The Analysis of THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s Holdings & P&L


Currently, THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. holds 1322 types of securities in its portfolio with a total value $242.2M. In the most recent quarter, they have increased their positions in N/A (+149.9K shares, valued at $1.6M), N/A (+84.6K shares, valued at $815.6K), WM (+3.5K shares, valued at $795.3K); decreased their positions in ORCL (-33.9K shares, valued at $5.0M), LLY (-4.3K shares, valued at $4.0M), MSFT (-8.4K shares, valued at $3.1M); initiated new positions in N/A (+62.7K shares, valued at $737.6K), N/A (+60.1K shares, valued at $653.7K), FDVV (+10.7K shares, valued at $589.1K).


1M P&L
+5.5M+2.78%
3M P&L
-10.9M-5.10%
HY P&L
+2.0M+1.00%

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/A73.1M
38.9%
2Semiconductors11.2M
6.0%
3Software - Infrastructure8.0M
4.2%

Top Industries by Stock Count

1N/A349 stocks
35.8%
2Software - Application29 stocks
3.0%
3Utilities - Regulated Electric23 stocks
2.4%
Stock Holdings
AAPL
APPLE INC
-17.95%
Shares28.3K
Event2026-03-31
Filed2026-04-14
MSFT
MICROSOFT CORP
-33.75%
Shares16.5K
Event2026-03-31
Filed2026-04-14
NVDA
NVIDIA CORP
-19.51%
Shares34.4K
Event2026-03-31
Filed2026-04-14
ALPS ETF TR ETF
ALPS ETF TR ETF
-36.24%
Shares83.9K
Event2026-03-31
Filed2026-04-14
RDVY
FIRST TRUST RISING ETF
-12.31%
Shares53.3K
Event2026-03-31
Filed2026-04-14
LLY
ELI LILLY & CO
-55.60%
Shares3.5K
Event2026-03-31
Filed2026-04-14
BERKSHIRE HATHAWAY INC
BERKSHIRE HATHAWAY INC
-16.26%
Shares6.3K
Event2026-03-31
Filed2026-04-14
IVV
ISHARES CORE S&P 500 ETF
-4.85%
Shares4.5K
Event2026-03-31
Filed2026-04-14
VUG
VANGUARD GROWTH ETF
-1.14%
Shares6.5K
Event2026-03-31
Filed2026-04-14
AMZN
AMAZON COM INC
-20.12%
Shares12.6K
Event2026-03-31
Filed2026-04-14
BROADCOM INC
BROADCOM INC
-30.57%
Shares8.3K
Event2026-03-31
Filed2026-04-14
VANGUARD INDEX FDS ETF
VANGUARD INDEX FDS ETF
-22.79%
Shares3.8K
Event2026-03-31
Filed2026-04-14
WMT
WALMART INC
-20.26%
Shares18.2K
Event2026-03-31
Filed2026-04-14
CGXU
CAPITAL GRP INTL ETF
-7.95%
Shares70.6K
Event2026-03-31
Filed2026-04-14
TSLA
TESLA INC
-20.37%
Shares5.5K
Event2026-03-31
Filed2026-04-14
ALPHABET INC NON VOTING
ALPHABET INC NON VOTING
-19.84%
Shares7.1K
Event2026-03-31
Filed2026-04-14
SPY
STATE STREET SPDR ETF
4.17%
Shares3.0K
Event2026-03-31
Filed2026-04-14
SLV
I SHARES SILVER TR ETF
9.51%
Shares27.4K
Event2026-03-31
Filed2026-04-14
JPM
JPMORGAN CHASE & CO
-19.04%
Shares6.2K
Event2026-03-31
Filed2026-04-14
IEFA
ISHARES CORE MSCI ETF
-17.12%
Shares19.6K
Event2026-03-31
Filed2026-04-14
OUSM
ALPS ETF TR ETF
-20.46%
Shares39.8K
Event2026-03-31
Filed2026-04-14
INVESCO QQQ TR ETF
INVESCO QQQ TR ETF
-2.96%
Shares3.0K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
2520.80%
Shares155.9K
Event2026-03-31
Filed2026-04-14
COST
COSTCO WHSL CORP NEW
-20.00%
Shares1.7K
Event2026-03-31
Filed2026-04-14
CSCO
CISCO SYSTEMS INC
-27.98%
Shares21.3K
Event2026-03-31
Filed2026-04-14
CGGR
CAPITAL GRP GROWTH ETF
16.16%
Shares39.0K
Event2026-03-31
Filed2026-04-14
CGDV
CAPITAL GRP DIVIDEND ETF
18.57%
Shares35.5K
Event2026-03-31
Filed2026-04-14
SIL
GLOBAL X FDS ETF
-20.51%
Shares16.7K
Event2026-03-31
Filed2026-04-14
ALPHABET INC VOTING
ALPHABET INC VOTING
-35.18%
Shares5.2K
Event2026-03-31
Filed2026-04-14
JNJ
JOHNSON & JOHNSON
-19.46%
Shares6.0K
Event2026-03-31
Filed2026-04-14
MCD
MCDONALDS CORP
-18.63%
Shares4.7K
Event2026-03-31
Filed2026-04-14
CMI
CUMMINS INC
-23.69%
Shares2.7K
Event2026-03-31
Filed2026-04-14
LVHI
FRANKLIN INTL LOW ETF
12.43%
Shares34.4K
Event2026-03-31
Filed2026-04-14
PSX
PHILLIPS 66
-25.49%
Shares7.6K
Event2026-03-31
Filed2026-04-14
XOM
EXXON MOBIL CORP
-26.49%
Shares7.9K
Event2026-03-31
Filed2026-04-14
CVX
CHEVRON CORPORATION
-29.94%
Shares6.3K
Event2026-03-31
Filed2026-04-14
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-15.29%
Shares11.1K
Event2026-03-31
Filed2026-04-14
JGRO
JPMORGAN TR ACTIVE ETF
22.18%
Shares15.0K
Event2026-03-31
Filed2026-04-14
RECS
COLUMBIA ETF TR I ETF
-30.76%
Shares31.9K
Event2026-03-31
Filed2026-04-14
VTV
VANGUARD VALUE ETF
15.58%
Shares6.3K
Event2026-03-31
Filed2026-04-14
ROUS
LATTICE STRATEGIES ETF
14.79%
Shares20.6K
Event2026-03-31
Filed2026-04-14
AAM
AAM
210.83%
Shares124.8K
Event2026-03-31
Filed2026-04-14
LMT
LOCKHEED MARTIN CORP
-34.96%
Shares1.9K
Event2026-03-31
Filed2026-04-14
GENL DYNAMICS CORP
GENL DYNAMICS CORP
-21.79%
Shares3.4K
Event2026-03-31
Filed2026-04-14
HD
HOME DEPOT INC
-39.18%
Shares3.4K
Event2026-03-31
Filed2026-04-14
ADI
ANALOG DEVICES INC
-24.35%
Shares3.5K
Event2026-03-31
Filed2026-04-14
NEE
NEXTERA ENERGY INC
-15.06%
Shares11.7K
Event2026-03-31
Filed2026-04-14
LINDE PLC NEW
LINDE PLC NEW
-11.84%
Shares2.1K
Event2026-03-31
Filed2026-04-14
IJH
ISHARES CORE S&P MID ETF
-13.09%
Shares15.3K
Event2026-03-31
Filed2026-04-14
CAT
CATERPILLAR INC
-11.40%
Shares1.4K
Event2026-03-31
Filed2026-04-14
EFG
ISHARES ETF
-15.28%
Shares9.1K
Event2026-03-31
Filed2026-04-14
FNDE
SCHWAB STRATEGIC TR ETF
-10.63%
Shares26.1K
Event2026-03-31
Filed2026-04-14
SYK
STRYKER CORP
-19.05%
Shares3.0K
Event2026-03-31
Filed2026-04-14
JAVA
J P MORGAN EXCHANGE ETF
9.44%
Shares13.8K
Event2026-03-31
Filed2026-04-14
PG
PROCTER & GAMBLE CO
-15.92%
Shares6.8K
Event2026-03-31
Filed2026-04-14
FLQM
FRANKLIN TEMPLETON ETF
-9.21%
Shares17.6K
Event2026-03-31
Filed2026-04-14
CB
CHUBB LTD
-18.43%
Shares3.0K
Event2026-03-31
Filed2026-04-14
BLACKROCK INC COM NEW
BLACKROCK INC COM NEW
-14.76%
Shares999
Event2026-03-31
Filed2026-04-14
TXN
TEXAS INSTRUMENTS INC
-30.73%
Shares4.8K
Event2026-03-31
Filed2026-04-14
ISCF
ISHARES TR ETF
-11.78%
Shares22.1K
Event2026-03-31
Filed2026-04-14
TSM
TAIWAN SEMICONDUCTOR
21.43%
Shares2.7K
Event2026-03-31
Filed2026-04-14
AMGN
AMGEN INC
-35.82%
Shares2.6K
Event2026-03-31
Filed2026-04-14
ACWI
ISHARES MSCI ACWI ETF
8.40%
Shares6.6K
Event2026-03-31
Filed2026-04-14
PH
PARKER-HANNIFIN CORP
-11.79%
Shares1.0K
Event2026-03-31
Filed2026-04-14
JSMD
JANUS DETROIT STR TR ETF
-7.55%
Shares11.4K
Event2026-03-31
Filed2026-04-14
ABBV
ABBVIE INC
-47.06%
Shares4.1K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
998.13%
Shares78.6K
Event2026-03-31
Filed2026-04-14
GLD
SPDR GOLD TRUST ETF
65.22%
Shares2.6K
Event2026-03-31
Filed2026-04-14
LHX
L3HARRIS TECHNOLOGIES
-15.58%
Shares2.5K
Event2026-03-31
Filed2026-04-14
VIG
VANGUARD DIVIDEND ETF
-3.67%
Shares4.0K
Event2026-03-31
Filed2026-04-14
VO
VANGUARD MID CAP ETF
16.59%
Shares3.0K
Event2026-03-31
Filed2026-04-14
INVESCO TR ETF
INVESCO TR ETF
14.44%
Shares4.4K
Event2026-03-31
Filed2026-04-14
GWW
GRAINGER W W INC
-19.49%
Shares764
Event2026-03-31
Filed2026-04-14
FFOG
FRANKLIN TEMPLETON ETF
-9.86%
Shares20.2K
Event2026-03-31
Filed2026-04-14
IEMG
ISHARES INC ETF
-12.54%
Shares11.9K
Event2026-03-31
Filed2026-04-14
ITW
ILLINOIS TOOL WORKS INC
-29.07%
Shares3.2K
Event2026-03-31
Filed2026-04-14
WM
WASTE MGMT INC DEL
3296.19%
Shares3.6K
Event2026-03-31
Filed2026-04-14
VB
VANGUARD SMALL CAP ETF
-0.70%
Shares3.1K
Event2026-03-31
Filed2026-04-14
PEP
PEPSICO INCORPORATED
-23.81%
Shares5.2K
Event2026-03-31
Filed2026-04-14
AOM
ISHARES TR CORE ETF
19.79%
Shares17.0K
Event2026-03-31
Filed2026-04-14
MA
MASTERCARD INC CL A
0.69%
Shares1.6K
Event2026-03-31
Filed2026-04-14
PWR
QUANTA SVCS INC
-19.71%
Shares1.4K
Event2026-03-31
Filed2026-04-14
LOW
LOWES COMPANIES INC
-23.54%
Shares3.3K
Event2026-03-31
Filed2026-04-14
V
VISA INC CLASS A
-5.38%
Shares2.6K
Event2026-03-31
Filed2026-04-14
META
META PLATFORMS INC
-9.69%
Shares1.4K
Event2026-03-31
Filed2026-04-14
ILCG
ISHARES MORNINGSTAR ETF
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-14
APH
AMPHENOL CORP NEW
-17.06%
Shares6.0K
Event2026-03-31
Filed2026-04-14
XLK
SELECT SECTOR SPDR ETF
-40.78%
Shares5.6K
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares62.7K
Event2026-03-31
Filed2026-04-14
MEDTRONIC PLC
MEDTRONIC PLC
-13.64%
Shares8.3K
Event2026-03-31
Filed2026-04-14
KO
COCA-COLA COMPANY
-3.17%
Shares9.4K
Event2026-03-31
Filed2026-04-14
MU
MICRON TECHNOLOGY INC
-25.04%
Shares2.1K
Event2026-03-31
Filed2026-04-14
GLW
CORNING INC
-7.95%
Shares5.3K
Event2026-03-31
Filed2026-04-14
DIA
STATE STREET SPDR ETF
-4.11%
Shares1.5K
Event2026-03-31
Filed2026-04-14
SDVY
FIRST TR ETF VI ETF
-9.77%
Shares18.0K
Event2026-03-31
Filed2026-04-14
GMMF
BLACKROCK TR ISHARES ETF
39.60%
Shares6.9K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
575.33%
Shares59.9K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares60.1K
Event2026-03-31
Filed2026-04-14
ABT
ABBOTT LABORATORIES
-19.07%
Shares6.3K
Event2026-03-31
Filed2026-04-14
AFL
AFLAC INC
-23.35%
Shares5.9K
Event2026-03-31
Filed2026-04-14
IBM
INTERNATIONAL BUSINESS
-62.95%
Shares2.6K
Event2026-03-31
Filed2026-04-14
MLM
MARTIN MARIETTA
-1.93%
Shares1.1K
Event2026-03-31
Filed2026-04-14
SPGI
S&P GLOBAL INC
-16.11%
Shares1.5K
Event2026-03-31
Filed2026-04-14
PLD
PROLOGIS INC
-20.98%
Shares4.7K
Event2026-03-31
Filed2026-04-14
EATON CORP PLC
EATON CORP PLC
-51.67%
Shares1.7K
Event2026-03-31
Filed2026-04-14
VGSH
VANGUARD SHORT-TERM ETF
-0.06%
Shares10.5K
Event2026-03-31
Filed2026-04-14
ORCL
ORACLE CORPORATION
-89.14%
Shares4.1K
Event2026-03-31
Filed2026-04-14
GPIX
GOLDMAN SACHS TR ETF
-16.52%
Shares12.1K
Event2026-03-31
Filed2026-04-14
TT
TRANE TECHNOLOGIES PLC
3434.15%
Shares1.4K
Event2026-03-31
Filed2026-04-14
HBNC
HORIZON BANCORP INC
0.00%
Shares35.9K
Event2026-03-31
Filed2026-04-14
FDVV
FIDELITY HIGH ETF
New
Shares10.7K
Event2026-03-31
Filed2026-04-14
MSI
MOTOROLA SOLUTIONS INC
182.29%
Shares1.4K
Event2026-03-31
Filed2026-04-14
ATO
ATMOS ENERGY CORP
-11.78%
Shares3.1K
Event2026-03-31
Filed2026-04-14
ADP
AUTOMATIC DATA
-32.46%
Shares2.8K
Event2026-03-31
Filed2026-04-14
ASML
ASML HOLDING NV
-15.35%
Shares430
Event2026-03-31
Filed2026-04-14
SPXC
SPX TECHNOLOGIES INC
-4.60%
Shares2.8K
Event2026-03-31
Filed2026-04-14
ECL
ECOLAB INC
-17.48%
Shares2.1K
Event2026-03-31
Filed2026-04-14
TXUE
THORNBURG TR ETF
7.08%
Shares17.4K
Event2026-03-31
Filed2026-04-14
SHW
SHERWIN WILLIAMS CO
-9.95%
Shares1.7K
Event2026-03-31
Filed2026-04-14
INCM
FRANKLIN TEMPLETON ETF
23.13%
Shares19.0K
Event2026-03-31
Filed2026-04-14
CMS
CMS ENERGY CORP
-17.69%
Shares6.9K
Event2026-03-31
Filed2026-04-14
ESE
ESCO TECHNOLOGIES INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
489.98%
Shares44.7K
Event2026-03-31
Filed2026-04-14
SPHQ
INVESCO TR ETF
-0.29%
Shares6.8K
Event2026-03-31
Filed2026-04-14
ROSC
HARTFORD MULTIFACTOR ETF
-12.21%
Shares10.4K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLOS LP
FIRST TRUST PORTFOLOS LP
2136.90%
Shares46.0K
Event2026-03-31
Filed2026-04-14
PYLD
PIMCO TR MULTISECTOR ETF
20.12%
Shares18.9K
Event2026-03-31
Filed2026-04-14
CW
CURTISS-WRIGHT CORP
New
Shares725
Event2026-03-31
Filed2026-04-14
TJX
TJX COS INC NEW
-10.93%
Shares3.1K
Event2026-03-31
Filed2026-04-14
BND
VANGUARD TOTAL BOND ETF
-1.33%
Shares6.6K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
922.57%
Shares41.6K
Event2026-03-31
Filed2026-04-14
AMD
ADVANCED MICRO
-16.26%
Shares2.4K
Event2026-03-31
Filed2026-04-14
BRO
BROWN AND BROWN INC COM
-16.41%
Shares7.4K
Event2026-03-31
Filed2026-04-14
MTSI
MACOM TECHNOLOGY
New
Shares2.2K
Event2026-03-31
Filed2026-04-14
PLTR
PALANTIR TECHNOLOGIES
-27.50%
Shares3.3K
Event2026-03-31
Filed2026-04-14
SN
SHARKNINJA INC
-14.28%
Shares4.5K
Event2026-03-31
Filed2026-04-14
XYL
XYLEM INC
-18.91%
Shares4.0K
Event2026-03-31
Filed2026-04-14
USLM
UNITED STATES LIME &
-6.94%
Shares3.6K
Event2026-03-31
Filed2026-04-14
DFIC
DIMENSIONAL TR ETF
New
Shares13.3K
Event2026-03-31
Filed2026-04-14
CTAS
CINTAS CORP
-12.34%
Shares2.8K
Event2026-03-31
Filed2026-04-14
AEM
AGNICO EAGLE MINES
-20.08%
Shares2.3K
Event2026-03-31
Filed2026-04-14
AIT
APPLIED INDL TECH INC
-12.47%
Shares1.7K
Event2026-03-31
Filed2026-04-14
NJR
NEW JERSEY RES CORP
-23.85%
Shares8.2K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFLIOS LP
FIRST TRUST PORTFLIOS LP
New
Shares38.4K
Event2026-03-31
Filed2026-04-14
JXX
JANUS DETROIT STR TR ETF
4.75%
Shares17.8K
Event2026-03-31
Filed2026-04-14
RTX
RTX CORP
-41.93%
Shares2.3K
Event2026-03-31
Filed2026-04-14
AMT
AMERICAN TOWER CORP
-10.82%
Shares2.5K
Event2026-03-31
Filed2026-04-14
JKHY
JACK HENRY & ASSOC INC
-17.37%
Shares2.8K
Event2026-03-31
Filed2026-04-14
VSS
VANGUARD INTL EQUITY ETF
-11.68%
Shares3.0K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
337.79%
Shares40.9K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
3149.43%
Shares40.0K
Event2026-03-31
Filed2026-04-14
CELESTICA INC
CELESTICA INC
-1.49%
Shares1.5K
Event2026-03-31
Filed2026-04-14
ICE
INTERCONTINENTAL EXCH
-16.75%
Shares2.7K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares42.1K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
1935.09%
Shares38.7K
Event2026-03-31
Filed2026-04-14
LAM RESH CORP
LAM RESH CORP
-25.29%
Shares1.9K
Event2026-03-31
Filed2026-04-14
CENCORA INC
CENCORA INC
-20.49%
Shares1.3K
Event2026-03-31
Filed2026-04-14
DFAC
DIMENSIONAL TR US ETF
New
Shares10.5K
Event2026-03-31
Filed2026-04-14
URI
UNITED RENTALS INC
-1.25%
Shares553
Event2026-03-31
Filed2026-04-14
DIS
WALT DISNEY COMPANY
-6.44%
Shares4.2K
Event2026-03-31
Filed2026-04-14
MDLZ
MONDELEZ INTL INC
-21.75%
Shares6.8K
Event2026-03-31
Filed2026-04-14
GE AEROSPACE NEW
GE AEROSPACE NEW
-7.45%
Shares1.4K
Event2026-03-31
Filed2026-04-14
CL
COLGATE-PALMOLIVE CO
-16.13%
Shares4.6K
Event2026-03-31
Filed2026-04-14
SHOP
SHOPIFY INC CL A
-5.12%
Shares3.3K
Event2026-03-31
Filed2026-04-14
FXR
FIRST TRUST ETF
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-14
VONV
VANGUARD RUSSELL ETF
282.65%
Shares4.1K
Event2026-03-31
Filed2026-04-14
BIL
STATE STREET SPDR ETF
239.92%
Shares4.2K
Event2026-03-31
Filed2026-04-14
EMR
EMERSON ELECTRIC CO
-69.64%
Shares2.9K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
957.58%
Shares36.8K
Event2026-03-31
Filed2026-04-14
BARRICK MNG CORP
BARRICK MNG CORP
-20.80%
Shares9.2K
Event2026-03-31
Filed2026-04-14
O
REALTY INCOME CORP
-25.04%
Shares6.1K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares34.9K
Event2026-03-31
Filed2026-04-14
CBSH
COMMERCE BANCSHARES INC
-19.72%
Shares7.3K
Event2026-03-31
Filed2026-04-14
VEA
VANGUARD FTSE ETF
528.33%
Shares5.6K
Event2026-03-31
Filed2026-04-14
CHD
CHURCH & DWIGHT INC
-9.43%
Shares3.8K
Event2026-03-31
Filed2026-04-14
ISRG
INTUITIVE SURGICAL INC
-7.32%
Shares747
Event2026-03-31
Filed2026-04-14
EME
EMCOR GROUP INC
-4.70%
Shares466
Event2026-03-31
Filed2026-04-14
SHY
ISHARES ETF
-0.07%
Shares4.2K
Event2026-03-31
Filed2026-04-14
FCX
FREEPORT-MCMORAN INC
-21.67%
Shares5.8K
Event2026-03-31
Filed2026-04-14
SILJ
AMPLIFY JUNIOR SILVR ETF
1406.45%
Shares11.4K
Event2026-03-31
Filed2026-04-14
FIVE
FIVE BELOW INC
New
Shares1.4K
Event2026-03-31
Filed2026-04-14
COP
CONOCOPHILLIPS
-3.76%
Shares2.4K
Event2026-03-31
Filed2026-04-14
FEDERAL REALTY
FEDERAL REALTY
-22.79%
Shares3.0K
Event2026-03-31
Filed2026-04-14
XLF
SELECT SECTOR SPDR ETF
0.08%
Shares6.4K
Event2026-03-31
Filed2026-04-14
FAST
FASTENAL CO
-16.91%
Shares6.7K
Event2026-03-31
Filed2026-04-14
MS
MORGAN STANLEY & CO
-14.78%
Shares1.8K
Event2026-03-31
Filed2026-04-14
INTU
INTUIT INC
-4.19%
Shares686
Event2026-03-31
Filed2026-04-14
MERCK & CO INC NEW
MERCK & CO INC NEW
-41.51%
Shares2.5K
Event2026-03-31
Filed2026-04-14
CRWD
CROWDSTRIKE HLDGS INC
22.20%
Shares754
Event2026-03-31
Filed2026-04-14
AFLG
FIRST TR EXCHANGE ETF
-9.39%
Shares7.5K
Event2026-03-31
Filed2026-04-14
ROAD
CONSTRUCTION PARTNERS
20.93%
Shares2.6K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares24.8K
Event2026-03-31
Filed2026-04-14
WPM
WHEATON PRECIOUS METALS
-17.52%
Shares2.2K
Event2026-03-31
Filed2026-04-14
PNR
PENTAIR PLC
-7.53%
Shares3.3K
Event2026-03-31
Filed2026-04-14
JPIB
JPMORGAN ETF
0.87%
Shares5.9K
Event2026-03-31
Filed2026-04-14
T
AT & T INC
-16.54%
Shares9.7K
Event2026-03-31
Filed2026-04-14
DGRO
ISHARES CORE ETF
6.20%
Shares4.0K
Event2026-03-31
Filed2026-04-14
QQQM
INVESCO NASDAQ 100 ETF
137.04%
Shares1.2K
Event2026-03-31
Filed2026-04-14
BIV
VANGUARD INTERMEDIAT ETF
0.22%
Shares3.6K
Event2026-03-31
Filed2026-04-14
FTHI
FIRST TR BUY WRITE ETF
-5.61%
Shares12.0K
Event2026-03-31
Filed2026-04-14
SPIB
STATE STREET SPDR ETF
8.47%
Shares8.1K
Event2026-03-31
Filed2026-04-14
FNV
FRANCO-NEVADA CORP
-18.03%
Shares1.1K
Event2026-03-31
Filed2026-04-14
FXL
FIRST TRUST TECHNLGY ETF
-12.33%
Shares1.7K
Event2026-03-31
Filed2026-04-14
AGG
ISHARES CORE U.S. ETF
0.04%
Shares2.7K
Event2026-03-31
Filed2026-04-14
IJR
ISHARES CORE S&P ETF
-0.55%
Shares2.2K
Event2026-03-31
Filed2026-04-14
DLN
WISDOMTREE L/C DVD F ETF
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares25.8K
Event2026-03-31
Filed2026-04-14
EOG
EOG RESOURCES INC
-1.62%
Shares1.8K
Event2026-03-31
Filed2026-04-14
ITA
ISHS US AERO & DEF ETF
-6.81%
Shares1.2K
Event2026-03-31
Filed2026-04-14
RGLD
ROYAL GOLD INC
-28.32%
Shares1.0K
Event2026-03-31
Filed2026-04-14
XLV
SELECT SECTOR SPDR ETF
-48.80%
Shares1.8K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares27.0K
Event2026-03-31
Filed2026-04-14
VLO
VALERO ENERGY CORP NEW
11.66%
Shares1.1K
Event2026-03-31
Filed2026-04-14
DUKE ENERGY CORP
DUKE ENERGY CORP
-9.15%
Shares2.0K
Event2026-03-31
Filed2026-04-14
DFEM
DIMENSIONAL TR ETF
New
Shares7.4K
Event2026-03-31
Filed2026-04-14
MUB
ISHARES NATIONAL ETF
672.84%
Shares2.4K
Event2026-03-31
Filed2026-04-14
RODM
HARTFORD MULTIFACTOR ETF
-15.43%
Shares6.5K
Event2026-03-31
Filed2026-04-14
AMAT
APPLIED MATERIALS INC
-29.17%
Shares748
Event2026-03-31
Filed2026-04-14
NDMO
NUVEEN DYNAMIC MUNICIPAL
1.18%
Shares24.8K
Event2026-03-31
Filed2026-04-14
VTI
VANGUARD TOTAL STOCK ETF
81.88%
Shares793
Event2026-03-31
Filed2026-04-14
DELL
DELL TECHNOLOGIES
33.16%
Shares1.5K
Event2026-03-31
Filed2026-04-14
PNC
PNC FINANCIAL SERVICES
-11.16%
Shares1.2K
Event2026-03-31
Filed2026-04-14
TLN
TALEN ENERGY CORP NEW
-24.61%
Shares775
Event2026-03-31
Filed2026-04-14
OKE
ONEOK INC NEW
-3.43%
Shares2.7K
Event2026-03-31
Filed2026-04-14
VST
VISTRA CORP
-13.54%
Shares1.6K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares24.7K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares24.9K
Event2026-03-31
Filed2026-04-14
ZTS
ZOETIS INC
15.90%
Shares2.0K
Event2026-03-31
Filed2026-04-14
PPG
P P G INDUSTRIES INC
-12.10%
Shares2.3K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
337.44%
Shares22.7K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
9612.39%
Shares21.2K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares20.2K
Event2026-03-31
Filed2026-04-14
HYG
ISHARES IBOXX $ ETF
9.72%
Shares3.0K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORT LP
FIRST TRUST PORT LP
65.60%
Shares21.2K
Event2026-03-31
Filed2026-04-14
FDX
FEDEX CORPORATION
-5.35%
Shares655
Event2026-03-31
Filed2026-04-14
FITB
FIFTH THIRD BANCORP
0.30%
Shares5.0K
Event2026-03-31
Filed2026-04-14
CGMU
CAPITAL GRP ETF
92.03%
Shares8.4K
Event2026-03-31
Filed2026-04-14
ROP
ROPER TECHNOLOGIES
2.77%
Shares630
Event2026-03-31
Filed2026-04-14
DASH
DOORDASH INC
18.66%
Shares1.5K
Event2026-03-31
Filed2026-04-14
JEPI
JPMORGAN EQUITY TR ETF
-22.01%
Shares3.9K
Event2026-03-31
Filed2026-04-14
OXY
OCCIDENTAL PETE CORP
-12.35%
Shares3.4K
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares22.0K
Event2026-03-31
Filed2026-04-14
FNX
FIRST TRUST MID CAP ETF
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
153.04%
Shares18.4K
Event2026-03-31
Filed2026-04-14
ABBNY
ABB LTD -SPONS ADR
-3.95%
Shares2.7K
Event2026-03-31
Filed2026-04-14
STLD
STEEL DYNAMICS INC
156.65%
Shares1.2K
Event2026-03-31
Filed2026-04-14
SCHW
SCHWAB CHARLES CORP NEW
-14.61%
Shares2.3K
Event2026-03-31
Filed2026-04-14
GRMN
GARMIN LTD
55.38%
Shares909
Event2026-03-31
Filed2026-04-14
QCOM
QUALCOMM INC
-53.71%
Shares1.6K
Event2026-03-31
Filed2026-04-14
OKLO
OKLO INC CL A
-18.75%
Shares4.2K
Event2026-03-31
Filed2026-04-14
KMI
KINDER MORGAN INC DEL
-41.94%
Shares6.2K
Event2026-03-31
Filed2026-04-14
NFLX
NETFLIX INC
97.71%
Shares2.2K
Event2026-03-31
Filed2026-04-14
VONG
VANGUARD RUSSELL ETF
New
Shares1.8K
Event2026-03-31
Filed2026-04-14
CVS
CVS HEALTH
-8.72%
Shares2.8K
Event2026-03-31
Filed2026-04-14
QID
PROSHARES TR ETF
New
Shares8.7K
Event2026-03-31
Filed2026-04-14
EFV
ISHARES ETF
-9.55%
Shares2.7K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares18.3K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
1163.46%
Shares19.4K
Event2026-03-31
Filed2026-04-14
NEU
NEWMARKET CORPORATION
37.61%
Shares300
Event2026-03-31
Filed2026-04-14
HDV
ISHARES ETF
5.75%
Shares1.4K
Event2026-03-31
Filed2026-04-14
UBER
UBER TECHNOLOGIES
-22.01%
Shares2.7K
Event2026-03-31
Filed2026-04-14
MKC
MC CORMICK & CO INC
-9.01%
Shares3.8K
Event2026-03-31
Filed2026-04-14
WELL
WELLTOWER INC
-6.80%
Shares960
Event2026-03-31
Filed2026-04-14
NDAQ
NASDAQ INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-14
XLE
SELECT SECTOR SPDR ETF
-0.39%
Shares3.1K
Event2026-03-31
Filed2026-04-14
GDX
VANECK GOLD MINERS ETF
-11.26%
Shares2.0K
Event2026-03-31
Filed2026-04-14
ALPS ETF TR ETF
ALPS ETF TR ETF
-23.63%
Shares4.6K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares17.5K
Event2026-03-31
Filed2026-04-14
CRCL
CIRCLE INTERNET GRP INC
8.66%
Shares1.9K
Event2026-03-31
Filed2026-04-14
IUSV
ISHARES ETF
425.58%
Shares1.8K
Event2026-03-31
Filed2026-04-14
HON
HONEYWELL INTERNATIONAL
-38.41%
Shares813
Event2026-03-31
Filed2026-04-14
NLR
VANECK ETF TRUST ETF
-20.62%
Shares1.4K
Event2026-03-31
Filed2026-04-14
UNP
UNION PACIFIC CORP
-59.86%
Shares751
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares10.4K
Event2026-03-31
Filed2026-04-14
VWO
VANGUARD INTL EQUITY ETF
831.18%
Shares3.3K
Event2026-03-31
Filed2026-04-14
ISHARES GOLD TR ETF
ISHARES GOLD TR ETF
600.00%
Shares2.0K
Event2026-03-31
Filed2026-04-14
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares897
Event2026-03-31
Filed2026-04-14
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-17.18%
Shares892
Event2026-03-31
Filed2026-04-14
SCHD
SCHWAB US DIVIDEND ETF
7.75%
Shares5.7K
Event2026-03-31
Filed2026-04-14
BDX
BECTON DICKINSON & CO
-5.80%
Shares1.1K
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares15.9K
Event2026-03-31
Filed2026-04-14
CEG
CONSTELLATION ENERGY
-22.14%
Shares619
Event2026-03-31
Filed2026-04-14
IUSG
ISHARES ETF
440.98%
Shares1.1K
Event2026-03-31
Filed2026-04-14
BLV
VANGUARD LONG TERM ETF
2.78%
Shares2.5K
Event2026-03-31
Filed2026-04-14
WMB
WILLIAMS COMPANIES
-25.65%
Shares2.3K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
941.24%
Shares14.3K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares12.8K
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
New
Shares14.8K
Event2026-03-31
Filed2026-04-14
XLU
SELECT SECTOR SPDR ETF
7.52%
Shares3.7K
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
0.00%
Shares16.9K
Event2026-03-31
Filed2026-04-14
HPE
HEWLETT PACKARD
165.09%
Shares6.9K
Event2026-03-31
Filed2026-04-14
WRB
BERKLEY W R CORPORATION
-2.95%
Shares2.5K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares15.0K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORT LP
FIRST TRUST PORT LP
New
Shares12.8K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares16.9K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares13.2K
Event2026-03-31
Filed2026-04-14
MMC
MARSH
-62.65%
Shares915
Event2026-03-31
Filed2026-04-14
VIOO
VANGUARD S&P ETF
228.05%
Shares1.3K
Event2026-03-31
Filed2026-04-14
TNA
DIREXION SHS TR ETF
97.40%
Shares3.5K
Event2026-03-31
Filed2026-04-14
SCCO
SOUTHERN COPPER CORP
-18.53%
Shares897
Event2026-03-31
Filed2026-04-14
STRL
STERLING INFRASTRUCTURE
New
Shares378
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
4233.23%
Shares14.5K
Event2026-03-31
Filed2026-04-14
INTC
INTEL CORP
3.93%
Shares3.4K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares14.1K
Event2026-03-31
Filed2026-04-14
CGMM
CAPITAL GRP EQUITY ETF
32.78%
Shares5.0K
Event2026-03-31
Filed2026-04-14
CRWV
COREWEAVE INC
22.83%
Shares1.9K
Event2026-03-31
Filed2026-04-14
INVESTMENT MANAGERS ETF
INVESTMENT MANAGERS ETF
215.90%
Shares7.6K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
483.10%
Shares14.5K
Event2026-03-31
Filed2026-04-14
ROK
ROCKWELL AUTOMATION INC
-5.58%
Shares406
Event2026-03-31
Filed2026-04-14
NEM
NEWMONT CORP
-45.94%
Shares1.3K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares13.6K
Event2026-03-31
Filed2026-04-14
PAGAYA TECHNOLOGIES LTD
PAGAYA TECHNOLOGIES LTD
206.15%
Shares12.2K
Event2026-03-31
Filed2026-04-14
GD
BANK MONTREAL QUE ETN
34.68%
Shares699
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
989.71%
Shares12.6K
Event2026-03-31
Filed2026-04-14
VZ
VERIZON COMMUNICATIONS
-31.49%
Shares2.8K
Event2026-03-31
Filed2026-04-14
VBR
VANGUARD SMALL CAP V ETF
-48.38%
Shares639
Event2026-03-31
Filed2026-04-14
BSTZ
BLACKROCK SCIENCE AND
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-14
DE
DEERE & CO
-4.31%
Shares244
Event2026-03-31
Filed2026-04-14
SRE
SEMPRA ENERGY
-42.57%
Shares1.4K
Event2026-03-31
Filed2026-04-14
VTWO
VANGUARD RUSSELL ETF
New
Shares1.4K
Event2026-03-31
Filed2026-04-14
SIEGY
SIEMENS A G - ADR
-4.21%
Shares1.1K
Event2026-03-31
Filed2026-04-14
CDNS
CADENCE DESIGN SYSTEMS
1.24%
Shares488
Event2026-03-31
Filed2026-04-14
HAL
HALLIBURTON COMPANY
-12.01%
Shares3.5K
Event2026-03-31
Filed2026-04-14
PM
PHILIP MORRIS
14.86%
Shares804
Event2026-03-31
Filed2026-04-14
CAH
CARDINAL HEALTH INC
-8.97%
Shares619
Event2026-03-31
Filed2026-04-14
MTZ
MASTEC INC
New
Shares407
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares13.4K
Event2026-03-31
Filed2026-04-14
ALPS TR ETF
ALPS TR ETF
0.86%
Shares2.5K
Event2026-03-31
Filed2026-04-14
IAG
IAMGOLD CORPORATION
98.09%
Shares6.8K
Event2026-03-31
Filed2026-04-14
EQT CORP
EQT CORP
-0.25%
Shares2.0K
Event2026-03-31
Filed2026-04-14
MYRG
MYR GROUP INC./DELAWARE
New
Shares451
Event2026-03-31
Filed2026-04-14
INVESCO
INVESCO
New
Shares14.2K
Event2026-03-31
Filed2026-04-14
AON PLC
AON PLC
0.00%
Shares391
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
New
Shares12.8K
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares11.2K
Event2026-03-31
Filed2026-04-14
VBK
VANGUARD SMALL CAP ETF
-26.74%
Shares411
Event2026-03-31
Filed2026-04-14
RWL
INVESCO TR II ETF
-22.74%
Shares1.1K
Event2026-03-31
Filed2026-04-14
SMH
VANECK VECTORS TR ETF
-49.60%
Shares317
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares11.3K
Event2026-03-31
Filed2026-04-14
KMB
KIMBERLY-CLARK CORP
-32.38%
Shares1.3K
Event2026-03-31
Filed2026-04-14
NUGT
DIREXION SHS TR ETF
-61.56%
Shares642
Event2026-03-31
Filed2026-04-14
SONY
SONY GROUP CORP NEW ADR
-20.41%
Shares5.8K
Event2026-03-31
Filed2026-04-14
AEP
AMERICAN ELECTRIC POWER
-1.30%
Shares913
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares13.9K
Event2026-03-31
Filed2026-04-14
SBUX
STARBUCKS CORP
30.79%
Shares1.3K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
412.97%
Shares11.4K
Event2026-03-31
Filed2026-04-14
EBAY
EBAY INC
-7.29%
Shares1.2K
Event2026-03-31
Filed2026-04-14
XLP
SELECT SECTOR SPDR ETF
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-14
JEPQ
JPMORGAN TR NASDAQ ETF
0.10%
Shares2.0K
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
New
Shares11.6K
Event2026-03-31
Filed2026-04-14
ORLY
O'REILLY AUTOMOTIVE INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-14
LQD
ISHARES IBOXX & ETF
-14.42%
Shares1.0K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
43.78%
Shares10.9K
Event2026-03-31
Filed2026-04-14
CIEN
CIENA CORP
New
Shares284
Event2026-03-31
Filed2026-04-14
HSY
HERSHEY COMPANY
-54.25%
Shares528
Event2026-03-31
Filed2026-04-14
FIRST TRUST DOW JONE ETF
FIRST TRUST DOW JONE ETF
New
Shares469
Event2026-03-31
Filed2026-04-14
AIRR
FIRST TR RBA ETF
-1.99%
Shares987
Event2026-03-31
Filed2026-04-14
NAIL
DIREXION SHS TR ETF
New
Shares2.9K
Event2026-03-31
Filed2026-04-14
FELC
FIDELITY COVINGTON ETF
New
Shares3.0K
Event2026-03-31
Filed2026-04-14
NUE
NUCOR CORP
-17.90%
Shares642
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
321.91%
Shares10.5K
Event2026-03-31
Filed2026-04-14
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-15.36%
Shares518
Event2026-03-31
Filed2026-04-14
ETR
ENTERGY CORP NEW
-26.82%
Shares944
Event2026-03-31
Filed2026-04-14
SPG
SIMON PROPERTY GROUP
-6.58%
Shares568
Event2026-03-31
Filed2026-04-14
MIDU
DIREXION SHS TR ETF
New
Shares2.0K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares9.9K
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
New
Shares9.5K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFLIOS LP
FIRST TRUST PORTFLIOS LP
558.51%
Shares8.2K
Event2026-03-31
Filed2026-04-14
TYG
TORTOISE ENERGY
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-14
TFI
STATE STREET SPDR ETF
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-14
PFE
PFIZER INCORPORATED
2.14%
Shares3.7K
Event2026-03-31
Filed2026-04-14
GILD
GILEAD SCIENCES INC
-3.14%
Shares740
Event2026-03-31
Filed2026-04-14
CNQ
CANADIAN NATURAL
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-14
PAYX
PAYCHEX INC
-86.40%
Shares1.1K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares9.9K
Event2026-03-31
Filed2026-04-14
FNDF
SCHWAB STRATEGIC TR ETF
New
Shares2.1K
Event2026-03-31
Filed2026-04-14
VTEB
VANGUARD MUN BD FDS ETF
New
Shares2.0K
Event2026-03-31
Filed2026-04-14
FDL
FIRST TRUST MORNNGSTRETF
10.11%
Shares2.0K
Event2026-03-31
Filed2026-04-14
JPST
JPMORGAN ETF
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-14
XLC
SELECT SECTOR SPDR ETF
-74.97%
Shares897
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares10.1K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares9.9K
Event2026-03-31
Filed2026-04-14
INVESCO
INVESCO
New
Shares11.0K
Event2026-03-31
Filed2026-04-14
GM
GENERAL MOTORS CO
0.15%
Shares1.3K
Event2026-03-31
Filed2026-04-14
PROSHARES TR II ETF
PROSHARES TR II ETF
New
Shares4.4K
Event2026-03-31
Filed2026-04-14
D
DOMINION ENERGY INC
-21.91%
Shares1.6K
Event2026-03-31
Filed2026-04-14
LITE
LUMENTUM HOLDINGS INC
New
Shares139
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares10.0K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares10.0K
Event2026-03-31
Filed2026-04-14
CIBR
FIRST TR NASDAQ ETF
-78.99%
Shares1.5K
Event2026-03-31
Filed2026-04-14
NOC
NORTHROP GRUMMAN CORP
-23.66%
Shares142
Event2026-03-31
Filed2026-04-14
DINO
HF SINCLAIR CORP
-33.04%
Shares1.5K
Event2026-03-31
Filed2026-04-14
PROSHARES TR ETF
PROSHARES TR ETF
New
Shares1.3K
Event2026-03-31
Filed2026-04-14
BMY
BRISTOL MYERS SQUIBB
-11.58%
Shares1.6K
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares9.5K
Event2026-03-31
Filed2026-04-14
COHERENT CORP
COHERENT CORP
0.00%
Shares400
Event2026-03-31
Filed2026-04-14
TQQQ
PROSHARES TR ETF
10.07%
Shares2.3K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares9.4K
Event2026-03-31
Filed2026-04-14
AAM
AAM
New
Shares9.8K
Event2026-03-31
Filed2026-04-14
PBF
PBF ENERGY INC
-20.92%
Shares2.0K
Event2026-03-31
Filed2026-04-14
IWM
ISHARES ETF
-47.19%
Shares376
Event2026-03-31
Filed2026-04-14
NET
CLOUDFLARE INC
New
Shares450
Event2026-03-31
Filed2026-04-14
DB
DEUTSCHE BANK AG
-16.87%
Shares3.1K
Event2026-03-31
Filed2026-04-14
AGQ
PROSHARES TRUST II ETF
New
Shares764
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares9.5K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares9.0K
Event2026-03-31
Filed2026-04-14
CRM
SALESFORCE INC
-35.77%
Shares483
Event2026-03-31
Filed2026-04-14
APD
AIR PRODUCTS & CHEMICALS
-86.24%
Shares309
Event2026-03-31
Filed2026-04-14
FIX
COMFORT SYS USA INC
-30.85%
Shares65
Event2026-03-31
Filed2026-04-14
SPYM
STATE STREET SPDR ETF
0.09%
Shares1.2K
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
New
Shares8.5K
Event2026-03-31
Filed2026-04-14
QUVU
HARTFORD FDS ETF
-37.15%
Shares3.2K
Event2026-03-31
Filed2026-04-14
USMV
ISHARES EDGE MSCI ETF
-35.63%
Shares945
Event2026-03-31
Filed2026-04-14
KR
KROGER COMPANY COMMON
-37.06%
Shares1.2K
Event2026-03-31
Filed2026-04-14
JCI
JOHNSON CTLS INTL PLC
-31.07%
Shares661
Event2026-03-31
Filed2026-04-14
SPXL
DIREXION SHS TR ETF
-44.36%
Shares464
Event2026-03-31
Filed2026-04-14
IYW
ISHARES ETF
-89.04%
Shares474
Event2026-03-31
Filed2026-04-14
ASSERTIO HLDGS INC
ASSERTIO HLDGS INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-14
WDC
WESTERN DIGITAL CORP
0.00%
Shares317
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
413.33%
Shares8.7K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares8.1K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares7.4K
Event2026-03-31
Filed2026-04-14
FANG
DIAMONDBACK ENERGY INC
-34.71%
Shares427
Event2026-03-31
Filed2026-04-14
VXUS
VANGUARD TOTAL INTL ETF
112.84%
Shares1.1K
Event2026-03-31
Filed2026-04-14
IVE
ISHARES S&P500 VALUE ETF
-33.28%
Shares399
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares8.6K
Event2026-03-31
Filed2026-04-14
CGBL
CAPITAL GRP CORE ETF
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-14
BA
BOEING CO
-23.64%
Shares420
Event2026-03-31
Filed2026-04-14
DRI
DARDEN RESTAURANTS
175.97%
Shares425
Event2026-03-31
Filed2026-04-14
KRE
STATE STREET SPDR ETF
-27.27%
Shares1.3K
Event2026-03-31
Filed2026-04-14
KBE
STATE STREET SPDR ETF
-41.48%
Shares1.4K
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
New
Shares6.0K
Event2026-03-31
Filed2026-04-14
PPA
INVESCO TR ETF
12.76%
Shares495
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares8.3K
Event2026-03-31
Filed2026-04-14
HIMU
BLACKROCK TR II ETF
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
206.41%
Shares7.7K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares7.8K
Event2026-03-31
Filed2026-04-14
SO
SOUTHERN COMPANY
-49.82%
Shares829
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
New
Shares7.1K
Event2026-03-31
Filed2026-04-14
XLY
SELECT SECTOR SPDR ETF
0.00%
Shares732
Event2026-03-31
Filed2026-04-14
MMM
3M CO
-58.47%
Shares549
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares9.2K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares7.5K
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
276.16%
Shares7.5K
Event2026-03-31
Filed2026-04-14
THO
THOR INDUSTRIES
0.00%
Shares980
Event2026-03-31
Filed2026-04-14
ADSK
AUTODESK INC
0.00%
Shares325
Event2026-03-31
Filed2026-04-14
DLR
DIGITAL REALTY TRUST INC
-9.66%
Shares430
Event2026-03-31
Filed2026-04-14
MO
ALTRIA GROUP INC
-22.40%
Shares1.2K
Event2026-03-31
Filed2026-04-14
UNH
UNITEDHEALTH GROUP
-75.93%
Shares285
Event2026-03-31
Filed2026-04-14
COWZ
PACER FDS TR ETF
11.84%
Shares1.2K
Event2026-03-31
Filed2026-04-14
EFA
ISHARES MSCI EAFE IN ETF
-27.39%
Shares790
Event2026-03-31
Filed2026-04-14
MELI
MERCADOLIBRE INC
0.00%
Shares44
Event2026-03-31
Filed2026-04-14
BKNG
BOOKING HLDGS INC
63.64%
Shares18
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
81.69%
Shares9.6K
Event2026-03-31
Filed2026-04-14
GOLDMAN SACHS TR ETF
GOLDMAN SACHS TR ETF
-43.53%
Shares2.1K
Event2026-03-31
Filed2026-04-14
KKR & CO INC
KKR & CO INC
-42.15%
Shares814
Event2026-03-31
Filed2026-04-14
COIN
COINBASE GLOBAL INC
0.00%
Shares430
Event2026-03-31
Filed2026-04-14
AOS
A O SMITH
-6.88%
Shares1.1K
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
New
Shares7.6K
Event2026-03-31
Filed2026-04-14
TXO
TXO PARTNERS LP
-45.74%
Shares6.0K
Event2026-03-31
Filed2026-04-14
FV
FIRST TR DORSEY ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-14
PANW
PALO ALTO NETWORKS
-83.79%
Shares462
Event2026-03-31
Filed2026-04-14
MPC
MARATHON PETROLEUM CORP
-39.84%
Shares302
Event2026-03-31
Filed2026-04-14
RSG
REPUBLIC SVCS INC
0.00%
Shares337
Event2026-03-31
Filed2026-04-14
FXO
FIRST TRUST ETF
-68.00%
Shares1.3K
Event2026-03-31
Filed2026-04-14
JAAA
JANUS DETROIT STR TR ETF
51.04%
Shares1.4K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares7.3K
Event2026-03-31
Filed2026-04-14
ENB
ENBRIDGE INC
-26.85%
Shares1.3K
Event2026-03-31
Filed2026-04-14
UPS
UNITED PARCEL SERVICE-B
-26.43%
Shares732
Event2026-03-31
Filed2026-04-14
VYM
VANGUARD HIGH DIVIDE ETF
-19.93%
Shares486
Event2026-03-31
Filed2026-04-14
GS
GOLDMAN SACHS GROUP INC
66.67%
Shares85
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares7.2K
Event2026-03-31
Filed2026-04-14
FBTC
FIDELITY WISE ORIGIN ETF
35.17%
Shares1.2K
Event2026-03-31
Filed2026-04-14
DEM
WISDOMTREE EMERGING ETF
-24.47%
Shares1.4K
Event2026-03-31
Filed2026-04-14
WFC
WELLS FARGO & CO NEW
-20.76%
Shares859
Event2026-03-31
Filed2026-04-14
AIQ
GLOBAL X FUNDS ETF
-29.53%
Shares1.5K
Event2026-03-31
Filed2026-04-14
TMO
THERMO FISHER SCIENTIFIC
104.41%
Shares139
Event2026-03-31
Filed2026-04-14
TFC
TRUIST FINL CORP
-8.43%
Shares1.5K
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
394.30%
Shares6.7K
Event2026-03-31
Filed2026-04-14
EEM
ISHARES MSCI ETF
-5.14%
Shares1.2K
Event2026-03-31
Filed2026-04-14
ADVISORS ASSET MGMT
ADVISORS ASSET MGMT
New
Shares5.1K
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares6.4K
Event2026-03-31
Filed2026-04-14
HWM
HOWMET AEROSPACE INC
-36.20%
Shares289
Event2026-03-31
Filed2026-04-14
TGT
TARGET CORP
-60.36%
Shares547
Event2026-03-31
Filed2026-04-14
DHR
DANAHER CORP
-3.87%
Shares348
Event2026-03-31
Filed2026-04-14
PPLT
ABRDN PLATINUM ETF
New
Shares370
Event2026-03-31
Filed2026-04-14
IDOG
ALPS INTL SECTOR DIV ETF
14.08%
Shares1.6K
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares5.8K
Event2026-03-31
Filed2026-04-14
VIGI
VANGUARD INTERNATION ETF
New
Shares726
Event2026-03-31
Filed2026-04-14
XEL
XCEL ENERGY INC
-7.79%
Shares805
Event2026-03-31
Filed2026-04-14
GUGGENHEIM
GUGGENHEIM
New
Shares6.0K
Event2026-03-31
Filed2026-04-14
STAG
STAG INDUSTRIAL INC
-28.43%
Shares1.8K
Event2026-03-31
Filed2026-04-14
BAC
BANK OF AMERICA CORP
-58.37%
Shares1.3K
Event2026-03-31
Filed2026-04-14
CSL
CARLISLE COMPANIES INC
1.09%
Shares186
Event2026-03-31
Filed2026-04-14
SLB
SLB LTD
49.63%
Shares1.2K
Event2026-03-31
Filed2026-04-14
XAR
STATE STREET SPDR ETF
0.00%
Shares244
Event2026-03-31
Filed2026-04-14
FIRST TRUST
FIRST TRUST
New
Shares7.3K
Event2026-03-31
Filed2026-04-14
KLAC
KLA CORP
0.00%
Shares42
Event2026-03-31
Filed2026-04-14
HIG
HARTFORD INSURANCE GROUP
-48.71%
Shares457
Event2026-03-31
Filed2026-04-14
FIRST TRUST PORTFOLIO LP
FIRST TRUST PORTFOLIO LP
New
Shares5.9K
Event2026-03-31
Filed2026-04-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Institutional Holdings, Portfolio & P&L β€” TradeFomo