Sponsored

The Analysis of UHLMANN PRICE SECURITIES, LLC's Holdings & P&L

Currently, UHLMANN PRICE SECURITIES, LLC holds 253 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in KLAC (+780.7K shares, valued at $1.2B), SO (+107.5K shares, valued at $10.1M), AAPL (+29.1K shares, valued at $7.3M); decreased their positions in USFR (-26.9K shares, valued at $1.4M), MU (-1.4K shares, valued at $459.0K), SLV (-4.3K shares, valued at $327.7K); initiated new positions in SO (+107.5K shares, valued at $10.1M), N/A (+7.8K shares, valued at $4.7M), LLY (+4.7K shares, valued at $4.2M).

1M P&L

+578.3M+4.02%

3M P&L

+3.1B+25.81%

HY P&L

+5.9B+64.75%

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

1Semiconductor Equipment & Materials1.2B

84.0%

2N/A73.4M

5.0%

3Drug Manufacturers - General12.8M

0.9%

Top Industries by Stock Count

1N/A86 stocks

37.2%

2Oil & Gas E&P8 stocks

3.5%

3Semiconductors7 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KLAC KLA CORP781.1K shares209302.68%2026-03-312026-04-16

USFR WISDOMTREE TR438.4K shares-5.78%2026-03-312026-04-16

AAPL APPLE INC43.7K shares199.17%2026-03-312026-04-16

SO SOUTHERN CO107.5K sharesnew addition2026-03-312026-04-16

CSCO CISCO SYS INC73.6K shares281.20%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC6.5K shares46.59%2026-03-312026-04-16

ALPHABET INC ALPHABET INC18.5K shares48.54%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC45.0K shares12.66%2026-03-312026-04-16

Sponsored

INTU INTUIT11.0K shares12.48%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS7.8K sharesnew addition2026-03-312026-04-16

JPM JPMORGAN CHASE & CO15.3K shares10.00%2026-03-312026-04-16

LLY ELI LILLY & CO4.7K sharesnew addition2026-03-312026-04-16

MSFT MICROSOFT CORP10.1K shares234.58%2026-03-312026-04-16

NVDA NVIDIA CORPORATION19.6K shares572.57%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T5.1K shares1054.38%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.9K shares80.00%2026-03-312026-04-16

Sponsored

JNJ JOHNSON & JOHNSON13.8K shares149.70%2026-03-312026-04-16

HSY HERSHEY CO14.9K sharesnew addition2026-03-312026-04-16

UBER UBER TECHNOLOGIES INC42.9K shares21.72%2026-03-312026-04-16

WMT WALMART INC23.1K shares287.61%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO9.3K sharesnew addition2026-03-312026-04-16

ABBV ABBVIE INC12.9K shares140.56%2026-03-312026-04-16

NML NEUBERGER ENGY INFRSTR & INC239.9K shares2.92%2026-03-312026-04-16

AGG ISHARES TR24.9K sharesnew addition2026-03-312026-04-16

Sponsored

MXF MEXICO FD INC107.2K shares1.91%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR3.9K shares1.77%2026-03-312026-04-16

ALPHABET INC ALPHABET INC7.6K shares24.89%2026-03-312026-04-16

KO COCA COLA CO28.5K shares170.04%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP22.4K shares72.57%2026-03-312026-04-16

TGT TARGET CORP17.3K shares0.90%2026-03-312026-04-16

INTC INTEL CORP47.5K shares664.08%2026-03-312026-04-16

DLN WISDOMTREE TR23.3K shares0.34%2026-03-312026-04-16

Sponsored

EXE EXPAND ENERGY CORPORATION18.9K shares-3.30%2026-03-312026-04-16

AEM AGNICO EAGLE MINES LTD9.8K shares-10.74%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS8.1K shares62.80%2026-03-312026-04-16

SHOP SHOPIFY INC16.0K shares-1.21%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP3.1K sharesnew addition2026-03-312026-04-16

PEO ADAM NAT RES FD INC67.4K shares1.84%2026-03-312026-04-16

XOM EXXON MOBIL CORP10.6K shares424.74%2026-03-312026-04-16

CHWY CHEWY INC64.3K shares10.01%2026-03-312026-04-16

Sponsored

AMZN AMAZON COM INC8.2K shares104.00%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC13.9K shares235.05%2026-03-312026-04-16

TPZ TORTOISE CAPITAL SERIES TRUS74.2K shares-1.78%2026-03-312026-04-16

STEW SRH TOTAL RETURN FUND INC89.7K shares5.47%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP6.5K sharesnew addition2026-03-312026-04-16

PSX PHILLIPS 668.5K shares135.71%2026-03-312026-04-16

DIS DISNEY WALT CO15.6K shares31.64%2026-03-312026-04-16

HYIN WISDOMTREE TR98.7K sharesnew addition2026-03-312026-04-16

Sponsored

MAT MATTEL INC96.0K shares11.40%2026-03-312026-04-16

DHS WISDOMTREE TR12.3K shares-0.40%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC9.2K shares4.41%2026-03-312026-04-16

PG PROCTER & GAMBLE CO9.2K sharesnew addition2026-03-312026-04-16

EQR EQUITY RESIDENTIAL21.5K sharesnew addition2026-03-312026-04-16

HQL ABRDN LIFE SCIENCES INVESTOR77.9K shares2.26%2026-03-312026-04-16

CAVA CAVA GROUP INC15.4K shares2.06%2026-03-312026-04-16

PYPL PAYPAL HLDGS INC26.6K shares8.17%2026-03-312026-04-16

Sponsored

CLX CLOROX CO DEL11.5K sharesnew addition2026-03-312026-04-16

PAYX PAYCHEX INC12.4K shares6.73%2026-03-312026-04-16

ITB ISHARES TR12.5K sharesnew addition2026-03-312026-04-16

DGRW WISDOMTREE TR12.8K shares0.25%2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC8.7K sharesnew addition2026-03-312026-04-16

EPD ENTERPRISE PRODS PARTNERS L27.4K shares-10.39%2026-03-312026-04-16

FANG DIAMONDBACK ENERGY INC5.1K shares-3.52%2026-03-312026-04-16

CBOE CBOE GLOBAL MKTS INC3.5K shares-9.21%2026-03-312026-04-16

Sponsored

RMT ROYCE MICRO-CAP TR INC87.4K shares2.42%2026-03-312026-04-16

PFE PFIZER INC35.6K shares147.22%2026-03-312026-04-16

SBUX STARBUCKS CORP10.9K shares0.22%2026-03-312026-04-16

CGXU CAPITAL GROUP INTL FOCUS EQT32.4K shares0.74%2026-03-312026-04-16

PINS PINTEREST INC51.2K shares38.76%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO15.8K shares172.89%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC5.6K shares351.00%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP1.3K shares-0.22%2026-03-312026-04-16

Sponsored

ANGI INC ANGI INC131.1K shares347.06%2026-03-312026-04-16

RTX RTX CORPORATION4.6K sharesnew addition2026-03-312026-04-16

CGMS CAPITAL GRP FIXED INCM ETF T32.1K shares20.10%2026-03-312026-04-16

NIM NUVEEN SELECT MAT MUN FD92.1K shares6.73%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC16.5K sharesnew addition2026-03-312026-04-16

EOG EOG RES INC5.8K shares-1.12%2026-03-312026-04-16

ABT ABBOTT LABORATORIES7.9K shares106.73%2026-03-312026-04-16

VTV VANGUARD INDEX FDS4.1K shares0.41%2026-03-312026-04-16

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT23.9K shares0.51%2026-03-312026-04-16

T AT&T INC26.9K shares169.79%2026-03-312026-04-16

ECF ELLSWORTH GROWTH & INCOME FD68.7K shares1.48%2026-03-312026-04-16

COP CONOCOPHILLIPS5.9K sharesnew addition2026-03-312026-04-16

CGHM CAPITAL GRP FIXED INCM ETF T29.9K shares15.87%2026-03-312026-04-16

NWL NEWELL BRANDS INC218.4K shares-0.10%2026-03-312026-04-16

ADX ADAMS DIVERSIFIED EQUITY FD34.2K shares1.88%2026-03-312026-04-16

MCHP MICROCHIP TECHNOLOGY INC.11.4K shares-12.69%2026-03-312026-04-16

Sponsored

AMAT APPLIED MATLS INC2.1K shares8.29%2026-03-312026-04-16

CME CME GROUP INC2.4K shares-15.74%2026-03-312026-04-16

CGBL CAPITAL GROUP CORE BALANCED20.9K shares-0.00%2026-03-312026-04-16

KWEB KRANESHARES TRUST25.2K shares-1.00%2026-03-312026-04-16

GLW CORNING INC5.0K sharesnew addition2026-03-312026-04-16

HD HOME DEPOT INC2.1K shares35.00%2026-03-312026-04-16

STLD STEEL DYNAMICS INC3.8K shares0.11%2026-03-312026-04-16

SLB SLB LIMITED13.1K shares-2.94%2026-03-312026-04-16

Sponsored

SLV ISHARES SILVER TR8.8K shares-32.68%2026-03-312026-04-16

EQT CORP EQT CORP10.6K shares0.84%2026-03-312026-04-16

VLO VALERO ENERGY CORP2.7K shares-4.48%2026-03-312026-04-16

DON WISDOMTREE TR12.4K shares0.42%2026-03-312026-04-16

AEO AMERICAN EAGLE OUTFITTERS IN38.9K shares-1.91%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.1K sharesnew addition2026-03-312026-04-16

JBL JABIL INC2.4K shares0.00%2026-03-312026-04-16

VTR VENTAS INC7.7K sharesnew addition2026-03-312026-04-16

Sponsored

MEDTRONIC PLC MEDTRONIC PLC7.2K shares167.85%2026-03-312026-04-16

SDY SPDR SERIES TRUST4.3K shares0.09%2026-03-312026-04-16

GILD GILEAD SCIENCES INC4.5K shares5.65%2026-03-312026-04-16

FCX FREEPORT MCMORAN INC10.9K sharesnew addition2026-03-312026-04-16

IXN ISHARES TR6.0K sharesnew addition2026-03-312026-04-16

CQQQ INVESCO EXCH TRADED FD TR II13.2K shares-2.12%2026-03-312026-04-16

MMM 3M CO4.0K sharesnew addition2026-03-312026-04-16

AWF ALLIANCEBERNSTEIN GLOBAL HIG57.2K shares78.61%2026-03-312026-04-16

Sponsored

GRX GABELLI HEALTHCARE & WELLNES61.6K shares21.96%2026-03-312026-04-16

LAMR LAMAR ADVERTISING CO4.4K shares119.00%2026-03-312026-04-16

CRK COMSTOCK RES INC25.9K shares-2.26%2026-03-312026-04-16

DES WISDOMTREE TR15.2K shares0.23%2026-03-312026-04-16

DHR DANAHER CORP DEL2.9K shares139.08%2026-03-312026-04-16

NFJ VIRTUS DIVIDEND INTEREST & P43.2K shares2.43%2026-03-312026-04-16

BROADCOM INC BROADCOM INC1.7K shares12.36%2026-03-312026-04-16

XPO XPO INC2.9K sharesnew addition2026-03-312026-04-16

Sponsored

SCCO SOUTHERN COPPER CORP3.1K shares-8.42%2026-03-312026-04-16

BGR BLACKROCK ENERGY & RES TR30.6K shares1.44%2026-03-312026-04-16

HCKT HACKETT GROUP INC40.7K shares0.00%2026-03-312026-04-16

BCV BANCROFT FD LTD24.2K shares2.85%2026-03-312026-04-16

EQIX EQUINIX INC531 shares0.57%2026-03-312026-04-16

SUN SUNOCO LP/SUNOCO FIN CORP7.9K shares-1.93%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC2.5K shares10.12%2026-03-312026-04-16

BA BOEING CO2.5K shares5.64%2026-03-312026-04-16

Sponsored

APTIV PLC APTIV PLC7.0K sharesnew addition2026-03-312026-04-16

REMX VANECK ETF TRUST5.5K shares0.02%2026-03-312026-04-16

LION2 LIONSGATE STUDIOS CORP50.4K shares-7.66%2026-03-312026-04-16

CGSM CAPITAL GRP FIXED INCM ETF T18.4K shares-5.71%2026-03-312026-04-16

KYN KAYNE ANDERSON ENERGY INFRST33.4K shares1.79%2026-03-312026-04-16

HQH ABRDN HEALTHCARE INVESTORS26.5K shares3.03%2026-03-312026-04-16

ZBH ZIMMER BIOMET HOLDINGS INC5.4K sharesnew addition2026-03-312026-04-16

MCD MCDONALDS CORP1.5K shares3.61%2026-03-312026-04-16

Sponsored

AR ANTERO RESOURCES CORP10.9K shares-27.97%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC1.4K shares-50.00%2026-03-312026-04-16

RIO RIO TINTO PLC4.9K shares0.02%2026-03-312026-04-16

MPWR MONOLITHIC PWR SYS INC413 shares-3.73%2026-03-312026-04-16

RRC RANGE RES CORP9.9K shares-7.35%2026-03-312026-04-16

WMB WILLIAMS COS INC6.1K shares27.23%2026-03-312026-04-16

CAT CATERPILLAR INC631 shares3.10%2026-03-312026-04-16

GXO GXO LOGISTICS INCORPORATED8.6K sharesnew addition2026-03-312026-04-16

Sponsored

QCOM QUALCOMM INC3.4K sharesnew addition2026-03-312026-04-16

NTRS NORTHERN TR CORP3.1K shares0.94%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW1.3K sharesnew addition2026-03-312026-04-16

BSTZ BLACKROCK SCIENCE & TECHNOLO18.5K shares2.18%2026-03-312026-04-16

VUG VANGUARD INDEX FDS908 sharesnew addition2026-03-312026-04-16

GLD SPDR GOLD TR934 shares7.98%2026-03-312026-04-16

SHEL SHELL PLC4.3K shares7.25%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC6.9K sharesnew addition2026-03-312026-04-16

Sponsored

KMB KIMBERLY-CLARK CORP4.0K sharesnew addition2026-03-312026-04-16

TOTALENERGIES SE TOTALENERGIES SE4.4K shares11.35%2026-03-312026-04-16

WPM WHEATON PRECIOUS METALS CORP3.0K shares0.00%2026-03-312026-04-16

ZTS ZOETIS INC3.3K shares0.00%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC2.0K sharesnew addition2026-03-312026-04-16

CMI CUMMINS INC717 shares2.43%2026-03-312026-04-16

TJX TJX COS INC NEW2.4K sharesnew addition2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION378 shares39.48%2026-03-312026-04-16

Sponsored

UNP UNION PAC CORP1.6K sharesnew addition2026-03-312026-04-16

IGA VOYA GLBL ADV & PREM OPP FD39.0K shares2.60%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC3.3K sharesnew addition2026-03-312026-04-16

IQDG WISDOMTREE TR9.2K shares0.10%2026-03-312026-04-16

BIL SPDR SERIES TRUST4.0K sharesnew addition2026-03-312026-04-16

SYK STRYKER CORPORATION1.1K shares1.27%2026-03-312026-04-16

GIS GENERAL MILLS INC9.8K shares58.61%2026-03-312026-04-16

NPFD NUVEEN VRIABL RAT PFD & INM19.9K shares1.60%2026-03-312026-04-16

Sponsored

SNPS SYNOPSYS INC863 sharesnew addition2026-03-312026-04-16

CNQ CANADIAN NAT RES LTD MED TER7.4K shares0.81%2026-03-312026-04-16

MTRN MATERION CORP2.5K sharesnew addition2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC1.0K shares-0.10%2026-03-312026-04-16

NUE NUCOR CORP2.1K shares4.80%2026-03-312026-04-16

VBR VANGUARD INDEX FDS1.6K shares0.58%2026-03-312026-04-16

DELL DELL TECHNOLOGIES INC2.0K shares-15.44%2026-03-312026-04-16

WM WASTE MGMT INC DEL1.4K shares11.36%2026-03-312026-04-16

Sponsored

KNSL KINSALE CAP GROUP INC960 shares0.31%2026-03-312026-04-16

D DOMINION ENERGY INC5.4K sharesnew addition2026-03-312026-04-16

REGN REGENERON PHARMACEUTICALS436 sharesnew addition2026-03-312026-04-16

FDX FEDEX CORP903 shares-50.08%2026-03-312026-04-16

CARR CARRIER GLOBAL CORPORATION5.5K sharesnew addition2026-03-312026-04-16

TSLA TESLA INC855 shares49.48%2026-03-312026-04-16

IDE VOYA INFRASTRUCTURE INDLS &25.6K shares2.25%2026-03-312026-04-16

KEYS KEYSIGHT TECHNOLOGIES INC1.1K sharesnew addition2026-03-312026-04-16

Sponsored

PGR PROGRESSIVE CORP1.5K sharesnew addition2026-03-312026-04-16

SYY SYSCO CORP3.8K sharesnew addition2026-03-312026-04-16

NTR NUTRIEN LTD4.0K shares-5.57%2026-03-312026-04-16

EES WISDOMTREE TR5.3K shares0.21%2026-03-312026-04-16

ODFL OLD DOMINION FREIGHT LINE IN1.6K sharesnew addition2026-03-312026-04-16

WIW WESTERN AST INFL LKD OPP & I35.7K shares2.19%2026-03-312026-04-16

BOE BLACKROCK ENHANCED GLOBAL27.4K shares2.14%2026-03-312026-04-16

AEF ABRDN EMERGING MARKETS EX CH40.9K shares5.50%2026-03-312026-04-16

Sponsored

VBF INVESCO BD FD19.2K shares1.30%2026-03-312026-04-16

FMY FIRST TR MTG INCOME FD24.1K shares1.63%2026-03-312026-04-16

G GENPACT LIMITED7.0K sharesnew addition2026-03-312026-04-16

NEM NEWMONT CORP2.5K sharesnew addition2026-03-312026-04-16

TY TRI CONTL CORP5.4K sharesnew addition2026-03-312026-04-16

ICE INTERCONTINENTAL EXCHANGE IN1.6K shares1.00%2026-03-312026-04-16

DVY ISHARES TR1.7K shares0.00%2026-03-312026-04-16

RA BROOKFIELD REAL ASSETS INCOM19.7K shares2.26%2026-03-312026-04-16

Sponsored

BHP BHP BILLITON LIMITED3.5K shares-0.74%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS5.1K shares14.33%2026-03-312026-04-16

DOCU DOCUSIGN INC5.5K sharesnew addition2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC509 sharesnew addition2026-03-312026-04-16

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-16

CGCP CAPITAL GRP FIXED INCM ETF T10.8K shares0.21%2026-03-312026-04-16

IHD VOYA EMERGING MKTS HIGH DIVI35.7K shares2.46%2026-03-312026-04-16

Sponsored

RVT ROYCE SMALL CAP TRUST INC14.1K shares1.85%2026-03-312026-04-16

URI UNITED RENTALS INC310 sharesnew addition2026-03-312026-04-16

A AGILENT TECHNOLOGIES INC2.0K sharesnew addition2026-03-312026-04-16

SPXX NUVEEN S&P 500 DYNAMIC OVERW14.2K sharesnew addition2026-03-312026-04-16

TSI TCW STRATEGIC INCOME FD INC50.2K shares41.82%2026-03-312026-04-16

AOD ABRDN TOTAL DYNAMIC DIVIDEND24.4K shares4.16%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC628 sharesnew addition2026-03-312026-04-16

ARKB ARK 21SHARES BITCOIN ETF9.6K sharesnew addition2026-03-312026-04-16

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD947 shares-8.59%2026-03-312026-04-16

MO ALTRIA GROUP INC3.3K shares-16.01%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE758 sharesnew addition2026-03-312026-04-16

AON PLC AON PLC664 shares2.00%2026-03-312026-04-16

CTVA CORTEVA INC2.5K sharesnew addition2026-03-312026-04-16

KR KROGER CO2.9K sharesnew addition2026-03-312026-04-16

CGMM CAPITAL GROUP EQUITY ETF TR7.1K shares-0.01%2026-03-312026-04-16

GM GENERAL MTRS CO2.7K shares1.70%2026-03-312026-04-16

Sponsored

AMT AMERICAN TOWER CORP1.2K shares1.20%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC1.3K shares3.66%2026-03-312026-04-16

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-04-16

FPF FIRST TR INTER DURATN PFD &11.5K shares2.18%2026-03-312026-04-16

JEPI J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2026-03-312026-04-16

LBRT LIBERTY ENERGY INC7.0K sharesnew addition2026-03-312026-04-16

IAE VOYA ASIA PAC HIGH DIV EQT I27.3K shares2.51%2026-03-312026-04-16

FCT FIRST TR SR FLTG RATE INCOME20.2K shares2.94%2026-03-312026-04-16

Sponsored

MSOS ADVISORSHARES TR53.1K shares0.00%2026-03-312026-04-16

HBAN HUNTINGTON BANCSHARES INC11.9K shares0.90%2026-03-312026-04-16

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI10.6K shares2.96%2026-03-312026-04-16

TEI TEMPLETON EMERGING MKTS INCO29.1K shares2.21%2026-03-312026-04-16

EDD MORGAN STANLEY EMERGING MKTS34.2K shares1.36%2026-03-312026-04-16

CAG CONAGRA BRANDS INC11.1K sharesnew addition2026-03-312026-04-16

TU TELUS CORPORATION13.0K shares17.16%2026-03-312026-04-16

TRIP TRIPADVISOR INC16.7K sharesnew addition2026-03-312026-04-16

Sponsored

NPCT NUVEEN CORE PLUS IMPACT FUND15.4K shares1.89%2026-03-312026-04-16

WIA WESTERN ASSET INFLT LNK INC17.8K shares-0.08%2026-03-312026-04-16

VTRS VIATRIS INC10.7K sharesnew addition2026-03-312026-04-16

KIO KKR INCOME OPPORTUNITIES FD12.5K shares3.26%2026-03-312026-04-16

IGD VOYA GLBL EQTY DIV & PREM OP23.8K shares2.59%2026-03-312026-04-16

NUV NUVEEN MUN VALUE FD INC13.7K shares0.25%2026-03-312026-04-16

SABA SABA CAPITAL INCOME & OPPORT14.7K shares3.38%2026-03-312026-04-16

BKT BLACKROCK INCOME TR INC11.0K shares7.34%2026-03-312026-04-16

Sponsored

PGZ PRINCIPAL REAL ESTATE INCOME11.9K shares-10.81%2026-03-312026-04-16

AMBP ARDAGH METAL PACKAGING S A23.9K sharesnew addition2026-03-312026-04-16

PPT PUTNAM PREMIER INCOME TR22.9K shares2.12%2026-03-312026-04-16

UAA UNDER ARMOUR INC13.0K shares30.00%2026-03-312026-04-16

PCF HIGH INCOME SECS FD12.0K shares2.94%2026-03-312026-04-16

KLAC

KLA CORP

209302.68%

Shares781.1K

Event2026-03-31

Filed2026-04-16

USFR

WISDOMTREE TR

-5.78%

Shares438.4K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

199.17%

Shares43.7K

Event2026-03-31

Filed2026-04-16

SOUTHERN CO

New

Shares107.5K

Event2026-03-31

Filed2026-04-16

CSCO

CISCO SYS INC

281.20%

Shares73.6K

Event2026-03-31

Filed2026-04-16

GOLDMAN SACHS GROUP INC

46.59%

Shares6.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

48.54%

Shares18.5K

Event2026-03-31

Filed2026-04-16

BLACKSTONE INC

12.66%

Shares45.0K

Event2026-03-31

Filed2026-04-16

INTU

INTUIT

12.48%

Shares11.0K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

New

Shares7.8K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

10.00%

Shares15.3K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

New

Shares4.7K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

234.58%

Shares10.1K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

572.57%

Shares19.6K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

1054.38%

Shares5.1K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

80.00%

Shares6.9K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

149.70%

Shares13.8K

Event2026-03-31

Filed2026-04-16

HSY

HERSHEY CO

New

Shares14.9K

Event2026-03-31

Filed2026-04-16

UBER

UBER TECHNOLOGIES INC

21.72%

Shares42.9K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

287.61%

Shares23.1K

Event2026-03-31

Filed2026-04-16

AXP

AMERICAN EXPRESS CO

New

Shares9.3K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

140.56%

Shares12.9K

Event2026-03-31

Filed2026-04-16

NML

NEUBERGER ENGY INFRSTR & INC

2.92%

Shares239.9K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

New

Shares24.9K

Event2026-03-31

Filed2026-04-16

MXF

MEXICO FD INC

1.91%

Shares107.2K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

1.77%

Shares3.9K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

24.89%

Shares7.6K

Event2026-03-31

Filed2026-04-16

COCA COLA CO

170.04%

Shares28.5K

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP

72.57%

Shares22.4K

Event2026-03-31

Filed2026-04-16

TGT

TARGET CORP

0.90%

Shares17.3K

Event2026-03-31

Filed2026-04-16

INTC

INTEL CORP

664.08%

Shares47.5K

Event2026-03-31

Filed2026-04-16

DLN

WISDOMTREE TR

0.34%

Shares23.3K

Event2026-03-31

Filed2026-04-16

EXE

EXPAND ENERGY CORPORATION

-3.30%

Shares18.9K

Event2026-03-31

Filed2026-04-16

AEM

AGNICO EAGLE MINES LTD

-10.74%

Shares9.8K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

62.80%

Shares8.1K

Event2026-03-31

Filed2026-04-16

SHOP

SHOPIFY INC

-1.21%

Shares16.0K

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

New

Shares3.1K

Event2026-03-31

Filed2026-04-16

PEO

ADAM NAT RES FD INC

1.84%

Shares67.4K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

424.74%

Shares10.6K

Event2026-03-31

Filed2026-04-16

CHWY

CHEWY INC

10.01%

Shares64.3K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

104.00%

Shares8.2K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

235.05%

Shares13.9K

Event2026-03-31

Filed2026-04-16

TPZ

TORTOISE CAPITAL SERIES TRUS

-1.78%

Shares74.2K

Event2026-03-31

Filed2026-04-16

STEW

SRH TOTAL RETURN FUND INC

5.47%

Shares89.7K

Event2026-03-31

Filed2026-04-16

LAM RESEARCH CORP

New

Shares6.5K

Event2026-03-31

Filed2026-04-16

PSX

PHILLIPS 66

135.71%

Shares8.5K

Event2026-03-31

Filed2026-04-16

DIS

DISNEY WALT CO

31.64%

Shares15.6K

Event2026-03-31

Filed2026-04-16

HYIN

WISDOMTREE TR

New

Shares98.7K

Event2026-03-31

Filed2026-04-16

MAT

MATTEL INC

11.40%

Shares96.0K

Event2026-03-31

Filed2026-04-16

DHS

WISDOMTREE TR

-0.40%

Shares12.3K

Event2026-03-31

Filed2026-04-16

PLTR

PALANTIR TECHNOLOGIES INC

4.41%

Shares9.2K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

New

Shares9.2K

Event2026-03-31

Filed2026-04-16

EQR

EQUITY RESIDENTIAL

New

Shares21.5K

Event2026-03-31

Filed2026-04-16

HQL

ABRDN LIFE SCIENCES INVESTOR

2.26%

Shares77.9K

Event2026-03-31

Filed2026-04-16

CAVA

CAVA GROUP INC

2.06%

Shares15.4K

Event2026-03-31

Filed2026-04-16

PYPL

PAYPAL HLDGS INC

8.17%

Shares26.6K

Event2026-03-31

Filed2026-04-16

CLX

CLOROX CO DEL

New

Shares11.5K

Event2026-03-31

Filed2026-04-16

PAYX

PAYCHEX INC

6.73%

Shares12.4K

Event2026-03-31

Filed2026-04-16

ITB

ISHARES TR

New

Shares12.5K

Event2026-03-31

Filed2026-04-16

DGRW

WISDOMTREE TR

0.25%

Shares12.8K

Event2026-03-31

Filed2026-04-16

AEP

AMERICAN ELEC PWR CO INC

New

Shares8.7K

Event2026-03-31

Filed2026-04-16

EPD

ENTERPRISE PRODS PARTNERS L

-10.39%

Shares27.4K

Event2026-03-31

Filed2026-04-16

FANG

DIAMONDBACK ENERGY INC

-3.52%

Shares5.1K

Event2026-03-31

Filed2026-04-16

CBOE

CBOE GLOBAL MKTS INC

-9.21%

Shares3.5K

Event2026-03-31

Filed2026-04-16

RMT

ROYCE MICRO-CAP TR INC

2.42%

Shares87.4K

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

147.22%

Shares35.6K

Event2026-03-31

Filed2026-04-16

SBUX

STARBUCKS CORP

0.22%

Shares10.9K

Event2026-03-31

Filed2026-04-16

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.74%

Shares32.4K

Event2026-03-31

Filed2026-04-16

PINS

PINTEREST INC

38.76%

Shares51.2K

Event2026-03-31

Filed2026-04-16

BMY

BRISTOL-MYERS SQUIBB CO

172.89%

Shares15.8K

Event2026-03-31

Filed2026-04-16

PHILIP MORRIS INTL INC

351.00%

Shares5.6K

Event2026-03-31

Filed2026-04-16

NOC

NORTHROP GRUMMAN CORP

-0.22%

Shares1.3K

Event2026-03-31

Filed2026-04-16

ANGI INC

347.06%

Shares131.1K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

New

Shares4.6K

Event2026-03-31

Filed2026-04-16

CGMS

CAPITAL GRP FIXED INCM ETF T

20.10%

Shares32.1K

Event2026-03-31

Filed2026-04-16

NIM

NUVEEN SELECT MAT MUN FD

6.73%

Shares92.1K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

New

Shares16.5K

Event2026-03-31

Filed2026-04-16

EOG

EOG RES INC

-1.12%

Shares5.8K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

106.73%

Shares7.9K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

0.41%

Shares4.1K

Event2026-03-31

Filed2026-04-16

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.51%

Shares23.9K

Event2026-03-31

Filed2026-04-16

AT&T INC

169.79%

Shares26.9K

Event2026-03-31

Filed2026-04-16

ECF

ELLSWORTH GROWTH & INCOME FD

1.48%

Shares68.7K

Event2026-03-31

Filed2026-04-16

COP

CONOCOPHILLIPS

New

Shares5.9K

Event2026-03-31

Filed2026-04-16

CGHM

CAPITAL GRP FIXED INCM ETF T

15.87%

Shares29.9K

Event2026-03-31

Filed2026-04-16

NWL

NEWELL BRANDS INC

-0.10%

Shares218.4K

Event2026-03-31

Filed2026-04-16

ADX

ADAMS DIVERSIFIED EQUITY FD

1.88%

Shares34.2K

Event2026-03-31

Filed2026-04-16

MCHP

MICROCHIP TECHNOLOGY INC.

-12.69%

Shares11.4K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

8.29%

Shares2.1K

Event2026-03-31

Filed2026-04-16

CME

CME GROUP INC

-15.74%

Shares2.4K

Event2026-03-31

Filed2026-04-16

CGBL

CAPITAL GROUP CORE BALANCED

-0.00%

Shares20.9K

Event2026-03-31

Filed2026-04-16

KWEB

KRANESHARES TRUST

-1.00%

Shares25.2K

Event2026-03-31

Filed2026-04-16

GLW

CORNING INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

35.00%

Shares2.1K

Event2026-03-31

Filed2026-04-16

STLD

STEEL DYNAMICS INC

0.11%

Shares3.8K

Event2026-03-31

Filed2026-04-16

SLB

SLB LIMITED

-2.94%

Shares13.1K

Event2026-03-31

Filed2026-04-16

SLV

ISHARES SILVER TR

-32.68%

Shares8.8K

Event2026-03-31

Filed2026-04-16

EQT CORP

0.84%

Shares10.6K

Event2026-03-31

Filed2026-04-16

VLO

VALERO ENERGY CORP

-4.48%

Shares2.7K

Event2026-03-31

Filed2026-04-16

DON

WISDOMTREE TR

0.42%

Shares12.4K

Event2026-03-31

Filed2026-04-16

AEO

AMERICAN EAGLE OUTFITTERS IN

-1.91%

Shares38.9K

Event2026-03-31

Filed2026-04-16

DUKE ENERGY CORP NEW

New

Shares5.1K

Event2026-03-31

Filed2026-04-16

JBL

JABIL INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-16

VTR

VENTAS INC

New

Shares7.7K

Event2026-03-31

Filed2026-04-16

MEDTRONIC PLC

167.85%

Shares7.2K

Event2026-03-31

Filed2026-04-16

SDY

SPDR SERIES TRUST

0.09%

Shares4.3K

Event2026-03-31

Filed2026-04-16

GILD

GILEAD SCIENCES INC

5.65%

Shares4.5K

Event2026-03-31

Filed2026-04-16

FCX

FREEPORT MCMORAN INC

New

Shares10.9K

Event2026-03-31

Filed2026-04-16

IXN

ISHARES TR

New

Shares6.0K

Event2026-03-31

Filed2026-04-16

CQQQ

INVESCO EXCH TRADED FD TR II

-2.12%

Shares13.2K

Event2026-03-31

Filed2026-04-16

MMM

3M CO

New

Shares4.0K

Event2026-03-31

Filed2026-04-16

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

78.61%

Shares57.2K

Event2026-03-31

Filed2026-04-16

GRX

GABELLI HEALTHCARE & WELLNES

21.96%

Shares61.6K

Event2026-03-31

Filed2026-04-16

LAMR

LAMAR ADVERTISING CO

119.00%

Shares4.4K

Event2026-03-31

Filed2026-04-16

CRK

COMSTOCK RES INC

-2.26%

Shares25.9K

Event2026-03-31

Filed2026-04-16

DES

WISDOMTREE TR

0.23%

Shares15.2K

Event2026-03-31

Filed2026-04-16

DHR

DANAHER CORP DEL

139.08%

Shares2.9K

Event2026-03-31

Filed2026-04-16

NFJ

VIRTUS DIVIDEND INTEREST & P

2.43%

Shares43.2K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

12.36%

Shares1.7K

Event2026-03-31

Filed2026-04-16

XPO

XPO INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-16

SCCO

SOUTHERN COPPER CORP

-8.42%

Shares3.1K

Event2026-03-31

Filed2026-04-16

BGR

BLACKROCK ENERGY & RES TR

1.44%

Shares30.6K

Event2026-03-31

Filed2026-04-16

HCKT

HACKETT GROUP INC

0.00%

Shares40.7K

Event2026-03-31

Filed2026-04-16

BCV

BANCROFT FD LTD

2.85%

Shares24.2K

Event2026-03-31

Filed2026-04-16

EQIX

EQUINIX INC

0.57%

Shares531

Event2026-03-31

Filed2026-04-16

SUN

SUNOCO LP/SUNOCO FIN CORP

-1.93%

Shares7.9K

Event2026-03-31

Filed2026-04-16

AMD

ADVANCED MICRO DEVICES INC

10.12%

Shares2.5K

Event2026-03-31

Filed2026-04-16

BOEING CO

5.64%

Shares2.5K

Event2026-03-31

Filed2026-04-16

APTIV PLC

New

Shares7.0K

Event2026-03-31

Filed2026-04-16

REMX

VANECK ETF TRUST

0.02%

Shares5.5K

Event2026-03-31

Filed2026-04-16

LION2

LIONSGATE STUDIOS CORP

-7.66%

Shares50.4K

Event2026-03-31

Filed2026-04-16

CGSM

CAPITAL GRP FIXED INCM ETF T

-5.71%

Shares18.4K

Event2026-03-31

Filed2026-04-16

KYN

KAYNE ANDERSON ENERGY INFRST

1.79%

Shares33.4K

Event2026-03-31

Filed2026-04-16

HQH

ABRDN HEALTHCARE INVESTORS

3.03%

Shares26.5K

Event2026-03-31

Filed2026-04-16

ZBH

ZIMMER BIOMET HOLDINGS INC

New

Shares5.4K

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP

3.61%

Shares1.5K

Event2026-03-31

Filed2026-04-16

ANTERO RESOURCES CORP

-27.97%

Shares10.9K

Event2026-03-31

Filed2026-04-16

MICRON TECHNOLOGY INC

-50.00%

Shares1.4K

Event2026-03-31

Filed2026-04-16

RIO

RIO TINTO PLC

0.02%

Shares4.9K

Event2026-03-31

Filed2026-04-16

MPWR

MONOLITHIC PWR SYS INC

-3.73%

Shares413

Event2026-03-31

Filed2026-04-16

RRC

RANGE RES CORP

-7.35%

Shares9.9K

Event2026-03-31

Filed2026-04-16

WMB

WILLIAMS COS INC

27.23%

Shares6.1K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

3.10%

Shares631

Event2026-03-31

Filed2026-04-16

GXO

GXO LOGISTICS INCORPORATED

New

Shares8.6K

Event2026-03-31

Filed2026-04-16

QCOM

QUALCOMM INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-16

NTRS

NORTHERN TR CORP

0.94%

Shares3.1K

Event2026-03-31

Filed2026-04-16

MAR

MARRIOTT INTL INC NEW

New

Shares1.3K

Event2026-03-31

Filed2026-04-16

BSTZ

BLACKROCK SCIENCE & TECHNOLO

2.18%

Shares18.5K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

New

Shares908

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

7.98%

Shares934

Event2026-03-31

Filed2026-04-16

SHEL

SHELL PLC

7.25%

Shares4.3K

Event2026-03-31

Filed2026-04-16

MDLZ

MONDELEZ INTL INC

New

Shares6.9K

Event2026-03-31

Filed2026-04-16

KMB

KIMBERLY-CLARK CORP

New

Shares4.0K

Event2026-03-31

Filed2026-04-16

TOTALENERGIES SE

11.35%

Shares4.4K

Event2026-03-31

Filed2026-04-16

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-16

ZTS

ZOETIS INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-16

ASTRAZENECA PLC

New

Shares2.0K

Event2026-03-31

Filed2026-04-16

CMI

CUMMINS INC

2.43%

Shares717

Event2026-03-31

Filed2026-04-16

TJX

TJX COS INC NEW

New

Shares2.4K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

39.48%

Shares378

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-16

IGA

VOYA GLBL ADV & PREM OPP FD

2.60%

Shares39.0K

Event2026-03-31

Filed2026-04-16

CITIGROUP INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-16

IQDG

WISDOMTREE TR

0.10%

Shares9.2K

Event2026-03-31

Filed2026-04-16

BIL

SPDR SERIES TRUST

New

Shares4.0K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

1.27%

Shares1.1K

Event2026-03-31

Filed2026-04-16

GIS

GENERAL MILLS INC

58.61%

Shares9.8K

Event2026-03-31

Filed2026-04-16

NPFD

NUVEEN VRIABL RAT PFD & INM

1.60%

Shares19.9K

Event2026-03-31

Filed2026-04-16

SNPS

SYNOPSYS INC

New

Shares863

Event2026-03-31

Filed2026-04-16

CNQ

CANADIAN NAT RES LTD MED TER

0.81%

Shares7.4K

Event2026-03-31

Filed2026-04-16

MTRN

MATERION CORP

New

Shares2.5K

Event2026-03-31

Filed2026-04-16

LHX

L3HARRIS TECHNOLOGIES INC

-0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-16

NUE

NUCOR CORP

4.80%

Shares2.1K

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

0.58%

Shares1.6K

Event2026-03-31

Filed2026-04-16

DELL

DELL TECHNOLOGIES INC

-15.44%

Shares2.0K

Event2026-03-31

Filed2026-04-16

WASTE MGMT INC DEL

11.36%

Shares1.4K

Event2026-03-31

Filed2026-04-16

KNSL

KINSALE CAP GROUP INC

0.31%

Shares960

Event2026-03-31

Filed2026-04-16

DOMINION ENERGY INC

New

Shares5.4K

Event2026-03-31

Filed2026-04-16

REGN

REGENERON PHARMACEUTICALS

New

Shares436

Event2026-03-31

Filed2026-04-16

FDX

FEDEX CORP

-50.08%

Shares903

Event2026-03-31

Filed2026-04-16

CARR

CARRIER GLOBAL CORPORATION

New

Shares5.5K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

49.48%

Shares855

Event2026-03-31

Filed2026-04-16

IDE

VOYA INFRASTRUCTURE INDLS &

2.25%

Shares25.6K

Event2026-03-31

Filed2026-04-16

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-16

PGR

PROGRESSIVE CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-16

SYY

SYSCO CORP

New

Shares3.8K

Event2026-03-31

Filed2026-04-16

NTR

NUTRIEN LTD

-5.57%

Shares4.0K

Event2026-03-31

Filed2026-04-16

EES

WISDOMTREE TR

0.21%

Shares5.3K

Event2026-03-31

Filed2026-04-16

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares1.6K

Event2026-03-31

Filed2026-04-16

WIW

WESTERN AST INFL LKD OPP & I

2.19%

Shares35.7K

Event2026-03-31

Filed2026-04-16

BOE

BLACKROCK ENHANCED GLOBAL

2.14%

Shares27.4K

Event2026-03-31

Filed2026-04-16

AEF

ABRDN EMERGING MARKETS EX CH

5.50%

Shares40.9K

Event2026-03-31

Filed2026-04-16

VBF

INVESCO BD FD

1.30%

Shares19.2K

Event2026-03-31

Filed2026-04-16

FMY

FIRST TR MTG INCOME FD

1.63%

Shares24.1K

Event2026-03-31

Filed2026-04-16

GENPACT LIMITED

New

Shares7.0K

Event2026-03-31

Filed2026-04-16

NEM

NEWMONT CORP

New

Shares2.5K

Event2026-03-31

Filed2026-04-16

TRI CONTL CORP

New

Shares5.4K

Event2026-03-31

Filed2026-04-16

ICE

INTERCONTINENTAL EXCHANGE IN

1.00%

Shares1.6K

Event2026-03-31

Filed2026-04-16

DVY

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-16

BROOKFIELD REAL ASSETS INCOM

2.26%

Shares19.7K

Event2026-03-31

Filed2026-04-16

BHP

BHP BILLITON LIMITED

-0.74%

Shares3.5K

Event2026-03-31

Filed2026-04-16

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-16

VTEB

VANGUARD MUN BD FDS

14.33%

Shares5.1K

Event2026-03-31

Filed2026-04-16

DOCU

DOCUSIGN INC

New

Shares5.5K

Event2026-03-31

Filed2026-04-16

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares509

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

New

Shares1.2K

Event2026-03-31

Filed2026-04-16

CGCP

CAPITAL GRP FIXED INCM ETF T

0.21%

Shares10.8K

Event2026-03-31

Filed2026-04-16

IHD

VOYA EMERGING MKTS HIGH DIVI

2.46%

Shares35.7K

Event2026-03-31

Filed2026-04-16

RVT

ROYCE SMALL CAP TRUST INC

1.85%

Shares14.1K

Event2026-03-31

Filed2026-04-16

URI

UNITED RENTALS INC

New

Shares310

Event2026-03-31

Filed2026-04-16

AGILENT TECHNOLOGIES INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-16

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares14.2K

Event2026-03-31

Filed2026-04-16

TSI

TCW STRATEGIC INCOME FD INC

41.82%

Shares50.2K

Event2026-03-31

Filed2026-04-16

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

4.16%

Shares24.4K

Event2026-03-31

Filed2026-04-16

EATON CORP PLC

New

Shares628

Event2026-03-31

Filed2026-04-16

ARKB

ARK 21SHARES BITCOIN ETF

New

Shares9.6K

Event2026-03-31

Filed2026-04-16

FDN

FIRST TR EXCHANGE-TRADED FD

-8.59%

Shares947

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

-16.01%

Shares3.3K

Event2026-03-31

Filed2026-04-16

GE AEROSPACE

New

Shares758

Event2026-03-31

Filed2026-04-16

AON PLC

2.00%

Shares664

Event2026-03-31

Filed2026-04-16

CTVA

CORTEVA INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-16

KROGER CO

New

Shares2.9K

Event2026-03-31

Filed2026-04-16

CGMM

CAPITAL GROUP EQUITY ETF TR

-0.01%

Shares7.1K

Event2026-03-31

Filed2026-04-16

GENERAL MTRS CO

1.70%

Shares2.7K

Event2026-03-31

Filed2026-04-16

AMT

AMERICAN TOWER CORP

1.20%

Shares1.2K

Event2026-03-31

Filed2026-04-16

PANW

PALO ALTO NETWORKS INC

3.66%

Shares1.3K

Event2026-03-31

Filed2026-04-16

MARVELL TECHNOLOGY INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-16

FPF

FIRST TR INTER DURATN PFD &

2.18%

Shares11.5K

Event2026-03-31

Filed2026-04-16

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares3.6K

Event2026-03-31

Filed2026-04-16

LBRT

LIBERTY ENERGY INC

New

Shares7.0K

Event2026-03-31

Filed2026-04-16

IAE

VOYA ASIA PAC HIGH DIV EQT I

2.51%

Shares27.3K

Event2026-03-31

Filed2026-04-16

FCT

FIRST TR SR FLTG RATE INCOME

2.94%

Shares20.2K

Event2026-03-31

Filed2026-04-16

MSOS

ADVISORSHARES TR

0.00%

Shares53.1K

Event2026-03-31

Filed2026-04-16

HBAN

HUNTINGTON BANCSHARES INC

0.90%

Shares11.9K

Event2026-03-31

Filed2026-04-16

FIRST TR EXCHNG TRADED FD VI

2.96%

Shares10.6K

Event2026-03-31

Filed2026-04-16

TEI

TEMPLETON EMERGING MKTS INCO

2.21%

Shares29.1K

Event2026-03-31

Filed2026-04-16

EDD

MORGAN STANLEY EMERGING MKTS

1.36%

Shares34.2K

Event2026-03-31

Filed2026-04-16

CAG

CONAGRA BRANDS INC

New

Shares11.1K

Event2026-03-31

Filed2026-04-16

TELUS CORPORATION

17.16%

Shares13.0K

Event2026-03-31

Filed2026-04-16

TRIP

TRIPADVISOR INC

New

Shares16.7K

Event2026-03-31

Filed2026-04-16

NPCT

NUVEEN CORE PLUS IMPACT FUND

1.89%

Shares15.4K

Event2026-03-31

Filed2026-04-16

WIA

WESTERN ASSET INFLT LNK INC

-0.08%

Shares17.8K

Event2026-03-31

Filed2026-04-16

VTRS

VIATRIS INC

New

Shares10.7K

Event2026-03-31

Filed2026-04-16

KIO

KKR INCOME OPPORTUNITIES FD

3.26%

Shares12.5K

Event2026-03-31

Filed2026-04-16

IGD

VOYA GLBL EQTY DIV & PREM OP

2.59%

Shares23.8K

Event2026-03-31

Filed2026-04-16

NUV

NUVEEN MUN VALUE FD INC

0.25%

Shares13.7K

Event2026-03-31

Filed2026-04-16

SABA

SABA CAPITAL INCOME & OPPORT

3.38%

Shares14.7K

Event2026-03-31

Filed2026-04-16

BKT

BLACKROCK INCOME TR INC

7.34%

Shares11.0K

Event2026-03-31

Filed2026-04-16

PGZ

PRINCIPAL REAL ESTATE INCOME

-10.81%

Shares11.9K

Event2026-03-31

Filed2026-04-16

AMBP

ARDAGH METAL PACKAGING S A

New

Shares23.9K

Event2026-03-31

Filed2026-04-16

PPT

PUTNAM PREMIER INCOME TR

2.12%

Shares22.9K

Event2026-03-31

Filed2026-04-16

UAA

UNDER ARMOUR INC

30.00%

Shares13.0K

Event2026-03-31

Filed2026-04-16

PCF

HIGH INCOME SECS FD

2.94%

Shares12.0K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

PFE Call CallPFIZER INC16 shares-99.00%2026-03-312026-04-16

PFE Call

PFIZER INC

-99.00%

Shares16

Event2026-03-31

Filed2026-04-16

Put Option Holdings

No put option holdings data available