The Analysis of Atria Investments, Inc's Holdings & P&L


Currently, Atria Investments, Inc holds 2028 types of securities in its portfolio with a total value $8.9B. In the most recent quarter, they have increased their positions in BIL (+1.1M shares, valued at $98.4M), MINT (+841.3K shares, valued at $84.6M), VGIT (+1.2M shares, valued at $72.3M); decreased their positions in VEA (-201.5K shares, valued at $12.9M), SPY (-17.5K shares, valued at $11.4M), AMZN (-52.6K shares, valued at $10.9M); initiated new positions in BLCR (+503.6K shares, valued at $20.7M), IDEF (+589.6K shares, valued at $19.3M), N/A (+64.9K shares, valued at $12.8M).


1M P&L
+113.3M+1.31%
3M P&L
-461.5M-5.02%
HY P&L
+8.0M+0.09%

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/A4.3B
53.1%
2Semiconductors292.5M
3.6%
3Software - Infrastructure214.4M
2.7%

Top Industries by Stock Count

1N/A731 stocks
38.0%
2Banks - Regional58 stocks
3.0%
3Software - Application48 stocks
2.5%
Stock Holdings
NVDA
NVIDIA CORPORATION
-1.64%
Shares965.7K
Event2026-03-31
Filed2026-05-05
IVV
ISHARES TR
-1.86%
Shares246.7K
Event2026-03-31
Filed2026-05-05
VANGUARD INDEX FDS
VANGUARD INDEX FDS
37.75%
Shares257.5K
Event2026-03-31
Filed2026-05-05
MSFT
MICROSOFT CORP
-7.21%
Shares379.0K
Event2026-03-31
Filed2026-05-05
GLD
SPDR GOLD TR
25.27%
Shares268.2K
Event2026-03-31
Filed2026-05-05
BIL
SPDR SERIES TRUST
589.80%
Shares1.3M
Event2026-03-31
Filed2026-05-05
AAPL
APPLE INC
5.26%
Shares423.6K
Event2026-03-31
Filed2026-05-05
AMZN
AMAZON COM INC
-10.60%
Shares443.5K
Event2026-03-31
Filed2026-05-05
VGIT
VANGUARD SCOTTSDALE FDS
432.40%
Shares1.5M
Event2026-03-31
Filed2026-05-05
IEMG
ISHARES INC
-9.14%
Shares1.3M
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TR
INVESCO QQQ TR
-1.16%
Shares149.9K
Event2026-03-31
Filed2026-05-05
MINT
PIMCO ETF TR
7308.45%
Shares852.9K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
0.45%
Shares288.8K
Event2026-03-31
Filed2026-05-05
VUG
VANGUARD INDEX FDS
21.48%
Shares188.6K
Event2026-03-31
Filed2026-05-05
SPY
STATE STR SPDR S&P 500 ETF T
-12.90%
Shares118.4K
Event2026-03-31
Filed2026-05-05
BROADCOM INC
BROADCOM INC
-7.88%
Shares245.9K
Event2026-03-31
Filed2026-05-05
VTV
VANGUARD INDEX FDS
-1.57%
Shares381.5K
Event2026-03-31
Filed2026-05-05
META
META PLATFORMS INC
1.27%
Shares130.0K
Event2026-03-31
Filed2026-05-05
VEA
VANGUARD TAX-MANAGED FDS
-16.22%
Shares1.0M
Event2026-03-31
Filed2026-05-05
IVW
ISHARES TR
13.57%
Shares584.2K
Event2026-03-31
Filed2026-05-05
IVE
ISHARES TR
-4.47%
Shares309.6K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
2.97%
Shares223.9K
Event2026-03-31
Filed2026-05-05
JPM
JPMORGAN CHASE & CO
-2.95%
Shares208.7K
Event2026-03-31
Filed2026-05-05
DYNF
BLACKROCK ETF TRUST
-11.02%
Shares1.1M
Event2026-03-31
Filed2026-05-05
JNJ
JOHNSON & JOHNSON
-1.67%
Shares242.7K
Event2026-03-31
Filed2026-05-05
EFA
ISHARES TR
34.14%
Shares597.6K
Event2026-03-31
Filed2026-05-05
VTI
VANGUARD INDEX FDS
55.70%
Shares167.9K
Event2026-03-31
Filed2026-05-05
DIA
STATE STR SPDR DOW JONES IND
-0.20%
Shares115.0K
Event2026-03-31
Filed2026-05-05
QLTY
GMO ETF TRUST
680.02%
Shares1.4M
Event2026-03-31
Filed2026-05-05
EFV
ISHARES TR
-1.81%
Shares695.2K
Event2026-03-31
Filed2026-05-05
IEFA
ISHARES TR
-3.67%
Shares556.4K
Event2026-03-31
Filed2026-05-05
CVX
CHEVRON CORPORATION
7.24%
Shares240.2K
Event2026-03-31
Filed2026-05-05
IUSB
ISHARES TR
2.96%
Shares1.1M
Event2026-03-31
Filed2026-05-05
AGG
ISHARES TR
49.28%
Shares494.5K
Event2026-03-31
Filed2026-05-05
KORP
AMERICAN CENTY ETF TR
9.62%
Shares991.8K
Event2026-03-31
Filed2026-05-05
V
VISA INC
-10.00%
Shares146.8K
Event2026-03-31
Filed2026-05-05
TSLA
TESLA INC
4.43%
Shares118.6K
Event2026-03-31
Filed2026-05-05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-7.69%
Shares128.6K
Event2026-03-31
Filed2026-05-05
XOM
EXXON MOBIL CORP
-10.67%
Shares241.6K
Event2026-03-31
Filed2026-05-05
QUAL
ISHARES TR
15.80%
Shares197.6K
Event2026-03-31
Filed2026-05-05
GBIL
GOLDMAN SACHS ETF TR
61.80%
Shares360.1K
Event2026-03-31
Filed2026-05-05
MTUM
ISHARES TR
8.55%
Shares146.3K
Event2026-03-31
Filed2026-05-05
LQD
ISHARES TR
60.51%
Shares317.8K
Event2026-03-31
Filed2026-05-05
LLY
ELI LILLY & CO
-8.41%
Shares37.4K
Event2026-03-31
Filed2026-05-05
FSMD
FIDELITY COVINGTON TRUST
96.64%
Shares758.5K
Event2026-03-31
Filed2026-05-05
NFLX
NETFLIX INC.
-6.45%
Shares346.1K
Event2026-03-31
Filed2026-05-05
ABBV
ABBVIE INC
-9.71%
Shares152.3K
Event2026-03-31
Filed2026-05-05
GRID
FIRST TR EXCHANGE-TRADED FD
591.92%
Shares197.8K
Event2026-03-31
Filed2026-05-05
EFG
ISHARES TR
850.49%
Shares286.6K
Event2026-03-31
Filed2026-05-05
PM
PHILIP MORRIS INTL INC
3.60%
Shares190.0K
Event2026-03-31
Filed2026-05-05
WMT
WALMART INC
-17.24%
Shares247.2K
Event2026-03-31
Filed2026-05-05
ORCL
ORACLE CORP
-13.64%
Shares201.0K
Event2026-03-31
Filed2026-05-05
BAI
BLACKROCK ETF TRUST
11.30%
Shares889.5K
Event2026-03-31
Filed2026-05-05
THRO
BLACKROCK ETF TRUST
9.74%
Shares774.4K
Event2026-03-31
Filed2026-05-05
MA
MASTERCARD INCORPORATED
-23.22%
Shares54.1K
Event2026-03-31
Filed2026-05-05
VWO
VANGUARD INTL EQUITY INDEX F
-19.19%
Shares492.9K
Event2026-03-31
Filed2026-05-05
BSV
VANGUARD BD INDEX FDS
3.53%
Shares337.3K
Event2026-03-31
Filed2026-05-05
XLK
SELECT SECTOR SPDR TR
25.51%
Shares197.9K
Event2026-03-31
Filed2026-05-05
OAIM
UNIFIED SER TR
-1.09%
Shares596.4K
Event2026-03-31
Filed2026-05-05
GOVT
ISHARES TR
141.78%
Shares1.1M
Event2026-03-31
Filed2026-05-05
KO
COCA COLA CO
13.57%
Shares315.4K
Event2026-03-31
Filed2026-05-05
BNDX
VANGUARD CHARLOTTE FDS
10.57%
Shares497.2K
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
8.16%
Shares49.8K
Event2026-03-31
Filed2026-05-05
PHO
INVESCO EXCHANGE TRADED FD T
676.37%
Shares354.0K
Event2026-03-31
Filed2026-05-05
SCHF
SCHWAB STRATEGIC TR
166.09%
Shares952.2K
Event2026-03-31
Filed2026-05-05
MERCK & CO INC
MERCK & CO INC
7.42%
Shares194.4K
Event2026-03-31
Filed2026-05-05
CSCO
CISCO SYS INC
-2.14%
Shares301.0K
Event2026-03-31
Filed2026-05-05
BND
VANGUARD BD INDEX FDS
12.06%
Shares312.6K
Event2026-03-31
Filed2026-05-05
AVUV
AMERICAN CENTY ETF TR
-10.82%
Shares202.8K
Event2026-03-31
Filed2026-05-05
VBK
VANGUARD INDEX FDS
6.44%
Shares71.4K
Event2026-03-31
Filed2026-05-05
FTSM
FIRST TR EXCHANGE-TRADED FD
7.54%
Shares358.5K
Event2026-03-31
Filed2026-05-05
VBR
VANGUARD INDEX FDS
-12.73%
Shares97.6K
Event2026-03-31
Filed2026-05-05
SPSB
SPDR SERIES TRUST
10.28%
Shares704.3K
Event2026-03-31
Filed2026-05-05
BLCR
BLACKROCK ETF TRUST
New
Shares503.6K
Event2026-03-31
Filed2026-05-05
WFC
WELLS FARGO & CO
-8.45%
Shares255.6K
Event2026-03-31
Filed2026-05-05
CITIGROUP INC
CITIGROUP INC
-1.78%
Shares177.0K
Event2026-03-31
Filed2026-05-05
PG
PROCTER & GAMBLE CO
4.94%
Shares138.5K
Event2026-03-31
Filed2026-05-05
HD
HOME DEPOT INC
2.78%
Shares59.5K
Event2026-03-31
Filed2026-05-05
JAAA
JANUS DETROIT STR TR
-3.93%
Shares387.0K
Event2026-03-31
Filed2026-05-05
IDEF
BLACKROCK ETF TRUST
New
Shares589.6K
Event2026-03-31
Filed2026-05-05
SPDW
SPDR INDEX SHS FDS
5.60%
Shares418.9K
Event2026-03-31
Filed2026-05-05
MCD
MCDONALDS CORP
-0.19%
Shares61.3K
Event2026-03-31
Filed2026-05-05
IUSG
ISHARES TR
3.30%
Shares122.6K
Event2026-03-31
Filed2026-05-05
TJX
TJX COS INC NEW
-8.26%
Shares118.9K
Event2026-03-31
Filed2026-05-05
ADI
ANALOG DEVICES INC
-0.57%
Shares59.0K
Event2026-03-31
Filed2026-05-05
TLH
ISHARES TR
-10.00%
Shares186.1K
Event2026-03-31
Filed2026-05-05
DGRW
WISDOMTREE TR
-26.91%
Shares209.3K
Event2026-03-31
Filed2026-05-05
PVAL
PUTNAM ETF TRUST
72.06%
Shares392.8K
Event2026-03-31
Filed2026-05-05
BAC
BANK AMERICA CORP
-6.48%
Shares373.8K
Event2026-03-31
Filed2026-05-05
DGRO
ISHARES TR
-6.76%
Shares257.9K
Event2026-03-31
Filed2026-05-05
BOND
PIMCO ETF TR
2422.90%
Shares195.5K
Event2026-03-31
Filed2026-05-05
IWF
ISHARES TR
-26.03%
Shares42.2K
Event2026-03-31
Filed2026-05-05
PH
PARKER-HANNIFIN CORP
-6.38%
Shares19.9K
Event2026-03-31
Filed2026-05-05
IEF
ISHARES TR
93.32%
Shares186.3K
Event2026-03-31
Filed2026-05-05
ISCG
ISHARES TR
6.21%
Shares324.1K
Event2026-03-31
Filed2026-05-05
MBB
ISHARES TR
5.34%
Shares183.3K
Event2026-03-31
Filed2026-05-05
JCPB
J P MORGAN EXCHANGE TRADED F
54.39%
Shares368.4K
Event2026-03-31
Filed2026-05-05
COP
CONOCOPHILLIPS
6.01%
Shares129.4K
Event2026-03-31
Filed2026-05-05
ASML
ASML HLDG NV
13.13%
Shares12.7K
Event2026-03-31
Filed2026-05-05
AMGN
AMGEN INC
-9.06%
Shares47.6K
Event2026-03-31
Filed2026-05-05
VB
VANGUARD INDEX FDS
-2.78%
Shares63.5K
Event2026-03-31
Filed2026-05-05
DIS
DISNEY WALT CO
7.32%
Shares172.5K
Event2026-03-31
Filed2026-05-05
UNH
UNITEDHEALTH GROUP INC
4.34%
Shares61.0K
Event2026-03-31
Filed2026-05-05
SPYM
SPDR SERIES TRUST
7.99%
Shares214.3K
Event2026-03-31
Filed2026-05-05
PEP
PEPSICO INC
5.11%
Shares105.0K
Event2026-03-31
Filed2026-05-05
IBM
INTERNATIONAL BUSINESS MACHS
-9.42%
Shares66.4K
Event2026-03-31
Filed2026-05-05
DDWM
WISDOMTREE TR
-6.68%
Shares364.3K
Event2026-03-31
Filed2026-05-05
SCHG
SCHWAB STRATEGIC TR
-7.36%
Shares549.4K
Event2026-03-31
Filed2026-05-05
SCHW
SCHWAB CHARLES CORP
-4.24%
Shares169.8K
Event2026-03-31
Filed2026-05-05
GS
GOLDMAN SACHS GROUP INC
-7.82%
Shares18.8K
Event2026-03-31
Filed2026-05-05
VZ
VERIZON COMMUNICATIONS INC
2.67%
Shares312.9K
Event2026-03-31
Filed2026-05-05
OACP
UNIFIED SER TR
9.68%
Shares690.7K
Event2026-03-31
Filed2026-05-05
AVLV
AMERICAN CENTY ETF TR
11.58%
Shares193.5K
Event2026-03-31
Filed2026-05-05
LINDE PLC
LINDE PLC
15.53%
Shares31.3K
Event2026-03-31
Filed2026-05-05
VGT
VANGUARD WORLD FD
2.49%
Shares22.1K
Event2026-03-31
Filed2026-05-05
SHOP
SHOPIFY INC
-20.68%
Shares128.0K
Event2026-03-31
Filed2026-05-05
GEV
GE VERNOVA INC
35.64%
Shares17.3K
Event2026-03-31
Filed2026-05-05
BA
BOEING CO
0.44%
Shares75.6K
Event2026-03-31
Filed2026-05-05
RTX
RTX CORPORATION
2.71%
Shares77.4K
Event2026-03-31
Filed2026-05-05
VODAFONE GROUP PLC
VODAFONE GROUP PLC
12.04%
Shares992.8K
Event2026-03-31
Filed2026-05-05
FDX
FEDEX CORP
-16.62%
Shares41.8K
Event2026-03-31
Filed2026-05-05
EATON CORP PLC
EATON CORP PLC
-14.87%
Shares41.2K
Event2026-03-31
Filed2026-05-05
PLD
PROLOGIS INC.
-6.29%
Shares111.2K
Event2026-03-31
Filed2026-05-05
AXP
AMERICAN EXPRESS CO
0.81%
Shares48.6K
Event2026-03-31
Filed2026-05-05
VIOV
VANGUARD ADMIRAL FDS INC
-15.57%
Shares142.5K
Event2026-03-31
Filed2026-05-05
NEE
NEXTERA ENERGY INC
-10.44%
Shares154.8K
Event2026-03-31
Filed2026-05-05
CB
CHUBB LTD SWITZ
3.28%
Shares43.8K
Event2026-03-31
Filed2026-05-05
T
AT&T INC
2.28%
Shares486.7K
Event2026-03-31
Filed2026-05-05
TMO
THERMO FISHER SCIENTIFIC INC
-12.16%
Shares28.5K
Event2026-03-31
Filed2026-05-05
BLACKROCK INC
BLACKROCK INC
-5.38%
Shares14.5K
Event2026-03-31
Filed2026-05-05
IYW
ISHARES TR
28.78%
Shares76.3K
Event2026-03-31
Filed2026-05-05
AMAT
APPLIED MATLS INC
-16.82%
Shares40.5K
Event2026-03-31
Filed2026-05-05
LAM RESEARCH CORP
LAM RESEARCH CORP
20.55%
Shares64.5K
Event2026-03-31
Filed2026-05-05
ISRG
INTUITIVE SURGICAL INC
-17.54%
Shares29.6K
Event2026-03-31
Filed2026-05-05
PYLD
PIMCO ETF TR
86.94%
Shares521.0K
Event2026-03-31
Filed2026-05-05
PNC
PNC FINL SVCS GROUP INC
-1.22%
Shares64.7K
Event2026-03-31
Filed2026-05-05
ARW
ARROW ELECTRS INC
16.56%
Shares93.4K
Event2026-03-31
Filed2026-05-05
XLE
SELECT SECTOR SPDR TR
4.47%
Shares216.3K
Event2026-03-31
Filed2026-05-05
APH
AMPHENOL CORP
-10.70%
Shares102.7K
Event2026-03-31
Filed2026-05-05
BK
BANK NEW YORK MELLON CORP
4.34%
Shares108.5K
Event2026-03-31
Filed2026-05-05
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares64.9K
Event2026-03-31
Filed2026-05-05
DTD
WISDOMTREE TR
101.04%
Shares147.4K
Event2026-03-31
Filed2026-05-05
TT
TRANE TECHNOLOGIES PLC
-11.91%
Shares30.4K
Event2026-03-31
Filed2026-05-05
BIV
VANGUARD BD INDEX FDS
3.88%
Shares163.6K
Event2026-03-31
Filed2026-05-05
TXN
TEXAS INSTRS INC
14.59%
Shares64.9K
Event2026-03-31
Filed2026-05-05
LEN
LENNAR CORP
33.74%
Shares144.7K
Event2026-03-31
Filed2026-05-05
CME
CME GROUP INC
9.09%
Shares42.1K
Event2026-03-31
Filed2026-05-05
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-5.07%
Shares36.0K
Event2026-03-31
Filed2026-05-05
VRTX
VERTEX PHARMACEUTICALS INC
-3.25%
Shares27.3K
Event2026-03-31
Filed2026-05-05
VOOG
VANGUARD ADMIRAL FDS INC
259.17%
Shares29.9K
Event2026-03-31
Filed2026-05-05
COST
COSTCO WHOLESALE CORPORATION
-18.35%
Shares12.2K
Event2026-03-31
Filed2026-05-05
MS
MORGAN STANLEY
3.30%
Shares74.1K
Event2026-03-31
Filed2026-05-05
MCK
MCKESSON CORP
12.07%
Shares14.1K
Event2026-03-31
Filed2026-05-05
IUSV
ISHARES TR
-29.98%
Shares118.6K
Event2026-03-31
Filed2026-05-05
MEDTRONIC PLC
MEDTRONIC PLC
10.63%
Shares139.6K
Event2026-03-31
Filed2026-05-05
UNP
UNION PAC CORP
5.79%
Shares49.8K
Event2026-03-31
Filed2026-05-05
SBUX
STARBUCKS CORP
-8.42%
Shares134.3K
Event2026-03-31
Filed2026-05-05
GILD
GILEAD SCIENCES INC
-2.60%
Shares85.7K
Event2026-03-31
Filed2026-05-05
XLF
SELECT SECTOR SPDR TR
-7.04%
Shares241.5K
Event2026-03-31
Filed2026-05-05
MNST
MONSTER BEVERAGE CORP NEW
-4.28%
Shares164.4K
Event2026-03-31
Filed2026-05-05
RDVY
FIRST TR EXCHANGE TRADED FD
-7.80%
Shares174.3K
Event2026-03-31
Filed2026-05-05
CAT
CATERPILLAR INC
1.12%
Shares16.7K
Event2026-03-31
Filed2026-05-05
MMC
MARSH & MCLENNAN COS INC
-6.33%
Shares68.0K
Event2026-03-31
Filed2026-05-05
VXUS
VANGUARD STAR FDS
-2.97%
Shares152.7K
Event2026-03-31
Filed2026-05-05
LDUR
PIMCO ETF TR
121.05%
Shares122.4K
Event2026-03-31
Filed2026-05-05
HON
HONEYWELL INTL INC
3.02%
Shares51.5K
Event2026-03-31
Filed2026-05-05
SMH
VANECK ETF TRUST
43.43%
Shares30.2K
Event2026-03-31
Filed2026-05-05
ISHARES GOLD TR
ISHARES GOLD TR
-42.52%
Shares131.4K
Event2026-03-31
Filed2026-05-05
AGGY
WISDOMTREE TR
0.66%
Shares263.5K
Event2026-03-31
Filed2026-05-05
QCOM
QUALCOMM INC
-12.72%
Shares88.7K
Event2026-03-31
Filed2026-05-05
THO
THOR INDS INC
23.52%
Shares141.8K
Event2026-03-31
Filed2026-05-05
FBND
FIDELITY MERRIMACK STR TR
7.55%
Shares247.4K
Event2026-03-31
Filed2026-05-05
VMBS
VANGUARD SCOTTSDALE FDS
3.19%
Shares239.1K
Event2026-03-31
Filed2026-05-05
IAGG
ISHARES TR
14.70%
Shares220.3K
Event2026-03-31
Filed2026-05-05
HDV
ISHARES TR
-8.53%
Shares81.0K
Event2026-03-31
Filed2026-05-05
VYMI
VANGUARD WHITEHALL FDS
6.46%
Shares116.1K
Event2026-03-31
Filed2026-05-05
GM
GENERAL MTRS CO
-2.20%
Shares143.3K
Event2026-03-31
Filed2026-05-05
ESN
NORTHERN LTS FD TR II
25.47%
Shares608.6K
Event2026-03-31
Filed2026-05-05
MUB
ISHARES TR
1.25%
Shares100.4K
Event2026-03-31
Filed2026-05-05
VEU
VANGUARD INTL EQUITY INDEX F
-7.94%
Shares141.8K
Event2026-03-31
Filed2026-05-05
ABT
ABBOTT LABORATORIES
-28.19%
Shares103.0K
Event2026-03-31
Filed2026-05-05
KLAC
KLA CORP
-2.71%
Shares7.1K
Event2026-03-31
Filed2026-05-05
JVAL
J P MORGAN EXCHANGE TRADED F
69.12%
Shares213.6K
Event2026-03-31
Filed2026-05-05
PLTR
PALANTIR TECHNOLOGIES INC
-4.28%
Shares71.2K
Event2026-03-31
Filed2026-05-05
OALC
UNIFIED SER TR
16.80%
Shares302.9K
Event2026-03-31
Filed2026-05-05
GJUN
FIRST TR EXCHNG TRADED FD VI
15.93%
Shares263.3K
Event2026-03-31
Filed2026-05-05
QGRW
WISDOMTREE TR
-1.48%
Shares193.1K
Event2026-03-31
Filed2026-05-05
VTIP
VANGUARD MALVERN FDS
277.03%
Shares206.1K
Event2026-03-31
Filed2026-05-05
CRM
SALESFORCE INC
-17.42%
Shares54.9K
Event2026-03-31
Filed2026-05-05
LOW
LOWES COS INC
-2.27%
Shares43.3K
Event2026-03-31
Filed2026-05-05
CMCSA
COMCAST CORP NEW
30.02%
Shares353.3K
Event2026-03-31
Filed2026-05-05
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
16.36%
Shares87.6K
Event2026-03-31
Filed2026-05-05
DE
DEERE & CO
5.25%
Shares18.0K
Event2026-03-31
Filed2026-05-05
MGA
MAGNA INTL INC
-12.97%
Shares181.1K
Event2026-03-31
Filed2026-05-05
WELL
WELLTOWER INC
-4.18%
Shares51.0K
Event2026-03-31
Filed2026-05-05
SO
SOUTHERN CO
10.66%
Shares104.4K
Event2026-03-31
Filed2026-05-05
TLT
ISHARES TR
-14.14%
Shares115.6K
Event2026-03-31
Filed2026-05-05
USB
US BANCORP
0.41%
Shares191.3K
Event2026-03-31
Filed2026-05-05
ITA
ISHARES TR
-51.07%
Shares45.4K
Event2026-03-31
Filed2026-05-05
CENCORA INC
CENCORA INC
-28.10%
Shares31.5K
Event2026-03-31
Filed2026-05-05
IJH
ISHARES TR
-3.54%
Shares146.1K
Event2026-03-31
Filed2026-05-05
MU
MICRON TECHNOLOGY INC
20.41%
Shares29.0K
Event2026-03-31
Filed2026-05-05
PFE
PFIZER INC
-2.34%
Shares348.4K
Event2026-03-31
Filed2026-05-05
TOTALENERGIES SE
TOTALENERGIES SE
4.54%
Shares106.5K
Event2026-03-31
Filed2026-05-05
NVS
NOVARTIS AG
7.19%
Shares62.5K
Event2026-03-31
Filed2026-05-05
BLV
VANGUARD BD INDEX FDS
-0.41%
Shares138.3K
Event2026-03-31
Filed2026-05-05
SDVY
FIRST TR EXCHANGE TRADED FD
0.47%
Shares240.8K
Event2026-03-31
Filed2026-05-05
NOW
SERVICENOW INC
-16.47%
Shares89.7K
Event2026-03-31
Filed2026-05-05
ADP
AUTOMATIC DATA PROCESSING IN
-21.65%
Shares46.1K
Event2026-03-31
Filed2026-05-05
BINC
BLACKROCK ETF TRUST II
-25.31%
Shares179.3K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE
GE AEROSPACE
4.86%
Shares32.6K
Event2026-03-31
Filed2026-05-05
MSI
MOTOROLA SOLUTIONS INC
77.74%
Shares21.3K
Event2026-03-31
Filed2026-05-05
AEP
AMERICAN ELEC PWR CO INC
-13.02%
Shares70.2K
Event2026-03-31
Filed2026-05-05
XLC
SELECT SECTOR SPDR TR
-6.15%
Shares82.6K
Event2026-03-31
Filed2026-05-05
SGOV
ISHARES TR
27.43%
Shares90.7K
Event2026-03-31
Filed2026-05-05
NOC
NORTHROP GRUMMAN CORP
-12.72%
Shares13.3K
Event2026-03-31
Filed2026-05-05
VFLO
VICTORY PORTFOLIOS II
17.85%
Shares229.3K
Event2026-03-31
Filed2026-05-05
ADSK
AUTODESK INC
-2.11%
Shares37.6K
Event2026-03-31
Filed2026-05-05
IJR
ISHARES TR
-10.33%
Shares72.3K
Event2026-03-31
Filed2026-05-05
COF
CAPITAL ONE FINL CORP
0.22%
Shares48.6K
Event2026-03-31
Filed2026-05-05
REGN
REGENERON PHARMACEUTICALS
0.25%
Shares11.5K
Event2026-03-31
Filed2026-05-05
UBER
UBER TECHNOLOGIES INC
-16.14%
Shares122.9K
Event2026-03-31
Filed2026-05-05
JPST
J P MORGAN EXCHANGE TRADED F
26.98%
Shares173.9K
Event2026-03-31
Filed2026-05-05
SECT
NORTHERN LTS FD TR IV
-7.53%
Shares145.5K
Event2026-03-31
Filed2026-05-05
XLV
SELECT SECTOR SPDR TR
-0.06%
Shares59.9K
Event2026-03-31
Filed2026-05-05
IXUS
ISHARES TR
-3.98%
Shares101.3K
Event2026-03-31
Filed2026-05-05
XLG
INVESCO EXCHANGE TRADED FD T
-6.77%
Shares157.9K
Event2026-03-31
Filed2026-05-05
CLH
CLEAN HARBORS INC
-0.08%
Shares29.9K
Event2026-03-31
Filed2026-05-05
MO
ALTRIA GROUP INC
2.74%
Shares129.7K
Event2026-03-31
Filed2026-05-05
AFIF
TWO RDS SHARED TR
New
Shares907.3K
Event2026-03-31
Filed2026-05-05
IBDT
ISHARES TR
4.58%
Shares332.7K
Event2026-03-31
Filed2026-05-05
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-17.53%
Shares42.3K
Event2026-03-31
Filed2026-05-05
FLOT
ISHARES TR
348.32%
Shares164.3K
Event2026-03-31
Filed2026-05-05
ETR
ENTERGY CORP NEW
1.90%
Shares74.4K
Event2026-03-31
Filed2026-05-05
XLY
SELECT SECTOR SPDR TR
30.61%
Shares75.6K
Event2026-03-31
Filed2026-05-05
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
5.51%
Shares39.3K
Event2026-03-31
Filed2026-05-05
IBDR
ISHARES TR
3.59%
Shares338.3K
Event2026-03-31
Filed2026-05-05
BTI
BRITISH AMERN TOB PLC
32.54%
Shares139.8K
Event2026-03-31
Filed2026-05-05
DHR
DANAHER CORP DEL
-0.13%
Shares42.9K
Event2026-03-31
Filed2026-05-05
IBDS
ISHARES TR
3.74%
Shares334.5K
Event2026-03-31
Filed2026-05-05
GLW
CORNING INC
-24.97%
Shares59.4K
Event2026-03-31
Filed2026-05-05
VLO
VALERO ENERGY CORP
35.89%
Shares32.7K
Event2026-03-31
Filed2026-05-05
WMB
WILLIAMS COS INC
-14.29%
Shares110.5K
Event2026-03-31
Filed2026-05-05
FNOV
FIRST TR EXCHNG TRADED FD VI
2.40%
Shares149.9K
Event2026-03-31
Filed2026-05-05
FFEB
FIRST TR EXCHNG TRADED FD VI
New
Shares142.6K
Event2026-03-31
Filed2026-05-05
LVHI
LEGG MASON ETF INVT
3.33%
Shares196.1K
Event2026-03-31
Filed2026-05-05
HEGD
LISTED FDS TR
5.79%
Shares320.9K
Event2026-03-31
Filed2026-05-05
BKNG
BOOKING HOLDINGS INC
1.24%
Shares1.9K
Event2026-03-31
Filed2026-05-05
APD
AIR PRODUCTS AND CHEMICALS I
0.30%
Shares26.8K
Event2026-03-31
Filed2026-05-05
FJAN
FIRST TR EXCHNG TRADED FD VI
New
Shares154.1K
Event2026-03-31
Filed2026-05-05
INTU
INTUIT
-29.35%
Shares17.9K
Event2026-03-31
Filed2026-05-05
FDEC
FIRST TR EXCHNG TRADED FD VI
2.29%
Shares154.5K
Event2026-03-31
Filed2026-05-05
FOCT
FIRST TR EXCHNG TRADED FD VI
1.75%
Shares159.5K
Event2026-03-31
Filed2026-05-05
FPE
FIRST TR EXCH TRADED FD III
-7.07%
Shares428.1K
Event2026-03-31
Filed2026-05-05
PGR
PROGRESSIVE CORP
7.27%
Shares38.3K
Event2026-03-31
Filed2026-05-05
FMAR
FIRST TR EXCHNG TRADED FD VI
New
Shares155.7K
Event2026-03-31
Filed2026-05-05
CMI
CUMMINS INC
-15.16%
Shares14.0K
Event2026-03-31
Filed2026-05-05
RECS
COLUMBIA ETF TR I
-1.50%
Shares192.4K
Event2026-03-31
Filed2026-05-05
AMD
ADVANCED MICRO DEVICES INC
-5.66%
Shares36.7K
Event2026-03-31
Filed2026-05-05
QQQM
INVESCO EXCH TRADED FD TR II
-54.30%
Shares31.4K
Event2026-03-31
Filed2026-05-05
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-6.21%
Shares56.7K
Event2026-03-31
Filed2026-05-05
PWR
QUANTA SVCS INC
-8.94%
Shares13.4K
Event2026-03-31
Filed2026-05-05
ZTS
ZOETIS INC
-3.48%
Shares62.3K
Event2026-03-31
Filed2026-05-05
FSEP
FIRST TR EXCHNG TRADED FD VI
1.90%
Shares145.8K
Event2026-03-31
Filed2026-05-05
EEM
ISHARES TR
330.09%
Shares129.2K
Event2026-03-31
Filed2026-05-05
EMR
EMERSON ELEC CO
9.95%
Shares55.9K
Event2026-03-31
Filed2026-05-05
AMT
AMERICAN TOWER CORP
70.26%
Shares42.3K
Event2026-03-31
Filed2026-05-05
LIBERTY GLOBAL LTD
LIBERTY GLOBAL LTD
12.41%
Shares621.3K
Event2026-03-31
Filed2026-05-05
SHV
ISHARES TR
92.10%
Shares65.9K
Event2026-03-31
Filed2026-05-05
SPGI
S&P GLOBAL INC
-12.02%
Shares17.1K
Event2026-03-31
Filed2026-05-05
FANG
DIAMONDBACK ENERGY INC
-0.41%
Shares36.5K
Event2026-03-31
Filed2026-05-05
ILDR
FIRST TR EXCHNG TRADED FD VI
-8.68%
Shares240.1K
Event2026-03-31
Filed2026-05-05
XLU
SELECT SECTOR SPDR TR
-22.76%
Shares155.6K
Event2026-03-31
Filed2026-05-05
VYM
VANGUARD WHITEHALL FDS
-2.16%
Shares48.1K
Event2026-03-31
Filed2026-05-05
CRH PLC
CRH PLC
5.69%
Shares67.2K
Event2026-03-31
Filed2026-05-05
MPC
MARATHON PETE CORP
-14.24%
Shares28.8K
Event2026-03-31
Filed2026-05-05
SNY
SANOFI SA
10.06%
Shares146.1K
Event2026-03-31
Filed2026-05-05
VDE
VANGUARD WORLD FD
-11.61%
Shares40.6K
Event2026-03-31
Filed2026-05-05
ICE
INTERCONTINENTAL EXCHANGE IN
19.83%
Shares44.1K
Event2026-03-31
Filed2026-05-05
SPYG
SPDR SERIES TRUST
-33.31%
Shares70.4K
Event2026-03-31
Filed2026-05-05
WM
WASTE MGMT INC DEL
5.16%
Shares30.0K
Event2026-03-31
Filed2026-05-05
CGGR
CAPITAL GROUP GROWTH ETF
21.35%
Shares171.5K
Event2026-03-31
Filed2026-05-05
PALC
PACER FDS TR
15.45%
Shares132.9K
Event2026-03-31
Filed2026-05-05
SCHE
SCHWAB STRATEGIC TR
18.17%
Shares208.8K
Event2026-03-31
Filed2026-05-05
CTA
SIMPLIFY EXCHANGE TRADED FUN
29.18%
Shares227.3K
Event2026-03-31
Filed2026-05-05
TDY
TELEDYNE TECHNOLOGIES INC
-7.66%
Shares11.4K
Event2026-03-31
Filed2026-05-05
PDBC
INVESCO ACTVELY MNGD ETC FD
448.20%
Shares392.7K
Event2026-03-31
Filed2026-05-05
FAST
FASTENAL CO
-0.56%
Shares146.4K
Event2026-03-31
Filed2026-05-05
IGRO
ISHARES TR
New
Shares79.7K
Event2026-03-31
Filed2026-05-05
FLQL
FRANKLIN TEMPLETON ETF TR
33.22%
Shares98.3K
Event2026-03-31
Filed2026-05-05
EME
EMCOR GROUP INC
3.99%
Shares9.0K
Event2026-03-31
Filed2026-05-05
CAH
CARDINAL HEALTH INC
17.91%
Shares31.3K
Event2026-03-31
Filed2026-05-05
CIEN
CIENA CORP
-43.44%
Shares16.9K
Event2026-03-31
Filed2026-05-05
SCHD
SCHWAB STRATEGIC TR
-46.97%
Shares213.2K
Event2026-03-31
Filed2026-05-05
ARISTA NETWORKS INC
ARISTA NETWORKS INC
5.09%
Shares53.2K
Event2026-03-31
Filed2026-05-05
MDLZ
MONDELEZ INTL INC
29.25%
Shares113.2K
Event2026-03-31
Filed2026-05-05
XSOE
WISDOMTREE TR
-1.28%
Shares162.1K
Event2026-03-31
Filed2026-05-05
AVSF
AMERICAN CENTY ETF TR
New
Shares138.9K
Event2026-03-31
Filed2026-05-05
DON
WISDOMTREE TR
-1.01%
Shares123.5K
Event2026-03-31
Filed2026-05-05
IWD
ISHARES TR
-34.29%
Shares30.2K
Event2026-03-31
Filed2026-05-05
HLT
HILTON WORLDWIDE HLDGS INC
-11.02%
Shares21.2K
Event2026-03-31
Filed2026-05-05
ROL
ROLLINS INC
-20.34%
Shares120.2K
Event2026-03-31
Filed2026-05-05
SPTM
SPDR SERIES TRUST
-2.80%
Shares80.9K
Event2026-03-31
Filed2026-05-05
SLB
SLB LIMITED
65.53%
Shares123.4K
Event2026-03-31
Filed2026-05-05
VTEI
VANGUARD MUN BD FDS
17.11%
Shares63.3K
Event2026-03-31
Filed2026-05-05
CSX
CSX CORP
3.44%
Shares152.3K
Event2026-03-31
Filed2026-05-05
VCIT
VANGUARD SCOTTSDALE FDS
-53.96%
Shares75.4K
Event2026-03-31
Filed2026-05-05
IEUR
ISHARES TR
306.21%
Shares88.6K
Event2026-03-31
Filed2026-05-05
IBKR
INTERACTIVE BROKERS GROUP IN
18.17%
Shares92.7K
Event2026-03-31
Filed2026-05-05
VOE
VANGUARD INDEX FDS
-19.32%
Shares33.4K
Event2026-03-31
Filed2026-05-05
DG
DOLLAR GEN CORP
-32.98%
Shares51.4K
Event2026-03-31
Filed2026-05-05
SYK
STRYKER CORPORATION
-17.78%
Shares18.5K
Event2026-03-31
Filed2026-05-05
LHX
L3HARRIS TECHNOLOGIES INC
18.77%
Shares17.6K
Event2026-03-31
Filed2026-05-05
FLRN
SPDR SERIES TRUST
42.83%
Shares195.5K
Event2026-03-31
Filed2026-05-05
PAYX
PAYCHEX INC
5.68%
Shares64.8K
Event2026-03-31
Filed2026-05-05
KEX
KIRBY CORP
1.18%
Shares44.7K
Event2026-03-31
Filed2026-05-05
GVI
ISHARES TR
-1.57%
Shares55.6K
Event2026-03-31
Filed2026-05-05
BMY
BRISTOL-MYERS SQUIBB CO
9.44%
Shares97.3K
Event2026-03-31
Filed2026-05-05
ACWI
ISHARES TR
-10.35%
Shares42.6K
Event2026-03-31
Filed2026-05-05
EBAY
EBAY INC.
-1.12%
Shares64.4K
Event2026-03-31
Filed2026-05-05
NVO
NOVO-NORDISK A S
4.44%
Shares159.5K
Event2026-03-31
Filed2026-05-05
USMV
ISHARES TR
1.26%
Shares63.1K
Event2026-03-31
Filed2026-05-05
RIO
RIO TINTO PLC
11.81%
Shares62.7K
Event2026-03-31
Filed2026-05-05
LKQ
LKQ CORP
2.37%
Shares199.0K
Event2026-03-31
Filed2026-05-05
ECL
ECOLAB INC
-20.09%
Shares22.0K
Event2026-03-31
Filed2026-05-05
SPHQ
INVESCO EXCHANGE TRADED FD T
20.71%
Shares77.6K
Event2026-03-31
Filed2026-05-05
SHW
SHERWIN WILLIAMS CO
-23.20%
Shares18.1K
Event2026-03-31
Filed2026-05-05
MGV
VANGUARD WORLD FD
-0.86%
Shares39.9K
Event2026-03-31
Filed2026-05-05
TFC
TRUIST FINL CORP
-17.12%
Shares125.6K
Event2026-03-31
Filed2026-05-05
IDMO
INVESCO EXCH TRADED FD TR II
-6.68%
Shares104.2K
Event2026-03-31
Filed2026-05-05
FIX
COMFORT SYS USA INC
-9.73%
Shares4.1K
Event2026-03-31
Filed2026-05-05
CEF
SPROTT ASSET MANAGEMENT LP
New
Shares119.2K
Event2026-03-31
Filed2026-05-05
MAS
MASCO CORP
-3.60%
Shares94.0K
Event2026-03-31
Filed2026-05-05
MMM
3M CO
4.42%
Shares39.0K
Event2026-03-31
Filed2026-05-05
UNILEVER PLC
UNILEVER PLC
24.35%
Shares99.4K
Event2026-03-31
Filed2026-05-05
BUFR
FIRST TR EXCHNG TRADED FD VI
-22.70%
Shares167.1K
Event2026-03-31
Filed2026-05-05
IDXX
IDEXX LABS INC
-6.95%
Shares10.0K
Event2026-03-31
Filed2026-05-05
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
105.27%
Shares98.0K
Event2026-03-31
Filed2026-05-05
GSY
INVESCO ACTIVELY MANAGED EXC
New
Shares111.3K
Event2026-03-31
Filed2026-05-05
ENB
ENBRIDGE INC
-6.17%
Shares102.9K
Event2026-03-31
Filed2026-05-05
USPX
FRANKLIN TEMPLETON ETF TR
36.63%
Shares97.7K
Event2026-03-31
Filed2026-05-05
SNPS
SYNOPSYS INC
-14.24%
Shares14.0K
Event2026-03-31
Filed2026-05-05
CVS
CVS HEALTH CORP
-5.01%
Shares77.0K
Event2026-03-31
Filed2026-05-05
PANW
PALO ALTO NETWORKS INC
-30.21%
Shares34.4K
Event2026-03-31
Filed2026-05-05
MTGP
WISDOMTREE TR
-0.66%
Shares124.7K
Event2026-03-31
Filed2026-05-05
VCSH
VANGUARD SCOTTSDALE FDS
34.59%
Shares69.3K
Event2026-03-31
Filed2026-05-05
SHEL
SHELL PLC
-2.51%
Shares58.9K
Event2026-03-31
Filed2026-05-05
IBDV
ISHARES TR
6.92%
Shares249.8K
Event2026-03-31
Filed2026-05-05
IDEV
ISHARES TR
New
Shares64.7K
Event2026-03-31
Filed2026-05-05
HWM
HOWMET AEROSPACE INC
2.73%
Shares23.4K
Event2026-03-31
Filed2026-05-05
CGNG
CAPITAL GROUP NEW GEOGRAPHY
1325.33%
Shares171.0K
Event2026-03-31
Filed2026-05-05
KHPI
MANAGED PORTFOLIO SERIES
7.91%
Shares222.7K
Event2026-03-31
Filed2026-05-05
IEI
ISHARES TR
-3.30%
Shares45.4K
Event2026-03-31
Filed2026-05-05
FCX
FREEPORT MCMORAN INC
6.57%
Shares91.6K
Event2026-03-31
Filed2026-05-05
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares62.2K
Event2026-03-31
Filed2026-05-05
NATIONAL GRID PLC
NATIONAL GRID PLC
-20.85%
Shares63.2K
Event2026-03-31
Filed2026-05-05
JSI
JANUS DETROIT STR TR
9.05%
Shares103.6K
Event2026-03-31
Filed2026-05-05
FJUN
FIRST TR EXCHNG TRADED FD VI
17.10%
Shares94.5K
Event2026-03-31
Filed2026-05-05
ZALT
INNOVATOR ETFS TRUST
3.91%
Shares163.4K
Event2026-03-31
Filed2026-05-05
EXPD
EXPEDITORS INTL WASH INC
7.73%
Shares36.9K
Event2026-03-31
Filed2026-05-05
BDX
BECTON DICKINSON & CO
15.45%
Shares33.2K
Event2026-03-31
Filed2026-05-05
IBDU
ISHARES TR
7.24%
Shares224.5K
Event2026-03-31
Filed2026-05-05
CORO
BLACKROCK ETF TRUST
New
Shares161.4K
Event2026-03-31
Filed2026-05-05
ELV
ELEVANCE HEALTH INC FORMERLY
2.07%
Shares17.7K
Event2026-03-31
Filed2026-05-05
NEM
NEWMONT CORP
-0.25%
Shares47.8K
Event2026-03-31
Filed2026-05-05
GFEB
FIRST TR EXCHNG TRADED FD VI
7.71%
Shares125.8K
Event2026-03-31
Filed2026-05-05
XLP
SELECT SECTOR SPDR TR
-26.57%
Shares63.0K
Event2026-03-31
Filed2026-05-05
LMT
LOCKHEED MARTIN CORP
-33.49%
Shares8.5K
Event2026-03-31
Filed2026-05-05
SGI
SOMNIGROUP INTERNATIONAL INC
1.13%
Shares69.6K
Event2026-03-31
Filed2026-05-05
FESM
FIDELITY COVINGTON TRUST
-1.90%
Shares135.2K
Event2026-03-31
Filed2026-05-05
WRB
BERKLEY W R CORP
-2.96%
Shares76.0K
Event2026-03-31
Filed2026-05-05
ABNB
AIRBNB INC
-17.45%
Shares39.4K
Event2026-03-31
Filed2026-05-05
ACWX
ISHARES TR
-10.40%
Shares72.6K
Event2026-03-31
Filed2026-05-05
XEL
XCEL ENERGY INC
-13.13%
Shares61.9K
Event2026-03-31
Filed2026-05-05
ALLW
SSGA ACTIVE TR
4.15%
Shares170.3K
Event2026-03-31
Filed2026-05-05
IMTM
ISHARES TR
-8.05%
Shares102.3K
Event2026-03-31
Filed2026-05-05
THE CIGNA GROUP
THE CIGNA GROUP
15.31%
Shares18.4K
Event2026-03-31
Filed2026-05-05
INTC
INTEL CORP
25.02%
Shares110.3K
Event2026-03-31
Filed2026-05-05
CARR
CARRIER GLOBAL CORPORATION
77.20%
Shares86.3K
Event2026-03-31
Filed2026-05-05
AZO
AUTOZONE INC
-21.48%
Shares1.4K
Event2026-03-31
Filed2026-05-05
EOG
EOG RES INC
28.25%
Shares33.5K
Event2026-03-31
Filed2026-05-05
MLM
MARTIN MARIETTA MATLS INC
12.51%
Shares8.2K
Event2026-03-31
Filed2026-05-05
FE
FIRSTENERGY CORP
23.84%
Shares95.5K
Event2026-03-31
Filed2026-05-05
AIRR
FIRST TR EXCHANGE TRADED FD
-0.92%
Shares43.7K
Event2026-03-31
Filed2026-05-05
DELL
DELL TECHNOLOGIES INC
-17.47%
Shares29.2K
Event2026-03-31
Filed2026-05-05
TGT
TARGET CORP
-1.95%
Shares39.6K
Event2026-03-31
Filed2026-05-05
SONY
SONY GROUP CORP
-4.03%
Shares231.6K
Event2026-03-31
Filed2026-05-05
XSMO
INVESCO EXCHANGE TRADED FD T
-16.70%
Shares62.8K
Event2026-03-31
Filed2026-05-05
BABA
ALIBABA GROUP HLDG LTD
-3.80%
Shares38.0K
Event2026-03-31
Filed2026-05-05
CLOZ
SERIES PORTFOLIOS TR
8.68%
Shares184.8K
Event2026-03-31
Filed2026-05-05
NRG
NRG ENERGY INC
11.42%
Shares32.0K
Event2026-03-31
Filed2026-05-05
FLCB
FRANKLIN TEMPLETON ETF TR
15.15%
Shares217.3K
Event2026-03-31
Filed2026-05-05
ORLY
OREILLY AUTOMOTIVE INC
-3.44%
Shares50.6K
Event2026-03-31
Filed2026-05-05
DHI
D R HORTON INC
-2.83%
Shares34.0K
Event2026-03-31
Filed2026-05-05
ITW
ILLINOIS TOOL WKS INC
13.99%
Shares17.7K
Event2026-03-31
Filed2026-05-05
LST
MANAGED PORTFOLIO SERIES
New
Shares113.8K
Event2026-03-31
Filed2026-05-05
SCHX
SCHWAB STRATEGIC TR
0.66%
Shares179.3K
Event2026-03-31
Filed2026-05-05
CVE
CENOVUS ENERGY INC
28.56%
Shares172.8K
Event2026-03-31
Filed2026-05-05
CTVA
CORTEVA INC
-3.54%
Shares54.6K
Event2026-03-31
Filed2026-05-05
ULTA
ULTA BEAUTY INC
24.33%
Shares8.7K
Event2026-03-31
Filed2026-05-05
NDAQ
NASDAQ INC
-13.60%
Shares53.4K
Event2026-03-31
Filed2026-05-05
BUFQ
FIRST TR EXCHNG TRADED FD VI
3.02%
Shares128.0K
Event2026-03-31
Filed2026-05-05
TMSL
T ROWE PRICE ETF INC
200.82%
Shares123.2K
Event2026-03-31
Filed2026-05-05
VPU
VANGUARD WORLD FD
-2.76%
Shares22.6K
Event2026-03-31
Filed2026-05-05
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-1.91%
Shares263.1K
Event2026-03-31
Filed2026-05-05
HII
HUNTINGTON INGALLS INDS INC
-22.92%
Shares11.8K
Event2026-03-31
Filed2026-05-05
SPTL
SPDR SERIES TRUST
23.62%
Shares169.2K
Event2026-03-31
Filed2026-05-05
SLV
ISHARES SILVER TR
108.81%
Shares65.2K
Event2026-03-31
Filed2026-05-05
BLES
NORTHERN LTS FD TR IV
-4.99%
Shares98.2K
Event2026-03-31
Filed2026-05-05
VCLT
VANGUARD SCOTTSDALE FDS
0.24%
Shares58.3K
Event2026-03-31
Filed2026-05-05
LMUB
ISHARES TR
New
Shares87.1K
Event2026-03-31
Filed2026-05-05
FTCS
FIRST TR EXCHANGE-TRADED FD
-0.50%
Shares46.9K
Event2026-03-31
Filed2026-05-05
RF
REGIONS FINANCIAL CORP NEW
26.29%
Shares166.4K
Event2026-03-31
Filed2026-05-05
LPLA
LPL FINL HLDGS INC
-11.94%
Shares14.4K
Event2026-03-31
Filed2026-05-05
MGK
VANGUARD WORLD FD
9.31%
Shares11.7K
Event2026-03-31
Filed2026-05-05
NKE
NIKE INC
20.19%
Shares81.4K
Event2026-03-31
Filed2026-05-05
D
DOMINION ENERGY INC
2.27%
Shares69.3K
Event2026-03-31
Filed2026-05-05
SPOT
SPOTIFY TECHNOLOGY S A
17.75%
Shares8.8K
Event2026-03-31
Filed2026-05-05
TRV
TRAVELERS COMPANIES INC
-24.09%
Shares14.6K
Event2026-03-31
Filed2026-05-05
AON PLC
AON PLC
-5.69%
Shares13.2K
Event2026-03-31
Filed2026-05-05
ADBE
ADOBE INC
-30.87%
Shares17.4K
Event2026-03-31
Filed2026-05-05
FVD
FIRST TR EXCHANGE-TRADED FD
-1.88%
Shares89.9K
Event2026-03-31
Filed2026-05-05
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-20.94%
Shares22.0K
Event2026-03-31
Filed2026-05-05
IQV
IQVIA HLDGS INC
-10.27%
Shares24.7K
Event2026-03-31
Filed2026-05-05
YUM
YUM BRANDS INC
0.34%
Shares26.9K
Event2026-03-31
Filed2026-05-05
WDC
WESTERN DIGITAL CORP
21.85%
Shares15.4K
Event2026-03-31
Filed2026-05-05
BSCU
INVESCO EXCH TRD SLF IDX FD
3.81%
Shares248.9K
Event2026-03-31
Filed2026-05-05
BSCS
INVESCO EXCH TRD SLF IDX FD
10.09%
Shares203.8K
Event2026-03-31
Filed2026-05-05
MSCI
MSCI INC
-29.74%
Shares7.7K
Event2026-03-31
Filed2026-05-05
VHT
VANGUARD WORLD FD
-2.82%
Shares15.2K
Event2026-03-31
Filed2026-05-05
BILS
SPDR SERIES TRUST
54.72%
Shares41.6K
Event2026-03-31
Filed2026-05-05
OXY
OCCIDENTAL PETE CORP
15.25%
Shares63.6K
Event2026-03-31
Filed2026-05-05
BUFD
FIRST TR EXCHNG TRADED FD VI
-3.70%
Shares147.2K
Event2026-03-31
Filed2026-05-05
EMXC
ISHARES INC
125.81%
Shares52.4K
Event2026-03-31
Filed2026-05-05
BSCT
INVESCO EXCH TRD SLF IDX FD
2.31%
Shares219.5K
Event2026-03-31
Filed2026-05-05
HGER
HARBOR ETF TRUST
420.96%
Shares130.7K
Event2026-03-31
Filed2026-05-05
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
14.27%
Shares17.3K
Event2026-03-31
Filed2026-05-05
PPL
PPL CORP
2.12%
Shares103.8K
Event2026-03-31
Filed2026-05-05
BC
BRUNSWICK CORP
-1.27%
Shares54.4K
Event2026-03-31
Filed2026-05-05
FDD
FIRST TR EXCHANGE-TRADED FD
-50.04%
Shares222.1K
Event2026-03-31
Filed2026-05-05
BSX
BOSTON SCIENTIFIC CORP
-16.08%
Shares62.7K
Event2026-03-31
Filed2026-05-05
SPG
SIMON PPTY GROUP INC NEW
-3.14%
Shares21.0K
Event2026-03-31
Filed2026-05-05
CBRE
CBRE GROUP INC
4.80%
Shares28.9K
Event2026-03-31
Filed2026-05-05
UPS
UNITED PARCEL SVCS INC
-14.75%
Shares39.6K
Event2026-03-31
Filed2026-05-05
BSCR
INVESCO EXCH TRD SLF IDX FD
9.29%
Shares198.3K
Event2026-03-31
Filed2026-05-05
MCO
MOODYS CORP
4.96%
Shares8.9K
Event2026-03-31
Filed2026-05-05
TDIV
FIRST TR EXCHANGE TRADED FD
2.68%
Shares41.4K
Event2026-03-31
Filed2026-05-05
GWW
WW GRAINGER INC
-4.54%
Shares3.6K
Event2026-03-31
Filed2026-05-05
JKHY
HENRY JACK & ASSOC INC
-20.14%
Shares24.4K
Event2026-03-31
Filed2026-05-05
IAUM
ISHARES GOLD TR
3.69%
Shares82.6K
Event2026-03-31
Filed2026-05-05
OUNZ
VANECK MERK GOLD ETF
-12.73%
Shares85.3K
Event2026-03-31
Filed2026-05-05
QTEC
FIRST TR EXCHANGE-TRADED FD
-19.15%
Shares17.8K
Event2026-03-31
Filed2026-05-05
URI
UNITED RENTALS INC
7.69%
Shares5.3K
Event2026-03-31
Filed2026-05-05
EELV
INVESCO EXCH TRADED FD TR II
23.32%
Shares136.5K
Event2026-03-31
Filed2026-05-05
FTI
TECHNIPFMC PLC
7.80%
Shares55.4K
Event2026-03-31
Filed2026-05-05
NSC
NORFOLK SOUTHN CORP
-25.02%
Shares13.2K
Event2026-03-31
Filed2026-05-05
USMF
WISDOMTREE TR
0.03%
Shares76.7K
Event2026-03-31
Filed2026-05-05
VRT
VERTIV HOLDINGS CO
146.64%
Shares15.1K
Event2026-03-31
Filed2026-05-05
OAEM
UNIFIED SER TR
-5.87%
Shares93.4K
Event2026-03-31
Filed2026-05-05
JEPI
J P MORGAN EXCHANGE TRADED F
-20.31%
Shares66.4K
Event2026-03-31
Filed2026-05-05
HSY
HERSHEY CO
3.90%
Shares18.0K
Event2026-03-31
Filed2026-05-05
ATO
ATMOS ENERGY CORP
-12.55%
Shares20.2K
Event2026-03-31
Filed2026-05-05
IGF
ISHARES TR
-12.90%
Shares55.7K
Event2026-03-31
Filed2026-05-05
ROE
EA SERIES TRUST
-3.31%
Shares104.9K
Event2026-03-31
Filed2026-05-05
BSCQ
INVESCO EXCH TRD SLF IDX FD
9.09%
Shares190.1K
Event2026-03-31
Filed2026-05-05
AMP
AMERIPRISE FINL INC
-10.67%
Shares8.3K
Event2026-03-31
Filed2026-05-05
AJG
GALLAGHER ARTHUR J & CO
-4.73%
Shares17.0K
Event2026-03-31
Filed2026-05-05
NDSN
NORDSON CORP
5.11%
Shares13.8K
Event2026-03-31
Filed2026-05-05
SPSM
SPDR SERIES TRUST
-4.46%
Shares76.2K
Event2026-03-31
Filed2026-05-05
DBMF
LITMAN GREGORY FDS TR
1.43%
Shares121.1K
Event2026-03-31
Filed2026-05-05
VOX
VANGUARD WORLD FD
-35.92%
Shares20.3K
Event2026-03-31
Filed2026-05-05
SAP
SAP SE
-5.72%
Shares21.2K
Event2026-03-31
Filed2026-05-05
LNG
CHENIERE ENERGY INC
-46.82%
Shares12.8K
Event2026-03-31
Filed2026-05-05
CVLC
MORGAN STANLEY ETF TRUST
New
Shares45.1K
Event2026-03-31
Filed2026-05-05
JCI
JOHNSON CONTROLS INTERNATION
0.54%
Shares27.5K
Event2026-03-31
Filed2026-05-05
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares5
Event2026-03-31
Filed2026-05-05
VMC
VULCAN MATLS CO
6.88%
Shares13.2K
Event2026-03-31
Filed2026-05-05
SOXX
ISHARES TR
-5.79%
Shares10.9K
Event2026-03-31
Filed2026-05-05
INSM
INSMED INC
7.16%
Shares21.8K
Event2026-03-31
Filed2026-05-05
JBND
J P MORGAN EXCHANGE TRADED F
-1.42%
Shares66.0K
Event2026-03-31
Filed2026-05-05
FEM
FIRST TR EXCH TRD ALPHDX FD
18.89%
Shares118.5K
Event2026-03-31
Filed2026-05-05
CHRW
C H ROBINSON WORLDWIDE IN
20.37%
Shares21.4K
Event2026-03-31
Filed2026-05-05
IYJ
ISHARES TR
21.11%
Shares24.0K
Event2026-03-31
Filed2026-05-05
SHLD
GLOBAL X FDS
149.08%
Shares49.9K
Event2026-03-31
Filed2026-05-05
COWZ
PACER FDS TR
-7.41%
Shares56.3K
Event2026-03-31
Filed2026-05-05
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
9.58%
Shares35.5K
Event2026-03-31
Filed2026-05-05
PRU
PRUDENTIAL FINL INC
-1.92%
Shares36.0K
Event2026-03-31
Filed2026-05-05
OMC
OMNICOM GROUP INC
-0.11%
Shares46.5K
Event2026-03-31
Filed2026-05-05
FLEX
FLEXTRONICS INTL LTD
-9.36%
Shares53.4K
Event2026-03-31
Filed2026-05-05
BUFX
FIRST TR EXCHNG TRADED FD VI
-3.79%
Shares164.6K
Event2026-03-31
Filed2026-05-05
FTA
FIRST TR EXCHANGE-TRADED ALP
-8.43%
Shares37.6K
Event2026-03-31
Filed2026-05-05
MGC
VANGUARD WORLD FD
27.56%
Shares14.7K
Event2026-03-31
Filed2026-05-05
CDNS
CADENCE DESIGN SYSTEM INC
-37.01%
Shares12.4K
Event2026-03-31
Filed2026-05-05
ACIO
ETF SER SOLUTIONS
-1.65%
Shares81.8K
Event2026-03-31
Filed2026-05-05
VAW
VANGUARD WORLD FD
-3.94%
Shares15.1K
Event2026-03-31
Filed2026-05-05
VNQ
VANGUARD INDEX FDS
50.04%
Shares38.3K
Event2026-03-31
Filed2026-05-05
AMCOR PLC
AMCOR PLC
New
Shares85.2K
Event2026-03-31
Filed2026-05-05
VIS
VANGUARD WORLD FD
-3.22%
Shares10.8K
Event2026-03-31
Filed2026-05-05
IQDG
WISDOMTREE TR
-6.70%
Shares84.0K
Event2026-03-31
Filed2026-05-05
APP
APPLOVIN CORP
-20.62%
Shares8.5K
Event2026-03-31
Filed2026-05-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Atria Investments, Inc Institutional Holdings, Portfolio & P&L β€” TradeFomo