The Analysis of Transamerica Financial Advisors, LLC's Holdings & P&L


Currently, Transamerica Financial Advisors, LLC holds 1940 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in PXI (+259.4K shares, valued at $15.4M), IBKR (+106.9K shares, valued at $7.2M), TPR (+45.2K shares, valued at $6.4M); decreased their positions in PFI (-242.6K shares, valued at $12.9M), TT (-19.7K shares, valued at $8.2M), RCL (-23.8K shares, valued at $6.6M); initiated new positions in FBT (+7.3K shares, valued at $1.5M), N/A (+22.6K shares, valued at $1.2M), EFG (+7.7K shares, valued at $861.7K).


1M P&L
-6.8M-0.58%
3M P&L
+9.5M+0.82%
HY P&L
-26.1M-2.19%

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/A597.1M
55.4%
2Semiconductors33.6M
3.1%
3Software - Infrastructure24.9M
2.3%

Top Industries by Stock Count

1N/A367 stocks
20.3%
2Software - Application72 stocks
4.0%
3Biotechnology48 stocks
2.7%
Stock Holdings
VV
VANGUARD INDEX FDS
-7.35%
Shares216.6K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
-10.31%
Shares54.7K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD BD INDEX FDS
-6.54%
Shares381.0K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
0.86%
Shares156.9K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
-3.03%
Shares355.5K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
-8.83%
Shares67.4K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
-3.13%
Shares21.8K
Event2026-03-31
Filed2026-05-15
SCHX
SCHWAB STRATEGIC TR
-10.19%
Shares730.6K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
-2.23%
Shares59.7K
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
12.41%
Shares69.8K
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
-9.23%
Shares132.1K
Event2026-03-31
Filed2026-05-15
QQQM
INVESCO EXCH TRADED FD TR II
-10.58%
Shares66.1K
Event2026-03-31
Filed2026-05-15
PXI
INVESCO EXCHANGE TRADED FD T
81578.93%
Shares259.7K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
-5.29%
Shares109.3K
Event2026-03-31
Filed2026-05-15
PRN
INVESCO EXCHANGE TRADED FD T
-30.67%
Shares70.6K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
13.88%
Shares103.2K
Event2026-03-31
Filed2026-05-15
PTF
INVESCO EXCHANGE TRADED FD T
-19.08%
Shares157.2K
Event2026-03-31
Filed2026-05-15
XSOE
WISDOMTREE TR
-8.72%
Shares329.8K
Event2026-03-31
Filed2026-05-15
PYZ
INVESCO EXCHANGE TRADED FD T
-7.20%
Shares109.9K
Event2026-03-31
Filed2026-05-15
HWM
HOWMET AEROSPACE INC
78.38%
Shares55.0K
Event2026-03-31
Filed2026-05-15
FIX
COMFORT SYS USA INC
-5.36%
Shares8.8K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
1.51%
Shares41.1K
Event2026-03-31
Filed2026-05-15
IVV
ISHARES TR
5.72%
Shares17.9K
Event2026-03-31
Filed2026-05-15
IEF
ISHARES TR
-0.99%
Shares117.0K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
5.13%
Shares29.6K
Event2026-03-31
Filed2026-05-15
EME
EMCOR GROUP INC
-3.52%
Shares14.5K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
3.70%
Shares67.2K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
7.51%
Shares44.4K
Event2026-03-31
Filed2026-05-15
XLRE
SELECT SECTOR SPDR TR
-7.30%
Shares225.6K
Event2026-03-31
Filed2026-05-15
BNDX
VANGUARD CHARLOTTE FDS
1.62%
Shares190.0K
Event2026-03-31
Filed2026-05-15
CRS
CARPENTER TECHNOLOGY CORP
-5.43%
Shares23.1K
Event2026-03-31
Filed2026-05-15
FTI
TECHNIPFMC PLC
5.16%
Shares130.0K
Event2026-03-31
Filed2026-05-15
SPYM
SPDR SERIES TRUST
-9.80%
Shares104.3K
Event2026-03-31
Filed2026-05-15
GLDM
WORLD GOLD TR
-1.57%
Shares84.8K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
4.34%
Shares13.4K
Event2026-03-31
Filed2026-05-15
NEM
NEWMONT CORP
-7.01%
Shares70.9K
Event2026-03-31
Filed2026-05-15
SCHC
SCHWAB STRATEGIC TR
-7.08%
Shares162.3K
Event2026-03-31
Filed2026-05-15
SCHP
SCHWAB STRATEGIC TR
-6.46%
Shares280.4K
Event2026-03-31
Filed2026-05-15
IBKR
INTERACTIVE BROKERS GROUP IN
9456.02%
Shares108.0K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-6.49%
Shares58.3K
Event2026-03-31
Filed2026-05-15
SPTI
SPDR SERIES TRUST
98.98%
Shares247.9K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
-3.30%
Shares43.1K
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
-4.32%
Shares86.4K
Event2026-03-31
Filed2026-05-15
VOT
VANGUARD INDEX FDS
-10.79%
Shares26.0K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
5.98%
Shares6.7K
Event2026-03-31
Filed2026-05-15
ENSG
ENSIGN GROUP INC
4.58%
Shares33.0K
Event2026-03-31
Filed2026-05-15
TPR
TAPESTRY INC
4854.94%
Shares46.2K
Event2026-03-31
Filed2026-05-15
CAH
CARDINAL HEALTH INC
1558.74%
Shares30.5K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
-6.74%
Shares16.8K
Event2026-03-31
Filed2026-05-15
CNX
CNX RES CORP
4.67%
Shares155.6K
Event2026-03-31
Filed2026-05-15
VCSH
VANGUARD SCOTTSDALE FDS
-6.50%
Shares74.9K
Event2026-03-31
Filed2026-05-15
SGI
SOMNIGROUP INTERNATIONAL INC
-6.37%
Shares78.3K
Event2026-03-31
Filed2026-05-15
TOTL
SSGA ACTIVE ETF TR
29.62%
Shares141.7K
Event2026-03-31
Filed2026-05-15
ELAN
ELANCO ANIMAL HEALTH INC
2341570.00%
Shares234.2K
Event2026-03-31
Filed2026-05-15
V
VISA INC
-0.25%
Shares18.5K
Event2026-03-31
Filed2026-05-15
THC
TENET HEALTHCARE CORP
4.69%
Shares29.0K
Event2026-03-31
Filed2026-05-15
MEDP
MEDPACE HLDGS INC
-6.16%
Shares11.1K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
-36.57%
Shares6.1K
Event2026-03-31
Filed2026-05-15
WELL
WELLTOWER INC
-3.00%
Shares25.6K
Event2026-03-31
Filed2026-05-15
EWX
SPDR INDEX SHS FDS
-9.08%
Shares76.3K
Event2026-03-31
Filed2026-05-15
WMB
WILLIAMS COS INC
-6.51%
Shares66.1K
Event2026-03-31
Filed2026-05-15
ISRG
INTUITIVE SURGICAL INC
-5.29%
Shares10.1K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
292.93%
Shares5.1K
Event2026-03-31
Filed2026-05-15
PH
PARKER-HANNIFIN CORP
-22.34%
Shares5.1K
Event2026-03-31
Filed2026-05-15
ECL
ECOLAB INC
-5.86%
Shares17.1K
Event2026-03-31
Filed2026-05-15
FALN
ISHARES TR
-6.56%
Shares160.7K
Event2026-03-31
Filed2026-05-15
ORLY
OREILLY AUTOMOTIVE INC
-3.87%
Shares46.3K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
12.08%
Shares29.0K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
-3.59%
Shares8.6K
Event2026-03-31
Filed2026-05-15
JMBS
JANUS DETROIT STR TR
-4.21%
Shares92.7K
Event2026-03-31
Filed2026-05-15
HLT
HILTON WORLDWIDE HLDGS INC
21734.92%
Shares13.8K
Event2026-03-31
Filed2026-05-15
TKO
TKO GROUP HOLDINGS INC
-5.64%
Shares20.2K
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
1169.01%
Shares3.1K
Event2026-03-31
Filed2026-05-15
XLC
SELECT SECTOR SPDR TR
-11.49%
Shares36.6K
Event2026-03-31
Filed2026-05-15
EVR
EVERCORE INC
-6.06%
Shares13.6K
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
-11.21%
Shares12.5K
Event2026-03-31
Filed2026-05-15
VWOB
VANGUARD WHITEHALL FDS
-6.27%
Shares57.4K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
-2.80%
Shares31.4K
Event2026-03-31
Filed2026-05-15
LQD
ISHARES TR
8.08%
Shares34.0K
Event2026-03-31
Filed2026-05-15
EFAV
ISHARES TR
20.85%
Shares40.3K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
-40.84%
Shares74.4K
Event2026-03-31
Filed2026-05-15
MLM
MARTIN MARIETTA MATLS INC
-5.19%
Shares6.2K
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
-10.84%
Shares45.2K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
-6.11%
Shares50.2K
Event2026-03-31
Filed2026-05-15
IXUS
ISHARES TR
-9.58%
Shares40.4K
Event2026-03-31
Filed2026-05-15
CGMU
CAPITAL GRP FIXED INCM ETF T
122.24%
Shares129.0K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
-5.02%
Shares16.3K
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
-5.53%
Shares57.1K
Event2026-03-31
Filed2026-05-15
TIP
ISHARES TR
-2.41%
Shares31.5K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
4.12%
Shares8.1K
Event2026-03-31
Filed2026-05-15
CWB
SPDR SERIES TRUST
21.02%
Shares37.8K
Event2026-03-31
Filed2026-05-15
TLT
ISHARES TR
-4.80%
Shares39.4K
Event2026-03-31
Filed2026-05-15
MCO
MOODYS CORP
-5.14%
Shares7.6K
Event2026-03-31
Filed2026-05-15
BSX
BOSTON SCIENTIFIC CORP
-3.83%
Shares52.8K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
-3.44%
Shares30.0K
Event2026-03-31
Filed2026-05-15
JSI
JANUS DETROIT STR TR
-2.52%
Shares60.1K
Event2026-03-31
Filed2026-05-15
ALNY
ALNYLAM PHARMACEUTICALS INC
8.10%
Shares9.3K
Event2026-03-31
Filed2026-05-15
DT
DYNATRACE INC
-5.51%
Shares82.8K
Event2026-03-31
Filed2026-05-15
SGOV
ISHARES TR
9.01%
Shares28.2K
Event2026-03-31
Filed2026-05-15
VGSH
VANGUARD SCOTTSDALE FDS
-4.18%
Shares48.2K
Event2026-03-31
Filed2026-05-15
SHY
ISHARES TR
915.69%
Shares33.6K
Event2026-03-31
Filed2026-05-15
FLOT
ISHARES TR
-5.66%
Shares53.4K
Event2026-03-31
Filed2026-05-15
CGHM
CAPITAL GRP FIXED INCM ETF T
122.91%
Shares106.7K
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
86.10%
Shares6.2K
Event2026-03-31
Filed2026-05-15
IDXX
IDEXX LABS INC
-6.37%
Shares4.8K
Event2026-03-31
Filed2026-05-15
PULS
PGIM ETF TR
0.58%
Shares53.1K
Event2026-03-31
Filed2026-05-15
TUG
LISTED FDS TR
22.96%
Shares70.3K
Event2026-03-31
Filed2026-05-15
KBWB
INVESCO EXCH TRADED FD TR II
-12.03%
Shares32.9K
Event2026-03-31
Filed2026-05-15
USFR
WISDOMTREE TR
0.32%
Shares51.6K
Event2026-03-31
Filed2026-05-15
VNQI
VANGUARD INTL EQUITY INDEX F
-6.79%
Shares58.4K
Event2026-03-31
Filed2026-05-15
HYG
ISHARES TR
-2.37%
Shares32.4K
Event2026-03-31
Filed2026-05-15
MDB
MONGODB INC
1110.78%
Shares9.9K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
-1.14%
Shares14.1K
Event2026-03-31
Filed2026-05-15
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-30.36%
Shares32.5K
Event2026-03-31
Filed2026-05-15
AGG
ISHARES TR
-2.96%
Shares23.9K
Event2026-03-31
Filed2026-05-15
UYLD
ANGEL OAK FUNDS TRUST
-4.93%
Shares46.4K
Event2026-03-31
Filed2026-05-15
BDYN
BLACKROCK ETF TRUST
23.11%
Shares96.3K
Event2026-03-31
Filed2026-05-15
XLU
SELECT SECTOR SPDR TR
19.52%
Shares50.7K
Event2026-03-31
Filed2026-05-15
CGSM
CAPITAL GRP FIXED INCM ETF T
116.83%
Shares87.3K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
13.92%
Shares7.8K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
95.36%
Shares11.6K
Event2026-03-31
Filed2026-05-15
SPTL
SPDR SERIES TRUST
-4.02%
Shares84.7K
Event2026-03-31
Filed2026-05-15
EWJ
ISHARES INC
-6.14%
Shares25.7K
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
-1.13%
Shares10.1K
Event2026-03-31
Filed2026-05-15
SIVR
ABRDN SILVER ETF TRUST
0.62%
Shares29.4K
Event2026-03-31
Filed2026-05-15
FXF
INVESCO CURRENCYSHARES SWISS
0.65%
Shares18.9K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
7.40%
Shares10.0K
Event2026-03-31
Filed2026-05-15
CARY
ANGEL OAK FUNDS TRUST
-7.06%
Shares99.1K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
15.77%
Shares16.9K
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
-10.56%
Shares8.2K
Event2026-03-31
Filed2026-05-15
IUSB
ISHARES TR
31.12%
Shares42.9K
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
2.95%
Shares14.9K
Event2026-03-31
Filed2026-05-15
FJP
FIRST TR EXCH TRD ALPHDX FD
-11.14%
Shares26.8K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
14.48%
Shares17.1K
Event2026-03-31
Filed2026-05-15
PAVE
GLOBAL X FDS
-9.24%
Shares37.6K
Event2026-03-31
Filed2026-05-15
XLI
SELECT SECTOR SPDR TR
-8.39%
Shares11.4K
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES INC
0.37%
Shares12.9K
Event2026-03-31
Filed2026-05-15
USB
US BANCORP
208.23%
Shares34.1K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
3.14%
Shares25.4K
Event2026-03-31
Filed2026-05-15
CGDV
CAPITAL GROUP DIVIDEND VALUE
103.90%
Shares41.0K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
-26.40%
Shares2.5K
Event2026-03-31
Filed2026-05-15
SCHG
SCHWAB STRATEGIC TR
1.10%
Shares59.2K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
52.58%
Shares6.4K
Event2026-03-31
Filed2026-05-15
EZU
ISHARES INC
-8.41%
Shares27.4K
Event2026-03-31
Filed2026-05-15
PNC
PNC FINL SVCS GROUP INC
24.81%
Shares8.2K
Event2026-03-31
Filed2026-05-15
PDBC
INVESCO ACTVELY MNGD ETC FD
-2.72%
Shares98.6K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
32.66%
Shares5.1K
Event2026-03-31
Filed2026-05-15
DYNF
BLACKROCK ETF TRUST
-3.61%
Shares28.5K
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
61.05%
Shares12.8K
Event2026-03-31
Filed2026-05-15
BINC
BLACKROCK ETF TRUST II
34.26%
Shares30.8K
Event2026-03-31
Filed2026-05-15
CGUS
CAPITAL GROUP CORE EQUITY ET
100.48%
Shares40.7K
Event2026-03-31
Filed2026-05-15
MLPX
GLOBAL X FDS
-2.73%
Shares21.1K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
-2.13%
Shares25.7K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
-7.37%
Shares7.0K
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COMPANIES INC
11.41%
Shares5.2K
Event2026-03-31
Filed2026-05-15
BDVL
BLACKROCK ETF TRUST
14.72%
Shares60.6K
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
-1.46%
Shares7.6K
Event2026-03-31
Filed2026-05-15
FBT
FIRST TR EXCHANGE-TRADED FD
New
Shares7.3K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
14.48%
Shares18.8K
Event2026-03-31
Filed2026-05-15
SPBO
SPDR SERIES TRUST
-5.38%
Shares50.1K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
16.22%
Shares3.9K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
24.77%
Shares28.8K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
21.59%
Shares10.0K
Event2026-03-31
Filed2026-05-15
FTXL
FIRST TR EXCHANGE TRADED FD
-40.76%
Shares9.7K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
-76.84%
Shares14.5K
Event2026-03-31
Filed2026-05-15
EFV
ISHARES TR
12.74%
Shares18.7K
Event2026-03-31
Filed2026-05-15
FTXR
FIRST TR EXCHANGE TRADED FD
30826.50%
Shares36.2K
Event2026-03-31
Filed2026-05-15
UTES
ETFIS SER TR I
-8.61%
Shares17.0K
Event2026-03-31
Filed2026-05-15
CGGE
CAPITAL GROUP GLOBAL EQUITY
118.65%
Shares44.5K
Event2026-03-31
Filed2026-05-15
MISL
FIRST TR EXCHANGE-TRADED FD
-43.48%
Shares29.9K
Event2026-03-31
Filed2026-05-15
FXN
FIRST TR EXCHANGE-TRADED FD
228184.62%
Shares59.4K
Event2026-03-31
Filed2026-05-15
GDX
VANECK ETF TRUST
-42.51%
Shares14.5K
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
-18.66%
Shares9.8K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
9.58%
Shares7.8K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
2.09%
Shares16.8K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
52.01%
Shares3.8K
Event2026-03-31
Filed2026-05-15
GSUS
GOLDMAN SACHS ETF TR
79.86%
Shares14.1K
Event2026-03-31
Filed2026-05-15
BSV
VANGUARD BD INDEX FDS
119.21%
Shares16.0K
Event2026-03-31
Filed2026-05-15
MBB
ISHARES TR
27.35%
Shares13.1K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
19.14%
Shares1.3K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
78.27%
Shares4.3K
Event2026-03-31
Filed2026-05-15
XLY
SELECT SECTOR SPDR TR
11.66%
Shares11.1K
Event2026-03-31
Filed2026-05-15
CMI
CUMMINS INC
-19.20%
Shares2.2K
Event2026-03-31
Filed2026-05-15
CME
CME GROUP INC
3.66%
Shares4.1K
Event2026-03-31
Filed2026-05-15
UNP
UNION PAC CORP
3.48%
Shares4.9K
Event2026-03-31
Filed2026-05-15
JANUS DETROIT STR TR
JANUS DETROIT STR TR
New
Shares22.6K
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
64.07%
Shares13.1K
Event2026-03-31
Filed2026-05-15
EEMV
ISHARES INC
179.39%
Shares18.3K
Event2026-03-31
Filed2026-05-15
CAFX
PROFESIONALLY MANAGED PORTFO
-11.33%
Shares47.6K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
5.64%
Shares7.6K
Event2026-03-31
Filed2026-05-15
XLB
SELECT SECTOR SPDR TR
68967.65%
Shares23.5K
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC
9.25%
Shares20.3K
Event2026-03-31
Filed2026-05-15
SPSM
SPDR SERIES TRUST
-11.17%
Shares24.2K
Event2026-03-31
Filed2026-05-15
XBI
SPDR SERIES TRUST
-17.08%
Shares9.0K
Event2026-03-31
Filed2026-05-15
EUFN
ISHARES TR
-11.85%
Shares32.9K
Event2026-03-31
Filed2026-05-15
IGEB
ISHARES TR
-36.28%
Shares25.1K
Event2026-03-31
Filed2026-05-15
OMC
OMNICOM GROUP INC
11.29%
Shares15.0K
Event2026-03-31
Filed2026-05-15
EOG
EOG RES INC
-3.69%
Shares7.8K
Event2026-03-31
Filed2026-05-15
BK
BANK NEW YORK MELLON CORP
8.19%
Shares9.4K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
-6.93%
Shares3.5K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
37.65%
Shares9.5K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
-26.83%
Shares1.8K
Event2026-03-31
Filed2026-05-15
CGDG
CAPITAL GROUP DIVIDEND GROWE
106.96%
Shares29.0K
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA PROCESSING IN
50.03%
Shares5.1K
Event2026-03-31
Filed2026-05-15
TLH
ISHARES TR
6.78%
Shares10.2K
Event2026-03-31
Filed2026-05-15
ITW
ILLINOIS TOOL WKS INC
2.74%
Shares3.9K
Event2026-03-31
Filed2026-05-15
VLO
VALERO ENERGY CORP
-10.36%
Shares4.1K
Event2026-03-31
Filed2026-05-15
PFG
PRINCIPAL FINANCIAL GROUP IN
0.67%
Shares11.1K
Event2026-03-31
Filed2026-05-15
FLCH
FRANKLIN TEMPLETON ETF TR
-14.30%
Shares43.8K
Event2026-03-31
Filed2026-05-15
KR
KROGER CO
263.88%
Shares13.5K
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
4.53%
Shares8.9K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
-3.32%
Shares5.9K
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
27.48%
Shares5.0K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
303.57%
Shares2.7K
Event2026-03-31
Filed2026-05-15
XLP
SELECT SECTOR SPDR TR
-57.61%
Shares11.5K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
-83.58%
Shares1.9K
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
9.82%
Shares10.4K
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD SCOTTSDALE FDS
-3.22%
Shares11.2K
Event2026-03-31
Filed2026-05-15
THE CIGNA GROUP
THE CIGNA GROUP
41.72%
Shares3.5K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
25.70%
Shares4.1K
Event2026-03-31
Filed2026-05-15
CL
COLGATE PALMOLIVE CO
15.36%
Shares10.8K
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
29.03%
Shares8.9K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
56.56%
Shares16.6K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
8.11%
Shares2.8K
Event2026-03-31
Filed2026-05-15
EFG
ISHARES TR
New
Shares7.7K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
18.68%
Shares2.6K
Event2026-03-31
Filed2026-05-15
BBY
BEST BUY INC
25.36%
Shares13.2K
Event2026-03-31
Filed2026-05-15
SLB
SLB LIMITED
89.85%
Shares16.3K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-0.38%
Shares2.4K
Event2026-03-31
Filed2026-05-15
BAI
BLACKROCK ETF TRUST
18.65%
Shares24.4K
Event2026-03-31
Filed2026-05-15
FEX
FIRST TR EXCHANGE-TRADED ALP
-37.78%
Shares6.6K
Event2026-03-31
Filed2026-05-15
FTC
FIRST TR EXCHANGE-TRADED ALP
-33.61%
Shares5.1K
Event2026-03-31
Filed2026-05-15
DGX
QUEST DIAGNOSTICS INC
534.70%
Shares4.0K
Event2026-03-31
Filed2026-05-15
CLOA
BLACKROCK ETF TRUST II
48.77%
Shares15.1K
Event2026-03-31
Filed2026-05-15
FNX
FIRST TR EXCHANGE-TRADED ALP
9139.39%
Shares6.1K
Event2026-03-31
Filed2026-05-15
JAAA
JANUS DETROIT STR TR
-10.90%
Shares15.5K
Event2026-03-31
Filed2026-05-15
GCOR
GOLDMAN SACHS ETF TR
72.14%
Shares18.9K
Event2026-03-31
Filed2026-05-15
MTUM
ISHARES TR
14.86%
Shares3.2K
Event2026-03-31
Filed2026-05-15
LHX
L3HARRIS TECHNOLOGIES INC
-6.24%
Shares2.2K
Event2026-03-31
Filed2026-05-15
SHEL
SHELL PLC
52.77%
Shares8.2K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
8.37%
Shares11.4K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
22.57%
Shares3.1K
Event2026-03-31
Filed2026-05-15
XOP
SPDR SERIES TRUST
-16.92%
Shares4.1K
Event2026-03-31
Filed2026-05-15
IEUR
ISHARES TR
8.70%
Shares10.6K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
MEDTRONIC PLC
16.11%
Shares8.5K
Event2026-03-31
Filed2026-05-15
THRO
BLACKROCK ETF TRUST
18.56%
Shares20.3K
Event2026-03-31
Filed2026-05-15
MCHP
MICROCHIP TECHNOLOGY INC.
2497.92%
Shares11.2K
Event2026-03-31
Filed2026-05-15
SRLN
SSGA ACTIVE ETF TR
-4.74%
Shares17.9K
Event2026-03-31
Filed2026-05-15
SPDR SERIES TRUST
SPDR SERIES TRUST
-6.96%
Shares7.4K
Event2026-03-31
Filed2026-05-15
FEUZ
FIRST TR EXCH TRD ALPHDX FD
157.29%
Shares11.4K
Event2026-03-31
Filed2026-05-15
SNY
SANOFI SA
55.41%
Shares14.7K
Event2026-03-31
Filed2026-05-15
FEP
FIRST TR EXCH TRD ALPHDX FD
214.13%
Shares12.9K
Event2026-03-31
Filed2026-05-15
FENY
FIDELITY COVINGTON TRUST
213.73%
Shares20.6K
Event2026-03-31
Filed2026-05-15
EBND
SPDR SERIES TRUST
-6.23%
Shares33.7K
Event2026-03-31
Filed2026-05-15
CGGO
CAPITAL GROUP GBL GROWTH EQT
107.68%
Shares20.8K
Event2026-03-31
Filed2026-05-15
GOVT
ISHARES TR
574.74%
Shares30.1K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
28.19%
Shares2.4K
Event2026-03-31
Filed2026-05-15
FGM
FIRST TR EXCH TRD ALPHDX FD
158.75%
Shares11.4K
Event2026-03-31
Filed2026-05-15
FKU
FIRST TR EXCH TRD ALPHDX FD
159.51%
Shares13.6K
Event2026-03-31
Filed2026-05-15
FCA
FIRST TR EXCH TRD ALPHDX FD
107.97%
Shares21.7K
Event2026-03-31
Filed2026-05-15
TOTALENERGIES SE
TOTALENERGIES SE
20.54%
Shares7.3K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
LAM RESEARCH CORP
0.96%
Shares3.0K
Event2026-03-31
Filed2026-05-15
VSS
VANGUARD INTL EQUITY INDEX F
-4.84%
Shares4.4K
Event2026-03-31
Filed2026-05-15
BIV
VANGUARD BD INDEX FDS
132.02%
Shares8.3K
Event2026-03-31
Filed2026-05-15
PKG
PACKAGING CORP AMER
1.76%
Shares3.0K
Event2026-03-31
Filed2026-05-15
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares3.2K
Event2026-03-31
Filed2026-05-15
TFC
TRUIST FINL CORP
35.45%
Shares13.6K
Event2026-03-31
Filed2026-05-15
VMBS
VANGUARD SCOTTSDALE FDS
116.76%
Shares13.1K
Event2026-03-31
Filed2026-05-15
IDEF
BLACKROCK ETF TRUST
New
Shares18.8K
Event2026-03-31
Filed2026-05-15
PGR
PROGRESSIVE CORP
27.57%
Shares3.1K
Event2026-03-31
Filed2026-05-15
BLV
VANGUARD BD INDEX FDS
126.61%
Shares8.8K
Event2026-03-31
Filed2026-05-15
QLTA
ISHARES TR
-9.03%
Shares12.7K
Event2026-03-31
Filed2026-05-15
FDX
FEDEX CORP
80.49%
Shares1.7K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
39.24%
Shares12.2K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
26.81%
Shares4.6K
Event2026-03-31
Filed2026-05-15
BLCR
BLACKROCK ETF TRUST
New
Shares13.9K
Event2026-03-31
Filed2026-05-15
FLGB
FRANKLIN TEMPLETON ETF TR
2.82%
Shares16.0K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
122.54%
Shares19.6K
Event2026-03-31
Filed2026-05-15
NVS
NOVARTIS AG
59.96%
Shares3.6K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
65.25%
Shares2.1K
Event2026-03-31
Filed2026-05-15
CGMM
CAPITAL GROUP EQUITY ETF TR
103.28%
Shares18.0K
Event2026-03-31
Filed2026-05-15
CASY
CASEYS GEN STORES INC
-0.28%
Shares724
Event2026-03-31
Filed2026-05-15
NATIONAL GRID PLC
NATIONAL GRID PLC
63.96%
Shares6.2K
Event2026-03-31
Filed2026-05-15
IWB
ISHARES TR
14.26%
Shares1.5K
Event2026-03-31
Filed2026-05-15
T
AT&T INC
89.38%
Shares18.0K
Event2026-03-31
Filed2026-05-15
GSIE
GOLDMAN SACHS ETF TR
95.14%
Shares11.9K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
204.50%
Shares1.5K
Event2026-03-31
Filed2026-05-15
TMUS
T-MOBILE US INC
588.54%
Shares2.4K
Event2026-03-31
Filed2026-05-15
CGCV
CAPITAL GROUP CONSERVATIVE E
92.14%
Shares16.8K
Event2026-03-31
Filed2026-05-15
HSY
HERSHEY CO
-1.98%
Shares2.4K
Event2026-03-31
Filed2026-05-15
FN
FABRINET
6.60%
Shares921
Event2026-03-31
Filed2026-05-15
IAGG
ISHARES TR
29.15%
Shares9.5K
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP NEW
-49.73%
Shares16.5K
Event2026-03-31
Filed2026-05-15
BTI
BRITISH AMERN TOB PLC
86.36%
Shares7.9K
Event2026-03-31
Filed2026-05-15
ICVT
ISHARES TR
-11.05%
Shares4.5K
Event2026-03-31
Filed2026-05-15
FUTY
FIDELITY COVINGTON TRUST
216.17%
Shares7.7K
Event2026-03-31
Filed2026-05-15
ACGL
ARCH CAP GROUP LTD
55.34%
Shares4.8K
Event2026-03-31
Filed2026-05-15
HAL
HALLIBURTON CO
71.78%
Shares11.6K
Event2026-03-31
Filed2026-05-15
UNILEVER PLC
UNILEVER PLC
35.57%
Shares7.7K
Event2026-03-31
Filed2026-05-15
TM
TOYOTA MOTOR CORP
39.39%
Shares2.1K
Event2026-03-31
Filed2026-05-15
GSLC
GOLDMAN SACHS ETF TR
100.41%
Shares3.4K
Event2026-03-31
Filed2026-05-15
VRTX
VERTEX PHARMACEUTICALS INC
-87.59%
Shares941
Event2026-03-31
Filed2026-05-15
CNQ
CANADIAN NAT RES LTD MED TER
-4.90%
Shares8.6K
Event2026-03-31
Filed2026-05-15
RCL
ROYAL CARIBBEAN GROUP
-94.03%
Shares1.5K
Event2026-03-31
Filed2026-05-15
FHLC
FIDELITY COVINGTON TRUST
131.18%
Shares5.8K
Event2026-03-31
Filed2026-05-15
HIG
HARTFORD INSURANCE GROUP INC
37.84%
Shares3.0K
Event2026-03-31
Filed2026-05-15
BDX
BECTON DICKINSON & CO
79.37%
Shares2.6K
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETE CORP
17.99%
Shares1.7K
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT MCMORAN INC
-11.27%
Shares6.8K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
65.74%
Shares779
Event2026-03-31
Filed2026-05-15
WDC
WESTERN DIGITAL CORP
355.19%
Shares1.4K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
12175.00%
Shares2.0K
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
-9.30%
Shares2.0K
Event2026-03-31
Filed2026-05-15
TD
TORONTO DOMINION BK ONT
12.76%
Shares4.0K
Event2026-03-31
Filed2026-05-15
RBC
RBC BEARINGS INC
13460.00%
Shares678
Event2026-03-31
Filed2026-05-15
SNA
SNAP ON INC
12.76%
Shares981
Event2026-03-31
Filed2026-05-15
ULTA
ULTA BEAUTY INC
3478.95%
Shares680
Event2026-03-31
Filed2026-05-15
APP
APPLOVIN CORP
314.42%
Shares891
Event2026-03-31
Filed2026-05-15
CTRA
COTERRA ENERGY INC
40.52%
Shares10.1K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-9.26%
Shares1.8K
Event2026-03-31
Filed2026-05-15
PLD
PROLOGIS INC.
24.95%
Shares2.6K
Event2026-03-31
Filed2026-05-15
MCK
MCKESSON CORP
182.14%
Shares395
Event2026-03-31
Filed2026-05-15
TGT
TARGET CORP
113.06%
Shares2.8K
Event2026-03-31
Filed2026-05-15
NVT
NVENT ELEC PLC
24.75%
Shares2.9K
Event2026-03-31
Filed2026-05-15
TFLO
ISHARES TR
-53.38%
Shares6.7K
Event2026-03-31
Filed2026-05-15
SCHQ
SCHWAB STRATEGIC TR
18.76%
Shares10.8K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
116.73%
Shares1.1K
Event2026-03-31
Filed2026-05-15
DYTA
RBB FD INC
1357.80%
Shares11.8K
Event2026-03-31
Filed2026-05-15
G
GENPACT LIMITED
44.20%
Shares8.6K
Event2026-03-31
Filed2026-05-15
BKR
BAKER HUGHES COMPANY
16.30%
Shares5.1K
Event2026-03-31
Filed2026-05-15
PPG
PPG INDS INC
37.17%
Shares2.9K
Event2026-03-31
Filed2026-05-15
ELV
ELEVANCE HEALTH INC FORMERLY
9.62%
Shares1.0K
Event2026-03-31
Filed2026-05-15
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-25.21%
Shares14.0K
Event2026-03-31
Filed2026-05-15
AJG
GALLAGHER ARTHUR J & CO
47.56%
Shares1.4K
Event2026-03-31
Filed2026-05-15
CTAS
CINTAS CORP
18.03%
Shares1.8K
Event2026-03-31
Filed2026-05-15
ROST
ROSS STORES INC
10.67%
Shares1.4K
Event2026-03-31
Filed2026-05-15
MUFG
MITSUBISHI UFJ FINANCIAL GRO
0.54%
Shares17.6K
Event2026-03-31
Filed2026-05-15
CTVA
CORTEVA INC
240.79%
Shares3.6K
Event2026-03-31
Filed2026-05-15
NXPI
NXP SEMICONDUCTORS N V
3110.64%
Shares1.5K
Event2026-03-31
Filed2026-05-15
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
8.66%
Shares1.4K
Event2026-03-31
Filed2026-05-15
EAGG
ISHARES TR
25.48%
Shares6.2K
Event2026-03-31
Filed2026-05-15
CENCORA INC
CENCORA INC
57.91%
Shares938
Event2026-03-31
Filed2026-05-15
SMFG
SUMITOMO MITSUI FIN GRP INC
12.19%
Shares14.8K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
35.60%
Shares2.0K
Event2026-03-31
Filed2026-05-15
UPS
UNITED PARCEL SVCS INC
89.73%
Shares3.0K
Event2026-03-31
Filed2026-05-15
RPRX
ROYALTY PHARMA PLC
18.15%
Shares6.1K
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
36.10%
Shares3.1K
Event2026-03-31
Filed2026-05-15
FMAT
FIDELITY COVINGTON TRUST
New
Shares5.0K
Event2026-03-31
Filed2026-05-15
SAN
BANCO SANTANDER SA
7.59%
Shares25.6K
Event2026-03-31
Filed2026-05-15
BNS
BANK NOVA SCOTIA B C
-1.25%
Shares4.1K
Event2026-03-31
Filed2026-05-15
OXY
OCCIDENTAL PETE CORP
0.67%
Shares4.4K
Event2026-03-31
Filed2026-05-15
EQR
EQUITY RESIDENTIAL
15.86%
Shares4.8K
Event2026-03-31
Filed2026-05-15
KVUE
KENVUE INC
47.77%
Shares16.4K
Event2026-03-31
Filed2026-05-15
GSK PLC
GSK PLC
27.14%
Shares4.9K
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
120.21%
Shares632
Event2026-03-31
Filed2026-05-15
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
52.83%
Shares4.4K
Event2026-03-31
Filed2026-05-15
SYY
SYSCO CORP
15.57%
Shares3.8K
Event2026-03-31
Filed2026-05-15
CHKP
CHECK POINT SOFTWARE TECH LT
153.83%
Shares1.9K
Event2026-03-31
Filed2026-05-15
GPC
GENUINE PARTS CO
-58.56%
Shares2.5K
Event2026-03-31
Filed2026-05-15
PSA
PUBLIC STORAGE OPER CO
1.98%
Shares979
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
31.57%
Shares2.0K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
46.89%
Shares780
Event2026-03-31
Filed2026-05-15
ALL
ALLSTATE CORP
11.54%
Shares1.2K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINL CORP
10.54%
Shares1.4K
Event2026-03-31
Filed2026-05-15
ICLR
ICON PLC
203.25%
Shares2.3K
Event2026-03-31
Filed2026-05-15
RY
ROYAL BK CDA
2.26%
Shares1.6K
Event2026-03-31
Filed2026-05-15
EMLC
VANECK ETF TRUST
23.50%
Shares10.1K
Event2026-03-31
Filed2026-05-15
RING
ISHARES INC
4.83%
Shares3.2K
Event2026-03-31
Filed2026-05-15
SCCO
SOUTHERN COPPER CORP
-38.70%
Shares1.4K
Event2026-03-31
Filed2026-05-15
WRB
BERKLEY W R CORP
35.21%
Shares3.7K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
169.33%
Shares1.0K
Event2026-03-31
Filed2026-05-15
SCHR
SCHWAB STRATEGIC TR
-15.18%
Shares9.8K
Event2026-03-31
Filed2026-05-15
CGGR
CAPITAL GROUP GROWTH ETF
81.40%
Shares6.0K
Event2026-03-31
Filed2026-05-15
VLUE
ISHARES TR
New
Shares1.7K
Event2026-03-31
Filed2026-05-15
IFF
INTERNATIONAL FLAVORS&FRAGRA
66.16%
Shares3.3K
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
72.18%
Shares1.8K
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES TR
41.93%
Shares3.4K
Event2026-03-31
Filed2026-05-15
CGNG
CAPITAL GROUP NEW GEOGRAPHY
104.10%
Shares7.6K
Event2026-03-31
Filed2026-05-15
GIGB
GOLDMAN SACHS ETF TR
100.20%
Shares5.1K
Event2026-03-31
Filed2026-05-15
MSI
MOTOROLA SOLUTIONS INC
9.18%
Shares535
Event2026-03-31
Filed2026-05-15
FNDF
SCHWAB STRATEGIC TR
34.31%
Shares4.8K
Event2026-03-31
Filed2026-05-15
INGR
INGREDION INC
103.98%
Shares2.0K
Event2026-03-31
Filed2026-05-15
ZBH
ZIMMER BIOMET HOLDINGS INC
101.19%
Shares2.5K
Event2026-03-31
Filed2026-05-15
MNST
MONSTER BEVERAGE CORP NEW
29.46%
Shares3.1K
Event2026-03-31
Filed2026-05-15
PYPL
PAYPAL HLDGS INC
83.06%
Shares5.0K
Event2026-03-31
Filed2026-05-15
SCHW
SCHWAB CHARLES CORP
66.30%
Shares2.4K
Event2026-03-31
Filed2026-05-15
CELESTICA INC
CELESTICA INC
0.51%
Shares793
Event2026-03-31
Filed2026-05-15
BALI
BLACKROCK ETF TRUST
63.45%
Shares7.2K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
74.05%
Shares456
Event2026-03-31
Filed2026-05-15
TXT
TEXTRON INC
170.32%
Shares2.5K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
-78.92%
Shares1.1K
Event2026-03-31
Filed2026-05-15
DEO
DIAGEO PLC
146.12%
Shares2.9K
Event2026-03-31
Filed2026-05-15
SPTS
SPDR SERIES TRUST
New
Shares7.3K
Event2026-03-31
Filed2026-05-15
WPC
WP CAREY INC
98.06%
Shares3.1K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
66.92%
Shares1.8K
Event2026-03-31
Filed2026-05-15
PFI
INVESCO EXCHANGE TRADED FD T
-98.44%
Shares3.8K
Event2026-03-31
Filed2026-05-15
GFI
GOLD FIELDS LTD
15.58%
Shares4.5K
Event2026-03-31
Filed2026-05-15
KMB
KIMBERLY-CLARK CORP
-75.94%
Shares2.0K
Event2026-03-31
Filed2026-05-15
SSNC
SS&C TECH HLDGS
80.92%
Shares2.9K
Event2026-03-31
Filed2026-05-15
EUHY
ISHARES INC
New
Shares3.8K
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
102.25%
Shares180
Event2026-03-31
Filed2026-05-15
CDNS
CADENCE DESIGN SYSTEM INC
-68.03%
Shares697
Event2026-03-31
Filed2026-05-15
DG
DOLLAR GEN CORP
9.07%
Shares1.6K
Event2026-03-31
Filed2026-05-15
PAYX
PAYCHEX INC
-73.98%
Shares2.1K
Event2026-03-31
Filed2026-05-15
DELL
DELL TECHNOLOGIES INC
-97.08%
Shares1.2K
Event2026-03-31
Filed2026-05-15
KLAC
KLA CORP
-32.98%
Shares126
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
-94.44%
Shares1.2K
Event2026-03-31
Filed2026-05-15
UTHR
UNITED THERAPEUTICS CORP DEL
83.43%
Shares310
Event2026-03-31
Filed2026-05-15
DOC
HEALTHPEAK PROPERTIES INC
81.36%
Shares11.1K
Event2026-03-31
Filed2026-05-15
CARR
CARRIER GLOBAL CORPORATION
218.79%
Shares3.2K
Event2026-03-31
Filed2026-05-15
SU
SUNCOR ENERGY INC NEW
-36.37%
Shares2.7K
Event2026-03-31
Filed2026-05-15
CVS
CVS HEALTH CORP
175.17%
Shares2.5K
Event2026-03-31
Filed2026-05-15
GEM
GOLDMAN SACHS ETF TR
91.39%
Shares4.1K
Event2026-03-31
Filed2026-05-15
HCA
HCA HEALTHCARE INC
101.64%
Shares369
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
-59.91%
Shares2.0K
Event2026-03-31
Filed2026-05-15
GGUS
GOLDMAN SACHS ETF TR
107.36%
Shares3.0K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
89.19%
Shares840
Event2026-03-31
Filed2026-05-15
ETR
ENTERGY CORP NEW
90.51%
Shares1.5K
Event2026-03-31
Filed2026-05-15
GSID
GOLDMAN SACHS ETF TR
New
Shares2.4K
Event2026-03-31
Filed2026-05-15
FITB
FIFTH THIRD BANCORP
5.80%
Shares3.6K
Event2026-03-31
Filed2026-05-15
ESGU
ISHARES TR
106.82%
Shares1.2K
Event2026-03-31
Filed2026-05-15
BCS
BARCLAYS PLC
232.59%
Shares7.9K
Event2026-03-31
Filed2026-05-15
NTAP
NETAPP INC
95.08%
Shares1.6K
Event2026-03-31
Filed2026-05-15
IGSB
ISHARES TR
18.11%
Shares3.1K
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
169.76%
Shares3.7K
Event2026-03-31
Filed2026-05-15
BKNG
BOOKING HOLDINGS INC
245.45%
Shares38
Event2026-03-31
Filed2026-05-15
BAX
BAXTER INTL INC
43.88%
Shares9.4K
Event2026-03-31
Filed2026-05-15
SUSC
ISHARES TR
43.03%
Shares6.8K
Event2026-03-31
Filed2026-05-15
DOX
AMDOCS LTD
257.34%
Shares2.4K
Event2026-03-31
Filed2026-05-15
RIO
RIO TINTO PLC
215.74%
Shares1.6K
Event2026-03-31
Filed2026-05-15
HDV
ISHARES TR
16342.86%
Shares1.2K
Event2026-03-31
Filed2026-05-15
LCTU
BLACKROCK ETF TRUST
34.20%
Shares2.2K
Event2026-03-31
Filed2026-05-15
ASX
ASE TECHNOLOGY HLDG CO LTD
107.25%
Shares7.1K
Event2026-03-31
Filed2026-05-15
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
183.53%
Shares2.7K
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
58.99%
Shares1.6K
Event2026-03-31
Filed2026-05-15
WLK
WESTLAKE CORPORATION
61.49%
Shares1.3K
Event2026-03-31
Filed2026-05-15
GRMN
GARMIN LTD
21.72%
Shares650
Event2026-03-31
Filed2026-05-15
AGNC
AGNC INVT CORP
82.13%
Shares14.8K
Event2026-03-31
Filed2026-05-15
ENB
ENBRIDGE INC
195.49%
Shares2.8K
Event2026-03-31
Filed2026-05-15
CF
CF INDUSTRIES HOLD
-1.82%
Shares1.1K
Event2026-03-31
Filed2026-05-15
SONY
SONY GROUP CORP
1.54%
Shares7.1K
Event2026-03-31
Filed2026-05-15
WTW
WILLIS TOWERS WATSON PLC LTD
174.18%
Shares499
Event2026-03-31
Filed2026-05-15
LH
LABCORP HOLDINGS INC
163.59%
Shares543
Event2026-03-31
Filed2026-05-15
RSG
REPUBLIC SVCS INC
87.50%
Shares660
Event2026-03-31
Filed2026-05-15
TT
TRANE TECHNOLOGIES PLC
-98.28%
Shares345
Event2026-03-31
Filed2026-05-15
DOCN
DIGITALOCEAN HLDGS INC
114.19%
Shares1.7K
Event2026-03-31
Filed2026-05-15
DVN
DEVON ENERGY CORP NEW
0.96%
Shares2.8K
Event2026-03-31
Filed2026-05-15
CSX
CSX CORP
-22.92%
Shares3.5K
Event2026-03-31
Filed2026-05-15
CENX
CENTURY ALUM CO
140.69%
Shares2.4K
Event2026-03-31
Filed2026-05-15
CPA
COPA HOLDINGS SA
-24.64%
Shares1.2K
Event2026-03-31
Filed2026-05-15
EXEL
EXELIXIS INC
192.03%
Shares3.3K
Event2026-03-31
Filed2026-05-15
SNPS
SYNOPSYS INC
-96.07%
Shares356
Event2026-03-31
Filed2026-05-15
APD
AIR PRODUCTS AND CHEMICALS I
122.48%
Shares485
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
29.48%
Shares751
Event2026-03-31
Filed2026-05-15
CRH PLC
CRH PLC
6.65%
Shares1.3K
Event2026-03-31
Filed2026-05-15
STZ
CONSTELLATION BRANDS INC
81.73%
Shares925
Event2026-03-31
Filed2026-05-15
SMH
VANECK ETF TRUST
546.43%
Shares362
Event2026-03-31
Filed2026-05-15
FTNT
FORTINET INC
890.06%
Shares1.7K
Event2026-03-31
Filed2026-05-15
GL
GLOBE LIFE INC
81.22%
Shares984
Event2026-03-31
Filed2026-05-15
TK
TEEKAY CORPORATION LTD
155.96%
Shares11.2K
Event2026-03-31
Filed2026-05-15
ROKU
ROKU INC
12.48%
Shares1.4K
Event2026-03-31
Filed2026-05-15
SIG
SIGNET JEWELERS LIMITED
13.03%
Shares1.6K
Event2026-03-31
Filed2026-05-15
SNEX
STONEX GROUP INC
289.15%
Shares1.7K
Event2026-03-31
Filed2026-05-15
SHW
SHERWIN WILLIAMS CO
130.77%
Shares420
Event2026-03-31
Filed2026-05-15
BIDU
BAIDU INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-15
HYGW
ISHARES TR
-47.08%
Shares4.5K
Event2026-03-31
Filed2026-05-15
LOGI
LOGITECH INTL S A
-33.96%
Shares1.5K
Event2026-03-31
Filed2026-05-15
JBL
JABIL INC
-26.14%
Shares500
Event2026-03-31
Filed2026-05-15
BF.B
BROWN FORMAN CORP
7.85%
Shares5.0K
Event2026-03-31
Filed2026-05-15
TUGN
LISTED FDS TR
37.17%
Shares5.8K
Event2026-03-31
Filed2026-05-15
NFG
NATIONAL FUEL GAS CO
93.18%
Shares1.4K
Event2026-03-31
Filed2026-05-15
KB
KB FINL GROUP INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
EPAM
EPAM SYS INC
244.60%
Shares958
Event2026-03-31
Filed2026-05-15
EVRG
EVERGY INC
198.30%
Shares1.6K
Event2026-03-31
Filed2026-05-15
PHM
PULTE GROUP INC
159.10%
Shares1.1K
Event2026-03-31
Filed2026-05-15
EUSB
ISHARES TR
118.20%
Shares2.9K
Event2026-03-31
Filed2026-05-15
POWL
POWELL INDS INC
73.88%
Shares233
Event2026-03-31
Filed2026-05-15
NET
CLOUDFLARE INC
129.06%
Shares607
Event2026-03-31
Filed2026-05-15
PEGA
PEGASYSTEMS INC
99.73%
Shares2.9K
Event2026-03-31
Filed2026-05-15
EBAY
EBAY INC.
12.45%
Shares1.4K
Event2026-03-31
Filed2026-05-15
ADSK
AUTODESK INC
136.36%
Shares520
Event2026-03-31
Filed2026-05-15
INSM
INSMED INC
117.82%
Shares758
Event2026-03-31
Filed2026-05-15
MMC
MARSH & MCLENNAN COS INC
93.22%
Shares713
Event2026-03-31
Filed2026-05-15
BLBD
BLUE BIRD CORP
164.03%
Shares2.2K
Event2026-03-31
Filed2026-05-15
EXPE
EXPEDIA GROUP INC
1425.71%
Shares534
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
47.04%
Shares372
Event2026-03-31
Filed2026-05-15
HBAN
HUNTINGTON BANCSHARES INC
-1.29%
Shares7.8K
Event2026-03-31
Filed2026-05-15
HXL
HEXCEL CORP NEW
198.22%
Shares1.5K
Event2026-03-31
Filed2026-05-15
SW
SMURFIT WESTROCK PLC
12.56%
Shares3.1K
Event2026-03-31
Filed2026-05-15
AEP
AMERICAN ELEC PWR CO INC
155.81%
Shares903
Event2026-03-31
Filed2026-05-15
FLEX
FLEXTRONICS INTL LTD
114.74%
Shares1.8K
Event2026-03-31
Filed2026-05-15
TSN
TYSON FOODS INC
15.88%
Shares1.8K
Event2026-03-31
Filed2026-05-15
DDOG
DATADOG INC
-5.51%
Shares994
Event2026-03-31
Filed2026-05-15
JLL
JONES LANG LASALLE INC
78.14%
Shares383
Event2026-03-31
Filed2026-05-15
KT
KT CORP
2717.71%
Shares5.4K
Event2026-03-31
Filed2026-05-15
WSM
WILLIAMS SONOMA INC
4.49%
Shares628
Event2026-03-31
Filed2026-05-15
LQDH
ISHARES U S ETF TR
-81.66%
Shares1.2K
Event2026-03-31
Filed2026-05-15
IDV
ISHARES TR
146.50%
Shares2.7K
Event2026-03-31
Filed2026-05-15
SPOT
SPOTIFY TECHNOLOGY S A
45.06%
Shares235
Event2026-03-31
Filed2026-05-15
BBUS
J P MORGAN EXCHANGE TRADED F
-45.13%
Shares969
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Transamerica Financial Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo