Sponsored
The Analysis of TIAA TRUST, NATIONAL ASSOCIATION's Holdings & P&L
Currently, TIAA TRUST, NATIONAL ASSOCIATION holds 680 types of securities in its portfolio with a total value $41.7B. In the most recent quarter, they have increased their positions in VTV (+617.2K shares, valued at $117.9M), DBMF (+3.1M shares, valued at $87.8M), EMB (+904.4K shares, valued at $87.1M); decreased their positions in IWN (-1.6M shares, valued at $290.4M), VV (-529.5K shares, valued at $166.7M), IEFA (-942.9K shares, valued at $84.6M); initiated new positions in DBMF (+3.1M shares, valued at $87.8M), ALAB (+119.5K shares, valued at $19.9M), ILOW (+30.5K shares, valued at $1.3M).
1M P&L
-1.3B-3.02%
3M P&L
-11.1B-20.53%
HY P&L
-9.0B-17.21%
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/A36.2B
89.8%
2Consumer Electronics502.3M
1.2%
3Software - Infrastructure475.4M
1.2%
Top Industries by Stock Count
1N/A249 stocks
39.5%
2Utilities - Regulated Electric19 stocks
3.0%
3Software - Application16 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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VANGUARD INDEX FDS S&P 500 ETF SHS NEW VANGUARD INDEX FDS S&P 500 ETF SHS NEW740.6K shares-3.21%2025-12-312026-02-11
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BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW225.8K shares-1.55%2025-12-312026-02-11
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ACCENTURE PLC IRELAND SHS CL A ACCENTURE PLC IRELAND SHS CL A124.9K shares101.65%2025-12-312026-02-11
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IEFA
-1.98%ISHARES CORE MSCI EAFE ETF
Shares46.6M
Event2025-12-31
Filed2026-02-11
MBB
2.55%ISHARES MBS ETF
Shares26.0M
Event2025-12-31
Filed2026-02-11
IEMG
-0.50%ISHARES CORE MSCI EMERGING
Shares32.5M
Event2025-12-31
Filed2026-02-11
VUG
2.56%VANGUARD GROWTH ETF
Shares3.6M
Event2025-12-31
Filed2026-02-11
IWY
-1.09%ISHARES RUSSELL TOP 200 GROW
Shares5.9M
Event2025-12-31
Filed2026-02-11
VTV
9.47%VANGUARD INDEX FDS VANGUARD VALUE ETF
Shares7.1M
Event2025-12-31
Filed2026-02-11
USIG
4.08%ISHARES BROAD USD INVESTMENT
Shares25.6M
Event2025-12-31
Filed2026-02-11
VEA
0.55%VANGUARD FTSE DEVELOPED ETF
Shares20.4M
Event2025-12-31
Filed2026-02-11
SCZ
1.42%ISHARES MSCI EAFE SMALL-CAP
Shares15.5M
Event2025-12-31
Filed2026-02-11
IWX
1.63%ISHARES RUSSELL TOP 200 VALU
Shares12.3M
Event2025-12-31
Filed2026-02-11
ESGU
0.80%ISHARES ESG AWARE MSCI USA
Shares6.0M
Event2025-12-31
Filed2026-02-11
IWF
-2.28%ISHARES RUSSELL 1000 GROWTH
Shares1.9M
Event2025-12-31
Filed2026-02-11
AGG
0.50%ISHARES CORE U.S. AGGREGATE
Shares8.6M
Event2025-12-31
Filed2026-02-11
GOVT
8.63%ISHARES TR U S TREAS BD ETF
Shares35.6M
Event2025-12-31
Filed2026-02-11
VTEB
-1.99%VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX
Shares14.0M
Event2025-12-31
Filed2026-02-11
MUB
3.70%ISHARES NATIONAL MUNI BOND E
Shares5.7M
Event2025-12-31
Filed2026-02-11
SPDW
-0.26%SPDR INDEX SHS FDS SPDR PORT DEVELOPED
Shares13.6M
Event2025-12-31
Filed2026-02-11
VONG
-0.09%VANGUARD RUSSELL 1000 GROWTH
Shares4.8M
Event2025-12-31
Filed2026-02-11
AAPL
-1.30%APPLE INC
Shares1.8M
Event2025-12-31
Filed2026-02-11
IWN
-36.73%ISHARES RUSSELL 2000 VALUE E
Shares2.7M
Event2025-12-31
Filed2026-02-11
IWS
-1.64%ISHARES RUSSELL MID-CAP VALU
Shares3.4M
Event2025-12-31
Filed2026-02-11
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
-3.21%VANGUARD INDEX FDS S&P 500 ETF SHS NEW
Shares740.6K
Event2025-12-31
Filed2026-02-11
VWO
-8.78%VANGUARD FTSE EMERGING MARKE
Shares8.4M
Event2025-12-31
Filed2026-02-11
IWO
-0.82%ISHARES RUSSELL 2000 GROWTH
Shares1.4M
Event2025-12-31
Filed2026-02-11
VONV
3.99%VANGUARD RUSSELL 1000 VALUE
Shares4.7M
Event2025-12-31
Filed2026-02-11
VO
1.93%VANGUARD INDEX FDS VANGUARD MID-CAP ETF
Shares1.5M
Event2025-12-31
Filed2026-02-11
IVV
-6.63%ISHARES CORE S&P 500 ETF
Shares593.6K
Event2025-12-31
Filed2026-02-11
ESGD
-2.14%ISHARES TR ESG AWARE MSCI EAFE ETF
Shares4.0M
Event2025-12-31
Filed2026-02-11
MSFT
0.61%MICROSOFT CORP
Shares758.3K
Event2025-12-31
Filed2026-02-11
USHY
4.31%ISHARES BROAD USD HIGH YIELD
Shares9.8M
Event2025-12-31
Filed2026-02-11
QDF
4.01%FLEXSHARES QUALITY DIVIDEND
Shares4.1M
Event2025-12-31
Filed2026-02-11
IWP
-2.45%ISHARES RUSSELL MID-CAP GROW
Shares2.4M
Event2025-12-31
Filed2026-02-11
IWR
-3.53%ISHARES RUSSELL MID-CAP ETF
Shares3.2M
Event2025-12-31
Filed2026-02-11
VOE
8.57%VANGUARD INDEX FDS VANGUARD MID-CAP
Shares1.7M
Event2025-12-31
Filed2026-02-11
ALPHABET INC CL A
-3.22%ALPHABET INC CL A
Shares970.6K
Event2025-12-31
Filed2026-02-11
NVDA
-1.18%NVIDIA CORP
Shares1.5M
Event2025-12-31
Filed2026-02-11
NULG
1.66%NUVEEN ESG LRG-CAP GRW ETF
Shares2.6M
Event2025-12-31
Filed2026-02-11
IWB
-7.06%ISHARES RUSSELL 1000 ETF
Shares684.3K
Event2025-12-31
Filed2026-02-11
VTI
-5.50%VANGUARD INDEX FDS VANGUARD TOTAL STK
Shares752.0K
Event2025-12-31
Filed2026-02-11
IWD
-1.30%ISHARES RUSSELL 1000 VALUE E
Shares1.1M
Event2025-12-31
Filed2026-02-11
VB
-4.03%VANGUARD INDEX FDS VANGUARD SMALL-CAP
Shares896.4K
Event2025-12-31
Filed2026-02-11
NULV
4.16%NUVEEN ESG LARGE-CAP VAL ETF
Shares4.9M
Event2025-12-31
Filed2026-02-11
EMB
66.24%ISHARES JP MORGAN USD EMERGI
Shares2.3M
Event2025-12-31
Filed2026-02-11
SPEM
-2.33%SPDR INDEX SHS FDS S&P EMERGING MKTS
Shares4.6M
Event2025-12-31
Filed2026-02-11
SPYV
-12.84%SPDR SER TR STATE STR SPDR PORTFOLIO
Shares3.8M
Event2025-12-31
Filed2026-02-11
IQLT
-5.85%ISHARES MSCI INTERNATIONAL Q
Shares4.6M
Event2025-12-31
Filed2026-02-11
BIV
1.12%VANGUARD INTERMEDIATE-TERM B
Shares2.5M
Event2025-12-31
Filed2026-02-11
AMZN
-2.10%AMAZON COM INC COM
Shares851.9K
Event2025-12-31
Filed2026-02-11
SCHC
15.18%SCHWAB INTL SMALL-CAP EQUITY
Shares4.2M
Event2025-12-31
Filed2026-02-11
VV
-47.02%VANGUARD INDEX FDS VANGUARD LARGE-CAP
Shares596.7K
Event2025-12-31
Filed2026-02-11
ESGE
-3.49%ISHARES INC ESG AWARE MSCI EM ETF
Shares4.2M
Event2025-12-31
Filed2026-02-11
SPYG
-15.04%SPDR SER TR STATE STR SPDR PORTFOLIO
Shares1.7M
Event2025-12-31
Filed2026-02-11
SPY
-1.34%SPDR S&P 500 ETF TR TR UNIT
Shares268.2K
Event2025-12-31
Filed2026-02-11
BND
-7.49%VANGUARD BD INDEX FDS VANGUARD TOTAL
Shares2.3M
Event2025-12-31
Filed2026-02-11
VOT
-1.97%VANGUARD INDEX FDS MID-CAP GROWTH ETF
Shares612.6K
Event2025-12-31
Filed2026-02-11
EFV
1.93%ISHARES MSCI EAFE VALUE ETF
Shares2.4M
Event2025-12-31
Filed2026-02-11
VBR
-13.27%VANGUARD INDEX FDS VANGUARD SMALL-CAP
Shares742.0K
Event2025-12-31
Filed2026-02-11
JPM
2.79%JPMORGAN CHASE & CO
Shares486.1K
Event2025-12-31
Filed2026-02-11
IWM
-4.26%ISHARES RUSSELL 2000 ETF
Shares564.7K
Event2025-12-31
Filed2026-02-11
SUB
-9.92%ISHARES SHORT-TERM NATIONAL
Shares1.3M
Event2025-12-31
Filed2026-02-11
BROADCOM INC
12.30%BROADCOM INC
Shares380.0K
Event2025-12-31
Filed2026-02-11
VBK
-8.14%VANGUARD INDEX FDS VANGUARD SMALL-CAP
Shares430.6K
Event2025-12-31
Filed2026-02-11
META
-3.13%META PLATFORMS INC CL A
Shares185.8K
Event2025-12-31
Filed2026-02-11
BNDX
4.96%VANGUARD TOTAL INTL BOND ETF
Shares2.5M
Event2025-12-31
Filed2026-02-11
BERKSHIRE HATHAWAY INC DEL CL B NEW
-1.55%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares225.8K
Event2025-12-31
Filed2026-02-11
ESML
-3.38%ISHARES ESG AWARE MSCI USA S
Shares2.2M
Event2025-12-31
Filed2026-02-11
ALPHABET INC CAP STK CL C
-3.27%ALPHABET INC CAP STK CL C
Shares291.8K
Event2025-12-31
Filed2026-02-11
DBMF
NewIMGP DBI MANAGED FUTURES STR
Shares3.1M
Event2025-12-31
Filed2026-02-11
UNH
0.33%UNITEDHEALTH GROUP INC
Shares263.1K
Event2025-12-31
Filed2026-02-11
EFA
190.81%ISHARES MSCI EAFE ETF
Shares899.3K
Event2025-12-31
Filed2026-02-11
LLY
-1.47%ELI LILLY & CO
Shares74.9K
Event2025-12-31
Filed2026-02-11
NUDM
-1.67%NUVEEN ESG INTL DEVEL MRK EQ
Shares2.1M
Event2025-12-31
Filed2026-02-11
IJH
0.79%ISHARES CORE S&P MIDCAP ETF
Shares1.1M
Event2025-12-31
Filed2026-02-11
EFG
2.75%ISHARES MSCI EAFE GROWTH ETF
Shares640.8K
Event2025-12-31
Filed2026-02-11
V
5.80%VISA INC COM CL A
Shares205.1K
Event2025-12-31
Filed2026-02-11
TMO
-7.09%THERMO FISHER SCIENTIFIC INC
Shares121.7K
Event2025-12-31
Filed2026-02-11
JNJ
-0.97%JOHNSON & JOHNSON
Shares336.8K
Event2025-12-31
Filed2026-02-11
WMT
0.13%WALMART INC
Shares569.5K
Event2025-12-31
Filed2026-02-11
QUAL
-15.92%ISHARES MSCI USA QUALITY FAC
Shares317.4K
Event2025-12-31
Filed2026-02-11
NUSC
-7.53%NUVEEN ESG SMALL-CAP ETF
Shares1.4M
Event2025-12-31
Filed2026-02-11
BRK.A
0.00%BERKSHIRE HATHAWAY INC-CL A
Shares81
Event2025-12-31
Filed2026-02-11
NYF
5.45%ISHARES NEW YORK MUNI BOND E
Shares1.1M
Event2025-12-31
Filed2026-02-11
ISHARES GOLD TRUST
6.00%ISHARES GOLD TRUST
Shares707.6K
Event2025-12-31
Filed2026-02-11
XOM
-0.16%EXXON MOBIL CORP
Shares458.4K
Event2025-12-31
Filed2026-02-11
IJR
-7.25%ISHARES CORE S&P SMALL-CAP E
Shares452.0K
Event2025-12-31
Filed2026-02-11
TSLA
30.89%TESLA INC
Shares117.8K
Event2025-12-31
Filed2026-02-11
MA
7.25%MASTERCARD INC - A
Shares88.8K
Event2025-12-31
Filed2026-02-11
EMLC
87.51%VANECK JPM EM LOCAL CURR BND
Shares2.0M
Event2025-12-31
Filed2026-02-11
ALERIAN MLP ETF
-0.52%ALERIAN MLP ETF
Shares983.8K
Event2025-12-31
Filed2026-02-11
MDYV
-0.26%SS SPDR S&P 400 MC VAL ETF
Shares531.7K
Event2025-12-31
Filed2026-02-11
BA
34.80%BOEING CO COM
Shares204.3K
Event2025-12-31
Filed2026-02-11
PG
42.49%PROCTER & GAMBLE CO COM
Shares308.3K
Event2025-12-31
Filed2026-02-11
RTX
-0.75%RTX CORP
Shares229.4K
Event2025-12-31
Filed2026-02-11
ORCL
-17.34%ORACLE CORP
Shares215.4K
Event2025-12-31
Filed2026-02-11
WFC
-0.10%WELLS FARGO & CO
Shares444.4K
Event2025-12-31
Filed2026-02-11
VTEI
45.08%VANGUARD INT TAX-EXEMPT BOND
Shares403.8K
Event2025-12-31
Filed2026-02-11
ITM
70.89%VANECK INTERMEDIATE MUNI ETF
Shares862.1K
Event2025-12-31
Filed2026-02-11
PEP
-0.53%PEPSICO INC
Shares280.7K
Event2025-12-31
Filed2026-02-11
SPSB
1.04%SPDR SER TR STATE STR SPDR PORTFOLIO
Shares1.3M
Event2025-12-31
Filed2026-02-11
NUEM
-3.31%NUVEEN ESG EMERGING MARKETS
Shares1.1M
Event2025-12-31
Filed2026-02-11
CMF
-2.63%ISHARES CALIFORNIA MUNI BOND
Shares681.2K
Event2025-12-31
Filed2026-02-11
BAC
2.53%BANK AMER CORP COM
Shares707.7K
Event2025-12-31
Filed2026-02-11
EMXC
-13.91%ISHARES MSCI EMR MRK EX CHNA
Shares530.0K
Event2025-12-31
Filed2026-02-11
GE AEROSPACE COM
0.72%GE AEROSPACE COM
Shares122.5K
Event2025-12-31
Filed2026-02-11
NUMV
-2.02%NUVEEN ESG MID-CAP VALUE ETF
Shares938.5K
Event2025-12-31
Filed2026-02-11
ABBV
-2.81%ABBVIE INC
Shares155.5K
Event2025-12-31
Filed2026-02-11
AXP
-0.94%AMERICAN EXPRESS CO
Shares93.5K
Event2025-12-31
Filed2026-02-11
IBM
1.93%INTERNATIONAL BUSINESS MACHS CORP
Shares115.5K
Event2025-12-31
Filed2026-02-11
APP
-4.82%APPLOVIN CORP-CLASS A
Shares50.2K
Event2025-12-31
Filed2026-02-11
ACCENTURE PLC IRELAND SHS CL A
101.65%ACCENTURE PLC IRELAND SHS CL A
Shares124.9K
Event2025-12-31
Filed2026-02-11
VGT
4.61%VANGUARD INFO TECH ETF
Shares44.4K
Event2025-12-31
Filed2026-02-11
CVX
0.44%CHEVRON CORP
Shares216.0K
Event2025-12-31
Filed2026-02-11
HD
-21.61%HOME DEPOT INC
Shares94.4K
Event2025-12-31
Filed2026-02-11
SNOW
-6.12%SNOWFLAKE INC
Shares148.1K
Event2025-12-31
Filed2026-02-11
TJX
0.44%TJX COMPANIES INC
Shares205.5K
Event2025-12-31
Filed2026-02-11
MS
16.56%MORGAN STANLEY
Shares171.6K
Event2025-12-31
Filed2026-02-11
SPGI
22.60%S&P GLOBAL INC
Shares57.0K
Event2025-12-31
Filed2026-02-11
MERCK & CO INC NEW COM
88.34%MERCK & CO INC NEW COM
Shares278.7K
Event2025-12-31
Filed2026-02-11
JMUB
-40.88%JPMORGAN MUNICIPAL ETF
Shares577.8K
Event2025-12-31
Filed2026-02-11
EEM
120.77%ISHARES MSCI EMERGING MARKET
Shares530.9K
Event2025-12-31
Filed2026-02-11
HYD
-5.71%VANECK HIGH YIELD MUNI ETF
Shares568.1K
Event2025-12-31
Filed2026-02-11
NOW
351.32%SERVICENOW INC
Shares188.4K
Event2025-12-31
Filed2026-02-11
VTES
12.48%VANGUARD SH TERM TAX-EX BOND
Shares281.2K
Event2025-12-31
Filed2026-02-11
CRWD
10.62%CROWDSTRIKE HOLDINGS INC - A
Shares59.2K
Event2025-12-31
Filed2026-02-11
TSM
18.46%TAIWAN SEMICONDUCTOR-SP ADR
Shares90.3K
Event2025-12-31
Filed2026-02-11
IWV
-4.33%ISHARES RUSSELL 3000 ETF
Shares69.9K
Event2025-12-31
Filed2026-02-11
XLK
83.00%SS TECHNOLOGY SELECT SECTOR
Shares180.7K
Event2025-12-31
Filed2026-02-11
GEV
15.29%GE VERNOVA INC
Shares39.5K
Event2025-12-31
Filed2026-02-11
APH
2192.12%AMPHENOL CORP NEW CL A
Shares185.2K
Event2025-12-31
Filed2026-02-11
CRM
164.57%SALESFORCE INC
Shares92.1K
Event2025-12-31
Filed2026-02-11
INTU
11.26%INTUIT INC
Shares36.0K
Event2025-12-31
Filed2026-02-11
EATON CORP PLC
0.13%EATON CORP PLC
Shares73.4K
Event2025-12-31
Filed2026-02-11
HEEM
-3.59%ISHARES CRNCY HEDGD MSCI EM
Shares653.2K
Event2025-12-31
Filed2026-02-11
MELI
10.91%MERCADOLIBRE INC
Shares11.0K
Event2025-12-31
Filed2026-02-11
ARISTA NETWORKS INC
1.00%ARISTA NETWORKS INC
Shares164.8K
Event2025-12-31
Filed2026-02-11
NUMG
-3.36%NUVEEN ESG MID-CAP GROW ETF
Shares449.6K
Event2025-12-31
Filed2026-02-11
MCK
-3.56%MCKESSON CORP
Shares25.7K
Event2025-12-31
Filed2026-02-11
PLTR
0.44%PALANTIR TECHNOLOGIES INC-A
Shares116.7K
Event2025-12-31
Filed2026-02-11
VRSK
1427.25%VERISK ANALYTICS INC
Shares90.7K
Event2025-12-31
Filed2026-02-11
LOW
-1.54%LOWE'S COS INC
Shares84.1K
Event2025-12-31
Filed2026-02-11
ALAB
NewASTERA LABS INC
Shares119.5K
Event2025-12-31
Filed2026-02-11
NFLX
663.88%NETFLIX INC
Shares210.4K
Event2025-12-31
Filed2026-02-11
ELV
1038.16%ELEVANCE HEALTH INC
Shares56.0K
Event2025-12-31
Filed2026-02-11
DUKE ENERGY CORP
4.49%DUKE ENERGY CORP
Shares166.3K
Event2025-12-31
Filed2026-02-11
PSLV
0.00%SPROTT PHYSICAL SILVER TRUST
Shares796.7K
Event2025-12-31
Filed2026-02-11
IEF
5.11%ISHARES 7-10 YEAR TREASURY B
Shares193.6K
Event2025-12-31
Filed2026-02-11
CEF
0.11%SPROTT PHYSICAL GOLD AND SIL
Shares400.6K
Event2025-12-31
Filed2026-02-11
CME
1.56%CME GROUP INC
Shares66.0K
Event2025-12-31
Filed2026-02-11
CMI
-0.90%CUMMINS INC
Shares34.8K
Event2025-12-31
Filed2026-02-11
COST
-2.92%COSTCO WHOLESALE CORP
Shares20.4K
Event2025-12-31
Filed2026-02-11
PLD
0.68%PROLOGIS INC
Shares137.4K
Event2025-12-31
Filed2026-02-11
CSCO
4.54%CISCO SYS INC COM
Shares223.6K
Event2025-12-31
Filed2026-02-11
EQT CORP
1.11%EQT CORP
Shares320.8K
Event2025-12-31
Filed2026-02-11
PH
-0.43%PARKER HANNIFIN CORP
Shares19.5K
Event2025-12-31
Filed2026-02-11
PPL
31.86%PPL CORP
Shares479.2K
Event2025-12-31
Filed2026-02-11
PM
-0.55%PHILIP MORRIS INTERNATIONAL
Shares102.9K
Event2025-12-31
Filed2026-02-11
ABT
-0.47%ABBOTT LABORATORIES
Shares131.7K
Event2025-12-31
Filed2026-02-11
IAGG
0.88%ISHARES INTL AGGREGATE BOND
Shares326.6K
Event2025-12-31
Filed2026-02-11
PWR
-18.93%QUANTA SERVICES INC
Shares38.5K
Event2025-12-31
Filed2026-02-11
INVESCO QQQ TR UNIT SER 1
1.92%INVESCO QQQ TR UNIT SER 1
Shares26.3K
Event2025-12-31
Filed2026-02-11
PNC
332.26%PNC FINANCIAL SERVICES GROUP
Shares77.0K
Event2025-12-31
Filed2026-02-11
LINDE PLC
0.32%LINDE PLC
Shares37.2K
Event2025-12-31
Filed2026-02-11
GWX
10.84%SPDR INDEX SHS FDS S&P INTL SMALL CAP
Shares364.1K
Event2025-12-31
Filed2026-02-11
MCD
-0.05%MCDONALD'S CORP
Shares48.1K
Event2025-12-31
Filed2026-02-11
ISRG
-0.02%INTUITIVE SURGICAL INC
Shares25.8K
Event2025-12-31
Filed2026-02-11
SLYV
-7.64%SPDR SER TR STATE STR SPDR S&P 600
Shares160.5K
Event2025-12-31
Filed2026-02-11
KO
-1.75%COCA COLA CO COM
Shares205.2K
Event2025-12-31
Filed2026-02-11
SLQD
-0.01%ISHARES 0-5 YR INV GRD CORP
Shares280.3K
Event2025-12-31
Filed2026-02-11
AMGN
-3.43%AMGEN INC
Shares42.4K
Event2025-12-31
Filed2026-02-11
VRT
-4.75%VERTIV HOLDINGS CO-A
Shares84.5K
Event2025-12-31
Filed2026-02-11
SLYG
-20.24%SPDR SER TR STATE STR SPDR S&P 600
Shares144.5K
Event2025-12-31
Filed2026-02-11
XEL
1324.50%XCEL ENERGY INC
Shares180.7K
Event2025-12-31
Filed2026-02-11
TEVA
-36.21%TEVA PHARMACEUTICAL-SP ADR
Shares419.0K
Event2025-12-31
Filed2026-02-11
CAT
1.40%CATERPILLAR INC
Shares22.7K
Event2025-12-31
Filed2026-02-11
VNQ
-2.05%VANGUARD REAL ESTATE ETF
Shares143.7K
Event2025-12-31
Filed2026-02-11
XLI
472.46%SS INDUSTRIAL SELECT SECTOR
Shares80.6K
Event2025-12-31
Filed2026-02-11
PHYS
0.54%SPROTT PHYSICAL GOLD TRUST
Shares374.0K
Event2025-12-31
Filed2026-02-11
BSX
-34.97%BOSTON SCIENTIFIC CORP
Shares128.4K
Event2025-12-31
Filed2026-02-11
HEFA
-28.89%ISHA CURR HEDGED MSCI EAFE
Shares291.0K
Event2025-12-31
Filed2026-02-11
STPZ
-5.50%PIMCO 1-5 YEAR US TIPS INDEX
Shares220.5K
Event2025-12-31
Filed2026-02-11
IVW
-0.18%ISHARES S&P 500 GROWTH ETF
Shares93.9K
Event2025-12-31
Filed2026-02-11
AVUV
-27.35%AMERICAN CENTY ETF TR AVANTIS U S SMALL
Shares112.9K
Event2025-12-31
Filed2026-02-11
TRV
-1.92%TRAVELERS COS INC COM
Shares39.3K
Event2025-12-31
Filed2026-02-11
AMAT
0.79%APPLIED MATERIALS INC
Shares43.8K
Event2025-12-31
Filed2026-02-11
SYK
-2.11%STRYKER CORP
Shares31.4K
Event2025-12-31
Filed2026-02-11
TLT
-26.27%ISHARES 20 YEAR TREASURY BD
Shares125.1K
Event2025-12-31
Filed2026-02-11
WMB
3.49%WILLIAMS COS INC
Shares181.1K
Event2025-12-31
Filed2026-02-11
NEE
7.93%NEXTERA ENERGY INC
Shares133.4K
Event2025-12-31
Filed2026-02-11
MDYG
-2.13%SPDR SER TR STATE STREET SPDR
Shares114.4K
Event2025-12-31
Filed2026-02-11
HON
-53.85%HONEYWELL INTERNATIONAL INC
Shares53.7K
Event2025-12-31
Filed2026-02-11
ADP
-2.17%AUTOMATIC DATA PROCESSING
Shares40.4K
Event2025-12-31
Filed2026-02-11
WELL
-55.01%WELLTOWER INC
Shares55.5K
Event2025-12-31
Filed2026-02-11
UNP
-1.78%UNION PAC CORP COM
Shares42.6K
Event2025-12-31
Filed2026-02-11
SHY
10.82%ISHARES 1-3 YEAR TREASURY BO
Shares112.0K
Event2025-12-31
Filed2026-02-11
ADBE
-14.78%ADOBE INC
Shares26.3K
Event2025-12-31
Filed2026-02-11
TPL
193.12%TEXAS PACIFIC LAND CORP
Shares32.0K
Event2025-12-31
Filed2026-02-11
MU
619.07%MICRON TECHNOLOGY INC
Shares32.0K
Event2025-12-31
Filed2026-02-11
GS
3.17%GOLDMAN SACHS GROUP INC
Shares10.4K
Event2025-12-31
Filed2026-02-11
NOC
-3.62%NORTHROP GRUMMAN CORP
Shares16.0K
Event2025-12-31
Filed2026-02-11
FLRN
-70.24%SS SPDR BB IG FLOAT RT ETF
Shares288.1K
Event2025-12-31
Filed2026-02-11
LMT
-1.01%LOCKHEED MARTIN CORP
Shares18.1K
Event2025-12-31
Filed2026-02-11
SW
5.88%SMURFIT WESTROCK PLC
Shares223.4K
Event2025-12-31
Filed2026-02-11
MDY
-4.16%STATE STREET SPDR S&P MIDCAP
Shares13.6K
Event2025-12-31
Filed2026-02-11
ETR
-2.59%ENTERGY CORP
Shares84.9K
Event2025-12-31
Filed2026-02-11
DIS
-1.70%DISNEY WALT CO DISNEY COM
Shares68.8K
Event2025-12-31
Filed2026-02-11
MMM
2.19%3M CO
Shares48.2K
Event2025-12-31
Filed2026-02-11
PFE
-4.47%PFIZER INC
Shares301.9K
Event2025-12-31
Filed2026-02-11
QCOM
-2.88%QUALCOMM INC
Shares43.6K
Event2025-12-31
Filed2026-02-11
T
-2.81%AT&T INC
Shares286.6K
Event2025-12-31
Filed2026-02-11
SCHW
-3.91%SCHWAB (CHARLES) CORP
Shares71.0K
Event2025-12-31
Filed2026-02-11
DE
1.73%DEERE & CO
Shares15.0K
Event2025-12-31
Filed2026-02-11
SPOT
-43.32%SPOTIFY TECHNOLOGY SA
Shares12.0K
Event2025-12-31
Filed2026-02-11
PANW
-5.48%PALO ALTO NETWORKS INC
Shares37.2K
Event2025-12-31
Filed2026-02-11
DHR
-7.53%DANAHER CORP
Shares29.8K
Event2025-12-31
Filed2026-02-11
ITW
-0.53%ILLINOIS TOOL WKS INC COM
Shares27.0K
Event2025-12-31
Filed2026-02-11
SHOP
-54.21%SHOPIFY INC - CLASS A
Shares39.5K
Event2025-12-31
Filed2026-02-11
KKR & CO INC
-77.01%KKR & CO INC
Shares49.6K
Event2025-12-31
Filed2026-02-11
SO
-64.97%SOUTHERN CO COM
Shares72.3K
Event2025-12-31
Filed2026-02-11
LAM RESEARCH CORP
3.62%LAM RESEARCH CORP
Shares34.9K
Event2025-12-31
Filed2026-02-11
VIG
0.09%VANGUARD DIVIDEND APPREC ETF
Shares27.0K
Event2025-12-31
Filed2026-02-11
ICF
-0.23%ISHARES SELECT U.S. REIT ETF
Shares98.9K
Event2025-12-31
Filed2026-02-11
NSC
-0.01%NORFOLK SOUTHERN CORP
Shares20.4K
Event2025-12-31
Filed2026-02-11
VXUS
-0.24%VANGUARD STAR FDS VANGUARD TOTAL INTL
Shares77.0K
Event2025-12-31
Filed2026-02-11
CMCSA
-9.54%COMCAST CORP NEW CL A
Shares191.0K
Event2025-12-31
Filed2026-02-11
COF
-5.58%CAPITAL ONE FINANCIAL CORP
Shares22.9K
Event2025-12-31
Filed2026-02-11
BMY
-2.47%BRISTOL MYERS SQUIBB CO COM
Shares102.4K
Event2025-12-31
Filed2026-02-11
ORLY
-1.89%O REILLY AUTOMOTIVE INC NEW COM
Shares59.9K
Event2025-12-31
Filed2026-02-11
COP
-4.16%CONOCOPHILLIPS
Shares58.3K
Event2025-12-31
Filed2026-02-11
NET
-6.41%CLOUDFLARE INC - CLASS A
Shares27.5K
Event2025-12-31
Filed2026-02-11
XLF
-0.66%SELECT SECTOR SPDR TR STATE STREET FINL
Shares96.4K
Event2025-12-31
Filed2026-02-11
TXN
3.71%TEXAS INSTRS INC COM
Shares30.3K
Event2025-12-31
Filed2026-02-11
UBER
-64.99%UBER TECHNOLOGIES INC
Shares64.2K
Event2025-12-31
Filed2026-02-11
CSX
12.85%CSX CORP
Shares140.0K
Event2025-12-31
Filed2026-02-11
IUSG
-0.35%ISHARES CORE S&P U.S. GROWTH
Shares29.9K
Event2025-12-31
Filed2026-02-11
CL
-2.78%COLGATE PALMOLIVE CO COM
Shares60.0K
Event2025-12-31
Filed2026-02-11
ADI
-4.98%ANALOG DEVICES INC
Shares17.4K
Event2025-12-31
Filed2026-02-11
VZ
-12.53%VERIZON COMMUNICATIONS INC
Shares115.0K
Event2025-12-31
Filed2026-02-11
AMD
10.63%ADVANCED MICRO DEVICES
Shares21.9K
Event2025-12-31
Filed2026-02-11
TIP
1.02%ISHARES TIPS BOND ETF
Shares42.0K
Event2025-12-31
Filed2026-02-11
IEI
-1.19%ISHARES 3-7 YEAR TREASURY BO
Shares38.6K
Event2025-12-31
Filed2026-02-11
BLACKSTONE INC
7.62%BLACKSTONE INC
Shares29.2K
Event2025-12-31
Filed2026-02-11
VEU
-0.65%VANGUARD FTSE ALL-WORLD EX-U
Shares60.4K
Event2025-12-31
Filed2026-02-11
SBUX
-2.78%STARBUCKS CORP
Shares51.4K
Event2025-12-31
Filed2026-02-11
FSM
0.00%FORTUNA MINING CORP
Shares436.5K
Event2025-12-31
Filed2026-02-11
VHT
-2.69%VANGUARD HEALTH CARE ETF
Shares14.4K
Event2025-12-31
Filed2026-02-11
AME
-14.67%AMETEK INC
Shares20.0K
Event2025-12-31
Filed2026-02-11
WM
-2.94%WASTE MANAGEMENT INC
Shares18.5K
Event2025-12-31
Filed2026-02-11
AEP
1.55%AMERICAN ELEC PWR CO INC COM
Shares34.9K
Event2025-12-31
Filed2026-02-11
EMR
-3.91%EMERSON ELEC CO COM
Shares30.2K
Event2025-12-31
Filed2026-02-11
IVE
4.70%ISHARES S&P 500 VALUE ETF
Shares18.9K
Event2025-12-31
Filed2026-02-11
CB
13.97%CHUBB LTD
Shares12.7K
Event2025-12-31
Filed2026-02-11
MDLZ
-4.55%MONDELEZ INTERNATIONAL INC-A
Shares73.4K
Event2025-12-31
Filed2026-02-11
XLY
96.68%SS CONSUMER DISC SELECT SECT
Shares32.8K
Event2025-12-31
Filed2026-02-11
VYM
3.39%VANGUARD HIGH DVD YIELD ETF
Shares26.9K
Event2025-12-31
Filed2026-02-11
INTC
-2.51%INTEL CORP
Shares103.0K
Event2025-12-31
Filed2026-02-11
SHW
-2.88%SHERWIN-WILLIAMS CO/THE
Shares11.6K
Event2025-12-31
Filed2026-02-11
DFUV
-3.38%DIMENSIONAL US MARKETWIDE VA
Shares79.4K
Event2025-12-31
Filed2026-02-11
GILD
20.61%GILEAD SCIENCES INC
Shares29.5K
Event2025-12-31
Filed2026-02-11
MARVELL TECHNOLOGY INC
-3.99%MARVELL TECHNOLOGY INC
Shares42.5K
Event2025-12-31
Filed2026-02-11
ITOT
-0.59%ISHARES CORE S&P TOTAL U.S.
Shares23.3K
Event2025-12-31
Filed2026-02-11
MO
1.08%ALTRIA GROUP INC
Shares59.4K
Event2025-12-31
Filed2026-02-11
XLC
2.05%SS COMM SELECT SECTOR SPDR
Shares28.6K
Event2025-12-31
Filed2026-02-11
SCHX
0.48%SCHWAB STRATEGIC TR US LARGE-CAP ETF
Shares123.3K
Event2025-12-31
Filed2026-02-11
TGT
-0.77%TARGET CORP
Shares33.8K
Event2025-12-31
Filed2026-02-11
BSV
-55.89%VANGUARD BD INDEX FDS VANGUARD SHORT
Shares41.9K
Event2025-12-31
Filed2026-02-11
CMBS
-19.32%ISHARES CMBS ETF
Shares67.3K
Event2025-12-31
Filed2026-02-11
BKNG
-1.31%BOOKING HLDGS INC COM
Shares603
Event2025-12-31
Filed2026-02-11
VT
563.03%VANGUARD TOT WORLD STK ETF
Shares22.5K
Event2025-12-31
Filed2026-02-11
BLACKROCK INC
1.26%BLACKROCK INC
Shares2.9K
Event2025-12-31
Filed2026-02-11
CENCORA INC
-2.80%CENCORA INC
Shares9.2K
Event2025-12-31
Filed2026-02-11
FCX
-2.52%FREEPORT-MCMORAN INC
Shares60.6K
Event2025-12-31
Filed2026-02-11
MCO
-3.20%MOODY'S CORP
Shares6.0K
Event2025-12-31
Filed2026-02-11
BK
2.23%BANK NEW YORK MELLON CORP COM
Shares26.1K
Event2025-12-31
Filed2026-02-11
AFL
-1.08%AFLAC INC
Shares27.3K
Event2025-12-31
Filed2026-02-11
MMC
-1.52%MARSH & MCLENNAN COS
Shares16.2K
Event2025-12-31
Filed2026-02-11
SCHB
-0.54%SCHWAB STRATEGIC TR US BROAD MKT ETF
Shares111.0K
Event2025-12-31
Filed2026-02-11
THE CIGNA GROUP
-2.70%THE CIGNA GROUP
Shares10.3K
Event2025-12-31
Filed2026-02-11
DFAC
-2.78%DIMENSIONAL US CORE EQUITY 2
Shares69.3K
Event2025-12-31
Filed2026-02-11
XLV
1.01%SS HEALTH CARE SELECT SECTOR
Shares17.6K
Event2025-12-31
Filed2026-02-11
APD
-9.47%AIR PRODS & CHEMS INC COM
Shares10.9K
Event2025-12-31
Filed2026-02-11
USB
-5.25%US BANCORP
Shares50.0K
Event2025-12-31
Filed2026-02-11
INVESCO S&P 500 EQUAL WEIGHT
-9.21%INVESCO S&P 500 EQUAL WEIGHT
Shares13.8K
Event2025-12-31
Filed2026-02-11
ALL
-2.74%ALLSTATE CORP
Shares12.6K
Event2025-12-31
Filed2026-02-11
KLAC
-1.70%KLA CORP
Shares2.1K
Event2025-12-31
Filed2026-02-11
BDX
-2.89%BECTON DICKINSON AND CO
Shares13.3K
Event2025-12-31
Filed2026-02-11
ROK
5.81%ROCKWELL AUTOMATION INC
Shares6.6K
Event2025-12-31
Filed2026-02-11
XLP
-12.62%SS CONSUMER STAPLES SEL SECT
Shares32.4K
Event2025-12-31
Filed2026-02-11
NKE
-6.71%NIKE INC -CL B
Shares39.2K
Event2025-12-31
Filed2026-02-11
KMB
-20.15%KIMBERLY-CLARK CORP
Shares23.9K
Event2025-12-31
Filed2026-02-11
CITIGROUP INC
-1.01%CITIGROUP INC
Shares20.6K
Event2025-12-31
Filed2026-02-11
BOH
-2.84%BANK OF HAWAII CORP
Shares34.2K
Event2025-12-31
Filed2026-02-11
VRTX
-2.90%VERTEX PHARMACEUTICALS INC
Shares5.1K
Event2025-12-31
Filed2026-02-11
D
3.16%DOMINION RESOURCES INC/VA
Shares39.2K
Event2025-12-31
Filed2026-02-11
CYBR
-83.96%CYBERARK SOFTWARE LTD/ISRAEL
Shares5.1K
Event2025-12-31
Filed2026-02-11
CVS
-0.61%CVS HEALTH CORP
Shares28.4K
Event2025-12-31
Filed2026-02-11
SPIP
-69.12%SS SPDR P TIPS ETF
Shares86.7K
Event2025-12-31
Filed2026-02-11
TT
-0.62%TRANE TECHNOLOGIES PLC
Shares5.8K
Event2025-12-31
Filed2026-02-11
MAR
5.87%MARRIOTT INTERNATIONAL -CL A
Shares7.2K
Event2025-12-31
Filed2026-02-11
PSX
0.47%PHILLIPS 66
Shares17.0K
Event2025-12-31
Filed2026-02-11
SNPS
-88.90%SYNOPSYS INC
Shares4.6K
Event2025-12-31
Filed2026-02-11
DFUS
-11.32%DIMENSIONAL US EQ MKT ETF
Shares29.2K
Event2025-12-31
Filed2026-02-11
ED
1.77%CONSOLIDATED EDISON INC
Shares21.6K
Event2025-12-31
Filed2026-02-11
XLU
-90.03%SELECT SECTOR SPDR TR STATE STREET
Shares48.9K
Event2025-12-31
Filed2026-02-11
SDY
0.42%SS SPDR S&P DIVIDEND ETF
Shares14.8K
Event2025-12-31
Filed2026-02-11
VXF
-5.18%VANGUARD EXTENDED MARKET ETF
Shares9.7K
Event2025-12-31
Filed2026-02-11
CEG
-12.59%CONSTELLATION ENERGY
Shares5.8K
Event2025-12-31
Filed2026-02-11
GENERAL DYNAMICS CORP
-2.18%GENERAL DYNAMICS CORP
Shares5.9K
Event2025-12-31
Filed2026-02-11
PEG
-2.14%PUBLIC SERVICE ENTERPRISE GP
Shares24.4K
Event2025-12-31
Filed2026-02-11
SUSA
-2.30%ISHARES ESG OPTIMIZED MSCI U
Shares14.0K
Event2025-12-31
Filed2026-02-11
HUBBELL INC
-1.45%HUBBELL INC
Shares4.3K
Event2025-12-31
Filed2026-02-11
RY
0.00%ROYAL BANK OF CANADA
Shares11.3K
Event2025-12-31
Filed2026-02-11
DIA
2.48%SPDR DJIA TRUST
Shares4.0K
Event2025-12-31
Filed2026-02-11
OEF
-1.32%ISHARES S&P 100 ETF
Shares5.4K
Event2025-12-31
Filed2026-02-11
SYY
-8.38%SYSCO CORP
Shares24.7K
Event2025-12-31
Filed2026-02-11
PPG
-0.32%PPG INDUSTRIES INC
Shares17.5K
Event2025-12-31
Filed2026-02-11
SCHF
-5.36%SCHWAB INTL EQUITY ETF
Shares74.1K
Event2025-12-31
Filed2026-02-11
DVY
1.67%ISHARES SELECT DIVIDEND ETF
Shares12.6K
Event2025-12-31
Filed2026-02-11
MSI
1.57%MOTOROLA SOLUTIONS INC
Shares4.6K
Event2025-12-31
Filed2026-02-11
SCHG
4.22%SCHWAB US LARGE-CAP GROWTH
Shares53.9K
Event2025-12-31
Filed2026-02-11
MPC
-4.97%MARATHON PETE CORP COM
Shares10.8K
Event2025-12-31
Filed2026-02-11
ASML
12.50%ASML HOLDING NV-NY REG SHS
Shares1.6K
Event2025-12-31
Filed2026-02-11
STT
-3.50%STATE STREET CORP
Shares13.2K
Event2025-12-31
Filed2026-02-11
FDX
3.75%FEDEX CORP
Shares5.8K
Event2025-12-31
Filed2026-02-11
ZTS
-26.85%ZOETIS INC
Shares13.2K
Event2025-12-31
Filed2026-02-11
ICE
1.41%INTERCONTINENTAL EXCHANGE IN
Shares10.2K
Event2025-12-31
Filed2026-02-11
BEN
58.72%FRANKLIN RESOURCES INC
Shares68.2K
Event2025-12-31
Filed2026-02-11
ECL
-0.52%ECOLAB INC
Shares6.1K
Event2025-12-31
Filed2026-02-11
WEC ENERGY GROUP INC
0.66%WEC ENERGY GROUP INC
Shares14.9K
Event2025-12-31
Filed2026-02-11
TMUS
-6.69%T-MOBILE US INC
Shares7.7K
Event2025-12-31
Filed2026-02-11
CARR
-0.82%CARRIER GLOBAL CORP
Shares29.4K
Event2025-12-31
Filed2026-02-11
JCI
3.51%JOHNSON CONTROLS INTERNATION
Shares12.7K
Event2025-12-31
Filed2026-02-11
URI
-1.94%UNITED RENTALS INC
Shares1.9K
Event2025-12-31
Filed2026-02-11
IDXX
-0.31%IDEXX LABORATORIES INC
Shares2.2K
Event2025-12-31
Filed2026-02-11
SCHD
-0.12%SCHWAB US DVD EQUITY ETF
Shares55.0K
Event2025-12-31
Filed2026-02-11
PGR
-7.33%PROGRESSIVE CORP
Shares6.6K
Event2025-12-31
Filed2026-02-11
VCR
2.65%VANGUARD CONSUMER DISCRE ETF
Shares3.8K
Event2025-12-31
Filed2026-02-11
DFAS
-14.18%DIMENSIONAL US SMALL CAP ETF
Shares21.2K
Event2025-12-31
Filed2026-02-11
YUM
-1.02%YUM BRANDS INC
Shares9.8K
Event2025-12-31
Filed2026-02-11
MTB
0.23%M & T BANK CORP
Shares7.3K
Event2025-12-31
Filed2026-02-11
JEF
0.58%JEFFERIES FINANCIAL GROUP IN
Shares23.3K
Event2025-12-31
Filed2026-02-11
TFC
5.73%TRUIST FINANCIAL CORP
Shares29.3K
Event2025-12-31
Filed2026-02-11
ROST
2.89%ROSS STORES INC
Shares7.9K
Event2025-12-31
Filed2026-02-11
AMP
-6.89%AMERIPRISE FINANCIAL INC
Shares2.9K
Event2025-12-31
Filed2026-02-11
XLE
86.51%SELECT SECTOR SPDR TR STATE STREET
Shares31.7K
Event2025-12-31
Filed2026-02-11
EOG
96.04%EOG RESOURCES INC
Shares13.5K
Event2025-12-31
Filed2026-02-11
WDC
1.59%WESTERN DIGITAL CORP
Shares8.2K
Event2025-12-31
Filed2026-02-11
BN
48.17%BROOKFIELD CORP
Shares30.8K
Event2025-12-31
Filed2026-02-11
MEDTRONIC PLC
9.62%MEDTRONIC PLC
Shares13.7K
Event2025-12-31
Filed2026-02-11
DOV
-1.34%DOVER CORP
Shares6.7K
Event2025-12-31
Filed2026-02-11
IYY
-0.09%ISHARES DOW JONES U.S. ETF
Shares7.9K
Event2025-12-31
Filed2026-02-11
IJS
1.39%ISHARES S&P SMALL-CAP 600 VA
Shares11.4K
Event2025-12-31
Filed2026-02-11
ILOW
NewAB INTERNAL LOW VOLAT EQ ETF
Shares30.5K
Event2025-12-31
Filed2026-02-11
IR
-7.33%INGERSOLL RAND INC
Shares16.2K
Event2025-12-31
Filed2026-02-11
VOX
-1.86%VANGUARD COMMUNICATION SERVI
Shares6.6K
Event2025-12-31
Filed2026-02-11
GLW
10.61%CORNING INC
Shares14.4K
Event2025-12-31
Filed2026-02-11
CTAS
-7.56%CINTAS CORP
Shares6.7K
Event2025-12-31
Filed2026-02-11
WWD
0.00%WOODWARD INC
Shares4.1K
Event2025-12-31
Filed2026-02-11
O
-14.82%REALTY INCOME CORP
Shares21.5K
Event2025-12-31
Filed2026-02-11
FAST
0.34%FASTENAL CO
Shares29.9K
Event2025-12-31
Filed2026-02-11
XLRE
-7.35%SS REAL ESTATE SELECT SECTOR
Shares29.6K
Event2025-12-31
Filed2026-02-11
DFAT
-0.87%DIMENSIONAL US TARGET VALUE
Shares20.0K
Event2025-12-31
Filed2026-02-11
AMT
-24.80%AMERICAN TOWER CORP
Shares6.8K
Event2025-12-31
Filed2026-02-11
CSL
-0.11%CARLISLE COS INC
Shares3.7K
Event2025-12-31
Filed2026-02-11
IJJ
-2.73%ISHARES S&P MID-CAP 400 VALU
Shares8.9K
Event2025-12-31
Filed2026-02-11
LHX
5.62%L3HARRIS TECHNOLOGIES INC
Shares4.0K
Event2025-12-31
Filed2026-02-11
NVS
-3.09%NOVARTIS AG-SPONSORED ADR
Shares8.4K
Event2025-12-31
Filed2026-02-11
OTIS
1.30%OTIS WORLDWIDE CORP
Shares13.3K
Event2025-12-31
Filed2026-02-11
IYW
4.26%ISHARES USTECHNOLOGY ETF
Shares5.7K
Event2025-12-31
Filed2026-02-11
KR
-0.45%KROGER CO
Shares18.0K
Event2025-12-31
Filed2026-02-11
SCHA
1.88%SCHWAB STRATEGIC TR US SMALL-CAP ETF
Shares39.3K
Event2025-12-31
Filed2026-02-11
ENB
8.32%ENBRIDGE INC
Shares23.1K
Event2025-12-31
Filed2026-02-11
REGN
-20.69%REGENERON PHARMACEUTICALS
Shares1.4K
Event2025-12-31
Filed2026-02-11
IJT
-0.38%ISHARES S&P SMALL-CAP 600 GR
Shares7.6K
Event2025-12-31
Filed2026-02-11
TILT
0.00%FLEXSHARES MORNINGSTAR US MA
Shares4.2K
Event2025-12-31
Filed2026-02-11
AEE
4.72%AMEREN CORPORATION
Shares10.4K
Event2025-12-31
Filed2026-02-11
CTVA
17.11%CORTEVA INC
Shares15.5K
Event2025-12-31
Filed2026-02-11
AZN
-8.58%ASTRAZENECA PLC-SPONS ADR
Shares11.2K
Event2025-12-31
Filed2026-02-11
IXUS
0.08%ISHARES CORE INTL STOCK ETF
Shares12.2K
Event2025-12-31
Filed2026-02-11
LH
5.78%LABCORP HOLDINGS INC
Shares4.1K
Event2025-12-31
Filed2026-02-11
WS
0.00%WORTHINGTON STEEL INC
Shares29.3K
Event2025-12-31
Filed2026-02-11
WOR
0.00%WORTHINGTON ENTERPRISES INC
Shares19.7K
Event2025-12-31
Filed2026-02-11
UPS
-13.50%UNITED PARCEL SERVICE-CL B
Shares9.9K
Event2025-12-31
Filed2026-02-11
VFH
1.04%VANGUARD FINANCIALS ETF
Shares7.3K
Event2025-12-31
Filed2026-02-11
GLD
3.67%SPDR GOLD SHARES
Shares2.5K
Event2025-12-31
Filed2026-02-11
SHEL
15.39%SHELL PLC-ADR
Shares13.2K
Event2025-12-31
Filed2026-02-11
EPD
0.19%ENTERPRISE PRODUCTS PARTNERS
Shares30.3K
Event2025-12-31
Filed2026-02-11
NTRS
-2.16%NORTHERN TRUST CORP
Shares7.0K
Event2025-12-31
Filed2026-02-11
GIS
-3.64%GENERAL MILLS INC
Shares20.4K
Event2025-12-31
Filed2026-02-11
IJK
-1.09%ISHARES S&P MID-CAP 400 GROW
Shares9.8K
Event2025-12-31
Filed2026-02-11
SPYM
-6.63%STATE STREET SPDR PORTFOLIO
Shares11.8K
Event2025-12-31
Filed2026-02-11
PEO ALPHAQUEST THEMATIC PE
0.00%PEO ALPHAQUEST THEMATIC PE
Shares49.6K
Event2025-12-31
Filed2026-02-11
BR
-3.64%BROADRIDGE FINANCIAL SOLUTIO
Shares4.2K
Event2025-12-31
Filed2026-02-11
BUNGE GLOBAL SA
0.13%BUNGE GLOBAL SA
Shares10.4K
Event2025-12-31
Filed2026-02-11
FTNT
-0.40%FORTINET INC
Shares11.5K
Event2025-12-31
Filed2026-02-11
DELL
-3.03%DELL TECHNOLOGIES -C
Shares7.2K
Event2025-12-31
Filed2026-02-11
VPU
0.91%VANGUARD UTILITIES ETF
Shares4.9K
Event2025-12-31
Filed2026-02-11
HSY
-3.89%HERSHEY CO/THE
Shares4.9K
Event2025-12-31
Filed2026-02-11
EW
1.18%EDWARDS LIFESCIENCES CORP
Shares10.4K
Event2025-12-31
Filed2026-02-11
RSG
-2.57%REPUBLIC SERVICES INC
Shares4.2K
Event2025-12-31
Filed2026-02-11
AON PLC-CLASS A
-2.75%AON PLC-CLASS A
Shares2.5K
Event2025-12-31
Filed2026-02-11
AXON
-1.37%AXON ENTERPRISE INC
Shares1.5K
Event2025-12-31
Filed2026-02-11
XPO
5.66%XPO INC
Shares6.3K
Event2025-12-31
Filed2026-02-11
FI
2.30%FISERV INC
Shares12.5K
Event2025-12-31
Filed2026-02-11
TE CONNECTIVITY PLC
9.22%TE CONNECTIVITY PLC
Shares3.7K
Event2025-12-31
Filed2026-02-11
SEAGATE TECHNOLOGY HOLDINGS
0.10%SEAGATE TECHNOLOGY HOLDINGS
Shares3.0K
Event2025-12-31
Filed2026-02-11
FIS
0.94%FIDELITY NATIONAL INFO SERV
Shares12.2K
Event2025-12-31
Filed2026-02-11
GBIL
-13.37%GOLDMAN SACHS ACCESS TREASUR
Shares8.1K
Event2025-12-31
Filed2026-02-11
MET
-5.60%METLIFE INC
Shares10.2K
Event2025-12-31
Filed2026-02-11
ROP
0.44%ROPER TECHNOLOGIES INC
Shares1.8K
Event2025-12-31
Filed2026-02-11
PYPL
-31.21%PAYPAL HOLDINGS INC
Shares13.7K
Event2025-12-31
Filed2026-02-11
HL
0.00%HECLA MINING CO
Shares41.5K
Event2025-12-31
Filed2026-02-11
ABNB
-20.04%AIRBNB INC-CLASS A
Shares5.8K
Event2025-12-31
Filed2026-02-11
MCHP
6.07%MICROCHIP TECHNOLOGY INC
Shares12.4K
Event2025-12-31
Filed2026-02-11
DGRO
1.04%ISHARES CORE DIVIDEND GROWTH
Shares11.3K
Event2025-12-31
Filed2026-02-11
ATO
-0.47%ATMOS ENERGY CORP
Shares4.7K
Event2025-12-31
Filed2026-02-11
SCCO
108.85%SOUTHERN COPPER CORP
Shares5.4K
Event2025-12-31
Filed2026-02-11
PAYX
-2.03%PAYCHEX INC
Shares6.9K
Event2025-12-31
Filed2026-02-11
GWW
-1.29%WW GRAINGER INC
Shares764
Event2025-12-31
Filed2026-02-11
BP
0.92%BP PLC-SPONS ADR
Shares21.6K
Event2025-12-31
Filed2026-02-11
NRG
-1.77%NRG ENERGY INC
Shares4.7K
Event2025-12-31
Filed2026-02-11
ADSK
-6.79%AUTODESK INC
Shares2.5K
Event2025-12-31
Filed2026-02-11
SPTM
12.82%SS SPDR P S&P 1500 COMP ETF
Shares9.0K
Event2025-12-31
Filed2026-02-11
FNDX
8.19%SCHWAB FNDMNTL US LRG CO ETF
Shares27.2K
Event2025-12-31
Filed2026-02-11
BMO
0.00%BANK OF MONTREAL
Shares5.7K
Event2025-12-31
Filed2026-02-11
AVAV
0.00%AEROVIRONMENT INC
Shares3.0K
Event2025-12-31
Filed2026-02-11
CTSH
12.97%COGNIZANT TECH SOLUTIONS-A
Shares8.7K
Event2025-12-31
Filed2026-02-11
ONC
-6.12%BEONE MEDICINES LTD-ADR
Shares2.3K
Event2025-12-31
Filed2026-02-11
IUSV
-0.25%ISHARES CORE S&P U.S. VALUE
Shares6.9K
Event2025-12-31
Filed2026-02-11
USMV
-0.03%ISHARES MSCI USA MIN VOL FAC
Shares7.5K
Event2025-12-31
Filed2026-02-11
CDNS
0.00%CADENCE DESIGN SYS INC
Shares2.2K
Event2025-12-31
Filed2026-02-11
AKRE FOCUS ETF
NewAKRE FOCUS ETF
Shares10.6K
Event2025-12-31
Filed2026-02-11
EXC
-20.05%EXELON CORP
Shares15.9K
Event2025-12-31
Filed2026-02-11
WBD
9.51%WARNER BROS DISCOVERY INC
Shares24.0K
Event2025-12-31
Filed2026-02-11
VMBS
-37.63%VANGUARD MORTGAGE-BACKED SEC
Shares14.6K
Event2025-12-31
Filed2026-02-11
WDAY
-8.23%WORKDAY INC-CLASS A
Shares3.2K
Event2025-12-31
Filed2026-02-11
SRE
-1.21%SEMPRA
Shares7.7K
Event2025-12-31
Filed2026-02-11
MTUM
5.63%ISHARES MSCI USA MOMENTUM FA
Shares2.7K
Event2025-12-31
Filed2026-02-11
SNA
-0.56%SNAP ON INC COM
Shares2.0K
Event2025-12-31
Filed2026-02-11
MKC
1.87%MCCORMICK & CO-NON VTG SHRS
Shares9.8K
Event2025-12-31
Filed2026-02-11
VIGI
-0.07%VANGUARD INT DIV APP INDX FD
Shares7.2K
Event2025-12-31
Filed2026-02-11
MGK
-0.81%VANGUARD MEGA CAP GROWTH ETF
Shares1.6K
Event2025-12-31
Filed2026-02-11
DGRW
15.30%WISDOMTREE TR US QUALITY DIVID GROWTH
Shares7.4K
Event2025-12-31
Filed2026-02-11
SNDK
1.84%SANDISK CORP
Shares2.8K
Event2025-12-31
Filed2026-02-11
CANADIAN PACIFIC KANSAS CITY
-0.37%CANADIAN PACIFIC KANSAS CITY
Shares8.8K
Event2025-12-31
Filed2026-02-11
GEHC
-3.78%GE HEALTHCARE TECHNOLOGIES INC COM
Shares7.9K
Event2025-12-31
Filed2026-02-11
XLB
101.90%SS MATERIALS SELECT SECTOR
Shares14.2K
Event2025-12-31
Filed2026-02-11
BIP
0.00%BROOKFIELD INFRASTRUCTURE PA
Shares18.6K
Event2025-12-31
Filed2026-02-11
VLO
-1.94%VALERO ENERGY CORP
Shares4.0K
Event2025-12-31
Filed2026-02-11
ESGV
5.17%VANGUARD ESG US STOCK ETF
Shares5.3K
Event2025-12-31
Filed2026-02-11
WAT
-35.93%WATERS CORP
Shares1.7K
Event2025-12-31
Filed2026-02-11
SOUTHSTATE BANK CORP
0.00%SOUTHSTATE BANK CORP
Shares6.7K
Event2025-12-31
Filed2026-02-11
AVUS
0.00%AVANTIS U.S. EQUITY ETF
Shares5.6K
Event2025-12-31
Filed2026-02-11
TSCO
-6.12%TRACTOR SUPPLY COMPANY
Shares12.4K
Event2025-12-31
Filed2026-02-11
MKL
0.70%MARKEL GROUP INC
Shares288
Event2025-12-31
Filed2026-02-11
LNT
-8.95%ALLIANT ENERGY CORP
Shares9.3K
Event2025-12-31
Filed2026-02-11
CPRT
-61.67%COPART INC
Shares15.4K
Event2025-12-31
Filed2026-02-11
VOOG
-0.66%VANGUARD S&P 500 GROWTH ETF
Shares1.3K
Event2025-12-31
Filed2026-02-11
HWM
5.64%HOWMET AEROSPACE INC
Shares2.9K
Event2025-12-31
Filed2026-02-11
OGE
0.24%OGE ENERGY CORP
Shares14.0K
Event2025-12-31
Filed2026-02-11
VDE
-3.08%VANGUARD ENERGY ETF
Shares4.8K
Event2025-12-31
Filed2026-02-11
CWI
0.00%STATE STREET SPDR MSCI ACWI
Shares16.4K
Event2025-12-31
Filed2026-02-11
IBB
0.29%ISHARES BIOTECHNOLOGY ETF
Shares3.5K
Event2025-12-31
Filed2026-02-11
ULTA
-0.41%ULTA BEAUTY INC
Shares967
Event2025-12-31
Filed2026-02-11
DUPONT DE NEMOURS INC
-1.56%DUPONT DE NEMOURS INC
Shares14.4K
Event2025-12-31
Filed2026-02-11
AZO
-11.52%AUTOZONE INC
Shares169
Event2025-12-31
Filed2026-02-11
SOLSTICE ADV MATERIALS INC
NewSOLSTICE ADV MATERIALS INC
Shares11.7K
Event2025-12-31
Filed2026-02-11
CGW
0.00%INVESCO S&P GLOBAL WATER IND
Shares9.0K
Event2025-12-31
Filed2026-02-11
QNITY ELECTRONICS INC
NewQNITY ELECTRONICS INC
Shares6.9K
Event2025-12-31
Filed2026-02-11
BIIB
-13.94%BIOGEN IDEC INC
Shares3.2K
Event2025-12-31
Filed2026-02-11
ONTO
0.00%ONTO INNOVATION INC
Shares3.5K
Event2025-12-31
Filed2026-02-11
TM
17.42%TOYOTA MOTOR CORP -SPON ADR
Shares2.6K
Event2025-12-31
Filed2026-02-11
DSI
-0.30%ISHARES ESG MSCI KLD 400 ETF
Shares4.3K
Event2025-12-31
Filed2026-02-11
CMG
-95.48%CHIPOTLE MEXICAN GRILL INC
Shares14.8K
Event2025-12-31
Filed2026-02-11
ESS
-6.89%ESSEX PROPERTY TRUST INC
Shares2.1K
Event2025-12-31
Filed2026-02-11
FDN
0.00%FIRST TRUST DJ INTERNET IND
Shares2.0K
Event2025-12-31
Filed2026-02-11
SANM
0.00%SANMINA CORP
Shares3.6K
Event2025-12-31
Filed2026-02-11
UNILEVER PLC-SPONSORED ADR
NewUNILEVER PLC-SPONSORED ADR
Shares8.2K
Event2025-12-31
Filed2026-02-11
FDL
29.02%FIRST TRUST MORN DVD LEAD IN
Shares12.0K
Event2025-12-31
Filed2026-02-11
RDNT
0.00%RADNET INC
Shares7.4K
Event2025-12-31
Filed2026-02-11
IUSB
38.13%ISHR CR UNVRSE USD BD ETF-UI
Shares11.1K
Event2025-12-31
Filed2026-02-11
AIG
-5.56%AMERICAN INTERNATIONAL GROUP
Shares6.0K
Event2025-12-31
Filed2026-02-11
LNC
-1.28%LINCOLN NATIONAL CORP
Shares11.5K
Event2025-12-31
Filed2026-02-11
ESLT
0.00%ELBIT SYSTEMS LTD
Shares881
Event2025-12-31
Filed2026-02-11
ZBH
-2.99%ZIMMER BIOMET HLDGS INC COM
Shares5.7K
Event2025-12-31
Filed2026-02-11
VIS
-13.56%VANGUARD INDUSTRIALS ETF
Shares1.7K
Event2025-12-31
Filed2026-02-11
AJG
-8.78%ARTHUR J GALLAGHER & CO
Shares2.0K
Event2025-12-31
Filed2026-02-11
EBAY
0.84%EBAY INC
Shares5.8K
Event2025-12-31
Filed2026-02-11
EIX
-14.59%EDISON INTERNATIONAL
Shares8.3K
Event2025-12-31
Filed2026-02-11
EXK
0.00%ENDEAVOUR SILVER CORP
Shares52.8K
Event2025-12-31
Filed2026-02-11
DFIV
28.21%DIMENSIONAL INTERNATIONAL VA
Shares9.9K
Event2025-12-31
Filed2026-02-11
DCI
1.97%DONALDSON CO INC
Shares5.6K
Event2025-12-31
Filed2026-02-11
IBIT
-6.07%ISHARES BITCOIN TRUST ETF
Shares10.0K
Event2025-12-31
Filed2026-02-11
TDG
-0.27%TRANSDIGM GROUP INC
Shares370
Event2025-12-31
Filed2026-02-11
F
-21.32%FORD MOTOR CO
Shares36.9K
Event2025-12-31
Filed2026-02-11
HDV
-3.81%ISHARES CORE HIGH DIVIDEND E
Shares3.9K
Event2025-12-31
Filed2026-02-11
OKE
8.53%ONEOK INC
Shares6.5K
Event2025-12-31
Filed2026-02-11
DAKT
0.00%DAKTRONICS INC
Shares24.0K
Event2025-12-31
Filed2026-02-11
GM
-7.12%GENERAL MOTORS CO
Shares5.8K
Event2025-12-31
Filed2026-02-11
NVT
-1.00%NVENT ELECTRIC PLC
Shares4.5K
Event2025-12-31
Filed2026-02-11
HIG
12.55%HARTFORD INSURANCE GROUP INC
Shares3.3K
Event2025-12-31
Filed2026-02-11
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