Sponsored
The Analysis of Trust Co's Holdings & P&L
Currently, Trust Co holds 907 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in SHV (+24.8K shares, valued at $2.7M), VUG (+3.9K shares, valued at $1.7M), JGRO (+18.6K shares, valued at $1.6M); decreased their positions in N/A (-16.0K shares, valued at $1.9M), IVV (-2.3K shares, valued at $1.5M), LMT (-1.9K shares, valued at $1.2M); initiated new positions in JSCP (+1.2K shares, valued at $54.7K), SPYM (+518 shares, valued at $39.6K), RYN (+1.8K shares, valued at $37.5K).
1M P&L
+20.1M+1.84%
3M P&L
-299.0M-21.16%
HY P&L
-260.1M-18.93%
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/A951.6M
90.9%
2Consumer Electronics14.7M
1.4%
3Drug Manufacturers - General11.8M
1.1%
Top Industries by Stock Count
1N/A250 stocks
29.4%
2Banks - Regional36 stocks
4.2%
3Semiconductors20 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW13.9K shares-7.06%2026-03-312026-04-13
Sponsored
Sponsored
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF24.9K shares11.04%2026-03-312026-04-13
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF24.4K shares-5.70%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS835 shares0.00%2026-03-312026-04-13
Sponsored
Sponsored
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF8.2K shares43.01%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF725 shares-2.29%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST1.5K shares59.60%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF2.2K shares34.07%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
FIRST CTZNS BANCSHARES INC DEL CL A FIRST CTZNS BANCSHARES INC DEL CL A25 shares0.00%2026-03-312026-04-13
CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM597 shares0.00%2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS403 shares-4.28%2026-03-312026-04-13
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK228 shares15.15%2026-03-312026-04-13
Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A702 sharesnew addition2026-03-312026-04-13
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND112 shares0.00%2026-03-312026-04-13
Sponsored
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF155 shares0.00%2026-03-312026-04-13
Sponsored
Sponsored
INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF45 shares0.00%2026-03-312026-04-13
Sponsored
SHV
3.24%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares790.5K
Event2026-03-31
Filed2026-04-13
BND
2.14%VANGUARD TOTAL BOND MARKET ETF
Shares965.2K
Event2026-03-31
Filed2026-04-13
AGG
1.55%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares665.3K
Event2026-03-31
Filed2026-04-13
VTV
0.46%VANGUARD VALUE ETF
Shares319.8K
Event2026-03-31
Filed2026-04-13
VUG
2.97%VANGUARD GROWTH ETF
Shares136.2K
Event2026-03-31
Filed2026-04-13
FNDF
-0.94%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares1.1M
Event2026-03-31
Filed2026-04-13
EDIV
0.82%STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
Shares1.4M
Event2026-03-31
Filed2026-04-13
VEA
1.50%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares803.2K
Event2026-03-31
Filed2026-04-13
VOE
0.73%VANGUARD MID-CAP VALUE ETF
Shares261.0K
Event2026-03-31
Filed2026-04-13
IWB
0.54%ISHARES RUSSELL 1000 ETF
Shares122.8K
Event2026-03-31
Filed2026-04-13
VOT
3.35%VANGUARD MID-CAP GROWTH ETF
Shares159.6K
Event2026-03-31
Filed2026-04-13
JGRO
4.61%JPMORGAN ACTIVE GROWTH ETF
Shares421.9K
Event2026-03-31
Filed2026-04-13
MUB
3.42%ISHARES NATIONAL MUNI BOND ETF
Shares314.9K
Event2026-03-31
Filed2026-04-13
JMST
3.30%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares520.5K
Event2026-03-31
Filed2026-04-13
HYG
3.46%ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
Shares285.6K
Event2026-03-31
Filed2026-04-13
VWOB
4.50%VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
Shares278.3K
Event2026-03-31
Filed2026-04-13
AAPL
8.65%APPLE INC COM
Shares57.8K
Event2026-03-31
Filed2026-04-13
IBTI
1.04%ISHARES IBONDS DEC 2028 TERM TREASURY ETF
Shares509.0K
Event2026-03-31
Filed2026-04-13
ACWX
1.21%ISHARES MSCI ACWI EX U.S. ETF
Shares163.6K
Event2026-03-31
Filed2026-04-13
BNDX
1.73%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares211.4K
Event2026-03-31
Filed2026-04-13
VTIP
1.41%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares197.1K
Event2026-03-31
Filed2026-04-13
IBTK
1.44%ISHARES IBONDS DEC 2030 TERM TREASURY ETF
Shares485.8K
Event2026-03-31
Filed2026-04-13
VTI
-0.10%VANGUARD TOTAL STOCK MARKET ETF
Shares26.9K
Event2026-03-31
Filed2026-04-13
XLK
-5.85%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares63.2K
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL CL B NEW
-7.06%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares13.9K
Event2026-03-31
Filed2026-04-13
SHYM
3.35%ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF
Shares292.0K
Event2026-03-31
Filed2026-04-13
IVV
-20.05%ISHARES CORE S&P 500 ETF
Shares9.4K
Event2026-03-31
Filed2026-04-13
QUAL
2.08%ISHARES MSCI USA QUALITY FACTOR ETF
Shares30.9K
Event2026-03-31
Filed2026-04-13
VWO
2.27%VANGUARD FTSE EMERGING MARKETS ETF
Shares105.4K
Event2026-03-31
Filed2026-04-13
MSFT
14.47%MICROSOFT CORP COM
Shares15.4K
Event2026-03-31
Filed2026-04-13
SPY
0.58%STATE STREET SPDR S&P 500 ETF
Shares7.9K
Event2026-03-31
Filed2026-04-13
VYM
-3.57%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares32.1K
Event2026-03-31
Filed2026-04-13
INVESCO QQQ TRUST SERIES I
3.61%INVESCO QQQ TRUST SERIES I
Shares7.1K
Event2026-03-31
Filed2026-04-13
VV
0.00%VANGUARD LARGE-CAP ETF
Shares12.5K
Event2026-03-31
Filed2026-04-13
XLF
-3.86%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares71.2K
Event2026-03-31
Filed2026-04-13
MTUM
-3.28%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares14.1K
Event2026-03-31
Filed2026-04-13
AMZN
7.34%AMAZON COM INC COM
Shares14.5K
Event2026-03-31
Filed2026-04-13
VTEB
0.29%VANGUARD TAX-EXEMPT BOND ETF
Shares59.6K
Event2026-03-31
Filed2026-04-13
JPM
0.84%JPMORGAN CHASE & CO COM
Shares9.9K
Event2026-03-31
Filed2026-04-13
ALPHABET INC CAP STK CL A
-23.40%ALPHABET INC CAP STK CL A
Shares9.9K
Event2026-03-31
Filed2026-04-13
BMY
-3.30%BRISTOL-MYERS SQUIBB CO COM
Shares45.5K
Event2026-03-31
Filed2026-04-13
XLC
11.04%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares24.9K
Event2026-03-31
Filed2026-04-13
XLY
-5.70%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares24.4K
Event2026-03-31
Filed2026-04-13
GSY
2.94%INVESCO ULTRA SHORT DURATION ETF
Shares51.7K
Event2026-03-31
Filed2026-04-13
XLI
-4.72%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares15.8K
Event2026-03-31
Filed2026-04-13
XOM
-3.30%EXXON MOBIL CORP COM
Shares14.1K
Event2026-03-31
Filed2026-04-13
XLV
-3.48%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares16.2K
Event2026-03-31
Filed2026-04-13
WMT
26.25%WALMART INC COM
Shares18.7K
Event2026-03-31
Filed2026-04-13
VNLA
0.38%JANUS HENDERSON SHORT DURATION INCOME ETF
Shares47.5K
Event2026-03-31
Filed2026-04-13
ABBV
3.94%ABBVIE INC COM
Shares10.3K
Event2026-03-31
Filed2026-04-13
LLY
1.38%ELI LILLY & CO COM
Shares2.4K
Event2026-03-31
Filed2026-04-13
JNJ
1.03%JOHNSON & JOHNSON COM
Shares8.8K
Event2026-03-31
Filed2026-04-13
CBSH
0.00%COMMERCE BANCSHARES INC COM
Shares43.0K
Event2026-03-31
Filed2026-04-13
MCD
5.98%MCDONALDS CORP COM
Shares6.1K
Event2026-03-31
Filed2026-04-13
VZ
-18.08%VERIZON COMMUNICATIONS INC COM
Shares37.8K
Event2026-03-31
Filed2026-04-13
NVDA
-4.27%NVIDIA CORPORATION COM
Shares10.9K
Event2026-03-31
Filed2026-04-13
JKHY
0.00%HENRY JACK & ASSOC INC COM
Shares12.0K
Event2026-03-31
Filed2026-04-13
VBR
32.74%VANGUARD SMALL CAP VALUE ETF
Shares8.7K
Event2026-03-31
Filed2026-04-13
SUSA
-0.46%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares13.7K
Event2026-03-31
Filed2026-04-13
ADBE
61.55%ADOBE INC COM
Shares7.1K
Event2026-03-31
Filed2026-04-13
PM
0.00%PHILIP MORRIS INTL INC COM
Shares10.2K
Event2026-03-31
Filed2026-04-13
PHO
0.00%INVESCO WATER RESOURCES ETF
Shares25.1K
Event2026-03-31
Filed2026-04-13
PFE
3.28%PFIZER INC COM
Shares57.2K
Event2026-03-31
Filed2026-04-13
LARK
-0.10%LANDMARK BANCORP INC COM
Shares60.8K
Event2026-03-31
Filed2026-04-13
IBTG
-3.33%ISHARES IBONDS DEC 2026 TERM TREASURY ETF
Shares60.8K
Event2026-03-31
Filed2026-04-13
CAT
28.41%CATERPILLAR INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC COM
-59.66%MERCK & CO INC COM
Shares10.8K
Event2026-03-31
Filed2026-04-13
NYF
0.26%ISHARES NEW YORK MUNI BOND ETF
Shares24.3K
Event2026-03-31
Filed2026-04-13
XLP
-8.54%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares15.7K
Event2026-03-31
Filed2026-04-13
RTX
2.58%RTX CORPORATION COM
Shares6.6K
Event2026-03-31
Filed2026-04-13
VBK
1.06%VANGUARD SMALL-CAP GROWTH ETF
Shares4.2K
Event2026-03-31
Filed2026-04-13
V
2.47%VISA INC COM CL A
Shares3.8K
Event2026-03-31
Filed2026-04-13
LMT
-50.34%LOCKHEED MARTIN CORP COM
Shares1.9K
Event2026-03-31
Filed2026-04-13
NUDM
-9.61%NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF
Shares31.5K
Event2026-03-31
Filed2026-04-13
XLU
-6.35%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares24.6K
Event2026-03-31
Filed2026-04-13
CRM
2.58%SALESFORCE INC COM
Shares5.9K
Event2026-03-31
Filed2026-04-13
XLE
-13.73%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares17.7K
Event2026-03-31
Filed2026-04-13
IQLT
-11.10%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares23.3K
Event2026-03-31
Filed2026-04-13
PEP
-16.66%PEPSICO INC COM
Shares6.9K
Event2026-03-31
Filed2026-04-13
ABT
1.70%ABBOTT LABORATORIES COM
Shares10.0K
Event2026-03-31
Filed2026-04-13
KMB
31.93%KIMBERLY-CLARK CORP COM
Shares10.5K
Event2026-03-31
Filed2026-04-13
ESGE
-15.69%ISHARES ESG AWARE MSCI EM ETF
Shares21.9K
Event2026-03-31
Filed2026-04-13
ALPHABET INC CAP STK CL C
0.29%ALPHABET INC CAP STK CL C
Shares3.4K
Event2026-03-31
Filed2026-04-13
MO
0.00%ALTRIA GROUP INC COM
Shares14.6K
Event2026-03-31
Filed2026-04-13
SCHD
22.92%SCHWAB US DIVIDEND EQUITY ETF
Shares31.4K
Event2026-03-31
Filed2026-04-13
APD
0.00%AIR PRODUCTS AND CHEMICALS INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-13
GENERAL DYNAMICS CORP COM
83.12%GENERAL DYNAMICS CORP COM
Shares2.7K
Event2026-03-31
Filed2026-04-13
EVRG
-0.72%EVERGY INC COM
Shares11.1K
Event2026-03-31
Filed2026-04-13
VNQ
2.02%VANGUARD REAL ESTATE ETF
Shares10.1K
Event2026-03-31
Filed2026-04-13
UNP
0.00%UNION PAC CORP COM
Shares3.4K
Event2026-03-31
Filed2026-04-13
EAGG
-2.48%ISHARES ESG AWARE US AGGREGATE BOND ETF
Shares16.5K
Event2026-03-31
Filed2026-04-13
WM
6.11%WASTE MGMT INC DEL COM
Shares3.3K
Event2026-03-31
Filed2026-04-13
EEM
13.41%ISHARES MSCI EMERGING MARKETS ETF
Shares13.2K
Event2026-03-31
Filed2026-04-13
AXP
0.00%AMERICAN EXPRESS CO COM
Shares2.4K
Event2026-03-31
Filed2026-04-13
DE
0.00%DEERE & CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-13
HD
0.78%HOME DEPOT INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-13
CVX
5.84%CHEVRON CORPORATION COM
Shares3.3K
Event2026-03-31
Filed2026-04-13
VANGUARD S&P 500 ETF
-0.45%VANGUARD S&P 500 ETF
Shares1.1K
Event2026-03-31
Filed2026-04-13
COST
9.56%COSTCO WHOLESALE CORPORATION COM
Shares665
Event2026-03-31
Filed2026-04-13
XLB
-4.21%STATE STREET MATERIALS SELECT SECTOR SPDR ETF
Shares13.1K
Event2026-03-31
Filed2026-04-13
XLRE
-7.05%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares15.9K
Event2026-03-31
Filed2026-04-13
JEPI
-0.92%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares11.0K
Event2026-03-31
Filed2026-04-13
HDV
0.00%ISHARES CORE HIGH DIVIDEND ETF
Shares4.5K
Event2026-03-31
Filed2026-04-13
CTSH
13.56%COGNIZANT TECHNOLOGY SOLUTIONS CL A
Shares9.6K
Event2026-03-31
Filed2026-04-13
ORCL
-8.80%ORACLE CORP COM
Shares4.0K
Event2026-03-31
Filed2026-04-13
JCPB
59.60%JPMORGAN CORE PLUS BOND ETF
Shares12.5K
Event2026-03-31
Filed2026-04-13
CMCSA
-11.29%COMCAST CORP NEW CL A
Shares20.1K
Event2026-03-31
Filed2026-04-13
CSCO
6.11%CISCO SYS INC COM
Shares7.4K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE COM NEW
0.00%GE AEROSPACE COM NEW
Shares2.0K
Event2026-03-31
Filed2026-04-13
IJR
0.00%ISHARES CORE S&P SMALL CAP ETF
Shares4.6K
Event2026-03-31
Filed2026-04-13
PG
24.90%PROCTER & GAMBLE CO COM
Shares3.9K
Event2026-03-31
Filed2026-04-13
ISRG
0.00%INTUITIVE SURGICAL INC COM NEW
Shares1.2K
Event2026-03-31
Filed2026-04-13
EFA
-16.92%ISHARES MSCI EAFE ETF
Shares5.7K
Event2026-03-31
Filed2026-04-13
BLACKROCK INC COM
1.77%BLACKROCK INC COM
Shares575
Event2026-03-31
Filed2026-04-13
VGIT
0.30%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares9.2K
Event2026-03-31
Filed2026-04-13
IEFA
6.39%ISHARES CORE MSCI EAFE ETF
Shares5.7K
Event2026-03-31
Filed2026-04-13
MDLZ
13.41%MONDELEZ INTL INC CL A
Shares8.8K
Event2026-03-31
Filed2026-04-13
RRX
0.00%REGAL REXNORD CORPORATION COM
Shares2.7K
Event2026-03-31
Filed2026-04-13
GILD
-6.88%GILEAD SCIENCES INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-13
SHY
0.27%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares5.9K
Event2026-03-31
Filed2026-04-13
ARKK
-0.44%ARK INNOVATION ETF
Shares7.1K
Event2026-03-31
Filed2026-04-13
HWKN
0.13%HAWKINS INC COM
Shares3.0K
Event2026-03-31
Filed2026-04-13
VIG
0.19%VANGUARD DIVIDEND APPRECIATION ETF
Shares2.1K
Event2026-03-31
Filed2026-04-13
MCO
0.00%MOODYS CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-13
IWR
-10.32%ISHARES RUSSELL MIDCAP ETF
Shares4.5K
Event2026-03-31
Filed2026-04-13
MMC
0.00%MARSH & MCLENNAN COS INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-13
HON
0.00%HONEYWELL INTL INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-13
SO
6.71%SOUTHERN CO COM
Shares4.2K
Event2026-03-31
Filed2026-04-13
NUMV
-4.75%NUVEEN ESG MID-CAP VALUE ETF
Shares10.3K
Event2026-03-31
Filed2026-04-13
COP
-6.97%CONOCOPHILLIPS COM
Shares3.0K
Event2026-03-31
Filed2026-04-13
NEE
7.20%NEXTERA ENERGY INC COM
Shares4.2K
Event2026-03-31
Filed2026-04-13
NULV
-10.53%NUVEEN ESG LARGE-CAP VALUE ETF
Shares8.0K
Event2026-03-31
Filed2026-04-13
NULG
-0.08%NUVEEN ESG LARGE-CAP GROWTH ETF
Shares4.0K
Event2026-03-31
Filed2026-04-13
VXUS
0.00%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares4.7K
Event2026-03-31
Filed2026-04-13
AVDE
64.34%AVANTIS INTERNATIONAL EQUITY ETF
Shares4.2K
Event2026-03-31
Filed2026-04-13
IBM
0.00%INTERNATIONAL BUSINESS MACHS COM
Shares1.5K
Event2026-03-31
Filed2026-04-13
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
0.00%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares835
Event2026-03-31
Filed2026-04-13
META
20.21%META PLATFORMS INC CL A
Shares571
Event2026-03-31
Filed2026-04-13
VGK
0.00%VANGUARD FTSE EUROPE ETF
Shares4.0K
Event2026-03-31
Filed2026-04-13
SUB
0.10%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares3.0K
Event2026-03-31
Filed2026-04-13
NHI
0.00%NATIONAL HEALTH INVS INC COM
Shares4.0K
Event2026-03-31
Filed2026-04-13
ESML
-10.48%ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
Shares6.8K
Event2026-03-31
Filed2026-04-13
NUSC
-10.38%NUVEEN ESG SMALL-CAP ETF
Shares7.1K
Event2026-03-31
Filed2026-04-13
PSX
0.91%PHILLIPS 66 COM
Shares1.7K
Event2026-03-31
Filed2026-04-13
IBMO
-14.26%ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
Shares11.8K
Event2026-03-31
Filed2026-04-13
IBMP
-14.13%ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
Shares11.8K
Event2026-03-31
Filed2026-04-13
IBMQ
-14.14%ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
Shares11.8K
Event2026-03-31
Filed2026-04-13
IBMR
-14.14%ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF
Shares11.9K
Event2026-03-31
Filed2026-04-13
IBDR
0.33%ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
Shares12.2K
Event2026-03-31
Filed2026-04-13
OMC
0.00%OMNICOM GROUP INC COM
Shares3.9K
Event2026-03-31
Filed2026-04-13
JPST
0.33%JPMORGAN ULTRA-SHORT INCOME ETF
Shares5.8K
Event2026-03-31
Filed2026-04-13
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares674
Event2026-03-31
Filed2026-04-13
NUMG
3.32%NUVEEN ESG MID-CAP GROWTH ETF
Shares7.0K
Event2026-03-31
Filed2026-04-13
SPIB
43.01%STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Shares8.2K
Event2026-03-31
Filed2026-04-13
AJG
21.19%GALLAGHER ARTHUR J & CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-13
SPEM
26.64%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares5.7K
Event2026-03-31
Filed2026-04-13
MA
19.96%MASTERCARD INCORPORATED CL A
Shares535
Event2026-03-31
Filed2026-04-13
JMBS
43.91%JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
Shares5.9K
Event2026-03-31
Filed2026-04-13
SHEL
0.00%SHELL PLC SPON ADS
Shares2.8K
Event2026-03-31
Filed2026-04-13
XEL
11.18%XCEL ENERGY INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-13
MDY
0.00%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares411
Event2026-03-31
Filed2026-04-13
GRMN
4.86%GARMIN LTD SHS
Shares1.1K
Event2026-03-31
Filed2026-04-13
IBTH
0.29%ISHARES IBONDS DEC 2027 TERM TREASURY ETF
Shares10.2K
Event2026-03-31
Filed2026-04-13
TMUS
3.68%T-MOBILE US INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-13
IBTJ
0.28%ISHARES IBONDS DEC 2029 TERM TREASURY ETF
Shares10.3K
Event2026-03-31
Filed2026-04-13
BROADCOM INC COM
50.42%BROADCOM INC COM
Shares713
Event2026-03-31
Filed2026-04-13
AMP
0.42%AMERIPRISE FINL INC COM
Shares483
Event2026-03-31
Filed2026-04-13
SCI
0.00%SERVICE CORP INTL COM
Shares2.6K
Event2026-03-31
Filed2026-04-13
CB
0.00%CHUBB LTD SWITZ COM
Shares649
Event2026-03-31
Filed2026-04-13
OKE
0.00%ONEOK INC NEW COM
Shares2.3K
Event2026-03-31
Filed2026-04-13
KO
-11.07%COCA COLA CO COM
Shares2.7K
Event2026-03-31
Filed2026-04-13
T
-1.33%AT&T INC COM
Shares7.1K
Event2026-03-31
Filed2026-04-13
BINC
66.58%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares3.8K
Event2026-03-31
Filed2026-04-13
IEMG
-60.60%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares2.8K
Event2026-03-31
Filed2026-04-13
NVT
0.00%NVENT ELEC PLC SHS
Shares1.7K
Event2026-03-31
Filed2026-04-13
IQDG
31.91%WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND
Shares4.8K
Event2026-03-31
Filed2026-04-13
DIA
10.47%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares401
Event2026-03-31
Filed2026-04-13
INTC
0.00%INTEL CORP COM
Shares4.2K
Event2026-03-31
Filed2026-04-13
CARR
0.00%CARRIER GLOBAL CORPORATION COM
Shares3.3K
Event2026-03-31
Filed2026-04-13
CME
-31.70%CME GROUP INC COM
Shares614
Event2026-03-31
Filed2026-04-13
BA
0.00%BOEING CO COM
Shares899
Event2026-03-31
Filed2026-04-13
GEV
0.00%GE VERNOVA INC COM
Shares204
Event2026-03-31
Filed2026-04-13
IBDW
0.38%ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
Shares8.2K
Event2026-03-31
Filed2026-04-13
IBTL
0.30%ISHARES IBONDS DEC 2031 TERM TREASURY ETF
Shares8.4K
Event2026-03-31
Filed2026-04-13
AMT
-1.40%AMERICAN TOWER CORP COM
Shares989
Event2026-03-31
Filed2026-04-13
EIX
0.00%EDISON INTL COM
Shares2.3K
Event2026-03-31
Filed2026-04-13
IBDS
0.35%ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
Shares6.9K
Event2026-03-31
Filed2026-04-13
IBDV
0.37%ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
Shares7.7K
Event2026-03-31
Filed2026-04-13
PRU
0.00%PRUDENTIAL FINL INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-13
SPDW
163.01%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares3.6K
Event2026-03-31
Filed2026-04-13
WEC ENERGY GROUP INC COM
0.80%WEC ENERGY GROUP INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-13
MS
0.00%MORGAN STANLEY COM NEW
Shares963
Event2026-03-31
Filed2026-04-13
TSLA
0.00%TESLA INC COM
Shares407
Event2026-03-31
Filed2026-04-13
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares177
Event2026-03-31
Filed2026-04-13
SCHX
25.23%SCHWAB U.S. LARGE-CAP ETF
Shares5.8K
Event2026-03-31
Filed2026-04-13
JMUB
57.17%JPMORGAN MUNICIPAL ETF
Shares3.0K
Event2026-03-31
Filed2026-04-13
IDEV
0.00%ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
Shares1.8K
Event2026-03-31
Filed2026-04-13
UPS
-0.20%UNITED PARCEL SVCS INC CL B
Shares1.5K
Event2026-03-31
Filed2026-04-13
MMM
2.06%3M CO COM
Shares992
Event2026-03-31
Filed2026-04-13
DFAW
0.00%DIMENSIONAL WORLD EQUITY ETF
Shares1.9K
Event2026-03-31
Filed2026-04-13
AVEM
63.90%AVANTIS EMERGING MARKETS EQUITY ETF
Shares1.7K
Event2026-03-31
Filed2026-04-13
INVESCO S&P 500 EQUAL WEIGHT ETF
-2.29%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares725
Event2026-03-31
Filed2026-04-13
AMGN
0.78%AMGEN INC COM
Shares390
Event2026-03-31
Filed2026-04-13
IWM
1.52%ISHARES RUSSELL 2000 ETF
Shares536
Event2026-03-31
Filed2026-04-13
USB
0.00%US BANCORP COM NEW
Shares2.5K
Event2026-03-31
Filed2026-04-13
IWP
0.00%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares1.0K
Event2026-03-31
Filed2026-04-13
PNW
0.94%PINNACLE WEST CAP CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-13
AVDV
0.00%AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
OTIS
0.00%OTIS WORLDWIDE CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-13
RFG
0.00%INVESCO S&P MIDCAP 400 PURE GROWTH ETF
Shares2.3K
Event2026-03-31
Filed2026-04-13
VO
-64.18%VANGUARD MID-CAP ETF
Shares417
Event2026-03-31
Filed2026-04-13
RF
0.00%REGIONS FINANCIAL CORP NEW COM
Shares4.5K
Event2026-03-31
Filed2026-04-13
DOW
1.47%DOW HLDGS INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-13
ADM
0.00%ARCHER DANIELS MIDLAND CO COM
Shares1.5K
Event2026-03-31
Filed2026-04-13
TD
-12.12%TORONTO DOMINION BK ONT COM NEW
Shares1.2K
Event2026-03-31
Filed2026-04-13
IWO
0.00%ISHARES RUSSELL 2000 GROWTH ETF
Shares344
Event2026-03-31
Filed2026-04-13
WFC
29.09%WELLS FARGO & CO COM
Shares1.3K
Event2026-03-31
Filed2026-04-13
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares717
Event2026-03-31
Filed2026-04-13
BK
8.17%BANK NEW YORK MELLON CORP COM
Shares874
Event2026-03-31
Filed2026-04-13
FDX
7.46%FEDEX CORP COM
Shares288
Event2026-03-31
Filed2026-04-13
ILCB
0.00%ISHARES MORNINGSTAR U.S. EQUITY ETF
Shares1.1K
Event2026-03-31
Filed2026-04-13
TMO
0.00%THERMO FISHER SCIENTIFIC INC COM
Shares207
Event2026-03-31
Filed2026-04-13
IWV
372.41%ISHARES RUSSELL 3000 ETF
Shares274
Event2026-03-31
Filed2026-04-13
TFC
1.03%TRUIST FINL CORP COM
Shares2.2K
Event2026-03-31
Filed2026-04-13
DUKE ENERGY CORP NEW COM NEW
54.77%DUKE ENERGY CORP NEW COM NEW
Shares746
Event2026-03-31
Filed2026-04-13
DRI
0.00%DARDEN RESTAURANTS INC COM
Shares495
Event2026-03-31
Filed2026-04-13
BAC
0.00%BANK AMERICA CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-13
CMS
0.73%CMS ENERGY CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-13
CLX
203.64%CLOROX CO DEL COM
Shares917
Event2026-03-31
Filed2026-04-13
IBDU
0.37%ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
Shares4.0K
Event2026-03-31
Filed2026-04-13
VONG
0.00%VANGUARD RUSSELL 1000 GROWTH ETF
Shares844
Event2026-03-31
Filed2026-04-13
AVMC
63.10%AVANTIS U.S. MID CAP EQUITY ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
UNH
6.98%UNITEDHEALTH GROUP INC COM
Shares337
Event2026-03-31
Filed2026-04-13
ICF
0.00%ISHARES SELECT U.S. REIT ETF
Shares1.5K
Event2026-03-31
Filed2026-04-13
COF
11.69%CAPITAL ONE FINL CORP COM
Shares497
Event2026-03-31
Filed2026-04-13
SLB
-7.21%SLB LIMITED COM STK
Shares1.8K
Event2026-03-31
Filed2026-04-13
ESGD
-8.53%ISHARES ESG AWARE MSCI EAFE ETF
Shares911
Event2026-03-31
Filed2026-04-13
SXT
0.40%SENSIENT TECHNOLOGIES CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-13
DFGP
0.00%DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
CL
0.00%COLGATE PALMOLIVE CO COM
Shares1.0K
Event2026-03-31
Filed2026-04-13
DFAS
44.89%DIMENSIONAL U.S. SMALL CAP ETF
Shares1.2K
Event2026-03-31
Filed2026-04-13
ESGV
-0.26%VANGUARD ESG U.S. STOCK ETF
Shares760
Event2026-03-31
Filed2026-04-13
VB
0.00%VANGUARD SMALL-CAP ETF
Shares322
Event2026-03-31
Filed2026-04-13
HSY
0.00%HERSHEY CO COM
Shares403
Event2026-03-31
Filed2026-04-13
CSX
11.80%CSX CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-13
XYL
0.00%XYLEM INC COM
Shares683
Event2026-03-31
Filed2026-04-13
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP COM
Shares1.0K
Event2026-03-31
Filed2026-04-13
ELV
10.00%ELEVANCE HEALTH INC FORMERLY A COM
Shares275
Event2026-03-31
Filed2026-04-13
EMR
-10.19%EMERSON ELEC CO COM
Shares599
Event2026-03-31
Filed2026-04-13
GLD
333.33%SPDR GOLD SHARES
Shares182
Event2026-03-31
Filed2026-04-13
SCHG
60.39%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares2.7K
Event2026-03-31
Filed2026-04-13
RGLD
0.00%ROYAL GOLD INC COM
Shares300
Event2026-03-31
Filed2026-04-13
SPYV
84.94%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
UMBF
0.00%UMB FINL CORP COM
Shares670
Event2026-03-31
Filed2026-04-13
JOE
0.00%ST JOE CO COM
Shares1.2K
Event2026-03-31
Filed2026-04-13
MCK
19.18%MCKESSON CORP COM
Shares87
Event2026-03-31
Filed2026-04-13
O
-49.40%REALTY INCOME CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-13
BGRN
-3.92%ISHARES TRUST ISHARES USD GREEN BOND ETF
Shares1.5K
Event2026-03-31
Filed2026-04-13
BLACKSTONE INC COM
13.32%BLACKSTONE INC COM
Shares638
Event2026-03-31
Filed2026-04-13
HII
-29.41%HUNTINGTON INGALLS INDS INC COM
Shares192
Event2026-03-31
Filed2026-04-13
KHC
-4.45%KRAFT HEINZ CO COM
Shares3.2K
Event2026-03-31
Filed2026-04-13
JPIB
59.60%JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
Shares1.5K
Event2026-03-31
Filed2026-04-13
MPLX
0.00%MPLX LP COM UNIT REP LTD
Shares1.2K
Event2026-03-31
Filed2026-04-13
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares459
Event2026-03-31
Filed2026-04-13
VEEV
32.77%VEEVA SYS INC CL A COM
Shares393
Event2026-03-31
Filed2026-04-13
ITW
0.00%ILLINOIS TOOL WKS INC COM
Shares263
Event2026-03-31
Filed2026-04-13
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares100
Event2026-03-31
Filed2026-04-13
IBDT
0.38%ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
Shares2.7K
Event2026-03-31
Filed2026-04-13
NUE
8.17%NUCOR CORP COM
Shares397
Event2026-03-31
Filed2026-04-13
CEF
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
Shares1.4K
Event2026-03-31
Filed2026-04-13
CPRT
0.00%COPART INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-13
DVY
97.73%ISHARES SELECT DIVIDEND ETF
Shares435
Event2026-03-31
Filed2026-04-13
IJH
0.00%ISHARES CORE S&P MID-CAP ETF
Shares970
Event2026-03-31
Filed2026-04-13
VCRM
83.33%VANGUARD CORE TAX-EXEMPT BOND ETF
Shares869
Event2026-03-31
Filed2026-04-13
ARISTA NETWORKS INC COM SHS
21.86%ARISTA NETWORKS INC COM SHS
Shares524
Event2026-03-31
Filed2026-04-13
SPYG
103.44%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares651
Event2026-03-31
Filed2026-04-13
VLO
410.20%VALERO ENERGY CORP COM
Shares250
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC SHS
-41.43%MEDTRONIC PLC SHS
Shares673
Event2026-03-31
Filed2026-04-13
EW
0.00%EDWARDS LIFESCIENCES CORP COM
Shares725
Event2026-03-31
Filed2026-04-13
VSDM
67.92%VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
Shares759
Event2026-03-31
Filed2026-04-13
TCHP
0.00%T. ROWE PRICE BLUE CHIP GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
TXN
0.00%TEXAS INSTRS INC COM
Shares295
Event2026-03-31
Filed2026-04-13
CPB
776.04%THE CAMPBELLS COMPANY COM
Shares2.5K
Event2026-03-31
Filed2026-04-13
GLW
36.54%CORNING INC COM
Shares411
Event2026-03-31
Filed2026-04-13
ABRDN PHYSICAL GOLD SHARES ETF
0.00%ABRDN PHYSICAL GOLD SHARES ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
ENB
43.98%ENBRIDGE INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-13
HYMB
34.07%STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
Shares2.2K
Event2026-03-31
Filed2026-04-13
RJF
0.00%RAYMOND JAMES FINL INC COM
Shares379
Event2026-03-31
Filed2026-04-13
JSCP
NewJPMORGAN SHORT DURATION CORE PLUS ETF
Shares1.2K
Event2026-03-31
Filed2026-04-13
BIIB
0.00%BIOGEN INC COM
Shares291
Event2026-03-31
Filed2026-04-13
KLAC
33.33%KLA CORP COM NEW
Shares36
Event2026-03-31
Filed2026-04-13
MCHP
0.00%MICROCHIP TECHNOLOGY INC. COM
Shares812
Event2026-03-31
Filed2026-04-13
NSC
12.50%NORFOLK SOUTHN CORP COM
Shares180
Event2026-03-31
Filed2026-04-13
VCIT
0.32%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares624
Event2026-03-31
Filed2026-04-13
CVS
-0.56%CVS HEALTH CORP COM
Shares716
Event2026-03-31
Filed2026-04-13
SYY
16.23%SYSCO CORP COM
Shares716
Event2026-03-31
Filed2026-04-13
IBDX
0.40%ISHARES IBONDS DEC 2032 TERM CORPORATE ETF
Shares2.0K
Event2026-03-31
Filed2026-04-13
TRV
0.00%TRAVELERS COMPANIES INC COM
Shares172
Event2026-03-31
Filed2026-04-13
IBDY
0.41%ISHARES IBONDS DEC 2033 TERM CORPORATE ETF
Shares1.9K
Event2026-03-31
Filed2026-04-13
SPG
0.00%SIMON PPTY GROUP INC NEW COM
Shares268
Event2026-03-31
Filed2026-04-13
CTVA
11.62%CORTEVA INC COM
Shares586
Event2026-03-31
Filed2026-04-13
LW
0.79%LAMB WESTON HLDGS INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-13
SCMB
177.83%SCHWAB MUNICIPAL BOND ETF
Shares1.9K
Event2026-03-31
Filed2026-04-13
TMFC
0.00%MOTLEY FOOL 100 INDEX ETF
Shares720
Event2026-03-31
Filed2026-04-13
MFC
0.00%MANULIFE FINL CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-13
CGDV
22.92%CAPITAL GROUP DIVIDEND VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-04-13
FIRST CTZNS BANCSHARES INC DEL CL A
0.00%FIRST CTZNS BANCSHARES INC DEL CL A
Shares25
Event2026-03-31
Filed2026-04-13
CANADIAN PACIFIC KANSAS CITY COM
0.00%CANADIAN PACIFIC KANSAS CITY COM
Shares597
Event2026-03-31
Filed2026-04-13
CAG
3.48%CONAGRA BRANDS INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-13
SBUX
119.21%STARBUCKS CORP COM
Shares502
Event2026-03-31
Filed2026-04-13
AFL
0.50%AFLAC INC COM
Shares402
Event2026-03-31
Filed2026-04-13
SCHW
17.93%SCHWAB CHARLES CORP COM
Shares467
Event2026-03-31
Filed2026-04-13
WRB
0.15%BERKLEY W R CORP COM
Shares658
Event2026-03-31
Filed2026-04-13
LOW
142.11%LOWES COS INC COM
Shares184
Event2026-03-31
Filed2026-04-13
FI
0.00%FISERV INC COM
Shares779
Event2026-03-31
Filed2026-04-13
AEP
22.47%AMERICAN ELEC PWR CO INC COM
Shares327
Event2026-03-31
Filed2026-04-13
CGGR
-43.24%CAPITAL GROUP GROWTH ETF
Shares1.0K
Event2026-03-31
Filed2026-04-13
PH
0.00%PARKER-HANNIFIN CORP COM
Shares46
Event2026-03-31
Filed2026-04-13
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares776
Event2026-03-31
Filed2026-04-13
VTEI
0.25%VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
Shares403
Event2026-03-31
Filed2026-04-13
TOTALENERGIES SE ACT
0.00%TOTALENERGIES SE ACT
Shares442
Event2026-03-31
Filed2026-04-13
PFF
261.92%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares1.3K
Event2026-03-31
Filed2026-04-13
TJX
61.69%TJX COS INC NEW COM
Shares249
Event2026-03-31
Filed2026-04-13
SPYM
NewSTATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares518
Event2026-03-31
Filed2026-04-13
BUFT
0.00%FT VEST BUFFERED ALLOCATION DEFENSIVE ETF
Shares1.6K
Event2026-03-31
Filed2026-04-13
PHYS
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
Shares1.1K
Event2026-03-31
Filed2026-04-13
MU
0.00%MICRON TECHNOLOGY INC COM
Shares115
Event2026-03-31
Filed2026-04-13
SJM
1.01%SMUCKER J M CO COM NEW
Shares402
Event2026-03-31
Filed2026-04-13
ET
0.00%ENERGY TRANSFER L P COM UT LTD PTN
Shares2.0K
Event2026-03-31
Filed2026-04-13
LUMN
0.00%LUMEN TECHNOLOGIES INC COM
Shares5.5K
Event2026-03-31
Filed2026-04-13
OEF
39.08%ISHARES S&P 100 ETF
Shares121
Event2026-03-31
Filed2026-04-13
RYN
NewRAYONIER INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-13
TT
20.27%TRANE TECHNOLOGIES PLC SHS
Shares89
Event2026-03-31
Filed2026-04-13
CTAS
0.00%CINTAS CORP COM
Shares216
Event2026-03-31
Filed2026-04-13
INDB
92.43%INDEPENDENT BK CORP MASS COM
Shares483
Event2026-03-31
Filed2026-04-13
DOC
0.56%HEALTHPEAK PROPERTIES INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-13
CENCORA INC COM
0.00%CENCORA INC COM
Shares112
Event2026-03-31
Filed2026-04-13
ETR
NewENTERGY CORP NEW COM
Shares312
Event2026-03-31
Filed2026-04-13
RCL
0.00%ROYAL CARIBBEAN GROUP COM
Shares127
Event2026-03-31
Filed2026-04-13
WDFC
0.00%WD 40 CO COM
Shares168
Event2026-03-31
Filed2026-04-13
TMFM
-29.71%MOTLEY FOOL MID-CAP GROWTH ETF
Shares1.7K
Event2026-03-31
Filed2026-04-13
ITOT
0.00%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares231
Event2026-03-31
Filed2026-04-13
NOW
25.60%SERVICENOW INC COM
Shares314
Event2026-03-31
Filed2026-04-13
INGR
0.00%INGREDION INC COM
Shares288
Event2026-03-31
Filed2026-04-13
CGUS
0.00%CAPITAL GROUP CORE EQUITY ETF
Shares840
Event2026-03-31
Filed2026-04-13
SOLSTICE ADVANCED MATLS INC COM SHS
-4.28%SOLSTICE ADVANCED MATLS INC COM SHS
Shares403
Event2026-03-31
Filed2026-04-13
DG
70.95%DOLLAR GEN CORP COM
Shares253
Event2026-03-31
Filed2026-04-13
EMXC
0.00%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares370
Event2026-03-31
Filed2026-04-13
ES
-45.75%EVERSOURCE ENERGY COM
Shares415
Event2026-03-31
Filed2026-04-13
ISHARES GOLD TRUST
0.00%ISHARES GOLD TRUST
Shares326
Event2026-03-31
Filed2026-04-13
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares135
Event2026-03-31
Filed2026-04-13
VEU
0.00%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares371
Event2026-03-31
Filed2026-04-13
CIVB
0.76%CIVISTA BANCSHARES INC COM NO PAR
Shares1.2K
Event2026-03-31
Filed2026-04-13
WWD
0.00%WOODWARD INC COM
Shares75
Event2026-03-31
Filed2026-04-13
ESGU
0.00%ISHARES ESG AWARE MSCI USA ETF
Shares189
Event2026-03-31
Filed2026-04-13
SPHD
0.38%INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
Shares532
Event2026-03-31
Filed2026-04-13
QNITY ELECTRONICS INC COMMON STOCK
15.15%QNITY ELECTRONICS INC COMMON STOCK
Shares228
Event2026-03-31
Filed2026-04-13
MOAT
NewVANECK MORNINGSTAR WIDE MOAT ETF
Shares272
Event2026-03-31
Filed2026-04-13
BMO
0.00%BANK MONTREAL MEDIUM COM
Shares193
Event2026-03-31
Filed2026-04-13
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares77
Event2026-03-31
Filed2026-04-13
VERSANT MEDIA GROUP INC COM CL A
NewVERSANT MEDIA GROUP INC COM CL A
Shares702
Event2026-03-31
Filed2026-04-13
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM
Shares685
Event2026-03-31
Filed2026-04-13
BUNGE GLOBAL SA COM SHS
0.50%BUNGE GLOBAL SA COM SHS
Shares201
Event2026-03-31
Filed2026-04-13
FSK
0.00%FS KKR CAP CORP COM
Shares2.5K
Event2026-03-31
Filed2026-04-13
TGT
103.00%TARGET CORP COM
Shares203
Event2026-03-31
Filed2026-04-13
SNY
-43.21%SANOFI SA SPONSORED ADR
Shares506
Event2026-03-31
Filed2026-04-13
ADI
0.00%ANALOG DEVICES INC COM
Shares75
Event2026-03-31
Filed2026-04-13
ADP
-37.43%AUTOMATIC DATA PROCESSING INC COM
Shares117
Event2026-03-31
Filed2026-04-13
FDS
0.00%FACTSET RESH SYS INC COM
Shares108
Event2026-03-31
Filed2026-04-13
AVY
0.00%AVERY DENNISON CORP COM
Shares134
Event2026-03-31
Filed2026-04-13
DUPONT DE NEMOURS INC COM
14.81%DUPONT DE NEMOURS INC COM
Shares473
Event2026-03-31
Filed2026-04-13
OXY
0.00%OCCIDENTAL PETE CORP COM
Shares331
Event2026-03-31
Filed2026-04-13
KBE
0.00%STATE STREET SPDR S&P BANK ETF
Shares356
Event2026-03-31
Filed2026-04-13
J
48.65%JACOBS SOLUTIONS INC COM
Shares165
Event2026-03-31
Filed2026-04-13
UNILEVER PLC SPON ADR NEW
0.00%UNILEVER PLC SPON ADR NEW
Shares365
Event2026-03-31
Filed2026-04-13
ED
0.00%CONSOLIDATED EDISON INC COM
Shares180
Event2026-03-31
Filed2026-04-13
NKE
-19.87%NIKE INC CL B
Shares383
Event2026-03-31
Filed2026-04-13
ITT INC COM
66.13%ITT INC COM
Shares103
Event2026-03-31
Filed2026-04-13
GIS
-8.35%GENERAL MILLS INC COM
Shares527
Event2026-03-31
Filed2026-04-13
SPMD
73.30%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares331
Event2026-03-31
Filed2026-04-13
ACNB
0.00%ACNB CORP COM
Shares401
Event2026-03-31
Filed2026-04-13
COFS
0.00%CHOICEONE FINANCIA COM
Shares675
Event2026-03-31
Filed2026-04-13
TTEK
0.16%TETRA TECH INC NEW COM
Shares626
Event2026-03-31
Filed2026-04-13
PPG
125.64%PPG INDS INC COM
Shares176
Event2026-03-31
Filed2026-04-13
SPGI
0.00%S&P GLOBAL INC COM
Shares44
Event2026-03-31
Filed2026-04-13
SNPS
84.00%SYNOPSYS INC COM
Shares46
Event2026-03-31
Filed2026-04-13
FNWD
0.00%FINWARD BANCORP COM
Shares500
Event2026-03-31
Filed2026-04-13
HOG
0.00%HARLEY DAVIDSON INC COM
Shares893
Event2026-03-31
Filed2026-04-13
EWX
0.00%STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF
Shares265
Event2026-03-31
Filed2026-04-13
LPLA
56.76%LPL FINL HLDGS INC COM
Shares58
Event2026-03-31
Filed2026-04-13
WTRG
115.00%ESSENTIAL UTILS INC COM
Shares430
Event2026-03-31
Filed2026-04-13
IEF
0.56%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares181
Event2026-03-31
Filed2026-04-13
VRTX
0.00%VERTEX PHARMACEUTICALS INC COM
Shares38
Event2026-03-31
Filed2026-04-13
NAD
0.55%NUVEEN QUALITY MUNCP INCOME FD COM
Shares1.5K
Event2026-03-31
Filed2026-04-13
ZTS
0.70%ZOETIS INC CL A
Shares143
Event2026-03-31
Filed2026-04-13
PSEP
0.00%INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
Shares382
Event2026-03-31
Filed2026-04-13
IP
-39.47%INTERNATIONAL PAPER CO COM
Shares460
Event2026-03-31
Filed2026-04-13
KVUE
1.08%KENVUE INC COM
Shares933
Event2026-03-31
Filed2026-04-13
D
61.54%DOMINION ENERGY INC COM
Shares252
Event2026-03-31
Filed2026-04-13
MET
75.61%METLIFE INC COM
Shares216
Event2026-03-31
Filed2026-04-13
PLTR
0.00%PALANTIR TECHNOLOGIES INC CL A
Shares104
Event2026-03-31
Filed2026-04-13
BDX
375.00%BECTON DICKINSON & CO COM
Shares95
Event2026-03-31
Filed2026-04-13
KTB
0.00%KONTOOR BRANDS INC COM
Shares200
Event2026-03-31
Filed2026-04-13
DRLL
0.00%STRIVE U.S. ENERGY ETF
Shares355
Event2026-03-31
Filed2026-04-13
F
1.09%FORD MTR CO COM
Shares1.2K
Event2026-03-31
Filed2026-04-13
DGRW
444.83%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares158
Event2026-03-31
Filed2026-04-13
VDE
92.68%VANGUARD ENERGY ETF
Shares79
Event2026-03-31
Filed2026-04-13
CBZ
0.00%CBIZ INC COM
Shares500
Event2026-03-31
Filed2026-04-13
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares63
Event2026-03-31
Filed2026-04-13
HAL
-40.28%HALLIBURTON CO COM
Shares338
Event2026-03-31
Filed2026-04-13
SPOT
80.00%SPOTIFY TECHNOLOGY S A SHS
Shares27
Event2026-03-31
Filed2026-04-13
DGS
0.00%WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
Shares215
Event2026-03-31
Filed2026-04-13
DIS
0.00%DISNEY WALT CO COM
Shares132
Event2026-03-31
Filed2026-04-13
DHR
59.52%DANAHER CORP DEL COM
Shares67
Event2026-03-31
Filed2026-04-13
IUSB
0.36%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares275
Event2026-03-31
Filed2026-04-13
BKNG
0.00%BOOKING HOLDINGS INC COM
Shares3
Event2026-03-31
Filed2026-04-13
EXPE
-5.26%EXPEDIA GROUP INC COM NEW
Shares54
Event2026-03-31
Filed2026-04-13
FNV
0.00%FRANCO NEV CORP COM
Shares50
Event2026-03-31
Filed2026-04-13
CMC
NewCOMMERCIAL METALS CO COM
Shares200
Event2026-03-31
Filed2026-04-13
GSK PLC SPONSORED ADR
-73.47%GSK PLC SPONSORED ADR
Shares221
Event2026-03-31
Filed2026-04-13
WBD
0.00%WARNER BROS DISCOVERY INC COM SER A
Shares437
Event2026-03-31
Filed2026-04-13
MIDD
0.00%MIDDLEBY CORP COM
Shares90
Event2026-03-31
Filed2026-04-13
GARP
258.82%ISHARES MSCI USA QUALITY GARP ETF
Shares183
Event2026-03-31
Filed2026-04-13
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares300
Event2026-03-31
Filed2026-04-13
LUV
0.00%SOUTHWEST AIRLS CO COM
Shares300
Event2026-03-31
Filed2026-04-13
STZ
NewCONSTELLATION BRANDS INC CL A
Shares75
Event2026-03-31
Filed2026-04-13
BF.B
-67.70%BROWN FORMAN CORP CL B
Shares415
Event2026-03-31
Filed2026-04-13
ITA
NewISHARES U.S. AEROSPACE & DEFENSE ETF
Shares50
Event2026-03-31
Filed2026-04-13
DFIS
NewDIMENSIONAL INTERNATIONAL SMALL CAP ETF
Shares321
Event2026-03-31
Filed2026-04-13
CCL
0.50%CARNIVAL CORP COMMON STOCK
Shares402
Event2026-03-31
Filed2026-04-13
APH
609.09%AMPHENOL CORP CL A
Shares78
Event2026-03-31
Filed2026-04-13
URA
33.33%GLOBAL X URANIUM ETF
Shares200
Event2026-03-31
Filed2026-04-13
IJK
0.00%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares96
Event2026-03-31
Filed2026-04-13
NFLX
395.00%NETFLIX INC. COM
Shares99
Event2026-03-31
Filed2026-04-13
EFV
0.00%ISHARES MSCI EAFE VALUE ETF
Shares128
Event2026-03-31
Filed2026-04-13
BSMQ
0.25%INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF
Shares400
Event2026-03-31
Filed2026-04-13
BSMR
0.25%INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF
Shares398
Event2026-03-31
Filed2026-04-13
BSMS
0.25%INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF
Shares402
Event2026-03-31
Filed2026-04-13
BSMT
0.25%INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF
Shares407
Event2026-03-31
Filed2026-04-13
BSMU
0.23%INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF
Shares428
Event2026-03-31
Filed2026-04-13
BSMV
0.23%INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF
Shares443
Event2026-03-31
Filed2026-04-13
EXEL
NewEXELIXIS INC COM
Shares200
Event2026-03-31
Filed2026-04-13
VAW
111.11%VANGUARD MATERIALS ETF
Shares38
Event2026-03-31
Filed2026-04-13
HWM
0.00%HOWMET AEROSPACE INC COM
Shares37
Event2026-03-31
Filed2026-04-13
NRG
11.54%NRG ENERGY INC COM NEW
Shares58
Event2026-03-31
Filed2026-04-13
IBB
0.00%ISHARES BIOTECHNOLOGY ETF
Shares50
Event2026-03-31
Filed2026-04-13
ZM
NewZOOM COMMUNICATIONS INC CL A
Shares103
Event2026-03-31
Filed2026-04-13
SCHZ
0.29%SCHWAB US AGGREGATE BOND ETF
Shares347
Event2026-03-31
Filed2026-04-13
JFLX
0.62%JPMORGAN FLEXIBLE DEBT ETF
Shares162
Event2026-03-31
Filed2026-04-13
CFFN
0.00%CAPITOL FED FINL INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-13
ETHE
0.00%GRAYSCALE ETHEREUM STAKING ETF
Shares450
Event2026-03-31
Filed2026-04-13
LNG
0.00%CHENIERE ENERGY INC COM NEW
Shares27
Event2026-03-31
Filed2026-04-13
IFF
NewINTERNATIONAL FLAVORS&FRAGRANC COM
Shares105
Event2026-03-31
Filed2026-04-13
APP
0.00%APPLOVIN CORP COM CL A
Shares19
Event2026-03-31
Filed2026-04-13
THNQ
0.00%ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF
Shares128
Event2026-03-31
Filed2026-04-13
PYPL
442.86%PAYPAL HLDGS INC COM
Shares152
Event2026-03-31
Filed2026-04-13
BOTZ
0.00%GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
Shares206
Event2026-03-31
Filed2026-04-13
PSA
0.00%PUBLIC STORAGE OPER CO COM
Shares25
Event2026-03-31
Filed2026-04-13
CRWD
0.00%CROWDSTRIKE HLDGS INC CL A
Shares17
Event2026-03-31
Filed2026-04-13
BTI
0.00%BRITISH AMERN TOB PLC SPONSORED ADR
Shares110
Event2026-03-31
Filed2026-04-13
MSTR
0.00%STRATEGY INC CL A NEW
Shares51
Event2026-03-31
Filed2026-04-13
EMBJ
0.00%EMBRAER S.A. SPONSORED ADS
Shares107
Event2026-03-31
Filed2026-04-13
SWKS
-40.93%SKYWORKS SOLUTIONS INC COM
Shares114
Event2026-03-31
Filed2026-04-13
OXY.WS
0.00%OCCIDENTAL PETE CORP WT EXP 080327
Shares142
Event2026-03-31
Filed2026-04-13
MUNI
0.00%PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
Shares112
Event2026-03-31
Filed2026-04-13
DGRO
-95.81%ISHARES CORE DIVIDEND GROWTH ETF
Shares83
Event2026-03-31
Filed2026-04-13
CIBR
0.00%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares92
Event2026-03-31
Filed2026-04-13
QQQM
-80.17%INVESCO NASDAQ 100 ETF
Shares23
Event2026-03-31
Filed2026-04-13
HP INC COM
0.00%HP INC COM
Shares286
Event2026-03-31
Filed2026-04-13
ROBO
0.00%ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
Shares79
Event2026-03-31
Filed2026-04-13
JPC
0.74%NUVEEN PFD & INCOME OPPORTUNIT COM
Shares681
Event2026-03-31
Filed2026-04-13
GRAYSCALE BITCOIN MINI TRUST ETF
0.00%GRAYSCALE BITCOIN MINI TRUST ETF
Shares155
Event2026-03-31
Filed2026-04-13
FSLR
0.00%FIRST SOLAR INC COM
Shares23
Event2026-03-31
Filed2026-04-13
AMD
0.00%ADVANCED MICRO DEVICES INC COM
Shares22
Event2026-03-31
Filed2026-04-13
NB
0.00%NIOCORP DEVS LTD COM NEW
Shares1.0K
Event2026-03-31
Filed2026-04-13
CMI
0.00%CUMMINS INC COM
Shares8
Event2026-03-31
Filed2026-04-13
RIO
0.00%RIO TINTO PLC SPONSORED ADR
Shares46
Event2026-03-31
Filed2026-04-13
SKYW
0.00%SKYWEST INC COM
Shares46
Event2026-03-31
Filed2026-04-13
HTEC
0.00%ROBO GLOBAL HEALTHCARE TECHNOLOGY AND INNOVATION ETF
Shares126
Event2026-03-31
Filed2026-04-13
UBER
0.00%UBER TECHNOLOGIES INC COM
Shares57
Event2026-03-31
Filed2026-04-13
NNE
0.00%NANO NUCLEAR ENERGY INC COM
Shares200
Event2026-03-31
Filed2026-04-13
AVA
0.00%AVISTA CORP COM
Shares100
Event2026-03-31
Filed2026-04-13
AEE
0.00%AMEREN CORP COM
Shares35
Event2026-03-31
Filed2026-04-13
COIN
0.00%COINBASE GLOBAL INC COM CL A
Shares22
Event2026-03-31
Filed2026-04-13
ROKU
0.00%ROKU INC COM CL A
Shares40
Event2026-03-31
Filed2026-04-13
BIRK
0.00%BIRKENSTOCK HOLDING PLC COM SHS
Shares100
Event2026-03-31
Filed2026-04-13
BSX
0.00%BOSTON SCIENTIFIC CORP COM
Shares57
Event2026-03-31
Filed2026-04-13
BLOK
0.00%AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares71
Event2026-03-31
Filed2026-04-13
TDG
0.00%TRANSDIGM GROUP INC COM
Shares3
Event2026-03-31
Filed2026-04-13
EFG
0.00%ISHARES MSCI EAFE GROWTH ETF
Shares31
Event2026-03-31
Filed2026-04-13
TMSL
0.00%T. ROWE PRICE SMALL-MID CAP ETF
Shares92
Event2026-03-31
Filed2026-04-13
ACGL
0.00%ARCH CAP GROUP LTD ORD
Shares35
Event2026-03-31
Filed2026-04-13
INVESCO S&P 500 LOW VOLATILITY ETF
0.00%INVESCO S&P 500 LOW VOLATILITY ETF
Shares45
Event2026-03-31
Filed2026-04-13
WAT
NewWATERS CORP COM
Shares11
Event2026-03-31
Filed2026-04-13
DLR
0.00%DIGITAL RLTY TR INC COM
Shares18
Event2026-03-31
Filed2026-04-13
SMOT
0.00%VANECK MORNINGSTAR SMID MOAT ETF
Shares92
Event2026-03-31
Filed2026-04-13
FNDA
0.00%SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
Shares98
Event2026-03-31
Filed2026-04-13
TXT
0.00%TEXTRON INC COM
Shares36
Event2026-03-31
Filed2026-04-13
LMND
NewLEMONADE INC COM
Shares50
Event2026-03-31
Filed2026-04-13
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