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The Analysis of American Capital Advisory, LLC's Holdings & P&L

Currently, American Capital Advisory, LLC holds 1139 types of securities in its portfolio with a total value $246.9M. In the most recent quarter, they have increased their positions in DUSB (+133.1K shares, valued at $6.7M), GTO (+121.9K shares, valued at $5.7M), DFUS (+32.1K shares, valued at $2.3M); decreased their positions in N/A (-2.7K shares, valued at $769.9K), SNY (-12.6K shares, valued at $608.2K), PSLV (-24.6K shares, valued at $600.4K); initiated new positions in ZETA (+20.0K shares, valued at $317.9K), DFSU (+3.7K shares, valued at $150.2K), HTGC (+10.0K shares, valued at $147.7K).

1M P&L

+7.0M+2.85%

3M P&L

-19.0M-7.01%

HY P&L

-4.6M-1.79%

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/A165.6M

69.8%

2Consumer Electronics5.4M

2.3%

3Oil & Gas Integrated3.7M

1.6%

Top Industries by Stock Count

1N/A161 stocks

15.5%

2Software - Application43 stocks

4.1%

3Software - Infrastructure34 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST724.9K shares2.99%2026-03-312026-04-29

DUSB DIMENSIONAL ETF TRUST483.5K shares37.97%2026-03-312026-04-29

DFUS DIMENSIONAL ETF TRUST267.3K shares13.63%2026-03-312026-04-29

GTO INVESCO ACTIVELY MANAGED EXC392.1K shares45.10%2026-03-312026-04-29

DFIC DIMENSIONAL ETF TRUST353.1K shares13.14%2026-03-312026-04-29

DFAI DIMENSIONAL ETF TRUST306.1K shares7.51%2026-03-312026-04-29

DFAU DIMENSIONAL ETF TRUST188.4K shares-1.65%2026-03-312026-04-29

AAPL APPLE INC21.3K shares-4.89%2026-03-312026-04-29

Sponsored

DFAE DIMENSIONAL ETF TRUST144.9K shares31.86%2026-03-312026-04-29

DFEM DIMENSIONAL ETF TRUST124.2K shares15.30%2026-03-312026-04-29

VUG VANGUARD INDEX FDS9.2K shares10.31%2026-03-312026-04-29

LH LABCORP HOLDINGS INC10.9K shares0.54%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC17.5K shares-0.36%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.6K shares-0.33%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T4.2K shares-4.85%2026-03-312026-04-29

SHEL SHELL PLC29.6K shares53.66%2026-03-312026-04-29

Sponsored

AMZN AMAZON COM INC12.9K shares25.08%2026-03-312026-04-29

PSLV SPROTT ASSET MANAGEMENT LP103.7K shares-19.19%2026-03-312026-04-29

CSCO CISCO SYS INC31.6K shares-8.98%2026-03-312026-04-29

STT STATE STR CORP18.9K shares-15.80%2026-03-312026-04-29

ALPHABET INC ALPHABET INC7.8K shares-25.48%2026-03-312026-04-29

MGM MGM RESORTS INTERNATIONAL58.5K shares0.36%2026-03-312026-04-29

NVDA NVIDIA CORPORATION12.2K shares2.13%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F27.2K shares-0.45%2026-03-312026-04-29

Sponsored

BAC BANK AMERICA CORP41.0K shares-6.78%2026-03-312026-04-29

WMT WALMART INC15.2K shares-0.49%2026-03-312026-04-29

MKL MARKEL GROUP INC922 shares-1.60%2026-03-312026-04-29

GDX VANECK ETF TRUST18.9K shares-20.70%2026-03-312026-04-29

PAAS PAN AMERN SILVER CORP30.8K shares0.02%2026-03-312026-04-29

NOC NORTHROP GRUMMAN CORP2.4K shares0.04%2026-03-312026-04-29

META META PLATFORMS INC2.8K shares-9.68%2026-03-312026-04-29

GLD SPDR GOLD TR3.7K shares-12.97%2026-03-312026-04-29

Sponsored

UBER UBER TECHNOLOGIES INC21.4K shares67.91%2026-03-312026-04-29

ARCO ARCOS DORADOS HLDGS INC185.8K shares-1.05%2026-03-312026-04-29

EQX EQUINOX GOLD CORP100.0K shares0.25%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 402.3K shares0.18%2026-03-312026-04-29

NFLX NETFLIX INC.14.0K shares0.79%2026-03-312026-04-29

IDV ISHARES TR27.8K shares-0.50%2026-03-312026-04-29

ORCL ORACLE CORP7.7K shares0.30%2026-03-312026-04-29

YUMC YUM CHINA HLDGS INC21.7K shares0.04%2026-03-312026-04-29

Sponsored

MSFT MICROSOFT CORP2.8K shares3.05%2026-03-312026-04-29

RIO RIO TINTO PLC10.9K shares-19.39%2026-03-312026-04-29

ESGU ISHARES TR7.0K shares-1.63%2026-03-312026-04-29

DGS WISDOMTREE TR15.3K shares0.19%2026-03-312026-04-29

CRM SALESFORCE INC4.9K shares127.96%2026-03-312026-04-29

IJR ISHARES TR7.3K shares0.81%2026-03-312026-04-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.3K shares-1.39%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO3.0K shares-10.12%2026-03-312026-04-29

Sponsored

COST COSTCO WHOLESALE CORPORATION895 shares0.90%2026-03-312026-04-29

TOST TOAST INC32.6K shares99.58%2026-03-312026-04-29

XOM EXXON MOBIL CORP5.0K shares-0.77%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F14.6K shares-0.14%2026-03-312026-04-29

AHH AH RLTY TR INC145.2K shares-0.51%2026-03-312026-04-29

ASTS AST SPACEMOBILE INC9.6K shares-26.93%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR25.1K shares0.00%2026-03-312026-04-29

VTI VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-04-29

Sponsored

WTM WHITE MTNS INS GROUP LTD342 shares0.00%2026-03-312026-04-29

DFAT DIMENSIONAL ETF TRUST12.0K shares8.62%2026-03-312026-04-29

VGT VANGUARD WORLD FD1.0K shares0.00%2026-03-312026-04-29

PEP PEPSICO INC4.6K shares0.26%2026-03-312026-04-29

BDX BECTON DICKINSON & CO4.4K shares55050.00%2026-03-312026-04-29

GBTG GLOBAL BUSINESS TRAVEL GROUP122.6K shares-0.26%2026-03-312026-04-29

OMC OMNICOM GROUP INC9.0K shares0.14%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC5.6K shares-3.80%2026-03-312026-04-29

Sponsored

ABBV ABBVIE INC2.9K shares0.67%2026-03-312026-04-29

TSLA TESLA INC1.5K shares7.64%2026-03-312026-04-29

CNM CORE & MAIN INC10.9K shares-0.19%2026-03-312026-04-29

TJX TJX COS INC NEW3.3K shares0.46%2026-03-312026-04-29

FTCS FIRST TR EXCHANGE-TRADED FD5.5K shares-0.22%2026-03-312026-04-29

GSC GOLDMAN SACHS ETF TR9.3K shares-0.33%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.00%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS811 shares-9.59%2026-03-312026-04-29

Sponsored

LLY ELI LILLY & CO509 shares1.80%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F8.7K shares20.47%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.4K shares4.06%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL848 shares-20.90%2026-03-312026-04-29

IVV ISHARES TR622 shares0.00%2026-03-312026-04-29

THE CIGNA GROUP THE CIGNA GROUP1.5K shares0.75%2026-03-312026-04-29

SCHC SCHWAB STRATEGIC TR8.2K shares45.64%2026-03-312026-04-29

MO ALTRIA GROUP INC5.0K shares-6.84%2026-03-312026-04-29

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF6.2K shares0.00%2026-03-312026-04-29

ZETA ZETA GLOBAL HOLDINGS CORP20.0K sharesnew addition2026-03-312026-04-29

MA MASTERCARD INCORPORATED626 shares1.13%2026-03-312026-04-29

AMGN AMGEN INC885 shares1.03%2026-03-312026-04-29

RMCF ROCKY MTN CHOCOLATE FACTORY134.9K shares90.60%2026-03-312026-04-29

IP INTERNATIONAL PAPER CO8.3K shares0.19%2026-03-312026-04-29

SCHO SCHWAB STRATEGIC TR11.7K shares0.00%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON1.1K shares-7.33%2026-03-312026-04-29

Sponsored

DUHP DIMENSIONAL ETF TRUST7.0K shares19.47%2026-03-312026-04-29

USB US BANCORP4.8K shares0.46%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR415 shares-1.66%2026-03-312026-04-29

GBDC GOLUB CAP BDC INC18.6K shares2.63%2026-03-312026-04-29

IEFA ISHARES TR2.6K shares2.52%2026-03-312026-04-29

BSV VANGUARD BD INDEX FDS3.0K shares-15.38%2026-03-312026-04-29

TOWN TOWNEBANK PORTSMOUTH VA6.8K shares0.00%2026-03-312026-04-29

TFC TRUIST FINL CORP4.5K shares0.38%2026-03-312026-04-29

Sponsored

PAYX PAYCHEX INC2.1K shares0.52%2026-03-312026-04-29

DFAX DIMENSIONAL ETF TRUST5.8K shares0.00%2026-03-312026-04-29

PSX PHILLIPS 661.1K shares0.56%2026-03-312026-04-29

WFC WELLS FARGO & CO2.4K shares-1.02%2026-03-312026-04-29

VONE VANGUARD SCOTTSDALE FDS654 shares0.00%2026-03-312026-04-29

EGP EASTGROUP PPTYS INC1.0K shares0.00%2026-03-312026-04-29

MTUM ISHARES TR733 shares-19.54%2026-03-312026-04-29

NVR NVR INC26 shares0.00%2026-03-312026-04-29

Sponsored

ESML ISHARES TR3.6K shares-0.28%2026-03-312026-04-29

INTC INTEL CORP3.8K shares1.17%2026-03-312026-04-29

ET ENERGY TRANSFER L P8.7K shares0.03%2026-03-312026-04-29

CCJ CAMECO CORP1.5K shares50.00%2026-03-312026-04-29

HII HUNTINGTON INGALLS INDS INC425 shares0.00%2026-03-312026-04-29

DFUV DIMENSIONAL ETF TRUST3.2K shares-22.07%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC574 shares1.95%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC459 shares0.00%2026-03-312026-04-29

Sponsored

BXSL BLACKSTONE SECD LENDING FD6.4K shares2.92%2026-03-312026-04-29

ARCC ARES CAPITAL CORP8.3K shares2.67%2026-03-312026-04-29

DFSU DIMENSIONAL ETF TRUST3.7K sharesnew addition2026-03-312026-04-29

XLG INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-03-312026-04-29

RTX RTX CORPORATION771 shares1.31%2026-03-312026-04-29

PG PROCTER & GAMBLE CO1.0K shares3.23%2026-03-312026-04-29

HTGC HERCULES CAPITAL INC10.0K sharesnew addition2026-03-312026-04-29

SUSB ISHARES TR5.9K shares0.00%2026-03-312026-04-29

Sponsored

QQQE DIREXION SHARES ETF TRUST1.5K shares0.13%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO2.4K shares1.22%2026-03-312026-04-29

EMNT PIMCO ETF TR1.5K shares0.00%2026-03-312026-04-29

OBDC BLUE OWL CAPITAL CORPORATION13.0K shares2.91%2026-03-312026-04-29

SMITHFIELD FOODS INC SMITHFIELD FOODS INC5.0K shares-27.54%2026-03-312026-04-29

ESGE ISHARES INC3.0K shares-3.46%2026-03-312026-04-29

D DOMINION ENERGY INC2.2K shares-6.68%2026-03-312026-04-29

COP CONOCOPHILLIPS1.0K shares2.08%2026-03-312026-04-29

Sponsored

DHR DANAHER CORP DEL713 shares-0.70%2026-03-312026-04-29

GILD GILEAD SCIENCES INC965 shares0.73%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS2.1K shares-19.27%2026-03-312026-04-29

HD HOME DEPOT INC404 shares220.63%2026-03-312026-04-29

ALPHABET INC ALPHABET INC457 shares-14.90%2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC494 shares1.23%2026-03-312026-04-29

DGRO ISHARES TR1.8K shares0.22%2026-03-312026-04-29

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING11.0K shares3.54%2026-03-312026-04-29

Sponsored

SLB SLB LIMITED2.4K shares1.11%2026-03-312026-04-29

MDLZ MONDELEZ INTL INC2.1K shares1.52%2026-03-312026-04-29

HON HONEYWELL INTL INC529 shares-35.72%2026-03-312026-04-29

FSK FS KKR CAP CORP11.4K shares0.00%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC767 shares0.13%2026-03-312026-04-29

SRE SEMPRA1.1K shares0.18%2026-03-312026-04-29

USMV ISHARES TR1.1K shares0.00%2026-03-312026-04-29

EPD ENTERPRISE PRODS PARTNERS L2.7K shares0.00%2026-03-312026-04-29

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F1.8K shares0.00%2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC1.0K shares24.73%2026-03-312026-04-29

DAL DELTA AIR LINES INC1.5K shares0.47%2026-03-312026-04-29

CAT CATERPILLAR INC140 shares3.70%2026-03-312026-04-29

FLEX FLEXTRONICS INTL LTD1.5K shares0.20%2026-03-312026-04-29

TIP ISHARES TR888 sharesnew addition2026-03-312026-04-29

KMB KIMBERLY-CLARK CORP1.0K shares-0.20%2026-03-312026-04-29

IGIB ISHARES TR1.8K sharesnew addition2026-03-312026-04-29

Sponsored

SO SOUTHERN CO997 shares2.15%2026-03-312026-04-29

DFSI DIMENSIONAL ETF TRUST2.3K sharesnew addition2026-03-312026-04-29

MU MICRON TECHNOLOGY INC282 shares14.63%2026-03-312026-04-29

V VISA INC315 shares8.62%2026-03-312026-04-29

IEMG ISHARES INC1.3K shares0.00%2026-03-312026-04-29

MTZ MASTEC INC289 shares0.35%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS1.9K shares0.00%2026-03-312026-04-29

QUAL ISHARES TR450 shares0.00%2026-03-312026-04-29

Sponsored

KO COCA COLA CO1.1K shares-5.84%2026-03-312026-04-29

DFSV DIMENSIONAL ETF TRUST2.4K sharesnew addition2026-03-312026-04-29

VBR VANGUARD INDEX FDS375 shares0.00%2026-03-312026-04-29

PFE PFIZER INC2.9K shares2.24%2026-03-312026-04-29

VGSR MANAGER DIRECTED PORTFOLIOS7.8K sharesnew addition2026-03-312026-04-29

CVX CHEVRON CORPORATION387 shares6.32%2026-03-312026-04-29

DFSE DIMENSIONAL ETF TRUST1.9K sharesnew addition2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC1.6K shares1.44%2026-03-312026-04-29

Sponsored

AOA ISHARES TR880 shares0.00%2026-03-312026-04-29

DFIV DIMENSIONAL ETF TRUST1.5K shares-23.27%2026-03-312026-04-29

TD TORONTO DOMINION BK ONT801 shares0.00%2026-03-312026-04-29

AFL AFLAC INC667 shares0.45%2026-03-312026-04-29

VB VANGUARD INDEX FDS277 shares-18.05%2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR2.8K shares0.29%2026-03-312026-04-29

IMTM ISHARES TR1.5K shares-21.75%2026-03-312026-04-29

VLO VALERO ENERGY CORP282 shares0.00%2026-03-312026-04-29

Sponsored

PFM INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2026-03-312026-04-29

HAS HASBRO INC741 shares2.92%2026-03-312026-04-29

ABT ABBOTT LABORATORIES661 shares6.10%2026-03-312026-04-29

SBUX STARBUCKS CORP749 shares2.32%2026-03-312026-04-29

DIHP DIMENSIONAL ETF TRUST2.1K shares-23.50%2026-03-312026-04-29

MS MORGAN STANLEY405 shares313.27%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP109 shares2.83%2026-03-312026-04-29

IWR ISHARES TR675 shares0.00%2026-03-312026-04-29

Sponsored

DISV DIMENSIONAL ETF TRUST1.7K sharesnew addition2026-03-312026-04-29

SUSC ISHARES TR2.8K sharesnew addition2026-03-312026-04-29

SPSB SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-29

MMM 3M CO411 shares0.74%2026-03-312026-04-29

DIS DISNEY WALT CO601 shares-0.17%2026-03-312026-04-29

IBMO ISHARES TR2.2K shares0.00%2026-03-312026-04-29

IBMP ISHARES TR2.2K shares0.00%2026-03-312026-04-29

IBMQ ISHARES TR2.2K shares0.00%2026-03-312026-04-29

Sponsored

IBMR ISHARES TR2.2K shares0.00%2026-03-312026-04-29

NSC NORFOLK SOUTHN CORP196 shares-8.84%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC66 shares1.54%2026-03-312026-04-29

EOS EATON VANCE ENHANCED EQUITY2.7K shares0.00%2026-03-312026-04-29

VOE VANGUARD INDEX FDS300 shares0.00%2026-03-312026-04-29

IWM ISHARES TR222 shares8.29%2026-03-312026-04-29

VTV VANGUARD INDEX FDS271 shares0.00%2026-03-312026-04-29

LOW LOWES COS INC222 shares4.72%2026-03-312026-04-29

Sponsored

CRWD CROWDSTRIKE HLDGS INC128 shares0.00%2026-03-312026-04-29

IWF ISHARES TR116 shares0.00%2026-03-312026-04-29

T AT&T INC1.7K shares8.59%2026-03-312026-04-29

FITB FIFTH THIRD BANCORP1.0K shares1.36%2026-03-312026-04-29

ZION ZIONS BANCORPORATION NATL AS838 shares0.00%2026-03-312026-04-29

QCOM QUALCOMM INC368 shares1.94%2026-03-312026-04-29

PDLB PONCE FINANCIAL GROUP INC2.8K shares0.00%2026-03-312026-04-29

EWBC EAST WEST BANCORP INC432 shares-1.37%2026-03-312026-04-29

Sponsored

ISRG INTUITIVE SURGICAL INC100 shares-0.99%2026-03-312026-04-29

LHX L3HARRIS TECHNOLOGIES INC133 shares2.31%2026-03-312026-04-29

CAH CARDINAL HEALTH INC217 shares0.46%2026-03-312026-04-29

FIG FIGMA INC2.2K shares0.09%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC224 shares7.18%2026-03-312026-04-29

AGG ISHARES TR454 shares-44.02%2026-03-312026-04-29

BA BOEING CO224 shares1.82%2026-03-312026-04-29

ZTS ZOETIS INC375 shares1.08%2026-03-312026-04-29

Sponsored

MCD MCDONALDS CORP142 shares7.58%2026-03-312026-04-29

TRV TRAVELERS COMPANIES INC151 shares0.67%2026-03-312026-04-29

BRSL BRIGHTSTAR LOTTERY PLC3.4K shares26.25%2026-03-312026-04-29

AMCOR PLC AMCOR PLC1.1K sharesnew addition2026-03-312026-04-29

VODAFONE GROUP PLC VODAFONE GROUP PLC2.9K shares20.96%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS177 shares5.36%2026-03-312026-04-29

RIVN RIVIAN AUTOMOTIVE INC2.8K shares-0.07%2026-03-312026-04-29

TGT TARGET CORP342 shares1.48%2026-03-312026-04-29

Sponsored

SLV ISHARES SILVER TR589 shares-18.98%2026-03-312026-04-29

CARR CARRIER GLOBAL CORPORATION709 shares3.35%2026-03-312026-04-29

KKR & CO INC KKR & CO INC431 shares-27.56%2026-03-312026-04-29

KEY KEYCORP2.0K shares4.02%2026-03-312026-04-29

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP113 shares4.63%2026-03-312026-04-29

IJH ISHARES TR562 shares0.00%2026-03-312026-04-29

SCHW SCHWAB CHARLES CORP395 shares0.00%2026-03-312026-04-29

EWJ ISHARES INC438 shares0.00%2026-03-312026-04-29

Sponsored

PLD PROLOGIS INC.275 shares7.84%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO120 shares0.84%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR1.4K shares-11.91%2026-03-312026-04-29

RCI ROGERS COMMUNICATIONS INC924 shares0.00%2026-03-312026-04-29

AVY AVERY DENNISON CORP201 shares-0.50%2026-03-312026-04-29

ETHE GRAYSCALE ETHEREUM STAKING E2.0K shares0.00%2026-03-312026-04-29

SBS COMPANHIA DE SANEAMENTO BASI1.1K shares37.02%2026-03-312026-04-29

ESGV VANGUARD WORLD FD302 shares0.67%2026-03-312026-04-29

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XOVR ENTREPRENEURSHARES SERIES TR2.0K shares0.00%2026-03-312026-04-29

DLR DIGITAL RLTY TR INC186 shares1.64%2026-03-312026-04-29

ZS ZSCALER INC238 shares-0.83%2026-03-312026-04-29

VYMI VANGUARD WHITEHALL FDS350 shares0.00%2026-03-312026-04-29

MCK MCKESSON CORP38 shares2.70%2026-03-312026-04-29

EQIX EQUINIX INC33 shares0.00%2026-03-312026-04-29

IWS ISHARES TR220 shares0.00%2026-03-312026-04-29

MAR MARRIOTT INTL INC NEW98 shares2.08%2026-03-312026-04-29

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VYM VANGUARD WHITEHALL FDS216 shares0.00%2026-03-312026-04-29

NXT NEXTPOWER INC262 shares0.00%2026-03-312026-04-29

COWZ PACER FDS TR500 shares0.00%2026-03-312026-04-29

FORA FORIAN INC15.0K shares0.00%2026-03-312026-04-29

SLVM SYLVAMO CORP716 shares-4.41%2026-03-312026-04-29

NOW SERVICENOW INC289 shares4.33%2026-03-312026-04-29

DOV DOVER CORP141 shares0.00%2026-03-312026-04-29

SPOT SPOTIFY TECHNOLOGY S A60 shares15.38%2026-03-312026-04-29

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PL PLANET LABS PBC1.0K sharesnew addition2026-03-312026-04-29

MPB MID PENN BANCORP INC852 shares0.00%2026-03-312026-04-29

BTGD TIDAL TRUST II1.0K shares0.00%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO320 shares6.67%2026-03-312026-04-29

AXTI AXT INC470 sharesnew addition2026-03-312026-04-29

MUB ISHARES TR250 shares0.00%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE93 shares6.90%2026-03-312026-04-29

OTIS OTIS WORLDWIDE CORP342 shares0.00%2026-03-312026-04-29

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SDY SPDR SERIES TRUST180 shares0.00%2026-03-312026-04-29

DFAS DIMENSIONAL ETF TRUST350 shares0.00%2026-03-312026-04-29

XLU SELECT SECTOR SPDR TR540 shares0.00%2026-03-312026-04-29

RPRX ROYALTY PHARMA PLC516 shares0.00%2026-03-312026-04-29

JCI JOHNSON CONTROLS INTERNATION189 shares-0.53%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW187 shares2.19%2026-03-312026-04-29

BBWI BATH & BODY WORKS INC1.3K shares0.31%2026-03-312026-04-29

SOXX ISHARES TR72 shares0.00%2026-03-312026-04-29

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ASTRAZENECA PLC ASTRAZENECA PLC118 sharesnew addition2026-03-312026-04-29

AVSC AMERICAN CENTY ETF TR373 shares-47.39%2026-03-312026-04-29

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC323 shares0.00%2026-03-312026-04-29

CPT CAMDEN PPTY TR235 shares3.07%2026-03-312026-04-29

EXG EATON VANCE TAX-MANAGED GLOB2.6K shares0.00%2026-03-312026-04-29

QXO QXO INC1.2K shares-0.09%2026-03-312026-04-29

VSGX VANGUARD WORLD FD312 shares0.97%2026-03-312026-04-29

F FORD MTR CO1.9K shares-2.59%2026-03-312026-04-29

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ASML ASML HLDG NV16 shares220.00%2026-03-312026-04-29

EW EDWARDS LIFESCIENCES CORP262 shares1.16%2026-03-312026-04-29

QBTS D-WAVE QUANTUM INC1.4K shares5.55%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF542 shares-15.58%2026-03-312026-04-29

SOFI SOFI TECHNOLOGIES INC1.3K shares-0.23%2026-03-312026-04-29

BNDX VANGUARD CHARLOTTE FDS427 shares-43.59%2026-03-312026-04-29

LUNR INTUITIVE MACHINES INC1.1K shares0.00%2026-03-312026-04-29

VSCO VICTORIAS SECRET AND CO435 shares0.00%2026-03-312026-04-29

Sponsored

GEV GE VERNOVA INC23 shares9.52%2026-03-312026-04-29

QLD PROSHARES TR328 shares0.00%2026-03-312026-04-29

CTVA CORTEVA INC231 shares0.43%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC39 shares11.43%2026-03-312026-04-29

ILF ISHARES TR537 shares0.00%2026-03-312026-04-29

EVOLUTION METALS & TECH CORP EVOLUTION METALS & TECH CORP2.5K sharesnew addition2026-03-312026-04-29

IWN ISHARES TR100 shares0.00%2026-03-312026-04-29

DELL DELL TECHNOLOGIES INC114 shares-25.97%2026-03-312026-04-29

Sponsored

NUE NUCOR CORP110 shares0.92%2026-03-312026-04-29

IWP ISHARES TR143 shares0.00%2026-03-312026-04-29

AVEM AMERICAN CENTY ETF TR225 shares-43.32%2026-03-312026-04-29

COF CAPITAL ONE FINL CORP99 shares5.32%2026-03-312026-04-29

WM WASTE MGMT INC DEL78 shares9.86%2026-03-312026-04-29

UAMY UNITED STATES ANTIMONY CORP2.0K sharesnew addition2026-03-312026-04-29

SCHE SCHWAB STRATEGIC TR515 shares0.00%2026-03-312026-04-29

DXCM DEXCOM INC267 shares1.52%2026-03-312026-04-29

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SPYD SPDR SERIES TRUST366 shares0.00%2026-03-312026-04-29

JAMES RIV GROUP HOLDINGS INC JAMES RIV GROUP HOLDINGS INC2.6K shares0.00%2026-03-312026-04-29

TXN TEXAS INSTRS INC84 shares20.00%2026-03-312026-04-29

UNILEVER PLC UNILEVER PLC286 shares0.00%2026-03-312026-04-29

EXPD EXPEDITORS INTL WASH INC112 shares0.90%2026-03-312026-04-29

FANG DIAMONDBACK ENERGY INC80 shares2.56%2026-03-312026-04-29

EBAY EBAY INC.173 shares2.98%2026-03-312026-04-29

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC202 shares0.00%2026-03-312026-04-29

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USAR USA RARE EARTH INC1.0K sharesnew addition2026-03-312026-04-29

SUSA ISHARES TR112 shares-8.20%2026-03-312026-04-29

NVS NOVARTIS AG96 shares269.23%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC40 shares8.11%2026-03-312026-04-29

HSBC HSBC HLDGS PLC170 shares277.78%2026-03-312026-04-29

KR KROGER CO193 shares3.76%2026-03-312026-04-29

RLMD RELMADA THERAPEUTICS INC2.0K shares0.00%2026-03-312026-04-29

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE686 shares0.00%2026-03-312026-04-29

Sponsored

KHC KRAFT HEINZ CO603 shares-0.33%2026-03-312026-04-29

UEC URANIUM ENERGY CORP1.0K sharesnew addition2026-03-312026-04-29

NEE NEXTERA ENERGY INC144 shares26.32%2026-03-312026-04-29

ULTA ULTA BEAUTY INC25 shares0.00%2026-03-312026-04-29

GAB GABELLI EQUITY TR INC2.3K shares-9.11%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR552 shares0.00%2026-03-312026-04-29

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET426 shares0.00%2026-03-312026-04-29

SEE SEALED AIR CORP NEW300 shares0.00%2026-03-312026-04-29

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XYL XYLEM INC104 shares0.00%2026-03-312026-04-29

SPHR SPHERE ENTERTAINMENT CO102 shares0.00%2026-03-312026-04-29

DRAFTKINGS INC NEW DRAFTKINGS INC NEW548 shares0.92%2026-03-312026-04-29

FDX FEDEX CORP33 shares6.45%2026-03-312026-04-29

NTR NUTRIEN LTD147 shares0.00%2026-03-312026-04-29

LAM RESEARCH CORP LAM RESEARCH CORP51 shares10.87%2026-03-312026-04-29

ABNB AIRBNB INC85 shares0.00%2026-03-312026-04-29

EEM ISHARES TR186 shares47.62%2026-03-312026-04-29

Sponsored

BHP BHP BILLITON LIMITED141 shares291.67%2026-03-312026-04-29

BROS DUTCH BROS INC200 shares0.00%2026-03-312026-04-29

EXK ENDEAVOUR SILVER CORP1.1K shares0.00%2026-03-312026-04-29

NSTS NSTS BANCORP INC850 shares0.00%2026-03-312026-04-29

OWL BLUE OWL CAPITAL INC1.0K shares-2.12%2026-03-312026-04-29

ROBT FIRST TR EXCHANGE TRADED FD200 shares0.00%2026-03-312026-04-29

AMAT APPLIED MATLS INC27 shares8.00%2026-03-312026-04-29

SSO PROSHARES TR177 shares10.63%2026-03-312026-04-29

Sponsored

IBRX IMMUNITYBIO INC1.2K sharesnew addition2026-03-312026-04-29

KNSL KINSALE CAP GROUP INC26 shares0.00%2026-03-312026-04-29

FCX FREEPORT MCMORAN INC151 shares7.09%2026-03-312026-04-29

ETH GRAYSCALE ETHEREUM STAKING446 shares-6.89%2026-03-312026-04-29

NVTS NAVITAS SEMICONDUCTOR CORP1.0K shares0.00%2026-03-312026-04-29

NYT NEW YORK TIMES CO MTN BE104 shares1.96%2026-03-312026-04-29

TMFC RBB FD INC132 shares0.00%2026-03-312026-04-29

TOTALENERGIES SE TOTALENERGIES SE95 shares216.67%2026-03-312026-04-29

Sponsored

RNGR RANGER ENERGY SVCS INC500 shares0.00%2026-03-312026-04-29

LINDE PLC LINDE PLC17 shares41.67%2026-03-312026-04-29

PYPL PAYPAL HLDGS INC186 shares12.73%2026-03-312026-04-29

HSY HERSHEY CO40 shares0.00%2026-03-312026-04-29

TECH BIO-TECHNE CORP156 shares6.12%2026-03-312026-04-29

FDSB FIFTH DIST BANCORP INC550 shares0.00%2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC71 shares29.09%2026-03-312026-04-29

ROCKET LAB CORP ROCKET LAB CORP125 shares0.00%2026-03-312026-04-29

Sponsored

UBS UBS GROUP AG203 shares283.02%2026-03-312026-04-29

ITOT ISHARES TR54 shares0.00%2026-03-312026-04-29

DLN WISDOMTREE TR86 shares0.00%2026-03-312026-04-29

TWENTY ONE CAP INC TWENTY ONE CAP INC1.2K shares20.00%2026-03-312026-04-29

CENCORA INC CENCORA INC24 shares9.09%2026-03-312026-04-29

KLAC KLA CORP5 shares25.00%2026-03-312026-04-29

RCL ROYAL CARIBBEAN GROUP26 shares23.81%2026-03-312026-04-29

SHLD GLOBAL X FDS100 shares0.00%2026-03-312026-04-29

Sponsored

URA GLOBAL X FDS135 shares0.00%2026-03-312026-04-29

IONQ IONQ INC226 shares15.31%2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR106 shares0.00%2026-03-312026-04-29

KW KENNEDY-WILSON HOLDINGS INC600 shares0.00%2026-03-312026-04-29

ANDERSEN GROUP INC ANDERSEN GROUP INC237 shares0.00%2026-03-312026-04-29

EMR EMERSON ELEC CO49 shares36.11%2026-03-312026-04-29

AOM ISHARES TR135 shares0.00%2026-03-312026-04-29

EMCR DBX ETF TR171 shares0.00%2026-03-312026-04-29

Sponsored

EXC EXELON CORP126 shares-2.33%2026-03-312026-04-29

SNY SANOFI SA127 shares-99.00%2026-03-312026-04-29

ADI ANALOG DEVICES INC19 shares90.00%2026-03-312026-04-29

EVX VANECK ETF TRUST155 shares0.00%2026-03-312026-04-29

ING ING GROEP N.V.230 shares489.74%2026-03-312026-04-29

LNC LINCOLN NATL CORP IND167 shares0.00%2026-03-312026-04-29

MFG MIZUHO FINANCIAL GROUP INC736 shares313.48%2026-03-312026-04-29

SONY SONY GROUP CORP279 shares232.14%2026-03-312026-04-29

Sponsored

PGR PROGRESSIVE CORP29 shares123.08%2026-03-312026-04-29

DNP DNP SELECT INCOME FD INC555 shares0.00%2026-03-312026-04-29

VXUS VANGUARD STAR FDS74 shares0.00%2026-03-312026-04-29

WDC WESTERN DIGITAL CORP21 shares10.53%2026-03-312026-04-29

JOBY JOBY AVIATION INC685 shares17.70%2026-03-312026-04-29

BCS BARCLAYS PLC267 shares423.53%2026-03-312026-04-29

DE DEERE & CO10 shares100.00%2026-03-312026-04-29

DATAVAULT AI INC DATAVAULT AI INC8.7K shares770.90%2026-03-312026-04-29

Sponsored

PANW PALO ALTO NETWORKS INC33 shares-19.51%2026-03-312026-04-29

MET METLIFE INC74 shares-1.33%2026-03-312026-04-29

GSK PLC GSK PLC94 shares261.54%2026-03-312026-04-29

WELL WELLTOWER INC26 shares44.44%2026-03-312026-04-29

SOLV SOLVENTUM CORP77 shares-6.10%2026-03-312026-04-29

REAX THE REAL BROKERAGE INC2.0K shares0.00%2026-03-312026-04-29

NEM NEWMONT CORP46 shares35.29%2026-03-312026-04-29

UNP UNION PAC CORP20 shares53.85%2026-03-312026-04-29

Sponsored

BLACKROCK INC BLACKROCK INC5 shares25.00%2026-03-312026-04-29

APH AMPHENOL CORP38 shares8.57%2026-03-312026-04-29

BP BP PLC102 shares251.72%2026-03-312026-04-29

IDEF BLACKROCK ETF TRUST142 shares0.00%2026-03-312026-04-29

SCI SERVICE CORP INTL55 shares-3.51%2026-03-312026-04-29

HLT HILTON WORLDWIDE HLDGS INC15 shares7.14%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC52 shares26.83%2026-03-312026-04-29

PH PARKER-HANNIFIN CORP5 shares150.00%2026-03-312026-04-29

Sponsored

VRTX VERTEX PHARMACEUTICALS INC10 shares42.86%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC36 shares20.00%2026-03-312026-04-29

BK BANK NEW YORK MELLON CORP37 shares105.56%2026-03-312026-04-29

APP APPLOVIN CORP11 shares83.33%2026-03-312026-04-29

IX ORIX CORP145 shares625.00%2026-03-312026-04-29

ACHR ARCHER AVIATION INC839 shares25.60%2026-03-312026-04-29

INTU INTUIT10 shares66.67%2026-03-312026-04-29

SPGI S&P GLOBAL INC10 shares25.00%2026-03-312026-04-29

Sponsored

GLW CORNING INC31 shares138.46%2026-03-312026-04-29

RGTI RIGETTI COMPUTING INC299 shares31.14%2026-03-312026-04-29

HWM HOWMET AEROSPACE INC18 shares12.50%2026-03-312026-04-29

MSTR STRATEGY INC33 shares10.00%2026-03-312026-04-29

GLDM WORLD GOLD TR44 shares0.00%2026-03-312026-04-29

VRT VERTIV HOLDINGS CO16 shares23.08%2026-03-312026-04-29

CMCSA COMCAST CORP NEW139 shares-93.56%2026-03-312026-04-29

CMG CHIPOTLE MEXICAN GRILL INC124 shares-12.06%2026-03-312026-04-29

Sponsored

EBC EASTERN BANKSHARES INC200 shares0.00%2026-03-312026-04-29

NATIONAL GRID PLC NATIONAL GRID PLC46 shares187.50%2026-03-312026-04-29

REGN REGENERON PHARMACEUTICALS5 shares66.67%2026-03-312026-04-29

ODD ODDITY TECH LTD288 shares0.00%2026-03-312026-04-29

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BUD ANHEUSER BUSCH INBEV SA NV55 shares323.08%2026-03-312026-04-29

BLACKSTONE INC BLACKSTONE INC33 shares32.00%2026-03-312026-04-29

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TMUS T-MOBILE US INC18 shares200.00%2026-03-312026-04-29

L LOEWS CORP35 shares0.00%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR28 shares0.00%2026-03-312026-04-29

ADP AUTOMATIC DATA PROCESSING IN18 shares63.64%2026-03-312026-04-29

ANF ABERCROMBIE & FITCH CO40 shares0.00%2026-03-312026-04-29

QUBT QUANTUM COMPUTING INC527 shares39.42%2026-03-312026-04-29

BAC-PL BANK AMERICA CORP3 shares0.00%2026-03-312026-04-29

PNC PNC FINL SVCS GROUP INC17 shares183.33%2026-03-312026-04-29

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DOW DOW HLDGS INC84 shares13.51%2026-03-312026-04-29

LUMN LUMEN TECHNOLOGIES INC500 shares0.00%2026-03-312026-04-29

WFC-PL WELLS FARGO & CO3 shares0.00%2026-03-312026-04-29

BSX BOSTON SCIENTIFIC CORP55 shares111.54%2026-03-312026-04-29

MUFG MITSUBISHI UFJ FINANCIAL GRO201 shares28.85%2026-03-312026-04-29

SRBK SR BANCORP INC200 shares0.00%2026-03-312026-04-29

TT TRANE TECHNOLOGIES PLC8 shares33.33%2026-03-312026-04-29

CX CEMEX SA EURO MTN BE 144A289 shares0.00%2026-03-312026-04-29

Sponsored

AMT AMERICAN TOWER CORP19 shares46.15%2026-03-312026-04-29

CB CHUBB LTD SWITZ10 shares0.00%2026-03-312026-04-29

FER FERROVIAL SE50 shares733.33%2026-03-312026-04-29

ROST ROSS STORES INC15 shares7.14%2026-03-312026-04-29

CMI CUMMINS INC6 shares100.00%2026-03-312026-04-29

SNDK SANDISK CORP5 shares150.00%2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC32 shares28.00%2026-03-312026-04-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL8 shares100.00%2026-03-312026-04-29

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TM TOYOTA MOTOR CORP15 shares25.00%2026-03-312026-04-29

GME GAMESTOP CORP134 shares0.00%2026-03-312026-04-29

DIA STATE STR SPDR DOW JONES IND7 shares0.00%2026-03-312026-04-29

GM GENERAL MTRS CO41 shares28.13%2026-03-312026-04-29

MCO MOODYS CORP7 shares40.00%2026-03-312026-04-29

ACWI ISHARES TR22 shares-26.67%2026-03-312026-04-29

ALC ALCON AG40 shares471.43%2026-03-312026-04-29

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ICE INTERCONTINENTAL EXCHANGE IN19 shares58.33%2026-03-312026-04-29

ZG ZILLOW GROUP INC72 shares-1.37%2026-03-312026-04-29

LEG LEGGETT & PLATT INC300 shares0.00%2026-03-312026-04-29

SYK STRYKER CORPORATION9 shares80.00%2026-03-312026-04-29

CRH PLC CRH PLC28 shares64.71%2026-03-312026-04-29

ECL ECOLAB INC11 shares83.33%2026-03-312026-04-29

ARGX ARGENX SE4 shares300.00%2026-03-312026-04-29

Sponsored

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AON PLC AON PLC9 shares200.00%2026-03-312026-04-29

ORLY OREILLY AUTOMOTIVE INC31 shares19.23%2026-03-312026-04-29

HCA HCA HEALTHCARE INC6 shares0.00%2026-03-312026-04-29

VTRS VIATRIS INC209 shares38.41%2026-03-312026-04-29

CVS CVS HEALTH CORP39 shares21.88%2026-03-312026-04-29

CEG CONSTELLATION ENERGY CORP10 shares11.11%2026-03-312026-04-29

AME AMETEK INC13 shares85.71%2026-03-312026-04-29

Sponsored

SNPS SYNOPSYS INC7 shares75.00%2026-03-312026-04-29

NMR NOMURA HLDGS INC351 shares408.70%2026-03-312026-04-29

DHI D R HORTON INC20 shares185.71%2026-03-312026-04-29

ZM ZOOM COMMUNICATIONS INC34 shares21.43%2026-03-312026-04-29

RACE FERRARI N V8 shares300.00%2026-03-312026-04-29

MPC MARATHON PETE CORP11 shares57.14%2026-03-312026-04-29

ADBE ADOBE INC11 shares-8.33%2026-03-312026-04-29

TAK TAKEDA PHARMACEUTICAL CO LTD143 shares1488.89%2026-03-312026-04-29

Sponsored

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PHYS SPROTT ASSET MANAGEMENT LP74 sharesnew addition2026-03-312026-04-29

SPG SIMON PPTY GROUP INC NEW14 shares75.00%2026-03-312026-04-29

MSI MOTOROLA SOLUTIONS INC6 shares200.00%2026-03-312026-04-29

CFG CITIZENS FINL GROUP INC43 shares152.94%2026-03-312026-04-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND13 shares-23.53%2026-03-312026-04-29

MDA SPACE LTD MDA SPACE LTD100 sharesnew addition2026-03-312026-04-29

NET CLOUDFLARE INC12 shares33.33%2026-03-312026-04-29

Sponsored

WMB WILLIAMS COS INC34 shares21.43%2026-03-312026-04-29

INDI INDIE SEMICONDUCTOR INC765 shares0.00%2026-03-312026-04-29

COIN COINBASE GLOBAL INC14 shares27.27%2026-03-312026-04-29

HIG HARTFORD INSURANCE GROUP INC18 shares28.57%2026-03-312026-04-29

DFAC

DIMENSIONAL ETF TRUST

2.99%

Shares724.9K

Event2026-03-31

Filed2026-04-29

DUSB

DIMENSIONAL ETF TRUST

37.97%

Shares483.5K

Event2026-03-31

Filed2026-04-29

DFUS

DIMENSIONAL ETF TRUST

13.63%

Shares267.3K

Event2026-03-31

Filed2026-04-29

GTO

INVESCO ACTIVELY MANAGED EXC

45.10%

Shares392.1K

Event2026-03-31

Filed2026-04-29

DFIC

DIMENSIONAL ETF TRUST

13.14%

Shares353.1K

Event2026-03-31

Filed2026-04-29

DFAI

DIMENSIONAL ETF TRUST

7.51%

Shares306.1K

Event2026-03-31

Filed2026-04-29

DFAU

DIMENSIONAL ETF TRUST

-1.65%

Shares188.4K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-4.89%

Shares21.3K

Event2026-03-31

Filed2026-04-29

DFAE

DIMENSIONAL ETF TRUST

31.86%

Shares144.9K

Event2026-03-31

Filed2026-04-29

DFEM

DIMENSIONAL ETF TRUST

15.30%

Shares124.2K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

10.31%

Shares9.2K

Event2026-03-31

Filed2026-04-29

LABCORP HOLDINGS INC

0.54%

Shares10.9K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

-0.36%

Shares17.5K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

-0.33%

Shares14.6K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-4.85%

Shares4.2K

Event2026-03-31

Filed2026-04-29

SHEL

SHELL PLC

53.66%

Shares29.6K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

25.08%

Shares12.9K

Event2026-03-31

Filed2026-04-29

PSLV

SPROTT ASSET MANAGEMENT LP

-19.19%

Shares103.7K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

-8.98%

Shares31.6K

Event2026-03-31

Filed2026-04-29

STT

STATE STR CORP

-15.80%

Shares18.9K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-25.48%

Shares7.8K

Event2026-03-31

Filed2026-04-29

MGM

MGM RESORTS INTERNATIONAL

0.36%

Shares58.5K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

2.13%

Shares12.2K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

-0.45%

Shares27.2K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

-6.78%

Shares41.0K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

-0.49%

Shares15.2K

Event2026-03-31

Filed2026-04-29

MKL

MARKEL GROUP INC

-1.60%

Shares922

Event2026-03-31

Filed2026-04-29

GDX

VANECK ETF TRUST

-20.70%

Shares18.9K

Event2026-03-31

Filed2026-04-29

PAAS

PAN AMERN SILVER CORP

0.02%

Shares30.8K

Event2026-03-31

Filed2026-04-29

NOC

NORTHROP GRUMMAN CORP

0.04%

Shares2.4K

Event2026-03-31

Filed2026-04-29

META

META PLATFORMS INC

-9.68%

Shares2.8K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

-12.97%

Shares3.7K

Event2026-03-31

Filed2026-04-29

UBER

UBER TECHNOLOGIES INC

67.91%

Shares21.4K

Event2026-03-31

Filed2026-04-29

ARCO

ARCOS DORADOS HLDGS INC

-1.05%

Shares185.8K

Event2026-03-31

Filed2026-04-29

EQX

EQUINOX GOLD CORP

0.25%

Shares100.0K

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.18%

Shares2.3K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

0.79%

Shares14.0K

Event2026-03-31

Filed2026-04-29

IDV

ISHARES TR

-0.50%

Shares27.8K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

0.30%

Shares7.7K

Event2026-03-31

Filed2026-04-29

YUMC

YUM CHINA HLDGS INC

0.04%

Shares21.7K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

3.05%

Shares2.8K

Event2026-03-31

Filed2026-04-29

RIO

RIO TINTO PLC

-19.39%

Shares10.9K

Event2026-03-31

Filed2026-04-29

ESGU

ISHARES TR

-1.63%

Shares7.0K

Event2026-03-31

Filed2026-04-29

DGS

WISDOMTREE TR

0.19%

Shares15.3K

Event2026-03-31

Filed2026-04-29

CRM

SALESFORCE INC

127.96%

Shares4.9K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

0.81%

Shares7.3K

Event2026-03-31

Filed2026-04-29

INVESCO EXCH TRADED FD TR II

-1.39%

Shares12.3K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-10.12%

Shares3.0K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

0.90%

Shares895

Event2026-03-31

Filed2026-04-29

TOST

TOAST INC

99.58%

Shares32.6K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-0.77%

Shares5.0K

Event2026-03-31

Filed2026-04-29

JEPI

J P MORGAN EXCHANGE TRADED F

-0.14%

Shares14.6K

Event2026-03-31

Filed2026-04-29

AHH

AH RLTY TR INC

-0.51%

Shares145.2K

Event2026-03-31

Filed2026-04-29

ASTS

AST SPACEMOBILE INC

-26.93%

Shares9.6K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares25.1K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-29

WTM

WHITE MTNS INS GROUP LTD

0.00%

Shares342

Event2026-03-31

Filed2026-04-29

DFAT

DIMENSIONAL ETF TRUST

8.62%

Shares12.0K

Event2026-03-31

Filed2026-04-29

VGT

VANGUARD WORLD FD

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

0.26%

Shares4.6K

Event2026-03-31

Filed2026-04-29

BDX

BECTON DICKINSON & CO

55050.00%

Shares4.4K

Event2026-03-31

Filed2026-04-29

GBTG

GLOBAL BUSINESS TRAVEL GROUP

-0.26%

Shares122.6K

Event2026-03-31

Filed2026-04-29

OMC

OMNICOM GROUP INC

0.14%

Shares9.0K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

-3.80%

Shares5.6K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.67%

Shares2.9K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

7.64%

Shares1.5K

Event2026-03-31

Filed2026-04-29

CNM

CORE & MAIN INC

-0.19%

Shares10.9K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

0.46%

Shares3.3K

Event2026-03-31

Filed2026-04-29

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.22%

Shares5.5K

Event2026-03-31

Filed2026-04-29

GSC

GOLDMAN SACHS ETF TR

-0.33%

Shares9.3K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-9.59%

Shares811

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

1.80%

Shares509

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

20.47%

Shares8.7K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

4.06%

Shares1.4K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

-20.90%

Shares848

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

0.00%

Shares622

Event2026-03-31

Filed2026-04-29

THE CIGNA GROUP

0.75%

Shares1.5K

Event2026-03-31

Filed2026-04-29

SCHC

SCHWAB STRATEGIC TR

45.64%

Shares8.2K

Event2026-03-31

Filed2026-04-29

ALTRIA GROUP INC

-6.84%

Shares5.0K

Event2026-03-31

Filed2026-04-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-29

ZETA

ZETA GLOBAL HOLDINGS CORP

New

Shares20.0K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

1.13%

Shares626

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

1.03%

Shares885

Event2026-03-31

Filed2026-04-29

RMCF

ROCKY MTN CHOCOLATE FACTORY

90.60%

Shares134.9K

Event2026-03-31

Filed2026-04-29

INTERNATIONAL PAPER CO

0.19%

Shares8.3K

Event2026-03-31

Filed2026-04-29

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-7.33%

Shares1.1K

Event2026-03-31

Filed2026-04-29

DUHP

DIMENSIONAL ETF TRUST

19.47%

Shares7.0K

Event2026-03-31

Filed2026-04-29

USB

US BANCORP

0.46%

Shares4.8K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-1.66%

Shares415

Event2026-03-31

Filed2026-04-29

GBDC

GOLUB CAP BDC INC

2.63%

Shares18.6K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

2.52%

Shares2.6K

Event2026-03-31

Filed2026-04-29

BSV

VANGUARD BD INDEX FDS

-15.38%

Shares3.0K

Event2026-03-31

Filed2026-04-29

TOWN

TOWNEBANK PORTSMOUTH VA

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-29

TFC

TRUIST FINL CORP

0.38%

Shares4.5K

Event2026-03-31

Filed2026-04-29

PAYX

PAYCHEX INC

0.52%

Shares2.1K

Event2026-03-31

Filed2026-04-29

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-29

PSX

PHILLIPS 66

0.56%

Shares1.1K

Event2026-03-31

Filed2026-04-29

WFC

WELLS FARGO & CO

-1.02%

Shares2.4K

Event2026-03-31

Filed2026-04-29

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares654

Event2026-03-31

Filed2026-04-29

EGP

EASTGROUP PPTYS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29

MTUM

ISHARES TR

-19.54%

Shares733

Event2026-03-31

Filed2026-04-29

NVR

NVR INC

0.00%

Shares26

Event2026-03-31

Filed2026-04-29

ESML

ISHARES TR

-0.28%

Shares3.6K

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

1.17%

Shares3.8K

Event2026-03-31

Filed2026-04-29

ENERGY TRANSFER L P

0.03%

Shares8.7K

Event2026-03-31

Filed2026-04-29

CCJ

CAMECO CORP

50.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares425

Event2026-03-31

Filed2026-04-29

DFUV

DIMENSIONAL ETF TRUST

-22.07%

Shares3.2K

Event2026-03-31

Filed2026-04-29

UNH

UNITEDHEALTH GROUP INC

1.95%

Shares574

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares459

Event2026-03-31

Filed2026-04-29

BXSL

BLACKSTONE SECD LENDING FD

2.92%

Shares6.4K

Event2026-03-31

Filed2026-04-29

ARCC

ARES CAPITAL CORP

2.67%

Shares8.3K

Event2026-03-31

Filed2026-04-29

DFSU

DIMENSIONAL ETF TRUST

New

Shares3.7K

Event2026-03-31

Filed2026-04-29

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

1.31%

Shares771

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

3.23%

Shares1.0K

Event2026-03-31

Filed2026-04-29

HTGC

HERCULES CAPITAL INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-29

SUSB

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-29

QQQE

DIREXION SHARES ETF TRUST

0.13%

Shares1.5K

Event2026-03-31

Filed2026-04-29

BMY

BRISTOL-MYERS SQUIBB CO

1.22%

Shares2.4K

Event2026-03-31

Filed2026-04-29

EMNT

PIMCO ETF TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

OBDC

BLUE OWL CAPITAL CORPORATION

2.91%

Shares13.0K

Event2026-03-31

Filed2026-04-29

SMITHFIELD FOODS INC

-27.54%

Shares5.0K

Event2026-03-31

Filed2026-04-29

ESGE

ISHARES INC

-3.46%

Shares3.0K

Event2026-03-31

Filed2026-04-29

DOMINION ENERGY INC

-6.68%

Shares2.2K

Event2026-03-31

Filed2026-04-29

COP

CONOCOPHILLIPS

2.08%

Shares1.0K

Event2026-03-31

Filed2026-04-29

DHR

DANAHER CORP DEL

-0.70%

Shares713

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

0.73%

Shares965

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-19.27%

Shares2.1K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

220.63%

Shares404

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-14.90%

Shares457

Event2026-03-31

Filed2026-04-29

ITW

ILLINOIS TOOL WKS INC

1.23%

Shares494

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

0.22%

Shares1.8K

Event2026-03-31

Filed2026-04-29

OAKTREE SPECIALTY LENDING

3.54%

Shares11.0K

Event2026-03-31

Filed2026-04-29

SLB

SLB LIMITED

1.11%

Shares2.4K

Event2026-03-31

Filed2026-04-29

MDLZ

MONDELEZ INTL INC

1.52%

Shares2.1K

Event2026-03-31

Filed2026-04-29

HON

HONEYWELL INTL INC

-35.72%

Shares529

Event2026-03-31

Filed2026-04-29

FSK

FS KKR CAP CORP

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

0.13%

Shares767

Event2026-03-31

Filed2026-04-29

SRE

SEMPRA

0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-29

USMV

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-29

JEPQ

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-29

UPS

UNITED PARCEL SVCS INC

24.73%

Shares1.0K

Event2026-03-31

Filed2026-04-29

DAL

DELTA AIR LINES INC

0.47%

Shares1.5K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

3.70%

Shares140

Event2026-03-31

Filed2026-04-29

FLEX

FLEXTRONICS INTL LTD

0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-29

TIP

ISHARES TR

New

Shares888

Event2026-03-31

Filed2026-04-29

KMB

KIMBERLY-CLARK CORP

-0.20%

Shares1.0K

Event2026-03-31

Filed2026-04-29

IGIB

ISHARES TR

New

Shares1.8K

Event2026-03-31

Filed2026-04-29

SOUTHERN CO

2.15%

Shares997

Event2026-03-31

Filed2026-04-29

DFSI

DIMENSIONAL ETF TRUST

New

Shares2.3K

Event2026-03-31

Filed2026-04-29

MICRON TECHNOLOGY INC

14.63%

Shares282

Event2026-03-31

Filed2026-04-29

VISA INC

8.62%

Shares315

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

MTZ

MASTEC INC

0.35%

Shares289

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

0.00%

Shares450

Event2026-03-31

Filed2026-04-29

COCA COLA CO

-5.84%

Shares1.1K

Event2026-03-31

Filed2026-04-29

DFSV

DIMENSIONAL ETF TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.00%

Shares375

Event2026-03-31

Filed2026-04-29

PFE

PFIZER INC

2.24%

Shares2.9K

Event2026-03-31

Filed2026-04-29

VGSR

MANAGER DIRECTED PORTFOLIOS

New

Shares7.8K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

6.32%

Shares387

Event2026-03-31

Filed2026-04-29

DFSE

DIMENSIONAL ETF TRUST

New

Shares1.9K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

1.44%

Shares1.6K

Event2026-03-31

Filed2026-04-29

AOA

ISHARES TR

0.00%

Shares880

Event2026-03-31

Filed2026-04-29

DFIV

DIMENSIONAL ETF TRUST

-23.27%

Shares1.5K

Event2026-03-31

Filed2026-04-29

TORONTO DOMINION BK ONT

0.00%

Shares801

Event2026-03-31

Filed2026-04-29

AFL

AFLAC INC

0.45%

Shares667

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-18.05%

Shares277

Event2026-03-31

Filed2026-04-29

SCHX

SCHWAB STRATEGIC TR

0.29%

Shares2.8K

Event2026-03-31

Filed2026-04-29

IMTM

ISHARES TR

-21.75%

Shares1.5K

Event2026-03-31

Filed2026-04-29

VLO

VALERO ENERGY CORP

0.00%

Shares282

Event2026-03-31

Filed2026-04-29

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-29

HAS

HASBRO INC

2.92%

Shares741

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

6.10%

Shares661

Event2026-03-31

Filed2026-04-29

SBUX

STARBUCKS CORP

2.32%

Shares749

Event2026-03-31

Filed2026-04-29

DIHP

DIMENSIONAL ETF TRUST

-23.50%

Shares2.1K

Event2026-03-31

Filed2026-04-29

MORGAN STANLEY

313.27%

Shares405

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

2.83%

Shares109

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

0.00%

Shares675

Event2026-03-31

Filed2026-04-29

DISV

DIMENSIONAL ETF TRUST

New

Shares1.7K

Event2026-03-31

Filed2026-04-29

SUSC

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-04-29

SPSB

SPDR SERIES TRUST

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

MMM

3M CO

0.74%

Shares411

Event2026-03-31

Filed2026-04-29

DIS

DISNEY WALT CO

-0.17%

Shares601

Event2026-03-31

Filed2026-04-29

IBMO

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

IBMP

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

IBMQ

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

IBMR

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

NSC

NORFOLK SOUTHN CORP

-8.84%

Shares196

Event2026-03-31

Filed2026-04-29

GOLDMAN SACHS GROUP INC

1.54%

Shares66

Event2026-03-31

Filed2026-04-29

EOS

EATON VANCE ENHANCED EQUITY

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-29

VOE

VANGUARD INDEX FDS

0.00%

Shares300

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

8.29%

Shares222

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

0.00%

Shares271

Event2026-03-31

Filed2026-04-29

LOW

LOWES COS INC

4.72%

Shares222

Event2026-03-31

Filed2026-04-29

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares128

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

0.00%

Shares116

Event2026-03-31

Filed2026-04-29

AT&T INC

8.59%

Shares1.7K

Event2026-03-31

Filed2026-04-29

FITB

FIFTH THIRD BANCORP

1.36%

Shares1.0K

Event2026-03-31

Filed2026-04-29

ZION

ZIONS BANCORPORATION NATL AS

0.00%

Shares838

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

1.94%

Shares368

Event2026-03-31

Filed2026-04-29

PDLB

PONCE FINANCIAL GROUP INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-29

EWBC

EAST WEST BANCORP INC

-1.37%

Shares432

Event2026-03-31

Filed2026-04-29

ISRG

INTUITIVE SURGICAL INC

-0.99%

Shares100

Event2026-03-31

Filed2026-04-29

LHX

L3HARRIS TECHNOLOGIES INC

2.31%

Shares133

Event2026-03-31

Filed2026-04-29

CAH

CARDINAL HEALTH INC

0.46%

Shares217

Event2026-03-31

Filed2026-04-29

FIG

FIGMA INC

0.09%

Shares2.2K

Event2026-03-31

Filed2026-04-29

AMD

ADVANCED MICRO DEVICES INC

7.18%

Shares224

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

-44.02%

Shares454

Event2026-03-31

Filed2026-04-29

BOEING CO

1.82%

Shares224

Event2026-03-31

Filed2026-04-29

ZTS

ZOETIS INC

1.08%

Shares375

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

7.58%

Shares142

Event2026-03-31

Filed2026-04-29

TRV

TRAVELERS COMPANIES INC

0.67%

Shares151

Event2026-03-31

Filed2026-04-29

BRSL

BRIGHTSTAR LOTTERY PLC

26.25%

Shares3.4K

Event2026-03-31

Filed2026-04-29

AMCOR PLC

New

Shares1.1K

Event2026-03-31

Filed2026-04-29

VODAFONE GROUP PLC

20.96%

Shares2.9K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

5.36%

Shares177

Event2026-03-31

Filed2026-04-29

RIVN

RIVIAN AUTOMOTIVE INC

-0.07%

Shares2.8K

Event2026-03-31

Filed2026-04-29

TGT

TARGET CORP

1.48%

Shares342

Event2026-03-31

Filed2026-04-29

SLV

ISHARES SILVER TR

-18.98%

Shares589

Event2026-03-31

Filed2026-04-29

CARR

CARRIER GLOBAL CORPORATION

3.35%

Shares709

Event2026-03-31

Filed2026-04-29

KKR & CO INC

-27.56%

Shares431

Event2026-03-31

Filed2026-04-29

KEY

KEYCORP

4.02%

Shares2.0K

Event2026-03-31

Filed2026-04-29

GENERAL DYNAMICS CORP

4.63%

Shares113

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

0.00%

Shares562

Event2026-03-31

Filed2026-04-29

SCHW

SCHWAB CHARLES CORP

0.00%

Shares395

Event2026-03-31

Filed2026-04-29

EWJ

ISHARES INC

0.00%

Shares438

Event2026-03-31

Filed2026-04-29

PLD

PROLOGIS INC.

7.84%

Shares275

Event2026-03-31

Filed2026-04-29

AXP

AMERICAN EXPRESS CO

0.84%

Shares120

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

-11.91%

Shares1.4K

Event2026-03-31

Filed2026-04-29

RCI

ROGERS COMMUNICATIONS INC

0.00%

Shares924

Event2026-03-31

Filed2026-04-29

AVY

AVERY DENNISON CORP

-0.50%

Shares201

Event2026-03-31

Filed2026-04-29

ETHE

GRAYSCALE ETHEREUM STAKING E

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

SBS

COMPANHIA DE SANEAMENTO BASI

37.02%

Shares1.1K

Event2026-03-31

Filed2026-04-29

ESGV

VANGUARD WORLD FD

0.67%

Shares302

Event2026-03-31

Filed2026-04-29

XOVR

ENTREPRENEURSHARES SERIES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

DLR

DIGITAL RLTY TR INC

1.64%

Shares186

Event2026-03-31

Filed2026-04-29

ZSCALER INC

-0.83%

Shares238

Event2026-03-31

Filed2026-04-29

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares350

Event2026-03-31

Filed2026-04-29

MCK

MCKESSON CORP

2.70%

Shares38

Event2026-03-31

Filed2026-04-29

EQIX

EQUINIX INC

0.00%

Shares33

Event2026-03-31

Filed2026-04-29

IWS

ISHARES TR

0.00%

Shares220

Event2026-03-31

Filed2026-04-29

MAR

MARRIOTT INTL INC NEW

2.08%

Shares98

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares216

Event2026-03-31

Filed2026-04-29

NXT

NEXTPOWER INC

0.00%

Shares262

Event2026-03-31

Filed2026-04-29

COWZ

PACER FDS TR

0.00%

Shares500

Event2026-03-31

Filed2026-04-29

FORA

FORIAN INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-29

SLVM

SYLVAMO CORP

-4.41%

Shares716

Event2026-03-31

Filed2026-04-29

NOW

SERVICENOW INC

4.33%

Shares289

Event2026-03-31

Filed2026-04-29

DOV

DOVER CORP

0.00%

Shares141

Event2026-03-31

Filed2026-04-29

SPOT

SPOTIFY TECHNOLOGY S A

15.38%

Shares60

Event2026-03-31

Filed2026-04-29

PLANET LABS PBC

New

Shares1.0K

Event2026-03-31

Filed2026-04-29

MPB

MID PENN BANCORP INC

0.00%

Shares852

Event2026-03-31

Filed2026-04-29

BTGD

TIDAL TRUST II

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29

COLGATE PALMOLIVE CO

6.67%

Shares320

Event2026-03-31

Filed2026-04-29

AXTI

AXT INC

New

Shares470

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

0.00%

Shares250

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

6.90%

Shares93

Event2026-03-31

Filed2026-04-29

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares342

Event2026-03-31

Filed2026-04-29

SDY

SPDR SERIES TRUST

0.00%

Shares180

Event2026-03-31

Filed2026-04-29

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares350

Event2026-03-31

Filed2026-04-29

XLU

SELECT SECTOR SPDR TR

0.00%

Shares540

Event2026-03-31

Filed2026-04-29

RPRX

ROYALTY PHARMA PLC

0.00%

Shares516

Event2026-03-31

Filed2026-04-29

JCI

JOHNSON CONTROLS INTERNATION

-0.53%

Shares189

Event2026-03-31

Filed2026-04-29

DUKE ENERGY CORP NEW

2.19%

Shares187

Event2026-03-31

Filed2026-04-29

BBWI

BATH & BODY WORKS INC

0.31%

Shares1.3K

Event2026-03-31

Filed2026-04-29

SOXX

ISHARES TR

0.00%

Shares72

Event2026-03-31

Filed2026-04-29

ASTRAZENECA PLC

New

Shares118

Event2026-03-31

Filed2026-04-29

AVSC

AMERICAN CENTY ETF TR

-47.39%

Shares373

Event2026-03-31

Filed2026-04-29

STANLEY BLACK & DECKER INC

0.00%

Shares323

Event2026-03-31

Filed2026-04-29

CPT

CAMDEN PPTY TR

3.07%

Shares235

Event2026-03-31

Filed2026-04-29

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

QXO

QXO INC

-0.09%

Shares1.2K

Event2026-03-31

Filed2026-04-29

VSGX

VANGUARD WORLD FD

0.97%

Shares312

Event2026-03-31

Filed2026-04-29

FORD MTR CO

-2.59%

Shares1.9K

Event2026-03-31

Filed2026-04-29

ASML

ASML HLDG NV

220.00%

Shares16

Event2026-03-31

Filed2026-04-29

EDWARDS LIFESCIENCES CORP

1.16%

Shares262

Event2026-03-31

Filed2026-04-29

QBTS

D-WAVE QUANTUM INC

5.55%

Shares1.4K

Event2026-03-31

Filed2026-04-29

IBIT

ISHARES BITCOIN TRUST ETF

-15.58%

Shares542

Event2026-03-31

Filed2026-04-29

SOFI

SOFI TECHNOLOGIES INC

-0.23%

Shares1.3K

Event2026-03-31

Filed2026-04-29

BNDX

VANGUARD CHARLOTTE FDS

-43.59%

Shares427

Event2026-03-31

Filed2026-04-29

LUNR

INTUITIVE MACHINES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

VSCO

VICTORIAS SECRET AND CO

0.00%

Shares435

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

9.52%

Shares23

Event2026-03-31

Filed2026-04-29

QLD

PROSHARES TR

0.00%

Shares328

Event2026-03-31

Filed2026-04-29

CTVA

CORTEVA INC

0.43%

Shares231

Event2026-03-31

Filed2026-04-29

TMO

THERMO FISHER SCIENTIFIC INC

11.43%

Shares39

Event2026-03-31

Filed2026-04-29

ILF

ISHARES TR

0.00%

Shares537

Event2026-03-31

Filed2026-04-29

EVOLUTION METALS & TECH CORP

New

Shares2.5K

Event2026-03-31

Filed2026-04-29

IWN

ISHARES TR

0.00%

Shares100

Event2026-03-31

Filed2026-04-29

DELL

DELL TECHNOLOGIES INC

-25.97%

Shares114

Event2026-03-31

Filed2026-04-29

NUE

NUCOR CORP

0.92%

Shares110

Event2026-03-31

Filed2026-04-29

IWP

ISHARES TR

0.00%

Shares143

Event2026-03-31

Filed2026-04-29

AVEM

AMERICAN CENTY ETF TR

-43.32%

Shares225

Event2026-03-31

Filed2026-04-29

COF

CAPITAL ONE FINL CORP

5.32%

Shares99

Event2026-03-31

Filed2026-04-29

WASTE MGMT INC DEL

9.86%

Shares78

Event2026-03-31

Filed2026-04-29

UAMY

UNITED STATES ANTIMONY CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-29

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares515

Event2026-03-31

Filed2026-04-29

DXCM

DEXCOM INC

1.52%

Shares267

Event2026-03-31

Filed2026-04-29

SPYD

SPDR SERIES TRUST

0.00%

Shares366

Event2026-03-31

Filed2026-04-29

JAMES RIV GROUP HOLDINGS INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

TXN

TEXAS INSTRS INC

20.00%

Shares84

Event2026-03-31

Filed2026-04-29

UNILEVER PLC

0.00%

Shares286

Event2026-03-31

Filed2026-04-29

EXPD

EXPEDITORS INTL WASH INC

0.90%

Shares112

Event2026-03-31

Filed2026-04-29

FANG

DIAMONDBACK ENERGY INC

2.56%

Shares80

Event2026-03-31

Filed2026-04-29

EBAY

EBAY INC.

2.98%

Shares173

Event2026-03-31

Filed2026-04-29

SOLSTICE ADVANCED MATLS INC

0.00%

Shares202

Event2026-03-31

Filed2026-04-29

USAR

USA RARE EARTH INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-29

SUSA

ISHARES TR

-8.20%

Shares112

Event2026-03-31

Filed2026-04-29

NVS

NOVARTIS AG

269.23%

Shares96

Event2026-03-31

Filed2026-04-29

EATON CORP PLC

8.11%

Shares40

Event2026-03-31

Filed2026-04-29

HSBC

HSBC HLDGS PLC

277.78%

Shares170

Event2026-03-31

Filed2026-04-29

KROGER CO

3.76%

Shares193

Event2026-03-31

Filed2026-04-29

RLMD

RELMADA THERAPEUTICS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

BITMINE IMMERSION TECNOLOGIE

0.00%

Shares686

Event2026-03-31

Filed2026-04-29

KHC

KRAFT HEINZ CO

-0.33%

Shares603

Event2026-03-31

Filed2026-04-29

UEC

URANIUM ENERGY CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

26.32%

Shares144

Event2026-03-31

Filed2026-04-29

ULTA

ULTA BEAUTY INC

0.00%

Shares25

Event2026-03-31

Filed2026-04-29

GAB

GABELLI EQUITY TR INC

-9.11%

Shares2.3K

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares552

Event2026-03-31

Filed2026-04-29

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares426

Event2026-03-31

Filed2026-04-29

SEE

SEALED AIR CORP NEW

0.00%

Shares300

Event2026-03-31

Filed2026-04-29

XYL

XYLEM INC

0.00%

Shares104

Event2026-03-31

Filed2026-04-29

SPHR

SPHERE ENTERTAINMENT CO

0.00%

Shares102

Event2026-03-31

Filed2026-04-29

DRAFTKINGS INC NEW

0.92%

Shares548

Event2026-03-31

Filed2026-04-29

FDX

FEDEX CORP

6.45%

Shares33

Event2026-03-31

Filed2026-04-29

NTR

NUTRIEN LTD

0.00%

Shares147

Event2026-03-31

Filed2026-04-29

LAM RESEARCH CORP

10.87%

Shares51

Event2026-03-31

Filed2026-04-29

ABNB

AIRBNB INC

0.00%

Shares85

Event2026-03-31

Filed2026-04-29

EEM

ISHARES TR

47.62%

Shares186

Event2026-03-31

Filed2026-04-29

BHP

BHP BILLITON LIMITED

291.67%

Shares141

Event2026-03-31

Filed2026-04-29

BROS

DUTCH BROS INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-29

EXK

ENDEAVOUR SILVER CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

NSTS

NSTS BANCORP INC

0.00%

Shares850

Event2026-03-31

Filed2026-04-29

OWL

BLUE OWL CAPITAL INC

-2.12%

Shares1.0K

Event2026-03-31

Filed2026-04-29

ROBT

FIRST TR EXCHANGE TRADED FD

0.00%

Shares200

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

8.00%

Shares27

Event2026-03-31

Filed2026-04-29

SSO

PROSHARES TR

10.63%

Shares177

Event2026-03-31

Filed2026-04-29

IBRX

IMMUNITYBIO INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-29

KNSL

KINSALE CAP GROUP INC

0.00%

Shares26

Event2026-03-31

Filed2026-04-29

FCX

FREEPORT MCMORAN INC

7.09%

Shares151

Event2026-03-31

Filed2026-04-29

ETH

GRAYSCALE ETHEREUM STAKING

-6.89%

Shares446

Event2026-03-31

Filed2026-04-29

NVTS

NAVITAS SEMICONDUCTOR CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29

NYT

NEW YORK TIMES CO MTN BE

1.96%

Shares104

Event2026-03-31

Filed2026-04-29

TMFC

RBB FD INC

0.00%

Shares132

Event2026-03-31

Filed2026-04-29

TOTALENERGIES SE

216.67%

Shares95

Event2026-03-31

Filed2026-04-29

RNGR

RANGER ENERGY SVCS INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-29

LINDE PLC

41.67%

Shares17

Event2026-03-31

Filed2026-04-29

PYPL

PAYPAL HLDGS INC

12.73%

Shares186

Event2026-03-31

Filed2026-04-29

HSY

HERSHEY CO

0.00%

Shares40

Event2026-03-31

Filed2026-04-29

TECH

BIO-TECHNE CORP

6.12%

Shares156

Event2026-03-31

Filed2026-04-29

FDSB

FIFTH DIST BANCORP INC

0.00%

Shares550

Event2026-03-31

Filed2026-04-29

CITIGROUP INC

29.09%

Shares71

Event2026-03-31

Filed2026-04-29

ROCKET LAB CORP

0.00%

Shares125

Event2026-03-31

Filed2026-04-29

UBS

UBS GROUP AG

283.02%

Shares203

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

0.00%

Shares54

Event2026-03-31

Filed2026-04-29

DLN

WISDOMTREE TR

0.00%

Shares86

Event2026-03-31

Filed2026-04-29

TWENTY ONE CAP INC

20.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

CENCORA INC

9.09%

Shares24

Event2026-03-31

Filed2026-04-29

KLAC

KLA CORP

25.00%

Shares5

Event2026-03-31

Filed2026-04-29

RCL

ROYAL CARIBBEAN GROUP

23.81%

Shares26

Event2026-03-31

Filed2026-04-29

SHLD

GLOBAL X FDS

0.00%

Shares100

Event2026-03-31

Filed2026-04-29

URA

GLOBAL X FDS

0.00%

Shares135

Event2026-03-31

Filed2026-04-29

IONQ

IONQ INC

15.31%

Shares226

Event2026-03-31

Filed2026-04-29

XLE

SELECT SECTOR SPDR TR

0.00%

Shares106

Event2026-03-31

Filed2026-04-29

KENNEDY-WILSON HOLDINGS INC

0.00%

Shares600

Event2026-03-31

Filed2026-04-29

ANDERSEN GROUP INC

0.00%

Shares237

Event2026-03-31

Filed2026-04-29

EMR

EMERSON ELEC CO

36.11%

Shares49

Event2026-03-31

Filed2026-04-29

AOM

ISHARES TR

0.00%

Shares135

Event2026-03-31

Filed2026-04-29

EMCR

DBX ETF TR

0.00%

Shares171

Event2026-03-31

Filed2026-04-29

EXC

EXELON CORP

-2.33%

Shares126

Event2026-03-31

Filed2026-04-29

SNY

SANOFI SA

-99.00%

Shares127

Event2026-03-31

Filed2026-04-29

ADI

ANALOG DEVICES INC

90.00%

Shares19

Event2026-03-31

Filed2026-04-29

EVX

VANECK ETF TRUST

0.00%

Shares155

Event2026-03-31

Filed2026-04-29

ING

ING GROEP N.V.

489.74%

Shares230

Event2026-03-31

Filed2026-04-29

LNC

LINCOLN NATL CORP IND

0.00%

Shares167

Event2026-03-31

Filed2026-04-29

MFG

MIZUHO FINANCIAL GROUP INC

313.48%

Shares736

Event2026-03-31

Filed2026-04-29

SONY

SONY GROUP CORP

232.14%

Shares279

Event2026-03-31

Filed2026-04-29

PGR

PROGRESSIVE CORP

123.08%

Shares29

Event2026-03-31

Filed2026-04-29

DNP

DNP SELECT INCOME FD INC

0.00%

Shares555

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

0.00%

Shares74

Event2026-03-31

Filed2026-04-29

WDC

WESTERN DIGITAL CORP

10.53%

Shares21

Event2026-03-31

Filed2026-04-29

JOBY

JOBY AVIATION INC

17.70%

Shares685

Event2026-03-31

Filed2026-04-29

BCS

BARCLAYS PLC

423.53%

Shares267

Event2026-03-31

Filed2026-04-29

DEERE & CO

100.00%

Shares10

Event2026-03-31

Filed2026-04-29

DATAVAULT AI INC

770.90%

Shares8.7K

Event2026-03-31

Filed2026-04-29

PANW

PALO ALTO NETWORKS INC

-19.51%

Shares33

Event2026-03-31

Filed2026-04-29

MET

METLIFE INC

-1.33%

Shares74

Event2026-03-31

Filed2026-04-29

GSK PLC

261.54%

Shares94

Event2026-03-31

Filed2026-04-29

WELL

WELLTOWER INC

44.44%

Shares26

Event2026-03-31

Filed2026-04-29

SOLV

SOLVENTUM CORP

-6.10%

Shares77

Event2026-03-31

Filed2026-04-29

REAX

THE REAL BROKERAGE INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

NEM

NEWMONT CORP

35.29%

Shares46

Event2026-03-31

Filed2026-04-29

UNP

UNION PAC CORP

53.85%

Shares20

Event2026-03-31

Filed2026-04-29

BLACKROCK INC

25.00%

Shares5

Event2026-03-31

Filed2026-04-29

APH

AMPHENOL CORP

8.57%

Shares38

Event2026-03-31

Filed2026-04-29

BP PLC

251.72%

Shares102

Event2026-03-31

Filed2026-04-29

IDEF

BLACKROCK ETF TRUST

0.00%

Shares142

Event2026-03-31

Filed2026-04-29

SCI

SERVICE CORP INTL

-3.51%

Shares55

Event2026-03-31

Filed2026-04-29

HLT

HILTON WORLDWIDE HLDGS INC

7.14%

Shares15

Event2026-03-31

Filed2026-04-29

MEDTRONIC PLC

26.83%

Shares52

Event2026-03-31

Filed2026-04-29

PARKER-HANNIFIN CORP

150.00%

Shares5

Event2026-03-31

Filed2026-04-29

VRTX

VERTEX PHARMACEUTICALS INC

42.86%

Shares10

Event2026-03-31

Filed2026-04-29

ARISTA NETWORKS INC

20.00%

Shares36

Event2026-03-31

Filed2026-04-29

BANK NEW YORK MELLON CORP

105.56%

Shares37

Event2026-03-31

Filed2026-04-29

APP

APPLOVIN CORP

83.33%

Shares11

Event2026-03-31

Filed2026-04-29

ORIX CORP

625.00%

Shares145

Event2026-03-31

Filed2026-04-29

ACHR

ARCHER AVIATION INC

25.60%

Shares839

Event2026-03-31

Filed2026-04-29

INTU

INTUIT

66.67%

Shares10

Event2026-03-31

Filed2026-04-29

SPGI

S&P GLOBAL INC

25.00%

Shares10

Event2026-03-31

Filed2026-04-29

GLW

CORNING INC

138.46%

Shares31

Event2026-03-31

Filed2026-04-29

RGTI

RIGETTI COMPUTING INC

31.14%

Shares299

Event2026-03-31

Filed2026-04-29

HWM

HOWMET AEROSPACE INC

12.50%

Shares18

Event2026-03-31

Filed2026-04-29

MSTR

STRATEGY INC

10.00%

Shares33

Event2026-03-31

Filed2026-04-29

GLDM

WORLD GOLD TR

0.00%

Shares44

Event2026-03-31

Filed2026-04-29

VRT

VERTIV HOLDINGS CO

23.08%

Shares16

Event2026-03-31

Filed2026-04-29

CMCSA

COMCAST CORP NEW

-93.56%

Shares139

Event2026-03-31

Filed2026-04-29

CMG

CHIPOTLE MEXICAN GRILL INC

-12.06%

Shares124

Event2026-03-31

Filed2026-04-29

EBC

EASTERN BANKSHARES INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-29

NATIONAL GRID PLC

187.50%

Shares46

Event2026-03-31

Filed2026-04-29

REGN

REGENERON PHARMACEUTICALS

66.67%

Shares5

Event2026-03-31

Filed2026-04-29

ODD

ODDITY TECH LTD

0.00%

Shares288

Event2026-03-31

Filed2026-04-29

PWR

QUANTA SVCS INC

133.33%

Shares7

Event2026-03-31

Filed2026-04-29

CME

CME GROUP INC

62.50%

Shares13

Event2026-03-31

Filed2026-04-29

BUD

ANHEUSER BUSCH INBEV SA NV

323.08%

Shares55

Event2026-03-31

Filed2026-04-29

BLACKSTONE INC

32.00%

Shares33

Event2026-03-31

Filed2026-04-29

TMUS

T-MOBILE US INC

200.00%

Shares18

Event2026-03-31

Filed2026-04-29

LOEWS CORP

0.00%

Shares35

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

0.00%

Shares28

Event2026-03-31

Filed2026-04-29

ADP

AUTOMATIC DATA PROCESSING IN

63.64%

Shares18

Event2026-03-31

Filed2026-04-29

ANF

ABERCROMBIE & FITCH CO

0.00%

Shares40

Event2026-03-31

Filed2026-04-29

QUBT

QUANTUM COMPUTING INC

39.42%

Shares527

Event2026-03-31

Filed2026-04-29

BAC-PL

BANK AMERICA CORP

0.00%

Shares3

Event2026-03-31

Filed2026-04-29

PNC

PNC FINL SVCS GROUP INC

183.33%

Shares17

Event2026-03-31

Filed2026-04-29

DOW

DOW HLDGS INC

13.51%

Shares84

Event2026-03-31

Filed2026-04-29

LUMN

LUMEN TECHNOLOGIES INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-29

WFC-PL

WELLS FARGO & CO

0.00%

Shares3

Event2026-03-31

Filed2026-04-29

BSX

BOSTON SCIENTIFIC CORP

111.54%

Shares55

Event2026-03-31

Filed2026-04-29

MUFG

MITSUBISHI UFJ FINANCIAL GRO

28.85%

Shares201

Event2026-03-31

Filed2026-04-29

SRBK

SR BANCORP INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-29

TRANE TECHNOLOGIES PLC

33.33%

Shares8

Event2026-03-31

Filed2026-04-29

CEMEX SA EURO MTN BE 144A

0.00%

Shares289

Event2026-03-31

Filed2026-04-29

AMT

AMERICAN TOWER CORP

46.15%

Shares19

Event2026-03-31

Filed2026-04-29

CHUBB LTD SWITZ

0.00%

Shares10

Event2026-03-31

Filed2026-04-29

FER

FERROVIAL SE

733.33%

Shares50

Event2026-03-31

Filed2026-04-29

ROST

ROSS STORES INC

7.14%

Shares15

Event2026-03-31

Filed2026-04-29

CMI

CUMMINS INC

100.00%

Shares6

Event2026-03-31

Filed2026-04-29

SNDK

SANDISK CORP

150.00%

Shares5

Event2026-03-31

Filed2026-04-29

MARVELL TECHNOLOGY INC

28.00%

Shares32

Event2026-03-31

Filed2026-04-29

SEAGATE TECHNOLOGY HLDNGS PL

100.00%

Shares8

Event2026-03-31

Filed2026-04-29

QNITY ELECTRONICS INC

17.39%

Shares27

Event2026-03-31

Filed2026-04-29

TOYOTA MOTOR CORP

25.00%

Shares15

Event2026-03-31

Filed2026-04-29

GME

GAMESTOP CORP

0.00%

Shares134

Event2026-03-31

Filed2026-04-29

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares7

Event2026-03-31

Filed2026-04-29

GENERAL MTRS CO

28.13%

Shares41

Event2026-03-31

Filed2026-04-29

MCO

MOODYS CORP

40.00%

Shares7

Event2026-03-31

Filed2026-04-29

ACWI

ISHARES TR

-26.67%

Shares22

Event2026-03-31

Filed2026-04-29

ALC

ALCON AG

471.43%

Shares40

Event2026-03-31

Filed2026-04-29

VERSANT MEDIA GROUP INC

New

Shares81

Event2026-03-31

Filed2026-04-29

ICE

INTERCONTINENTAL EXCHANGE IN

58.33%

Shares19

Event2026-03-31

Filed2026-04-29

ZILLOW GROUP INC

-1.37%

Shares72

Event2026-03-31

Filed2026-04-29

LEG

LEGGETT & PLATT INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-29

SYK

STRYKER CORPORATION

80.00%

Shares9

Event2026-03-31

Filed2026-04-29

CRH PLC

64.71%

Shares28

Event2026-03-31

Filed2026-04-29

ECL

ECOLAB INC

83.33%

Shares11

Event2026-03-31

Filed2026-04-29

ARGX

ARGENX SE

300.00%

Shares4

Event2026-03-31

Filed2026-04-29

SAP

SAP SE

41.67%

Shares17

Event2026-03-31

Filed2026-04-29

AON PLC

200.00%

Shares9

Event2026-03-31

Filed2026-04-29

ORLY

OREILLY AUTOMOTIVE INC

19.23%

Shares31

Event2026-03-31

Filed2026-04-29

HCA

HCA HEALTHCARE INC

0.00%

Shares6

Event2026-03-31

Filed2026-04-29

VTRS

VIATRIS INC

38.41%

Shares209

Event2026-03-31

Filed2026-04-29

CVS

CVS HEALTH CORP

21.88%

Shares39

Event2026-03-31

Filed2026-04-29

CEG

CONSTELLATION ENERGY CORP

11.11%

Shares10

Event2026-03-31

Filed2026-04-29

AME

AMETEK INC

85.71%

Shares13

Event2026-03-31

Filed2026-04-29

SNPS

SYNOPSYS INC

75.00%

Shares7

Event2026-03-31

Filed2026-04-29

NMR

NOMURA HLDGS INC

408.70%

Shares351

Event2026-03-31

Filed2026-04-29

DHI

D R HORTON INC

185.71%

Shares20

Event2026-03-31

Filed2026-04-29

ZOOM COMMUNICATIONS INC

21.43%

Shares34

Event2026-03-31

Filed2026-04-29

RACE

FERRARI N V

300.00%

Shares8

Event2026-03-31

Filed2026-04-29

MPC

MARATHON PETE CORP

57.14%

Shares11

Event2026-03-31

Filed2026-04-29

ADBE

ADOBE INC

-8.33%

Shares11

Event2026-03-31

Filed2026-04-29

TAK

TAKEDA PHARMACEUTICAL CO LTD

1488.89%

Shares143

Event2026-03-31

Filed2026-04-29

ADSK

AUTODESK INC

37.50%

Shares11

Event2026-03-31

Filed2026-04-29

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares74

Event2026-03-31

Filed2026-04-29

SPG

SIMON PPTY GROUP INC NEW

75.00%

Shares14

Event2026-03-31

Filed2026-04-29

MSI

MOTOROLA SOLUTIONS INC

200.00%

Shares6

Event2026-03-31

Filed2026-04-29

CFG

CITIZENS FINL GROUP INC

152.94%

Shares43

Event2026-03-31

Filed2026-04-29

ACCENTURE PLC IRELAND

-23.53%

Shares13

Event2026-03-31

Filed2026-04-29

MDA SPACE LTD

New

Shares100

Event2026-03-31

Filed2026-04-29

NET

CLOUDFLARE INC

33.33%

Shares12

Event2026-03-31

Filed2026-04-29

WMB

WILLIAMS COS INC

21.43%

Shares34

Event2026-03-31

Filed2026-04-29

INDI

INDIE SEMICONDUCTOR INC

0.00%

Shares765

Event2026-03-31

Filed2026-04-29

COIN

COINBASE GLOBAL INC

27.27%

Shares14

Event2026-03-31

Filed2026-04-29

HIG

HARTFORD INSURANCE GROUP INC

28.57%

Shares18

Event2026-03-31

Filed2026-04-29

Call Option Holdings

ASTS Call CallAST SPACEMOBILE INC10.0K shares0.00%2026-03-312026-04-29

ASTS Call

AST SPACEMOBILE INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-29

Put Option Holdings

No put option holdings data available