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The Analysis of Advisor OS, LLC's Holdings & P&L

Currently, Advisor OS, LLC holds 571 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BINC (+898.3K shares, valued at $46.7M), TCHP (+900.6K shares, valued at $39.8M), DFIC (+946.8K shares, valued at $33.6M); decreased their positions in CLIP (-352.3K shares, valued at $35.4M), MINT (-257.4K shares, valued at $25.9M), N/A (-11.2K shares, valued at $6.7M); initiated new positions in BINC (+898.3K shares, valued at $46.7M), DFIC (+946.8K shares, valued at $33.6M), SGVT (+173.3K shares, valued at $17.5M).

1M P&L

-62.6M-4.60%

3M P&L

-111.9M-7.94%

HY P&L

-50.2M-3.72%

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/A827.2M

68.2%

2Consumer Electronics43.1M

3.6%

3Aerospace & Defense39.2M

3.2%

Top Industries by Stock Count

1N/A224 stocks

42.3%

2Asset Management13 stocks

2.5%

3Software - Application13 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS162.4K shares-6.46%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS276.3K shares-8.91%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR1.2M shares5.01%2026-03-312026-05-08

MINT PIMCO ETF TR569.5K shares-31.13%2026-03-312026-05-08

TCHP T ROWE PRICE ETF INC1.1M shares474.73%2026-03-312026-05-08

BINC BLACKROCK ETF TRUST II898.3K sharesnew addition2026-03-312026-05-08

AAPL APPLE INC168.8K shares-0.59%2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST946.8K sharesnew addition2026-03-312026-05-08

Sponsored

BKDV BNY MELLON ETF TRUST II1.1M shares33.45%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP48.6K shares-0.09%2026-03-312026-05-08

NVDA NVIDIA CORPORATION147.8K shares4.81%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS360.6K shares-17.11%2026-03-312026-05-08

IWF ISHARES TR46.2K shares2.20%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T94.7K shares-0.16%2026-03-312026-05-08

SPYM SPDR SERIES TRUST237.3K shares-0.96%2026-03-312026-05-08

HGER HARBOR ETF TRUST573.7K shares2409.43%2026-03-312026-05-08

Sponsored

SPAB SPDR SERIES TRUST688.4K shares3978.82%2026-03-312026-05-08

VTI VANGUARD INDEX FDS54.5K shares0.54%2026-03-312026-05-08

SGVT SCHWAB STRATEGIC TR173.3K sharesnew addition2026-03-312026-05-08

MSFT MICROSOFT CORP43.0K shares-0.48%2026-03-312026-05-08

BIL SPDR SERIES TRUST143.2K shares5663.65%2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR115.3K shares51.37%2026-03-312026-05-08

PYLD PIMCO ETF TR469.7K shares12.79%2026-03-312026-05-08

VONV VANGUARD SCOTTSDALE FDS130.3K shares11.99%2026-03-312026-05-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T18.3K shares19.85%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON47.7K shares-1.72%2026-03-312026-05-08

AMZN AMAZON COM INC52.0K shares1.66%2026-03-312026-05-08

VO VANGUARD INDEX FDS36.4K shares18.82%2026-03-312026-05-08

ALPHABET INC ALPHABET INC35.9K shares-0.53%2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR125.1K sharesnew addition2026-03-312026-05-08

FTHI FIRST TR EXCHANGE TRADED FD411.4K shares-10.12%2026-03-312026-05-08

VXF VANGUARD INDEX FDS42.7K shares2.37%2026-03-312026-05-08

Sponsored

ICSH ISHARES TR161.2K shares1.65%2026-03-312026-05-08

ISPY PROSHARES TR170.0K shares1.92%2026-03-312026-05-08

HDV ISHARES TR53.0K shares-2.04%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO23.3K shares-2.96%2026-03-312026-05-08

LLY ELI LILLY & CO7.3K shares7.85%2026-03-312026-05-08

SPSM SPDR SERIES TRUST133.5K shares1.77%2026-03-312026-05-08

GPIQ GOLDMAN SACHS ETF TR124.8K shares6.02%2026-03-312026-05-08

CLOI VANECK ETF TRUST116.7K shares182.47%2026-03-312026-05-08

Sponsored

META META PLATFORMS INC10.4K shares18.94%2026-03-312026-05-08

IVV ISHARES TR8.3K shares103.37%2026-03-312026-05-08

ALPHABET INC ALPHABET INC18.6K shares12.52%2026-03-312026-05-08

IEMG ISHARES INC76.4K sharesnew addition2026-03-312026-05-08

BROADCOM INC BROADCOM INC17.2K shares8.86%2026-03-312026-05-08

ACWI ISHARES TR37.0K shares1.82%2026-03-312026-05-08

ABBV ABBVIE INC22.5K shares6.94%2026-03-312026-05-08

VB VANGUARD INDEX FDS18.6K shares16.07%2026-03-312026-05-08

Sponsored

XOM EXXON MOBIL CORP28.6K shares20.99%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F64.4K shares9.12%2026-03-312026-05-08

WMT WALMART INC36.7K shares-3.76%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC36.2K shares-14.23%2026-03-312026-05-08

IEFA ISHARES TR47.0K shares535.62%2026-03-312026-05-08

SPEM SPDR INDEX SHS FDS88.8K shares110.96%2026-03-312026-05-08

TSLA TESLA INC11.1K shares21.42%2026-03-312026-05-08

SPTM SPDR SERIES TRUST49.5K shares-5.00%2026-03-312026-05-08

Sponsored

SPYV SPDR SERIES TRUST68.7K shares-18.51%2026-03-312026-05-08

FBND FIDELITY MERRIMACK STR TR85.0K shares-3.43%2026-03-312026-05-08

PG PROCTER & GAMBLE CO26.5K shares0.55%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS25.7K shares-8.86%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.9K shares8.03%2026-03-312026-05-08

MCD MCDONALDS CORP11.8K shares7.49%2026-03-312026-05-08

SPHD INVESCO EXCH TRADED FD TR II73.3K sharesnew addition2026-03-312026-05-08

AGG ISHARES TR36.4K shares5.50%2026-03-312026-05-08

Sponsored

BOND PIMCO ETF TR38.5K shares3.68%2026-03-312026-05-08

RSPA INVESCO ACTIVELY MANAGED EXC70.1K shares20.05%2026-03-312026-05-08

VUG VANGUARD INDEX FDS7.8K shares0.73%2026-03-312026-05-08

QQQX NUVEEN NASDAQ 100 DYNAMIC OV127.4K sharesnew addition2026-03-312026-05-08

KO COCA COLA CO44.4K shares-0.36%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION3.3K shares4.07%2026-03-312026-05-08

SAMT ADVISORS INNER CIRCLE FD III82.7K shares3.41%2026-03-312026-05-08

V VISA INC10.6K shares0.50%2026-03-312026-05-08

Sponsored

EFAA INVESCO ACTIVELY MANAGED EXC59.5K shares26.61%2026-03-312026-05-08

CAT CATERPILLAR INC4.4K shares-8.57%2026-03-312026-05-08

RTX RTX CORPORATION15.9K shares-3.14%2026-03-312026-05-08

SPYG SPDR SERIES TRUST29.7K shares-57.28%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR46.5K sharesnew addition2026-03-312026-05-08

FTLS FIRST TR EXCH TRADED FD III39.4K shares-36.87%2026-03-312026-05-08

GBDC GOLUB CAP BDC INC214.0K shares2.44%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR4.7K shares24.28%2026-03-312026-05-08

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F39.0K sharesnew addition2026-03-312026-05-08

IEF ISHARES TR27.3K shares292.72%2026-03-312026-05-08

EAGL 2023 ETF SERIES TRUST84.3K shares-1.59%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS10.6K shares6.83%2026-03-312026-05-08

T AT&T INC88.2K shares16.95%2026-03-312026-05-08

MORT VANECK ETF TRUST245.5K sharesnew addition2026-03-312026-05-08

CSCO CISCO SYS INC31.8K shares4.99%2026-03-312026-05-08

BAC BANK AMERICA CORP50.4K shares5.45%2026-03-312026-05-08

Sponsored

MA MASTERCARD INCORPORATED4.9K shares17.51%2026-03-312026-05-08

MCK MCKESSON CORP2.8K shares-2.12%2026-03-312026-05-08

IWM ISHARES TR9.4K shares6.92%2026-03-312026-05-08

QFLR INNOVATOR ETFS TRUST68.8K sharesnew addition2026-03-312026-05-08

HD HOME DEPOT INC6.9K shares22.39%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC8.3K shares16.44%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC6.4K shares-32.38%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE7.6K shares3.53%2026-03-312026-05-08

Sponsored

WMB WILLIAMS COS INC29.4K shares1.49%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR73.6K shares-19.56%2026-03-312026-05-08

TFI SPDR SERIES TRUST46.8K shares10.41%2026-03-312026-05-08

SPDW SPDR INDEX SHS FDS46.4K shares-59.84%2026-03-312026-05-08

VXUS VANGUARD STAR FDS26.6K sharesnew addition2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW15.6K shares-6.09%2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST52.2K shares0.07%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR43.9K shares-1.52%2026-03-312026-05-08

Sponsored

DELL DELL TECHNOLOGIES INC12.2K shares9.65%2026-03-312026-05-08

STIP ISHARES TR19.1K sharesnew addition2026-03-312026-05-08

CVX CHEVRON CORPORATION9.5K shares0.05%2026-03-312026-05-08

XLB SELECT SECTOR SPDR TR38.8K sharesnew addition2026-03-312026-05-08

GLDM WORLD GOLD TR20.9K sharesnew addition2026-03-312026-05-08

JPIB J P MORGAN EXCHANGE TRADED F40.3K shares-23.75%2026-03-312026-05-08

SO SOUTHERN CO20.0K shares4.37%2026-03-312026-05-08

GENM SPINNAKER ETF SERIES186.7K shares22.79%2026-03-312026-05-08

Sponsored

NSC NORFOLK SOUTHN CORP6.6K shares-15.67%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR11.7K shares-18.26%2026-03-312026-05-08

EFA ISHARES TR19.2K shares-32.81%2026-03-312026-05-08

IWD ISHARES TR8.7K shares127.93%2026-03-312026-05-08

GLD SPDR GOLD TR4.3K shares6.17%2026-03-312026-05-08

GOVT ISHARES TR79.0K shares0.20%2026-03-312026-05-08

ITWO PROSHARES TR44.7K shares236.72%2026-03-312026-05-08

SMH VANECK ETF TRUST4.6K shares95.57%2026-03-312026-05-08

Sponsored

XBI SPDR SERIES TRUST13.8K sharesnew addition2026-03-312026-05-08

CB CHUBB LTD SWITZ5.4K shares-24.17%2026-03-312026-05-08

NFLX NETFLIX INC.17.6K shares30.50%2026-03-312026-05-08

SPOT SPOTIFY TECHNOLOGY S A3.5K shares-2.38%2026-03-312026-05-08

PWR QUANTA SVCS INC3.1K shares0.16%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS18.8K sharesnew addition2026-03-312026-05-08

CASY CASEYS GEN STORES INC2.3K shares-15.89%2026-03-312026-05-08

IJR ISHARES TR13.2K shares16.77%2026-03-312026-05-08

Sponsored

MDYV SPDR SERIES TRUST19.1K shares-37.07%2026-03-312026-05-08

OKE ONEOK INC NEW17.7K shares23.36%2026-03-312026-05-08

APH AMPHENOL CORP12.6K shares40.86%2026-03-312026-05-08

ASML ASML HLDG NV1.2K shares-20.52%2026-03-312026-05-08

PEP PEPSICO INC10.1K shares2.50%2026-03-312026-05-08

WM WASTE MGMT INC DEL6.8K shares7.38%2026-03-312026-05-08

FLEX FLEXTRONICS INTL LTD23.0K shares-6.00%2026-03-312026-05-08

TXN TEXAS INSTRS INC7.7K shares21.03%2026-03-312026-05-08

Sponsored

SPIB SPDR SERIES TRUST44.7K shares-15.57%2026-03-312026-05-08

KR KROGER CO20.3K shares10.33%2026-03-312026-05-08

MGC VANGUARD WORLD FD6.2K shares7.28%2026-03-312026-05-08

CATH GLOBAL X FDS18.5K shares2.54%2026-03-312026-05-08

GEV GE VERNOVA INC1.7K shares25.02%2026-03-312026-05-08

FLTR VANECK ETF TRUST55.1K shares-10.64%2026-03-312026-05-08

CAH CARDINAL HEALTH INC6.6K shares-3.52%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC8.3K shares6.66%2026-03-312026-05-08

Sponsored

DE DEERE & CO2.3K shares11.78%2026-03-312026-05-08

RSG REPUBLIC SVCS INC5.9K shares32.35%2026-03-312026-05-08

MANH MANHATTAN ASSOCIATES INC9.6K shares21.55%2026-03-312026-05-08

ARKK ARK ETF TR18.9K sharesnew addition2026-03-312026-05-08

VTV VANGUARD INDEX FDS6.5K shares5.80%2026-03-312026-05-08

VGT VANGUARD WORLD FD1.8K sharesnew addition2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR44.5K shares157.03%2026-03-312026-05-08

TJX TJX COS INC NEW7.8K shares2.01%2026-03-312026-05-08

Sponsored

VZ VERIZON COMMUNICATIONS INC24.6K shares45.65%2026-03-312026-05-08

CGBL CAPITAL GROUP CORE BALANCED35.9K shares17.86%2026-03-312026-05-08

IGSB ISHARES TR23.0K shares0.16%2026-03-312026-05-08

SPTL SPDR SERIES TRUST45.9K shares-27.11%2026-03-312026-05-08

KMI KINDER MORGAN INC DEL36.0K shares-1.40%2026-03-312026-05-08

FLTB FIDELITY MERRIMACK STR TR23.9K shares39.23%2026-03-312026-05-08

RDDT REDDIT INC8.9K shares-11.72%2026-03-312026-05-08

INDA ISHARES TR25.4K sharesnew addition2026-03-312026-05-08

Sponsored

VNT VONTIER CORPORATION33.5K shares-16.86%2026-03-312026-05-08

LNT ALLIANT ENERGY CORP16.4K shares1.75%2026-03-312026-05-08

RTO RENTOKIL INITIAL PLC36.8K shares-6.21%2026-03-312026-05-08

MDYG SPDR SERIES TRUST12.0K shares-40.03%2026-03-312026-05-08

MSI MOTOROLA SOLUTIONS INC2.7K shares11.81%2026-03-312026-05-08

PFE PFIZER INC41.1K shares4.36%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC7.8K shares22.90%2026-03-312026-05-08

CGUS CAPITAL GROUP CORE EQUITY ET29.8K shares6.93%2026-03-312026-05-08

Sponsored

EPD ENTERPRISE PRODS PARTNERS L29.9K shares0.11%2026-03-312026-05-08

MDLZ MONDELEZ INTL INC19.6K shares5.61%2026-03-312026-05-08

GILD GILEAD SCIENCES INC8.0K shares39.75%2026-03-312026-05-08

AMGN AMGEN INC3.1K shares-35.83%2026-03-312026-05-08

ABT ABBOTT LABORATORIES10.8K shares1.49%2026-03-312026-05-08

XLC SELECT SECTOR SPDR TR10.0K shares-44.18%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC3.3K shares30.73%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F8.0K sharesnew addition2026-03-312026-05-08

Sponsored

AEP AMERICAN ELEC PWR CO INC8.2K shares7.08%2026-03-312026-05-08

CPSD CALAMOS ETF TR41.5K shares0.00%2026-03-312026-05-08

CPSN CALAMOS ETF TR39.4K shares-0.16%2026-03-312026-05-08

SYY SYSCO CORP14.6K shares-0.51%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO3.4K shares-35.70%2026-03-312026-05-08

ORCL ORACLE CORP6.9K shares43.60%2026-03-312026-05-08

SHYG ISHARES TR23.9K shares13.28%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP3.6K shares106.63%2026-03-312026-05-08

Sponsored

DIS DISNEY WALT CO10.3K shares-4.58%2026-03-312026-05-08

ET ENERGY TRANSFER L P50.5K shares4.94%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP1.6K shares-4.93%2026-03-312026-05-08

MS MORGAN STANLEY5.8K shares19.43%2026-03-312026-05-08

CMI CUMMINS INC1.8K shares-27.22%2026-03-312026-05-08

CENCORA INC CENCORA INC3.0K shares-10.62%2026-03-312026-05-08

SHOP SHOPIFY INC7.9K shares56.64%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR30.2K shares0.67%2026-03-312026-05-08

Sponsored

ITOT ISHARES TR6.5K shares115.86%2026-03-312026-05-08

AMAT APPLIED MATLS INC2.7K shares-8.64%2026-03-312026-05-08

QCOM QUALCOMM INC7.1K shares-13.83%2026-03-312026-05-08

PECO PHILLIPS EDISON & CO INC24.1K sharesnew addition2026-03-312026-05-08

GVI ISHARES TR8.4K shares42.86%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC10.4K shares-27.68%2026-03-312026-05-08

PSX PHILLIPS 664.9K shares-5.03%2026-03-312026-05-08

MO ALTRIA GROUP INC13.3K shares6.61%2026-03-312026-05-08

Sponsored

KJAN INNOVATOR ETFS TRUST20.8K sharesnew addition2026-03-312026-05-08

LW LAMB WESTON HLDGS INC20.5K shares16.55%2026-03-312026-05-08

TOUS T ROWE PRICE ETF INC24.9K shares253.73%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR6.5K shares-66.75%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO3.4K shares-1.22%2026-03-312026-05-08

AVDE AMERICAN CENTY ETF TR9.9K shares-6.25%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC5.2K shares31.11%2026-03-312026-05-08

COP CONOCOPHILLIPS6.2K shares3.45%2026-03-312026-05-08

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.1K shares14.72%2026-03-312026-05-08

IVW ISHARES TR7.1K sharesnew addition2026-03-312026-05-08

UNP UNION PAC CORP3.3K shares9.58%2026-03-312026-05-08

IVT INVENTRUST PPTYS CORP26.2K sharesnew addition2026-03-312026-05-08

ALL ALLSTATE CORP3.8K shares1.00%2026-03-312026-05-08

TER TERADYNE INC2.7K sharesnew addition2026-03-312026-05-08

TMSL T ROWE PRICE ETF INC21.4K sharesnew addition2026-03-312026-05-08

WCMI FIRST TR EXCHANGE-TRADED FD46.5K shares27.51%2026-03-312026-05-08

Sponsored

ADP AUTOMATIC DATA PROCESSING IN3.8K shares48.18%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP3.6K shares-6.79%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC1.6K shares56.26%2026-03-312026-05-08

AON PLC AON PLC2.4K shares153.53%2026-03-312026-05-08

ACWX ISHARES TR11.2K sharesnew addition2026-03-312026-05-08

SRE SEMPRA7.9K shares8.22%2026-03-312026-05-08

ADI ANALOG DEVICES INC2.4K shares-8.45%2026-03-312026-05-08

NEE NEXTERA ENERGY INC8.2K shares-5.82%2026-03-312026-05-08

Sponsored

DHR DANAHER CORP DEL4.0K shares-34.72%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC1.9K shares-0.31%2026-03-312026-05-08

VRSK VERISK ANALYTICS INC3.9K shares-25.11%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC3.6K shares6.45%2026-03-312026-05-08

ADM ARCHER DANIELS MIDLAND CO10.0K shares-33.92%2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION12.8K shares-40.23%2026-03-312026-05-08

DYNF BLACKROCK ETF TRUST12.4K sharesnew addition2026-03-312026-05-08

WFC WELLS FARGO & CO9.0K shares12.85%2026-03-312026-05-08

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SCHB SCHWAB STRATEGIC TR26.2K shares0.08%2026-03-312026-05-08

NFJ VIRTUS DIVIDEND INTEREST & P52.1K shares5.40%2026-03-312026-05-08

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CMCSA COMCAST CORP NEW22.1K shares-43.79%2026-03-312026-05-08

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IBKR INTERACTIVE BROKERS GROUP IN7.2K shares-43.26%2026-03-312026-05-08

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IJUL INNOVATOR ETFS TRUST7.4K sharesnew addition2026-03-312026-05-08

Sponsored

BFH BREAD FINANCIAL HOLDINGS INC3.3K shares-12.01%2026-03-312026-05-08

UNILEVER PLC UNILEVER PLC4.3K sharesnew addition2026-03-312026-05-08

MBB ISHARES TR2.6K sharesnew addition2026-03-312026-05-08

PSI INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2026-03-312026-05-08

OVV OVINTIV INC4.1K sharesnew addition2026-03-312026-05-08

MOV MOVADO GROUP INC9.9K sharesnew addition2026-03-312026-05-08

CFG CITIZENS FINL GROUP INC4.0K shares0.75%2026-03-312026-05-08

CRWV COREWEAVE INC3.1K sharesnew addition2026-03-312026-05-08

Sponsored

IBDU ISHARES TR10.3K sharesnew addition2026-03-312026-05-08

EPM EVOLUTION PETE CORP52.4K sharesnew addition2026-03-312026-05-08

FNY FIRST TR EXCHANGE-TRADED ALP2.6K sharesnew addition2026-03-312026-05-08

CVS CVS HEALTH CORP3.3K shares21.47%2026-03-312026-05-08

NKE NIKE INC4.5K shares-16.92%2026-03-312026-05-08

PAYX PAYCHEX INC2.6K shares19.72%2026-03-312026-05-08

LITE LUMENTUM HLDGS INC335 sharesnew addition2026-03-312026-05-08

BR BROADRIDGE FINL SOLUTIONS IN1.4K shares15.16%2026-03-312026-05-08

Sponsored

EQT CORP EQT CORP3.7K sharesnew addition2026-03-312026-05-08

MUB ISHARES TR2.2K shares9.78%2026-03-312026-05-08

ATI ATI INC1.6K shares-9.38%2026-03-312026-05-08

HLT HILTON WORLDWIDE HLDGS INC758 sharesnew addition2026-03-312026-05-08

VANGUARD INDEX FDS

-6.46%

Shares162.4K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

-8.91%

Shares276.3K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

5.01%

Shares1.2M

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

-31.13%

Shares569.5K

Event2026-03-31

Filed2026-05-08

TCHP

T ROWE PRICE ETF INC

474.73%

Shares1.1M

Event2026-03-31

Filed2026-05-08

BINC

BLACKROCK ETF TRUST II

New

Shares898.3K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-0.59%

Shares168.8K

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST

New

Shares946.8K

Event2026-03-31

Filed2026-05-08

BKDV

BNY MELLON ETF TRUST II

33.45%

Shares1.1M

Event2026-03-31

Filed2026-05-08

NOC

NORTHROP GRUMMAN CORP

-0.09%

Shares48.6K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

4.81%

Shares147.8K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-17.11%

Shares360.6K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

2.20%

Shares46.2K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

-0.16%

Shares94.7K

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

-0.96%

Shares237.3K

Event2026-03-31

Filed2026-05-08

HGER

HARBOR ETF TRUST

2409.43%

Shares573.7K

Event2026-03-31

Filed2026-05-08

SPAB

SPDR SERIES TRUST

3978.82%

Shares688.4K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

0.54%

Shares54.5K

Event2026-03-31

Filed2026-05-08

SGVT

SCHWAB STRATEGIC TR

New

Shares173.3K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-0.48%

Shares43.0K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

5663.65%

Shares143.2K

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

51.37%

Shares115.3K

Event2026-03-31

Filed2026-05-08

PYLD

PIMCO ETF TR

12.79%

Shares469.7K

Event2026-03-31

Filed2026-05-08

VONV

VANGUARD SCOTTSDALE FDS

11.99%

Shares130.3K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

19.85%

Shares18.3K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-1.72%

Shares47.7K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

1.66%

Shares52.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

18.82%

Shares36.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-0.53%

Shares35.9K

Event2026-03-31

Filed2026-05-08

AVEM

AMERICAN CENTY ETF TR

New

Shares125.1K

Event2026-03-31

Filed2026-05-08

FTHI

FIRST TR EXCHANGE TRADED FD

-10.12%

Shares411.4K

Event2026-03-31

Filed2026-05-08

VXF

VANGUARD INDEX FDS

2.37%

Shares42.7K

Event2026-03-31

Filed2026-05-08

ICSH

ISHARES TR

1.65%

Shares161.2K

Event2026-03-31

Filed2026-05-08

ISPY

PROSHARES TR

1.92%

Shares170.0K

Event2026-03-31

Filed2026-05-08

HDV

ISHARES TR

-2.04%

Shares53.0K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-2.96%

Shares23.3K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

7.85%

Shares7.3K

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

1.77%

Shares133.5K

Event2026-03-31

Filed2026-05-08

GPIQ

GOLDMAN SACHS ETF TR

6.02%

Shares124.8K

Event2026-03-31

Filed2026-05-08

CLOI

VANECK ETF TRUST

182.47%

Shares116.7K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

18.94%

Shares10.4K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

103.37%

Shares8.3K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

12.52%

Shares18.6K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

New

Shares76.4K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

8.86%

Shares17.2K

Event2026-03-31

Filed2026-05-08

ACWI

ISHARES TR

1.82%

Shares37.0K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

6.94%

Shares22.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

16.07%

Shares18.6K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

20.99%

Shares28.6K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

9.12%

Shares64.4K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-3.76%

Shares36.7K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-14.23%

Shares36.2K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

535.62%

Shares47.0K

Event2026-03-31

Filed2026-05-08

SPEM

SPDR INDEX SHS FDS

110.96%

Shares88.8K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

21.42%

Shares11.1K

Event2026-03-31

Filed2026-05-08

SPTM

SPDR SERIES TRUST

-5.00%

Shares49.5K

Event2026-03-31

Filed2026-05-08

SPYV

SPDR SERIES TRUST

-18.51%

Shares68.7K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY MERRIMACK STR TR

-3.43%

Shares85.0K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

0.55%

Shares26.5K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

-8.86%

Shares25.7K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

8.03%

Shares7.9K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

7.49%

Shares11.8K

Event2026-03-31

Filed2026-05-08

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares73.3K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

5.50%

Shares36.4K

Event2026-03-31

Filed2026-05-08

BOND

PIMCO ETF TR

3.68%

Shares38.5K

Event2026-03-31

Filed2026-05-08

RSPA

INVESCO ACTIVELY MANAGED EXC

20.05%

Shares70.1K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

0.73%

Shares7.8K

Event2026-03-31

Filed2026-05-08

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

New

Shares127.4K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-0.36%

Shares44.4K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

4.07%

Shares3.3K

Event2026-03-31

Filed2026-05-08

SAMT

ADVISORS INNER CIRCLE FD III

3.41%

Shares82.7K

Event2026-03-31

Filed2026-05-08

VISA INC

0.50%

Shares10.6K

Event2026-03-31

Filed2026-05-08

EFAA

INVESCO ACTIVELY MANAGED EXC

26.61%

Shares59.5K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

-8.57%

Shares4.4K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

-3.14%

Shares15.9K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

-57.28%

Shares29.7K

Event2026-03-31

Filed2026-05-08

XLE

SELECT SECTOR SPDR TR

New

Shares46.5K

Event2026-03-31

Filed2026-05-08

FTLS

FIRST TR EXCH TRADED FD III

-36.87%

Shares39.4K

Event2026-03-31

Filed2026-05-08

GBDC

GOLUB CAP BDC INC

2.44%

Shares214.0K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

24.28%

Shares4.7K

Event2026-03-31

Filed2026-05-08

J P MORGAN EXCHANGE TRADED F

New

Shares39.0K

Event2026-03-31

Filed2026-05-08

IEF

ISHARES TR

292.72%

Shares27.3K

Event2026-03-31

Filed2026-05-08

EAGL

2023 ETF SERIES TRUST

-1.59%

Shares84.3K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

6.83%

Shares10.6K

Event2026-03-31

Filed2026-05-08

AT&T INC

16.95%

Shares88.2K

Event2026-03-31

Filed2026-05-08

MORT

VANECK ETF TRUST

New

Shares245.5K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

4.99%

Shares31.8K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

5.45%

Shares50.4K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

17.51%

Shares4.9K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

-2.12%

Shares2.8K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

6.92%

Shares9.4K

Event2026-03-31

Filed2026-05-08

QFLR

INNOVATOR ETFS TRUST

New

Shares68.8K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

22.39%

Shares6.9K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

16.44%

Shares8.3K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-32.38%

Shares6.4K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

3.53%

Shares7.6K

Event2026-03-31

Filed2026-05-08

WMB

WILLIAMS COS INC

1.49%

Shares29.4K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB STRATEGIC TR

-19.56%

Shares73.6K

Event2026-03-31

Filed2026-05-08

TFI

SPDR SERIES TRUST

10.41%

Shares46.8K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR INDEX SHS FDS

-59.84%

Shares46.4K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

New

Shares26.6K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

-6.09%

Shares15.6K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

0.07%

Shares52.2K

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR

-1.52%

Shares43.9K

Event2026-03-31

Filed2026-05-08

DELL

DELL TECHNOLOGIES INC

9.65%

Shares12.2K

Event2026-03-31

Filed2026-05-08

STIP

ISHARES TR

New

Shares19.1K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

0.05%

Shares9.5K

Event2026-03-31

Filed2026-05-08

XLB

SELECT SECTOR SPDR TR

New

Shares38.8K

Event2026-03-31

Filed2026-05-08

GLDM

WORLD GOLD TR

New

Shares20.9K

Event2026-03-31

Filed2026-05-08

JPIB

J P MORGAN EXCHANGE TRADED F

-23.75%

Shares40.3K

Event2026-03-31

Filed2026-05-08

SOUTHERN CO

4.37%

Shares20.0K

Event2026-03-31

Filed2026-05-08

GENM

SPINNAKER ETF SERIES

22.79%

Shares186.7K

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP

-15.67%

Shares6.6K

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR

-18.26%

Shares11.7K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

-32.81%

Shares19.2K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

127.93%

Shares8.7K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

6.17%

Shares4.3K

Event2026-03-31

Filed2026-05-08

GOVT

ISHARES TR

0.20%

Shares79.0K

Event2026-03-31

Filed2026-05-08

ITWO

PROSHARES TR

236.72%

Shares44.7K

Event2026-03-31

Filed2026-05-08

SMH

VANECK ETF TRUST

95.57%

Shares4.6K

Event2026-03-31

Filed2026-05-08

XBI

SPDR SERIES TRUST

New

Shares13.8K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

-24.17%

Shares5.4K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

30.50%

Shares17.6K

Event2026-03-31

Filed2026-05-08

SPOT

SPOTIFY TECHNOLOGY S A

-2.38%

Shares3.5K

Event2026-03-31

Filed2026-05-08

PWR

QUANTA SVCS INC

0.16%

Shares3.1K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

New

Shares18.8K

Event2026-03-31

Filed2026-05-08

CASY

CASEYS GEN STORES INC

-15.89%

Shares2.3K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

16.77%

Shares13.2K

Event2026-03-31

Filed2026-05-08

MDYV

SPDR SERIES TRUST

-37.07%

Shares19.1K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

23.36%

Shares17.7K

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP

40.86%

Shares12.6K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

-20.52%

Shares1.2K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

2.50%

Shares10.1K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

7.38%

Shares6.8K

Event2026-03-31

Filed2026-05-08

FLEX

FLEXTRONICS INTL LTD

-6.00%

Shares23.0K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

21.03%

Shares7.7K

Event2026-03-31

Filed2026-05-08

SPIB

SPDR SERIES TRUST

-15.57%

Shares44.7K

Event2026-03-31

Filed2026-05-08

KROGER CO

10.33%

Shares20.3K

Event2026-03-31

Filed2026-05-08

MGC

VANGUARD WORLD FD

7.28%

Shares6.2K

Event2026-03-31

Filed2026-05-08

CATH

GLOBAL X FDS

2.54%

Shares18.5K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

25.02%

Shares1.7K

Event2026-03-31

Filed2026-05-08

FLTR

VANECK ETF TRUST

-10.64%

Shares55.1K

Event2026-03-31

Filed2026-05-08

CAH

CARDINAL HEALTH INC

-3.52%

Shares6.6K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

6.66%

Shares8.3K

Event2026-03-31

Filed2026-05-08

DEERE & CO

11.78%

Shares2.3K

Event2026-03-31

Filed2026-05-08

RSG

REPUBLIC SVCS INC

32.35%

Shares5.9K

Event2026-03-31

Filed2026-05-08

MANH

MANHATTAN ASSOCIATES INC

21.55%

Shares9.6K

Event2026-03-31

Filed2026-05-08

ARKK

ARK ETF TR

New

Shares18.9K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

5.80%

Shares6.5K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

FNDX

SCHWAB STRATEGIC TR

157.03%

Shares44.5K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

2.01%

Shares7.8K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

45.65%

Shares24.6K

Event2026-03-31

Filed2026-05-08

CGBL

CAPITAL GROUP CORE BALANCED

17.86%

Shares35.9K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

0.16%

Shares23.0K

Event2026-03-31

Filed2026-05-08

SPTL

SPDR SERIES TRUST

-27.11%

Shares45.9K

Event2026-03-31

Filed2026-05-08

KMI

KINDER MORGAN INC DEL

-1.40%

Shares36.0K

Event2026-03-31

Filed2026-05-08

FLTB

FIDELITY MERRIMACK STR TR

39.23%

Shares23.9K

Event2026-03-31

Filed2026-05-08

RDDT

REDDIT INC

-11.72%

Shares8.9K

Event2026-03-31

Filed2026-05-08

INDA

ISHARES TR

New

Shares25.4K

Event2026-03-31

Filed2026-05-08

VNT

VONTIER CORPORATION

-16.86%

Shares33.5K

Event2026-03-31

Filed2026-05-08

LNT

ALLIANT ENERGY CORP

1.75%

Shares16.4K

Event2026-03-31

Filed2026-05-08

RTO

RENTOKIL INITIAL PLC

-6.21%

Shares36.8K

Event2026-03-31

Filed2026-05-08

MDYG

SPDR SERIES TRUST

-40.03%

Shares12.0K

Event2026-03-31

Filed2026-05-08

MSI

MOTOROLA SOLUTIONS INC

11.81%

Shares2.7K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

4.36%

Shares41.1K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

22.90%

Shares7.8K

Event2026-03-31

Filed2026-05-08

CGUS

CAPITAL GROUP CORE EQUITY ET

6.93%

Shares29.8K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

0.11%

Shares29.9K

Event2026-03-31

Filed2026-05-08

MDLZ

MONDELEZ INTL INC

5.61%

Shares19.6K

Event2026-03-31

Filed2026-05-08

GILD

GILEAD SCIENCES INC

39.75%

Shares8.0K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

-35.83%

Shares3.1K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

1.49%

Shares10.8K

Event2026-03-31

Filed2026-05-08

XLC

SELECT SECTOR SPDR TR

-44.18%

Shares10.0K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC

30.73%

Shares3.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

New

Shares8.0K

Event2026-03-31

Filed2026-05-08

AEP

AMERICAN ELEC PWR CO INC

7.08%

Shares8.2K

Event2026-03-31

Filed2026-05-08

CPSD

CALAMOS ETF TR

0.00%

Shares41.5K

Event2026-03-31

Filed2026-05-08

CPSN

CALAMOS ETF TR

-0.16%

Shares39.4K

Event2026-03-31

Filed2026-05-08

SYY

SYSCO CORP

-0.51%

Shares14.6K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO

-35.70%

Shares3.4K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

43.60%

Shares6.9K

Event2026-03-31

Filed2026-05-08

SHYG

ISHARES TR

13.28%

Shares23.9K

Event2026-03-31

Filed2026-05-08

CEG

CONSTELLATION ENERGY CORP

106.63%

Shares3.6K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-4.58%

Shares10.3K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER L P

4.94%

Shares50.5K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

-4.93%

Shares1.6K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

19.43%

Shares5.8K

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC

-27.22%

Shares1.8K

Event2026-03-31

Filed2026-05-08

CENCORA INC

-10.62%

Shares3.0K

Event2026-03-31

Filed2026-05-08

SHOP

SHOPIFY INC

56.64%

Shares7.9K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

0.67%

Shares30.2K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

115.86%

Shares6.5K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

-8.64%

Shares2.7K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

-13.83%

Shares7.1K

Event2026-03-31

Filed2026-05-08

PECO

PHILLIPS EDISON & CO INC

New

Shares24.1K

Event2026-03-31

Filed2026-05-08

GVI

ISHARES TR

42.86%

Shares8.4K

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

-27.68%

Shares10.4K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66

-5.03%

Shares4.9K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

6.61%

Shares13.3K

Event2026-03-31

Filed2026-05-08

KJAN

INNOVATOR ETFS TRUST

New

Shares20.8K

Event2026-03-31

Filed2026-05-08

LAMB WESTON HLDGS INC

16.55%

Shares20.5K

Event2026-03-31

Filed2026-05-08

TOUS

T ROWE PRICE ETF INC

253.73%

Shares24.9K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

-66.75%

Shares6.5K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO

-1.22%

Shares3.4K

Event2026-03-31

Filed2026-05-08

AVDE

AMERICAN CENTY ETF TR

-6.25%

Shares9.9K

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC

31.11%

Shares5.2K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

3.45%

Shares6.2K

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC IRELAND

14.72%

Shares4.1K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

New

Shares7.1K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

9.58%

Shares3.3K

Event2026-03-31

Filed2026-05-08

IVT

INVENTRUST PPTYS CORP

New

Shares26.2K

Event2026-03-31

Filed2026-05-08

ALL

ALLSTATE CORP

1.00%

Shares3.8K

Event2026-03-31

Filed2026-05-08

TER

TERADYNE INC

New

Shares2.7K

Event2026-03-31

Filed2026-05-08

TMSL

T ROWE PRICE ETF INC

New

Shares21.4K

Event2026-03-31

Filed2026-05-08

WCMI

FIRST TR EXCHANGE-TRADED FD

27.51%

Shares46.5K

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN

48.18%

Shares3.8K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

-6.79%

Shares3.6K

Event2026-03-31

Filed2026-05-08

TMO

THERMO FISHER SCIENTIFIC INC

56.26%

Shares1.6K

Event2026-03-31

Filed2026-05-08

AON PLC

153.53%

Shares2.4K

Event2026-03-31

Filed2026-05-08

ACWX

ISHARES TR

New

Shares11.2K

Event2026-03-31

Filed2026-05-08

SRE

SEMPRA

8.22%

Shares7.9K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC

-8.45%

Shares2.4K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

-5.82%

Shares8.2K

Event2026-03-31

Filed2026-05-08

DHR

DANAHER CORP DEL

-34.72%

Shares4.0K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

-0.31%

Shares1.9K

Event2026-03-31

Filed2026-05-08

VRSK

VERISK ANALYTICS INC

-25.11%

Shares3.9K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

6.45%

Shares3.6K

Event2026-03-31

Filed2026-05-08

ADM

ARCHER DANIELS MIDLAND CO

-33.92%

Shares10.0K

Event2026-03-31

Filed2026-05-08

CARR

CARRIER GLOBAL CORPORATION

-40.23%

Shares12.8K

Event2026-03-31

Filed2026-05-08

DYNF

BLACKROCK ETF TRUST

New

Shares12.4K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

12.85%

Shares9.0K

Event2026-03-31

Filed2026-05-08

PARKER-HANNIFIN CORP

1.65%

Shares799

Event2026-03-31

Filed2026-05-08

SHV

ISHARES TR

-2.81%

Shares6.4K

Event2026-03-31

Filed2026-05-08

PVAL

PUTNAM ETF TRUST

-5.39%

Shares15.2K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS I

57.96%

Shares2.4K

Event2026-03-31

Filed2026-05-08

COF

CAPITAL ONE FINL CORP

16.72%

Shares3.8K

Event2026-03-31

Filed2026-05-08

FPE

FIRST TR EXCH TRADED FD III

-1.02%

Shares38.9K

Event2026-03-31

Filed2026-05-08

CITIGROUP INC

25.03%

Shares6.1K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-05-08

XLY

SELECT SECTOR SPDR TR

New

Shares6.3K

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL INC

-22.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC

3.00%

Shares5.5K

Event2026-03-31

Filed2026-05-08

SPSB

SPDR SERIES TRUST

-19.60%

Shares22.4K

Event2026-03-31

Filed2026-05-08

BOEING CO

13.12%

Shares3.4K

Event2026-03-31

Filed2026-05-08

EJAN

INNOVATOR ETFS TRUST

New

Shares19.7K

Event2026-03-31

Filed2026-05-08

SGI

SOMNIGROUP INTERNATIONAL INC

209.57%

Shares9.0K

Event2026-03-31

Filed2026-05-08

LINDE PLC

23.98%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VRE

VERIS RESIDENTIAL INC

New

Shares34.9K

Event2026-03-31

Filed2026-05-08

CVNA

CARVANA CO

293.06%

Shares2.1K

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG

New

Shares4.3K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

0.08%

Shares26.2K

Event2026-03-31

Filed2026-05-08

NFJ

VIRTUS DIVIDEND INTEREST & P

5.40%

Shares52.1K

Event2026-03-31

Filed2026-05-08

RIV

RIVERNORTH OPPORTUNITIES FD

-0.88%

Shares59.0K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

27.27%

Shares154

Event2026-03-31

Filed2026-05-08

USB

US BANCORP

-1.73%

Shares12.4K

Event2026-03-31

Filed2026-05-08

BLACKROCK INC

-32.31%

Shares664

Event2026-03-31

Filed2026-05-08

CTAS

CINTAS CORP

20.03%

Shares3.8K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW

-43.79%

Shares22.1K

Event2026-03-31

Filed2026-05-08

HYG

ISHARES TR

-19.26%

Shares8.0K

Event2026-03-31

Filed2026-05-08

BALT

INNOVATOR ETFS TRUST

New

Shares18.9K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

5.85%

Shares1.9K

Event2026-03-31

Filed2026-05-08

VOTE

TCW ETF TRUST

2.16%

Shares8.2K

Event2026-03-31

Filed2026-05-08

TMUS

T-MOBILE US INC

33.94%

Shares2.9K

Event2026-03-31

Filed2026-05-08

PSBD

PALMER SQUARE CAPITAL BDC IN

12.84%

Shares63.4K

Event2026-03-31

Filed2026-05-08

SPLB

SPDR SERIES TRUST

-21.95%

Shares27.4K

Event2026-03-31

Filed2026-05-08

HCA

HCA HEALTHCARE INC

-8.03%

Shares1.3K

Event2026-03-31

Filed2026-05-08

WSM

WILLIAMS SONOMA INC

9.84%

Shares3.2K

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC

-5.44%

Shares2.5K

Event2026-03-31

Filed2026-05-08

NOW

SERVICENOW INC

-5.96%

Shares5.6K

Event2026-03-31

Filed2026-05-08

FIX

COMFORT SYS USA INC

-6.77%

Shares427

Event2026-03-31

Filed2026-05-08

MPWR

MONOLITHIC PWR SYS INC

-41.57%

Shares537

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

22.50%

Shares686

Event2026-03-31

Filed2026-05-08

JPIE

J P MORGAN EXCHANGE TRADED F

-17.35%

Shares12.5K

Event2026-03-31

Filed2026-05-08

KLAC

KLA CORP

2.63%

Shares390

Event2026-03-31

Filed2026-05-08

APG

API GROUP CORP

1.79%

Shares14.1K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.04%

Shares12.2K

Event2026-03-31

Filed2026-05-08

KNSL

KINSALE CAP GROUP INC

6.93%

Shares1.7K

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO

8.31%

Shares9.3K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

5.82%

Shares12.7K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

128.97%

Shares8.0K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

New

Shares3.8K

Event2026-03-31

Filed2026-05-08

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares10.1K

Event2026-03-31

Filed2026-05-08

WEC ENERGY GROUP INC

144.78%

Shares4.7K

Event2026-03-31

Filed2026-05-08

BMAY

INNOVATOR ETFS TRUST

New

Shares12.0K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

20.83%

Shares1.5K

Event2026-03-31

Filed2026-05-08

AME

AMETEK INC

1.93%

Shares2.4K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR

9.53%

Shares5.9K

Event2026-03-31

Filed2026-05-08

DKS

DICKS SPORTING GOODS INC

5.56%

Shares2.6K

Event2026-03-31

Filed2026-05-08

SHEL

SHELL PLC

27.57%

Shares5.5K

Event2026-03-31

Filed2026-05-08

EFV

ISHARES TR

New

Shares6.8K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

14.31%

Shares7.5K

Event2026-03-31

Filed2026-05-08

HUBBELL INC

4.89%

Shares1.0K

Event2026-03-31

Filed2026-05-08

CLH

CLEAN HARBORS INC

-13.53%

Shares1.8K

Event2026-03-31

Filed2026-05-08

SCHW

SCHWAB CHARLES CORP

-51.78%

Shares5.3K

Event2026-03-31

Filed2026-05-08

POCT

INNOVATOR ETFS TRUST

New

Shares11.6K

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE INC

6.69%

Shares2.7K

Event2026-03-31

Filed2026-05-08

AMPH

AMPHASTAR PHARMACEUTICALS IN

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-08

WELL

WELLTOWER INC

4.36%

Shares2.5K

Event2026-03-31

Filed2026-05-08

ICE

INTERCONTINENTAL EXCHANGE IN

27.59%

Shares3.2K

Event2026-03-31

Filed2026-05-08

SNA

SNAP ON INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

2.79%

Shares3.6K

Event2026-03-31

Filed2026-05-08

ECL

ECOLAB INC

-48.76%

Shares1.8K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

-6.18%

Shares2.1K

Event2026-03-31

Filed2026-05-08

UPS

UNITED PARCEL SVCS INC

0.97%

Shares4.9K

Event2026-03-31

Filed2026-05-08

IBKR

INTERACTIVE BROKERS GROUP IN

-43.26%

Shares7.2K

Event2026-03-31

Filed2026-05-08

WSO

WATSCO INC

38.58%

Shares1.3K

Event2026-03-31

Filed2026-05-08

XPO

XPO INC

-20.96%

Shares2.5K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

-8.54%

Shares4.8K

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

115.93%

Shares9.7K

Event2026-03-31

Filed2026-05-08

CSX

CSX CORP

-0.20%

Shares11.5K

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC

-44.28%

Shares6.5K

Event2026-03-31

Filed2026-05-08

LHX

L3HARRIS TECHNOLOGIES INC

-1.40%

Shares1.3K

Event2026-03-31

Filed2026-05-08

MARVELL TECHNOLOGY INC

-52.23%

Shares4.6K

Event2026-03-31

Filed2026-05-08

SNPS

SYNOPSYS INC

167.05%

Shares1.2K

Event2026-03-31

Filed2026-05-08

CRBG

COREBRIDGE FINL INC

0.60%

Shares19.2K

Event2026-03-31

Filed2026-05-08

CSL

CARLISLE COS INC

-15.39%

Shares1.4K

Event2026-03-31

Filed2026-05-08

FTSL

FIRST TR EXCHANGE-TRADED FD

18.01%

Shares10.2K

Event2026-03-31

Filed2026-05-08

SCHZ

SCHWAB STRATEGIC TR

-91.07%

Shares19.5K

Event2026-03-31

Filed2026-05-08

CRSP

CRISPR THERAPEUTICS AG

New

Shares9.5K

Event2026-03-31

Filed2026-05-08

AMT

AMERICAN TOWER CORP

-14.83%

Shares2.6K

Event2026-03-31

Filed2026-05-08

UTHR

UNITED THERAPEUTICS CORP DEL

17.08%

Shares761

Event2026-03-31

Filed2026-05-08

INTU

INTUIT

-50.99%

Shares1.0K

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO

19.18%

Shares5.3K

Event2026-03-31

Filed2026-05-08

SHM

SPDR SERIES TRUST

13.99%

Shares9.4K

Event2026-03-31

Filed2026-05-08

RCL

ROYAL CARIBBEAN GROUP

69.88%

Shares1.6K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

-0.82%

Shares15.3K

Event2026-03-31

Filed2026-05-08

AZO

AUTOZONE INC

15.93%

Shares131

Event2026-03-31

Filed2026-05-08

MPLX

MPLX LP

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-08

DBEF

DBX ETF TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-08

HSIC

SCHEIN HENRY INC

3.66%

Shares6.0K

Event2026-03-31

Filed2026-05-08

SHW

SHERWIN WILLIAMS CO

55.58%

Shares1.4K

Event2026-03-31

Filed2026-05-08

JHG

JANUS HENDERSON GROUP PLC

New

Shares8.5K

Event2026-03-31

Filed2026-05-08

NJAN

INNOVATOR ETFS TRUST

New

Shares8.0K

Event2026-03-31

Filed2026-05-08

JEPQ

J P MORGAN EXCHANGE TRADED F

1.65%

Shares7.7K

Event2026-03-31

Filed2026-05-08

TRV

TRAVELERS COMPANIES INC

2.77%

Shares1.4K

Event2026-03-31

Filed2026-05-08

HWM

HOWMET AEROSPACE INC

11.99%

Shares1.8K

Event2026-03-31

Filed2026-05-08

BLACKSTONE INC

-2.81%

Shares3.6K

Event2026-03-31

Filed2026-05-08

FDVV

FIDELITY COVINGTON TRUST

0.71%

Shares7.6K

Event2026-03-31

Filed2026-05-08

HOOD

ROBINHOOD MKTS INC

New

Shares6.0K

Event2026-03-31

Filed2026-05-08

FBRT

FRANKLIN BSP RLTY TR INC

New

Shares48.9K

Event2026-03-31

Filed2026-05-08

AWK

AMERICAN WTR WKS CO INC NEW

78.92%

Shares3.0K

Event2026-03-31

Filed2026-05-08

ROST

ROSS STORES INC

62.50%

Shares1.9K

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY-CLARK CORP

-45.90%

Shares4.2K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

ARES

ARES MANAGEMENT CORPORATION

-15.96%

Shares3.7K

Event2026-03-31

Filed2026-05-08

RSPE

INVESCO EXCH TRADED FD TR II

0.40%

Shares13.7K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

6.47%

Shares1.2K

Event2026-03-31

Filed2026-05-08

CBRE

CBRE GROUP INC

-2.02%

Shares3.0K

Event2026-03-31

Filed2026-05-08

EVERSOURCE ENERGY

0.05%

Shares5.8K

Event2026-03-31

Filed2026-05-08

SEAGATE TECHNOLOGY HLDNGS PL

2.10%

Shares1.0K

Event2026-03-31

Filed2026-05-08

IXUS

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

-3.88%

Shares15.9K

Event2026-03-31

Filed2026-05-08

SKYY

FIRST TR EXCHANGE-TRADED FD

53.73%

Shares3.6K

Event2026-03-31

Filed2026-05-08

ASA

ASA GOLD AND PRECIOUS MTLS L

-26.10%

Shares6.3K

Event2026-03-31

Filed2026-05-08

RSPT

INVESCO EXCHANGE TRADED FD T

-0.28%

Shares8.6K

Event2026-03-31

Filed2026-05-08

PRU

PRUDENTIAL FINL INC

12.19%

Shares4.0K

Event2026-03-31

Filed2026-05-08

ESCA

ESCALADE INC

New

Shares22.6K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

-20.62%

Shares6.8K

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP

-6.22%

Shares3.3K

Event2026-03-31

Filed2026-05-08

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares3.9K

Event2026-03-31

Filed2026-05-08

NTLA

INTELLIA THERAPEUTICS INC

New

Shares30.0K

Event2026-03-31

Filed2026-05-08

RWK

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08

ORI

OLD REP INTL CORP

New

Shares9.6K

Event2026-03-31

Filed2026-05-08

ETR

ENTERGY CORP NEW

15.48%

Shares3.4K

Event2026-03-31

Filed2026-05-08

WDC

WESTERN DIGITAL CORP

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

EXC

EXELON CORP

New

Shares7.7K

Event2026-03-31

Filed2026-05-08

MLM

MARTIN MARIETTA MATLS INC

4.55%

Shares644

Event2026-03-31

Filed2026-05-08

RWJ

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-08

VIOO

VANGUARD ADMIRAL FDS INC

-1.15%

Shares3.3K

Event2026-03-31

Filed2026-05-08

VIS

VANGUARD WORLD FD

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

PLD

PROLOGIS INC.

16.44%

Shares2.8K

Event2026-03-31

Filed2026-05-08

UAL

UNITED AIRLS HLDGS INC

-0.44%

Shares4.0K

Event2026-03-31

Filed2026-05-08

MSTR

STRATEGY INC

45.28%

Shares3.0K

Event2026-03-31

Filed2026-05-08

IAUM

ISHARES GOLD TR

New

Shares8.0K

Event2026-03-31

Filed2026-05-08

DAL

DELTA AIR LINES INC

25.29%

Shares5.6K

Event2026-03-31

Filed2026-05-08

DFAX

DIMENSIONAL ETF TRUST

8.31%

Shares10.9K

Event2026-03-31

Filed2026-05-08

BRO

BROWN & BROWN INC

4.01%

Shares5.7K

Event2026-03-31

Filed2026-05-08

PJUL

INNOVATOR ETFS TRUST

New

Shares8.0K

Event2026-03-31

Filed2026-05-08

NOCT

INNOVATOR ETFS TRUST

New

Shares6.5K

Event2026-03-31

Filed2026-05-08

DOMINION ENERGY INC

19.32%

Shares5.9K

Event2026-03-31

Filed2026-05-08

BTI

BRITISH AMERN TOB PLC

New

Shares6.2K

Event2026-03-31

Filed2026-05-08

IJAN

INNOVATOR ETFS TRUST

New

Shares10.0K

Event2026-03-31

Filed2026-05-08

HYS

PIMCO ETF TR

-2.06%

Shares3.9K

Event2026-03-31

Filed2026-05-08

HTO

H2O AMERICA

New

Shares6.2K

Event2026-03-31

Filed2026-05-08

DGX

QUEST DIAGNOSTICS INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

TSPA

T ROWE PRICE ETF INC

New

Shares8.7K

Event2026-03-31

Filed2026-05-08

WBD

WARNER BROS DISCOVERY INC

11.31%

Shares13.0K

Event2026-03-31

Filed2026-05-08

MMM

3M CO

-6.70%

Shares2.5K

Event2026-03-31

Filed2026-05-08

PJAN

INNOVATOR ETFS TRUST

New

Shares7.7K

Event2026-03-31

Filed2026-05-08

EMD

WESTERN ASSET EMERGING MKTS

0.00%

Shares36.2K

Event2026-03-31

Filed2026-05-08

IUSB

ISHARES TR

New

Shares7.6K

Event2026-03-31

Filed2026-05-08

PSTL

POSTAL REALTY TRUST INC

New

Shares18.8K

Event2026-03-31

Filed2026-05-08

CEFS

EXCHANGE LISTED FDS TR

-37.68%

Shares15.5K

Event2026-03-31

Filed2026-05-08

CDNS

CADENCE DESIGN SYSTEM INC

-56.40%

Shares1.3K

Event2026-03-31

Filed2026-05-08

RB GLOBAL INC

-50.57%

Shares3.6K

Event2026-03-31

Filed2026-05-08

PWRD

TCW ETF TRUST

-2.73%

Shares3.5K

Event2026-03-31

Filed2026-05-08

EPR

EPR PPTYS

New

Shares6.9K

Event2026-03-31

Filed2026-05-08

HIG

HARTFORD INSURANCE GROUP INC

12.91%

Shares2.5K

Event2026-03-31

Filed2026-05-08

ASTRAZENECA PLC

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP

-56.03%

Shares1.7K

Event2026-03-31

Filed2026-05-08

PRMB

PRIMO BRANDS CORPORATION

8.77%

Shares17.7K

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

-9.47%

Shares4.0K

Event2026-03-31

Filed2026-05-08

WHG

WESTWOOD HLDGS GROUP INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-08

ANTERO MIDSTREAM CORP

0.04%

Shares14.4K

Event2026-03-31

Filed2026-05-08

EOG

EOG RES INC

9.17%

Shares2.3K

Event2026-03-31

Filed2026-05-08

IOCT

INNOVATOR ETFS TRUST

New

Shares9.3K

Event2026-03-31

Filed2026-05-08

REALTY INCOME CORP

New

Shares5.3K

Event2026-03-31

Filed2026-05-08

KAPR

INNOVATOR ETFS TRUST

New

Shares8.9K

Event2026-03-31

Filed2026-05-08

MLI

MUELLER INDS INC

1.30%

Shares2.9K

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP

-58.75%

Shares1.3K

Event2026-03-31

Filed2026-05-08

ROK

ROCKWELL AUTOMATION INC

-3.78%

Shares866

Event2026-03-31

Filed2026-05-08

TGT

TARGET CORP

-14.48%

Shares2.6K

Event2026-03-31

Filed2026-05-08

NTRS

NORTHERN TR CORP

-14.91%

Shares2.2K

Event2026-03-31

Filed2026-05-08

BHB

BAR HBR BANKSHARES

New

Shares9.5K

Event2026-03-31

Filed2026-05-08

KKR & CO INC

-58.90%

Shares3.3K

Event2026-03-31

Filed2026-05-08

SCHM

SCHWAB STRATEGIC TR

-2.47%

Shares9.9K

Event2026-03-31

Filed2026-05-08

GRID

FIRST TR EXCHANGE-TRADED FD

6.53%

Shares1.9K

Event2026-03-31

Filed2026-05-08

ACGL

ARCH CAP GROUP LTD

7.91%

Shares3.2K

Event2026-03-31

Filed2026-05-08

BDX

BECTON DICKINSON & CO

10.91%

Shares1.9K

Event2026-03-31

Filed2026-05-08

BITB

BITWISE BITCOIN ETF TR

New

Shares8.2K

Event2026-03-31

Filed2026-05-08

XHR

XENIA HOTELS & RESORTS INC

New

Shares20.2K

Event2026-03-31

Filed2026-05-08

MET

METLIFE INC

5.17%

Shares4.2K

Event2026-03-31

Filed2026-05-08

XTEN

BONDBLOXX ETF TRUST

New

Shares6.5K

Event2026-03-31

Filed2026-05-08

AJG

GALLAGHER ARTHUR J & CO

-63.57%

Shares1.4K

Event2026-03-31

Filed2026-05-08

OMC

OMNICOM GROUP INC

-71.61%

Shares4.0K

Event2026-03-31

Filed2026-05-08

KOCT

INNOVATOR ETFS TRUST

New

Shares8.7K

Event2026-03-31

Filed2026-05-08

KJUL

INNOVATOR ETFS TRUST

New

Shares9.2K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

-52.88%

Shares3.7K

Event2026-03-31

Filed2026-05-08

BOH

BANK HAWAII CORP

New

Shares3.9K

Event2026-03-31

Filed2026-05-08

TRANE TECHNOLOGIES PLC

4.98%

Shares696

Event2026-03-31

Filed2026-05-08

SARO

STANDARDAERO INC

21.79%

Shares11.2K

Event2026-03-31

Filed2026-05-08

SHLD

GLOBAL X FDS

New

Shares4.1K

Event2026-03-31

Filed2026-05-08

SLB

SLB LIMITED

-6.51%

Shares5.6K

Event2026-03-31

Filed2026-05-08

WAB

WABTEC

-73.54%

Shares1.1K

Event2026-03-31

Filed2026-05-08

MSM

MSC INDL DIRECT INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-08

BCSF

BAIN CAP SPECIALTY FIN INC

3.42%

Shares23.1K

Event2026-03-31

Filed2026-05-08

LNG

CHENIERE ENERGY INC

-2.52%

Shares1.0K

Event2026-03-31

Filed2026-05-08

IBDV

ISHARES TR

-4.82%

Shares13.0K

Event2026-03-31

Filed2026-05-08

BUCK

SIMPLIFY EXCHANGE TRADED FUN

34.13%

Shares12.1K

Event2026-03-31

Filed2026-05-08

SPGI

S&P GLOBAL INC

5.06%

Shares664

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares5.2K

Event2026-03-31

Filed2026-05-08

IBDS

ISHARES TR

-33.84%

Shares11.6K

Event2026-03-31

Filed2026-05-08

BAI

BLACKROCK ETF TRUST

New

Shares8.5K

Event2026-03-31

Filed2026-05-08

IBTG

ISHARES TR

-14.62%

Shares12.2K

Event2026-03-31

Filed2026-05-08

CMG

CHIPOTLE MEXICAN GRILL INC

31.24%

Shares8.7K

Event2026-03-31

Filed2026-05-08

IRM

IRON MTN INC DEL

New

Shares2.7K

Event2026-03-31

Filed2026-05-08

CLIP

GLOBAL X FDS

-99.23%

Shares2.7K

Event2026-03-31

Filed2026-05-08

GENT

SPINNAKER ETF SERIES

80.83%

Shares26.8K

Event2026-03-31

Filed2026-05-08

IBIT

ISHARES BITCOIN TRUST ETF

74.91%

Shares7.1K

Event2026-03-31

Filed2026-05-08

VLO

VALERO ENERGY CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

18.59%

Shares3.0K

Event2026-03-31

Filed2026-05-08

GBTC

GRAYSCALE BITCOIN TRUST ETF

68.06%

Shares5.2K

Event2026-03-31

Filed2026-05-08

DDOG

DATADOG INC

-55.83%

Shares2.3K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

0.26%

Shares3.8K

Event2026-03-31

Filed2026-05-08

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

SGC

SUPERIOR GROUP OF CO INC

New

Shares26.5K

Event2026-03-31

Filed2026-05-08

PMAY

INNOVATOR ETFS TRUST

New

Shares6.7K

Event2026-03-31

Filed2026-05-08

FICO

FAIR ISAAC CORP

31.41%

Shares251

Event2026-03-31

Filed2026-05-08

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

DEO

DIAGEO PLC

-0.44%

Shares3.6K

Event2026-03-31

Filed2026-05-08

VST

VISTRA CORP

13.09%

Shares1.8K

Event2026-03-31

Filed2026-05-08

THC

TENET HEALTHCARE CORP

-16.13%

Shares1.4K

Event2026-03-31

Filed2026-05-08

AGILENT TECHNOLOGIES INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

New

Shares3.5K

Event2026-03-31

Filed2026-05-08

CPRJ

CALAMOS ETF TR

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-08

PAVE

GLOBAL X FDS

New

Shares5.1K

Event2026-03-31

Filed2026-05-08

MNST

MONSTER BEVERAGE CORP NEW

-12.03%

Shares3.6K

Event2026-03-31

Filed2026-05-08

SAP

SAP SE

New

Shares1.5K

Event2026-03-31

Filed2026-05-08

NET

CLOUDFLARE INC

-7.07%

Shares1.2K

Event2026-03-31

Filed2026-05-08

THRO

BLACKROCK ETF TRUST

New

Shares7.1K

Event2026-03-31

Filed2026-05-08

MMC

MARSH & MCLENNAN COS INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-08

FNK

FIRST TR EXCHANGE-TRADED ALP

New

Shares4.5K

Event2026-03-31

Filed2026-05-08

LECO

LINCOLN ELEC HLDGS INC

-2.10%

Shares1.0K

Event2026-03-31

Filed2026-05-08

DRI

DARDEN RESTAURANTS INC

18.72%

Shares1.3K

Event2026-03-31

Filed2026-05-08

FERGUSON ENTERPRISES INC

3.61%

Shares1.1K

Event2026-03-31

Filed2026-05-08

ETFS GOLD TR

-24.91%

Shares5.7K

Event2026-03-31

Filed2026-05-08

MUNI

PIMCO ETF TR

11.68%

Shares4.8K

Event2026-03-31

Filed2026-05-08

IJUL

INNOVATOR ETFS TRUST

New

Shares7.4K

Event2026-03-31

Filed2026-05-08

BFH

BREAD FINANCIAL HOLDINGS INC

-12.01%

Shares3.3K

Event2026-03-31

Filed2026-05-08

UNILEVER PLC

New

Shares4.3K

Event2026-03-31

Filed2026-05-08

MBB

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-08

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-08

OVV

OVINTIV INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-08

MOV

MOVADO GROUP INC

New

Shares9.9K

Event2026-03-31

Filed2026-05-08

CFG

CITIZENS FINL GROUP INC

0.75%

Shares4.0K

Event2026-03-31

Filed2026-05-08

CRWV

COREWEAVE INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-08

IBDU

ISHARES TR

New

Shares10.3K

Event2026-03-31

Filed2026-05-08

EPM

EVOLUTION PETE CORP

New

Shares52.4K

Event2026-03-31

Filed2026-05-08

FNY

FIRST TR EXCHANGE-TRADED ALP

New

Shares2.6K

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP

21.47%

Shares3.3K

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC

-16.92%

Shares4.5K

Event2026-03-31

Filed2026-05-08

PAYX

PAYCHEX INC

19.72%

Shares2.6K

Event2026-03-31

Filed2026-05-08

LITE

LUMENTUM HLDGS INC

New

Shares335

Event2026-03-31

Filed2026-05-08

BROADRIDGE FINL SOLUTIONS IN

15.16%

Shares1.4K

Event2026-03-31

Filed2026-05-08

EQT CORP

New

Shares3.7K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

9.78%

Shares2.2K

Event2026-03-31

Filed2026-05-08

ATI

ATI INC

-9.38%

Shares1.6K

Event2026-03-31

Filed2026-05-08

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares758

Event2026-03-31

Filed2026-05-08

Call Option Holdings

MU Call CallMICRON TECHNOLOGY INC300 shares0.00%2026-03-312026-05-08

COST Call CallCOSTCO WHOLESALE CORPORATION300 shares0.00%2026-03-312026-05-08

AAPL Call CallAPPLE INC100 shares-99.12%2026-03-312026-05-08

MU Call

MICRON TECHNOLOGY INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-08

COST Call

COSTCO WHOLESALE CORPORATION

0.00%

Shares300

Event2026-03-31

Filed2026-05-08

AAPL Call

APPLE INC

-99.12%

Shares100

Event2026-03-31

Filed2026-05-08

Put Option Holdings

JNJ Put PutJOHNSON & JOHNSON23.6K shares-9.58%2026-03-312026-05-08

JNJ Put

JOHNSON & JOHNSON

-9.58%

Shares23.6K

Event2026-03-31

Filed2026-05-08