The Analysis of Avior Wealth Management, LLC's Holdings & P&L


Currently, Avior Wealth Management, LLC holds 825 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in TLT (+309.0K shares, valued at $26.8M), AGG (+267.4K shares, valued at $26.5M), BALI (+712.6K shares, valued at $22.0M); decreased their positions in IMCG (-179.6K shares, valued at $14.1M), SPEM (-157.1K shares, valued at $7.4M), VB (-24.8K shares, valued at $6.5M); initiated new positions in BALI (+712.6K shares, valued at $22.0M), VGK (+130.1K shares, valued at $10.7M), IXG (+92.2K shares, valued at $10.5M).


1M P&L
+90.3M+2.60%
3M P&L
-1.0B-22.21%
HY P&L
-869.9M-19.60%

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/A2.7B
81.0%
2Semiconductors71.0M
2.1%
3Consumer Electronics50.8M
1.5%

Top Industries by Stock Count

1N/A385 stocks
49.5%
2Software - Infrastructure15 stocks
1.9%
3Asset Management15 stocks
1.9%
Stock Holdings
VUG
VANGUARD INDEX FDS
-2.65%
Shares435.4K
Event2026-03-31
Filed2026-04-09
DGRO
ISHARES TR
-0.42%
Shares1.9M
Event2026-03-31
Filed2026-04-09
VOE
VANGUARD INDEX FDS
-2.33%
Shares528.2K
Event2026-03-31
Filed2026-04-09
VOT
VANGUARD INDEX FDS
2.39%
Shares357.5K
Event2026-03-31
Filed2026-04-09
JAVA
J P MORGAN EXCHANGE TRADED F
-4.16%
Shares978.1K
Event2026-03-31
Filed2026-04-09
JGRO
J P MORGAN EXCHANGE TRADED F
-1.82%
Shares793.1K
Event2026-03-31
Filed2026-04-09
IVV
ISHARES TR
-5.41%
Shares86.8K
Event2026-03-31
Filed2026-04-09
BND
VANGUARD BD INDEX FDS
49.33%
Shares730.4K
Event2026-03-31
Filed2026-04-09
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.20%
Shares109.0K
Event2026-03-31
Filed2026-04-09
AAPL
APPLE INC
8.85%
Shares198.4K
Event2026-03-31
Filed2026-04-09
BSCT
INVESCO EXCH TRD SLF IDX FD
-0.59%
Shares2.6M
Event2026-03-31
Filed2026-04-09
VANGUARD INDEX FDS
VANGUARD INDEX FDS
5.18%
Shares77.0K
Event2026-03-31
Filed2026-04-09
NVDA
NVIDIA CORPORATION
5.81%
Shares263.4K
Event2026-03-31
Filed2026-04-09
BSCV
INVESCO EXCH TRD SLF IDX FD
-0.95%
Shares2.7M
Event2026-03-31
Filed2026-04-09
BSCR
INVESCO EXCH TRD SLF IDX FD
-7.36%
Shares2.2M
Event2026-03-31
Filed2026-04-09
SPYV
SPDR SERIES TRUST
7.11%
Shares738.8K
Event2026-03-31
Filed2026-04-09
VEA
VANGUARD TAX-MANAGED FDS
3.68%
Shares642.0K
Event2026-03-31
Filed2026-04-09
VTV
VANGUARD INDEX FDS
3.09%
Shares208.5K
Event2026-03-31
Filed2026-04-09
VBK
VANGUARD INDEX FDS
-1.54%
Shares131.0K
Event2026-03-31
Filed2026-04-09
IMCG
ISHARES TR
-28.71%
Shares446.1K
Event2026-03-31
Filed2026-04-09
XMVM
INVESCO EXCHANGE TRADED FD T
3.50%
Shares525.7K
Event2026-03-31
Filed2026-04-09
VB
VANGUARD INDEX FDS
-16.13%
Shares129.1K
Event2026-03-31
Filed2026-04-09
BIV
VANGUARD BD INDEX FDS
3.08%
Shares434.6K
Event2026-03-31
Filed2026-04-09
SMIZ
ZACKS TRUST
30.27%
Shares888.0K
Event2026-03-31
Filed2026-04-09
AVUV
AMERICAN CENTY ETF TR
-4.50%
Shares279.6K
Event2026-03-31
Filed2026-04-09
SPY
STATE STR SPDR S&P 500 ETF T
15.68%
Shares46.7K
Event2026-03-31
Filed2026-04-09
BSV
VANGUARD BD INDEX FDS
3.07%
Shares377.0K
Event2026-03-31
Filed2026-04-09
VEU
VANGUARD INTL EQUITY INDEX F
-1.09%
Shares392.3K
Event2026-03-31
Filed2026-04-09
AGG
ISHARES TR
1022.10%
Shares293.5K
Event2026-03-31
Filed2026-04-09
TLT
ISHARES TR
8213.18%
Shares312.7K
Event2026-03-31
Filed2026-04-09
SPSM
SPDR SERIES TRUST
1.77%
Shares550.0K
Event2026-03-31
Filed2026-04-09
SCHP
SCHWAB STRATEGIC TR
7.50%
Shares982.9K
Event2026-03-31
Filed2026-04-09
IVW
ISHARES TR
4.15%
Shares230.8K
Event2026-03-31
Filed2026-04-09
SCHO
SCHWAB STRATEGIC TR
7.55%
Shares1.1M
Event2026-03-31
Filed2026-04-09
GLD
SPDR GOLD TR
145.30%
Shares58.7K
Event2026-03-31
Filed2026-04-09
BNDX
VANGUARD CHARLOTTE FDS
7.71%
Shares522.8K
Event2026-03-31
Filed2026-04-09
MUB
ISHARES TR
-12.98%
Shares220.2K
Event2026-03-31
Filed2026-04-09
MSFT
MICROSOFT CORP
15.16%
Shares62.0K
Event2026-03-31
Filed2026-04-09
VCIT
VANGUARD SCOTTSDALE FDS
1.45%
Shares277.0K
Event2026-03-31
Filed2026-04-09
BALI
BLACKROCK ETF TRUST
New
Shares712.6K
Event2026-03-31
Filed2026-04-09
SCHB
SCHWAB STRATEGIC TR
2.05%
Shares863.4K
Event2026-03-31
Filed2026-04-09
MGV
VANGUARD WORLD FD
-22.43%
Shares148.7K
Event2026-03-31
Filed2026-04-09
VBR
VANGUARD INDEX FDS
0.42%
Shares94.0K
Event2026-03-31
Filed2026-04-09
AMZN
AMAZON COM INC
10.74%
Shares96.7K
Event2026-03-31
Filed2026-04-09
MGK
VANGUARD WORLD FD
-6.56%
Shares54.2K
Event2026-03-31
Filed2026-04-09
DFAE
DIMENSIONAL ETF TRUST
2.46%
Shares563.0K
Event2026-03-31
Filed2026-04-09
VYM
VANGUARD WHITEHALL FDS
-9.63%
Shares125.3K
Event2026-03-31
Filed2026-04-09
VWO
VANGUARD INTL EQUITY INDEX F
-1.21%
Shares340.2K
Event2026-03-31
Filed2026-04-09
SPMD
SPDR SERIES TRUST
4.26%
Shares286.4K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
ALPHABET INC
3.01%
Shares56.9K
Event2026-03-31
Filed2026-04-09
IVOV
VANGUARD ADMIRAL FDS INC
5.15%
Shares158.5K
Event2026-03-31
Filed2026-04-09
FLOT
ISHARES TR
-14.12%
Shares311.2K
Event2026-03-31
Filed2026-04-09
HEGD
LISTED FDS TR
2.02%
Shares576.1K
Event2026-03-31
Filed2026-04-09
HYLB
DBX ETF TR
6.49%
Shares387.6K
Event2026-03-31
Filed2026-04-09
SCHG
SCHWAB STRATEGIC TR
188.48%
Shares477.2K
Event2026-03-31
Filed2026-04-09
QQQM
INVESCO EXCH TRADED FD TR II
0.14%
Shares57.3K
Event2026-03-31
Filed2026-04-09
INVESCO QQQ TR
INVESCO QQQ TR
14.82%
Shares23.4K
Event2026-03-31
Filed2026-04-09
ALPHABET INC
ALPHABET INC
3.21%
Shares46.7K
Event2026-03-31
Filed2026-04-09
AVDV
AMERICAN CENTY ETF TR
548.72%
Shares132.0K
Event2026-03-31
Filed2026-04-09
VTI
VANGUARD INDEX FDS
3.17%
Shares41.1K
Event2026-03-31
Filed2026-04-09
META
META PLATFORMS INC
1.84%
Shares22.8K
Event2026-03-31
Filed2026-04-09
SCHD
SCHWAB STRATEGIC TR
1.27%
Shares417.2K
Event2026-03-31
Filed2026-04-09
BA
BOEING CO
-0.08%
Shares64.2K
Event2026-03-31
Filed2026-04-09
VO
VANGUARD INDEX FDS
-16.41%
Shares46.0K
Event2026-03-31
Filed2026-04-09
MU
MICRON TECHNOLOGY INC
15.17%
Shares36.1K
Event2026-03-31
Filed2026-04-09
VIOV
VANGUARD ADMIRAL FDS INC
2.75%
Shares118.4K
Event2026-03-31
Filed2026-04-09
SCHV
SCHWAB STRATEGIC TR
2568.68%
Shares386.9K
Event2026-03-31
Filed2026-04-09
BROADCOM INC
BROADCOM INC
5.33%
Shares38.0K
Event2026-03-31
Filed2026-04-09
SCHM
SCHWAB STRATEGIC TR
11.76%
Shares376.9K
Event2026-03-31
Filed2026-04-09
IGSB
ISHARES TR
0.17%
Shares214.3K
Event2026-03-31
Filed2026-04-09
VXUS
VANGUARD STAR FDS
5.44%
Shares144.4K
Event2026-03-31
Filed2026-04-09
HELO
J P MORGAN EXCHANGE TRADED F
1.09%
Shares172.4K
Event2026-03-31
Filed2026-04-09
SMH
VANECK ETF TRUST
606.17%
Shares28.7K
Event2026-03-31
Filed2026-04-09
XOM
EXXON MOBIL CORP
5.68%
Shares63.9K
Event2026-03-31
Filed2026-04-09
VGK
VANGUARD INTL EQUITY INDEX F
New
Shares130.1K
Event2026-03-31
Filed2026-04-09
ABBV
ABBVIE INC
-2.61%
Shares49.3K
Event2026-03-31
Filed2026-04-09
IXG
ISHARES TR
New
Shares92.2K
Event2026-03-31
Filed2026-04-09
VWOB
VANGUARD WHITEHALL FDS
6.83%
Shares159.8K
Event2026-03-31
Filed2026-04-09
EFG
ISHARES TR
1.35%
Shares92.7K
Event2026-03-31
Filed2026-04-09
DYNF
BLACKROCK ETF TRUST
685.84%
Shares175.2K
Event2026-03-31
Filed2026-04-09
JPM
JPMORGAN CHASE & CO
4.44%
Shares34.6K
Event2026-03-31
Filed2026-04-09
VNQ
VANGUARD INDEX FDS
0.90%
Shares114.1K
Event2026-03-31
Filed2026-04-09
TSLA
TESLA INC
9.93%
Shares26.5K
Event2026-03-31
Filed2026-04-09
AIA
ISHARES TR
New
Shares91.5K
Event2026-03-31
Filed2026-04-09
JEPQ
J P MORGAN EXCHANGE TRADED F
49.23%
Shares168.4K
Event2026-03-31
Filed2026-04-09
EFA
ISHARES TR
199.84%
Shares94.5K
Event2026-03-31
Filed2026-04-09
CGDV
CAPITAL GROUP DIVIDEND VALUE
307.70%
Shares202.1K
Event2026-03-31
Filed2026-04-09
SCHH
SCHWAB STRATEGIC TR
6.35%
Shares397.4K
Event2026-03-31
Filed2026-04-09
GLDM
WORLD GOLD TR
-2.30%
Shares91.2K
Event2026-03-31
Filed2026-04-09
DBL
DOUBLELINE OPPORTUNISTIC CR
New
Shares574.0K
Event2026-03-31
Filed2026-04-09
BSJQ
INVESCO EXCH TRD SLF IDX FD
2.19%
Shares358.7K
Event2026-03-31
Filed2026-04-09
ORCL
ORACLE CORP
-8.99%
Shares54.4K
Event2026-03-31
Filed2026-04-09
SCHZ
SCHWAB STRATEGIC TR
5.15%
Shares336.4K
Event2026-03-31
Filed2026-04-09
XLP
SELECT SECTOR SPDR TR
1350.07%
Shares94.4K
Event2026-03-31
Filed2026-04-09
PDI
PIMCO DYNAMIC INCOME FD
New
Shares450.7K
Event2026-03-31
Filed2026-04-09
DFAI
DIMENSIONAL ETF TRUST
-7.00%
Shares197.6K
Event2026-03-31
Filed2026-04-09
WPC
WP CAREY INC
New
Shares113.0K
Event2026-03-31
Filed2026-04-09
FDL
FIRST TR EXCHANGE-TRADED FD
1505.45%
Shares148.9K
Event2026-03-31
Filed2026-04-09
UNP
UNION PAC CORP
-4.00%
Shares31.0K
Event2026-03-31
Filed2026-04-09
SPYG
SPDR SERIES TRUST
14.07%
Shares75.8K
Event2026-03-31
Filed2026-04-09
CAT
CATERPILLAR INC
180.82%
Shares10.1K
Event2026-03-31
Filed2026-04-09
VSS
VANGUARD INTL EQUITY INDEX F
-0.55%
Shares48.7K
Event2026-03-31
Filed2026-04-09
JNJ
JOHNSON & JOHNSON
-8.27%
Shares28.9K
Event2026-03-31
Filed2026-04-09
USRT
ISHARES TR
4.28%
Shares117.5K
Event2026-03-31
Filed2026-04-09
COST
COSTCO WHOLESALE CORPORATION
13.97%
Shares7.0K
Event2026-03-31
Filed2026-04-09
ITOT
ISHARES TR
0.11%
Shares48.4K
Event2026-03-31
Filed2026-04-09
SPDW
SPDR INDEX SHS FDS
0.07%
Shares150.2K
Event2026-03-31
Filed2026-04-09
JEPI
J P MORGAN EXCHANGE TRADED F
101.00%
Shares120.7K
Event2026-03-31
Filed2026-04-09
RDVY
FIRST TR EXCHANGE TRADED FD
310.12%
Shares99.7K
Event2026-03-31
Filed2026-04-09
SLYV
SPDR SERIES TRUST
-9.05%
Shares69.2K
Event2026-03-31
Filed2026-04-09
CITIGROUP INC
CITIGROUP INC
1.75%
Shares56.9K
Event2026-03-31
Filed2026-04-09
GS
GOLDMAN SACHS GROUP INC
-0.37%
Shares7.6K
Event2026-03-31
Filed2026-04-09
EWP
ISHARES INC
New
Shares116.3K
Event2026-03-31
Filed2026-04-09
DFIV
DIMENSIONAL ETF TRUST
1.23%
Shares118.2K
Event2026-03-31
Filed2026-04-09
MDYV
SPDR SERIES TRUST
-0.04%
Shares73.2K
Event2026-03-31
Filed2026-04-09
FTGS
FIRST TR EXCHANGE-TRADED FD
New
Shares182.6K
Event2026-03-31
Filed2026-04-09
LMBS
FIRST TR EXCHANGE-TRADED FD
New
Shares124.7K
Event2026-03-31
Filed2026-04-09
IJH
ISHARES TR
5.33%
Shares88.9K
Event2026-03-31
Filed2026-04-09
MMIT
NEW YORK LIFE INVTS ACTIVE E
New
Shares242.5K
Event2026-03-31
Filed2026-04-09
XLK
SELECT SECTOR SPDR TR
14.73%
Shares43.9K
Event2026-03-31
Filed2026-04-09
DIS
DISNEY WALT CO
8.24%
Shares60.2K
Event2026-03-31
Filed2026-04-09
CSCO
CISCO SYS INC
3.83%
Shares73.9K
Event2026-03-31
Filed2026-04-09
FTCB
FIRST TR EXCHANGE-TRADED FD
New
Shares268.8K
Event2026-03-31
Filed2026-04-09
LLY
ELI LILLY & CO
11.27%
Shares6.1K
Event2026-03-31
Filed2026-04-09
HYDB
ISHARES TR
-45.22%
Shares119.3K
Event2026-03-31
Filed2026-04-09
VNQI
VANGUARD INTL EQUITY INDEX F
5.95%
Shares124.0K
Event2026-03-31
Filed2026-04-09
VV
VANGUARD INDEX FDS
-8.71%
Shares18.3K
Event2026-03-31
Filed2026-04-09
VGSH
VANGUARD SCOTTSDALE FDS
81.24%
Shares93.1K
Event2026-03-31
Filed2026-04-09
TOTL
SSGA ACTIVE ETF TR
New
Shares135.2K
Event2026-03-31
Filed2026-04-09
SIVR
ABRDN SILVER ETF TRUST
-37.29%
Shares74.9K
Event2026-03-31
Filed2026-04-09
EEM
ISHARES TR
1481.36%
Shares93.8K
Event2026-03-31
Filed2026-04-09
BSMT
INVESCO EXCH TRD SLF IDX FD
13.80%
Shares229.7K
Event2026-03-31
Filed2026-04-09
HD
HOME DEPOT INC
-0.41%
Shares16.1K
Event2026-03-31
Filed2026-04-09
WMT
WALMART INC
12.47%
Shares41.3K
Event2026-03-31
Filed2026-04-09
IJR
ISHARES TR
-3.46%
Shares41.0K
Event2026-03-31
Filed2026-04-09
MA
MASTERCARD INCORPORATED
2.12%
Shares10.0K
Event2026-03-31
Filed2026-04-09
KR
KROGER CO
2.12%
Shares69.2K
Event2026-03-31
Filed2026-04-09
AXP
AMERICAN EXPRESS CO
-0.22%
Shares16.4K
Event2026-03-31
Filed2026-04-09
CVX
CHEVRON CORPORATION
11.81%
Shares23.7K
Event2026-03-31
Filed2026-04-09
JCPI
J P MORGAN EXCHANGE TRADED F
5.09%
Shares100.7K
Event2026-03-31
Filed2026-04-09
IWB
ISHARES TR
-15.05%
Shares13.8K
Event2026-03-31
Filed2026-04-09
IWF
ISHARES TR
2.53%
Shares11.2K
Event2026-03-31
Filed2026-04-09
ISHARES GOLD TR
ISHARES GOLD TR
15.26%
Shares53.8K
Event2026-03-31
Filed2026-04-09
AVXC
AMERICAN CENTY ETF TR
-3.90%
Shares70.0K
Event2026-03-31
Filed2026-04-09
OKE
ONEOK INC NEW
2.69%
Shares52.3K
Event2026-03-31
Filed2026-04-09
SPTM
SPDR SERIES TRUST
10.96%
Shares59.2K
Event2026-03-31
Filed2026-04-09
BSMV
INVESCO EXCH TRD SLF IDX FD
28.08%
Shares223.1K
Event2026-03-31
Filed2026-04-09
SPAB
SPDR SERIES TRUST
0.05%
Shares178.5K
Event2026-03-31
Filed2026-04-09
WFC
WELLS FARGO & CO
9.45%
Shares57.4K
Event2026-03-31
Filed2026-04-09
V
VISA INC
-0.99%
Shares15.0K
Event2026-03-31
Filed2026-04-09
IMCV
ISHARES TR
247.81%
Shares53.2K
Event2026-03-31
Filed2026-04-09
VRP
INVESCO EXCH TRADED FD TR II
New
Shares187.7K
Event2026-03-31
Filed2026-04-09
IEFA
ISHARES TR
-7.68%
Shares49.7K
Event2026-03-31
Filed2026-04-09
FENI
FIDELITY COVINGTON TRUST
-39.16%
Shares120.1K
Event2026-03-31
Filed2026-04-09
MCD
MCDONALDS CORP
2.37%
Shares14.2K
Event2026-03-31
Filed2026-04-09
KMI
KINDER MORGAN INC DEL
1.05%
Shares128.9K
Event2026-03-31
Filed2026-04-09
GEV
GE VERNOVA INC
5.97%
Shares5.0K
Event2026-03-31
Filed2026-04-09
BSMR
INVESCO EXCH TRD SLF IDX FD
-4.54%
Shares182.5K
Event2026-03-31
Filed2026-04-09
NFLX
NETFLIX INC.
-3.09%
Shares44.4K
Event2026-03-31
Filed2026-04-09
JPIB
J P MORGAN EXCHANGE TRADED F
New
Shares89.0K
Event2026-03-31
Filed2026-04-09
SCHA
SCHWAB STRATEGIC TR
185.83%
Shares145.7K
Event2026-03-31
Filed2026-04-09
SCHF
SCHWAB STRATEGIC TR
16.39%
Shares167.9K
Event2026-03-31
Filed2026-04-09
ABT
ABBOTT LABORATORIES
-5.39%
Shares40.5K
Event2026-03-31
Filed2026-04-09
DFEM
DIMENSIONAL ETF TRUST
2.67%
Shares120.1K
Event2026-03-31
Filed2026-04-09
FCX
FREEPORT MCMORAN INC
-0.81%
Shares69.2K
Event2026-03-31
Filed2026-04-09
BINV
2023 ETF SERIES TRUST
155.37%
Shares97.7K
Event2026-03-31
Filed2026-04-09
IWY
ISHARES TR
-3.25%
Shares15.9K
Event2026-03-31
Filed2026-04-09
FTCS
FIRST TR EXCHANGE-TRADED FD
0.02%
Shares42.3K
Event2026-03-31
Filed2026-04-09
ADP
AUTOMATIC DATA PROCESSING IN
58.68%
Shares19.2K
Event2026-03-31
Filed2026-04-09
PG
PROCTER & GAMBLE CO
-0.67%
Shares27.1K
Event2026-03-31
Filed2026-04-09
BAC
BANK AMERICA CORP
-1.53%
Shares78.1K
Event2026-03-31
Filed2026-04-09
FIIG
FIRST TR EXCHANGE-TRADED FD
New
Shares180.4K
Event2026-03-31
Filed2026-04-09
IEMG
ISHARES INC
13.90%
Shares53.4K
Event2026-03-31
Filed2026-04-09
SPTS
SPDR SERIES TRUST
-1.92%
Shares124.4K
Event2026-03-31
Filed2026-04-09
DFIS
DIMENSIONAL ETF TRUST
2.94%
Shares104.5K
Event2026-03-31
Filed2026-04-09
ARCC
ARES CAPITAL CORP
New
Shares195.0K
Event2026-03-31
Filed2026-04-09
GE AEROSPACE
GE AEROSPACE
6.90%
Shares12.4K
Event2026-03-31
Filed2026-04-09
SPSB
SPDR SERIES TRUST
0.19%
Shares116.7K
Event2026-03-31
Filed2026-04-09
IWD
ISHARES TR
0.20%
Shares16.4K
Event2026-03-31
Filed2026-04-09
BOND
PIMCO ETF TR
New
Shares37.7K
Event2026-03-31
Filed2026-04-09
CRM
SALESFORCE INC
12.28%
Shares18.2K
Event2026-03-31
Filed2026-04-09
COP
CONOCOPHILLIPS
-10.94%
Shares25.1K
Event2026-03-31
Filed2026-04-09
BLACKROCK INC
BLACKROCK INC
-1.43%
Shares3.4K
Event2026-03-31
Filed2026-04-09
SCYB
SCHWAB STRATEGIC TR
317.21%
Shares127.1K
Event2026-03-31
Filed2026-04-09
DISV
DIMENSIONAL ETF TRUST
0.62%
Shares81.0K
Event2026-03-31
Filed2026-04-09
COMT
ISHARES U S ETF TR
-3.34%
Shares94.1K
Event2026-03-31
Filed2026-04-09
IWP
ISHARES TR
1.12%
Shares24.4K
Event2026-03-31
Filed2026-04-09
AMD
ADVANCED MICRO DEVICES INC
6.24%
Shares15.1K
Event2026-03-31
Filed2026-04-09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
11.57%
Shares9.0K
Event2026-03-31
Filed2026-04-09
BSCS
INVESCO EXCH TRD SLF IDX FD
-2.33%
Shares148.5K
Event2026-03-31
Filed2026-04-09
DE
DEERE & CO
-0.71%
Shares5.3K
Event2026-03-31
Filed2026-04-09
BSCW
INVESCO EXCH TRD SLF IDX FD
48.73%
Shares145.6K
Event2026-03-31
Filed2026-04-09
LYB
LYONDELLBASELL INDUSTRIES NV
689.36%
Shares37.0K
Event2026-03-31
Filed2026-04-09
HON
HONEYWELL INTL INC
-0.28%
Shares13.0K
Event2026-03-31
Filed2026-04-09
IVE
ISHARES TR
4.22%
Shares13.7K
Event2026-03-31
Filed2026-04-09
FSIG
FIRST TR EXCHANGE-TRADED FD
New
Shares152.9K
Event2026-03-31
Filed2026-04-09
BRK.A
BERKSHIRE HATHAWAY INC DEL
-20.00%
Shares4
Event2026-03-31
Filed2026-04-09
SCZ
ISHARES TR
-3.07%
Shares35.9K
Event2026-03-31
Filed2026-04-09
XLE
SELECT SECTOR SPDR TR
41.96%
Shares45.4K
Event2026-03-31
Filed2026-04-09
CTVA
CORTEVA INC
0.50%
Shares33.1K
Event2026-03-31
Filed2026-04-09
BSCU
INVESCO EXCH TRD SLF IDX FD
4.29%
Shares164.8K
Event2026-03-31
Filed2026-04-09
USFD
US FOODS HLDG CORP
0.97%
Shares29.3K
Event2026-03-31
Filed2026-04-09
DELL
DELL TECHNOLOGIES INC
12.52%
Shares16.4K
Event2026-03-31
Filed2026-04-09
BITWISE 10 CRYPTO INDEX ETF
BITWISE 10 CRYPTO INDEX ETF
New
Shares60.3K
Event2026-03-31
Filed2026-04-09
UNH
UNITEDHEALTH GROUP INC
-2.99%
Shares9.8K
Event2026-03-31
Filed2026-04-09
HYLS
FIRST TR EXCHANGE-TRADED FD
New
Shares64.8K
Event2026-03-31
Filed2026-04-09
GLPI
GAMING & LEISURE P
New
Shares58.5K
Event2026-03-31
Filed2026-04-09
AFMC
FIRST TR EXCHNG TRADED FD VI
New
Shares72.9K
Event2026-03-31
Filed2026-04-09
VCSH
VANGUARD SCOTTSDALE FDS
1.32%
Shares32.6K
Event2026-03-31
Filed2026-04-09
BLV
VANGUARD BD INDEX FDS
480.77%
Shares37.5K
Event2026-03-31
Filed2026-04-09
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-0.84%
Shares13.0K
Event2026-03-31
Filed2026-04-09
SCHX
SCHWAB STRATEGIC TR
-9.32%
Shares99.9K
Event2026-03-31
Filed2026-04-09
NEE
NEXTERA ENERGY INC
1.29%
Shares27.4K
Event2026-03-31
Filed2026-04-09
PEP
PEPSICO INC
3.67%
Shares16.4K
Event2026-03-31
Filed2026-04-09
BMI
BADGER METER INC
63.21%
Shares16.6K
Event2026-03-31
Filed2026-04-09
XLU
SELECT SECTOR SPDR TR
48.12%
Shares55.0K
Event2026-03-31
Filed2026-04-09
UCON
FIRST TR EXCHNG TRADED FD VI
New
Shares101.6K
Event2026-03-31
Filed2026-04-09
SLV
ISHARES SILVER TR
-20.20%
Shares36.9K
Event2026-03-31
Filed2026-04-09
XLF
SELECT SECTOR SPDR TR
23.49%
Shares50.0K
Event2026-03-31
Filed2026-04-09
FMHI
FIRST TR EXCH TRADED FD III
New
Shares51.7K
Event2026-03-31
Filed2026-04-09
PLTR
PALANTIR TECHNOLOGIES INC
-1.25%
Shares16.8K
Event2026-03-31
Filed2026-04-09
XLI
SELECT SECTOR SPDR TR
-2.82%
Shares15.1K
Event2026-03-31
Filed2026-04-09
DFAT
DIMENSIONAL ETF TRUST
31.41%
Shares39.0K
Event2026-03-31
Filed2026-04-09
ECL
ECOLAB INC
-0.27%
Shares9.1K
Event2026-03-31
Filed2026-04-09
SYK
STRYKER CORPORATION
-20.14%
Shares7.3K
Event2026-03-31
Filed2026-04-09
IJS
ISHARES TR
-5.50%
Shares20.1K
Event2026-03-31
Filed2026-04-09
SOXX
ISHARES TR
8.52%
Shares7.2K
Event2026-03-31
Filed2026-04-09
IWM
ISHARES TR
50.05%
Shares9.7K
Event2026-03-31
Filed2026-04-09
RSG
REPUBLIC SVCS INC
5.82%
Shares10.8K
Event2026-03-31
Filed2026-04-09
LQD
ISHARES TR
-0.69%
Shares21.6K
Event2026-03-31
Filed2026-04-09
DOW
DOW HLDGS INC
53.03%
Shares56.2K
Event2026-03-31
Filed2026-04-09
FTHI
FIRST TR EXCHANGE TRADED FD
32.60%
Shares99.9K
Event2026-03-31
Filed2026-04-09
VONG
VANGUARD SCOTTSDALE FDS
0.20%
Shares20.8K
Event2026-03-31
Filed2026-04-09
SHYG
ISHARES TR
-69.34%
Shares53.8K
Event2026-03-31
Filed2026-04-09
SCHE
SCHWAB STRATEGIC TR
3.14%
Shares69.0K
Event2026-03-31
Filed2026-04-09
FIX
COMFORT SYS USA INC
-13.36%
Shares1.6K
Event2026-03-31
Filed2026-04-09
BSCX
INVESCO EXCH TRD SLF IDX FD
New
Shares105.8K
Event2026-03-31
Filed2026-04-09
DHR
DANAHER CORP DEL
-15.08%
Shares11.7K
Event2026-03-31
Filed2026-04-09
IJJ
ISHARES TR
0.76%
Shares16.6K
Event2026-03-31
Filed2026-04-09
IYF
ISHARES TR
-5.89%
Shares18.4K
Event2026-03-31
Filed2026-04-09
TJX
TJX COS INC NEW
1.92%
Shares13.5K
Event2026-03-31
Filed2026-04-09
AOR
ISHARES TR
30.85%
Shares33.5K
Event2026-03-31
Filed2026-04-09
GRID
FIRST TR EXCHANGE-TRADED FD
77.25%
Shares13.1K
Event2026-03-31
Filed2026-04-09
T
AT&T INC
0.33%
Shares73.4K
Event2026-03-31
Filed2026-04-09
IYW
ISHARES TR
43.32%
Shares11.7K
Event2026-03-31
Filed2026-04-09
BP
BP PLC
1.51%
Shares44.6K
Event2026-03-31
Filed2026-04-09
VZ
VERIZON COMMUNICATIONS INC
19.16%
Shares41.7K
Event2026-03-31
Filed2026-04-09
RTX
RTX CORPORATION
11.11%
Shares11.1K
Event2026-03-31
Filed2026-04-09
VTES
VANGUARD WELLINGTON FD
20.28%
Shares20.4K
Event2026-03-31
Filed2026-04-09
FEMB
FIRST TR EXCH TRADED FD III
New
Shares71.2K
Event2026-03-31
Filed2026-04-09
QCOM
QUALCOMM INC
12.63%
Shares15.9K
Event2026-03-31
Filed2026-04-09
BSCQ
INVESCO EXCH TRD SLF IDX FD
-21.93%
Shares104.0K
Event2026-03-31
Filed2026-04-09
SCIO
FIRST TR EXCHANGE-TRADED FD
New
Shares98.3K
Event2026-03-31
Filed2026-04-09
ICE
INTERCONTINENTAL EXCHANGE IN
1.02%
Shares12.7K
Event2026-03-31
Filed2026-04-09
TMO
THERMO FISHER SCIENTIFIC INC
-8.14%
Shares4.0K
Event2026-03-31
Filed2026-04-09
PPA
INVESCO EXCHANGE TRADED FD T
1.56%
Shares11.6K
Event2026-03-31
Filed2026-04-09
BIL
SPDR SERIES TRUST
53.40%
Shares20.9K
Event2026-03-31
Filed2026-04-09
VOOV
VANGUARD ADMIRAL FDS INC
6.03%
Shares9.4K
Event2026-03-31
Filed2026-04-09
SNPE
DBX ETF TR
-0.52%
Shares31.9K
Event2026-03-31
Filed2026-04-09
USMV
ISHARES TR
3.60%
Shares20.4K
Event2026-03-31
Filed2026-04-09
FBTC
FIDELITY WISE ORIGIN BITCOIN
0.83%
Shares32.0K
Event2026-03-31
Filed2026-04-09
VLO
VALERO ENERGY CORP
87.40%
Shares7.6K
Event2026-03-31
Filed2026-04-09
IBM
INTERNATIONAL BUSINESS MACHS
14.85%
Shares7.7K
Event2026-03-31
Filed2026-04-09
PSX
PHILLIPS 66
0.96%
Shares9.9K
Event2026-03-31
Filed2026-04-09
FTEC
FIDELITY COVINGTON TRUST
-1.20%
Shares8.5K
Event2026-03-31
Filed2026-04-09
ARKK
ARK ETF TR
166.49%
Shares26.2K
Event2026-03-31
Filed2026-04-09
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-1.11%
Shares17.8K
Event2026-03-31
Filed2026-04-09
ET
ENERGY TRANSFER L P
0.49%
Shares90.6K
Event2026-03-31
Filed2026-04-09
CENCORA INC
CENCORA INC
0.29%
Shares5.5K
Event2026-03-31
Filed2026-04-09
SCHI
SCHWAB STRATEGIC TR
-1.28%
Shares73.6K
Event2026-03-31
Filed2026-04-09
VUSB
VANGUARD BD INDEX FDS
1.91%
Shares33.5K
Event2026-03-31
Filed2026-04-09
MDYG
SPDR SERIES TRUST
1.64%
Shares17.2K
Event2026-03-31
Filed2026-04-09
IBIT
ISHARES BITCOIN TRUST ETF
0.65%
Shares42.8K
Event2026-03-31
Filed2026-04-09
FJAN
FIRST TR EXCHNG TRADED FD VI
-1.52%
Shares32.5K
Event2026-03-31
Filed2026-04-09
IBB
ISHARES TR
28.79%
Shares9.7K
Event2026-03-31
Filed2026-04-09
SHOP
SHOPIFY INC
-5.18%
Shares13.7K
Event2026-03-31
Filed2026-04-09
MTUM
ISHARES TR
-0.28%
Shares6.7K
Event2026-03-31
Filed2026-04-09
VIG
VANGUARD SPECIALIZED FUNDS
12.34%
Shares7.5K
Event2026-03-31
Filed2026-04-09
SCHW
SCHWAB CHARLES CORP
-8.62%
Shares16.6K
Event2026-03-31
Filed2026-04-09
ICF
ISHARES TR
-5.00%
Shares24.8K
Event2026-03-31
Filed2026-04-09
SPEM
SPDR INDEX SHS FDS
-82.80%
Shares32.6K
Event2026-03-31
Filed2026-04-09
IWR
ISHARES TR
2.41%
Shares15.6K
Event2026-03-31
Filed2026-04-09
MS
MORGAN STANLEY
-2.73%
Shares9.2K
Event2026-03-31
Filed2026-04-09
SGOV
ISHARES TR
-23.62%
Shares14.9K
Event2026-03-31
Filed2026-04-09
MNST
MONSTER BEVERAGE CORP NEW
-8.11%
Shares20.4K
Event2026-03-31
Filed2026-04-09
DKS
DICKS SPORTING GOODS INC
New
Shares7.4K
Event2026-03-31
Filed2026-04-09
KO
COCA COLA CO
8.10%
Shares19.3K
Event2026-03-31
Filed2026-04-09
ANGL
VANECK ETF TRUST
-1.87%
Shares50.4K
Event2026-03-31
Filed2026-04-09
HAP
VANECK ETF TRUST
New
Shares19.8K
Event2026-03-31
Filed2026-04-09
ADI
ANALOG DEVICES INC
4.70%
Shares4.5K
Event2026-03-31
Filed2026-04-09
WDC
WESTERN DIGITAL CORP
26.33%
Shares5.2K
Event2026-03-31
Filed2026-04-09
EATON CORP PLC
EATON CORP PLC
0.60%
Shares3.9K
Event2026-03-31
Filed2026-04-09
MEDTRONIC PLC
MEDTRONIC PLC
10.97%
Shares15.8K
Event2026-03-31
Filed2026-04-09
COF
CAPITAL ONE FINL CORP
40.34%
Shares7.5K
Event2026-03-31
Filed2026-04-09
ITA
ISHARES TR
8.38%
Shares6.3K
Event2026-03-31
Filed2026-04-09
VRTX
VERTEX PHARMACEUTICALS INC
-7.51%
Shares3.1K
Event2026-03-31
Filed2026-04-09
MMM
3M CO
2.17%
Shares9.4K
Event2026-03-31
Filed2026-04-09
FTSM
FIRST TR EXCHANGE-TRADED FD
New
Shares22.8K
Event2026-03-31
Filed2026-04-09
WTM
WHITE MTNS INS GROUP LTD
0.00%
Shares617
Event2026-03-31
Filed2026-04-09
XLG
INVESCO EXCHANGE TRADED FD T
-3.76%
Shares24.9K
Event2026-03-31
Filed2026-04-09
XLY
SELECT SECTOR SPDR TR
-0.52%
Shares12.4K
Event2026-03-31
Filed2026-04-09
KKR & CO INC
KKR & CO INC
42.34%
Shares14.4K
Event2026-03-31
Filed2026-04-09
XPH
SPDR SERIES TRUST
New
Shares24.3K
Event2026-03-31
Filed2026-04-09
SHW
SHERWIN WILLIAMS CO
1.87%
Shares4.1K
Event2026-03-31
Filed2026-04-09
IWL
ISHARES TR
-3.41%
Shares7.9K
Event2026-03-31
Filed2026-04-09
GIL
GILDAN ACTIVEWEAR INC
-7.29%
Shares22.9K
Event2026-03-31
Filed2026-04-09
LMT
LOCKHEED MARTIN CORP
100.19%
Shares2.1K
Event2026-03-31
Filed2026-04-09
GILD
GILEAD SCIENCES INC
18.62%
Shares9.6K
Event2026-03-31
Filed2026-04-09
CL
COLGATE PALMOLIVE CO
2.14%
Shares14.7K
Event2026-03-31
Filed2026-04-09
ASND
ASCENDIS PHARMA A/S
-16.02%
Shares5.5K
Event2026-03-31
Filed2026-04-09
MSTR
STRATEGY INC
6.03%
Shares10.0K
Event2026-03-31
Filed2026-04-09
RBC
RBC BEARINGS INC
-15.19%
Shares2.3K
Event2026-03-31
Filed2026-04-09
FTLS
FIRST TR EXCH TRADED FD III
New
Shares17.6K
Event2026-03-31
Filed2026-04-09
XLC
SELECT SECTOR SPDR TR
-4.27%
Shares11.1K
Event2026-03-31
Filed2026-04-09
ROAD
CONSTRUCTION PARTNERS INC
-6.93%
Shares11.0K
Event2026-03-31
Filed2026-04-09
LINDE PLC
LINDE PLC
11.46%
Shares2.5K
Event2026-03-31
Filed2026-04-09
FTAI AVIATION LTD
FTAI AVIATION LTD
-6.73%
Shares5.0K
Event2026-03-31
Filed2026-04-09
CROWN CASTLE INC
CROWN CASTLE INC
2.76%
Shares14.9K
Event2026-03-31
Filed2026-04-09
GRNY
TIDAL TRUST I
22.50%
Shares50.5K
Event2026-03-31
Filed2026-04-09
RL
RALPH LAUREN CORP
New
Shares3.5K
Event2026-03-31
Filed2026-04-09
ASML
ASML HLDG NV
6.32%
Shares908
Event2026-03-31
Filed2026-04-09
SBUX
STARBUCKS CORP
15.03%
Shares13.3K
Event2026-03-31
Filed2026-04-09
OMC
OMNICOM GROUP INC
14.43%
Shares15.6K
Event2026-03-31
Filed2026-04-09
FI
FISERV INC
16.49%
Shares20.7K
Event2026-03-31
Filed2026-04-09
WWD
WOODWARD INC
42.67%
Shares3.2K
Event2026-03-31
Filed2026-04-09
NEA
NUVEEN AMT FREE QLTY MUN INC
2.18%
Shares101.8K
Event2026-03-31
Filed2026-04-09
AMAT
APPLIED MATLS INC
14.41%
Shares3.3K
Event2026-03-31
Filed2026-04-09
HYG
ISHARES TR
12.30%
Shares14.1K
Event2026-03-31
Filed2026-04-09
PFE
PFIZER INC
-16.57%
Shares39.9K
Event2026-03-31
Filed2026-04-09
BSSX
INVESCO EXCH TRD SLF IDX FD
465.70%
Shares44.1K
Event2026-03-31
Filed2026-04-09
IHE
ISHARES TR
New
Shares12.9K
Event2026-03-31
Filed2026-04-09
PANW
PALO ALTO NETWORKS INC
173.10%
Shares6.8K
Event2026-03-31
Filed2026-04-09
RB GLOBAL INC
RB GLOBAL INC
7.01%
Shares11.4K
Event2026-03-31
Filed2026-04-09
CEFS
EXCHANGE LISTED FDS TR
6.99%
Shares48.2K
Event2026-03-31
Filed2026-04-09
REGN
REGENERON PHARMACEUTICALS
-7.29%
Shares1.4K
Event2026-03-31
Filed2026-04-09
FNF
FIDELITY NATL FINL INC
5.26%
Shares23.2K
Event2026-03-31
Filed2026-04-09
SPYX
SPDR SERIES TRUST
-1.34%
Shares20.3K
Event2026-03-31
Filed2026-04-09
XLV
SELECT SECTOR SPDR TR
-3.69%
Shares7.3K
Event2026-03-31
Filed2026-04-09
XMHQ
INVESCO EXCHANGE TRADED FD T
-3.42%
Shares10.4K
Event2026-03-31
Filed2026-04-09
ACGL
ARCH CAP GROUP LTD
-11.35%
Shares11.0K
Event2026-03-31
Filed2026-04-09
VT
VANGUARD INTL EQUITY INDEX F
0.18%
Shares7.6K
Event2026-03-31
Filed2026-04-09
BINC
BLACKROCK ETF TRUST II
44.73%
Shares20.1K
Event2026-03-31
Filed2026-04-09
NVS
NOVARTIS AG
6.77%
Shares6.8K
Event2026-03-31
Filed2026-04-09
AOM
ISHARES TR
1.79%
Shares21.6K
Event2026-03-31
Filed2026-04-09
RNR
RENAISSANCERE HLDGS LTD
-16.94%
Shares3.4K
Event2026-03-31
Filed2026-04-09
LOW
LOWES COS INC
7.22%
Shares4.3K
Event2026-03-31
Filed2026-04-09
QLD
PROSHARES TR
0.00%
Shares16.6K
Event2026-03-31
Filed2026-04-09
AVEE
AMERICAN CENTY ETF TR
-13.54%
Shares15.9K
Event2026-03-31
Filed2026-04-09
TFC
TRUIST FINL CORP
5.56%
Shares21.9K
Event2026-03-31
Filed2026-04-09
VONV
VANGUARD SCOTTSDALE FDS
0.44%
Shares10.7K
Event2026-03-31
Filed2026-04-09
IWS
ISHARES TR
0.50%
Shares6.9K
Event2026-03-31
Filed2026-04-09
PPH
VANECK ETF TRUST
New
Shares9.6K
Event2026-03-31
Filed2026-04-09
CB
CHUBB LTD SWITZ
-28.25%
Shares3.0K
Event2026-03-31
Filed2026-04-09
PWR
QUANTA SVCS INC
20.39%
Shares1.8K
Event2026-03-31
Filed2026-04-09
LH
LABCORP HOLDINGS INC
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-09
ADSK
AUTODESK INC
-13.70%
Shares4.1K
Event2026-03-31
Filed2026-04-09
NAD
NUVEEN QUALITY MUNCP INCOME
2.53%
Shares85.2K
Event2026-03-31
Filed2026-04-09
SHY
ISHARES TR
-47.90%
Shares11.9K
Event2026-03-31
Filed2026-04-09
TLH
ISHARES TR
New
Shares9.7K
Event2026-03-31
Filed2026-04-09
PYPL
PAYPAL HLDGS INC
-9.92%
Shares21.5K
Event2026-03-31
Filed2026-04-09
PGR
PROGRESSIVE CORP
100.86%
Shares4.9K
Event2026-03-31
Filed2026-04-09
HLI
HOULIHAN LOKEY INC
-4.51%
Shares6.7K
Event2026-03-31
Filed2026-04-09
EZU
ISHARES INC
-9.83%
Shares15.4K
Event2026-03-31
Filed2026-04-09
BUFR
FIRST TR EXCHNG TRADED FD VI
203.46%
Shares28.3K
Event2026-03-31
Filed2026-04-09
URTH
ISHARES INC
-1.67%
Shares5.3K
Event2026-03-31
Filed2026-04-09
VGT
VANGUARD WORLD FD
3.09%
Shares1.4K
Event2026-03-31
Filed2026-04-09
SCHR
SCHWAB STRATEGIC TR
0.39%
Shares38.1K
Event2026-03-31
Filed2026-04-09
VONE
VANGUARD SCOTTSDALE FDS
-0.87%
Shares3.2K
Event2026-03-31
Filed2026-04-09
BN
BROOKFIELD CORP
1.07%
Shares23.3K
Event2026-03-31
Filed2026-04-09
AWI
ARMSTRONG WORLD INDS INC NEW
-22.08%
Shares5.7K
Event2026-03-31
Filed2026-04-09
SHYM
BLACKROCK ETF TRUST II
New
Shares42.5K
Event2026-03-31
Filed2026-04-09
CSL
CARLISLE COS INC
-20.36%
Shares2.8K
Event2026-03-31
Filed2026-04-09
OXY
OCCIDENTAL PETE CORP
-26.83%
Shares14.1K
Event2026-03-31
Filed2026-04-09
NEM
NEWMONT CORP
13.35%
Shares8.5K
Event2026-03-31
Filed2026-04-09
CIBR
FIRST TR EXCHANGE-TRADED FD
3.40%
Shares14.7K
Event2026-03-31
Filed2026-04-09
WDFC
WD 40 CO
24.91%
Shares4.5K
Event2026-03-31
Filed2026-04-09
NKE
NIKE INC
-49.69%
Shares17.3K
Event2026-03-31
Filed2026-04-09
BDX
BECTON DICKINSON & CO
4.76%
Shares5.8K
Event2026-03-31
Filed2026-04-09
PRI
PRIMERICA INC
-5.13%
Shares3.6K
Event2026-03-31
Filed2026-04-09
JBL
JABIL INC
-3.95%
Shares3.4K
Event2026-03-31
Filed2026-04-09
IOO
ISHARES TR
-0.80%
Shares7.4K
Event2026-03-31
Filed2026-04-09
DVY
ISHARES TR
4.34%
Shares5.9K
Event2026-03-31
Filed2026-04-09
IJK
ISHARES TR
-1.29%
Shares8.9K
Event2026-03-31
Filed2026-04-09
LHX
L3HARRIS TECHNOLOGIES INC
3.45%
Shares2.6K
Event2026-03-31
Filed2026-04-09
WSO
WATSCO INC
-5.35%
Shares2.4K
Event2026-03-31
Filed2026-04-09
SDVY
FIRST TR EXCHANGE TRADED FD
5.25%
Shares22.5K
Event2026-03-31
Filed2026-04-09
CRWD
CROWDSTRIKE HLDGS INC
16.28%
Shares2.3K
Event2026-03-31
Filed2026-04-09
EXE
EXPAND ENERGY CORPORATION
-7.58%
Shares8.1K
Event2026-03-31
Filed2026-04-09
VTEB
VANGUARD MUN BD FDS
New
Shares17.5K
Event2026-03-31
Filed2026-04-09
TPR
TAPESTRY INC
-5.48%
Shares6.1K
Event2026-03-31
Filed2026-04-09
TXN
TEXAS INSTRS INC
3.43%
Shares4.5K
Event2026-03-31
Filed2026-04-09
SPYM
SPDR SERIES TRUST
-11.35%
Shares11.3K
Event2026-03-31
Filed2026-04-09
RRC
RANGE RES CORP
-0.05%
Shares19.1K
Event2026-03-31
Filed2026-04-09
ADX
ADAMS DIVERSIFIED EQUITY FD
33.49%
Shares39.3K
Event2026-03-31
Filed2026-04-09
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
New
Shares7.4K
Event2026-03-31
Filed2026-04-09
NVT
NVENT ELEC PLC
-1.04%
Shares7.2K
Event2026-03-31
Filed2026-04-09
AJG
GALLAGHER ARTHUR J & CO
New
Shares3.9K
Event2026-03-31
Filed2026-04-09
ARMK
ARAMARK
26.50%
Shares21.0K
Event2026-03-31
Filed2026-04-09
SCHC
SCHWAB STRATEGIC TR
-0.55%
Shares18.2K
Event2026-03-31
Filed2026-04-09
QUAL
ISHARES TR
71.11%
Shares4.4K
Event2026-03-31
Filed2026-04-09
BK
BANK NEW YORK MELLON CORP
19.89%
Shares7.2K
Event2026-03-31
Filed2026-04-09
TRGP
TARGA RES CORP
0.12%
Shares3.4K
Event2026-03-31
Filed2026-04-09
USFR
WISDOMTREE TR
11.15%
Shares16.7K
Event2026-03-31
Filed2026-04-09
ANDE
ANDERSONS INC
-23.03%
Shares11.6K
Event2026-03-31
Filed2026-04-09
VGIT
VANGUARD SCOTTSDALE FDS
5.11%
Shares13.9K
Event2026-03-31
Filed2026-04-09
BOH
BANK HAWAII CORP
-5.50%
Shares11.1K
Event2026-03-31
Filed2026-04-09
JBTM
JBT MAREL CORPORATION
-7.17%
Shares6.4K
Event2026-03-31
Filed2026-04-09
ISRG
INTUITIVE SURGICAL INC
-4.60%
Shares1.8K
Event2026-03-31
Filed2026-04-09
CAKE
CHEESECAKE FACTORY INC
-19.80%
Shares14.9K
Event2026-03-31
Filed2026-04-09
NVO
NOVO-NORDISK A S
-7.30%
Shares22.1K
Event2026-03-31
Filed2026-04-09
APH
AMPHENOL CORP
New
Shares6.4K
Event2026-03-31
Filed2026-04-09
EFV
ISHARES TR
248.67%
Shares10.8K
Event2026-03-31
Filed2026-04-09
AOA
ISHARES TR
4.00%
Shares9.0K
Event2026-03-31
Filed2026-04-09
PPG
PPG INDS INC
-12.86%
Shares7.4K
Event2026-03-31
Filed2026-04-09
AMGN
AMGEN INC
19.30%
Shares2.3K
Event2026-03-31
Filed2026-04-09
PECO
PHILLIPS EDISON & CO INC
New
Shares21.0K
Event2026-03-31
Filed2026-04-09
BUFT
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares31.5K
Event2026-03-31
Filed2026-04-09
AER
AERCAP HOLDINGS NV
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-09
PH
PARKER-HANNIFIN CORP
2.74%
Shares863
Event2026-03-31
Filed2026-04-09
PM
PHILIP MORRIS INTL INC
16.71%
Shares4.6K
Event2026-03-31
Filed2026-04-09
USHY
ISHARES TR
4.92%
Shares20.7K
Event2026-03-31
Filed2026-04-09
IDNA
ISHARES TR
0.00%
Shares26.2K
Event2026-03-31
Filed2026-04-09
RDVI
FIRST TR EXCHANGE-TRADED FD
1.89%
Shares29.4K
Event2026-03-31
Filed2026-04-09
O
REALTY INCOME CORP
-38.99%
Shares12.3K
Event2026-03-31
Filed2026-04-09
ZION
ZIONS BANCORPORATION NATL AS
0.16%
Shares13.0K
Event2026-03-31
Filed2026-04-09
GARP
ISHARES TR
New
Shares11.7K
Event2026-03-31
Filed2026-04-09
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
34.44%
Shares16.8K
Event2026-03-31
Filed2026-04-09
FNDF
SCHWAB STRATEGIC TR
New
Shares15.2K
Event2026-03-31
Filed2026-04-09
DNP
DNP SELECT INCOME FD INC
0.09%
Shares72.3K
Event2026-03-31
Filed2026-04-09
PBH
PRESTIGE CONSMR HEALTHCARE I
-6.69%
Shares12.5K
Event2026-03-31
Filed2026-04-09
FTQI
FIRST TR EXCHANGE TRADED FD
75.31%
Shares37.2K
Event2026-03-31
Filed2026-04-09
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
3.20%
Shares2.1K
Event2026-03-31
Filed2026-04-09
THRO
BLACKROCK ETF TRUST
New
Shares20.1K
Event2026-03-31
Filed2026-04-09
IYZ
ISHARES TR
New
Shares18.5K
Event2026-03-31
Filed2026-04-09
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
New
Shares43.5K
Event2026-03-31
Filed2026-04-09
FUL
FULLER H B CO
-8.99%
Shares11.6K
Event2026-03-31
Filed2026-04-09
PLD
PROLOGIS INC.
-2.41%
Shares5.4K
Event2026-03-31
Filed2026-04-09
ONEQ
FIDELITY COMWLTH TR
-1.37%
Shares8.4K
Event2026-03-31
Filed2026-04-09
INTC
INTEL CORP
12.69%
Shares16.0K
Event2026-03-31
Filed2026-04-09
COWZ
PACER FDS TR
New
Shares11.3K
Event2026-03-31
Filed2026-04-09
IRM
IRON MTN INC DEL
New
Shares6.9K
Event2026-03-31
Filed2026-04-09
KEY
KEYCORP
9.03%
Shares35.1K
Event2026-03-31
Filed2026-04-09
RWJ
INVESCO EXCH TRADED FD TR II
37.07%
Shares13.9K
Event2026-03-31
Filed2026-04-09
MERCK & CO INC
MERCK & CO INC
18.47%
Shares5.7K
Event2026-03-31
Filed2026-04-09
EQT CORP
EQT CORP
38.82%
Shares10.8K
Event2026-03-31
Filed2026-04-09
AGOX
STARBOARD INVT TR
0.00%
Shares25.8K
Event2026-03-31
Filed2026-04-09
IWN
ISHARES TR
-3.64%
Shares3.6K
Event2026-03-31
Filed2026-04-09
NOC
NORTHROP GRUMMAN CORP
-2.65%
Shares993
Event2026-03-31
Filed2026-04-09
HLMN
HILLMAN SOLUTIONS CORP
-7.50%
Shares81.0K
Event2026-03-31
Filed2026-04-09
WMG
WARNER MUSIC GROUP CORP
0.01%
Shares26.3K
Event2026-03-31
Filed2026-04-09
HESM
HESS MIDSTREAM LP
138.41%
Shares17.2K
Event2026-03-31
Filed2026-04-09
CBRE
CBRE GROUP INC
17.86%
Shares4.9K
Event2026-03-31
Filed2026-04-09
NXPI
NXP SEMICONDUCTORS N V
127.28%
Shares3.4K
Event2026-03-31
Filed2026-04-09
EOG
EOG RES INC
-35.06%
Shares4.6K
Event2026-03-31
Filed2026-04-09
ROCKET LAB CORP
ROCKET LAB CORP
-6.95%
Shares10.3K
Event2026-03-31
Filed2026-04-09
STT
STATE STR CORP
-0.95%
Shares5.2K
Event2026-03-31
Filed2026-04-09
EEMS
ISHARES INC
-4.05%
Shares9.5K
Event2026-03-31
Filed2026-04-09
GTY
GETTY RLTY CORP NEW
-5.39%
Shares20.6K
Event2026-03-31
Filed2026-04-09
INSM
INSMED INC
68.38%
Shares4.0K
Event2026-03-31
Filed2026-04-09
CSW
CSW INDUSTRIALS INC
-9.02%
Shares2.5K
Event2026-03-31
Filed2026-04-09
HAS
HASBRO INC
-5.38%
Shares7.0K
Event2026-03-31
Filed2026-04-09
PNR
PENTAIR PLC
-1.10%
Shares7.5K
Event2026-03-31
Filed2026-04-09
TIP
ISHARES TR
0.48%
Shares5.9K
Event2026-03-31
Filed2026-04-09
XTL
SPDR SERIES TRUST
4.13%
Shares3.4K
Event2026-03-31
Filed2026-04-09
KHC
KRAFT HEINZ CO
6.14%
Shares28.3K
Event2026-03-31
Filed2026-04-09
AVY
AVERY DENNISON CORP
0.14%
Shares3.7K
Event2026-03-31
Filed2026-04-09
LKQ
LKQ CORP
0.43%
Shares21.5K
Event2026-03-31
Filed2026-04-09
IYH
ISHARES TR
New
Shares10.2K
Event2026-03-31
Filed2026-04-09
DFAS
DIMENSIONAL ETF TRUST
0.17%
Shares8.8K
Event2026-03-31
Filed2026-04-09
BE
BLOOM ENERGY CORP
0.26%
Shares4.6K
Event2026-03-31
Filed2026-04-09
CMCSA
COMCAST CORP NEW
29.21%
Shares21.0K
Event2026-03-31
Filed2026-04-09
WM
WASTE MGMT INC DEL
5.25%
Shares2.7K
Event2026-03-31
Filed2026-04-09
PKG
PACKAGING CORP AMER
-5.13%
Shares2.9K
Event2026-03-31
Filed2026-04-09
LPG
DORIAN LPG LTD
-0.17%
Shares18.0K
Event2026-03-31
Filed2026-04-09
LSTR
LANDSTAR SYS INC
-11.74%
Shares3.8K
Event2026-03-31
Filed2026-04-09
MLM
MARTIN MARIETTA MATLS INC
40.19%
Shares1.0K
Event2026-03-31
Filed2026-04-09
EMR
EMERSON ELEC CO
0.09%
Shares4.7K
Event2026-03-31
Filed2026-04-09
UNF
UNIFIRST CORP MASS
-34.10%
Shares2.4K
Event2026-03-31
Filed2026-04-09
VNLA
JANUS DETROIT STR TR
-0.88%
Shares12.5K
Event2026-03-31
Filed2026-04-09
RHRX
STARBOARD INVT TR
0.00%
Shares31.9K
Event2026-03-31
Filed2026-04-09
BKR
BAKER HUGHES COMPANY
6.34%
Shares9.9K
Event2026-03-31
Filed2026-04-09
BOTZ
GLOBAL X FDS
0.26%
Shares18.2K
Event2026-03-31
Filed2026-04-09
UNILEVER PLC
UNILEVER PLC
70.27%
Shares10.5K
Event2026-03-31
Filed2026-04-09
SYBT
STOCK YDS BANCORP INC
-6.27%
Shares9.1K
Event2026-03-31
Filed2026-04-09
ALLE
ALLEGION PLC
53.00%
Shares4.1K
Event2026-03-31
Filed2026-04-09
SITE
SITEONE LANDSCAPE SUPPLY INC
-5.61%
Shares4.5K
Event2026-03-31
Filed2026-04-09
HCA
HCA HEALTHCARE INC
2.78%
Shares1.3K
Event2026-03-31
Filed2026-04-09
AVDE
AMERICAN CENTY ETF TR
-7.73%
Shares7.0K
Event2026-03-31
Filed2026-04-09
INGR
INGREDION INC
0.12%
Shares5.2K
Event2026-03-31
Filed2026-04-09
LPLA
LPL FINL HLDGS INC
1.99%
Shares1.9K
Event2026-03-31
Filed2026-04-09
BSX
BOSTON SCIENTIFIC CORP
4.39%
Shares9.3K
Event2026-03-31
Filed2026-04-09
XLB
SELECT SECTOR SPDR TR
28.53%
Shares11.6K
Event2026-03-31
Filed2026-04-09
TYG
TORTOISE ENERGY INFRSTRCTR C
66.54%
Shares11.6K
Event2026-03-31
Filed2026-04-09
DDS
DILLARDS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-09
BLACKSTONE INC
BLACKSTONE INC
24.24%
Shares5.0K
Event2026-03-31
Filed2026-04-09
RIO
RIO TINTO PLC
5.89%
Shares6.1K
Event2026-03-31
Filed2026-04-09
ALLIANCE LAUNDRY HLDGS INC
ALLIANCE LAUNDRY HLDGS INC
New
Shares27.4K
Event2026-03-31
Filed2026-04-09
SNDK
SANDISK CORP
New
Shares894
Event2026-03-31
Filed2026-04-09
NJUL
INNOVATOR ETFS TRUST
0.00%
Shares7.9K
Event2026-03-31
Filed2026-04-09
NTRA
NATERA INC
-3.24%
Shares2.8K
Event2026-03-31
Filed2026-04-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available