The Analysis of Advocate Investing Services LLC's Holdings & P&L


Currently, Advocate Investing Services LLC holds 448 types of securities in its portfolio with a total value $118.0M. In the most recent quarter, they have increased their positions in SPHD (+40.4K shares, valued at $2.0M), XLP (+14.0K shares, valued at $1.1M), AZN (+4.5K shares, valued at $897.4K); decreased their positions in GSY (-52.2K shares, valued at $2.6M), SLV (-15.2K shares, valued at $1.0M), ICSH (-7.1K shares, valued at $359.4K); initiated new positions in AZN (+4.5K shares, valued at $897.4K), FLNG (+28.5K shares, valued at $847.8K), USRT (+12.7K shares, valued at $751.7K); completely sold out of MPW (previously valued at $1.0K).


1M P&L
-208.7K-0.17%
3M P&L
-8.2M-6.32%
HY P&L
-6.5M-5.01%

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/A80.1M
67.9%
2Discount Stores2.9M
2.5%
3Semiconductors2.3M
2.0%

Top Industries by Stock Count

1N/A128 stocks
28.6%
2Drug Manufacturers - General13 stocks
2.9%
3Asset Management13 stocks
2.9%
Stock Holdings
GSY
INVESCO ACTIVELY MANAGED EXC
-16.20%
Shares270.1K
Event2026-03-31
Filed2026-04-22
TCAF
T ROWE PRICE ETF INC
-0.11%
Shares283.6K
Event2026-03-31
Filed2026-04-22
XLP
SELECT SECTOR SPDR TR
33.17%
Shares56.3K
Event2026-03-31
Filed2026-04-22
SPHD
INVESCO EXCH TRADED FD TR II
84.18%
Shares88.5K
Event2026-03-31
Filed2026-04-22
IXC
ISHARES TR
-0.32%
Shares63.2K
Event2026-03-31
Filed2026-04-22
VIG
VANGUARD SPECIALIZED FUNDS
2.29%
Shares15.9K
Event2026-03-31
Filed2026-04-22
XME
SPDR SERIES TRUST
-0.27%
Shares31.2K
Event2026-03-31
Filed2026-04-22
XLK
SELECT SECTOR SPDR TR
-0.35%
Shares16.2K
Event2026-03-31
Filed2026-04-22
XLE
SELECT SECTOR SPDR TR
-0.42%
Shares34.3K
Event2026-03-31
Filed2026-04-22
AAPL
APPLE INC
0.00%
Shares7.8K
Event2026-03-31
Filed2026-04-22
WMT
WALMART INC
0.00%
Shares15.8K
Event2026-03-31
Filed2026-04-22
VYM
VANGUARD WHITEHALL FDS
0.43%
Shares12.6K
Event2026-03-31
Filed2026-04-22
XLF
SELECT SECTOR SPDR TR
0.00%
Shares35.2K
Event2026-03-31
Filed2026-04-22
EMXC
ISHARES INC
0.00%
Shares21.3K
Event2026-03-31
Filed2026-04-22
MSFT
MICROSOFT CORP
9.46%
Shares4.5K
Event2026-03-31
Filed2026-04-22
ICSH
ISHARES TR
-20.10%
Shares28.2K
Event2026-03-31
Filed2026-04-22
VV
VANGUARD INDEX FDS
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-22
SPY
STATE STR SPDR S&P 500 ETF T
28.21%
Shares2.1K
Event2026-03-31
Filed2026-04-22
QQQ
INVESCO QQQ TR
2.16%
Shares2.3K
Event2026-03-31
Filed2026-04-22
VGT
VANGUARD WORLD FD
-0.52%
Shares1.9K
Event2026-03-31
Filed2026-04-22
ILF
ISHARES TR
0.04%
Shares36.4K
Event2026-03-31
Filed2026-04-22
MOO
VANECK ETF TRUST
0.00%
Shares15.3K
Event2026-03-31
Filed2026-04-22
NVDA
NVIDIA CORPORATION
4.28%
Shares6.7K
Event2026-03-31
Filed2026-04-22
FSLR
FIRST SOLAR INC
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-22
URI
UNITED RENTALS INC
0.13%
Shares1.5K
Event2026-03-31
Filed2026-04-22
IFN
ABERDEEN INDIA FD INC
31.44%
Shares95.9K
Event2026-03-31
Filed2026-04-22
META
META PLATFORMS INC
0.05%
Shares1.9K
Event2026-03-31
Filed2026-04-22
TJX
TJX COS INC NEW
0.02%
Shares6.5K
Event2026-03-31
Filed2026-04-22
COST
COSTCO WHOLESALE CORPORATION
0.00%
Shares955
Event2026-03-31
Filed2026-04-22
DE
DEERE & CO
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-22
SPH
SUBURBAN PROPANE PARTNERS L
0.71%
Shares46.8K
Event2026-03-31
Filed2026-04-22
AZN
ASTRAZENECA PLC
New
Shares4.5K
Event2026-03-31
Filed2026-04-22
EUFN
ISHARES TR
0.00%
Shares25.7K
Event2026-03-31
Filed2026-04-22
FLNG
FLEX LNG LTD
New
Shares28.5K
Event2026-03-31
Filed2026-04-22
VB
VANGUARD INDEX FDS
-2.71%
Shares3.2K
Event2026-03-31
Filed2026-04-22
IGV
ISHARES TR
859.09%
Shares10.6K
Event2026-03-31
Filed2026-04-22
CLX
CLOROX CO DEL
14.39%
Shares8.0K
Event2026-03-31
Filed2026-04-22
USA
LIBERTY ALL STAR EQUITY FD
5.04%
Shares148.4K
Event2026-03-31
Filed2026-04-22
PG
PROCTER & GAMBLE CO
154.59%
Shares5.7K
Event2026-03-31
Filed2026-04-22
VTV
VANGUARD INDEX FDS
0.10%
Shares4.1K
Event2026-03-31
Filed2026-04-22
KHC
KRAFT HEINZ CO
8.02%
Shares35.2K
Event2026-03-31
Filed2026-04-22
USRT
ISHARES TR
New
Shares12.7K
Event2026-03-31
Filed2026-04-22
AMZN
AMAZON COM INC
0.85%
Shares3.6K
Event2026-03-31
Filed2026-04-22
XLV
SELECT SECTOR SPDR TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-22
MO
ALTRIA GROUP INC
0.23%
Shares10.9K
Event2026-03-31
Filed2026-04-22
GAM
GENERAL AMERN INVS CO INC
0.00%
Shares12.3K
Event2026-03-31
Filed2026-04-22
UNH
UNITEDHEALTH GROUP INC
145.60%
Shares2.6K
Event2026-03-31
Filed2026-04-22
CPB
THE CAMPBELLS COMPANY
79.95%
Shares30.2K
Event2026-03-31
Filed2026-04-22
BSM
BLACK STONE MINERALS L P
0.42%
Shares43.9K
Event2026-03-31
Filed2026-04-22
VOT
VANGUARD INDEX FDS
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-22
CMCSA
COMCAST CORP NEW
0.18%
Shares22.6K
Event2026-03-31
Filed2026-04-22
EWZ
ISHARES INC
9.41%
Shares16.3K
Event2026-03-31
Filed2026-04-22
VSS
VANGUARD INTL EQUITY INDEX F
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-22
EFA
ISHARES TR
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-22
IVV
ISHARES TR
3.06%
Shares910
Event2026-03-31
Filed2026-04-22
JNJ
JOHNSON & JOHNSON
3.48%
Shares2.4K
Event2026-03-31
Filed2026-04-22
BP
BP PLC
0.00%
Shares11.3K
Event2026-03-31
Filed2026-04-22
KMB
KIMBERLY-CLARK CORP
New
Shares5.5K
Event2026-03-31
Filed2026-04-22
BAC
BANK AMERICA CORP
-3.66%
Shares10.5K
Event2026-03-31
Filed2026-04-22
TKO
TKO GROUP HOLDINGS INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-22
VALE
VALE S A
-0.57%
Shares31.5K
Event2026-03-31
Filed2026-04-22
GOOGL
ALPHABET INC
6.89%
Shares1.7K
Event2026-03-31
Filed2026-04-22
CVX
CHEVRON CORPORATION
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-22
ICLN
ISHARES TR
-0.78%
Shares25.5K
Event2026-03-31
Filed2026-04-22
HAL
HALLIBURTON CO
9.78%
Shares11.5K
Event2026-03-31
Filed2026-04-22
PFE
PFIZER INC
1.19%
Shares15.1K
Event2026-03-31
Filed2026-04-22
AVGO
BROADCOM INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-22
GAL
SSGA ACTIVE ETF TR
0.00%
Shares8.2K
Event2026-03-31
Filed2026-04-22
INDA
ISHARES TR
88.16%
Shares8.5K
Event2026-03-31
Filed2026-04-22
AMT
AMERICAN TOWER CORP
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-22
SLV
ISHARES SILVER TR
-73.43%
Shares5.5K
Event2026-03-31
Filed2026-04-22
GLD
SPDR GOLD TR
0.00%
Shares863
Event2026-03-31
Filed2026-04-22
IWF
ISHARES TR
0.00%
Shares855
Event2026-03-31
Filed2026-04-22
URTH
ISHARES INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-22
DIS
DISNEY WALT CO
2385.71%
Shares3.5K
Event2026-03-31
Filed2026-04-22
PPA
INVESCO EXCHANGE TRADED FD T
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-22
SHEL
SHELL PLC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-22
ARCC
ARES CAPITAL CORP
467.47%
Shares17.4K
Event2026-03-31
Filed2026-04-22
FIDI
FIDELITY COVINGTON TRUST
New
Shares11.1K
Event2026-03-31
Filed2026-04-22
WPC
WP CAREY INC
0.02%
Shares4.3K
Event2026-03-31
Filed2026-04-22
VO
VANGUARD INDEX FDS
0.00%
Shares997
Event2026-03-31
Filed2026-04-22
AOD
ABRDN TOTAL DYNAMIC DIVIDEND
0.00%
Shares31.0K
Event2026-03-31
Filed2026-04-22
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-22
PBR
PETROLEO BRASILEIRO S A
1.18%
Shares12.5K
Event2026-03-31
Filed2026-04-22
XOM
EXXON MOBIL CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-22
CME
CME GROUP INC
0.00%
Shares845
Event2026-03-31
Filed2026-04-22
HRL
HORMEL FOODS CORP
5255.00%
Shares10.7K
Event2026-03-31
Filed2026-04-22
BIPC
BROOKFIELD INFRASTRUCTURE CO
0.00%
Shares5.9K
Event2026-03-31
Filed2026-04-22
VZ
VERIZON COMMUNICATIONS INC
0.02%
Shares4.7K
Event2026-03-31
Filed2026-04-22
BSTZ
BLACKROCK SCIENCE & TECHNOLO
0.00%
Shares10.3K
Event2026-03-31
Filed2026-04-22
PLTR
PALANTIR TECHNOLOGIES INC
3.05%
Shares1.5K
Event2026-03-31
Filed2026-04-22
IWO
ISHARES TR
0.00%
Shares700
Event2026-03-31
Filed2026-04-22
IAU
ISHARES GOLD TR
3.00%
Shares2.5K
Event2026-03-31
Filed2026-04-22
ITA
ISHARES TR
New
Shares985
Event2026-03-31
Filed2026-04-22
VUG
VANGUARD INDEX FDS
0.21%
Shares485
Event2026-03-31
Filed2026-04-22
BX
BLACKSTONE INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-22
JBS
JBS N.V.
0.00%
Shares11.2K
Event2026-03-31
Filed2026-04-22
PMT
PENNYMAC MTG INVT TR
-43.61%
Shares16.1K
Event2026-03-31
Filed2026-04-22
UPS
UNITED PARCEL SVCS INC
0.05%
Shares1.9K
Event2026-03-31
Filed2026-04-22
CIBR
FIRST TR EXCHANGE-TRADED FD
-21.74%
Shares2.9K
Event2026-03-31
Filed2026-04-22
IDT
IDT CORP
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-22
CSCO
CISCO SYS INC
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-22
XLI
SELECT SECTOR SPDR TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-22
SHLD
GLOBAL X FDS
New
Shares2.5K
Event2026-03-31
Filed2026-04-22
JPM
JPMORGAN CHASE & CO
0.00%
Shares599
Event2026-03-31
Filed2026-04-22
INTC
INTEL CORP
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-22
IWD
ISHARES TR
0.00%
Shares800
Event2026-03-31
Filed2026-04-22
LPLA
LPL FINL HLDGS INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-22
BMY
BRISTOL-MYERS SQUIBB CO
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-22
VDC
VANGUARD WORLD FD
0.00%
Shares600
Event2026-03-31
Filed2026-04-22
KKR
KKR & CO INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-22
ABBV
ABBVIE INC
0.00%
Shares595
Event2026-03-31
Filed2026-04-22
VAW
VANGUARD WORLD FD
0.00%
Shares571
Event2026-03-31
Filed2026-04-22
GE
GE AEROSPACE
24.29%
Shares440
Event2026-03-31
Filed2026-04-22
QCOM
QUALCOMM INC
0.00%
Shares966
Event2026-03-31
Filed2026-04-22
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares140
Event2026-03-31
Filed2026-04-22
PM
PHILIP MORRIS INTL INC
0.00%
Shares710
Event2026-03-31
Filed2026-04-22
GOOG
ALPHABET INC
0.00%
Shares400
Event2026-03-31
Filed2026-04-22
SMH
VANECK ETF TRUST
0.00%
Shares280
Event2026-03-31
Filed2026-04-22
ALAB
ASTERA LABS INC
0.00%
Shares900
Event2026-03-31
Filed2026-04-22
Q
QNITY ELECTRONICS INC
0.00%
Shares850
Event2026-03-31
Filed2026-04-22
MMM
3M CO
0.00%
Shares674
Event2026-03-31
Filed2026-04-22
OXY
OCCIDENTAL PETE CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-22
RIO
RIO TINTO PLC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-22
T
AT&T INC
-1.42%
Shares3.2K
Event2026-03-31
Filed2026-04-22
LYB
LYONDELLBASELL INDUSTRIES NV
10500.00%
Shares1.1K
Event2026-03-31
Filed2026-04-22
FIW
FIRST TR EXCHANGE-TRADED FD
0.24%
Shares824
Event2026-03-31
Filed2026-04-22
TSLA
TESLA INC
7.50%
Shares215
Event2026-03-31
Filed2026-04-22
BA
BOEING CO
100.00%
Shares400
Event2026-03-31
Filed2026-04-22
DD
DUPONT DE NEMOURS INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-22
NEE
NEXTERA ENERGY INC
0.00%
Shares800
Event2026-03-31
Filed2026-04-22
KRG
KITE REALTY GROUP TRUST
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-22
GDX
VANECK ETF TRUST
-50.00%
Shares800
Event2026-03-31
Filed2026-04-22
GEV
GE VERNOVA INC
0.00%
Shares83
Event2026-03-31
Filed2026-04-22
DB
DEUTSCHE BK AG
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-22
ORCL
ORACLE CORP
0.21%
Shares483
Event2026-03-31
Filed2026-04-22
CAT
CATERPILLAR INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
VTI
VANGUARD INDEX FDS
0.00%
Shares217
Event2026-03-31
Filed2026-04-22
FAD
FIRST TR EXCHANGE-TRADED ALP
223.88%
Shares434
Event2026-03-31
Filed2026-04-22
FUND
SPROTT FOCUS TR INC
1.49%
Shares7.2K
Event2026-03-31
Filed2026-04-22
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares228
Event2026-03-31
Filed2026-04-22
HTGC
HERCULES CAPITAL INC
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-22
PSA
PUBLIC STORAGE OPER CO
0.00%
Shares227
Event2026-03-31
Filed2026-04-22
MA
MASTERCARD INCORPORATED
0.00%
Shares118
Event2026-03-31
Filed2026-04-22
EQIX
EQUINIX INC
0.00%
Shares59
Event2026-03-31
Filed2026-04-22
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares230
Event2026-03-31
Filed2026-04-22
F
FORD MTR CO
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-22
VFH
VANGUARD WORLD FD
0.00%
Shares439
Event2026-03-31
Filed2026-04-22
TY
TRI CONTL CORP
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-22
TEVA
TEVA PHARMACEUTICAL INDS LTD
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-22
SO
SOUTHERN CO
0.00%
Shares529
Event2026-03-31
Filed2026-04-22
VOO
VANGUARD INDEX FDS
40.68%
Shares83
Event2026-03-31
Filed2026-04-22
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
IWV
ISHARES TR
0.00%
Shares126
Event2026-03-31
Filed2026-04-22
WBD
WARNER BROS DISCOVERY INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-22
GD
GENERAL DYNAMICS CORP
0.00%
Shares130
Event2026-03-31
Filed2026-04-22
MCK
MCKESSON CORP
0.00%
Shares50
Event2026-03-31
Filed2026-04-22
AXON
AXON ENTERPRISE INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
AMGN
AMGEN INC
0.00%
Shares120
Event2026-03-31
Filed2026-04-22
IUSB
ISHARES TR
New
Shares911
Event2026-03-31
Filed2026-04-22
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares321
Event2026-03-31
Filed2026-04-22
XEL
XCEL ENERGY INC
0.00%
Shares520
Event2026-03-31
Filed2026-04-22
FSK
FS KKR CAP CORP
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-22
DUK
DUKE ENERGY CORP NEW
0.65%
Shares308
Event2026-03-31
Filed2026-04-22
SBUX
STARBUCKS CORP
0.00%
Shares450
Event2026-03-31
Filed2026-04-22
SPYI
NEOS ETF TRUST
New
Shares800
Event2026-03-31
Filed2026-04-22
NAD
NUVEEN QUALITY MUNCP INCOME
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-22
BCX
BLACKROCK RES & COMMODITIES
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-22
BIDD
BLACKROCK ETF TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-22
MFIC
MIDCAP FINANCIAL INVSTMNT CO
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-22
FHLC
FIDELITY COVINGTON TRUST
0.00%
Shares500
Event2026-03-31
Filed2026-04-22
FSCO
FS CREDIT OPPORTUNITIES CORP
0.00%
Shares6.8K
Event2026-03-31
Filed2026-04-22
RMM
RIVERNORTH MANAGED DUR MUN I
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-22
EXC
EXELON CORP
0.00%
Shares688
Event2026-03-31
Filed2026-04-22
VSNT
VERSANT MEDIA GROUP INC
New
Shares902
Event2026-03-31
Filed2026-04-22
RSG
REPUBLIC SVCS INC
-24.88%
Shares151
Event2026-03-31
Filed2026-04-22
MAR
MARRIOTT INTL INC NEW
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
ASTS
AST SPACEMOBILE INC
New
Shares377
Event2026-03-31
Filed2026-04-22
D
DOMINION ENERGY INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-22
IVE
ISHARES TR
39.60%
Shares141
Event2026-03-31
Filed2026-04-22
IWB
ISHARES TR
0.00%
Shares83
Event2026-03-31
Filed2026-04-22
RBRK
RUBRIK INC.
20.00%
Shares600
Event2026-03-31
Filed2026-04-22
JEPI
J P MORGAN EXCHANGE TRADED F
New
Shares500
Event2026-03-31
Filed2026-04-22
TXN
TEXAS INSTRS INC
0.00%
Shares145
Event2026-03-31
Filed2026-04-22
SDIV
GLOBAL X FDS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-22
BCS
BARCLAYS PLC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-22
MDLZ
MONDELEZ INTL INC
0.00%
Shares469
Event2026-03-31
Filed2026-04-22
DYNF
BLACKROCK ETF TRUST
85.48%
Shares460
Event2026-03-31
Filed2026-04-22
DOC
HEALTHPEAK PROPERTIES INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-22
KBE
SPDR SERIES TRUST
-38.47%
Shares435
Event2026-03-31
Filed2026-04-22
IVW
ISHARES TR
39.63%
Shares229
Event2026-03-31
Filed2026-04-22
GRAB
GRAB HOLDINGS LIMITED
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-22
ZM
ZOOM COMMUNICATIONS INC
1.67%
Shares305
Event2026-03-31
Filed2026-04-22
HD
HOME DEPOT INC
0.00%
Shares74
Event2026-03-31
Filed2026-04-22
MRK
MERCK & CO INC
0.00%
Shares199
Event2026-03-31
Filed2026-04-22
FUTY
FIDELITY COVINGTON TRUST
New
Shares400
Event2026-03-31
Filed2026-04-22
ET
ENERGY TRANSFER L P
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-22
ALL
ALLSTATE CORP
0.00%
Shares110
Event2026-03-31
Filed2026-04-22
PAAS
PAN AMERN SILVER CORP
0.25%
Shares401
Event2026-03-31
Filed2026-04-22
TDF
TEMPLETON DRAGON FD INC
-4.76%
Shares2.0K
Event2026-03-31
Filed2026-04-22
GNE
GENIE ENERGY LTD
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-22
ENB
ENBRIDGE INC
0.00%
Shares390
Event2026-03-31
Filed2026-04-22
FSSL
FS SPECIALTY LENDING FD
-16.23%
Shares1.6K
Event2026-03-31
Filed2026-04-22
CASY
CASEYS GEN STORES INC
0.00%
Shares27
Event2026-03-31
Filed2026-04-22
IEMG
ISHARES INC
112.12%
Shares280
Event2026-03-31
Filed2026-04-22
ROKU
ROKU INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-22
PYPL
PAYPAL HLDGS INC
-19.31%
Shares418
Event2026-03-31
Filed2026-04-22
IJS
ISHARES TR
0.00%
Shares158
Event2026-03-31
Filed2026-04-22
PLD
PROLOGIS INC.
0.00%
Shares140
Event2026-03-31
Filed2026-04-22
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares282
Event2026-03-31
Filed2026-04-22
ATO
ATMOS ENERGY CORP
0.00%
Shares97
Event2026-03-31
Filed2026-04-22
QUAL
ISHARES TR
-25.00%
Shares93
Event2026-03-31
Filed2026-04-22
APH
AMPHENOL CORP
0.00%
Shares139
Event2026-03-31
Filed2026-04-22
BTI
BRITISH AMERN TOB PLC
0.00%
Shares300
Event2026-03-31
Filed2026-04-22
SONY
SONY GROUP CORP
0.00%
Shares845
Event2026-03-31
Filed2026-04-22
CTVA
CORTEVA INC
0.00%
Shares202
Event2026-03-31
Filed2026-04-22
XLC
SELECT SECTOR SPDR TR
0.00%
Shares150
Event2026-03-31
Filed2026-04-22
PEP
PEPSICO INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
FAST
FASTENAL CO
0.00%
Shares318
Event2026-03-31
Filed2026-04-22
ABNB
AIRBNB INC
0.00%
Shares115
Event2026-03-31
Filed2026-04-22
MBB
ISHARES TR
New
Shares151
Event2026-03-31
Filed2026-04-22
OEF
ISHARES TR
400.00%
Shares45
Event2026-03-31
Filed2026-04-22
KBWB
INVESCO EXCH TRADED FD TR II
0.00%
Shares180
Event2026-03-31
Filed2026-04-22
EFV
ISHARES TR
New
Shares187
Event2026-03-31
Filed2026-04-22
MKC
MCCORMICK & CO INC
0.00%
Shares261
Event2026-03-31
Filed2026-04-22
FLIN
FRANKLIN TEMPLETON ETF TR
-40.94%
Shares375
Event2026-03-31
Filed2026-04-22
SIXG
ETF SER SOLUTIONS
141.33%
Shares181
Event2026-03-31
Filed2026-04-22
BAI
BLACKROCK ETF TRUST
New
Shares371
Event2026-03-31
Filed2026-04-22
PSCT
INVESCO EXCH TRADED FD TR II
0.00%
Shares203
Event2026-03-31
Filed2026-04-22
TLH
ISHARES TR
New
Shares120
Event2026-03-31
Filed2026-04-22
BINC
BLACKROCK ETF TRUST II
New
Shares231
Event2026-03-31
Filed2026-04-22
EWT
ISHARES INC
0.00%
Shares169
Event2026-03-31
Filed2026-04-22
COHR
COHERENT CORP
New
Shares50
Event2026-03-31
Filed2026-04-22
OXY.WS
OCCIDENTAL PETE CORP
0.00%
Shares277
Event2026-03-31
Filed2026-04-22
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares130
Event2026-03-31
Filed2026-04-22
MOD
MODINE MFG CO
0.00%
Shares54
Event2026-03-31
Filed2026-04-22
WEC
WEC ENERGY GROUP INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
RTX
RTX CORPORATION
0.00%
Shares60
Event2026-03-31
Filed2026-04-22
OKE
ONEOK INC NEW
0.00%
Shares125
Event2026-03-31
Filed2026-04-22
SOLV
SOLVENTUM CORP
0.00%
Shares168
Event2026-03-31
Filed2026-04-22
TMUS
T-MOBILE US INC
0.00%
Shares52
Event2026-03-31
Filed2026-04-22
XLY
SELECT SECTOR SPDR TR
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
SNA
SNAP ON INC
0.00%
Shares30
Event2026-03-31
Filed2026-04-22
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares25
Event2026-03-31
Filed2026-04-22
SYK
STRYKER CORPORATION
0.00%
Shares33
Event2026-03-31
Filed2026-04-22
AAOI
APPLIED OPTOELECTRONICS INC
New
Shares125
Event2026-03-31
Filed2026-04-22
UVV
UNIVERSAL CORP VA MTNS BK EN
New
Shares200
Event2026-03-31
Filed2026-04-22
AIG
AMERICAN INTL GROUP INC
New
Shares140
Event2026-03-31
Filed2026-04-22
MET
METLIFE INC
New
Shares145
Event2026-03-31
Filed2026-04-22
BETR
BETTER HOME & FINANCE HOLDIN
0.00%
Shares285
Event2026-03-31
Filed2026-04-22
EEMS
ISHARES INC
0.00%
Shares145
Event2026-03-31
Filed2026-04-22
TSCO
TRACTOR SUPPLY CO
0.00%
Shares220
Event2026-03-31
Filed2026-04-22
MCD
MCDONALDS CORP
0.00%
Shares32
Event2026-03-31
Filed2026-04-22
SPGI
S&P GLOBAL INC
0.00%
Shares22
Event2026-03-31
Filed2026-04-22
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares35
Event2026-03-31
Filed2026-04-22
GLXY
GALAXY DIGITAL INC.
New
Shares490
Event2026-03-31
Filed2026-04-22
SHW
SHERWIN WILLIAMS CO
0.00%
Shares28
Event2026-03-31
Filed2026-04-22
IAGG
ISHARES TR
New
Shares176
Event2026-03-31
Filed2026-04-22
ADBE
ADOBE INC
0.00%
Shares36
Event2026-03-31
Filed2026-04-22
AAL
AMERICAN AIRLINES GROUP INC
0.00%
Shares800
Event2026-03-31
Filed2026-04-22
BNDX
VANGUARD CHARLOTTE FDS
0.00%
Shares176
Event2026-03-31
Filed2026-04-22
DOW
DOW HLDGS INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-22
GEHC
GE HEALTHCARE TECHNOLOGIES I
0.00%
Shares117
Event2026-03-31
Filed2026-04-22
B
BARRICK MNG CORP
0.00%
Shares204
Event2026-03-31
Filed2026-04-22
EPD
ENTERPRISE PRODS PARTNERS L
1.39%
Shares219
Event2026-03-31
Filed2026-04-22
EOG
EOG RES INC
0.00%
Shares56
Event2026-03-31
Filed2026-04-22
BSV
VANGUARD BD INDEX FDS
0.00%
Shares103
Event2026-03-31
Filed2026-04-22
ALC
ALCON AG
0.00%
Shares107
Event2026-03-31
Filed2026-04-22
AWK
AMERICAN WTR WKS CO INC NEW
0.00%
Shares59
Event2026-03-31
Filed2026-04-22
THRO
BLACKROCK ETF TRUST
1435.71%
Shares215
Event2026-03-31
Filed2026-04-22
CTAS
CINTAS CORP
0.00%
Shares46
Event2026-03-31
Filed2026-04-22
CRWV
COREWEAVE INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
WSO
WATSCO INC
0.00%
Shares21
Event2026-03-31
Filed2026-04-22
STE
STERIS PLC
0.00%
Shares34
Event2026-03-31
Filed2026-04-22
WY
WEYERHAEUSER CO
0.00%
Shares300
Event2026-03-31
Filed2026-04-22
ECL
ECOLAB INC
0.00%
Shares27
Event2026-03-31
Filed2026-04-22
AJG
GALLAGHER ARTHUR J & CO
0.00%
Shares33
Event2026-03-31
Filed2026-04-22
ADP
AUTOMATIC DATA PROCESSING IN
0.00%
Shares35
Event2026-03-31
Filed2026-04-22
KTOS
KRATOS DEFENSE & SEC SOLUTIO
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
MTUM
ISHARES TR
New
Shares29
Event2026-03-31
Filed2026-04-22
GIS
GENERAL MILLS INC
0.00%
Shares180
Event2026-03-31
Filed2026-04-22
BR
BROADRIDGE FINL SOLUTIONS IN
0.00%
Shares41
Event2026-03-31
Filed2026-04-22
TFC
TRUIST FINL CORP
0.00%
Shares143
Event2026-03-31
Filed2026-04-22
INTU
INTUIT
0.00%
Shares15
Event2026-03-31
Filed2026-04-22
GSK
GSK PLC
0.86%
Shares117
Event2026-03-31
Filed2026-04-22
LLY
ELI LILLY & CO
0.00%
Shares7
Event2026-03-31
Filed2026-04-22
TRV
TRAVELERS COMPANIES INC
0.00%
Shares22
Event2026-03-31
Filed2026-04-22
NLOP
NET LEASE OFFICE PROPERTIES
0.00%
Shares544
Event2026-03-31
Filed2026-04-22
NTRA
NATERA INC
0.00%
Shares31
Event2026-03-31
Filed2026-04-22
ABT
ABBOTT LABORATORIES
0.00%
Shares60
Event2026-03-31
Filed2026-04-22
XYZ
BLOCK INC
-53.70%
Shares100
Event2026-03-31
Filed2026-04-22
ACN
ACCENTURE PLC IRELAND
0.00%
Shares30
Event2026-03-31
Filed2026-04-22
JKHY
HENRY JACK & ASSOC INC
0.00%
Shares37
Event2026-03-31
Filed2026-04-22
CBRL
CRACKER BARREL OLD CTRY STOR
0.00%
Shares200
Event2026-03-31
Filed2026-04-22
VXF
VANGUARD INDEX FDS
0.00%
Shares27
Event2026-03-31
Filed2026-04-22
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares5
Event2026-03-31
Filed2026-04-22
KO
COCA COLA CO
0.00%
Shares71
Event2026-03-31
Filed2026-04-22
PH
PARKER-HANNIFIN CORP
0.00%
Shares6
Event2026-03-31
Filed2026-04-22
FICO
FAIR ISAAC CORP
0.00%
Shares5
Event2026-03-31
Filed2026-04-22
ZTS
ZOETIS INC
0.00%
Shares45
Event2026-03-31
Filed2026-04-22
BNS
BANK NOVA SCOTIA B C
0.00%
Shares75
Event2026-03-31
Filed2026-04-22
HOOD
ROBINHOOD MKTS INC
0.00%
Shares75
Event2026-03-31
Filed2026-04-22
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares96
Event2026-03-31
Filed2026-04-22
NBIS
NEBIUS GROUP N.V.
New
Shares50
Event2026-03-31
Filed2026-04-22
O
REALTY INCOME CORP
1.22%
Shares83
Event2026-03-31
Filed2026-04-22
ARKQ
ARK ETF TR
0.00%
Shares45
Event2026-03-31
Filed2026-04-22
NVG
NUVEEN AMT FREE MUN CR INC F
0.00%
Shares400
Event2026-03-31
Filed2026-04-22
V
VISA INC
0.00%
Shares16
Event2026-03-31
Filed2026-04-22
TD
TORONTO DOMINION BK ONT
1.96%
Shares52
Event2026-03-31
Filed2026-04-22
GOVT
ISHARES TR
New
Shares209
Event2026-03-31
Filed2026-04-22
CHD
CHURCH & DWIGHT CO INC
-50.50%
Shares50
Event2026-03-31
Filed2026-04-22
EMB
ISHARES TR
New
Shares50
Event2026-03-31
Filed2026-04-22
DBRG
DIGITALBRIDGE GROUP INC
0.00%
Shares303
Event2026-03-31
Filed2026-04-22
DOCS
DOXIMITY INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-22
BLOK
AMPLIFY ETF TR
0.00%
Shares90
Event2026-03-31
Filed2026-04-22
VHT
VANGUARD WORLD FD
New
Shares16
Event2026-03-31
Filed2026-04-22
LAZ
LAZARD INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
PLAB
PHOTRONICS INC
0.00%
Shares104
Event2026-03-31
Filed2026-04-22
PNW
PINNACLE WEST CAP CORP
2.56%
Shares40
Event2026-03-31
Filed2026-04-22
DRI
DARDEN RESTAURANTS INC
0.00%
Shares20
Event2026-03-31
Filed2026-04-22
LMT
LOCKHEED MARTIN CORP
0.00%
Shares6
Event2026-03-31
Filed2026-04-22
GPRO
GOPRO INC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-22
POOL
POOL CORP
0.00%
Shares19
Event2026-03-31
Filed2026-04-22
BDX
BECTON DICKINSON & CO
0.00%
Shares24
Event2026-03-31
Filed2026-04-22
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-22
ADM
ARCHER DANIELS MIDLAND CO
0.00%
Shares50
Event2026-03-31
Filed2026-04-22
RKLB
ROCKET LAB CORP
New
Shares55
Event2026-03-31
Filed2026-04-22
BLV
VANGUARD BD INDEX FDS
0.00%
Shares51
Event2026-03-31
Filed2026-04-22
GILD
GILEAD SCIENCES INC
0.00%
Shares25
Event2026-03-31
Filed2026-04-22
SYSB
ISHARES TR
New
Shares39
Event2026-03-31
Filed2026-04-22
AMAT
APPLIED MATLS INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-22
FMC
FMC CORP
0.00%
Shares195
Event2026-03-31
Filed2026-04-22
CHWY
CHEWY INC
-7.46%
Shares124
Event2026-03-31
Filed2026-04-22
PTON
PELOTON INTERACTIVE INC
0.00%
Shares780
Event2026-03-31
Filed2026-04-22
AI
C3 AI INC
-23.30%
Shares395
Event2026-03-31
Filed2026-04-22
ADI
ANALOG DEVICES INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-22
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares39
Event2026-03-31
Filed2026-04-22
LNKB
LINKBANCORP INC
0.00%
Shares372
Event2026-03-31
Filed2026-04-22
ABR
ARBOR REALTY TRUST INC
0.00%
Shares400
Event2026-03-31
Filed2026-04-22
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares9
Event2026-03-31
Filed2026-04-22
VLTO
VERALTO CORP
0.00%
Shares34
Event2026-03-31
Filed2026-04-22
MLM
MARTIN MARIETTA MATLS INC
0.00%
Shares5
Event2026-03-31
Filed2026-04-22
RDVY
FIRST TR EXCHANGE TRADED FD
0.00%
Shares42
Event2026-03-31
Filed2026-04-22
C
CITIGROUP INC
-7.41%
Shares25
Event2026-03-31
Filed2026-04-22
CNRG
SPDR SERIES TRUST
0.00%
Shares31
Event2026-03-31
Filed2026-04-22
CM
CANADIAN IMPERIAL BANK OF CO
0.00%
Shares29
Event2026-03-31
Filed2026-04-22
CPNG
COUPANG INC
0.00%
Shares145
Event2026-03-31
Filed2026-04-22
QTUM
ETF SER SOLUTIONS
0.00%
Shares25
Event2026-03-31
Filed2026-04-22
AMP
AMERIPRISE FINL INC
0.00%
Shares6
Event2026-03-31
Filed2026-04-22
SCHD
SCHWAB STRATEGIC TR
1.20%
Shares84
Event2026-03-31
Filed2026-04-22
COF
CAPITAL ONE FINL CORP
0.00%
Shares14
Event2026-03-31
Filed2026-04-22
HEI.A
HEICO CORP NEW
0.00%
Shares12
Event2026-03-31
Filed2026-04-22
PSKY
PARAMOUNT SKYDANCE CORP
0.00%
Shares280
Event2026-03-31
Filed2026-04-22
SLB
SLB LIMITED
0.00%
Shares47
Event2026-03-31
Filed2026-04-22
SIMO
SILICON MOTION TECHNOLOGY CO
0.00%
Shares21
Event2026-03-31
Filed2026-04-22
TROW
PRICE T ROWE GROUP INC
36.84%
Shares26
Event2026-03-31
Filed2026-04-22
RFL
RAFAEL HLDGS INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-22
NVS
NOVARTIS AG
0.00%
Shares15
Event2026-03-31
Filed2026-04-22
VICI
VICI PPTYS INC
2.47%
Shares83
Event2026-03-31
Filed2026-04-22
WAB
WABTEC
0.00%
Shares9
Event2026-03-31
Filed2026-04-22
CMC
COMMERCIAL METALS CO
0.00%
Shares36
Event2026-03-31
Filed2026-04-22
AME
AMETEK INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-22
BKU
BANKUNITED INC
0.00%
Shares46
Event2026-03-31
Filed2026-04-22
PRNT
ARK ETF TR
0.00%
Shares100
Event2026-03-31
Filed2026-04-22
HDV
ISHARES TR
0.00%
Shares15
Event2026-03-31
Filed2026-04-22
MUFG
MITSUBISHI UFJ FINANCIAL GRO
0.00%
Shares120
Event2026-03-31
Filed2026-04-22
PSX
PHILLIPS 66
0.00%
Shares11
Event2026-03-31
Filed2026-04-22
ADSK
AUTODESK INC
-52.94%
Shares8
Event2026-03-31
Filed2026-04-22
CTRA
COTERRA ENERGY INC
0.00%
Shares54
Event2026-03-31
Filed2026-04-22
CINF
CINCINNATI FINL CORP
0.00%
Shares12
Event2026-03-31
Filed2026-04-22
LEN
LENNAR CORP
0.00%
Shares21
Event2026-03-31
Filed2026-04-22
HON
HONEYWELL INTL INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-22
MCHP
MICROCHIP TECHNOLOGY INC.
0.00%
Shares26
Event2026-03-31
Filed2026-04-22
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-22
FNB
F N B CORP
0.00%
Shares99
Event2026-03-31
Filed2026-04-22
U
UNITY SOFTWARE INC
0.00%
Shares75
Event2026-03-31
Filed2026-04-22
DINO
HF SINCLAIR CORP
0.00%
Shares26
Event2026-03-31
Filed2026-04-22
CMG
CHIPOTLE MEXICAN GRILL INC
0.00%
Shares50
Event2026-03-31
Filed2026-04-22
RPM
RPM INTL INC
0.00%
Shares16
Event2026-03-31
Filed2026-04-22
UBS
UBS GROUP AG
0.00%
Shares40
Event2026-03-31
Filed2026-04-22
SAP
SAP SE
0.00%
Shares9
Event2026-03-31
Filed2026-04-22
EXE
EXPAND ENERGY CORPORATION
0.00%
Shares14
Event2026-03-31
Filed2026-04-22
NKE
NIKE INC
0.00%
Shares28
Event2026-03-31
Filed2026-04-22
SNY
SANOFI SA
0.00%
Shares30
Event2026-03-31
Filed2026-04-22
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares4
Event2026-03-31
Filed2026-04-22
ITOT
ISHARES TR
0.00%
Shares10
Event2026-03-31
Filed2026-04-22
AGI
ALAMOS GOLD INC
0.00%
Shares31
Event2026-03-31
Filed2026-04-22
ILMN
ILLUMINA INC
0.00%
Shares11
Event2026-03-31
Filed2026-04-22
DHR
DANAHER CORP DEL
0.00%
Shares7
Event2026-03-31
Filed2026-04-22
OSK
OSHKOSH CORP
0.00%
Shares9
Event2026-03-31
Filed2026-04-22
PPC
PILGRIMS PRIDE CORP
0.00%
Shares34
Event2026-03-31
Filed2026-04-22
TECH
BIO-TECHNE CORP
0.00%
Shares24
Event2026-03-31
Filed2026-04-22
CFR
CULLEN FROST BANKERS INC
0.00%
Shares9
Event2026-03-31
Filed2026-04-22
TGT
TARGET CORP
0.00%
Shares10
Event2026-03-31
Filed2026-04-22
CRM
SALESFORCE INC
-89.47%
Shares6
Event2026-03-31
Filed2026-04-22
BIO
BIO RAD LABS INC
0.00%
Shares4
Event2026-03-31
Filed2026-04-22
SYY
SYSCO CORP
0.00%
Shares15
Event2026-03-31
Filed2026-04-22
MDT
MEDTRONIC PLC
0.00%
Shares12
Event2026-03-31
Filed2026-04-22
BAM
BROOKFIELD ASSET MANAGMT LTD
0.00%
Shares22
Event2026-03-31
Filed2026-04-22
BL
BLACKLINE INC
0.00%
Shares25
Event2026-03-31
Filed2026-04-22
WAT
WATERS CORP
New
Shares3
Event2026-03-31
Filed2026-04-22
GPN
GLOBAL PMTS INC
-74.51%
Shares13
Event2026-03-31
Filed2026-04-22
ELS
EQUITY LIFESTYLE PROPERTIES
0.00%
Shares14
Event2026-03-31
Filed2026-04-22
QTWO
Q2 HLDGS INC
0.00%
Shares18
Event2026-03-31
Filed2026-04-22
COLB
COLUMBIA BKG SYS INC
0.00%
Shares31
Event2026-03-31
Filed2026-04-22
SNPS
SYNOPSYS INC
0.00%
Shares2
Event2026-03-31
Filed2026-04-22
ACCO
ACCO BRANDS CORP
0.00%
Shares264
Event2026-03-31
Filed2026-04-22
FANG
DIAMONDBACK ENERGY INC
0.00%
Shares4
Event2026-03-31
Filed2026-04-22
TEX
TEREX CORP NEW
0.00%
Shares13
Event2026-03-31
Filed2026-04-22
MRNA
MODERNA INC
New
Shares15
Event2026-03-31
Filed2026-04-22
STZ
CONSTELLATION BRANDS INC
0.00%
Shares5
Event2026-03-31
Filed2026-04-22
CCI
CROWN CASTLE INC
0.00%
Shares9
Event2026-03-31
Filed2026-04-22
VTRS
VIATRIS INC
-32.88%
Shares49
Event2026-03-31
Filed2026-04-22
PINS
PINTEREST INC
0.00%
Shares35
Event2026-03-31
Filed2026-04-22
NYCB
FLAGSTAR BANK NATIONAL ASSOC
0.00%
Shares46
Event2026-03-31
Filed2026-04-22
TFX
TELEFLEX INCORPORATED
0.00%
Shares5
Event2026-03-31
Filed2026-04-22
AMCR
AMCOR PLC
New
Shares15
Event2026-03-31
Filed2026-04-22
CBSH
COMMERCE BANCSHARES INC
0.00%
Shares12
Event2026-03-31
Filed2026-04-22
CWST
CASELLA WASTE SYS INC
0.00%
Shares7
Event2026-03-31
Filed2026-04-22
SPTM
SPDR SERIES TRUST
0.00%
Shares7
Event2026-03-31
Filed2026-04-22
LEG
LEGGETT & PLATT INC
1.89%
Shares54
Event2026-03-31
Filed2026-04-22
SBAC
SBA COMMUNICATIONS CORP
0.00%
Shares3
Event2026-03-31
Filed2026-04-22
ALGN
ALIGN TECHNOLOGY INC
0.00%
Shares3
Event2026-03-31
Filed2026-04-22
KMX
CARMAX INC
0.00%
Shares12
Event2026-03-31
Filed2026-04-22
RGEN
REPLIGEN CORP
0.00%
Shares4
Event2026-03-31
Filed2026-04-22
LULU
LULULEMON ATHLETICA INC
0.00%
Shares3
Event2026-03-31
Filed2026-04-22
SPSM
SPDR SERIES TRUST
0.00%
Shares9
Event2026-03-31
Filed2026-04-22
AZTA
AZENTA INC
0.00%
Shares20
Event2026-03-31
Filed2026-04-22
BLFS
BIOLIFE SOLUTIONS INC
0.00%
Shares22
Event2026-03-31
Filed2026-04-22
HRI
HERC HLDGS INC
0.00%
Shares4
Event2026-03-31
Filed2026-04-22
BRKR
BRUKER CORP
0.00%
Shares11
Event2026-03-31
Filed2026-04-22
RBLX
ROBLOX CORP
0.00%
Shares7
Event2026-03-31
Filed2026-04-22
XMTR
XOMETRY INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-22
MRP
MILLROSE PPTYS INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-22
ETSY
ETSY INC
0.00%
Shares5
Event2026-03-31
Filed2026-04-22
CYRX
CRYOPORT INC
0.00%
Shares28
Event2026-03-31
Filed2026-04-22
INSP
INSPIRE MED SYS INC
0.00%
Shares4
Event2026-03-31
Filed2026-04-22
QDEL
QUIDELORTHO CORP
0.00%
Shares11
Event2026-03-31
Filed2026-04-22
PBA
PEMBINA PIPELINE CORP
0.00%
Shares4
Event2026-03-31
Filed2026-04-22
SOLS
SOLSTICE ADVANCED MATLS INC
0.00%
Shares2
Event2026-03-31
Filed2026-04-22
AWAY
AMPLIFY ETF TR
0.00%
Shares7
Event2026-03-31
Filed2026-04-22
CABO
CABLE ONE INC
0.00%
Shares1
Event2026-03-31
Filed2026-04-22
EAF
GRAFTECH INTL LTD SR NT
0.00%
Shares13
Event2026-03-31
Filed2026-04-22
OGN
ORGANON & CO
0.00%
Shares11
Event2026-03-31
Filed2026-04-22
GRWG
GROWGENERATION CORP
0.00%
Shares10
Event2026-03-31
Filed2026-04-22
EAD
ALLSPRING INCOME OPPORTUNIT
0.00%
Shares1
Event2026-03-31
Filed2026-04-22
TLRY
TILRAY BRANDS INC
0.00%
Shares1
Event2026-03-31
Filed2026-04-22
MPW
MEDICAL PROPERTIES TRUST INC
Sold all
SharesN/A
Event2026-03-31
Filed2026-04-22

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available