Sponsored
The Analysis of Anfield Capital Management, LLC's Holdings & P&L
Currently, Anfield Capital Management, LLC holds 715 types of securities in its portfolio with a total value $363.5M. In the most recent quarter, they have increased their positions in MBB (+82.5K shares, valued at $7.8M), XMVM (+117.1K shares, valued at $7.6M), AVUV (+47.3K shares, valued at $5.2M); decreased their positions in SMLF (-97.1K shares, valued at $7.3M), XMHQ (-68.3K shares, valued at $7.1M), JBBB (-92.8K shares, valued at $4.3M); initiated new positions in XMVM (+117.1K shares, valued at $7.6M), ISCG (+91.1K shares, valued at $5.0M), LITE (+5.8K shares, valued at $4.1M).
1M P&L
+14.0M+4.28%
3M P&L
+23.8M+7.50%
HY P&L
+38.5M+12.74%
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/A255.3M
83.1%
2Semiconductors5.9M
1.9%
3Aerospace & Defense4.9M
1.6%
Top Industries by Stock Count
1N/A233 stocks
42.8%
2Software - Application19 stocks
3.5%
3Utilities - Regulated Electric12 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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CALAMOS NASDAQ AUTOCALL ETF CALAMOS NASDAQ AUTOCALL ETF145.6K sharesnew addition2026-03-312026-05-12
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SPY
-2.51%SS SPDR S&P 500 ETF TRUST-US
Shares62.2K
Event2026-03-31
Filed2026-05-12
XLC
9.34%SS COMM SELECT SECTOR SPDR
Shares252.8K
Event2026-03-31
Filed2026-05-12
SOXX
9.11%ISHARES SEMICONDUCTOR ETF
Shares84.6K
Event2026-03-31
Filed2026-05-12
AESR
0.35%ANFIELD US EQUITY SECTOR ROT
Shares958.2K
Event2026-03-31
Filed2026-05-12
MBB
97.96%ISHARES MBS ETF
Shares166.8K
Event2026-03-31
Filed2026-05-12
ARKW
8.66%ARK NEXT GENERATION INTERNET
Shares103.4K
Event2026-03-31
Filed2026-05-12
IHE
9.84%ISHARES US PHARMACEUTICALS E
Shares129.6K
Event2026-03-31
Filed2026-05-12
LQD
10.79%ISHR IBX USD INVGD CB ETF-UI
Shares81.7K
Event2026-03-31
Filed2026-05-12
DXJ
8.99%WISDOMTREE JAPAN HEDGED EQ
Shares55.9K
Event2026-03-31
Filed2026-05-12
XMVM
NewINVESCO S&P MIDCAP VALUE WIT
Shares117.1K
Event2026-03-31
Filed2026-05-12
GOVT
21.70%ISHARES US TREASURY BOND ETF
Shares299.6K
Event2026-03-31
Filed2026-05-12
JAAA
8.67%JANUS HENDERSON AAA CLO ETF
Shares121.9K
Event2026-03-31
Filed2026-05-12
XLI
9.27%SS INDUSTRIAL SELECT SECTOR
Shares33.3K
Event2026-03-31
Filed2026-05-12
AVUV
51938.46%AVANTIS US SMALL CAP VALUE
Shares47.4K
Event2026-03-31
Filed2026-05-12
ISCG
NewISHARES MORNINGSTAR SMALL-CA
Shares91.1K
Event2026-03-31
Filed2026-05-12
HYG
15831.43%ISHR IBX USD HIYLD CB ETF-UI
Shares61.3K
Event2026-03-31
Filed2026-05-12
LMBS
8.65%FIRST TRUST LOW DURATION OPP
Shares85.0K
Event2026-03-31
Filed2026-05-12
LITE
NewLUMENTUM HOLDINGS INC
Shares5.8K
Event2026-03-31
Filed2026-05-12
XLY
9.34%SS CONSUMER DISC SELECT SECT
Shares37.2K
Event2026-03-31
Filed2026-05-12
NVDA
32.64%NVIDIA CORP
Shares23.1K
Event2026-03-31
Filed2026-05-12
CAIE
117.45%CALAMOS AUTOCALLABLE INC ETF
Shares158.5K
Event2026-03-31
Filed2026-05-12
CALAMOS NASDAQ AUTOCALL ETF
NewCALAMOS NASDAQ AUTOCALL ETF
Shares145.6K
Event2026-03-31
Filed2026-05-12
FJAN
-2.10%FT VEST U.S. EQUITY BUFFER E
Shares67.6K
Event2026-03-31
Filed2026-05-12
ROIV
0.42%ROIVANT SCIENCES LTD
Shares119.5K
Event2026-03-31
Filed2026-05-12
TIGO
0.00%MILLICOM INTL CELLULAR S.A.
Shares42.3K
Event2026-03-31
Filed2026-05-12
PSMO
-1.40%PACER SWAN SOS MOD OCT ETF
Shares99.4K
Event2026-03-31
Filed2026-05-12
MLPA
9.39%GLOBAL X MLP ETF
Shares54.8K
Event2026-03-31
Filed2026-05-12
IHI
9.43%ISHARES U.S. MEDICAL DEVICES
Shares54.2K
Event2026-03-31
Filed2026-05-12
GJAN
-0.79%FT VEST US EQUITY MODERATE B
Shares68.7K
Event2026-03-31
Filed2026-05-12
WWD
0.00%WOODWARD INC
Shares8.0K
Event2026-03-31
Filed2026-05-12
KBWB
9.40%INVESCO KBW BANK ETF
Shares35.8K
Event2026-03-31
Filed2026-05-12
RBC
0.00%RBC BEARINGS INC
Shares5.2K
Event2026-03-31
Filed2026-05-12
ANGLOGOLD ASHANTI PLC
0.00%ANGLOGOLD ASHANTI PLC
Shares28.1K
Event2026-03-31
Filed2026-05-12
HII
0.00%HUNTINGTON INGALLS INDUSTRIE
Shares7.1K
Event2026-03-31
Filed2026-05-12
PSMR
-5.99%PACER SWAN SOS MODERATE APR
Shares86.2K
Event2026-03-31
Filed2026-05-12
NEM
0.00%NEWMONT CORP
Shares23.3K
Event2026-03-31
Filed2026-05-12
IEF
-60.15%ISHARES 7-10 YEAR TREASURY B
Shares26.4K
Event2026-03-31
Filed2026-05-12
PSMD
77.05%PACER SWAN SOS MODERATE JANU
Shares77.8K
Event2026-03-31
Filed2026-05-12
AMD
0.00%ADVANCED MICRO DEVICES
Shares11.9K
Event2026-03-31
Filed2026-05-12
MSFT
53.10%MICROSOFT CORP
Shares6.4K
Event2026-03-31
Filed2026-05-12
XLU
9.34%ST SR UTL SL SE SPDR ETF-USD
Shares49.5K
Event2026-03-31
Filed2026-05-12
FAST
0.00%FASTENAL CO
Shares46.7K
Event2026-03-31
Filed2026-05-12
L
0.00%LOEWS CORP
Shares20.1K
Event2026-03-31
Filed2026-05-12
EA
0.00%ELECTRONIC ARTS INC
Shares10.4K
Event2026-03-31
Filed2026-05-12
AAPL
87.35%APPLE INC
Shares8.2K
Event2026-03-31
Filed2026-05-12
QXO
0.00%QXO INC
Shares106.2K
Event2026-03-31
Filed2026-05-12
GENERAL ELECTRIC
-0.49%GENERAL ELECTRIC
Shares7.1K
Event2026-03-31
Filed2026-05-12
NDAQ
0.00%NASDAQ INC
Shares23.3K
Event2026-03-31
Filed2026-05-12
ADFI
0.26%ANFIELD DYNAMIC FIXED INCOME
Shares215.7K
Event2026-03-31
Filed2026-05-12
NEU
0.00%NEWMARKET CORP
Shares2.7K
Event2026-03-31
Filed2026-05-12
PLTR
0.00%PALANTIR TECHNOLOGIES INC-A
Shares11.9K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC-CL B
227.51%BERKSHIRE HATHAWAY INC-CL B
Shares3.6K
Event2026-03-31
Filed2026-05-12
AMG
NewAFFILIATED MANAGERS GROUP
Shares6.2K
Event2026-03-31
Filed2026-05-12
GMAR
-0.60%FT VEST US EQUITY MODERATE B
Shares40.4K
Event2026-03-31
Filed2026-05-12
RKT
0.00%ROCKET COS INC-CLASS A
Shares112.6K
Event2026-03-31
Filed2026-05-12
VCIT
1774.18%VANGUARD INT-TERM CORPORATE
Shares18.9K
Event2026-03-31
Filed2026-05-12
FTEC
NewFIDELITY MSCI INFO TECH INDX
Shares7.3K
Event2026-03-31
Filed2026-05-12
RPHS
11.48%REGENTS PARK HEDGED MARKET
Shares145.3K
Event2026-03-31
Filed2026-05-12
VANGUARD S&P 500 ETF
0.39%VANGUARD S&P 500 ETF
Shares2.3K
Event2026-03-31
Filed2026-05-12
AMZN
44.25%AMAZON.COM INC
Shares6.2K
Event2026-03-31
Filed2026-05-12
GNOV
0.00%FT VEST US EQUITY MODERATE B
Shares31.5K
Event2026-03-31
Filed2026-05-12
ALPHABET INC-CL A
115.95%ALPHABET INC-CL A
Shares3.4K
Event2026-03-31
Filed2026-05-12
SCHX
0.29%SCHWAB US LARGE-CAP ETF
Shares32.8K
Event2026-03-31
Filed2026-05-12
MARM
-0.82%FTVESTUS MAX BUFF ETF MARCH
Shares23.0K
Event2026-03-31
Filed2026-05-12
COST
136.96%COSTCO WHOLESALE CORP
Shares718
Event2026-03-31
Filed2026-05-12
TMAR
5.04%FT VEST EME MAR BUF ETF - MA
Shares30.1K
Event2026-03-31
Filed2026-05-12
SPMD
-0.04%SS SPDR P S&P 400 MIDCAP ETF
Shares11.9K
Event2026-03-31
Filed2026-05-12
TSLA
98.22%TESLA INC
Shares1.8K
Event2026-03-31
Filed2026-05-12
ZNTL
13.15%ZENTALIS PHARMACEUTICALS INC
Shares274.5K
Event2026-03-31
Filed2026-05-12
YMAR
-0.83%FT VT INT EQU M B- MAR-US I
Shares22.2K
Event2026-03-31
Filed2026-05-12
FT VEST EM BUFF ETF DEC
NewFT VEST EM BUFF ETF DEC
Shares22.6K
Event2026-03-31
Filed2026-05-12
MUB
NewISHARES NATIONAL MUNI BOND E
Shares5.1K
Event2026-03-31
Filed2026-05-12
YDEC
NewFT VEST INTERNATIONAL EQUITY
Shares20.1K
Event2026-03-31
Filed2026-05-12
GAUG
-0.02%FT VEST US EQUITY MODERATE B
Shares12.8K
Event2026-03-31
Filed2026-05-12
GAPR
-2.38%FT VEST US EQUITY MODERATE B
Shares11.8K
Event2026-03-31
Filed2026-05-12
XOM
385.92%EXXON MOBIL CORP
Shares2.8K
Event2026-03-31
Filed2026-05-12
PSFM
0.00%PACER SWAN SOS FLEX APRIL
Shares14.0K
Event2026-03-31
Filed2026-05-12
CAT
843.08%CATERPILLAR INC
Shares613
Event2026-03-31
Filed2026-05-12
FDVV
NewFIDELITY HIGH DIVIDEND ETF
Shares7.8K
Event2026-03-31
Filed2026-05-12
META
56.25%META PLATFORMS INC-CLASS A
Shares725
Event2026-03-31
Filed2026-05-12
KEN
6.32%KENON HOLDINGS LTD
Shares5.0K
Event2026-03-31
Filed2026-05-12
TMUS
382.50%T-MOBILE US INC
Shares1.9K
Event2026-03-31
Filed2026-05-12
PSMJ
-16.55%PACER SWAN SOS MODERATE JULY
Shares11.6K
Event2026-03-31
Filed2026-05-12
JUNM
0.00%FT VEST US EQ MAX BUF JUNE
Shares10.7K
Event2026-03-31
Filed2026-05-12
LDUR
0.00%PIMCO ENHANCED LOW DURATION
Shares3.7K
Event2026-03-31
Filed2026-05-12
SBUX
199.69%STARBUCKS CORP
Shares3.9K
Event2026-03-31
Filed2026-05-12
QMMY
0.00%FT NDQ100 MOD BUFF ETF - MAY
Shares13.8K
Event2026-03-31
Filed2026-05-12
ARCC
10.08%ARES CAPITAL CORP
Shares17.8K
Event2026-03-31
Filed2026-05-12
QDEC
NewFT VEST NASDAQ-100 BUFFER ET
Shares10.1K
Event2026-03-31
Filed2026-05-12
IMNM
NewIMMUNOME INC
Shares13.6K
Event2026-03-31
Filed2026-05-12
SHOP
NewSHOPIFY INC - CLASS A
Shares2.5K
Event2026-03-31
Filed2026-05-12
JPM
177.27%JPMORGAN CHASE & CO
Shares976
Event2026-03-31
Filed2026-05-12
GLTR
0.00%ABRDN PRECIOUS METALS BASKET
Shares1.3K
Event2026-03-31
Filed2026-05-12
ASML
2512.50%ASML HOLDING NV-NY REG SHS
Shares209
Event2026-03-31
Filed2026-05-12
PSLV
0.00%SPROTT PHYSICAL SILVER TRUST
Shares10.9K
Event2026-03-31
Filed2026-05-12
SEPM
0.00%FT VEST US EQ MAX BUF SEP
Shares8.3K
Event2026-03-31
Filed2026-05-12
WMT
309.71%WALMART INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
FFEB
0.00%FT VEST US EQUITY BUFFER ETF
Shares4.7K
Event2026-03-31
Filed2026-05-12
LLY
903.57%ELI LILLY & CO
Shares281
Event2026-03-31
Filed2026-05-12
FEZ
0.00%STATE STREET SPDR EURO STOXX
Shares4.1K
Event2026-03-31
Filed2026-05-12
GS
1116.67%GOLDMAN SACHS GROUP INC
Shares292
Event2026-03-31
Filed2026-05-12
QCAP
-14.66%FT NSDQ100CONSBUFFETF - APR
Shares10.3K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TRUST SERIES 1
2.23%INVESCO QQQ TRUST SERIES 1
Shares413
Event2026-03-31
Filed2026-05-12
VTI
330.67%VANGUARD TOTAL STOCK MKT ETF
Shares702
Event2026-03-31
Filed2026-05-12
SMLF
-97.04%ISHARES US SMALLCAP EQUITY F
Shares3.0K
Event2026-03-31
Filed2026-05-12
GLD
118.07%SPDR GOLD SHARES
Shares519
Event2026-03-31
Filed2026-05-12
BHP
52.93%BHP GROUP LTD-SPON ADR
Shares3.0K
Event2026-03-31
Filed2026-05-12
GJUL
0.00%FT VEST US EQUITY MODERATE B
Shares5.3K
Event2026-03-31
Filed2026-05-12
BFEB
NewINNOVATOR U.S. EQUITY BUFFER
Shares4.5K
Event2026-03-31
Filed2026-05-12
MS
511.82%MORGAN STANLEY
Shares1.2K
Event2026-03-31
Filed2026-05-12
TSEP
0.00%FTVESTEMBUFFETFSEP
Shares8.4K
Event2026-03-31
Filed2026-05-12
YSEP
0.00%FT VST INT EQ MB ETF-USD INC
Shares7.7K
Event2026-03-31
Filed2026-05-12
FT LAD AUTOCALL BAR INC ETF
NewFT LAD AUTOCALL BAR INC ETF
Shares9.9K
Event2026-03-31
Filed2026-05-12
TSM
29350.00%TAIWAN SEMICONDUCTOR-SP ADR
Shares589
Event2026-03-31
Filed2026-05-12
XMHQ
-97.26%INVESCO S&P MIDCAP QUAL ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
V
321.15%VISA INC-CLASS A SHARES
Shares657
Event2026-03-31
Filed2026-05-12
PDI
282.70%PIMCO DYNAMIC INCOME FUND
Shares11.6K
Event2026-03-31
Filed2026-05-12
ACII
NewINNOVATOR INDEX AC IN ST ETF
Shares7.9K
Event2026-03-31
Filed2026-05-12
FCX
1111.19%FREEPORT-MCMORAN INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
FSCO
0.00%FS CREDIT OPPORTUNITIES CORP
Shares38.0K
Event2026-03-31
Filed2026-05-12
IVV
0.00%ISHARES CORE S&P 500 ETF
Shares292
Event2026-03-31
Filed2026-05-12
OBDC
0.00%BLUE OWL CAPITAL CORP
Shares17.2K
Event2026-03-31
Filed2026-05-12
JEPI
38.30%JPMORGAN EQUITY PREMIUM INCO
Shares3.3K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
2543.48%BROADCOM INC
Shares608
Event2026-03-31
Filed2026-05-12
BXSL
0.00%BLACKSTONE SECURED LENDING F
Shares7.9K
Event2026-03-31
Filed2026-05-12
AXP
2573.91%AMERICAN EXPRESS CO
Shares615
Event2026-03-31
Filed2026-05-12
SS SPDR BB HIGH YIELD BOND
0.00%SS SPDR BB HIGH YIELD BOND
Shares1.9K
Event2026-03-31
Filed2026-05-12
RTX
602.99%RTX CORP
Shares942
Event2026-03-31
Filed2026-05-12
MA
97.27%MASTERCARD INC - A
Shares361
Event2026-03-31
Filed2026-05-12
OCTM
0.00%FT VEST US EQ MAX BUF OCT
Shares5.4K
Event2026-03-31
Filed2026-05-12
VGIT
NewVANGUARD INTERMEDIATE-TERM T
Shares3.0K
Event2026-03-31
Filed2026-05-12
HYGH
4.21%ISHARES INT RATE HEDG HY ETF
Shares2.1K
Event2026-03-31
Filed2026-05-12
APH
0.00%AMPHENOL CORP-CL A
Shares1.4K
Event2026-03-31
Filed2026-05-12
MFIC
10.20%MIDCAP FINANCIAL INVESTMENT
Shares15.5K
Event2026-03-31
Filed2026-05-12
BKLN
4.13%INVESCO SENIOR LOAN ETF
Shares8.5K
Event2026-03-31
Filed2026-05-12
REM
NewISHARES MORTGAGE REAL ESTATE
Shares8.1K
Event2026-03-31
Filed2026-05-12
PBR
13.66%PETROLEO BRASILEIRO-SPON ADR
Shares8.3K
Event2026-03-31
Filed2026-05-12
SEIX
4.26%VIRTUS SEIX SENIOR LOAN ETF
Shares7.4K
Event2026-03-31
Filed2026-05-12
JBBB
-96.21%JANUS HENDERSON B-BBB CLO ET
Shares3.7K
Event2026-03-31
Filed2026-05-12
CEFS
1.36%SABA CLOSED END FUNDS ETF
Shares7.5K
Event2026-03-31
Filed2026-05-12
HD
675.76%HOME DEPOT INC
Shares512
Event2026-03-31
Filed2026-05-12
GDEC
0.00%FT VEST US EQUITY MODERATE B
Shares4.5K
Event2026-03-31
Filed2026-05-12
ARDC
9.00%ARES DYNAMIC CREDIT ALL
Shares13.7K
Event2026-03-31
Filed2026-05-12
PFFA
1.75%VIRTUS INFRACAP US PREF STCK
Shares8.2K
Event2026-03-31
Filed2026-05-12
BP
700.69%BP PLC-SPONS ADR
Shares3.5K
Event2026-03-31
Filed2026-05-12
MERCK & CO. INC.
320.75%MERCK & CO. INC.
Shares1.3K
Event2026-03-31
Filed2026-05-12
SHEL
5000.00%SHELL PLC-ADR
Shares1.7K
Event2026-03-31
Filed2026-05-12
SCHA
-25.29%SCHWAB US SMALL-CAP ETF
Shares5.3K
Event2026-03-31
Filed2026-05-12
IJR
NewISHARES CORE S&P SMALL-CAP E
Shares1.2K
Event2026-03-31
Filed2026-05-12
SAP
8910.00%SAP SE-SPONSORED ADR
Shares901
Event2026-03-31
Filed2026-05-12
FTSL
0.00%FIRST TRUST SENIOR LOAN ETF
Shares3.4K
Event2026-03-31
Filed2026-05-12
SQM
0.00%QUIMICA Y MINERA CHIL-SP ADR
Shares1.8K
Event2026-03-31
Filed2026-05-12
CVX
280.21%CHEVRON CORP
Shares711
Event2026-03-31
Filed2026-05-12
VGT
0.00%VANGUARD INFO TECH ETF
Shares208
Event2026-03-31
Filed2026-05-12
LPG
0.00%DORIAN LPG LTD
Shares4.1K
Event2026-03-31
Filed2026-05-12
AUGM
-26.85%FT VEST US EQ MAX BUF AUG
Shares4.0K
Event2026-03-31
Filed2026-05-12
EC
0.00%ECOPETROL SA-SPONSORED ADR
Shares9.0K
Event2026-03-31
Filed2026-05-12
GOCT
-0.03%FT VEST US EQUITY MODERATE B
Shares3.4K
Event2026-03-31
Filed2026-05-12
COP
676.38%CONOCOPHILLIPS
Shares986
Event2026-03-31
Filed2026-05-12
OSS
NewONE STOP SYSTEMS INC
Shares17.0K
Event2026-03-31
Filed2026-05-12
RIO
NewRIO TINTO PLC-SPON ADR
Shares1.3K
Event2026-03-31
Filed2026-05-12
TMO
118.42%THERMO FISHER SCIENTIFIC INC
Shares249
Event2026-03-31
Filed2026-05-12
UBS
NewUBS GROUP AG-REG
Shares3.0K
Event2026-03-31
Filed2026-05-12
EUFN
NewISHARES MSCI EUROPE FINANCIA
Shares3.3K
Event2026-03-31
Filed2026-05-12
NFLX
218.92%NETFLIX INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
DVN
-9.55%DEVON ENERGY CORP
Shares2.2K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
391.04%CITIGROUP INC
Shares987
Event2026-03-31
Filed2026-05-12
AGNC
0.00%AGNC INVESTMENT CORP
Shares11.1K
Event2026-03-31
Filed2026-05-12
GMAY
0.00%FT VEST U.S. EQUITY MODERATE
Shares2.7K
Event2026-03-31
Filed2026-05-12
ARI
-0.96%APOLLO COMMERCIAL REAL ESTAT
Shares10.4K
Event2026-03-31
Filed2026-05-12
SCHW
NewSCHWAB (CHARLES) CORP
Shares1.1K
Event2026-03-31
Filed2026-05-12
SONY
NewSONY GROUP CORP - SP ADR
Shares5.0K
Event2026-03-31
Filed2026-05-12
DMLP
0.00%DORCHESTER MINERALS LP
Shares3.8K
Event2026-03-31
Filed2026-05-12
MPLX
0.00%MPLX LP
Shares1.8K
Event2026-03-31
Filed2026-05-12
GSK PLC-SPON ADR
906.52%GSK PLC-SPON ADR
Shares1.9K
Event2026-03-31
Filed2026-05-12
HTGC
-36.20%HERCULES CAPITAL INC
Shares6.9K
Event2026-03-31
Filed2026-05-12
ISRG
1471.43%INTUITIVE SURGICAL INC
Shares220
Event2026-03-31
Filed2026-05-12
ALERIAN MLP ETF
NewALERIAN MLP ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
CSX
12794.74%CSX CORP
Shares2.5K
Event2026-03-31
Filed2026-05-12
DXCM
33.33%DEXCOM INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
FMDE
0.00%FIDELITY ENH MID CAP ETF
Shares2.8K
Event2026-03-31
Filed2026-05-12
ET
0.00%ENERGY TRANSFER LP
Shares5.2K
Event2026-03-31
Filed2026-05-12
BCSF
0.00%BAIN CAPITAL SPECIALTY FINAN
Shares8.0K
Event2026-03-31
Filed2026-05-12
JULM
0.00%FT VEST US EQ MAX BUF JULY
Shares2.9K
Event2026-03-31
Filed2026-05-12
FSK
0.00%FS KKR CAPITAL CORP
Shares9.4K
Event2026-03-31
Filed2026-05-12
YJUN
29.83%FT VEST INT EQ MODT ETF-JUNE
Shares3.7K
Event2026-03-31
Filed2026-05-12
BAC
887.69%BANK OF AMERICA CORP
Shares1.9K
Event2026-03-31
Filed2026-05-12
BCS
NewBARCLAYS PLC-SPONS ADR
Shares4.4K
Event2026-03-31
Filed2026-05-12
HSBC
NewHSBC HOLDINGS PLC-SPONS ADR
Shares1.1K
Event2026-03-31
Filed2026-05-12
DJT
NewTRUMP MEDIA & TECHNOLOGY GRO
Shares10.0K
Event2026-03-31
Filed2026-05-12
BIT
0.00%BLACKROCK MULTI-SECTOR INC
Shares7.4K
Event2026-03-31
Filed2026-05-12
PDO
0.00%PIMCO DYNAMIC INCOME OPPORT
Shares7.1K
Event2026-03-31
Filed2026-05-12
QQQI
0.00%NEOS NASDAQ-100 HIGH INC ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
TOTALENERGIES SE
NewTOTALENERGIES SE
Shares992
Event2026-03-31
Filed2026-05-12
CALM
-15.18%CAL-MAINE FOODS INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
BRSP
0.00%BRIGHTSPIRE CAPITAL INC
Shares15.6K
Event2026-03-31
Filed2026-05-12
KIO
0.00%KKR INCOME OPPORTUNITIES
Shares7.9K
Event2026-03-31
Filed2026-05-12
MUFG
NewMITSUBISHI UFJ FINL-SPON ADR
Shares5.1K
Event2026-03-31
Filed2026-05-12
LYG
NewLLOYDS BANKING GROUP PLC-ADR
Shares17.0K
Event2026-03-31
Filed2026-05-12
XLK
0.00%SS TECHNOLOGY SELECT SECTOR
Shares636
Event2026-03-31
Filed2026-05-12
JNJ
66.02%JOHNSON & JOHNSON
Shares342
Event2026-03-31
Filed2026-05-12
UNP
NewUNION PACIFIC CORP
Shares338
Event2026-03-31
Filed2026-05-12
CARR
28920.00%CARRIER GLOBAL CORP
Shares1.5K
Event2026-03-31
Filed2026-05-12
AVLV
0.00%AVANTIS US LARGE CAP VALUE
Shares994
Event2026-03-31
Filed2026-05-12
JCI
NewJOHNSON CONTROLS INTERNATION
Shares609
Event2026-03-31
Filed2026-05-12
FJUN
-0.07%FT VEST US EQUITY BUFF ETF-J
Shares1.4K
Event2026-03-31
Filed2026-05-12
MPW
0.00%MEDICAL PROPERTIES TRUST INC
Shares17.0K
Event2026-03-31
Filed2026-05-12
PG
126.16%PROCTER & GAMBLE CO/THE
Shares536
Event2026-03-31
Filed2026-05-12
VO
0.00%VANGUARD MID-CAP ETF
Shares267
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares385
Event2026-03-31
Filed2026-05-12
ABNB
0.00%AIRBNB INC-CLASS A
Shares600
Event2026-03-31
Filed2026-05-12
IXUS
1.18%ISHARES CORE INTL STOCK ETF
Shares857
Event2026-03-31
Filed2026-05-12
PFE
198.82%PFIZER INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
IIPR
0.00%INNOVATIVE INDUSTRIAL PROPER
Shares1.4K
Event2026-03-31
Filed2026-05-12
VGSH
0.00%VANGUARD SHORT-TERM TREASURY
Shares1.2K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
928.57%BLACKROCK INC
Shares72
Event2026-03-31
Filed2026-05-12
PCEF
0.00%INVESCO CEF INCOME COMPOSITE
Shares3.7K
Event2026-03-31
Filed2026-05-12
MMSI
0.00%MERIT MEDICAL SYSTEMS INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
TXN
-27.82%TEXAS INSTRUMENTS INC
Shares345
Event2026-03-31
Filed2026-05-12
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares173
Event2026-03-31
Filed2026-05-12
KO
139.61%COCA-COLA CO/THE
Shares865
Event2026-03-31
Filed2026-05-12
AJG
NewARTHUR J GALLAGHER & CO
Shares300
Event2026-03-31
Filed2026-05-12
ROP
0.00%ROPER TECHNOLOGIES INC
Shares182
Event2026-03-31
Filed2026-05-12
UNH
192.50%UNITEDHEALTH GROUP INC
Shares234
Event2026-03-31
Filed2026-05-12
SNY
NewSANOFI-ADR
Shares1.3K
Event2026-03-31
Filed2026-05-12
PCAR
2872.22%PACCAR INC
Shares535
Event2026-03-31
Filed2026-05-12
CMI
NewCUMMINS INC
Shares114
Event2026-03-31
Filed2026-05-12
DHR
NewDANAHER CORP
Shares322
Event2026-03-31
Filed2026-05-12
RY
NewROYAL BANK OF CANADA
Shares377
Event2026-03-31
Filed2026-05-12
CNQ
NewCANADIAN NATURAL RESOURCES
Shares1.2K
Event2026-03-31
Filed2026-05-12
EMD
0.00%WESTERN ASSET EMRG MRKT DBT
Shares5.8K
Event2026-03-31
Filed2026-05-12
SU
NewSUNCOR ENERGY INC
Shares861
Event2026-03-31
Filed2026-05-12
TJX
0.00%TJX COMPANIES INC
Shares348
Event2026-03-31
Filed2026-05-12
SPOT
5600.00%SPOTIFY TECHNOLOGY SA
Shares114
Event2026-03-31
Filed2026-05-12
VIG
0.00%VANGUARD DIVIDEND APPREC ETF
Shares257
Event2026-03-31
Filed2026-05-12
FAUG
0.00%FT VEST U.S. EQUITY BUFFER E
Shares1.1K
Event2026-03-31
Filed2026-05-12
SNDA
NewSONIDA SENIOR LIVING INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
BKNG
0.00%BOOKING HOLDINGS INC
Shares13
Event2026-03-31
Filed2026-05-12
INTU
0.00%INTUIT INC
Shares126
Event2026-03-31
Filed2026-05-12
NMAR
NewINNOVATOR GRW-100 PB ETF MAR
Shares1.9K
Event2026-03-31
Filed2026-05-12
SPYI
0.00%NEOS S&P 500 HIGH INCOME ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
ABT
285.93%ABBOTT LABORATORIES
Shares521
Event2026-03-31
Filed2026-05-12
DISV
NewDIMENSIONAL INTERNATIONAL SM
Shares1.4K
Event2026-03-31
Filed2026-05-12
PFL
0.00%PIMCO INCOME STRATEGY FUND
Shares6.7K
Event2026-03-31
Filed2026-05-12
IBIT
NewISHARES BITCOIN TRUST ETF
Shares1.4K
Event2026-03-31
Filed2026-05-12
LOW
0.00%LOWE'S COS INC
Shares224
Event2026-03-31
Filed2026-05-12
PHK
0.00%PIMCO HIGH INCOME FUND
Shares11.4K
Event2026-03-31
Filed2026-05-12
PAXS
0.00%PIMCO ACCESS INCOME FUND
Shares3.7K
Event2026-03-31
Filed2026-05-12
NFEB
NewINNOV GRW-100 POR BU ETF - F
Shares1.9K
Event2026-03-31
Filed2026-05-12
WDI
0.00%WESTERN ASSET DIVERS INC
Shares3.9K
Event2026-03-31
Filed2026-05-12
QYLD
-15.63%GLOBAL X NASD 100 COV CALL
Shares3.0K
Event2026-03-31
Filed2026-05-12
BCAT
0.00%BLACKROCK CAPITAL ALLOC TR
Shares3.7K
Event2026-03-31
Filed2026-05-12
IR
NewINGERSOLL-RAND INC
Shares647
Event2026-03-31
Filed2026-05-12
RYLD
0.00%GLOBAL X RUSSELL 2000 COV CL
Shares3.4K
Event2026-03-31
Filed2026-05-12
TM
NewTOYOTA MOTOR CORP -SPON ADR
Shares246
Event2026-03-31
Filed2026-05-12
EMR
341.38%EMERSON ELECTRIC CO
Shares384
Event2026-03-31
Filed2026-05-12
FTF
0.00%FRANKLIN LTD DUR INC TR
Shares8.6K
Event2026-03-31
Filed2026-05-12
GBIL
NewGOLDMAN SACHS ACCESS TREASUR
Shares475
Event2026-03-31
Filed2026-05-12
CLM
0.00%CORNERSTONE STRATEGIC INVEST
Shares6.5K
Event2026-03-31
Filed2026-05-12
DDOG
0.00%DATADOG INC - CLASS A
Shares400
Event2026-03-31
Filed2026-05-12
OEF
0.00%ISHARES S&P 100 ETF
Shares148
Event2026-03-31
Filed2026-05-12
DE
654.55%DEERE & CO
Shares83
Event2026-03-31
Filed2026-05-12
BA
146.32%BOEING CO/THE
Shares234
Event2026-03-31
Filed2026-05-12
CRF
0.00%CORNERSTONE TOTAL RETURN
Shares6.7K
Event2026-03-31
Filed2026-05-12
SCUS
0.00%SCHWAB ULTRA-SHORT INC ETF
Shares1.8K
Event2026-03-31
Filed2026-05-12
ABRDN PHYSICAL GOLD SHARES
0.00%ABRDN PHYSICAL GOLD SHARES
Shares1.0K
Event2026-03-31
Filed2026-05-12
FRA
0.00%BLACKROCK FLTNG RT INC STRAT
Shares4.0K
Event2026-03-31
Filed2026-05-12
AAAU
0.00%GOLDMAN SACHS PHYSICAL GOLD
Shares950
Event2026-03-31
Filed2026-05-12
BIL
0.00%SS SPDR BB 1-3M T-BILL ETF
Shares474
Event2026-03-31
Filed2026-05-12
NVS
NewNOVARTIS AG-SPONSORED ADR
Shares284
Event2026-03-31
Filed2026-05-12
PHB
0.00%INVESCO BLOOMBERG ENHANCED F
Shares2.4K
Event2026-03-31
Filed2026-05-12
BAMG
0.00%BROOKSTONE GROWTH STOCK ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC-SPONSORED ADR
NewUNILEVER PLC-SPONSORED ADR
Shares739
Event2026-03-31
Filed2026-05-12
SHW
0.00%SHERWIN-WILLIAMS CO/THE
Shares129
Event2026-03-31
Filed2026-05-12
SVOL
0.00%SIMPLIFY VOLATILITY PREMIUM
Shares2.7K
Event2026-03-31
Filed2026-05-12
XDTE
0.00%ROUNDHI S&P 500 0DTE CCS ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
GOF
0.00%GUGGENHEIM STRATEGIC OPPORT
Shares3.7K
Event2026-03-31
Filed2026-05-12
IEP
0.00%ICAHN ENTERPRISES LP
Shares5.3K
Event2026-03-31
Filed2026-05-12
ORCL
1078.26%ORACLE CORP
Shares271
Event2026-03-31
Filed2026-05-12
PEP
187.50%PEPSICO INC
Shares253
Event2026-03-31
Filed2026-05-12
CALAMOS BITCOIN 80 STR-JUL
0.00%CALAMOS BITCOIN 80 STR-JUL
Shares2.0K
Event2026-03-31
Filed2026-05-12
BAMV
0.00%BROOKSTONE VALUE STOCK ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
QDTE
0.00%ROUNDHILL INNOVATION-100 0DT
Shares1.4K
Event2026-03-31
Filed2026-05-12
BAMD
0.00%BROOKSTONE DIV STOCK ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
SPGI
0.00%S&P GLOBAL INC
Shares86
Event2026-03-31
Filed2026-05-12
UPST
0.00%UPSTART HOLDINGS INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
ITW
NewILLINOIS TOOL WORKS
Shares139
Event2026-03-31
Filed2026-05-12
AIVL
NewWISDOMTREE US AI ENHANCED VA
Shares309
Event2026-03-31
Filed2026-05-12
PMAR
155.91%INNOVATOR U.S. EQUITY POWER
Shares801
Event2026-03-31
Filed2026-05-12
ING
1143.64%ING GROEP N.V.-SPONSORED ADR
Shares1.4K
Event2026-03-31
Filed2026-05-12
QCOM
198.91%QUALCOMM INC
Shares275
Event2026-03-31
Filed2026-05-12
DJUN
-3.03%FT VEST US EQUITY DEEP BUFFE
Shares736
Event2026-03-31
Filed2026-05-12
MELI
NewMERCADOLIBRE INC
Shares20
Event2026-03-31
Filed2026-05-12
T
-8.80%AT&T INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
TLT
0.00%ISHARES 20 YEAR TREASURY BD
Shares395
Event2026-03-31
Filed2026-05-12
NOW
NewSERVICENOW INC
Shares320
Event2026-03-31
Filed2026-05-12
SPTM
0.00%SS SPDR P S&P 1500 COMP ETF
Shares422
Event2026-03-31
Filed2026-05-12
OKLO
0.00%OKLO INC
Shares671
Event2026-03-31
Filed2026-05-12
IWP
0.00%ISHARES RUSSELL MID-CAP GROW
Shares258
Event2026-03-31
Filed2026-05-12
DB
NewDEUTSCHE BANK AG-REGISTERED
Shares1.1K
Event2026-03-31
Filed2026-05-12
BMAR
NewINNOVATOR U.S. EQUITY BUFFER
Shares627
Event2026-03-31
Filed2026-05-12
BND
NewVANGUARD TOTAL BOND MARKET
Shares433
Event2026-03-31
Filed2026-05-12
BR
0.00%BROADRIDGE FINANCIAL SOLUTIO
Shares196
Event2026-03-31
Filed2026-05-12
EQNR
234.38%EQUINOR ASA-SPON ADR
Shares749
Event2026-03-31
Filed2026-05-12
UCTT
NewULTRA CLEAN HOLDINGS INC
Shares500
Event2026-03-31
Filed2026-05-12
SAN
3925.37%BANCO SANTANDER SA-SPON ADR
Shares2.7K
Event2026-03-31
Filed2026-05-12
ULTA
0.00%ULTA BEAUTY INC
Shares58
Event2026-03-31
Filed2026-05-12
SPSB
NewSS SPDR P ST C CORP ETF
Shares1.0K
Event2026-03-31
Filed2026-05-12
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares331
Event2026-03-31
Filed2026-05-12
VCLT
0.00%VANGUARD LONG-TERM CORP BOND
Shares397
Event2026-03-31
Filed2026-05-12
CPRT
0.00%COPART INC
Shares876
Event2026-03-31
Filed2026-05-12
VEA
0.00%VANGUARD FTSE DEVELOPED ETF
Shares449
Event2026-03-31
Filed2026-05-12
KHC
0.00%KRAFT HEINZ CO/THE
Shares1.3K
Event2026-03-31
Filed2026-05-12
CROWN CASTLE INC
400.00%CROWN CASTLE INC
Shares350
Event2026-03-31
Filed2026-05-12
SYK
2766.67%STRYKER CORP
Shares86
Event2026-03-31
Filed2026-05-12
FDIS
NewFIDELITY MSCI CONS DISCR IND
Shares300
Event2026-03-31
Filed2026-05-12
VZ
-53.77%VERIZON COMMUNICATIONS INC
Shares534
Event2026-03-31
Filed2026-05-12
BBVA
779.29%BANCO BILBAO VIZCAYA-SP ADR
Shares1.2K
Event2026-03-31
Filed2026-05-12
VWO
0.00%VANGUARD FTSE EMERGING MARKE
Shares488
Event2026-03-31
Filed2026-05-12
RDVY
0.00%FIRST TRUST RISING DIVIDEND
Shares375
Event2026-03-31
Filed2026-05-12
XBI
NewSS SPDR S&P BIOTECH ETF
Shares200
Event2026-03-31
Filed2026-05-12
WY
332.22%WEYERHAEUSER CO
Shares1.0K
Event2026-03-31
Filed2026-05-12
SMR
0.43%NUSCALE POWER CORP
Shares2.3K
Event2026-03-31
Filed2026-05-12
DFAE
0.00%DIMENSIONAL EMERGING CORE EQ
Shares739
Event2026-03-31
Filed2026-05-12
TTD
0.00%TRADE DESK INC/THE -CLASS A
Shares1.1K
Event2026-03-31
Filed2026-05-12
MKL
0.00%MARKEL GROUP INC
Shares13
Event2026-03-31
Filed2026-05-12
BCI
0.00%ABRDN BLOOMBERG ALL COMMODIT
Shares1.0K
Event2026-03-31
Filed2026-05-12
BUD
2266.67%ANHEUSER-BUSCH INBEV-SPN ADR
Shares355
Event2026-03-31
Filed2026-05-12
TSLL
0.00%DIRX DLY TSLA BUL 2X ETF-AUI
Shares2.0K
Event2026-03-31
Filed2026-05-12
VDE
0.00%VANGUARD ENERGY ETF
Shares140
Event2026-03-31
Filed2026-05-12
HRTX
0.00%HERON THERAPEUTICS INC
Shares30.0K
Event2026-03-31
Filed2026-05-12
HWM
3333.33%HOWMET AEROSPACE INC
Shares103
Event2026-03-31
Filed2026-05-12
VOT
0.00%VANGUARD MID-CAP GROWTH ETF
Shares91
Event2026-03-31
Filed2026-05-12
GFEB
0.00%FT VEST US EQUITY MODERATE B
Shares545
Event2026-03-31
Filed2026-05-12
KMAR
NewINVTR US S CP PR BFR ETF - M
Shares757
Event2026-03-31
Filed2026-05-12
IMAR
NewINNOVATOR INTDEVPOW BUF-MAR
Shares755
Event2026-03-31
Filed2026-05-12
MO
-38.96%ALTRIA GROUP INC
Shares329
Event2026-03-31
Filed2026-05-12
HMC
NewHONDA MOTOR CO LTD-SPONS ADR
Shares865
Event2026-03-31
Filed2026-05-12
HYLS
NewFT TACTICAL HIGH YIELD ETF
Shares517
Event2026-03-31
Filed2026-05-12
HELO
0.00%JPMORGAN HEDGED EQUITY ETF
Shares319
Event2026-03-31
Filed2026-05-12
ADP
0.00%AUTOMATIC DATA PROCESSING
Shares100
Event2026-03-31
Filed2026-05-12
ADBE
492.86%ADOBE INC
Shares83
Event2026-03-31
Filed2026-05-12
XLP
0.00%SS CONSUMER STAPLES SEL SECT
Shares246
Event2026-03-31
Filed2026-05-12
STERIS PLC
0.00%STERIS PLC
Shares91
Event2026-03-31
Filed2026-05-12
ADSK
NewAUTODESK INC
Shares84
Event2026-03-31
Filed2026-05-12
PNC
-1.05%PNC FINANCIAL SERVICES GROUP
Shares94
Event2026-03-31
Filed2026-05-12
RWL
0.00%INVESCO S&P 500 REVENUE ETF
Shares170
Event2026-03-31
Filed2026-05-12
SCHG
0.00%SCHWAB US LARGE-CAP GROWTH
Shares648
Event2026-03-31
Filed2026-05-12
GSL
NewGLOBAL SHIP LEASE INC-CL A
Shares503
Event2026-03-31
Filed2026-05-12
ABBV
0.00%ABBVIE INC
Shares85
Event2026-03-31
Filed2026-05-12
FBTC
0.00%FIDELITY WISE ORIGIN BITCOIN
Shares300
Event2026-03-31
Filed2026-05-12
BLD
NewTOPBUILD CORP
Shares50
Event2026-03-31
Filed2026-05-12
VWOB
0.00%VANGUARD EMERG MKTS GOV BND
Shares264
Event2026-03-31
Filed2026-05-12
RC
0.00%READY CAPITAL CORP
Shares10.2K
Event2026-03-31
Filed2026-05-12
COWG
0.00%PACER US LRG CAP COWS GR LD
Shares486
Event2026-03-31
Filed2026-05-12
EGO
0.00%ELDORADO GOLD CORP
Shares468
Event2026-03-31
Filed2026-05-12
TOTL
0.00%SS DOUBLELINE TR TACT ETF
Shares404
Event2026-03-31
Filed2026-05-12
DIS
-44.85%WALT DISNEY CO/THE
Shares166
Event2026-03-31
Filed2026-05-12
DFAI
0.00%DIMENSIONAL INTERNATIONAL CO
Shares410
Event2026-03-31
Filed2026-05-12
ISHARES GOLD TRUST
NewISHARES GOLD TRUST
Shares181
Event2026-03-31
Filed2026-05-12
VXUS
NewVANGUARD TOTAL INTL STOCK
Shares206
Event2026-03-31
Filed2026-05-12
SCHF
NewSCHWAB INTL EQUITY ETF
Shares641
Event2026-03-31
Filed2026-05-12
IWY
0.00%ISHARES RUSSELL TOP 200 GROW
Shares63
Event2026-03-31
Filed2026-05-12
LMT
-36.59%LOCKHEED MARTIN CORP
Shares26
Event2026-03-31
Filed2026-05-12
FPE
NewFT-PREFERRED SECUR & INC ETF
Shares877
Event2026-03-31
Filed2026-05-12
CRM
203.70%SALESFORCE INC
Shares82
Event2026-03-31
Filed2026-05-12
WMB
-35.69%WILLIAMS COS INC
Shares209
Event2026-03-31
Filed2026-05-12
WFC
0.00%WELLS FARGO & CO
Shares189
Event2026-03-31
Filed2026-05-12
ATLASSIAN CORP-CL A
NewATLASSIAN CORP-CL A
Shares220
Event2026-03-31
Filed2026-05-12
JIRE
0.00%JPMORGAN INT RES ENH EQTY
Shares198
Event2026-03-31
Filed2026-05-12
XLV
0.00%SS HEALTH CARE SELECT SECTOR
Shares102
Event2026-03-31
Filed2026-05-12
DIVB
0.00%ISHARES CORE DIVIDEND ETF
Shares274
Event2026-03-31
Filed2026-05-12
PJUL
0.00%INNOVATOR U.S. EQUITY POWER
Shares319
Event2026-03-31
Filed2026-05-12
PRU
0.00%PRUDENTIAL FINANCIAL INC
Shares150
Event2026-03-31
Filed2026-05-12
PAUG
0.00%INNOVATOR U.S. EQUITY POWER
Shares342
Event2026-03-31
Filed2026-05-12
DAC
NewDANAOS CORP
Shares128
Event2026-03-31
Filed2026-05-12
DFSU
0.00%DIMENSIONAL US SUS CORE1 ETF
Shares350
Event2026-03-31
Filed2026-05-12
CCJ
0.00%CAMECO CORP
Shares132
Event2026-03-31
Filed2026-05-12
PSCW
0.00%PACER SWAN SOS CONSERV APR
Shares500
Event2026-03-31
Filed2026-05-12
PSEP
0.00%INNOVATOR U.S. EQUITY POWER
Shares329
Event2026-03-31
Filed2026-05-12
NATWEST GROUP PLC -SPON ADR
NewNATWEST GROUP PLC -SPON ADR
Shares945
Event2026-03-31
Filed2026-05-12
CBOE
0.00%CBOE GLOBAL MARKETS INC
Shares50
Event2026-03-31
Filed2026-05-12
PJAN
0.00%INNOVATOR U.S. EQUITY POWER
Shares304
Event2026-03-31
Filed2026-05-12
PMAY
0.00%INNOVATOR U.S. EQUITY POWER
Shares350
Event2026-03-31
Filed2026-05-12
VBK
0.00%VANGUARD SMALL-CAP GRWTH ETF
Shares46
Event2026-03-31
Filed2026-05-12
FDX
0.00%FEDEX CORP
Shares39
Event2026-03-31
Filed2026-05-12
PFEB
0.00%INNOVATOR U.S. EQUITY POWER
Shares345
Event2026-03-31
Filed2026-05-12
POCT
0.00%INNOVATOR U.S. EQUITY POWER
Shares318
Event2026-03-31
Filed2026-05-12
PDEC
0.00%INNOVATOR U.S. EQUITY POWER
Shares322
Event2026-03-31
Filed2026-05-12
PJUN
0.00%INNOVATOR U.S. EQUITY POWER
Shares327
Event2026-03-31
Filed2026-05-12
PAPR
0.00%INNOVATOR U.S. EQUITY POWER
Shares340
Event2026-03-31
Filed2026-05-12
FHLC
NewFIDELITY MSCI HEALTH CARE
Shares191
Event2026-03-31
Filed2026-05-12
MDLZ
0.00%MONDELEZ INTERNATIONAL INC-A
Shares233
Event2026-03-31
Filed2026-05-12
VFH
0.00%VANGUARD FINANCIALS ETF
Shares111
Event2026-03-31
Filed2026-05-12
CORPAY INC
0.00%CORPAY INC
Shares46
Event2026-03-31
Filed2026-05-12
CTAS
0.00%CINTAS CORP
Shares79
Event2026-03-31
Filed2026-05-12
AOS
NewSMITH (A.O.) CORP
Shares202
Event2026-03-31
Filed2026-05-12
BNDX
NewVANGUARD TOTAL INTL BOND ETF
Shares273
Event2026-03-31
Filed2026-05-12
PNOV
0.00%INNOVATOR U.S. EQUITY POWER
Shares317
Event2026-03-31
Filed2026-05-12
RVT
NewROYCE SMALL-CAP TRUST INC
Shares779
Event2026-03-31
Filed2026-05-12
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares51
Event2026-03-31
Filed2026-05-12
BAMY
0.00%BROOKSTONE YIELD ETF
Shares457
Event2026-03-31
Filed2026-05-12
KT
NewKT CORP-SP ADR
Shares579
Event2026-03-31
Filed2026-05-12
BAMA
0.00%BROOKSTONE ACTIVE ETF
Shares372
Event2026-03-31
Filed2026-05-12
VHT
0.00%VANGUARD HEALTH CARE ETF
Shares45
Event2026-03-31
Filed2026-05-12
SCHR
0.00%SCHWAB INTERMEDIATE-TERM US
Shares490
Event2026-03-31
Filed2026-05-12
GNL
NewGLOBAL NET LEASE INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
ALPHABET INC-CL C
-36.36%ALPHABET INC-CL C
Shares42
Event2026-03-31
Filed2026-05-12
BWMX
NewBETTERWARE DE MEXICO SAPI DE
Shares713
Event2026-03-31
Filed2026-05-12
SCHZ
0.19%SCHWAB US AGGREGATE BOND ETF
Shares517
Event2026-03-31
Filed2026-05-12
COF
NewCAPITAL ONE FINANCIAL CORP
Shares65
Event2026-03-31
Filed2026-05-12
PHG
NewKONINKLIJKE PHILIPS NVR- NY
Shares431
Event2026-03-31
Filed2026-05-12
BAMO
0.00%BROOKSTONE OPPORTUNITIES ETF
Shares371
Event2026-03-31
Filed2026-05-12
XLF
0.00%SS FINANCIAL SELECT SECTOR
Shares238
Event2026-03-31
Filed2026-05-12
IJJ
0.00%ISHARES S&P MID-CAP 400 VALU
Shares88
Event2026-03-31
Filed2026-05-12
HYT
0.00%BLACKROCK CORP HI YLD
Shares1.4K
Event2026-03-31
Filed2026-05-12
PM
-64.97%PHILIP MORRIS INTERNATIONAL
Shares69
Event2026-03-31
Filed2026-05-12
IXJ
0.00%ISHARES GLOBAL HEALTHCARE ET
Shares120
Event2026-03-31
Filed2026-05-12
CME
-66.37%CME GROUP INC
Shares38
Event2026-03-31
Filed2026-05-12
FCOM
0.00%FIDELITY MSCI COMM SERV INDX
Shares163
Event2026-03-31
Filed2026-05-12
MFC
NewMANULIFE FINANCIAL CORP
Shares321
Event2026-03-31
Filed2026-05-12
INVESCO S&P 500 LOW VOLATILI
NewINVESCO S&P 500 LOW VOLATILI
Shares151
Event2026-03-31
Filed2026-05-12
SO
-82.67%SOUTHERN CO/THE
Shares114
Event2026-03-31
Filed2026-05-12
SRLN
0.00%SS BLACKSTONE SR LOAN ETF
Shares274
Event2026-03-31
Filed2026-05-12
VIS
0.00%VANGUARD INDUSTRIALS ETF
Shares35
Event2026-03-31
Filed2026-05-12
GPC
NewGENUINE PARTS CO
Shares102
Event2026-03-31
Filed2026-05-12
CSCO
-71.34%CISCO SYSTEMS INC
Shares139
Event2026-03-31
Filed2026-05-12
BSX
943.75%BOSTON SCIENTIFIC CORP
Shares167
Event2026-03-31
Filed2026-05-12
MRP
NewMILLROSE PROPERTIES
Shares366
Event2026-03-31
Filed2026-05-12
SKYY
0.00%FIRST TRUST CLOUD COMPUTING
Shares93
Event2026-03-31
Filed2026-05-12
VGK
0.00%VANGUARD FTSE EUROPE ETF
Shares123
Event2026-03-31
Filed2026-05-12
SNA
NewSNAP-ON INC
Shares28
Event2026-03-31
Filed2026-05-12
USB
-53.03%US BANCORP
Shares194
Event2026-03-31
Filed2026-05-12
DLR
-25.68%DIGITAL REALTY TRUST INC
Shares55
Event2026-03-31
Filed2026-05-12
SPG
0.00%SIMON PROPERTY GROUP INC
Shares53
Event2026-03-31
Filed2026-05-12
DFIC
NewDIMENSIONAL INTERNATIONAL CO
Shares277
Event2026-03-31
Filed2026-05-12
VCTR
NewVICTORY CAPITAL HOLDING - A
Shares150
Event2026-03-31
Filed2026-05-12
PSX
0.00%PHILLIPS 66
Shares53
Event2026-03-31
Filed2026-05-12
AFIF
0.39%ANFIELD UNIVERSAL FIXED INCO
Shares1.0K
Event2026-03-31
Filed2026-05-12
PYPL
156.63%PAYPAL HOLDINGS INC
Shares213
Event2026-03-31
Filed2026-05-12
CPA
NewCOPA HOLDINGS SA-CLASS A
Shares83
Event2026-03-31
Filed2026-05-12
MDYG
0.00%SS SPDR S&P 400 MC GR ETF
Shares98
Event2026-03-31
Filed2026-05-12
GDLC
115.83%GRAYSCALE COINDESK 5 ETF
Shares300
Event2026-03-31
Filed2026-05-12
VUG
0.00%VANGUARD GROWTH ETF
Shares21
Event2026-03-31
Filed2026-05-12
TRTX
NewTPG RE FINANCE TRUST INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
ROBO
0.00%ROBO GLOBAL ROBOTICS AND AUT
Shares133
Event2026-03-31
Filed2026-05-12
D
0.00%DOMINION ENERGY INC
Shares147
Event2026-03-31
Filed2026-05-12
IRM
0.00%IRON MOUNTAIN INC
Shares88
Event2026-03-31
Filed2026-05-12
VCSH
0.00%VANGUARD S/T CORP BOND ETF
Shares113
Event2026-03-31
Filed2026-05-12
STN
NewSTANTEC INC
Shares100
Event2026-03-31
Filed2026-05-12
SPDW
0.00%STE STR SPDR PT DW EU ETF
Shares187
Event2026-03-31
Filed2026-05-12
ED
0.00%CONSOLIDATED EDISON INC
Shares75
Event2026-03-31
Filed2026-05-12
KMI
0.00%KINDER MORGAN INC
Shares251
Event2026-03-31
Filed2026-05-12
HQY
NewHEALTHEQUITY INC
Shares100
Event2026-03-31
Filed2026-05-12
KR
379.17%KROGER CO
Shares115
Event2026-03-31
Filed2026-05-12
DVA
0.00%DAVITA INC
Shares54
Event2026-03-31
Filed2026-05-12
ALLY
NewALLY FINANCIAL INC
Shares211
Event2026-03-31
Filed2026-05-12
SPYG
0.00%SS SPDR P S&P 500 GROWTH ETF
Shares84
Event2026-03-31
Filed2026-05-12
CF
0.00%CF INDUSTRIES HOLDINGS INC
Shares63
Event2026-03-31
Filed2026-05-12
MU
0.00%MICRON TECHNOLOGY INC
Shares24
Event2026-03-31
Filed2026-05-12
RMD
0.00%RESMED INC
Shares36
Event2026-03-31
Filed2026-05-12
TFC
-57.56%TRUIST FINANCIAL CORP
Shares174
Event2026-03-31
Filed2026-05-12
PTLC
0.00%PACER TRENDPILOT US LARGE CA
Shares152
Event2026-03-31
Filed2026-05-12
ARKG
0.00%ARK GENOMIC REVOLUTION ETF
Shares301
Event2026-03-31
Filed2026-05-12
IBB
0.00%ISHARES BIOTECHNOLOGY ETF
Shares47
Event2026-03-31
Filed2026-05-12
DGX
0.00%QUEST DIAGNOSTICS INC
Shares40
Event2026-03-31
Filed2026-05-12
ZION
0.00%ZIONS BANCORP NA
Shares134
Event2026-03-31
Filed2026-05-12
AMBP
NewARDAGH METAL PACKAGING SA
Shares1.9K
Event2026-03-31
Filed2026-05-12
MSB
NewMESABI TRUST
Shares241
Event2026-03-31
Filed2026-05-12
WTW
0.00%WILLIS TOWERS WATSON PLC
Shares26
Event2026-03-31
Filed2026-05-12
CTRA
0.00%COTERRA ENERGY INC
Shares215
Event2026-03-31
Filed2026-05-12
BBIO
NewBRIDGEBIO PHARMA INC
Shares100
Event2026-03-31
Filed2026-05-12
ZIM
NewZIM INTEGRATED SHIPPING SERV
Shares276
Event2026-03-31
Filed2026-05-12
PLUG
0.00%PLUG POWER INC
Shares3.2K
Event2026-03-31
Filed2026-05-12
VCR
0.00%VANGUARD CONSUMER DISCRE ETF
Shares20
Event2026-03-31
Filed2026-05-12
EMN
NewEASTMAN CHEMICAL CO
Shares93
Event2026-03-31
Filed2026-05-12
FDL
0.00%FIRST TRUST MORN DVD LEAD IN
Shares140
Event2026-03-31
Filed2026-05-12
VICI
NewVICI PROPERTIES INC
Shares255
Event2026-03-31
Filed2026-05-12
AEP
-52.68%AMERICAN ELECTRIC POWER
Shares53
Event2026-03-31
Filed2026-05-12
QTEC
52.38%FIRST TRUST NASDQ 100 TECH I
Shares32
Event2026-03-31
Filed2026-05-12
VTRS
-5.06%VIATRIS INC
Shares507
Event2026-03-31
Filed2026-05-12
SPYV
0.00%SS SPDR P S&P 500 VALUE ETF
Shares118
Event2026-03-31
Filed2026-05-12
DFAR
0.00%DIMENSIONAL US REAL EST ETF
Shares278
Event2026-03-31
Filed2026-05-12
KD
NewKYNDRYL HOLDINGS INC
Shares500
Event2026-03-31
Filed2026-05-12
PEG
0.00%PUBLIC SERVICE ENTERPRISE GP
Shares79
Event2026-03-31
Filed2026-05-12
COWZ
0.00%PACER US CASH COWS 100 ETF
Shares102
Event2026-03-31
Filed2026-05-12
EIC
NewEAGLE POINT INCOME CO INC
Shares665
Event2026-03-31
Filed2026-05-12
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares23
Event2026-03-31
Filed2026-05-12
KDP
0.00%KEURIG DR PEPPER INC
Shares233
Event2026-03-31
Filed2026-05-12
PPA
0.00%INVESCO AEROSPACE & DEFENSE
Shares36
Event2026-03-31
Filed2026-05-12
VTV
0.00%VANGUARD VALUE ETF
Shares30
Event2026-03-31
Filed2026-05-12
STZ
0.00%CONSTELLATION BRANDS INC-A
Shares39
Event2026-03-31
Filed2026-05-12
INTC
0.00%INTEL CORP
Shares132
Event2026-03-31
Filed2026-05-12
QBTS
NewD-WAVE QUANTUM INC
Shares400
Event2026-03-31
Filed2026-05-12
TPL
0.00%TEXAS PACIFIC LAND CORP
Shares12
Event2026-03-31
Filed2026-05-12
BMY
-72.89%BRISTOL-MYERS SQUIBB CO
Shares93
Event2026-03-31
Filed2026-05-12
DG
-38.96%DOLLAR GENERAL CORP
Shares47
Event2026-03-31
Filed2026-05-12
VLUE
NewISHARES MSCI USA VALUE FACTO
Shares39
Event2026-03-31
Filed2026-05-12
TRV
0.00%TRAVELERS COS INC/THE
Shares19
Event2026-03-31
Filed2026-05-12
EIX
0.00%EDISON INTERNATIONAL
Shares75
Event2026-03-31
Filed2026-05-12
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available