Sponsored
The Analysis of TIAA Wealth Investment Management LLC's Holdings & P&L
Currently, TIAA Wealth Investment Management LLC holds 563 types of securities in its portfolio with a total value $13.1B. In the most recent quarter, they have increased their positions in IEFA (+25.3M shares, valued at $2.2B), MBB (+14.1M shares, valued at $1.3B), IEMG (+17.9M shares, valued at $1.2B); initiated new positions in IEFA (+25.3M shares, valued at $2.2B), MBB (+14.1M shares, valued at $1.3B), IEMG (+17.9M shares, valued at $1.2B).
1M P&L
-144.2M-1.04%
3M P&L
-1.5B-9.58%
HY P&L
-1.2B-8.15%
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/A10.4B
82.5%
2Software - Infrastructure239.4M
1.9%
3Semiconductors220.3M
1.8%
Top Industries by Stock Count
1N/A167 stocks
32.3%
2Utilities - Regulated Electric20 stocks
3.9%
3Software - Application14 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW97.0K sharesnew addition2026-03-312026-05-12
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ALPS ETF TR ALERIAN MLP ETF NEW ALPS ETF TR ALERIAN MLP ETF NEW602.8K sharesnew addition2026-03-312026-05-12
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ACCENTURE PLC IRELAND SHS CL A ACCENTURE PLC IRELAND SHS CL A4.4K sharesnew addition2026-03-312026-05-12
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VANGUARD INDEX FDS S&P 500 ETF SHS NEW VANGUARD INDEX FDS S&P 500 ETF SHS NEW1.2K sharesnew addition2026-03-312026-05-12
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UNILEVER PLC SPONSORED ADR NEW UNILEVER PLC SPONSORED ADR NEW1.2K sharesnew addition2026-03-312026-05-12
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IEFA
NewISHARES CORE MSCI EAFE ETF
Shares25.3M
Event2026-03-31
Filed2026-05-12
MBB
NewISHARES MBS ETF
Shares14.1M
Event2026-03-31
Filed2026-05-12
IEMG
NewISHARES CORE MSCI EMERGING
Shares17.9M
Event2026-03-31
Filed2026-05-12
SCZ
NewISHARES MSCI EAFE SMALL-CAP
Shares9.5M
Event2026-03-31
Filed2026-05-12
ESGU
NewISHARES TR ESG AWARE MSCI USA ETF
Shares4.9M
Event2026-03-31
Filed2026-05-12
GOVT
NewISHARES TR U S TREAS BD ETF
Shares25.6M
Event2026-03-31
Filed2026-05-12
USIG
NewISHARES TR BROAD USD INBD ETFVT GRADE
Shares11.4M
Event2026-03-31
Filed2026-05-12
IWF
NewISHARES RUSSELL 1000 GROWTH
Shares1.1M
Event2026-03-31
Filed2026-05-12
USHY
NewISHARES TR BROAD USD HIGH YIELD CORPORATE
Shares11.3M
Event2026-03-31
Filed2026-05-12
IAGG
NewISHARES TR CORE INTL AGGREGATE BD ETF
Shares6.4M
Event2026-03-31
Filed2026-05-12
IWN
NewISHARES TR RUSSELL 2000 VALUE ETF
Shares1.5M
Event2026-03-31
Filed2026-05-12
ESGD
NewISHARES TR ESG AWARE MSCI EAFE ETF
Shares2.9M
Event2026-03-31
Filed2026-05-12
ALPHABET INC CL A
NewALPHABET INC CL A
Shares688.8K
Event2026-03-31
Filed2026-05-12
AGG
NewISHARES CORE U.S. AGGREGATE
Shares1.8M
Event2026-03-31
Filed2026-05-12
QDF
NewFLEXSHARES QUALITY DIVIDEND
Shares2.3M
Event2026-03-31
Filed2026-05-12
AAPL
NewAPPLE INC
Shares666.9K
Event2026-03-31
Filed2026-05-12
NVDA
NewNVIDIA CORP
Shares957.9K
Event2026-03-31
Filed2026-05-12
MSFT
NewMICROSOFT CORP
Shares446.6K
Event2026-03-31
Filed2026-05-12
IWO
NewISHARES RUSSELL 2000 GROWTH
Shares466.7K
Event2026-03-31
Filed2026-05-12
IWD
NewISHARES RUSSELL 1000 VALUE E
Shares645.8K
Event2026-03-31
Filed2026-05-12
ESGE
NewISHARES INC ESG AWARE MSCI EM ETF
Shares3.0M
Event2026-03-31
Filed2026-05-12
AMZN
NewAMAZON COM INC COM
Shares600.2K
Event2026-03-31
Filed2026-05-12
META
NewMETA PLATFORMS INC CL A
Shares167.2K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
NewBROADCOM INC
Shares290.9K
Event2026-03-31
Filed2026-05-12
IWB
NewISHARES RUSSELL 1000 ETF
Shares250.4K
Event2026-03-31
Filed2026-05-12
DBMF
NewLITMAN GREGORY FDS TR IMGP DBI MANAGED
Shares2.9M
Event2026-03-31
Filed2026-05-12
JPM
NewJPMORGAN CHASE & CO
Shares236.0K
Event2026-03-31
Filed2026-05-12
VTEB
NewVANGUARD MUN BD FDS TAX-EXEMPT BD INDEX
Shares1.3M
Event2026-03-31
Filed2026-05-12
UNH
NewUNITEDHEALTH GROUP INC
Shares201.7K
Event2026-03-31
Filed2026-05-12
ESML
NewISHARES TR ESG MSCI USA SMALL-CAP ETF
Shares1.0M
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL CL B NEW
NewBERKSHIRE HATHAWAY INC DEL CL B NEW
Shares97.0K
Event2026-03-31
Filed2026-05-12
V
NewVISA INC COM CL A
Shares152.8K
Event2026-03-31
Filed2026-05-12
ITM
NewVANECK INTERMEDIATE MUNI ETF
Shares946.8K
Event2026-03-31
Filed2026-05-12
VTEI
NewVANGUARD INT TAX-EXEMPT BOND
Shares438.9K
Event2026-03-31
Filed2026-05-12
SUB
NewISHARES SHORT-TERM NATIONAL
Shares387.5K
Event2026-03-31
Filed2026-05-12
MA
NewMASTERCARD INC - A
Shares81.9K
Event2026-03-31
Filed2026-05-12
TMO
NewTHERMO FISHER SCIENTIFIC INC
Shares79.7K
Event2026-03-31
Filed2026-05-12
XOM
NewEXXON MOBIL CORP
Shares204.2K
Event2026-03-31
Filed2026-05-12
BA
NewBOEING CO COM
Shares169.8K
Event2026-03-31
Filed2026-05-12
NOW
NewSERVICENOW INC
Shares318.0K
Event2026-03-31
Filed2026-05-12
LLY
NewELI LILLY & CO
Shares35.2K
Event2026-03-31
Filed2026-05-12
ALPS ETF TR ALERIAN MLP ETF NEW
NewALPS ETF TR ALERIAN MLP ETF NEW
Shares602.8K
Event2026-03-31
Filed2026-05-12
JMUB
NewJPMORGAN MUNICIPAL ETF
Shares625.0K
Event2026-03-31
Filed2026-05-12
JNJ
NewJOHNSON & JOHNSON
Shares125.6K
Event2026-03-31
Filed2026-05-12
TSM
NewTAIWAN SEMICONDUCTOR MFG CO SPONSORED
Shares88.4K
Event2026-03-31
Filed2026-05-12
SPSB
NewSPDR SER TR STATE STR SPDR PORTFOLIO
Shares993.9K
Event2026-03-31
Filed2026-05-12
AMAT
NewAPPLIED MATERIALS INC
Shares85.9K
Event2026-03-31
Filed2026-05-12
APP
NewAPPLOVIN CORP COM CL A
Shares72.2K
Event2026-03-31
Filed2026-05-12
WFC
NewWELLS FARGO & CO
Shares343.6K
Event2026-03-31
Filed2026-05-12
TJX
NewTJX COMPANIES INC
Shares169.2K
Event2026-03-31
Filed2026-05-12
VTES
NewVANGUARD SH TERM TAX-EX BOND
Shares266.2K
Event2026-03-31
Filed2026-05-12
APH
NewAMPHENOL CORP NEW CL A
Shares208.5K
Event2026-03-31
Filed2026-05-12
TSLA
NewTESLA INC
Shares65.2K
Event2026-03-31
Filed2026-05-12
RTX
NewRTX CORP
Shares123.9K
Event2026-03-31
Filed2026-05-12
NFLX
NewNETFLIX INC
Shares247.5K
Event2026-03-31
Filed2026-05-12
MS
NewMORGAN STANLEY
Shares142.2K
Event2026-03-31
Filed2026-05-12
TGT
NewTARGET CORP
Shares192.9K
Event2026-03-31
Filed2026-05-12
ABBV
NewABBVIE INC
Shares106.0K
Event2026-03-31
Filed2026-05-12
CRWD
NewCROWDSTRIKE HLDGS INC CL A
Shares58.9K
Event2026-03-31
Filed2026-05-12
MELI
NewMERCADOLIBRE INC
Shares13.0K
Event2026-03-31
Filed2026-05-12
PG
NewPROCTER & GAMBLE CO COM
Shares155.1K
Event2026-03-31
Filed2026-05-12
INTU
NewINTUIT COM
Shares51.5K
Event2026-03-31
Filed2026-05-12
PNC
NewPNC FINANCIAL SERVICES GROUP
Shares106.9K
Event2026-03-31
Filed2026-05-12
PLTR
NewPALANTIR TECHNOLOGIES INC CL
Shares149.2K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC NEW COM
NewMERCK & CO INC NEW COM
Shares176.0K
Event2026-03-31
Filed2026-05-12
EQT CORP
NewEQT CORP
Shares332.3K
Event2026-03-31
Filed2026-05-12
PANW
NewPALO ALTO NETWORKS INC
Shares128.6K
Event2026-03-31
Filed2026-05-12
PEP
NewPEPSICO INC
Shares131.7K
Event2026-03-31
Filed2026-05-12
SPGI
NewS&P GLOBAL INC
Shares47.9K
Event2026-03-31
Filed2026-05-12
BKNG
NewBOOKING HLDGS INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
NewEATON CORP PLC
Shares54.8K
Event2026-03-31
Filed2026-05-12
VONV
NewVANGUARD RUSSELL 1000 VALUE
Shares206.7K
Event2026-03-31
Filed2026-05-12
MDLZ
NewMONDELEZ INTERNATIONAL INC-A
Shares327.6K
Event2026-03-31
Filed2026-05-12
PLD
NewPROLOGIS INC
Shares142.4K
Event2026-03-31
Filed2026-05-12
CMI
NewCUMMINS INC
Shares34.6K
Event2026-03-31
Filed2026-05-12
WMT
NewWALMART INC
Shares149.9K
Event2026-03-31
Filed2026-05-12
PPL
NewPPL CORP
Shares479.2K
Event2026-03-31
Filed2026-05-12
GEV
NewGE VERNOVA INC
Shares20.7K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP
NewDUKE ENERGY CORP
Shares134.5K
Event2026-03-31
Filed2026-05-12
CARR
NewCARRIER GLOBAL CORP
Shares311.8K
Event2026-03-31
Filed2026-05-12
CVX
NewCHEVRON CORP
Shares82.6K
Event2026-03-31
Filed2026-05-12
FCX
NewFREEPORT-MCMORAN INC
Shares287.3K
Event2026-03-31
Filed2026-05-12
LINDE PLC
NewLINDE PLC
Shares33.8K
Event2026-03-31
Filed2026-05-12
MCK
NewMCKESSON CORP
Shares19.1K
Event2026-03-31
Filed2026-05-12
DE
NewDEERE & CO
Shares29.1K
Event2026-03-31
Filed2026-05-12
AMD
NewADVANCED MICRO DEVICES
Shares77.8K
Event2026-03-31
Filed2026-05-12
ROK
NewROCKWELL AUTOMATION INC
Shares43.0K
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
NewBLACKSTONE INC
Shares131.4K
Event2026-03-31
Filed2026-05-12
SPOT
NewSPOTIFY TECHNOLOGY SA
Shares31.1K
Event2026-03-31
Filed2026-05-12
PH
NewPARKER HANNIFIN CORP
Shares16.3K
Event2026-03-31
Filed2026-05-12
XEL
NewXCEL ENERGY INC
Shares183.3K
Event2026-03-31
Filed2026-05-12
PWR
NewQUANTA SERVICES INC
Shares26.2K
Event2026-03-31
Filed2026-05-12
CSCO
NewCISCO SYS INC COM
Shares183.5K
Event2026-03-31
Filed2026-05-12
ORLY
NewO REILLY AUTOMOTIVE INC NEW COM
Shares154.1K
Event2026-03-31
Filed2026-05-12
WMB
NewWILLIAMS COS INC
Shares194.1K
Event2026-03-31
Filed2026-05-12
VRT
NewVERTIV HLDGS CO CL A
Shares53.6K
Event2026-03-31
Filed2026-05-12
NVO
NewNOVO NORDISK A.S. ADR FORMERLY NOVO
Shares349.1K
Event2026-03-31
Filed2026-05-12
IVV
NewISHARES CORE S&P 500 ETF
Shares17.1K
Event2026-03-31
Filed2026-05-12
PM
NewPHILIP MORRIS INTERNATIONAL
Shares62.1K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CAP STK CL C
NewALPHABET INC CAP STK CL C
Shares33.7K
Event2026-03-31
Filed2026-05-12
ISRG
NewINTUITIVE SURGICAL INC
Shares20.9K
Event2026-03-31
Filed2026-05-12
VUG
NewVANGUARD GROWTH ETF
Shares18.0K
Event2026-03-31
Filed2026-05-12
VV
NewVANGUARD INDEX FDS VANGUARD LARGE-CAP
Shares25.1K
Event2026-03-31
Filed2026-05-12
ETR
NewENTERGY CORP
Shares54.9K
Event2026-03-31
Filed2026-05-12
WELL
NewWELLTOWER INC
Shares29.0K
Event2026-03-31
Filed2026-05-12
VTI
NewVANGUARD INDEX FDS VANGUARD TOTAL STK
Shares15.8K
Event2026-03-31
Filed2026-05-12
BAC
NewBANK AMER CORP COM
Shares98.0K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE COM
NewGE AEROSPACE COM
Shares16.8K
Event2026-03-31
Filed2026-05-12
HD
NewHOME DEPOT INC
Shares14.3K
Event2026-03-31
Filed2026-05-12
ORCL
NewORACLE CORP
Shares31.7K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
NewARISTA NETWORKS INC
Shares37.0K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
NewLAM RESEARCH CORP
Shares18.1K
Event2026-03-31
Filed2026-05-12
BSX
NewBOSTON SCIENTIFIC CORP
Shares59.6K
Event2026-03-31
Filed2026-05-12
KO
NewCOCA COLA CO COM
Shares44.6K
Event2026-03-31
Filed2026-05-12
MU
NewMICRON TECHNOLOGY INC
Shares10.0K
Event2026-03-31
Filed2026-05-12
CAT
NewCATERPILLAR INC
Shares4.6K
Event2026-03-31
Filed2026-05-12
MCD
NewMCDONALD'S CORP
Shares10.5K
Event2026-03-31
Filed2026-05-12
AME
NewAMETEK INC
Shares15.2K
Event2026-03-31
Filed2026-05-12
GS
NewGOLDMAN SACHS GROUP INC
Shares3.7K
Event2026-03-31
Filed2026-05-12
COP
NewCONOCOPHILLIPS
Shares23.4K
Event2026-03-31
Filed2026-05-12
SYK
NewSTRYKER CORP
Shares9.2K
Event2026-03-31
Filed2026-05-12
COST
NewCOSTCO WHOLESALE CORP
Shares3.0K
Event2026-03-31
Filed2026-05-12
NET
NewCLOUDFLARE INC - CLASS A
Shares13.2K
Event2026-03-31
Filed2026-05-12
EFA
NewISHARES MSCI EAFE ETF
Shares28.7K
Event2026-03-31
Filed2026-05-12
ABT
NewABBOTT LABORATORIES
Shares24.8K
Event2026-03-31
Filed2026-05-12
LOW
NewLOWE'S COS INC
Shares10.7K
Event2026-03-31
Filed2026-05-12
AMGN
NewAMGEN INC
Shares6.6K
Event2026-03-31
Filed2026-05-12
MARVELL TECHNOLOGY INC
NewMARVELL TECHNOLOGY INC
Shares22.2K
Event2026-03-31
Filed2026-05-12
SHOP
NewSHOPIFY INC - CLASS A
Shares18.5K
Event2026-03-31
Filed2026-05-12
AXP
NewAMERICAN EXPRESS CO
Shares7.2K
Event2026-03-31
Filed2026-05-12
NSC
NewNORFOLK SOUTHERN CORP
Shares7.3K
Event2026-03-31
Filed2026-05-12
UNP
NewUNION PAC CORP COM
Shares8.6K
Event2026-03-31
Filed2026-05-12
KKR & CO INC
NewKKR & CO INC
Shares21.1K
Event2026-03-31
Filed2026-05-12
IWS
NewISHARES RUSSELL MID-CAP VALU
Shares13.6K
Event2026-03-31
Filed2026-05-12
ADP
NewAUTOMATIC DATA PROCESSING
Shares9.1K
Event2026-03-31
Filed2026-05-12
IWP
NewISHARES RUSSELL MID-CAP GROW
Shares14.8K
Event2026-03-31
Filed2026-05-12
HON
NewHONEYWELL INTERNATIONAL INC
Shares7.8K
Event2026-03-31
Filed2026-05-12
VEA
NewVANGUARD INTL FD FTSE DEVELOPED MKTS
Shares28.3K
Event2026-03-31
Filed2026-05-12
IBM
NewINTERNATIONAL BUSINESS MACHS CORP
Shares7.3K
Event2026-03-31
Filed2026-05-12
SHW
NewSHERWIN-WILLIAMS CO COM
Shares5.4K
Event2026-03-31
Filed2026-05-12
NOC
NewNORTHROP GRUMMAN CORP
Shares2.5K
Event2026-03-31
Filed2026-05-12
LMT
NewLOCKHEED MARTIN CORP
Shares2.7K
Event2026-03-31
Filed2026-05-12
BK
NewBANK NEW YORK MELLON CORP COM
Shares13.3K
Event2026-03-31
Filed2026-05-12
UBER
NewUBER TECHNOLOGIES INC
Shares21.6K
Event2026-03-31
Filed2026-05-12
CENCORA INC
NewCENCORA INC
Shares4.9K
Event2026-03-31
Filed2026-05-12
DHR
NewDANAHER CORP
Shares8.1K
Event2026-03-31
Filed2026-05-12
HUBBELL INC
NewHUBBELL INC
Shares2.9K
Event2026-03-31
Filed2026-05-12
BRK.A
NewBERKSHIRE HATHAWAY INC-CL A
Shares2
Event2026-03-31
Filed2026-05-12
VONG
NewVANGUARD RUSSELL 1000 GROWTH
Shares12.8K
Event2026-03-31
Filed2026-05-12
VTV
NewVANGUARD INDEX FDS VANGUARD VALUE ETF
Shares6.9K
Event2026-03-31
Filed2026-05-12
AEP
NewAMERICAN ELEC PWR CO INC COM
Shares10.1K
Event2026-03-31
Filed2026-05-12
CB
NewCHUBB LTD
Shares4.0K
Event2026-03-31
Filed2026-05-12
NEE
NewNEXTERA ENERGY INC
Shares13.6K
Event2026-03-31
Filed2026-05-12
TXN
NewTEXAS INSTRS INC COM
Shares6.2K
Event2026-03-31
Filed2026-05-12
PFE
NewPFIZER INC
Shares42.5K
Event2026-03-31
Filed2026-05-12
GILD
NewGILEAD SCIENCES INC
Shares8.5K
Event2026-03-31
Filed2026-05-12
SPYG
NewSPDR SER TR STATE STR SPDR PORTFOLIO
Shares12.6K
Event2026-03-31
Filed2026-05-12
SO
NewSOUTHERN CO COM
Shares12.1K
Event2026-03-31
Filed2026-05-12
QCOM
NewQUALCOMM INC
Shares8.9K
Event2026-03-31
Filed2026-05-12
SNPS
NewSYNOPSYS INC
Shares2.9K
Event2026-03-31
Filed2026-05-12
ADBE
NewADOBE INC
Shares4.7K
Event2026-03-31
Filed2026-05-12
ADI
NewANALOG DEVICES INC
Shares3.6K
Event2026-03-31
Filed2026-05-12
SNOW
NewSNOWFLAKE INC
Shares7.4K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR UNIT SER 1
NewINVESCO QQQ TR UNIT SER 1
Shares2.0K
Event2026-03-31
Filed2026-05-12
CL
NewCOLGATE PALMOLIVE CO COM
Shares12.6K
Event2026-03-31
Filed2026-05-12
AFL
NewAFLAC INC
Shares9.7K
Event2026-03-31
Filed2026-05-12
VZ
NewVERIZON COMMUNICATIONS INC
Shares20.9K
Event2026-03-31
Filed2026-05-12
MMM
New3M CO
Shares7.0K
Event2026-03-31
Filed2026-05-12
ITW
NewILLINOIS TOOL WKS INC COM
Shares3.9K
Event2026-03-31
Filed2026-05-12
CSX
NewCSX CORP
Shares23.5K
Event2026-03-31
Filed2026-05-12
DIS
NewDISNEY WALT CO DISNEY COM
Shares9.8K
Event2026-03-31
Filed2026-05-12
SW
NewSMURFIT WESTROCK PLC
Shares23.0K
Event2026-03-31
Filed2026-05-12
SYY
NewSYSCO CORP
Shares12.8K
Event2026-03-31
Filed2026-05-12
MCO
NewMOODY'S CORP
Shares2.0K
Event2026-03-31
Filed2026-05-12
TRV
NewTRAVELERS COS INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-12
BMY
NewBRISTOL MYERS SQUIBB CO COM
Shares14.3K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND SHS CL A
NewACCENTURE PLC IRELAND SHS CL A
Shares4.4K
Event2026-03-31
Filed2026-05-12
BN
NewBROOKFIELD CORP
Shares21.1K
Event2026-03-31
Filed2026-05-12
TT
NewTRANE TECHNOLOGIES PLC
Shares2.0K
Event2026-03-31
Filed2026-05-12
IR
NewINGERSOLL RAND INC
Shares10.1K
Event2026-03-31
Filed2026-05-12
PSX
NewPHILLIPS 66
Shares4.3K
Event2026-03-31
Filed2026-05-12
TEVA
NewTEVA PHARMACEUTICAL-SP ADR
Shares26.1K
Event2026-03-31
Filed2026-05-12
MUB
NewISHARES NATIONAL MUNI BOND E
Shares7.2K
Event2026-03-31
Filed2026-05-12
EMR
NewEMERSON ELEC CO COM
Shares5.8K
Event2026-03-31
Filed2026-05-12
KLAC
NewKLA CORP
Shares507
Event2026-03-31
Filed2026-05-12
T
NewAT&T INC
Shares25.6K
Event2026-03-31
Filed2026-05-12
CMCSA
NewCOMCAST CORP NEW CL A
Shares25.6K
Event2026-03-31
Filed2026-05-12
LHX
NewL3HARRIS TECHNOLOGIES INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
NewVANGUARD INDEX FDS S&P 500 ETF SHS NEW
Shares1.2K
Event2026-03-31
Filed2026-05-12
APD
NewAIR PRODS & CHEMS INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-12
MO
NewALTRIA GROUP INC
Shares10.7K
Event2026-03-31
Filed2026-05-12
NYF
NewISHARES TR N Y MUNI BD ETF FD
Shares12.9K
Event2026-03-31
Filed2026-05-12
AEE
NewAMEREN CORP COM
Shares6.1K
Event2026-03-31
Filed2026-05-12
GLW
NewCORNING INC
Shares4.9K
Event2026-03-31
Filed2026-05-12
BND
NewVANGUARD BD INDEX FDS VANGUARD TOTAL
Shares8.9K
Event2026-03-31
Filed2026-05-12
SEAGATE TECHNOLOGY HOLDINGS
NewSEAGATE TECHNOLOGY HOLDINGS
Shares1.7K
Event2026-03-31
Filed2026-05-12
ALL
NewALLSTATE CORP
Shares3.1K
Event2026-03-31
Filed2026-05-12
XPO
NewXPO INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
INTC
NewINTEL CORP
Shares14.2K
Event2026-03-31
Filed2026-05-12
WM
NewWASTE MANAGEMENT INC
Shares2.7K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
NewBLACKROCK INC
Shares635
Event2026-03-31
Filed2026-05-12
COF
NewCAPITAL ONE FINANCIAL CORP
Shares3.2K
Event2026-03-31
Filed2026-05-12
SBUX
NewSTARBUCKS CORP
Shares6.4K
Event2026-03-31
Filed2026-05-12
CRM
NewSALESFORCE INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
VRTX
NewVERTEX PHARMACEUTICALS INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
ECL
NewECOLAB INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
MMC
NewMARSH & MCLENNAN COS
Shares3.1K
Event2026-03-31
Filed2026-05-12
ZTS
NewZOETIS INC
Shares4.5K
Event2026-03-31
Filed2026-05-12
STT
NewSTATE STR CORP COM
Shares4.2K
Event2026-03-31
Filed2026-05-12
CEG
NewCONSTELLATION ENERGY
Shares1.9K
Event2026-03-31
Filed2026-05-12
PPG
NewPPG INDUSTRIES INC
Shares4.8K
Event2026-03-31
Filed2026-05-12
BR
NewBROADRIDGE FINANCIAL SOLUTIO
Shares3.2K
Event2026-03-31
Filed2026-05-12
PEG
NewPUBLIC SERVICE ENTERPRISE GP
Shares6.3K
Event2026-03-31
Filed2026-05-12
USB
NewUS BANCORP
Shares9.8K
Event2026-03-31
Filed2026-05-12
SNA
NewSNAP ON INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
VWO
NewVANGUARD INTL EQUITY INDEX FDS FTSE
Shares9.6K
Event2026-03-31
Filed2026-05-12
URI
NewUNITED RENTALS INC
Shares675
Event2026-03-31
Filed2026-05-12
SPY
NewSS SPDR S&P 500 ETF TRUST-US
Shares735
Event2026-03-31
Filed2026-05-12
MSI
NewMOTOROLA SOLUTIONS INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
ROST
NewROSS STORES INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
SCHW
NewSCHWAB (CHARLES) CORP
Shares4.9K
Event2026-03-31
Filed2026-05-12
GWW
NewWW GRAINGER INC
Shares418
Event2026-03-31
Filed2026-05-12
CDNS
NewCADENCE DESIGN SYS INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
OTIS
NewOTIS WORLDWIDE CORP
Shares5.7K
Event2026-03-31
Filed2026-05-12
ED
NewCONSOLIDATED EDISON INC
Shares3.7K
Event2026-03-31
Filed2026-05-12
SCHC
NewSCHWAB STRATEGIC TR INTL SMALL CAP
Shares9.4K
Event2026-03-31
Filed2026-05-12
MPC
NewMARATHON PETE CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
NRG
NewNRG ENERGY INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
TFC
NewTRUIST FINANCIAL CORP
Shares8.8K
Event2026-03-31
Filed2026-05-12
O
NewREALTY INCOME CORP
Shares6.5K
Event2026-03-31
Filed2026-05-12
THE CIGNA GROUP
NewTHE CIGNA GROUP
Shares1.5K
Event2026-03-31
Filed2026-05-12
ABNB
NewAIRBNB INC-CLASS A
Shares3.0K
Event2026-03-31
Filed2026-05-12
CME
NewCME GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
AON PLC-CLASS A
NewAON PLC-CLASS A
Shares1.1K
Event2026-03-31
Filed2026-05-12
TMUS
NewT-MOBILE US INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
CTVA
NewCORTEVA INC
Shares4.2K
Event2026-03-31
Filed2026-05-12
YUM
NewYUM BRANDS INC
Shares2.2K
Event2026-03-31
Filed2026-05-12
CVS
NewCVS HEALTH CORP
Shares4.8K
Event2026-03-31
Filed2026-05-12
NTRS
NewNORTHERN TR CORP COM
Shares2.4K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares1.7K
Event2026-03-31
Filed2026-05-12
VO
NewVANGUARD INDEX FDS VANGUARD MID-CAP ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
PGR
NewPROGRESSIVE CORP
Shares1.6K
Event2026-03-31
Filed2026-05-12
CPRT
NewCOPART INC
Shares9.5K
Event2026-03-31
Filed2026-05-12
ICE
NewINTERCONTINENTAL EXCHANGE IN
Shares2.0K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
NewGENERAL DYNAMICS CORP
Shares901
Event2026-03-31
Filed2026-05-12
NKE
NewNIKE INC -CL B
Shares5.8K
Event2026-03-31
Filed2026-05-12
VBK
NewVANGUARD INDEX FDS VANGUARD SMALL-CAP
Shares1.1K
Event2026-03-31
Filed2026-05-12
DOV
NewDOVER CORP
Shares1.4K
Event2026-03-31
Filed2026-05-12
SPDW
NewSPDR INDEX SHS FDS STATE STR SPDR PORT
Shares6.4K
Event2026-03-31
Filed2026-05-12
ASML
NewASML HLDG N V N Y REGISTRY SHS NEW
Shares209
Event2026-03-31
Filed2026-05-12
VBR
NewVANGUARD INDEX FDS VANGUARD SMALL-CAP
Shares1.3K
Event2026-03-31
Filed2026-05-12
PAYX
NewPAYCHEX INC
Shares2.9K
Event2026-03-31
Filed2026-05-12
EOG
NewEOG RESOURCES INC
Shares1.9K
Event2026-03-31
Filed2026-05-12
EXC
NewEXELON CORP
Shares5.5K
Event2026-03-31
Filed2026-05-12
AZO
NewAUTOZONE INC
Shares80
Event2026-03-31
Filed2026-05-12
D
NewDOMINION ENERGY INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-12
FDX
NewFEDEX CORP
Shares741
Event2026-03-31
Filed2026-05-12
CR
NewCRANE CO
Shares1.5K
Event2026-03-31
Filed2026-05-12
EPD
NewENTERPRISE PRODUCTS PARTNERS
Shares6.8K
Event2026-03-31
Filed2026-05-12
VLTO
NewVERALTO CORP
Shares2.9K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
NewCITIGROUP INC
Shares2.2K
Event2026-03-31
Filed2026-05-12
LUV
NewSOUTHWEST AIRLINES CO
Shares6.6K
Event2026-03-31
Filed2026-05-12
DELL
NewDELL TECHNOLOGIES -C
Shares1.5K
Event2026-03-31
Filed2026-05-12
MKC
NewMCCORMICK & CO INC COM NON VTG
Shares4.8K
Event2026-03-31
Filed2026-05-12
SPEM
NewSPDR INDEX SHS FDS STATE STR SPDR S&P
Shares5.3K
Event2026-03-31
Filed2026-05-12
CAH
NewCARDINAL HEALTH INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
ELV
NewELEVANCE HEALTH INC
Shares789
Event2026-03-31
Filed2026-05-12
SHEL
NewSHELL PLC SPONSORED ADR REPSTG
Shares2.5K
Event2026-03-31
Filed2026-05-12
ULTA
NewULTA BEAUTY INC
Shares436
Event2026-03-31
Filed2026-05-12
HSY
NewHERSHEY CO COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
ENB
NewENBRIDGE INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
TOL
NewTOLL BROTHERS INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
KMB
NewKIMBERLY-CLARK CORP
Shares2.3K
Event2026-03-31
Filed2026-05-12
SPYV
NewSPDR SER TR STATE STR SPDR PORTFOLIO
Shares4.0K
Event2026-03-31
Filed2026-05-12
AMT
NewAMERICAN TOWER CORP
Shares1.3K
Event2026-03-31
Filed2026-05-12
CCK
NewCROWN HLDGS INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
EW
NewEDWARDS LIFESCIENCES CORP
Shares2.7K
Event2026-03-31
Filed2026-05-12
VLO
NewVALERO ENERGY CORP
Shares849
Event2026-03-31
Filed2026-05-12
QNITY ELECTRONICS INC
NewQNITY ELECTRONICS INC
Shares1.8K
Event2026-03-31
Filed2026-05-12
EBAY
NewEBAY INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
VCIT
NewVANGUARD SCOTTSDALE FDS VANGUARD
Shares2.5K
Event2026-03-31
Filed2026-05-12
ROP
NewROPER TECHNOLOGIES INC
Shares571
Event2026-03-31
Filed2026-05-12
VGT
NewVANGUARD INFO TECH ETF
Shares289
Event2026-03-31
Filed2026-05-12
RSG
NewREPUBLIC SERVICES INC
Shares919
Event2026-03-31
Filed2026-05-12
CTAS
NewCINTAS CORP
Shares1.2K
Event2026-03-31
Filed2026-05-12
STANLEY BLACK & DECKER INC
NewSTANLEY BLACK & DECKER INC
Shares2.7K
Event2026-03-31
Filed2026-05-12
CLX
NewCLOROX CO COM
Shares1.9K
Event2026-03-31
Filed2026-05-12
GIS
NewGENERAL MILLS INC
Shares5.1K
Event2026-03-31
Filed2026-05-12
XLK
NewSELECT SECTOR SPDR TR STATE STREET
Shares1.4K
Event2026-03-31
Filed2026-05-12
AWK
NewAMERICAN WATER WORKS CO INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
INGR
NewINGREDION INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
NewWEC ENERGY GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
NVS
NewNOVARTIS AG-SPONSORED ADR
Shares1.2K
Event2026-03-31
Filed2026-05-12
BP
NewBP PLC SPONS ADR
Shares3.8K
Event2026-03-31
Filed2026-05-12
AMP
NewAMERIPRISE FINANCIAL INC
Shares400
Event2026-03-31
Filed2026-05-12
JCI
NewJOHNSON CONTROLS INTERNATION
Shares1.3K
Event2026-03-31
Filed2026-05-12
ZBH
NewZIMMER BIOMET HLDGS INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-12
GXO
NewGXO LOGISTICS INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
IJH
NewISHARES TR CORE S&P MID-CAP ETF
Shares2.6K
Event2026-03-31
Filed2026-05-12
DUPONT DE NEMOURS INC
NewDUPONT DE NEMOURS INC
Shares3.6K
Event2026-03-31
Filed2026-05-12
ES
NewEVERSOURCE ENERGY
Shares2.3K
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY PLC
NewTE CONNECTIVITY PLC
Shares767
Event2026-03-31
Filed2026-05-12
NUE
NewNUCOR CORP
Shares943
Event2026-03-31
Filed2026-05-12
LNG
NewCHENIERE ENERGY INC
Shares556
Event2026-03-31
Filed2026-05-12
TPL
NewTEXAS PACIFIC LAND CORP
Shares332
Event2026-03-31
Filed2026-05-12
AJG
NewARTHUR J GALLAGHER & CO
Shares717
Event2026-03-31
Filed2026-05-12
XLF
NewSELECT SECTOR SPDR TR STATE STREET FINL
Shares3.1K
Event2026-03-31
Filed2026-05-12
GSK PLC SPONSORED ADR NEW
NewGSK PLC SPONSORED ADR NEW
Shares2.7K
Event2026-03-31
Filed2026-05-12
IJR
NewISHARES TR CORE S&P SMALL-CAP ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
SPG
NewSIMON PROPERTY GROUP INC
Shares788
Event2026-03-31
Filed2026-05-12
FI
NewFISERV INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
MAR
NewMARRIOTT INTERNATIONAL -CL A
Shares447
Event2026-03-31
Filed2026-05-12
DOW
NewDOW INC
Shares3.5K
Event2026-03-31
Filed2026-05-12
SRE
NewSEMPRA
Shares1.5K
Event2026-03-31
Filed2026-05-12
HPE
NewHEWLETT PACKARD ENTERPRISE
Shares5.7K
Event2026-03-31
Filed2026-05-12
VB
NewVANGUARD INDEX FDS VANGUARD SMALL-CAP
Shares533
Event2026-03-31
Filed2026-05-12
FAST
NewFASTENAL CO
Shares2.9K
Event2026-03-31
Filed2026-05-12
IWY
NewISHARES RUSSELL TOP 200 GROW
Shares535
Event2026-03-31
Filed2026-05-12
VEU
NewVANGUARD INTL EQUITY INDEX FDS VANGUARD
Shares1.8K
Event2026-03-31
Filed2026-05-12
SOLSTICE ADV MATERIALS INC
NewSOLSTICE ADV MATERIALS INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
VMBS
NewVANGUARD SCOTTSDALE FDS VANGUARD MTG
Shares2.7K
Event2026-03-31
Filed2026-05-12
EIX
NewEDISON INTERNATIONAL
Shares1.7K
Event2026-03-31
Filed2026-05-12
VYM
NewVANGUARD WHITEHALL FDS HIGH DIVIDEND
Shares830
Event2026-03-31
Filed2026-05-12
GEHC
NewGE HEALTHCARE TECHNOLOGIES INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
HIG
NewHARTFORD INSURANCE GROUP INC
Shares874
Event2026-03-31
Filed2026-05-12
KR
NewKROGER CO
Shares1.6K
Event2026-03-31
Filed2026-05-12
BIIB
NewBIOGEN INC
Shares629
Event2026-03-31
Filed2026-05-12
MLM
NewMARTIN MARIETTA MATERIALS
Shares196
Event2026-03-31
Filed2026-05-12
SOLV
NewSOLVENTUM CORP
Shares1.7K
Event2026-03-31
Filed2026-05-12
BDX
NewBECTON DICKINSON AND CO
Shares722
Event2026-03-31
Filed2026-05-12
YUMC
NewYUM CHINA HOLDINGS INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
VGSH
NewVANGUARD SCOTTSDALE FDS VANGUARD
Shares1.9K
Event2026-03-31
Filed2026-05-12
VIG
NewVANGUARD DIVIDEND APPREC ETF
Shares527
Event2026-03-31
Filed2026-05-12
ADM
NewARCHER-DANIELS MIDLAND CO COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
GWX
NewSPDR INDEX SHS FDS STATE STR SPDR S&P
Shares2.7K
Event2026-03-31
Filed2026-05-12
DFAI
NewDIMENSIONAL ETF TR INTL CORE ETF
Shares2.9K
Event2026-03-31
Filed2026-05-12
ADSK
NewAUTODESK INC
Shares455
Event2026-03-31
Filed2026-05-12
TSCO
NewTRACTOR SUPPLY CO COM
Shares2.4K
Event2026-03-31
Filed2026-05-12
UPS
NewUNITED PARCEL SERVICE-CL B
Shares1.1K
Event2026-03-31
Filed2026-05-12
LNT
NewALLIANT ENERGY CORP
Shares1.5K
Event2026-03-31
Filed2026-05-12
HWM
NewHOWMET AEROSPACE INC
Shares454
Event2026-03-31
Filed2026-05-12
OKE
NewONEOK INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
IUSV
NewISHARES TR CORE S&P U S VALUE ETF
Shares1.0K
Event2026-03-31
Filed2026-05-12
ACGL
NewARCH CAPITAL GROUP LTD
Shares1.0K
Event2026-03-31
Filed2026-05-12
PRU
NewPRUDENTIAL FINANCIAL INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
GM
NewGENERAL MOTORS CO
Shares1.3K
Event2026-03-31
Filed2026-05-12
HP INC
NewHP INC
Shares5.1K
Event2026-03-31
Filed2026-05-12
JEF
NewJEFFERIES FINANCIAL GROUP IN
Shares2.3K
Event2026-03-31
Filed2026-05-12
HCA
NewHCA HEALTHCARE INC
Shares199
Event2026-03-31
Filed2026-05-12
DRI
NewDARDEN RESTAURANTS INC
Shares479
Event2026-03-31
Filed2026-05-12
XYL
NewXYLEM INC
Shares782
Event2026-03-31
Filed2026-05-12
TROW
NewT ROWE PRICE GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
KMI
NewKINDER MORGAN INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
CMF
NewISHARES TR CALIF MUNI BD ETF FD
Shares1.6K
Event2026-03-31
Filed2026-05-12
BROOKFIELD ASSET MGMT-A
NewBROOKFIELD ASSET MGMT-A
Shares2.0K
Event2026-03-31
Filed2026-05-12
IUSG
NewISHARES TR CORE S&P U S GROWTH ETF
Shares602
Event2026-03-31
Filed2026-05-12
FITB
NewFIFTH THIRD BANCORP
Shares1.9K
Event2026-03-31
Filed2026-05-12
SLB
NewSLB LTD
Shares1.7K
Event2026-03-31
Filed2026-05-12
MDY
NewSPDR S&P MIDCAP 400 ETF TR UNIT SER 1
Shares145
Event2026-03-31
Filed2026-05-12
FIS
NewFIDELITY NATIONAL INFO SERV
Shares1.8K
Event2026-03-31
Filed2026-05-12
GPC
NewGENUINE PARTS CO
Shares786
Event2026-03-31
Filed2026-05-12
WBD
NewWARNER BROS DISCOVERY INC
Shares2.9K
Event2026-03-31
Filed2026-05-12
VRSN
NewVERISIGN INC
Shares311
Event2026-03-31
Filed2026-05-12
SPTM
NewSPDR SER TR STATE STREET SPDR
Shares1.0K
Event2026-03-31
Filed2026-05-12
MCHP
NewMICROCHIP TECHNOLOGY INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
CNP
NewCENTERPOINT ENERGY INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
FE
NewFIRSTENERGY CORP
Shares1.5K
Event2026-03-31
Filed2026-05-12
VNQ
NewVANGUARD INDEX FDS REAL ESTATE INDEX FD
Shares860
Event2026-03-31
Filed2026-05-12
VOT
NewVANGUARD INDEX FDS MID-CAP GROWTH ETF
Shares300
Event2026-03-31
Filed2026-05-12
NI
NewNISOURCE INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
SCHF
NewSCHWAB STRATEGIC TR INTL EQUITY ETF
Shares3.0K
Event2026-03-31
Filed2026-05-12
QSR
NewRESTAURANT BRANDS INTERN
Shares964
Event2026-03-31
Filed2026-05-12
CHD
NewCHURCH & DWIGHT CO INC
Shares763
Event2026-03-31
Filed2026-05-12
CSL
NewCARLISLE COS INC
Shares210
Event2026-03-31
Filed2026-05-12
PYPL
NewPAYPAL HLDGS INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
WAT
NewWATERS CORP
Shares235
Event2026-03-31
Filed2026-05-12
IRM
NewIRON MOUNTAIN INC
Shares682
Event2026-03-31
Filed2026-05-12
F
NewFORD MOTOR CO
Shares5.9K
Event2026-03-31
Filed2026-05-12
NVT
NewNVENT ELECTRIC PLC
Shares573
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares774
Event2026-03-31
Filed2026-05-12
UNILEVER PLC SPONSORED ADR NEW
NewUNILEVER PLC SPONSORED ADR NEW
Shares1.2K
Event2026-03-31
Filed2026-05-12
IWR
NewISHARES TR RUSSELL MID-CAP ETF
Shares704
Event2026-03-31
Filed2026-05-12
PCAR
NewPACCAR INC
Shares566
Event2026-03-31
Filed2026-05-12
OMC
NewOMNICOM GROUP
Shares861
Event2026-03-31
Filed2026-05-12
XLY
NewSELECT SECTOR SPDR TR STATE STREET
Shares599
Event2026-03-31
Filed2026-05-12
DTE
NewDTE ENERGY CO COM
Shares432
Event2026-03-31
Filed2026-05-12
DLR
NewDIGITAL REALTY TRUST INC
Shares341
Event2026-03-31
Filed2026-05-12
DIA
NewSS SPDR DOW JONES INDUS AVG
Shares132
Event2026-03-31
Filed2026-05-12
RDVY
NewFIRST TR EXCHANGE-TRADED FD
Shares916
Event2026-03-31
Filed2026-05-12
IWM
NewISHARES TR RUSSELL 2000 ETF
Shares246
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE-TRADED FD
NewINVESCO EXCHANGE-TRADED FD
Shares313
Event2026-03-31
Filed2026-05-12
IVE
NewISHARES TR S&P 500 VALUE ETF
Shares281
Event2026-03-31
Filed2026-05-12
BSV
NewVANGUARD BD INDEX FDS VANGUARD SHORT
Shares741
Event2026-03-31
Filed2026-05-12
SJM
NewJM SMUCKER CO/THE
Shares598
Event2026-03-31
Filed2026-05-12
ITOT
NewISHARES TR CORE S&P TOTAL U S STK MKT
Shares404
Event2026-03-31
Filed2026-05-12
XLC
NewSELECT SECTOR SPDR TR STATE STREET
Shares508
Event2026-03-31
Filed2026-05-12
ESGV
NewVANGUARD WORLD FD ESG U S STOCK ETF
Shares510
Event2026-03-31
Filed2026-05-12
NFG
NewNATIONAL FUEL GAS CO
Shares588
Event2026-03-31
Filed2026-05-12
SCHA
NewSCHWAB STRATEGIC TR US SMALL-CAP ETF
Shares2.0K
Event2026-03-31
Filed2026-05-12
MET
NewMETLIFE INC
Shares769
Event2026-03-31
Filed2026-05-12
VXUS
NewVANGUARD STAR FDS VANGUARD TOTAL INTL
Shares726
Event2026-03-31
Filed2026-05-12
OXY
NewOCCIDENTAL PETROLEUM CORP
Shares824
Event2026-03-31
Filed2026-05-12
AVY
NewAVERY DENNISON CORP
Shares303
Event2026-03-31
Filed2026-05-12
VMC
NewVULCAN MATERIALS CO
Shares186
Event2026-03-31
Filed2026-05-12
XLI
NewSELECT SECTOR SPDR TR STATE STREET INDL
Shares320
Event2026-03-31
Filed2026-05-12
KNF
NewKNIFE RIVER CORP
Shares605
Event2026-03-31
Filed2026-05-12
SPBO
NewSPDR SER TR STATE STR SPDR
Shares1.7K
Event2026-03-31
Filed2026-05-12
QUAL
NewISHARES MSCI USA QUALITY FAC
Shares252
Event2026-03-31
Filed2026-05-12
VHT
NewVANGUARD HEALTH CARE ETF
Shares168
Event2026-03-31
Filed2026-05-12
CNI
NewCANADIAN NATL RAILWAY CO
Shares444
Event2026-03-31
Filed2026-05-12
XLV
NewSELECT SECTOR SPDR TR STATE STREET
Shares309
Event2026-03-31
Filed2026-05-12
SCHX
NewSCHWAB STRATEGIC TR US LARGE-CAP ETF
Shares1.8K
Event2026-03-31
Filed2026-05-12
CTSH
NewCOGNIZANT TECH SOLUTIONS-A
Shares732
Event2026-03-31
Filed2026-05-12
FTNT
NewFORTINET INC
Shares546
Event2026-03-31
Filed2026-05-12
A
NewAGILENT TECHNOLOGIES INC
Shares383
Event2026-03-31
Filed2026-05-12
MFC
NewMANULIFE FINANCIAL CORP
Shares1.2K
Event2026-03-31
Filed2026-05-12
WTRG
NewESSENTIAL UTILITIES INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
OGE
NewOGE ENERGY CORP
Shares883
Event2026-03-31
Filed2026-05-12
TXT
NewTEXTRON INC
Shares480
Event2026-03-31
Filed2026-05-12
XLE
NewSELECT SECTOR SPDR TR STATE STREET
Shares677
Event2026-03-31
Filed2026-05-12
CMG
NewCHIPOTLE MEXICAN GRILL INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
TDG
NewTRANSDIGM GROUP INC
Shares35
Event2026-03-31
Filed2026-05-12
STZ
NewCONSTELLATION BRANDS INC CL A
Shares270
Event2026-03-31
Filed2026-05-12
EEM
NewISHARES TR MSCI EMERGING MKTS INDEX
Shares734
Event2026-03-31
Filed2026-05-12
MTB
NewM & T BANK CORP
Shares193
Event2026-03-31
Filed2026-05-12
AFG
NewAMERICAN FINANCIAL GROUP INC
Shares312
Event2026-03-31
Filed2026-05-12
CCEP
NewCOCA-COLA EUROPACIFIC PARTNE
Shares439
Event2026-03-31
Filed2026-05-12
RCL
NewROYAL CARIBBEAN CRUISES LTD
Shares147
Event2026-03-31
Filed2026-05-12
BNDX
NewVANGUARD CHARLOTTE FDS TOTAL INTL BD
Shares803
Event2026-03-31
Filed2026-05-12
EMN
NewEASTMAN CHEMICAL CO
Shares497
Event2026-03-31
Filed2026-05-12
CANADIAN PACIFIC KANSAS CITY
NewCANADIAN PACIFIC KANSAS CITY
Shares472
Event2026-03-31
Filed2026-05-12
DGRW
NewWISDOMTREE TR US QUALITY DIVID GROWTH
Shares417
Event2026-03-31
Filed2026-05-12
DGX
NewQUEST DIAGNOSTICS INC
Shares181
Event2026-03-31
Filed2026-05-12
MNST
NewMONSTER BEVERAGE CORP
Shares488
Event2026-03-31
Filed2026-05-12
USMV
NewISHARES TR MSCI USA MINIMUM VOLATILITY
Shares380
Event2026-03-31
Filed2026-05-12
ET
NewENERGY TRANSFER L P COM UNIT LTD
Shares1.8K
Event2026-03-31
Filed2026-05-12
OEF
NewISHARES TR S&P 100 ETF
Shares110
Event2026-03-31
Filed2026-05-12
VTRS
NewVIATRIS INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
SCHD
NewSCHWAB STRATEGIC TR US DIVIDEND EQUITY
Shares1.1K
Event2026-03-31
Filed2026-05-12
IDXX
NewIDEXX LABORATORIES INC
Shares59
Event2026-03-31
Filed2026-05-12
IEI
NewISHARES TR 3-7 YR TREAS BD ETF
Shares273
Event2026-03-31
Filed2026-05-12
DFAT
NewDIMENSIONAL ETF TR U S TARGET VALUE ETF
Shares500
Event2026-03-31
Filed2026-05-12
KEYS
NewKEYSIGHT TECHNOLOGIES IN
Shares108
Event2026-03-31
Filed2026-05-12
DCI
NewDONALDSON CO INC
Shares359
Event2026-03-31
Filed2026-05-12
LNC
NewLINCOLN NATIONAL CORP
Shares858
Event2026-03-31
Filed2026-05-12
CIBR
NewFIRST TR EXCHANGE-TRADED FD
Shares500
Event2026-03-31
Filed2026-05-12
VOE
NewVANGUARD INDEX FDS VANGUARD MID-CAP
Shares164
Event2026-03-31
Filed2026-05-12
GRMN
NewGARMIN LTD
Shares129
Event2026-03-31
Filed2026-05-12
SLYG
NewSPDR SER TR STATE STR SPDR S&P 600
Shares311
Event2026-03-31
Filed2026-05-12
SPXC
NewSPX TECHNOLOGIES INC
Shares139
Event2026-03-31
Filed2026-05-12
EFX
NewEQUIFAX INC
Shares154
Event2026-03-31
Filed2026-05-12
IWX
NewISHARES RUSSELL TOP 200 VALU
Shares289
Event2026-03-31
Filed2026-05-12
SCHB
NewSCHWAB STRATEGIC TR US BROAD MKT ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
FNDX
NewSCHWAB FNDMNTL US LRG CO ETF
Shares959
Event2026-03-31
Filed2026-05-12
NEM
NewNEWMONT CORP
Shares241
Event2026-03-31
Filed2026-05-12
NUMV
NewNUVEEN ESG MID-CAP VALUE ETF
Shares673
Event2026-03-31
Filed2026-05-12
TIP
NewISHARES TR TIPS BD ETF
Shares233
Event2026-03-31
Filed2026-05-12
XLB
NewSS MATERIALS SELECT SECTOR
Shares512
Event2026-03-31
Filed2026-05-12
IYY
NewISHARES DOW JONES U.S. ETF
Shares160
Event2026-03-31
Filed2026-05-12
MKL
NewMARKEL GROUP INC
Shares13
Event2026-03-31
Filed2026-05-12
WSM
NewWILLIAMS SONOMA INC COM
Shares134
Event2026-03-31
Filed2026-05-12
VRSK
NewVERISK ANALYTICS INC
Shares127
Event2026-03-31
Filed2026-05-12
CBSH
NewCOMMERCE BANCSHARES INC
Shares479
Event2026-03-31
Filed2026-05-12
IVW
NewISHARES TR S&P 500 GROWTH ETF
Shares213
Event2026-03-31
Filed2026-05-12
EXPE
NewEXPEDIA GROUP INC
Shares98
Event2026-03-31
Filed2026-05-12
TYL
NewTYLER TECHNOLOGIES INC
Shares66
Event2026-03-31
Filed2026-05-12
ATO
NewATMOS ENERGY CORP
Shares115
Event2026-03-31
Filed2026-05-12
EQIX
NewEQUINIX INC
Shares21
Event2026-03-31
Filed2026-05-12
DFAE
NewDIMENSIONAL ETF TR EMERGING MKTS CORE
Shares623
Event2026-03-31
Filed2026-05-12
ESS
NewESSEX PROPERTY TRUST INC
Shares83
Event2026-03-31
Filed2026-05-12
VOOV
NewVANGUARD ADMIRAL FDS INC S&P 500 VALUE
Shares100
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE-TRADED FD
NewINVESCO EXCHANGE-TRADED FD
Shares295
Event2026-03-31
Filed2026-05-12
VPU
NewVANGUARD UTILITIES ETF
Shares100
Event2026-03-31
Filed2026-05-12
DTM
NewDT MIDSTREAM INC
Shares139
Event2026-03-31
Filed2026-05-12
CMS
NewCMS ENERGY CORP
Shares235
Event2026-03-31
Filed2026-05-12
NUMG
NewNUVEEN ESG MID-CAP GROW ETF
Shares442
Event2026-03-31
Filed2026-05-12
DVY
NewISHARES TR SELECT DIVID ETF FD
Shares120
Event2026-03-31
Filed2026-05-12
DFAU
NewDIMENSIONAL ETF TR US CORE ETF
Shares401
Event2026-03-31
Filed2026-05-12
SCCO
NewSOUTHERN COPPER CORP
Shares102
Event2026-03-31
Filed2026-05-12
BIV
NewVANGUARD BD INDEX FDS VANGUARD
Shares228
Event2026-03-31
Filed2026-05-12
HLN
NewHALEON PLC ADR
Shares1.7K
Event2026-03-31
Filed2026-05-12
SDY
NewSPDR SER TR STATE STREET SPDR
Shares117
Event2026-03-31
Filed2026-05-12
FLRN
NewSPDR SER TR STATE STREET SPDR
Shares535
Event2026-03-31
Filed2026-05-12
DLTR
NewDOLLAR TREE INC
Shares150
Event2026-03-31
Filed2026-05-12
VIGI
NewVANGUARD WHITEHALL FDS INTL DIVID
Shares185
Event2026-03-31
Filed2026-05-12
AIG
NewAMERICAN INTERNATIONAL GROUP
Shares212
Event2026-03-31
Filed2026-05-12
XLU
NewSELECT SECTOR SPDR TR STATE STREET
Shares346
Event2026-03-31
Filed2026-05-12
CW
NewCURTISS-WRIGHT CORP
Shares23
Event2026-03-31
Filed2026-05-12
IDA
NewIDACORP INC
Shares108
Event2026-03-31
Filed2026-05-12
WPC
NewW P CAREY INC COM
Shares220
Event2026-03-31
Filed2026-05-12
LH
NewLABCORP HOLDINGS INC
Shares55
Event2026-03-31
Filed2026-05-12
EMB
NewISHARES TR JPMORGAN USD EMERGING MKTS BD
Shares156
Event2026-03-31
Filed2026-05-12
RPM
NewRPM INTERNATIONAL INC
Shares145
Event2026-03-31
Filed2026-05-12
CHKP
NewCHECK POINT SOFTWARE TECH
Shares99
Event2026-03-31
Filed2026-05-12
IEF
NewISHARES TR 7-10 YR TREAS BD ETF
Shares141
Event2026-03-31
Filed2026-05-12
FANG
NewDIAMONDBACK ENERGY INC
Shares67
Event2026-03-31
Filed2026-05-12
AKAM
NewAKAMAI TECHNOLOGIES INC
Shares113
Event2026-03-31
Filed2026-05-12
SPYM
NewSPDR SER TR STATE STR SPDR PORT S&P
Shares173
Event2026-03-31
Filed2026-05-12
NDSN
NewNORDSON CORP
Shares48
Event2026-03-31
Filed2026-05-12
RWR
NewSPDR SER TR STATE STR SPDR DOW JONES
Shares121
Event2026-03-31
Filed2026-05-12
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