The Analysis of WHITTIER TRUST CO OF NEVADA INC's Holdings & P&L


Currently, WHITTIER TRUST CO OF NEVADA INC holds 1411 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in NVDA (+779.0K shares, valued at $138.4M), LITE (+30.2K shares, valued at $23.3M), NFLX (+182.1K shares, valued at $18.0M); decreased their positions in CVX (-60.1K shares, valued at $11.9M), AAPL (-43.8K shares, valued at $11.3M), SPY (-13.8K shares, valued at $9.1M); initiated new positions in BE (+36.1K shares, valued at $4.9M), ARM (+24.1K shares, valued at $3.6M), TOL (+24.8K shares, valued at $3.4M).


1M P&L
+149.0M+3.27%
3M P&L
+145.3M+3.19%
HY P&L
+328.5M+7.51%

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/A1.2B
28.8%
2Semiconductors427.9M
10.1%
3Software - Infrastructure322.6M
7.6%

Top Industries by Stock Count

1N/A375 stocks
27.9%
2Software - Application41 stocks
3.1%
3Banks - Regional37 stocks
2.8%
Stock Holdings
NVDA
NVIDIA CORP
59.61%
Shares2.1M
Event2026-03-31
Filed2026-04-28
AAPL
APPLE COMPUTER
-4.02%
Shares1.0M
Event2026-03-31
Filed2026-04-28
MSFT
MICROSOFT CORP
3.85%
Shares642.3K
Event2026-03-31
Filed2026-04-28
ALPHABET INC.
ALPHABET INC.
-3.42%
Shares664.7K
Event2026-03-31
Filed2026-04-28
AMZN
AMAZON.COM
4.38%
Shares685.1K
Event2026-03-31
Filed2026-04-28
SPY
SPDR S&P 500
-5.92%
Shares218.9K
Event2026-03-31
Filed2026-04-28
IVV
ISHARES S&P 500
6.76%
Shares170.6K
Event2026-03-31
Filed2026-04-28
BROADCOM INC
BROADCOM INC
5.28%
Shares335.7K
Event2026-03-31
Filed2026-04-28
JPM
JP MORGAN CHASE
4.63%
Shares328.3K
Event2026-03-31
Filed2026-04-28
IJH
I SHARES S&P MID 400
5.51%
Shares1.2M
Event2026-03-31
Filed2026-04-28
IEMG
ISHARES EMERG-IEMG
4.60%
Shares1.2M
Event2026-03-31
Filed2026-04-28
VEA
VANGUARD FTSE INTL
4.82%
Shares1.1M
Event2026-03-31
Filed2026-04-28
V
VISA INC
3.62%
Shares212.6K
Event2026-03-31
Filed2026-04-28
VWO
VANG EMERG MKT ETF
3.77%
Shares1.2M
Event2026-03-31
Filed2026-04-28
BERKSHIRE CLB
BERKSHIRE CLB
6.01%
Shares126.6K
Event2026-03-31
Filed2026-04-28
META
META PLATFORMS INC
8.15%
Shares103.2K
Event2026-03-31
Filed2026-04-28
IEFA
ISHARES EAFE-IEFA
10.02%
Shares579.1K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
2.81%
Shares172.3K
Event2026-03-31
Filed2026-04-28
LLY
LILLY ELI & CO
5.54%
Shares49.2K
Event2026-03-31
Filed2026-04-28
RTX
RAYTHEON TECHNOLOGIE
4.57%
Shares210.8K
Event2026-03-31
Filed2026-04-28
IJR
ISHARES S&PSMCAP 600
12.76%
Shares326.4K
Event2026-03-31
Filed2026-04-28
TJX
TJX COMPANIES
4.69%
Shares253.9K
Event2026-03-31
Filed2026-04-28
CVX
CHEVRON
-22.97%
Shares201.4K
Event2026-03-31
Filed2026-04-28
MDY
MIDCAP SPDR
-6.36%
Shares63.5K
Event2026-03-31
Filed2026-04-28
IWB
ISHR RUSSELL 1000
0.00%
Shares105.5K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TRUST
INVESCO QQQ TRUST
-0.19%
Shares63.7K
Event2026-03-31
Filed2026-04-28
COST
COSTCO WHOLESALE
5.26%
Shares35.7K
Event2026-03-31
Filed2026-04-28
GS
GOLDMAN SACHS
-10.43%
Shares41.7K
Event2026-03-31
Filed2026-04-28
TSLA
TESLA MOTORS INC
13.13%
Shares101.5K
Event2026-03-31
Filed2026-04-28
MERCK & CO
MERCK & CO
7.16%
Shares280.1K
Event2026-03-31
Filed2026-04-28
WMT
WAL MART STORES
33.29%
Shares259.0K
Event2026-03-31
Filed2026-04-28
IWM
ISHARES RUSL 2000
-0.46%
Shares122.5K
Event2026-03-31
Filed2026-04-28
JNJ
JOHNSON & JOHNSON
-0.10%
Shares128.2K
Event2026-03-31
Filed2026-04-28
NET
CLOUDFLARE INC
7.04%
Shares139.6K
Event2026-03-31
Filed2026-04-28
HON
HONEYWELL INTL
4.45%
Shares128.5K
Event2026-03-31
Filed2026-04-28
VANGUARD S&P
VANGUARD S&P
-0.04%
Shares46.7K
Event2026-03-31
Filed2026-04-28
TMO
THERMO FISHER CORP
6.17%
Shares57.9K
Event2026-03-31
Filed2026-04-28
BRK.A
BERKSHIRE HATHAWAY
0.00%
Shares39
Event2026-03-31
Filed2026-04-28
IWC
ISHR RUSSELL MICR ID
134.58%
Shares164.7K
Event2026-03-31
Filed2026-04-28
DHR
DANAHER CORP
6.06%
Shares133.8K
Event2026-03-31
Filed2026-04-28
PM
PHILIP MORRIS INTL
-19.92%
Shares159.4K
Event2026-03-31
Filed2026-04-28
APH
AMPHENOL CORP
6.82%
Shares192.5K
Event2026-03-31
Filed2026-04-28
NSC
NORFOLK SOUTHN
5.72%
Shares84.2K
Event2026-03-31
Filed2026-04-28
CAT
CATERPILLAR INC
-0.83%
Shares33.5K
Event2026-03-31
Filed2026-04-28
MPWR
MONOLITHIC
-11.53%
Shares20.2K
Event2026-03-31
Filed2026-04-28
LITE
LUMENTUM HOLDINGS
335933.33%
Shares30.2K
Event2026-03-31
Filed2026-04-28
PNC
PNC FINANCIAL
5.49%
Shares109.2K
Event2026-03-31
Filed2026-04-28
ISRG
INTUITIVE SURGICAL
5.03%
Shares51.0K
Event2026-03-31
Filed2026-04-28
XOM
EXXON-MOBIL
-8.02%
Shares138.3K
Event2026-03-31
Filed2026-04-28
ABBV
ABBVIE INC
4.05%
Shares108.3K
Event2026-03-31
Filed2026-04-28
TRGP
TARGA RESOURCES CORP
-1.85%
Shares90.9K
Event2026-03-31
Filed2026-04-28
THE BLACKSTONE GROUP
THE BLACKSTONE GROUP
39.83%
Shares193.2K
Event2026-03-31
Filed2026-04-28
VO
VANGUARD MID - CAP
0.31%
Shares73.8K
Event2026-03-31
Filed2026-04-28
IWN
ISHARES RUSL2000 VAL
-2.75%
Shares110.6K
Event2026-03-31
Filed2026-04-28
IWR
ISHARES RUSL MIDCAP
4.24%
Shares211.3K
Event2026-03-31
Filed2026-04-28
NFLX
NETFLIX
704.87%
Shares207.9K
Event2026-03-31
Filed2026-04-28
CRWD
CROWDSTRIKE HLDGS IN
6.30%
Shares51.6K
Event2026-03-31
Filed2026-04-28
VRT
VERTIV HOLDINGS CO-A
3.40%
Shares78.0K
Event2026-03-31
Filed2026-04-28
COP
CONOCOPHILLIP
7.96%
Shares147.8K
Event2026-03-31
Filed2026-04-28
MCK
MCKESSON HBOC INC
13.47%
Shares22.5K
Event2026-03-31
Filed2026-04-28
VLO
VALERO ENERGY
-11.84%
Shares76.2K
Event2026-03-31
Filed2026-04-28
VV
VANG LG-CAP
-1.96%
Shares60.7K
Event2026-03-31
Filed2026-04-28
CW
CURTISS-WRIGHT
-8.13%
Shares26.1K
Event2026-03-31
Filed2026-04-28
EQT CORP COM.
EQT CORP COM.
5.61%
Shares302.2K
Event2026-03-31
Filed2026-04-28
URI
UNITED RENTALS
-0.23%
Shares24.2K
Event2026-03-31
Filed2026-04-28
VB
VANGUARD SMALL - CAP
-1.08%
Shares63.8K
Event2026-03-31
Filed2026-04-28
MCD
MCDONALDS CORP
0.07%
Shares54.4K
Event2026-03-31
Filed2026-04-28
XBI
SPDR BIOTECH - XBI
3.59%
Shares126.5K
Event2026-03-31
Filed2026-04-28
RBC
RBC BEARINGS INC
-11.69%
Shares27.9K
Event2026-03-31
Filed2026-04-28
ORLY
O'REILLY AUTOMOTIVE
6.31%
Shares166.4K
Event2026-03-31
Filed2026-04-28
DIS
DISNEY WALT CO
3.58%
Shares154.3K
Event2026-03-31
Filed2026-04-28
LAM RESEARCH CORP
LAM RESEARCH CORP
222.00%
Shares66.6K
Event2026-03-31
Filed2026-04-28
CBRE
CB RICHARD
67884.62%
Shares106.1K
Event2026-03-31
Filed2026-04-28
EFA
ISHARES MSCI EAFE
-0.32%
Shares146.4K
Event2026-03-31
Filed2026-04-28
PG
PROCTER & GAMBLE
-27.01%
Shares100.5K
Event2026-03-31
Filed2026-04-28
IWV
ISHARES RUSSELL
-22.81%
Shares38.0K
Event2026-03-31
Filed2026-04-28
PLTR
PALANTIR TECHNOLOGIE
42.72%
Shares96.2K
Event2026-03-31
Filed2026-04-28
KKR & CO INC - A
KKR & CO INC - A
86.06%
Shares153.4K
Event2026-03-31
Filed2026-04-28
EWBC
EAST WEST BANC
2.47%
Shares124.5K
Event2026-03-31
Filed2026-04-28
CSCO
CISCO SYS INC
4.53%
Shares168.5K
Event2026-03-31
Filed2026-04-28
IWO
ISHARES RUSL2000 GRW
0.00%
Shares40.1K
Event2026-03-31
Filed2026-04-28
HD
HOME DEPOT
0.92%
Shares39.0K
Event2026-03-31
Filed2026-04-28
CASY
CASEY'S GENE
3.43%
Shares16.9K
Event2026-03-31
Filed2026-04-28
PEP
PEPSICO INC
-0.61%
Shares79.9K
Event2026-03-31
Filed2026-04-28
SCHM
SCHWAB MID CAP-SCHM
10.94%
Shares395.2K
Event2026-03-31
Filed2026-04-28
MMC
MARSH & MCLENNAN
6.77%
Shares70.7K
Event2026-03-31
Filed2026-04-28
GENERAL ELECTRIC CO
GENERAL ELECTRIC CO
10.92%
Shares42.5K
Event2026-03-31
Filed2026-04-28
VIG
VANGUARD DIV APP-VIG
-1.76%
Shares55.5K
Event2026-03-31
Filed2026-04-28
AXP
AMERICAN EXPRESS
4.73%
Shares39.3K
Event2026-03-31
Filed2026-04-28
SPGI
S&P GLOBAL INC.
3.23%
Shares27.6K
Event2026-03-31
Filed2026-04-28
CEG
CONSTELLATION ENERGY
5.81%
Shares43.4K
Event2026-03-31
Filed2026-04-28
MU
MICRON TECH
4983.20%
Shares31.5K
Event2026-03-31
Filed2026-04-28
DIA
SPDR DJIA TRUST
0.01%
Shares25.0K
Event2026-03-31
Filed2026-04-28
SUI
SUN CMNTYS
-17.76%
Shares90.8K
Event2026-03-31
Filed2026-04-28
SCHW
CHARLES SCHWAB
4.83%
Shares123.5K
Event2026-03-31
Filed2026-04-28
TDY
TELEDYNE TECH
9.22%
Shares18.0K
Event2026-03-31
Filed2026-04-28
ISHARES GOLD TRUST
ISHARES GOLD TRUST
4.61%
Shares128.3K
Event2026-03-31
Filed2026-04-28
VEU
VGRD ALL WORLD EX-US
-1.68%
Shares144.9K
Event2026-03-31
Filed2026-04-28
ODFL
OLD DOMINION
3.64%
Shares53.4K
Event2026-03-31
Filed2026-04-28
ABT
ABBOTT LABS
-45.13%
Shares103.6K
Event2026-03-31
Filed2026-04-28
ORCL
ORACLE SYSTEMS
0.60%
Shares69.2K
Event2026-03-31
Filed2026-04-28
NEE
NEXTERA ENERGY INC
6.05%
Shares108.3K
Event2026-03-31
Filed2026-04-28
ECL
ECOLAB INC
8.61%
Shares34.5K
Event2026-03-31
Filed2026-04-28
UBER
UBER TECHNOLOGIES
1315.77%
Shares122.9K
Event2026-03-31
Filed2026-04-28
GLD
SPDR GOLD
45.20%
Shares20.1K
Event2026-03-31
Filed2026-04-28
SCHA
SCHWB US SCAP-SCHA
-0.52%
Shares288.1K
Event2026-03-31
Filed2026-04-28
SSD
SIMPSON MANUFACTUR
3.34%
Shares50.7K
Event2026-03-31
Filed2026-04-28
EEM
ISHARES EMERGNG MKTS
3.21%
Shares148.1K
Event2026-03-31
Filed2026-04-28
DG
DOLLAR GENERAL
8.42%
Shares67.5K
Event2026-03-31
Filed2026-04-28
COF
CAPITAL ONE
6.63%
Shares44.6K
Event2026-03-31
Filed2026-04-28
BSX
BOSTON SCIENTIFIC
5054.76%
Shares130.9K
Event2026-03-31
Filed2026-04-28
BLD
TOPBUILD CORP
3.17%
Shares22.1K
Event2026-03-31
Filed2026-04-28
GEV
GE VERNOVA INC
1.32%
Shares8.8K
Event2026-03-31
Filed2026-04-28
EXP
EAGLE MATERIAL
3.59%
Shares42.3K
Event2026-03-31
Filed2026-04-28
AMGN
AMGEN INC
6.48%
Shares22.9K
Event2026-03-31
Filed2026-04-28
BLACKROCK INC
BLACKROCK INC
-0.01%
Shares7.8K
Event2026-03-31
Filed2026-04-28
LOW
LOWES COS
-0.25%
Shares31.3K
Event2026-03-31
Filed2026-04-28
EMR
EMERSON ELECTRIC
3.71%
Shares55.2K
Event2026-03-31
Filed2026-04-28
IBM
I.B.M
4.79%
Shares29.5K
Event2026-03-31
Filed2026-04-28
MNST
MONSTER BEVERAGE
9515.29%
Shares95.6K
Event2026-03-31
Filed2026-04-28
KO
COCA COLA CO
-2.49%
Shares91.6K
Event2026-03-31
Filed2026-04-28
INTC
INTEL CORP
-0.63%
Shares139.2K
Event2026-03-31
Filed2026-04-28
DINO
HF SINCLAIR CORP
3.78%
Shares114.4K
Event2026-03-31
Filed2026-04-28
BOOT
BOOT BARN HOLDINGS
-14.23%
Shares45.6K
Event2026-03-31
Filed2026-04-28
RDNT
RADNET INC
3.64%
Shares121.2K
Event2026-03-31
Filed2026-04-28
PR
PERMIAN RESOURCES
9.17%
Shares315.4K
Event2026-03-31
Filed2026-04-28
VTI
VANGUARD INDEX
0.15%
Shares20.4K
Event2026-03-31
Filed2026-04-28
SHW
SHERWIN WILLIAMS
-0.58%
Shares20.5K
Event2026-03-31
Filed2026-04-28
SDY
SPDR S&P DIV SDY
1.99%
Shares44.0K
Event2026-03-31
Filed2026-04-28
UNP
UNION PACIFIC
15.17%
Shares26.2K
Event2026-03-31
Filed2026-04-28
TRV
TRAVELERS
-2.12%
Shares21.0K
Event2026-03-31
Filed2026-04-28
FIX
COMFORT SYS
42980.00%
Shares4.3K
Event2026-03-31
Filed2026-04-28
MO
ALTRIA GROUP
7.33%
Shares92.5K
Event2026-03-31
Filed2026-04-28
OLLI
OLLIE'S BARGAIN
2.73%
Shares63.3K
Event2026-03-31
Filed2026-04-28
TLN
TALEN ENERGY CORP
4.79%
Shares19.0K
Event2026-03-31
Filed2026-04-28
LPLA
LPL FINANCIAL HLDGS
5.50%
Shares20.9K
Event2026-03-31
Filed2026-04-28
BRO
BROWN & BROWN INC
4.02%
Shares92.2K
Event2026-03-31
Filed2026-04-28
IWD
ISHARES RUSL1000 VAL
-0.09%
Shares27.8K
Event2026-03-31
Filed2026-04-28
GEHC
GE HEALTHCARE TECH
2.33%
Shares85.4K
Event2026-03-31
Filed2026-04-28
BROS
DUTCH BROS INC
6.30%
Shares112.2K
Event2026-03-31
Filed2026-04-28
BAC
BANK OF AMERICA
6.97%
Shares118.2K
Event2026-03-31
Filed2026-04-28
DE
DEERE & CO
-2.90%
Shares10.0K
Event2026-03-31
Filed2026-04-28
DDOG
DATADOG INC
4.98%
Shares48.9K
Event2026-03-31
Filed2026-04-28
MPC
MARATHON PETE CORP
11.57%
Shares23.1K
Event2026-03-31
Filed2026-04-28
HLI
HOULIHAN LOKEY INC
4.00%
Shares39.6K
Event2026-03-31
Filed2026-04-28
CMCSA
COMCAST CL A
5.96%
Shares201.4K
Event2026-03-31
Filed2026-04-28
CFR
CULLEN/FROST
3.39%
Shares37.5K
Event2026-03-31
Filed2026-04-28
UNH
UNITED HEALTH
-0.91%
Shares18.2K
Event2026-03-31
Filed2026-04-28
GWRE
GUIDEWIRE SOFTWARE
4.10%
Shares34.2K
Event2026-03-31
Filed2026-04-28
MDLZ
MONDELEZ INTL
-5.86%
Shares84.3K
Event2026-03-31
Filed2026-04-28
MLM
MARTIN MARIETTA
6.62%
Shares8.2K
Event2026-03-31
Filed2026-04-28
ET
ENERGY TRANSFER
0.00%
Shares257.5K
Event2026-03-31
Filed2026-04-28
H
HYATT HOTELS
3.52%
Shares33.4K
Event2026-03-31
Filed2026-04-28
BE
BLOOM ENERGY CORP A
New
Shares36.1K
Event2026-03-31
Filed2026-04-28
BMY
BRISTOL-MYERS SQUIBB
0.00%
Shares82.0K
Event2026-03-31
Filed2026-04-28
PSTG
PURE STORAGE INC
3.99%
Shares78.8K
Event2026-03-31
Filed2026-04-28
OEF
ISHRS S&P 100-OEF
0.00%
Shares14.9K
Event2026-03-31
Filed2026-04-28
AXON
AXON ENTERPRISE INC
2.38%
Shares11.5K
Event2026-03-31
Filed2026-04-28
GILD
GILEAD SCIENCES
-2.54%
Shares33.3K
Event2026-03-31
Filed2026-04-28
MDB
MONGODB INC
8927.00%
Shares18.1K
Event2026-03-31
Filed2026-04-28
AEP
AMERICAN ELECT POWER
5.93%
Shares34.2K
Event2026-03-31
Filed2026-04-28
MMM
3M CO COM
3.37%
Shares31.0K
Event2026-03-31
Filed2026-04-28
PLNT
PLANET FITNESS INC-A
3.30%
Shares60.9K
Event2026-03-31
Filed2026-04-28
BA
BOEING CO
-6.83%
Shares21.0K
Event2026-03-31
Filed2026-04-28
ACWX
ISHARES NON-US STOCK
-1.63%
Shares63.2K
Event2026-03-31
Filed2026-04-28
VCIT
VANGUARD CORP VCIT
-1.25%
Shares52.8K
Event2026-03-31
Filed2026-04-28
VUG
VANGUARD GROWTH
0.00%
Shares9.8K
Event2026-03-31
Filed2026-04-28
OTTR
OTTER TAIL CORP
1.55%
Shares48.9K
Event2026-03-31
Filed2026-04-28
EWY
ISHARES S KOREA
58.50%
Shares32.9K
Event2026-03-31
Filed2026-04-28
SNOW
SNOWFLAKE INC
14.07%
Shares27.5K
Event2026-03-31
Filed2026-04-28
MUSA
MURPHY USA INC
7.24%
Shares8.0K
Event2026-03-31
Filed2026-04-28
SBUX
STARBUCKS CORP
3.32%
Shares42.7K
Event2026-03-31
Filed2026-04-28
BXP
BOSTON PPTYS
-45.23%
Shares77.4K
Event2026-03-31
Filed2026-04-28
LOB
LIVE OAK BANCSHARES
10.16%
Shares117.1K
Event2026-03-31
Filed2026-04-28
IWF
ISHARES RUSL1000 GRW
-0.13%
Shares9.2K
Event2026-03-31
Filed2026-04-28
LMT
LOCKHEED MARTIN CORP
1.99%
Shares6.1K
Event2026-03-31
Filed2026-04-28
MA
MASTER CARD INC.
22.46%
Shares7.7K
Event2026-03-31
Filed2026-04-28
ARES
ARES MANAGEMENT CORP
6079.18%
Shares37.7K
Event2026-03-31
Filed2026-04-28
FICO
FAIR ISSAC
-35.24%
Shares3.5K
Event2026-03-31
Filed2026-04-28
KLAC
KLA INSTRUMENTS
3.40%
Shares2.4K
Event2026-03-31
Filed2026-04-28
QCOM
QUALCOMM INC
18.73%
Shares29.7K
Event2026-03-31
Filed2026-04-28
CHYM
CHIME FINANCIAL INC
0.00%
Shares192.9K
Event2026-03-31
Filed2026-04-28
VZ
VERIZON COMM
-1.13%
Shares75.9K
Event2026-03-31
Filed2026-04-28
CPRT
COPART INC
-57.58%
Shares112.8K
Event2026-03-31
Filed2026-04-28
BLDR
BUILDERS FIRST
-37.35%
Shares44.5K
Event2026-03-31
Filed2026-04-28
IJJ
ISHARES S&P MID VAL
-1.09%
Shares27.2K
Event2026-03-31
Filed2026-04-28
ARM
Arm Holdings PLC
New
Shares24.1K
Event2026-03-31
Filed2026-04-28
TTAN
SERVICETITAN INC CL
81.59%
Shares56.5K
Event2026-03-31
Filed2026-04-28
VYM
VANGUARD HIGH DVD
10.05%
Shares23.9K
Event2026-03-31
Filed2026-04-28
TOL
Toll Brothers Inc.
New
Shares24.8K
Event2026-03-31
Filed2026-04-28
KMI
KINDER MORGAN / DELA
-1.26%
Shares98.9K
Event2026-03-31
Filed2026-04-28
SUN
SUNOCO LP
0.00%
Shares50.7K
Event2026-03-31
Filed2026-04-28
ITW
ILLINOIS TOOL WKS
-1.98%
Shares12.4K
Event2026-03-31
Filed2026-04-28
SCHX
SCHWB US LG CAP-SCHX
2.13%
Shares121.9K
Event2026-03-31
Filed2026-04-28
GVI
ISHRS INTERM GOV GVI
0.00%
Shares29.1K
Event2026-03-31
Filed2026-04-28
ECG
Everus Construction Group Inc.
New
Shares25.3K
Event2026-03-31
Filed2026-04-28
MELI
MERCADOLIBRE INC.
37.47%
Shares1.7K
Event2026-03-31
Filed2026-04-28
MCO
MOODYS CORP
10.06%
Shares6.6K
Event2026-03-31
Filed2026-04-28
AWK
AMERICAN WTR WORKS
15.69%
Shares21.1K
Event2026-03-31
Filed2026-04-28
XLK
SECTOR SPDR TR
-3.39%
Shares21.2K
Event2026-03-31
Filed2026-04-28
VNQ
VANGUARD REIT
-1.05%
Shares31.8K
Event2026-03-31
Filed2026-04-28
XLV
SPDR HEALTH CARE SEL
-6.93%
Shares19.5K
Event2026-03-31
Filed2026-04-28
CRM
SALESFORCE.COM
-6.19%
Shares15.4K
Event2026-03-31
Filed2026-04-28
SLV
ISHARES SILVER
-12.81%
Shares43.1K
Event2026-03-31
Filed2026-04-28
DVY
ISHARES DJ SLCT DIVD
0.09%
Shares18.3K
Event2026-03-31
Filed2026-04-28
MUB
ETF NATL MUNIS
-2.43%
Shares25.4K
Event2026-03-31
Filed2026-04-28
SUSA
ISHARES KLD SOCIAL
-0.48%
Shares19.6K
Event2026-03-31
Filed2026-04-28
IWS
ISHARES RUSL MID VAL
-0.59%
Shares17.6K
Event2026-03-31
Filed2026-04-28
WST
WEST PHARMACEUTICAL
-57.66%
Shares10.0K
Event2026-03-31
Filed2026-04-28
AMD
ADVANC MICRO DEVICE
-0.21%
Shares11.6K
Event2026-03-31
Filed2026-04-28
YUM
YUM BRANDS
0.02%
Shares16.2K
Event2026-03-31
Filed2026-04-28
INVESCO S&P 500
INVESCO S&P 500
20.07%
Shares13.0K
Event2026-03-31
Filed2026-04-28
HDV
ISHS HIGH DIV EQ-HDV
-0.16%
Shares18.6K
Event2026-03-31
Filed2026-04-28
RPM
RPM INTER INC
3.51%
Shares25.7K
Event2026-03-31
Filed2026-04-28
T
AT&T INC
-3.26%
Shares85.9K
Event2026-03-31
Filed2026-04-28
PFE
PFIZER INC
-2.57%
Shares84.9K
Event2026-03-31
Filed2026-04-28
GLDM
SPDR GOLD MINISHARES
0.00%
Shares25.5K
Event2026-03-31
Filed2026-04-28
IVW
ETF S&P 500 GROWTH
-5.44%
Shares20.3K
Event2026-03-31
Filed2026-04-28
TXN
TEXAS INSTRUMENTS
5.05%
Shares11.7K
Event2026-03-31
Filed2026-04-28
NUMG
NUSHARES ESG MIDCAP
-1.00%
Shares55.2K
Event2026-03-31
Filed2026-04-28
TPR
TAPESTRY INC
159990.00%
Shares16.0K
Event2026-03-31
Filed2026-04-28
DOCS
DOXIMITY INC
32405.98%
Shares97.8K
Event2026-03-31
Filed2026-04-28
WM
WASTE MANAGEMENT NEW
36.39%
Shares9.6K
Event2026-03-31
Filed2026-04-28
WFC
WELLS FARGO
3.23%
Shares27.3K
Event2026-03-31
Filed2026-04-28
CME
CME GROUP INC.
33.81%
Shares7.2K
Event2026-03-31
Filed2026-04-28
CARR
CARRIER GLOBAL CORP
-0.65%
Shares39.8K
Event2026-03-31
Filed2026-04-28
PLD
PROLOGIS INC
-3.29%
Shares16.3K
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
CITIGROUP INC
23.71%
Shares18.4K
Event2026-03-31
Filed2026-04-28
SYK
STRYKER CORP
-1.47%
Shares6.4K
Event2026-03-31
Filed2026-04-28
NOC
NORTHROP
1.19%
Shares3.1K
Event2026-03-31
Filed2026-04-28
SYF
SYNCHRONY FINANCIAL
1.37%
Shares30.5K
Event2026-03-31
Filed2026-04-28
FLIN
FRANKLIN FTSE INDIA
30.35%
Shares62.3K
Event2026-03-31
Filed2026-04-28
NOW
SERVICENOW INC
-77.81%
Shares20.2K
Event2026-03-31
Filed2026-04-28
CL
COLGATE - PALMOLIVE
-0.03%
Shares24.3K
Event2026-03-31
Filed2026-04-28
FTNT
FORTINET INC
0.28%
Shares24.8K
Event2026-03-31
Filed2026-04-28
WING
WINGSTOP INC
3.39%
Shares12.2K
Event2026-03-31
Filed2026-04-28
ESGV
VANGUARD ESG US STK
0.00%
Shares17.6K
Event2026-03-31
Filed2026-04-28
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-2.72%
Shares15.6K
Event2026-03-31
Filed2026-04-28
ADP
AUTOMATIC DATA PROC
-1.17%
Shares9.6K
Event2026-03-31
Filed2026-04-28
REXR
REXFORD INDUSTRIAL
-68.12%
Shares55.3K
Event2026-03-31
Filed2026-04-28
XLE
ENERGY SELECT SECTOR
-14.07%
Shares30.1K
Event2026-03-31
Filed2026-04-28
IVE
ISHARES BARRA VALUE
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-28
NUSC
NUSHARES ESG SM CAP
-3.99%
Shares39.0K
Event2026-03-31
Filed2026-04-28
EVR
EVERCORE PARTNERS
7367.95%
Shares5.8K
Event2026-03-31
Filed2026-04-28
EOG
EOG RESOURCES INC
0.09%
Shares12.2K
Event2026-03-31
Filed2026-04-28
FTV
FORTIVE CORP
-75.37%
Shares28.5K
Event2026-03-31
Filed2026-04-28
IDV
ISH DJ EPAC SDIV-IDV
0.00%
Shares37.1K
Event2026-03-31
Filed2026-04-28
ELV
ELEVANCE HEALTH INC
-13.34%
Shares5.2K
Event2026-03-31
Filed2026-04-28
APD
AIR PRODUCTS
-5.63%
Shares5.3K
Event2026-03-31
Filed2026-04-28
MINT
PIMCO ENHANCED SHORT
-8.13%
Shares15.5K
Event2026-03-31
Filed2026-04-28
CWB
BARCLAY CAP CONV ETF
-7.30%
Shares16.5K
Event2026-03-31
Filed2026-04-28
PANW
PALO ALTO NETWORKS
-6.54%
Shares9.5K
Event2026-03-31
Filed2026-04-28
BKLN
INVESCO SENIOR LOAN
0.00%
Shares75.0K
Event2026-03-31
Filed2026-04-28
IYE
ISHARES ENERGY
0.00%
Shares24.1K
Event2026-03-31
Filed2026-04-28
CTVA
CORTEVA INC
-3.67%
Shares18.1K
Event2026-03-31
Filed2026-04-28
INTU
INTUIT
0.11%
Shares3.6K
Event2026-03-31
Filed2026-04-28
BK
BONY - MELLON
9.36%
Shares12.0K
Event2026-03-31
Filed2026-04-28
ADBE
ADOBE SYSTEMS
1.10%
Shares6.1K
Event2026-03-31
Filed2026-04-28
IJS
ISHARES SMCAP VALUE
0.00%
Shares12.4K
Event2026-03-31
Filed2026-04-28
IJT
ISHARES SMCAP GROWT
-1.50%
Shares9.8K
Event2026-03-31
Filed2026-04-28
ALL
ALLSTATE CORP
2.72%
Shares7.0K
Event2026-03-31
Filed2026-04-28
SPHQ
INVESCO S&P 500 QLTY
0.00%
Shares18.7K
Event2026-03-31
Filed2026-04-28
IWP
ISHARES RUSL MID GRW
0.00%
Shares10.9K
Event2026-03-31
Filed2026-04-28
NUDM
NUVEEN ESG INTL DEV
-3.03%
Shares38.5K
Event2026-03-31
Filed2026-04-28
AMAT
APPLIED MATERIALS
-17.32%
Shares4.0K
Event2026-03-31
Filed2026-04-28
VXF
VANG EXT MKT - VXF
-1.24%
Shares6.6K
Event2026-03-31
Filed2026-04-28
IGSB
ISHARE CORP BOND ETF
-0.02%
Shares25.4K
Event2026-03-31
Filed2026-04-28
BIIB
BIOGEN IDEC INC.
0.19%
Shares7.7K
Event2026-03-31
Filed2026-04-28
WFC-PL
WELLS FARGO CO 7.5
108.46%
Shares1.1K
Event2026-03-31
Filed2026-04-28
KDP
KEURIG DR PEPPER INC
3767.23%
Shares50.7K
Event2026-03-31
Filed2026-04-28
NKE
NIKE
-3.95%
Shares29.5K
Event2026-03-31
Filed2026-04-28
VEEV
VEEVA SYSTEMS INC CL
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-28
DSI
ISHR MSCI SOCIAL DSI
-1.97%
Shares10.4K
Event2026-03-31
Filed2026-04-28
OTIS
OTIS WORLDWIDE CORP
-5.19%
Shares16.4K
Event2026-03-31
Filed2026-04-28
PKW
PWR SHS BUYBACK-PKW
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-28
XLY
CONSUMER DISCRETION
-8.31%
Shares11.6K
Event2026-03-31
Filed2026-04-28
WES
WESTERN MIDSTREAM
0.00%
Shares30.8K
Event2026-03-31
Filed2026-04-28
CTAS
CINTAS CORP
0.81%
Shares7.2K
Event2026-03-31
Filed2026-04-28
FIGR
Figure Technology Solutions Inc.
New
Shares37.7K
Event2026-03-31
Filed2026-04-28
MCHP
MICROCHIP TECH
-9.10%
Shares18.1K
Event2026-03-31
Filed2026-04-28
CMG
CHIPOTLE MEXICAN
-10.84%
Shares36.0K
Event2026-03-31
Filed2026-04-28
VOE
VANGUARD MCAP V VOE
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-28
BCI
ABERDEEN STANDARD
96.43%
Shares48.5K
Event2026-03-31
Filed2026-04-28
MOAT
VANECK VEC MORN-MOAT
-0.54%
Shares12.3K
Event2026-03-31
Filed2026-04-28
TGT
TARGET CORP
-6.95%
Shares9.7K
Event2026-03-31
Filed2026-04-28
VHT
VANGUARD HC ETF
-11.39%
Shares4.1K
Event2026-03-31
Filed2026-04-28
KRMN
Karman Holdings Inc.
New
Shares13.1K
Event2026-03-31
Filed2026-04-28
HSY
HERSHEY FOODS
0.90%
Shares5.4K
Event2026-03-31
Filed2026-04-28
VOT
VANGUARD MID-CAP
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-28
KMB
KIMBERLY CLARK
7.00%
Shares11.2K
Event2026-03-31
Filed2026-04-28
JEPI
JPMORGAN EQUITY
3.00%
Shares19.0K
Event2026-03-31
Filed2026-04-28
CIGNA CORP
CIGNA CORP
-4.04%
Shares3.9K
Event2026-03-31
Filed2026-04-28
JEF
JEFFERIES FINANCIAL
357.94%
Shares25.3K
Event2026-03-31
Filed2026-04-28
AFL
AFLAC
0.21%
Shares9.5K
Event2026-03-31
Filed2026-04-28
ICE
INTERCONTINENTAL EXC
23.42%
Shares6.3K
Event2026-03-31
Filed2026-04-28
TDG
TRANSDIGM GROUP
-0.23%
Shares851
Event2026-03-31
Filed2026-04-28
DUKE ENERGY CORP
DUKE ENERGY CORP
0.44%
Shares7.5K
Event2026-03-31
Filed2026-04-28
CMI
CUMMINS ENGINE
-5.51%
Shares1.8K
Event2026-03-31
Filed2026-04-28
WAB
WABTEC CORP
0.08%
Shares3.9K
Event2026-03-31
Filed2026-04-28
PSX
PHILLIPS 66
0.18%
Shares5.5K
Event2026-03-31
Filed2026-04-28
BBUS
J P MORGAN EXCHANGE
5.13%
Shares8.2K
Event2026-03-31
Filed2026-04-28
VTEB
VGRD TAX-EX BND-VTEB
0.00%
Shares19.1K
Event2026-03-31
Filed2026-04-28
SJM
SMUCKER J.M
-6.85%
Shares10.0K
Event2026-03-31
Filed2026-04-28
UHS
UNIVERSAL HEALTH
0.25%
Shares5.2K
Event2026-03-31
Filed2026-04-28
ADI
ANALOG DEVICES INC
-1.87%
Shares2.9K
Event2026-03-31
Filed2026-04-28
HUBBELL INC
HUBBELL INC
0.11%
Shares1.9K
Event2026-03-31
Filed2026-04-28
HLT
HILTON WORLDWIDE
0.20%
Shares3.0K
Event2026-03-31
Filed2026-04-28
VTV
VANGUARD VALUE - VTV
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-28
DTD
WISDOMTREE US TOTAL
0.00%
Shares10.5K
Event2026-03-31
Filed2026-04-28
Solstice Advanced Materials Inc.
Solstice Advanced Materials Inc.
-61.81%
Shares11.6K
Event2026-03-31
Filed2026-04-28
GIS
GENERAL MILLS
-3.99%
Shares24.1K
Event2026-03-31
Filed2026-04-28
PHO
PSHS WTR RES-PHO
126.50%
Shares13.3K
Event2026-03-31
Filed2026-04-28
AMT
AMER TOWER
-11.45%
Shares4.9K
Event2026-03-31
Filed2026-04-28
DHI
D.R. HORTON
468.40%
Shares6.1K
Event2026-03-31
Filed2026-04-28
BDX
BECTON DICKINSON
-2.84%
Shares5.6K
Event2026-03-31
Filed2026-04-28
ITOT
ISHS S&P TOT-ITOT
0.00%
Shares5.9K
Event2026-03-31
Filed2026-04-28
RGA
REINSURANCE GROUP
-0.20%
Shares4.1K
Event2026-03-31
Filed2026-04-28
MET
METLIFE
-11.21%
Shares11.9K
Event2026-03-31
Filed2026-04-28
AJG
GALLAGHER
-2.27%
Shares3.8K
Event2026-03-31
Filed2026-04-28
WELL
WELLTOWER INC
0.90%
Shares4.1K
Event2026-03-31
Filed2026-04-28
Sunbelt Rentals Holdings Inc.
Sunbelt Rentals Holdings Inc.
New
Shares13.1K
Event2026-03-31
Filed2026-04-28
AME
AMETEK
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-28
Qnity Electronics Inc.
Qnity Electronics Inc.
-6.87%
Shares6.8K
Event2026-03-31
Filed2026-04-28
PH
PARKER HANNIFIN
-4.80%
Shares852
Event2026-03-31
Filed2026-04-28
SRE
SEMPRA CORP
2.42%
Shares7.9K
Event2026-03-31
Filed2026-04-28
NEM
NEWM0NT MINING
-0.03%
Shares6.7K
Event2026-03-31
Filed2026-04-28
USB
US BANCORP
0.09%
Shares14.2K
Event2026-03-31
Filed2026-04-28
EFV
MSCI EAFE VALUE IDX
-0.99%
Shares10.0K
Event2026-03-31
Filed2026-04-28
VFLO
Victory Portfolios II
New
Shares18.8K
Event2026-03-31
Filed2026-04-28
SPSB
SPDR BARC STCOR SCPB
0.00%
Shares24.8K
Event2026-03-31
Filed2026-04-28
IBIT
ISHARES BITCOIN TR
25.60%
Shares18.8K
Event2026-03-31
Filed2026-04-28
DFUS
DIMENSIONAL US EQ
0.00%
Shares10.3K
Event2026-03-31
Filed2026-04-28
SMH
VANECK VECTORS SEMI
-11.67%
Shares1.8K
Event2026-03-31
Filed2026-04-28
VCSH
VANG ST CORP BD-VCSH
-16.48%
Shares9.1K
Event2026-03-31
Filed2026-04-28
SCHD
SCHWAB US DVD EQUITY
117.85%
Shares23.5K
Event2026-03-31
Filed2026-04-28
MS
MORGAN STANLEY DEAN
-14.31%
Shares4.3K
Event2026-03-31
Filed2026-04-28
EQIX
EQUINIX INC
-21.32%
Shares701
Event2026-03-31
Filed2026-04-28
D
DOMINION RESOURCES
6.04%
Shares11.4K
Event2026-03-31
Filed2026-04-28
GEL
GENESIS ENERGY
0.00%
Shares40.0K
Event2026-03-31
Filed2026-04-28
KKR-PD
KKR & CO INC PFD
150.00%
Shares17.8K
Event2026-03-31
Filed2026-04-28
LHX
L3HARRIS TECH INC
-8.45%
Shares1.9K
Event2026-03-31
Filed2026-04-28
EPD
ENTERPRISE
0.00%
Shares18.2K
Event2026-03-31
Filed2026-04-28
IJK
ISHARES MIDCAP GROWT
-6.32%
Shares6.7K
Event2026-03-31
Filed2026-04-28
VRP
INVESCO VARIABLE
13.02%
Shares28.2K
Event2026-03-31
Filed2026-04-28
GEM
GOLDMAN SACHS
0.00%
Shares15.4K
Event2026-03-31
Filed2026-04-28
PCAR
PACCAR INC
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-28
ED
CONSOLIDATED EDISON
-2.83%
Shares5.8K
Event2026-03-31
Filed2026-04-28
OLN
OLIN CORP
New
Shares22.4K
Event2026-03-31
Filed2026-04-28
SPIB
SPDR BCAP INTER-ITR
-12.96%
Shares19.3K
Event2026-03-31
Filed2026-04-28
CVS
CVS CORP
-14.04%
Shares8.8K
Event2026-03-31
Filed2026-04-28
DFAS
DIMENSIONAL US SMALL
-21.38%
Shares8.8K
Event2026-03-31
Filed2026-04-28
HTBK
HERITAGE COMMERCE
0.00%
Shares48.6K
Event2026-03-31
Filed2026-04-28
SBI
WESTERN ASSET
0.37%
Shares81.5K
Event2026-03-31
Filed2026-04-28
BKR
BAKER HUGHES A GE CO
15.77%
Shares10.2K
Event2026-03-31
Filed2026-04-28
FIRST CITIZENS BCSHS
FIRST CITIZENS BCSHS
-89.15%
Shares316
Event2026-03-31
Filed2026-04-28
ALK
ALASKA AIR GROUP INC
New
Shares16.0K
Event2026-03-31
Filed2026-04-28
COIN
COINBASE GLOBAL INC
0.06%
Shares3.4K
Event2026-03-31
Filed2026-04-28
DLN
WISDOMTREE DIV DLN
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-28
ABNB
AIRBNB INC-CLASS A
-0.60%
Shares4.6K
Event2026-03-31
Filed2026-04-28
WTRG
ESSENTIAL UTILITIES
0.00%
Shares14.4K
Event2026-03-31
Filed2026-04-28
DECK
DECKERS OUTDOOR
15521.62%
Shares5.8K
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS
GENERAL DYNAMICS
0.48%
Shares1.7K
Event2026-03-31
Filed2026-04-28
SCHG
SCHWAB LG CAP-SCHG
-1.57%
Shares19.6K
Event2026-03-31
Filed2026-04-28
DUPONT DE NEMOURS
DUPONT DE NEMOURS
-4.50%
Shares12.6K
Event2026-03-31
Filed2026-04-28
CDNS
CADENCE DESIGN
16.44%
Shares2.1K
Event2026-03-31
Filed2026-04-28
AGG
ISHARES AGG BONDS
3.00%
Shares5.7K
Event2026-03-31
Filed2026-04-28
DOW
DOW INC
-3.10%
Shares13.8K
Event2026-03-31
Filed2026-04-28
MSI
MOTOROLA SOLUTIONS
-35.38%
Shares1.3K
Event2026-03-31
Filed2026-04-28
IDXX
IDEXX
1.28%
Shares948
Event2026-03-31
Filed2026-04-28
IYC
ISHARES US CONSUMER
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-28
SBS
Companhia de Saneamento Basico do Estado
103.71%
Shares17.7K
Event2026-03-31
Filed2026-04-28
ACWV
ISHS MSCI ACTRY-ACWV
-0.56%
Shares4.4K
Event2026-03-31
Filed2026-04-28
AMP
AMERIPRISE
7.82%
Shares1.2K
Event2026-03-31
Filed2026-04-28
SCHF
SCHWB INT EQTY-SCHF
-0.15%
Shares20.7K
Event2026-03-31
Filed2026-04-28
FHI
FEDERATED INVESTORS
New
Shares9.0K
Event2026-03-31
Filed2026-04-28
IBB
ISHARE BIOTECH
54.87%
Shares3.0K
Event2026-03-31
Filed2026-04-28
FAST
FASTENAL CO
-9.66%
Shares10.9K
Event2026-03-31
Filed2026-04-28
GLW
CORNING INC
-17.95%
Shares3.4K
Event2026-03-31
Filed2026-04-28
ROST
ROSS STORES
1.87%
Shares2.2K
Event2026-03-31
Filed2026-04-28
ATO
ATMOS ENERGY
10.97%
Shares2.6K
Event2026-03-31
Filed2026-04-28
IUSV
ISHARES RUSL3000 VAL
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-28
USMV
ISHRS MSCI MIN VOL
-1.88%
Shares5.2K
Event2026-03-31
Filed2026-04-28
ICOP
iShares Trust
New
Shares10.0K
Event2026-03-31
Filed2026-04-28
IGIB
ETF INTERMED CREDIT
5.86%
Shares8.9K
Event2026-03-31
Filed2026-04-28
FDX
FEDEX CORP
-2.87%
Shares1.3K
Event2026-03-31
Filed2026-04-28
IQV
IQVIA HOLDINGS INC
-13.98%
Shares2.8K
Event2026-03-31
Filed2026-04-28
PFF
ISHR S&P U.S PFD STK
0.16%
Shares15.4K
Event2026-03-31
Filed2026-04-28
IYH
ISHR US HEALTHCARE
0.00%
Shares7.6K
Event2026-03-31
Filed2026-04-28
PAYX
PAYCHEX INC
11.79%
Shares5.0K
Event2026-03-31
Filed2026-04-28
SCHV
SCHWAB US LARGE-CAP
-1.65%
Shares15.0K
Event2026-03-31
Filed2026-04-28
XLC
COMM SERV SELECT SEC
-46.19%
Shares4.1K
Event2026-03-31
Filed2026-04-28
QTEC
FIRST TRUST NASDAQ
-0.48%
Shares2.1K
Event2026-03-31
Filed2026-04-28
RWR
DJ WILSHRE REIT IDX
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-28
UPS
UNITED PARCEL
-0.76%
Shares4.4K
Event2026-03-31
Filed2026-04-28
PJP
INVESCO DYNAMIC PHAR
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-28
USFR
WISDOMTREE FLOATING
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-28
DVA
DAVITA HEALTHCARE
-3.96%
Shares2.8K
Event2026-03-31
Filed2026-04-28
CSX
CSX CORP
-13.05%
Shares10.0K
Event2026-03-31
Filed2026-04-28
MKC
MC CORMICK & CO
3.68%
Shares8.1K
Event2026-03-31
Filed2026-04-28
MTB
M & T BANK
1.00%
Shares1.9K
Event2026-03-31
Filed2026-04-28
DFAC
DIMENSIONAL US CORE
0.00%
Shares10.3K
Event2026-03-31
Filed2026-04-28
KEP
Korea Electric Power Corp.
New
Shares29.3K
Event2026-03-31
Filed2026-04-28
SPSM
SPDR PORTFOLIO S&P
0.00%
Shares8.1K
Event2026-03-31
Filed2026-04-28
VBR
VANGUARD SMALL
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-28
FCX
FREEPORT - MCMORAN
50.02%
Shares6.5K
Event2026-03-31
Filed2026-04-28
MPLX
MPLX LP
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-28
TROW
PRICE T ROWE GROUP
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-28
OKE
ONEOK INC
4.65%
Shares4.3K
Event2026-03-31
Filed2026-04-28
XLU
SPDR UTILITIES INDEX
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-28
VLTO
VERALTO CORP
-0.19%
Shares4.3K
Event2026-03-31
Filed2026-04-28
TFC
TRUIST FINANCIAL
1.02%
Shares7.9K
Event2026-03-31
Filed2026-04-28
VTR
VENTAS INC
0.22%
Shares4.5K
Event2026-03-31
Filed2026-04-28
VGSH
VANGUARD ST GOV-VGSH
39.66%
Shares6.3K
Event2026-03-31
Filed2026-04-28
SPG
SIMON PPTY
-95.08%
Shares1.9K
Event2026-03-31
Filed2026-04-28
JBGS
JBG SMITH PROPERTIES
0.00%
Shares25.8K
Event2026-03-31
Filed2026-04-28
VGT
VANGUARD INFO TECH
-48.99%
Shares507
Event2026-03-31
Filed2026-04-28
PWR
QUANTA SVCS
6.57%
Shares649
Event2026-03-31
Filed2026-04-28
XLI
SPDR INDUSTRIAL IDX
-3.16%
Shares2.1K
Event2026-03-31
Filed2026-04-28
RSG
REPUBLIC SERVCS INC
-0.94%
Shares1.6K
Event2026-03-31
Filed2026-04-28
FE
FIRST ENERGY
0.82%
Shares6.8K
Event2026-03-31
Filed2026-04-28
PRU
PRUDENTIAL FIN
-7.66%
Shares3.5K
Event2026-03-31
Filed2026-04-28
BNY Mellon ETF Trust II
BNY Mellon ETF Trust II
New
Shares13.8K
Event2026-03-31
Filed2026-04-28
XLB
MATERIALS SELECT
-1.33%
Shares6.7K
Event2026-03-31
Filed2026-04-28
INVH
INVITATION HOMES INC
-22.17%
Shares13.1K
Event2026-03-31
Filed2026-04-28
SPEM
SPDR EMERGING
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-28
KR
KROGER CO
-5.36%
Shares4.4K
Event2026-03-31
Filed2026-04-28
CII
BLACKROCK ENH CAP
New
Shares14.7K
Event2026-03-31
Filed2026-04-28
TXT
TEXTRON
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-28
ITIC
INVESTORS TITLE CO
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-28
TMUS
T-MOBILE US INC
12.59%
Shares1.6K
Event2026-03-31
Filed2026-04-28
MSCI
MSCI INC-A
-0.86%
Shares578
Event2026-03-31
Filed2026-04-28
DRI
DARDEN RESTAURANTS
1.86%
Shares1.6K
Event2026-03-31
Filed2026-04-28
PGR
PROGRESSIVE CORP
-28.93%
Shares1.6K
Event2026-03-31
Filed2026-04-28
O
REALTY INCOME
-1.42%
Shares5.0K
Event2026-03-31
Filed2026-04-28
ADSK
AUTODESK INC
3.19%
Shares1.3K
Event2026-03-31
Filed2026-04-28
BAB
INVESCO TAXABLE
52.47%
Shares11.4K
Event2026-03-31
Filed2026-04-28
DLTR
DOLLAR TREE INC
168.66%
Shares2.7K
Event2026-03-31
Filed2026-04-28
XOP
SPDR S&P OIL & GAS
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-28
KEYS
KEYSIGHT TECH
0.50%
Shares1.0K
Event2026-03-31
Filed2026-04-28
FEZ
SPDR EURO FEZ
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-28
GPC
GENUINE PARTS CO
4.11%
Shares2.8K
Event2026-03-31
Filed2026-04-28
PSI
INVESCO SEMICONDUCT
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-28
XLF
ETF FINANCIAL
-44.64%
Shares5.9K
Event2026-03-31
Filed2026-04-28
SYY
SYSCO CORP
-19.45%
Shares4.0K
Event2026-03-31
Filed2026-04-28
CR
CRANE CO
7.18%
Shares1.7K
Event2026-03-31
Filed2026-04-28
PAVE
GLOBAL X US
-12.05%
Shares5.6K
Event2026-03-31
Filed2026-04-28
EEMV
ISH EM MIN VOL EEMV
-2.32%
Shares4.4K
Event2026-03-31
Filed2026-04-28
ZBH
ZIMMER HOLDINGS
-24.37%
Shares3.1K
Event2026-03-31
Filed2026-04-28
AES
AES CORP
-9.52%
Shares19.7K
Event2026-03-31
Filed2026-04-28
RXI
ISHR S&P GBL CNSM
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-28
SCHB
SCHWAB US BROAD
-3.49%
Shares11.0K
Event2026-03-31
Filed2026-04-28
WMB
WILLIAMS
-1.29%
Shares3.8K
Event2026-03-31
Filed2026-04-28
LNG
CHENIERE ENERGY INC
3.52%
Shares971
Event2026-03-31
Filed2026-04-28
RAL
RALLIANT CORP
-15.91%
Shares6.6K
Event2026-03-31
Filed2026-04-28
BBIN
J P MORGAN EXCHANGE
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-28
SOLV
SOLVENTUM CORP
-3.97%
Shares4.3K
Event2026-03-31
Filed2026-04-28
ALPS ETF TR
ALPS ETF TR
364.44%
Shares5.2K
Event2026-03-31
Filed2026-04-28
IYF
ISHARES FINANCIALS
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-28
EME
EMCON GROUP INC
3.79%
Shares356
Event2026-03-31
Filed2026-04-28
PAA
PLAINS ALL AMER
0.00%
Shares12.2K
Event2026-03-31
Filed2026-04-28
VTWO
VANGUARD RUSSEL 2000
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-28
RGLD
ROYAL GOLD INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-28
DCI
DONALDSON INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-28
TIP
ISHARES TIPS
-5.07%
Shares2.3K
Event2026-03-31
Filed2026-04-28
SOXX
ETF S&P NA TECH IGW
0.00%
Shares741
Event2026-03-31
Filed2026-04-28
HELO
J P Morgan Exchange Traded Fund Trust
New
Shares4.0K
Event2026-03-31
Filed2026-04-28
XYL
XYLEM INC
-1.49%
Shares2.1K
Event2026-03-31
Filed2026-04-28
SUB
ISHARES 0-5 YR MUNIS
-31.52%
Shares2.4K
Event2026-03-31
Filed2026-04-28
FLOT
ISHS FLOATING - FLOT
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-28
VRTX
VERTEX PHAR
2.89%
Shares569
Event2026-03-31
Filed2026-04-28
VRSK
VERISK ANALYTICS INC
-14.99%
Shares1.3K
Event2026-03-31
Filed2026-04-28
FDN
FIRST TRUST DJ
11.50%
Shares1.0K
Event2026-03-31
Filed2026-04-28
VIGI
VNGD INT DIV AP-VIGI
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-28
FXL
FIRST TRUST TECH
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-28
FIS
FIDELITY NAT'L
-24.90%
Shares5.1K
Event2026-03-31
Filed2026-04-28
CMS
CMS ENERGY
-1.74%
Shares3.0K
Event2026-03-31
Filed2026-04-28
WBD
WARNER BROS
3.85%
Shares8.7K
Event2026-03-31
Filed2026-04-28
SNA
SNAP ON INC
-1.37%
Shares646
Event2026-03-31
Filed2026-04-28
GWW
W W GRAINGER
0.97%
Shares209
Event2026-03-31
Filed2026-04-28
EPP
ISHARES PAC EX-JAPAN
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-28
SO
SOUTHERN CO
-12.70%
Shares2.4K
Event2026-03-31
Filed2026-04-28
DASH
DOORDASH INC
-2.49%
Shares1.4K
Event2026-03-31
Filed2026-04-28
CTSH
COG TECH SOL
-11.73%
Shares3.6K
Event2026-03-31
Filed2026-04-28
CLX
CLOROX CO CALIF
0.95%
Shares2.1K
Event2026-03-31
Filed2026-04-28
XLRE
REAL ESTATE SELECT
-12.64%
Shares5.3K
Event2026-03-31
Filed2026-04-28
VDE
ETF VANGUARD EGY VDE
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-28
WSM
WILLIAMS SONOMA
-24.78%
Shares1.2K
Event2026-03-31
Filed2026-04-28
ESGD
ISHS TRST MSCI ESGD
2.62%
Shares2.2K
Event2026-03-31
Filed2026-04-28
EFAV
ISHARES EAFE MIN VOL
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-28
DGS
WISDOMTREE EM - DGS
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-28
WAT
WATERS CORP
11450.00%
Shares693
Event2026-03-31
Filed2026-04-28
DGX
QUEST DIAGNOSTICS
-0.76%
Shares1.0K
Event2026-03-31
Filed2026-04-28
VFH
VANGUARD FINL
-42.40%
Shares1.7K
Event2026-03-31
Filed2026-04-28
IBKR
INTERACTIVE BROKERS
17.34%
Shares3.0K
Event2026-03-31
Filed2026-04-28
DVN
DEVON ENERGY
3.62%
Shares4.2K
Event2026-03-31
Filed2026-04-28
ROK
ROCKWELL INTL
1.83%
Shares556
Event2026-03-31
Filed2026-04-28
SPDR BBG BARC HIGH
SPDR BBG BARC HIGH
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-28
EIPI
FIRST TR E ENERGY
0.00%
Shares9.0K
Event2026-03-31
Filed2026-04-28
DOV
DOVER CORP
-32.12%
Shares966
Event2026-03-31
Filed2026-04-28
XYLD
GLOBAL X S&P 500 COV
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
WHITTIER TRUST CO OF NEVADA INC Institutional Holdings, Portfolio & P&L β€” TradeFomo