The Analysis of Turtle Creek Wealth Advisors, LLC's Holdings & P&L


Currently, Turtle Creek Wealth Advisors, LLC holds 480 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in N/A (+28.1K shares, valued at $16.8M), IEFA (+101.5K shares, valued at $9.2M), NVDA (+32.2K shares, valued at $5.6M); decreased their positions in XLK (-57.7K shares, valued at $7.7M), IVW (-63.7K shares, valued at $7.2M), OWL (-678.5K shares, valued at $6.2M); initiated new positions in AGG (+13.5K shares, valued at $1.3M), BND (+9.5K shares, valued at $698.9K), PAYX (+5.9K shares, valued at $543.2K).


1M P&L
+37.7M+2.81%
3M P&L
+73.8M+5.65%
HY P&L
+185.0M+15.46%

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/A206.8M
19.2%
2Oil & Gas Midstream81.3M
7.6%
3Semiconductors70.1M
6.5%

Top Industries by Stock Count

1N/A144 stocks
32.6%
2Oil & Gas Midstream15 stocks
3.4%
3Software - Application13 stocks
2.9%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
19.87%
Shares169.7K
Event2026-03-31
Filed2026-04-27
IEFA
ISHARES TR
18.30%
Shares656.2K
Event2026-03-31
Filed2026-04-27
AAPL
APPLE INC
9.29%
Shares217.5K
Event2026-03-31
Filed2026-04-27
NVDA
NVIDIA CORPORATION
12.41%
Shares291.4K
Event2026-03-31
Filed2026-04-27
MSFT
MICROSOFT CORP
10.42%
Shares106.2K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
11.71%
Shares91.4K
Event2026-03-31
Filed2026-04-27
CAT
CATERPILLAR INC
2.45%
Shares33.8K
Event2026-03-31
Filed2026-04-27
LLY
ELI LILLY & CO
4.04%
Shares25.6K
Event2026-03-31
Filed2026-04-27
AMZN
AMAZON COM INC
6.29%
Shares112.4K
Event2026-03-31
Filed2026-04-27
IJH
ISHARES TR
16.62%
Shares327.6K
Event2026-03-31
Filed2026-04-27
JPM
JPMORGAN CHASE & CO
8.46%
Shares72.3K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
BROADCOM INC
8.76%
Shares65.7K
Event2026-03-31
Filed2026-04-27
LAM RESEARCH CORP
LAM RESEARCH CORP
1.50%
Shares95.0K
Event2026-03-31
Filed2026-04-27
PAGP
PLAINS GP HLDGS L P
0.00%
Shares800.3K
Event2026-03-31
Filed2026-04-27
KLAC
KLA CORP
4.68%
Shares12.0K
Event2026-03-31
Filed2026-04-27
META
META PLATFORMS INC
3.55%
Shares30.5K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
4.89%
Shares58.2K
Event2026-03-31
Filed2026-04-27
MCD
MCDONALDS CORP
7.35%
Shares53.7K
Event2026-03-31
Filed2026-04-27
BLACKROCK INC
BLACKROCK INC
7.81%
Shares16.7K
Event2026-03-31
Filed2026-04-27
XOM
EXXON MOBIL CORP
7.23%
Shares94.2K
Event2026-03-31
Filed2026-04-27
AMAT
APPLIED MATLS INC
5.81%
Shares46.3K
Event2026-03-31
Filed2026-04-27
EPD
ENTERPRISE PRODS PARTNERS L
0.29%
Shares411.8K
Event2026-03-31
Filed2026-04-27
SPY
STATE STR SPDR S&P 500 ETF T
-0.95%
Shares23.8K
Event2026-03-31
Filed2026-04-27
COST
COSTCO WHOLESALE CORPORATION
25.08%
Shares15.5K
Event2026-03-31
Filed2026-04-27
PG
PROCTER & GAMBLE CO
29.55%
Shares100.4K
Event2026-03-31
Filed2026-04-27
VEA
VANGUARD TAX-MANAGED FDS
-6.39%
Shares221.5K
Event2026-03-31
Filed2026-04-27
APH
AMPHENOL CORP
5.40%
Shares112.0K
Event2026-03-31
Filed2026-04-27
ET
ENERGY TRANSFER L P
1.57%
Shares731.3K
Event2026-03-31
Filed2026-04-27
TJX
TJX COS INC NEW
7.44%
Shares87.5K
Event2026-03-31
Filed2026-04-27
EOG
EOG RES INC
46.28%
Shares95.6K
Event2026-03-31
Filed2026-04-27
V
VISA INC
6.94%
Shares44.9K
Event2026-03-31
Filed2026-04-27
PH
PARKER-HANNIFIN CORP
8.75%
Shares13.4K
Event2026-03-31
Filed2026-04-27
ETR
ENTERGY CORP NEW
11.81%
Shares97.5K
Event2026-03-31
Filed2026-04-27
HD
HOME DEPOT INC
1.12%
Shares30.9K
Event2026-03-31
Filed2026-04-27
GRMN
GARMIN LTD
35.86%
Shares42.5K
Event2026-03-31
Filed2026-04-27
IWB
ISHARES TR
0.84%
Shares27.4K
Event2026-03-31
Filed2026-04-27
TT
TRANE TECHNOLOGIES PLC
24.92%
Shares23.3K
Event2026-03-31
Filed2026-04-27
AFL
AFLAC INC
8.71%
Shares84.5K
Event2026-03-31
Filed2026-04-27
INTU
INTUIT
16.96%
Shares20.2K
Event2026-03-31
Filed2026-04-27
SYK
STRYKER CORPORATION
11.68%
Shares26.1K
Event2026-03-31
Filed2026-04-27
MLM
MARTIN MARIETTA MATLS INC
12.48%
Shares14.6K
Event2026-03-31
Filed2026-04-27
ITOT
ISHARES TR
0.00%
Shares59.6K
Event2026-03-31
Filed2026-04-27
PGR
PROGRESSIVE CORP
11.79%
Shares42.2K
Event2026-03-31
Filed2026-04-27
MPLX
MPLX LP
0.00%
Shares146.1K
Event2026-03-31
Filed2026-04-27
MA
MASTERCARD INCORPORATED
0.64%
Shares16.4K
Event2026-03-31
Filed2026-04-27
SPGI
S&P GLOBAL INC
32.57%
Shares18.9K
Event2026-03-31
Filed2026-04-27
KO
COCA COLA CO
8.73%
Shares102.7K
Event2026-03-31
Filed2026-04-27
THE CIGNA GROUP
THE CIGNA GROUP
58.49%
Shares28.7K
Event2026-03-31
Filed2026-04-27
PM
PHILIP MORRIS INTL INC
3.70%
Shares45.4K
Event2026-03-31
Filed2026-04-27
TXN
TEXAS INSTRS INC
2.61%
Shares36.7K
Event2026-03-31
Filed2026-04-27
CME
CME GROUP INC
-1.42%
Shares23.9K
Event2026-03-31
Filed2026-04-27
WMB
WILLIAMS COS INC
3.86%
Shares92.6K
Event2026-03-31
Filed2026-04-27
BLACKSTONE INC
BLACKSTONE INC
35.82%
Shares56.8K
Event2026-03-31
Filed2026-04-27
IVV
ISHARES TR
-12.65%
Shares9.5K
Event2026-03-31
Filed2026-04-27
WMT
WALMART INC
13.82%
Shares49.7K
Event2026-03-31
Filed2026-04-27
CVX
CHEVRON CORPORATION
17.90%
Shares29.8K
Event2026-03-31
Filed2026-04-27
TSLA
TESLA INC
13.77%
Shares16.3K
Event2026-03-31
Filed2026-04-27
IVW
ISHARES TR
-54.58%
Shares53.0K
Event2026-03-31
Filed2026-04-27
LEN
LENNAR CORP
34.23%
Shares67.8K
Event2026-03-31
Filed2026-04-27
PEP
PEPSICO INC
6.30%
Shares36.7K
Event2026-03-31
Filed2026-04-27
VEU
VANGUARD INTL EQUITY INDEX F
6.20%
Shares75.5K
Event2026-03-31
Filed2026-04-27
PLD
PROLOGIS INC.
5.58%
Shares42.0K
Event2026-03-31
Filed2026-04-27
JNJ
JOHNSON & JOHNSON
12.93%
Shares22.5K
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
5.60%
Shares11.3K
Event2026-03-31
Filed2026-04-27
RTX
RTX CORPORATION
-10.70%
Shares27.7K
Event2026-03-31
Filed2026-04-27
UNH
UNITEDHEALTH GROUP INC
10.63%
Shares18.8K
Event2026-03-31
Filed2026-04-27
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.35%
Shares38.8K
Event2026-03-31
Filed2026-04-27
IEMG
ISHARES INC
4.96%
Shares71.7K
Event2026-03-31
Filed2026-04-27
ABBV
ABBVIE INC
8.36%
Shares22.5K
Event2026-03-31
Filed2026-04-27
IWR
ISHARES TR
-14.53%
Shares50.2K
Event2026-03-31
Filed2026-04-27
ISRG
INTUITIVE SURGICAL INC
6.83%
Shares10.0K
Event2026-03-31
Filed2026-04-27
LMT
LOCKHEED MARTIN CORP
14.51%
Shares7.6K
Event2026-03-31
Filed2026-04-27
IJR
ISHARES TR
-46.38%
Shares36.8K
Event2026-03-31
Filed2026-04-27
ABT
ABBOTT LABORATORIES
-0.21%
Shares42.1K
Event2026-03-31
Filed2026-04-27
EATON CORP PLC
EATON CORP PLC
21.04%
Shares12.1K
Event2026-03-31
Filed2026-04-27
NFLX
NETFLIX INC.
35.83%
Shares43.8K
Event2026-03-31
Filed2026-04-27
UNP
UNION PAC CORP
12.28%
Shares17.0K
Event2026-03-31
Filed2026-04-27
APD
AIR PRODUCTS AND CHEMICALS I
1.43%
Shares14.1K
Event2026-03-31
Filed2026-04-27
KMI
KINDER MORGAN INC DEL
-0.26%
Shares121.9K
Event2026-03-31
Filed2026-04-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.71%
Shares11.4K
Event2026-03-31
Filed2026-04-27
SBUX
STARBUCKS CORP
-1.92%
Shares40.1K
Event2026-03-31
Filed2026-04-27
MERCK & CO INC
MERCK & CO INC
29.03%
Shares26.8K
Event2026-03-31
Filed2026-04-27
AMGN
AMGEN INC
15.62%
Shares9.1K
Event2026-03-31
Filed2026-04-27
ASML
ASML HLDG NV
0.85%
Shares2.4K
Event2026-03-31
Filed2026-04-27
SPYG
SPDR SERIES TRUST
-4.48%
Shares28.6K
Event2026-03-31
Filed2026-04-27
COP
CONOCOPHILLIPS
14.13%
Shares21.1K
Event2026-03-31
Filed2026-04-27
ENB
ENBRIDGE INC
-4.65%
Shares49.4K
Event2026-03-31
Filed2026-04-27
PLTR
PALANTIR TECHNOLOGIES INC
26.06%
Shares17.5K
Event2026-03-31
Filed2026-04-27
HON
HONEYWELL INTL INC
3.84%
Shares11.3K
Event2026-03-31
Filed2026-04-27
MU
MICRON TECHNOLOGY INC
9.13%
Shares7.5K
Event2026-03-31
Filed2026-04-27
DE
DEERE & CO
3.16%
Shares4.4K
Event2026-03-31
Filed2026-04-27
MS
MORGAN STANLEY
8.60%
Shares14.6K
Event2026-03-31
Filed2026-04-27
AMD
ADVANCED MICRO DEVICES INC
20.81%
Shares11.2K
Event2026-03-31
Filed2026-04-27
CSCO
CISCO SYS INC
22.77%
Shares29.0K
Event2026-03-31
Filed2026-04-27
ORCL
ORACLE CORP
-5.56%
Shares14.0K
Event2026-03-31
Filed2026-04-27
OKE
ONEOK INC NEW
-1.01%
Shares22.6K
Event2026-03-31
Filed2026-04-27
BA
BOEING CO
8.31%
Shares10.2K
Event2026-03-31
Filed2026-04-27
GBIL
GOLDMAN SACHS ETF TR
9.24%
Shares20.1K
Event2026-03-31
Filed2026-04-27
NEE
NEXTERA ENERGY INC
16.45%
Shares21.7K
Event2026-03-31
Filed2026-04-27
BAC
BANK AMERICA CORP
4.30%
Shares40.5K
Event2026-03-31
Filed2026-04-27
IWF
ISHARES TR
-29.17%
Shares4.5K
Event2026-03-31
Filed2026-04-27
GILD
GILEAD SCIENCES INC
45.01%
Shares13.7K
Event2026-03-31
Filed2026-04-27
GS
GOLDMAN SACHS GROUP INC
12.34%
Shares2.1K
Event2026-03-31
Filed2026-04-27
XLK
SELECT SECTOR SPDR TR
-80.91%
Shares13.6K
Event2026-03-31
Filed2026-04-27
TRGP
TARGA RES CORP
0.93%
Shares7.2K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC
CITIGROUP INC
12.93%
Shares15.5K
Event2026-03-31
Filed2026-04-27
ADP
AUTOMATIC DATA PROCESSING IN
37.21%
Shares8.5K
Event2026-03-31
Filed2026-04-27
INTC
INTEL CORP
17.29%
Shares38.9K
Event2026-03-31
Filed2026-04-27
GLD
SPDR GOLD TR
78.45%
Shares4.0K
Event2026-03-31
Filed2026-04-27
LINDE PLC
LINDE PLC
62.58%
Shares3.4K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR
INVESCO QQQ TR
176.17%
Shares2.8K
Event2026-03-31
Filed2026-04-27
IVE
ISHARES TR
-2.37%
Shares7.6K
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
GE AEROSPACE
12.85%
Shares5.3K
Event2026-03-31
Filed2026-04-27
AXP
AMERICAN EXPRESS CO
16.61%
Shares4.9K
Event2026-03-31
Filed2026-04-27
EEM
ISHARES TR
0.96%
Shares25.9K
Event2026-03-31
Filed2026-04-27
MAR
MARRIOTT INTL INC NEW
2.10%
Shares4.5K
Event2026-03-31
Filed2026-04-27
DIS
DISNEY WALT CO
13.59%
Shares14.8K
Event2026-03-31
Filed2026-04-27
CRM
SALESFORCE INC
16.99%
Shares7.7K
Event2026-03-31
Filed2026-04-27
WES
WESTERN MIDSTREAM PARTNERS L
0.00%
Shares34.4K
Event2026-03-31
Filed2026-04-27
NOW
SERVICENOW INC
-8.96%
Shares13.3K
Event2026-03-31
Filed2026-04-27
LNG
CHENIERE ENERGY INC
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-27
IBM
INTERNATIONAL BUSINESS MACHS
26.72%
Shares5.6K
Event2026-03-31
Filed2026-04-27
WFC
WELLS FARGO & CO
-9.63%
Shares16.8K
Event2026-03-31
Filed2026-04-27
AGG
ISHARES TR
New
Shares13.5K
Event2026-03-31
Filed2026-04-27
GEV
GE VERNOVA INC
40.33%
Shares1.5K
Event2026-03-31
Filed2026-04-27
VZ
VERIZON COMMUNICATIONS INC
82.17%
Shares26.3K
Event2026-03-31
Filed2026-04-27
TMO
THERMO FISHER SCIENTIFIC INC
36.60%
Shares2.7K
Event2026-03-31
Filed2026-04-27
T
AT&T INC
13.05%
Shares45.3K
Event2026-03-31
Filed2026-04-27
IWD
ISHARES TR
-25.75%
Shares6.1K
Event2026-03-31
Filed2026-04-27
EFA
ISHARES TR
0.00%
Shares13.4K
Event2026-03-31
Filed2026-04-27
DTM
DT MIDSTREAM INC
1.58%
Shares9.5K
Event2026-03-31
Filed2026-04-27
ICE
INTERCONTINENTAL EXCHANGE IN
19.46%
Shares7.8K
Event2026-03-31
Filed2026-04-27
OWL
BLUE OWL CAPITAL INC
-84.04%
Shares128.8K
Event2026-03-31
Filed2026-04-27
SO
SOUTHERN CO
36.09%
Shares11.9K
Event2026-03-31
Filed2026-04-27
BKNG
BOOKING HOLDINGS INC
-8.14%
Shares271
Event2026-03-31
Filed2026-04-27
MAS
MASCO CORP
-2.16%
Shares18.9K
Event2026-03-31
Filed2026-04-27
CB
CHUBB LTD SWITZ
9.51%
Shares3.4K
Event2026-03-31
Filed2026-04-27
CL
COLGATE PALMOLIVE CO
14.00%
Shares12.8K
Event2026-03-31
Filed2026-04-27
PAA
PLAINS ALL AMERN PIPELINE L
0.00%
Shares48.9K
Event2026-03-31
Filed2026-04-27
TRP
TC ENERGY CORP
0.00%
Shares17.4K
Event2026-03-31
Filed2026-04-27
MGK
VANGUARD WORLD FD
-15.08%
Shares2.9K
Event2026-03-31
Filed2026-04-27
MCK
MCKESSON CORP
48.96%
Shares1.1K
Event2026-03-31
Filed2026-04-27
LOW
LOWES COS INC
8.04%
Shares4.2K
Event2026-03-31
Filed2026-04-27
PANW
PALO ALTO NETWORKS INC
92.37%
Shares6.0K
Event2026-03-31
Filed2026-04-27
HLT
HILTON WORLDWIDE HLDGS INC
-0.10%
Shares3.1K
Event2026-03-31
Filed2026-04-27
FDX
FEDEX CORP
-15.56%
Shares2.7K
Event2026-03-31
Filed2026-04-27
CRWD
CROWDSTRIKE HLDGS INC
6.87%
Shares2.4K
Event2026-03-31
Filed2026-04-27
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-17.35%
Shares4.7K
Event2026-03-31
Filed2026-04-27
TCBI
TEXAS CAP BANCSHARES INC
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-27
SHW
SHERWIN WILLIAMS CO
16.94%
Shares2.8K
Event2026-03-31
Filed2026-04-27
USFR
WISDOMTREE TR
-6.45%
Shares18.0K
Event2026-03-31
Filed2026-04-27
NEM
NEWMONT CORP
-18.82%
Shares8.2K
Event2026-03-31
Filed2026-04-27
QUAL
ISHARES TR
-20.58%
Shares4.6K
Event2026-03-31
Filed2026-04-27
MO
ALTRIA GROUP INC
16.77%
Shares13.3K
Event2026-03-31
Filed2026-04-27
PFE
PFIZER INC
16.27%
Shares31.1K
Event2026-03-31
Filed2026-04-27
MMC
MARSH & MCLENNAN COS INC
3.09%
Shares5.0K
Event2026-03-31
Filed2026-04-27
VT
VANGUARD INTL EQUITY INDEX F
-5.23%
Shares6.0K
Event2026-03-31
Filed2026-04-27
ADI
ANALOG DEVICES INC
36.32%
Shares2.6K
Event2026-03-31
Filed2026-04-27
GM
GENERAL MTRS CO
-2.29%
Shares10.9K
Event2026-03-31
Filed2026-04-27
SCHW
SCHWAB CHARLES CORP
14.90%
Shares8.6K
Event2026-03-31
Filed2026-04-27
WELL
WELLTOWER INC
15.83%
Shares4.0K
Event2026-03-31
Filed2026-04-27
GSIE
GOLDMAN SACHS ETF TR
0.00%
Shares18.4K
Event2026-03-31
Filed2026-04-27
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
12.13%
Shares2.3K
Event2026-03-31
Filed2026-04-27
CMI
CUMMINS INC
77.80%
Shares1.5K
Event2026-03-31
Filed2026-04-27
ARISTA NETWORKS INC
ARISTA NETWORKS INC
19.83%
Shares6.3K
Event2026-03-31
Filed2026-04-27
NOC
NORTHROP GRUMMAN CORP
8.01%
Shares1.1K
Event2026-03-31
Filed2026-04-27
EFV
ISHARES TR
-29.55%
Shares10.2K
Event2026-03-31
Filed2026-04-27
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-77.74%
Shares3.9K
Event2026-03-31
Filed2026-04-27
SPMO
INVESCO EXCH TRADED FD TR II
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-27
DHR
DANAHER CORP DEL
4.23%
Shares3.9K
Event2026-03-31
Filed2026-04-27
MEDTRONIC PLC
MEDTRONIC PLC
9.45%
Shares8.5K
Event2026-03-31
Filed2026-04-27
VTI
VANGUARD INDEX FDS
-18.69%
Shares2.3K
Event2026-03-31
Filed2026-04-27
EQIX
EQUINIX INC
118.40%
Shares736
Event2026-03-31
Filed2026-04-27
DGRW
WISDOMTREE TR
-39.09%
Shares8.1K
Event2026-03-31
Filed2026-04-27
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
-0.13%
Shares9.1K
Event2026-03-31
Filed2026-04-27
JCI
JOHNSON CONTROLS INTERNATION
5.20%
Shares5.4K
Event2026-03-31
Filed2026-04-27
NFG
NATIONAL FUEL GAS CO
0.50%
Shares7.6K
Event2026-03-31
Filed2026-04-27
CTAS
CINTAS CORP
69.81%
Shares4.2K
Event2026-03-31
Filed2026-04-27
OTIS
OTIS WORLDWIDE CORP
1.90%
Shares9.1K
Event2026-03-31
Filed2026-04-27
BND
VANGUARD BD INDEX FDS
New
Shares9.5K
Event2026-03-31
Filed2026-04-27
BMY
BRISTOL-MYERS SQUIBB CO
31.24%
Shares11.5K
Event2026-03-31
Filed2026-04-27
CENCORA INC
CENCORA INC
1.09%
Shares2.2K
Event2026-03-31
Filed2026-04-27
IVOO
VANGUARD ADMIRAL FDS INC
-16.98%
Shares5.9K
Event2026-03-31
Filed2026-04-27
ITW
ILLINOIS TOOL WKS INC
14.29%
Shares2.6K
Event2026-03-31
Filed2026-04-27
L
LOEWS CORP
2.43%
Shares6.3K
Event2026-03-31
Filed2026-04-27
UBER
UBER TECHNOLOGIES INC
-12.34%
Shares9.4K
Event2026-03-31
Filed2026-04-27
KEYS
KEYSIGHT TECHNOLOGIES INC
9.70%
Shares2.4K
Event2026-03-31
Filed2026-04-27
FLOTEK INDUSTRIES INC
FLOTEK INDUSTRIES INC
0.00%
Shares39.4K
Event2026-03-31
Filed2026-04-27
SNPS
SYNOPSYS INC
-25.09%
Shares1.7K
Event2026-03-31
Filed2026-04-27
MDXG
MIMEDX GROUP INC
0.00%
Shares166.7K
Event2026-03-31
Filed2026-04-27
OEF
ISHARES TR
-67.18%
Shares2.1K
Event2026-03-31
Filed2026-04-27
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
CEG
CONSTELLATION ENERGY CORP
7.67%
Shares2.3K
Event2026-03-31
Filed2026-04-27
IWM
ISHARES TR
116.92%
Shares2.6K
Event2026-03-31
Filed2026-04-27
BK
BANK NEW YORK MELLON CORP
4.95%
Shares5.4K
Event2026-03-31
Filed2026-04-27
WDC
WESTERN DIGITAL CORP
9.19%
Shares2.4K
Event2026-03-31
Filed2026-04-27
HBAN
HUNTINGTON BANCSHARES INC
4.65%
Shares40.6K
Event2026-03-31
Filed2026-04-27
COF
CAPITAL ONE FINL CORP
1.55%
Shares3.5K
Event2026-03-31
Filed2026-04-27
VODAFONE GROUP PLC
VODAFONE GROUP PLC
-2.22%
Shares41.6K
Event2026-03-31
Filed2026-04-27
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
26.17%
Shares1.6K
Event2026-03-31
Filed2026-04-27
ADX
ADAMS DIVERSIFIED EQUITY FD
0.00%
Shares28.1K
Event2026-03-31
Filed2026-04-27
ROP
ROPER TECHNOLOGIES INC
110.32%
Shares1.7K
Event2026-03-31
Filed2026-04-27
VUG
VANGUARD INDEX FDS
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
HAL
HALLIBURTON CO
5.63%
Shares15.3K
Event2026-03-31
Filed2026-04-27
ORLY
OREILLY AUTOMOTIVE INC
66.33%
Shares6.4K
Event2026-03-31
Filed2026-04-27
MGV
VANGUARD WORLD FD
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-27
VOOG
VANGUARD ADMIRAL FDS INC
-64.65%
Shares1.4K
Event2026-03-31
Filed2026-04-27
VO
VANGUARD INDEX FDS
8.80%
Shares2.0K
Event2026-03-31
Filed2026-04-27
OXY
OCCIDENTAL PETE CORP
6.45%
Shares8.8K
Event2026-03-31
Filed2026-04-27
QCOM
QUALCOMM INC
-22.54%
Shares4.4K
Event2026-03-31
Filed2026-04-27
NVS
NOVARTIS AG
44.19%
Shares3.7K
Event2026-03-31
Filed2026-04-27
SLB
SLB LIMITED
9.85%
Shares10.9K
Event2026-03-31
Filed2026-04-27
VOOV
VANGUARD ADMIRAL FDS INC
-26.55%
Shares2.8K
Event2026-03-31
Filed2026-04-27
ADSK
AUTODESK INC
120.72%
Shares2.3K
Event2026-03-31
Filed2026-04-27
PWR
QUANTA SVCS INC
16.82%
Shares1.0K
Event2026-03-31
Filed2026-04-27
CMCSA
COMCAST CORP NEW
-1.01%
Shares19.2K
Event2026-03-31
Filed2026-04-27
ACWV
ISHARES INC
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-27
SPG
SIMON PPTY GROUP INC NEW
14.20%
Shares2.9K
Event2026-03-31
Filed2026-04-27
PAYX
PAYCHEX INC
New
Shares5.9K
Event2026-03-31
Filed2026-04-27
MSCI
MSCI INC
-40.72%
Shares1.0K
Event2026-03-31
Filed2026-04-27
ARW
ARROW ELECTRS INC
6.81%
Shares3.7K
Event2026-03-31
Filed2026-04-27
CDNS
CADENCE DESIGN SYSTEM INC
18.89%
Shares1.9K
Event2026-03-31
Filed2026-04-27
NOBL
PROSHARES TR
New
Shares4.9K
Event2026-03-31
Filed2026-04-27
APP
APPLOVIN CORP
23.40%
Shares1.3K
Event2026-03-31
Filed2026-04-27
CVS
CVS HEALTH CORP
8.42%
Shares7.2K
Event2026-03-31
Filed2026-04-27
DOW
DOW HLDGS INC
33.55%
Shares12.3K
Event2026-03-31
Filed2026-04-27
UPS
UNITED PARCEL SVCS INC
16.51%
Shares5.2K
Event2026-03-31
Filed2026-04-27
VTV
VANGUARD INDEX FDS
New
Shares2.6K
Event2026-03-31
Filed2026-04-27
TMUS
T-MOBILE US INC
69.07%
Shares2.4K
Event2026-03-31
Filed2026-04-27
MCO
MOODYS CORP
9.01%
Shares1.1K
Event2026-03-31
Filed2026-04-27
ECL
ECOLAB INC
80.54%
Shares1.9K
Event2026-03-31
Filed2026-04-27
BSX
BOSTON SCIENTIFIC CORP
11.44%
Shares7.8K
Event2026-03-31
Filed2026-04-27
HCA
HCA HEALTHCARE INC
11.60%
Shares1.0K
Event2026-03-31
Filed2026-04-27
HWM
HOWMET AEROSPACE INC
15.64%
Shares2.1K
Event2026-03-31
Filed2026-04-27
FCX
FREEPORT MCMORAN INC
30.55%
Shares8.3K
Event2026-03-31
Filed2026-04-27
WM
WASTE MGMT INC DEL
32.11%
Shares2.1K
Event2026-03-31
Filed2026-04-27
XLY
SELECT SECTOR SPDR TR
-52.26%
Shares4.4K
Event2026-03-31
Filed2026-04-27
DAR
DARLING INGREDIENTS INC
2.64%
Shares7.6K
Event2026-03-31
Filed2026-04-27
CPT
CAMDEN PPTY TR
-1.40%
Shares4.8K
Event2026-03-31
Filed2026-04-27
F
FORD MTR CO
27.00%
Shares40.0K
Event2026-03-31
Filed2026-04-27
GDX
VANECK ETF TRUST
New
Shares5.0K
Event2026-03-31
Filed2026-04-27
KGC
KINROSS GOLD CORP
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-27
SNDK
SANDISK CORP
New
Shares719
Event2026-03-31
Filed2026-04-27
FTNT
FORTINET INC
71.84%
Shares5.5K
Event2026-03-31
Filed2026-04-27
AEP
AMERICAN ELEC PWR CO INC
11.70%
Shares3.4K
Event2026-03-31
Filed2026-04-27
ZTS
ZOETIS INC
-50.08%
Shares3.8K
Event2026-03-31
Filed2026-04-27
TGT
TARGET CORP
66.39%
Shares3.7K
Event2026-03-31
Filed2026-04-27
MET
METLIFE INC
-19.35%
Shares6.3K
Event2026-03-31
Filed2026-04-27
GLW
CORNING INC
34.53%
Shares3.3K
Event2026-03-31
Filed2026-04-27
BDX
BECTON DICKINSON & CO
2.08%
Shares2.8K
Event2026-03-31
Filed2026-04-27
VRSK
VERISK ANALYTICS INC
23.69%
Shares2.3K
Event2026-03-31
Filed2026-04-27
MPWR
MONOLITHIC PWR SYS INC
21.28%
Shares399
Event2026-03-31
Filed2026-04-27
VTR
VENTAS INC
6.00%
Shares5.3K
Event2026-03-31
Filed2026-04-27
AME
AMETEK INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-27
MPC
MARATHON PETE CORP
4.92%
Shares1.8K
Event2026-03-31
Filed2026-04-27
RBC
RBC BEARINGS INC
-2.57%
Shares795
Event2026-03-31
Filed2026-04-27
DELL
DELL TECHNOLOGIES INC
6.30%
Shares2.6K
Event2026-03-31
Filed2026-04-27
VLO
VALERO ENERGY CORP
New
Shares1.7K
Event2026-03-31
Filed2026-04-27
MMM
3M CO
59.57%
Shares2.9K
Event2026-03-31
Filed2026-04-27
TRV
TRAVELERS COMPANIES INC
7.32%
Shares1.5K
Event2026-03-31
Filed2026-04-27
OBDC
BLUE OWL CAPITAL CORPORATION
27.48%
Shares38.2K
Event2026-03-31
Filed2026-04-27
VRTX
VERTEX PHARMACEUTICALS INC
29.74%
Shares938
Event2026-03-31
Filed2026-04-27
SLV
ISHARES SILVER TR
-35.68%
Shares6.1K
Event2026-03-31
Filed2026-04-27
SIL
GLOBAL X FDS
-55.00%
Shares4.5K
Event2026-03-31
Filed2026-04-27
IDXX
IDEXX LABS INC
-29.88%
Shares718
Event2026-03-31
Filed2026-04-27
MGA
MAGNA INTL INC
-24.32%
Shares7.2K
Event2026-03-31
Filed2026-04-27
THO
THOR INDS INC
9.61%
Shares5.0K
Event2026-03-31
Filed2026-04-27
ATO
ATMOS ENERGY CORP
0.33%
Shares2.1K
Event2026-03-31
Filed2026-04-27
PYPL
PAYPAL HLDGS INC
New
Shares8.6K
Event2026-03-31
Filed2026-04-27
LIBERTY GLOBAL LTD
LIBERTY GLOBAL LTD
2.43%
Shares32.1K
Event2026-03-31
Filed2026-04-27
CLOV
CLOVER HEALTH INVESTMENTS CO
29.41%
Shares220.0K
Event2026-03-31
Filed2026-04-27
DGRO
ISHARES TR
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-27
AMT
AMERICAN TOWER CORP
-70.20%
Shares2.2K
Event2026-03-31
Filed2026-04-27
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
10.24%
Shares5.5K
Event2026-03-31
Filed2026-04-27
RCL
ROYAL CARIBBEAN GROUP
20.63%
Shares1.4K
Event2026-03-31
Filed2026-04-27
USB
US BANCORP
28.60%
Shares7.2K
Event2026-03-31
Filed2026-04-27
SCHF
SCHWAB STRATEGIC TR
New
Shares15.1K
Event2026-03-31
Filed2026-04-27
SDY
SPDR SERIES TRUST
-56.88%
Shares2.5K
Event2026-03-31
Filed2026-04-27
CSX
CSX CORP
15.63%
Shares8.9K
Event2026-03-31
Filed2026-04-27
LHX
L3HARRIS TECHNOLOGIES INC
22.27%
Shares1.1K
Event2026-03-31
Filed2026-04-27
ROST
ROSS STORES INC
23.73%
Shares1.7K
Event2026-03-31
Filed2026-04-27
PNC
PNC FINL SVCS GROUP INC
27.66%
Shares1.7K
Event2026-03-31
Filed2026-04-27
DIA
STATE STR SPDR DOW JONES IND
New
Shares781
Event2026-03-31
Filed2026-04-27
CASY
CASEYS GEN STORES INC
-30.04%
Shares496
Event2026-03-31
Filed2026-04-27
EA
ELECTRONIC ARTS INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-27
URI
UNITED RENTALS INC
17.02%
Shares495
Event2026-03-31
Filed2026-04-27
TER
TERADYNE INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-27
A
AGILENT TECHNOLOGIES INC
New
Shares3.1K
Event2026-03-31
Filed2026-04-27
XHB
SPDR SERIES TRUST
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-27
EW
EDWARDS LIFESCIENCES CORP
15.26%
Shares4.4K
Event2026-03-31
Filed2026-04-27
DYNF
BLACKROCK ETF TRUST
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-27
FANG
DIAMONDBACK ENERGY INC
10.47%
Shares1.8K
Event2026-03-31
Filed2026-04-27
EBAY
EBAY INC.
12.26%
Shares3.9K
Event2026-03-31
Filed2026-04-27
REGN
REGENERON PHARMACEUTICALS
18.23%
Shares454
Event2026-03-31
Filed2026-04-27
XLF
SELECT SECTOR SPDR TR
-55.66%
Shares7.1K
Event2026-03-31
Filed2026-04-27
AEE
AMEREN CORP
2.53%
Shares3.2K
Event2026-03-31
Filed2026-04-27
TFC
TRUIST FINL CORP
6.90%
Shares7.5K
Event2026-03-31
Filed2026-04-27
PSX
PHILLIPS 66
18.95%
Shares1.9K
Event2026-03-31
Filed2026-04-27
DOV
DOVER CORP
11.27%
Shares1.6K
Event2026-03-31
Filed2026-04-27
MNST
MONSTER BEVERAGE CORP NEW
5.30%
Shares4.7K
Event2026-03-31
Filed2026-04-27
AEM
AGNICO EAGLE MINES LTD
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-27
FAST
FASTENAL CO
16.42%
Shares7.2K
Event2026-03-31
Filed2026-04-27
ADBE
ADOBE INC
-58.90%
Shares1.3K
Event2026-03-31
Filed2026-04-27
DLR
DIGITAL RLTY TR INC
New
Shares1.8K
Event2026-03-31
Filed2026-04-27
WCN
WASTE CONNECTIONS INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-27
SRE
SEMPRA
10.01%
Shares3.2K
Event2026-03-31
Filed2026-04-27
ED
CONSOLIDATED EDISON INC
22.02%
Shares2.8K
Event2026-03-31
Filed2026-04-27
SNX
TD SYNNEX CORPORATION
4.06%
Shares1.8K
Event2026-03-31
Filed2026-04-27
YUM
YUM BRANDS INC
14.29%
Shares2.0K
Event2026-03-31
Filed2026-04-27
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
33.90%
Shares2.7K
Event2026-03-31
Filed2026-04-27
MSI
MOTOROLA SOLUTIONS INC
36.07%
Shares713
Event2026-03-31
Filed2026-04-27
EMR
EMERSON ELEC CO
8.94%
Shares2.4K
Event2026-03-31
Filed2026-04-27
FNDF
SCHWAB STRATEGIC TR
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-27
PKG
PACKAGING CORP AMER
New
Shares1.4K
Event2026-03-31
Filed2026-04-27
WAB
WABTEC
10.75%
Shares1.2K
Event2026-03-31
Filed2026-04-27
CAH
CARDINAL HEALTH INC
9.38%
Shares1.4K
Event2026-03-31
Filed2026-04-27
OGE
OGE ENERGY CORP
2.65%
Shares6.2K
Event2026-03-31
Filed2026-04-27
CYH
COMMUNITY HEALTH SYS INC NEW
0.00%
Shares100.0K
Event2026-03-31
Filed2026-04-27
BR
BROADRIDGE FINL SOLUTIONS IN
-62.11%
Shares1.8K
Event2026-03-31
Filed2026-04-27
O
REALTY INCOME CORP
21.46%
Shares4.8K
Event2026-03-31
Filed2026-04-27
ISHARES GOLD TR
ISHARES GOLD TR
32.49%
Shares3.3K
Event2026-03-31
Filed2026-04-27
DAL
DELTA AIR LINES INC
36.21%
Shares4.4K
Event2026-03-31
Filed2026-04-27
DGX
QUEST DIAGNOSTICS INC
1.65%
Shares1.5K
Event2026-03-31
Filed2026-04-27
VWO
VANGUARD INTL EQUITY INDEX F
-28.16%
Shares5.3K
Event2026-03-31
Filed2026-04-27
VMBS
VANGUARD SCOTTSDALE FDS
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-27
BIIB
BIOGEN INC
5.75%
Shares1.5K
Event2026-03-31
Filed2026-04-27
PCAR
PACCAR INC
10.75%
Shares2.5K
Event2026-03-31
Filed2026-04-27
AJG
GALLAGHER ARTHUR J & CO
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
CARR
CARRIER GLOBAL CORPORATION
New
Shares5.0K
Event2026-03-31
Filed2026-04-27
XLV
SELECT SECTOR SPDR TR
-91.10%
Shares1.9K
Event2026-03-31
Filed2026-04-27
DDOG
DATADOG INC
New
Shares2.3K
Event2026-03-31
Filed2026-04-27
D
DOMINION ENERGY INC
-0.73%
Shares4.5K
Event2026-03-31
Filed2026-04-27
UI
UBIQUITI INC
New
Shares349
Event2026-03-31
Filed2026-04-27
BKR
BAKER HUGHES COMPANY
New
Shares4.5K
Event2026-03-31
Filed2026-04-27
TDG
TRANSDIGM GROUP INC
6.31%
Shares236
Event2026-03-31
Filed2026-04-27
NSC
NORFOLK SOUTHN CORP
4.39%
Shares952
Event2026-03-31
Filed2026-04-27
HESM
HESS MIDSTREAM LP
-42.08%
Shares7.0K
Event2026-03-31
Filed2026-04-27
DASH
DOORDASH INC
47.90%
Shares1.8K
Event2026-03-31
Filed2026-04-27
IQV
IQVIA HLDGS INC
-36.30%
Shares1.6K
Event2026-03-31
Filed2026-04-27
BTI
BRITISH AMERN TOB PLC
-15.98%
Shares4.6K
Event2026-03-31
Filed2026-04-27
DG
DOLLAR GEN CORP
-44.69%
Shares2.2K
Event2026-03-31
Filed2026-04-27
ALLE
ALLEGION PLC
7.90%
Shares1.8K
Event2026-03-31
Filed2026-04-27
NLR
VANECK ETF TRUST
New
Shares2.0K
Event2026-03-31
Filed2026-04-27
CTVA
CORTEVA INC
New
Shares3.1K
Event2026-03-31
Filed2026-04-27
AON PLC
AON PLC
-47.91%
Shares799
Event2026-03-31
Filed2026-04-27
XLI
SELECT SECTOR SPDR TR
-80.64%
Shares1.6K
Event2026-03-31
Filed2026-04-27
SYY
SYSCO CORP
5.58%
Shares3.6K
Event2026-03-31
Filed2026-04-27
EQT CORP
EQT CORP
New
Shares4.0K
Event2026-03-31
Filed2026-04-27
IXC
ISHARES TR
New
Shares4.4K
Event2026-03-31
Filed2026-04-27
AZO
AUTOZONE INC
8.70%
Shares75
Event2026-03-31
Filed2026-04-27
VCR
VANGUARD WORLD FD
18.32%
Shares704
Event2026-03-31
Filed2026-04-27
JAAA
JANUS DETROIT STR TR
New
Shares5.0K
Event2026-03-31
Filed2026-04-27
SRLN
SSGA ACTIVE ETF TR
New
Shares6.3K
Event2026-03-31
Filed2026-04-27
VST
VISTRA CORP
New
Shares1.7K
Event2026-03-31
Filed2026-04-27
EXC
EXELON CORP
New
Shares5.1K
Event2026-03-31
Filed2026-04-27
BIL
SPDR SERIES TRUST
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-27
WBD
WARNER BROS DISCOVERY INC
New
Shares9.1K
Event2026-03-31
Filed2026-04-27
ROK
ROCKWELL AUTOMATION INC
-0.72%
Shares688
Event2026-03-31
Filed2026-04-27
ANGLOGOLD ASHANTI PLC
ANGLOGOLD ASHANTI PLC
-49.71%
Shares2.5K
Event2026-03-31
Filed2026-04-27
XLC
SELECT SECTOR SPDR TR
9.95%
Shares2.2K
Event2026-03-31
Filed2026-04-27
UNILEVER PLC
UNILEVER PLC
9.23%
Shares4.3K
Event2026-03-31
Filed2026-04-27
VICI
VICI PPTYS INC
New
Shares8.9K
Event2026-03-31
Filed2026-04-27
HOOD
ROBINHOOD MKTS INC
New
Shares3.5K
Event2026-03-31
Filed2026-04-27
STT
STATE STR CORP
11.01%
Shares1.9K
Event2026-03-31
Filed2026-04-27
TRMB
TRIMBLE INC
New
Shares3.7K
Event2026-03-31
Filed2026-04-27
COIN
COINBASE GLOBAL INC
New
Shares1.4K
Event2026-03-31
Filed2026-04-27
BWXT
BWX TECHNOLOGIES INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-27
IRM
IRON MTN INC DEL
New
Shares2.3K
Event2026-03-31
Filed2026-04-27
WAT
WATERS CORP
New
Shares796
Event2026-03-31
Filed2026-04-27
ELV
ELEVANCE HEALTH INC FORMERLY
-12.09%
Shares807
Event2026-03-31
Filed2026-04-27
PFG
PRINCIPAL FINANCIAL GROUP IN
5.37%
Shares2.6K
Event2026-03-31
Filed2026-04-27
TYL
TYLER TECHNOLOGIES INC
New
Shares685
Event2026-03-31
Filed2026-04-27
KDP
KEURIG DR PEPPER INC
New
Shares8.9K
Event2026-03-31
Filed2026-04-27
AKAM
AKAMAI TECHNOLOGIES INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-27
IJS
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-27
EVR
EVERCORE INC
-16.79%
Shares773
Event2026-03-31
Filed2026-04-27
DHI
D R HORTON INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-27
RMD
RESMED INC
6.20%
Shares994
Event2026-03-31
Filed2026-04-27
TPR
TAPESTRY INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-27
ALB
ALBEMARLE CORP
New
Shares1.2K
Event2026-03-31
Filed2026-04-27
EXPE
EXPEDIA GROUP INC
2.07%
Shares935
Event2026-03-31
Filed2026-04-27
NDSN
NORDSON CORP
New
Shares810
Event2026-03-31
Filed2026-04-27
HDV
ISHARES TR
New
Shares1.6K
Event2026-03-31
Filed2026-04-27
APA CORPORATION
APA CORPORATION
-89.55%
Shares5.1K
Event2026-03-31
Filed2026-04-27
JBHT
HUNT J B TRANS SVCS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
KR
KROGER CO
New
Shares2.9K
Event2026-03-31
Filed2026-04-27
KEY
KEYCORP
New
Shares10.6K
Event2026-03-31
Filed2026-04-27
CVE
CENOVUS ENERGY INC
New
Shares8.0K
Event2026-03-31
Filed2026-04-27
MAIN
MAIN STR CAP CORP
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-27
ALL
ALLSTATE CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-30.83%
Shares1.9K
Event2026-03-31
Filed2026-04-27
FI
FISERV INC
-30.41%
Shares3.8K
Event2026-03-31
Filed2026-04-27
PPH
VANECK ETF TRUST
New
Shares2.0K
Event2026-03-31
Filed2026-04-27
LB
LANDBRIDGE COMPANY LLC
New
Shares3.0K
Event2026-03-31
Filed2026-04-27
PJT
PJT PARTNERS INC
-8.97%
Shares1.5K
Event2026-03-31
Filed2026-04-27
DVY
ISHARES TR
New
Shares1.4K
Event2026-03-31
Filed2026-04-27
BARRICK MNG CORP
BARRICK MNG CORP
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-27
NRG
NRG ENERGY INC
7.41%
Shares1.4K
Event2026-03-31
Filed2026-04-27
MDLZ
MONDELEZ INTL INC
New
Shares3.5K
Event2026-03-31
Filed2026-04-27
CBRE
CBRE GROUP INC
11.41%
Shares1.5K
Event2026-03-31
Filed2026-04-27
VMC
VULCAN MATLS CO
4.08%
Shares739
Event2026-03-31
Filed2026-04-27
KVUE
KENVUE INC
-16.36%
Shares10.3K
Event2026-03-31
Filed2026-04-27
IYW
ISHARES TR
New
Shares968
Event2026-03-31
Filed2026-04-27
VTRS
VIATRIS INC
New
Shares11.9K
Event2026-03-31
Filed2026-04-27
XBI
SPDR SERIES TRUST
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
KRP
KIMBELL RTY PARTNERS LP
New
Shares11.0K
Event2026-03-31
Filed2026-04-27
FLTR
VANECK ETF TRUST
New
Shares6.0K
Event2026-03-31
Filed2026-04-27
PAVE
GLOBAL X FDS
New
Shares3.0K
Event2026-03-31
Filed2026-04-27
XLP
SELECT SECTOR SPDR TR
-76.99%
Shares1.9K
Event2026-03-31
Filed2026-04-27
THRO
BLACKROCK ETF TRUST
New
Shares4.0K
Event2026-03-31
Filed2026-04-27
IJJ
ISHARES TR
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
GFR
GREENFIRE RES LTD NEW
New
Shares22.3K
Event2026-03-31
Filed2026-04-27
VB
VANGUARD INDEX FDS
-45.93%
Shares532
Event2026-03-31
Filed2026-04-27
USMV
ISHARES TR
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
VV
VANGUARD INDEX FDS
New
Shares375
Event2026-03-31
Filed2026-04-27
MLPA
GLOBAL X FDS
New
Shares1.9K
Event2026-03-31
Filed2026-04-27
XLU
SELECT SECTOR SPDR TR
-84.03%
Shares2.2K
Event2026-03-31
Filed2026-04-27
EPSN
EPSILON ENERGY LTD
New
Shares15.5K
Event2026-03-31
Filed2026-04-27
PRME
PRIME MEDICINE INC
New
Shares25.0K
Event2026-03-31
Filed2026-04-27
LEN.B
LENNAR CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
SPHQ
INVESCO EXCHANGE TRADED FD T
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
MDYG
SPDR SERIES TRUST
New
Shares762
Event2026-03-31
Filed2026-04-27
MOAT
VANECK ETF TRUST
New
Shares750
Event2026-03-31
Filed2026-04-27
MGC
VANGUARD WORLD FD
New
Shares300
Event2026-03-31
Filed2026-04-27
AAXJ
ISHARES TR
New
Shares687
Event2026-03-31
Filed2026-04-27
COPX
GLOBAL X FDS
New
Shares850
Event2026-03-31
Filed2026-04-27
PCT
PURECYCLE TECHNOLOGIES INC
New
Shares12.2K
Event2026-03-31
Filed2026-04-27
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
New
Shares628
Event2026-03-31
Filed2026-04-27
DUHP
DIMENSIONAL ETF TRUST
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
TIPX
SPDR SERIES TRUST
New
Shares2.8K
Event2026-03-31
Filed2026-04-27
XLRE
SELECT SECTOR SPDR TR
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
ISTB
ISHARES TR
New
Shares905
Event2026-03-31
Filed2026-04-27
DFAU
DIMENSIONAL ETF TRUST
New
Shares954
Event2026-03-31
Filed2026-04-27
VOX
VANGUARD WORLD FD
New
Shares229
Event2026-03-31
Filed2026-04-27
VHT
VANGUARD WORLD FD
New
Shares150
Event2026-03-31
Filed2026-04-27
OXY.WS
OCCIDENTAL PETE CORP
New
Shares875
Event2026-03-31
Filed2026-04-27
VIS
VANGUARD WORLD FD
New
Shares119
Event2026-03-31
Filed2026-04-27
IYM
ISHARES TR
New
Shares206
Event2026-03-31
Filed2026-04-27
DFIC
DIMENSIONAL ETF TRUST
New
Shares922
Event2026-03-31
Filed2026-04-27
DFUV
DIMENSIONAL ETF TRUST
New
Shares673
Event2026-03-31
Filed2026-04-27
IMTM
ISHARES TR
New
Shares650
Event2026-03-31
Filed2026-04-27
SPYM
SPDR SERIES TRUST
New
Shares383
Event2026-03-31
Filed2026-04-27
MLPX
GLOBAL X FDS
New
Shares394
Event2026-03-31
Filed2026-04-27
XAR
SPDR SERIES TRUST
New
Shares110
Event2026-03-31
Filed2026-04-27
XME
SPDR SERIES TRUST
New
Shares250
Event2026-03-31
Filed2026-04-27
XSD
SPDR SERIES TRUST
New
Shares80
Event2026-03-31
Filed2026-04-27
MTUM
ISHARES TR
New
Shares108
Event2026-03-31
Filed2026-04-27
XPH
SPDR SERIES TRUST
New
Shares475
Event2026-03-31
Filed2026-04-27
IAK
ISHARES TR
New
Shares200
Event2026-03-31
Filed2026-04-27
BOTZ
GLOBAL X FDS
New
Shares750
Event2026-03-31
Filed2026-04-27
KCE
SPDR SERIES TRUST
New
Shares175
Event2026-03-31
Filed2026-04-27
AIQ
GLOBAL X FDS
New
Shares500
Event2026-03-31
Filed2026-04-27
IQLT
ISHARES TR
New
Shares500
Event2026-03-31
Filed2026-04-27
VDC
VANGUARD WORLD FD
New
Shares100
Event2026-03-31
Filed2026-04-27
EWC
ISHARES INC
New
Shares395
Event2026-03-31
Filed2026-04-27
XLE
SELECT SECTOR SPDR TR
-98.69%
Shares330
Event2026-03-31
Filed2026-04-27
DFAI
DIMENSIONAL ETF TRUST
New
Shares516
Event2026-03-31
Filed2026-04-27
XYLD
GLOBAL X FDS
New
Shares504
Event2026-03-31
Filed2026-04-27
QYLD
GLOBAL X FDS
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
IEO
ISHARES TR
New
Shares135
Event2026-03-31
Filed2026-04-27
EWL
ISHARES INC
New
Shares285
Event2026-03-31
Filed2026-04-27
IWN
ISHARES TR
New
Shares85
Event2026-03-31
Filed2026-04-27
FNDX
SCHWAB STRATEGIC TR
New
Shares555
Event2026-03-31
Filed2026-04-27
RYLD
GLOBAL X FDS
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
XLB
SELECT SECTOR SPDR TR
New
Shares290
Event2026-03-31
Filed2026-04-27
DFAC
DIMENSIONAL ETF TRUST
New
Shares311
Event2026-03-31
Filed2026-04-27
DCOR
DIMENSIONAL ETF TRUST
New
Shares167
Event2026-03-31
Filed2026-04-27
DFAE
DIMENSIONAL ETF TRUST
New
Shares339
Event2026-03-31
Filed2026-04-27
BBAX
J P MORGAN EXCHANGE TRADED F
New
Shares177
Event2026-03-31
Filed2026-04-27
VGT
VANGUARD WORLD FD
New
Shares15
Event2026-03-31
Filed2026-04-27
ACWX
ISHARES TR
New
Shares116
Event2026-03-31
Filed2026-04-27
VNQ
VANGUARD INDEX FDS
New
Shares83
Event2026-03-31
Filed2026-04-27
VAW
VANGUARD WORLD FD
New
Shares29
Event2026-03-31
Filed2026-04-27
IWO
ISHARES TR
New
Shares20
Event2026-03-31
Filed2026-04-27
EWZ
ISHARES INC
New
Shares163
Event2026-03-31
Filed2026-04-27
DFEM
DIMENSIONAL ETF TRUST
New
Shares180
Event2026-03-31
Filed2026-04-27
VOE
VANGUARD INDEX FDS
New
Shares33
Event2026-03-31
Filed2026-04-27
VBR
VANGUARD INDEX FDS
New
Shares18
Event2026-03-31
Filed2026-04-27
EEMA
ISHARES INC
New
Shares21
Event2026-03-31
Filed2026-04-27
SCHG
SCHWAB STRATEGIC TR
New
Shares1
Event2026-03-31
Filed2026-04-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available