Sponsored
The Analysis of TRUST CO OF VERMONT's Holdings & P&L
Currently, TRUST CO OF VERMONT holds 1131 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in VTIP (+282.2K shares, valued at $14.0M), N/A (+10.6K shares, valued at $6.6M), N/A (+17.9K shares, valued at $6.2M); decreased their positions in N/A (-27.6K shares, valued at $7.4M), UNP (-14.9K shares, valued at $3.5M), CMCSA (-72.3K shares, valued at $2.2M); initiated new positions in N/A (+30.6K shares, valued at $2.0M), VRT (+1.6K shares, valued at $259.9K), SCHZ (+9.1K shares, valued at $212.8K).
1M P&L
+53.3M+2.54%
3M P&L
+9.8M+0.46%
HY P&L
+113.8M+5.58%
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/A276.4M
13.7%
2Software - Infrastructure160.0M
7.9%
3Consumer Electronics158.5M
7.8%
Top Industries by Stock Count
1N/A311 stocks
29.9%
2Banks - Regional34 stocks
3.3%
3Software - Application27 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Berkshire Hathaway Inc Del Cl B New Berkshire Hathaway Inc Del Cl B New125.2K shares1.70%2025-12-312026-01-16
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Invesco S&P 500 Low Volatility ETF Invesco S&P 500 Low Volatility ETF7.6K shares0.00%2025-12-312026-01-16
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Canadian Pacific Kansas City Ltd Canadian Pacific Kansas City Ltd2.5K shares-10.68%2025-12-312026-01-16
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AAPL
2.72%Apple Inc
Shares582.5K
Event2025-12-31
Filed2026-01-16
Alphabet Inc Cap Stk Cl C
-1.16%Alphabet Inc Cap Stk Cl C
Shares375.2K
Event2025-12-31
Filed2026-01-16
MSFT
1.72%Microsoft Corp
Shares237.7K
Event2025-12-31
Filed2026-01-16
AMZN
1.63%Amazon Com Inc
Shares323.3K
Event2025-12-31
Filed2026-01-16
JPM
-0.41%JP Morgan Chase & Co
Shares210.0K
Event2025-12-31
Filed2026-01-16
NVDA
1.22%Nvidia Corporation
Shares348.7K
Event2025-12-31
Filed2026-01-16
Berkshire Hathaway Inc Del Cl B New
1.70%Berkshire Hathaway Inc Del Cl B New
Shares125.2K
Event2025-12-31
Filed2026-01-16
COST
1.26%Costco Wholesale Corporation
Shares52.2K
Event2025-12-31
Filed2026-01-16
META
7.12%Meta Platforms Inc
Shares66.1K
Event2025-12-31
Filed2026-01-16
Vanguard Idx Fds S&P 500 ETF
18.81%Vanguard Idx Fds S&P 500 ETF
Shares66.6K
Event2025-12-31
Filed2026-01-16
JNJ
7.29%Johnson & Johnson
Shares191.0K
Event2025-12-31
Filed2026-01-16
ABBV
-3.38%Abbvie Inc
Shares168.6K
Event2025-12-31
Filed2026-01-16
VTIP
62.67%Vanguard Short Term Inflation Prot Secs ETF
Shares732.5K
Event2025-12-31
Filed2026-01-16
PANW
4.46%Palo Alto Networks Inc
Shares185.3K
Event2025-12-31
Filed2026-01-16
AMAT
-0.87%Applied Materials Inc
Shares130.5K
Event2025-12-31
Filed2026-01-16
NEE
3.46%Nextera Energy Inc
Shares413.7K
Event2025-12-31
Filed2026-01-16
MA
-0.67%Mastercard Inc
Shares57.6K
Event2025-12-31
Filed2026-01-16
Blackrock Inc
0.63%Blackrock Inc
Shares27.8K
Event2025-12-31
Filed2026-01-16
Alphabet Inc Cap Stk Cl A
1.29%Alphabet Inc Cap Stk Cl A
Shares91.0K
Event2025-12-31
Filed2026-01-16
TSM
10.65%Taiwan Semiconductor Manufacturing Co
Shares91.6K
Event2025-12-31
Filed2026-01-16
TMO
-0.05%Thermo Fisher Scientific Inc
Shares48.0K
Event2025-12-31
Filed2026-01-16
IJH
7.81%IShares Core S&P Mid-Cap ETF
Shares415.5K
Event2025-12-31
Filed2026-01-16
PG
-1.29%Procter & Gamble Co
Shares188.9K
Event2025-12-31
Filed2026-01-16
LOW
3.37%Lowes Companies Inc
Shares106.7K
Event2025-12-31
Filed2026-01-16
RTX
-1.89%RTX Corporation
Shares139.2K
Event2025-12-31
Filed2026-01-16
VHT
17.23%Vanguard Health Care ETF
Shares85.6K
Event2025-12-31
Filed2026-01-16
V
2.86%Visa Inc
Shares69.8K
Event2025-12-31
Filed2026-01-16
ABT
-1.04%Abbott Laboratories
Shares187.4K
Event2025-12-31
Filed2026-01-16
EMR
3.56%Emerson Electric Co
Shares163.8K
Event2025-12-31
Filed2026-01-16
CRM
10.84%Salesforce Inc
Shares80.2K
Event2025-12-31
Filed2026-01-16
IJR
4.38%IShares Core S&P Small-Cap ETF
Shares174.8K
Event2025-12-31
Filed2026-01-16
HD
4.06%Home Depot
Shares58.3K
Event2025-12-31
Filed2026-01-16
UNP
-15.02%Union Pacific Corp
Shares84.6K
Event2025-12-31
Filed2026-01-16
ADI
2.99%Analog Devices Inc
Shares69.3K
Event2025-12-31
Filed2026-01-16
ECL
1.16%Ecolab Inc
Shares70.2K
Event2025-12-31
Filed2026-01-16
HON
-2.12%Honeywell Intl Inc
Shares93.3K
Event2025-12-31
Filed2026-01-16
INTU
0.43%Intuit
Shares27.2K
Event2025-12-31
Filed2026-01-16
CME
4.49%CME Group Inc
Shares65.9K
Event2025-12-31
Filed2026-01-16
WMT
-3.54%Wal Mart Stores Inc
Shares160.3K
Event2025-12-31
Filed2026-01-16
PEP
-2.35%Pepsico Inc
Shares115.2K
Event2025-12-31
Filed2026-01-16
Eaton Corp PLC
5.44%Eaton Corp PLC
Shares50.2K
Event2025-12-31
Filed2026-01-16
O
4.21%Realty Income Corporation
Shares281.8K
Event2025-12-31
Filed2026-01-16
CSCO
0.25%Cisco Sys Inc
Shares203.5K
Event2025-12-31
Filed2026-01-16
CVX
-5.69%Chevron Corporation
Shares99.5K
Event2025-12-31
Filed2026-01-16
ADP
1.08%Automatic Data Processing
Shares58.7K
Event2025-12-31
Filed2026-01-16
XOM
-5.38%Exxon Mobil Corp
Shares121.0K
Event2025-12-31
Filed2026-01-16
MCD
-4.45%McDonalds Corp
Shares46.3K
Event2025-12-31
Filed2026-01-16
Accenture PLC Ireland
-34.40%Accenture PLC Ireland
Shares52.6K
Event2025-12-31
Filed2026-01-16
BKNG
0.35%Booking Holdings Inc
Shares2.6K
Event2025-12-31
Filed2026-01-16
Broadcom Inc
102.22%Broadcom Inc
Shares35.5K
Event2025-12-31
Filed2026-01-16
IBM
-8.98%Intl Business Machines
Shares41.0K
Event2025-12-31
Filed2026-01-16
TJX
2.15%TJX Cos Inc
Shares78.5K
Event2025-12-31
Filed2026-01-16
VEA
8.53%Vanguard FTSE Dev Mkts ETF
Shares187.7K
Event2025-12-31
Filed2026-01-16
Merck & Co Inc New
-0.49%Merck & Co Inc New
Shares106.5K
Event2025-12-31
Filed2026-01-16
SYK
-0.73%Stryker Corp
Shares31.8K
Event2025-12-31
Filed2026-01-16
APD
-3.87%Air Products & Chemical Inc
Shares42.5K
Event2025-12-31
Filed2026-01-16
VEU
18.66%Vanguard FTSE All-World ex-US ETF
Shares136.3K
Event2025-12-31
Filed2026-01-16
VTI
14.05%Vanguard Total Stock Mkt ETF
Shares29.9K
Event2025-12-31
Filed2026-01-16
ITW
-1.65%Illinois Tool Wks Inc
Shares40.2K
Event2025-12-31
Filed2026-01-16
SPY
-2.43%SPDR S&P 500 ETF
Shares14.3K
Event2025-12-31
Filed2026-01-16
SGOV
13.63%Ishares 0-3 Month Treasury Bond ETF
Shares96.6K
Event2025-12-31
Filed2026-01-16
ICE
-1.15%Intercontinental Exchange Inc
Shares58.2K
Event2025-12-31
Filed2026-01-16
VIG
16.74%Vanguard Dividend Appreciation ETF
Shares42.6K
Event2025-12-31
Filed2026-01-16
ENB
-2.24%Enbridge Inc
Shares191.4K
Event2025-12-31
Filed2026-01-16
AXP
3.56%American Express Co
Shares24.6K
Event2025-12-31
Filed2026-01-16
LLY
-5.76%Eli Lilly & Company
Shares8.5K
Event2025-12-31
Filed2026-01-16
ORCL
1.92%Oracle Corporation
Shares45.4K
Event2025-12-31
Filed2026-01-16
NSC
-1.44%Norfolk Southern Corp
Shares30.3K
Event2025-12-31
Filed2026-01-16
PLD
11.23%ProLogis Inc
Shares67.0K
Event2025-12-31
Filed2026-01-16
CMI
5.57%Cummins Inc
Shares15.9K
Event2025-12-31
Filed2026-01-16
DE
-1.51%Deere & Co
Shares17.2K
Event2025-12-31
Filed2026-01-16
SBUX
-7.55%Starbucks Corp
Shares92.8K
Event2025-12-31
Filed2026-01-16
IVV
4.99%IShares S&P 500 Index Fund
Shares11.4K
Event2025-12-31
Filed2026-01-16
CHD
-4.34%Church & Dwight Co Inc
Shares90.0K
Event2025-12-31
Filed2026-01-16
BDX
-18.17%Becton Dickinson & Company
Shares38.6K
Event2025-12-31
Filed2026-01-16
AMGN
-0.72%Amgen Inc
Shares22.5K
Event2025-12-31
Filed2026-01-16
Invesco QQQ Trust ETF
1.57%Invesco QQQ Trust ETF
Shares11.7K
Event2025-12-31
Filed2026-01-16
LMT
0.38%Lockheed Martin Corp
Shares14.7K
Event2025-12-31
Filed2026-01-16
AMT
-6.81%American Tower REIT
Shares40.1K
Event2025-12-31
Filed2026-01-16
VWO
18.57%Vanguard Emerging Markets ETF
Shares127.4K
Event2025-12-31
Filed2026-01-16
WM
0.30%Waste Management Inc New
Shares31.1K
Event2025-12-31
Filed2026-01-16
CAT
-1.96%Caterpillar Inc
Shares11.7K
Event2025-12-31
Filed2026-01-16
CTVA
3.84%Corteva Inc
Shares96.0K
Event2025-12-31
Filed2026-01-16
TMUS
2.93%T Mobile US Inc
Shares31.4K
Event2025-12-31
Filed2026-01-16
CB
-0.29%Chubb Ltd
Shares20.3K
Event2025-12-31
Filed2026-01-16
NVS
0.01%Novartis AG ADR
Shares45.7K
Event2025-12-31
Filed2026-01-16
LNG
21.89%Cheniere Energy Inc New
Shares30.3K
Event2025-12-31
Filed2026-01-16
BND
-0.31%Vanguard Bond Index Fd ETF
Shares72.5K
Event2025-12-31
Filed2026-01-16
DHR
1.28%Danaher Corp
Shares23.0K
Event2025-12-31
Filed2026-01-16
ALL
1.88%Allstate Corp
Shares25.3K
Event2025-12-31
Filed2026-01-16
ADSK
-5.40%Autodesk Inc
Shares17.0K
Event2025-12-31
Filed2026-01-16
TD
-4.96%Toronto Dominion Bank New
Shares53.3K
Event2025-12-31
Filed2026-01-16
BAC
-4.81%Bank Of America Corp
Shares88.5K
Event2025-12-31
Filed2026-01-16
VGT
2.18%Vanguard Information Technology ETF
Shares6.4K
Event2025-12-31
Filed2026-01-16
COF
-0.89%Capital One Financial Corp
Shares19.9K
Event2025-12-31
Filed2026-01-16
DIS
-10.95%Disney Walt Company
Shares40.7K
Event2025-12-31
Filed2026-01-16
PFE
-14.80%Pfizer Inc
Shares184.6K
Event2025-12-31
Filed2026-01-16
ADBE
-19.05%Adobe Inc
Shares13.0K
Event2025-12-31
Filed2026-01-16
Cigna Group
-2.13%Cigna Group
Shares16.4K
Event2025-12-31
Filed2026-01-16
GLD
10.70%SPDR Gold Shares
Shares11.1K
Event2025-12-31
Filed2026-01-16
VZ
-4.69%Verizon Communications Inc
Shares103.1K
Event2025-12-31
Filed2026-01-16
PAYX
-0.16%Paychex Inc
Shares36.5K
Event2025-12-31
Filed2026-01-16
KO
-1.17%Coca Cola Co
Shares58.2K
Event2025-12-31
Filed2026-01-16
MDLZ
-1.14%Mondelez Intl Inc
Shares75.2K
Event2025-12-31
Filed2026-01-16
TPG
6.93%TPG Inc Cl A
Shares61.6K
Event2025-12-31
Filed2026-01-16
VYM
1.99%Vanguard High Dividend Yld ETF
Shares26.7K
Event2025-12-31
Filed2026-01-16
Medtronic Hldg Ltd
-8.40%Medtronic Hldg Ltd
Shares39.9K
Event2025-12-31
Filed2026-01-16
Lam Research Corp New
-1.22%Lam Research Corp New
Shares22.1K
Event2025-12-31
Filed2026-01-16
MKC
-7.30%McCormick & Co Inc
Shares55.3K
Event2025-12-31
Filed2026-01-16
PAG
-0.32%Penske Automotive Group Inc
Shares23.3K
Event2025-12-31
Filed2026-01-16
Linde PLC
-0.70%Linde PLC
Shares8.5K
Event2025-12-31
Filed2026-01-16
VGSH
139.82%Vanguard Short Term Treas ETF
Shares59.8K
Event2025-12-31
Filed2026-01-16
USB
-3.20%US Bancorp Del
Shares64.2K
Event2025-12-31
Filed2026-01-16
NKE
-10.17%Nike Inc Cl B
Shares51.8K
Event2025-12-31
Filed2026-01-16
SPGI
0.86%S&P Global Inc
Shares6.2K
Event2025-12-31
Filed2026-01-16
GE Aerospace
4.60%GE Aerospace
Shares10.3K
Event2025-12-31
Filed2026-01-16
TSLA
2.38%Tesla Motors Inc
Shares6.9K
Event2025-12-31
Filed2026-01-16
VO
7.16%Vanguard Mid Cap ETF
Shares10.4K
Event2025-12-31
Filed2026-01-16
BMY
-2.57%Bristol Myers Squibb Co
Shares55.0K
Event2025-12-31
Filed2026-01-16
MTB
-6.69%M & T Bank Corporation
Shares13.9K
Event2025-12-31
Filed2026-01-16
ISRG
0.56%Intuitive Surgical Inc
Shares4.7K
Event2025-12-31
Filed2026-01-16
CSX
0.00%CSX Corp
Shares71.2K
Event2025-12-31
Filed2026-01-16
UNH
-9.69%UnitedHealth Group Inc
Shares7.8K
Event2025-12-31
Filed2026-01-16
T
5.61%AT&T Inc
Shares102.0K
Event2025-12-31
Filed2026-01-16
TXN
-1.41%Texas Instruments Inc
Shares14.6K
Event2025-12-31
Filed2026-01-16
MO
1.12%Altria Group Inc
Shares42.7K
Event2025-12-31
Filed2026-01-16
CVS
-9.41%CVS Health Corp
Shares30.9K
Event2025-12-31
Filed2026-01-16
QDF
0.00%Flexshs Quality Divd Index ETF
Shares30.1K
Event2025-12-31
Filed2026-01-16
CMCSA
-47.16%Comcast Corp Cl A
Shares81.0K
Event2025-12-31
Filed2026-01-16
ATO
-0.87%Atmos Energy Corp
Shares14.1K
Event2025-12-31
Filed2026-01-16
UBER
1710.34%Uber Technologies Inc
Shares28.5K
Event2025-12-31
Filed2026-01-16
CCK
-0.94%Crown Holdings Inc
Shares22.5K
Event2025-12-31
Filed2026-01-16
General Dynamics Corp
0.06%General Dynamics Corp
Shares6.9K
Event2025-12-31
Filed2026-01-16
MS
-7.85%Morgan Stanley
Shares12.9K
Event2025-12-31
Filed2026-01-16
BHB
-0.30%Bar Harbor Bankshares
Shares73.1K
Event2025-12-31
Filed2026-01-16
EFA
0.45%IShares MSCI EAFE Index Fd
Shares22.5K
Event2025-12-31
Filed2026-01-16
FSLR
-2.65%First Solar Inc
Shares8.2K
Event2025-12-31
Filed2026-01-16
SCHB
48.75%Schwab Strategic Tr US Broad Mkt ETF
Shares81.3K
Event2025-12-31
Filed2026-01-16
BN
43.77%Brookfield Corp
Shares46.0K
Event2025-12-31
Filed2026-01-16
SO
-0.40%Southern Co
Shares23.1K
Event2025-12-31
Filed2026-01-16
Unilever PLC New
NewUnilever PLC New
Shares30.6K
Event2025-12-31
Filed2026-01-16
MMM
-20.66%3M
Shares12.1K
Event2025-12-31
Filed2026-01-16
CARR
-1.34%Carrier Global Corporation
Shares36.4K
Event2025-12-31
Filed2026-01-16
CL
12.64%Colgate-Palmolive Co
Shares24.3K
Event2025-12-31
Filed2026-01-16
QCOM
11.87%Qualcomm Inc
Shares10.6K
Event2025-12-31
Filed2026-01-16
BNDX
84.24%Vanguard Total Intl Bond ETF
Shares37.6K
Event2025-12-31
Filed2026-01-16
AROW
-1.74%Arrow Financial Corp
Shares56.4K
Event2025-12-31
Filed2026-01-16
Match Group Inc New
3.92%Match Group Inc New
Shares54.3K
Event2025-12-31
Filed2026-01-16
PM
-4.46%Philip Morris Intl Inc
Shares10.9K
Event2025-12-31
Filed2026-01-16
VB
-22.30%Vanguard Small-Cap ETF
Shares6.5K
Event2025-12-31
Filed2026-01-16
VIGI
0.00%Vanguard Intl Divd Appreciation ETF
Shares18.3K
Event2025-12-31
Filed2026-01-16
TRV
5.20%Travelers Cos Inc
Shares5.7K
Event2025-12-31
Filed2026-01-16
IJK
0.00%IShares S&P Midcap 400 Growth Index Fund
Shares16.9K
Event2025-12-31
Filed2026-01-16
CLX
-26.88%Clorox Company
Shares16.2K
Event2025-12-31
Filed2026-01-16
AZO
0.21%Autozone Inc
Shares477
Event2025-12-31
Filed2026-01-16
GEV
8.18%GE Vernova Inc
Shares2.5K
Event2025-12-31
Filed2026-01-16
IEFA
6.45%IShares Core MSCI EAFE ETF
Shares17.9K
Event2025-12-31
Filed2026-01-16
VBR
-5.21%Vanguard Small Cap Value ETF
Shares7.5K
Event2025-12-31
Filed2026-01-16
UPS
-4.50%United Parcel Svc Inc Cl B
Shares16.0K
Event2025-12-31
Filed2026-01-16
INTC
-3.38%Intel Corp
Shares42.9K
Event2025-12-31
Filed2026-01-16
Duke Energy Corp New
3.61%Duke Energy Corp New
Shares13.5K
Event2025-12-31
Filed2026-01-16
IJJ
177.90%IShares S&P Midcap 400 Value Index Fd
Shares12.0K
Event2025-12-31
Filed2026-01-16
VTV
3.69%Vanguard Value ETF
Shares8.2K
Event2025-12-31
Filed2026-01-16
VOE
-10.85%Vanguard Mid-Cap Value ETF
Shares8.5K
Event2025-12-31
Filed2026-01-16
SDY
0.74%State Street SPDR S&P Dividend ETF
Shares10.8K
Event2025-12-31
Filed2026-01-16
COP
-4.56%Conocophillips
Shares15.9K
Event2025-12-31
Filed2026-01-16
AMP
0.33%Ameriprise Financial Inc
Shares3.0K
Event2025-12-31
Filed2026-01-16
VUG
6.86%Vanguard Growth ETF
Shares3.0K
Event2025-12-31
Filed2026-01-16
PH
4.62%Parker Hannifin Corp
Shares1.7K
Event2025-12-31
Filed2026-01-16
GILD
-0.95%Gilead Sciences Inc
Shares12.0K
Event2025-12-31
Filed2026-01-16
TFC
-3.08%Truist Finl Corp
Shares29.1K
Event2025-12-31
Filed2026-01-16
SNEX
0.00%Stonex Group Inc
Shares14.7K
Event2025-12-31
Filed2026-01-16
AFL
6.27%Aflac Incorporated
Shares12.4K
Event2025-12-31
Filed2026-01-16
MKL
-9.87%Markel Group Inc
Shares630
Event2025-12-31
Filed2026-01-16
BK
1.36%Bank New York Mellon Corp
Shares11.7K
Event2025-12-31
Filed2026-01-16
KMB
-9.01%Kimberly-Clark Corp
Shares13.2K
Event2025-12-31
Filed2026-01-16
EBAY
-0.70%Ebay Inc
Shares15.3K
Event2025-12-31
Filed2026-01-16
PYPL
-6.41%Paypal Hldgs Inc
Shares22.8K
Event2025-12-31
Filed2026-01-16
KLAC
0.18%KLA Corporation
Shares1.1K
Event2025-12-31
Filed2026-01-16
IWM
197.57%IShares Russell 2000
Shares5.4K
Event2025-12-31
Filed2026-01-16
DLR
-0.23%Digital Realty Trust Inc
Shares8.6K
Event2025-12-31
Filed2026-01-16
NVO
1.12%Novo Nordisk A/S ADR
Shares25.9K
Event2025-12-31
Filed2026-01-16
TPL
200.00%Texas Pacific Land Corporation
Shares4.5K
Event2025-12-31
Filed2026-01-16
TGT
-1.89%Target Corp
Shares12.8K
Event2025-12-31
Filed2026-01-16
AMD
5.31%Advanced Micro Devices Inc
Shares5.7K
Event2025-12-31
Filed2026-01-16
WRB
-0.97%Berkley W R Corp
Shares17.0K
Event2025-12-31
Filed2026-01-16
VRSN
0.00%Verisign Inc
Shares4.9K
Event2025-12-31
Filed2026-01-16
BSV
3.85%Vanguard Short-Term Bond ETF
Shares14.9K
Event2025-12-31
Filed2026-01-16
ROK
67.33%Rockwell Automation Inc
Shares3.0K
Event2025-12-31
Filed2026-01-16
TAN
-2.52%Invesco Solar ETF
Shares23.7K
Event2025-12-31
Filed2026-01-16
MDY
58.00%SPDR S&P MidCap 400
Shares1.9K
Event2025-12-31
Filed2026-01-16
POR
30.01%Portland General Electric
Shares23.6K
Event2025-12-31
Filed2026-01-16
GS
2.08%Goldman Sachs Group
Shares1.3K
Event2025-12-31
Filed2026-01-16
OTIS
-1.57%Otis Worldwide Corp
Shares12.8K
Event2025-12-31
Filed2026-01-16
BIV
-4.10%Vanguard Intermediate-Term Bond ETF
Shares13.5K
Event2025-12-31
Filed2026-01-16
IWF
1.20%IShares Russell 1000 Growth ETF
Shares2.2K
Event2025-12-31
Filed2026-01-16
TROW
-9.88%Price T Rowe Group Inc
Shares10.1K
Event2025-12-31
Filed2026-01-16
MAR
-0.12%Marriott International Inc Cl A
Shares3.3K
Event2025-12-31
Filed2026-01-16
WFC
-9.22%Wells Fargo & Company New
Shares11.0K
Event2025-12-31
Filed2026-01-16
SLV
6.40%IShares Silver Trust
Shares15.6K
Event2025-12-31
Filed2026-01-16
CTRA
21.45%Coterra Energy Inc
Shares37.4K
Event2025-12-31
Filed2026-01-16
XYL
26.53%Xylem Inc
Shares7.2K
Event2025-12-31
Filed2026-01-16
IEMG
-12.06%IShares Core MSCI Emer Mkts ETF
Shares14.5K
Event2025-12-31
Filed2026-01-16
DOV
-2.20%Dover Corp
Shares4.9K
Event2025-12-31
Filed2026-01-16
D
4.10%Dominion Energy Inc
Shares16.3K
Event2025-12-31
Filed2026-01-16
GPC
-2.72%Genuine Parts Co
Shares7.7K
Event2025-12-31
Filed2026-01-16
WAT
0.00%Waters Corp
Shares2.4K
Event2025-12-31
Filed2026-01-16
CAH
-3.28%Cardinal Health Inc
Shares4.5K
Event2025-12-31
Filed2026-01-16
GLW
0.67%Corning Inc
Shares10.1K
Event2025-12-31
Filed2026-01-16
VFH
-1.50%Vanguard Finls ETF
Shares6.6K
Event2025-12-31
Filed2026-01-16
SPG
0.08%Simon Ppty Group Inc New
Shares4.7K
Event2025-12-31
Filed2026-01-16
VV
0.00%Vanguard Large Cap ETF
Shares2.7K
Event2025-12-31
Filed2026-01-16
NOW
405.93%Service Now
Shares5.5K
Event2025-12-31
Filed2026-01-16
DEO
-12.90%Diageo PLC Spons ADR New
Shares9.8K
Event2025-12-31
Filed2026-01-16
SYY
-4.04%Sysco Corp
Shares11.0K
Event2025-12-31
Filed2026-01-16
EEM
0.68%IShares MSCI Emerging Markets Index
Shares14.8K
Event2025-12-31
Filed2026-01-16
MPC
0.32%Marathon Petroleum Corp
Shares5.0K
Event2025-12-31
Filed2026-01-16
Invesco S&P 500 Eql Wgt ETF
35.59%Invesco S&P 500 Eql Wgt ETF
Shares4.1K
Event2025-12-31
Filed2026-01-16
GIS
-1.82%General Mills Inc
Shares16.7K
Event2025-12-31
Filed2026-01-16
DVY
8.64%IShares Select Dividend ETF
Shares5.4K
Event2025-12-31
Filed2026-01-16
BRK.A
0.00%Berkshire Hathaway Inc Cl A
Shares1
Event2025-12-31
Filed2026-01-16
FDX
-6.35%Fedex Corp
Shares2.6K
Event2025-12-31
Filed2026-01-16
VTEB
0.00%Vanguard Tax Exempt Bond ETF
Shares14.6K
Event2025-12-31
Filed2026-01-16
MSM
-6.99%MSC Industrial Direct Co Cl A
Shares8.7K
Event2025-12-31
Filed2026-01-16
XLK
98.39%The Technology Select Sector SPDR Fd
Shares4.9K
Event2025-12-31
Filed2026-01-16
PSX
19.57%Phillips 66
Shares5.5K
Event2025-12-31
Filed2026-01-16
ICLN
-4.55%IShares Global Clean Energy ETF
Shares42.5K
Event2025-12-31
Filed2026-01-16
UNB
0.00%Union Bankshares Inc
Shares29.3K
Event2025-12-31
Filed2026-01-16
MCO
14.99%Moodys Corp
Shares1.3K
Event2025-12-31
Filed2026-01-16
VSS
-0.53%Vanguard FTSE All World ex US Sm Cap Idx ETF
Shares4.7K
Event2025-12-31
Filed2026-01-16
BA
17.52%Boeing Company
Shares3.1K
Event2025-12-31
Filed2026-01-16
ED
5.51%Consolidated Edison Inc
Shares6.6K
Event2025-12-31
Filed2026-01-16
DIA
0.00%SPDR Dow Jones Industrial Avg
Shares1.4K
Event2025-12-31
Filed2026-01-16
BF.B
-0.01%Brown Forman Corp Cl B
Shares24.6K
Event2025-12-31
Filed2026-01-16
VNQ
-10.03%Vanguard REIT ETF
Shares7.2K
Event2025-12-31
Filed2026-01-16
NOC
2.11%Northrop Grumman Corp
Shares1.1K
Event2025-12-31
Filed2026-01-16
SPYX
0.00%State St SPDR S&P 500 Foss Fuel Res Free ETF
Shares11.3K
Event2025-12-31
Filed2026-01-16
SCHF
152.47%Schwab Intl Equity ETF
Shares25.5K
Event2025-12-31
Filed2026-01-16
IWD
-3.16%IShares Russell 1000 Value Index Fund
Shares2.9K
Event2025-12-31
Filed2026-01-16
PBH
-0.51%Prestige Brand Holdings
Shares9.8K
Event2025-12-31
Filed2026-01-16
NFLX
949.67%Netflix Inc
Shares6.3K
Event2025-12-31
Filed2026-01-16
NUE
0.00%Nucor Corp
Shares3.6K
Event2025-12-31
Filed2026-01-16
IShares Gold Tr New
76.87%IShares Gold Tr New
Shares7.2K
Event2025-12-31
Filed2026-01-16
CBU
17.48%Community Financial System Inc
Shares10.2K
Event2025-12-31
Filed2026-01-16
SUSA
0.38%IShares ESG Optimized MSCI USA ETF
Shares4.2K
Event2025-12-31
Filed2026-01-16
LH
-4.12%Labcorp Holdings Inc
Shares2.3K
Event2025-12-31
Filed2026-01-16
PGR
-0.32%Progressive Corp Ohio
Shares2.5K
Event2025-12-31
Filed2026-01-16
IWN
-8.08%IShares Russell 2000 Value Index Fund
Shares3.1K
Event2025-12-31
Filed2026-01-16
CNI
39.97%Canadian Natl Ry Co
Shares5.6K
Event2025-12-31
Filed2026-01-16
SHEL
1.73%Shell PLC
Shares7.4K
Event2025-12-31
Filed2026-01-16
Invesco S&P 500 Low Volatility ETF
0.00%Invesco S&P 500 Low Volatility ETF
Shares7.6K
Event2025-12-31
Filed2026-01-16
QUAL
1.12%IShares Edge MSCI USA Quality Factor ETF
Shares2.6K
Event2025-12-31
Filed2026-01-16
IUSG
0.00%IShares Core S&P US Growth ETF
Shares3.1K
Event2025-12-31
Filed2026-01-16
TIP
-8.51%IShares Barclays TIPs Bond ETF
Shares4.7K
Event2025-12-31
Filed2026-01-16
IVW
3.59%IShares S&P 500 Growth Index Fund
Shares4.2K
Event2025-12-31
Filed2026-01-16
SEE
-8.12%Sealed Air Corp New
Shares12.3K
Event2025-12-31
Filed2026-01-16
FI
9.60%Fiserv Inc
Shares7.6K
Event2025-12-31
Filed2026-01-16
NXPI
1.49%NXP Semiconductors NV
Shares2.3K
Event2025-12-31
Filed2026-01-16
TE Connectivity PLC
-9.08%TE Connectivity PLC
Shares2.2K
Event2025-12-31
Filed2026-01-16
ROP
0.00%Roper Technologies Inc
Shares1.1K
Event2025-12-31
Filed2026-01-16
HSY
2.81%The Hershey Company
Shares2.7K
Event2025-12-31
Filed2026-01-16
PNC
5.43%PNC Financial Services Group Inc
Shares2.3K
Event2025-12-31
Filed2026-01-16
STZ
-46.42%Constellation Brands Inc
Shares3.5K
Event2025-12-31
Filed2026-01-16
VOX
0.00%Vanguard Telecommunications ETF
Shares2.5K
Event2025-12-31
Filed2026-01-16
DSI
0.05%IShares ESG MSCI KLD 400 ETF
Shares3.7K
Event2025-12-31
Filed2026-01-16
GBDC
0.00%Golub Capital BDC Inc
Shares34.4K
Event2025-12-31
Filed2026-01-16
EFX
-2.31%Equifax Inc
Shares2.1K
Event2025-12-31
Filed2026-01-16
USMV
-16.26%IShares MSCI USA Min Vol Factor ETF
Shares4.7K
Event2025-12-31
Filed2026-01-16
STT
0.00%State Street Corp
Shares3.3K
Event2025-12-31
Filed2026-01-16
Dupont De Nemours Inc
-7.62%Dupont De Nemours Inc
Shares10.5K
Event2025-12-31
Filed2026-01-16
SSNC
0.00%SS&C Technologies Hldgs Inc
Shares4.7K
Event2025-12-31
Filed2026-01-16
Blackstone Group Inc Cl A
-57.12%Blackstone Group Inc Cl A
Shares2.7K
Event2025-12-31
Filed2026-01-16
VXF
-16.35%Vanguard Extended Mkts Index Fd ETF
Shares2.0K
Event2025-12-31
Filed2026-01-16
A
0.00%Agilent Technologies Inc
Shares3.0K
Event2025-12-31
Filed2026-01-16
PFS
0.00%Provident Financial Services Inc
Shares20.6K
Event2025-12-31
Filed2026-01-16
DGRO
2.13%IShares Core Divd Growth ETF
Shares5.8K
Event2025-12-31
Filed2026-01-16
BSX
1.70%Boston Scientific Corp
Shares4.2K
Event2025-12-31
Filed2026-01-16
ABNB
12.58%Airbnb Inc Cl A
Shares3.0K
Event2025-12-31
Filed2026-01-16
ARCC
8.76%Ares Capital Corp
Shares19.7K
Event2025-12-31
Filed2026-01-16
MCK
19.60%McKesson Corp
Shares482
Event2025-12-31
Filed2026-01-16
APH
-14.33%Amphenol Corp New Cl A
Shares2.9K
Event2025-12-31
Filed2026-01-16
IVE
4.28%IShares S&P 500 Value Index Fund
Shares1.9K
Event2025-12-31
Filed2026-01-16
CRWD
-13.74%Crowdstrike Hldgs Inc A
Shares816
Event2025-12-31
Filed2026-01-16
MU
0.54%Micron Technology Inc
Shares1.3K
Event2025-12-31
Filed2026-01-16
AEP
47.41%American Electric Power Company Inc
Shares3.2K
Event2025-12-31
Filed2026-01-16
IUSV
133.38%IShares Core S&P US Value ETF
Shares3.6K
Event2025-12-31
Filed2026-01-16
PPG
8.14%PPG Industries Inc
Shares3.5K
Event2025-12-31
Filed2026-01-16
ROST
195.37%Ross Stores Inc
Shares2.0K
Event2025-12-31
Filed2026-01-16
CEG
0.00%Constellation Energy Corp
Shares1.0K
Event2025-12-31
Filed2026-01-16
FCX
25.59%Freeport McMoran Copper & Gold Inc Cl B
Shares6.9K
Event2025-12-31
Filed2026-01-16
HDV
12.81%Ishares Core High Dividend ETF
Shares2.8K
Event2025-12-31
Filed2026-01-16
AJG
0.00%Gallagher Arthur J & Co
Shares1.3K
Event2025-12-31
Filed2026-01-16
IWO
7.09%IShares Russell 2000 Growth Index Fund
Shares1.1K
Event2025-12-31
Filed2026-01-16
IJT
0.00%IShares S&P Smallcap 600 Growth ETF
Shares2.4K
Event2025-12-31
Filed2026-01-16
GDX
130.31%Vaneck Vectors Gold Miners ETF
Shares3.8K
Event2025-12-31
Filed2026-01-16
VPU
0.00%Vanguard Utilities ETF
Shares1.7K
Event2025-12-31
Filed2026-01-16
PBD
0.00%Invesco Global Clean Energy ETF
Shares19.6K
Event2025-12-31
Filed2026-01-16
REET
25.82%IShares Global REIT ETF
Shares12.6K
Event2025-12-31
Filed2026-01-16
JCI
43.12%Johnson Controls Intl PLC
Shares2.6K
Event2025-12-31
Filed2026-01-16
PEG
0.00%Public Service Enterprise Gp
Shares3.9K
Event2025-12-31
Filed2026-01-16
EFG
5.06%Ishares MSCI EAFE Growth ETF
Shares2.7K
Event2025-12-31
Filed2026-01-16
SAM
0.00%Boston Beer Inc Cl A
Shares1.6K
Event2025-12-31
Filed2026-01-16
DMLP
0.00%Dorchester Minerals LP
Shares13.8K
Event2025-12-31
Filed2026-01-16
FBIN
0.00%Fortune Brands Innovations Inc
Shares6.2K
Event2025-12-31
Filed2026-01-16
MTD
-4.39%Mettler Toledo Intl Inc
Shares218
Event2025-12-31
Filed2026-01-16
NDAQ
1.61%Nasdaq Stock Mkt Inc
Shares3.1K
Event2025-12-31
Filed2026-01-16
SCHO
3173.26%Schwab Short Term US Treas ETF
Shares12.2K
Event2025-12-31
Filed2026-01-16
SYF
0.00%Synchrony Financial
Shares3.5K
Event2025-12-31
Filed2026-01-16
ZTS
-16.34%Zoetis Inc Cl A
Shares2.3K
Event2025-12-31
Filed2026-01-16
CMG
-6.58%Chipotle Mexican Grill Inc
Shares7.7K
Event2025-12-31
Filed2026-01-16
OEF
4.21%I Shares S&P 100 Index Fund
Shares816
Event2025-12-31
Filed2026-01-16
IWP
-56.27%IShares Russell Mid Cap Growth
Shares2.0K
Event2025-12-31
Filed2026-01-16
CINF
3.45%Cincinnati Financial Corp
Shares1.6K
Event2025-12-31
Filed2026-01-16
YUM
0.40%Yum Brands Inc
Shares1.8K
Event2025-12-31
Filed2026-01-16
AIVL
0.00%Wisdomtree US AI Enhanced Value ETF
Shares2.3K
Event2025-12-31
Filed2026-01-16
ATR
527.62%Aptargroup Inc
Shares2.2K
Event2025-12-31
Filed2026-01-16
VRT
NewVertiv Holdings LLC Cl A
Shares1.6K
Event2025-12-31
Filed2026-01-16
VLTO
-0.38%Veralto Corp
Shares2.6K
Event2025-12-31
Filed2026-01-16
ESGD
0.33%IShares MSCI EAFE ESG ETF
Shares2.7K
Event2025-12-31
Filed2026-01-16
IWB
0.00%IShares Russell 1000 Index Fd
Shares687
Event2025-12-31
Filed2026-01-16
MET
-42.37%Metlife Inc
Shares3.2K
Event2025-12-31
Filed2026-01-16
EW
5.75%Edwards Lifesciences Corp
Shares2.9K
Event2025-12-31
Filed2026-01-16
EOG
0.00%EOG Resources Inc
Shares2.4K
Event2025-12-31
Filed2026-01-16
VEEV
0.00%Veeva Sys Inc Cl A
Shares1.1K
Event2025-12-31
Filed2026-01-16
SNY
0.00%Sanofi Spons ADR
Shares5.2K
Event2025-12-31
Filed2026-01-16
FIS
-36.87%Fidelity Natl Information Svcs Inc
Shares3.7K
Event2025-12-31
Filed2026-01-16
RSG
0.09%Republic Svcs Inc
Shares1.2K
Event2025-12-31
Filed2026-01-16
ORLY
9.80%O Reilly Automotive Inc New
Shares2.7K
Event2025-12-31
Filed2026-01-16
PSA
0.11%Public Storage Inc
Shares944
Event2025-12-31
Filed2026-01-16
IWR
0.00%IShares Russell Mid Cap
Shares2.5K
Event2025-12-31
Filed2026-01-16
SCHD
-3.41%Schwab US Dividend Equity ETF
Shares8.8K
Event2025-12-31
Filed2026-01-16
INGR
0.00%Ingredion Inc
Shares2.2K
Event2025-12-31
Filed2026-01-16
TTD
1.93%The Trade Desk Inc Cl A
Shares6.3K
Event2025-12-31
Filed2026-01-16
XLY
97.06%The Consumer Discr Select Sector SPDR Fd
Shares2.0K
Event2025-12-31
Filed2026-01-16
FNV
0.43%Franco Nev Corp
Shares1.2K
Event2025-12-31
Filed2026-01-16
DGX
0.00%Quest Diagnostics Inc
Shares1.4K
Event2025-12-31
Filed2026-01-16
GEHC
20.33%GE Healthcare Technologies Inc
Shares2.9K
Event2025-12-31
Filed2026-01-16
PKW
0.00%Invesco Buyback Achievers ETF
Shares1.8K
Event2025-12-31
Filed2026-01-16
SPYG
173.63%State Street SPDR S&P 500 Growth ETF
Shares2.2K
Event2025-12-31
Filed2026-01-16
SHY
0.00%IShares Lehman 1 - 3 Yr Treas Bond Fd
Shares2.8K
Event2025-12-31
Filed2026-01-16
LBRDK
0.00%Liberty Broadband Corp Ser C
Shares4.8K
Event2025-12-31
Filed2026-01-16
UVSP
0.00%Univest Financial Corporation
Shares7.0K
Event2025-12-31
Filed2026-01-16
SLYV
0.00%State Street SPDR S&P 600 Small Cap Value ETF
Shares2.5K
Event2025-12-31
Filed2026-01-16
AN
0.00%AutoNation Inc
Shares1.1K
Event2025-12-31
Filed2026-01-16
OXY
-19.43%Occidental Petroleum Corp
Shares5.5K
Event2025-12-31
Filed2026-01-16
DOW
-26.04%Dow Inc
Shares9.5K
Event2025-12-31
Filed2026-01-16
ORI
0.00%Old Republic Intl Corp
Shares4.7K
Event2025-12-31
Filed2026-01-16
IBIT
6.67%IShares Bitcoin Trust ETF
Shares4.3K
Event2025-12-31
Filed2026-01-16
HPE
1.08%Hewlett Packard Enterprise Co
Shares9.0K
Event2025-12-31
Filed2026-01-16
MATX
0.00%Matson Inc
Shares1.7K
Event2025-12-31
Filed2026-01-16
AGG
12.08%IShares Core Total US Bond Fund
Shares2.1K
Event2025-12-31
Filed2026-01-16
WY
0.00%Weyerhaeuser Company
Shares9.0K
Event2025-12-31
Filed2026-01-16
SCHZ
NewSchwab Strategic US Aggregate ETF
Shares9.1K
Event2025-12-31
Filed2026-01-16
HP Inc
0.00%HP Inc
Shares9.5K
Event2025-12-31
Filed2026-01-16
MMC
-11.23%Marsh
Shares1.1K
Event2025-12-31
Filed2026-01-16
AWK
-8.07%American Water Works Company
Shares1.6K
Event2025-12-31
Filed2026-01-16
AVUV
126.63%American Century Avantis US Sm Cap Value ETF
Shares2.1K
Event2025-12-31
Filed2026-01-16
WMS
0.00%Advanced Drain Sys Inc Del
Shares1.4K
Event2025-12-31
Filed2026-01-16
GWW
-4.88%W W Grainger Inc
Shares195
Event2025-12-31
Filed2026-01-16
ESS
0.00%Essex Ppty Tr REIT
Shares750
Event2025-12-31
Filed2026-01-16
HWM
0.64%Howmet Aerospace Inc
Shares944
Event2025-12-31
Filed2026-01-16
WBD
-21.91%Warner Bros Discovery Inc
Shares6.7K
Event2025-12-31
Filed2026-01-16
FAN
0.00%First Tr Global Wind Energy ETF
Shares9.4K
Event2025-12-31
Filed2026-01-16
ESGV
0.00%Vanguard World Fd ESG US Stock ETF
Shares1.6K
Event2025-12-31
Filed2026-01-16
NULG
0.00%Nushares ESG Large Cap Grwth ETF
Shares2.0K
Event2025-12-31
Filed2026-01-16
PLTR
-40.14%Palantir Technologies Inc A
Shares1.1K
Event2025-12-31
Filed2026-01-16
Canadian Pacific Kansas City Ltd
-10.68%Canadian Pacific Kansas City Ltd
Shares2.5K
Event2025-12-31
Filed2026-01-16
ES
0.11%Eversource Energy
Shares2.7K
Event2025-12-31
Filed2026-01-16
Stanley Black & Decker Inc
-18.75%Stanley Black & Decker Inc
Shares2.5K
Event2025-12-31
Filed2026-01-16
AVA
0.00%Avista Corporation
Shares4.7K
Event2025-12-31
Filed2026-01-16
Cencora Inc
65.34%Cencora Inc
Shares539
Event2025-12-31
Filed2026-01-16
GGG
0.00%Graco Inc
Shares2.1K
Event2025-12-31
Filed2026-01-16
TREX
-2.16%Trex Company Inc
Shares5.0K
Event2025-12-31
Filed2026-01-16
FAST
4.64%Fastenal Co
Shares4.3K
Event2025-12-31
Filed2026-01-16
VONG
1.64%Vanguard Russell 1000 Growth ETF
Shares1.4K
Event2025-12-31
Filed2026-01-16
WPC
0.00%W P Carey Inc
Shares2.7K
Event2025-12-31
Filed2026-01-16
SJM
-20.15%The J M Smucker Company
Shares1.8K
Event2025-12-31
Filed2026-01-16
QQQM
17.57%Invesco Nasdaq 100 ETF
Shares669
Event2025-12-31
Filed2026-01-16
ITB
0.00%Ishs Dow Jones US Home Constn Indx Fd
Shares1.8K
Event2025-12-31
Filed2026-01-16
PRU
0.00%Prudential Financial Inc
Shares1.5K
Event2025-12-31
Filed2026-01-16
CBT
0.00%Cabot Corp
Shares2.5K
Event2025-12-31
Filed2026-01-16
VTC
0.00%Vanguard Total Corporate Bond ETF
Shares2.1K
Event2025-12-31
Filed2026-01-16
VCIT
16.65%Vanguard Int Term Corp Bond ETF
Shares1.9K
Event2025-12-31
Filed2026-01-16
IOO
143.89%IShares Global 100 ETF
Shares1.3K
Event2025-12-31
Filed2026-01-16
ZBH
0.34%Zimmer Biomet Hldgs Inc
Shares1.8K
Event2025-12-31
Filed2026-01-16
NRG
9.62%NRG Energy Inc New
Shares1.0K
Event2025-12-31
Filed2026-01-16
IWS
-3.21%IShares Russell Midcap Value Index Fund
Shares1.1K
Event2025-12-31
Filed2026-01-16
WEC Energy Group Inc
24.58%WEC Energy Group Inc
Shares1.5K
Event2025-12-31
Filed2026-01-16
EXC
2.53%Exelon Corp
Shares3.6K
Event2025-12-31
Filed2026-01-16
XBI
37.50%State Street SPDR S&P Biotech ETF
Shares1.3K
Event2025-12-31
Filed2026-01-16
VGK
0.00%Vanguard FTSE Europe ETF
Shares1.8K
Event2025-12-31
Filed2026-01-16
ETR
3.26%Entergy Corp New
Shares1.6K
Event2025-12-31
Filed2026-01-16
KHC
-14.43%Kraft Heinz Co
Shares6.2K
Event2025-12-31
Filed2026-01-16
FVD
2.50%First Tr Value Line Dividend Index Fund
Shares3.3K
Event2025-12-31
Filed2026-01-16
VLO
-0.76%Valero Energy Corp New
Shares917
Event2025-12-31
Filed2026-01-16
SCCO
0.78%Southern Copper Corp Del
Shares1.0K
Event2025-12-31
Filed2026-01-16
Citigroup Inc New
5.12%Citigroup Inc New
Shares1.3K
Event2025-12-31
Filed2026-01-16
WPM
38.42%Wheaton Precious Metals Corp
Shares1.2K
Event2025-12-31
Filed2026-01-16
MUB
19.78%IShares National Muni Bond ETF
Shares1.3K
Event2025-12-31
Filed2026-01-16
L
0.00%Loews Corp
Shares1.3K
Event2025-12-31
Filed2026-01-16
Crown Castle Inc
0.00%Crown Castle Inc
Shares1.6K
Event2025-12-31
Filed2026-01-16
VBK
93.31%Vanguard Small Cap Growth ETF
Shares462
Event2025-12-31
Filed2026-01-16
Barrick Mining Corp
-5.88%Barrick Mining Corp
Shares3.2K
Event2025-12-31
Filed2026-01-16
VT
0.00%Vanguard Intl Equity Total World Idx Fd ETF
Shares985
Event2025-12-31
Filed2026-01-16
Aon PLC
0.26%Aon PLC
Shares390
Event2025-12-31
Filed2026-01-16
SHOP
-15.78%Shopify Inc
Shares854
Event2025-12-31
Filed2026-01-16
KMI
10.53%Kinder Morgan Inc
Shares4.9K
Event2025-12-31
Filed2026-01-16
EVRG
0.00%Evergy Inc NPV
Shares1.9K
Event2025-12-31
Filed2026-01-16
MSI
4.17%Motorola Solutions Inc
Shares350
Event2025-12-31
Filed2026-01-16
KKR & Co Inc Cl A
3.00%KKR & Co Inc Cl A
Shares1.0K
Event2025-12-31
Filed2026-01-16
Federal Realty Invt Tr LP
0.00%Federal Realty Invt Tr LP
Shares1.3K
Event2025-12-31
Filed2026-01-16
FTNT
-42.32%Fortinet Inc
Shares1.6K
Event2025-12-31
Filed2026-01-16
WELL
33.91%Welltower Inc
Shares699
Event2025-12-31
Filed2026-01-16
SLB
0.00%SLB Ltd
Shares3.3K
Event2025-12-31
Filed2026-01-16
MCHP
0.51%Microchip Technology Inc
Shares2.0K
Event2025-12-31
Filed2026-01-16
VGIT
13.01%Vanguard Int Term Treas Fd ETF
Shares2.1K
Event2025-12-31
Filed2026-01-16
GFF
12.00%Griffon Corp
Shares1.7K
Event2025-12-31
Filed2026-01-16
ITA
0.00%IShares Dow Jones US Aerospace & Defense Idx
Shares575
Event2025-12-31
Filed2026-01-16
SOLV
-13.43%Solventum Corp
Shares1.6K
Event2025-12-31
Filed2026-01-16
NEM
0.00%Newmont Mining Corp
Shares1.2K
Event2025-12-31
Filed2026-01-16
TOL
0.00%Toll Brothers Inc
Shares910
Event2025-12-31
Filed2026-01-16
LNT
0.00%Alliant Energy Corp
Shares1.9K
Event2025-12-31
Filed2026-01-16
CPT
22.22%Camden Ppty Tr
Shares1.1K
Event2025-12-31
Filed2026-01-16
OMC
45.82%Omnicom Group Inc
Shares1.5K
Event2025-12-31
Filed2026-01-16
SOXX
0.00%IShares Semiconductor ETF
Shares400
Event2025-12-31
Filed2026-01-16
Arista Networks Inc New
-6.71%Arista Networks Inc New
Shares917
Event2025-12-31
Filed2026-01-16
IEUR
-12.54%Ishares Core MSCI Europe ETF
Shares1.7K
Event2025-12-31
Filed2026-01-16
MPWR
0.00%Monolithic Pwr Sys Inc
Shares130
Event2025-12-31
Filed2026-01-16
MGK
152.68%Vanguard Mega Cap Growth ETF
Shares283
Event2025-12-31
Filed2026-01-16
SMG
0.00%Scotts Miracle Gro Company
Shares2.0K
Event2025-12-31
Filed2026-01-16
PCAR
3.70%Paccar Inc
Shares1.1K
Event2025-12-31
Filed2026-01-16
RWK
0.00%Invesco S&P Midcap 400 Revenue ETF
Shares921
Event2025-12-31
Filed2026-01-16
SPYV
6.80%State Street SPDR Port S&P 500 Value ETF
Shares2.0K
Event2025-12-31
Filed2026-01-16
WTRG
0.00%Essential Utils Inc
Shares3.0K
Event2025-12-31
Filed2026-01-16
SONY
0.00%Sony Corp ADR
Shares4.5K
Event2025-12-31
Filed2026-01-16
SHW
5.97%Sherwin Williams Co
Shares355
Event2025-12-31
Filed2026-01-16
ENPH
0.00%Enphase Energy Inc
Shares3.6K
Event2025-12-31
Filed2026-01-16
ACGL
0.00%Arch Capital Group Ltd
Shares1.2K
Event2025-12-31
Filed2026-01-16
RIVN
0.00%Rivian Automotive Inc A
Shares5.7K
Event2025-12-31
Filed2026-01-16
BRO
0.00%Brown & Brown Inc
Shares1.4K
Event2025-12-31
Filed2026-01-16
VRTX
6.06%Vertex Pharmaceuticals Inc
Shares245
Event2025-12-31
Filed2026-01-16
EPD
18.51%Enterprise Product Partners LP
Shares3.4K
Event2025-12-31
Filed2026-01-16
JAAA
-6.31%Janus Detroit Str Tr Henderson AAA
Shares2.2K
Event2025-12-31
Filed2026-01-16
OCUL
24.31%Ocular Therapeutix Inc
Shares8.9K
Event2025-12-31
Filed2026-01-16
GLDM
0.00%SPDR Gold Minishares Tr ETF
Shares1.3K
Event2025-12-31
Filed2026-01-16
VIS
0.00%Vanguard Industrials ETF
Shares360
Event2025-12-31
Filed2026-01-16
MTUM
4.38%IShares Edge MSCI USA Momentum Factor ETF
Shares429
Event2025-12-31
Filed2026-01-16
SCHW
-42.95%The Charles Schwab Corp New
Shares1.1K
Event2025-12-31
Filed2026-01-16
RECS
73.40%Columbia Etf Tr I
Shares2.6K
Event2025-12-31
Filed2026-01-16
RY
19.88%Royal Bank Of Canada
Shares603
Event2025-12-31
Filed2026-01-16
GRMN
0.00%Garmin Ltd
Shares500
Event2025-12-31
Filed2026-01-16
WMB
-12.70%Williams Cos Inc
Shares1.7K
Event2025-12-31
Filed2026-01-16
CWST
0.00%Casella Waste Systems Inc Cl A
Shares1.0K
Event2025-12-31
Filed2026-01-16
MUNI
0.00%Pimco Inter Muni Bond ETF
Shares1.9K
Event2025-12-31
Filed2026-01-16
SCZ
-22.03%Ishares MSCI EAFE Small Cap ETF
Shares1.3K
Event2025-12-31
Filed2026-01-16
HEDJ
0.00%Wisdomtree Europe Hedged Equity Fd
Shares1.8K
Event2025-12-31
Filed2026-01-16
KW
-16.36%Kennedy-Wilson Holdings Inc
Shares9.9K
Event2025-12-31
Filed2026-01-16
QQQX
0.00%Nuveen Nasdaq 100 Dynamic Overwrite ETF
Shares3.3K
Event2025-12-31
Filed2026-01-16
FITB
15.62%Fifth Third Bancorp
Shares2.0K
Event2025-12-31
Filed2026-01-16
SPMO
2.46%Invesco S&P 500 Momentum ETF
Shares790
Event2025-12-31
Filed2026-01-16
AWR
0.00%American States Water Co
Shares1.3K
Event2025-12-31
Filed2026-01-16
JEPQ
18.50%JP Morgan Nasdaq ETF
Shares1.6K
Event2025-12-31
Filed2026-01-16
OKE
9.15%Oneok Inc New
Shares1.3K
Event2025-12-31
Filed2026-01-16
VOT
0.00%Vanguard Index Fds Mid-Cap Growth ETF
Shares333
Event2025-12-31
Filed2026-01-16
Liberty Global Ltd C
0.00%Liberty Global Ltd C
Shares8.3K
Event2025-12-31
Filed2026-01-16
CHH
0.00%Choice Hotels Intl Inc
Shares950
Event2025-12-31
Filed2026-01-16
CDNS
2.14%Cadence Design Sys Inc
Shares286
Event2025-12-31
Filed2026-01-16
WTFC
1.28%Wintrust Finl Corp
Shares634
Event2025-12-31
Filed2026-01-16
TXNM
0.00%TXNM Energy Inc
Shares1.5K
Event2025-12-31
Filed2026-01-16
TYL
0.00%Tyler Technologies Inc
Shares194
Event2025-12-31
Filed2026-01-16
RVT
0.00%Royce Small Cap Tr Inc
Shares5.4K
Event2025-12-31
Filed2026-01-16
PSLV
-20.34%Sprott Physical Silver Trust
Shares3.7K
Event2025-12-31
Filed2026-01-16
SRE
58.44%Sempra
Shares976
Event2025-12-31
Filed2026-01-16
URA
0.00%Global X Uranium ETF
Shares2.0K
Event2025-12-31
Filed2026-01-16
JBL
0.00%Jabil Inc
Shares374
Event2025-12-31
Filed2026-01-16
BMO
-27.75%Bk Montreal Que
Shares651
Event2025-12-31
Filed2026-01-16
IDXX
-20.51%Idexx Labs Inc
Shares124
Event2025-12-31
Filed2026-01-16
BR
47.06%Broadridge Financial Solutions Inc
Shares375
Event2025-12-31
Filed2026-01-16
CBZ
0.00%Cbiz Inc
Shares1.6K
Event2025-12-31
Filed2026-01-16
TT
23.12%Trane Technologies PLC
Shares213
Event2025-12-31
Filed2026-01-16
VMC
7.41%Vulcan Materials Company
Shares290
Event2025-12-31
Filed2026-01-16
RGEN
0.00%Repligen Corp
Shares500
Event2025-12-31
Filed2026-01-16
DFAS
NewDimensional US Small Cap ETF
Shares1.2K
Event2025-12-31
Filed2026-01-16
PNFP
0.00%Pinnacle Finl Partners Inc
Shares850
Event2025-12-31
Filed2026-01-16
ELV
34.30%Elevance Health Inc
Shares231
Event2025-12-31
Filed2026-01-16
WSO
0.00%Watsco Inc
Shares240
Event2025-12-31
Filed2026-01-16
FMX
0.00%Fomento Economico Mexicano SAB de CV New
Shares800
Event2025-12-31
Filed2026-01-16
EMN
2.19%Eastman Chemical Co
Shares1.3K
Event2025-12-31
Filed2026-01-16
CBOE
-23.81%CBOE Global Markets Inc
Shares320
Event2025-12-31
Filed2026-01-16
LHX
96.40%L3Harris Technologies Inc
Shares273
Event2025-12-31
Filed2026-01-16
MFC
0.00%Manulife Finl Corp
Shares2.2K
Event2025-12-31
Filed2026-01-16
DOC
-3.06%Healthpeak Properties Inc
Shares5.0K
Event2025-12-31
Filed2026-01-16
HIG
115.30%Hartford Ins Group Inc
Shares577
Event2025-12-31
Filed2026-01-16
FTV
-3.87%Fortive Corp
Shares1.4K
Event2025-12-31
Filed2026-01-16
IEI
0.00%IShares Lehman 3-7 Yr Treas Bond Fd
Shares650
Event2025-12-31
Filed2026-01-16
PAVE
-4.43%Global X US Infrastructure ETF
Shares1.6K
Event2025-12-31
Filed2026-01-16
CAC
-22.07%Camden Natl Corp
Shares1.8K
Event2025-12-31
Filed2026-01-16
ESGE
0.64%IShares MSCI EM ESG ETF
Shares1.7K
Event2025-12-31
Filed2026-01-16
VXUS
50550.00%Vanguard Total Intl Stock Index Fd ETF
Shares1.0K
Event2025-12-31
Filed2026-01-16
VDE
0.00%Vanguard Energy ETF
Shares600
Event2025-12-31
Filed2026-01-16
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