALPHABET INC18.1K shares0.66%2026-03-312026-05-08

SPDW SPDR INDEX SHS FDS112.6K shares10.49%2026-03-312026-05-08

BROADCOM INC BROADCOM INC14.4K shares3.35%2026-03-312026-05-08

SCHR SCHWAB STRATEGIC TR173.1K shares12.44%2026-03-312026-05-08

LKFN LAKELAND FINL CORP65.2K shares237.48%2026-03-312026-05-08

Sponsored

QWLD SPDR INDEX SHS FDS23.5K shares-0.49%2026-03-312026-05-08

WMT WALMART INC26.1K shares-0.81%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO11.0K shares-0.82%2026-03-312026-05-08

AGG ISHARES TR32.3K shares13.21%2026-03-312026-05-08

META META PLATFORMS INC5.4K shares-0.11%2026-03-312026-05-08

JPIB J P MORGAN EXCHANGE TRADED F49.4K shares13.04%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T3.4K shares0.24%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON8.8K shares2.23%2026-03-312026-05-08

Sponsored

XOM EXXON MOBIL CORP12.4K shares8.31%2026-03-312026-05-08

ESGU ISHARES TR14.7K shares-1.88%2026-03-312026-05-08

MA MASTERCARD INCORPORATED4.1K shares3.28%2026-03-312026-05-08

MINT PIMCO ETF TR19.7K shares15.23%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE6.9K shares2.24%2026-03-312026-05-08

TSLA TESLA INC4.8K shares4.51%2026-03-312026-05-08

ACWI ISHARES TR12.7K shares-0.19%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares7.92%2026-03-312026-05-08

Sponsored

COST COSTCO WHOLESALE CORPORATION1.6K shares56.05%2026-03-312026-05-08

GLD SPDR GOLD TR3.7K shares-0.93%2026-03-312026-05-08

SPEM SPDR INDEX SHS FDS33.3K shares10.04%2026-03-312026-05-08

TRGP TARGA RES CORP6.1K shares0.05%2026-03-312026-05-08

CSCO CISCO SYS INC19.5K shares1.77%2026-03-312026-05-08

GEV GE VERNOVA INC1.7K shares0.12%2026-03-312026-05-08

ALPHABET INC ALPHABET INC5.0K shares11.45%2026-03-312026-05-08

APH AMPHENOL CORP10.9K shares16.01%2026-03-312026-05-08

Sponsored

MU MICRON TECHNOLOGY INC4.0K shares6.80%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP4.6K shares0.00%2026-03-312026-05-08

URTH ISHARES INC7.1K shares290.55%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR40.3K shares-6.68%2026-03-312026-05-08

PEP PEPSICO INC7.9K shares-1.74%2026-03-312026-05-08

FIX COMFORT SYS USA INC879 shares-9.19%2026-03-312026-05-08

CB CHUBB LTD SWITZ3.4K shares6.75%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP5.1K shares1.40%2026-03-312026-05-08

Sponsored

JBL JABIL INC3.9K shares0.00%2026-03-312026-05-08

V VISA INC3.4K shares13.06%2026-03-312026-05-08

AMAT APPLIED MATLS INC3.0K shares9.90%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC8.3K shares0.47%2026-03-312026-05-08

VGT VANGUARD WORLD FD1.4K shares-4.83%2026-03-312026-05-08

KLAC KLA CORP646 shares5.90%2026-03-312026-05-08

MPLX MPLX LP16.6K shares334.22%2026-03-312026-05-08

EIX EDISON INTL12.4K shares8.34%2026-03-312026-05-08

Sponsored

WDC WESTERN DIGITAL CORP3.3K shares-13.53%2026-03-312026-05-08

CMI CUMMINS INC1.6K shares1.11%2026-03-312026-05-08

CVX CHEVRON CORPORATION4.2K shares7.02%2026-03-312026-05-08

NFLX NETFLIX INC.8.9K shares33.53%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO14.0K shares15.66%2026-03-312026-05-08

ABBV ABBVIE INC3.8K shares2.67%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR13.5K shares-0.83%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC195 shares-2.99%2026-03-312026-05-08

Sponsored

NOW SERVICENOW INC7.8K shares25.82%2026-03-312026-05-08

ORCL ORACLE CORP5.5K shares-28.60%2026-03-312026-05-08

GM GENERAL MTRS CO10.9K shares1.42%2026-03-312026-05-08

FDX FEDEX CORP2.2K shares1.63%2026-03-312026-05-08

PG PROCTER & GAMBLE CO5.4K shares65.95%2026-03-312026-05-08

PCG PG&E CORP44.1K shares-8.65%2026-03-312026-05-08

CAT CATERPILLAR INC1.1K shares2.67%2026-03-312026-05-08

JBHT HUNT J B TRANS SVCS INC3.6K shares0.73%2026-03-312026-05-08

Sponsored

UNH UNITEDHEALTH GROUP INC2.8K shares3.30%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS3.0K shares13.59%2026-03-312026-05-08

INTC INTEL CORP16.4K shares-14.39%2026-03-312026-05-08

XEL XCEL ENERGY INC9.0K shares1.67%2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC3.3K shares4.19%2026-03-312026-05-08

HD HOME DEPOT INC2.1K shares0.87%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC3.4K shares-0.80%2026-03-312026-05-08

KO COCA COLA CO8.9K shares10.24%2026-03-312026-05-08

Sponsored

PLTR PALANTIR TECHNOLOGIES INC4.6K shares12.09%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-2.75%2026-03-312026-05-08

T AT&T INC23.2K shares10.21%2026-03-312026-05-08

MCD MCDONALDS CORP2.2K shares10.46%2026-03-312026-05-08

ASML ASML HLDG NV504 shares3.70%2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST17.1K shares10.66%2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC5.9K shares0.81%2026-03-312026-05-08

LINDE PLC LINDE PLC1.3K shares49.89%2026-03-312026-05-08

Sponsored

SCHG SCHWAB STRATEGIC TR22.1K shares0.00%2026-03-312026-05-08

A AGILENT TECHNOLOGIES INC5.6K shares-3.19%2026-03-312026-05-08

SNOW SNOWFLAKE INC4.3K shares-0.56%2026-03-312026-05-08

ADBE ADOBE INC2.6K shares35.08%2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST17.5K shares-0.47%2026-03-312026-05-08

AME AMETEK INC2.9K shares-2.22%2026-03-312026-05-08

RPM RPM INTL INC6.2K shares-2.71%2026-03-312026-05-08

CME CME GROUP INC2.1K shares2.15%2026-03-312026-05-08

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.8K shares1.43%2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC4.9K shares-1.01%2026-03-312026-05-08

UNP UNION PAC CORP2.5K shares-1.20%2026-03-312026-05-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.2K shares-0.88%2026-03-312026-05-08

TPR TAPESTRY INC4.2K shares-29.78%2026-03-312026-05-08

VLO VALERO ENERGY CORP2.4K shares4.24%2026-03-312026-05-08

SYK STRYKER CORPORATION1.8K shares25.91%2026-03-312026-05-08

ILMN ILLUMINA INC4.7K shares-3.90%2026-03-312026-05-08

Sponsored

FCX FREEPORT MCMORAN INC9.7K shares3.84%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC590 shares36.57%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR977 shares2.73%2026-03-312026-05-08

CPRT COPART INC17.0K shares4.00%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO2.2K shares-9.73%2026-03-312026-05-08

ABNB AIRBNB INC4.3K shares34.25%2026-03-312026-05-08

QUAL ISHARES TR2.8K shares0.00%2026-03-312026-05-08

NVS NOVARTIS AG3.5K shares18.19%2026-03-312026-05-08

Sponsored

HAL HALLIBURTON CO13.7K shares-11.66%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP875 shares11.75%2026-03-312026-05-08

DHR DANAHER CORP DEL2.8K shares16.73%2026-03-312026-05-08

STLD STEEL DYNAMICS INC2.9K shares10.61%2026-03-312026-05-08

SCHE SCHWAB STRATEGIC TR15.7K shares-8.72%2026-03-312026-05-08

FTI TECHNIPFMC PLC7.4K shares5.70%2026-03-312026-05-08

TRV TRAVELERS COMPANIES INC1.8K shares1.63%2026-03-312026-05-08

WFC WELLS FARGO & CO6.4K shares13.66%2026-03-312026-05-08

Sponsored

CNC CENTENE CORP DEL15.5K shares-21.38%2026-03-312026-05-08

INCY INCYTE CORP5.4K shares-7.69%2026-03-312026-05-08

IUSV ISHARES TR4.9K shares0.00%2026-03-312026-05-08

GILD GILEAD SCIENCES INC3.5K shares4.91%2026-03-312026-05-08

MNST MONSTER BEVERAGE CORP NEW6.8K shares-7.63%2026-03-312026-05-08

AON PLC AON PLC1.5K shares-6.50%2026-03-312026-05-08

VRSK VERISK ANALYTICS INC2.6K shares-2.32%2026-03-312026-05-08

JCI JOHNSON CONTROLS INTERNATION3.7K shares3.32%2026-03-312026-05-08

Sponsored

MO ALTRIA GROUP INC7.2K shares1.53%2026-03-312026-05-08

INTU INTUIT1.1K shares5.52%2026-03-312026-05-08

PSX PHILLIPS 662.6K shares2.46%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares4.39%2026-03-312026-05-08

BAC BANK AMERICA CORP9.5K shares-3.16%2026-03-312026-05-08

SPGI S&P GLOBAL INC1.1K sharesnew addition2026-03-312026-05-08

HSBC HSBC HLDGS PLC5.6K shares0.69%2026-03-312026-05-08

REGN REGENERON PHARMACEUTICALS595 shares2.23%2026-03-312026-05-08

Sponsored

UPRO PROSHARES TR4.7K shares0.00%2026-03-312026-05-08

BYLD ISHARES TR19.9K shares3.06%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC912 shares0.88%2026-03-312026-05-08

RL RALPH LAUREN CORP1.3K shares3.25%2026-03-312026-05-08

CMCSA COMCAST CORP NEW15.6K shares73.29%2026-03-312026-05-08

DFLV DIMENSIONAL ETF TRUST12.5K shares0.00%2026-03-312026-05-08

IEMG ISHARES INC6.4K shares-8.04%2026-03-312026-05-08

CMG CHIPOTLE MEXICAN GRILL INC13.6K shares7.51%2026-03-312026-05-08

Sponsored

IDXX IDEXX LABS INC777 shares-7.61%2026-03-312026-05-08

TOL TOLL BROTHERS INC3.2K shares-0.28%2026-03-312026-05-08

TJX TJX COS INC NEW2.7K shares23.44%2026-03-312026-05-08

MTZ MASTEC INC1.3K shares-0.53%2026-03-312026-05-08

DVN DEVON ENERGY CORP NEW8.4K shares0.28%2026-03-312026-05-08

CINF CINCINNATI FINL CORP2.7K shares0.00%2026-03-312026-05-08

FTNT FORTINET INC5.0K shares44.36%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP603 shares1.52%2026-03-312026-05-08

Sponsored

DINO HF SINCLAIR CORP6.5K shares-1.07%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC8.0K shares-6.52%2026-03-312026-05-08

ABT ABBOTT LABORATORIES3.9K shares25.79%2026-03-312026-05-08

RTX RTX CORPORATION2.1K shares13.54%2026-03-312026-05-08

ULTA ULTA BEAUTY INC763 shares2.28%2026-03-312026-05-08

MLM MARTIN MARIETTA MATLS INC675 shares4.33%2026-03-312026-05-08

SAN BANCO SANTANDER SA35.2K shares0.26%2026-03-312026-05-08

CFG CITIZENS FINL GROUP INC6.6K shares0.00%2026-03-312026-05-08

Sponsored

ECL ECOLAB INC1.5K shares-0.07%2026-03-312026-05-08

MUFG MITSUBISHI UFJ FINANCIAL GRO22.8K shares6.84%2026-03-312026-05-08

IJS ISHARES TR3.3K shares0.00%2026-03-312026-05-08

ADI ANALOG DEVICES INC1.2K shares4.08%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 40618 shares0.00%2026-03-312026-05-08

VEEV VEEVA SYS INC2.2K shares-25.11%2026-03-312026-05-08

DAL DELTA AIR LINES INC5.7K shares9.01%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares7.30%2026-03-312026-05-08

Sponsored

SYF SYNCHRONY FINANCIAL5.6K shares8.11%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC444 shares3.02%2026-03-312026-05-08

COP CONOCOPHILLIPS2.8K shares-6.47%2026-03-312026-05-08

MFG MIZUHO FINANCIAL GROUP INC46.9K shares5.37%2026-03-312026-05-08

TER TERADYNE INC1.2K shares17.01%2026-03-312026-05-08

ZM ZOOM COMMUNICATIONS INC4.5K shares-27.66%2026-03-312026-05-08

VRSN VERISIGN INC1.5K shares-2.80%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP2.0K shares-0.15%2026-03-312026-05-08

Sponsored

CRM SALESFORCE INC1.9K shares32.03%2026-03-312026-05-08

FHI FEDERATED HERMES INC6.2K shares0.44%2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC3.5K shares-1.80%2026-03-312026-05-08

STT STATE STR CORP2.8K shares4.72%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.1K shares4.47%2026-03-312026-05-08

ORLY OREILLY AUTOMOTIVE INC3.8K shares-20.27%2026-03-312026-05-08

EVRG EVERGY INC4.2K shares4.75%2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP1.3K sharesnew addition2026-03-312026-05-08

Sponsored

NATWEST GROUP PLC NATWEST GROUP PLC23.1K shares0.12%2026-03-312026-05-08

NTRA NATERA INC1.7K shares-6.36%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP3.6K shares8.99%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC957 shares18.88%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC820 shares-18.41%2026-03-312026-05-08

HWM HOWMET AEROSPACE INC1.5K shares-26.61%2026-03-312026-05-08

MT ARCELORMITTAL SA LUXEMBOURG6.5K shares4.76%2026-03-312026-05-08

TXN TEXAS INSTRS INC1.7K sharesnew addition2026-03-312026-05-08

Sponsored

VO VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-08

GSK PLC GSK PLC6.1K shares0.79%2026-03-312026-05-08

GLOF ISHARES TR6.4K shares12.56%2026-03-312026-05-08

ICE INTERCONTINENTAL EXCHANGE IN2.1K shares-2.88%2026-03-312026-05-08

MTUM ISHARES TR1.4K shares0.00%2026-03-312026-05-08

MMM 3M CO2.3K shares-25.86%2026-03-312026-05-08

EQIX EQUINIX INC336 sharesnew addition2026-03-312026-05-08

UAL UNITED AIRLS HLDGS INC3.5K shares3.34%2026-03-312026-05-08

Sponsored

ROL ROLLINS INC5.9K shares-8.33%2026-03-312026-05-08

IVW ISHARES TR2.8K shares-1.93%2026-03-312026-05-08

TGT TARGET CORP2.6K sharesnew addition2026-03-312026-05-08

TOTL SSGA ACTIVE ETF TR7.9K shares1.59%2026-03-312026-05-08

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.3K shares-0.96%2026-03-312026-05-08

DIS DISNEY WALT CO3.2K shares-3.94%2026-03-312026-05-08

MMC MARSH & MCLENNAN COS INC1.8K shares26.88%2026-03-312026-05-08

EME EMCOR GROUP INC420 shares14.44%2026-03-312026-05-08

Sponsored

MKTX MARKETAXESS HLDGS INC1.9K shares-12.80%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP2.6K shares12.20%2026-03-312026-05-08

EXPE EXPEDIA GROUP INC1.3K shares-17.12%2026-03-312026-05-08

KR KROGER CO4.2K shares-2.90%2026-03-312026-05-08

TMUS T-MOBILE US INC1.4K sharesnew addition2026-03-312026-05-08

TAK TAKEDA PHARMACEUTICAL CO LTD16.2K shares1.05%2026-03-312026-05-08

WAB WABTEC1.2K shares-0.08%2026-03-312026-05-08

TXT TEXTRON INC3.4K shares0.89%2026-03-312026-05-08

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTA13.7K shares0.00%2026-03-312026-05-08

BTI BRITISH AMERN TOB PLC5.1K shares38.71%2026-03-312026-05-08

LECO LINCOLN ELEC HLDGS INC1.2K shares2.86%2026-03-312026-05-08

RGLD ROYAL GOLD INC1.2K shares-1.19%2026-03-312026-05-08

HII HUNTINGTON INGALLS INDS INC770 shares0.00%2026-03-312026-05-08

DISV DIMENSIONAL ETF TRUST7.3K shares0.00%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC3.3K shares-36.57%2026-03-312026-05-08

GRMN GARMIN LTD1.2K shares15.69%2026-03-312026-05-08

Sponsored

GLW CORNING INC2.1K sharesnew addition2026-03-312026-05-08

USMV ISHARES TR3.1K shares3.49%2026-03-312026-05-08

CCK CROWN HLDGS INC2.8K shares0.14%2026-03-312026-05-08

ETR ENTERGY CORP NEW2.5K shares1.37%2026-03-312026-05-08

MOH MOLINA HEALTHCARE INC2.1K sharesnew addition2026-03-312026-05-08

CIEN CIENA CORP721 shares-53.57%2026-03-312026-05-08

AXS AXIS CAP HLDGS LTD2.7K shares5.38%2026-03-312026-05-08

VLY VALLEY NATL BANCORP22.3K shares0.14%2026-03-312026-05-08

Sponsored

NTRS NORTHERN TR CORP2.0K shares1.82%2026-03-312026-05-08

IVE ISHARES TR1.3K shares0.00%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-35.36%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC2.1K shares3.46%2026-03-312026-05-08

PFE PFIZER INC9.4K shares5.12%2026-03-312026-05-08

ALL ALLSTATE CORP1.3K shares16.18%2026-03-312026-05-08

AMGN AMGEN INC743 shares6.14%2026-03-312026-05-08

CHRW C H ROBINSON WORLDWIDE IN1.6K sharesnew addition2026-03-312026-05-08

Sponsored

CG CARLYLE GROUP INC5.4K shares1.57%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC3.6K shares29.24%2026-03-312026-05-08

BCS BARCLAYS PLC12.1K shares0.75%2026-03-312026-05-08

NBIX NEUROCRINE BIOSCIENCES INC1.9K shares-4.76%2026-03-312026-05-08

UGI UGI CORP NEW7.0K shares-0.34%2026-03-312026-05-08

CRH PLC CRH PLC2.4K shares8.85%2026-03-312026-05-08

KMX CARMAX INC6.1K shares-13.01%2026-03-312026-05-08

ROP ROPER TECHNOLOGIES INC715 shares-19.21%2026-03-312026-05-08

Sponsored

GSIE GOLDMAN SACHS ETF TR5.9K shares0.00%2026-03-312026-05-08

OSK OSHKOSH CORP1.7K shares0.18%2026-03-312026-05-08

CVS CVS HEALTH CORP3.5K shares-10.85%2026-03-312026-05-08

IQLT ISHARES TR5.4K shares0.00%2026-03-312026-05-08

MDB MONGODB INC1.0K shares23.42%2026-03-312026-05-08

HON HONEYWELL INTL INC1.1K sharesnew addition2026-03-312026-05-08

EXEL EXELIXIS INC5.8K shares-10.07%2026-03-312026-05-08

BDX BECTON DICKINSON & CO1.6K shares-3.65%2026-03-312026-05-08

Sponsored

NEE NEXTERA ENERGY INC2.6K shares-2.11%2026-03-312026-05-08

VIS VANGUARD WORLD FD781 shares0.00%2026-03-312026-05-08

PTY PIMCO CORPORATE & INCOME OPP20.1K shares4.58%2026-03-312026-05-08

IT GARTNER INC1.5K shares1.66%2026-03-312026-05-08

IWS ISHARES TR1.7K shares0.00%2026-03-312026-05-08

HLT HILTON WORLDWIDE HLDGS INC796 shares0.00%2026-03-312026-05-08

TRU TRANSUNION3.5K shares-21.93%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares4.33%2026-03-312026-05-08

Sponsored

BURL BURLINGTON STORES INC738 sharesnew addition2026-03-312026-05-08

BMRN BIOMARIN PHARMACEUTICAL INC4.2K shares-6.33%2026-03-312026-05-08

NUE NUCOR CORP1.4K shares3.02%2026-03-312026-05-08

USB US BANCORP4.5K shares6.62%2026-03-312026-05-08

IQV IQVIA HLDGS INC1.4K shares-16.65%2026-03-312026-05-08

TSN TYSON FOODS INC3.7K sharesnew addition2026-03-312026-05-08

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.1K sharesnew addition2026-03-312026-05-08

LNC LINCOLN NATL CORP IND6.6K shares-1.85%2026-03-312026-05-08

Sponsored

ANF ABERCROMBIE & FITCH CO2.5K shares46.98%2026-03-312026-05-08

EVR EVERCORE INC773 shares1.84%2026-03-312026-05-08

XLY SELECT SECTOR SPDR TR2.1K shares-9.85%2026-03-312026-05-08

ET ENERGY TRANSFER L P11.9K shares-22.61%2026-03-312026-05-08

RBLX ROBLOX CORP4.0K shares-47.17%2026-03-312026-05-08

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC489 shares34.71%2026-03-312026-05-08

OXY OCCIDENTAL PETE CORP3.5K sharesnew addition2026-03-312026-05-08

Sponsored

DHI D R HORTON INC1.6K shares-21.91%2026-03-312026-05-08

MPC MARATHON PETE CORP912 sharesnew addition2026-03-312026-05-08

MLI MUELLER INDS INC2.0K sharesnew addition2026-03-312026-05-08

PGR PROGRESSIVE CORP1.1K shares-40.53%2026-03-312026-05-08

HBAN HUNTINGTON BANCSHARES INC14.1K shares-22.22%2026-03-312026-05-08

DOV DOVER CORP1.1K shares3.51%2026-03-312026-05-08

NET CLOUDFLARE INC1.1K sharesnew addition2026-03-312026-05-08

TW TRADEWEB MKTS INC1.9K sharesnew addition2026-03-312026-05-08

Sponsored

MCK MCKESSON CORP253 shares0.00%2026-03-312026-05-08

BSX BOSTON SCIENTIFIC CORP3.5K sharesnew addition2026-03-312026-05-08

FHN FIRST HORIZON CORPORATION9.5K shares0.48%2026-03-312026-05-08

SONY SONY GROUP CORP10.4K shares-16.65%2026-03-312026-05-08

BIIB BIOGEN INC1.1K sharesnew addition2026-03-312026-05-08

TXRH TEXAS ROADHOUSE INC1.3K sharesnew addition2026-03-312026-05-08

LULU LULULEMON ATHLETICA INC1.4K sharesnew addition2026-03-312026-05-08

IFF INTERNATIONAL FLAVORS&FRAGRA2.9K sharesnew addition2026-03-312026-05-08

Sponsored

MANH MANHATTAN ASSOCIATES INC1.6K shares-3.74%2026-03-312026-05-08

QCOM QUALCOMM INC1.6K shares-13.70%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F4.1K shares-0.53%2026-03-312026-05-08

HCA HCA HEALTHCARE INC437 shares0.23%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR8.0K shares0.00%2026-03-312026-05-08

CTVA CORTEVA INC2.5K sharesnew addition2026-03-312026-05-08

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI12.1K shares2.20%2026-03-312026-05-08

MSCI MSCI INC379 sharesnew addition2026-03-312026-05-08

Sponsored

DFEM DIMENSIONAL ETF TRUST5.9K shares0.00%2026-03-312026-05-08

CGSM CAPITAL GRP FIXED INCM ETF T7.7K shares0.00%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L5.4K sharesnew addition2026-03-312026-05-08

AZO AUTOZONE INC60 shares-6.25%2026-03-312026-05-08

CSX CSX CORP4.9K sharesnew addition2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN995 shares23.30%2026-03-312026-05-08

NEM NEWMONT CORP1.9K sharesnew addition2026-03-312026-05-08

BR BROADRIDGE FINL SOLUTIONS IN1.2K sharesnew addition2026-03-312026-05-08

Sponsored

PEN PENUMBRA INC612 shares-7.41%2026-03-312026-05-08

EA ELECTRONIC ARTS INC982 shares-1.60%2026-03-312026-05-08

IWD ISHARES TR920 shares32.37%2026-03-312026-05-08

S SENTINELONE INC14.6K sharesnew addition2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR1.4K shares0.00%2026-03-312026-05-08

ITOT ISHARES TR1.3K shares0.00%2026-03-312026-05-08

PPA INVESCO EXCHANGE TRADED FD T1.0K shares-1.93%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR1.0K shares-6.28%2026-03-312026-05-08

Sponsored

IWF ISHARES TR359 shares0.00%2026-03-312026-05-08

TQQQ PROSHARES TR3.5K shares0.00%2026-03-312026-05-08

IVV ISHARES TR221 sharesnew addition2026-03-312026-05-08

VB VANGUARD INDEX FDS547 shares-37.05%2026-03-312026-05-08

DNP DNP SELECT INCOME FD INC13.0K shares1.92%2026-03-312026-05-08

VUG VANGUARD INDEX FDS302 shares-14.45%2026-03-312026-05-08

NMR NOMURA HLDGS INC16.0K shares5.24%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR853 shares-13.05%2026-03-312026-05-08

Sponsored

XSVM INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-03-312026-05-08

SPMD SPDR SERIES TRUST2.0K sharesnew addition2026-03-312026-05-08

EMXC ISHARES INC1.5K shares-5.90%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST1.6K shares0.00%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR3.7K shares-4.22%2026-03-312026-05-08

VBR VANGUARD INDEX FDS500 shares0.00%2026-03-312026-05-08

IDV ISHARES TR2.5K sharesnew addition2026-03-312026-05-08

VXF VANGUARD INDEX FDS527 shares0.00%2026-03-312026-05-08

Sponsored

VGIT VANGUARD SCOTTSDALE FDS1.8K sharesnew addition2026-03-312026-05-08

JPEM J P MORGAN EXCHANGE TRADED F1.7K shares0.00%2026-03-312026-05-08

RPV INVESCO EXCHANGE TRADED FD T933 shares0.00%2026-03-312026-05-08

IWO ISHARES TR318 shares0.00%2026-03-312026-05-08

GAB GABELLI EQUITY TR INC17.4K shares44.79%2026-03-312026-05-08

WIT WIPRO LTD41.6K shares148.21%2026-03-312026-05-08

IWP ISHARES TR676 shares0.00%2026-03-312026-05-08

LYG LLOYDS BANKING GROUP PLC16.8K shares0.00%2026-03-312026-05-08

Sponsored

IYW ISHARES TR454 shares0.00%2026-03-312026-05-08

SDY SPDR SERIES TRUST553 sharesnew addition2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR2.9K shares0.00%2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST1.4K shares0.00%2026-03-312026-05-08

IWM ISHARES TR299 shares0.00%2026-03-312026-05-08

VTWV VANGUARD SCOTTSDALE FDS421 sharesnew addition2026-03-312026-05-08

SMLF ISHARES TR929 shares13.99%2026-03-312026-05-08

IWB ISHARES TR178 shares0.00%2026-03-312026-05-08

Sponsored

ISCF ISHARES TR1.5K shares0.00%2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR1.2K shares0.00%2026-03-312026-05-08

IYK ISHARES TR682 shares0.44%2026-03-312026-05-08

VTV VANGUARD INDEX FDS228 shares0.00%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST894 shares0.00%2026-03-312026-05-08

BOND PIMCO ETF TR462 shares0.00%2026-03-312026-05-08

SPHQ INVESCO EXCHANGE TRADED FD T566 shares28.05%2026-03-312026-05-08

NWL NEWELL BRANDS INC12.1K sharesnew addition2026-03-312026-05-08

Sponsored

FNDE SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-05-08

EFAV ISHARES TR433 shares-79.50%2026-03-312026-05-08

DFSB DIMENSIONAL ETF TRUST682 shares128.09%2026-03-312026-05-08

CGCB CAPITAL GRP FIXED INCM ETF T1.3K sharesnew addition2026-03-312026-05-08

JPIN J P MORGAN EXCHANGE TRADED F466 shares0.00%2026-03-312026-05-08

ITA ISHARES TR150 shares0.00%2026-03-312026-05-08

EFA ISHARES TR334 shares0.00%2026-03-312026-05-08

MXI ISHARES TR298 shares0.00%2026-03-312026-05-08

Sponsored

IJH ISHARES TR455 shares0.00%2026-03-312026-05-08

IJK ISHARES TR281 shares0.00%2026-03-312026-05-08

IXC ISHARES TR475 shares0.00%2026-03-312026-05-08

SOXX ISHARES TR83 shares0.00%2026-03-312026-05-08

EFV ISHARES TR362 shares0.00%2026-03-312026-05-08

NTSX WISDOMTREE TR473 shares0.21%2026-03-312026-05-08

DJD INVESCO EXCHANGE TRADED FD T405 sharesnew addition2026-03-312026-05-08

REET ISHARES TR948 shares0.00%2026-03-312026-05-08

Sponsored

VIOG VANGUARD ADMIRAL FDS INC169 shares-21.03%2026-03-312026-05-08

KRE SPDR SERIES TRUST305 sharesnew addition2026-03-312026-05-08

EMNT PIMCO ETF TR195 sharesnew addition2026-03-312026-05-08

IMCB ISHARES TR228 shares0.00%2026-03-312026-05-08

IVOV VANGUARD ADMIRAL FDS INC178 shares0.00%2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST254 shares0.00%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T295 shares0.00%2026-03-312026-05-08

SPYM SPDR SERIES TRUST167 sharesnew addition2026-03-312026-05-08

Sponsored

VWO VANGUARD INTL EQUITY INDEX F234 shares0.00%2026-03-312026-05-08

IJR ISHARES TR101 shares0.00%2026-03-312026-05-08

TIP ISHARES TR105 sharesnew addition2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR248 shares-10.14%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F200 shares0.00%2026-03-312026-05-08

VTWO VANGUARD SCOTTSDALE FDS98 sharesnew addition2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS120 sharesnew addition2026-03-312026-05-08

RSPT INVESCO EXCHANGE TRADED FD T200 sharesnew addition2026-03-312026-05-08

Sponsored

SPYG SPDR SERIES TRUST81 sharesnew addition2026-03-312026-05-08

SMMV ISHARES TR175 shares0.00%2026-03-312026-05-08

CGCP CAPITAL GRP FIXED INCM ETF T338 shares0.00%2026-03-312026-05-08

EEM ISHARES TR100 sharesnew addition2026-03-312026-05-08

XMHQ INVESCO EXCHANGE TRADED FD T43 sharesnew addition2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS52 sharesnew addition2026-03-312026-05-08

MBB ISHARES TR28 sharesnew addition2026-03-312026-05-08

PFF ISHARES TR75 sharesnew addition2026-03-312026-05-08

Sponsored

SCZ ISHARES TR25 shares0.00%2026-03-312026-05-08

VNQI VANGUARD INTL EQUITY INDEX F35 shares0.00%2026-03-312026-05-08

IYH ISHARES TR25 shares0.00%2026-03-312026-05-08

SPSB SPDR SERIES TRUST42 sharesnew addition2026-03-312026-05-08

GABELLI EQUITY TR INC GABELLI EQUITY TR INC17.0K sharesnew addition2026-03-312026-05-08

XMMO INVESCO EXCHANGE TRADED FD TN/A sharesnew addition2026-03-312026-05-08

DFAI

DIMENSIONAL ETF TRUST

-1.36%

Shares6.5M

Event2026-03-31

Filed2026-05-08

NTSI

WISDOMTREE TR

0.21%

Shares2.4M

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

1.44%

Shares567.2K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

8.23%

Shares276.7K

Event2026-03-31

Filed2026-05-08

GOVT

ISHARES TR

4.77%

Shares3.7M

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

-0.02%

Shares1.2M

Event2026-03-31

Filed2026-05-08

DOW

DOW HLDGS INC

0.59%

Shares551.8K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

0.00%

Shares207.4K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

4.54%

Shares51.8K

Event2026-03-31

Filed2026-05-08

VIOV

VANGUARD ADMIRAL FDS INC

-3.14%

Shares116.7K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

1.92%

Shares65.0K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

0.00%

Shares108.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

3.05%

Shares64.6K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

6.87%

Shares21.4K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

12.65%

Shares7.4K

Event2026-03-31

Filed2026-05-08

ACWV

ISHARES INC

6.70%

Shares48.2K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-2.68%

Shares87.8K

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

4.32%

Shares123.5K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

4.51%

Shares26.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.66%

Shares18.1K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR INDEX SHS FDS

10.49%

Shares112.6K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

3.35%

Shares14.4K

Event2026-03-31

Filed2026-05-08

SCHR

SCHWAB STRATEGIC TR

12.44%

Shares173.1K

Event2026-03-31

Filed2026-05-08

LKFN

LAKELAND FINL CORP

237.48%

Shares65.2K

Event2026-03-31

Filed2026-05-08

QWLD

SPDR INDEX SHS FDS

-0.49%

Shares23.5K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-0.81%

Shares26.1K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-0.82%

Shares11.0K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

13.21%

Shares32.3K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

-0.11%

Shares5.4K

Event2026-03-31

Filed2026-05-08

JPIB

J P MORGAN EXCHANGE TRADED F

13.04%

Shares49.4K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.24%

Shares3.4K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

2.23%

Shares8.8K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

8.31%

Shares12.4K

Event2026-03-31

Filed2026-05-08

ESGU

ISHARES TR

-1.88%

Shares14.7K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

3.28%

Shares4.1K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

15.23%

Shares19.7K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

2.24%

Shares6.9K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

4.51%

Shares4.8K

Event2026-03-31

Filed2026-05-08

ACWI

ISHARES TR

-0.19%

Shares12.7K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

7.92%

Shares3.5K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

56.05%

Shares1.6K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

-0.93%

Shares3.7K

Event2026-03-31

Filed2026-05-08

SPEM

SPDR INDEX SHS FDS

10.04%

Shares33.3K

Event2026-03-31

Filed2026-05-08

TRGP

TARGA RES CORP

0.05%

Shares6.1K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

1.77%

Shares19.5K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

0.12%

Shares1.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

11.45%

Shares5.0K

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP

16.01%

Shares10.9K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC

6.80%

Shares4.0K

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-08

URTH

ISHARES INC

290.55%

Shares7.1K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

-6.68%

Shares40.3K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

-1.74%

Shares7.9K

Event2026-03-31

Filed2026-05-08

FIX

COMFORT SYS USA INC

-9.19%

Shares879

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

6.75%

Shares3.4K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

1.40%

Shares5.1K

Event2026-03-31

Filed2026-05-08

JBL

JABIL INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-08

VISA INC

13.06%

Shares3.4K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

9.90%

Shares3.0K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

0.47%

Shares8.3K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

-4.83%

Shares1.4K

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP

5.90%

Shares646

Event2026-03-31

Filed2026-05-08

MPLX

MPLX LP

334.22%

Shares16.6K

Event2026-03-31

Filed2026-05-08

EIX

EDISON INTL

8.34%

Shares12.4K

Event2026-03-31

Filed2026-05-08

WDC

WESTERN DIGITAL CORP

-13.53%

Shares3.3K

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC

1.11%

Shares1.6K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

7.02%

Shares4.2K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

33.53%

Shares8.9K

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO

15.66%

Shares14.0K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

2.67%

Shares3.8K

Event2026-03-31

Filed2026-05-08

XLE

SELECT SECTOR SPDR TR

-0.83%

Shares13.5K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

-2.99%

Shares195

Event2026-03-31

Filed2026-05-08

NOW

SERVICENOW INC

25.82%

Shares7.8K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

-28.60%

Shares5.5K

Event2026-03-31

Filed2026-05-08

GENERAL MTRS CO

1.42%

Shares10.9K

Event2026-03-31

Filed2026-05-08

FDX

FEDEX CORP

1.63%

Shares2.2K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

65.95%

Shares5.4K

Event2026-03-31

Filed2026-05-08

PCG

PG&E CORP

-8.65%

Shares44.1K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

2.67%

Shares1.1K

Event2026-03-31

Filed2026-05-08

JBHT

HUNT J B TRANS SVCS INC

0.73%

Shares3.6K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

3.30%

Shares2.8K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

13.59%

Shares3.0K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

-14.39%

Shares16.4K

Event2026-03-31

Filed2026-05-08

XEL

XCEL ENERGY INC

1.67%

Shares9.0K

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC

4.19%

Shares3.3K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

0.87%

Shares2.1K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

-0.80%

Shares3.4K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

10.24%

Shares8.9K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

12.09%

Shares4.6K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-2.75%

Shares1.1K

Event2026-03-31

Filed2026-05-08

AT&T INC

10.21%

Shares23.2K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

10.46%

Shares2.2K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

3.70%

Shares504

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

10.66%

Shares17.1K

Event2026-03-31

Filed2026-05-08

CITIGROUP INC

0.81%

Shares5.9K

Event2026-03-31

Filed2026-05-08

LINDE PLC

49.89%

Shares1.3K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares22.1K

Event2026-03-31

Filed2026-05-08

AGILENT TECHNOLOGIES INC

-3.19%

Shares5.6K

Event2026-03-31

Filed2026-05-08

SNOW

SNOWFLAKE INC

-0.56%

Shares4.3K

Event2026-03-31

Filed2026-05-08

ADBE

ADOBE INC

35.08%

Shares2.6K

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST

-0.47%

Shares17.5K

Event2026-03-31

Filed2026-05-08

AME

AMETEK INC

-2.22%

Shares2.9K

Event2026-03-31

Filed2026-05-08

RPM

RPM INTL INC

-2.71%

Shares6.2K

Event2026-03-31

Filed2026-05-08

CME

CME GROUP INC

2.15%

Shares2.1K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

1.43%

Shares2.8K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC

-1.01%

Shares4.9K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

-1.20%

Shares2.5K

Event2026-03-31

Filed2026-05-08

WEC ENERGY GROUP INC

-0.88%

Shares5.2K

Event2026-03-31

Filed2026-05-08

TPR

TAPESTRY INC

-29.78%

Shares4.2K

Event2026-03-31

Filed2026-05-08

VLO

VALERO ENERGY CORP

4.24%

Shares2.4K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

25.91%

Shares1.8K

Event2026-03-31

Filed2026-05-08

ILMN

ILLUMINA INC

-3.90%

Shares4.7K

Event2026-03-31

Filed2026-05-08

FCX

FREEPORT MCMORAN INC

3.84%

Shares9.7K

Event2026-03-31

Filed2026-05-08

BLACKROCK INC

36.57%

Shares590

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

2.73%

Shares977

Event2026-03-31

Filed2026-05-08

CPRT

COPART INC

4.00%

Shares17.0K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO

-9.73%

Shares2.2K

Event2026-03-31

Filed2026-05-08

ABNB

AIRBNB INC

34.25%

Shares4.3K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG

18.19%

Shares3.5K

Event2026-03-31

Filed2026-05-08

HAL

HALLIBURTON CO

-11.66%

Shares13.7K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

11.75%

Shares875

Event2026-03-31

Filed2026-05-08

DHR

DANAHER CORP DEL

16.73%

Shares2.8K

Event2026-03-31

Filed2026-05-08

STLD

STEEL DYNAMICS INC

10.61%

Shares2.9K

Event2026-03-31

Filed2026-05-08

SCHE

SCHWAB STRATEGIC TR

-8.72%

Shares15.7K

Event2026-03-31

Filed2026-05-08

FTI

TECHNIPFMC PLC

5.70%

Shares7.4K

Event2026-03-31

Filed2026-05-08

TRV

TRAVELERS COMPANIES INC

1.63%

Shares1.8K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

13.66%

Shares6.4K

Event2026-03-31

Filed2026-05-08

CNC

CENTENE CORP DEL

-21.38%

Shares15.5K

Event2026-03-31

Filed2026-05-08

INCY

INCYTE CORP

-7.69%

Shares5.4K

Event2026-03-31

Filed2026-05-08

IUSV

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-08

GILD

GILEAD SCIENCES INC

4.91%

Shares3.5K

Event2026-03-31

Filed2026-05-08

MNST

MONSTER BEVERAGE CORP NEW

-7.63%

Shares6.8K

Event2026-03-31

Filed2026-05-08

AON PLC

-6.50%

Shares1.5K

Event2026-03-31

Filed2026-05-08

VRSK

VERISK ANALYTICS INC

-2.32%

Shares2.6K

Event2026-03-31

Filed2026-05-08

JCI

JOHNSON CONTROLS INTERNATION

3.32%

Shares3.7K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

1.53%

Shares7.2K

Event2026-03-31

Filed2026-05-08

INTU

INTUIT

5.52%

Shares1.1K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66

2.46%

Shares2.6K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.39%

Shares1.4K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

-3.16%

Shares9.5K

Event2026-03-31

Filed2026-05-08

SPGI

S&P GLOBAL INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

HSBC

HSBC HLDGS PLC

0.69%

Shares5.6K

Event2026-03-31

Filed2026-05-08

REGN

REGENERON PHARMACEUTICALS

2.23%

Shares595

Event2026-03-31

Filed2026-05-08

UPRO

PROSHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

BYLD

ISHARES TR

3.06%

Shares19.9K

Event2026-03-31

Filed2026-05-08

TMO

THERMO FISHER SCIENTIFIC INC

0.88%

Shares912

Event2026-03-31

Filed2026-05-08

RALPH LAUREN CORP

3.25%

Shares1.3K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW

73.29%

Shares15.6K

Event2026-03-31

Filed2026-05-08

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

-8.04%

Shares6.4K

Event2026-03-31

Filed2026-05-08

CMG

CHIPOTLE MEXICAN GRILL INC

7.51%

Shares13.6K

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS INC

-7.61%

Shares777

Event2026-03-31

Filed2026-05-08

TOL

TOLL BROTHERS INC

-0.28%

Shares3.2K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

23.44%

Shares2.7K

Event2026-03-31

Filed2026-05-08

MTZ

MASTEC INC

-0.53%

Shares1.3K

Event2026-03-31

Filed2026-05-08

DVN

DEVON ENERGY CORP NEW

0.28%

Shares8.4K

Event2026-03-31

Filed2026-05-08

CINF

CINCINNATI FINL CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-08

FTNT

FORTINET INC

44.36%

Shares5.0K

Event2026-03-31

Filed2026-05-08

NOC

NORTHROP GRUMMAN CORP

1.52%

Shares603

Event2026-03-31

Filed2026-05-08

DINO

HF SINCLAIR CORP

-1.07%

Shares6.5K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

-6.52%

Shares8.0K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

25.79%

Shares3.9K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

13.54%

Shares2.1K

Event2026-03-31

Filed2026-05-08

ULTA

ULTA BEAUTY INC

2.28%

Shares763

Event2026-03-31

Filed2026-05-08

MLM

MARTIN MARIETTA MATLS INC

4.33%

Shares675

Event2026-03-31

Filed2026-05-08

SAN

BANCO SANTANDER SA

0.26%

Shares35.2K

Event2026-03-31

Filed2026-05-08

CFG

CITIZENS FINL GROUP INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-08

ECL

ECOLAB INC

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-08

MUFG

MITSUBISHI UFJ FINANCIAL GRO

6.84%

Shares22.8K

Event2026-03-31

Filed2026-05-08

IJS

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

4.08%

Shares1.2K

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares618

Event2026-03-31

Filed2026-05-08

VEEV

VEEVA SYS INC

-25.11%

Shares2.2K

Event2026-03-31

Filed2026-05-08

DAL

DELTA AIR LINES INC

9.01%

Shares5.7K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

7.30%

Shares1.1K

Event2026-03-31

Filed2026-05-08

SYF

SYNCHRONY FINANCIAL

8.11%

Shares5.6K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

3.02%

Shares444

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

-6.47%

Shares2.8K

Event2026-03-31

Filed2026-05-08

MFG

MIZUHO FINANCIAL GROUP INC

5.37%

Shares46.9K

Event2026-03-31

Filed2026-05-08

TER

TERADYNE INC

17.01%

Shares1.2K

Event2026-03-31

Filed2026-05-08

ZOOM COMMUNICATIONS INC

-27.66%

Shares4.5K

Event2026-03-31

Filed2026-05-08

VRSN

VERISIGN INC

-2.80%

Shares1.5K

Event2026-03-31

Filed2026-05-08

COF

CAPITAL ONE FINL CORP

-0.15%

Shares2.0K

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE INC

32.03%

Shares1.9K

Event2026-03-31

Filed2026-05-08

FHI

FEDERATED HERMES INC

0.44%

Shares6.2K

Event2026-03-31

Filed2026-05-08

UPS

UNITED PARCEL SVCS INC

-1.80%

Shares3.5K

Event2026-03-31

Filed2026-05-08

STT

STATE STR CORP

4.72%

Shares2.8K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

4.47%

Shares2.1K

Event2026-03-31

Filed2026-05-08

ORLY

OREILLY AUTOMOTIVE INC

-20.27%

Shares3.8K

Event2026-03-31

Filed2026-05-08

EVRG

EVERGY INC

4.75%

Shares4.2K

Event2026-03-31

Filed2026-05-08

THE CIGNA GROUP

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

NATWEST GROUP PLC

0.12%

Shares23.1K

Event2026-03-31

Filed2026-05-08

NTRA

NATERA INC

-6.36%

Shares1.7K

Event2026-03-31

Filed2026-05-08

SCHW

SCHWAB CHARLES CORP

8.99%

Shares3.6K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

18.88%

Shares957

Event2026-03-31

Filed2026-05-08

TRANE TECHNOLOGIES PLC

-18.41%

Shares820

Event2026-03-31

Filed2026-05-08

HWM

HOWMET AEROSPACE INC

-26.61%

Shares1.5K

Event2026-03-31

Filed2026-05-08

ARCELORMITTAL SA LUXEMBOURG

4.76%

Shares6.5K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

GSK PLC

0.79%

Shares6.1K

Event2026-03-31

Filed2026-05-08

GLOF

ISHARES TR

12.56%

Shares6.4K

Event2026-03-31

Filed2026-05-08

ICE

INTERCONTINENTAL EXCHANGE IN

-2.88%

Shares2.1K

Event2026-03-31

Filed2026-05-08

MTUM

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

MMM

3M CO

-25.86%

Shares2.3K

Event2026-03-31

Filed2026-05-08

EQIX

EQUINIX INC

New

Shares336

Event2026-03-31

Filed2026-05-08

UAL

UNITED AIRLS HLDGS INC

3.34%

Shares3.5K

Event2026-03-31

Filed2026-05-08

ROL

ROLLINS INC

-8.33%

Shares5.9K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

-1.93%

Shares2.8K

Event2026-03-31

Filed2026-05-08

TGT

TARGET CORP

New

Shares2.6K

Event2026-03-31

Filed2026-05-08

TOTL

SSGA ACTIVE ETF TR

1.59%

Shares7.9K

Event2026-03-31

Filed2026-05-08

FERGUSON ENTERPRISES INC

-0.96%

Shares1.3K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-3.94%

Shares3.2K

Event2026-03-31

Filed2026-05-08

MMC

MARSH & MCLENNAN COS INC

26.88%

Shares1.8K

Event2026-03-31

Filed2026-05-08

EME

EMCOR GROUP INC

14.44%

Shares420

Event2026-03-31

Filed2026-05-08

MKTX

MARKETAXESS HLDGS INC

-12.80%

Shares1.9K

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP

12.20%

Shares2.6K

Event2026-03-31

Filed2026-05-08

EXPE

EXPEDIA GROUP INC

-17.12%

Shares1.3K

Event2026-03-31

Filed2026-05-08

KROGER CO

-2.90%

Shares4.2K

Event2026-03-31

Filed2026-05-08

TMUS

T-MOBILE US INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

TAK

TAKEDA PHARMACEUTICAL CO LTD

1.05%

Shares16.2K

Event2026-03-31

Filed2026-05-08

WAB

WABTEC

-0.08%

Shares1.2K

Event2026-03-31

Filed2026-05-08

TXT

TEXTRON INC

0.89%

Shares3.4K

Event2026-03-31

Filed2026-05-08

BBVA

BANCO BILBAO VIZCAYA ARGENTA

0.00%

Shares13.7K

Event2026-03-31

Filed2026-05-08

BTI

BRITISH AMERN TOB PLC

38.71%

Shares5.1K

Event2026-03-31

Filed2026-05-08

LECO

LINCOLN ELEC HLDGS INC

2.86%

Shares1.2K

Event2026-03-31

Filed2026-05-08

RGLD

ROYAL GOLD INC

-1.19%

Shares1.2K

Event2026-03-31

Filed2026-05-08

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares770

Event2026-03-31

Filed2026-05-08

DISV

DIMENSIONAL ETF TRUST

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

-36.57%

Shares3.3K

Event2026-03-31

Filed2026-05-08

GRMN

GARMIN LTD

15.69%

Shares1.2K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

USMV

ISHARES TR

3.49%

Shares3.1K

Event2026-03-31

Filed2026-05-08

CCK

CROWN HLDGS INC

0.14%

Shares2.8K

Event2026-03-31

Filed2026-05-08

ETR

ENTERGY CORP NEW

1.37%

Shares2.5K

Event2026-03-31

Filed2026-05-08

MOH

MOLINA HEALTHCARE INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

CIEN

CIENA CORP

-53.57%

Shares721

Event2026-03-31

Filed2026-05-08

AXS

AXIS CAP HLDGS LTD

5.38%

Shares2.7K

Event2026-03-31

Filed2026-05-08

VLY

VALLEY NATL BANCORP

0.14%

Shares22.3K

Event2026-03-31

Filed2026-05-08

NTRS

NORTHERN TR CORP

1.82%

Shares2.0K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC IRELAND

-35.36%

Shares1.4K

Event2026-03-31

Filed2026-05-08

AEP

AMERICAN ELEC PWR CO INC

3.46%

Shares2.1K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

5.12%

Shares9.4K

Event2026-03-31

Filed2026-05-08

ALL

ALLSTATE CORP

16.18%

Shares1.3K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

6.14%

Shares743

Event2026-03-31

Filed2026-05-08

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

CARLYLE GROUP INC

1.57%

Shares5.4K

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC

29.24%

Shares3.6K

Event2026-03-31

Filed2026-05-08

BCS

BARCLAYS PLC

0.75%

Shares12.1K

Event2026-03-31

Filed2026-05-08

NBIX

NEUROCRINE BIOSCIENCES INC

-4.76%

Shares1.9K

Event2026-03-31

Filed2026-05-08

UGI

UGI CORP NEW

-0.34%

Shares7.0K

Event2026-03-31

Filed2026-05-08

CRH PLC

8.85%

Shares2.4K

Event2026-03-31

Filed2026-05-08

KMX

CARMAX INC

-13.01%

Shares6.1K

Event2026-03-31

Filed2026-05-08

ROP

ROPER TECHNOLOGIES INC

-19.21%

Shares715

Event2026-03-31

Filed2026-05-08

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-08

OSK

OSHKOSH CORP

0.18%

Shares1.7K

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP

-10.85%

Shares3.5K

Event2026-03-31

Filed2026-05-08

IQLT

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-08

MDB

MONGODB INC

23.42%

Shares1.0K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

EXEL

EXELIXIS INC

-10.07%

Shares5.8K

Event2026-03-31

Filed2026-05-08

BDX

BECTON DICKINSON & CO

-3.65%

Shares1.6K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

-2.11%

Shares2.6K

Event2026-03-31

Filed2026-05-08

VIS

VANGUARD WORLD FD

0.00%

Shares781

Event2026-03-31

Filed2026-05-08

PTY

PIMCO CORPORATE & INCOME OPP

4.58%

Shares20.1K

Event2026-03-31

Filed2026-05-08

GARTNER INC

1.66%

Shares1.5K

Event2026-03-31

Filed2026-05-08

IWS

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-08

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares796

Event2026-03-31

Filed2026-05-08

TRU

TRANSUNION

-21.93%

Shares3.5K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

4.33%

Shares1.3K

Event2026-03-31

Filed2026-05-08

BURL

BURLINGTON STORES INC

New

Shares738

Event2026-03-31

Filed2026-05-08

BMRN

BIOMARIN PHARMACEUTICAL INC

-6.33%

Shares4.2K

Event2026-03-31

Filed2026-05-08

NUE

NUCOR CORP

3.02%

Shares1.4K

Event2026-03-31

Filed2026-05-08

USB

US BANCORP

6.62%

Shares4.5K

Event2026-03-31

Filed2026-05-08

IQV

IQVIA HLDGS INC

-16.65%

Shares1.4K

Event2026-03-31

Filed2026-05-08

TSN

TYSON FOODS INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-08

DUPONT DE NEMOURS INC

New

Shares5.1K

Event2026-03-31

Filed2026-05-08

LNC

LINCOLN NATL CORP IND

-1.85%

Shares6.6K

Event2026-03-31

Filed2026-05-08

ANF

ABERCROMBIE & FITCH CO

46.98%

Shares2.5K

Event2026-03-31

Filed2026-05-08

EVR

EVERCORE INC

1.84%

Shares773

Event2026-03-31

Filed2026-05-08

XLY

SELECT SECTOR SPDR TR

-9.85%

Shares2.1K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER L P

-22.61%

Shares11.9K

Event2026-03-31

Filed2026-05-08

RBLX

ROBLOX CORP

-47.17%

Shares4.0K

Event2026-03-31

Filed2026-05-08

DELL

DELL TECHNOLOGIES INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL INC

34.71%

Shares489

Event2026-03-31

Filed2026-05-08

OXY

OCCIDENTAL PETE CORP

New

Shares3.5K

Event2026-03-31

Filed2026-05-08

DHI

D R HORTON INC

-21.91%

Shares1.6K

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP

New

Shares912

Event2026-03-31

Filed2026-05-08

MLI

MUELLER INDS INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP

-40.53%

Shares1.1K

Event2026-03-31

Filed2026-05-08

HBAN

HUNTINGTON BANCSHARES INC

-22.22%

Shares14.1K

Event2026-03-31

Filed2026-05-08

DOV

DOVER CORP

3.51%

Shares1.1K

Event2026-03-31

Filed2026-05-08

NET

CLOUDFLARE INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

TRADEWEB MKTS INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

0.00%

Shares253

Event2026-03-31

Filed2026-05-08

BSX

BOSTON SCIENTIFIC CORP

New

Shares3.5K

Event2026-03-31

Filed2026-05-08

FHN

FIRST HORIZON CORPORATION

0.48%

Shares9.5K

Event2026-03-31

Filed2026-05-08

SONY

SONY GROUP CORP

-16.65%

Shares10.4K

Event2026-03-31

Filed2026-05-08

BIIB

BIOGEN INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

TXRH

TEXAS ROADHOUSE INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

LULU

LULULEMON ATHLETICA INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

IFF

INTERNATIONAL FLAVORS&FRAGRA

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

MANH

MANHATTAN ASSOCIATES INC

-3.74%

Shares1.6K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

-13.70%

Shares1.6K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

-0.53%

Shares4.1K

Event2026-03-31

Filed2026-05-08

HCA

HCA HEALTHCARE INC

0.23%

Shares437

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-08

CTVA

CORTEVA INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

FIRST TR EXCHNG TRADED FD VI

2.20%

Shares12.1K

Event2026-03-31

Filed2026-05-08

MSCI

MSCI INC

New

Shares379

Event2026-03-31

Filed2026-05-08

DFEM

DIMENSIONAL ETF TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-08

CGSM

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.4K

Event2026-03-31

Filed2026-05-08

AZO

AUTOZONE INC

-6.25%

Shares60

Event2026-03-31

Filed2026-05-08

CSX

CSX CORP

New

Shares4.9K

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN

23.30%

Shares995

Event2026-03-31

Filed2026-05-08

NEM

NEWMONT CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

BROADRIDGE FINL SOLUTIONS IN

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

PEN

PENUMBRA INC

-7.41%

Shares612

Event2026-03-31

Filed2026-05-08

ELECTRONIC ARTS INC

-1.60%

Shares982

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

32.37%

Shares920

Event2026-03-31

Filed2026-05-08

SENTINELONE INC

New

Shares14.6K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

PPA

INVESCO EXCHANGE TRADED FD T

-1.93%

Shares1.0K

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR

-6.28%

Shares1.0K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

0.00%

Shares359

Event2026-03-31

Filed2026-05-08

TQQQ

PROSHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

New

Shares221

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-37.05%

Shares547

Event2026-03-31

Filed2026-05-08

DNP

DNP SELECT INCOME FD INC

1.92%

Shares13.0K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

-14.45%

Shares302

Event2026-03-31

Filed2026-05-08

NMR

NOMURA HLDGS INC

5.24%

Shares16.0K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

-13.05%

Shares853

Event2026-03-31

Filed2026-05-08

XSVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

SPMD

SPDR SERIES TRUST

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

EMXC

ISHARES INC

-5.90%

Shares1.5K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

SCHM

SCHWAB STRATEGIC TR

-4.22%

Shares3.7K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

0.00%

Shares500

Event2026-03-31

Filed2026-05-08

IDV

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

VXF

VANGUARD INDEX FDS

0.00%

Shares527

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

JPEM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-08

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares933

Event2026-03-31

Filed2026-05-08

IWO

ISHARES TR

0.00%

Shares318

Event2026-03-31

Filed2026-05-08

GAB

GABELLI EQUITY TR INC

44.79%

Shares17.4K

Event2026-03-31

Filed2026-05-08

WIT

WIPRO LTD

148.21%

Shares41.6K

Event2026-03-31

Filed2026-05-08

IWP

ISHARES TR

0.00%

Shares676

Event2026-03-31

Filed2026-05-08

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-08

IYW

ISHARES TR

0.00%

Shares454

Event2026-03-31

Filed2026-05-08

SDY

SPDR SERIES TRUST

New

Shares553

Event2026-03-31

Filed2026-05-08

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

0.00%

Shares299

Event2026-03-31

Filed2026-05-08

VTWV

VANGUARD SCOTTSDALE FDS

New

Shares421

Event2026-03-31

Filed2026-05-08

SMLF

ISHARES TR

13.99%

Shares929

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR

0.00%

Shares178

Event2026-03-31

Filed2026-05-08

ISCF

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

IYK

ISHARES TR

0.44%

Shares682

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

0.00%

Shares228

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares894

Event2026-03-31

Filed2026-05-08

BOND

PIMCO ETF TR

0.00%

Shares462

Event2026-03-31

Filed2026-05-08

SPHQ

INVESCO EXCHANGE TRADED FD T

28.05%

Shares566

Event2026-03-31

Filed2026-05-08

NWL

NEWELL BRANDS INC

New

Shares12.1K

Event2026-03-31

Filed2026-05-08

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-08

EFAV

ISHARES TR

-79.50%

Shares433

Event2026-03-31

Filed2026-05-08

DFSB

DIMENSIONAL ETF TRUST

128.09%

Shares682

Event2026-03-31

Filed2026-05-08

CGCB

CAPITAL GRP FIXED INCM ETF T

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares466

Event2026-03-31

Filed2026-05-08

ITA

ISHARES TR

0.00%

Shares150

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

0.00%

Shares334

Event2026-03-31

Filed2026-05-08

MXI

ISHARES TR

0.00%

Shares298

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

0.00%

Shares455

Event2026-03-31

Filed2026-05-08

IJK

ISHARES TR

0.00%

Shares281

Event2026-03-31

Filed2026-05-08

IXC

ISHARES TR

0.00%

Shares475

Event2026-03-31

Filed2026-05-08

SOXX

ISHARES TR

0.00%

Shares83

Event2026-03-31

Filed2026-05-08

EFV

ISHARES TR

0.00%

Shares362

Event2026-03-31

Filed2026-05-08

NTSX

WISDOMTREE TR

0.21%

Shares473

Event2026-03-31

Filed2026-05-08

DJD

INVESCO EXCHANGE TRADED FD T

New

Shares405

Event2026-03-31

Filed2026-05-08

REET

ISHARES TR

0.00%

Shares948

Event2026-03-31

Filed2026-05-08

VIOG

VANGUARD ADMIRAL FDS INC

-21.03%

Shares169

Event2026-03-31

Filed2026-05-08

KRE

SPDR SERIES TRUST

New

Shares305

Event2026-03-31

Filed2026-05-08

EMNT

PIMCO ETF TR

New

Shares195

Event2026-03-31

Filed2026-05-08

IMCB

ISHARES TR

0.00%

Shares228

Event2026-03-31

Filed2026-05-08

IVOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares178

Event2026-03-31

Filed2026-05-08

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares254

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.00%

Shares295

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

New

Shares167

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares234

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

0.00%

Shares101

Event2026-03-31

Filed2026-05-08

TIP

ISHARES TR

New

Shares105

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR

-10.14%

Shares248

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares200

Event2026-03-31

Filed2026-05-08

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares98

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares120

Event2026-03-31

Filed2026-05-08

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares200

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

New

Shares81

Event2026-03-31

Filed2026-05-08

SMMV

ISHARES TR

0.00%

Shares175

Event2026-03-31

Filed2026-05-08

CGCP

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares338

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

New

Shares100

Event2026-03-31

Filed2026-05-08

XMHQ

INVESCO EXCHANGE TRADED FD T

New

Shares43

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares52

Event2026-03-31

Filed2026-05-08

MBB

ISHARES TR

New

Shares28

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR

New

Shares75

Event2026-03-31

Filed2026-05-08

SCZ

ISHARES TR

0.00%

Shares25

Event2026-03-31

Filed2026-05-08

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares35

Event2026-03-31

Filed2026-05-08

IYH

ISHARES TR

0.00%

Shares25

Event2026-03-31

Filed2026-05-08

SPSB

SPDR SERIES TRUST

New

Shares42

Event2026-03-31

Filed2026-05-08

GABELLI EQUITY TR INC

New

Shares17.0K

Event2026-03-31

Filed2026-05-08

XMMO

INVESCO EXCHANGE TRADED FD T

New

SharesN/A

Event2026-03-31

Filed2026-05-08

Call Option Holdings

ALPHABET INC Call CallALPHABET INC100 shares0.00%2026-03-312026-05-08

ALPHABET INC Call

ALPHABET INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-08

Put Option Holdings

No put option holdings data available