Sponsored
The Analysis of TRUST CO OF TOLEDO NA /OH/'s Holdings & P&L
Currently, TRUST CO OF TOLEDO NA /OH/ holds 858 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in MSFT (+17.6K shares, valued at $6.5M), N/A (+17.7K shares, valued at $5.1M), VTV (+25.3K shares, valued at $5.0M); decreased their positions in NSC (-3.0K shares, valued at $867.6K), N/A (-1.6K shares, valued at $351.5K), WELL (-1.7K shares, valued at $335.1K); initiated new positions in APP (+6.8K shares, valued at $2.7M), MBSF (+46.1K shares, valued at $1.2M), BBEU (+4.4K shares, valued at $315.6K).
1M P&L
+45.4M+4.59%
3M P&L
+12.7M+1.24%
HY P&L
+52.1M+5.30%
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/A133.1M
14.6%
2Software - Infrastructure92.0M
10.1%
3Drug Manufacturers - General76.8M
8.4%
Top Industries by Stock Count
1N/A218 stocks
27.8%
2Utilities - Regulated Electric20 stocks
2.5%
3Specialty Industrial Machinery20 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Liberty Media Corp Del Com Liberty Formula C Liberty Media Corp Del Com Liberty Formula C23.4K shares74.00%2026-03-312026-04-15
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Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF6.3K shares3.39%2026-03-312026-04-15
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JPMorgan BetaBuilders Canada ETF JPMorgan BetaBuilders Canada ETF846 shares6950.00%2026-03-312026-04-15
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JPMorgan BetaBuilders Japan ETF JPMorgan BetaBuilders Japan ETF1.0K shares1758.18%2026-03-312026-04-15
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AAPL
-0.32%Apple Inc
Shares254.8K
Event2026-03-31
Filed2026-04-15
MSFT
11.74%Microsoft Corp
Shares167.1K
Event2026-03-31
Filed2026-04-15
Alphabet Inc-A
11.31%Alphabet Inc-A
Shares129.3K
Event2026-03-31
Filed2026-04-15
LLY
19.11%Lilly Eli & Co
Shares32.1K
Event2026-03-31
Filed2026-04-15
NVDA
8.49%NVIDIA Corp
Shares168.5K
Event2026-03-31
Filed2026-04-15
JPM
-0.93%JP Morgan Chase & Co
Shares96.2K
Event2026-03-31
Filed2026-04-15
AMZN
10.10%Amazon.com Inc
Shares98.4K
Event2026-03-31
Filed2026-04-15
Alphabet Inc-C
35.57%Alphabet Inc-C
Shares67.6K
Event2026-03-31
Filed2026-04-15
XMHQ
-0.19%Invesco S&P Mid Cap Quality ETF
Shares180.7K
Event2026-03-31
Filed2026-04-15
ORCL
-0.64%Oracle Corporation
Shares113.0K
Event2026-03-31
Filed2026-04-15
WTV
12.31%Wisdom Tree Value ETF
Shares168.1K
Event2026-03-31
Filed2026-04-15
CVX
0.64%Chevron Corp
Shares72.5K
Event2026-03-31
Filed2026-04-15
WELL
-2.31%Welltower Inc
Shares71.6K
Event2026-03-31
Filed2026-04-15
XOM
0.02%Exxon Mobil Corp
Shares77.5K
Event2026-03-31
Filed2026-04-15
EFG
13.78%iShares MSCI EAFE Growth ETF
Shares114.1K
Event2026-03-31
Filed2026-04-15
PANW
9.72%Palo Alto Networks Inc
Shares78.1K
Event2026-03-31
Filed2026-04-15
PG
-0.72%Procter & Gamble Co
Shares84.2K
Event2026-03-31
Filed2026-04-15
DE
-0.37%Deere & Co
Shares21.5K
Event2026-03-31
Filed2026-04-15
JNJ
-0.01%Johnson & Johnson
Shares47.4K
Event2026-03-31
Filed2026-04-15
MCD
0.01%McDonalds Corp
Shares37.2K
Event2026-03-31
Filed2026-04-15
Broadcom Inc
12.08%Broadcom Inc
Shares32.5K
Event2026-03-31
Filed2026-04-15
AMGN
-0.87%Amgen Inc
Shares28.1K
Event2026-03-31
Filed2026-04-15
HD
16.37%Home Depot Inc
Shares29.4K
Event2026-03-31
Filed2026-04-15
CSCO
-2.07%Cisco Systems Inc
Shares122.5K
Event2026-03-31
Filed2026-04-15
ABBV
-0.22%AbbVie Inc
Shares43.4K
Event2026-03-31
Filed2026-04-15
CAT
-1.05%Caterpillar Inc
Shares13.3K
Event2026-03-31
Filed2026-04-15
COST
2.39%Costco Wholesale Corp
Shares9.2K
Event2026-03-31
Filed2026-04-15
META
52.16%Meta Platforms Inc
Shares15.5K
Event2026-03-31
Filed2026-04-15
Merck & Co Inc
-0.70%Merck & Co Inc
Shares72.8K
Event2026-03-31
Filed2026-04-15
MA
30.85%MasterCard Inc-A
Shares17.1K
Event2026-03-31
Filed2026-04-15
MCK
-0.41%McKesson Corp
Shares9.6K
Event2026-03-31
Filed2026-04-15
RTX
1.08%RTX Corp
Shares42.1K
Event2026-03-31
Filed2026-04-15
NSC
-10.10%Norfolk Southern Corp
Shares26.9K
Event2026-03-31
Filed2026-04-15
PEP
-0.79%PepsiCo Inc
Shares49.7K
Event2026-03-31
Filed2026-04-15
LOW
0.57%Lowe's Companies Inc
Shares32.5K
Event2026-03-31
Filed2026-04-15
AMD
-0.70%Advanced Micro Devices Inc
Shares37.4K
Event2026-03-31
Filed2026-04-15
KO
0.00%Coca-Cola Co/The
Shares95.3K
Event2026-03-31
Filed2026-04-15
V
41.42%Visa Inc-A
Shares23.8K
Event2026-03-31
Filed2026-04-15
LMT
0.17%Lockheed Martin Corp
Shares11.5K
Event2026-03-31
Filed2026-04-15
ABT
-2.93%Abbott Laboratories
Shares65.8K
Event2026-03-31
Filed2026-04-15
NEE
2.32%NextEra Energy Inc
Shares71.3K
Event2026-03-31
Filed2026-04-15
Invesco QQQ Trust Ser 1 ETF
0.42%Invesco QQQ Trust Ser 1 ETF
Shares11.0K
Event2026-03-31
Filed2026-04-15
VUG
15.79%Vanguard Growth ETF
Shares14.5K
Event2026-03-31
Filed2026-04-15
BMY
0.60%Bristol Myers Squibb
Shares103.8K
Event2026-03-31
Filed2026-04-15
Eaton Corp PLC
0.94%Eaton Corp PLC
Shares17.4K
Event2026-03-31
Filed2026-04-15
VTV
424.95%Vanguard Value ETF
Shares31.3K
Event2026-03-31
Filed2026-04-15
ADI
-2.76%Analog Devices Inc
Shares19.2K
Event2026-03-31
Filed2026-04-15
QCOM
0.08%Qualcomm Inc
Shares46.5K
Event2026-03-31
Filed2026-04-15
IWM
-0.39%iShares Russell 2000 Index ETF
Shares22.7K
Event2026-03-31
Filed2026-04-15
NFLX
82.75%Netflix Inc
Shares56.8K
Event2026-03-31
Filed2026-04-15
General Dynamics Corp
2.04%General Dynamics Corp
Shares15.4K
Event2026-03-31
Filed2026-04-15
DHR
-0.65%Danaher Corp
Shares27.6K
Event2026-03-31
Filed2026-04-15
ICE
0.53%IntercontinentalExchange Group Inc
Shares32.7K
Event2026-03-31
Filed2026-04-15
Vanguard S&P 500 ETF
12.38%Vanguard S&P 500 ETF
Shares8.1K
Event2026-03-31
Filed2026-04-15
EPD
0.00%Enterprise Products Partners LP
Shares127.4K
Event2026-03-31
Filed2026-04-15
Duke Energy Corp
-0.21%Duke Energy Corp
Shares36.0K
Event2026-03-31
Filed2026-04-15
IWR
-0.19%iShares Russell Midcap Index ETF
Shares46.4K
Event2026-03-31
Filed2026-04-15
AXP
26.55%American Express Co
Shares14.9K
Event2026-03-31
Filed2026-04-15
WM
0.22%Waste Management Inc
Shares19.4K
Event2026-03-31
Filed2026-04-15
DIS
-0.10%Disney Walt Co
Shares45.7K
Event2026-03-31
Filed2026-04-15
IBM
1.88%Intl Business Machines Corp
Shares17.3K
Event2026-03-31
Filed2026-04-15
MS
0.29%Morgan Stanley
Shares25.0K
Event2026-03-31
Filed2026-04-15
HON
0.46%Honeywell International Inc
Shares17.8K
Event2026-03-31
Filed2026-04-15
PFE
-0.85%Pfizer Inc
Shares142.9K
Event2026-03-31
Filed2026-04-15
GLD
-0.11%SPDR Gold Shares ETF
Shares9.0K
Event2026-03-31
Filed2026-04-15
Lam Research Corp
-8.38%Lam Research Corp
Shares18.0K
Event2026-03-31
Filed2026-04-15
UNP
0.01%Union Pacific Corp
Shares15.8K
Event2026-03-31
Filed2026-04-15
SLB
2.05%SLB Ltd
Shares71.8K
Event2026-03-31
Filed2026-04-15
WPM
0.00%Wheaton Precious Metals Corp
Shares27.4K
Event2026-03-31
Filed2026-04-15
VZ
-3.56%Verizon Communications Inc
Shares68.9K
Event2026-03-31
Filed2026-04-15
IJR
0.92%iShares Core S&P Small-Cap ETF
Shares27.6K
Event2026-03-31
Filed2026-04-15
WMT
-0.04%Walmart Inc
Shares27.3K
Event2026-03-31
Filed2026-04-15
MCHP
-1.77%Microchip Technology Inc
Shares50.6K
Event2026-03-31
Filed2026-04-15
BKNG
62.39%Booking Holdings Inc
Shares773
Event2026-03-31
Filed2026-04-15
JCI
1.75%Johnson Controls Intl PLC
Shares24.4K
Event2026-03-31
Filed2026-04-15
EMR
1.88%Emerson Electric Company
Shares24.4K
Event2026-03-31
Filed2026-04-15
BA
4.64%Boeing Co/The
Shares15.8K
Event2026-03-31
Filed2026-04-15
T
1.71%AT&T Inc
Shares108.4K
Event2026-03-31
Filed2026-04-15
Citigroup Inc
3.03%Citigroup Inc
Shares27.4K
Event2026-03-31
Filed2026-04-15
TJX
-0.90%TJX Companies Inc
Shares19.4K
Event2026-03-31
Filed2026-04-15
BlackRock Inc
3.72%BlackRock Inc
Shares3.2K
Event2026-03-31
Filed2026-04-15
Blackstone Inc
1.09%Blackstone Inc
Shares26.0K
Event2026-03-31
Filed2026-04-15
PM
0.06%Philip Morris International
Shares17.9K
Event2026-03-31
Filed2026-04-15
CATH
0.27%Global X S&P Catholic ETF
Shares37.6K
Event2026-03-31
Filed2026-04-15
NVS
0.71%ADR Novartis AG- II Sp
Shares19.1K
Event2026-03-31
Filed2026-04-15
EQT Corp
1.97%EQT Corp
Shares44.8K
Event2026-03-31
Filed2026-04-15
XMMO
18.73%Invesco S&P Mid Cap Momentum ETF
Shares19.6K
Event2026-03-31
Filed2026-04-15
SPY
4.58%SPDR S&P 500 ETF Trust
Shares4.4K
Event2026-03-31
Filed2026-04-15
EFA
3.51%iShares MSCI EAFE Index ETF
Shares29.0K
Event2026-03-31
Filed2026-04-15
AEP
0.02%American Electric Power Co Inc
Shares21.0K
Event2026-03-31
Filed2026-04-15
APP
NewApplovin Corp
Shares6.8K
Event2026-03-31
Filed2026-04-15
AJG
-2.40%Arthur J Gallagher & Co
Shares12.2K
Event2026-03-31
Filed2026-04-15
CRM
-1.97%Salesforce Inc
Shares14.2K
Event2026-03-31
Filed2026-04-15
MCO
0.02%Moody's Corp
Shares6.0K
Event2026-03-31
Filed2026-04-15
MU
4977.12%Micron Technology Inc
Shares7.8K
Event2026-03-31
Filed2026-04-15
VBR
159.16%Vanguard Small-Cap Value ETF
Shares11.8K
Event2026-03-31
Filed2026-04-15
IVV
8.13%iShares S&P 500 Index ETF
Shares3.9K
Event2026-03-31
Filed2026-04-15
GILD
3.97%Gilead Sciences Inc
Shares18.2K
Event2026-03-31
Filed2026-04-15
CVS
2.03%CVS Health Corp
Shares35.2K
Event2026-03-31
Filed2026-04-15
APD
0.26%Air Products & Chemicals Inc
Shares8.5K
Event2026-03-31
Filed2026-04-15
Medtronic PLC
14.38%Medtronic PLC
Shares28.3K
Event2026-03-31
Filed2026-04-15
FITB
-1.12%Fifth Third Bancorp
Shares52.4K
Event2026-03-31
Filed2026-04-15
VEA
0.00%Vanguard FTSE Developed Markets ETF
Shares37.5K
Event2026-03-31
Filed2026-04-15
KLAC
-11.90%KLA Corp
Shares1.6K
Event2026-03-31
Filed2026-04-15
EOG
-6.82%EOG Resources Inc
Shares16.0K
Event2026-03-31
Filed2026-04-15
ETR
1.53%Entergy Corp
Shares20.6K
Event2026-03-31
Filed2026-04-15
GS
36.54%Goldman Sachs Group Inc
Shares2.7K
Event2026-03-31
Filed2026-04-15
CME
-1.28%CME Group Inc
Shares7.6K
Event2026-03-31
Filed2026-04-15
MO
2.75%Altria Group Inc
Shares33.4K
Event2026-03-31
Filed2026-04-15
MET
-1.95%Metlife Inc
Shares29.8K
Event2026-03-31
Filed2026-04-15
Berkshire Hathaway Inc-B
0.02%Berkshire Hathaway Inc-B
Shares4.2K
Event2026-03-31
Filed2026-04-15
DOC
2.41%Healthpeak Properties Inc
Shares121.6K
Event2026-03-31
Filed2026-04-15
Liberty Media Corp Del Com Liberty Formula C
74.00%Liberty Media Corp Del Com Liberty Formula C
Shares23.4K
Event2026-03-31
Filed2026-04-15
NKE
-4.46%Nike Inc-B
Shares37.6K
Event2026-03-31
Filed2026-04-15
EWJV
436.25%iShares MSCI Japan Value ETF
Shares44.0K
Event2026-03-31
Filed2026-04-15
CMCSA
0.23%Comcast Corp-A
Shares65.0K
Event2026-03-31
Filed2026-04-15
PJT
440000.00%PJT Partners Inc-A
Shares13.2K
Event2026-03-31
Filed2026-04-15
ADR GSK PLC II SA
0.93%ADR GSK PLC II SA
Shares32.9K
Event2026-03-31
Filed2026-04-15
MDLZ
-2.51%Mondelez International Inc
Shares31.0K
Event2026-03-31
Filed2026-04-15
ET
-1.40%Energy Transfer LP
Shares92.4K
Event2026-03-31
Filed2026-04-15
FCX
7.93%Freeport-McMoRan Copper & Gold Inc
Shares29.8K
Event2026-03-31
Filed2026-04-15
EXC
-0.80%Exelon Corp
Shares34.4K
Event2026-03-31
Filed2026-04-15
INTC
0.07%Intel Corp
Shares38.2K
Event2026-03-31
Filed2026-04-15
SBUX
-2.42%Starbucks Corp
Shares18.8K
Event2026-03-31
Filed2026-04-15
EG
0.00%Everest Re Group Ltd
Shares5.1K
Event2026-03-31
Filed2026-04-15
TIP
1.08%iShares TIPS ETF
Shares15.2K
Event2026-03-31
Filed2026-04-15
Aberdeen Std Gold ETF
48.42%Aberdeen Std Gold ETF
Shares36.6K
Event2026-03-31
Filed2026-04-15
VWO
0.00%Vanguard FTSE Emerging Market ETF
Shares30.2K
Event2026-03-31
Filed2026-04-15
SU
0.00%Suncor Energy Inc
Shares24.6K
Event2026-03-31
Filed2026-04-15
TFC
-0.09%Truist Financial Corp
Shares34.7K
Event2026-03-31
Filed2026-04-15
ADP
-1.25%Automatic Data Processing Inc
Shares7.8K
Event2026-03-31
Filed2026-04-15
TRVI
260.26%Trevi Therapeutics Inc
Shares131.5K
Event2026-03-31
Filed2026-04-15
MPC
17.07%Marathon Petroleum Corp
Shares6.4K
Event2026-03-31
Filed2026-04-15
USB
-0.11%US Bancorp
Shares29.6K
Event2026-03-31
Filed2026-04-15
AWK
0.77%American Water Works Co Inc
Shares11.2K
Event2026-03-31
Filed2026-04-15
DLR
-2.42%Digital Realty Trust Inc
Shares8.4K
Event2026-03-31
Filed2026-04-15
CTRE
0.00%CareTrust REIT Inc
Shares40.6K
Event2026-03-31
Filed2026-04-15
CL
-0.43%Colgate-Palmolive Company
Shares17.4K
Event2026-03-31
Filed2026-04-15
FNV
0.00%Franco-Nevada Corp
Shares6.0K
Event2026-03-31
Filed2026-04-15
AMT
1.29%American Tower Corp
Shares8.5K
Event2026-03-31
Filed2026-04-15
KMB
0.43%Kimberly-Clark Corp
Shares15.2K
Event2026-03-31
Filed2026-04-15
UNH
36.42%UnitedHealth Group Inc
Shares5.4K
Event2026-03-31
Filed2026-04-15
WFC
0.66%Wells Fargo & Co
Shares18.1K
Event2026-03-31
Filed2026-04-15
IVE
-0.73%iShares S&P 500 Value ETF
Shares6.8K
Event2026-03-31
Filed2026-04-15
BRK.A
0.00%Berkshire Hathaway Inc-A
Shares2
Event2026-03-31
Filed2026-04-15
TRV
0.02%Travelers Cos Inc/The
Shares4.8K
Event2026-03-31
Filed2026-04-15
CINF
0.00%Cincinnati Financial Corp
Shares8.9K
Event2026-03-31
Filed2026-04-15
HWM
0.55%Howmet Aerospace Inc
Shares6.0K
Event2026-03-31
Filed2026-04-15
SCHW
38.83%Charles Schwab Corp/The
Shares14.5K
Event2026-03-31
Filed2026-04-15
GE Aerospace
0.15%GE Aerospace
Shares4.7K
Event2026-03-31
Filed2026-04-15
IJH
-12.37%iShares Core S&P Mid-Cap ETF
Shares19.2K
Event2026-03-31
Filed2026-04-15
TSLA
0.52%Tesla Inc
Shares3.5K
Event2026-03-31
Filed2026-04-15
AOS
-3.51%Smith (AO) Corp
Shares19.4K
Event2026-03-31
Filed2026-04-15
YUM
1.45%Yum! Brands Inc
Shares8.2K
Event2026-03-31
Filed2026-04-15
TXN
0.83%Texas Instruments Inc
Shares6.3K
Event2026-03-31
Filed2026-04-15
Invesco S&P 500 Equal Weight ETF
3.39%Invesco S&P 500 Equal Weight ETF
Shares6.3K
Event2026-03-31
Filed2026-04-15
MBSF
NewRegan Floating Rate MBS ETF
Shares46.1K
Event2026-03-31
Filed2026-04-15
PAA
6.07%Plains All American Pipeline Unit LP
Shares52.4K
Event2026-03-31
Filed2026-04-15
EAGG
0.00%iShares ESG US Agg Bond ETF
Shares24.6K
Event2026-03-31
Filed2026-04-15
ALL
-6.30%Allstate Corp
Shares5.6K
Event2026-03-31
Filed2026-04-15
HCA
-2.58%HCA Healthcare Inc
Shares2.5K
Event2026-03-31
Filed2026-04-15
D
-2.07%Dominion Resources Inc/VA
Shares18.8K
Event2026-03-31
Filed2026-04-15
RJF
0.00%Raymond James Financial Inc
Shares8.0K
Event2026-03-31
Filed2026-04-15
Cencora Inc
10.60%Cencora Inc
Shares3.5K
Event2026-03-31
Filed2026-04-15
QUAL
2.66%iShares MSCI USA Quality Fac ETF
Shares5.6K
Event2026-03-31
Filed2026-04-15
UPS
-2.92%United Parcel Service-B
Shares10.9K
Event2026-03-31
Filed2026-04-15
MMM
0.00%3M Company
Shares7.4K
Event2026-03-31
Filed2026-04-15
Crown Castle Inc
0.00%Crown Castle Inc
Shares13.0K
Event2026-03-31
Filed2026-04-15
PLD
1935.20%Prologis Inc
Shares8.0K
Event2026-03-31
Filed2026-04-15
ASML
5220.00%ASML Holding NV-NY Reg Shs
Shares798
Event2026-03-31
Filed2026-04-15
ZBH
-3.43%Zimmer Biomet Holdings Inc
Shares11.4K
Event2026-03-31
Filed2026-04-15
VB
10.53%Vanguard Small-Cap ETF
Shares3.8K
Event2026-03-31
Filed2026-04-15
GEV
0.17%GE Vernova Inc
Shares1.2K
Event2026-03-31
Filed2026-04-15
IHF
0.00%iShares US Healthcare Providers ETF
Shares23.7K
Event2026-03-31
Filed2026-04-15
ITW
-0.73%Illinois Tool Works Inc
Shares3.8K
Event2026-03-31
Filed2026-04-15
PSX
0.00%Phillips 66
Shares5.3K
Event2026-03-31
Filed2026-04-15
SHEL
0.00%ADR Shell PLC SA
Shares10.3K
Event2026-03-31
Filed2026-04-15
ADBE
10.35%Adobe Systems Inc
Shares3.9K
Event2026-03-31
Filed2026-04-15
COP
-1.04%ConocoPhillips Inc
Shares7.1K
Event2026-03-31
Filed2026-04-15
VO
4.79%Vanguard Mid-Cap ETF
Shares3.3K
Event2026-03-31
Filed2026-04-15
VGT
0.00%Vanguard Info Technology Index ETF
Shares1.3K
Event2026-03-31
Filed2026-04-15
AIRR
2.37%First Tr RBA Amer Industrial Renaissance ETF
Shares8.3K
Event2026-03-31
Filed2026-04-15
CTSH
-9.31%Cognizant Tech Solutions Corp-A
Shares15.0K
Event2026-03-31
Filed2026-04-15
Accenture PLC-A
9.81%Accenture PLC-A
Shares4.5K
Event2026-03-31
Filed2026-04-15
CB
7.45%Chubb Ltd
Shares2.7K
Event2026-03-31
Filed2026-04-15
XSMO
4.10%Invesco S&P Small Cap Momentum ETF
Shares11.4K
Event2026-03-31
Filed2026-04-15
WY
0.00%Weyerhaeuser Co
Shares35.5K
Event2026-03-31
Filed2026-04-15
GIS
-5.32%General Mills Inc
Shares23.1K
Event2026-03-31
Filed2026-04-15
CARR
-1.15%Carrier Global Corp
Shares15.2K
Event2026-03-31
Filed2026-04-15
KKR & Co Inc
9.95%KKR & Co Inc
Shares9.1K
Event2026-03-31
Filed2026-04-15
FELE
0.00%Franklin Electric Co Inc
Shares9.0K
Event2026-03-31
Filed2026-04-15
SDY
9.32%SPDR S&P Dividend ETF
Shares5.6K
Event2026-03-31
Filed2026-04-15
IWF
0.00%iShares Russell 1000 Growth ETF
Shares1.9K
Event2026-03-31
Filed2026-04-15
PLTR
3.08%Palantir Technologies Inc-A
Shares5.4K
Event2026-03-31
Filed2026-04-15
VLTO
-7.34%Veralto Corp
Shares8.6K
Event2026-03-31
Filed2026-04-15
SCHD
0.00%Schwab US DVD Eqty ETF
Shares24.3K
Event2026-03-31
Filed2026-04-15
KEY
0.05%KeyCorp
Shares36.9K
Event2026-03-31
Filed2026-04-15
EPAM
92.79%EPAM Systems Inc
Shares5.4K
Event2026-03-31
Filed2026-04-15
DOV
0.00%Dover Corp
Shares3.4K
Event2026-03-31
Filed2026-04-15
WEC Energy Group Inc
-5.34%WEC Energy Group Inc
Shares6.2K
Event2026-03-31
Filed2026-04-15
ENB
-3.83%Enbridge Inc
Shares12.8K
Event2026-03-31
Filed2026-04-15
NOC
2.04%Northrop Grumman Corp
Shares1.0K
Event2026-03-31
Filed2026-04-15
BAC
-4.73%Bank of America Corp
Shares13.9K
Event2026-03-31
Filed2026-04-15
OTIS
-4.03%Otis Worldwide Corp
Shares8.7K
Event2026-03-31
Filed2026-04-15
PCAR
741.73%Paccar Inc
Shares5.4K
Event2026-03-31
Filed2026-04-15
DuPont de Nemours Inc
-2.62%DuPont de Nemours Inc
Shares13.5K
Event2026-03-31
Filed2026-04-15
ALLY
1.48%Ally Financial Inc
Shares15.7K
Event2026-03-31
Filed2026-04-15
PH
0.15%Parker Hannifin Corp
Shares674
Event2026-03-31
Filed2026-04-15
TGT
-2.28%Target Corp
Shares4.9K
Event2026-03-31
Filed2026-04-15
IVW
2.51%iShares S&P 500 Growth Index ETF
Shares5.0K
Event2026-03-31
Filed2026-04-15
PYPL
0.72%PayPal Holdings Inc
Shares12.5K
Event2026-03-31
Filed2026-04-15
NEM
0.10%Newmont Corporation
Shares5.2K
Event2026-03-31
Filed2026-04-15
CMI
0.10%Cummins Inc
Shares1.0K
Event2026-03-31
Filed2026-04-15
XAR
2.85%SPDR S&P Aerospace & Defense ETF
Shares2.2K
Event2026-03-31
Filed2026-04-15
BIIB
18.27%Biogen Inc
Shares3.0K
Event2026-03-31
Filed2026-04-15
CEG
0.10%Constellation Energy Corp
Shares1.9K
Event2026-03-31
Filed2026-04-15
CEF
6.94%Sprott Physical Gold Silver Trust
Shares10.8K
Event2026-03-31
Filed2026-04-15
QQQM
381.78%Invesco NASDAQ 100 ETF
Shares2.2K
Event2026-03-31
Filed2026-04-15
Linde PLC
5.61%Linde PLC
Shares1.0K
Event2026-03-31
Filed2026-04-15
VYM
14.98%Vanguard High Dividend Yield ETF
Shares3.5K
Event2026-03-31
Filed2026-04-15
TPR
2.90%Tapestry Inc
Shares3.6K
Event2026-03-31
Filed2026-04-15
FTV
0.12%Fortive Corp
Shares9.1K
Event2026-03-31
Filed2026-04-15
FSLR
0.00%First Solar Inc
Shares2.5K
Event2026-03-31
Filed2026-04-15
BDX
56.95%Becton Dickinson & Co
Shares3.0K
Event2026-03-31
Filed2026-04-15
MMC
-39.88%Marsh
Shares2.7K
Event2026-03-31
Filed2026-04-15
MT
-12.62%ADR ArcelorMittal-NY reg
Shares8.9K
Event2026-03-31
Filed2026-04-15
DVY
-25.78%iShares Select Dividend ETF
Shares3.0K
Event2026-03-31
Filed2026-04-15
VLO
0.27%Valero Energy Corp
Shares1.9K
Event2026-03-31
Filed2026-04-15
SYK
-12.66%Stryker Corp
Shares1.4K
Event2026-03-31
Filed2026-04-15
Qnity Electronics Inc
-25.12%Qnity Electronics Inc
Shares3.9K
Event2026-03-31
Filed2026-04-15
VTI
0.66%Vanguard Total Stock Market ETF
Shares1.4K
Event2026-03-31
Filed2026-04-15
ADC
0.00%Agree Realty Corp
Shares5.9K
Event2026-03-31
Filed2026-04-15
NUSC
0.00%Nuveen ESG Small-Cap ETF
Shares9.5K
Event2026-03-31
Filed2026-04-15
SON
4.18%Sonoco Products Co
Shares7.9K
Event2026-03-31
Filed2026-04-15
INTU
7.07%Intuit Inc
Shares969
Event2026-03-31
Filed2026-04-15
ITOT
0.00%iShares Core S&P Total US Stock Mkt ETF
Shares2.9K
Event2026-03-31
Filed2026-04-15
CM
0.00%Canadian Imperial Bank of Commerce
Shares4.2K
Event2026-03-31
Filed2026-04-15
CTRA
0.00%Coterra Energy Inc
Shares11.4K
Event2026-03-31
Filed2026-04-15
EEM
0.00%iShares MSCI Emerging Markets Index ETF
Shares7.0K
Event2026-03-31
Filed2026-04-15
FDX
0.09%FedEx Corp
Shares1.1K
Event2026-03-31
Filed2026-04-15
SO
2.24%Southern Co/The
Shares4.0K
Event2026-03-31
Filed2026-04-15
AZO
0.00%AutoZone Inc
Shares111
Event2026-03-31
Filed2026-04-15
TMUS
0.23%T-Mobile US Inc
Shares1.8K
Event2026-03-31
Filed2026-04-15
CAH
2.33%Cardinal Health Inc
Shares1.8K
Event2026-03-31
Filed2026-04-15
VLUE
22.89%iShares Edge MSCI USA Value ETF
Shares2.6K
Event2026-03-31
Filed2026-04-15
SCHG
4.10%Schwab US Large-Cap Growth ETF
Shares12.5K
Event2026-03-31
Filed2026-04-15
EXR
0.00%Extra Space Storage Inc
Shares2.7K
Event2026-03-31
Filed2026-04-15
DELL
0.00%Dell Technologies Inc-C
Shares2.0K
Event2026-03-31
Filed2026-04-15
BK
17.21%Bank of New York Mellon Corp
Shares2.8K
Event2026-03-31
Filed2026-04-15
TROW
0.00%T Rowe Price Group Inc
Shares3.7K
Event2026-03-31
Filed2026-04-15
DTE
0.00%DTE Energy Co
Shares2.2K
Event2026-03-31
Filed2026-04-15
IWD
0.00%iShares Russell 1000 Value ETF
Shares1.5K
Event2026-03-31
Filed2026-04-15
RWJ
0.00%Invesco S&P SmCap 600 Revenue ETF
Shares6.4K
Event2026-03-31
Filed2026-04-15
XLE
0.00%SPDR Energy Select Sector ETF
Shares5.2K
Event2026-03-31
Filed2026-04-15
BBEU
NewJPMorgan Betabldrs Europe ETF
Shares4.4K
Event2026-03-31
Filed2026-04-15
TMO
2.28%Thermo Fisher Scientific Inc
Shares629
Event2026-03-31
Filed2026-04-15
PWR
0.36%Quanta Services Inc
Shares562
Event2026-03-31
Filed2026-04-15
MDY
46.43%SPDR S&P MidCap 400 Trust-1 ETF
Shares492
Event2026-03-31
Filed2026-04-15
RGTI
0.00%Rigetti Computing Inc
Shares21.3K
Event2026-03-31
Filed2026-04-15
IWP
0.00%iShares Russell Mid-Cap Growth ETF
Shares2.3K
Event2026-03-31
Filed2026-04-15
Invesco FTSE RAFI US 1000 ETF
0.00%Invesco FTSE RAFI US 1000 ETF
Shares6.0K
Event2026-03-31
Filed2026-04-15
DRI
-23.91%Darden Restaurants Inc
Shares1.5K
Event2026-03-31
Filed2026-04-15
CTVA
0.15%Corteva Inc
Shares3.4K
Event2026-03-31
Filed2026-04-15
AMAT
-1.68%Applied Materials Inc
Shares817
Event2026-03-31
Filed2026-04-15
CMS
0.14%CMS Energy Corp
Shares3.5K
Event2026-03-31
Filed2026-04-15
KRE
0.00%SPDR S&P Regional Banking ETF
Shares4.1K
Event2026-03-31
Filed2026-04-15
CSX
2.31%CSX Corp
Shares6.5K
Event2026-03-31
Filed2026-04-15
APH
2.03%Amphenol Corp-A
Shares2.1K
Event2026-03-31
Filed2026-04-15
VIG
-0.82%Vanguard Dividend Appreciation Index ETF
Shares1.2K
Event2026-03-31
Filed2026-04-15
BBWI
-9.74%Bath & Body Works Inc
Shares13.4K
Event2026-03-31
Filed2026-04-15
AEM
0.00%Agnico-Eagle Mines Ltd
Shares1.2K
Event2026-03-31
Filed2026-04-15
Solstice Advanced Matls Inc
-17.23%Solstice Advanced Matls Inc
Shares3.1K
Event2026-03-31
Filed2026-04-15
SPGI
5.18%S&P Global Inc
Shares548
Event2026-03-31
Filed2026-04-15
KHC
0.00%Kraft Heinz Co/The
Shares10.3K
Event2026-03-31
Filed2026-04-15
Barrick Mining Corp
0.00%Barrick Mining Corp
Shares5.7K
Event2026-03-31
Filed2026-04-15
CRWD
7.34%CrowdStrike Hldgs Inc
Shares585
Event2026-03-31
Filed2026-04-15
VTEB
175.52%Vanguard Tax-Exempt Bond Index ETF
Shares4.5K
Event2026-03-31
Filed2026-04-15
SYY
0.16%Sysco Corp
Shares3.2K
Event2026-03-31
Filed2026-04-15
Cigna Group/The
-6.66%Cigna Group/The
Shares841
Event2026-03-31
Filed2026-04-15
ANDE
-0.80%Andersons Inc
Shares3.1K
Event2026-03-31
Filed2026-04-15
A
0.00%Agilent Technologies Inc
Shares1.9K
Event2026-03-31
Filed2026-04-15
PULS
0.00%PGIM Ultra Short Bond ETF
Shares4.4K
Event2026-03-31
Filed2026-04-15
UHS
0.00%Universal Health Services Inc-B
Shares1.2K
Event2026-03-31
Filed2026-04-15
ORLY
-10.56%O'Reilly Automotive Inc
Shares2.3K
Event2026-03-31
Filed2026-04-15
PAAS
0.00%PAN American Silver Corp
Shares3.8K
Event2026-03-31
Filed2026-04-15
RPM
-1.41%RPM International
Shares2.0K
Event2026-03-31
Filed2026-04-15
AGG
0.00%iShares Core US Aggregate Bond ETF
Shares2.0K
Event2026-03-31
Filed2026-04-15
DGRW
-23.39%WisdomTree US Qlty DVD Growth ETF
Shares2.3K
Event2026-03-31
Filed2026-04-15
MUB
0.00%iShares Natl Muni Bond ETF
Shares1.7K
Event2026-03-31
Filed2026-04-15
IEMG
64.30%iShares Core MSCI Emerging Mkts ETF
Shares2.6K
Event2026-03-31
Filed2026-04-15
NTRS
0.38%Northern Trust Corp
Shares1.3K
Event2026-03-31
Filed2026-04-15
AL
0.00%Air Lease Corp
Shares2.8K
Event2026-03-31
Filed2026-04-15
BND
221.07%Vanguard Total Bond Market ETF
Shares2.5K
Event2026-03-31
Filed2026-04-15
EPI
80.32%WisdomTree India Earnings ETF
Shares4.4K
Event2026-03-31
Filed2026-04-15
YUMC
0.00%Yum China Holdings Inc
Shares3.7K
Event2026-03-31
Filed2026-04-15
USMV
80.78%iShares Edge MSCI USA Min Vol ETF
Shares1.9K
Event2026-03-31
Filed2026-04-15
DOW
0.24%Dow Inc
Shares4.2K
Event2026-03-31
Filed2026-04-15
LH
0.00%Labcorp Holdings Inc
Shares643
Event2026-03-31
Filed2026-04-15
KMI
-5.60%Kinder Morgan Inc
Shares5.1K
Event2026-03-31
Filed2026-04-15
SLV
-7.41%iShares Silver Trust ETF
Shares2.5K
Event2026-03-31
Filed2026-04-15
JMUB
49.04%J P Morgan Municipal ETF
Shares3.3K
Event2026-03-31
Filed2026-04-15
BSX
2.95%Boston Scientific Corp
Shares2.6K
Event2026-03-31
Filed2026-04-15
CNI
-5.07%Canadian National Railway Co
Shares1.5K
Event2026-03-31
Filed2026-04-15
SCHX
0.00%Schwab US Large-Cap ETF
Shares6.1K
Event2026-03-31
Filed2026-04-15
Seagate Technology Hldngs PLC
0.00%Seagate Technology Hldngs PLC
Shares395
Event2026-03-31
Filed2026-04-15
IJK
0.00%iShares S&P MidCap 400/Growth ETF
Shares1.5K
Event2026-03-31
Filed2026-04-15
DBA
0.00%Invesco DB Agriculture ETF
Shares5.5K
Event2026-03-31
Filed2026-04-15
PAYX
-12.45%Paychex Inc
Shares1.6K
Event2026-03-31
Filed2026-04-15
AFL
0.00%AFLAC Inc
Shares1.4K
Event2026-03-31
Filed2026-04-15
EW
0.00%Edwards Lifesciences Corp
Shares1.9K
Event2026-03-31
Filed2026-04-15
SOXX
0.00%iShares Semiconductor ETF
Shares450
Event2026-03-31
Filed2026-04-15
QQEW
0.00%First Tr NASDAQ-100 Eq Wghtd Ix ETF
Shares1.2K
Event2026-03-31
Filed2026-04-15
VGIT
472.51%Vanguard Inter Term Treas ETF
Shares2.4K
Event2026-03-31
Filed2026-04-15
ISRG
1.63%Intuitive Surgical Inc
Shares312
Event2026-03-31
Filed2026-04-15
VXUS
0.00%Vanguard Total Intl Stock ETF
Shares1.8K
Event2026-03-31
Filed2026-04-15
EXTR
0.00%Extreme Networks Inc
Shares9.4K
Event2026-03-31
Filed2026-04-15
TSM
-59.86%ADR Taiwan Semiconductor Mfg Ltd-III Sp
Shares413
Event2026-03-31
Filed2026-04-15
HIG
0.00%Hartford Financial Services Group
Shares1.0K
Event2026-03-31
Filed2026-04-15
ROK
0.00%Rockwell Automation Inc
Shares380
Event2026-03-31
Filed2026-04-15
ZTS
-10.63%Zoetis Inc
Shares1.2K
Event2026-03-31
Filed2026-04-15
OC
0.00%Owens Corning Inc
Shares1.3K
Event2026-03-31
Filed2026-04-15
LHX
0.00%L3 Harris Technologies Inc
Shares386
Event2026-03-31
Filed2026-04-15
BWXT
-31.55%BWX Technologies Inc
Shares651
Event2026-03-31
Filed2026-04-15
ATO
0.00%Atmos Energy Corp
Shares720
Event2026-03-31
Filed2026-04-15
LCTX
147.95%Lineage Cell Therapeutics Inc
Shares83.8K
Event2026-03-31
Filed2026-04-15
PPG
0.00%PPG Industries Inc
Shares1.2K
Event2026-03-31
Filed2026-04-15
BP
0.00%ADR BP PLC- II Sp
Shares2.8K
Event2026-03-31
Filed2026-04-15
NDAQ
0.00%NASDAQ Inc
Shares1.5K
Event2026-03-31
Filed2026-04-15
CIBR
0.00%First Tr Nasdaq Cybersecu ETF
Shares2.0K
Event2026-03-31
Filed2026-04-15
BAX
-9.60%Baxter International Inc
Shares7.5K
Event2026-03-31
Filed2026-04-15
Steris PLC
0.00%Steris PLC
Shares569
Event2026-03-31
Filed2026-04-15
ED
51.30%Consolidated Edison Inc
Shares1.1K
Event2026-03-31
Filed2026-04-15
CLX
-14.29%Clorox Co
Shares1.2K
Event2026-03-31
Filed2026-04-15
BHP
0.00%ADR BHP Billiton Ltd- III Sp
Shares1.7K
Event2026-03-31
Filed2026-04-15
EA
0.00%Electronic Arts Inc
Shares600
Event2026-03-31
Filed2026-04-15
VBK
0.00%Vanguard Small-Cap Growth ETF
Shares400
Event2026-03-31
Filed2026-04-15
PRU
0.00%Prudential Financial Inc
Shares1.2K
Event2026-03-31
Filed2026-04-15
GRO
0.00%Brazil Potash Corp
Shares36.9K
Event2026-03-31
Filed2026-04-15
VOT
0.00%Vanguard MidCap Growth Equity ETF
Shares464
Event2026-03-31
Filed2026-04-15
HYG
0.00%iShares iBoxx High Yield Corp Bond ETF
Shares1.5K
Event2026-03-31
Filed2026-04-15
IBKR
0.00%Interactive Brokers Group Inc
Shares1.7K
Event2026-03-31
Filed2026-04-15
OXY
0.56%Occidental Petroleum Corp
Shares1.8K
Event2026-03-31
Filed2026-04-15
VNQ
-2.26%Vanguard Real Estate ETF
Shares1.3K
Event2026-03-31
Filed2026-04-15
RSG
97.36%Republic Services Inc
Shares523
Event2026-03-31
Filed2026-04-15
CHD
0.41%Church & Dwight Co Inc
Shares1.2K
Event2026-03-31
Filed2026-04-15
HPE
-4.02%Hewlett Packard Enterprise Co
Shares4.8K
Event2026-03-31
Filed2026-04-15
VCSH
0.00%Vanguard S/T Corp Bond ETF
Shares1.4K
Event2026-03-31
Filed2026-04-15
SHY
691.18%iShares Lehman 1-3 Year Treasury Bond Fund
Shares1.3K
Event2026-03-31
Filed2026-04-15
COF
-6.35%Capital One Financial Corp
Shares605
Event2026-03-31
Filed2026-04-15
VRTX
0.41%Vertex Pharmaceuticals Inc
Shares245
Event2026-03-31
Filed2026-04-15
FAST
73.49%Fastenal Co
Shares2.4K
Event2026-03-31
Filed2026-04-15
VTR
-2.49%Ventas Inc
Shares1.3K
Event2026-03-31
Filed2026-04-15
MNST
0.36%Monster Beverage Corp
Shares1.4K
Event2026-03-31
Filed2026-04-15
AAON
0.00%AAON Inc
Shares1.2K
Event2026-03-31
Filed2026-04-15
SHW
0.32%Sherwin-Williams Co/The
Shares316
Event2026-03-31
Filed2026-04-15
IP
0.18%International Paper Co
Shares2.8K
Event2026-03-31
Filed2026-04-15
LNG
0.00%Cheniere Energy Inc
Shares349
Event2026-03-31
Filed2026-04-15
PEG
0.41%Public Service Enterprise Group
Shares1.2K
Event2026-03-31
Filed2026-04-15
NOW
-76.51%ServiceNow Inc
Shares940
Event2026-03-31
Filed2026-04-15
WSFS
0.00%WSFS Financial Corp
Shares1.5K
Event2026-03-31
Filed2026-04-15
HBAN
0.00%Huntington Bancshares Inc
Shares6.2K
Event2026-03-31
Filed2026-04-15
QTEC
0.00%First Tr Nasdaq100 Tech ETF
Shares444
Event2026-03-31
Filed2026-04-15
IWO
0.00%iShares Russell 2000 Growth Index ETF
Shares301
Event2026-03-31
Filed2026-04-15
FMAO
-38.72%Farmer & Merchants Bancorp Inc/OH
Shares3.6K
Event2026-03-31
Filed2026-04-15
SOLV
-2.15%Solventum Corp
Shares1.4K
Event2026-03-31
Filed2026-04-15
HEI.A
0.00%HEICO Corp-A
Shares435
Event2026-03-31
Filed2026-04-15
HP Inc
-10.13%HP Inc
Shares4.8K
Event2026-03-31
Filed2026-04-15
FDN
0.00%First Trust DJ Internet Index ETF
Shares388
Event2026-03-31
Filed2026-04-15
SPH
0.00%Suburban Propane Partners LP
Shares4.6K
Event2026-03-31
Filed2026-04-15
RING
0.00%iShares MSCI Global Gold Miners ETF
Shares1.1K
Event2026-03-31
Filed2026-04-15
CEFA
6.19%Global X S&P Catholic Value Dev exUS ETF
Shares2.4K
Event2026-03-31
Filed2026-04-15
GWW
0.00%Grainger W W Inc
Shares80
Event2026-03-31
Filed2026-04-15
XLV
0.00%SPDR Health Care Select ETF
Shares592
Event2026-03-31
Filed2026-04-15
LNT
0.00%Alliant Energy Corp
Shares1.2K
Event2026-03-31
Filed2026-04-15
FXL
0.00%First Trust Technology AlphaDEX ETF
Shares526
Event2026-03-31
Filed2026-04-15
IEFA
-30.26%iShares Core MSCI EAFE ETF
Shares922
Event2026-03-31
Filed2026-04-15
CBRE
-8.23%CBRE Group Inc
Shares613
Event2026-03-31
Filed2026-04-15
WMB
225.79%Williams Companies Inc/The
Shares1.1K
Event2026-03-31
Filed2026-04-15
WIP
0.00%SPDR DB Intl Gov Inflation-Protected Bond ETF
Shares2.1K
Event2026-03-31
Filed2026-04-15
TM
0.00%ADR Toyota Motor Corp- III Sp
Shares400
Event2026-03-31
Filed2026-04-15
TSCO
46.94%Tractor Supply Co
Shares1.8K
Event2026-03-31
Filed2026-04-15
PKG
120.11%Packaging Corp of America
Shares383
Event2026-03-31
Filed2026-04-15
XLI
0.00%SPDR Industrial Select Sector ETF
Shares500
Event2026-03-31
Filed2026-04-15
COWZ
0.00%Pacer US Cash Cows 100 ETF
Shares1.3K
Event2026-03-31
Filed2026-04-15
JPMorgan BetaBuilders Canada ETF
6950.00%JPMorgan BetaBuilders Canada ETF
Shares846
Event2026-03-31
Filed2026-04-15
ADM
0.00%Archer-Daniels-Midland Co
Shares1.1K
Event2026-03-31
Filed2026-04-15
PGR
6.78%Progressive Corp/The
Shares394
Event2026-03-31
Filed2026-04-15
ECL
50.00%Ecolab Inc
Shares291
Event2026-03-31
Filed2026-04-15
IWB
0.00%iShares Russell 1000 Index ETF
Shares215
Event2026-03-31
Filed2026-04-15
VEU
6.95%Vanguard FTSE All-World Ex-US ETF
Shares1.0K
Event2026-03-31
Filed2026-04-15
SCHF
0.00%Schwab Internatl Equity ETF
Shares3.0K
Event2026-03-31
Filed2026-04-15
FLEX
0.00%Flex Ltd
Shares1.1K
Event2026-03-31
Filed2026-04-15
FI
0.00%Fiserv Inc
Shares1.3K
Event2026-03-31
Filed2026-04-15
GPC
0.72%Genuine Parts Co
Shares695
Event2026-03-31
Filed2026-04-15
O
-23.74%Realty Income Corp
Shares1.2K
Event2026-03-31
Filed2026-04-15
BR
0.22%Broadridge Financial Solutions Inc
Shares451
Event2026-03-31
Filed2026-04-15
SPDW
NewSPDR Portf Developed World ex-US ETF
Shares1.6K
Event2026-03-31
Filed2026-04-15
BUD
0.00%ADR Anheuser-Busch InBev- II Sp
Shares1.1K
Event2026-03-31
Filed2026-04-15
EMN
0.00%Eastman Chemical Company
Shares951
Event2026-03-31
Filed2026-04-15
RYN
0.00%Rayonier Inc
Shares3.4K
Event2026-03-31
Filed2026-04-15
JPMorgan BetaBuilders Japan ETF
1758.18%JPMorgan BetaBuilders Japan ETF
Shares1.0K
Event2026-03-31
Filed2026-04-15
BSV
79.28%Vanguard Short-Term Bond ETF
Shares891
Event2026-03-31
Filed2026-04-15
BIV
0.00%Vanguard Intermediate-Term Bond ETF
Shares900
Event2026-03-31
Filed2026-04-15
VCR
0.00%Vanguard Consumer Discretionary ETF
Shares193
Event2026-03-31
Filed2026-04-15
GOVT
0.00%iShares US Tsy Bond ETF
Shares3.0K
Event2026-03-31
Filed2026-04-15
KR
26.95%Kroger Co/The
Shares928
Event2026-03-31
Filed2026-04-15
RAL
-21.96%Ralliant Corp
Shares1.6K
Event2026-03-31
Filed2026-04-15
VOE
0.00%Vanguard Mid-Cap Value ETF
Shares357
Event2026-03-31
Filed2026-04-15
RS
0.00%Reliance Inc
Shares216
Event2026-03-31
Filed2026-04-15
Six Flags Entertainment Corp
-12.45%Six Flags Entertainment Corp
Shares3.7K
Event2026-03-31
Filed2026-04-15
FXR
0.00%First Trust Industrials/Producer Durable ETF
Shares780
Event2026-03-31
Filed2026-04-15
NTR
0.00%Nutrien Ltd
Shares840
Event2026-03-31
Filed2026-04-15
CACI
0.00%CACI International Inc-A
Shares116
Event2026-03-31
Filed2026-04-15
SJM
0.00%JM Smucker Co/The
Shares652
Event2026-03-31
Filed2026-04-15
ORI
0.00%Old Republic International Corp
Shares1.6K
Event2026-03-31
Filed2026-04-15
Stanley Black & Decker Inc
0.57%Stanley Black & Decker Inc
Shares875
Event2026-03-31
Filed2026-04-15
PAVE
0.00%Global X US Infrastructure
Shares1.2K
Event2026-03-31
Filed2026-04-15
GTLS
0.00%Chart Industries Inc
Shares300
Event2026-03-31
Filed2026-04-15
AES
0.00%AES Corp
Shares4.4K
Event2026-03-31
Filed2026-04-15
XLK
17.68%SPDR Technology Select Sector ETF
Shares466
Event2026-03-31
Filed2026-04-15
HAL
-1.86%Halliburton Company
Shares1.6K
Event2026-03-31
Filed2026-04-15
ALC
-19.69%Alcon Inc
Shares820
Event2026-03-31
Filed2026-04-15
UTF
0.00%Cohen & Steers Infrastructure Fund
Shares2.4K
Event2026-03-31
Filed2026-04-15
MPWR
-15.15%Monolithic Power Systems Inc
Shares56
Event2026-03-31
Filed2026-04-15
MSI
-14.55%Motorola Solutions Inc
Shares141
Event2026-03-31
Filed2026-04-15
CMG
-7.95%Chipotle Mexican Grill Inc
Shares1.9K
Event2026-03-31
Filed2026-04-15
GEHC
0.00%GE Healthcare Technologies Inc
Shares839
Event2026-03-31
Filed2026-04-15
ATR
0.00%AptarGroup Inc
Shares470
Event2026-03-31
Filed2026-04-15
L
-15.38%Loews Corp
Shares550
Event2026-03-31
Filed2026-04-15
IWN
-14.17%iShares Russell 2000 Value ETF
Shares309
Event2026-03-31
Filed2026-04-15
SCHP
0.00%Schwab US TIPs ETF
Shares2.2K
Event2026-03-31
Filed2026-04-15
EL
0.64%Estee Lauder Companies Inc/The-A
Shares789
Event2026-03-31
Filed2026-04-15
RFG
0.00%Invesco S&P Midcap 400 Pure Growth ETF
Shares1.0K
Event2026-03-31
Filed2026-04-15
WCN
26.47%Waste Connections Inc
Shares344
Event2026-03-31
Filed2026-04-15
RCL
99.02%Royal Caribbean Cruises Ltd
Shares203
Event2026-03-31
Filed2026-04-15
RZG
0.00%Invesco S&P SmC 600 Pure Gwth ETF
Shares975
Event2026-03-31
Filed2026-04-15
BKR
246.18%Baker Hughes Co
Shares907
Event2026-03-31
Filed2026-04-15
IVT
0.00%InvenTrust Properties Corp
Shares1.7K
Event2026-03-31
Filed2026-04-15
GSLC
NewGoldman Sachs ActiveBeta US Lg Cap ETF
Shares418
Event2026-03-31
Filed2026-04-15
BBN
0.00%Blackrock Build America Bond
Shares3.2K
Event2026-03-31
Filed2026-04-15
EQR
0.58%Equity Residential Properties Trust
Shares862
Event2026-03-31
Filed2026-04-15
BBAX
NewJPMorgan Betabuilders AsiaP)acific exJapan ET
Shares856
Event2026-03-31
Filed2026-04-15
TDIV
0.00%First Trust Nasdaq Tech Div ETF
Shares540
Event2026-03-31
Filed2026-04-15
GGG
0.00%Graco Inc
Shares597
Event2026-03-31
Filed2026-04-15
ACA
0.00%Arcosa Inc
Shares462
Event2026-03-31
Filed2026-04-15
SCI
0.00%Service Corp Intl
Shares591
Event2026-03-31
Filed2026-04-15
SPTM
0.00%SPDR S&P 1500 Composite Stk Mkt ETF
Shares609
Event2026-03-31
Filed2026-04-15
ADR National Grid PLC SpA
37.05%ADR National Grid PLC SpA
Shares566
Event2026-03-31
Filed2026-04-15
VIGI
0.00%Vanguard Intl DVD Apprec Index ETF
Shares540
Event2026-03-31
Filed2026-04-15
VHT
0.00%Vanguard Health Care ETF
Shares175
Event2026-03-31
Filed2026-04-15
Versant Media Group Inc
NewVersant Media Group Inc
Shares1.3K
Event2026-03-31
Filed2026-04-15
R
0.00%Ryder System Inc
Shares232
Event2026-03-31
Filed2026-04-15
LYG
NewADR Lloyds TSB Group PLC SA
Shares9.4K
Event2026-03-31
Filed2026-04-15
DTM
0.00%DT Midstream Inc
Shares350
Event2026-03-31
Filed2026-04-15
OKE
0.00%ONEOK Inc
Shares518
Event2026-03-31
Filed2026-04-15
NI
0.00%NiSource Inc
Shares1.0K
Event2026-03-31
Filed2026-04-15
CNC
0.35%Centene Corp
Shares1.4K
Event2026-03-31
Filed2026-04-15
IJT
0.00%iShares S&P SmallCap 600 Growth ETF
Shares308
Event2026-03-31
Filed2026-04-15
SPIB
0.00%SPDR Portf Inter Term Corp Bond ETF
Shares1.3K
Event2026-03-31
Filed2026-04-15
UPGD
0.00%Invesco Raymond James SB-1 ETF
Shares600
Event2026-03-31
Filed2026-04-15
DIA
0.00%SPDR Dow Jones Industrial Avg ETF
Shares94
Event2026-03-31
Filed2026-04-15
MIDD
0.00%Middleby Corp/The
Shares328
Event2026-03-31
Filed2026-04-15
VCIT
110.00%Vanguard Inter-Term Corporate Bond ETF
Shares525
Event2026-03-31
Filed2026-04-15
RGA
-26.13%Reinsurance Group of America
Shares212
Event2026-03-31
Filed2026-04-15
AVT
NewAvnet Inc
Shares699
Event2026-03-31
Filed2026-04-15
STLD
0.00%Steel Dynamics Inc
Shares238
Event2026-03-31
Filed2026-04-15
MPLX
0.00%MPLX LP
Shares750
Event2026-03-31
Filed2026-04-15
EXPE
0.00%Expedia Inc
Shares185
Event2026-03-31
Filed2026-04-15
VNT
-3.69%Vontier Corp
Shares1.2K
Event2026-03-31
Filed2026-04-15
ICOP
NewiShares Copper & Metals Mining ETF
Shares891
Event2026-03-31
Filed2026-04-15
IBB
0.00%iShares Nasdaq Biotechnology Index ETF
Shares250
Event2026-03-31
Filed2026-04-15
BGT
0.00%Blackrock Global Floating Rate Income Fund
Shares3.9K
Event2026-03-31
Filed2026-04-15
AA
0.00%Alcoa Corp
Shares622
Event2026-03-31
Filed2026-04-15
VTRS
0.00%Viatris Inc
Shares3.0K
Event2026-03-31
Filed2026-04-15
RIO
0.00%ADR Rio Tinto PLC SA
Shares429
Event2026-03-31
Filed2026-04-15
GDDY
0.00%Godaddy Inc
Shares483
Event2026-03-31
Filed2026-04-15
USHY
0.00%iShares Broad USD High Yield Corp ETF
Shares1.1K
Event2026-03-31
Filed2026-04-15
VKQ
0.00%Invesco Van Kampen Municipal Trust
Shares4.1K
Event2026-03-31
Filed2026-04-15
HMC
0.00%ADR Honda Motor Co Ltd- II Sp
Shares1.6K
Event2026-03-31
Filed2026-04-15
TRN
0.00%Trinity Industries Inc
Shares1.2K
Event2026-03-31
Filed2026-04-15
HXL
0.00%Hexcel Corp
Shares462
Event2026-03-31
Filed2026-04-15
CF
0.00%CF Industries Holdings Inc
Shares287
Event2026-03-31
Filed2026-04-15
GM
0.00%General Motors Co
Shares500
Event2026-03-31
Filed2026-04-15
BCO
0.00%Brink's Co/The
Shares357
Event2026-03-31
Filed2026-04-15
NDSN
0.73%Nordson Corp
Shares138
Event2026-03-31
Filed2026-04-15
IWS
0.00%iShares Russell MidCap Value ETF
Shares251
Event2026-03-31
Filed2026-04-15
DAR
0.00%Darling Ingredients Inc
Shares581
Event2026-03-31
Filed2026-04-15
IJS
0.00%iShares S&P SmallCap 600 Value ETF
Shares303
Event2026-03-31
Filed2026-04-15
URI
2.08%United Rentals Inc
Shares49
Event2026-03-31
Filed2026-04-15
ALSN
0.00%Allison Transmission Holding Inc
Shares300
Event2026-03-31
Filed2026-04-15
HSY
0.00%Hershey Co/The
Shares167
Event2026-03-31
Filed2026-04-15
SMH
0.00%VanEck Semiconductor ETF
Shares90
Event2026-03-31
Filed2026-04-15
Thomson Reuters Corp.
0.00%Thomson Reuters Corp.
Shares381
Event2026-03-31
Filed2026-04-15
AVB
0.00%AvalonBay Communities Inc
Shares209
Event2026-03-31
Filed2026-04-15
RGLD
0.00%Royal Gold Inc
Shares134
Event2026-03-31
Filed2026-04-15
iShares Gold Trust ETF
0.00%iShares Gold Trust ETF
Shares384
Event2026-03-31
Filed2026-04-15
IVLU
281.61%iShares MSCI Internatl Value Factor ETF
Shares851
Event2026-03-31
Filed2026-04-15
TLT
NewiShares 20plus yr Treasury Bond ETF
Shares386
Event2026-03-31
Filed2026-04-15
FTS
0.00%Fortis Inc
Shares597
Event2026-03-31
Filed2026-04-15
Aon PLC-A
61.90%Aon PLC-A
Shares102
Event2026-03-31
Filed2026-04-15
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