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The Analysis of Ashton Thomas Private Wealth, LLC's Holdings & P&L

Currently, Ashton Thomas Private Wealth, LLC holds 1502 types of securities in its portfolio with a total value $4.2B. In the most recent quarter, they have increased their positions in BOXX (+311.7K shares, valued at $36.3M), XLI (+138.9K shares, valued at $22.5M), SPYM (+244.3K shares, valued at $18.7M); decreased their positions in CHYM (-2.3M shares, valued at $42.6M), IVV (-30.3K shares, valued at $19.8M), XLY (-167.3K shares, valued at $18.2M); initiated new positions in BOXX (+311.7K shares, valued at $36.3M), BSJS (+529.4K shares, valued at $11.5M), SBR (+106.6K shares, valued at $8.0M).

1M P&L

+1.3M+0.03%

3M P&L

-189.8M-4.61%

HY P&L

-7.5M-0.19%

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

58.1%

2Software - Application178.8M

4.8%

3Consumer Electronics143.0M

3.8%

Top Industries by Stock Count

1N/A462 stocks

49.5%

2Software - Application22 stocks

2.4%

3Banks - Regional21 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST1.9M shares-3.98%2026-03-312026-05-11

AAPL APPLE INC581.2K shares10.67%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR729.0K shares0.98%2026-03-312026-05-11

NVDA NVIDIA CORPORATION379.7K shares8.64%2026-03-312026-05-11

IVV ISHARES TR99.0K shares-23.46%2026-03-312026-05-11

MSFT MICROSOFT CORP170.3K shares0.03%2026-03-312026-05-11

CHYM CHIME FINL INC2.9M shares-44.37%2026-03-312026-05-11

SSUS STRATEGY SHS1.1M shares-2.98%2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T79.0K shares29.97%2026-03-312026-05-11

AMZN AMAZON COM INC202.6K shares5.52%2026-03-312026-05-11

CHRW C H ROBINSON WORLDWIDE IN253.9K shares0.50%2026-03-312026-05-11

DHSB STRATEGY SHS1.6M shares6.40%2026-03-312026-05-11

VO VANGUARD INDEX FDS136.3K shares4.10%2026-03-312026-05-11

ALPHABET INC ALPHABET INC132.8K shares3.53%2026-03-312026-05-11

BROADCOM INC BROADCOM INC123.0K shares-1.06%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR1.4M shares0.69%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC126.7K shares1.25%2026-03-312026-05-11

BILS SPDR SERIES TRUST365.3K shares-6.31%2026-03-312026-05-11

BOXX EA SERIES TRUST311.7K sharesnew addition2026-03-312026-05-11

GLD SPDR GOLD TR82.2K shares-19.60%2026-03-312026-05-11

AMGN AMGEN INC100.2K shares4.57%2026-03-312026-05-11

IJH ISHARES TR472.2K shares2.89%2026-03-312026-05-11

IJR ISHARES TR246.2K shares-11.94%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS475.5K shares26.90%2026-03-312026-05-11

Sponsored

JPM JPMORGAN CHASE & CO103.0K shares-1.51%2026-03-312026-05-11

SPYM SPDR SERIES TRUST388.1K shares170.01%2026-03-312026-05-11

IWF ISHARES TR69.4K shares-3.12%2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR172.6K shares412.71%2026-03-312026-05-11

ESGU ISHARES TR186.0K shares-0.70%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL54.1K shares-1.05%2026-03-312026-05-11

SHY ISHARES TR312.3K shares20.51%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR277.1K shares-6.48%2026-03-312026-05-11

Sponsored

META META PLATFORMS INC42.6K shares-8.11%2026-03-312026-05-11

VTV VANGUARD INDEX FDS123.2K shares43.22%2026-03-312026-05-11

IVE ISHARES TR112.8K shares17.24%2026-03-312026-05-11

IEMG ISHARES INC339.1K shares1.45%2026-03-312026-05-11

XOM EXXON MOBIL CORP135.6K shares-12.01%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR39.2K shares-3.47%2026-03-312026-05-11

LLY ELI LILLY & CO24.5K shares16.15%2026-03-312026-05-11

GDX VANECK ETF TRUST244.8K shares150.76%2026-03-312026-05-11

Sponsored

IVW ISHARES TR198.5K shares1.30%2026-03-312026-05-11

IEFA ISHARES TR246.6K shares0.61%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR144.2K shares-20.58%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS273.8K shares29.03%2026-03-312026-05-11

QUAL ISHARES TR109.4K shares-10.04%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION20.5K shares4.54%2026-03-312026-05-11

EFV ISHARES TR271.8K shares-1.75%2026-03-312026-05-11

VUG VANGUARD INDEX FDS45.0K shares21.93%2026-03-312026-05-11

Sponsored

IWD ISHARES TR90.6K shares-1.14%2026-03-312026-05-11

EMXC ISHARES INC239.3K shares18.33%2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST314.9K shares6.52%2026-03-312026-05-11

PULS PGIM ETF TR366.3K shares7.28%2026-03-312026-05-11

SSXU STRATEGY SHS517.4K shares-4.58%2026-03-312026-05-11

CSCO CISCO SYS INC228.7K shares-1.47%2026-03-312026-05-11

VTI VANGUARD INDEX FDS55.1K shares-18.20%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP82.7K shares2.77%2026-03-312026-05-11

Sponsored

FBND FIDELITY MERRIMACK STR TR387.1K shares15.91%2026-03-312026-05-11

LQD ISHARES TR159.4K shares8.88%2026-03-312026-05-11

CVX CHEVRON CORPORATION83.6K shares-7.06%2026-03-312026-05-11

V VISA INC56.8K shares-1.49%2026-03-312026-05-11

BSJR INVESCO EXCH TRD SLF IDX FD766.5K shares73.95%2026-03-312026-05-11

FPE FIRST TR EXCH TRADED FD III924.9K shares23.32%2026-03-312026-05-11

RTX RTX CORPORATION81.9K shares2.83%2026-03-312026-05-11

IWR ISHARES TR158.1K shares-0.77%2026-03-312026-05-11

Sponsored

ABBV ABBVIE INC68.8K shares62.52%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC124.1K shares4.99%2026-03-312026-05-11

WFC WELLS FARGO & CO183.1K shares-8.04%2026-03-312026-05-11

HYG ISHARES TR174.5K shares10.22%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON56.6K shares-0.73%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS151.0K shares-1.26%2026-03-312026-05-11

SSFI STRATEGY SHS627.0K shares4.88%2026-03-312026-05-11

VB VANGUARD INDEX FDS49.7K shares2.70%2026-03-312026-05-11

Sponsored

ITOT ISHARES TR87.0K shares-1.79%2026-03-312026-05-11

IVLU ISHARES TR310.3K shares0.68%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR198.7K shares-23.38%2026-03-312026-05-11

WMT WALMART INC94.5K shares-1.46%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC103.2K shares0.22%2026-03-312026-05-11

BSJS INVESCO EXCH TRD SLF IDX FD529.4K sharesnew addition2026-03-312026-05-11

BAC BANK AMERICA CORP235.4K shares-0.38%2026-03-312026-05-11

CGCP CAPITAL GRP FIXED INCM ETF T492.7K shares13.15%2026-03-312026-05-11

Sponsored

NEE NEXTERA ENERGY INC114.1K shares-3.42%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS210.8K shares7.51%2026-03-312026-05-11

HD HOME DEPOT INC31.5K shares-7.02%2026-03-312026-05-11

UNP UNION PAC CORP42.5K shares6.51%2026-03-312026-05-11

IJK ISHARES TR102.0K shares9.31%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR413.7K shares47.46%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC68.7K shares-25.37%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS16.6K shares-9.54%2026-03-312026-05-11

Sponsored

VOE VANGUARD INDEX FDS53.7K shares7.83%2026-03-312026-05-11

CIBR FIRST TR EXCHANGE-TRADED FD157.8K shares0.47%2026-03-312026-05-11

EFG ISHARES TR88.5K shares-3.31%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR88.9K shares-58.29%2026-03-312026-05-11

CAT CATERPILLAR INC13.7K shares-33.46%2026-03-312026-05-11

NFLX NETFLIX INC.100.8K shares23.34%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO154.0K shares17.55%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F170.7K shares1.50%2026-03-312026-05-11

Sponsored

VRP INVESCO EXCH TRADED FD TR II383.4K shares-7.99%2026-03-312026-05-11

EOG EOG RES INC63.4K shares-36.43%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC25.6K shares-7.65%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC9.5K shares-18.11%2026-03-312026-05-11

PG PROCTER & GAMBLE CO62.4K shares3.82%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR111.1K shares35.41%2026-03-312026-05-11

GBCI GLACIER BANCORP INC NEW200.3K shares0.26%2026-03-312026-05-11

LMBS FIRST TR EXCHANGE-TRADED FD178.8K shares7.46%2026-03-312026-05-11

Sponsored

SCHZ SCHWAB STRATEGIC TR380.8K shares3.03%2026-03-312026-05-11

EMLP FIRST TR EXCHANGE-TRADED FD198.0K shares-2.00%2026-03-312026-05-11

SPGI S&P GLOBAL INC20.1K shares20.25%2026-03-312026-05-11

EFA ISHARES TR86.5K shares-12.96%2026-03-312026-05-11

EMB ISHARES TR88.9K shares-7.30%2026-03-312026-05-11

IUSB ISHARES TR180.3K shares3.94%2026-03-312026-05-11

GILD GILEAD SCIENCES INC59.6K shares8.75%2026-03-312026-05-11

AGG ISHARES TR82.0K shares12.18%2026-03-312026-05-11

Sponsored

FV FIRST TR EXCHANGE TRADED FD133.5K shares-2.29%2026-03-312026-05-11

SBR SABINE RTY TR106.6K sharesnew addition2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR73.2K shares-69.57%2026-03-312026-05-11

TSLA TESLA INC21.4K shares12.47%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F157.3K shares-5.42%2026-03-312026-05-11

BSJQ INVESCO EXCH TRD SLF IDX FD341.8K shares-52.23%2026-03-312026-05-11

SYK STRYKER CORPORATION23.9K shares-2.61%2026-03-312026-05-11

MCK MCKESSON CORP8.8K shares8.53%2026-03-312026-05-11

Sponsored

CMCSA COMCAST CORP NEW263.8K shares72.48%2026-03-312026-05-11

MUB ISHARES TR69.8K shares1.97%2026-03-312026-05-11

FTSM FIRST TR EXCHANGE-TRADED FD123.5K shares-3.14%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC8.7K shares31.05%2026-03-312026-05-11

EQNR EQUINOR ASA173.0K shares-13.66%2026-03-312026-05-11

XLB SELECT SECTOR SPDR TR145.9K shares123.19%2026-03-312026-05-11

FSLR FIRST SOLAR INC36.7K shares67.36%2026-03-312026-05-11

IWM ISHARES TR29.1K shares0.02%2026-03-312026-05-11

Sponsored

VBR VANGUARD INDEX FDS33.0K shares-2.35%2026-03-312026-05-11

KO COCA COLA CO93.8K shares6.77%2026-03-312026-05-11

MCD MCDONALDS CORP22.9K shares13.83%2026-03-312026-05-11

ABEV AMBEV SA2.4M shares-10.25%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC20.6K shares1.26%2026-03-312026-05-11

VTIP VANGUARD MALVERN FDS138.1K shares1151.88%2026-03-312026-05-11

IYW ISHARES TR37.8K shares-4.62%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS86.8K shares65.69%2026-03-312026-05-11

Sponsored

ADBE ADOBE INC27.8K shares21.73%2026-03-312026-05-11

MBB ISHARES TR70.7K shares4.69%2026-03-312026-05-11

ABT ABBOTT LABORATORIES63.9K shares11.58%2026-03-312026-05-11

VTEI VANGUARD MUN BD FDS65.7K shares1.39%2026-03-312026-05-11

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC66.8K shares60.66%2026-03-312026-05-11

SPTM SPDR SERIES TRUST82.2K shares-0.95%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO25.8K shares2.70%2026-03-312026-05-11

MGRC MCGRATH RENTCORP58.5K shares0.00%2026-03-312026-05-11

Sponsored

BINC BLACKROCK ETF TRUST II123.5K shares-1.32%2026-03-312026-05-11

VGT VANGUARD WORLD FD9.1K shares54.62%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND31.8K shares-25.02%2026-03-312026-05-11

CGMU CAPITAL GRP FIXED INCM ETF T231.6K shares8.05%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC23.0K shares-5.78%2026-03-312026-05-11

ADI ANALOG DEVICES INC19.5K shares-1.67%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEND VALUE144.8K shares23.90%2026-03-312026-05-11

IWB ISHARES TR17.1K shares4.52%2026-03-312026-05-11

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD153.7K shares6.43%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR122.3K shares-13.50%2026-03-312026-05-11

GSLC GOLDMAN SACHS ETF TR48.1K shares8.73%2026-03-312026-05-11

XOP SPDR SERIES TRUST33.1K shares-0.23%2026-03-312026-05-11

TJX TJX COS INC NEW37.2K shares12.33%2026-03-312026-05-11

EEM ISHARES TR103.2K shares12.65%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC11.8K shares0.24%2026-03-312026-05-11

CTRA COTERRA ENERGY INC165.3K shares-53.85%2026-03-312026-05-11

Sponsored

UBER UBER TECHNOLOGIES INC80.3K shares-4.07%2026-03-312026-05-11

HON HONEYWELL INTL INC25.4K shares14.46%2026-03-312026-05-11

WEC ENERGY GROUP INC WEC ENERGY GROUP INC49.4K shares2.99%2026-03-312026-05-11

XTEN BONDBLOXX ETF TRUST124.7K shares6.08%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR69.5K shares-6.65%2026-03-312026-05-11

NXPI NXP SEMICONDUCTORS N V28.8K sharesnew addition2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC112.4K shares-7.04%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC27.6K shares-2.81%2026-03-312026-05-11

Sponsored

OEF ISHARES TR17.7K shares-9.69%2026-03-312026-05-11

GDXJ VANECK ETF TRUST46.1K shares286.48%2026-03-312026-05-11

VIGI VANGUARD WHITEHALL FDS62.1K shares-20.61%2026-03-312026-05-11

IBB ISHARES TR32.3K shares-9.74%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR118.2K shares-10.97%2026-03-312026-05-11

SBUX STARBUCKS CORP60.3K shares0.69%2026-03-312026-05-11

BAI BLACKROCK ETF TRUST163.8K shares15.47%2026-03-312026-05-11

VOT VANGUARD INDEX FDS20.7K shares13.40%2026-03-312026-05-11

Sponsored

VIG VANGUARD SPECIALIZED FUNDS24.7K shares2.13%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC32.9K shares-0.78%2026-03-312026-05-11

BP BP PLC110.9K shares0.04%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC13.3K shares3.29%2026-03-312026-05-11

LINDE PLC LINDE PLC10.5K shares2.02%2026-03-312026-05-11

QCOM QUALCOMM INC40.1K shares-12.42%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 408.3K shares-2.47%2026-03-312026-05-11

PLD PROLOGIS INC.38.6K sharesnew addition2026-03-312026-05-11

Sponsored

TT TRANE TECHNOLOGIES PLC12.2K shares6.29%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP5.7K shares1.10%2026-03-312026-05-11

TOTALENERGIES SE TOTALENERGIES SE54.7K sharesnew addition2026-03-312026-05-11

SSO PROSHARES TR97.6K shares3.01%2026-03-312026-05-11

STIP ISHARES TR48.9K shares-2.55%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC41.2K shares-0.51%2026-03-312026-05-11

AEM AGNICO EAGLE MINES LTD24.8K shares199.61%2026-03-312026-05-11

IWS ISHARES TR34.5K shares-1.10%2026-03-312026-05-11

Sponsored

BUYW NORTHERN LTS FD TR IV356.1K shares247.85%2026-03-312026-05-11

HSY HERSHEY CO23.9K shares3.61%2026-03-312026-05-11

SMH VANECK ETF TRUST12.7K shares0.81%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL145.2K shares-5.77%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP40.6K shares-38.69%2026-03-312026-05-11

VTES VANGUARD WELLINGTON FD47.5K shares2.25%2026-03-312026-05-11

THRO BLACKROCK ETF TRUST132.4K shares18.51%2026-03-312026-05-11

PEP PEPSICO INC30.7K shares-11.55%2026-03-312026-05-11

Sponsored

SCHW SCHWAB CHARLES CORP50.7K shares27.60%2026-03-312026-05-11

SHV ISHARES TR43.1K shares45.51%2026-03-312026-05-11

MA MASTERCARD INCORPORATED9.5K shares-24.47%2026-03-312026-05-11

SPMO INVESCO EXCH TRADED FD TR II42.5K shares50.74%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR152.4K shares693.42%2026-03-312026-05-11

TBIL RBB FD INC93.3K shares9.69%2026-03-312026-05-11

VDE VANGUARD WORLD FD26.5K shares2.26%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC34.9K shares13.27%2026-03-312026-05-11

Sponsored

IBM INTERNATIONAL BUSINESS MACHS18.8K shares-9.11%2026-03-312026-05-11

GOVT ISHARES TR198.4K shares203.47%2026-03-312026-05-11

XLG INVESCO EXCHANGE TRADED FD T81.6K shares-28.67%2026-03-312026-05-11

FIXD FIRST TR EXCHNG TRADED FD VI102.0K shares11.48%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC13.1K shares14.31%2026-03-312026-05-11

CRM SALESFORCE INC23.3K shares-16.41%2026-03-312026-05-11

AMAT APPLIED MATLS INC12.7K shares27.71%2026-03-312026-05-11

MAA MID-AMER APT CMNTYS INC35.5K sharesnew addition2026-03-312026-05-11

Sponsored

PM PHILIP MORRIS INTL INC26.0K shares14.04%2026-03-312026-05-11

PDBC INVESCO ACTVELY MNGD ETC FD246.9K shares129.04%2026-03-312026-05-11

WPC WP CAREY INC62.5K sharesnew addition2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS53.3K shares6.04%2026-03-312026-05-11

SJT SAN JUAN BASIN RTY TR867.7K shares12.66%2026-03-312026-05-11

SU SUNCOR ENERGY INC NEW61.7K shares2.03%2026-03-312026-05-11

UCON FIRST TR EXCHNG TRADED FD VI162.0K shares5.49%2026-03-312026-05-11

IEF ISHARES TR42.0K shares73.14%2026-03-312026-05-11

Sponsored

IJS ISHARES TR33.8K shares-1.18%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.8K shares-1.13%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS86.9K shares14.54%2026-03-312026-05-11

MO ALTRIA GROUP INC60.1K shares-1.47%2026-03-312026-05-11

BARRICK MNG CORP BARRICK MNG CORP97.1K shares426.37%2026-03-312026-05-11

CTSH COGNIZANT TECHNOLOGY SOLUTIO64.5K shares14.23%2026-03-312026-05-11

MLPA GLOBAL X FDS73.1K shares-3.75%2026-03-312026-05-11

CME CME GROUP INC13.2K shares3.87%2026-03-312026-05-11

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BLACKSTONE INC BLACKSTONE INC33.7K shares5.69%2026-03-312026-05-11

GSK PLC GSK PLC70.1K shares15.36%2026-03-312026-05-11

MFC MANULIFE FINL CORP111.6K shares8.18%2026-03-312026-05-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC18.4K shares12.91%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC66.2K shares7.33%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW29.1K shares14.52%2026-03-312026-05-11

DE DEERE & CO6.7K shares-40.34%2026-03-312026-05-11

SHEL SHELL PLC40.7K shares-37.53%2026-03-312026-05-11

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JBND J P MORGAN EXCHANGE TRADED F68.3K shares-1.73%2026-03-312026-05-11

WM WASTE MGMT INC DEL15.9K shares4.66%2026-03-312026-05-11

MS MORGAN STANLEY22.0K shares7.23%2026-03-312026-05-11

IJJ ISHARES TR27.3K shares-0.38%2026-03-312026-05-11

ASML ASML HLDG NV2.7K shares3.92%2026-03-312026-05-11

SPYD SPDR SERIES TRUST78.4K shares-0.41%2026-03-312026-05-11

O REALTY INCOME CORP58.0K sharesnew addition2026-03-312026-05-11

ORCL ORACLE CORP24.0K shares2.80%2026-03-312026-05-11

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FTNT FORTINET INC42.8K shares-4.30%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND7.5K shares7.19%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC35.5K shares-74.01%2026-03-312026-05-11

DOX AMDOCS LTD53.2K shares42.84%2026-03-312026-05-11

SCHP SCHWAB STRATEGIC TR128.5K sharesnew addition2026-03-312026-05-11

USMV ISHARES TR36.8K shares-9.44%2026-03-312026-05-11

DVY ISHARES TR22.2K shares-16.93%2026-03-312026-05-11

IDV ISHARES TR78.6K shares22.07%2026-03-312026-05-11

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HEFA ISHARES TR78.6K shares5.40%2026-03-312026-05-11

ACWX ISHARES TR48.7K shares1174.33%2026-03-312026-05-11

FTCB FIRST TR EXCHANGE-TRADED FD157.7K shares9.98%2026-03-312026-05-11

IBTH ISHARES TR147.2K shares1.86%2026-03-312026-05-11

IBTI ISHARES TR147.2K shares1.86%2026-03-312026-05-11

TOL TOLL BROTHERS INC23.8K sharesnew addition2026-03-312026-05-11

FAST FASTENAL CO69.6K shares2.28%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP5.3K shares-16.42%2026-03-312026-05-11

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EXPE EXPEDIA GROUP INC13.8K shares153.35%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO10.5K shares-14.36%2026-03-312026-05-11

INCY INCYTE CORP33.6K shares37.17%2026-03-312026-05-11

BA BOEING CO15.8K shares5.39%2026-03-312026-05-11

GLDM WORLD GOLD TR33.6K shares-22.58%2026-03-312026-05-11

WTV WISDOMTREE TR32.6K shares7.04%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC14.8K shares21.77%2026-03-312026-05-11

SHYM BLACKROCK ETF TRUST II139.8K shares0.83%2026-03-312026-05-11

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IWP ISHARES TR23.9K shares-5.63%2026-03-312026-05-11

VV VANGUARD INDEX FDS10.2K shares0.02%2026-03-312026-05-11

IAGG ISHARES TR60.8K shares17.64%2026-03-312026-05-11

L LOEWS CORP28.0K shares-23.05%2026-03-312026-05-11

PYLD PIMCO ETF TR113.7K shares12.81%2026-03-312026-05-11

VTEL VANGUARD MUN BD FDS29.1K shares0.83%2026-03-312026-05-11

XJAN FIRST TR EXCHNG TRADED FD VI82.2K shares342.84%2026-03-312026-05-11

CORO BLACKROCK ETF TRUST92.0K sharesnew addition2026-03-312026-05-11

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SNY SANOFI SA61.3K shares18.49%2026-03-312026-05-11

GFI GOLD FIELDS LTD64.9K shares535.37%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD42.9K shares13.40%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II108.2K shares107.38%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS39.2K shares-54.56%2026-03-312026-05-11

NRG NRG ENERGY INC19.7K shares-1.31%2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II12.0K shares-3.13%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS19.2K shares4.12%2026-03-312026-05-11

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IWY ISHARES TR11.3K shares-9.10%2026-03-312026-05-11

CTAS CINTAS CORP16.6K shares462.42%2026-03-312026-05-11

IT GARTNER INC17.7K shares34.82%2026-03-312026-05-11

NVO NOVO-NORDISK A S76.2K shares583.25%2026-03-312026-05-11

IEV ISHARES TR40.7K shares-4.40%2026-03-312026-05-11

NNN NNN REIT INC65.6K sharesnew addition2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST71.0K shares0.64%2026-03-312026-05-11

CMF ISHARES TR48.3K shares6.48%2026-03-312026-05-11

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CDNS CADENCE DESIGN SYSTEM INC9.8K shares-3.21%2026-03-312026-05-11

OC OWENS CORNING NEW25.0K shares-6.43%2026-03-312026-05-11

FXF INVESCO CURRENCYSHARES SWISS24.3K shares0.00%2026-03-312026-05-11

PVL PERMIANVILLE RTY TR1.4M shares-15.89%2026-03-312026-05-11

ZM ZOOM COMMUNICATIONS INC33.2K shares-9.34%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC30.5K shares-10.64%2026-03-312026-05-11

MORT VANECK ETF TRUST257.9K shares5.05%2026-03-312026-05-11

SPAB SPDR SERIES TRUST103.2K shares10.54%2026-03-312026-05-11

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ULTA ULTA BEAUTY INC5.0K shares-3.70%2026-03-312026-05-11

JVAL J P MORGAN EXCHANGE TRADED F53.1K shares78.44%2026-03-312026-05-11

RYAAY RYANAIR HOLDINGS PLC44.8K shares73.15%2026-03-312026-05-11

FIBK FIRST INTST BANCSYSTEM INC77.3K shares-2.57%2026-03-312026-05-11

REXR REXFORD INDL RLTY INC77.6K sharesnew addition2026-03-312026-05-11

FDX FEDEX CORP7.1K shares-30.82%2026-03-312026-05-11

TGT TARGET CORP20.8K shares21.55%2026-03-312026-05-11

SGOV ISHARES TR25.0K shares290.48%2026-03-312026-05-11

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FXA INVESCO CURRENCYSHARES AUSTR36.8K shares0.00%2026-03-312026-05-11

PSX PHILLIPS 6613.8K shares-7.82%2026-03-312026-05-11

AMT AMERICAN TOWER CORP14.5K sharesnew addition2026-03-312026-05-11

CENCORA INC CENCORA INC7.9K shares11.07%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F43.3K shares-3.49%2026-03-312026-05-11

STZ CONSTELLATION BRANDS INC16.3K shares42.37%2026-03-312026-05-11

DLN WISDOMTREE TR27.3K shares-0.04%2026-03-312026-05-11

CRT CROSS TIMBERS RTY TR228.1K sharesnew addition2026-03-312026-05-11

Sponsored

FXC INVESCO CURRENCYSHARES CDN D34.3K shares0.00%2026-03-312026-05-11

TSCO TRACTOR SUPPLY CO53.1K shares-0.53%2026-03-312026-05-11

VLO VALERO ENERGY CORP9.6K shares10.81%2026-03-312026-05-11

EME EMCOR GROUP INC3.2K shares29.47%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F31.1K shares-8.43%2026-03-312026-05-11

PFF ISHARES TR77.1K shares-7.61%2026-03-312026-05-11

TBJL INNOVATOR ETFS TRUST117.0K shares-0.07%2026-03-312026-05-11

INTU INTUIT5.4K shares-3.30%2026-03-312026-05-11

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ADP AUTOMATIC DATA PROCESSING IN11.3K shares-15.19%2026-03-312026-05-11

OKE ONEOK INC NEW25.0K shares2.79%2026-03-312026-05-11

LULU LULULEMON ATHLETICA INC14.8K shares-4.13%2026-03-312026-05-11

COP CONOCOPHILLIPS17.0K shares16.66%2026-03-312026-05-11

HEI HEICO CORP NEW8.2K shares-3.25%2026-03-312026-05-11

CROWN CASTLE INC CROWN CASTLE INC27.2K sharesnew addition2026-03-312026-05-11

APH AMPHENOL CORP17.5K shares-6.46%2026-03-312026-05-11

EMR EMERSON ELEC CO16.8K shares-19.10%2026-03-312026-05-11

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BKNG BOOKING HOLDINGS INC519 shares-53.58%2026-03-312026-05-11

DCOR DIMENSIONAL ETF TRUST30.2K shares1.02%2026-03-312026-05-11

TXN TEXAS INSTRS INC11.1K shares21.67%2026-03-312026-05-11

QGRO AMERICAN CENTY ETF TR20.4K shares128.39%2026-03-312026-05-11

KEYS KEYSIGHT TECHNOLOGIES INC7.6K shares0.38%2026-03-312026-05-11

KR KROGER CO29.4K shares7.47%2026-03-312026-05-11

JGRO J P MORGAN EXCHANGE TRADED F25.2K shares-4.32%2026-03-312026-05-11

TLT ISHARES TR24.5K shares210.12%2026-03-312026-05-11

Sponsored

SOXX ISHARES TR6.5K shares56.20%2026-03-312026-05-11

LOW LOWES COS INC8.9K shares1.86%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE7.4K shares-10.63%2026-03-312026-05-11

CRS CARPENTER TECHNOLOGY CORP5.3K shares-0.37%2026-03-312026-05-11

VLUE ISHARES TR14.8K shares-0.05%2026-03-312026-05-11

MAXJ ISHARES TR74.7K shares4.08%2026-03-312026-05-11

KLAC KLA CORP1.4K shares35.01%2026-03-312026-05-11

T AT&T INC72.1K shares12.97%2026-03-312026-05-11

Sponsored

FTLS FIRST TR EXCH TRADED FD III29.7K shares6.53%2026-03-312026-05-11

DMAX ISHARES TR77.8K sharesnew addition2026-03-312026-05-11

DNOV FIRST TR EXCHNG TRADED FD VI43.1K shares4.24%2026-03-312026-05-11

PAYX PAYCHEX INC22.4K shares79.21%2026-03-312026-05-11

SHLD GLOBAL X FDS29.0K shares55.15%2026-03-312026-05-11

KGC KINROSS GOLD CORP67.4K shares25.69%2026-03-312026-05-11

RSG REPUBLIC SVCS INC9.4K shares1.30%2026-03-312026-05-11

KAT ADVISORS SER TR38.2K shares-2.29%2026-03-312026-05-11

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PHM PULTE GROUP INC17.2K shares780.41%2026-03-312026-05-11

ONB OLD NATL BANCORP IND91.0K shares3.08%2026-03-312026-05-11

SFM SPROUTS FMRS MKT INC26.0K shares-9.00%2026-03-312026-05-11

CPB THE CAMPBELLS COMPANY89.9K shares56.96%2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR68.6K shares0.57%2026-03-312026-05-11

URI UNITED RENTALS INC2.7K shares12.25%2026-03-312026-05-11

ANGL VANECK ETF TRUST68.8K shares1.95%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST27.7K shares0.22%2026-03-312026-05-11

Sponsored

SNOW SNOWFLAKE INC13.0K shares4.90%2026-03-312026-05-11

DIS DISNEY WALT CO20.2K shares18.20%2026-03-312026-05-11

TLH ISHARES TR19.2K shares-26.63%2026-03-312026-05-11

GEV GE VERNOVA INC2.2K shares2.50%2026-03-312026-05-11

CMC COMMERCIAL METALS CO31.1K shares534.87%2026-03-312026-05-11

LHX L3HARRIS TECHNOLOGIES INC5.5K shares0.89%2026-03-312026-05-11

COWZ PACER FDS TR30.5K shares6.04%2026-03-312026-05-11

SO SOUTHERN CO19.6K shares-17.24%2026-03-312026-05-11

Sponsored

USB US BANCORP36.2K shares0.10%2026-03-312026-05-11

GSY INVESCO ACTIVELY MANAGED EXC37.6K shares12.42%2026-03-312026-05-11

VXUS VANGUARD STAR FDS24.2K shares14.72%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I6.4K shares3.06%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC10.6K shares1.34%2026-03-312026-05-11

MMM 3M CO12.7K shares-0.96%2026-03-312026-05-11

EGO ELDORADO GOLD CORP NEW53.7K sharesnew addition2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.7K shares496.69%2026-03-312026-05-11

Sponsored

DGX QUEST DIAGNOSTICS INC9.4K shares4.53%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO21.5K shares16.42%2026-03-312026-05-11

DGRW WISDOMTREE TR20.8K shares0.19%2026-03-312026-05-11

LUV SOUTHWEST AIRLS CO48.4K shares148.14%2026-03-312026-05-11

IWO ISHARES TR5.8K shares-1.04%2026-03-312026-05-11

VICI VICI PPTYS INC66.0K shares9.30%2026-03-312026-05-11

SLV ISHARES SILVER TR26.4K shares-2.55%2026-03-312026-05-11

SUSL ISHARES TR15.6K shares-0.38%2026-03-312026-05-11

Sponsored

TRV TRAVELERS COMPANIES INC6.1K shares0.30%2026-03-312026-05-11

FMB FIRST TR EXCH TRADED FD III35.0K shares-4.30%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS21.4K shares-14.58%2026-03-312026-05-11

XPO XPO INC9.0K shares0.99%2026-03-312026-05-11

NVS NOVARTIS AG11.4K shares9.20%2026-03-312026-05-11

LYFT LYFT INC130.9K sharesnew addition2026-03-312026-05-11

FPEI FIRST TR EXCH TRADED FD III90.9K shares-1.57%2026-03-312026-05-11

PWR QUANTA SVCS INC3.1K shares33.55%2026-03-312026-05-11

Sponsored

DBC INVESCO DB COMMDY INDX TRCK58.8K shares20.77%2026-03-312026-05-11

CGXU CAPITAL GROUP INTL FOCUS EQT57.6K shares16.91%2026-03-312026-05-11

CVS CVS HEALTH CORP23.5K shares28.29%2026-03-312026-05-11

LST MANAGED PORTFOLIO SERIES41.7K shares22.34%2026-03-312026-05-11

BLCR BLACKROCK ETF TRUST40.8K sharesnew addition2026-03-312026-05-11

EDGF ADVISORS INNER CIRCLE FD II67.5K shares38.05%2026-03-312026-05-11

IXN ISHARES TR16.7K shares0.00%2026-03-312026-05-11

SHM SPDR SERIES TRUST34.8K shares-0.02%2026-03-312026-05-11

Sponsored

WMB WILLIAMS COS INC22.8K shares7.08%2026-03-312026-05-11

GWW WW GRAINGER INC1.5K shares-4.76%2026-03-312026-05-11

IJT ISHARES TR11.4K shares21.08%2026-03-312026-05-11

FXE INVESCO CURRENCYSHARES EURO15.4K shares0.00%2026-03-312026-05-11

TIP ISHARES TR14.8K shares198.01%2026-03-312026-05-11

IMTM ISHARES TR34.1K shares-16.90%2026-03-312026-05-11

IWX ISHARES TR17.5K shares-8.82%2026-03-312026-05-11

MGOV FIRST TR EXCHANGE-TRADED FD79.9K shares32.15%2026-03-312026-05-11

Sponsored

NSC NORFOLK SOUTHN CORP5.6K shares7.04%2026-03-312026-05-11

NOW SERVICENOW INC15.4K shares61.21%2026-03-312026-05-11

DBX DROPBOX INC70.4K shares-13.17%2026-03-312026-05-11

LNTH LANTHEUS HLDGS INC21.1K shares-2.89%2026-03-312026-05-11

HLT HILTON WORLDWIDE HLDGS INC5.3K shares14.80%2026-03-312026-05-11

CGGE CAPITAL GROUP GLOBAL EQUITY52.1K sharesnew addition2026-03-312026-05-11

GRMN GARMIN LTD6.7K shares5.51%2026-03-312026-05-11

JBL JABIL INC5.8K shares23.35%2026-03-312026-05-11

Sponsored

ITA ISHARES TR7.1K shares20.97%2026-03-312026-05-11

OMC OMNICOM GROUP INC20.5K shares9.87%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP8.4K shares12.18%2026-03-312026-05-11

MSI MOTOROLA SOLUTIONS INC3.5K shares11.68%2026-03-312026-05-11

SHYG ISHARES TR35.9K shares5.10%2026-03-312026-05-11

XEL XCEL ENERGY INC19.0K shares-25.69%2026-03-312026-05-11

PSA PUBLIC STORAGE OPER CO5.5K sharesnew addition2026-03-312026-05-11

PFE PFIZER INC52.8K shares5.27%2026-03-312026-05-11

Sponsored

GSIE GOLDMAN SACHS ETF TR34.1K shares-2.38%2026-03-312026-05-11

XLRE SELECT SECTOR SPDR TR35.9K shares71.02%2026-03-312026-05-11

ZFEB INNOVATOR ETFS TRUST57.7K shares-1.28%2026-03-312026-05-11

GRID FIRST TR EXCHANGE-TRADED FD8.9K shares20.97%2026-03-312026-05-11

ALPS ETF TR ALPS ETF TR27.7K shares0.75%2026-03-312026-05-11

LMUB ISHARES TR29.1K sharesnew addition2026-03-312026-05-11

STLD STEEL DYNAMICS INC8.1K shares13.20%2026-03-312026-05-11

BSM BLACK STONE MINERALS L P95.7K sharesnew addition2026-03-312026-05-11

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SJM SMUCKER J M CO14.8K shares18.94%2026-03-312026-05-11

NKE NIKE INC26.9K shares1.66%2026-03-312026-05-11

TDIV FIRST TR EXCHANGE TRADED FD15.0K shares0.54%2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST39.5K shares-0.62%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION10.7K shares29.19%2026-03-312026-05-11

AON PLC AON PLC4.3K shares230.97%2026-03-312026-05-11

TXT TEXTRON INC16.0K sharesnew addition2026-03-312026-05-11

CLH CLEAN HARBORS INC4.9K shares-1.51%2026-03-312026-05-11

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.1K shares16.19%2026-03-312026-05-11

CBRE CBRE GROUP INC10.3K shares17.84%2026-03-312026-05-11

AGX ARGAN INC2.6K shares28.06%2026-03-312026-05-11

SPYV SPDR SERIES TRUST24.5K shares165.47%2026-03-312026-05-11

JBHT HUNT J B TRANS SVCS INC6.5K shares2.59%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II18.8K shares1.07%2026-03-312026-05-11

SOUTHSTATE BK CORP SOUTHSTATE BK CORP14.8K shares-11.77%2026-03-312026-05-11

TTD THE TRADE DESK INC60.5K shares-11.85%2026-03-312026-05-11

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FTCS FIRST TR EXCHANGE-TRADED FD14.8K shares-9.51%2026-03-312026-05-11

HAL HALLIBURTON CO34.8K shares0.50%2026-03-312026-05-11

SGI SOMNIGROUP INTERNATIONAL INC18.3K shares7.37%2026-03-312026-05-11

LNG CHENIERE ENERGY INC4.7K shares9.14%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC8.0K shares-25.17%2026-03-312026-05-11

IGM ISHARES TR11.1K shares0.01%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP4.7K shares-0.51%2026-03-312026-05-11

QRVO QORVO INC16.9K sharesnew addition2026-03-312026-05-11

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XMHQ INVESCO EXCHANGE TRADED FD T12.6K shares108.42%2026-03-312026-05-11

IWN ISHARES TR6.8K shares0.38%2026-03-312026-05-11

ESLT ELBIT SYS LTD1.6K shares14.37%2026-03-312026-05-11

SDCI USCF ETF TR47.1K shares5.96%2026-03-312026-05-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC11.0K sharesnew addition2026-03-312026-05-11

MINT PIMCO ETF TR12.5K shares-0.24%2026-03-312026-05-11

IMO IMPERIAL OIL LTD9.6K shares-77.08%2026-03-312026-05-11

BDX BECTON DICKINSON & CO8.0K shares2.71%2026-03-312026-05-11

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PGR PROGRESSIVE CORP6.2K shares23.65%2026-03-312026-05-11

WSM WILLIAMS SONOMA INC6.8K shares1.84%2026-03-312026-05-11

ABNB AIRBNB INC9.7K shares440.30%2026-03-312026-05-11

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F17.7K shares-7.74%2026-03-312026-05-11

INTC INTEL CORP27.6K shares66.42%2026-03-312026-05-11

ARCC ARES CAPITAL CORP67.5K shares7.58%2026-03-312026-05-11

MLPD GLOBAL X FDS47.3K shares0.00%2026-03-312026-05-11

BALL BALL CORP20.4K shares0.72%2026-03-312026-05-11

Sponsored

CRH PLC CRH PLC11.4K shares12.93%2026-03-312026-05-11

VPL VANGUARD INTL EQUITY INDEX F12.3K shares3.07%2026-03-312026-05-11

MTN VAIL RESORTS INC9.4K shares-6.36%2026-03-312026-05-11

ZBH ZIMMER BIOMET HOLDINGS INC13.2K shares3.52%2026-03-312026-05-11

UTHR UNITED THERAPEUTICS CORP DEL2.0K shares2.10%2026-03-312026-05-11

SPHY SPDR SERIES TRUST50.7K shares13.72%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO3.7K shares-2.13%2026-03-312026-05-11

FLEX FLEXTRONICS INTL LTD18.0K shares30.06%2026-03-312026-05-11

Sponsored

MTR MESA RTY TR239.5K shares-2.04%2026-03-312026-05-11

VTWO VANGUARD SCOTTSDALE FDS11.7K shares2.24%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC2.5K shares-17.95%2026-03-312026-05-11

ROP ROPER TECHNOLOGIES INC3.3K sharesnew addition2026-03-312026-05-11

DAL DELTA AIR LINES INC17.5K shares27.24%2026-03-312026-05-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC25.2K shares8.89%2026-03-312026-05-11

MTUM ISHARES TR4.8K shares-24.01%2026-03-312026-05-11

SYSB ISHARES TR12.9K shares51.12%2026-03-312026-05-11

Sponsored

EXEL EXELIXIS INC26.6K shares29.30%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC2.6K shares2.12%2026-03-312026-05-11

RDVI FIRST TR EXCHANGE-TRADED FD44.5K shares-8.71%2026-03-312026-05-11

IEUR ISHARES TR16.1K shares0.00%2026-03-312026-05-11

BIL

SPDR SERIES TRUST

-3.98%

Shares1.9M

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

10.67%

Shares581.2K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

0.98%

Shares729.0K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

8.64%

Shares379.7K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-23.46%

Shares99.0K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

0.03%

Shares170.3K

Event2026-03-31

Filed2026-05-11

CHYM

CHIME FINL INC

-44.37%

Shares2.9M

Event2026-03-31

Filed2026-05-11

SSUS

STRATEGY SHS

-2.98%

Shares1.1M

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

29.97%

Shares79.0K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

5.52%

Shares202.6K

Event2026-03-31

Filed2026-05-11

CHRW

C H ROBINSON WORLDWIDE IN

0.50%

Shares253.9K

Event2026-03-31

Filed2026-05-11

DHSB

STRATEGY SHS

6.40%

Shares1.6M

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

4.10%

Shares136.3K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

3.53%

Shares132.8K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-1.06%

Shares123.0K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

0.69%

Shares1.4M

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.25%

Shares126.7K

Event2026-03-31

Filed2026-05-11

BILS

SPDR SERIES TRUST

-6.31%

Shares365.3K

Event2026-03-31

Filed2026-05-11

BOXX

EA SERIES TRUST

New

Shares311.7K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-19.60%

Shares82.2K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

4.57%

Shares100.2K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

2.89%

Shares472.2K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

-11.94%

Shares246.2K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

26.90%

Shares475.5K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-1.51%

Shares103.0K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

170.01%

Shares388.1K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

-3.12%

Shares69.4K

Event2026-03-31

Filed2026-05-11

XLI

SELECT SECTOR SPDR TR

412.71%

Shares172.6K

Event2026-03-31

Filed2026-05-11

ESGU

ISHARES TR

-0.70%

Shares186.0K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-1.05%

Shares54.1K

Event2026-03-31

Filed2026-05-11

SHY

ISHARES TR

20.51%

Shares312.3K

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

-6.48%

Shares277.1K

Event2026-03-31

Filed2026-05-11