Sponsored
The Analysis of Aspect Partners, LLC's Holdings & P&L
Currently, Aspect Partners, LLC holds 709 types of securities in its portfolio with a total value $244.6M. In the most recent quarter, they have increased their positions in SCZ (+223.8K shares, valued at $17.6M), PDBC (+227.0K shares, valued at $3.9M), VTI (+9.6K shares, valued at $3.1M); decreased their positions in SPY (-17.7K shares, valued at $11.5M), IWM (-21.7K shares, valued at $5.4M), EEM (-30.5K shares, valued at $1.7M); initiated new positions in EFAV (+1.6K shares, valued at $144.9K), BE (+20 shares, valued at $2.7K), BMRN (+43 shares, valued at $2.4K).
1M P&L
+4.9M+2.09%
3M P&L
+3.7M+1.56%
HY P&L
+19.4M+8.87%
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/A217.2M
94.9%
2Semiconductors998.5K
0.4%
3Aerospace & Defense849.6K
0.4%
Top Industries by Stock Count
1N/A134 stocks
20.8%
2Software - Application28 stocks
4.3%
3Software - Infrastructure23 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF692.0K shares48.81%2026-03-312026-04-02
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.3K shares-1.61%2026-03-312026-04-02
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A82 shares7.89%2026-03-312026-04-02
BITMINE IMMERSION TECNOLOGIES COM NEW BITMINE IMMERSION TECNOLOGIES COM NEW809 shares6.87%2026-03-312026-04-02
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS19 shares11.76%2026-03-312026-04-02
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
USOI UBS AG ETRACS CRUDE OIL SHARES COVERED CALL ETNS DUE APRIL 24, 203740 shares100.00%2026-03-312026-04-02
Sponsored
Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A57 sharesnew addition2026-03-312026-04-02
Sponsored
Sponsored
VTI
13.97%VANGUARD TOTAL STOCK MARKET ETF
Shares78.1K
Event2026-03-31
Filed2026-04-02
SCZ
1472.28%ISHARES MSCI EAFE SMALL-CAP ETF
Shares239.1K
Event2026-03-31
Filed2026-04-02
SPY
-38.55%STATE STREET SPDR S&P 500 ETF
Shares28.2K
Event2026-03-31
Filed2026-04-02
IEFA
10.78%ISHARES CORE MSCI EAFE ETF
Shares174.3K
Event2026-03-31
Filed2026-04-02
BOXX
13.60%ALPHA ARCHITECT 1-3 MONTH BOX ETF
Shares117.2K
Event2026-03-31
Filed2026-04-02
PDBC
48.81%INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
Shares692.0K
Event2026-03-31
Filed2026-04-02
IEMG
26.99%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares151.6K
Event2026-03-31
Filed2026-04-02
GLD
-5.24%SPDR GOLD SHARES
Shares22.5K
Event2026-03-31
Filed2026-04-02
IGOV
4.90%ISHARES INTERNATIONAL TREASURY BOND ETF
Shares200.5K
Event2026-03-31
Filed2026-04-02
IJR
8.10%ISHARES CORE S&P SMALL CAP ETF
Shares62.6K
Event2026-03-31
Filed2026-04-02
RSSB
6.81%RETURN STACKED GLOBAL STOCKS & BONDS ETF
Shares279.8K
Event2026-03-31
Filed2026-04-02
ISHARES GOLD TRUST
4.14%ISHARES GOLD TRUST
Shares73.5K
Event2026-03-31
Filed2026-04-02
DSMC
6.77%DISTILLATE SMALL/MID CASH FLOW ETF
Shares165.1K
Event2026-03-31
Filed2026-04-02
XLRE
4.27%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares145.2K
Event2026-03-31
Filed2026-04-02
AGG
4.78%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares54.3K
Event2026-03-31
Filed2026-04-02
TLT
8.05%ISHARES 20 YEAR TREASURY BOND ETF
Shares55.4K
Event2026-03-31
Filed2026-04-02
VIGI
0.15%VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
Shares53.5K
Event2026-03-31
Filed2026-04-02
FYLD
0.89%CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
Shares125.5K
Event2026-03-31
Filed2026-04-02
ABRDN PHYSICAL GOLD SHARES ETF
-0.49%ABRDN PHYSICAL GOLD SHARES ETF
Shares78.8K
Event2026-03-31
Filed2026-04-02
IWM
-62.40%ISHARES RUSSELL 2000 ETF
Shares13.1K
Event2026-03-31
Filed2026-04-02
DSTL
1.79%DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
Shares55.8K
Event2026-03-31
Filed2026-04-02
TFLO
121.57%ISHARES TREASURY FLOATING RATE BOND ETF
Shares53.3K
Event2026-03-31
Filed2026-04-02
INVESCO QQQ TRUST SERIES I
1.22%INVESCO QQQ TRUST SERIES I
Shares3.7K
Event2026-03-31
Filed2026-04-02
IBND
4.37%SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF
Shares66.2K
Event2026-03-31
Filed2026-04-02
SYLD
3.39%CAMBRIA SHAREHOLDER YIELD ETF
Shares25.9K
Event2026-03-31
Filed2026-04-02
VFMO
2.76%VANGUARD U.S. MOMENTUM FACTOR ETF
Shares9.8K
Event2026-03-31
Filed2026-04-02
AKRE FOCUS ETF
-8.05%AKRE FOCUS ETF
Shares33.8K
Event2026-03-31
Filed2026-04-02
NOBL
1.99%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares16.1K
Event2026-03-31
Filed2026-04-02
SDY
0.30%STATE STREET SPDR S&P DIVIDEND ETF
Shares11.0K
Event2026-03-31
Filed2026-04-02
GEW
0.00%CAMBRIA GLOBAL EW ETF
Shares30.7K
Event2026-03-31
Filed2026-04-02
FTGC
-32.89%FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
Shares38.0K
Event2026-03-31
Filed2026-04-02
MTUM
-0.68%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares4.4K
Event2026-03-31
Filed2026-04-02
RING
0.00%ISHARES MSCI GLOBAL GOLD MINERS ETF
Shares11.3K
Event2026-03-31
Filed2026-04-02
IAGG
33.92%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares17.6K
Event2026-03-31
Filed2026-04-02
GSG
0.00%ISHARES S&P GSCI COMMODITY INDEXED TRUST
Shares23.6K
Event2026-03-31
Filed2026-04-02
EFA
0.06%ISHARES MSCI EAFE ETF
Shares7.0K
Event2026-03-31
Filed2026-04-02
IXUS
0.95%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares7.8K
Event2026-03-31
Filed2026-04-02
AMZN
0.77%AMAZON COM INC COM
Shares3.2K
Event2026-03-31
Filed2026-04-02
IGRO
0.00%ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
Shares7.7K
Event2026-03-31
Filed2026-04-02
XOM
0.00%EXXON MOBIL CORP COM
Shares3.6K
Event2026-03-31
Filed2026-04-02
BERKSHIRE HATHAWAY INC DEL CL B NEW
-1.61%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares1.3K
Event2026-03-31
Filed2026-04-02
DFUS
0.00%DIMENSIONAL U.S. EQUITY MARKET ETF
Shares8.2K
Event2026-03-31
Filed2026-04-02
NVDA
-27.52%NVIDIA CORPORATION COM
Shares3.2K
Event2026-03-31
Filed2026-04-02
USMV
60.65%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares5.8K
Event2026-03-31
Filed2026-04-02
VGLT
-31.91%VANGUARD LONG-TERM TREASURY ETF
Shares9.6K
Event2026-03-31
Filed2026-04-02
AAPL
2.73%APPLE INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-02
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares20.8K
Event2026-03-31
Filed2026-04-02
GIB
0.28%CGI INC CL A SUB VTG
Shares6.8K
Event2026-03-31
Filed2026-04-02
NOC
0.14%NORTHROP GRUMMAN CORP COM
Shares703
Event2026-03-31
Filed2026-04-02
ILCG
0.00%ISHARES MORNINGSTAR GROWTH ETF
Shares4.8K
Event2026-03-31
Filed2026-04-02
QVAL
0.00%ALPHA ARCHITECT US QUANTITATIVE VALUE ETF
Shares8.1K
Event2026-03-31
Filed2026-04-02
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares603
Event2026-03-31
Filed2026-04-02
EEM
-80.56%ISHARES MSCI EMERGING MARKETS ETF
Shares7.4K
Event2026-03-31
Filed2026-04-02
SCHX
0.00%SCHWAB U.S. LARGE-CAP ETF
Shares15.5K
Event2026-03-31
Filed2026-04-02
MSFT
1.19%MICROSOFT CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-02
IYY
0.00%ISHARES DOW JONES U.S. ETF
Shares2.3K
Event2026-03-31
Filed2026-04-02
VB
0.00%VANGUARD SMALL-CAP ETF
Shares1.4K
Event2026-03-31
Filed2026-04-02
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares825
Event2026-03-31
Filed2026-04-02
NRG
236.95%NRG ENERGY INC COM NEW
Shares2.4K
Event2026-03-31
Filed2026-04-02
GDX
0.00%VANECK GOLD MINERS ETF
Shares3.7K
Event2026-03-31
Filed2026-04-02
FDVV
0.00%FIDELITY HIGH DIVIDEND ETF
Shares5.8K
Event2026-03-31
Filed2026-04-02
PNC
-0.06%PNC FINL SVCS GROUP INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-02
RWL
0.00%INVESCO S&P 500 REVENUE ETF
Shares2.7K
Event2026-03-31
Filed2026-04-02
BNDX
0.48%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares6.1K
Event2026-03-31
Filed2026-04-02
SPEM
0.00%STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares6.1K
Event2026-03-31
Filed2026-04-02
PKW
0.14%INVESCO BUYBACK ACHIEVERS ETF
Shares2.1K
Event2026-03-31
Filed2026-04-02
D
0.00%DOMINION ENERGY INC COM
Shares4.5K
Event2026-03-31
Filed2026-04-02
IWB
0.00%ISHARES RUSSELL 1000 ETF
Shares702
Event2026-03-31
Filed2026-04-02
JPM
0.24%JPMORGAN CHASE & CO COM
Shares829
Event2026-03-31
Filed2026-04-02
IAUM
0.40%ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST
Shares5.0K
Event2026-03-31
Filed2026-04-02
CVX
0.00%CHEVRON CORPORATION COM
Shares1.0K
Event2026-03-31
Filed2026-04-02
KO
0.04%COCA COLA CO COM
Shares2.8K
Event2026-03-31
Filed2026-04-02
ALPHABET INC CAP STK CL A
0.00%ALPHABET INC CAP STK CL A
Shares731
Event2026-03-31
Filed2026-04-02
FDM
0.00%FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND
Shares2.5K
Event2026-03-31
Filed2026-04-02
DGS
0.00%WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
Shares3.4K
Event2026-03-31
Filed2026-04-02
ALLW
33.31%STATE STREET BRIDGEWATER ALL WEATHER ETF
Shares6.8K
Event2026-03-31
Filed2026-04-02
IYR
3.87%ISHARES U.S. REAL ESTATE ETF
Shares2.0K
Event2026-03-31
Filed2026-04-02
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP COM
Shares2.3K
Event2026-03-31
Filed2026-04-02
ALPHABET INC CAP STK CL C
1.61%ALPHABET INC CAP STK CL C
Shares633
Event2026-03-31
Filed2026-04-02
BND
0.00%VANGUARD TOTAL BOND MARKET ETF
Shares2.4K
Event2026-03-31
Filed2026-04-02
EMHY
0.00%ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF
Shares4.4K
Event2026-03-31
Filed2026-04-02
BROADCOM INC COM
2.01%BROADCOM INC COM
Shares557
Event2026-03-31
Filed2026-04-02
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares280
Event2026-03-31
Filed2026-04-02
VIOV
0.00%VANGUARD S&P SMALL-CAP 600 VALUE ETF
Shares1.6K
Event2026-03-31
Filed2026-04-02
VSEC
-3.82%VSE CORP COM
Shares882
Event2026-03-31
Filed2026-04-02
VZ
0.09%VERIZON COMMUNICATIONS INC COM
Shares3.2K
Event2026-03-31
Filed2026-04-02
PLTR
-0.83%PALANTIR TECHNOLOGIES INC CL A
Shares1.1K
Event2026-03-31
Filed2026-04-02
CATH
14.10%GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF
Shares2.0K
Event2026-03-31
Filed2026-04-02
TMO
-0.33%THERMO FISHER SCIENTIFIC INC COM
Shares302
Event2026-03-31
Filed2026-04-02
EFAV
NewISHARES MSCI EAFE MIN VOL FACTOR ETF
Shares1.6K
Event2026-03-31
Filed2026-04-02
JNJ
0.00%JOHNSON & JOHNSON COM
Shares570
Event2026-03-31
Filed2026-04-02
META
5.07%META PLATFORMS INC CL A
Shares228
Event2026-03-31
Filed2026-04-02
DIA
0.36%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares279
Event2026-03-31
Filed2026-04-02
IBM
-1.71%INTERNATIONAL BUSINESS MACHS COM
Shares518
Event2026-03-31
Filed2026-04-02
DFAS
0.00%DIMENSIONAL U.S. SMALL CAP ETF
Shares1.7K
Event2026-03-31
Filed2026-04-02
ILCV
0.00%ISHARES MORNINGSTAR VALUE ETF
Shares1.3K
Event2026-03-31
Filed2026-04-02
AMGN
0.00%AMGEN INC COM
Shares333
Event2026-03-31
Filed2026-04-02
DFAR
0.00%DIMENSIONAL US REAL ESTATE ETF
Shares4.9K
Event2026-03-31
Filed2026-04-02
LNT
0.00%ALLIANT ENERGY CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-02
NKSH
0.00%NATIONAL BANKSHARES INC VA COM
Shares3.1K
Event2026-03-31
Filed2026-04-02
HON
0.00%HONEYWELL INTL INC COM
Shares497
Event2026-03-31
Filed2026-04-02
DFUV
0.00%DIMENSIONAL US MARKETWIDE VALUE ETF
Shares2.2K
Event2026-03-31
Filed2026-04-02
MU
-48.30%MICRON TECHNOLOGY INC COM
Shares304
Event2026-03-31
Filed2026-04-02
EMDV
0.00%PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF
Shares2.2K
Event2026-03-31
Filed2026-04-02
MCD
0.00%MCDONALDS CORP COM
Shares304
Event2026-03-31
Filed2026-04-02
IHI
0.00%ISHARES U.S. MEDICAL DEVICES ETF
Shares1.8K
Event2026-03-31
Filed2026-04-02
LOW
0.00%LOWES COS INC COM
Shares395
Event2026-03-31
Filed2026-04-02
LLY
0.00%ELI LILLY & CO COM
Shares101
Event2026-03-31
Filed2026-04-02
JCI
2.53%JOHNSON CTLS INTL PLC SHS
Shares689
Event2026-03-31
Filed2026-04-02
AMD
16.39%ADVANCED MICRO DEVICES INC COM
Shares426
Event2026-03-31
Filed2026-04-02
NFLX
4.41%NETFLIX INC. COM
Shares900
Event2026-03-31
Filed2026-04-02
PSI
0.00%INVESCO SEMICONDUCTORS ETF
Shares912
Event2026-03-31
Filed2026-04-02
HD
0.00%HOME DEPOT INC COM
Shares259
Event2026-03-31
Filed2026-04-02
MERCK & CO INC COM
0.00%MERCK & CO INC COM
Shares703
Event2026-03-31
Filed2026-04-02
WMT
0.00%WALMART INC COM
Shares671
Event2026-03-31
Filed2026-04-02
IVW
0.00%ISHARES S&P 500 GROWTH ETF
Shares720
Event2026-03-31
Filed2026-04-02
TSLA
-3.11%TESLA INC COM
Shares218
Event2026-03-31
Filed2026-04-02
INTC
26.40%INTEL CORP COM
Shares1.8K
Event2026-03-31
Filed2026-04-02
UNH
-7.67%UNITEDHEALTH GROUP INC COM
Shares289
Event2026-03-31
Filed2026-04-02
PEP
0.00%PEPSICO INC COM
Shares499
Event2026-03-31
Filed2026-04-02
V
0.00%VISA INC COM CL A
Shares249
Event2026-03-31
Filed2026-04-02
FTI
0.00%TECHNIPFMC PLC COM
Shares1.1K
Event2026-03-31
Filed2026-04-02
EYLD
0.00%CAMBRIA EMERGING SHAREHOLDER YIELD ETF
Shares1.7K
Event2026-03-31
Filed2026-04-02
MINT
0.00%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares700
Event2026-03-31
Filed2026-04-02
VGSR
0.00%VERT GLOBAL SUSTAINABLE REAL ESTATE ETF
Shares6.8K
Event2026-03-31
Filed2026-04-02
EUDV
0.00%PROSHARES MSCI EUROPE DIVIDEND GROWERS ETF
Shares1.3K
Event2026-03-31
Filed2026-04-02
COST
-8.11%COSTCO WHOLESALE CORPORATION COM
Shares68
Event2026-03-31
Filed2026-04-02
CSCO
0.00%CISCO SYS INC COM
Shares855
Event2026-03-31
Filed2026-04-02
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares194
Event2026-03-31
Filed2026-04-02
FREL
0.00%FIDELITY MSCI REAL ESTATE INDEX ETF
Shares2.3K
Event2026-03-31
Filed2026-04-02
VO
0.00%VANGUARD MID-CAP ETF
Shares217
Event2026-03-31
Filed2026-04-02
LAM RESEARCH CORP COM NEW
1.89%LAM RESEARCH CORP COM NEW
Shares270
Event2026-03-31
Filed2026-04-02
ABBV
0.00%ABBVIE INC COM
Shares249
Event2026-03-31
Filed2026-04-02
GS
-1.54%GOLDMAN SACHS GROUP INC COM
Shares64
Event2026-03-31
Filed2026-04-02
NET
0.00%CLOUDFLARE INC CL A COM
Shares258
Event2026-03-31
Filed2026-04-02
PANW
0.00%PALO ALTO NETWORKS INC COM
Shares329
Event2026-03-31
Filed2026-04-02
FNDF
0.00%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares1.1K
Event2026-03-31
Filed2026-04-02
VNQ
-46.66%VANGUARD REAL ESTATE ETF
Shares591
Event2026-03-31
Filed2026-04-02
GE AEROSPACE COM NEW
-3.19%GE AEROSPACE COM NEW
Shares182
Event2026-03-31
Filed2026-04-02
GEV
0.00%GE VERNOVA INC COM
Shares58
Event2026-03-31
Filed2026-04-02
BAC
-15.39%BANK AMERICA CORP COM
Shares1.0K
Event2026-03-31
Filed2026-04-02
VFH
0.00%VANGUARD FINANCIALS ETF
Shares406
Event2026-03-31
Filed2026-04-02
FBTC
0.00%FIDELITY WISE ORIGIN BITCOIN FUND
Shares810
Event2026-03-31
Filed2026-04-02
MA
2.15%MASTERCARD INCORPORATED CL A
Shares95
Event2026-03-31
Filed2026-04-02
ITB
0.19%ISHARES U.S. HOME CONSTRUCTION ETF
Shares520
Event2026-03-31
Filed2026-04-02
TJX
0.00%TJX COS INC NEW COM
Shares293
Event2026-03-31
Filed2026-04-02
SCHA
0.00%SCHWAB U.S. SMALL-CAP ETF
Shares1.6K
Event2026-03-31
Filed2026-04-02
DES
0.32%WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
Shares1.3K
Event2026-03-31
Filed2026-04-02
BA
7.18%BOEING CO COM
Shares224
Event2026-03-31
Filed2026-04-02
CMCSA
0.00%COMCAST CORP NEW CL A
Shares1.5K
Event2026-03-31
Filed2026-04-02
VTV
0.00%VANGUARD VALUE ETF
Shares207
Event2026-03-31
Filed2026-04-02
SBUX
0.00%STARBUCKS CORP COM
Shares448
Event2026-03-31
Filed2026-04-02
RCL
0.69%ROYAL CARIBBEAN GROUP COM
Shares145
Event2026-03-31
Filed2026-04-02
LINDE PLC SHS
0.00%LINDE PLC SHS
Shares80
Event2026-03-31
Filed2026-04-02
PM
0.00%PHILIP MORRIS INTL INC COM
Shares235
Event2026-03-31
Filed2026-04-02
AI
0.00%C3 AI INC CL A
Shares4.6K
Event2026-03-31
Filed2026-04-02
LMT
0.00%LOCKHEED MARTIN CORP COM
Shares62
Event2026-03-31
Filed2026-04-02
MCK
0.00%MCKESSON CORP COM
Shares43
Event2026-03-31
Filed2026-04-02
PG
0.40%PROCTER & GAMBLE CO COM
Shares254
Event2026-03-31
Filed2026-04-02
MPC
0.00%MARATHON PETE CORP COM
Shares150
Event2026-03-31
Filed2026-04-02
NEE
0.00%NEXTERA ENERGY INC COM
Shares387
Event2026-03-31
Filed2026-04-02
HII
0.00%HUNTINGTON INGALLS INDS INC COM
Shares93
Event2026-03-31
Filed2026-04-02
ADM
0.00%ARCHER DANIELS MIDLAND CO COM
Shares480
Event2026-03-31
Filed2026-04-02
TXN
0.00%TEXAS INSTRS INC COM
Shares169
Event2026-03-31
Filed2026-04-02
ORCL
0.93%ORACLE CORP COM
Shares218
Event2026-03-31
Filed2026-04-02
CAT
2.38%CATERPILLAR INC COM
Shares43
Event2026-03-31
Filed2026-04-02
EIX
0.00%EDISON INTL COM
Shares400
Event2026-03-31
Filed2026-04-02
PGR
0.00%PROGRESSIVE CORP COM
Shares135
Event2026-03-31
Filed2026-04-02
RTX
1.47%RTX CORPORATION COM
Shares138
Event2026-03-31
Filed2026-04-02
AMAT
192.00%APPLIED MATLS INC COM
Shares73
Event2026-03-31
Filed2026-04-02
GILD
0.00%GILEAD SCIENCES INC COM
Shares177
Event2026-03-31
Filed2026-04-02
WMB
-0.30%WILLIAMS COS INC COM
Shares335
Event2026-03-31
Filed2026-04-02
PDI
3.84%PIMCO DYNAMIC INCOME FD SHS
Shares1.4K
Event2026-03-31
Filed2026-04-02
KTOS
7.21%KRATOS DEFENSE & SEC SOLUTIONS COM NEW
Shares327
Event2026-03-31
Filed2026-04-02
SPGI
0.00%S&P GLOBAL INC COM
Shares54
Event2026-03-31
Filed2026-04-02
PFFA
2.45%VIRTUS INFRACAP U.S. PREFERRED STOCK ETF
Shares1.1K
Event2026-03-31
Filed2026-04-02
MS
-12.10%MORGAN STANLEY COM NEW
Shares138
Event2026-03-31
Filed2026-04-02
ARISTA NETWORKS INC COM SHS
4.17%ARISTA NETWORKS INC COM SHS
Shares175
Event2026-03-31
Filed2026-04-02
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares22
Event2026-03-31
Filed2026-04-02
YUM
0.00%YUM BRANDS INC COM
Shares135
Event2026-03-31
Filed2026-04-02
EATON CORP PLC SHS
0.00%EATON CORP PLC SHS
Shares58
Event2026-03-31
Filed2026-04-02
CRM
-9.84%SALESFORCE INC COM
Shares110
Event2026-03-31
Filed2026-04-02
ADBE
-10.64%ADOBE INC COM
Shares84
Event2026-03-31
Filed2026-04-02
ADI
25.49%ANALOG DEVICES INC COM
Shares64
Event2026-03-31
Filed2026-04-02
BSCQ
0.00%INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
Shares1.0K
Event2026-03-31
Filed2026-04-02
BSCR
0.00%INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
Shares1.0K
Event2026-03-31
Filed2026-04-02
BSCS
0.00%INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
Shares975
Event2026-03-31
Filed2026-04-02
BSCT
0.00%INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
Shares1.1K
Event2026-03-31
Filed2026-04-02
AXP
195.45%AMERICAN EXPRESS CO COM
Shares65
Event2026-03-31
Filed2026-04-02
ALL
5.75%ALLSTATE CORP COM
Shares92
Event2026-03-31
Filed2026-04-02
DE
0.00%DEERE & CO COM
Shares33
Event2026-03-31
Filed2026-04-02
QCOM
-24.04%QUALCOMM INC COM
Shares139
Event2026-03-31
Filed2026-04-02
TFC
0.00%TRUIST FINL CORP COM
Shares389
Event2026-03-31
Filed2026-04-02
UBER
-5.45%UBER TECHNOLOGIES INC COM
Shares243
Event2026-03-31
Filed2026-04-02
ICE
0.00%INTERCONTINENTAL EXCHANGE INC COM
Shares111
Event2026-03-31
Filed2026-04-02
MELI
66.67%MERCADOLIBRE INC COM
Shares10
Event2026-03-31
Filed2026-04-02
AMT
3.09%AMERICAN TOWER CORP COM
Shares100
Event2026-03-31
Filed2026-04-02
TT
0.00%TRANE TECHNOLOGIES PLC SHS
Shares41
Event2026-03-31
Filed2026-04-02
PFE
-26.72%PFIZER INC COM
Shares606
Event2026-03-31
Filed2026-04-02
REGN
0.00%REGENERON PHARMACEUTICALS COM
Shares22
Event2026-03-31
Filed2026-04-02
PDO
2.92%PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS
Shares1.3K
Event2026-03-31
Filed2026-04-02
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares177
Event2026-03-31
Filed2026-04-02
ACCENTURE PLC IRELAND SHS CLASS A
7.89%ACCENTURE PLC IRELAND SHS CLASS A
Shares82
Event2026-03-31
Filed2026-04-02
ADP
0.00%AUTOMATIC DATA PROCESSING INC COM
Shares80
Event2026-03-31
Filed2026-04-02
AON PLC SHS CL A
0.00%AON PLC SHS CL A
Shares50
Event2026-03-31
Filed2026-04-02
CRWV
2.46%COREWEAVE INC COM CL A
Shares208
Event2026-03-31
Filed2026-04-02
BITMINE IMMERSION TECNOLOGIES COM NEW
6.87%BITMINE IMMERSION TECNOLOGIES COM NEW
Shares809
Event2026-03-31
Filed2026-04-02
WDC
0.00%WESTERN DIGITAL CORP COM
Shares59
Event2026-03-31
Filed2026-04-02
LEN
0.55%LENNAR CORP CL A
Shares184
Event2026-03-31
Filed2026-04-02
CITIGROUP INC COM NEW
-5.44%CITIGROUP INC COM NEW
Shares139
Event2026-03-31
Filed2026-04-02
COP
-0.83%CONOCOPHILLIPS COM
Shares119
Event2026-03-31
Filed2026-04-02
UNP
0.00%UNION PAC CORP COM
Shares64
Event2026-03-31
Filed2026-04-02
HWM
0.00%HOWMET AEROSPACE INC COM
Shares66
Event2026-03-31
Filed2026-04-02
INTU
6.06%INTUIT COM
Shares35
Event2026-03-31
Filed2026-04-02
TMUS
0.00%T-MOBILE US INC COM
Shares71
Event2026-03-31
Filed2026-04-02
MCO
6.25%MOODYS CORP COM
Shares34
Event2026-03-31
Filed2026-04-02
JBTM
0.00%JBT MAREL CORPORATION COM
Shares113
Event2026-03-31
Filed2026-04-02
HAL
-3.98%HALLIBURTON CO COM
Shares362
Event2026-03-31
Filed2026-04-02
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares32
Event2026-03-31
Filed2026-04-02
PLD
0.00%PROLOGIS INC. COM
Shares105
Event2026-03-31
Filed2026-04-02
EA
-1.45%ELECTRONIC ARTS INC COM
Shares68
Event2026-03-31
Filed2026-04-02
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares36
Event2026-03-31
Filed2026-04-02
ABT
0.00%ABBOTT LABORATORIES COM
Shares132
Event2026-03-31
Filed2026-04-02
ITW
0.00%ILLINOIS TOOL WKS INC COM
Shares52
Event2026-03-31
Filed2026-04-02
SOFI
-14.16%SOFI TECHNOLOGIES INC COM
Shares849
Event2026-03-31
Filed2026-04-02
WFC
-24.22%WELLS FARGO & CO COM
Shares169
Event2026-03-31
Filed2026-04-02
ROST
0.00%ROSS STORES INC COM
Shares62
Event2026-03-31
Filed2026-04-02
FPF
0.00%FIRST TR INTER DURATN PFD & IN COM
Shares750
Event2026-03-31
Filed2026-04-02
MMC
0.00%MARSH & MCLENNAN COS INC COM
Shares76
Event2026-03-31
Filed2026-04-02
WELL
1.56%WELLTOWER INC COM
Shares65
Event2026-03-31
Filed2026-04-02
GENERAL DYNAMICS CORP COM
0.00%GENERAL DYNAMICS CORP COM
Shares37
Event2026-03-31
Filed2026-04-02
SO
0.00%SOUTHERN CO COM
Shares129
Event2026-03-31
Filed2026-04-02
LHX
0.00%L3HARRIS TECHNOLOGIES INC COM
Shares36
Event2026-03-31
Filed2026-04-02
BIZD
0.00%VANECK BDC INCOME ETF
Shares969
Event2026-03-31
Filed2026-04-02
RIO
0.00%RIO TINTO PLC SPONSORED ADR
Shares132
Event2026-03-31
Filed2026-04-02
DHR
0.00%DANAHER CORP DEL COM
Shares64
Event2026-03-31
Filed2026-04-02
VLO
0.00%VALERO ENERGY CORP COM
Shares49
Event2026-03-31
Filed2026-04-02
PHM
0.00%PULTE GROUP INC COM
Shares102
Event2026-03-31
Filed2026-04-02
FCX
2.53%FREEPORT MCMORAN INC CL B
Shares203
Event2026-03-31
Filed2026-04-02
TM
0.00%TOYOTA MOTOR CORP ADS
Shares58
Event2026-03-31
Filed2026-04-02
WM
0.00%WASTE MGMT INC DEL COM
Shares52
Event2026-03-31
Filed2026-04-02
AME
-1.79%AMETEK INC COM
Shares55
Event2026-03-31
Filed2026-04-02
DIS
-5.43%DISNEY WALT CO COM
Shares122
Event2026-03-31
Filed2026-04-02
CB
9.09%CHUBB LTD SWITZ COM
Shares36
Event2026-03-31
Filed2026-04-02
APD
0.00%AIR PRODUCTS AND CHEMICALS INC COM
Shares40
Event2026-03-31
Filed2026-04-02
MCHP
19.18%MICROCHIP TECHNOLOGY INC. COM
Shares174
Event2026-03-31
Filed2026-04-02
SHW
0.00%SHERWIN WILLIAMS CO COM
Shares34
Event2026-03-31
Filed2026-04-02
STT
0.00%STATE STR CORP COM
Shares86
Event2026-03-31
Filed2026-04-02
NAD
0.00%NUVEEN QUALITY MUNCP INCOME FD COM
Shares941
Event2026-03-31
Filed2026-04-02
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares82
Event2026-03-31
Filed2026-04-02
OKTA
1.50%OKTA INC CL A
Shares135
Event2026-03-31
Filed2026-04-02
SLV
10.71%ISHARES SILVER TRUST
Shares155
Event2026-03-31
Filed2026-04-02
FMC
0.00%FMC CORP COM NEW
Shares612
Event2026-03-31
Filed2026-04-02
MDLZ
0.00%MONDELEZ INTL INC CL A
Shares179
Event2026-03-31
Filed2026-04-02
MARVELL TECHNOLOGY INC COM
5.05%MARVELL TECHNOLOGY INC COM
Shares104
Event2026-03-31
Filed2026-04-02
TSN
0.00%TYSON FOODS INC CL A
Shares160
Event2026-03-31
Filed2026-04-02
NEM
-1.06%NEWMONT CORP COM
Shares93
Event2026-03-31
Filed2026-04-02
IVT
0.00%INVENTRUST PPTYS CORP COM NEW
Shares330
Event2026-03-31
Filed2026-04-02
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares35
Event2026-03-31
Filed2026-04-02
IIPR
0.00%INNOVATIVE INDL PPTYS INC COM
Shares200
Event2026-03-31
Filed2026-04-02
TRGP
0.00%TARGA RES CORP COM
Shares40
Event2026-03-31
Filed2026-04-02
APP
0.00%APPLOVIN CORP COM CL A
Shares25
Event2026-03-31
Filed2026-04-02
VRSN
-2.44%VERISIGN INC COM
Shares40
Event2026-03-31
Filed2026-04-02
WTW
0.00%WILLIS TOWERS WATSON PLC LTD SHS
Shares34
Event2026-03-31
Filed2026-04-02
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC COM
Shares109
Event2026-03-31
Filed2026-04-02
SLB
0.00%SLB LIMITED COM STK
Shares191
Event2026-03-31
Filed2026-04-02
CMS
0.00%CMS ENERGY CORP COM
Shares126
Event2026-03-31
Filed2026-04-02
EVRG
0.00%EVERGY INC COM
Shares119
Event2026-03-31
Filed2026-04-02
CMI
5.88%CUMMINS INC COM
Shares18
Event2026-03-31
Filed2026-04-02
HIG
0.00%HARTFORD INSURANCE GROUP INC COM
Shares71
Event2026-03-31
Filed2026-04-02
DUKE ENERGY CORP NEW COM NEW
0.00%DUKE ENERGY CORP NEW COM NEW
Shares73
Event2026-03-31
Filed2026-04-02
AMKR
16.57%AMKOR TECHNOLOGY INC COM
Shares211
Event2026-03-31
Filed2026-04-02
VRTX
0.00%VERTEX PHARMACEUTICALS INC COM
Shares21
Event2026-03-31
Filed2026-04-02
PWR
0.00%QUANTA SVCS INC COM
Shares17
Event2026-03-31
Filed2026-04-02
VRT
23.33%VERTIV HOLDINGS CO COM CL A
Shares37
Event2026-03-31
Filed2026-04-02
OMC
0.00%OMNICOM GROUP INC COM
Shares123
Event2026-03-31
Filed2026-04-02
COIN
17.78%COINBASE GLOBAL INC COM CL A
Shares53
Event2026-03-31
Filed2026-04-02
MO
0.00%ALTRIA GROUP INC COM
Shares139
Event2026-03-31
Filed2026-04-02
SPG
2.08%SIMON PPTY GROUP INC NEW COM
Shares49
Event2026-03-31
Filed2026-04-02
APAM
0.00%ARTISAN PARTNERS ASSET MGMT I CL A
Shares250
Event2026-03-31
Filed2026-04-02
ABNB
111.76%AIRBNB INC COM CL A
Shares72
Event2026-03-31
Filed2026-04-02
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC COM
Shares32
Event2026-03-31
Filed2026-04-02
CRWD
64.29%CROWDSTRIKE HLDGS INC CL A
Shares23
Event2026-03-31
Filed2026-04-02
NB
0.00%NIOCORP DEVS LTD COM NEW
Shares2.0K
Event2026-03-31
Filed2026-04-02
EQIX
0.00%EQUINIX INC COM
Shares9
Event2026-03-31
Filed2026-04-02
PFXF
0.00%VANECK PREFERRED SECURITIES EX FINANCIALS ETF
Shares500
Event2026-03-31
Filed2026-04-02
PCAR
0.00%PACCAR INC COM
Shares75
Event2026-03-31
Filed2026-04-02
FETH
0.00%FIDELITY ETHEREUM FUND ETF
Shares412
Event2026-03-31
Filed2026-04-02
AFRM
8.72%AFFIRM HLDGS INC COM CL A
Shares187
Event2026-03-31
Filed2026-04-02
MET
0.00%METLIFE INC COM
Shares121
Event2026-03-31
Filed2026-04-02
RSG
0.00%REPUBLIC SVCS INC COM
Shares39
Event2026-03-31
Filed2026-04-02
RJF
0.00%RAYMOND JAMES FINL INC COM
Shares57
Event2026-03-31
Filed2026-04-02
COF
-21.05%CAPITAL ONE FINL CORP COM
Shares45
Event2026-03-31
Filed2026-04-02
FDX
0.00%FEDEX CORP COM
Shares23
Event2026-03-31
Filed2026-04-02
OXY
-67.44%OCCIDENTAL PETE CORP COM
Shares126
Event2026-03-31
Filed2026-04-02
SRE
5.19%SEMPRA COM
Shares81
Event2026-03-31
Filed2026-04-02
IR
0.00%INGERSOLL RAND INC COM
Shares98
Event2026-03-31
Filed2026-04-02
ISRG
54.55%INTUITIVE SURGICAL INC COM NEW
Shares17
Event2026-03-31
Filed2026-04-02
ETR
0.00%ENTERGY CORP NEW COM
Shares68
Event2026-03-31
Filed2026-04-02
PSTG
0.00%EVERPURE INC CL A
Shares129
Event2026-03-31
Filed2026-04-02
XOVR
0.00%ERSHARES PRIVATE-PUBLIC CROSSOVER ETF
Shares450
Event2026-03-31
Filed2026-04-02
MDB
34.78%MONGODB INC CL A
Shares31
Event2026-03-31
Filed2026-04-02
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
11.76%SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares19
Event2026-03-31
Filed2026-04-02
COPX
11.49%GLOBAL X COPPER MINERS ETF
Shares97
Event2026-03-31
Filed2026-04-02
CRCL
5.48%CIRCLE INTERNET GROUP INC COM CL A
Shares77
Event2026-03-31
Filed2026-04-02
TRV
177.78%TRAVELERS COMPANIES INC COM
Shares25
Event2026-03-31
Filed2026-04-02
WAB
3.70%WABTEC COM
Shares28
Event2026-03-31
Filed2026-04-02
XEL
0.00%XCEL ENERGY INC COM
Shares88
Event2026-03-31
Filed2026-04-02
TTAN
1.85%SERVICETITAN INC SHS CL A
Shares110
Event2026-03-31
Filed2026-04-02
PRU
4.41%PRUDENTIAL FINL INC COM
Shares71
Event2026-03-31
Filed2026-04-02
THE CIGNA GROUP COM
0.00%THE CIGNA GROUP COM
Shares26
Event2026-03-31
Filed2026-04-02
MJ
50.00%AMPLIFY ALTERNATIVE HARVEST ETF
Shares300
Event2026-03-31
Filed2026-04-02
DHI
0.00%D R HORTON INC COM
Shares50
Event2026-03-31
Filed2026-04-02
BSX
1.87%BOSTON SCIENTIFIC CORP COM
Shares109
Event2026-03-31
Filed2026-04-02
EBAY
0.00%EBAY INC. COM
Shares75
Event2026-03-31
Filed2026-04-02
IQV
0.00%IQVIA HLDGS INC COM
Shares40
Event2026-03-31
Filed2026-04-02
NIO
0.00%NIO INC SPON ADS
Shares1.1K
Event2026-03-31
Filed2026-04-02
CBOE
9.09%CBOE GLOBAL MKTS INC COM
Shares24
Event2026-03-31
Filed2026-04-02
ELV
0.00%ELEVANCE HEALTH INC FORMERLY A COM
Shares23
Event2026-03-31
Filed2026-04-02
CEG
-7.69%CONSTELLATION ENERGY CORP COM
Shares24
Event2026-03-31
Filed2026-04-02
IT
0.00%GARTNER INC COM
Shares42
Event2026-03-31
Filed2026-04-02
AIQ
0.00%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares142
Event2026-03-31
Filed2026-04-02
CTVA
0.00%CORTEVA INC COM
Shares79
Event2026-03-31
Filed2026-04-02
ROCKET LAB CORP COM
0.00%ROCKET LAB CORP COM
Shares100
Event2026-03-31
Filed2026-04-02
POET
9.66%POET TECHNOLOGIES INC COM NEW
Shares1.1K
Event2026-03-31
Filed2026-04-02
CBRE
-7.84%CBRE GROUP INC CL A
Shares47
Event2026-03-31
Filed2026-04-02
BSJQ
0.00%INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF
Shares273
Event2026-03-31
Filed2026-04-02
PPTA
0.00%PERPETUA RESOURCES CORP COM
Shares225
Event2026-03-31
Filed2026-04-02
AJG
-6.45%GALLAGHER ARTHUR J & CO COM
Shares29
Event2026-03-31
Filed2026-04-02
KMI
0.00%KINDER MORGAN INC DEL COM
Shares187
Event2026-03-31
Filed2026-04-02
XLE
0.00%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares102
Event2026-03-31
Filed2026-04-02
BSJR
0.00%INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF
Shares274
Event2026-03-31
Filed2026-04-02
ECL
0.00%ECOLAB INC COM
Shares23
Event2026-03-31
Filed2026-04-02
CDNS
0.00%CADENCE DESIGN SYSTEM INC COM
Shares22
Event2026-03-31
Filed2026-04-02
APOLLO GLOBAL MGMT INC COM
-44.90%APOLLO GLOBAL MGMT INC COM
Shares54
Event2026-03-31
Filed2026-04-02
AFL
5.88%AFLAC INC COM
Shares54
Event2026-03-31
Filed2026-04-02
MLM
0.00%MARTIN MARIETTA MATLS INC COM
Shares10
Event2026-03-31
Filed2026-04-02
NVO
10.34%NOVO-NORDISK A S ADR
Shares160
Event2026-03-31
Filed2026-04-02
CELH
19.57%CELSIUS HLDGS INC COM NEW
Shares165
Event2026-03-31
Filed2026-04-02
URI
0.00%UNITED RENTALS INC COM
Shares8
Event2026-03-31
Filed2026-04-02
BK
4.35%BANK NEW YORK MELLON CORP COM
Shares48
Event2026-03-31
Filed2026-04-02
JEPI
0.00%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares100
Event2026-03-31
Filed2026-04-02
MMM
-37.10%3M CO COM
Shares39
Event2026-03-31
Filed2026-04-02
WAT
5.56%WATERS CORP COM
Shares19
Event2026-03-31
Filed2026-04-02
APLD
6.33%APPLIED DIGITAL CORP COM NEW
Shares235
Event2026-03-31
Filed2026-04-02
KR
16.67%KROGER CO COM
Shares77
Event2026-03-31
Filed2026-04-02
JEPQ
0.00%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares100
Event2026-03-31
Filed2026-04-02
ROIV
0.00%ROIVANT SCIENCES LTD SHS
Shares200
Event2026-03-31
Filed2026-04-02
NBIS
108.00%NEBIUS GROUP N.V. SHS CLASS A
Shares52
Event2026-03-31
Filed2026-04-02
MEDTRONIC PLC SHS
0.00%MEDTRONIC PLC SHS
Shares62
Event2026-03-31
Filed2026-04-02
TMFC
28.57%MOTLEY FOOL 100 INDEX ETF
Shares81
Event2026-03-31
Filed2026-04-02
BBAI
4.34%BIGBEAR AI HLDGS INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-02
O
0.00%REALTY INCOME CORP COM
Shares86
Event2026-03-31
Filed2026-04-02
HSIC
0.00%SCHEIN HENRY INC COM
Shares71
Event2026-03-31
Filed2026-04-02
ULTA
0.00%ULTA BEAUTY INC COM
Shares10
Event2026-03-31
Filed2026-04-02
VXUS
0.00%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares67
Event2026-03-31
Filed2026-04-02
LYFT
15.02%LYFT INC CL A COM
Shares383
Event2026-03-31
Filed2026-04-02
AWK
0.00%AMERICAN WTR WKS CO INC NEW COM
Shares37
Event2026-03-31
Filed2026-04-02
ADSK
5.00%AUTODESK INC COM
Shares21
Event2026-03-31
Filed2026-04-02
FHN
0.00%FIRST HORIZON CORPORATION COM
Shares220
Event2026-03-31
Filed2026-04-02
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
Shares70
Event2026-03-31
Filed2026-04-02
JOBY
6.41%JOBY AVIATION INC COMMON STOCK
Shares581
Event2026-03-31
Filed2026-04-02
CPNG
7.23%COUPANG INC CL A
Shares252
Event2026-03-31
Filed2026-04-02
USAR
-0.32%USA RARE EARTH INC COM
Shares311
Event2026-03-31
Filed2026-04-02
T
14.89%AT&T INC COM
Shares162
Event2026-03-31
Filed2026-04-02
HUT 8 CORP COM
0.00%HUT 8 CORP COM
Shares100
Event2026-03-31
Filed2026-04-02
CSX
0.00%CSX CORP COM
Shares114
Event2026-03-31
Filed2026-04-02
APH
94.74%AMPHENOL CORP CL A
Shares37
Event2026-03-31
Filed2026-04-02
CVS
4.84%CVS HEALTH CORP COM
Shares65
Event2026-03-31
Filed2026-04-02
ROK
0.00%ROCKWELL AUTOMATION INC COM
Shares13
Event2026-03-31
Filed2026-04-02
AMZA
0.00%INFRACAP MLP ETF
Shares100
Event2026-03-31
Filed2026-04-02
SYK
0.00%STRYKER CORPORATION COM
Shares14
Event2026-03-31
Filed2026-04-02
MAR
7.69%MARRIOTT INTL INC NEW CL A
Shares14
Event2026-03-31
Filed2026-04-02
TXT
0.00%TEXTRON INC COM
Shares51
Event2026-03-31
Filed2026-04-02
MNST
0.00%MONSTER BEVERAGE CORP NEW COM
Shares61
Event2026-03-31
Filed2026-04-02
KLAC
0.00%KLA CORP COM NEW
Shares3
Event2026-03-31
Filed2026-04-02
GRMN
0.00%GARMIN LTD SHS
Shares19
Event2026-03-31
Filed2026-04-02
ARM
7.41%ARM HOLDINGS PLC SPONSORED ADS
Shares29
Event2026-03-31
Filed2026-04-02
EXPE
0.00%EXPEDIA GROUP INC COM NEW
Shares19
Event2026-03-31
Filed2026-04-02
SNA
0.00%SNAP ON INC COM
Shares12
Event2026-03-31
Filed2026-04-02
FANG
0.00%DIAMONDBACK ENERGY INC COM
Shares22
Event2026-03-31
Filed2026-04-02
PSA
0.00%PUBLIC STORAGE OPER CO COM
Shares16
Event2026-03-31
Filed2026-04-02
DLR
41.18%DIGITAL RLTY TR INC COM
Shares24
Event2026-03-31
Filed2026-04-02
AOS
0.00%SMITH A O CORP COM
Shares65
Event2026-03-31
Filed2026-04-02
ATLASSIAN CORPORATION CL A
12.50%ATLASSIAN CORPORATION CL A
Shares63
Event2026-03-31
Filed2026-04-02
PKG
0.00%PACKAGING CORP AMER COM
Shares20
Event2026-03-31
Filed2026-04-02
IONQ
15.75%IONQ INC COM
Shares147
Event2026-03-31
Filed2026-04-02
BKNG
0.00%BOOKING HOLDINGS INC COM
Shares1
Event2026-03-31
Filed2026-04-02
TLN
0.00%TALEN ENERGY CORP COM
Shares13
Event2026-03-31
Filed2026-04-02
CTRA
0.00%COTERRA ENERGY INC COM
Shares117
Event2026-03-31
Filed2026-04-02
DYN
0.00%DYNE THERAPEUTICS INC COM
Shares225
Event2026-03-31
Filed2026-04-02
GLXY
5.26%GALAXY DIGITAL INC. CL A
Shares220
Event2026-03-31
Filed2026-04-02
QYLD
-64.65%GLOBAL X NASDAQ 100 COVERED CALL ETF
Shares234
Event2026-03-31
Filed2026-04-02
ASML
0.00%ASML HLDG NV N Y REGISTRY SHS
Shares3
Event2026-03-31
Filed2026-04-02
UTG
0.00%REAVES UTIL INCOME FD COM SH BEN INT
Shares100
Event2026-03-31
Filed2026-04-02
F
0.00%FORD MTR CO COM
Shares338
Event2026-03-31
Filed2026-04-02
BABA
181.82%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares31
Event2026-03-31
Filed2026-04-02
PAVE
0.00%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares76
Event2026-03-31
Filed2026-04-02
VTR
113.64%VENTAS INC COM
Shares47
Event2026-03-31
Filed2026-04-02
MSCI
0.00%MSCI INC COM
Shares7
Event2026-03-31
Filed2026-04-02
CART
0.00%MAPLEBEAR INC COM
Shares100
Event2026-03-31
Filed2026-04-02
HSY
0.00%HERSHEY CO COM
Shares18
Event2026-03-31
Filed2026-04-02
GLDM
100.00%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares40
Event2026-03-31
Filed2026-04-02
DVA
4.35%DAVITA INC COM
Shares24
Event2026-03-31
Filed2026-04-02
HOOD
39.47%ROBINHOOD MKTS INC COM CL A
Shares53
Event2026-03-31
Filed2026-04-02
HLT
9.09%HILTON WORLDWIDE HLDGS INC COM
Shares12
Event2026-03-31
Filed2026-04-02
TLX
7.95%TELIX PHARMACEUTICAL LTD SPONSORED ADS
Shares380
Event2026-03-31
Filed2026-04-02
OTIS
0.00%OTIS WORLDWIDE CORP COM
Shares47
Event2026-03-31
Filed2026-04-02
EOG
-3.85%EOG RES INC COM
Shares25
Event2026-03-31
Filed2026-04-02
YELP
4.29%YELP INC CL A
Shares146
Event2026-03-31
Filed2026-04-02
PH
-20.00%PARKER-HANNIFIN CORP COM
Shares4
Event2026-03-31
Filed2026-04-02
ROP
-33.33%ROPER TECHNOLOGIES INC COM
Shares10
Event2026-03-31
Filed2026-04-02
IREN
17.05%IREN LIMITED ORDINARY SHARES
Shares103
Event2026-03-31
Filed2026-04-02
WEBULL CORP ORD SHS
6.07%WEBULL CORP ORD SHS
Shares734
Event2026-03-31
Filed2026-04-02
ACHR
8.00%ARCHER AVIATION INC COM CL A
Shares675
Event2026-03-31
Filed2026-04-02
REG
0.00%REGENCY CTRS CORP COM
Shares46
Event2026-03-31
Filed2026-04-02
TDG
0.00%TRANSDIGM GROUP INC COM
Shares3
Event2026-03-31
Filed2026-04-02
RGTI
0.00%RIGETTI COMPUTING INC COMMON STOCK
Shares245
Event2026-03-31
Filed2026-04-02
GLW
0.00%CORNING INC COM
Shares25
Event2026-03-31
Filed2026-04-02
AZO
0.00%AUTOZONE INC COM
Shares1
Event2026-03-31
Filed2026-04-02
AGNC
1.21%AGNC INVT CORP COM
Shares335
Event2026-03-31
Filed2026-04-02
VSS
0.00%VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
Shares23
Event2026-03-31
Filed2026-04-02
HCA
0.00%HCA HEALTHCARE INC COM
Shares7
Event2026-03-31
Filed2026-04-02
MP
33.33%MP MATERIALS CORP COM CL A
Shares68
Event2026-03-31
Filed2026-04-02
CME
0.00%CME GROUP INC COM
Shares11
Event2026-03-31
Filed2026-04-02
RC
0.00%READY CAPITAL CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-02
UAL
0.00%UNITED AIRLS HLDGS INC COM
Shares35
Event2026-03-31
Filed2026-04-02
PPL
0.00%PPL CORP COM
Shares84
Event2026-03-31
Filed2026-04-02
UI
0.00%UBIQUITI INC COM
Shares4
Event2026-03-31
Filed2026-04-02
AMP
0.00%AMERIPRISE FINL INC COM
Shares7
Event2026-03-31
Filed2026-04-02
MORT
0.00%VANECK MORTGAGE REIT INCOME ETF
Shares300
Event2026-03-31
Filed2026-04-02
OKE
0.00%ONEOK INC NEW COM
Shares34
Event2026-03-31
Filed2026-04-02
IRM
0.00%IRON MTN INC DEL COM
Shares29
Event2026-03-31
Filed2026-04-02
EME
0.00%EMCOR GROUP INC COM
Shares4
Event2026-03-31
Filed2026-04-02
UPS
0.00%UNITED PARCEL SVCS INC CL B
Shares30
Event2026-03-31
Filed2026-04-02
EXC
0.00%EXELON CORP COM
Shares59
Event2026-03-31
Filed2026-04-02
LDOS
0.00%LEIDOS HOLDINGS INC COM
Shares18
Event2026-03-31
Filed2026-04-02
DELL
0.00%DELL TECHNOLOGIES INC CL C
Shares17
Event2026-03-31
Filed2026-04-02
BKR
0.00%BAKER HUGHES COMPANY CL A
Shares45
Event2026-03-31
Filed2026-04-02
DGX
0.00%QUEST DIAGNOSTICS INC COM
Shares14
Event2026-03-31
Filed2026-04-02
LEGN
11.03%LEGEND BIOTECH CORP SPONSORED ADS
Shares151
Event2026-03-31
Filed2026-04-02
XPO
0.00%XPO INC COM
Shares14
Event2026-03-31
Filed2026-04-02
BE
NewBLOOM ENERGY CORP COM CL A
Shares20
Event2026-03-31
Filed2026-04-02
CTAS
0.00%CINTAS CORP COM
Shares16
Event2026-03-31
Filed2026-04-02
SUPN
0.00%SUPERNUS PHARMACEUTICALS COM
Shares52
Event2026-03-31
Filed2026-04-02
CNC
-4.65%CENTENE CORP DEL COM
Shares82
Event2026-03-31
Filed2026-04-02
QUBT
30.33%QUANTUM COMPUTING INC COM
Shares391
Event2026-03-31
Filed2026-04-02
FAST
0.00%FASTENAL CO COM
Shares56
Event2026-03-31
Filed2026-04-02
CARR
-17.86%CARRIER GLOBAL CORPORATION COM
Shares46
Event2026-03-31
Filed2026-04-02
CCL
0.00%CARNIVAL CORP COMMON STOCK
Shares100
Event2026-03-31
Filed2026-04-02
PAYX
-15.15%PAYCHEX INC COM
Shares28
Event2026-03-31
Filed2026-04-02
KEY
0.00%KEYCORP COM
Shares127
Event2026-03-31
Filed2026-04-02
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares22
Event2026-03-31
Filed2026-04-02
MTD
0.00%METTLER TOLEDO INTERNATIONAL COM
Shares2
Event2026-03-31
Filed2026-04-02
DDOG
0.00%DATADOG INC CL A COM
Shares21
Event2026-03-31
Filed2026-04-02
CROWN CASTLE INC COM
-55.71%CROWN CASTLE INC COM
Shares31
Event2026-03-31
Filed2026-04-02
RF
-9.43%REGIONS FINANCIAL CORP NEW COM
Shares96
Event2026-03-31
Filed2026-04-02
AAON
0.00%AAON INC COM PAR $0.004
Shares30
Event2026-03-31
Filed2026-04-02
MARA
37.84%MARA HOLDINGS INC COM
Shares306
Event2026-03-31
Filed2026-04-02
SOUN
-18.41%SOUNDHOUND AI INC CLASS A COM
Shares359
Event2026-03-31
Filed2026-04-02
EXPD
0.00%EXPEDITORS INTL WASH INC COM
Shares17
Event2026-03-31
Filed2026-04-02
BMRN
NewBIOMARIN PHARMACEUTICAL INC COM
Shares43
Event2026-03-31
Filed2026-04-02
NTRA
0.00%NATERA INC COM
Shares12
Event2026-03-31
Filed2026-04-02
UDR
2.94%UDR INC COM
Shares70
Event2026-03-31
Filed2026-04-02
BRO
100.00%BROWN & BROWN INC COM
Shares36
Event2026-03-31
Filed2026-04-02
USOI
100.00%UBS AG ETRACS CRUDE OIL SHARES COVERED CALL ETNS DUE APRIL 24, 2037
Shares40
Event2026-03-31
Filed2026-04-02
GFS
0.00%GLOBALFOUNDRIES INC ORDINARY SHARES
Shares51
Event2026-03-31
Filed2026-04-02
TROW
13.64%PRICE T ROWE GROUP INC COM
Shares25
Event2026-03-31
Filed2026-04-02
IDXX
0.00%IDEXX LABS INC COM
Shares4
Event2026-03-31
Filed2026-04-02
NVT
0.00%NVENT ELEC PLC SHS
Shares19
Event2026-03-31
Filed2026-04-02
FITB
-7.69%FIFTH THIRD BANCORP COM
Shares48
Event2026-03-31
Filed2026-04-02
KKR & CO INC COM
50.00%KKR & CO INC COM
Shares24
Event2026-03-31
Filed2026-04-02
CENCORA INC COM
0.00%CENCORA INC COM
Shares7
Event2026-03-31
Filed2026-04-02
MAA
0.00%MID-AMER APT CMNTYS INC COM
Shares18
Event2026-03-31
Filed2026-04-02
MPWR
0.00%MONOLITHIC PWR SYS INC COM
Shares2
Event2026-03-31
Filed2026-04-02
GWW
0.00%WW GRAINGER INC COM
Shares2
Event2026-03-31
Filed2026-04-02
ON
0.00%ON SEMICONDUCTOR CORP COM
Shares35
Event2026-03-31
Filed2026-04-02
RDDT
0.00%REDDIT INC CL A
Shares16
Event2026-03-31
Filed2026-04-02
KIM
0.00%KIMCO REALTY CORP COM
Shares95
Event2026-03-31
Filed2026-04-02
FTNT
0.00%FORTINET INC COM
Shares26
Event2026-03-31
Filed2026-04-02
VERSANT MEDIA GROUP INC COM CL A
NewVERSANT MEDIA GROUP INC COM CL A
Shares57
Event2026-03-31
Filed2026-04-02
SYF
10.71%SYNCHRONY FINANCIAL COM
Shares31
Event2026-03-31
Filed2026-04-02
CFG
0.00%CITIZENS FINL GROUP INC COM
Shares35
Event2026-03-31
Filed2026-04-02
RIVN
0.00%RIVIAN AUTOMOTIVE INC COM CL A
Shares139
Event2026-03-31
Filed2026-04-02
NOW
-89.74%SERVICENOW INC COM
Shares20
Event2026-03-31
Filed2026-04-02
VRSK
0.00%VERISK ANALYTICS INC COM
Shares11
Event2026-03-31
Filed2026-04-02
GIS
3.70%GENERAL MILLS INC COM
Shares56
Event2026-03-31
Filed2026-04-02
DOV
0.00%DOVER CORP COM
Shares10
Event2026-03-31
Filed2026-04-02
MTB
0.00%M & T BK CORP COM
Shares10
Event2026-03-31
Filed2026-04-02
SBAC
20.00%SBA COMMUNICATIONS CORP CL A
Shares12
Event2026-03-31
Filed2026-04-02
NDAQ
41.18%NASDAQ INC COM
Shares24
Event2026-03-31
Filed2026-04-02
FSLR
0.00%FIRST SOLAR INC COM
Shares10
Event2026-03-31
Filed2026-04-02
HUBBELL INC COM
0.00%HUBBELL INC COM
Shares4
Event2026-03-31
Filed2026-04-02
DOCS
38.33%DOXIMITY INC CL A
Shares83
Event2026-03-31
Filed2026-04-02
MKL
0.00%MARKEL GROUP INC COM
Shares1
Event2026-03-31
Filed2026-04-02
CAH
0.00%CARDINAL HEALTH INC COM
Shares9
Event2026-03-31
Filed2026-04-02
IEX
0.00%IDEX CORP COM
Shares10
Event2026-03-31
Filed2026-04-02
ALLE
0.00%ALLEGION PLC ORD SHS
Shares13
Event2026-03-31
Filed2026-04-02
DOC
0.00%HEALTHPEAK PROPERTIES INC COM
Shares114
Event2026-03-31
Filed2026-04-02
JBL
0.00%JABIL INC COM
Shares7
Event2026-03-31
Filed2026-04-02
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available