Sponsored

The Analysis of Axiom Investment Management LLC's Holdings & P&L

Currently, Axiom Investment Management LLC holds 386 types of securities in its portfolio with a total value $131.5M. In the most recent quarter, they have increased their positions in UNP (+37.7K shares, valued at $9.2M), AAPL (+29.2K shares, valued at $7.4M), SH (+188.6K shares, valued at $7.2M); initiated new positions in UNP (+37.7K shares, valued at $9.2M), AAPL (+29.2K shares, valued at $7.4M), SH (+188.6K shares, valued at $7.2M).

1M P&L

+971.0K+0.69%

3M P&L

+10.4M+7.95%

HY P&L

+13.4M+10.50%

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/A25.4M

19.3%

2Railroads9.3M

7.1%

3Aerospace & Defense8.3M

6.3%

Top Industries by Stock Count

1N/A112 stocks

29.2%

2Asset Management12 stocks

3.1%

3Biotechnology12 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UNP UNION PAC CORP37.7K sharesnew addition2026-03-312026-05-26

AAPL APPLE INC29.2K sharesnew addition2026-03-312026-05-26

SH PROSHARES TR188.6K sharesnew addition2026-03-312026-05-26

PWR QUANTA SVCS INC7.3K sharesnew addition2026-03-312026-05-26

MTB M & T BK CORP18.6K sharesnew addition2026-03-312026-05-26

XLU SELECT SECTOR SPDR TR83.5K sharesnew addition2026-03-312026-05-26

MSFT MICROSOFT CORP8.5K sharesnew addition2026-03-312026-05-26

HON HONEYWELL INTL INC13.7K sharesnew addition2026-03-312026-05-26

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.6K sharesnew addition2026-03-312026-05-26

B BARRICK MNG CORP68.8K sharesnew addition2026-03-312026-05-26

NVDA NVIDIA CORPORATION14.1K sharesnew addition2026-03-312026-05-26

GLD SPDR GOLD TR5.6K sharesnew addition2026-03-312026-05-26

MU MICRON TECHNOLOGY INC7.1K sharesnew addition2026-03-312026-05-26

OMC OMNICOM GROUP INC31.5K sharesnew addition2026-03-312026-05-26

MELI MERCADOLIBRE INC1.3K sharesnew addition2026-03-312026-05-26

GLW CORNING INC13.6K sharesnew addition2026-03-312026-05-26

Sponsored

ET ENERGY TRANSFER L P90.9K sharesnew addition2026-03-312026-05-26

EPD ENTERPRISE PRODS PARTNERS L43.8K sharesnew addition2026-03-312026-05-26

RTX RTX CORPORATION8.6K sharesnew addition2026-03-312026-05-26

JPM JPMORGAN CHASE & CO5.6K sharesnew addition2026-03-312026-05-26

QQQ INVESCO QQQ TR2.8K sharesnew addition2026-03-312026-05-26

LMT LOCKHEED MARTIN CORP2.6K sharesnew addition2026-03-312026-05-26

HII HUNTINGTON INGALLS INDS INC3.9K sharesnew addition2026-03-312026-05-26

MYRG MYR GROUP INC5.0K sharesnew addition2026-03-312026-05-26

Sponsored

WCN WASTE CONNECTIONS INC8.4K sharesnew addition2026-03-312026-05-26

LLY ELI LILLY & CO1.4K sharesnew addition2026-03-312026-05-26

CSCO CISCO SYS INC16.6K sharesnew addition2026-03-312026-05-26

C CITIGROUP INC11.3K sharesnew addition2026-03-312026-05-26

GD GENERAL DYNAMICS CORP3.7K sharesnew addition2026-03-312026-05-26

GOOGL ALPHABET INC4.4K sharesnew addition2026-03-312026-05-26

BRK.B BERKSHIRE HATHAWAY INC DEL2.6K sharesnew addition2026-03-312026-05-26

BAC BANK AMERICA CORP25.5K sharesnew addition2026-03-312026-05-26

Sponsored

NOC NORTHROP GRUMMAN CORP1.8K sharesnew addition2026-03-312026-05-26

AMZN AMAZON COM INC5.8K sharesnew addition2026-03-312026-05-26

GE GE AEROSPACE3.7K sharesnew addition2026-03-312026-05-26

ABBV ABBVIE INC4.7K sharesnew addition2026-03-312026-05-26

TEVA TEVA PHARMACEUTICAL INDS LTD32.0K sharesnew addition2026-03-312026-05-26

JNJ JOHNSON & JOHNSON3.8K sharesnew addition2026-03-312026-05-26

GDX VANECK ETF TRUST10.2K sharesnew addition2026-03-312026-05-26

BX BLACKSTONE INC7.8K sharesnew addition2026-03-312026-05-26

Sponsored

GEV GE VERNOVA INC995 sharesnew addition2026-03-312026-05-26

MRK MERCK & CO INC7.2K sharesnew addition2026-03-312026-05-26

XLF SELECT SECTOR SPDR TR17.3K sharesnew addition2026-03-312026-05-26

MTD METTLER TOLEDO INTERNATIONAL676 sharesnew addition2026-03-312026-05-26

WMT WALMART INC6.6K sharesnew addition2026-03-312026-05-26

WFC WELLS FARGO & CO8.6K sharesnew addition2026-03-312026-05-26

GILD GILEAD SCIENCES INC4.9K sharesnew addition2026-03-312026-05-26

AVGO BROADCOM INC2.1K sharesnew addition2026-03-312026-05-26

Sponsored

PG PROCTER & GAMBLE CO4.3K sharesnew addition2026-03-312026-05-26

OKE ONEOK INC NEW6.5K sharesnew addition2026-03-312026-05-26

KKR KKR & CO INC6.0K sharesnew addition2026-03-312026-05-26

ELV ELEVANCE HEALTH INC FORMERLY1.9K sharesnew addition2026-03-312026-05-26

FWONK LIBERTY MEDIA CORP DEL6.0K sharesnew addition2026-03-312026-05-26

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K sharesnew addition2026-03-312026-05-26

NVS NOVARTIS AG3.3K sharesnew addition2026-03-312026-05-26

CPNG COUPANG INC26.6K sharesnew addition2026-03-312026-05-26

Sponsored

PM PHILIP MORRIS INTL INC3.0K sharesnew addition2026-03-312026-05-26

KO COCA COLA CO6.2K sharesnew addition2026-03-312026-05-26

HD HOME DEPOT INC1.4K sharesnew addition2026-03-312026-05-26

WPM WHEATON PRECIOUS METALS CORP3.4K sharesnew addition2026-03-312026-05-26

COWZ PACER FDS TR7.0K sharesnew addition2026-03-312026-05-26

BXSL BLACKSTONE SECD LENDING FD18.5K sharesnew addition2026-03-312026-05-26

ICE INTERCONTINENTAL EXCHANGE IN2.7K sharesnew addition2026-03-312026-05-26

COPX GLOBAL X FDS5.4K sharesnew addition2026-03-312026-05-26

Sponsored

AEM AGNICO EAGLE MINES LTD1.9K sharesnew addition2026-03-312026-05-26

FCX FREEPORT MCMORAN INC6.5K sharesnew addition2026-03-312026-05-26

T AT&T INC13.0K sharesnew addition2026-03-312026-05-26

ABT ABBOTT LABORATORIES3.6K sharesnew addition2026-03-312026-05-26

PSQ PROSHARES TR11.0K sharesnew addition2026-03-312026-05-26

TMO THERMO FISHER SCIENTIFIC INC691 sharesnew addition2026-03-312026-05-26

DIA STATE STR SPDR DOW JONES IND713 sharesnew addition2026-03-312026-05-26

XOM EXXON MOBIL CORP1.9K sharesnew addition2026-03-312026-05-26

Sponsored

XLK SELECT SECTOR SPDR TR2.4K sharesnew addition2026-03-312026-05-26

WM WASTE MGMT INC DEL1.4K sharesnew addition2026-03-312026-05-26

SA SEABRIDGE GOLD INC10.9K sharesnew addition2026-03-312026-05-26

SOLS SOLSTICE ADVANCED MATLS INC4.0K sharesnew addition2026-03-312026-05-26

PFE PFIZER INC10.8K sharesnew addition2026-03-312026-05-26

SCHW SCHWAB CHARLES CORP3.2K sharesnew addition2026-03-312026-05-26

ADI ANALOG DEVICES INC952 sharesnew addition2026-03-312026-05-26

UL UNILEVER PLC5.2K sharesnew addition2026-03-312026-05-26

Sponsored

VZ VERIZON COMMUNICATIONS INC5.8K sharesnew addition2026-03-312026-05-26

JD JD.COM INC9.9K sharesnew addition2026-03-312026-05-26

XLY SELECT SECTOR SPDR TR2.7K sharesnew addition2026-03-312026-05-26

CCS CENTURY COMMUNITIES INC5.0K sharesnew addition2026-03-312026-05-26

MA MASTERCARD INCORPORATED568 sharesnew addition2026-03-312026-05-26

VRTX VERTEX PHARMACEUTICALS INC633 sharesnew addition2026-03-312026-05-26

V VISA INC894 sharesnew addition2026-03-312026-05-26

WMB WILLIAMS COS INC3.6K sharesnew addition2026-03-312026-05-26

Sponsored

AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2026-03-312026-05-26

NNE NANO NUCLEAR ENERGY INC12.0K sharesnew addition2026-03-312026-05-26

DHR DANAHER CORP DEL1.3K sharesnew addition2026-03-312026-05-26

MO ALTRIA GROUP INC3.6K sharesnew addition2026-03-312026-05-26

AXP AMERICAN EXPRESS CO775 sharesnew addition2026-03-312026-05-26

FVD FIRST TR EXCHANGE-TRADED FD4.9K sharesnew addition2026-03-312026-05-26

COP CONOCOPHILLIPS1.7K sharesnew addition2026-03-312026-05-26

MS MORGAN STANLEY1.4K sharesnew addition2026-03-312026-05-26

Sponsored

UNG UNITED STS NAT GAS FD LP19.5K sharesnew addition2026-03-312026-05-26

GOOG ALPHABET INC796 sharesnew addition2026-03-312026-05-26

HOLX HOLOGIC INC3.0K sharesnew addition2026-03-312026-05-26

APH AMPHENOL CORP1.8K sharesnew addition2026-03-312026-05-26

BTI BRITISH AMERN TOB PLC3.8K sharesnew addition2026-03-312026-05-26

AMH AMERICAN HOMES 4 RENT8.0K sharesnew addition2026-03-312026-05-26

COIN COINBASE GLOBAL INC1.3K sharesnew addition2026-03-312026-05-26

PTGX PROTAGONIST THERAPEUTICS INC2.0K sharesnew addition2026-03-312026-05-26

Sponsored

AMAT APPLIED MATLS INC614 sharesnew addition2026-03-312026-05-26

VICR VICOR CORP1.3K sharesnew addition2026-03-312026-05-26

EVT EATON VANCE TAX ADVT DIV INC8.1K sharesnew addition2026-03-312026-05-26

AON AON PLC603 sharesnew addition2026-03-312026-05-26

DUK DUKE ENERGY CORP NEW1.5K sharesnew addition2026-03-312026-05-26

CRM SALESFORCE INC1.0K sharesnew addition2026-03-312026-05-26

CVX CHEVRON CORPORATION908 sharesnew addition2026-03-312026-05-26

MRVL MARVELL TECHNOLOGY INC1.9K sharesnew addition2026-03-312026-05-26

Sponsored

PAAS PAN AMERN SILVER CORP3.4K sharesnew addition2026-03-312026-05-26

BSX BOSTON SCIENTIFIC CORP2.9K sharesnew addition2026-03-312026-05-26

INTC INTEL CORP4.0K sharesnew addition2026-03-312026-05-26

J JACOBS SOLUTIONS INC1.4K sharesnew addition2026-03-312026-05-26

KLAC KLA CORP116 sharesnew addition2026-03-312026-05-26

RIO RIO TINTO PLC1.8K sharesnew addition2026-03-312026-05-26

EQT EQT CORP2.6K sharesnew addition2026-03-312026-05-26

PANW PALO ALTO NETWORKS INC1.0K sharesnew addition2026-03-312026-05-26

Sponsored

SPXX NUVEEN S&P 500 DYNAMIC OVERW10.1K sharesnew addition2026-03-312026-05-26

ETN EATON CORP PLC450 sharesnew addition2026-03-312026-05-26

F FORD MTR CO13.6K sharesnew addition2026-03-312026-05-26

MCD MCDONALDS CORP500 sharesnew addition2026-03-312026-05-26

MSI MOTOROLA SOLUTIONS INC355 sharesnew addition2026-03-312026-05-26

ASML ASML HLDG NV114 sharesnew addition2026-03-312026-05-26

LOW LOWES COS INC631 sharesnew addition2026-03-312026-05-26

UNH UNITEDHEALTH GROUP INC532 sharesnew addition2026-03-312026-05-26

Sponsored

IQV IQVIA HLDGS INC812 sharesnew addition2026-03-312026-05-26

LIN LINDE PLC279 sharesnew addition2026-03-312026-05-26

TIP ISHARES TR1.2K sharesnew addition2026-03-312026-05-26

FBIN FORTUNE BRANDS INNOVATIONS I3.5K sharesnew addition2026-03-312026-05-26

EOS EATON VANCE ENHANCED EQUITY6.1K sharesnew addition2026-03-312026-05-26

FFA FIRST TR ENHANCED EQUITY5.8K sharesnew addition2026-03-312026-05-26

SNA SNAP ON INC325 sharesnew addition2026-03-312026-05-26

EOI EATON VANCE ENHANCED EQUITY6.1K sharesnew addition2026-03-312026-05-26

Sponsored

XLE SELECT SECTOR SPDR TR1.9K sharesnew addition2026-03-312026-05-26

PEP PEPSICO INC720 sharesnew addition2026-03-312026-05-26

CSX CSX CORP2.7K sharesnew addition2026-03-312026-05-26

EFX EQUIFAX INC613 sharesnew addition2026-03-312026-05-26

NAT NORDIC AMERICAN TANKERS LIMI18.8K sharesnew addition2026-03-312026-05-26

BK BANK NEW YORK MELLON CORP900 sharesnew addition2026-03-312026-05-26

URI UNITED RENTALS INC139 sharesnew addition2026-03-312026-05-26

RELX RELX PLC3.0K sharesnew addition2026-03-312026-05-26

Sponsored

ZTS ZOETIS INC835 sharesnew addition2026-03-312026-05-26

VOO VANGUARD INDEX FDS165 sharesnew addition2026-03-312026-05-26

WTRG ESSENTIAL UTILS INC2.4K sharesnew addition2026-03-312026-05-26

AZN ASTRAZENECA PLC496 sharesnew addition2026-03-312026-05-26

COR CENCORA INC311 sharesnew addition2026-03-312026-05-26

BHP BHP BILLITON LIMITED1.3K sharesnew addition2026-03-312026-05-26

CB CHUBB LTD SWITZ280 sharesnew addition2026-03-312026-05-26

AME AMETEK INC424 sharesnew addition2026-03-312026-05-26

Sponsored

PLD PROLOGIS INC.678 sharesnew addition2026-03-312026-05-26

LAZ LAZARD INC2.1K sharesnew addition2026-03-312026-05-26

MDLZ MONDELEZ INTL INC1.5K sharesnew addition2026-03-312026-05-26

STT STATE STR CORP700 sharesnew addition2026-03-312026-05-26

TXN TEXAS INSTRS INC450 sharesnew addition2026-03-312026-05-26

EEM ISHARES TR1.5K sharesnew addition2026-03-312026-05-26

BMY BRISTOL-MYERS SQUIBB CO1.4K sharesnew addition2026-03-312026-05-26

SHY ISHARES TR1.0K sharesnew addition2026-03-312026-05-26

Sponsored

MFG MIZUHO FINANCIAL GROUP INC10.3K sharesnew addition2026-03-312026-05-26

IBIT ISHARES BITCOIN TRUST ETF2.1K sharesnew addition2026-03-312026-05-26

COST COSTCO WHOLESALE CORPORATION80 sharesnew addition2026-03-312026-05-26

GSK GSK PLC1.4K sharesnew addition2026-03-312026-05-26

SBUX STARBUCKS CORP871 sharesnew addition2026-03-312026-05-26

ATHR AETHER HLDGS INC NEW33.1K sharesnew addition2026-03-312026-05-26

IVV ISHARES TR119 sharesnew addition2026-03-312026-05-26

VTRS VIATRIS INC5.7K sharesnew addition2026-03-312026-05-26

Sponsored

QQQX NUVEEN NASDAQ 100 DYNAMIC OV2.9K sharesnew addition2026-03-312026-05-26

SPGI S&P GLOBAL INC181 sharesnew addition2026-03-312026-05-26

RBA RB GLOBAL INC797 sharesnew addition2026-03-312026-05-26

GEHC GE HEALTHCARE TECHNOLOGIES I1.1K sharesnew addition2026-03-312026-05-26

TROW PRICE T ROWE GROUP INC840 sharesnew addition2026-03-312026-05-26

MDT MEDTRONIC PLC847 sharesnew addition2026-03-312026-05-26

URA GLOBAL X FDS1.5K sharesnew addition2026-03-312026-05-26

CCEP COCA-COLA EUROPACIFIC PARTNE794 sharesnew addition2026-03-312026-05-26

Sponsored

ACN ACCENTURE PLC IRELAND362 sharesnew addition2026-03-312026-05-26

NWN NORTHWEST NAT HLDG CO1.3K sharesnew addition2026-03-312026-05-26

NKE NIKE INC1.3K sharesnew addition2026-03-312026-05-26

OHI OMEGA HEALTHCARE INVS INC1.6K sharesnew addition2026-03-312026-05-26

AEP AMERICAN ELEC PWR CO INC522 sharesnew addition2026-03-312026-05-26

PHO INVESCO EXCHANGE TRADED FD T1.0K sharesnew addition2026-03-312026-05-26

CBRE CBRE GROUP INC479 sharesnew addition2026-03-312026-05-26

QCOM QUALCOMM INC503 sharesnew addition2026-03-312026-05-26

Sponsored

CII BLACKROCK ENHANCED LARGE CAP3.0K sharesnew addition2026-03-312026-05-26

FTNT FORTINET INC770 sharesnew addition2026-03-312026-05-26

CRK COMSTOCK RES INC3.0K sharesnew addition2026-03-312026-05-26

ODFL OLD DOMINION FREIGHT LINE IN321 sharesnew addition2026-03-312026-05-26

CEG CONSTELLATION ENERGY CORP224 sharesnew addition2026-03-312026-05-26

MMC MARSH & MCLENNAN COS INC359 sharesnew addition2026-03-312026-05-26

SW SMURFIT WESTROCK PLC1.6K sharesnew addition2026-03-312026-05-26

USB US BANCORP1.2K sharesnew addition2026-03-312026-05-26

Sponsored

RF REGIONS FINANCIAL CORP NEW2.3K sharesnew addition2026-03-312026-05-26

BA BOEING CO298 sharesnew addition2026-03-312026-05-26

PTC PTC INC413 sharesnew addition2026-03-312026-05-26

XENE XENON PHARMACEUTICALS INC1.0K sharesnew addition2026-03-312026-05-26

SHEL SHELL PLC615 sharesnew addition2026-03-312026-05-26

EXE EXPAND ENERGY CORPORATION519 sharesnew addition2026-03-312026-05-26

ED CONSOLIDATED EDISON INC500 sharesnew addition2026-03-312026-05-26

PNC PNC FINL SVCS GROUP INC266 sharesnew addition2026-03-312026-05-26

Sponsored

DEO DIAGEO PLC729 sharesnew addition2026-03-312026-05-26

MRNA MODERNA INC1.1K sharesnew addition2026-03-312026-05-26

PRQR PROQR THRAPEUTICS N V33.0K sharesnew addition2026-03-312026-05-26

ORCL ORACLE CORP359 sharesnew addition2026-03-312026-05-26

PKW INVESCO EXCHANGE TRADED FD T400 sharesnew addition2026-03-312026-05-26

XME SPDR SERIES TRUST475 sharesnew addition2026-03-312026-05-26

ARGX ARGENX SE69 sharesnew addition2026-03-312026-05-26

ETV EATON VANCE TAX-MANAGED BUY-3.7K sharesnew addition2026-03-312026-05-26

Sponsored

TT TRANE TECHNOLOGIES PLC120 sharesnew addition2026-03-312026-05-26

MCO MOODYS CORP113 sharesnew addition2026-03-312026-05-26

JFR NUVEEN FLOATING RATE INCOME6.4K sharesnew addition2026-03-312026-05-26

DE DEERE & CO82 sharesnew addition2026-03-312026-05-26

MPLX MPLX LP800 sharesnew addition2026-03-312026-05-26

NEM NEWMONT CORP414 sharesnew addition2026-03-312026-05-26

BAH BOOZ ALLEN HAMILTON HLDG COR559 sharesnew addition2026-03-312026-05-26

MET METLIFE INC600 sharesnew addition2026-03-312026-05-26

Sponsored

PYPL PAYPAL HLDGS INC920 sharesnew addition2026-03-312026-05-26

CTRA COTERRA ENERGY INC1.2K sharesnew addition2026-03-312026-05-26

IWM ISHARES TR161 sharesnew addition2026-03-312026-05-26

WBD WARNER BROS DISCOVERY INC1.4K sharesnew addition2026-03-312026-05-26

BDJ BLACKROCK ENHANCED EQUITY DI4.5K sharesnew addition2026-03-312026-05-26

BSM BLACK STONE MINERALS L P2.4K sharesnew addition2026-03-312026-05-26

IR INGERSOLL RAND INC457 sharesnew addition2026-03-312026-05-26

AGD ABRDN GLOBAL DYNAMIC DIVIDEN3.4K sharesnew addition2026-03-312026-05-26

Sponsored

IBM INTERNATIONAL BUSINESS MACHS150 sharesnew addition2026-03-312026-05-26

META META PLATFORMS INC63 sharesnew addition2026-03-312026-05-26

BHK BLACKROCK CORE BD TR3.8K sharesnew addition2026-03-312026-05-26

HQY HEALTHEQUITY INC396 sharesnew addition2026-03-312026-05-26

BRSP BRIGHTSPIRE CAPITAL INC5.9K sharesnew addition2026-03-312026-05-26

BP BP PLC700 sharesnew addition2026-03-312026-05-26

TLT ISHARES TR370 sharesnew addition2026-03-312026-05-26

HDB HDFC BANK LTD1.3K sharesnew addition2026-03-312026-05-26

Sponsored

NEE NEXTERA ENERGY INC343 sharesnew addition2026-03-312026-05-26

CLOA BLACKROCK ETF TRUST II609 sharesnew addition2026-03-312026-05-26

NXPI NXP SEMICONDUCTORS N V159 sharesnew addition2026-03-312026-05-26

PGR PROGRESSIVE CORP157 sharesnew addition2026-03-312026-05-26

KR KROGER CO423 sharesnew addition2026-03-312026-05-26

CNQ CANADIAN NAT RES LTD MED TER600 sharesnew addition2026-03-312026-05-26

FTNY PUTNAM ETF TRUST3.7K sharesnew addition2026-03-312026-05-26

MBC MASTERBRAND INC3.5K sharesnew addition2026-03-312026-05-26

Sponsored

FULT FULTON FINL CORP PA1.4K sharesnew addition2026-03-312026-05-26

PAVE GLOBAL X FDS556 sharesnew addition2026-03-312026-05-26

UMBF UMB FINL CORP250 sharesnew addition2026-03-312026-05-26

CBRL CRACKER BARREL OLD CTRY STOR1.0K sharesnew addition2026-03-312026-05-26

AB ALLIANCEBERNSTEIN HLDG L P735 sharesnew addition2026-03-312026-05-26

AJG GALLAGHER ARTHUR J & CO127 sharesnew addition2026-03-312026-05-26

PSX PHILLIPS 66150 sharesnew addition2026-03-312026-05-26

EXC EXELON CORP547 sharesnew addition2026-03-312026-05-26

Sponsored

CPAY CORPAY INC92 sharesnew addition2026-03-312026-05-26

FE FIRSTENERGY CORP517 sharesnew addition2026-03-312026-05-26

XBI SPDR SERIES TRUST204 sharesnew addition2026-03-312026-05-26

SLV ISHARES SILVER TR375 sharesnew addition2026-03-312026-05-26

RGLD ROYAL GOLD INC100 sharesnew addition2026-03-312026-05-26

OXY OCCIDENTAL PETE CORP390 sharesnew addition2026-03-312026-05-26

MCN XAI MADISON EQUITY PREMIUM I4.3K sharesnew addition2026-03-312026-05-26

DNP DNP SELECT INCOME FD INC2.5K sharesnew addition2026-03-312026-05-26

Sponsored

FTMU PUTNAM ETF TRUST3.2K sharesnew addition2026-03-312026-05-26

XLV SELECT SECTOR SPDR TR170 sharesnew addition2026-03-312026-05-26

STRA STRATEGIC ED INC300 sharesnew addition2026-03-312026-05-26

NOW SERVICENOW INC233 sharesnew addition2026-03-312026-05-26

ORI OLD REP INTL CORP600 sharesnew addition2026-03-312026-05-26

XLI SELECT SECTOR SPDR TR142 sharesnew addition2026-03-312026-05-26

HTD HANCOCK JOHN TAX-ADVANTAGED919 sharesnew addition2026-03-312026-05-26

HIO WESTERN ASSET HIGH INCOME OP6.3K sharesnew addition2026-03-312026-05-26

Sponsored

DIS DISNEY WALT CO233 sharesnew addition2026-03-312026-05-26

ETG EATON VANCE TX ADV GLBL DIV1.1K sharesnew addition2026-03-312026-05-26

CMI CUMMINS INC40 sharesnew addition2026-03-312026-05-26

AVK ADVENT CONV & INCOME FD1.9K sharesnew addition2026-03-312026-05-26

FCT FIRST TR SR FLTG RATE INCOME2.2K sharesnew addition2026-03-312026-05-26

FRA BLACKROCK FLOATING RATE INCO1.9K sharesnew addition2026-03-312026-05-26

HYT BLACKROCK CORPOR HI YLD FD I2.5K sharesnew addition2026-03-312026-05-26

SABA SABA CAPITAL INCOME & OPPORT2.5K sharesnew addition2026-03-312026-05-26

Sponsored

JQC NUVEEN CR STRATEGIES INCOME4.3K sharesnew addition2026-03-312026-05-26

CLX CLOROX CO DEL195 sharesnew addition2026-03-312026-05-26

TKR TIMKEN CO200 sharesnew addition2026-03-312026-05-26

GAP GAP INC825 sharesnew addition2026-03-312026-05-26

ETO EATON VANCE TAX-ADVANTAGED G727 sharesnew addition2026-03-312026-05-26

BABA ALIBABA GROUP HLDG LTD151 sharesnew addition2026-03-312026-05-26

EAD ALLSPRING INCOME OPPORTUNIT2.9K sharesnew addition2026-03-312026-05-26

WES WESTERN MIDSTREAM PARTNERS L450 sharesnew addition2026-03-312026-05-26

Sponsored

EVV EATON VANCE LIMITED DURATION1.9K sharesnew addition2026-03-312026-05-26

PFG PRINCIPAL FINANCIAL GROUP IN200 sharesnew addition2026-03-312026-05-26

NI NISOURCE INC384 sharesnew addition2026-03-312026-05-26

IGSB ISHARES TR320 sharesnew addition2026-03-312026-05-26

PSEC PROSPECT CAP CORP6.4K sharesnew addition2026-03-312026-05-26

RSP INVESCO EXCHANGE TRADED FD T87 sharesnew addition2026-03-312026-05-26

NSC NORFOLK SOUTHN CORP58 sharesnew addition2026-03-312026-05-26

IGA VOYA GLBL ADV & PREM OPP FD1.7K sharesnew addition2026-03-312026-05-26

Sponsored

SCI SERVICE CORP INTL200 sharesnew addition2026-03-312026-05-26

REXR REXFORD INDL RLTY INC500 sharesnew addition2026-03-312026-05-26

NHS NEUBERGER HIGH YIELD ST FD I2.5K sharesnew addition2026-03-312026-05-26

RITM RITHM CAPITAL CORP1.7K sharesnew addition2026-03-312026-05-26

WAB WABTEC64 sharesnew addition2026-03-312026-05-26

URNM SPROTT FDS TR250 sharesnew addition2026-03-312026-05-26

BGT BLACKROCK FLOATING RATE INC1.4K sharesnew addition2026-03-312026-05-26

NMAI NUVEEN MULTI ASSET INCOME FU1.2K sharesnew addition2026-03-312026-05-26

Sponsored

PTY PIMCO CORPORATE & INCOME OPP1.2K sharesnew addition2026-03-312026-05-26

CMCSA COMCAST CORP NEW506 sharesnew addition2026-03-312026-05-26

BLK BLACKROCK INC15 sharesnew addition2026-03-312026-05-26

UBER UBER TECHNOLOGIES INC200 sharesnew addition2026-03-312026-05-26

PCN PIMCO CORPORATE & INCM STRG1.2K sharesnew addition2026-03-312026-05-26

LBTYA LIBERTY GLOBAL LTD1.2K sharesnew addition2026-03-312026-05-26

CIF MFS INTER HIGH INCOME FD8.6K sharesnew addition2026-03-312026-05-26

CNI CANADIAN NATL RY CO130 sharesnew addition2026-03-312026-05-26

Sponsored

NYCB FLAGSTAR BANK NATIONAL ASSOC974 sharesnew addition2026-03-312026-05-26

OMDA OMADA HEALTH INC1.0K sharesnew addition2026-03-312026-05-26

CACI CACI INTL INC23 sharesnew addition2026-03-312026-05-26

XLP SELECT SECTOR SPDR TR149 sharesnew addition2026-03-312026-05-26

VLT INVESCO HIGH INCOME TR II1.2K sharesnew addition2026-03-312026-05-26

BTZ BLACKROCK CR ALLOCATION1.2K sharesnew addition2026-03-312026-05-26

LUMN LUMEN TECHNOLOGIES INC1.7K sharesnew addition2026-03-312026-05-26

BEN FRANKLIN RESOURCES INC500 sharesnew addition2026-03-312026-05-26

Sponsored

TLH ISHARES TR117 sharesnew addition2026-03-312026-05-26

PML PIMCO MUN INCOME FD II1.5K sharesnew addition2026-03-312026-05-26

AOD ABRDN TOTAL DYNAMIC DIVIDEND1.2K sharesnew addition2026-03-312026-05-26

EXG EATON VANCE TAX-MANAGED GLOB1.3K sharesnew addition2026-03-312026-05-26

BOE BLACKROCK ENHANCED GLOBAL990 sharesnew addition2026-03-312026-05-26

XLB SELECT SECTOR SPDR TR215 sharesnew addition2026-03-312026-05-26

OESX ORION ENERGY SYS INC1.2K sharesnew addition2026-03-312026-05-26

JBLU JETBLUE AIRWAYS CORP2.3K sharesnew addition2026-03-312026-05-26

Sponsored

MUX MCEWEN INC.500 sharesnew addition2026-03-312026-05-26

NTIC NORTHERN TECHNOLOGIES INTL C1.2K sharesnew addition2026-03-312026-05-26

DGX QUEST DIAGNOSTICS INC50 sharesnew addition2026-03-312026-05-26

GBTC GRAYSCALE BITCOIN TRUST ETF170 sharesnew addition2026-03-312026-05-26

IFRX INFLARX NV10.0K sharesnew addition2026-03-312026-05-26

ETB EATON VANCE TAX MNGED BUY WR599 sharesnew addition2026-03-312026-05-26

USIG ISHARES TR168 sharesnew addition2026-03-312026-05-26

CL COLGATE PALMOLIVE CO100 sharesnew addition2026-03-312026-05-26

Sponsored

VGK VANGUARD INTL EQUITY INDEX F100 sharesnew addition2026-03-312026-05-26

PLTR PALANTIR TECHNOLOGIES INC55 sharesnew addition2026-03-312026-05-26

FLOT ISHARES TR145 sharesnew addition2026-03-312026-05-26

KHC KRAFT HEINZ CO300 sharesnew addition2026-03-312026-05-26

JMUB J P MORGAN EXCHANGE TRADED F132 sharesnew addition2026-03-312026-05-26

AGZ ISHARES TR60 sharesnew addition2026-03-312026-05-26

ROK ROCKWELL AUTOMATION INC18 sharesnew addition2026-03-312026-05-26

IGIB ISHARES TR120 sharesnew addition2026-03-312026-05-26

Sponsored

SGMO SANGAMO THERAPEUTICS INC25.4K sharesnew addition2026-03-312026-05-26

CTSH COGNIZANT TECHNOLOGY SOLUTIO102 sharesnew addition2026-03-312026-05-26

IEF ISHARES TR65 sharesnew addition2026-03-312026-05-26

GS GOLDMAN SACHS GROUP INC7 sharesnew addition2026-03-312026-05-26

MBB ISHARES TR60 sharesnew addition2026-03-312026-05-26

AWP ABRDN GLOBAL PREMIER PPTYS F513 sharesnew addition2026-03-312026-05-26

IJR ISHARES TR45 sharesnew addition2026-03-312026-05-26

BRW SABA CAPITAL INCOME & OPRNT797 sharesnew addition2026-03-312026-05-26

Sponsored

FTNJ PUTNAM ETF TRUST614 sharesnew addition2026-03-312026-05-26

NFJ VIRTUS DIVIDEND INTEREST & P419 sharesnew addition2026-03-312026-05-26

FGEN KYNTRA BIO INC704 sharesnew addition2026-03-312026-05-26

TTD THE TRADE DESK INC203 sharesnew addition2026-03-312026-05-26

XLRE SELECT SECTOR SPDR TR109 sharesnew addition2026-03-312026-05-26

LQD ISHARES TR40 sharesnew addition2026-03-312026-05-26

IAU ISHARES GOLD TR47 sharesnew addition2026-03-312026-05-26

BLNK BLINK CHARGING CO7.3K sharesnew addition2026-03-312026-05-26

Sponsored

BIB PROSHARES TR50 sharesnew addition2026-03-312026-05-26

IGD VOYA GLBL EQTY DIV & PREM OP713 sharesnew addition2026-03-312026-05-26

NEWT NEWTEKONE INC348 sharesnew addition2026-03-312026-05-26

QYLD GLOBAL X FDS200 sharesnew addition2026-03-312026-05-26

CORZZ CORE SCIENTIFIC INC NEW212 sharesnew addition2026-03-312026-05-26

AA ALCOA CORP45 sharesnew addition2026-03-312026-05-26

PDI PIMCO DYNAMIC INCOME FD163 sharesnew addition2026-03-312026-05-26

TCPC BLACKROCK TCP CAPITAL CORP770 sharesnew addition2026-03-312026-05-26

Sponsored

COMT ISHARES U S ETF TR79 sharesnew addition2026-03-312026-05-26

CORZW CORE SCIENTIFIC INC NEW254 sharesnew addition2026-03-312026-05-26

DHF BNY MELLON HIGH YIELD STRATE854 sharesnew addition2026-03-312026-05-26

TGTX TG THERAPEUTICS INC62 sharesnew addition2026-03-312026-05-26

ETW EATON VANCE TAX-MANAGED GLOB233 sharesnew addition2026-03-312026-05-26

NUE NUCOR CORP10 sharesnew addition2026-03-312026-05-26

CORZ CORE SCIENTIFIC INC NEW106 sharesnew addition2026-03-312026-05-26

EWD ISHARES INC25 sharesnew addition2026-03-312026-05-26

Sponsored

ASRT ASSERTIO HOLDINGS INC63 sharesnew addition2026-03-312026-05-26

VST VISTRA CORP7 sharesnew addition2026-03-312026-05-26

BTC GRAYSCALE BITCOIN MINI TR ET34 sharesnew addition2026-03-312026-05-26

EWS ISHARES INC35 sharesnew addition2026-03-312026-05-26

WMG WARNER MUSIC GROUP CORP38 sharesnew addition2026-03-312026-05-26

TLN TALEN ENERGY CORP3 sharesnew addition2026-03-312026-05-26

PSKY PARAMOUNT SKYDANCE CORP100 sharesnew addition2026-03-312026-05-26

VSNT VERSANT MEDIA GROUP INC20 sharesnew addition2026-03-312026-05-26

Sponsored

NWL NEWELL BRANDS INC129 sharesnew addition2026-03-312026-05-26

BHC BAUSCH HEALTH COS INC74 sharesnew addition2026-03-312026-05-26

ONCY ONCOLYTICS BIOTECH INC150 sharesnew addition2026-03-312026-05-26

DOW DOW HLDGS INC3 sharesnew addition2026-03-312026-05-26

SIRI SIRIUSXM HOLDINGS INC5 sharesnew addition2026-03-312026-05-26

OPEN OPENDOOR TECHNOLOGIES INC20 sharesnew addition2026-03-312026-05-26

BBBY BED BATH & BEYOND INC10 sharesnew addition2026-03-312026-05-26

NEUBERGER HIGH YIELD ST FD I NEUBERGER HIGH YIELD ST FD I2.5K sharesnew addition2026-03-312026-05-26

Sponsored

TAOWEAVE INC TAOWEAVE INC2 sharesnew addition2026-03-312026-05-26

MREO MEREO BIOPHARMA GROUP PLC1 sharesnew addition2026-03-312026-05-26

UNP

UNION PAC CORP

New

Shares37.7K

Event2026-03-31

Filed2026-05-26

AAPL

APPLE INC

New

Shares29.2K

Event2026-03-31

Filed2026-05-26

PROSHARES TR

New

Shares188.6K

Event2026-03-31

Filed2026-05-26

PWR

QUANTA SVCS INC

New

Shares7.3K

Event2026-03-31

Filed2026-05-26

MTB

M & T BK CORP

New

Shares18.6K

Event2026-03-31

Filed2026-05-26

XLU

SELECT SECTOR SPDR TR

New

Shares83.5K

Event2026-03-31

Filed2026-05-26

MSFT

MICROSOFT CORP

New

Shares8.5K

Event2026-03-31

Filed2026-05-26

HON

HONEYWELL INTL INC

New

Shares13.7K

Event2026-03-31

Filed2026-05-26

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares4.6K

Event2026-03-31

Filed2026-05-26

BARRICK MNG CORP

New

Shares68.8K

Event2026-03-31

Filed2026-05-26

NVDA

NVIDIA CORPORATION

New

Shares14.1K

Event2026-03-31

Filed2026-05-26

GLD

SPDR GOLD TR

New

Shares5.6K

Event2026-03-31

Filed2026-05-26

MICRON TECHNOLOGY INC

New

Shares7.1K

Event2026-03-31

Filed2026-05-26

OMC

OMNICOM GROUP INC

New

Shares31.5K

Event2026-03-31

Filed2026-05-26

MELI

MERCADOLIBRE INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-26

GLW

CORNING INC

New

Shares13.6K

Event2026-03-31

Filed2026-05-26

ENERGY TRANSFER L P

New

Shares90.9K

Event2026-03-31

Filed2026-05-26

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares43.8K

Event2026-03-31

Filed2026-05-26

RTX

RTX CORPORATION

New

Shares8.6K

Event2026-03-31

Filed2026-05-26

JPM

JPMORGAN CHASE & CO

New

Shares5.6K

Event2026-03-31

Filed2026-05-26

QQQ

INVESCO QQQ TR

New

Shares2.8K

Event2026-03-31

Filed2026-05-26

LMT

LOCKHEED MARTIN CORP

New

Shares2.6K

Event2026-03-31

Filed2026-05-26

HII

HUNTINGTON INGALLS INDS INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-26

MYRG

MYR GROUP INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-26

WCN

WASTE CONNECTIONS INC

New

Shares8.4K

Event2026-03-31

Filed2026-05-26

LLY

ELI LILLY & CO

New

Shares1.4K

Event2026-03-31

Filed2026-05-26

CSCO

CISCO SYS INC

New

Shares16.6K

Event2026-03-31

Filed2026-05-26

CITIGROUP INC

New

Shares11.3K

Event2026-03-31

Filed2026-05-26

GENERAL DYNAMICS CORP

New

Shares3.7K

Event2026-03-31

Filed2026-05-26

GOOGL

ALPHABET INC

New

Shares4.4K

Event2026-03-31

Filed2026-05-26

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares2.6K

Event2026-03-31

Filed2026-05-26

BAC

BANK AMERICA CORP

New

Shares25.5K

Event2026-03-31

Filed2026-05-26

NOC

NORTHROP GRUMMAN CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-26

AMZN

AMAZON COM INC

New

Shares5.8K

Event2026-03-31

Filed2026-05-26

GE AEROSPACE

New

Shares3.7K

Event2026-03-31

Filed2026-05-26

ABBV

ABBVIE INC

New

Shares4.7K

Event2026-03-31

Filed2026-05-26

TEVA

TEVA PHARMACEUTICAL INDS LTD

New

Shares32.0K

Event2026-03-31

Filed2026-05-26

JNJ

JOHNSON & JOHNSON

New

Shares3.8K

Event2026-03-31

Filed2026-05-26

GDX

VANECK ETF TRUST

New

Shares10.2K

Event2026-03-31

Filed2026-05-26

BLACKSTONE INC

New

Shares7.8K

Event2026-03-31

Filed2026-05-26

GEV

GE VERNOVA INC

New

Shares995

Event2026-03-31

Filed2026-05-26

MRK

MERCK & CO INC

New

Shares7.2K

Event2026-03-31

Filed2026-05-26

XLF

SELECT SECTOR SPDR TR

New

Shares17.3K

Event2026-03-31

Filed2026-05-26

MTD

METTLER TOLEDO INTERNATIONAL

New

Shares676

Event2026-03-31

Filed2026-05-26

WMT

WALMART INC

New

Shares6.6K

Event2026-03-31

Filed2026-05-26

WFC

WELLS FARGO & CO

New

Shares8.6K

Event2026-03-31

Filed2026-05-26

GILD

GILEAD SCIENCES INC

New

Shares4.9K

Event2026-03-31

Filed2026-05-26

AVGO

BROADCOM INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-26

PROCTER & GAMBLE CO

New

Shares4.3K

Event2026-03-31

Filed2026-05-26

OKE

ONEOK INC NEW

New

Shares6.5K

Event2026-03-31

Filed2026-05-26

KKR

KKR & CO INC

New

Shares6.0K

Event2026-03-31

Filed2026-05-26

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares1.9K

Event2026-03-31

Filed2026-05-26

FWONK

LIBERTY MEDIA CORP DEL

New

Shares6.0K

Event2026-03-31

Filed2026-05-26

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares1.5K

Event2026-03-31

Filed2026-05-26

NVS

NOVARTIS AG

New

Shares3.3K

Event2026-03-31

Filed2026-05-26

CPNG

COUPANG INC

New

Shares26.6K

Event2026-03-31

Filed2026-05-26

PHILIP MORRIS INTL INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-26

COCA COLA CO

New

Shares6.2K

Event2026-03-31

Filed2026-05-26

HOME DEPOT INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-26

WPM

WHEATON PRECIOUS METALS CORP

New

Shares3.4K

Event2026-03-31

Filed2026-05-26

COWZ

PACER FDS TR

New

Shares7.0K

Event2026-03-31

Filed2026-05-26

BXSL

BLACKSTONE SECD LENDING FD

New

Shares18.5K

Event2026-03-31

Filed2026-05-26

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares2.7K

Event2026-03-31

Filed2026-05-26

COPX

GLOBAL X FDS

New

Shares5.4K

Event2026-03-31

Filed2026-05-26

AEM

AGNICO EAGLE MINES LTD

New

Shares1.9K

Event2026-03-31

Filed2026-05-26

FCX

FREEPORT MCMORAN INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-26

AT&T INC

New

Shares13.0K

Event2026-03-31

Filed2026-05-26

ABT

ABBOTT LABORATORIES

New

Shares3.6K

Event2026-03-31

Filed2026-05-26

PSQ

PROSHARES TR

New

Shares11.0K

Event2026-03-31

Filed2026-05-26

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares691

Event2026-03-31

Filed2026-05-26

DIA

STATE STR SPDR DOW JONES IND

New

Shares713

Event2026-03-31

Filed2026-05-26

XOM

EXXON MOBIL CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-26

XLK

SELECT SECTOR SPDR TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-26

WASTE MGMT INC DEL

New

Shares1.4K

Event2026-03-31

Filed2026-05-26

SEABRIDGE GOLD INC

New

Shares10.9K

Event2026-03-31

Filed2026-05-26

SOLS

SOLSTICE ADVANCED MATLS INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-26

PFE

PFIZER INC

New

Shares10.8K

Event2026-03-31

Filed2026-05-26

SCHW

SCHWAB CHARLES CORP

New

Shares3.2K

Event2026-03-31

Filed2026-05-26

ADI

ANALOG DEVICES INC

New

Shares952

Event2026-03-31

Filed2026-05-26

UNILEVER PLC

New

Shares5.2K

Event2026-03-31

Filed2026-05-26

VERIZON COMMUNICATIONS INC

New

Shares5.8K

Event2026-03-31

Filed2026-05-26

JD.COM INC

New

Shares9.9K

Event2026-03-31

Filed2026-05-26

XLY

SELECT SECTOR SPDR TR

New

Shares2.7K

Event2026-03-31

Filed2026-05-26

CCS

CENTURY COMMUNITIES INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-26

MASTERCARD INCORPORATED

New

Shares568

Event2026-03-31

Filed2026-05-26

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares633

Event2026-03-31

Filed2026-05-26

VISA INC

New

Shares894

Event2026-03-31

Filed2026-05-26

WMB

WILLIAMS COS INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-26

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-26

NNE

NANO NUCLEAR ENERGY INC

New

Shares12.0K

Event2026-03-31

Filed2026-05-26

DHR

DANAHER CORP DEL

New

Shares1.3K

Event2026-03-31

Filed2026-05-26

ALTRIA GROUP INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-26

AXP

AMERICAN EXPRESS CO

New

Shares775

Event2026-03-31

Filed2026-05-26

FVD

FIRST TR EXCHANGE-TRADED FD

New

Shares4.9K

Event2026-03-31

Filed2026-05-26

COP

CONOCOPHILLIPS

New

Shares1.7K

Event2026-03-31

Filed2026-05-26

MORGAN STANLEY

New

Shares1.4K

Event2026-03-31

Filed2026-05-26

UNG

UNITED STS NAT GAS FD LP

New

Shares19.5K

Event2026-03-31

Filed2026-05-26

GOOG

ALPHABET INC

New

Shares796

Event2026-03-31

Filed2026-05-26

HOLX

HOLOGIC INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-26

APH

AMPHENOL CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-26

BTI

BRITISH AMERN TOB PLC

New

Shares3.8K

Event2026-03-31

Filed2026-05-26

AMH

AMERICAN HOMES 4 RENT

New

Shares8.0K

Event2026-03-31

Filed2026-05-26

COIN

COINBASE GLOBAL INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-26

PTGX

PROTAGONIST THERAPEUTICS INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-26

AMAT

APPLIED MATLS INC

New

Shares614

Event2026-03-31

Filed2026-05-26

VICR

VICOR CORP

New

Shares1.3K

Event2026-03-31

Filed2026-05-26

EVT

EATON VANCE TAX ADVT DIV INC

New

Shares8.1K

Event2026-03-31

Filed2026-05-26

AON

AON PLC

New

Shares603

Event2026-03-31

Filed2026-05-26

DUK

DUKE ENERGY CORP NEW

New

Shares1.5K

Event2026-03-31

Filed2026-05-26

CRM

SALESFORCE INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-26

CVX

CHEVRON CORPORATION

New

Shares908

Event2026-03-31

Filed2026-05-26

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-26

PAAS

PAN AMERN SILVER CORP

New

Shares3.4K

Event2026-03-31

Filed2026-05-26

BSX

BOSTON SCIENTIFIC CORP

New

Shares2.9K

Event2026-03-31

Filed2026-05-26

INTC

INTEL CORP

New

Shares4.0K

Event2026-03-31

Filed2026-05-26

JACOBS SOLUTIONS INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-26

KLAC

KLA CORP

New

Shares116

Event2026-03-31

Filed2026-05-26

RIO

RIO TINTO PLC

New

Shares1.8K

Event2026-03-31

Filed2026-05-26

EQT

EQT CORP

New

Shares2.6K

Event2026-03-31

Filed2026-05-26

PANW

PALO ALTO NETWORKS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-26

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares10.1K

Event2026-03-31

Filed2026-05-26

ETN

EATON CORP PLC

New

Shares450

Event2026-03-31

Filed2026-05-26

FORD MTR CO

New

Shares13.6K

Event2026-03-31

Filed2026-05-26

MCD

MCDONALDS CORP

New

Shares500

Event2026-03-31

Filed2026-05-26

MSI

MOTOROLA SOLUTIONS INC

New

Shares355

Event2026-03-31

Filed2026-05-26

ASML

ASML HLDG NV

New

Shares114

Event2026-03-31

Filed2026-05-26

LOW

LOWES COS INC

New

Shares631

Event2026-03-31

Filed2026-05-26

UNH

UNITEDHEALTH GROUP INC

New

Shares532

Event2026-03-31

Filed2026-05-26

IQV

IQVIA HLDGS INC

New

Shares812

Event2026-03-31

Filed2026-05-26

LIN

LINDE PLC

New

Shares279

Event2026-03-31

Filed2026-05-26

TIP

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-26

FBIN

FORTUNE BRANDS INNOVATIONS I

New

Shares3.5K

Event2026-03-31

Filed2026-05-26

EOS

EATON VANCE ENHANCED EQUITY

New

Shares6.1K

Event2026-03-31

Filed2026-05-26

FFA

FIRST TR ENHANCED EQUITY

New

Shares5.8K

Event2026-03-31

Filed2026-05-26

SNA

SNAP ON INC

New

Shares325

Event2026-03-31

Filed2026-05-26

EOI

EATON VANCE ENHANCED EQUITY

New

Shares6.1K

Event2026-03-31

Filed2026-05-26

XLE

SELECT SECTOR SPDR TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-26

PEP

PEPSICO INC

New

Shares720

Event2026-03-31

Filed2026-05-26

CSX

CSX CORP

New

Shares2.7K

Event2026-03-31

Filed2026-05-26

EFX

EQUIFAX INC

New

Shares613

Event2026-03-31

Filed2026-05-26

NAT

NORDIC AMERICAN TANKERS LIMI

New

Shares18.8K

Event2026-03-31

Filed2026-05-26

BANK NEW YORK MELLON CORP

New

Shares900

Event2026-03-31

Filed2026-05-26

URI

UNITED RENTALS INC

New

Shares139

Event2026-03-31

Filed2026-05-26

RELX

RELX PLC

New

Shares3.0K

Event2026-03-31

Filed2026-05-26

ZTS

ZOETIS INC

New

Shares835

Event2026-03-31

Filed2026-05-26

VOO

VANGUARD INDEX FDS

New

Shares165

Event2026-03-31

Filed2026-05-26

WTRG

ESSENTIAL UTILS INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-26

AZN

ASTRAZENECA PLC

New

Shares496

Event2026-03-31

Filed2026-05-26

COR

CENCORA INC

New

Shares311

Event2026-03-31

Filed2026-05-26

BHP

BHP BILLITON LIMITED

New

Shares1.3K

Event2026-03-31

Filed2026-05-26

CHUBB LTD SWITZ

New

Shares280

Event2026-03-31

Filed2026-05-26

AME

AMETEK INC

New

Shares424

Event2026-03-31

Filed2026-05-26

PLD

PROLOGIS INC.

New

Shares678

Event2026-03-31

Filed2026-05-26

LAZ

LAZARD INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-26

MDLZ

MONDELEZ INTL INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-26

STT

STATE STR CORP

New

Shares700

Event2026-03-31

Filed2026-05-26

TXN

TEXAS INSTRS INC

New

Shares450

Event2026-03-31

Filed2026-05-26

EEM

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-05-26

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares1.4K

Event2026-03-31

Filed2026-05-26

SHY

ISHARES TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-26

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares10.3K

Event2026-03-31

Filed2026-05-26

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares2.1K

Event2026-03-31

Filed2026-05-26

COST

COSTCO WHOLESALE CORPORATION

New

Shares80

Event2026-03-31

Filed2026-05-26

GSK

GSK PLC

New

Shares1.4K

Event2026-03-31

Filed2026-05-26

SBUX

STARBUCKS CORP

New

Shares871

Event2026-03-31

Filed2026-05-26

ATHR

AETHER HLDGS INC NEW

New

Shares33.1K

Event2026-03-31

Filed2026-05-26

IVV

ISHARES TR

New

Shares119

Event2026-03-31

Filed2026-05-26

VTRS

VIATRIS INC

New

Shares5.7K

Event2026-03-31

Filed2026-05-26

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

New

Shares2.9K

Event2026-03-31

Filed2026-05-26

SPGI

S&P GLOBAL INC

New

Shares181

Event2026-03-31

Filed2026-05-26

RBA

RB GLOBAL INC

New

Shares797

Event2026-03-31

Filed2026-05-26

GEHC

GE HEALTHCARE TECHNOLOGIES I

New

Shares1.1K

Event2026-03-31

Filed2026-05-26

TROW

PRICE T ROWE GROUP INC

New

Shares840

Event2026-03-31

Filed2026-05-26

MDT

MEDTRONIC PLC

New

Shares847

Event2026-03-31

Filed2026-05-26

URA

GLOBAL X FDS

New

Shares1.5K

Event2026-03-31

Filed2026-05-26

CCEP

COCA-COLA EUROPACIFIC PARTNE

New

Shares794

Event2026-03-31

Filed2026-05-26

ACN

ACCENTURE PLC IRELAND

New

Shares362

Event2026-03-31

Filed2026-05-26

NWN

NORTHWEST NAT HLDG CO

New

Shares1.3K

Event2026-03-31

Filed2026-05-26

NKE

NIKE INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-26

OHI

OMEGA HEALTHCARE INVS INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-26

AEP

AMERICAN ELEC PWR CO INC

New

Shares522

Event2026-03-31

Filed2026-05-26

PHO

INVESCO EXCHANGE TRADED FD T

New

Shares1.0K

Event2026-03-31

Filed2026-05-26

CBRE

CBRE GROUP INC

New

Shares479

Event2026-03-31

Filed2026-05-26

QCOM

QUALCOMM INC

New

Shares503

Event2026-03-31

Filed2026-05-26

CII

BLACKROCK ENHANCED LARGE CAP

New

Shares3.0K

Event2026-03-31

Filed2026-05-26

FTNT

FORTINET INC

New

Shares770

Event2026-03-31

Filed2026-05-26

CRK

COMSTOCK RES INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-26

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares321

Event2026-03-31

Filed2026-05-26

CEG

CONSTELLATION ENERGY CORP

New

Shares224

Event2026-03-31

Filed2026-05-26

MMC

MARSH & MCLENNAN COS INC

New

Shares359

Event2026-03-31

Filed2026-05-26

SMURFIT WESTROCK PLC

New

Shares1.6K

Event2026-03-31

Filed2026-05-26

USB

US BANCORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-26

REGIONS FINANCIAL CORP NEW

New

Shares2.3K

Event2026-03-31

Filed2026-05-26

BOEING CO

New

Shares298

Event2026-03-31

Filed2026-05-26

PTC

PTC INC

New

Shares413

Event2026-03-31

Filed2026-05-26

XENE

XENON PHARMACEUTICALS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-26

SHEL

SHELL PLC

New

Shares615

Event2026-03-31

Filed2026-05-26

EXE

EXPAND ENERGY CORPORATION

New

Shares519

Event2026-03-31

Filed2026-05-26

CONSOLIDATED EDISON INC

New

Shares500

Event2026-03-31

Filed2026-05-26

PNC

PNC FINL SVCS GROUP INC

New

Shares266

Event2026-03-31

Filed2026-05-26

DEO

DIAGEO PLC

New

Shares729

Event2026-03-31

Filed2026-05-26

MRNA

MODERNA INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-26

PRQR

PROQR THRAPEUTICS N V

New

Shares33.0K

Event2026-03-31

Filed2026-05-26

ORCL

ORACLE CORP

New

Shares359

Event2026-03-31

Filed2026-05-26

PKW

INVESCO EXCHANGE TRADED FD T

New

Shares400

Event2026-03-31

Filed2026-05-26

XME

SPDR SERIES TRUST

New

Shares475

Event2026-03-31

Filed2026-05-26

ARGX

ARGENX SE

New

Shares69

Event2026-03-31

Filed2026-05-26

ETV

EATON VANCE TAX-MANAGED BUY-

New

Shares3.7K

Event2026-03-31

Filed2026-05-26

TRANE TECHNOLOGIES PLC

New

Shares120

Event2026-03-31

Filed2026-05-26

MCO

MOODYS CORP

New

Shares113

Event2026-03-31

Filed2026-05-26

JFR

NUVEEN FLOATING RATE INCOME

New

Shares6.4K

Event2026-03-31

Filed2026-05-26

DEERE & CO

New

Shares82

Event2026-03-31

Filed2026-05-26

MPLX

MPLX LP

New

Shares800

Event2026-03-31

Filed2026-05-26

NEM

NEWMONT CORP

New

Shares414

Event2026-03-31

Filed2026-05-26

BAH

BOOZ ALLEN HAMILTON HLDG COR

New

Shares559

Event2026-03-31

Filed2026-05-26

MET

METLIFE INC

New

Shares600

Event2026-03-31

Filed2026-05-26

PYPL

PAYPAL HLDGS INC

New

Shares920

Event2026-03-31

Filed2026-05-26

CTRA

COTERRA ENERGY INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-26

IWM

ISHARES TR

New

Shares161

Event2026-03-31

Filed2026-05-26

WBD

WARNER BROS DISCOVERY INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-26

BDJ

BLACKROCK ENHANCED EQUITY DI

New

Shares4.5K

Event2026-03-31

Filed2026-05-26

BSM

BLACK STONE MINERALS L P

New

Shares2.4K

Event2026-03-31

Filed2026-05-26

INGERSOLL RAND INC

New

Shares457

Event2026-03-31

Filed2026-05-26

AGD

ABRDN GLOBAL DYNAMIC DIVIDEN

New

Shares3.4K

Event2026-03-31

Filed2026-05-26

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares150

Event2026-03-31

Filed2026-05-26