Sponsored
The Analysis of Washington Trust Advisors, Inc.'s Holdings & P&L
Currently, Washington Trust Advisors, Inc. holds 684 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in SPGI (+21.5K shares, valued at $9.1M), WAT (+13.0K shares, valued at $3.9M), TEM (+59.8K shares, valued at $2.7M); decreased their positions in PWR (-11.9K shares, valued at $6.5M), SPY (-7.0K shares, valued at $4.5M), PYPL (-57.7K shares, valued at $2.6M); initiated new positions in WAT (+13.0K shares, valued at $3.9M), TEM (+59.8K shares, valued at $2.7M), DVY (+795 shares, valued at $120.4K).
1M P&L
+38.8M+3.47%
3M P&L
-711.3K-0.06%
HY P&L
+18.7M+1.64%
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/A147.9M
14.1%
2Engineering & Construction106.8M
10.2%
3Consumer Electronics71.3M
6.8%
Top Industries by Stock Count
1N/A154 stocks
24.7%
2Software - Application21 stocks
3.4%
3Utilities - Regulated Electric16 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF289 shares0.00%2026-03-312026-04-06
Sponsored
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PWR
-7.02%Quanta Services
Shares158.0K
Event2026-03-31
Filed2026-04-06
AAPL
-2.41%Apple
Shares280.8K
Event2026-03-31
Filed2026-04-06
Alphabet Cl C
-2.66%Alphabet Cl C
Shares207.9K
Event2026-03-31
Filed2026-04-06
Alphabet Cl A
-2.47%Alphabet Cl A
Shares156.2K
Event2026-03-31
Filed2026-04-06
AMZN
-1.64%Amazon
Shares207.6K
Event2026-03-31
Filed2026-04-06
V
-2.07%Visa
Shares135.9K
Event2026-03-31
Filed2026-04-06
META
-2.43%Meta Platforms
Shares71.7K
Event2026-03-31
Filed2026-04-06
PANW
0.18%Palo Alto Networks
Shares243.5K
Event2026-03-31
Filed2026-04-06
DE
-3.86%Deere & Co
Shares63.6K
Event2026-03-31
Filed2026-04-06
Berkshire Hathaway B
-4.94%Berkshire Hathaway B
Shares71.0K
Event2026-03-31
Filed2026-04-06
BKNG
-1.35%Booking Holdings
Shares7.5K
Event2026-03-31
Filed2026-04-06
NVDA
-0.32%NVIDIA
Shares178.4K
Event2026-03-31
Filed2026-04-06
RMD
-2.24%ResMed
Shares119.8K
Event2026-03-31
Filed2026-04-06
REGN
-2.34%Regeneron Pharmaceuticals
Shares28.7K
Event2026-03-31
Filed2026-04-06
IQV
-2.28%IQVIA Holdings
Shares128.8K
Event2026-03-31
Filed2026-04-06
FNDX
-1.83%Schwab Fundamental U.S. Large Company ETF
Shares739.6K
Event2026-03-31
Filed2026-04-06
UBER
-2.46%Uber Technologies
Shares286.2K
Event2026-03-31
Filed2026-04-06
J
-2.38%Jacobs Solutions
Shares157.4K
Event2026-03-31
Filed2026-04-06
MSFT
9.93%Microsoft
Shares51.4K
Event2026-03-31
Filed2026-04-06
PEP
-2.52%PepsiCo
Shares118.4K
Event2026-03-31
Filed2026-04-06
Vanguard S&P 500 Index Fd ETF
5.09%Vanguard S&P 500 Index Fd ETF
Shares27.8K
Event2026-03-31
Filed2026-04-06
Brookfield Renewable Corp
-3.23%Brookfield Renewable Corp
Shares392.8K
Event2026-03-31
Filed2026-04-06
SBUX
-3.20%Starbucks
Shares171.8K
Event2026-03-31
Filed2026-04-06
BDX
-0.02%Becton Dickinson
Shares96.0K
Event2026-03-31
Filed2026-04-06
XOM
-0.23%Exxon Mobil
Shares80.2K
Event2026-03-31
Filed2026-04-06
DIS
-3.35%Walt Disney Company
Shares134.1K
Event2026-03-31
Filed2026-04-06
JNJ
-0.04%Johnson & Johnson
Shares45.9K
Event2026-03-31
Filed2026-04-06
APD
-14.76%Air Products
Shares37.9K
Event2026-03-31
Filed2026-04-06
EW
-3.04%Edwards Lifesciences
Shares133.8K
Event2026-03-31
Filed2026-04-06
ECL
-3.69%Ecolab
Shares39.9K
Event2026-03-31
Filed2026-04-06
SPHR
-12.54%Sphere Entertainment
Shares90.4K
Event2026-03-31
Filed2026-04-06
WMT
-0.29%WalMart
Shares83.2K
Event2026-03-31
Filed2026-04-06
SPGI
2142.12%S&P Global
Shares22.5K
Event2026-03-31
Filed2026-04-06
ZBRA
-3.20%Zebra Tech
Shares45.2K
Event2026-03-31
Filed2026-04-06
FNDF
-0.53%Schwab Fundamental International Equity ETF
Shares191.3K
Event2026-03-31
Filed2026-04-06
SNOW
3.66%Snowflake
Shares60.0K
Event2026-03-31
Filed2026-04-06
VUG
-2.44%Vanguard Growth ETF
Shares20.7K
Event2026-03-31
Filed2026-04-06
AMT
-1.17%American Tower
Shares51.4K
Event2026-03-31
Filed2026-04-06
JPM
-2.28%JP Morgan Chase
Shares30.0K
Event2026-03-31
Filed2026-04-06
VTEB
-2.46%Vanguard Tax-Exempt Bond ETF
Shares174.1K
Event2026-03-31
Filed2026-04-06
XYL
6.51%Xylem
Shares69.1K
Event2026-03-31
Filed2026-04-06
VEEV
-0.26%Veeva Systems
Shares46.4K
Event2026-03-31
Filed2026-04-06
ISRG
-2.65%Intuitive Surgical
Shares17.0K
Event2026-03-31
Filed2026-04-06
CHWY
-2.84%Chewy
Shares276.8K
Event2026-03-31
Filed2026-04-06
VTV
-0.31%Vanguard Value Index
Shares33.9K
Event2026-03-31
Filed2026-04-06
KMI
-1.61%Kinder Morgan
Shares195.8K
Event2026-03-31
Filed2026-04-06
NKE
-3.97%Nike
Shares118.5K
Event2026-03-31
Filed2026-04-06
PEN
-7.07%Penumbra
Shares18.7K
Event2026-03-31
Filed2026-04-06
ASML
-3.53%ASML Holding NV
Shares4.6K
Event2026-03-31
Filed2026-04-06
INVH
-6.66%Invitation Homes
Shares236.6K
Event2026-03-31
Filed2026-04-06
IBM
-4.87%IBM
Shares20.8K
Event2026-03-31
Filed2026-04-06
HYG
0.39%iShares IBOXX High Yield Bond Index
Shares62.9K
Event2026-03-31
Filed2026-04-06
VTI
4.30%Vanguard Total Stock VIPERS
Shares15.1K
Event2026-03-31
Filed2026-04-06
SPY
-50.46%SPDR Tr (S&P 500)
Shares6.9K
Event2026-03-31
Filed2026-04-06
CSCO
0.20%Cisco Systems
Shares52.2K
Event2026-03-31
Filed2026-04-06
VEA
-0.33%Vanguard FTSE Dev Markets
Shares61.4K
Event2026-03-31
Filed2026-04-06
DFNM
2.10%Dimensional National Municipal Bond ETF
Shares82.1K
Event2026-03-31
Filed2026-04-06
WAT
NewWaters Corp
Shares13.0K
Event2026-03-31
Filed2026-04-06
KO
1.89%Coca Cola
Shares50.7K
Event2026-03-31
Filed2026-04-06
BRK.A
0.00%Berkshire Hathaway A
Shares5
Event2026-03-31
Filed2026-04-06
BND
0.79%Vanguard Total Bond Market ETF
Shares48.5K
Event2026-03-31
Filed2026-04-06
ABBV
0.10%AbbVie
Shares16.4K
Event2026-03-31
Filed2026-04-06
Eaton
16.98%Eaton
Shares9.7K
Event2026-03-31
Filed2026-04-06
VB
7.29%Vanguard Small-Cap ETF
Shares11.4K
Event2026-03-31
Filed2026-04-06
DFAU
4.47%DFA US Core Equity ETF
Shares65.0K
Event2026-03-31
Filed2026-04-06
VOE
-0.05%Vanguard Mid-Cap Value ETF
Shares15.7K
Event2026-03-31
Filed2026-04-06
ABT
0.81%Abbott Labs
Shares27.3K
Event2026-03-31
Filed2026-04-06
SCHP
-4.59%Schwab US TIPS ETF
Shares101.7K
Event2026-03-31
Filed2026-04-06
TEM
NewTempus AI
Shares59.8K
Event2026-03-31
Filed2026-04-06
ADP
-1.24%Automatic Data
Shares12.7K
Event2026-03-31
Filed2026-04-06
DFUS
-0.65%DFA Tax Managed US Equity
Shares35.9K
Event2026-03-31
Filed2026-04-06
PG
-0.83%Proctor & Gamble
Shares17.5K
Event2026-03-31
Filed2026-04-06
DFAE
1.75%DFA Emerging Core Equity Market ETF
Shares70.7K
Event2026-03-31
Filed2026-04-06
DUHP
-2.17%Dimensional US High Profitability ETF
Shares61.2K
Event2026-03-31
Filed2026-04-06
HD
-5.07%Home Depot
Shares6.6K
Event2026-03-31
Filed2026-04-06
UPS
-0.58%United Parcel Service
Shares21.3K
Event2026-03-31
Filed2026-04-06
GEV
-0.67%GE Vernova
Shares2.4K
Event2026-03-31
Filed2026-04-06
DFAI
16.58%DFA International Core Equity Market ETF
Shares53.0K
Event2026-03-31
Filed2026-04-06
GE Aerospace
-2.82%GE Aerospace
Shares7.3K
Event2026-03-31
Filed2026-04-06
EVR
-1.81%Evercore Partners
Shares6.8K
Event2026-03-31
Filed2026-04-06
ALGN
-12.95%Align Technology
Shares11.2K
Event2026-03-31
Filed2026-04-06
CAT
-0.56%Caterpillar
Shares2.6K
Event2026-03-31
Filed2026-04-06
RTX
-2.28%Raytheon Technologies
Shares9.6K
Event2026-03-31
Filed2026-04-06
OUNZ
0.00%VanEck Merk Gold ETF
Shares41.1K
Event2026-03-31
Filed2026-04-06
DFIV
-8.60%Dimensional International Value ETF
Shares34.3K
Event2026-03-31
Filed2026-04-06
GMED
-4.96%Globus Medical
Shares20.8K
Event2026-03-31
Filed2026-04-06
VOT
0.41%Vanguard Mid-Cap Growth ETF
Shares6.9K
Event2026-03-31
Filed2026-04-06
AXP
-1.78%American Express
Shares5.8K
Event2026-03-31
Filed2026-04-06
FDX
0.20%FedEx
Shares4.9K
Event2026-03-31
Filed2026-04-06
VCSH
0.27%Vanguard Short Term Corp Bond Index
Shares20.5K
Event2026-03-31
Filed2026-04-06
LOW
0.54%Lowe's
Shares6.7K
Event2026-03-31
Filed2026-04-06
Arrowhead Pharmaceuticals
4537.43%Arrowhead Pharmaceuticals
Shares25.3K
Event2026-03-31
Filed2026-04-06
DFCF
1.31%DFA Core Fixed Income ETF
Shares37.5K
Event2026-03-31
Filed2026-04-06
ARE
-37.83%Alexandria Real Estate Equities
Shares32.4K
Event2026-03-31
Filed2026-04-06
PYPL
-63.68%PayPal
Shares32.9K
Event2026-03-31
Filed2026-04-06
DIHP
-3.63%Dimensional International High Profitability ETF
Shares45.6K
Event2026-03-31
Filed2026-04-06
SCHD
2.98%Schwab US Dividend Equity ETF
Shares46.1K
Event2026-03-31
Filed2026-04-06
TMO
0.46%Thermo Fisher Scientific
Shares2.9K
Event2026-03-31
Filed2026-04-06
MCD
2.36%McDonald's
Shares4.3K
Event2026-03-31
Filed2026-04-06
BN
-1.56%Brookfield Corp
Shares31.6K
Event2026-03-31
Filed2026-04-06
BlackRock
-0.38%BlackRock
Shares1.3K
Event2026-03-31
Filed2026-04-06
PFE
0.07%Pfizer
Shares45.3K
Event2026-03-31
Filed2026-04-06
DFAS
-0.42%Dimensional U.S. Small Cap ETF
Shares16.9K
Event2026-03-31
Filed2026-04-06
IJH
-1.02%iShares Core S&P Mid Cap
Shares17.5K
Event2026-03-31
Filed2026-04-06
DFAC
55.10%DFA Tax Advantaged US Core Equity 2
Shares30.3K
Event2026-03-31
Filed2026-04-06
DFSD
20.02%Dimensional Short-Duration Fixed Income ETF
Shares24.4K
Event2026-03-31
Filed2026-04-06
VBK
0.00%Vanguard Small-Cap Growth ETF
Shares3.7K
Event2026-03-31
Filed2026-04-06
UNP
0.87%Union Pacific
Shares4.6K
Event2026-03-31
Filed2026-04-06
MCO
0.12%Moody's
Shares2.6K
Event2026-03-31
Filed2026-04-06
Merck
0.15%Merck
Shares8.9K
Event2026-03-31
Filed2026-04-06
CSW
-4.88%CSW Industrials
Shares3.9K
Event2026-03-31
Filed2026-04-06
IEFA
-1.94%iShares Core MSCI EAFE
Shares11.0K
Event2026-03-31
Filed2026-04-06
EMR
-3.22%Emerson Electric
Shares7.5K
Event2026-03-31
Filed2026-04-06
LLY
1.62%Lilly
Shares1.1K
Event2026-03-31
Filed2026-04-06
TSLA
-8.67%Tesla
Shares2.6K
Event2026-03-31
Filed2026-04-06
VWO
4.54%Vanguard Emerging Markets
Shares17.7K
Event2026-03-31
Filed2026-04-06
EQIX
5.33%Equinix Inc
Shares948
Event2026-03-31
Filed2026-04-06
BNDX
56.67%Vanguard Total International Bond Index Fund ETF
Shares18.6K
Event2026-03-31
Filed2026-04-06
IVV
-40.50%iShares S&P 500
Shares1.4K
Event2026-03-31
Filed2026-04-06
EFA
-59.57%iShares MSCI EAFE
Shares8.9K
Event2026-03-31
Filed2026-04-06
CMG
-9.83%Chipotle Mexican Grill
Shares26.1K
Event2026-03-31
Filed2026-04-06
IWF
-5.74%iShares Russell Growth
Shares1.9K
Event2026-03-31
Filed2026-04-06
CVX
-7.96%ChevronTexaco
Shares4.0K
Event2026-03-31
Filed2026-04-06
COST
-10.46%Costco Companies
Shares822
Event2026-03-31
Filed2026-04-06
PM
1.02%Philip Morris Int'l
Shares4.9K
Event2026-03-31
Filed2026-04-06
FNDA
-0.40%Schwab Fundamental U.S. Small Company ETF
Shares24.9K
Event2026-03-31
Filed2026-04-06
PLD
0.00%Prologis Inc
Shares6.0K
Event2026-03-31
Filed2026-04-06
FRPT
1.52%Freshpet
Shares13.4K
Event2026-03-31
Filed2026-04-06
Broadcom
12.17%Broadcom
Shares2.5K
Event2026-03-31
Filed2026-04-06
SLB
0.00%Schlumberger
Shares15.0K
Event2026-03-31
Filed2026-04-06
DIA
156.04%SPDR Dow Jones Industrial Average ETF
Shares1.6K
Event2026-03-31
Filed2026-04-06
GS
0.00%Goldman Sachs
Shares882
Event2026-03-31
Filed2026-04-06
IJR
-1.37%iShares S&P Small Cap 600
Shares6.0K
Event2026-03-31
Filed2026-04-06
DFLV
0.24%Dimensional US Large Cap Value ETF
Shares20.1K
Event2026-03-31
Filed2026-04-06
ITT
0.00%ITT
Shares3.7K
Event2026-03-31
Filed2026-04-06
NEE
0.85%Nextera Energy
Shares7.6K
Event2026-03-31
Filed2026-04-06
QQQM
9.39%Invesco Nasdaq 100 ETF
Shares2.9K
Event2026-03-31
Filed2026-04-06
PPG
0.21%PPG
Shares6.3K
Event2026-03-31
Filed2026-04-06
DFIS
-3.37%DFA International Small Cap ETF
Shares19.5K
Event2026-03-31
Filed2026-04-06
GLD
12.75%SPDR Gold Trust
Shares1.5K
Event2026-03-31
Filed2026-04-06
EEM
-55.09%iShares MSCI Emerging Markets
Shares11.1K
Event2026-03-31
Filed2026-04-06
DEO
-40.89%Diageo PLC
Shares8.3K
Event2026-03-31
Filed2026-04-06
ICLR
-10.10%ICON plc
Shares5.3K
Event2026-03-31
Filed2026-04-06
NFLX
14.25%Netflix
Shares5.8K
Event2026-03-31
Filed2026-04-06
DFUV
-0.54%DFA Tax-Managed US Marketwide Value
Shares11.6K
Event2026-03-31
Filed2026-04-06
NBTB
-0.42%NBT Bancorp
Shares12.9K
Event2026-03-31
Filed2026-04-06
ORCL
-0.95%Oracle
Shares3.7K
Event2026-03-31
Filed2026-04-06
WFC
-1.04%Wells Fargo
Shares6.7K
Event2026-03-31
Filed2026-04-06
SCHF
0.00%Schwab International Equity ETF
Shares21.2K
Event2026-03-31
Filed2026-04-06
IEMG
8.39%iShares Core MSCI Emerging Markets
Shares7.5K
Event2026-03-31
Filed2026-04-06
T
9.64%AT&T
Shares17.6K
Event2026-03-31
Filed2026-04-06
IBTG
0.00%iShares iBonds Dec 2026 Term Treasury ETF
Shares22.1K
Event2026-03-31
Filed2026-04-06
VO
5.32%Vanguard Mid Cap Index Fund ETF
Shares1.7K
Event2026-03-31
Filed2026-04-06
NRT
0.00%North European Royalty Trust
Shares53.4K
Event2026-03-31
Filed2026-04-06
BSV
-8.87%Vanguard Short Term Bond Index
Shares6.1K
Event2026-03-31
Filed2026-04-06
PLTR
10.36%Palantir Technologies
Shares3.3K
Event2026-03-31
Filed2026-04-06
VZ
-3.41%Verizon
Shares9.3K
Event2026-03-31
Filed2026-04-06
RGA
28.94%Reinsurance Group
Shares2.2K
Event2026-03-31
Filed2026-04-06
TT
10.79%Trane Technologies
Shares1.1K
Event2026-03-31
Filed2026-04-06
GSLC
-4.61%Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Shares3.6K
Event2026-03-31
Filed2026-04-06
Invesco S&P 500 Equal Weight
99.83%Invesco S&P 500 Equal Weight
Shares2.3K
Event2026-03-31
Filed2026-04-06
VBR
0.15%Vanguard Small Cap Value ETF
Shares2.0K
Event2026-03-31
Filed2026-04-06
TXN
5.40%Texas Instruments
Shares2.2K
Event2026-03-31
Filed2026-04-06
HDV
0.00%iShares Core High Dividend ETF
Shares3.2K
Event2026-03-31
Filed2026-04-06
Aptiv plc
0.24%Aptiv plc
Shares6.2K
Event2026-03-31
Filed2026-04-06
FELE
0.00%Franklin Electric
Shares4.6K
Event2026-03-31
Filed2026-04-06
JPST
0.84%JPMorgan Ultra-Short Income ETF
Shares8.2K
Event2026-03-31
Filed2026-04-06
MTB
0.26%M & T Bank
Shares1.9K
Event2026-03-31
Filed2026-04-06
AMGN
-8.27%Amgen
Shares1.1K
Event2026-03-31
Filed2026-04-06
Invesco QQQ ETF
-5.56%Invesco QQQ ETF
Shares680
Event2026-03-31
Filed2026-04-06
VPU
-0.80%Vanguard Utilities ETF
Shares2.0K
Event2026-03-31
Filed2026-04-06
MPLX
76.34%MPLX LP
Shares6.7K
Event2026-03-31
Filed2026-04-06
MTUM
0.00%iShares MSCI USA Momentum Factor
Shares1.6K
Event2026-03-31
Filed2026-04-06
DISV
-4.88%Dimensional International Small Cap Value ETF
Shares9.7K
Event2026-03-31
Filed2026-04-06
DFAR
0.11%DFA US Real Estate ETF
Shares16.0K
Event2026-03-31
Filed2026-04-06
INTC
0.00%Intel
Shares8.5K
Event2026-03-31
Filed2026-04-06
BIP
0.00%Brookfield Infrastructure Partners LP
Shares10.1K
Event2026-03-31
Filed2026-04-06
AROW
-7.20%Arrow Financial
Shares10.3K
Event2026-03-31
Filed2026-04-06
EFX
0.00%Equifax
Shares1.9K
Event2026-03-31
Filed2026-04-06
MO
1.03%Altria
Shares4.9K
Event2026-03-31
Filed2026-04-06
CARR
-4.10%Carrier Global
Shares5.6K
Event2026-03-31
Filed2026-04-06
INGR
0.00%Ingredion
Shares2.7K
Event2026-03-31
Filed2026-04-06
BA
5.79%Boeing
Shares1.5K
Event2026-03-31
Filed2026-04-06
DEHP
0.12%Dimensional Emerging Markets High Profitability ETF
Shares9.0K
Event2026-03-31
Filed2026-04-06
QCOM
1.92%Qualcomm
Shares2.3K
Event2026-03-31
Filed2026-04-06
SCHE
0.00%Schwab Emerging Markets Equity ETF
Shares9.1K
Event2026-03-31
Filed2026-04-06
CGW
0.00%Invesco S&P Global Water Index ETF
Shares4.7K
Event2026-03-31
Filed2026-04-06
Alerian MLP ETF
-3.59%Alerian MLP ETF
Shares5.7K
Event2026-03-31
Filed2026-04-06
BMY
2.51%Bristol Myers-Squibb
Shares4.9K
Event2026-03-31
Filed2026-04-06
SHEL
0.00%Shell Adr
Shares3.2K
Event2026-03-31
Filed2026-04-06
BK
-5.21%Bank of New York
Shares2.5K
Event2026-03-31
Filed2026-04-06
WM
6.08%Waste Management
Shares1.3K
Event2026-03-31
Filed2026-04-06
CW
-0.24%Curtiss Wright
Shares420
Event2026-03-31
Filed2026-04-06
LNT
0.00%Alliant Energy
Shares3.9K
Event2026-03-31
Filed2026-04-06
Canadian Pacific Kansas City
-12.52%Canadian Pacific Kansas City
Shares3.5K
Event2026-03-31
Filed2026-04-06
GLDM
38.99%SPDR Gold Minishares Trust
Shares2.9K
Event2026-03-31
Filed2026-04-06
SDY
0.00%SPDR S&P Dividend ETF IV
Shares1.8K
Event2026-03-31
Filed2026-04-06
NI
-0.04%Nisource
Shares5.6K
Event2026-03-31
Filed2026-04-06
MDLZ
3.09%Mondelez
Shares4.5K
Event2026-03-31
Filed2026-04-06
DFAT
-2.61%Dimensional U.S. Targeted Value ETF
Shares4.1K
Event2026-03-31
Filed2026-04-06
BAC
-1.73%Bank of America
Shares5.3K
Event2026-03-31
Filed2026-04-06
DOCU
-79.04%DocuSign
Shares5.4K
Event2026-03-31
Filed2026-04-06
Duke Energy
-21.84%Duke Energy
Shares2.0K
Event2026-03-31
Filed2026-04-06
MMM
-5.42%3M Company
Shares1.7K
Event2026-03-31
Filed2026-04-06
UNH
-1.29%UnitedHealth Group
Shares916
Event2026-03-31
Filed2026-04-06
SU
0.00%Suncor
Shares3.6K
Event2026-03-31
Filed2026-04-06
BEP
0.00%Brookfield Renewable
Shares7.2K
Event2026-03-31
Filed2026-04-06
MTX
0.00%Minerals Tech
Shares3.3K
Event2026-03-31
Filed2026-04-06
DFGX
0.00%Dimensional Global Ex US Core Fixed Income ETF
Shares4.4K
Event2026-03-31
Filed2026-04-06
SCHR
-0.55%Schwab Interm Gov't ETF
Shares9.1K
Event2026-03-31
Filed2026-04-06
DFSU
0.24%Dimensional US Sustainability Core 1 ETF
Shares5.5K
Event2026-03-31
Filed2026-04-06
VTES
0.36%Vanguard Short-Term Tax-Exempt Bond ETF
Shares2.2K
Event2026-03-31
Filed2026-04-06
ALL
0.76%Allstate
Shares1.1K
Event2026-03-31
Filed2026-04-06
MA
38.06%Mastercard
Shares428
Event2026-03-31
Filed2026-04-06
AMTM
0.00%Amentum Holdings
Shares8.1K
Event2026-03-31
Filed2026-04-06
IVW
0.00%iShares S&P 500/Barra Growth
Shares1.9K
Event2026-03-31
Filed2026-04-06
BR
0.00%Broadridge Financial Solutions
Shares1.3K
Event2026-03-31
Filed2026-04-06
WMB
3.28%Williams Cos
Shares2.9K
Event2026-03-31
Filed2026-04-06
SMH
0.00%VanEck Semiconductor ETF
Shares540
Event2026-03-31
Filed2026-04-06
NTR
0.00%Nutrien
Shares2.7K
Event2026-03-31
Filed2026-04-06
EQT Corp
1000.00%EQT Corp
Shares3.1K
Event2026-03-31
Filed2026-04-06
MS
13.97%Morgan Stanley
Shares1.2K
Event2026-03-31
Filed2026-04-06
HON
-14.33%Honeywell Int'l
Shares861
Event2026-03-31
Filed2026-04-06
Brookfield Asset Management
0.00%Brookfield Asset Management
Shares4.4K
Event2026-03-31
Filed2026-04-06
General Dynamics Corp
-11.94%General Dynamics Corp
Shares553
Event2026-03-31
Filed2026-04-06
GWRE
0.00%Guidewire Software
Shares1.3K
Event2026-03-31
Filed2026-04-06
AMP
0.00%Ameriprise
Shares420
Event2026-03-31
Filed2026-04-06
Blackstone Group LP
167.05%Blackstone Group LP
Shares1.6K
Event2026-03-31
Filed2026-04-06
DFSB
0.00%Dimensional Global Sustainability Fixed Income ETF
Shares3.6K
Event2026-03-31
Filed2026-04-06
OTIS
3.35%Otis Worldwide
Shares2.4K
Event2026-03-31
Filed2026-04-06
CRM
-16.05%Salesforce
Shares978
Event2026-03-31
Filed2026-04-06
AME
-0.24%Ametek Inc
Shares848
Event2026-03-31
Filed2026-04-06
SYK
-22.14%Stryker
Shares552
Event2026-03-31
Filed2026-04-06
XLG
0.00%Invesco S&P 500
Shares3.3K
Event2026-03-31
Filed2026-04-06
DFSI
0.24%Dimensional International Sustainability Core 1 ETF
Shares4.2K
Event2026-03-31
Filed2026-04-06
IWN
0.00%iShares Russell 2000 Value ETF
Shares925
Event2026-03-31
Filed2026-04-06
SRE
4.34%Sempra Energy
Shares1.8K
Event2026-03-31
Filed2026-04-06
INTU
-18.33%Intuit
Shares401
Event2026-03-31
Filed2026-04-06
VRTX
-21.95%Vertex Pharmaceuticals
Shares377
Event2026-03-31
Filed2026-04-06
IWD
-35.81%iShares Russell 1000 Value ETF
Shares787
Event2026-03-31
Filed2026-04-06
DFGR
11.72%Dimensional Global Real Estate ETF
Shares6.3K
Event2026-03-31
Filed2026-04-06
ENB
-7.75%Enbridge
Shares3.1K
Event2026-03-31
Filed2026-04-06
AMD
44.31%Advanced Micro Devices Inc
Shares811
Event2026-03-31
Filed2026-04-06
QYLD
0.00%Global X NASDAQ 100 Cov Call
Shares9.5K
Event2026-03-31
Filed2026-04-06
Lam Research
14.31%Lam Research
Shares743
Event2026-03-31
Filed2026-04-06
CTSH
0.00%Cognizant Tech
Shares2.6K
Event2026-03-31
Filed2026-04-06
ILMN
-38.67%Illumina
Shares1.2K
Event2026-03-31
Filed2026-04-06
SHOP
-6.51%Shopify Inc
Shares1.3K
Event2026-03-31
Filed2026-04-06
DFAX
0.05%DFA Tax Adv World ex US Core Eq
Shares4.4K
Event2026-03-31
Filed2026-04-06
ED
0.00%Consol Edison
Shares1.3K
Event2026-03-31
Filed2026-04-06
D
1.11%Dominion Resources
Shares2.4K
Event2026-03-31
Filed2026-04-06
SCHG
0.14%Schwab U.S. Large-Cap Growth ETF
Shares5.0K
Event2026-03-31
Filed2026-04-06
CMI
3.08%Cummins Inc
Shares268
Event2026-03-31
Filed2026-04-06
NSC
0.00%Norfolk Southern
Shares500
Event2026-03-31
Filed2026-04-06
COP
1.53%ConocoPhillips
Shares1.1K
Event2026-03-31
Filed2026-04-06
YUM
0.91%Yum Brands
Shares886
Event2026-03-31
Filed2026-04-06
DTE
-8.73%DTE Energy
Shares941
Event2026-03-31
Filed2026-04-06
PAYX
1.09%Paychex
Shares1.5K
Event2026-03-31
Filed2026-04-06
SPYX
0.00%SPDR S&P 500 Fossil Fues Res ETF
Shares2.5K
Event2026-03-31
Filed2026-04-06
TXRH
-1.21%Texas Roadhouse
Shares815
Event2026-03-31
Filed2026-04-06
GILD
0.00%Gilead Sciences
Shares959
Event2026-03-31
Filed2026-04-06
CTVA
1.28%Corteva
Shares1.6K
Event2026-03-31
Filed2026-04-06
USB
1.48%U.S. Bancorp
Shares2.5K
Event2026-03-31
Filed2026-04-06
AWK
0.75%American Water Works
Shares945
Event2026-03-31
Filed2026-04-06
IWP
0.20%iShares Russell Mid-Cap Growth ETF
Shares995
Event2026-03-31
Filed2026-04-06
SNA
0.00%Snap On
Shares350
Event2026-03-31
Filed2026-04-06
CEF
-7.14%Central Fund Of Canada Ltd
Shares2.6K
Event2026-03-31
Filed2026-04-06
BIL
0.00%SPDR Bloomberg 1-3 Month T-Bill ETF
Shares1.3K
Event2026-03-31
Filed2026-04-06
DUSB
7.89%Dimensional Ultrashort Fixed Income ETF
Shares2.4K
Event2026-03-31
Filed2026-04-06
USMV
0.00%IShares Edge MSCI Min VOL USA ETF
Shares1.3K
Event2026-03-31
Filed2026-04-06
DVY
NewISHARES SELECT DIVIDEND ETF
Shares795
Event2026-03-31
Filed2026-04-06
CSX
-16.87%CSX
Shares2.9K
Event2026-03-31
Filed2026-04-06
ZTS
0.00%Zoetis
Shares1.0K
Event2026-03-31
Filed2026-04-06
QTUM
747.69%Defiance Quantum ETF
Shares1.1K
Event2026-03-31
Filed2026-04-06
EIX
0.94%Edison Intl
Shares1.6K
Event2026-03-31
Filed2026-04-06
TRV
0.51%Travelers
Shares398
Event2026-03-31
Filed2026-04-06
MMC
10.70%Marsh & McLennan
Shares662
Event2026-03-31
Filed2026-04-06
AMAT
2.76%Applied Materials
Shares335
Event2026-03-31
Filed2026-04-06
GEHC
-24.04%GE Healthcare Technologies
Shares1.6K
Event2026-03-31
Filed2026-04-06
NVS
-0.27%Novartis
Shares737
Event2026-03-31
Filed2026-04-06
AEM
0.00%Agnico Eagle Mines Ltd
Shares550
Event2026-03-31
Filed2026-04-06
MNST
-0.77%Monster Beverage Corp
Shares1.5K
Event2026-03-31
Filed2026-04-06
EPD
0.00%Enterprise Products
Shares2.9K
Event2026-03-31
Filed2026-04-06
UDR
0.00%United Dominion Realty Trust
Shares3.2K
Event2026-03-31
Filed2026-04-06
DIM
0.00%Wisdomtree International MidCap Dividend
Shares1.3K
Event2026-03-31
Filed2026-04-06
L
0.00%Lowes
Shares971
Event2026-03-31
Filed2026-04-06
DFSE
0.12%DFA Emerging Markets Sustainability Core 1 ETF
Shares2.4K
Event2026-03-31
Filed2026-04-06
Invesco FTSE RAFI US 1000 ETF
0.00%Invesco FTSE RAFI US 1000 ETF
Shares2.2K
Event2026-03-31
Filed2026-04-06
VHT
0.00%Vanguard Health Care Index ETF
Shares376
Event2026-03-31
Filed2026-04-06
IMO
0.00%Imperial Oil
Shares780
Event2026-03-31
Filed2026-04-06
NEOG
0.00%Neogen
Shares10.9K
Event2026-03-31
Filed2026-04-06
PGR
3.51%Progressive Corp
Shares501
Event2026-03-31
Filed2026-04-06
WBS
0.50%Webster Financial
Shares1.4K
Event2026-03-31
Filed2026-04-06
WTW
1.23%Willis Towers Watson
Shares329
Event2026-03-31
Filed2026-04-06
MUB
0.00%iShares Nat'l Muni Bond ETF
Shares900
Event2026-03-31
Filed2026-04-06
BSX
3.15%Boston Scientific Corp
Shares1.5K
Event2026-03-31
Filed2026-04-06
FCX
-9.01%Freeport-McMoran
Shares1.6K
Event2026-03-31
Filed2026-04-06
Accenture
0.00%Accenture
Shares474
Event2026-03-31
Filed2026-04-06
ADI
-10.70%Analog Devices
Shares292
Event2026-03-31
Filed2026-04-06
HLT
32.27%Hilton Worldwide Hldgs Inc
Shares291
Event2026-03-31
Filed2026-04-06
SHW
0.00%Sherwin Williams
Shares276
Event2026-03-31
Filed2026-04-06
STXE
0.36%Strive Emerging Markets Ex-China ETF
Shares2.3K
Event2026-03-31
Filed2026-04-06
ALLW
NewSPDR Bridgewater ALL Weather ETF
Shares3.0K
Event2026-03-31
Filed2026-04-06
CHKP
-7.69%Check Point Software
Shares600
Event2026-03-31
Filed2026-04-06
ADSK
2.31%Autodesk Inc
Shares354
Event2026-03-31
Filed2026-04-06
XEL
1.84%Xcel Energies
Shares1.0K
Event2026-03-31
Filed2026-04-06
VNQ
0.00%Vanguard Real Estate ETF
Shares929
Event2026-03-31
Filed2026-04-06
IJS
0.00%iShares S&P Small Cap 600/Barra Value
Shares694
Event2026-03-31
Filed2026-04-06
KLAC
10.00%KLA Tencor
Shares55
Event2026-03-31
Filed2026-04-06
GLW
-51.94%Corning
Shares595
Event2026-03-31
Filed2026-04-06
DLN
-16.28%WisdomTree US Large Cap Dividend
Shares900
Event2026-03-31
Filed2026-04-06
Unilever PLC
6.65%Unilever PLC
Shares1.4K
Event2026-03-31
Filed2026-04-06
Glaxo Smithkline
0.00%Glaxo Smithkline
Shares1.5K
Event2026-03-31
Filed2026-04-06
ES
1.06%Eversource Energy
Shares1.1K
Event2026-03-31
Filed2026-04-06
EXPD
1.29%Expeditors Int'l
Shares549
Event2026-03-31
Filed2026-04-06
PEG
0.00%Public Service Enterprise
Shares970
Event2026-03-31
Filed2026-04-06
PNC
1.63%PNC Financial Services Group
Shares375
Event2026-03-31
Filed2026-04-06
MDY
0.00%MidCap SPDR Trust
Shares125
Event2026-03-31
Filed2026-04-06
FVD
0.00%First Trust Value Dividend Index ETF
Shares1.6K
Event2026-03-31
Filed2026-04-06
IWR
-19.18%iShares Russell Midcap Index
Shares784
Event2026-03-31
Filed2026-04-06
VT
41.93%Vanguard Total World Stock ETF
Shares545
Event2026-03-31
Filed2026-04-06
DGCB
1.24%DFA Global Credit ETF
Shares1.4K
Event2026-03-31
Filed2026-04-06
XLP
0.00%Consumer Staples Select SPDR
Shares892
Event2026-03-31
Filed2026-04-06
ILCG
0.00%IShares Mrnstar Large Cap Grwth ETF
Shares750
Event2026-03-31
Filed2026-04-06
IWB
0.00%iShares Russell 1000 ETF
Shares200
Event2026-03-31
Filed2026-04-06
URTH
0.00%iShares MSCI EFT World
Shares394
Event2026-03-31
Filed2026-04-06
DuPont
6.52%DuPont
Shares1.5K
Event2026-03-31
Filed2026-04-06
Citigroup
245.14%Citigroup
Shares604
Event2026-03-31
Filed2026-04-06
VTIP
0.00%Vanguard Short Inflation Protected ETF
Shares1.4K
Event2026-03-31
Filed2026-04-06
MINT
0.00%PIMCO Enhanced Short Maturity Active ETF
Shares659
Event2026-03-31
Filed2026-04-06
VYM
0.00%Vanguard Hi Div Yield Index ETF
Shares447
Event2026-03-31
Filed2026-04-06
PHO
0.00%PowerShares Water Resources
Shares980
Event2026-03-31
Filed2026-04-06
ELV
10.00%Elevance Health
Shares220
Event2026-03-31
Filed2026-04-06
ICE
-11.62%Intercontinental Exchange
Shares403
Event2026-03-31
Filed2026-04-06
iShares Gold Trust
-25.81%iShares Gold Trust
Shares713
Event2026-03-31
Filed2026-04-06
Medtronic PLC
-15.94%Medtronic PLC
Shares717
Event2026-03-31
Filed2026-04-06
DFSV
NewDIMENSIONAL US SMALL CAP VALUE ETF
Shares1.8K
Event2026-03-31
Filed2026-04-06
EOS
0.00%Eaton Vance Enhanced Equity Income Fund II
Shares3.0K
Event2026-03-31
Filed2026-04-06
AOA
0.00%iShares Core Aggressive ETF
Shares685
Event2026-03-31
Filed2026-04-06
MAIN
0.00%Main Street Capital Corp
Shares1.1K
Event2026-03-31
Filed2026-04-06
TIP
0.00%iShares TIPS Bond ETF
Shares536
Event2026-03-31
Filed2026-04-06
SPYM
0.00%State Street SPDR S&P 500 ETF
Shares766
Event2026-03-31
Filed2026-04-06
XLK
0.00%Technology Select Sector SPDR Fund
Shares434
Event2026-03-31
Filed2026-04-06
MCK
-42.11%McKesson Corp
Shares66
Event2026-03-31
Filed2026-04-06
Qnity Electronics
0.00%Qnity Electronics
Shares489
Event2026-03-31
Filed2026-04-06
CSWC
0.00%Capital Southwest
Shares2.5K
Event2026-03-31
Filed2026-04-06
DFIP
0.00%DFA Inflation-Protected Securities ETF
Shares1.3K
Event2026-03-31
Filed2026-04-06
TFC
7.50%Truist Financial
Shares1.2K
Event2026-03-31
Filed2026-04-06
EBAY
102.08%EBay Inc
Shares584
Event2026-03-31
Filed2026-04-06
GHC
0.00%Graham Holdings
Shares50
Event2026-03-31
Filed2026-04-06
XLV
-28.23%Health Care Select SPDR
Shares356
Event2026-03-31
Filed2026-04-06
HWM
-0.44%Howmet Aerospace
Shares226
Event2026-03-31
Filed2026-04-06
MGEE
0.00%MGE Energy
Shares670
Event2026-03-31
Filed2026-04-06
CL
0.00%Colgate Palmolive
Shares600
Event2026-03-31
Filed2026-04-06
PH
137.50%Parker-Hannifin Corp
Shares57
Event2026-03-31
Filed2026-04-06
VXF
0.00%Vanguard Extended Market
Shares245
Event2026-03-31
Filed2026-04-06
TE Connectivity PLC
30.60%TE Connectivity PLC
Shares239
Event2026-03-31
Filed2026-04-06
VGT
NewVanguard Information Technology ETF
Shares71
Event2026-03-31
Filed2026-04-06
XLY
0.00%Consumer Discretionary Select SPDR
Shares448
Event2026-03-31
Filed2026-04-06
VXUS
NewVanguard Total Int'l Stock ETF
Shares622
Event2026-03-31
Filed2026-04-06
IWM
0.00%iShares Russell 2000 ETF
Shares192
Event2026-03-31
Filed2026-04-06
ELAN
NewELANCO ANIMAL HEALTH INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-06
MU
-66.09%Micron Technology
Shares138
Event2026-03-31
Filed2026-04-06
SPOT
-32.37%Spotify Technology A
Shares94
Event2026-03-31
Filed2026-04-06
LMT
5.71%Lockheed Martin
Shares74
Event2026-03-31
Filed2026-04-06
ANGO
62.50%AngioDynamics Inc
Shares3.9K
Event2026-03-31
Filed2026-04-06
APP
182.05%Applovin Corp
Shares110
Event2026-03-31
Filed2026-04-06
HAS
0.00%Hasbro
Shares458
Event2026-03-31
Filed2026-04-06
FAST
4.09%Fastenal
Shares916
Event2026-03-31
Filed2026-04-06
AXSM
0.00%Axsome Therapeutics
Shares250
Event2026-03-31
Filed2026-04-06
FEX
0.00%First Trust Large Cap Core Alphadex Fund
Shares343
Event2026-03-31
Filed2026-04-06
DOV
-50.00%Dover
Shares200
Event2026-03-31
Filed2026-04-06
HLN
0.00%Hilton Hotels 8
Shares4.2K
Event2026-03-31
Filed2026-04-06
RYN
0.00%Rayonier
Shares2.0K
Event2026-03-31
Filed2026-04-06
NCLH
0.00%Norwegian Cruise Lines
Shares2.2K
Event2026-03-31
Filed2026-04-06
XYZ
-0.58%Block Inc
Shares680
Event2026-03-31
Filed2026-04-06
VRT
335.14%Vertiv Holdings
Shares161
Event2026-03-31
Filed2026-04-06
VIG
0.00%Vanguard Dividend Appreciation ETF
Shares188
Event2026-03-31
Filed2026-04-06
DFIC
0.18%DFA International Core Equity 2 ETF
Shares1.1K
Event2026-03-31
Filed2026-04-06
SEIC
-0.97%SEI Investments Co
Shares508
Event2026-03-31
Filed2026-04-06
NVO
-0.09%Novo-Nordisk A S ADR
Shares1.1K
Event2026-03-31
Filed2026-04-06
WY
0.00%Weyerhaeuser
Shares1.6K
Event2026-03-31
Filed2026-04-06
ORLY
NewO'Reilly Automotive Inc
Shares421
Event2026-03-31
Filed2026-04-06
CHRW
NewC H ROBINSON WORLDWIDE IN COM NEW
Shares232
Event2026-03-31
Filed2026-04-06
JEF
0.00%Jefferies Finl
Shares932
Event2026-03-31
Filed2026-04-06
GATX
0.00%GATX
Shares225
Event2026-03-31
Filed2026-04-06
BKR
-20.83%Baker Hughes
Shares608
Event2026-03-31
Filed2026-04-06
CME
26.26%CME Group
Shares125
Event2026-03-31
Filed2026-04-06
DOW
3.53%Dow Chemical
Shares880
Event2026-03-31
Filed2026-04-06
Brookfield Infra Partners Cl A
0.00%Brookfield Infra Partners Cl A
Shares901
Event2026-03-31
Filed2026-04-06
CMCSA
36.57%Comcast Cl A
Shares1.2K
Event2026-03-31
Filed2026-04-06
CELH
NewCelsius Holdings
Shares1.0K
Event2026-03-31
Filed2026-04-06
SCCO
0.49%Southern Copper
Shares206
Event2026-03-31
Filed2026-04-06
TPR
0.00%Tapestry Inc
Shares250
Event2026-03-31
Filed2026-04-06
IWV
0.00%iShares Russell 3000 Index
Shares93
Event2026-03-31
Filed2026-04-06
ARTY
70.59%iShares Future AI & Tech ETF
Shares725
Event2026-03-31
Filed2026-04-06
SUSA
0.00%iShares ESG Optimized MSCI USA ETF
Shares250
Event2026-03-31
Filed2026-04-06
Apollo Global Mgmt Inc
-20.43%Apollo Global Mgmt Inc
Shares296
Event2026-03-31
Filed2026-04-06
JCI
-11.51%Johnson Ctls Inl PLC
Shares246
Event2026-03-31
Filed2026-04-06
TOTL
0.00%SPDR Doubleline Total Return TTCL ETF
Shares795
Event2026-03-31
Filed2026-04-06
TJX
15.88%TJX Cos.
Shares197
Event2026-03-31
Filed2026-04-06
America Movil Sa De Cv
0.00%America Movil Sa De Cv
Shares1.2K
Event2026-03-31
Filed2026-04-06
AON PLC A
5.68%AON PLC A
Shares93
Event2026-03-31
Filed2026-04-06
TSM
2.33%Taiwan Semiconductor
Shares88
Event2026-03-31
Filed2026-04-06
FFIV
3.00%F5 Networks
Shares103
Event2026-03-31
Filed2026-04-06
EOG
0.00%EOG Resources
Shares203
Event2026-03-31
Filed2026-04-06
RCL
6.00%Royal Caribbean Cruises
Shares106
Event2026-03-31
Filed2026-04-06
RDDT
NewReddit
Shares214
Event2026-03-31
Filed2026-04-06
ODFL
0.00%Old Dominion Freight Lines
Shares146
Event2026-03-31
Filed2026-04-06
CRWD
5.80%CrowdStrike
Shares73
Event2026-03-31
Filed2026-04-06
DHR
0.00%Danaher
Shares150
Event2026-03-31
Filed2026-04-06
XLE
0.00%State Street Energy Select Sector SPDR ETF
Shares445
Event2026-03-31
Filed2026-04-06
WBD
8.53%Warner Bros. Discovery
Shares954
Event2026-03-31
Filed2026-04-06
COF
0.00%Capital One
Shares143
Event2026-03-31
Filed2026-04-06
JLL
-6.52%Jones Lang Lasalle Inc
Shares86
Event2026-03-31
Filed2026-04-06
KMB
-65.79%Kimberly-Clark
Shares260
Event2026-03-31
Filed2026-04-06
SPEM
0.00%SPDR Portfolio Emerging Markets ETF
Shares506
Event2026-03-31
Filed2026-04-06
AEP
0.00%American Elec Pwr
Shares180
Event2026-03-31
Filed2026-04-06
IJT
0.00%iShares S&P Small-Cap 600 Growth ETF
Shares162
Event2026-03-31
Filed2026-04-06
ESS
-5.94%Essex Property Trust
Shares95
Event2026-03-31
Filed2026-04-06
VGLT
0.00%Vanguard Long Term Gov't Bond ETF
Shares414
Event2026-03-31
Filed2026-04-06
SPTM
0.00%State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
Shares289
Event2026-03-31
Filed2026-04-06
SPYV
0.00%SPDR Portfolio S&P 500 Value ETF
Shares402
Event2026-03-31
Filed2026-04-06
GOVT
0.00%iShares U.s. Treasury Bond ETF
Shares965
Event2026-03-31
Filed2026-04-06
CPB
9.33%Campbell Soup
Shares984
Event2026-03-31
Filed2026-04-06
Cigna Group
18.84%Cigna Group
Shares82
Event2026-03-31
Filed2026-04-06
TGT
136.00%Target
Shares177
Event2026-03-31
Filed2026-04-06
VIOG
0.59%Vanguard S&P Small-Cap 600 Growth ETF
Shares171
Event2026-03-31
Filed2026-04-06
Marvell Technology Inc
47.14%Marvell Technology Inc
Shares206
Event2026-03-31
Filed2026-04-06
TKO
0.00%TKO Group
Shares100
Event2026-03-31
Filed2026-04-06
STZ
7.20%Constellation Brands Inc Cl A
Shares134
Event2026-03-31
Filed2026-04-06
SNPS
13.64%Synopsis Inc
Shares50
Event2026-03-31
Filed2026-04-06
JPC
0.00%Nuveen Preferred & Income Opportunities Fund
Shares2.6K
Event2026-03-31
Filed2026-04-06
FDS
-1.10%Factset
Shares90
Event2026-03-31
Filed2026-04-06
SO
0.00%Southern
Shares200
Event2026-03-31
Filed2026-04-06
SCHW
17.82%Charles Schwab Corp
Shares205
Event2026-03-31
Filed2026-04-06
VRSN
0.00%Verisign Inc
Shares77
Event2026-03-31
Filed2026-04-06
SYY
7.20%Sysco Corporation
Shares268
Event2026-03-31
Filed2026-04-06
SLV
-21.43%Ishares Silver Trust Index Fund
Shares275
Event2026-03-31
Filed2026-04-06
Linde PLC
48.00%Linde PLC
Shares37
Event2026-03-31
Filed2026-04-06
DFEM
0.19%DFA Emerging Markets Core Equity 2 ETF
Shares530
Event2026-03-31
Filed2026-04-06
DELL
-30.97%Dell Technologies Inc
Shares107
Event2026-03-31
Filed2026-04-06
STWD
0.00%Starwood Property Trust
Shares1.0K
Event2026-03-31
Filed2026-04-06
EPAM
0.00%EPAM Systems
Shares125
Event2026-03-31
Filed2026-04-06
FITB
5.85%Fifth Third Bancorp
Shares362
Event2026-03-31
Filed2026-04-06
WDAY
5.79%Workday Inc A
Shares128
Event2026-03-31
Filed2026-04-06
Stanley Black & Decker Inc
0.00%Stanley Black & Decker Inc
Shares229
Event2026-03-31
Filed2026-04-06
ADBE
30.00%Adobe Systems
Shares65
Event2026-03-31
Filed2026-04-06
FTI
NewTECHNIPFMC PLC COM
Shares227
Event2026-03-31
Filed2026-04-06
CVE
0.00%Cenovus Energy
Shares588
Event2026-03-31
Filed2026-04-06
TMUS
-38.84%T-Mobile US Inc
Shares74
Event2026-03-31
Filed2026-04-06
CASY
-4.55%Caseys Gen Stores
Shares21
Event2026-03-31
Filed2026-04-06
FELG
0.00%Fidelity Enhanced Large Cap Growth ETF
Shares410
Event2026-03-31
Filed2026-04-06
ROBO
0.00%Robo Global Robotics & Automation ETF
Shares223
Event2026-03-31
Filed2026-04-06
BFAM
NewBright Horizons Family Solutions
Shares185
Event2026-03-31
Filed2026-04-06
FFC
0.00%Flaherty & Crumrine Preferred Securities Income Fund
Shares970
Event2026-03-31
Filed2026-04-06
SANA
0.00%Sana Biotechnology
Shares5.0K
Event2026-03-31
Filed2026-04-06
RIO
0.00%Rio Tinto PLC
Shares154
Event2026-03-31
Filed2026-04-06
O
0.00%Realty Income
Shares233
Event2026-03-31
Filed2026-04-06
APG
-55.75%API Group Corp
Shares350
Event2026-03-31
Filed2026-04-06
PSA
18.18%Public Storage
Shares52
Event2026-03-31
Filed2026-04-06
ETR
-55.83%Entergy Corp
Shares125
Event2026-03-31
Filed2026-04-06
HSIC
0.00%Henry Schein Inc
Shares190
Event2026-03-31
Filed2026-04-06
PHM
36.78%Pulte Group
Shares119
Event2026-03-31
Filed2026-04-06
PCAR
31.11%Paccar Inc
Shares118
Event2026-03-31
Filed2026-04-06
MET
31.51%MetLife
Shares192
Event2026-03-31
Filed2026-04-06
RRX
0.00%Regal Rexnord Corp
Shares71
Event2026-03-31
Filed2026-04-06
LYB
9.27%Lyondellbasell
Shares165
Event2026-03-31
Filed2026-04-06
CLH
-9.80%Clean Harbors
Shares46
Event2026-03-31
Filed2026-04-06
FMX
-21.71%Fomento Economico Mexicano ADR
Shares119
Event2026-03-31
Filed2026-04-06
TDY
-4.55%Teledyne Technologies
Shares21
Event2026-03-31
Filed2026-04-06
CHD
NewCHURCH & DWIGHT CO INC COM
Shares136
Event2026-03-31
Filed2026-04-06
GPC
19.00%Genuine Parts
Shares119
Event2026-03-31
Filed2026-04-06
KEYS
NewKEYSIGHT TECHNOLOGIES INC COM
Shares44
Event2026-03-31
Filed2026-04-06
IFF
42.02%International Flavors & Fragrance
Shares169
Event2026-03-31
Filed2026-04-06
NTAP
-45.37%NetApp Inc
Shares118
Event2026-03-31
Filed2026-04-06
RF
NewREGIONS FINANCIAL CORP NEW COM
Shares460
Event2026-03-31
Filed2026-04-06
SOLV
-4.19%Solventum
Shares183
Event2026-03-31
Filed2026-04-06
DASH
-78.88%Doordash Inc
Shares79
Event2026-03-31
Filed2026-04-06
GRMN
NewGARMIN LTD SHS
Shares50
Event2026-03-31
Filed2026-04-06
MFC
0.00%Manulife Financial
Shares330
Event2026-03-31
Filed2026-04-06
CVS
-61.99%CVS Caremark
Shares157
Event2026-03-31
Filed2026-04-06
VTRS
0.00%Viatris
Shares818
Event2026-03-31
Filed2026-04-06
VST
73.81%Vistra
Shares73
Event2026-03-31
Filed2026-04-06
TTWO
0.00%Take-Two Interactive Software
Shares55
Event2026-03-31
Filed2026-04-06
YUMC
0.00%Yum China Holdings Inc
Shares216
Event2026-03-31
Filed2026-04-06
BBVA
0.00%Banco Bilbao Vizcaya Argentari ADR
Shares479
Event2026-03-31
Filed2026-04-06
LHX
-3.23%L3Harris Technologies Ord
Shares30
Event2026-03-31
Filed2026-04-06
SLF
0.00%SunLife Financial
Shares165
Event2026-03-31
Filed2026-04-06
ICLN
0.00%iShares Global Clean Energy
Shares550
Event2026-03-31
Filed2026-04-06
BAP
0.00%CREDICORP LTD COM
Shares29
Event2026-03-31
Filed2026-04-06
HIG
-3.95%Hartford Insurance Group Inc
Shares73
Event2026-03-31
Filed2026-04-06
VMC
0.00%Vulcan Matls Co
Shares36
Event2026-03-31
Filed2026-04-06
LEN
-53.14%Lennar Corp
Shares112
Event2026-03-31
Filed2026-04-06
CCK
0.00%Crown Hldgs Inc
Shares97
Event2026-03-31
Filed2026-04-06
SONY
0.00%Sony Group ADR
Shares458
Event2026-03-31
Filed2026-04-06
OKTA
-56.83%Okta Inc
Shares120
Event2026-03-31
Filed2026-04-06
SCZ
0.00%iShares MSCI EAFE Small-Cap ETF
Shares117
Event2026-03-31
Filed2026-04-06
AGG
0.00%Ishares Core Us Aggregate Bond Etf
Shares89
Event2026-03-31
Filed2026-04-06
ACGL
0.00%ARCH CAP GROUP LTD ORD
Shares91
Event2026-03-31
Filed2026-04-06
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