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The Analysis of Avidian Wealth Enterprises, LLC's Holdings & P&L

Currently, Avidian Wealth Enterprises, LLC holds 662 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in IVV (+46.1K shares, valued at $30.1M), VEA (+468.7K shares, valued at $30.0M), IJH (+391.5K shares, valued at $26.4M); decreased their positions in NVDA (-169.2K shares, valued at $29.5M), IJR (-132.6K shares, valued at $16.5M), NE (-234.7K shares, valued at $11.5M); initiated new positions in DON (+231.2K shares, valued at $12.1M), HELO (+169.9K shares, valued at $10.9M), AVIV (+82.1K shares, valued at $6.1M).

1M P&L

-62.3M-1.87%

3M P&L

-162.8M-4.76%

HY P&L

+20.5M+0.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.3B

77.4%

2Semiconductors97.8M

3.3%

3Oil & Gas Drilling64.6M

2.2%

Top Industries by Stock Count

1N/A328 stocks

53.1%

2Software - Application12 stocks

1.9%

3Oil & Gas Midstream11 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR678.6K shares7.30%2026-03-312026-05-07

IEFA ISHARES TR1.7M shares-4.13%2026-03-312026-05-07

IJH ISHARES TR1.5M shares36.61%2026-03-312026-05-07

USIG ISHARES TR1.7M shares10.75%2026-03-312026-05-07

NVDA NVIDIA CORPORATION480.3K shares-26.06%2026-03-312026-05-07

EMXC ISHARES INC1.1M shares9.28%2026-03-312026-05-07

SPYM SPDR SERIES TRUST1.1M shares1.61%2026-03-312026-05-07

MBB ISHARES TR804.3K shares8.22%2026-03-312026-05-07

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NE NOBLE CORP PLC1.3M shares-15.28%2026-03-312026-05-07

SCHR SCHWAB STRATEGIC TR2.4M shares9.52%2026-03-312026-05-07

JQUA J P MORGAN EXCHANGE TRADED F950.2K shares27.95%2026-03-312026-05-07

JVAL J P MORGAN EXCHANGE TRADED F1.2M shares14.28%2026-03-312026-05-07

IWF ISHARES TR124.0K shares0.42%2026-03-312026-05-07

AAPL APPLE INC204.9K shares20.26%2026-03-312026-05-07

IUSB ISHARES TR1.1M shares6.87%2026-03-312026-05-07

XOM EXXON MOBIL CORP234.9K shares15.77%2026-03-312026-05-07

Sponsored

SCMB SCHWAB STRATEGIC TR1.5M shares-0.60%2026-03-312026-05-07

JCPB J P MORGAN EXCHANGE TRADED F772.0K shares10.10%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS567.2K shares475.89%2026-03-312026-05-07

VTEB VANGUARD MUN BD FDS705.7K shares93.75%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS54.3K shares5.17%2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR1.3M shares-9.59%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T41.7K shares8.54%2026-03-312026-05-07

MSFT MICROSOFT CORP67.6K shares48.79%2026-03-312026-05-07

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JMUB J P MORGAN EXCHANGE TRADED F476.7K shares11.64%2026-03-312026-05-07

SPHD INVESCO EXCH TRADED FD TR II469.0K shares0.86%2026-03-312026-05-07

FENI FIDELITY COVINGTON TRUST624.2K shares22.12%2026-03-312026-05-07

IJR ISHARES TR174.9K shares-43.13%2026-03-312026-05-07

IGIB ISHARES TR405.8K shares4.07%2026-03-312026-05-07

AMZN AMAZON COM INC101.1K shares20.78%2026-03-312026-05-07

BROADCOM INC BROADCOM INC60.3K shares125.31%2026-03-312026-05-07

IWR ISHARES TR170.4K shares1.13%2026-03-312026-05-07

Sponsored

ALPHABET INC ALPHABET INC55.4K shares38.41%2026-03-312026-05-07

SCHO SCHWAB STRATEGIC TR637.8K shares7.74%2026-03-312026-05-07

CVX CHEVRON CORPORATION72.3K shares42.63%2026-03-312026-05-07

IEMG ISHARES INC205.0K shares-14.81%2026-03-312026-05-07

EFA ISHARES TR146.9K shares138.71%2026-03-312026-05-07

TBIL RBB FD INC285.8K shares-4.45%2026-03-312026-05-07

FPE FIRST TR EXCH TRADED FD III784.3K shares3.64%2026-03-312026-05-07

ITM VANECK ETF TRUST291.8K shares-9.89%2026-03-312026-05-07

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VO VANGUARD INDEX FDS47.2K shares-1.61%2026-03-312026-05-07

JMST J P MORGAN EXCHANGE TRADED F246.2K shares-0.56%2026-03-312026-05-07

DON WISDOMTREE TR231.2K sharesnew addition2026-03-312026-05-07

META META PLATFORMS INC20.8K shares31.98%2026-03-312026-05-07

IWD ISHARES TR55.8K shares-0.50%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO40.5K shares95.53%2026-03-312026-05-07

DGRW WISDOMTREE TR135.3K shares5.40%2026-03-312026-05-07

PZA INVESCO EXCH TRADED FD TR II485.0K shares-0.37%2026-03-312026-05-07

Sponsored

SPMO INVESCO EXCH TRADED FD TR II97.0K shares370.53%2026-03-312026-05-07

HELO J P MORGAN EXCHANGE TRADED F169.9K sharesnew addition2026-03-312026-05-07

SCHX SCHWAB STRATEGIC TR423.1K shares0.22%2026-03-312026-05-07

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F154.9K shares-27.44%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL21.1K shares4.93%2026-03-312026-05-07

ALPHABET INC ALPHABET INC34.4K shares31.64%2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP45.8K shares674.60%2026-03-312026-05-07

IVE ISHARES TR46.3K shares-5.44%2026-03-312026-05-07

Sponsored

HEFA ISHARES TR221.5K shares0.04%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON37.9K shares85.96%2026-03-312026-05-07

VLUE ISHARES TR65.1K shares-55.40%2026-03-312026-05-07

SPSM SPDR SERIES TRUST190.6K shares0.10%2026-03-312026-05-07

TQQQ PROSHARES TR217.0K shares22.60%2026-03-312026-05-07

FVAL FIDELITY COVINGTON TRUST126.8K shares4165.95%2026-03-312026-05-07

RDVY FIRST TR EXCHANGE TRADED FD125.1K shares-6.33%2026-03-312026-05-07

RTX RTX CORPORATION43.3K shares210.20%2026-03-312026-05-07

Sponsored

TFI SPDR SERIES TRUST182.2K shares-13.43%2026-03-312026-05-07

DGRO ISHARES TR114.1K shares-3.42%2026-03-312026-05-07

DOL WISDOMTREE TR110.9K shares-8.92%2026-03-312026-05-07

VUG VANGUARD INDEX FDS17.2K shares19.27%2026-03-312026-05-07

SPTL SPDR SERIES TRUST285.7K shares10.23%2026-03-312026-05-07

LLY ELI LILLY & CO8.0K shares41.46%2026-03-312026-05-07

VEU VANGUARD INTL EQUITY INDEX F97.6K shares-0.83%2026-03-312026-05-07

ABBV ABBVIE INC33.5K shares82.23%2026-03-312026-05-07

Sponsored

IWM ISHARES TR29.2K shares-2.07%2026-03-312026-05-07

RWO SPDR INDEX SHS FDS151.7K shares1.42%2026-03-312026-05-07

NOBL PROSHARES TR65.0K shares2.14%2026-03-312026-05-07

TSLA TESLA INC18.0K shares24.44%2026-03-312026-05-07

WMT WALMART INC53.3K shares14.67%2026-03-312026-05-07

IWO ISHARES TR20.4K shares4.91%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR10.9K shares78.92%2026-03-312026-05-07

AVIV AMERICAN CENTY ETF TR82.1K sharesnew addition2026-03-312026-05-07

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T128.7K shares2495.04%2026-03-312026-05-07

JPST J P MORGAN EXCHANGE TRADED F119.1K shares244.89%2026-03-312026-05-07

INDA ISHARES TR127.6K shares10.50%2026-03-312026-05-07

AGG ISHARES TR57.6K shares0.82%2026-03-312026-05-07

CSCO CISCO SYS INC71.3K shares159.42%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR175.4K shares2.94%2026-03-312026-05-07

VTV VANGUARD INDEX FDS27.4K shares38.36%2026-03-312026-05-07

HYMB SPDR SERIES TRUST215.7K shares17.73%2026-03-312026-05-07

Sponsored

VBR VANGUARD INDEX FDS24.5K shares6.00%2026-03-312026-05-07

DFIV DIMENSIONAL ETF TRUST98.3K shares14.70%2026-03-312026-05-07

CMI CUMMINS INC9.6K shares1032.35%2026-03-312026-05-07

KMI KINDER MORGAN INC DEL151.8K shares205.83%2026-03-312026-05-07

V VISA INC16.7K shares89.71%2026-03-312026-05-07

PEP PEPSICO INC32.4K shares89.08%2026-03-312026-05-07

AMGN AMGEN INC14.1K shares125.06%2026-03-312026-05-07

BGIG ETF SER SOLUTIONS146.8K shares-1.30%2026-03-312026-05-07

Sponsored

MCD MCDONALDS CORP15.6K shares107.89%2026-03-312026-05-07

NVDY TIDAL TRUST II369.0K shares40.78%2026-03-312026-05-07

IVW ISHARES TR42.0K shares0.50%2026-03-312026-05-07

GLD SPDR GOLD TR11.0K shares6.08%2026-03-312026-05-07

MGK VANGUARD WORLD FD12.9K shares-0.15%2026-03-312026-05-07

IYW ISHARES TR26.0K shares-0.51%2026-03-312026-05-07

IWB ISHARES TR13.0K shares2.75%2026-03-312026-05-07

SGOV ISHARES TR45.8K shares29.34%2026-03-312026-05-07

Sponsored

DYNF BLACKROCK ETF TRUST78.4K shares-20.15%2026-03-312026-05-07

HD HOME DEPOT INC13.7K shares1.17%2026-03-312026-05-07

BAC BANK AMERICA CORP91.8K shares168.30%2026-03-312026-05-07

VGT VANGUARD WORLD FD6.3K shares-2.28%2026-03-312026-05-07

QUAL ISHARES TR22.9K shares-7.03%2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC38.4K shares400.47%2026-03-312026-05-07

WMB WILLIAMS COS INC58.7K shares266.01%2026-03-312026-05-07

WSM WILLIAMS SONOMA INC23.2K sharesnew addition2026-03-312026-05-07

Sponsored

BLACKROCK INC BLACKROCK INC4.3K shares376.33%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP6.8K shares228.89%2026-03-312026-05-07

VTI VANGUARD INDEX FDS12.6K shares59.85%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC24.3K shares409.98%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION4.0K shares81.79%2026-03-312026-05-07

DFLV DIMENSIONAL ETF TRUST110.1K shares95.13%2026-03-312026-05-07

NEE NEXTERA ENERGY INC41.0K shares253.27%2026-03-312026-05-07

MS MORGAN STANLEY22.7K shares100.17%2026-03-312026-05-07

Sponsored

HON HONEYWELL INTL INC16.4K shares160.44%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC30.8K shares94.29%2026-03-312026-05-07

CAT CATERPILLAR INC5.2K shares19.71%2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW28.0K shares313.58%2026-03-312026-05-07

USFR WISDOMTREE TR72.2K shares1.39%2026-03-312026-05-07

SUB ISHARES TR33.0K shares0.40%2026-03-312026-05-07

MA MASTERCARD INCORPORATED7.0K shares152.41%2026-03-312026-05-07

QCOM QUALCOMM INC27.0K shares263.13%2026-03-312026-05-07

Sponsored

DHS WISDOMTREE TR31.4K sharesnew addition2026-03-312026-05-07

HYD VANECK ETF TRUST68.1K shares6.34%2026-03-312026-05-07

MPC MARATHON PETE CORP14.0K shares-0.93%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC23.1K shares4.45%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC10.0K shares19.74%2026-03-312026-05-07

JEPQ J P MORGAN EXCHANGE TRADED F57.7K shares16.66%2026-03-312026-05-07

MEDTRONIC PLC MEDTRONIC PLC36.8K shares148.05%2026-03-312026-05-07

SCHG SCHWAB STRATEGIC TR106.1K shares57.89%2026-03-312026-05-07

Sponsored

EFV ISHARES TR41.1K shares-25.28%2026-03-312026-05-07

DG DOLLAR GEN CORP25.3K sharesnew addition2026-03-312026-05-07

GSLC GOLDMAN SACHS ETF TR23.5K shares-16.38%2026-03-312026-05-07

IJS ISHARES TR24.5K shares-3.55%2026-03-312026-05-07

IGSB ISHARES TR55.2K shares42.62%2026-03-312026-05-07

ALPS ETF TR ALPS ETF TR52.9K shares8.62%2026-03-312026-05-07

VCSH VANGUARD SCOTTSDALE FDS35.0K shares3.96%2026-03-312026-05-07

TJX TJX COS INC NEW17.4K shares143.77%2026-03-312026-05-07

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD53.4K shares-4.95%2026-03-312026-05-07

COP CONOCOPHILLIPS20.6K shares0.45%2026-03-312026-05-07

KO COCA COLA CO35.5K shares7.62%2026-03-312026-05-07

EPD ENTERPRISE PRODS PARTNERS L71.4K shares6.80%2026-03-312026-05-07

IYE ISHARES TR41.6K shares-3.56%2026-03-312026-05-07

MUB ISHARES TR25.2K shares-36.05%2026-03-312026-05-07

PG PROCTER & GAMBLE CO18.5K shares10.74%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC52.8K shares265.33%2026-03-312026-05-07

Sponsored

ABT ABBOTT LABORATORIES25.7K shares162.49%2026-03-312026-05-07

NSC NORFOLK SOUTHN CORP9.1K sharesnew addition2026-03-312026-05-07

ICSH ISHARES TR51.6K shares7.18%2026-03-312026-05-07

FNDX SCHWAB STRATEGIC TR93.5K shares-2.01%2026-03-312026-05-07

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.6K shares115.79%2026-03-312026-05-07

VUSB VANGUARD BD INDEX FDS51.4K shares5.98%2026-03-312026-05-07

PAGP PLAINS GP HLDGS L P104.5K shares313.48%2026-03-312026-05-07

VYM VANGUARD WHITEHALL FDS16.7K shares17.54%2026-03-312026-05-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS10.2K shares20.35%2026-03-312026-05-07

SDY SPDR SERIES TRUST16.9K shares746.64%2026-03-312026-05-07

VIGI VANGUARD WHITEHALL FDS27.8K shares0.43%2026-03-312026-05-07

QQQM INVESCO EXCH TRADED FD TR II10.3K shares30.12%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC12.0K shares95.30%2026-03-312026-05-07

ACWI ISHARES TR17.6K shares0.06%2026-03-312026-05-07

ORCL ORACLE CORP16.5K shares56.27%2026-03-312026-05-07

JEPI J P MORGAN EXCHANGE TRADED F42.8K shares30.68%2026-03-312026-05-07

Sponsored

NFLX NETFLIX INC.24.7K shares15.63%2026-03-312026-05-07

BXSL BLACKSTONE SECD LENDING FD99.9K shares71.25%2026-03-312026-05-07

UPS UNITED PARCEL SVCS INC23.8K shares82.20%2026-03-312026-05-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.8K shares388.69%2026-03-312026-05-07

LNG CHENIERE ENERGY INC8.2K shares288.68%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC6.5K shares32.48%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC14.5K shares209.79%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F42.5K shares-10.87%2026-03-312026-05-07

Sponsored

T AT&T INC78.5K shares5.58%2026-03-312026-05-07

MET METLIFE INC31.7K shares719.10%2026-03-312026-05-07

SHEL SHELL PLC23.7K shares2.27%2026-03-312026-05-07

SCHA SCHWAB STRATEGIC TR74.8K shares-4.22%2026-03-312026-05-07

PFE PFIZER INC75.4K shares218.38%2026-03-312026-05-07

EEM ISHARES TR37.1K shares77.38%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP INC7.7K shares118.70%2026-03-312026-05-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.3K shares28.00%2026-03-312026-05-07

Sponsored

IWV ISHARES TR5.6K shares11.40%2026-03-312026-05-07

BSV VANGUARD BD INDEX FDS26.1K shares34.58%2026-03-312026-05-07

PSX PHILLIPS 6611.2K shares21.69%2026-03-312026-05-07

ET ENERGY TRANSFER L P105.5K shares-0.29%2026-03-312026-05-07

BAI BLACKROCK ETF TRUST61.6K shares0.47%2026-03-312026-05-07

DBEF DBX ETF TR40.8K shares57.52%2026-03-312026-05-07

VLO VALERO ENERGY CORP8.1K shares0.22%2026-03-312026-05-07

ASML ASML HLDG NV1.5K shares42.11%2026-03-312026-05-07

Sponsored

IBIT ISHARES BITCOIN TRUST ETF51.8K shares-5.09%2026-03-312026-05-07

GE AEROSPACE GE AEROSPACE7.0K shares115.33%2026-03-312026-05-07

DFAI DIMENSIONAL ETF TRUST50.1K shares-0.03%2026-03-312026-05-07

XLK SELECT SECTOR SPDR TR14.7K shares2.29%2026-03-312026-05-07

GILD GILEAD SCIENCES INC13.9K shares25.40%2026-03-312026-05-07

SCHZ SCHWAB STRATEGIC TR81.5K shares-7.48%2026-03-312026-05-07

UNP UNION PAC CORP7.8K shares147.76%2026-03-312026-05-07

AWK AMERICAN WTR WKS CO INC NEW13.9K shares198.43%2026-03-312026-05-07

Sponsored

TMFC RBB FD INC28.4K shares0.00%2026-03-312026-05-07

ESGU ISHARES TR13.2K shares-0.40%2026-03-312026-05-07

THRO BLACKROCK ETF TRUST50.9K shares1.47%2026-03-312026-05-07

VXUS VANGUARD STAR FDS23.8K shares49.18%2026-03-312026-05-07

FBND FIDELITY MERRIMACK STR TR39.9K shares21.14%2026-03-312026-05-07

AMT AMERICAN TOWER CORP10.5K sharesnew addition2026-03-312026-05-07

SMH VANECK ETF TRUST4.7K shares-0.42%2026-03-312026-05-07

XLY SELECT SECTOR SPDR TR16.5K shares3.52%2026-03-312026-05-07

Sponsored

DIS DISNEY WALT CO18.7K shares23.77%2026-03-312026-05-07

EMR EMERSON ELEC CO13.6K shares305.20%2026-03-312026-05-07

CME CME GROUP INC6.0K shares214.81%2026-03-312026-05-07

APD AIR PRODUCTS AND CHEMICALS I6.0K sharesnew addition2026-03-312026-05-07

SYK STRYKER CORPORATION5.3K shares87.25%2026-03-312026-05-07

IFRA ISHARES TR30.5K shares-4.97%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.1K shares3.04%2026-03-312026-05-07

BLACKSTONE INC BLACKSTONE INC15.0K shares-1.31%2026-03-312026-05-07

Sponsored

MU MICRON TECHNOLOGY INC5.1K shares91.13%2026-03-312026-05-07

IDV ISHARES TR40.1K sharesnew addition2026-03-312026-05-07

LOW LOWES COS INC7.2K shares151.35%2026-03-312026-05-07

CTVA CORTEVA INC20.2K shares460.92%2026-03-312026-05-07

GSIE GOLDMAN SACHS ETF TR38.9K shares-27.69%2026-03-312026-05-07

LINDE PLC LINDE PLC3.3K shares-2.40%2026-03-312026-05-07

TFC TRUIST FINL CORP36.0K shares748.74%2026-03-312026-05-07

COF CAPITAL ONE FINL CORP9.0K shares168.47%2026-03-312026-05-07

Sponsored

DVY ISHARES TR10.8K shares408.56%2026-03-312026-05-07

SBUX STARBUCKS CORP17.9K shares54.03%2026-03-312026-05-07

CORO BLACKROCK ETF TRUST49.7K sharesnew addition2026-03-312026-05-07

SCHW SCHWAB CHARLES CORP16.8K shares180.74%2026-03-312026-05-07

ACWX ISHARES TR22.9K sharesnew addition2026-03-312026-05-07

SPYI NEOS ETF TRUST31.2K shares70.47%2026-03-312026-05-07

VV VANGUARD INDEX FDS5.1K shares4.58%2026-03-312026-05-07

SHLD GLOBAL X FDS20.6K shares41.77%2026-03-312026-05-07

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EFG ISHARES TR13.1K shares136.83%2026-03-312026-05-07

SFBS SERVISFIRST BANCSHARES INC19.8K sharesnew addition2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR16.3K shares-5.01%2026-03-312026-05-07

XTEN BONDBLOXX ETF TRUST31.3K shares-1.47%2026-03-312026-05-07

FMUB FIDELITY MERRIMACK STR TR28.3K shares-8.71%2026-03-312026-05-07

THE CIGNA GROUP THE CIGNA GROUP5.4K shares89.84%2026-03-312026-05-07

MO ALTRIA GROUP INC21.6K shares15.23%2026-03-312026-05-07

BKNG BOOKING HOLDINGS INC337 shares247.42%2026-03-312026-05-07

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COWZ PACER FDS TR22.6K shares8.26%2026-03-312026-05-07

BP BP PLC30.0K shares8.89%2026-03-312026-05-07

SCHV SCHWAB STRATEGIC TR46.1K shares-1.65%2026-03-312026-05-07

WM WASTE MGMT INC DEL6.1K shares84.98%2026-03-312026-05-07

NVS NOVARTIS AG9.1K shares17.04%2026-03-312026-05-07

KMB KIMBERLY-CLARK CORP14.3K shares278.08%2026-03-312026-05-07

BLCR BLACKROCK ETF TRUST32.6K sharesnew addition2026-03-312026-05-07

GOVT ISHARES TR58.2K shares506.50%2026-03-312026-05-07

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WFC WELLS FARGO & CO16.7K shares-3.13%2026-03-312026-05-07

QQQI NEOS ETF TRUST26.7K shares88.00%2026-03-312026-05-07

DFAT DIMENSIONAL ETF TRUST21.2K shares28.47%2026-03-312026-05-07

CAH CARDINAL HEALTH INC6.3K shares0.32%2026-03-312026-05-07

PFXF VANECK ETF TRUST75.3K shares-13.39%2026-03-312026-05-07

XLE SELECT SECTOR SPDR TR21.5K shares-33.44%2026-03-312026-05-07

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC13.1K sharesnew addition2026-03-312026-05-07

AVEM AMERICAN CENTY ETF TR16.0K shares8.64%2026-03-312026-05-07

Sponsored

BA BOEING CO6.4K shares9.84%2026-03-312026-05-07

APH AMPHENOL CORP10.1K shares40.59%2026-03-312026-05-07

TXN TEXAS INSTRS INC6.4K shares22.15%2026-03-312026-05-07

XLC SELECT SECTOR SPDR TR11.2K shares-0.57%2026-03-312026-05-07

IXN ISHARES TR12.5K shares0.03%2026-03-312026-05-07

VBK VANGUARD INDEX FDS4.1K shares33.22%2026-03-312026-05-07

UNILEVER PLC UNILEVER PLC21.6K shares32.10%2026-03-312026-05-07

SCHY SCHWAB STRATEGIC TR38.1K shares0.13%2026-03-312026-05-07

Sponsored

GEV GE VERNOVA INC1.4K shares49.41%2026-03-312026-05-07

SCZ ISHARES TR15.4K shares-1.71%2026-03-312026-05-07

ICF ISHARES TR19.3K shares-8.11%2026-03-312026-05-07

URA GLOBAL X FDS24.4K shares52.97%2026-03-312026-05-07

CRM SALESFORCE INC6.3K shares174.91%2026-03-312026-05-07

BINC BLACKROCK ETF TRUST II22.7K shares-11.12%2026-03-312026-05-07

FNDF SCHWAB STRATEGIC TR23.8K shares-9.02%2026-03-312026-05-07

NKE NIKE INC22.0K shares500.14%2026-03-312026-05-07

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.4K shares3.64%2026-03-312026-05-07

BIV VANGUARD BD INDEX FDS14.8K shares0.01%2026-03-312026-05-07

OKE ONEOK INC NEW12.7K shares5.41%2026-03-312026-05-07

O REALTY INCOME CORP18.6K sharesnew addition2026-03-312026-05-07

PHYS SPROTT ASSET MANAGEMENT LP31.9K shares-62.52%2026-03-312026-05-07

ITOT ISHARES TR7.9K shares-6.67%2026-03-312026-05-07

ECL ECOLAB INC4.1K shares346.89%2026-03-312026-05-07

VYMI VANGUARD WHITEHALL FDS11.5K sharesnew addition2026-03-312026-05-07

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD27.3K shares3.34%2026-03-312026-05-07

ADM ARCHER DANIELS MIDLAND CO14.5K shares1.53%2026-03-312026-05-07

FEZ SPDR INDEX SHS FDS16.8K shares8.57%2026-03-312026-05-07

SSO PROSHARES TR20.0K shares5.28%2026-03-312026-05-07

JAAA JANUS DETROIT STR TR20.2K shares16.66%2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC INC2.0K shares48.76%2026-03-312026-05-07

NVO NOVO-NORDISK A S26.9K shares101.83%2026-03-312026-05-07

AJG GALLAGHER ARTHUR J & CO4.5K sharesnew addition2026-03-312026-05-07

Sponsored

LH LABCORP HOLDINGS INC3.7K sharesnew addition2026-03-312026-05-07

RSG REPUBLIC SVCS INC4.5K sharesnew addition2026-03-312026-05-07

EES WISDOMTREE TR16.9K sharesnew addition2026-03-312026-05-07

NOW SERVICENOW INC9.3K shares358.77%2026-03-312026-05-07

ARCC ARES CAPITAL CORP53.6K shares85.25%2026-03-312026-05-07

GDEC FIRST TR EXCHNG TRADED FD VI26.1K shares0.00%2026-03-312026-05-07

AEM AGNICO EAGLE MINES LTD4.7K shares-6.92%2026-03-312026-05-07

IAGG ISHARES TR19.1K shares3.31%2026-03-312026-05-07

Sponsored

IEF ISHARES TR9.9K shares45.12%2026-03-312026-05-07

ORI OLD REP INTL CORP23.4K shares8.86%2026-03-312026-05-07

NEM NEWMONT CORP8.5K shares-7.87%2026-03-312026-05-07

USB US BANCORP17.6K shares22.44%2026-03-312026-05-07

BTI BRITISH AMERN TOB PLC15.5K shares3.34%2026-03-312026-05-07

RDVI FIRST TR EXCHANGE-TRADED FD35.3K shares12.87%2026-03-312026-05-07

DE DEERE & CO1.6K shares17.33%2026-03-312026-05-07

ED CONSOLIDATED EDISON INC7.9K shares-0.78%2026-03-312026-05-07

Sponsored

PSA PUBLIC STORAGE OPER CO3.3K shares12.18%2026-03-312026-05-07

AEE AMEREN CORP8.0K shares0.24%2026-03-312026-05-07

IEI ISHARES TR7.4K shares0.08%2026-03-312026-05-07

AMAT APPLIED MATLS INC2.5K shares5.93%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS10.5K shares-6.04%2026-03-312026-05-07

DEM WISDOMTREE TR17.4K sharesnew addition2026-03-312026-05-07

SCHM SCHWAB STRATEGIC TR27.9K shares1.35%2026-03-312026-05-07

SLB SLB LIMITED16.8K shares1.38%2026-03-312026-05-07

Sponsored

CSX CSX CORP21.0K shares-3.22%2026-03-312026-05-07

UBER UBER TECHNOLOGIES INC12.0K shares91.10%2026-03-312026-05-07

AZO AUTOZONE INC255 shares87.50%2026-03-312026-05-07

VTHR VANGUARD SCOTTSDALE FDS3.0K sharesnew addition2026-03-312026-05-07

BND VANGUARD BD INDEX FDS11.7K shares-1.77%2026-03-312026-05-07

DFAS DIMENSIONAL ETF TRUST12.0K shares-14.40%2026-03-312026-05-07

YUM YUM BRANDS INC5.4K sharesnew addition2026-03-312026-05-07

IXJ ISHARES TR9.0K shares0.04%2026-03-312026-05-07

Sponsored

MTUM ISHARES TR3.5K shares5.79%2026-03-312026-05-07

VMI VALMONT INDS INC2.1K shares-1.95%2026-03-312026-05-07

EOG EOG RES INC5.7K shares2.14%2026-03-312026-05-07

FFIV F5 INC2.8K sharesnew addition2026-03-312026-05-07

CLX CLOROX CO DEL7.8K sharesnew addition2026-03-312026-05-07

GJUL FIRST TR EXCHNG TRADED FD VI19.8K shares0.00%2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC6.2K shares12.44%2026-03-312026-05-07

CL COLGATE PALMOLIVE CO9.5K shares24.37%2026-03-312026-05-07

Sponsored

MINT PIMCO ETF TR7.9K shares-31.92%2026-03-312026-05-07

JPEM J P MORGAN EXCHANGE TRADED F12.8K sharesnew addition2026-03-312026-05-07

GPIX GOLDMAN SACHS ETF TR15.7K shares8.94%2026-03-312026-05-07

UAL UNITED AIRLS HLDGS INC8.5K shares6.36%2026-03-312026-05-07

VB VANGUARD INDEX FDS3.0K shares7.15%2026-03-312026-05-07

CWB SPDR SERIES TRUST8.5K shares47.55%2026-03-312026-05-07

VRTX VERTEX PHARMACEUTICALS INC1.7K shares28.14%2026-03-312026-05-07

BABA ALIBABA GROUP HLDG LTD6.2K shares-4.31%2026-03-312026-05-07

Sponsored

IVLU ISHARES TR19.3K shares0.00%2026-03-312026-05-07

SO SOUTHERN CO7.9K shares49.14%2026-03-312026-05-07

PFF ISHARES TR25.3K shares21.00%2026-03-312026-05-07

A AGILENT TECHNOLOGIES INC6.7K sharesnew addition2026-03-312026-05-07

KOLD PROSHARES TR II35.0K sharesnew addition2026-03-312026-05-07

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F8.1K shares-2.49%2026-03-312026-05-07

SOC SABLE OFFSHORE CORP45.9K shares0.00%2026-03-312026-05-07

HSY HERSHEY CO3.6K shares-0.79%2026-03-312026-05-07

Sponsored

SLV ISHARES SILVER TR11.1K shares2.33%2026-03-312026-05-07

VXF VANGUARD INDEX FDS3.7K sharesnew addition2026-03-312026-05-07

SCHI SCHWAB STRATEGIC TR33.0K shares7.24%2026-03-312026-05-07

RIO RIO TINTO PLC7.9K shares-3.12%2026-03-312026-05-07

ITA ISHARES TR3.4K shares-31.27%2026-03-312026-05-07

BMY BRISTOL-MYERS SQUIBB CO12.2K shares25.39%2026-03-312026-05-07

FMUN FIDELITY MERRIMACK STR TR14.8K shares19.06%2026-03-312026-05-07

HAL HALLIBURTON CO18.7K shares2.24%2026-03-312026-05-07

Sponsored

WAT WATERS CORP2.4K sharesnew addition2026-03-312026-05-07

EG EVEREST GROUP LTD2.2K shares-0.22%2026-03-312026-05-07

RGLD ROYAL GOLD INC2.8K shares5.95%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO2.4K shares-4.03%2026-03-312026-05-07

BDX BECTON DICKINSON & CO4.5K shares330.46%2026-03-312026-05-07

ISTB ISHARES TR14.7K shares2.98%2026-03-312026-05-07

GPIQ GOLDMAN SACHS ETF TR14.4K shares0.00%2026-03-312026-05-07

SCHB SCHWAB STRATEGIC TR28.2K shares0.41%2026-03-312026-05-07

Sponsored

TLTW ISHARES TR31.2K shares-12.32%2026-03-312026-05-07

INTC INTEL CORP16.0K shares3.10%2026-03-312026-05-07

AFL AFLAC INC6.4K shares0.09%2026-03-312026-05-07

FCX FREEPORT MCMORAN INC11.9K shares-4.37%2026-03-312026-05-07

GHYB GOLDMAN SACHS ETF TR15.6K shares73.87%2026-03-312026-05-07

SPHQ INVESCO EXCHANGE TRADED FD T9.2K shares3.36%2026-03-312026-05-07

USHY ISHARES TR18.8K shares139.82%2026-03-312026-05-07

GIGB GOLDMAN SACHS ETF TR15.1K shares73.40%2026-03-312026-05-07

Sponsored

FANG DIAMONDBACK ENERGY INC3.5K shares0.17%2026-03-312026-05-07

FAB FIRST TR EXCHANGE-TRADED ALP7.3K shares0.29%2026-03-312026-05-07

PAVE GLOBAL X FDS13.3K shares-22.71%2026-03-312026-05-07

VMBS VANGUARD SCOTTSDALE FDS14.4K shares4.88%2026-03-312026-05-07

MDYG SPDR SERIES TRUST7.0K sharesnew addition2026-03-312026-05-07

ALL ALLSTATE CORP3.3K shares4.23%2026-03-312026-05-07

BSJQ INVESCO EXCH TRD SLF IDX FD28.9K sharesnew addition2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR13.6K shares-0.56%2026-03-312026-05-07

Sponsored

AIQ GLOBAL X FDS14.3K shares52.57%2026-03-312026-05-07

DXPE DXP ENTERPRISES INC4.8K shares0.13%2026-03-312026-05-07

TLH ISHARES TR6.6K shares5.99%2026-03-312026-05-07

AXON AXON ENTERPRISE INC1.6K shares9.92%2026-03-312026-05-07

NOC NORTHROP GRUMMAN CORP965 shares0.94%2026-03-312026-05-07

PAA PLAINS ALL AMERN PIPELINE L29.4K shares5.35%2026-03-312026-05-07

ARISTA NETWORKS INC ARISTA NETWORKS INC5.3K shares191.50%2026-03-312026-05-07

TMUS T-MOBILE US INC3.1K shares18.41%2026-03-312026-05-07

Sponsored

USMV ISHARES TR6.9K shares-4.59%2026-03-312026-05-07

SPGI S&P GLOBAL INC1.5K shares145.37%2026-03-312026-05-07

VT VANGUARD INTL EQUITY INDEX F4.6K shares0.00%2026-03-312026-05-07

MSI MOTOROLA SOLUTIONS INC1.5K shares55.03%2026-03-312026-05-07

ICE INTERCONTINENTAL EXCHANGE IN4.0K shares140.62%2026-03-312026-05-07

FSLR FIRST SOLAR INC3.2K shares-3.98%2026-03-312026-05-07

FDLO FIDELITY COVINGTON TRUST9.8K shares2.65%2026-03-312026-05-07

CHRW C H ROBINSON WORLDWIDE IN3.8K shares4.59%2026-03-312026-05-07

Sponsored

FDX FEDEX CORP1.7K shares9.03%2026-03-312026-05-07

SUSB ISHARES TR24.4K shares0.74%2026-03-312026-05-07

TLT ISHARES TR7.0K shares0.07%2026-03-312026-05-07

CB CHUBB LTD SWITZ1.9K shares8.66%2026-03-312026-05-07

NDAQ NASDAQ INC7.1K shares160.93%2026-03-312026-05-07

PNC PNC FINL SVCS GROUP INC2.9K shares17.60%2026-03-312026-05-07

IDEF BLACKROCK ETF TRUST18.2K sharesnew addition2026-03-312026-05-07

FLOT ISHARES TR11.6K shares-14.88%2026-03-312026-05-07

Sponsored

XLP SELECT SECTOR SPDR TR7.1K shares0.75%2026-03-312026-05-07

NXPI NXP SEMICONDUCTORS N V2.9K shares-4.32%2026-03-312026-05-07

SEPW AIM ETF PRODUCTS TRUST18.3K shares0.00%2026-03-312026-05-07

PRU PRUDENTIAL FINL INC5.8K shares-4.67%2026-03-312026-05-07

PH PARKER-HANNIFIN CORP631 shares33.12%2026-03-312026-05-07

AON PLC AON PLC1.8K shares4.60%2026-03-312026-05-07

ARKK ARK ETF TR8.2K shares-0.23%2026-03-312026-05-07

FAST FASTENAL CO12.0K shares120.08%2026-03-312026-05-07

Sponsored

AVUV AMERICAN CENTY ETF TR5.0K shares-5.61%2026-03-312026-05-07

VEEV VEEVA SYS INC3.1K sharesnew addition2026-03-312026-05-07

TRV TRAVELERS COMPANIES INC1.9K shares78.31%2026-03-312026-05-07

CGMU CAPITAL GRP FIXED INCM ETF T20.0K shares0.00%2026-03-312026-05-07

DHR DANAHER CORP DEL2.9K shares-3.64%2026-03-312026-05-07

DLN WISDOMTREE TR6.0K sharesnew addition2026-03-312026-05-07

LNT ALLIANT ENERGY CORP7.5K sharesnew addition2026-03-312026-05-07

IJT ISHARES TR3.7K shares-0.48%2026-03-312026-05-07

Sponsored

VNQ VANGUARD INDEX FDS6.0K shares90.43%2026-03-312026-05-07

IBDT ISHARES TR20.9K shares122.00%2026-03-312026-05-07

ADI ANALOG DEVICES INC1.7K shares-2.98%2026-03-312026-05-07

AVUS AMERICAN CENTY ETF TR4.7K sharesnew addition2026-03-312026-05-07

XLV SELECT SECTOR SPDR TR3.5K shares-5.72%2026-03-312026-05-07

MMM 3M CO3.6K shares-3.74%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL INC1.1K shares24.33%2026-03-312026-05-07

MUSA MURPHY USA INC1.0K shares4.72%2026-03-312026-05-07

Sponsored

SPVU INVESCO EXCH TRADED FD TR II8.7K shares-1.59%2026-03-312026-05-07

LHX L3HARRIS TECHNOLOGIES INC1.5K shares4.57%2026-03-312026-05-07

ENB ENBRIDGE INC9.4K shares5.66%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC599 shares40.28%2026-03-312026-05-07

RCL ROYAL CARIBBEAN GROUP1.8K shares4.35%2026-03-312026-05-07

SMLF ISHARES TR6.6K shares0.79%2026-03-312026-05-07

FLY FIREFLY AEROSPACE INC17.6K sharesnew addition2026-03-312026-05-07

VSS VANGUARD INTL EQUITY INDEX F3.4K shares-0.44%2026-03-312026-05-07

Sponsored

IMKTA INGLES MKTS INC5.5K shares-2.27%2026-03-312026-05-07

DFAC DIMENSIONAL ETF TRUST12.7K shares0.63%2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING IN2.4K shares64.42%2026-03-312026-05-07

GDX VANECK ETF TRUST5.3K shares-32.25%2026-03-312026-05-07

BSM BLACK STONE MINERALS L P32.0K shares6.67%2026-03-312026-05-07

WSO WATSCO INC1.3K shares26.45%2026-03-312026-05-07

DGRS WISDOMTREE TR9.1K sharesnew addition2026-03-312026-05-07

CVS CVS HEALTH CORP6.7K shares2.36%2026-03-312026-05-07

Sponsored

GAPR FIRST TR EXCHNG TRADED FD VI11.9K shares0.00%2026-03-312026-05-07

ITW ILLINOIS TOOL WKS INC1.8K shares4.32%2026-03-312026-05-07

SVOL SIMPLIFY EXCHANGE TRADED FUN31.1K shares0.00%2026-03-312026-05-07

TRGP TARGA RES CORP1.9K shares2.04%2026-03-312026-05-07

DOW DOW HLDGS INC11.4K shares2.72%2026-03-312026-05-07

YMAR FIRST TR EXCHNG TRADED FD VI17.3K shares0.00%2026-03-312026-05-07

RSPH INVESCO EXCHANGE TRADED FD T15.6K shares0.00%2026-03-312026-05-07

HCA HCA HEALTHCARE INC992 shares9.49%2026-03-312026-05-07

Sponsored

IEV ISHARES TR6.9K shares0.00%2026-03-312026-05-07

IBTH ISHARES TR20.5K shares94.30%2026-03-312026-05-07

GLDM WORLD GOLD TR4.9K shares-58.12%2026-03-312026-05-07

CRWD CROWDSTRIKE HLDGS INC1.2K shares20.49%2026-03-312026-05-07

RSSE FIRST TR EXCHNG TRADED FD VI21.2K shares5.71%2026-03-312026-05-07

LYB LYONDELLBASELL INDUSTRIES NV5.7K shares-11.14%2026-03-312026-05-07

FSTA FIDELITY COVINGTON TRUST8.7K shares0.00%2026-03-312026-05-07

ES EVERSOURCE ENERGY6.5K shares-2.81%2026-03-312026-05-07

Sponsored

SUN SUNOCO LP/SUNOCO FIN CORP6.9K shares5.27%2026-03-312026-05-07

SHY ISHARES TR5.4K shares28.84%2026-03-312026-05-07

KLAC KLA CORP302 shares34.22%2026-03-312026-05-07

NFJ VIRTUS DIVIDEND INTEREST & P35.0K shares16.73%2026-03-312026-05-07

ETHT PROSHARES TR29.3K shares0.00%2026-03-312026-05-07

LQD ISHARES TR4.0K shares-1.70%2026-03-312026-05-07

PKG PACKAGING CORP AMER2.0K shares19.73%2026-03-312026-05-07

BHP BHP BILLITON LIMITED5.9K shares-22.11%2026-03-312026-05-07

Sponsored

TGT TARGET CORP3.5K shares9.28%2026-03-312026-05-07

JSCP J P MORGAN EXCHANGE TRADED F9.0K sharesnew addition2026-03-312026-05-07

SHOP SHOPIFY INC3.6K shares25.56%2026-03-312026-05-07

ODFL OLD DOMINION FREIGHT LINE IN2.1K sharesnew addition2026-03-312026-05-07

INTU INTUIT963 shares52.61%2026-03-312026-05-07

TCHP T ROWE PRICE ETF INC9.3K sharesnew addition2026-03-312026-05-07

FFIN FIRST FINL BANKSHARES INC14.0K shares-0.79%2026-03-312026-05-07

DRI DARDEN RESTAURANTS INC2.1K shares20.71%2026-03-312026-05-07

Sponsored

IBTI ISHARES TR18.4K sharesnew addition2026-03-312026-05-07

BIL SPDR SERIES TRUST4.4K shares-33.17%2026-03-312026-05-07

GSST GOLDMAN SACHS ETF TR8.0K shares-19.24%2026-03-312026-05-07

YDEC FIRST TR EXCHNG TRADED FD VI15.4K shares12.55%2026-03-312026-05-07

JCI JOHNSON CONTROLS INTERNATION3.1K shares-3.09%2026-03-312026-05-07

PULS PGIM ETF TR8.1K shares-46.01%2026-03-312026-05-07

BK BANK NEW YORK MELLON CORP3.4K shares16.97%2026-03-312026-05-07

YJUN FIRST TR EXCHNG TRADED FD VI15.5K shares0.00%2026-03-312026-05-07

Sponsored

JTEK J P MORGAN EXCHANGE TRADED F5.0K shares0.00%2026-03-312026-05-07

FTBD FIDELITY MERRIMACK STR TR8.0K shares0.00%2026-03-312026-05-07

BSX BOSTON SCIENTIFIC CORP6.3K shares12.48%2026-03-312026-05-07

IBDS ISHARES TR16.2K sharesnew addition2026-03-312026-05-07

IYG ISHARES TR4.7K shares0.00%2026-03-312026-05-07

ARES ARES MANAGEMENT CORPORATION3.5K sharesnew addition2026-03-312026-05-07

ONEQ FIDELITY COMWLTH TR4.5K sharesnew addition2026-03-312026-05-07

SPG SIMON PPTY GROUP INC NEW2.1K shares11.60%2026-03-312026-05-07

Sponsored

BUD ANHEUSER BUSCH INBEV SA NV5.5K shares-1.72%2026-03-312026-05-07

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.4K shares-3.20%2026-03-312026-05-07

HYG ISHARES TR4.7K shares-6.43%2026-03-312026-05-07

ASTRAZENECA PLC ASTRAZENECA PLC1.9K sharesnew addition2026-03-312026-05-07

WELL WELLTOWER INC1.9K shares11.24%2026-03-312026-05-07

BUNGE GLOBAL SA BUNGE GLOBAL SA2.9K shares8.10%2026-03-312026-05-07

STRV EA SERIES TRUST8.7K sharesnew addition2026-03-312026-05-07

POWL POWELL INDS INC672 shares-10.04%2026-03-312026-05-07

Sponsored

NVBW AIM ETF PRODUCTS TRUST10.9K shares0.00%2026-03-312026-05-07

VTES VANGUARD WELLINGTON FD3.6K shares-21.78%2026-03-312026-05-07

IBB ISHARES TR2.1K shares0.00%2026-03-312026-05-07

PWR QUANTA SVCS INC660 shares25.24%2026-03-312026-05-07

IVV

ISHARES TR

7.30%

Shares678.6K

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES TR

-4.13%

Shares1.7M

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

36.61%

Shares1.5M

Event2026-03-31

Filed2026-05-07

USIG

ISHARES TR

10.75%

Shares1.7M

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-26.06%

Shares480.3K

Event2026-03-31

Filed2026-05-07

EMXC

ISHARES INC

9.28%

Shares1.1M

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

1.61%

Shares1.1M

Event2026-03-31

Filed2026-05-07

MBB

ISHARES TR

8.22%

Shares804.3K

Event2026-03-31

Filed2026-05-07

NOBLE CORP PLC

-15.28%

Shares1.3M

Event2026-03-31

Filed2026-05-07

SCHR

SCHWAB STRATEGIC TR

9.52%

Shares2.4M

Event2026-03-31

Filed2026-05-07

JQUA

J P MORGAN EXCHANGE TRADED F

27.95%

Shares950.2K

Event2026-03-31

Filed2026-05-07

JVAL

J P MORGAN EXCHANGE TRADED F

14.28%

Shares1.2M

Event2026-03-31

Filed2026-05-07

IWF

ISHARES TR

0.42%

Shares124.0K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

20.26%

Shares204.9K

Event2026-03-31

Filed2026-05-07

IUSB

ISHARES TR

6.87%

Shares1.1M

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

15.77%

Shares234.9K

Event2026-03-31

Filed2026-05-07

SCMB

SCHWAB STRATEGIC TR

-0.60%

Shares1.5M

Event2026-03-31

Filed2026-05-07

JCPB

J P MORGAN EXCHANGE TRADED F

10.10%

Shares772.0K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

475.89%

Shares567.2K

Event2026-03-31

Filed2026-05-07

VTEB

VANGUARD MUN BD FDS

93.75%

Shares705.7K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

5.17%

Shares54.3K

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB STRATEGIC TR

-9.59%

Shares1.3M

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

8.54%

Shares41.7K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

48.79%

Shares67.6K

Event2026-03-31

Filed2026-05-07

JMUB

J P MORGAN EXCHANGE TRADED F

11.64%

Shares476.7K

Event2026-03-31

Filed2026-05-07

SPHD

INVESCO EXCH TRADED FD TR II

0.86%

Shares469.0K

Event2026-03-31

Filed2026-05-07

FENI

FIDELITY COVINGTON TRUST

22.12%

Shares624.2K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

-43.13%

Shares174.9K

Event2026-03-31

Filed2026-05-07

IGIB

ISHARES TR

4.07%

Shares405.8K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

20.78%

Shares101.1K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

125.31%

Shares60.3K

Event2026-03-31

Filed2026-05-07

IWR

ISHARES TR

1.13%

Shares170.4K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

38.41%

Shares55.4K

Event2026-03-31

Filed2026-05-07

SCHO

SCHWAB STRATEGIC TR

7.74%

Shares637.8K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION

42.63%

Shares72.3K

Event2026-03-31

Filed2026-05-07

IEMG

ISHARES INC

-14.81%

Shares205.0K

Event2026-03-31

Filed2026-05-07

EFA

ISHARES TR

138.71%

Shares146.9K

Event2026-03-31

Filed2026-05-07

TBIL

RBB FD INC

-4.45%

Shares285.8K

Event2026-03-31

Filed2026-05-07

FPE

FIRST TR EXCH TRADED FD III

3.64%

Shares784.3K

Event2026-03-31

Filed2026-05-07

ITM

VANECK ETF TRUST

-9.89%

Shares291.8K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-1.61%

Shares47.2K

Event2026-03-31

Filed2026-05-07

JMST

J P MORGAN EXCHANGE TRADED F

-0.56%

Shares246.2K

Event2026-03-31

Filed2026-05-07

DON

WISDOMTREE TR

New

Shares231.2K

Event2026-03-31

Filed2026-05-07

META

META PLATFORMS INC

31.98%

Shares20.8K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES TR

-0.50%

Shares55.8K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

95.53%

Shares40.5K

Event2026-03-31

Filed2026-05-07

DGRW

WISDOMTREE TR

5.40%

Shares135.3K

Event2026-03-31

Filed2026-05-07

PZA

INVESCO EXCH TRADED FD TR II

-0.37%

Shares485.0K

Event2026-03-31

Filed2026-05-07

SPMO

INVESCO EXCH TRADED FD TR II

370.53%

Shares97.0K

Event2026-03-31

Filed2026-05-07

HELO

J P MORGAN EXCHANGE TRADED F

New

Shares169.9K

Event2026-03-31

Filed2026-05-07

SCHX

SCHWAB STRATEGIC TR

0.22%

Shares423.1K

Event2026-03-31

Filed2026-05-07

J P MORGAN EXCHANGE TRADED F

-27.44%

Shares154.9K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

4.93%

Shares21.1K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

31.64%

Shares34.4K

Event2026-03-31

Filed2026-05-07

LAM RESEARCH CORP

674.60%

Shares45.8K

Event2026-03-31

Filed2026-05-07

IVE

ISHARES TR

-5.44%

Shares46.3K

Event2026-03-31

Filed2026-05-07

HEFA

ISHARES TR

0.04%

Shares221.5K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

85.96%

Shares37.9K

Event2026-03-31

Filed2026-05-07

VLUE

ISHARES TR

-55.40%

Shares65.1K

Event2026-03-31

Filed2026-05-07

SPSM

SPDR SERIES TRUST

0.10%

Shares190.6K

Event2026-03-31

Filed2026-05-07

TQQQ

PROSHARES TR

22.60%

Shares217.0K

Event2026-03-31

Filed2026-05-07

FVAL

FIDELITY COVINGTON TRUST

4165.95%

Shares126.8K

Event2026-03-31

Filed2026-05-07

RDVY

FIRST TR EXCHANGE TRADED FD

-6.33%

Shares125.1K

Event2026-03-31

Filed2026-05-07

RTX

RTX CORPORATION

210.20%

Shares43.3K

Event2026-03-31

Filed2026-05-07

TFI

SPDR SERIES TRUST

-13.43%

Shares182.2K

Event2026-03-31

Filed2026-05-07

DGRO

ISHARES TR

-3.42%

Shares114.1K

Event2026-03-31

Filed2026-05-07

DOL

WISDOMTREE TR

-8.92%

Shares110.9K

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD INDEX FDS

19.27%

Shares17.2K

Event2026-03-31

Filed2026-05-07

SPTL

SPDR SERIES TRUST

10.23%

Shares285.7K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

41.46%

Shares8.0K

Event2026-03-31

Filed2026-05-07

VEU

VANGUARD INTL EQUITY INDEX F

-0.83%

Shares97.6K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

82.23%

Shares33.5K

Event2026-03-31

Filed2026-05-07

IWM

ISHARES TR

-2.07%

Shares29.2K

Event2026-03-31

Filed2026-05-07

RWO

SPDR INDEX SHS FDS

1.42%

Shares151.7K

Event2026-03-31

Filed2026-05-07

NOBL

PROSHARES TR

2.14%

Shares65.0K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

24.44%

Shares18.0K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

14.67%

Shares53.3K

Event2026-03-31

Filed2026-05-07

IWO

ISHARES TR

4.91%

Shares20.4K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

78.92%

Shares10.9K

Event2026-03-31

Filed2026-05-07

AVIV

AMERICAN CENTY ETF TR

New

Shares82.1K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

2495.04%

Shares128.7K

Event2026-03-31

Filed2026-05-07

JPST

J P MORGAN EXCHANGE TRADED F

244.89%

Shares119.1K

Event2026-03-31

Filed2026-05-07

INDA

ISHARES TR

10.50%

Shares127.6K

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

0.82%

Shares57.6K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

159.42%

Shares71.3K

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB STRATEGIC TR

2.94%

Shares175.4K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

38.36%

Shares27.4K

Event2026-03-31

Filed2026-05-07

HYMB

SPDR SERIES TRUST

17.73%

Shares215.7K

Event2026-03-31

Filed2026-05-07

VBR

VANGUARD INDEX FDS

6.00%

Shares24.5K

Event2026-03-31

Filed2026-05-07

DFIV

DIMENSIONAL ETF TRUST

14.70%

Shares98.3K

Event2026-03-31

Filed2026-05-07

CMI

CUMMINS INC

1032.35%

Shares9.6K

Event2026-03-31

Filed2026-05-07

KMI

KINDER MORGAN INC DEL

205.83%

Shares151.8K

Event2026-03-31

Filed2026-05-07

VISA INC

89.71%

Shares16.7K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO INC

89.08%

Shares32.4K

Event2026-03-31

Filed2026-05-07

AMGN

AMGEN INC

125.06%

Shares14.1K

Event2026-03-31

Filed2026-05-07

BGIG

ETF SER SOLUTIONS

-1.30%

Shares146.8K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP

107.89%

Shares15.6K

Event2026-03-31

Filed2026-05-07

NVDY

TIDAL TRUST II

40.78%

Shares369.0K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES TR

0.50%

Shares42.0K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

6.08%

Shares11.0K

Event2026-03-31

Filed2026-05-07

MGK

VANGUARD WORLD FD

-0.15%

Shares12.9K

Event2026-03-31

Filed2026-05-07

IYW

ISHARES TR

-0.51%

Shares26.0K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR

2.75%

Shares13.0K

Event2026-03-31

Filed2026-05-07

SGOV

ISHARES TR

29.34%

Shares45.8K

Event2026-03-31

Filed2026-05-07

DYNF

BLACKROCK ETF TRUST

-20.15%

Shares78.4K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

1.17%

Shares13.7K

Event2026-03-31

Filed2026-05-07

BAC

BANK AMERICA CORP

168.30%

Shares91.8K

Event2026-03-31

Filed2026-05-07

VGT

VANGUARD WORLD FD

-2.28%

Shares6.3K

Event2026-03-31

Filed2026-05-07

QUAL

ISHARES TR

-7.03%

Shares22.9K

Event2026-03-31

Filed2026-05-07

CITIGROUP INC

400.47%

Shares38.4K

Event2026-03-31

Filed2026-05-07

WMB

WILLIAMS COS INC

266.01%

Shares58.7K

Event2026-03-31

Filed2026-05-07

WSM

WILLIAMS SONOMA INC

New

Shares23.2K

Event2026-03-31

Filed2026-05-07

BLACKROCK INC

376.33%

Shares4.3K

Event2026-03-31

Filed2026-05-07

LMT

LOCKHEED MARTIN CORP

228.89%

Shares6.8K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

59.85%

Shares12.6K

Event2026-03-31

Filed2026-05-07

PHILIP MORRIS INTL INC

409.98%

Shares24.3K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

81.79%

Shares4.0K

Event2026-03-31

Filed2026-05-07

DFLV

DIMENSIONAL ETF TRUST

95.13%

Shares110.1K

Event2026-03-31

Filed2026-05-07

NEE

NEXTERA ENERGY INC

253.27%

Shares41.0K

Event2026-03-31

Filed2026-05-07

MORGAN STANLEY

100.17%

Shares22.7K

Event2026-03-31

Filed2026-05-07

HON

HONEYWELL INTL INC

160.44%

Shares16.4K

Event2026-03-31

Filed2026-05-07

MERCK & CO INC

94.29%

Shares30.8K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

19.71%

Shares5.2K

Event2026-03-31

Filed2026-05-07

DUKE ENERGY CORP NEW

313.58%

Shares28.0K

Event2026-03-31

Filed2026-05-07

USFR

WISDOMTREE TR

1.39%

Shares72.2K

Event2026-03-31

Filed2026-05-07

SUB

ISHARES TR

0.40%

Shares33.0K

Event2026-03-31

Filed2026-05-07

MASTERCARD INCORPORATED

152.41%

Shares7.0K

Event2026-03-31

Filed2026-05-07

QCOM

QUALCOMM INC

263.13%

Shares27.0K

Event2026-03-31

Filed2026-05-07

DHS

WISDOMTREE TR

New

Shares31.4K

Event2026-03-31

Filed2026-05-07

HYD

VANECK ETF TRUST

6.34%

Shares68.1K

Event2026-03-31

Filed2026-05-07

MPC

MARATHON PETE CORP

-0.93%

Shares14.0K

Event2026-03-31

Filed2026-05-07

PLTR

PALANTIR TECHNOLOGIES INC

4.45%

Shares23.1K

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

19.74%

Shares10.0K

Event2026-03-31

Filed2026-05-07

JEPQ

J P MORGAN EXCHANGE TRADED F

16.66%

Shares57.7K

Event2026-03-31

Filed2026-05-07

MEDTRONIC PLC

148.05%

Shares36.8K

Event2026-03-31

Filed2026-05-07

SCHG

SCHWAB STRATEGIC TR

57.89%

Shares106.1K

Event2026-03-31

Filed2026-05-07

EFV

ISHARES TR

-25.28%

Shares41.1K

Event2026-03-31

Filed2026-05-07

DOLLAR GEN CORP

New

Shares25.3K

Event2026-03-31

Filed2026-05-07

GSLC

GOLDMAN SACHS ETF TR

-16.38%

Shares23.5K

Event2026-03-31

Filed2026-05-07

IJS

ISHARES TR

-3.55%

Shares24.5K

Event2026-03-31

Filed2026-05-07

IGSB

ISHARES TR

42.62%

Shares55.2K

Event2026-03-31

Filed2026-05-07

ALPS ETF TR

8.62%

Shares52.9K

Event2026-03-31

Filed2026-05-07

VCSH

VANGUARD SCOTTSDALE FDS

3.96%

Shares35.0K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS INC NEW

143.77%

Shares17.4K

Event2026-03-31

Filed2026-05-07

FDL

FIRST TR EXCHANGE-TRADED FD

-4.95%

Shares53.4K

Event2026-03-31

Filed2026-05-07

COP

CONOCOPHILLIPS

0.45%

Shares20.6K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

7.62%

Shares35.5K

Event2026-03-31

Filed2026-05-07

EPD

ENTERPRISE PRODS PARTNERS L

6.80%

Shares71.4K

Event2026-03-31

Filed2026-05-07

IYE

ISHARES TR

-3.56%

Shares41.6K

Event2026-03-31

Filed2026-05-07

MUB

ISHARES TR

-36.05%

Shares25.2K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

10.74%

Shares18.5K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS INC

265.33%

Shares52.8K

Event2026-03-31

Filed2026-05-07

ABT

ABBOTT LABORATORIES

162.49%

Shares25.7K

Event2026-03-31

Filed2026-05-07

NSC

NORFOLK SOUTHN CORP

New

Shares9.1K

Event2026-03-31

Filed2026-05-07

ICSH

ISHARES TR

7.18%

Shares51.6K

Event2026-03-31

Filed2026-05-07

FNDX

SCHWAB STRATEGIC TR

-2.01%

Shares93.5K

Event2026-03-31

Filed2026-05-07

GENERAL DYNAMICS CORP

115.79%

Shares7.6K

Event2026-03-31

Filed2026-05-07

VUSB

VANGUARD BD INDEX FDS

5.98%

Shares51.4K

Event2026-03-31

Filed2026-05-07

PAGP

PLAINS GP HLDGS L P

313.48%

Shares104.5K

Event2026-03-31

Filed2026-05-07

VYM

VANGUARD WHITEHALL FDS

17.54%

Shares16.7K

Event2026-03-31

Filed2026-05-07

IBM

INTERNATIONAL BUSINESS MACHS

20.35%

Shares10.2K

Event2026-03-31

Filed2026-05-07

SDY

SPDR SERIES TRUST

746.64%

Shares16.9K

Event2026-03-31

Filed2026-05-07

VIGI

VANGUARD WHITEHALL FDS

0.43%

Shares27.8K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

30.12%

Shares10.3K

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES INC

95.30%

Shares12.0K

Event2026-03-31

Filed2026-05-07

ACWI

ISHARES TR

0.06%

Shares17.6K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORP

56.27%

Shares16.5K

Event2026-03-31

Filed2026-05-07

JEPI

J P MORGAN EXCHANGE TRADED F

30.68%

Shares42.8K

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

15.63%

Shares24.7K

Event2026-03-31

Filed2026-05-07

BXSL

BLACKSTONE SECD LENDING FD

71.25%

Shares99.9K

Event2026-03-31

Filed2026-05-07

UPS

UNITED PARCEL SVCS INC

82.20%

Shares23.8K

Event2026-03-31

Filed2026-05-07

ACCENTURE PLC IRELAND

388.69%

Shares11.8K

Event2026-03-31

Filed2026-05-07

LNG

CHENIERE ENERGY INC

288.68%

Shares8.2K

Event2026-03-31

Filed2026-05-07

EATON CORP PLC

32.48%

Shares6.5K

Event2026-03-31

Filed2026-05-07

PANW

PALO ALTO NETWORKS INC

209.79%

Shares14.5K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

-10.87%

Shares42.5K

Event2026-03-31

Filed2026-05-07

AT&T INC

5.58%

Shares78.5K

Event2026-03-31

Filed2026-05-07

MET

METLIFE INC

719.10%

Shares31.7K

Event2026-03-31

Filed2026-05-07

SHEL

SHELL PLC

2.27%

Shares23.7K

Event2026-03-31

Filed2026-05-07

SCHA

SCHWAB STRATEGIC TR

-4.22%

Shares74.8K

Event2026-03-31

Filed2026-05-07

PFE

PFIZER INC

218.38%

Shares75.4K

Event2026-03-31

Filed2026-05-07

EEM

ISHARES TR

77.38%

Shares37.1K

Event2026-03-31

Filed2026-05-07

UNH

UNITEDHEALTH GROUP INC

118.70%

Shares7.7K

Event2026-03-31

Filed2026-05-07

SEAGATE TECHNOLOGY HLDNGS PL

28.00%

Shares5.3K

Event2026-03-31

Filed2026-05-07

IWV

ISHARES TR

11.40%

Shares5.6K

Event2026-03-31

Filed2026-05-07

BSV

VANGUARD BD INDEX FDS

34.58%

Shares26.1K

Event2026-03-31

Filed2026-05-07

PSX

PHILLIPS 66

21.69%

Shares11.2K

Event2026-03-31

Filed2026-05-07

ENERGY TRANSFER L P

-0.29%

Shares105.5K

Event2026-03-31

Filed2026-05-07

BAI

BLACKROCK ETF TRUST

0.47%

Shares61.6K

Event2026-03-31

Filed2026-05-07

DBEF

DBX ETF TR

57.52%

Shares40.8K

Event2026-03-31

Filed2026-05-07

VLO

VALERO ENERGY CORP

0.22%

Shares8.1K

Event2026-03-31

Filed2026-05-07

ASML

ASML HLDG NV

42.11%

Shares1.5K

Event2026-03-31

Filed2026-05-07

IBIT

ISHARES BITCOIN TRUST ETF

-5.09%

Shares51.8K

Event2026-03-31

Filed2026-05-07

GE AEROSPACE

115.33%

Shares7.0K

Event2026-03-31

Filed2026-05-07

DFAI

DIMENSIONAL ETF TRUST

-0.03%

Shares50.1K

Event2026-03-31

Filed2026-05-07

XLK

SELECT SECTOR SPDR TR

2.29%

Shares14.7K

Event2026-03-31

Filed2026-05-07

GILD

GILEAD SCIENCES INC

25.40%

Shares13.9K

Event2026-03-31

Filed2026-05-07

SCHZ

SCHWAB STRATEGIC TR

-7.48%

Shares81.5K

Event2026-03-31

Filed2026-05-07

UNP

UNION PAC CORP

147.76%

Shares7.8K

Event2026-03-31

Filed2026-05-07

AWK

AMERICAN WTR WKS CO INC NEW

198.43%

Shares13.9K

Event2026-03-31

Filed2026-05-07

TMFC

RBB FD INC

0.00%

Shares28.4K

Event2026-03-31

Filed2026-05-07

ESGU

ISHARES TR

-0.40%

Shares13.2K

Event2026-03-31

Filed2026-05-07

THRO

BLACKROCK ETF TRUST

1.47%

Shares50.9K

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

49.18%

Shares23.8K

Event2026-03-31

Filed2026-05-07

FBND

FIDELITY MERRIMACK STR TR

21.14%

Shares39.9K

Event2026-03-31

Filed2026-05-07

AMT

AMERICAN TOWER CORP

New

Shares10.5K

Event2026-03-31

Filed2026-05-07

SMH

VANECK ETF TRUST

-0.42%

Shares4.7K

Event2026-03-31

Filed2026-05-07

XLY

SELECT SECTOR SPDR TR

3.52%

Shares16.5K

Event2026-03-31

Filed2026-05-07

DIS

DISNEY WALT CO

23.77%

Shares18.7K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELEC CO

305.20%

Shares13.6K

Event2026-03-31

Filed2026-05-07

CME

CME GROUP INC

214.81%

Shares6.0K

Event2026-03-31

Filed2026-05-07

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares6.0K

Event2026-03-31

Filed2026-05-07

SYK

STRYKER CORPORATION

87.25%

Shares5.3K

Event2026-03-31

Filed2026-05-07

IFRA

ISHARES TR

-4.97%

Shares30.5K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

3.04%

Shares9.1K

Event2026-03-31

Filed2026-05-07

BLACKSTONE INC

-1.31%

Shares15.0K

Event2026-03-31

Filed2026-05-07

MICRON TECHNOLOGY INC

91.13%

Shares5.1K

Event2026-03-31

Filed2026-05-07

IDV

ISHARES TR

New

Shares40.1K

Event2026-03-31

Filed2026-05-07

LOW

LOWES COS INC

151.35%

Shares7.2K

Event2026-03-31

Filed2026-05-07

CTVA

CORTEVA INC

460.92%

Shares20.2K

Event2026-03-31

Filed2026-05-07

GSIE

GOLDMAN SACHS ETF TR

-27.69%

Shares38.9K

Event2026-03-31

Filed2026-05-07

LINDE PLC

-2.40%

Shares3.3K

Event2026-03-31

Filed2026-05-07

TFC

TRUIST FINL CORP

748.74%

Shares36.0K

Event2026-03-31

Filed2026-05-07

COF

CAPITAL ONE FINL CORP

168.47%

Shares9.0K

Event2026-03-31

Filed2026-05-07

DVY

ISHARES TR

408.56%

Shares10.8K

Event2026-03-31

Filed2026-05-07

SBUX

STARBUCKS CORP

54.03%

Shares17.9K

Event2026-03-31

Filed2026-05-07

CORO

BLACKROCK ETF TRUST

New

Shares49.7K

Event2026-03-31

Filed2026-05-07

SCHW

SCHWAB CHARLES CORP

180.74%

Shares16.8K

Event2026-03-31

Filed2026-05-07

ACWX

ISHARES TR

New

Shares22.9K

Event2026-03-31

Filed2026-05-07

SPYI

NEOS ETF TRUST

70.47%

Shares31.2K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

4.58%

Shares5.1K

Event2026-03-31

Filed2026-05-07

SHLD

GLOBAL X FDS

41.77%

Shares20.6K

Event2026-03-31

Filed2026-05-07

EFG

ISHARES TR

136.83%

Shares13.1K

Event2026-03-31

Filed2026-05-07

SFBS

SERVISFIRST BANCSHARES INC

New

Shares19.8K

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR

-5.01%

Shares16.3K

Event2026-03-31

Filed2026-05-07

XTEN

BONDBLOXX ETF TRUST

-1.47%

Shares31.3K

Event2026-03-31

Filed2026-05-07

FMUB

FIDELITY MERRIMACK STR TR

-8.71%

Shares28.3K

Event2026-03-31

Filed2026-05-07

THE CIGNA GROUP

89.84%

Shares5.4K

Event2026-03-31

Filed2026-05-07

ALTRIA GROUP INC

15.23%

Shares21.6K

Event2026-03-31

Filed2026-05-07

BKNG

BOOKING HOLDINGS INC

247.42%

Shares337

Event2026-03-31

Filed2026-05-07

COWZ

PACER FDS TR

8.26%

Shares22.6K

Event2026-03-31

Filed2026-05-07

BP PLC

8.89%

Shares30.0K

Event2026-03-31

Filed2026-05-07

SCHV

SCHWAB STRATEGIC TR

-1.65%

Shares46.1K

Event2026-03-31

Filed2026-05-07

WASTE MGMT INC DEL

84.98%

Shares6.1K

Event2026-03-31

Filed2026-05-07

NVS

NOVARTIS AG

17.04%

Shares9.1K

Event2026-03-31

Filed2026-05-07

KMB

KIMBERLY-CLARK CORP

278.08%

Shares14.3K

Event2026-03-31

Filed2026-05-07

BLCR

BLACKROCK ETF TRUST

New

Shares32.6K

Event2026-03-31

Filed2026-05-07

GOVT

ISHARES TR

506.50%

Shares58.2K

Event2026-03-31

Filed2026-05-07

WFC

WELLS FARGO & CO

-3.13%

Shares16.7K

Event2026-03-31

Filed2026-05-07

QQQI

NEOS ETF TRUST

88.00%

Shares26.7K

Event2026-03-31

Filed2026-05-07

DFAT

DIMENSIONAL ETF TRUST

28.47%

Shares21.2K

Event2026-03-31

Filed2026-05-07

CAH

CARDINAL HEALTH INC

0.32%

Shares6.3K

Event2026-03-31

Filed2026-05-07

PFXF

VANECK ETF TRUST

-13.39%

Shares75.3K

Event2026-03-31

Filed2026-05-07

XLE

SELECT SECTOR SPDR TR

-33.44%

Shares21.5K

Event2026-03-31

Filed2026-05-07

MARVELL TECHNOLOGY INC

New

Shares13.1K

Event2026-03-31

Filed2026-05-07

AVEM

AMERICAN CENTY ETF TR

8.64%

Shares16.0K

Event2026-03-31

Filed2026-05-07

BOEING CO

9.84%

Shares6.4K

Event2026-03-31

Filed2026-05-07

APH

AMPHENOL CORP

40.59%

Shares10.1K

Event2026-03-31

Filed2026-05-07

TXN

TEXAS INSTRS INC

22.15%

Shares6.4K

Event2026-03-31

Filed2026-05-07

XLC

SELECT SECTOR SPDR TR

-0.57%

Shares11.2K

Event2026-03-31

Filed2026-05-07

IXN

ISHARES TR

0.03%

Shares12.5K

Event2026-03-31

Filed2026-05-07

VBK

VANGUARD INDEX FDS

33.22%

Shares4.1K

Event2026-03-31

Filed2026-05-07

UNILEVER PLC

32.10%

Shares21.6K

Event2026-03-31

Filed2026-05-07

SCHY

SCHWAB STRATEGIC TR

0.13%

Shares38.1K

Event2026-03-31

Filed2026-05-07

GEV

GE VERNOVA INC

49.41%

Shares1.4K

Event2026-03-31

Filed2026-05-07

SCZ

ISHARES TR

-1.71%

Shares15.4K

Event2026-03-31

Filed2026-05-07

ICF

ISHARES TR

-8.11%

Shares19.3K

Event2026-03-31

Filed2026-05-07

URA

GLOBAL X FDS

52.97%

Shares24.4K

Event2026-03-31

Filed2026-05-07

CRM

SALESFORCE INC

174.91%

Shares6.3K

Event2026-03-31

Filed2026-05-07

BINC

BLACKROCK ETF TRUST II

-11.12%

Shares22.7K

Event2026-03-31

Filed2026-05-07

FNDF

SCHWAB STRATEGIC TR

-9.02%

Shares23.8K

Event2026-03-31

Filed2026-05-07

NKE

NIKE INC

500.14%

Shares22.0K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD SPECIALIZED FUNDS

3.64%

Shares5.4K

Event2026-03-31

Filed2026-05-07

BIV

VANGUARD BD INDEX FDS

0.01%

Shares14.8K

Event2026-03-31

Filed2026-05-07

OKE

ONEOK INC NEW

5.41%

Shares12.7K

Event2026-03-31

Filed2026-05-07

REALTY INCOME CORP

New

Shares18.6K

Event2026-03-31

Filed2026-05-07

PHYS

SPROTT ASSET MANAGEMENT LP

-62.52%

Shares31.9K

Event2026-03-31

Filed2026-05-07

ITOT

ISHARES TR

-6.67%

Shares7.9K

Event2026-03-31

Filed2026-05-07

ECL

ECOLAB INC

346.89%

Shares4.1K

Event2026-03-31

Filed2026-05-07

VYMI

VANGUARD WHITEHALL FDS

New

Shares11.5K

Event2026-03-31

Filed2026-05-07

SDVY

FIRST TR EXCHANGE TRADED FD

3.34%

Shares27.3K

Event2026-03-31

Filed2026-05-07

ADM

ARCHER DANIELS MIDLAND CO

1.53%

Shares14.5K

Event2026-03-31

Filed2026-05-07

FEZ

SPDR INDEX SHS FDS

8.57%

Shares16.8K

Event2026-03-31

Filed2026-05-07

SSO

PROSHARES TR

5.28%

Shares20.0K

Event2026-03-31

Filed2026-05-07

JAAA

JANUS DETROIT STR TR

16.66%

Shares20.2K

Event2026-03-31

Filed2026-05-07

TMO

THERMO FISHER SCIENTIFIC INC

48.76%

Shares2.0K

Event2026-03-31

Filed2026-05-07

NVO

NOVO-NORDISK A S

101.83%

Shares26.9K

Event2026-03-31

Filed2026-05-07

AJG

GALLAGHER ARTHUR J & CO

New

Shares4.5K

Event2026-03-31

Filed2026-05-07

LABCORP HOLDINGS INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-07

RSG

REPUBLIC SVCS INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-07

EES

WISDOMTREE TR

New

Shares16.9K

Event2026-03-31

Filed2026-05-07

NOW

SERVICENOW INC

358.77%

Shares9.3K

Event2026-03-31

Filed2026-05-07

ARCC

ARES CAPITAL CORP

85.25%

Shares53.6K

Event2026-03-31

Filed2026-05-07

GDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares26.1K

Event2026-03-31

Filed2026-05-07

AEM

AGNICO EAGLE MINES LTD

-6.92%

Shares4.7K

Event2026-03-31

Filed2026-05-07

IAGG

ISHARES TR

3.31%

Shares19.1K

Event2026-03-31

Filed2026-05-07

IEF

ISHARES TR

45.12%

Shares9.9K

Event2026-03-31

Filed2026-05-07

ORI

OLD REP INTL CORP

8.86%

Shares23.4K

Event2026-03-31

Filed2026-05-07

NEM

NEWMONT CORP

-7.87%

Shares8.5K

Event2026-03-31

Filed2026-05-07

USB

US BANCORP

22.44%

Shares17.6K

Event2026-03-31

Filed2026-05-07

BTI

BRITISH AMERN TOB PLC

3.34%

Shares15.5K

Event2026-03-31

Filed2026-05-07

RDVI

FIRST TR EXCHANGE-TRADED FD

12.87%

Shares35.3K

Event2026-03-31

Filed2026-05-07

DEERE & CO

17.33%

Shares1.6K

Event2026-03-31

Filed2026-05-07

CONSOLIDATED EDISON INC

-0.78%

Shares7.9K

Event2026-03-31

Filed2026-05-07

PSA

PUBLIC STORAGE OPER CO

12.18%

Shares3.3K

Event2026-03-31

Filed2026-05-07

AEE

AMEREN CORP

0.24%

Shares8.0K

Event2026-03-31

Filed2026-05-07

IEI

ISHARES TR

0.08%

Shares7.4K

Event2026-03-31

Filed2026-05-07

AMAT

APPLIED MATLS INC

5.93%

Shares2.5K

Event2026-03-31

Filed2026-05-07

VCIT

VANGUARD SCOTTSDALE FDS

-6.04%

Shares10.5K

Event2026-03-31

Filed2026-05-07

DEM

WISDOMTREE TR

New

Shares17.4K

Event2026-03-31

Filed2026-05-07

SCHM

SCHWAB STRATEGIC TR

1.35%

Shares27.9K

Event2026-03-31

Filed2026-05-07

SLB

SLB LIMITED

1.38%

Shares16.8K

Event2026-03-31

Filed2026-05-07

CSX

CSX CORP

-3.22%

Shares21.0K

Event2026-03-31

Filed2026-05-07

UBER

UBER TECHNOLOGIES INC

91.10%

Shares12.0K

Event2026-03-31

Filed2026-05-07

AZO

AUTOZONE INC

87.50%

Shares255

Event2026-03-31

Filed2026-05-07

VTHR

VANGUARD SCOTTSDALE FDS

New

Shares3.0K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

-1.77%

Shares11.7K

Event2026-03-31

Filed2026-05-07

DFAS

DIMENSIONAL ETF TRUST

-14.40%

Shares12.0K

Event2026-03-31

Filed2026-05-07

YUM

YUM BRANDS INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-07

IXJ

ISHARES TR

0.04%

Shares9.0K

Event2026-03-31

Filed2026-05-07

MTUM

ISHARES TR

5.79%

Shares3.5K

Event2026-03-31

Filed2026-05-07

VMI

VALMONT INDS INC

-1.95%

Shares2.1K

Event2026-03-31

Filed2026-05-07

EOG

EOG RES INC

2.14%

Shares5.7K

Event2026-03-31

Filed2026-05-07

FFIV

F5 INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-07

CLX

CLOROX CO DEL

New

Shares7.8K

Event2026-03-31

Filed2026-05-07

GJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares19.8K

Event2026-03-31

Filed2026-05-07

AEP

AMERICAN ELEC PWR CO INC

12.44%

Shares6.2K

Event2026-03-31

Filed2026-05-07

COLGATE PALMOLIVE CO

24.37%

Shares9.5K

Event2026-03-31

Filed2026-05-07

MINT

PIMCO ETF TR

-31.92%

Shares7.9K

Event2026-03-31

Filed2026-05-07

JPEM

J P MORGAN EXCHANGE TRADED F

New

Shares12.8K

Event2026-03-31

Filed2026-05-07

GPIX

GOLDMAN SACHS ETF TR

8.94%

Shares15.7K

Event2026-03-31

Filed2026-05-07

UAL

UNITED AIRLS HLDGS INC

6.36%

Shares8.5K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

7.15%

Shares3.0K

Event2026-03-31

Filed2026-05-07

CWB

SPDR SERIES TRUST

47.55%

Shares8.5K

Event2026-03-31

Filed2026-05-07

VRTX

VERTEX PHARMACEUTICALS INC

28.14%

Shares1.7K

Event2026-03-31

Filed2026-05-07

BABA

ALIBABA GROUP HLDG LTD

-4.31%

Shares6.2K

Event2026-03-31

Filed2026-05-07

IVLU

ISHARES TR

0.00%

Shares19.3K

Event2026-03-31

Filed2026-05-07

SOUTHERN CO

49.14%

Shares7.9K

Event2026-03-31

Filed2026-05-07

PFF

ISHARES TR

21.00%

Shares25.3K

Event2026-03-31

Filed2026-05-07

AGILENT TECHNOLOGIES INC

New

Shares6.7K

Event2026-03-31

Filed2026-05-07

KOLD

PROSHARES TR II

New

Shares35.0K

Event2026-03-31

Filed2026-05-07

J P MORGAN EXCHANGE TRADED F

-2.49%

Shares8.1K

Event2026-03-31

Filed2026-05-07

SOC

SABLE OFFSHORE CORP

0.00%

Shares45.9K

Event2026-03-31

Filed2026-05-07

HSY

HERSHEY CO

-0.79%

Shares3.6K

Event2026-03-31

Filed2026-05-07

SLV

ISHARES SILVER TR

2.33%

Shares11.1K

Event2026-03-31

Filed2026-05-07

VXF

VANGUARD INDEX FDS

New

Shares3.7K

Event2026-03-31

Filed2026-05-07

SCHI

SCHWAB STRATEGIC TR

7.24%

Shares33.0K

Event2026-03-31

Filed2026-05-07

RIO

RIO TINTO PLC

-3.12%

Shares7.9K

Event2026-03-31

Filed2026-05-07

ITA

ISHARES TR

-31.27%

Shares3.4K

Event2026-03-31

Filed2026-05-07

BMY

BRISTOL-MYERS SQUIBB CO

25.39%

Shares12.2K

Event2026-03-31

Filed2026-05-07

FMUN

FIDELITY MERRIMACK STR TR

19.06%

Shares14.8K

Event2026-03-31

Filed2026-05-07

HAL

HALLIBURTON CO

2.24%

Shares18.7K

Event2026-03-31

Filed2026-05-07

WAT

WATERS CORP

New

Shares2.4K

Event2026-03-31

Filed2026-05-07

EVEREST GROUP LTD

-0.22%

Shares2.2K

Event2026-03-31

Filed2026-05-07

RGLD

ROYAL GOLD INC

5.95%

Shares2.8K

Event2026-03-31

Filed2026-05-07

AXP

AMERICAN EXPRESS CO

-4.03%

Shares2.4K

Event2026-03-31

Filed2026-05-07

BDX

BECTON DICKINSON & CO

330.46%

Shares4.5K

Event2026-03-31

Filed2026-05-07

ISTB

ISHARES TR

2.98%

Shares14.7K

Event2026-03-31

Filed2026-05-07

GPIQ

GOLDMAN SACHS ETF TR

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-07

SCHB

SCHWAB STRATEGIC TR

0.41%

Shares28.2K

Event2026-03-31

Filed2026-05-07

TLTW

ISHARES TR

-12.32%

Shares31.2K

Event2026-03-31

Filed2026-05-07

INTC

INTEL CORP

3.10%

Shares16.0K

Event2026-03-31

Filed2026-05-07

AFL

AFLAC INC

0.09%

Shares6.4K

Event2026-03-31

Filed2026-05-07

FCX

FREEPORT MCMORAN INC

-4.37%

Shares11.9K

Event2026-03-31

Filed2026-05-07

GHYB

GOLDMAN SACHS ETF TR

73.87%

Shares15.6K

Event2026-03-31

Filed2026-05-07

SPHQ

INVESCO EXCHANGE TRADED FD T

3.36%

Shares9.2K

Event2026-03-31

Filed2026-05-07

USHY

ISHARES TR

139.82%

Shares18.8K

Event2026-03-31

Filed2026-05-07

GIGB

GOLDMAN SACHS ETF TR

73.40%

Shares15.1K

Event2026-03-31

Filed2026-05-07

FANG

DIAMONDBACK ENERGY INC

0.17%

Shares3.5K

Event2026-03-31

Filed2026-05-07

FAB

FIRST TR EXCHANGE-TRADED ALP

0.29%

Shares7.3K

Event2026-03-31

Filed2026-05-07

PAVE

GLOBAL X FDS

-22.71%

Shares13.3K

Event2026-03-31

Filed2026-05-07

VMBS

VANGUARD SCOTTSDALE FDS

4.88%

Shares14.4K

Event2026-03-31

Filed2026-05-07

MDYG

SPDR SERIES TRUST

New

Shares7.0K

Event2026-03-31

Filed2026-05-07

ALL

ALLSTATE CORP

4.23%

Shares3.3K

Event2026-03-31

Filed2026-05-07

BSJQ

INVESCO EXCH TRD SLF IDX FD

New

Shares28.9K

Event2026-03-31

Filed2026-05-07

XLF

SELECT SECTOR SPDR TR

-0.56%

Shares13.6K

Event2026-03-31

Filed2026-05-07

AIQ

GLOBAL X FDS

52.57%

Shares14.3K

Event2026-03-31

Filed2026-05-07

DXPE

DXP ENTERPRISES INC

0.13%

Shares4.8K

Event2026-03-31

Filed2026-05-07

TLH

ISHARES TR

5.99%

Shares6.6K

Event2026-03-31

Filed2026-05-07

AXON

AXON ENTERPRISE INC

9.92%

Shares1.6K

Event2026-03-31

Filed2026-05-07

NOC

NORTHROP GRUMMAN CORP

0.94%

Shares965

Event2026-03-31

Filed2026-05-07

PAA

PLAINS ALL AMERN PIPELINE L

5.35%

Shares29.4K

Event2026-03-31

Filed2026-05-07

ARISTA NETWORKS INC

191.50%

Shares5.3K

Event2026-03-31

Filed2026-05-07

TMUS

T-MOBILE US INC

18.41%

Shares3.1K

Event2026-03-31

Filed2026-05-07

USMV

ISHARES TR

-4.59%

Shares6.9K

Event2026-03-31

Filed2026-05-07

SPGI

S&P GLOBAL INC

145.37%

Shares1.5K

Event2026-03-31

Filed2026-05-07

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-07

MSI

MOTOROLA SOLUTIONS INC

55.03%

Shares1.5K

Event2026-03-31

Filed2026-05-07

ICE

INTERCONTINENTAL EXCHANGE IN

140.62%

Shares4.0K

Event2026-03-31

Filed2026-05-07

FSLR

FIRST SOLAR INC

-3.98%

Shares3.2K

Event2026-03-31

Filed2026-05-07

FDLO

FIDELITY COVINGTON TRUST

2.65%

Shares9.8K

Event2026-03-31

Filed2026-05-07

CHRW

C H ROBINSON WORLDWIDE IN

4.59%

Shares3.8K

Event2026-03-31

Filed2026-05-07

FDX

FEDEX CORP

9.03%

Shares1.7K

Event2026-03-31

Filed2026-05-07

SUSB

ISHARES TR

0.74%

Shares24.4K

Event2026-03-31

Filed2026-05-07

TLT

ISHARES TR

0.07%

Shares7.0K

Event2026-03-31

Filed2026-05-07

CHUBB LTD SWITZ

8.66%

Shares1.9K

Event2026-03-31

Filed2026-05-07

NDAQ

NASDAQ INC

160.93%

Shares7.1K

Event2026-03-31

Filed2026-05-07

PNC

PNC FINL SVCS GROUP INC

17.60%

Shares2.9K

Event2026-03-31

Filed2026-05-07

IDEF

BLACKROCK ETF TRUST

New

Shares18.2K

Event2026-03-31

Filed2026-05-07

FLOT

ISHARES TR

-14.88%

Shares11.6K

Event2026-03-31

Filed2026-05-07

XLP

SELECT SECTOR SPDR TR

0.75%

Shares7.1K

Event2026-03-31

Filed2026-05-07

NXPI

NXP SEMICONDUCTORS N V

-4.32%

Shares2.9K

Event2026-03-31

Filed2026-05-07

SEPW

AIM ETF PRODUCTS TRUST

0.00%

Shares18.3K

Event2026-03-31

Filed2026-05-07

PRU

PRUDENTIAL FINL INC

-4.67%

Shares5.8K

Event2026-03-31

Filed2026-05-07

PARKER-HANNIFIN CORP

33.12%

Shares631

Event2026-03-31

Filed2026-05-07

AON PLC

4.60%

Shares1.8K

Event2026-03-31

Filed2026-05-07

ARKK

ARK ETF TR

-0.23%

Shares8.2K

Event2026-03-31

Filed2026-05-07

FAST

FASTENAL CO

120.08%

Shares12.0K

Event2026-03-31

Filed2026-05-07

AVUV

AMERICAN CENTY ETF TR

-5.61%

Shares5.0K

Event2026-03-31

Filed2026-05-07

VEEV

VEEVA SYS INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-07

TRV

TRAVELERS COMPANIES INC

78.31%

Shares1.9K

Event2026-03-31

Filed2026-05-07

CGMU

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-07

DHR

DANAHER CORP DEL

-3.64%

Shares2.9K

Event2026-03-31

Filed2026-05-07

DLN

WISDOMTREE TR

New

Shares6.0K

Event2026-03-31

Filed2026-05-07

LNT

ALLIANT ENERGY CORP

New

Shares7.5K

Event2026-03-31

Filed2026-05-07

IJT

ISHARES TR

-0.48%

Shares3.7K

Event2026-03-31

Filed2026-05-07

VNQ

VANGUARD INDEX FDS

90.43%

Shares6.0K

Event2026-03-31

Filed2026-05-07

IBDT

ISHARES TR

122.00%

Shares20.9K

Event2026-03-31

Filed2026-05-07

ADI

ANALOG DEVICES INC

-2.98%

Shares1.7K

Event2026-03-31

Filed2026-05-07

AVUS

AMERICAN CENTY ETF TR

New

Shares4.7K

Event2026-03-31

Filed2026-05-07

XLV

SELECT SECTOR SPDR TR

-5.72%

Shares3.5K

Event2026-03-31

Filed2026-05-07

MMM

3M CO

-3.74%

Shares3.6K

Event2026-03-31

Filed2026-05-07

ISRG

INTUITIVE SURGICAL INC

24.33%

Shares1.1K

Event2026-03-31

Filed2026-05-07

MUSA

MURPHY USA INC

4.72%

Shares1.0K

Event2026-03-31

Filed2026-05-07

SPVU

INVESCO EXCH TRADED FD TR II

-1.59%

Shares8.7K

Event2026-03-31

Filed2026-05-07

LHX

L3HARRIS TECHNOLOGIES INC

4.57%

Shares1.5K

Event2026-03-31

Filed2026-05-07

ENB

ENBRIDGE INC

5.66%

Shares9.4K

Event2026-03-31

Filed2026-05-07

GOLDMAN SACHS GROUP INC

40.28%

Shares599

Event2026-03-31

Filed2026-05-07

RCL

ROYAL CARIBBEAN GROUP

4.35%

Shares1.8K

Event2026-03-31

Filed2026-05-07

SMLF

ISHARES TR

0.79%

Shares6.6K

Event2026-03-31

Filed2026-05-07

FLY

FIREFLY AEROSPACE INC

New

Shares17.6K

Event2026-03-31

Filed2026-05-07

VSS

VANGUARD INTL EQUITY INDEX F

-0.44%

Shares3.4K

Event2026-03-31

Filed2026-05-07

IMKTA

INGLES MKTS INC

-2.27%

Shares5.5K

Event2026-03-31

Filed2026-05-07

DFAC

DIMENSIONAL ETF TRUST

0.63%

Shares12.7K

Event2026-03-31

Filed2026-05-07

ADP

AUTOMATIC DATA PROCESSING IN

64.42%

Shares2.4K

Event2026-03-31

Filed2026-05-07

GDX

VANECK ETF TRUST

-32.25%

Shares5.3K

Event2026-03-31

Filed2026-05-07

BSM

BLACK STONE MINERALS L P

6.67%

Shares32.0K

Event2026-03-31

Filed2026-05-07

WSO

WATSCO INC

26.45%

Shares1.3K

Event2026-03-31

Filed2026-05-07

DGRS

WISDOMTREE TR

New

Shares9.1K

Event2026-03-31

Filed2026-05-07

CVS

CVS HEALTH CORP

2.36%

Shares6.7K

Event2026-03-31

Filed2026-05-07

GAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-07

ITW

ILLINOIS TOOL WKS INC

4.32%

Shares1.8K

Event2026-03-31

Filed2026-05-07

SVOL

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares31.1K

Event2026-03-31

Filed2026-05-07

TRGP

TARGA RES CORP

2.04%

Shares1.9K

Event2026-03-31

Filed2026-05-07

DOW

DOW HLDGS INC

2.72%

Shares11.4K

Event2026-03-31

Filed2026-05-07

YMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares17.3K

Event2026-03-31

Filed2026-05-07

RSPH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-07

HCA

HCA HEALTHCARE INC

9.49%

Shares992

Event2026-03-31

Filed2026-05-07

IEV

ISHARES TR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-07

IBTH

ISHARES TR

94.30%

Shares20.5K

Event2026-03-31

Filed2026-05-07

GLDM

WORLD GOLD TR

-58.12%

Shares4.9K

Event2026-03-31

Filed2026-05-07

CRWD

CROWDSTRIKE HLDGS INC

20.49%

Shares1.2K

Event2026-03-31

Filed2026-05-07

RSSE

FIRST TR EXCHNG TRADED FD VI

5.71%

Shares21.2K

Event2026-03-31

Filed2026-05-07

LYB

LYONDELLBASELL INDUSTRIES NV

-11.14%

Shares5.7K

Event2026-03-31

Filed2026-05-07

FSTA

FIDELITY COVINGTON TRUST

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-07

EVERSOURCE ENERGY

-2.81%

Shares6.5K

Event2026-03-31

Filed2026-05-07

SUN

SUNOCO LP/SUNOCO FIN CORP

5.27%

Shares6.9K

Event2026-03-31

Filed2026-05-07

SHY

ISHARES TR

28.84%

Shares5.4K

Event2026-03-31

Filed2026-05-07

KLAC

KLA CORP

34.22%

Shares302

Event2026-03-31

Filed2026-05-07

NFJ

VIRTUS DIVIDEND INTEREST & P

16.73%

Shares35.0K

Event2026-03-31

Filed2026-05-07

ETHT

PROSHARES TR

0.00%

Shares29.3K

Event2026-03-31

Filed2026-05-07

LQD

ISHARES TR

-1.70%

Shares4.0K

Event2026-03-31

Filed2026-05-07

PKG

PACKAGING CORP AMER

19.73%

Shares2.0K

Event2026-03-31

Filed2026-05-07

BHP

BHP BILLITON LIMITED

-22.11%

Shares5.9K

Event2026-03-31

Filed2026-05-07

TGT

TARGET CORP

9.28%

Shares3.5K

Event2026-03-31

Filed2026-05-07

JSCP

J P MORGAN EXCHANGE TRADED F

New

Shares9.0K

Event2026-03-31

Filed2026-05-07

SHOP

SHOPIFY INC

25.56%

Shares3.6K

Event2026-03-31

Filed2026-05-07

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares2.1K

Event2026-03-31

Filed2026-05-07

INTU

INTUIT

52.61%

Shares963

Event2026-03-31

Filed2026-05-07

TCHP

T ROWE PRICE ETF INC

New

Shares9.3K

Event2026-03-31

Filed2026-05-07

FFIN

FIRST FINL BANKSHARES INC

-0.79%

Shares14.0K

Event2026-03-31

Filed2026-05-07

DRI

DARDEN RESTAURANTS INC

20.71%

Shares2.1K

Event2026-03-31

Filed2026-05-07

IBTI

ISHARES TR

New

Shares18.4K

Event2026-03-31

Filed2026-05-07

BIL

SPDR SERIES TRUST

-33.17%

Shares4.4K

Event2026-03-31

Filed2026-05-07

GSST

GOLDMAN SACHS ETF TR

-19.24%

Shares8.0K

Event2026-03-31

Filed2026-05-07

YDEC

FIRST TR EXCHNG TRADED FD VI

12.55%

Shares15.4K

Event2026-03-31

Filed2026-05-07

JCI

JOHNSON CONTROLS INTERNATION

-3.09%

Shares3.1K

Event2026-03-31

Filed2026-05-07

PULS

PGIM ETF TR

-46.01%

Shares8.1K

Event2026-03-31

Filed2026-05-07

BANK NEW YORK MELLON CORP

16.97%

Shares3.4K

Event2026-03-31

Filed2026-05-07

YJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-07

JTEK

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-07

FTBD

FIDELITY MERRIMACK STR TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-07

BSX

BOSTON SCIENTIFIC CORP

12.48%

Shares6.3K

Event2026-03-31

Filed2026-05-07

IBDS

ISHARES TR

New

Shares16.2K

Event2026-03-31

Filed2026-05-07

IYG

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-07

ARES

ARES MANAGEMENT CORPORATION

New

Shares3.5K

Event2026-03-31

Filed2026-05-07

ONEQ

FIDELITY COMWLTH TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-07

SPG

SIMON PPTY GROUP INC NEW

11.60%

Shares2.1K

Event2026-03-31

Filed2026-05-07

BUD

ANHEUSER BUSCH INBEV SA NV

-1.72%

Shares5.5K

Event2026-03-31

Filed2026-05-07

INVESCO EXCH TRADED FD TR II

-3.20%

Shares5.4K

Event2026-03-31

Filed2026-05-07

HYG

ISHARES TR

-6.43%

Shares4.7K

Event2026-03-31

Filed2026-05-07

ASTRAZENECA PLC

New

Shares1.9K

Event2026-03-31

Filed2026-05-07

WELL

WELLTOWER INC

11.24%

Shares1.9K

Event2026-03-31

Filed2026-05-07

BUNGE GLOBAL SA

8.10%

Shares2.9K

Event2026-03-31

Filed2026-05-07

STRV

EA SERIES TRUST

New

Shares8.7K

Event2026-03-31

Filed2026-05-07

POWL

POWELL INDS INC

-10.04%

Shares672

Event2026-03-31

Filed2026-05-07

NVBW

AIM ETF PRODUCTS TRUST

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-07

VTES

VANGUARD WELLINGTON FD

-21.78%

Shares3.6K

Event2026-03-31

Filed2026-05-07

IBB

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-07

PWR

QUANTA SVCS INC

25.24%

Shares660

Event2026-03-31

Filed2026-05-07

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION5.0K sharesnew addition2026-03-312026-05-07

ALPHABET INC Call CallALPHABET INC2.3K sharesnew addition2026-03-312026-05-07

META Call CallMETA PLATFORMS INC1.0K sharesnew addition2026-03-312026-05-07

MSFT Call CallMICROSOFT CORP1.0K sharesnew addition2026-03-312026-05-07

APP Call CallAPPLOVIN CORP400 sharesnew addition2026-03-312026-05-07

IVV Call CallISHARES TR200 sharesnew addition2026-03-312026-05-07

DELL Call CallDELL TECHNOLOGIES INC700 sharesnew addition2026-03-312026-05-07

EFA Call CallISHARES TR900 sharesnew addition2026-03-312026-05-07

VTV Call CallVANGUARD INDEX FDS300 sharesnew addition2026-03-312026-05-07

GLD Call CallSPDR GOLD TR100 sharesnew addition2026-03-312026-05-07

SLV Call CallISHARES SILVER TR500 sharesnew addition2026-03-312026-05-07

IJH Call CallISHARES TR400 sharesnew addition2026-03-312026-05-07

NVDA Call

NVIDIA CORPORATION

New

Shares5.0K

Event2026-03-31

Filed2026-05-07

ALPHABET INC Call

ALPHABET INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-07

META Call

META PLATFORMS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

MSFT Call

MICROSOFT CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

APP Call

APPLOVIN CORP

New

Shares400

Event2026-03-31

Filed2026-05-07

IVV Call

ISHARES TR

New

Shares200

Event2026-03-31

Filed2026-05-07

DELL Call

DELL TECHNOLOGIES INC

New

Shares700

Event2026-03-31

Filed2026-05-07

EFA Call

ISHARES TR

New

Shares900

Event2026-03-31

Filed2026-05-07

VTV Call

VANGUARD INDEX FDS

New

Shares300

Event2026-03-31

Filed2026-05-07

GLD Call

SPDR GOLD TR

New

Shares100

Event2026-03-31

Filed2026-05-07

SLV Call

ISHARES SILVER TR

New

Shares500

Event2026-03-31

Filed2026-05-07

IJH Call

ISHARES TR

New

Shares400

Event2026-03-31

Filed2026-05-07

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T6.1K sharesnew addition2026-03-312026-05-07

NVDA Put PutNVIDIA CORPORATION100 sharesnew addition2026-03-312026-05-07

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares6.1K

Event2026-03-31

Filed2026-05-07

NVDA Put

NVIDIA CORPORATION

New

Shares100

Event2026-03-31

Filed2026-05-07