Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T115.6K sharesnew addition2026-03-312026-05-12
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VTI
-1.89%VANGUARD INDEX FDS
Shares104.2K
Event2026-03-31
Filed2026-05-12
IVV
57.95%ISHARES TR
Shares46.0K
Event2026-03-31
Filed2026-05-12
FBCG
NewFIDELITY COVINGTON TRUST
Shares424.3K
Event2026-03-31
Filed2026-05-12
BAR
-3.09%GRANITESHARES GOLD TR
Shares438.0K
Event2026-03-31
Filed2026-05-12
CGDV
659.14%CAPITAL GROUP DIVIDEND VALUE
Shares440.8K
Event2026-03-31
Filed2026-05-12
BND
11.74%VANGUARD BD INDEX FDS
Shares246.2K
Event2026-03-31
Filed2026-05-12
SPDW
-0.89%SPDR INDEX SHS FDS
Shares365.0K
Event2026-03-31
Filed2026-05-12
SMH
89.33%VANECK ETF TRUST
Shares41.3K
Event2026-03-31
Filed2026-05-12
NVDA
13.67%NVIDIA CORPORATION
Shares80.4K
Event2026-03-31
Filed2026-05-12
DYNF
45.36%BLACKROCK ETF TRUST
Shares231.2K
Event2026-03-31
Filed2026-05-12
VO
-0.04%VANGUARD INDEX FDS
Shares44.8K
Event2026-03-31
Filed2026-05-12
IVW
48.62%ISHARES TR
Shares105.8K
Event2026-03-31
Filed2026-05-12
FENI
NewFIDELITY COVINGTON TRUST
Shares316.9K
Event2026-03-31
Filed2026-05-12
MSFT
0.29%MICROSOFT CORP
Shares31.3K
Event2026-03-31
Filed2026-05-12
SPYM
314.83%SPDR SERIES TRUST
Shares151.2K
Event2026-03-31
Filed2026-05-12
IVE
22.41%ISHARES TR
Shares53.8K
Event2026-03-31
Filed2026-05-12
IEMG
38.02%ISHARES INC
Shares161.6K
Event2026-03-31
Filed2026-05-12
AAPL
5.78%APPLE INC
Shares43.7K
Event2026-03-31
Filed2026-05-12
EFV
52.68%ISHARES TR
Shares148.2K
Event2026-03-31
Filed2026-05-12
FBND
4705.85%FIDELITY MERRIMACK STR TR
Shares236.8K
Event2026-03-31
Filed2026-05-12
SPEM
0.57%SPDR INDEX SHS FDS
Shares224.6K
Event2026-03-31
Filed2026-05-12
CWB
416.21%SPDR SERIES TRUST
Shares112.4K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
16.82%VANGUARD INDEX FDS
Shares17.2K
Event2026-03-31
Filed2026-05-12
MUB
31.12%ISHARES TR
Shares95.1K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
15.71%BROADCOM INC
Shares32.4K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
-12.56%INVESCO QQQ TR
Shares16.7K
Event2026-03-31
Filed2026-05-12
XLE
-18.65%SELECT SECTOR SPDR TR
Shares145.4K
Event2026-03-31
Filed2026-05-12
VTV
41.96%VANGUARD INDEX FDS
Shares44.8K
Event2026-03-31
Filed2026-05-12
META
5.60%META PLATFORMS INC
Shares13.9K
Event2026-03-31
Filed2026-05-12
WMT
-6.82%WALMART INC
Shares62.5K
Event2026-03-31
Filed2026-05-12
XTRE
53.99%BONDBLOXX ETF TRUST
Shares153.2K
Event2026-03-31
Filed2026-05-12
FIGB
NewFIDELITY MERRIMACK STR TR
Shares174.6K
Event2026-03-31
Filed2026-05-12
AMZN
-9.25%AMAZON COM INC
Shares34.4K
Event2026-03-31
Filed2026-05-12
MTUM
128.12%ISHARES TR
Shares29.3K
Event2026-03-31
Filed2026-05-12
EFG
842.75%ISHARES TR
Shares62.3K
Event2026-03-31
Filed2026-05-12
XOM
59.97%EXXON MOBIL CORP
Shares39.6K
Event2026-03-31
Filed2026-05-12
VEA
7.14%VANGUARD TAX-MANAGED FDS
Shares102.1K
Event2026-03-31
Filed2026-05-12
FDEM
NewFIDELITY COVINGTON TRUST
Shares204.2K
Event2026-03-31
Filed2026-05-12
PDBC
31.16%INVESCO ACTVELY MNGD ETC FD
Shares369.9K
Event2026-03-31
Filed2026-05-12
QUAL
56.57%ISHARES TR
Shares32.4K
Event2026-03-31
Filed2026-05-12
THRO
72.08%BLACKROCK ETF TRUST
Shares168.0K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
17.20%ALPHABET INC
Shares20.8K
Event2026-03-31
Filed2026-05-12
USDU
-45.57%WISDOMTREE TR
Shares220.1K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
4.45%ALPHABET INC
Shares19.8K
Event2026-03-31
Filed2026-05-12
GLD
-11.48%SPDR GOLD TR
Shares12.6K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
NewINVESCO EXCHANGE TRADED FD T
Shares115.6K
Event2026-03-31
Filed2026-05-12
JNJ
8.70%JOHNSON & JOHNSON
Shares21.7K
Event2026-03-31
Filed2026-05-12
JPM
13.71%JPMORGAN CHASE & CO
Shares17.8K
Event2026-03-31
Filed2026-05-12
STXV
-34.73%EA SERIES TRUST
Shares145.6K
Event2026-03-31
Filed2026-05-12
OCTW
106.51%AIM ETF PRODUCTS TRUST
Shares131.1K
Event2026-03-31
Filed2026-05-12
APRW
100.06%AIM ETF PRODUCTS TRUST
Shares142.2K
Event2026-03-31
Filed2026-05-12
JANW
104.76%AIM ETF PRODUCTS TRUST
Shares137.3K
Event2026-03-31
Filed2026-05-12
JULW
101.35%AIM ETF PRODUCTS TRUST
Shares127.7K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
0.36%BERKSHIRE HATHAWAY INC DEL
Shares10.1K
Event2026-03-31
Filed2026-05-12
BAI
47.56%BLACKROCK ETF TRUST
Shares144.7K
Event2026-03-31
Filed2026-05-12
AVDE
11.65%AMERICAN CENTY ETF TR
Shares55.7K
Event2026-03-31
Filed2026-05-12
STXG
-32.89%EA SERIES TRUST
Shares98.4K
Event2026-03-31
Filed2026-05-12
XTWY
-2.47%BONDBLOXX ETF TRUST
Shares118.7K
Event2026-03-31
Filed2026-05-12
HEFA
NewISHARES TR
Shares101.3K
Event2026-03-31
Filed2026-05-12
MAGS
-12.10%LISTED FDS TR
Shares74.3K
Event2026-03-31
Filed2026-05-12
IJR
10.83%ISHARES TR
Shares33.8K
Event2026-03-31
Filed2026-05-12
CGMU
2.45%CAPITAL GRP FIXED INCM ETF T
Shares153.0K
Event2026-03-31
Filed2026-05-12
ANGL
-2.60%VANECK ETF TRUST
Shares143.9K
Event2026-03-31
Filed2026-05-12
ZECP
25.78%ZACKS TRUST
Shares117.8K
Event2026-03-31
Filed2026-05-12
MINT
396.58%PIMCO ETF TR
Shares39.1K
Event2026-03-31
Filed2026-05-12
SCHG
4.66%SCHWAB STRATEGIC TR
Shares133.4K
Event2026-03-31
Filed2026-05-12
LMUB
NewISHARES TR
Shares76.8K
Event2026-03-31
Filed2026-05-12
BLCR
NewBLACKROCK ETF TRUST
Shares92.4K
Event2026-03-31
Filed2026-05-12
ISHARES GOLD TR
-43.99%ISHARES GOLD TR
Shares42.5K
Event2026-03-31
Filed2026-05-12
PM
6.17%PHILIP MORRIS INTL INC
Shares22.6K
Event2026-03-31
Filed2026-05-12
IJH
23.55%ISHARES TR
Shares54.6K
Event2026-03-31
Filed2026-05-12
CGUS
18.78%CAPITAL GROUP CORE EQUITY ET
Shares94.0K
Event2026-03-31
Filed2026-05-12
DFSV
-5.17%DIMENSIONAL ETF TRUST
Shares102.7K
Event2026-03-31
Filed2026-05-12
DSEP
-11.86%FIRST TR EXCHNG TRADED FD VI
Shares80.8K
Event2026-03-31
Filed2026-05-12
CVX
22.82%CHEVRON CORPORATION
Shares16.9K
Event2026-03-31
Filed2026-05-12
CSCO
8.74%CISCO SYS INC
Shares44.7K
Event2026-03-31
Filed2026-05-12
VCRM
-2.37%VANGUARD MUN BD FDS
Shares45.7K
Event2026-03-31
Filed2026-05-12
LLY
-7.27%ELI LILLY & CO
Shares3.7K
Event2026-03-31
Filed2026-05-12
BUXX
-27.84%EA SERIES TRUST
Shares163.9K
Event2026-03-31
Filed2026-05-12
COWZ
945.31%PACER FDS TR
Shares51.8K
Event2026-03-31
Filed2026-05-12
TFLR
NewT ROWE PRICE ETF INC
Shares63.5K
Event2026-03-31
Filed2026-05-12
EFA
-0.03%ISHARES TR
Shares32.6K
Event2026-03-31
Filed2026-05-12
SPYV
40.39%SPDR SERIES TRUST
Shares55.8K
Event2026-03-31
Filed2026-05-12
SCHP
-3.51%SCHWAB STRATEGIC TR
Shares118.5K
Event2026-03-31
Filed2026-05-12
IUSB
4.51%ISHARES TR
Shares67.6K
Event2026-03-31
Filed2026-05-12
AVEM
37.90%AMERICAN CENTY ETF TR
Shares38.4K
Event2026-03-31
Filed2026-05-12
SPY
0.56%STATE STR SPDR S&P 500 ETF T
Shares4.7K
Event2026-03-31
Filed2026-05-12
DBMF
246.63%LITMAN GREGORY FDS TR
Shares99.5K
Event2026-03-31
Filed2026-05-12
TSM
13.74%TAIWAN SEMICONDUCTOR MANUFAC
Shares8.8K
Event2026-03-31
Filed2026-05-12
FDVV
543.35%FIDELITY COVINGTON TRUST
Shares52.7K
Event2026-03-31
Filed2026-05-12
FFSM
NewFIDELITY COVINGTON TRUST
Shares90.6K
Event2026-03-31
Filed2026-05-12
ABBV
15.90%ABBVIE INC
Shares13.0K
Event2026-03-31
Filed2026-05-12
AGG
15.63%ISHARES TR
Shares28.4K
Event2026-03-31
Filed2026-05-12
PG
12.30%PROCTER & GAMBLE CO
Shares19.3K
Event2026-03-31
Filed2026-05-12
PHYL
NewPGIM ETF TR
Shares80.3K
Event2026-03-31
Filed2026-05-12
IWY
10.96%ISHARES TR
Shares11.2K
Event2026-03-31
Filed2026-05-12
VTEB
-13.19%VANGUARD MUN BD FDS
Shares55.1K
Event2026-03-31
Filed2026-05-12
TSLA
15.10%TESLA INC
Shares7.2K
Event2026-03-31
Filed2026-05-12
COST
229.16%COSTCO WHOLESALE CORPORATION
Shares2.6K
Event2026-03-31
Filed2026-05-12
FMUB
NewFIDELITY MERRIMACK STR TR
Shares51.6K
Event2026-03-31
Filed2026-05-12
HELO
NewJ P MORGAN EXCHANGE TRADED F
Shares40.7K
Event2026-03-31
Filed2026-05-12
HD
11.81%HOME DEPOT INC
Shares7.9K
Event2026-03-31
Filed2026-05-12
XAR
-12.80%SPDR SERIES TRUST
Shares10.2K
Event2026-03-31
Filed2026-05-12
IXUS
2.24%ISHARES TR
Shares29.5K
Event2026-03-31
Filed2026-05-12
SPMO
-0.72%INVESCO EXCH TRADED FD TR II
Shares22.7K
Event2026-03-31
Filed2026-05-12
IDEF
NewBLACKROCK ETF TRUST
Shares77.3K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
8.20%MERCK & CO INC
Shares20.7K
Event2026-03-31
Filed2026-05-12
HYG
-44.11%ISHARES TR
Shares30.4K
Event2026-03-31
Filed2026-05-12
SO
84.22%SOUTHERN CO
Shares24.7K
Event2026-03-31
Filed2026-05-12
XLK
-3.46%SELECT SECTOR SPDR TR
Shares17.9K
Event2026-03-31
Filed2026-05-12
UNH
51.50%UNITEDHEALTH GROUP INC
Shares8.7K
Event2026-03-31
Filed2026-05-12
NEE
-17.65%NEXTERA ENERGY INC
Shares25.2K
Event2026-03-31
Filed2026-05-12
SPTM
15.04%SPDR SERIES TRUST
Shares29.5K
Event2026-03-31
Filed2026-05-12
VBR
4.16%VANGUARD INDEX FDS
Shares10.7K
Event2026-03-31
Filed2026-05-12
MCD
-14.77%MCDONALDS CORP
Shares7.2K
Event2026-03-31
Filed2026-05-12
POCT
-12.31%INNOVATOR ETFS TRUST
Shares51.8K
Event2026-03-31
Filed2026-05-12
V
7.40%VISA INC
Shares7.3K
Event2026-03-31
Filed2026-05-12
XLV
-13.30%SELECT SECTOR SPDR TR
Shares14.9K
Event2026-03-31
Filed2026-05-12
VPLS
NewVANGUARD MALVERN FDS
Shares27.9K
Event2026-03-31
Filed2026-05-12
RTX
16.70%RTX CORPORATION
Shares11.2K
Event2026-03-31
Filed2026-05-12
BAC
7.83%BANK AMERICA CORP
Shares43.5K
Event2026-03-31
Filed2026-05-12
JPME
20.08%J P MORGAN EXCHANGE TRADED F
Shares18.5K
Event2026-03-31
Filed2026-05-12
GOVT
45.65%ISHARES TR
Shares92.1K
Event2026-03-31
Filed2026-05-12
TOTL
5.67%SSGA ACTIVE ETF TR
Shares53.0K
Event2026-03-31
Filed2026-05-12
TXN
12.95%TEXAS INSTRS INC
Shares10.3K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
0.00%BLACKROCK INC
Shares2.0K
Event2026-03-31
Filed2026-05-12
TJX
-26.79%TJX COS INC NEW
Shares12.1K
Event2026-03-31
Filed2026-05-12
VGIT
-20.28%VANGUARD SCOTTSDALE FDS
Shares31.1K
Event2026-03-31
Filed2026-05-12
VZ
-4.44%VERIZON COMMUNICATIONS INC
Shares35.5K
Event2026-03-31
Filed2026-05-12
GLW
81.24%CORNING INC
Shares13.1K
Event2026-03-31
Filed2026-05-12
BIL
-5.29%SPDR SERIES TRUST
Shares19.4K
Event2026-03-31
Filed2026-05-12
COP
12.12%CONOCOPHILLIPS
Shares13.4K
Event2026-03-31
Filed2026-05-12
XLP
-18.59%SELECT SECTOR SPDR TR
Shares21.0K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
5.20%GE AEROSPACE
Shares6.0K
Event2026-03-31
Filed2026-05-12
JPSE
21.75%J P MORGAN EXCHANGE TRADED F
Shares32.7K
Event2026-03-31
Filed2026-05-12
MUNI
235.71%PIMCO ETF TR
Shares32.5K
Event2026-03-31
Filed2026-05-12
SMIZ
25.03%ZACKS TRUST
Shares45.7K
Event2026-03-31
Filed2026-05-12
SPLB
4.67%SPDR SERIES TRUST
Shares76.1K
Event2026-03-31
Filed2026-05-12
VXF
5.31%VANGUARD INDEX FDS
Shares8.2K
Event2026-03-31
Filed2026-05-12
IBM
34.28%INTERNATIONAL BUSINESS MACHS
Shares6.9K
Event2026-03-31
Filed2026-05-12
APD
25.12%AIR PRODUCTS AND CHEMICALS I
Shares5.7K
Event2026-03-31
Filed2026-05-12
NFLX
15.77%NETFLIX INC.
Shares17.1K
Event2026-03-31
Filed2026-05-12
FLOT
-28.29%ISHARES TR
Shares32.2K
Event2026-03-31
Filed2026-05-12
IUS
4.77%INVESCO EXCH TRD SLF IDX FD
Shares28.1K
Event2026-03-31
Filed2026-05-12
WFC
-2.61%WELLS FARGO & CO
Shares20.4K
Event2026-03-31
Filed2026-05-12
APH
20.76%AMPHENOL CORP
Shares12.9K
Event2026-03-31
Filed2026-05-12
PEP
12.67%PEPSICO INC
Shares10.4K
Event2026-03-31
Filed2026-05-12
CAT
12.14%CATERPILLAR INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
QUIZ
28.46%ZACKS TRUST
Shares59.2K
Event2026-03-31
Filed2026-05-12
SBUX
9.54%STARBUCKS CORP
Shares17.6K
Event2026-03-31
Filed2026-05-12
SCHW
-1.10%SCHWAB CHARLES CORP
Shares16.7K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
34.13%INVESCO EXCHANGE TRADED FD T
Shares8.1K
Event2026-03-31
Filed2026-05-12
WCMI
2.09%FIRST TR EXCHANGE-TRADED FD
Shares91.5K
Event2026-03-31
Filed2026-05-12
SCHF
-0.51%SCHWAB STRATEGIC TR
Shares62.0K
Event2026-03-31
Filed2026-05-12
XLF
3.07%SELECT SECTOR SPDR TR
Shares30.9K
Event2026-03-31
Filed2026-05-12
CMI
126.42%CUMMINS INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
USIG
2.23%ISHARES TR
Shares28.9K
Event2026-03-31
Filed2026-05-12
DFAC
6.42%DIMENSIONAL ETF TRUST
Shares37.5K
Event2026-03-31
Filed2026-05-12
GEV
23.76%GE VERNOVA INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
MS
24.67%MORGAN STANLEY
Shares8.8K
Event2026-03-31
Filed2026-05-12
VWO
52.04%VANGUARD INTL EQUITY INDEX F
Shares26.7K
Event2026-03-31
Filed2026-05-12
PFE
3.34%PFIZER INC
Shares51.3K
Event2026-03-31
Filed2026-05-12
TCAF
27.20%T ROWE PRICE ETF INC
Shares39.6K
Event2026-03-31
Filed2026-05-12
TQQQ
-58.35%PROSHARES TR
Shares33.8K
Event2026-03-31
Filed2026-05-12
VCSH
86.30%VANGUARD SCOTTSDALE FDS
Shares17.8K
Event2026-03-31
Filed2026-05-12
PANW
-5.56%PALO ALTO NETWORKS INC
Shares8.6K
Event2026-03-31
Filed2026-05-12
CGHM
3.20%CAPITAL GRP FIXED INCM ETF T
Shares54.3K
Event2026-03-31
Filed2026-05-12
NOC
0.40%NORTHROP GRUMMAN CORP
Shares2.0K
Event2026-03-31
Filed2026-05-12
FAD
5.98%FIRST TR EXCHANGE-TRADED ALP
Shares8.6K
Event2026-03-31
Filed2026-05-12
ORCL
13.39%ORACLE CORP
Shares9.2K
Event2026-03-31
Filed2026-05-12
USMV
465.95%ISHARES TR
Shares14.5K
Event2026-03-31
Filed2026-05-12
LOW
2.80%LOWES COS INC
Shares5.7K
Event2026-03-31
Filed2026-05-12
BDYN
16.20%BLACKROCK ETF TRUST
Shares54.8K
Event2026-03-31
Filed2026-05-12
TLH
-25.04%ISHARES TR
Shares13.1K
Event2026-03-31
Filed2026-05-12
TMUS
264.50%T-MOBILE US INC
Shares6.3K
Event2026-03-31
Filed2026-05-12
AMAT
31.18%APPLIED MATLS INC
Shares3.8K
Event2026-03-31
Filed2026-05-12
KO
14.67%COCA COLA CO
Shares17.0K
Event2026-03-31
Filed2026-05-12
DFIV
51.41%DIMENSIONAL ETF TRUST
Shares24.3K
Event2026-03-31
Filed2026-05-12
CGGR
9.67%CAPITAL GROUP GROWTH ETF
Shares31.7K
Event2026-03-31
Filed2026-05-12
JEPI
147.30%J P MORGAN EXCHANGE TRADED F
Shares22.4K
Event2026-03-31
Filed2026-05-12
VGSH
26.59%VANGUARD SCOTTSDALE FDS
Shares21.6K
Event2026-03-31
Filed2026-05-12
SDVY
6.37%FIRST TR EXCHANGE TRADED FD
Shares32.0K
Event2026-03-31
Filed2026-05-12
ITOT
115.75%ISHARES TR
Shares8.8K
Event2026-03-31
Filed2026-05-12
CGGE
8.41%CAPITAL GROUP GLOBAL EQUITY
Shares40.6K
Event2026-03-31
Filed2026-05-12
JMUB
57.74%J P MORGAN EXCHANGE TRADED F
Shares24.8K
Event2026-03-31
Filed2026-05-12
MINO
396.13%PIMCO ETF TR
Shares26.8K
Event2026-03-31
Filed2026-05-12
AMGN
2.76%AMGEN INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
XLU
0.68%SELECT SECTOR SPDR TR
Shares25.7K
Event2026-03-31
Filed2026-05-12
PGR
-3.06%PROGRESSIVE CORP
Shares6.0K
Event2026-03-31
Filed2026-05-12
XLI
20.34%SELECT SECTOR SPDR TR
Shares7.3K
Event2026-03-31
Filed2026-05-12
MOAT
-23.65%VANECK ETF TRUST
Shares12.2K
Event2026-03-31
Filed2026-05-12
UNP
42.52%UNION PAC CORP
Shares4.8K
Event2026-03-31
Filed2026-05-12
XLC
-22.90%SELECT SECTOR SPDR TR
Shares10.6K
Event2026-03-31
Filed2026-05-12
HYD
-4.00%VANECK ETF TRUST
Shares23.2K
Event2026-03-31
Filed2026-05-12
CMCSA
4.45%COMCAST CORP NEW
Shares40.2K
Event2026-03-31
Filed2026-05-12
PLTR
24.04%PALANTIR TECHNOLOGIES INC
Shares7.9K
Event2026-03-31
Filed2026-05-12
MU
34.40%MICRON TECHNOLOGY INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
HWM
38.05%HOWMET AEROSPACE INC
Shares5.0K
Event2026-03-31
Filed2026-05-12
SHLD
34.77%GLOBAL X FDS
Shares16.1K
Event2026-03-31
Filed2026-05-12
INTC
-24.93%INTEL CORP
Shares25.7K
Event2026-03-31
Filed2026-05-12
VT
42.28%VANGUARD INTL EQUITY INDEX F
Shares8.2K
Event2026-03-31
Filed2026-05-12
MA
-16.88%MASTERCARD INCORPORATED
Shares2.3K
Event2026-03-31
Filed2026-05-12
ABT
7.05%ABBOTT LABORATORIES
Shares11.0K
Event2026-03-31
Filed2026-05-12
KLAC
21.14%KLA CORP
Shares762
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY PLC
40.95%TE CONNECTIVITY PLC
Shares5.3K
Event2026-03-31
Filed2026-05-12
IEFA
144.37%ISHARES TR
Shares12.2K
Event2026-03-31
Filed2026-05-12
ITA
-48.24%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-05-12
CB
104.49%CHUBB LTD SWITZ
Shares3.4K
Event2026-03-31
Filed2026-05-12
GDX
NewVANECK ETF TRUST
Shares11.8K
Event2026-03-31
Filed2026-05-12
BSV
-18.77%VANGUARD BD INDEX FDS
Shares13.7K
Event2026-03-31
Filed2026-05-12
VONE
74.52%VANGUARD SCOTTSDALE FDS
Shares3.7K
Event2026-03-31
Filed2026-05-12
SCHR
20.01%SCHWAB STRATEGIC TR
Shares42.8K
Event2026-03-31
Filed2026-05-12
NSC
-3.76%NORFOLK SOUTHN CORP
Shares3.7K
Event2026-03-31
Filed2026-05-12
WBIL
1.20%ABSOLUTE SHS TR
Shares31.5K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
46.08%GENERAL DYNAMICS CORP
Shares3.1K
Event2026-03-31
Filed2026-05-12
MO
1.74%ALTRIA GROUP INC
Shares16.0K
Event2026-03-31
Filed2026-05-12
IYW
82.22%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-12
GILD
-3.33%GILEAD SCIENCES INC
Shares7.5K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
20.06%CITIGROUP INC
Shares9.2K
Event2026-03-31
Filed2026-05-12
VYM
64.63%VANGUARD WHITEHALL FDS
Shares7.1K
Event2026-03-31
Filed2026-05-12
TLT
-12.65%ISHARES TR
Shares12.0K
Event2026-03-31
Filed2026-05-12
AMD
38.85%ADVANCED MICRO DEVICES INC
Shares5.1K
Event2026-03-31
Filed2026-05-12
URI
-5.59%UNITED RENTALS INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
27.02%MEDTRONIC PLC
Shares11.9K
Event2026-03-31
Filed2026-05-12
SLV
NewISHARES SILVER TR
Shares15.0K
Event2026-03-31
Filed2026-05-12
BA
-17.86%BOEING CO
Shares5.1K
Event2026-03-31
Filed2026-05-12
PNC
97.87%PNC FINL SVCS GROUP INC
Shares4.8K
Event2026-03-31
Filed2026-05-12
DXJ
NewWISDOMTREE TR
Shares6.3K
Event2026-03-31
Filed2026-05-12
D
83.94%DOMINION ENERGY INC
Shares16.1K
Event2026-03-31
Filed2026-05-12
XLY
-0.31%SELECT SECTOR SPDR TR
Shares9.1K
Event2026-03-31
Filed2026-05-12
LMT
8.89%LOCKHEED MARTIN CORP
Shares1.6K
Event2026-03-31
Filed2026-05-12
T
18.03%AT&T INC
Shares34.1K
Event2026-03-31
Filed2026-05-12
IBIT
10.91%ISHARES BITCOIN TRUST ETF
Shares25.7K
Event2026-03-31
Filed2026-05-12
ARP
30.18%ADVISORS INNER CIRCLE FD II
Shares31.3K
Event2026-03-31
Filed2026-05-12
DTCR
142.22%GLOBAL X FDS
Shares40.8K
Event2026-03-31
Filed2026-05-12
BMY
11.36%BRISTOL-MYERS SQUIBB CO
Shares16.1K
Event2026-03-31
Filed2026-05-12
WBIG
0.68%ABSOLUTE SHS TR
Shares41.3K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
32.47%ACCENTURE PLC IRELAND
Shares4.8K
Event2026-03-31
Filed2026-05-12
PLD
7.72%PROLOGIS INC.
Shares7.3K
Event2026-03-31
Filed2026-05-12
OEF
-84.29%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-12
EME
9.63%EMCOR GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
CGGO
36.04%CAPITAL GROUP GBL GROWTH EQT
Shares28.5K
Event2026-03-31
Filed2026-05-12
FAST
35.39%FASTENAL CO
Shares20.3K
Event2026-03-31
Filed2026-05-12
BTI
11.37%BRITISH AMERN TOB PLC
Shares16.0K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
88.06%EATON CORP PLC
Shares2.6K
Event2026-03-31
Filed2026-05-12
SCHD
NewSCHWAB STRATEGIC TR
Shares30.4K
Event2026-03-31
Filed2026-05-12
CGBL
18.60%CAPITAL GROUP CORE BALANCED
Shares26.4K
Event2026-03-31
Filed2026-05-12
BINC
-7.63%BLACKROCK ETF TRUST II
Shares17.5K
Event2026-03-31
Filed2026-05-12
ISRG
-3.01%INTUITIVE SURGICAL INC
Shares2.0K
Event2026-03-31
Filed2026-05-12
CRWD
-4.18%CROWDSTRIKE HLDGS INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
CNX
3.74%CNX RES CORP
Shares23.4K
Event2026-03-31
Filed2026-05-12
VRT
11.97%VERTIV HOLDINGS CO
Shares3.6K
Event2026-03-31
Filed2026-05-12
MMC
53.29%MARSH & MCLENNAN COS INC
Shares5.2K
Event2026-03-31
Filed2026-05-12
THIR
-11.56%THOR FINL TECHNOLOGIES TR
Shares28.6K
Event2026-03-31
Filed2026-05-12
VIOG
7.23%VANGUARD ADMIRAL FDS INC
Shares7.0K
Event2026-03-31
Filed2026-05-12
FLMI
NewFRANKLIN TEMPLETON ETF TR
Shares35.3K
Event2026-03-31
Filed2026-05-12
IAGG
9.53%ISHARES TR
Shares17.2K
Event2026-03-31
Filed2026-05-12
BNDX
15.80%VANGUARD CHARLOTTE FDS
Shares17.7K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares4.3K
Event2026-03-31
Filed2026-05-12
VB
12.32%VANGUARD INDEX FDS
Shares3.2K
Event2026-03-31
Filed2026-05-12
AXP
35.42%AMERICAN EXPRESS CO
Shares2.8K
Event2026-03-31
Filed2026-05-12
WBIF
0.19%ABSOLUTE SHS TR
Shares27.1K
Event2026-03-31
Filed2026-05-12
PH
45.12%PARKER-HANNIFIN CORP
Shares936
Event2026-03-31
Filed2026-05-12
COF
32.25%CAPITAL ONE FINL CORP
Shares4.6K
Event2026-03-31
Filed2026-05-12
CGDG
53.77%CAPITAL GROUP DIVIDEND GROWE
Shares23.1K
Event2026-03-31
Filed2026-05-12
GLDM
-45.59%WORLD GOLD TR
Shares8.9K
Event2026-03-31
Filed2026-05-12
HMOP
1.10%HARTFORD FDS EXCHANGE TRADED
Shares21.1K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
-68.60%LAM RESEARCH CORP
Shares3.8K
Event2026-03-31
Filed2026-05-12
ALLW
NewSSGA ACTIVE TR
Shares28.1K
Event2026-03-31
Filed2026-05-12
IEF
3.91%ISHARES TR
Shares8.5K
Event2026-03-31
Filed2026-05-12
ASML
25.98%ASML HLDG NV
Shares611
Event2026-03-31
Filed2026-05-12
CINF
0.42%CINCINNATI FINL CORP
Shares5.1K
Event2026-03-31
Filed2026-05-12
AEP
29.17%AMERICAN ELEC PWR CO INC
Shares6.1K
Event2026-03-31
Filed2026-05-12
SPTL
NewSPDR SERIES TRUST
Shares30.2K
Event2026-03-31
Filed2026-05-12
STXT
-29.58%EA SERIES TRUST
Shares39.8K
Event2026-03-31
Filed2026-05-12
DFSD
25.25%DIMENSIONAL ETF TRUST
Shares16.5K
Event2026-03-31
Filed2026-05-12
CAH
100.60%CARDINAL HEALTH INC
Shares3.7K
Event2026-03-31
Filed2026-05-12
CGXU
42.36%CAPITAL GROUP INTL FOCUS EQT
Shares26.4K
Event2026-03-31
Filed2026-05-12
MNST
-0.42%MONSTER BEVERAGE CORP NEW
Shares10.7K
Event2026-03-31
Filed2026-05-12
PFF
-7.81%ISHARES TR
Shares25.4K
Event2026-03-31
Filed2026-05-12
VUG
-9.73%VANGUARD INDEX FDS
Shares1.7K
Event2026-03-31
Filed2026-05-12
SUB
24.33%ISHARES TR
Shares7.1K
Event2026-03-31
Filed2026-05-12
PAYX
86.74%PAYCHEX INC
Shares8.2K
Event2026-03-31
Filed2026-05-12
VGT
-42.01%VANGUARD WORLD FD
Shares1.1K
Event2026-03-31
Filed2026-05-12
QTUM
NewETF SER SOLUTIONS
Shares7.0K
Event2026-03-31
Filed2026-05-12
CME
220.53%CME GROUP INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
WMB
NewWILLIAMS COS INC
Shares10.1K
Event2026-03-31
Filed2026-05-12
EXPD
26.99%EXPEDITORS INTL WASH INC
Shares5.1K
Event2026-03-31
Filed2026-05-12
FTSM
-18.19%FIRST TR EXCHANGE-TRADED FD
Shares12.1K
Event2026-03-31
Filed2026-05-12
ANIK
3.23%ANIKA THERAPEUTICS INC
Shares49.9K
Event2026-03-31
Filed2026-05-12
GROZ
30.28%ZACKS TRUST
Shares26.1K
Event2026-03-31
Filed2026-05-12
VSGX
0.35%VANGUARD WORLD FD
Shares10.0K
Event2026-03-31
Filed2026-05-12
ADP
83.31%AUTOMATIC DATA PROCESSING IN
Shares3.5K
Event2026-03-31
Filed2026-05-12
SPIB
16.35%SPDR SERIES TRUST
Shares21.2K
Event2026-03-31
Filed2026-05-12
CRM
54.44%SALESFORCE INC
Shares3.8K
Event2026-03-31
Filed2026-05-12
TMO
31.93%THERMO FISHER SCIENTIFIC INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
VTIP
17.34%VANGUARD MALVERN FDS
Shares14.1K
Event2026-03-31
Filed2026-05-12
UBER
-3.28%UBER TECHNOLOGIES INC
Shares9.8K
Event2026-03-31
Filed2026-05-12
ELAN
NewELANCO ANIMAL HEALTH INC
Shares29.3K
Event2026-03-31
Filed2026-05-12
TRV
191.59%TRAVELERS COMPANIES INC
Shares2.4K
Event2026-03-31
Filed2026-05-12
VMBS
23.80%VANGUARD SCOTTSDALE FDS
Shares14.8K
Event2026-03-31
Filed2026-05-12
UFO
NewPROCURE ETF TRUST II
Shares15.5K
Event2026-03-31
Filed2026-05-12
TOTALENERGIES SE
72.63%TOTALENERGIES SE
Shares7.6K
Event2026-03-31
Filed2026-05-12
VCRB
27.53%VANGUARD MALVERN FDS
Shares8.8K
Event2026-03-31
Filed2026-05-12
RVNU
NewDBX ETF TR
Shares27.5K
Event2026-03-31
Filed2026-05-12
LINDE PLC
17.10%LINDE PLC
Shares1.4K
Event2026-03-31
Filed2026-05-12
EXI
NewISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-05-12
JADE
33.03%J P MORGAN EXCHANGE TRADED F
Shares10.1K
Event2026-03-31
Filed2026-05-12
DG
45.48%DOLLAR GEN CORP
Shares5.6K
Event2026-03-31
Filed2026-05-12
CAML
7.22%PROFESIONALLY MANAGED PORTFO
Shares19.0K
Event2026-03-31
Filed2026-05-12
DHR
35.14%DANAHER CORP DEL
Shares3.5K
Event2026-03-31
Filed2026-05-12
XYLD
58.06%GLOBAL X FDS
Shares17.0K
Event2026-03-31
Filed2026-05-12
EASTERLY GOVT PPTYS INC
13.93%EASTERLY GOVT PPTYS INC
Shares31.0K
Event2026-03-31
Filed2026-05-12
BKLN
3.73%INVESCO EXCH TRADED FD TR II
Shares32.3K
Event2026-03-31
Filed2026-05-12
USB
-13.34%US BANCORP
Shares12.7K
Event2026-03-31
Filed2026-05-12
SPHB
NewINVESCO EXCH TRADED FD TR II
Shares5.7K
Event2026-03-31
Filed2026-05-12
LQD
34.55%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-05-12
CVS
59.82%CVS HEALTH CORP
Shares9.1K
Event2026-03-31
Filed2026-05-12
NXTG
NewFIRST TR EXCHANGE-TRADED FD
Shares5.8K
Event2026-03-31
Filed2026-05-12
XME
NewSPDR SERIES TRUST
Shares6.0K
Event2026-03-31
Filed2026-05-12
QCOM
-22.97%QUALCOMM INC
Shares5.0K
Event2026-03-31
Filed2026-05-12
CGMM
9.71%CAPITAL GROUP EQUITY ETF TR
Shares21.8K
Event2026-03-31
Filed2026-05-12
SIRIUSXM HOLDINGS INC
98.78%SIRIUSXM HOLDINGS INC
Shares27.8K
Event2026-03-31
Filed2026-05-12
NOW
39.35%SERVICENOW INC
Shares6.1K
Event2026-03-31
Filed2026-05-12
PRAA
66.77%PRA GROUP INC
Shares36.4K
Event2026-03-31
Filed2026-05-12
RDVI
NewFIRST TR EXCHANGE-TRADED FD
Shares24.9K
Event2026-03-31
Filed2026-05-12
QYLD
81.97%GLOBAL X FDS
Shares36.9K
Event2026-03-31
Filed2026-05-12
RCL
-30.38%ROYAL CARIBBEAN GROUP
Shares2.3K
Event2026-03-31
Filed2026-05-12
ACU
12.51%ACME UTD CORP
Shares14.0K
Event2026-03-31
Filed2026-05-12
SCHE
23.66%SCHWAB STRATEGIC TR
Shares19.1K
Event2026-03-31
Filed2026-05-12
FDS
NewFACTSET RESH SYS INC
Shares2.9K
Event2026-03-31
Filed2026-05-12
STXK
-32.07%EA SERIES TRUST
Shares18.6K
Event2026-03-31
Filed2026-05-12
VRTX
44.00%VERTEX PHARMACEUTICALS INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
BALT
3.14%INNOVATOR ETFS TRUST
Shares18.5K
Event2026-03-31
Filed2026-05-12
QDPL
NewPACER FDS TR
Shares15.2K
Event2026-03-31
Filed2026-05-12
PYLD
NewPIMCO ETF TR
Shares23.2K
Event2026-03-31
Filed2026-05-12
PBI
9.72%PITNEY BOWES INC
Shares55.0K
Event2026-03-31
Filed2026-05-12
AMT
75.27%AMERICAN TOWER CORP
Shares3.5K
Event2026-03-31
Filed2026-05-12
GS
40.08%GOLDMAN SACHS GROUP INC
Shares713
Event2026-03-31
Filed2026-05-12
SPRX
6.64%LISTED FDS TR
Shares16.9K
Event2026-03-31
Filed2026-05-12
MBB
1.23%ISHARES TR
Shares6.3K
Event2026-03-31
Filed2026-05-12
WBIY
-0.68%ABSOLUTE SHS TR
Shares17.7K
Event2026-03-31
Filed2026-05-12
ALPS ETF TR
-39.09%ALPS ETF TR
Shares11.4K
Event2026-03-31
Filed2026-05-12
ST
-4.32%SENSATA TECHNOLOGIES HLDG PL
Shares17.0K
Event2026-03-31
Filed2026-05-12
IDV
32.92%ISHARES TR
Shares14.1K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
9.07%ARISTA NETWORKS INC
Shares4.8K
Event2026-03-31
Filed2026-05-12
LEA
-3.23%LEAR CORP
Shares4.9K
Event2026-03-31
Filed2026-05-12
ADI
-16.45%ANALOG DEVICES INC
Shares1.8K
Event2026-03-31
Filed2026-05-12
DVYE
22.91%ISHARES INC
Shares16.9K
Event2026-03-31
Filed2026-05-12
TPR
NewTAPESTRY INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
GTN
31.71%GRAY MEDIA INC
Shares132.6K
Event2026-03-31
Filed2026-05-12
EMXC
NewISHARES INC
Shares7.3K
Event2026-03-31
Filed2026-05-12
SCMB
7.95%SCHWAB STRATEGIC TR
Shares22.4K
Event2026-03-31
Filed2026-05-12
IWB
-36.58%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-12
FIX
8.71%COMFORT SYS USA INC
Shares412
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
87.89%WEC ENERGY GROUP INC
Shares4.9K
Event2026-03-31
Filed2026-05-12
CEG
234.55%CONSTELLATION ENERGY CORP
Shares2.0K
Event2026-03-31
Filed2026-05-12
TFLO
NewISHARES TR
Shares11.2K
Event2026-03-31
Filed2026-05-12
FTNT
20.17%FORTINET INC
Shares6.9K
Event2026-03-31
Filed2026-05-12
ISCF
25.91%ISHARES TR
Shares13.4K
Event2026-03-31
Filed2026-05-12
CROWN CASTLE INC
128.77%CROWN CASTLE INC
Shares6.9K
Event2026-03-31
Filed2026-05-12
DFAS
16.28%DIMENSIONAL ETF TRUST
Shares7.9K
Event2026-03-31
Filed2026-05-12
STRV
-26.59%EA SERIES TRUST
Shares13.2K
Event2026-03-31
Filed2026-05-12
TLTW
-27.71%ISHARES TR
Shares24.5K
Event2026-03-31
Filed2026-05-12
NEM
35.11%NEWMONT CORP
Shares5.1K
Event2026-03-31
Filed2026-05-12
BTU
5.98%PEABODY ENGR CORP
Shares16.7K
Event2026-03-31
Filed2026-05-12
SMMD
0.00%ISHARES TR
Shares7.2K
Event2026-03-31
Filed2026-05-12
FESM
NewFIDELITY COVINGTON TRUST
Shares14.5K
Event2026-03-31
Filed2026-05-12
SMMU
1.56%PIMCO ETF TR
Shares10.9K
Event2026-03-31
Filed2026-05-12
MET
58.37%METLIFE INC
Shares7.7K
Event2026-03-31
Filed2026-05-12
DIS
77.62%DISNEY WALT CO
Shares5.7K
Event2026-03-31
Filed2026-05-12
MCK
15.44%MCKESSON CORP
Shares628
Event2026-03-31
Filed2026-05-12
SGOV
105.65%ISHARES TR
Shares5.4K
Event2026-03-31
Filed2026-05-12
SHOP
-1.02%SHOPIFY INC
Shares4.5K
Event2026-03-31
Filed2026-05-12
BDVL
15.51%BLACKROCK ETF TRUST
Shares21.8K
Event2026-03-31
Filed2026-05-12
MC
16.81%MOELIS & CO
Shares9.4K
Event2026-03-31
Filed2026-05-12
HRMY
8.09%HARMONY BIOSCIENCES HLDGS IN
Shares19.1K
Event2026-03-31
Filed2026-05-12
TFC
-3.30%TRUIST FINL CORP
Shares11.6K
Event2026-03-31
Filed2026-05-12
SCHA
28.46%SCHWAB STRATEGIC TR
Shares18.2K
Event2026-03-31
Filed2026-05-12
BK
46.73%BANK NEW YORK MELLON CORP
Shares4.4K
Event2026-03-31
Filed2026-05-12
BUFR
-3.06%FIRST TR EXCHNG TRADED FD VI
Shares15.5K
Event2026-03-31
Filed2026-05-12
USSG
-0.66%DBX ETF TR
Shares8.7K
Event2026-03-31
Filed2026-05-12
QXO
-16.54%QXO INC
Shares26.8K
Event2026-03-31
Filed2026-05-12
ARKK
-1.87%ARK ETF TR
Shares7.7K
Event2026-03-31
Filed2026-05-12
SRET
39.88%GLOBAL X FDS
Shares24.5K
Event2026-03-31
Filed2026-05-12
SYK
86.31%STRYKER CORPORATION
Shares1.6K
Event2026-03-31
Filed2026-05-12
MORT
35.72%VANECK ETF TRUST
Shares50.1K
Event2026-03-31
Filed2026-05-12
CGIC
21.22%CAPITAL GROUP INTERNATIONAL
Shares15.5K
Event2026-03-31
Filed2026-05-12
TAP
95.36%MOLSON COORS BEVERAGE CO
Shares11.9K
Event2026-03-31
Filed2026-05-12
GDMN
-6.07%WISDOMTREE TR
Shares5.1K
Event2026-03-31
Filed2026-05-12
VGLT
-37.47%VANGUARD SCOTTSDALE FDS
Shares9.3K
Event2026-03-31
Filed2026-05-12
OMFL
18.19%INVESCO EXCH TRD SLF IDX FD
Shares8.5K
Event2026-03-31
Filed2026-05-12
EALT
10.45%INNOVATOR ETFS TRUST
Shares15.2K
Event2026-03-31
Filed2026-05-12
QLD
29.75%PROSHARES TR
Shares8.3K
Event2026-03-31
Filed2026-05-12
NXST
-8.62%NEXSTAR MEDIA GROUP INC
Shares2.8K
Event2026-03-31
Filed2026-05-12
FMHI
-0.77%FIRST TR EXCH TRADED FD III
Shares10.6K
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
19.94%BLACKSTONE INC
Shares4.4K
Event2026-03-31
Filed2026-05-12
MDLZ
NewMONDELEZ INTL INC
Shares8.7K
Event2026-03-31
Filed2026-05-12
ATMU
74.61%ATMUS FILTRATION TECHNOLOGIE
Shares8.8K
Event2026-03-31
Filed2026-05-12
IDCC
-31.01%INTERDIGITAL INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
ULTA
12.03%ULTA BEAUTY INC
Shares950
Event2026-03-31
Filed2026-05-12
ENB
103.63%ENBRIDGE INC
Shares9.1K
Event2026-03-31
Filed2026-05-12
TSQ
NewTOWNSQUARE MEDIA INC
Shares90.7K
Event2026-03-31
Filed2026-05-12
CRS
13.97%CARPENTER TECHNOLOGY CORP
Shares1.2K
Event2026-03-31
Filed2026-05-12
BILS
NewSPDR SERIES TRUST
Shares4.9K
Event2026-03-31
Filed2026-05-12
STCE
19.16%SCHWAB STRATEGIC TR
Shares9.4K
Event2026-03-31
Filed2026-05-12
SINCLAIR INC
6.08%SINCLAIR INC
Shares37.9K
Event2026-03-31
Filed2026-05-12
BOND
NewPIMCO ETF TR
Shares5.3K
Event2026-03-31
Filed2026-05-12
IGSB
90.91%ISHARES TR
Shares9.3K
Event2026-03-31
Filed2026-05-12
AJG
54.18%GALLAGHER ARTHUR J & CO
Shares2.3K
Event2026-03-31
Filed2026-05-12
BTAL
50.55%AGF INVTS TR
Shares34.9K
Event2026-03-31
Filed2026-05-12
DRI
NewDARDEN RESTAURANTS INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
HLT
13.50%HILTON WORLDWIDE HLDGS INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
VYMI
NewVANGUARD WHITEHALL FDS
Shares5.1K
Event2026-03-31
Filed2026-05-12
GRAYSCALE BITCOIN MINI TR ET
78.19%GRAYSCALE BITCOIN MINI TR ET
Shares16.0K
Event2026-03-31
Filed2026-05-12
ADM
1.57%ARCHER DANIELS MIDLAND CO
Shares6.6K
Event2026-03-31
Filed2026-05-12
FTI
33.93%TECHNIPFMC PLC
Shares6.9K
Event2026-03-31
Filed2026-05-12
EVRG
3.01%EVERGY INC
Shares5.8K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW
98.30%DUKE ENERGY CORP NEW
Shares3.6K
Event2026-03-31
Filed2026-05-12
CNXC
110.00%CONCENTRIX CORP
Shares17.2K
Event2026-03-31
Filed2026-05-12
MLI
4.18%MUELLER INDS INC
Shares4.2K
Event2026-03-31
Filed2026-05-12
KMI
66.77%KINDER MORGAN INC DEL
Shares14.0K
Event2026-03-31
Filed2026-05-12
ROST
9.36%ROSS STORES INC
Shares2.2K
Event2026-03-31
Filed2026-05-12
LFVN
73.82%LIFEVANTAGE CORP
Shares108.2K
Event2026-03-31
Filed2026-05-12
IWX
-16.14%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-05-12
BDX
100.95%BECTON DICKINSON & CO
Shares3.0K
Event2026-03-31
Filed2026-05-12
CBOE
97.27%CBOE GLOBAL MKTS INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
ACCO
60.90%ACCO BRANDS CORP
Shares155.4K
Event2026-03-31
Filed2026-05-12
ARKW
43.39%ARK ETF TR
Shares3.9K
Event2026-03-31
Filed2026-05-12
ALL
36.02%ALLSTATE CORP
Shares2.2K
Event2026-03-31
Filed2026-05-12
MHH
93.97%MASTECH HLDGS INC
Shares81.5K
Event2026-03-31
Filed2026-05-12
WELL
NewWELLTOWER INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
RSG
23.06%REPUBLIC SVCS INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
QSR
NewRESTAURANT BRANDS INTL INC
Shares6.2K
Event2026-03-31
Filed2026-05-12
FHI
75.29%FEDERATED HERMES INC
Shares8.1K
Event2026-03-31
Filed2026-05-12
WM
5.93%WASTE MGMT INC DEL
Shares2.0K
Event2026-03-31
Filed2026-05-12
HIG
109.21%HARTFORD INSURANCE GROUP INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
IWD
94.99%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-12
PPA
NewINVESCO EXCHANGE TRADED FD T
Shares2.7K
Event2026-03-31
Filed2026-05-12
DFEB
0.57%FIRST TR EXCHNG TRADED FD VI
Shares9.3K
Event2026-03-31
Filed2026-05-12
DE
3.60%DEERE & CO
Shares776
Event2026-03-31
Filed2026-05-12
PVAL
NewPUTNAM ETF TRUST
Shares9.4K
Event2026-03-31
Filed2026-05-12
SRE
NewSEMPRA
Shares4.5K
Event2026-03-31
Filed2026-05-12
FELG
0.00%FIDELITY COVINGTON TRUST
Shares11.6K
Event2026-03-31
Filed2026-05-12
SEAGATE TECHNOLOGY HLDNGS PL
-24.90%SEAGATE TECHNOLOGY HLDNGS PL
Shares1.1K
Event2026-03-31
Filed2026-05-12
ESGU
107.47%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-12
DCOR
5.67%DIMENSIONAL ETF TRUST
Shares5.9K
Event2026-03-31
Filed2026-05-12
CTA
12.86%SIMPLIFY EXCHANGE TRADED FUN
Shares14.0K
Event2026-03-31
Filed2026-05-12
DFIC
-7.70%DIMENSIONAL ETF TRUST
Shares11.8K
Event2026-03-31
Filed2026-05-12
DFUS
NewDIMENSIONAL ETF TRUST
Shares5.9K
Event2026-03-31
Filed2026-05-12
NVS
NewNOVARTIS AG
Shares2.7K
Event2026-03-31
Filed2026-05-12
GWW
-4.36%WW GRAINGER INC
Shares373
Event2026-03-31
Filed2026-05-12
IDXX
101.11%IDEXX LABS INC
Shares722
Event2026-03-31
Filed2026-05-12
TT
-25.92%TRANE TECHNOLOGIES PLC
Shares969
Event2026-03-31
Filed2026-05-12
DISV
38.89%DIMENSIONAL ETF TRUST
Shares10.2K
Event2026-03-31
Filed2026-05-12
LHX
NewL3HARRIS TECHNOLOGIES INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
PPL
NewPPL CORP
Shares10.5K
Event2026-03-31
Filed2026-05-12
FERGUSON ENTERPRISES INC
9.74%FERGUSON ENTERPRISES INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
SVC
65.15%SERVICE PPTYS TR
Shares294.4K
Event2026-03-31
Filed2026-05-12
SHYG
-38.53%ISHARES TR
Shares9.4K
Event2026-03-31
Filed2026-05-12
FNDE
18.14%SCHWAB STRATEGIC TR
Shares10.4K
Event2026-03-31
Filed2026-05-12
CRUS
NewCIRRUS LOGIC INC
Shares2.7K
Event2026-03-31
Filed2026-05-12
IEUR
12.13%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-12
FN
4.65%FABRINET
Shares743
Event2026-03-31
Filed2026-05-12
JEPQ
NewJ P MORGAN EXCHANGE TRADED F
Shares7.0K
Event2026-03-31
Filed2026-05-12
EEM
NewISHARES TR
Shares6.8K
Event2026-03-31
Filed2026-05-12
PRU
32.24%PRUDENTIAL FINL INC
Shares3.9K
Event2026-03-31
Filed2026-05-12
PWR
NewQUANTA SVCS INC
Shares699
Event2026-03-31
Filed2026-05-12
LCTU
NewBLACKROCK ETF TRUST
Shares5.4K
Event2026-03-31
Filed2026-05-12
IWF
NewISHARES TR
Shares881
Event2026-03-31
Filed2026-05-12
PODD
-55.39%INSULET CORP
Shares1.8K
Event2026-03-31
Filed2026-05-12
EOG
NewEOG RES INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
HSY
NewHERSHEY CO
Shares1.8K
Event2026-03-31
Filed2026-05-12
ARKB
21.89%ARK 21SHARES BITCOIN ETF
Shares16.4K
Event2026-03-31
Filed2026-05-12
CVNA
21.07%CARVANA CO
Shares1.2K
Event2026-03-31
Filed2026-05-12
HON
18.56%HONEYWELL INTL INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
ITW
40.18%ILLINOIS TOOL WKS INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
TSN
-1.63%TYSON FOODS INC
Shares5.6K
Event2026-03-31
Filed2026-05-12
DBA
22.83%INVESCO DB MULTI-SECTOR COMM
Shares13.1K
Event2026-03-31
Filed2026-05-12
NXT
10.93%NEXTPOWER INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
CGCB
32.66%CAPITAL GRP FIXED INCM ETF T
Shares13.4K
Event2026-03-31
Filed2026-05-12
PAVE
NewGLOBAL X FDS
Shares6.9K
Event2026-03-31
Filed2026-05-12
DIV
-44.46%GLOBAL X FDS
Shares18.5K
Event2026-03-31
Filed2026-05-12
GSEP
-10.76%FIRST TR EXCHNG TRADED FD VI
Shares9.1K
Event2026-03-31
Filed2026-05-12
TRP
37.95%TC ENERGY CORP
Shares5.5K
Event2026-03-31
Filed2026-05-12
APOLLO GLOBAL MGMT INC
NewAPOLLO GLOBAL MGMT INC
Shares3.1K
Event2026-03-31
Filed2026-05-12
SCHX
1.15%SCHWAB STRATEGIC TR
Shares13.3K
Event2026-03-31
Filed2026-05-12
CGMS
29.59%CAPITAL GRP FIXED INCM ETF T
Shares12.5K
Event2026-03-31
Filed2026-05-12
SRLN
-13.94%SSGA ACTIVE ETF TR
Shares8.5K
Event2026-03-31
Filed2026-05-12
BFRZ
NewINNOVATOR ETFS TRUST
Shares12.9K
Event2026-03-31
Filed2026-05-12
WTPI
NewWISDOMTREE TR
Shares10.7K
Event2026-03-31
Filed2026-05-12
PKG
-2.85%PACKAGING CORP AMER
Shares1.6K
Event2026-03-31
Filed2026-05-12
EMTL
-13.05%SSGA ACTIVE TR
Shares8.0K
Event2026-03-31
Filed2026-05-12
CGNG
10.98%CAPITAL GROUP NEW GEOGRAPHY
Shares10.6K
Event2026-03-31
Filed2026-05-12
WBD
-7.05%WARNER BROS DISCOVERY INC
Shares12.1K
Event2026-03-31
Filed2026-05-12
FITB
37.01%FIFTH THIRD BANCORP
Shares7.1K
Event2026-03-31
Filed2026-05-12
VONV
24.47%VANGUARD SCOTTSDALE FDS
Shares3.5K
Event2026-03-31
Filed2026-05-12
FI
-36.79%FISERV INC
Shares5.9K
Event2026-03-31
Filed2026-05-12
GSK PLC
-8.78%GSK PLC
Shares5.9K
Event2026-03-31
Filed2026-05-12
FTHI
NewFIRST TR EXCHANGE TRADED FD
Shares14.2K
Event2026-03-31
Filed2026-05-12
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