The Analysis of AlphaCore Capital LLC's Holdings & P&L


Currently, AlphaCore Capital LLC holds 1202 types of securities in its portfolio with a total value $4.2B. In the most recent quarter, they have increased their positions in VV (+163.4K shares, valued at $48.8M), IEFA (+156.0K shares, valued at $14.1M), VTV (+69.2K shares, valued at $13.6M); decreased their positions in IYF (-137.1K shares, valued at $16.1M), IYC (-164.7K shares, valued at $16.0M), VUG (-35.2K shares, valued at $15.4M); initiated new positions in MGNR (+108.4K shares, valued at $5.6M), GNSS (+1.1M shares, valued at $1.9M), WES (+39.6K shares, valued at $1.6M).


1M P&L
+118.3M+2.83%
3M P&L
-237.9M-5.24%
HY P&L
+65.1M+1.54%

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/A2.9B
71.3%
2Internet Content & Information116.7M
2.9%
3Oil & Gas Midstream108.0M
2.7%

Top Industries by Stock Count

1N/A659 stocks
51.8%
2Software - Application29 stocks
2.3%
3Biotechnology23 stocks
1.8%
Stock Holdings
SCHB
SCHWAB STRATEGIC TR
-7.86%
Shares5.4M
Event2026-03-31
Filed2026-05-15
VV
VANGUARD INDEX FDS
65.40%
Shares413.3K
Event2026-03-31
Filed2026-05-15
SPDW
SPDR INDEX SHS FDS
-5.29%
Shares2.4M
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-2.88%
Shares576.5K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
-1.92%
Shares169.0K
Event2026-03-31
Filed2026-05-15
MPLX
MPLX LP
0.55%
Shares1.6M
Event2026-03-31
Filed2026-05-15
FNDX
SCHWAB STRATEGIC TR
-12.67%
Shares3.1M
Event2026-03-31
Filed2026-05-15
SCHF
SCHWAB STRATEGIC TR
-7.48%
Shares3.3M
Event2026-03-31
Filed2026-05-15
IXUS
ISHARES TR
12.83%
Shares882.3K
Event2026-03-31
Filed2026-05-15
FNDF
SCHWAB STRATEGIC TR
-6.84%
Shares1.5M
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
23.11%
Shares114.3K
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
-12.24%
Shares226.0K
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
33.87%
Shares616.6K
Event2026-03-31
Filed2026-05-15
DSTL
ETF SER SOLUTIONS
7.86%
Shares941.8K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
12.69%
Shares658.4K
Event2026-03-31
Filed2026-05-15
AVUV
AMERICAN CENTY ETF TR
-1.64%
Shares404.5K
Event2026-03-31
Filed2026-05-15
IAUM
ISHARES GOLD TR
25.06%
Shares940.2K
Event2026-03-31
Filed2026-05-15
JPST
J P MORGAN EXCHANGE TRADED F
32.57%
Shares861.3K
Event2026-03-31
Filed2026-05-15
IQDG
WISDOMTREE TR
-1.54%
Shares1.1M
Event2026-03-31
Filed2026-05-15
TFLO
ISHARES TR
-0.63%
Shares832.4K
Event2026-03-31
Filed2026-05-15
COWZ
PACER FDS TR
-1.07%
Shares641.0K
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
-1.59%
Shares206.2K
Event2026-03-31
Filed2026-05-15
IWV
ISHARES TR
-3.44%
Shares106.6K
Event2026-03-31
Filed2026-05-15
JMST
J P MORGAN EXCHANGE TRADED F
32.01%
Shares769.4K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
-5.02%
Shares222.1K
Event2026-03-31
Filed2026-05-15
USFR
WISDOMTREE TR
-3.12%
Shares764.1K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-9.23%
Shares808.8K
Event2026-03-31
Filed2026-05-15
JGRO
J P MORGAN EXCHANGE TRADED F
27.32%
Shares439.6K
Event2026-03-31
Filed2026-05-15
JMBS
JANUS DETROIT STR TR
-2.72%
Shares803.5K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
-6.17%
Shares655.8K
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
13.13%
Shares108.1K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
-14.64%
Shares90.5K
Event2026-03-31
Filed2026-05-15
FNDB
SCHWAB STRATEGIC TR
-5.86%
Shares1.2M
Event2026-03-31
Filed2026-05-15
AVDV
AMERICAN CENTY ETF TR
-3.54%
Shares322.6K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
-6.63%
Shares279.7K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR
-11.47%
Shares68.9K
Event2026-03-31
Filed2026-05-15
ITA
ISHARES TR
-6.27%
Shares134.4K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
-5.75%
Shares94.1K
Event2026-03-31
Filed2026-05-15
IJS
ISHARES TR
-4.69%
Shares231.9K
Event2026-03-31
Filed2026-05-15
IJT
ISHARES TR
-3.90%
Shares188.8K
Event2026-03-31
Filed2026-05-15
JAAA
JANUS DETROIT STR TR
-2.89%
Shares535.3K
Event2026-03-31
Filed2026-05-15
VTEB
VANGUARD MUN BD FDS
-15.68%
Shares537.1K
Event2026-03-31
Filed2026-05-15
IVV
ISHARES TR
-13.06%
Shares41.0K
Event2026-03-31
Filed2026-05-15
FNDA
SCHWAB STRATEGIC TR
-9.32%
Shares818.4K
Event2026-03-31
Filed2026-05-15
JCPB
J P MORGAN EXCHANGE TRADED F
-2.16%
Shares562.1K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
-10.81%
Shares120.7K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
11.96%
Shares93.3K
Event2026-03-31
Filed2026-05-15
SPYM
SPDR SERIES TRUST
-4.92%
Shares318.5K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-20.86%
Shares80.7K
Event2026-03-31
Filed2026-05-15
FNDE
SCHWAB STRATEGIC TR
-0.65%
Shares593.3K
Event2026-03-31
Filed2026-05-15
IJK
ISHARES TR
-2.51%
Shares216.7K
Event2026-03-31
Filed2026-05-15
ILCV
ISHARES TR
-2.44%
Shares234.1K
Event2026-03-31
Filed2026-05-15
INTF
ISHARES TR
-10.13%
Shares557.7K
Event2026-03-31
Filed2026-05-15
BILS
SPDR SERIES TRUST
15.61%
Shares218.1K
Event2026-03-31
Filed2026-05-15
GSIE
GOLDMAN SACHS ETF TR
-13.22%
Shares501.9K
Event2026-03-31
Filed2026-05-15
IJJ
ISHARES TR
-1.69%
Shares162.6K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
-5.45%
Shares307.9K
Event2026-03-31
Filed2026-05-15
ICOW
PACER FDS TR
-5.92%
Shares460.6K
Event2026-03-31
Filed2026-05-15
IAI
ISHARES TR
-27.46%
Shares118.4K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
-5.56%
Shares143.8K
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD WORLD FD
-19.47%
Shares27.1K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
258.50%
Shares96.0K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
1.53%
Shares38.5K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
-4.56%
Shares145.7K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
-9.40%
Shares30.3K
Event2026-03-31
Filed2026-05-15
EPD
ENTERPRISE PRODS PARTNERS L
2.04%
Shares456.5K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-6.18%
Shares57.9K
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
-10.44%
Shares23.9K
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETE CORP
-3.97%
Shares62.6K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
-0.50%
Shares195.7K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
-10.93%
Shares52.3K
Event2026-03-31
Filed2026-05-15
SPTM
SPDR SERIES TRUST
-10.27%
Shares188.3K
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEX F
-1.20%
Shares195.6K
Event2026-03-31
Filed2026-05-15
IQLT
ISHARES TR
8.61%
Shares315.7K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
-6.46%
Shares67.9K
Event2026-03-31
Filed2026-05-15
GSLC
GOLDMAN SACHS ETF TR
-5.63%
Shares116.1K
Event2026-03-31
Filed2026-05-15
MGC
VANGUARD WORLD FD
0.56%
Shares58.8K
Event2026-03-31
Filed2026-05-15
VTHR
VANGUARD SCOTTSDALE FDS
29.94%
Shares47.8K
Event2026-03-31
Filed2026-05-15
DISV
DIMENSIONAL ETF TRUST
-5.01%
Shares324.4K
Event2026-03-31
Filed2026-05-15
MOAT
VANECK ETF TRUST
3.90%
Shares130.8K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
-4.98%
Shares11.9K
Event2026-03-31
Filed2026-05-15
IIPR
INNOVATIVE INDL PPTYS INC
0.09%
Shares214.5K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.42%
Shares239.3K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
-2.85%
Shares221.5K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
-8.01%
Shares29.2K
Event2026-03-31
Filed2026-05-15
V
VISA INC
-10.13%
Shares31.9K
Event2026-03-31
Filed2026-05-15
PR
PERMIAN RESOURCES CORP
-22.44%
Shares447.3K
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
-5.19%
Shares76.1K
Event2026-03-31
Filed2026-05-15
JPEF
J P MORGAN EXCHANGE TRADED F
-9.23%
Shares130.7K
Event2026-03-31
Filed2026-05-15
SCHE
SCHWAB STRATEGIC TR
-8.43%
Shares284.7K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
-14.07%
Shares60.4K
Event2026-03-31
Filed2026-05-15
SCHX
SCHWAB STRATEGIC TR
-2.53%
Shares340.3K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
-14.52%
Shares135.5K
Event2026-03-31
Filed2026-05-15
VOX
VANGUARD WORLD FD
-12.01%
Shares48.2K
Event2026-03-31
Filed2026-05-15
SSUS
STRATEGY SHS
-1.14%
Shares183.8K
Event2026-03-31
Filed2026-05-15
FV
FIRST TR EXCHANGE TRADED FD
-2.22%
Shares139.5K
Event2026-03-31
Filed2026-05-15
PTLC
PACER FDS TR
7.83%
Shares158.8K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
-19.37%
Shares22.3K
Event2026-03-31
Filed2026-05-15
SPMD
SPDR SERIES TRUST
-12.07%
Shares137.2K
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
-15.99%
Shares32.9K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
-29.03%
Shares25.9K
Event2026-03-31
Filed2026-05-15
AIRR
FIRST TR EXCHANGE TRADED FD
-8.58%
Shares71.4K
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES TR
1.99%
Shares112.3K
Event2026-03-31
Filed2026-05-15
XLI
SELECT SECTOR SPDR TR
-2.75%
Shares48.3K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-17.70%
Shares22.5K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
3.28%
Shares34.5K
Event2026-03-31
Filed2026-05-15
GCOW
PACER FDS TR
7.80%
Shares162.2K
Event2026-03-31
Filed2026-05-15
MGK
VANGUARD WORLD FD
-12.20%
Shares19.8K
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
4.39%
Shares55.5K
Event2026-03-31
Filed2026-05-15
SCHZ
SCHWAB STRATEGIC TR
-23.15%
Shares304.3K
Event2026-03-31
Filed2026-05-15
VHT
VANGUARD WORLD FD
-13.25%
Shares25.9K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
-6.59%
Shares41.6K
Event2026-03-31
Filed2026-05-15
UNM
UNUM GROUP
-7.30%
Shares95.9K
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
-5.62%
Shares114.0K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
2.98%
Shares21.2K
Event2026-03-31
Filed2026-05-15
AVLV
AMERICAN CENTY ETF TR
-4.44%
Shares86.0K
Event2026-03-31
Filed2026-05-15
MSI
MOTOROLA SOLUTIONS INC
-2.80%
Shares15.7K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
-8.08%
Shares33.1K
Event2026-03-31
Filed2026-05-15
EMGF
ISHARES INC
-7.84%
Shares110.9K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
-31.81%
Shares39.4K
Event2026-03-31
Filed2026-05-15
GSEW
GOLDMAN SACHS ETF TR
-7.19%
Shares77.5K
Event2026-03-31
Filed2026-05-15
XCEM
COLUMBIA ETF TR II
-5.13%
Shares160.5K
Event2026-03-31
Filed2026-05-15
PTIN
PACER FDS TR
2.80%
Shares199.2K
Event2026-03-31
Filed2026-05-15
XLY
SELECT SECTOR SPDR TR
-9.92%
Shares59.3K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
-8.34%
Shares131.5K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD STAR FDS
0.55%
Shares81.0K
Event2026-03-31
Filed2026-05-15
RSG
REPUBLIC SVCS INC
3.88%
Shares27.3K
Event2026-03-31
Filed2026-05-15
AVUS
AMERICAN CENTY ETF TR
-0.38%
Shares53.6K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
-4.16%
Shares14.0K
Event2026-03-31
Filed2026-05-15
VFH
VANGUARD WORLD FD
-27.18%
Shares49.3K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
15.05%
Shares16.8K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
-11.72%
Shares48.9K
Event2026-03-31
Filed2026-05-15
ITOT
ISHARES TR
11.16%
Shares41.5K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
-3.65%
Shares39.6K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
-8.05%
Shares23.7K
Event2026-03-31
Filed2026-05-15
CGXU
CAPITAL GROUP INTL FOCUS EQT
-6.46%
Shares194.5K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
-12.17%
Shares50.6K
Event2026-03-31
Filed2026-05-15
AVES
AMERICAN CENTY ETF TR
-4.09%
Shares95.2K
Event2026-03-31
Filed2026-05-15
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-17.40%
Shares81.3K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
-9.21%
Shares15.9K
Event2026-03-31
Filed2026-05-15
IEF
ISHARES TR
-8.09%
Shares59.4K
Event2026-03-31
Filed2026-05-15
MGNR
AMERICAN BEACON SELECT FUNDS
New
Shares108.4K
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
-73.52%
Shares12.7K
Event2026-03-31
Filed2026-05-15
JHMM
JOHN HANCOCK EXCHANGE TRADED
-1.24%
Shares82.2K
Event2026-03-31
Filed2026-05-15
T
AT&T INC
-13.00%
Shares190.1K
Event2026-03-31
Filed2026-05-15
TLH
ISHARES TR
-7.68%
Shares53.9K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
-6.93%
Shares16.5K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
-19.81%
Shares5.8K
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
0.54%
Shares27.7K
Event2026-03-31
Filed2026-05-15
USMV
ISHARES TR
-1.74%
Shares57.5K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
4.04%
Shares16.8K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
-21.67%
Shares18.3K
Event2026-03-31
Filed2026-05-15
OBDC
BLUE OWL CAPITAL CORPORATION
18.47%
Shares445.6K
Event2026-03-31
Filed2026-05-15
DIVO
AMPLIFY ETF TR
-12.63%
Shares113.4K
Event2026-03-31
Filed2026-05-15
ACWI
ISHARES TR
0.46%
Shares36.3K
Event2026-03-31
Filed2026-05-15
CGGO
CAPITAL GROUP GBL GROWTH EQT
-0.34%
Shares149.3K
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
-3.01%
Shares53.5K
Event2026-03-31
Filed2026-05-15
TMUS
T-MOBILE US INC
0.51%
Shares23.5K
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
-2.71%
Shares7.2K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
-8.59%
Shares38.6K
Event2026-03-31
Filed2026-05-15
BIL
SPDR SERIES TRUST
2.97%
Shares52.5K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
3.99%
Shares170.9K
Event2026-03-31
Filed2026-05-15
ALPS ETF TR
ALPS ETF TR
9.86%
Shares89.6K
Event2026-03-31
Filed2026-05-15
XLC
SELECT SECTOR SPDR TR
-10.56%
Shares42.0K
Event2026-03-31
Filed2026-05-15
JEPI
J P MORGAN EXCHANGE TRADED F
5.66%
Shares81.4K
Event2026-03-31
Filed2026-05-15
QQQM
INVESCO EXCH TRADED FD TR II
0.79%
Shares19.0K
Event2026-03-31
Filed2026-05-15
DVY
ISHARES TR
-2.07%
Shares29.3K
Event2026-03-31
Filed2026-05-15
MAR
MARRIOTT INTL INC NEW
-0.72%
Shares13.5K
Event2026-03-31
Filed2026-05-15
VCR
VANGUARD WORLD FD
-20.06%
Shares12.3K
Event2026-03-31
Filed2026-05-15
EHC
ENCOMPASS HEALTH CORP
-1.21%
Shares45.4K
Event2026-03-31
Filed2026-05-15
SPSM
SPDR SERIES TRUST
-5.91%
Shares90.9K
Event2026-03-31
Filed2026-05-15
ICE
INTERCONTINENTAL EXCHANGE IN
-3.53%
Shares27.9K
Event2026-03-31
Filed2026-05-15
EXE
EXPAND ENERGY CORPORATION
1.12%
Shares39.7K
Event2026-03-31
Filed2026-05-15
GEM
GOLDMAN SACHS ETF TR
-8.32%
Shares100.5K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
-1.74%
Shares27.7K
Event2026-03-31
Filed2026-05-15
SPEM
SPDR INDEX SHS FDS
-4.21%
Shares88.6K
Event2026-03-31
Filed2026-05-15
TOTL
SSGA ACTIVE ETF TR
-5.77%
Shares104.4K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
-13.14%
Shares80.8K
Event2026-03-31
Filed2026-05-15
DFAC
DIMENSIONAL ETF TRUST
-7.15%
Shares103.6K
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
-0.31%
Shares19.0K
Event2026-03-31
Filed2026-05-15
VIS
VANGUARD WORLD FD
-23.42%
Shares12.9K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
2.04%
Shares27.5K
Event2026-03-31
Filed2026-05-15
NEAR
ISHARES U S ETF TR
0.64%
Shares77.8K
Event2026-03-31
Filed2026-05-15
VDE
VANGUARD WORLD FD
-11.30%
Shares22.7K
Event2026-03-31
Filed2026-05-15
SCHD
SCHWAB STRATEGIC TR
-41.07%
Shares123.2K
Event2026-03-31
Filed2026-05-15
DBEF
DBX ETF TR
-3.39%
Shares76.0K
Event2026-03-31
Filed2026-05-15
XLP
SELECT SECTOR SPDR TR
-9.06%
Shares45.5K
Event2026-03-31
Filed2026-05-15
AAXJ
ISHARES TR
-17.90%
Shares38.1K
Event2026-03-31
Filed2026-05-15
VDC
VANGUARD WORLD FD
-19.65%
Shares16.3K
Event2026-03-31
Filed2026-05-15
CTRA
COTERRA ENERGY INC
-0.91%
Shares104.1K
Event2026-03-31
Filed2026-05-15
PEY
INVESCO EXCHANGE TRADED FD T
13.89%
Shares170.0K
Event2026-03-31
Filed2026-05-15
EMXC
ISHARES INC
-3.20%
Shares44.4K
Event2026-03-31
Filed2026-05-15
FLTR
VANECK ETF TRUST
1.45%
Shares137.0K
Event2026-03-31
Filed2026-05-15
BCI
ABRDN ETFS
73.19%
Shares143.1K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
10.93%
Shares17.1K
Event2026-03-31
Filed2026-05-15
SCHA
SCHWAB STRATEGIC TR
-2.64%
Shares115.4K
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
-1.70%
Shares41.1K
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
4.22%
Shares14.2K
Event2026-03-31
Filed2026-05-15
IEO
ISHARES TR
-1.34%
Shares25.8K
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
-31.47%
Shares2.4K
Event2026-03-31
Filed2026-05-15
SUB
ISHARES TR
67.02%
Shares29.5K
Event2026-03-31
Filed2026-05-15
VUSB
VANGUARD BD INDEX FDS
0.00%
Shares63.1K
Event2026-03-31
Filed2026-05-15
PH
PARKER-HANNIFIN CORP
-11.33%
Shares3.5K
Event2026-03-31
Filed2026-05-15
IYF
ISHARES TR
-83.75%
Shares26.6K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
-3.78%
Shares18.8K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
-4.53%
Shares3.1K
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
-2.02%
Shares12.0K
Event2026-03-31
Filed2026-05-15
SNPS
SYNOPSYS INC
3.86%
Shares7.5K
Event2026-03-31
Filed2026-05-15
ENB
ENBRIDGE INC
-7.10%
Shares53.9K
Event2026-03-31
Filed2026-05-15
PFFD
GLOBAL X FDS
3.96%
Shares157.8K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
-1.58%
Shares30.0K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
14.77%
Shares46.6K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
-13.41%
Shares3.9K
Event2026-03-31
Filed2026-05-15
PDEC
INNOVATOR ETFS TRUST
-1.52%
Shares64.8K
Event2026-03-31
Filed2026-05-15
XLU
SELECT SECTOR SPDR TR
-11.79%
Shares60.0K
Event2026-03-31
Filed2026-05-15
VT
VANGUARD INTL EQUITY INDEX F
-10.34%
Shares19.8K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
12.10%
Shares23.5K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
23.80%
Shares12.0K
Event2026-03-31
Filed2026-05-15
HALO
HALOZYME THERAPEUTICS INC
0.61%
Shares41.8K
Event2026-03-31
Filed2026-05-15
EOG
EOG RES INC
-4.20%
Shares18.6K
Event2026-03-31
Filed2026-05-15
MLPA
GLOBAL X FDS
4.19%
Shares49.7K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
-7.18%
Shares8.4K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
-12.35%
Shares9.9K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
-61.21%
Shares40.3K
Event2026-03-31
Filed2026-05-15
ROP
ROPER TECHNOLOGIES INC
6.57%
Shares7.3K
Event2026-03-31
Filed2026-05-15
IGSB
ISHARES TR
-4.14%
Shares49.4K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
-19.20%
Shares2.9K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
12.98%
Shares13.7K
Event2026-03-31
Filed2026-05-15
VLO
VALERO ENERGY CORP
-1.60%
Shares10.2K
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
2.72%
Shares28.1K
Event2026-03-31
Filed2026-05-15
SPHD
INVESCO EXCH TRADED FD TR II
389.44%
Shares50.6K
Event2026-03-31
Filed2026-05-15
AEM
AGNICO EAGLE MINES LTD
-10.93%
Shares12.2K
Event2026-03-31
Filed2026-05-15
APA CORPORATION
APA CORPORATION
0.43%
Shares58.2K
Event2026-03-31
Filed2026-05-15
DELL
DELL TECHNOLOGIES INC
-36.70%
Shares14.9K
Event2026-03-31
Filed2026-05-15
RPV
INVESCO EXCHANGE TRADED FD T
-1.31%
Shares22.7K
Event2026-03-31
Filed2026-05-15
TPYP
TORTOISE CAPITAL SERIES TRUS
2.41%
Shares56.7K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
LAM RESEARCH CORP
-27.23%
Shares11.2K
Event2026-03-31
Filed2026-05-15
CGGR
CAPITAL GROUP GROWTH ETF
-11.42%
Shares58.4K
Event2026-03-31
Filed2026-05-15
SCHG
SCHWAB STRATEGIC TR
1.37%
Shares80.3K
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
-21.76%
Shares22.0K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
25.91%
Shares3.9K
Event2026-03-31
Filed2026-05-15
PFF
ISHARES TR
9.87%
Shares72.0K
Event2026-03-31
Filed2026-05-15
NGL
NGL ENERGY PARTNERS LP
0.00%
Shares175.8K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
-21.83%
Shares3.6K
Event2026-03-31
Filed2026-05-15
DFIV
DIMENSIONAL ETF TRUST
-0.34%
Shares40.7K
Event2026-03-31
Filed2026-05-15
BSM
BLACK STONE MINERALS L P
6.03%
Shares138.9K
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
-8.65%
Shares8.8K
Event2026-03-31
Filed2026-05-15
OMFL
INVESCO EXCH TRD SLF IDX FD
0.24%
Shares34.4K
Event2026-03-31
Filed2026-05-15
BXSL
BLACKSTONE SECD LENDING FD
16.16%
Shares84.1K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-23.34%
Shares15.4K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
-15.44%
Shares13.7K
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
-13.44%
Shares20.4K
Event2026-03-31
Filed2026-05-15
MCK
MCKESSON CORP
-3.17%
Shares2.3K
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
-1.76%
Shares4.5K
Event2026-03-31
Filed2026-05-15
AUB
ATLANTIC UN BANKSHARES CORP
-0.85%
Shares54.5K
Event2026-03-31
Filed2026-05-15
APD
AIR PRODUCTS AND CHEMICALS I
-15.06%
Shares6.7K
Event2026-03-31
Filed2026-05-15
GNSS
GENASYS INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
NUE
NUCOR CORP
-7.96%
Shares11.4K
Event2026-03-31
Filed2026-05-15
IDYA
IDEAYA BIOSCIENCES INC
749.58%
Shares57.4K
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
-16.94%
Shares43.3K
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES INC
-21.24%
Shares13.6K
Event2026-03-31
Filed2026-05-15
CVS
CVS HEALTH CORP
-8.71%
Shares26.3K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
-4.19%
Shares3.7K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
-6.01%
Shares24.1K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
10.47%
Shares6.1K
Event2026-03-31
Filed2026-05-15
CRWD
CROWDSTRIKE HLDGS INC
-9.21%
Shares4.7K
Event2026-03-31
Filed2026-05-15
PPLT
ABRDN PLATINUM ETF TRUST
0.00%
Shares10.2K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR
-0.67%
Shares18.7K
Event2026-03-31
Filed2026-05-15
DFAS
DIMENSIONAL ETF TRUST
1.08%
Shares25.4K
Event2026-03-31
Filed2026-05-15
HPE-PC
HEWLETT PACKARD ENTERPRISE C
17.58%
Shares28.0K
Event2026-03-31
Filed2026-05-15
JEF
JEFFERIES FINANCIAL GROUP IN
1.52%
Shares43.8K
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
10.98%
Shares9.9K
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC
-29.11%
Shares30.3K
Event2026-03-31
Filed2026-05-15
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
20.35%
Shares8.8K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
-11.46%
Shares10.4K
Event2026-03-31
Filed2026-05-15
IYW
ISHARES TR
-6.33%
Shares9.5K
Event2026-03-31
Filed2026-05-15
VPU
VANGUARD WORLD FD
-11.77%
Shares8.6K
Event2026-03-31
Filed2026-05-15
THE CIGNA GROUP
THE CIGNA GROUP
-2.51%
Shares6.4K
Event2026-03-31
Filed2026-05-15
CRWV
COREWEAVE INC
-0.68%
Shares21.8K
Event2026-03-31
Filed2026-05-15
AIG
AMERICAN INTL GROUP INC
-9.74%
Shares22.5K
Event2026-03-31
Filed2026-05-15
TSCO
TRACTOR SUPPLY CO
-5.62%
Shares37.3K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
-26.52%
Shares19.1K
Event2026-03-31
Filed2026-05-15
XLB
SELECT SECTOR SPDR TR
-11.15%
Shares33.6K
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-22.81%
Shares4.3K
Event2026-03-31
Filed2026-05-15
IYC
ISHARES TR
-90.57%
Shares17.2K
Event2026-03-31
Filed2026-05-15
VTR
VENTAS INC
22.19%
Shares19.9K
Event2026-03-31
Filed2026-05-15
WES
WESTERN MIDSTREAM PARTNERS L
New
Shares39.6K
Event2026-03-31
Filed2026-05-15
JCI
JOHNSON CONTROLS INTERNATION
-5.43%
Shares12.4K
Event2026-03-31
Filed2026-05-15
UNP
UNION PAC CORP
-6.45%
Shares6.7K
Event2026-03-31
Filed2026-05-15
RBRK
RUBRIK INC.
13.39%
Shares33.1K
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD INDEX FDS
-25.41%
Shares7.4K
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
-10.42%
Shares20.1K
Event2026-03-31
Filed2026-05-15
ADM
ARCHER DANIELS MIDLAND CO
32.19%
Shares21.9K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
16.12%
Shares4.6K
Event2026-03-31
Filed2026-05-15
LH
LABCORP HOLDINGS INC
12.99%
Shares6.0K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
0.45%
Shares8.1K
Event2026-03-31
Filed2026-05-15
DOCN
DIGITALOCEAN HLDGS INC
50.58%
Shares18.2K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
MEDTRONIC PLC
-14.79%
Shares17.9K
Event2026-03-31
Filed2026-05-15
ECL
ECOLAB INC
-4.40%
Shares5.8K
Event2026-03-31
Filed2026-05-15
NEM
NEWMONT CORP
-34.54%
Shares14.3K
Event2026-03-31
Filed2026-05-15
KMI
KINDER MORGAN INC DEL
29.52%
Shares45.8K
Event2026-03-31
Filed2026-05-15
JPIN
J P MORGAN EXCHANGE TRADED F
-2.30%
Shares21.3K
Event2026-03-31
Filed2026-05-15
VNQ
VANGUARD INDEX FDS
-8.56%
Shares17.0K
Event2026-03-31
Filed2026-05-15
SHEL
SHELL PLC
-13.90%
Shares16.2K
Event2026-03-31
Filed2026-05-15
AME
AMETEK INC
13.07%
Shares6.9K
Event2026-03-31
Filed2026-05-15
AKAM
AKAMAI TECHNOLOGIES INC
57.45%
Shares12.9K
Event2026-03-31
Filed2026-05-15
SLB
SLB LIMITED
33.61%
Shares28.4K
Event2026-03-31
Filed2026-05-15
KLAC
KLA CORP
-11.17%
Shares986
Event2026-03-31
Filed2026-05-15
BRK.A
BERKSHIRE HATHAWAY INC DEL
-33.33%
Shares2
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
-12.93%
Shares10.6K
Event2026-03-31
Filed2026-05-15
OKE
ONEOK INC NEW
13.17%
Shares15.4K
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
-13.53%
Shares13.1K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
-24.70%
Shares14.5K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
-31.42%
Shares6.8K
Event2026-03-31
Filed2026-05-15
HWKN
HAWKINS INC
-3.17%
Shares9.0K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
-30.09%
Shares1.6K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
-5.21%
Shares2.8K
Event2026-03-31
Filed2026-05-15
AMP
AMERIPRISE FINL INC
16.29%
Shares3.0K
Event2026-03-31
Filed2026-05-15
PRN
INVESCO EXCHANGE TRADED FD T
-5.21%
Shares6.9K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
-1.33%
Shares18.7K
Event2026-03-31
Filed2026-05-15
SPGI
S&P GLOBAL INC
27.54%
Shares3.1K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD BD INDEX FDS
8.71%
Shares17.9K
Event2026-03-31
Filed2026-05-15
DGX
QUEST DIAGNOSTICS INC
45.07%
Shares6.7K
Event2026-03-31
Filed2026-05-15
CL
COLGATE PALMOLIVE CO
-5.16%
Shares15.3K
Event2026-03-31
Filed2026-05-15
ARI
APOLLO COML REAL ESTATE FIN
0.79%
Shares120.4K
Event2026-03-31
Filed2026-05-15
ISRG
INTUITIVE SURGICAL INC
-7.23%
Shares2.8K
Event2026-03-31
Filed2026-05-15
WELL
WELLTOWER INC
-20.19%
Shares6.5K
Event2026-03-31
Filed2026-05-15
PCG
PG&E CORP
271.47%
Shares72.1K
Event2026-03-31
Filed2026-05-15
VAW
VANGUARD WORLD FD
-7.84%
Shares5.6K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
9.68%
Shares2.5K
Event2026-03-31
Filed2026-05-15
IAK
ISHARES TR
-27.92%
Shares9.7K
Event2026-03-31
Filed2026-05-15
NMRA
NEUMORA THERAPEUTICS INC.
0.00%
Shares638.8K
Event2026-03-31
Filed2026-05-15
CGCP
CAPITAL GRP FIXED INCM ETF T
-23.27%
Shares55.4K
Event2026-03-31
Filed2026-05-15
IWB
ISHARES TR
4.32%
Shares3.5K
Event2026-03-31
Filed2026-05-15
RMR
RMR GROUP INC
New
Shares79.3K
Event2026-03-31
Filed2026-05-15
HDEF
DBX ETF TR
13.25%
Shares37.7K
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
8.39%
Shares9.3K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
-5.06%
Shares11.5K
Event2026-03-31
Filed2026-05-15
TT
TRANE TECHNOLOGIES PLC
-3.11%
Shares2.9K
Event2026-03-31
Filed2026-05-15
CIEN
CIENA CORP
153.52%
Shares3.1K
Event2026-03-31
Filed2026-05-15
ES
EVERSOURCE ENERGY
70.18%
Shares17.3K
Event2026-03-31
Filed2026-05-15
PTF
INVESCO EXCHANGE TRADED FD T
-5.45%
Shares13.9K
Event2026-03-31
Filed2026-05-15
PRMB
PRIMO BRANDS CORPORATION
1.71%
Shares63.4K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINL CORP
5.07%
Shares6.5K
Event2026-03-31
Filed2026-05-15
MTB
M & T BK CORP
59.77%
Shares5.8K
Event2026-03-31
Filed2026-05-15
HSY
HERSHEY CO
-11.41%
Shares5.7K
Event2026-03-31
Filed2026-05-15
ELV
ELEVANCE HEALTH INC FORMERLY
41.65%
Shares4.0K
Event2026-03-31
Filed2026-05-15
ILF
ISHARES TR
-12.31%
Shares33.0K
Event2026-03-31
Filed2026-05-15
VRTX
VERTEX PHARMACEUTICALS INC
-46.19%
Shares2.6K
Event2026-03-31
Filed2026-05-15
HUBS
HUBSPOT INC
842.52%
Shares4.8K
Event2026-03-31
Filed2026-05-15
IWD
ISHARES TR
-14.85%
Shares5.4K
Event2026-03-31
Filed2026-05-15
KHC
KRAFT HEINZ CO
17.09%
Shares51.0K
Event2026-03-31
Filed2026-05-15
CGDV
CAPITAL GROUP DIVIDEND VALUE
1.62%
Shares26.7K
Event2026-03-31
Filed2026-05-15
USB
US BANCORP
-15.11%
Shares21.4K
Event2026-03-31
Filed2026-05-15
PCTY
PAYLOCITY HLDG CORP
New
Shares10.4K
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COMPANIES INC
5.33%
Shares3.8K
Event2026-03-31
Filed2026-05-15
PSA
PUBLIC STORAGE OPER CO
16.11%
Shares4.1K
Event2026-03-31
Filed2026-05-15
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-16.99%
Shares98.0K
Event2026-03-31
Filed2026-05-15
AGNC
AGNC INVT CORP
3.18%
Shares108.5K
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP DEL
-1.35%
Shares5.8K
Event2026-03-31
Filed2026-05-15
F
FORD MTR CO
-6.28%
Shares95.2K
Event2026-03-31
Filed2026-05-15
WDC
WESTERN DIGITAL CORP
-23.91%
Shares4.1K
Event2026-03-31
Filed2026-05-15
DVN
DEVON ENERGY CORP NEW
57.33%
Shares21.7K
Event2026-03-31
Filed2026-05-15
VSS
VANGUARD INTL EQUITY INDEX F
0.29%
Shares7.5K
Event2026-03-31
Filed2026-05-15
XT
ISHARES TR
-8.96%
Shares16.0K
Event2026-03-31
Filed2026-05-15
WDAY
WORKDAY INC
185.06%
Shares8.4K
Event2026-03-31
Filed2026-05-15
ADT
ADT INC DEL
89.92%
Shares164.0K
Event2026-03-31
Filed2026-05-15
NDAQ
NASDAQ INC
-2.07%
Shares12.6K
Event2026-03-31
Filed2026-05-15
LYFT
LYFT INC
143.27%
Shares79.3K
Event2026-03-31
Filed2026-05-15
ESGU
ISHARES TR
-0.58%
Shares7.4K
Event2026-03-31
Filed2026-05-15
SON
SONOCO PRODS CO
26.12%
Shares19.4K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
-4.58%
Shares9.1K
Event2026-03-31
Filed2026-05-15
PVH
PVH CORPORATION
72.24%
Shares15.0K
Event2026-03-31
Filed2026-05-15
PXI
INVESCO EXCHANGE TRADED FD T
New
Shares17.5K
Event2026-03-31
Filed2026-05-15
XLRE
SELECT SECTOR SPDR TR
-16.73%
Shares25.5K
Event2026-03-31
Filed2026-05-15
BA
BOEING CO
-9.01%
Shares5.2K
Event2026-03-31
Filed2026-05-15
NVS
NOVARTIS AG
-68.99%
Shares6.8K
Event2026-03-31
Filed2026-05-15
OXY
OCCIDENTAL PETE CORP
78.33%
Shares15.9K
Event2026-03-31
Filed2026-05-15
ARCC
ARES CAPITAL CORP
39.86%
Shares57.3K
Event2026-03-31
Filed2026-05-15
SYY
SYSCO CORP
27.73%
Shares14.4K
Event2026-03-31
Filed2026-05-15
ORLY
OREILLY AUTOMOTIVE INC
-34.94%
Shares11.0K
Event2026-03-31
Filed2026-05-15
TRMB
TRIMBLE INC
57.21%
Shares15.6K
Event2026-03-31
Filed2026-05-15
ALL
ALLSTATE CORP
1.06%
Shares4.9K
Event2026-03-31
Filed2026-05-15
KRE
SPDR SERIES TRUST
1.30%
Shares15.6K
Event2026-03-31
Filed2026-05-15
HPE
HEWLETT PACKARD ENTERPRISE C
11.48%
Shares42.4K
Event2026-03-31
Filed2026-05-15
ZBH
ZIMMER BIOMET HOLDINGS INC
26.59%
Shares11.2K
Event2026-03-31
Filed2026-05-15
RKT
ROCKET COS INC
69.76%
Shares70.5K
Event2026-03-31
Filed2026-05-15
PYZ
INVESCO EXCHANGE TRADED FD T
New
Shares8.4K
Event2026-03-31
Filed2026-05-15
ITB
ISHARES TR
-21.94%
Shares11.0K
Event2026-03-31
Filed2026-05-15
VTRS
VIATRIS INC
21.10%
Shares73.8K
Event2026-03-31
Filed2026-05-15
GPN
GLOBAL PMTS INC
67.33%
Shares14.7K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
-18.17%
Shares4.1K
Event2026-03-31
Filed2026-05-15
ENPH
ENPHASE ENERGY INC
New
Shares26.0K
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
-4.22%
Shares886
Event2026-03-31
Filed2026-05-15
TPR
TAPESTRY INC
-14.38%
Shares6.8K
Event2026-03-31
Filed2026-05-15
AVIV
AMERICAN CENTY ETF TR
-46.28%
Shares12.8K
Event2026-03-31
Filed2026-05-15
CMI
CUMMINS INC
27.88%
Shares1.8K
Event2026-03-31
Filed2026-05-15
GSY
INVESCO ACTIVELY MANAGED EXC
-0.32%
Shares19.0K
Event2026-03-31
Filed2026-05-15
PEG
PUBLIC SVC ENTERPRISE GROUP
-12.72%
Shares11.7K
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
-28.79%
Shares3.1K
Event2026-03-31
Filed2026-05-15
YUM
YUM BRANDS INC
60.50%
Shares6.1K
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
6.87%
Shares5.9K
Event2026-03-31
Filed2026-05-15
XBI
SPDR SERIES TRUST
-4.29%
Shares7.3K
Event2026-03-31
Filed2026-05-15
SCHM
SCHWAB STRATEGIC TR
-21.86%
Shares30.1K
Event2026-03-31
Filed2026-05-15
D
DOMINION ENERGY INC
-9.78%
Shares15.0K
Event2026-03-31
Filed2026-05-15
AMT
AMERICAN TOWER CORP
-18.85%
Shares5.4K
Event2026-03-31
Filed2026-05-15
DASH
DOORDASH INC
-5.22%
Shares6.1K
Event2026-03-31
Filed2026-05-15
PGX
INVESCO EXCH TRADED FD TR II
0.00%
Shares84.0K
Event2026-03-31
Filed2026-05-15
CENCORA INC
CENCORA INC
43.95%
Shares2.9K
Event2026-03-31
Filed2026-05-15
ABRDN GLOBAL PREMIER PPTYS F
ABRDN GLOBAL PREMIER PPTYS F
New
Shares81.3K
Event2026-03-31
Filed2026-05-15
MMC
MARSH & MCLENNAN COS INC
50.16%
Shares5.2K
Event2026-03-31
Filed2026-05-15
IBIT
ISHARES BITCOIN TRUST ETF
-12.61%
Shares23.3K
Event2026-03-31
Filed2026-05-15
EGO
ELDORADO GOLD CORP NEW
36.81%
Shares25.7K
Event2026-03-31
Filed2026-05-15
VRP
INVESCO EXCH TRADED FD TR II
-3.11%
Shares36.6K
Event2026-03-31
Filed2026-05-15
FIVE
FIVE BELOW INC
New
Shares3.8K
Event2026-03-31
Filed2026-05-15
MFC
MANULIFE FINL CORP
-36.71%
Shares25.2K
Event2026-03-31
Filed2026-05-15
BGR
BLACKROCK ENERGY & RES TR
1.28%
Shares49.9K
Event2026-03-31
Filed2026-05-15
BKNG
BOOKING HOLDINGS INC
4.08%
Shares204
Event2026-03-31
Filed2026-05-15
ORI
OLD REP INTL CORP
1.88%
Shares21.5K
Event2026-03-31
Filed2026-05-15
DSI
ISHARES TR
0.03%
Shares7.1K
Event2026-03-31
Filed2026-05-15
DFAE
DIMENSIONAL ETF TRUST
0.00%
Shares25.3K
Event2026-03-31
Filed2026-05-15
IDXX
IDEXX LABS INC
340.82%
Shares1.5K
Event2026-03-31
Filed2026-05-15
JBL
JABIL INC
-12.46%
Shares3.2K
Event2026-03-31
Filed2026-05-15
CME
CME GROUP INC
12.77%
Shares2.8K
Event2026-03-31
Filed2026-05-15
MET
METLIFE INC
-14.29%
Shares11.9K
Event2026-03-31
Filed2026-05-15
UPWK
UPWORK INC
158.70%
Shares76.5K
Event2026-03-31
Filed2026-05-15
ABNB
AIRBNB INC
53.00%
Shares6.6K
Event2026-03-31
Filed2026-05-15
RJF
RAYMOND JAMES FINL INC
-25.44%
Shares5.7K
Event2026-03-31
Filed2026-05-15
AXON
AXON ENTERPRISE INC
1.30%
Shares2.0K
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT MCMORAN INC
27.91%
Shares14.0K
Event2026-03-31
Filed2026-05-15
BCX
BLACKROCK RES & COMMODITIES
1.12%
Shares68.2K
Event2026-03-31
Filed2026-05-15
WMB
WILLIAMS COS INC
3.98%
Shares11.2K
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
40.00%
Shares2.9K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
-45.77%
Shares2.4K
Event2026-03-31
Filed2026-05-15
FIX
COMFORT SYS USA INC
118.35%
Shares583
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
-33.30%
Shares6.8K
Event2026-03-31
Filed2026-05-15
BZAI
BLAIZE HLDGS INC
33.96%
Shares440.3K
Event2026-03-31
Filed2026-05-15
IBB
ISHARES TR
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-15
SOXX
ISHARES TR
-6.61%
Shares2.4K
Event2026-03-31
Filed2026-05-15
FPE
FIRST TR EXCH TRADED FD III
-2.20%
Shares44.5K
Event2026-03-31
Filed2026-05-15
ITW
ILLINOIS TOOL WKS INC
-16.15%
Shares3.0K
Event2026-03-31
Filed2026-05-15
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
-20.97%
Shares3.4K
Event2026-03-31
Filed2026-05-15
ROST
ROSS STORES INC
0.45%
Shares3.6K
Event2026-03-31
Filed2026-05-15
BOE
BLACKROCK ENHANCED GLOBAL
1.88%
Shares71.0K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-43.40%
Shares16.5K
Event2026-03-31
Filed2026-05-15
UTF
COHEN & STEERS INFRASTRUCTUR
1.43%
Shares29.1K
Event2026-03-31
Filed2026-05-15
JPC
NUVEEN PFD & INCOME OPPORTUN
-2.67%
Shares99.1K
Event2026-03-31
Filed2026-05-15
GIS
GENERAL MILLS INC
1.51%
Shares20.2K
Event2026-03-31
Filed2026-05-15
ARLP
ALLIANCE RESOURCE PARTNERS L
0.00%
Shares27.2K
Event2026-03-31
Filed2026-05-15
HQH
ABRDN HEALTHCARE INVESTORS
5.88%
Shares42.1K
Event2026-03-31
Filed2026-05-15
SLV
ISHARES SILVER TR
-38.99%
Shares11.0K
Event2026-03-31
Filed2026-05-15
IWR
ISHARES TR
-5.35%
Shares7.7K
Event2026-03-31
Filed2026-05-15
PDN
INVESCO EXCH TRADED FD TR II
-0.24%
Shares17.2K
Event2026-03-31
Filed2026-05-15
STT
STATE STR CORP
-19.81%
Shares5.8K
Event2026-03-31
Filed2026-05-15
MCHP
MICROCHIP TECHNOLOGY INC.
-10.05%
Shares11.3K
Event2026-03-31
Filed2026-05-15
DFP
FLAHERTY & CRUMRINE DYNAMIC
-2.71%
Shares36.1K
Event2026-03-31
Filed2026-05-15
BROS
DUTCH BROS INC
46.47%
Shares14.3K
Event2026-03-31
Filed2026-05-15
CGMS
CAPITAL GRP FIXED INCM ETF T
-37.66%
Shares26.2K
Event2026-03-31
Filed2026-05-15
IGV
ISHARES TR
-87.75%
Shares8.9K
Event2026-03-31
Filed2026-05-15
PAYX
PAYCHEX INC
-5.73%
Shares7.7K
Event2026-03-31
Filed2026-05-15
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares3.6K
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
-34.03%
Shares2.1K
Event2026-03-31
Filed2026-05-15
OPEN
OPENDOOR TECHNOLOGIES INC
93.38%
Shares149.3K
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA PROCESSING IN
-4.83%
Shares3.4K
Event2026-03-31
Filed2026-05-15
LHX
L3HARRIS TECHNOLOGIES INC
-14.52%
Shares2.0K
Event2026-03-31
Filed2026-05-15
UTG
REAVES UTIL INCOME FD
1.11%
Shares17.5K
Event2026-03-31
Filed2026-05-15
SMH
VANECK ETF TRUST
-9.13%
Shares1.8K
Event2026-03-31
Filed2026-05-15
CSWC
CAPITAL SOUTHWEST CORP
New
Shares31.0K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
ARISTA NETWORKS INC
61.97%
Shares5.6K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD WHITEHALL FDS
-4.55%
Shares4.6K
Event2026-03-31
Filed2026-05-15
SHYG
ISHARES TR
5.45%
Shares16.0K
Event2026-03-31
Filed2026-05-15
FXR
FIRST TR EXCHANGE-TRADED FD
-1.19%
Shares8.3K
Event2026-03-31
Filed2026-05-15
IP
INTERNATIONAL PAPER CO
-8.76%
Shares18.9K
Event2026-03-31
Filed2026-05-15
KMB
KIMBERLY-CLARK CORP
-10.08%
Shares6.9K
Event2026-03-31
Filed2026-05-15
GM
GENERAL MTRS CO
-15.19%
Shares9.0K
Event2026-03-31
Filed2026-05-15
COIN
COINBASE GLOBAL INC
89.79%
Shares3.8K
Event2026-03-31
Filed2026-05-15
ROCKET LAB CORP
ROCKET LAB CORP
13.54%
Shares10.3K
Event2026-03-31
Filed2026-05-15
REGN
REGENERON PHARMACEUTICALS
78.71%
Shares856
Event2026-03-31
Filed2026-05-15
RCL
ROYAL CARIBBEAN GROUP
-16.63%
Shares2.4K
Event2026-03-31
Filed2026-05-15
PDO
PIMCO DYNAMIC INCOME OPRNTS
2.49%
Shares49.8K
Event2026-03-31
Filed2026-05-15
ETR
ENTERGY CORP NEW
40.22%
Shares5.8K
Event2026-03-31
Filed2026-05-15
BOTZ
GLOBAL X FDS
-17.63%
Shares19.5K
Event2026-03-31
Filed2026-05-15
ESGD
ISHARES TR
41.42%
Shares6.8K
Event2026-03-31
Filed2026-05-15
THW
ABRDN WORLD HEALTHCARE FUND
New
Shares55.4K
Event2026-03-31
Filed2026-05-15
MGV
VANGUARD WORLD FD
-12.38%
Shares4.4K
Event2026-03-31
Filed2026-05-15
MAIN
MAIN STR CAP CORP
New
Shares12.0K
Event2026-03-31
Filed2026-05-15
CTVA
CORTEVA INC
-19.41%
Shares7.5K
Event2026-03-31
Filed2026-05-15
CNC
CENTENE CORP DEL
23.49%
Shares19.1K
Event2026-03-31
Filed2026-05-15
DTE
DTE ENERGY CO
13.99%
Shares4.3K
Event2026-03-31
Filed2026-05-15
EIX
EDISON INTL
77.87%
Shares8.5K
Event2026-03-31
Filed2026-05-15
SHY
ISHARES TR
0.49%
Shares7.6K
Event2026-03-31
Filed2026-05-15
FTI
TECHNIPFMC PLC
New
Shares9.0K
Event2026-03-31
Filed2026-05-15
PULS
PGIM ETF TR
-6.08%
Shares12.5K
Event2026-03-31
Filed2026-05-15
LDOS
LEIDOS HOLDINGS INC
82.34%
Shares4.0K
Event2026-03-31
Filed2026-05-15
MDY
STATE STR SPDR S&P MIDCAP 40
-17.45%
Shares998
Event2026-03-31
Filed2026-05-15
PNC
PNC FINL SVCS GROUP INC
-21.14%
Shares3.0K
Event2026-03-31
Filed2026-05-15
BP
BP PLC
-7.44%
Shares13.1K
Event2026-03-31
Filed2026-05-15
HUBBELL INC
HUBBELL INC
9.02%
Shares1.2K
Event2026-03-31
Filed2026-05-15
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-18.41%
Shares2.9K
Event2026-03-31
Filed2026-05-15
LUV
SOUTHWEST AIRLS CO
14.85%
Shares16.0K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available