Sponsored

The Analysis of VISTA INVESTMENT PARTNERS LLC's Holdings & P&L

Currently, VISTA INVESTMENT PARTNERS LLC holds 167 types of securities in its portfolio with a total value $377.8M. In the most recent quarter, they have increased their positions in PULS (+155.6K shares, valued at $7.7M), FHI (+87.7K shares, valued at $5.0M), DELL (+28.5K shares, valued at $4.7M); decreased their positions in N/A (-21.9K shares, valued at $6.8M), ORCL (-25.8K shares, valued at $3.8M), HD (-10.0K shares, valued at $3.3M); initiated new positions in PULS (+155.6K shares, valued at $7.7M), FHI (+87.7K shares, valued at $5.0M), DELL (+28.5K shares, valued at $4.7M).

1M P&L

+11.4M+2.45%

3M P&L

+27.5M+6.10%

HY P&L

+78.2M+19.59%

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/A43.6M

12.3%

2Oil & Gas Integrated27.9M

7.9%

3Drug Manufacturers - General14.5M

4.1%

Top Industries by Stock Count

1N/A20 stocks

13.0%

2Drug Manufacturers - General7 stocks

4.5%

3Utilities - Regulated Electric7 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XOM EXXON MOBIL CORP92.3K shares-3.83%2026-03-312026-04-09

AAPL APPLE INC47.4K shares0.17%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T18.5K shares0.17%2026-03-312026-04-09

CVX CHEVRON CORPORATION52.7K shares0.01%2026-03-312026-04-09

ARLP ALLIANCE RESOURCE PARTNERS L363.7K shares0.00%2026-03-312026-04-09

AVDE AMERICAN CENTY ETF TR113.9K shares4.34%2026-03-312026-04-09

KLAC KLA CORP6.3K shares-12.78%2026-03-312026-04-09

PULS PGIM ETF TR155.6K sharesnew addition2026-03-312026-04-09

Sponsored

PH PARKER-HANNIFIN CORP8.4K shares-5.73%2026-03-312026-04-09

ORLY OREILLY AUTOMOTIVE INC71.7K shares2.13%2026-03-312026-04-09

OGE OGE ENERGY CORP133.4K shares0.11%2026-03-312026-04-09

ABBV ABBVIE INC29.1K shares0.07%2026-03-312026-04-09

CENCORA INC CENCORA INC20.0K shares2.07%2026-03-312026-04-09

TNL TRAVEL PLUS LEISURE CO89.7K shares1.82%2026-03-312026-04-09

MA MASTERCARD INCORPORATED12.0K shares2.95%2026-03-312026-04-09

JBL JABIL INC21.2K shares1.97%2026-03-312026-04-09

Sponsored

TJX TJX COS INC NEW32.8K shares2.64%2026-03-312026-04-09

FITB FIFTH THIRD BANCORP109.8K shares2.73%2026-03-312026-04-09

KR KROGER CO70.1K shares3.03%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR8.8K shares0.25%2026-03-312026-04-09

FHI FEDERATED HERMES INC87.7K sharesnew addition2026-03-312026-04-09

BJ BJS WHSL CLUB HLDGS INC50.4K shares3.48%2026-03-312026-04-09

NVDA NVIDIA CORPORATION28.2K shares1.09%2026-03-312026-04-09

SGI SOMNIGROUP INTERNATIONAL INC66.4K shares2.27%2026-03-312026-04-09

Sponsored

THC TENET HEALTHCARE CORP25.7K shares2.31%2026-03-312026-04-09

JCI JOHNSON CONTROLS INTERNATION36.3K shares3.47%2026-03-312026-04-09

DELL DELL TECHNOLOGIES INC28.5K sharesnew addition2026-03-312026-04-09

IVZ INVESCO LTD186.6K sharesnew addition2026-03-312026-04-09

CB CHUBB LTD SWITZ13.5K shares2.88%2026-03-312026-04-09

NDAQ NASDAQ INC51.5K shares3.25%2026-03-312026-04-09

MAR MARRIOTT INTL INC NEW13.1K shares2.92%2026-03-312026-04-09

MCO MOODYS CORP9.8K sharesnew addition2026-03-312026-04-09

Sponsored

CFG CITIZENS FINL GROUP INC71.2K shares3.88%2026-03-312026-04-09

MSFT MICROSOFT CORP11.4K shares0.37%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC84.0K shares0.29%2026-03-312026-04-09

HON HONEYWELL INTL INC18.4K shares3.48%2026-03-312026-04-09

HCA HCA HEALTHCARE INC8.8K shares3.09%2026-03-312026-04-09

DRI DARDEN RESTAURANTS INC20.2K shares4.38%2026-03-312026-04-09

SBH SALLY BEAUTY HLDGS INC284.3K sharesnew addition2026-03-312026-04-09

PNC PNC FINL SVCS GROUP INC18.6K shares3.87%2026-03-312026-04-09

Sponsored

UHS UNIVERSAL HLTH SVCS INC21.1K shares70.47%2026-03-312026-04-09

GWW WW GRAINGER INC3.4K shares4.10%2026-03-312026-04-09

TSLA TESLA INC9.7K shares0.08%2026-03-312026-04-09

LLY ELI LILLY & CO3.6K shares-24.23%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.9K shares2.61%2026-03-312026-04-09

OKE ONEOK INC NEW33.5K shares41.35%2026-03-312026-04-09

CVS CVS HEALTH CORP41.7K sharesnew addition2026-03-312026-04-09

JPM JPMORGAN CHASE & CO9.9K shares-0.13%2026-03-312026-04-09

Sponsored

MCD MCDONALDS CORP9.2K shares0.15%2026-03-312026-04-09

VFLO VICTORY PORTFOLIOS II70.8K shares15.51%2026-03-312026-04-09

PRI PRIMERICA INC10.9K shares3.36%2026-03-312026-04-09

WMB WILLIAMS COS INC36.5K shares-0.09%2026-03-312026-04-09

FTNT FORTINET INC32.0K sharesnew addition2026-03-312026-04-09

ALPHABET INC ALPHABET INC8.7K shares2.80%2026-03-312026-04-09

WMT WALMART INC20.2K shares2.20%2026-03-312026-04-09

AVAV AEROVIRONMENT INC13.5K shares-0.10%2026-03-312026-04-09

Sponsored

AVUV AMERICAN CENTY ETF TR21.9K shares-49.68%2026-03-312026-04-09

JHSC JOHN HANCOCK EXCHANGE TRADED54.9K shares-46.46%2026-03-312026-04-09

ADP AUTOMATIC DATA PROCESSING IN10.6K shares-58.57%2026-03-312026-04-09

PG PROCTER & GAMBLE CO14.8K shares53.59%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON8.7K shares0.33%2026-03-312026-04-09

KO COCA COLA CO26.2K shares0.07%2026-03-312026-04-09

RTX RTX CORPORATION9.9K shares-0.44%2026-03-312026-04-09

PFE PFIZER INC65.4K shares-4.16%2026-03-312026-04-09

Sponsored

T AT&T INC54.5K shares-34.82%2026-03-312026-04-09

MO ALTRIA GROUP INC23.8K shares-1.21%2026-03-312026-04-09

TXNM TXNM ENERGY INC26.4K shares-5.72%2026-03-312026-04-09

ABT ABBOTT LABORATORIES14.9K shares0.14%2026-03-312026-04-09

BYD BOYD GAMING CORP18.3K shares2.81%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares2.55%2026-03-312026-04-09

AMZN AMAZON COM INC7.0K shares17.45%2026-03-312026-04-09

APD AIR PRODUCTS AND CHEMICALS I5.0K shares0.20%2026-03-312026-04-09

Sponsored

META META PLATFORMS INC2.4K shares-16.63%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC9.5K shares0.06%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE4.8K shares0.06%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC8.2K shares-36.11%2026-03-312026-04-09

MEDTRONIC PLC MEDTRONIC PLC15.5K shares-0.56%2026-03-312026-04-09

AVLV AMERICAN CENTY ETF TR16.1K shares-1.43%2026-03-312026-04-09

NEE NEXTERA ENERGY INC13.9K shares0.04%2026-03-312026-04-09

COWG PACER FDS TR38.1K shares14.06%2026-03-312026-04-09

Sponsored

EPD ENTERPRISE PRODS PARTNERS L30.5K shares-27.88%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS4.6K shares-33.34%2026-03-312026-04-09

V VISA INC3.7K shares-31.78%2026-03-312026-04-09

PEP PEPSICO INC6.8K shares0.06%2026-03-312026-04-09

DVN DEVON ENERGY CORP NEW20.1K shares-28.46%2026-03-312026-04-09

ALPHABET INC ALPHABET INC3.5K shares0.40%2026-03-312026-04-09

DE DEERE & CO1.6K shares-30.93%2026-03-312026-04-09

CAT CATERPILLAR INC1.3K shares0.08%2026-03-312026-04-09

Sponsored

BTU PEABODY ENGR CORP26.2K shares0.00%2026-03-312026-04-09

OTTR OTTER TAIL CORP9.8K shares0.00%2026-03-312026-04-09

NRG NRG ENERGY INC5.8K shares-1.94%2026-03-312026-04-09

ROKU ROKU INC8.9K shares-3.21%2026-03-312026-04-09

LHX L3HARRIS TECHNOLOGIES INC2.4K shares0.00%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION819 shares0.12%2026-03-312026-04-09

HII HUNTINGTON INGALLS INDS INC2.1K shares0.00%2026-03-312026-04-09

MMM 3M CO5.3K shares-3.40%2026-03-312026-04-09

Sponsored

GLW CORNING INC5.6K shares-41.15%2026-03-312026-04-09

DIS DISNEY WALT CO7.5K shares0.00%2026-03-312026-04-09

D DOMINION ENERGY INC11.6K shares0.05%2026-03-312026-04-09

LOW LOWES COS INC2.9K shares0.10%2026-03-312026-04-09

COWZ PACER FDS TR10.9K shares5.48%2026-03-312026-04-09

CTVA CORTEVA INC8.0K shares0.06%2026-03-312026-04-09

ORCL ORACLE CORP4.5K shares-85.12%2026-03-312026-04-09

RFG INVESCO EXCHANGE TRADED FD T11.7K shares1.62%2026-03-312026-04-09

Sponsored

MMC MARSH & MCLENNAN COS INC3.6K shares0.00%2026-03-312026-04-09

KALU KAISER ALUMINIUM CORPORATION5.1K shares0.00%2026-03-312026-04-09

WAB WABTEC2.4K shares0.00%2026-03-312026-04-09

HD HOME DEPOT INC1.8K shares-84.66%2026-03-312026-04-09

F FORD MTR CO51.5K shares-32.67%2026-03-312026-04-09

ES EVERSOURCE ENERGY8.5K shares0.00%2026-03-312026-04-09

PSX PHILLIPS 663.2K shares0.03%2026-03-312026-04-09

DOCU DOCUSIGN INC12.2K sharesnew addition2026-03-312026-04-09

Sponsored

BDX BECTON DICKINSON & CO3.4K shares0.30%2026-03-312026-04-09

ADI ANALOG DEVICES INC1.7K shares0.06%2026-03-312026-04-09

IDEF BLACKROCK ETF TRUST15.9K sharesnew addition2026-03-312026-04-09

TRGP TARGA RES CORP2.0K shares0.00%2026-03-312026-04-09

SHEL SHELL PLC5.4K shares4.72%2026-03-312026-04-09

SHW SHERWIN WILLIAMS CO1.6K shares1.04%2026-03-312026-04-09

COP CONOCOPHILLIPS3.6K shares0.11%2026-03-312026-04-09

PAAS PAN AMERN SILVER CORP8.7K sharesnew addition2026-03-312026-04-09

Sponsored

UNP UNION PAC CORP1.9K shares0.47%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC3.9K shares-6.21%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND983 shares0.00%2026-03-312026-04-09

GAP GAP INC18.5K sharesnew addition2026-03-312026-04-09

EVRG EVERGY INC5.4K shares0.00%2026-03-312026-04-09

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY5.2K shares0.50%2026-03-312026-04-09

NFG NATIONAL FUEL GAS CO4.3K shares0.00%2026-03-312026-04-09

KTOS KRATOS DEFENSE & SEC SOLUTIO5.8K shares0.00%2026-03-312026-04-09

Sponsored

CARY ANGEL OAK FUNDS TRUST19.3K shares94.34%2026-03-312026-04-09

BP BP PLC7.9K shares10.36%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC3.7K shares0.00%2026-03-312026-04-09

MPC MARATHON PETE CORP1.5K shares0.00%2026-03-312026-04-09

BMY BRISTOL-MYERS SQUIBB CO5.8K shares0.24%2026-03-312026-04-09

PRU PRUDENTIAL FINL INC3.6K shares0.08%2026-03-312026-04-09

ET ENERGY TRANSFER L P18.1K shares0.00%2026-03-312026-04-09

LNC LINCOLN NATL CORP IND9.1K shares0.00%2026-03-312026-04-09

Sponsored

NUE NUCOR CORP1.8K shares0.05%2026-03-312026-04-09

TXN TEXAS INSTRS INC1.6K shares6.85%2026-03-312026-04-09

GILD GILEAD SCIENCES INC2.2K shares-3.12%2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC314 shares0.00%2026-03-312026-04-09

QCOM QUALCOMM INC2.3K shares0.13%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS1.4K shares5.70%2026-03-312026-04-09

NFLX NETFLIX INC.3.0K shares-8.59%2026-03-312026-04-09

VLO VALERO ENERGY CORP1.2K sharesnew addition2026-03-312026-04-09

Sponsored

CSCO CISCO SYS INC3.7K shares-0.84%2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF7.3K shares27.30%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO909 shares-6.29%2026-03-312026-04-09

BROADCOM INC BROADCOM INC868 shares-96.19%2026-03-312026-04-09

AWR AMER STATES WTR CO3.5K shares0.00%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC309 shares-0.96%2026-03-312026-04-09

SO SOUTHERN CO2.7K shares0.15%2026-03-312026-04-09

HSY HERSHEY CO1.2K shares0.25%2026-03-312026-04-09

Sponsored

AMGN AMGEN INC664 shares0.30%2026-03-312026-04-09

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-04-09

KMI KINDER MORGAN INC DEL6.6K sharesnew addition2026-03-312026-04-09

CPSM CALAMOS ETF TR7.5K shares0.00%2026-03-312026-04-09

GEV GE VERNOVA INC245 sharesnew addition2026-03-312026-04-09

RIO RIO TINTO PLC2.3K sharesnew addition2026-03-312026-04-09

OUNZ VANECK MERK GOLD ETF4.7K sharesnew addition2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC746 shares0.27%2026-03-312026-04-09

Sponsored

MPLX MPLX LP3.5K sharesnew addition2026-03-312026-04-09

ADT ADT INC DEL30.6K shares0.00%2026-03-312026-04-09

DMB BNY MELLON MUN BD INFRASTRUC17.5K shares0.00%2026-03-312026-04-09

GT GOODYEAR TIRE & RUBR CO23.0K shares4.55%2026-03-312026-04-09

GGN GAMCO GLOBAL GOLD NAT RES &24.1K shares-2.14%2026-03-312026-04-09

RBBN RIBBON COMMUNICATIONS INC20.4K shares0.00%2026-03-312026-04-09

IWN ISHARES TR120 shares0.00%2026-03-312026-04-09

XOM

EXXON MOBIL CORP

-3.83%

Shares92.3K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

0.17%

Shares47.4K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

0.17%

Shares18.5K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

0.01%

Shares52.7K

Event2026-03-31

Filed2026-04-09

ARLP

ALLIANCE RESOURCE PARTNERS L

0.00%

Shares363.7K

Event2026-03-31

Filed2026-04-09

AVDE

AMERICAN CENTY ETF TR

4.34%

Shares113.9K

Event2026-03-31

Filed2026-04-09

KLAC

KLA CORP

-12.78%

Shares6.3K

Event2026-03-31

Filed2026-04-09

PULS

PGIM ETF TR

New

Shares155.6K

Event2026-03-31

Filed2026-04-09

PARKER-HANNIFIN CORP

-5.73%

Shares8.4K

Event2026-03-31

Filed2026-04-09

ORLY

OREILLY AUTOMOTIVE INC

2.13%

Shares71.7K

Event2026-03-31

Filed2026-04-09

OGE

OGE ENERGY CORP

0.11%

Shares133.4K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

0.07%

Shares29.1K

Event2026-03-31

Filed2026-04-09

CENCORA INC

2.07%

Shares20.0K

Event2026-03-31

Filed2026-04-09

TNL

TRAVEL PLUS LEISURE CO

1.82%

Shares89.7K

Event2026-03-31

Filed2026-04-09

MASTERCARD INCORPORATED

2.95%

Shares12.0K

Event2026-03-31

Filed2026-04-09

JBL

JABIL INC

1.97%

Shares21.2K

Event2026-03-31

Filed2026-04-09

TJX

TJX COS INC NEW

2.64%

Shares32.8K

Event2026-03-31

Filed2026-04-09

FITB

FIFTH THIRD BANCORP

2.73%

Shares109.8K

Event2026-03-31

Filed2026-04-09

KROGER CO

3.03%

Shares70.1K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

0.25%

Shares8.8K

Event2026-03-31

Filed2026-04-09

FHI

FEDERATED HERMES INC

New

Shares87.7K

Event2026-03-31

Filed2026-04-09

BJS WHSL CLUB HLDGS INC

3.48%

Shares50.4K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

1.09%

Shares28.2K

Event2026-03-31

Filed2026-04-09

SGI

SOMNIGROUP INTERNATIONAL INC

2.27%

Shares66.4K

Event2026-03-31

Filed2026-04-09

THC

TENET HEALTHCARE CORP

2.31%

Shares25.7K

Event2026-03-31

Filed2026-04-09

JCI

JOHNSON CONTROLS INTERNATION

3.47%

Shares36.3K

Event2026-03-31

Filed2026-04-09

DELL

DELL TECHNOLOGIES INC

New

Shares28.5K

Event2026-03-31

Filed2026-04-09

IVZ

INVESCO LTD

New

Shares186.6K

Event2026-03-31

Filed2026-04-09

CHUBB LTD SWITZ

2.88%

Shares13.5K

Event2026-03-31

Filed2026-04-09

NDAQ

NASDAQ INC

3.25%

Shares51.5K

Event2026-03-31

Filed2026-04-09

MAR

MARRIOTT INTL INC NEW

2.92%

Shares13.1K

Event2026-03-31

Filed2026-04-09

MCO

MOODYS CORP

New

Shares9.8K

Event2026-03-31

Filed2026-04-09

CFG

CITIZENS FINL GROUP INC

3.88%

Shares71.2K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

0.37%

Shares11.4K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

0.29%

Shares84.0K

Event2026-03-31

Filed2026-04-09

HON

HONEYWELL INTL INC

3.48%

Shares18.4K

Event2026-03-31

Filed2026-04-09

HCA

HCA HEALTHCARE INC

3.09%

Shares8.8K

Event2026-03-31

Filed2026-04-09

DRI

DARDEN RESTAURANTS INC

4.38%

Shares20.2K

Event2026-03-31

Filed2026-04-09

SBH

SALLY BEAUTY HLDGS INC

New

Shares284.3K

Event2026-03-31

Filed2026-04-09

PNC

PNC FINL SVCS GROUP INC

3.87%

Shares18.6K

Event2026-03-31

Filed2026-04-09

UHS

UNIVERSAL HLTH SVCS INC

70.47%

Shares21.1K

Event2026-03-31

Filed2026-04-09

GWW

WW GRAINGER INC

4.10%

Shares3.4K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

0.08%

Shares9.7K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

-24.23%

Shares3.6K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

2.61%

Shares6.9K

Event2026-03-31

Filed2026-04-09

OKE

ONEOK INC NEW

41.35%

Shares33.5K

Event2026-03-31

Filed2026-04-09

CVS

CVS HEALTH CORP

New

Shares41.7K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-0.13%

Shares9.9K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

0.15%

Shares9.2K

Event2026-03-31

Filed2026-04-09

VFLO

VICTORY PORTFOLIOS II

15.51%

Shares70.8K

Event2026-03-31

Filed2026-04-09

PRI

PRIMERICA INC

3.36%

Shares10.9K

Event2026-03-31

Filed2026-04-09

WMB

WILLIAMS COS INC

-0.09%

Shares36.5K

Event2026-03-31

Filed2026-04-09

FTNT

FORTINET INC

New

Shares32.0K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

2.80%

Shares8.7K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

2.20%

Shares20.2K

Event2026-03-31

Filed2026-04-09

AVAV

AEROVIRONMENT INC

-0.10%

Shares13.5K

Event2026-03-31

Filed2026-04-09

AVUV

AMERICAN CENTY ETF TR

-49.68%

Shares21.9K

Event2026-03-31

Filed2026-04-09

JHSC

JOHN HANCOCK EXCHANGE TRADED

-46.46%

Shares54.9K

Event2026-03-31

Filed2026-04-09

ADP

AUTOMATIC DATA PROCESSING IN

-58.57%

Shares10.6K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

53.59%

Shares14.8K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

0.33%

Shares8.7K

Event2026-03-31

Filed2026-04-09

COCA COLA CO

0.07%

Shares26.2K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

-0.44%

Shares9.9K

Event2026-03-31

Filed2026-04-09

PFE

PFIZER INC

-4.16%

Shares65.4K

Event2026-03-31

Filed2026-04-09

AT&T INC

-34.82%

Shares54.5K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

-1.21%

Shares23.8K

Event2026-03-31

Filed2026-04-09

TXNM

TXNM ENERGY INC

-5.72%

Shares26.4K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTT LABORATORIES

0.14%

Shares14.9K

Event2026-03-31

Filed2026-04-09

BYD

BOYD GAMING CORP

2.81%

Shares18.3K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

2.55%

Shares2.5K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

17.45%

Shares7.0K

Event2026-03-31

Filed2026-04-09

APD

AIR PRODUCTS AND CHEMICALS I

0.20%

Shares5.0K

Event2026-03-31

Filed2026-04-09

META

META PLATFORMS INC

-16.63%

Shares2.4K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

0.06%

Shares9.5K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

0.06%

Shares4.8K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

-36.11%

Shares8.2K

Event2026-03-31

Filed2026-04-09

MEDTRONIC PLC

-0.56%

Shares15.5K

Event2026-03-31

Filed2026-04-09

AVLV

AMERICAN CENTY ETF TR

-1.43%

Shares16.1K

Event2026-03-31

Filed2026-04-09

NEE

NEXTERA ENERGY INC

0.04%

Shares13.9K

Event2026-03-31

Filed2026-04-09

COWG

PACER FDS TR

14.06%

Shares38.1K

Event2026-03-31

Filed2026-04-09

EPD

ENTERPRISE PRODS PARTNERS L

-27.88%

Shares30.5K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

-33.34%

Shares4.6K

Event2026-03-31

Filed2026-04-09

VISA INC

-31.78%

Shares3.7K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

0.06%

Shares6.8K

Event2026-03-31

Filed2026-04-09

DVN

DEVON ENERGY CORP NEW

-28.46%

Shares20.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.40%

Shares3.5K

Event2026-03-31

Filed2026-04-09

DEERE & CO

-30.93%

Shares1.6K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-09

BTU

PEABODY ENGR CORP

0.00%

Shares26.2K

Event2026-03-31

Filed2026-04-09

OTTR

OTTER TAIL CORP

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-09

NRG

NRG ENERGY INC

-1.94%

Shares5.8K

Event2026-03-31

Filed2026-04-09

ROKU

ROKU INC

-3.21%

Shares8.9K

Event2026-03-31

Filed2026-04-09

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

0.12%

Shares819

Event2026-03-31

Filed2026-04-09

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-09

MMM

3M CO

-3.40%

Shares5.3K

Event2026-03-31

Filed2026-04-09

GLW

CORNING INC

-41.15%

Shares5.6K

Event2026-03-31

Filed2026-04-09

DIS

DISNEY WALT CO

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-09

DOMINION ENERGY INC

0.05%

Shares11.6K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC

0.10%

Shares2.9K

Event2026-03-31

Filed2026-04-09

COWZ

PACER FDS TR

5.48%

Shares10.9K

Event2026-03-31

Filed2026-04-09

CTVA

CORTEVA INC

0.06%

Shares8.0K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

-85.12%

Shares4.5K

Event2026-03-31

Filed2026-04-09

RFG

INVESCO EXCHANGE TRADED FD T

1.62%

Shares11.7K

Event2026-03-31

Filed2026-04-09

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

KALU

KAISER ALUMINIUM CORPORATION

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-09

WAB

WABTEC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

-84.66%

Shares1.8K

Event2026-03-31

Filed2026-04-09

FORD MTR CO

-32.67%

Shares51.5K

Event2026-03-31

Filed2026-04-09

EVERSOURCE ENERGY

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-09

PSX

PHILLIPS 66

0.03%

Shares3.2K

Event2026-03-31

Filed2026-04-09

DOCU

DOCUSIGN INC

New

Shares12.2K

Event2026-03-31

Filed2026-04-09

BDX

BECTON DICKINSON & CO

0.30%

Shares3.4K

Event2026-03-31

Filed2026-04-09

ADI

ANALOG DEVICES INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-09

IDEF

BLACKROCK ETF TRUST

New

Shares15.9K

Event2026-03-31

Filed2026-04-09

TRGP

TARGA RES CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-09

SHEL

SHELL PLC

4.72%

Shares5.4K

Event2026-03-31

Filed2026-04-09

SHW

SHERWIN WILLIAMS CO

1.04%

Shares1.6K

Event2026-03-31

Filed2026-04-09

COP

CONOCOPHILLIPS

0.11%

Shares3.6K

Event2026-03-31

Filed2026-04-09

PAAS

PAN AMERN SILVER CORP

New

Shares8.7K

Event2026-03-31

Filed2026-04-09

UNP

UNION PAC CORP

0.47%

Shares1.9K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-6.21%

Shares3.9K

Event2026-03-31

Filed2026-04-09

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares983

Event2026-03-31

Filed2026-04-09

GAP

GAP INC

New

Shares18.5K

Event2026-03-31

Filed2026-04-09

EVRG

EVERGY INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-09

CANADIAN PACIFIC KANSAS CITY

0.50%

Shares5.2K

Event2026-03-31

Filed2026-04-09

NFG

NATIONAL FUEL GAS CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-09

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-09

CARY

ANGEL OAK FUNDS TRUST

94.34%

Shares19.3K

Event2026-03-31

Filed2026-04-09

BP PLC

10.36%

Shares7.9K

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SVCS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-09

MPC

MARATHON PETE CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

BMY

BRISTOL-MYERS SQUIBB CO

0.24%

Shares5.8K

Event2026-03-31

Filed2026-04-09

PRU

PRUDENTIAL FINL INC

0.08%

Shares3.6K

Event2026-03-31

Filed2026-04-09

ENERGY TRANSFER L P

0.00%

Shares18.1K

Event2026-03-31

Filed2026-04-09

LNC

LINCOLN NATL CORP IND

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-09

NUE

NUCOR CORP

0.05%

Shares1.8K

Event2026-03-31

Filed2026-04-09

TXN

TEXAS INSTRS INC

6.85%

Shares1.6K

Event2026-03-31

Filed2026-04-09

GILD

GILEAD SCIENCES INC

-3.12%

Shares2.2K

Event2026-03-31

Filed2026-04-09

BLACKROCK INC

0.00%

Shares314

Event2026-03-31

Filed2026-04-09

QCOM

QUALCOMM INC

0.13%

Shares2.3K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

5.70%

Shares1.4K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

-8.59%

Shares3.0K

Event2026-03-31

Filed2026-04-09

VLO

VALERO ENERGY CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

-0.84%

Shares3.7K

Event2026-03-31

Filed2026-04-09

IBIT

ISHARES BITCOIN TRUST ETF

27.30%

Shares7.3K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

-6.29%

Shares909

Event2026-03-31

Filed2026-04-09

BROADCOM INC

-96.19%

Shares868

Event2026-03-31

Filed2026-04-09

AWR

AMER STATES WTR CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

-0.96%

Shares309

Event2026-03-31

Filed2026-04-09

SOUTHERN CO

0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-09

HSY

HERSHEY CO

0.25%

Shares1.2K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

0.30%

Shares664

Event2026-03-31

Filed2026-04-09

ASTRAZENECA PLC

New

Shares1.2K

Event2026-03-31

Filed2026-04-09

KMI

KINDER MORGAN INC DEL

New

Shares6.6K

Event2026-03-31

Filed2026-04-09

CPSM

CALAMOS ETF TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

New

Shares245

Event2026-03-31

Filed2026-04-09

RIO

RIO TINTO PLC

New

Shares2.3K

Event2026-03-31

Filed2026-04-09

OUNZ

VANECK MERK GOLD ETF

New

Shares4.7K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

0.27%

Shares746

Event2026-03-31

Filed2026-04-09

MPLX

MPLX LP

New

Shares3.5K

Event2026-03-31

Filed2026-04-09

ADT

ADT INC DEL

0.00%

Shares30.6K

Event2026-03-31

Filed2026-04-09

DMB

BNY MELLON MUN BD INFRASTRUC

0.00%

Shares17.5K

Event2026-03-31

Filed2026-04-09

GOODYEAR TIRE & RUBR CO

4.55%

Shares23.0K

Event2026-03-31

Filed2026-04-09

GGN

GAMCO GLOBAL GOLD NAT RES &

-2.14%

Shares24.1K

Event2026-03-31

Filed2026-04-09

RBBN

RIBBON COMMUNICATIONS INC

0.00%

Shares20.4K

Event2026-03-31

Filed2026-04-09

IWN

ISHARES TR

0.00%

Shares120

Event2026-03-31

Filed2026-04-09

Call Option Holdings

LLY Call CallELI LILLY & CO100 shares0.00%2026-03-312026-04-09

LLY Call

ELI LILLY & CO

0.00%

Shares100

Event2026-03-31

Filed2026-04-09

Put Option Holdings

IWN Put PutISHARES TR1.1K sharesnew addition2026-03-312026-04-09

IWN Put

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-04-09