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The Analysis of ASHTON THOMAS SECURITIES, LLC's Holdings & P&L

Currently, ASHTON THOMAS SECURITIES, LLC holds 443 types of securities in its portfolio with a total value $796.5M. In the most recent quarter, they have increased their positions in IVV (+29.7K shares, valued at $19.4M), IEMG (+251.4K shares, valued at $17.5M), IEFA (+144.7K shares, valued at $13.1M); decreased their positions in GOVI (-117.2K shares, valued at $3.2M), ORCL (-12.5K shares, valued at $1.8M), BKNG (-304 shares, valued at $1.3M); initiated new positions in IVV (+29.7K shares, valued at $19.4M), IEMG (+251.4K shares, valued at $17.5M), IEFA (+144.7K shares, valued at $13.1M).

1M P&L

-9.5M-1.23%

3M P&L

-22.2M-2.84%

HY P&L

-3.0M-0.39%

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/A433.1M

61.9%

2Semiconductors25.1M

3.6%

3Software - Infrastructure20.3M

2.9%

Top Industries by Stock Count

1N/A238 stocks

57.2%

2Software - Application11 stocks

2.6%

3Drug Manufacturers - General8 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS85.6K shares15.96%2026-03-312026-05-18

OMFL INVESCO EXCH TRD SLF IDX FD390.0K shares4.28%2026-03-312026-05-18

NVDA NVIDIA CORPORATION117.7K shares3.83%2026-03-312026-05-18

XLG INVESCO EXCHANGE TRADED FD T356.6K shares4.74%2026-03-312026-05-18

IVV ISHARES TR29.7K sharesnew addition2026-03-312026-05-18

IEMG ISHARES INC251.4K sharesnew addition2026-03-312026-05-18

AAPL APPLE INC59.0K shares61.04%2026-03-312026-05-18

MSFT MICROSOFT CORP39.6K shares28.54%2026-03-312026-05-18

Sponsored

IEFA ISHARES TR144.7K sharesnew addition2026-03-312026-05-18

VEA VANGUARD TAX-MANAGED FDS192.4K shares-2.94%2026-03-312026-05-18

IMFL INVESCO EXCH TRD SLF IDX FD386.3K shares-0.17%2026-03-312026-05-18

IUSB ISHARES TR263.0K sharesnew addition2026-03-312026-05-18

ALPHABET INC ALPHABET INC37.4K shares38.86%2026-03-312026-05-18

META META PLATFORMS INC18.0K shares17.42%2026-03-312026-05-18

AMZN AMAZON COM INC49.3K shares28.42%2026-03-312026-05-18

VTEB VANGUARD MUN BD FDS194.2K shares19.19%2026-03-312026-05-18

Sponsored

AGG ISHARES TR91.8K sharesnew addition2026-03-312026-05-18

V VISA INC29.8K sharesnew addition2026-03-312026-05-18

DBMF LITMAN GREGORY FDS TR277.8K shares2.63%2026-03-312026-05-18

VCIT VANGUARD SCOTTSDALE FDS97.6K shares-0.37%2026-03-312026-05-18

DYNF BLACKROCK ETF TRUST135.9K shares3.18%2026-03-312026-05-18

PTLC PACER FDS TR144.1K sharesnew addition2026-03-312026-05-18

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.6K shares6.29%2026-03-312026-05-18

FMHI FIRST TR EXCH TRADED FD III146.3K shares6.88%2026-03-312026-05-18

Sponsored

IVW ISHARES TR56.9K sharesnew addition2026-03-312026-05-18

XLK SELECT SECTOR SPDR TR46.9K shares138.58%2026-03-312026-05-18

GTO INVESCO ACTIVELY MANAGED EXC132.5K shares-12.85%2026-03-312026-05-18

IWF ISHARES TR14.4K sharesnew addition2026-03-312026-05-18

EFV ISHARES TR80.8K sharesnew addition2026-03-312026-05-18

QUAL ISHARES TR31.1K sharesnew addition2026-03-312026-05-18

BROADCOM INC BROADCOM INC19.0K shares30.05%2026-03-312026-05-18

OXY OCCIDENTAL PETE CORP89.9K shares33.43%2026-03-312026-05-18

Sponsored

IVE ISHARES TR27.6K sharesnew addition2026-03-312026-05-18

DGRO ISHARES TR82.5K sharesnew addition2026-03-312026-05-18

BIL SPDR SERIES TRUST60.8K sharesnew addition2026-03-312026-05-18

MCK MCKESSON CORP6.4K shares-6.86%2026-03-312026-05-18

SCHC SCHWAB STRATEGIC TR118.0K shares3.63%2026-03-312026-05-18

OEF ISHARES TR17.0K sharesnew addition2026-03-312026-05-18

TSLA TESLA INC14.1K shares9.97%2026-03-312026-05-18

IWD ISHARES TR23.3K sharesnew addition2026-03-312026-05-18

Sponsored

ICLO INVESCO ACTIVELY MANAGED EXC176.0K shares1.88%2026-03-312026-05-18

TLH ISHARES TR42.2K sharesnew addition2026-03-312026-05-18

IJH ISHARES TR61.1K sharesnew addition2026-03-312026-05-18

ALPHABET INC ALPHABET INC14.3K shares4.93%2026-03-312026-05-18

UNP UNION PAC CORP16.7K shares5.10%2026-03-312026-05-18

JPM JPMORGAN CHASE & CO13.6K shares118.01%2026-03-312026-05-18

TFI SPDR SERIES TRUST87.8K shares6.10%2026-03-312026-05-18

PZA INVESCO EXCH TRADED FD TR II171.9K shares60.68%2026-03-312026-05-18

Sponsored

CME CME GROUP INC13.3K shares11.57%2026-03-312026-05-18

JPST J P MORGAN EXCHANGE TRADED F71.4K shares157.71%2026-03-312026-05-18

JMEE J P MORGAN EXCHANGE TRADED F53.9K shares3.67%2026-03-312026-05-18

NVS NOVARTIS AG23.0K sharesnew addition2026-03-312026-05-18

NFLX NETFLIX INC.35.6K shares-13.28%2026-03-312026-05-18

MBB ISHARES TR35.5K shares0.97%2026-03-312026-05-18

USFR WISDOMTREE TR66.0K sharesnew addition2026-03-312026-05-18

VUG VANGUARD INDEX FDS7.5K shares5.20%2026-03-312026-05-18

Sponsored

BAI BLACKROCK ETF TRUST98.3K shares-0.16%2026-03-312026-05-18

CGDV CAPITAL GROUP DIVIDEND VALUE75.7K shares0.66%2026-03-312026-05-18

FNV FRANCO NEV CORP12.6K shares-17.49%2026-03-312026-05-18

LLY ELI LILLY & CO3.4K sharesnew addition2026-03-312026-05-18

EMB ISHARES TR32.7K sharesnew addition2026-03-312026-05-18

COST COSTCO WHOLESALE CORPORATION3.1K shares46.74%2026-03-312026-05-18

MKL MARKEL GROUP INC1.6K shares-5.82%2026-03-312026-05-18

FLRT PACER FDS TR64.4K sharesnew addition2026-03-312026-05-18

Sponsored

JMST J P MORGAN EXCHANGE TRADED F56.7K shares6.15%2026-03-312026-05-18

VIS VANGUARD WORLD FD9.2K shares8.56%2026-03-312026-05-18

JNJ JOHNSON & JOHNSON11.6K shares43.51%2026-03-312026-05-18

TMO THERMO FISHER SCIENTIFIC INC5.8K shares-2.94%2026-03-312026-05-18

THRO BLACKROCK ETF TRUST78.0K shares5.33%2026-03-312026-05-18

DIS DISNEY WALT CO29.3K shares-11.07%2026-03-312026-05-18

XOM EXXON MOBIL CORP16.6K shares-12.16%2026-03-312026-05-18

WMT WALMART INC22.4K shares142.15%2026-03-312026-05-18

Sponsored

BINC BLACKROCK ETF TRUST II53.1K shares10.33%2026-03-312026-05-18

HDV ISHARES TR20.3K sharesnew addition2026-03-312026-05-18

CB CHUBB LTD SWITZ8.3K sharesnew addition2026-03-312026-05-18

PTNQ PACER FDS TR36.8K sharesnew addition2026-03-312026-05-18

OTIS OTIS WORLDWIDE CORP34.8K shares31.40%2026-03-312026-05-18

IWM ISHARES TR10.8K sharesnew addition2026-03-312026-05-18

ILCV ISHARES TR28.2K sharesnew addition2026-03-312026-05-18

DMAX ISHARES TR98.9K sharesnew addition2026-03-312026-05-18

Sponsored

DNOV FIRST TR EXCHNG TRADED FD VI54.5K shares0.00%2026-03-312026-05-18

MAXJ ISHARES TR92.1K sharesnew addition2026-03-312026-05-18

VTI VANGUARD INDEX FDS8.0K shares0.12%2026-03-312026-05-18

ZTS ZOETIS INC21.7K shares9.88%2026-03-312026-05-18

ILCG ISHARES TR26.9K sharesnew addition2026-03-312026-05-18

BN BROOKFIELD CORP63.2K shares-25.30%2026-03-312026-05-18

SOXX ISHARES TR7.4K sharesnew addition2026-03-312026-05-18

HSY HERSHEY CO11.7K shares-4.33%2026-03-312026-05-18

Sponsored

ISHARES GOLD TR ISHARES GOLD TR27.3K shares-18.90%2026-03-312026-05-18

HD HOME DEPOT INC7.2K shares265.73%2026-03-312026-05-18

ADBE ADOBE INC9.7K sharesnew addition2026-03-312026-05-18

IAGG ISHARES TR46.6K sharesnew addition2026-03-312026-05-18

MMC MARSH & MCLENNAN COS INC13.4K shares7.06%2026-03-312026-05-18

CGUS CAPITAL GROUP CORE EQUITY ET60.5K shares2.20%2026-03-312026-05-18

A AGILENT TECHNOLOGIES INC20.0K shares47.07%2026-03-312026-05-18

BGC BGC GROUP INC231.9K shares0.00%2026-03-312026-05-18

Sponsored

ORCL ORACLE CORP14.9K shares-45.61%2026-03-312026-05-18

LMT LOCKHEED MARTIN CORP3.5K shares-13.87%2026-03-312026-05-18

USRT ISHARES TR35.4K sharesnew addition2026-03-312026-05-18

KO COCA COLA CO27.0K shares112.41%2026-03-312026-05-18

PPA INVESCO EXCHANGE TRADED FD T12.1K shares-1.11%2026-03-312026-05-18

BA BOEING CO10.1K shares0.13%2026-03-312026-05-18

EATON CORP PLC EATON CORP PLC5.5K sharesnew addition2026-03-312026-05-18

MTUM ISHARES TR8.1K sharesnew addition2026-03-312026-05-18

Sponsored

AON PLC AON PLC6.0K sharesnew addition2026-03-312026-05-18

FALN ISHARES TR72.6K sharesnew addition2026-03-312026-05-18

IUSG ISHARES TR12.3K sharesnew addition2026-03-312026-05-18

VTV VANGUARD INDEX FDS9.7K shares-8.31%2026-03-312026-05-18

NAN NUVEEN NY DIVI ADV166.6K sharesnew addition2026-03-312026-05-18

VZ VERIZON COMMUNICATIONS INC35.7K shares33.79%2026-03-312026-05-18

PANW PALO ALTO NETWORKS INC10.9K shares-16.07%2026-03-312026-05-18

GS GOLDMAN SACHS GROUP INC2.0K shares20.98%2026-03-312026-05-18

Sponsored

BKNG BOOKING HOLDINGS INC408 shares-42.70%2026-03-312026-05-18

DGRW WISDOMTREE TR19.1K sharesnew addition2026-03-312026-05-18

ARISTA NETWORKS INC ARISTA NETWORKS INC13.7K shares-1.05%2026-03-312026-05-18

T AT&T INC57.6K shares9.20%2026-03-312026-05-18

XLF SELECT SECTOR SPDR TR33.2K shares-6.94%2026-03-312026-05-18

TJX TJX COS INC NEW10.1K shares12.16%2026-03-312026-05-18

PEP PEPSICO INC10.0K shares24.19%2026-03-312026-05-18

SHOP SHOPIFY INC13.0K sharesnew addition2026-03-312026-05-18

Sponsored

VTN INVESCO TR INVT GRADE NEW YO141.2K shares-1.88%2026-03-312026-05-18

UHAL.B U HAUL HOLDING COMPANY33.7K shares10.96%2026-03-312026-05-18

ZTR VIRTUS TOTAL RETURN FD INC226.8K shares99.82%2026-03-312026-05-18

BSJS INVESCO EXCH TRD SLF IDX FD69.1K shares0.07%2026-03-312026-05-18

ITOT ISHARES TR10.5K sharesnew addition2026-03-312026-05-18

BNDX VANGUARD CHARLOTTE FDS30.8K shares2.83%2026-03-312026-05-18

ISRG INTUITIVE SURGICAL INC3.2K shares-1.81%2026-03-312026-05-18

BSJT INVESCO EXCH TRD SLF IDX FD69.6K shares0.10%2026-03-312026-05-18

Sponsored

CAT CATERPILLAR INC2.1K shares217.41%2026-03-312026-05-18

UNH UNITEDHEALTH GROUP INC5.4K shares7.22%2026-03-312026-05-18

GOVI INVESCO EXCH TRADED FD TR II53.2K shares-68.76%2026-03-312026-05-18

CVX CHEVRON CORPORATION7.0K shares22.00%2026-03-312026-05-18

BSV VANGUARD BD INDEX FDS18.3K shares10.33%2026-03-312026-05-18

XLC SELECT SECTOR SPDR TR12.6K shares-6.80%2026-03-312026-05-18

PM PHILIP MORRIS INTL INC8.3K shares-25.89%2026-03-312026-05-18

VRTX VERTEX PHARMACEUTICALS INC3.0K shares5.03%2026-03-312026-05-18

Sponsored

NEE NEXTERA ENERGY INC14.7K shares40.68%2026-03-312026-05-18

CNC CENTENE CORP DEL41.5K shares-23.71%2026-03-312026-05-18

BAC BANK AMERICA CORP27.1K shares13.65%2026-03-312026-05-18

QQEW FIRST TR EXCHANGE-TRADED FD10.4K sharesnew addition2026-03-312026-05-18

CGBL CAPITAL GROUP CORE BALANCED38.2K shares4.29%2026-03-312026-05-18

CRM SALESFORCE INC7.0K shares34.75%2026-03-312026-05-18

SEPM FIRST TR EXCHNG TRADED FD VI41.0K shares0.00%2026-03-312026-05-18

VIG VANGUARD SPECIALIZED FUNDS6.0K shares0.00%2026-03-312026-05-18

Sponsored

ISHARES TR ISHARES TR52.1K sharesnew addition2026-03-312026-05-18

NMRK NEWMARK GROUP INC85.9K shares0.22%2026-03-312026-05-18

ITA ISHARES TR5.7K sharesnew addition2026-03-312026-05-18

MNST MONSTER BEVERAGE CORP NEW17.2K shares0.42%2026-03-312026-05-18

GEV GE VERNOVA INC1.4K shares12.75%2026-03-312026-05-18

CGGR CAPITAL GROUP GROWTH ETF29.9K shares1.90%2026-03-312026-05-18

ABBV ABBVIE INC5.5K shares124.65%2026-03-312026-05-18

CGIE CAPITAL GROUP INTERNATIONAL35.0K shares140.21%2026-03-312026-05-18

Sponsored

HWM HOWMET AEROSPACE INC5.1K shares-2.33%2026-03-312026-05-18

PH PARKER-HANNIFIN CORP1.3K shares11.61%2026-03-312026-05-18

XLV SELECT SECTOR SPDR TR7.9K shares-13.35%2026-03-312026-05-18

MPC MARATHON PETE CORP4.7K sharesnew addition2026-03-312026-05-18

MSI MOTOROLA SOLUTIONS INC2.6K sharesnew addition2026-03-312026-05-18

TSM TAIWAN SEMICONDUCTOR MANUFAC3.4K shares0.60%2026-03-312026-05-18

XLP SELECT SECTOR SPDR TR13.8K shares-2.26%2026-03-312026-05-18

MO ALTRIA GROUP INC16.7K shares-3.26%2026-03-312026-05-18

Sponsored

IYW ISHARES TR6.1K sharesnew addition2026-03-312026-05-18

SPXX NUVEEN S&P 500 DYNAMIC OVERW68.3K sharesnew addition2026-03-312026-05-18

ADI ANALOG DEVICES INC3.4K shares68.47%2026-03-312026-05-18

ORLY OREILLY AUTOMOTIVE INC11.4K shares-1.95%2026-03-312026-05-18

WELL WELLTOWER INC5.2K shares-0.36%2026-03-312026-05-18

MERCK & CO INC MERCK & CO INC8.3K shares17.67%2026-03-312026-05-18

WMB WILLIAMS COS INC13.4K shares8.09%2026-03-312026-05-18

REGN REGENERON PHARMACEUTICALS1.3K shares3.71%2026-03-312026-05-18

Sponsored

PGR PROGRESSIVE CORP4.7K shares-18.63%2026-03-312026-05-18

ADSK AUTODESK INC3.9K shares-1.38%2026-03-312026-05-18

TLT ISHARES TR10.8K sharesnew addition2026-03-312026-05-18

AOD ABRDN TOTAL DYNAMIC DIVIDEND100.5K shares0.00%2026-03-312026-05-18

THE CIGNA GROUP THE CIGNA GROUP3.4K shares-4.34%2026-03-312026-05-18

SGOV ISHARES TR9.0K sharesnew addition2026-03-312026-05-18

USMV ISHARES TR9.5K sharesnew addition2026-03-312026-05-18

AEP AMERICAN ELEC PWR CO INC6.7K shares-16.97%2026-03-312026-05-18

Sponsored

APH AMPHENOL CORP6.9K shares26.73%2026-03-312026-05-18

VWO VANGUARD INTL EQUITY INDEX F16.1K shares-0.54%2026-03-312026-05-18

IGM ISHARES TR7.3K sharesnew addition2026-03-312026-05-18

DE DEERE & CO1.5K shares25.76%2026-03-312026-05-18

XLU SELECT SECTOR SPDR TR18.8K shares0.78%2026-03-312026-05-18

RDIV INVESCO EXCH TRADED FD TR II15.2K shares0.20%2026-03-312026-05-18

DVN DEVON ENERGY CORP NEW16.6K sharesnew addition2026-03-312026-05-18

ALL ALLSTATE CORP4.0K shares21.41%2026-03-312026-05-18

Sponsored

AMD ADVANCED MICRO DEVICES INC4.1K shares40.27%2026-03-312026-05-18

ECL ECOLAB INC3.1K shares6.89%2026-03-312026-05-18

DTD WISDOMTREE TR9.3K sharesnew addition2026-03-312026-05-18

YUM YUM BRANDS INC5.2K shares1.69%2026-03-312026-05-18

IBM INTERNATIONAL BUSINESS MACHS3.3K shares21.73%2026-03-312026-05-18

KR KROGER CO10.9K shares-2.89%2026-03-312026-05-18

KAT ADVISORS SER TR14.5K shares6.47%2026-03-312026-05-18

MCD MCDONALDS CORP2.5K shares24.24%2026-03-312026-05-18

Sponsored

VMBS VANGUARD SCOTTSDALE FDS16.5K shares2.64%2026-03-312026-05-18

VB VANGUARD INDEX FDS2.9K shares-0.54%2026-03-312026-05-18

GDV GABELLI DIVID & INCOME TR28.2K shares0.00%2026-03-312026-05-18

BGR BLACKROCK ENERGY & RES TR43.9K shares-1.13%2026-03-312026-05-18

QQQM INVESCO EXCH TRADED FD TR II3.2K shares591.94%2026-03-312026-05-18

SBUX STARBUCKS CORP8.4K shares8.70%2026-03-312026-05-18

KLAC KLA CORP509 shares-6.61%2026-03-312026-05-18

MUB ISHARES TR7.1K sharesnew addition2026-03-312026-05-18

Sponsored

VHT VANGUARD WORLD FD2.7K shares0.00%2026-03-312026-05-18

ALPS ETF TR ALPS ETF TR13.5K sharesnew addition2026-03-312026-05-18

HLT HILTON WORLDWIDE HLDGS INC2.3K sharesnew addition2026-03-312026-05-18

PLTR PALANTIR TECHNOLOGIES INC4.8K shares7.07%2026-03-312026-05-18

MCO MOODYS CORP1.6K shares1.40%2026-03-312026-05-18

WM WASTE MGMT INC DEL3.0K sharesnew addition2026-03-312026-05-18

BIV VANGUARD BD INDEX FDS9.0K shares-0.71%2026-03-312026-05-18

NOW SERVICENOW INC6.6K shares4.25%2026-03-312026-05-18

Sponsored

CMI CUMMINS INC1.3K sharesnew addition2026-03-312026-05-18

MA MASTERCARD INCORPORATED1.4K shares10.52%2026-03-312026-05-18

USA LIBERTY ALL STAR EQUITY FD122.6K shares-7.38%2026-03-312026-05-18

IWR ISHARES TR6.9K sharesnew addition2026-03-312026-05-18

WFC WELLS FARGO & CO8.4K shares88.76%2026-03-312026-05-18

GGN GAMCO GLOBAL GOLD NAT RES &125.7K shares0.00%2026-03-312026-05-18

BLV VANGUARD BD INDEX FDS9.6K shares-7.54%2026-03-312026-05-18

BLACKSTONE INC BLACKSTONE INC5.5K shares-2.02%2026-03-312026-05-18

Sponsored

CSCO CISCO SYS INC8.2K shares37.93%2026-03-312026-05-18

UBER UBER TECHNOLOGIES INC8.7K shares3.20%2026-03-312026-05-18

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.7K shares-15.68%2026-03-312026-05-18

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.7K shares0.02%2026-03-312026-05-18

ASML ASML HLDG NV456 sharesnew addition2026-03-312026-05-18

NYF ISHARES TR11.3K sharesnew addition2026-03-312026-05-18

INVESCO QQQ TR INVESCO QQQ TR1.0K sharesnew addition2026-03-312026-05-18

AXP AMERICAN EXPRESS CO2.0K shares3.18%2026-03-312026-05-18

Sponsored

AWK AMERICAN WTR WKS CO INC NEW4.3K shares-6.86%2026-03-312026-05-18

MCR MFS CHARTER INCOME TR96.7K shares9.02%2026-03-312026-05-18

TKO TKO GROUP HOLDINGS INC2.9K shares-0.38%2026-03-312026-05-18

BND VANGUARD BD INDEX FDS7.8K shares-12.44%2026-03-312026-05-18

PG PROCTER & GAMBLE CO4.0K shares-3.13%2026-03-312026-05-18

EXC EXELON CORP11.6K shares-4.44%2026-03-312026-05-18

MU MICRON TECHNOLOGY INC1.7K shares4.08%2026-03-312026-05-18

VEU VANGUARD INTL EQUITY INDEX F7.5K shares-0.44%2026-03-312026-05-18

Sponsored

XLY SELECT SECTOR SPDR TR5.1K shares-5.13%2026-03-312026-05-18

EXPD EXPEDITORS INTL WASH INC3.8K shares0.21%2026-03-312026-05-18

BP BP PLC11.3K sharesnew addition2026-03-312026-05-18

EFAV ISHARES TR5.8K sharesnew addition2026-03-312026-05-18

IXC ISHARES TR9.2K sharesnew addition2026-03-312026-05-18

AIG AMERICAN INTL GROUP INC7.0K shares-29.13%2026-03-312026-05-18

SPY STATE STR SPDR S&P 500 ETF T804 shares-37.09%2026-03-312026-05-18

DB DEUTSCHE BK AG17.5K shares0.00%2026-03-312026-05-18

Sponsored

IJR ISHARES TR4.1K sharesnew addition2026-03-312026-05-18

CNP CENTERPOINT ENERGY INC11.7K shares-3.96%2026-03-312026-05-18

NRK NUVEEN NY AMT FREE49.3K shares0.00%2026-03-312026-05-18

QCOM QUALCOMM INC3.8K shares0.08%2026-03-312026-05-18

PFF ISHARES TR16.0K sharesnew addition2026-03-312026-05-18

XEL XCEL ENERGY INC6.0K shares-6.93%2026-03-312026-05-18

MEDTRONIC PLC MEDTRONIC PLC5.5K sharesnew addition2026-03-312026-05-18

IEUR ISHARES TR6.8K sharesnew addition2026-03-312026-05-18

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.6K sharesnew addition2026-03-312026-05-18

DVY ISHARES TR3.1K sharesnew addition2026-03-312026-05-18

AMAT APPLIED MATLS INC1.4K shares5.29%2026-03-312026-05-18

VGT VANGUARD WORLD FD655 shares0.00%2026-03-312026-05-18

CINF CINCINNATI FINL CORP2.9K shares-4.14%2026-03-312026-05-18

DRI DARDEN RESTAURANTS INC2.3K sharesnew addition2026-03-312026-05-18

O REALTY INCOME CORP7.3K sharesnew addition2026-03-312026-05-18

GLOF ISHARES TR8.5K sharesnew addition2026-03-312026-05-18

Sponsored

ENB ENBRIDGE INC8.1K shares-5.04%2026-03-312026-05-18

SEIC SEI INVTS CO5.6K shares0.36%2026-03-312026-05-18

IDXX IDEXX LABS INC777 shares0.13%2026-03-312026-05-18

JEPI J P MORGAN EXCHANGE TRADED F7.6K shares0.00%2026-03-312026-05-18

MDB MONGODB INC1.8K sharesnew addition2026-03-312026-05-18

IEF ISHARES TR4.4K sharesnew addition2026-03-312026-05-18

TT TRANE TECHNOLOGIES PLC996 sharesnew addition2026-03-312026-05-18

AMGN AMGEN INC1.2K shares15.59%2026-03-312026-05-18

Sponsored

SPYG SPDR SERIES TRUST4.2K sharesnew addition2026-03-312026-05-18

LINDE PLC LINDE PLC810 sharesnew addition2026-03-312026-05-18

RTX RTX CORPORATION2.1K shares0.48%2026-03-312026-05-18

GE AEROSPACE GE AEROSPACE1.4K sharesnew addition2026-03-312026-05-18

NVO NOVO-NORDISK A S10.8K shares1.09%2026-03-312026-05-18

IBB ISHARES TR2.3K sharesnew addition2026-03-312026-05-18

FIX COMFORT SYS USA INC281 shares-13.54%2026-03-312026-05-18

SCHW SCHWAB CHARLES CORP4.1K shares5.62%2026-03-312026-05-18

Sponsored

ADVISOR MANAGED PORTFOLIOS ADVISOR MANAGED PORTFOLIOS15.2K shares0.00%2026-03-312026-05-18

IMCB ISHARES TR4.5K sharesnew addition2026-03-312026-05-18

JCI JOHNSON CONTROLS INTERNATION2.9K sharesnew addition2026-03-312026-05-18

PSX PHILLIPS 662.0K shares0.20%2026-03-312026-05-18

LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares1.47%2026-03-312026-05-18

BUFR FIRST TR EXCHNG TRADED FD VI10.9K shares5570.98%2026-03-312026-05-18

SYK STRYKER CORPORATION1.1K shares-5.49%2026-03-312026-05-18

ETR ENTERGY CORP NEW3.3K sharesnew addition2026-03-312026-05-18

Sponsored

VST VISTRA CORP2.4K shares14.15%2026-03-312026-05-18

VNQ VANGUARD INDEX FDS4.1K shares-14.56%2026-03-312026-05-18

GLD SPDR GOLD TR835 sharesnew addition2026-03-312026-05-18

ABT ABBOTT LABORATORIES3.4K shares-12.15%2026-03-312026-05-18

HON HONEYWELL INTL INC1.6K shares8.06%2026-03-312026-05-18

IBKR INTERACTIVE BROKERS GROUP IN5.2K sharesnew addition2026-03-312026-05-18

CDNS CADENCE DESIGN SYSTEM INC1.3K shares20.48%2026-03-312026-05-18

NOC NORTHROP GRUMMAN CORP499 shares-5.67%2026-03-312026-05-18

Sponsored

VO VANGUARD INDEX FDS1.2K shares-0.26%2026-03-312026-05-18

CMCSA COMCAST CORP NEW11.1K sharesnew addition2026-03-312026-05-18

MYN BLACKROCK MUNIYIELD N Y QUAL33.0K shares0.00%2026-03-312026-05-18

CITIGROUP INC CITIGROUP INC2.8K shares21.21%2026-03-312026-05-18

PAYX PAYCHEX INC3.4K shares0.84%2026-03-312026-05-18

XYZ BLOCK INC5.1K shares7.89%2026-03-312026-05-18

GILD GILEAD SCIENCES INC2.2K shares7.47%2026-03-312026-05-18

APP APPLOVIN CORP766 shares1.73%2026-03-312026-05-18

Sponsored

EPS WISDOMTREE TR4.4K sharesnew addition2026-03-312026-05-18

NKE NIKE INC5.6K shares-12.04%2026-03-312026-05-18

SPGI S&P GLOBAL INC674 shares29.12%2026-03-312026-05-18

WDAY WORKDAY INC2.2K shares6.16%2026-03-312026-05-18

TRGP TARGA RES CORP1.1K shares1.69%2026-03-312026-05-18

TGT TARGET CORP2.3K sharesnew addition2026-03-312026-05-18

TPR TAPESTRY INC2.0K shares4.71%2026-03-312026-05-18

STIP ISHARES TR2.7K sharesnew addition2026-03-312026-05-18

Sponsored

ABVX ABIVAX SA2.5K sharesnew addition2026-03-312026-05-18

VXUS VANGUARD STAR FDS3.6K shares0.00%2026-03-312026-05-18

MS MORGAN STANLEY1.6K shares7.23%2026-03-312026-05-18

TRV TRAVELERS COMPANIES INC917 shares0.00%2026-03-312026-05-18

BLACKROCK INC BLACKROCK INC277 shares9.92%2026-03-312026-05-18

HAS HASBRO INC2.8K shares0.00%2026-03-312026-05-18

BNL BROADSTONE NET LEASE INC14.6K shares0.00%2026-03-312026-05-18

EVV EATON VANCE LIMITED DURATION28.0K shares21.74%2026-03-312026-05-18

Sponsored

FIS FIDELITY NATL INFORMATION SV5.5K sharesnew addition2026-03-312026-05-18

INTC INTEL CORP5.8K shares4.75%2026-03-312026-05-18

ATO ATMOS ENERGY CORP1.4K shares-1.52%2026-03-312026-05-18

IXUS ISHARES TR2.9K sharesnew addition2026-03-312026-05-18

XLI SELECT SECTOR SPDR TR1.5K shares69.00%2026-03-312026-05-18

ISCV ISHARES TR3.5K sharesnew addition2026-03-312026-05-18

FCX FREEPORT MCMORAN INC4.1K shares-15.21%2026-03-312026-05-18

VFLO VICTORY PORTFOLIOS II6.1K sharesnew addition2026-03-312026-05-18

Sponsored

ET ENERGY TRANSFER L P12.4K shares18.10%2026-03-312026-05-18

IJS ISHARES TR2.0K sharesnew addition2026-03-312026-05-18

PYPL PAYPAL HLDGS INC5.2K shares15.35%2026-03-312026-05-18

PFFD GLOBAL X FDS12.8K sharesnew addition2026-03-312026-05-18

HYG ISHARES TR3.0K sharesnew addition2026-03-312026-05-18

LOW LOWES COS INC994 shares-7.71%2026-03-312026-05-18

CEG CONSTELLATION ENERGY CORP837 shares4.49%2026-03-312026-05-18

MMT MFS MULTIMARKET INCOME TR50.5K shares0.00%2026-03-312026-05-18

Sponsored

INTU INTUIT538 shares-17.36%2026-03-312026-05-18

JBL JABIL INC878 sharesnew addition2026-03-312026-05-18

MEDP MEDPACE HLDGS INC484 shares2.98%2026-03-312026-05-18

TXN TEXAS INSTRS INC1.2K sharesnew addition2026-03-312026-05-18

ORI OLD REP INTL CORP5.8K shares-5.24%2026-03-312026-05-18

ALNY ALNYLAM PHARMACEUTICALS INC696 shares1.16%2026-03-312026-05-18

CBOE CBOE GLOBAL MKTS INC817 sharesnew addition2026-03-312026-05-18

PFE PFIZER INC8.1K sharesnew addition2026-03-312026-05-18

Sponsored

ACGL ARCH CAP GROUP LTD2.4K shares12.88%2026-03-312026-05-18

FDS FACTSET RESH SYS INC1.0K shares-1.89%2026-03-312026-05-18

TIP ISHARES TR2.0K sharesnew addition2026-03-312026-05-18

HUBBELL INC HUBBELL INC459 shares0.22%2026-03-312026-05-18

CGXU CAPITAL GROUP INTL FOCUS EQT7.6K sharesnew addition2026-03-312026-05-18

BBY BEST BUY INC3.5K sharesnew addition2026-03-312026-05-18

ILMN ILLUMINA INC1.8K shares-26.95%2026-03-312026-05-18

COP CONOCOPHILLIPS1.7K sharesnew addition2026-03-312026-05-18

Sponsored

WDC WESTERN DIGITAL CORP817 sharesnew addition2026-03-312026-05-18

DIA STATE STR SPDR DOW JONES IND476 shares0.00%2026-03-312026-05-18

CRWD CROWDSTRIKE HLDGS INC564 shares16.77%2026-03-312026-05-18

NFJ VIRTUS DIVIDEND INTEREST & P17.4K shares0.00%2026-03-312026-05-18

YUMC YUM CHINA HLDGS INC4.5K shares4.65%2026-03-312026-05-18

PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2026-03-312026-05-18

GOVT ISHARES TR9.4K sharesnew addition2026-03-312026-05-18

DG DOLLAR GEN CORP1.8K sharesnew addition2026-03-312026-05-18

Sponsored

HQH ABRDN HEALTHCARE INVESTORS11.6K shares6.54%2026-03-312026-05-18

OTF BLUE OWL TECHNOLOGY FIN CORP16.2K sharesnew addition2026-03-312026-05-18

IYG ISHARES TR2.4K sharesnew addition2026-03-312026-05-18

BOE BLACKROCK ENHANCED GLOBAL17.8K shares0.00%2026-03-312026-05-18

IYLD ISHARES TR8.8K sharesnew addition2026-03-312026-05-18

HBAN HUNTINGTON BANCSHARES INC11.3K shares-6.44%2026-03-312026-05-18

BSJR INVESCO EXCH TRD SLF IDX FD7.7K shares0.00%2026-03-312026-05-18

VCSH VANGUARD SCOTTSDALE FDS2.1K shares-1.39%2026-03-312026-05-18

Sponsored

GSLC GOLDMAN SACHS ETF TR1.3K shares0.00%2026-03-312026-05-18

IEI ISHARES TR1.3K sharesnew addition2026-03-312026-05-18

CGCB CAPITAL GRP FIXED INCM ETF T5.6K shares0.00%2026-03-312026-05-18

VGSH VANGUARD SCOTTSDALE FDS2.5K shares0.00%2026-03-312026-05-18

RWJ INVESCO EXCH TRADED FD TR II2.8K sharesnew addition2026-03-312026-05-18

SCHR SCHWAB STRATEGIC TR5.5K shares-1.62%2026-03-312026-05-18

BBAG J P MORGAN EXCHANGE TRADED F2.9K sharesnew addition2026-03-312026-05-18

GHI GREYSTONE HOUSING IMPACT INV25.1K sharesnew addition2026-03-312026-05-18

Sponsored

EFG ISHARES TR1.1K sharesnew addition2026-03-312026-05-18

SJNK SPDR SERIES TRUST4.6K shares81.47%2026-03-312026-05-18

XLE SELECT SECTOR SPDR TR1.7K shares148.85%2026-03-312026-05-18

IGD VOYA GLBL EQTY DIV & PREM OP18.2K shares0.00%2026-03-312026-05-18

CGSM CAPITAL GRP FIXED INCM ETF T3.8K sharesnew addition2026-03-312026-05-18

IHI ISHARES TR1.9K sharesnew addition2026-03-312026-05-18

BKLN INVESCO EXCH TRADED FD TR II4.7K shares0.00%2026-03-312026-05-18

FNDE SCHWAB STRATEGIC TR2.5K shares0.60%2026-03-312026-05-18

Sponsored

VPL VANGUARD INTL EQUITY INDEX F986 shares-68.63%2026-03-312026-05-18

GOVZ ISHARES TR10.1K sharesnew addition2026-03-312026-05-18

VDE VANGUARD WORLD FD477 shares0.00%2026-03-312026-05-18

JIRE J P MORGAN EXCHANGE TRADED F995 shares0.00%2026-03-312026-05-18

SLYV SPDR SERIES TRUST793 sharesnew addition2026-03-312026-05-18

VOX VANGUARD WORLD FD402 shares-1.23%2026-03-312026-05-18

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II905 sharesnew addition2026-03-312026-05-18

SCHP SCHWAB STRATEGIC TR2.4K shares-0.69%2026-03-312026-05-18

Sponsored

EHI WESTERN ASSET GBL HIGH INC F11.0K sharesnew addition2026-03-312026-05-18

HIX WESTERN ASSET HIGH INCOM FD16.0K shares45.45%2026-03-312026-05-18

FLRN SPDR SERIES TRUST1.9K shares0.00%2026-03-312026-05-18

ISCB ISHARES TR900 sharesnew addition2026-03-312026-05-18

ICVT ISHARES TR569 sharesnew addition2026-03-312026-05-18

VGLT VANGUARD SCOTTSDALE FDS1.0K shares0.20%2026-03-312026-05-18

GBIL GOLDMAN SACHS ETF TR550 sharesnew addition2026-03-312026-05-18

BSJQ INVESCO EXCH TRD SLF IDX FD2.4K shares0.00%2026-03-312026-05-18

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T1.9K shares0.00%2026-03-312026-05-18

VOT VANGUARD INDEX FDS168 shares0.00%2026-03-312026-05-18

REM ISHARES TR2.0K sharesnew addition2026-03-312026-05-18

XNTK SPDR SERIES TRUST160 sharesnew addition2026-03-312026-05-18

GSIE GOLDMAN SACHS ETF TR921 shares0.00%2026-03-312026-05-18

SPYM SPDR SERIES TRUST487 sharesnew addition2026-03-312026-05-18

IJT ISHARES TR256 sharesnew addition2026-03-312026-05-18

VPU VANGUARD WORLD FD167 shares0.00%2026-03-312026-05-18

Sponsored

SCHD SCHWAB STRATEGIC TR1.1K sharesnew addition2026-03-312026-05-18

IWP ISHARES TR236 sharesnew addition2026-03-312026-05-18

SHY ISHARES TR362 sharesnew addition2026-03-312026-05-18

VFH VANGUARD WORLD FD234 shares0.00%2026-03-312026-05-18

VAW VANGUARD WORLD FD120 shares0.00%2026-03-312026-05-18

VCR VANGUARD WORLD FD75 shares0.00%2026-03-312026-05-18

XLB SELECT SECTOR SPDR TR524 sharesnew addition2026-03-312026-05-18

VDC VANGUARD WORLD FD115 shares0.00%2026-03-312026-05-18

Sponsored

EEM ISHARES TR421 sharesnew addition2026-03-312026-05-18

IGRO ISHARES TR200 sharesnew addition2026-03-312026-05-18

IXN ISHARES TR150 sharesnew addition2026-03-312026-05-18

IJJ ISHARES TR106 sharesnew addition2026-03-312026-05-18

FNDF SCHWAB STRATEGIC TR281 shares0.00%2026-03-312026-05-18

IWS ISHARES TR92 sharesnew addition2026-03-312026-05-18

INDS PACER FDS TR300 sharesnew addition2026-03-312026-05-18

VGK VANGUARD INTL EQUITY INDEX F131 shares89.86%2026-03-312026-05-18

Sponsored

EFA ISHARES TR110 sharesnew addition2026-03-312026-05-18

SPDR SERIES TRUST SPDR SERIES TRUST110 sharesnew addition2026-03-312026-05-18

DXJ WISDOMTREE TR56 sharesnew addition2026-03-312026-05-18

SPIP SPDR SERIES TRUST324 sharesnew addition2026-03-312026-05-18

HEDJ WISDOMTREE TR138 sharesnew addition2026-03-312026-05-18

IGV ISHARES TR89 sharesnew addition2026-03-312026-05-18

BUFQ FIRST TR EXCHNG TRADED FD VI182 sharesnew addition2026-03-312026-05-18

VSS VANGUARD INTL EQUITY INDEX F44 shares193.33%2026-03-312026-05-18

Sponsored

URA GLOBAL X FDS120 sharesnew addition2026-03-312026-05-18

PJP INVESCO EXCHANGE TRADED FD T55 shares0.00%2026-03-312026-05-18

JQUA J P MORGAN EXCHANGE TRADED F83 shares0.00%2026-03-312026-05-18

ESGU ISHARES TR35 sharesnew addition2026-03-312026-05-18

DEM WISDOMTREE TR75 sharesnew addition2026-03-312026-05-18

IHDG WISDOMTREE TR67 sharesnew addition2026-03-312026-05-18

TFLO ISHARES TR62 sharesnew addition2026-03-312026-05-18

FLOT ISHARES TR60 sharesnew addition2026-03-312026-05-18

Sponsored

SPIB SPDR SERIES TRUST81 sharesnew addition2026-03-312026-05-18

HYDB ISHARES TR58 sharesnew addition2026-03-312026-05-18

SHV ISHARES TR24 sharesnew addition2026-03-312026-05-18

VGIT VANGUARD SCOTTSDALE FDS44 shares0.00%2026-03-312026-05-18

VBR VANGUARD INDEX FDS12 shares0.00%2026-03-312026-05-18

BUG GLOBAL X FDS100 sharesnew addition2026-03-312026-05-18

VXF VANGUARD INDEX FDS12 shares0.00%2026-03-312026-05-18

EMXC ISHARES INC22 sharesnew addition2026-03-312026-05-18

Sponsored

SUB ISHARES TR14 sharesnew addition2026-03-312026-05-18

GSEP FIRST TR EXCHNG TRADED FD VI20 shares0.00%2026-03-312026-05-18

OXY.WS OCCIDENTAL PETE CORP7 shares0.00%2026-03-312026-05-18

VANGUARD INDEX FDS

15.96%

Shares85.6K

Event2026-03-31

Filed2026-05-18

OMFL

INVESCO EXCH TRD SLF IDX FD

4.28%

Shares390.0K

Event2026-03-31

Filed2026-05-18

NVDA

NVIDIA CORPORATION

3.83%

Shares117.7K

Event2026-03-31

Filed2026-05-18

XLG

INVESCO EXCHANGE TRADED FD T

4.74%

Shares356.6K

Event2026-03-31

Filed2026-05-18

IVV

ISHARES TR

New

Shares29.7K

Event2026-03-31

Filed2026-05-18

IEMG

ISHARES INC

New

Shares251.4K

Event2026-03-31

Filed2026-05-18

AAPL

APPLE INC

61.04%

Shares59.0K

Event2026-03-31

Filed2026-05-18

MSFT

MICROSOFT CORP

28.54%

Shares39.6K

Event2026-03-31

Filed2026-05-18

IEFA

ISHARES TR

New

Shares144.7K

Event2026-03-31

Filed2026-05-18

VEA

VANGUARD TAX-MANAGED FDS

-2.94%

Shares192.4K

Event2026-03-31

Filed2026-05-18

IMFL

INVESCO EXCH TRD SLF IDX FD

-0.17%

Shares386.3K

Event2026-03-31

Filed2026-05-18

IUSB

ISHARES TR

New

Shares263.0K

Event2026-03-31

Filed2026-05-18

ALPHABET INC

38.86%

Shares37.4K

Event2026-03-31

Filed2026-05-18

META

META PLATFORMS INC

17.42%

Shares18.0K

Event2026-03-31

Filed2026-05-18

AMZN

AMAZON COM INC

28.42%

Shares49.3K

Event2026-03-31

Filed2026-05-18

VTEB

VANGUARD MUN BD FDS

19.19%

Shares194.2K

Event2026-03-31

Filed2026-05-18

AGG

ISHARES TR

New

Shares91.8K

Event2026-03-31

Filed2026-05-18

VISA INC

New

Shares29.8K

Event2026-03-31

Filed2026-05-18

DBMF

LITMAN GREGORY FDS TR

2.63%

Shares277.8K

Event2026-03-31

Filed2026-05-18

VCIT

VANGUARD SCOTTSDALE FDS

-0.37%

Shares97.6K

Event2026-03-31

Filed2026-05-18

DYNF

BLACKROCK ETF TRUST

3.18%

Shares135.9K

Event2026-03-31

Filed2026-05-18

PTLC

PACER FDS TR

New

Shares144.1K

Event2026-03-31

Filed2026-05-18

BERKSHIRE HATHAWAY INC DEL

6.29%

Shares15.6K

Event2026-03-31

Filed2026-05-18

FMHI

FIRST TR EXCH TRADED FD III

6.88%

Shares146.3K

Event2026-03-31

Filed2026-05-18

IVW

ISHARES TR

New

Shares56.9K

Event2026-03-31

Filed2026-05-18

XLK

SELECT SECTOR SPDR TR

138.58%

Shares46.9K

Event2026-03-31

Filed2026-05-18

GTO

INVESCO ACTIVELY MANAGED EXC

-12.85%

Shares132.5K

Event2026-03-31

Filed2026-05-18

IWF

ISHARES TR

New

Shares14.4K

Event2026-03-31

Filed2026-05-18

EFV

ISHARES TR

New

Shares80.8K

Event2026-03-31

Filed2026-05-18

QUAL

ISHARES TR

New

Shares31.1K

Event2026-03-31

Filed2026-05-18

BROADCOM INC

30.05%

Shares19.0K

Event2026-03-31

Filed2026-05-18

OXY

OCCIDENTAL PETE CORP

33.43%

Shares89.9K

Event2026-03-31

Filed2026-05-18

IVE

ISHARES TR

New

Shares27.6K

Event2026-03-31

Filed2026-05-18

DGRO

ISHARES TR

New

Shares82.5K

Event2026-03-31

Filed2026-05-18

BIL

SPDR SERIES TRUST

New

Shares60.8K

Event2026-03-31

Filed2026-05-18

MCK

MCKESSON CORP

-6.86%

Shares6.4K

Event2026-03-31

Filed2026-05-18

SCHC

SCHWAB STRATEGIC TR

3.63%

Shares118.0K

Event2026-03-31

Filed2026-05-18

OEF

ISHARES TR

New

Shares17.0K

Event2026-03-31

Filed2026-05-18

TSLA

TESLA INC

9.97%

Shares14.1K

Event2026-03-31

Filed2026-05-18

IWD

ISHARES TR

New

Shares23.3K

Event2026-03-31

Filed2026-05-18

ICLO

INVESCO ACTIVELY MANAGED EXC

1.88%

Shares176.0K

Event2026-03-31

Filed2026-05-18

TLH

ISHARES TR

New

Shares42.2K

Event2026-03-31

Filed2026-05-18

IJH

ISHARES TR

New

Shares61.1K

Event2026-03-31

Filed2026-05-18

ALPHABET INC

4.93%

Shares14.3K

Event2026-03-31

Filed2026-05-18

UNP

UNION PAC CORP

5.10%

Shares16.7K

Event2026-03-31

Filed2026-05-18

JPM

JPMORGAN CHASE & CO

118.01%

Shares13.6K

Event2026-03-31

Filed2026-05-18

TFI

SPDR SERIES TRUST

6.10%

Shares87.8K

Event2026-03-31

Filed2026-05-18

PZA

INVESCO EXCH TRADED FD TR II

60.68%

Shares171.9K

Event2026-03-31

Filed2026-05-18

CME

CME GROUP INC

11.57%

Shares13.3K

Event2026-03-31

Filed2026-05-18

JPST

J P MORGAN EXCHANGE TRADED F

157.71%

Shares71.4K

Event2026-03-31

Filed2026-05-18

JMEE

J P MORGAN EXCHANGE TRADED F

3.67%

Shares53.9K

Event2026-03-31

Filed2026-05-18

NVS

NOVARTIS AG

New

Shares23.0K

Event2026-03-31

Filed2026-05-18

NFLX

NETFLIX INC.

-13.28%

Shares35.6K

Event2026-03-31

Filed2026-05-18

MBB

ISHARES TR

0.97%

Shares35.5K

Event2026-03-31

Filed2026-05-18

USFR

WISDOMTREE TR

New

Shares66.0K

Event2026-03-31

Filed2026-05-18

VUG

VANGUARD INDEX FDS

5.20%

Shares7.5K

Event2026-03-31

Filed2026-05-18

BAI

BLACKROCK ETF TRUST

-0.16%

Shares98.3K

Event2026-03-31

Filed2026-05-18

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.66%

Shares75.7K

Event2026-03-31

Filed2026-05-18

FNV

FRANCO NEV CORP

-17.49%

Shares12.6K

Event2026-03-31

Filed2026-05-18

LLY

ELI LILLY & CO

New

Shares3.4K

Event2026-03-31

Filed2026-05-18

EMB

ISHARES TR

New

Shares32.7K

Event2026-03-31

Filed2026-05-18

COST

COSTCO WHOLESALE CORPORATION

46.74%

Shares3.1K

Event2026-03-31

Filed2026-05-18

MKL

MARKEL GROUP INC

-5.82%

Shares1.6K

Event2026-03-31

Filed2026-05-18

FLRT

PACER FDS TR

New

Shares64.4K

Event2026-03-31

Filed2026-05-18

JMST

J P MORGAN EXCHANGE TRADED F

6.15%

Shares56.7K

Event2026-03-31

Filed2026-05-18

VIS

VANGUARD WORLD FD

8.56%

Shares9.2K

Event2026-03-31

Filed2026-05-18

JNJ

JOHNSON & JOHNSON

43.51%

Shares11.6K

Event2026-03-31

Filed2026-05-18

TMO

THERMO FISHER SCIENTIFIC INC

-2.94%

Shares5.8K

Event2026-03-31

Filed2026-05-18

THRO

BLACKROCK ETF TRUST

5.33%

Shares78.0K

Event2026-03-31

Filed2026-05-18

DIS

DISNEY WALT CO

-11.07%

Shares29.3K

Event2026-03-31

Filed2026-05-18

XOM

EXXON MOBIL CORP

-12.16%

Shares16.6K

Event2026-03-31

Filed2026-05-18

WMT

WALMART INC

142.15%

Shares22.4K

Event2026-03-31

Filed2026-05-18

BINC

BLACKROCK ETF TRUST II

10.33%

Shares53.1K

Event2026-03-31

Filed2026-05-18

HDV

ISHARES TR

New

Shares20.3K

Event2026-03-31

Filed2026-05-18

CHUBB LTD SWITZ

New

Shares8.3K

Event2026-03-31

Filed2026-05-18

PTNQ

PACER FDS TR

New

Shares36.8K

Event2026-03-31

Filed2026-05-18

OTIS

OTIS WORLDWIDE CORP

31.40%

Shares34.8K

Event2026-03-31

Filed2026-05-18

IWM

ISHARES TR

New

Shares10.8K

Event2026-03-31

Filed2026-05-18

ILCV

ISHARES TR

New

Shares28.2K

Event2026-03-31

Filed2026-05-18

DMAX

ISHARES TR

New

Shares98.9K

Event2026-03-31

Filed2026-05-18

DNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares54.5K

Event2026-03-31

Filed2026-05-18

MAXJ

ISHARES TR

New

Shares92.1K

Event2026-03-31

Filed2026-05-18

VTI

VANGUARD INDEX FDS

0.12%

Shares8.0K

Event2026-03-31

Filed2026-05-18

ZTS

ZOETIS INC

9.88%

Shares21.7K

Event2026-03-31

Filed2026-05-18

ILCG

ISHARES TR

New

Shares26.9K

Event2026-03-31

Filed2026-05-18

BROOKFIELD CORP

-25.30%

Shares63.2K

Event2026-03-31

Filed2026-05-18

SOXX

ISHARES TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-18

HSY

HERSHEY CO

-4.33%

Shares11.7K

Event2026-03-31

Filed2026-05-18

ISHARES GOLD TR

-18.90%

Shares27.3K

Event2026-03-31

Filed2026-05-18

HOME DEPOT INC

265.73%

Shares7.2K

Event2026-03-31

Filed2026-05-18

ADBE

ADOBE INC

New

Shares9.7K

Event2026-03-31

Filed2026-05-18

IAGG

ISHARES TR

New

Shares46.6K

Event2026-03-31

Filed2026-05-18

MMC

MARSH & MCLENNAN COS INC

7.06%

Shares13.4K

Event2026-03-31

Filed2026-05-18

CGUS

CAPITAL GROUP CORE EQUITY ET

2.20%

Shares60.5K

Event2026-03-31

Filed2026-05-18

AGILENT TECHNOLOGIES INC

47.07%

Shares20.0K

Event2026-03-31

Filed2026-05-18

BGC

BGC GROUP INC

0.00%

Shares231.9K

Event2026-03-31

Filed2026-05-18

ORCL

ORACLE CORP

-45.61%

Shares14.9K

Event2026-03-31

Filed2026-05-18

LMT

LOCKHEED MARTIN CORP

-13.87%

Shares3.5K

Event2026-03-31

Filed2026-05-18

USRT

ISHARES TR

New

Shares35.4K

Event2026-03-31

Filed2026-05-18

COCA COLA CO

112.41%

Shares27.0K

Event2026-03-31

Filed2026-05-18

PPA

INVESCO EXCHANGE TRADED FD T

-1.11%

Shares12.1K

Event2026-03-31

Filed2026-05-18

BOEING CO

0.13%

Shares10.1K

Event2026-03-31

Filed2026-05-18

EATON CORP PLC

New

Shares5.5K

Event2026-03-31

Filed2026-05-18

MTUM

ISHARES TR

New

Shares8.1K

Event2026-03-31

Filed2026-05-18

AON PLC

New

Shares6.0K

Event2026-03-31

Filed2026-05-18

FALN

ISHARES TR

New

Shares72.6K

Event2026-03-31

Filed2026-05-18

IUSG

ISHARES TR

New

Shares12.3K

Event2026-03-31

Filed2026-05-18

VTV

VANGUARD INDEX FDS

-8.31%

Shares9.7K

Event2026-03-31

Filed2026-05-18

NAN

NUVEEN NY DIVI ADV

New

Shares166.6K

Event2026-03-31

Filed2026-05-18

VERIZON COMMUNICATIONS INC

33.79%

Shares35.7K

Event2026-03-31

Filed2026-05-18

PANW

PALO ALTO NETWORKS INC

-16.07%

Shares10.9K

Event2026-03-31

Filed2026-05-18

GOLDMAN SACHS GROUP INC

20.98%

Shares2.0K

Event2026-03-31

Filed2026-05-18

BKNG

BOOKING HOLDINGS INC

-42.70%

Shares408

Event2026-03-31

Filed2026-05-18

DGRW

WISDOMTREE TR

New

Shares19.1K

Event2026-03-31

Filed2026-05-18

ARISTA NETWORKS INC

-1.05%

Shares13.7K

Event2026-03-31

Filed2026-05-18

AT&T INC

9.20%

Shares57.6K

Event2026-03-31

Filed2026-05-18

XLF

SELECT SECTOR SPDR TR

-6.94%

Shares33.2K

Event2026-03-31

Filed2026-05-18

TJX

TJX COS INC NEW

12.16%

Shares10.1K

Event2026-03-31

Filed2026-05-18

PEP

PEPSICO INC

24.19%

Shares10.0K

Event2026-03-31

Filed2026-05-18

SHOP

SHOPIFY INC

New

Shares13.0K

Event2026-03-31

Filed2026-05-18

VTN

INVESCO TR INVT GRADE NEW YO

-1.88%

Shares141.2K

Event2026-03-31

Filed2026-05-18

UHAL.B

U HAUL HOLDING COMPANY

10.96%

Shares33.7K

Event2026-03-31

Filed2026-05-18

ZTR

VIRTUS TOTAL RETURN FD INC

99.82%

Shares226.8K

Event2026-03-31

Filed2026-05-18

BSJS

INVESCO EXCH TRD SLF IDX FD

0.07%

Shares69.1K

Event2026-03-31

Filed2026-05-18

ITOT

ISHARES TR

New

Shares10.5K

Event2026-03-31

Filed2026-05-18

BNDX

VANGUARD CHARLOTTE FDS

2.83%

Shares30.8K

Event2026-03-31

Filed2026-05-18

ISRG

INTUITIVE SURGICAL INC

-1.81%

Shares3.2K

Event2026-03-31

Filed2026-05-18

BSJT

INVESCO EXCH TRD SLF IDX FD

0.10%

Shares69.6K

Event2026-03-31

Filed2026-05-18

CAT

CATERPILLAR INC

217.41%

Shares2.1K

Event2026-03-31

Filed2026-05-18

UNH

UNITEDHEALTH GROUP INC

7.22%

Shares5.4K

Event2026-03-31

Filed2026-05-18

GOVI

INVESCO EXCH TRADED FD TR II

-68.76%

Shares53.2K

Event2026-03-31

Filed2026-05-18

CVX

CHEVRON CORPORATION

22.00%

Shares7.0K

Event2026-03-31

Filed2026-05-18

BSV

VANGUARD BD INDEX FDS

10.33%

Shares18.3K

Event2026-03-31

Filed2026-05-18

XLC

SELECT SECTOR SPDR TR

-6.80%

Shares12.6K

Event2026-03-31

Filed2026-05-18

PHILIP MORRIS INTL INC

-25.89%

Shares8.3K

Event2026-03-31

Filed2026-05-18

VRTX

VERTEX PHARMACEUTICALS INC

5.03%

Shares3.0K

Event2026-03-31

Filed2026-05-18

NEE

NEXTERA ENERGY INC

40.68%

Shares14.7K

Event2026-03-31

Filed2026-05-18

CNC

CENTENE CORP DEL

-23.71%

Shares41.5K

Event2026-03-31

Filed2026-05-18

BAC

BANK AMERICA CORP

13.65%

Shares27.1K

Event2026-03-31

Filed2026-05-18

QQEW

FIRST TR EXCHANGE-TRADED FD

New

Shares10.4K

Event2026-03-31

Filed2026-05-18

CGBL

CAPITAL GROUP CORE BALANCED

4.29%

Shares38.2K

Event2026-03-31

Filed2026-05-18

CRM

SALESFORCE INC

34.75%

Shares7.0K

Event2026-03-31

Filed2026-05-18

SEPM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares41.0K

Event2026-03-31

Filed2026-05-18

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-18

ISHARES TR

New

Shares52.1K

Event2026-03-31

Filed2026-05-18

NMRK

NEWMARK GROUP INC

0.22%

Shares85.9K

Event2026-03-31

Filed2026-05-18

ITA

ISHARES TR

New

Shares5.7K

Event2026-03-31

Filed2026-05-18

MNST

MONSTER BEVERAGE CORP NEW

0.42%

Shares17.2K

Event2026-03-31

Filed2026-05-18

GEV

GE VERNOVA INC

12.75%

Shares1.4K

Event2026-03-31

Filed2026-05-18

CGGR

CAPITAL GROUP GROWTH ETF

1.90%

Shares29.9K

Event2026-03-31

Filed2026-05-18

ABBV

ABBVIE INC

124.65%

Shares5.5K

Event2026-03-31

Filed2026-05-18

CGIE

CAPITAL GROUP INTERNATIONAL

140.21%

Shares35.0K

Event2026-03-31

Filed2026-05-18

HWM

HOWMET AEROSPACE INC

-2.33%

Shares5.1K

Event2026-03-31

Filed2026-05-18

PARKER-HANNIFIN CORP

11.61%

Shares1.3K

Event2026-03-31

Filed2026-05-18

XLV

SELECT SECTOR SPDR TR

-13.35%

Shares7.9K

Event2026-03-31

Filed2026-05-18

MPC

MARATHON PETE CORP

New

Shares4.7K

Event2026-03-31

Filed2026-05-18

MSI

MOTOROLA SOLUTIONS INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-18

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.60%

Shares3.4K

Event2026-03-31

Filed2026-05-18

XLP

SELECT SECTOR SPDR TR

-2.26%

Shares13.8K

Event2026-03-31

Filed2026-05-18

ALTRIA GROUP INC

-3.26%

Shares16.7K

Event2026-03-31

Filed2026-05-18

IYW

ISHARES TR

New

Shares6.1K

Event2026-03-31

Filed2026-05-18

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares68.3K

Event2026-03-31

Filed2026-05-18

ADI

ANALOG DEVICES INC

68.47%

Shares3.4K

Event2026-03-31

Filed2026-05-18

ORLY

OREILLY AUTOMOTIVE INC

-1.95%

Shares11.4K

Event2026-03-31

Filed2026-05-18

WELL

WELLTOWER INC

-0.36%

Shares5.2K

Event2026-03-31

Filed2026-05-18

MERCK & CO INC

17.67%

Shares8.3K

Event2026-03-31

Filed2026-05-18

WMB

WILLIAMS COS INC

8.09%

Shares13.4K

Event2026-03-31

Filed2026-05-18

REGN

REGENERON PHARMACEUTICALS

3.71%

Shares1.3K

Event2026-03-31

Filed2026-05-18

PGR

PROGRESSIVE CORP

-18.63%

Shares4.7K

Event2026-03-31

Filed2026-05-18

ADSK

AUTODESK INC

-1.38%

Shares3.9K

Event2026-03-31

Filed2026-05-18

TLT

ISHARES TR

New

Shares10.8K

Event2026-03-31

Filed2026-05-18

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

0.00%

Shares100.5K

Event2026-03-31

Filed2026-05-18

THE CIGNA GROUP

-4.34%

Shares3.4K

Event2026-03-31

Filed2026-05-18

SGOV

ISHARES TR

New

Shares9.0K

Event2026-03-31

Filed2026-05-18

USMV

ISHARES TR

New

Shares9.5K

Event2026-03-31

Filed2026-05-18

AEP

AMERICAN ELEC PWR CO INC

-16.97%

Shares6.7K

Event2026-03-31

Filed2026-05-18

APH

AMPHENOL CORP

26.73%

Shares6.9K

Event2026-03-31

Filed2026-05-18

VWO

VANGUARD INTL EQUITY INDEX F

-0.54%

Shares16.1K

Event2026-03-31

Filed2026-05-18

IGM

ISHARES TR

New

Shares7.3K

Event2026-03-31

Filed2026-05-18

DEERE & CO

25.76%

Shares1.5K

Event2026-03-31

Filed2026-05-18

XLU

SELECT SECTOR SPDR TR

0.78%

Shares18.8K

Event2026-03-31

Filed2026-05-18

RDIV

INVESCO EXCH TRADED FD TR II

0.20%

Shares15.2K

Event2026-03-31

Filed2026-05-18

DVN

DEVON ENERGY CORP NEW

New

Shares16.6K

Event2026-03-31

Filed2026-05-18

ALL

ALLSTATE CORP

21.41%

Shares4.0K

Event2026-03-31

Filed2026-05-18

AMD

ADVANCED MICRO DEVICES INC

40.27%

Shares4.1K

Event2026-03-31

Filed2026-05-18

ECL

ECOLAB INC

6.89%

Shares3.1K

Event2026-03-31

Filed2026-05-18

DTD

WISDOMTREE TR

New

Shares9.3K

Event2026-03-31

Filed2026-05-18

YUM

YUM BRANDS INC

1.69%

Shares5.2K

Event2026-03-31

Filed2026-05-18

IBM

INTERNATIONAL BUSINESS MACHS

21.73%

Shares3.3K

Event2026-03-31

Filed2026-05-18

KROGER CO

-2.89%

Shares10.9K

Event2026-03-31

Filed2026-05-18

KAT

ADVISORS SER TR

6.47%

Shares14.5K

Event2026-03-31

Filed2026-05-18

MCD

MCDONALDS CORP

24.24%

Shares2.5K

Event2026-03-31

Filed2026-05-18

VMBS

VANGUARD SCOTTSDALE FDS

2.64%

Shares16.5K

Event2026-03-31

Filed2026-05-18

VANGUARD INDEX FDS

-0.54%

Shares2.9K

Event2026-03-31

Filed2026-05-18

GDV

GABELLI DIVID & INCOME TR

0.00%

Shares28.2K

Event2026-03-31

Filed2026-05-18

BGR

BLACKROCK ENERGY & RES TR

-1.13%

Shares43.9K

Event2026-03-31

Filed2026-05-18

QQQM

INVESCO EXCH TRADED FD TR II

591.94%

Shares3.2K

Event2026-03-31

Filed2026-05-18

SBUX

STARBUCKS CORP

8.70%

Shares8.4K

Event2026-03-31

Filed2026-05-18

KLAC

KLA CORP

-6.61%

Shares509

Event2026-03-31

Filed2026-05-18

MUB

ISHARES TR

New

Shares7.1K

Event2026-03-31

Filed2026-05-18

VHT

VANGUARD WORLD FD

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-18

ALPS ETF TR

New

Shares13.5K

Event2026-03-31

Filed2026-05-18

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-18

PLTR

PALANTIR TECHNOLOGIES INC

7.07%

Shares4.8K

Event2026-03-31

Filed2026-05-18

MCO

MOODYS CORP

1.40%

Shares1.6K

Event2026-03-31

Filed2026-05-18

WASTE MGMT INC DEL

New

Shares3.0K

Event2026-03-31

Filed2026-05-18

BIV

VANGUARD BD INDEX FDS

-0.71%

Shares9.0K

Event2026-03-31

Filed2026-05-18

NOW

SERVICENOW INC

4.25%

Shares6.6K

Event2026-03-31

Filed2026-05-18

CMI

CUMMINS INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-18

MASTERCARD INCORPORATED

10.52%

Shares1.4K

Event2026-03-31

Filed2026-05-18

USA

LIBERTY ALL STAR EQUITY FD

-7.38%

Shares122.6K

Event2026-03-31

Filed2026-05-18

IWR

ISHARES TR

New

Shares6.9K

Event2026-03-31

Filed2026-05-18

WFC

WELLS FARGO & CO

88.76%

Shares8.4K

Event2026-03-31

Filed2026-05-18

GGN

GAMCO GLOBAL GOLD NAT RES &

0.00%

Shares125.7K

Event2026-03-31

Filed2026-05-18

BLV

VANGUARD BD INDEX FDS

-7.54%

Shares9.6K

Event2026-03-31

Filed2026-05-18

BLACKSTONE INC

-2.02%

Shares5.5K

Event2026-03-31

Filed2026-05-18

CSCO

CISCO SYS INC

37.93%

Shares8.2K

Event2026-03-31

Filed2026-05-18

UBER

UBER TECHNOLOGIES INC

3.20%

Shares8.7K

Event2026-03-31

Filed2026-05-18

DUKE ENERGY CORP NEW

-15.68%

Shares4.7K

Event2026-03-31

Filed2026-05-18

INVESCO EXCHANGE TRADED FD T

0.02%

Shares10.7K

Event2026-03-31

Filed2026-05-18

ASML

ASML HLDG NV

New

Shares456

Event2026-03-31

Filed2026-05-18

NYF

ISHARES TR

New

Shares11.3K

Event2026-03-31

Filed2026-05-18

INVESCO QQQ TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-18

AXP

AMERICAN EXPRESS CO

3.18%

Shares2.0K

Event2026-03-31

Filed2026-05-18

AWK

AMERICAN WTR WKS CO INC NEW

-6.86%

Shares4.3K

Event2026-03-31

Filed2026-05-18

MCR

MFS CHARTER INCOME TR

9.02%

Shares96.7K

Event2026-03-31

Filed2026-05-18

TKO

TKO GROUP HOLDINGS INC

-0.38%

Shares2.9K

Event2026-03-31

Filed2026-05-18

BND

VANGUARD BD INDEX FDS

-12.44%

Shares7.8K

Event2026-03-31

Filed2026-05-18

PROCTER & GAMBLE CO

-3.13%

Shares4.0K

Event2026-03-31

Filed2026-05-18

EXC

EXELON CORP

-4.44%

Shares11.6K

Event2026-03-31

Filed2026-05-18

MICRON TECHNOLOGY INC

4.08%

Shares1.7K

Event2026-03-31

Filed2026-05-18

VEU

VANGUARD INTL EQUITY INDEX F

-0.44%

Shares7.5K

Event2026-03-31

Filed2026-05-18

XLY

SELECT SECTOR SPDR TR

-5.13%

Shares5.1K

Event2026-03-31

Filed2026-05-18

EXPD

EXPEDITORS INTL WASH INC

0.21%

Shares3.8K

Event2026-03-31

Filed2026-05-18

BP PLC

New

Shares11.3K

Event2026-03-31

Filed2026-05-18

EFAV

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-18

IXC

ISHARES TR

New

Shares9.2K

Event2026-03-31

Filed2026-05-18

AIG

AMERICAN INTL GROUP INC

-29.13%

Shares7.0K

Event2026-03-31

Filed2026-05-18

SPY

STATE STR SPDR S&P 500 ETF T

-37.09%

Shares804

Event2026-03-31

Filed2026-05-18

DEUTSCHE BK AG

0.00%

Shares17.5K

Event2026-03-31

Filed2026-05-18

IJR

ISHARES TR

New

Shares4.1K

Event2026-03-31

Filed2026-05-18

CNP

CENTERPOINT ENERGY INC

-3.96%

Shares11.7K

Event2026-03-31

Filed2026-05-18

NRK

NUVEEN NY AMT FREE

0.00%

Shares49.3K

Event2026-03-31

Filed2026-05-18

QCOM

QUALCOMM INC

0.08%

Shares3.8K

Event2026-03-31

Filed2026-05-18

PFF

ISHARES TR

New

Shares16.0K

Event2026-03-31

Filed2026-05-18

XEL

XCEL ENERGY INC

-6.93%

Shares6.0K

Event2026-03-31

Filed2026-05-18

MEDTRONIC PLC

New

Shares5.5K

Event2026-03-31

Filed2026-05-18

IEUR

ISHARES TR

New

Shares6.8K

Event2026-03-31

Filed2026-05-18

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares1.6K

Event2026-03-31

Filed2026-05-18

DVY

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-05-18

AMAT

APPLIED MATLS INC

5.29%

Shares1.4K

Event2026-03-31

Filed2026-05-18

VGT

VANGUARD WORLD FD

0.00%

Shares655

Event2026-03-31

Filed2026-05-18

CINF

CINCINNATI FINL CORP

-4.14%

Shares2.9K

Event2026-03-31

Filed2026-05-18

DRI

DARDEN RESTAURANTS INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-18

REALTY INCOME CORP

New

Shares7.3K

Event2026-03-31

Filed2026-05-18

GLOF

ISHARES TR

New

Shares8.5K

Event2026-03-31

Filed2026-05-18

ENB

ENBRIDGE INC

-5.04%

Shares8.1K

Event2026-03-31

Filed2026-05-18

SEIC

SEI INVTS CO

0.36%

Shares5.6K

Event2026-03-31

Filed2026-05-18

IDXX

IDEXX LABS INC

0.13%

Shares777

Event2026-03-31

Filed2026-05-18

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-18

MDB

MONGODB INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-18

IEF

ISHARES TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-18

TRANE TECHNOLOGIES PLC

New

Shares996

Event2026-03-31

Filed2026-05-18

AMGN

AMGEN INC

15.59%

Shares1.2K

Event2026-03-31

Filed2026-05-18

SPYG

SPDR SERIES TRUST

New

Shares4.2K

Event2026-03-31

Filed2026-05-18

LINDE PLC

New

Shares810

Event2026-03-31

Filed2026-05-18

RTX

RTX CORPORATION

0.48%

Shares2.1K

Event2026-03-31

Filed2026-05-18

GE AEROSPACE

New

Shares1.4K

Event2026-03-31

Filed2026-05-18

NVO

NOVO-NORDISK A S

1.09%

Shares10.8K

Event2026-03-31

Filed2026-05-18

IBB

ISHARES TR

New

Shares2.3K

Event2026-03-31

Filed2026-05-18

FIX

COMFORT SYS USA INC

-13.54%

Shares281

Event2026-03-31

Filed2026-05-18

SCHW

SCHWAB CHARLES CORP

5.62%

Shares4.1K

Event2026-03-31

Filed2026-05-18

ADVISOR MANAGED PORTFOLIOS

0.00%

Shares15.2K

Event2026-03-31

Filed2026-05-18

IMCB

ISHARES TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-18

JCI

JOHNSON CONTROLS INTERNATION

New

Shares2.9K

Event2026-03-31

Filed2026-05-18

PSX

PHILLIPS 66

0.20%

Shares2.0K

Event2026-03-31

Filed2026-05-18

LAM RESEARCH CORP

1.47%

Shares1.7K

Event2026-03-31

Filed2026-05-18

BUFR

FIRST TR EXCHNG TRADED FD VI

5570.98%

Shares10.9K

Event2026-03-31

Filed2026-05-18

SYK

STRYKER CORPORATION

-5.49%

Shares1.1K

Event2026-03-31

Filed2026-05-18

ETR

ENTERGY CORP NEW

New

Shares3.3K

Event2026-03-31

Filed2026-05-18

VST

VISTRA CORP

14.15%

Shares2.4K

Event2026-03-31

Filed2026-05-18

VNQ

VANGUARD INDEX FDS

-14.56%

Shares4.1K

Event2026-03-31

Filed2026-05-18

GLD

SPDR GOLD TR

New

Shares835

Event2026-03-31

Filed2026-05-18

ABT

ABBOTT LABORATORIES

-12.15%

Shares3.4K

Event2026-03-31

Filed2026-05-18

HON

HONEYWELL INTL INC

8.06%

Shares1.6K

Event2026-03-31

Filed2026-05-18

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares5.2K

Event2026-03-31

Filed2026-05-18

CDNS

CADENCE DESIGN SYSTEM INC

20.48%

Shares1.3K

Event2026-03-31

Filed2026-05-18

NOC

NORTHROP GRUMMAN CORP

-5.67%

Shares499

Event2026-03-31

Filed2026-05-18

VANGUARD INDEX FDS

-0.26%

Shares1.2K

Event2026-03-31

Filed2026-05-18

CMCSA

COMCAST CORP NEW

New

Shares11.1K

Event2026-03-31

Filed2026-05-18

MYN

BLACKROCK MUNIYIELD N Y QUAL

0.00%

Shares33.0K

Event2026-03-31

Filed2026-05-18

CITIGROUP INC

21.21%

Shares2.8K

Event2026-03-31

Filed2026-05-18

PAYX

PAYCHEX INC

0.84%

Shares3.4K

Event2026-03-31

Filed2026-05-18

XYZ

BLOCK INC

7.89%

Shares5.1K

Event2026-03-31

Filed2026-05-18

GILD

GILEAD SCIENCES INC

7.47%

Shares2.2K

Event2026-03-31

Filed2026-05-18

APP

APPLOVIN CORP

1.73%

Shares766

Event2026-03-31

Filed2026-05-18

EPS

WISDOMTREE TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-18

NKE

NIKE INC

-12.04%

Shares5.6K

Event2026-03-31

Filed2026-05-18

SPGI

S&P GLOBAL INC

29.12%

Shares674

Event2026-03-31

Filed2026-05-18

WDAY

WORKDAY INC

6.16%

Shares2.2K

Event2026-03-31

Filed2026-05-18

TRGP

TARGA RES CORP

1.69%

Shares1.1K

Event2026-03-31

Filed2026-05-18

TGT

TARGET CORP

New

Shares2.3K

Event2026-03-31

Filed2026-05-18

TPR

TAPESTRY INC

4.71%

Shares2.0K

Event2026-03-31

Filed2026-05-18

STIP

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-05-18

ABVX

ABIVAX SA

New

Shares2.5K

Event2026-03-31

Filed2026-05-18

VXUS

VANGUARD STAR FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-18

MORGAN STANLEY

7.23%

Shares1.6K

Event2026-03-31

Filed2026-05-18

TRV

TRAVELERS COMPANIES INC

0.00%

Shares917

Event2026-03-31

Filed2026-05-18

BLACKROCK INC

9.92%

Shares277

Event2026-03-31

Filed2026-05-18

HAS

HASBRO INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-18

BNL

BROADSTONE NET LEASE INC

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-18

EVV

EATON VANCE LIMITED DURATION

21.74%

Shares28.0K

Event2026-03-31

Filed2026-05-18

FIS

FIDELITY NATL INFORMATION SV

New

Shares5.5K

Event2026-03-31

Filed2026-05-18

INTC

INTEL CORP

4.75%

Shares5.8K

Event2026-03-31

Filed2026-05-18

ATO

ATMOS ENERGY CORP

-1.52%

Shares1.4K

Event2026-03-31

Filed2026-05-18

IXUS

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-18

XLI

SELECT SECTOR SPDR TR

69.00%

Shares1.5K

Event2026-03-31

Filed2026-05-18

ISCV

ISHARES TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-18

FCX

FREEPORT MCMORAN INC

-15.21%

Shares4.1K

Event2026-03-31

Filed2026-05-18

VFLO

VICTORY PORTFOLIOS II

New

Shares6.1K

Event2026-03-31

Filed2026-05-18

ENERGY TRANSFER L P

18.10%

Shares12.4K

Event2026-03-31

Filed2026-05-18

IJS

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-18

PYPL

PAYPAL HLDGS INC

15.35%

Shares5.2K

Event2026-03-31

Filed2026-05-18

PFFD

GLOBAL X FDS

New

Shares12.8K

Event2026-03-31

Filed2026-05-18

HYG

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-18

LOW

LOWES COS INC

-7.71%

Shares994

Event2026-03-31

Filed2026-05-18

CEG

CONSTELLATION ENERGY CORP

4.49%

Shares837

Event2026-03-31

Filed2026-05-18

MMT

MFS MULTIMARKET INCOME TR

0.00%

Shares50.5K

Event2026-03-31

Filed2026-05-18

INTU

INTUIT

-17.36%

Shares538

Event2026-03-31

Filed2026-05-18

JBL

JABIL INC

New

Shares878

Event2026-03-31

Filed2026-05-18

MEDP

MEDPACE HLDGS INC

2.98%

Shares484

Event2026-03-31

Filed2026-05-18

TXN

TEXAS INSTRS INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-18

ORI

OLD REP INTL CORP

-5.24%

Shares5.8K

Event2026-03-31

Filed2026-05-18

ALNY

ALNYLAM PHARMACEUTICALS INC

1.16%

Shares696

Event2026-03-31

Filed2026-05-18

CBOE

CBOE GLOBAL MKTS INC

New

Shares817

Event2026-03-31

Filed2026-05-18

PFE

PFIZER INC

New

Shares8.1K

Event2026-03-31

Filed2026-05-18

ACGL

ARCH CAP GROUP LTD

12.88%

Shares2.4K

Event2026-03-31

Filed2026-05-18

FDS

FACTSET RESH SYS INC

-1.89%

Shares1.0K

Event2026-03-31

Filed2026-05-18

TIP

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-18

HUBBELL INC

0.22%

Shares459

Event2026-03-31

Filed2026-05-18

CGXU

CAPITAL GROUP INTL FOCUS EQT

New

Shares7.6K

Event2026-03-31

Filed2026-05-18

BBY

BEST BUY INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-18

ILMN

ILLUMINA INC

-26.95%

Shares1.8K

Event2026-03-31

Filed2026-05-18

COP

CONOCOPHILLIPS

New

Shares1.7K

Event2026-03-31

Filed2026-05-18

WDC

WESTERN DIGITAL CORP

New

Shares817

Event2026-03-31

Filed2026-05-18

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares476

Event2026-03-31

Filed2026-05-18

CRWD

CROWDSTRIKE HLDGS INC

16.77%

Shares564

Event2026-03-31

Filed2026-05-18

NFJ

VIRTUS DIVIDEND INTEREST & P

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-18

YUMC

YUM CHINA HLDGS INC

4.65%

Shares4.5K

Event2026-03-31

Filed2026-05-18

PNC

PNC FINL SVCS GROUP INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-18

GOVT

ISHARES TR

New

Shares9.4K

Event2026-03-31

Filed2026-05-18

DOLLAR GEN CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-18

HQH

ABRDN HEALTHCARE INVESTORS

6.54%

Shares11.6K

Event2026-03-31

Filed2026-05-18

OTF

BLUE OWL TECHNOLOGY FIN CORP

New

Shares16.2K

Event2026-03-31

Filed2026-05-18

IYG

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-18

BOE

BLACKROCK ENHANCED GLOBAL

0.00%

Shares17.8K

Event2026-03-31

Filed2026-05-18

IYLD

ISHARES TR

New

Shares8.8K

Event2026-03-31

Filed2026-05-18

HBAN

HUNTINGTON BANCSHARES INC

-6.44%

Shares11.3K

Event2026-03-31

Filed2026-05-18

BSJR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-18

VCSH

VANGUARD SCOTTSDALE FDS

-1.39%

Shares2.1K

Event2026-03-31

Filed2026-05-18

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-18

IEI

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-05-18

CGCB

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-18

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-18

RWJ

INVESCO EXCH TRADED FD TR II

New

Shares2.8K

Event2026-03-31

Filed2026-05-18

SCHR

SCHWAB STRATEGIC TR

-1.62%

Shares5.5K

Event2026-03-31

Filed2026-05-18

BBAG

J P MORGAN EXCHANGE TRADED F

New

Shares2.9K

Event2026-03-31

Filed2026-05-18

GHI

GREYSTONE HOUSING IMPACT INV

New

Shares25.1K

Event2026-03-31

Filed2026-05-18

EFG

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-18

SJNK

SPDR SERIES TRUST

81.47%

Shares4.6K

Event2026-03-31

Filed2026-05-18

XLE

SELECT SECTOR SPDR TR

148.85%

Shares1.7K

Event2026-03-31

Filed2026-05-18

IGD

VOYA GLBL EQTY DIV & PREM OP

0.00%

Shares18.2K

Event2026-03-31

Filed2026-05-18

CGSM

CAPITAL GRP FIXED INCM ETF T

New

Shares3.8K

Event2026-03-31

Filed2026-05-18

IHI

ISHARES TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-18

BKLN

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-18

FNDE

SCHWAB STRATEGIC TR

0.60%

Shares2.5K

Event2026-03-31

Filed2026-05-18

VPL

VANGUARD INTL EQUITY INDEX F

-68.63%

Shares986

Event2026-03-31

Filed2026-05-18

GOVZ

ISHARES TR

New

Shares10.1K

Event2026-03-31

Filed2026-05-18

VDE

VANGUARD WORLD FD

0.00%

Shares477

Event2026-03-31

Filed2026-05-18

JIRE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares995

Event2026-03-31

Filed2026-05-18

SLYV

SPDR SERIES TRUST

New

Shares793

Event2026-03-31

Filed2026-05-18

VOX

VANGUARD WORLD FD

-1.23%

Shares402

Event2026-03-31

Filed2026-05-18

INVESCO EXCH TRADED FD TR II

New

Shares905

Event2026-03-31

Filed2026-05-18

SCHP

SCHWAB STRATEGIC TR

-0.69%

Shares2.4K

Event2026-03-31

Filed2026-05-18

EHI

WESTERN ASSET GBL HIGH INC F

New

Shares11.0K

Event2026-03-31

Filed2026-05-18

HIX

WESTERN ASSET HIGH INCOM FD

45.45%

Shares16.0K

Event2026-03-31

Filed2026-05-18

FLRN

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-18

ISCB

ISHARES TR

New

Shares900

Event2026-03-31

Filed2026-05-18

ICVT

ISHARES TR

New

Shares569

Event2026-03-31

Filed2026-05-18

VGLT

VANGUARD SCOTTSDALE FDS

0.20%

Shares1.0K

Event2026-03-31

Filed2026-05-18

GBIL

GOLDMAN SACHS ETF TR

New

Shares550

Event2026-03-31

Filed2026-05-18

BSJQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-18

CGMS

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-18

VOT

VANGUARD INDEX FDS

0.00%

Shares168

Event2026-03-31

Filed2026-05-18

REM

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-18

XNTK

SPDR SERIES TRUST

New

Shares160

Event2026-03-31

Filed2026-05-18

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares921

Event2026-03-31

Filed2026-05-18

SPYM

SPDR SERIES TRUST

New

Shares487

Event2026-03-31

Filed2026-05-18

IJT

ISHARES TR

New

Shares256

Event2026-03-31

Filed2026-05-18

VPU

VANGUARD WORLD FD

0.00%

Shares167

Event2026-03-31

Filed2026-05-18

SCHD

SCHWAB STRATEGIC TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-18

IWP

ISHARES TR

New

Shares236

Event2026-03-31

Filed2026-05-18

SHY

ISHARES TR

New

Shares362

Event2026-03-31

Filed2026-05-18

VFH

VANGUARD WORLD FD

0.00%

Shares234

Event2026-03-31

Filed2026-05-18

VAW

VANGUARD WORLD FD

0.00%

Shares120

Event2026-03-31

Filed2026-05-18

VCR

VANGUARD WORLD FD

0.00%

Shares75

Event2026-03-31

Filed2026-05-18

XLB

SELECT SECTOR SPDR TR

New

Shares524

Event2026-03-31

Filed2026-05-18

VDC

VANGUARD WORLD FD

0.00%

Shares115

Event2026-03-31

Filed2026-05-18

EEM

ISHARES TR

New

Shares421

Event2026-03-31

Filed2026-05-18

IGRO

ISHARES TR

New

Shares200

Event2026-03-31

Filed2026-05-18

IXN

ISHARES TR

New

Shares150

Event2026-03-31

Filed2026-05-18

IJJ

ISHARES TR

New

Shares106

Event2026-03-31

Filed2026-05-18

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares281

Event2026-03-31

Filed2026-05-18

IWS

ISHARES TR

New

Shares92

Event2026-03-31

Filed2026-05-18

INDS

PACER FDS TR

New

Shares300

Event2026-03-31

Filed2026-05-18

VGK

VANGUARD INTL EQUITY INDEX F

89.86%

Shares131

Event2026-03-31

Filed2026-05-18

EFA

ISHARES TR

New

Shares110

Event2026-03-31

Filed2026-05-18

SPDR SERIES TRUST

New

Shares110

Event2026-03-31

Filed2026-05-18

DXJ

WISDOMTREE TR

New

Shares56

Event2026-03-31

Filed2026-05-18

SPIP

SPDR SERIES TRUST

New

Shares324

Event2026-03-31

Filed2026-05-18

HEDJ

WISDOMTREE TR

New

Shares138

Event2026-03-31

Filed2026-05-18

IGV

ISHARES TR

New

Shares89

Event2026-03-31

Filed2026-05-18

BUFQ

FIRST TR EXCHNG TRADED FD VI

New

Shares182

Event2026-03-31

Filed2026-05-18

VSS

VANGUARD INTL EQUITY INDEX F

193.33%

Shares44

Event2026-03-31

Filed2026-05-18

URA

GLOBAL X FDS

New

Shares120

Event2026-03-31

Filed2026-05-18

PJP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares55

Event2026-03-31

Filed2026-05-18

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares83

Event2026-03-31

Filed2026-05-18

ESGU

ISHARES TR

New

Shares35

Event2026-03-31

Filed2026-05-18

DEM

WISDOMTREE TR

New

Shares75

Event2026-03-31

Filed2026-05-18

IHDG

WISDOMTREE TR

New

Shares67

Event2026-03-31

Filed2026-05-18

TFLO

ISHARES TR

New

Shares62

Event2026-03-31

Filed2026-05-18

FLOT

ISHARES TR

New

Shares60

Event2026-03-31

Filed2026-05-18

SPIB

SPDR SERIES TRUST

New

Shares81

Event2026-03-31

Filed2026-05-18

HYDB

ISHARES TR

New

Shares58

Event2026-03-31

Filed2026-05-18

SHV

ISHARES TR

New

Shares24

Event2026-03-31

Filed2026-05-18

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares44

Event2026-03-31

Filed2026-05-18

VBR

VANGUARD INDEX FDS

0.00%

Shares12

Event2026-03-31

Filed2026-05-18

BUG

GLOBAL X FDS

New

Shares100

Event2026-03-31

Filed2026-05-18

VXF

VANGUARD INDEX FDS

0.00%

Shares12

Event2026-03-31

Filed2026-05-18

EMXC

ISHARES INC

New

Shares22

Event2026-03-31

Filed2026-05-18

SUB

ISHARES TR

New

Shares14

Event2026-03-31

Filed2026-05-18

GSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares20

Event2026-03-31

Filed2026-05-18

OXY.WS

OCCIDENTAL PETE CORP

0.00%

Shares7

Event2026-03-31

Filed2026-05-18

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T1.2K sharesnew addition2026-03-312026-05-18

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares1.2K

Event2026-03-31

Filed2026-05-18

Put Option Holdings

No put option holdings data available