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The Analysis of Arkadios Wealth Advisors's Holdings & P&L

Currently, Arkadios Wealth Advisors holds 1618 types of securities in its portfolio with a total value $6.0B. In the most recent quarter, they have increased their positions in SYFI (+1.2M shares, valued at $43.6M), JPIE (+903.2K shares, valued at $41.6M), N/A (+1.5M shares, valued at $32.2M); decreased their positions in VTV (-34.4K shares, valued at $6.7M), IQLT (-143.6K shares, valued at $6.6M), ITW (-22.6K shares, valued at $5.9M); initiated new positions in N/A (+1.5M shares, valued at $32.2M), JMEE (+407.6K shares, valued at $27.2M), HYFI (+656.1K shares, valued at $24.4M).

1M P&L

+47.4M+1.00%

3M P&L

-56.2M-1.16%

HY P&L

+179.7M+3.89%

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/A2.2B

50.1%

2Semiconductors220.5M

4.9%

3Consumer Electronics176.5M

4.0%

Top Industries by Stock Count

1N/A666 stocks

48.4%

2Software - Application34 stocks

2.5%

3Banks - Regional27 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM691.7K shares6.67%2026-03-312026-05-18

NVDA NVIDIA CORPORATION COM845.0K shares1.96%2026-03-312026-05-18

IVV ISHARES CORE S&P 500 ETF163.6K shares14.44%2026-03-312026-05-18

MSFT MICROSOFT CORP COM237.5K shares11.65%2026-03-312026-05-18

AMZN AMAZON COM INC COM377.4K shares7.71%2026-03-312026-05-18

CARY ANGEL OAK INCOME ETF3.6M shares13.68%2026-03-312026-05-18

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A250.5K shares2.47%2026-03-312026-05-18

JPM JPMORGAN CHASE & CO COM203.9K shares5.91%2026-03-312026-05-18

Sponsored

IVW ISHARES S&P 500 GROWTH ETF496.2K shares32.88%2026-03-312026-05-18

FBND FIDELITY TOTAL BOND ETF1.2M shares21.67%2026-03-312026-05-18

JPIE JPMORGAN INCOME ETF1.2M shares301.20%2026-03-312026-05-18

SPY STATE STREET SPDR S&P 500 ETF82.9K shares6.67%2026-03-312026-05-18

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I88.4K shares10.52%2026-03-312026-05-18

VTI VANGUARD TOTAL STOCK MARKET ETF157.4K shares63.36%2026-03-312026-05-18

SYFI AB SHORT DURATION HIGH YIELD ETF1.3M shares1700.25%2026-03-312026-05-18

BROADCOM INC COM BROADCOM INC COM144.9K shares4.94%2026-03-312026-05-18

Sponsored

AOHY ANGEL OAK HIGH YIELD OPPORTUNITIES ETF3.9M shares12.30%2026-03-312026-05-18

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C146.5K shares4.88%2026-03-312026-05-18

FDVV FIDELITY HIGH DIVIDEND ETF760.0K shares28.71%2026-03-312026-05-18

OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF697.1K shares10.27%2026-03-312026-05-18

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF218.3K shares13.66%2026-03-312026-05-18

XOM EXXON MOBIL CORP COM235.1K shares13.54%2026-03-312026-05-18

ALAI ALGER AI ENABLERS & ADOPTERS ETF1.2M shares35.92%2026-03-312026-05-18

USFR WISDOMTREE FLOATING RATE TREASURY FUND735.2K shares237.61%2026-03-312026-05-18

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FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF546.7K shares107.57%2026-03-312026-05-18

WMT WALMART INC COM291.1K shares10.60%2026-03-312026-05-18

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF239.0K shares16.45%2026-03-312026-05-18

OPTIMIZED EQUITY INCOME ETF OPTIMIZED EQUITY INCOME ETF1.4M shares21.55%2026-03-312026-05-18

META META PLATFORMS INC CL A60.8K shares9.80%2026-03-312026-05-18

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF606.4K shares390.13%2026-03-312026-05-18

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF807.2K shares6.54%2026-03-312026-05-18

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF861.7K shares191.43%2026-03-312026-05-18

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AVORY FOUNDATIONAL ETF AVORY FOUNDATIONAL ETF1.5M sharesnew addition2026-03-312026-05-18

CVX CHEVRON CORPORATION COM155.2K shares4.20%2026-03-312026-05-18

IWF ISHARES RUSSELL 1000 GROWTH ETF71.6K shares-3.82%2026-03-312026-05-18

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW63.7K shares-13.12%2026-03-312026-05-18

JNJ JOHNSON & JOHNSON COM116.8K shares3.71%2026-03-312026-05-18

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF46.8K shares0.43%2026-03-312026-05-18

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF399.9K shares81.13%2026-03-312026-05-18

JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF407.6K sharesnew addition2026-03-312026-05-18

Sponsored

PWV INVESCO LARGE CAP VALUE ETF387.0K shares141.01%2026-03-312026-05-18

LLY ELI LILLY & CO COM29.2K shares4.90%2026-03-312026-05-18

UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF1.1M shares3132.64%2026-03-312026-05-18

PLTR PALANTIR TECHNOLOGIES INC CL A178.3K shares5.45%2026-03-312026-05-18

IJR ISHARES CORE S&P SMALL CAP ETF206.1K shares-1.45%2026-03-312026-05-18

EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF251.3K shares5.22%2026-03-312026-05-18

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW118.2K shares5.74%2026-03-312026-05-18

VTV VANGUARD VALUE ETF128.0K shares-21.17%2026-03-312026-05-18

Sponsored

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF506.1K shares600.21%2026-03-312026-05-18

HYFI AB HIGH YIELD ETF656.1K sharesnew addition2026-03-312026-05-18

VEA VANGUARD FTSE DEVELOPED MARKETS ETF368.4K shares76.25%2026-03-312026-05-18

COST COSTCO WHOLESALE CORPORATION COM23.2K shares-3.08%2026-03-312026-05-18

MFSV MFS ACTIVE VALUE ETF856.0K shares21.62%2026-03-312026-05-18

IWD ISHARES RUSSELL 1000 VALUE ETF105.5K shares0.93%2026-03-312026-05-18

IJH ISHARES CORE S&P MID-CAP ETF330.7K shares17.99%2026-03-312026-05-18

VUG VANGUARD GROWTH ETF48.8K shares3.64%2026-03-312026-05-18

Sponsored

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF271.8K shares41.79%2026-03-312026-05-18

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND204.2K shares3.40%2026-03-312026-05-18

HD HOME DEPOT INC COM61.1K shares15.34%2026-03-312026-05-18

SO SOUTHERN CO COM202.4K shares31.31%2026-03-312026-05-18

IWY ISHARES RUSSELL TOP 200 GROWTH ETF77.7K shares1.78%2026-03-312026-05-18

GLD SPDR GOLD SHARES44.5K shares-16.91%2026-03-312026-05-18

MU MICRON TECHNOLOGY INC COM54.0K shares-1.45%2026-03-312026-05-18

FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK3.6M shares3144.35%2026-03-312026-05-18

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BMY BRISTOL-MYERS SQUIBB CO COM299.2K shares2.88%2026-03-312026-05-18

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF136.2K shares0.04%2026-03-312026-05-18

V VISA INC COM CL A59.8K shares3.59%2026-03-312026-05-18

MERCK & CO INC COM MERCK & CO INC COM146.1K shares3.64%2026-03-312026-05-18

SCHD SCHWAB US DIVIDEND EQUITY ETF571.9K shares66.36%2026-03-312026-05-18

ANGEL OAK TOTAL RETURN ETF ANGEL OAK TOTAL RETURN ETF352.5K shares13.11%2026-03-312026-05-18

NFLX NETFLIX INC. COM180.8K shares14.14%2026-03-312026-05-18

PG PROCTER & GAMBLE CO COM119.8K shares3.05%2026-03-312026-05-18

Sponsored

CSHI NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF344.2K shares0.21%2026-03-312026-05-18

CSCO CISCO SYS INC COM219.9K shares12.00%2026-03-312026-05-18

BND VANGUARD TOTAL BOND MARKET ETF227.8K shares41.95%2026-03-312026-05-18

IVE ISHARES S&P 500 VALUE ETF79.3K shares5.93%2026-03-312026-05-18

CAT CATERPILLAR INC COM23.6K shares0.18%2026-03-312026-05-18

VZ VERIZON COMMUNICATIONS INC COM332.4K shares19.81%2026-03-312026-05-18

NEE NEXTERA ENERGY INC COM176.2K shares3.46%2026-03-312026-05-18

JGRO JPMORGAN ACTIVE GROWTH ETF193.2K shares6095.32%2026-03-312026-05-18

Sponsored

FBCG FIDELITY BLUE CHIP GROWTH ETF318.7K shares24.59%2026-03-312026-05-18

KO COCA COLA CO COM209.5K shares3.82%2026-03-312026-05-18

ABBV ABBVIE INC COM71.9K shares5.45%2026-03-312026-05-18

RTX RTX CORPORATION COM80.9K shares3.56%2026-03-312026-05-18

FID FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF730.4K sharesnew addition2026-03-312026-05-18

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS43.8K shares2.56%2026-03-312026-05-18

GILD GILEAD SCIENCES INC COM103.5K shares121.92%2026-03-312026-05-18

TSLA TESLA INC COM38.6K shares15.90%2026-03-312026-05-18

Sponsored

BUFR FT VEST LADDERED BUFFER ETF415.3K shares99.28%2026-03-312026-05-18

BRTR ISHARES TOTAL RETURN ACTIVE ETF276.8K shares242.13%2026-03-312026-05-18

CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF429.0K sharesnew addition2026-03-312026-05-18

VIG VANGUARD DIVIDEND APPRECIATION ETF63.6K shares-12.57%2026-03-312026-05-18

IWX ISHARES RUSSELL TOP 200 VALUE ETF146.3K shares3.05%2026-03-312026-05-18

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF779.2K shares23.94%2026-03-312026-05-18

DGRO ISHARES CORE DIVIDEND GROWTH ETF191.8K shares-24.16%2026-03-312026-05-18

COWZ PACER US CASH COWS 100 ETF211.4K shares10.01%2026-03-312026-05-18

Sponsored

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF92.0K shares-4.18%2026-03-312026-05-18

INVESCO S&P 500 PURE GROWTH ETF INVESCO S&P 500 PURE GROWTH ETF278.9K shares9.16%2026-03-312026-05-18

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF168.5K shares3.61%2026-03-312026-05-18

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF59.0K shares48.79%2026-03-312026-05-18

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF217.5K shares136.21%2026-03-312026-05-18

QCOM QUALCOMM INC COM97.2K shares15.94%2026-03-312026-05-18

BAC BANK OF AMER CORP COM256.4K shares15.50%2026-03-312026-05-18

ISRG INTUITIVE SURGICAL INC COM NEW27.0K shares30.11%2026-03-312026-05-18

Sponsored

CITIGROUP INC COM NEW CITIGROUP INC COM NEW108.0K shares5.91%2026-03-312026-05-18

LMT LOCKHEED MARTIN CORP COM20.3K shares-0.31%2026-03-312026-05-18

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF197.3K shares-1.82%2026-03-312026-05-18

IBM INTERNATIONAL BUSINESS MACHS COM49.3K shares30.61%2026-03-312026-05-18

IEFA ISHARES CORE MSCI EAFE ETF131.6K shares-16.30%2026-03-312026-05-18

VGSH VANGUARD SHORT-TERM TREASURY ETF202.0K shares0.29%2026-03-312026-05-18

CGDV CAPITAL GROUP DIVIDEND VALUE ETF277.8K shares231.06%2026-03-312026-05-18

MO ALTRIA GROUP INC COM178.7K shares15.31%2026-03-312026-05-18

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF217.1K shares-4.36%2026-03-312026-05-18

EFV ISHARES MSCI EAFE VALUE ETF157.7K shares41.35%2026-03-312026-05-18

VO VANGUARD MID-CAP ETF40.7K shares4.23%2026-03-312026-05-18

LOWV AB US LOW VOLATILITY EQUITY ETF157.3K sharesnew addition2026-03-312026-05-18

SCHF SCHWAB INTERNATIONAL EQUITY ETF466.3K shares57.90%2026-03-312026-05-18

PFE PFIZER INC COM410.7K shares7.90%2026-03-312026-05-18

HYBI NEOS ENHANCED INCOME CREDIT SELECT ETF231.0K shares0.13%2026-03-312026-05-18

AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF102.5K shares46.85%2026-03-312026-05-18

Sponsored

BA BOEING CO COM56.7K shares0.58%2026-03-312026-05-18

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND126.1K shares566.51%2026-03-312026-05-18

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF76.7K shares2.22%2026-03-312026-05-18

QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF106.1K shares113.89%2026-03-312026-05-18

MCD MCDONALDS CORP COM35.3K shares7.48%2026-03-312026-05-18

EFA ISHARES MSCI EAFE ETF112.9K shares3.01%2026-03-312026-05-18

MA MASTERCARD INCORPORATED CL A21.9K shares12.40%2026-03-312026-05-18

PANW PALO ALTO NETWORKS INC COM67.5K shares12.75%2026-03-312026-05-18

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL CL A15 shares0.00%2026-03-312026-05-18

PROSHARES SHORT S&P500 PROSHARES SHORT S&P500283.9K sharesnew addition2026-03-312026-05-18

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF105.8K shares1.04%2026-03-312026-05-18

GS GOLDMAN SACHS GROUP INC COM12.5K shares14.18%2026-03-312026-05-18

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND225.0K shares80.96%2026-03-312026-05-18

MEDTRONIC PLC SHS MEDTRONIC PLC SHS119.3K shares7.51%2026-03-312026-05-18

UNP UNION PAC CORP COM42.5K shares6.87%2026-03-312026-05-18

SYLD CAMBRIA SHAREHOLDER YIELD ETF136.6K shares3.79%2026-03-312026-05-18

Sponsored

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF221.0K shares108.46%2026-03-312026-05-18

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF145.2K shares-0.00%2026-03-312026-05-18

KMI KINDER MORGAN INC DEL COM301.9K shares-2.67%2026-03-312026-05-18

PM PHILIP MORRIS INTL INC COM60.8K shares14.83%2026-03-312026-05-18

AMD ADVANCED MICRO DEVICES INC COM49.2K shares24.37%2026-03-312026-05-18

GOVT ISHARES U.S. TREASURY BOND ETF435.8K shares241.43%2026-03-312026-05-18

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF269.1K shares-3.30%2026-03-312026-05-18

UBER UBER TECHNOLOGIES INC COM136.4K shares-7.38%2026-03-312026-05-18

Sponsored

PWR QUANTA SVCS INC COM17.8K shares-9.18%2026-03-312026-05-18

RIFR RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF346.7K shares28.94%2026-03-312026-05-18

ISHARES GOLD TRUST ISHARES GOLD TRUST110.0K shares0.38%2026-03-312026-05-18

IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF171.1K shares7.61%2026-03-312026-05-18

WMB WILLIAMS COS INC COM131.6K shares12.89%2026-03-312026-05-18

DOG PROSHARES SHORT DOW30391.5K sharesnew addition2026-03-312026-05-18

PSQ PROSHARES SHORT QQQ295.8K sharesnew addition2026-03-312026-05-18

BK BANK NEW YORK MELLON CORP COM79.9K shares3.77%2026-03-312026-05-18

Sponsored

CRM SALESFORCE INC COM50.1K shares-16.21%2026-03-312026-05-18

AMGN AMGEN INC COM26.6K shares-0.98%2026-03-312026-05-18

JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF179.0K sharesnew addition2026-03-312026-05-18

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF238.5K shares-6.39%2026-03-312026-05-18

APH AMPHENOL CORP CL A73.3K shares-3.86%2026-03-312026-05-18

VBR VANGUARD SMALL CAP VALUE ETF42.5K shares3.56%2026-03-312026-05-18

XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF134.9K shares35.81%2026-03-312026-05-18

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF146.2K shares-3.79%2026-03-312026-05-18

Sponsored

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF77.2K shares-2.01%2026-03-312026-05-18

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF99.7K shares-23.48%2026-03-312026-05-18

EES WISDOMTREE U.S. SMALLCAP FUND156.6K shares-1.11%2026-03-312026-05-18

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF183.0K shares-16.85%2026-03-312026-05-18

T AT&T INC COM310.7K shares48.34%2026-03-312026-05-18

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF159.0K shares71.13%2026-03-312026-05-18

GE AEROSPACE COM NEW GE AEROSPACE COM NEW30.8K shares24.02%2026-03-312026-05-18

VNQ VANGUARD REAL ESTATE ETF97.9K shares9.08%2026-03-312026-05-18

Sponsored

IUSG ISHARES CORE S&P U.S. GROWTH ETF55.8K shares93.81%2026-03-312026-05-18

BLACKSTONE INC COM BLACKSTONE INC COM75.0K shares34.14%2026-03-312026-05-18

AGG ISHARES CORE U.S. AGGREGATE BOND ETF86.8K shares517.96%2026-03-312026-05-18

WDC WESTERN DIGITAL CORP COM31.7K shares-17.30%2026-03-312026-05-18

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF111.1K sharesnew addition2026-03-312026-05-18

BLUEROCK PVT REAL ESTATE FD COM BLUEROCK PVT REAL ESTATE FD COM506.0K shares0.12%2026-03-312026-05-18

TLT ISHARES 20 YEAR TREASURY BOND ETF96.3K shares20.71%2026-03-312026-05-18

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW63.4K shares53.79%2026-03-312026-05-18

Sponsored

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN173.7K shares-27.88%2026-03-312026-05-18

AMAT APPLIED MATLS INC COM24.1K shares-6.22%2026-03-312026-05-18

PML PIMCO MUN INCOME FD II COM1.1M sharesnew addition2026-03-312026-05-18

SLB SLB LIMITED COM STK154.9K shares1.29%2026-03-312026-05-18

GEV GE VERNOVA INC COM9.1K shares3.96%2026-03-312026-05-18

APD AIR PRODUCTS AND CHEMICALS INC COM27.4K shares8.57%2026-03-312026-05-18

SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF273.4K sharesnew addition2026-03-312026-05-18

BLACKROCK INC COM BLACKROCK INC COM8.1K shares2.91%2026-03-312026-05-18

Sponsored

DRI DARDEN RESTAURANTS INC COM39.2K shares4.30%2026-03-312026-05-18

DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF151.7K shares-10.43%2026-03-312026-05-18

SCHP SCHWAB US TIPS ETF288.0K shares2654.90%2026-03-312026-05-18

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF262.8K shares38.41%2026-03-312026-05-18

PSX PHILLIPS 66 COM41.4K shares-3.99%2026-03-312026-05-18

LRGC AB US LARGE CAP STRATEGIC EQUITIES ETF102.7K sharesnew addition2026-03-312026-05-18

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF323.4K shares-3.82%2026-03-312026-05-18

NEM NEWMONT CORP COM69.6K shares-6.84%2026-03-312026-05-18

Sponsored

IJJ ISHARES S&P MID-CAP 400 VALUE ETF56.4K shares1.03%2026-03-312026-05-18

INVESCO RAFI US 1000 ETF INVESCO RAFI US 1000 ETF156.8K shares373.04%2026-03-312026-05-18

HON HONEYWELL INTL INC COM32.8K shares-0.09%2026-03-312026-05-18

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND31.7K shares-6.59%2026-03-312026-05-18

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND282.2K shares941.54%2026-03-312026-05-18

VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF294.7K shares193.69%2026-03-312026-05-18

ORCL ORACLE CORP COM50.1K shares18.13%2026-03-312026-05-18

HIDV AB US HIGH DIVIDEND ETF94.9K sharesnew addition2026-03-312026-05-18

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XSMO INVESCO S&P SMALLCAP MOMENTUM ETF94.5K shares-0.02%2026-03-312026-05-18

MET METLIFE INC COM100.8K shares11.07%2026-03-312026-05-18

DELL DELL TECHNOLOGIES INC CL C43.4K shares2.12%2026-03-312026-05-18

PYPL PAYPAL HLDGS INC COM156.2K shares20.51%2026-03-312026-05-18

IJK ISHARES S&P MID-CAP 400 GROWTH ETF69.9K shares13.85%2026-03-312026-05-18

STT STATE STR CORP COM55.4K shares7.99%2026-03-312026-05-18

COP CONOCOPHILLIPS COM53.0K shares2.28%2026-03-312026-05-18

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FMAG FIDELITY MAGELLAN ETF220.4K shares14.13%2026-03-312026-05-18

RPV INVESCO S&P 500 PURE VALUE ETF63.7K shares2.39%2026-03-312026-05-18

IWM ISHARES RUSSELL 2000 ETF27.5K shares-41.94%2026-03-312026-05-18

RY ROYAL BK CDA COM42.0K shares106.35%2026-03-312026-05-18

TJX TJX COS INC NEW COM42.3K shares-0.11%2026-03-312026-05-18

PFIG INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF279.4K shares182.06%2026-03-312026-05-18

UNH UNITEDHEALTH GROUP INC COM24.8K shares12.43%2026-03-312026-05-18

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST14.4K shares-28.28%2026-03-312026-05-18

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PAYX PAYCHEX INC COM72.6K shares6.74%2026-03-312026-05-18

FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF207.9K shares113.76%2026-03-312026-05-18

CMI CUMMINS INC COM12.1K shares-1.52%2026-03-312026-05-18

QUAL ISHARES MSCI USA QUALITY FACTOR ETF33.9K shares106.03%2026-03-312026-05-18

PDI PIMCO DYNAMIC INCOME FD SHS380.4K shares2177.63%2026-03-312026-05-18

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF103.1K shares51.17%2026-03-312026-05-18

AXP AMERICAN EXPRESS CO COM21.3K shares6.00%2026-03-312026-05-18

SCHW SCHWAB CHARLES CORP COM68.1K shares-0.10%2026-03-312026-05-18

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BINC ISHARES FLEXIBLE INCOME ACTIVE ETF122.5K shares43.74%2026-03-312026-05-18

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF150.1K shares6.42%2026-03-312026-05-18

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND84.2K shares69.99%2026-03-312026-05-18

CRWD CROWDSTRIKE HLDGS INC CL A16.2K shares7.15%2026-03-312026-05-18

SDY STATE STREET SPDR S&P DIVIDEND ETF42.9K shares-2.10%2026-03-312026-05-18

DE DEERE & CO COM11.0K shares2.12%2026-03-312026-05-18

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF104.4K shares481.33%2026-03-312026-05-18

TMO THERMO FISHER SCIENTIFIC INC COM12.2K shares46.39%2026-03-312026-05-18

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GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR108.0K shares0.60%2026-03-312026-05-18

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF60.1K shares489.19%2026-03-312026-05-18

IUSV ISHARES CORE S&P US VALUE ETF57.4K shares13.52%2026-03-312026-05-18

SLV ISHARES SILVER TRUST85.4K shares-42.68%2026-03-312026-05-18

IEF ISHARES 7-10 YEAR TREASURY BOND ETF60.9K shares125.22%2026-03-312026-05-18

PEP PEPSICO INC COM37.0K shares15.29%2026-03-312026-05-18

STIP ISHARES 0-5 YEAR TIPS BOND ETF55.4K sharesnew addition2026-03-312026-05-18

FTXO FIRST TRUST NASDAQ BANK ETF157.7K sharesnew addition2026-03-312026-05-18

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ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS46.4K shares0.63%2026-03-312026-05-18

LOW LOWES COS INC COM23.9K shares4.39%2026-03-312026-05-18

ARKK ARK INNOVATION ETF83.1K shares11.45%2026-03-312026-05-18

USMV ISHARES MSCI USA MIN VOL FACTOR ETF60.1K shares2.21%2026-03-312026-05-18

NVS NOVARTIS AG SPONSORED ADR36.2K shares3.89%2026-03-312026-05-18

OBDC BLUE OWL CAPITAL CORPORATION COM496.6K shares4.19%2026-03-312026-05-18

BKNG BOOKING HOLDINGS INC COM1.3K shares-3.49%2026-03-312026-05-18

VT VANGUARD TOTAL WORLD STOCK ETF39.3K shares17.52%2026-03-312026-05-18

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CENCORA INC COM CENCORA INC COM17.2K shares-3.51%2026-03-312026-05-18

ITW ILLINOIS TOOL WKS INC COM20.6K shares-52.30%2026-03-312026-05-18

USO UNITED STATES OIL FUND LP41.9K sharesnew addition2026-03-312026-05-18

FTCS FIRST TRUST CAPITAL STRENGTH ETF57.3K shares-12.09%2026-03-312026-05-18

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF36.1K shares3.17%2026-03-312026-05-18

ROST ROSS STORES INC COM23.7K shares-2.46%2026-03-312026-05-18

AEP AMERICAN ELEC PWR CO INC COM39.1K shares-2.31%2026-03-312026-05-18

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM14.9K shares-5.10%2026-03-312026-05-18

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STATE STREET HEALTH CARE SELECT SECTOR SPDR PREMIUM INCOME ETF STATE STREET HEALTH CARE SELECT SECTOR SPDR PREMIUM INCOME ETF202.9K shares10.40%2026-03-312026-05-18

JAVA JPMORGAN ACTIVE VALUE ETF70.4K shares14.88%2026-03-312026-05-18

PGR PROGRESSIVE CORP COM25.1K shares7.33%2026-03-312026-05-18

DIS DISNEY WALT CO COM51.5K shares11.53%2026-03-312026-05-18

VB VANGUARD SMALL-CAP ETF18.9K shares5.90%2026-03-312026-05-18

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF30.2K shares2.67%2026-03-312026-05-18

LHX L3HARRIS TECHNOLOGIES INC COM14.1K shares12.72%2026-03-312026-05-18

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF38.7K shares-25.96%2026-03-312026-05-18

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MCK MCKESSON CORP COM5.6K shares-9.97%2026-03-312026-05-18

VGT VANGUARD INFORMATION TECHNOLOGY ETF6.8K shares10.57%2026-03-312026-05-18

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND93.6K shares4.47%2026-03-312026-05-18

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF97.7K shares299.26%2026-03-312026-05-18

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IBIT ISHARES BITCOIN TRUST ETF122.8K shares0.80%2026-03-312026-05-18

MNST MONSTER BEVERAGE CORP NEW COM64.8K shares-7.45%2026-03-312026-05-18

WAB WABTEC COM18.7K shares1.15%2026-03-312026-05-18

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ABT ABBOTT LABORATORIES COM45.5K shares-6.75%2026-03-312026-05-18

ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF104.1K shares-0.32%2026-03-312026-05-18

HLT HILTON WORLDWIDE HLDGS INC COM15.2K shares2.20%2026-03-312026-05-18

URI UNITED RENTALS INC COM6.3K shares-1.79%2026-03-312026-05-18

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UPS UNITED PARCEL SVCS INC CL B45.8K shares49.50%2026-03-312026-05-18

ILTB ISHARES CORE 10 YEAR USD BOND ETF91.7K shares27.32%2026-03-312026-05-18

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SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF92.7K shares268.31%2026-03-312026-05-18

FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF119.5K shares4.02%2026-03-312026-05-18

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MS MORGAN STANLEY COM NEW26.9K shares0.65%2026-03-312026-05-18

APP APPLOVIN CORP COM CL A11.1K shares674.70%2026-03-312026-05-18

WFC WELLS FARGO & CO COM54.9K shares6.46%2026-03-312026-05-18

IWN ISHARES RUSSELL 2000 VALUE ETF23.1K shares-1.31%2026-03-312026-05-18

HDV ISHARES CORE HIGH DIVIDEND ETF32.0K shares0.23%2026-03-312026-05-18

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LUMN LUMEN TECHNOLOGIES INC COM619.2K shares18.53%2026-03-312026-05-18

USB US BANCORP COM NEW82.0K shares-3.11%2026-03-312026-05-18

ADBE ADOBE INC COM17.5K shares-15.87%2026-03-312026-05-18

XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF23.4K shares-4.14%2026-03-312026-05-18

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD21.5K sharesnew addition2026-03-312026-05-18

NKE NIKE INC CL B79.4K shares35.16%2026-03-312026-05-18

VDE VANGUARD ENERGY ETF24.2K shares2.36%2026-03-312026-05-18

AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A335.1K sharesnew addition2026-03-312026-05-18

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XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF89.5K shares2.73%2026-03-312026-05-18

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF19.8K shares-0.92%2026-03-312026-05-18

ACWX ISHARES MSCI ACWI EX U.S. ETF59.8K shares1.56%2026-03-312026-05-18

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF51.7K shares439.27%2026-03-312026-05-18

TFC TRUIST FINL CORP COM88.7K shares-1.34%2026-03-312026-05-18

COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF120.8K shares-0.98%2026-03-312026-05-18

MMM 3M CO COM27.9K shares-3.56%2026-03-312026-05-18

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JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF59.9K shares16.31%2026-03-312026-05-18

EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND91.8K shares59.99%2026-03-312026-05-18

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LDOS LEIDOS HOLDINGS INC COM25.4K shares0.84%2026-03-312026-05-18

FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER79.4K shares2.88%2026-03-312026-05-18

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SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS10.0K shares-25.99%2026-03-312026-05-18

TXN TEXAS INSTRS INC COM20.0K shares-1.15%2026-03-312026-05-18

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MGV VANGUARD MEGA CAP VALUE ETF26.5K shares321.39%2026-03-312026-05-18

ADI ANALOG DEVICES INC COM12.0K shares-0.24%2026-03-312026-05-18

MUB ISHARES NATIONAL MUNI BOND ETF35.9K shares23.86%2026-03-312026-05-18

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VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF39.9K shares3.60%2026-03-312026-05-18

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SHEL SHELL PLC SPON ADS39.9K shares-6.25%2026-03-312026-05-18

FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF70.8K shares4.88%2026-03-312026-05-18

AZO AUTOZONE INC COM1.1K shares1.86%2026-03-312026-05-18

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DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF107.0K shares71.71%2026-03-312026-05-18

VENTURE GLOBAL INC COM CL A VENTURE GLOBAL INC COM CL A229.8K shares28.69%2026-03-312026-05-18

BSV VANGUARD SHORT-TERM BOND ETF46.0K shares0.86%2026-03-312026-05-18

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PLD PROLOGIS INC. COM26.9K shares-4.39%2026-03-312026-05-18

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XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF31.7K shares2.96%2026-03-312026-05-18

REGN REGENERON PHARMACEUTICALS COM4.4K shares36.42%2026-03-312026-05-18

GM GENERAL MTRS CO COM45.9K shares6.56%2026-03-312026-05-18

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WELL WELLTOWER INC COM17.2K shares-32.19%2026-03-312026-05-18

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UBSI UNITED BANKSHARES INC WEST VA COM81.5K shares10.79%2026-03-312026-05-18

DNOW DNOW INC COM282.8K shares6.17%2026-03-312026-05-18

THE CIGNA GROUP COM THE CIGNA GROUP COM12.6K shares10.70%2026-03-312026-05-18

PFF ISHARES PREFERRED & INCOME SECURITIES ETF110.8K shares28.15%2026-03-312026-05-18

APA CORPORATION COM APA CORPORATION COM79.0K shares3.54%2026-03-312026-05-18

EPD ENTERPRISE PRODS PARTNERS L P COM87.8K shares5.88%2026-03-312026-05-18

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ICLR ICON PLC SHS29.8K shares87.64%2026-03-312026-05-18

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BP BP PLC SPONSORED ADR70.0K shares15.22%2026-03-312026-05-18

IWR ISHARES RUSSELL MIDCAP ETF33.7K shares31.68%2026-03-312026-05-18

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK137.3K shares2.81%2026-03-312026-05-18

SHY ISHARES 1-3 YEAR TREASURY BOND ETF39.3K shares-7.18%2026-03-312026-05-18

XMMO INVESCO S&P MIDCAP MOMENTUM ETF22.3K shares-38.25%2026-03-312026-05-18

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND36.8K shares55.97%2026-03-312026-05-18

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CGDG CAPITAL GROUP DIVIDEND GROWERS ETF89.9K sharesnew addition2026-03-312026-05-18

IOT SAMSARA INC COM CL A101.3K shares51.84%2026-03-312026-05-18

KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW45.4K shares1.34%2026-03-312026-05-18

KLAC KLA CORP COM NEW2.2K shares-16.65%2026-03-312026-05-18

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST5.1K shares-8.78%2026-03-312026-05-18

CAH CARDINAL HEALTH INC COM15.0K shares0.82%2026-03-312026-05-18

TGT TARGET CORP COM26.1K shares-11.85%2026-03-312026-05-18

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NVO NOVO-NORDISK A S ADR86.0K shares8.12%2026-03-312026-05-18

JPST JPMORGAN ULTRA-SHORT INCOME ETF62.4K shares31.93%2026-03-312026-05-18

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF38.5K shares-1.48%2026-03-312026-05-18

INTC INTEL CORP COM70.6K shares-9.71%2026-03-312026-05-18

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF51.9K shares23.63%2026-03-312026-05-18

GBCI GLACIER BANCORP INC NEW COM69.2K shares-51.35%2026-03-312026-05-18

RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF120.9K shares12.19%2026-03-312026-05-18

EEM ISHARES MSCI EMERGING MARKETS ETF54.4K shares7.79%2026-03-312026-05-18

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UDIV FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF59.5K shares3.52%2026-03-312026-05-18

ASML ASML HLDG NV N Y REGISTRY SHS2.3K shares2.65%2026-03-312026-05-18

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF12.7K shares48.57%2026-03-312026-05-18

XYZ BLOCK INC CL A50.5K shares-9.46%2026-03-312026-05-18

JBND JPMORGAN ACTIVE BOND ETF56.4K sharesnew addition2026-03-312026-05-18

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COF CAPITAL ONE FINL CORP COM16.4K shares-30.74%2026-03-312026-05-18

ARCC ARES CAPITAL CORP COM165.2K shares26.22%2026-03-312026-05-18

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IWO ISHARES RUSSELL 2000 GROWTH ETF9.5K shares1.77%2026-03-312026-05-18

ET ENERGY TRANSFER L P COM UT LTD PTN153.7K shares19.51%2026-03-312026-05-18

GEN DIGITAL INC COM GEN DIGITAL INC COM157.5K shares15.07%2026-03-312026-05-18

ICE INTERCONTINENTAL EXCHANGE INC COM18.8K shares2.04%2026-03-312026-05-18

ODFL OLD DOMINION FREIGHT LINE INC COM15.1K shares-2.51%2026-03-312026-05-18

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF40.3K shares-1.39%2026-03-312026-05-18

FLOT ISHARES FLOATING RATE BOND ETF57.7K shares3.35%2026-03-312026-05-18

F FORD MTR CO COM254.3K shares-1.03%2026-03-312026-05-18

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BSX BOSTON SCIENTIFIC CORP COM46.6K shares4.13%2026-03-312026-05-18

IBKR INTERACTIVE BROKERS GROUP INC COM CL A43.4K shares-5.10%2026-03-312026-05-18

CVS CVS HEALTH CORP COM40.5K shares-1.17%2026-03-312026-05-18

MBB ISHARES MBS ETF30.6K shares-3.34%2026-03-312026-05-18

NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF44.0K sharesnew addition2026-03-312026-05-18

VDC VANGUARD CONSUMER STAPLES ETF12.9K shares0.36%2026-03-312026-05-18

QGRW WISDOMTREE U.S. QUALITY GROWTH FUND54.1K shares498.34%2026-03-312026-05-18

O REALTY INCOME CORP COM47.2K shares3.80%2026-03-312026-05-18

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BIZD VANECK BDC INCOME ETF223.9K shares-6.68%2026-03-312026-05-18

IIM INVESCO VALUE MUN INCOME TR COM234.3K sharesnew addition2026-03-312026-05-18

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF73.0K shares331.62%2026-03-312026-05-18

OKE ONEOK INC NEW COM31.2K shares38.69%2026-03-312026-05-18

PECO PHILLIPS EDISON & CO INC COMMON STOCK74.2K shares6.35%2026-03-312026-05-18

EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF50.4K shares-0.93%2026-03-312026-05-18

VLO VALERO ENERGY CORP COM11.2K shares-10.18%2026-03-312026-05-18

BTI BRITISH AMERN TOB PLC SPONSORED ADR47.4K shares-1.11%2026-03-312026-05-18

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IWB ISHARES RUSSELL 1000 ETF7.7K shares21.28%2026-03-312026-05-18

MPC MARATHON PETE CORP COM11.2K shares3.34%2026-03-312026-05-18

CONCOURSE CAPITAL FOCUSED EQUITY ETF CONCOURSE CAPITAL FOCUSED EQUITY ETF106.1K shares-2.81%2026-03-312026-05-18

EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF54.2K shares-1.41%2026-03-312026-05-18

JCI JOHNSON CTLS INTL PLC SHS20.7K shares2.37%2026-03-312026-05-18

FCX FREEPORT MCMORAN INC CL B46.0K shares1.27%2026-03-312026-05-18

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF24.3K shares3.71%2026-03-312026-05-18

CGGR CAPITAL GROUP GROWTH ETF66.5K shares108.50%2026-03-312026-05-18

Sponsored

VOE VANGUARD MID-CAP VALUE ETF14.5K shares8.95%2026-03-312026-05-18

DKS DICKS SPORTING GOODS INC COM13.4K shares1.57%2026-03-312026-05-18

NOC NORTHROP GRUMMAN CORP COM3.9K shares-2.79%2026-03-312026-05-18

KMB KIMBERLY-CLARK CORP COM27.3K shares9.78%2026-03-312026-05-18

EFG ISHARES MSCI EAFE GROWTH ETF23.6K shares72.79%2026-03-312026-05-18

FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF30.2K shares-2.44%2026-03-312026-05-18

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND49.7K shares105.96%2026-03-312026-05-18

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF56.3K shares-71.83%2026-03-312026-05-18

Sponsored

DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF54.0K sharesnew addition2026-03-312026-05-18

VLUE ISHARES MSCI USA VALUE FACTOR ETF18.1K shares151.48%2026-03-312026-05-18

CEG CONSTELLATION ENERGY CORP COM9.1K shares-23.78%2026-03-312026-05-18

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF82.8K shares2.94%2026-03-312026-05-18

SBUX STARBUCKS CORP COM28.1K shares5.39%2026-03-312026-05-18

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF75.2K shares2.55%2026-03-312026-05-18

SPGP INVESCO S&P 500 GARP ETF23.1K shares-22.29%2026-03-312026-05-18

GIS GENERAL MILLS INC COM66.7K shares1.98%2026-03-312026-05-18

Sponsored

TROW PRICE T ROWE GROUP INC COM27.4K shares-0.32%2026-03-312026-05-18

UYLD ANGEL OAK ULTRASHORT INCOME ETF48.1K shares366.78%2026-03-312026-05-18

CB CHUBB LTD SWITZ COM7.5K shares-0.37%2026-03-312026-05-18

FTNT FORTINET INC COM29.9K shares-14.54%2026-03-312026-05-18

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF43.1K shares19.02%2026-03-312026-05-18

PPLT ABRDN PHYSICAL PLATINUM SHARES ETF13.7K shares-55.35%2026-03-312026-05-18

FENI FIDELITY ENHANCED INTERNATIONAL ETF65.2K shares60.63%2026-03-312026-05-18

VOT VANGUARD MID-CAP GROWTH ETF9.4K shares32.98%2026-03-312026-05-18

Sponsored

DFCF DIMENSIONAL CORE FIXED INCOME ETF57.3K sharesnew addition2026-03-312026-05-18

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF53.5K sharesnew addition2026-03-312026-05-18

TIP ISHARES TIPS BOND ETF21.7K shares16.49%2026-03-312026-05-18

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF48.0K shares13.90%2026-03-312026-05-18

BAMG BROOKSTONE GROWTH STOCK ETF65.2K shares-1.75%2026-03-312026-05-18

PEG PUBLIC SVC ENTERPRISE GROUP COM29.4K shares0.39%2026-03-312026-05-18

HSBC HSBC HLDGS PLC SPON ADR NEW28.6K shares-11.99%2026-03-312026-05-18

FDX FEDEX CORP COM6.6K shares-7.78%2026-03-312026-05-18

Sponsored

AHR AMERICAN HEALTHCARE REIT INC COM SHS49.7K shares17.59%2026-03-312026-05-18

PAGP PLAINS GP HLDGS L P LTD PARTNR INT A96.0K shares3.66%2026-03-312026-05-18

EZU ISHARES MSCI EUROZONE ETF37.1K shares324.98%2026-03-312026-05-18

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF50.4K shares197.47%2026-03-312026-05-18

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A11.6K shares-1.91%2026-03-312026-05-18

TSCO TRACTOR SUPPLY CO COM50.8K shares-2.59%2026-03-312026-05-18

WPC WP CAREY INC COM33.8K shares-10.94%2026-03-312026-05-18

CION CION INVT CORP COM335.4K shares-2.32%2026-03-312026-05-18

Sponsored

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF38.0K shares-11.44%2026-03-312026-05-18

DVY ISHARES SELECT DIVIDEND ETF15.1K shares-1.58%2026-03-312026-05-18

DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND42.1K sharesnew addition2026-03-312026-05-18

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF24.9K shares-4.33%2026-03-312026-05-18

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF47.3K shares162.06%2026-03-312026-05-18

ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF26.8K shares144.52%2026-03-312026-05-18

CRWV COREWEAVE INC COM CL A29.3K shares22.52%2026-03-312026-05-18

ILCG ISHARES MORNINGSTAR GROWTH ETF23.7K shares0.40%2026-03-312026-05-18

Sponsored

JAZZ JAZZ PHARMACEUTICALS PLC SHS USD12.0K shares-11.65%2026-03-312026-05-18

OTEX OPEN TEXT CORP COM101.3K shares19.03%2026-03-312026-05-18

Z ZILLOW GROUP INC CL C CAP STK54.2K shares47.30%2026-03-312026-05-18

KDP KEURIG DR PEPPER INC COM85.0K shares15.50%2026-03-312026-05-18

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST24.1K shares151.83%2026-03-312026-05-18

SYK STRYKER CORPORATION COM6.8K shares5.12%2026-03-312026-05-18

HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND23.8K shares101.41%2026-03-312026-05-18

STANLEY BLACK & DECKER INC COM STANLEY BLACK & DECKER INC COM31.1K shares27.30%2026-03-312026-05-18

Sponsored

RIO RIO TINTO PLC SPONSORED ADR23.6K shares-1.96%2026-03-312026-05-18

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF41.6K sharesnew addition2026-03-312026-05-18

FSK FS KKR CAP CORP COM215.4K shares0.33%2026-03-312026-05-18

DHR DANAHER CORP DEL COM11.6K shares-0.28%2026-03-312026-05-18

ORI OLD REP INTL CORP COM54.8K shares43.16%2026-03-312026-05-18

ETR ENTERGY CORP NEW COM19.4K shares2.30%2026-03-312026-05-18

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND23.6K shares115.02%2026-03-312026-05-18

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF24.9K shares17.28%2026-03-312026-05-18

Sponsored

QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF16.9K shares-5.67%2026-03-312026-05-18

D DOMINION ENERGY INC COM34.7K shares-0.98%2026-03-312026-05-18

EXR EXTRA SPACE STORAGE INC COM16.3K shares6.69%2026-03-312026-05-18

IWS ISHARES RUSSELL MID-CAP VALUE ETF14.6K shares6.87%2026-03-312026-05-18

GPC GENUINE PARTS CO COM20.1K shares-5.37%2026-03-312026-05-18

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND40.6K shares-10.98%2026-03-312026-05-18

LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF52.2K shares73.98%2026-03-312026-05-18

ESGU ISHARES ESG AWARE MSCI USA ETF15.0K shares11.24%2026-03-312026-05-18

Sponsored

VTEB VANGUARD TAX-EXEMPT BOND ETF42.0K shares89.15%2026-03-312026-05-18

CROWN CASTLE INC COM CROWN CASTLE INC COM25.6K shares6.91%2026-03-312026-05-18

TT TRANE TECHNOLOGIES PLC SHS5.0K shares-5.28%2026-03-312026-05-18

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF21.7K shares55.83%2026-03-312026-05-18

ZWS ZURN ELKAY WATER SOLNS CORP COM46.3K sharesnew addition2026-03-312026-05-18

KFY KORN FERRY COM NEW32.9K shares-9.66%2026-03-312026-05-18

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF40.7K shares76.67%2026-03-312026-05-18

MLM MARTIN MARIETTA MATLS INC COM3.5K shares1.13%2026-03-312026-05-18

Sponsored

TOTALENERGIES SE ACT TOTALENERGIES SE ACT22.6K shares-2.39%2026-03-312026-05-18

QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND9.5K shares-11.84%2026-03-312026-05-18

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF24.5K shares11.97%2026-03-312026-05-18

ALB ALBEMARLE CORP COM11.2K shares-39.06%2026-03-312026-05-18

AAPL

APPLE INC COM

6.67%

Shares691.7K

Event2026-03-31

Filed2026-05-18

NVDA

NVIDIA CORPORATION COM

1.96%

Shares845.0K

Event2026-03-31

Filed2026-05-18

IVV

ISHARES CORE S&P 500 ETF

14.44%

Shares163.6K

Event2026-03-31

Filed2026-05-18

MSFT

MICROSOFT CORP COM

11.65%

Shares237.5K

Event2026-03-31

Filed2026-05-18

AMZN

AMAZON COM INC COM

7.71%

Shares377.4K

Event2026-03-31

Filed2026-05-18

CARY

ANGEL OAK INCOME ETF

13.68%

Shares3.6M

Event2026-03-31

Filed2026-05-18

ALPHABET INC CAP STK CL A

2.47%

Shares250.5K

Event2026-03-31

Filed2026-05-18

JPM

JPMORGAN CHASE & CO COM

5.91%

Shares203.9K

Event2026-03-31

Filed2026-05-18

IVW

ISHARES S&P 500 GROWTH ETF

32.88%

Shares496.2K

Event2026-03-31

Filed2026-05-18

FBND

FIDELITY TOTAL BOND ETF

21.67%

Shares1.2M

Event2026-03-31

Filed2026-05-18

JPIE

JPMORGAN INCOME ETF

301.20%

Shares1.2M

Event2026-03-31

Filed2026-05-18

SPY

STATE STREET SPDR S&P 500 ETF

6.67%

Shares82.9K

Event2026-03-31

Filed2026-05-18

INVESCO QQQ TRUST SERIES I

10.52%

Shares88.4K

Event2026-03-31

Filed2026-05-18

VTI

VANGUARD TOTAL STOCK MARKET ETF

63.36%

Shares157.4K

Event2026-03-31

Filed2026-05-18

SYFI

AB SHORT DURATION HIGH YIELD ETF

1700.25%

Shares1.3M

Event2026-03-31

Filed2026-05-18

BROADCOM INC COM

4.94%

Shares144.9K

Event2026-03-31

Filed2026-05-18

AOHY

ANGEL OAK HIGH YIELD OPPORTUNITIES ETF

12.30%

Shares3.9M

Event2026-03-31

Filed2026-05-18

ALPHABET INC CAP STK CL C

4.88%

Shares146.5K

Event2026-03-31

Filed2026-05-18

FDVV

FIDELITY HIGH DIVIDEND ETF

28.71%

Shares760.0K

Event2026-03-31

Filed2026-05-18

OMFL

INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF

10.27%

Shares697.1K

Event2026-03-31

Filed2026-05-18

INVESCO S&P 500 EQUAL WEIGHT ETF

13.66%

Shares218.3K

Event2026-03-31

Filed2026-05-18

XOM

EXXON MOBIL CORP COM

13.54%

Shares235.1K

Event2026-03-31

Filed2026-05-18

ALAI

ALGER AI ENABLERS & ADOPTERS ETF

35.92%

Shares1.2M

Event2026-03-31

Filed2026-05-18

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

237.61%

Shares735.2K

Event2026-03-31

Filed2026-05-18

FLQL

FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF

107.57%

Shares546.7K

Event2026-03-31

Filed2026-05-18

WMT

WALMART INC COM

10.60%

Shares291.1K

Event2026-03-31

Filed2026-05-18

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

16.45%

Shares239.0K

Event2026-03-31

Filed2026-05-18

OPTIMIZED EQUITY INCOME ETF

21.55%

Shares1.4M

Event2026-03-31

Filed2026-05-18

META

META PLATFORMS INC CL A

9.80%

Shares60.8K

Event2026-03-31

Filed2026-05-18

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

390.13%

Shares606.4K

Event2026-03-31

Filed2026-05-18

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

6.54%

Shares807.2K

Event2026-03-31

Filed2026-05-18

SDVY

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

191.43%

Shares861.7K

Event2026-03-31

Filed2026-05-18

AVORY FOUNDATIONAL ETF

New

Shares1.5M

Event2026-03-31

Filed2026-05-18

CVX

CHEVRON CORPORATION COM

4.20%

Shares155.2K

Event2026-03-31

Filed2026-05-18

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-3.82%

Shares71.6K

Event2026-03-31

Filed2026-05-18

BERKSHIRE HATHAWAY INC DEL CL B NEW

-13.12%

Shares63.7K

Event2026-03-31

Filed2026-05-18

JNJ

JOHNSON & JOHNSON COM

3.71%

Shares116.8K

Event2026-03-31

Filed2026-05-18

VANGUARD S&P 500 ETF

0.43%

Shares46.8K

Event2026-03-31

Filed2026-05-18

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

81.13%

Shares399.9K

Event2026-03-31

Filed2026-05-18

JMEE

JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF

New

Shares407.6K

Event2026-03-31

Filed2026-05-18

PWV

INVESCO LARGE CAP VALUE ETF

141.01%

Shares387.0K

Event2026-03-31

Filed2026-05-18

LLY

ELI LILLY & CO COM

4.90%

Shares29.2K

Event2026-03-31

Filed2026-05-18

UCON

FIRST TRUST SMITH UNCONSTRAINED BOND ETF

3132.64%

Shares1.1M

Event2026-03-31

Filed2026-05-18

PLTR

PALANTIR TECHNOLOGIES INC CL A

5.45%

Shares178.3K

Event2026-03-31

Filed2026-05-18

IJR

ISHARES CORE S&P SMALL CAP ETF

-1.45%

Shares206.1K

Event2026-03-31

Filed2026-05-18

EUSA

ISHARES MSCI USA EQUAL WEIGHTED ETF

5.22%

Shares251.3K

Event2026-03-31

Filed2026-05-18

LAM RESEARCH CORP COM NEW

5.74%

Shares118.2K

Event2026-03-31

Filed2026-05-18

VTV

VANGUARD VALUE ETF

-21.17%

Shares128.0K

Event2026-03-31

Filed2026-05-18

KNG

FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF

600.21%

Shares506.1K

Event2026-03-31

Filed2026-05-18

HYFI

AB HIGH YIELD ETF

New

Shares656.1K

Event2026-03-31

Filed2026-05-18

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

76.25%

Shares368.4K

Event2026-03-31

Filed2026-05-18

COST

COSTCO WHOLESALE CORPORATION COM

-3.08%

Shares23.2K

Event2026-03-31

Filed2026-05-18

MFSV

MFS ACTIVE VALUE ETF

21.62%

Shares856.0K

Event2026-03-31

Filed2026-05-18

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.93%

Shares105.5K

Event2026-03-31

Filed2026-05-18

IJH

ISHARES CORE S&P MID-CAP ETF

17.99%

Shares330.7K

Event2026-03-31

Filed2026-05-18

VUG

VANGUARD GROWTH ETF

3.64%

Shares48.8K

Event2026-03-31

Filed2026-05-18

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

41.79%

Shares271.8K

Event2026-03-31

Filed2026-05-18

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

3.40%

Shares204.2K

Event2026-03-31

Filed2026-05-18

HOME DEPOT INC COM

15.34%

Shares61.1K

Event2026-03-31

Filed2026-05-18

SOUTHERN CO COM

31.31%

Shares202.4K

Event2026-03-31

Filed2026-05-18

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

1.78%

Shares77.7K

Event2026-03-31

Filed2026-05-18

GLD

SPDR GOLD SHARES

-16.91%

Shares44.5K

Event2026-03-31

Filed2026-05-18

MICRON TECHNOLOGY INC COM

-1.45%

Shares54.0K

Event2026-03-31

Filed2026-05-18

FSCO

FS CREDIT OPPORTUNITIES CORP COMMON STOCK

3144.35%

Shares3.6M

Event2026-03-31

Filed2026-05-18

BMY

BRISTOL-MYERS SQUIBB CO COM

2.88%

Shares299.2K

Event2026-03-31

Filed2026-05-18

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.04%

Shares136.2K

Event2026-03-31

Filed2026-05-18

VISA INC COM CL A

3.59%

Shares59.8K

Event2026-03-31

Filed2026-05-18

MERCK & CO INC COM

3.64%

Shares146.1K

Event2026-03-31

Filed2026-05-18

SCHD

SCHWAB US DIVIDEND EQUITY ETF

66.36%

Shares571.9K

Event2026-03-31

Filed2026-05-18

ANGEL OAK TOTAL RETURN ETF

13.11%

Shares352.5K

Event2026-03-31

Filed2026-05-18

NFLX

NETFLIX INC. COM

14.14%

Shares180.8K

Event2026-03-31

Filed2026-05-18

PROCTER & GAMBLE CO COM

3.05%

Shares119.8K

Event2026-03-31

Filed2026-05-18

CSHI

NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF

0.21%

Shares344.2K

Event2026-03-31

Filed2026-05-18

CSCO

CISCO SYS INC COM

12.00%

Shares219.9K

Event2026-03-31

Filed2026-05-18

BND

VANGUARD TOTAL BOND MARKET ETF

41.95%

Shares227.8K

Event2026-03-31

Filed2026-05-18

IVE

ISHARES S&P 500 VALUE ETF

5.93%

Shares79.3K

Event2026-03-31

Filed2026-05-18

CAT

CATERPILLAR INC COM

0.18%

Shares23.6K

Event2026-03-31

Filed2026-05-18

VERIZON COMMUNICATIONS INC COM

19.81%

Shares332.4K

Event2026-03-31

Filed2026-05-18

NEE

NEXTERA ENERGY INC COM

3.46%

Shares176.2K

Event2026-03-31

Filed2026-05-18

JGRO

JPMORGAN ACTIVE GROWTH ETF

6095.32%

Shares193.2K

Event2026-03-31

Filed2026-05-18

FBCG

FIDELITY BLUE CHIP GROWTH ETF

24.59%

Shares318.7K

Event2026-03-31

Filed2026-05-18

COCA COLA CO COM

3.82%

Shares209.5K

Event2026-03-31

Filed2026-05-18

ABBV

ABBVIE INC COM

5.45%

Shares71.9K

Event2026-03-31

Filed2026-05-18

RTX

RTX CORPORATION COM

3.56%

Shares80.9K

Event2026-03-31

Filed2026-05-18

FID

FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF

New

Shares730.4K

Event2026-03-31

Filed2026-05-18

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

2.56%

Shares43.8K

Event2026-03-31

Filed2026-05-18

GILD

GILEAD SCIENCES INC COM

121.92%

Shares103.5K

Event2026-03-31

Filed2026-05-18

TSLA

TESLA INC COM

15.90%

Shares38.6K

Event2026-03-31

Filed2026-05-18

BUFR

FT VEST LADDERED BUFFER ETF

99.28%

Shares415.3K

Event2026-03-31

Filed2026-05-18

BRTR

ISHARES TOTAL RETURN ACTIVE ETF

242.13%

Shares276.8K

Event2026-03-31

Filed2026-05-18

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

New

Shares429.0K

Event2026-03-31

Filed2026-05-18

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-12.57%

Shares63.6K

Event2026-03-31

Filed2026-05-18

IWX

ISHARES RUSSELL TOP 200 VALUE ETF

3.05%

Shares146.3K

Event2026-03-31

Filed2026-05-18

PDBC

INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF

23.94%

Shares779.2K

Event2026-03-31

Filed2026-05-18

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-24.16%

Shares191.8K

Event2026-03-31

Filed2026-05-18

COWZ

PACER US CASH COWS 100 ETF

10.01%

Shares211.4K

Event2026-03-31

Filed2026-05-18

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-4.18%

Shares92.0K

Event2026-03-31

Filed2026-05-18

INVESCO S&P 500 PURE GROWTH ETF

9.16%

Shares278.9K

Event2026-03-31

Filed2026-05-18

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

3.61%

Shares168.5K

Event2026-03-31

Filed2026-05-18

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

48.79%

Shares59.0K

Event2026-03-31

Filed2026-05-18

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

136.21%

Shares217.5K

Event2026-03-31

Filed2026-05-18

QCOM

QUALCOMM INC COM

15.94%

Shares97.2K

Event2026-03-31

Filed2026-05-18

BAC

BANK OF AMER CORP COM

15.50%

Shares256.4K

Event2026-03-31

Filed2026-05-18

ISRG

INTUITIVE SURGICAL INC COM NEW

30.11%

Shares27.0K

Event2026-03-31

Filed2026-05-18

CITIGROUP INC COM NEW

5.91%

Shares108.0K

Event2026-03-31

Filed2026-05-18

LMT

LOCKHEED MARTIN CORP COM

-0.31%

Shares20.3K

Event2026-03-31

Filed2026-05-18

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-1.82%

Shares197.3K

Event2026-03-31

Filed2026-05-18

IBM

INTERNATIONAL BUSINESS MACHS COM

30.61%

Shares49.3K

Event2026-03-31

Filed2026-05-18

IEFA

ISHARES CORE MSCI EAFE ETF

-16.30%

Shares131.6K

Event2026-03-31

Filed2026-05-18

VGSH

VANGUARD SHORT-TERM TREASURY ETF

0.29%

Shares202.0K

Event2026-03-31

Filed2026-05-18

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

231.06%

Shares277.8K

Event2026-03-31

Filed2026-05-18

ALTRIA GROUP INC COM

15.31%

Shares178.7K

Event2026-03-31

Filed2026-05-18

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-4.36%

Shares217.1K

Event2026-03-31

Filed2026-05-18

EFV

ISHARES MSCI EAFE VALUE ETF

41.35%

Shares157.7K

Event2026-03-31

Filed2026-05-18

VANGUARD MID-CAP ETF

4.23%

Shares40.7K

Event2026-03-31

Filed2026-05-18

LOWV

AB US LOW VOLATILITY EQUITY ETF

New

Shares157.3K

Event2026-03-31

Filed2026-05-18

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

57.90%

Shares466.3K

Event2026-03-31

Filed2026-05-18

PFE

PFIZER INC COM

7.90%

Shares410.7K

Event2026-03-31

Filed2026-05-18

HYBI

NEOS ENHANCED INCOME CREDIT SELECT ETF

0.13%

Shares231.0K

Event2026-03-31

Filed2026-05-18

AIRR

FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF

46.85%

Shares102.5K

Event2026-03-31

Filed2026-05-18

BOEING CO COM

0.58%

Shares56.7K

Event2026-03-31

Filed2026-05-18

DLN

WISDOMTREE U.S. LARGECAP DIVIDEND FUND

566.51%

Shares126.1K

Event2026-03-31

Filed2026-05-18

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

2.22%

Shares76.7K

Event2026-03-31

Filed2026-05-18

QGRO

AMERICAN CENTURY U.S. QUALITY GROWTH ETF

113.89%

Shares106.1K

Event2026-03-31

Filed2026-05-18

MCD

MCDONALDS CORP COM

7.48%

Shares35.3K

Event2026-03-31

Filed2026-05-18

EFA

ISHARES MSCI EAFE ETF

3.01%

Shares112.9K

Event2026-03-31

Filed2026-05-18

MASTERCARD INCORPORATED CL A

12.40%

Shares21.9K

Event2026-03-31

Filed2026-05-18

PANW

PALO ALTO NETWORKS INC COM

12.75%

Shares67.5K

Event2026-03-31

Filed2026-05-18

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares15

Event2026-03-31

Filed2026-05-18

PROSHARES SHORT S&P500

New

Shares283.9K

Event2026-03-31

Filed2026-05-18

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

1.04%

Shares105.8K

Event2026-03-31

Filed2026-05-18

GOLDMAN SACHS GROUP INC COM

14.18%

Shares12.5K

Event2026-03-31

Filed2026-05-18

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

80.96%

Shares225.0K

Event2026-03-31

Filed2026-05-18

MEDTRONIC PLC SHS

7.51%

Shares119.3K

Event2026-03-31

Filed2026-05-18

UNP

UNION PAC CORP COM

6.87%

Shares42.5K

Event2026-03-31

Filed2026-05-18

SYLD

CAMBRIA SHAREHOLDER YIELD ETF

3.79%

Shares136.6K

Event2026-03-31

Filed2026-05-18

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

108.46%

Shares221.0K

Event2026-03-31

Filed2026-05-18

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-0.00%

Shares145.2K

Event2026-03-31

Filed2026-05-18

KMI

KINDER MORGAN INC DEL COM

-2.67%

Shares301.9K

Event2026-03-31

Filed2026-05-18

PHILIP MORRIS INTL INC COM

14.83%

Shares60.8K

Event2026-03-31

Filed2026-05-18

AMD

ADVANCED MICRO DEVICES INC COM

24.37%

Shares49.2K

Event2026-03-31

Filed2026-05-18

GOVT

ISHARES U.S. TREASURY BOND ETF

241.43%

Shares435.8K

Event2026-03-31

Filed2026-05-18

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

-3.30%

Shares269.1K

Event2026-03-31

Filed2026-05-18

UBER

UBER TECHNOLOGIES INC COM

-7.38%

Shares136.4K

Event2026-03-31

Filed2026-05-18

PWR

QUANTA SVCS INC COM

-9.18%

Shares17.8K

Event2026-03-31

Filed2026-05-18

RIFR

RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF

28.94%

Shares346.7K

Event2026-03-31

Filed2026-05-18

ISHARES GOLD TRUST

0.38%

Shares110.0K

Event2026-03-31

Filed2026-05-18

IPKW

INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF

7.61%

Shares171.1K

Event2026-03-31

Filed2026-05-18

WMB

WILLIAMS COS INC COM

12.89%

Shares131.6K

Event2026-03-31

Filed2026-05-18

DOG

PROSHARES SHORT DOW30

New

Shares391.5K

Event2026-03-31

Filed2026-05-18

PSQ

PROSHARES SHORT QQQ

New

Shares295.8K

Event2026-03-31

Filed2026-05-18

BANK NEW YORK MELLON CORP COM

3.77%

Shares79.9K

Event2026-03-31

Filed2026-05-18

CRM

SALESFORCE INC COM

-16.21%

Shares50.1K

Event2026-03-31

Filed2026-05-18

AMGN

AMGEN INC COM

-0.98%

Shares26.6K

Event2026-03-31

Filed2026-05-18

JEMA

JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF

New

Shares179.0K

Event2026-03-31

Filed2026-05-18

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

-6.39%

Shares238.5K

Event2026-03-31

Filed2026-05-18

APH

AMPHENOL CORP CL A

-3.86%

Shares73.3K

Event2026-03-31

Filed2026-05-18

VBR

VANGUARD SMALL CAP VALUE ETF

3.56%

Shares42.5K

Event2026-03-31

Filed2026-05-18

ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF

35.81%

Shares134.9K

Event2026-03-31

Filed2026-05-18

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

-3.79%

Shares146.2K

Event2026-03-31

Filed2026-05-18

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

-2.01%

Shares77.2K

Event2026-03-31

Filed2026-05-18

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-23.48%

Shares99.7K

Event2026-03-31

Filed2026-05-18

EES

WISDOMTREE U.S. SMALLCAP FUND

-1.11%

Shares156.6K

Event2026-03-31

Filed2026-05-18

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-16.85%

Shares183.0K

Event2026-03-31

Filed2026-05-18

AT&T INC COM

48.34%

Shares310.7K

Event2026-03-31

Filed2026-05-18

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

71.13%

Shares159.0K

Event2026-03-31

Filed2026-05-18

GE AEROSPACE COM NEW

24.02%

Shares30.8K

Event2026-03-31

Filed2026-05-18

VNQ

VANGUARD REAL ESTATE ETF

9.08%

Shares97.9K

Event2026-03-31

Filed2026-05-18

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

93.81%

Shares55.8K

Event2026-03-31

Filed2026-05-18

BLACKSTONE INC COM

34.14%

Shares75.0K

Event2026-03-31

Filed2026-05-18

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

517.96%

Shares86.8K

Event2026-03-31

Filed2026-05-18

WDC

WESTERN DIGITAL CORP COM

-17.30%

Shares31.7K

Event2026-03-31

Filed2026-05-18

JIRE

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

New

Shares111.1K

Event2026-03-31

Filed2026-05-18

BLUEROCK PVT REAL ESTATE FD COM

0.12%

Shares506.0K

Event2026-03-31

Filed2026-05-18

TLT

ISHARES 20 YEAR TREASURY BOND ETF

20.71%

Shares96.3K

Event2026-03-31

Filed2026-05-18

DUKE ENERGY CORP NEW COM NEW

53.79%

Shares63.4K

Event2026-03-31

Filed2026-05-18

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

-27.88%

Shares173.7K

Event2026-03-31

Filed2026-05-18

AMAT

APPLIED MATLS INC COM

-6.22%

Shares24.1K

Event2026-03-31

Filed2026-05-18

PML

PIMCO MUN INCOME FD II COM

New

Shares1.1M

Event2026-03-31

Filed2026-05-18

SLB

SLB LIMITED COM STK

1.29%

Shares154.9K

Event2026-03-31

Filed2026-05-18

GEV

GE VERNOVA INC COM

3.96%

Shares9.1K

Event2026-03-31

Filed2026-05-18

APD

AIR PRODUCTS AND CHEMICALS INC COM

8.57%

Shares27.4K

Event2026-03-31

Filed2026-05-18

SPTI

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

New

Shares273.4K

Event2026-03-31

Filed2026-05-18

BLACKROCK INC COM

2.91%

Shares8.1K

Event2026-03-31

Filed2026-05-18

DRI

DARDEN RESTAURANTS INC COM

4.30%

Shares39.2K

Event2026-03-31

Filed2026-05-18

DUSB

DIMENSIONAL ULTRASHORT FIXED INCOME ETF

-10.43%

Shares151.7K

Event2026-03-31

Filed2026-05-18

SCHP

SCHWAB US TIPS ETF

2654.90%

Shares288.0K

Event2026-03-31

Filed2026-05-18

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

38.41%

Shares262.8K

Event2026-03-31

Filed2026-05-18

PSX

PHILLIPS 66 COM

-3.99%

Shares41.4K

Event2026-03-31

Filed2026-05-18

LRGC

AB US LARGE CAP STRATEGIC EQUITIES ETF

New

Shares102.7K

Event2026-03-31

Filed2026-05-18

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

-3.82%

Shares323.4K

Event2026-03-31

Filed2026-05-18

NEM

NEWMONT CORP COM

-6.84%

Shares69.6K

Event2026-03-31

Filed2026-05-18

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

1.03%

Shares56.4K

Event2026-03-31

Filed2026-05-18

INVESCO RAFI US 1000 ETF

373.04%

Shares156.8K

Event2026-03-31

Filed2026-05-18

HON

HONEYWELL INTL INC COM

-0.09%

Shares32.8K

Event2026-03-31

Filed2026-05-18

FDN

FIRST TRUST DOW JONES INTERNET INDEX FUND

-6.59%

Shares31.7K

Event2026-03-31

Filed2026-05-18

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

941.54%

Shares282.2K

Event2026-03-31

Filed2026-05-18

VRIG

INVESCO VARIABLE RATE INVESTMENT GRADE ETF

193.69%

Shares294.7K

Event2026-03-31

Filed2026-05-18

ORCL

ORACLE CORP COM

18.13%

Shares50.1K

Event2026-03-31

Filed2026-05-18

HIDV

AB US HIGH DIVIDEND ETF

New

Shares94.9K

Event2026-03-31

Filed2026-05-18

DVN

DEVON ENERGY CORP NEW COM

21.94%

Shares144.0K

Event2026-03-31

Filed2026-05-18

XSMO

INVESCO S&P SMALLCAP MOMENTUM ETF

-0.02%

Shares94.5K

Event2026-03-31

Filed2026-05-18

MET

METLIFE INC COM

11.07%

Shares100.8K

Event2026-03-31

Filed2026-05-18

DELL

DELL TECHNOLOGIES INC CL C

2.12%

Shares43.4K

Event2026-03-31

Filed2026-05-18

PYPL

PAYPAL HLDGS INC COM

20.51%

Shares156.2K

Event2026-03-31

Filed2026-05-18

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

13.85%

Shares69.9K

Event2026-03-31

Filed2026-05-18

STT

STATE STR CORP COM

7.99%

Shares55.4K

Event2026-03-31

Filed2026-05-18

COP

CONOCOPHILLIPS COM

2.28%

Shares53.0K

Event2026-03-31

Filed2026-05-18

FMAG

FIDELITY MAGELLAN ETF

14.13%

Shares220.4K

Event2026-03-31

Filed2026-05-18

RPV

INVESCO S&P 500 PURE VALUE ETF

2.39%

Shares63.7K

Event2026-03-31

Filed2026-05-18

IWM

ISHARES RUSSELL 2000 ETF

-41.94%

Shares27.5K

Event2026-03-31

Filed2026-05-18

ROYAL BK CDA COM

106.35%

Shares42.0K

Event2026-03-31

Filed2026-05-18

TJX

TJX COS INC NEW COM

-0.11%

Shares42.3K

Event2026-03-31

Filed2026-05-18

PFIG

INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF

182.06%

Shares279.4K

Event2026-03-31

Filed2026-05-18

UNH

UNITEDHEALTH GROUP INC COM

12.43%

Shares24.8K

Event2026-03-31

Filed2026-05-18

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

-28.28%

Shares14.4K

Event2026-03-31

Filed2026-05-18

PAYX

PAYCHEX INC COM

6.74%

Shares72.6K

Event2026-03-31

Filed2026-05-18

FDEM

FIDELITY EMERGING MARKETS MULTIFACTOR ETF

113.76%

Shares207.9K

Event2026-03-31

Filed2026-05-18

CMI

CUMMINS INC COM

-1.52%

Shares12.1K

Event2026-03-31

Filed2026-05-18

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

106.03%

Shares33.9K

Event2026-03-31

Filed2026-05-18

PDI

PIMCO DYNAMIC INCOME FD SHS

2177.63%

Shares380.4K

Event2026-03-31

Filed2026-05-18

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

51.17%

Shares103.1K

Event2026-03-31

Filed2026-05-18

AXP

AMERICAN EXPRESS CO COM

6.00%

Shares21.3K

Event2026-03-31

Filed2026-05-18

SCHW

SCHWAB CHARLES CORP COM

-0.10%

Shares68.1K

Event2026-03-31

Filed2026-05-18

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

43.74%

Shares122.5K

Event2026-03-31

Filed2026-05-18

SHYG

ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

6.42%

Shares150.1K

Event2026-03-31

Filed2026-05-18

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

69.99%

Shares84.2K

Event2026-03-31

Filed2026-05-18

CRWD

CROWDSTRIKE HLDGS INC CL A

7.15%

Shares16.2K

Event2026-03-31

Filed2026-05-18

SDY

STATE STREET SPDR S&P DIVIDEND ETF

-2.10%

Shares42.9K

Event2026-03-31

Filed2026-05-18

DEERE & CO COM

2.12%

Shares11.0K

Event2026-03-31

Filed2026-05-18

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

481.33%

Shares104.4K

Event2026-03-31

Filed2026-05-18

TMO

THERMO FISHER SCIENTIFIC INC COM

46.39%

Shares12.2K

Event2026-03-31

Filed2026-05-18

GSK PLC SPONSORED ADR

0.60%

Shares108.0K

Event2026-03-31

Filed2026-05-18

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

489.19%

Shares60.1K

Event2026-03-31

Filed2026-05-18

IUSV

ISHARES CORE S&P US VALUE ETF

13.52%

Shares57.4K

Event2026-03-31

Filed2026-05-18

SLV

ISHARES SILVER TRUST

-42.68%

Shares85.4K

Event2026-03-31

Filed2026-05-18

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

125.22%

Shares60.9K

Event2026-03-31

Filed2026-05-18

PEP

PEPSICO INC COM

15.29%

Shares37.0K

Event2026-03-31

Filed2026-05-18

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

New

Shares55.4K

Event2026-03-31

Filed2026-05-18

FTXO

FIRST TRUST NASDAQ BANK ETF

New

Shares157.7K

Event2026-03-31

Filed2026-05-18

ARISTA NETWORKS INC COM SHS

0.63%

Shares46.4K

Event2026-03-31

Filed2026-05-18

LOW

LOWES COS INC COM

4.39%

Shares23.9K

Event2026-03-31

Filed2026-05-18

ARKK

ARK INNOVATION ETF

11.45%

Shares83.1K

Event2026-03-31

Filed2026-05-18

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

2.21%

Shares60.1K

Event2026-03-31

Filed2026-05-18

NVS

NOVARTIS AG SPONSORED ADR

3.89%

Shares36.2K

Event2026-03-31

Filed2026-05-18

OBDC

BLUE OWL CAPITAL CORPORATION COM

4.19%

Shares496.6K

Event2026-03-31

Filed2026-05-18

BKNG

BOOKING HOLDINGS INC COM

-3.49%

Shares1.3K

Event2026-03-31

Filed2026-05-18

VANGUARD TOTAL WORLD STOCK ETF

17.52%

Shares39.3K

Event2026-03-31

Filed2026-05-18

CENCORA INC COM

-3.51%

Shares17.2K

Event2026-03-31

Filed2026-05-18

ITW

ILLINOIS TOOL WKS INC COM

-52.30%

Shares20.6K

Event2026-03-31

Filed2026-05-18

USO

UNITED STATES OIL FUND LP

New

Shares41.9K

Event2026-03-31

Filed2026-05-18

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

-12.09%

Shares57.3K

Event2026-03-31

Filed2026-05-18

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

3.17%

Shares36.1K

Event2026-03-31

Filed2026-05-18

ROST

ROSS STORES INC COM

-2.46%

Shares23.7K

Event2026-03-31

Filed2026-05-18

AEP

AMERICAN ELEC PWR CO INC COM

-2.31%

Shares39.1K

Event2026-03-31

Filed2026-05-18

GENERAL DYNAMICS CORP COM

-5.10%

Shares14.9K

Event2026-03-31

Filed2026-05-18

STATE STREET HEALTH CARE SELECT SECTOR SPDR PREMIUM INCOME ETF

10.40%

Shares202.9K

Event2026-03-31

Filed2026-05-18

JAVA

JPMORGAN ACTIVE VALUE ETF

14.88%

Shares70.4K

Event2026-03-31

Filed2026-05-18

PGR

PROGRESSIVE CORP COM

7.33%

Shares25.1K

Event2026-03-31

Filed2026-05-18

DIS

DISNEY WALT CO COM

11.53%

Shares51.5K

Event2026-03-31

Filed2026-05-18

VANGUARD SMALL-CAP ETF

5.90%

Shares18.9K

Event2026-03-31

Filed2026-05-18

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

2.67%

Shares30.2K

Event2026-03-31

Filed2026-05-18

LHX

L3HARRIS TECHNOLOGIES INC COM

12.72%

Shares14.1K

Event2026-03-31

Filed2026-05-18

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

-25.96%

Shares38.7K

Event2026-03-31

Filed2026-05-18

MCK

MCKESSON CORP COM

-9.97%

Shares5.6K

Event2026-03-31

Filed2026-05-18

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

10.57%

Shares6.8K

Event2026-03-31

Filed2026-05-18

FDL

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

4.47%

Shares93.6K

Event2026-03-31

Filed2026-05-18

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

299.26%

Shares97.7K

Event2026-03-31

Filed2026-05-18

MARVELL TECHNOLOGY INC COM

67.96%

Shares47.7K

Event2026-03-31

Filed2026-05-18

IBIT

ISHARES BITCOIN TRUST ETF

0.80%

Shares122.8K

Event2026-03-31

Filed2026-05-18

MNST

MONSTER BEVERAGE CORP NEW COM

-7.45%

Shares64.8K

Event2026-03-31

Filed2026-05-18

WAB

WABTEC COM

1.15%

Shares18.7K

Event2026-03-31

Filed2026-05-18

ABT

ABBOTT LABORATORIES COM

-6.75%

Shares45.5K

Event2026-03-31

Filed2026-05-18

ABRDN PHYSICAL GOLD SHARES ETF

-0.32%

Shares104.1K

Event2026-03-31

Filed2026-05-18

HLT

HILTON WORLDWIDE HLDGS INC COM

2.20%

Shares15.2K

Event2026-03-31

Filed2026-05-18

URI

UNITED RENTALS INC COM

-1.79%

Shares6.3K

Event2026-03-31

Filed2026-05-18

NOW

SERVICENOW INC COM

16.95%

Shares43.4K

Event2026-03-31

Filed2026-05-18

WASTE MGMT INC DEL COM

-4.56%

Shares19.6K

Event2026-03-31

Filed2026-05-18

UPS

UNITED PARCEL SVCS INC CL B

49.50%

Shares45.8K

Event2026-03-31

Filed2026-05-18

ILTB

ISHARES CORE 10 YEAR USD BOND ETF

27.32%

Shares91.7K

Event2026-03-31

Filed2026-05-18

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

268.31%

Shares92.7K

Event2026-03-31

Filed2026-05-18

FYLD

CAMBRIA FOREIGN SHAREHOLDER YIELD ETF

4.02%

Shares119.5K

Event2026-03-31

Filed2026-05-18

PARKER-HANNIFIN CORP COM

17.97%

Shares5.0K

Event2026-03-31

Filed2026-05-18

MORGAN STANLEY COM NEW

0.65%

Shares26.9K

Event2026-03-31

Filed2026-05-18

APP

APPLOVIN CORP COM CL A

674.70%

Shares11.1K

Event2026-03-31

Filed2026-05-18

WFC

WELLS FARGO & CO COM

6.46%

Shares54.9K

Event2026-03-31

Filed2026-05-18

IWN

ISHARES RUSSELL 2000 VALUE ETF

-1.31%

Shares23.1K

Event2026-03-31

Filed2026-05-18

HDV

ISHARES CORE HIGH DIVIDEND ETF

0.23%

Shares32.0K

Event2026-03-31

Filed2026-05-18

LUMN

LUMEN TECHNOLOGIES INC COM

18.53%

Shares619.2K

Event2026-03-31

Filed2026-05-18

USB

US BANCORP COM NEW

-3.11%

Shares82.0K

Event2026-03-31

Filed2026-05-18

ADBE

ADOBE INC COM

-15.87%

Shares17.5K

Event2026-03-31

Filed2026-05-18

XOP

STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF

-4.14%

Shares23.4K

Event2026-03-31

Filed2026-05-18

ASTRAZENECA PLC ORD

New

Shares21.5K

Event2026-03-31

Filed2026-05-18

NKE

NIKE INC CL B

35.16%

Shares79.4K

Event2026-03-31

Filed2026-05-18

VDE

VANGUARD ENERGY ETF

2.36%

Shares24.2K

Event2026-03-31

Filed2026-05-18

AMRX

AMNEAL PHARMACEUTICALS INC COM STK CL A

New

Shares335.1K

Event2026-03-31

Filed2026-05-18

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

New

Shares162.1K

Event2026-03-31

Filed2026-05-18

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

2.73%

Shares89.5K

Event2026-03-31

Filed2026-05-18

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

-0.92%

Shares19.8K

Event2026-03-31

Filed2026-05-18

ACWX

ISHARES MSCI ACWI EX U.S. ETF

1.56%

Shares59.8K

Event2026-03-31

Filed2026-05-18

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

439.27%

Shares51.7K

Event2026-03-31

Filed2026-05-18

TFC

TRUIST FINL CORP COM

-1.34%

Shares88.7K

Event2026-03-31

Filed2026-05-18

COWG

PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF

-0.98%

Shares120.8K

Event2026-03-31

Filed2026-05-18

MMM

3M CO COM

-3.56%

Shares27.9K

Event2026-03-31

Filed2026-05-18

QSR

RESTAURANT BRANDS INTL INC COM

1.85%

Shares54.7K

Event2026-03-31

Filed2026-05-18

JHMM

JOHN HANCOCK MULTIFACTOR MID CAP ETF

16.31%

Shares59.9K

Event2026-03-31

Filed2026-05-18

EMLP

FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND

59.99%

Shares91.8K

Event2026-03-31

Filed2026-05-18

TMUS

T-MOBILE US INC COM

-17.85%

Shares18.9K

Event2026-03-31

Filed2026-05-18

LDOS

LEIDOS HOLDINGS INC COM

0.84%

Shares25.4K

Event2026-03-31

Filed2026-05-18

FDEC

FT VEST US EQUITY BUFFER ETF - DECEMBER

2.88%

Shares79.4K

Event2026-03-31

Filed2026-05-18

SPGI

S&P GLOBAL INC COM

-0.73%

Shares9.3K

Event2026-03-31

Filed2026-05-18

JAAA

JANUS HENDERSON AAA CLO ETF

58.08%

Shares78.2K

Event2026-03-31

Filed2026-05-18

BUFT

FT VEST BUFFERED ALLOCATION DEFENSIVE ETF

100.05%

Shares158.4K

Event2026-03-31

Filed2026-05-18

OXY

OCCIDENTAL PETE CORP COM

46.73%

Shares60.4K

Event2026-03-31

Filed2026-05-18

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-25.99%

Shares10.0K

Event2026-03-31

Filed2026-05-18

TXN

TEXAS INSTRS INC COM

-1.15%

Shares20.0K

Event2026-03-31

Filed2026-05-18

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

New

Shares114.0K

Event2026-03-31

Filed2026-05-18

MGV

VANGUARD MEGA CAP VALUE ETF

321.39%

Shares26.5K

Event2026-03-31

Filed2026-05-18

ADI

ANALOG DEVICES INC COM

-0.24%

Shares12.0K

Event2026-03-31

Filed2026-05-18

MUB

ISHARES NATIONAL MUNI BOND ETF

23.86%

Shares35.9K

Event2026-03-31

Filed2026-05-18

IYW

ISHARES U.S. TECHNOLOGY ETF

-21.22%

Shares21.0K

Event2026-03-31

Filed2026-05-18

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

3.60%

Shares39.9K

Event2026-03-31

Filed2026-05-18

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

14.92%

Shares29.8K

Event2026-03-31

Filed2026-05-18

SHEL

SHELL PLC SPON ADS

-6.25%

Shares39.9K

Event2026-03-31

Filed2026-05-18

FSTA

FIDELITY MSCI CONSUMER STAPLES INDEX ETF

4.88%

Shares70.8K

Event2026-03-31

Filed2026-05-18

AZO

AUTOZONE INC COM

1.86%

Shares1.1K

Event2026-03-31

Filed2026-05-18

SPMO

INVESCO S&P 500 MOMENTUM ETF

43.72%

Shares32.8K

Event2026-03-31

Filed2026-05-18

HACK

AMPLIFY CYBERSECURITY ETF

26.53%

Shares48.7K

Event2026-03-31

Filed2026-05-18

RIG

TRANSOCEAN LTD REGISTERED SHS

-15.79%

Shares549.1K

Event2026-03-31

Filed2026-05-18

GLW

CORNING INC COM

2.13%

Shares26.7K

Event2026-03-31

Filed2026-05-18

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

71.71%

Shares107.0K

Event2026-03-31

Filed2026-05-18

VENTURE GLOBAL INC COM CL A

28.69%

Shares229.8K

Event2026-03-31

Filed2026-05-18

BSV

VANGUARD SHORT-TERM BOND ETF

0.86%

Shares46.0K

Event2026-03-31

Filed2026-05-18

VRT

VERTIV HOLDINGS CO COM CL A

-8.77%

Shares14.3K

Event2026-03-31

Filed2026-05-18

PLD

PROLOGIS INC. COM

-4.39%

Shares26.9K

Event2026-03-31

Filed2026-05-18

CSX

CSX CORP COM

-2.17%

Shares86.7K

Event2026-03-31

Filed2026-05-18

HRTG

HERITAGE INSURANCE HLDGS INC COM

-1.83%

Shares134.8K

Event2026-03-31

Filed2026-05-18

OEF

ISHARES S&P 100 ETF

57.81%

Shares11.1K

Event2026-03-31

Filed2026-05-18

PNC

PNC FINL SVCS GROUP INC COM

0.36%

Shares16.9K

Event2026-03-31

Filed2026-05-18

KRE

STATE STREET SPDR S&P REGIONAL BANKING ETF

7.15%

Shares54.1K

Event2026-03-31

Filed2026-05-18

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

-3.17%

Shares27.3K

Event2026-03-31

Filed2026-05-18

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

2.96%

Shares31.7K

Event2026-03-31

Filed2026-05-18

REGN

REGENERON PHARMACEUTICALS COM

36.42%

Shares4.4K

Event2026-03-31

Filed2026-05-18

GENERAL MTRS CO COM

6.56%

Shares45.9K

Event2026-03-31

Filed2026-05-18

WELL

WELLTOWER INC COM

-32.19%

Shares17.2K

Event2026-03-31

Filed2026-05-18

HAL

HALLIBURTON CO COM

102.19%

Shares87.2K

Event2026-03-31

Filed2026-05-18

UBSI

UNITED BANKSHARES INC WEST VA COM

10.79%

Shares81.5K

Event2026-03-31

Filed2026-05-18

DNOW

DNOW INC COM

6.17%

Shares282.8K

Event2026-03-31

Filed2026-05-18

THE CIGNA GROUP COM

10.70%

Shares12.6K

Event2026-03-31

Filed2026-05-18

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

28.15%

Shares110.8K

Event2026-03-31

Filed2026-05-18

APA CORPORATION COM

3.54%

Shares79.0K

Event2026-03-31

Filed2026-05-18

EPD

ENTERPRISE PRODS PARTNERS L P COM

5.88%

Shares87.8K

Event2026-03-31

Filed2026-05-18

ICLR

ICON PLC SHS

87.64%

Shares29.8K

Event2026-03-31

Filed2026-05-18

PJT

PJT PARTNERS INC COM CL A

11.76%

Shares23.5K

Event2026-03-31

Filed2026-05-18

BP PLC SPONSORED ADR

15.22%

Shares70.0K

Event2026-03-31

Filed2026-05-18

IWR

ISHARES RUSSELL MIDCAP ETF

31.68%

Shares33.7K

Event2026-03-31

Filed2026-05-18

BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

2.81%

Shares137.3K

Event2026-03-31

Filed2026-05-18

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-7.18%

Shares39.3K

Event2026-03-31

Filed2026-05-18

XMMO

INVESCO S&P MIDCAP MOMENTUM ETF

-38.25%

Shares22.3K

Event2026-03-31

Filed2026-05-18

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

55.97%

Shares36.8K

Event2026-03-31

Filed2026-05-18

SMH

VANECK SEMICONDUCTOR ETF

-2.94%

Shares8.4K

Event2026-03-31

Filed2026-05-18

CGDG

CAPITAL GROUP DIVIDEND GROWERS ETF

New

Shares89.9K

Event2026-03-31

Filed2026-05-18

IOT

SAMSARA INC COM CL A

51.84%

Shares101.3K

Event2026-03-31

Filed2026-05-18

KTOS

KRATOS DEFENSE & SEC SOLUTIONS COM NEW

1.34%

Shares45.4K

Event2026-03-31

Filed2026-05-18

KLAC

KLA CORP COM NEW

-16.65%

Shares2.2K

Event2026-03-31

Filed2026-05-18

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

-8.78%

Shares5.1K

Event2026-03-31

Filed2026-05-18

CAH

CARDINAL HEALTH INC COM

0.82%

Shares15.0K

Event2026-03-31

Filed2026-05-18

TGT

TARGET CORP COM

-11.85%

Shares26.1K

Event2026-03-31

Filed2026-05-18

NVO

NOVO-NORDISK A S ADR

8.12%

Shares86.0K

Event2026-03-31

Filed2026-05-18

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

31.93%

Shares62.4K

Event2026-03-31

Filed2026-05-18

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

-1.48%

Shares38.5K

Event2026-03-31

Filed2026-05-18

INTC

INTEL CORP COM

-9.71%

Shares70.6K

Event2026-03-31

Filed2026-05-18

FTSM

FIRST TRUST ENHANCED SHORT MATURITY ETF

23.63%

Shares51.9K

Event2026-03-31

Filed2026-05-18

GBCI

GLACIER BANCORP INC NEW COM

-51.35%

Shares69.2K

Event2026-03-31

Filed2026-05-18

RDVI

FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF

12.19%

Shares120.9K

Event2026-03-31

Filed2026-05-18

EEM

ISHARES MSCI EMERGING MARKETS ETF

7.79%

Shares54.4K

Event2026-03-31

Filed2026-05-18

UDIV

FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF

3.52%

Shares59.5K

Event2026-03-31

Filed2026-05-18

ASML

ASML HLDG NV N Y REGISTRY SHS

2.65%

Shares2.3K

Event2026-03-31

Filed2026-05-18

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

48.57%

Shares12.7K

Event2026-03-31

Filed2026-05-18

XYZ

BLOCK INC CL A

-9.46%

Shares50.5K

Event2026-03-31

Filed2026-05-18

JBND

JPMORGAN ACTIVE BOND ETF

New

Shares56.4K

Event2026-03-31

Filed2026-05-18

EATON CORP PLC SHS

4.45%

Shares8.4K

Event2026-03-31

Filed2026-05-18

COF

CAPITAL ONE FINL CORP COM

-30.74%

Shares16.4K

Event2026-03-31

Filed2026-05-18

ARCC

ARES CAPITAL CORP COM

26.22%

Shares165.2K

Event2026-03-31

Filed2026-05-18

IWO

ISHARES RUSSELL 2000 GROWTH ETF

1.77%

Shares9.5K

Event2026-03-31

Filed2026-05-18

ENERGY TRANSFER L P COM UT LTD PTN

19.51%

Shares153.7K

Event2026-03-31

Filed2026-05-18

GEN DIGITAL INC COM

15.07%

Shares157.5K

Event2026-03-31

Filed2026-05-18

ICE

INTERCONTINENTAL EXCHANGE INC COM

2.04%

Shares18.8K

Event2026-03-31

Filed2026-05-18

ODFL

OLD DOMINION FREIGHT LINE INC COM

-2.51%

Shares15.1K

Event2026-03-31

Filed2026-05-18

INVESCO S&P 500 LOW VOLATILITY ETF

-1.39%

Shares40.3K

Event2026-03-31

Filed2026-05-18

FLOT

ISHARES FLOATING RATE BOND ETF

3.35%

Shares57.7K

Event2026-03-31

Filed2026-05-18

FORD MTR CO COM

-1.03%

Shares254.3K

Event2026-03-31

Filed2026-05-18

BSX

BOSTON SCIENTIFIC CORP COM

4.13%

Shares46.6K

Event2026-03-31

Filed2026-05-18

IBKR

INTERACTIVE BROKERS GROUP INC COM CL A

-5.10%

Shares43.4K

Event2026-03-31

Filed2026-05-18

CVS

CVS HEALTH CORP COM

-1.17%

Shares40.5K

Event2026-03-31

Filed2026-05-18

MBB

ISHARES MBS ETF

-3.34%

Shares30.6K

Event2026-03-31

Filed2026-05-18

NUKZ

RANGE NUCLEAR RENAISSANCE INDEX ETF

New

Shares44.0K

Event2026-03-31

Filed2026-05-18

VDC

VANGUARD CONSUMER STAPLES ETF

0.36%

Shares12.9K

Event2026-03-31

Filed2026-05-18

QGRW

WISDOMTREE U.S. QUALITY GROWTH FUND

498.34%

Shares54.1K

Event2026-03-31

Filed2026-05-18

REALTY INCOME CORP COM

3.80%

Shares47.2K

Event2026-03-31

Filed2026-05-18

BIZD

VANECK BDC INCOME ETF

-6.68%

Shares223.9K

Event2026-03-31

Filed2026-05-18

IIM

INVESCO VALUE MUN INCOME TR COM

New

Shares234.3K

Event2026-03-31

Filed2026-05-18

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

331.62%

Shares73.0K

Event2026-03-31

Filed2026-05-18

OKE

ONEOK INC NEW COM

38.69%

Shares31.2K

Event2026-03-31

Filed2026-05-18

PECO

PHILLIPS EDISON & CO INC COMMON STOCK

6.35%

Shares74.2K

Event2026-03-31

Filed2026-05-18

EQAL

INVESCO RUSSELL 1000 EQUAL WEIGHT ETF

-0.93%

Shares50.4K

Event2026-03-31

Filed2026-05-18

VLO

VALERO ENERGY CORP COM

-10.18%

Shares11.2K

Event2026-03-31

Filed2026-05-18

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

-1.11%

Shares47.4K

Event2026-03-31

Filed2026-05-18

IWB

ISHARES RUSSELL 1000 ETF

21.28%

Shares7.7K

Event2026-03-31

Filed2026-05-18

MPC

MARATHON PETE CORP COM

3.34%

Shares11.2K

Event2026-03-31

Filed2026-05-18

CONCOURSE CAPITAL FOCUSED EQUITY ETF

-2.81%

Shares106.1K

Event2026-03-31

Filed2026-05-18

EVSM

EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF

-1.41%

Shares54.2K

Event2026-03-31

Filed2026-05-18

JCI

JOHNSON CTLS INTL PLC SHS

2.37%

Shares20.7K

Event2026-03-31

Filed2026-05-18

FCX

FREEPORT MCMORAN INC CL B

1.27%

Shares46.0K

Event2026-03-31

Filed2026-05-18

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

3.71%

Shares24.3K

Event2026-03-31

Filed2026-05-18

CGGR

CAPITAL GROUP GROWTH ETF

108.50%

Shares66.5K

Event2026-03-31

Filed2026-05-18

VOE

VANGUARD MID-CAP VALUE ETF

8.95%

Shares14.5K

Event2026-03-31

Filed2026-05-18

DKS

DICKS SPORTING GOODS INC COM

1.57%

Shares13.4K

Event2026-03-31

Filed2026-05-18

NOC

NORTHROP GRUMMAN CORP COM

-2.79%

Shares3.9K

Event2026-03-31

Filed2026-05-18

KMB

KIMBERLY-CLARK CORP COM

9.78%

Shares27.3K

Event2026-03-31

Filed2026-05-18

EFG

ISHARES MSCI EAFE GROWTH ETF

72.79%

Shares23.6K

Event2026-03-31

Filed2026-05-18

FIDU

FIDELITY MSCI INDUSTRIAL INDEX ETF

-2.44%

Shares30.2K

Event2026-03-31

Filed2026-05-18

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

105.96%

Shares49.7K

Event2026-03-31

Filed2026-05-18

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

-71.83%

Shares56.3K

Event2026-03-31

Filed2026-05-18

DFSD

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF

New

Shares54.0K

Event2026-03-31

Filed2026-05-18

VLUE

ISHARES MSCI USA VALUE FACTOR ETF

151.48%

Shares18.1K

Event2026-03-31

Filed2026-05-18

CEG

CONSTELLATION ENERGY CORP COM

-23.78%

Shares9.1K

Event2026-03-31

Filed2026-05-18

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

2.94%

Shares82.8K

Event2026-03-31

Filed2026-05-18

SBUX

STARBUCKS CORP COM

5.39%

Shares28.1K

Event2026-03-31

Filed2026-05-18

CGGO

CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

2.55%

Shares75.2K

Event2026-03-31

Filed2026-05-18

SPGP

INVESCO S&P 500 GARP ETF

-22.29%

Shares23.1K

Event2026-03-31

Filed2026-05-18

GIS

GENERAL MILLS INC COM

1.98%

Shares66.7K

Event2026-03-31

Filed2026-05-18

TROW

PRICE T ROWE GROUP INC COM

-0.32%

Shares27.4K

Event2026-03-31

Filed2026-05-18

UYLD

ANGEL OAK ULTRASHORT INCOME ETF

366.78%

Shares48.1K

Event2026-03-31

Filed2026-05-18

CHUBB LTD SWITZ COM

-0.37%

Shares7.5K

Event2026-03-31

Filed2026-05-18

FTNT

FORTINET INC COM

-14.54%

Shares29.9K

Event2026-03-31

Filed2026-05-18

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

19.02%

Shares43.1K

Event2026-03-31

Filed2026-05-18

PPLT

ABRDN PHYSICAL PLATINUM SHARES ETF

-55.35%

Shares13.7K

Event2026-03-31

Filed2026-05-18

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

60.63%

Shares65.2K

Event2026-03-31

Filed2026-05-18

VOT

VANGUARD MID-CAP GROWTH ETF

32.98%

Shares9.4K

Event2026-03-31

Filed2026-05-18

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

New

Shares57.3K

Event2026-03-31

Filed2026-05-18

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

New

Shares53.5K

Event2026-03-31

Filed2026-05-18

TIP

ISHARES TIPS BOND ETF

16.49%

Shares21.7K

Event2026-03-31

Filed2026-05-18

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

13.90%

Shares48.0K

Event2026-03-31

Filed2026-05-18

BAMG

BROOKSTONE GROWTH STOCK ETF

-1.75%

Shares65.2K

Event2026-03-31

Filed2026-05-18

PEG

PUBLIC SVC ENTERPRISE GROUP COM

0.39%

Shares29.4K

Event2026-03-31

Filed2026-05-18

HSBC

HSBC HLDGS PLC SPON ADR NEW

-11.99%

Shares28.6K

Event2026-03-31

Filed2026-05-18

FDX

FEDEX CORP COM

-7.78%

Shares6.6K

Event2026-03-31

Filed2026-05-18

AHR

AMERICAN HEALTHCARE REIT INC COM SHS

17.59%

Shares49.7K

Event2026-03-31

Filed2026-05-18

PAGP

PLAINS GP HLDGS L P LTD PARTNR INT A

3.66%

Shares96.0K

Event2026-03-31

Filed2026-05-18

EZU

ISHARES MSCI EUROZONE ETF

324.98%

Shares37.1K

Event2026-03-31

Filed2026-05-18

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

197.47%

Shares50.4K

Event2026-03-31

Filed2026-05-18

ACCENTURE PLC IRELAND SHS CLASS A

-1.91%

Shares11.6K

Event2026-03-31

Filed2026-05-18

TSCO

TRACTOR SUPPLY CO COM

-2.59%

Shares50.8K

Event2026-03-31

Filed2026-05-18

WPC

WP CAREY INC COM

-10.94%

Shares33.8K

Event2026-03-31

Filed2026-05-18

CION

CION INVT CORP COM

-2.32%

Shares335.4K

Event2026-03-31

Filed2026-05-18

FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

-11.44%

Shares38.0K

Event2026-03-31

Filed2026-05-18

DVY

ISHARES SELECT DIVIDEND ETF

-1.58%

Shares15.1K

Event2026-03-31

Filed2026-05-18

DTH

WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND

New

Shares42.1K

Event2026-03-31

Filed2026-05-18

EFAV

ISHARES MSCI EAFE MIN VOL FACTOR ETF

-4.33%

Shares24.9K

Event2026-03-31

Filed2026-05-18

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

162.06%

Shares47.3K

Event2026-03-31

Filed2026-05-18

ONEQ

FIDELITY NASDAQ COMPOSITE INDEX ETF

144.52%

Shares26.8K

Event2026-03-31

Filed2026-05-18

CRWV

COREWEAVE INC COM CL A

22.52%

Shares29.3K

Event2026-03-31

Filed2026-05-18

ILCG

ISHARES MORNINGSTAR GROWTH ETF

0.40%

Shares23.7K

Event2026-03-31

Filed2026-05-18

JAZZ

JAZZ PHARMACEUTICALS PLC SHS USD

-11.65%

Shares12.0K

Event2026-03-31

Filed2026-05-18

OTEX

OPEN TEXT CORP COM

19.03%

Shares101.3K

Event2026-03-31

Filed2026-05-18

ZILLOW GROUP INC CL C CAP STK

47.30%

Shares54.2K

Event2026-03-31

Filed2026-05-18

KDP

KEURIG DR PEPPER INC COM

15.50%

Shares85.0K

Event2026-03-31

Filed2026-05-18

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

151.83%

Shares24.1K

Event2026-03-31

Filed2026-05-18

SYK

STRYKER CORPORATION COM

5.12%

Shares6.8K

Event2026-03-31

Filed2026-05-18

HYS

PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND

101.41%

Shares23.8K

Event2026-03-31

Filed2026-05-18

STANLEY BLACK & DECKER INC COM

27.30%

Shares31.1K

Event2026-03-31

Filed2026-05-18

RIO

RIO TINTO PLC SPONSORED ADR

-1.96%

Shares23.6K

Event2026-03-31

Filed2026-05-18

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

New

Shares41.6K

Event2026-03-31

Filed2026-05-18

FSK

FS KKR CAP CORP COM

0.33%

Shares215.4K

Event2026-03-31

Filed2026-05-18

DHR

DANAHER CORP DEL COM

-0.28%

Shares11.6K

Event2026-03-31

Filed2026-05-18

ORI

OLD REP INTL CORP COM

43.16%

Shares54.8K

Event2026-03-31

Filed2026-05-18

ETR

ENTERGY CORP NEW COM

2.30%

Shares19.4K

Event2026-03-31

Filed2026-05-18

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

115.02%

Shares23.6K

Event2026-03-31

Filed2026-05-18

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

17.28%

Shares24.9K

Event2026-03-31

Filed2026-05-18

QQEW

FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF

-5.67%

Shares16.9K

Event2026-03-31

Filed2026-05-18

DOMINION ENERGY INC COM

-0.98%

Shares34.7K

Event2026-03-31

Filed2026-05-18

EXR

EXTRA SPACE STORAGE INC COM

6.69%

Shares16.3K

Event2026-03-31

Filed2026-05-18

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

6.87%

Shares14.6K

Event2026-03-31

Filed2026-05-18

GPC

GENUINE PARTS CO COM

-5.37%

Shares20.1K

Event2026-03-31

Filed2026-05-18

MUNI

PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

-10.98%

Shares40.6K

Event2026-03-31

Filed2026-05-18

LVHI

FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

73.98%

Shares52.2K

Event2026-03-31

Filed2026-05-18

ESGU

ISHARES ESG AWARE MSCI USA ETF

11.24%

Shares15.0K

Event2026-03-31

Filed2026-05-18

VTEB

VANGUARD TAX-EXEMPT BOND ETF

89.15%

Shares42.0K

Event2026-03-31

Filed2026-05-18

CROWN CASTLE INC COM

6.91%

Shares25.6K

Event2026-03-31

Filed2026-05-18

TRANE TECHNOLOGIES PLC SHS

-5.28%

Shares5.0K

Event2026-03-31

Filed2026-05-18

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF

55.83%

Shares21.7K

Event2026-03-31

Filed2026-05-18

ZWS

ZURN ELKAY WATER SOLNS CORP COM

New

Shares46.3K

Event2026-03-31

Filed2026-05-18

KFY

KORN FERRY COM NEW

-9.66%

Shares32.9K

Event2026-03-31

Filed2026-05-18

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

76.67%

Shares40.7K

Event2026-03-31

Filed2026-05-18

MLM

MARTIN MARIETTA MATLS INC COM

1.13%

Shares3.5K

Event2026-03-31

Filed2026-05-18

TOTALENERGIES SE ACT

-2.39%

Shares22.6K

Event2026-03-31

Filed2026-05-18

QTEC

FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND

-11.84%

Shares9.5K

Event2026-03-31

Filed2026-05-18

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

11.97%

Shares24.5K

Event2026-03-31

Filed2026-05-18

ALB

ALBEMARLE CORP COM

-39.06%

Shares11.2K

Event2026-03-31

Filed2026-05-18

Call Option Holdings

SPY Call CallSTATE STREET SPDR S&P 500 ETF2.5K shares-10.71%2026-03-312026-05-18

PLTR Call CallPALANTIR TECHNOLOGIES INC CL A9.0K shares0.00%2026-03-312026-05-18

IOT Call CallSAMSARA INC COM CL A36.8K shares1944.44%2026-03-312026-05-18

ACCENTURE PLC IRELAND SHS CLASS A Call CallACCENTURE PLC IRELAND SHS CLASS A5.7K shares5.56%2026-03-312026-05-18

REGN Call CallREGENERON PHARMACEUTICALS COM1.3K shares225.00%2026-03-312026-05-18

CITIGROUP INC COM NEW Call CallCITIGROUP INC COM NEW5.5K shares-60.14%2026-03-312026-05-18

CAT Call CallCATERPILLAR INC COM800 shares0.00%2026-03-312026-05-18

CRM Call CallSALESFORCE INC COM3.0K shares2900.00%2026-03-312026-05-18

BA Call CallBOEING CO COM2.5K shares0.00%2026-03-312026-05-18

DIS Call CallDISNEY WALT CO COM4.0K shares0.00%2026-03-312026-05-18

INVESCO QQQ TRUST SERIES I Call CallINVESCO QQQ TRUST SERIES I600 shares-40.00%2026-03-312026-05-18

ORCL Call CallORACLE CORP COM2.1K sharesnew addition2026-03-312026-05-18

KRE Call CallSTATE STREET SPDR S&P REGIONAL BANKING ETF4.7K shares0.00%2026-03-312026-05-18

BAC Call CallBANK OF AMER CORP COM5.5K shares-48.11%2026-03-312026-05-18

AMZN Call CallAMAZON COM INC COM1.1K shares-15.38%2026-03-312026-05-18

HON Call CallHONEYWELL INTL INC COM1.0K shares-37.50%2026-03-312026-05-18

PYPL Call CallPAYPAL HLDGS INC COM4.4K shares2.33%2026-03-312026-05-18

HUM Call CallHUMANA INC COM1.1K shares57.14%2026-03-312026-05-18

UNH Call CallUNITEDHEALTH GROUP INC COM700 sharesnew addition2026-03-312026-05-18

UBER Call CallUBER TECHNOLOGIES INC COM2.6K shares0.00%2026-03-312026-05-18

SLB Call CallSLB LIMITED COM STK3.6K shares-16.28%2026-03-312026-05-18

AVAV Call CallAEROVIRONMENT INC COM1.0K shares-9.09%2026-03-312026-05-18

FLR Call CallFLUOR CORP COM3.9K shares0.00%2026-03-312026-05-18

A Call CallAGILENT TECHNOLOGIES INC COM1.5K shares0.00%2026-03-312026-05-18

TTD Call CallTHE TRADE DESK INC COM CL A6.1K shares19.61%2026-03-312026-05-18

DELL Call CallDELL TECHNOLOGIES INC CL C600 shares0.00%2026-03-312026-05-18

BJ Call CallBJS WHSL CLUB HLDGS INC COM1.0K shares0.00%2026-03-312026-05-18

MERCK & CO INC COM Call CallMERCK & CO INC COM800 shares0.00%2026-03-312026-05-18

ABT Call CallABBOTT LABORATORIES COM800 sharesnew addition2026-03-312026-05-18

SYM Call CallSYMBOTIC INC CLASS A COM1.4K shares-6.67%2026-03-312026-05-18

ADBE Call CallADOBE INC COM300 sharesnew addition2026-03-312026-05-18

BAX Call CallBAXTER INTL INC COM4.2K shares-22.22%2026-03-312026-05-18

MSTR Call CallSTRATEGY INC CL A NEW500 shares-54.55%2026-03-312026-05-18

ALPHABET INC CAP STK CL C Call CallALPHABET INC CAP STK CL C200 shares0.00%2026-03-312026-05-18

CPNG Call CallCOUPANG INC CL A2.8K shares115.38%2026-03-312026-05-18

COIN Call CallCOINBASE GLOBAL INC COM CL A300 sharesnew addition2026-03-312026-05-18

DOCU Call CallDOCUSIGN INC COM1.0K shares0.00%2026-03-312026-05-18

ET Call CallENERGY TRANSFER L P COM UT LTD PTN2.3K sharesnew addition2026-03-312026-05-18

TLT Call CallISHARES 20 YEAR TREASURY BOND ETF500 shares0.00%2026-03-312026-05-18

AMD Call CallADVANCED MICRO DEVICES INC COM200 shares0.00%2026-03-312026-05-18

F Call CallFORD MTR CO COM3.5K shares0.00%2026-03-312026-05-18

PLUG Call CallPLUG PWR INC COM NEW17.5K shares0.00%2026-03-312026-05-18

NFLX Call CallNETFLIX INC. COM300 shares-70.00%2026-03-312026-05-18

CSCO Call CallCISCO SYS INC COM300 shares0.00%2026-03-312026-05-18

CRWV Call CallCOREWEAVE INC COM CL A300 shares-25.00%2026-03-312026-05-18

IBIT Call CallISHARES BITCOIN TRUST ETF500 shares-50.00%2026-03-312026-05-18

INTC Call CallINTEL CORP COM400 shares0.00%2026-03-312026-05-18

HOOD Call CallROBINHOOD MKTS INC COM CL A200 shares-90.00%2026-03-312026-05-18

MARA Call CallMARA HOLDINGS INC COM1.5K shares-70.00%2026-03-312026-05-18

SHOP Call CallSHOPIFY INC CL A SUB VTG SHS100 sharesnew addition2026-03-312026-05-18

CRSP Call CallCRISPR THERAPEUTICS AG NAMEN AKT200 shares0.00%2026-03-312026-05-18

NVO Call CallNOVO-NORDISK A S ADR200 shares-96.00%2026-03-312026-05-18

PATH Call CallUIPATH INC CL A600 sharesnew addition2026-03-312026-05-18

BITMINE IMMERSION TECHS INC COM NEW Call CallBITMINE IMMERSION TECHS INC COM NEW300 sharesnew addition2026-03-312026-05-18

OKLO Call CallOKLO INC COM CL A100 shares-50.00%2026-03-312026-05-18

HIMS Call CallHIMS & HERS HEALTH INC COM CL A200 sharesnew addition2026-03-312026-05-18

SPY Call

STATE STREET SPDR S&P 500 ETF

-10.71%

Shares2.5K

Event2026-03-31

Filed2026-05-18

PLTR Call

PALANTIR TECHNOLOGIES INC CL A

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-18

IOT Call

SAMSARA INC COM CL A

1944.44%

Shares36.8K

Event2026-03-31

Filed2026-05-18

ACCENTURE PLC IRELAND SHS CLASS A Call

ACCENTURE PLC IRELAND SHS CLASS A

5.56%

Shares5.7K

Event2026-03-31

Filed2026-05-18

REGN Call

REGENERON PHARMACEUTICALS COM

225.00%

Shares1.3K

Event2026-03-31

Filed2026-05-18

CITIGROUP INC COM NEW Call

CITIGROUP INC COM NEW

-60.14%

Shares5.5K

Event2026-03-31

Filed2026-05-18

CAT Call

CATERPILLAR INC COM

0.00%

Shares800

Event2026-03-31

Filed2026-05-18

CRM Call

SALESFORCE INC COM

2900.00%

Shares3.0K

Event2026-03-31

Filed2026-05-18

BA Call

BOEING CO COM

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-18

DIS Call

DISNEY WALT CO COM

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-18

INVESCO QQQ TRUST SERIES I Call

INVESCO QQQ TRUST SERIES I

-40.00%

Shares600

Event2026-03-31

Filed2026-05-18

ORCL Call

ORACLE CORP COM

New

Shares2.1K

Event2026-03-31

Filed2026-05-18

KRE Call

STATE STREET SPDR S&P REGIONAL BANKING ETF

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-18

BAC Call

BANK OF AMER CORP COM

-48.11%

Shares5.5K

Event2026-03-31

Filed2026-05-18

AMZN Call

AMAZON COM INC COM

-15.38%

Shares1.1K

Event2026-03-31

Filed2026-05-18

HON Call

HONEYWELL INTL INC COM

-37.50%

Shares1.0K

Event2026-03-31

Filed2026-05-18

PYPL Call

PAYPAL HLDGS INC COM

2.33%

Shares4.4K

Event2026-03-31

Filed2026-05-18

HUM Call

HUMANA INC COM

57.14%

Shares1.1K

Event2026-03-31

Filed2026-05-18

UNH Call

UNITEDHEALTH GROUP INC COM

New

Shares700

Event2026-03-31

Filed2026-05-18

UBER Call

UBER TECHNOLOGIES INC COM

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-18

SLB Call

SLB LIMITED COM STK

-16.28%

Shares3.6K

Event2026-03-31

Filed2026-05-18

AVAV Call

AEROVIRONMENT INC COM

-9.09%

Shares1.0K

Event2026-03-31

Filed2026-05-18

FLR Call

FLUOR CORP COM

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-18

A Call

AGILENT TECHNOLOGIES INC COM

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-18

TTD Call

THE TRADE DESK INC COM CL A

19.61%

Shares6.1K

Event2026-03-31

Filed2026-05-18

DELL Call

DELL TECHNOLOGIES INC CL C

0.00%

Shares600

Event2026-03-31

Filed2026-05-18

BJ Call

BJS WHSL CLUB HLDGS INC COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-18

MERCK & CO INC COM Call

MERCK & CO INC COM

0.00%

Shares800

Event2026-03-31

Filed2026-05-18

ABT Call

ABBOTT LABORATORIES COM

New

Shares800

Event2026-03-31

Filed2026-05-18

SYM Call

SYMBOTIC INC CLASS A COM

-6.67%

Shares1.4K

Event2026-03-31

Filed2026-05-18

ADBE Call

ADOBE INC COM

New

Shares300

Event2026-03-31

Filed2026-05-18

BAX Call

BAXTER INTL INC COM

-22.22%

Shares4.2K

Event2026-03-31

Filed2026-05-18

MSTR Call

STRATEGY INC CL A NEW

-54.55%

Shares500

Event2026-03-31

Filed2026-05-18

ALPHABET INC CAP STK CL C Call

ALPHABET INC CAP STK CL C

0.00%

Shares200

Event2026-03-31

Filed2026-05-18

CPNG Call

COUPANG INC CL A

115.38%

Shares2.8K

Event2026-03-31

Filed2026-05-18

COIN Call

COINBASE GLOBAL INC COM CL A

New

Shares300

Event2026-03-31

Filed2026-05-18

DOCU Call

DOCUSIGN INC COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-18

ET Call

ENERGY TRANSFER L P COM UT LTD PTN

New

Shares2.3K

Event2026-03-31

Filed2026-05-18

TLT Call

ISHARES 20 YEAR TREASURY BOND ETF

0.00%

Shares500

Event2026-03-31

Filed2026-05-18

AMD Call

ADVANCED MICRO DEVICES INC COM

0.00%

Shares200

Event2026-03-31

Filed2026-05-18

F Call

FORD MTR CO COM

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-18

PLUG Call

PLUG PWR INC COM NEW

0.00%

Shares17.5K

Event2026-03-31

Filed2026-05-18

NFLX Call

NETFLIX INC. COM

-70.00%

Shares300

Event2026-03-31

Filed2026-05-18

CSCO Call

CISCO SYS INC COM

0.00%

Shares300

Event2026-03-31

Filed2026-05-18

CRWV Call

COREWEAVE INC COM CL A

-25.00%

Shares300

Event2026-03-31

Filed2026-05-18

IBIT Call

ISHARES BITCOIN TRUST ETF

-50.00%

Shares500

Event2026-03-31

Filed2026-05-18

INTC Call

INTEL CORP COM

0.00%

Shares400

Event2026-03-31

Filed2026-05-18

HOOD Call

ROBINHOOD MKTS INC COM CL A

-90.00%

Shares200

Event2026-03-31

Filed2026-05-18

MARA Call

MARA HOLDINGS INC COM

-70.00%

Shares1.5K

Event2026-03-31

Filed2026-05-18

SHOP Call

SHOPIFY INC CL A SUB VTG SHS

New

Shares100

Event2026-03-31

Filed2026-05-18

CRSP Call

CRISPR THERAPEUTICS AG NAMEN AKT

0.00%

Shares200

Event2026-03-31

Filed2026-05-18

NVO Call

NOVO-NORDISK A S ADR

-96.00%

Shares200

Event2026-03-31

Filed2026-05-18

PATH Call

UIPATH INC CL A

New

Shares600

Event2026-03-31

Filed2026-05-18

BITMINE IMMERSION TECHS INC COM NEW Call

BITMINE IMMERSION TECHS INC COM NEW

New

Shares300

Event2026-03-31

Filed2026-05-18

OKLO Call

OKLO INC COM CL A

-50.00%

Shares100

Event2026-03-31

Filed2026-05-18

HIMS Call

HIMS & HERS HEALTH INC COM CL A

New

Shares200

Event2026-03-31

Filed2026-05-18

Put Option Holdings

SPY Put PutSTATE STREET SPDR S&P 500 ETF71.6K shares-30.49%2026-03-312026-05-18

INVESCO QQQ TRUST SERIES I Put PutINVESCO QQQ TRUST SERIES I34.4K shares-7.77%2026-03-312026-05-18

XOM Put PutEXXON MOBIL CORP COM5.0K sharesnew addition2026-03-312026-05-18

CRWD Put PutCROWDSTRIKE HLDGS INC CL A900 shares125.00%2026-03-312026-05-18

NVDA Put PutNVIDIA CORPORATION COM2.0K shares-83.33%2026-03-312026-05-18

ALPHABET INC CAP STK CL A Put PutALPHABET INC CAP STK CL A700 shares0.00%2026-03-312026-05-18

INVESCO S&P 500 EQUAL WEIGHT ETF Put PutINVESCO S&P 500 EQUAL WEIGHT ETF900 shares-75.00%2026-03-312026-05-18

CAT Put PutCATERPILLAR INC COM200 shares-50.00%2026-03-312026-05-18

SLV Put PutISHARES SILVER TRUST2.0K shares-20.00%2026-03-312026-05-18

PLTR Put PutPALANTIR TECHNOLOGIES INC CL A900 shares-25.00%2026-03-312026-05-18

BERKSHIRE HATHAWAY INC DEL CL B NEW Put PutBERKSHIRE HATHAWAY INC DEL CL B NEW200 shares0.00%2026-03-312026-05-18

NEM Put PutNEWMONT CORP COM800 shares-33.33%2026-03-312026-05-18

CVS Put PutCVS HEALTH CORP COM1.2K shares0.00%2026-03-312026-05-18

CITIGROUP INC COM NEW Put PutCITIGROUP INC COM NEW600 shares0.00%2026-03-312026-05-18

GE AEROSPACE COM NEW Put PutGE AEROSPACE COM NEW200 shares0.00%2026-03-312026-05-18

JNJ Put PutJOHNSON & JOHNSON COM100 sharesnew addition2026-03-312026-05-18

ADBE Put PutADOBE INC COM100 shares0.00%2026-03-312026-05-18

TSCO Put PutTRACTOR SUPPLY CO COM500 shares0.00%2026-03-312026-05-18

MS Put PutMORGAN STANLEY COM NEW100 sharesnew addition2026-03-312026-05-18

KMI Put PutKINDER MORGAN INC DEL COM100 shares0.00%2026-03-312026-05-18

SPY Put

STATE STREET SPDR S&P 500 ETF

-30.49%

Shares71.6K

Event2026-03-31

Filed2026-05-18

INVESCO QQQ TRUST SERIES I Put

INVESCO QQQ TRUST SERIES I

-7.77%

Shares34.4K

Event2026-03-31

Filed2026-05-18

XOM Put

EXXON MOBIL CORP COM

New

Shares5.0K

Event2026-03-31

Filed2026-05-18

CRWD Put

CROWDSTRIKE HLDGS INC CL A

125.00%

Shares900

Event2026-03-31

Filed2026-05-18

NVDA Put

NVIDIA CORPORATION COM

-83.33%

Shares2.0K

Event2026-03-31

Filed2026-05-18

ALPHABET INC CAP STK CL A Put

ALPHABET INC CAP STK CL A

0.00%

Shares700

Event2026-03-31

Filed2026-05-18

INVESCO S&P 500 EQUAL WEIGHT ETF Put

INVESCO S&P 500 EQUAL WEIGHT ETF

-75.00%

Shares900

Event2026-03-31

Filed2026-05-18

CAT Put

CATERPILLAR INC COM

-50.00%

Shares200

Event2026-03-31

Filed2026-05-18

SLV Put

ISHARES SILVER TRUST

-20.00%

Shares2.0K

Event2026-03-31

Filed2026-05-18

PLTR Put

PALANTIR TECHNOLOGIES INC CL A

-25.00%

Shares900

Event2026-03-31

Filed2026-05-18

BERKSHIRE HATHAWAY INC DEL CL B NEW Put

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.00%

Shares200

Event2026-03-31

Filed2026-05-18

NEM Put

NEWMONT CORP COM

-33.33%

Shares800

Event2026-03-31

Filed2026-05-18

CVS Put

CVS HEALTH CORP COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-18

CITIGROUP INC COM NEW Put

CITIGROUP INC COM NEW

0.00%

Shares600

Event2026-03-31

Filed2026-05-18

GE AEROSPACE COM NEW Put

GE AEROSPACE COM NEW

0.00%

Shares200

Event2026-03-31

Filed2026-05-18

JNJ Put

JOHNSON & JOHNSON COM

New

Shares100

Event2026-03-31

Filed2026-05-18

ADBE Put

ADOBE INC COM

0.00%

Shares100

Event2026-03-31

Filed2026-05-18

TSCO Put

TRACTOR SUPPLY CO COM

0.00%

Shares500

Event2026-03-31

Filed2026-05-18

MS Put

MORGAN STANLEY COM NEW

New

Shares100

Event2026-03-31

Filed2026-05-18

KMI Put

KINDER MORGAN INC DEL COM

0.00%

Shares100

Event2026-03-31

Filed2026-05-18