Sponsored

The Analysis of ATWOOD & PALMER INC's Holdings & P&L

Currently, ATWOOD & PALMER INC holds 531 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in NOK (+2.5M shares, valued at $19.8M), BABA (+100.3K shares, valued at $12.6M), N/A (+123.2K shares, valued at $3.2M); decreased their positions in N/A (-538.4K shares, valued at $11.6M), N/A (-7.1K shares, valued at $1.4M), N/A (-3.7K shares, valued at $1.1M); initiated new positions in NOK (+2.5M shares, valued at $19.8M), N/A (+123.2K shares, valued at $3.2M), WAT (+2.8K shares, valued at $835.9K).

1M P&L

+22.7M+1.34%

3M P&L

+763.5K+0.04%

HY P&L

+115.7M+7.25%

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/A610.0M

37.8%

2Drug Manufacturers - General100.2M

6.2%

3Software - Infrastructure67.0M

4.2%

Top Industries by Stock Count

1N/A137 stocks

28.2%

2Semiconductors17 stocks

3.5%

3Software - Application13 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC239.9K shares-1.52%2026-03-312026-04-15

AVDE AMERICAN CENTY ETF TR767.5K shares1.38%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC437.5K shares-1.59%2026-03-312026-04-15

JANUS DETROIT STR TR JANUS DETROIT STR TR1.1M shares4.06%2026-03-312026-04-15

SHY ISHARES TR717.2K shares3.20%2026-03-312026-04-15

JAAA JANUS DETROIT STR TR1.1M shares3.92%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR671.4K shares1.05%2026-03-312026-04-15

GILD GILEAD SCIENCES INC347.4K shares-0.68%2026-03-312026-04-15

Sponsored

URI UNITED RENTALS INC58.6K shares0.29%2026-03-312026-04-15

ABBV ABBVIE INC194.1K shares-0.12%2026-03-312026-04-15

PSQO PALMER SQUARE FUNDS TR2.0M shares6.21%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP68.0K shares0.00%2026-03-312026-04-15

LDOS LEIDOS HOLDINGS INC257.1K shares-1.09%2026-03-312026-04-15

CSCO CISCO SYS INC514.4K shares-1.42%2026-03-312026-04-15

BBBI BONDBLOXX ETF TRUST770.8K shares2.49%2026-03-312026-04-15

FITB FIFTH THIRD BANCORP837.3K shares-0.79%2026-03-312026-04-15

Sponsored

AVIV AMERICAN CENTY ETF TR499.1K shares2.24%2026-03-312026-04-15

UTHR UNITED THERAPEUTICS CORP DEL62.4K shares-1.73%2026-03-312026-04-15

JSI JANUS DETROIT STR TR699.3K shares2.22%2026-03-312026-04-15

AMP AMERIPRISE FINL INC77.3K shares0.37%2026-03-312026-04-15

DHI D R HORTON INC238.2K shares0.16%2026-03-312026-04-15

AAPL APPLE INC127.4K shares1.45%2026-03-312026-04-15

WMT WALMART INC259.5K shares-2.80%2026-03-312026-04-15

REGN REGENERON PHARMACEUTICALS41.7K shares-0.28%2026-03-312026-04-15

Sponsored

MELI MERCADOLIBRE INC18.4K shares6.56%2026-03-312026-04-15

GNRC GENERAC HLDGS INC158.7K shares0.50%2026-03-312026-04-15

MA MASTERCARD INCORPORATED60.4K shares0.99%2026-03-312026-04-15

TPYP TORTOISE CAPITAL SERIES TRUS667.1K shares0.37%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC33.4K shares1.10%2026-03-312026-04-15

AVDV AMERICAN CENTY ETF TR272.5K shares2.83%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC54.3K shares0.23%2026-03-312026-04-15

NVDA NVIDIA CORPORATION151.0K shares0.51%2026-03-312026-04-15

Sponsored

VRTX VERTEX PHARMACEUTICALS INC55.8K shares0.65%2026-03-312026-04-15

LHX L3HARRIS TECHNOLOGIES INC63.7K shares-0.47%2026-03-312026-04-15

GRMN GARMIN LTD92.8K shares-0.20%2026-03-312026-04-15

IBTI ISHARES TR943.4K shares2.09%2026-03-312026-04-15

IBTJ ISHARES TR945.0K shares1.90%2026-03-312026-04-15

XBB BONDBLOXX ETF TRUST500.0K shares2.83%2026-03-312026-04-15

NOK NOKIA CORP2.5M sharesnew addition2026-03-312026-04-15

SHYG ISHARES TR457.7K shares1.73%2026-03-312026-04-15

Sponsored

CDW CDW CORP159.1K shares0.63%2026-03-312026-04-15

ON ON SEMICONDUCTOR CORP306.8K shares1.01%2026-03-312026-04-15

IGSB ISHARES TR357.2K shares2.38%2026-03-312026-04-15

LOW LOWES COS INC70.2K shares0.69%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC182.0K shares2.42%2026-03-312026-04-15

BABA ALIBABA GROUP HLDG LTD100.5K shares50385.93%2026-03-312026-04-15

GSIE GOLDMAN SACHS ETF TR260.2K shares-3.51%2026-03-312026-04-15

IMTM ISHARES TR228.7K shares-3.10%2026-03-312026-04-15

Sponsored

HLI HOULIHAN LOKEY INC72.3K shares3.30%2026-03-312026-04-15

VSLU ETF OPPORTUNITIES TRUST204.5K shares-3.81%2026-03-312026-04-15

ALPHABET INC ALPHABET INC24.6K shares0.51%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T35.2K shares-16.68%2026-03-312026-04-15

CENTRAL BANCOMPANY CENTRAL BANCOMPANY282.1K shares-4.41%2026-03-312026-04-15

JKHY HENRY JACK & ASSOC INC40.3K shares-0.73%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON24.7K shares-1.84%2026-03-312026-04-15

HD HOME DEPOT INC17.7K shares-0.63%2026-03-312026-04-15

Sponsored

FV FIRST TR EXCHANGE TRADED FD80.7K shares-12.24%2026-03-312026-04-15

GBIL GOLDMAN SACHS ETF TR38.9K shares15.19%2026-03-312026-04-15

KMB KIMBERLY-CLARK CORP40.2K shares-3.60%2026-03-312026-04-15

CBSH COMMERCE BANCSHARES INC71.8K shares-0.68%2026-03-312026-04-15

BDX BECTON DICKINSON & CO21.1K shares-6.28%2026-03-312026-04-15

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST123.2K sharesnew addition2026-03-312026-04-15

PG PROCTER & GAMBLE CO20.4K shares-0.61%2026-03-312026-04-15

XOM EXXON MOBIL CORP16.8K shares0.32%2026-03-312026-04-15

Sponsored

JPM JPMORGAN CHASE & CO8.9K shares0.16%2026-03-312026-04-15

RTX RTX CORPORATION13.3K shares-0.74%2026-03-312026-04-15

CL COLGATE PALMOLIVE CO26.2K shares0.00%2026-03-312026-04-15

PEP PEPSICO INC13.3K shares-2.02%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP2.3K shares0.22%2026-03-312026-04-15

MSFT MICROSOFT CORP5.4K shares15.74%2026-03-312026-04-15

AMGN AMGEN INC5.6K shares-9.27%2026-03-312026-04-15

GEM GOLDMAN SACHS ETF TR44.9K shares-3.77%2026-03-312026-04-15

Sponsored

AMZN AMAZON COM INC9.2K shares-0.22%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares-3.50%2026-03-312026-04-15

CAT CATERPILLAR INC2.6K shares0.08%2026-03-312026-04-15

IBTK ISHARES TR90.3K shares-0.77%2026-03-312026-04-15

IEI ISHARES TR13.9K shares-15.34%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T2.5K shares-6.50%2026-03-312026-04-15

LMBS FIRST TR EXCHANGE-TRADED FD29.7K shares-3.73%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION1.4K shares0.00%2026-03-312026-04-15

Sponsored

UMBF UMB FINL CORP10.7K shares0.00%2026-03-312026-04-15

PAYX PAYCHEX INC12.9K shares0.00%2026-03-312026-04-15

HTH HILLTOP HLDGS INC33.1K shares0.00%2026-03-312026-04-15

ITOT ISHARES TR8.1K shares0.12%2026-03-312026-04-15

IVV ISHARES TR1.7K shares-2.82%2026-03-312026-04-15

CVX CHEVRON CORPORATION5.1K shares-0.37%2026-03-312026-04-15

HIW HIGHWOODS PPTYS INC48.0K shares0.00%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS4.2K shares0.10%2026-03-312026-04-15

Sponsored

JMBS JANUS DETROIT STR TR22.6K shares-0.33%2026-03-312026-04-15

DE DEERE & CO1.8K shares0.11%2026-03-312026-04-15

MCD MCDONALDS CORP3.2K shares0.00%2026-03-312026-04-15

IRM IRON MTN INC DEL9.5K shares0.13%2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC4.6K shares0.26%2026-03-312026-04-15

BROADCOM INC BROADCOM INC3.0K shares1.33%2026-03-312026-04-15

IWF ISHARES TR2.1K shares0.00%2026-03-312026-04-15

NEE NEXTERA ENERGY INC9.5K shares-1.04%2026-03-312026-04-15

Sponsored

GHYB GOLDMAN SACHS ETF TR18.9K shares-1.26%2026-03-312026-04-15

KO COCA COLA CO11.1K shares-3.07%2026-03-312026-04-15

WAT WATERS CORP2.8K sharesnew addition2026-03-312026-04-15

MGK VANGUARD WORLD FD2.2K sharesnew addition2026-03-312026-04-15

TSLA TESLA INC2.0K shares1.74%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC4.4K shares-3.31%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC5.5K shares0.00%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO11.8K shares0.20%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN3.5K shares-11.46%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS8.5K shares0.00%2026-03-312026-04-15

WM WASTE MGMT INC DEL2.8K shares0.00%2026-03-312026-04-15

QCOM QUALCOMM INC4.9K shares-1.52%2026-03-312026-04-15

USB US BANCORP11.8K shares-5.60%2026-03-312026-04-15

TJX TJX COS INC NEW3.6K shares46.34%2026-03-312026-04-15

EMR EMERSON ELEC CO4.3K shares0.00%2026-03-312026-04-15

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC4.5K shares-4.29%2026-03-312026-04-15

GSST GOLDMAN SACHS ETF TR10.6K shares0.00%2026-03-312026-04-15

META META PLATFORMS INC917 shares-7.37%2026-03-312026-04-15

ORCL ORACLE CORP3.4K shares2.17%2026-03-312026-04-15

VTI VANGUARD INDEX FDS1.5K shares-26.23%2026-03-312026-04-15

LLY ELI LILLY & CO530 shares-2.75%2026-03-312026-04-15

RF REGIONS FINANCIAL CORP NEW18.5K shares0.00%2026-03-312026-04-15

BAC BANK AMERICA CORP9.8K shares-23.25%2026-03-312026-04-15

Sponsored

SAIA SAIA INC1.3K shares0.00%2026-03-312026-04-15

CW CURTISS WRIGHT CORP648 shares0.00%2026-03-312026-04-15

CARR CARRIER GLOBAL CORPORATION7.6K shares0.00%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP4.6K shares126.34%2026-03-312026-04-15

V VISA INC1.3K shares0.31%2026-03-312026-04-15

ECL ECOLAB INC1.5K shares34.62%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC3.2K shares1.11%2026-03-312026-04-15

VOT VANGUARD INDEX FDS1.4K shares6905.00%2026-03-312026-04-15

Sponsored

VYM VANGUARD WHITEHALL FDS2.3K shares1069.85%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L8.9K shares0.00%2026-03-312026-04-15

VOE VANGUARD INDEX FDS1.8K sharesnew addition2026-03-312026-04-15

NXPI NXP SEMICONDUCTORS N V1.7K shares0.00%2026-03-312026-04-15

MPLX MPLX LP5.8K shares0.00%2026-03-312026-04-15

SRE SEMPRA3.3K shares0.39%2026-03-312026-04-15

MO ALTRIA GROUP INC4.8K shares0.00%2026-03-312026-04-15

IJH ISHARES TR4.4K shares-3.31%2026-03-312026-04-15

Sponsored

OTIS OTIS WORLDWIDE CORP3.8K shares-2.55%2026-03-312026-04-15

APH AMPHENOL CORP2.3K sharesnew addition2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC700 shares0.00%2026-03-312026-04-15

INTC INTEL CORP6.6K shares449.71%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR503 shares0.20%2026-03-312026-04-15

HON HONEYWELL INTL INC1.3K shares0.00%2026-03-312026-04-15

AVLV AMERICAN CENTY ETF TR3.5K shares0.14%2026-03-312026-04-15

PFE PFIZER INC10.0K shares1.05%2026-03-312026-04-15

Sponsored

AVIG AMERICAN CENTY ETF TR6.6K shares0.00%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE954 shares0.63%2026-03-312026-04-15

LH LABCORP HOLDINGS INC1.0K shares0.00%2026-03-312026-04-15

IWD ISHARES TR1.2K shares0.00%2026-03-312026-04-15

EEM ISHARES TR4.5K shares-2.68%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC714 shares445.04%2026-03-312026-04-15

DGRO ISHARES TR3.6K sharesnew addition2026-03-312026-04-15

WFC WELLS FARGO & CO3.0K shares-5.01%2026-03-312026-04-15

Sponsored

CAH CARDINAL HEALTH INC1.1K shares-21.37%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 40373 shares0.00%2026-03-312026-04-15

AXON AXON ENTERPRISE INC520 shares0.00%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC1.4K shares0.00%2026-03-312026-04-15

GEV GE VERNOVA INC234 shares0.00%2026-03-312026-04-15

FBIN FORTUNE BRANDS INNOVATIONS I5.1K shares0.00%2026-03-312026-04-15

UNP UNION PAC CORP810 shares-6.57%2026-03-312026-04-15

SPTM SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-04-15

Sponsored

JPST J P MORGAN EXCHANGE TRADED F3.5K shares0.00%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.3K shares0.00%2026-03-312026-04-15

IJR ISHARES TR1.4K shares-6.27%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC446 shares0.00%2026-03-312026-04-15

ACGL ARCH CAP GROUP LTD1.8K shares0.00%2026-03-312026-04-15

ESLT ELBIT SYS LTD200 shares0.00%2026-03-312026-04-15

UI UBIQUITI INC211 shares0.00%2026-03-312026-04-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY2.1K shares-13.84%2026-03-312026-04-15

Sponsored

ORLY OREILLY AUTOMOTIVE INC1.6K shares0.00%2026-03-312026-04-15

VO VANGUARD INDEX FDS529 sharesnew addition2026-03-312026-04-15

IJS ISHARES TR1.3K shares0.00%2026-03-312026-04-15

DIS DISNEY WALT CO1.6K shares2.03%2026-03-312026-04-15

NJR NEW JERSEY RES CORP2.7K shares0.00%2026-03-312026-04-15

TRGP TARGA RES CORP575 shares0.00%2026-03-312026-04-15

CDNS CADENCE DESIGN SYSTEM INC505 shares1162.50%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP764 shares0.00%2026-03-312026-04-15

Sponsored

KMI KINDER MORGAN INC DEL4.1K shares0.91%2026-03-312026-04-15

GSY INVESCO ACTIVELY MANAGED EXC2.8K shares0.00%2026-03-312026-04-15

LNG CHENIERE ENERGY INC472 shares0.00%2026-03-312026-04-15

VV VANGUARD INDEX FDS448 sharesnew addition2026-03-312026-04-15

EFSC ENTERPRISE FINL SVCS CORP2.5K shares0.00%2026-03-312026-04-15

WMB WILLIAMS COS INC1.8K shares0.00%2026-03-312026-04-15

BCS BARCLAYS PLC6.1K shares-13.26%2026-03-312026-04-15

FXL FIRST TR EXCHANGE-TRADED FD800 shares0.00%2026-03-312026-04-15

Sponsored

AVMC AMERICAN CENTY ETF TR1.7K shares0.00%2026-03-312026-04-15

AVDS AMERICAN CENTY ETF TR1.7K shares0.00%2026-03-312026-04-15

TRP TC ENERGY CORP1.9K shares0.00%2026-03-312026-04-15

ZTS ZOETIS INC969 shares-38.24%2026-03-312026-04-15

ILCG ISHARES TR1.1K shares0.09%2026-03-312026-04-15

FXH FIRST TR EXCHANGE-TRADED FD950 shares0.00%2026-03-312026-04-15

EVRG EVERGY INC1.3K shares-0.16%2026-03-312026-04-15

SEE SEALED AIR CORP NEW2.4K shares0.00%2026-03-312026-04-15

Sponsored

OMC OMNICOM GROUP INC1.3K shares0.00%2026-03-312026-04-15

DRAFTKINGS INC NEW DRAFTKINGS INC NEW4.6K shares-99.16%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-15

VBR VANGUARD INDEX FDS451 sharesnew addition2026-03-312026-04-15

PWR QUANTA SVCS INC178 shares0.00%2026-03-312026-04-15

VBK VANGUARD INDEX FDS322 shares2200.00%2026-03-312026-04-15

DIVO AMPLIFY ETF TR2.1K shares0.00%2026-03-312026-04-15

IJT ISHARES TR658 shares0.00%2026-03-312026-04-15

Sponsored

ET ENERGY TRANSFER L P4.8K shares0.00%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC772 shares5.75%2026-03-312026-04-15

MUB ISHARES TR846 shares0.48%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP416 shares12.43%2026-03-312026-04-15

MCO MOODYS CORP200 shares-50.00%2026-03-312026-04-15

TY TRI CONTL CORP2.7K shares0.00%2026-03-312026-04-15

EMN EASTMAN CHEM CO1.1K shares0.00%2026-03-312026-04-15

IWN ISHARES TR439 shares0.00%2026-03-312026-04-15

Sponsored

SPGI S&P GLOBAL INC194 shares0.00%2026-03-312026-04-15

HEI HEICO CORP NEW300 shares0.00%2026-03-312026-04-15

FDN FIRST TR EXCHANGE-TRADED FD345 shares0.00%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS135 shares-20.59%2026-03-312026-04-15

COP CONOCOPHILLIPS603 shares0.00%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC172 shares0.00%2026-03-312026-04-15

ICSH ISHARES TR1.5K shares0.00%2026-03-312026-04-15

LINDE PLC LINDE PLC155 shares-12.43%2026-03-312026-04-15

Sponsored

IBIT ISHARES BITCOIN TRUST ETF2.0K shares-18.37%2026-03-312026-04-15

TCBI TEXAS CAP BANCSHARES INC800 shares0.00%2026-03-312026-04-15

IEFA ISHARES TR812 shares0.00%2026-03-312026-04-15

EW EDWARDS LIFESCIENCES CORP916 shares0.44%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC269 shares-45.77%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS336 shares0.00%2026-03-312026-04-15

POST POST HLDGS INC716 shares-21.83%2026-03-312026-04-15

FTNT FORTINET INC860 shares0.00%2026-03-312026-04-15

Sponsored

TYL TYLER TECHNOLOGIES INC204 shares0.00%2026-03-312026-04-15

TMUS T-MOBILE US INC330 shares0.00%2026-03-312026-04-15

KLAC KLA CORP46 shares0.00%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC775 shares0.00%2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR605 shares0.17%2026-03-312026-04-15

AGILON HEALTH INC AGILON HEALTH INC8.4K sharesnew addition2026-03-312026-04-15

KVUE KENVUE INC3.9K shares1.10%2026-03-312026-04-15

VUG VANGUARD INDEX FDS149 shares0.00%2026-03-312026-04-15

Sponsored

MDYV SPDR SERIES TRUST744 shares0.54%2026-03-312026-04-15

TGT TARGET CORP518 shares-5.65%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS971 shares0.00%2026-03-312026-04-15

D DOMINION ENERGY INC1.0K shares0.00%2026-03-312026-04-15

ABT ABBOTT LABORATORIES582 shares-31.85%2026-03-312026-04-15

ENR ENERGIZER HLDGS INC3.6K shares0.00%2026-03-312026-04-15

IWP ISHARES TR460 shares0.00%2026-03-312026-04-15

CTVA CORTEVA INC699 shares2.95%2026-03-312026-04-15

Sponsored

DHR DANAHER CORP DEL300 shares-24.05%2026-03-312026-04-15

AJG GALLAGHER ARTHUR J & CO255 shares-49.50%2026-03-312026-04-15

CRM SALESFORCE INC293 shares-28.19%2026-03-312026-04-15

PR PERMIAN RESOURCES CORP2.6K shares0.00%2026-03-312026-04-15

NOW SERVICENOW INC500 sharesnew addition2026-03-312026-04-15

GBTC GRAYSCALE BITCOIN TRUST ETF986 shares0.00%2026-03-312026-04-15

FLO FLOWERS FOODS INC6.4K shares0.00%2026-03-312026-04-15

TXN TEXAS INSTRS INC267 shares-15.77%2026-03-312026-04-15

Sponsored

VB VANGUARD INDEX FDS197 shares49.24%2026-03-312026-04-15

PAA PLAINS ALL AMERN PIPELINE L2.3K shares0.00%2026-03-312026-04-15

VNLA JANUS DETROIT STR TR1.1K shares-2.78%2026-03-312026-04-15

FXR FIRST TR EXCHANGE-TRADED FD575 shares0.00%2026-03-312026-04-15

DOW DOW HLDGS INC1.1K shares0.00%2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC150 shares0.00%2026-03-312026-04-15

STPZ PIMCO ETF TR800 shares0.00%2026-03-312026-04-15

VRP INVESCO EXCH TRADED FD TR II1.8K shares-5.01%2026-03-312026-04-15

Sponsored

CB CHUBB LTD SWITZ130 shares0.00%2026-03-312026-04-15

MBC MASTERBRAND INC5.1K shares0.00%2026-03-312026-04-15

IVE ISHARES TR195 shares0.00%2026-03-312026-04-15

VTV VANGUARD INDEX FDS208 shares-29.73%2026-03-312026-04-15

SPSB SPDR SERIES TRUST1.3K shares0.00%2026-03-312026-04-15

CVS CVS HEALTH CORP535 shares0.00%2026-03-312026-04-15

FTXR FIRST TR EXCHANGE TRADED FD975 shares0.00%2026-03-312026-04-15

ETR ENTERGY CORP NEW330 shares0.00%2026-03-312026-04-15

Sponsored

ASML ASML HLDG NV28 shares0.00%2026-03-312026-04-15

MSI MOTOROLA SOLUTIONS INC85 shares0.00%2026-03-312026-04-15

IJK ISHARES TR365 shares0.00%2026-03-312026-04-15

WH WYNDHAM HOTELS & RESORTS INC448 shares0.00%2026-03-312026-04-15

NMRK NEWMARK GROUP INC2.4K shares0.00%2026-03-312026-04-15

DJTWW TRUMP MEDIA & TECHNOLOGY GRO7.1K shares0.00%2026-03-312026-04-15

FXD FIRST TR EXCHANGE-TRADED FD545 shares0.00%2026-03-312026-04-15

TNL TRAVEL PLUS LEISURE CO500 shares0.00%2026-03-312026-04-15

Sponsored

AFL AFLAC INC315 shares-25.71%2026-03-312026-04-15

OGE OGE ENERGY CORP720 shares0.00%2026-03-312026-04-15

OUNZ VANECK MERK GOLD ETF749 shares0.00%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F617 shares0.00%2026-03-312026-04-15

VHT VANGUARD WORLD FD121 shares0.00%2026-03-312026-04-15

QTEC FIRST TR EXCHANGE-TRADED FD150 shares-25.00%2026-03-312026-04-15

DXCM DEXCOM INC500 shares0.00%2026-03-312026-04-15

ALL ALLSTATE CORP150 shares0.00%2026-03-312026-04-15

Sponsored

AMAT APPLIED MATLS INC90 shares20.00%2026-03-312026-04-15

LYV LIVE NATION ENTERTAINMENT IN200 shares0.00%2026-03-312026-04-15

SRPT SAREPTA THERAPEUTICS INC1.4K shares0.00%2026-03-312026-04-15

ADM ARCHER DANIELS MIDLAND CO419 shares2.20%2026-03-312026-04-15

CLF CLEVELAND-CLIFFS INC NEW3.6K shares0.00%2026-03-312026-04-15

SPG SIMON PPTY GROUP INC NEW163 shares5.16%2026-03-312026-04-15

ADBE ADOBE INC124 shares-16.78%2026-03-312026-04-15

MLM MARTIN MARIETTA MATLS INC51 shares0.00%2026-03-312026-04-15

Sponsored

EFV ISHARES TR401 shares0.00%2026-03-312026-04-15

TPR TAPESTRY INC209 shares2.45%2026-03-312026-04-15

ADAM ADAMAS TRUST INC.4.0K shares0.00%2026-03-312026-04-15

SPSM SPDR SERIES TRUST607 shares-56.17%2026-03-312026-04-15

SDY SPDR SERIES TRUST200 shares0.00%2026-03-312026-04-15

GTY GETTY RLTY CORP NEW879 shares0.00%2026-03-312026-04-15

VGT VANGUARD WORLD FD40 shares0.00%2026-03-312026-04-15

FI FISERV INC500 shares0.00%2026-03-312026-04-15

Sponsored

GALT GALECTIN THERAPEUTICS INC10.0K shares0.00%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR895 shares0.22%2026-03-312026-04-15

HCA HCA HEALTHCARE INC58 shares3.57%2026-03-312026-04-15

EWC ISHARES INC500 shares0.00%2026-03-312026-04-15

IEMG ISHARES INC392 shares0.00%2026-03-312026-04-15

HUM HUMANA INC153 shares0.00%2026-03-312026-04-15

ED CONSOLIDATED EDISON INC232 shares0.00%2026-03-312026-04-15

AMT AMERICAN TOWER CORP150 shares0.00%2026-03-312026-04-15

Sponsored

APA CORPORATION APA CORPORATION600 shares0.00%2026-03-312026-04-15

PYPL PAYPAL HLDGS INC550 shares-31.34%2026-03-312026-04-15

VXUS VANGUARD STAR FDS315 shares-2.17%2026-03-312026-04-15

SPOT SPOTIFY TECHNOLOGY S A50 shares0.00%2026-03-312026-04-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC313 shares0.00%2026-03-312026-04-15

MCK MCKESSON CORP27 shares0.00%2026-03-312026-04-15

ADX ADAMS DIVERSIFIED EQUITY FD1.1K shares0.00%2026-03-312026-04-15

AME AMETEK INC107 shares2.88%2026-03-312026-04-15

Sponsored

SCHG SCHWAB STRATEGIC TR766 shares0.13%2026-03-312026-04-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL55 shares25.00%2026-03-312026-04-15

EFG ISHARES TR193 shares0.00%2026-03-312026-04-15

EPC EDGEWELL PERSONAL CARE CO1.0K shares0.00%2026-03-312026-04-15

BKNG BOOKING HOLDINGS INC5 shares0.00%2026-03-312026-04-15

MS MORGAN STANLEY127 shares49.41%2026-03-312026-04-15

GFL GFL ENVIRONMENTAL INC500 shares0.00%2026-03-312026-04-15

AVUS AMERICAN CENTY ETF TR183 shares0.00%2026-03-312026-04-15

Sponsored

EEFT EURONET WORLDWIDE INC300 shares0.00%2026-03-312026-04-15

SOC SABLE OFFSHORE CORP1.2K shares0.00%2026-03-312026-04-15

ASTRAZENECA PLC ASTRAZENECA PLC100 sharesnew addition2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC20 shares-33.33%2026-03-312026-04-15

HSBC HSBC HLDGS PLC233 shares0.00%2026-03-312026-04-15

NKE NIKE INC362 shares0.00%2026-03-312026-04-15

TSCO TRACTOR SUPPLY CO415 shares0.00%2026-03-312026-04-15

SWKS SKYWORKS SOLUTIONS INC351 shares0.00%2026-03-312026-04-15

Sponsored

CORT CORCEPT THERAPEUTICS INC464 shares0.00%2026-03-312026-04-15

SBUX STARBUCKS CORP207 shares0.00%2026-03-312026-04-15

RL RALPH LAUREN CORP53 shares3.92%2026-03-312026-04-15

INCO COLUMBIA ETF TR II330 shares0.00%2026-03-312026-04-15

HRB BLOCK H & R INC570 shares0.00%2026-03-312026-04-15

NVO NOVO-NORDISK A S488 shares0.00%2026-03-312026-04-15

PLMR PALOMAR HLDGS INC150 shares0.00%2026-03-312026-04-15

SHAK SHAKE SHACK INC200 shares0.00%2026-03-312026-04-15

Sponsored

ISHARES GOLD TR ISHARES GOLD TR200 shares0.00%2026-03-312026-04-15

CMG CHIPOTLE MEXICAN GRILL INC550 shares0.00%2026-03-312026-04-15

EOG EOG RES INC120 shares0.00%2026-03-312026-04-15

CNP CENTERPOINT ENERGY INC400 shares0.00%2026-03-312026-04-15

EXEL EXELIXIS INC395 shares0.00%2026-03-312026-04-15

RIG TRANSOCEAN LTD2.5K shares-0.04%2026-03-312026-04-15

IWR ISHARES TR165 sharesnew addition2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC312 shares8.71%2026-03-312026-04-15

Sponsored

FSLR FIRST SOLAR INC79 shares5.33%2026-03-312026-04-15

MPWR MONOLITHIC PWR SYS INC14 shares16.67%2026-03-312026-04-15

PFF ISHARES TR500 shares-7.41%2026-03-312026-04-15

JCI JOHNSON CONTROLS INTERNATION115 shares10.58%2026-03-312026-04-15

RPM RPM INTL INC150 shares0.00%2026-03-312026-04-15

PGR PROGRESSIVE CORP75 shares0.00%2026-03-312026-04-15

ULTA ULTA BEAUTY INC28 shares0.00%2026-03-312026-04-15

BRBR BELLRING BRANDS INC908 shares-35.51%2026-03-312026-04-15

Sponsored

SHOP SHOPIFY INC122 shares0.00%2026-03-312026-04-15

AYI ACUITY INC51 shares0.00%2026-03-312026-04-15

EME EMCOR GROUP INC19 shares0.00%2026-03-312026-04-15

SSNC SS&C TECH HLDGS207 shares0.00%2026-03-312026-04-15

NTRS NORTHERN TR CORP100 shares0.00%2026-03-312026-04-15

BUD ANHEUSER BUSCH INBEV SA NV200 shares-93.34%2026-03-312026-04-15

GEHC GE HEALTHCARE TECHNOLOGIES I189 shares0.00%2026-03-312026-04-15

GLD SPDR GOLD TR31 shares0.00%2026-03-312026-04-15

Sponsored

BK BANK NEW YORK MELLON CORP110 shares-47.62%2026-03-312026-04-15

SSO PROSHARES TR250 sharesnew addition2026-03-312026-04-15

CNK CINEMARK HLDGS INC452 shares0.00%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR413 sharesnew addition2026-03-312026-04-15

CMS CMS ENERGY CORP160 shares0.00%2026-03-312026-04-15

SNEX STONEX GROUP INC150 shares50.00%2026-03-312026-04-15

ARES ARES MANAGEMENT CORPORATION107 shares0.00%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC57 sharesnew addition2026-03-312026-04-15

Sponsored

BANC BANC OF CALIFORNIA INC656 shares0.00%2026-03-312026-04-15

EFA ISHARES TR117 shares39.29%2026-03-312026-04-15

ADI ANALOG DEVICES INC35 shares0.00%2026-03-312026-04-15

VCR VANGUARD WORLD FD30 shares0.00%2026-03-312026-04-15

TXT TEXTRON INC120 shares0.00%2026-03-312026-04-15

TFC TRUIST FINL CORP225 shares0.00%2026-03-312026-04-15

CME CME GROUP INC35 shares0.00%2026-03-312026-04-15

VOOG VANGUARD ADMIRAL FDS INC25 shares0.00%2026-03-312026-04-15

Sponsored

CMCSA COMCAST CORP NEW345 shares0.00%2026-03-312026-04-15

PHM PULTE GROUP INC84 shares6.33%2026-03-312026-04-15

LINE LINEAGE INC300 shares0.00%2026-03-312026-04-15

INTU INTUIT22 shares-67.16%2026-03-312026-04-15

FTRE FORTREA HLDGS INC1.0K shares0.00%2026-03-312026-04-15

FLMX FRANKLIN TEMPLETON ETF TR255 shares0.00%2026-03-312026-04-15

EMBC EMBECTA CORP1.0K shares0.00%2026-03-312026-04-15

PFG PRINCIPAL FINANCIAL GROUP IN100 shares0.00%2026-03-312026-04-15

Sponsored

BWIN THE BALDWIN INSURANCE GRP IN392 shares0.00%2026-03-312026-04-15

MDLZ MONDELEZ INTL INC145 shares0.00%2026-03-312026-04-15

F FORD MTR CO700 shares1.16%2026-03-312026-04-15

FTSM FIRST TR EXCHANGE-TRADED FD133 shares0.00%2026-03-312026-04-15

INOD INNODATA INC200 sharesnew addition2026-03-312026-04-15

NNE NANO NUCLEAR ENERGY INC375 sharesnew addition2026-03-312026-04-15

CPRT COPART INC231 shares0.00%2026-03-312026-04-15

NOC NORTHROP GRUMMAN CORP11 shares10.00%2026-03-312026-04-15

Sponsored

CTAS CINTAS CORP44 shares0.00%2026-03-312026-04-15

FBTC FIDELITY WISE ORIGIN BITCOIN125 shares0.00%2026-03-312026-04-15

MMC MARSH & MCLENNAN COS INC42 shares0.00%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO23 shares0.00%2026-03-312026-04-15

PRU PRUDENTIAL FINL INC71 shares0.00%2026-03-312026-04-15

PBR PETROLEO BRASILEIRO S A327 shares0.00%2026-03-312026-04-15

AZO AUTOZONE INC2 shares0.00%2026-03-312026-04-15

GWW WW GRAINGER INC6 shares0.00%2026-03-312026-04-15

Sponsored

FETH FIDELITY ETHEREUM FD300 shares0.00%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC106 shares0.00%2026-03-312026-04-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET197 shares0.00%2026-03-312026-04-15

EQT CORP EQT CORP89 shares0.00%2026-03-312026-04-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC26 shares0.00%2026-03-312026-04-15

IUSV ISHARES TR53 shares0.00%2026-03-312026-04-15

RSG REPUBLIC SVCS INC24 shares0.00%2026-03-312026-04-15

MRNA MODERNA INC100 shares0.00%2026-03-312026-04-15

Sponsored

KEMX KRANESHARES TRUST121 shares0.00%2026-03-312026-04-15

MNKD MANNKIND CORP2.0K shares0.00%2026-03-312026-04-15

DAL DELTA AIR LINES INC73 shares46.00%2026-03-312026-04-15

WAB WABTEC19 shares18.75%2026-03-312026-04-15

RDDT REDDIT INC35 shares0.00%2026-03-312026-04-15

MPC MARATHON PETE CORP19 sharesnew addition2026-03-312026-04-15

WDC WESTERN DIGITAL CORP16 sharesnew addition2026-03-312026-04-15

VLO VALERO ENERGY CORP17 sharesnew addition2026-03-312026-04-15

Sponsored

VLUE ISHARES TR28 shares0.00%2026-03-312026-04-15

RBLX ROBLOX CORP70 shares0.00%2026-03-312026-04-15

ESML ISHARES TR79 sharesnew addition2026-03-312026-04-15

FDX FEDEX CORP10 shares0.00%2026-03-312026-04-15

SOFI SOFI TECHNOLOGIES INC197 sharesnew addition2026-03-312026-04-15

IXUS ISHARES TR36 sharesnew addition2026-03-312026-04-15

XLY SELECT SECTOR SPDR TR28 shares0.00%2026-03-312026-04-15

PLD PROLOGIS INC.23 sharesnew addition2026-03-312026-04-15

Sponsored

PENN PENN ENTERTAINMENT INC200 shares0.00%2026-03-312026-04-15

EQIX EQUINIX INC3 shares-76.92%2026-03-312026-04-15

ROP ROPER TECHNOLOGIES INC8 shares0.00%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR57 shares0.00%2026-03-312026-04-15

CMI CUMMINS INC5 sharesnew addition2026-03-312026-04-15

QUAL ISHARES TR14 shares0.00%2026-03-312026-04-15

XLB SELECT SECTOR SPDR TR52 shares0.00%2026-03-312026-04-15

CCB COASTAL FINL CORP WA33 shares0.00%2026-03-312026-04-15

Sponsored

RCL ROYAL CARIBBEAN GROUP9 sharesnew addition2026-03-312026-04-15

ACM AECOM28 shares0.00%2026-03-312026-04-15

KEYS KEYSIGHT TECHNOLOGIES INC8 sharesnew addition2026-03-312026-04-15

EXC EXELON CORP46 shares0.00%2026-03-312026-04-15

BIIB BIOGEN INC12 shares140.00%2026-03-312026-04-15

CASY CASEYS GEN STORES INC3 shares0.00%2026-03-312026-04-15

ADSK AUTODESK INC9 shares-79.07%2026-03-312026-04-15

THE CIGNA GROUP THE CIGNA GROUP8 shares0.00%2026-03-312026-04-15

Sponsored

XLK SELECT SECTOR SPDR TR16 sharesnew addition2026-03-312026-04-15

UNILEVER PLC UNILEVER PLC37 shares0.00%2026-03-312026-04-15

AMH AMERICAN HOMES 4 RENT73 shares0.00%2026-03-312026-04-15

BA BOEING CO10 sharesnew addition2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC20 shares0.00%2026-03-312026-04-15

CIEN CIENA CORP5 sharesnew addition2026-03-312026-04-15

HWM HOWMET AEROSPACE INC8 sharesnew addition2026-03-312026-04-15

TLH ISHARES TR17 sharesnew addition2026-03-312026-04-15

Sponsored

DELL DELL TECHNOLOGIES INC10 shares0.00%2026-03-312026-04-15

MTSI MACOM TECH SOLUTIONS HLDGS I7 sharesnew addition2026-03-312026-04-15

GIS GENERAL MILLS INC41 sharesnew addition2026-03-312026-04-15

VRT VERTIV HOLDINGS CO6 sharesnew addition2026-03-312026-04-15

SCI SERVICE CORP INTL18 shares0.00%2026-03-312026-04-15

JVAL J P MORGAN EXCHANGE TRADED F30 shares0.00%2026-03-312026-04-15

MMM 3M CO10 sharesnew addition2026-03-312026-04-15

COHERENT CORP COHERENT CORP6 sharesnew addition2026-03-312026-04-15

Sponsored

SHEL SHELL PLC15 shares0.00%2026-03-312026-04-15

STT STATE STR CORP11 sharesnew addition2026-03-312026-04-15

FANG DIAMONDBACK ENERGY INC7 shares0.00%2026-03-312026-04-15

FIX COMFORT SYS USA INC1 sharesnew addition2026-03-312026-04-15

FLEX FLEXTRONICS INTL LTD21 shares-85.11%2026-03-312026-04-15

SLAB SILICON LABORATORIES INC6 sharesnew addition2026-03-312026-04-15

TKR TIMKEN CO12 shares0.00%2026-03-312026-04-15

BSX BOSTON SCIENTIFIC CORP19 shares0.00%2026-03-312026-04-15

Sponsored

TDG TRANSDIGM GROUP INC1 shares0.00%2026-03-312026-04-15

MKSI MKS INC.5 sharesnew addition2026-03-312026-04-15

EXPD EXPEDITORS INTL WASH INC8 sharesnew addition2026-03-312026-04-15

NIO NIO INC190 shares8.57%2026-03-312026-04-15

BHF BRIGHTHOUSE FINL INC18 shares0.00%2026-03-312026-04-15

WBD WARNER BROS DISCOVERY INC39 sharesnew addition2026-03-312026-04-15

JBL JABIL INC4 sharesnew addition2026-03-312026-04-15

CCL CARNIVAL CORP40 sharesnew addition2026-03-312026-04-15

Sponsored

JHG JANUS HENDERSON GROUP PLC20 sharesnew addition2026-03-312026-04-15

ONON ON HLDG AG30 shares0.00%2026-03-312026-04-15

AGG ISHARES TR10 sharesnew addition2026-03-312026-04-15

SYK STRYKER CORPORATION3 shares0.00%2026-03-312026-04-15

MAR MARRIOTT INTL INC NEW3 sharesnew addition2026-03-312026-04-15

PJT PJT PARTNERS INC7 shares0.00%2026-03-312026-04-15

SLQT SELECTQUOTE INC1.5K shares0.00%2026-03-312026-04-15

CRUS CIRRUS LOGIC INC6 sharesnew addition2026-03-312026-04-15

Sponsored

CFFN CAPITOL FED FINL INC120 shares-88.00%2026-03-312026-04-15

DOV DOVER CORP4 sharesnew addition2026-03-312026-04-15

IR INGERSOLL RAND INC10 shares0.00%2026-03-312026-04-15

QRVO QORVO INC10 sharesnew addition2026-03-312026-04-15

PSTG EVERPURE INC13 sharesnew addition2026-03-312026-04-15

LULU LULULEMON ATHLETICA INC5 shares0.00%2026-03-312026-04-15

STZ CONSTELLATION BRANDS INC5 shares0.00%2026-03-312026-04-15

SF STIFEL FINL CORP10 sharesnew addition2026-03-312026-04-15

Sponsored

ROK ROCKWELL AUTOMATION INC2 sharesnew addition2026-03-312026-04-15

NVT NVENT ELEC PLC6 sharesnew addition2026-03-312026-04-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC6 sharesnew addition2026-03-312026-04-15

CBRE CBRE GROUP INC5 sharesnew addition2026-03-312026-04-15

ODD ODDITY TECH LTD50 shares0.00%2026-03-312026-04-15

NBIX NEUROCRINE BIOSCIENCES INC5 shares0.00%2026-03-312026-04-15

OXY OCCIDENTAL PETE CORP10 shares0.00%2026-03-312026-04-15

SYNA SYNAPTICS INC9 sharesnew addition2026-03-312026-04-15

Sponsored

MTB M & T BK CORP3 sharesnew addition2026-03-312026-04-15

INGM INGRAM MICRO HLDG CORP26 sharesnew addition2026-03-312026-04-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6 sharesnew addition2026-03-312026-04-15

IDXX IDEXX LABS INC1 sharesnew addition2026-03-312026-04-15

ALPHABET INC

-1.52%

Shares239.9K

Event2026-03-31

Filed2026-04-15

AVDE

AMERICAN CENTY ETF TR

1.38%

Shares767.5K

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC

-1.59%

Shares437.5K

Event2026-03-31

Filed2026-04-15

JANUS DETROIT STR TR

4.06%

Shares1.1M

Event2026-03-31

Filed2026-04-15

SHY

ISHARES TR

3.20%

Shares717.2K

Event2026-03-31

Filed2026-04-15

JAAA

JANUS DETROIT STR TR

3.92%

Shares1.1M

Event2026-03-31

Filed2026-04-15

AVEM

AMERICAN CENTY ETF TR

1.05%

Shares671.4K

Event2026-03-31

Filed2026-04-15

GILD

GILEAD SCIENCES INC

-0.68%

Shares347.4K

Event2026-03-31

Filed2026-04-15

URI

UNITED RENTALS INC

0.29%

Shares58.6K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

-0.12%

Shares194.1K

Event2026-03-31

Filed2026-04-15

PSQO

PALMER SQUARE FUNDS TR

6.21%

Shares2.0M

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

0.00%

Shares68.0K

Event2026-03-31

Filed2026-04-15

LDOS

LEIDOS HOLDINGS INC

-1.09%

Shares257.1K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

-1.42%

Shares514.4K

Event2026-03-31

Filed2026-04-15

BBBI

BONDBLOXX ETF TRUST

2.49%

Shares770.8K

Event2026-03-31

Filed2026-04-15

FITB

FIFTH THIRD BANCORP

-0.79%

Shares837.3K

Event2026-03-31

Filed2026-04-15

AVIV

AMERICAN CENTY ETF TR

2.24%

Shares499.1K

Event2026-03-31

Filed2026-04-15

UTHR

UNITED THERAPEUTICS CORP DEL

-1.73%

Shares62.4K

Event2026-03-31

Filed2026-04-15

JSI

JANUS DETROIT STR TR

2.22%

Shares699.3K

Event2026-03-31

Filed2026-04-15

AMP

AMERIPRISE FINL INC

0.37%

Shares77.3K

Event2026-03-31

Filed2026-04-15

DHI

D R HORTON INC

0.16%

Shares238.2K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

1.45%

Shares127.4K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-2.80%

Shares259.5K

Event2026-03-31

Filed2026-04-15

REGN

REGENERON PHARMACEUTICALS

-0.28%

Shares41.7K

Event2026-03-31

Filed2026-04-15

MELI

MERCADOLIBRE INC

6.56%

Shares18.4K

Event2026-03-31

Filed2026-04-15

GNRC

GENERAC HLDGS INC

0.50%

Shares158.7K

Event2026-03-31

Filed2026-04-15

MASTERCARD INCORPORATED

0.99%

Shares60.4K

Event2026-03-31

Filed2026-04-15

TPYP

TORTOISE CAPITAL SERIES TRUS

0.37%

Shares667.1K

Event2026-03-31

Filed2026-04-15

GOLDMAN SACHS GROUP INC

1.10%

Shares33.4K

Event2026-03-31

Filed2026-04-15

AVDV

AMERICAN CENTY ETF TR

2.83%

Shares272.5K

Event2026-03-31

Filed2026-04-15

TMO

THERMO FISHER SCIENTIFIC INC

0.23%

Shares54.3K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

0.51%

Shares151.0K

Event2026-03-31

Filed2026-04-15

VRTX

VERTEX PHARMACEUTICALS INC

0.65%

Shares55.8K

Event2026-03-31

Filed2026-04-15

LHX

L3HARRIS TECHNOLOGIES INC

-0.47%

Shares63.7K

Event2026-03-31

Filed2026-04-15

GRMN

GARMIN LTD

-0.20%

Shares92.8K

Event2026-03-31

Filed2026-04-15

IBTI

ISHARES TR

2.09%

Shares943.4K

Event2026-03-31

Filed2026-04-15

IBTJ

ISHARES TR

1.90%

Shares945.0K

Event2026-03-31

Filed2026-04-15

XBB

BONDBLOXX ETF TRUST

2.83%

Shares500.0K

Event2026-03-31

Filed2026-04-15

NOK

NOKIA CORP

New

Shares2.5M

Event2026-03-31

Filed2026-04-15

SHYG

ISHARES TR

1.73%

Shares457.7K

Event2026-03-31

Filed2026-04-15

CDW

CDW CORP

0.63%

Shares159.1K

Event2026-03-31

Filed2026-04-15

ON SEMICONDUCTOR CORP

1.01%

Shares306.8K

Event2026-03-31

Filed2026-04-15

IGSB

ISHARES TR

2.38%

Shares357.2K

Event2026-03-31

Filed2026-04-15

LOW

LOWES COS INC

0.69%

Shares70.2K

Event2026-03-31

Filed2026-04-15

UBER

UBER TECHNOLOGIES INC

2.42%

Shares182.0K

Event2026-03-31

Filed2026-04-15

BABA

ALIBABA GROUP HLDG LTD

50385.93%

Shares100.5K

Event2026-03-31

Filed2026-04-15

GSIE

GOLDMAN SACHS ETF TR

-3.51%

Shares260.2K

Event2026-03-31

Filed2026-04-15

IMTM

ISHARES TR

-3.10%

Shares228.7K

Event2026-03-31

Filed2026-04-15

HLI

HOULIHAN LOKEY INC

3.30%

Shares72.3K

Event2026-03-31

Filed2026-04-15

VSLU

ETF OPPORTUNITIES TRUST

-3.81%

Shares204.5K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.51%

Shares24.6K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

-16.68%

Shares35.2K

Event2026-03-31

Filed2026-04-15

CENTRAL BANCOMPANY

-4.41%

Shares282.1K

Event2026-03-31

Filed2026-04-15

JKHY

HENRY JACK & ASSOC INC

-0.73%

Shares40.3K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

-1.84%

Shares24.7K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

-0.63%

Shares17.7K

Event2026-03-31

Filed2026-04-15

FIRST TR EXCHANGE TRADED FD

-12.24%

Shares80.7K

Event2026-03-31

Filed2026-04-15

GBIL

GOLDMAN SACHS ETF TR

15.19%

Shares38.9K

Event2026-03-31

Filed2026-04-15

KMB

KIMBERLY-CLARK CORP

-3.60%

Shares40.2K

Event2026-03-31

Filed2026-04-15

CBSH

COMMERCE BANCSHARES INC

-0.68%

Shares71.8K

Event2026-03-31

Filed2026-04-15

BDX

BECTON DICKINSON & CO

-6.28%

Shares21.1K

Event2026-03-31

Filed2026-04-15

ETF OPPORTUNITIES TRUST

New

Shares123.2K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

-0.61%

Shares20.4K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

0.32%

Shares16.8K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

0.16%

Shares8.9K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

-0.74%

Shares13.3K

Event2026-03-31

Filed2026-04-15

COLGATE PALMOLIVE CO

0.00%

Shares26.2K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

-2.02%

Shares13.3K

Event2026-03-31

Filed2026-04-15

PARKER-HANNIFIN CORP

0.22%

Shares2.3K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

15.74%

Shares5.4K

Event2026-03-31

Filed2026-04-15

AMGN

AMGEN INC

-9.27%

Shares5.6K

Event2026-03-31

Filed2026-04-15

GEM

GOLDMAN SACHS ETF TR

-3.77%

Shares44.9K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-0.22%

Shares9.2K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-3.50%

Shares3.9K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

0.08%

Shares2.6K

Event2026-03-31

Filed2026-04-15

IBTK

ISHARES TR

-0.77%

Shares90.3K

Event2026-03-31

Filed2026-04-15

IEI

ISHARES TR

-15.34%

Shares13.9K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-6.50%

Shares2.5K

Event2026-03-31

Filed2026-04-15

LMBS

FIRST TR EXCHANGE-TRADED FD

-3.73%

Shares29.7K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-15

UMBF

UMB FINL CORP

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-15

PAYX

PAYCHEX INC

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-15

HTH

HILLTOP HLDGS INC

0.00%

Shares33.1K

Event2026-03-31

Filed2026-04-15

ITOT

ISHARES TR

0.12%

Shares8.1K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-2.82%

Shares1.7K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

-0.37%

Shares5.1K

Event2026-03-31

Filed2026-04-15

HIW

HIGHWOODS PPTYS INC

0.00%

Shares48.0K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

0.10%

Shares4.2K

Event2026-03-31

Filed2026-04-15

JMBS

JANUS DETROIT STR TR

-0.33%

Shares22.6K

Event2026-03-31

Filed2026-04-15

DEERE & CO

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-15

IRM

IRON MTN INC DEL

0.13%

Shares9.5K

Event2026-03-31

Filed2026-04-15

PNC

PNC FINL SVCS GROUP INC

0.26%

Shares4.6K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

1.33%

Shares3.0K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

-1.04%

Shares9.5K

Event2026-03-31

Filed2026-04-15

GHYB

GOLDMAN SACHS ETF TR

-1.26%

Shares18.9K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

-3.07%

Shares11.1K

Event2026-03-31

Filed2026-04-15

WAT

WATERS CORP

New

Shares2.8K

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

New

Shares2.2K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

1.74%

Shares2.0K

Event2026-03-31

Filed2026-04-15

PHILIP MORRIS INTL INC

-3.31%

Shares4.4K

Event2026-03-31

Filed2026-04-15

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-15

BMY

BRISTOL-MYERS SQUIBB CO

0.20%

Shares11.8K

Event2026-03-31

Filed2026-04-15

ADP

AUTOMATIC DATA PROCESSING IN

-11.46%

Shares3.5K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-15

WASTE MGMT INC DEL

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-15

QCOM

QUALCOMM INC

-1.52%

Shares4.9K

Event2026-03-31

Filed2026-04-15

USB

US BANCORP

-5.60%

Shares11.8K

Event2026-03-31

Filed2026-04-15

TJX

TJX COS INC NEW

46.34%

Shares3.6K

Event2026-03-31

Filed2026-04-15

EMR

EMERSON ELEC CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-15

ARISTA NETWORKS INC

-4.29%

Shares4.5K

Event2026-03-31

Filed2026-04-15

GSST

GOLDMAN SACHS ETF TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-15