Sponsored

The Analysis of Widmann Financial Services, Inc.'s Holdings & P&L

Currently, Widmann Financial Services, Inc. holds 121 types of securities in its portfolio with a total value $168.1M. In the most recent quarter, they have increased their positions in SGOV (+7.4K shares, valued at $742.2K), N/A (+2.2K shares, valued at $427.4K), JHPI (+16.4K shares, valued at $371.2K); decreased their positions in XOM (-3.5K shares, valued at $587.0K), TSLA (-1.0K shares, valued at $375.1K), NVDA (-1.0K shares, valued at $177.9K); initiated new positions in N/A (+2.2K shares, valued at $427.4K), JHPI (+16.4K shares, valued at $371.2K), EVTR (+4.8K shares, valued at $241.1K).

1M P&L

-15.1M-8.27%

3M P&L

-17.6M-9.50%

HY P&L

-4.2M-2.45%

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/A64.6M

42.2%

2Drug Manufacturers - General8.8M

5.8%

3Software - Infrastructure7.8M

5.1%

Top Industries by Stock Count

1N/A30 stocks

29.7%

2Drug Manufacturers - General7 stocks

6.9%

3Aerospace & Defense3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR114.5K shares-0.12%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR77.7K shares-1.83%2026-03-312026-05-15

IWD ISHARES TR34.2K shares-0.13%2026-03-312026-05-15

AAPL APPLE INC27.5K shares-0.60%2026-03-312026-05-15

IWF ISHARES TR14.1K shares0.01%2026-03-312026-05-15

XOM EXXON MOBIL CORP34.3K shares-9.15%2026-03-312026-05-15

MSFT MICROSOFT CORP15.4K shares-0.67%2026-03-312026-05-15

EEM ISHARES TR91.5K shares-3.00%2026-03-312026-05-15

Sponsored

IWP ISHARES TR34.4K shares2.95%2026-03-312026-05-15

IWS ISHARES TR27.7K shares1.51%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON15.2K shares-0.20%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS15.1K shares-0.12%2026-03-312026-05-15

CAT CATERPILLAR INC4.4K shares-2.21%2026-03-312026-05-15

MCD MCDONALDS CORP9.9K shares0.35%2026-03-312026-05-15

RTX RTX CORPORATION15.9K shares-0.33%2026-03-312026-05-15

IWO ISHARES TR9.2K shares0.15%2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION12.1K shares2.47%2026-03-312026-05-15

MOO VANECK ETF TRUST28.8K shares1.91%2026-03-312026-05-15

HD HOME DEPOT INC7.0K shares2.27%2026-03-312026-05-15

KO COCA COLA CO29.6K shares0.46%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE51.1K shares9.92%2026-03-312026-05-15

NVDA NVIDIA CORPORATION12.3K shares-7.66%2026-03-312026-05-15

PG PROCTER & GAMBLE CO14.6K shares-2.21%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T3.2K shares-0.63%2026-03-312026-05-15

Sponsored

T AT&T INC69.3K shares-0.50%2026-03-312026-05-15

ABBV ABBVIE INC8.8K shares0.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC37.5K shares5.70%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC15.2K shares-0.22%2026-03-312026-05-15

TSLA TESLA INC4.2K shares-19.23%2026-03-312026-05-15

PFE PFIZER INC54.9K shares-0.09%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.4K shares5.12%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC11.8K shares0.00%2026-03-312026-05-15

Sponsored

F FORD MTR CO118.8K shares2.87%2026-03-312026-05-15

GLW CORNING INC9.9K shares-6.39%2026-03-312026-05-15

PEP PEPSICO INC8.4K shares0.01%2026-03-312026-05-15

BARRICK MNG CORP BARRICK MNG CORP31.7K shares4.62%2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.20.0K shares0.50%2026-03-312026-05-15

MAIN MAIN STR CAP CORP24.3K shares-0.09%2026-03-312026-05-15

MO ALTRIA GROUP INC19.3K shares5.50%2026-03-312026-05-15

IRM IRON MTN INC DEL12.1K shares0.12%2026-03-312026-05-15

Sponsored

SO SOUTHERN CO12.7K shares0.08%2026-03-312026-05-15

SGOV ISHARES TR11.9K shares163.84%2026-03-312026-05-15

TBIL RBB FD INC23.7K shares28.12%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION8.8K shares0.00%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP1.9K shares4.39%2026-03-312026-05-15

GWW WW GRAINGER INC1.0K shares0.00%2026-03-312026-05-15

CGW INVESCO EXCH TRADED FD TR II16.7K shares1.06%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC2.4K shares-0.25%2026-03-312026-05-15

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.9K shares0.49%2026-03-312026-05-15

TFC TRUIST FINL CORP20.8K shares0.00%2026-03-312026-05-15

LLY ELI LILLY & CO1.0K shares0.00%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I3.3K shares5.46%2026-03-312026-05-15

PPG PPG INDS INC8.9K shares-2.58%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND2.0K shares-5.89%2026-03-312026-05-15

WMT WALMART INC7.4K shares-1.33%2026-03-312026-05-15

DIS DISNEY WALT CO9.1K shares0.34%2026-03-312026-05-15

Sponsored

BA BOEING CO4.3K shares0.00%2026-03-312026-05-15

IWN ISHARES TR4.3K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.7K shares0.00%2026-03-312026-05-15

CVS CVS HEALTH CORP10.8K shares-2.71%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS10.4K shares2.26%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE2.6K shares-11.81%2026-03-312026-05-15

CATH GLOBAL X FDS9.3K shares0.00%2026-03-312026-05-15

GIS GENERAL MILLS INC17.5K shares0.01%2026-03-312026-05-15

Sponsored

PM PHILIP MORRIS INTL INC3.7K shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.0K shares0.00%2026-03-312026-05-15

MMM 3M CO4.0K shares1.51%2026-03-312026-05-15

GEV GE VERNOVA INC646 shares-10.53%2026-03-312026-05-15

FDVV FIDELITY COVINGTON TRUST9.9K shares2.13%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO9.0K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.8K shares3.14%2026-03-312026-05-15

DOW DOW HLDGS INC12.1K shares-0.54%2026-03-312026-05-15

Sponsored

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP1.9K shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC5.9K shares-15.71%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC2.2K sharesnew addition2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC4.9K shares13.96%2026-03-312026-05-15

DE DEERE & CO744 shares0.00%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL830 shares0.00%2026-03-312026-05-15

AMZN AMAZON COM INC1.9K shares10.56%2026-03-312026-05-15

Sponsored

AMGN AMGEN INC1.1K shares18.38%2026-03-312026-05-15

LOW LOWES COS INC1.6K shares0.00%2026-03-312026-05-15

JHPI JOHN HANCOCK EXCHANGE TRADED16.4K sharesnew addition2026-03-312026-05-15

AMAT APPLIED MATLS INC1.1K shares0.00%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC2.8K shares0.00%2026-03-312026-05-15

AZZ AZZ INC2.9K shares0.00%2026-03-312026-05-15

SPYM SPDR SERIES TRUST4.7K shares11.38%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION357 shares0.00%2026-03-312026-05-15

Sponsored

TGT TARGET CORP2.9K shares2.51%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-05-15

IR INGERSOLL RAND INC4.3K shares0.00%2026-03-312026-05-15

WPC WP CAREY INC5.0K shares0.00%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP1.2K shares73.22%2026-03-312026-05-15

IYW ISHARES TR1.8K shares0.00%2026-03-312026-05-15

BAC BANK AMERICA CORP6.5K shares0.43%2026-03-312026-05-15

BOND PIMCO ETF TR3.4K shares18.60%2026-03-312026-05-15

Sponsored

VTI VANGUARD INDEX FDS938 shares15.09%2026-03-312026-05-15

ABT ABBOTT LABORATORIES2.8K shares0.00%2026-03-312026-05-15

ENB ENBRIDGE INC5.3K shares7.58%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares12.63%2026-03-312026-05-15

AFL AFLAC INC2.6K shares0.00%2026-03-312026-05-15

RPM RPM INTL INC2.7K shares0.00%2026-03-312026-05-15

V VISA INC855 shares4.91%2026-03-312026-05-15

CRBN ISHARES TR1.1K shares0.00%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP1.7K shares-0.24%2026-03-312026-05-15

NFLX NETFLIX INC.2.5K shares0.00%2026-03-312026-05-15

EVTR MORGAN STANLEY ETF TRUST4.8K sharesnew addition2026-03-312026-05-15

TMUS T-MOBILE US INC1.1K shares6.64%2026-03-312026-05-15

EFA ISHARES TR2.4K shares0.00%2026-03-312026-05-15

NEE NEXTERA ENERGY INC2.5K shares0.00%2026-03-312026-05-15

TJX TJX COS INC NEW1.4K shares0.00%2026-03-312026-05-15

IVV ISHARES TR346 shares10.54%2026-03-312026-05-15

Sponsored

CTVA CORTEVA INC2.6K sharesnew addition2026-03-312026-05-15

FENI FIDELITY COVINGTON TRUST5.6K sharesnew addition2026-03-312026-05-15

CSX CSX CORP5.1K sharesnew addition2026-03-312026-05-15

D DOMINION ENERGY INC3.4K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC670 shares3.88%2026-03-312026-05-15

WELL WELLTOWER INC1.0K sharesnew addition2026-03-312026-05-15

NUE NUCOR CORP1.2K sharesnew addition2026-03-312026-05-15

NAD NUVEEN QUALITY MUNCP INCOME17.3K shares0.36%2026-03-312026-05-15

Sponsored

BDJ BLACKROCK ENHANCED EQUITY DI22.8K shares0.03%2026-03-312026-05-15

IEFA

ISHARES TR

-0.12%

Shares114.5K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

-1.83%

Shares77.7K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-0.13%

Shares34.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.60%

Shares27.5K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

0.01%

Shares14.1K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-9.15%

Shares34.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-0.67%

Shares15.4K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

-3.00%

Shares91.5K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

2.95%

Shares34.4K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

1.51%

Shares27.7K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-0.20%

Shares15.2K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-0.12%

Shares15.1K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-2.21%

Shares4.4K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

0.35%

Shares9.9K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-0.33%

Shares15.9K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

0.15%

Shares9.2K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

2.47%

Shares12.1K

Event2026-03-31

Filed2026-05-15

MOO

VANECK ETF TRUST

1.91%

Shares28.8K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

2.27%

Shares7.0K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

0.46%

Shares29.6K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

9.92%

Shares51.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-7.66%

Shares12.3K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-2.21%

Shares14.6K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.63%

Shares3.2K

Event2026-03-31

Filed2026-05-15

AT&T INC

-0.50%

Shares69.3K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

5.70%

Shares37.5K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

-0.22%

Shares15.2K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-19.23%

Shares4.2K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-0.09%

Shares54.9K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

5.12%

Shares11.4K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

2.87%

Shares118.8K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-6.39%

Shares9.9K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

0.01%

Shares8.4K

Event2026-03-31

Filed2026-05-15

BARRICK MNG CORP

4.62%

Shares31.7K

Event2026-03-31

Filed2026-05-15

MCHP

MICROCHIP TECHNOLOGY INC.

0.50%

Shares20.0K

Event2026-03-31

Filed2026-05-15

MAIN

MAIN STR CAP CORP

-0.09%

Shares24.3K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

5.50%

Shares19.3K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL

0.12%

Shares12.1K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

0.08%

Shares12.7K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

163.84%

Shares11.9K

Event2026-03-31

Filed2026-05-15

TBIL

RBB FD INC

28.12%

Shares23.7K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

4.39%

Shares1.9K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

CGW

INVESCO EXCH TRADED FD TR II

1.06%

Shares16.7K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

-0.25%

Shares2.4K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

0.49%

Shares2.9K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

5.46%

Shares3.3K

Event2026-03-31

Filed2026-05-15

PPG

PPG INDS INC

-2.58%

Shares8.9K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

-5.89%

Shares2.0K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-1.33%

Shares7.4K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

0.34%

Shares9.1K

Event2026-03-31

Filed2026-05-15

BOEING CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-2.71%

Shares10.8K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

2.26%

Shares10.4K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-11.81%

Shares2.6K

Event2026-03-31

Filed2026-05-15

CATH

GLOBAL X FDS

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS INC

0.01%

Shares17.5K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

1.51%

Shares4.0K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-10.53%

Shares646

Event2026-03-31

Filed2026-05-15

FDVV

FIDELITY COVINGTON TRUST

2.13%

Shares9.9K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

3.14%

Shares1.8K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

-0.54%

Shares12.1K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-15.71%

Shares5.9K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

13.96%

Shares4.9K

Event2026-03-31

Filed2026-05-15

DEERE & CO

0.00%

Shares744

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares830

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

10.56%

Shares1.9K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

18.38%

Shares1.1K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

JHPI

JOHN HANCOCK EXCHANGE TRADED

New

Shares16.4K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

AZZ

AZZ INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

11.38%

Shares4.7K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares357

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

2.51%

Shares2.9K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

INGERSOLL RAND INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

73.22%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

0.43%

Shares6.5K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

18.60%

Shares3.4K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

15.09%

Shares938

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

7.58%

Shares5.3K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

12.63%

Shares1.4K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

RPM

RPM INTL INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VISA INC

4.91%

Shares855

Event2026-03-31

Filed2026-05-15

CRBN

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-0.24%

Shares1.7K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

EVTR

MORGAN STANLEY ETF TRUST

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

6.64%

Shares1.1K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

10.54%

Shares346

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-15

FENI

FIDELITY COVINGTON TRUST

New

Shares5.6K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

New

Shares5.1K

Event2026-03-31

Filed2026-05-15

DOMINION ENERGY INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

3.88%

Shares670

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

NAD

NUVEEN QUALITY MUNCP INCOME

0.36%

Shares17.3K

Event2026-03-31

Filed2026-05-15

BDJ

BLACKROCK ENHANCED EQUITY DI

0.03%

Shares22.8K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available