Sponsored
The Analysis of Venturi Wealth Management, LLC's Holdings & P&L
Currently, Venturi Wealth Management, LLC holds 602 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in IEFA (+678.0K shares, valued at $61.4M), USHY (+1.3M shares, valued at $47.6M), VCIT (+484.7K shares, valued at $40.1M); decreased their positions in VUG (-214.8K shares, valued at $93.8M), N/A (-100.9K shares, valued at $60.3M), IUSV (-505.4K shares, valued at $51.7M); initiated new positions in N/A (+14.8K shares, valued at $2.9M), BAI (+45.8K shares, valued at $1.5M), THRO (+37.9K shares, valued at $1.4M).
1M P&L
+101.2M+4.30%
3M P&L
-17.0M-0.69%
HY P&L
+162.6M+7.09%
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/A1.0B
51.9%
2Semiconductors139.1M
7.0%
3Consumer Electronics60.4M
3.0%
Top Industries by Stock Count
1N/A128 stocks
23.0%
2Software - Application19 stocks
3.4%
3Banks - Regional19 stocks
3.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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XLK Select Sector SPDR (trust Technology Select Sector Usd Dis)133.6K shares-1.29%2026-03-312026-04-21
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iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6) iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)26.7K shares1.89%2026-03-312026-04-21
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BAI BlackRock ETF Trust (ishares Ai Innovation And Tech Actv Etf)45.8K sharesnew addition2026-03-312026-04-21
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Invesco Exchange (traded FD TR S&P500 Eql WGT) Invesco Exchange (traded FD TR S&P500 Eql WGT)2.5K shares3.36%2026-03-312026-04-21
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HIMU BlackRock ETF Trust (ii iShares High Yield Muni Active Etf)9.1K shares88.74%2026-03-312026-04-21
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IEFA
124.31%iShares Trust Core (msci EAFE Etf)
Shares1.2M
Event2026-03-31
Filed2026-04-21
Vanguard S&P 500 ETF
-39.25%Vanguard S&P 500 ETF
Shares156.1K
Event2026-03-31
Filed2026-04-21
IEMG
-29.86%iShares Inc Core (msci Emerging MKTS Etf)
Shares1.2M
Event2026-03-31
Filed2026-04-21
IUSV
-38.95%iShares Core (S&P US Value Etf)
Shares792.0K
Event2026-03-31
Filed2026-04-21
AAPL
1.62%Apple Inc
Shares235.0K
Event2026-03-31
Filed2026-04-21
CGIE
17.69%Capital Group (international Eq SHS)
Shares1.7M
Event2026-03-31
Filed2026-04-21
NVDA
3.42%Nvidia Corporation
Shares324.8K
Event2026-03-31
Filed2026-04-21
Alphabet Inc Cap STK
-0.15%Alphabet Inc Cap STK
Shares189.8K
Event2026-03-31
Filed2026-04-21
USHY
5219.92%iShares TR Broad Usd (high)
Shares1.3M
Event2026-03-31
Filed2026-04-21
MSFT
5.68%Microsoft
Shares121.8K
Event2026-03-31
Filed2026-04-21
VTWO
-7.36%Vanguard Russell (2000 Etf)
Shares427.6K
Event2026-03-31
Filed2026-04-21
VCIT
7037.12%Vanguard (intermediate Term Corporate Bond Etf)
Shares491.6K
Event2026-03-31
Filed2026-04-21
EMB
3177.64%iShares TR JP Mor Em (MK Etf)
Shares431.5K
Event2026-03-31
Filed2026-04-21
IWM
17.58%iShares Russell 2000 (etf)
Shares140.3K
Event2026-03-31
Filed2026-04-21
Broadcom Inc Com
-4.06%Broadcom Inc Com
Shares112.1K
Event2026-03-31
Filed2026-04-21
CGMU
23.66%Capital GRP Fixed (incm ETF TR Municipal Income)
Shares1.3M
Event2026-03-31
Filed2026-04-21
AVUV
11.94%American Centy ETF (TR Avantis US Small Cap Value)
Shares307.1K
Event2026-03-31
Filed2026-04-21
VUG
-74.23%Vanguard Growth Index ETF
Shares74.6K
Event2026-03-31
Filed2026-04-21
SPEM
6.76%SPDR Portfolio (emerging Markets Etf)
Shares690.9K
Event2026-03-31
Filed2026-04-21
WMT
-0.69%Wal-Mart
Shares229.7K
Event2026-03-31
Filed2026-04-21
COP
20.37%Conocophillips Com
Shares195.8K
Event2026-03-31
Filed2026-04-21
V
15.29%Visa Inc
Shares77.4K
Event2026-03-31
Filed2026-04-21
JPM
12.26%JPMorgan Chase
Shares78.9K
Event2026-03-31
Filed2026-04-21
OSEA
-0.86%Harbor ETF Trust (international Compounders Etf)
Shares770.9K
Event2026-03-31
Filed2026-04-21
ABBV
9.54%Abbvie Inc Com
Shares98.9K
Event2026-03-31
Filed2026-04-21
LLY
-1.67%Eli Lilly & Co
Shares23.0K
Event2026-03-31
Filed2026-04-21
TXN
19.12%Texas Instruments
Shares108.4K
Event2026-03-31
Filed2026-04-21
MU
-55.92%Micron Technology
Shares61.3K
Event2026-03-31
Filed2026-04-21
KLAC
-31.33%Kla Corp Com New
Shares14.0K
Event2026-03-31
Filed2026-04-21
TJX
2.18%TJX Companies Inc
Shares127.4K
Event2026-03-31
Filed2026-04-21
EFA
12.73%iShares MSCI EAFE (etf)
Shares203.6K
Event2026-03-31
Filed2026-04-21
AMZN
-3.14%Amazon.com Inc
Shares90.8K
Event2026-03-31
Filed2026-04-21
RTX
-5.21%RTX Corporation Com
Shares97.8K
Event2026-03-31
Filed2026-04-21
HEI.A
-0.97%Heico Corp New CL A
Shares88.6K
Event2026-03-31
Filed2026-04-21
QCOM
28.84%Qualcomm Inc
Shares143.8K
Event2026-03-31
Filed2026-04-21
HD
23.48%Home Depot
Shares56.0K
Event2026-03-31
Filed2026-04-21
PGR
38.21%Progressive Corp Com
Shares92.7K
Event2026-03-31
Filed2026-04-21
URI
10.04%United Rentals Inc
Shares24.4K
Event2026-03-31
Filed2026-04-21
XLK
-1.29%Select Sector SPDR (trust Technology Select Sector Usd Dis)
Shares133.6K
Event2026-03-31
Filed2026-04-21
XOM
2.51%ExxonMobil
Shares104.0K
Event2026-03-31
Filed2026-04-21
IJR
578.41%iShares Core S&P (small-Cap E)
Shares139.1K
Event2026-03-31
Filed2026-04-21
META
-36.72%Meta Platforms Inc
Shares30.0K
Event2026-03-31
Filed2026-04-21
MLI
-15.04%Mueller Industries
Shares152.0K
Event2026-03-31
Filed2026-04-21
VGSH
4337.16%Vanguard Short Term (treasury Etf)
Shares281.4K
Event2026-03-31
Filed2026-04-21
AVEM
3.89%American Centy ETF (TR Avantis Emgmkt)
Shares203.5K
Event2026-03-31
Filed2026-04-21
SCHW
105.27%Schwab Charles Corp
Shares174.4K
Event2026-03-31
Filed2026-04-21
VWO
-3.82%Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)
Shares302.6K
Event2026-03-31
Filed2026-04-21
BNDX
5704.16%Vanguard Charlotte (FDS Total Intl BD Etf)
Shares338.9K
Event2026-03-31
Filed2026-04-21
DHR
14.54%Danaher Corporation
Shares85.0K
Event2026-03-31
Filed2026-04-21
AESI
0.00%Atlas Energy
Shares1.1M
Event2026-03-31
Filed2026-04-21
CVX
-15.11%Chevron Corp.
Shares66.2K
Event2026-03-31
Filed2026-04-21
DIS
1374.78%Walt Disney
Shares123.8K
Event2026-03-31
Filed2026-04-21
SPY
0.58%SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
Shares15.4K
Event2026-03-31
Filed2026-04-21
Totalenergies Se
5.87%Totalenergies Se
Shares108.0K
Event2026-03-31
Filed2026-04-21
ILF
-2.06%iShares Latin America 40
Shares264.3K
Event2026-03-31
Filed2026-04-21
TSLA
12.81%Tesla Motors
Shares24.8K
Event2026-03-31
Filed2026-04-21
EWY
0.43%iShares MSCI South (korea Etf)
Shares69.8K
Event2026-03-31
Filed2026-04-21
TSM
4.70%Taiwan Semiconductor
Shares25.2K
Event2026-03-31
Filed2026-04-21
SPDW
-0.22%SPDR Portfolio (developed World Ex-US Etf)
Shares176.1K
Event2026-03-31
Filed2026-04-21
AMD
-0.25%Advanced Micro
Shares36.0K
Event2026-03-31
Filed2026-04-21
IMTM
-2.73%iShares Edge MSCI Intl Momentum FCTR ETF
Shares143.7K
Event2026-03-31
Filed2026-04-21
IQDG
2.43%Wisdomtree TR Intl (qulty Div)
Shares169.2K
Event2026-03-31
Filed2026-04-21
IVV
-34.23%iShares Core S&P 500 ETF
Shares10.4K
Event2026-03-31
Filed2026-04-21
ASML
-0.52%Asml Holding NV
Shares4.7K
Event2026-03-31
Filed2026-04-21
Berkshire Hathaway
2.86%Berkshire Hathaway
Shares8.5K
Event2026-03-31
Filed2026-04-21
XLY
57.53%Consumer (discretionary Select Sector SPDR Fund)
Shares52.8K
Event2026-03-31
Filed2026-04-21
XLF
-26.29%Select Sector SPDR (TR Financial)
Shares104.0K
Event2026-03-31
Filed2026-04-21
PANW
48.59%Palo Alto Networks
Shares30.9K
Event2026-03-31
Filed2026-04-21
AMAT
-46.06%Applied Materials
Shares13.9K
Event2026-03-31
Filed2026-04-21
VPU
0.00%Vanguard World FD (utilities Etf)
Shares23.8K
Event2026-03-31
Filed2026-04-21
JNJ
-0.10%Johnson & Johnson
Shares19.0K
Event2026-03-31
Filed2026-04-21
IVE
63.20%iShares S&P 500 (value Etf)
Shares20.4K
Event2026-03-31
Filed2026-04-21
IUSB
-20.51%iShares TR Core (total Usd)
Shares92.7K
Event2026-03-31
Filed2026-04-21
MUB
15.24%iShares National (muni Bond Etf)
Shares38.8K
Event2026-03-31
Filed2026-04-21
XLV
-17.47%Health Care Select (sector SPDR)
Shares27.8K
Event2026-03-31
Filed2026-04-21
XLC
-16.26%Select Sector SPDR (TR Communication)
Shares36.0K
Event2026-03-31
Filed2026-04-21
XLI
2.35%Select Sector SPDR (TR Indl)
Shares24.0K
Event2026-03-31
Filed2026-04-21
ORCL
37.47%Oracle Corp
Shares26.4K
Event2026-03-31
Filed2026-04-21
AMGN
2.70%Amgen Inc
Shares10.9K
Event2026-03-31
Filed2026-04-21
DYNF
26.26%BlackRock ETF Trust (us EQT Factor)
Shares65.7K
Event2026-03-31
Filed2026-04-21
PM
3.14%Philip Morris
Shares22.5K
Event2026-03-31
Filed2026-04-21
VIG
-0.74%Vanguard Specialized (funds DIV App Etf)
Shares17.3K
Event2026-03-31
Filed2026-04-21
UNH
-26.25%UnitedHealth Group
Shares13.5K
Event2026-03-31
Filed2026-04-21
COST
7.89%Costco Wholesale
Shares3.7K
Event2026-03-31
Filed2026-04-21
NFLX
-1.83%Netflix Inc
Shares36.3K
Event2026-03-31
Filed2026-04-21
AXP
1.16%American Express Co
Shares11.1K
Event2026-03-31
Filed2026-04-21
CSCO
0.38%Cisco Systems
Shares43.2K
Event2026-03-31
Filed2026-04-21
XMHQ
0.22%Invesco Exchange (traded FD TR S&P MDCP Quality)
Shares32.0K
Event2026-03-31
Filed2026-04-21
MELI
-7.28%Mercadolibre Inc Com
Shares1.9K
Event2026-03-31
Filed2026-04-21
IVW
-7.66%iShares S&P 500 (growth Etf)
Shares28.0K
Event2026-03-31
Filed2026-04-21
BIL
-67.51%SPDR Bloomberg 1-3 (month T-Bill Etf)
Shares33.0K
Event2026-03-31
Filed2026-04-21
Astrazeneca PLC
NewAstrazeneca PLC
Shares14.8K
Event2026-03-31
Filed2026-04-21
PG
6.53%Procter & Gamble
Shares19.4K
Event2026-03-31
Filed2026-04-21
NOW
18.40%Servicenow Inc Com
Shares26.4K
Event2026-03-31
Filed2026-04-21
XLE
-7.39%Select Sector SPDR (TR Energy)
Shares44.6K
Event2026-03-31
Filed2026-04-21
Invesco QQQ TR Unit (ser 1)
-1.95%Invesco QQQ TR Unit (ser 1)
Shares4.7K
Event2026-03-31
Filed2026-04-21
QTWO
-5.75%Q2 Holdings Inc
Shares57.2K
Event2026-03-31
Filed2026-04-21
LOW
-4.46%Lowes Companies Inc
Shares11.5K
Event2026-03-31
Filed2026-04-21
VYMI
0.00%Vanguard Whitehall (FDS Intl High Etf)
Shares28.3K
Event2026-03-31
Filed2026-04-21
SPFI
-3.24%South Plains
Shares63.6K
Event2026-03-31
Filed2026-04-21
ITOT
2.20%iShares Core S&P (total US Stock Market Etf)
Shares18.3K
Event2026-03-31
Filed2026-04-21
EFV
8.78%iShares TR EAFE (value Etf)
Shares34.9K
Event2026-03-31
Filed2026-04-21
OEF
161.89%iShares S&P 100 (index Fund)
Shares8.1K
Event2026-03-31
Filed2026-04-21
MA
-1.15%Mastercard
Shares5.1K
Event2026-03-31
Filed2026-04-21
NVS
9.45%Novartis AG
Shares16.5K
Event2026-03-31
Filed2026-04-21
SAP
48.71%SAP ADR Rep 1 Ord
Shares14.7K
Event2026-03-31
Filed2026-04-21
MLPX
-1.08%Global X FDS GLB X (MLP Enrg I)
Shares32.2K
Event2026-03-31
Filed2026-04-21
SHOP
13.08%Shopify Inc Com NPV
Shares20.0K
Event2026-03-31
Filed2026-04-21
iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)
1.89%iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)
Shares26.7K
Event2026-03-31
Filed2026-04-21
XLP
-12.38%Consumer Staples (select Sector SPDR)
Shares28.7K
Event2026-03-31
Filed2026-04-21
TLH
60.90%iShares TR 10-20 YR (TRS Etf)
Shares23.1K
Event2026-03-31
Filed2026-04-21
HCA
-6.38%Hca Healthcare Inc
Shares4.9K
Event2026-03-31
Filed2026-04-21
XLU
-3.71%Utilities Select (sector SPDR Fund)
Shares50.1K
Event2026-03-31
Filed2026-04-21
GWW
6.05%Grainger W W Inc Com
Shares2.1K
Event2026-03-31
Filed2026-04-21
PLTR
5.37%Palantir
Shares15.1K
Event2026-03-31
Filed2026-04-21
IWR
0.00%iShares TR Rus Mid (cap Etf)
Shares22.3K
Event2026-03-31
Filed2026-04-21
CL
1.76%Colgate-Palmolive Co
Shares25.3K
Event2026-03-31
Filed2026-04-21
CAT
-11.83%Caterpillar
Shares3.0K
Event2026-03-31
Filed2026-04-21
ADSK
1.50%Autodesk Inc
Shares8.5K
Event2026-03-31
Filed2026-04-21
Te Connectivity PLC F
-15.70%Te Connectivity PLC F
Shares9.8K
Event2026-03-31
Filed2026-04-21
CMI
-14.08%Cummins Inc
Shares3.8K
Event2026-03-31
Filed2026-04-21
MCK
-3.57%Mckesson Corp
Shares2.3K
Event2026-03-31
Filed2026-04-21
ACGL
1.08%Arch Capital Group
Shares20.5K
Event2026-03-31
Filed2026-04-21
Lam Research Corp
-34.38%Lam Research Corp
Shares9.2K
Event2026-03-31
Filed2026-04-21
BN
7.94%Brookfield
Shares48.4K
Event2026-03-31
Filed2026-04-21
MDY
-16.00%SPDR S&P Midcap 400 (etf)
Shares3.1K
Event2026-03-31
Filed2026-04-21
EMQQ
517.82%Emqq Emrng MKT Intrnt Ecmrc ETF
Shares58.6K
Event2026-03-31
Filed2026-04-21
ADI
-2.47%Analog Devices Inc
Shares6.0K
Event2026-03-31
Filed2026-04-21
NEE
-7.19%Nextera Energy Inc
Shares20.1K
Event2026-03-31
Filed2026-04-21
CRM
13.23%Salesforce
Shares9.8K
Event2026-03-31
Filed2026-04-21
Arista Networks Inc
3.31%Arista Networks Inc
Shares14.9K
Event2026-03-31
Filed2026-04-21
BAC
9.70%Bank America Corp
Shares37.4K
Event2026-03-31
Filed2026-04-21
PHM
-3.41%Pulte Group Inc Com
Shares15.5K
Event2026-03-31
Filed2026-04-21
WSM
-1.71%Williams-Sonoma Inc
Shares9.8K
Event2026-03-31
Filed2026-04-21
IWF
0.00%iShares Russell 1000 Growth ETF
Shares4.2K
Event2026-03-31
Filed2026-04-21
MCD
9.25%McDonalds
Shares5.7K
Event2026-03-31
Filed2026-04-21
VRTX
-30.78%Vertex
Shares3.9K
Event2026-03-31
Filed2026-04-21
QUAL
-52.65%iShares TR MSCI USA (QLT FCT)
Shares9.1K
Event2026-03-31
Filed2026-04-21
RBLX
258.93%Roblox Corp CL A
Shares30.2K
Event2026-03-31
Filed2026-04-21
ABT
-28.24%Abbott Laboratories
Shares16.6K
Event2026-03-31
Filed2026-04-21
AOA
-0.99%iShares Core (aggressive Allocation Etf)
Shares19.1K
Event2026-03-31
Filed2026-04-21
IBM
2.97%IBM
Shares6.9K
Event2026-03-31
Filed2026-04-21
CTAS
-1.30%Cintas Corp
Shares9.8K
Event2026-03-31
Filed2026-04-21
GS
-6.43%Goldman Sachs Group
Shares1.9K
Event2026-03-31
Filed2026-04-21
Citigroup Inc
1.74%Citigroup Inc
Shares14.4K
Event2026-03-31
Filed2026-04-21
BlackRock Funding, Inc. CMN
0.66%BlackRock Funding, Inc. CMN
Shares1.7K
Event2026-03-31
Filed2026-04-21
HOOD
108.78%Robinhood MKTS Inc
Shares23.2K
Event2026-03-31
Filed2026-04-21
GLD
3.86%SPDR Gold TR Gold (SHS)
Shares3.7K
Event2026-03-31
Filed2026-04-21
MSTR
188.74%Microstrategy Com
Shares12.9K
Event2026-03-31
Filed2026-04-21
LHX
-12.70%L3harris
Shares4.6K
Event2026-03-31
Filed2026-04-21
WMB
7.74%Williams Cos Inc Com
Shares21.7K
Event2026-03-31
Filed2026-04-21
APH
-23.89%Amphenol Corp Class
Shares12.4K
Event2026-03-31
Filed2026-04-21
BTI
-44.12%British American
Shares26.0K
Event2026-03-31
Filed2026-04-21
BAI
NewBlackRock ETF Trust (ishares Ai Innovation And Tech Actv Etf)
Shares45.8K
Event2026-03-31
Filed2026-04-21
ATO
3.66%Atmos Energy Corp
Shares8.0K
Event2026-03-31
Filed2026-04-21
CRWD
-24.71%Crowdstrike HLDGS
Shares3.8K
Event2026-03-31
Filed2026-04-21
MCO
-7.43%Moodys Corp Com
Shares3.4K
Event2026-03-31
Filed2026-04-21
KO
9.86%Coca-Cola
Shares19.2K
Event2026-03-31
Filed2026-04-21
SO
0.58%Southern Co
Shares14.8K
Event2026-03-31
Filed2026-04-21
MTUM
51.29%iShares TR MSCI USA (mmentm)
Shares6.0K
Event2026-03-31
Filed2026-04-21
SBUX
25.79%Starbucks Corp Com
Shares15.9K
Event2026-03-31
Filed2026-04-21
MBB
23.84%iShares TR MBS ETF
Shares14.8K
Event2026-03-31
Filed2026-04-21
INTU
-6.80%Intuit Inc
Shares3.2K
Event2026-03-31
Filed2026-04-21
SHW
-12.22%Sherwin-Williams Co
Shares4.3K
Event2026-03-31
Filed2026-04-21
THRO
NewiShares US Thematic (rotation Active Etf)
Shares37.9K
Event2026-03-31
Filed2026-04-21
UPS
2.12%United Parcel
Shares13.9K
Event2026-03-31
Filed2026-04-21
TGT
1.79%Target Corp
Shares11.0K
Event2026-03-31
Filed2026-04-21
GEV
4.93%GE Vernova Inc Com
Shares1.5K
Event2026-03-31
Filed2026-04-21
Seagate Technology
8.20%Seagate Technology
Shares3.4K
Event2026-03-31
Filed2026-04-21
Natwest Group PLC
-0.78%Natwest Group PLC
Shares88.7K
Event2026-03-31
Filed2026-04-21
FAST
30.24%Fastenal Com STK
Shares28.3K
Event2026-03-31
Filed2026-04-21
VTV
44.28%Vanguard Index FDS (vanguard Value ETF Formerly Vanguard)
Shares6.7K
Event2026-03-31
Filed2026-04-21
NVO
5.93%Novo Nordisk A/S
Shares35.4K
Event2026-03-31
Filed2026-04-21
MS
7.04%Morgan Stanley Com
Shares7.8K
Event2026-03-31
Filed2026-04-21
VTI
0.10%Vanguard Index FDS (vanguard Total STK MKT Etf)
Shares3.9K
Event2026-03-31
Filed2026-04-21
GE Aerospace Com New
0.39%GE Aerospace Com New
Shares4.4K
Event2026-03-31
Filed2026-04-21
Merck &co. Inc Com
5.88%Merck &co. Inc Com
Shares10.1K
Event2026-03-31
Filed2026-04-21
NLR
-12.34%Vaneck ETF Trust (uranium And Nucl)
Shares9.1K
Event2026-03-31
Filed2026-04-21
RS
0.86%Reliance Inc Com NPV
Shares4.0K
Event2026-03-31
Filed2026-04-21
JMST
2.15%J P Morgan Exchange (traded FD Ultra SHT Muncpl)
Shares23.0K
Event2026-03-31
Filed2026-04-21
SNX
374.32%TD Synnex Corporation
Shares6.9K
Event2026-03-31
Filed2026-04-21
BBVA
10.87%Banco Bilbao Vizcaya
Shares53.9K
Event2026-03-31
Filed2026-04-21
MGC
0.00%Vanguard Mega Cap (index Fund)
Shares4.9K
Event2026-03-31
Filed2026-04-21
SAN
1.82%Banco Santander SA ADR
Shares101.6K
Event2026-03-31
Filed2026-04-21
ITW
20.47%Illinois Tool Works
Shares4.4K
Event2026-03-31
Filed2026-04-21
SYY
-3.23%Sysco Corp
Shares16.0K
Event2026-03-31
Filed2026-04-21
RY
8.81%Royal Bank Of Canada
Shares6.9K
Event2026-03-31
Filed2026-04-21
IJH
-12.45%iShares Core S&P (mid-Cap Etf)
Shares16.6K
Event2026-03-31
Filed2026-04-21
Linde PLC Com
-34.64%Linde PLC Com
Shares2.2K
Event2026-03-31
Filed2026-04-21
BWXT
16.55%BWX Technologies Inc
Shares5.3K
Event2026-03-31
Filed2026-04-21
CB
5.93%Chubb Limited Com
Shares3.3K
Event2026-03-31
Filed2026-04-21
FIX
-19.51%Comfort Systems USA
Shares784
Event2026-03-31
Filed2026-04-21
IXUS
40.63%iShares TR Core MSCI (total)
Shares12.4K
Event2026-03-31
Filed2026-04-21
SPSM
-5.74%SPDR Portfolio S&P (600 Small Cap Etf)
Shares22.1K
Event2026-03-31
Filed2026-04-21
MMC
35.75%Marsh &mclennan
Shares6.1K
Event2026-03-31
Filed2026-04-21
IWB
0.00%iShares Russell 1000 (index Fund)
Shares2.9K
Event2026-03-31
Filed2026-04-21
VST
6.89%Vistra Corp Com
Shares7.0K
Event2026-03-31
Filed2026-04-21
CBOE
2.01%CBOE Global Markets
Shares3.7K
Event2026-03-31
Filed2026-04-21
NUV
9.93%Nuveen Municipal (value Fund Inc)
Shares115.7K
Event2026-03-31
Filed2026-04-21
XLB
293.11%Materials Select (sector SPDR)
Shares20.6K
Event2026-03-31
Filed2026-04-21
Aon PLC SHS CL A
12.33%Aon PLC SHS CL A
Shares3.2K
Event2026-03-31
Filed2026-04-21
SPYG
12.56%SPDR Portfolio S&P (500 Growth Etf)
Shares10.4K
Event2026-03-31
Filed2026-04-21
BA
74.69%Boeing Co
Shares5.1K
Event2026-03-31
Filed2026-04-21
MKL
0.00%Markel Group Inc Com
Shares523
Event2026-03-31
Filed2026-04-21
MNST
-2.74%Monster Beverage
Shares13.5K
Event2026-03-31
Filed2026-04-21
SHY
NewiShares Trust 1-3 (year Treasury Bond Etf)
Shares11.8K
Event2026-03-31
Filed2026-04-21
DB
-20.83%Deutsche Bank AG
Shares32.5K
Event2026-03-31
Filed2026-04-21
LOGI
-2.53%Logitech
Shares10.6K
Event2026-03-31
Filed2026-04-21
IAGG
NewiShares Core International Aggt BD ETF
Shares18.9K
Event2026-03-31
Filed2026-04-21
JCI
-10.69%Johnson Controls
Shares7.2K
Event2026-03-31
Filed2026-04-21
GL
25.32%Globe Life Inc Com
Shares6.7K
Event2026-03-31
Filed2026-04-21
AFL
10.31%Aflac Inc Com
Shares8.4K
Event2026-03-31
Filed2026-04-21
SPGI
11.39%S&P Global Inc Com
Shares2.2K
Event2026-03-31
Filed2026-04-21
MPWR
NewMonolithic Power
Shares833
Event2026-03-31
Filed2026-04-21
SE
110.54%Sea Limited Ads Each
Shares11.0K
Event2026-03-31
Filed2026-04-21
KNSL
-17.79%Kinsale Cap Group
Shares2.6K
Event2026-03-31
Filed2026-04-21
EMR
6.45%Emerson Electric Co
Shares6.8K
Event2026-03-31
Filed2026-04-21
Cencora Inc Com
-13.54%Cencora Inc Com
Shares2.8K
Event2026-03-31
Filed2026-04-21
Eaton Corporation
22.64%Eaton Corporation
Shares2.5K
Event2026-03-31
Filed2026-04-21
ADP
-27.35%Automatic Data
Shares4.3K
Event2026-03-31
Filed2026-04-21
UNP
8.23%Union Pac Corp Com
Shares3.6K
Event2026-03-31
Filed2026-04-21
MUFG
13.04%Mitsubishi UFJ
Shares51.2K
Event2026-03-31
Filed2026-04-21
RYAAY
17.89%Ryanair Holdings PLC
Shares14.8K
Event2026-03-31
Filed2026-04-21
BINC
11.91%BlackRock ETF Trust (ii Flexible Income)
Shares16.5K
Event2026-03-31
Filed2026-04-21
ON
194.46%On Semiconductor
Shares13.7K
Event2026-03-31
Filed2026-04-21
VMI
13.98%Valmont Industries
Shares2.1K
Event2026-03-31
Filed2026-04-21
SRE
12.65%Sempra Com
Shares8.6K
Event2026-03-31
Filed2026-04-21
Wec Energy Group Inc
-5.34%Wec Energy Group Inc
Shares7.1K
Event2026-03-31
Filed2026-04-21
MAIN
0.00%Main STR Cap Corp (com)
Shares15.6K
Event2026-03-31
Filed2026-04-21
CNP
6.05%Centerpoint Energy
Shares19.1K
Event2026-03-31
Filed2026-04-21
PSX
-8.88%Phillips 66
Shares4.5K
Event2026-03-31
Filed2026-04-21
TSCO
9.60%Tractor Supply Co
Shares18.1K
Event2026-03-31
Filed2026-04-21
BHP
49.76%BHP Group LTD Spon
Shares11.2K
Event2026-03-31
Filed2026-04-21
IDXX
0.91%Idexx Laboratories
Shares1.4K
Event2026-03-31
Filed2026-04-21
PEP
-12.77%Pepsico Inc
Shares5.2K
Event2026-03-31
Filed2026-04-21
WFC
8.48%Wells Fargo Co New
Shares10.0K
Event2026-03-31
Filed2026-04-21
T
21.39%AT&T
Shares27.3K
Event2026-03-31
Filed2026-04-21
VEA
-4.19%Vanguard Developed (markets Index Fund Etf)
Shares12.3K
Event2026-03-31
Filed2026-04-21
MMM
-1.29%3M
Shares5.4K
Event2026-03-31
Filed2026-04-21
AZO
-3.75%Autozone Inc Com
Shares231
Event2026-03-31
Filed2026-04-21
SCCO
0.85%Southern Copper Corp
Shares4.5K
Event2026-03-31
Filed2026-04-21
Barrick Mining
52.28%Barrick Mining
Shares19.0K
Event2026-03-31
Filed2026-04-21
CF
102.23%CF Industries
Shares6.0K
Event2026-03-31
Filed2026-04-21
Canadian Pac Kans
5.85%Canadian Pac Kans
Shares9.8K
Event2026-03-31
Filed2026-04-21
SONY
-5.47%Sony Group
Shares37.3K
Event2026-03-31
Filed2026-04-21
XEL
1.24%Xcel Energy Inc Com
Shares9.7K
Event2026-03-31
Filed2026-04-21
DHI
-14.85%DR Horton Inc Com
Shares5.6K
Event2026-03-31
Filed2026-04-21
IEI
NewiShares TR 3 7 YR (treas BD)
Shares6.5K
Event2026-03-31
Filed2026-04-21
UBS
61.51%UBS Group AG
Shares19.5K
Event2026-03-31
Filed2026-04-21
ED
6.61%Consolidated Edison
Shares6.7K
Event2026-03-31
Filed2026-04-21
BUD
-2.73%Anheuser-Busch Inbev
Shares10.9K
Event2026-03-31
Filed2026-04-21
HSBC
69.49%HSBC HLDGS
Shares9.1K
Event2026-03-31
Filed2026-04-21
VMC
NewVulcan Materials Co
Shares2.7K
Event2026-03-31
Filed2026-04-21
LCTU
0.08%BlackRock ETF Trust (us Carbon Transition Readiness Etf)
Shares10.6K
Event2026-03-31
Filed2026-04-21
SUSC
37.79%iShares TR Esg Awre (usd Etf)
Shares32.0K
Event2026-03-31
Filed2026-04-21
ALAB
105.18%Astera Labs Inc Com
Shares6.7K
Event2026-03-31
Filed2026-04-21
Hubbell Inc Com
4.09%Hubbell Inc Com
Shares1.5K
Event2026-03-31
Filed2026-04-21
HEI
-15.35%Heico Corp New Com
Shares2.7K
Event2026-03-31
Filed2026-04-21
EFAV
0.00%iShares TR MSCI EAFE (min VL)
Shares8.0K
Event2026-03-31
Filed2026-04-21
AWI
28.30%Armstrong World Inds
Shares4.4K
Event2026-03-31
Filed2026-04-21
ROST
8.44%Ross Stores Inc
Shares3.4K
Event2026-03-31
Filed2026-04-21
PKX
102.12%Posco Holdings Inc
Shares12.4K
Event2026-03-31
Filed2026-04-21
SMFG
19.01%Sumitomo Mit ADR Rep
Shares36.6K
Event2026-03-31
Filed2026-04-21
Accenture PLC
-14.85%Accenture PLC
Shares3.6K
Event2026-03-31
Filed2026-04-21
RPM
7.52%RPM International
Shares7.2K
Event2026-03-31
Filed2026-04-21
Duke Energy Corp New
9.81%Duke Energy Corp New
Shares5.4K
Event2026-03-31
Filed2026-04-21
VZ
-50.80%Verizon
Shares14.1K
Event2026-03-31
Filed2026-04-21
WF
33.92%Woori Financial
Shares10.6K
Event2026-03-31
Filed2026-04-21
VV
0.00%Vanguard Large-Cap (index Fund)
Shares2.3K
Event2026-03-31
Filed2026-04-21
WST
8.92%West Pharmaceutical
Shares2.8K
Event2026-03-31
Filed2026-04-21
LFUS
NewLittelfuse Inc
Shares2.0K
Event2026-03-31
Filed2026-04-21
TNL
6.00%Travel Plus Leisure
Shares9.9K
Event2026-03-31
Filed2026-04-21
LYB
NewLyondellbasell
Shares8.5K
Event2026-03-31
Filed2026-04-21
MFG
63.78%Mizuho Financial
Shares85.7K
Event2026-03-31
Filed2026-04-21
NI
-0.99%Nisource Inc Com
Shares14.6K
Event2026-03-31
Filed2026-04-21
BABA
82.66%Alibaba Group
Shares5.4K
Event2026-03-31
Filed2026-04-21
BIRK
-9.58%Birkenstock Holding
Shares18.9K
Event2026-03-31
Filed2026-04-21
RCL
24.89%Royal Caribbean Cruises
Shares2.5K
Event2026-03-31
Filed2026-04-21
SMH
0.00%Vaneck ETF Trust (semiconductr Etf)
Shares1.8K
Event2026-03-31
Filed2026-04-21
COF
-15.08%Capital One
Shares3.7K
Event2026-03-31
Filed2026-04-21
GIS
-9.71%General Mills Inc
Shares18.0K
Event2026-03-31
Filed2026-04-21
ORI
2.46%Old Republic
Shares16.6K
Event2026-03-31
Filed2026-04-21
DVY
-22.17%iShares Select (dividend Etf)
Shares4.3K
Event2026-03-31
Filed2026-04-21
PAYX
15.98%Paychex Inc Com
Shares7.1K
Event2026-03-31
Filed2026-04-21
EAGG
0.21%iShares TR Esg Awr (us Agrgt)
Shares13.8K
Event2026-03-31
Filed2026-04-21
CTRA
-0.15%Coterra Energy Inc
Shares18.5K
Event2026-03-31
Filed2026-04-21
VLO
-4.86%Valero Energy Corp
Shares2.6K
Event2026-03-31
Filed2026-04-21
ICE
7.68%Intercontinental
Shares4.1K
Event2026-03-31
Filed2026-04-21
LMT
26.81%Lockheed Martin Corp
Shares1.1K
Event2026-03-31
Filed2026-04-21
EME
NewEmcor Group Inc Com
Shares875
Event2026-03-31
Filed2026-04-21
NMR
18.78%Nomura Holdings ADR
Shares81.4K
Event2026-03-31
Filed2026-04-21
PH
-34.25%Parker-Hannifin Corp
Shares716
Event2026-03-31
Filed2026-04-21
TMO
-3.48%Thermo Fisher
Shares1.3K
Event2026-03-31
Filed2026-04-21
ISRG
-16.14%Intuitive Surgical
Shares1.4K
Event2026-03-31
Filed2026-04-21
HON
11.92%Honeywell
Shares2.8K
Event2026-03-31
Filed2026-04-21
ITA
NewiShares TR US Aer (def Etf)
Shares2.9K
Event2026-03-31
Filed2026-04-21
TWLO
66.08%Twilio Inc CL A
Shares5.0K
Event2026-03-31
Filed2026-04-21
MKSI
-36.58%MKS Instrs Inc Com
Shares2.7K
Event2026-03-31
Filed2026-04-21
SHG
40.65%Shinhan Financial
Shares10.2K
Event2026-03-31
Filed2026-04-21
SNA
16.47%Snap-On Inc
Shares1.7K
Event2026-03-31
Filed2026-04-21
WAT
-5.49%Waters Corp
Shares2.1K
Event2026-03-31
Filed2026-04-21
TER
-25.44%Teradyne Inc Com
Shares2.1K
Event2026-03-31
Filed2026-04-21
DTE
-8.72%Dte Energy Co
Shares4.2K
Event2026-03-31
Filed2026-04-21
OMC
35.33%Omnicom Group Inc
Shares8.2K
Event2026-03-31
Filed2026-04-21
TFC
2.57%Truist Finl Corp Com
Shares13.4K
Event2026-03-31
Filed2026-04-21
FCX
-4.55%Freeport-McMoran Inc
Shares10.5K
Event2026-03-31
Filed2026-04-21
SYK
-7.01%Stryker Corporation
Shares1.9K
Event2026-03-31
Filed2026-04-21
IX
4.80%Orix Corporation
Shares20.3K
Event2026-03-31
Filed2026-04-21
HWM
18.62%Howmet Aerospace Inc
Shares2.6K
Event2026-03-31
Filed2026-04-21
General Dynamics
3.18%General Dynamics
Shares1.8K
Event2026-03-31
Filed2026-04-21
HESM
12.07%Hess Midstream LP CL
Shares15.5K
Event2026-03-31
Filed2026-04-21
WTS
NewWatts Water
Shares2.1K
Event2026-03-31
Filed2026-04-21
FIVE
22.37%Five Below Inc
Shares2.6K
Event2026-03-31
Filed2026-04-21
PKG
-12.89%Packaging Corp Of
Shares2.8K
Event2026-03-31
Filed2026-04-21
CLH
22.72%Clean Harbors Inc
Shares2.1K
Event2026-03-31
Filed2026-04-21
GILD
9.83%Gilead Sciences Inc
Shares4.2K
Event2026-03-31
Filed2026-04-21
CTVA
33.73%Corteva Inc Com
Shares6.9K
Event2026-03-31
Filed2026-04-21
SNPS
5.75%Synopsys Inc
Shares1.5K
Event2026-03-31
Filed2026-04-21
Unilever PLC
43.67%Unilever PLC
Shares10.0K
Event2026-03-31
Filed2026-04-21
USMV
0.24%iShares TR MSCI USA (min Vol)
Shares6.1K
Event2026-03-31
Filed2026-04-21
MAGS
-2.06%Listed FD TR (roundhill Magnif)
Shares9.8K
Event2026-03-31
Filed2026-04-21
RL
-0.61%Ralph Lauren Corp
Shares1.6K
Event2026-03-31
Filed2026-04-21
RDY
174.56%DR. Reddy S
Shares40.4K
Event2026-03-31
Filed2026-04-21
TXG
0.32%10X Genomics Inc CL
Shares26.0K
Event2026-03-31
Filed2026-04-21
AGI
117.89%Alamos Gold Inc Com
Shares12.4K
Event2026-03-31
Filed2026-04-21
APP
107.96%Applovin Corp Com CL
Shares1.4K
Event2026-03-31
Filed2026-04-21
AVY
68.20%Avery Dennison Corp
Shares3.2K
Event2026-03-31
Filed2026-04-21
JBHT
13.21%Hunt J.B. Transport
Shares2.6K
Event2026-03-31
Filed2026-04-21
DE
26.42%Deere & Co
Shares976
Event2026-03-31
Filed2026-04-21
AOR
12.66%iShares Core (growth Allocation Etf)
Shares8.5K
Event2026-03-31
Filed2026-04-21
TM
27.34%Toyota Motor Corp
Shares2.6K
Event2026-03-31
Filed2026-04-21
NXPI
25.16%NXP Semiconductors
Shares2.8K
Event2026-03-31
Filed2026-04-21
IBKR
-21.54%Interactive Brokers
Shares8.1K
Event2026-03-31
Filed2026-04-21
WDC
-28.86%Western Digital
Shares2.0K
Event2026-03-31
Filed2026-04-21
LH
-18.56%Labcorp Holdings Inc
Shares2.0K
Event2026-03-31
Filed2026-04-21
WTM
9.95%White MTNS Ins Group
Shares243
Event2026-03-31
Filed2026-04-21
VOOG
-1.28%Vanguard S&P 500 (growth Etf)
Shares1.3K
Event2026-03-31
Filed2026-04-21
National Grid Spon
11.92%National Grid Spon
Shares6.2K
Event2026-03-31
Filed2026-04-21
MTBA
-30.49%Simplify Exchange (traded Funds Simplify MBS Etf)
Shares10.7K
Event2026-03-31
Filed2026-04-21
ESGU
34.05%iShares TR Esg Aware (msci USA Etf)
Shares3.7K
Event2026-03-31
Filed2026-04-21
SF
30.66%Stifel Financial
Shares7.1K
Event2026-03-31
Filed2026-04-21
CCK
0.61%Crown HLDGS Inc Com
Shares5.1K
Event2026-03-31
Filed2026-04-21
ING
12.52%ING Groep N.V.
Shares19.7K
Event2026-03-31
Filed2026-04-21
DSI
-5.88%iShares TR MSCI (KLD400 Soc)
Shares4.2K
Event2026-03-31
Filed2026-04-21
USB
4.00%US Bancorp
Shares9.8K
Event2026-03-31
Filed2026-04-21
RELX
-43.50%Relx PLC Spon Ads
Shares15.4K
Event2026-03-31
Filed2026-04-21
CBRE
17.74%Cbre Group Inc Com
Shares3.7K
Event2026-03-31
Filed2026-04-21
ABNB
57.99%Airbnb Inc Com CL A
Shares4.0K
Event2026-03-31
Filed2026-04-21
Medtronic PLC
6.88%Medtronic PLC
Shares5.8K
Event2026-03-31
Filed2026-04-21
CSW
NewCSW Industrials Inc
Shares1.9K
Event2026-03-31
Filed2026-04-21
ASX
64.54%Ase Technology
Shares23.1K
Event2026-03-31
Filed2026-04-21
VB
-0.05%Vanguard Small-Cap (index Fund)
Shares1.9K
Event2026-03-31
Filed2026-04-21
NTR
23.99%Nutrien LTD Com NPV
Shares6.5K
Event2026-03-31
Filed2026-04-21
BKCH
0.00%Global X FDS GBL X (blockchain)
Shares8.8K
Event2026-03-31
Filed2026-04-21
WCN
0.77%Waste Connections
Shares3.0K
Event2026-03-31
Filed2026-04-21
FSK
-13.58%FS KKR Cap Corp Com
Shares47.9K
Event2026-03-31
Filed2026-04-21
IBN
-21.01%Icici Bank Limited
Shares18.6K
Event2026-03-31
Filed2026-04-21
TAK
9.97%Takeda
Shares25.8K
Event2026-03-31
Filed2026-04-21
WRB
-26.06%Berkley W R Corp Com
Shares7.2K
Event2026-03-31
Filed2026-04-21
Invesco Exchange (traded FD TR S&P500 Eql WGT)
3.36%Invesco Exchange (traded FD TR S&P500 Eql WGT)
Shares2.5K
Event2026-03-31
Filed2026-04-21
TDY
NewTeledyne
Shares766
Event2026-03-31
Filed2026-04-21
CMCSA
-52.38%Comcast Corp
Shares16.1K
Event2026-03-31
Filed2026-04-21
PCG
-22.37%PG&E Corp Com NPV
Shares26.3K
Event2026-03-31
Filed2026-04-21
OKE
2.75%Oneok Inc Com
Shares5.1K
Event2026-03-31
Filed2026-04-21
CSGP
-3.02%Costar Group Inc
Shares11.3K
Event2026-03-31
Filed2026-04-21
SHEL
10.97%Shell PLC Spon Ads
Shares4.9K
Event2026-03-31
Filed2026-04-21
SPXC
0.00%SPX Technologies Inc
Shares2.3K
Event2026-03-31
Filed2026-04-21
E
6.85%Eni ADR
Shares8.0K
Event2026-03-31
Filed2026-04-21
MO
-23.89%Altria Group Inc
Shares6.8K
Event2026-03-31
Filed2026-04-21
Thomson-Reuters Corp
NewThomson-Reuters Corp
Shares5.0K
Event2026-03-31
Filed2026-04-21
CHT
23.71%Chunghwa Telecom ADR
Shares10.6K
Event2026-03-31
Filed2026-04-21
CNQ
24.24%Canadian Natural
Shares9.2K
Event2026-03-31
Filed2026-04-21
CRUS
NewCirrus Logic Inc
Shares3.1K
Event2026-03-31
Filed2026-04-21
Liberty Media Corp
-4.86%Liberty Media Corp
Shares5.2K
Event2026-03-31
Filed2026-04-21
CCJ
80.20%Cameco Corp Com NPV
Shares4.1K
Event2026-03-31
Filed2026-04-21
First Citizens
2.64%First Citizens
Shares233
Event2026-03-31
Filed2026-04-21
ONC
-7.80%Beigene LTD Spon Ads
Shares1.5K
Event2026-03-31
Filed2026-04-21
TKO
-8.67%Tko Group Holdings Incorporated Class A
Shares2.2K
Event2026-03-31
Filed2026-04-21
FUTU
153.41%Futu Holdings
Shares3.2K
Event2026-03-31
Filed2026-04-21
HIMU
88.74%BlackRock ETF Trust (ii iShares High Yield Muni Active Etf)
Shares9.1K
Event2026-03-31
Filed2026-04-21
SYF
-4.68%Synchrony Financial
Shares6.3K
Event2026-03-31
Filed2026-04-21
FLEX
-44.45%Flex LTD Com Usd0.01
Shares6.5K
Event2026-03-31
Filed2026-04-21
APD
NewAir Products And
Shares1.5K
Event2026-03-31
Filed2026-04-21
NTRS
0.07%Northern Trust Corp
Shares3.0K
Event2026-03-31
Filed2026-04-21
ULTA
3.19%Ulta Beauty Inc Com
Shares809
Event2026-03-31
Filed2026-04-21
TECH
-13.52%Bio-Techne Corp Com
Shares8.1K
Event2026-03-31
Filed2026-04-21
EMA
12.12%Emera Inc Com
Shares8.1K
Event2026-03-31
Filed2026-04-21
TEVA
NewTeva Pharmaceutical Industrieslimited ADR (israel)
Shares13.9K
Event2026-03-31
Filed2026-04-21
CVS
13.29%CVS Health
Shares5.8K
Event2026-03-31
Filed2026-04-21
KEYS
25.62%Keysight
Shares1.5K
Event2026-03-31
Filed2026-04-21
HLI
NewHoulihan Lokey Inc
Shares2.9K
Event2026-03-31
Filed2026-04-21
RJF
-6.55%Raymond James Finl
Shares2.9K
Event2026-03-31
Filed2026-04-21
VO
0.91%Vanguard Mid-Cap (index Fund)
Shares1.4K
Event2026-03-31
Filed2026-04-21
TDG
-19.32%Transdigm Group Inc
Shares355
Event2026-03-31
Filed2026-04-21
MT
77.96%Arcelormittal NY
Shares7.9K
Event2026-03-31
Filed2026-04-21
ODFL
6.88%Old Dominion Freight
Shares2.1K
Event2026-03-31
Filed2026-04-21
CASY
2.01%Caseys General
Shares559
Event2026-03-31
Filed2026-04-21
EBAY
85.40%eBay Inc. Com
Shares4.4K
Event2026-03-31
Filed2026-04-21
KMI
26.88%Kinder Morgan Inc
Shares12.0K
Event2026-03-31
Filed2026-04-21
TFI
0.00%SPDR Nuveen (bloomberg Municipal Bond Etf)
Shares8.9K
Event2026-03-31
Filed2026-04-21
ROL
-30.46%Rollins Inc
Shares7.5K
Event2026-03-31
Filed2026-04-21
ECL
2.10%Ecolab Inc
Shares1.5K
Event2026-03-31
Filed2026-04-21
MET
-3.45%Metlife Inc Com
Shares5.7K
Event2026-03-31
Filed2026-04-21
RGA
-8.96%Reinsurance GRP Of
Shares2.0K
Event2026-03-31
Filed2026-04-21
ILMN
30.99%Illumina Inc Com
Shares3.2K
Event2026-03-31
Filed2026-04-21
FDS
-37.50%Factset Research
Shares1.8K
Event2026-03-31
Filed2026-04-21
AX
0.00%Axos Financial Inc
Shares4.6K
Event2026-03-31
Filed2026-04-21
Steris PLC Ord
-7.88%Steris PLC Ord
Shares1.8K
Event2026-03-31
Filed2026-04-21
Katapult Holdings
0.00%Katapult Holdings
Shares55.2K
Event2026-03-31
Filed2026-04-21
BSX
-31.35%Boston Scientific
Shares6.2K
Event2026-03-31
Filed2026-04-21
JEPI
-4.74%J P Morgan Exchange (traded FD Equity Premium)
Shares6.9K
Event2026-03-31
Filed2026-04-21
ADBE
18.92%Adobe Inc Com
Shares1.6K
Event2026-03-31
Filed2026-04-21
UBER
-1.07%Uber Technologies
Shares5.3K
Event2026-03-31
Filed2026-04-21
BPOP
9.26%Popular Inc
Shares2.8K
Event2026-03-31
Filed2026-04-21
YUM
1.04%Yum! Brands Inc
Shares2.4K
Event2026-03-31
Filed2026-04-21
LIEN
NewChicago Atlantic BDC Inc COM
Shares40.2K
Event2026-03-31
Filed2026-04-21
BK
16.29%Bank Of New York
Shares3.2K
Event2026-03-31
Filed2026-04-21
NXT
0.00%Nextracker Inc Class
Shares3.1K
Event2026-03-31
Filed2026-04-21
LNG
41.84%Cheniere Energy Inc
Shares1.3K
Event2026-03-31
Filed2026-04-21
BMY
12.97%Bristol-Myers Squibb
Shares6.1K
Event2026-03-31
Filed2026-04-21
PUK
24.03%Prudential ADR Each
Shares12.9K
Event2026-03-31
Filed2026-04-21
Blackstone Inc
-4.40%Blackstone Inc
Shares3.2K
Event2026-03-31
Filed2026-04-21
KB
51.37%KB Finl Group Inc
Shares3.7K
Event2026-03-31
Filed2026-04-21
EEM
-8.81%iShares Trust MSCI (emg MKTS ETF Usd Dis)
Shares6.4K
Event2026-03-31
Filed2026-04-21
WM
NewWaste Management Inc
Shares1.6K
Event2026-03-31
Filed2026-04-21
IDEV
39.21%iShares TR Core MSCI (intl)
Shares4.3K
Event2026-03-31
Filed2026-04-21
NU
-2.55%Nu Holdings LTD
Shares25.1K
Event2026-03-31
Filed2026-04-21
BCS
92.01%Barclays PLC
Shares16.9K
Event2026-03-31
Filed2026-04-21
SDY
1.63%SPDR Ser TR S&P (divid Etf)
Shares2.4K
Event2026-03-31
Filed2026-04-21
CFR
NewCullen/Frost Bankers
Shares2.6K
Event2026-03-31
Filed2026-04-21
EXC
5.82%Exelon Corp Com NPV
Shares7.2K
Event2026-03-31
Filed2026-04-21
MAS
-19.89%Masco Corp Com
Shares5.8K
Event2026-03-31
Filed2026-04-21
TTD
44.99%The Trade Desk Inc
Shares15.3K
Event2026-03-31
Filed2026-04-21
CAH
-1.39%Cardinal Health Inc
Shares1.6K
Event2026-03-31
Filed2026-04-21
Aegon Limited Amer
157.40%Aegon Limited Amer
Shares47.4K
Event2026-03-31
Filed2026-04-21
TTMI
-9.19%TTM Technologies Incorporated
Shares3.5K
Event2026-03-31
Filed2026-04-21
SLF
NewSun Life Financial
Shares5.4K
Event2026-03-31
Filed2026-04-21
EXPD
-9.57%Expeditors
Shares2.4K
Event2026-03-31
Filed2026-04-21
IEF
NewiShares TR 7-10 YR (TRSY BD)
Shares3.5K
Event2026-03-31
Filed2026-04-21
AEP
-4.33%American Elec PWR Co
Shares2.6K
Event2026-03-31
Filed2026-04-21
ZM
-24.03%Zoom Video
Shares4.2K
Event2026-03-31
Filed2026-04-21
PYPL
27.93%Paypal HLDGS Inc Com
Shares7.4K
Event2026-03-31
Filed2026-04-21
CEG
-43.51%Constellation Energy
Shares1.2K
Event2026-03-31
Filed2026-04-21
NEM
19.06%Newmont Corp Com
Shares3.0K
Event2026-03-31
Filed2026-04-21
EQNR
NewEquinor Asa Spon ADR
Shares7.6K
Event2026-03-31
Filed2026-04-21
RIO
-37.85%Rio Tinto ADR Each
Shares3.5K
Event2026-03-31
Filed2026-04-21
SLB
-16.84%Schlumberger Limited
Shares6.2K
Event2026-03-31
Filed2026-04-21
USXF
-47.24%iShares Trust Esg (advanced MSCI USA Etf)
Shares5.7K
Event2026-03-31
Filed2026-04-21
CSX
NewCSX Corp Com Usd1
Shares7.6K
Event2026-03-31
Filed2026-04-21
TU
-0.35%Telus Corporation
Shares24.5K
Event2026-03-31
Filed2026-04-21
KR
-2.70%Kroger Co Com
Shares4.3K
Event2026-03-31
Filed2026-04-21
BIDU
-18.61%Baidu Inc Spon Ads
Shares2.8K
Event2026-03-31
Filed2026-04-21
BKNG
-37.82%Booking Holdings Inc
Shares74
Event2026-03-31
Filed2026-04-21
ENB
19.19%Enbridge Inc Com
Shares5.7K
Event2026-03-31
Filed2026-04-21
CLOA
NewiShares Aaa Clo (active Etf)
Shares5.9K
Event2026-03-31
Filed2026-04-21
RNG
NewRingcentral
Shares8.2K
Event2026-03-31
Filed2026-04-21
SCHB
0.17%Schwab US Broad Market ETF
Shares12.2K
Event2026-03-31
Filed2026-04-21
TGTX
0.00%TG Therapeutics Incorporated
Shares9.2K
Event2026-03-31
Filed2026-04-21
NICE
NewNice LTD ADR-Each
Shares2.8K
Event2026-03-31
Filed2026-04-21
AIG
-25.50%American International Group
Shares4.0K
Event2026-03-31
Filed2026-04-21
AVA
-9.44%Avista Corp
Shares7.6K
Event2026-03-31
Filed2026-04-21
TPR
23.90%Tapestry Inc Com
Shares2.1K
Event2026-03-31
Filed2026-04-21
PPG
43.20%PPG Industries Inc
Shares2.8K
Event2026-03-31
Filed2026-04-21
JHG
17.73%Janus Henderson
Shares5.8K
Event2026-03-31
Filed2026-04-21
EVRG
NewEvergy Inc Com
Shares3.6K
Event2026-03-31
Filed2026-04-21
XYL
-51.00%Xylem Inc Com
Shares2.5K
Event2026-03-31
Filed2026-04-21
FER
NewFerrovial Se Eur0.01
Shares4.6K
Event2026-03-31
Filed2026-04-21
WTFC
0.85%Wintrust Financial
Shares2.1K
Event2026-03-31
Filed2026-04-21
DELL
NewDell Technologies
Shares1.8K
Event2026-03-31
Filed2026-04-21
GSK PLC Spon Ads
16.67%GSK PLC Spon Ads
Shares5.3K
Event2026-03-31
Filed2026-04-21
EEMV
-4.85%iShares Inc MSCI (emerg MRKT)
Shares4.5K
Event2026-03-31
Filed2026-04-21
YETI
5.20%Yeti HLDGS Inc Com
Shares8.0K
Event2026-03-31
Filed2026-04-21
WBS
-2.11%Webster Finl Corp
Shares4.2K
Event2026-03-31
Filed2026-04-21
CW
NewCurtiss-Wright Corp
Shares429
Event2026-03-31
Filed2026-04-21
PODD
-12.73%Insulet Corp
Shares1.4K
Event2026-03-31
Filed2026-04-21
RGLD
-16.87%Royal Gold Inc Com
Shares1.1K
Event2026-03-31
Filed2026-04-21
GATX
0.00%Gatx Corp Com STK
Shares1.7K
Event2026-03-31
Filed2026-04-21
RNR
-3.94%Renaissancere HLDGS
Shares974
Event2026-03-31
Filed2026-04-21
AEM
NewAgnico Eagle Mines
Shares1.4K
Event2026-03-31
Filed2026-04-21
TD
15.55%Toronto Dominion
Shares3.1K
Event2026-03-31
Filed2026-04-21
FTS
NewFortis Inc Com
Shares5.2K
Event2026-03-31
Filed2026-04-21
PFFA
7.40%Virtus Infracap US Preferred Stock ETF
Shares14.1K
Event2026-03-31
Filed2026-04-21
ESGE
20.86%iShares Inc Esg Awr (msci Em)
Shares6.3K
Event2026-03-31
Filed2026-04-21
RACE
-42.33%Ferrari
Shares842
Event2026-03-31
Filed2026-04-21
FDL
0.00%First Trust Mornngstretf
Shares5.6K
Event2026-03-31
Filed2026-04-21
MEDP
-42.31%Medpace HLDGS Inc
Shares589
Event2026-03-31
Filed2026-04-21
CNS
-26.88%Cohen & Steers Inc
Shares4.5K
Event2026-03-31
Filed2026-04-21
XPEV
66.31%Xpeng Inc Spon Ads
Shares16.5K
Event2026-03-31
Filed2026-04-21
JKHY
NewHenry Jack
Shares1.8K
Event2026-03-31
Filed2026-04-21
EXPE
-44.34%Expedia Group Inc
Shares1.2K
Event2026-03-31
Filed2026-04-21
XYZ
NewBlock Inc CL A
Shares4.6K
Event2026-03-31
Filed2026-04-21
BYD
-16.35%Boyd Gaming Corp
Shares3.3K
Event2026-03-31
Filed2026-04-21
TSN
-7.19%Tyson Foods Inc
Shares4.3K
Event2026-03-31
Filed2026-04-21
DGRS
-43.66%Wisdomtree TR (us Small Cap Quality Divid Growth FD)
Shares5.2K
Event2026-03-31
Filed2026-04-21
INGR
4.07%Ingredion Inc Com
Shares2.4K
Event2026-03-31
Filed2026-04-21
MTSI
NewMacom Tech Solutions HLDGS Incorporated
Shares1.2K
Event2026-03-31
Filed2026-04-21
DRI
-32.96%Darden Restaurants
Shares1.4K
Event2026-03-31
Filed2026-04-21
LOPE
0.44%Grand Canyon
Shares1.6K
Event2026-03-31
Filed2026-04-21
SKM
NewSK Telecom ADR Each
Shares9.2K
Event2026-03-31
Filed2026-04-21
KEP
41.14%Korea Elec PWR Corp
Shares18.8K
Event2026-03-31
Filed2026-04-21
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available