The Analysis of Abound Wealth Management's Holdings & P&L


Currently, Abound Wealth Management holds 1491 types of securities in its portfolio with a total value $440.1M. In the most recent quarter, they have increased their positions in IJR (+23.6K shares, valued at $2.9M), AGG (+26.9K shares, valued at $2.7M), SPYM (+27.9K shares, valued at $2.1M); decreased their positions in PLTR (-2.8K shares, valued at $402.4K), COST (-301 shares, valued at $299.7K), TSLA (-469 shares, valued at $174.4K); initiated new positions in DLN (+2.6K shares, valued at $234.5K), QGRO (+2.1K shares, valued at $223.3K), LVHI (+3.6K shares, valued at $144.4K).


1M P&L
+14.9M+3.42%
3M P&L
+11.4M+2.62%
HY P&L
+36.7M+8.89%

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/A346.8M
85.6%
2Consumer Electronics10.7M
2.6%
3Auto Manufacturers7.0M
1.7%

Top Industries by Stock Count

1N/A363 stocks
26.2%
2Software - Application42 stocks
3.0%
3Banks - Regional39 stocks
2.8%
Stock Holdings
IJR
ISHARES TR
5.31%
Shares468.1K
Event2026-03-31
Filed2026-04-10
AGG
ISHARES TR
5.93%
Shares480.8K
Event2026-03-31
Filed2026-04-10
VEA
VANGUARD TAX-MANAGED FDS
3.08%
Shares522.1K
Event2026-03-31
Filed2026-04-10
IVV
ISHARES TR
3.89%
Shares41.6K
Event2026-03-31
Filed2026-04-10
VV
VANGUARD INDEX FDS
7.11%
Shares85.1K
Event2026-03-31
Filed2026-04-10
IEMG
ISHARES INC
2.23%
Shares329.4K
Event2026-03-31
Filed2026-04-10
SCHX
SCHWAB STRATEGIC TR
0.30%
Shares799.3K
Event2026-03-31
Filed2026-04-10
VANGUARD INDEX FDS
VANGUARD INDEX FDS
3.84%
Shares34.1K
Event2026-03-31
Filed2026-04-10
VB
VANGUARD INDEX FDS
0.28%
Shares67.4K
Event2026-03-31
Filed2026-04-10
VTI
VANGUARD INDEX FDS
3.03%
Shares46.7K
Event2026-03-31
Filed2026-04-10
AAPL
APPLE INC
-0.21%
Shares42.2K
Event2026-03-31
Filed2026-04-10
SPY
STATE STR SPDR S&P 500 ETF T
-0.52%
Shares15.7K
Event2026-03-31
Filed2026-04-10
IEFA
ISHARES TR
-0.42%
Shares112.0K
Event2026-03-31
Filed2026-04-10
SPYM
SPDR SERIES TRUST
37.61%
Shares102.2K
Event2026-03-31
Filed2026-04-10
VWO
VANGUARD INTL EQUITY INDEX F
-0.19%
Shares130.9K
Event2026-03-31
Filed2026-04-10
TSLA
TESLA INC
-2.47%
Shares18.5K
Event2026-03-31
Filed2026-04-10
ITOT
ISHARES TR
22.92%
Shares46.6K
Event2026-03-31
Filed2026-04-10
NVDA
NVIDIA CORPORATION
13.35%
Shares24.5K
Event2026-03-31
Filed2026-04-10
BROADCOM INC
BROADCOM INC
2.53%
Shares13.0K
Event2026-03-31
Filed2026-04-10
SCHA
SCHWAB STRATEGIC TR
1.07%
Shares137.3K
Event2026-03-31
Filed2026-04-10
INVESCO QQQ TR
INVESCO QQQ TR
-4.24%
Shares6.4K
Event2026-03-31
Filed2026-04-10
VNQ
VANGUARD INDEX FDS
2.77%
Shares40.8K
Event2026-03-31
Filed2026-04-10
MSFT
MICROSOFT CORP
10.28%
Shares8.4K
Event2026-03-31
Filed2026-04-10
OKE
ONEOK INC NEW
2.72%
Shares34.2K
Event2026-03-31
Filed2026-04-10
AMZN
AMAZON COM INC
5.23%
Shares14.7K
Event2026-03-31
Filed2026-04-10
MUB
ISHARES TR
1.12%
Shares26.6K
Event2026-03-31
Filed2026-04-10
ALPHABET INC
ALPHABET INC
0.57%
Shares6.1K
Event2026-03-31
Filed2026-04-10
ALPHABET INC
ALPHABET INC
5.12%
Shares6.1K
Event2026-03-31
Filed2026-04-10
FBTC
FIDELITY WISE ORIGIN BITCOIN
-4.87%
Shares29.1K
Event2026-03-31
Filed2026-04-10
SCHF
SCHWAB STRATEGIC TR
1.88%
Shares57.4K
Event2026-03-31
Filed2026-04-10
BND
VANGUARD BD INDEX FDS
11.04%
Shares18.0K
Event2026-03-31
Filed2026-04-10
META
META PLATFORMS INC
2.67%
Shares2.2K
Event2026-03-31
Filed2026-04-10
PLTR
PALANTIR TECHNOLOGIES INC
-24.86%
Shares8.3K
Event2026-03-31
Filed2026-04-10
JPM
JPMORGAN CHASE & CO
3.09%
Shares3.8K
Event2026-03-31
Filed2026-04-10
QQQM
INVESCO EXCH TRADED FD TR II
41.81%
Shares4.4K
Event2026-03-31
Filed2026-04-10
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
14.46%
Shares5.3K
Event2026-03-31
Filed2026-04-10
CB
CHUBB LTD SWITZ
2350.85%
Shares2.9K
Event2026-03-31
Filed2026-04-10
SCHB
SCHWAB STRATEGIC TR
16.53%
Shares36.8K
Event2026-03-31
Filed2026-04-10
ACWI
ISHARES TR
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-10
VTV
VANGUARD INDEX FDS
51.65%
Shares4.0K
Event2026-03-31
Filed2026-04-10
SCHD
SCHWAB STRATEGIC TR
291.31%
Shares24.3K
Event2026-03-31
Filed2026-04-10
IJH
ISHARES TR
63.93%
Shares10.7K
Event2026-03-31
Filed2026-04-10
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-04-10
SO
SOUTHERN CO
0.49%
Shares7.2K
Event2026-03-31
Filed2026-04-10
GEV
GE VERNOVA INC
0.40%
Shares760
Event2026-03-31
Filed2026-04-10
VUG
VANGUARD INDEX FDS
13.67%
Shares1.5K
Event2026-03-31
Filed2026-04-10
GE AEROSPACE
GE AEROSPACE
-2.66%
Shares2.3K
Event2026-03-31
Filed2026-04-10
JBHT
HUNT J B TRANS SVCS INC
0.10%
Shares2.9K
Event2026-03-31
Filed2026-04-10
VIG
VANGUARD SPECIALIZED FUNDS
12.49%
Shares2.3K
Event2026-03-31
Filed2026-04-10
NFLX
NETFLIX INC.
-0.13%
Shares5.2K
Event2026-03-31
Filed2026-04-10
SCHE
SCHWAB STRATEGIC TR
2.19%
Shares14.9K
Event2026-03-31
Filed2026-04-10
XOM
EXXON MOBIL CORP
-13.29%
Shares2.8K
Event2026-03-31
Filed2026-04-10
PG
PROCTER & GAMBLE CO
-5.09%
Shares3.3K
Event2026-03-31
Filed2026-04-10
VGT
VANGUARD WORLD FD
8.14%
Shares664
Event2026-03-31
Filed2026-04-10
AFL
AFLAC INC
-18.53%
Shares4.1K
Event2026-03-31
Filed2026-04-10
FNDX
SCHWAB STRATEGIC TR
-8.49%
Shares15.8K
Event2026-03-31
Filed2026-04-10
VO
VANGUARD INDEX FDS
0.50%
Shares1.4K
Event2026-03-31
Filed2026-04-10
COST
COSTCO WHOLESALE CORPORATION
-42.82%
Shares402
Event2026-03-31
Filed2026-04-10
RTX
RTX CORPORATION
20.85%
Shares1.9K
Event2026-03-31
Filed2026-04-10
ABBV
ABBVIE INC
9.51%
Shares1.7K
Event2026-03-31
Filed2026-04-10
WMT
WALMART INC
0.92%
Shares2.9K
Event2026-03-31
Filed2026-04-10
AMGN
AMGEN INC
1.74%
Shares994
Event2026-03-31
Filed2026-04-10
ORLY
OREILLY AUTOMOTIVE INC
-4.11%
Shares3.5K
Event2026-03-31
Filed2026-04-10
SMH
VANECK ETF TRUST
0.00%
Shares814
Event2026-03-31
Filed2026-04-10
CAT
CATERPILLAR INC
-10.95%
Shares439
Event2026-03-31
Filed2026-04-10
BAC
BANK AMERICA CORP
7.79%
Shares6.4K
Event2026-03-31
Filed2026-04-10
SHOP
SHOPIFY INC
16.72%
Shares2.6K
Event2026-03-31
Filed2026-04-10
XLRE
SELECT SECTOR SPDR TR
0.97%
Shares7.2K
Event2026-03-31
Filed2026-04-10
IWB
ISHARES TR
-1.59%
Shares805
Event2026-03-31
Filed2026-04-10
LLY
ELI LILLY & CO
15.61%
Shares311
Event2026-03-31
Filed2026-04-10
GLD
SPDR GOLD TR
295.18%
Shares656
Event2026-03-31
Filed2026-04-10
V
VISA INC
31.91%
Shares930
Event2026-03-31
Filed2026-04-10
CSCO
CISCO SYS INC
3.22%
Shares3.6K
Event2026-03-31
Filed2026-04-10
GSLC
GOLDMAN SACHS ETF TR
6509.09%
Shares2.2K
Event2026-03-31
Filed2026-04-10
FNDA
SCHWAB STRATEGIC TR
24.86%
Shares8.4K
Event2026-03-31
Filed2026-04-10
CVX
CHEVRON CORPORATION
52.27%
Shares1.3K
Event2026-03-31
Filed2026-04-10
MA
MASTERCARD INCORPORATED
21.67%
Shares539
Event2026-03-31
Filed2026-04-10
FTEC
FIDELITY COVINGTON TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-10
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-10
HD
HOME DEPOT INC
4.19%
Shares746
Event2026-03-31
Filed2026-04-10
DLN
WISDOMTREE TR
New
Shares2.6K
Event2026-03-31
Filed2026-04-10
SPEM
SPDR INDEX SHS FDS
3.69%
Shares4.9K
Event2026-03-31
Filed2026-04-10
JNJ
JOHNSON & JOHNSON
-3.01%
Shares936
Event2026-03-31
Filed2026-04-10
FNDF
SCHWAB STRATEGIC TR
21.49%
Shares4.6K
Event2026-03-31
Filed2026-04-10
QGRO
AMERICAN CENTY ETF TR
New
Shares2.1K
Event2026-03-31
Filed2026-04-10
SCHK
SCHWAB STRATEGIC TR
168.61%
Shares6.9K
Event2026-03-31
Filed2026-04-10
UNH
UNITEDHEALTH GROUP INC
144.13%
Shares769
Event2026-03-31
Filed2026-04-10
ABNB
AIRBNB INC
-15.96%
Shares1.6K
Event2026-03-31
Filed2026-04-10
MERCK & CO INC
MERCK & CO INC
9.78%
Shares1.7K
Event2026-03-31
Filed2026-04-10
SPYG
SPDR SERIES TRUST
1.90%
Shares2.1K
Event2026-03-31
Filed2026-04-10
IVW
ISHARES TR
0.06%
Shares1.8K
Event2026-03-31
Filed2026-04-10
LAM RESEARCH CORP
LAM RESEARCH CORP
2.36%
Shares953
Event2026-03-31
Filed2026-04-10
WFC
WELLS FARGO & CO
5.63%
Shares2.5K
Event2026-03-31
Filed2026-04-10
VBR
VANGUARD INDEX FDS
-4.64%
Shares905
Event2026-03-31
Filed2026-04-10
ISRG
INTUITIVE SURGICAL INC
-7.61%
Shares425
Event2026-03-31
Filed2026-04-10
OZ
BELPOINTE PREP LLC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-10
KAT
ADVISORS SER TR
-3.96%
Shares3.6K
Event2026-03-31
Filed2026-04-10
IBM
INTERNATIONAL BUSINESS MACHS
5.41%
Shares779
Event2026-03-31
Filed2026-04-10
CNI
CANADIAN NATL RY CO
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-10
MCD
MCDONALDS CORP
5.43%
Shares582
Event2026-03-31
Filed2026-04-10
AMAT
APPLIED MATLS INC
3.20%
Shares516
Event2026-03-31
Filed2026-04-10
EFA
ISHARES TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-10
ACM
AECOM
-4.40%
Shares2.0K
Event2026-03-31
Filed2026-04-10
CRWD
CROWDSTRIKE HLDGS INC
0.00%
Shares432
Event2026-03-31
Filed2026-04-10
SILA
SILA REALTY TRUST INC
1.60%
Shares7.0K
Event2026-03-31
Filed2026-04-10
DFAT
DIMENSIONAL ETF TRUST
14.97%
Shares2.6K
Event2026-03-31
Filed2026-04-10
DFUV
DIMENSIONAL ETF TRUST
0.09%
Shares3.3K
Event2026-03-31
Filed2026-04-10
ESGU
ISHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-10
VYM
VANGUARD WHITEHALL FDS
1.16%
Shares1.0K
Event2026-03-31
Filed2026-04-10
GS
GOLDMAN SACHS GROUP INC
1.68%
Shares182
Event2026-03-31
Filed2026-04-10
SNOW
SNOWFLAKE INC
-26.77%
Shares1.0K
Event2026-03-31
Filed2026-04-10
VZ
VERIZON COMMUNICATIONS INC
57.91%
Shares3.0K
Event2026-03-31
Filed2026-04-10
VSGX
VANGUARD WORLD FD
0.29%
Shares2.0K
Event2026-03-31
Filed2026-04-10
SMG
SCOTTS MIRACLE-GRO CO
0.97%
Shares2.4K
Event2026-03-31
Filed2026-04-10
ARISTA NETWORKS INC
ARISTA NETWORKS INC
1.55%
Shares1.2K
Event2026-03-31
Filed2026-04-10
LVHI
LEGG MASON ETF INVT
New
Shares3.6K
Event2026-03-31
Filed2026-04-10
SOFI
SOFI TECHNOLOGIES INC
738.96%
Shares8.9K
Event2026-03-31
Filed2026-04-10
CDNS
CADENCE DESIGN SYSTEM INC
2.86%
Shares503
Event2026-03-31
Filed2026-04-10
XLE
SELECT SECTOR SPDR TR
5.26%
Shares2.3K
Event2026-03-31
Filed2026-04-10
SLYV
SPDR SERIES TRUST
0.48%
Shares1.5K
Event2026-03-31
Filed2026-04-10
VTEB
VANGUARD MUN BD FDS
15.00%
Shares2.7K
Event2026-03-31
Filed2026-04-10
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-10
VGK
VANGUARD INTL EQUITY INDEX F
45.45%
Shares1.6K
Event2026-03-31
Filed2026-04-10
BMY
BRISTOL-MYERS SQUIBB CO
7.69%
Shares2.1K
Event2026-03-31
Filed2026-04-10
AVEM
AMERICAN CENTY ETF TR
New
Shares1.6K
Event2026-03-31
Filed2026-04-10
ORCL
ORACLE CORP
-7.28%
Shares879
Event2026-03-31
Filed2026-04-10
SPSM
SPDR SERIES TRUST
22.76%
Shares2.6K
Event2026-03-31
Filed2026-04-10
AMD
ADVANCED MICRO DEVICES INC
15.53%
Shares610
Event2026-03-31
Filed2026-04-10
VXUS
VANGUARD STAR FDS
99.63%
Shares1.6K
Event2026-03-31
Filed2026-04-10
TSM
TAIWAN SEMICONDUCTOR MANUFAC
17.74%
Shares365
Event2026-03-31
Filed2026-04-10
DFUS
DIMENSIONAL ETF TRUST
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-10
SPDW
SPDR INDEX SHS FDS
3.21%
Shares2.7K
Event2026-03-31
Filed2026-04-10
XLU
SELECT SECTOR SPDR TR
0.68%
Shares2.6K
Event2026-03-31
Filed2026-04-10
FNDE
SCHWAB STRATEGIC TR
22.67%
Shares3.2K
Event2026-03-31
Filed2026-04-10
IYJ
ISHARES TR
0.00%
Shares813
Event2026-03-31
Filed2026-04-10
KO
COCA COLA CO
30.54%
Shares1.6K
Event2026-03-31
Filed2026-04-10
TGTX
TG THERAPEUTICS INC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-10
CITIGROUP INC
CITIGROUP INC
74.28%
Shares1.0K
Event2026-03-31
Filed2026-04-10
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares250
Event2026-03-31
Filed2026-04-10
IDMO
INVESCO EXCH TRADED FD TR II
New
Shares2.1K
Event2026-03-31
Filed2026-04-10
WM
WASTE MGMT INC DEL
6.91%
Shares495
Event2026-03-31
Filed2026-04-10
FITB
FIFTH THIRD BANCORP
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-10
IWV
ISHARES TR
0.00%
Shares305
Event2026-03-31
Filed2026-04-10
ZION
ZIONS BANCORPORATION NATL AS
-29.54%
Shares1.9K
Event2026-03-31
Filed2026-04-10
SCHG
SCHWAB STRATEGIC TR
96.25%
Shares3.8K
Event2026-03-31
Filed2026-04-10
IGF
ISHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-10
XLP
SELECT SECTOR SPDR TR
3.20%
Shares1.3K
Event2026-03-31
Filed2026-04-10
VOOG
VANGUARD ADMIRAL FDS INC
31.63%
Shares258
Event2026-03-31
Filed2026-04-10
CRM
SALESFORCE INC
-31.57%
Shares542
Event2026-03-31
Filed2026-04-10
OTTR
OTTER TAIL CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-10
TFC
TRUIST FINL CORP
-2.36%
Shares2.2K
Event2026-03-31
Filed2026-04-10
MELI
MERCADOLIBRE INC
0.00%
Shares57
Event2026-03-31
Filed2026-04-10
ESGV
VANGUARD WORLD FD
9.38%
Shares875
Event2026-03-31
Filed2026-04-10
ABT
ABBOTT LABORATORIES
1.87%
Shares924
Event2026-03-31
Filed2026-04-10
SYY
SYSCO CORP
1.38%
Shares1.3K
Event2026-03-31
Filed2026-04-10
IWD
ISHARES TR
1.62%
Shares439
Event2026-03-31
Filed2026-04-10
FS SPECIALTY LENDING FD
FS SPECIALTY LENDING FD
3.27%
Shares7.5K
Event2026-03-31
Filed2026-04-10
MSTR
STRATEGY INC
0.00%
Shares747
Event2026-03-31
Filed2026-04-10
TT
TRANE TECHNOLOGIES PLC
1.83%
Shares222
Event2026-03-31
Filed2026-04-10
T
AT&T INC
16.51%
Shares3.2K
Event2026-03-31
Filed2026-04-10
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
9.31%
Shares1.3K
Event2026-03-31
Filed2026-04-10
KR
KROGER CO
2.22%
Shares1.2K
Event2026-03-31
Filed2026-04-10
BIV
VANGUARD BD INDEX FDS
0.71%
Shares1.1K
Event2026-03-31
Filed2026-04-10
BSX
BOSTON SCIENTIFIC CORP
-2.48%
Shares1.4K
Event2026-03-31
Filed2026-04-10
VHT
VANGUARD WORLD FD
0.00%
Shares314
Event2026-03-31
Filed2026-04-10
GLW
CORNING INC
9.03%
Shares628
Event2026-03-31
Filed2026-04-10
ONEQ
FIDELITY COMWLTH TR
-1.38%
Shares1.0K
Event2026-03-31
Filed2026-04-10
NWBI
NORTHWEST BANCSHARES INC
-2.42%
Shares6.7K
Event2026-03-31
Filed2026-04-10
DFAS
DIMENSIONAL ETF TRUST
11.79%
Shares1.2K
Event2026-03-31
Filed2026-04-10
VT
VANGUARD INTL EQUITY INDEX F
20.16%
Shares602
Event2026-03-31
Filed2026-04-10
ASTS
AST SPACEMOBILE INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-10
OGS
ONE GAS INC
0.00%
Shares961
Event2026-03-31
Filed2026-04-10
IUSG
ISHARES TR
1.93%
Shares529
Event2026-03-31
Filed2026-04-10
TMUS
T-MOBILE US INC
345.98%
Shares388
Event2026-03-31
Filed2026-04-10
IWF
ISHARES TR
16.56%
Shares190
Event2026-03-31
Filed2026-04-10
AVIG
AMERICAN CENTY ETF TR
New
Shares1.9K
Event2026-03-31
Filed2026-04-10
TCOM
TRIP COM GROUP LTD
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-10
AXP
AMERICAN EXPRESS CO
-5.78%
Shares261
Event2026-03-31
Filed2026-04-10
QQQE
DIREXION SHARES ETF TRUST
759.78%
Shares791
Event2026-03-31
Filed2026-04-10
FNDC
SCHWAB STRATEGIC TR
-8.08%
Shares1.7K
Event2026-03-31
Filed2026-04-10
VXF
VANGUARD INDEX FDS
0.00%
Shares374
Event2026-03-31
Filed2026-04-10
IRM
IRON MTN INC DEL
0.00%
Shares748
Event2026-03-31
Filed2026-04-10
QUAL
ISHARES TR
4.74%
Shares398
Event2026-03-31
Filed2026-04-10
KLAC
KLA CORP
136.36%
Shares52
Event2026-03-31
Filed2026-04-10
BA
BOEING CO
31.49%
Shares380
Event2026-03-31
Filed2026-04-10
RS
RELIANCE INC
-25.00%
Shares249
Event2026-03-31
Filed2026-04-10
WDAY
WORKDAY INC
-20.11%
Shares568
Event2026-03-31
Filed2026-04-10
IWM
ISHARES TR
2.46%
Shares292
Event2026-03-31
Filed2026-04-10
CBU
COMMUNITY FINANCIAL SYSTEM I
-0.33%
Shares1.2K
Event2026-03-31
Filed2026-04-10
DFAI
DIMENSIONAL ETF TRUST
New
Shares1.8K
Event2026-03-31
Filed2026-04-10
WMB
WILLIAMS COS INC
12.64%
Shares980
Event2026-03-31
Filed2026-04-10
CCC
CCC INTELLIGENT SOLUTIONS HL
New
Shares11.8K
Event2026-03-31
Filed2026-04-10
CARR
CARRIER GLOBAL CORPORATION
-0.80%
Shares1.2K
Event2026-03-31
Filed2026-04-10
VCR
VANGUARD WORLD FD
18.52%
Shares192
Event2026-03-31
Filed2026-04-10
KRG
KITE REALTY GROUP TRUST
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-10
IUSV
ISHARES TR
0.15%
Shares657
Event2026-03-31
Filed2026-04-10
HBAN
HUNTINGTON BANCSHARES INC
2542.59%
Shares4.3K
Event2026-03-31
Filed2026-04-10
SLV
ISHARES SILVER TR
0.00%
Shares980
Event2026-03-31
Filed2026-04-10
PPA
INVESCO EXCHANGE TRADED FD T
0.25%
Shares399
Event2026-03-31
Filed2026-04-10
LINDE PLC
LINDE PLC
90.00%
Shares133
Event2026-03-31
Filed2026-04-10
IAUM
ISHARES GOLD TR
9.86%
Shares1.4K
Event2026-03-31
Filed2026-04-10
MPC
MARATHON PETE CORP
0.37%
Shares268
Event2026-03-31
Filed2026-04-10
BKNG
BOOKING HOLDINGS INC
0.00%
Shares15
Event2026-03-31
Filed2026-04-10
MTUM
ISHARES TR
0.00%
Shares266
Event2026-03-31
Filed2026-04-10
MU
MICRON TECHNOLOGY INC
11.18%
Shares189
Event2026-03-31
Filed2026-04-10
VLGEA
VILLAGE SUPER MKT INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-10
HWM
HOWMET AEROSPACE INC
5.36%
Shares275
Event2026-03-31
Filed2026-04-10
TJX
TJX COS INC NEW
3.14%
Shares394
Event2026-03-31
Filed2026-04-10
APH
AMPHENOL CORP
122.07%
Shares493
Event2026-03-31
Filed2026-04-10
TECH
BIO-TECHNE CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-10
IJJ
ISHARES TR
0.00%
Shares469
Event2026-03-31
Filed2026-04-10
EATON CORP PLC
EATON CORP PLC
4.22%
Shares173
Event2026-03-31
Filed2026-04-10
PEP
PEPSICO INC
33.33%
Shares396
Event2026-03-31
Filed2026-04-10
EEM
ISHARES TR
-19.80%
Shares1.1K
Event2026-03-31
Filed2026-04-10
OVV
OVINTIV INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-10
VSAT
VIASAT INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-10
JQUA
J P MORGAN EXCHANGE TRADED F
0.00%
Shares964
Event2026-03-31
Filed2026-04-10
COP
CONOCOPHILLIPS
-4.56%
Shares440
Event2026-03-31
Filed2026-04-10
VBK
VANGUARD INDEX FDS
-16.88%
Shares192
Event2026-03-31
Filed2026-04-10
ADI
ANALOG DEVICES INC
58.77%
Shares181
Event2026-03-31
Filed2026-04-10
IGSB
ISHARES TR
0.74%
Shares1.1K
Event2026-03-31
Filed2026-04-10
ARKK
ARK ETF TR
0.00%
Shares844
Event2026-03-31
Filed2026-04-10
PFE
PFIZER INC
60.11%
Shares2.0K
Event2026-03-31
Filed2026-04-10
LOW
LOWES COS INC
92.00%
Shares240
Event2026-03-31
Filed2026-04-10
SBUX
STARBUCKS CORP
13.74%
Shares629
Event2026-03-31
Filed2026-04-10
HON
HONEYWELL INTL INC
34.78%
Shares248
Event2026-03-31
Filed2026-04-10
TTD
THE TRADE DESK INC
-27.77%
Shares2.5K
Event2026-03-31
Filed2026-04-10
GLDM
WORLD GOLD TR
New
Shares601
Event2026-03-31
Filed2026-04-10
KMB
KIMBERLY-CLARK CORP
15.86%
Shares577
Event2026-03-31
Filed2026-04-10
FVD
FIRST TR EXCHANGE-TRADED FD
162.67%
Shares1.2K
Event2026-03-31
Filed2026-04-10
GEHC
GE HEALTHCARE TECHNOLOGIES I
-1.02%
Shares780
Event2026-03-31
Filed2026-04-10
SSO
PROSHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-10
LMT
LOCKHEED MARTIN CORP
57.89%
Shares90
Event2026-03-31
Filed2026-04-10
VOE
VANGUARD INDEX FDS
-21.83%
Shares290
Event2026-03-31
Filed2026-04-10
TXN
TEXAS INSTRS INC
38.38%
Shares274
Event2026-03-31
Filed2026-04-10
NEE
NEXTERA ENERGY INC
59.89%
Shares566
Event2026-03-31
Filed2026-04-10
DIS
DISNEY WALT CO
6.45%
Shares545
Event2026-03-31
Filed2026-04-10
DOW
DOW HLDGS INC
43.30%
Shares1.3K
Event2026-03-31
Filed2026-04-10
ITA
ISHARES TR
0.00%
Shares238
Event2026-03-31
Filed2026-04-10
HCA
HCA HEALTHCARE INC
0.00%
Shares110
Event2026-03-31
Filed2026-04-10
ASML
ASML HLDG NV
0.00%
Shares39
Event2026-03-31
Filed2026-04-10
FDVV
FIDELITY COVINGTON TRUST
0.11%
Shares927
Event2026-03-31
Filed2026-04-10
OEF
ISHARES TR
-35.22%
Shares160
Event2026-03-31
Filed2026-04-10
CSGP
COSTAR GROUP INC
0.64%
Shares1.3K
Event2026-03-31
Filed2026-04-10
UNP
UNION PAC CORP
22.22%
Shares209
Event2026-03-31
Filed2026-04-10
KNSL
KINSALE CAP GROUP INC
0.00%
Shares146
Event2026-03-31
Filed2026-04-10
RWL
INVESCO EXCH TRADED FD TR II
13.42%
Shares431
Event2026-03-31
Filed2026-04-10
ECL
ECOLAB INC
0.00%
Shares186
Event2026-03-31
Filed2026-04-10
REGN
REGENERON PHARMACEUTICALS
14.29%
Shares64
Event2026-03-31
Filed2026-04-10
VOT
VANGUARD INDEX FDS
12.35%
Shares191
Event2026-03-31
Filed2026-04-10
APD
AIR PRODUCTS AND CHEMICALS I
57.94%
Shares169
Event2026-03-31
Filed2026-04-10
IXUS
ISHARES TR
0.00%
Shares568
Event2026-03-31
Filed2026-04-10
PANW
PALO ALTO NETWORKS INC
8.51%
Shares306
Event2026-03-31
Filed2026-04-10
CMG
CHIPOTLE MEXICAN GRILL INC
-6.93%
Shares1.5K
Event2026-03-31
Filed2026-04-10
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
32.86%
Shares372
Event2026-03-31
Filed2026-04-10
TQQQ
PROSHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-10
NSC
NORFOLK SOUTHN CORP
1.83%
Shares167
Event2026-03-31
Filed2026-04-10
UBER
UBER TECHNOLOGIES INC
-3.65%
Shares660
Event2026-03-31
Filed2026-04-10
VTWO
VANGUARD SCOTTSDALE FDS
0.00%
Shares457
Event2026-03-31
Filed2026-04-10
INTC
INTEL CORP
26.31%
Shares1.0K
Event2026-03-31
Filed2026-04-10
MS
MORGAN STANLEY
3.76%
Shares276
Event2026-03-31
Filed2026-04-10
DLR
DIGITAL RLTY TR INC
0.00%
Shares251
Event2026-03-31
Filed2026-04-10
IJS
ISHARES TR
0.00%
Shares380
Event2026-03-31
Filed2026-04-10
CSM
PROSHARES TR
New
Shares597
Event2026-03-31
Filed2026-04-10
SCHC
SCHWAB STRATEGIC TR
27.10%
Shares952
Event2026-03-31
Filed2026-04-10
ASH
ASHLAND INC
0.00%
Shares791
Event2026-03-31
Filed2026-04-10
VPL
VANGUARD INTL EQUITY INDEX F
1116.22%
Shares450
Event2026-03-31
Filed2026-04-10
MET
METLIFE INC
8.25%
Shares617
Event2026-03-31
Filed2026-04-10
NWN
NORTHWEST NAT HLDG CO
0.00%
Shares803
Event2026-03-31
Filed2026-04-10
ADP
AUTOMATIC DATA PROCESSING IN
65.87%
Shares209
Event2026-03-31
Filed2026-04-10
AEM
AGNICO EAGLE MINES LTD
0.00%
Shares209
Event2026-03-31
Filed2026-04-10
PNC
PNC FINL SVCS GROUP INC
-12.50%
Shares203
Event2026-03-31
Filed2026-04-10
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares215
Event2026-03-31
Filed2026-04-10
VLO
VALERO ENERGY CORP
327.50%
Shares171
Event2026-03-31
Filed2026-04-10
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.11%
Shares918
Event2026-03-31
Filed2026-04-10
ZS
ZSCALER INC
0.00%
Shares300
Event2026-03-31
Filed2026-04-10
VDE
VANGUARD WORLD FD
68.53%
Shares241
Event2026-03-31
Filed2026-04-10
MIDD
MIDDLEBY CORP
0.00%
Shares309
Event2026-03-31
Filed2026-04-10
FELG
FIDELITY COVINGTON TRUST
-74.80%
Shares1.1K
Event2026-03-31
Filed2026-04-10
TGT
TARGET CORP
76.19%
Shares333
Event2026-03-31
Filed2026-04-10
SLF
SUN LIFE FINANCIAL INC.
-11.02%
Shares638
Event2026-03-31
Filed2026-04-10
EMXC
ISHARES INC
0.00%
Shares506
Event2026-03-31
Filed2026-04-10
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-6.48%
Shares101
Event2026-03-31
Filed2026-04-10
VFH
VANGUARD WORLD FD
38.14%
Shares326
Event2026-03-31
Filed2026-04-10
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
100.00%
Shares188
Event2026-03-31
Filed2026-04-10
BKLC
BNY MELLON ETF TRUST
New
Shares313
Event2026-03-31
Filed2026-04-10
ARKW
ARK ETF TR
-14.21%
Shares320
Event2026-03-31
Filed2026-04-10
SCHP
SCHWAB STRATEGIC TR
-12.86%
Shares1.4K
Event2026-03-31
Filed2026-04-10
VEU
VANGUARD INTL EQUITY INDEX F
-21.18%
Shares495
Event2026-03-31
Filed2026-04-10
QCOM
QUALCOMM INC
-0.35%
Shares288
Event2026-03-31
Filed2026-04-10
DCO
DUCOMMUN INC DEL
0.00%
Shares302
Event2026-03-31
Filed2026-04-10
UPS
UNITED PARCEL SVCS INC
-12.47%
Shares372
Event2026-03-31
Filed2026-04-10
EXE
EXPAND ENERGY CORPORATION
12.12%
Shares333
Event2026-03-31
Filed2026-04-10
XOP
SPDR SERIES TRUST
0.00%
Shares200
Event2026-03-31
Filed2026-04-10
INTU
INTUIT
-9.78%
Shares83
Event2026-03-31
Filed2026-04-10
AMP
AMERIPRISE FINL INC
2.53%
Shares81
Event2026-03-31
Filed2026-04-10
MCK
MCKESSON CORP
5.13%
Shares41
Event2026-03-31
Filed2026-04-10
PM
PHILIP MORRIS INTL INC
28.74%
Shares215
Event2026-03-31
Filed2026-04-10
NOC
NORTHROP GRUMMAN CORP
62.50%
Shares52
Event2026-03-31
Filed2026-04-10
EFV
ISHARES TR
8.01%
Shares472
Event2026-03-31
Filed2026-04-10
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares150
Event2026-03-31
Filed2026-04-10
SPHQ
INVESCO EXCHANGE TRADED FD T
338.68%
Shares465
Event2026-03-31
Filed2026-04-10
STM
STMICROELECTRONICS N V
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-10
GEO
GEO GROUP INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-10
MCHP
MICROCHIP TECHNOLOGY INC.
0.95%
Shares531
Event2026-03-31
Filed2026-04-10
FDLO
FIDELITY COVINGTON TRUST
0.00%
Shares529
Event2026-03-31
Filed2026-04-10
IJK
ISHARES TR
-13.74%
Shares339
Event2026-03-31
Filed2026-04-10
VRTX
VERTEX PHARMACEUTICALS INC
8.57%
Shares76
Event2026-03-31
Filed2026-04-10
USB
US BANCORP
9.76%
Shares652
Event2026-03-31
Filed2026-04-10
CMCSA
COMCAST CORP NEW
23.81%
Shares1.2K
Event2026-03-31
Filed2026-04-10
TDY
TELEDYNE TECHNOLOGIES INC
-1.79%
Shares55
Event2026-03-31
Filed2026-04-10
TRV
TRAVELERS COMPANIES INC
22.58%
Shares114
Event2026-03-31
Filed2026-04-10
VPLS
VANGUARD MALVERN FDS
New
Shares420
Event2026-03-31
Filed2026-04-10
FTCS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares350
Event2026-03-31
Filed2026-04-10
BUD
ANHEUSER BUSCH INBEV SA NV
27.82%
Shares464
Event2026-03-31
Filed2026-04-10
ADBE
ADOBE INC
-18.01%
Shares132
Event2026-03-31
Filed2026-04-10
CHDN
CHURCHILL DOWNS INC
0.00%
Shares354
Event2026-03-31
Filed2026-04-10
TWLO
TWILIO INC
0.00%
Shares252
Event2026-03-31
Filed2026-04-10
TMO
THERMO FISHER SCIENTIFIC INC
14.29%
Shares64
Event2026-03-31
Filed2026-04-10
SYK
STRYKER CORPORATION
71.43%
Shares96
Event2026-03-31
Filed2026-04-10
XMMO
INVESCO EXCHANGE TRADED FD T
264.41%
Shares215
Event2026-03-31
Filed2026-04-10
SCHW
SCHWAB CHARLES CORP
-8.86%
Shares329
Event2026-03-31
Filed2026-04-10
IYM
ISHARES TR
0.00%
Shares176
Event2026-03-31
Filed2026-04-10
USMV
ISHARES TR
0.00%
Shares333
Event2026-03-31
Filed2026-04-10
BKIE
BNY MELLON ETF TRUST
New
Shares329
Event2026-03-31
Filed2026-04-10
MDB
MONGODB INC
0.00%
Shares125
Event2026-03-31
Filed2026-04-10
MMM
3M CO
2.45%
Shares209
Event2026-03-31
Filed2026-04-10
WK
WORKIVA INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-10
ARM
ARM HOLDINGS PLC
0.00%
Shares194
Event2026-03-31
Filed2026-04-10
LH
LABCORP HOLDINGS INC
0.93%
Shares109
Event2026-03-31
Filed2026-04-10
OAKTREE SPECIALTY LENDING
OAKTREE SPECIALTY LENDING
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-10
XEL
XCEL ENERGY INC
0.00%
Shares361
Event2026-03-31
Filed2026-04-10
KEY
KEYCORP
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-10
MEDTRONIC PLC
MEDTRONIC PLC
-3.28%
Shares324
Event2026-03-31
Filed2026-04-10
GNRC
GENERAC HLDGS INC
0.00%
Shares143
Event2026-03-31
Filed2026-04-10
ABAT
AMERICAN BATTERY TECHNOLOGY
-20.95%
Shares10.0K
Event2026-03-31
Filed2026-04-10
GILD
GILEAD SCIENCES INC
11.24%
Shares198
Event2026-03-31
Filed2026-04-10
OMFL
INVESCO EXCH TRD SLF IDX FD
43.85%
Shares456
Event2026-03-31
Filed2026-04-10
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
New
Shares1.0K
Event2026-03-31
Filed2026-04-10
OTIS
OTIS WORLDWIDE CORP
14.61%
Shares353
Event2026-03-31
Filed2026-04-10
SMLF
ISHARES TR
0.28%
Shares356
Event2026-03-31
Filed2026-04-10
CL
COLGATE PALMOLIVE CO
73.18%
Shares310
Event2026-03-31
Filed2026-04-10
SCHV
SCHWAB STRATEGIC TR
0.00%
Shares864
Event2026-03-31
Filed2026-04-10
NEM
NEWMONT CORP
10.65%
Shares239
Event2026-03-31
Filed2026-04-10
COF
CAPITAL ONE FINL CORP
29.36%
Shares141
Event2026-03-31
Filed2026-04-10
PH
PARKER-HANNIFIN CORP
16.00%
Shares29
Event2026-03-31
Filed2026-04-10
SR
SPIRE INC
0.00%
Shares281
Event2026-03-31
Filed2026-04-10
PYPL
PAYPAL HLDGS INC
20.13%
Shares555
Event2026-03-31
Filed2026-04-10
VNLA
JANUS DETROIT STR TR
New
Shares508
Event2026-03-31
Filed2026-04-10
NOW
SERVICENOW INC
-30.50%
Shares237
Event2026-03-31
Filed2026-04-10
FDV
FEDERATED HERMES ETF TRUST
New
Shares802
Event2026-03-31
Filed2026-04-10
NUE
NUCOR CORP
386.67%
Shares146
Event2026-03-31
Filed2026-04-10
JEPI
J P MORGAN EXCHANGE TRADED F
6.60%
Shares436
Event2026-03-31
Filed2026-04-10
BARRICK MNG CORP
BARRICK MNG CORP
70.82%
Shares603
Event2026-03-31
Filed2026-04-10
EMR
EMERSON ELEC CO
32.14%
Shares185
Event2026-03-31
Filed2026-04-10
SPGI
S&P GLOBAL INC
-6.56%
Shares57
Event2026-03-31
Filed2026-04-10
RIVN
RIVIAN AUTOMOTIVE INC
-65.45%
Shares1.6K
Event2026-03-31
Filed2026-04-10
DFIV
DIMENSIONAL ETF TRUST
0.22%
Shares455
Event2026-03-31
Filed2026-04-10
VSMV
VICTORY PORTFOLIOS II
New
Shares424
Event2026-03-31
Filed2026-04-10
BABA
ALIBABA GROUP HLDG LTD
122.09%
Shares191
Event2026-03-31
Filed2026-04-10
D
DOMINION ENERGY INC
77.52%
Shares387
Event2026-03-31
Filed2026-04-10
SPG
SIMON PPTY GROUP INC NEW
4.92%
Shares128
Event2026-03-31
Filed2026-04-10
VLUE
ISHARES TR
0.00%
Shares167
Event2026-03-31
Filed2026-04-10
PLD
PROLOGIS INC.
1.70%
Shares179
Event2026-03-31
Filed2026-04-10
IWO
ISHARES TR
0.00%
Shares75
Event2026-03-31
Filed2026-04-10
IVE
ISHARES TR
-35.63%
Shares112
Event2026-03-31
Filed2026-04-10
JAVA
J P MORGAN EXCHANGE TRADED F
New
Shares328
Event2026-03-31
Filed2026-04-10
INDA
ISHARES TR
0.00%
Shares500
Event2026-03-31
Filed2026-04-10
ARGX
ARGENX SE
-3.03%
Shares32
Event2026-03-31
Filed2026-04-10
AOA
ISHARES TR
New
Shares262
Event2026-03-31
Filed2026-04-10
SPTM
SPDR SERIES TRUST
7.38%
Shares291
Event2026-03-31
Filed2026-04-10
IVLU
ISHARES TR
0.00%
Shares578
Event2026-03-31
Filed2026-04-10
SHEL
SHELL PLC
-12.81%
Shares245
Event2026-03-31
Filed2026-04-10
FDX
FEDEX CORP
12.28%
Shares64
Event2026-03-31
Filed2026-04-10
DE
DEERE & CO
-16.67%
Shares40
Event2026-03-31
Filed2026-04-10
DAL
DELTA AIR LINES INC
9.12%
Shares335
Event2026-03-31
Filed2026-04-10
MO
ALTRIA GROUP INC
8.33%
Shares338
Event2026-03-31
Filed2026-04-10
SCHH
SCHWAB STRATEGIC TR
5.08%
Shares1.0K
Event2026-03-31
Filed2026-04-10
SDY
SPDR SERIES TRUST
0.00%
Shares151
Event2026-03-31
Filed2026-04-10
AOR
ISHARES TR
New
Shares342
Event2026-03-31
Filed2026-04-10
IXN
ISHARES TR
0.00%
Shares219
Event2026-03-31
Filed2026-04-10
FAST
FASTENAL CO
0.00%
Shares470
Event2026-03-31
Filed2026-04-10
VFMF
VANGUARD WELLINGTON FD
New
Shares141
Event2026-03-31
Filed2026-04-10
SNX
TD SYNNEX CORPORATION
0.00%
Shares128
Event2026-03-31
Filed2026-04-10
WELL
WELLTOWER INC
6.86%
Shares109
Event2026-03-31
Filed2026-04-10
XCEM
COLUMBIA ETF TR II
0.00%
Shares525
Event2026-03-31
Filed2026-04-10
CGGR
CAPITAL GROUP GROWTH ETF
New
Shares532
Event2026-03-31
Filed2026-04-10
TCAF
T ROWE PRICE ETF INC
New
Shares596
Event2026-03-31
Filed2026-04-10
BE
BLOOM ENERGY CORP
10.64%
Shares156
Event2026-03-31
Filed2026-04-10
PGR
PROGRESSIVE CORP
2.91%
Shares106
Event2026-03-31
Filed2026-04-10
JGRO
J P MORGAN EXCHANGE TRADED F
New
Shares249
Event2026-03-31
Filed2026-04-10
FCX
FREEPORT MCMORAN INC
21.92%
Shares356
Event2026-03-31
Filed2026-04-10
YUM
YUM BRANDS INC
-4.29%
Shares134
Event2026-03-31
Filed2026-04-10
ATLASSIAN CORPORATION
ATLASSIAN CORPORATION
-0.33%
Shares305
Event2026-03-31
Filed2026-04-10
FIW
FIRST TR EXCHANGE-TRADED FD
0.50%
Shares202
Event2026-03-31
Filed2026-04-10
OSIS
OSI SYSTEMS INC
0.00%
Shares78
Event2026-03-31
Filed2026-04-10
MAR
MARRIOTT INTL INC NEW
10.53%
Shares63
Event2026-03-31
Filed2026-04-10
WDC
WESTERN DIGITAL CORP
-12.64%
Shares76
Event2026-03-31
Filed2026-04-10
BLACKROCK INC
BLACKROCK INC
-70.83%
Shares21
Event2026-03-31
Filed2026-04-10
DYNF
BLACKROCK ETF TRUST
0.00%
Shares351
Event2026-03-31
Filed2026-04-10
HAL
HALLIBURTON CO
492.05%
Shares521
Event2026-03-31
Filed2026-04-10
GM
GENERAL MTRS CO
28.57%
Shares270
Event2026-03-31
Filed2026-04-10
LCII
LCI INDS
0.00%
Shares163
Event2026-03-31
Filed2026-04-10
VCSH
VANGUARD SCOTTSDALE FDS
New
Shares250
Event2026-03-31
Filed2026-04-10
IEO
ISHARES TR
0.00%
Shares158
Event2026-03-31
Filed2026-04-10
DGRO
ISHARES TR
-21.01%
Shares282
Event2026-03-31
Filed2026-04-10
CVS
CVS HEALTH CORP
-1.43%
Shares275
Event2026-03-31
Filed2026-04-10
HLT
HILTON WORLDWIDE HLDGS INC
72.97%
Shares64
Event2026-03-31
Filed2026-04-10
BDJ
BLACKROCK ENHANCED EQUITY DI
New
Shares2.3K
Event2026-03-31
Filed2026-04-10
IWN
ISHARES TR
0.00%
Shares103
Event2026-03-31
Filed2026-04-10
ELV
ELEVANCE HEALTH INC FORMERLY
-1.49%
Shares66
Event2026-03-31
Filed2026-04-10
DGX
QUEST DIAGNOSTICS INC
-1.02%
Shares97
Event2026-03-31
Filed2026-04-10
VMC
VULCAN MATLS CO
22.81%
Shares70
Event2026-03-31
Filed2026-04-10
KEYS
KEYSIGHT TECHNOLOGIES INC
-25.56%
Shares67
Event2026-03-31
Filed2026-04-10
SIRIUSXM HOLDINGS INC
SIRIUSXM HOLDINGS INC
0.00%
Shares810
Event2026-03-31
Filed2026-04-10
JIRE
J P MORGAN EXCHANGE TRADED F
New
Shares246
Event2026-03-31
Filed2026-04-10
CSX
CSX CORP
-1.31%
Shares452
Event2026-03-31
Filed2026-04-10
XLV
SELECT SECTOR SPDR TR
800.00%
Shares126
Event2026-03-31
Filed2026-04-10
COWZ
PACER FDS TR
0.00%
Shares295
Event2026-03-31
Filed2026-04-10
LDOS
LEIDOS HOLDINGS INC
-0.84%
Shares118
Event2026-03-31
Filed2026-04-10
CCL
CARNIVAL CORP
8.92%
Shares708
Event2026-03-31
Filed2026-04-10
IBTA
IBOTTA INC
0.00%
Shares604
Event2026-03-31
Filed2026-04-10
STZ
CONSTELLATION BRANDS INC
3.48%
Shares119
Event2026-03-31
Filed2026-04-10
JCI
JOHNSON CONTROLS INTERNATION
-8.11%
Shares136
Event2026-03-31
Filed2026-04-10
EPD
ENTERPRISE PRODS PARTNERS L
-29.09%
Shares468
Event2026-03-31
Filed2026-04-10
PHO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares264
Event2026-03-31
Filed2026-04-10
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-49.71%
Shares87
Event2026-03-31
Filed2026-04-10
KMI
KINDER MORGAN INC DEL
36.46%
Shares509
Event2026-03-31
Filed2026-04-10
DHR
DANAHER CORP DEL
-56.59%
Shares89
Event2026-03-31
Filed2026-04-10
UCB
UNITED CMNTY BKS BLAIRSVLE G
12.63%
Shares535
Event2026-03-31
Filed2026-04-10
LUV
SOUTHWEST AIRLS CO
21.08%
Shares448
Event2026-03-31
Filed2026-04-10
AMT
AMERICAN TOWER CORP
106.38%
Shares97
Event2026-03-31
Filed2026-04-10
SHW
SHERWIN WILLIAMS CO
10.64%
Shares52
Event2026-03-31
Filed2026-04-10
VIOO
VANGUARD ADMIRAL FDS INC
184.31%
Shares145
Event2026-03-31
Filed2026-04-10
FBCG
FIDELITY COVINGTON TRUST
0.00%
Shares329
Event2026-03-31
Filed2026-04-10
GSK PLC
GSK PLC
-8.64%
Shares296
Event2026-03-31
Filed2026-04-10
CEG
CONSTELLATION ENERGY CORP
16.00%
Shares58
Event2026-03-31
Filed2026-04-10
RCL
ROYAL CARIBBEAN GROUP
9.43%
Shares58
Event2026-03-31
Filed2026-04-10
ICE
INTERCONTINENTAL EXCHANGE IN
-6.42%
Shares102
Event2026-03-31
Filed2026-04-10
XLI
SELECT SECTOR SPDR TR
0.00%
Shares99
Event2026-03-31
Filed2026-04-10
BCS
BARCLAYS PLC
-10.11%
Shares756
Event2026-03-31
Filed2026-04-10
NVS
NOVARTIS AG
-11.97%
Shares103
Event2026-03-31
Filed2026-04-10
AVUV
AMERICAN CENTY ETF TR
0.00%
Shares141
Event2026-03-31
Filed2026-04-10
XLK
SELECT SECTOR SPDR TR
New
Shares117
Event2026-03-31
Filed2026-04-10
CBRE
CBRE GROUP INC
26.67%
Shares114
Event2026-03-31
Filed2026-04-10
LHX
L3HARRIS TECHNOLOGIES INC
114.29%
Shares45
Event2026-03-31
Filed2026-04-10
STPZ
PIMCO ETF TR
New
Shares284
Event2026-03-31
Filed2026-04-10
RIO
RIO TINTO PLC
0.00%
Shares164
Event2026-03-31
Filed2026-04-10
JMEE
J P MORGAN EXCHANGE TRADED F
New
Shares229
Event2026-03-31
Filed2026-04-10
XLF
SELECT SECTOR SPDR TR
586.67%
Shares309
Event2026-03-31
Filed2026-04-10
FEOE
RBB FUND TRUST
New
Shares301
Event2026-03-31
Filed2026-04-10
PSX
PHILLIPS 66
5.06%
Shares83
Event2026-03-31
Filed2026-04-10
NKE
NIKE INC
50.79%
Shares285
Event2026-03-31
Filed2026-04-10
VSDA
VICTORY PORTFOLIOS II
New
Shares276
Event2026-03-31
Filed2026-04-10
IWS
ISHARES TR
0.00%
Shares102
Event2026-03-31
Filed2026-04-10
VGIT
VANGUARD SCOTTSDALE FDS
10.18%
Shares249
Event2026-03-31
Filed2026-04-10
NACP
TIDAL TRUST III
0.00%
Shares306
Event2026-03-31
Filed2026-04-10
XLG
INVESCO EXCHANGE TRADED FD T
-3.56%
Shares271
Event2026-03-31
Filed2026-04-10
THE CIGNA GROUP
THE CIGNA GROUP
103.70%
Shares55
Event2026-03-31
Filed2026-04-10
MGK
VANGUARD WORLD FD
0.00%
Shares40
Event2026-03-31
Filed2026-04-10
CELESTICA INC
CELESTICA INC
0.00%
Shares52
Event2026-03-31
Filed2026-04-10
BDX
BECTON DICKINSON & CO
14.81%
Shares93
Event2026-03-31
Filed2026-04-10
IHE
ISHARES TR
0.00%
Shares168
Event2026-03-31
Filed2026-04-10
RGLD
ROYAL GOLD INC
5600.00%
Shares57
Event2026-03-31
Filed2026-04-10
SDCI
USCF ETF TR
New
Shares530
Event2026-03-31
Filed2026-04-10
ING
ING GROEP N.V.
0.00%
Shares553
Event2026-03-31
Filed2026-04-10
DLTR
DOLLAR TREE INC
-0.76%
Shares130
Event2026-03-31
Filed2026-04-10
SOXX
ISHARES TR
-38.57%
Shares43
Event2026-03-31
Filed2026-04-10
CTAS
CINTAS CORP
9.21%
Shares83
Event2026-03-31
Filed2026-04-10
SNPS
SYNOPSYS INC
16.67%
Shares35
Event2026-03-31
Filed2026-04-10
WBD
WARNER BROS DISCOVERY INC
736.07%
Shares510
Event2026-03-31
Filed2026-04-10
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares126
Event2026-03-31
Filed2026-04-10
PWR
QUANTA SVCS INC
56.25%
Shares25
Event2026-03-31
Filed2026-04-10
BLACKSTONE INC
BLACKSTONE INC
-10.53%
Shares119
Event2026-03-31
Filed2026-04-10
SPYV
SPDR SERIES TRUST
37.36%
Shares239
Event2026-03-31
Filed2026-04-10
RMBS
RAMBUS INC DEL
0.00%
Shares155
Event2026-03-31
Filed2026-04-10
ENB
ENBRIDGE INC
68.03%
Shares247
Event2026-03-31
Filed2026-04-10
MMC
MARSH & MCLENNAN COS INC
10.00%
Shares77
Event2026-03-31
Filed2026-04-10
ROST
ROSS STORES INC
12.96%
Shares61
Event2026-03-31
Filed2026-04-10
PNR
PENTAIR PLC
16.03%
Shares152
Event2026-03-31
Filed2026-04-10
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.36%
Shares277
Event2026-03-31
Filed2026-04-10
MOG.A
MOOG INC
-4.26%
Shares45
Event2026-03-31
Filed2026-04-10
WSM
WILLIAMS SONOMA INC
7.46%
Shares72
Event2026-03-31
Filed2026-04-10
CME
CME GROUP INC
10.00%
Shares44
Event2026-03-31
Filed2026-04-10
VRT
VERTIV HOLDINGS CO
-49.02%
Shares52
Event2026-03-31
Filed2026-04-10
MDLZ
MONDELEZ INTL INC
0.00%
Shares225
Event2026-03-31
Filed2026-04-10
MCO
MOODYS CORP
15.38%
Shares30
Event2026-03-31
Filed2026-04-10
SCHI
SCHWAB STRATEGIC TR
New
Shares567
Event2026-03-31
Filed2026-04-10
CMI
CUMMINS INC
-22.58%
Shares24
Event2026-03-31
Filed2026-04-10
URI
UNITED RENTALS INC
38.46%
Shares18
Event2026-03-31
Filed2026-04-10
WOMN
TIDAL TRUST III
0.00%
Shares324
Event2026-03-31
Filed2026-04-10
ESGD
ISHARES TR
0.00%
Shares133
Event2026-03-31
Filed2026-04-10
ARKQ
ARK ETF TR
-39.78%
Shares112
Event2026-03-31
Filed2026-04-10
SPOT
SPOTIFY TECHNOLOGY S A
-13.33%
Shares26
Event2026-03-31
Filed2026-04-10
IWP
ISHARES TR
-30.99%
Shares98
Event2026-03-31
Filed2026-04-10
CACI
CACI INTL INC
0.00%
Shares23
Event2026-03-31
Filed2026-04-10
FSTA
FIDELITY COVINGTON TRUST
0.00%
Shares238
Event2026-03-31
Filed2026-04-10
O
REALTY INCOME CORP
57.81%
Shares202
Event2026-03-31
Filed2026-04-10
KVUE
KENVUE INC
4.53%
Shares716
Event2026-03-31
Filed2026-04-10
MOAT
VANECK ETF TRUST
New
Shares125
Event2026-03-31
Filed2026-04-10

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available