Sponsored
The Analysis of ANGELES WEALTH MANAGEMENT, LLC's Holdings & P&L
Currently, ANGELES WEALTH MANAGEMENT, LLC holds 524 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in VXUS (+250.4K shares, valued at $19.3M), SPYV (+125.4K shares, valued at $7.1M), MUB (+64.6K shares, valued at $6.9M); decreased their positions in MGK (-18.3K shares, valued at $6.7M), SUB (-17.9K shares, valued at $1.9M), VTI (-4.2K shares, valued at $1.3M); initiated new positions in PAA (+192.8K shares, valued at $4.3M), AVPT (+187.5K shares, valued at $1.8M), LBRT (+46.9K shares, valued at $1.3M).
1M P&L
+64.8M+3.65%
3M P&L
-878.7M-32.30%
HY P&L
-849.1M-31.55%
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/A1.2B
74.4%
2Consumer Electronics46.5M
2.8%
3Software - Infrastructure44.6M
2.7%
Top Industries by Stock Count
1N/A188 stocks
38.7%
2Software - Application20 stocks
4.1%
3Software - Infrastructure12 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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MGK
-3.10%VANGUARD WORLD FD
Shares571.2K
Event2026-03-31
Filed2026-05-06
VT
3.07%VANGUARD INTL EQUITY INDEX F
Shares1.5M
Event2026-03-31
Filed2026-05-06
VXUS
17.98%VANGUARD STAR FDS
Shares1.6M
Event2026-03-31
Filed2026-05-06
SPYV
6.05%SPDR SERIES TRUST
Shares2.2M
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FDS
0.97%VANGUARD INDEX FDS
Shares164.3K
Event2026-03-31
Filed2026-05-06
MUB
9.19%ISHARES TR
Shares767.5K
Event2026-03-31
Filed2026-05-06
SCHG
0.98%SCHWAB STRATEGIC TR
Shares2.4M
Event2026-03-31
Filed2026-05-06
VGK
5.83%VANGUARD INTL EQUITY INDEX F
Shares780.4K
Event2026-03-31
Filed2026-05-06
VTV
-2.23%VANGUARD INDEX FDS
Shares248.5K
Event2026-03-31
Filed2026-05-06
AAPL
8.65%APPLE INC
Shares182.4K
Event2026-03-31
Filed2026-05-06
SPY
0.06%STATE STR SPDR S&P 500 ETF T
Shares55.2K
Event2026-03-31
Filed2026-05-06
MSFT
-1.13%MICROSOFT CORP
Shares97.1K
Event2026-03-31
Filed2026-05-06
NVDA
13.84%NVIDIA CORPORATION
Shares169.5K
Event2026-03-31
Filed2026-05-06
EWJ
4.56%ISHARES INC
Shares341.7K
Event2026-03-31
Filed2026-05-06
SJNK
7.00%SPDR SERIES TRUST
Shares1.1M
Event2026-03-31
Filed2026-05-06
URTH
-3.83%ISHARES INC
Shares117.7K
Event2026-03-31
Filed2026-05-06
AMZN
25.19%AMAZON COM INC
Shares99.9K
Event2026-03-31
Filed2026-05-06
VYM
0.00%VANGUARD WHITEHALL FDS
Shares123.1K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
30.05%ALPHABET INC
Shares63.3K
Event2026-03-31
Filed2026-05-06
VTI
-7.46%VANGUARD INDEX FDS
Shares52.1K
Event2026-03-31
Filed2026-05-06
IXUS
-2.18%ISHARES TR
Shares178.5K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
8.12%ALPHABET INC
Shares52.7K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
9.18%BROADCOM INC
Shares42.9K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC DEL
10.94%BERKSHIRE HATHAWAY INC DEL
Shares24.9K
Event2026-03-31
Filed2026-05-06
VUG
-0.20%VANGUARD INDEX FDS
Shares25.9K
Event2026-03-31
Filed2026-05-06
COST
6.35%COSTCO WHOLESALE CORPORATION
Shares10.8K
Event2026-03-31
Filed2026-05-06
JPM
5.24%JPMORGAN CHASE & CO
Shares35.7K
Event2026-03-31
Filed2026-05-06
BKLN
8.55%INVESCO EXCH TRADED FD TR II
Shares445.1K
Event2026-03-31
Filed2026-05-06
PFF
8.76%ISHARES TR
Shares285.5K
Event2026-03-31
Filed2026-05-06
META
11.31%META PLATFORMS INC
Shares14.5K
Event2026-03-31
Filed2026-05-06
V
6.14%VISA INC
Shares27.4K
Event2026-03-31
Filed2026-05-06
SHY
-13.38%ISHARES TR
Shares95.0K
Event2026-03-31
Filed2026-05-06
IDV
0.00%ISHARES TR
Shares182.0K
Event2026-03-31
Filed2026-05-06
TLH
8.22%ISHARES TR
Shares70.8K
Event2026-03-31
Filed2026-05-06
LLY
10.88%ELI LILLY & CO
Shares7.5K
Event2026-03-31
Filed2026-05-06
EFA
0.16%ISHARES TR
Shares69.7K
Event2026-03-31
Filed2026-05-06
TSLA
50.31%TESLA INC
Shares17.4K
Event2026-03-31
Filed2026-05-06
VEA
4.82%VANGUARD TAX-MANAGED FDS
Shares85.2K
Event2026-03-31
Filed2026-05-06
TSM
-3.50%TAIWAN SEMICONDUCTOR MANUFAC
Shares15.9K
Event2026-03-31
Filed2026-05-06
XOM
9.57%EXXON MOBIL CORP
Shares31.5K
Event2026-03-31
Filed2026-05-06
JNJ
6.90%JOHNSON & JOHNSON
Shares20.3K
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
9.11%MERCK & CO INC
Shares37.6K
Event2026-03-31
Filed2026-05-06
ABBV
2.02%ABBVIE INC
Shares20.8K
Event2026-03-31
Filed2026-05-06
MA
11.03%MASTERCARD INCORPORATED
Shares8.7K
Event2026-03-31
Filed2026-05-06
PAA
NewPLAINS ALL AMERN PIPELINE L
Shares192.8K
Event2026-03-31
Filed2026-05-06
HD
-5.07%HOME DEPOT INC
Shares12.9K
Event2026-03-31
Filed2026-05-06
VYMI
0.00%VANGUARD WHITEHALL FDS
Shares44.0K
Event2026-03-31
Filed2026-05-06
WFC
4.36%WELLS FARGO & CO
Shares50.7K
Event2026-03-31
Filed2026-05-06
GLD
326.94%SPDR GOLD TR
Shares9.3K
Event2026-03-31
Filed2026-05-06
SHW
0.38%SHERWIN WILLIAMS CO
Shares12.2K
Event2026-03-31
Filed2026-05-06
BABA
0.73%ALIBABA GROUP HLDG LTD
Shares30.3K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
12.69%GE AEROSPACE
Shares13.2K
Event2026-03-31
Filed2026-05-06
PWR
-1.15%QUANTA SVCS INC
Shares6.8K
Event2026-03-31
Filed2026-05-06
VWO
0.24%VANGUARD INTL EQUITY INDEX F
Shares68.5K
Event2026-03-31
Filed2026-05-06
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares5
Event2026-03-31
Filed2026-05-06
CVX
20.58%CHEVRON CORPORATION
Shares15.8K
Event2026-03-31
Filed2026-05-06
WMT
13.42%WALMART INC
Shares24.7K
Event2026-03-31
Filed2026-05-06
PEP
2.71%PEPSICO INC
Shares19.4K
Event2026-03-31
Filed2026-05-06
GEV
7.50%GE VERNOVA INC
Shares3.4K
Event2026-03-31
Filed2026-05-06
NFLX
8.57%NETFLIX INC.
Shares28.9K
Event2026-03-31
Filed2026-05-06
CTAS
1.54%CINTAS CORP
Shares16.4K
Event2026-03-31
Filed2026-05-06
IWF
-8.14%ISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-05-06
SCHB
0.45%SCHWAB STRATEGIC TR
Shares108.8K
Event2026-03-31
Filed2026-05-06
RTX
8.61%RTX CORPORATION
Shares13.8K
Event2026-03-31
Filed2026-05-06
MU
13.70%MICRON TECHNOLOGY INC
Shares7.3K
Event2026-03-31
Filed2026-05-06
TMO
0.76%THERMO FISHER SCIENTIFIC INC
Shares4.9K
Event2026-03-31
Filed2026-05-06
IVV
-2.72%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-05-06
CL
6.35%COLGATE PALMOLIVE CO
Shares27.8K
Event2026-03-31
Filed2026-05-06
CSCO
11.97%CISCO SYS INC
Shares29.5K
Event2026-03-31
Filed2026-05-06
TJX
5.07%TJX COS INC NEW
Shares14.2K
Event2026-03-31
Filed2026-05-06
MCD
4.63%MCDONALDS CORP
Shares7.3K
Event2026-03-31
Filed2026-05-06
BAC
4.34%BANK AMERICA CORP
Shares45.8K
Event2026-03-31
Filed2026-05-06
ISRG
2.96%INTUITIVE SURGICAL INC
Shares4.8K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
24.75%LAM RESEARCH CORP
Shares10.2K
Event2026-03-31
Filed2026-05-06
SUB
-46.96%ISHARES TR
Shares20.2K
Event2026-03-31
Filed2026-05-06
UNP
2.99%UNION PAC CORP
Shares8.8K
Event2026-03-31
Filed2026-05-06
WHR
196.89%WHIRLPOOL CORP
Shares38.7K
Event2026-03-31
Filed2026-05-06
FOXF
27.14%FOX FACTORY HLDG CORP
Shares120.3K
Event2026-03-31
Filed2026-05-06
FNDX
4.81%SCHWAB STRATEGIC TR
Shares70.7K
Event2026-03-31
Filed2026-05-06
PAGP
0.00%PLAINS GP HLDGS L P
Shares80.9K
Event2026-03-31
Filed2026-05-06
SCHF
2.74%SCHWAB STRATEGIC TR
Shares79.3K
Event2026-03-31
Filed2026-05-06
QCOM
25.46%QUALCOMM INC
Shares14.7K
Event2026-03-31
Filed2026-05-06
EATON CORP PLC
16.11%EATON CORP PLC
Shares5.2K
Event2026-03-31
Filed2026-05-06
AVPT
NewAVEPOINT INC
Shares187.5K
Event2026-03-31
Filed2026-05-06
MCO
-0.67%MOODYS CORP
Shares4.0K
Event2026-03-31
Filed2026-05-06
IVW
0.00%ISHARES TR
Shares14.3K
Event2026-03-31
Filed2026-05-06
AMAT
-1.40%APPLIED MATLS INC
Shares4.7K
Event2026-03-31
Filed2026-05-06
PM
13.19%PHILIP MORRIS INTL INC
Shares9.7K
Event2026-03-31
Filed2026-05-06
FRDM
-0.90%EA SERIES TRUST
Shares29.3K
Event2026-03-31
Filed2026-05-06
IWM
1.98%ISHARES TR
Shares6.4K
Event2026-03-31
Filed2026-05-06
BLACKSTONE INC
-0.96%BLACKSTONE INC
Shares13.1K
Event2026-03-31
Filed2026-05-06
IWD
0.49%ISHARES TR
Shares7.0K
Event2026-03-31
Filed2026-05-06
KO
11.91%COCA COLA CO
Shares19.3K
Event2026-03-31
Filed2026-05-06
NOW
55.55%SERVICENOW INC
Shares14.0K
Event2026-03-31
Filed2026-05-06
GS
-0.97%GOLDMAN SACHS GROUP INC
Shares1.7K
Event2026-03-31
Filed2026-05-06
EVR
1.64%EVERCORE INC
Shares4.9K
Event2026-03-31
Filed2026-05-06
LINDE PLC
8.68%LINDE PLC
Shares2.9K
Event2026-03-31
Filed2026-05-06
CMI
0.88%CUMMINS INC
Shares2.6K
Event2026-03-31
Filed2026-05-06
COP
13.10%CONOCOPHILLIPS
Shares10.7K
Event2026-03-31
Filed2026-05-06
HCA
4.43%HCA HEALTHCARE INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
F
4.38%FORD MTR CO
Shares117.9K
Event2026-03-31
Filed2026-05-06
ADI
-1.18%ANALOG DEVICES INC
Shares4.3K
Event2026-03-31
Filed2026-05-06
ORCL
29.93%ORACLE CORP
Shares9.2K
Event2026-03-31
Filed2026-05-06
LBRT
NewLIBERTY ENERGY INC
Shares46.9K
Event2026-03-31
Filed2026-05-06
AMD
10.58%ADVANCED MICRO DEVICES INC
Shares6.6K
Event2026-03-31
Filed2026-05-06
PLTR
17.41%PALANTIR TECHNOLOGIES INC
Shares9.0K
Event2026-03-31
Filed2026-05-06
VIG
-1.93%VANGUARD SPECIALIZED FUNDS
Shares6.0K
Event2026-03-31
Filed2026-05-06
BMY
0.94%BRISTOL-MYERS SQUIBB CO
Shares21.0K
Event2026-03-31
Filed2026-05-06
MS
18.58%MORGAN STANLEY
Shares7.7K
Event2026-03-31
Filed2026-05-06
IJH
-19.11%ISHARES TR
Shares18.7K
Event2026-03-31
Filed2026-05-06
CRI
-50.27%CARTERS INC
Shares35.3K
Event2026-03-31
Filed2026-05-06
LMT
6.97%LOCKHEED MARTIN CORP
Shares2.1K
Event2026-03-31
Filed2026-05-06
CAT
23.15%CATERPILLAR INC
Shares1.8K
Event2026-03-31
Filed2026-05-06
PG
4.61%PROCTER & GAMBLE CO
Shares8.7K
Event2026-03-31
Filed2026-05-06
IBM
10.21%INTERNATIONAL BUSINESS MACHS
Shares5.1K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TR
-2.73%INVESCO QQQ TR
Shares2.1K
Event2026-03-31
Filed2026-05-06
WM
7.35%WASTE MGMT INC DEL
Shares5.3K
Event2026-03-31
Filed2026-05-06
PII
-0.14%POLARIS INC
Shares22.5K
Event2026-03-31
Filed2026-05-06
CPNG
2.54%COUPANG INC
Shares64.0K
Event2026-03-31
Filed2026-05-06
XLE
-2.69%SELECT SECTOR SPDR TR
Shares19.4K
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR
2.57%ISHARES GOLD TR
Shares13.3K
Event2026-03-31
Filed2026-05-06
AXP
7.65%AMERICAN EXPRESS CO
Shares3.9K
Event2026-03-31
Filed2026-05-06
BLACKROCK INC
1.08%BLACKROCK INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
IDEV
0.00%ISHARES TR
Shares14.0K
Event2026-03-31
Filed2026-05-06
APH
10.00%AMPHENOL CORP
Shares9.1K
Event2026-03-31
Filed2026-05-06
PGR
-0.12%PROGRESSIVE CORP
Shares5.8K
Event2026-03-31
Filed2026-05-06
EPD
-3.31%ENTERPRISE PRODS PARTNERS L
Shares30.0K
Event2026-03-31
Filed2026-05-06
RSG
0.90%REPUBLIC SVCS INC
Shares5.2K
Event2026-03-31
Filed2026-05-06
SEAGATE TECHNOLOGY HLDNGS PL
-22.85%SEAGATE TECHNOLOGY HLDNGS PL
Shares2.9K
Event2026-03-31
Filed2026-05-06
ABT
-12.87%ABBOTT LABORATORIES
Shares10.8K
Event2026-03-31
Filed2026-05-06
SCHW
10.00%SCHWAB CHARLES CORP
Shares11.7K
Event2026-03-31
Filed2026-05-06
IEFA
-5.75%ISHARES TR
Shares12.0K
Event2026-03-31
Filed2026-05-06
BKNG
10.73%BOOKING HOLDINGS INC
Shares258
Event2026-03-31
Filed2026-05-06
MSI
3.79%MOTOROLA SOLUTIONS INC
Shares2.5K
Event2026-03-31
Filed2026-05-06
VGT
0.00%VANGUARD WORLD FD
Shares1.5K
Event2026-03-31
Filed2026-05-06
PSX
6.60%PHILLIPS 66
Shares5.9K
Event2026-03-31
Filed2026-05-06
DHR
-3.22%DANAHER CORP DEL
Shares5.6K
Event2026-03-31
Filed2026-05-06
DIS
-3.55%DISNEY WALT CO
Shares11.0K
Event2026-03-31
Filed2026-05-06
ASML
127.35%ASML HLDG NV
Shares798
Event2026-03-31
Filed2026-05-06
ILF
NewISHARES TR
Shares29.1K
Event2026-03-31
Filed2026-05-06
LOW
6.05%LOWES COS INC
Shares4.3K
Event2026-03-31
Filed2026-05-06
ECG
0.08%EVERUS CONSTR GROUP
Shares8.6K
Event2026-03-31
Filed2026-05-06
ARES
2.90%ARES MANAGEMENT CORPORATION
Shares9.3K
Event2026-03-31
Filed2026-05-06
NEE
17.51%NEXTERA ENERGY INC
Shares10.9K
Event2026-03-31
Filed2026-05-06
THE CIGNA GROUP
-52.36%THE CIGNA GROUP
Shares3.8K
Event2026-03-31
Filed2026-05-06
CRM
13.16%SALESFORCE INC
Shares5.3K
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORP NEW
6.31%DUKE ENERGY CORP NEW
Shares7.5K
Event2026-03-31
Filed2026-05-06
ACCENTURE PLC IRELAND
-0.80%ACCENTURE PLC IRELAND
Shares4.8K
Event2026-03-31
Filed2026-05-06
WMB
4.12%WILLIAMS COS INC
Shares13.1K
Event2026-03-31
Filed2026-05-06
PANW
38.82%PALO ALTO NETWORKS INC
Shares5.8K
Event2026-03-31
Filed2026-05-06
UBER
-40.48%UBER TECHNOLOGIES INC
Shares12.9K
Event2026-03-31
Filed2026-05-06
ADBE
45.64%ADOBE INC
Shares3.8K
Event2026-03-31
Filed2026-05-06
HOOD
-0.14%ROBINHOOD MKTS INC
Shares13.1K
Event2026-03-31
Filed2026-05-06
IEMG
13.17%ISHARES INC
Shares12.9K
Event2026-03-31
Filed2026-05-06
T
17.16%AT&T INC
Shares31.0K
Event2026-03-31
Filed2026-05-06
NBSD
0.00%NEUBERGER BERMAN ETF TRUST
Shares17.3K
Event2026-03-31
Filed2026-05-06
UNH
-0.95%UNITEDHEALTH GROUP INC
Shares3.1K
Event2026-03-31
Filed2026-05-06
CRWD
88.61%CROWDSTRIKE HLDGS INC
Shares2.2K
Event2026-03-31
Filed2026-05-06
IJR
-6.93%ISHARES TR
Shares6.8K
Event2026-03-31
Filed2026-05-06
INTC
0.71%INTEL CORP
Shares19.1K
Event2026-03-31
Filed2026-05-06
TXN
12.85%TEXAS INSTRS INC
Shares4.3K
Event2026-03-31
Filed2026-05-06
SILJ
0.00%AMPLIFY ETF TR
Shares27.9K
Event2026-03-31
Filed2026-05-06
TMUS
2.25%T-MOBILE US INC
Shares4.0K
Event2026-03-31
Filed2026-05-06
GILD
41.60%GILEAD SCIENCES INC
Shares5.9K
Event2026-03-31
Filed2026-05-06
AMGN
16.05%AMGEN INC
Shares2.4K
Event2026-03-31
Filed2026-05-06
VLO
10.93%VALERO ENERGY CORP
Shares3.2K
Event2026-03-31
Filed2026-05-06
GRW
NewTCW ETF TRUST
Shares28.4K
Event2026-03-31
Filed2026-05-06
IDXX
17.30%IDEXX LABS INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
IWR
0.00%ISHARES TR
Shares7.9K
Event2026-03-31
Filed2026-05-06
CITIGROUP INC
15.15%CITIGROUP INC
Shares6.7K
Event2026-03-31
Filed2026-05-06
MO
12.78%ALTRIA GROUP INC
Shares11.1K
Event2026-03-31
Filed2026-05-06
FCX
155.05%FREEPORT MCMORAN INC
Shares12.6K
Event2026-03-31
Filed2026-05-06
VZ
24.96%VERIZON COMMUNICATIONS INC
Shares14.4K
Event2026-03-31
Filed2026-05-06
MDU
0.78%MDU RES GROUP INC
Shares34.5K
Event2026-03-31
Filed2026-05-06
SPYG
0.00%SPDR SERIES TRUST
Shares7.4K
Event2026-03-31
Filed2026-05-06
DE
11.98%DEERE & CO
Shares1.3K
Event2026-03-31
Filed2026-05-06
KNF
1.05%KNIFE RIVER CORP
Shares8.7K
Event2026-03-31
Filed2026-05-06
SAFEHOLD INC
0.00%SAFEHOLD INC
Shares51.3K
Event2026-03-31
Filed2026-05-06
VO
6.48%VANGUARD INDEX FDS
Shares2.4K
Event2026-03-31
Filed2026-05-06
NKE
-3.89%NIKE INC
Shares12.8K
Event2026-03-31
Filed2026-05-06
HON
6.96%HONEYWELL INTL INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
GLW
-0.16%CORNING INC
Shares4.9K
Event2026-03-31
Filed2026-05-06
SPOT
259.47%SPOTIFY TECHNOLOGY S A
Shares1.4K
Event2026-03-31
Filed2026-05-06
RBC
-15.87%RBC BEARINGS INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
NVS
33.94%NOVARTIS AG
Shares4.3K
Event2026-03-31
Filed2026-05-06
SYK
4.03%STRYKER CORPORATION
Shares2.0K
Event2026-03-31
Filed2026-05-06
MCK
33.39%MCKESSON CORP
Shares755
Event2026-03-31
Filed2026-05-06
MMM
-0.59%3M CO
Shares4.4K
Event2026-03-31
Filed2026-05-06
XLF
21.86%SELECT SECTOR SPDR TR
Shares12.9K
Event2026-03-31
Filed2026-05-06
BK
20.48%BANK NEW YORK MELLON CORP
Shares5.4K
Event2026-03-31
Filed2026-05-06
ECL
5.39%ECOLAB INC
Shares2.4K
Event2026-03-31
Filed2026-05-06
TOST
4.49%TOAST INC
Shares23.9K
Event2026-03-31
Filed2026-05-06
CB
14.06%CHUBB LTD SWITZ
Shares1.9K
Event2026-03-31
Filed2026-05-06
KMI
2.93%KINDER MORGAN INC DEL
Shares18.8K
Event2026-03-31
Filed2026-05-06
SBUX
14.87%STARBUCKS CORP
Shares7.0K
Event2026-03-31
Filed2026-05-06
ZION
-0.20%ZIONS BANCORPORATION NATL AS
Shares10.7K
Event2026-03-31
Filed2026-05-06
SHEL
43.87%SHELL PLC
Shares6.6K
Event2026-03-31
Filed2026-05-06
VRTX
17.81%VERTEX PHARMACEUTICALS INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
AVUS
0.00%AMERICAN CENTY ETF TR
Shares5.5K
Event2026-03-31
Filed2026-05-06
WELL
65.51%WELLTOWER INC
Shares3.1K
Event2026-03-31
Filed2026-05-06
YOLO
0.00%ADVISORSHARES TR
Shares231.7K
Event2026-03-31
Filed2026-05-06
ORLY
57.61%OREILLY AUTOMOTIVE INC
Shares6.6K
Event2026-03-31
Filed2026-05-06
VBK
8.48%VANGUARD INDEX FDS
Shares2.0K
Event2026-03-31
Filed2026-05-06
KLAC
1.23%KLA CORP
Shares412
Event2026-03-31
Filed2026-05-06
VB
10.35%VANGUARD INDEX FDS
Shares2.3K
Event2026-03-31
Filed2026-05-06
APA CORPORATION
NewAPA CORPORATION
Shares14.0K
Event2026-03-31
Filed2026-05-06
EOG
0.45%EOG RES INC
Shares4.1K
Event2026-03-31
Filed2026-05-06
INTU
-68.21%INTUIT
Shares1.3K
Event2026-03-31
Filed2026-05-06
FDX
32.57%FEDEX CORP
Shares1.6K
Event2026-03-31
Filed2026-05-06
SGOV
-62.58%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-06
GWW
18.43%WW GRAINGER INC
Shares527
Event2026-03-31
Filed2026-05-06
PODD
5.25%INSULET CORP
Shares2.7K
Event2026-03-31
Filed2026-05-06
USB
3.54%US BANCORP
Shares10.8K
Event2026-03-31
Filed2026-05-06
CTRE
1.68%CARETRUST REIT INC
Shares15.3K
Event2026-03-31
Filed2026-05-06
MNST
5.93%MONSTER BEVERAGE CORP NEW
Shares7.6K
Event2026-03-31
Filed2026-05-06
APOLLO GLOBAL MGMT INC
0.74%APOLLO GLOBAL MGMT INC
Shares4.9K
Event2026-03-31
Filed2026-05-06
JCI
15.81%JOHNSON CONTROLS INTERNATION
Shares4.1K
Event2026-03-31
Filed2026-05-06
SCHD
0.00%SCHWAB STRATEGIC TR
Shares17.5K
Event2026-03-31
Filed2026-05-06
BA
9.57%BOEING CO
Shares2.7K
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
10.07%MEDTRONIC PLC
Shares6.0K
Event2026-03-31
Filed2026-05-06
SAP
31.11%SAP SE
Shares3.1K
Event2026-03-31
Filed2026-05-06
ARISTA NETWORKS INC
82.93%ARISTA NETWORKS INC
Shares4.3K
Event2026-03-31
Filed2026-05-06
NOC
17.48%NORTHROP GRUMMAN CORP
Shares766
Event2026-03-31
Filed2026-05-06
LH
1.99%LABCORP HOLDINGS INC
Shares1.9K
Event2026-03-31
Filed2026-05-06
CGNT
-0.99%COGNYTE SOFTWARE LTD
Shares63.7K
Event2026-03-31
Filed2026-05-06
HAL
12.06%HALLIBURTON CO
Shares13.0K
Event2026-03-31
Filed2026-05-06
DJCO
0.00%DAILY JOURNAL CORP
Shares1.0K
Event2026-03-31
Filed2026-05-06
ODFL
20.99%OLD DOMINION FREIGHT LINE IN
Shares2.6K
Event2026-03-31
Filed2026-05-06
PAAS
0.89%PAN AMERN SILVER CORP
Shares9.2K
Event2026-03-31
Filed2026-05-06
BKR
-1.36%BAKER HUGHES COMPANY
Shares8.2K
Event2026-03-31
Filed2026-05-06
SLX
NewVANECK ETF TRUST
Shares5.4K
Event2026-03-31
Filed2026-05-06
RVTY
-0.04%REVVITY INC
Shares5.7K
Event2026-03-31
Filed2026-05-06
HLT
16.82%HILTON WORLDWIDE HLDGS INC
Shares1.6K
Event2026-03-31
Filed2026-05-06
SPGI
13.70%S&P GLOBAL INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
FBTC
28.64%FIDELITY WISE ORIGIN BITCOIN
Shares8.3K
Event2026-03-31
Filed2026-05-06
COF
1.56%CAPITAL ONE FINL CORP
Shares2.7K
Event2026-03-31
Filed2026-05-06
GMED
9.73%GLOBUS MED INC
Shares5.6K
Event2026-03-31
Filed2026-05-06
DLR
13.72%DIGITAL RLTY TR INC
Shares2.7K
Event2026-03-31
Filed2026-05-06
XLK
-12.33%SELECT SECTOR SPDR TR
Shares3.6K
Event2026-03-31
Filed2026-05-06
DFUV
15.96%DIMENSIONAL ETF TRUST
Shares9.7K
Event2026-03-31
Filed2026-05-06
PFE
16.66%PFIZER INC
Shares16.7K
Event2026-03-31
Filed2026-05-06
MPC
12.37%MARATHON PETE CORP
Shares1.9K
Event2026-03-31
Filed2026-05-06
ULTA
6.20%ULTA BEAUTY INC
Shares891
Event2026-03-31
Filed2026-05-06
RAMP
16.66%LIVERAMP HLDGS INC
Shares17.5K
Event2026-03-31
Filed2026-05-06
SPEM
0.00%SPDR INDEX SHS FDS
Shares9.9K
Event2026-03-31
Filed2026-05-06
XLI
156.99%SELECT SECTOR SPDR TR
Shares2.9K
Event2026-03-31
Filed2026-05-06
IVE
7.35%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-06
CSX
21.31%CSX CORP
Shares11.0K
Event2026-03-31
Filed2026-05-06
AEP
12.21%AMERICAN ELEC PWR CO INC
Shares3.5K
Event2026-03-31
Filed2026-05-06
EMR
15.81%EMERSON ELEC CO
Shares3.4K
Event2026-03-31
Filed2026-05-06
ADP
14.67%AUTOMATIC DATA PROCESSING IN
Shares2.2K
Event2026-03-31
Filed2026-05-06
PNC
12.11%PNC FINL SVCS GROUP INC
Shares2.2K
Event2026-03-31
Filed2026-05-06
BSX
11.22%BOSTON SCIENTIFIC CORP
Shares7.1K
Event2026-03-31
Filed2026-05-06
MEDP
-3.68%MEDPACE HLDGS INC
Shares916
Event2026-03-31
Filed2026-05-06
SMH
0.00%VANECK ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-06
AZO
30.30%AUTOZONE INC
Shares129
Event2026-03-31
Filed2026-05-06
CDNS
96.32%CADENCE DESIGN SYSTEM INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
AMT
-22.33%AMERICAN TOWER CORP
Shares2.5K
Event2026-03-31
Filed2026-05-06
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares2.2K
Event2026-03-31
Filed2026-05-06
EXEL
0.01%EXELIXIS INC
Shares9.9K
Event2026-03-31
Filed2026-05-06
XLY
60.29%SELECT SECTOR SPDR TR
Shares3.9K
Event2026-03-31
Filed2026-05-06
SHOP
182.05%SHOPIFY INC
Shares3.6K
Event2026-03-31
Filed2026-05-06
ED
NewCONSOLIDATED EDISON INC
Shares3.7K
Event2026-03-31
Filed2026-05-06
DUHP
0.00%DIMENSIONAL ETF TRUST
Shares11.5K
Event2026-03-31
Filed2026-05-06
BALL
-0.97%BALL CORP
Shares7.1K
Event2026-03-31
Filed2026-05-06
ORACLE CORP
NewORACLE CORP
Shares9.0K
Event2026-03-31
Filed2026-05-06
CROWN CASTLE INC
-2.03%CROWN CASTLE INC
Shares5.1K
Event2026-03-31
Filed2026-05-06
DASH
13.69%DOORDASH INC
Shares2.7K
Event2026-03-31
Filed2026-05-06
PLD
14.87%PROLOGIS INC.
Shares3.1K
Event2026-03-31
Filed2026-05-06
PH
27.97%PARKER-HANNIFIN CORP
Shares453
Event2026-03-31
Filed2026-05-06
BA-PA
24.00%BOEING CO
Shares6.2K
Event2026-03-31
Filed2026-05-06
ALL
9.14%ALLSTATE CORP
Shares1.9K
Event2026-03-31
Filed2026-05-06
CME
-10.88%CME GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
GWRE
11.89%GUIDEWIRE SOFTWARE INC
Shares2.6K
Event2026-03-31
Filed2026-05-06
XYL
8.00%XYLEM INC
Shares3.3K
Event2026-03-31
Filed2026-05-06
CAH
20.74%CARDINAL HEALTH INC
Shares1.8K
Event2026-03-31
Filed2026-05-06
CVLT
22.18%COMMVAULT SYS INC
Shares4.9K
Event2026-03-31
Filed2026-05-06
DFAS
5495.83%DIMENSIONAL ETF TRUST
Shares5.4K
Event2026-03-31
Filed2026-05-06
IGF
0.00%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-05-06
CHD
9.23%CHURCH & DWIGHT CO INC
Shares4.0K
Event2026-03-31
Filed2026-05-06
SLV
NewISHARES SILVER TR
Shares5.5K
Event2026-03-31
Filed2026-05-06
J P MORGAN EXCHANGE TRADED F
0.00%J P MORGAN EXCHANGE TRADED F
Shares4.0K
Event2026-03-31
Filed2026-05-06
TECH
8.42%BIO-TECHNE CORP
Shares7.1K
Event2026-03-31
Filed2026-05-06
DFIC
0.00%DIMENSIONAL ETF TRUST
Shares10.4K
Event2026-03-31
Filed2026-05-06
FITB
22.06%FIFTH THIRD BANCORP
Shares7.9K
Event2026-03-31
Filed2026-05-06
D
-2.66%DOMINION ENERGY INC
Shares6.0K
Event2026-03-31
Filed2026-05-06
FIX
18.14%COMFORT SYS USA INC
Shares267
Event2026-03-31
Filed2026-05-06
EXR
3.21%EXTRA SPACE STORAGE INC
Shares2.8K
Event2026-03-31
Filed2026-05-06
GLDM
36.97%WORLD GOLD TR
Shares3.9K
Event2026-03-31
Filed2026-05-06
DFAC
0.00%DIMENSIONAL ETF TRUST
Shares9.3K
Event2026-03-31
Filed2026-05-06
IPGP
NewIPG PHOTONICS CORP
Shares3.1K
Event2026-03-31
Filed2026-05-06
NVT
1.26%NVENT ELEC PLC
Shares3.0K
Event2026-03-31
Filed2026-05-06
ZTS
19.22%ZOETIS INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
HIG
12.51%HARTFORD INSURANCE GROUP INC
Shares2.6K
Event2026-03-31
Filed2026-05-06
VTIP
-11.81%VANGUARD MALVERN FDS
Shares6.9K
Event2026-03-31
Filed2026-05-06
TT
22.87%TRANE TECHNOLOGIES PLC
Shares822
Event2026-03-31
Filed2026-05-06
APP
32.92%APPLOVIN CORP
Shares852
Event2026-03-31
Filed2026-05-06
GENERAL DYNAMICS CORP
18.02%GENERAL DYNAMICS CORP
Shares976
Event2026-03-31
Filed2026-05-06
BDX
-12.13%BECTON DICKINSON & CO
Shares2.1K
Event2026-03-31
Filed2026-05-06
WGO
0.00%WINNEBAGO INDS INC
Shares10.7K
Event2026-03-31
Filed2026-05-06
GM
17.32%GENERAL MTRS CO
Shares4.4K
Event2026-03-31
Filed2026-05-06
O
6.15%REALTY INCOME CORP
Shares5.3K
Event2026-03-31
Filed2026-05-06
SNOW
63.15%SNOWFLAKE INC
Shares2.2K
Event2026-03-31
Filed2026-05-06
TSCO
1.54%TRACTOR SUPPLY CO
Shares7.2K
Event2026-03-31
Filed2026-05-06
HESM
0.00%HESS MIDSTREAM LP
Shares8.3K
Event2026-03-31
Filed2026-05-06
NOK
6.00%NOKIA CORP
Shares40.1K
Event2026-03-31
Filed2026-05-06
GDX
NewVANECK ETF TRUST
Shares3.5K
Event2026-03-31
Filed2026-05-06
FTNT
-16.24%FORTINET INC
Shares3.9K
Event2026-03-31
Filed2026-05-06
IGOV
NewISHARES TR
Shares7.8K
Event2026-03-31
Filed2026-05-06
OKE
1.49%ONEOK INC NEW
Shares3.5K
Event2026-03-31
Filed2026-05-06
ITW
1.10%ILLINOIS TOOL WKS INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
DFAT
346.84%DIMENSIONAL ETF TRUST
Shares5.0K
Event2026-03-31
Filed2026-05-06
FAST
8.43%FASTENAL CO
Shares6.7K
Event2026-03-31
Filed2026-05-06
USFD
6.86%US FOODS HLDG CORP
Shares3.4K
Event2026-03-31
Filed2026-05-06
WBD
9.73%WARNER BROS DISCOVERY INC
Shares11.3K
Event2026-03-31
Filed2026-05-06
WCN
NewWASTE CONNECTIONS INC
Shares1.9K
Event2026-03-31
Filed2026-05-06
RGEN
27.31%REPLIGEN CORP
Shares2.6K
Event2026-03-31
Filed2026-05-06
SCHX
1764.91%SCHWAB STRATEGIC TR
Shares11.7K
Event2026-03-31
Filed2026-05-06
TRGP
NewTARGA RES CORP
Shares1.2K
Event2026-03-31
Filed2026-05-06
STT
4.74%STATE STR CORP
Shares2.3K
Event2026-03-31
Filed2026-05-06
SNPS
13.80%SYNOPSYS INC
Shares742
Event2026-03-31
Filed2026-05-06
WDC
NewWESTERN DIGITAL CORP
Shares1.1K
Event2026-03-31
Filed2026-05-06
DVY
53.08%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-05-06
CMCSA
48.11%COMCAST CORP NEW
Shares10.2K
Event2026-03-31
Filed2026-05-06
EQIX
NewEQUINIX INC
Shares299
Event2026-03-31
Filed2026-05-06
BBVA
40.84%BANCO BILBAO VIZCAYA ARGENTA
Shares13.4K
Event2026-03-31
Filed2026-05-06
LVS
-13.98%LAS VEGAS SANDS CORP
Shares5.4K
Event2026-03-31
Filed2026-05-06
ARCC
0.00%ARES CAPITAL CORP
Shares16.0K
Event2026-03-31
Filed2026-05-06
KR
NewKROGER CO
Shares4.0K
Event2026-03-31
Filed2026-05-06
IMO
NewIMPERIAL OIL LTD
Shares2.2K
Event2026-03-31
Filed2026-05-06
TRV
11.70%TRAVELERS COMPANIES INC
Shares974
Event2026-03-31
Filed2026-05-06
KTOS
-34.57%KRATOS DEFENSE & SEC SOLUTIO
Shares4.0K
Event2026-03-31
Filed2026-05-06
GSK PLC
NewGSK PLC
Shares5.1K
Event2026-03-31
Filed2026-05-06
VRT
NewVERTIV HOLDINGS CO
Shares1.1K
Event2026-03-31
Filed2026-05-06
MPWR
NewMONOLITHIC PWR SYS INC
Shares258
Event2026-03-31
Filed2026-05-06
ROST
NewROSS STORES INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
PCG
-2.41%PG&E CORP
Shares15.8K
Event2026-03-31
Filed2026-05-06
TIP
0.00%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-05-06
CARR
7.23%CARRIER GLOBAL CORPORATION
Shares4.9K
Event2026-03-31
Filed2026-05-06
TSLX
0.00%SIXTH STREET SPECIALTY LENDI
Shares15.0K
Event2026-03-31
Filed2026-05-06
NCNO
41.93%NCINO INC
Shares18.3K
Event2026-03-31
Filed2026-05-06
VTR
4.00%VENTAS INC
Shares3.3K
Event2026-03-31
Filed2026-05-06
TRIN
0.00%TRINITY CAP INC
Shares18.6K
Event2026-03-31
Filed2026-05-06
SRE
22.07%SEMPRA
Shares2.8K
Event2026-03-31
Filed2026-05-06
DFUS
NewDIMENSIONAL ETF TRUST
Shares3.8K
Event2026-03-31
Filed2026-05-06
HSBC
NewHSBC HLDGS PLC
Shares3.2K
Event2026-03-31
Filed2026-05-06
RMD
-0.99%RESMED INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
SNDK
NewSANDISK CORP
Shares417
Event2026-03-31
Filed2026-05-06
SO
NewSOUTHERN CO
Shares2.7K
Event2026-03-31
Filed2026-05-06
TOTALENERGIES SE
NewTOTALENERGIES SE
Shares2.8K
Event2026-03-31
Filed2026-05-06
BEN
0.84%FRANKLIN RESOURCES INC
Shares10.8K
Event2026-03-31
Filed2026-05-06
WST
9.47%WEST PHARMACEUTICAL SVSC INC
Shares1.0K
Event2026-03-31
Filed2026-05-06
GUNR
0.00%FLEXSHARES TR
Shares4.7K
Event2026-03-31
Filed2026-05-06
PRLB
NewPROTO LABS INC
Shares4.5K
Event2026-03-31
Filed2026-05-06
MMSI
51.33%MERIT MED SYS INC
Shares3.7K
Event2026-03-31
Filed2026-05-06
AJG
-6.25%GALLAGHER ARTHUR J & CO
Shares1.2K
Event2026-03-31
Filed2026-05-06
CEG
50.83%CONSTELLATION ENERGY CORP
Shares905
Event2026-03-31
Filed2026-05-06
TAK
16.54%TAKEDA PHARMACEUTICAL CO LTD
Shares13.5K
Event2026-03-31
Filed2026-05-06
XLV
-14.94%SELECT SECTOR SPDR TR
Shares1.7K
Event2026-03-31
Filed2026-05-06
THG
NewHANOVER INS GROUP INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
DRI
NewDARDEN RESTAURANTS INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
WPM
NewWHEATON PRECIOUS METALS CORP
Shares1.9K
Event2026-03-31
Filed2026-05-06
KWR
NewQUAKER HOUGHTON
Shares2.0K
Event2026-03-31
Filed2026-05-06
INNVENTURE INC
-8.70%INNVENTURE INC
Shares63.0K
Event2026-03-31
Filed2026-05-06
IWO
0.00%ISHARES TR
Shares780
Event2026-03-31
Filed2026-05-06
SAN
NewBANCO SANTANDER SA
Shares21.7K
Event2026-03-31
Filed2026-05-06
UBS
NewUBS GROUP AG
Shares6.2K
Event2026-03-31
Filed2026-05-06
CFG
15.14%CITIZENS FINL GROUP INC
Shares4.0K
Event2026-03-31
Filed2026-05-06
UNILEVER PLC
NewUNILEVER PLC
Shares4.2K
Event2026-03-31
Filed2026-05-06
VEU
-52.59%VANGUARD INTL EQUITY INDEX F
Shares3.2K
Event2026-03-31
Filed2026-05-06
BBEU
0.00%J P MORGAN EXCHANGE TRADED F
Shares3.3K
Event2026-03-31
Filed2026-05-06
GSLC
0.00%GOLDMAN SACHS ETF TR
Shares1.9K
Event2026-03-31
Filed2026-05-06
ICE
NewINTERCONTINENTAL EXCHANGE IN
Shares1.5K
Event2026-03-31
Filed2026-05-06
CRH PLC
NewCRH PLC
Shares2.2K
Event2026-03-31
Filed2026-05-06
UPS
10.87%UNITED PARCEL SVCS INC
Shares2.3K
Event2026-03-31
Filed2026-05-06
NEM
NewNEWMONT CORP
Shares2.1K
Event2026-03-31
Filed2026-05-06
NVO
17.00%NOVO-NORDISK A S
Shares5.9K
Event2026-03-31
Filed2026-05-06
SONY
32.89%SONY GROUP CORP
Shares10.9K
Event2026-03-31
Filed2026-05-06
IQV
7.10%IQVIA HLDGS INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
RCL
NewROYAL CARIBBEAN GROUP
Shares805
Event2026-03-31
Filed2026-05-06
EBAY
-1.45%EBAY INC.
Shares2.4K
Event2026-03-31
Filed2026-05-06
KB
NewKB FINL GROUP INC
Shares2.2K
Event2026-03-31
Filed2026-05-06
CENCORA INC
NewCENCORA INC
Shares703
Event2026-03-31
Filed2026-05-06
ORLA
0.00%ORLA MNG LTD NEW
Shares13.6K
Event2026-03-31
Filed2026-05-06
MAR
NewMARRIOTT INTL INC NEW
Shares669
Event2026-03-31
Filed2026-05-06
DPZ
-4.99%DOMINOS PIZZA INC
Shares609
Event2026-03-31
Filed2026-05-06
DDOG
NewDATADOG INC
Shares1.8K
Event2026-03-31
Filed2026-05-06
IT
NewGARTNER INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
ADSK
30.35%AUTODESK INC
Shares902
Event2026-03-31
Filed2026-05-06
SOXX
0.00%ISHARES TR
Shares657
Event2026-03-31
Filed2026-05-06
WDAY
NewWORKDAY INC
Shares1.6K
Event2026-03-31
Filed2026-05-06
ATO
NewATMOS ENERGY CORP
Shares1.1K
Event2026-03-31
Filed2026-05-06
SPDW
107.30%SPDR INDEX SHS FDS
Shares4.6K
Event2026-03-31
Filed2026-05-06
TXRH
-1.02%TEXAS ROADHOUSE INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
RJF
8.84%RAYMOND JAMES FINL INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
TGT
NewTARGET CORP
Shares1.7K
Event2026-03-31
Filed2026-05-06
TM
NewTOYOTA MOTOR CORP
Shares1.0K
Event2026-03-31
Filed2026-05-06
SMFG
NewSUMITOMO MITSUI FIN GRP INC
Shares10.4K
Event2026-03-31
Filed2026-05-06
DORM
NewDORMAN PRODS INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
LULU
NewLULULEMON ATHLETICA INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
DT
NewDYNATRACE INC
Shares5.5K
Event2026-03-31
Filed2026-05-06
AEM
NewAGNICO EAGLE MINES LTD
Shares1.0K
Event2026-03-31
Filed2026-05-06
VBR
10.07%VANGUARD INDEX FDS
Shares940
Event2026-03-31
Filed2026-05-06
APD
NewAIR PRODUCTS AND CHEMICALS I
Shares702
Event2026-03-31
Filed2026-05-06
INDA
NewISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-06
SPTM
0.00%SPDR SERIES TRUST
Shares2.6K
Event2026-03-31
Filed2026-05-06
TE CONNECTIVITY PLC
NewTE CONNECTIVITY PLC
Shares971
Event2026-03-31
Filed2026-05-06
ULST
0.00%SSGA ACTIVE ETF TR
Shares5.0K
Event2026-03-31
Filed2026-05-06
JPST
0.00%J P MORGAN EXCHANGE TRADED F
Shares4.0K
Event2026-03-31
Filed2026-05-06
VRSN
NewVERISIGN INC
Shares815
Event2026-03-31
Filed2026-05-06
MKSI
NewMKS INC.
Shares875
Event2026-03-31
Filed2026-05-06
TER
NewTERADYNE INC
Shares678
Event2026-03-31
Filed2026-05-06
LYG
93.17%LLOYDS BANKING GROUP PLC
Shares39.8K
Event2026-03-31
Filed2026-05-06
SOC
2.70%SABLE OFFSHORE CORP
Shares11.6K
Event2026-03-31
Filed2026-05-06
EWO
0.00%ISHARES INC
Shares5.3K
Event2026-03-31
Filed2026-05-06
MFG
NewMIZUHO FINANCIAL GROUP INC
Shares23.6K
Event2026-03-31
Filed2026-05-06
IYW
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-06
FT
0.00%FRANKLIN UNVL TR
Shares22.1K
Event2026-03-31
Filed2026-05-06
APO-PA
0.00%APOLLO GLOBAL MGMT INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
MUFG
NewMITSUBISHI UFJ FINANCIAL GRO
Shares10.3K
Event2026-03-31
Filed2026-05-06
SPYM
NewSPDR SERIES TRUST
Shares2.3K
Event2026-03-31
Filed2026-05-06
DTST
0.00%DATA STORAGE CORP
Shares43.1K
Event2026-03-31
Filed2026-05-06
OTF
NewBLUE OWL TECHNOLOGY FIN CORP
Shares12.9K
Event2026-03-31
Filed2026-05-06
SPMD
NewSPDR SERIES TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-06
HELE
NewHELEN OF TROY LTD
Shares10.9K
Event2026-03-31
Filed2026-05-06
USEA
0.00%UNITED MARITIME CORPORATION
Shares77.1K
Event2026-03-31
Filed2026-05-06
EMXC
77.23%ISHARES INC
Shares1.9K
Event2026-03-31
Filed2026-05-06
AGG
-43.51%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-06
XLP
-21.73%SELECT SECTOR SPDR TR
Shares1.8K
Event2026-03-31
Filed2026-05-06
DIHP
0.00%DIMENSIONAL ETF TRUST
Shares4.6K
Event2026-03-31
Filed2026-05-06
IXN
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-06
WIT
90.93%WIPRO LTD
Shares64.0K
Event2026-03-31
Filed2026-05-06
GSEW
0.00%GOLDMAN SACHS ETF TR
Shares1.6K
Event2026-03-31
Filed2026-05-06
COMP
4.63%COMPASS INC
Shares18.5K
Event2026-03-31
Filed2026-05-06
IWN
-5.42%ISHARES TR
Shares680
Event2026-03-31
Filed2026-05-06
ITOT
25.52%ISHARES TR
Shares900
Event2026-03-31
Filed2026-05-06
DFIV
2328.28%DIMENSIONAL ETF TRUST
Shares2.4K
Event2026-03-31
Filed2026-05-06
IUSV
-45.84%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-06
BAC-PL
0.00%BANK AMERICA CORP
Shares100
Event2026-03-31
Filed2026-05-06
EFV
-59.07%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-06
EFG
0.00%ISHARES TR
Shares972
Event2026-03-31
Filed2026-05-06
FNDE
0.00%SCHWAB STRATEGIC TR
Shares2.8K
Event2026-03-31
Filed2026-05-06
ACWX
12.17%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-06
USMV
NewISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-06
UROY
0.00%URANIUM RTY CORP
Shares28.6K
Event2026-03-31
Filed2026-05-06
SWAN
0.00%AMPLIFY ETF TR
Shares3.3K
Event2026-03-31
Filed2026-05-06
DFSV
NewDIMENSIONAL ETF TRUST
Shares2.9K
Event2026-03-31
Filed2026-05-06
STHO
0.00%STAR HLDGS
Shares13.2K
Event2026-03-31
Filed2026-05-06
MTUM
-33.39%ISHARES TR
Shares405
Event2026-03-31
Filed2026-05-06
VOE
91.67%VANGUARD INDEX FDS
Shares506
Event2026-03-31
Filed2026-05-06
AVDV
0.00%AMERICAN CENTY ETF TR
Shares932
Event2026-03-31
Filed2026-05-06
CMF
6.20%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-06
VOT
35.56%VANGUARD INDEX FDS
Shares305
Event2026-03-31
Filed2026-05-06
VOX
0.00%VANGUARD WORLD FD
Shares424
Event2026-03-31
Filed2026-05-06
ESGD
0.00%ISHARES TR
Shares784
Event2026-03-31
Filed2026-05-06
FNDF
0.00%SCHWAB STRATEGIC TR
Shares1.5K
Event2026-03-31
Filed2026-05-06
BIL
-33.42%SPDR SERIES TRUST
Shares785
Event2026-03-31
Filed2026-05-06
DFGR
NewDIMENSIONAL ETF TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-06
CUE
0.00%CUE BIOPHARMA INC
Shares310.0K
Event2026-03-31
Filed2026-05-06
WFC-PL
0.00%WELLS FARGO & CO
Shares60
Event2026-03-31
Filed2026-05-06
EEM
9.52%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-06
SCHK
NewSCHWAB STRATEGIC TR
Shares2.0K
Event2026-03-31
Filed2026-05-06
XLRE
783.44%SELECT SECTOR SPDR TR
Shares1.4K
Event2026-03-31
Filed2026-05-06
DIBS
0.00%1STDIBS COM INC
Shares10.2K
Event2026-03-31
Filed2026-05-06
XLU
0.00%SELECT SECTOR SPDR TR
Shares1.2K
Event2026-03-31
Filed2026-05-06
DFIS
219.11%DIMENSIONAL ETF TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-06
J P MORGAN EXCHANGE TRADED F
0.00%J P MORGAN EXCHANGE TRADED F
Shares774
Event2026-03-31
Filed2026-05-06
SWVL HOLDINGS CORP
NewSWVL HOLDINGS CORP
Shares37.0K
Event2026-03-31
Filed2026-05-06
MGV
0.00%VANGUARD WORLD FD
Shares355
Event2026-03-31
Filed2026-05-06
IJT
70.00%ISHARES TR
Shares340
Event2026-03-31
Filed2026-05-06
GNR
NewSPDR INDEX SHS FDS
Shares625
Event2026-03-31
Filed2026-05-06
HYLN
NewHYLIION HOLDINGS CORP
Shares25.0K
Event2026-03-31
Filed2026-05-06
IWV
NewISHARES TR
Shares118
Event2026-03-31
Filed2026-05-06
DISV
NewDIMENSIONAL ETF TRUST
Shares1.0K
Event2026-03-31
Filed2026-05-06
DFLV
NewDIMENSIONAL ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-06
IYM
NewISHARES TR
Shares232
Event2026-03-31
Filed2026-05-06
ABEV
NewAMBEV SA
Shares13.6K
Event2026-03-31
Filed2026-05-06
SCZ
97.02%ISHARES TR
Shares463
Event2026-03-31
Filed2026-05-06
DFAE
NewDIMENSIONAL ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-06
IBB
0.00%ISHARES TR
Shares207
Event2026-03-31
Filed2026-05-06
EWY
NewISHARES INC
Shares284
Event2026-03-31
Filed2026-05-06
VV
32.18%VANGUARD INDEX FDS
Shares115
Event2026-03-31
Filed2026-05-06
QUAL
0.00%ISHARES TR
Shares175
Event2026-03-31
Filed2026-05-06
IWB
0.00%ISHARES TR
Shares94
Event2026-03-31
Filed2026-05-06
DFEV
NewDIMENSIONAL ETF TRUST
Shares934
Event2026-03-31
Filed2026-05-06
SCHA
81.80%SCHWAB STRATEGIC TR
Shares1.1K
Event2026-03-31
Filed2026-05-06
OEF
0.00%ISHARES TR
Shares94
Event2026-03-31
Filed2026-05-06
IJK
NewISHARES TR
Shares296
Event2026-03-31
Filed2026-05-06
VXF
0.00%VANGUARD INDEX FDS
Shares142
Event2026-03-31
Filed2026-05-06
NEE-PT
0.00%NEXTERA ENERGY INC
Shares552
Event2026-03-31
Filed2026-05-06
SMMD
150.35%ISHARES TR
Shares358
Event2026-03-31
Filed2026-05-06
VNQ
34.53%VANGUARD INDEX FDS
Shares300
Event2026-03-31
Filed2026-05-06
BWX
0.00%SPDR SERIES TRUST
Shares1.2K
Event2026-03-31
Filed2026-05-06
IGIB
0.00%ISHARES TR
Shares475
Event2026-03-31
Filed2026-05-06
JEPI
-89.93%J P MORGAN EXCHANGE TRADED F
Shares400
Event2026-03-31
Filed2026-05-06
IUSG
0.00%ISHARES TR
Shares141
Event2026-03-31
Filed2026-05-06
SCHC
NewSCHWAB STRATEGIC TR
Shares420
Event2026-03-31
Filed2026-05-06
HYGV
NewFLEXSHARES TR
Shares475
Event2026-03-31
Filed2026-05-06
MOAT
0.00%VANECK ETF TRUST
Shares196
Event2026-03-31
Filed2026-05-06
IEF
-75.80%ISHARES TR
Shares196
Event2026-03-31
Filed2026-05-06
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