Sponsored

The Analysis of Welch Group, LLC's Holdings & P&L

Currently, Welch Group, LLC holds 308 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in KMB (+122.6K shares, valued at $11.8M), PAYX (+77.6K shares, valued at $7.2M), AMAT (+20.0K shares, valued at $6.8M); decreased their positions in RTX (-37.5K shares, valued at $7.2M), XLP (-79.7K shares, valued at $6.5M), SPY (-8.0K shares, valued at $5.2M); initiated new positions in N/A (+31.7K shares, valued at $2.7M), BRK.A (+1 shares, valued at $718.1K), GLW (+5.1K shares, valued at $686.8K).

1M P&L

+118.1M+4.44%

3M P&L

+61.3M+2.26%

HY P&L

+253.4M+10.05%

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

1Utilities - Regulated Electric267.9M

10.3%

2Drug Manufacturers - General237.9M

9.2%

3Oil & Gas Integrated180.0M

6.9%

Top Industries by Stock Count

1N/A62 stocks

21.9%

2Utilities - Regulated Electric13 stocks

4.6%

3Specialty Industrial Machinery12 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC375.2K shares-0.17%2026-03-312026-04-21

RTX RTX CORPORATION463.3K shares-7.49%2026-03-312026-04-21

CVX CHEVRON CORPORATION430.3K shares0.08%2026-03-312026-04-21

XOM EXXON MOBIL CORP524.4K shares-4.37%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON359.0K shares-5.54%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO277.0K shares-1.44%2026-03-312026-04-21

ABBV ABBVIE INC365.9K shares-0.45%2026-03-312026-04-21

MSFT MICROSOFT CORP214.1K shares3.60%2026-03-312026-04-21

Sponsored

NEE NEXTERA ENERGY INC852.9K shares-1.90%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP126.7K shares-4.54%2026-03-312026-04-21

SO SOUTHERN CO782.8K shares0.45%2026-03-312026-04-21

CSCO CISCO SYS INC947.0K shares-1.97%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS294.8K shares1.00%2026-03-312026-04-21

SFBS SERVISFIRST BANCSHARES INC975.9K shares-2.75%2026-03-312026-04-21

MCD MCDONALDS CORP215.1K shares1.34%2026-03-312026-04-21

HD HOME DEPOT INC190.5K shares3.86%2026-03-312026-04-21

Sponsored

CINF CINCINNATI FINL CORP396.5K shares-0.65%2026-03-312026-04-21

TFC TRUIST FINL CORP1.3M shares0.39%2026-03-312026-04-21

EMR EMERSON ELEC CO466.3K shares-2.77%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC1.2M shares1.83%2026-03-312026-04-21

PFE PFIZER INC2.1M shares8.35%2026-03-312026-04-21

ED CONSOLIDATED EDISON INC529.1K shares0.18%2026-03-312026-04-21

AJG GALLAGHER ARTHUR J & CO253.0K shares10.38%2026-03-312026-04-21

QCOM QUALCOMM INC417.6K shares8.07%2026-03-312026-04-21

Sponsored

PG PROCTER & GAMBLE CO370.4K shares6.47%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO626.8K shares2.23%2026-03-312026-04-21

PEP PEPSICO INC340.0K shares4.04%2026-03-312026-04-21

TXN TEXAS INSTRS INC267.3K shares1.58%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC376.5K shares15.77%2026-03-312026-04-21

PAYX PAYCHEX INC484.4K shares19.09%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP447.1K shares37.78%2026-03-312026-04-21

NVDA NVIDIA CORPORATION176.7K shares-0.18%2026-03-312026-04-21

Sponsored

CAT CATERPILLAR INC39.1K shares-3.74%2026-03-312026-04-21

KO COCA COLA CO273.7K shares-0.02%2026-03-312026-04-21

PYLD PIMCO ETF TR758.9K shares3.25%2026-03-312026-04-21

ALPHABET INC ALPHABET INC63.6K shares-1.77%2026-03-312026-04-21

DE DEERE & CO27.1K shares0.18%2026-03-312026-04-21

AMZN AMAZON COM INC67.5K shares3.16%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC67.0K shares-0.99%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC16.0K shares-2.03%2026-03-312026-04-21

Sponsored

V VISA INC41.0K shares4.71%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC36.0K shares0.13%2026-03-312026-04-21

TJX TJX COS INC NEW75.3K shares0.21%2026-03-312026-04-21

IVV ISHARES TR18.3K shares-4.63%2026-03-312026-04-21

ORCL ORACLE CORP74.6K shares9.27%2026-03-312026-04-21

BROADCOM INC BROADCOM INC33.6K shares0.20%2026-03-312026-04-21

META META PLATFORMS INC17.4K shares5.34%2026-03-312026-04-21

TGT TARGET CORP79.6K shares29.43%2026-03-312026-04-21

Sponsored

BLACKSTONE INC BLACKSTONE INC80.8K shares20.65%2026-03-312026-04-21

MA MASTERCARD INCORPORATED18.3K shares8.10%2026-03-312026-04-21

ABT ABBOTT LABORATORIES89.0K shares9.48%2026-03-312026-04-21

SYK STRYKER CORPORATION26.8K shares6.13%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO26.9K shares5.99%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION143.2K shares13.63%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC49.8K shares21.12%2026-03-312026-04-21

VMC VULCAN MATLS CO27.5K shares0.00%2026-03-312026-04-21

Sponsored

AMAT APPLIED MATLS INC21.9K shares1040.82%2026-03-312026-04-21

LLY ELI LILLY & CO7.6K shares-0.48%2026-03-312026-04-21

GL GLOBE LIFE INC46.5K shares-0.88%2026-03-312026-04-21

TSLA TESLA INC16.7K shares420.58%2026-03-312026-04-21

WMT WALMART INC49.9K shares-1.99%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO18.9K shares0.08%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS8.8K shares-12.00%2026-03-312026-04-21

AFL AFLAC INC45.3K shares-15.47%2026-03-312026-04-21

Sponsored

GLDM WORLD GOLD TR49.5K shares135.37%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC36.8K shares6.68%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP14.5K shares364.39%2026-03-312026-04-21

RF REGIONS FINANCIAL CORP NEW150.2K shares1.87%2026-03-312026-04-21

GLD SPDR GOLD TR9.1K shares-5.90%2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS66.3K shares4.59%2026-03-312026-04-21

ALPHABET INC ALPHABET INC13.1K shares0.29%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC21.5K shares-1.44%2026-03-312026-04-21

Sponsored

SPY STATE STR SPDR S&P 500 ETF T5.3K shares-60.07%2026-03-312026-04-21

MOD MODINE MFG CO13.0K shares0.00%2026-03-312026-04-21

MO ALTRIA GROUP INC42.2K shares0.11%2026-03-312026-04-21

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC31.7K sharesnew addition2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR4.4K shares2.36%2026-03-312026-04-21

T AT&T INC86.8K shares-2.03%2026-03-312026-04-21

MLI MUELLER INDS INC22.0K shares0.00%2026-03-312026-04-21

SHY ISHARES TR29.5K shares-35.41%2026-03-312026-04-21

Sponsored

WELL WELLTOWER INC10.7K shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION2.0K shares-11.24%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP16.9K shares0.00%2026-03-312026-04-21

WFC WELLS FARGO & CO24.0K shares0.03%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP2.8K shares-1.63%2026-03-312026-04-21

WM WASTE MGMT INC DEL8.2K shares-1.20%2026-03-312026-04-21

CR CRANE COMPANY11.0K shares0.00%2026-03-312026-04-21

RSG REPUBLIC SVCS INC8.1K shares0.00%2026-03-312026-04-21

Sponsored

GGG GRACO INC20.7K shares0.00%2026-03-312026-04-21

HON HONEYWELL INTL INC7.6K shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.8K shares-4.21%2026-03-312026-04-21

AON PLC AON PLC5.1K shares0.00%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC11.0K shares105.61%2026-03-312026-04-21

WTS WATTS WATER TECHNOLOGIES INC5.4K shares0.00%2026-03-312026-04-21

COP CONOCOPHILLIPS11.5K shares-1.07%2026-03-312026-04-21

BAC BANK AMERICA CORP30.5K shares-1.95%2026-03-312026-04-21

Sponsored

SLV ISHARES SILVER TR21.8K shares-19.97%2026-03-312026-04-21

VTI VANGUARD INDEX FDS4.6K shares16.33%2026-03-312026-04-21

IEI ISHARES TR12.4K shares216.19%2026-03-312026-04-21

BBVA BANCO BILBAO VIZCAYA ARGENTA67.2K shares-1.90%2026-03-312026-04-21

NVS NOVARTIS AG9.5K shares-1.97%2026-03-312026-04-21

GPC GENUINE PARTS CO13.6K shares-2.29%2026-03-312026-04-21

TXT TEXTRON INC15.4K shares0.00%2026-03-312026-04-21

OKE ONEOK INC NEW14.9K shares0.83%2026-03-312026-04-21

Sponsored

NEM NEWMONT CORP12.1K shares-2.24%2026-03-312026-04-21

GATX GATX CORP7.5K shares0.00%2026-03-312026-04-21

VONE VANGUARD SCOTTSDALE FDS4.2K shares-0.35%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC13.3K shares0.00%2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INC5.6K shares28.47%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC19.0K shares-2.28%2026-03-312026-04-21

BIL SPDR SERIES TRUST11.9K shares3.03%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC1.1K shares-3.07%2026-03-312026-04-21

Sponsored

NFLX NETFLIX INC.10.9K shares10.61%2026-03-312026-04-21

CB CHUBB LTD SWITZ3.2K shares-1.02%2026-03-312026-04-21

SMH VANECK ETF TRUST2.7K shares-0.59%2026-03-312026-04-21

RY ROYAL BK CDA6.4K shares0.52%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS7.0K shares-2.18%2026-03-312026-04-21

VXUS VANGUARD STAR FDS13.2K shares0.00%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC2.8K shares6.02%2026-03-312026-04-21

NPO ENPRO INC4.0K shares0.00%2026-03-312026-04-21

Sponsored

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC21.0K shares0.00%2026-03-312026-04-21

STT STATE STR CORP7.6K shares-12.07%2026-03-312026-04-21

NFG NATIONAL FUEL GAS CO10.1K shares0.00%2026-03-312026-04-21

VUG VANGUARD INDEX FDS2.2K shares88.88%2026-03-312026-04-21

DIS DISNEY WALT CO9.7K shares-4.47%2026-03-312026-04-21

XYL XYLEM INC7.8K shares0.00%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR6.8K shares-16.16%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE3.1K shares49.05%2026-03-312026-04-21

Sponsored

YUM YUM BRANDS INC5.5K shares0.02%2026-03-312026-04-21

URI UNITED RENTALS INC1.1K shares0.00%2026-03-312026-04-21

UCB UNITED CMNTY BKS BLAIRSVLE G26.0K shares-16.20%2026-03-312026-04-21

BA BOEING CO4.0K shares-0.27%2026-03-312026-04-21

ACA ARCOSA INC7.5K shares0.00%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR12.9K shares-11.47%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.3K shares-4.02%2026-03-312026-04-21

IWM ISHARES TR3.2K shares0.83%2026-03-312026-04-21

Sponsored

MSGS MADISON SQUARE GRDN SPRT COR2.4K shares0.00%2026-03-312026-04-21

UTG REAVES UTIL INCOME FD19.7K shares0.00%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL22.8K shares44.55%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO12.1K shares3.26%2026-03-312026-04-21

FLS FLOWSERVE CORP9.8K shares0.00%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2026-03-312026-04-21

PTLC PACER FDS TR13.6K shares-16.17%2026-03-312026-04-21

VO VANGUARD INDEX FDS2.5K shares-16.08%2026-03-312026-04-21

Sponsored

ETR ENTERGY CORP NEW6.3K shares0.00%2026-03-312026-04-21

DVY ISHARES TR4.7K shares-66.56%2026-03-312026-04-21

IEX IDEX CORP3.7K shares0.00%2026-03-312026-04-21

GEV GE VERNOVA INC801 shares46.70%2026-03-312026-04-21

GLW CORNING INC5.1K sharesnew addition2026-03-312026-04-21

IVW ISHARES TR5.9K shares-25.63%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS3.1K shares-2.82%2026-03-312026-04-21

REGN REGENERON PHARMACEUTICALS849 shares143.27%2026-03-312026-04-21

Sponsored

CRGY CRESCENT ENERGY COMPANY48.4K shares0.00%2026-03-312026-04-21

ET ENERGY TRANSFER L P33.8K shares2.01%2026-03-312026-04-21

VGT VANGUARD WORLD FD922 shares-19.48%2026-03-312026-04-21

INTC INTEL CORP14.5K shares-0.05%2026-03-312026-04-21

CNH CNH INDL N V58.1K shares0.00%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC3.0K shares-3.30%2026-03-312026-04-21

PSX PHILLIPS 663.3K shares0.00%2026-03-312026-04-21

MLM MARTIN MARIETTA MATLS INC1.0K shares0.00%2026-03-312026-04-21

Sponsored

D DOMINION ENERGY INC9.5K shares19.79%2026-03-312026-04-21

GILD GILEAD SCIENCES INC4.2K shares0.00%2026-03-312026-04-21

SPG SIMON PPTY GROUP INC NEW3.1K shares0.13%2026-03-312026-04-21

HRI HERC HLDGS INC5.8K shares0.00%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR7.0K shares-91.93%2026-03-312026-04-21

CAH CARDINAL HEALTH INC2.7K shares1.24%2026-03-312026-04-21

MPC MARATHON PETE CORP2.3K shares0.00%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F10.2K shares-34.49%2026-03-312026-04-21

Sponsored

VEA VANGUARD TAX-MANAGED FDS8.5K shares0.00%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR19.5K shares0.00%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC1.1K shares0.00%2026-03-312026-04-21

IDA IDACORP INC3.7K shares0.00%2026-03-312026-04-21

SONY SONY GROUP CORP25.2K shares0.00%2026-03-312026-04-21

IRM IRON MTN INC DEL5.1K shares6.02%2026-03-312026-04-21

FE FIRSTENERGY CORP10.2K shares-1.51%2026-03-312026-04-21

AD ARRAY DIGITAL INFRASTRUCTURE11.0K shares0.00%2026-03-312026-04-21

Sponsored

UNP UNION PAC CORP2.1K shares-21.49%2026-03-312026-04-21

ZBH ZIMMER BIOMET HOLDINGS INC5.5K shares3.74%2026-03-312026-04-21

RHP RYMAN HOSPITALITY PPTYS INC5.3K shares0.00%2026-03-312026-04-21

USMV ISHARES TR5.1K shares0.00%2026-03-312026-04-21

HAL HALLIBURTON CO11.9K shares-1.16%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L12.2K shares0.00%2026-03-312026-04-21

ITT INC ITT INC2.4K shares0.00%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP2.1K shares1.62%2026-03-312026-04-21

Sponsored

SCHK SCHWAB STRATEGIC TR14.4K shares0.00%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.4K shares0.67%2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR4.0K shares-21.48%2026-03-312026-04-21

DEO DIAGEO PLC5.9K shares21.80%2026-03-312026-04-21

NTRS NORTHERN TR CORP3.2K shares0.00%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP2.4K shares-0.58%2026-03-312026-04-21

VMI VALMONT INDS INC1.1K shares0.00%2026-03-312026-04-21

AZZ AZZ INC3.5K shares0.00%2026-03-312026-04-21

Sponsored

EFA ISHARES TR4.5K shares0.07%2026-03-312026-04-21

RNR RENAISSANCERE HLDGS LTD1.4K shares0.00%2026-03-312026-04-21

NUE NUCOR CORP2.5K shares-4.66%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC1.5K shares0.00%2026-03-312026-04-21

NDAQ NASDAQ INC5.0K shares0.00%2026-03-312026-04-21

IDV ISHARES TR9.9K shares0.00%2026-03-312026-04-21

ES EVERSOURCE ENERGY6.0K shares0.00%2026-03-312026-04-21

AMGN AMGEN INC1.2K shares0.08%2026-03-312026-04-21

Sponsored

PBT PERMIAN BASIN RTY TR19.3K shares8.43%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP1.5K shares0.00%2026-03-312026-04-21

DXJ WISDOMTREE TR2.6K shares17.99%2026-03-312026-04-21

MGV VANGUARD WORLD FD2.8K shares-8.43%2026-03-312026-04-21

IJH ISHARES TR5.9K shares0.00%2026-03-312026-04-21

XEL XCEL ENERGY INC5.0K shares-5.49%2026-03-312026-04-21

GPN GLOBAL PMTS INC5.8K shares0.00%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN1.9K shares-1.13%2026-03-312026-04-21

Sponsored

MUB ISHARES TR3.6K shares0.00%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LTD1.9K shares-10.03%2026-03-312026-04-21

SHEL SHELL PLC4.1K shares0.00%2026-03-312026-04-21

MS MORGAN STANLEY2.3K shares-2.11%2026-03-312026-04-21

TSPA T ROWE PRICE ETF INC9.2K shares0.00%2026-03-312026-04-21

ROST ROSS STORES INC1.7K shares0.00%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I1.3K shares-1.23%2026-03-312026-04-21

VDE VANGUARD WORLD FD2.1K shares0.00%2026-03-312026-04-21

Sponsored

TRN TRINITY INDS INC11.5K shares0.00%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC1.1K shares0.00%2026-03-312026-04-21

GFF GRIFFON CORP5.0K shares0.00%2026-03-312026-04-21

PRA PROASSURANCE CORP14.6K shares-28.08%2026-03-312026-04-21

IHI ISHARES TR6.6K shares0.00%2026-03-312026-04-21

MMM 3M CO2.4K shares49.02%2026-03-312026-04-21

SLB SLB LIMITED6.8K shares4.39%2026-03-312026-04-21

UNILEVER PLC UNILEVER PLC6.0K shares-12.75%2026-03-312026-04-21

Sponsored

POST POST HLDGS INC3.4K shares0.00%2026-03-312026-04-21

LOW LOWES COS INC1.4K shares-17.46%2026-03-312026-04-21

TECK TECK RESOURCES LTD6.3K shares6.22%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR3.7K shares0.38%2026-03-312026-04-21

ALL ALLSTATE CORP1.5K shares-10.63%2026-03-312026-04-21

FBK FB FINL CORP6.1K shares0.00%2026-03-312026-04-21

CMCSA COMCAST CORP NEW11.1K shares-5.98%2026-03-312026-04-21

SXT SENSIENT TECHNOLOGIES CORP3.6K shares0.00%2026-03-312026-04-21

Sponsored

SBUX STARBUCKS CORP3.5K shares0.00%2026-03-312026-04-21

TER TERADYNE INC1.0K sharesnew addition2026-03-312026-04-21

GDX VANECK ETF TRUST3.3K shares0.00%2026-03-312026-04-21

IJR ISHARES TR2.4K shares0.59%2026-03-312026-04-21

OEF ISHARES TR920 shares0.00%2026-03-312026-04-21

LINDE PLC LINDE PLC583 shares-1.85%2026-03-312026-04-21

MGK VANGUARD WORLD FD769 shares-5.99%2026-03-312026-04-21

CDNS CADENCE DESIGN SYSTEM INC1.0K shares0.00%2026-03-312026-04-21

Sponsored

VXF VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-21

OBDC BLUE OWL CAPITAL CORPORATION25.3K shares28.20%2026-03-312026-04-21

CLX CLOROX CO DEL2.7K shares-6.98%2026-03-312026-04-21

AEE AMEREN CORP2.5K shares0.00%2026-03-312026-04-21

TUA SIMPLIFY EXCHANGE TRADED FUN12.8K sharesnew addition2026-03-312026-04-21

BSX BOSTON SCIENTIFIC CORP4.3K shares-9.14%2026-03-312026-04-21

VTV VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-21

AMERICAN COASTAL INS CORP AMERICAN COASTAL INS CORP23.3K shares0.00%2026-03-312026-04-21

Sponsored

BBUS J P MORGAN EXCHANGE TRADED F2.2K shares0.00%2026-03-312026-04-21

KGC KINROSS GOLD CORP8.5K shares0.00%2026-03-312026-04-21

FDX FEDEX CORP728 shares-8.20%2026-03-312026-04-21

KRYS KRYSTAL BIOTECH INC1.0K sharesnew addition2026-03-312026-04-21

LNT ALLIANT ENERGY CORP3.6K shares-4.23%2026-03-312026-04-21

SMBK SMARTFINANCIAL INC6.5K shares0.00%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F4.5K shares0.25%2026-03-312026-04-21

DG DOLLAR GEN CORP2.1K shares0.00%2026-03-312026-04-21

Sponsored

CHE CHEMED CORP NEW660 shares0.00%2026-03-312026-04-21

CTVA CORTEVA INC3.0K sharesnew addition2026-03-312026-04-21

ADBE ADOBE INC1.0K sharesnew addition2026-03-312026-04-21

PSLV SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR9.4K shares0.00%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC519 shares-18.78%2026-03-312026-04-21

IWR ISHARES TR2.5K shares0.45%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC705 sharesnew addition2026-03-312026-04-21

Sponsored

VFH VANGUARD WORLD FD1.9K shares0.10%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC599 shares-17.27%2026-03-312026-04-21

CRM SALESFORCE INC1.3K shares-29.08%2026-03-312026-04-21

PPG PPG INDS INC2.2K shares0.00%2026-03-312026-04-21

MCK MCKESSON CORP269 shares-6.27%2026-03-312026-04-21

SHOP SHOPIFY INC2.0K shares0.00%2026-03-312026-04-21

HWC HANCOCK WHITNEY CORPORATION3.6K shares0.00%2026-03-312026-04-21

IWF ISHARES TR543 sharesnew addition2026-03-312026-04-21

Sponsored

VOT VANGUARD INDEX FDS893 shares0.00%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F1.7K shares0.12%2026-03-312026-04-21

MPW MEDICAL PROPERTIES TRUST INC49.2K shares7.30%2026-03-312026-04-21

HUBBELL INC HUBBELL INC464 shares-5.31%2026-03-312026-04-21

USB US BANCORP4.4K shares0.00%2026-03-312026-04-21

SPHR SPHERE ENTERTAINMENT CO1.9K sharesnew addition2026-03-312026-04-21

VB VANGUARD INDEX FDS860 shares0.00%2026-03-312026-04-21

ADM ARCHER DANIELS MIDLAND CO3.1K sharesnew addition2026-03-312026-04-21

Sponsored

CXT CRANE NXT CO5.5K shares0.00%2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2026-03-312026-04-21

PCAR PACCAR INC1.9K shares0.00%2026-03-312026-04-21

CASY CASEYS GEN STORES INC300 sharesnew addition2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC830 shares0.12%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC3.7K sharesnew addition2026-03-312026-04-21

EVRG EVERGY INC2.6K sharesnew addition2026-03-312026-04-21

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.0K shares0.00%2026-03-312026-04-21

Sponsored

HBAN HUNTINGTON BANCSHARES INC13.3K sharesnew addition2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC1.8K shares0.00%2026-03-312026-04-21

IP INTERNATIONAL PAPER CO5.8K shares0.00%2026-03-312026-04-21

MWA MUELLER WTR PRODS INC7.5K sharesnew addition2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR6.7K sharesnew addition2026-03-312026-04-21

IR INGERSOLL RAND INC2.5K sharesnew addition2026-03-312026-04-21

RIVN RIVIAN AUTOMOTIVE INC11.1K shares0.00%2026-03-312026-04-21

CRT CROSS TIMBERS RTY TR14.9K sharesnew addition2026-03-312026-04-21

Sponsored

SJT SAN JUAN BASIN RTY TR30.0K shares36.35%2026-03-312026-04-21

ZDGE ZEDGE INC45.7K shares0.00%2026-03-312026-04-21

ABEV AMBEV SA45.2K shares-0.66%2026-03-312026-04-21

AGNC AGNC INVT CORP10.1K sharesnew addition2026-03-312026-04-21

MARPS MARINE PETE TR16.0K sharesnew addition2026-03-312026-04-21

KSCP KNIGHTSCOPE INC20.0K sharesnew addition2026-03-312026-04-21

MTR MESA RTY TR16.4K shares0.00%2026-03-312026-04-21

BITF BITFARMS LTD32.7K shares0.00%2026-03-312026-04-21

Sponsored

GTN GRAY MEDIA INC12.4K shares0.00%2026-03-312026-04-21

UROY URANIUM RTY CORP14.1K shares0.00%2026-03-312026-04-21

WWR WESTWATER RES INC23.0K shares0.00%2026-03-312026-04-21

CTM CASTELLUM INC10.0K shares0.00%2026-03-312026-04-21

AAPL

APPLE INC

-0.17%

Shares375.2K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-7.49%

Shares463.3K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

0.08%

Shares430.3K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-4.37%

Shares524.4K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-5.54%

Shares359.0K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-1.44%

Shares277.0K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-0.45%

Shares365.9K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

3.60%

Shares214.1K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

-1.90%

Shares852.9K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

-4.54%

Shares126.7K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

0.45%

Shares782.8K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-1.97%

Shares947.0K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

1.00%

Shares294.8K

Event2026-03-31

Filed2026-04-21

SFBS

SERVISFIRST BANCSHARES INC

-2.75%

Shares975.9K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

1.34%

Shares215.1K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

3.86%

Shares190.5K

Event2026-03-31

Filed2026-04-21

CINF

CINCINNATI FINL CORP

-0.65%

Shares396.5K

Event2026-03-31

Filed2026-04-21

TFC

TRUIST FINL CORP

0.39%

Shares1.3M

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO

-2.77%

Shares466.3K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

1.83%

Shares1.2M

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

8.35%

Shares2.1M

Event2026-03-31

Filed2026-04-21

CONSOLIDATED EDISON INC

0.18%

Shares529.1K

Event2026-03-31

Filed2026-04-21

AJG

GALLAGHER ARTHUR J & CO

10.38%

Shares253.0K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INC

8.07%

Shares417.6K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

6.47%

Shares370.4K

Event2026-03-31

Filed2026-04-21

COLGATE PALMOLIVE CO

2.23%

Shares626.8K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

4.04%

Shares340.0K

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC

1.58%

Shares267.3K

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR CO INC

15.77%

Shares376.5K

Event2026-03-31

Filed2026-04-21

PAYX

PAYCHEX INC

19.09%

Shares484.4K

Event2026-03-31

Filed2026-04-21

KMB

KIMBERLY-CLARK CORP

37.78%

Shares447.1K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-0.18%

Shares176.7K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-3.74%

Shares39.1K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-0.02%

Shares273.7K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

3.25%

Shares758.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-1.77%

Shares63.6K

Event2026-03-31

Filed2026-04-21

DEERE & CO

0.18%

Shares27.1K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

3.16%

Shares67.5K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

-0.99%

Shares67.0K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

-2.03%

Shares16.0K

Event2026-03-31

Filed2026-04-21

VISA INC

4.71%

Shares41.0K

Event2026-03-31

Filed2026-04-21

MICRON TECHNOLOGY INC

0.13%

Shares36.0K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

0.21%

Shares75.3K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-4.63%

Shares18.3K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

9.27%

Shares74.6K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

0.20%

Shares33.6K

Event2026-03-31

Filed2026-04-21

META

META PLATFORMS INC

5.34%

Shares17.4K

Event2026-03-31

Filed2026-04-21

TGT

TARGET CORP

29.43%

Shares79.6K

Event2026-03-31

Filed2026-04-21

BLACKSTONE INC

20.65%

Shares80.8K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

8.10%

Shares18.3K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

9.48%

Shares89.0K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

6.13%

Shares26.8K

Event2026-03-31

Filed2026-04-21

SHW

SHERWIN WILLIAMS CO

5.99%

Shares26.9K

Event2026-03-31

Filed2026-04-21

CARR

CARRIER GLOBAL CORPORATION

13.63%

Shares143.2K

Event2026-03-31

Filed2026-04-21

PANW

PALO ALTO NETWORKS INC

21.12%

Shares49.8K

Event2026-03-31

Filed2026-04-21

VMC

VULCAN MATLS CO

0.00%

Shares27.5K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

1040.82%

Shares21.9K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-0.48%

Shares7.6K

Event2026-03-31

Filed2026-04-21

GLOBE LIFE INC

-0.88%

Shares46.5K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

420.58%

Shares16.7K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-1.99%

Shares49.9K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

0.08%

Shares18.9K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-12.00%

Shares8.8K

Event2026-03-31

Filed2026-04-21

AFL

AFLAC INC

-15.47%

Shares45.3K

Event2026-03-31

Filed2026-04-21

GLDM

WORLD GOLD TR

135.37%

Shares49.5K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

6.68%

Shares36.8K

Event2026-03-31

Filed2026-04-21

NSC

NORFOLK SOUTHN CORP

364.39%

Shares14.5K

Event2026-03-31

Filed2026-04-21

REGIONS FINANCIAL CORP NEW

1.87%

Shares150.2K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

-5.90%

Shares9.1K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SCOTTSDALE FDS

4.59%

Shares66.3K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.29%

Shares13.1K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

-1.44%

Shares21.5K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-60.07%

Shares5.3K

Event2026-03-31

Filed2026-04-21

MOD

MODINE MFG CO

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

0.11%

Shares42.2K

Event2026-03-31

Filed2026-04-21

PINNACLE FINL PARTNERS INC

New

Shares31.7K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

2.36%

Shares4.4K

Event2026-03-31

Filed2026-04-21

AT&T INC

-2.03%

Shares86.8K

Event2026-03-31

Filed2026-04-21

MLI

MUELLER INDS INC

0.00%

Shares22.0K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

-35.41%

Shares29.5K

Event2026-03-31

Filed2026-04-21

WELL

WELLTOWER INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

-11.24%

Shares2.0K

Event2026-03-31

Filed2026-04-21

BANK NEW YORK MELLON CORP

0.00%

Shares16.9K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & CO

0.03%

Shares24.0K

Event2026-03-31

Filed2026-04-21

NOC

NORTHROP GRUMMAN CORP

-1.63%

Shares2.8K

Event2026-03-31

Filed2026-04-21

WASTE MGMT INC DEL

-1.20%

Shares8.2K

Event2026-03-31

Filed2026-04-21

CRANE COMPANY

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-21

RSG

REPUBLIC SVCS INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-21

GGG

GRACO INC

0.00%

Shares20.7K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

-4.21%

Shares12.8K

Event2026-03-31

Filed2026-04-21

AON PLC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

105.61%

Shares11.0K

Event2026-03-31

Filed2026-04-21

WTS

WATTS WATER TECHNOLOGIES INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS

-1.07%

Shares11.5K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

-1.95%

Shares30.5K

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TR

-19.97%

Shares21.8K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

16.33%

Shares4.6K

Event2026-03-31

Filed2026-04-21

IEI

ISHARES TR

216.19%

Shares12.4K

Event2026-03-31

Filed2026-04-21

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-1.90%

Shares67.2K

Event2026-03-31

Filed2026-04-21

NVS

NOVARTIS AG

-1.97%

Shares9.5K

Event2026-03-31

Filed2026-04-21

GPC

GENUINE PARTS CO

-2.29%

Shares13.6K

Event2026-03-31

Filed2026-04-21

TXT

TEXTRON INC

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-21

OKE

ONEOK INC NEW

0.83%

Shares14.9K

Event2026-03-31

Filed2026-04-21

NEM

NEWMONT CORP

-2.24%

Shares12.1K

Event2026-03-31

Filed2026-04-21

GATX

GATX CORP

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-21

VONE

VANGUARD SCOTTSDALE FDS

-0.35%

Shares4.2K

Event2026-03-31

Filed2026-04-21

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-21

FANG

DIAMONDBACK ENERGY INC

28.47%

Shares5.6K

Event2026-03-31

Filed2026-04-21

MDLZ

MONDELEZ INTL INC

-2.28%

Shares19.0K

Event2026-03-31

Filed2026-04-21

BIL

SPDR SERIES TRUST

3.03%

Shares11.9K

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

-3.07%

Shares1.1K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC.

10.61%

Shares10.9K

Event2026-03-31

Filed2026-04-21

CHUBB LTD SWITZ

-1.02%

Shares3.2K

Event2026-03-31

Filed2026-04-21

SMH

VANECK ETF TRUST

-0.59%

Shares2.7K

Event2026-03-31

Filed2026-04-21

ROYAL BK CDA

0.52%

Shares6.4K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

-2.18%

Shares7.0K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-21

EATON CORP PLC

6.02%

Shares2.8K

Event2026-03-31

Filed2026-04-21

NPO

ENPRO INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-21

ATLANTA BRAVES HLDGS INC

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-21

STT

STATE STR CORP

-12.07%

Shares7.6K

Event2026-03-31

Filed2026-04-21

NFG

NATIONAL FUEL GAS CO

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

88.88%

Shares2.2K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

-4.47%

Shares9.7K

Event2026-03-31

Filed2026-04-21

XYL

XYLEM INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

-16.16%

Shares6.8K

Event2026-03-31

Filed2026-04-21

GE AEROSPACE

49.05%

Shares3.1K

Event2026-03-31

Filed2026-04-21

YUM

YUM BRANDS INC

0.02%

Shares5.5K

Event2026-03-31

Filed2026-04-21

URI

UNITED RENTALS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

UCB

UNITED CMNTY BKS BLAIRSVLE G

-16.20%

Shares26.0K

Event2026-03-31

Filed2026-04-21

BOEING CO

-0.27%

Shares4.0K

Event2026-03-31

Filed2026-04-21

ACA

ARCOSA INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

-11.47%

Shares12.9K

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP

-4.02%

Shares2.3K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

0.83%

Shares3.2K

Event2026-03-31

Filed2026-04-21

MSGS

MADISON SQUARE GRDN SPRT COR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

UTG

REAVES UTIL INCOME FD

0.00%

Shares19.7K

Event2026-03-31

Filed2026-04-21

KMI

KINDER MORGAN INC DEL

44.55%

Shares22.8K

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB CO

3.26%

Shares12.1K

Event2026-03-31

Filed2026-04-21

FLS

FLOWSERVE CORP

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares1

Event2026-03-31

Filed2026-04-21

PTLC

PACER FDS TR

-16.17%

Shares13.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-16.08%

Shares2.5K

Event2026-03-31

Filed2026-04-21

ETR

ENTERGY CORP NEW

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-21

DVY

ISHARES TR

-66.56%

Shares4.7K

Event2026-03-31

Filed2026-04-21

IEX

IDEX CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

46.70%

Shares801

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

New

Shares5.1K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

-25.63%

Shares5.9K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-2.82%

Shares3.1K

Event2026-03-31

Filed2026-04-21

REGN

REGENERON PHARMACEUTICALS

143.27%

Shares849

Event2026-03-31

Filed2026-04-21

CRGY

CRESCENT ENERGY COMPANY

0.00%

Shares48.4K

Event2026-03-31

Filed2026-04-21

ENERGY TRANSFER L P

2.01%

Shares33.8K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

-19.48%

Shares922

Event2026-03-31

Filed2026-04-21

INTC

INTEL CORP

-0.05%

Shares14.5K

Event2026-03-31

Filed2026-04-21

CNH

CNH INDL N V

0.00%

Shares58.1K

Event2026-03-31

Filed2026-04-21

PNC

PNC FINL SVCS GROUP INC

-3.30%

Shares3.0K

Event2026-03-31

Filed2026-04-21

PSX

PHILLIPS 66

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

DOMINION ENERGY INC

19.79%

Shares9.5K

Event2026-03-31

Filed2026-04-21

GILD

GILEAD SCIENCES INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

SPG

SIMON PPTY GROUP INC NEW

0.13%

Shares3.1K

Event2026-03-31

Filed2026-04-21

HRI

HERC HLDGS INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-21

XLP

SELECT SECTOR SPDR TR

-91.93%

Shares7.0K

Event2026-03-31

Filed2026-04-21

CAH

CARDINAL HEALTH INC

1.24%

Shares2.7K

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

-34.49%

Shares10.2K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-21

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

IDA

IDACORP INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

SONY

SONY GROUP CORP

0.00%

Shares25.2K

Event2026-03-31

Filed2026-04-21

IRM

IRON MTN INC DEL

6.02%

Shares5.1K

Event2026-03-31

Filed2026-04-21

FIRSTENERGY CORP

-1.51%

Shares10.2K

Event2026-03-31

Filed2026-04-21

ARRAY DIGITAL INFRASTRUCTURE

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

-21.49%

Shares2.1K

Event2026-03-31

Filed2026-04-21

ZBH

ZIMMER BIOMET HOLDINGS INC

3.74%

Shares5.5K

Event2026-03-31

Filed2026-04-21

RHP

RYMAN HOSPITALITY PPTYS INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-21

HAL

HALLIBURTON CO

-1.16%

Shares11.9K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-21

ITT INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORP

1.62%

Shares2.1K

Event2026-03-31

Filed2026-04-21

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

0.67%

Shares9.4K

Event2026-03-31

Filed2026-04-21

XLC

SELECT SECTOR SPDR TR

-21.48%

Shares4.0K

Event2026-03-31

Filed2026-04-21

DEO

DIAGEO PLC

21.80%

Shares5.9K

Event2026-03-31

Filed2026-04-21

NTRS

NORTHERN TR CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

COF

CAPITAL ONE FINL CORP

-0.58%

Shares2.4K

Event2026-03-31

Filed2026-04-21

VMI

VALMONT INDS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

AZZ

AZZ INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

0.07%

Shares4.5K

Event2026-03-31

Filed2026-04-21

RNR

RENAISSANCERE HLDGS LTD

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

NUE

NUCOR CORP

-4.66%

Shares2.5K

Event2026-03-31

Filed2026-04-21

TRV

TRAVELERS COMPANIES INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

NDAQ

NASDAQ INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-21

IDV

ISHARES TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-21

EVERSOURCE ENERGY

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-21

PBT

PERMIAN BASIN RTY TR

8.43%

Shares19.3K

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

DXJ

WISDOMTREE TR

17.99%

Shares2.6K

Event2026-03-31

Filed2026-04-21

MGV

VANGUARD WORLD FD

-8.43%

Shares2.8K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-21

XEL

XCEL ENERGY INC

-5.49%

Shares5.0K

Event2026-03-31

Filed2026-04-21

GPN

GLOBAL PMTS INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING IN

-1.13%

Shares1.9K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

AEM

AGNICO EAGLE MINES LTD

-10.03%

Shares1.9K

Event2026-03-31

Filed2026-04-21

SHEL

SHELL PLC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-21

MORGAN STANLEY

-2.11%

Shares2.3K

Event2026-03-31

Filed2026-04-21

TSPA

T ROWE PRICE ETF INC

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-21

ROST

ROSS STORES INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

APD

AIR PRODUCTS AND CHEMICALS I

-1.23%

Shares1.3K

Event2026-03-31

Filed2026-04-21

VDE

VANGUARD WORLD FD

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

TRN

TRINITY INDS INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-21

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

GFF

GRIFFON CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-21

PRA

PROASSURANCE CORP

-28.08%

Shares14.6K

Event2026-03-31

Filed2026-04-21

IHI

ISHARES TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-21

MMM

3M CO

49.02%

Shares2.4K

Event2026-03-31

Filed2026-04-21

SLB

SLB LIMITED

4.39%

Shares6.8K

Event2026-03-31

Filed2026-04-21

UNILEVER PLC

-12.75%

Shares6.0K

Event2026-03-31

Filed2026-04-21

POST

POST HLDGS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

-17.46%

Shares1.4K

Event2026-03-31

Filed2026-04-21

TECK

TECK RESOURCES LTD

6.22%

Shares6.3K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

0.38%

Shares3.7K

Event2026-03-31

Filed2026-04-21

ALL

ALLSTATE CORP

-10.63%

Shares1.5K

Event2026-03-31

Filed2026-04-21

FBK

FB FINL CORP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-21

CMCSA

COMCAST CORP NEW

-5.98%

Shares11.1K

Event2026-03-31

Filed2026-04-21

SXT

SENSIENT TECHNOLOGIES CORP

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORP

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

TER

TERADYNE INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-21

GDX

VANECK ETF TRUST

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

0.59%

Shares2.4K

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR

0.00%

Shares920

Event2026-03-31

Filed2026-04-21

LINDE PLC

-1.85%

Shares583

Event2026-03-31

Filed2026-04-21

MGK

VANGUARD WORLD FD

-5.99%

Shares769

Event2026-03-31

Filed2026-04-21

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

VXF

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

OBDC

BLUE OWL CAPITAL CORPORATION

28.20%

Shares25.3K

Event2026-03-31

Filed2026-04-21

CLX

CLOROX CO DEL

-6.98%

Shares2.7K

Event2026-03-31

Filed2026-04-21

AEE

AMEREN CORP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-21

TUA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares12.8K

Event2026-03-31

Filed2026-04-21

BSX

BOSTON SCIENTIFIC CORP

-9.14%

Shares4.3K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

AMERICAN COASTAL INS CORP

0.00%

Shares23.3K

Event2026-03-31

Filed2026-04-21

BBUS

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

KGC

KINROSS GOLD CORP

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-21

FDX

FEDEX CORP

-8.20%

Shares728

Event2026-03-31

Filed2026-04-21

KRYS

KRYSTAL BIOTECH INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-21

LNT

ALLIANT ENERGY CORP

-4.23%

Shares3.6K

Event2026-03-31

Filed2026-04-21

SMBK

SMARTFINANCIAL INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

0.25%

Shares4.5K

Event2026-03-31

Filed2026-04-21

DOLLAR GEN CORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

CHE

CHEMED CORP NEW

0.00%

Shares660

Event2026-03-31

Filed2026-04-21

CTVA

CORTEVA INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-21

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-21

ISRG

INTUITIVE SURGICAL INC

-18.78%

Shares519

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

0.45%

Shares2.5K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares705

Event2026-03-31

Filed2026-04-21

VFH

VANGUARD WORLD FD

0.10%

Shares1.9K

Event2026-03-31

Filed2026-04-21

CRWD

CROWDSTRIKE HLDGS INC

-17.27%

Shares599

Event2026-03-31

Filed2026-04-21

CRM

SALESFORCE INC

-29.08%

Shares1.3K

Event2026-03-31

Filed2026-04-21

PPG

PPG INDS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

MCK

MCKESSON CORP

-6.27%

Shares269

Event2026-03-31

Filed2026-04-21

SHOP

SHOPIFY INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

HWC

HANCOCK WHITNEY CORPORATION

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

New

Shares543

Event2026-03-31

Filed2026-04-21

VOT

VANGUARD INDEX FDS

0.00%

Shares893

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-21

MPW

MEDICAL PROPERTIES TRUST INC

7.30%

Shares49.2K

Event2026-03-31

Filed2026-04-21

HUBBELL INC

-5.31%

Shares464

Event2026-03-31

Filed2026-04-21

USB

US BANCORP

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

SPHR

SPHERE ENTERTAINMENT CO

New

Shares1.9K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares860

Event2026-03-31

Filed2026-04-21

ADM

ARCHER DANIELS MIDLAND CO

New

Shares3.1K

Event2026-03-31

Filed2026-04-21

CXT

CRANE NXT CO

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-21

JEPQ

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-21

PCAR

PACCAR INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

CASY

CASEYS GEN STORES INC

New

Shares300

Event2026-03-31

Filed2026-04-21

ITW

ILLINOIS TOOL WKS INC

0.12%

Shares830

Event2026-03-31

Filed2026-04-21

FCX

FREEPORT MCMORAN INC

New

Shares3.7K

Event2026-03-31

Filed2026-04-21

EVRG

EVERGY INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-21

PROFESIONALLY MANAGED PORTFO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-21

HBAN

HUNTINGTON BANCSHARES INC

New

Shares13.3K

Event2026-03-31

Filed2026-04-21

CITIGROUP INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

INTERNATIONAL PAPER CO

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-21

MWA

MUELLER WTR PRODS INC

New

Shares7.5K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

New

Shares6.7K

Event2026-03-31

Filed2026-04-21

INGERSOLL RAND INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-21

RIVN

RIVIAN AUTOMOTIVE INC

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-21

CRT

CROSS TIMBERS RTY TR

New

Shares14.9K

Event2026-03-31

Filed2026-04-21

SJT

SAN JUAN BASIN RTY TR

36.35%

Shares30.0K

Event2026-03-31

Filed2026-04-21

ZDGE

ZEDGE INC

0.00%

Shares45.7K

Event2026-03-31

Filed2026-04-21

ABEV

AMBEV SA

-0.66%

Shares45.2K

Event2026-03-31

Filed2026-04-21

AGNC

AGNC INVT CORP

New

Shares10.1K

Event2026-03-31

Filed2026-04-21

MARPS

MARINE PETE TR

New

Shares16.0K

Event2026-03-31

Filed2026-04-21

KSCP

KNIGHTSCOPE INC

New

Shares20.0K

Event2026-03-31

Filed2026-04-21

MTR

MESA RTY TR

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-21

BITF

BITFARMS LTD

0.00%

Shares32.7K

Event2026-03-31

Filed2026-04-21

GTN

GRAY MEDIA INC

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-21

UROY

URANIUM RTY CORP

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-21

WWR

WESTWATER RES INC

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-21

CTM

CASTELLUM INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

V Put PutVISA INC2.0K shares0.00%2026-03-312026-04-21

INVESCO QQQ TR Put PutINVESCO QQQ TR600 sharesnew addition2026-03-312026-04-21

V Put

VISA INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares600

Event2026-03-31

Filed2026-04-21