Sponsored
The Analysis of Thomasville National Bank's Holdings & P&L
Currently, Thomasville National Bank holds 235 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in CNM (+213.8K shares, valued at $11.1M), NOW (+69.1K shares, valued at $10.6M), PM (+40.8K shares, valued at $6.5M); decreased their positions in ZBH (-102.8K shares, valued at $9.2M), N/A (-28.1K shares, valued at $8.8M), TSM (-23.6K shares, valued at $7.2M); initiated new positions in CNM (+213.8K shares, valued at $11.1M), CBAN (+57.0K shares, valued at $1.0M), N/A (+6.4K shares, valued at $420.0K).
1M P&L
+47.8M+3.56%
3M P&L
+29.7M+2.18%
HY P&L
+71.7M+5.44%
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/A139.8M
10.6%
2Software - Infrastructure134.4M
10.2%
3Semiconductors106.6M
8.1%
Top Industries by Stock Count
1N/A65 stocks
30.7%
2Drug Manufacturers - General9 stocks
4.2%
3Banks - Regional7 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW123.5K shares1.86%2025-12-312026-01-26
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THOMASVILLE BANCSHARES, INC.SER A PFD STOCK THOMASVILLE BANCSHARES, INC.SER A PFD STOCK13.9K shares0.00%2025-12-312026-01-26
VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS2.0K shares-3.09%2025-12-312026-01-26
Sponsored
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Sponsored
AMZN
1.81%AMAZON COM INC COM
Shares380.8K
Event2025-12-31
Filed2026-01-26
MSFT
0.46%MICROSOFT CORP
Shares178.3K
Event2025-12-31
Filed2026-01-26
ALPHABET INC CAP STK CL C
-9.44%ALPHABET INC CAP STK CL C
Shares269.1K
Event2025-12-31
Filed2026-01-26
TSM
-9.06%TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR
Shares236.6K
Event2025-12-31
Filed2026-01-26
BERKSHIRE HATHAWAY INC DEL CL B NEW
1.86%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares123.5K
Event2025-12-31
Filed2026-01-26
AAPL
-0.31%APPLE, INC
Shares226.3K
Event2025-12-31
Filed2026-01-26
BKNG
1.19%BOOKING HLDGS INC
Shares10.7K
Event2025-12-31
Filed2026-01-26
ASML
0.50%ASML HOLDING N V
Shares42.3K
Event2025-12-31
Filed2026-01-26
PANW
0.20%PALO ALTO NETWORKS INC
Shares239.8K
Event2025-12-31
Filed2026-01-26
GSK PLC
0.48%GSK PLC
Shares890.1K
Event2025-12-31
Filed2026-01-26
ENB
2.96%ENBRIDGE INC COM
Shares868.0K
Event2025-12-31
Filed2026-01-26
V
0.61%VISA INC COM CL A
Shares115.3K
Event2025-12-31
Filed2026-01-26
USB
2.37%US BANCORP
Shares724.5K
Event2025-12-31
Filed2026-01-26
RTX
0.69%RTX CORPORATION
Shares210.2K
Event2025-12-31
Filed2026-01-26
NVDA
-0.14%NVIDIA CORP COM
Shares183.9K
Event2025-12-31
Filed2026-01-26
JPM
0.65%JP MORGAN CHASE & CO
Shares102.3K
Event2025-12-31
Filed2026-01-26
SHEL
3.43%SHELL PLC
Shares417.2K
Event2025-12-31
Filed2026-01-26
META
9.43%META PLATFORMS, INC.
Shares43.5K
Event2025-12-31
Filed2026-01-26
CRM
2.46%SALESFORCE COM INC COM
Shares108.2K
Event2025-12-31
Filed2026-01-26
AJG
0.66%GALLAGHER ARTHUR J & CO
Shares109.1K
Event2025-12-31
Filed2026-01-26
DUKE ENERGY CORP NEW COM NEW
3.09%DUKE ENERGY CORP NEW COM NEW
Shares240.0K
Event2025-12-31
Filed2026-01-26
XOM
3.81%EXXON MOBIL CORP
Shares219.0K
Event2025-12-31
Filed2026-01-26
GENERAL DYNAMICS CORP COM
2.09%GENERAL DYNAMICS CORP COM
Shares77.5K
Event2025-12-31
Filed2026-01-26
NI
2.38%NISOURCE INC COM
Shares591.8K
Event2025-12-31
Filed2026-01-26
PM
40.11%PHILIP MORRIS INTL INC COM
Shares142.5K
Event2025-12-31
Filed2026-01-26
TMO
2.98%THERMO FISHER SCIENTIFIC INCCOM
Shares37.2K
Event2025-12-31
Filed2026-01-26
JPST
2.76%JP MORGAN EXCHANGE TRADED FD
Shares424.1K
Event2025-12-31
Filed2026-01-26
ADSK
2.63%AUTODESK INC
Shares70.9K
Event2025-12-31
Filed2026-01-26
WEC ENERGY GROUP INC COM
3.57%WEC ENERGY GROUP INC COM
Shares197.1K
Event2025-12-31
Filed2026-01-26
IVV
-0.53%ISHARES TR
Shares29.8K
Event2025-12-31
Filed2026-01-26
VEEV
3.00%VEEVA SYS INC
Shares86.2K
Event2025-12-31
Filed2026-01-26
AXP
1.15%AMERICAN EXPRESS CO
Shares47.8K
Event2025-12-31
Filed2026-01-26
GILD
2.25%GILEAD SCIENCES INC COM
Shares109.7K
Event2025-12-31
Filed2026-01-26
NOW
416.13%SERVICENOW INC
Shares85.7K
Event2025-12-31
Filed2026-01-26
CNM
NewCORE & MAIN INC
Shares213.8K
Event2025-12-31
Filed2026-01-26
VIG
3.64%VANGUARD SPECIALIZED PORTFOLDIV APP ETF
Shares48.6K
Event2025-12-31
Filed2026-01-26
KO
2.02%COCA COLA CO
Shares122.3K
Event2025-12-31
Filed2026-01-26
SO
1.29%SOUTHERN COMPANY
Shares86.2K
Event2025-12-31
Filed2026-01-26
MCD
0.51%MCDONALDS CORP
Shares24.0K
Event2025-12-31
Filed2026-01-26
BDX
-2.71%BECTON DICKINSON & CO
Shares36.2K
Event2025-12-31
Filed2026-01-26
VTR
0.25%VENTAS INC COM
Shares87.8K
Event2025-12-31
Filed2026-01-26
AFL
-4.16%AFLAC INC
Shares61.6K
Event2025-12-31
Filed2026-01-26
ZTS
-42.47%ZOETIS INC CL A
Shares53.7K
Event2025-12-31
Filed2026-01-26
XLE
98.97%SPDR SELECT SECTOR FUND - ENERGY SECTOR
Shares145.9K
Event2025-12-31
Filed2026-01-26
FLO
-16.26%FLOWERS FOODS INC
Shares589.3K
Event2025-12-31
Filed2026-01-26
ABBV
0.79%ABBVIE INC
Shares27.7K
Event2025-12-31
Filed2026-01-26
EMR
0.22%EMERSON ELECTRIC CO.
Shares43.9K
Event2025-12-31
Filed2026-01-26
VLO
0.67%VALERO ENERGY CORP NEW
Shares34.7K
Event2025-12-31
Filed2026-01-26
CITIGROUP INC
0.02%CITIGROUP INC
Shares48.0K
Event2025-12-31
Filed2026-01-26
WMT
0.63%WAL MART INC.
Shares49.9K
Event2025-12-31
Filed2026-01-26
IVW
-0.67%ISHARES S&P 500 GROWTH INDEX
Shares44.5K
Event2025-12-31
Filed2026-01-26
DGRW
4.13%WISDOMTREE TR
Shares60.9K
Event2025-12-31
Filed2026-01-26
KEMX
1.63%KRANESHARES TR
Shares139.7K
Event2025-12-31
Filed2026-01-26
JEPI
4.21%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares89.9K
Event2025-12-31
Filed2026-01-26
CB
0.00%CHUBB LIMITED COM
Shares14.9K
Event2025-12-31
Filed2026-01-26
MERCK & CO INC NEW
-2.04%MERCK & CO INC NEW
Shares44.0K
Event2025-12-31
Filed2026-01-26
FLQM
4.21%FRANKLIN TEMPLETON ETF TR
Shares81.1K
Event2025-12-31
Filed2026-01-26
LMT
2.82%LOCKHEED MARTIN CORP COM
Shares9.3K
Event2025-12-31
Filed2026-01-26
TFC
2.30%TRUIST FINANCIAL CORP
Shares87.3K
Event2025-12-31
Filed2026-01-26
COF
-2.28%CAPITAL ONE FINL CORP COM
Shares17.2K
Event2025-12-31
Filed2026-01-26
SNY
3.13%SANOFI SPONSORED ADR
Shares85.6K
Event2025-12-31
Filed2026-01-26
VGT
-1.51%VANGUARD WORLD FDS INF TECH ETF
Shares5.5K
Event2025-12-31
Filed2026-01-26
VCSH
-6.95%VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
Shares51.2K
Event2025-12-31
Filed2026-01-26
JNJ
3.88%JOHNSON & JOHNSON
Shares18.2K
Event2025-12-31
Filed2026-01-26
LLY
1.37%ELI LILLY & CO
Shares3.4K
Event2025-12-31
Filed2026-01-26
BAC
0.31%BANK OF AMERICA CORPORATION
Shares62.7K
Event2025-12-31
Filed2026-01-26
VZ
-1.08%VERIZON COMMUNICATIONS
Shares84.4K
Event2025-12-31
Filed2026-01-26
ALPHABET INC CAP STK CL A
3.37%ALPHABET INC CAP STK CL A
Shares10.7K
Event2025-12-31
Filed2026-01-26
ETR
-0.45%ENTERGY CORP
Shares33.2K
Event2025-12-31
Filed2026-01-26
MGMT
2.65%UNIFIED SER TR
Shares69.3K
Event2025-12-31
Filed2026-01-26
ORCL
-1.88%ORACLE CORP
Shares15.0K
Event2025-12-31
Filed2026-01-26
HD
-0.05%HOME DEPOT INC
Shares7.6K
Event2025-12-31
Filed2026-01-26
LOW
-1.37%LOWES COMPANIES INC
Shares10.6K
Event2025-12-31
Filed2026-01-26
ABT
-5.86%ABBOTT LABS
Shares20.0K
Event2025-12-31
Filed2026-01-26
BROADCOM INC
2.62%BROADCOM INC
Shares6.7K
Event2025-12-31
Filed2026-01-26
PFE
3.90%PFIZER INC
Shares91.7K
Event2025-12-31
Filed2026-01-26
IWF
0.00%ISHARES RUSSELL 1000 GROWTH
Shares4.6K
Event2025-12-31
Filed2026-01-26
NEE
1.53%NEXTERA ENERGY INC COM
Shares26.9K
Event2025-12-31
Filed2026-01-26
BSV
-1.19%VANGUARD SHORT TERM BOND ETF
Shares26.9K
Event2025-12-31
Filed2026-01-26
IJT
-0.65%ISHARES S&P SMALLCAP 600 GROWTH INDEX
Shares14.4K
Event2025-12-31
Filed2026-01-26
CME
-0.62%CME GROUP INC.
Shares7.4K
Event2025-12-31
Filed2026-01-26
CAT
-5.26%CATERPILLAR, INC.
Shares3.5K
Event2025-12-31
Filed2026-01-26
CSCO
-1.43%CISCO SYSTEM, INC.
Shares24.6K
Event2025-12-31
Filed2026-01-26
PG
2.90%PROCTER & GAMBLE CO
Shares13.1K
Event2025-12-31
Filed2026-01-26
EATON CORP PLC
-0.71%EATON CORP PLC
Shares5.8K
Event2025-12-31
Filed2026-01-26
PEP
-1.43%PEPSICO INC
Shares12.8K
Event2025-12-31
Filed2026-01-26
VONG
0.81%VANGUARD RUSSELL 1000 GROWTH ETF
Shares14.6K
Event2025-12-31
Filed2026-01-26
IYY
-3.00%ISHARES DJ US INDEX FUND
Shares10.4K
Event2025-12-31
Filed2026-01-26
IWP
5.45%ISHARE RUSSELL MIDCAP GROWTH
Shares12.1K
Event2025-12-31
Filed2026-01-26
VV
-8.69%VANGUARD INDEX FDS
Shares5.3K
Event2025-12-31
Filed2026-01-26
CCBG
0.00%CAPITAL CITY BANK GROUP, INC
Shares37.8K
Event2025-12-31
Filed2026-01-26
XLV
-3.30%HEALTHCARE SELECT SECTR SPDR
Shares10.0K
Event2025-12-31
Filed2026-01-26
BRK.A
0.00%BERKSHIRE HATHAWAY, INC. CLASS A
Shares2
Event2025-12-31
Filed2026-01-26
SPGI
-0.71%S&P GLOBAL INC COM
Shares2.8K
Event2025-12-31
Filed2026-01-26
GPN
5.73%GLOBAL PMTS INC COM
Shares18.9K
Event2025-12-31
Filed2026-01-26
APD
1.38%AIR PRODS & CHEMICALS, INC.
Shares5.9K
Event2025-12-31
Filed2026-01-26
VYM
-5.06%VANGUARD WHITEHALL FDS INC HIGH DIV YLD
Shares9.9K
Event2025-12-31
Filed2026-01-26
WFC
-4.22%WELLS FARGO & CO NEW
Shares14.9K
Event2025-12-31
Filed2026-01-26
LAM RESEARCH CORP
0.00%LAM RESEARCH CORP
Shares8.0K
Event2025-12-31
Filed2026-01-26
CAH
-26.64%CARDINAL HEALTH INC COM
Shares6.6K
Event2025-12-31
Filed2026-01-26
MCK
2.77%MCKESSON CORP COM
Shares1.6K
Event2025-12-31
Filed2026-01-26
THOMASVILLE BANCSHARES, INC.SER A PFD STOCK
0.00%THOMASVILLE BANCSHARES, INC.SER A PFD STOCK
Shares13.9K
Event2025-12-31
Filed2026-01-26
UPS
2.37%UNITED PARCEL SERVICE INC CL B
Shares13.3K
Event2025-12-31
Filed2026-01-26
VANGUARD INDEX FDS S&P 500 ETF SHS
-3.09%VANGUARD INDEX FDS S&P 500 ETF SHS
Shares2.0K
Event2025-12-31
Filed2026-01-26
IWD
-5.51%ISHARES TR RUSSELL1000VAL
Shares5.8K
Event2025-12-31
Filed2026-01-26
XLI
-6.11%SELECT SECTOR INDUSTRIAL SPDR TR
Shares7.5K
Event2025-12-31
Filed2026-01-26
IJS
-0.88%ISHARES S&P SMALLCAP 600 VALUE INDEX
Shares10.1K
Event2025-12-31
Filed2026-01-26
CVX
-0.12%CHEVRON CORP
Shares7.4K
Event2025-12-31
Filed2026-01-26
LINDE PLC
-7.71%LINDE PLC
Shares2.6K
Event2025-12-31
Filed2026-01-26
GLD
16.72%SPDR GOLD TRUST GOLD SHS
Shares2.8K
Event2025-12-31
Filed2026-01-26
SCHW
-1.56%SCHWAB CHARLES CORP NEW
Shares11.1K
Event2025-12-31
Filed2026-01-26
SDY
0.00%STATE STREET SPDR S&P DIVID ETF
Shares7.9K
Event2025-12-31
Filed2026-01-26
SNV
-0.34%SYNOVUS FINL CORP COM NEW
Shares21.4K
Event2025-12-31
Filed2026-01-26
XLY
96.25%SELECT SECTOR SPDR TR SBI CONS DISCR
Shares8.6K
Event2025-12-31
Filed2026-01-26
CBAN
NewCOLONY BANKCORP INC
Shares57.0K
Event2025-12-31
Filed2026-01-26
IJH
-0.42%ISHARES S&P MIDCAP 400
Shares15.3K
Event2025-12-31
Filed2026-01-26
IBM
-0.85%INT'L BUSINESS MACHINES CORP
Shares3.4K
Event2025-12-31
Filed2026-01-26
KHC
7.14%KRAFT HEINZ CO COM
Shares39.7K
Event2025-12-31
Filed2026-01-26
HON
-0.74%HONEYWELL INTERNATIONAL INC.
Shares4.8K
Event2025-12-31
Filed2026-01-26
BMY
-3.30%BRISTOL MYERS SQUIBB CO
Shares17.4K
Event2025-12-31
Filed2026-01-26
DVY
0.00%ISHARES DOW JONES SELECT DIVIDEND INDEX
Shares6.5K
Event2025-12-31
Filed2026-01-26
EFA
11.88%ISHARES MSCI EAFE INDEX
Shares9.6K
Event2025-12-31
Filed2026-01-26
COP
-3.05%CONOCOPHILLIPS
Shares9.8K
Event2025-12-31
Filed2026-01-26
XLF
-4.52%CEF SELECT SECTOR SPDR FUND FINANCIAL
Shares16.7K
Event2025-12-31
Filed2026-01-26
TSLA
31.26%TESLA INC
Shares2.0K
Event2025-12-31
Filed2026-01-26
AMGN
-5.47%AMGEN INC
Shares2.7K
Event2025-12-31
Filed2026-01-26
UNP
0.57%UNION PACIFIC CORP
Shares3.7K
Event2025-12-31
Filed2026-01-26
DE
0.22%DEERE & CO
Shares1.8K
Event2025-12-31
Filed2026-01-26
IWM
-4.05%ISHARES RUSSELL 2000 INDEX
Shares3.4K
Event2025-12-31
Filed2026-01-26
IWS
0.00%ISHARES RUSSELL MIDCAP INDEX
Shares6.0K
Event2025-12-31
Filed2026-01-26
IVE
-7.83%ISHARES S&P 500 VALUE
Shares3.8K
Event2025-12-31
Filed2026-01-26
WM
1.48%WASTE MGMT INC DEL COM
Shares3.6K
Event2025-12-31
Filed2026-01-26
PLTR
-11.28%PALANTIR TECHNOLOGIES INC
Shares4.3K
Event2025-12-31
Filed2026-01-26
EXPE
0.00%EXPEDIA GROUP
Shares2.6K
Event2025-12-31
Filed2026-01-26
BA
-6.02%BOEING CO CAPITAL STOCK COMMON
Shares3.4K
Event2025-12-31
Filed2026-01-26
IJJ
0.00%ISHARES TR S&P MIDCP VALU
Shares5.5K
Event2025-12-31
Filed2026-01-26
ZBH
-92.92%ZIMMER HLDGS INC
Shares7.8K
Event2025-12-31
Filed2026-01-26
VO
-7.21%VANGUARD MID-CAP ETF
Shares2.4K
Event2025-12-31
Filed2026-01-26
GREENFIELD BANKING CO.
0.00%GREENFIELD BANKING CO.
Shares5.2K
Event2025-12-31
Filed2026-01-26
VUG
0.00%VANGUARD INDEX FDS GROWTH ETF
Shares1.3K
Event2025-12-31
Filed2026-01-26
DIS
-17.78%WALT DISNEY CO.
Shares5.7K
Event2025-12-31
Filed2026-01-26
DHR
0.26%DANAHER CORP DEL COM
Shares2.7K
Event2025-12-31
Filed2026-01-26
VGIT
0.00%VANGUARD INTERMEDIATE TERM TREASURY ETF
Shares10.4K
Event2025-12-31
Filed2026-01-26
VTI
-23.49%VANGUARD TOTAL STOCK MARKET ETF
Shares1.9K
Event2025-12-31
Filed2026-01-26
AMAT
-11.35%APPLIED MATLS INC
Shares2.4K
Event2025-12-31
Filed2026-01-26
IYH
0.00%ISHARES DOW JONES US HEALTHCARE
Shares9.3K
Event2025-12-31
Filed2026-01-26
CL
-1.94%COLGATE PALMOLIVE CO
Shares7.6K
Event2025-12-31
Filed2026-01-26
XLP
-8.37%CONSUMER STAPLES SELECT SECTOR SPDR
Shares7.7K
Event2025-12-31
Filed2026-01-26
DAL
-0.58%DELTA AIR LINES INC DEL COM NEW
Shares8.5K
Event2025-12-31
Filed2026-01-26
IWR
0.70%ISHARES RUS MID-CAP ETF
Shares6.0K
Event2025-12-31
Filed2026-01-26
MMM
0.00%3M CO
Shares3.5K
Event2025-12-31
Filed2026-01-26
VB
-11.52%VANGUARD INDEX FDS SMALL CP ETF
Shares2.2K
Event2025-12-31
Filed2026-01-26
CLH
-20.34%CLEAN HARBORS INC COM
Shares2.4K
Event2025-12-31
Filed2026-01-26
UNH
0.61%UNITED HEALTH GROUP INC
Shares1.7K
Event2025-12-31
Filed2026-01-26
TRV
-1.55%TRAVELERS COMPANIES INC COM
Shares1.8K
Event2025-12-31
Filed2026-01-26
DOV
-0.15%DOVER CORP
Shares2.7K
Event2025-12-31
Filed2026-01-26
WMB
-0.54%WILLIAMS COS INC DEL COM
Shares8.8K
Event2025-12-31
Filed2026-01-26
COST
0.33%COSTCO WHSL CORP NEW COM
Shares601
Event2025-12-31
Filed2026-01-26
T
27.87%AT&T INC
Shares20.7K
Event2025-12-31
Filed2026-01-26
NSC
3.68%NORFOLK SOUTHERN CORP
Shares1.8K
Event2025-12-31
Filed2026-01-26
ELV
-6.45%ELEVANCE HEALTH, INC.
Shares1.4K
Event2025-12-31
Filed2026-01-26
PDI
0.00%PIMCO DYNAMIC INCOME FD
Shares28.6K
Event2025-12-31
Filed2026-01-26
AON PLC
-17.42%AON PLC
Shares1.4K
Event2025-12-31
Filed2026-01-26
IJR
-1.31%ISHARES S&P SMALLCAP 600
Shares4.1K
Event2025-12-31
Filed2026-01-26
SLV
-5.53%ISHARES SILVER TRUST ISHARES
Shares7.7K
Event2025-12-31
Filed2026-01-26
TSCO
-3.37%TRACTOR SUPPLY CO COM
Shares9.8K
Event2025-12-31
Filed2026-01-26
NDAQ
-9.20%NASDAQ INC COM
Shares4.9K
Event2025-12-31
Filed2026-01-26
XLU
89.77%UTILITIES SELECT SECTOR SPDR
Shares11.1K
Event2025-12-31
Filed2026-01-26
MDLZ
-3.06%MONDELEZ INTL INC CL A
Shares8.1K
Event2025-12-31
Filed2026-01-26
VMC
0.00%VULCAN MATERIALS CO.
Shares1.5K
Event2025-12-31
Filed2026-01-26
BIV
0.00%VANGUARD BD INDEX FD INC INTERMEDIATE TRM ETF
Shares5.5K
Event2025-12-31
Filed2026-01-26
INTU
0.00%INTUIT COM
Shares646
Event2025-12-31
Filed2026-01-26
CSX
3.88%CSX CORP
Shares11.7K
Event2025-12-31
Filed2026-01-26
RF
-1.46%REGIONS FINANCIAL CORP
Shares15.5K
Event2025-12-31
Filed2026-01-26
UNILEVER PLC
NewUNILEVER PLC
Shares6.4K
Event2025-12-31
Filed2026-01-26
SPY
48.29%SPDR S&P 500 ETF TR TR UNIT
Shares608
Event2025-12-31
Filed2026-01-26
ATO
0.94%ATMOS ENERGY CORP
Shares2.5K
Event2025-12-31
Filed2026-01-26
AEP
5.02%AMERICAN ELEC PWR INC
Shares3.6K
Event2025-12-31
Filed2026-01-26
NFLX
1016.79%NETFLIX INC
Shares4.4K
Event2025-12-31
Filed2026-01-26
DGX
0.00%QUEST DIAGNOSTICS INC
Shares2.3K
Event2025-12-31
Filed2026-01-26
IXN
-0.96%ISHARES TR S&P GBL INF
Shares3.7K
Event2025-12-31
Filed2026-01-26
PZA
0.00%INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
Shares16.6K
Event2025-12-31
Filed2026-01-26
NVS
-1.21%NOVARTIS A G SPONSORED ADR
Shares2.8K
Event2025-12-31
Filed2026-01-26
PSX
-2.75%PHILLIPS 66 COM
Shares2.9K
Event2025-12-31
Filed2026-01-26
MO
-14.67%ALTRIA GROUP INC COM
Shares6.5K
Event2025-12-31
Filed2026-01-26
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares613
Event2025-12-31
Filed2026-01-26
ROST
-6.10%ROSS STORES INC.
Shares2.0K
Event2025-12-31
Filed2026-01-26
IWV
0.00%ISHARES RUSSELL 3000 INDEX
Shares919
Event2025-12-31
Filed2026-01-26
USFD
0.00%US FOODS HLDG CORP
Shares4.6K
Event2025-12-31
Filed2026-01-26
ADP
0.68%AUTOMATIC DATA PROCESSING
Shares1.3K
Event2025-12-31
Filed2026-01-26
TXN
-0.91%TEXAS INSTRUMENTS INC.
Shares2.0K
Event2025-12-31
Filed2026-01-26
ECL
-14.07%ECOLAB INC COM
Shares1.3K
Event2025-12-31
Filed2026-01-26
CRWD
-14.51%CROWDSTRIKE HLDGS INC
Shares701
Event2025-12-31
Filed2026-01-26
VEA
NewVANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF
Shares5.3K
Event2025-12-31
Filed2026-01-26
BND
0.00%VANGUARD TOTAL BOND MARKET ETF
Shares4.4K
Event2025-12-31
Filed2026-01-26
IEFA
4.14%ISHARES TR CORE MSCI EAFE
Shares3.6K
Event2025-12-31
Filed2026-01-26
PNC
1.57%PNC FINL SVCS GROUP INC COM
Shares1.6K
Event2025-12-31
Filed2026-01-26
JEPQ
0.00%J P MORGAN EXCHANGE TRADED FD
Shares5.5K
Event2025-12-31
Filed2026-01-26
D
-65.83%DOMINION ENERGY, INC
Shares5.4K
Event2025-12-31
Filed2026-01-26
ADM
-6.81%ARCHER-DANIELS-MIDLAND CO.
Shares5.5K
Event2025-12-31
Filed2026-01-26
GS
1.45%GOLDMAN SACHS GROUP INC
Shares350
Event2025-12-31
Filed2026-01-26
DUSCO STOCK
NewDUSCO STOCK
Shares359
Event2025-12-31
Filed2026-01-26
XLB
100.00%CEF SELECT SPDR FUND MATERIALS
Shares6.6K
Event2025-12-31
Filed2026-01-26
VOX
0.00%VANGUARD COMMUNICATION SERVICES
Shares1.5K
Event2025-12-31
Filed2026-01-26
IJK
0.00%ISHARES S&P MIDCAP 400 GROWTH INDEX
Shares3.0K
Event2025-12-31
Filed2026-01-26
AME
0.00%AMETEK INC NEW COM
Shares1.4K
Event2025-12-31
Filed2026-01-26
CW
0.00%CURTISS WRIGHT CORP
Shares526
Event2025-12-31
Filed2026-01-26
MEDTRONIC PLC SHS
-10.78%MEDTRONIC PLC SHS
Shares2.9K
Event2025-12-31
Filed2026-01-26
GE AEROSPACE
13.24%GE AEROSPACE
Shares898
Event2025-12-31
Filed2026-01-26
MA
4.13%MASTERCARD INC.
Shares479
Event2025-12-31
Filed2026-01-26
AGG
0.00%ISHARE LEHMAN AGGREGATE BOND
Shares2.7K
Event2025-12-31
Filed2026-01-26
CSL
-9.11%CARLISLE COS INC
Shares818
Event2025-12-31
Filed2026-01-26
KMB
-18.02%KIMBERLY CLARK CORP
Shares2.6K
Event2025-12-31
Filed2026-01-26
PLD
0.00%PROLOGIS INC
Shares2.0K
Event2025-12-31
Filed2026-01-26
CLX
1.78%CLOROX CO
Shares2.5K
Event2025-12-31
Filed2026-01-26
PRU
-3.57%PRUDENTIAL FINL INC COM
Shares2.2K
Event2025-12-31
Filed2026-01-26
RJF
-13.22%RAYMOND JAMES FINANCIAL INC
Shares1.6K
Event2025-12-31
Filed2026-01-26
ES
0.00%EVERSOURCE ENERGY COM
Shares3.7K
Event2025-12-31
Filed2026-01-26
MUB
NewISHARES TR
Shares2.3K
Event2025-12-31
Filed2026-01-26
EEM
0.00%ISHARE MSCI EMERGING MARKETS
Shares4.5K
Event2025-12-31
Filed2026-01-26
XLK
100.00%SELECT SECTOR SPDR TR TECHNOLOGY
Shares1.7K
Event2025-12-31
Filed2026-01-26
BANC3 HOLDINGS, INC
0.00%BANC3 HOLDINGS, INC
Shares20.0K
Event2025-12-31
Filed2026-01-26
SLB
0.00%SLB LIMITED
Shares6.2K
Event2025-12-31
Filed2026-01-26
CARR
-0.28%CARRIER GLOBAL CORP
Shares4.3K
Event2025-12-31
Filed2026-01-26
OHI
0.00%OMEGA HEALTHCARE INVS INC COM
Shares5.0K
Event2025-12-31
Filed2026-01-26
VRSK
-7.39%VERISK ANALYTICS INC COM
Shares978
Event2025-12-31
Filed2026-01-26
BK
0.00%BANK OF NEW YORK MELLON CORPCOM
Shares1.9K
Event2025-12-31
Filed2026-01-26
TT
-8.31%TRANE TECHNOLOGIES PLC
Shares552
Event2025-12-31
Filed2026-01-26
CVS
-28.73%CVS HEALTH CORPORATION
Shares2.7K
Event2025-12-31
Filed2026-01-26
BP
NewBP PLC ADR
Shares6.1K
Event2025-12-31
Filed2026-01-26
IOO
-4.72%ISHARES S&P GLOBAL 100 INDEX
Shares1.6K
Event2025-12-31
Filed2026-01-26
ESE
0.00%ESCO TECHNOLOGIES INC COM
Shares1.0K
Event2025-12-31
Filed2026-01-26
JOBY
0.00%JOBY AVIATION INC
Shares12.5K
Event2025-12-31
Filed2026-01-26
AVXL
0.00%ANAVEX LIFE SCIENCES CORP COM NEW
Shares15.0K
Event2025-12-31
Filed2026-01-26
XBIT
0.00%XBIOTECH INC COM
Shares13.3K
Event2025-12-31
Filed2026-01-26
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