Sponsored
The Analysis of TOMPKINS FINANCIAL CORP's Holdings & P&L
Currently, TOMPKINS FINANCIAL CORP holds 565 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in ACWX (+285.3K shares, valued at $19.5M), BND (+195.9K shares, valued at $14.4M), VTHR (+20.2K shares, valued at $5.8M); decreased their positions in IWL (-72.3K shares, valued at $11.6M), SHY (-132.9K shares, valued at $11.0M), ADBE (-13.3K shares, valued at $3.2M); initiated new positions in SPTM (+7.1K shares, valued at $558.2K), VYMI (+3.0K shares, valued at $278.3K), N/A (+28.7K shares, valued at $223.7K).
1M P&L
+41.0M+3.42%
3M P&L
+32.0M+2.65%
HY P&L
+95.3M+8.33%
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/A478.7M
42.3%
2Banks - Regional94.8M
8.4%
3Drug Manufacturers - General60.6M
5.4%
Top Industries by Stock Count
1N/A174 stocks
33.3%
2Banks - Regional16 stocks
3.1%
3Utilities - Regulated Electric16 stocks
3.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO2.7K sharesnew addition2026-03-312026-04-09
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TMP
-1.47%TOMPKINS FINL CORP
Shares1.1M
Event2026-03-31
Filed2026-04-09
VTHR
7.23%VANGUARD SCOTTSDALE FDS
Shares299.5K
Event2026-03-31
Filed2026-04-09
IWL
-12.66%ISHARES TR
Shares498.9K
Event2026-03-31
Filed2026-04-09
ACWX
61.54%ISHARES TR
Shares748.9K
Event2026-03-31
Filed2026-04-09
AAPL
-2.25%APPLE INC
Shares181.3K
Event2026-03-31
Filed2026-04-09
NVDA
-5.66%NVIDIA CORPORATION
Shares252.2K
Event2026-03-31
Filed2026-04-09
VEA
-1.03%VANGUARD TAX-MANAGED FDS
Shares675.5K
Event2026-03-31
Filed2026-04-09
BND
51.85%VANGUARD BD INDEX FDS
Shares573.7K
Event2026-03-31
Filed2026-04-09
MSFT
-1.10%MICROSOFT CORP
Shares113.8K
Event2026-03-31
Filed2026-04-09
VANGUARD INDEX FDS
3.59%VANGUARD INDEX FDS
Shares53.7K
Event2026-03-31
Filed2026-04-09
WMT
-2.93%WALMART INC
Shares241.8K
Event2026-03-31
Filed2026-04-09
SPMO
1.58%INVESCO EXCH TRADED FD TR II
Shares252.3K
Event2026-03-31
Filed2026-04-09
XOM
-1.84%EXXON MOBIL CORP
Shares160.2K
Event2026-03-31
Filed2026-04-09
LLY
-3.27%ELI LILLY & CO
Shares28.2K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
-3.82%ALPHABET INC
Shares70.5K
Event2026-03-31
Filed2026-04-09
JPM
-2.34%JPMORGAN CHASE & CO
Shares66.2K
Event2026-03-31
Filed2026-04-09
EFIV
4.60%SPDR SERIES TRUST
Shares301.4K
Event2026-03-31
Filed2026-04-09
CSCO
-3.37%CISCO SYS INC
Shares235.3K
Event2026-03-31
Filed2026-04-09
AMGN
-0.98%AMGEN INC
Shares48.3K
Event2026-03-31
Filed2026-04-09
MCD
-0.58%MCDONALDS CORP
Shares53.7K
Event2026-03-31
Filed2026-04-09
AMZN
-1.17%AMAZON COM INC
Shares73.3K
Event2026-03-31
Filed2026-04-09
IWR
30.56%ISHARES TR
Shares151.8K
Event2026-03-31
Filed2026-04-09
WM
-1.41%WASTE MGMT INC DEL
Shares63.6K
Event2026-03-31
Filed2026-04-09
TJX
-2.14%TJX COS INC NEW
Shares89.1K
Event2026-03-31
Filed2026-04-09
XLK
-4.76%SELECT SECTOR SPDR TR
Shares107.0K
Event2026-03-31
Filed2026-04-09
COST
-1.32%COSTCO WHOLESALE CORPORATION
Shares13.5K
Event2026-03-31
Filed2026-04-09
MERCK & CO INC
-0.68%MERCK & CO INC
Shares100.1K
Event2026-03-31
Filed2026-04-09
HON
-0.83%HONEYWELL INTL INC
Shares51.7K
Event2026-03-31
Filed2026-04-09
MA
-0.56%MASTERCARD INCORPORATED
Shares21.6K
Event2026-03-31
Filed2026-04-09
TE CONNECTIVITY PLC
-2.34%TE CONNECTIVITY PLC
Shares51.5K
Event2026-03-31
Filed2026-04-09
DUKE ENERGY CORP NEW
-1.73%DUKE ENERGY CORP NEW
Shares81.8K
Event2026-03-31
Filed2026-04-09
HD
-1.33%HOME DEPOT INC
Shares32.5K
Event2026-03-31
Filed2026-04-09
ABT
-0.39%ABBOTT LABORATORIES
Shares102.7K
Event2026-03-31
Filed2026-04-09
PEP
2.11%PEPSICO INC
Shares67.1K
Event2026-03-31
Filed2026-04-09
IJH
-11.02%ISHARES TR
Shares152.5K
Event2026-03-31
Filed2026-04-09
AJG
-0.88%GALLAGHER ARTHUR J & CO
Shares47.4K
Event2026-03-31
Filed2026-04-09
BERKSHIRE HATHAWAY INC DEL
-0.94%BERKSHIRE HATHAWAY INC DEL
Shares21.4K
Event2026-03-31
Filed2026-04-09
BLACKROCK INC
-1.33%BLACKROCK INC
Shares10.5K
Event2026-03-31
Filed2026-04-09
BIL
1.69%SPDR SERIES TRUST
Shares106.6K
Event2026-03-31
Filed2026-04-09
PEG
-1.33%PUBLIC SVC ENTERPRISE GROUP
Shares118.3K
Event2026-03-31
Filed2026-04-09
GENERAL DYNAMICS CORP
-1.78%GENERAL DYNAMICS CORP
Shares25.1K
Event2026-03-31
Filed2026-04-09
JNJ
-2.31%JOHNSON & JOHNSON
Shares31.9K
Event2026-03-31
Filed2026-04-09
PG
0.55%PROCTER & GAMBLE CO
Shares53.2K
Event2026-03-31
Filed2026-04-09
ABBV
-0.30%ABBVIE INC
Shares35.1K
Event2026-03-31
Filed2026-04-09
IWM
31.20%ISHARES TR
Shares29.4K
Event2026-03-31
Filed2026-04-09
ISRG
-0.90%INTUITIVE SURGICAL INC
Shares15.5K
Event2026-03-31
Filed2026-04-09
DHR
0.11%DANAHER CORP DEL
Shares36.0K
Event2026-03-31
Filed2026-04-09
PSA
3.05%PUBLIC STORAGE OPER CO
Shares24.4K
Event2026-03-31
Filed2026-04-09
SYK
-0.23%STRYKER CORPORATION
Shares17.1K
Event2026-03-31
Filed2026-04-09
ICE
-0.40%INTERCONTINENTAL EXCHANGE IN
Shares32.1K
Event2026-03-31
Filed2026-04-09
FDVV
11.11%FIDELITY COVINGTON TRUST
Shares89.3K
Event2026-03-31
Filed2026-04-09
SPY
-16.18%STATE STR SPDR S&P 500 ETF T
Shares7.6K
Event2026-03-31
Filed2026-04-09
USMV
0.14%ISHARES TR
Shares52.5K
Event2026-03-31
Filed2026-04-09
RWL
-2.19%INVESCO EXCH TRADED FD TR II
Shares39.2K
Event2026-03-31
Filed2026-04-09
SUSA
-4.05%ISHARES TR
Shares31.6K
Event2026-03-31
Filed2026-04-09
MOAT
-13.51%VANECK ETF TRUST
Shares39.1K
Event2026-03-31
Filed2026-04-09
CVX
-0.97%CHEVRON CORPORATION
Shares17.2K
Event2026-03-31
Filed2026-04-09
WBS
-46.49%WEBSTER FINL CORP
Shares51.1K
Event2026-03-31
Filed2026-04-09
IEFA
7.61%ISHARES TR
Shares37.7K
Event2026-03-31
Filed2026-04-09
PWR
-1.10%QUANTA SVCS INC
Shares5.9K
Event2026-03-31
Filed2026-04-09
KMB
10.51%KIMBERLY-CLARK CORP
Shares31.0K
Event2026-03-31
Filed2026-04-09
CRS
0.00%CARPENTER TECHNOLOGY CORP
Shares7.5K
Event2026-03-31
Filed2026-04-09
AWK
-0.45%AMERICAN WTR WKS CO INC NEW
Shares21.4K
Event2026-03-31
Filed2026-04-09
IWO
0.00%ISHARES TR
Shares9.2K
Event2026-03-31
Filed2026-04-09
PH
0.00%PARKER-HANNIFIN CORP
Shares3.0K
Event2026-03-31
Filed2026-04-09
VOOG
-0.65%VANGUARD ADMIRAL FDS INC
Shares6.3K
Event2026-03-31
Filed2026-04-09
VTI
9.55%VANGUARD INDEX FDS
Shares7.8K
Event2026-03-31
Filed2026-04-09
IVV
-0.42%ISHARES TR
Shares3.8K
Event2026-03-31
Filed2026-04-09
GLW
-15.75%CORNING INC
Shares18.2K
Event2026-03-31
Filed2026-04-09
ITW
0.00%ILLINOIS TOOL WKS INC
Shares9.3K
Event2026-03-31
Filed2026-04-09
EMR
-2.46%EMERSON ELEC CO
Shares17.5K
Event2026-03-31
Filed2026-04-09
BNL
0.00%BROADSTONE NET LEASE INC
Shares116.2K
Event2026-03-31
Filed2026-04-09
IBM
1.92%INTERNATIONAL BUSINESS MACHS
Shares8.7K
Event2026-03-31
Filed2026-04-09
CWST
0.00%CASELLA WASTE SYS INC
Shares26.7K
Event2026-03-31
Filed2026-04-09
ADP
-11.39%AUTOMATIC DATA PROCESSING IN
Shares9.7K
Event2026-03-31
Filed2026-04-09
JEPI
305.16%J P MORGAN EXCHANGE TRADED F
Shares33.7K
Event2026-03-31
Filed2026-04-09
KO
3.14%COCA COLA CO
Shares24.4K
Event2026-03-31
Filed2026-04-09
NBTB
-3.92%NBT BANCORP INC
Shares38.2K
Event2026-03-31
Filed2026-04-09
INVESCO EXCH TRADED FD TR II
-5.79%INVESCO EXCH TRADED FD TR II
Shares22.1K
Event2026-03-31
Filed2026-04-09
BROADCOM INC
378.53%BROADCOM INC
Shares5.1K
Event2026-03-31
Filed2026-04-09
PFE
-2.67%PFIZER INC
Shares55.8K
Event2026-03-31
Filed2026-04-09
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares2.7K
Event2026-03-31
Filed2026-04-09
META
357.98%META PLATFORMS INC
Shares2.7K
Event2026-03-31
Filed2026-04-09
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares3.3K
Event2026-03-31
Filed2026-04-09
AXP
11.86%AMERICAN EXPRESS CO
Shares5.0K
Event2026-03-31
Filed2026-04-09
PAYX
-7.12%PAYCHEX INC
Shares16.2K
Event2026-03-31
Filed2026-04-09
EFA
-2.21%ISHARES TR
Shares14.7K
Event2026-03-31
Filed2026-04-09
VZ
6.16%VERIZON COMMUNICATIONS INC
Shares27.8K
Event2026-03-31
Filed2026-04-09
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares2.2K
Event2026-03-31
Filed2026-04-09
CAT
9.55%CATERPILLAR INC
Shares1.9K
Event2026-03-31
Filed2026-04-09
VB
-22.30%VANGUARD INDEX FDS
Shares4.9K
Event2026-03-31
Filed2026-04-09
IJS
-3.59%ISHARES TR
Shares10.6K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
-0.65%ALPHABET INC
Shares4.3K
Event2026-03-31
Filed2026-04-09
ORCL
-23.05%ORACLE CORP
Shares8.3K
Event2026-03-31
Filed2026-04-09
JEPQ
401.82%J P MORGAN EXCHANGE TRADED F
Shares21.8K
Event2026-03-31
Filed2026-04-09
DE
0.00%DEERE & CO
Shares2.1K
Event2026-03-31
Filed2026-04-09
SCHB
-0.42%SCHWAB STRATEGIC TR
Shares45.5K
Event2026-03-31
Filed2026-04-09
GE AEROSPACE
1.58%GE AEROSPACE
Shares4.0K
Event2026-03-31
Filed2026-04-09
IJR
-0.28%ISHARES TR
Shares9.0K
Event2026-03-31
Filed2026-04-09
SUB
0.00%ISHARES TR
Shares10.5K
Event2026-03-31
Filed2026-04-09
OKE
0.00%ONEOK INC NEW
Shares12.0K
Event2026-03-31
Filed2026-04-09
EATON CORP PLC
0.00%EATON CORP PLC
Shares2.9K
Event2026-03-31
Filed2026-04-09
IVW
-12.33%ISHARES TR
Shares9.0K
Event2026-03-31
Filed2026-04-09
T
15.49%AT&T INC
Shares33.8K
Event2026-03-31
Filed2026-04-09
EFAV
8.91%ISHARES TR
Shares10.5K
Event2026-03-31
Filed2026-04-09
VYM
30.18%VANGUARD WHITEHALL FDS
Shares6.4K
Event2026-03-31
Filed2026-04-09
RTX
-0.47%RTX CORPORATION
Shares4.8K
Event2026-03-31
Filed2026-04-09
GEV
2.25%GE VERNOVA INC
Shares998
Event2026-03-31
Filed2026-04-09
TMO
-2.30%THERMO FISHER SCIENTIFIC INC
Shares1.7K
Event2026-03-31
Filed2026-04-09
DIS
0.00%DISNEY WALT CO
Shares8.5K
Event2026-03-31
Filed2026-04-09
PM
-49.24%PHILIP MORRIS INTL INC
Shares4.9K
Event2026-03-31
Filed2026-04-09
LOW
-1.69%LOWES COS INC
Shares3.4K
Event2026-03-31
Filed2026-04-09
ACCENTURE PLC IRELAND
-16.78%ACCENTURE PLC IRELAND
Shares3.9K
Event2026-03-31
Filed2026-04-09
XLC
0.00%SELECT SECTOR SPDR TR
Shares7.0K
Event2026-03-31
Filed2026-04-09
MO
-1.88%ALTRIA GROUP INC
Shares11.4K
Event2026-03-31
Filed2026-04-09
DVY
0.00%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-04-09
BAC
0.00%BANK AMERICA CORP
Shares15.1K
Event2026-03-31
Filed2026-04-09
ITOT
-0.39%ISHARES TR
Shares5.2K
Event2026-03-31
Filed2026-04-09
IEMG
9.53%ISHARES INC
Shares10.5K
Event2026-03-31
Filed2026-04-09
SYY
0.00%SYSCO CORP
Shares8.9K
Event2026-03-31
Filed2026-04-09
GLD
8.37%SPDR GOLD TR
Shares1.5K
Event2026-03-31
Filed2026-04-09
SPTM
NewSPDR SERIES TRUST
Shares7.1K
Event2026-03-31
Filed2026-04-09
STZ
0.00%CONSTELLATION BRANDS INC
Shares3.6K
Event2026-03-31
Filed2026-04-09
INTC
-5.70%INTEL CORP
Shares11.7K
Event2026-03-31
Filed2026-04-09
PNC
0.00%PNC FINL SVCS GROUP INC
Shares2.5K
Event2026-03-31
Filed2026-04-09
NEE
0.00%NEXTERA ENERGY INC
Shares5.6K
Event2026-03-31
Filed2026-04-09
TSLA
0.00%TESLA INC
Shares1.4K
Event2026-03-31
Filed2026-04-09
MMM
5.07%3M CO
Shares3.4K
Event2026-03-31
Filed2026-04-09
APD
-21.53%AIR PRODUCTS AND CHEMICALS I
Shares1.6K
Event2026-03-31
Filed2026-04-09
CLX
0.00%CLOROX CO DEL
Shares4.5K
Event2026-03-31
Filed2026-04-09
IWF
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-04-09
TXN
0.00%TEXAS INSTRS INC
Shares2.3K
Event2026-03-31
Filed2026-04-09
LMT
0.00%LOCKHEED MARTIN CORP
Shares715
Event2026-03-31
Filed2026-04-09
GS
0.00%GOLDMAN SACHS GROUP INC
Shares500
Event2026-03-31
Filed2026-04-09
VTV
21.25%VANGUARD INDEX FDS
Shares2.1K
Event2026-03-31
Filed2026-04-09
SHV
0.00%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-04-09
OEF
-1.33%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-09
MPC
0.00%MARATHON PETE CORP
Shares1.6K
Event2026-03-31
Filed2026-04-09
CATH
0.00%GLOBAL X FDS
Shares5.0K
Event2026-03-31
Filed2026-04-09
RY
0.00%ROYAL BK CDA
Shares2.4K
Event2026-03-31
Filed2026-04-09
VO
111.08%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-04-09
VNQ
-4.29%VANGUARD INDEX FDS
Shares4.3K
Event2026-03-31
Filed2026-04-09
UVE
0.00%UNIVERSAL INS HLDGS INC
Shares10.9K
Event2026-03-31
Filed2026-04-09
HWM
-2.85%HOWMET AEROSPACE INC
Shares1.6K
Event2026-03-31
Filed2026-04-09
TSM
-6.78%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.1K
Event2026-03-31
Filed2026-04-09
WSO
0.00%WATSCO INC
Shares1.0K
Event2026-03-31
Filed2026-04-09
HSY
37.41%HERSHEY CO
Shares1.7K
Event2026-03-31
Filed2026-04-09
MDLZ
1.88%MONDELEZ INTL INC
Shares6.2K
Event2026-03-31
Filed2026-04-09
UNH
-12.75%UNITEDHEALTH GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-04-09
QCOM
0.00%QUALCOMM INC
Shares2.6K
Event2026-03-31
Filed2026-04-09
VUG
257.21%VANGUARD INDEX FDS
Shares768
Event2026-03-31
Filed2026-04-09
FDX
0.00%FEDEX CORP
Shares919
Event2026-03-31
Filed2026-04-09
PPG
-4.46%PPG INDS INC
Shares3.1K
Event2026-03-31
Filed2026-04-09
COP
15.38%CONOCOPHILLIPS
Shares2.4K
Event2026-03-31
Filed2026-04-09
SLV
6.30%ISHARES SILVER TR
Shares4.7K
Event2026-03-31
Filed2026-04-09
VVV
0.00%VALVOLINE INC
Shares9.4K
Event2026-03-31
Filed2026-04-09
WTRG
0.00%ESSENTIAL UTILS INC
Shares7.6K
Event2026-03-31
Filed2026-04-09
CVS
0.00%CVS HEALTH CORP
Shares4.2K
Event2026-03-31
Filed2026-04-09
TFC
-4.46%TRUIST FINL CORP
Shares6.6K
Event2026-03-31
Filed2026-04-09
GAM
0.00%GENERAL AMERN INVS CO INC
Shares5.1K
Event2026-03-31
Filed2026-04-09
BMY
1.41%BRISTOL-MYERS SQUIBB CO
Shares4.8K
Event2026-03-31
Filed2026-04-09
BKNG
0.00%BOOKING HOLDINGS INC
Shares68
Event2026-03-31
Filed2026-04-09
HII
0.00%HUNTINGTON INGALLS INDS INC
Shares750
Event2026-03-31
Filed2026-04-09
VYMI
NewVANGUARD WHITEHALL FDS
Shares3.0K
Event2026-03-31
Filed2026-04-09
SCHW
-5.02%SCHWAB CHARLES CORP
Shares2.9K
Event2026-03-31
Filed2026-04-09
VGK
0.00%VANGUARD INTL EQUITY INDEX F
Shares3.3K
Event2026-03-31
Filed2026-04-09
ETR
0.00%ENTERGY CORP NEW
Shares2.4K
Event2026-03-31
Filed2026-04-09
NKE
-24.26%NIKE INC
Shares5.1K
Event2026-03-31
Filed2026-04-09
ES
0.00%EVERSOURCE ENERGY
Shares3.9K
Event2026-03-31
Filed2026-04-09
LH
0.00%LABCORP HOLDINGS INC
Shares1.0K
Event2026-03-31
Filed2026-04-09
GILD
0.00%GILEAD SCIENCES INC
Shares1.9K
Event2026-03-31
Filed2026-04-09
UNP
-10.07%UNION PAC CORP
Shares1.1K
Event2026-03-31
Filed2026-04-09
VGSH
0.00%VANGUARD SCOTTSDALE FDS
Shares4.5K
Event2026-03-31
Filed2026-04-09
PGX
0.00%INVESCO EXCH TRADED FD TR II
Shares23.7K
Event2026-03-31
Filed2026-04-09
NEAR
0.00%ISHARES U S ETF TR
Shares5.1K
Event2026-03-31
Filed2026-04-09
SLB
0.00%SLB LIMITED
Shares5.0K
Event2026-03-31
Filed2026-04-09
PSX
13.02%PHILLIPS 66
Shares1.4K
Event2026-03-31
Filed2026-04-09
ECL
-2.27%ECOLAB INC
Shares947
Event2026-03-31
Filed2026-04-09
IJK
-48.52%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-04-09
SNPS
-11.28%SYNOPSYS INC
Shares629
Event2026-03-31
Filed2026-04-09
SHEL
9.02%SHELL PLC
Shares2.7K
Event2026-03-31
Filed2026-04-09
TGT
0.00%TARGET CORP
Shares2.0K
Event2026-03-31
Filed2026-04-09
D
0.00%DOMINION ENERGY INC
Shares4.0K
Event2026-03-31
Filed2026-04-09
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares711
Event2026-03-31
Filed2026-04-09
SCHZ
21702.08%SCHWAB STRATEGIC TR
Shares10.5K
Event2026-03-31
Filed2026-04-09
ET
0.00%ENERGY TRANSFER L P
Shares12.5K
Event2026-03-31
Filed2026-04-09
DG
-1.14%DOLLAR GEN CORP
Shares2.0K
Event2026-03-31
Filed2026-04-09
NSC
0.00%NORFOLK SOUTHN CORP
Shares825
Event2026-03-31
Filed2026-04-09
YUM
0.00%YUM BRANDS INC
Shares1.5K
Event2026-03-31
Filed2026-04-09
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares2.0K
Event2026-03-31
Filed2026-04-09
BDX
0.00%BECTON DICKINSON & CO
Shares1.4K
Event2026-03-31
Filed2026-04-09
RIO
0.00%RIO TINTO PLC
Shares2.4K
Event2026-03-31
Filed2026-04-09
PUTNAM ETF TRUST
NewPUTNAM ETF TRUST
Shares28.7K
Event2026-03-31
Filed2026-04-09
AZO
0.00%AUTOZONE INC
Shares65
Event2026-03-31
Filed2026-04-09
GWW
-2.96%WW GRAINGER INC
Shares197
Event2026-03-31
Filed2026-04-09
MCHP
-5.65%MICROCHIP TECHNOLOGY INC.
Shares3.3K
Event2026-03-31
Filed2026-04-09
SDY
-15.72%SPDR SERIES TRUST
Shares1.4K
Event2026-03-31
Filed2026-04-09
VWO
162.15%VANGUARD INTL EQUITY INDEX F
Shares3.7K
Event2026-03-31
Filed2026-04-09
GIS
0.00%GENERAL MILLS INC
Shares5.3K
Event2026-03-31
Filed2026-04-09
SHY
-98.27%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-04-09
ASH
0.00%ASHLAND INC
Shares3.4K
Event2026-03-31
Filed2026-04-09
VTR
17.00%VENTAS INC
Shares2.3K
Event2026-03-31
Filed2026-04-09
CM
0.00%CANADIAN IMPERIAL BANK OF CO
Shares2.0K
Event2026-03-31
Filed2026-04-09
FAST
0.00%FASTENAL CO
Shares4.0K
Event2026-03-31
Filed2026-04-09
VBR
770.10%VANGUARD INDEX FDS
Shares844
Event2026-03-31
Filed2026-04-09
MAS
0.00%MASCO CORP
Shares3.0K
Event2026-03-31
Filed2026-04-09
WAT
49.00%WATERS CORP
Shares596
Event2026-03-31
Filed2026-04-09
CME
0.00%CME GROUP INC
Shares600
Event2026-03-31
Filed2026-04-09
BK
0.00%BANK NEW YORK MELLON CORP
Shares1.5K
Event2026-03-31
Filed2026-04-09
ROK
0.00%ROCKWELL AUTOMATION INC
Shares481
Event2026-03-31
Filed2026-04-09
ROST
0.00%ROSS STORES INC
Shares785
Event2026-03-31
Filed2026-04-09
LINDE PLC
168.50%LINDE PLC
Shares341
Event2026-03-31
Filed2026-04-09
VT
NewVANGUARD INTL EQUITY INDEX F
Shares1.2K
Event2026-03-31
Filed2026-04-09
TRV
-7.88%TRAVELERS COMPANIES INC
Shares573
Event2026-03-31
Filed2026-04-09
COF
-6.76%CAPITAL ONE FINL CORP
Shares911
Event2026-03-31
Filed2026-04-09
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares1.3K
Event2026-03-31
Filed2026-04-09
EXC
-4.07%EXELON CORP
Shares3.3K
Event2026-03-31
Filed2026-04-09
ENB
0.00%ENBRIDGE INC
Shares3.0K
Event2026-03-31
Filed2026-04-09
SRE
0.00%SEMPRA
Shares1.6K
Event2026-03-31
Filed2026-04-09
MFC
0.00%MANULIFE FINL CORP
Shares4.6K
Event2026-03-31
Filed2026-04-09
RL
0.00%RALPH LAUREN CORP
Shares460
Event2026-03-31
Filed2026-04-09
GM
0.00%GENERAL MTRS CO
Shares2.1K
Event2026-03-31
Filed2026-04-09
QUAL
128.78%ISHARES TR
Shares787
Event2026-03-31
Filed2026-04-09
WFC
10.77%WELLS FARGO & CO
Shares1.9K
Event2026-03-31
Filed2026-04-09
CMCSA
11.91%COMCAST CORP NEW
Shares5.2K
Event2026-03-31
Filed2026-04-09
MTB
-32.52%M & T BK CORP
Shares716
Event2026-03-31
Filed2026-04-09
MSM
0.00%MSC INDL DIRECT INC
Shares1.6K
Event2026-03-31
Filed2026-04-09
ADM
-0.50%ARCHER DANIELS MIDLAND CO
Shares2.0K
Event2026-03-31
Filed2026-04-09
PROFESIONALLY MANAGED PORTFO
NewPROFESIONALLY MANAGED PORTFO
Shares2.7K
Event2026-03-31
Filed2026-04-09
F
15.52%FORD MTR CO
Shares12.3K
Event2026-03-31
Filed2026-04-09
HIG
0.00%HARTFORD INSURANCE GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-04-09
EOG
0.00%EOG RES INC
Shares960
Event2026-03-31
Filed2026-04-09
BLACKSTONE INC
NewBLACKSTONE INC
Shares1.2K
Event2026-03-31
Filed2026-04-09
ATO
0.00%ATMOS ENERGY CORP
Shares750
Event2026-03-31
Filed2026-04-09
SNA
0.00%SNAP ON INC
Shares380
Event2026-03-31
Filed2026-04-09
GPC
-7.87%GENUINE PARTS CO
Shares1.3K
Event2026-03-31
Filed2026-04-09
BMO
0.00%BANK MONTREAL MEDIUM
Shares1.0K
Event2026-03-31
Filed2026-04-09
MYN
NewBLACKROCK MUNIYIELD N Y QUAL
Shares14.0K
Event2026-03-31
Filed2026-04-09
MDU
0.00%MDU RES GROUP INC
Shares6.5K
Event2026-03-31
Filed2026-04-09
AA
0.00%ALCOA CORP
Shares2.0K
Event2026-03-31
Filed2026-04-09
IWP
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-04-09
VCIT
531.73%VANGUARD SCOTTSDALE FDS
Shares1.6K
Event2026-03-31
Filed2026-04-09
EMA
0.00%EMERA INC
Shares2.5K
Event2026-03-31
Filed2026-04-09
ADBE
-96.19%ADOBE INC
Shares528
Event2026-03-31
Filed2026-04-09
NVS
48.39%NOVARTIS AG
Shares831
Event2026-03-31
Filed2026-04-09
PLD
-10.80%PROLOGIS INC.
Shares925
Event2026-03-31
Filed2026-04-09
MET
0.00%METLIFE INC
Shares1.7K
Event2026-03-31
Filed2026-04-09
AMP
66.67%AMERIPRISE FINL INC
Shares265
Event2026-03-31
Filed2026-04-09
OXY
22.36%OCCIDENTAL PETE CORP
Shares1.8K
Event2026-03-31
Filed2026-04-09
USB
0.00%US BANCORP
Shares2.2K
Event2026-03-31
Filed2026-04-09
BP
0.00%BP PLC
Shares2.5K
Event2026-03-31
Filed2026-04-09
OMC
0.00%OMNICOM GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-04-09
TD
0.00%TORONTO DOMINION BK ONT
Shares1.2K
Event2026-03-31
Filed2026-04-09
BIV
NewVANGUARD BD INDEX FDS
Shares1.4K
Event2026-03-31
Filed2026-04-09
ISCG
0.00%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-04-09
IVE
-41.28%ISHARES TR
Shares495
Event2026-03-31
Filed2026-04-09
SCHC
NewSCHWAB STRATEGIC TR
Shares2.2K
Event2026-03-31
Filed2026-04-09
IWB
0.00%ISHARES TR
Shares291
Event2026-03-31
Filed2026-04-09
CRM
0.00%SALESFORCE INC
Shares550
Event2026-03-31
Filed2026-04-09
IWD
0.00%ISHARES TR
Shares462
Event2026-03-31
Filed2026-04-09
NFG
NewNATIONAL FUEL GAS CO
Shares995
Event2026-03-31
Filed2026-04-09
AMT
-4.10%AMERICAN TOWER CORP
Shares538
Event2026-03-31
Filed2026-04-09
IEI
882.28%ISHARES TR
Shares776
Event2026-03-31
Filed2026-04-09
BNS
0.00%BANK NOVA SCOTIA B C
Shares1.3K
Event2026-03-31
Filed2026-04-09
WBD
0.00%WARNER BROS DISCOVERY INC
Shares3.3K
Event2026-03-31
Filed2026-04-09
KMI
33.00%KINDER MORGAN INC DEL
Shares2.7K
Event2026-03-31
Filed2026-04-09
STANLEY BLACK & DECKER INC
0.00%STANLEY BLACK & DECKER INC
Shares1.2K
Event2026-03-31
Filed2026-04-09
MEDTRONIC PLC
-1.27%MEDTRONIC PLC
Shares1.0K
Event2026-03-31
Filed2026-04-09
FISI
0.00%FINANCIAL INSTITUTIONS INC
Shares2.7K
Event2026-03-31
Filed2026-04-09
RF
NewREGIONS FINANCIAL CORP NEW
Shares3.3K
Event2026-03-31
Filed2026-04-09
PLOW
0.00%DOUGLAS DYNAMICS INC
Shares2.0K
Event2026-03-31
Filed2026-04-09
VHT
NewVANGUARD WORLD FD
Shares308
Event2026-03-31
Filed2026-04-09
GSLC
0.00%GOLDMAN SACHS ETF TR
Shares659
Event2026-03-31
Filed2026-04-09
DOC
0.00%HEALTHPEAK PROPERTIES INC
Shares5.0K
Event2026-03-31
Filed2026-04-09
VMC
0.00%VULCAN MATLS CO
Shares300
Event2026-03-31
Filed2026-04-09
HEDJ
0.00%WISDOMTREE TR
Shares1.6K
Event2026-03-31
Filed2026-04-09
CIEN
0.00%CIENA CORP
Shares209
Event2026-03-31
Filed2026-04-09
IUSB
-30.15%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-04-09
AFL
NewAFLAC INC
Shares726
Event2026-03-31
Filed2026-04-09
IGSB
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-09
NUE
0.00%NUCOR CORP
Shares450
Event2026-03-31
Filed2026-04-09
MBB
-13.11%ISHARES TR
Shares795
Event2026-03-31
Filed2026-04-09
IHDG
0.00%WISDOMTREE TR
Shares1.6K
Event2026-03-31
Filed2026-04-09
CEG
0.00%CONSTELLATION ENERGY CORP
Shares267
Event2026-03-31
Filed2026-04-09
GRC
0.00%GORMAN RUPP CO
Shares1.2K
Event2026-03-31
Filed2026-04-09
SPMD
47.71%SPDR SERIES TRUST
Shares1.3K
Event2026-03-31
Filed2026-04-09
AVB
0.00%AVALONBAY CMNTYS INC
Shares450
Event2026-03-31
Filed2026-04-09
PLTR
0.00%PALANTIR TECHNOLOGIES INC
Shares500
Event2026-03-31
Filed2026-04-09
KMX
0.00%CARMAX INC
Shares1.8K
Event2026-03-31
Filed2026-04-09
LNN
0.00%LINDSAY CORP
Shares600
Event2026-03-31
Filed2026-04-09
ASTE
0.00%ASTEC INDS INC
Shares1.3K
Event2026-03-31
Filed2026-04-09
A
-5.11%AGILENT TECHNOLOGIES INC
Shares613
Event2026-03-31
Filed2026-04-09
CL
0.00%COLGATE PALMOLIVE CO
Shares800
Event2026-03-31
Filed2026-04-09
SIGI
-28.50%SELECTIVE INS GROUP INC
Shares898
Event2026-03-31
Filed2026-04-09
AEE
0.00%AMEREN CORP
Shares600
Event2026-03-31
Filed2026-04-09
SLYV
NewSPDR SERIES TRUST
Shares694
Event2026-03-31
Filed2026-04-09
DYNF
-15.00%BLACKROCK ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-04-09
SPG
52.89%SIMON PPTY GROUP INC NEW
Shares344
Event2026-03-31
Filed2026-04-09
MDYV
18550.00%SPDR SERIES TRUST
Shares746
Event2026-03-31
Filed2026-04-09
UPS
0.00%UNITED PARCEL SVCS INC
Shares641
Event2026-03-31
Filed2026-04-09
USRT
NewISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-09
V
-10.87%VISA INC
Shares205
Event2026-03-31
Filed2026-04-09
CB
-2.58%CHUBB LTD SWITZ
Shares189
Event2026-03-31
Filed2026-04-09
HDV
0.00%ISHARES TR
Shares450
Event2026-03-31
Filed2026-04-09
VCSH
NewVANGUARD SCOTTSDALE FDS
Shares764
Event2026-03-31
Filed2026-04-09
BSV
224.05%VANGUARD BD INDEX FDS
Shares768
Event2026-03-31
Filed2026-04-09
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares1.1K
Event2026-03-31
Filed2026-04-09
VONG
0.00%VANGUARD SCOTTSDALE FDS
Shares542
Event2026-03-31
Filed2026-04-09
GEHC
3.63%GE HEALTHCARE TECHNOLOGIES I
Shares828
Event2026-03-31
Filed2026-04-09
DRI
0.00%DARDEN RESTAURANTS INC
Shares299
Event2026-03-31
Filed2026-04-09
PFG
0.00%PRINCIPAL FINANCIAL GROUP IN
Shares650
Event2026-03-31
Filed2026-04-09
CHD
0.00%CHURCH & DWIGHT CO INC
Shares623
Event2026-03-31
Filed2026-04-09
POR
0.00%PORTLAND GEN ELEC CO
Shares1.1K
Event2026-03-31
Filed2026-04-09
SOLSTICE ADVANCED MATLS INC
NewSOLSTICE ADVANCED MATLS INC
Shares729
Event2026-03-31
Filed2026-04-09
SO
0.00%SOUTHERN CO
Shares555
Event2026-03-31
Filed2026-04-09
BHB
0.00%BAR HBR BANKSHARES
Shares1.6K
Event2026-03-31
Filed2026-04-09
SPYI
0.00%NEOS ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-04-09
FLS
0.00%FLOWSERVE CORP
Shares700
Event2026-03-31
Filed2026-04-09
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares118
Event2026-03-31
Filed2026-04-09
SBUX
126.29%STARBUCKS CORP
Shares568
Event2026-03-31
Filed2026-04-09
CAH
-35.16%CARDINAL HEALTH INC
Shares236
Event2026-03-31
Filed2026-04-09
IXUS
0.00%ISHARES TR
Shares573
Event2026-03-31
Filed2026-04-09
SPGI
-71.18%S&P GLOBAL INC
Shares115
Event2026-03-31
Filed2026-04-09
EHC
0.00%ENCOMPASS HEALTH CORP
Shares500
Event2026-03-31
Filed2026-04-09
EFV
-16.99%ISHARES TR
Shares650
Event2026-03-31
Filed2026-04-09
OGE
0.00%OGE ENERGY CORP
Shares1.0K
Event2026-03-31
Filed2026-04-09
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares235
Event2026-03-31
Filed2026-04-09
INVESCO EXCHANGE TRADED FD T
46.15%INVESCO EXCHANGE TRADED FD T
Shares247
Event2026-03-31
Filed2026-04-09
ECG
-20.00%EVERUS CONSTR GROUP
Shares400
Event2026-03-31
Filed2026-04-09
DGRO
0.00%ISHARES TR
Shares668
Event2026-03-31
Filed2026-04-09
SCHE
0.00%SCHWAB STRATEGIC TR
Shares1.4K
Event2026-03-31
Filed2026-04-09
ANGL
0.00%VANECK ETF TRUST
Shares1.6K
Event2026-03-31
Filed2026-04-09
DHS
0.00%WISDOMTREE TR
Shares395
Event2026-03-31
Filed2026-04-09
CAG
0.00%CONAGRA BRANDS INC
Shares2.7K
Event2026-03-31
Filed2026-04-09
GSIE
0.00%GOLDMAN SACHS ETF TR
Shares978
Event2026-03-31
Filed2026-04-09
KNF
0.00%KNIFE RIVER CORP
Shares513
Event2026-03-31
Filed2026-04-09
BBY
0.00%BEST BUY INC
Shares650
Event2026-03-31
Filed2026-04-09
O
NewREALTY INCOME CORP
Shares680
Event2026-03-31
Filed2026-04-09
CTSH
-75.34%COGNIZANT TECHNOLOGY SOLUTIO
Shares671
Event2026-03-31
Filed2026-04-09
STT
0.00%STATE STR CORP
Shares325
Event2026-03-31
Filed2026-04-09
WPC
122.22%WP CAREY INC
Shares600
Event2026-03-31
Filed2026-04-09
MMC
-29.97%MARSH & MCLENNAN COS INC
Shares229
Event2026-03-31
Filed2026-04-09
DTD
0.00%WISDOMTREE TR
Shares453
Event2026-03-31
Filed2026-04-09
SPYG
0.00%SPDR SERIES TRUST
Shares380
Event2026-03-31
Filed2026-04-09
VOE
0.00%VANGUARD INDEX FDS
Shares200
Event2026-03-31
Filed2026-04-09
VLTO
-4.76%VERALTO CORP
Shares400
Event2026-03-31
Filed2026-04-09
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares619
Event2026-03-31
Filed2026-04-09
IBIT
NewISHARES BITCOIN TRUST ETF
Shares889
Event2026-03-31
Filed2026-04-09
RACE
NewFERRARI N V
Shares100
Event2026-03-31
Filed2026-04-09
IWN
0.00%ISHARES TR
Shares175
Event2026-03-31
Filed2026-04-09
ESG
NewFLEXSHARES TR
Shares217
Event2026-03-31
Filed2026-04-09
JCI
-28.98%JOHNSON CONTROLS INTERNATION
Shares250
Event2026-03-31
Filed2026-04-09
WPM
0.00%WHEATON PRECIOUS METALS CORP
Shares247
Event2026-03-31
Filed2026-04-09
SJM
0.00%SMUCKER J M CO
Shares335
Event2026-03-31
Filed2026-04-09
SCHA
0.00%SCHWAB STRATEGIC TR
Shares1.1K
Event2026-03-31
Filed2026-04-09
FNDF
0.00%SCHWAB STRATEGIC TR
Shares632
Event2026-03-31
Filed2026-04-09
SPYD
237.50%SPDR SERIES TRUST
Shares675
Event2026-03-31
Filed2026-04-09
EEM
0.00%ISHARES TR
Shares539
Event2026-03-31
Filed2026-04-09
KEY
0.00%KEYCORP
Shares1.5K
Event2026-03-31
Filed2026-04-09
SPYV
0.00%SPDR SERIES TRUST
Shares526
Event2026-03-31
Filed2026-04-09
OHI
NewOMEGA HEALTHCARE INVS INC
Shares660
Event2026-03-31
Filed2026-04-09
FFBC
0.00%1ST FINL BANCORP
Shares1.0K
Event2026-03-31
Filed2026-04-09
BKH
0.00%BLACK HILLS CORP
Shares400
Event2026-03-31
Filed2026-04-09
IYW
-6.75%ISHARES TR
Shares152
Event2026-03-31
Filed2026-04-09
CNA
0.00%CNA FINL CORP
Shares600
Event2026-03-31
Filed2026-04-09
WDC
-45.65%WESTERN DIGITAL CORP
Shares100
Event2026-03-31
Filed2026-04-09
ESGE
-40.46%ISHARES INC
Shares590
Event2026-03-31
Filed2026-04-09
NHI
NewNATIONAL HEALTH INVS INC
Shares330
Event2026-03-31
Filed2026-04-09
FE
-8.01%FIRSTENERGY CORP
Shares517
Event2026-03-31
Filed2026-04-09
XLI
0.00%SELECT SECTOR SPDR TR
Shares161
Event2026-03-31
Filed2026-04-09
EVTR
0.00%MORGAN STANLEY ETF TRUST
Shares510
Event2026-03-31
Filed2026-04-09
FLOT
0.00%ISHARES TR
Shares492
Event2026-03-31
Filed2026-04-09
ITRI
0.00%ITRON INC
Shares275
Event2026-03-31
Filed2026-04-09
GNRC
0.00%GENERAC HLDGS INC
Shares125
Event2026-03-31
Filed2026-04-09
PYPL
-5.05%PAYPAL HLDGS INC
Shares526
Event2026-03-31
Filed2026-04-09
SCHH
0.00%SCHWAB STRATEGIC TR
Shares1.1K
Event2026-03-31
Filed2026-04-09
WAB
-30.15%WABTEC
Shares95
Event2026-03-31
Filed2026-04-09
PAAS
0.00%PAN AMERN SILVER CORP
Shares432
Event2026-03-31
Filed2026-04-09
ARCC
182.79%ARES CAPITAL CORP
Shares1.3K
Event2026-03-31
Filed2026-04-09
FHLC
NewFIDELITY COVINGTON TRUST
Shares330
Event2026-03-31
Filed2026-04-09
MGK
NewVANGUARD WORLD FD
Shares63
Event2026-03-31
Filed2026-04-09
RWJ
0.00%INVESCO EXCH TRADED FD TR II
Shares456
Event2026-03-31
Filed2026-04-09
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares107
Event2026-03-31
Filed2026-04-09
ICF
0.00%ISHARES TR
Shares359
Event2026-03-31
Filed2026-04-09
SPEM
NewSPDR INDEX SHS FDS
Shares469
Event2026-03-31
Filed2026-04-09
BA
0.00%BOEING CO
Shares110
Event2026-03-31
Filed2026-04-09
OCFC
0.00%OCEANFIRST FINL CORP
Shares1.2K
Event2026-03-31
Filed2026-04-09
VGLT
NewVANGUARD SCOTTSDALE FDS
Shares391
Event2026-03-31
Filed2026-04-09
LULU
0.00%LULULEMON ATHLETICA INC
Shares140
Event2026-03-31
Filed2026-04-09
VBK
-49.64%VANGUARD INDEX FDS
Shares70
Event2026-03-31
Filed2026-04-09
SNDK
-45.90%SANDISK CORP
Shares33
Event2026-03-31
Filed2026-04-09
SCZ
0.00%ISHARES TR
Shares261
Event2026-03-31
Filed2026-04-09
AGG
0.00%ISHARES TR
Shares204
Event2026-03-31
Filed2026-04-09
KIM
0.00%KIMCO REALTY CORP
Shares900
Event2026-03-31
Filed2026-04-09
AMAT
0.00%APPLIED MATLS INC
Shares59
Event2026-03-31
Filed2026-04-09
CITIGROUP INC
0.00%CITIGROUP INC
Shares177
Event2026-03-31
Filed2026-04-09
EFG
-13.59%ISHARES TR
Shares178
Event2026-03-31
Filed2026-04-09
MU
0.00%MICRON TECHNOLOGY INC
Shares58
Event2026-03-31
Filed2026-04-09
BE
NewBLOOM ENERGY CORP
Shares143
Event2026-03-31
Filed2026-04-09
ANNALY CAPITAL MANAGEMENT IN
0.00%ANNALY CAPITAL MANAGEMENT IN
Shares911
Event2026-03-31
Filed2026-04-09
NYT
0.00%NEW YORK TIMES CO MTN BE
Shares225
Event2026-03-31
Filed2026-04-09
TSN
0.00%TYSON FOODS INC
Shares293
Event2026-03-31
Filed2026-04-09
KHC
-0.96%KRAFT HEINZ CO
Shares827
Event2026-03-31
Filed2026-04-09
GHM
0.00%GRAHAM CORP
Shares235
Event2026-03-31
Filed2026-04-09
VLUE
0.00%ISHARES TR
Shares128
Event2026-03-31
Filed2026-04-09
BTI
208.00%BRITISH AMERN TOB PLC
Shares308
Event2026-03-31
Filed2026-04-09
LVS
NewLAS VEGAS SANDS CORP
Shares330
Event2026-03-31
Filed2026-04-09
JCPB
0.00%J P MORGAN EXCHANGE TRADED F
Shares355
Event2026-03-31
Filed2026-04-09
HAL
0.00%HALLIBURTON CO
Shares428
Event2026-03-31
Filed2026-04-09
NJR
0.00%NEW JERSEY RES CORP
Shares300
Event2026-03-31
Filed2026-04-09
RDVY
185.71%FIRST TR EXCHANGE TRADED FD
Shares240
Event2026-03-31
Filed2026-04-09
FNV
0.00%FRANCO NEV CORP
Shares65
Event2026-03-31
Filed2026-04-09
XYL
-20.36%XYLEM INC
Shares133
Event2026-03-31
Filed2026-04-09
DOV
-50.66%DOVER CORP
Shares75
Event2026-03-31
Filed2026-04-09
IUSG
NewISHARES TR
Shares100
Event2026-03-31
Filed2026-04-09
CR
0.00%CRANE COMPANY
Shares90
Event2026-03-31
Filed2026-04-09
INTU
-16.67%INTUIT
Shares35
Event2026-03-31
Filed2026-04-09
AIG
0.00%AMERICAN INTL GROUP INC
Shares195
Event2026-03-31
Filed2026-04-09
APH
-30.12%AMPHENOL CORP
Shares116
Event2026-03-31
Filed2026-04-09
SCHD
0.00%SCHWAB STRATEGIC TR
Shares474
Event2026-03-31
Filed2026-04-09
IDA
-33.33%IDACORP INC
Shares100
Event2026-03-31
Filed2026-04-09
NNN
NewNNN REIT INC
Shares340
Event2026-03-31
Filed2026-04-09
VNT
0.00%VONTIER CORPORATION
Shares400
Event2026-03-31
Filed2026-04-09
TIP
0.00%ISHARES TR
Shares128
Event2026-03-31
Filed2026-04-09
WHR
0.00%WHIRLPOOL CORP
Shares259
Event2026-03-31
Filed2026-04-09
THC
0.00%TENET HEALTHCARE CORP
Shares73
Event2026-03-31
Filed2026-04-09
HPE
0.00%HEWLETT PACKARD ENTERPRISE C
Shares578
Event2026-03-31
Filed2026-04-09
IYH
NewISHARES TR
Shares220
Event2026-03-31
Filed2026-04-09
EMB
-19.32%ISHARES TR
Shares142
Event2026-03-31
Filed2026-04-09
OTIS
0.00%OTIS WORLDWIDE CORP
Shares167
Event2026-03-31
Filed2026-04-09
SPSM
NewSPDR SERIES TRUST
Shares266
Event2026-03-31
Filed2026-04-09
EQT CORP
0.00%EQT CORP
Shares200
Event2026-03-31
Filed2026-04-09
AZTA
0.00%AZENTA INC
Shares600
Event2026-03-31
Filed2026-04-09
SMH
0.00%VANECK ETF TRUST
Shares33
Event2026-03-31
Filed2026-04-09
SOLV
27.89%SOLVENTUM CORP
Shares188
Event2026-03-31
Filed2026-04-09
HYG
0.00%ISHARES TR
Shares153
Event2026-03-31
Filed2026-04-09
XLY
0.00%SELECT SECTOR SPDR TR
Shares111
Event2026-03-31
Filed2026-04-09
ALL
0.00%ALLSTATE CORP
Shares57
Event2026-03-31
Filed2026-04-09
IVOL
-44.25%KRANESHARES TRUST
Shares630
Event2026-03-31
Filed2026-04-09
IJJ
0.00%ISHARES TR
Shares88
Event2026-03-31
Filed2026-04-09
SKT
NewTANGER INC
Shares340
Event2026-03-31
Filed2026-04-09
HP INC
0.00%HP INC
Shares595
Event2026-03-31
Filed2026-04-09
SNOW
-25.00%SNOWFLAKE INC
Shares75
Event2026-03-31
Filed2026-04-09
XLU
0.00%SELECT SECTOR SPDR TR
Shares246
Event2026-03-31
Filed2026-04-09
LW
0.00%LAMB WESTON HLDGS INC
Shares266
Event2026-03-31
Filed2026-04-09
AIQ
0.00%GLOBAL X FDS
Shares229
Event2026-03-31
Filed2026-04-09
SSNC
0.00%SS&C TECH HLDGS
Shares155
Event2026-03-31
Filed2026-04-09
VGT
0.00%VANGUARD WORLD FD
Shares15
Event2026-03-31
Filed2026-04-09
XLF
-56.04%SELECT SECTOR SPDR TR
Shares211
Event2026-03-31
Filed2026-04-09
TKO
0.00%TKO GROUP HOLDINGS INC
Shares51
Event2026-03-31
Filed2026-04-09
HBAN
12.91%HUNTINGTON BANCSHARES INC
Shares647
Event2026-03-31
Filed2026-04-09
OXY.WS
0.00%OCCIDENTAL PETE CORP
Shares234
Event2026-03-31
Filed2026-04-09
CTLP
0.00%CANTALOUPE INC
Shares905
Event2026-03-31
Filed2026-04-09
NFLX
0.00%NETFLIX INC.
Shares100
Event2026-03-31
Filed2026-04-09
EMN
0.00%EASTMAN CHEM CO
Shares125
Event2026-03-31
Filed2026-04-09
CHIMERA INVT CORP
0.00%CHIMERA INVT CORP
Shares746
Event2026-03-31
Filed2026-04-09
EMXC
3.57%ISHARES INC
Shares116
Event2026-03-31
Filed2026-04-09
XLV
0.00%SELECT SECTOR SPDR TR
Shares62
Event2026-03-31
Filed2026-04-09
HACK
0.00%AMPLIFY ETF TR
Shares121
Event2026-03-31
Filed2026-04-09
ARM
0.00%ARM HOLDINGS PLC
Shares60
Event2026-03-31
Filed2026-04-09
THE CIGNA GROUP
-61.80%THE CIGNA GROUP
Shares34
Event2026-03-31
Filed2026-04-09
QYLD
0.00%GLOBAL X FDS
Shares524
Event2026-03-31
Filed2026-04-09
JQC
0.00%NUVEEN CR STRATEGIES INCOME
Shares1.8K
Event2026-03-31
Filed2026-04-09
PCN
0.00%PIMCO CORPORATE & INCM STRG
Shares729
Event2026-03-31
Filed2026-04-09
CLSK
0.00%CLEANSPARK INC
Shares1.0K
Event2026-03-31
Filed2026-04-09
USHY
0.00%ISHARES TR
Shares223
Event2026-03-31
Filed2026-04-09
MARA
0.00%MARA HOLDINGS INC
Shares1.0K
Event2026-03-31
Filed2026-04-09
KD
0.00%KYNDRYL HLDGS INC
Shares599
Event2026-03-31
Filed2026-04-09
PPL
0.00%PPL CORP
Shares200
Event2026-03-31
Filed2026-04-09
VERSANT MEDIA GROUP INC
NewVERSANT MEDIA GROUP INC
Shares202
Event2026-03-31
Filed2026-04-09
TLT
0.00%ISHARES TR
Shares85
Event2026-03-31
Filed2026-04-09
SCHP
-4.84%SCHWAB STRATEGIC TR
Shares275
Event2026-03-31
Filed2026-04-09
BRO
0.00%BROWN & BROWN INC
Shares111
Event2026-03-31
Filed2026-04-09
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC
Shares80
Event2026-03-31
Filed2026-04-09
PRU
0.00%PRUDENTIAL FINL INC
Shares73
Event2026-03-31
Filed2026-04-09
GRAYSCALE BITCOIN MINI TR ET
-16.18%GRAYSCALE BITCOIN MINI TR ET
Shares228
Event2026-03-31
Filed2026-04-09
HP
0.00%HELMERICH & PAYNE INC
Shares179
Event2026-03-31
Filed2026-04-09
CROWN CASTLE INC
-15.56%CROWN CASTLE INC
Shares76
Event2026-03-31
Filed2026-04-09
SCHX
0.00%SCHWAB STRATEGIC TR
Shares237
Event2026-03-31
Filed2026-04-09
BAB
0.00%INVESCO EXCH TRADED FD TR II
Shares221
Event2026-03-31
Filed2026-04-09
BEN
0.00%FRANKLIN RESOURCES INC
Shares250
Event2026-03-31
Filed2026-04-09
ADI
-75.34%ANALOG DEVICES INC
Shares18
Event2026-03-31
Filed2026-04-09
BN
NewBROOKFIELD CORP
Shares139
Event2026-03-31
Filed2026-04-09
BAX
NewBAXTER INTL INC
Shares330
Event2026-03-31
Filed2026-04-09
GSK PLC
0.00%GSK PLC
Shares100
Event2026-03-31
Filed2026-04-09
QNITY ELECTRONICS INC
NewQNITY ELECTRONICS INC
Shares47
Event2026-03-31
Filed2026-04-09
CC
0.00%CHEMOURS CO
Shares244
Event2026-03-31
Filed2026-04-09
SWKS
0.00%SKYWORKS SOLUTIONS INC
Shares100
Event2026-03-31
Filed2026-04-09
PCG
0.00%PG&E CORP
Shares300
Event2026-03-31
Filed2026-04-09
VODAFONE GROUP PLC
NewVODAFONE GROUP PLC
Shares348
Event2026-03-31
Filed2026-04-09
SONY
-49.49%SONY GROUP CORP
Shares250
Event2026-03-31
Filed2026-04-09
BCE
-40.18%BCE INC
Shares204
Event2026-03-31
Filed2026-04-09
TDC
NewTERADATA CORP DEL
Shares200
Event2026-03-31
Filed2026-04-09
NXPI
0.00%NXP SEMICONDUCTORS N V
Shares25
Event2026-03-31
Filed2026-04-09
CSTM
0.00%CONSTELLIUM SE
Shares200
Event2026-03-31
Filed2026-04-09
CMG
0.00%CHIPOTLE MEXICAN GRILL INC
Shares150
Event2026-03-31
Filed2026-04-09
JAZZ
0.00%JAZZ PHARMACEUTICALS PLC
Shares25
Event2026-03-31
Filed2026-04-09
TAK
NewTAKEDA PHARMACEUTICAL CO LTD
Shares245
Event2026-03-31
Filed2026-04-09
SHAK
0.00%SHAKE SHACK INC
Shares50
Event2026-03-31
Filed2026-04-09
DUPONT DE NEMOURS INC
-62.20%DUPONT DE NEMOURS INC
Shares96
Event2026-03-31
Filed2026-04-09
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