Sponsored

The Analysis of Advisor Resource Council's Holdings & P&L

Currently, Advisor Resource Council holds 228 types of securities in its portfolio with a total value $252.9M. In the most recent quarter, they have increased their positions in VEA (+18.4K shares, valued at $1.2M), PDBC (+67.5K shares, valued at $1.2M), BILS (+10.5K shares, valued at $1.0M); decreased their positions in SPY (-10.1K shares, valued at $6.6M), N/A (-12.5K shares, valued at $2.4M), IWB (-6.4K shares, valued at $2.3M); initiated new positions in VEA (+18.4K shares, valued at $1.2M), PDBC (+67.5K shares, valued at $1.2M), FXU (+10.5K shares, valued at $522.2K).

1M P&L

+10.9M+4.67%

3M P&L

+15.9M+6.94%

HY P&L

+28.9M+13.36%

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/A151.4M

68.0%

2Semiconductors10.7M

4.8%

3Consumer Electronics6.9M

3.1%

Top Industries by Stock Count

1N/A113 stocks

55.1%

2Oil & Gas Midstream9 stocks

4.4%

3Semiconductors7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T76.6K shares-11.66%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T67.3K shares-15.70%2026-03-312026-05-07

AAPL APPLE INC27.3K shares-1.26%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO17.7K shares-4.73%2026-03-312026-05-07

BUFR FIRST TR EXCHNG TRADED FD VI151.6K shares-7.75%2026-03-312026-05-07

NVDA NVIDIA CORPORATION26.9K shares7.00%2026-03-312026-05-07

GLD SPDR GOLD TR10.2K shares-7.02%2026-03-312026-05-07

XLK SELECT SECTOR SPDR TR30.8K shares4.77%2026-03-312026-05-07

Sponsored

BILS SPDR SERIES TRUST39.6K shares36.07%2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR73.5K shares-1.85%2026-03-312026-05-07

EWJ ISHARES INC42.8K shares-20.09%2026-03-312026-05-07

MSFT MICROSOFT CORP7.9K shares11.39%2026-03-312026-05-07

IWM ISHARES TR10.5K shares-5.98%2026-03-312026-05-07

XLY SELECT SECTOR SPDR TR23.2K shares-2.97%2026-03-312026-05-07

AMZN AMAZON COM INC12.0K shares-1.43%2026-03-312026-05-07

SPTS SPDR SERIES TRUST83.9K shares-6.66%2026-03-312026-05-07

Sponsored

XLP SELECT SECTOR SPDR TR29.1K shares-7.02%2026-03-312026-05-07

ALPHABET INC ALPHABET INC7.9K shares4.83%2026-03-312026-05-07

MLPX GLOBAL X FDS30.1K shares2.73%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.5K shares3.51%2026-03-312026-05-07

WTV WISDOMTREE TR22.1K shares2.09%2026-03-312026-05-07

SRE SEMPRA21.2K shares-10.11%2026-03-312026-05-07

LITE LUMENTUM HLDGS INC2.6K shares-2.40%2026-03-312026-05-07

SPMD SPDR SERIES TRUST27.5K shares1.53%2026-03-312026-05-07

Sponsored

IWB ISHARES TR4.5K shares-58.48%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC4.8K shares1.36%2026-03-312026-05-07

AVUV AMERICAN CENTY ETF TR14.2K shares3.58%2026-03-312026-05-07

MU MICRON TECHNOLOGY INC4.6K shares3.70%2026-03-312026-05-07

PAVE GLOBAL X FDS30.1K shares5.90%2026-03-312026-05-07

BROADCOM INC BROADCOM INC4.9K shares-6.50%2026-03-312026-05-07

XLC SELECT SECTOR SPDR TR13.3K shares-3.23%2026-03-312026-05-07

XLE SELECT SECTOR SPDR TR22.0K shares37.55%2026-03-312026-05-07

Sponsored

SPAB SPDR SERIES TRUST51.4K shares14.44%2026-03-312026-05-07

WMT WALMART INC10.6K shares-4.52%2026-03-312026-05-07

SPYM SPDR SERIES TRUST17.0K shares-22.98%2026-03-312026-05-07

TSLA TESLA INC3.5K shares4.71%2026-03-312026-05-07

AUSF GLOBAL X FDS26.5K shares2.38%2026-03-312026-05-07

XLV SELECT SECTOR SPDR TR8.3K shares-17.31%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS18.4K sharesnew addition2026-03-312026-05-07

PDBC INVESCO ACTVELY MNGD ETC FD67.5K sharesnew addition2026-03-312026-05-07

Sponsored

DIA STATE STR SPDR DOW JONES IND2.5K shares-9.78%2026-03-312026-05-07

GLDM WORLD GOLD TR12.0K shares-21.85%2026-03-312026-05-07

SPBO SPDR SERIES TRUST38.0K shares17.71%2026-03-312026-05-07

V VISA INC3.6K shares1.90%2026-03-312026-05-07

PWR QUANTA SVCS INC2.0K shares5.21%2026-03-312026-05-07

PTLC PACER FDS TR20.3K shares-22.46%2026-03-312026-05-07

STIP ISHARES TR10.1K shares66.27%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS4.8K shares0.00%2026-03-312026-05-07

Sponsored

EPD ENTERPRISE PRODS PARTNERS L27.0K shares0.16%2026-03-312026-05-07

TGT TARGET CORP8.4K shares0.52%2026-03-312026-05-07

BIL SPDR SERIES TRUST11.0K shares148.80%2026-03-312026-05-07

PNC PNC FINL SVCS GROUP INC4.8K shares0.33%2026-03-312026-05-07

PLD PROLOGIS INC.7.5K shares0.03%2026-03-312026-05-07

PEP PEPSICO INC6.4K shares-0.50%2026-03-312026-05-07

IWR ISHARES TR10.1K shares0.00%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC8.2K shares4.95%2026-03-312026-05-07

Sponsored

ISHARES GOLD TR ISHARES GOLD TR11.0K shares0.01%2026-03-312026-05-07

USMV ISHARES TR10.2K shares-10.24%2026-03-312026-05-07

EMR EMERSON ELEC CO7.0K shares0.34%2026-03-312026-05-07

JHSC JOHN HANCOCK EXCHANGE TRADED21.1K shares74.28%2026-03-312026-05-07

META META PLATFORMS INC1.6K shares0.51%2026-03-312026-05-07

SCHW SCHWAB CHARLES CORP9.5K shares-0.80%2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC7.8K shares12.68%2026-03-312026-05-07

SPSB SPDR SERIES TRUST29.1K shares23.73%2026-03-312026-05-07

Sponsored

IGV ISHARES TR10.9K shares6.80%2026-03-312026-05-07

AMGN AMGEN INC2.5K shares1.06%2026-03-312026-05-07

SCHX SCHWAB STRATEGIC TR33.5K shares0.08%2026-03-312026-05-07

XOM EXXON MOBIL CORP5.0K shares-9.25%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR1.5K shares-18.82%2026-03-312026-05-07

MEDTRONIC PLC MEDTRONIC PLC9.8K shares-2.01%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC2.4K shares-1.04%2026-03-312026-05-07

SPYG SPDR SERIES TRUST8.7K shares10.00%2026-03-312026-05-07

Sponsored

ADI ANALOG DEVICES INC2.6K shares4.60%2026-03-312026-05-07

ALPHABET INC ALPHABET INC2.8K shares-16.14%2026-03-312026-05-07

PTNQ PACER FDS TR11.1K shares-22.93%2026-03-312026-05-07

NXPI NXP SEMICONDUCTORS N V4.1K shares0.47%2026-03-312026-05-07

BBP ETFIS SER TR I9.6K shares6.99%2026-03-312026-05-07

MCK MCKESSON CORP917 shares4.80%2026-03-312026-05-07

SFLR INNOVATOR ETFS TRUST22.3K shares-68.01%2026-03-312026-05-07

ABBV ABBVIE INC3.6K shares1.03%2026-03-312026-05-07

Sponsored

JPST J P MORGAN EXCHANGE TRADED F15.3K shares44.55%2026-03-312026-05-07

RPRX ROYALTY PHARMA PLC15.9K shares4.95%2026-03-312026-05-07

PICK ISHARES INC13.1K shares9.37%2026-03-312026-05-07

QCOM QUALCOMM INC5.7K shares-0.40%2026-03-312026-05-07

WTMF WISDOMTREE TR18.5K shares19.64%2026-03-312026-05-07

VGK VANGUARD INTL EQUITY INDEX F8.9K shares19.59%2026-03-312026-05-07

MMSC FIRST TR EXCHNG TRADED FD VI29.8K shares79.15%2026-03-312026-05-07

CRS CARPENTER TECHNOLOGY CORP1.8K shares4.69%2026-03-312026-05-07

Sponsored

BLACKROCK INC BLACKROCK INC722 shares-0.69%2026-03-312026-05-07

IVOG VANGUARD ADMIRAL FDS INC5.5K shares2.86%2026-03-312026-05-07

CLH CLEAN HARBORS INC2.4K shares3.97%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS2.8K shares7.99%2026-03-312026-05-07

SMH VANECK ETF TRUST1.7K shares28.29%2026-03-312026-05-07

RDVY FIRST TR EXCHANGE TRADED FD9.7K shares-49.36%2026-03-312026-05-07

SPSM SPDR SERIES TRUST13.6K shares1.17%2026-03-312026-05-07

ALLE ALLEGION PLC4.4K shares-1.90%2026-03-312026-05-07

Sponsored

PG PROCTER & GAMBLE CO4.3K shares6.28%2026-03-312026-05-07

CDX SIMPLIFY EXCHANGE TRADED FUN29.3K shares6.48%2026-03-312026-05-07

AMT AMERICAN TOWER CORP3.6K shares-3.86%2026-03-312026-05-07

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II8.5K shares2.64%2026-03-312026-05-07

CGBL CAPITAL GROUP CORE BALANCED18.0K shares-24.81%2026-03-312026-05-07

WMB WILLIAMS COS INC8.5K shares-3.08%2026-03-312026-05-07

GNTX GENTEX CORP27.9K shares-1.15%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION610 shares3.57%2026-03-312026-05-07

Sponsored

KBWB INVESCO EXCH TRADED FD TR II7.5K shares-22.73%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR19.2K shares2.53%2026-03-312026-05-07

USFR WISDOMTREE TR11.7K shares25.14%2026-03-312026-05-07

SPYD SPDR SERIES TRUST12.8K shares17.01%2026-03-312026-05-07

MBB ISHARES TR6.0K shares-0.71%2026-03-312026-05-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.9K shares1.46%2026-03-312026-05-07

FLRN SPDR SERIES TRUST18.1K shares18.34%2026-03-312026-05-07

SDCI USCF ETF TR20.2K shares5.37%2026-03-312026-05-07

Sponsored

BWXT BWX TECHNOLOGIES INC2.7K shares4.66%2026-03-312026-05-07

MNA NEW YORK LIFE INVESTMENTS ET15.0K shares7.55%2026-03-312026-05-07

LAD LITHIA MTRS INC2.2K shares-1.84%2026-03-312026-05-07

ATR APTARGROUP INC4.3K shares0.33%2026-03-312026-05-07

MAGS LISTED FDS TR9.2K shares5.21%2026-03-312026-05-07

FXU FIRST TR EXCHANGE-TRADED FD10.5K sharesnew addition2026-03-312026-05-07

ESI ELEMENT SOLUTIONS INC15.2K shares3.96%2026-03-312026-05-07

SPTL SPDR SERIES TRUST19.6K shares10.53%2026-03-312026-05-07

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC4.1K shares-0.10%2026-03-312026-05-07

SLYG SPDR SERIES TRUST5.2K shares-1.97%2026-03-312026-05-07

VTI VANGUARD INDEX FDS1.6K shares36.67%2026-03-312026-05-07

FTAI AVIATION LTD FTAI AVIATION LTD2.0K shares6.94%2026-03-312026-05-07

HIG HARTFORD INSURANCE GROUP INC3.7K shares6.30%2026-03-312026-05-07

GTLS CHART INDS INC2.4K shares5.61%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS6.0K shares-9.03%2026-03-312026-05-07

EXPE EXPEDIA GROUP INC2.1K shares-5.35%2026-03-312026-05-07

Sponsored

PANW PALO ALTO NETWORKS INC3.1K shares9.18%2026-03-312026-05-07

FXI ISHARES TR13.4K shares-9.52%2026-03-312026-05-07

SCHO SCHWAB STRATEGIC TR19.8K shares20.90%2026-03-312026-05-07

JEPQ J P MORGAN EXCHANGE TRADED F8.6K shares-19.34%2026-03-312026-05-07

PAAA PGIM ETF TR9.2K shares-59.56%2026-03-312026-05-07

BUFF INNOVATOR ETFS TRUST9.4K shares-63.92%2026-03-312026-05-07

IYH ISHARES TR7.4K sharesnew addition2026-03-312026-05-07

MINT PIMCO ETF TR4.4K shares43.23%2026-03-312026-05-07

Sponsored

T AT&T INC15.2K shares-0.26%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F8.1K shares-74.77%2026-03-312026-05-07

LPLA LPL FINL HLDGS INC1.4K sharesnew addition2026-03-312026-05-07

SMTC SEMTECH CORP5.5K shares2.78%2026-03-312026-05-07

FMAY FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS687 shares-0.72%2026-03-312026-05-07

CGNX COGNEX CORP8.4K shares4.37%2026-03-312026-05-07

ILF ISHARES TR11.4K shares2.85%2026-03-312026-05-07

Sponsored

CRM SALESFORCE INC2.1K shares6.41%2026-03-312026-05-07

CGGR CAPITAL GROUP GROWTH ETF9.8K shares3.64%2026-03-312026-05-07

HD HOME DEPOT INC1.2K shares0.25%2026-03-312026-05-07

ITT INC ITT INC2.0K shares4.10%2026-03-312026-05-07

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD29.8K shares0.00%2026-03-312026-05-07

PYLD PIMCO ETF TR14.2K shares-21.89%2026-03-312026-05-07

BKAG BNY MELLON ETF TRUST8.6K shares0.64%2026-03-312026-05-07

TJX TJX COS INC NEW2.3K shares7.07%2026-03-312026-05-07

Sponsored

ADT ADT INC DEL54.4K shares7.39%2026-03-312026-05-07

CFR CULLEN FROST BANKERS INC2.6K shares5.34%2026-03-312026-05-07

EWBC EAST WEST BANCORP INC3.3K shares4.36%2026-03-312026-05-07

MINO PIMCO ETF TR7.9K shares-16.54%2026-03-312026-05-07

LLY ELI LILLY & CO380 shares2.15%2026-03-312026-05-07

SUB ISHARES TR3.3K sharesnew addition2026-03-312026-05-07

OMC OMNICOM GROUP INC4.6K shares0.59%2026-03-312026-05-07

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW3.3K shares4.23%2026-03-312026-05-07

Sponsored

KO COCA COLA CO4.5K shares-36.57%2026-03-312026-05-07

ENB ENBRIDGE INC6.2K shares0.00%2026-03-312026-05-07

CTA SIMPLIFY EXCHANGE TRADED FUN11.0K shares21.03%2026-03-312026-05-07

MPLX MPLX LP5.8K shares0.00%2026-03-312026-05-07

DBMF LITMAN GREGORY FDS TR10.8K shares-3.37%2026-03-312026-05-07

AN AUTONATION INC1.7K shares4.84%2026-03-312026-05-07

QQQM INVESCO EXCH TRADED FD TR II1.4K shares-64.58%2026-03-312026-05-07

AAAU GOLDMAN SACHS PHYSICAL GOLD6.9K shares0.00%2026-03-312026-05-07

Sponsored

SPMO INVESCO EXCH TRADED FD TR II2.8K shares-70.69%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.7K shares0.00%2026-03-312026-05-07

SCHI SCHWAB STRATEGIC TR13.6K shares0.54%2026-03-312026-05-07

GLOB GLOBANT S A6.7K shares14.59%2026-03-312026-05-07

ROST ROSS STORES INC1.4K shares7.33%2026-03-312026-05-07

SPTI SPDR SERIES TRUST10.6K shares8.04%2026-03-312026-05-07

IBKR INTERACTIVE BROKERS GROUP IN4.5K shares-2.17%2026-03-312026-05-07

COWZ PACER FDS TR4.8K shares-31.13%2026-03-312026-05-07

Sponsored

EPS WISDOMTREE TR4.4K shares-47.00%2026-03-312026-05-07

FLQM FRANKLIN TEMPLETON ETF TR5.3K shares-8.82%2026-03-312026-05-07

PEGA PEGASYSTEMS INC6.8K shares17.46%2026-03-312026-05-07

SNPS SYNOPSYS INC727 shares8.18%2026-03-312026-05-07

ULST SSGA ACTIVE ETF TR7.1K sharesnew addition2026-03-312026-05-07

CROX CROCS INC3.5K shares5.46%2026-03-312026-05-07

DXJ WISDOMTREE TR1.8K shares1.86%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC1.9K shares2.09%2026-03-312026-05-07

Sponsored

SCCO SOUTHERN COPPER CORP1.6K shares2.86%2026-03-312026-05-07

XLB SELECT SECTOR SPDR TR5.5K sharesnew addition2026-03-312026-05-07

SJNK SPDR SERIES TRUST10.7K shares16.54%2026-03-312026-05-07

MA MASTERCARD INCORPORATED526 shares-3.66%2026-03-312026-05-07

VTWG VANGUARD SCOTTSDALE FDS1.1K shares10.53%2026-03-312026-05-07

CLF CLEVELAND-CLIFFS INC NEW30.6K shares8.19%2026-03-312026-05-07

AXGN AXOGEN INC7.6K shares7.47%2026-03-312026-05-07

KLAC KLA CORP170 shares0.00%2026-03-312026-05-07

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F4.4K shares-28.04%2026-03-312026-05-07

BOXX EA SERIES TRUST2.1K shares18.35%2026-03-312026-05-07

VST VISTRA CORP1.6K shares2.55%2026-03-312026-05-07

ET ENERGY TRANSFER L P12.2K shares-0.75%2026-03-312026-05-07

CGGO CAPITAL GROUP GBL GROWTH EQT7.0K shares-18.28%2026-03-312026-05-07

SPYV SPDR SERIES TRUST4.1K shares7.53%2026-03-312026-05-07

SPTM SPDR SERIES TRUST2.9K shares-3.90%2026-03-312026-05-07

TRGP TARGA RES CORP917 sharesnew addition2026-03-312026-05-07

Sponsored

CGGE CAPITAL GROUP GLOBAL EQUITY7.5K shares-50.57%2026-03-312026-05-07

AOD ABRDN TOTAL DYNAMIC DIVIDEND24.9K shares-8.61%2026-03-312026-05-07

GEV GE VERNOVA INC261 sharesnew addition2026-03-312026-05-07

SPHY SPDR SERIES TRUST9.7K shares0.94%2026-03-312026-05-07

FTCS FIRST TR EXCHANGE-TRADED FD2.4K sharesnew addition2026-03-312026-05-07

RIOT RIOT PLATFORMS INC18.0K shares0.00%2026-03-312026-05-07

BTI BRITISH AMERN TOB PLC3.8K shares0.42%2026-03-312026-05-07

EWY ISHARES INC1.8K shares-16.22%2026-03-312026-05-07

Sponsored

AMAT APPLIED MATLS INC641 sharesnew addition2026-03-312026-05-07

HEGD LISTED FDS TR8.8K shares-38.96%2026-03-312026-05-07

TFLO ISHARES TR4.3K shares0.00%2026-03-312026-05-07

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-05-07

FLMI FRANKLIN TEMPLETON ETF TR8.6K shares-15.93%2026-03-312026-05-07

MO ALTRIA GROUP INC3.2K sharesnew addition2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP986 shares-1.40%2026-03-312026-05-07

PAGP PLAINS GP HLDGS L P8.7K sharesnew addition2026-03-312026-05-07

Sponsored

NEM NEWMONT CORP1.9K sharesnew addition2026-03-312026-05-07

FYC FIRST TR EXCHANGE-TRADED ALP2.2K shares-53.59%2026-03-312026-05-07

VOX VANGUARD WORLD FD1.2K shares3.00%2026-03-312026-05-07

VTWO VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2026-03-312026-05-07

WES WESTERN MIDSTREAM PARTNERS L5.1K shares0.00%2026-03-312026-05-07

KMI KINDER MORGAN INC DEL6.2K sharesnew addition2026-03-312026-05-07

APA CORPORATION APA CORPORATION4.8K sharesnew addition2026-03-312026-05-07

LGND LIGAND PHARMACEUTICALS INC1.0K sharesnew addition2026-03-312026-05-07

Sponsored

TER TERADYNE INC676 shares-40.91%2026-03-312026-05-07

AXON AXON ENTERPRISE INC471 shares0.00%2026-03-312026-05-07

NFLX NETFLIX INC.2.0K shares-39.91%2026-03-312026-05-07

BGC BGC GROUP INC11.6K shares11.51%2026-03-312026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-11.66%

Shares76.6K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

-15.70%

Shares67.3K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-1.26%

Shares27.3K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

-4.73%

Shares17.7K

Event2026-03-31

Filed2026-05-07

BUFR

FIRST TR EXCHNG TRADED FD VI

-7.75%

Shares151.6K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

7.00%

Shares26.9K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

-7.02%

Shares10.2K

Event2026-03-31

Filed2026-05-07

XLK

SELECT SECTOR SPDR TR

4.77%

Shares30.8K

Event2026-03-31

Filed2026-05-07

BILS

SPDR SERIES TRUST

36.07%

Shares39.6K

Event2026-03-31

Filed2026-05-07

XLF

SELECT SECTOR SPDR TR

-1.85%

Shares73.5K

Event2026-03-31

Filed2026-05-07

EWJ

ISHARES INC

-20.09%

Shares42.8K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

11.39%

Shares7.9K

Event2026-03-31

Filed2026-05-07

IWM

ISHARES TR

-5.98%

Shares10.5K

Event2026-03-31

Filed2026-05-07

XLY

SELECT SECTOR SPDR TR

-2.97%

Shares23.2K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-1.43%

Shares12.0K

Event2026-03-31

Filed2026-05-07

SPTS

SPDR SERIES TRUST

-6.66%

Shares83.9K

Event2026-03-31

Filed2026-05-07

XLP

SELECT SECTOR SPDR TR

-7.02%

Shares29.1K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

4.83%

Shares7.9K

Event2026-03-31

Filed2026-05-07

MLPX

GLOBAL X FDS

2.73%

Shares30.1K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

3.51%

Shares4.5K

Event2026-03-31

Filed2026-05-07

WTV

WISDOMTREE TR

2.09%

Shares22.1K

Event2026-03-31

Filed2026-05-07

SRE

SEMPRA

-10.11%

Shares21.2K

Event2026-03-31

Filed2026-05-07

LITE

LUMENTUM HLDGS INC

-2.40%

Shares2.6K

Event2026-03-31

Filed2026-05-07

SPMD

SPDR SERIES TRUST

1.53%

Shares27.5K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR

-58.48%

Shares4.5K

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.36%

Shares4.8K

Event2026-03-31

Filed2026-05-07

AVUV

AMERICAN CENTY ETF TR

3.58%

Shares14.2K

Event2026-03-31

Filed2026-05-07

MICRON TECHNOLOGY INC

3.70%

Shares4.6K

Event2026-03-31

Filed2026-05-07

PAVE

GLOBAL X FDS

5.90%

Shares30.1K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

-6.50%

Shares4.9K

Event2026-03-31

Filed2026-05-07

XLC

SELECT SECTOR SPDR TR

-3.23%

Shares13.3K

Event2026-03-31

Filed2026-05-07

XLE

SELECT SECTOR SPDR TR

37.55%

Shares22.0K

Event2026-03-31

Filed2026-05-07

SPAB

SPDR SERIES TRUST

14.44%

Shares51.4K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

-4.52%

Shares10.6K

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

-22.98%

Shares17.0K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

4.71%

Shares3.5K

Event2026-03-31

Filed2026-05-07

AUSF

GLOBAL X FDS

2.38%

Shares26.5K

Event2026-03-31

Filed2026-05-07

XLV

SELECT SECTOR SPDR TR

-17.31%

Shares8.3K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

New

Shares18.4K

Event2026-03-31

Filed2026-05-07

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares67.5K

Event2026-03-31

Filed2026-05-07

DIA

STATE STR SPDR DOW JONES IND

-9.78%

Shares2.5K

Event2026-03-31

Filed2026-05-07

GLDM

WORLD GOLD TR

-21.85%

Shares12.0K

Event2026-03-31

Filed2026-05-07

SPBO

SPDR SERIES TRUST

17.71%

Shares38.0K

Event2026-03-31

Filed2026-05-07

VISA INC

1.90%

Shares3.6K

Event2026-03-31

Filed2026-05-07

PWR

QUANTA SVCS INC

5.21%

Shares2.0K

Event2026-03-31

Filed2026-05-07

PTLC

PACER FDS TR

-22.46%

Shares20.3K

Event2026-03-31

Filed2026-05-07

STIP

ISHARES TR

66.27%

Shares10.1K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-07

EPD

ENTERPRISE PRODS PARTNERS L

0.16%

Shares27.0K

Event2026-03-31

Filed2026-05-07

TGT

TARGET CORP

0.52%

Shares8.4K

Event2026-03-31

Filed2026-05-07

BIL

SPDR SERIES TRUST

148.80%

Shares11.0K

Event2026-03-31

Filed2026-05-07

PNC

PNC FINL SVCS GROUP INC

0.33%

Shares4.8K

Event2026-03-31

Filed2026-05-07

PLD

PROLOGIS INC.

0.03%

Shares7.5K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO INC

-0.50%

Shares6.4K

Event2026-03-31

Filed2026-05-07

IWR

ISHARES TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-07

MERCK & CO INC

4.95%

Shares8.2K

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR

0.01%

Shares11.0K

Event2026-03-31

Filed2026-05-07

USMV

ISHARES TR

-10.24%

Shares10.2K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELEC CO

0.34%

Shares7.0K

Event2026-03-31

Filed2026-05-07

JHSC

JOHN HANCOCK EXCHANGE TRADED

74.28%

Shares21.1K

Event2026-03-31

Filed2026-05-07

META

META PLATFORMS INC

0.51%

Shares1.6K

Event2026-03-31

Filed2026-05-07

SCHW

SCHWAB CHARLES CORP

-0.80%

Shares9.5K

Event2026-03-31

Filed2026-05-07

CITIGROUP INC

12.68%

Shares7.8K

Event2026-03-31

Filed2026-05-07

SPSB

SPDR SERIES TRUST

23.73%

Shares29.1K

Event2026-03-31

Filed2026-05-07

IGV

ISHARES TR

6.80%

Shares10.9K

Event2026-03-31

Filed2026-05-07

AMGN

AMGEN INC

1.06%

Shares2.5K

Event2026-03-31

Filed2026-05-07

SCHX

SCHWAB STRATEGIC TR

0.08%

Shares33.5K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

-9.25%

Shares5.0K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

-18.82%

Shares1.5K

Event2026-03-31

Filed2026-05-07

MEDTRONIC PLC

-2.01%

Shares9.8K

Event2026-03-31

Filed2026-05-07

EATON CORP PLC

-1.04%

Shares2.4K

Event2026-03-31

Filed2026-05-07

SPYG

SPDR SERIES TRUST

10.00%

Shares8.7K

Event2026-03-31

Filed2026-05-07

ADI

ANALOG DEVICES INC

4.60%

Shares2.6K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-16.14%

Shares2.8K

Event2026-03-31

Filed2026-05-07

PTNQ

PACER FDS TR

-22.93%

Shares11.1K

Event2026-03-31

Filed2026-05-07

NXPI

NXP SEMICONDUCTORS N V

0.47%

Shares4.1K

Event2026-03-31

Filed2026-05-07

BBP

ETFIS SER TR I

6.99%

Shares9.6K

Event2026-03-31

Filed2026-05-07

MCK

MCKESSON CORP

4.80%

Shares917

Event2026-03-31

Filed2026-05-07

SFLR

INNOVATOR ETFS TRUST

-68.01%

Shares22.3K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

1.03%

Shares3.6K

Event2026-03-31

Filed2026-05-07

JPST

J P MORGAN EXCHANGE TRADED F

44.55%

Shares15.3K

Event2026-03-31

Filed2026-05-07

RPRX

ROYALTY PHARMA PLC

4.95%

Shares15.9K

Event2026-03-31

Filed2026-05-07

PICK

ISHARES INC

9.37%

Shares13.1K

Event2026-03-31

Filed2026-05-07

QCOM

QUALCOMM INC

-0.40%

Shares5.7K

Event2026-03-31

Filed2026-05-07

WTMF

WISDOMTREE TR

19.64%

Shares18.5K

Event2026-03-31

Filed2026-05-07

VGK

VANGUARD INTL EQUITY INDEX F

19.59%

Shares8.9K

Event2026-03-31

Filed2026-05-07

MMSC

FIRST TR EXCHNG TRADED FD VI

79.15%

Shares29.8K

Event2026-03-31

Filed2026-05-07

CRS

CARPENTER TECHNOLOGY CORP

4.69%

Shares1.8K

Event2026-03-31

Filed2026-05-07

BLACKROCK INC

-0.69%

Shares722

Event2026-03-31

Filed2026-05-07

IVOG

VANGUARD ADMIRAL FDS INC

2.86%

Shares5.5K

Event2026-03-31

Filed2026-05-07

CLH

CLEAN HARBORS INC

3.97%

Shares2.4K

Event2026-03-31

Filed2026-05-07

IBM

INTERNATIONAL BUSINESS MACHS

7.99%

Shares2.8K

Event2026-03-31

Filed2026-05-07

SMH

VANECK ETF TRUST

28.29%

Shares1.7K

Event2026-03-31

Filed2026-05-07

RDVY

FIRST TR EXCHANGE TRADED FD

-49.36%

Shares9.7K

Event2026-03-31

Filed2026-05-07

SPSM

SPDR SERIES TRUST

1.17%

Shares13.6K

Event2026-03-31

Filed2026-05-07

ALLE

ALLEGION PLC

-1.90%

Shares4.4K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

6.28%

Shares4.3K

Event2026-03-31

Filed2026-05-07

CDX

SIMPLIFY EXCHANGE TRADED FUN

6.48%

Shares29.3K

Event2026-03-31

Filed2026-05-07

AMT

AMERICAN TOWER CORP

-3.86%

Shares3.6K

Event2026-03-31

Filed2026-05-07

INVESCO EXCH TRADED FD TR II

2.64%

Shares8.5K

Event2026-03-31

Filed2026-05-07

CGBL

CAPITAL GROUP CORE BALANCED

-24.81%

Shares18.0K

Event2026-03-31

Filed2026-05-07

WMB

WILLIAMS COS INC

-3.08%

Shares8.5K

Event2026-03-31

Filed2026-05-07

GNTX

GENTEX CORP

-1.15%

Shares27.9K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

3.57%

Shares610

Event2026-03-31

Filed2026-05-07

KBWB

INVESCO EXCH TRADED FD TR II

-22.73%

Shares7.5K

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB STRATEGIC TR

2.53%

Shares19.2K

Event2026-03-31

Filed2026-05-07

USFR

WISDOMTREE TR

25.14%

Shares11.7K

Event2026-03-31

Filed2026-05-07

SPYD

SPDR SERIES TRUST

17.01%

Shares12.8K

Event2026-03-31

Filed2026-05-07

MBB

ISHARES TR

-0.71%

Shares6.0K

Event2026-03-31

Filed2026-05-07

ACCENTURE PLC IRELAND

1.46%

Shares2.9K

Event2026-03-31

Filed2026-05-07

FLRN

SPDR SERIES TRUST

18.34%

Shares18.1K

Event2026-03-31

Filed2026-05-07

SDCI

USCF ETF TR

5.37%

Shares20.2K

Event2026-03-31

Filed2026-05-07

BWXT

BWX TECHNOLOGIES INC

4.66%

Shares2.7K

Event2026-03-31

Filed2026-05-07

MNA

NEW YORK LIFE INVESTMENTS ET

7.55%

Shares15.0K

Event2026-03-31

Filed2026-05-07

LAD

LITHIA MTRS INC

-1.84%

Shares2.2K

Event2026-03-31

Filed2026-05-07

ATR

APTARGROUP INC

0.33%

Shares4.3K

Event2026-03-31

Filed2026-05-07

MAGS

LISTED FDS TR

5.21%

Shares9.2K

Event2026-03-31

Filed2026-05-07

FXU

FIRST TR EXCHANGE-TRADED FD

New

Shares10.5K

Event2026-03-31

Filed2026-05-07

ESI

ELEMENT SOLUTIONS INC

3.96%

Shares15.2K

Event2026-03-31

Filed2026-05-07

SPTL

SPDR SERIES TRUST

10.53%

Shares19.6K

Event2026-03-31

Filed2026-05-07

ARISTA NETWORKS INC

-0.10%

Shares4.1K

Event2026-03-31

Filed2026-05-07

SLYG

SPDR SERIES TRUST

-1.97%

Shares5.2K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

36.67%

Shares1.6K

Event2026-03-31

Filed2026-05-07

FTAI AVIATION LTD

6.94%

Shares2.0K

Event2026-03-31

Filed2026-05-07

HIG

HARTFORD INSURANCE GROUP INC

6.30%

Shares3.7K

Event2026-03-31

Filed2026-05-07

GTLS

CHART INDS INC

5.61%

Shares2.4K

Event2026-03-31

Filed2026-05-07

VCIT

VANGUARD SCOTTSDALE FDS

-9.03%

Shares6.0K

Event2026-03-31

Filed2026-05-07

EXPE

EXPEDIA GROUP INC

-5.35%

Shares2.1K

Event2026-03-31

Filed2026-05-07

PANW

PALO ALTO NETWORKS INC

9.18%

Shares3.1K

Event2026-03-31

Filed2026-05-07

FXI

ISHARES TR

-9.52%

Shares13.4K

Event2026-03-31

Filed2026-05-07

SCHO

SCHWAB STRATEGIC TR

20.90%

Shares19.8K

Event2026-03-31

Filed2026-05-07

JEPQ

J P MORGAN EXCHANGE TRADED F

-19.34%

Shares8.6K

Event2026-03-31

Filed2026-05-07

PAAA

PGIM ETF TR

-59.56%

Shares9.2K

Event2026-03-31

Filed2026-05-07

BUFF

INNOVATOR ETFS TRUST

-63.92%

Shares9.4K

Event2026-03-31

Filed2026-05-07

IYH

ISHARES TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-07

MINT

PIMCO ETF TR

43.23%

Shares4.4K

Event2026-03-31

Filed2026-05-07

AT&T INC

-0.26%

Shares15.2K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

-74.77%

Shares8.1K

Event2026-03-31

Filed2026-05-07

LPLA

LPL FINL HLDGS INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-07

SMTC

SEMTECH CORP

2.78%

Shares5.5K

Event2026-03-31

Filed2026-05-07

FMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-0.72%

Shares687

Event2026-03-31

Filed2026-05-07

CGNX

COGNEX CORP

4.37%

Shares8.4K

Event2026-03-31

Filed2026-05-07

ILF

ISHARES TR

2.85%

Shares11.4K

Event2026-03-31

Filed2026-05-07

CRM

SALESFORCE INC

6.41%

Shares2.1K

Event2026-03-31

Filed2026-05-07

CGGR

CAPITAL GROUP GROWTH ETF

3.64%

Shares9.8K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

0.25%

Shares1.2K

Event2026-03-31

Filed2026-05-07

ITT INC

4.10%

Shares2.0K

Event2026-03-31

Filed2026-05-07

FS SPECIALTY LENDING FD

0.00%

Shares29.8K

Event2026-03-31

Filed2026-05-07

PYLD

PIMCO ETF TR

-21.89%

Shares14.2K

Event2026-03-31

Filed2026-05-07

BKAG

BNY MELLON ETF TRUST

0.64%

Shares8.6K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS INC NEW

7.07%

Shares2.3K

Event2026-03-31

Filed2026-05-07

ADT

ADT INC DEL

7.39%

Shares54.4K

Event2026-03-31

Filed2026-05-07

CFR

CULLEN FROST BANKERS INC

5.34%

Shares2.6K

Event2026-03-31

Filed2026-05-07

EWBC

EAST WEST BANCORP INC

4.36%

Shares3.3K

Event2026-03-31

Filed2026-05-07

MINO

PIMCO ETF TR

-16.54%

Shares7.9K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

2.15%

Shares380

Event2026-03-31

Filed2026-05-07

SUB

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-07

OMC

OMNICOM GROUP INC

0.59%

Shares4.6K

Event2026-03-31

Filed2026-05-07

FEDERAL RLTY INVT TR NEW

4.23%

Shares3.3K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

-36.57%

Shares4.5K

Event2026-03-31

Filed2026-05-07

ENB

ENBRIDGE INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-07

CTA

SIMPLIFY EXCHANGE TRADED FUN

21.03%

Shares11.0K

Event2026-03-31

Filed2026-05-07

MPLX

MPLX LP

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-07

DBMF

LITMAN GREGORY FDS TR

-3.37%

Shares10.8K

Event2026-03-31

Filed2026-05-07

AUTONATION INC

4.84%

Shares1.7K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

-64.58%

Shares1.4K

Event2026-03-31

Filed2026-05-07

AAAU

GOLDMAN SACHS PHYSICAL GOLD

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-07

SPMO

INVESCO EXCH TRADED FD TR II

-70.69%

Shares2.8K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-07

SCHI

SCHWAB STRATEGIC TR

0.54%

Shares13.6K

Event2026-03-31

Filed2026-05-07

GLOB

GLOBANT S A

14.59%

Shares6.7K

Event2026-03-31

Filed2026-05-07

ROST

ROSS STORES INC

7.33%

Shares1.4K

Event2026-03-31

Filed2026-05-07

SPTI

SPDR SERIES TRUST

8.04%

Shares10.6K

Event2026-03-31

Filed2026-05-07

IBKR

INTERACTIVE BROKERS GROUP IN

-2.17%

Shares4.5K

Event2026-03-31

Filed2026-05-07

COWZ

PACER FDS TR

-31.13%

Shares4.8K

Event2026-03-31

Filed2026-05-07

EPS

WISDOMTREE TR

-47.00%

Shares4.4K

Event2026-03-31

Filed2026-05-07

FLQM

FRANKLIN TEMPLETON ETF TR

-8.82%

Shares5.3K

Event2026-03-31

Filed2026-05-07

PEGA

PEGASYSTEMS INC

17.46%

Shares6.8K

Event2026-03-31

Filed2026-05-07

SNPS

SYNOPSYS INC

8.18%

Shares727

Event2026-03-31

Filed2026-05-07

ULST

SSGA ACTIVE ETF TR

New

Shares7.1K

Event2026-03-31

Filed2026-05-07

CROX

CROCS INC

5.46%

Shares3.5K

Event2026-03-31

Filed2026-05-07

DXJ

WISDOMTREE TR

1.86%

Shares1.8K

Event2026-03-31

Filed2026-05-07

PLTR

PALANTIR TECHNOLOGIES INC

2.09%

Shares1.9K

Event2026-03-31

Filed2026-05-07

SCCO

SOUTHERN COPPER CORP

2.86%

Shares1.6K

Event2026-03-31

Filed2026-05-07

XLB

SELECT SECTOR SPDR TR

New

Shares5.5K

Event2026-03-31

Filed2026-05-07

SJNK

SPDR SERIES TRUST

16.54%

Shares10.7K

Event2026-03-31

Filed2026-05-07

MASTERCARD INCORPORATED

-3.66%

Shares526

Event2026-03-31

Filed2026-05-07

VTWG

VANGUARD SCOTTSDALE FDS

10.53%

Shares1.1K

Event2026-03-31

Filed2026-05-07

CLF

CLEVELAND-CLIFFS INC NEW

8.19%

Shares30.6K

Event2026-03-31

Filed2026-05-07

AXGN

AXOGEN INC

7.47%

Shares7.6K

Event2026-03-31

Filed2026-05-07

KLAC

KLA CORP

0.00%

Shares170

Event2026-03-31

Filed2026-05-07

JEPI

J P MORGAN EXCHANGE TRADED F

-28.04%

Shares4.4K

Event2026-03-31

Filed2026-05-07

BOXX

EA SERIES TRUST

18.35%

Shares2.1K

Event2026-03-31

Filed2026-05-07

VST

VISTRA CORP

2.55%

Shares1.6K

Event2026-03-31

Filed2026-05-07

ENERGY TRANSFER L P

-0.75%

Shares12.2K

Event2026-03-31

Filed2026-05-07

CGGO

CAPITAL GROUP GBL GROWTH EQT

-18.28%

Shares7.0K

Event2026-03-31

Filed2026-05-07

SPYV

SPDR SERIES TRUST

7.53%

Shares4.1K

Event2026-03-31

Filed2026-05-07

SPTM

SPDR SERIES TRUST

-3.90%

Shares2.9K

Event2026-03-31

Filed2026-05-07

TRGP

TARGA RES CORP

New

Shares917

Event2026-03-31

Filed2026-05-07

CGGE

CAPITAL GROUP GLOBAL EQUITY

-50.57%

Shares7.5K

Event2026-03-31

Filed2026-05-07

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

-8.61%

Shares24.9K

Event2026-03-31

Filed2026-05-07

GEV

GE VERNOVA INC

New

Shares261

Event2026-03-31

Filed2026-05-07

SPHY

SPDR SERIES TRUST

0.94%

Shares9.7K

Event2026-03-31

Filed2026-05-07

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares2.4K

Event2026-03-31

Filed2026-05-07

RIOT

RIOT PLATFORMS INC

0.00%

Shares18.0K

Event2026-03-31

Filed2026-05-07

BTI

BRITISH AMERN TOB PLC

0.42%

Shares3.8K

Event2026-03-31

Filed2026-05-07

EWY

ISHARES INC

-16.22%

Shares1.8K

Event2026-03-31

Filed2026-05-07

AMAT

APPLIED MATLS INC

New

Shares641

Event2026-03-31

Filed2026-05-07

HEGD

LISTED FDS TR

-38.96%

Shares8.8K

Event2026-03-31

Filed2026-05-07

TFLO

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

FLMI

FRANKLIN TEMPLETON ETF TR

-15.93%

Shares8.6K

Event2026-03-31

Filed2026-05-07

ALTRIA GROUP INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-07

LAM RESEARCH CORP

-1.40%

Shares986

Event2026-03-31

Filed2026-05-07

PAGP

PLAINS GP HLDGS L P

New

Shares8.7K

Event2026-03-31

Filed2026-05-07

NEM

NEWMONT CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-07

FYC

FIRST TR EXCHANGE-TRADED ALP

-53.59%

Shares2.2K

Event2026-03-31

Filed2026-05-07

VOX

VANGUARD WORLD FD

3.00%

Shares1.2K

Event2026-03-31

Filed2026-05-07

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares2.1K

Event2026-03-31

Filed2026-05-07

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-07

KMI

KINDER MORGAN INC DEL

New

Shares6.2K

Event2026-03-31

Filed2026-05-07

APA CORPORATION

New

Shares4.8K

Event2026-03-31

Filed2026-05-07

LGND

LIGAND PHARMACEUTICALS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

TER

TERADYNE INC

-40.91%

Shares676

Event2026-03-31

Filed2026-05-07

AXON

AXON ENTERPRISE INC

0.00%

Shares471

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

-39.91%

Shares2.0K

Event2026-03-31

Filed2026-05-07

BGC

BGC GROUP INC

11.51%

Shares11.6K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

AAPL Call CallAPPLE INC1.3K sharesnew addition2026-03-312026-05-07

NVDA Call CallNVIDIA CORPORATION1.0K sharesnew addition2026-03-312026-05-07

NFLX Call CallNETFLIX INC.1.0K sharesnew addition2026-03-312026-05-07

GLD Call CallSPDR GOLD TR200 sharesnew addition2026-03-312026-05-07

ALPHABET INC Call CallALPHABET INC200 sharesnew addition2026-03-312026-05-07

META Call CallMETA PLATFORMS INC100 sharesnew addition2026-03-312026-05-07

AXON Call CallAXON ENTERPRISE INC100 sharesnew addition2026-03-312026-05-07

AMZN Call CallAMAZON COM INC200 sharesnew addition2026-03-312026-05-07

ACCENTURE PLC IRELAND Call CallACCENTURE PLC IRELAND200 sharesnew addition2026-03-312026-05-07

XOM Call CallEXXON MOBIL CORP200 sharesnew addition2026-03-312026-05-07

AAPL Call

APPLE INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-07

NVDA Call

NVIDIA CORPORATION

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

NFLX Call

NETFLIX INC.

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

GLD Call

SPDR GOLD TR

New

Shares200

Event2026-03-31

Filed2026-05-07

ALPHABET INC Call

ALPHABET INC

New

Shares200

Event2026-03-31

Filed2026-05-07

META Call

META PLATFORMS INC

New

Shares100

Event2026-03-31

Filed2026-05-07

AXON Call

AXON ENTERPRISE INC

New

Shares100

Event2026-03-31

Filed2026-05-07

AMZN Call

AMAZON COM INC

New

Shares200

Event2026-03-31

Filed2026-05-07

ACCENTURE PLC IRELAND Call

ACCENTURE PLC IRELAND

New

Shares200

Event2026-03-31

Filed2026-05-07

XOM Call

EXXON MOBIL CORP

New

Shares200

Event2026-03-31

Filed2026-05-07

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T80.1K shares20.63%2026-03-312026-05-07

IWM Put PutISHARES TR11.8K sharesnew addition2026-03-312026-05-07

SMH Put PutVANECK ETF TRUST100 sharesnew addition2026-03-312026-05-07

MSFT Put PutMICROSOFT CORP100 sharesnew addition2026-03-312026-05-07

TSM Put PutTAIWAN SEMICONDUCTOR MANUFAC100 sharesnew addition2026-03-312026-05-07

NVDA Put PutNVIDIA CORPORATION100 sharesnew addition2026-03-312026-05-07

SPY Put

STATE STR SPDR S&P 500 ETF T

20.63%

Shares80.1K

Event2026-03-31

Filed2026-05-07

IWM Put

ISHARES TR

New

Shares11.8K

Event2026-03-31

Filed2026-05-07

SMH Put

VANECK ETF TRUST

New

Shares100

Event2026-03-31

Filed2026-05-07

MSFT Put

MICROSOFT CORP

New

Shares100

Event2026-03-31

Filed2026-05-07

TSM Put

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares100

Event2026-03-31

Filed2026-05-07

NVDA Put

NVIDIA CORPORATION

New

Shares100

Event2026-03-31

Filed2026-05-07