The Analysis of Advyzon Investment Management, LLC's Holdings & P&L


Currently, Advyzon Investment Management, LLC holds 675 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in FBCG (+424.3K shares, valued at $21.3M), CGDV (+382.7K shares, valued at $16.3M), FENI (+316.9K shares, valued at $11.8M); decreased their positions in OEF (-16.2K shares, valued at $5.1M), USDU (-184.3K shares, valued at $4.9M), N/A (-33.4K shares, valued at $2.9M); initiated new positions in FBCG (+424.3K shares, valued at $21.3M), FENI (+316.9K shares, valued at $11.8M), FIGB (+174.6K shares, valued at $7.5M).


1M P&L
+26.0M+3.25%
3M P&L
-16.7M-1.99%
HY P&L
+30.3M+3.82%

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/A545.8M
69.3%
2Semiconductors21.6M
2.7%
3Software - Infrastructure21.3M
2.7%

Top Industries by Stock Count

1N/A287 stocks
53.7%
2Software - Application11 stocks
2.1%
3Drug Manufacturers - General9 stocks
1.7%
Stock Holdings
VTI
VANGUARD INDEX FDS
-1.89%
Shares104.2K
Event2026-03-31
Filed2026-05-12
IVV
ISHARES TR
57.95%
Shares46.0K
Event2026-03-31
Filed2026-05-12
FBCG
FIDELITY COVINGTON TRUST
New
Shares424.3K
Event2026-03-31
Filed2026-05-12
BAR
GRANITESHARES GOLD TR
-3.09%
Shares438.0K
Event2026-03-31
Filed2026-05-12
CGDV
CAPITAL GROUP DIVIDEND VALUE
659.14%
Shares440.8K
Event2026-03-31
Filed2026-05-12
BND
VANGUARD BD INDEX FDS
11.74%
Shares246.2K
Event2026-03-31
Filed2026-05-12
SPDW
SPDR INDEX SHS FDS
-0.89%
Shares365.0K
Event2026-03-31
Filed2026-05-12
SMH
VANECK ETF TRUST
89.33%
Shares41.3K
Event2026-03-31
Filed2026-05-12
NVDA
NVIDIA CORPORATION
13.67%
Shares80.4K
Event2026-03-31
Filed2026-05-12
DYNF
BLACKROCK ETF TRUST
45.36%
Shares231.2K
Event2026-03-31
Filed2026-05-12
VO
VANGUARD INDEX FDS
-0.04%
Shares44.8K
Event2026-03-31
Filed2026-05-12
IVW
ISHARES TR
48.62%
Shares105.8K
Event2026-03-31
Filed2026-05-12
FENI
FIDELITY COVINGTON TRUST
New
Shares316.9K
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
0.29%
Shares31.3K
Event2026-03-31
Filed2026-05-12
SPYM
SPDR SERIES TRUST
314.83%
Shares151.2K
Event2026-03-31
Filed2026-05-12
IVE
ISHARES TR
22.41%
Shares53.8K
Event2026-03-31
Filed2026-05-12
IEMG
ISHARES INC
38.02%
Shares161.6K
Event2026-03-31
Filed2026-05-12
AAPL
APPLE INC
5.78%
Shares43.7K
Event2026-03-31
Filed2026-05-12
EFV
ISHARES TR
52.68%
Shares148.2K
Event2026-03-31
Filed2026-05-12
FBND
FIDELITY MERRIMACK STR TR
4705.85%
Shares236.8K
Event2026-03-31
Filed2026-05-12
SPEM
SPDR INDEX SHS FDS
0.57%
Shares224.6K
Event2026-03-31
Filed2026-05-12
CWB
SPDR SERIES TRUST
416.21%
Shares112.4K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
VANGUARD INDEX FDS
16.82%
Shares17.2K
Event2026-03-31
Filed2026-05-12
MUB
ISHARES TR
31.12%
Shares95.1K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
15.71%
Shares32.4K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
INVESCO QQQ TR
-12.56%
Shares16.7K
Event2026-03-31
Filed2026-05-12
XLE
SELECT SECTOR SPDR TR
-18.65%
Shares145.4K
Event2026-03-31
Filed2026-05-12
VTV
VANGUARD INDEX FDS
41.96%
Shares44.8K
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS INC
5.60%
Shares13.9K
Event2026-03-31
Filed2026-05-12
WMT
WALMART INC
-6.82%
Shares62.5K
Event2026-03-31
Filed2026-05-12
XTRE
BONDBLOXX ETF TRUST
53.99%
Shares153.2K
Event2026-03-31
Filed2026-05-12
FIGB
FIDELITY MERRIMACK STR TR
New
Shares174.6K
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON COM INC
-9.25%
Shares34.4K
Event2026-03-31
Filed2026-05-12
MTUM
ISHARES TR
128.12%
Shares29.3K
Event2026-03-31
Filed2026-05-12
EFG
ISHARES TR
842.75%
Shares62.3K
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL CORP
59.97%
Shares39.6K
Event2026-03-31
Filed2026-05-12
VEA
VANGUARD TAX-MANAGED FDS
7.14%
Shares102.1K
Event2026-03-31
Filed2026-05-12
FDEM
FIDELITY COVINGTON TRUST
New
Shares204.2K
Event2026-03-31
Filed2026-05-12
PDBC
INVESCO ACTVELY MNGD ETC FD
31.16%
Shares369.9K
Event2026-03-31
Filed2026-05-12
QUAL
ISHARES TR
56.57%
Shares32.4K
Event2026-03-31
Filed2026-05-12
THRO
BLACKROCK ETF TRUST
72.08%
Shares168.0K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
17.20%
Shares20.8K
Event2026-03-31
Filed2026-05-12
USDU
WISDOMTREE TR
-45.57%
Shares220.1K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
4.45%
Shares19.8K
Event2026-03-31
Filed2026-05-12
GLD
SPDR GOLD TR
-11.48%
Shares12.6K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares115.6K
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
8.70%
Shares21.7K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE & CO
13.71%
Shares17.8K
Event2026-03-31
Filed2026-05-12
STXV
EA SERIES TRUST
-34.73%
Shares145.6K
Event2026-03-31
Filed2026-05-12
OCTW
AIM ETF PRODUCTS TRUST
106.51%
Shares131.1K
Event2026-03-31
Filed2026-05-12
APRW
AIM ETF PRODUCTS TRUST
100.06%
Shares142.2K
Event2026-03-31
Filed2026-05-12
JANW
AIM ETF PRODUCTS TRUST
104.76%
Shares137.3K
Event2026-03-31
Filed2026-05-12
JULW
AIM ETF PRODUCTS TRUST
101.35%
Shares127.7K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.36%
Shares10.1K
Event2026-03-31
Filed2026-05-12
BAI
BLACKROCK ETF TRUST
47.56%
Shares144.7K
Event2026-03-31
Filed2026-05-12
AVDE
AMERICAN CENTY ETF TR
11.65%
Shares55.7K
Event2026-03-31
Filed2026-05-12
STXG
EA SERIES TRUST
-32.89%
Shares98.4K
Event2026-03-31
Filed2026-05-12
XTWY
BONDBLOXX ETF TRUST
-2.47%
Shares118.7K
Event2026-03-31
Filed2026-05-12
HEFA
ISHARES TR
New
Shares101.3K
Event2026-03-31
Filed2026-05-12
MAGS
LISTED FDS TR
-12.10%
Shares74.3K
Event2026-03-31
Filed2026-05-12
IJR
ISHARES TR
10.83%
Shares33.8K
Event2026-03-31
Filed2026-05-12
CGMU
CAPITAL GRP FIXED INCM ETF T
2.45%
Shares153.0K
Event2026-03-31
Filed2026-05-12
ANGL
VANECK ETF TRUST
-2.60%
Shares143.9K
Event2026-03-31
Filed2026-05-12
ZECP
ZACKS TRUST
25.78%
Shares117.8K
Event2026-03-31
Filed2026-05-12
MINT
PIMCO ETF TR
396.58%
Shares39.1K
Event2026-03-31
Filed2026-05-12
SCHG
SCHWAB STRATEGIC TR
4.66%
Shares133.4K
Event2026-03-31
Filed2026-05-12
LMUB
ISHARES TR
New
Shares76.8K
Event2026-03-31
Filed2026-05-12
BLCR
BLACKROCK ETF TRUST
New
Shares92.4K
Event2026-03-31
Filed2026-05-12
ISHARES GOLD TR
ISHARES GOLD TR
-43.99%
Shares42.5K
Event2026-03-31
Filed2026-05-12
PM
PHILIP MORRIS INTL INC
6.17%
Shares22.6K
Event2026-03-31
Filed2026-05-12
IJH
ISHARES TR
23.55%
Shares54.6K
Event2026-03-31
Filed2026-05-12
CGUS
CAPITAL GROUP CORE EQUITY ET
18.78%
Shares94.0K
Event2026-03-31
Filed2026-05-12
DFSV
DIMENSIONAL ETF TRUST
-5.17%
Shares102.7K
Event2026-03-31
Filed2026-05-12
DSEP
FIRST TR EXCHNG TRADED FD VI
-11.86%
Shares80.8K
Event2026-03-31
Filed2026-05-12
CVX
CHEVRON CORPORATION
22.82%
Shares16.9K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYS INC
8.74%
Shares44.7K
Event2026-03-31
Filed2026-05-12
VCRM
VANGUARD MUN BD FDS
-2.37%
Shares45.7K
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY & CO
-7.27%
Shares3.7K
Event2026-03-31
Filed2026-05-12
BUXX
EA SERIES TRUST
-27.84%
Shares163.9K
Event2026-03-31
Filed2026-05-12
COWZ
PACER FDS TR
945.31%
Shares51.8K
Event2026-03-31
Filed2026-05-12
TFLR
T ROWE PRICE ETF INC
New
Shares63.5K
Event2026-03-31
Filed2026-05-12
EFA
ISHARES TR
-0.03%
Shares32.6K
Event2026-03-31
Filed2026-05-12
SPYV
SPDR SERIES TRUST
40.39%
Shares55.8K
Event2026-03-31
Filed2026-05-12
SCHP
SCHWAB STRATEGIC TR
-3.51%
Shares118.5K
Event2026-03-31
Filed2026-05-12
IUSB
ISHARES TR
4.51%
Shares67.6K
Event2026-03-31
Filed2026-05-12
AVEM
AMERICAN CENTY ETF TR
37.90%
Shares38.4K
Event2026-03-31
Filed2026-05-12
SPY
STATE STR SPDR S&P 500 ETF T
0.56%
Shares4.7K
Event2026-03-31
Filed2026-05-12
DBMF
LITMAN GREGORY FDS TR
246.63%
Shares99.5K
Event2026-03-31
Filed2026-05-12
TSM
TAIWAN SEMICONDUCTOR MANUFAC
13.74%
Shares8.8K
Event2026-03-31
Filed2026-05-12
FDVV
FIDELITY COVINGTON TRUST
543.35%
Shares52.7K
Event2026-03-31
Filed2026-05-12
FFSM
FIDELITY COVINGTON TRUST
New
Shares90.6K
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC
15.90%
Shares13.0K
Event2026-03-31
Filed2026-05-12
AGG
ISHARES TR
15.63%
Shares28.4K
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE CO
12.30%
Shares19.3K
Event2026-03-31
Filed2026-05-12
PHYL
PGIM ETF TR
New
Shares80.3K
Event2026-03-31
Filed2026-05-12
IWY
ISHARES TR
10.96%
Shares11.2K
Event2026-03-31
Filed2026-05-12
VTEB
VANGUARD MUN BD FDS
-13.19%
Shares55.1K
Event2026-03-31
Filed2026-05-12
TSLA
TESLA INC
15.10%
Shares7.2K
Event2026-03-31
Filed2026-05-12
COST
COSTCO WHOLESALE CORPORATION
229.16%
Shares2.6K
Event2026-03-31
Filed2026-05-12
FMUB
FIDELITY MERRIMACK STR TR
New
Shares51.6K
Event2026-03-31
Filed2026-05-12
HELO
J P MORGAN EXCHANGE TRADED F
New
Shares40.7K
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC
11.81%
Shares7.9K
Event2026-03-31
Filed2026-05-12
XAR
SPDR SERIES TRUST
-12.80%
Shares10.2K
Event2026-03-31
Filed2026-05-12
IXUS
ISHARES TR
2.24%
Shares29.5K
Event2026-03-31
Filed2026-05-12
SPMO
INVESCO EXCH TRADED FD TR II
-0.72%
Shares22.7K
Event2026-03-31
Filed2026-05-12
IDEF
BLACKROCK ETF TRUST
New
Shares77.3K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
8.20%
Shares20.7K
Event2026-03-31
Filed2026-05-12
HYG
ISHARES TR
-44.11%
Shares30.4K
Event2026-03-31
Filed2026-05-12
SO
SOUTHERN CO
84.22%
Shares24.7K
Event2026-03-31
Filed2026-05-12
XLK
SELECT SECTOR SPDR TR
-3.46%
Shares17.9K
Event2026-03-31
Filed2026-05-12
UNH
UNITEDHEALTH GROUP INC
51.50%
Shares8.7K
Event2026-03-31
Filed2026-05-12
NEE
NEXTERA ENERGY INC
-17.65%
Shares25.2K
Event2026-03-31
Filed2026-05-12
SPTM
SPDR SERIES TRUST
15.04%
Shares29.5K
Event2026-03-31
Filed2026-05-12
VBR
VANGUARD INDEX FDS
4.16%
Shares10.7K
Event2026-03-31
Filed2026-05-12
MCD
MCDONALDS CORP
-14.77%
Shares7.2K
Event2026-03-31
Filed2026-05-12
POCT
INNOVATOR ETFS TRUST
-12.31%
Shares51.8K
Event2026-03-31
Filed2026-05-12
V
VISA INC
7.40%
Shares7.3K
Event2026-03-31
Filed2026-05-12
XLV
SELECT SECTOR SPDR TR
-13.30%
Shares14.9K
Event2026-03-31
Filed2026-05-12
VPLS
VANGUARD MALVERN FDS
New
Shares27.9K
Event2026-03-31
Filed2026-05-12
RTX
RTX CORPORATION
16.70%
Shares11.2K
Event2026-03-31
Filed2026-05-12
BAC
BANK AMERICA CORP
7.83%
Shares43.5K
Event2026-03-31
Filed2026-05-12
JPME
J P MORGAN EXCHANGE TRADED F
20.08%
Shares18.5K
Event2026-03-31
Filed2026-05-12
GOVT
ISHARES TR
45.65%
Shares92.1K
Event2026-03-31
Filed2026-05-12
TOTL
SSGA ACTIVE ETF TR
5.67%
Shares53.0K
Event2026-03-31
Filed2026-05-12
TXN
TEXAS INSTRS INC
12.95%
Shares10.3K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
BLACKROCK INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
TJX
TJX COS INC NEW
-26.79%
Shares12.1K
Event2026-03-31
Filed2026-05-12
VGIT
VANGUARD SCOTTSDALE FDS
-20.28%
Shares31.1K
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS INC
-4.44%
Shares35.5K
Event2026-03-31
Filed2026-05-12
GLW
CORNING INC
81.24%
Shares13.1K
Event2026-03-31
Filed2026-05-12
BIL
SPDR SERIES TRUST
-5.29%
Shares19.4K
Event2026-03-31
Filed2026-05-12
COP
CONOCOPHILLIPS
12.12%
Shares13.4K
Event2026-03-31
Filed2026-05-12
XLP
SELECT SECTOR SPDR TR
-18.59%
Shares21.0K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
GE AEROSPACE
5.20%
Shares6.0K
Event2026-03-31
Filed2026-05-12
JPSE
J P MORGAN EXCHANGE TRADED F
21.75%
Shares32.7K
Event2026-03-31
Filed2026-05-12
MUNI
PIMCO ETF TR
235.71%
Shares32.5K
Event2026-03-31
Filed2026-05-12
SMIZ
ZACKS TRUST
25.03%
Shares45.7K
Event2026-03-31
Filed2026-05-12
SPLB
SPDR SERIES TRUST
4.67%
Shares76.1K
Event2026-03-31
Filed2026-05-12
VXF
VANGUARD INDEX FDS
5.31%
Shares8.2K
Event2026-03-31
Filed2026-05-12
IBM
INTERNATIONAL BUSINESS MACHS
34.28%
Shares6.9K
Event2026-03-31
Filed2026-05-12
APD
AIR PRODUCTS AND CHEMICALS I
25.12%
Shares5.7K
Event2026-03-31
Filed2026-05-12
NFLX
NETFLIX INC.
15.77%
Shares17.1K
Event2026-03-31
Filed2026-05-12
FLOT
ISHARES TR
-28.29%
Shares32.2K
Event2026-03-31
Filed2026-05-12
IUS
INVESCO EXCH TRD SLF IDX FD
4.77%
Shares28.1K
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO & CO
-2.61%
Shares20.4K
Event2026-03-31
Filed2026-05-12
APH
AMPHENOL CORP
20.76%
Shares12.9K
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC
12.67%
Shares10.4K
Event2026-03-31
Filed2026-05-12
CAT
CATERPILLAR INC
12.14%
Shares2.3K
Event2026-03-31
Filed2026-05-12
QUIZ
ZACKS TRUST
28.46%
Shares59.2K
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS CORP
9.54%
Shares17.6K
Event2026-03-31
Filed2026-05-12
SCHW
SCHWAB CHARLES CORP
-1.10%
Shares16.7K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
34.13%
Shares8.1K
Event2026-03-31
Filed2026-05-12
WCMI
FIRST TR EXCHANGE-TRADED FD
2.09%
Shares91.5K
Event2026-03-31
Filed2026-05-12
SCHF
SCHWAB STRATEGIC TR
-0.51%
Shares62.0K
Event2026-03-31
Filed2026-05-12
XLF
SELECT SECTOR SPDR TR
3.07%
Shares30.9K
Event2026-03-31
Filed2026-05-12
CMI
CUMMINS INC
126.42%
Shares2.8K
Event2026-03-31
Filed2026-05-12
USIG
ISHARES TR
2.23%
Shares28.9K
Event2026-03-31
Filed2026-05-12
DFAC
DIMENSIONAL ETF TRUST
6.42%
Shares37.5K
Event2026-03-31
Filed2026-05-12
GEV
GE VERNOVA INC
23.76%
Shares1.7K
Event2026-03-31
Filed2026-05-12
MS
MORGAN STANLEY
24.67%
Shares8.8K
Event2026-03-31
Filed2026-05-12
VWO
VANGUARD INTL EQUITY INDEX F
52.04%
Shares26.7K
Event2026-03-31
Filed2026-05-12
PFE
PFIZER INC
3.34%
Shares51.3K
Event2026-03-31
Filed2026-05-12
TCAF
T ROWE PRICE ETF INC
27.20%
Shares39.6K
Event2026-03-31
Filed2026-05-12
TQQQ
PROSHARES TR
-58.35%
Shares33.8K
Event2026-03-31
Filed2026-05-12
VCSH
VANGUARD SCOTTSDALE FDS
86.30%
Shares17.8K
Event2026-03-31
Filed2026-05-12
PANW
PALO ALTO NETWORKS INC
-5.56%
Shares8.6K
Event2026-03-31
Filed2026-05-12
CGHM
CAPITAL GRP FIXED INCM ETF T
3.20%
Shares54.3K
Event2026-03-31
Filed2026-05-12
NOC
NORTHROP GRUMMAN CORP
0.40%
Shares2.0K
Event2026-03-31
Filed2026-05-12
FAD
FIRST TR EXCHANGE-TRADED ALP
5.98%
Shares8.6K
Event2026-03-31
Filed2026-05-12
ORCL
ORACLE CORP
13.39%
Shares9.2K
Event2026-03-31
Filed2026-05-12
USMV
ISHARES TR
465.95%
Shares14.5K
Event2026-03-31
Filed2026-05-12
LOW
LOWES COS INC
2.80%
Shares5.7K
Event2026-03-31
Filed2026-05-12
BDYN
BLACKROCK ETF TRUST
16.20%
Shares54.8K
Event2026-03-31
Filed2026-05-12
TLH
ISHARES TR
-25.04%
Shares13.1K
Event2026-03-31
Filed2026-05-12
TMUS
T-MOBILE US INC
264.50%
Shares6.3K
Event2026-03-31
Filed2026-05-12
AMAT
APPLIED MATLS INC
31.18%
Shares3.8K
Event2026-03-31
Filed2026-05-12
KO
COCA COLA CO
14.67%
Shares17.0K
Event2026-03-31
Filed2026-05-12
DFIV
DIMENSIONAL ETF TRUST
51.41%
Shares24.3K
Event2026-03-31
Filed2026-05-12
CGGR
CAPITAL GROUP GROWTH ETF
9.67%
Shares31.7K
Event2026-03-31
Filed2026-05-12
JEPI
J P MORGAN EXCHANGE TRADED F
147.30%
Shares22.4K
Event2026-03-31
Filed2026-05-12
VGSH
VANGUARD SCOTTSDALE FDS
26.59%
Shares21.6K
Event2026-03-31
Filed2026-05-12
SDVY
FIRST TR EXCHANGE TRADED FD
6.37%
Shares32.0K
Event2026-03-31
Filed2026-05-12
ITOT
ISHARES TR
115.75%
Shares8.8K
Event2026-03-31
Filed2026-05-12
CGGE
CAPITAL GROUP GLOBAL EQUITY
8.41%
Shares40.6K
Event2026-03-31
Filed2026-05-12
JMUB
J P MORGAN EXCHANGE TRADED F
57.74%
Shares24.8K
Event2026-03-31
Filed2026-05-12
MINO
PIMCO ETF TR
396.13%
Shares26.8K
Event2026-03-31
Filed2026-05-12
AMGN
AMGEN INC
2.76%
Shares3.4K
Event2026-03-31
Filed2026-05-12
XLU
SELECT SECTOR SPDR TR
0.68%
Shares25.7K
Event2026-03-31
Filed2026-05-12
PGR
PROGRESSIVE CORP
-3.06%
Shares6.0K
Event2026-03-31
Filed2026-05-12
XLI
SELECT SECTOR SPDR TR
20.34%
Shares7.3K
Event2026-03-31
Filed2026-05-12
MOAT
VANECK ETF TRUST
-23.65%
Shares12.2K
Event2026-03-31
Filed2026-05-12
UNP
UNION PAC CORP
42.52%
Shares4.8K
Event2026-03-31
Filed2026-05-12
XLC
SELECT SECTOR SPDR TR
-22.90%
Shares10.6K
Event2026-03-31
Filed2026-05-12
HYD
VANECK ETF TRUST
-4.00%
Shares23.2K
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST CORP NEW
4.45%
Shares40.2K
Event2026-03-31
Filed2026-05-12
PLTR
PALANTIR TECHNOLOGIES INC
24.04%
Shares7.9K
Event2026-03-31
Filed2026-05-12
MU
MICRON TECHNOLOGY INC
34.40%
Shares3.4K
Event2026-03-31
Filed2026-05-12
HWM
HOWMET AEROSPACE INC
38.05%
Shares5.0K
Event2026-03-31
Filed2026-05-12
SHLD
GLOBAL X FDS
34.77%
Shares16.1K
Event2026-03-31
Filed2026-05-12
INTC
INTEL CORP
-24.93%
Shares25.7K
Event2026-03-31
Filed2026-05-12
VT
VANGUARD INTL EQUITY INDEX F
42.28%
Shares8.2K
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD INCORPORATED
-16.88%
Shares2.3K
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABORATORIES
7.05%
Shares11.0K
Event2026-03-31
Filed2026-05-12
KLAC
KLA CORP
21.14%
Shares762
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
40.95%
Shares5.3K
Event2026-03-31
Filed2026-05-12
IEFA
ISHARES TR
144.37%
Shares12.2K
Event2026-03-31
Filed2026-05-12
ITA
ISHARES TR
-48.24%
Shares5.0K
Event2026-03-31
Filed2026-05-12
CB
CHUBB LTD SWITZ
104.49%
Shares3.4K
Event2026-03-31
Filed2026-05-12
GDX
VANECK ETF TRUST
New
Shares11.8K
Event2026-03-31
Filed2026-05-12
BSV
VANGUARD BD INDEX FDS
-18.77%
Shares13.7K
Event2026-03-31
Filed2026-05-12
VONE
VANGUARD SCOTTSDALE FDS
74.52%
Shares3.7K
Event2026-03-31
Filed2026-05-12
SCHR
SCHWAB STRATEGIC TR
20.01%
Shares42.8K
Event2026-03-31
Filed2026-05-12
NSC
NORFOLK SOUTHN CORP
-3.76%
Shares3.7K
Event2026-03-31
Filed2026-05-12
WBIL
ABSOLUTE SHS TR
1.20%
Shares31.5K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
46.08%
Shares3.1K
Event2026-03-31
Filed2026-05-12
MO
ALTRIA GROUP INC
1.74%
Shares16.0K
Event2026-03-31
Filed2026-05-12
IYW
ISHARES TR
82.22%
Shares5.8K
Event2026-03-31
Filed2026-05-12
GILD
GILEAD SCIENCES INC
-3.33%
Shares7.5K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
CITIGROUP INC
20.06%
Shares9.2K
Event2026-03-31
Filed2026-05-12
VYM
VANGUARD WHITEHALL FDS
64.63%
Shares7.1K
Event2026-03-31
Filed2026-05-12
TLT
ISHARES TR
-12.65%
Shares12.0K
Event2026-03-31
Filed2026-05-12
AMD
ADVANCED MICRO DEVICES INC
38.85%
Shares5.1K
Event2026-03-31
Filed2026-05-12
URI
UNITED RENTALS INC
-5.59%
Shares1.4K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
MEDTRONIC PLC
27.02%
Shares11.9K
Event2026-03-31
Filed2026-05-12
SLV
ISHARES SILVER TR
New
Shares15.0K
Event2026-03-31
Filed2026-05-12
BA
BOEING CO
-17.86%
Shares5.1K
Event2026-03-31
Filed2026-05-12
PNC
PNC FINL SVCS GROUP INC
97.87%
Shares4.8K
Event2026-03-31
Filed2026-05-12
DXJ
WISDOMTREE TR
New
Shares6.3K
Event2026-03-31
Filed2026-05-12
D
DOMINION ENERGY INC
83.94%
Shares16.1K
Event2026-03-31
Filed2026-05-12
XLY
SELECT SECTOR SPDR TR
-0.31%
Shares9.1K
Event2026-03-31
Filed2026-05-12
LMT
LOCKHEED MARTIN CORP
8.89%
Shares1.6K
Event2026-03-31
Filed2026-05-12
T
AT&T INC
18.03%
Shares34.1K
Event2026-03-31
Filed2026-05-12
IBIT
ISHARES BITCOIN TRUST ETF
10.91%
Shares25.7K
Event2026-03-31
Filed2026-05-12
ARP
ADVISORS INNER CIRCLE FD II
30.18%
Shares31.3K
Event2026-03-31
Filed2026-05-12
DTCR
GLOBAL X FDS
142.22%
Shares40.8K
Event2026-03-31
Filed2026-05-12
BMY
BRISTOL-MYERS SQUIBB CO
11.36%
Shares16.1K
Event2026-03-31
Filed2026-05-12
WBIG
ABSOLUTE SHS TR
0.68%
Shares41.3K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
32.47%
Shares4.8K
Event2026-03-31
Filed2026-05-12
PLD
PROLOGIS INC.
7.72%
Shares7.3K
Event2026-03-31
Filed2026-05-12
OEF
ISHARES TR
-84.29%
Shares3.0K
Event2026-03-31
Filed2026-05-12
EME
EMCOR GROUP INC
9.63%
Shares1.3K
Event2026-03-31
Filed2026-05-12
CGGO
CAPITAL GROUP GBL GROWTH EQT
36.04%
Shares28.5K
Event2026-03-31
Filed2026-05-12
FAST
FASTENAL CO
35.39%
Shares20.3K
Event2026-03-31
Filed2026-05-12
BTI
BRITISH AMERN TOB PLC
11.37%
Shares16.0K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
EATON CORP PLC
88.06%
Shares2.6K
Event2026-03-31
Filed2026-05-12
SCHD
SCHWAB STRATEGIC TR
New
Shares30.4K
Event2026-03-31
Filed2026-05-12
CGBL
CAPITAL GROUP CORE BALANCED
18.60%
Shares26.4K
Event2026-03-31
Filed2026-05-12
BINC
BLACKROCK ETF TRUST II
-7.63%
Shares17.5K
Event2026-03-31
Filed2026-05-12
ISRG
INTUITIVE SURGICAL INC
-3.01%
Shares2.0K
Event2026-03-31
Filed2026-05-12
CRWD
CROWDSTRIKE HLDGS INC
-4.18%
Shares2.3K
Event2026-03-31
Filed2026-05-12
CNX
CNX RES CORP
3.74%
Shares23.4K
Event2026-03-31
Filed2026-05-12
VRT
VERTIV HOLDINGS CO
11.97%
Shares3.6K
Event2026-03-31
Filed2026-05-12
MMC
MARSH & MCLENNAN COS INC
53.29%
Shares5.2K
Event2026-03-31
Filed2026-05-12
THIR
THOR FINL TECHNOLOGIES TR
-11.56%
Shares28.6K
Event2026-03-31
Filed2026-05-12
VIOG
VANGUARD ADMIRAL FDS INC
7.23%
Shares7.0K
Event2026-03-31
Filed2026-05-12
FLMI
FRANKLIN TEMPLETON ETF TR
New
Shares35.3K
Event2026-03-31
Filed2026-05-12
IAGG
ISHARES TR
9.53%
Shares17.2K
Event2026-03-31
Filed2026-05-12
BNDX
VANGUARD CHARLOTTE FDS
15.80%
Shares17.7K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares4.3K
Event2026-03-31
Filed2026-05-12
VB
VANGUARD INDEX FDS
12.32%
Shares3.2K
Event2026-03-31
Filed2026-05-12
AXP
AMERICAN EXPRESS CO
35.42%
Shares2.8K
Event2026-03-31
Filed2026-05-12
WBIF
ABSOLUTE SHS TR
0.19%
Shares27.1K
Event2026-03-31
Filed2026-05-12
PH
PARKER-HANNIFIN CORP
45.12%
Shares936
Event2026-03-31
Filed2026-05-12
COF
CAPITAL ONE FINL CORP
32.25%
Shares4.6K
Event2026-03-31
Filed2026-05-12
CGDG
CAPITAL GROUP DIVIDEND GROWE
53.77%
Shares23.1K
Event2026-03-31
Filed2026-05-12
GLDM
WORLD GOLD TR
-45.59%
Shares8.9K
Event2026-03-31
Filed2026-05-12
HMOP
HARTFORD FDS EXCHANGE TRADED
1.10%
Shares21.1K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
LAM RESEARCH CORP
-68.60%
Shares3.8K
Event2026-03-31
Filed2026-05-12
ALLW
SSGA ACTIVE TR
New
Shares28.1K
Event2026-03-31
Filed2026-05-12
IEF
ISHARES TR
3.91%
Shares8.5K
Event2026-03-31
Filed2026-05-12
ASML
ASML HLDG NV
25.98%
Shares611
Event2026-03-31
Filed2026-05-12
CINF
CINCINNATI FINL CORP
0.42%
Shares5.1K
Event2026-03-31
Filed2026-05-12
AEP
AMERICAN ELEC PWR CO INC
29.17%
Shares6.1K
Event2026-03-31
Filed2026-05-12
SPTL
SPDR SERIES TRUST
New
Shares30.2K
Event2026-03-31
Filed2026-05-12
STXT
EA SERIES TRUST
-29.58%
Shares39.8K
Event2026-03-31
Filed2026-05-12
DFSD
DIMENSIONAL ETF TRUST
25.25%
Shares16.5K
Event2026-03-31
Filed2026-05-12
CAH
CARDINAL HEALTH INC
100.60%
Shares3.7K
Event2026-03-31
Filed2026-05-12
CGXU
CAPITAL GROUP INTL FOCUS EQT
42.36%
Shares26.4K
Event2026-03-31
Filed2026-05-12
MNST
MONSTER BEVERAGE CORP NEW
-0.42%
Shares10.7K
Event2026-03-31
Filed2026-05-12
PFF
ISHARES TR
-7.81%
Shares25.4K
Event2026-03-31
Filed2026-05-12
VUG
VANGUARD INDEX FDS
-9.73%
Shares1.7K
Event2026-03-31
Filed2026-05-12
SUB
ISHARES TR
24.33%
Shares7.1K
Event2026-03-31
Filed2026-05-12
PAYX
PAYCHEX INC
86.74%
Shares8.2K
Event2026-03-31
Filed2026-05-12
VGT
VANGUARD WORLD FD
-42.01%
Shares1.1K
Event2026-03-31
Filed2026-05-12
QTUM
ETF SER SOLUTIONS
New
Shares7.0K
Event2026-03-31
Filed2026-05-12
CME
CME GROUP INC
220.53%
Shares2.5K
Event2026-03-31
Filed2026-05-12
WMB
WILLIAMS COS INC
New
Shares10.1K
Event2026-03-31
Filed2026-05-12
EXPD
EXPEDITORS INTL WASH INC
26.99%
Shares5.1K
Event2026-03-31
Filed2026-05-12
FTSM
FIRST TR EXCHANGE-TRADED FD
-18.19%
Shares12.1K
Event2026-03-31
Filed2026-05-12
ANIK
ANIKA THERAPEUTICS INC
3.23%
Shares49.9K
Event2026-03-31
Filed2026-05-12
GROZ
ZACKS TRUST
30.28%
Shares26.1K
Event2026-03-31
Filed2026-05-12
VSGX
VANGUARD WORLD FD
0.35%
Shares10.0K
Event2026-03-31
Filed2026-05-12
ADP
AUTOMATIC DATA PROCESSING IN
83.31%
Shares3.5K
Event2026-03-31
Filed2026-05-12
SPIB
SPDR SERIES TRUST
16.35%
Shares21.2K
Event2026-03-31
Filed2026-05-12
CRM
SALESFORCE INC
54.44%
Shares3.8K
Event2026-03-31
Filed2026-05-12
TMO
THERMO FISHER SCIENTIFIC INC
31.93%
Shares1.4K
Event2026-03-31
Filed2026-05-12
VTIP
VANGUARD MALVERN FDS
17.34%
Shares14.1K
Event2026-03-31
Filed2026-05-12
UBER
UBER TECHNOLOGIES INC
-3.28%
Shares9.8K
Event2026-03-31
Filed2026-05-12
ELAN
ELANCO ANIMAL HEALTH INC
New
Shares29.3K
Event2026-03-31
Filed2026-05-12
TRV
TRAVELERS COMPANIES INC
191.59%
Shares2.4K
Event2026-03-31
Filed2026-05-12
VMBS
VANGUARD SCOTTSDALE FDS
23.80%
Shares14.8K
Event2026-03-31
Filed2026-05-12
UFO
PROCURE ETF TRUST II
New
Shares15.5K
Event2026-03-31
Filed2026-05-12
TOTALENERGIES SE
TOTALENERGIES SE
72.63%
Shares7.6K
Event2026-03-31
Filed2026-05-12
VCRB
VANGUARD MALVERN FDS
27.53%
Shares8.8K
Event2026-03-31
Filed2026-05-12
RVNU
DBX ETF TR
New
Shares27.5K
Event2026-03-31
Filed2026-05-12
LINDE PLC
LINDE PLC
17.10%
Shares1.4K
Event2026-03-31
Filed2026-05-12
EXI
ISHARES TR
New
Shares3.7K
Event2026-03-31
Filed2026-05-12
JADE
J P MORGAN EXCHANGE TRADED F
33.03%
Shares10.1K
Event2026-03-31
Filed2026-05-12
DG
DOLLAR GEN CORP
45.48%
Shares5.6K
Event2026-03-31
Filed2026-05-12
CAML
PROFESIONALLY MANAGED PORTFO
7.22%
Shares19.0K
Event2026-03-31
Filed2026-05-12
DHR
DANAHER CORP DEL
35.14%
Shares3.5K
Event2026-03-31
Filed2026-05-12
XYLD
GLOBAL X FDS
58.06%
Shares17.0K
Event2026-03-31
Filed2026-05-12
EASTERLY GOVT PPTYS INC
EASTERLY GOVT PPTYS INC
13.93%
Shares31.0K
Event2026-03-31
Filed2026-05-12
BKLN
INVESCO EXCH TRADED FD TR II
3.73%
Shares32.3K
Event2026-03-31
Filed2026-05-12
USB
US BANCORP
-13.34%
Shares12.7K
Event2026-03-31
Filed2026-05-12
SPHB
INVESCO EXCH TRADED FD TR II
New
Shares5.7K
Event2026-03-31
Filed2026-05-12
LQD
ISHARES TR
34.55%
Shares6.0K
Event2026-03-31
Filed2026-05-12
CVS
CVS HEALTH CORP
59.82%
Shares9.1K
Event2026-03-31
Filed2026-05-12
NXTG
FIRST TR EXCHANGE-TRADED FD
New
Shares5.8K
Event2026-03-31
Filed2026-05-12
XME
SPDR SERIES TRUST
New
Shares6.0K
Event2026-03-31
Filed2026-05-12
QCOM
QUALCOMM INC
-22.97%
Shares5.0K
Event2026-03-31
Filed2026-05-12
CGMM
CAPITAL GROUP EQUITY ETF TR
9.71%
Shares21.8K
Event2026-03-31
Filed2026-05-12
SIRIUSXM HOLDINGS INC
SIRIUSXM HOLDINGS INC
98.78%
Shares27.8K
Event2026-03-31
Filed2026-05-12
NOW
SERVICENOW INC
39.35%
Shares6.1K
Event2026-03-31
Filed2026-05-12
PRAA
PRA GROUP INC
66.77%
Shares36.4K
Event2026-03-31
Filed2026-05-12
RDVI
FIRST TR EXCHANGE-TRADED FD
New
Shares24.9K
Event2026-03-31
Filed2026-05-12
QYLD
GLOBAL X FDS
81.97%
Shares36.9K
Event2026-03-31
Filed2026-05-12
RCL
ROYAL CARIBBEAN GROUP
-30.38%
Shares2.3K
Event2026-03-31
Filed2026-05-12
ACU
ACME UTD CORP
12.51%
Shares14.0K
Event2026-03-31
Filed2026-05-12
SCHE
SCHWAB STRATEGIC TR
23.66%
Shares19.1K
Event2026-03-31
Filed2026-05-12
FDS
FACTSET RESH SYS INC
New
Shares2.9K
Event2026-03-31
Filed2026-05-12
STXK
EA SERIES TRUST
-32.07%
Shares18.6K
Event2026-03-31
Filed2026-05-12
VRTX
VERTEX PHARMACEUTICALS INC
44.00%
Shares1.4K
Event2026-03-31
Filed2026-05-12
BALT
INNOVATOR ETFS TRUST
3.14%
Shares18.5K
Event2026-03-31
Filed2026-05-12
QDPL
PACER FDS TR
New
Shares15.2K
Event2026-03-31
Filed2026-05-12
PYLD
PIMCO ETF TR
New
Shares23.2K
Event2026-03-31
Filed2026-05-12
PBI
PITNEY BOWES INC
9.72%
Shares55.0K
Event2026-03-31
Filed2026-05-12
AMT
AMERICAN TOWER CORP
75.27%
Shares3.5K
Event2026-03-31
Filed2026-05-12
GS
GOLDMAN SACHS GROUP INC
40.08%
Shares713
Event2026-03-31
Filed2026-05-12
SPRX
LISTED FDS TR
6.64%
Shares16.9K
Event2026-03-31
Filed2026-05-12
MBB
ISHARES TR
1.23%
Shares6.3K
Event2026-03-31
Filed2026-05-12
WBIY
ABSOLUTE SHS TR
-0.68%
Shares17.7K
Event2026-03-31
Filed2026-05-12
ALPS ETF TR
ALPS ETF TR
-39.09%
Shares11.4K
Event2026-03-31
Filed2026-05-12
ST
SENSATA TECHNOLOGIES HLDG PL
-4.32%
Shares17.0K
Event2026-03-31
Filed2026-05-12
IDV
ISHARES TR
32.92%
Shares14.1K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
ARISTA NETWORKS INC
9.07%
Shares4.8K
Event2026-03-31
Filed2026-05-12
LEA
LEAR CORP
-3.23%
Shares4.9K
Event2026-03-31
Filed2026-05-12
ADI
ANALOG DEVICES INC
-16.45%
Shares1.8K
Event2026-03-31
Filed2026-05-12
DVYE
ISHARES INC
22.91%
Shares16.9K
Event2026-03-31
Filed2026-05-12
TPR
TAPESTRY INC
New
Shares4.1K
Event2026-03-31
Filed2026-05-12
GTN
GRAY MEDIA INC
31.71%
Shares132.6K
Event2026-03-31
Filed2026-05-12
EMXC
ISHARES INC
New
Shares7.3K
Event2026-03-31
Filed2026-05-12
SCMB
SCHWAB STRATEGIC TR
7.95%
Shares22.4K
Event2026-03-31
Filed2026-05-12
IWB
ISHARES TR
-36.58%
Shares1.6K
Event2026-03-31
Filed2026-05-12
FIX
COMFORT SYS USA INC
8.71%
Shares412
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
87.89%
Shares4.9K
Event2026-03-31
Filed2026-05-12
CEG
CONSTELLATION ENERGY CORP
234.55%
Shares2.0K
Event2026-03-31
Filed2026-05-12
TFLO
ISHARES TR
New
Shares11.2K
Event2026-03-31
Filed2026-05-12
FTNT
FORTINET INC
20.17%
Shares6.9K
Event2026-03-31
Filed2026-05-12
ISCF
ISHARES TR
25.91%
Shares13.4K
Event2026-03-31
Filed2026-05-12
CROWN CASTLE INC
CROWN CASTLE INC
128.77%
Shares6.9K
Event2026-03-31
Filed2026-05-12
DFAS
DIMENSIONAL ETF TRUST
16.28%
Shares7.9K
Event2026-03-31
Filed2026-05-12
STRV
EA SERIES TRUST
-26.59%
Shares13.2K
Event2026-03-31
Filed2026-05-12
TLTW
ISHARES TR
-27.71%
Shares24.5K
Event2026-03-31
Filed2026-05-12
NEM
NEWMONT CORP
35.11%
Shares5.1K
Event2026-03-31
Filed2026-05-12
BTU
PEABODY ENGR CORP
5.98%
Shares16.7K
Event2026-03-31
Filed2026-05-12
SMMD
ISHARES TR
0.00%
Shares7.2K
Event2026-03-31
Filed2026-05-12
FESM
FIDELITY COVINGTON TRUST
New
Shares14.5K
Event2026-03-31
Filed2026-05-12
SMMU
PIMCO ETF TR
1.56%
Shares10.9K
Event2026-03-31
Filed2026-05-12
MET
METLIFE INC
58.37%
Shares7.7K
Event2026-03-31
Filed2026-05-12
DIS
DISNEY WALT CO
77.62%
Shares5.7K
Event2026-03-31
Filed2026-05-12
MCK
MCKESSON CORP
15.44%
Shares628
Event2026-03-31
Filed2026-05-12
SGOV
ISHARES TR
105.65%
Shares5.4K
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY INC
-1.02%
Shares4.5K
Event2026-03-31
Filed2026-05-12
BDVL
BLACKROCK ETF TRUST
15.51%
Shares21.8K
Event2026-03-31
Filed2026-05-12
MC
MOELIS & CO
16.81%
Shares9.4K
Event2026-03-31
Filed2026-05-12
HRMY
HARMONY BIOSCIENCES HLDGS IN
8.09%
Shares19.1K
Event2026-03-31
Filed2026-05-12
TFC
TRUIST FINL CORP
-3.30%
Shares11.6K
Event2026-03-31
Filed2026-05-12
SCHA
SCHWAB STRATEGIC TR
28.46%
Shares18.2K
Event2026-03-31
Filed2026-05-12
BK
BANK NEW YORK MELLON CORP
46.73%
Shares4.4K
Event2026-03-31
Filed2026-05-12
BUFR
FIRST TR EXCHNG TRADED FD VI
-3.06%
Shares15.5K
Event2026-03-31
Filed2026-05-12
USSG
DBX ETF TR
-0.66%
Shares8.7K
Event2026-03-31
Filed2026-05-12
QXO
QXO INC
-16.54%
Shares26.8K
Event2026-03-31
Filed2026-05-12
ARKK
ARK ETF TR
-1.87%
Shares7.7K
Event2026-03-31
Filed2026-05-12
SRET
GLOBAL X FDS
39.88%
Shares24.5K
Event2026-03-31
Filed2026-05-12
SYK
STRYKER CORPORATION
86.31%
Shares1.6K
Event2026-03-31
Filed2026-05-12
MORT
VANECK ETF TRUST
35.72%
Shares50.1K
Event2026-03-31
Filed2026-05-12
CGIC
CAPITAL GROUP INTERNATIONAL
21.22%
Shares15.5K
Event2026-03-31
Filed2026-05-12
TAP
MOLSON COORS BEVERAGE CO
95.36%
Shares11.9K
Event2026-03-31
Filed2026-05-12
GDMN
WISDOMTREE TR
-6.07%
Shares5.1K
Event2026-03-31
Filed2026-05-12
VGLT
VANGUARD SCOTTSDALE FDS
-37.47%
Shares9.3K
Event2026-03-31
Filed2026-05-12
OMFL
INVESCO EXCH TRD SLF IDX FD
18.19%
Shares8.5K
Event2026-03-31
Filed2026-05-12
EALT
INNOVATOR ETFS TRUST
10.45%
Shares15.2K
Event2026-03-31
Filed2026-05-12
QLD
PROSHARES TR
29.75%
Shares8.3K
Event2026-03-31
Filed2026-05-12
NXST
NEXSTAR MEDIA GROUP INC
-8.62%
Shares2.8K
Event2026-03-31
Filed2026-05-12
FMHI
FIRST TR EXCH TRADED FD III
-0.77%
Shares10.6K
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
BLACKSTONE INC
19.94%
Shares4.4K
Event2026-03-31
Filed2026-05-12
MDLZ
MONDELEZ INTL INC
New
Shares8.7K
Event2026-03-31
Filed2026-05-12
ATMU
ATMUS FILTRATION TECHNOLOGIE
74.61%
Shares8.8K
Event2026-03-31
Filed2026-05-12
IDCC
INTERDIGITAL INC
-31.01%
Shares1.6K
Event2026-03-31
Filed2026-05-12
ULTA
ULTA BEAUTY INC
12.03%
Shares950
Event2026-03-31
Filed2026-05-12
ENB
ENBRIDGE INC
103.63%
Shares9.1K
Event2026-03-31
Filed2026-05-12
TSQ
TOWNSQUARE MEDIA INC
New
Shares90.7K
Event2026-03-31
Filed2026-05-12
CRS
CARPENTER TECHNOLOGY CORP
13.97%
Shares1.2K
Event2026-03-31
Filed2026-05-12
BILS
SPDR SERIES TRUST
New
Shares4.9K
Event2026-03-31
Filed2026-05-12
STCE
SCHWAB STRATEGIC TR
19.16%
Shares9.4K
Event2026-03-31
Filed2026-05-12
SINCLAIR INC
SINCLAIR INC
6.08%
Shares37.9K
Event2026-03-31
Filed2026-05-12
BOND
PIMCO ETF TR
New
Shares5.3K
Event2026-03-31
Filed2026-05-12
IGSB
ISHARES TR
90.91%
Shares9.3K
Event2026-03-31
Filed2026-05-12
AJG
GALLAGHER ARTHUR J & CO
54.18%
Shares2.3K
Event2026-03-31
Filed2026-05-12
BTAL
AGF INVTS TR
50.55%
Shares34.9K
Event2026-03-31
Filed2026-05-12
DRI
DARDEN RESTAURANTS INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-12
HLT
HILTON WORLDWIDE HLDGS INC
13.50%
Shares1.6K
Event2026-03-31
Filed2026-05-12
VYMI
VANGUARD WHITEHALL FDS
New
Shares5.1K
Event2026-03-31
Filed2026-05-12
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
78.19%
Shares16.0K
Event2026-03-31
Filed2026-05-12
ADM
ARCHER DANIELS MIDLAND CO
1.57%
Shares6.6K
Event2026-03-31
Filed2026-05-12
FTI
TECHNIPFMC PLC
33.93%
Shares6.9K
Event2026-03-31
Filed2026-05-12
EVRG
EVERGY INC
3.01%
Shares5.8K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
98.30%
Shares3.6K
Event2026-03-31
Filed2026-05-12
CNXC
CONCENTRIX CORP
110.00%
Shares17.2K
Event2026-03-31
Filed2026-05-12
MLI
MUELLER INDS INC
4.18%
Shares4.2K
Event2026-03-31
Filed2026-05-12
KMI
KINDER MORGAN INC DEL
66.77%
Shares14.0K
Event2026-03-31
Filed2026-05-12
ROST
ROSS STORES INC
9.36%
Shares2.2K
Event2026-03-31
Filed2026-05-12
LFVN
LIFEVANTAGE CORP
73.82%
Shares108.2K
Event2026-03-31
Filed2026-05-12
IWX
ISHARES TR
-16.14%
Shares5.0K
Event2026-03-31
Filed2026-05-12
BDX
BECTON DICKINSON & CO
100.95%
Shares3.0K
Event2026-03-31
Filed2026-05-12
CBOE
CBOE GLOBAL MKTS INC
97.27%
Shares1.7K
Event2026-03-31
Filed2026-05-12
ACCO
ACCO BRANDS CORP
60.90%
Shares155.4K
Event2026-03-31
Filed2026-05-12
ARKW
ARK ETF TR
43.39%
Shares3.9K
Event2026-03-31
Filed2026-05-12
ALL
ALLSTATE CORP
36.02%
Shares2.2K
Event2026-03-31
Filed2026-05-12
MHH
MASTECH HLDGS INC
93.97%
Shares81.5K
Event2026-03-31
Filed2026-05-12
WELL
WELLTOWER INC
New
Shares2.3K
Event2026-03-31
Filed2026-05-12
RSG
REPUBLIC SVCS INC
23.06%
Shares2.1K
Event2026-03-31
Filed2026-05-12
QSR
RESTAURANT BRANDS INTL INC
New
Shares6.2K
Event2026-03-31
Filed2026-05-12
FHI
FEDERATED HERMES INC
75.29%
Shares8.1K
Event2026-03-31
Filed2026-05-12
WM
WASTE MGMT INC DEL
5.93%
Shares2.0K
Event2026-03-31
Filed2026-05-12
HIG
HARTFORD INSURANCE GROUP INC
109.21%
Shares3.3K
Event2026-03-31
Filed2026-05-12
IWD
ISHARES TR
94.99%
Shares2.1K
Event2026-03-31
Filed2026-05-12
PPA
INVESCO EXCHANGE TRADED FD T
New
Shares2.7K
Event2026-03-31
Filed2026-05-12
DFEB
FIRST TR EXCHNG TRADED FD VI
0.57%
Shares9.3K
Event2026-03-31
Filed2026-05-12
DE
DEERE & CO
3.60%
Shares776
Event2026-03-31
Filed2026-05-12
PVAL
PUTNAM ETF TRUST
New
Shares9.4K
Event2026-03-31
Filed2026-05-12
SRE
SEMPRA
New
Shares4.5K
Event2026-03-31
Filed2026-05-12
FELG
FIDELITY COVINGTON TRUST
0.00%
Shares11.6K
Event2026-03-31
Filed2026-05-12
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-24.90%
Shares1.1K
Event2026-03-31
Filed2026-05-12
ESGU
ISHARES TR
107.47%
Shares3.0K
Event2026-03-31
Filed2026-05-12
DCOR
DIMENSIONAL ETF TRUST
5.67%
Shares5.9K
Event2026-03-31
Filed2026-05-12
CTA
SIMPLIFY EXCHANGE TRADED FUN
12.86%
Shares14.0K
Event2026-03-31
Filed2026-05-12
DFIC
DIMENSIONAL ETF TRUST
-7.70%
Shares11.8K
Event2026-03-31
Filed2026-05-12
DFUS
DIMENSIONAL ETF TRUST
New
Shares5.9K
Event2026-03-31
Filed2026-05-12
NVS
NOVARTIS AG
New
Shares2.7K
Event2026-03-31
Filed2026-05-12
GWW
WW GRAINGER INC
-4.36%
Shares373
Event2026-03-31
Filed2026-05-12
IDXX
IDEXX LABS INC
101.11%
Shares722
Event2026-03-31
Filed2026-05-12
TT
TRANE TECHNOLOGIES PLC
-25.92%
Shares969
Event2026-03-31
Filed2026-05-12
DISV
DIMENSIONAL ETF TRUST
38.89%
Shares10.2K
Event2026-03-31
Filed2026-05-12
LHX
L3HARRIS TECHNOLOGIES INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-12
PPL
PPL CORP
New
Shares10.5K
Event2026-03-31
Filed2026-05-12
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
9.74%
Shares1.7K
Event2026-03-31
Filed2026-05-12
SVC
SERVICE PPTYS TR
65.15%
Shares294.4K
Event2026-03-31
Filed2026-05-12
SHYG
ISHARES TR
-38.53%
Shares9.4K
Event2026-03-31
Filed2026-05-12
FNDE
SCHWAB STRATEGIC TR
18.14%
Shares10.4K
Event2026-03-31
Filed2026-05-12
CRUS
CIRRUS LOGIC INC
New
Shares2.7K
Event2026-03-31
Filed2026-05-12
IEUR
ISHARES TR
12.13%
Shares5.6K
Event2026-03-31
Filed2026-05-12
FN
FABRINET
4.65%
Shares743
Event2026-03-31
Filed2026-05-12
JEPQ
J P MORGAN EXCHANGE TRADED F
New
Shares7.0K
Event2026-03-31
Filed2026-05-12
EEM
ISHARES TR
New
Shares6.8K
Event2026-03-31
Filed2026-05-12
PRU
PRUDENTIAL FINL INC
32.24%
Shares3.9K
Event2026-03-31
Filed2026-05-12
PWR
QUANTA SVCS INC
New
Shares699
Event2026-03-31
Filed2026-05-12
LCTU
BLACKROCK ETF TRUST
New
Shares5.4K
Event2026-03-31
Filed2026-05-12
IWF
ISHARES TR
New
Shares881
Event2026-03-31
Filed2026-05-12
PODD
INSULET CORP
-55.39%
Shares1.8K
Event2026-03-31
Filed2026-05-12
EOG
EOG RES INC
New
Shares2.6K
Event2026-03-31
Filed2026-05-12
HSY
HERSHEY CO
New
Shares1.8K
Event2026-03-31
Filed2026-05-12
ARKB
ARK 21SHARES BITCOIN ETF
21.89%
Shares16.4K
Event2026-03-31
Filed2026-05-12
CVNA
CARVANA CO
21.07%
Shares1.2K
Event2026-03-31
Filed2026-05-12
HON
HONEYWELL INTL INC
18.56%
Shares1.6K
Event2026-03-31
Filed2026-05-12
ITW
ILLINOIS TOOL WKS INC
40.18%
Shares1.4K
Event2026-03-31
Filed2026-05-12
TSN
TYSON FOODS INC
-1.63%
Shares5.6K
Event2026-03-31
Filed2026-05-12
DBA
INVESCO DB MULTI-SECTOR COMM
22.83%
Shares13.1K
Event2026-03-31
Filed2026-05-12
NXT
NEXTPOWER INC
10.93%
Shares3.0K
Event2026-03-31
Filed2026-05-12
CGCB
CAPITAL GRP FIXED INCM ETF T
32.66%
Shares13.4K
Event2026-03-31
Filed2026-05-12
PAVE
GLOBAL X FDS
New
Shares6.9K
Event2026-03-31
Filed2026-05-12
DIV
GLOBAL X FDS
-44.46%
Shares18.5K
Event2026-03-31
Filed2026-05-12
GSEP
FIRST TR EXCHNG TRADED FD VI
-10.76%
Shares9.1K
Event2026-03-31
Filed2026-05-12
TRP
TC ENERGY CORP
37.95%
Shares5.5K
Event2026-03-31
Filed2026-05-12
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
New
Shares3.1K
Event2026-03-31
Filed2026-05-12
SCHX
SCHWAB STRATEGIC TR
1.15%
Shares13.3K
Event2026-03-31
Filed2026-05-12
CGMS
CAPITAL GRP FIXED INCM ETF T
29.59%
Shares12.5K
Event2026-03-31
Filed2026-05-12
SRLN
SSGA ACTIVE ETF TR
-13.94%
Shares8.5K
Event2026-03-31
Filed2026-05-12
BFRZ
INNOVATOR ETFS TRUST
New
Shares12.9K
Event2026-03-31
Filed2026-05-12
WTPI
WISDOMTREE TR
New
Shares10.7K
Event2026-03-31
Filed2026-05-12
PKG
PACKAGING CORP AMER
-2.85%
Shares1.6K
Event2026-03-31
Filed2026-05-12
EMTL
SSGA ACTIVE TR
-13.05%
Shares8.0K
Event2026-03-31
Filed2026-05-12
CGNG
CAPITAL GROUP NEW GEOGRAPHY
10.98%
Shares10.6K
Event2026-03-31
Filed2026-05-12
WBD
WARNER BROS DISCOVERY INC
-7.05%
Shares12.1K
Event2026-03-31
Filed2026-05-12
FITB
FIFTH THIRD BANCORP
37.01%
Shares7.1K
Event2026-03-31
Filed2026-05-12
VONV
VANGUARD SCOTTSDALE FDS
24.47%
Shares3.5K
Event2026-03-31
Filed2026-05-12
FI
FISERV INC
-36.79%
Shares5.9K
Event2026-03-31
Filed2026-05-12
GSK PLC
GSK PLC
-8.78%
Shares5.9K
Event2026-03-31
Filed2026-05-12
FTHI
FIRST TR EXCHANGE TRADED FD
New
Shares14.2K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available