Sponsored
The Analysis of TFC Financial Management, Inc.'s Holdings & P&L
Currently, TFC Financial Management, Inc. holds 998 types of securities in its portfolio with a total value $811.6M. In the most recent quarter, they have increased their positions in VTWG (+82.4K shares, valued at $18.9M), SHY (+58.2K shares, valued at $4.8M), ESML (+75.0K shares, valued at $3.5M); decreased their positions in IDEV (-29.1K shares, valued at $2.4M), IEMG (-14.4K shares, valued at $1.0M), DFAT (-15.7K shares, valued at $979.8K); initiated new positions in VTWG (+82.4K shares, valued at $18.9M), HTFL (+55.6K shares, valued at $1.4M), N/A (+1.7K shares, valued at $194.1K).
1M P&L
+24.0M+2.84%
3M P&L
+25.7M+3.05%
HY P&L
+75.6M+9.53%
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/A692.4M
87.9%
2Drug Manufacturers - General14.0M
1.8%
3Consumer Electronics11.0M
1.4%
Top Industries by Stock Count
1N/A131 stocks
14.1%
2Biotechnology42 stocks
4.5%
3Banks - Regional34 stocks
3.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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IVV
0.49%ISHARES TR
Shares333.1K
Event2026-03-31
Filed2026-04-23
IDEV
-2.08%ISHARES TR
Shares1.4M
Event2026-03-31
Filed2026-04-23
SHY
6.24%ISHARES TR
Shares990.7K
Event2026-03-31
Filed2026-04-23
IEMG
-1.87%ISHARES INC
Shares756.0K
Event2026-03-31
Filed2026-04-23
JQUA
1.95%J P MORGAN EXCHANGE TRADED F
Shares745.6K
Event2026-03-31
Filed2026-04-23
DFUV
-0.86%DIMENSIONAL ETF TRUST
Shares909.2K
Event2026-03-31
Filed2026-04-23
DFAT
-3.69%DIMENSIONAL ETF TRUST
Shares409.0K
Event2026-03-31
Filed2026-04-23
VTWG
NewVANGUARD SCOTTSDALE FDS
Shares82.4K
Event2026-03-31
Filed2026-04-23
VV
6.95%VANGUARD INDEX FDS
Shares51.3K
Event2026-03-31
Filed2026-04-23
JNJ
-1.23%JOHNSON & JOHNSON
Shares49.2K
Event2026-03-31
Filed2026-04-23
AAPL
-6.34%APPLE INC
Shares43.2K
Event2026-03-31
Filed2026-04-23
NUEM
-0.05%NUSHARES ETF TR
Shares292.6K
Event2026-03-31
Filed2026-04-23
BSV
2.48%VANGUARD BD INDEX FDS
Shares108.9K
Event2026-03-31
Filed2026-04-23
XOM
0.34%EXXON MOBIL CORP
Shares40.7K
Event2026-03-31
Filed2026-04-23
MSFT
-2.16%MICROSOFT CORP
Shares16.1K
Event2026-03-31
Filed2026-04-23
BERKSHIRE HATHAWAY INC DEL
-11.16%BERKSHIRE HATHAWAY INC DEL
Shares11.7K
Event2026-03-31
Filed2026-04-23
MERCK & CO INC
0.00%MERCK & CO INC
Shares38.6K
Event2026-03-31
Filed2026-04-23
BND
6.04%VANGUARD BD INDEX FDS
Shares56.6K
Event2026-03-31
Filed2026-04-23
NVDA
-3.16%NVIDIA CORPORATION
Shares23.8K
Event2026-03-31
Filed2026-04-23
ESML
1952.84%ISHARES TR
Shares78.8K
Event2026-03-31
Filed2026-04-23
ITOT
0.05%ISHARES TR
Shares25.7K
Event2026-03-31
Filed2026-04-23
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares5
Event2026-03-31
Filed2026-04-23
IBM
-2.44%INTERNATIONAL BUSINESS MACHS
Shares12.5K
Event2026-03-31
Filed2026-04-23
IWB
0.01%ISHARES TR
Shares7.8K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
-2.08%ALPHABET INC
Shares9.4K
Event2026-03-31
Filed2026-04-23
JSTC
5.70%TIDAL TRUST I
Shares131.4K
Event2026-03-31
Filed2026-04-23
VB
-2.96%VANGUARD INDEX FDS
Shares9.6K
Event2026-03-31
Filed2026-04-23
ACCENTURE PLC IRELAND
-0.43%ACCENTURE PLC IRELAND
Shares12.2K
Event2026-03-31
Filed2026-04-23
ONB
-6.46%OLD NATL BANCORP IND
Shares101.4K
Event2026-03-31
Filed2026-04-23
QUAL
-2.69%ISHARES TR
Shares11.6K
Event2026-03-31
Filed2026-04-23
SPY
18.01%STATE STR SPDR S&P 500 ETF T
Shares3.4K
Event2026-03-31
Filed2026-04-23
VTI
11.68%VANGUARD INDEX FDS
Shares6.6K
Event2026-03-31
Filed2026-04-23
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares6.1K
Event2026-03-31
Filed2026-04-23
GE AEROSPACE
-0.30%GE AEROSPACE
Shares7.3K
Event2026-03-31
Filed2026-04-23
VXF
-0.31%VANGUARD INDEX FDS
Shares9.9K
Event2026-03-31
Filed2026-04-23
AMZN
2.48%AMAZON COM INC
Shares9.6K
Event2026-03-31
Filed2026-04-23
JPM
2.27%JPMORGAN CHASE & CO
Shares6.8K
Event2026-03-31
Filed2026-04-23
VANGUARD INDEX FDS
1.68%VANGUARD INDEX FDS
Shares3.1K
Event2026-03-31
Filed2026-04-23
IJR
6.74%ISHARES TR
Shares13.7K
Event2026-03-31
Filed2026-04-23
IEFA
10.31%ISHARES TR
Shares18.3K
Event2026-03-31
Filed2026-04-23
EFA
0.00%ISHARES TR
Shares15.3K
Event2026-03-31
Filed2026-04-23
PWRD
-12.41%TCW ETF TRUST
Shares15.1K
Event2026-03-31
Filed2026-04-23
GEV
0.06%GE VERNOVA INC
Shares1.7K
Event2026-03-31
Filed2026-04-23
HTFL
NewHEARTFLOW INC
Shares55.6K
Event2026-03-31
Filed2026-04-23
EXPE
0.00%EXPEDIA GROUP INC
Shares5.5K
Event2026-03-31
Filed2026-04-23
MA
-2.64%MASTERCARD INCORPORATED
Shares2.5K
Event2026-03-31
Filed2026-04-23
WMT
-5.71%WALMART INC
Shares10.1K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
-8.52%ALPHABET INC
Shares4.3K
Event2026-03-31
Filed2026-04-23
VO
0.29%VANGUARD INDEX FDS
Shares4.2K
Event2026-03-31
Filed2026-04-23
PG
-8.54%PROCTER & GAMBLE CO
Shares8.2K
Event2026-03-31
Filed2026-04-23
VTV
19.09%VANGUARD INDEX FDS
Shares6.0K
Event2026-03-31
Filed2026-04-23
META
2.33%META PLATFORMS INC
Shares2.0K
Event2026-03-31
Filed2026-04-23
SUSA
0.00%ISHARES TR
Shares8.7K
Event2026-03-31
Filed2026-04-23
COST
-4.95%COSTCO WHOLESALE CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-04-23
IWF
5.51%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-04-23
MMM
-1.60%3M CO
Shares7.0K
Event2026-03-31
Filed2026-04-23
NUDM
-4.06%NUSHARES ETF TR
Shares26.6K
Event2026-03-31
Filed2026-04-23
SHOP
0.00%SHOPIFY INC
Shares7.6K
Event2026-03-31
Filed2026-04-23
DDOG
0.07%DATADOG INC
Shares7.6K
Event2026-03-31
Filed2026-04-23
DVY
-2.31%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-04-23
DHS
-2.75%WISDOMTREE TR
Shares7.9K
Event2026-03-31
Filed2026-04-23
HD
0.82%HOME DEPOT INC
Shares2.3K
Event2026-03-31
Filed2026-04-23
LLY
-8.84%ELI LILLY & CO
Shares784
Event2026-03-31
Filed2026-04-23
MO
0.00%ALTRIA GROUP INC
Shares10.8K
Event2026-03-31
Filed2026-04-23
ABBV
-8.86%ABBVIE INC
Shares3.2K
Event2026-03-31
Filed2026-04-23
ABT
-0.14%ABBOTT LABORATORIES
Shares6.5K
Event2026-03-31
Filed2026-04-23
BROADCOM INC
-2.08%BROADCOM INC
Shares2.1K
Event2026-03-31
Filed2026-04-23
TJX
-0.51%TJX COS INC NEW
Shares3.9K
Event2026-03-31
Filed2026-04-23
ISRG
0.00%INTUITIVE SURGICAL INC
Shares1.3K
Event2026-03-31
Filed2026-04-23
V
5.74%VISA INC
Shares1.9K
Event2026-03-31
Filed2026-04-23
ADP
-5.33%AUTOMATIC DATA PROCESSING IN
Shares2.8K
Event2026-03-31
Filed2026-04-23
AMSC
0.00%AMERICAN SUPERCONDUCTOR CORP
Shares16.7K
Event2026-03-31
Filed2026-04-23
IJH
70.90%ISHARES TR
Shares8.3K
Event2026-03-31
Filed2026-04-23
PM
-1.94%PHILIP MORRIS INTL INC
Shares3.4K
Event2026-03-31
Filed2026-04-23
CVNA
-2.75%CARVANA CO
Shares1.7K
Event2026-03-31
Filed2026-04-23
CL
0.00%COLGATE PALMOLIVE CO
Shares6.3K
Event2026-03-31
Filed2026-04-23
IWR
-1.96%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-04-23
CVX
0.00%CHEVRON CORPORATION
Shares2.5K
Event2026-03-31
Filed2026-04-23
IDV
-11.83%ISHARES TR
Shares12.1K
Event2026-03-31
Filed2026-04-23
GS
3.25%GOLDMAN SACHS GROUP INC
Shares604
Event2026-03-31
Filed2026-04-23
MDLZ
-3.26%MONDELEZ INTL INC
Shares7.9K
Event2026-03-31
Filed2026-04-23
DFAW
56.33%DIMENSIONAL ETF TRUST
Shares6.1K
Event2026-03-31
Filed2026-04-23
BNL
0.00%BROADSTONE NET LEASE INC
Shares24.1K
Event2026-03-31
Filed2026-04-23
FTEC
0.00%FIDELITY COVINGTON TRUST
Shares2.0K
Event2026-03-31
Filed2026-04-23
GPC
-0.10%GENUINE PARTS CO
Shares3.9K
Event2026-03-31
Filed2026-04-23
NEE
0.00%NEXTERA ENERGY INC
Shares4.4K
Event2026-03-31
Filed2026-04-23
TSLA
-6.03%TESLA INC
Shares1.1K
Event2026-03-31
Filed2026-04-23
IXUS
0.00%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-04-23
CTVA
-11.20%CORTEVA INC
Shares4.6K
Event2026-03-31
Filed2026-04-23
RTX
-14.20%RTX CORPORATION
Shares2.0K
Event2026-03-31
Filed2026-04-23
TTD
9.05%THE TRADE DESK INC
Shares16.4K
Event2026-03-31
Filed2026-04-23
IQLT
-24.53%ISHARES TR
Shares8.0K
Event2026-03-31
Filed2026-04-23
ADI
-9.73%ANALOG DEVICES INC
Shares1.1K
Event2026-03-31
Filed2026-04-23
THE CIGNA GROUP
-21.12%THE CIGNA GROUP
Shares1.4K
Event2026-03-31
Filed2026-04-23
FFIN
0.00%FIRST FINL BANKSHARES INC
Shares12.2K
Event2026-03-31
Filed2026-04-23
CSCO
-12.24%CISCO SYS INC
Shares4.5K
Event2026-03-31
Filed2026-04-23
MCD
0.00%MCDONALDS CORP
Shares1.1K
Event2026-03-31
Filed2026-04-23
IGM
0.00%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-04-23
SPGI
0.00%S&P GLOBAL INC
Shares782
Event2026-03-31
Filed2026-04-23
VUG
31.92%VANGUARD INDEX FDS
Shares748
Event2026-03-31
Filed2026-04-23
WM
0.00%WASTE MGMT INC DEL
Shares1.4K
Event2026-03-31
Filed2026-04-23
XLK
0.04%SELECT SECTOR SPDR TR
Shares2.4K
Event2026-03-31
Filed2026-04-23
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares938
Event2026-03-31
Filed2026-04-23
KO
-0.05%COCA COLA CO
Shares4.2K
Event2026-03-31
Filed2026-04-23
DIS
-5.93%DISNEY WALT CO
Shares3.2K
Event2026-03-31
Filed2026-04-23
CRM
-7.86%SALESFORCE INC
Shares1.6K
Event2026-03-31
Filed2026-04-23
PEP
-19.80%PEPSICO INC
Shares1.9K
Event2026-03-31
Filed2026-04-23
IWD
34.77%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-04-23
EMR
0.00%EMERSON ELEC CO
Shares2.1K
Event2026-03-31
Filed2026-04-23
CVLC
0.00%MORGAN STANLEY ETF TRUST
Shares3.5K
Event2026-03-31
Filed2026-04-23
SYK
-1.41%STRYKER CORPORATION
Shares839
Event2026-03-31
Filed2026-04-23
VBR
1.29%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-04-23
MS
4.46%MORGAN STANLEY
Shares1.6K
Event2026-03-31
Filed2026-04-23
AXP
0.00%AMERICAN EXPRESS CO
Shares848
Event2026-03-31
Filed2026-04-23
INVESCO EXCHANGE TRADED FD T
0.38%INVESCO EXCHANGE TRADED FD T
Shares1.3K
Event2026-03-31
Filed2026-04-23
VWO
-11.75%VANGUARD INTL EQUITY INDEX F
Shares4.7K
Event2026-03-31
Filed2026-04-23
LOW
-11.73%LOWES COS INC
Shares1.1K
Event2026-03-31
Filed2026-04-23
TMUS
-9.36%T-MOBILE US INC
Shares1.1K
Event2026-03-31
Filed2026-04-23
JEPQ
0.00%J P MORGAN EXCHANGE TRADED F
Shares4.2K
Event2026-03-31
Filed2026-04-23
JHMM
0.00%JOHN HANCOCK EXCHANGE TRADED
Shares3.5K
Event2026-03-31
Filed2026-04-23
VBK
3.10%VANGUARD INDEX FDS
Shares766
Event2026-03-31
Filed2026-04-23
ASML
-20.55%ASML HLDG NV
Shares174
Event2026-03-31
Filed2026-04-23
INVESCO QQQ TR
0.26%INVESCO QQQ TR
Shares389
Event2026-03-31
Filed2026-04-23
ITW
-3.17%ILLINOIS TOOL WKS INC
Shares825
Event2026-03-31
Filed2026-04-23
SCHF
0.00%SCHWAB STRATEGIC TR
Shares8.5K
Event2026-03-31
Filed2026-04-23
QUS
0.00%SPDR SERIES TRUST
Shares1.2K
Event2026-03-31
Filed2026-04-23
EATON CORP PLC
-6.85%EATON CORP PLC
Shares571
Event2026-03-31
Filed2026-04-23
LMT
0.00%LOCKHEED MARTIN CORP
Shares333
Event2026-03-31
Filed2026-04-23
VYM
462.45%VANGUARD WHITEHALL FDS
Shares1.3K
Event2026-03-31
Filed2026-04-23
SPG
0.00%SIMON PPTY GROUP INC NEW
Shares1.1K
Event2026-03-31
Filed2026-04-23
AMAT
0.70%APPLIED MATLS INC
Shares576
Event2026-03-31
Filed2026-04-23
UNH
-32.99%UNITEDHEALTH GROUP INC
Shares721
Event2026-03-31
Filed2026-04-23
QNITY ELECTRONICS INC
NewQNITY ELECTRONICS INC
Shares1.7K
Event2026-03-31
Filed2026-04-23
VIG
0.45%VANGUARD SPECIALIZED FUNDS
Shares896
Event2026-03-31
Filed2026-04-23
LINDE PLC
-13.27%LINDE PLC
Shares379
Event2026-03-31
Filed2026-04-23
CARR
-1.13%CARRIER GLOBAL CORPORATION
Shares3.3K
Event2026-03-31
Filed2026-04-23
PSX
-13.59%PHILLIPS 66
Shares1.0K
Event2026-03-31
Filed2026-04-23
ARISTA NETWORKS INC
0.00%ARISTA NETWORKS INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
KKR & CO INC
-16.93%KKR & CO INC
Shares1.8K
Event2026-03-31
Filed2026-04-23
ULS
0.00%UL SOLUTIONS INC
Shares1.9K
Event2026-03-31
Filed2026-04-23
ROK
-8.02%ROCKWELL AUTOMATION INC
Shares459
Event2026-03-31
Filed2026-04-23
ATR
0.00%APTARGROUP INC
Shares1.3K
Event2026-03-31
Filed2026-04-23
VXUS
0.09%VANGUARD STAR FDS
Shares2.1K
Event2026-03-31
Filed2026-04-23
CME
0.00%CME GROUP INC
Shares546
Event2026-03-31
Filed2026-04-23
STT
0.00%STATE STR CORP
Shares1.2K
Event2026-03-31
Filed2026-04-23
DHR
-0.72%DANAHER CORP DEL
Shares825
Event2026-03-31
Filed2026-04-23
CVIE
0.00%MORGAN STANLEY ETF TRUST
Shares2.1K
Event2026-03-31
Filed2026-04-23
APH
-22.63%AMPHENOL CORP
Shares1.2K
Event2026-03-31
Filed2026-04-23
GEHC
-0.95%GE HEALTHCARE TECHNOLOGIES I
Shares2.2K
Event2026-03-31
Filed2026-04-23
RPM
-0.06%RPM INTL INC
Shares1.6K
Event2026-03-31
Filed2026-04-23
VFMF
0.00%VANGUARD WELLINGTON FD
Shares979
Event2026-03-31
Filed2026-04-23
ESGE
0.00%ISHARES INC
Shares3.3K
Event2026-03-31
Filed2026-04-23
IJJ
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-23
PAYX
-0.18%PAYCHEX INC
Shares1.6K
Event2026-03-31
Filed2026-04-23
DUPONT DE NEMOURS INC
0.00%DUPONT DE NEMOURS INC
Shares3.3K
Event2026-03-31
Filed2026-04-23
DE
0.76%DEERE & CO
Shares264
Event2026-03-31
Filed2026-04-23
SCZ
-18.95%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-04-23
GILD
0.00%GILEAD SCIENCES INC
Shares1.0K
Event2026-03-31
Filed2026-04-23
HON
15.91%HONEYWELL INTL INC
Shares641
Event2026-03-31
Filed2026-04-23
CHD
0.00%CHURCH & DWIGHT CO INC
Shares1.5K
Event2026-03-31
Filed2026-04-23
XYL
0.00%XYLEM INC
Shares1.2K
Event2026-03-31
Filed2026-04-23
IVW
NewISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-23
PANW
111.06%PALO ALTO NETWORKS INC
Shares878
Event2026-03-31
Filed2026-04-23
BAC
-7.80%BANK AMERICA CORP
Shares2.9K
Event2026-03-31
Filed2026-04-23
IWV
0.00%ISHARES TR
Shares375
Event2026-03-31
Filed2026-04-23
DFIV
-13.41%DIMENSIONAL ETF TRUST
Shares2.6K
Event2026-03-31
Filed2026-04-23
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares307
Event2026-03-31
Filed2026-04-23
PLD
0.00%PROLOGIS INC.
Shares1.0K
Event2026-03-31
Filed2026-04-23
T
0.00%AT&T INC
Shares4.6K
Event2026-03-31
Filed2026-04-23
UNP
0.00%UNION PAC CORP
Shares543
Event2026-03-31
Filed2026-04-23
DFAS
0.00%DIMENSIONAL ETF TRUST
Shares1.8K
Event2026-03-31
Filed2026-04-23
VRT
-3.72%VERTIV HOLDINGS CO
Shares518
Event2026-03-31
Filed2026-04-23
AVUS
0.00%AMERICAN CENTY ETF TR
Shares1.2K
Event2026-03-31
Filed2026-04-23
CCK
0.00%CROWN HLDGS INC
Shares1.3K
Event2026-03-31
Filed2026-04-23
ZTS
0.18%ZOETIS INC
Shares1.1K
Event2026-03-31
Filed2026-04-23
GVI
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-23
VYMI
0.00%VANGUARD WHITEHALL FDS
Shares1.3K
Event2026-03-31
Filed2026-04-23
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares951
Event2026-03-31
Filed2026-04-23
BDX
0.00%BECTON DICKINSON & CO
Shares792
Event2026-03-31
Filed2026-04-23
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares1.1K
Event2026-03-31
Filed2026-04-23
DFAC
0.00%DIMENSIONAL ETF TRUST
Shares3.1K
Event2026-03-31
Filed2026-04-23
CHGX1
0.00%EA SERIES TRUST
Shares4.5K
Event2026-03-31
Filed2026-04-23
PCAR
0.00%PACCAR INC
Shares1.0K
Event2026-03-31
Filed2026-04-23
PHO
0.17%INVESCO EXCHANGE TRADED FD T
Shares1.8K
Event2026-03-31
Filed2026-04-23
FUL
0.00%FULLER H B CO
Shares1.8K
Event2026-03-31
Filed2026-04-23
IWP
16.23%ISHARES TR
Shares888
Event2026-03-31
Filed2026-04-23
VT
0.24%VANGUARD INTL EQUITY INDEX F
Shares820
Event2026-03-31
Filed2026-04-23
IVE
NewISHARES TR
Shares533
Event2026-03-31
Filed2026-04-23
PWR
0.00%QUANTA SVCS INC
Shares203
Event2026-03-31
Filed2026-04-23
NVO
0.00%NOVO-NORDISK A S
Shares3.0K
Event2026-03-31
Filed2026-04-23
SOLV
0.00%SOLVENTUM CORP
Shares1.7K
Event2026-03-31
Filed2026-04-23
CLX
0.00%CLOROX CO DEL
Shares1.1K
Event2026-03-31
Filed2026-04-23
VLTO
0.00%VERALTO CORP
Shares1.2K
Event2026-03-31
Filed2026-04-23
AVEM
0.00%AMERICAN CENTY ETF TR
Shares1.3K
Event2026-03-31
Filed2026-04-23
EXPD
0.00%EXPEDITORS INTL WASH INC
Shares744
Event2026-03-31
Filed2026-04-23
ETHO
0.00%AMPLIFY ETF TR
Shares1.6K
Event2026-03-31
Filed2026-04-23
GLD
-24.69%SPDR GOLD TR
Shares241
Event2026-03-31
Filed2026-04-23
LNT
0.00%ALLIANT ENERGY CORP
Shares1.4K
Event2026-03-31
Filed2026-04-23
PPG
0.00%PPG INDS INC
Shares946
Event2026-03-31
Filed2026-04-23
ALC
0.00%ALCON AG
Shares1.3K
Event2026-03-31
Filed2026-04-23
APD
-0.29%AIR PRODUCTS AND CHEMICALS I
Shares345
Event2026-03-31
Filed2026-04-23
CSX
-35.43%CSX CORP
Shares2.4K
Event2026-03-31
Filed2026-04-23
KMB
-44.24%KIMBERLY-CLARK CORP
Shares1.0K
Event2026-03-31
Filed2026-04-23
UBER
86.25%UBER TECHNOLOGIES INC
Shares1.3K
Event2026-03-31
Filed2026-04-23
MET
-2.72%METLIFE INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
TXRH
0.00%TEXAS ROADHOUSE INC
Shares581
Event2026-03-31
Filed2026-04-23
RB GLOBAL INC
0.00%RB GLOBAL INC
Shares1.0K
Event2026-03-31
Filed2026-04-23
GENERAL DYNAMICS CORP
12.05%GENERAL DYNAMICS CORP
Shares279
Event2026-03-31
Filed2026-04-23
SCHA
0.15%SCHWAB STRATEGIC TR
Shares3.2K
Event2026-03-31
Filed2026-04-23
SPYM
NewSPDR SERIES TRUST
Shares1.2K
Event2026-03-31
Filed2026-04-23
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares1.2K
Event2026-03-31
Filed2026-04-23
DFUS
0.23%DIMENSIONAL ETF TRUST
Shares1.3K
Event2026-03-31
Filed2026-04-23
DBI
0.00%DESIGNER BRANDS INC
Shares15.6K
Event2026-03-31
Filed2026-04-23
DVYE
-8.36%ISHARES INC
Shares2.5K
Event2026-03-31
Filed2026-04-23
SN
0.00%SHARKNINJA INC
Shares809
Event2026-03-31
Filed2026-04-23
ORLY
0.44%OREILLY AUTOMOTIVE INC
Shares919
Event2026-03-31
Filed2026-04-23
NXT
NewNEXTPOWER INC
Shares703
Event2026-03-31
Filed2026-04-23
DOW
-22.03%DOW HLDGS INC
Shares2.0K
Event2026-03-31
Filed2026-04-23
BA
-0.94%BOEING CO
Shares423
Event2026-03-31
Filed2026-04-23
BE
8.99%BLOOM ENERGY CORP
Shares618
Event2026-03-31
Filed2026-04-23
DEM
-14.61%WISDOMTREE TR
Shares1.7K
Event2026-03-31
Filed2026-04-23
BK
0.00%BANK NEW YORK MELLON CORP
Shares697
Event2026-03-31
Filed2026-04-23
BMY
-45.23%BRISTOL-MYERS SQUIBB CO
Shares1.3K
Event2026-03-31
Filed2026-04-23
REGN
0.00%REGENERON PHARMACEUTICALS
Shares104
Event2026-03-31
Filed2026-04-23
VZ
0.06%VERIZON COMMUNICATIONS INC
Shares1.6K
Event2026-03-31
Filed2026-04-23
COP
0.00%CONOCOPHILLIPS
Shares602
Event2026-03-31
Filed2026-04-23
MU
-7.23%MICRON TECHNOLOGY INC
Shares231
Event2026-03-31
Filed2026-04-23
MCO
0.00%MOODYS CORP
Shares177
Event2026-03-31
Filed2026-04-23
PFG
-3.10%PRINCIPAL FINANCIAL GROUP IN
Shares844
Event2026-03-31
Filed2026-04-23
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares515
Event2026-03-31
Filed2026-04-23
IGV
-50.45%ISHARES TR
Shares929
Event2026-03-31
Filed2026-04-23
MCK
0.00%MCKESSON CORP
Shares84
Event2026-03-31
Filed2026-04-23
MKC
-0.14%MCCORMICK & CO INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
ECL
0.00%ECOLAB INC
Shares268
Event2026-03-31
Filed2026-04-23
ABNB
0.36%AIRBNB INC
Shares563
Event2026-03-31
Filed2026-04-23
FNCL
0.00%FIDELITY COVINGTON TRUST
Shares1.0K
Event2026-03-31
Filed2026-04-23
LDI
0.00%LOANDEPOT INC
Shares49.6K
Event2026-03-31
Filed2026-04-23
SHEL
-22.08%SHELL PLC
Shares741
Event2026-03-31
Filed2026-04-23
TYL
0.00%TYLER TECHNOLOGIES INC
Shares201
Event2026-03-31
Filed2026-04-23
RELX
0.00%RELX PLC
Shares2.1K
Event2026-03-31
Filed2026-04-23
RSPT
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.5K
Event2026-03-31
Filed2026-04-23
UNILEVER PLC
0.00%UNILEVER PLC
Shares1.2K
Event2026-03-31
Filed2026-04-23
PFE
4.33%PFIZER INC
Shares2.4K
Event2026-03-31
Filed2026-04-23
IEUR
NewISHARES TR
Shares963
Event2026-03-31
Filed2026-04-23
QLTY
0.00%GMO ETF TRUST
Shares1.9K
Event2026-03-31
Filed2026-04-23
NET
-2.14%CLOUDFLARE INC
Shares320
Event2026-03-31
Filed2026-04-23
SYY
0.00%SYSCO CORP
Shares920
Event2026-03-31
Filed2026-04-23
HEI
0.00%HEICO CORP NEW
Shares232
Event2026-03-31
Filed2026-04-23
CNI
0.00%CANADIAN NATL RY CO
Shares613
Event2026-03-31
Filed2026-04-23
VFC
-41.02%V F CORP
Shares3.6K
Event2026-03-31
Filed2026-04-23
RKT
0.00%ROCKET COS INC
Shares4.3K
Event2026-03-31
Filed2026-04-23
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC
Shares671
Event2026-03-31
Filed2026-04-23
LAM RESEARCH CORP
-0.70%LAM RESEARCH CORP
Shares283
Event2026-03-31
Filed2026-04-23
TMO
-17.01%THERMO FISHER SCIENTIFIC INC
Shares122
Event2026-03-31
Filed2026-04-23
TSCO
-0.23%TRACTOR SUPPLY CO
Shares1.3K
Event2026-03-31
Filed2026-04-23
VRSK
-18.32%VERISK ANALYTICS INC
Shares312
Event2026-03-31
Filed2026-04-23
TT
-50.35%TRANE TECHNOLOGIES PLC
Shares140
Event2026-03-31
Filed2026-04-23
COUR
0.00%COURSERA INC
Shares10.0K
Event2026-03-31
Filed2026-04-23
O
1764.71%REALTY INCOME CORP
Shares951
Event2026-03-31
Filed2026-04-23
AMGN
0.00%AMGEN INC
Shares165
Event2026-03-31
Filed2026-04-23
LNG
10.99%CHENIERE ENERGY INC
Shares202
Event2026-03-31
Filed2026-04-23
TILE
0.00%INTERFACE INC
Shares2.3K
Event2026-03-31
Filed2026-04-23
KHC
0.00%KRAFT HEINZ CO
Shares2.5K
Event2026-03-31
Filed2026-04-23
CB
-7.10%CHUBB LTD SWITZ
Shares170
Event2026-03-31
Filed2026-04-23
ISHG
0.00%ISHARES TR
Shares727
Event2026-03-31
Filed2026-04-23
NFLX
-21.34%NETFLIX INC.
Shares553
Event2026-03-31
Filed2026-04-23
STRL
-4.41%STERLING INFRASTRUCTURE INC
Shares130
Event2026-03-31
Filed2026-04-23
SPOT
0.00%SPOTIFY TECHNOLOGY S A
Shares106
Event2026-03-31
Filed2026-04-23
BLACKROCK INC
1.92%BLACKROCK INC
Shares53
Event2026-03-31
Filed2026-04-23
VEA
0.25%VANGUARD TAX-MANAGED FDS
Shares792
Event2026-03-31
Filed2026-04-23
UPS
-1.16%UNITED PARCEL SVCS INC
Shares511
Event2026-03-31
Filed2026-04-23
ICE
27.09%INTERCONTINENTAL EXCHANGE IN
Shares319
Event2026-03-31
Filed2026-04-23
PLTR
-19.76%PALANTIR TECHNOLOGIES INC
Shares341
Event2026-03-31
Filed2026-04-23
TOST
474.05%TOAST INC
Shares1.8K
Event2026-03-31
Filed2026-04-23
ARM
NewARM HOLDINGS PLC
Shares316
Event2026-03-31
Filed2026-04-23
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares589
Event2026-03-31
Filed2026-04-23
FSTA
0.00%FIDELITY COVINGTON TRUST
Shares905
Event2026-03-31
Filed2026-04-23
GLOF
0.00%ISHARES TR
Shares906
Event2026-03-31
Filed2026-04-23
BP
0.00%BP PLC
Shares1.0K
Event2026-03-31
Filed2026-04-23
SOUTHSTATE BK CORP
0.60%SOUTHSTATE BK CORP
Shares502
Event2026-03-31
Filed2026-04-23
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares353
Event2026-03-31
Filed2026-04-23
CVSB
1.45%MORGAN STANLEY ETF TRUST
Shares911
Event2026-03-31
Filed2026-04-23
PGR
1.31%PROGRESSIVE CORP
Shares232
Event2026-03-31
Filed2026-04-23
NUBD
1.52%NUSHARES ETF TR
Shares2.1K
Event2026-03-31
Filed2026-04-23
HUBS
-36.52%HUBSPOT INC
Shares186
Event2026-03-31
Filed2026-04-23
SPYV
0.00%SPDR SERIES TRUST
Shares799
Event2026-03-31
Filed2026-04-23
NOW
-51.56%SERVICENOW INC
Shares419
Event2026-03-31
Filed2026-04-23
EUAD
NewSPINNAKER ETF SERIES
Shares1.1K
Event2026-03-31
Filed2026-04-23
SCHE
0.00%SCHWAB STRATEGIC TR
Shares1.3K
Event2026-03-31
Filed2026-04-23
KVUE
0.00%KENVUE INC
Shares2.5K
Event2026-03-31
Filed2026-04-23
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares97
Event2026-03-31
Filed2026-04-23
WWD
0.00%WOODWARD INC
Shares116
Event2026-03-31
Filed2026-04-23
SMR
-4.45%NUSCALE PWR CORP
Shares3.6K
Event2026-03-31
Filed2026-04-23
ACWX
124.80%ISHARES TR
Shares562
Event2026-03-31
Filed2026-04-23
HII
0.00%HUNTINGTON INGALLS INDS INC
Shares99
Event2026-03-31
Filed2026-04-23
CHDN
0.00%CHURCHILL DOWNS INC
Shares414
Event2026-03-31
Filed2026-04-23
CITIGROUP INC
-9.47%CITIGROUP INC
Shares325
Event2026-03-31
Filed2026-04-23
GRMN
0.63%GARMIN LTD
Shares159
Event2026-03-31
Filed2026-04-23
IAGG
0.00%ISHARES TR
Shares711
Event2026-03-31
Filed2026-04-23
PNC
0.00%PNC FINL SVCS GROUP INC
Shares170
Event2026-03-31
Filed2026-04-23
GOLDMAN SACHS ETF TR
0.00%GOLDMAN SACHS ETF TR
Shares896
Event2026-03-31
Filed2026-04-23
SEACOAST BKG CORP FLA
0.00%SEACOAST BKG CORP FLA
Shares1.1K
Event2026-03-31
Filed2026-04-23
GLW
-92.04%CORNING INC
Shares251
Event2026-03-31
Filed2026-04-23
CAT
0.00%CATERPILLAR INC
Shares48
Event2026-03-31
Filed2026-04-23
SCHX
0.00%SCHWAB STRATEGIC TR
Shares1.3K
Event2026-03-31
Filed2026-04-23
CVS
32.66%CVS HEALTH CORP
Shares463
Event2026-03-31
Filed2026-04-23
MTB
-8.57%M & T BK CORP
Shares160
Event2026-03-31
Filed2026-04-23
DEUS
0.00%DBX ETF TR
Shares551
Event2026-03-31
Filed2026-04-23
CRSP
0.00%CRISPR THERAPEUTICS AG
Shares688
Event2026-03-31
Filed2026-04-23
TNGX
19.23%TANGO THERAPEUTICS INC
Shares1.6K
Event2026-03-31
Filed2026-04-23
XLB
0.47%SELECT SECTOR SPDR TR
Shares643
Event2026-03-31
Filed2026-04-23
APP
-49.69%APPLOVIN CORP
Shares80
Event2026-03-31
Filed2026-04-23
GFS
0.00%GLOBALFOUNDRIES INC
Shares700
Event2026-03-31
Filed2026-04-23
NOBL
0.34%PROSHARES TR
Shares293
Event2026-03-31
Filed2026-04-23
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares153
Event2026-03-31
Filed2026-04-23
OTIS
-2.52%OTIS WORLDWIDE CORP
Shares387
Event2026-03-31
Filed2026-04-23
SO
-26.32%SOUTHERN CO
Shares308
Event2026-03-31
Filed2026-04-23
ES
0.00%EVERSOURCE ENERGY
Shares414
Event2026-03-31
Filed2026-04-23
OEF
0.00%ISHARES TR
Shares90
Event2026-03-31
Filed2026-04-23
CRDO
-18.53%CREDO TECHNOLOGY GROUP HOLDI
Shares299
Event2026-03-31
Filed2026-04-23
KLAC
0.00%KLA CORP
Shares19
Event2026-03-31
Filed2026-04-23
BSX
57.55%BOSTON SCIENTIFIC CORP
Shares438
Event2026-03-31
Filed2026-04-23
NU
0.16%NU HLDGS LTD
Shares1.9K
Event2026-03-31
Filed2026-04-23
ASHR
0.00%DBX ETF TR
Shares832
Event2026-03-31
Filed2026-04-23
ASEA
0.00%GLOBAL X FDS
Shares1.4K
Event2026-03-31
Filed2026-04-23
WBD
-39.39%WARNER BROS DISCOVERY INC
Shares974
Event2026-03-31
Filed2026-04-23
LH
0.00%LABCORP HOLDINGS INC
Shares100
Event2026-03-31
Filed2026-04-23
AMD
-26.29%ADVANCED MICRO DEVICES INC
Shares129
Event2026-03-31
Filed2026-04-23
AMP
51.28%AMERIPRISE FINL INC
Shares59
Event2026-03-31
Filed2026-04-23
SOFI
218.99%SOFI TECHNOLOGIES INC
Shares1.6K
Event2026-03-31
Filed2026-04-23
MTUM
0.00%ISHARES TR
Shares108
Event2026-03-31
Filed2026-04-23
TDG
0.00%TRANSDIGM GROUP INC
Shares22
Event2026-03-31
Filed2026-04-23
TXN
322.58%TEXAS INSTRS INC
Shares131
Event2026-03-31
Filed2026-04-23
BRO
0.00%BROWN & BROWN INC
Shares386
Event2026-03-31
Filed2026-04-23
NVS
0.00%NOVARTIS AG
Shares162
Event2026-03-31
Filed2026-04-23
TW
0.00%TRADEWEB MKTS INC
Shares210
Event2026-03-31
Filed2026-04-23
GIS
15.79%GENERAL MILLS INC
Shares660
Event2026-03-31
Filed2026-04-23
VCSH
NewVANGUARD SCOTTSDALE FDS
Shares304
Event2026-03-31
Filed2026-04-23
HPE
0.00%HEWLETT PACKARD ENTERPRISE C
Shares1.0K
Event2026-03-31
Filed2026-04-23
ALNY
0.00%ALNYLAM PHARMACEUTICALS INC
Shares72
Event2026-03-31
Filed2026-04-23
CRWD
64.86%CROWDSTRIKE HLDGS INC
Shares61
Event2026-03-31
Filed2026-04-23
ONEQ
0.00%FIDELITY COMWLTH TR
Shares280
Event2026-03-31
Filed2026-04-23
ENB
0.00%ENBRIDGE INC
Shares428
Event2026-03-31
Filed2026-04-23
MCHI
0.00%ISHARES TR
Shares406
Event2026-03-31
Filed2026-04-23
SPYG
0.00%SPDR SERIES TRUST
Shares230
Event2026-03-31
Filed2026-04-23
MSTR
1.69%STRATEGY INC
Shares180
Event2026-03-31
Filed2026-04-23
SCHC
0.00%SCHWAB STRATEGIC TR
Shares479
Event2026-03-31
Filed2026-04-23
BLACKSTONE INC
-2.02%BLACKSTONE INC
Shares194
Event2026-03-31
Filed2026-04-23
CWEN
0.00%CLEARWAY ENERGY INC
Shares563
Event2026-03-31
Filed2026-04-23
OGN
0.00%ORGANON & CO
Shares3.6K
Event2026-03-31
Filed2026-04-23
SE
-14.57%SEA LTD
Shares258
Event2026-03-31
Filed2026-04-23
AFL
704.17%AFLAC INC
Shares193
Event2026-03-31
Filed2026-04-23
CPRT
-2.45%COPART INC
Shares636
Event2026-03-31
Filed2026-04-23
SNPS
-1.85%SYNOPSYS INC
Shares53
Event2026-03-31
Filed2026-04-23
CORE NATURAL RESOURCES INC
0.00%CORE NATURAL RESOURCES INC
Shares198
Event2026-03-31
Filed2026-04-23
IUSG
85.92%ISHARES TR
Shares132
Event2026-03-31
Filed2026-04-23
INTC
-87.66%INTEL CORP
Shares463
Event2026-03-31
Filed2026-04-23
WAT
88.57%WATERS CORP
Shares66
Event2026-03-31
Filed2026-04-23
KD
0.00%KYNDRYL HLDGS INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
ADSK
0.00%AUTODESK INC
Shares74
Event2026-03-31
Filed2026-04-23
APA CORPORATION
27.73%APA CORPORATION
Shares410
Event2026-03-31
Filed2026-04-23
IR
0.00%INGERSOLL RAND INC
Shares215
Event2026-03-31
Filed2026-04-23
ATI
0.00%ATI INC
Shares118
Event2026-03-31
Filed2026-04-23
NOC
0.00%NORTHROP GRUMMAN CORP
Shares25
Event2026-03-31
Filed2026-04-23
AZO
25.00%AUTOZONE INC
Shares5
Event2026-03-31
Filed2026-04-23
HASI
1.35%HA SUSTAINABLE INFRA CAP INC
Shares450
Event2026-03-31
Filed2026-04-23
SPYX
0.32%SPDR SERIES TRUST
Shares310
Event2026-03-31
Filed2026-04-23
CTAS
-2.04%CINTAS CORP
Shares96
Event2026-03-31
Filed2026-04-23
MRNA
1578.95%MODERNA INC
Shares319
Event2026-03-31
Filed2026-04-23
NKE
3266.67%NIKE INC
Shares303
Event2026-03-31
Filed2026-04-23
HWM
3.03%HOWMET AEROSPACE INC
Shares68
Event2026-03-31
Filed2026-04-23
SPDW
NewSPDR INDEX SHS FDS
Shares339
Event2026-03-31
Filed2026-04-23
BCS
NewBARCLAYS PLC
Shares725
Event2026-03-31
Filed2026-04-23
JCI
588.24%JOHNSON CONTROLS INTERNATION
Shares117
Event2026-03-31
Filed2026-04-23
DB
0.00%DEUTSCHE BK AG
Shares514
Event2026-03-31
Filed2026-04-23
SYF
0.00%SYNCHRONY FINANCIAL
Shares223
Event2026-03-31
Filed2026-04-23
DASH
-17.89%DOORDASH INC
Shares101
Event2026-03-31
Filed2026-04-23
SAP
0.00%SAP SE
Shares87
Event2026-03-31
Filed2026-04-23
SIHY
0.91%HARBOR ETF TRUST
Shares331
Event2026-03-31
Filed2026-04-23
VIK
0.00%VIKING HOLDINGS LTD
Shares200
Event2026-03-31
Filed2026-04-23
VNQI
0.00%VANGUARD INTL EQUITY INDEX F
Shares331
Event2026-03-31
Filed2026-04-23
IBIT
566.67%ISHARES BITCOIN TRUST ETF
Shares380
Event2026-03-31
Filed2026-04-23
VMC
960.00%VULCAN MATLS CO
Shares53
Event2026-03-31
Filed2026-04-23
APOLLO GLOBAL MGMT INC
-2.29%APOLLO GLOBAL MGMT INC
Shares128
Event2026-03-31
Filed2026-04-23
CMCSA
2.79%COMCAST CORP NEW
Shares479
Event2026-03-31
Filed2026-04-23
HALO
0.00%HALOZYME THERAPEUTICS INC
Shares211
Event2026-03-31
Filed2026-04-23
ORCL
-56.81%ORACLE CORP
Shares92
Event2026-03-31
Filed2026-04-23
YUM
0.00%YUM BRANDS INC
Shares87
Event2026-03-31
Filed2026-04-23
MEDTRONIC PLC
123.53%MEDTRONIC PLC
Shares152
Event2026-03-31
Filed2026-04-23
MPC
0.00%MARATHON PETE CORP
Shares51
Event2026-03-31
Filed2026-04-23
AIG
-7.91%AMERICAN INTL GROUP INC
Shares163
Event2026-03-31
Filed2026-04-23
SOLSTICE ADVANCED MATLS INC
16.06%SOLSTICE ADVANCED MATLS INC
Shares159
Event2026-03-31
Filed2026-04-23
COF
-20.48%CAPITAL ONE FINL CORP
Shares66
Event2026-03-31
Filed2026-04-23
SEVN
0.00%SEVEN HILLS REALTY TRUST
Shares1.4K
Event2026-03-31
Filed2026-04-23
NAD
0.00%NUVEEN QUALITY MUNCP INCOME
Shares1.0K
Event2026-03-31
Filed2026-04-23
OCUL
23.81%OCULAR THERAPEUTIX INC
Shares1.4K
Event2026-03-31
Filed2026-04-23
EL
-3.05%LAUDER ESTEE COS INC
Shares159
Event2026-03-31
Filed2026-04-23
EWY
-41.67%ISHARES INC
Shares91
Event2026-03-31
Filed2026-04-23
QCOM
1.23%QUALCOMM INC
Shares82
Event2026-03-31
Filed2026-04-23
FTNT
0.00%FORTINET INC
Shares127
Event2026-03-31
Filed2026-04-23
MTD
0.00%METTLER TOLEDO INTERNATIONAL
Shares8
Event2026-03-31
Filed2026-04-23
M
0.18%MACYS INC
Shares547
Event2026-03-31
Filed2026-04-23
SRRK
0.00%SCHOLAR ROCK HLDG CORP
Shares200
Event2026-03-31
Filed2026-04-23
NEM
0.00%NEWMONT CORP
Shares90
Event2026-03-31
Filed2026-04-23
RCL
0.00%ROYAL CARIBBEAN GROUP
Shares34
Event2026-03-31
Filed2026-04-23
LOGI
NewLOGITECH INTL S A
Shares100
Event2026-03-31
Filed2026-04-23
TROW
10000.00%PRICE T ROWE GROUP INC
Shares101
Event2026-03-31
Filed2026-04-23
WAB
0.00%WABTEC
Shares35
Event2026-03-31
Filed2026-04-23
ALL
0.00%ALLSTATE CORP
Shares41
Event2026-03-31
Filed2026-04-23
APLS
0.00%APELLIS PHARMACEUTICALS INC
Shares212
Event2026-03-31
Filed2026-04-23
ESLT
0.00%ELBIT SYS LTD
Shares10
Event2026-03-31
Filed2026-04-23
BKNG
0.00%BOOKING HOLDINGS INC
Shares2
Event2026-03-31
Filed2026-04-23
GPN
-0.80%GLOBAL PMTS INC
Shares124
Event2026-03-31
Filed2026-04-23
MFC
NewMANULIFE FINL CORP
Shares240
Event2026-03-31
Filed2026-04-23
WMB
0.00%WILLIAMS COS INC
Shares112
Event2026-03-31
Filed2026-04-23
HSIC
-48.31%SCHEIN HENRY INC
Shares107
Event2026-03-31
Filed2026-04-23
LDOS
0.00%LEIDOS HOLDINGS INC
Shares50
Event2026-03-31
Filed2026-04-23
FQAL
NewFIDELITY COVINGTON TRUST
Shares107
Event2026-03-31
Filed2026-04-23
GKOS
NewGLAUKOS CORP
Shares72
Event2026-03-31
Filed2026-04-23
SNOW
0.00%SNOWFLAKE INC
Shares50
Event2026-03-31
Filed2026-04-23
IWM
0.00%ISHARES TR
Shares30
Event2026-03-31
Filed2026-04-23
HAL
0.00%HALLIBURTON CO
Shares190
Event2026-03-31
Filed2026-04-23
FCX
0.00%FREEPORT MCMORAN INC
Shares126
Event2026-03-31
Filed2026-04-23
WFC
0.00%WELLS FARGO & CO
Shares93
Event2026-03-31
Filed2026-04-23
SITM
40.00%SITIME CORP
Shares21
Event2026-03-31
Filed2026-04-23
SCHW
0.00%SCHWAB CHARLES CORP
Shares77
Event2026-03-31
Filed2026-04-23
SHW
-15.38%SHERWIN WILLIAMS CO
Shares22
Event2026-03-31
Filed2026-04-23
BKR
0.00%BAKER HUGHES COMPANY
Shares115
Event2026-03-31
Filed2026-04-23
RSG
0.00%REPUBLIC SVCS INC
Shares31
Event2026-03-31
Filed2026-04-23
BNDX
0.00%VANGUARD CHARLOTTE FDS
Shares141
Event2026-03-31
Filed2026-04-23
VLO
0.00%VALERO ENERGY CORP
Shares26
Event2026-03-31
Filed2026-04-23
VIRT
0.00%VIRTU FINL INC
Shares146
Event2026-03-31
Filed2026-04-23
GM
0.00%GENERAL MTRS CO
Shares86
Event2026-03-31
Filed2026-04-23
CLH
0.00%CLEAN HARBORS INC
Shares22
Event2026-03-31
Filed2026-04-23
OKLO
-28.57%OKLO INC
Shares125
Event2026-03-31
Filed2026-04-23
BHF
1.00%BRIGHTHOUSE FINL INC
Shares101
Event2026-03-31
Filed2026-04-23
WELL
0.00%WELLTOWER INC
Shares30
Event2026-03-31
Filed2026-04-23
ABOS
0.00%ACUMEN PHARMACEUTICALS INC
Shares2.5K
Event2026-03-31
Filed2026-04-23
SBUX
8.33%STARBUCKS CORP
Shares65
Event2026-03-31
Filed2026-04-23
URI
-20.00%UNITED RENTALS INC
Shares8
Event2026-03-31
Filed2026-04-23
DTE
0.00%DTE ENERGY CO
Shares39
Event2026-03-31
Filed2026-04-23
DVN
0.00%DEVON ENERGY CORP NEW
Shares113
Event2026-03-31
Filed2026-04-23
DGX
0.00%QUEST DIAGNOSTICS INC
Shares29
Event2026-03-31
Filed2026-04-23
NUVB
23.81%NUVATION BIO INC
Shares1.3K
Event2026-03-31
Filed2026-04-23
CMI
0.00%CUMMINS INC
Shares10
Event2026-03-31
Filed2026-04-23
SRE
0.00%SEMPRA
Shares55
Event2026-03-31
Filed2026-04-23
PYPL
-16.55%PAYPAL HLDGS INC
Shares116
Event2026-03-31
Filed2026-04-23
INTU
-7.69%INTUIT
Shares12
Event2026-03-31
Filed2026-04-23
NSC
0.00%NORFOLK SOUTHN CORP
Shares18
Event2026-03-31
Filed2026-04-23
INBK
NewFIRST INTERNET BANCORP
Shares247
Event2026-03-31
Filed2026-04-23
MMC
-14.71%MARSH & MCLENNAN COS INC
Shares29
Event2026-03-31
Filed2026-04-23
VEEV
0.00%VEEVA SYS INC
Shares28
Event2026-03-31
Filed2026-04-23
MAR
0.00%MARRIOTT INTL INC NEW
Shares15
Event2026-03-31
Filed2026-04-23
FITB
-20.45%FIFTH THIRD BANCORP
Shares105
Event2026-03-31
Filed2026-04-23
FBND
NewFIDELITY MERRIMACK STR TR
Shares105
Event2026-03-31
Filed2026-04-23
DAL
500.00%DELTA AIR LINES INC
Shares72
Event2026-03-31
Filed2026-04-23
NBIS
0.00%NEBIUS GROUP N.V.
Shares46
Event2026-03-31
Filed2026-04-23
PL
0.00%PLANET LABS PBC
Shares170
Event2026-03-31
Filed2026-04-23
CEG
0.00%CONSTELLATION ENERGY CORP
Shares17
Event2026-03-31
Filed2026-04-23
PRMB
NewPRIMO BRANDS CORPORATION
Shares251
Event2026-03-31
Filed2026-04-23
UAL
0.00%UNITED AIRLS HLDGS INC
Shares51
Event2026-03-31
Filed2026-04-23
FDIS
NewFIDELITY COVINGTON TRUST
Shares50
Event2026-03-31
Filed2026-04-23
AVAV
0.00%AEROVIRONMENT INC
Shares25
Event2026-03-31
Filed2026-04-23
FAST
0.00%FASTENAL CO
Shares98
Event2026-03-31
Filed2026-04-23
HLT
0.00%HILTON WORLDWIDE HLDGS INC
Shares15
Event2026-03-31
Filed2026-04-23
XEL
0.00%XCEL ENERGY INC
Shares57
Event2026-03-31
Filed2026-04-23
PH
0.00%PARKER-HANNIFIN CORP
Shares5
Event2026-03-31
Filed2026-04-23
NUE
0.00%NUCOR CORP
Shares26
Event2026-03-31
Filed2026-04-23
HP INC
312.73%HP INC
Shares227
Event2026-03-31
Filed2026-04-23
MNST
0.00%MONSTER BEVERAGE CORP NEW
Shares60
Event2026-03-31
Filed2026-04-23
EOG
20.00%EOG RES INC
Shares30
Event2026-03-31
Filed2026-04-23
NVT
169.23%NVENT ELEC PLC
Shares35
Event2026-03-31
Filed2026-04-23
USB
0.00%US BANCORP
Shares79
Event2026-03-31
Filed2026-04-23
CENCORA INC
0.00%CENCORA INC
Shares13
Event2026-03-31
Filed2026-04-23
EA
0.00%ELECTRONIC ARTS INC
Shares20
Event2026-03-31
Filed2026-04-23
TRV
0.00%TRAVELERS COMPANIES INC
Shares14
Event2026-03-31
Filed2026-04-23
RACE
0.00%FERRARI N V
Shares12
Event2026-03-31
Filed2026-04-23
PRU
-97.01%PRUDENTIAL FINL INC
Shares41
Event2026-03-31
Filed2026-04-23
TGT
6.45%TARGET CORP
Shares33
Event2026-03-31
Filed2026-04-23
DHI
-40.82%D R HORTON INC
Shares29
Event2026-03-31
Filed2026-04-23
EQIX
0.00%EQUINIX INC
Shares4
Event2026-03-31
Filed2026-04-23
RF
-29.33%REGIONS FINANCIAL CORP NEW
Shares147
Event2026-03-31
Filed2026-04-23
SNDK
100.00%SANDISK CORP
Shares6
Event2026-03-31
Filed2026-04-23
FANG
0.00%DIAMONDBACK ENERGY INC
Shares19
Event2026-03-31
Filed2026-04-23
HOWL
0.00%WEREWOLF THERAPEUTICS INC
Shares4.5K
Event2026-03-31
Filed2026-04-23
ROST
0.00%ROSS STORES INC
Shares17
Event2026-03-31
Filed2026-04-23
CFG
0.00%CITIZENS FINL GROUP INC
Shares61
Event2026-03-31
Filed2026-04-23
GRAL
22.81%GRAIL INC
Shares70
Event2026-03-31
Filed2026-04-23
KR
0.00%KROGER CO
Shares47
Event2026-03-31
Filed2026-04-23
ADBE
-36.36%ADOBE INC
Shares14
Event2026-03-31
Filed2026-04-23
HRL
435.71%HORMEL FOODS CORP
Shares150
Event2026-03-31
Filed2026-04-23
OKE
0.00%ONEOK INC NEW
Shares37
Event2026-03-31
Filed2026-04-23
VTRS
2.50%VIATRIS INC
Shares246
Event2026-03-31
Filed2026-04-23
TPL
16.67%TEXAS PACIFIC LAND CORPORATI
Shares7
Event2026-03-31
Filed2026-04-23
ZM
0.00%ZOOM COMMUNICATIONS INC
Shares41
Event2026-03-31
Filed2026-04-23
GWW
0.00%WW GRAINGER INC
Shares3
Event2026-03-31
Filed2026-04-23
HAS
0.00%HASBRO INC
Shares35
Event2026-03-31
Filed2026-04-23
UI
0.00%UBIQUITI INC
Shares4
Event2026-03-31
Filed2026-04-23
ETR
0.00%ENTERGY CORP NEW
Shares28
Event2026-03-31
Filed2026-04-23
AWK
-32.35%AMERICAN WTR WKS CO INC NEW
Shares23
Event2026-03-31
Filed2026-04-23
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