Sponsored

The Analysis of Unified Investment Management's Holdings & P&L

Currently, Unified Investment Management holds 132 types of securities in its portfolio with a total value $97.1M. In the most recent quarter, they have increased their positions in N/A (+12.4K shares, valued at $859.1K), WSO (+1.3K shares, valued at $477.3K), IVV (+376 shares, valued at $245.6K); decreased their positions in NXT (-1.6K shares, valued at $187.1K), GNRC (-795 shares, valued at $155.3K), FDX (-392 shares, valued at $139.6K); initiated new positions in N/A (+12.4K shares, valued at $859.1K), WSO (+1.3K shares, valued at $477.3K), IVV (+376 shares, valued at $245.6K).

1M P&L

+2.6M+2.74%

3M P&L

+389.9K+0.41%

HY P&L

+3.0M+3.27%

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/A32.1M

35.8%

2Auto Parts6.0M

6.7%

3Oil & Gas Integrated4.7M

5.2%

Top Industries by Stock Count

1N/A50 stocks

41.3%

2Software - Application5 stocks

4.1%

3Drug Manufacturers - General4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GPC GENUINE PARTS CO56.5K shares1.07%2026-03-312026-04-29

IGSB ISHARES TR45.9K shares0.25%2026-03-312026-04-29

VNLA JANUS DETROIT STR TR49.0K shares0.32%2026-03-312026-04-29

NEAR ISHARES U S ETF TR41.4K shares0.07%2026-03-312026-04-29

GVI ISHARES TR19.2K shares0.30%2026-03-312026-04-29

MINT PIMCO ETF TR20.1K shares0.12%2026-03-312026-04-29

NVDA NVIDIA CORPORATION11.5K shares0.19%2026-03-312026-04-29

AAPL APPLE INC7.1K shares-0.38%2026-03-312026-04-29

Sponsored

AMZN AMAZON COM INC8.4K shares2.19%2026-03-312026-04-29

SHEL SHELL PLC18.6K shares-1.33%2026-03-312026-04-29

MSFT MICROSOFT CORP4.6K shares3.02%2026-03-312026-04-29

COWZ PACER FDS TR27.3K shares0.13%2026-03-312026-04-29

ALPHABET INC ALPHABET INC5.6K shares-1.05%2026-03-312026-04-29

URI UNITED RENTALS INC2.2K shares1.07%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO5.3K shares-5.04%2026-03-312026-04-29

GNRC GENERAC HLDGS INC7.2K shares-9.99%2026-03-312026-04-29

Sponsored

HALO HALOZYME THERAPEUTICS INC21.3K shares-1.36%2026-03-312026-04-29

PYPL PAYPAL HLDGS INC28.0K shares13.44%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON5.2K shares-3.09%2026-03-312026-04-29

QCOM QUALCOMM INC9.7K shares2.08%2026-03-312026-04-29

NXT NEXTPOWER INC10.2K shares-13.19%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC10.1K shares-1.78%2026-03-312026-04-29

BSCT INVESCO EXCH TRD SLF IDX FD62.6K shares2.42%2026-03-312026-04-29

CVX CHEVRON CORPORATION5.3K shares0.00%2026-03-312026-04-29

Sponsored

CSCO CISCO SYS INC13.0K shares-3.98%2026-03-312026-04-29

PWR QUANTA SVCS INC1.8K shares-2.25%2026-03-312026-04-29

IYW ISHARES TR5.3K shares0.00%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC6.0K shares2.57%2026-03-312026-04-29

V VISA INC3.2K shares2.69%2026-03-312026-04-29

EQNR EQUINOR ASA22.1K shares-0.32%2026-03-312026-04-29

CRM SALESFORCE INC4.9K shares20.21%2026-03-312026-04-29

QGRO AMERICAN CENTY ETF TR8.8K shares0.00%2026-03-312026-04-29

Sponsored

ICOW PACER FDS TR21.3K shares0.18%2026-03-312026-04-29

ALB ALBEMARLE CORP5.0K shares-7.07%2026-03-312026-04-29

XOM EXXON MOBIL CORP5.2K shares0.00%2026-03-312026-04-29

COP CONOCOPHILLIPS6.7K shares-0.39%2026-03-312026-04-29

APTIV PLC APTIV PLC12.4K sharesnew addition2026-03-312026-04-29

AMAT APPLIED MATLS INC2.5K shares-10.66%2026-03-312026-04-29

T AT&T INC29.2K shares-1.92%2026-03-312026-04-29

PTC PTC INC5.8K shares38.77%2026-03-312026-04-29

Sponsored

FDX FEDEX CORP2.3K shares-14.83%2026-03-312026-04-29

ABNB AIRBNB INC6.3K shares0.67%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC6.2K shares-1.24%2026-03-312026-04-29

COF CAPITAL ONE FINL CORP4.1K shares-0.24%2026-03-312026-04-29

SFM SPROUTS FMRS MKT INC9.7K shares27.93%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO2.4K shares-3.87%2026-03-312026-04-29

HD HOME DEPOT INC2.2K shares0.50%2026-03-312026-04-29

IEMG ISHARES INC10.1K shares5.75%2026-03-312026-04-29

Sponsored

CITIGROUP INC CITIGROUP INC6.2K shares-1.18%2026-03-312026-04-29

SCHW SCHWAB CHARLES CORP7.4K shares4.78%2026-03-312026-04-29

ZG ZILLOW GROUP INC16.6K shares22.26%2026-03-312026-04-29

MATCH GROUP INC NEW MATCH GROUP INC NEW22.0K shares-9.67%2026-03-312026-04-29

TOTL SSGA ACTIVE ETF TR16.5K shares4.25%2026-03-312026-04-29

CME CME GROUP INC2.1K shares-2.56%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION623 shares-1.74%2026-03-312026-04-29

UBER UBER TECHNOLOGIES INC8.6K shares25.96%2026-03-312026-04-29

Sponsored

VMC VULCAN MATLS CO2.2K shares-0.27%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T929 shares0.00%2026-03-312026-04-29

BSCS INVESCO EXCH TRD SLF IDX FD29.5K shares4.80%2026-03-312026-04-29

VO VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-29

CALF PACER FDS TR13.3K shares4.58%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD29.4K shares4.99%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC1.1K shares7.02%2026-03-312026-04-29

VB VANGUARD INDEX FDS2.1K shares10.35%2026-03-312026-04-29

Sponsored

DGX QUEST DIAGNOSTICS INC2.8K shares-8.81%2026-03-312026-04-29

ADBE ADOBE INC2.2K shares0.87%2026-03-312026-04-29

PALC PACER FDS TR10.3K shares0.01%2026-03-312026-04-29

NFLX NETFLIX INC.5.6K shares2.68%2026-03-312026-04-29

ZTS ZOETIS INC4.5K shares37.61%2026-03-312026-04-29

RFV INVESCO EXCHANGE TRADED FD T4.1K shares10.20%2026-03-312026-04-29

CNQ CANADIAN NAT RES LTD MED TER10.5K shares-1.79%2026-03-312026-04-29

MSCI MSCI INC940 shares-16.00%2026-03-312026-04-29

Sponsored

RTX RTX CORPORATION2.5K shares0.00%2026-03-312026-04-29

TFX TELEFLEX INCORPORATED4.0K shares-4.66%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.6K shares-0.77%2026-03-312026-04-29

WSO WATSCO INC1.3K sharesnew addition2026-03-312026-04-29

CEFS EXCHANGE LISTED FDS TR21.1K shares2.47%2026-03-312026-04-29

GLD SPDR GOLD TR1.1K shares0.00%2026-03-312026-04-29

VTI VANGUARD INDEX FDS1.5K shares7.57%2026-03-312026-04-29

VPU VANGUARD WORLD FD2.3K shares0.00%2026-03-312026-04-29

Sponsored

IYF ISHARES TR3.9K shares0.00%2026-03-312026-04-29

EMR EMERSON ELEC CO3.4K shares-0.92%2026-03-312026-04-29

KNSL KINSALE CAP GROUP INC1.3K shares26.48%2026-03-312026-04-29

JSML JANUS DETROIT STR TR6.2K shares6.86%2026-03-312026-04-29

ECOW PACER FDS TR16.3K shares5.15%2026-03-312026-04-29

EFG ISHARES TR3.8K shares-2.33%2026-03-312026-04-29

FLOT ISHARES TR8.3K shares0.00%2026-03-312026-04-29

DLTR DOLLAR TREE INC3.8K shares-2.42%2026-03-312026-04-29

Sponsored

MU MICRON TECHNOLOGY INC1.2K shares-7.55%2026-03-312026-04-29

FDLO FIDELITY COVINGTON TRUST6.2K shares0.00%2026-03-312026-04-29

KO COCA COLA CO4.8K shares-17.18%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL758 shares0.00%2026-03-312026-04-29

VRP INVESCO EXCH TRADED FD TR II14.7K shares-6.19%2026-03-312026-04-29

ABBV ABBVIE INC1.6K shares-3.67%2026-03-312026-04-29

IMCG ISHARES TR4.3K shares3.25%2026-03-312026-04-29

ASUR ASURE SOFTWARE INC38.5K shares4.40%2026-03-312026-04-29

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.6K shares0.19%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K shares5.56%2026-03-312026-04-29

IWB ISHARES TR873 shares-15.49%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO5.0K shares-2.37%2026-03-312026-04-29

VTV VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-29

MUB ISHARES TR2.9K shares0.00%2026-03-312026-04-29

ISCV ISHARES TR4.0K shares0.00%2026-03-312026-04-29

ABT ABBOTT LABORATORIES2.7K shares0.00%2026-03-312026-04-29

Sponsored

ECG EVERUS CONSTR GROUP2.3K shares-2.13%2026-03-312026-04-29

DPZ DOMINOS PIZZA INC754 shares1.21%2026-03-312026-04-29

NVO NOVO-NORDISK A S7.2K shares11.09%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40427 shares0.47%2026-03-312026-04-29

IBTG ISHARES TR11.3K shares29.21%2026-03-312026-04-29

SO SOUTHERN CO2.7K shares0.04%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2026-03-312026-04-29

IWM ISHARES TR1.0K shares0.00%2026-03-312026-04-29

Sponsored

META META PLATFORMS INC433 shares0.00%2026-03-312026-04-29

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC10.7K shares-3.56%2026-03-312026-04-29

DVY ISHARES TR1.6K shares0.00%2026-03-312026-04-29

IVV ISHARES TR376 sharesnew addition2026-03-312026-04-29

IWS ISHARES TR1.7K shares0.00%2026-03-312026-04-29

USMV ISHARES TR2.6K shares15.71%2026-03-312026-04-29

KNF KNIFE RIVER CORP2.9K shares0.00%2026-03-312026-04-29

XMMO INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2026-03-312026-04-29

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD13.6K shares0.00%2026-03-312026-04-29

BABA ALIBABA GROUP HLDG LTD1.8K shares2.89%2026-03-312026-04-29

KMI KINDER MORGAN INC DEL6.6K sharesnew addition2026-03-312026-04-29

VUG VANGUARD INDEX FDS500 shares0.00%2026-03-312026-04-29

IUSG ISHARES TR1.4K shares0.00%2026-03-312026-04-29

PAMC PACER FDS TR4.4K shares0.02%2026-03-312026-04-29

MEDP MEDPACE HLDGS INC430 shares-6.52%2026-03-312026-04-29

DGII DIGI INTL INC4.2K shares-30.74%2026-03-312026-04-29

Sponsored

III INFORMATION SVCS GROUP INC29.1K shares-7.78%2026-03-312026-04-29

VFF VILLAGE FARMS INTL INC18.0K shares0.00%2026-03-312026-04-29

CIK CREDIT SUISSE ASSET MGMT10.3K shares0.00%2026-03-312026-04-29

AKBA AKEBIA THREAPEUTICS INC18.0K shares0.00%2026-03-312026-04-29

GPC

GENUINE PARTS CO

1.07%

Shares56.5K

Event2026-03-31

Filed2026-04-29

IGSB

ISHARES TR

0.25%

Shares45.9K

Event2026-03-31

Filed2026-04-29

VNLA

JANUS DETROIT STR TR

0.32%

Shares49.0K

Event2026-03-31

Filed2026-04-29

NEAR

ISHARES U S ETF TR

0.07%

Shares41.4K

Event2026-03-31

Filed2026-04-29

GVI

ISHARES TR

0.30%

Shares19.2K

Event2026-03-31

Filed2026-04-29

MINT

PIMCO ETF TR

0.12%

Shares20.1K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

0.19%

Shares11.5K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-0.38%

Shares7.1K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

2.19%

Shares8.4K

Event2026-03-31

Filed2026-04-29

SHEL

SHELL PLC

-1.33%

Shares18.6K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

3.02%

Shares4.6K

Event2026-03-31

Filed2026-04-29

COWZ

PACER FDS TR

0.13%

Shares27.3K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-1.05%

Shares5.6K

Event2026-03-31

Filed2026-04-29

URI

UNITED RENTALS INC

1.07%

Shares2.2K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-5.04%

Shares5.3K

Event2026-03-31

Filed2026-04-29

GNRC

GENERAC HLDGS INC

-9.99%

Shares7.2K

Event2026-03-31

Filed2026-04-29

HALO

HALOZYME THERAPEUTICS INC

-1.36%

Shares21.3K

Event2026-03-31

Filed2026-04-29

PYPL

PAYPAL HLDGS INC

13.44%

Shares28.0K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-3.09%

Shares5.2K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

2.08%

Shares9.7K

Event2026-03-31

Filed2026-04-29

NXT

NEXTPOWER INC

-13.19%

Shares10.2K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

-1.78%

Shares10.1K

Event2026-03-31

Filed2026-04-29

BSCT

INVESCO EXCH TRD SLF IDX FD

2.42%

Shares62.6K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

-3.98%

Shares13.0K

Event2026-03-31

Filed2026-04-29

PWR

QUANTA SVCS INC

-2.25%

Shares1.8K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-29

PANW

PALO ALTO NETWORKS INC

2.57%

Shares6.0K

Event2026-03-31

Filed2026-04-29

VISA INC

2.69%

Shares3.2K

Event2026-03-31

Filed2026-04-29

EQNR

EQUINOR ASA

-0.32%

Shares22.1K

Event2026-03-31

Filed2026-04-29

CRM

SALESFORCE INC

20.21%

Shares4.9K

Event2026-03-31

Filed2026-04-29

QGRO

AMERICAN CENTY ETF TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-29

ICOW

PACER FDS TR

0.18%

Shares21.3K

Event2026-03-31

Filed2026-04-29

ALB

ALBEMARLE CORP

-7.07%

Shares5.0K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-29

COP

CONOCOPHILLIPS

-0.39%

Shares6.7K

Event2026-03-31

Filed2026-04-29

APTIV PLC

New

Shares12.4K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

-10.66%

Shares2.5K

Event2026-03-31

Filed2026-04-29

AT&T INC

-1.92%

Shares29.2K

Event2026-03-31

Filed2026-04-29

PTC

PTC INC

38.77%

Shares5.8K

Event2026-03-31

Filed2026-04-29

FDX

FEDEX CORP

-14.83%

Shares2.3K

Event2026-03-31

Filed2026-04-29

ABNB

AIRBNB INC

0.67%

Shares6.3K

Event2026-03-31

Filed2026-04-29

ARISTA NETWORKS INC

-1.24%

Shares6.2K

Event2026-03-31

Filed2026-04-29

COF

CAPITAL ONE FINL CORP

-0.24%

Shares4.1K

Event2026-03-31

Filed2026-04-29

SFM

SPROUTS FMRS MKT INC

27.93%

Shares9.7K

Event2026-03-31

Filed2026-04-29

AXP

AMERICAN EXPRESS CO

-3.87%

Shares2.4K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

0.50%

Shares2.2K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

5.75%

Shares10.1K

Event2026-03-31

Filed2026-04-29

CITIGROUP INC

-1.18%

Shares6.2K

Event2026-03-31

Filed2026-04-29

SCHW

SCHWAB CHARLES CORP

4.78%

Shares7.4K

Event2026-03-31

Filed2026-04-29

ZILLOW GROUP INC

22.26%

Shares16.6K

Event2026-03-31

Filed2026-04-29

MATCH GROUP INC NEW

-9.67%

Shares22.0K

Event2026-03-31

Filed2026-04-29

TOTL

SSGA ACTIVE ETF TR

4.25%

Shares16.5K

Event2026-03-31

Filed2026-04-29

CME

CME GROUP INC

-2.56%

Shares2.1K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

-1.74%

Shares623

Event2026-03-31

Filed2026-04-29

UBER

UBER TECHNOLOGIES INC

25.96%

Shares8.6K

Event2026-03-31

Filed2026-04-29

VMC

VULCAN MATLS CO

-0.27%

Shares2.2K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares929

Event2026-03-31

Filed2026-04-29

BSCS

INVESCO EXCH TRD SLF IDX FD

4.80%

Shares29.5K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-29

CALF

PACER FDS TR

4.58%

Shares13.3K

Event2026-03-31

Filed2026-04-29

BSCR

INVESCO EXCH TRD SLF IDX FD

4.99%

Shares29.4K

Event2026-03-31

Filed2026-04-29

TMO

THERMO FISHER SCIENTIFIC INC

7.02%

Shares1.1K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

10.35%

Shares2.1K

Event2026-03-31

Filed2026-04-29

DGX

QUEST DIAGNOSTICS INC

-8.81%

Shares2.8K

Event2026-03-31

Filed2026-04-29

ADBE

ADOBE INC

0.87%

Shares2.2K

Event2026-03-31

Filed2026-04-29

PALC

PACER FDS TR

0.01%

Shares10.3K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

2.68%

Shares5.6K

Event2026-03-31

Filed2026-04-29

ZTS

ZOETIS INC

37.61%

Shares4.5K

Event2026-03-31

Filed2026-04-29

RFV

INVESCO EXCHANGE TRADED FD T

10.20%

Shares4.1K

Event2026-03-31

Filed2026-04-29

CNQ

CANADIAN NAT RES LTD MED TER

-1.79%

Shares10.5K

Event2026-03-31

Filed2026-04-29

MSCI

MSCI INC

-16.00%

Shares940

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-29

TFX

TELEFLEX INCORPORATED

-4.66%

Shares4.0K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-0.77%

Shares1.6K

Event2026-03-31

Filed2026-04-29

WSO

WATSCO INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-29

CEFS

EXCHANGE LISTED FDS TR

2.47%

Shares21.1K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

7.57%

Shares1.5K

Event2026-03-31

Filed2026-04-29

VPU

VANGUARD WORLD FD

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

IYF

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-29

EMR

EMERSON ELEC CO

-0.92%

Shares3.4K

Event2026-03-31

Filed2026-04-29

KNSL

KINSALE CAP GROUP INC

26.48%

Shares1.3K

Event2026-03-31

Filed2026-04-29

JSML

JANUS DETROIT STR TR

6.86%

Shares6.2K

Event2026-03-31

Filed2026-04-29

ECOW

PACER FDS TR

5.15%

Shares16.3K

Event2026-03-31

Filed2026-04-29

EFG

ISHARES TR

-2.33%

Shares3.8K

Event2026-03-31

Filed2026-04-29

FLOT

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-29

DLTR

DOLLAR TREE INC

-2.42%

Shares3.8K

Event2026-03-31

Filed2026-04-29

MICRON TECHNOLOGY INC

-7.55%

Shares1.2K

Event2026-03-31

Filed2026-04-29

FDLO

FIDELITY COVINGTON TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

-17.18%

Shares4.8K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares758

Event2026-03-31

Filed2026-04-29

VRP

INVESCO EXCH TRADED FD TR II

-6.19%

Shares14.7K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

-3.67%

Shares1.6K

Event2026-03-31

Filed2026-04-29

IMCG

ISHARES TR

3.25%

Shares4.3K

Event2026-03-31

Filed2026-04-29

ASUR

ASURE SOFTWARE INC

4.40%

Shares38.5K

Event2026-03-31

Filed2026-04-29

ACCENTURE PLC IRELAND

0.19%

Shares1.6K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

5.56%

Shares1.6K

Event2026-03-31

Filed2026-04-29

IWB

ISHARES TR

-15.49%

Shares873

Event2026-03-31

Filed2026-04-29

BMY

BRISTOL-MYERS SQUIBB CO

-2.37%

Shares5.0K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-29

ISCV

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-29

ECG

EVERUS CONSTR GROUP

-2.13%

Shares2.3K

Event2026-03-31

Filed2026-04-29

DPZ

DOMINOS PIZZA INC

1.21%

Shares754

Event2026-03-31

Filed2026-04-29

NVO

NOVO-NORDISK A S

11.09%

Shares7.2K

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.47%

Shares427

Event2026-03-31

Filed2026-04-29

IBTG

ISHARES TR

29.21%

Shares11.3K

Event2026-03-31

Filed2026-04-29

SOUTHERN CO

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29