Sponsored
The Analysis of AMERIFLEX GROUP, INC.'s Holdings & P&L
Currently, AMERIFLEX GROUP, INC. holds 1112 types of securities in its portfolio with a total value $197.6M. In the most recent quarter, they have increased their positions in FTHI (+38.4K shares, valued at $882.4K), OPPE (+15.3K shares, valued at $822.1K), SCHD (+22.6K shares, valued at $692.0K); decreased their positions in JEPI (-13.3K shares, valued at $753.5K), LQD (-4.5K shares, valued at $489.5K), COST (-234 shares, valued at $233.2K); initiated new positions in OPPE (+15.3K shares, valued at $822.1K), CGBL (+12.3K shares, valued at $422.1K), N/A (+1.9K shares, valued at $371.4K).
1M P&L
+5.8M+3.27%
3M P&L
+1.7M+0.94%
HY P&L
+11.8M+6.93%
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/A54.9M
33.6%
2Semiconductors14.4M
8.8%
3Consumer Electronics14.0M
8.5%
Top Industries by Stock Count
1N/A423 stocks
41.0%
2Software - Application26 stocks
2.5%
3Asset Management26 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
2.80%APPLE INC
Shares52.8K
Event2026-03-31
Filed2026-05-15
NVDA
5.62%NVIDIA CORPORATION
Shares60.9K
Event2026-03-31
Filed2026-05-15
VANGUARD S&P 500
4.84%VANGUARD S&P 500
Shares8.9K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
8.36%ALPHABET INC
Shares13.7K
Event2026-03-31
Filed2026-05-15
AMZN
7.83%AMAZON COM INC
Shares18.2K
Event2026-03-31
Filed2026-05-15
MSFT
17.63%MICROSOFT CORPORATION
Shares9.5K
Event2026-03-31
Filed2026-05-15
NOBL
20.25%PROSHARES TR
Shares32.9K
Event2026-03-31
Filed2026-05-15
COST
-6.53%COSTCO WHOLESALE CORPORATION
Shares3.3K
Event2026-03-31
Filed2026-05-15
CVX
-4.61%CHEVRON CORPORATION
Shares14.6K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
10.01%INVESCO QQQ TR
Shares5.2K
Event2026-03-31
Filed2026-05-15
SPY
30.40%STATE STR SPDR S&P 500 ETF T
Shares4.6K
Event2026-03-31
Filed2026-05-15
PG
21.43%PROCTER & GAMBLE CO
Shares19.5K
Event2026-03-31
Filed2026-05-15
UNP
0.01%UNION PAC CORP
Shares11.0K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
-0.52%BROADCOM INC
Shares8.6K
Event2026-03-31
Filed2026-05-15
XOM
-1.28%EXXON MOBIL CORP
Shares15.6K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
-4.30%ALPHABET INC
Shares9.0K
Event2026-03-31
Filed2026-05-15
AMGN
0.63%AMGEN INC
Shares7.3K
Event2026-03-31
Filed2026-05-15
META
4.72%META PLATFORMS INC
Shares3.7K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
0.94%BERKSHIRE HATHAWAY INC DEL
Shares4.4K
Event2026-03-31
Filed2026-05-15
KO
-0.62%COCA COLA CO
Shares26.7K
Event2026-03-31
Filed2026-05-15
TSLA
-12.43%TESLA INC
Shares4.4K
Event2026-03-31
Filed2026-05-15
AMD
10.83%ADVANCED MICRO DEVICES INC
Shares7.5K
Event2026-03-31
Filed2026-05-15
NFLX
29.68%NETFLIX INC.
Shares14.0K
Event2026-03-31
Filed2026-05-15
BUFR
32.25%FIRST TR EXCHNG TRADED FD VI
Shares39.7K
Event2026-03-31
Filed2026-05-15
CAT
21.63%CATERPILLAR INC
Shares1.9K
Event2026-03-31
Filed2026-05-15
FNF
0.00%FIDELITY NATL FINL INC
Shares28.7K
Event2026-03-31
Filed2026-05-15
ALB
-1.60%ALBEMARLE CORP
Shares7.3K
Event2026-03-31
Filed2026-05-15
VOT
-9.07%VANGUARD INDEX FDS
Shares4.9K
Event2026-03-31
Filed2026-05-15
PYLD
21.67%PIMCO ETF TR
Shares47.5K
Event2026-03-31
Filed2026-05-15
SCHD
137.36%SCHWAB STRATEGIC TR
Shares39.0K
Event2026-03-31
Filed2026-05-15
GEV
-0.15%GE VERNOVA INC
Shares1.3K
Event2026-03-31
Filed2026-05-15
AMAT
-5.81%APPLIED MATLS INC
Shares3.4K
Event2026-03-31
Filed2026-05-15
BRO
0.00%BROWN &BROWN INC
Shares17.5K
Event2026-03-31
Filed2026-05-15
IVV
-7.67%ISHARES CORE S&P 500 ETF
Shares1.7K
Event2026-03-31
Filed2026-05-15
JEPI
-39.91%J P MORGAN EXCHANGE TRADED F
Shares20.0K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
0.23%GE AEROSPACE
Shares4.0K
Event2026-03-31
Filed2026-05-15
XLE
-0.89%SELECT SECTOR SPDR TR
Shares18.1K
Event2026-03-31
Filed2026-05-15
WMT
6.06%WALMART INC
Shares8.3K
Event2026-03-31
Filed2026-05-15
IDCC
0.21%INTERDIGITAL INC
Shares3.3K
Event2026-03-31
Filed2026-05-15
VTI
5.36%VANGUARD INDEX FDS
Shares3.1K
Event2026-03-31
Filed2026-05-15
IJH
22.68%ISHARES CORE S&P MID CAP ETF
Shares14.1K
Event2026-03-31
Filed2026-05-15
DVY
3.63%ISHARES TR
Shares6.2K
Event2026-03-31
Filed2026-05-15
JPM
-8.47%JPMORGAN CHASE & CO
Shares3.2K
Event2026-03-31
Filed2026-05-15
IBM
37.72%INTL BUSINESS MACHS CORP
Shares3.8K
Event2026-03-31
Filed2026-05-15
FTHI
8562.81%FIRST TR EXCHANGE TRADED FD
Shares38.9K
Event2026-03-31
Filed2026-05-15
SGOV
86.96%ISHARES TR
Shares8.9K
Event2026-03-31
Filed2026-05-15
MINT
12.26%PIMCO ETF TR
Shares8.6K
Event2026-03-31
Filed2026-05-15
SCHG
8.87%SCHWAB STRATEGIC TR
Shares29.1K
Event2026-03-31
Filed2026-05-15
RDVY
36.98%FIRST TR EXCHANGE TRADED FD
Shares12.3K
Event2026-03-31
Filed2026-05-15
ABBV
-4.53%ABBVIE INC
Shares3.8K
Event2026-03-31
Filed2026-05-15
FVD
5.48%FIRST TR EXCHANGE-TRADED FD
Shares17.6K
Event2026-03-31
Filed2026-05-15
OPPE
NewWISDOMTREE TR
Shares15.3K
Event2026-03-31
Filed2026-05-15
HON
1.42%HONEYWELL INTL INC
Shares3.6K
Event2026-03-31
Filed2026-05-15
VIG
0.97%VANGUARD DIVIDEND APPRECIATION ETF
Shares3.6K
Event2026-03-31
Filed2026-05-15
T
-0.51%AT&T INC
Shares26.6K
Event2026-03-31
Filed2026-05-15
TSM
35.42%TAIWAN SEMICON MFG CO
Shares2.3K
Event2026-03-31
Filed2026-05-15
KR
0.15%KROGER CO
Shares10.1K
Event2026-03-31
Filed2026-05-15
BMY
17.10%BRISTOL-MYERS SQUIBB CO
Shares12.0K
Event2026-03-31
Filed2026-05-15
VZ
-13.22%VERIZON COMMUNICATIONS INC
Shares14.2K
Event2026-03-31
Filed2026-05-15
DAL
7.84%DELTA AIR LINES INC
Shares10.6K
Event2026-03-31
Filed2026-05-15
JEPQ
-10.07%J P MORGAN EXCHANGE TRADED F
Shares12.5K
Event2026-03-31
Filed2026-05-15
XEL
0.00%XCEL ENERGY INC
Shares8.7K
Event2026-03-31
Filed2026-05-15
VRIG
82.88%INVESCO ACTIVELY MANAGED EXC
Shares27.0K
Event2026-03-31
Filed2026-05-15
PECO
-6.34%PHILLIPS EDISON & CO INC
Shares18.0K
Event2026-03-31
Filed2026-05-15
LLY
-15.33%ELI LILLY & CO
Shares718
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
-2.56%LAM RESEARCH CORP
Shares3.0K
Event2026-03-31
Filed2026-05-15
LMT
9.73%LOCKHEED MARTIN CORP
Shares1.1K
Event2026-03-31
Filed2026-05-15
PM
-11.38%PHILIP MORRIS INTL INC
Shares3.8K
Event2026-03-31
Filed2026-05-15
AOR
-18.28%ISHARES TR
Shares9.8K
Event2026-03-31
Filed2026-05-15
CSCO
-0.05%CISCO SYS INC
Shares8.1K
Event2026-03-31
Filed2026-05-15
PROFESIONALLY MANAGED PORTFO
-6.00%PROFESIONALLY MANAGED PORTFO
Shares11.7K
Event2026-03-31
Filed2026-05-15
PANW
19.36%PALO ALTO NETWORKS INC
Shares3.8K
Event2026-03-31
Filed2026-05-15
FTCS
-3.74%FIRST TR EXCHANGE-TRADED FD
Shares6.4K
Event2026-03-31
Filed2026-05-15
MO
-16.41%ALTRIA GROUP INC
Shares8.9K
Event2026-03-31
Filed2026-05-15
LOW
1.89%LOWES COS INC
Shares2.5K
Event2026-03-31
Filed2026-05-15
PDI
43.62%PIMCO DYNAMIC INCOME FD
Shares33.7K
Event2026-03-31
Filed2026-05-15
XLF
0.03%SELECT SECTOR SPDR TR
Shares11.2K
Event2026-03-31
Filed2026-05-15
VB
9.76%VANGUARD INDEX FDS
Shares2.1K
Event2026-03-31
Filed2026-05-15
JAAA
0.00%JANUS DETROIT STR TR
Shares10.7K
Event2026-03-31
Filed2026-05-15
IUSB
12.69%ISHARES TR
Shares11.6K
Event2026-03-31
Filed2026-05-15
SPYD
-5.81%SPDR SERIES TRUST
Shares11.6K
Event2026-03-31
Filed2026-05-15
GLD
-2.33%SPDR GOLD TR
Shares1.2K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
-12.35%MERCK & CO INC
Shares4.2K
Event2026-03-31
Filed2026-05-15
COWZ
8.69%PACER FDS TR
Shares8.1K
Event2026-03-31
Filed2026-05-15
HD
3.67%HOME DEPOT INC
Shares1.5K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
19.28%DUKE ENERGY CORP NEW
Shares3.8K
Event2026-03-31
Filed2026-05-15
VGT
-1.00%VANGUARD WORLD FD
Shares694
Event2026-03-31
Filed2026-05-15
IYW
0.00%ISHARES US TECHNOLOGY ETF
Shares2.6K
Event2026-03-31
Filed2026-05-15
MAIN
4.82%MAIN STR CAP CORP
Shares8.7K
Event2026-03-31
Filed2026-05-15
CRM
17.11%SALESFORCE INC
Shares2.4K
Event2026-03-31
Filed2026-05-15
USB
0.00%US BANCORP
Shares8.8K
Event2026-03-31
Filed2026-05-15
GS
9.37%GOLDMAN SACHS GROUP INC
Shares537
Event2026-03-31
Filed2026-05-15
CGDV
-9.46%CAPITAL GROUP DIVIDEND VALUE
Shares10.5K
Event2026-03-31
Filed2026-05-15
ISRG
0.00%INTUITIVE SURGICAL INC
Shares962
Event2026-03-31
Filed2026-05-15
MU
-0.31%MICRON TECHNOLOGY INC
Shares1.3K
Event2026-03-31
Filed2026-05-15
MGM
2.27%MGM RESORTS INTERNATIONAL
Shares11.7K
Event2026-03-31
Filed2026-05-15
CGBL
NewCAPITAL GROUP CORE BALANCED
Shares12.3K
Event2026-03-31
Filed2026-05-15
VLO
4.89%VALERO ENERGY CORP
Shares1.7K
Event2026-03-31
Filed2026-05-15
HDV
-2.06%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-15
IYH
-4.84%ISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-05-15
QCOM
2.44%QUALCOMM INC
Shares3.2K
Event2026-03-31
Filed2026-05-15
IEF
-0.60%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-05-15
IBIT
293.00%ISHARES BITCOIN TRUST ETF
Shares10.7K
Event2026-03-31
Filed2026-05-15
NOC
-8.12%NORTHROP GRUMMAN CORP
Shares600
Event2026-03-31
Filed2026-05-15
ORCL
7.10%ORACLE CORP
Shares2.8K
Event2026-03-31
Filed2026-05-15
SHYG
7.93%ISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
6.15%BLACKSTONE INC
Shares3.5K
Event2026-03-31
Filed2026-05-15
FID
0.00%FIRST TR EXCHANGE TRADED FD
Shares19.1K
Event2026-03-31
Filed2026-05-15
BLUEROCK PVT REAL ESTATE FD
3.58%BLUEROCK PVT REAL ESTATE FD
Shares23.9K
Event2026-03-31
Filed2026-05-15
PLTR
-16.14%PALANTIR TECHNOLOGIES INC
Shares2.6K
Event2026-03-31
Filed2026-05-15
IJR
-16.59%ISHS CORE S&P SMCP ETF
Shares3.1K
Event2026-03-31
Filed2026-05-15
JNJ
-23.14%JOHNSON & JOHNSON
Shares1.6K
Event2026-03-31
Filed2026-05-15
PJUN
0.00%INNOVATOR ETFS TRUST
Shares9.0K
Event2026-03-31
Filed2026-05-15
INTC
-1.10%INTEL CORP
Shares8.5K
Event2026-03-31
Filed2026-05-15
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares1.9K
Event2026-03-31
Filed2026-05-15
HYDB
68.05%ISHARES TR
Shares7.9K
Event2026-03-31
Filed2026-05-15
IWM
99.86%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-15
OBDC
-11.07%BLUE OWL CAPITAL CORPORATION
Shares32.9K
Event2026-03-31
Filed2026-05-15
RTX
41.78%RTX CORPORATION
Shares1.9K
Event2026-03-31
Filed2026-05-15
TXN
0.11%TEXAS INSTRS INC
Shares1.9K
Event2026-03-31
Filed2026-05-15
PFE
7.49%PFIZER INC
Shares12.8K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
21.50%GENERAL DYNAMICS CORP
Shares1.0K
Event2026-03-31
Filed2026-05-15
FLRT
-33.25%PACER FDS TR
Shares7.4K
Event2026-03-31
Filed2026-05-15
GLW
-0.28%CORNING INC
Shares2.5K
Event2026-03-31
Filed2026-05-15
SOXX
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-15
UNH
6.68%UNITEDHEALTH GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-05-15
FCX
-16.82%FREEPORT MCMORAN INC
Shares5.5K
Event2026-03-31
Filed2026-05-15
BWXT
11.34%BWX TECHNOLOGIES INC
Shares1.6K
Event2026-03-31
Filed2026-05-15
CGDG
744.32%CAPITAL GROUP DIVIDEND GROWE
Shares8.8K
Event2026-03-31
Filed2026-05-15
IVLU
0.00%ISHARES TR
Shares7.9K
Event2026-03-31
Filed2026-05-15
AMZA
3.10%ETFIS SER TR I
Shares6.7K
Event2026-03-31
Filed2026-05-15
ASML
-14.39%ASML HLDG NV
Shares232
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
-5.47%INVESCO EXCHANGE TRADED FD T
Shares1.6K
Event2026-03-31
Filed2026-05-15
NEE
10.47%NEXTERA ENERGY INC
Shares3.3K
Event2026-03-31
Filed2026-05-15
TGT
8.39%TARGET CORP
Shares2.5K
Event2026-03-31
Filed2026-05-15
BA
0.27%BOEING CO
Shares1.5K
Event2026-03-31
Filed2026-05-15
V
-23.67%VISA INC
Shares990
Event2026-03-31
Filed2026-05-15
CGGR
2.27%CAPITAL GROUP GROWTH ETF
Shares7.4K
Event2026-03-31
Filed2026-05-15
PAUG
0.00%INNOVATOR ETFS TRUST
Shares6.9K
Event2026-03-31
Filed2026-05-15
EFA
0.00%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-15
VOOG
-1.91%VANGUARD ADMIRAL FDS INC
Shares718
Event2026-03-31
Filed2026-05-15
VYM
0.86%VANGUARD WHITEHALL FDS
Shares1.9K
Event2026-03-31
Filed2026-05-15
BRHY
70.13%BLACKROCK ETF TRUST II
Shares5.5K
Event2026-03-31
Filed2026-05-15
AOA
NewISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-15
GAIN
0.26%GLADSTONE INVT CORP
Shares19.4K
Event2026-03-31
Filed2026-05-15
TMO
-7.79%THERMO FISHER SCIENTIFIC INC
Shares533
Event2026-03-31
Filed2026-05-15
PDEC
-2.70%INNOVATOR ETFS TRUST
Shares5.8K
Event2026-03-31
Filed2026-05-15
CMCSA
5.73%COMCAST CORP NEW
Shares8.6K
Event2026-03-31
Filed2026-05-15
VRP
2.03%INVESCO EXCH TRADED FD TR II
Shares10.2K
Event2026-03-31
Filed2026-05-15
QQQM
-2.28%INVESCO EXCH TRADED FD TR II
Shares1.0K
Event2026-03-31
Filed2026-05-15
BOND
24.54%PIMCO ETF TR
Shares2.6K
Event2026-03-31
Filed2026-05-15
FDVV
13.98%FIDELITY COVINGTON TRUST
Shares4.4K
Event2026-03-31
Filed2026-05-15
KMI
-6.81%KINDER MORGAN INC DEL
Shares7.2K
Event2026-03-31
Filed2026-05-15
BN
0.13%BROOKFIELD CORP
Shares5.9K
Event2026-03-31
Filed2026-05-15
URA
11.69%GLOBAL X FDS
Shares5.0K
Event2026-03-31
Filed2026-05-15
PEP
-15.27%PEPSICO INC
Shares1.5K
Event2026-03-31
Filed2026-05-15
DIS
9.56%WALT DISNEY CO
Shares2.5K
Event2026-03-31
Filed2026-05-15
PTNQ
24.23%PACER FDS TR
Shares3.2K
Event2026-03-31
Filed2026-05-15
CALF
-8.22%PACER FDS TR
Shares5.2K
Event2026-03-31
Filed2026-05-15
AIO
28.57%VIRTUS ARTIFICIAL INTELLIGEN
Shares10.8K
Event2026-03-31
Filed2026-05-15
FANG
26.96%DIAMONDBACK ENERGY INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
SHY
-5.09%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-05-15
FNX
1.99%FIRST TR EXCHANGE-TRADED ALP
Shares1.7K
Event2026-03-31
Filed2026-05-15
EIPI
0.00%FIRST TR EXCHNG TRADED FD VI
Shares9.6K
Event2026-03-31
Filed2026-05-15
MGK
0.00%VANGUARD WORLD FD
Shares586
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
0.08%MEDTRONIC PLC
Shares2.5K
Event2026-03-31
Filed2026-05-15
MMM
0.07%3M CO
Shares1.5K
Event2026-03-31
Filed2026-05-15
VEA
67.26%VNGRD FTSE DEV MKTS ETF
Shares3.3K
Event2026-03-31
Filed2026-05-15
TOTL
8.94%SSGA ACTIVE ETF TR
Shares5.2K
Event2026-03-31
Filed2026-05-15
FDL
-8.69%FIRST TR EXCHANGE-TRADED FD
Shares4.0K
Event2026-03-31
Filed2026-05-15
CLM
0.00%CORNERSTONE STRATEGIC INVEST
Shares28.0K
Event2026-03-31
Filed2026-05-15
MCK
0.43%MCKESSON CORP
Shares232
Event2026-03-31
Filed2026-05-15
FXL
1.71%FIRST TR EXCHANGE-TRADED FD
Shares1.2K
Event2026-03-31
Filed2026-05-15
SILA
-10.44%SILA REALTY TRUST INC
Shares8.2K
Event2026-03-31
Filed2026-05-15
VXUS
87.11%VANGUARD STAR FDS
Shares2.5K
Event2026-03-31
Filed2026-05-15
VO
9.05%VANGUARD INDEX FDS
Shares663
Event2026-03-31
Filed2026-05-15
SHYM
0.00%BLACKROCK ETF TRUST II
Shares8.6K
Event2026-03-31
Filed2026-05-15
COPX
-19.94%GLOBAL X FDS
Shares2.4K
Event2026-03-31
Filed2026-05-15
FTSM
-3.49%FIRST TR EXCHANGE-TRADED FD
Shares3.1K
Event2026-03-31
Filed2026-05-15
CB
41.75%CHUBB LTD SWITZ
Shares567
Event2026-03-31
Filed2026-05-15
PTLC
0.00%PACER FDS TR
Shares3.5K
Event2026-03-31
Filed2026-05-15
WELL
-0.11%WELLTOWER INC
Shares924
Event2026-03-31
Filed2026-05-15
SRE
-8.52%SEMPRA
Shares1.9K
Event2026-03-31
Filed2026-05-15
SPTL
406.00%SPDR SERIES TRUST
Shares6.8K
Event2026-03-31
Filed2026-05-15
TMUS
96.08%T-MOBILE US INC
Shares851
Event2026-03-31
Filed2026-05-15
DE
-24.16%DEERE & CO
Shares317
Event2026-03-31
Filed2026-05-15
PNC
8.35%PNC FINL SVCS GROUP INC
Shares856
Event2026-03-31
Filed2026-05-15
WM
0.26%WASTE MGMT INC DEL
Shares769
Event2026-03-31
Filed2026-05-15
CRWD
-19.57%CROWDSTRIKE HLDGS INC
Shares452
Event2026-03-31
Filed2026-05-15
WFC
-1.88%WELLS FARGO & CO
Shares2.2K
Event2026-03-31
Filed2026-05-15
MCD
4.08%MCDONALDS CORP
Shares561
Event2026-03-31
Filed2026-05-15
EZU
NewISHARES INC
Shares2.8K
Event2026-03-31
Filed2026-05-15
LUV
0.00%SOUTHWEST AIRLS CO
Shares4.6K
Event2026-03-31
Filed2026-05-15
WES
6.19%WESTERN MIDSTREAM PARTNERS L
Shares4.2K
Event2026-03-31
Filed2026-05-15
BAC
0.49%BANK AMERICA CORP
Shares3.5K
Event2026-03-31
Filed2026-05-15
PUTNAM ETF TRUST
35.58%PUTNAM ETF TRUST
Shares23.4K
Event2026-03-31
Filed2026-05-15
VOLT
185.92%TEMA ETF TRUST
Shares4.9K
Event2026-03-31
Filed2026-05-15
KNG
NewFIRST TR EXCHANGE-TRADED FD
Shares3.4K
Event2026-03-31
Filed2026-05-15
VBK
-0.18%VANGUARD INDEX FDS
Shares549
Event2026-03-31
Filed2026-05-15
CVS
10.54%CVS HEALTH CORP
Shares2.3K
Event2026-03-31
Filed2026-05-15
UPS
-14.72%UNITED PARCEL SVCS INC
Shares1.7K
Event2026-03-31
Filed2026-05-15
CEG
6.85%CONSTELLATION ENERGY CORP
Shares577
Event2026-03-31
Filed2026-05-15
AXP
0.57%AMERICAN EXPRESS CO
Shares533
Event2026-03-31
Filed2026-05-15
DGRO
13.67%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-15
FSK
4.31%FS KKR CAP CORP
Shares15.5K
Event2026-03-31
Filed2026-05-15
WDC
273.08%WESTERN DIGITAL CORP
Shares582
Event2026-03-31
Filed2026-05-15
AGG
6.44%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-15
EIX
-11.43%EDISON INTL
Shares2.1K
Event2026-03-31
Filed2026-05-15
HYG
-10.40%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-05-15
MOAT
0.00%VANECK ETF TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-15
EOG
101.34%EOG RES INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
MSI
98.86%MOTOROLA SOLUTIONS INC
Shares350
Event2026-03-31
Filed2026-05-15
CRF
0.00%CORNERSTONE TOTAL RETURN FD
Shares21.8K
Event2026-03-31
Filed2026-05-15
MA
-22.82%MASTERCARD INCORPORATED
Shares301
Event2026-03-31
Filed2026-05-15
GILD
-14.19%GILEAD SCIENCES INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
DHR
80.60%DANAHER CORP DEL
Shares782
Event2026-03-31
Filed2026-05-15
BXSL
NewBLACKSTONE SECD LENDING FD
Shares6.2K
Event2026-03-31
Filed2026-05-15
CCB
0.00%COASTAL FINL CORP WA
Shares1.9K
Event2026-03-31
Filed2026-05-15
O
-2.47%REALTY INCOME CORP
Shares2.4K
Event2026-03-31
Filed2026-05-15
VTV
-24.36%VANGUARD INDEX FDS
Shares739
Event2026-03-31
Filed2026-05-15
EPD
1.85%ENTERPRISE PRODS PARTNERS L
Shares3.8K
Event2026-03-31
Filed2026-05-15
SPTM
0.00%SPDR SERIES TRUST
Shares1.8K
Event2026-03-31
Filed2026-05-15
XLK
-0.38%SELECT SECTOR SPDR TR
Shares1.1K
Event2026-03-31
Filed2026-05-15
DELL
0.00%DELL TECHNOLOGIES INC
Shares851
Event2026-03-31
Filed2026-05-15
IXUS
-12.56%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-15
IPAC
NewISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-15
ENB
0.24%ENBRIDGE INC
Shares2.5K
Event2026-03-31
Filed2026-05-15
DX
16.85%DYNEX CAP INC
Shares10.4K
Event2026-03-31
Filed2026-05-15
INFL
-16.72%LISTED FDS TR
Shares2.5K
Event2026-03-31
Filed2026-05-15
EXE
0.00%EXPAND ENERGY CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-05-15
SCHV
0.28%SCHWAB STRATEGIC TR
Shares4.3K
Event2026-03-31
Filed2026-05-15
NBXG
2.51%NEUBERGER NEXT GENERATION
Shares10.2K
Event2026-03-31
Filed2026-05-15
ANNALY CAPITAL MANAGEMENT IN
17.33%ANNALY CAPITAL MANAGEMENT IN
Shares6.2K
Event2026-03-31
Filed2026-05-15
AIRR
161.42%FIRST TR EXCHANGE TRADED FD
Shares1.2K
Event2026-03-31
Filed2026-05-15
MDLZ
0.00%MONDELEZ INTL INC
Shares2.2K
Event2026-03-31
Filed2026-05-15
BSV
-0.72%VANGUARD SHORT-TERM BOND ETF
Shares1.6K
Event2026-03-31
Filed2026-05-15
CIBR
141.72%FIRST TR EXCHANGE-TRADED FD
Shares2.0K
Event2026-03-31
Filed2026-05-15
THW
161.45%ABRDN WORLD HEALTHCARE FUND
Shares10.8K
Event2026-03-31
Filed2026-05-15
REGN
11.03%REGENERON PHARMACEUTICALS
Shares161
Event2026-03-31
Filed2026-05-15
SCHI
NewSCHWAB STRATEGIC TR
Shares5.5K
Event2026-03-31
Filed2026-05-15
CCJ
0.00%CAMECO CORP
Shares1.1K
Event2026-03-31
Filed2026-05-15
PMAR
0.00%INNOVATOR ETFS TRUST
Shares2.8K
Event2026-03-31
Filed2026-05-15
IGSB
-42.48%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-15
FG
0.00%F&G ANNUITIES &LIFE INC
Shares4.9K
Event2026-03-31
Filed2026-05-15
VIOV
0.00%VANGUARD ADMIRAL FDS INC
Shares1.2K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
0.00%EATON CORP PLC
Shares342
Event2026-03-31
Filed2026-05-15
XLY
0.00%SELECT SECTOR SPDR TR
Shares1.1K
Event2026-03-31
Filed2026-05-15
PLD
0.44%PROLOGIS INC.
Shares917
Event2026-03-31
Filed2026-05-15
COP
-12.75%CONOCOPHILLIPS
Shares917
Event2026-03-31
Filed2026-05-15
OKE
0.31%ONEOK INC NEW
Shares1.3K
Event2026-03-31
Filed2026-05-15
GRID
239.62%FIRST TR EXCHANGE-TRADED FD
Shares720
Event2026-03-31
Filed2026-05-15
IVW
0.00%ISHS S&P 500 GRWTH ETF
Shares1.0K
Event2026-03-31
Filed2026-05-15
MPC
0.00%MARATHON PETE CORP
Shares474
Event2026-03-31
Filed2026-05-15
QBTS
0.00%D-WAVE QUANTUM INC
Shares8.0K
Event2026-03-31
Filed2026-05-15
WPC
24.58%WP CAREY INC
Shares1.7K
Event2026-03-31
Filed2026-05-15
CAH
0.00%CARDINAL HEALTH INC
Shares541
Event2026-03-31
Filed2026-05-15
UNILEVER PLC
0.00%UNILEVER PLC
Shares2.0K
Event2026-03-31
Filed2026-05-15
GLAD
0.00%GLADSTONE CAP CORP
Shares6.5K
Event2026-03-31
Filed2026-05-15
EDOW
NewFIRST TR EXCHANGE-TRADED FD
Shares2.8K
Event2026-03-31
Filed2026-05-15
IVOG
0.00%VANGUARD ADMIRAL FDS INC
Shares895
Event2026-03-31
Filed2026-05-15
ACLS
0.00%AXCELIS TECHNOLOGIES INC
Shares1.2K
Event2026-03-31
Filed2026-05-15
DIA
-17.48%STATE STR SPDR DOW JONES IND
Shares236
Event2026-03-31
Filed2026-05-15
ABT
-0.09%ABBOTT LABORATORIES
Shares1.1K
Event2026-03-31
Filed2026-05-15
VYMI
0.00%VANGUARD WHITEHALL FDS
Shares1.1K
Event2026-03-31
Filed2026-05-15
QYLD
0.00%GLOBAL X FDS
Shares6.2K
Event2026-03-31
Filed2026-05-15
BDYN
16.01%BLACKROCK ETF TRUST
Shares4.3K
Event2026-03-31
Filed2026-05-15
MDY
-15.35%STATE STR SPDR S&P MIDCAP 40
Shares171
Event2026-03-31
Filed2026-05-15
IEFA
-2.20%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-15
JAZZ
0.00%JAZZ PHARMACEUTICALS PLC
Shares549
Event2026-03-31
Filed2026-05-15
ADBE
38.89%ADOBE INC
Shares425
Event2026-03-31
Filed2026-05-15
RWJ
137.08%INVESCO EXCH TRADED FD TR II
Shares2.0K
Event2026-03-31
Filed2026-05-15
QUAL
0.19%ISHARES TR
Shares534
Event2026-03-31
Filed2026-05-15
JXN
0.00%JACKSON FINANCIAL INC
Shares950
Event2026-03-31
Filed2026-05-15
KLAC
-1.45%KLA CORP
Shares68
Event2026-03-31
Filed2026-05-15
CGUI
NewCAPITAL GRP FIXED INCM ETF T
Shares4.0K
Event2026-03-31
Filed2026-05-15
TSN
7.30%TYSON FOODS INC
Shares1.6K
Event2026-03-31
Filed2026-05-15
SCHB
0.00%SCHWAB STRATEGIC TR
Shares4.0K
Event2026-03-31
Filed2026-05-15
CRS
0.40%CARPENTER TECHNOLOGY CORP
Shares252
Event2026-03-31
Filed2026-05-15
EFV
0.00%ISHS MSCI EAFE VAL ETF
Shares1.3K
Event2026-03-31
Filed2026-05-15
SPHY
-58.79%SPDR SERIES TRUST
Shares4.2K
Event2026-03-31
Filed2026-05-15
HWM
0.00%HOWMET AEROSPACE INC
Shares428
Event2026-03-31
Filed2026-05-15
F
-44.02%FORD MOTOR CO
Shares8.5K
Event2026-03-31
Filed2026-05-15
RSG
-3.46%REPUBLIC SVCS INC
Shares447
Event2026-03-31
Filed2026-05-15
PTY
0.00%PIMCO CORPORATE & INCOME OPP
Shares8.1K
Event2026-03-31
Filed2026-05-15
GEHC
0.07%GE HEALTHCARE TECHNOLOGIES I
Shares1.4K
Event2026-03-31
Filed2026-05-15
HTGC
0.00%HERCULES CAPITAL INC
Shares6.5K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD ETF
75.48%ISHARES GOLD ETF
Shares1.1K
Event2026-03-31
Filed2026-05-15
VIOG
0.00%VANGUARD ADMIRAL FDS INC
Shares772
Event2026-03-31
Filed2026-05-15
NSC
-4.56%NORFOLK SOUTHN CORP
Shares335
Event2026-03-31
Filed2026-05-15
FTGC
6.57%FIRST TR EXCHANGE TRAD FD VI
Shares3.3K
Event2026-03-31
Filed2026-05-15
SPHQ
-68.65%INVESCO EXCHANGE TRADED FD T
Shares1.3K
Event2026-03-31
Filed2026-05-15
OMC
-30.32%OMNICOM GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-05-15
GIS
-20.86%GENERAL MILLS INC
Shares2.5K
Event2026-03-31
Filed2026-05-15
IYY
0.00%ISHARES TR
Shares588
Event2026-03-31
Filed2026-05-15
VV
0.00%VANGUARD INDEX FDS
Shares311
Event2026-03-31
Filed2026-05-15
BARRICK MNG CORP
0.71%BARRICK MNG CORP
Shares2.3K
Event2026-03-31
Filed2026-05-15
PUTNAM ETF TRUST
0.00%PUTNAM ETF TRUST
Shares8.0K
Event2026-03-31
Filed2026-05-15
TROW
33.42%PRICE T ROWE GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-05-15
CGUS
0.00%CAPITAL GROUP CORE EQUITY ET
Shares2.4K
Event2026-03-31
Filed2026-05-15
PTMC
122.32%PACER FDS TR
Shares2.5K
Event2026-03-31
Filed2026-05-15
FCAL
0.49%FIRST TR EXCH TRADED FD III
Shares1.8K
Event2026-03-31
Filed2026-05-15
VICI
49.27%VICI PPTYS INC
Shares3.3K
Event2026-03-31
Filed2026-05-15
LQD
-84.54%ISHARES TR
Shares821
Event2026-03-31
Filed2026-05-15
IVE
0.00%ISHS S&P 500 VALUE ETF
Shares423
Event2026-03-31
Filed2026-05-15
VUG
17.34%VANGUARD INDEX FDS
Shares203
Event2026-03-31
Filed2026-05-15
CANADIAN PACIFIC KANSAS CITY
0.00%CANADIAN PACIFIC KANSAS CITY
Shares1.1K
Event2026-03-31
Filed2026-05-15
IEMG
5.86%ISHARES INC
Shares1.3K
Event2026-03-31
Filed2026-05-15
DOW
-4.55%DOW HLDGS INC
Shares2.1K
Event2026-03-31
Filed2026-05-15
USA
5.79%LIBERTY ALL STAR EQUITY FD
Shares15.7K
Event2026-03-31
Filed2026-05-15
WBD
1.93%WARNER BROS DISCOVERY INC
Shares3.2K
Event2026-03-31
Filed2026-05-15
FENI
0.73%FIDELITY COVINGTON TRUST
Shares2.3K
Event2026-03-31
Filed2026-05-15
HUM
0.00%HUMANA INC
Shares500
Event2026-03-31
Filed2026-05-15
SNOW
-8.01%SNOWFLAKE INC
Shares574
Event2026-03-31
Filed2026-05-15
NVS
1.98%NOVARTIS AG
Shares567
Event2026-03-31
Filed2026-05-15
LNG
0.66%CHENIERE ENERGY INC
Shares304
Event2026-03-31
Filed2026-05-15
MUB
4.80%ISHARES TR
Shares808
Event2026-03-31
Filed2026-05-15
BP
0.55%BP PLC
Shares1.8K
Event2026-03-31
Filed2026-05-15
VWO
-0.25%VANGUARD FTSE EMERGING MARKETS ETF
Shares1.6K
Event2026-03-31
Filed2026-05-15
DYNF
0.00%BLACKROCK ETF TRUST
Shares1.4K
Event2026-03-31
Filed2026-05-15
VRTX
12.65%VERTEX PHARMACEUTICALS INC
Shares187
Event2026-03-31
Filed2026-05-15
FLS
0.18%FLOWSERVE CORP
Shares1.1K
Event2026-03-31
Filed2026-05-15
AEP
4723.08%AMERICAN ELEC PWR CO INC
Shares627
Event2026-03-31
Filed2026-05-15
CGSD
-20.50%CAPITAL GRP FIXED INCM ETF T
Shares3.2K
Event2026-03-31
Filed2026-05-15
TIP
0.00%ISHARES TR
Shares737
Event2026-03-31
Filed2026-05-15
PRU
0.00%PRUDENTIAL FINL INC
Shares832
Event2026-03-31
Filed2026-05-15
SPDR SERIES TRUST
-9.12%SPDR SERIES TRUST
Shares847
Event2026-03-31
Filed2026-05-15
JIRE
-4.89%J P MORGAN EXCHANGE TRADED F
Shares1.1K
Event2026-03-31
Filed2026-05-15
AON PLC
-0.40%AON PLC
Shares250
Event2026-03-31
Filed2026-05-15
FE
NewFIRSTENERGY CORP
Shares1.6K
Event2026-03-31
Filed2026-05-15
VIOO
0.00%VANGUARD ADMIRAL FDS INC
Shares698
Event2026-03-31
Filed2026-05-15
BABA
-16.18%ALIBABA GROUP HLDG LTD
Shares637
Event2026-03-31
Filed2026-05-15
EES
0.07%WISDOMTREE TR
Shares1.4K
Event2026-03-31
Filed2026-05-15
IVOV
-2.15%VANGUARD ADMIRAL FDS INC
Shares772
Event2026-03-31
Filed2026-05-15
EWC
757.49%ISHARES INC
Shares1.4K
Event2026-03-31
Filed2026-05-15
IGIB
-53.71%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-15
SLB
50600.00%SLB LIMITED
Shares1.5K
Event2026-03-31
Filed2026-05-15
SPTS
96.33%SPDR SERIES TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-15
IWP
0.00%ISHARES TR
Shares606
Event2026-03-31
Filed2026-05-15
IWC
0.00%ISHARES TR
Shares485
Event2026-03-31
Filed2026-05-15
PEG
-7.09%PUBLIC SVC ENTERPRISE GROUP
Shares956
Event2026-03-31
Filed2026-05-15
EMR
33.11%EMERSON ELEC CO
Shares583
Event2026-03-31
Filed2026-05-15
JGRO
-10.00%J P MORGAN EXCHANGE TRADED F
Shares900
Event2026-03-31
Filed2026-05-15
VBR
-42.36%VANGUARD INDEX FDS
Shares347
Event2026-03-31
Filed2026-05-15
AIQ
30.24%GLOBAL X FDS
Shares1.6K
Event2026-03-31
Filed2026-05-15
VNQ
-17.14%VANGUARD INDEX FDS
Shares846
Event2026-03-31
Filed2026-05-15
SHEL
0.00%SHELL PLC
Shares800
Event2026-03-31
Filed2026-05-15
PSEP
0.00%INNOVATOR ETFS TRUST
Shares1.7K
Event2026-03-31
Filed2026-05-15
UTG
-51.87%REAVES UTIL INCOME FD
Shares1.9K
Event2026-03-31
Filed2026-05-15
EOS
0.00%EATON VANCE ENHANCED EQUITY
Shares3.5K
Event2026-03-31
Filed2026-05-15
ASTS
NewAST SPACEMOBILE INC
Shares872
Event2026-03-31
Filed2026-05-15
JMHI
-21.55%J P MORGAN EXCHANGE TRADED F
Shares1.4K
Event2026-03-31
Filed2026-05-15
PFL
0.00%PIMCO INCOME STRATEGY FD
Shares8.9K
Event2026-03-31
Filed2026-05-15
ETR
-49.32%ENTERGY CORP NEW
Shares632
Event2026-03-31
Filed2026-05-15
SQM
0.00%SOCIEDAD QUIMICA Y MINERA DE
Shares875
Event2026-03-31
Filed2026-05-15
PSF
0.00%COHEN & STEERS SELECT PFD &
Shares3.6K
Event2026-03-31
Filed2026-05-15
QNITY ELECTRONICS INC
0.00%QNITY ELECTRONICS INC
Shares604
Event2026-03-31
Filed2026-05-15
CFG
-27.66%CITIZENS FINL GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-05-15
FXG
-30.26%FIRST TR EXCHANGE-TRADED FD
Shares1.1K
Event2026-03-31
Filed2026-05-15
TRMB
209.30%TRIMBLE INC
Shares1.1K
Event2026-03-31
Filed2026-05-15
JPST
1.03%J P MORGAN EXCHANGE TRADED F
Shares1.4K
Event2026-03-31
Filed2026-05-15
ITOT
18.43%ISHARES TR
Shares482
Event2026-03-31
Filed2026-05-15
EWU
NewISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-15
CENCORA INC
0.46%CENCORA INC
Shares217
Event2026-03-31
Filed2026-05-15
IYF
0.00%ISHARES TR
Shares577
Event2026-03-31
Filed2026-05-15
BBDC
0.00%BARINGS BDC INC
Shares8.2K
Event2026-03-31
Filed2026-05-15
FITB
-23.88%FIFTH THIRD BANCORP
Shares1.4K
Event2026-03-31
Filed2026-05-15
TLH
0.00%ISHS 10-20 TRSRY ETF
Shares666
Event2026-03-31
Filed2026-05-15
SPDW
0.00%SPDR INDEX SHS FDS
Shares1.5K
Event2026-03-31
Filed2026-05-15
SPYG
0.00%SPDR SERIES TRUST
Shares680
Event2026-03-31
Filed2026-05-15
WSM
15.56%WILLIAMS SONOMA INC
Shares364
Event2026-03-31
Filed2026-05-15
RF
32.93%REGIONS FINANCIAL CORP NEW
Shares2.5K
Event2026-03-31
Filed2026-05-15
MBB
0.00%ISHS MBS ETF
Shares692
Event2026-03-31
Filed2026-05-15
FTGS
66.18%FIRST TR EXCHANGE-TRADED FD
Shares1.9K
Event2026-03-31
Filed2026-05-15
AXSM
93.50%AXSOME THERAPEUTICS INC.
Shares387
Event2026-03-31
Filed2026-05-15
VOOV
0.63%VANGUARD ADMIRAL FDS INC
Shares321
Event2026-03-31
Filed2026-05-15
IVT
4.53%INVENTRUST PPTYS CORP
Shares2.1K
Event2026-03-31
Filed2026-05-15
VST
0.00%VISTRA CORP
Shares427
Event2026-03-31
Filed2026-05-15
AB
0.00%ALLIANCEBERNSTEIN HLDG L P
Shares1.7K
Event2026-03-31
Filed2026-05-15
SOLSTICE ADVANCED MATLS INC
-3.47%SOLSTICE ADVANCED MATLS INC
Shares834
Event2026-03-31
Filed2026-05-15
CTSH
9.48%COGNIZANT TECHNOLOGY SOLUTIO
Shares1.0K
Event2026-03-31
Filed2026-05-15
BINC
0.00%BLACKROCK ETF TRUST II
Shares1.2K
Event2026-03-31
Filed2026-05-15
IDEV
18.85%ISHARES TR
Shares744
Event2026-03-31
Filed2026-05-15
ARMOUR RESIDENTIAL REIT INC
15.63%ARMOUR RESIDENTIAL REIT INC
Shares3.7K
Event2026-03-31
Filed2026-05-15
AWR
0.74%AMER STATES WTR CO
Shares815
Event2026-03-31
Filed2026-05-15
DVN
51.94%DEVON ENERGY CORP NEW
Shares1.2K
Event2026-03-31
Filed2026-05-15
ETHA
278.44%ISHARES ETHEREUM TR
Shares3.8K
Event2026-03-31
Filed2026-05-15
TCAF
0.00%T ROWE PRICE ETF INC
Shares1.7K
Event2026-03-31
Filed2026-05-15
IGR
0.00%CBRE GBL REAL ESTATE INC FD
Shares13.7K
Event2026-03-31
Filed2026-05-15
ET
-56.03%ENERGY TRANSFER L P
Shares3.1K
Event2026-03-31
Filed2026-05-15
IRT
0.00%INDEPENDENCE RLTY TR INC
Shares4.0K
Event2026-03-31
Filed2026-05-15
CDNS
0.00%CADENCE DESIGN SYSTEM INC
Shares213
Event2026-03-31
Filed2026-05-15
WMB
1.25%WILLIAMS COS INC
Shares810
Event2026-03-31
Filed2026-05-15
TFC
-0.55%TRUIST FINL CORP
Shares1.3K
Event2026-03-31
Filed2026-05-15
GUT
0.00%GABELLI UTIL TR
Shares9.6K
Event2026-03-31
Filed2026-05-15
LULU
96.86%LULULEMON ATHLETICA INC
Shares376
Event2026-03-31
Filed2026-05-15
BSY
0.19%BENTLEY SYS INC
Shares1.6K
Event2026-03-31
Filed2026-05-15
FXH
-16.07%FIRST TR EXCHANGE-TRADED FD
Shares517
Event2026-03-31
Filed2026-05-15
ZAP
0.00%GLOBAL X FDS
Shares1.8K
Event2026-03-31
Filed2026-05-15
PDT
0.00%HANCOCK JOHN PREM DIVID FD
Shares4.2K
Event2026-03-31
Filed2026-05-15
AMP
0.00%AMERIPRISE FINL INC
Shares125
Event2026-03-31
Filed2026-05-15
DUPONT DE NEMOURS INC
0.00%DUPONT DE NEMOURS INC
Shares1.2K
Event2026-03-31
Filed2026-05-15
UAL
0.00%UNITED AIRLS HLDGS INC
Shares595
Event2026-03-31
Filed2026-05-15
FTSD
229.51%FRANKLIN ETF TR
Shares603
Event2026-03-31
Filed2026-05-15
GNL
0.00%GLOBAL NET LEASE INC
Shares5.8K
Event2026-03-31
Filed2026-05-15
SNPS
44.68%SYNOPSYS INC
Shares136
Event2026-03-31
Filed2026-05-15
SFM
132.00%SPROUTS FMRS MKT INC
Shares696
Event2026-03-31
Filed2026-05-15
ICSH
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-15
PFN
0.00%PIMCO INCOME STRATEGY FD II
Shares7.6K
Event2026-03-31
Filed2026-05-15
SCHO
265.87%SCHWAB STRATEGIC TR
Shares2.2K
Event2026-03-31
Filed2026-05-15
MET
-25.30%METLIFE INC
Shares738
Event2026-03-31
Filed2026-05-15
AFL
-45.37%AFLAC INC
Shares472
Event2026-03-31
Filed2026-05-15
NAZ
0.00%NUVEEN ARIZONA QLTY MUN INC
Shares4.3K
Event2026-03-31
Filed2026-05-15
AMT
0.67%AMERICAN TOWER CORP
Shares299
Event2026-03-31
Filed2026-05-15
OMFS
3.27%INVESCO EXCH TRD SLF IDX FD
Shares1.1K
Event2026-03-31
Filed2026-05-15
AIZ
0.00%ASSURANT INC
Shares235
Event2026-03-31
Filed2026-05-15
NUE
-1.95%NUCOR CORP
Shares301
Event2026-03-31
Filed2026-05-15
BRTR
0.70%BLACKROCK ETF TRUST II
Shares1.0K
Event2026-03-31
Filed2026-05-15
PWZ
1.00%INVESCO EXCH TRADED FD TR II
Shares2.1K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
0.00%BLACKROCK INC
Shares52
Event2026-03-31
Filed2026-05-15
ESS
0.00%ESSEX PPTY TR INC
Shares208
Event2026-03-31
Filed2026-05-15
JPC
-26.04%NUVEEN PFD & INCOME OPPORTUN
Shares6.7K
Event2026-03-31
Filed2026-05-15
CTVA
0.00%CORTEVA INC
Shares599
Event2026-03-31
Filed2026-05-15
IAT
NewISHARES TR
Shares930
Event2026-03-31
Filed2026-05-15
XLV
0.00%SELECT SECTOR SPDR TR
Shares333
Event2026-03-31
Filed2026-05-15
VFH
0.00%VANGUARD WORLD FD
Shares400
Event2026-03-31
Filed2026-05-15
PGX
0.00%INVESCO EXCH TRADED FD TR II
Shares4.4K
Event2026-03-31
Filed2026-05-15
SCHZ
0.00%SCHWAB STRATEGIC TR
Shares2.1K
Event2026-03-31
Filed2026-05-15
AOS
-11.46%SMITH A O CORP
Shares726
Event2026-03-31
Filed2026-05-15
IAGG
0.00%ISHARES TR
Shares956
Event2026-03-31
Filed2026-05-15
XLI
0.00%SELECT SECTOR SPDR TR
Shares295
Event2026-03-31
Filed2026-05-15
SUSC
15.37%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-15
CHY
NewCALAMOS CONV & HIGH INCOME F
Shares4.3K
Event2026-03-31
Filed2026-05-15
CGGO
0.00%CAPITAL GROUP GBL GROWTH EQT
Shares1.4K
Event2026-03-31
Filed2026-05-15
ROK
0.00%ROCKWELL AUTOMATION INC
Shares130
Event2026-03-31
Filed2026-05-15
TOTALENERGIES SE
0.00%TOTALENERGIES SE
Shares500
Event2026-03-31
Filed2026-05-15
IXN
0.00%ISHARES TR
Shares464
Event2026-03-31
Filed2026-05-15
VGK
0.00%VANGUARD INTL EQUITY INDEX F
Shares560
Event2026-03-31
Filed2026-05-15
BUFZ
0.00%FIRST TR EXCHNG TRADED FD VI
Shares1.8K
Event2026-03-31
Filed2026-05-15
FPF
0.00%FIRST TR INTER DURATN PFD &
Shares2.6K
Event2026-03-31
Filed2026-05-15
FDN
-11.42%FIRST TR EXCHANGE-TRADED FD
Shares194
Event2026-03-31
Filed2026-05-15
SPSM
0.11%SPDR SERIES TRUST
Shares939
Event2026-03-31
Filed2026-05-15
KMB
-47.01%KIMBERLY-CLARK CORP
Shares469
Event2026-03-31
Filed2026-05-15
FTEC
NewFIDELITY COVINGTON TRUST
Shares216
Event2026-03-31
Filed2026-05-15
QPX
0.00%ADVISORSHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-15
INTU
19.77%INTUIT
Shares103
Event2026-03-31
Filed2026-05-15
EFG
-28.73%ISHARES MSCI EAFE GROWTH ETF
Shares397
Event2026-03-31
Filed2026-05-15
PKG
0.00%PACKAGING CORP AMER
Shares204
Event2026-03-31
Filed2026-05-15
LIT
0.00%GLOBAL X FDS
Shares580
Event2026-03-31
Filed2026-05-15
SHOP
-55.57%SHOPIFY INC
Shares363
Event2026-03-31
Filed2026-05-15
GNRC
NewGENERAC HLDGS INC
Shares220
Event2026-03-31
Filed2026-05-15
AIVI
0.13%WISDOMTREE TR
Shares789
Event2026-03-31
Filed2026-05-15
FSCO
-27.94%FS CREDIT OPPORTUNITIES CORP
Shares8.3K
Event2026-03-31
Filed2026-05-15
GDXJ
0.00%VANECK ETF TRUST
Shares352
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
-69.34%ARISTA NETWORKS INC
Shares344
Event2026-03-31
Filed2026-05-15
EMN
-9.36%EASTMAN CHEM CO
Shares552
Event2026-03-31
Filed2026-05-15
ZION
0.69%ZIONS BANCORPORATION NATL AS
Shares729
Event2026-03-31
Filed2026-05-15
MATX
0.00%MATSON INC
Shares256
Event2026-03-31
Filed2026-05-15
ADP
0.49%AUTOMATIC DATA PROCESSING IN
Shares206
Event2026-03-31
Filed2026-05-15
PTIN
NewPACER FDS TR
Shares1.3K
Event2026-03-31
Filed2026-05-15
FBT
-0.49%FIRST TR EXCHANGE-TRADED FD
Shares205
Event2026-03-31
Filed2026-05-15
SON
-54.18%SONOCO PRODS CO
Shares751
Event2026-03-31
Filed2026-05-15
HRL
85.94%HORMEL FOODS CORP
Shares1.8K
Event2026-03-31
Filed2026-05-15
AER
0.34%AERCAP HOLDINGS NV
Shares295
Event2026-03-31
Filed2026-05-15
SDY
0.00%SPDR SERIES TRUST
Shares275
Event2026-03-31
Filed2026-05-15
THE CIGNA GROUP
0.67%THE CIGNA GROUP
Shares150
Event2026-03-31
Filed2026-05-15
JHMM
0.00%JOHN HANCOCK EXCHANGE TRADED
Shares593
Event2026-03-31
Filed2026-05-15
CHI
0.00%CALAMOS CONV OPPORTUNITIES &
Shares3.7K
Event2026-03-31
Filed2026-05-15
NXPI
-29.82%NXP SEMICONDUCTORS N V
Shares200
Event2026-03-31
Filed2026-05-15
SYY
1.66%SYSCO CORP
Shares550
Event2026-03-31
Filed2026-05-15
DECK
585.96%DECKERS OUTDOOR CORP
Shares391
Event2026-03-31
Filed2026-05-15
ESGD
-12.90%ISHARES TR
Shares405
Event2026-03-31
Filed2026-05-15
GLTR
NewABRDN PRECIOUS METALS BASKET
Shares177
Event2026-03-31
Filed2026-05-15
OKLO
-39.06%OKLO INC
Shares780
Event2026-03-31
Filed2026-05-15
SCHF
103.40%SCHWAB STRATEGIC TR
Shares1.6K
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY HLDNGS PL
0.00%SEAGATE TECHNOLOGY HLDNGS PL
Shares98
Event2026-03-31
Filed2026-05-15
FV
13.82%FIRST TR EXCHANGE TRADED FD
Shares634
Event2026-03-31
Filed2026-05-15
HII
-76.83%HUNTINGTON INGALLS INDS INC
Shares101
Event2026-03-31
Filed2026-05-15
SHAG
NewWISDOMTREE TR
Shares802
Event2026-03-31
Filed2026-05-15
CLX
5.75%CLOROX CO DEL
Shares368
Event2026-03-31
Filed2026-05-15
DBC
0.00%INVESCO DB COMMDY INDX TRCK
Shares1.3K
Event2026-03-31
Filed2026-05-15
EBAY
0.00%EBAY INC.
Shares416
Event2026-03-31
Filed2026-05-15
FHLC
0.00%FIDELITY COVINGTON TRUST
Shares531
Event2026-03-31
Filed2026-05-15
ORLY
-52.63%OREILLY AUTOMOTIVE INC
Shares405
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
0.00%CITIGROUP INC
Shares327
Event2026-03-31
Filed2026-05-15
MDYV
0.00%SPDR SERIES TRUST
Shares435
Event2026-03-31
Filed2026-05-15
IJT
-43.33%ISHARES TR
Shares255
Event2026-03-31
Filed2026-05-15
IGF
-14.06%ISHARES TR
Shares550
Event2026-03-31
Filed2026-05-15
ATR
0.34%APTARGROUP INC
Shares291
Event2026-03-31
Filed2026-05-15
ITA
-7.26%ISHARES TR
Shares166
Event2026-03-31
Filed2026-05-15
UBER
0.00%UBER TECHNOLOGIES INC
Shares503
Event2026-03-31
Filed2026-05-15
DIVO
0.00%AMPLIFY ETF TR
Shares800
Event2026-03-31
Filed2026-05-15
ORA
77.78%ORMAT TECHNOLOGIES INC
Shares320
Event2026-03-31
Filed2026-05-15
SMR
53.53%NUSCALE PWR CORP
Shares3.3K
Event2026-03-31
Filed2026-05-15
SUSB
-4.04%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-15
RDVI
233.97%FIRST TR EXCHANGE-TRADED FD
Shares1.4K
Event2026-03-31
Filed2026-05-15
NVO
25.58%NOVO-NORDISK A S
Shares967
Event2026-03-31
Filed2026-05-15
BLD
NewTOPBUILD COR
Shares100
Event2026-03-31
Filed2026-05-15
BIL
0.00%SPDR SERIES TRUST
Shares383
Event2026-03-31
Filed2026-05-15
STIP
0.00%ISHARES TR
Shares338
Event2026-03-31
Filed2026-05-15
ROCKET LAB CORP
0.00%ROCKET LAB CORP
Shares542
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available