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The Analysis of Apollon Wealth Management, LLC's Holdings & P&L

Currently, Apollon Wealth Management, LLC holds 1401 types of securities in its portfolio with a total value $6.2B. In the most recent quarter, they have increased their positions in VCIT (+557.8K shares, valued at $46.2M), VGIT (+756.7K shares, valued at $45.1M), LLY (+22.8K shares, valued at $21.0M); decreased their positions in NFLX (-64.3K shares, valued at $6.2M), N/A (-49.5K shares, valued at $5.7M), IVW (-50.3K shares, valued at $5.7M); initiated new positions in N/A (+94.4K shares, valued at $18.6M), UTHR (+13.3K shares, valued at $7.9M), GPZ (+123.7K shares, valued at $2.7M).

1M P&L

+203.2M+3.45%

3M P&L

-150.0M-2.40%

HY P&L

+110.6M+1.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.7B

48.9%

2Semiconductors318.9M

5.8%

3Consumer Electronics231.7M

4.2%

Top Industries by Stock Count

1N/A595 stocks

45.4%

2Asset Management42 stocks

3.2%

3Software - Application28 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.4M shares5.73%2026-03-312026-04-22

AAPL APPLE INC910.4K shares8.09%2026-03-312026-04-22

IVV ISHARES TR335.0K shares4.74%2026-03-312026-04-22

MSFT MICROSOFT CORP398.7K shares10.25%2026-03-312026-04-22

AMZN AMAZON COM INC542.2K shares13.04%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS180.3K shares-3.51%2026-03-312026-04-22

ALPHABET INC ALPHABET INC361.4K shares21.02%2026-03-312026-04-22

AVLV AMERICAN CENTY ETF TR1.3M shares-3.92%2026-03-312026-04-22

Sponsored

VONG VANGUARD SCOTTSDALE FDS846.8K shares-3.73%2026-03-312026-04-22

BROADCOM INC BROADCOM INC287.5K shares6.07%2026-03-312026-04-22

PTRB PGIM ETF TR1.7M shares0.92%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO219.1K shares9.44%2026-03-312026-04-22

META META PLATFORMS INC107.6K shares18.07%2026-03-312026-04-22

LLY ELI LILLY & CO66.2K shares52.60%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST1.6M shares8.55%2026-03-312026-04-22

ALPHABET INC ALPHABET INC198.4K shares3.93%2026-03-312026-04-22

Sponsored

VCIT VANGUARD SCOTTSDALE FDS684.1K shares441.51%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR96.6K shares5.23%2026-03-312026-04-22

CMDT PIMCO ETF TR1.7M shares11.49%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION55.0K shares16.60%2026-03-312026-04-22

VGIT VANGUARD SCOTTSDALE FDS917.7K shares469.93%2026-03-312026-04-22

HCRB HARTFORD FDS EXCHANGE TRADED1.5M shares0.25%2026-03-312026-04-22

IQLT ISHARES TR1.1M shares1.39%2026-03-312026-04-22

IJH ISHARES TR775.0K shares0.89%2026-03-312026-04-22

Sponsored

QUAL ISHARES TR266.6K shares2.06%2026-03-312026-04-22

WMT WALMART INC407.7K shares18.32%2026-03-312026-04-22

VGT VANGUARD WORLD FD72.5K shares3.40%2026-03-312026-04-22

PYLD PIMCO ETF TR1.9M shares5.20%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F804.5K shares8.27%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL92.4K shares4.86%2026-03-312026-04-22

AVEM AMERICAN CENTY ETF TR512.9K shares3.11%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T58.4K shares-5.46%2026-03-312026-04-22

Sponsored

GEV GE VERNOVA INC43.1K shares32.42%2026-03-312026-04-22

GLW CORNING INC272.6K shares37.40%2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F659.6K shares7.78%2026-03-312026-04-22

HD HOME DEPOT INC111.2K shares32.18%2026-03-312026-04-22

TSLA TESLA INC92.7K shares2.29%2026-03-312026-04-22

USRT ISHARES TR576.2K shares7.12%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON134.1K shares17.96%2026-03-312026-04-22

XOM EXXON MOBIL CORP191.5K shares-0.42%2026-03-312026-04-22

Sponsored

MA MASTERCARD INCORPORATED62.1K shares18.87%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR274.8K shares0.53%2026-03-312026-04-22

XSMO INVESCO EXCHANGE TRADED FD T389.3K shares1.13%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS113.5K shares24.28%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC32.5K shares23.00%2026-03-312026-04-22

ABBV ABBVIE INC119.6K shares6.82%2026-03-312026-04-22

IVW ISHARES TR225.6K shares-18.24%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE80.0K shares91.28%2026-03-312026-04-22

Sponsored

VTI VANGUARD INDEX FDS70.4K shares-3.87%2026-03-312026-04-22

HYDB ISHARES TR484.2K shares49.86%2026-03-312026-04-22

IEFA ISHARES TR247.3K shares-5.66%2026-03-312026-04-22

V VISA INC72.1K shares-4.20%2026-03-312026-04-22

CVX CHEVRON CORPORATION104.3K shares11.47%2026-03-312026-04-22

IJR ISHARES TR169.3K shares-2.68%2026-03-312026-04-22

OBDC BLUE OWL CAPITAL CORPORATION1.9M shares1602.12%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC128.8K shares31.66%2026-03-312026-04-22

Sponsored

BSV VANGUARD BD INDEX FDS261.1K shares8.69%2026-03-312026-04-22

NEE NEXTERA ENERGY INC218.6K shares23.36%2026-03-312026-04-22

IEMG ISHARES INC290.2K shares-0.24%2026-03-312026-04-22

IAGG ISHARES TR404.1K shares-0.97%2026-03-312026-04-22

KHPI MANAGED PORTFOLIO SERIES805.1K shares154.89%2026-03-312026-04-22

PH PARKER-HANNIFIN CORP21.7K shares37.33%2026-03-312026-04-22

JPIE J P MORGAN EXCHANGE TRADED F415.7K shares5513.64%2026-03-312026-04-22

MS MORGAN STANLEY116.3K shares39.79%2026-03-312026-04-22

Sponsored

ARCC ARES CAPITAL CORP1.1M shares398.10%2026-03-312026-04-22

CGDV CAPITAL GROUP DIVIDEND VALUE446.2K shares9.56%2026-03-312026-04-22

IVE ISHARES TR88.4K shares-1.06%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC91.6K shares8.07%2026-03-312026-04-22

ASTRAZENECA PLC ASTRAZENECA PLC94.4K sharesnew addition2026-03-312026-04-22

NFLX NETFLIX INC.191.3K shares-25.14%2026-03-312026-04-22

HMOP HARTFORD FDS EXCHANGE TRADED473.4K shares7.11%2026-03-312026-04-22

VDC VANGUARD WORLD FD80.3K shares10.05%2026-03-312026-04-22

Sponsored

SHOP SHOPIFY INC148.7K shares-0.57%2026-03-312026-04-22

BNL BROADSTONE NET LEASE INC958.8K shares781.59%2026-03-312026-04-22

JAAA JANUS DETROIT STR TR346.9K shares25.15%2026-03-312026-04-22

ASML ASML HLDG NV13.2K shares58.14%2026-03-312026-04-22

MCD MCDONALDS CORP55.9K shares-0.12%2026-03-312026-04-22

CAT CATERPILLAR INC24.3K shares4.96%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC38.6K shares32.20%2026-03-312026-04-22

PEP PEPSICO INC110.9K shares-6.09%2026-03-312026-04-22

Sponsored

GLD SPDR GOLD TR39.9K shares4.13%2026-03-312026-04-22

SPGI S&P GLOBAL INC39.6K shares27.12%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST288.4K shares0.56%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC110.7K shares5.21%2026-03-312026-04-22

LINDE PLC LINDE PLC31.9K shares32.24%2026-03-312026-04-22

JPST J P MORGAN EXCHANGE TRADED F308.9K shares8.83%2026-03-312026-04-22

FHLC FIDELITY COVINGTON TRUST216.4K shares11.97%2026-03-312026-04-22

CGGO CAPITAL GROUP GBL GROWTH EQT452.3K shares7.94%2026-03-312026-04-22

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL21 shares0.00%2026-03-312026-04-22

WM WASTE MGMT INC DEL64.9K shares0.04%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR168.4K shares-4.95%2026-03-312026-04-22

JMUB J P MORGAN EXCHANGE TRADED F294.2K shares4.46%2026-03-312026-04-22

SMH VANECK ETF TRUST38.2K shares-20.38%2026-03-312026-04-22

ROK ROCKWELL AUTOMATION INC40.7K shares45.82%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC33.5K shares40.79%2026-03-312026-04-22

EFV ISHARES TR191.7K shares2.38%2026-03-312026-04-22

Sponsored

VUG VANGUARD INDEX FDS32.5K shares2.81%2026-03-312026-04-22

PG PROCTER & GAMBLE CO98.0K shares7.57%2026-03-312026-04-22

CSCO CISCO SYS INC182.2K shares4.80%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS211.5K shares19.60%2026-03-312026-04-22

QQQI NEOS ETF TRUST257.5K shares23.34%2026-03-312026-04-22

RTX RTX CORPORATION66.0K shares3.37%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC36.9K shares5.01%2026-03-312026-04-22

HON HONEYWELL INTL INC54.3K shares2.65%2026-03-312026-04-22

Sponsored

IGM ISHARES TR101.0K shares-0.75%2026-03-312026-04-22

CGBL CAPITAL GROUP CORE BALANCED347.5K shares35.36%2026-03-312026-04-22

JSI JANUS DETROIT STR TR230.9K shares43.15%2026-03-312026-04-22

ORCL ORACLE CORP80.6K shares-31.20%2026-03-312026-04-22

BUFR FIRST TR EXCHNG TRADED FD VI347.6K shares-9.89%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC70.6K shares775.92%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC12.0K shares-33.00%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC33.8K shares6.99%2026-03-312026-04-22

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET295.5K shares30.47%2026-03-312026-04-22

SPYM SPDR SERIES TRUST146.7K shares45.02%2026-03-312026-04-22

VTV VANGUARD INDEX FDS57.2K shares-0.80%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC92.7K shares2.96%2026-03-312026-04-22

INTC INTEL CORP245.4K shares19.66%2026-03-312026-04-22

SGOV ISHARES TR106.9K shares2893.20%2026-03-312026-04-22

MO ALTRIA GROUP INC161.8K shares104.54%2026-03-312026-04-22

CGGR CAPITAL GROUP GROWTH ETF264.7K shares7.67%2026-03-312026-04-22

Sponsored

KO COCA COLA CO138.5K shares1.93%2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC30.3K shares11.84%2026-03-312026-04-22

VB VANGUARD INDEX FDS39.6K shares-7.42%2026-03-312026-04-22

BIL SPDR SERIES TRUST112.4K shares35.21%2026-03-312026-04-22

ABT ABBOTT LABORATORIES99.6K shares2.44%2026-03-312026-04-22

IUSB ISHARES TR221.0K shares6.18%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC58.0K shares3.19%2026-03-312026-04-22

UNP UNION PAC CORP41.3K shares-1.75%2026-03-312026-04-22

Sponsored

MLPX GLOBAL X FDS132.9K shares6.51%2026-03-312026-04-22

ROL ROLLINS INC182.6K shares35.37%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR377.3K shares-5.42%2026-03-312026-04-22

APH AMPHENOL CORP76.4K shares0.86%2026-03-312026-04-22

BAC BANK AMERICA CORP198.1K shares5.86%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC82.4K shares-37.55%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR322.8K shares-4.05%2026-03-312026-04-22

AMAT APPLIED MATLS INC27.4K shares0.81%2026-03-312026-04-22

Sponsored

PM PHILIP MORRIS INTL INC56.0K shares-0.89%2026-03-312026-04-22

CRM SALESFORCE INC49.1K shares70.69%2026-03-312026-04-22

BKR BAKER HUGHES COMPANY145.1K shares421.82%2026-03-312026-04-22

CMI CUMMINS INC16.2K shares16.52%2026-03-312026-04-22

SPRX LISTED FDS TR243.9K shares2.86%2026-03-312026-04-22

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN409.5K shares1887.98%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP39.9K shares-1.70%2026-03-312026-04-22

MFSV MFS ACTIVE EXCHANGE TRADED F317.7K shares33.45%2026-03-312026-04-22

Sponsored

FUTY FIDELITY COVINGTON TRUST142.0K shares8.21%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS38.7K shares-2.68%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC29.5K shares-11.17%2026-03-312026-04-22

IWF ISHARES TR18.5K shares-7.22%2026-03-312026-04-22

UTHR UNITED THERAPEUTICS CORP DEL13.3K sharesnew addition2026-03-312026-04-22

AMGN AMGEN INC22.3K shares2.52%2026-03-312026-04-22

CB CHUBB LTD SWITZ24.0K shares3.84%2026-03-312026-04-22

OPER ETF SER SOLUTIONS77.2K shares-6.86%2026-03-312026-04-22

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP22.2K shares3.10%2026-03-312026-04-22

LOW LOWES COS INC32.1K shares-4.15%2026-03-312026-04-22

DE DEERE & CO12.9K shares0.56%2026-03-312026-04-22

JCPB J P MORGAN EXCHANGE TRADED F154.5K shares3.45%2026-03-312026-04-22

SPYI NEOS ETF TRUST145.3K shares26.78%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP11.8K shares-1.90%2026-03-312026-04-22

AIRR FIRST TR EXCHANGE TRADED FD64.0K shares24.11%2026-03-312026-04-22

OEF ISHARES TR22.2K shares-36.19%2026-03-312026-04-22

Sponsored

TMO THERMO FISHER SCIENTIFIC INC14.3K shares0.66%2026-03-312026-04-22

MTUM ISHARES TR29.0K shares3.99%2026-03-312026-04-22

HWM HOWMET AEROSPACE INC29.9K shares2.90%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC60.2K shares-6.54%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC18.9K shares2.22%2026-03-312026-04-22

CGDG CAPITAL GROUP DIVIDEND GROWE187.4K shares30.50%2026-03-312026-04-22

ENB ENBRIDGE INC123.7K shares317.24%2026-03-312026-04-22

AGG ISHARES TR67.0K shares20.93%2026-03-312026-04-22

Sponsored

TXN TEXAS INSTRS INC34.2K shares7.10%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO26.2K shares12.01%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC16.7K shares10.34%2026-03-312026-04-22

VT VANGUARD INTL EQUITY INDEX F46.8K shares-0.62%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND13.9K shares33.01%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F85.2K shares40.94%2026-03-312026-04-22

DFIC DIMENSIONAL ETF TRUST180.0K shares-1.07%2026-03-312026-04-22

MCK MCKESSON CORP7.4K shares9.57%2026-03-312026-04-22

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW48.6K shares9.26%2026-03-312026-04-22

BAI BLACKROCK ETF TRUST192.6K shares6.77%2026-03-312026-04-22

THRO BLACKROCK ETF TRUST174.8K shares6.15%2026-03-312026-04-22

SO SOUTHERN CO65.0K shares-5.91%2026-03-312026-04-22

DNP DNP SELECT INCOME FD INC596.3K shares-19.80%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO100.4K shares8.56%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS41.0K shares4.39%2026-03-312026-04-22

T AT&T INC208.6K shares-3.73%2026-03-312026-04-22

Sponsored

WFC WELLS FARGO & CO75.8K shares-0.81%2026-03-312026-04-22

TJX TJX COS INC NEW36.7K shares0.23%2026-03-312026-04-22

KLAC KLA CORP4.0K shares1.07%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC47.6K shares7.04%2026-03-312026-04-22

ITA ISHARES TR26.7K shares-11.23%2026-03-312026-04-22

UCON FIRST TR EXCHNG TRADED FD VI234.6K shares-29.13%2026-03-312026-04-22

ORLY OREILLY AUTOMOTIVE INC62.6K shares-1.75%2026-03-312026-04-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL14.7K shares19.60%2026-03-312026-04-22

Sponsored

SCHD SCHWAB STRATEGIC TR187.3K shares0.48%2026-03-312026-04-22

MINT PIMCO ETF TR56.5K shares-20.61%2026-03-312026-04-22

CGCB CAPITAL GRP FIXED INCM ETF T215.3K shares45.27%2026-03-312026-04-22

MDLZ MONDELEZ INTL INC98.0K shares-0.52%2026-03-312026-04-22

QCOM QUALCOMM INC43.7K shares0.44%2026-03-312026-04-22

EFA ISHARES TR57.7K shares1.37%2026-03-312026-04-22

ROST ROSS STORES INC25.7K shares2.29%2026-03-312026-04-22

ADI ANALOG DEVICES INC17.5K shares6.11%2026-03-312026-04-22

Sponsored

NOC NORTHROP GRUMMAN CORP8.1K shares-0.64%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC12.0K shares7.76%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST141.7K shares0.15%2026-03-312026-04-22

INTU INTUIT12.7K shares-5.70%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC26.3K shares3.37%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T28.4K shares-5.03%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC108.1K shares-0.99%2026-03-312026-04-22

VBR VANGUARD INDEX FDS24.5K shares0.27%2026-03-312026-04-22

Sponsored

SLV ISHARES SILVER TR77.5K shares10.55%2026-03-312026-04-22

EFG ISHARES TR47.4K shares71.01%2026-03-312026-04-22

DIS DISNEY WALT CO54.5K shares-3.99%2026-03-312026-04-22

FNDE SCHWAB STRATEGIC TR136.5K shares11.29%2026-03-312026-04-22

SCHA SCHWAB STRATEGIC TR179.5K shares1.25%2026-03-312026-04-22

FEGE RBB FUND TRUST111.0K shares26.00%2026-03-312026-04-22

ET ENERGY TRANSFER L P267.9K shares1.74%2026-03-312026-04-22

BA BOEING CO25.7K shares3.37%2026-03-312026-04-22

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND25.6K shares-2.43%2026-03-312026-04-22

JPUS J P MORGAN EXCHANGE TRADED F38.8K shares-0.85%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO16.6K shares-3.44%2026-03-312026-04-22

GILD GILEAD SCIENCES INC35.7K shares-2.67%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR199.6K shares8.48%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F91.0K shares45.59%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 407.9K shares-4.95%2026-03-312026-04-22

CGCV CAPITAL GROUP CONSERVATIVE E162.9K shares37.81%2026-03-312026-04-22

Sponsored

CSQ CALAMOS STRATEGIC TOTAL RETU281.1K shares-29.73%2026-03-312026-04-22

TRGP TARGA RES CORP19.1K shares-4.81%2026-03-312026-04-22

GRMN GARMIN LTD20.4K shares5.35%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR35.3K shares-3.07%2026-03-312026-04-22

USMV ISHARES TR50.3K shares0.77%2026-03-312026-04-22

PWR QUANTA SVCS INC8.5K shares51.42%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L122.7K shares12.62%2026-03-312026-04-22

CSHI NEOS ETF TRUST91.4K shares181.40%2026-03-312026-04-22

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XLE SELECT SECTOR SPDR TR74.1K shares-3.32%2026-03-312026-04-22

OKE ONEOK INC NEW49.9K shares6.68%2026-03-312026-04-22

TMUS T-MOBILE US INC21.3K shares-51.21%2026-03-312026-04-22

PFE PFIZER INC158.9K shares4.37%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC10.6K shares1.61%2026-03-312026-04-22

MBB ISHARES TR46.0K shares6.09%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC50.1K shares5.44%2026-03-312026-04-22

MBSF VALUED ADVISERS TR167.5K shares89.10%2026-03-312026-04-22

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SCHE SCHWAB STRATEGIC TR128.8K shares6.57%2026-03-312026-04-22

ITOT ISHARES TR29.8K shares-1.62%2026-03-312026-04-22

AFL AFLAC INC38.5K shares2.13%2026-03-312026-04-22

VO VANGUARD INDEX FDS14.4K shares2.16%2026-03-312026-04-22

CME CME GROUP INC14.0K shares4.52%2026-03-312026-04-22

RDVI FIRST TR EXCHANGE-TRADED FD161.5K shares336.51%2026-03-312026-04-22

MGNR AMERICAN BEACON SELECT FUNDS79.5K shares-7.19%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC957 shares6.22%2026-03-312026-04-22

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PJAN INNOVATOR ETFS TRUST86.9K shares135.23%2026-03-312026-04-22

DFEM DIMENSIONAL ETF TRUST115.6K shares1.78%2026-03-312026-04-22

SDVY FIRST TR EXCHANGE TRADED FD101.1K shares-5.03%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP42.0K shares1.92%2026-03-312026-04-22

SPMD SPDR SERIES TRUST66.7K shares12.50%2026-03-312026-04-22

IGSB ISHARES TR74.8K shares121.76%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC29.4K shares6.12%2026-03-312026-04-22

EMR EMERSON ELEC CO29.3K shares-2.92%2026-03-312026-04-22

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CTAS CINTAS CORP22.5K shares-8.21%2026-03-312026-04-22

SBUX STARBUCKS CORP42.4K shares4.02%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP13.4K shares8.67%2026-03-312026-04-22

IYW ISHARES TR20.3K shares-5.69%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST51.9K shares-1.32%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR116.4K shares-1.44%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN17.6K shares-7.42%2026-03-312026-04-22

GOVT ISHARES TR156.1K shares290.29%2026-03-312026-04-22

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HIMU BLACKROCK ETF TRUST II73.4K shares22.63%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR23.8K shares6.18%2026-03-312026-04-22

TLT ISHARES TR40.2K shares118.31%2026-03-312026-04-22

GDX VANECK ETF TRUST37.9K shares-2.56%2026-03-312026-04-22

COP CONOCOPHILLIPS26.3K shares4.56%2026-03-312026-04-22

DFAU DIMENSIONAL ETF TRUST77.0K shares-10.49%2026-03-312026-04-22

FV FIRST TR EXCHANGE TRADED FD57.2K shares-12.06%2026-03-312026-04-22

TLH ISHARES TR34.3K shares10.80%2026-03-312026-04-22

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HCA HCA HEALTHCARE INC7.2K shares32.77%2026-03-312026-04-22

NEM NEWMONT CORP31.5K shares-8.21%2026-03-312026-04-22

IEF ISHARES TR35.4K shares460.95%2026-03-312026-04-22

IWM ISHARES TR13.6K shares-8.58%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC33.9K shares7.31%2026-03-312026-04-22

GSLC GOLDMAN SACHS ETF TR26.7K shares0.26%2026-03-312026-04-22

IDXX IDEXX LABS INC5.9K shares4.70%2026-03-312026-04-22

DHR DANAHER CORP DEL17.6K shares-1.46%2026-03-312026-04-22

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IWD ISHARES TR15.6K shares-6.49%2026-03-312026-04-22

PAVE GLOBAL X FDS65.3K shares-0.24%2026-03-312026-04-22

LBRT LIBERTY ENERGY INC114.9K shares-5.64%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP27.6K shares4.60%2026-03-312026-04-22

KMI KINDER MORGAN INC DEL97.5K shares4.61%2026-03-312026-04-22

SYK STRYKER CORPORATION9.8K shares-62.19%2026-03-312026-04-22

LSGR NATIXIS ETF TRUST II81.5K shares-1.76%2026-03-312026-04-22

SOXX ISHARES TR9.7K shares-3.89%2026-03-312026-04-22

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BINC BLACKROCK ETF TRUST II60.9K shares-8.58%2026-03-312026-04-22

CVS CVS HEALTH CORP43.6K shares-1.75%2026-03-312026-04-22

ICE INTERCONTINENTAL EXCHANGE IN19.8K shares3.16%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC12.0K shares2.37%2026-03-312026-04-22

MSTR STRATEGY INC24.8K shares17.04%2026-03-312026-04-22

VOOG VANGUARD ADMIRAL FDS INC7.5K shares0.47%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I10.5K shares-22.03%2026-03-312026-04-22

MUB ISHARES TR28.5K shares1.60%2026-03-312026-04-22

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SE SEA LTD36.4K shares1.12%2026-03-312026-04-22

CSX CSX CORP73.3K shares13.64%2026-03-312026-04-22

MMM 3M CO20.7K shares-4.89%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP10.4K shares-0.02%2026-03-312026-04-22

CTA SIMPLIFY EXCHANGE TRADED FUN98.3K shares116.01%2026-03-312026-04-22

FNDF SCHWAB STRATEGIC TR60.6K shares23.13%2026-03-312026-04-22

REGN REGENERON PHARMACEUTICALS3.8K shares7.40%2026-03-312026-04-22

PGR PROGRESSIVE CORP14.8K shares-2.62%2026-03-312026-04-22

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FIX COMFORT SYS USA INC2.1K shares24.39%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO33.5K shares0.85%2026-03-312026-04-22

AME AMETEK INC13.3K shares-2.88%2026-03-312026-04-22

IWR ISHARES TR29.2K shares-0.50%2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II25.1K shares27.83%2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR61.1K shares0.31%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP15.3K shares5.44%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC28.4K shares-4.05%2026-03-312026-04-22

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EOG EOG RES INC19.2K shares5.56%2026-03-312026-04-22

DHI D R HORTON INC20.1K shares-4.63%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION21.0K shares8.21%2026-03-312026-04-22

TFC TRUIST FINL CORP59.6K shares3.25%2026-03-312026-04-22

VMBS VANGUARD SCOTTSDALE FDS58.2K shares117.67%2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP10.2K shares0.94%2026-03-312026-04-22

UTEN RBB FD INC62.3K shares5.96%2026-03-312026-04-22

ARES ARES MANAGEMENT CORPORATION24.8K shares14.20%2026-03-312026-04-22

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SLDE SLIDE INS HLDGS INC148.1K shares-13.64%2026-03-312026-04-22

RLY SSGA ACTIVE ETF TR73.7K shares-3.86%2026-03-312026-04-22

VNLA JANUS DETROIT STR TR54.4K shares3.95%2026-03-312026-04-22

GPZ VANECK ETF TRUST123.7K sharesnew addition2026-03-312026-04-22

MAR MARRIOTT INTL INC NEW8.1K shares-12.36%2026-03-312026-04-22

QQA INVESCO ACTIVELY MANAGED EXC52.9K shares134.61%2026-03-312026-04-22

MPC MARATHON PETE CORP10.7K shares-6.95%2026-03-312026-04-22

APP APPLOVIN CORP6.5K shares-11.22%2026-03-312026-04-22

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CSRE COHEN & STEERS ETF TRUST99.1K sharesnew addition2026-03-312026-04-22

QQQM INVESCO EXCH TRADED FD TR II10.9K shares-2.73%2026-03-312026-04-22

FFEB FIRST TR EXCHNG TRADED FD VI46.2K shares0.12%2026-03-312026-04-22

JANM FIRST TR EXCHNG TRADED FD VI78.3K shares-0.03%2026-03-312026-04-22

IGV ISHARES TR32.1K shares411.21%2026-03-312026-04-22

VBK VANGUARD INDEX FDS8.5K shares-3.84%2026-03-312026-04-22

NOBL PROSHARES TR24.1K shares-16.85%2026-03-312026-04-22

IGIB ISHARES TR48.0K shares402.03%2026-03-312026-04-22

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SPSM SPDR SERIES TRUST52.7K shares13.70%2026-03-312026-04-22

SPSB SPDR SERIES TRUST84.3K shares-23.09%2026-03-312026-04-22

VST VISTRA CORP16.8K shares8.37%2026-03-312026-04-22

ATO ATMOS ENERGY CORP13.6K shares-2.21%2026-03-312026-04-22

DFSD DIMENSIONAL ETF TRUST52.4K shares-0.01%2026-03-312026-04-22

FNDA SCHWAB STRATEGIC TR77.2K shares27.05%2026-03-312026-04-22

MCO MOODYS CORP5.7K shares5.18%2026-03-312026-04-22

CDNS CADENCE DESIGN SYSTEM INC8.9K shares6.14%2026-03-312026-04-22

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SAN BANCO SANTANDER SA220.2K shares77.39%2026-03-312026-04-22

WMB WILLIAMS COS INC34.1K shares-4.00%2026-03-312026-04-22

PHYS SPROTT ASSET MANAGEMENT LP69.9K shares3.25%2026-03-312026-04-22

PLD PROLOGIS INC.18.7K shares-3.03%2026-03-312026-04-22

PSX PHILLIPS 6613.5K shares1.69%2026-03-312026-04-22

VLO VALERO ENERGY CORP9.9K shares-4.63%2026-03-312026-04-22

IJK ISHARES TR24.3K shares6.03%2026-03-312026-04-22

WDC WESTERN DIGITAL CORP8.8K shares35.64%2026-03-312026-04-22

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GRID FIRST TR EXCHANGE-TRADED FD14.4K shares296.35%2026-03-312026-04-22

ICSH ISHARES TR46.0K sharesnew addition2026-03-312026-04-22

ADBE ADOBE INC9.5K shares5.76%2026-03-312026-04-22

IEI ISHARES TR19.3K shares238.85%2026-03-312026-04-22

EEM ISHARES TR40.0K shares4.28%2026-03-312026-04-22

GWW WW GRAINGER INC2.1K shares4.84%2026-03-312026-04-22

HTGC HERCULES CAPITAL INC151.8K shares680.64%2026-03-312026-04-22

GBIL GOLDMAN SACHS ETF TR21.9K shares0.00%2026-03-312026-04-22

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IGLB ISHARES TR43.8K sharesnew addition2026-03-312026-04-22

XYL XYLEM INC18.1K shares-1.79%2026-03-312026-04-22

ESGU ISHARES TR15.3K shares-4.56%2026-03-312026-04-22

NOW SERVICENOW INC20.6K shares25.24%2026-03-312026-04-22

ASTS AST SPACEMOBILE INC25.9K shares158.60%2026-03-312026-04-22

D DOMINION ENERGY INC34.3K shares2.28%2026-03-312026-04-22

PCAR PACCAR INC18.4K shares-4.01%2026-03-312026-04-22

OVLH LISTED FDS TR55.5K shares3.19%2026-03-312026-04-22

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TPL TEXAS PACIFIC LAND CORPORATI4.4K shares8.55%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS42.0K shares-31.29%2026-03-312026-04-22

FCX FREEPORT MCMORAN INC35.6K shares18.63%2026-03-312026-04-22

CIBR FIRST TR EXCHANGE-TRADED FD33.3K shares154.07%2026-03-312026-04-22

DGRW WISDOMTREE TR23.6K shares-22.99%2026-03-312026-04-22

ADSK AUTODESK INC8.6K shares0.88%2026-03-312026-04-22

NVO NOVO-NORDISK A S56.0K shares-7.92%2026-03-312026-04-22

TE CONNECTIVITY PLC TE CONNECTIVITY PLC9.8K shares15.80%2026-03-312026-04-22

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ALPS ETF TR ALPS ETF TR39.0K shares-22.92%2026-03-312026-04-22

CENCORA INC CENCORA INC6.5K shares-0.29%2026-03-312026-04-22

DON WISDOMTREE TR38.9K shares-22.02%2026-03-312026-04-22

SPYG SPDR SERIES TRUST20.9K shares-48.41%2026-03-312026-04-22

STZ CONSTELLATION BRANDS INC13.6K shares1.69%2026-03-312026-04-22

KMB KIMBERLY-CLARK CORP21.1K shares23.11%2026-03-312026-04-22

LVHI LEGG MASON ETF INVT50.3K shares47.71%2026-03-312026-04-22

BN BROOKFIELD CORP50.3K shares-1.65%2026-03-312026-04-22

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SCHH SCHWAB STRATEGIC TR94.7K shares-5.27%2026-03-312026-04-22

PNOV INNOVATOR ETFS TRUST49.8K shares105.00%2026-03-312026-04-22

FJAN FIRST TR EXCHNG TRADED FD VI40.2K shares2.64%2026-03-312026-04-22

VHT VANGUARD WORLD FD7.4K shares-21.39%2026-03-312026-04-22

IDEF BLACKROCK ETF TRUST61.3K sharesnew addition2026-03-312026-04-22

GQI NATIXIS ETF TR36.5K shares-3.20%2026-03-312026-04-22

ROP ROPER TECHNOLOGIES INC5.7K shares-18.66%2026-03-312026-04-22

MSCI MSCI INC3.7K shares15.51%2026-03-312026-04-22

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AMP AMERIPRISE FINL INC4.5K shares10.62%2026-03-312026-04-22

AXON AXON ENTERPRISE INC4.7K shares13.06%2026-03-312026-04-22

PJUN INNOVATOR ETFS TRUST47.1K sharesnew addition2026-03-312026-04-22

RJF RAYMOND JAMES FINL INC13.6K shares-7.74%2026-03-312026-04-22

BLCR BLACKROCK ETF TRUST47.8K sharesnew addition2026-03-312026-04-22

SDY SPDR SERIES TRUST13.4K shares-17.58%2026-03-312026-04-22

MELI MERCADOLIBRE INC1.1K shares45.71%2026-03-312026-04-22

EME EMCOR GROUP INC2.6K shares23.76%2026-03-312026-04-22

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CMCSA COMCAST CORP NEW67.4K shares-3.32%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS42.3K shares0.51%2026-03-312026-04-22

WPC WP CAREY INC28.3K shares-17.01%2026-03-312026-04-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR9.7K shares365.54%2026-03-312026-04-22

GPRK GEOPARK LTD200.8K shares0.00%2026-03-312026-04-22

CGHM CAPITAL GRP FIXED INCM ETF T75.1K sharesnew addition2026-03-312026-04-22

BND VANGUARD BD INDEX FDS25.8K shares-4.16%2026-03-312026-04-22

SNPS SYNOPSYS INC4.8K shares6.11%2026-03-312026-04-22

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FJUL FIRST TR EXCHNG TRADED FD VI34.5K shares0.00%2026-03-312026-04-22

RSG REPUBLIC SVCS INC8.6K shares3.83%2026-03-312026-04-22

MPLX MPLX LP32.8K shares-2.14%2026-03-312026-04-22

FDX FEDEX CORP5.2K shares27.52%2026-03-312026-04-22

SNOW SNOWFLAKE INC12.1K shares13.43%2026-03-312026-04-22

DGRO ISHARES TR25.9K shares-3.52%2026-03-312026-04-22

DLR DIGITAL RLTY TR INC10.1K shares0.95%2026-03-312026-04-22

ZTS ZOETIS INC15.2K shares2.33%2026-03-312026-04-22

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OMC OMNICOM GROUP INC23.9K shares11.65%2026-03-312026-04-22

AAAU GOLDMAN SACHS PHYSICAL GOLD39.0K shares0.01%2026-03-312026-04-22

DUSB DIMENSIONAL ETF TRUST35.5K shares-45.80%2026-03-312026-04-22

AJG GALLAGHER ARTHUR J & CO8.3K shares-7.29%2026-03-312026-04-22

RCL ROYAL CARIBBEAN GROUP6.5K shares5.23%2026-03-312026-04-22

BR BROADRIDGE FINL SOLUTIONS IN11.0K shares-73.75%2026-03-312026-04-22

JKHY HENRY JACK & ASSOC INC11.3K shares-15.44%2026-03-312026-04-22

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC16.0K shares-44.54%2026-03-312026-04-22

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MLM MARTIN MARIETTA MATLS INC3.0K shares6.94%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR58.0K shares-4.32%2026-03-312026-04-22

VXUS VANGUARD STAR FDS22.7K shares83.79%2026-03-312026-04-22

RDVY FIRST TR EXCHANGE TRADED FD25.6K shares24.21%2026-03-312026-04-22

CFG CITIZENS FINL GROUP INC29.1K shares12.22%2026-03-312026-04-22

URI UNITED RENTALS INC2.4K shares7.38%2026-03-312026-04-22

IJJ ISHARES TR13.1K shares-6.36%2026-03-312026-04-22

OVL LISTED FDS TR34.5K sharesnew addition2026-03-312026-04-22

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AVDE AMERICAN CENTY ETF TR20.4K shares0.18%2026-03-312026-04-22

HPE HEWLETT PACKARD ENTERPRISE C72.4K shares92.02%2026-03-312026-04-22

FTNT FORTINET INC21.0K shares10.16%2026-03-312026-04-22

BP BP PLC35.6K shares0.40%2026-03-312026-04-22

VOT VANGUARD INDEX FDS6.5K shares-49.37%2026-03-312026-04-22

IVES WEDBUSH SER TR58.5K shares70.43%2026-03-312026-04-22

NVS NOVARTIS AG10.8K shares3.28%2026-03-312026-04-22

IXUS ISHARES TR18.6K shares-1.86%2026-03-312026-04-22

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SPG SIMON PPTY GROUP INC NEW8.6K shares3.21%2026-03-312026-04-22

OXY OCCIDENTAL PETE CORP24.5K shares22.10%2026-03-312026-04-22

BSX BOSTON SCIENTIFIC CORP25.0K shares1.87%2026-03-312026-04-22

GLDM WORLD GOLD TR16.9K shares-27.33%2026-03-312026-04-22

SLB SLB LIMITED30.4K shares25.01%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR31.7K shares0.19%2026-03-312026-04-22

NI NISOURCE INC33.5K shares69.32%2026-03-312026-04-22

PWB INVESCO EXCHANGE TRADED FD T12.4K shares-1.94%2026-03-312026-04-22

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PAPR INNOVATOR ETFS TRUST39.1K shares0.66%2026-03-312026-04-22

DVN DEVON ENERGY CORP NEW30.8K shares-0.05%2026-03-312026-04-22

HELO J P MORGAN EXCHANGE TRADED F24.3K shares-6.11%2026-03-312026-04-22

SDCI USCF ETF TR56.9K shares0.00%2026-03-312026-04-22

IDMO INVESCO EXCH TRADED FD TR II28.3K shares8.55%2026-03-312026-04-22

PAYX PAYCHEX INC16.8K shares-18.89%2026-03-312026-04-22

XEL XCEL ENERGY INC19.4K shares-9.06%2026-03-312026-04-22

FAST FASTENAL CO32.6K shares-2.65%2026-03-312026-04-22

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JMBS JANUS DETROIT STR TR33.4K shares-20.16%2026-03-312026-04-22

PAA PLAINS ALL AMERN PIPELINE L67.4K shares-18.36%2026-03-312026-04-22

NKE NIKE INC28.3K shares14.69%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC20.8K shares-12.76%2026-03-312026-04-22

BIP BROOKFIELD INFRASTRUCTURE PA41.3K shares-8.74%2026-03-312026-04-22

DSI ISHARES TR12.3K shares6.95%2026-03-312026-04-22

FTSM FIRST TR EXCHANGE-TRADED FD24.7K shares0.00%2026-03-312026-04-22

GPIX GOLDMAN SACHS ETF TR29.5K shares2.20%2026-03-312026-04-22

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SHY ISHARES TR17.8K shares68.10%2026-03-312026-04-22

FTCS FIRST TR EXCHANGE-TRADED FD15.8K shares-2.82%2026-03-312026-04-22

EXC EXELON CORP29.8K shares2.60%2026-03-312026-04-22

USB US BANCORP28.0K shares-10.56%2026-03-312026-04-22

WPM WHEATON PRECIOUS METALS CORP11.1K shares-23.92%2026-03-312026-04-22

KVUE KENVUE INC84.2K shares24.59%2026-03-312026-04-22

MFSG MFS ACTIVE EXCHANGE TRADED F56.5K shares1.59%2026-03-312026-04-22

SUN SUNOCO LP/SUNOCO FIN CORP22.2K shares-12.63%2026-03-312026-04-22

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UNILEVER PLC UNILEVER PLC25.0K shares4.94%2026-03-312026-04-22

PSEP INNOVATOR ETFS TRUST33.0K shares0.00%2026-03-312026-04-22

IBB ISHARES TR8.4K shares-0.59%2026-03-312026-04-22

LMBS FIRST TR EXCHANGE-TRADED FD28.4K shares-36.54%2026-03-312026-04-22

WCMI FIRST TR EXCHANGE-TRADED FD83.9K shares33.66%2026-03-312026-04-22

DFAR DIMENSIONAL ETF TRUST59.2K shares-8.92%2026-03-312026-04-22

ECL ECOLAB INC5.2K shares4.03%2026-03-312026-04-22

COPX GLOBAL X FDS18.2K sharesnew addition2026-03-312026-04-22

Sponsored

NLR VANECK ETF TRUST10.4K shares50.74%2026-03-312026-04-22

AYI ACUITY INC4.9K shares2.21%2026-03-312026-04-22

FHN FIRST HORIZON CORPORATION60.5K shares-25.69%2026-03-312026-04-22

SHEL SHELL PLC14.7K shares8.99%2026-03-312026-04-22

OWL BLUE OWL CAPITAL INC148.8K shares49.88%2026-03-312026-04-22

SDOG ALPS ETF TR20.8K shares-2.48%2026-03-312026-04-22

CMG CHIPOTLE MEXICAN GRILL INC42.2K shares14.69%2026-03-312026-04-22

CAC CAMDEN NATL CORP28.5K shares0.00%2026-03-312026-04-22

Sponsored

DCI DONALDSON INC15.9K shares-4.94%2026-03-312026-04-22

DXCM DEXCOM INC21.4K shares31.24%2026-03-312026-04-22

VPL VANGUARD INTL EQUITY INDEX F13.8K shares-0.44%2026-03-312026-04-22

AIVL WISDOMTREE TR11.6K shares-18.22%2026-03-312026-04-22

EPI WISDOMTREE TR32.8K shares18.04%2026-03-312026-04-22

MNST MONSTER BEVERAGE CORP NEW18.4K shares-2.21%2026-03-312026-04-22

DOV DOVER CORP6.4K shares13.58%2026-03-312026-04-22

CGMS CAPITAL GRP FIXED INCM ETF T48.9K shares-9.99%2026-03-312026-04-22

Sponsored

OTF BLUE OWL TECHNOLOGY FIN CORP107.0K shares47.04%2026-03-312026-04-22

JMST J P MORGAN EXCHANGE TRADED F26.0K shares14.58%2026-03-312026-04-22

ALL ALLSTATE CORP6.4K shares7.07%2026-03-312026-04-22

STLD STEEL DYNAMICS INC7.4K shares74.32%2026-03-312026-04-22

NVDA

NVIDIA CORPORATION

5.73%

Shares1.4M

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

8.09%

Shares910.4K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

4.74%

Shares335.0K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

10.25%

Shares398.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

13.04%

Shares542.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-3.51%

Shares180.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

21.02%

Shares361.4K

Event2026-03-31

Filed2026-04-22

AVLV

AMERICAN CENTY ETF TR

-3.92%

Shares1.3M

Event2026-03-31

Filed2026-04-22

VONG

VANGUARD SCOTTSDALE FDS

-3.73%

Shares846.8K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

6.07%

Shares287.5K

Event2026-03-31

Filed2026-04-22

PTRB

PGIM ETF TR

0.92%

Shares1.7M

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

9.44%

Shares219.1K

Event2026-03-31

Filed2026-04-22

META

META PLATFORMS INC

18.07%

Shares107.6K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

52.60%

Shares66.2K

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL ETF TRUST

8.55%

Shares1.6M

Event2026-03-31

Filed2026-04-22

ALPHABET INC

3.93%

Shares198.4K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

441.51%

Shares684.1K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

5.23%

Shares96.6K

Event2026-03-31

Filed2026-04-22

CMDT

PIMCO ETF TR

11.49%

Shares1.7M

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

16.60%

Shares55.0K

Event2026-03-31

Filed2026-04-22

VGIT

VANGUARD SCOTTSDALE FDS

469.93%

Shares917.7K

Event2026-03-31

Filed2026-04-22

HCRB

HARTFORD FDS EXCHANGE TRADED

0.25%

Shares1.5M

Event2026-03-31

Filed2026-04-22

IQLT

ISHARES TR

1.39%

Shares1.1M

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

0.89%

Shares775.0K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

2.06%

Shares266.6K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

18.32%

Shares407.7K

Event2026-03-31

Filed2026-04-22

VGT

VANGUARD WORLD FD

3.40%

Shares72.5K

Event2026-03-31

Filed2026-04-22

PYLD

PIMCO ETF TR

5.20%

Shares1.9M

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

8.27%

Shares804.5K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

4.86%

Shares92.4K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

3.11%

Shares512.9K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-5.46%

Shares58.4K

Event2026-03-31

Filed2026-04-22

GEV

GE VERNOVA INC

32.42%

Shares43.1K

Event2026-03-31

Filed2026-04-22

GLW

CORNING INC

37.40%

Shares272.6K

Event2026-03-31

Filed2026-04-22

JEPQ

J P MORGAN EXCHANGE TRADED F

7.78%

Shares659.6K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

32.18%

Shares111.2K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

2.29%

Shares92.7K

Event2026-03-31

Filed2026-04-22

USRT

ISHARES TR

7.12%

Shares576.2K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

17.96%

Shares134.1K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-0.42%

Shares191.5K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

18.87%

Shares62.1K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

0.53%

Shares274.8K

Event2026-03-31

Filed2026-04-22

XSMO

INVESCO EXCHANGE TRADED FD T

1.13%

Shares389.3K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

24.28%

Shares113.5K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

23.00%

Shares32.5K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

6.82%

Shares119.6K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

-18.24%

Shares225.6K

Event2026-03-31

Filed2026-04-22

GE AEROSPACE

91.28%

Shares80.0K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

-3.87%

Shares70.4K

Event2026-03-31

Filed2026-04-22

HYDB

ISHARES TR

49.86%

Shares484.2K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

-5.66%

Shares247.3K

Event2026-03-31

Filed2026-04-22

VISA INC

-4.20%

Shares72.1K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

11.47%

Shares104.3K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

-2.68%

Shares169.3K

Event2026-03-31

Filed2026-04-22

OBDC

BLUE OWL CAPITAL CORPORATION

1602.12%

Shares1.9M

Event2026-03-31

Filed2026-04-22

PANW

PALO ALTO NETWORKS INC

31.66%

Shares128.8K

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

8.69%

Shares261.1K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

23.36%

Shares218.6K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

-0.24%

Shares290.2K

Event2026-03-31

Filed2026-04-22

IAGG

ISHARES TR

-0.97%

Shares404.1K

Event2026-03-31

Filed2026-04-22

KHPI

MANAGED PORTFOLIO SERIES

154.89%

Shares805.1K

Event2026-03-31

Filed2026-04-22

PARKER-HANNIFIN CORP

37.33%

Shares21.7K

Event2026-03-31

Filed2026-04-22

JPIE

J P MORGAN EXCHANGE TRADED F

5513.64%

Shares415.7K

Event2026-03-31

Filed2026-04-22

MORGAN STANLEY

39.79%

Shares116.3K

Event2026-03-31

Filed2026-04-22

ARCC

ARES CAPITAL CORP

398.10%

Shares1.1M

Event2026-03-31

Filed2026-04-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

9.56%

Shares446.2K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

-1.06%

Shares88.4K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

8.07%

Shares91.6K

Event2026-03-31

Filed2026-04-22

ASTRAZENECA PLC

New

Shares94.4K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

-25.14%

Shares191.3K

Event2026-03-31

Filed2026-04-22

HMOP

HARTFORD FDS EXCHANGE TRADED

7.11%

Shares473.4K

Event2026-03-31

Filed2026-04-22

VDC

VANGUARD WORLD FD

10.05%

Shares80.3K

Event2026-03-31

Filed2026-04-22

SHOP

SHOPIFY INC

-0.57%

Shares148.7K

Event2026-03-31

Filed2026-04-22

BNL

BROADSTONE NET LEASE INC

781.59%

Shares958.8K

Event2026-03-31

Filed2026-04-22

JAAA

JANUS DETROIT STR TR

25.15%

Shares346.9K

Event2026-03-31

Filed2026-04-22

ASML

ASML HLDG NV

58.14%

Shares13.2K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

-0.12%

Shares55.9K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

4.96%

Shares24.3K

Event2026-03-31

Filed2026-04-22

VRTX

VERTEX PHARMACEUTICALS INC

32.20%

Shares38.6K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

-6.09%

Shares110.9K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

4.13%

Shares39.9K

Event2026-03-31

Filed2026-04-22

SPGI

S&P GLOBAL INC

27.12%

Shares39.6K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

0.56%

Shares288.4K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

5.21%

Shares110.7K

Event2026-03-31

Filed2026-04-22

LINDE PLC

32.24%

Shares31.9K

Event2026-03-31

Filed2026-04-22

JPST

J P MORGAN EXCHANGE TRADED F

8.83%

Shares308.9K

Event2026-03-31

Filed2026-04-22

FHLC

FIDELITY COVINGTON TRUST

11.97%

Shares216.4K

Event2026-03-31

Filed2026-04-22

CGGO

CAPITAL GROUP GBL GROWTH EQT

7.94%

Shares452.3K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares21

Event2026-03-31

Filed2026-04-22

WASTE MGMT INC DEL

0.04%

Shares64.9K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

-4.95%

Shares168.4K

Event2026-03-31

Filed2026-04-22

JMUB

J P MORGAN EXCHANGE TRADED F

4.46%

Shares294.2K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

-20.38%

Shares38.2K

Event2026-03-31

Filed2026-04-22

ROK

ROCKWELL AUTOMATION INC

45.82%

Shares40.7K

Event2026-03-31

Filed2026-04-22

MSI

MOTOROLA SOLUTIONS INC

40.79%

Shares33.5K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

2.38%

Shares191.7K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

2.81%

Shares32.5K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

7.57%

Shares98.0K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

4.80%

Shares182.2K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

19.60%

Shares211.5K

Event2026-03-31

Filed2026-04-22

QQQI

NEOS ETF TRUST

23.34%

Shares257.5K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

3.37%

Shares66.0K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.01%

Shares36.9K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

2.65%

Shares54.3K

Event2026-03-31

Filed2026-04-22

IGM

ISHARES TR

-0.75%

Shares101.0K

Event2026-03-31

Filed2026-04-22

CGBL

CAPITAL GROUP CORE BALANCED

35.36%

Shares347.5K

Event2026-03-31

Filed2026-04-22

JSI

JANUS DETROIT STR TR

43.15%

Shares230.9K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

-31.20%

Shares80.6K

Event2026-03-31

Filed2026-04-22

BUFR

FIRST TR EXCHNG TRADED FD VI

-9.89%

Shares347.6K

Event2026-03-31

Filed2026-04-22

DELL

DELL TECHNOLOGIES INC

775.92%

Shares70.6K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

-33.00%

Shares12.0K

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

6.99%

Shares33.8K

Event2026-03-31

Filed2026-04-22

CGUS

CAPITAL GROUP CORE EQUITY ET

30.47%

Shares295.5K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

45.02%

Shares146.7K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

-0.80%

Shares57.2K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

2.96%

Shares92.7K

Event2026-03-31

Filed2026-04-22

INTC

INTEL CORP

19.66%

Shares245.4K

Event2026-03-31

Filed2026-04-22

SGOV

ISHARES TR

2893.20%

Shares106.9K

Event2026-03-31

Filed2026-04-22

ALTRIA GROUP INC

104.54%

Shares161.8K

Event2026-03-31

Filed2026-04-22

CGGR

CAPITAL GROUP GROWTH ETF

7.67%

Shares264.7K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

1.93%

Shares138.5K

Event2026-03-31

Filed2026-04-22

LHX

L3HARRIS TECHNOLOGIES INC

11.84%

Shares30.3K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-7.42%

Shares39.6K

Event2026-03-31

Filed2026-04-22

BIL

SPDR SERIES TRUST

35.21%

Shares112.4K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

2.44%

Shares99.6K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

6.18%

Shares221.0K

Event2026-03-31

Filed2026-04-22

MMC

MARSH & MCLENNAN COS INC

3.19%

Shares58.0K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

-1.75%

Shares41.3K

Event2026-03-31

Filed2026-04-22

MLPX

GLOBAL X FDS

6.51%

Shares132.9K

Event2026-03-31

Filed2026-04-22

ROL

ROLLINS INC

35.37%

Shares182.6K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

-5.42%

Shares377.3K

Event2026-03-31

Filed2026-04-22

APH

AMPHENOL CORP

0.86%

Shares76.4K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

5.86%

Shares198.1K

Event2026-03-31

Filed2026-04-22

BLACKSTONE INC

-37.55%

Shares82.4K

Event2026-03-31

Filed2026-04-22

SCHG

SCHWAB STRATEGIC TR

-4.05%

Shares322.8K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

0.81%

Shares27.4K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

-0.89%

Shares56.0K

Event2026-03-31

Filed2026-04-22

CRM

SALESFORCE INC

70.69%

Shares49.1K

Event2026-03-31

Filed2026-04-22

BKR

BAKER HUGHES COMPANY

421.82%

Shares145.1K

Event2026-03-31

Filed2026-04-22

CMI

CUMMINS INC

16.52%

Shares16.2K

Event2026-03-31

Filed2026-04-22

SPRX

LISTED FDS TR

2.86%

Shares243.9K

Event2026-03-31

Filed2026-04-22

ANNALY CAPITAL MANAGEMENT IN

1887.98%

Shares409.5K

Event2026-03-31

Filed2026-04-22

LAM RESEARCH CORP

-1.70%

Shares39.9K

Event2026-03-31

Filed2026-04-22

MFSV

MFS ACTIVE EXCHANGE TRADED F

33.45%

Shares317.7K

Event2026-03-31

Filed2026-04-22

FUTY

FIDELITY COVINGTON TRUST

8.21%

Shares142.0K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-2.68%

Shares38.7K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

-11.17%

Shares29.5K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

-7.22%

Shares18.5K

Event2026-03-31

Filed2026-04-22

UTHR

UNITED THERAPEUTICS CORP DEL

New

Shares13.3K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

2.52%

Shares22.3K

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

3.84%

Shares24.0K

Event2026-03-31

Filed2026-04-22

OPER

ETF SER SOLUTIONS

-6.86%

Shares77.2K

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

3.10%

Shares22.2K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

-4.15%

Shares32.1K

Event2026-03-31

Filed2026-04-22

DEERE & CO

0.56%

Shares12.9K

Event2026-03-31

Filed2026-04-22

JCPB

J P MORGAN EXCHANGE TRADED F

3.45%

Shares154.5K

Event2026-03-31

Filed2026-04-22

SPYI

NEOS ETF TRUST

26.78%

Shares145.3K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

-1.90%

Shares11.8K

Event2026-03-31

Filed2026-04-22

AIRR

FIRST TR EXCHANGE TRADED FD

24.11%

Shares64.0K

Event2026-03-31

Filed2026-04-22

OEF

ISHARES TR

-36.19%

Shares22.2K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

0.66%

Shares14.3K

Event2026-03-31

Filed2026-04-22

MTUM

ISHARES TR

3.99%

Shares29.0K

Event2026-03-31

Filed2026-04-22

HWM

HOWMET AEROSPACE INC

2.90%

Shares29.9K

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

-6.54%

Shares60.2K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

2.22%

Shares18.9K

Event2026-03-31

Filed2026-04-22

CGDG

CAPITAL GROUP DIVIDEND GROWE

30.50%

Shares187.4K

Event2026-03-31

Filed2026-04-22

ENB

ENBRIDGE INC

317.24%

Shares123.7K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

20.93%

Shares67.0K

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

7.10%

Shares34.2K

Event2026-03-31

Filed2026-04-22

VRT

VERTIV HOLDINGS CO

12.01%

Shares26.2K

Event2026-03-31

Filed2026-04-22

CRWD

CROWDSTRIKE HLDGS INC

10.34%

Shares16.7K

Event2026-03-31

Filed2026-04-22

VANGUARD INTL EQUITY INDEX F

-0.62%

Shares46.8K

Event2026-03-31

Filed2026-04-22

DIA

STATE STR SPDR DOW JONES IND

33.01%

Shares13.9K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

40.94%

Shares85.2K

Event2026-03-31

Filed2026-04-22

DFIC

DIMENSIONAL ETF TRUST

-1.07%

Shares180.0K

Event2026-03-31

Filed2026-04-22

MCK

MCKESSON CORP

9.57%

Shares7.4K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

9.26%

Shares48.6K

Event2026-03-31

Filed2026-04-22

BAI

BLACKROCK ETF TRUST

6.77%

Shares192.6K

Event2026-03-31

Filed2026-04-22

THRO

BLACKROCK ETF TRUST

6.15%

Shares174.8K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

-5.91%

Shares65.0K

Event2026-03-31

Filed2026-04-22

DNP

DNP SELECT INCOME FD INC

-19.80%

Shares596.3K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

8.56%

Shares100.4K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

4.39%

Shares41.0K

Event2026-03-31

Filed2026-04-22

AT&T INC

-3.73%

Shares208.6K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

-0.81%

Shares75.8K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

0.23%

Shares36.7K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

1.07%

Shares4.0K

Event2026-03-31

Filed2026-04-22

ARISTA NETWORKS INC

7.04%

Shares47.6K

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

-11.23%

Shares26.7K

Event2026-03-31

Filed2026-04-22

UCON

FIRST TR EXCHNG TRADED FD VI

-29.13%

Shares234.6K

Event2026-03-31

Filed2026-04-22

ORLY

OREILLY AUTOMOTIVE INC

-1.75%

Shares62.6K

Event2026-03-31

Filed2026-04-22

SEAGATE TECHNOLOGY HLDNGS PL

19.60%

Shares14.7K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

0.48%

Shares187.3K

Event2026-03-31

Filed2026-04-22

MINT

PIMCO ETF TR

-20.61%

Shares56.5K

Event2026-03-31

Filed2026-04-22

CGCB

CAPITAL GRP FIXED INCM ETF T

45.27%

Shares215.3K

Event2026-03-31

Filed2026-04-22

MDLZ

MONDELEZ INTL INC

-0.52%

Shares98.0K

Event2026-03-31

Filed2026-04-22

QCOM

QUALCOMM INC

0.44%

Shares43.7K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

1.37%

Shares57.7K

Event2026-03-31

Filed2026-04-22

ROST

ROSS STORES INC

2.29%

Shares25.7K

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC

6.11%

Shares17.5K

Event2026-03-31

Filed2026-04-22

NOC

NORTHROP GRUMMAN CORP

-0.64%

Shares8.1K

Event2026-03-31

Filed2026-04-22

ISRG

INTUITIVE SURGICAL INC

7.76%

Shares12.0K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

0.15%

Shares141.7K

Event2026-03-31

Filed2026-04-22

INTU

INTUIT

-5.70%

Shares12.7K

Event2026-03-31

Filed2026-04-22

PNC

PNC FINL SVCS GROUP INC

3.37%

Shares26.3K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

-5.03%

Shares28.4K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

-0.99%

Shares108.1K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

0.27%

Shares24.5K

Event2026-03-31

Filed2026-04-22

SLV

ISHARES SILVER TR

10.55%

Shares77.5K

Event2026-03-31

Filed2026-04-22

EFG

ISHARES TR

71.01%

Shares47.4K

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

-3.99%

Shares54.5K

Event2026-03-31

Filed2026-04-22

FNDE

SCHWAB STRATEGIC TR

11.29%

Shares136.5K

Event2026-03-31

Filed2026-04-22

SCHA

SCHWAB STRATEGIC TR

1.25%

Shares179.5K

Event2026-03-31

Filed2026-04-22

FEGE

RBB FUND TRUST

26.00%

Shares111.0K

Event2026-03-31

Filed2026-04-22

ENERGY TRANSFER L P

1.74%

Shares267.9K

Event2026-03-31

Filed2026-04-22

BOEING CO

3.37%

Shares25.7K

Event2026-03-31

Filed2026-04-22

ACCENTURE PLC IRELAND

-2.43%

Shares25.6K

Event2026-03-31

Filed2026-04-22

JPUS

J P MORGAN EXCHANGE TRADED F

-0.85%

Shares38.8K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

-3.44%

Shares16.6K

Event2026-03-31

Filed2026-04-22

GILD

GILEAD SCIENCES INC

-2.67%

Shares35.7K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

8.48%

Shares199.6K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

45.59%

Shares91.0K

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

-4.95%

Shares7.9K

Event2026-03-31

Filed2026-04-22

CGCV

CAPITAL GROUP CONSERVATIVE E

37.81%

Shares162.9K

Event2026-03-31

Filed2026-04-22

CSQ

CALAMOS STRATEGIC TOTAL RETU

-29.73%

Shares281.1K

Event2026-03-31

Filed2026-04-22

TRGP

TARGA RES CORP

-4.81%

Shares19.1K

Event2026-03-31

Filed2026-04-22

GRMN

GARMIN LTD

5.35%

Shares20.4K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

-3.07%

Shares35.3K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

0.77%

Shares50.3K

Event2026-03-31

Filed2026-04-22

PWR

QUANTA SVCS INC

51.42%

Shares8.5K

Event2026-03-31

Filed2026-04-22

EPD

ENTERPRISE PRODS PARTNERS L

12.62%

Shares122.7K

Event2026-03-31

Filed2026-04-22

CSHI

NEOS ETF TRUST

181.40%

Shares91.4K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

-3.32%

Shares74.1K

Event2026-03-31

Filed2026-04-22

OKE

ONEOK INC NEW

6.68%

Shares49.9K

Event2026-03-31

Filed2026-04-22

TMUS

T-MOBILE US INC

-51.21%

Shares21.3K

Event2026-03-31

Filed2026-04-22

PFE

PFIZER INC

4.37%

Shares158.9K

Event2026-03-31

Filed2026-04-22

TRANE TECHNOLOGIES PLC

1.61%

Shares10.6K

Event2026-03-31

Filed2026-04-22

MBB

ISHARES TR

6.09%

Shares46.0K

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

5.44%

Shares50.1K

Event2026-03-31

Filed2026-04-22

MBSF

VALUED ADVISERS TR

89.10%

Shares167.5K

Event2026-03-31

Filed2026-04-22

SCHE

SCHWAB STRATEGIC TR

6.57%

Shares128.8K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

-1.62%

Shares29.8K

Event2026-03-31

Filed2026-04-22

AFL

AFLAC INC

2.13%

Shares38.5K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

2.16%

Shares14.4K

Event2026-03-31

Filed2026-04-22

CME

CME GROUP INC

4.52%

Shares14.0K

Event2026-03-31

Filed2026-04-22

RDVI

FIRST TR EXCHANGE-TRADED FD

336.51%

Shares161.5K

Event2026-03-31

Filed2026-04-22

MGNR

AMERICAN BEACON SELECT FUNDS

-7.19%

Shares79.5K

Event2026-03-31

Filed2026-04-22

BKNG

BOOKING HOLDINGS INC

6.22%

Shares957

Event2026-03-31

Filed2026-04-22

PJAN

INNOVATOR ETFS TRUST

135.23%

Shares86.9K

Event2026-03-31

Filed2026-04-22

DFEM

DIMENSIONAL ETF TRUST

1.78%

Shares115.6K

Event2026-03-31

Filed2026-04-22

SDVY

FIRST TR EXCHANGE TRADED FD

-5.03%

Shares101.1K

Event2026-03-31

Filed2026-04-22

SCHW

SCHWAB CHARLES CORP

1.92%

Shares42.0K

Event2026-03-31

Filed2026-04-22

SPMD

SPDR SERIES TRUST

12.50%

Shares66.7K

Event2026-03-31

Filed2026-04-22

IGSB

ISHARES TR

121.76%

Shares74.8K

Event2026-03-31

Filed2026-04-22

AEP

AMERICAN ELEC PWR CO INC

6.12%

Shares29.4K

Event2026-03-31

Filed2026-04-22

EMR

EMERSON ELEC CO

-2.92%

Shares29.3K

Event2026-03-31

Filed2026-04-22

CTAS

CINTAS CORP

-8.21%

Shares22.5K

Event2026-03-31

Filed2026-04-22

SBUX

STARBUCKS CORP

4.02%

Shares42.4K

Event2026-03-31

Filed2026-04-22

CEG

CONSTELLATION ENERGY CORP

8.67%

Shares13.4K

Event2026-03-31

Filed2026-04-22

IYW

ISHARES TR

-5.69%

Shares20.3K

Event2026-03-31

Filed2026-04-22

DFUS

DIMENSIONAL ETF TRUST

-1.32%

Shares51.9K

Event2026-03-31

Filed2026-04-22

SCHM

SCHWAB STRATEGIC TR

-1.44%

Shares116.4K

Event2026-03-31

Filed2026-04-22

ADP

AUTOMATIC DATA PROCESSING IN

-7.42%

Shares17.6K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

290.29%

Shares156.1K

Event2026-03-31

Filed2026-04-22

HIMU

BLACKROCK ETF TRUST II

22.63%

Shares73.4K

Event2026-03-31

Filed2026-04-22

XLV

SELECT SECTOR SPDR TR

6.18%

Shares23.8K

Event2026-03-31

Filed2026-04-22

TLT

ISHARES TR

118.31%

Shares40.2K

Event2026-03-31

Filed2026-04-22

GDX

VANECK ETF TRUST

-2.56%

Shares37.9K

Event2026-03-31

Filed2026-04-22

COP

CONOCOPHILLIPS

4.56%

Shares26.3K

Event2026-03-31

Filed2026-04-22

DFAU

DIMENSIONAL ETF TRUST

-10.49%

Shares77.0K

Event2026-03-31

Filed2026-04-22

FIRST TR EXCHANGE TRADED FD

-12.06%

Shares57.2K

Event2026-03-31

Filed2026-04-22

TLH

ISHARES TR

10.80%

Shares34.3K

Event2026-03-31

Filed2026-04-22

HCA

HCA HEALTHCARE INC

32.77%

Shares7.2K

Event2026-03-31

Filed2026-04-22

NEM

NEWMONT CORP

-8.21%

Shares31.5K

Event2026-03-31

Filed2026-04-22

IEF

ISHARES TR

460.95%

Shares35.4K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

-8.58%

Shares13.6K

Event2026-03-31

Filed2026-04-22

MARVELL TECHNOLOGY INC

7.31%

Shares33.9K

Event2026-03-31

Filed2026-04-22

GSLC

GOLDMAN SACHS ETF TR

0.26%

Shares26.7K

Event2026-03-31

Filed2026-04-22

IDXX

IDEXX LABS INC

4.70%

Shares5.9K

Event2026-03-31

Filed2026-04-22

DHR

DANAHER CORP DEL

-1.46%

Shares17.6K

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

-6.49%

Shares15.6K

Event2026-03-31

Filed2026-04-22

PAVE

GLOBAL X FDS

-0.24%

Shares65.3K

Event2026-03-31

Filed2026-04-22

LBRT

LIBERTY ENERGY INC

-5.64%

Shares114.9K

Event2026-03-31

Filed2026-04-22

BANK NEW YORK MELLON CORP

4.60%

Shares27.6K

Event2026-03-31

Filed2026-04-22

KMI

KINDER MORGAN INC DEL

4.61%

Shares97.5K

Event2026-03-31

Filed2026-04-22

SYK

STRYKER CORPORATION

-62.19%

Shares9.8K

Event2026-03-31

Filed2026-04-22

LSGR

NATIXIS ETF TRUST II

-1.76%

Shares81.5K

Event2026-03-31

Filed2026-04-22

SOXX

ISHARES TR

-3.89%

Shares9.7K

Event2026-03-31

Filed2026-04-22

BINC

BLACKROCK ETF TRUST II

-8.58%

Shares60.9K

Event2026-03-31

Filed2026-04-22

CVS

CVS HEALTH CORP

-1.75%

Shares43.6K

Event2026-03-31

Filed2026-04-22

ICE

INTERCONTINENTAL EXCHANGE IN

3.16%

Shares19.8K

Event2026-03-31

Filed2026-04-22

ITW

ILLINOIS TOOL WKS INC

2.37%

Shares12.0K

Event2026-03-31

Filed2026-04-22

MSTR

STRATEGY INC

17.04%

Shares24.8K

Event2026-03-31

Filed2026-04-22

VOOG

VANGUARD ADMIRAL FDS INC

0.47%

Shares7.5K

Event2026-03-31

Filed2026-04-22

APD

AIR PRODUCTS AND CHEMICALS I

-22.03%

Shares10.5K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

1.60%

Shares28.5K

Event2026-03-31

Filed2026-04-22

SEA LTD

1.12%

Shares36.4K

Event2026-03-31

Filed2026-04-22

CSX

CSX CORP

13.64%

Shares73.3K

Event2026-03-31

Filed2026-04-22

MMM

3M CO

-4.89%

Shares20.7K

Event2026-03-31

Filed2026-04-22

NSC

NORFOLK SOUTHN CORP

-0.02%

Shares10.4K

Event2026-03-31

Filed2026-04-22

CTA

SIMPLIFY EXCHANGE TRADED FUN

116.01%

Shares98.3K

Event2026-03-31

Filed2026-04-22

FNDF

SCHWAB STRATEGIC TR

23.13%

Shares60.6K

Event2026-03-31

Filed2026-04-22

REGN

REGENERON PHARMACEUTICALS

7.40%

Shares3.8K

Event2026-03-31

Filed2026-04-22

PGR

PROGRESSIVE CORP

-2.62%

Shares14.8K

Event2026-03-31

Filed2026-04-22

FIX

COMFORT SYS USA INC

24.39%

Shares2.1K

Event2026-03-31

Filed2026-04-22

COLGATE PALMOLIVE CO

0.85%

Shares33.5K

Event2026-03-31

Filed2026-04-22

AME

AMETEK INC

-2.88%

Shares13.3K

Event2026-03-31

Filed2026-04-22

IWR

ISHARES TR

-0.50%

Shares29.2K

Event2026-03-31

Filed2026-04-22

SPMO

INVESCO EXCH TRADED FD TR II

27.83%

Shares25.1K

Event2026-03-31

Filed2026-04-22

XLU

SELECT SECTOR SPDR TR

0.31%

Shares61.1K

Event2026-03-31

Filed2026-04-22

COF

CAPITAL ONE FINL CORP

5.44%

Shares15.3K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

-4.05%

Shares28.4K

Event2026-03-31

Filed2026-04-22

EOG

EOG RES INC

5.56%

Shares19.2K

Event2026-03-31

Filed2026-04-22

DHI

D R HORTON INC

-4.63%

Shares20.1K

Event2026-03-31

Filed2026-04-22

JCI

JOHNSON CONTROLS INTERNATION

8.21%

Shares21.0K

Event2026-03-31

Filed2026-04-22

TFC

TRUIST FINL CORP

3.25%

Shares59.6K

Event2026-03-31

Filed2026-04-22

VMBS

VANGUARD SCOTTSDALE FDS

117.67%

Shares58.2K

Event2026-03-31

Filed2026-04-22

THE CIGNA GROUP

0.94%

Shares10.2K

Event2026-03-31

Filed2026-04-22

UTEN

RBB FD INC

5.96%

Shares62.3K

Event2026-03-31

Filed2026-04-22

ARES

ARES MANAGEMENT CORPORATION

14.20%

Shares24.8K

Event2026-03-31

Filed2026-04-22

SLDE

SLIDE INS HLDGS INC

-13.64%

Shares148.1K

Event2026-03-31

Filed2026-04-22

RLY

SSGA ACTIVE ETF TR

-3.86%

Shares73.7K

Event2026-03-31

Filed2026-04-22

VNLA

JANUS DETROIT STR TR

3.95%

Shares54.4K

Event2026-03-31

Filed2026-04-22

GPZ

VANECK ETF TRUST

New

Shares123.7K

Event2026-03-31

Filed2026-04-22

MAR

MARRIOTT INTL INC NEW

-12.36%

Shares8.1K

Event2026-03-31

Filed2026-04-22

QQA

INVESCO ACTIVELY MANAGED EXC

134.61%

Shares52.9K

Event2026-03-31

Filed2026-04-22

MPC

MARATHON PETE CORP

-6.95%

Shares10.7K

Event2026-03-31

Filed2026-04-22

APP

APPLOVIN CORP

-11.22%

Shares6.5K

Event2026-03-31

Filed2026-04-22

CSRE

COHEN & STEERS ETF TRUST

New

Shares99.1K

Event2026-03-31

Filed2026-04-22

QQQM

INVESCO EXCH TRADED FD TR II

-2.73%

Shares10.9K

Event2026-03-31

Filed2026-04-22

FFEB

FIRST TR EXCHNG TRADED FD VI

0.12%

Shares46.2K

Event2026-03-31

Filed2026-04-22

JANM

FIRST TR EXCHNG TRADED FD VI

-0.03%

Shares78.3K

Event2026-03-31

Filed2026-04-22

IGV

ISHARES TR

411.21%

Shares32.1K

Event2026-03-31

Filed2026-04-22

VBK

VANGUARD INDEX FDS

-3.84%

Shares8.5K

Event2026-03-31

Filed2026-04-22

NOBL

PROSHARES TR

-16.85%

Shares24.1K

Event2026-03-31

Filed2026-04-22

IGIB

ISHARES TR

402.03%

Shares48.0K

Event2026-03-31

Filed2026-04-22

SPSM

SPDR SERIES TRUST

13.70%

Shares52.7K

Event2026-03-31

Filed2026-04-22

SPSB

SPDR SERIES TRUST

-23.09%

Shares84.3K

Event2026-03-31

Filed2026-04-22

VST

VISTRA CORP

8.37%

Shares16.8K

Event2026-03-31

Filed2026-04-22

ATO

ATMOS ENERGY CORP

-2.21%

Shares13.6K

Event2026-03-31

Filed2026-04-22

DFSD

DIMENSIONAL ETF TRUST

-0.01%

Shares52.4K

Event2026-03-31

Filed2026-04-22

FNDA

SCHWAB STRATEGIC TR

27.05%

Shares77.2K

Event2026-03-31

Filed2026-04-22

MCO

MOODYS CORP

5.18%

Shares5.7K

Event2026-03-31

Filed2026-04-22

CDNS

CADENCE DESIGN SYSTEM INC

6.14%

Shares8.9K

Event2026-03-31

Filed2026-04-22

SAN

BANCO SANTANDER SA

77.39%

Shares220.2K

Event2026-03-31

Filed2026-04-22

WMB

WILLIAMS COS INC

-4.00%

Shares34.1K

Event2026-03-31

Filed2026-04-22

PHYS

SPROTT ASSET MANAGEMENT LP

3.25%

Shares69.9K

Event2026-03-31

Filed2026-04-22

PLD

PROLOGIS INC.

-3.03%

Shares18.7K

Event2026-03-31

Filed2026-04-22

PSX

PHILLIPS 66

1.69%

Shares13.5K

Event2026-03-31

Filed2026-04-22

VLO

VALERO ENERGY CORP

-4.63%

Shares9.9K

Event2026-03-31

Filed2026-04-22

IJK

ISHARES TR

6.03%

Shares24.3K

Event2026-03-31

Filed2026-04-22

WDC

WESTERN DIGITAL CORP

35.64%

Shares8.8K

Event2026-03-31

Filed2026-04-22

GRID

FIRST TR EXCHANGE-TRADED FD

296.35%

Shares14.4K

Event2026-03-31

Filed2026-04-22

ICSH

ISHARES TR

New

Shares46.0K

Event2026-03-31

Filed2026-04-22

ADBE

ADOBE INC

5.76%

Shares9.5K

Event2026-03-31

Filed2026-04-22

IEI

ISHARES TR

238.85%

Shares19.3K

Event2026-03-31

Filed2026-04-22

EEM

ISHARES TR

4.28%

Shares40.0K

Event2026-03-31

Filed2026-04-22

GWW

WW GRAINGER INC

4.84%

Shares2.1K

Event2026-03-31

Filed2026-04-22

HTGC

HERCULES CAPITAL INC

680.64%

Shares151.8K

Event2026-03-31

Filed2026-04-22

GBIL

GOLDMAN SACHS ETF TR

0.00%

Shares21.9K

Event2026-03-31

Filed2026-04-22

IGLB

ISHARES TR

New

Shares43.8K

Event2026-03-31

Filed2026-04-22

XYL

XYLEM INC

-1.79%

Shares18.1K

Event2026-03-31

Filed2026-04-22

ESGU

ISHARES TR

-4.56%

Shares15.3K

Event2026-03-31

Filed2026-04-22

NOW

SERVICENOW INC

25.24%

Shares20.6K

Event2026-03-31

Filed2026-04-22

ASTS

AST SPACEMOBILE INC

158.60%

Shares25.9K

Event2026-03-31

Filed2026-04-22

DOMINION ENERGY INC

2.28%

Shares34.3K

Event2026-03-31

Filed2026-04-22

PCAR

PACCAR INC

-4.01%

Shares18.4K

Event2026-03-31

Filed2026-04-22

OVLH

LISTED FDS TR

3.19%

Shares55.5K

Event2026-03-31

Filed2026-04-22

TPL

TEXAS PACIFIC LAND CORPORATI

8.55%

Shares4.4K

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD MUN BD FDS

-31.29%

Shares42.0K

Event2026-03-31

Filed2026-04-22

FCX

FREEPORT MCMORAN INC

18.63%

Shares35.6K

Event2026-03-31

Filed2026-04-22

CIBR

FIRST TR EXCHANGE-TRADED FD

154.07%

Shares33.3K

Event2026-03-31

Filed2026-04-22

DGRW

WISDOMTREE TR

-22.99%

Shares23.6K

Event2026-03-31

Filed2026-04-22

ADSK

AUTODESK INC

0.88%

Shares8.6K

Event2026-03-31

Filed2026-04-22

NVO

NOVO-NORDISK A S

-7.92%

Shares56.0K

Event2026-03-31

Filed2026-04-22

TE CONNECTIVITY PLC

15.80%

Shares9.8K

Event2026-03-31

Filed2026-04-22

ALPS ETF TR

-22.92%

Shares39.0K

Event2026-03-31

Filed2026-04-22

CENCORA INC

-0.29%

Shares6.5K

Event2026-03-31

Filed2026-04-22

DON

WISDOMTREE TR

-22.02%

Shares38.9K

Event2026-03-31

Filed2026-04-22

SPYG

SPDR SERIES TRUST

-48.41%

Shares20.9K

Event2026-03-31

Filed2026-04-22

STZ

CONSTELLATION BRANDS INC

1.69%

Shares13.6K

Event2026-03-31

Filed2026-04-22

KMB

KIMBERLY-CLARK CORP

23.11%

Shares21.1K

Event2026-03-31

Filed2026-04-22

LVHI

LEGG MASON ETF INVT

47.71%

Shares50.3K

Event2026-03-31

Filed2026-04-22

BROOKFIELD CORP

-1.65%

Shares50.3K

Event2026-03-31

Filed2026-04-22

SCHH

SCHWAB STRATEGIC TR

-5.27%

Shares94.7K

Event2026-03-31

Filed2026-04-22

PNOV

INNOVATOR ETFS TRUST

105.00%

Shares49.8K

Event2026-03-31

Filed2026-04-22

FJAN

FIRST TR EXCHNG TRADED FD VI

2.64%

Shares40.2K

Event2026-03-31

Filed2026-04-22

VHT

VANGUARD WORLD FD

-21.39%

Shares7.4K

Event2026-03-31

Filed2026-04-22

IDEF

BLACKROCK ETF TRUST

New

Shares61.3K

Event2026-03-31

Filed2026-04-22

GQI

NATIXIS ETF TR

-3.20%

Shares36.5K

Event2026-03-31

Filed2026-04-22

ROP

ROPER TECHNOLOGIES INC

-18.66%

Shares5.7K

Event2026-03-31

Filed2026-04-22

MSCI

MSCI INC

15.51%

Shares3.7K

Event2026-03-31

Filed2026-04-22

AMP

AMERIPRISE FINL INC

10.62%

Shares4.5K

Event2026-03-31

Filed2026-04-22

AXON

AXON ENTERPRISE INC

13.06%

Shares4.7K

Event2026-03-31

Filed2026-04-22

PJUN

INNOVATOR ETFS TRUST

New

Shares47.1K

Event2026-03-31

Filed2026-04-22

RJF

RAYMOND JAMES FINL INC

-7.74%

Shares13.6K

Event2026-03-31

Filed2026-04-22

BLCR

BLACKROCK ETF TRUST

New

Shares47.8K

Event2026-03-31

Filed2026-04-22

SDY

SPDR SERIES TRUST

-17.58%

Shares13.4K

Event2026-03-31

Filed2026-04-22

MELI

MERCADOLIBRE INC

45.71%

Shares1.1K

Event2026-03-31

Filed2026-04-22

EME

EMCOR GROUP INC

23.76%

Shares2.6K

Event2026-03-31

Filed2026-04-22

CMCSA

COMCAST CORP NEW

-3.32%

Shares67.4K

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

0.51%

Shares42.3K

Event2026-03-31

Filed2026-04-22

WPC

WP CAREY INC

-17.01%

Shares28.3K

Event2026-03-31

Filed2026-04-22

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

365.54%

Shares9.7K

Event2026-03-31

Filed2026-04-22

GPRK

GEOPARK LTD

0.00%

Shares200.8K

Event2026-03-31

Filed2026-04-22

CGHM

CAPITAL GRP FIXED INCM ETF T

New

Shares75.1K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

-4.16%

Shares25.8K

Event2026-03-31

Filed2026-04-22

SNPS

SYNOPSYS INC

6.11%

Shares4.8K

Event2026-03-31

Filed2026-04-22

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares34.5K

Event2026-03-31

Filed2026-04-22

RSG

REPUBLIC SVCS INC

3.83%

Shares8.6K

Event2026-03-31

Filed2026-04-22

MPLX

MPLX LP

-2.14%

Shares32.8K

Event2026-03-31

Filed2026-04-22

FDX

FEDEX CORP

27.52%

Shares5.2K

Event2026-03-31

Filed2026-04-22

SNOW

SNOWFLAKE INC

13.43%

Shares12.1K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

-3.52%

Shares25.9K

Event2026-03-31

Filed2026-04-22

DLR

DIGITAL RLTY TR INC

0.95%

Shares10.1K

Event2026-03-31

Filed2026-04-22

ZTS

ZOETIS INC

2.33%

Shares15.2K

Event2026-03-31

Filed2026-04-22

OMC

OMNICOM GROUP INC

11.65%

Shares23.9K

Event2026-03-31

Filed2026-04-22

AAAU

GOLDMAN SACHS PHYSICAL GOLD

0.01%

Shares39.0K

Event2026-03-31

Filed2026-04-22

DUSB

DIMENSIONAL ETF TRUST

-45.80%

Shares35.5K

Event2026-03-31

Filed2026-04-22

AJG

GALLAGHER ARTHUR J & CO

-7.29%

Shares8.3K

Event2026-03-31

Filed2026-04-22

RCL

ROYAL CARIBBEAN GROUP

5.23%

Shares6.5K

Event2026-03-31

Filed2026-04-22

BROADRIDGE FINL SOLUTIONS IN

-73.75%

Shares11.0K

Event2026-03-31

Filed2026-04-22

JKHY

HENRY JACK & ASSOC INC

-15.44%

Shares11.3K

Event2026-03-31

Filed2026-04-22

APOLLO GLOBAL MGMT INC

-44.54%

Shares16.0K

Event2026-03-31

Filed2026-04-22

MLM

MARTIN MARIETTA MATLS INC

6.94%

Shares3.0K

Event2026-03-31

Filed2026-04-22

SCHV

SCHWAB STRATEGIC TR

-4.32%

Shares58.0K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

83.79%

Shares22.7K

Event2026-03-31

Filed2026-04-22

RDVY

FIRST TR EXCHANGE TRADED FD

24.21%

Shares25.6K

Event2026-03-31

Filed2026-04-22

CFG

CITIZENS FINL GROUP INC

12.22%

Shares29.1K

Event2026-03-31

Filed2026-04-22

URI

UNITED RENTALS INC

7.38%

Shares2.4K

Event2026-03-31

Filed2026-04-22

IJJ

ISHARES TR

-6.36%

Shares13.1K

Event2026-03-31

Filed2026-04-22

OVL

LISTED FDS TR

New

Shares34.5K

Event2026-03-31

Filed2026-04-22

AVDE

AMERICAN CENTY ETF TR

0.18%

Shares20.4K

Event2026-03-31

Filed2026-04-22

HPE

HEWLETT PACKARD ENTERPRISE C

92.02%

Shares72.4K

Event2026-03-31

Filed2026-04-22

FTNT

FORTINET INC

10.16%

Shares21.0K

Event2026-03-31

Filed2026-04-22

BP PLC

0.40%

Shares35.6K

Event2026-03-31

Filed2026-04-22

VOT

VANGUARD INDEX FDS

-49.37%

Shares6.5K

Event2026-03-31

Filed2026-04-22

IVES

WEDBUSH SER TR

70.43%

Shares58.5K

Event2026-03-31

Filed2026-04-22

NVS

NOVARTIS AG

3.28%

Shares10.8K

Event2026-03-31

Filed2026-04-22

IXUS

ISHARES TR

-1.86%

Shares18.6K

Event2026-03-31

Filed2026-04-22

SPG

SIMON PPTY GROUP INC NEW

3.21%

Shares8.6K

Event2026-03-31

Filed2026-04-22

OXY

OCCIDENTAL PETE CORP

22.10%

Shares24.5K

Event2026-03-31

Filed2026-04-22

BSX

BOSTON SCIENTIFIC CORP

1.87%

Shares25.0K

Event2026-03-31

Filed2026-04-22

GLDM

WORLD GOLD TR

-27.33%

Shares16.9K

Event2026-03-31

Filed2026-04-22

SLB

SLB LIMITED

25.01%

Shares30.4K

Event2026-03-31

Filed2026-04-22

XLF

SELECT SECTOR SPDR TR

0.19%

Shares31.7K

Event2026-03-31

Filed2026-04-22

NISOURCE INC

69.32%

Shares33.5K

Event2026-03-31

Filed2026-04-22

PWB

INVESCO EXCHANGE TRADED FD T

-1.94%

Shares12.4K

Event2026-03-31

Filed2026-04-22

PAPR

INNOVATOR ETFS TRUST

0.66%

Shares39.1K

Event2026-03-31

Filed2026-04-22

DVN

DEVON ENERGY CORP NEW

-0.05%

Shares30.8K

Event2026-03-31

Filed2026-04-22

HELO

J P MORGAN EXCHANGE TRADED F

-6.11%

Shares24.3K

Event2026-03-31

Filed2026-04-22

SDCI

USCF ETF TR

0.00%

Shares56.9K

Event2026-03-31

Filed2026-04-22

IDMO

INVESCO EXCH TRADED FD TR II

8.55%

Shares28.3K

Event2026-03-31

Filed2026-04-22

PAYX

PAYCHEX INC

-18.89%

Shares16.8K

Event2026-03-31

Filed2026-04-22

XEL

XCEL ENERGY INC

-9.06%

Shares19.4K

Event2026-03-31

Filed2026-04-22

FAST

FASTENAL CO

-2.65%

Shares32.6K

Event2026-03-31

Filed2026-04-22

JMBS

JANUS DETROIT STR TR

-20.16%

Shares33.4K

Event2026-03-31

Filed2026-04-22

PAA

PLAINS ALL AMERN PIPELINE L

-18.36%

Shares67.4K

Event2026-03-31

Filed2026-04-22

NKE

NIKE INC

14.69%

Shares28.3K

Event2026-03-31

Filed2026-04-22

UBER

UBER TECHNOLOGIES INC

-12.76%

Shares20.8K

Event2026-03-31

Filed2026-04-22

BIP

BROOKFIELD INFRASTRUCTURE PA

-8.74%

Shares41.3K

Event2026-03-31

Filed2026-04-22

DSI

ISHARES TR

6.95%

Shares12.3K

Event2026-03-31

Filed2026-04-22

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares24.7K

Event2026-03-31

Filed2026-04-22

GPIX

GOLDMAN SACHS ETF TR

2.20%

Shares29.5K

Event2026-03-31

Filed2026-04-22

SHY

ISHARES TR

68.10%

Shares17.8K

Event2026-03-31

Filed2026-04-22

FTCS

FIRST TR EXCHANGE-TRADED FD

-2.82%

Shares15.8K

Event2026-03-31

Filed2026-04-22

EXC

EXELON CORP

2.60%

Shares29.8K

Event2026-03-31

Filed2026-04-22

USB

US BANCORP

-10.56%

Shares28.0K

Event2026-03-31

Filed2026-04-22

WPM

WHEATON PRECIOUS METALS CORP

-23.92%

Shares11.1K

Event2026-03-31

Filed2026-04-22

KVUE

KENVUE INC

24.59%

Shares84.2K

Event2026-03-31

Filed2026-04-22

MFSG

MFS ACTIVE EXCHANGE TRADED F

1.59%

Shares56.5K

Event2026-03-31

Filed2026-04-22

SUN

SUNOCO LP/SUNOCO FIN CORP

-12.63%

Shares22.2K

Event2026-03-31

Filed2026-04-22

UNILEVER PLC

4.94%

Shares25.0K

Event2026-03-31

Filed2026-04-22

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares33.0K

Event2026-03-31

Filed2026-04-22

IBB

ISHARES TR

-0.59%

Shares8.4K

Event2026-03-31

Filed2026-04-22

LMBS

FIRST TR EXCHANGE-TRADED FD

-36.54%

Shares28.4K

Event2026-03-31

Filed2026-04-22

WCMI

FIRST TR EXCHANGE-TRADED FD

33.66%

Shares83.9K

Event2026-03-31

Filed2026-04-22

DFAR

DIMENSIONAL ETF TRUST

-8.92%

Shares59.2K

Event2026-03-31

Filed2026-04-22

ECL

ECOLAB INC

4.03%

Shares5.2K

Event2026-03-31

Filed2026-04-22

COPX

GLOBAL X FDS

New

Shares18.2K

Event2026-03-31

Filed2026-04-22

NLR

VANECK ETF TRUST

50.74%

Shares10.4K

Event2026-03-31

Filed2026-04-22

AYI

ACUITY INC

2.21%

Shares4.9K

Event2026-03-31

Filed2026-04-22

FHN

FIRST HORIZON CORPORATION

-25.69%

Shares60.5K

Event2026-03-31

Filed2026-04-22

SHEL

SHELL PLC

8.99%

Shares14.7K

Event2026-03-31

Filed2026-04-22

OWL

BLUE OWL CAPITAL INC

49.88%

Shares148.8K

Event2026-03-31

Filed2026-04-22

SDOG

ALPS ETF TR

-2.48%

Shares20.8K

Event2026-03-31

Filed2026-04-22

CMG

CHIPOTLE MEXICAN GRILL INC

14.69%

Shares42.2K

Event2026-03-31

Filed2026-04-22

CAC

CAMDEN NATL CORP

0.00%

Shares28.5K

Event2026-03-31

Filed2026-04-22

DCI

DONALDSON INC

-4.94%

Shares15.9K

Event2026-03-31

Filed2026-04-22

DXCM

DEXCOM INC

31.24%

Shares21.4K

Event2026-03-31

Filed2026-04-22

VPL

VANGUARD INTL EQUITY INDEX F

-0.44%

Shares13.8K

Event2026-03-31

Filed2026-04-22

AIVL

WISDOMTREE TR

-18.22%

Shares11.6K

Event2026-03-31

Filed2026-04-22

EPI

WISDOMTREE TR

18.04%

Shares32.8K

Event2026-03-31

Filed2026-04-22

MNST

MONSTER BEVERAGE CORP NEW

-2.21%

Shares18.4K

Event2026-03-31

Filed2026-04-22

DOV

DOVER CORP

13.58%

Shares6.4K

Event2026-03-31

Filed2026-04-22

CGMS

CAPITAL GRP FIXED INCM ETF T

-9.99%

Shares48.9K

Event2026-03-31

Filed2026-04-22

OTF

BLUE OWL TECHNOLOGY FIN CORP

47.04%

Shares107.0K

Event2026-03-31

Filed2026-04-22

JMST

J P MORGAN EXCHANGE TRADED F

14.58%

Shares26.0K

Event2026-03-31

Filed2026-04-22

ALL

ALLSTATE CORP

7.07%

Shares6.4K

Event2026-03-31

Filed2026-04-22

STLD

STEEL DYNAMICS INC

74.32%

Shares7.4K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

VENTURE GLOBAL INC Call CallVENTURE GLOBAL INC11.7K sharesnew addition2026-03-312026-04-22

NAKA Call CallNAKAMOTO INC20.0K sharesnew addition2026-03-312026-04-22

VENTURE GLOBAL INC Call

VENTURE GLOBAL INC

New

Shares11.7K

Event2026-03-31

Filed2026-04-22

NAKA Call

NAKAMOTO INC

New

Shares20.0K

Event2026-03-31

Filed2026-04-22

Put Option Holdings

No put option holdings data available