The Analysis of Wedmont Private Capital's Holdings & P&L


Currently, Wedmont Private Capital holds 838 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in VEA (+432.2K shares, valued at $29.3M), N/A (+53.2K shares, valued at $16.7M), VTI (+49.4K shares, valued at $16.5M); decreased their positions in ORCL (-19.2K shares, valued at $2.8M), N/A (-8.5K shares, valued at $2.1M), MSFT (-4.1K shares, valued at $1.5M); initiated new positions in HNGE (+133.3K shares, valued at $5.1M), N/A (+5.8K shares, valued at $1.2M), PKW (+7.0K shares, valued at $959.6K).


1M P&L
+77.1M+2.64%
3M P&L
-56.0M-1.84%
HY P&L
+108.1M+3.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.8B
65.8%
2Semiconductors111.2M
4.0%
3Software - Infrastructure96.5M
3.5%

Top Industries by Stock Count

1N/A231 stocks
29.7%
2Software - Application25 stocks
3.2%
3Banks - Regional21 stocks
2.7%
Stock Holdings
VEA
VANGUARD TAX-MANAGED FDS
10.03%
Shares4.7M
Event2026-03-31
Filed2026-04-09
VWO
VANGUARD INTL EQUITY INDEX F
8.38%
Shares3.3M
Event2026-03-31
Filed2026-04-09
VTI
VANGUARD INDEX FDS
11.60%
Shares475.3K
Event2026-03-31
Filed2026-04-09
VANGUARD INDEX FDS
VANGUARD INDEX FDS
3.35%
Shares194.1K
Event2026-03-31
Filed2026-04-09
IEFA
ISHARES TR
4.49%
Shares1.2M
Event2026-03-31
Filed2026-04-09
VTC
VANGUARD SCOTTSDALE FDS
17.86%
Shares1.4M
Event2026-03-31
Filed2026-04-09
GOVT
ISHARES TR
14.24%
Shares4.4M
Event2026-03-31
Filed2026-04-09
NVDA
NVIDIA CORPORATION
-1.24%
Shares452.5K
Event2026-03-31
Filed2026-04-09
VTEB
VANGUARD MUN BD FDS
20.08%
Shares1.6M
Event2026-03-31
Filed2026-04-09
AAPL
APPLE INC
0.89%
Shares285.4K
Event2026-03-31
Filed2026-04-09
IEMG
ISHARES INC
3.42%
Shares896.1K
Event2026-03-31
Filed2026-04-09
MUB
ISHARES TR
1.48%
Shares472.5K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
ALPHABET INC
49.99%
Shares159.6K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
ALPHABET INC
39.86%
Shares148.3K
Event2026-03-31
Filed2026-04-09
MSFT
MICROSOFT CORP
-3.71%
Shares106.2K
Event2026-03-31
Filed2026-04-09
AMZN
AMAZON COM INC
3.00%
Shares169.4K
Event2026-03-31
Filed2026-04-09
PLTR
PALANTIR TECHNOLOGIES INC
0.72%
Shares265.4K
Event2026-03-31
Filed2026-04-09
BNDX
VANGUARD CHARLOTTE FDS
9.07%
Shares682.4K
Event2026-03-31
Filed2026-04-09
META
META PLATFORMS INC
1.15%
Shares47.6K
Event2026-03-31
Filed2026-04-09
VSS
VANGUARD INTL EQUITY INDEX F
-3.19%
Shares180.9K
Event2026-03-31
Filed2026-04-09
SCHF
SCHWAB STRATEGIC TR
0.15%
Shares1.0M
Event2026-03-31
Filed2026-04-09
BROADCOM INC
BROADCOM INC
-1.24%
Shares76.6K
Event2026-03-31
Filed2026-04-09
INVESCO QQQ TR
INVESCO QQQ TR
40.35%
Shares37.0K
Event2026-03-31
Filed2026-04-09
VTEC
VANGUARD CALIF TAX FREE FDS
21.55%
Shares194.6K
Event2026-03-31
Filed2026-04-09
TSLA
TESLA INC
2.28%
Shares56.0K
Event2026-03-31
Filed2026-04-09
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
1.17%
Shares37.4K
Event2026-03-31
Filed2026-04-09
USHY
ISHARES TR
9.24%
Shares482.7K
Event2026-03-31
Filed2026-04-09
VO
VANGUARD INDEX FDS
7.23%
Shares59.1K
Event2026-03-31
Filed2026-04-09
VB
VANGUARD INDEX FDS
4.24%
Shares60.1K
Event2026-03-31
Filed2026-04-09
JPM
JPMORGAN CHASE & CO
5.81%
Shares50.6K
Event2026-03-31
Filed2026-04-09
SPY
STATE STR SPDR S&P 500 ETF T
5.96%
Shares22.3K
Event2026-03-31
Filed2026-04-09
VEU
VANGUARD INTL EQUITY INDEX F
101.81%
Shares189.6K
Event2026-03-31
Filed2026-04-09
LLY
ELI LILLY & CO
2.09%
Shares14.8K
Event2026-03-31
Filed2026-04-09
SCHB
SCHWAB STRATEGIC TR
7.38%
Shares540.0K
Event2026-03-31
Filed2026-04-09
VYMI
VANGUARD WHITEHALL FDS
-0.16%
Shares138.0K
Event2026-03-31
Filed2026-04-09
GEV
GE VERNOVA INC
75.64%
Shares13.7K
Event2026-03-31
Filed2026-04-09
SCMB
SCHWAB STRATEGIC TR
0.36%
Shares494.1K
Event2026-03-31
Filed2026-04-09
VTV
VANGUARD INDEX FDS
86.27%
Shares61.1K
Event2026-03-31
Filed2026-04-09
WFC
WELLS FARGO & CO
-9.00%
Shares144.4K
Event2026-03-31
Filed2026-04-09
VV
VANGUARD INDEX FDS
7.72%
Shares39.0K
Event2026-03-31
Filed2026-04-09
VXUS
VANGUARD STAR FDS
9.26%
Shares144.8K
Event2026-03-31
Filed2026-04-09
VIGI
VANGUARD WHITEHALL FDS
-6.51%
Shares127.7K
Event2026-03-31
Filed2026-04-09
AVDV
AMERICAN CENTY ETF TR
0.34%
Shares110.9K
Event2026-03-31
Filed2026-04-09
IVV
ISHARES TR
11.38%
Shares16.1K
Event2026-03-31
Filed2026-04-09
AVUS
AMERICAN CENTY ETF TR
0.35%
Shares92.0K
Event2026-03-31
Filed2026-04-09
NFLX
NETFLIX INC.
-1.92%
Shares106.6K
Event2026-03-31
Filed2026-04-09
XOM
EXXON MOBIL CORP
3.49%
Shares67.7K
Event2026-03-31
Filed2026-04-09
VGT
VANGUARD WORLD FD
5.32%
Shares13.2K
Event2026-03-31
Filed2026-04-09
WMT
WALMART INC
4.53%
Shares76.7K
Event2026-03-31
Filed2026-04-09
ORCL
ORACLE CORP
-22.83%
Shares65.0K
Event2026-03-31
Filed2026-04-09
ABBV
ABBVIE INC
2.72%
Shares43.2K
Event2026-03-31
Filed2026-04-09
SCHE
SCHWAB STRATEGIC TR
-0.20%
Shares264.6K
Event2026-03-31
Filed2026-04-09
AVUV
AMERICAN CENTY ETF TR
0.02%
Shares78.1K
Event2026-03-31
Filed2026-04-09
VT
VANGUARD INTL EQUITY INDEX F
26.61%
Shares59.2K
Event2026-03-31
Filed2026-04-09
JNJ
JOHNSON & JOHNSON
12.15%
Shares34.4K
Event2026-03-31
Filed2026-04-09
IDEV
ISHARES TR
0.00%
Shares93.7K
Event2026-03-31
Filed2026-04-09
V
VISA INC
-4.02%
Shares26.5K
Event2026-03-31
Filed2026-04-09
CMF
ISHARES TR
-9.77%
Shares142.0K
Event2026-03-31
Filed2026-04-09
NEM
NEWMONT CORP
0.42%
Shares65.2K
Event2026-03-31
Filed2026-04-09
IJH
ISHARES TR
3.49%
Shares107.6K
Event2026-03-31
Filed2026-04-09
SCHC
SCHWAB STRATEGIC TR
0.04%
Shares151.1K
Event2026-03-31
Filed2026-04-09
VXF
VANGUARD INDEX FDS
121.43%
Shares33.0K
Event2026-03-31
Filed2026-04-09
COST
COSTCO WHOLESALE CORPORATION
8.23%
Shares6.8K
Event2026-03-31
Filed2026-04-09
ITOT
ISHARES TR
-4.15%
Shares46.3K
Event2026-03-31
Filed2026-04-09
VUG
VANGUARD INDEX FDS
14.25%
Shares14.7K
Event2026-03-31
Filed2026-04-09
CAT
CATERPILLAR INC
3.97%
Shares8.5K
Event2026-03-31
Filed2026-04-09
AMD
ADVANCED MICRO DEVICES INC
12.50%
Shares27.4K
Event2026-03-31
Filed2026-04-09
AVDE
AMERICAN CENTY ETF TR
0.18%
Shares70.9K
Event2026-03-31
Filed2026-04-09
MU
MICRON TECHNOLOGY INC
7.98%
Shares14.7K
Event2026-03-31
Filed2026-04-09
GE AEROSPACE
GE AEROSPACE
-8.29%
Shares18.7K
Event2026-03-31
Filed2026-04-09
VIG
VANGUARD SPECIALIZED FUNDS
0.98%
Shares25.5K
Event2026-03-31
Filed2026-04-09
MA
MASTERCARD INCORPORATED
-6.47%
Shares11.1K
Event2026-03-31
Filed2026-04-09
IJR
ISHARES TR
3.58%
Shares41.4K
Event2026-03-31
Filed2026-04-09
GS
GOLDMAN SACHS GROUP INC
3.92%
Shares5.8K
Event2026-03-31
Filed2026-04-09
AMAT
APPLIED MATLS INC
-2.97%
Shares13.4K
Event2026-03-31
Filed2026-04-09
PM
PHILIP MORRIS INTL INC
0.62%
Shares32.0K
Event2026-03-31
Filed2026-04-09
KO
COCA COLA CO
2.03%
Shares66.6K
Event2026-03-31
Filed2026-04-09
HNGE
HINGE HEALTH INC
New
Shares133.3K
Event2026-03-31
Filed2026-04-09
VBR
VANGUARD INDEX FDS
17.05%
Shares21.1K
Event2026-03-31
Filed2026-04-09
GILD
GILEAD SCIENCES INC
83.65%
Shares32.8K
Event2026-03-31
Filed2026-04-09
VYM
VANGUARD WHITEHALL FDS
14.59%
Shares30.2K
Event2026-03-31
Filed2026-04-09
ADI
ANALOG DEVICES INC
194.54%
Shares13.0K
Event2026-03-31
Filed2026-04-09
BRK.A
BERKSHIRE HATHAWAY INC DEL
-14.29%
Shares6
Event2026-03-31
Filed2026-04-09
LAM RESEARCH CORP
LAM RESEARCH CORP
-32.77%
Shares17.5K
Event2026-03-31
Filed2026-04-09
CSCO
CISCO SYS INC
10.42%
Shares51.5K
Event2026-03-31
Filed2026-04-09
RTX
RTX CORPORATION
6.85%
Shares21.0K
Event2026-03-31
Filed2026-04-09
AVEM
AMERICAN CENTY ETF TR
-9.52%
Shares49.2K
Event2026-03-31
Filed2026-04-09
CVX
CHEVRON CORPORATION
2.31%
Shares21.1K
Event2026-03-31
Filed2026-04-09
IWM
ISHARES TR
18.83%
Shares15.3K
Event2026-03-31
Filed2026-04-09
UNH
UNITEDHEALTH GROUP INC
-13.01%
Shares13.0K
Event2026-03-31
Filed2026-04-09
IVW
ISHARES TR
258.18%
Shares33.0K
Event2026-03-31
Filed2026-04-09
PG
PROCTER & GAMBLE CO
1.80%
Shares27.0K
Event2026-03-31
Filed2026-04-09
VGIT
VANGUARD SCOTTSDALE FDS
3.65%
Shares65.6K
Event2026-03-31
Filed2026-04-09
RVMD
REVOLUTION MEDICINES INC
0.44%
Shares40.2K
Event2026-03-31
Filed2026-04-09
HD
HOME DEPOT INC
-6.56%
Shares11.6K
Event2026-03-31
Filed2026-04-09
DGRW
WISDOMTREE TR
0.62%
Shares42.8K
Event2026-03-31
Filed2026-04-09
AXP
AMERICAN EXPRESS CO
-1.00%
Shares12.2K
Event2026-03-31
Filed2026-04-09
PH
PARKER-HANNIFIN CORP
1.65%
Shares3.9K
Event2026-03-31
Filed2026-04-09
BAC
BANK AMERICA CORP
-2.69%
Shares72.0K
Event2026-03-31
Filed2026-04-09
VGK
VANGUARD INTL EQUITY INDEX F
0.00%
Shares43.0K
Event2026-03-31
Filed2026-04-09
VNQ
VANGUARD INDEX FDS
17.56%
Shares39.6K
Event2026-03-31
Filed2026-04-09
VOT
VANGUARD INDEX FDS
0.84%
Shares13.0K
Event2026-03-31
Filed2026-04-09
T
AT&T INC
2.28%
Shares127.9K
Event2026-03-31
Filed2026-04-09
XLK
SELECT SECTOR SPDR TR
-10.18%
Shares24.4K
Event2026-03-31
Filed2026-04-09
APH
AMPHENOL CORP
1.07%
Shares25.4K
Event2026-03-31
Filed2026-04-09
SCHX
SCHWAB STRATEGIC TR
0.07%
Shares128.7K
Event2026-03-31
Filed2026-04-09
ARISTA NETWORKS INC
ARISTA NETWORKS INC
12.28%
Shares22.9K
Event2026-03-31
Filed2026-04-09
KLAC
KLA CORP
3.41%
Shares1.9K
Event2026-03-31
Filed2026-04-09
VGSH
VANGUARD SCOTTSDALE FDS
-6.07%
Shares55.0K
Event2026-03-31
Filed2026-04-09
SCHG
SCHWAB STRATEGIC TR
0.02%
Shares105.7K
Event2026-03-31
Filed2026-04-09
AVIV
AMERICAN CENTY ETF TR
0.04%
Shares40.9K
Event2026-03-31
Filed2026-04-09
IBM
INTERNATIONAL BUSINESS MACHS
-1.36%
Shares13.2K
Event2026-03-31
Filed2026-04-09
MERCK & CO INC
MERCK & CO INC
9.90%
Shares25.9K
Event2026-03-31
Filed2026-04-09
VOE
VANGUARD INDEX FDS
-4.26%
Shares16.8K
Event2026-03-31
Filed2026-04-09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-1.88%
Shares8.7K
Event2026-03-31
Filed2026-04-09
TJX
TJX COS INC NEW
8.93%
Shares19.6K
Event2026-03-31
Filed2026-04-09
NYF
ISHARES TR
10.93%
Shares58.6K
Event2026-03-31
Filed2026-04-09
CITIGROUP INC
CITIGROUP INC
4.32%
Shares25.3K
Event2026-03-31
Filed2026-04-09
MAR
MARRIOTT INTL INC NEW
130.12%
Shares9.0K
Event2026-03-31
Filed2026-04-09
SCHD
SCHWAB STRATEGIC TR
0.80%
Shares100.5K
Event2026-03-31
Filed2026-04-09
DFAC
DIMENSIONAL ETF TRUST
-16.65%
Shares76.7K
Event2026-03-31
Filed2026-04-09
CRM
SALESFORCE INC
-8.23%
Shares17.4K
Event2026-03-31
Filed2026-04-09
CEG
CONSTELLATION ENERGY CORP
4.24%
Shares10.5K
Event2026-03-31
Filed2026-04-09
APP
APPLOVIN CORP
1.05%
Shares7.6K
Event2026-03-31
Filed2026-04-09
AMGN
AMGEN INC
-1.24%
Shares8.4K
Event2026-03-31
Filed2026-04-09
PWR
QUANTA SVCS INC
1.79%
Shares5.1K
Event2026-03-31
Filed2026-04-09
ISRG
INTUITIVE SURGICAL INC
1.08%
Shares6.3K
Event2026-03-31
Filed2026-04-09
AVES
AMERICAN CENTY ETF TR
-0.11%
Shares46.1K
Event2026-03-31
Filed2026-04-09
ABT
ABBOTT LABORATORIES
-10.81%
Shares27.9K
Event2026-03-31
Filed2026-04-09
VCSH
VANGUARD SCOTTSDALE FDS
-10.01%
Shares35.5K
Event2026-03-31
Filed2026-04-09
SPMO
INVESCO EXCH TRADED FD TR II
-3.77%
Shares23.0K
Event2026-03-31
Filed2026-04-09
CDNS
CADENCE DESIGN SYSTEM INC
3.91%
Shares9.5K
Event2026-03-31
Filed2026-04-09
BOXX
EA SERIES TRUST
58.05%
Shares23.5K
Event2026-03-31
Filed2026-04-09
DGRO
ISHARES TR
0.42%
Shares37.2K
Event2026-03-31
Filed2026-04-09
MCD
MCDONALDS CORP
9.08%
Shares8.6K
Event2026-03-31
Filed2026-04-09
IWV
ISHARES TR
-22.88%
Shares6.8K
Event2026-03-31
Filed2026-04-09
IBIT
ISHARES BITCOIN TRUST ETF
30.75%
Shares64.0K
Event2026-03-31
Filed2026-04-09
NOC
NORTHROP GRUMMAN CORP
3.65%
Shares3.7K
Event2026-03-31
Filed2026-04-09
MS
MORGAN STANLEY
5.90%
Shares14.4K
Event2026-03-31
Filed2026-04-09
EATON CORP PLC
EATON CORP PLC
6.55%
Shares6.6K
Event2026-03-31
Filed2026-04-09
FTC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares15.4K
Event2026-03-31
Filed2026-04-09
BA
BOEING CO
18.14%
Shares11.3K
Event2026-03-31
Filed2026-04-09
BLACKROCK INC
BLACKROCK INC
-9.46%
Shares2.5K
Event2026-03-31
Filed2026-04-09
VONV
VANGUARD SCOTTSDALE FDS
-7.98%
Shares25.3K
Event2026-03-31
Filed2026-04-09
BKNG
BOOKING HOLDINGS INC
2260.82%
Shares13.3K
Event2026-03-31
Filed2026-04-09
SPDW
SPDR INDEX SHS FDS
0.59%
Shares48.6K
Event2026-03-31
Filed2026-04-09
VONG
VANGUARD SCOTTSDALE FDS
-15.95%
Shares20.4K
Event2026-03-31
Filed2026-04-09
HWM
HOWMET AEROSPACE INC
-0.31%
Shares9.0K
Event2026-03-31
Filed2026-04-09
RCL
ROYAL CARIBBEAN GROUP
1.45%
Shares8.0K
Event2026-03-31
Filed2026-04-09
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-18.49%
Shares41.6K
Event2026-03-31
Filed2026-04-09
HON
HONEYWELL INTL INC
4.36%
Shares9.5K
Event2026-03-31
Filed2026-04-09
VPL
VANGUARD INTL EQUITY INDEX F
-8.60%
Shares21.0K
Event2026-03-31
Filed2026-04-09
COP
CONOCOPHILLIPS
10.89%
Shares17.5K
Event2026-03-31
Filed2026-04-09
ESGV
VANGUARD WORLD FD
-3.10%
Shares18.6K
Event2026-03-31
Filed2026-04-09
COF
CAPITAL ONE FINL CORP
10.64%
Shares11.3K
Event2026-03-31
Filed2026-04-09
LOW
LOWES COS INC
1.83%
Shares8.8K
Event2026-03-31
Filed2026-04-09
PSX
PHILLIPS 66
8.85%
Shares12.7K
Event2026-03-31
Filed2026-04-09
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
5.06%
Shares16.2K
Event2026-03-31
Filed2026-04-09
LINDE PLC
LINDE PLC
13.19%
Shares4.3K
Event2026-03-31
Filed2026-04-09
HYMB
SPDR SERIES TRUST
0.03%
Shares84.5K
Event2026-03-31
Filed2026-04-09
THE CIGNA GROUP
THE CIGNA GROUP
1.28%
Shares7.5K
Event2026-03-31
Filed2026-04-09
EFA
ISHARES TR
26.67%
Shares20.4K
Event2026-03-31
Filed2026-04-09
MCK
MCKESSON CORP
0.98%
Shares2.4K
Event2026-03-31
Filed2026-04-09
DE
DEERE & CO
1.37%
Shares3.3K
Event2026-03-31
Filed2026-04-09
SNDK
SANDISK CORP
43.18%
Shares2.5K
Event2026-03-31
Filed2026-04-09
WELL
WELLTOWER INC
2.64%
Shares9.5K
Event2026-03-31
Filed2026-04-09
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
318.54%
Shares9.8K
Event2026-03-31
Filed2026-04-09
CRWD
CROWDSTRIKE HLDGS INC
7.46%
Shares4.5K
Event2026-03-31
Filed2026-04-09
NEE
NEXTERA ENERGY INC
9.63%
Shares20.4K
Event2026-03-31
Filed2026-04-09
SPGI
S&P GLOBAL INC
-14.49%
Shares4.4K
Event2026-03-31
Filed2026-04-09
HYD
VANECK ETF TRUST
-4.65%
Shares37.6K
Event2026-03-31
Filed2026-04-09
UBER
UBER TECHNOLOGIES INC
-2.71%
Shares26.3K
Event2026-03-31
Filed2026-04-09
DFSV
DIMENSIONAL ETF TRUST
3.10%
Shares52.7K
Event2026-03-31
Filed2026-04-09
VCIT
VANGUARD SCOTTSDALE FDS
3.63%
Shares22.8K
Event2026-03-31
Filed2026-04-09
VLO
VALERO ENERGY CORP
1.64%
Shares7.7K
Event2026-03-31
Filed2026-04-09
SCHW
SCHWAB CHARLES CORP
4.62%
Shares18.9K
Event2026-03-31
Filed2026-04-09
HCA
HCA HEALTHCARE INC
1.29%
Shares3.6K
Event2026-03-31
Filed2026-04-09
MSI
MOTOROLA SOLUTIONS INC
6.42%
Shares4.1K
Event2026-03-31
Filed2026-04-09
IDXX
IDEXX LABS INC
3.64%
Shares3.1K
Event2026-03-31
Filed2026-04-09
IAGG
ISHARES TR
0.48%
Shares36.2K
Event2026-03-31
Filed2026-04-09
SMH
VANECK ETF TRUST
-6.87%
Shares4.3K
Event2026-03-31
Filed2026-04-09
DLN
WISDOMTREE TR
0.00%
Shares19.6K
Event2026-03-31
Filed2026-04-09
CTAS
CINTAS CORP
3.18%
Shares10.3K
Event2026-03-31
Filed2026-04-09
CB
CHUBB LTD SWITZ
2.67%
Shares5.4K
Event2026-03-31
Filed2026-04-09
WMB
WILLIAMS COS INC
-1.88%
Shares24.5K
Event2026-03-31
Filed2026-04-09
TDIV
FIRST TR EXCHANGE TRADED FD
0.01%
Shares18.3K
Event2026-03-31
Filed2026-04-09
VTHR
VANGUARD SCOTTSDALE FDS
4.22%
Shares5.8K
Event2026-03-31
Filed2026-04-09
CIEN
CIENA CORP
7.82%
Shares3.5K
Event2026-03-31
Filed2026-04-09
SO
SOUTHERN CO
-2.06%
Shares17.9K
Event2026-03-31
Filed2026-04-09
PEP
PEPSICO INC
9.94%
Shares11.2K
Event2026-03-31
Filed2026-04-09
LMT
LOCKHEED MARTIN CORP
-8.20%
Shares2.8K
Event2026-03-31
Filed2026-04-09
ASML
ASML HLDG NV
-1.22%
Shares1.2K
Event2026-03-31
Filed2026-04-09
AVLV
AMERICAN CENTY ETF TR
0.71%
Shares20.6K
Event2026-03-31
Filed2026-04-09
SSRM
SSR MINING IN
-0.12%
Shares49.0K
Event2026-03-31
Filed2026-04-09
KVUE
KENVUE INC
17.92%
Shares98.8K
Event2026-03-31
Filed2026-04-09
SCHA
SCHWAB STRATEGIC TR
10.24%
Shares55.8K
Event2026-03-31
Filed2026-04-09
FAST
FASTENAL CO
91.67%
Shares35.1K
Event2026-03-31
Filed2026-04-09
INTC
INTEL CORP
36.77%
Shares28.6K
Event2026-03-31
Filed2026-04-09
DIS
DISNEY WALT CO
-4.88%
Shares16.9K
Event2026-03-31
Filed2026-04-09
URI
UNITED RENTALS INC
-2.40%
Shares2.2K
Event2026-03-31
Filed2026-04-09
DFIV
DIMENSIONAL ETF TRUST
39.87%
Shares30.3K
Event2026-03-31
Filed2026-04-09
SMLF
ISHARES TR
0.00%
Shares21.2K
Event2026-03-31
Filed2026-04-09
VBK
VANGUARD INDEX FDS
5.27%
Shares5.2K
Event2026-03-31
Filed2026-04-09
VZ
VERIZON COMMUNICATIONS INC
12.53%
Shares34.2K
Event2026-03-31
Filed2026-04-09
CL
COLGATE PALMOLIVE CO
16.58%
Shares19.2K
Event2026-03-31
Filed2026-04-09
BSVO
EA SERIES TRUST
-0.63%
Shares60.5K
Event2026-03-31
Filed2026-04-09
AMP
AMERIPRISE FINL INC
-3.62%
Shares3.5K
Event2026-03-31
Filed2026-04-09
PANW
PALO ALTO NETWORKS INC
-4.60%
Shares9.1K
Event2026-03-31
Filed2026-04-09
BND
VANGUARD BD INDEX FDS
-15.36%
Shares21.4K
Event2026-03-31
Filed2026-04-09
GLW
CORNING INC
26.81%
Shares9.5K
Event2026-03-31
Filed2026-04-09
SBUX
STARBUCKS CORP
11.86%
Shares16.0K
Event2026-03-31
Filed2026-04-09
MPWR
MONOLITHIC PWR SYS INC
6.97%
Shares1.2K
Event2026-03-31
Filed2026-04-09
IAUM
ISHARES GOLD TR
-44.66%
Shares32.8K
Event2026-03-31
Filed2026-04-09
RJF
RAYMOND JAMES FINL INC
-0.71%
Shares10.4K
Event2026-03-31
Filed2026-04-09
GDX
VANECK ETF TRUST
0.00%
Shares15.6K
Event2026-03-31
Filed2026-04-09
PGR
PROGRESSIVE CORP
-6.13%
Shares7.7K
Event2026-03-31
Filed2026-04-09
MPC
MARATHON PETE CORP
-0.64%
Shares6.5K
Event2026-03-31
Filed2026-04-09
XLF
SELECT SECTOR SPDR TR
-2.83%
Shares29.4K
Event2026-03-31
Filed2026-04-09
CVS
CVS HEALTH CORP
24.80%
Shares19.1K
Event2026-03-31
Filed2026-04-09
VRTX
VERTEX PHARMACEUTICALS INC
5.13%
Shares3.4K
Event2026-03-31
Filed2026-04-09
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
37.09%
Shares13.1K
Event2026-03-31
Filed2026-04-09
IWB
ISHARES TR
-9.91%
Shares4.0K
Event2026-03-31
Filed2026-04-09
USB
US BANCORP
-2.49%
Shares27.0K
Event2026-03-31
Filed2026-04-09
TT
TRANE TECHNOLOGIES PLC
4.32%
Shares3.3K
Event2026-03-31
Filed2026-04-09
QCOM
QUALCOMM INC
-13.14%
Shares11.6K
Event2026-03-31
Filed2026-04-09
ORLY
OREILLY AUTOMOTIVE INC
0.60%
Shares15.9K
Event2026-03-31
Filed2026-04-09
FEX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares11.7K
Event2026-03-31
Filed2026-04-09
SUB
ISHARES TR
-5.36%
Shares13.8K
Event2026-03-31
Filed2026-04-09
ROST
ROSS STORES INC
0.34%
Shares6.5K
Event2026-03-31
Filed2026-04-09
SDY
SPDR SERIES TRUST
120.68%
Shares9.9K
Event2026-03-31
Filed2026-04-09
TMUS
T-MOBILE US INC
7.55%
Shares7.3K
Event2026-03-31
Filed2026-04-09
WM
WASTE MGMT INC DEL
17.27%
Shares6.2K
Event2026-03-31
Filed2026-04-09
NET
CLOUDFLARE INC
27.37%
Shares6.8K
Event2026-03-31
Filed2026-04-09
DFEM
DIMENSIONAL ETF TRUST
0.07%
Shares39.0K
Event2026-03-31
Filed2026-04-09
PFE
PFIZER INC
39.86%
Shares51.7K
Event2026-03-31
Filed2026-04-09
DBEF
DBX ETF TR
0.00%
Shares27.5K
Event2026-03-31
Filed2026-04-09
SEB
SEABOARD CORP DEL
0.41%
Shares242
Event2026-03-31
Filed2026-04-09
SPG
SIMON PPTY GROUP INC NEW
-1.46%
Shares7.3K
Event2026-03-31
Filed2026-04-09
BKR
BAKER HUGHES COMPANY
-1.40%
Shares21.9K
Event2026-03-31
Filed2026-04-09
JCI
JOHNSON CONTROLS INTERNATION
14.59%
Shares9.9K
Event2026-03-31
Filed2026-04-09
INTU
INTUIT
-21.10%
Shares3.5K
Event2026-03-31
Filed2026-04-09
SPMD
SPDR SERIES TRUST
-0.37%
Shares22.1K
Event2026-03-31
Filed2026-04-09
SPEM
SPDR INDEX SHS FDS
6.34%
Shares27.7K
Event2026-03-31
Filed2026-04-09
PHYS
SPROTT ASSET MANAGEMENT LP
-20.85%
Shares37.8K
Event2026-03-31
Filed2026-04-09
TXN
TEXAS INSTRS INC
9.52%
Shares6.5K
Event2026-03-31
Filed2026-04-09
ICE
INTERCONTINENTAL EXCHANGE IN
6.37%
Shares8.0K
Event2026-03-31
Filed2026-04-09
UNP
UNION PAC CORP
11.77%
Shares5.4K
Event2026-03-31
Filed2026-04-09
KMI
KINDER MORGAN INC DEL
6.08%
Shares40.3K
Event2026-03-31
Filed2026-04-09
VRT
VERTIV HOLDINGS CO
24.28%
Shares4.6K
Event2026-03-31
Filed2026-04-09
IWY
ISHARES TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-09
GRMN
GARMIN LTD
3.10%
Shares5.1K
Event2026-03-31
Filed2026-04-09
PNC
PNC FINL SVCS GROUP INC
-0.31%
Shares5.9K
Event2026-03-31
Filed2026-04-09
MO
ALTRIA GROUP INC
-2.66%
Shares19.3K
Event2026-03-31
Filed2026-04-09
FITB
FIFTH THIRD BANCORP
143.01%
Shares25.9K
Event2026-03-31
Filed2026-04-09
WDC
WESTERN DIGITAL CORP
24.02%
Shares3.8K
Event2026-03-31
Filed2026-04-09
ALL
ALLSTATE CORP
-2.28%
Shares5.9K
Event2026-03-31
Filed2026-04-09
COHERENT CORP
COHERENT CORP
13.80%
Shares4.4K
Event2026-03-31
Filed2026-04-09
FNDX
SCHWAB STRATEGIC TR
0.01%
Shares43.4K
Event2026-03-31
Filed2026-04-09
SCHV
SCHWAB STRATEGIC TR
-0.44%
Shares39.4K
Event2026-03-31
Filed2026-04-09
INTF
ISHARES TR
0.00%
Shares30.3K
Event2026-03-31
Filed2026-04-09
SNPS
SYNOPSYS INC
7.85%
Shares3.0K
Event2026-03-31
Filed2026-04-09
SYK
STRYKER CORPORATION
-10.26%
Shares3.6K
Event2026-03-31
Filed2026-04-09
BSX
BOSTON SCIENTIFIC CORP
-11.79%
Shares19.6K
Event2026-03-31
Filed2026-04-09
LITE
LUMENTUM HLDGS INC
18.70%
Shares1.4K
Event2026-03-31
Filed2026-04-09
IWF
ISHARES TR
-1.19%
Shares2.7K
Event2026-03-31
Filed2026-04-09
CPNG
COUPANG INC
-1.81%
Shares61.7K
Event2026-03-31
Filed2026-04-09
TRGP
TARGA RES CORP
-0.38%
Shares5.0K
Event2026-03-31
Filed2026-04-09
OKE
ONEOK INC NEW
3.39%
Shares14.0K
Event2026-03-31
Filed2026-04-09
NSC
NORFOLK SOUTHN CORP
3.46%
Shares4.1K
Event2026-03-31
Filed2026-04-09
ADP
AUTOMATIC DATA PROCESSING IN
-12.02%
Shares6.0K
Event2026-03-31
Filed2026-04-09
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares5.8K
Event2026-03-31
Filed2026-04-09
AEP
AMERICAN ELEC PWR CO INC
-3.50%
Shares8.8K
Event2026-03-31
Filed2026-04-09
XLP
SELECT SECTOR SPDR TR
-5.55%
Shares14.3K
Event2026-03-31
Filed2026-04-09
ED
CONSOLIDATED EDISON INC
2.71%
Shares10.4K
Event2026-03-31
Filed2026-04-09
CME
CME GROUP INC
6.84%
Shares3.9K
Event2026-03-31
Filed2026-04-09
IVE
ISHARES TR
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-09
HLT
HILTON WORLDWIDE HLDGS INC
3.35%
Shares3.7K
Event2026-03-31
Filed2026-04-09
EMXC
ISHARES INC
-7.64%
Shares13.9K
Event2026-03-31
Filed2026-04-09
ROK
ROCKWELL AUTOMATION INC
0.30%
Shares3.0K
Event2026-03-31
Filed2026-04-09
DHI
D R HORTON INC
3.89%
Shares8.1K
Event2026-03-31
Filed2026-04-09
MCO
MOODYS CORP
-1.64%
Shares2.6K
Event2026-03-31
Filed2026-04-09
DASH
DOORDASH INC
1.16%
Shares7.1K
Event2026-03-31
Filed2026-04-09
FDX
FEDEX CORP
-4.49%
Shares3.0K
Event2026-03-31
Filed2026-04-09
ANGLOGOLD ASHANTI PLC
ANGLOGOLD ASHANTI PLC
30.62%
Shares10.6K
Event2026-03-31
Filed2026-04-09
ISHARES GOLD TR
ISHARES GOLD TR
-10.42%
Shares12.7K
Event2026-03-31
Filed2026-04-09
DAL
DELTA AIR LINES INC
3.57%
Shares16.5K
Event2026-03-31
Filed2026-04-09
ADSK
AUTODESK INC
-8.79%
Shares4.7K
Event2026-03-31
Filed2026-04-09
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
3.90%
Shares3.2K
Event2026-03-31
Filed2026-04-09
HOOD
ROBINHOOD MKTS INC
-36.03%
Shares15.4K
Event2026-03-31
Filed2026-04-09
VTR
VENTAS INC
3.95%
Shares13.2K
Event2026-03-31
Filed2026-04-09
EW
EDWARDS LIFESCIENCES CORP
15.09%
Shares13.5K
Event2026-03-31
Filed2026-04-09
MNST
MONSTER BEVERAGE CORP NEW
2.21%
Shares14.6K
Event2026-03-31
Filed2026-04-09
SOXX
ISHARES TR
110.40%
Shares3.0K
Event2026-03-31
Filed2026-04-09
TER
TERADYNE INC
17.59%
Shares3.0K
Event2026-03-31
Filed2026-04-09
FHN
FIRST HORIZON CORPORATION
-6.06%
Shares44.9K
Event2026-03-31
Filed2026-04-09
DFAT
DIMENSIONAL ETF TRUST
114.76%
Shares16.7K
Event2026-03-31
Filed2026-04-09
SCZ
ISHARES TR
1.26%
Shares13.0K
Event2026-03-31
Filed2026-04-09
TMFG
RBB FD INC
0.00%
Shares36.5K
Event2026-03-31
Filed2026-04-09
BK
BANK NEW YORK MELLON CORP
4.51%
Shares8.4K
Event2026-03-31
Filed2026-04-09
AFL
AFLAC INC
1.25%
Shares9.4K
Event2026-03-31
Filed2026-04-09
PPC
PILGRIMS PRIDE CORP
-32.97%
Shares29.5K
Event2026-03-31
Filed2026-04-09
BURL
BURLINGTON STORES INC
10.13%
Shares3.2K
Event2026-03-31
Filed2026-04-09
XLE
SELECT SECTOR SPDR TR
0.09%
Shares18.0K
Event2026-03-31
Filed2026-04-09
SHEL
SHELL PLC
-0.94%
Shares11.3K
Event2026-03-31
Filed2026-04-09
VSGX
VANGUARD WORLD FD
-1.05%
Shares13.7K
Event2026-03-31
Filed2026-04-09
AIG
AMERICAN INTL GROUP INC
1.26%
Shares13.4K
Event2026-03-31
Filed2026-04-09
TDG
TRANSDIGM GROUP INC
2.91%
Shares848
Event2026-03-31
Filed2026-04-09
NVS
NOVARTIS AG
-9.76%
Shares6.7K
Event2026-03-31
Filed2026-04-09
NOW
SERVICENOW INC
-22.45%
Shares10.6K
Event2026-03-31
Filed2026-04-09
EQIX
EQUINIX INC
41.15%
Shares1.0K
Event2026-03-31
Filed2026-04-09
FCX
FREEPORT MCMORAN INC
3.87%
Shares15.7K
Event2026-03-31
Filed2026-04-09
BMY
BRISTOL-MYERS SQUIBB CO
-10.83%
Shares17.2K
Event2026-03-31
Filed2026-04-09
CMI
CUMMINS INC
8.71%
Shares1.7K
Event2026-03-31
Filed2026-04-09
CARR
CARRIER GLOBAL CORPORATION
-3.29%
Shares17.4K
Event2026-03-31
Filed2026-04-09
GLDM
WORLD GOLD TR
8.69%
Shares10.8K
Event2026-03-31
Filed2026-04-09
CAH
CARDINAL HEALTH INC
7.41%
Shares4.7K
Event2026-03-31
Filed2026-04-09
EMR
EMERSON ELEC CO
11.55%
Shares7.0K
Event2026-03-31
Filed2026-04-09
SHW
SHERWIN WILLIAMS CO
-15.12%
Shares3.0K
Event2026-03-31
Filed2026-04-09
PCAR
PACCAR INC
0.49%
Shares8.0K
Event2026-03-31
Filed2026-04-09
WBD
WARNER BROS DISCOVERY INC
12.85%
Shares35.9K
Event2026-03-31
Filed2026-04-09
MKSI
MKS INC.
25.95%
Shares3.9K
Event2026-03-31
Filed2026-04-09
EBAY
EBAY INC.
7.35%
Shares10.2K
Event2026-03-31
Filed2026-04-09
XLC
SELECT SECTOR SPDR TR
-6.18%
Shares8.7K
Event2026-03-31
Filed2026-04-09
SCHM
SCHWAB STRATEGIC TR
0.01%
Shares30.3K
Event2026-03-31
Filed2026-04-09
KEYS
KEYSIGHT TECHNOLOGIES INC
14.02%
Shares3.1K
Event2026-03-31
Filed2026-04-09
OXY
OCCIDENTAL PETE CORP
3.49%
Shares16.3K
Event2026-03-31
Filed2026-04-09
UTHR
UNITED THERAPEUTICS CORP DEL
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-09
TRV
TRAVELERS COMPANIES INC
1.52%
Shares3.2K
Event2026-03-31
Filed2026-04-09
CFG
CITIZENS FINL GROUP INC
12.79%
Shares15.2K
Event2026-03-31
Filed2026-04-09
IXUS
ISHARES TR
0.21%
Shares10.6K
Event2026-03-31
Filed2026-04-09
PKW
INVESCO EXCHANGE TRADED FD T
New
Shares7.0K
Event2026-03-31
Filed2026-04-09
MTB
M & T BK CORP
6.06%
Shares4.4K
Event2026-03-31
Filed2026-04-09
ITW
ILLINOIS TOOL WKS INC
8.44%
Shares3.5K
Event2026-03-31
Filed2026-04-09
CENCORA INC
CENCORA INC
1.86%
Shares2.9K
Event2026-03-31
Filed2026-04-09
IWR
ISHARES TR
0.11%
Shares9.3K
Event2026-03-31
Filed2026-04-09
ECL
ECOLAB INC
5.13%
Shares3.4K
Event2026-03-31
Filed2026-04-09
PLD
PROLOGIS INC.
14.43%
Shares6.8K
Event2026-03-31
Filed2026-04-09
FIX
COMFORT SYS USA INC
9.50%
Shares611
Event2026-03-31
Filed2026-04-09
EQT CORP
EQT CORP
2.55%
Shares15.4K
Event2026-03-31
Filed2026-04-09
REGN
REGENERON PHARMACEUTICALS
6.77%
Shares1.2K
Event2026-03-31
Filed2026-04-09
GM
GENERAL MTRS CO
-0.02%
Shares12.0K
Event2026-03-31
Filed2026-04-09
IJS
ISHARES TR
-7.87%
Shares7.5K
Event2026-03-31
Filed2026-04-09
IWD
ISHARES TR
0.05%
Shares4.1K
Event2026-03-31
Filed2026-04-09
UNM
UNUM GROUP
3.49%
Shares11.7K
Event2026-03-31
Filed2026-04-09
TMO
THERMO FISHER SCIENTIFIC INC
-1.64%
Shares1.8K
Event2026-03-31
Filed2026-04-09
VOOV
VANGUARD ADMIRAL FDS INC
-6.90%
Shares4.3K
Event2026-03-31
Filed2026-04-09
STT
STATE STR CORP
2.22%
Shares6.6K
Event2026-03-31
Filed2026-04-09
BLACKSTONE INC
BLACKSTONE INC
-7.14%
Shares7.6K
Event2026-03-31
Filed2026-04-09
MUSA
MURPHY USA INC
-6.30%
Shares1.8K
Event2026-03-31
Filed2026-04-09
EPD
ENTERPRISE PRODS PARTNERS L
0.24%
Shares23.3K
Event2026-03-31
Filed2026-04-09
MMC
MARSH & MCLENNAN COS INC
-9.94%
Shares5.0K
Event2026-03-31
Filed2026-04-09
APD
AIR PRODUCTS AND CHEMICALS I
110.11%
Shares2.9K
Event2026-03-31
Filed2026-04-09
GWW
WW GRAINGER INC
2.05%
Shares748
Event2026-03-31
Filed2026-04-09
AR
ANTERO RESOURCES CORP
0.29%
Shares21.8K
Event2026-03-31
Filed2026-04-09
DLR
DIGITAL RLTY TR INC
12.28%
Shares4.6K
Event2026-03-31
Filed2026-04-09
ZION
ZIONS BANCORPORATION NATL AS
18.47%
Shares13.7K
Event2026-03-31
Filed2026-04-09
AME
AMETEK INC
3.80%
Shares3.6K
Event2026-03-31
Filed2026-04-09
SCHY
SCHWAB STRATEGIC TR
0.04%
Shares25.0K
Event2026-03-31
Filed2026-04-09
GLD
SPDR GOLD TR
-32.97%
Shares1.9K
Event2026-03-31
Filed2026-04-09
AZO
AUTOZONE INC
-2.50%
Shares234
Event2026-03-31
Filed2026-04-09
VTES
VANGUARD WELLINGTON FD
New
Shares7.9K
Event2026-03-31
Filed2026-04-09
RBLX
ROBLOX CORP
-11.43%
Shares14.5K
Event2026-03-31
Filed2026-04-09
QRVO
QORVO INC
31.49%
Shares10.1K
Event2026-03-31
Filed2026-04-09
LNG
CHENIERE ENERGY INC
3.48%
Shares2.9K
Event2026-03-31
Filed2026-04-09
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares8.7K
Event2026-03-31
Filed2026-04-09
FNDF
SCHWAB STRATEGIC TR
0.00%
Shares15.3K
Event2026-03-31
Filed2026-04-09
FYC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-09
DHR
DANAHER CORP DEL
16.64%
Shares4.0K
Event2026-03-31
Filed2026-04-09
CSX
CSX CORP
11.20%
Shares18.3K
Event2026-03-31
Filed2026-04-09
TPR
TAPESTRY INC
9.95%
Shares5.1K
Event2026-03-31
Filed2026-04-09
DG
DOLLAR GEN CORP
8.53%
Shares6.3K
Event2026-03-31
Filed2026-04-09
HSBC
HSBC HLDGS PLC
3.12%
Shares8.5K
Event2026-03-31
Filed2026-04-09
ETR
ENTERGY CORP NEW
3.86%
Shares6.7K
Event2026-03-31
Filed2026-04-09
VDE
VANGUARD WORLD FD
21.89%
Shares4.6K
Event2026-03-31
Filed2026-04-09
AJG
GALLAGHER ARTHUR J & CO
6.76%
Shares3.4K
Event2026-03-31
Filed2026-04-09
FTNT
FORTINET INC
19.40%
Shares9.1K
Event2026-03-31
Filed2026-04-09
NU
NU HLDGS LTD
-5.21%
Shares52.2K
Event2026-03-31
Filed2026-04-09
COIN
COINBASE GLOBAL INC
5.79%
Shares4.3K
Event2026-03-31
Filed2026-04-09
GPN
GLOBAL PMTS INC
-7.97%
Shares11.6K
Event2026-03-31
Filed2026-04-09
AGNC
AGNC INVT CORP
6.75%
Shares72.8K
Event2026-03-31
Filed2026-04-09
VST
VISTRA CORP
8.90%
Shares4.8K
Event2026-03-31
Filed2026-04-09
CVNA
CARVANA CO
17.04%
Shares2.2K
Event2026-03-31
Filed2026-04-09
RY
ROYAL BK CDA
-2.05%
Shares4.4K
Event2026-03-31
Filed2026-04-09
XEL
XCEL ENERGY INC
1.44%
Shares9.0K
Event2026-03-31
Filed2026-04-09
SPOT
SPOTIFY TECHNOLOGY S A
-2.94%
Shares1.5K
Event2026-03-31
Filed2026-04-09
CBOE
CBOE GLOBAL MKTS INC
3.98%
Shares2.5K
Event2026-03-31
Filed2026-04-09
IBB
ISHARES TR
204.38%
Shares4.2K
Event2026-03-31
Filed2026-04-09
SLB
SLB LIMITED
18.36%
Shares14.0K
Event2026-03-31
Filed2026-04-09
HAL
HALLIBURTON CO
1.83%
Shares19.2K
Event2026-03-31
Filed2026-04-09
D
DOMINION ENERGY INC
-0.44%
Shares11.5K
Event2026-03-31
Filed2026-04-09
DELL
DELL TECHNOLOGIES INC
39.55%
Shares3.9K
Event2026-03-31
Filed2026-04-09
FANG
DIAMONDBACK ENERGY INC
2.54%
Shares3.8K
Event2026-03-31
Filed2026-04-09
MSCI
MSCI INC
-6.02%
Shares1.3K
Event2026-03-31
Filed2026-04-09
AVMV
AMERICAN CENTY ETF TR
0.00%
Shares9.2K
Event2026-03-31
Filed2026-04-09
MDLZ
MONDELEZ INTL INC
62.54%
Shares11.8K
Event2026-03-31
Filed2026-04-09
IEUR
ISHARES TR
-4.38%
Shares9.4K
Event2026-03-31
Filed2026-04-09
TFC
TRUIST FINL CORP
-9.19%
Shares13.9K
Event2026-03-31
Filed2026-04-09
SYF
SYNCHRONY FINANCIAL
2.51%
Shares9.5K
Event2026-03-31
Filed2026-04-09
ARCC
ARES CAPITAL CORP
22.87%
Shares37.3K
Event2026-03-31
Filed2026-04-09
FBTC
FIDELITY WISE ORIGIN BITCOIN
10.20%
Shares10.9K
Event2026-03-31
Filed2026-04-09
HIG
HARTFORD INSURANCE GROUP INC
-0.51%
Shares4.9K
Event2026-03-31
Filed2026-04-09
BHB
BAR HBR BANKSHARES
New
Shares19.4K
Event2026-03-31
Filed2026-04-09
MET
METLIFE INC
-14.89%
Shares8.9K
Event2026-03-31
Filed2026-04-09
STIP
ISHARES TR
-0.93%
Shares6.4K
Event2026-03-31
Filed2026-04-09
RSG
REPUBLIC SVCS INC
3.79%
Shares3.0K
Event2026-03-31
Filed2026-04-09
AM
ANTERO MIDSTREAM CORP
-0.94%
Shares29.2K
Event2026-03-31
Filed2026-04-09
MMM
3M CO
-6.62%
Shares4.4K
Event2026-03-31
Filed2026-04-09
UI
UBIQUITI INC
2.69%
Shares726
Event2026-03-31
Filed2026-04-09
XLI
SELECT SECTOR SPDR TR
1.59%
Shares3.8K
Event2026-03-31
Filed2026-04-09
EOG
EOG RES INC
-14.53%
Shares4.7K
Event2026-03-31
Filed2026-04-09
AMKR
AMKOR TECHNOLOGY INC
26.80%
Shares12.3K
Event2026-03-31
Filed2026-04-09
SPYM
SPDR SERIES TRUST
11.19%
Shares8.1K
Event2026-03-31
Filed2026-04-09
YUM
YUM BRANDS INC
-5.81%
Shares4.0K
Event2026-03-31
Filed2026-04-09
CMG
CHIPOTLE MEXICAN GRILL INC
7.96%
Shares19.0K
Event2026-03-31
Filed2026-04-09
DVN
DEVON ENERGY CORP NEW
22.20%
Shares13.4K
Event2026-03-31
Filed2026-04-09
PTC
PTC INC
3.53%
Shares4.4K
Event2026-03-31
Filed2026-04-09
MP
MP MATERIALS CORP
-0.36%
Shares11.7K
Event2026-03-31
Filed2026-04-09
CAR
AVIS BUDGET GROUP INC
39.20%
Shares2.4K
Event2026-03-31
Filed2026-04-09
KR
KROGER CO
-3.28%
Shares8.9K
Event2026-03-31
Filed2026-04-09
CAVA
CAVA GROUP INC
53.58%
Shares7.3K
Event2026-03-31
Filed2026-04-09
CBRE
CBRE GROUP INC
-2.97%
Shares4.4K
Event2026-03-31
Filed2026-04-09
LHX
L3HARRIS TECHNOLOGIES INC
13.10%
Shares1.7K
Event2026-03-31
Filed2026-04-09
MEDTRONIC PLC
MEDTRONIC PLC
-12.44%
Shares7.0K
Event2026-03-31
Filed2026-04-09
TSN
TYSON FOODS INC
3.45%
Shares9.6K
Event2026-03-31
Filed2026-04-09
NTAP
NETAPP INC
30.02%
Shares6.2K
Event2026-03-31
Filed2026-04-09
COKE
COCA COLA CONS INC
-3.57%
Shares3.1K
Event2026-03-31
Filed2026-04-09
DFAS
DIMENSIONAL ETF TRUST
New
Shares8.3K
Event2026-03-31
Filed2026-04-09
UAL
UNITED AIRLS HLDGS INC
4.75%
Shares6.4K
Event2026-03-31
Filed2026-04-09
AA
ALCOA CORP
9.70%
Shares8.5K
Event2026-03-31
Filed2026-04-09
MSTR
STRATEGY INC
53.21%
Shares4.8K
Event2026-03-31
Filed2026-04-09
PZA
INVESCO EXCH TRADED FD TR II
New
Shares26.2K
Event2026-03-31
Filed2026-04-09
WAB
WABTEC
-3.44%
Shares2.2K
Event2026-03-31
Filed2026-04-09
EA
ELECTRONIC ARTS INC
6.98%
Shares3.0K
Event2026-03-31
Filed2026-04-09
DGX
QUEST DIAGNOSTICS INC
11.75%
Shares3.0K
Event2026-03-31
Filed2026-04-09
BPOP
POPULAR INC
20.90%
Shares4.1K
Event2026-03-31
Filed2026-04-09
DFUV
DIMENSIONAL ETF TRUST
New
Shares12.0K
Event2026-03-31
Filed2026-04-09
SNOW
SNOWFLAKE INC
-0.40%
Shares4.0K
Event2026-03-31
Filed2026-04-09
VNQI
VANGUARD INTL EQUITY INDEX F
98.62%
Shares12.6K
Event2026-03-31
Filed2026-04-09
A
AGILENT TECHNOLOGIES INC
40.06%
Shares5.1K
Event2026-03-31
Filed2026-04-09
ODFL
OLD DOMINION FREIGHT LINE IN
2.93%
Shares2.8K
Event2026-03-31
Filed2026-04-09
FNDE
SCHWAB STRATEGIC TR
2.48%
Shares15.0K
Event2026-03-31
Filed2026-04-09
MPLX
MPLX LP
-4.84%
Shares10.5K
Event2026-03-31
Filed2026-04-09
MTSI
MACOM TECH SOLUTIONS HLDGS I
6.95%
Shares2.4K
Event2026-03-31
Filed2026-04-09
SHOP
SHOPIFY INC
60.41%
Shares4.9K
Event2026-03-31
Filed2026-04-09
SCHJ
SCHWAB STRATEGIC TR
1.15%
Shares23.7K
Event2026-03-31
Filed2026-04-09
DOV
DOVER CORP
5.51%
Shares2.7K
Event2026-03-31
Filed2026-04-09
ABNB
AIRBNB INC
12.00%
Shares4.4K
Event2026-03-31
Filed2026-04-09
CMS
CMS ENERGY CORP
-7.58%
Shares7.4K
Event2026-03-31
Filed2026-04-09
AON PLC
AON PLC
-6.66%
Shares1.8K
Event2026-03-31
Filed2026-04-09
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-6.83%
Shares5.4K
Event2026-03-31
Filed2026-04-09
SCCO
SOUTHERN COPPER CORP
5.90%
Shares3.1K
Event2026-03-31
Filed2026-04-09
WRB
BERKLEY W R CORP
-2.42%
Shares8.5K
Event2026-03-31
Filed2026-04-09
EXE
EXPAND ENERGY CORPORATION
-4.03%
Shares5.7K
Event2026-03-31
Filed2026-04-09
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
19.39%
Shares26.0K
Event2026-03-31
Filed2026-04-09
FNDA
SCHWAB STRATEGIC TR
0.01%
Shares16.5K
Event2026-03-31
Filed2026-04-09
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
8.57%
Shares2.8K
Event2026-03-31
Filed2026-04-09
EMLP
FIRST TR EXCHANGE-TRADED FD
0.68%
Shares12.6K
Event2026-03-31
Filed2026-04-09
SPTI
SPDR SERIES TRUST
7.46%
Shares19.4K
Event2026-03-31
Filed2026-04-09
TOTALENERGIES SE
TOTALENERGIES SE
-0.39%
Shares6.2K
Event2026-03-31
Filed2026-04-09
IR
INGERSOLL RAND INC
1.25%
Shares6.5K
Event2026-03-31
Filed2026-04-09
HBAN
HUNTINGTON BANCSHARES INC
13.38%
Shares33.6K
Event2026-03-31
Filed2026-04-09
IVZ
INVESCO LTD
6.47%
Shares22.6K
Event2026-03-31
Filed2026-04-09
SCHP
SCHWAB STRATEGIC TR
144.61%
Shares20.4K
Event2026-03-31
Filed2026-04-09
CCL
CARNIVAL CORP
-7.70%
Shares19.5K
Event2026-03-31
Filed2026-04-09
XLG
INVESCO EXCHANGE TRADED FD T
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-09
RIVN
RIVIAN AUTOMOTIVE INC
10.07%
Shares35.9K
Event2026-03-31
Filed2026-04-09
EXC
EXELON CORP
24.50%
Shares11.1K
Event2026-03-31
Filed2026-04-09
XLB
SELECT SECTOR SPDR TR
9.15%
Shares10.5K
Event2026-03-31
Filed2026-04-09
NTSX
WISDOMTREE TR
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-09
SNSR
GLOBAL X FDS
0.00%
Shares13.7K
Event2026-03-31
Filed2026-04-09
WBS
WEBSTER FINL CORP
2.25%
Shares7.5K
Event2026-03-31
Filed2026-04-09
VMC
VULCAN MATLS CO
6.27%
Shares1.8K
Event2026-03-31
Filed2026-04-09
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-4.43%
Shares29.0K
Event2026-03-31
Filed2026-04-09
IBKR
INTERACTIVE BROKERS GROUP IN
4.10%
Shares7.4K
Event2026-03-31
Filed2026-04-09
SYY
SYSCO CORP
14.07%
Shares7.1K
Event2026-03-31
Filed2026-04-09
WSM
WILLIAMS SONOMA INC
6.21%
Shares2.8K
Event2026-03-31
Filed2026-04-09
AMT
AMERICAN TOWER CORP
20.72%
Shares3.0K
Event2026-03-31
Filed2026-04-09
ADBE
ADOBE INC
-44.21%
Shares2.2K
Event2026-03-31
Filed2026-04-09
ULTA
ULTA BEAUTY INC
7.88%
Shares986
Event2026-03-31
Filed2026-04-09
BIIB
BIOGEN INC
4.12%
Shares2.9K
Event2026-03-31
Filed2026-04-09
SAN
BANCO SANTANDER SA
3.89%
Shares42.7K
Event2026-03-31
Filed2026-04-09
PEG
PUBLIC SVC ENTERPRISE GROUP
-0.30%
Shares6.3K
Event2026-03-31
Filed2026-04-09
O
REALTY INCOME CORP
5.69%
Shares8.3K
Event2026-03-31
Filed2026-04-09
AFRM
AFFIRM HLDGS INC
2.45%
Shares10.3K
Event2026-03-31
Filed2026-04-09
RGA
REINSURANCE GROUP AMER INC
4.64%
Shares2.4K
Event2026-03-31
Filed2026-04-09
VRSK
VERISK ANALYTICS INC
54.32%
Shares2.9K
Event2026-03-31
Filed2026-04-09
ROL
ROLLINS INC
-5.28%
Shares9.4K
Event2026-03-31
Filed2026-04-09
DFAX
DIMENSIONAL ETF TRUST
0.00%
Shares14.2K
Event2026-03-31
Filed2026-04-09
RMD
RESMED INC
1.19%
Shares2.2K
Event2026-03-31
Filed2026-04-09
JPIE
J P MORGAN EXCHANGE TRADED F
New
Shares11.0K
Event2026-03-31
Filed2026-04-09
VRSN
VERISIGN INC
-16.14%
Shares1.9K
Event2026-03-31
Filed2026-04-09
RL
RALPH LAUREN CORP
2.98%
Shares1.3K
Event2026-03-31
Filed2026-04-09
WWD
WOODWARD INC
5.11%
Shares1.3K
Event2026-03-31
Filed2026-04-09
VGLT
VANGUARD SCOTTSDALE FDS
13.93%
Shares9.1K
Event2026-03-31
Filed2026-04-09
NUE
NUCOR CORP
1.73%
Shares2.8K
Event2026-03-31
Filed2026-04-09
SN
SHARKNINJA INC
15.67%
Shares4.4K
Event2026-03-31
Filed2026-04-09
IONS
IONIS PHARMACEUTICALS INC
18.57%
Shares6.6K
Event2026-03-31
Filed2026-04-09
BAX
BAXTER INTL INC
New
Shares28.5K
Event2026-03-31
Filed2026-04-09
HII
HUNTINGTON INGALLS INDS INC
3.38%
Shares1.2K
Event2026-03-31
Filed2026-04-09
EWBC
EAST WEST BANCORP INC
2.28%
Shares4.3K
Event2026-03-31
Filed2026-04-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Wedmont Private Capital Institutional Holdings, Portfolio & P&L β€” TradeFomo