Sponsored

The Analysis of Abundance Wealth Counselors's Holdings & P&L

Currently, Abundance Wealth Counselors holds 243 types of securities in its portfolio with a total value $697.0M. In the most recent quarter, they have increased their positions in PCT (+6.7M shares, valued at $34.9M), IVV (+25.5K shares, valued at $16.7M), TBG (+97.8K shares, valued at $3.4M); decreased their positions in N/A (-50.8K shares, valued at $2.0M), GILD (-14.0K shares, valued at $1.9M), JNJ (-7.2K shares, valued at $1.8M); initiated new positions in RYN (+55.8K shares, valued at $1.1M), COLD (+92.4K shares, valued at $1.1M), MAA (+8.5K shares, valued at $1.0M).

1M P&L

+65.2M+9.15%

3M P&L

+67.1M+9.43%

HY P&L

+104.4M+15.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A387.0M

59.3%

2Pollution & Treatment Controls44.3M

6.8%

3Drug Manufacturers - General19.7M

3.0%

Top Industries by Stock Count

1N/A39 stocks

17.9%

2Drug Manufacturers - General8 stocks

3.7%

3Software - Application8 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR216.6K shares13.35%2026-03-312026-04-23

PCT PURECYCLE TECHNOLOGIES INC8.5M shares370.67%2026-03-312026-04-23

BCI ABRDN ETFS1.6M shares6.47%2026-03-312026-04-23

BAI BLACKROCK ETF TRUST1.1M shares1.23%2026-03-312026-04-23

ACWX ISHARES TR512.4K shares-0.83%2026-03-312026-04-23

TBG EA SERIES TRUST920.9K shares11.89%2026-03-312026-04-23

IEFA ISHARES TR259.2K shares3.70%2026-03-312026-04-23

AAPL APPLE INC61.9K shares17.61%2026-03-312026-04-23

Sponsored

NVDA NVIDIA CORPORATION87.8K shares8.06%2026-03-312026-04-23

SUB ISHARES TR123.9K shares5.44%2026-03-312026-04-23

ISTB ISHARES TR246.3K shares4.66%2026-03-312026-04-23

IQLT ISHARES TR219.4K shares2.97%2026-03-312026-04-23

ALPHABET INC ALPHABET INC33.1K shares10.83%2026-03-312026-04-23

MSFT MICROSOFT CORP25.1K shares16.37%2026-03-312026-04-23

META META PLATFORMS INC14.5K shares-11.54%2026-03-312026-04-23

VTI VANGUARD INDEX FDS22.9K shares32.37%2026-03-312026-04-23

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.2K shares4.34%2026-03-312026-04-23

AMZN AMAZON COM INC29.7K shares17.87%2026-03-312026-04-23

IJH ISHARES TR90.1K shares17.84%2026-03-312026-04-23

BROADCOM INC BROADCOM INC16.8K shares20.79%2026-03-312026-04-23

IWM ISHARES TR17.8K shares16.36%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO14.2K shares8.09%2026-03-312026-04-23

FDLO FIDELITY COVINGTON TRUST62.7K shares-1.35%2026-03-312026-04-23

IJR ISHARES TR32.4K shares18.47%2026-03-312026-04-23

Sponsored

MCK MCKESSON CORP4.0K shares7.38%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC67.8K shares-2.18%2026-03-312026-04-23

IXUS ISHARES TR39.1K shares-1.22%2026-03-312026-04-23

ABBV ABBVIE INC15.5K shares-1.71%2026-03-312026-04-23

CVX CHEVRON CORPORATION16.3K shares1.73%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON12.8K shares-36.14%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO51.2K shares33.34%2026-03-312026-04-23

INNVENTURE INC INNVENTURE INC782.9K shares0.09%2026-03-312026-04-23

Sponsored

EXC EXELON CORP61.3K shares-0.36%2026-03-312026-04-23

NFLX NETFLIX INC.30.4K shares3.48%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP13.4K shares9.95%2026-03-312026-04-23

V VISA INC9.2K shares9.19%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO10.8K shares9.35%2026-03-312026-04-23

AMGN AMGEN INC7.6K shares2.77%2026-03-312026-04-23

HST HOST HOTELS & RESORTS INC139.8K shares3.33%2026-03-312026-04-23

NVS NOVARTIS AG16.8K shares-0.77%2026-03-312026-04-23

Sponsored

TSLA TESLA INC6.7K shares28.63%2026-03-312026-04-23

TOTALENERGIES SE TOTALENERGIES SE27.1K shares-4.38%2026-03-312026-04-23

CSCO CISCO SYS INC31.1K shares3.90%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T3.6K shares35.31%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW6.9K shares-0.10%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION2.1K shares22.88%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS8.8K shares3.51%2026-03-312026-04-23

DE DEERE & CO3.7K shares-0.51%2026-03-312026-04-23

Sponsored

MA MASTERCARD INCORPORATED4.1K shares113.34%2026-03-312026-04-23

LLY ELI LILLY & CO2.2K shares20.55%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.2K shares24.35%2026-03-312026-04-23

PWR QUANTA SVCS INC3.6K shares-0.55%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO6.3K shares17.18%2026-03-312026-04-23

PRU PRUDENTIAL FINL INC19.4K shares-1.24%2026-03-312026-04-23

F FORD MTR CO159.2K shares-2.02%2026-03-312026-04-23

GSK PLC GSK PLC33.1K shares-4.43%2026-03-312026-04-23

Sponsored

ORCL ORACLE CORP11.9K shares4.77%2026-03-312026-04-23

HPE HEWLETT PACKARD ENTERPRISE C72.0K shares2.84%2026-03-312026-04-23

LOW LOWES COS INC7.2K shares1.42%2026-03-312026-04-23

PG PROCTER & GAMBLE CO11.8K shares13.70%2026-03-312026-04-23

DAL DELTA AIR LINES INC25.0K shares23.49%2026-03-312026-04-23

LYB LYONDELLBASELL INDUSTRIES NV20.5K shares32.96%2026-03-312026-04-23

NUE NUCOR CORP9.6K shares5.26%2026-03-312026-04-23

ARE ALEXANDRIA REAL ESTATE EQ IN35.0K shares64.60%2026-03-312026-04-23

Sponsored

HASI HA SUSTAINABLE INFRA CAP INC43.5K shares-1.10%2026-03-312026-04-23

GILD GILEAD SCIENCES INC11.4K shares-54.97%2026-03-312026-04-23

ENB ENBRIDGE INC29.2K shares-1.93%2026-03-312026-04-23

CWEN CLEARWAY ENERGY INC40.0K shares2.90%2026-03-312026-04-23

ING ING GROEP N.V.60.0K shares-3.88%2026-03-312026-04-23

ROP ROPER TECHNOLOGIES INC4.2K shares36.77%2026-03-312026-04-23

BP BP PLC31.2K shares-3.41%2026-03-312026-04-23

FBTC FIDELITY WISE ORIGIN BITCOIN24.9K shares-10.02%2026-03-312026-04-23

Sponsored

WAB WABTEC5.7K shares17.74%2026-03-312026-04-23

PSX PHILLIPS 667.8K shares37.24%2026-03-312026-04-23

AMP AMERIPRISE FINL INC3.2K shares22.98%2026-03-312026-04-23

ET ENERGY TRANSFER L P71.8K shares32.29%2026-03-312026-04-23

O REALTY INCOME CORP22.6K shares-2.99%2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW52.6K shares-2.09%2026-03-312026-04-23

D DOMINION ENERGY INC22.1K shares43.03%2026-03-312026-04-23

UNILEVER PLC UNILEVER PLC23.9K shares-2.26%2026-03-312026-04-23

Sponsored

GBDC GOLUB CAP BDC INC106.0K shares7.30%2026-03-312026-04-23

KHC KRAFT HEINZ CO57.3K shares-0.91%2026-03-312026-04-23

HUBBELL INC HUBBELL INC2.6K shares0.35%2026-03-312026-04-23

LKQ LKQ CORP42.6K shares77.08%2026-03-312026-04-23

HP INC HP INC64.8K shares54.04%2026-03-312026-04-23

UGI UGI CORP NEW33.4K shares-3.43%2026-03-312026-04-23

PFE PFIZER INC43.3K shares7.72%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC11.9K shares17.67%2026-03-312026-04-23

Sponsored

BAC BANK AMERICA CORP23.9K shares14.37%2026-03-312026-04-23

QUAL ISHARES TR6.0K shares0.00%2026-03-312026-04-23

RYN RAYONIER INC55.8K sharesnew addition2026-03-312026-04-23

MAS MASCO CORP18.8K shares3.11%2026-03-312026-04-23

TGT TARGET CORP9.2K shares32.14%2026-03-312026-04-23

GNRC GENERAC HLDGS INC5.7K shares2.86%2026-03-312026-04-23

AGG ISHARES TR11.2K shares1.08%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC9.2K shares293.23%2026-03-312026-04-23

Sponsored

FETH FIDELITY ETHEREUM FD52.1K shares-5.78%2026-03-312026-04-23

COLD AMERICOLD REALTY TRUST INC92.4K sharesnew addition2026-03-312026-04-23

KVUE KENVUE INC61.3K shares-2.61%2026-03-312026-04-23

DHIL DIAMOND HILL INVT GROUP INC6.1K shares-8.79%2026-03-312026-04-23

QCOM QUALCOMM INC8.1K shares9.10%2026-03-312026-04-23

BEN FRANKLIN RESOURCES INC43.9K shares37.66%2026-03-312026-04-23

MAA MID-AMER APT CMNTYS INC8.5K sharesnew addition2026-03-312026-04-23

DIS DISNEY WALT CO10.5K shares10.24%2026-03-312026-04-23

Sponsored

PNR PENTAIR PLC11.5K shares42.80%2026-03-312026-04-23

CROWN CASTLE INC CROWN CASTLE INC12.2K shares-6.26%2026-03-312026-04-23

MTD METTLER TOLEDO INTERNATIONAL784 shares3.84%2026-03-312026-04-23

ADBE ADOBE INC3.9K shares66.33%2026-03-312026-04-23

IWB ISHARES TR2.6K shares162.86%2026-03-312026-04-23

ALPHABET INC ALPHABET INC3.2K shares-0.65%2026-03-312026-04-23

HTGC HERCULES CAPITAL INC62.1K shares0.87%2026-03-312026-04-23

ALCO ALICO INC21.9K shares12.61%2026-03-312026-04-23

Sponsored

UNH UNITEDHEALTH GROUP INC3.3K shares24.77%2026-03-312026-04-23

MOS MOSAIC CO35.0K shares64.13%2026-03-312026-04-23

WMT WALMART INC7.1K sharesnew addition2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.48%2026-03-312026-04-23

FIX COMFORT SYS USA INC632 sharesnew addition2026-03-312026-04-23

INTC INTEL CORP19.2K shares123.82%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares0.37%2026-03-312026-04-23

XIFR XPLR INFRASTRUCTURE LP77.5K shares-2.31%2026-03-312026-04-23

Sponsored

ASML ASML HLDG NV615 shares-8.62%2026-03-312026-04-23

PCG PG&E CORP44.1K sharesnew addition2026-03-312026-04-23

SJM SMUCKER J M CO7.7K shares0.77%2026-03-312026-04-23

CB CHUBB LTD SWITZ2.3K sharesnew addition2026-03-312026-04-23

EIX EDISON INTL10.0K sharesnew addition2026-03-312026-04-23

EASTERLY GOVT PPTYS INC EASTERLY GOVT PPTYS INC31.3K shares-3.52%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE2.4K sharesnew addition2026-03-312026-04-23

FI FISERV INC11.7K shares19.51%2026-03-312026-04-23

Sponsored

MU MICRON TECHNOLOGY INC1.9K shares5.67%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN3.1K shares18.38%2026-03-312026-04-23

FDX FEDEX CORP1.7K sharesnew addition2026-03-312026-04-23

XOM EXXON MOBIL CORP3.6K shares69.12%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC2.9K shares129.68%2026-03-312026-04-23

SPYM SPDR SERIES TRUST7.8K shares0.03%2026-03-312026-04-23

FTI TECHNIPFMC PLC8.5K sharesnew addition2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST14.2K sharesnew addition2026-03-312026-04-23

Sponsored

TM TOYOTA MOTOR CORP2.6K shares8.15%2026-03-312026-04-23

BA BOEING CO2.7K shares59.80%2026-03-312026-04-23

BDN BRANDYWINE RLTY TR196.4K shares65.49%2026-03-312026-04-23

ABNB AIRBNB INC4.1K sharesnew addition2026-03-312026-04-23

DES WISDOMTREE TR14.5K shares-0.47%2026-03-312026-04-23

GEV GE VERNOVA INC596 sharesnew addition2026-03-312026-04-23

GM GENERAL MTRS CO6.8K sharesnew addition2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS649 sharesnew addition2026-03-312026-04-23

Sponsored

AWF ALLIANCEBERNSTEIN GLOBAL HIG48.9K shares7.82%2026-03-312026-04-23

WDC WESTERN DIGITAL CORP1.8K sharesnew addition2026-03-312026-04-23

HDV ISHARES TR3.6K shares-6.61%2026-03-312026-04-23

CNC CENTENE CORP DEL14.9K sharesnew addition2026-03-312026-04-23

TMDX TRANSMEDICS GROUP INC4.9K shares-20.63%2026-03-312026-04-23

PEP PEPSICO INC3.0K sharesnew addition2026-03-312026-04-23

APH AMPHENOL CORP3.6K sharesnew addition2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP3.8K shares28.15%2026-03-312026-04-23

Sponsored

SNDK SANDISK CORP691 sharesnew addition2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC3.4K sharesnew addition2026-03-312026-04-23

JBHT HUNT J B TRANS SVCS INC1.9K sharesnew addition2026-03-312026-04-23

NOW SERVICENOW INC3.9K sharesnew addition2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC913 shares37.71%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC1.1K sharesnew addition2026-03-312026-04-23

FCX FREEPORT MCMORAN INC6.6K sharesnew addition2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC2.6K sharesnew addition2026-03-312026-04-23

Sponsored

ZM ZOOM COMMUNICATIONS INC4.6K sharesnew addition2026-03-312026-04-23

NEM NEWMONT CORP3.4K sharesnew addition2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST10.7K sharesnew addition2026-03-312026-04-23

AMAT APPLIED MATLS INC1.0K shares25.18%2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC2.0K sharesnew addition2026-03-312026-04-23

CAT CATERPILLAR INC499 sharesnew addition2026-03-312026-04-23

XBI SPDR SERIES TRUST2.8K sharesnew addition2026-03-312026-04-23

TYG TORTOISE ENERGY INFRSTRCTR C7.0K shares-0.96%2026-03-312026-04-23

Sponsored

GLD SPDR GOLD TR795 shares44.02%2026-03-312026-04-23

SPGI S&P GLOBAL INC780 sharesnew addition2026-03-312026-04-23

GLW CORNING INC2.4K sharesnew addition2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP538 sharesnew addition2026-03-312026-04-23

TPR TAPESTRY INC2.3K sharesnew addition2026-03-312026-04-23

FTNT FORTINET INC4.0K sharesnew addition2026-03-312026-04-23

DHR DANAHER CORP DEL1.7K sharesnew addition2026-03-312026-04-23

CME CME GROUP INC1.1K sharesnew addition2026-03-312026-04-23

Sponsored

BLACKROCK INC BLACKROCK INC328 sharesnew addition2026-03-312026-04-23

AIQ GLOBAL X FDS6.8K shares0.00%2026-03-312026-04-23

INCY INCYTE CORP3.3K sharesnew addition2026-03-312026-04-23

NTRA NATERA INC1.5K sharesnew addition2026-03-312026-04-23

DG DOLLAR GEN CORP2.5K sharesnew addition2026-03-312026-04-23

VRSN VERISIGN INC1.2K sharesnew addition2026-03-312026-04-23

TJX TJX COS INC NEW1.8K sharesnew addition2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC741 shares-5.24%2026-03-312026-04-23

Sponsored

NYT NEW YORK TIMES CO MTN BE3.4K sharesnew addition2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC4.0K sharesnew addition2026-03-312026-04-23

OAIM UNIFIED SER TR6.6K shares0.00%2026-03-312026-04-23

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP7.1K shares-87.77%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC1.7K sharesnew addition2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP820 sharesnew addition2026-03-312026-04-23

EXPE EXPEDIA GROUP INC1.2K sharesnew addition2026-03-312026-04-23

RIO RIO TINTO PLC2.9K shares2.56%2026-03-312026-04-23

Sponsored

BHP BHP BILLITON LIMITED3.6K sharesnew addition2026-03-312026-04-23

DOW DOW HLDGS INC6.3K sharesnew addition2026-03-312026-04-23

IWR ISHARES TR2.7K shares0.00%2026-03-312026-04-23

ILMN ILLUMINA INC2.1K sharesnew addition2026-03-312026-04-23

SNOW SNOWFLAKE INC1.7K sharesnew addition2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC1.3K shares-13.96%2026-03-312026-04-23

XLE SELECT SECTOR SPDR TR4.2K sharesnew addition2026-03-312026-04-23

DVYE ISHARES INC7.5K shares-2.35%2026-03-312026-04-23

Sponsored

EXEL EXELIXIS INC5.9K sharesnew addition2026-03-312026-04-23

NBIX NEUROCRINE BIOSCIENCES INC1.9K sharesnew addition2026-03-312026-04-23

COF CAPITAL ONE FINL CORP1.4K sharesnew addition2026-03-312026-04-23

HON HONEYWELL INTL INC1.1K sharesnew addition2026-03-312026-04-23

ESGD ISHARES TR2.6K shares0.00%2026-03-312026-04-23

MKTX MARKETAXESS HLDGS INC1.5K sharesnew addition2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC2.2K sharesnew addition2026-03-312026-04-23

BURL BURLINGTON STORES INC751 sharesnew addition2026-03-312026-04-23

Sponsored

TXT TEXTRON INC2.8K sharesnew addition2026-03-312026-04-23

IREN IREN LIMITED7.0K shares0.00%2026-03-312026-04-23

SENEA SENECA FOODS CORP NEW1.6K sharesnew addition2026-03-312026-04-23

EME EMCOR GROUP INC321 sharesnew addition2026-03-312026-04-23

BWA BORGWARNER INC4.3K sharesnew addition2026-03-312026-04-23

MEDP MEDPACE HLDGS INC484 sharesnew addition2026-03-312026-04-23

SLV ISHARES SILVER TR3.4K sharesnew addition2026-03-312026-04-23

IHG INTERCONTINENTAL HOTELS GROU1.7K shares2.03%2026-03-312026-04-23

Sponsored

TSN TYSON FOODS INC3.5K sharesnew addition2026-03-312026-04-23

SYK STRYKER CORPORATION686 sharesnew addition2026-03-312026-04-23

SHEL SHELL PLC2.4K sharesnew addition2026-03-312026-04-23

MLI MUELLER INDS INC2.0K sharesnew addition2026-03-312026-04-23

TFC TRUIST FINL CORP4.9K sharesnew addition2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP2.4K sharesnew addition2026-03-312026-04-23

NEE NEXTERA ENERGY INC2.4K sharesnew addition2026-03-312026-04-23

RGLD ROYAL GOLD INC873 sharesnew addition2026-03-312026-04-23

Sponsored

IBIT ISHARES BITCOIN TRUST ETF5.7K sharesnew addition2026-03-312026-04-23

CIFR CIPHER DIGITAL INC17.0K shares0.14%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION1.7K sharesnew addition2026-03-312026-04-23

EFX EQUIFAX INC1.2K sharesnew addition2026-03-312026-04-23

TER TERADYNE INC723 sharesnew addition2026-03-312026-04-23

IT GARTNER INC1.3K sharesnew addition2026-03-312026-04-23

NTNX NUTANIX INC5.5K sharesnew addition2026-03-312026-04-23

SONY SONY GROUP CORP10.0K shares0.97%2026-03-312026-04-23

Sponsored

FIVE FIVE BELOW INC904 sharesnew addition2026-03-312026-04-23

PYPL PAYPAL HLDGS INC4.5K sharesnew addition2026-03-312026-04-23

TXG 10X GENOMICS INC9.5K sharesnew addition2026-03-312026-04-23

MATCH GROUP INC NEW MATCH GROUP INC NEW6.5K sharesnew addition2026-03-312026-04-23

CIG CIA ENERGETICA DE MINAS GERA71.1K shares4.33%2026-03-312026-04-23

ADT ADT INC DEL20.7K sharesnew addition2026-03-312026-04-23

STKL SUNOPTA INC16.2K sharesnew addition2026-03-312026-04-23

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC10.1K shares0.00%2026-03-312026-04-23

Sponsored

PTON PELOTON INTERACTIVE INC12.8K shares12.85%2026-03-312026-04-23

BTQ BTQ TECHNOLOGIES CORP12.0K shares0.00%2026-03-312026-04-23

ALIT ALIGHT INC16.6K sharesnew addition2026-03-312026-04-23

IVV

ISHARES TR

13.35%

Shares216.6K

Event2026-03-31

Filed2026-04-23

PCT

PURECYCLE TECHNOLOGIES INC

370.67%

Shares8.5M

Event2026-03-31

Filed2026-04-23

BCI

ABRDN ETFS

6.47%

Shares1.6M

Event2026-03-31

Filed2026-04-23

BAI

BLACKROCK ETF TRUST

1.23%

Shares1.1M

Event2026-03-31

Filed2026-04-23

ACWX

ISHARES TR

-0.83%

Shares512.4K

Event2026-03-31

Filed2026-04-23

TBG

EA SERIES TRUST

11.89%

Shares920.9K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

3.70%

Shares259.2K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

17.61%

Shares61.9K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

8.06%

Shares87.8K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

5.44%

Shares123.9K

Event2026-03-31

Filed2026-04-23

ISTB

ISHARES TR

4.66%

Shares246.3K

Event2026-03-31

Filed2026-04-23

IQLT

ISHARES TR

2.97%

Shares219.4K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

10.83%

Shares33.1K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

16.37%

Shares25.1K

Event2026-03-31

Filed2026-04-23

META

META PLATFORMS INC

-11.54%

Shares14.5K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

32.37%

Shares22.9K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

4.34%

Shares32.2K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

17.87%

Shares29.7K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

17.84%

Shares90.1K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

20.79%

Shares16.8K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

16.36%

Shares17.8K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

8.09%

Shares14.2K

Event2026-03-31

Filed2026-04-23

FDLO

FIDELITY COVINGTON TRUST

-1.35%

Shares62.7K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

18.47%

Shares32.4K

Event2026-03-31

Filed2026-04-23

MCK

MCKESSON CORP

7.38%

Shares4.0K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

-2.18%

Shares67.8K

Event2026-03-31

Filed2026-04-23

IXUS

ISHARES TR

-1.22%

Shares39.1K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

-1.71%

Shares15.5K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

1.73%

Shares16.3K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-36.14%

Shares12.8K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

33.34%

Shares51.2K

Event2026-03-31

Filed2026-04-23

INNVENTURE INC

0.09%

Shares782.9K

Event2026-03-31

Filed2026-04-23

EXC

EXELON CORP

-0.36%

Shares61.3K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

3.48%

Shares30.4K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

9.95%

Shares13.4K

Event2026-03-31

Filed2026-04-23

VISA INC

9.19%

Shares9.2K

Event2026-03-31

Filed2026-04-23

VRT

VERTIV HOLDINGS CO

9.35%

Shares10.8K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

2.77%

Shares7.6K

Event2026-03-31

Filed2026-04-23

HST

HOST HOTELS & RESORTS INC

3.33%

Shares139.8K

Event2026-03-31

Filed2026-04-23

NVS

NOVARTIS AG

-0.77%

Shares16.8K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

28.63%

Shares6.7K

Event2026-03-31

Filed2026-04-23

TOTALENERGIES SE

-4.38%

Shares27.1K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

3.90%

Shares31.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

35.31%

Shares3.6K

Event2026-03-31

Filed2026-04-23

MAR

MARRIOTT INTL INC NEW

-0.10%

Shares6.9K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

22.88%

Shares2.1K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

3.51%

Shares8.8K

Event2026-03-31

Filed2026-04-23

DEERE & CO

-0.51%

Shares3.7K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

113.34%

Shares4.1K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

20.55%

Shares2.2K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

24.35%

Shares4.2K

Event2026-03-31

Filed2026-04-23

PWR

QUANTA SVCS INC

-0.55%

Shares3.6K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

17.18%

Shares6.3K

Event2026-03-31

Filed2026-04-23

PRU

PRUDENTIAL FINL INC

-1.24%

Shares19.4K

Event2026-03-31

Filed2026-04-23

FORD MTR CO

-2.02%

Shares159.2K

Event2026-03-31

Filed2026-04-23

GSK PLC

-4.43%

Shares33.1K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

4.77%

Shares11.9K

Event2026-03-31

Filed2026-04-23

HPE

HEWLETT PACKARD ENTERPRISE C

2.84%

Shares72.0K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

1.42%

Shares7.2K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

13.70%

Shares11.8K

Event2026-03-31

Filed2026-04-23

DAL

DELTA AIR LINES INC

23.49%

Shares25.0K

Event2026-03-31

Filed2026-04-23

LYB

LYONDELLBASELL INDUSTRIES NV

32.96%

Shares20.5K

Event2026-03-31

Filed2026-04-23

NUE

NUCOR CORP

5.26%

Shares9.6K

Event2026-03-31

Filed2026-04-23

ARE

ALEXANDRIA REAL ESTATE EQ IN

64.60%

Shares35.0K

Event2026-03-31

Filed2026-04-23

HASI

HA SUSTAINABLE INFRA CAP INC

-1.10%

Shares43.5K

Event2026-03-31

Filed2026-04-23

GILD

GILEAD SCIENCES INC

-54.97%

Shares11.4K

Event2026-03-31

Filed2026-04-23

ENB

ENBRIDGE INC

-1.93%

Shares29.2K

Event2026-03-31

Filed2026-04-23

CWEN

CLEARWAY ENERGY INC

2.90%

Shares40.0K

Event2026-03-31

Filed2026-04-23

ING

ING GROEP N.V.

-3.88%

Shares60.0K

Event2026-03-31

Filed2026-04-23

ROP

ROPER TECHNOLOGIES INC

36.77%

Shares4.2K

Event2026-03-31

Filed2026-04-23

BP PLC

-3.41%

Shares31.2K

Event2026-03-31

Filed2026-04-23

FBTC

FIDELITY WISE ORIGIN BITCOIN

-10.02%

Shares24.9K

Event2026-03-31

Filed2026-04-23

WAB

WABTEC

17.74%

Shares5.7K

Event2026-03-31

Filed2026-04-23

PSX

PHILLIPS 66

37.24%

Shares7.8K

Event2026-03-31

Filed2026-04-23

AMP

AMERIPRISE FINL INC

22.98%

Shares3.2K

Event2026-03-31

Filed2026-04-23

ENERGY TRANSFER L P

32.29%

Shares71.8K

Event2026-03-31

Filed2026-04-23

REALTY INCOME CORP

-2.99%

Shares22.6K

Event2026-03-31

Filed2026-04-23

REGIONS FINANCIAL CORP NEW

-2.09%

Shares52.6K

Event2026-03-31

Filed2026-04-23

DOMINION ENERGY INC

43.03%

Shares22.1K

Event2026-03-31

Filed2026-04-23

UNILEVER PLC

-2.26%

Shares23.9K

Event2026-03-31

Filed2026-04-23

GBDC

GOLUB CAP BDC INC

7.30%

Shares106.0K

Event2026-03-31

Filed2026-04-23

KHC

KRAFT HEINZ CO

-0.91%

Shares57.3K

Event2026-03-31

Filed2026-04-23

HUBBELL INC

0.35%

Shares2.6K

Event2026-03-31

Filed2026-04-23

LKQ

LKQ CORP

77.08%

Shares42.6K

Event2026-03-31

Filed2026-04-23

HP INC

54.04%

Shares64.8K

Event2026-03-31

Filed2026-04-23

UGI

UGI CORP NEW

-3.43%

Shares33.4K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

7.72%

Shares43.3K

Event2026-03-31

Filed2026-04-23

UPS

UNITED PARCEL SVCS INC

17.67%

Shares11.9K

Event2026-03-31

Filed2026-04-23

BAC

BANK AMERICA CORP

14.37%

Shares23.9K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-23

RYN

RAYONIER INC

New

Shares55.8K

Event2026-03-31

Filed2026-04-23

MAS

MASCO CORP

3.11%

Shares18.8K

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP

32.14%

Shares9.2K

Event2026-03-31

Filed2026-04-23

GNRC

GENERAC HLDGS INC

2.86%

Shares5.7K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

1.08%

Shares11.2K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

293.23%

Shares9.2K

Event2026-03-31

Filed2026-04-23

FETH

FIDELITY ETHEREUM FD

-5.78%

Shares52.1K

Event2026-03-31

Filed2026-04-23

COLD

AMERICOLD REALTY TRUST INC

New

Shares92.4K

Event2026-03-31

Filed2026-04-23

KVUE

KENVUE INC

-2.61%

Shares61.3K

Event2026-03-31

Filed2026-04-23

DHIL

DIAMOND HILL INVT GROUP INC

-8.79%

Shares6.1K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

9.10%

Shares8.1K

Event2026-03-31

Filed2026-04-23

BEN

FRANKLIN RESOURCES INC

37.66%

Shares43.9K

Event2026-03-31

Filed2026-04-23

MAA

MID-AMER APT CMNTYS INC

New

Shares8.5K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

10.24%

Shares10.5K

Event2026-03-31

Filed2026-04-23

PNR

PENTAIR PLC

42.80%

Shares11.5K

Event2026-03-31

Filed2026-04-23

CROWN CASTLE INC

-6.26%

Shares12.2K

Event2026-03-31

Filed2026-04-23

MTD

METTLER TOLEDO INTERNATIONAL

3.84%

Shares784

Event2026-03-31

Filed2026-04-23

ADBE

ADOBE INC

66.33%

Shares3.9K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

162.86%

Shares2.6K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-0.65%

Shares3.2K

Event2026-03-31

Filed2026-04-23

HTGC

HERCULES CAPITAL INC

0.87%

Shares62.1K

Event2026-03-31

Filed2026-04-23

ALCO

ALICO INC

12.61%

Shares21.9K

Event2026-03-31

Filed2026-04-23

UNH

UNITEDHEALTH GROUP INC

24.77%

Shares3.3K

Event2026-03-31

Filed2026-04-23

MOS

MOSAIC CO

64.13%

Shares35.0K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

New

Shares7.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.48%

Shares1.5K

Event2026-03-31

Filed2026-04-23

FIX

COMFORT SYS USA INC

New

Shares632

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

123.82%

Shares19.2K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.37%

Shares2.5K

Event2026-03-31

Filed2026-04-23

XIFR

XPLR INFRASTRUCTURE LP

-2.31%

Shares77.5K

Event2026-03-31

Filed2026-04-23

ASML

ASML HLDG NV

-8.62%

Shares615

Event2026-03-31

Filed2026-04-23

PCG

PG&E CORP

New

Shares44.1K

Event2026-03-31

Filed2026-04-23

SJM

SMUCKER J M CO

0.77%

Shares7.7K

Event2026-03-31

Filed2026-04-23

CHUBB LTD SWITZ

New

Shares2.3K

Event2026-03-31

Filed2026-04-23

EIX

EDISON INTL

New

Shares10.0K

Event2026-03-31

Filed2026-04-23

EASTERLY GOVT PPTYS INC

-3.52%

Shares31.3K

Event2026-03-31

Filed2026-04-23

GE AEROSPACE

New

Shares2.4K

Event2026-03-31

Filed2026-04-23

FISERV INC

19.51%

Shares11.7K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC

5.67%

Shares1.9K

Event2026-03-31

Filed2026-04-23

ADP

AUTOMATIC DATA PROCESSING IN

18.38%

Shares3.1K

Event2026-03-31

Filed2026-04-23

FDX

FEDEX CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

69.12%

Shares3.6K

Event2026-03-31

Filed2026-04-23

PNC

PNC FINL SVCS GROUP INC

129.68%

Shares2.9K

Event2026-03-31

Filed2026-04-23

SPYM

SPDR SERIES TRUST

0.03%

Shares7.8K

Event2026-03-31

Filed2026-04-23

FTI

TECHNIPFMC PLC

New

Shares8.5K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

New

Shares14.2K

Event2026-03-31

Filed2026-04-23

TOYOTA MOTOR CORP

8.15%

Shares2.6K

Event2026-03-31

Filed2026-04-23

BOEING CO

59.80%

Shares2.7K

Event2026-03-31

Filed2026-04-23

BDN

BRANDYWINE RLTY TR

65.49%

Shares196.4K

Event2026-03-31

Filed2026-04-23

ABNB

AIRBNB INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-23

DES

WISDOMTREE TR

-0.47%

Shares14.5K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

New

Shares596

Event2026-03-31

Filed2026-04-23

GENERAL MTRS CO

New

Shares6.8K

Event2026-03-31

Filed2026-04-23

REGN

REGENERON PHARMACEUTICALS

New

Shares649

Event2026-03-31

Filed2026-04-23

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

7.82%

Shares48.9K

Event2026-03-31

Filed2026-04-23

WDC

WESTERN DIGITAL CORP

New

Shares1.8K

Event2026-03-31

Filed2026-04-23

HDV

ISHARES TR

-6.61%

Shares3.6K

Event2026-03-31

Filed2026-04-23

CNC

CENTENE CORP DEL

New

Shares14.9K

Event2026-03-31

Filed2026-04-23

TMDX

TRANSMEDICS GROUP INC

-20.63%

Shares4.9K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-23

APH

AMPHENOL CORP

New

Shares3.6K

Event2026-03-31

Filed2026-04-23

BANK NEW YORK MELLON CORP

28.15%

Shares3.8K

Event2026-03-31

Filed2026-04-23

SNDK

SANDISK CORP

New

Shares691

Event2026-03-31

Filed2026-04-23

ARISTA NETWORKS INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-23

JBHT

HUNT J B TRANS SVCS INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-23

NOW

SERVICENOW INC

New

Shares3.9K

Event2026-03-31

Filed2026-04-23

VRTX

VERTEX PHARMACEUTICALS INC

37.71%

Shares913

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

New

Shares1.1K

Event2026-03-31

Filed2026-04-23

FCX

FREEPORT MCMORAN INC

New

Shares6.6K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-23

ZOOM COMMUNICATIONS INC

New

Shares4.6K

Event2026-03-31

Filed2026-04-23

NEM

NEWMONT CORP

New

Shares3.4K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

New

Shares10.7K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

25.18%

Shares1.0K

Event2026-03-31

Filed2026-04-23

MMC

MARSH & MCLENNAN COS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

New

Shares499

Event2026-03-31

Filed2026-04-23

XBI

SPDR SERIES TRUST

New

Shares2.8K

Event2026-03-31

Filed2026-04-23

TYG

TORTOISE ENERGY INFRSTRCTR C

-0.96%

Shares7.0K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

44.02%

Shares795

Event2026-03-31

Filed2026-04-23

SPGI

S&P GLOBAL INC

New

Shares780

Event2026-03-31

Filed2026-04-23

GLW

CORNING INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

New

Shares538

Event2026-03-31

Filed2026-04-23

TPR

TAPESTRY INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-23

FTNT

FORTINET INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-23

DHR

DANAHER CORP DEL

New

Shares1.7K

Event2026-03-31

Filed2026-04-23

CME

CME GROUP INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

New

Shares328

Event2026-03-31

Filed2026-04-23

AIQ

GLOBAL X FDS

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-23

INCY

INCYTE CORP

New

Shares3.3K

Event2026-03-31

Filed2026-04-23

NTRA

NATERA INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-23

DOLLAR GEN CORP

New

Shares2.5K

Event2026-03-31

Filed2026-04-23

VRSN

VERISIGN INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW

New

Shares1.8K

Event2026-03-31

Filed2026-04-23

CRWD

CROWDSTRIKE HLDGS INC

-5.24%

Shares741

Event2026-03-31

Filed2026-04-23

NYT

NEW YORK TIMES CO MTN BE

New

Shares3.4K

Event2026-03-31

Filed2026-04-23

UBER

UBER TECHNOLOGIES INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-23

OAIM

UNIFIED SER TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-23

BROOKFIELD RENEWABLE CORP

-87.77%

Shares7.1K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP

New

Shares820

Event2026-03-31

Filed2026-04-23

EXPE

EXPEDIA GROUP INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-23

RIO

RIO TINTO PLC

2.56%

Shares2.9K

Event2026-03-31

Filed2026-04-23

BHP

BHP BILLITON LIMITED

New

Shares3.6K

Event2026-03-31

Filed2026-04-23

DOW

DOW HLDGS INC

New

Shares6.3K

Event2026-03-31

Filed2026-04-23

IWR

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

ILMN

ILLUMINA INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-23

SNOW

SNOWFLAKE INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

-13.96%

Shares1.3K

Event2026-03-31

Filed2026-04-23

XLE

SELECT SECTOR SPDR TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-23

DVYE

ISHARES INC

-2.35%

Shares7.5K

Event2026-03-31

Filed2026-04-23

EXEL

EXELIXIS INC

New

Shares5.9K

Event2026-03-31

Filed2026-04-23

NBIX

NEUROCRINE BIOSCIENCES INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-23

COF

CAPITAL ONE FINL CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-23

ESGD

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-23

MKTX

MARKETAXESS HLDGS INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-23

CITIGROUP INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-23

BURL

BURLINGTON STORES INC

New

Shares751

Event2026-03-31

Filed2026-04-23

TXT

TEXTRON INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-23

IREN

IREN LIMITED

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-23

SENEA

SENECA FOODS CORP NEW

New

Shares1.6K

Event2026-03-31

Filed2026-04-23

EME

EMCOR GROUP INC

New

Shares321

Event2026-03-31

Filed2026-04-23

BWA

BORGWARNER INC

New

Shares4.3K

Event2026-03-31

Filed2026-04-23

MEDP

MEDPACE HLDGS INC

New

Shares484

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

New

Shares3.4K

Event2026-03-31

Filed2026-04-23

IHG

INTERCONTINENTAL HOTELS GROU

2.03%

Shares1.7K

Event2026-03-31

Filed2026-04-23

TSN

TYSON FOODS INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORPORATION

New

Shares686

Event2026-03-31

Filed2026-04-23

SHEL

SHELL PLC

New

Shares2.4K

Event2026-03-31

Filed2026-04-23

MLI

MUELLER INDS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-23

TFC

TRUIST FINL CORP

New

Shares4.9K

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP

New

Shares2.4K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-23

RGLD

ROYAL GOLD INC

New

Shares873

Event2026-03-31

Filed2026-04-23

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares5.7K

Event2026-03-31

Filed2026-04-23

CIFR

CIPHER DIGITAL INC

0.14%

Shares17.0K

Event2026-03-31

Filed2026-04-23

JCI

JOHNSON CONTROLS INTERNATION

New

Shares1.7K

Event2026-03-31

Filed2026-04-23

EFX

EQUIFAX INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-23

TER

TERADYNE INC

New

Shares723

Event2026-03-31

Filed2026-04-23

GARTNER INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-23

NTNX

NUTANIX INC

New

Shares5.5K

Event2026-03-31

Filed2026-04-23

SONY

SONY GROUP CORP

0.97%

Shares10.0K

Event2026-03-31

Filed2026-04-23

FIVE

FIVE BELOW INC

New

Shares904

Event2026-03-31

Filed2026-04-23

PYPL

PAYPAL HLDGS INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-23

TXG

10X GENOMICS INC

New

Shares9.5K

Event2026-03-31

Filed2026-04-23

MATCH GROUP INC NEW

New

Shares6.5K

Event2026-03-31

Filed2026-04-23

CIG

CIA ENERGETICA DE MINAS GERA

4.33%

Shares71.1K

Event2026-03-31

Filed2026-04-23

ADT

ADT INC DEL

New

Shares20.7K

Event2026-03-31

Filed2026-04-23

STKL

SUNOPTA INC

New

Shares16.2K

Event2026-03-31

Filed2026-04-23

PURECYCLE TECHNOLOGIES INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-23

PTON

PELOTON INTERACTIVE INC

12.85%

Shares12.8K

Event2026-03-31

Filed2026-04-23

BTQ

BTQ TECHNOLOGIES CORP

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-23

ALIT

ALIGHT INC

New

Shares16.6K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

META Put PutMETA PLATFORMS INC3.5K sharesnew addition2026-03-312026-04-23

NVDA Put PutNVIDIA CORPORATION1.2K sharesnew addition2026-03-312026-04-23

MA Put PutMASTERCARD INCORPORATED400 sharesnew addition2026-03-312026-04-23

META Put

META PLATFORMS INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-23

NVDA Put

NVIDIA CORPORATION

New

Shares1.2K

Event2026-03-31

Filed2026-04-23

MA Put

MASTERCARD INCORPORATED

New

Shares400

Event2026-03-31

Filed2026-04-23