Sponsored

The Analysis of VISTA INVESTMENT MANAGEMENT's Holdings & P&L

Currently, VISTA INVESTMENT MANAGEMENT holds 173 types of securities in its portfolio with a total value $298.4M. In the most recent quarter, they have increased their positions in N/A (+10.5K shares, valued at $2.1M), VGT (+835 shares, valued at $582.6K), BSCW (+24.2K shares, valued at $497.3K); decreased their positions in BSCR (-43.9K shares, valued at $860.9K), N/A (-3.4K shares, valued at $809.0K), BIL (-7.0K shares, valued at $641.7K); initiated new positions in N/A (+10.5K shares, valued at $2.1M), XLE (+3.9K shares, valued at $238.1K).

1M P&L

+7.6M+2.54%

3M P&L

-58.3M-15.96%

HY P&L

-60.7M-16.52%

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/A194.3M

69.1%

2Banks - Regional8.7M

3.1%

3Banks - Diversified7.5M

2.7%

Top Industries by Stock Count

1N/A89 stocks

54.3%

2Banks - Regional9 stocks

5.5%

3Drug Manufacturers - General5 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCSH VANGUARD SCOTTSDALE FDS127.1K shares0.60%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR192.1K shares2.94%2026-03-312026-05-15

VGT VANGUARD WORLD FD13.5K shares6.59%2026-03-312026-05-15

FLTR VANECK ETF TRUST332.2K shares1.57%2026-03-312026-05-15

SPIB SPDR SERIES TRUST245.3K shares-1.29%2026-03-312026-05-15

BSCU INVESCO EXCH TRD SLF IDX FD479.6K shares1.94%2026-03-312026-05-15

BSCS INVESCO EXCH TRD SLF IDX FD347.7K shares-6.53%2026-03-312026-05-15

QUAL ISHARES TR33.6K shares-2.16%2026-03-312026-05-15

Sponsored

QUS SPDR SERIES TRUST37.3K shares-2.59%2026-03-312026-05-15

COHERENT CORP COHERENT CORP26.3K shares-11.43%2026-03-312026-05-15

EPS WISDOMTREE TR84.7K shares-2.34%2026-03-312026-05-15

RSPT INVESCO EXCHANGE TRADED FD T125.3K shares5.89%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO19.1K shares-4.74%2026-03-312026-05-15

FPEI FIRST TR EXCH TRADED FD III279.7K shares1.79%2026-03-312026-05-15

IJR ISHARES TR42.3K shares-1.60%2026-03-312026-05-15

SPMD SPDR SERIES TRUST78.7K shares-3.49%2026-03-312026-05-15

Sponsored

VOX VANGUARD WORLD FD25.8K shares1.44%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS93.2K shares1.78%2026-03-312026-05-15

RUSHB RUSH ENTERPRISES INC62.3K shares9.44%2026-03-312026-05-15

WCC WESCO INTL INC13.8K shares-3.34%2026-03-312026-05-15

IPKW INVESCO EXCH TRADED FD TR II64.2K shares5.89%2026-03-312026-05-15

SPSB SPDR SERIES TRUST118.4K shares-0.77%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP18.7K shares2.72%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS73.7K shares2.88%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC11.2K shares-2.11%2026-03-312026-05-15

BIL SPDR SERIES TRUST34.9K shares-16.71%2026-03-312026-05-15

EWX SPDR INDEX SHS FDS47.9K shares4.31%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F56.9K shares0.65%2026-03-312026-05-15

VRIG INVESCO ACTIVELY MANAGED EXC117.8K shares-10.21%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC14.1K shares-8.59%2026-03-312026-05-15

IJH ISHARES TR43.0K shares-0.66%2026-03-312026-05-15

FBIZ FIRST BUSINESS FINL SVCS INC52.8K shares0.06%2026-03-312026-05-15

Sponsored

LOW LOWES COS INC11.7K shares-0.17%2026-03-312026-05-15

ICSH ISHARES TR54.0K shares2.82%2026-03-312026-05-15

BSCW INVESCO EXCH TRD SLF IDX FD129.8K shares22.87%2026-03-312026-05-15

RTX RTX CORPORATION13.2K shares-2.51%2026-03-312026-05-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC12.1K shares-0.54%2026-03-312026-05-15

AAPL APPLE INC9.8K shares-0.90%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC4.6K shares-1.16%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC6.7K shares0.29%2026-03-312026-05-15

Sponsored

DGS WISDOMTREE TR37.0K shares2.58%2026-03-312026-05-15

BSCR INVESCO EXCH TRD SLF IDX FD112.6K shares-28.04%2026-03-312026-05-15

DIS DISNEY WALT CO22.8K shares2.11%2026-03-312026-05-15

LVS LAS VEGAS SANDS CORP38.9K shares2.17%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC10.5K sharesnew addition2026-03-312026-05-15

SLQD ISHARES TR40.7K shares-5.24%2026-03-312026-05-15

SPYM SPDR SERIES TRUST25.2K shares-0.73%2026-03-312026-05-15

WFC WELLS FARGO & CO23.9K shares2.70%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC23.4K shares-0.57%2026-03-312026-05-15

STZ CONSTELLATION BRANDS INC11.9K shares4.52%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS27.7K shares0.43%2026-03-312026-05-15

PEP PEPSICO INC11.4K shares-1.46%2026-03-312026-05-15

BFH BREAD FINANCIAL HOLDINGS INC23.2K shares1.49%2026-03-312026-05-15

RSPD INVESCO EXCHANGE TRADED FD T32.4K shares-0.83%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR12.9K shares-1.57%2026-03-312026-05-15

EOG EOG RES INC11.9K shares-0.08%2026-03-312026-05-15

Sponsored

SGOV ISHARES TR16.9K shares1.72%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY5.6K shares1.88%2026-03-312026-05-15

VO VANGUARD INDEX FDS5.5K shares-0.36%2026-03-312026-05-15

VAW VANGUARD WORLD FD6.8K shares-1.16%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F29.7K shares-13.32%2026-03-312026-05-15

VTI VANGUARD INDEX FDS4.7K shares-0.45%2026-03-312026-05-15

MSFT MICROSOFT CORP3.9K shares4.54%2026-03-312026-05-15

IVV ISHARES TR2.1K shares6.27%2026-03-312026-05-15

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.21.3K shares1.56%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC5.0K shares0.16%2026-03-312026-05-15

INGR INGREDION INC11.9K shares2.50%2026-03-312026-05-15

VHT VANGUARD WORLD FD4.9K shares5.39%2026-03-312026-05-15

FCOM FIDELITY COVINGTON TRUST19.2K shares2.96%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F25.2K shares-2.70%2026-03-312026-05-15

CVX CHEVRON CORPORATION6.2K shares-3.96%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC1.5K shares-1.46%2026-03-312026-05-15

Sponsored

ISCF ISHARES TR29.8K shares0.86%2026-03-312026-05-15

AMGN AMGEN INC3.4K shares-0.87%2026-03-312026-05-15

GLW CORNING INC8.8K shares-0.35%2026-03-312026-05-15

BSCT INVESCO EXCH TRD SLF IDX FD63.3K shares12.16%2026-03-312026-05-15

VB VANGUARD INDEX FDS4.5K shares-0.88%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.8K shares0.00%2026-03-312026-05-15

CSX CSX CORP27.6K shares-2.47%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS7.6K shares-1.44%2026-03-312026-05-15

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F22.3K shares0.00%2026-03-312026-05-15

JLL JONES LANG LASALLE INC3.7K shares3.25%2026-03-312026-05-15

IEMG ISHARES INC15.8K shares-8.63%2026-03-312026-05-15

AMZN AMAZON COM INC5.1K shares13.04%2026-03-312026-05-15

RMD RESMED INC4.7K shares-0.93%2026-03-312026-05-15

NVO NOVO-NORDISK A S28.2K shares58.87%2026-03-312026-05-15

COP CONOCOPHILLIPS7.7K shares-0.23%2026-03-312026-05-15

VDE VANGUARD WORLD FD5.6K shares-1.05%2026-03-312026-05-15

Sponsored

LH LABCORP HOLDINGS INC3.6K shares-1.51%2026-03-312026-05-15

VCR VANGUARD WORLD FD2.6K shares0.80%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 401.5K shares0.00%2026-03-312026-05-15

SHM SPDR SERIES TRUST18.7K shares0.00%2026-03-312026-05-15

WPC WP CAREY INC13.1K shares-0.50%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR17.9K shares-3.65%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC3.7K shares-5.12%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR7.7K shares0.00%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC2.9K shares-5.21%2026-03-312026-05-15

TXN TEXAS INSTRS INC4.2K shares-2.00%2026-03-312026-05-15

XBI SPDR SERIES TRUST6.4K shares-0.36%2026-03-312026-05-15

SUB ISHARES TR7.6K shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.1K shares4.73%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-3.93%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.6K shares0.00%2026-03-312026-05-15

MPC MARATHON PETE CORP2.9K shares-9.41%2026-03-312026-05-15

Sponsored

ABT ABBOTT LABORATORIES6.8K shares0.00%2026-03-312026-05-15

TOWN TOWNEBANK PORTSMOUTH VA20.3K shares5.96%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS11.6K shares0.00%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F4.9K shares1.93%2026-03-312026-05-15

GPN GLOBAL PMTS INC9.8K shares64.75%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS2.9K shares-2.37%2026-03-312026-05-15

SPSM SPDR SERIES TRUST12.8K shares-11.32%2026-03-312026-05-15

ABR ARBOR REALTY TRUST INC79.0K shares2.02%2026-03-312026-05-15

Sponsored

COLB COLUMBIA BKG SYS INC21.8K shares-0.48%2026-03-312026-05-15

RSPG INVESCO EXCHANGE TRADED FD T5.3K shares-1.86%2026-03-312026-05-15

VV VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-15

NFLX NETFLIX INC.5.8K shares0.00%2026-03-312026-05-15

SPTM SPDR SERIES TRUST6.3K shares-0.52%2026-03-312026-05-15

PG PROCTER & GAMBLE CO3.4K shares-1.46%2026-03-312026-05-15

IWM ISHARES TR2.0K shares0.00%2026-03-312026-05-15

FCN FTI CONSULTING INC2.7K shares-2.73%2026-03-312026-05-15

Sponsored

META META PLATFORMS INC819 shares2.50%2026-03-312026-05-15

AUB ATLANTIC UN BANKSHARES CORP13.0K shares11.55%2026-03-312026-05-15

D DOMINION ENERGY INC7.4K shares0.00%2026-03-312026-05-15

VTR VENTAS INC5.1K shares-0.51%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I1.4K shares-0.56%2026-03-312026-05-15

IEFA ISHARES TR4.5K shares1.10%2026-03-312026-05-15

SCZ ISHARES TR5.2K shares0.60%2026-03-312026-05-15

MUNI PIMCO ETF TR7.6K shares0.00%2026-03-312026-05-15

Sponsored

TM TOYOTA MOTOR CORP1.9K shares-0.47%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.4K shares-0.72%2026-03-312026-05-15

VFH VANGUARD WORLD FD3.2K shares-0.92%2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC2.9K shares0.00%2026-03-312026-05-15

CIVB CIVISTA BANCSHARES INC16.5K shares-9.11%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS4.2K shares51.34%2026-03-312026-05-15

GLPI GAMING & LEISURE P8.4K shares0.13%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC3.0K shares-20.97%2026-03-312026-05-15

Sponsored

ADI ANALOG DEVICES INC1.1K shares24.22%2026-03-312026-05-15

FIS FIDELITY NATL INFORMATION SV7.5K shares-23.00%2026-03-312026-05-15

BALT INNOVATOR ETFS TRUST10.5K shares0.00%2026-03-312026-05-15

FLRN SPDR SERIES TRUST11.2K shares7.33%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR7.0K shares0.00%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC1.2K shares16.78%2026-03-312026-05-15

LLY ELI LILLY & CO348 shares-1.14%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.1K shares5.38%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON1.3K shares-8.04%2026-03-312026-05-15

MTUM ISHARES TR1.3K shares-0.30%2026-03-312026-05-15

FNB F N B CORP18.6K shares-0.93%2026-03-312026-05-15

GEV GE VERNOVA INC344 shares-0.86%2026-03-312026-05-15

ORRF ORRSTOWN FINL SVCS INC8.3K shares0.00%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR2.6K shares2.56%2026-03-312026-05-15

FPE FIRST TR EXCH TRADED FD III15.3K shares0.66%2026-03-312026-05-15

BAUG INNOVATOR ETFS TRUST5.5K shares0.00%2026-03-312026-05-15

Sponsored

LHX L3HARRIS TECHNOLOGIES INC772 shares-18.65%2026-03-312026-05-15

TJX TJX COS INC NEW1.7K shares-2.23%2026-03-312026-05-15

KBH KB HOME5.1K shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC1.2K shares0.00%2026-03-312026-05-15

VTV VANGUARD INDEX FDS1.3K shares-1.04%2026-03-312026-05-15

RSPS INVESCO EXCHANGE TRADED FD T8.8K shares-1.53%2026-03-312026-05-15

MUB ISHARES TR2.3K shares0.00%2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST6.1K shares0.00%2026-03-312026-05-15

Sponsored

XLE SELECT SECTOR SPDR TR3.9K sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC335 shares-6.16%2026-03-312026-05-15

ORCL ORACLE CORP1.6K shares0.00%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F3.0K shares3.80%2026-03-312026-05-15

IGIB ISHARES TR4.2K shares0.00%2026-03-312026-05-15

CRM SALESFORCE INC1.2K shares-35.18%2026-03-312026-05-15

XPH SPDR SERIES TRUST4.0K shares0.00%2026-03-312026-05-15

ITB ISHARES TR2.3K shares0.00%2026-03-312026-05-15

Sponsored

IBB ISHARES TR1.2K shares0.00%2026-03-312026-05-15

ARCC ARES CAPITAL CORP11.0K shares0.11%2026-03-312026-05-15

NZF NUVEEN MUN CR INCOME FD16.1K shares0.00%2026-03-312026-05-15

NVG NUVEEN AMT FREE MUN CR INC F11.2K shares0.00%2026-03-312026-05-15

NWBI NORTHWEST BANCSHARES INC10.3K shares0.00%2026-03-312026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

0.60%

Shares127.1K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

2.94%

Shares192.1K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

6.59%

Shares13.5K

Event2026-03-31

Filed2026-05-15

FLTR

VANECK ETF TRUST

1.57%

Shares332.2K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

-1.29%

Shares245.3K

Event2026-03-31

Filed2026-05-15

BSCU

INVESCO EXCH TRD SLF IDX FD

1.94%

Shares479.6K

Event2026-03-31

Filed2026-05-15

BSCS

INVESCO EXCH TRD SLF IDX FD

-6.53%

Shares347.7K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-2.16%

Shares33.6K

Event2026-03-31

Filed2026-05-15

QUS

SPDR SERIES TRUST

-2.59%

Shares37.3K

Event2026-03-31

Filed2026-05-15

COHERENT CORP

-11.43%

Shares26.3K

Event2026-03-31

Filed2026-05-15

EPS

WISDOMTREE TR

-2.34%

Shares84.7K

Event2026-03-31

Filed2026-05-15

RSPT

INVESCO EXCHANGE TRADED FD T

5.89%

Shares125.3K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-4.74%

Shares19.1K

Event2026-03-31

Filed2026-05-15

FPEI

FIRST TR EXCH TRADED FD III

1.79%

Shares279.7K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-1.60%

Shares42.3K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

-3.49%

Shares78.7K

Event2026-03-31

Filed2026-05-15

VOX

VANGUARD WORLD FD

1.44%

Shares25.8K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

1.78%

Shares93.2K

Event2026-03-31

Filed2026-05-15

RUSHB

RUSH ENTERPRISES INC

9.44%

Shares62.3K

Event2026-03-31

Filed2026-05-15

WCC

WESCO INTL INC

-3.34%

Shares13.8K

Event2026-03-31

Filed2026-05-15

IPKW

INVESCO EXCH TRADED FD TR II

5.89%

Shares64.2K

Event2026-03-31

Filed2026-05-15

SPSB

SPDR SERIES TRUST

-0.77%

Shares118.4K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

2.72%

Shares18.7K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

2.88%

Shares73.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-2.11%

Shares11.2K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-16.71%

Shares34.9K

Event2026-03-31

Filed2026-05-15

EWX

SPDR INDEX SHS FDS

4.31%

Shares47.9K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

0.65%

Shares56.9K

Event2026-03-31

Filed2026-05-15

VRIG

INVESCO ACTIVELY MANAGED EXC

-10.21%

Shares117.8K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

-8.59%

Shares14.1K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-0.66%

Shares43.0K

Event2026-03-31

Filed2026-05-15

FBIZ

FIRST BUSINESS FINL SVCS INC

0.06%

Shares52.8K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-0.17%

Shares11.7K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES TR

2.82%

Shares54.0K

Event2026-03-31

Filed2026-05-15

BSCW

INVESCO EXCH TRD SLF IDX FD

22.87%

Shares129.8K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-2.51%

Shares13.2K

Event2026-03-31

Filed2026-05-15

TE CONNECTIVITY PLC

-0.54%

Shares12.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.90%

Shares9.8K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-1.16%

Shares4.6K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.29%

Shares6.7K

Event2026-03-31

Filed2026-05-15

DGS

WISDOMTREE TR

2.58%

Shares37.0K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO EXCH TRD SLF IDX FD

-28.04%

Shares112.6K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

2.11%

Shares22.8K

Event2026-03-31

Filed2026-05-15

LVS

LAS VEGAS SANDS CORP

2.17%

Shares38.9K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares10.5K

Event2026-03-31

Filed2026-05-15

SLQD

ISHARES TR

-5.24%

Shares40.7K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

-0.73%

Shares25.2K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

2.70%

Shares23.9K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-0.57%

Shares23.4K

Event2026-03-31

Filed2026-05-15

STZ

CONSTELLATION BRANDS INC

4.52%

Shares11.9K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

0.43%

Shares27.7K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-1.46%

Shares11.4K

Event2026-03-31

Filed2026-05-15

BFH

BREAD FINANCIAL HOLDINGS INC

1.49%

Shares23.2K

Event2026-03-31

Filed2026-05-15

RSPD

INVESCO EXCHANGE TRADED FD T

-0.83%

Shares32.4K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-1.57%

Shares12.9K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

-0.08%

Shares11.9K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

1.72%

Shares16.9K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

1.88%

Shares5.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.36%

Shares5.5K

Event2026-03-31

Filed2026-05-15

VAW

VANGUARD WORLD FD

-1.16%

Shares6.8K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

-13.32%

Shares29.7K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-0.45%

Shares4.7K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

4.54%

Shares3.9K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

6.27%

Shares2.1K

Event2026-03-31

Filed2026-05-15

MCHP

MICROCHIP TECHNOLOGY INC.

1.56%

Shares21.3K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

0.16%

Shares5.0K

Event2026-03-31

Filed2026-05-15

INGR

INGREDION INC

2.50%

Shares11.9K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

5.39%

Shares4.9K

Event2026-03-31

Filed2026-05-15

FCOM

FIDELITY COVINGTON TRUST

2.96%

Shares19.2K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

-2.70%

Shares25.2K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-3.96%

Shares6.2K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-1.46%

Shares1.5K

Event2026-03-31

Filed2026-05-15

ISCF

ISHARES TR

0.86%

Shares29.8K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-0.87%

Shares3.4K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-0.35%

Shares8.8K

Event2026-03-31

Filed2026-05-15

BSCT

INVESCO EXCH TRD SLF IDX FD

12.16%

Shares63.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.88%

Shares4.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

-2.47%

Shares27.6K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-1.44%

Shares7.6K

Event2026-03-31

Filed2026-05-15

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares22.3K

Event2026-03-31

Filed2026-05-15

JLL

JONES LANG LASALLE INC

3.25%

Shares3.7K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-8.63%

Shares15.8K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

13.04%

Shares5.1K

Event2026-03-31

Filed2026-05-15

RMD

RESMED INC

-0.93%

Shares4.7K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

58.87%

Shares28.2K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-0.23%

Shares7.7K

Event2026-03-31

Filed2026-05-15

VDE

VANGUARD WORLD FD

-1.05%

Shares5.6K

Event2026-03-31

Filed2026-05-15

LABCORP HOLDINGS INC

-1.51%

Shares3.6K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD WORLD FD

0.80%

Shares2.6K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

SHM

SPDR SERIES TRUST

0.00%

Shares18.7K

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC

-0.50%

Shares13.1K

Event2026-03-31

Filed2026-05-15

XLB

SELECT SECTOR SPDR TR

-3.65%

Shares17.9K

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE INC

-5.12%

Shares3.7K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-5.21%

Shares2.9K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-2.00%

Shares4.2K

Event2026-03-31

Filed2026-05-15

XBI

SPDR SERIES TRUST

-0.36%

Shares6.4K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

4.73%

Shares4.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-3.93%

Shares1.6K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-9.41%

Shares2.9K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-15

TOWN

TOWNEBANK PORTSMOUTH VA

5.96%

Shares20.3K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

1.93%

Shares4.9K

Event2026-03-31

Filed2026-05-15

GPN

GLOBAL PMTS INC

64.75%

Shares9.8K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-2.37%

Shares2.9K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

-11.32%

Shares12.8K

Event2026-03-31

Filed2026-05-15

ABR

ARBOR REALTY TRUST INC

2.02%

Shares79.0K

Event2026-03-31

Filed2026-05-15

COLB

COLUMBIA BKG SYS INC

-0.48%

Shares21.8K

Event2026-03-31

Filed2026-05-15

RSPG

INVESCO EXCHANGE TRADED FD T

-1.86%

Shares5.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-0.52%

Shares6.3K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-1.46%

Shares3.4K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

FCN

FTI CONSULTING INC

-2.73%

Shares2.7K

Event2026-03-31

Filed2026-05-15