Equitable Trust
Latest statistics and disclosures from Equitable Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IAU, HCA, GOOGL, VTV, and represent 25.37% of Equitable Trust's stock portfolio.
- Added to shares of these 10 stocks: BKR (+$9.9M), FEGE (+$9.8M), SAP (+$6.9M), IBB (+$6.3M), BWIN (+$6.2M), AMZN (+$5.6M), FAST, TRU, MDT, SE.
- Started 55 new stock positions in DAR, VT, KRE, KNCT, GPI, ALL, COPX, PTF, LKQ, KAI.
- Reduced shares in these 10 stocks: PRM (-$6.4M), , CRM (-$5.8M), OTIS (-$5.4M), MELI, EFX, VOO, IAU, ONB, AstraZeneca.
- Sold out of its positions in AstraZeneca, BP, BAH, BR, COIN, CAG, STZ, CSGP, CPNG, CCI.
- Equitable Trust was a net seller of stock by $-4.0M.
- Equitable Trust has $2.2B in assets under management (AUM), dropping by -3.27%.
- Central Index Key (CIK): 0000033250
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Portfolio Holdings for Equitable Trust
Equitable Trust holds 463 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 8.7 | $189M | -2% | 316k | 597.55 |
|
| iShares Gold Trust (IAU) | 6.9 | $150M | -2% | 1.7M | 88.16 |
|
| Hca Holdings (HCA) | 3.5 | $76M | 161k | 473.24 |
|
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| Alphabet Inc Class A cs (GOOGL) | 3.2 | $70M | -2% | 244k | 287.56 |
|
| Vanguard Value ETF (VTV) | 3.0 | $65M | 330k | 196.20 |
|
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| Microsoft Corporation (MSFT) | 2.2 | $48M | 129k | 370.17 |
|
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| Ishares Core Intl Stock Etf core (IXUS) | 2.2 | $48M | 549k | 86.64 |
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| Apple (AAPL) | 2.2 | $47M | 185k | 253.79 |
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| Alphabet Inc Class C cs (GOOG) | 1.9 | $42M | -6% | 146k | 286.86 |
|
| Perimeter Solutions (PRM) | 1.9 | $40M | -13% | 1.7M | 24.42 |
|
| Amazon (AMZN) | 1.8 | $38M | +17% | 182k | 208.27 |
|
| Energy Select Sector SPDR (XLE) | 1.7 | $38M | -3% | 615k | 61.26 |
|
| Shopify Inc cl a (SHOP) | 1.7 | $37M | -2% | 310k | 118.62 |
|
| Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ) | 1.6 | $34M | 332k | 103.37 |
|
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| Invesco Qqq Trust Series 1 (QQQ) | 1.2 | $26M | +14% | 45k | 577.18 |
|
| Analog Devices (ADI) | 1.2 | $25M | -9% | 80k | 318.14 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $25M | -3% | 145k | 174.40 |
|
| Dollar General (DG) | 1.1 | $24M | -5% | 203k | 118.73 |
|
| Visa (V) | 1.0 | $23M | 75k | 302.24 |
|
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| Invesco S&p 500 Equal Weight Etf (RSP) | 1.0 | $22M | -2% | 117k | 191.92 |
|
| iShares MSCI ACWI Index Fund (ACWI) | 1.0 | $21M | -10% | 155k | 138.37 |
|
| Labcorp Holdings (LH) | 0.9 | $21M | 77k | 266.81 |
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| Asml Holding (ASML) | 0.9 | $20M | 15k | 1320.83 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.9 | $20M | -6% | 648k | 30.68 |
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| MasterCard Incorporated (MA) | 0.9 | $19M | 38k | 499.66 |
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| Everest Re Group (EG) | 0.8 | $18M | +21% | 55k | 326.85 |
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| Broadcom (AVGO) | 0.8 | $17M | 55k | 309.51 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $17M | 57k | 294.16 |
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| iShares S&P MidCap 400 Index (IJH) | 0.7 | $16M | 237k | 67.53 |
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| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.7 | $16M | +30% | 188k | 82.81 |
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| American Express Company (AXP) | 0.7 | $15M | -8% | 51k | 302.48 |
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| Taiwan Semiconductor Mfg (TSM) | 0.7 | $15M | +3% | 45k | 337.95 |
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| Facebook Inc cl a (META) | 0.7 | $14M | -4% | 25k | 572.13 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $14M | 81k | 169.66 |
|
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| Bank of America Corporation (BAC) | 0.6 | $14M | 276k | 48.75 |
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| Spdr S&p 500 Etf (SPY) | 0.6 | $13M | -3% | 20k | 650.34 |
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| Fastenal Company (FAST) | 0.6 | $13M | +56% | 280k | 46.40 |
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| Johnson & Johnson (JNJ) | 0.6 | $13M | 53k | 244.44 |
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| Rbb Fund Trust (FEGE) | 0.6 | $13M | +363% | 267k | 47.00 |
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| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.6 | $13M | 133k | 94.24 |
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| Oracle Corporation (ORCL) | 0.6 | $12M | 82k | 147.11 |
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| Caterpillar (CAT) | 0.5 | $11M | 16k | 708.46 |
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| Goldman Sachs (GS) | 0.5 | $11M | 13k | 845.99 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.5 | $11M | +3% | 206k | 52.56 |
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| Home Depot (HD) | 0.5 | $10M | 31k | 328.89 |
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| Coca-Cola Company (KO) | 0.5 | $10M | 131k | 76.05 |
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| Sap (SAP) | 0.5 | $9.9M | +228% | 58k | 171.21 |
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| Wal-Mart Stores (WMT) | 0.5 | $9.9M | +11% | 80k | 124.28 |
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| Baker Hughes A Ge Company (BKR) | 0.5 | $9.9M | NEW | 162k | 61.05 |
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| UnitedHealth (UNH) | 0.5 | $9.8M | 36k | 270.59 |
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| Medtronic (MDT) | 0.4 | $9.7M | +67% | 111k | 86.65 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.4 | $9.4M | -4% | 76k | 124.31 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $9.2M | -3% | 10k | 919.77 |
|
| S&p Global (SPGI) | 0.4 | $8.9M | -5% | 21k | 425.34 |
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| Entergy Corporation (ETR) | 0.4 | $8.6M | 77k | 112.36 |
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| Chevron Corporation (CVX) | 0.4 | $8.0M | +2% | 39k | 206.90 |
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| TransDigm Group Incorporated (TDG) | 0.4 | $8.0M | +8% | 6.9k | 1158.96 |
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| Public Storage (PSA) | 0.4 | $7.8M | -4% | 29k | 270.88 |
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| Abbvie (ABBV) | 0.4 | $7.6M | -3% | 35k | 217.49 |
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| Diamondback Energy (FANG) | 0.3 | $7.2M | -19% | 36k | 197.79 |
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| Vanguard Total Stock Market ETF (VTI) | 0.3 | $7.1M | 22k | 320.81 |
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| Philip Morris International (PM) | 0.3 | $7.1M | -4% | 43k | 165.34 |
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| Gilead Sciences (GILD) | 0.3 | $7.0M | 50k | 139.37 |
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| Marvell Technology (MRVL) | 0.3 | $6.9M | +3% | 70k | 99.05 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.3 | $6.6M | 26k | 250.58 |
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| iShares S&P 500 Value Index (IVE) | 0.3 | $6.5M | 31k | 211.15 |
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| Elanco Animal Health (ELAN) | 0.3 | $6.5M | +11% | 272k | 23.93 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.3 | $6.3M | NEW | 37k | 168.85 |
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| Brp Group (BWIN) | 0.3 | $6.2M | NEW | 283k | 21.94 |
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| McDonald's Corporation (MCD) | 0.3 | $6.2M | +15% | 20k | 310.79 |
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| iShares Russell 1000 Growth Index (IWF) | 0.3 | $6.1M | -3% | 14k | 426.40 |
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| Tesla Motors (TSLA) | 0.3 | $6.1M | +3% | 16k | 371.75 |
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| Merck & Co (MRK) | 0.3 | $6.0M | 50k | 120.29 |
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| Procter & Gamble Company (PG) | 0.3 | $5.9M | +11% | 41k | 144.44 |
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| Akre Focus Etf (AKRE) | 0.3 | $5.8M | -29% | 110k | 52.85 |
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| Ensign (ENSG) | 0.3 | $5.8M | -4% | 29k | 201.50 |
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| Nextera Energy (NEE) | 0.3 | $5.6M | +10% | 61k | 92.88 |
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| Edwards Lifesciences (EW) | 0.3 | $5.6M | +7% | 69k | 80.08 |
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| Union Pacific Corporation (UNP) | 0.3 | $5.5M | -5% | 23k | 242.62 |
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| Fidelity National Information Services (FIS) | 0.3 | $5.5M | -11% | 117k | 46.91 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $5.3M | -34% | 221k | 23.81 |
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| Seagate Technology (STX) | 0.2 | $5.1M | 13k | 391.76 |
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| Berkshire Hathaway (BRK.A) | 0.2 | $5.0M | 7.00 | 718140.00 |
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| General Electric (GE) | 0.2 | $4.8M | 17k | 283.77 |
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| Concentra Group Holdings Par (CON) | 0.2 | $4.8M | 224k | 21.45 |
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| Cisco Systems (CSCO) | 0.2 | $4.8M | 62k | 77.59 |
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| KLA-Tencor Corporation (KLAC) | 0.2 | $4.7M | -9% | 3.2k | 1472.41 |
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| Vanguard Growth ETF (VUG) | 0.2 | $4.7M | -6% | 11k | 436.79 |
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| iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $4.6M | +2% | 36k | 128.12 |
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| iShares Russell 2000 Index (IWM) | 0.2 | $4.6M | +2% | 19k | 248.00 |
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| iShares Russell 1000 Value Index (IWD) | 0.2 | $4.5M | 21k | 213.67 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $4.5M | 34k | 131.01 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $4.5M | 23k | 192.90 |
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| Truist Financial Corp equities (TFC) | 0.2 | $4.4M | -17% | 96k | 45.97 |
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| Pepsi (PEP) | 0.2 | $4.3M | 28k | 155.29 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $4.3M | 11k | 390.41 |
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| Boeing Company (BA) | 0.2 | $4.2M | -13% | 21k | 199.03 |
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| Ingersoll Rand (IR) | 0.2 | $4.2M | +11% | 52k | 80.12 |
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| Phillips 66 (PSX) | 0.2 | $4.1M | 22k | 182.18 |
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| Citigroup (C) | 0.2 | $4.0M | -4% | 36k | 113.41 |
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| Costco Wholesale Corporation (COST) | 0.2 | $4.0M | 4.0k | 996.43 |
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| Transunion (TRU) | 0.2 | $4.0M | NEW | 58k | 69.19 |
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| Vulcan Materials Company (VMC) | 0.2 | $4.0M | -11% | 15k | 272.30 |
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| Ryan Specialty Group Hldgs I (RYAN) | 0.2 | $3.8M | +42% | 114k | 33.74 |
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| iShares S&P 500 Index (IVV) | 0.2 | $3.8M | 5.8k | 653.21 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $3.6M | -3% | 46k | 78.66 |
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| Duke Energy (DUK) | 0.2 | $3.6M | +12% | 27k | 130.94 |
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| Ares Management Corporation cl a com stk (ARES) | 0.2 | $3.5M | -13% | 32k | 109.10 |
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| Arch Capital Group (ACGL) | 0.2 | $3.4M | 36k | 95.99 |
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| United Rentals (URI) | 0.2 | $3.4M | -26% | 4.7k | 728.56 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $3.4M | 16k | 215.06 |
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| FedEx Corporation (FDX) | 0.2 | $3.4M | +2% | 9.6k | 356.18 |
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| Global Payments (GPN) | 0.2 | $3.4M | +6% | 50k | 67.30 |
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| Lowe's Companies (LOW) | 0.2 | $3.4M | 14k | 236.28 |
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| Rbb Fund Trust (FEOE) | 0.2 | $3.4M | NEW | 67k | 50.46 |
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| Equifax (EFX) | 0.2 | $3.3M | -57% | 18k | 180.07 |
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| Ameriprise Financial (AMP) | 0.2 | $3.3M | -9% | 7.4k | 444.40 |
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| Linde (LIN) | 0.2 | $3.3M | +2% | 6.6k | 495.76 |
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| iShares Russell Midcap Value Index (IWS) | 0.1 | $3.2M | -5% | 22k | 145.74 |
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| Honeywell International (HON) | 0.1 | $3.1M | 14k | 226.03 |
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| Kkr & Co (KKR) | 0.1 | $3.1M | +33% | 34k | 92.50 |
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| Intuit (INTU) | 0.1 | $3.1M | 7.2k | 432.38 |
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| CSX Corporation (CSX) | 0.1 | $3.1M | 75k | 41.05 |
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| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $3.0M | -8% | 33k | 91.77 |
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| Sherwin-Williams Company (SHW) | 0.1 | $3.0M | 9.4k | 320.55 |
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| Novartis (NVS) | 0.1 | $3.0M | +794% | 20k | 152.75 |
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| Applied Industrial Technologies (AIT) | 0.1 | $3.0M | 11k | 265.32 |
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| salesforce (CRM) | 0.1 | $3.0M | -66% | 16k | 186.67 |
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| Spotify Technology Sa (SPOT) | 0.1 | $2.9M | 6.1k | 484.91 |
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| Ubs Group (UBS) | 0.1 | $2.9M | 75k | 39.07 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $2.9M | -65% | 37k | 77.08 |
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| Chubb (CB) | 0.1 | $2.8M | -10% | 8.7k | 325.93 |
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| Canadian Natural Resources (CNQ) | 0.1 | $2.8M | +2% | 57k | 48.73 |
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| Blackrock (BLK) | 0.1 | $2.7M | 2.9k | 961.71 |
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| Southern Company (SO) | 0.1 | $2.7M | -7% | 28k | 96.52 |
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| Matador Resources (MTDR) | 0.1 | $2.6M | -4% | 41k | 63.18 |
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| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $2.6M | 181k | 14.37 |
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| AECOM Technology Corporation (ACM) | 0.1 | $2.6M | +16% | 31k | 84.82 |
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| Teva Pharmaceutical Industries (TEVA) | 0.1 | $2.6M | NEW | 86k | 30.12 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $2.6M | 5.6k | 463.19 |
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| Iqvia Holdings (IQV) | 0.1 | $2.5M | +3% | 15k | 170.54 |
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| Servicenow (NOW) | 0.1 | $2.5M | -9% | 24k | 104.55 |
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| AmerisourceBergen (COR) | 0.1 | $2.5M | -2% | 7.8k | 314.20 |
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| Ferguson (FERG) | 0.1 | $2.4M | -3% | 10k | 233.26 |
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| ICICI Bank (IBN) | 0.1 | $2.3M | 88k | 25.90 |
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| Abbott Laboratories (ABT) | 0.1 | $2.2M | -3% | 22k | 102.67 |
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| British American Tobac (BTI) | 0.1 | $2.2M | NEW | 37k | 58.47 |
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| Starbucks Corporation (SBUX) | 0.1 | $2.2M | 24k | 89.59 |
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| Ishares Bitcoin Tr (IBIT) | 0.1 | $2.2M | +114% | 56k | 38.42 |
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| Pure Storage Inc - Class A (PSTG) | 0.1 | $2.1M | +8% | 36k | 59.04 |
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| Ge Vernova (GEV) | 0.1 | $2.1M | 2.4k | 872.90 |
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| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.1 | $2.1M | 19k | 112.27 |
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| Becton, Dickinson and (BDX) | 0.1 | $2.0M | +11% | 13k | 157.23 |
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| Element Solutions (ESI) | 0.1 | $2.0M | 59k | 34.14 |
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| American Electric Power Company (AEP) | 0.1 | $2.0M | 15k | 131.08 |
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| Amgen (AMGN) | 0.1 | $2.0M | +6% | 5.7k | 351.85 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $2.0M | 6.5k | 304.32 |
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| Waste Connections (WCN) | 0.1 | $1.9M | 12k | 162.44 |
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| Lloyds TSB (LYG) | 0.1 | $1.9M | NEW | 379k | 5.03 |
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| Aon (AON) | 0.1 | $1.9M | 5.9k | 322.78 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $1.8M | 830.00 | 2196.96 |
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| Api Group Corp (APG) | 0.1 | $1.8M | 44k | 40.52 |
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| Technology SPDR (XLK) | 0.1 | $1.8M | -6% | 13k | 132.90 |
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| SYSCO Corporation (SYY) | 0.1 | $1.8M | -18% | 25k | 71.33 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.7M | +28% | 16k | 111.42 |
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| Copart (CPRT) | 0.1 | $1.7M | NEW | 52k | 33.20 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.7M | -31% | 2.5k | 682.24 |
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| Regions Financial Corporation (RF) | 0.1 | $1.7M | +6% | 65k | 26.12 |
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| iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.7M | +2% | 5.4k | 313.81 |
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| MKS Instruments (MKSI) | 0.1 | $1.7M | -38% | 7.2k | 229.81 |
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| Qualcomm (QCOM) | 0.1 | $1.7M | -14% | 13k | 128.78 |
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| Intercontinental Exchange (ICE) | 0.1 | $1.6M | 10k | 157.28 |
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| McKesson Corporation (MCK) | 0.1 | $1.6M | 1.9k | 865.36 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.6M | 16k | 97.13 |
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| Intuitive Surgical (ISRG) | 0.1 | $1.6M | +15% | 3.4k | 460.99 |
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| Addus Homecare Corp (ADUS) | 0.1 | $1.6M | 17k | 93.65 |
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| Zoetis Inc Cl A (ZTS) | 0.1 | $1.6M | -27% | 13k | 118.21 |
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| Ecolab (ECL) | 0.1 | $1.6M | 5.9k | 266.02 |
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| Automatic Data Processing (ADP) | 0.1 | $1.5M | -65% | 7.6k | 203.18 |
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| Verizon Communications (VZ) | 0.1 | $1.5M | -8% | 30k | 50.20 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $1.5M | 2.5k | 616.76 |
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| ConocoPhillips (COP) | 0.1 | $1.5M | +9% | 12k | 132.00 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $1.5M | -2% | 7.5k | 196.86 |
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| Harrow Health (HROW) | 0.1 | $1.5M | -3% | 42k | 35.26 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $1.5M | +11% | 8.4k | 173.45 |
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| Edison International (EIX) | 0.1 | $1.4M | 20k | 73.18 |
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| Verisign (VRSN) | 0.1 | $1.4M | 5.7k | 248.36 |
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| Delta Air Lines (DAL) | 0.1 | $1.4M | 21k | 66.48 |
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| iShares Russell 1000 Index (IWB) | 0.1 | $1.4M | 3.9k | 356.56 |
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| Waste Management (WM) | 0.1 | $1.4M | 6.0k | 229.79 |
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| Perion Network (PERI) | 0.1 | $1.4M | +35% | 139k | 9.99 |
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| QuinStreet (QNST) | 0.1 | $1.4M | +16% | 115k | 12.01 |
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| Old National Ban (ONB) | 0.1 | $1.4M | -70% | 62k | 22.10 |
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| Moody's Corporation (MCO) | 0.1 | $1.3M | 3.1k | 436.25 |
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| Entegris (ENTG) | 0.1 | $1.3M | 11k | 117.24 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.3M | +3% | 21k | 60.65 |
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| Xcel Energy (XEL) | 0.1 | $1.3M | 16k | 79.44 |
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| Consolidated Edison (ED) | 0.1 | $1.3M | 11k | 113.18 |
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| Walt Disney Company (DIS) | 0.1 | $1.3M | +5% | 13k | 96.38 |
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| Key (KEY) | 0.1 | $1.3M | 64k | 20.05 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | -3% | 2.6k | 491.53 |
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| Carlisle Companies (CSL) | 0.1 | $1.3M | -2% | 3.8k | 333.62 |
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| Travelers Companies (TRV) | 0.1 | $1.3M | 4.4k | 291.68 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +78% | 6.2k | 203.43 |
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| TowneBank (TOWN) | 0.1 | $1.3M | 38k | 33.67 |
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| U.S. Bancorp (USB) | 0.1 | $1.3M | 24k | 52.01 |
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| Danaher Corporation (DHR) | 0.1 | $1.2M | -9% | 6.5k | 189.60 |
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| L3harris Technologies (LHX) | 0.1 | $1.2M | 3.5k | 345.15 |
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| HEICO Corporation (HEI) | 0.1 | $1.2M | 4.4k | 274.20 |
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| Cme (CME) | 0.1 | $1.2M | 4.0k | 295.35 |
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| Capital One Financial (COF) | 0.1 | $1.2M | 6.4k | 182.43 |
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| Target Hospitality Corp (TH) | 0.1 | $1.1M | +18% | 124k | 9.28 |
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| Landstar System (LSTR) | 0.1 | $1.1M | 7.1k | 160.31 |
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| Prudential Financial (PRU) | 0.1 | $1.1M | 12k | 97.69 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $1.1M | 24k | 46.46 |
|
|
| International Business Machines (IBM) | 0.1 | $1.1M | -3% | 4.6k | 242.39 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | +4% | 12k | 93.98 |
|
| Woodward Governor Company (WWD) | 0.1 | $1.1M | 3.1k | 357.92 |
|
|
| TJX Companies (TJX) | 0.1 | $1.1M | +4% | 6.8k | 159.70 |
|
| Nike (NKE) | 0.1 | $1.1M | +5% | 21k | 52.82 |
|
| FirstEnergy (FE) | 0.1 | $1.1M | 21k | 50.66 |
|
|
| Prologis (PLD) | 0.0 | $1.1M | 8.1k | 132.18 |
|
|
| Bgc Group Inc Cl A (BGC) | 0.0 | $1.1M | +7% | 108k | 9.78 |
|
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.0 | $1.0M | 3.2k | 328.66 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $1.0M | 9.4k | 109.71 |
|
|
| Sonoco Products Company (SON) | 0.0 | $1.0M | 19k | 54.09 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $1.0M | -15% | 11k | 93.00 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $1.0M | 6.0k | 172.68 |
|
|
| eBay (EBAY) | 0.0 | $1.0M | 11k | 91.02 |
|
|
| Ligand Pharmaceuticals In (LGND) | 0.0 | $1.0M | 5.0k | 199.65 |
|
|
| Rli (RLI) | 0.0 | $993k | 17k | 57.04 |
|
|
| Gra (GGG) | 0.0 | $978k | 12k | 84.65 |
|
|
| Yeti Hldgs (YETI) | 0.0 | $962k | -17% | 26k | 36.59 |
|
| Asure Software (ASUR) | 0.0 | $961k | +3% | 112k | 8.60 |
|
| ICU Medical, Incorporated (ICUI) | 0.0 | $953k | -20% | 7.4k | 129.15 |
|
| Watsco, Incorporated (WSO) | 0.0 | $951k | 2.6k | 363.78 |
|
|
| Godaddy Inc cl a (GDDY) | 0.0 | $949k | 12k | 82.67 |
|
|
| Invesco Water Resource Port (PHO) | 0.0 | $932k | 14k | 66.86 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $924k | 19k | 48.99 |
|
|
| Stryker Corporation (SYK) | 0.0 | $922k | +10% | 2.8k | 328.59 |
|
| Pfizer (PFE) | 0.0 | $919k | +18% | 33k | 28.08 |
|
| Enbridge (ENB) | 0.0 | $883k | 16k | 54.14 |
|
|
| AutoZone (AZO) | 0.0 | $868k | -12% | 257.00 | 3377.78 |
|
| Health Care SPDR (XLV) | 0.0 | $866k | -5% | 5.9k | 146.61 |
|
| Kroger (KR) | 0.0 | $866k | +4% | 12k | 72.36 |
|
| First Tr Exchange Traded Fd nasdq semcndtr (FTXL) | 0.0 | $842k | +195% | 5.7k | 147.47 |
|
| Tetra Tech (TTEK) | 0.0 | $840k | 28k | 30.12 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $810k | NEW | 13k | 62.75 |
|
| First Trust NASDAQ Clean Edge (GRID) | 0.0 | $808k | 4.9k | 163.58 |
|
|
| Dorman Products (DORM) | 0.0 | $798k | 7.6k | 104.36 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $797k | -2% | 8.3k | 96.47 |
|
| iShares Russell 2000 Value Index (IWN) | 0.0 | $794k | +27% | 4.2k | 189.59 |
|
| Barrett Business Services (BBSI) | 0.0 | $790k | +13% | 27k | 29.18 |
|
| Matthews International Corporation (MATW) | 0.0 | $786k | +4% | 30k | 25.82 |
|
| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $783k | -5% | 55k | 14.29 |
|
| Rockwell Automation (ROK) | 0.0 | $776k | 2.2k | 358.88 |
|
|
| Materials SPDR (XLB) | 0.0 | $771k | +7% | 15k | 49.97 |
|
| Siteone Landscape Supply (SITE) | 0.0 | $765k | -17% | 5.7k | 133.11 |
|
| Eaton (ETN) | 0.0 | $757k | +41% | 2.1k | 357.67 |
|
| Dex (DXCM) | 0.0 | $753k | 12k | 62.80 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $752k | -6% | 3.9k | 194.14 |
|
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $737k | 2.1k | 359.03 |
|
|
| Financial Select Sector SPDR (XLF) | 0.0 | $737k | 15k | 49.37 |
|
|
| I3 Verticals (IIIV) | 0.0 | $724k | 32k | 22.36 |
|
|
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $719k | +114% | 3.1k | 234.03 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $715k | -26% | 9.4k | 75.85 |
|
| Hayward Hldgs (HAYW) | 0.0 | $713k | -20% | 53k | 13.38 |
|
| Brown & Brown (BRO) | 0.0 | $711k | 11k | 65.21 |
|
|
| Brown-Forman Corporation (BF.B) | 0.0 | $699k | 26k | 26.44 |
|
|
| Insight Enterprises (NSIT) | 0.0 | $690k | +6% | 10k | 67.01 |
|
| Arista Networks (ANET) | 0.0 | $690k | 5.6k | 122.78 |
|
|
| Masco Corporation (MAS) | 0.0 | $687k | -18% | 11k | 60.37 |
|
| Zebra Technologies (ZBRA) | 0.0 | $684k | 3.3k | 209.08 |
|
|
| 3M Company (MMM) | 0.0 | $684k | +25% | 4.7k | 145.23 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $681k | NEW | 8.0k | 85.23 |
|
| Live Nation Entertainment (LYV) | 0.0 | $680k | 4.5k | 152.51 |
|
|
| Powerfleet (AIOT) | 0.0 | $678k | 220k | 3.08 |
|
|
| Cardinal Health (CAH) | 0.0 | $674k | +34% | 3.2k | 211.31 |
|
| Motorcar Parts of America (MPAA) | 0.0 | $647k | +8% | 59k | 11.06 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $644k | 2.6k | 244.18 |
|
|
| Emerson Electric (EMR) | 0.0 | $631k | -4% | 4.8k | 131.02 |
|
| Netflix (NFLX) | 0.0 | $627k | +5% | 6.5k | 96.15 |
|
| Tractor Supply Company (TSCO) | 0.0 | $620k | 14k | 45.30 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $616k | 7.7k | 79.61 |
|
|
| Ptc (PTC) | 0.0 | $616k | 4.3k | 142.50 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $608k | -12% | 2.0k | 304.08 |
|
| Jefferies Finl Group (JEF) | 0.0 | $607k | +41% | 15k | 41.27 |
|
| Anthem (ELV) | 0.0 | $603k | -73% | 2.1k | 292.75 |
|
| General Dynamics Corporation (GD) | 0.0 | $598k | +5% | 1.7k | 343.22 |
|
| Altria (MO) | 0.0 | $595k | -33% | 9.0k | 65.99 |
|
| Cummins (CMI) | 0.0 | $588k | +5% | 1.1k | 538.02 |
|
| Henry Schein (HSIC) | 0.0 | $586k | -2% | 8.0k | 73.70 |
|
| iShares S&P 500 Growth Index (IVW) | 0.0 | $586k | 5.2k | 113.11 |
|
|
| Inter Parfums (IPAR) | 0.0 | $583k | 6.4k | 90.84 |
|
|
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $580k | 4.9k | 118.45 |
|
|
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $579k | 17k | 33.22 |
|
|
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $576k | NEW | 9.8k | 59.03 |
|
| Astronics Corporation (ATRO) | 0.0 | $574k | -35% | 8.6k | 66.73 |
|
| ACI Worldwide (ACIW) | 0.0 | $570k | +64% | 14k | 41.01 |
|
| Accenture (ACN) | 0.0 | $564k | -57% | 2.8k | 198.29 |
|
| United Parcel Service (UPS) | 0.0 | $562k | +43% | 5.7k | 98.38 |
|
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.0 | $562k | NEW | 2.6k | 215.98 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $559k | +30% | 21k | 26.33 |
|
| iShares Silver Trust (SLV) | 0.0 | $559k | +25% | 8.2k | 68.14 |
|
| Bofi Holding (AX) | 0.0 | $556k | +42% | 6.5k | 85.09 |
|
| Tyler Technologies (TYL) | 0.0 | $554k | NEW | 1.6k | 342.38 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $549k | NEW | 3.5k | 158.04 |
|
| Industrial SPDR (XLI) | 0.0 | $542k | 3.4k | 161.73 |
|
|
| Itron (ITRI) | 0.0 | $541k | +50% | 6.0k | 89.63 |
|
| Tronox Holdings (TROX) | 0.0 | $540k | 55k | 9.77 |
|
|
| Manhattan Associates (MANH) | 0.0 | $539k | NEW | 4.1k | 133.12 |
|
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $538k | 5.5k | 97.23 |
|
|
| First Trust Ind/Prod AlphaDEX (FXR) | 0.0 | $538k | NEW | 6.6k | 81.63 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $532k | -21% | 2.2k | 243.08 |
|
| Cbre Group Inc Cl A (CBRE) | 0.0 | $527k | -8% | 3.9k | 135.46 |
|
| Stonex Group (SNEX) | 0.0 | $519k | +49% | 6.4k | 80.65 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $513k | 5.7k | 90.53 |
|
|
| Tidal Etf Tr (YALL) | 0.0 | $511k | 12k | 41.86 |
|
|
| At&t (T) | 0.0 | $507k | +2% | 18k | 28.99 |
|
| Ishares High Dividend Equity F (HDV) | 0.0 | $507k | 3.7k | 135.72 |
|
|
| First Trust Utilities AlphaDEX Fnd (FXU) | 0.0 | $507k | NEW | 10k | 49.59 |
|
| KAR Auction Services (OPLN) | 0.0 | $502k | +35% | 17k | 29.15 |
|
| Corteva (CTVA) | 0.0 | $502k | +2% | 6.0k | 83.71 |
|
| Booking Holdings (BKNG) | 0.0 | $501k | 119.00 | 4210.32 |
|
|
| First Horizon National Corporation (FHN) | 0.0 | $500k | 22k | 22.76 |
|
|
| Palantir Technologies (PLTR) | 0.0 | $497k | +6% | 3.4k | 146.28 |
|
| First Trust Tech AlphaDEX Fnd (FXL) | 0.0 | $493k | NEW | 3.1k | 158.87 |
|
| Live Oak Bancshares (LOB) | 0.0 | $487k | NEW | 15k | 33.07 |
|
| Novo Nordisk A/S (NVO) | 0.0 | $483k | -72% | 13k | 36.75 |
|
| Group 1 Automotive (GPI) | 0.0 | $476k | NEW | 1.4k | 330.63 |
|
| Information Services (III) | 0.0 | $470k | +8% | 122k | 3.84 |
|
| Micron Technology (MU) | 0.0 | $470k | +14% | 1.4k | 337.84 |
|
| Rocket Cos (RKT) | 0.0 | $468k | +22% | 33k | 14.25 |
|
| John Bean Technologies Corporation (JBTM) | 0.0 | $468k | NEW | 3.7k | 127.87 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $466k | -39% | 771.00 | 604.39 |
|
| Stanley Black & Decker (SWK) | 0.0 | $463k | NEW | 6.5k | 71.06 |
|
| WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $460k | 5.1k | 89.33 |
|
|
| Molina Healthcare (MOH) | 0.0 | $456k | 3.4k | 133.30 |
|
|
| Acnb Corp (ACNB) | 0.0 | $453k | +2% | 9.5k | 47.87 |
|
| Vanguard Mid-Cap ETF (VO) | 0.0 | $450k | 1.6k | 287.18 |
|
|
| SPDR S&P Dividend (SDY) | 0.0 | $449k | 3.1k | 145.94 |
|
|
| Smartfinancial (SMBK) | 0.0 | $448k | +2% | 12k | 39.08 |
|
| Deere & Company (DE) | 0.0 | $444k | 788.00 | 563.30 |
|
|
| Solventum Corp (SOLV) | 0.0 | $442k | -3% | 6.8k | 65.30 |
|
| KBR (KBR) | 0.0 | $440k | NEW | 12k | 36.86 |
|
| Applied Materials (AMAT) | 0.0 | $439k | 1.3k | 341.79 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $437k | 2.4k | 184.72 |
|
|
| Flexshares Tr qualt divd idx (QDF) | 0.0 | $435k | 5.5k | 79.09 |
|
|
| Morgan Stanley (MS) | 0.0 | $434k | +5% | 2.6k | 164.57 |
|
| Williams Companies (WMB) | 0.0 | $431k | -15% | 5.9k | 72.78 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $430k | +5% | 556.00 | 772.64 |
|
| Perdoceo Ed Corp (PRDO) | 0.0 | $428k | -18% | 12k | 37.21 |
|
| Cbiz (CBZ) | 0.0 | $424k | 16k | 26.85 |
|
|
| Airbnb (ABNB) | 0.0 | $424k | -5% | 3.4k | 126.28 |
|
| First American Financial (FAF) | 0.0 | $421k | +2% | 7.0k | 60.29 |
|
| First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.0 | $418k | 6.1k | 68.28 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $417k | 3.0k | 139.57 |
|
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $416k | +62% | 7.8k | 53.22 |
|
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $416k | 4.1k | 100.62 |
|
|
| Medpace Hldgs (MEDP) | 0.0 | $413k | 860.00 | 480.19 |
|
|
| Dell Technologies (DELL) | 0.0 | $411k | +2% | 2.5k | 164.13 |
|
| PNC Financial Services (PNC) | 0.0 | $408k | 2.0k | 208.09 |
|
|
| Goldman Sachs Just Us Lg Cap just us lrg cp (JUST) | 0.0 | $403k | 4.4k | 92.50 |
|
|
| Glacier Ban (GBCI) | 0.0 | $399k | +14% | 8.9k | 44.67 |
|
| Meta Financial (CASH) | 0.0 | $398k | NEW | 4.5k | 89.23 |
|
| Dolby Laboratories (DLB) | 0.0 | $381k | -12% | 6.3k | 60.06 |
|
| Global X Fds global x copper (COPX) | 0.0 | $381k | NEW | 5.0k | 76.35 |
|
| Quanta Services (PWR) | 0.0 | $378k | +6% | 689.00 | 549.02 |
|
| Uber Technologies (UBER) | 0.0 | $378k | 5.3k | 71.93 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $373k | +5% | 3.2k | 114.99 |
|
| Comcast Corporation (CMCSA) | 0.0 | $373k | +8% | 13k | 28.71 |
|
| HNI Corporation (HNI) | 0.0 | $368k | -8% | 11k | 33.39 |
|
| Kadant (KAI) | 0.0 | $365k | NEW | 1.3k | 292.35 |
|
| Lakeland Industries (LAKE) | 0.0 | $365k | +48% | 45k | 8.19 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $363k | +5% | 3.3k | 108.25 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $356k | +2% | 1.8k | 197.50 |
|
| First Trust Morningstar Divid Ledr (FDL) | 0.0 | $356k | 7.0k | 50.80 |
|
|
| First Trust NASDAQ-100 Ex-Tech Sec (QQXT) | 0.0 | $351k | NEW | 3.6k | 97.62 |
|
| Aersale Corp (ASLE) | 0.0 | $351k | 56k | 6.22 |
|
|
| Reynolds Consumer Prods (REYN) | 0.0 | $350k | -2% | 17k | 21.18 |
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $349k | 2.6k | 132.50 |
|
|
| Cigna Corp (CI) | 0.0 | $349k | 1.3k | 266.75 |
|
|
| Community Trust Ban (CTBI) | 0.0 | $345k | -2% | 5.7k | 60.72 |
|
| Alibaba Group Holding (BABA) | 0.0 | $336k | 2.7k | 125.46 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $332k | 5.2k | 64.08 |
|
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $332k | 4.4k | 75.10 |
|
|
| Teladoc (TDOC) | 0.0 | $331k | 61k | 5.45 |
|
|
| Hometrust Bancshares (HTB) | 0.0 | $329k | +3% | 7.7k | 42.65 |
|
| Carrier Global Corporation (CARR) | 0.0 | $328k | +8% | 5.8k | 56.31 |
|
| MercadoLibre (MELI) | 0.0 | $325k | -93% | 188.00 | 1729.02 |
|
| Vanguard Esg International Stock Etf etf (VSGX) | 0.0 | $324k | 4.5k | 71.73 |
|
|
| Veralto Corp (VLTO) | 0.0 | $324k | -3% | 3.7k | 88.42 |
|
| Daily Journal Corporation (DJCO) | 0.0 | $321k | 666.00 | 482.34 |
|
|
| Darling International (DAR) | 0.0 | $316k | NEW | 5.1k | 61.85 |
|
| Clean Harbors (CLH) | 0.0 | $315k | 1.1k | 286.73 |
|
|
| CECO Environmental (CECO) | 0.0 | $314k | NEW | 5.3k | 59.58 |
|
| Lam Research (LRCX) | 0.0 | $313k | 1.5k | 213.66 |
|
|
| Fb Finl (FBK) | 0.0 | $310k | -41% | 6.0k | 51.94 |
|
| First Tr Exchng Traded Fd Vi (QDEC) | 0.0 | $310k | NEW | 9.9k | 31.46 |
|
| MSC Industrial Direct (MSM) | 0.0 | $310k | NEW | 3.4k | 92.27 |
|
| Evertec (EVTC) | 0.0 | $309k | +21% | 11k | 28.22 |
|
| Illinois Tool Works (ITW) | 0.0 | $304k | 1.2k | 260.29 |
|
|
| Invesco Aerospace & Defense Etf (PPA) | 0.0 | $303k | NEW | 1.8k | 165.70 |
|
| Carlyle Group (CG) | 0.0 | $302k | -2% | 6.2k | 48.39 |
|
| Markel Corporation (MKL) | 0.0 | $301k | 157.00 | 1914.07 |
|
|
| Oneok (OKE) | 0.0 | $297k | +13% | 3.3k | 90.39 |
|
| Akamai Technologies (AKAM) | 0.0 | $295k | 2.6k | 114.85 |
|
|
| Vanguard Total World Stock Idx (VT) | 0.0 | $295k | NEW | 2.1k | 138.32 |
|
| Community Health Systems (CYH) | 0.0 | $294k | 100k | 2.94 |
|
|
| Columbia Banking System (COLB) | 0.0 | $292k | +25% | 11k | 27.43 |
|
| Everus Constr Group (ECG) | 0.0 | $288k | -35% | 2.4k | 118.06 |
|
| PIMCO Short Term Mncpl (SMMU) | 0.0 | $285k | 5.7k | 50.45 |
|
|
| Halliburton Company (HAL) | 0.0 | $284k | +2% | 7.3k | 38.99 |
|
| Qnity Electronics (Q) | 0.0 | $283k | 2.5k | 115.38 |
|
|
| Wright Express (WEX) | 0.0 | $282k | -6% | 1.8k | 153.04 |
|
| Invesco Synamic Semiconductors equities (PSI) | 0.0 | $282k | NEW | 3.0k | 94.38 |
|
| Hershey Company (HSY) | 0.0 | $278k | +2% | 1.3k | 207.89 |
|
| American Tower Reit (AMT) | 0.0 | $273k | -22% | 1.6k | 172.58 |
|
| Invesco Dwa Technology Momentum Etf dwa technology (PTF) | 0.0 | $273k | NEW | 3.2k | 86.33 |
|
| ICF International (ICFI) | 0.0 | $273k | 4.2k | 65.29 |
|
|
| Dow (DOW) | 0.0 | $268k | NEW | 6.4k | 41.65 |
|
| Encompass Health Corp (EHC) | 0.0 | $267k | -46% | 2.8k | 96.73 |
|
| Devon Energy Corporation (DVN) | 0.0 | $266k | NEW | 5.3k | 50.32 |
|
| Casey's General Stores (CASY) | 0.0 | $264k | NEW | 362.00 | 727.86 |
|
| Mondelez Int (MDLZ) | 0.0 | $261k | -52% | 4.5k | 57.64 |
|
| IDEX Corporation (IEX) | 0.0 | $260k | 1.4k | 189.55 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $256k | +2% | 3.4k | 76.32 |
|
| Sanmina (SANM) | 0.0 | $254k | NEW | 2.0k | 129.64 |
|
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $254k | 4.8k | 52.76 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $251k | +13% | 562.00 | 446.54 |
|
| Invesco Exchange Traded Fd T dynmc bldg con (PKB) | 0.0 | $251k | NEW | 2.6k | 97.57 |
|
| LKQ Corporation (LKQ) | 0.0 | $247k | NEW | 8.4k | 29.37 |
|
| Wec Energy Group (WEC) | 0.0 | $247k | +3% | 2.1k | 115.77 |
|
| Mid-America Apartment (MAA) | 0.0 | $242k | 2.0k | 122.12 |
|
|
| Trane Technologies (TT) | 0.0 | $240k | 575.00 | 416.74 |
|
|
| Murphy Usa (MUSA) | 0.0 | $240k | NEW | 485.00 | 493.97 |
|
| Renasant (RNST) | 0.0 | $232k | 6.4k | 36.13 |
|
|
| Hologic | 0.0 | $230k | 3.0k | 75.59 |
|
|
| Autodesk (ADSK) | 0.0 | $229k | -32% | 956.00 | 239.40 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $229k | 7.3k | 31.49 |
|
|
| Dupont De Nemours (DD) | 0.0 | $227k | NEW | 5.0k | 45.80 |
|
| Invesco Dynamic Networking Etf dynmc netwrng (KNCT) | 0.0 | $226k | NEW | 1.6k | 138.56 |
|
| SPDR KBW Regional Banking (KRE) | 0.0 | $225k | NEW | 3.5k | 65.15 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $224k | NEW | 1.9k | 118.63 |
|
| Ishares Tr dev val factor (IVLU) | 0.0 | $222k | NEW | 5.6k | 39.68 |
|
| O'reilly Automotive (ORLY) | 0.0 | $218k | -5% | 2.4k | 92.31 |
|
| Palo Alto Networks (PANW) | 0.0 | $217k | -47% | 1.4k | 160.32 |
|
| Ishares Tr Exponential Technologies Etf (XT) | 0.0 | $217k | 3.2k | 68.15 |
|
|
| Timken Company (TKR) | 0.0 | $217k | NEW | 2.2k | 100.57 |
|
| Terex Corporation (TEX) | 0.0 | $212k | NEW | 3.6k | 59.10 |
|
| Delek Us Holdings (DK) | 0.0 | $212k | -38% | 4.7k | 45.07 |
|
| Compass (COMP) | 0.0 | $206k | 28k | 7.31 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $206k | NEW | 1.6k | 130.95 |
|
| Allstate Corporation (ALL) | 0.0 | $204k | NEW | 985.00 | 207.34 |
|
| Invesco Exchange Traded Fd Tnasdaq Internt etf/equity (PNQI) | 0.0 | $203k | NEW | 4.5k | 44.73 |
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $203k | NEW | 7.0k | 29.13 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $203k | -44% | 537.00 | 377.74 |
|
| Crescent Energy Company (CRGY) | 0.0 | $180k | 13k | 13.50 |
|
|
| LCNB (LCNB) | 0.0 | $177k | 11k | 15.59 |
|
|
| DNP Select Income Fund (DNP) | 0.0 | $110k | 11k | 10.30 |
|
|
| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $50k | 14k | 3.61 |
|
|
| Northern Dynasty Minerals Lt (NAK) | 0.0 | $35k | 25k | 1.40 |
|
|
| Ambev Sa- (ABEV) | 0.0 | $34k | NEW | 12k | 2.92 |
|
Past Filings by Equitable Trust
SEC 13F filings are viewable for Equitable Trust going back to 2018
- Equitable Trust 2026 Q1 filed April 30, 2026
- Equitable Trust 2025 Q4 filed Feb. 2, 2026
- Equitable Trust 2025 Q3 filed Nov. 10, 2025
- Equitable Trust 2025 Q2 filed July 23, 2025
- Equitable Trust 2025 Q1 filed April 25, 2025
- Equitable Trust 2024 Q4 filed Jan. 28, 2025
- Equitable Trust 2024 Q3 filed Oct. 29, 2024
- Equitable Trust 2024 Q2 filed July 31, 2024
- Equitable Trust 2024 Q1 filed April 24, 2024
- Equitable Trust 2023 Q4 filed Jan. 25, 2024
- Equitable Trust 2023 Q3 filed Nov. 6, 2023
- Equitable Trust 2023 Q2 filed Aug. 8, 2023
- Equitable Trust 2023 Q1 filed May 2, 2023
- Equitable Trust 2022 Q4 filed Feb. 17, 2023
- Equitable Trust 2022 Q3 filed Oct. 31, 2022
- Equitable Trust 2022 Q2 filed July 15, 2022