Sponsored
The Analysis of WEST MICHIGAN ADVISORS, LLC's Holdings & P&L
Currently, WEST MICHIGAN ADVISORS, LLC holds 298 types of securities in its portfolio with a total value $455.2M. In the most recent quarter, they have increased their positions in PJAN (+171.0K shares, valued at $7.9M), N/A (+34.9K shares, valued at $4.2M), BMY (+66.7K shares, valued at $4.0M); decreased their positions in JEPQ (-72.7K shares, valued at $4.0M), JNJ (-12.2K shares, valued at $3.0M), WBD (-102.9K shares, valued at $2.8M); initiated new positions in PJAN (+171.0K shares, valued at $7.9M), BMY (+66.7K shares, valued at $4.0M), HAS (+41.3K shares, valued at $3.9M).
1M P&L
+9.0M+2.10%
3M P&L
+12.3M+2.90%
HY P&L
+44.4M+11.29%
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/A118.7M
29.5%
2Auto Parts39.2M
9.7%
3Semiconductors23.0M
5.7%
Top Industries by Stock Count
1N/A101 stocks
37.4%
2Semiconductors8 stocks
3.0%
3Communication Equipment7 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund18.2K shares-55.45%2026-03-312026-05-05
Sponsored
Sponsored
FS Specialty Lending FD Shares Of Ben FS Specialty Lending FD Shares Of Ben111.5K shares-1.32%2026-03-312026-05-05
Sponsored
Sponsored
Lam Research Corporation Com New Lam Research Corporation Com New5.1K shares-19.96%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
General Electric Company Com New General Electric Company Com New2.9K shares0.65%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Monarch Volume Factor Dividnd ETF Monarch Volume Factor Dividnd ETF11.9K shares55.44%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
Monarch Volume Factor Global ETF Monarch Volume Factor Global ETF9.1K sharesnew addition2026-03-312026-05-05
Sponsored
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Sponsored
Sponsored
GNTX
0.01%Gentex Corp
Shares1.8M
Event2026-03-31
Filed2026-05-05
DIVO
-0.02%Amplify CWP Enhanced DIV Inm ETF
Shares339.0K
Event2026-03-31
Filed2026-05-05
AAPL
10.73%Apple Inc
Shares45.9K
Event2026-03-31
Filed2026-05-05
NVDA
5.74%Nvidia Corp
Shares60.8K
Event2026-03-31
Filed2026-05-05
MSFT
15.16%Microsoft
Shares28.3K
Event2026-03-31
Filed2026-05-05
PJAN
NewInnovator U.S. Equity Power Buffer ETF - January
Shares171.0K
Event2026-03-31
Filed2026-05-05
Vanguard S&P 500 ETF
3.80%Vanguard S&P 500 ETF
Shares10.6K
Event2026-03-31
Filed2026-05-05
Broadcom Inc
1.62%Broadcom Inc
Shares18.8K
Event2026-03-31
Filed2026-05-05
JPM
0.05%JPMorgan Chase
Shares18.8K
Event2026-03-31
Filed2026-05-05
Merck & Co. Inc.
390.42%Merck & Co. Inc.
Shares43.8K
Event2026-03-31
Filed2026-05-05
AMZN
5.18%Amazon.Com Inc
Shares25.3K
Event2026-03-31
Filed2026-05-05
BOXX
152.11%Alpha Architect 1-3 Month Box ETF
Shares43.1K
Event2026-03-31
Filed2026-05-05
HBAN
-8.55%Huntington Bancshs
Shares314.7K
Event2026-03-31
Filed2026-05-05
SGOV
2.81%iShares TR 0-3 MNTH Treasry
Shares49.2K
Event2026-03-31
Filed2026-05-05
Apple
0.00%Apple
Shares18.6K
Event2026-03-31
Filed2026-05-05
QCOM
45.97%Qualcomm Incorporated
Shares36.5K
Event2026-03-31
Filed2026-05-05
CSCO
19.82%Cisco Systems
Shares60.5K
Event2026-03-31
Filed2026-05-05
Alphabet Inc. Class A
77.70%Alphabet Inc. Class A
Shares16.2K
Event2026-03-31
Filed2026-05-05
NEM
6.68%Newmont Corp
Shares42.7K
Event2026-03-31
Filed2026-05-05
WMT
5.04%Wal-Mart
Shares36.6K
Event2026-03-31
Filed2026-05-05
EOG
24.17%Eog Res Incorporated
Shares30.7K
Event2026-03-31
Filed2026-05-05
AXP
45.54%American Express Co
Shares14.1K
Event2026-03-31
Filed2026-05-05
CMCSA
54.28%Comcast Corp Class A
Shares147.3K
Event2026-03-31
Filed2026-05-05
GILD
11.57%Gilead Sciences Incorporated
Shares29.8K
Event2026-03-31
Filed2026-05-05
BMY
NewBristol-Myers Squibb Company
Shares66.7K
Event2026-03-31
Filed2026-05-05
MO
34.19%Altria Group Incorporated
Shares58.9K
Event2026-03-31
Filed2026-05-05
ITW
37.28%Illinois Tool Works
Shares15.0K
Event2026-03-31
Filed2026-05-05
Eaton Corp PLC F
-2.53%Eaton Corp PLC F
Shares10.9K
Event2026-03-31
Filed2026-05-05
HAS
NewHasbro Incorporated
Shares41.3K
Event2026-03-31
Filed2026-05-05
ALLE
66.11%Allegion PLC Ord SHS
Shares26.4K
Event2026-03-31
Filed2026-05-05
GLD
-3.38%SPDR Gold Shares ETF
Shares8.9K
Event2026-03-31
Filed2026-05-05
MPC
-6.11%Marathon Pete Corp
Shares15.6K
Event2026-03-31
Filed2026-05-05
CAT
171.51%Caterpillar
Shares5.3K
Event2026-03-31
Filed2026-05-05
ABBV
-1.24%Abbvie Inc
Shares17.0K
Event2026-03-31
Filed2026-05-05
LDOS
44.26%Leidos Holdings Incorporated
Shares23.3K
Event2026-03-31
Filed2026-05-05
FTI
NewTechnipfmc PLC
Shares52.3K
Event2026-03-31
Filed2026-05-05
Invesco QQQ
39.24%Invesco QQQ
Shares6.0K
Event2026-03-31
Filed2026-05-05
FIVE
NewFive Below Incorporated
Shares14.8K
Event2026-03-31
Filed2026-05-05
CGGO
-36.02%Capital Group Global GRWT Eqy ETF
Shares101.1K
Event2026-03-31
Filed2026-05-05
IONS
16.14%Ionis Pharmaceuticals Incorporated
Shares44.6K
Event2026-03-31
Filed2026-05-05
QQQI
NewNeos Nasdaq 100 High Income ETF
Shares66.4K
Event2026-03-31
Filed2026-05-05
Ftai Aviation Limited SHS
NewFtai Aviation Limited SHS
Shares13.1K
Event2026-03-31
Filed2026-05-05
VZ
-11.91%Verizon
Shares63.9K
Event2026-03-31
Filed2026-05-05
CRM
13.18%Salesforce
Shares16.5K
Event2026-03-31
Filed2026-05-05
ADI
8.36%Analog Devices Inc
Shares9.6K
Event2026-03-31
Filed2026-05-05
INTC
162.32%Intel
Shares63.1K
Event2026-03-31
Filed2026-05-05
NEE
2.66%Nextera Energy Inc
Shares29.7K
Event2026-03-31
Filed2026-05-05
QDPL
7.05%Pacer FDS Trust Metaurus US Large Cap
Shares67.5K
Event2026-03-31
Filed2026-05-05
META
-2.14%Meta Platforms Inc Class A
Shares4.6K
Event2026-03-31
Filed2026-05-05
WFRD
NewWeatherford International PLC Ord SHS
Shares28.0K
Event2026-03-31
Filed2026-05-05
ELAN
318.04%Elanco Animal Health Incorporated
Shares109.9K
Event2026-03-31
Filed2026-05-05
TIGO
-26.72%Millicom Interntnl C F
Shares35.1K
Event2026-03-31
Filed2026-05-05
EFA
14.00%iShares MSCI EAFE ETF
Shares26.4K
Event2026-03-31
Filed2026-05-05
CB
-5.66%Chubb LTD F
Shares7.8K
Event2026-03-31
Filed2026-05-05
Berkshire Hathaway Class B
-10.00%Berkshire Hathaway Class B
Shares5.2K
Event2026-03-31
Filed2026-05-05
JNJ
-54.69%Johnson & Johnson
Shares10.1K
Event2026-03-31
Filed2026-05-05
JCI
-9.96%Johnson Controls Inter F
Shares18.5K
Event2026-03-31
Filed2026-05-05
IWF
9.72%iShares Russell 1000 Growth ETF
Shares5.6K
Event2026-03-31
Filed2026-05-05
MSI
-9.29%Motorola Solutions
Shares5.4K
Event2026-03-31
Filed2026-05-05
JCPB
-15.30%JPMorgan Core Plus Bond ETF
Shares49.0K
Event2026-03-31
Filed2026-05-05
JPST
-19.34%JPMorgan Ultra-Short Income ETF
Shares45.0K
Event2026-03-31
Filed2026-05-05
CME
-7.13%Cme Group Inc Class A
Shares7.7K
Event2026-03-31
Filed2026-05-05
SPYI
NewNeos S&P 500 High Income ETF
Shares45.4K
Event2026-03-31
Filed2026-05-05
LLY
5.57%Eli Lilly & Company
Shares2.3K
Event2026-03-31
Filed2026-05-05
AGG
-1.82%iShares Core US Aggregate Bond ETF
Shares21.0K
Event2026-03-31
Filed2026-05-05
SPHQ
-30.03%Invesco S&P 500 Quality ETF
Shares27.1K
Event2026-03-31
Filed2026-05-05
HD
1.82%Home Depot
Shares6.1K
Event2026-03-31
Filed2026-05-05
UNP
-7.84%Union Pacific Corp
Shares8.0K
Event2026-03-31
Filed2026-05-05
SYK
-24.60%Stryker Corporation
Shares5.6K
Event2026-03-31
Filed2026-05-05
JEPI
-44.37%JPMorgan Equity Premium Income ETF
Shares32.5K
Event2026-03-31
Filed2026-05-05
MINT
-55.45%PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
Shares18.2K
Event2026-03-31
Filed2026-05-05
DVN
-23.93%Devon Energy Corp
Shares36.0K
Event2026-03-31
Filed2026-05-05
IMTM
544.53%iShares TR MSCI Intl Moment
Shares35.4K
Event2026-03-31
Filed2026-05-05
NFLX
-2.16%Netflix Inc
Shares17.6K
Event2026-03-31
Filed2026-05-05
SCHD
12.49%Schwab US Dividend Equity ETF
Shares54.5K
Event2026-03-31
Filed2026-05-05
APD
-4.63%Air Prod & Chemicals
Shares5.7K
Event2026-03-31
Filed2026-05-05
JMEE
-36.52%JP Morgan ETF Trust MKT Expansion Enhanced
Shares23.3K
Event2026-03-31
Filed2026-05-05
JEPQ
-73.13%J P Morgan Nasdaq EQT PRM Inc ETF IV
Shares26.7K
Event2026-03-31
Filed2026-05-05
IWD
-0.25%iShares Russell 1000 Value ETF
Shares6.9K
Event2026-03-31
Filed2026-05-05
CVX
7.99%Chevron Corp.
Shares6.9K
Event2026-03-31
Filed2026-05-05
Alphabet Inc. Class C
4.60%Alphabet Inc. Class C
Shares4.9K
Event2026-03-31
Filed2026-05-05
FS Specialty Lending FD Shares Of Ben
-1.32%FS Specialty Lending FD Shares Of Ben
Shares111.5K
Event2026-03-31
Filed2026-05-05
VTI
1.81%Vanguard Total Stock Market ETF
Shares4.2K
Event2026-03-31
Filed2026-05-05
TLT
14.00%iShares TR 20 YR TR BD ETF
Shares15.3K
Event2026-03-31
Filed2026-05-05
JIRE
-44.97%J P Morgan Exchange-Traded International Resh Enhanced
Shares17.2K
Event2026-03-31
Filed2026-05-05
RODM
NewHartford MLTFCTR DVLPD MRKTS ETF
Shares32.7K
Event2026-03-31
Filed2026-05-05
FTGS
-50.69%First Trust Growth Strength ETF IV
Shares37.0K
Event2026-03-31
Filed2026-05-05
PG
-8.77%Procter & Gamble
Shares8.7K
Event2026-03-31
Filed2026-05-05
IDVO
31.87%Amplify Intrntnl Enhnc Divi Incm ETF
Shares30.9K
Event2026-03-31
Filed2026-05-05
AMAT
132.42%Applied Matls Incorporated
Shares3.6K
Event2026-03-31
Filed2026-05-05
AVUV
NewAvantis US Small Cap Value ETF
Shares11.3K
Event2026-03-31
Filed2026-05-05
Coherent Corporation
-17.33%Coherent Corporation
Shares5.2K
Event2026-03-31
Filed2026-05-05
MCD
10.83%McDonalds
Shares3.9K
Event2026-03-31
Filed2026-05-05
SPY
15.83%SPDR S&P 500 ETF
Shares1.8K
Event2026-03-31
Filed2026-05-05
TJX
-3.18%TJX Companies Incorporated New
Shares7.2K
Event2026-03-31
Filed2026-05-05
JPIE
11.84%JPMorgan Income ETF
Shares24.7K
Event2026-03-31
Filed2026-05-05
KO
0.27%Coca-Cola
Shares14.6K
Event2026-03-31
Filed2026-05-05
PDBC
13.17%Invsc Actvly MNG Optm YD DVRS ETF
Shares64.1K
Event2026-03-31
Filed2026-05-05
BBY
-22.08%Best Buy Co Inc
Shares16.9K
Event2026-03-31
Filed2026-05-05
TSLA
0.10%Tesla Motors
Shares3.0K
Event2026-03-31
Filed2026-05-05
FIXD
-4.59%First Trust TCW Opportunistic Fi ETF
Shares25.1K
Event2026-03-31
Filed2026-05-05
Lam Research Corporation Com New
-19.96%Lam Research Corporation Com New
Shares5.1K
Event2026-03-31
Filed2026-05-05
TFIN
0.00%Triumph Finl Inc
Shares17.6K
Event2026-03-31
Filed2026-05-05
IBM
-7.18%IBM
Shares4.3K
Event2026-03-31
Filed2026-05-05
RTX
-15.07%RTX Corporation
Shares5.4K
Event2026-03-31
Filed2026-05-05
RJF
0.00%Raymond James Finl
Shares7.1K
Event2026-03-31
Filed2026-05-05
RCL
0.29%Royal Caribbean Cruises
Shares3.7K
Event2026-03-31
Filed2026-05-05
IYR
NewiShares US Real Estate ETF
Shares10.9K
Event2026-03-31
Filed2026-05-05
V
16.90%Visa Inc Class A
Shares3.4K
Event2026-03-31
Filed2026-05-05
QTPI
31.33%North SQR Rcim Tax Adv Pre In ETF
Shares39.7K
Event2026-03-31
Filed2026-05-05
GLW
52.57%Corning Incorporated
Shares7.4K
Event2026-03-31
Filed2026-05-05
CIEN
-18.49%Ciena Corporation Com New
Shares2.5K
Event2026-03-31
Filed2026-05-05
FTCS
-0.13%First Trust Capital Strength ETF
Shares10.4K
Event2026-03-31
Filed2026-05-05
GS
-12.04%Goldman Sachs Group
Shares1.1K
Event2026-03-31
Filed2026-05-05
BIL
10.05%SPDR Bloomberg 1 3 MNTH T BLL ETF
Shares10.0K
Event2026-03-31
Filed2026-05-05
SHY
28.83%iShares 1-3 Year Treasry Bond ETF
Shares11.0K
Event2026-03-31
Filed2026-05-05
Duke Energy Corp
-7.37%Duke Energy Corp
Shares6.9K
Event2026-03-31
Filed2026-05-05
XSMO
NewInvesco S&P Smallcap Momentum ETF
Shares11.8K
Event2026-03-31
Filed2026-05-05
IEFA
-4.50%iShares TR Core MSCI EAFE
Shares9.9K
Event2026-03-31
Filed2026-05-05
ABT
-1.85%Abbott Laboratories
Shares8.6K
Event2026-03-31
Filed2026-05-05
WFC
36.99%Wells Fargo & Co
Shares11.0K
Event2026-03-31
Filed2026-05-05
ALB
NewAlbemarle Corp
Shares4.8K
Event2026-03-31
Filed2026-05-05
Alcoa
0.00%Alcoa
Shares3.8K
Event2026-03-31
Filed2026-05-05
UNIY
-3.63%The Wisdomtree Trust Voya Yield Enhanced Usd
Shares17.8K
Event2026-03-31
Filed2026-05-05
VRT
NewVertiv Holdings Company Com Class A
Shares3.4K
Event2026-03-31
Filed2026-05-05
WDC
-16.10%Western Digital Corporation.
Shares3.1K
Event2026-03-31
Filed2026-05-05
UNH
30.87%UnitedHealth Group
Shares3.1K
Event2026-03-31
Filed2026-05-05
General Electric Company Com New
0.65%General Electric Company Com New
Shares2.9K
Event2026-03-31
Filed2026-05-05
ASTS
4.27%Ast Spacemobile Incorporated Com Class A
Shares9.9K
Event2026-03-31
Filed2026-05-05
SNDK
NewSandisk Corporation
Shares1.3K
Event2026-03-31
Filed2026-05-05
ECG
NewEverus Constr Group
Shares6.9K
Event2026-03-31
Filed2026-05-05
MRNA
NewModerna Incorporated
Shares15.7K
Event2026-03-31
Filed2026-05-05
RVMD
8.07%Revolution Medicines Inc
Shares8.2K
Event2026-03-31
Filed2026-05-05
LITE
-39.02%Lumentum HLDGS Incorporated
Shares1.1K
Event2026-03-31
Filed2026-05-05
ROIV
-1.66%Roivant Sciences LTD F
Shares28.6K
Event2026-03-31
Filed2026-05-05
TER
-15.38%Teradyne Incorporate
Shares2.7K
Event2026-03-31
Filed2026-05-05
IVV
-4.80%iShares TR Core S&P500 ETF
Shares1.2K
Event2026-03-31
Filed2026-05-05
MKSI
NewMKS Inc
Shares3.4K
Event2026-03-31
Filed2026-05-05
QQQM
-30.22%Invesco Nasdaq 100 ETF
Shares3.2K
Event2026-03-31
Filed2026-05-05
IEI
80.12%iShares TR 3 7 YR Treas BD
Shares6.4K
Event2026-03-31
Filed2026-05-05
USMV
-5.64%iShares MSCI USA Min Vol FCTR ETF
Shares8.0K
Event2026-03-31
Filed2026-05-05
SLV
-0.63%iShares Silver TR iShares
Shares10.8K
Event2026-03-31
Filed2026-05-05
WBD
-79.32%Warner Brothers Discover
Shares26.8K
Event2026-03-31
Filed2026-05-05
KTOS
0.04%Kratos Defense & Sec Solutions Com New
Shares10.4K
Event2026-03-31
Filed2026-05-05
ATI
NewAti Inc
Shares5.0K
Event2026-03-31
Filed2026-05-05
VEA
-3.14%Vanguard FTSE Developed Markets ETF
Shares11.4K
Event2026-03-31
Filed2026-05-05
Anglogold Ashanti PLC F
3.73%Anglogold Ashanti PLC F
Shares7.4K
Event2026-03-31
Filed2026-05-05
PANW
36.33%Palo Alto Networks
Shares4.5K
Event2026-03-31
Filed2026-05-05
SCCO
NewSouthern Copper Corp
Shares4.2K
Event2026-03-31
Filed2026-05-05
IBIT
-0.05%iShares Bitcoin ETF
Shares18.7K
Event2026-03-31
Filed2026-05-05
MU
-18.28%Micron Technology Incorporated
Shares2.1K
Event2026-03-31
Filed2026-05-05
Medtronic PLC F
-1.73%Medtronic PLC F
Shares8.1K
Event2026-03-31
Filed2026-05-05
Rocket Lab Corporation
NewRocket Lab Corporation
Shares10.9K
Event2026-03-31
Filed2026-05-05
AMKR
NewAmkor Technology Inc
Shares15.4K
Event2026-03-31
Filed2026-05-05
COP
10.46%Conocophillips
Shares5.3K
Event2026-03-31
Filed2026-05-05
FSCO
-14.84%FS Credit Opportunit
Shares134.7K
Event2026-03-31
Filed2026-05-05
T
14.80%AT&T
Shares23.6K
Event2026-03-31
Filed2026-05-05
PLTR
-78.46%Palantir Technologies Incorporated Class A
Shares4.7K
Event2026-03-31
Filed2026-05-05
AEM
5.17%Agnico Eagle Mines Limited
Shares3.4K
Event2026-03-31
Filed2026-05-05
ORCL
13.10%Oracle Corporation
Shares4.6K
Event2026-03-31
Filed2026-05-05
KRMN
-69.64%Karman HLDGS Incorporated Common Stock
Shares8.3K
Event2026-03-31
Filed2026-05-05
Dodge & Cox Income Fund
NewDodge & Cox Income Fund
Shares35.0K
Event2026-03-31
Filed2026-05-05
ADPV
73.24%Adaptiv Select ETF
Shares15.1K
Event2026-03-31
Filed2026-05-05
KBE
NewSPDR S&P Bank ETF
Shares10.6K
Event2026-03-31
Filed2026-05-05
CLIP
3.92%Global X 1 3 Month T Bill ETF
Shares6.2K
Event2026-03-31
Filed2026-05-05
AMGN
12.10%Amgen Inc.
Shares1.7K
Event2026-03-31
Filed2026-05-05
FIX
-45.31%Comfort Systems USA Incorporated
Shares420
Event2026-03-31
Filed2026-05-05
XOM
-5.47%ExxonMobil
Shares3.4K
Event2026-03-31
Filed2026-05-05
MGNR
37.16%American Beacon Select Funds GLG Nat Res ETF
Shares11.0K
Event2026-03-31
Filed2026-05-05
WMB
-5.02%Williams Cos Inc
Shares7.8K
Event2026-03-31
Filed2026-05-05
PMAR
NewInnovator U.S. Equity Power Buffer ETF - March
Shares12.6K
Event2026-03-31
Filed2026-05-05
CSHI
NewNeos Enhanced Income 1-3 Month T-Bill ETF
Shares11.3K
Event2026-03-31
Filed2026-05-05
SSO
4.70%ProShares Ultra S&P500
Shares10.6K
Event2026-03-31
Filed2026-05-05
HTAB
-0.81%Hartford Schroders Tax-Aware Bond ETF
Shares28.6K
Event2026-03-31
Filed2026-05-05
QDF
-3.12%Flexshares Quality Dividend Index Fund
Shares6.9K
Event2026-03-31
Filed2026-05-05
SPGI
33.48%S&P Global Incorporated
Shares1.2K
Event2026-03-31
Filed2026-05-05
VTEB
-17.24%Vanguard Tax-Exempt Bond ETF
Shares10.6K
Event2026-03-31
Filed2026-05-05
HYTR
138.70%Counterpoint High Yield Trend ETF
Shares24.8K
Event2026-03-31
Filed2026-05-05
Linde PLC SHS
NewLinde PLC SHS
Shares1.0K
Event2026-03-31
Filed2026-05-05
O
NewRealty Income Corporation REIT
Shares8.3K
Event2026-03-31
Filed2026-05-05
GEV
8.21%GE Vernova Incorporated
Shares567
Event2026-03-31
Filed2026-05-05
TPYP
0.00%Tortoise North American Pipeline ETF
Shares11.3K
Event2026-03-31
Filed2026-05-05
IJR
0.18%iShares Core S&P Small-Cap ETF
Shares3.8K
Event2026-03-31
Filed2026-05-05
FV
0.00%First Trust Dorsey Wright Focus 5 ETF
Shares7.5K
Event2026-03-31
Filed2026-05-05
CRMD
0.00%Cormedix Incorporated
Shares66.0K
Event2026-03-31
Filed2026-05-05
AMD
-46.07%Advanced Micro Device In
Shares2.2K
Event2026-03-31
Filed2026-05-05
TECL
-1.96%Direxion Daily Technology Bull 3X Shares
Shares5.0K
Event2026-03-31
Filed2026-05-05
SHW
-5.42%Sherwin Williams Co
Shares1.3K
Event2026-03-31
Filed2026-05-05
ICE
16.20%Intercontinental Exchange Incorporated
Shares2.7K
Event2026-03-31
Filed2026-05-05
TXN
NewTexas Instruments
Shares2.2K
Event2026-03-31
Filed2026-05-05
MA
15.83%Mastercard Inc Class A
Shares827
Event2026-03-31
Filed2026-05-05
SNA
27.28%Snap On Incorporated
Shares1.1K
Event2026-03-31
Filed2026-05-05
ETR
NewEntergy Corporation New
Shares3.6K
Event2026-03-31
Filed2026-05-05
BlackRock Inc New
33.97%BlackRock Inc New
Shares422
Event2026-03-31
Filed2026-05-05
COWZ
-30.61%Pacer US Cash Cows 100 ETF
Shares6.4K
Event2026-03-31
Filed2026-05-05
HMOP
75.11%Hartford Municipal Opportnits ETF
Shares10.3K
Event2026-03-31
Filed2026-05-05
IWB
-34.83%iShares Russell 1000 ETF
Shares1.1K
Event2026-03-31
Filed2026-05-05
DRI
NewDarden Restaurants
Shares2.0K
Event2026-03-31
Filed2026-05-05
ALL
0.65%Allstate Corporation
Shares1.9K
Event2026-03-31
Filed2026-05-05
CMI
NewCummins Incorporated
Shares710
Event2026-03-31
Filed2026-05-05
SYF
-0.18%Synchrony Financial
Shares5.6K
Event2026-03-31
Filed2026-05-05
GCOW
67.94%Pacer Global Cash Cows Dividend ETF
Shares8.2K
Event2026-03-31
Filed2026-05-05
PM
NewPhilip Morris International Incorporated
Shares2.2K
Event2026-03-31
Filed2026-05-05
Accenture PLC F Class A
43.60%Accenture PLC F Class A
Shares1.8K
Event2026-03-31
Filed2026-05-05
SDY
4.09%SPDR S&P Dividend ETF
Shares2.5K
Event2026-03-31
Filed2026-05-05
IEMG
6.15%iShares Incorporated Core MSCI Emkt
Shares5.0K
Event2026-03-31
Filed2026-05-05
Monarch Volume Factor Dividnd ETF
55.44%Monarch Volume Factor Dividnd ETF
Shares11.9K
Event2026-03-31
Filed2026-05-05
LMBS
3.12%FRST TRT Low DTN Opnts ETF IV
Shares6.9K
Event2026-03-31
Filed2026-05-05
TMUS
-5.75%T-Mobile US Incorporated
Shares1.6K
Event2026-03-31
Filed2026-05-05
TFI
-1.90%SPDR Nuveen Bloomberg Municipal Bond ETF
Shares7.4K
Event2026-03-31
Filed2026-05-05
PNC
-43.77%PNC Finl Services
Shares1.6K
Event2026-03-31
Filed2026-05-05
AVLV
NewAvantis US Large Cap Value ETF
Shares4.1K
Event2026-03-31
Filed2026-05-05
IWM
-26.28%iShares TR Russell 2000 ETF
Shares1.3K
Event2026-03-31
Filed2026-05-05
FSK
-19.63%FS KKR Capital Corp
Shares31.1K
Event2026-03-31
Filed2026-05-05
PDO
NewPIMCO Dynamic Income
Shares25.0K
Event2026-03-31
Filed2026-05-05
DGRO
-38.91%iShares TR Core DIV GRWTH
Shares4.6K
Event2026-03-31
Filed2026-05-05
VO
-0.18%Vanguard Mid Cap ETF
Shares1.1K
Event2026-03-31
Filed2026-05-05
EQIX
24.06%Equinix Inc REIT
Shares330
Event2026-03-31
Filed2026-05-05
ET
10.44%Energy Transfer L P LP
Shares16.7K
Event2026-03-31
Filed2026-05-05
Astrazeneca PLC
NewAstrazeneca PLC
Shares1.6K
Event2026-03-31
Filed2026-05-05
PEP
-4.33%Pepsico Inc
Shares2.1K
Event2026-03-31
Filed2026-05-05
IJH
-9.00%iShares TR Core S&P MCP ETF
Shares4.7K
Event2026-03-31
Filed2026-05-05
JBL
0.50%Jabil Incorporated
Shares1.2K
Event2026-03-31
Filed2026-05-05
ADM
0.35%Archer-Daniels-Midln
Shares4.4K
Event2026-03-31
Filed2026-05-05
MOS
0.00%Mosaic
Shares12.3K
Event2026-03-31
Filed2026-05-05
SBUX
3.09%Starbucks Corp
Shares3.5K
Event2026-03-31
Filed2026-05-05
IWN
0.49%iShares TR Rus 2000 Val ETF
Shares1.6K
Event2026-03-31
Filed2026-05-05
WTFC
-0.41%Wintrust Finl Corporation
Shares2.2K
Event2026-03-31
Filed2026-05-05
ECL
-0.52%Ecolab Incorporated
Shares1.1K
Event2026-03-31
Filed2026-05-05
DE
-8.80%Deere & Company
Shares539
Event2026-03-31
Filed2026-05-05
RNP
0.36%Cohen Steers REIT Prefer
Shares15.4K
Event2026-03-31
Filed2026-05-05
BKR
-37.24%Baker Hughes Co. Class A
Shares5.0K
Event2026-03-31
Filed2026-05-05
EMR
18.11%Emerson Elec Company
Shares2.3K
Event2026-03-31
Filed2026-05-05
HON
NewHoneywell Intl Inc
Shares1.3K
Event2026-03-31
Filed2026-05-05
VWOB
NewVanguard Emerging Markets Government Bond ETF
Shares4.5K
Event2026-03-31
Filed2026-05-05
PFFV
-46.52%Global X Variable Rate Preferred ETF
Shares13.5K
Event2026-03-31
Filed2026-05-05
COST
-2.32%Costco Wholesale Co
Shares295
Event2026-03-31
Filed2026-05-05
Monarch Volume Factor Global ETF
NewMonarch Volume Factor Global ETF
Shares9.1K
Event2026-03-31
Filed2026-05-05
ROK
-16.27%Rockwell Automation Incorporated
Shares818
Event2026-03-31
Filed2026-05-05
IEF
10.93%iShares 7-10 Year Treasury Bond ETF
Shares3.1K
Event2026-03-31
Filed2026-05-05
GE
0.00%General Electric
Shares1.0K
Event2026-03-31
Filed2026-05-05
CALF
-24.71%Pacer US Small Cap Cash Cows 100 ETF
Shares6.5K
Event2026-03-31
Filed2026-05-05
IWO
-0.11%iShares TR Rus 2000 GRW ETF
Shares928
Event2026-03-31
Filed2026-05-05
HPE
-6.30%Hewlett Packard Enterprise Company
Shares12.0K
Event2026-03-31
Filed2026-05-05
WM
-1.89%Waste Management Inc
Shares1.2K
Event2026-03-31
Filed2026-05-05
SHEL
NewShell PLC Spon Ads
Shares3.1K
Event2026-03-31
Filed2026-05-05
Citigroup Incorporated Com New
1.50%Citigroup Incorporated Com New
Shares2.5K
Event2026-03-31
Filed2026-05-05
MIY
NewBlackRock Muniy Michigan
Shares23.6K
Event2026-03-31
Filed2026-05-05
PH
NewParker-Hannifin Corporation
Shares313
Event2026-03-31
Filed2026-05-05
NXPI
-89.71%NXP Semiconductors N V
Shares1.4K
Event2026-03-31
Filed2026-05-05
PFE
-2.38%Pfizer
Shares9.8K
Event2026-03-31
Filed2026-05-05
KMI
0.10%Kinder Morgan Inc
Shares8.1K
Event2026-03-31
Filed2026-05-05
PSX
NewPhillips 66
Shares1.5K
Event2026-03-31
Filed2026-05-05
VMBS
-22.92%Vanguard Mortgage Backed Sec ETF
Shares5.6K
Event2026-03-31
Filed2026-05-05
XLV
NewSPDR Health Care Select
Shares1.8K
Event2026-03-31
Filed2026-05-05
FFA
0.20%First TR Enhanced Equity Incom
Shares12.7K
Event2026-03-31
Filed2026-05-05
VYM
-14.00%Vanguard High Dividend Yield ETF
Shares1.7K
Event2026-03-31
Filed2026-05-05
PBR
NewPetroleo Brasileiro SA Petrobr Sponsored ADR
Shares12.3K
Event2026-03-31
Filed2026-05-05
HAL
NewHalliburton Company
Shares6.5K
Event2026-03-31
Filed2026-05-05
General Dynamics Corporation
NewGeneral Dynamics Corporation
Shares736
Event2026-03-31
Filed2026-05-05
CGUS
5.96%Capital Group Core Equity ETF SHS Creation Unit
Shares6.5K
Event2026-03-31
Filed2026-05-05
LYB
NewLyondellbasell Industries N V SHS - A -
Shares3.1K
Event2026-03-31
Filed2026-05-05
FCX
-1.51%Freeport-Mcmoran Incorporated Class B
Shares4.2K
Event2026-03-31
Filed2026-05-05
IWS
0.53%iShares TR Rus MDCP Val ETF
Shares1.7K
Event2026-03-31
Filed2026-05-05
BP
NewBP PLC F Sponsored ADR
Shares5.2K
Event2026-03-31
Filed2026-05-05
AHR
0.00%American Healthcare REIT Incorporated Com SHS REIT
Shares5.1K
Event2026-03-31
Filed2026-05-05
VWO
NewVanguard MSCI Emerging Markets ETF
Shares13.0K
Event2026-03-31
Filed2026-05-05
PRU
13.07%Prudential Finl
Shares2.5K
Event2026-03-31
Filed2026-05-05
CF
-55.34%CF Industries HLDGS Incorporated
Shares1.9K
Event2026-03-31
Filed2026-05-05
COMM
0.00%Commscope HLDG Co Inc
Shares13.3K
Event2026-03-31
Filed2026-05-05
IWP
0.71%iShares TR Rus MD CP GR ETF
Shares1.9K
Event2026-03-31
Filed2026-05-05
VLO
NewValero Energy Corp
Shares954
Event2026-03-31
Filed2026-05-05
SPIB
6.82%SPDR Portfolio Intermediate Term Corporate Bond ETF
Shares7.0K
Event2026-03-31
Filed2026-05-05
IGSB
-22.72%iShares TR Is 1-5 YR In GR CR BD ETF
Shares4.4K
Event2026-03-31
Filed2026-05-05
MMM
-0.62%3M
Shares1.6K
Event2026-03-31
Filed2026-05-05
FIS
NewFidelity Natl Information SVCS
Shares4.9K
Event2026-03-31
Filed2026-05-05
PLD
NewPrologis Inc. REIT
Shares1.7K
Event2026-03-31
Filed2026-05-05
SUB
1.72%iShares TR SHRT Nat Mun ETF
Shares2.1K
Event2026-03-31
Filed2026-05-05
DBMF
-0.55%Imgp Dbi Managed Futures STRTGY ETF
Shares7.5K
Event2026-03-31
Filed2026-05-05
FDX
NewFedex Corp
Shares633
Event2026-03-31
Filed2026-05-05
CMS
NewC M S Energy Corp
Shares2.9K
Event2026-03-31
Filed2026-05-05
SU
NewSuncor Energy Incorporated New
Shares3.4K
Event2026-03-31
Filed2026-05-05
FVD
0.15%First Trust Value Line Dividend Index Fund
Shares4.7K
Event2026-03-31
Filed2026-05-05
CSL
0.00%Carlisle Companies Incorporated
Shares660
Event2026-03-31
Filed2026-05-05
ADP
NewAutomatic Data Processing Incorporated
Shares1.1K
Event2026-03-31
Filed2026-05-05
WELL
-7.14%Welltower Incorporated REIT
Shares1.1K
Event2026-03-31
Filed2026-05-05
OKE
NewOneok Incorporated New
Shares2.3K
Event2026-03-31
Filed2026-05-05
UTHR
NewUnited Therapeutics Corporation Del
Shares352
Event2026-03-31
Filed2026-05-05
BA
NewBoeing Co
Shares1.0K
Event2026-03-31
Filed2026-05-05
BAC
-55.94%Bank Of America Corp
Shares4.2K
Event2026-03-31
Filed2026-05-05
KLAC
-54.43%Kla Corporation Com New
Shares139
Event2026-03-31
Filed2026-05-05
F
0.52%Ford Motor Co
Shares17.7K
Event2026-03-31
Filed2026-05-05
LOW
NewLowes Companies Inc
Shares863
Event2026-03-31
Filed2026-05-05
IMO
NewImperial Oil Limited Com New
Shares1.5K
Event2026-03-31
Filed2026-05-05
ETW
0.00%Eaton Vance Tax-Managed Global
Shares12.9K
Event2026-03-31
Filed2026-05-05
EAD
2.37%Allspring Income Opportunit Inc Oppty FD
Shares13.7K
Event2026-03-31
Filed2026-05-05
YTRA
0.00%Yatra Online Incorporated Ord SHS
Shares20.0K
Event2026-03-31
Filed2026-05-05
AVLNF
0.00%Avalon Advanced Matls Incorporated Com New
Shares12.0K
Event2026-03-31
Filed2026-05-05
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