Sponsored

The Analysis of Baer Investment Advisory LLC's Holdings & P&L

Currently, Baer Investment Advisory LLC holds 347 types of securities in its portfolio with a total value $813.9M. In the most recent quarter, they have increased their positions in IWY (+462.6K shares, valued at $115.1M), SCHD (+1.5M shares, valued at $46.8M), IMCG (+432.0K shares, valued at $34.0M); decreased their positions in APH (-46.5K shares, valued at $5.9M), EME (-7.9K shares, valued at $5.8M), ADI (-17.6K shares, valued at $5.6M); initiated new positions in IWY (+462.6K shares, valued at $115.1M), SCHD (+1.5M shares, valued at $46.8M), IMCG (+432.0K shares, valued at $34.0M).

1M P&L

+28.9M+3.57%

3M P&L

+32.3M+4.01%

HY P&L

+65.5M+8.48%

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/A600.6M

79.7%

2Semiconductors25.2M

3.3%

3Consumer Electronics14.6M

1.9%

Top Industries by Stock Count

1N/A161 stocks

50.5%

2Software - Application10 stocks

3.1%

3Semiconductors7 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWY ISHARES TR462.6K sharesnew addition2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR1.5M sharesnew addition2026-03-312026-04-27

IMCG ISHARES TR432.0K sharesnew addition2026-03-312026-04-27

FDVV FIDELITY COVINGTON TRUST549.0K sharesnew addition2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS44.5K sharesnew addition2026-03-312026-04-27

IVLU ISHARES TR626.0K sharesnew addition2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR180.4K sharesnew addition2026-03-312026-04-27

PYLD PIMCO ETF TR809.0K sharesnew addition2026-03-312026-04-27

Sponsored

IJR ISHARES TR156.2K sharesnew addition2026-03-312026-04-27

NVDA NVIDIA CORPORATION107.6K shares512.83%2026-03-312026-04-27

EVTR MORGAN STANLEY ETF TRUST328.0K sharesnew addition2026-03-312026-04-27

SLYG SPDR SERIES TRUST163.5K sharesnew addition2026-03-312026-04-27

AAPL APPLE INC57.5K shares312.72%2026-03-312026-04-27

VBR VANGUARD INDEX FDS65.6K sharesnew addition2026-03-312026-04-27

BIL SPDR SERIES TRUST141.0K sharesnew addition2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR242.2K sharesnew addition2026-03-312026-04-27

Sponsored

SPEM SPDR INDEX SHS FDS220.8K sharesnew addition2026-03-312026-04-27

FVD FIRST TR EXCHANGE-TRADED FD204.2K sharesnew addition2026-03-312026-04-27

MSFT MICROSOFT CORP18.3K shares366.34%2026-03-312026-04-27

AMZN AMAZON COM INC28.7K shares9.07%2026-03-312026-04-27

ALPHABET INC ALPHABET INC20.7K sharesnew addition2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR10.1K shares2761.02%2026-03-312026-04-27

TSLA TESLA INC15.3K sharesnew addition2026-03-312026-04-27

AVDV AMERICAN CENTY ETF TR53.7K sharesnew addition2026-03-312026-04-27

Sponsored

JBND J P MORGAN EXCHANGE TRADED F99.3K sharesnew addition2026-03-312026-04-27

BROADCOM INC BROADCOM INC17.1K sharesnew addition2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS89.0K sharesnew addition2026-03-312026-04-27

DIVO AMPLIFY ETF TR111.9K sharesnew addition2026-03-312026-04-27

VCRB VANGUARD MALVERN FDS63.5K sharesnew addition2026-03-312026-04-27

RSPU INVESCO EXCHANGE TRADED FD T59.8K sharesnew addition2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR29.0K sharesnew addition2026-03-312026-04-27

CGDV CAPITAL GROUP DIVIDEND VALUE106.1K sharesnew addition2026-03-312026-04-27

Sponsored

XLC SELECT SECTOR SPDR TR40.2K sharesnew addition2026-03-312026-04-27

META META PLATFORMS INC7.7K sharesnew addition2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS28.0K sharesnew addition2026-03-312026-04-27

VCLT VANGUARD SCOTTSDALE FDS50.1K sharesnew addition2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR25.4K sharesnew addition2026-03-312026-04-27

SPYG SPDR SERIES TRUST37.5K sharesnew addition2026-03-312026-04-27

FPEI FIRST TR EXCH TRADED FD III185.9K sharesnew addition2026-03-312026-04-27

VTI VANGUARD INDEX FDS10.7K sharesnew addition2026-03-312026-04-27

Sponsored

HEQT SIMPLIFY EXCHANGE TRADED FUN107.6K sharesnew addition2026-03-312026-04-27

MOAT VANECK ETF TRUST35.0K sharesnew addition2026-03-312026-04-27

KORP AMERICAN CENTY ETF TR68.5K sharesnew addition2026-03-312026-04-27

IJT ISHARES TR21.4K sharesnew addition2026-03-312026-04-27

ALPHABET INC ALPHABET INC10.1K sharesnew addition2026-03-312026-04-27

LLY ELI LILLY & CO3.0K sharesnew addition2026-03-312026-04-27

ARKW ARK ETF TR22.8K sharesnew addition2026-03-312026-04-27

PVAL PUTNAM ETF TRUST58.4K sharesnew addition2026-03-312026-04-27

Sponsored

MDY STATE STR SPDR S&P MIDCAP 404.2K sharesnew addition2026-03-312026-04-27

MFSI MFS ACTIVE EXCHANGE TRADED F85.8K sharesnew addition2026-03-312026-04-27

VOT VANGUARD INDEX FDS9.8K sharesnew addition2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.2K sharesnew addition2026-03-312026-04-27

STIP ISHARES TR23.8K sharesnew addition2026-03-312026-04-27

IXUS ISHARES TR28.2K sharesnew addition2026-03-312026-04-27

BND VANGUARD BD INDEX FDS32.5K sharesnew addition2026-03-312026-04-27

VFMF VANGUARD WELLINGTON FD15.4K sharesnew addition2026-03-312026-04-27

Sponsored

GLD SPDR GOLD TR5.5K sharesnew addition2026-03-312026-04-27

IEMG ISHARES INC33.8K sharesnew addition2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION2.3K sharesnew addition2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS34.7K sharesnew addition2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC6.3K sharesnew addition2026-03-312026-04-27

HD HOME DEPOT INC6.5K sharesnew addition2026-03-312026-04-27

WMT WALMART INC17.0K sharesnew addition2026-03-312026-04-27

VO VANGUARD INDEX FDS7.3K sharesnew addition2026-03-312026-04-27

Sponsored

GS GOLDMAN SACHS GROUP INC2.5K sharesnew addition2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F38.5K sharesnew addition2026-03-312026-04-27

QUAL ISHARES TR10.7K sharesnew addition2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T3.1K sharesnew addition2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T42.1K sharesnew addition2026-03-312026-04-27

BUFP PGIM ROCK ETF TR64.5K sharesnew addition2026-03-312026-04-27

BILS SPDR SERIES TRUST19.0K sharesnew addition2026-03-312026-04-27

ABBV ABBVIE INC8.6K sharesnew addition2026-03-312026-04-27

Sponsored

PLTR PALANTIR TECHNOLOGIES INC12.5K sharesnew addition2026-03-312026-04-27

VOE VANGUARD INDEX FDS9.9K sharesnew addition2026-03-312026-04-27

SIO TOUCHSTONE ETF TRUST70.0K sharesnew addition2026-03-312026-04-27

POWL POWELL INDS INC3.3K sharesnew addition2026-03-312026-04-27

VTV VANGUARD INDEX FDS9.1K sharesnew addition2026-03-312026-04-27

XOM EXXON MOBIL CORP10.3K sharesnew addition2026-03-312026-04-27

PM PHILIP MORRIS INTL INC10.3K sharesnew addition2026-03-312026-04-27

VONG VANGUARD SCOTTSDALE FDS15.3K sharesnew addition2026-03-312026-04-27

Sponsored

TXN TEXAS INSTRS INC8.5K shares-49.82%2026-03-312026-04-27

SGOV ISHARES TR16.3K sharesnew addition2026-03-312026-04-27

PHYL PGIM ETF TR46.4K sharesnew addition2026-03-312026-04-27

TAXX BONDBLOXX ETF TRUST31.4K sharesnew addition2026-03-312026-04-27

V VISA INC5.2K sharesnew addition2026-03-312026-04-27

GBIL GOLDMAN SACHS ETF TR15.3K sharesnew addition2026-03-312026-04-27

JNJ JOHNSON & JOHNSON6.0K sharesnew addition2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR23.8K sharesnew addition2026-03-312026-04-27

Sponsored

CAT CATERPILLAR INC2.0K sharesnew addition2026-03-312026-04-27

MPC MARATHON PETE CORP5.6K sharesnew addition2026-03-312026-04-27

AIQ GLOBAL X FDS29.2K sharesnew addition2026-03-312026-04-27

IUSG ISHARES TR8.7K sharesnew addition2026-03-312026-04-27

ORCL ORACLE CORP9.2K sharesnew addition2026-03-312026-04-27

IWM ISHARES TR5.4K sharesnew addition2026-03-312026-04-27

CVX CHEVRON CORPORATION6.5K sharesnew addition2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR54.3K sharesnew addition2026-03-312026-04-27

Sponsored

NFLX NETFLIX INC.13.6K shares-41.33%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO4.4K sharesnew addition2026-03-312026-04-27

EFA ISHARES TR13.3K sharesnew addition2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR11.7K sharesnew addition2026-03-312026-04-27

IDV ISHARES TR30.3K sharesnew addition2026-03-312026-04-27

WFC WELLS FARGO & CO16.1K sharesnew addition2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L33.5K shares-57.99%2026-03-312026-04-27

CME CME GROUP INC4.3K sharesnew addition2026-03-312026-04-27

Sponsored

IYW ISHARES TR6.9K sharesnew addition2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP19.2K sharesnew addition2026-03-312026-04-27

MTG MGIC INVT CORP WIS46.9K sharesnew addition2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC6.0K sharesnew addition2026-03-312026-04-27

RDVY FIRST TR EXCHANGE TRADED FD17.7K sharesnew addition2026-03-312026-04-27

IWP ISHARES TR9.4K sharesnew addition2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC16.1K sharesnew addition2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC2.9K sharesnew addition2026-03-312026-04-27

Sponsored

DFAC DIMENSIONAL ETF TRUST29.1K sharesnew addition2026-03-312026-04-27

IEFA ISHARES TR11.9K sharesnew addition2026-03-312026-04-27

TPR TAPESTRY INC7.5K sharesnew addition2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR41.0K sharesnew addition2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC7.9K sharesnew addition2026-03-312026-04-27

KDP KEURIG DR PEPPER INC39.4K sharesnew addition2026-03-312026-04-27

TEM TEMPUS AI INC22.2K sharesnew addition2026-03-312026-04-27

MU MICRON TECHNOLOGY INC3.0K sharesnew addition2026-03-312026-04-27

Sponsored

QLC FLEXSHARES TR12.5K sharesnew addition2026-03-312026-04-27

SMH VANECK ETF TRUST2.5K sharesnew addition2026-03-312026-04-27

MTDR MATADOR RES CO15.4K sharesnew addition2026-03-312026-04-27

TJX TJX COS INC NEW6.1K sharesnew addition2026-03-312026-04-27

HYFI AB ACTIVE ETFS INC25.6K sharesnew addition2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP4.5K sharesnew addition2026-03-312026-04-27

AMGN AMGEN INC2.7K sharesnew addition2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC3.4K sharesnew addition2026-03-312026-04-27

Sponsored

TLT ISHARES TR10.6K sharesnew addition2026-03-312026-04-27

XCCC BONDBLOXX ETF TRUST24.9K sharesnew addition2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC5.6K sharesnew addition2026-03-312026-04-27

IVV ISHARES TR1.4K sharesnew addition2026-03-312026-04-27

TILT FLEXSHARES TR3.7K sharesnew addition2026-03-312026-04-27

BA BOEING CO4.4K sharesnew addition2026-03-312026-04-27

INTU INTUIT2.0K shares-72.21%2026-03-312026-04-27

IWF ISHARES TR2.0K sharesnew addition2026-03-312026-04-27

Sponsored

VUG VANGUARD INDEX FDS2.0K sharesnew addition2026-03-312026-04-27

APA CORPORATION APA CORPORATION20.4K sharesnew addition2026-03-312026-04-27

FNDF SCHWAB STRATEGIC TR17.4K sharesnew addition2026-03-312026-04-27

RTX RTX CORPORATION4.4K sharesnew addition2026-03-312026-04-27

GEV GE VERNOVA INC959 sharesnew addition2026-03-312026-04-27

TLTD FLEXSHARES TR8.7K sharesnew addition2026-03-312026-04-27

MAGS LISTED FDS TR14.1K sharesnew addition2026-03-312026-04-27

DAC DANAOS CORPORATION7.0K sharesnew addition2026-03-312026-04-27

Sponsored

LMT LOCKHEED MARTIN CORP1.3K sharesnew addition2026-03-312026-04-27

IWX ISHARES TR8.2K sharesnew addition2026-03-312026-04-27

SECT NORTHERN LTS FD TR IV12.6K sharesnew addition2026-03-312026-04-27

MA MASTERCARD INCORPORATED1.5K sharesnew addition2026-03-312026-04-27

VB VANGUARD INDEX FDS2.9K sharesnew addition2026-03-312026-04-27

HUBBELL INC HUBBELL INC1.5K sharesnew addition2026-03-312026-04-27

ETHA ISHARES ETHEREUM TR46.3K sharesnew addition2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR24.9K sharesnew addition2026-03-312026-04-27

Sponsored

DHC DIVERSIFIED HEALTHCARE TR108.0K sharesnew addition2026-03-312026-04-27

MCD MCDONALDS CORP2.3K sharesnew addition2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC5.8K sharesnew addition2026-03-312026-04-27

HOOD ROBINHOOD MKTS INC9.9K sharesnew addition2026-03-312026-04-27

IDEQ LAZARD ACTIVE ETF TR21.3K sharesnew addition2026-03-312026-04-27

DFAI DIMENSIONAL ETF TRUST17.2K sharesnew addition2026-03-312026-04-27

COEUR MNG INC COEUR MNG INC35.6K sharesnew addition2026-03-312026-04-27

XMHQ INVESCO EXCHANGE TRADED FD T6.5K sharesnew addition2026-03-312026-04-27

Sponsored

BAC BANK AMERICA CORP13.5K sharesnew addition2026-03-312026-04-27

LAMR LAMAR ADVERTISING CO5.2K sharesnew addition2026-03-312026-04-27

CMCSA COMCAST CORP NEW22.7K sharesnew addition2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE2.3K sharesnew addition2026-03-312026-04-27

LI LI AUTO INC36.3K sharesnew addition2026-03-312026-04-27

MUB ISHARES TR6.0K sharesnew addition2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC12.7K sharesnew addition2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF16.5K sharesnew addition2026-03-312026-04-27

Sponsored

FLCC FEDERATED HERMES ETF TRUST20.3K sharesnew addition2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS12.2K sharesnew addition2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS12.6K sharesnew addition2026-03-312026-04-27

BABA ALIBABA GROUP HLDG LTD4.8K sharesnew addition2026-03-312026-04-27

KO COCA COLA CO7.9K sharesnew addition2026-03-312026-04-27

AXP AMERICAN EXPRESS CO2.0K sharesnew addition2026-03-312026-04-27

CSCO CISCO SYS INC7.5K sharesnew addition2026-03-312026-04-27

AGG ISHARES TR5.9K sharesnew addition2026-03-312026-04-27

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-61.26%2026-03-312026-04-27

PG PROCTER & GAMBLE CO4.0K sharesnew addition2026-03-312026-04-27

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.4K sharesnew addition2026-03-312026-04-27

DFSD DIMENSIONAL ETF TRUST11.9K sharesnew addition2026-03-312026-04-27

HTRB HARTFORD FDS EXCHANGE TRADED16.8K sharesnew addition2026-03-312026-04-27

SLV ISHARES SILVER TR8.3K sharesnew addition2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS2.3K shares-68.33%2026-03-312026-04-27

LMND LEMONADE INC8.9K sharesnew addition2026-03-312026-04-27

Sponsored

SOFI SOFI TECHNOLOGIES INC34.7K sharesnew addition2026-03-312026-04-27

COP CONOCOPHILLIPS4.2K sharesnew addition2026-03-312026-04-27

STLD STEEL DYNAMICS INC3.0K sharesnew addition2026-03-312026-04-27

BUYW NORTHERN LTS FD TR IV38.0K sharesnew addition2026-03-312026-04-27

LINDE PLC LINDE PLC1.1K sharesnew addition2026-03-312026-04-27

PFFA ETFIS SER TR I25.5K sharesnew addition2026-03-312026-04-27

IJH ISHARES TR7.7K sharesnew addition2026-03-312026-04-27

ZECP ZACKS TRUST14.7K sharesnew addition2026-03-312026-04-27

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.4K sharesnew addition2026-03-312026-04-27

IUSV ISHARES TR4.7K sharesnew addition2026-03-312026-04-27

TAP MOLSON COORS BEVERAGE CO11.0K sharesnew addition2026-03-312026-04-27

VIOO VANGUARD ADMIRAL FDS INC4.1K sharesnew addition2026-03-312026-04-27

CZA INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2026-03-312026-04-27

HYG ISHARES TR5.8K sharesnew addition2026-03-312026-04-27

SMR NUSCALE PWR CORP42.1K sharesnew addition2026-03-312026-04-27

NUKZ EXCHANGE TRADED CONCEPTS TRU6.9K sharesnew addition2026-03-312026-04-27

Sponsored

PFE PFIZER INC16.1K sharesnew addition2026-03-312026-04-27

SDVY FIRST TR EXCHANGE TRADED FD11.3K sharesnew addition2026-03-312026-04-27

GROZ ZACKS TRUST16.0K sharesnew addition2026-03-312026-04-27

NEE NEXTERA ENERGY INC4.7K sharesnew addition2026-03-312026-04-27

COWZ PACER FDS TR7.0K sharesnew addition2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.3K sharesnew addition2026-03-312026-04-27

PBR PETROLEO BRASILEIRO S A21.1K sharesnew addition2026-03-312026-04-27

ITOT ISHARES TR3.1K sharesnew addition2026-03-312026-04-27

Sponsored

MS MORGAN STANLEY2.6K sharesnew addition2026-03-312026-04-27

IWR ISHARES TR4.4K sharesnew addition2026-03-312026-04-27

EME EMCOR GROUP INC584 shares-93.08%2026-03-312026-04-27

BTI BRITISH AMERN TOB PLC7.3K sharesnew addition2026-03-312026-04-27

NOBL PROSHARES TR4.0K sharesnew addition2026-03-312026-04-27

GSK PLC GSK PLC7.6K sharesnew addition2026-03-312026-04-27

SPGI S&P GLOBAL INC971 sharesnew addition2026-03-312026-04-27

DFIV DIMENSIONAL ETF TRUST7.7K sharesnew addition2026-03-312026-04-27

Sponsored

QUIZ ZACKS TRUST15.0K sharesnew addition2026-03-312026-04-27

APXM FIRST TR EXCHNG TRADED FD VI12.8K sharesnew addition2026-03-312026-04-27

VIGI VANGUARD WHITEHALL FDS4.5K sharesnew addition2026-03-312026-04-27

AAP ADVANCE AUTO PARTS INC7.5K sharesnew addition2026-03-312026-04-27

T AT&T INC13.5K sharesnew addition2026-03-312026-04-27

NCIQ HASHDEX NASDAQ CME CRYPTO22.8K sharesnew addition2026-03-312026-04-27

APP APPLOVIN CORP970 sharesnew addition2026-03-312026-04-27

CRM SALESFORCE INC2.0K sharesnew addition2026-03-312026-04-27

Sponsored

SMIZ ZACKS TRUST10.0K sharesnew addition2026-03-312026-04-27

GDX VANECK ETF TRUST4.0K sharesnew addition2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR12.6K sharesnew addition2026-03-312026-04-27

TMUS T-MOBILE US INC1.7K sharesnew addition2026-03-312026-04-27

DHR DANAHER CORP DEL1.9K sharesnew addition2026-03-312026-04-27

LNG CHENIERE ENERGY INC1.3K sharesnew addition2026-03-312026-04-27

XEL XCEL ENERGY INC4.5K sharesnew addition2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR4.0K sharesnew addition2026-03-312026-04-27

Sponsored

PEP PEPSICO INC2.3K sharesnew addition2026-03-312026-04-27

TLTE FLEXSHARES TR5.2K sharesnew addition2026-03-312026-04-27

FSLY FASTLY INC12.1K sharesnew addition2026-03-312026-04-27

KB KB FINL GROUP INC3.5K sharesnew addition2026-03-312026-04-27

GOVT ISHARES TR15.1K sharesnew addition2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F6.2K sharesnew addition2026-03-312026-04-27

NTAP NETAPP INC3.4K sharesnew addition2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC1.3K sharesnew addition2026-03-312026-04-27

Sponsored

TFC TRUIST FINL CORP7.4K sharesnew addition2026-03-312026-04-27

MBB ISHARES TR3.6K sharesnew addition2026-03-312026-04-27

BE BLOOM ENERGY CORP2.5K sharesnew addition2026-03-312026-04-27

AMAT APPLIED MATLS INC951 sharesnew addition2026-03-312026-04-27

RSG REPUBLIC SVCS INC1.5K sharesnew addition2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.4K sharesnew addition2026-03-312026-04-27

NRG NRG ENERGY INC2.1K sharesnew addition2026-03-312026-04-27

IJS ISHARES TR2.6K sharesnew addition2026-03-312026-04-27

Sponsored

GLW CORNING INC2.2K sharesnew addition2026-03-312026-04-27

MCK MCKESSON CORP347 sharesnew addition2026-03-312026-04-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL759 sharesnew addition2026-03-312026-04-27

MO ALTRIA GROUP INC4.5K sharesnew addition2026-03-312026-04-27

QQQE DIREXION SHARES ETF TRUST3.0K sharesnew addition2026-03-312026-04-27

MSTR STRATEGY INC2.4K sharesnew addition2026-03-312026-04-27

IWB ISHARES TR827 sharesnew addition2026-03-312026-04-27

RKT ROCKET COS INC20.6K sharesnew addition2026-03-312026-04-27

Sponsored

APH AMPHENOL CORP2.3K shares-95.29%2026-03-312026-04-27

NVT NVENT ELEC PLC2.5K sharesnew addition2026-03-312026-04-27

CDNS CADENCE DESIGN SYSTEM INC1.0K shares-69.06%2026-03-312026-04-27

ROST ROSS STORES INC1.3K sharesnew addition2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC802 sharesnew addition2026-03-312026-04-27

PRIM PRIMORIS SVCS CORP2.0K sharesnew addition2026-03-312026-04-27

DFGX DIMENSIONAL ETF TRUST5.4K sharesnew addition2026-03-312026-04-27

DFCF DIMENSIONAL ETF TRUST6.7K sharesnew addition2026-03-312026-04-27

Sponsored

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-04-27

VDE VANGUARD WORLD FD1.6K sharesnew addition2026-03-312026-04-27

XYL XYLEM INC2.3K sharesnew addition2026-03-312026-04-27

JGRO J P MORGAN EXCHANGE TRADED F3.3K sharesnew addition2026-03-312026-04-27

MCO MOODYS CORP627 sharesnew addition2026-03-312026-04-27

SBUX STARBUCKS CORP3.0K sharesnew addition2026-03-312026-04-27

JXN JACKSON FINANCIAL INC2.6K sharesnew addition2026-03-312026-04-27

BUFR FIRST TR EXCHNG TRADED FD VI8.0K sharesnew addition2026-03-312026-04-27

Sponsored

WAL WESTERN ALLIANCE BANCORP3.8K sharesnew addition2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC582 sharesnew addition2026-03-312026-04-27

DG DOLLAR GEN CORP2.3K sharesnew addition2026-03-312026-04-27

DFIC DIMENSIONAL ETF TRUST7.5K sharesnew addition2026-03-312026-04-27

NBIS NEBIUS GROUP N.V.2.6K sharesnew addition2026-03-312026-04-27

ALSN ALLISON TRANSMISSION HLDGS I2.3K sharesnew addition2026-03-312026-04-27

CB CHUBB LTD SWITZ806 sharesnew addition2026-03-312026-04-27

DCOR DIMENSIONAL ETF TRUST3.6K sharesnew addition2026-03-312026-04-27

Sponsored

NOW SERVICENOW INC2.5K sharesnew addition2026-03-312026-04-27

MDLZ MONDELEZ INTL INC4.5K sharesnew addition2026-03-312026-04-27

MARM FIRST TR EXCHNG TRADED FD VI7.8K sharesnew addition2026-03-312026-04-27

DOC HEALTHPEAK PROPERTIES INC15.7K sharesnew addition2026-03-312026-04-27

SR SPIRE INC2.8K sharesnew addition2026-03-312026-04-27

SPTI SPDR SERIES TRUST8.9K sharesnew addition2026-03-312026-04-27

KLAC KLA CORP172 sharesnew addition2026-03-312026-04-27

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD12.3K sharesnew addition2026-03-312026-04-27

Sponsored

CITIGROUP INC CITIGROUP INC2.2K sharesnew addition2026-03-312026-04-27

SILJ AMPLIFY ETF TR8.3K sharesnew addition2026-03-312026-04-27

ACVF ETF OPPORTUNITIES TRUST5.2K sharesnew addition2026-03-312026-04-27

NKE NIKE INC4.7K sharesnew addition2026-03-312026-04-27

VONV VANGUARD SCOTTSDALE FDS2.6K sharesnew addition2026-03-312026-04-27

NB NIOCORP DEVS LTD54.2K sharesnew addition2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC251 sharesnew addition2026-03-312026-04-27

PGR PROGRESSIVE CORP1.2K sharesnew addition2026-03-312026-04-27

Sponsored

BUFQ FIRST TR EXCHNG TRADED FD VI6.8K sharesnew addition2026-03-312026-04-27

SO SOUTHERN CO2.4K sharesnew addition2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR2.2K sharesnew addition2026-03-312026-04-27

ADBE ADOBE INC964 sharesnew addition2026-03-312026-04-27

DFGP DIMENSIONAL ETF TRUST4.3K sharesnew addition2026-03-312026-04-27

NOVM FIRST TR EXCHNG TRADED FD VI7.1K sharesnew addition2026-03-312026-04-27

INTC INTEL CORP5.3K sharesnew addition2026-03-312026-04-27

SGHC SUPER GROUP SGHC LIMITED21.6K sharesnew addition2026-03-312026-04-27

Sponsored

VRTX VERTEX PHARMACEUTICALS INC517 sharesnew addition2026-03-312026-04-27

USB US BANCORP4.4K sharesnew addition2026-03-312026-04-27

APLD APPLIED DIGITAL CORP9.7K sharesnew addition2026-03-312026-04-27

XBI SPDR SERIES TRUST1.8K sharesnew addition2026-03-312026-04-27

EEM ISHARES TR4.0K sharesnew addition2026-03-312026-04-27

ARES ARES MANAGEMENT CORPORATION2.1K sharesnew addition2026-03-312026-04-27

AX AXOS FINANCIAL INC2.7K sharesnew addition2026-03-312026-04-27

ADI ANALOG DEVICES INC710 shares-96.13%2026-03-312026-04-27

Sponsored

SHOP SHOPIFY INC1.9K shares-82.02%2026-03-312026-04-27

EHC ENCOMPASS HEALTH CORP2.3K sharesnew addition2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC534 sharesnew addition2026-03-312026-04-27

FDX FEDEX CORP622 sharesnew addition2026-03-312026-04-27

DFAX DIMENSIONAL ETF TRUST6.5K sharesnew addition2026-03-312026-04-27

VRSK VERISK ANALYTICS INC1.2K sharesnew addition2026-03-312026-04-27

ROK ROCKWELL AUTOMATION INC614 sharesnew addition2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR4.5K sharesnew addition2026-03-312026-04-27

Sponsored

SPTM SPDR SERIES TRUST2.8K sharesnew addition2026-03-312026-04-27

GRID FIRST TR EXCHANGE-TRADED FD1.3K sharesnew addition2026-03-312026-04-27

ED CONSOLIDATED EDISON INC1.9K sharesnew addition2026-03-312026-04-27

BSX BOSTON SCIENTIFIC CORP3.4K sharesnew addition2026-03-312026-04-27

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-04-27

DIS DISNEY WALT CO2.2K sharesnew addition2026-03-312026-04-27

HWM HOWMET AEROSPACE INC931 sharesnew addition2026-03-312026-04-27

UNM UNUM GROUP2.9K sharesnew addition2026-03-312026-04-27

Sponsored

SCCO SOUTHERN COPPER CORP1.2K sharesnew addition2026-03-312026-04-27

AGGY WISDOMTREE TR4.8K sharesnew addition2026-03-312026-04-27

TER TERADYNE INC710 sharesnew addition2026-03-312026-04-27

IWV ISHARES TR564 sharesnew addition2026-03-312026-04-27

XLB SELECT SECTOR SPDR TR4.2K sharesnew addition2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K sharesnew addition2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC2.4K sharesnew addition2026-03-312026-04-27

IVZ INVESCO LTD8.5K sharesnew addition2026-03-312026-04-27

Sponsored

VCIT VANGUARD SCOTTSDALE FDS2.5K sharesnew addition2026-03-312026-04-27

GL GLOBE LIFE INC1.5K sharesnew addition2026-03-312026-04-27

AMT AMERICAN TOWER CORP1.2K sharesnew addition2026-03-312026-04-27

WM WASTE MGMT INC DEL873 sharesnew addition2026-03-312026-04-27

PLTM GRANITESHARES PLATINUM TR10.2K sharesnew addition2026-03-312026-04-27

SAN BANCO SANTANDER SA11.6K sharesnew addition2026-03-312026-04-27

NIO NIO INC20.0K sharesnew addition2026-03-312026-04-27

UWMC UWM HOLDINGS CORPORATION25.5K sharesnew addition2026-03-312026-04-27

Sponsored

GENI GENIUS SPORTS LIMITED13.8K sharesnew addition2026-03-312026-04-27

KOS KOSMOS ENERGY LTD19.0K sharesnew addition2026-03-312026-04-27

ATAIBECKLEY INC ATAIBECKLEY INC11.8K sharesnew addition2026-03-312026-04-27

IWY

ISHARES TR

New

Shares462.6K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

New

Shares1.5M

Event2026-03-31

Filed2026-04-27

IMCG

ISHARES TR

New

Shares432.0K

Event2026-03-31

Filed2026-04-27

FDVV

FIDELITY COVINGTON TRUST

New

Shares549.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

New

Shares44.5K

Event2026-03-31

Filed2026-04-27

IVLU

ISHARES TR

New

Shares626.0K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

New

Shares180.4K

Event2026-03-31

Filed2026-04-27

PYLD

PIMCO ETF TR

New

Shares809.0K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

New

Shares156.2K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

512.83%

Shares107.6K

Event2026-03-31

Filed2026-04-27

EVTR

MORGAN STANLEY ETF TRUST

New

Shares328.0K

Event2026-03-31

Filed2026-04-27

SLYG

SPDR SERIES TRUST

New

Shares163.5K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

312.72%

Shares57.5K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

New

Shares65.6K

Event2026-03-31

Filed2026-04-27

BIL

SPDR SERIES TRUST

New

Shares141.0K

Event2026-03-31

Filed2026-04-27

FBND

FIDELITY MERRIMACK STR TR

New

Shares242.2K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

New

Shares220.8K

Event2026-03-31

Filed2026-04-27

FVD

FIRST TR EXCHANGE-TRADED FD

New

Shares204.2K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

366.34%

Shares18.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

9.07%

Shares28.7K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

New

Shares20.7K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

2761.02%

Shares10.1K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

New

Shares15.3K

Event2026-03-31

Filed2026-04-27

AVDV

AMERICAN CENTY ETF TR

New

Shares53.7K

Event2026-03-31

Filed2026-04-27

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares99.3K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

New

Shares17.1K

Event2026-03-31

Filed2026-04-27

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares89.0K

Event2026-03-31

Filed2026-04-27

DIVO

AMPLIFY ETF TR

New

Shares111.9K

Event2026-03-31

Filed2026-04-27

VCRB

VANGUARD MALVERN FDS

New

Shares63.5K

Event2026-03-31

Filed2026-04-27

RSPU

INVESCO EXCHANGE TRADED FD T

New

Shares59.8K

Event2026-03-31

Filed2026-04-27

XLI

SELECT SECTOR SPDR TR

New

Shares29.0K

Event2026-03-31

Filed2026-04-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares106.1K

Event2026-03-31

Filed2026-04-27

XLC

SELECT SECTOR SPDR TR

New

Shares40.2K

Event2026-03-31

Filed2026-04-27

META

META PLATFORMS INC

New

Shares7.7K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

New

Shares28.0K

Event2026-03-31

Filed2026-04-27

VCLT

VANGUARD SCOTTSDALE FDS

New

Shares50.1K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

New

Shares25.4K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

New

Shares37.5K

Event2026-03-31

Filed2026-04-27

FPEI

FIRST TR EXCH TRADED FD III

New

Shares185.9K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

New

Shares10.7K

Event2026-03-31

Filed2026-04-27

HEQT

SIMPLIFY EXCHANGE TRADED FUN

New

Shares107.6K

Event2026-03-31

Filed2026-04-27

MOAT

VANECK ETF TRUST

New

Shares35.0K

Event2026-03-31

Filed2026-04-27

KORP

AMERICAN CENTY ETF TR

New

Shares68.5K

Event2026-03-31

Filed2026-04-27

IJT

ISHARES TR

New

Shares21.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

New

Shares10.1K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

New

Shares3.0K

Event2026-03-31

Filed2026-04-27

ARKW

ARK ETF TR

New

Shares22.8K

Event2026-03-31

Filed2026-04-27

PVAL

PUTNAM ETF TRUST

New

Shares58.4K

Event2026-03-31

Filed2026-04-27

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares4.2K

Event2026-03-31

Filed2026-04-27

MFSI

MFS ACTIVE EXCHANGE TRADED F

New

Shares85.8K

Event2026-03-31

Filed2026-04-27

VOT

VANGUARD INDEX FDS

New

Shares9.8K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

New

Shares5.2K

Event2026-03-31

Filed2026-04-27

STIP

ISHARES TR

New

Shares23.8K

Event2026-03-31

Filed2026-04-27

IXUS

ISHARES TR

New

Shares28.2K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

New

Shares32.5K

Event2026-03-31

Filed2026-04-27

VFMF

VANGUARD WELLINGTON FD

New

Shares15.4K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

New

Shares5.5K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

New

Shares33.8K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

New

Shares34.7K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares6.3K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

New

Shares6.5K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

New

Shares17.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

New

Shares7.3K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares38.5K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

New

Shares10.7K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares3.1K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

New

Shares42.1K

Event2026-03-31

Filed2026-04-27

BUFP

PGIM ROCK ETF TR

New

Shares64.5K

Event2026-03-31

Filed2026-04-27

BILS

SPDR SERIES TRUST

New

Shares19.0K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

New

Shares8.6K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares12.5K

Event2026-03-31

Filed2026-04-27

VOE

VANGUARD INDEX FDS

New

Shares9.9K

Event2026-03-31

Filed2026-04-27

SIO

TOUCHSTONE ETF TRUST

New

Shares70.0K

Event2026-03-31

Filed2026-04-27

POWL

POWELL INDS INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

New

Shares9.1K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

New

Shares10.3K

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

New

Shares10.3K

Event2026-03-31

Filed2026-04-27

VONG

VANGUARD SCOTTSDALE FDS

New

Shares15.3K

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

-49.82%

Shares8.5K

Event2026-03-31

Filed2026-04-27

SGOV

ISHARES TR

New

Shares16.3K

Event2026-03-31

Filed2026-04-27

PHYL

PGIM ETF TR

New

Shares46.4K

Event2026-03-31

Filed2026-04-27

TAXX

BONDBLOXX ETF TRUST

New

Shares31.4K

Event2026-03-31

Filed2026-04-27

VISA INC

New

Shares5.2K

Event2026-03-31

Filed2026-04-27

GBIL

GOLDMAN SACHS ETF TR

New

Shares15.3K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

New

Shares6.0K

Event2026-03-31

Filed2026-04-27

XLE

SELECT SECTOR SPDR TR

New

Shares23.8K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETE CORP

New

Shares5.6K

Event2026-03-31

Filed2026-04-27

AIQ

GLOBAL X FDS

New

Shares29.2K

Event2026-03-31

Filed2026-04-27

IUSG

ISHARES TR

New

Shares8.7K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

New

Shares9.2K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

New

Shares5.4K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

New

Shares6.5K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

New

Shares54.3K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

-41.33%

Shares13.6K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

New

Shares4.4K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

New

Shares13.3K

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

New

Shares11.7K

Event2026-03-31

Filed2026-04-27

IDV

ISHARES TR

New

Shares30.3K

Event2026-03-31

Filed2026-04-27

WFC

WELLS FARGO & CO

New

Shares16.1K

Event2026-03-31

Filed2026-04-27

EPD

ENTERPRISE PRODS PARTNERS L

-57.99%

Shares33.5K

Event2026-03-31

Filed2026-04-27

CME

CME GROUP INC

New

Shares4.3K

Event2026-03-31

Filed2026-04-27

IYW

ISHARES TR

New

Shares6.9K

Event2026-03-31

Filed2026-04-27

OXY

OCCIDENTAL PETE CORP

New

Shares19.2K

Event2026-03-31

Filed2026-04-27

MTG

MGIC INVT CORP WIS

New

Shares46.9K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

New

Shares6.0K

Event2026-03-31

Filed2026-04-27

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares17.7K

Event2026-03-31

Filed2026-04-27

IWP

ISHARES TR

New

Shares9.4K

Event2026-03-31

Filed2026-04-27

UBER

UBER TECHNOLOGIES INC

New

Shares16.1K

Event2026-03-31

Filed2026-04-27

CRWD

CROWDSTRIKE HLDGS INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-27

DFAC

DIMENSIONAL ETF TRUST

New

Shares29.1K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

New

Shares11.9K

Event2026-03-31

Filed2026-04-27

TPR

TAPESTRY INC

New

Shares7.5K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

New

Shares41.0K

Event2026-03-31

Filed2026-04-27

AEP

AMERICAN ELEC PWR CO INC

New

Shares7.9K

Event2026-03-31

Filed2026-04-27

KDP

KEURIG DR PEPPER INC

New

Shares39.4K

Event2026-03-31

Filed2026-04-27

TEM

TEMPUS AI INC

New

Shares22.2K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-27

QLC

FLEXSHARES TR

New

Shares12.5K

Event2026-03-31

Filed2026-04-27

SMH

VANECK ETF TRUST

New

Shares2.5K

Event2026-03-31

Filed2026-04-27

MTDR

MATADOR RES CO

New

Shares15.4K

Event2026-03-31

Filed2026-04-27

TJX

TJX COS INC NEW

New

Shares6.1K

Event2026-03-31

Filed2026-04-27

HYFI

AB ACTIVE ETFS INC

New

Shares25.6K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

UNH

UNITEDHEALTH GROUP INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-27

TLT

ISHARES TR

New

Shares10.6K

Event2026-03-31

Filed2026-04-27

XCCC

BONDBLOXX ETF TRUST

New

Shares24.9K

Event2026-03-31

Filed2026-04-27

PANW

PALO ALTO NETWORKS INC

New

Shares5.6K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-27

TILT

FLEXSHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-27

BOEING CO

New

Shares4.4K

Event2026-03-31

Filed2026-04-27

INTU

INTUIT

-72.21%

Shares2.0K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

New

Shares2.0K

Event2026-03-31

Filed2026-04-27

APA CORPORATION

New

Shares20.4K

Event2026-03-31

Filed2026-04-27

FNDF

SCHWAB STRATEGIC TR

New

Shares17.4K

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

New

Shares4.4K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

New

Shares959

Event2026-03-31

Filed2026-04-27

TLTD

FLEXSHARES TR

New

Shares8.7K

Event2026-03-31

Filed2026-04-27

MAGS

LISTED FDS TR

New

Shares14.1K

Event2026-03-31

Filed2026-04-27

DAC

DANAOS CORPORATION

New

Shares7.0K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

IWX

ISHARES TR

New

Shares8.2K

Event2026-03-31

Filed2026-04-27

SECT

NORTHERN LTS FD TR IV

New

Shares12.6K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

New

Shares1.5K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

New

Shares2.9K

Event2026-03-31

Filed2026-04-27

HUBBELL INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-27

ETHA

ISHARES ETHEREUM TR

New

Shares46.3K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

New

Shares24.9K

Event2026-03-31

Filed2026-04-27

DHC

DIVERSIFIED HEALTHCARE TR

New

Shares108.0K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

New

Shares5.8K

Event2026-03-31

Filed2026-04-27

HOOD

ROBINHOOD MKTS INC

New

Shares9.9K

Event2026-03-31

Filed2026-04-27

IDEQ

LAZARD ACTIVE ETF TR

New

Shares21.3K

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TRUST

New

Shares17.2K

Event2026-03-31

Filed2026-04-27

COEUR MNG INC

New

Shares35.6K

Event2026-03-31

Filed2026-04-27

XMHQ

INVESCO EXCHANGE TRADED FD T

New

Shares6.5K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

New

Shares13.5K

Event2026-03-31

Filed2026-04-27

LAMR

LAMAR ADVERTISING CO

New

Shares5.2K

Event2026-03-31

Filed2026-04-27

CMCSA

COMCAST CORP NEW

New

Shares22.7K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

LI AUTO INC

New

Shares36.3K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

New

Shares6.0K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

New

Shares12.7K

Event2026-03-31

Filed2026-04-27

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares16.5K

Event2026-03-31

Filed2026-04-27

FLCC

FEDERATED HERMES ETF TRUST

New

Shares20.3K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

New

Shares12.2K

Event2026-03-31

Filed2026-04-27

BNDX

VANGUARD CHARLOTTE FDS

New

Shares12.6K

Event2026-03-31

Filed2026-04-27

BABA

ALIBABA GROUP HLDG LTD

New

Shares4.8K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

New

Shares7.9K

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

New

Shares2.0K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

New

Shares7.5K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

New

Shares5.9K

Event2026-03-31

Filed2026-04-27

TMO

THERMO FISHER SCIENTIFIC INC

-61.26%

Shares1.2K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

New

Shares4.0K

Event2026-03-31

Filed2026-04-27

FERGUSON ENTERPRISES INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

DFSD

DIMENSIONAL ETF TRUST

New

Shares11.9K

Event2026-03-31

Filed2026-04-27

HTRB

HARTFORD FDS EXCHANGE TRADED

New

Shares16.8K

Event2026-03-31

Filed2026-04-27

SLV

ISHARES SILVER TR

New

Shares8.3K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

-68.33%

Shares2.3K

Event2026-03-31

Filed2026-04-27

LMND

LEMONADE INC

New

Shares8.9K

Event2026-03-31

Filed2026-04-27

SOFI

SOFI TECHNOLOGIES INC

New

Shares34.7K

Event2026-03-31

Filed2026-04-27

COP

CONOCOPHILLIPS

New

Shares4.2K

Event2026-03-31

Filed2026-04-27

STLD

STEEL DYNAMICS INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-27

BUYW

NORTHERN LTS FD TR IV

New

Shares38.0K

Event2026-03-31

Filed2026-04-27

LINDE PLC

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

PFFA

ETFIS SER TR I

New

Shares25.5K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

New

Shares7.7K

Event2026-03-31

Filed2026-04-27

ZECP

ZACKS TRUST

New

Shares14.7K

Event2026-03-31

Filed2026-04-27

ACCENTURE PLC IRELAND

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

IUSV

ISHARES TR

New

Shares4.7K

Event2026-03-31

Filed2026-04-27

TAP

MOLSON COORS BEVERAGE CO

New

Shares11.0K

Event2026-03-31

Filed2026-04-27

VIOO

VANGUARD ADMIRAL FDS INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-27

CZA

INVESCO EXCHANGE TRADED FD T

New

Shares4.2K

Event2026-03-31

Filed2026-04-27

HYG

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-04-27

SMR

NUSCALE PWR CORP

New

Shares42.1K

Event2026-03-31

Filed2026-04-27

NUKZ

EXCHANGE TRADED CONCEPTS TRU

New

Shares6.9K

Event2026-03-31

Filed2026-04-27

PFE

PFIZER INC

New

Shares16.1K

Event2026-03-31

Filed2026-04-27

SDVY

FIRST TR EXCHANGE TRADED FD

New

Shares11.3K

Event2026-03-31

Filed2026-04-27

GROZ

ZACKS TRUST

New

Shares16.0K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

New

Shares4.7K

Event2026-03-31

Filed2026-04-27

COWZ

PACER FDS TR

New

Shares7.0K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

PBR

PETROLEO BRASILEIRO S A

New

Shares21.1K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-04-27

MORGAN STANLEY

New

Shares2.6K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

New

Shares4.4K

Event2026-03-31

Filed2026-04-27

EME

EMCOR GROUP INC

-93.08%

Shares584

Event2026-03-31

Filed2026-04-27

BTI

BRITISH AMERN TOB PLC

New

Shares7.3K

Event2026-03-31

Filed2026-04-27

NOBL

PROSHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-27

GSK PLC

New

Shares7.6K

Event2026-03-31

Filed2026-04-27

SPGI

S&P GLOBAL INC

New

Shares971

Event2026-03-31

Filed2026-04-27

DFIV

DIMENSIONAL ETF TRUST

New

Shares7.7K

Event2026-03-31

Filed2026-04-27

QUIZ

ZACKS TRUST

New

Shares15.0K

Event2026-03-31

Filed2026-04-27

APXM

FIRST TR EXCHNG TRADED FD VI

New

Shares12.8K

Event2026-03-31

Filed2026-04-27

VIGI

VANGUARD WHITEHALL FDS

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

AAP

ADVANCE AUTO PARTS INC

New

Shares7.5K

Event2026-03-31

Filed2026-04-27

AT&T INC

New

Shares13.5K

Event2026-03-31

Filed2026-04-27

NCIQ

HASHDEX NASDAQ CME CRYPTO

New

Shares22.8K

Event2026-03-31

Filed2026-04-27

APP

APPLOVIN CORP

New

Shares970

Event2026-03-31

Filed2026-04-27

CRM

SALESFORCE INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-27

SMIZ

ZACKS TRUST

New

Shares10.0K

Event2026-03-31

Filed2026-04-27

GDX

VANECK ETF TRUST

New

Shares4.0K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

New

Shares12.6K

Event2026-03-31

Filed2026-04-27

TMUS

T-MOBILE US INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-27

DHR

DANAHER CORP DEL

New

Shares1.9K

Event2026-03-31

Filed2026-04-27

LNG

CHENIERE ENERGY INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

XEL

XCEL ENERGY INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

TLTE

FLEXSHARES TR

New

Shares5.2K

Event2026-03-31

Filed2026-04-27

FSLY

FASTLY INC

New

Shares12.1K

Event2026-03-31

Filed2026-04-27

KB FINL GROUP INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-27

GOVT

ISHARES TR

New

Shares15.1K

Event2026-03-31

Filed2026-04-27

JEPQ

J P MORGAN EXCHANGE TRADED F

New

Shares6.2K

Event2026-03-31

Filed2026-04-27

NTAP

NETAPP INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-27

ITW

ILLINOIS TOOL WKS INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

TFC

TRUIST FINL CORP

New

Shares7.4K

Event2026-03-31

Filed2026-04-27

MBB

ISHARES TR

New

Shares3.6K

Event2026-03-31

Filed2026-04-27

BLOOM ENERGY CORP

New

Shares2.5K

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

New

Shares951

Event2026-03-31

Filed2026-04-27

RSG

REPUBLIC SVCS INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-27

DUKE ENERGY CORP NEW

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

NRG

NRG ENERGY INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-27

IJS

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-04-27

GLW

CORNING INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-27

MCK

MCKESSON CORP

New

Shares347

Event2026-03-31

Filed2026-04-27

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares759

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

QQQE

DIREXION SHARES ETF TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-04-27

MSTR

STRATEGY INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

New

Shares827

Event2026-03-31

Filed2026-04-27

RKT

ROCKET COS INC

New

Shares20.6K

Event2026-03-31

Filed2026-04-27

APH

AMPHENOL CORP

-95.29%

Shares2.3K

Event2026-03-31

Filed2026-04-27

NVT

NVENT ELEC PLC

New

Shares2.5K

Event2026-03-31

Filed2026-04-27

CDNS

CADENCE DESIGN SYSTEM INC

-69.06%

Shares1.0K

Event2026-03-31

Filed2026-04-27

ROST

ROSS STORES INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

EATON CORP PLC

New

Shares802

Event2026-03-31

Filed2026-04-27

PRIM

PRIMORIS SVCS CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-27

DFGX

DIMENSIONAL ETF TRUST

New

Shares5.4K

Event2026-03-31

Filed2026-04-27

DFCF

DIMENSIONAL ETF TRUST

New

Shares6.7K

Event2026-03-31

Filed2026-04-27

VRT

VERTIV HOLDINGS CO

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

VDE

VANGUARD WORLD FD

New

Shares1.6K

Event2026-03-31

Filed2026-04-27

XYL

XYLEM INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

JGRO

J P MORGAN EXCHANGE TRADED F

New

Shares3.3K

Event2026-03-31

Filed2026-04-27

MCO

MOODYS CORP

New

Shares627

Event2026-03-31

Filed2026-04-27

SBUX

STARBUCKS CORP

New

Shares3.0K

Event2026-03-31

Filed2026-04-27

JXN

JACKSON FINANCIAL INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-27

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares8.0K

Event2026-03-31

Filed2026-04-27

WAL

WESTERN ALLIANCE BANCORP

New

Shares3.8K

Event2026-03-31

Filed2026-04-27

ISRG

INTUITIVE SURGICAL INC

New

Shares582

Event2026-03-31

Filed2026-04-27

DOLLAR GEN CORP

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

DFIC

DIMENSIONAL ETF TRUST

New

Shares7.5K

Event2026-03-31

Filed2026-04-27

NBIS

NEBIUS GROUP N.V.

New

Shares2.6K

Event2026-03-31

Filed2026-04-27

ALSN

ALLISON TRANSMISSION HLDGS I

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

CHUBB LTD SWITZ

New

Shares806

Event2026-03-31

Filed2026-04-27

DCOR

DIMENSIONAL ETF TRUST

New

Shares3.6K

Event2026-03-31

Filed2026-04-27

NOW

SERVICENOW INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-27

MDLZ

MONDELEZ INTL INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

MARM

FIRST TR EXCHNG TRADED FD VI

New

Shares7.8K

Event2026-03-31

Filed2026-04-27

DOC

HEALTHPEAK PROPERTIES INC

New

Shares15.7K

Event2026-03-31

Filed2026-04-27

SPIRE INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-27

SPTI

SPDR SERIES TRUST

New

Shares8.9K

Event2026-03-31

Filed2026-04-27

KLAC

KLA CORP

New

Shares172

Event2026-03-31

Filed2026-04-27

FIRST TR EXCHANGE-TRADED FD

New

Shares12.3K

Event2026-03-31

Filed2026-04-27

CITIGROUP INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-27

SILJ

AMPLIFY ETF TR

New

Shares8.3K

Event2026-03-31

Filed2026-04-27

ACVF

ETF OPPORTUNITIES TRUST

New

Shares5.2K

Event2026-03-31

Filed2026-04-27

NKE

NIKE INC

New

Shares4.7K

Event2026-03-31

Filed2026-04-27

VONV

VANGUARD SCOTTSDALE FDS

New

Shares2.6K

Event2026-03-31

Filed2026-04-27

NIOCORP DEVS LTD

New

Shares54.2K

Event2026-03-31

Filed2026-04-27

BLACKROCK INC

New

Shares251

Event2026-03-31

Filed2026-04-27

PGR

PROGRESSIVE CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-27

BUFQ

FIRST TR EXCHNG TRADED FD VI

New

Shares6.8K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

XLY

SELECT SECTOR SPDR TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-27

ADBE

ADOBE INC

New

Shares964

Event2026-03-31

Filed2026-04-27

DFGP

DIMENSIONAL ETF TRUST

New

Shares4.3K

Event2026-03-31

Filed2026-04-27

NOVM

FIRST TR EXCHNG TRADED FD VI

New

Shares7.1K

Event2026-03-31

Filed2026-04-27

INTC

INTEL CORP

New

Shares5.3K

Event2026-03-31

Filed2026-04-27

SGHC

SUPER GROUP SGHC LIMITED

New

Shares21.6K

Event2026-03-31

Filed2026-04-27

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares517

Event2026-03-31

Filed2026-04-27

USB

US BANCORP

New

Shares4.4K

Event2026-03-31

Filed2026-04-27

APLD

APPLIED DIGITAL CORP

New

Shares9.7K

Event2026-03-31

Filed2026-04-27

XBI

SPDR SERIES TRUST

New

Shares1.8K

Event2026-03-31

Filed2026-04-27

EEM

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-27

ARES

ARES MANAGEMENT CORPORATION

New

Shares2.1K

Event2026-03-31

Filed2026-04-27

AXOS FINANCIAL INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

ADI

ANALOG DEVICES INC

-96.13%

Shares710

Event2026-03-31

Filed2026-04-27

SHOP

SHOPIFY INC

-82.02%

Shares1.9K

Event2026-03-31

Filed2026-04-27

EHC

ENCOMPASS HEALTH CORP

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

TRANE TECHNOLOGIES PLC

New

Shares534

Event2026-03-31

Filed2026-04-27

FDX

FEDEX CORP

New

Shares622

Event2026-03-31

Filed2026-04-27

DFAX

DIMENSIONAL ETF TRUST

New

Shares6.5K

Event2026-03-31

Filed2026-04-27

VRSK

VERISK ANALYTICS INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-27

ROK

ROCKWELL AUTOMATION INC

New

Shares614

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

SPTM

SPDR SERIES TRUST

New

Shares2.8K

Event2026-03-31

Filed2026-04-27

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

CONSOLIDATED EDISON INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-27

BSX

BOSTON SCIENTIFIC CORP

New

Shares3.4K

Event2026-03-31

Filed2026-04-27

GILD

GILEAD SCIENCES INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

New

Shares2.2K

Event2026-03-31

Filed2026-04-27

HWM

HOWMET AEROSPACE INC

New

Shares931

Event2026-03-31

Filed2026-04-27

UNM

UNUM GROUP

New

Shares2.9K

Event2026-03-31

Filed2026-04-27

SCCO

SOUTHERN COPPER CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-27

AGGY

WISDOMTREE TR

New

Shares4.8K

Event2026-03-31

Filed2026-04-27

TER

TERADYNE INC

New

Shares710

Event2026-03-31

Filed2026-04-27

IWV

ISHARES TR

New

Shares564

Event2026-03-31

Filed2026-04-27

XLB

SELECT SECTOR SPDR TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-27

ARISTA NETWORKS INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

IVZ

INVESCO LTD

New

Shares8.5K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares2.5K

Event2026-03-31

Filed2026-04-27

GLOBE LIFE INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-27

AMT

AMERICAN TOWER CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-27

WASTE MGMT INC DEL

New

Shares873

Event2026-03-31

Filed2026-04-27

PLTM

GRANITESHARES PLATINUM TR

New

Shares10.2K

Event2026-03-31

Filed2026-04-27

SAN

BANCO SANTANDER SA

New

Shares11.6K

Event2026-03-31

Filed2026-04-27

NIO

NIO INC

New

Shares20.0K

Event2026-03-31

Filed2026-04-27

UWMC

UWM HOLDINGS CORPORATION

New

Shares25.5K

Event2026-03-31

Filed2026-04-27

GENI

GENIUS SPORTS LIMITED

New

Shares13.8K

Event2026-03-31

Filed2026-04-27

KOS

KOSMOS ENERGY LTD

New

Shares19.0K

Event2026-03-31

Filed2026-04-27

ATAIBECKLEY INC

New

Shares11.8K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

INVESCO QQQ TR Call CallINVESCO QQQ TR29 sharesnew addition2026-03-312026-04-27

INVESCO QQQ TR Call

INVESCO QQQ TR

New

Shares29

Event2026-03-31

Filed2026-04-27

Put Option Holdings

No put option holdings data available