Sponsored
The Analysis of Advisory Services Network, LLC's Holdings & P&L
Currently, Advisory Services Network, LLC holds 4832 types of securities in its portfolio with a total value $7.5B. In the most recent quarter, they have increased their positions in PWR (+205.2K shares, valued at $112.7M), VUSB (+380.5K shares, valued at $18.9M), FBT (+75.4K shares, valued at $15.1M); decreased their positions in SPY (-17.2K shares, valued at $11.2M), ITA (-34.8K shares, valued at $7.6M), FTXL (-44.5K shares, valued at $6.6M); initiated new positions in FBT (+75.4K shares, valued at $15.1M), FXN (+660.3K shares, valued at $14.8M), FTXR (+385.7K shares, valued at $14.7M).
1M P&L
+131.1M+1.88%
3M P&L
-31.3M-0.44%
HY P&L
+378.0M+5.63%
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/A3.2B
49.3%
2Semiconductors350.1M
5.5%
3Software - Infrastructure250.0M
3.9%
Top Industries by Stock Count
1N/A880 stocks
51.8%
2Software - Application39 stocks
2.3%
3Software - Infrastructure31 stocks
1.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW67.9K shares5.58%2026-03-312026-05-15
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT148.9K shares5.63%2026-03-312026-05-15
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Sponsored
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS49.3K shares2.39%2026-03-312026-05-15
Sponsored
Sponsored
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF547.7K shares11.68%2026-03-312026-05-15
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Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF93.4K shares-11.24%2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
PROSHARES SHORT S&P 500 ETF PROSHARES SHORT S&P 500 ETF140.9K sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A23.3K sharesnew addition2026-03-312026-05-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF36.1K shares-14.48%2026-03-312026-05-15
Sponsored
APOLLO GLOBAL MANAGEMENT LLC CLASS A APOLLO GLOBAL MANAGEMENT LLC CLASS A35.2K shares3.33%2026-03-312026-05-15
Sponsored
INVESCO RAFI EMERGING MARKETS ETF INVESCO RAFI EMERGING MARKETS ETF142.9K shares12.19%2026-03-312026-05-15
Sponsored
FKU FIRST TR EXCH TRADEDALPHADEX FD II UNITED KINGDOM ALPHADEX FD75.6K sharesnew addition2026-03-312026-05-15
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF113.1K shares-21.12%2026-03-312026-05-15
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Sponsored
AAPL
1.91%APPLE INC COM
Shares877.9K
Event2026-03-31
Filed2026-05-15
NVDA
-1.29%NVIDIA CORPORATION COM
Shares1.2M
Event2026-03-31
Filed2026-05-15
WMT
-2.12%WALMART INC COM
Shares1.3M
Event2026-03-31
Filed2026-05-15
IVV
1.71%ISHARES S&P 500 ETF
Shares233.5K
Event2026-03-31
Filed2026-05-15
PWR
838.56%QUANTA SVCS INC COM
Shares229.7K
Event2026-03-31
Filed2026-05-15
SPY
-8.38%STATE STREET SPDR S&P 500 ETF
Shares188.3K
Event2026-03-31
Filed2026-05-15
MSFT
9.45%MICROSOFT CORP COM
Shares304.8K
Event2026-03-31
Filed2026-05-15
AMZN
2.64%AMAZON COM INC COM
Shares538.3K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TRUST ETF
2.33%INVESCO QQQ TRUST ETF
Shares162.8K
Event2026-03-31
Filed2026-05-15
ALPHABET INC CAP STK CL A
1.78%ALPHABET INC CAP STK CL A
Shares265.5K
Event2026-03-31
Filed2026-05-15
BROADCOM INC COM
-2.88%BROADCOM INC COM
Shares227.3K
Event2026-03-31
Filed2026-05-15
VTI
15.26%VANGUARD TOTAL STOCK MARKET ETF
Shares216.5K
Event2026-03-31
Filed2026-05-15
JPM
3.61%JPMORGAN CHASE & CO COM
Shares178.1K
Event2026-03-31
Filed2026-05-15
SGOV
7.88%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares502.2K
Event2026-03-31
Filed2026-05-15
LLY
0.21%ELI LILLY & CO COM
Shares50.7K
Event2026-03-31
Filed2026-05-15
XOM
12.34%EXXON MOBIL CORP COM
Shares273.4K
Event2026-03-31
Filed2026-05-15
META
0.93%META PLATFORMS INC CL A
Shares80.9K
Event2026-03-31
Filed2026-05-15
ACIO
1.94%APTUS COLLARED INVESTMENT OPPORTUNITY ETF
Shares1.1M
Event2026-03-31
Filed2026-05-15
ALPHABET INC CAP STK CL C
3.39%ALPHABET INC CAP STK CL C
Shares148.6K
Event2026-03-31
Filed2026-05-15
VTV
2.45%VANGUARD VALUE ETF
Shares207.0K
Event2026-03-31
Filed2026-05-15
ZECP
-6.39%ZACKS EARNINGS CONSISTENT PORTFOLIO ETF
Shares1.2M
Event2026-03-31
Filed2026-05-15
IJR
-0.29%ISHARES CORE S&P SMALL-CAP ETF
Shares306.9K
Event2026-03-31
Filed2026-05-15
BIL
-5.30%SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
Shares412.3K
Event2026-03-31
Filed2026-05-15
TSLA
5.94%TESLA INC COM
Shares99.2K
Event2026-03-31
Filed2026-05-15
GLD
-13.52%SPDR GOLD ETF
Shares82.5K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP COM NEW
-0.71%LAM RESEARCH CORP COM NEW
Shares165.1K
Event2026-03-31
Filed2026-05-15
VANGUARD S&P 500 ETF
7.40%VANGUARD S&P 500 ETF
Shares58.4K
Event2026-03-31
Filed2026-05-15
VUG
8.30%VANGUARD GROWTH ETF
Shares79.8K
Event2026-03-31
Filed2026-05-15
CVX
9.38%CHEVRON CORPORATION COM
Shares167.6K
Event2026-03-31
Filed2026-05-15
ITOT
2.70%ISHARES CORE S&P TOTAL US STOCK MKT ETF
Shares239.3K
Event2026-03-31
Filed2026-05-15
PLTR
-5.43%PALANTIR TECHNOLOGIES INC CL A
Shares230.4K
Event2026-03-31
Filed2026-05-15
AGG
-4.95%ISHARES AGGREGATE BOND ETF
Shares333.0K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL CL B NEW
5.58%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares67.9K
Event2026-03-31
Filed2026-05-15
SHV
-3.47%ISHARES SHORT TREASURY BOND ETF
Shares294.3K
Event2026-03-31
Filed2026-05-15
TPL
0.56%TEXAS PACIFIC LAND CORPORATION COM
Shares68.4K
Event2026-03-31
Filed2026-05-15
IJH
4.43%ISHARES CORE S&P MID CAP ETF
Shares463.4K
Event2026-03-31
Filed2026-05-15
GEV
4.23%GE VERNOVA INC COM
Shares34.0K
Event2026-03-31
Filed2026-05-15
TSM
-3.60%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares87.6K
Event2026-03-31
Filed2026-05-15
CAT
7.85%CATERPILLAR INC COM
Shares40.8K
Event2026-03-31
Filed2026-05-15
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
5.63%GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
Shares148.9K
Event2026-03-31
Filed2026-05-15
SHY
0.61%ISHARES 1-3 YR TREASURY BOND ETF
Shares340.7K
Event2026-03-31
Filed2026-05-15
HDV
8.17%ISHARES CORE HIGH DIVIDEND ETF
Shares197.3K
Event2026-03-31
Filed2026-05-15
VEA
4.58%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares415.7K
Event2026-03-31
Filed2026-05-15
ABBV
-7.70%ABBVIE INC COM
Shares118.3K
Event2026-03-31
Filed2026-05-15
XLK
-5.00%TECHNOLOGY SELECT SECTOR SPDR ETF
Shares191.4K
Event2026-03-31
Filed2026-05-15
COST
2.82%COSTCO WHOLESALE CORPORATION COM
Shares25.4K
Event2026-03-31
Filed2026-05-15
ICSH
5.68%ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
Shares493.2K
Event2026-03-31
Filed2026-05-15
MU
-2.70%MICRON TECHNOLOGY INC COM
Shares72.0K
Event2026-03-31
Filed2026-05-15
DRSK
6.04%APTUS DEFINED RISK ETF
Shares845.5K
Event2026-03-31
Filed2026-05-15
VUSB
458.44%VANGUARD ULTRA-SHORT BOND ETF
Shares463.6K
Event2026-03-31
Filed2026-05-15
CSCO
-1.14%CISCO SYS INC COM
Shares287.7K
Event2026-03-31
Filed2026-05-15
SCHD
9.50%SCHWAB US DIVIDEND EQUITY ETF
Shares724.2K
Event2026-03-31
Filed2026-05-15
IVE
14.46%ISHARES S&P 500 VALUE ETF
Shares103.7K
Event2026-03-31
Filed2026-05-15
MA
0.00%MASTERCARD INCORPORATED CL A
Shares43.7K
Event2026-03-31
Filed2026-05-15
SOXX
-11.21%ISHARES SEMICONDUCTOR ETF
Shares66.2K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC COM SHS
0.60%ARISTA NETWORKS INC COM SHS
Shares176.8K
Event2026-03-31
Filed2026-05-15
IEMG
11.47%ISHARES CORE MSCI EMERGING MKTS
Shares307.7K
Event2026-03-31
Filed2026-05-15
AMAT
16.00%APPLIED MATLS INC COM
Shares62.7K
Event2026-03-31
Filed2026-05-15
V
4.06%VISA INC COM CL A
Shares70.7K
Event2026-03-31
Filed2026-05-15
IXUS
2.63%ISHARES CORE MSCI TOTAL INTERNATIONAL STK ETF
Shares243.9K
Event2026-03-31
Filed2026-05-15
JNJ
0.27%JOHNSON & JOHNSON COM
Shares86.1K
Event2026-03-31
Filed2026-05-15
HELO
39.35%JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Shares316.6K
Event2026-03-31
Filed2026-05-15
DVY
3.51%ISHARES SELECT DIVIDEND ETF
Shares132.1K
Event2026-03-31
Filed2026-05-15
XLE
9.79%ENERGY SELECT SECTOR SPDR ETF
Shares318.1K
Event2026-03-31
Filed2026-05-15
NFLX
4.38%NETFLIX INC. COM
Shares201.0K
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
2.39%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares49.3K
Event2026-03-31
Filed2026-05-15
VZ
2.32%VERIZON COMMUNICATIONS INC COM
Shares383.9K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TRUST ETF
-8.86%ISHARES GOLD TRUST ETF
Shares216.7K
Event2026-03-31
Filed2026-05-15
HD
-0.97%HOME DEPOT INC COM
Shares57.2K
Event2026-03-31
Filed2026-05-15
AMD
-8.44%ADVANCED MICRO DEVICES INC COM
Shares89.6K
Event2026-03-31
Filed2026-05-15
IVW
4.45%ISHARES S&P 500 GROWTH ETF
Shares158.9K
Event2026-03-31
Filed2026-05-15
JEPI
9.15%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares313.7K
Event2026-03-31
Filed2026-05-15
KLAC
-0.34%KLA CORP COM NEW
Shares12.0K
Event2026-03-31
Filed2026-05-15
IBM
3.96%INTERNATIONAL BUSINESS MACHS COM
Shares72.5K
Event2026-03-31
Filed2026-05-15
IYW
-12.91%ISHARES US TECHNOLOGY ETF
Shares96.2K
Event2026-03-31
Filed2026-05-15
COP
-2.78%CONOCOPHILLIPS COM
Shares131.2K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC COM
4.96%MERCK & CO INC COM
Shares143.3K
Event2026-03-31
Filed2026-05-15
MAR
-0.82%MARRIOTT INTL INC NEW CL A
Shares52.6K
Event2026-03-31
Filed2026-05-15
PG
-8.72%PROCTER & GAMBLE CO COM
Shares116.7K
Event2026-03-31
Filed2026-05-15
BBIN
-0.49%JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
Shares228.5K
Event2026-03-31
Filed2026-05-15
SPSB
11.68%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares547.7K
Event2026-03-31
Filed2026-05-15
IYZ
189.21%ISHARES US TELECOMMUNICATIONS ETF
Shares410.1K
Event2026-03-31
Filed2026-05-15
SCHG
6.73%SCHWAB US LARGE CAP GROWTH ETF
Shares553.4K
Event2026-03-31
Filed2026-05-15
PM
7.10%PHILIP MORRIS INTL INC COM
Shares95.8K
Event2026-03-31
Filed2026-05-15
CRWD
-9.23%CROWDSTRIKE HLDGS INC CL A
Shares40.3K
Event2026-03-31
Filed2026-05-15
FTXL
-29.71%FIRST TRUST NASDAQ SEMICONDUCTOR ETF
Shares105.3K
Event2026-03-31
Filed2026-05-15
VXUS
17.16%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares201.1K
Event2026-03-31
Filed2026-05-15
ORCL
15.70%ORACLE CORP COM
Shares104.9K
Event2026-03-31
Filed2026-05-15
IWM
14.47%ISHARES RUSSELL 2000 ETF
Shares62.2K
Event2026-03-31
Filed2026-05-15
MISL
-21.72%FIRST TRUST INDXX AEROSPACE & DEFENSE ETF
Shares344.1K
Event2026-03-31
Filed2026-05-15
IEFA
5.50%ISHARES CORE MSCI EAFE ETF
Shares167.4K
Event2026-03-31
Filed2026-05-15
FBT
NewFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
Shares75.4K
Event2026-03-31
Filed2026-05-15
MUB
-14.83%ISHARES AMT-FREE MUNI BOND ETF
Shares142.5K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE COM NEW
5.29%GE AEROSPACE COM NEW
Shares53.2K
Event2026-03-31
Filed2026-05-15
LMT
-10.11%LOCKHEED MARTIN CORP COM
Shares24.9K
Event2026-03-31
Filed2026-05-15
VIG
1.81%VANGUARD DIVIDEND APPRECIATION ETF
Shares70.0K
Event2026-03-31
Filed2026-05-15
NEE
-8.62%NEXTERA ENERGY INC COM
Shares162.0K
Event2026-03-31
Filed2026-05-15
FXN
NewFIRST TRUST ENERGY ALPHADEX ETF
Shares660.3K
Event2026-03-31
Filed2026-05-15
MCD
-2.04%MCDONALDS CORP COM
Shares47.6K
Event2026-03-31
Filed2026-05-15
FTXR
NewFIRST TRUST NASDAQ TRANSPORTATION ETF
Shares385.7K
Event2026-03-31
Filed2026-05-15
IEZ
NewISHARES U.S. OIL EQUIPMENT & SERVICES ETF
Shares502.7K
Event2026-03-31
Filed2026-05-15
GS
-3.85%GOLDMAN SACHS GROUP INC COM
Shares17.2K
Event2026-03-31
Filed2026-05-15
JPST
42.47%JPMORGAN ULTRA-SHORT INCOME ETF
Shares286.7K
Event2026-03-31
Filed2026-05-15
SLV
44.39%ISHARES SILVER TRUST ETF
Shares208.4K
Event2026-03-31
Filed2026-05-15
VO
25.32%VANGUARD MID CAP ETF
Shares49.4K
Event2026-03-31
Filed2026-05-15
DE
-2.08%DEERE & CO COM
Shares25.0K
Event2026-03-31
Filed2026-05-15
TJX
-7.15%TJX COS INC NEW COM
Shares87.5K
Event2026-03-31
Filed2026-05-15
T
11.48%AT&T INC COM
Shares481.9K
Event2026-03-31
Filed2026-05-15
COWZ
-1.25%PACER US CASH COWS 100 ETF
Shares222.8K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC SHS
10.37%EATON CORP PLC SHS
Shares38.5K
Event2026-03-31
Filed2026-05-15
GDX
35.04%MARKET VECTORS GOLD MINERS INDEX ETF
Shares149.5K
Event2026-03-31
Filed2026-05-15
ADI
19.51%ANALOG DEVICES INC COM
Shares43.1K
Event2026-03-31
Filed2026-05-15
VWO
5.22%VANGUARD FTSE EMERGING MARKETS ETF
Shares252.2K
Event2026-03-31
Filed2026-05-15
EFV
7.28%ISHARES MSCI EAFE VALUE INDEX ETF
Shares183.0K
Event2026-03-31
Filed2026-05-15
SPYM
1.65%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares177.7K
Event2026-03-31
Filed2026-05-15
VBR
-12.96%VANGUARD SMALL CAP VALUE ETF
Shares62.4K
Event2026-03-31
Filed2026-05-15
EFA
10.42%ISHARES MSCI EAFE ETF
Shares139.2K
Event2026-03-31
Filed2026-05-15
PSX
-3.25%PHILLIPS 66 COM
Shares73.7K
Event2026-03-31
Filed2026-05-15
MCK
-0.08%MCKESSON CORP COM
Shares15.4K
Event2026-03-31
Filed2026-05-15
ITA
-36.93%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares59.4K
Event2026-03-31
Filed2026-05-15
MPC
7.17%MARATHON PETE CORP COM
Shares52.9K
Event2026-03-31
Filed2026-05-15
VGT
1.32%VANGUARD INFORMATION TECHNOLOGY
Shares18.3K
Event2026-03-31
Filed2026-05-15
PSLV
6.05%SPROTT PHYSICAL SILVER TRUST CEF
Shares510.8K
Event2026-03-31
Filed2026-05-15
ISRG
6.75%INTUITIVE SURGICAL INC COM NEW
Shares26.8K
Event2026-03-31
Filed2026-05-15
FTEC
-0.62%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares58.8K
Event2026-03-31
Filed2026-05-15
CMI
1.12%CUMMINS INC COM
Shares22.7K
Event2026-03-31
Filed2026-05-15
AFL
0.26%AFLAC INC COM
Shares109.9K
Event2026-03-31
Filed2026-05-15
FDVV
0.15%FIDELITY HIGH DIVIDEND ETF
Shares218.1K
Event2026-03-31
Filed2026-05-15
XLU
14.23%UTILITIES SELECT SECTOR SPDR ETF
Shares257.9K
Event2026-03-31
Filed2026-05-15
IWF
0.26%ISHARES RUSSELL 1000 GROWTH ETF
Shares27.6K
Event2026-03-31
Filed2026-05-15
PHYS
6.42%SPROTT PHYSICAL GOLD TRUST CEF
Shares332.3K
Event2026-03-31
Filed2026-05-15
GLW
0.12%CORNING INC COM
Shares86.4K
Event2026-03-31
Filed2026-05-15
SO
-13.73%SOUTHERN CO COM
Shares121.4K
Event2026-03-31
Filed2026-05-15
MO
4.90%ALTRIA GROUP INC COM
Shares177.4K
Event2026-03-31
Filed2026-05-15
TLT
-19.27%ISHARES 20 YR TREASURY ETF
Shares134.1K
Event2026-03-31
Filed2026-05-15
QCOM
16.05%QUALCOMM INC COM
Shares89.9K
Event2026-03-31
Filed2026-05-15
UNH
-27.36%UNITEDHEALTH GROUP INC COM
Shares42.7K
Event2026-03-31
Filed2026-05-15
LOW
0.84%LOWES COS INC COM
Shares48.3K
Event2026-03-31
Filed2026-05-15
PULS
9.15%PGIM ULTRA SHORT BOND ETF
Shares230.6K
Event2026-03-31
Filed2026-05-15
AVUV
-13.42%AVANTIS U.S. SMALL CAP VALUE ETF
Shares103.3K
Event2026-03-31
Filed2026-05-15
FBND
6.93%FIDELITY TOTAL BOND ETF
Shares244.9K
Event2026-03-31
Filed2026-05-15
SFLR
14.32%INNOVATOR EQUITY MANAGED FLOOR ETF
Shares312.2K
Event2026-03-31
Filed2026-05-15
RTX
-4.38%RTX CORPORATION COM
Shares55.2K
Event2026-03-31
Filed2026-05-15
IAI
-15.68%ISHARES BROKER DEALERS & SECURITIES EXCH ETF
Shares64.6K
Event2026-03-31
Filed2026-05-15
CGGR
-4.32%CAPITAL GROUP GROWTH ETF
Shares263.5K
Event2026-03-31
Filed2026-05-15
DGRO
4.83%ISHARES CORE DIVIDEND GROWTH ETF
Shares150.9K
Event2026-03-31
Filed2026-05-15
STLD
-2.49%STEEL DYNAMICS INC COM
Shares58.6K
Event2026-03-31
Filed2026-05-15
VRT
8.36%VERTIV HOLDINGS CO COM CL A
Shares41.8K
Event2026-03-31
Filed2026-05-15
NEM
16.53%NEWMONT CORP COM
Shares96.3K
Event2026-03-31
Filed2026-05-15
KO
1.68%COCA COLA CO COM
Shares137.0K
Event2026-03-31
Filed2026-05-15
GILD
-5.95%GILEAD SCIENCES INC COM
Shares74.1K
Event2026-03-31
Filed2026-05-15
AIRR
14.44%FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares93.3K
Event2026-03-31
Filed2026-05-15
AMGN
1.01%AMGEN INC COM
Shares29.1K
Event2026-03-31
Filed2026-05-15
IUSB
27.59%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares221.0K
Event2026-03-31
Filed2026-05-15
NOW
57.19%SERVICENOW INC COM
Shares96.7K
Event2026-03-31
Filed2026-05-15
JAAA
5.17%JANUS HENDERSON AAA CLO ETF
Shares200.0K
Event2026-03-31
Filed2026-05-15
XLV
-7.40%HEALTH CARE SELECT SECTOR SPDR ETF
Shares68.6K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP
54.09%DUKE ENERGY CORP
Shares76.0K
Event2026-03-31
Filed2026-05-15
AXP
-7.29%AMERICAN EXPRESS CO COM
Shares32.5K
Event2026-03-31
Filed2026-05-15
XLI
-4.65%INDUSTRIAL SELECT SECTOR SPDR
Shares60.8K
Event2026-03-31
Filed2026-05-15
PEP
-7.56%PEPSICO INC COM
Shares62.6K
Event2026-03-31
Filed2026-05-15
EPD
23.13%ENTERPRISE PRODUCTS PARTNERS LP
Shares252.5K
Event2026-03-31
Filed2026-05-15
APH
17.37%AMPHENOL CORP CL A
Shares75.5K
Event2026-03-31
Filed2026-05-15
GDXJ
1279.43%VANECK VECTORS JUNIOR GOLD MINERS ETF
Shares79.4K
Event2026-03-31
Filed2026-05-15
BAI
28.86%ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
Shares289.1K
Event2026-03-31
Filed2026-05-15
FTLS
11.32%FIRST TRUST LONG/SHORT EQUITY ETF
Shares134.8K
Event2026-03-31
Filed2026-05-15
VLO
16.78%VALERO ENERGY CORP
Shares38.3K
Event2026-03-31
Filed2026-05-15
ESGD
5.27%ISHARES ESG AWARE MSCI EAFE ETF
Shares98.8K
Event2026-03-31
Filed2026-05-15
ET
12.05%ENERGY TRANSFER LP
Shares489.4K
Event2026-03-31
Filed2026-05-15
WDC
25.49%WESTERN DIGITAL CORP COM
Shares34.6K
Event2026-03-31
Filed2026-05-15
APP
-11.69%APPLOVIN CORP COM CL A
Shares23.4K
Event2026-03-31
Filed2026-05-15
OUNZ
7.54%VANECK MERK GOLD ETF
Shares205.7K
Event2026-03-31
Filed2026-05-15
SYK
3.88%STRYKER CORPORATION COM
Shares28.2K
Event2026-03-31
Filed2026-05-15
SMH
-3.20%VANECK SEMICONDUCTOR ETF
Shares23.6K
Event2026-03-31
Filed2026-05-15
QQQM
-4.79%INVESCO NASDAQ 100 ETF
Shares38.1K
Event2026-03-31
Filed2026-05-15
BND
-2.97%VANGUARD TOTAL BOND MARKET ETF
Shares122.3K
Event2026-03-31
Filed2026-05-15
BUFR
1012.73%FT VEST LADDERED BUFFER ETF
Shares265.5K
Event2026-03-31
Filed2026-05-15
AZO
18.51%AUTOZONE INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-15
DYNF
8.79%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares152.6K
Event2026-03-31
Filed2026-05-15
SLB
14.52%SLB LIMITED COM STK
Shares170.7K
Event2026-03-31
Filed2026-05-15
FDHY
-5.01%FIDELITY ENHANCED HIGH YIELD ETF
Shares179.2K
Event2026-03-31
Filed2026-05-15
IEF
-2.51%ISHARES 7-10 YR TREASURY BOND ETF
Shares89.7K
Event2026-03-31
Filed2026-05-15
SCHX
-5.19%SCHWAB US LARGE CAP ETF
Shares333.6K
Event2026-03-31
Filed2026-05-15
BAC
-2.97%BANK OF AMER CORP COM
Shares174.5K
Event2026-03-31
Filed2026-05-15
SCHI
11.21%SCHWAB 5-10 YEAR CORPORATE BOND ETF
Shares374.7K
Event2026-03-31
Filed2026-05-15
VYM
-12.68%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares57.2K
Event2026-03-31
Filed2026-05-15
HWM
38.90%HOWMET AEROSPACE INC COM
Shares36.7K
Event2026-03-31
Filed2026-05-15
GSY
77.03%INVESCO ULTRA SHORT DURATION ETF
Shares168.7K
Event2026-03-31
Filed2026-05-15
VEU
7.21%VANGUARD FTSE ALL-WORLD EX-US
Shares112.3K
Event2026-03-31
Filed2026-05-15
CELESTICA INC COM
-1.40%CELESTICA INC COM
Shares29.8K
Event2026-03-31
Filed2026-05-15
SHOP
-15.36%SHOPIFY INC CL A SUB VTG SHS
Shares70.8K
Event2026-03-31
Filed2026-05-15
SCHF
27.40%SCHWAB INTERNATIONAL EQUITY ETF
Shares336.9K
Event2026-03-31
Filed2026-05-15
IWV
-7.99%ISHARES RUSSELL 3000 ETF
Shares22.5K
Event2026-03-31
Filed2026-05-15
ASML
46.06%ASML HLDG NV N Y REGISTRY SHS
Shares6.3K
Event2026-03-31
Filed2026-05-15
INTC
0.83%INTEL CORP COM
Shares187.9K
Event2026-03-31
Filed2026-05-15
GLDM
2.16%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares89.3K
Event2026-03-31
Filed2026-05-15
WFC
-1.55%WELLS FARGO & CO COM
Shares103.5K
Event2026-03-31
Filed2026-05-15
LNG
-17.71%CHENIERE ENERGY INC COM NEW
Shares28.8K
Event2026-03-31
Filed2026-05-15
IWD
-29.30%ISHARES RUSSELL 1000 VALUE ETF
Shares38.1K
Event2026-03-31
Filed2026-05-15
MELI
6.93%MERCADOLIBRE INC COM
Shares4.7K
Event2026-03-31
Filed2026-05-15
VST
8.30%VISTRA CORP COM
Shares52.1K
Event2026-03-31
Filed2026-05-15
VTIP
-23.77%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares154.8K
Event2026-03-31
Filed2026-05-15
MEDP
4.60%MEDPACE HLDGS INC COM
Shares16.0K
Event2026-03-31
Filed2026-05-15
WTAI
-5.46%WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND
Shares272.6K
Event2026-03-31
Filed2026-05-15
LINDE PLC
16.51%LINDE PLC
Shares15.5K
Event2026-03-31
Filed2026-05-15
WM
-3.05%WASTE MGMT INC DEL COM
Shares33.1K
Event2026-03-31
Filed2026-05-15
ESGU
-1.26%ISHARES ESG AWARE MSCI USA ETF
Shares53.5K
Event2026-03-31
Filed2026-05-15
XLF
1.95%FINANCIAL SELECT SECTOR SPDR
Shares152.2K
Event2026-03-31
Filed2026-05-15
AMT
24.60%AMERICAN TOWER CORP COM
Shares43.2K
Event2026-03-31
Filed2026-05-15
TFC
6.92%TRUIST FINL CORP COM
Shares161.4K
Event2026-03-31
Filed2026-05-15
SPTM
-11.24%STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Shares93.4K
Event2026-03-31
Filed2026-05-15
DSI
-30.95%ISHARES ESG MSCI KLD 400 ETF
Shares60.9K
Event2026-03-31
Filed2026-05-15
EUSB
8.79%ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF
Shares168.9K
Event2026-03-31
Filed2026-05-15
ACWX
52.59%ISHARES MSCI ACWI EX US
Shares107.0K
Event2026-03-31
Filed2026-05-15
TDG
5.20%TRANSDIGM GROUP INC COM
Shares6.3K
Event2026-03-31
Filed2026-05-15
EQWL
35.69%INVESCO S&P 100 EQUAL WEIGHT ETF
Shares63.3K
Event2026-03-31
Filed2026-05-15
GOVT
120.63%ISHARES U.S. TREASURY BOND ETF
Shares317.6K
Event2026-03-31
Filed2026-05-15
CF
79.15%CF INDUSTRIES HOLDINGS, INC.
Shares55.9K
Event2026-03-31
Filed2026-05-15
PFE
-3.84%PFIZER INC COM
Shares258.5K
Event2026-03-31
Filed2026-05-15
BINC
-7.86%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares138.0K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC SHS
14.67%MEDTRONIC PLC SHS
Shares82.4K
Event2026-03-31
Filed2026-05-15
INTU
32.96%INTUIT COM
Shares16.3K
Event2026-03-31
Filed2026-05-15
TMO
30.07%THERMO FISHER SCIENTIFIC INC
Shares14.2K
Event2026-03-31
Filed2026-05-15
PANW
10.28%PALO ALTO NETWORKS INC COM
Shares43.6K
Event2026-03-31
Filed2026-05-15
SRLN
18.94%SSGA ACTIVE ETF TR BLKSTN GSOSRLN
Shares173.7K
Event2026-03-31
Filed2026-05-15
USFR
26.50%WISDOMTREE FLOATING RATE TREASURY FUND
Shares138.2K
Event2026-03-31
Filed2026-05-15
EFG
451.42%ISHARES MSCI EAFE GROWTH INDEX ETF
Shares62.2K
Event2026-03-31
Filed2026-05-15
EOG
-2.08%EOG RESOURCES INC
Shares47.8K
Event2026-03-31
Filed2026-05-15
FIS
1.77%FIDELITY NATL INFORMATION SVCS COM
Shares146.8K
Event2026-03-31
Filed2026-05-15
IWR
8.18%ISHARES RUSSELL MID-CAP ETF
Shares70.3K
Event2026-03-31
Filed2026-05-15
IWB
0.73%ISHARES RUSSELL 1000 ETF
Shares19.2K
Event2026-03-31
Filed2026-05-15
ABT
2.82%ABBOTT LABORATORIES COM
Shares66.5K
Event2026-03-31
Filed2026-05-15
CRM
-11.91%SALESFORCE INC COM
Shares36.4K
Event2026-03-31
Filed2026-05-15
POWL
-0.82%POWELL INDUSTRIES INC
Shares12.5K
Event2026-03-31
Filed2026-05-15
FSMD
1.07%FIDELITY SMALL-MID MULTIFACTOR ETF
Shares150.2K
Event2026-03-31
Filed2026-05-15
ASTS
34.95%AST SPACEMOBILE INC COM CL A
Shares81.0K
Event2026-03-31
Filed2026-05-15
QUAL
4.66%ISHARES MSCI USA QUALITY FACTOR ETF
Shares34.9K
Event2026-03-31
Filed2026-05-15
SUSA
-3.40%ISHARES MSCI USA ESG SELECT ETF
Shares50.5K
Event2026-03-31
Filed2026-05-15
OKE
16.83%ONEOK INC NEW COM
Shares73.6K
Event2026-03-31
Filed2026-05-15
DELL
38.24%DELL TECHNOLOGIES INC CL C
Shares40.5K
Event2026-03-31
Filed2026-05-15
XLP
-0.43%CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares80.7K
Event2026-03-31
Filed2026-05-15
CGBL
20.75%CAPITAL GROUP CORE BALANCED ETF
Shares191.2K
Event2026-03-31
Filed2026-05-15
GRNY
0.33%FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
Shares273.3K
Event2026-03-31
Filed2026-05-15
DIA
63.94%SPDR DOW JONES INDUSTRIAL AVERAGE ETF
Shares14.0K
Event2026-03-31
Filed2026-05-15
IBIT
15.91%ISHARES BITCOIN TRUST ETF
Shares169.1K
Event2026-03-31
Filed2026-05-15
BA
2.99%BOEING CO COM
Shares32.6K
Event2026-03-31
Filed2026-05-15
OSCV
-16.00%OPUS SMALL CAP VALUE ETF
Shares162.7K
Event2026-03-31
Filed2026-05-15
IAGG
12.33%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares126.0K
Event2026-03-31
Filed2026-05-15
LB
2.47%LANDBRIDGE COMPANY LLC CL A
Shares90.9K
Event2026-03-31
Filed2026-05-15
EDV
9.15%VANGUARD EXTENDED DURATION ETF
Shares96.3K
Event2026-03-31
Filed2026-05-15
UBER
-28.75%UBER TECHNOLOGIES INC COM
Shares86.7K
Event2026-03-31
Filed2026-05-15
FXE
23.88%INVESCO CURRENCY SHARES EURO ETF
Shares58.1K
Event2026-03-31
Filed2026-05-15
DFCF
34.30%DIMENSIONAL CORE FIXED INCOME ETF
Shares146.5K
Event2026-03-31
Filed2026-05-15
CB
-0.58%CHUBB LTD SWITZ COM
Shares18.9K
Event2026-03-31
Filed2026-05-15
MS
0.87%MORGAN STANLEY COM NEW
Shares37.3K
Event2026-03-31
Filed2026-05-15
IUSG
224.73%ISHARES CORE S&P U.S. GROWTH ETF
Shares39.6K
Event2026-03-31
Filed2026-05-15
ALERIAN MLP ETF
2.69%ALERIAN MLP ETF
Shares115.8K
Event2026-03-31
Filed2026-05-15
WMB
9.28%WILLIAMS COMPANIES INC
Shares83.4K
Event2026-03-31
Filed2026-05-15
FLRG
-26.26%FIDELITY U.S. MULTIFACTOR ETF
Shares164.2K
Event2026-03-31
Filed2026-05-15
CL
-18.08%COLGATE PALMOLIVE CO COM
Shares70.7K
Event2026-03-31
Filed2026-05-15
FLOT
39.31%ISHARES FLOATING RATE BOND ETF
Shares118.2K
Event2026-03-31
Filed2026-05-15
URI
-1.58%UNITED RENTALS INC COM
Shares8.2K
Event2026-03-31
Filed2026-05-15
VSGX
-3.45%VANGUARD ESG INTERNATIONAL STOCK ETF
Shares83.6K
Event2026-03-31
Filed2026-05-15
KMB
29.89%KIMBERLY-CLARK CORP COM
Shares61.9K
Event2026-03-31
Filed2026-05-15
HYG
-12.73%ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
Shares74.7K
Event2026-03-31
Filed2026-05-15
NVS
21.31%NOVARTIS AG SPONSORED ADR
Shares38.7K
Event2026-03-31
Filed2026-05-15
CGDV
6.93%CAPITAL GROUP DIVIDEND VALUE ETF
Shares137.9K
Event2026-03-31
Filed2026-05-15
OEF
-39.67%ISHARES S&P 100 ETF
Shares18.4K
Event2026-03-31
Filed2026-05-15
SHW
-7.50%SHERWIN WILLIAMS CO COM
Shares18.2K
Event2026-03-31
Filed2026-05-15
MSB
1.71%MESABI TR CTF BEN INT
Shares184.6K
Event2026-03-31
Filed2026-05-15
SPDW
-8.78%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares127.3K
Event2026-03-31
Filed2026-05-15
LCTU
2.44%ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
Shares82.8K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
-5.26%GENERAL DYNAMICS CORP
Shares16.9K
Event2026-03-31
Filed2026-05-15
STIP
3.86%ISHARES 0-5 YR TIPS BOND ETF
Shares56.0K
Event2026-03-31
Filed2026-05-15
CEG
18.47%CONSTELLATION ENERGY CORP COM
Shares20.7K
Event2026-03-31
Filed2026-05-15
RSPT
-5.51%INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
Shares126.4K
Event2026-03-31
Filed2026-05-15
IUSV
292.69%ISHARES CORE S&P US VALUE ETF
Shares55.9K
Event2026-03-31
Filed2026-05-15
UNP
1.62%UNION PACIFIC CORP
Shares23.4K
Event2026-03-31
Filed2026-05-15
NBIS
3.38%NEBIUS GROUP N.V. SHS CLASS A
Shares54.3K
Event2026-03-31
Filed2026-05-15
TPR
20.92%TAPESTRY INC
Shares39.8K
Event2026-03-31
Filed2026-05-15
IDEF
NewISHARES DEFENSE INDUSTRIALS ACTIVE ETF
Shares171.1K
Event2026-03-31
Filed2026-05-15
SPBU
0.27%ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF
Shares204.2K
Event2026-03-31
Filed2026-05-15
KMI
2.23%KINDER MORGAN INC
Shares165.5K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC COM
11.05%BLACKSTONE INC COM
Shares48.2K
Event2026-03-31
Filed2026-05-15
HON
16.44%HONEYWELL INTERNATIONAL INC
Shares24.5K
Event2026-03-31
Filed2026-05-15
FCX
24.98%FREEPORT MCMORAN INC CL B
Shares92.7K
Event2026-03-31
Filed2026-05-15
PBT
1.98%PERMIAN BASIN ROYALTY TRUST
Shares251.4K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC COM NEW
0.96%CITIGROUP INC COM NEW
Shares47.6K
Event2026-03-31
Filed2026-05-15
BMY
3.39%BRISTOL-MYERS SQUIBB CO COM
Shares88.9K
Event2026-03-31
Filed2026-05-15
FENI
22.90%FIDELITY ENHANCED INTERNATIONAL ETF
Shares143.7K
Event2026-03-31
Filed2026-05-15
PROSHARES SHORT S&P 500 ETF
NewPROSHARES SHORT S&P 500 ETF
Shares140.9K
Event2026-03-31
Filed2026-05-15
CRWV
45.97%COREWEAVE INC COM CL A
Shares68.8K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC
1.21%WEC ENERGY GROUP INC
Shares45.6K
Event2026-03-31
Filed2026-05-15
MBB
27.51%ISHARES MBS ETF
Shares55.6K
Event2026-03-31
Filed2026-05-15
ACWI
0.72%ISHARES MSCI ACWI ETF
Shares38.1K
Event2026-03-31
Filed2026-05-15
BUFD
2.55%FT VEST LADDERED DEEP BUFFER ETF
Shares186.5K
Event2026-03-31
Filed2026-05-15
VBK
-11.20%VANGUARD SMALL-CAP GROWTH ETF
Shares17.2K
Event2026-03-31
Filed2026-05-15
FTNT
3.65%FORTINET INC COM
Shares63.6K
Event2026-03-31
Filed2026-05-15
HSY
4.27%HERSHEY CO
Shares25.0K
Event2026-03-31
Filed2026-05-15
VB
-1.92%VANGUARD SMALL CAP ETF
Shares19.7K
Event2026-03-31
Filed2026-05-15
UPS
6.56%UNITED PARCEL SVCS INC CL B
Shares52.4K
Event2026-03-31
Filed2026-05-15
COF
9.73%CAPITAL ONE FINL CORP COM
Shares28.1K
Event2026-03-31
Filed2026-05-15
IJS
-0.77%ISHARES S&P SMALLCAP 600 VALUE ETF
Shares43.2K
Event2026-03-31
Filed2026-05-15
BILS
-8.57%STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
Shares51.2K
Event2026-03-31
Filed2026-05-15
BMO
-6.22%BANK MONTREAL MEDIUM COM
Shares37.6K
Event2026-03-31
Filed2026-05-15
EVR
3.35%EVERCORE INC CLASS A
Shares17.0K
Event2026-03-31
Filed2026-05-15
AVDE
3.61%AVANTIS INTERNATIONAL EQUITY ETF
Shares59.9K
Event2026-03-31
Filed2026-05-15
VNQ
0.31%VANGUARD REIT INDEX ETF
Shares57.0K
Event2026-03-31
Filed2026-05-15
DBEF
17.93%XTRACKERS MSCI EAFE HEDGED EQUITY ETF
Shares101.5K
Event2026-03-31
Filed2026-05-15
ESML
-6.16%ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
Shares105.9K
Event2026-03-31
Filed2026-05-15
GOCT
-0.57%FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER
Shares128.1K
Event2026-03-31
Filed2026-05-15
PSI
-0.30%INVESCO SEMICONDUCTORS ETF
Shares52.4K
Event2026-03-31
Filed2026-05-15
IWP
6.84%ISHARES RUSSELL MIDCAP GROWTH ETF
Shares38.5K
Event2026-03-31
Filed2026-05-15
USMV
5.44%ISHARES EDGE MSCI MINIMUM VOLATILITY USA ETF
Shares53.0K
Event2026-03-31
Filed2026-05-15
INCY
19.50%INCYTE CORP
Shares52.0K
Event2026-03-31
Filed2026-05-15
CIEN
9.72%CIENA CORP COM NEW
Shares12.5K
Event2026-03-31
Filed2026-05-15
BTAL
5.42%AGF U.S. MARKET NEUTRAL ANTI-BETA FUND
Shares347.5K
Event2026-03-31
Filed2026-05-15
EPOL
640.21%ISHARES MSCI POLAND ETF
Shares132.6K
Event2026-03-31
Filed2026-05-15
EWI
606.27%ISHARES MSCI ITALY ETF
Shares89.4K
Event2026-03-31
Filed2026-05-15
VTEB
11.12%VANGUARD TAX-EXEMPT BOND ETF
Shares95.7K
Event2026-03-31
Filed2026-05-15
NUDM
56.44%NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF
Shares132.0K
Event2026-03-31
Filed2026-05-15
POCT
-0.93%INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
Shares110.5K
Event2026-03-31
Filed2026-05-15
VIGI
4.00%VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
Shares53.8K
Event2026-03-31
Filed2026-05-15
SBUX
-5.99%STARBUCKS CORP COM
Shares52.7K
Event2026-03-31
Filed2026-05-15
MLPA
3.34%GLOBAL X MLP ETF
Shares87.4K
Event2026-03-31
Filed2026-05-15
SPEM
-8.09%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares100.1K
Event2026-03-31
Filed2026-05-15
FDX
-4.15%FEDEX CORP COM
Shares13.2K
Event2026-03-31
Filed2026-05-15
DFUS
2.79%DIMENSIONAL U.S. EQUITY MARKET ETF
Shares66.1K
Event2026-03-31
Filed2026-05-15
LQD
-2.15%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares43.0K
Event2026-03-31
Filed2026-05-15
WPM
-7.11%WHEATON PRECIOUS METALS CORP
Shares35.6K
Event2026-03-31
Filed2026-05-15
WAB
0.29%WABTEC COM
Shares18.6K
Event2026-03-31
Filed2026-05-15
XLY
-16.58%CONSUMER DISCRETIONARY SEL SECTOR SPDR FD
Shares42.7K
Event2026-03-31
Filed2026-05-15
MTUM
14.56%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares19.3K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND SHS CLASS A
NewACCENTURE PLC IRELAND SHS CLASS A
Shares23.3K
Event2026-03-31
Filed2026-05-15
MARVELL TECHNOLOGY INC COM
41.10%MARVELL TECHNOLOGY INC COM
Shares46.7K
Event2026-03-31
Filed2026-05-15
EIS
512.38%ISHARES MSCI ISRAEL ETF
Shares39.8K
Event2026-03-31
Filed2026-05-15
TRV
7.89%TRAVELERS COMPANIES INC COM
Shares15.8K
Event2026-03-31
Filed2026-05-15
ADBE
-26.29%ADOBE INC COM
Shares18.9K
Event2026-03-31
Filed2026-05-15
VOE
3.54%VANGUARD MID-CAP VALUE ETF
Shares24.8K
Event2026-03-31
Filed2026-05-15
ITW
-0.43%ILLINOIS TOOL WKS INC COM
Shares17.5K
Event2026-03-31
Filed2026-05-15
SPGI
-8.70%S&P GLOBAL INC COM
Shares10.7K
Event2026-03-31
Filed2026-05-15
DIS
-0.64%DISNEY WALT CO COM
Shares47.3K
Event2026-03-31
Filed2026-05-15
FNDX
71.83%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares163.5K
Event2026-03-31
Filed2026-05-15
EWY
303.27%ISHARES MSCI SOUTH KOREA INDEX FD ETF
Shares37.0K
Event2026-03-31
Filed2026-05-15
CGUS
3.02%CAPITAL GROUP CORE EQUITY ETF
Shares117.3K
Event2026-03-31
Filed2026-05-15
DFAI
28.42%DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
Shares115.0K
Event2026-03-31
Filed2026-05-15
DJAN
-1.41%FT VEST US EQUITY DEEP BUFFER ETF - JANUARY
Shares105.3K
Event2026-03-31
Filed2026-05-15
VWOB
-1.24%VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
Shares68.1K
Event2026-03-31
Filed2026-05-15
FLQM
4.89%FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
Shares81.2K
Event2026-03-31
Filed2026-05-15
GHYB
-3.87%GOLDMAN SACHS ACCESS HIGH YIELD CORPORATE BOND ETF
Shares99.7K
Event2026-03-31
Filed2026-05-15
JPIE
2.25%JPMORGAN INCOME ETF
Shares96.0K
Event2026-03-31
Filed2026-05-15
HAL
17.70%HALLIBURTON CO
Shares113.1K
Event2026-03-31
Filed2026-05-15
COWG
-2.77%PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
Shares130.6K
Event2026-03-31
Filed2026-05-15
AVDV
10.70%AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
Shares44.1K
Event2026-03-31
Filed2026-05-15
DGRW
-20.19%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares50.0K
Event2026-03-31
Filed2026-05-15
SNA
16.51%SNAP-ON INC
Shares12.1K
Event2026-03-31
Filed2026-05-15
EPU
441.81%ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF
Shares54.4K
Event2026-03-31
Filed2026-05-15
BSV
-52.36%VANGUARD SHORT-TERM BOND ETF
Shares55.7K
Event2026-03-31
Filed2026-05-15
AMP
5.29%AMERIPRISE FINANCIAL INC
Shares9.8K
Event2026-03-31
Filed2026-05-15
LHX
3.11%L3HARRIS TECHNOLOGIES INC
Shares12.6K
Event2026-03-31
Filed2026-05-15
IGM
-22.17%ISHARES EXPANDED TECH SECTOR ETF
Shares36.6K
Event2026-03-31
Filed2026-05-15
ETR
38.86%ENTERGY CORP
Shares38.6K
Event2026-03-31
Filed2026-05-15
ORLY
3.92%OREILLY AUTOMOTIVE INC COM
Shares47.0K
Event2026-03-31
Filed2026-05-15
MGK
-2.95%VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF
Shares11.7K
Event2026-03-31
Filed2026-05-15
SPG
-7.55%SIMON PPTY GROUP INC NEW COM
Shares22.9K
Event2026-03-31
Filed2026-05-15
REET
15.97%ISHARES GLOBAL REIT ETF
Shares169.9K
Event2026-03-31
Filed2026-05-15
VGIT
33.59%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares71.7K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
-3.72%BLACKROCK INC
Shares4.4K
Event2026-03-31
Filed2026-05-15
TCAF
-8.57%T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares118.9K
Event2026-03-31
Filed2026-05-15
IDCC
1.65%INTERDIGITAL INC
Shares14.0K
Event2026-03-31
Filed2026-05-15
SPYV
-0.48%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares74.7K
Event2026-03-31
Filed2026-05-15
FIX
-7.86%COMFORT SYS USA INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-15
MPLX
35.52%MPLX LP PARTNERSHIP UNITS
Shares73.6K
Event2026-03-31
Filed2026-05-15
OLED
-3.70%UNIVERSAL DISPLAY CORP
Shares45.8K
Event2026-03-31
Filed2026-05-15
BIV
26.69%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares54.2K
Event2026-03-31
Filed2026-05-15
FRDM
35.77%FREEDOM 100 EMERGING MARKETS ETF
Shares76.4K
Event2026-03-31
Filed2026-05-15
SPYG
-0.34%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares42.5K
Event2026-03-31
Filed2026-05-15
PCAR
-6.41%PACCAR INC COM
Shares35.8K
Event2026-03-31
Filed2026-05-15
TOL
1.48%TOLL BROTHERS INC COM
Shares30.2K
Event2026-03-31
Filed2026-05-15
GBTC
2.31%GRAYSCALE BITCOIN TRUST ETF
Shares78.2K
Event2026-03-31
Filed2026-05-15
TLH
-1.33%ISHARES 10-20 YR TREASURY ETF
Shares40.3K
Event2026-03-31
Filed2026-05-15
ISCV
2.71%ISHARES MORNINGSTAR SMALL VALUE INDEX
Shares58.4K
Event2026-03-31
Filed2026-05-15
EUSA
61.68%ISHARES MSCI USA EQUAL WEIGHTED ETF
Shares39.8K
Event2026-03-31
Filed2026-05-15
BSX
62.29%BOSTON SCIENTIFIC CORP
Shares64.0K
Event2026-03-31
Filed2026-05-15
VGK
8.42%VANGUARD FTSE EUROPE ETF
Shares48.6K
Event2026-03-31
Filed2026-05-15
XLC
-14.48%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares36.1K
Event2026-03-31
Filed2026-05-15
SHEL
8.30%SHELL PLC SPON ADS
Shares43.0K
Event2026-03-31
Filed2026-05-15
DHR
30.75%DANAHER CORP
Shares21.0K
Event2026-03-31
Filed2026-05-15
SPYT
130.43%DEFIANCE S&P 500 TARGET INCOME ETF
Shares244.2K
Event2026-03-31
Filed2026-05-15
AGX
11.50%ARGAN INC COM
Shares7.3K
Event2026-03-31
Filed2026-05-15
DFIV
20.26%DIMENSIONAL INTERNATIONAL VALUE ETF
Shares75.2K
Event2026-03-31
Filed2026-05-15
CPRT
-11.63%COPART INC
Shares119.6K
Event2026-03-31
Filed2026-05-15
PRU
-15.51%PRUDENTIAL FINL INC COM
Shares40.5K
Event2026-03-31
Filed2026-05-15
MMM
5.01%3M CO COM
Shares27.2K
Event2026-03-31
Filed2026-05-15
PGR
-11.76%PROGRESSIVE CORP COM
Shares19.9K
Event2026-03-31
Filed2026-05-15
DRI
7.54%DARDEN RESTAURANTS INC
Shares20.1K
Event2026-03-31
Filed2026-05-15
EME
-14.67%EMCOR GROUP INC
Shares5.3K
Event2026-03-31
Filed2026-05-15
EFAV
3.69%ISHARES EDGE MSCI MIN VOL EAFE ETF
Shares43.0K
Event2026-03-31
Filed2026-05-15
CLX
-20.46%CLOROX CO DEL COM
Shares37.9K
Event2026-03-31
Filed2026-05-15
APOLLO GLOBAL MANAGEMENT LLC CLASS A
3.33%APOLLO GLOBAL MANAGEMENT LLC CLASS A
Shares35.2K
Event2026-03-31
Filed2026-05-15
DBE
NewINVESCO DB ENERGY ETF
Shares132.9K
Event2026-03-31
Filed2026-05-15
CVS
22.41%CVS HEALTH CORP
Shares54.3K
Event2026-03-31
Filed2026-05-15
PSC
827.80%PRINCIPAL U.S. SMALL-CAP ETF
Shares68.0K
Event2026-03-31
Filed2026-05-15
FEP
NewFIRST TRUST EUROPE ALPHADEX ETF
Shares71.4K
Event2026-03-31
Filed2026-05-15
HAS
1.13%HASBRO INC
Shares41.4K
Event2026-03-31
Filed2026-05-15
PEG
0.62%PUBLIC SERVICE ENTERPRISE GROUP INC
Shares47.6K
Event2026-03-31
Filed2026-05-15
INVESCO RAFI EMERGING MARKETS ETF
12.19%INVESCO RAFI EMERGING MARKETS ETF
Shares142.9K
Event2026-03-31
Filed2026-05-15
BF.B
-5.38%BROWN FORMAN CORP CL B
Shares145.4K
Event2026-03-31
Filed2026-05-15
THRO
29.25%ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
Shares106.0K
Event2026-03-31
Filed2026-05-15
DIVO
44.99%AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares85.5K
Event2026-03-31
Filed2026-05-15
ROST
178.46%ROSS STORES INC COM
Shares17.6K
Event2026-03-31
Filed2026-05-15
BKR
97.25%BAKER HUGHES INC
Shares62.5K
Event2026-03-31
Filed2026-05-15
FKU
NewFIRST TR EXCH TRADEDALPHADEX FD II UNITED KINGDOM ALPHADEX FD
Shares75.6K
Event2026-03-31
Filed2026-05-15
MSTR
28.17%STRATEGY INC CL A NEW
Shares30.5K
Event2026-03-31
Filed2026-05-15
AVEM
23.68%AVANTIS EMERGING MARKETS EQUITY ETF
Shares47.2K
Event2026-03-31
Filed2026-05-15
SPIB
-21.12%STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Shares113.1K
Event2026-03-31
Filed2026-05-15
IEI
-25.13%ISHARES 3-7 YR TREASURY BOND ETF
Shares32.0K
Event2026-03-31
Filed2026-05-15
MDY
-4.11%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares6.1K
Event2026-03-31
Filed2026-05-15
ROKU
-2.81%ROKU INC CLASS A
Shares39.7K
Event2026-03-31
Filed2026-05-15
GIS
42.22%GENERAL MILLS INC
Shares100.3K
Event2026-03-31
Filed2026-05-15
TIP
47.90%ISHARES TIPS BOND ETF
Shares33.8K
Event2026-03-31
Filed2026-05-15
EMR
-2.72%EMERSON ELEC CO COM
Shares28.1K
Event2026-03-31
Filed2026-05-15
BUFS
590.22%FT VEST LADDERED SMALL CAP MODERATE BUFFER ETF
Shares158.8K
Event2026-03-31
Filed2026-05-15
PSFF
5.97%PACER SWAN SOS FUND OF FUNDS ETF
Shares114.2K
Event2026-03-31
Filed2026-05-15
RIO
-0.41%RIO TINTO PLC SPONSORED ADR
Shares39.1K
Event2026-03-31
Filed2026-05-15
NSC
-5.14%NORFOLK SOUTHERN CORP
Shares12.6K
Event2026-03-31
Filed2026-05-15
FEUZ
NewFIRST TRUST EUROZONE ALPHADEX ETF
Shares58.0K
Event2026-03-31
Filed2026-05-15
DVN
9.68%DEVON ENERGY CORP
Shares71.6K
Event2026-03-31
Filed2026-05-15
APD
-1.51%AIR PRODUCTS & CHEMICALS INC
Shares12.4K
Event2026-03-31
Filed2026-05-15
FBTC
5.94%FIDELITY WISE ORIGIN BITCOIN FUND
Shares60.3K
Event2026-03-31
Filed2026-05-15
EEM
3.29%ISHARES MSCI EMERGING MARKETS ETF
Shares62.4K
Event2026-03-31
Filed2026-05-15
DBO
NewINVESCO DB OIL ETF
Shares180.0K
Event2026-03-31
Filed2026-05-15
FGM
NewFIRST TRUST GERMANY ALPHADEX FUND
Shares58.7K
Event2026-03-31
Filed2026-05-15
WRB
-7.59%BERKLEY W R CORP COM
Shares52.9K
Event2026-03-31
Filed2026-05-15
COIN
45.95%COINBASE GLOBAL INC COM CL A
Shares20.1K
Event2026-03-31
Filed2026-05-15
SCHV
8.57%SCHWAB US LARGE CAP VALUE ETF
Shares114.7K
Event2026-03-31
Filed2026-05-15
CGXU
4.56%CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
Shares118.6K
Event2026-03-31
Filed2026-05-15
BUFY
970.94%FT VEST LADDERED INTERNATIONAL MODERATE BUFFER ETF
Shares155.9K
Event2026-03-31
Filed2026-05-15
FCA
NewFIRST TRUST CHINA ALPHADEX ETF
Shares110.8K
Event2026-03-31
Filed2026-05-15
KRE
2.35%SPDR S&P REGIONAL BANKING ETF
Shares53.1K
Event2026-03-31
Filed2026-05-15
UOCT
-0.44%INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER
Shares90.3K
Event2026-03-31
Filed2026-05-15
VYMI
1.68%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares36.6K
Event2026-03-31
Filed2026-05-15
IGSB
5.88%ISHARES 1-3 YR CREDIT BOND ETF
Shares65.7K
Event2026-03-31
Filed2026-05-15
RGLD
-10.95%ROYAL GOLD INC
Shares13.5K
Event2026-03-31
Filed2026-05-15
TSCO
-11.92%TRACTOR SUPPLY CO COM
Shares75.7K
Event2026-03-31
Filed2026-05-15
UNILEVER PLC SPON ADR NEW
36.33%UNILEVER PLC SPON ADR NEW
Shares60.0K
Event2026-03-31
Filed2026-05-15
MET
4.20%METLIFE INC
Shares48.2K
Event2026-03-31
Filed2026-05-15
FSTA
-17.19%FIDELITY MSCI CONSUMER STAPLES INDEX ETF
Shares65.1K
Event2026-03-31
Filed2026-05-15
AWK
-3.49%AMERICAN WTR WKS CO INC NEW COM
Shares24.9K
Event2026-03-31
Filed2026-05-15
FCLD
-3.02%FIDELITY CLOUD COMPUTING ETF
Shares123.9K
Event2026-03-31
Filed2026-05-15
KNSL
5.04%KINSALE CAP GROUP INC COM
Shares9.8K
Event2026-03-31
Filed2026-05-15
NKE
2.61%NIKE INC CL B
Shares63.4K
Event2026-03-31
Filed2026-05-15
WTTR
-2.23%SELECT WATER SOLUTIONS INC CL A COM
Shares219.0K
Event2026-03-31
Filed2026-05-15
AEM
-23.46%AGNICO EAGLE MINES LTD
Shares16.5K
Event2026-03-31
Filed2026-05-15
DFAS
35.92%DIMENSIONAL U.S. SMALL CAP ETF
Shares46.5K
Event2026-03-31
Filed2026-05-15
RSPU
1.19%INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
Shares40.8K
Event2026-03-31
Filed2026-05-15
SDY
-5.82%SPDR SER TR S&P DIVID ETF
Shares22.5K
Event2026-03-31
Filed2026-05-15
TXN
-4.58%TEXAS INSTRS INC COM
Shares16.9K
Event2026-03-31
Filed2026-05-15
MINT
47.91%PIMCO ENHANCED SHORT MATURITY ETF
Shares32.5K
Event2026-03-31
Filed2026-05-15
VMBS
6.26%VANGUARD MORTGAGE-BACKED SECURITIES ETF
Shares69.0K
Event2026-03-31
Filed2026-05-15
ZS
43.03%ZSCALER INC
Shares23.0K
Event2026-03-31
Filed2026-05-15
ECL
-5.88%ECOLAB INC
Shares12.1K
Event2026-03-31
Filed2026-05-15
VSLU
-4.61%APPLIED FINANCE VALUATION LARGE CAP ETF
Shares77.1K
Event2026-03-31
Filed2026-05-15
MDLZ
-33.63%MONDELEZ INTL INC CL A
Shares55.6K
Event2026-03-31
Filed2026-05-15
SCZ
-23.54%ISHARES MSCI EAFE SMALL CAP ETF
Shares40.5K
Event2026-03-31
Filed2026-05-15
PFFD
6.56%GLOBAL X U.S. PREFERRED ETF
Shares172.4K
Event2026-03-31
Filed2026-05-15
ROK
3.75%ROCKWELL AUTOMATION INC COM
Shares8.8K
Event2026-03-31
Filed2026-05-15
LITE
-19.47%LUMENTUM HOLDINGS INC
Shares4.5K
Event2026-03-31
Filed2026-05-15
NDSN
-5.41%NORDSON CORP
Shares11.8K
Event2026-03-31
Filed2026-05-15
VCSH
12.00%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares39.5K
Event2026-03-31
Filed2026-05-15
EQT CORP
39.94%EQT CORP
Shares49.3K
Event2026-03-31
Filed2026-05-15
IDV
62.03%ISHARES INTERNATIONAL SELECT DIVIDEND ETF
Shares73.5K
Event2026-03-31
Filed2026-05-15
NOC
44.04%NORTHROP GRUMMAN CORP
Shares4.6K
Event2026-03-31
Filed2026-05-15
UTF
56.93%COHEN & STEERS INFRASTRUCTURE CEF
Shares119.2K
Event2026-03-31
Filed2026-05-15
BOTZ
-5.99%GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
Shares92.8K
Event2026-03-31
Filed2026-05-15
SMMV
98.24%ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF
Shares70.7K
Event2026-03-31
Filed2026-05-15
XJH
-21.65%ISHARES ESG SELECT SCREENED S&P MID-CAP ETF
Shares67.9K
Event2026-03-31
Filed2026-05-15
ZTS
4.32%ZOETIS INC CLASS A
Shares26.0K
Event2026-03-31
Filed2026-05-15
REGN
1.67%REGENERON PHARMACEUTICALS INC
Shares4.0K
Event2026-03-31
Filed2026-05-15
CAH
150.53%CARDINAL HEALTH INC
Shares14.4K
Event2026-03-31
Filed2026-05-15
GGG
-4.28%GRACO INC
Shares35.9K
Event2026-03-31
Filed2026-05-15
SUB
20.35%ISHARES SHORT TERM NATIONAL MUNICIPAL BOND ETF
Shares28.4K
Event2026-03-31
Filed2026-05-15
PFEB
23.33%INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
Shares75.2K
Event2026-03-31
Filed2026-05-15
IWS
16.17%ISHARES RUSSELL MIDCAP VALUE INDEX
Shares20.6K
Event2026-03-31
Filed2026-05-15
BDX
7.51%BECTON DICKINSON & CO
Shares19.0K
Event2026-03-31
Filed2026-05-15
DNOV
4.41%FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
Shares62.2K
Event2026-03-31
Filed2026-05-15
BABA
24.52%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares23.7K
Event2026-03-31
Filed2026-05-15
BUFQ
NewFT VEST LADDERED NASDAQ BUFFER ETF
Shares83.7K
Event2026-03-31
Filed2026-05-15
BE
NewBLOOM ENERGY CORP CLASS A
Shares21.8K
Event2026-03-31
Filed2026-05-15
UCON
4.64%FIRST TRUST SMITH UNCONSTRAINED BOND ETF
Shares119.3K
Event2026-03-31
Filed2026-05-15
NJR
-2.79%NEW JERSEY RESOURCES CORP
Shares53.4K
Event2026-03-31
Filed2026-05-15
USB
12.13%US BANCORP
Shares56.2K
Event2026-03-31
Filed2026-05-15
IWN
35.67%ISHARES RUSSELL 2000 VALUE
Shares15.4K
Event2026-03-31
Filed2026-05-15
NTAP
100.00%NETAPP INC COM
Shares28.5K
Event2026-03-31
Filed2026-05-15
THC
36.28%TENET HEALTHCARE CORP COM NEW
Shares15.5K
Event2026-03-31
Filed2026-05-15
DHI
4.72%D R HORTON INC COM
Shares21.2K
Event2026-03-31
Filed2026-05-15
PH
-15.98%PARKER HANNIFIN CORP
Shares3.2K
Event2026-03-31
Filed2026-05-15
ANGLOGOLD ASHANTI PLC COM SHS
-16.09%ANGLOGOLD ASHANTI PLC COM SHS
Shares29.8K
Event2026-03-31
Filed2026-05-15
TROW
3.54%PRICE T ROWE GROUP INC COM
Shares32.2K
Event2026-03-31
Filed2026-05-15
SMIZ
-23.82%ZACKS SMALL/MID CAP ETF
Shares78.0K
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available