Sponsored
The Analysis of WASHINGTON TRUST Co's Holdings & P&L
Currently, WASHINGTON TRUST Co holds 281 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in N/A (+7.0K shares, valued at $4.2M), DELL (+18.1K shares, valued at $3.0M), XLF (+51.2K shares, valued at $2.5M); decreased their positions in N/A (-19.4K shares, valued at $6.0M), AES (-172.6K shares, valued at $2.4M), NVDA (-13.0K shares, valued at $2.3M); initiated new positions in SCHX (+46.8K shares, valued at $1.2M), SPSM (+16.7K shares, valued at $809.1K), WAT (+2.1K shares, valued at $628.6K).
1M P&L
+99.9M+3.22%
3M P&L
+190.1M+6.32%
HY P&L
+404.2M+14.46%
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/A754.3M
30.0%
2Consumer Electronics137.2M
5.5%
3Semiconductors125.8M
5.0%
Top Industries by Stock Count
1N/A75 stocks
29.5%
2Semiconductors8 stocks
3.1%
3Drug Manufacturers - General7 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Calamos Market Neutral Income F Calamos Market Neutral Income F17.6K sharesnew addition2026-03-312026-04-06
Sponsored
Sponsored
Sponsored
Federal Home Loan Banks 4.125 Federal Home Loan Banks 4.125200.0K sharesnew addition2026-03-312026-04-06
Sponsored
Easton Mass Go Mun Purp 4.00 0 Easton Mass Go Mun Purp 4.00 050.0K sharesnew addition2026-03-312026-04-06
AAPL
0.68%APPLE INC
Shares540.8K
Event2026-03-31
Filed2026-04-06
SPY
-1.13%State Street SPDR S&P 500 ETF
Shares198.5K
Event2026-03-31
Filed2026-04-06
ALPHABET INC-CL A
-1.32%ALPHABET INC-CL A
Shares400.1K
Event2026-03-31
Filed2026-04-06
BROADCOM INC
-5.31%BROADCOM INC
Shares346.0K
Event2026-03-31
Filed2026-04-06
VANGUARD S&P 500 ETF
4.15%VANGUARD S&P 500 ETF
Shares176.4K
Event2026-03-31
Filed2026-04-06
NVDA
-2.38%NVIDIA CORP
Shares532.3K
Event2026-03-31
Filed2026-04-06
IWR
-0.33%ISHARES RUSSELL MID-CAP ETF
Shares911.7K
Event2026-03-31
Filed2026-04-06
AMZN
0.04%AMAZON.COM INC
Shares404.7K
Event2026-03-31
Filed2026-04-06
IWM
-1.00%ISHARES RUSSELL 2000 ETF
Shares311.9K
Event2026-03-31
Filed2026-04-06
MSFT
1.17%MICROSOFT CORP
Shares202.0K
Event2026-03-31
Filed2026-04-06
JPM
-0.63%JPMORGAN CHASE & CO
Shares232.0K
Event2026-03-31
Filed2026-04-06
IWB
-2.29%ISHARES RUSSELL 1000 ETF
Shares189.4K
Event2026-03-31
Filed2026-04-06
V
-0.77%VISA INC-CLASS A SHARES
Shares216.1K
Event2026-03-31
Filed2026-04-06
MDY
-0.36%State Street SPDR S&P MidCap 40
Shares85.5K
Event2026-03-31
Filed2026-04-06
TMO
-0.69%THERMO FISHER SCIENTIFIC INC
Shares93.1K
Event2026-03-31
Filed2026-04-06
META
-0.84%META PLATFORMS INC-CLASS A
Shares75.4K
Event2026-03-31
Filed2026-04-06
KLAC
-2.09%KLA CORP
Shares26.9K
Event2026-03-31
Filed2026-04-06
HD
2.07%HOME DEPOT INC
Shares118.1K
Event2026-03-31
Filed2026-04-06
TJX
-0.94%TJX COMPANIES INC
Shares225.8K
Event2026-03-31
Filed2026-04-06
RTX
-0.42%RTX CORP
Shares185.5K
Event2026-03-31
Filed2026-04-06
WMT
-1.47%WALMART INC
Shares279.8K
Event2026-03-31
Filed2026-04-06
WAB
-0.88%WABTEC CORP
Shares135.4K
Event2026-03-31
Filed2026-04-06
VYM
2.17%VANGUARD HIGH DVD YIELD ETF
Shares223.3K
Event2026-03-31
Filed2026-04-06
NEE
6.82%NEXTERA ENERGY INC
Shares354.6K
Event2026-03-31
Filed2026-04-06
PANW
-1.00%PALO ALTO NETWORKS INC
Shares191.8K
Event2026-03-31
Filed2026-04-06
PWR
-0.25%QUANTA SERVICES INC
Shares55.6K
Event2026-03-31
Filed2026-04-06
ADI
-1.05%ANALOG DEVICES INC
Shares93.6K
Event2026-03-31
Filed2026-04-06
IEFA
6.64%ISHARES CORE MSCI EAFE ETF
Shares316.6K
Event2026-03-31
Filed2026-04-06
COST
-1.17%COSTCO WHOLESALE CORP
Shares27.6K
Event2026-03-31
Filed2026-04-06
JNJ
-1.61%JOHNSON & JOHNSON
Shares105.7K
Event2026-03-31
Filed2026-04-06
ASML
-1.80%ASML HOLDING NV-NY REG SHS
Shares19.4K
Event2026-03-31
Filed2026-04-06
GLW
-2.94%CORNING INC
Shares182.7K
Event2026-03-31
Filed2026-04-06
IJH
10.97%ISHARES CORE S&P MIDCAP ETF
Shares350.6K
Event2026-03-31
Filed2026-04-06
BLACKROCK INC
-0.89%BLACKROCK INC
Shares24.4K
Event2026-03-31
Filed2026-04-06
IEMG
4.86%ISHARES CORE MSCI EMERGING
Shares323.6K
Event2026-03-31
Filed2026-04-06
IJR
-0.12%ISHARES CORE S&P SMALL-CAP E
Shares168.5K
Event2026-03-31
Filed2026-04-06
EQIX
-1.86%EQUINIX INC
Shares21.0K
Event2026-03-31
Filed2026-04-06
ISRG
-0.87%INTUITIVE SURGICAL INC
Shares42.5K
Event2026-03-31
Filed2026-04-06
UBER
1.75%UBER TECHNOLOGIES INC
Shares271.0K
Event2026-03-31
Filed2026-04-06
LYV
1.47%LIVE NATION ENTERTAINMENT IN
Shares121.4K
Event2026-03-31
Filed2026-04-06
MMC
2.84%Marsh
Shares105.5K
Event2026-03-31
Filed2026-04-06
DELL
19.45%DELL TECHNOLOGIES -C
Shares111.2K
Event2026-03-31
Filed2026-04-06
BKNG
2.37%BOOKING HOLDINGS INC
Shares4.3K
Event2026-03-31
Filed2026-04-06
LMT
-1.53%LOCKHEED MARTIN CORP
Shares30.0K
Event2026-03-31
Filed2026-04-06
LLY
1.86%ELI LILLY & CO
Shares19.7K
Event2026-03-31
Filed2026-04-06
VTI
-1.16%VANGUARD TOTAL STOCK MKT ETF
Shares56.2K
Event2026-03-31
Filed2026-04-06
GVI
3.65%ISHARES INTERMEDIATE GOVERNM
Shares167.4K
Event2026-03-31
Filed2026-04-06
SPGI
0.26%S&P GLOBAL INC
Shares42.0K
Event2026-03-31
Filed2026-04-06
SYK
0.27%STRYKER CORP
Shares53.7K
Event2026-03-31
Filed2026-04-06
CSCO
-0.19%CISCO SYSTEMS INC
Shares224.5K
Event2026-03-31
Filed2026-04-06
AGG
2.60%ISHARES CORE U.S. AGGREGATE
Shares174.6K
Event2026-03-31
Filed2026-04-06
HON
-1.66%HONEYWELL INTERNATIONAL INC
Shares75.6K
Event2026-03-31
Filed2026-04-06
CB
1.42%CHUBB LTD
Shares52.3K
Event2026-03-31
Filed2026-04-06
EME
0.42%EMCOR GROUP INC
Shares22.4K
Event2026-03-31
Filed2026-04-06
VEU
12.10%VANGUARD FTSE ALL-WORLD EX-U
Shares216.4K
Event2026-03-31
Filed2026-04-06
ACCENTURE PLC-CL A
6.36%ACCENTURE PLC-CL A
Shares81.6K
Event2026-03-31
Filed2026-04-06
PEP
1.03%PEPSICO INC
Shares103.1K
Event2026-03-31
Filed2026-04-06
VIG
2.30%VANGUARD DIVIDEND APPREC ETF
Shares73.5K
Event2026-03-31
Filed2026-04-06
BRK.A
0.00%BERKSHIRE HATHAWAY INC-CL A
Shares22
Event2026-03-31
Filed2026-04-06
IQV
-3.45%IQVIA HOLDINGS INC
Shares90.5K
Event2026-03-31
Filed2026-04-06
ADP
2.09%AUTOMATIC DATA PROCESSING
Shares73.5K
Event2026-03-31
Filed2026-04-06
J
1.17%JACOBS SOLUTIONS INC
Shares114.5K
Event2026-03-31
Filed2026-04-06
VRSK
1.53%VERISK ANALYTICS INC
Shares74.4K
Event2026-03-31
Filed2026-04-06
ABT
-0.75%ABBOTT LABORATORIES
Shares136.5K
Event2026-03-31
Filed2026-04-06
BLACKSTONE INC
-2.63%BLACKSTONE INC
Shares117.2K
Event2026-03-31
Filed2026-04-06
BAC
-0.12%BANK OF AMERICA CORP
Shares275.5K
Event2026-03-31
Filed2026-04-06
DIS
4.76%WALT DISNEY CO/THE
Shares138.8K
Event2026-03-31
Filed2026-04-06
CRM
1.13%SALESFORCE INC
Shares71.3K
Event2026-03-31
Filed2026-04-06
WSO
0.62%WATSCO INC
Shares36.3K
Event2026-03-31
Filed2026-04-06
MDLZ
-1.64%MONDELEZ INTERNATIONAL INC-A
Shares217.6K
Event2026-03-31
Filed2026-04-06
BERKSHIRE HATHAWAY INC-CL B
-2.81%BERKSHIRE HATHAWAY INC-CL B
Shares25.8K
Event2026-03-31
Filed2026-04-06
WM
-0.99%WASTE MANAGEMENT INC
Shares52.8K
Event2026-03-31
Filed2026-04-06
MCD
0.43%MCDONALD'S CORP
Shares38.3K
Event2026-03-31
Filed2026-04-06
PG
1.98%PROCTER & GAMBLE CO/THE
Shares81.3K
Event2026-03-31
Filed2026-04-06
TE CONNECTIVITY PLC
-0.25%TE CONNECTIVITY PLC
Shares55.6K
Event2026-03-31
Filed2026-04-06
FDX
4.01%FEDEX CORP
Shares31.7K
Event2026-03-31
Filed2026-04-06
AMT
-0.05%AMERICAN TOWER CORP
Shares64.3K
Event2026-03-31
Filed2026-04-06
HAS
0.92%HASBRO INC
Shares116.8K
Event2026-03-31
Filed2026-04-06
EFA
-0.62%ISHARES MSCI EAFE ETF
Shares111.4K
Event2026-03-31
Filed2026-04-06
APTIV PLC
-0.44%APTIV PLC
Shares151.4K
Event2026-03-31
Filed2026-04-06
ADBE
9.79%ADOBE INC
Shares41.7K
Event2026-03-31
Filed2026-04-06
VZ
-0.02%VERIZON COMMUNICATIONS INC
Shares200.3K
Event2026-03-31
Filed2026-04-06
XOM
0.84%EXXON MOBIL CORP
Shares58.4K
Event2026-03-31
Filed2026-04-06
BR
4.91%BROADRIDGE FINANCIAL SOLUTIO
Shares60.3K
Event2026-03-31
Filed2026-04-06
VCSH
0.46%VANGUARD S/T CORP BOND ETF
Shares110.7K
Event2026-03-31
Filed2026-04-06
BDX
-7.70%BECTON DICKINSON AND CO
Shares55.7K
Event2026-03-31
Filed2026-04-06
XLF
41.36%State Street Financial Select S
Shares174.8K
Event2026-03-31
Filed2026-04-06
PFE
-1.88%PFIZER INC
Shares301.4K
Event2026-03-31
Filed2026-04-06
IVV
1.66%ISHARES CORE S&P 500 ETF
Shares12.6K
Event2026-03-31
Filed2026-04-06
MEDTRONIC PLC
-1.38%MEDTRONIC PLC
Shares91.2K
Event2026-03-31
Filed2026-04-06
VO
-0.51%VANGUARD MID-CAP ETF
Shares25.9K
Event2026-03-31
Filed2026-04-06
ELF
23.04%ELF BEAUTY INC
Shares121.6K
Event2026-03-31
Filed2026-04-06
GXO
1.71%GXO LOGISTICS INC
Shares140.9K
Event2026-03-31
Filed2026-04-06
IFF
13.16%INTL FLAVORS & FRAGRANCES
Shares99.6K
Event2026-03-31
Filed2026-04-06
ALPHABET INC-CL C
0.60%ALPHABET INC-CL C
Shares25.1K
Event2026-03-31
Filed2026-04-06
ZTS
6.96%ZOETIS INC
Shares59.0K
Event2026-03-31
Filed2026-04-06
ABBV
-1.65%ABBVIE INC
Shares29.8K
Event2026-03-31
Filed2026-04-06
IYF
-3.26%ISHARES US FINANCIALS ETF
Shares54.6K
Event2026-03-31
Filed2026-04-06
CPRT
-0.25%COPART INC
Shares158.5K
Event2026-03-31
Filed2026-04-06
VB
-0.10%VANGUARD SMALL-CAP ETF
Shares19.3K
Event2026-03-31
Filed2026-04-06
VV
-1.11%VANGUARD LARGE-CAP ETF
Shares15.8K
Event2026-03-31
Filed2026-04-06
MERCK & CO. INC.
18.72%MERCK & CO. INC.
Shares34.4K
Event2026-03-31
Filed2026-04-06
IBM
2.49%INTL BUSINESS MACHINES CORP
Shares16.7K
Event2026-03-31
Filed2026-04-06
AMGN
0.40%AMGEN INC
Shares11.2K
Event2026-03-31
Filed2026-04-06
FIS
-5.97%FIDELITY NATIONAL INFO SERV
Shares82.8K
Event2026-03-31
Filed2026-04-06
DE
0.00%DEERE & CO
Shares6.6K
Event2026-03-31
Filed2026-04-06
SRAD
86.76%SPORTRADAR GROUP AG-A
Shares217.8K
Event2026-03-31
Filed2026-04-06
DFUV
0.00%DIMENSIONAL US MARKETWIDE VA
Shares75.1K
Event2026-03-31
Filed2026-04-06
XLE
0.44%State Street Energy Select Sect
Shares57.3K
Event2026-03-31
Filed2026-04-06
CMCSA
-1.28%COMCAST CORP-CLASS A
Shares115.1K
Event2026-03-31
Filed2026-04-06
IWV
-6.62%ISHARES RUSSELL 3000 ETF
Shares8.6K
Event2026-03-31
Filed2026-04-06
ORCL
8.10%ORACLE CORP
Shares21.1K
Event2026-03-31
Filed2026-04-06
CTSH
-2.97%COGNIZANT TECH SOLUTIONS-A
Shares49.0K
Event2026-03-31
Filed2026-04-06
CAT
0.10%CATERPILLAR INC
Shares4.1K
Event2026-03-31
Filed2026-04-06
T
-0.35%AT&T INC
Shares98.8K
Event2026-03-31
Filed2026-04-06
GENERAL DYNAMICS CORP
-11.81%GENERAL DYNAMICS CORP
Shares8.3K
Event2026-03-31
Filed2026-04-06
INVESCO S&P 500 EQUAL WEIGHT
6.20%INVESCO S&P 500 EQUAL WEIGHT
Shares13.6K
Event2026-03-31
Filed2026-04-06
SCHP
-1.23%SCHWAB U.S. TIPS ETF
Shares97.7K
Event2026-03-31
Filed2026-04-06
CVX
9.42%CHEVRON CORP
Shares12.5K
Event2026-03-31
Filed2026-04-06
HEI.A
-0.74%HEICO CORP-CLASS A
Shares11.3K
Event2026-03-31
Filed2026-04-06
VEA
0.00%VANGUARD FTSE DEVELOPED ETF
Shares35.2K
Event2026-03-31
Filed2026-04-06
UNP
-2.67%UNION PACIFIC CORP
Shares9.0K
Event2026-03-31
Filed2026-04-06
DVY
-3.18%ISHARES SELECT DIVIDEND ETF
Shares14.0K
Event2026-03-31
Filed2026-04-06
KO
1.39%COCA-COLA CO/THE
Shares27.1K
Event2026-03-31
Filed2026-04-06
GE AEROSPACE COM
17.37%GE AEROSPACE COM
Shares7.1K
Event2026-03-31
Filed2026-04-06
VTV
-5.49%VANGUARD VALUE ETF
Shares9.9K
Event2026-03-31
Filed2026-04-06
ROP
-1.67%ROPER TECHNOLOGIES INC
Shares5.4K
Event2026-03-31
Filed2026-04-06
PYPL
-34.56%PAYPAL HOLDINGS INC
Shares41.5K
Event2026-03-31
Filed2026-04-06
AES
-56.65%AES CORP
Shares132.0K
Event2026-03-31
Filed2026-04-06
MS
-1.74%MORGAN STANLEY
Shares10.8K
Event2026-03-31
Filed2026-04-06
GLD
8.87%SPDR GOLD SHARES
Shares4.1K
Event2026-03-31
Filed2026-04-06
GEV
19.96%GE VERNOVA INC
Shares2.0K
Event2026-03-31
Filed2026-04-06
TIP
-17.16%ISHARES TIPS BOND ETF
Shares13.2K
Event2026-03-31
Filed2026-04-06
BND
0.00%VANGUARD TOTAL BOND MARKET
Shares19.1K
Event2026-03-31
Filed2026-04-06
PNC
9.84%PNC FINANCIAL SERVICES GROUP
Shares6.7K
Event2026-03-31
Filed2026-04-06
ORLY
0.00%O'REILLY AUTOMOTIVE INC
Shares15.1K
Event2026-03-31
Filed2026-04-06
CSX
-2.10%CSX CORP
Shares33.3K
Event2026-03-31
Filed2026-04-06
SYY
-7.83%SYSCO CORP
Shares17.6K
Event2026-03-31
Filed2026-04-06
VWO
-5.79%VANGUARD FTSE EMERGING MARKE
Shares22.5K
Event2026-03-31
Filed2026-04-06
SCHX
NewSCHWAB US LARGE-CAP ETF
Shares46.8K
Event2026-03-31
Filed2026-04-06
AXP
0.56%AMERICAN EXPRESS CO
Shares4.0K
Event2026-03-31
Filed2026-04-06
ACM
9.79%AECOM
Shares13.5K
Event2026-03-31
Filed2026-04-06
DFAC
0.00%DIMENSIONAL US CORE EQUITY 2
Shares28.4K
Event2026-03-31
Filed2026-04-06
PAYX
-4.00%PAYCHEX INC
Shares11.7K
Event2026-03-31
Filed2026-04-06
THE CIGNA GROUP
-28.00%THE CIGNA GROUP
Shares3.8K
Event2026-03-31
Filed2026-04-06
INTC
-0.38%INTEL CORP
Shares22.9K
Event2026-03-31
Filed2026-04-06
SO
41.33%SOUTHERN CO/THE
Shares10.4K
Event2026-03-31
Filed2026-04-06
INVESCO QQQ TRUST SERIES 1
42.94%INVESCO QQQ TRUST SERIES 1
Shares1.7K
Event2026-03-31
Filed2026-04-06
CL
4.79%COLGATE-PALMOLIVE CO
Shares11.6K
Event2026-03-31
Filed2026-04-06
VNQ
2.69%VANGUARD REAL ESTATE ETF
Shares10.7K
Event2026-03-31
Filed2026-04-06
WFC
12.00%WELLS FARGO & CO
Shares11.9K
Event2026-03-31
Filed2026-04-06
MA
-3.43%MASTERCARD INC - A
Shares1.9K
Event2026-03-31
Filed2026-04-06
HYG
-2.66%ISHARES IBOXX HIGH YLD CORP
Shares11.8K
Event2026-03-31
Filed2026-04-06
BMY
-1.18%BRISTOL-MYERS SQUIBB CO
Shares15.3K
Event2026-03-31
Filed2026-04-06
QUAL
0.00%ISHARES MSCI USA QUALITY FAC
Shares4.8K
Event2026-03-31
Filed2026-04-06
AFL
40.30%AFLAC INC
Shares8.3K
Event2026-03-31
Filed2026-04-06
DUKE ENERGY CORP
-2.99%DUKE ENERGY CORP
Shares6.7K
Event2026-03-31
Filed2026-04-06
EFV
284.30%ISHARES MSCI EAFE VALUE ETF
Shares11.6K
Event2026-03-31
Filed2026-04-06
ED
-4.95%CONSOLIDATED EDISON INC
Shares7.6K
Event2026-03-31
Filed2026-04-06
DHR
-0.92%DANAHER CORP
Shares4.5K
Event2026-03-31
Filed2026-04-06
EFG
18.74%ISHARES MSCI EAFE GROWTH ETF
Shares7.6K
Event2026-03-31
Filed2026-04-06
GS
9.59%GOLDMAN SACHS GROUP INC
Shares983
Event2026-03-31
Filed2026-04-06
SPSM
NewSPDR PORTFOLIO S&P 600 SMALL
Shares16.7K
Event2026-03-31
Filed2026-04-06
PM
-0.27%PHILIP MORRIS INTERNATIONAL
Shares4.9K
Event2026-03-31
Filed2026-04-06
SBUX
-0.64%STARBUCKS CORP
Shares8.9K
Event2026-03-31
Filed2026-04-06
STT
8.72%STATE STREET CORP
Shares6.2K
Event2026-03-31
Filed2026-04-06
NOC
4.55%NORTHROP GRUMMAN CORP
Shares1.1K
Event2026-03-31
Filed2026-04-06
XLV
-4.03%State Street Health Care Select
Shares5.3K
Event2026-03-31
Filed2026-04-06
LOW
-13.06%LOWE'S COS INC
Shares3.3K
Event2026-03-31
Filed2026-04-06
YUM
-0.06%YUM BRANDS INC
Shares5.0K
Event2026-03-31
Filed2026-04-06
TGT
28.20%TARGET CORP
Shares6.2K
Event2026-03-31
Filed2026-04-06
SMLF
0.00%ISHARES US SMALLCAP EQUITY F
Shares10.0K
Event2026-03-31
Filed2026-04-06
DFAT
0.00%DIMENSIONAL US TARGET VALUE
Shares12.0K
Event2026-03-31
Filed2026-04-06
COP
4.20%CONOCOPHILLIPS
Shares5.5K
Event2026-03-31
Filed2026-04-06
CVS
39.22%CVS HEALTH CORP
Shares10.1K
Event2026-03-31
Filed2026-04-06
EATON CORP PLC
12.60%EATON CORP PLC
Shares2.0K
Event2026-03-31
Filed2026-04-06
CMI
-0.99%CUMMINS INC
Shares1.3K
Event2026-03-31
Filed2026-04-06
EXR
0.00%EXTRA SPACE STORAGE INC
Shares5.2K
Event2026-03-31
Filed2026-04-06
NVS
-1.67%NOVARTIS AG-SPONSORED ADR
Shares4.5K
Event2026-03-31
Filed2026-04-06
CARR
10.57%CARRIER GLOBAL CORP
Shares12.0K
Event2026-03-31
Filed2026-04-06
FTCS
0.00%FIRST TRUST CAPITAL STRENGTH
Shares7.3K
Event2026-03-31
Filed2026-04-06
TSM
-3.41%TAIWAN SEMICONDUCTOR-SP ADR
Shares2.0K
Event2026-03-31
Filed2026-04-06
NVR
0.00%NVR INC
Shares100
Event2026-03-31
Filed2026-04-06
EMR
8.53%EMERSON ELECTRIC CO
Shares5.0K
Event2026-03-31
Filed2026-04-06
XLK
-16.73%State Street Technology Select
Shares4.9K
Event2026-03-31
Filed2026-04-06
WAT
NewWATERS CORP
Shares2.1K
Event2026-03-31
Filed2026-04-06
MCHP
-1.31%MICROCHIP TECHNOLOGY INC
Shares9.6K
Event2026-03-31
Filed2026-04-06
MMM
29.00%3M CO
Shares4.2K
Event2026-03-31
Filed2026-04-06
SHEL
-9.56%SHELL PLC-ADR
Shares6.4K
Event2026-03-31
Filed2026-04-06
XLI
-1.08%State Street Industrial Select
Shares3.7K
Event2026-03-31
Filed2026-04-06
HIG
0.00%HARTFORD INSURANCE GROUP INC
Shares4.3K
Event2026-03-31
Filed2026-04-06
MAR
0.00%MARRIOTT INTERNATIONAL -CL A
Shares1.8K
Event2026-03-31
Filed2026-04-06
STIP
-0.96%ISHARES 0-5 YEAR TIPS BOND E
Shares5.6K
Event2026-03-31
Filed2026-04-06
ISHARES GOLD TRUST
-13.32%ISHARES GOLD TRUST
Shares6.5K
Event2026-03-31
Filed2026-04-06
IRM
0.00%IRON MOUNTAIN INC
Shares5.6K
Event2026-03-31
Filed2026-04-06
AMAT
-1.85%APPLIED MATERIALS INC
Shares1.6K
Event2026-03-31
Filed2026-04-06
COF
-0.13%CAPITAL ONE FINANCIAL CORP
Shares3.1K
Event2026-03-31
Filed2026-04-06
NSC
-1.89%NORFOLK SOUTHERN CORP
Shares1.9K
Event2026-03-31
Filed2026-04-06
GLDM
9.36%SPDR GOLD MINISHARES TRUST
Shares5.8K
Event2026-03-31
Filed2026-04-06
IWS
-14.35%ISHARES RUSSELL MID-CAP VALU
Shares3.7K
Event2026-03-31
Filed2026-04-06
MPC
0.00%MARATHON PETROLEUM CORP COM
Shares2.2K
Event2026-03-31
Filed2026-04-06
BSX
0.00%BOSTON SCIENTIFIC CORP
Shares8.3K
Event2026-03-31
Filed2026-04-06
QQQM
6.24%INVESCO NASDAQ 100 ETF
Shares2.1K
Event2026-03-31
Filed2026-04-06
HELO
NewJP Morgan Hedged Equity Laddere
Shares7.5K
Event2026-03-31
Filed2026-04-06
TD
-5.52%TORONTO-DOMINION BANK
Shares5.2K
Event2026-03-31
Filed2026-04-06
VUG
0.00%VANGUARD GROWTH ETF
Shares1.1K
Event2026-03-31
Filed2026-04-06
MO
-0.19%ALTRIA GROUP INC
Shares7.3K
Event2026-03-31
Filed2026-04-06
KMB
-0.32%KIMBERLY-CLARK CORP
Shares4.9K
Event2026-03-31
Filed2026-04-06
ECL
0.00%ECOLAB INC
Shares1.8K
Event2026-03-31
Filed2026-04-06
EEM
-3.66%ISHARES MSCI EMERGING MARKET
Shares8.3K
Event2026-03-31
Filed2026-04-06
TXT
-0.41%TEXTRON INC
Shares5.4K
Event2026-03-31
Filed2026-04-06
LHX
-0.07%L3HARRIS TECHNOLOGIES INC
Shares1.3K
Event2026-03-31
Filed2026-04-06
APD
-4.69%AIR PRODUCTS & CHEMICALS INC
Shares1.6K
Event2026-03-31
Filed2026-04-06
DFAS
0.00%DIMENSIONAL US SMALL CAP ETF
Shares6.4K
Event2026-03-31
Filed2026-04-06
TRMB
0.00%TRIMBLE INC
Shares7.0K
Event2026-03-31
Filed2026-04-06
L
0.00%LOEWS CORP
Shares4.2K
Event2026-03-31
Filed2026-04-06
JEPI
NewJPMORGAN EQUITY PREMIUM INCO
Shares7.8K
Event2026-03-31
Filed2026-04-06
UNH
19.10%UNITEDHEALTH GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-04-06
GUNR
0.00%FLEXSHARES GLOBAL UPSTREAM N
Shares7.9K
Event2026-03-31
Filed2026-04-06
TT
41.38%TRANE TECHNOLOGIES PLC
Shares1.0K
Event2026-03-31
Filed2026-04-06
ES
2.17%EVERSOURCE ENERGY
Shares6.1K
Event2026-03-31
Filed2026-04-06
SCHM
NewSCHWAB US MID CAP ETF
Shares13.5K
Event2026-03-31
Filed2026-04-06
VTWO
0.00%VANGUARD RUSSELL 2000 ETF
Shares4.2K
Event2026-03-31
Filed2026-04-06
BA
67.89%BOEING CO/THE
Shares2.1K
Event2026-03-31
Filed2026-04-06
OMC
5.68%OMNICOM GROUP
Shares5.5K
Event2026-03-31
Filed2026-04-06
TRV
-0.07%TRAVELERS COS INC/THE
Shares1.4K
Event2026-03-31
Filed2026-04-06
SPMD
NewSPDR PORTFOLIO S&P 400 MID C
Shares7.0K
Event2026-03-31
Filed2026-04-06
AER
0.00%AERCAP HOLDINGS NV
Shares3.0K
Event2026-03-31
Filed2026-04-06
AKAM
-17.69%AKAMAI TECHNOLOGIES INC
Shares3.5K
Event2026-03-31
Filed2026-04-06
IWD
0.00%ISHARES RUSSELL 1000 VALUE E
Shares1.9K
Event2026-03-31
Filed2026-04-06
CITIGROUP INC
16.05%CITIGROUP INC
Shares3.4K
Event2026-03-31
Filed2026-04-06
UPS
19.68%UNITED PARCEL SERVICE-CL B
Shares3.9K
Event2026-03-31
Filed2026-04-06
ENB
9.02%ENBRIDGE INC
Shares6.9K
Event2026-03-31
Filed2026-04-06
NKE
-1.13%NIKE INC -CL B
Shares6.9K
Event2026-03-31
Filed2026-04-06
KMI
-6.39%KINDER MORGAN INC
Shares10.7K
Event2026-03-31
Filed2026-04-06
RSG
-0.80%REPUBLIC SERVICES INC
Shares1.6K
Event2026-03-31
Filed2026-04-06
URI
-6.61%UNITED RENTALS INC
Shares466
Event2026-03-31
Filed2026-04-06
PSX
0.00%PHILLIPS 66
Shares1.9K
Event2026-03-31
Filed2026-04-06
ALL
0.00%ALLSTATE CORP
Shares1.6K
Event2026-03-31
Filed2026-04-06
SHM
0.00%State Street SPDR Nuveen Ice Sh
Shares7.0K
Event2026-03-31
Filed2026-04-06
OTIS
-1.26%OTIS WORLDWIDE CORP
Shares4.3K
Event2026-03-31
Filed2026-04-06
USMV
0.00%ISHARES MSCI USA MIN VOL FAC
Shares3.6K
Event2026-03-31
Filed2026-04-06
AMD
1.24%ADVANCED MICRO DEVICES
Shares1.6K
Event2026-03-31
Filed2026-04-06
LINDE PLC
-0.45%LINDE PLC
Shares660
Event2026-03-31
Filed2026-04-06
SPYM
NewState Street SPDR Portfolio S&P
Shares4.2K
Event2026-03-31
Filed2026-04-06
LAM RESEARCH CORP
-8.33%LAM RESEARCH CORP
Shares1.5K
Event2026-03-31
Filed2026-04-06
FTNT
0.00%FORTINET INC
Shares3.8K
Event2026-03-31
Filed2026-04-06
QCOM
28.63%QUALCOMM INC
Shares2.4K
Event2026-03-31
Filed2026-04-06
HOLX
7.92%HOLOGIC INC
Shares4.0K
Event2026-03-31
Filed2026-04-06
IWF
0.00%ISHARES RUSSELL 1000 GROWTH
Shares697
Event2026-03-31
Filed2026-04-06
AEP
-1.47%AMERICAN ELECTRIC POWER
Shares2.2K
Event2026-03-31
Filed2026-04-06
CASY
1.30%CASEY'S GENERAL STORES INC
Shares390
Event2026-03-31
Filed2026-04-06
Calamos Market Neutral Income F
NewCalamos Market Neutral Income F
Shares17.6K
Event2026-03-31
Filed2026-04-06
IBTH
0.00%ISHARES IBONDS DEC 2027 TERM
Shares12.3K
Event2026-03-31
Filed2026-04-06
TXN
-7.33%TEXAS INSTRUMENTS INC
Shares1.4K
Event2026-03-31
Filed2026-04-06
SPG
0.00%SIMON PROPERTY GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-04-06
EFX
0.00%EQUIFAX INC
Shares1.5K
Event2026-03-31
Filed2026-04-06
SLF
0.00%SUN LIFE FINANCIAL INC
Shares4.2K
Event2026-03-31
Filed2026-04-06
ABBNY
0.00%Abb ADR Representing One
Shares3.3K
Event2026-03-31
Filed2026-04-06
JPIE
0.00%JPMORGAN INCOME ETF
Shares5.3K
Event2026-03-31
Filed2026-04-06
XLP
-18.25%State Street Cons Staples Sel S
Shares2.9K
Event2026-03-31
Filed2026-04-06
VRTX
-26.84%VERTEX PHARMACEUTICALS INC
Shares537
Event2026-03-31
Filed2026-04-06
MARVELL TECHNOLOGY INC
-13.28%MARVELL TECHNOLOGY INC
Shares2.4K
Event2026-03-31
Filed2026-04-06
GEHC
9.56%GE HEALTHCARE TECHNOLOGY
Shares3.3K
Event2026-03-31
Filed2026-04-06
MSI
-2.91%MOTOROLA SOLUTIONS INC
Shares534
Event2026-03-31
Filed2026-04-06
AWK
0.00%AMERICAN WATER WORKS CO INC
Shares1.7K
Event2026-03-31
Filed2026-04-06
MRNA
NewMODERNA INC
Shares4.4K
Event2026-03-31
Filed2026-04-06
CTVA
NewCORTEVA INC
Shares2.7K
Event2026-03-31
Filed2026-04-06
BLDR
-4.66%BUILDERS FIRSTSOURCE INC
Shares2.7K
Event2026-03-31
Filed2026-04-06
NFLX
NewNETFLIX INC
Shares2.3K
Event2026-03-31
Filed2026-04-06
WELL
-33.13%WELLTOWER INC
Shares1.1K
Event2026-03-31
Filed2026-04-06
AXON
0.00%AXON ENTERPRISE INC
Shares510
Event2026-03-31
Filed2026-04-06
SCHE
0.00%SCHWAB EMRG MRKTS EQTY ETF
Shares6.4K
Event2026-03-31
Filed2026-04-06
DOV
NewDOVER CORP
Shares1.0K
Event2026-03-31
Filed2026-04-06
MDGL
-5.71%Madrigal Pharmaceuticals Inc
Shares396
Event2026-03-31
Filed2026-04-06
VRT
NewVERTIV HOLDINGS CO-A
Shares817
Event2026-03-31
Filed2026-04-06
IBTJ
0.00%ISHARES IBONDS DEC 2029 TERM
Shares9.4K
Event2026-03-31
Filed2026-04-06
XNTK
-8.57%SPDR NYSE TECHNOLOGY ETF
Shares800
Event2026-03-31
Filed2026-04-06
GIS
1.23%GENERAL MILLS INC
Shares5.4K
Event2026-03-31
Filed2026-04-06
Federal Home Loan Banks 4.125
NewFederal Home Loan Banks 4.125
Shares200.0K
Event2026-03-31
Filed2026-04-06
Easton Mass Go Mun Purp 4.00 0
NewEaston Mass Go Mun Purp 4.00 0
Shares50.0K
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