Sponsored
The Analysis of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's Holdings & P&L
Currently, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds 489 types of securities in its portfolio with a total value $818.3M. In the most recent quarter, they have increased their positions in FBND (+356.1K shares, valued at $16.2M), VXUS (+68.4K shares, valued at $5.3M), VCSH (+60.9K shares, valued at $4.8M); decreased their positions in FTEC (-36.5K shares, valued at $7.6M), AMD (-24.2K shares, valued at $4.9M), IVE (-16.9K shares, valued at $3.6M); initiated new positions in VXUS (+68.4K shares, valued at $5.3M), N/A (+13.1K shares, valued at $2.6M), FAD (+13.6K shares, valued at $2.2M).
1M P&L
+21.6M+2.98%
3M P&L
-70.4M-8.62%
HY P&L
-36.8M-4.70%
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/A478.3M
66.3%
2Semiconductors25.6M
3.5%
3Consumer Electronics22.5M
3.1%
Top Industries by Stock Count
1N/A303 stocks
65.9%
2Utilities - Regulated Electric9 stocks
2.0%
3Drug Manufacturers - General7 stocks
1.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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CGDV
1.93%CAPITAL GROUP DIVIDEND VALUE
Shares1.1M
Event2026-03-31
Filed2026-05-05
VTI
0.54%VANGUARD INDEX FDS
Shares114.1K
Event2026-03-31
Filed2026-05-05
AAPL
0.47%APPLE INC
Shares88.7K
Event2026-03-31
Filed2026-05-05
NVDA
-3.31%NVIDIA CORPORATION
Shares108.4K
Event2026-03-31
Filed2026-05-05
VANGUARD INDEX FDS
8.52%VANGUARD INDEX FDS
Shares30.5K
Event2026-03-31
Filed2026-05-05
AMZN
-6.77%AMAZON COM INC
Shares87.3K
Event2026-03-31
Filed2026-05-05
IVV
-4.01%ISHARES TR
Shares26.3K
Event2026-03-31
Filed2026-05-05
FBND
1965.76%FIDELITY MERRIMACK STR TR
Shares374.2K
Event2026-03-31
Filed2026-05-05
GLD
-8.84%SPDR GOLD TR
Shares35.4K
Event2026-03-31
Filed2026-05-05
VUG
0.28%VANGUARD INDEX FDS
Shares33.4K
Event2026-03-31
Filed2026-05-05
MSFT
-15.60%MICROSOFT CORP
Shares34.3K
Event2026-03-31
Filed2026-05-05
DNP
-4.12%DNP SELECT INCOME FD INC
Shares1.2M
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC DEL
-0.97%BERKSHIRE HATHAWAY INC DEL
Shares26.2K
Event2026-03-31
Filed2026-05-05
CGGR
1.86%CAPITAL GROUP GROWTH ETF
Shares283.0K
Event2026-03-31
Filed2026-05-05
VIG
-1.22%VANGUARD SPECIALIZED FUNDS
Shares46.7K
Event2026-03-31
Filed2026-05-05
XOM
-0.18%EXXON MOBIL CORP
Shares59.0K
Event2026-03-31
Filed2026-05-05
JEPI
-18.63%J P MORGAN EXCHANGE TRADED F
Shares174.7K
Event2026-03-31
Filed2026-05-05
SPY
-1.58%STATE STR SPDR S&P 500 ETF T
Shares15.2K
Event2026-03-31
Filed2026-05-05
VCSH
100.31%VANGUARD SCOTTSDALE FDS
Shares121.7K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
1.31%ALPHABET INC
Shares30.1K
Event2026-03-31
Filed2026-05-05
BROADCOM INC
-4.31%BROADCOM INC
Shares24.5K
Event2026-03-31
Filed2026-05-05
INVESCO EXCHANGE TRADED FD T
3.31%INVESCO EXCHANGE TRADED FD T
Shares34.1K
Event2026-03-31
Filed2026-05-05
SMH
0.43%VANECK ETF TRUST
Shares16.6K
Event2026-03-31
Filed2026-05-05
PLTR
41.73%PALANTIR TECHNOLOGIES INC
Shares43.0K
Event2026-03-31
Filed2026-05-05
JCPB
42.48%J P MORGAN EXCHANGE TRADED F
Shares126.7K
Event2026-03-31
Filed2026-05-05
TSLA
-3.06%TESLA INC
Shares16.0K
Event2026-03-31
Filed2026-05-05
AVLV
6.35%AMERICAN CENTY ETF TR
Shares73.4K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE
-6.27%GE AEROSPACE
Shares19.8K
Event2026-03-31
Filed2026-05-05
BKLN
1.06%INVESCO EXCH TRADED FD TR II
Shares273.4K
Event2026-03-31
Filed2026-05-05
VXUS
NewVANGUARD STAR FDS
Shares68.4K
Event2026-03-31
Filed2026-05-05
FLOT
-22.11%ISHARES TR
Shares99.1K
Event2026-03-31
Filed2026-05-05
JPM
-3.29%JPMORGAN CHASE & CO
Shares16.9K
Event2026-03-31
Filed2026-05-05
GEV
-0.51%GE VERNOVA INC
Shares5.7K
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TR
-4.09%INVESCO QQQ TR
Shares8.4K
Event2026-03-31
Filed2026-05-05
RAAX
69.50%VANECK ETF TRUST
Shares117.7K
Event2026-03-31
Filed2026-05-05
FNDX
0.11%SCHWAB STRATEGIC TR
Shares169.3K
Event2026-03-31
Filed2026-05-05
LLY
-9.88%ELI LILLY & CO
Shares5.0K
Event2026-03-31
Filed2026-05-05
RTX
0.68%RTX CORPORATION
Shares23.8K
Event2026-03-31
Filed2026-05-05
PHYS
-15.90%SPROTT ASSET MANAGEMENT LP
Shares128.0K
Event2026-03-31
Filed2026-05-05
AMGN
-2.42%AMGEN INC
Shares12.8K
Event2026-03-31
Filed2026-05-05
BBUS
-13.06%J P MORGAN EXCHANGE TRADED F
Shares38.3K
Event2026-03-31
Filed2026-05-05
ISHARES GOLD TR
-2.05%ISHARES GOLD TR
Shares50.5K
Event2026-03-31
Filed2026-05-05
COST
-1.31%COSTCO WHOLESALE CORPORATION
Shares4.2K
Event2026-03-31
Filed2026-05-05
MARVELL TECHNOLOGY INC
-0.70%MARVELL TECHNOLOGY INC
Shares39.7K
Event2026-03-31
Filed2026-05-05
MERCK & CO INC
7.55%MERCK & CO INC
Shares31.1K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
-0.68%ALPHABET INC
Shares12.9K
Event2026-03-31
Filed2026-05-05
DFAT
-5.40%DIMENSIONAL ETF TRUST
Shares58.3K
Event2026-03-31
Filed2026-05-05
JNJ
-4.35%JOHNSON & JOHNSON
Shares14.8K
Event2026-03-31
Filed2026-05-05
XLK
-1.78%SELECT SECTOR SPDR TR
Shares26.7K
Event2026-03-31
Filed2026-05-05
LMT
-1.88%LOCKHEED MARTIN CORP
Shares5.7K
Event2026-03-31
Filed2026-05-05
GRID
106.80%FIRST TR EXCHANGE-TRADED FD
Shares20.6K
Event2026-03-31
Filed2026-05-05
SO
33.85%SOUTHERN CO
Shares34.0K
Event2026-03-31
Filed2026-05-05
TBIL
-37.18%RBB FD INC
Shares65.7K
Event2026-03-31
Filed2026-05-05
SCHG
1.29%SCHWAB STRATEGIC TR
Shares108.1K
Event2026-03-31
Filed2026-05-05
CGMU
9.70%CAPITAL GRP FIXED INCM ETF T
Shares112.6K
Event2026-03-31
Filed2026-05-05
VO
1.91%VANGUARD INDEX FDS
Shares10.2K
Event2026-03-31
Filed2026-05-05
RDVY
-1.43%FIRST TR EXCHANGE TRADED FD
Shares42.2K
Event2026-03-31
Filed2026-05-05
XLF
-1.62%SELECT SECTOR SPDR TR
Shares57.9K
Event2026-03-31
Filed2026-05-05
RSPT
-0.41%INVESCO EXCHANGE TRADED FD T
Shares61.7K
Event2026-03-31
Filed2026-05-05
CIBR
-0.28%FIRST TR EXCHANGE-TRADED FD
Shares44.5K
Event2026-03-31
Filed2026-05-05
AMD
-64.38%ADVANCED MICRO DEVICES INC
Shares13.4K
Event2026-03-31
Filed2026-05-05
CVX
-1.03%CHEVRON CORPORATION
Shares13.1K
Event2026-03-31
Filed2026-05-05
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares13.1K
Event2026-03-31
Filed2026-05-05
NEE
45.11%NEXTERA ENERGY INC
Shares27.7K
Event2026-03-31
Filed2026-05-05
IFF
-0.53%INTERNATIONAL FLAVORS&FRAGRA
Shares34.7K
Event2026-03-31
Filed2026-05-05
IEFA
1.46%ISHARES TR
Shares27.8K
Event2026-03-31
Filed2026-05-05
MCD
-2.13%MCDONALDS CORP
Shares8.0K
Event2026-03-31
Filed2026-05-05
LHX
-2.76%L3HARRIS TECHNOLOGIES INC
Shares7.0K
Event2026-03-31
Filed2026-05-05
PDI
-3.01%PIMCO DYNAMIC INCOME FD
Shares140.9K
Event2026-03-31
Filed2026-05-05
DUKE ENERGY CORP NEW
5.19%DUKE ENERGY CORP NEW
Shares18.3K
Event2026-03-31
Filed2026-05-05
NOC
1.16%NORTHROP GRUMMAN CORP
Shares3.5K
Event2026-03-31
Filed2026-05-05
VCIT
2.45%VANGUARD SCOTTSDALE FDS
Shares28.7K
Event2026-03-31
Filed2026-05-05
WMT
-0.71%WALMART INC
Shares18.7K
Event2026-03-31
Filed2026-05-05
V
-2.82%VISA INC
Shares7.6K
Event2026-03-31
Filed2026-05-05
VEU
11.52%VANGUARD INTL EQUITY INDEX F
Shares30.3K
Event2026-03-31
Filed2026-05-05
QUAL
-6.10%ISHARES TR
Shares11.5K
Event2026-03-31
Filed2026-05-05
FAD
NewFIRST TR EXCHANGE-TRADED ALP
Shares13.6K
Event2026-03-31
Filed2026-05-05
VFLO
10.52%VICTORY PORTFOLIOS II
Shares54.8K
Event2026-03-31
Filed2026-05-05
PROFESIONALLY MANAGED PORTFO
18.78%PROFESIONALLY MANAGED PORTFO
Shares40.5K
Event2026-03-31
Filed2026-05-05
IBM
1.72%INTERNATIONAL BUSINESS MACHS
Shares8.8K
Event2026-03-31
Filed2026-05-05
DVY
1.53%ISHARES TR
Shares13.9K
Event2026-03-31
Filed2026-05-05
CSCO
-0.61%CISCO SYS INC
Shares26.8K
Event2026-03-31
Filed2026-05-05
VYM
11.14%VANGUARD WHITEHALL FDS
Shares14.0K
Event2026-03-31
Filed2026-05-05
IWM
-10.19%ISHARES TR
Shares8.3K
Event2026-03-31
Filed2026-05-05
ENB
-4.17%ENBRIDGE INC
Shares38.0K
Event2026-03-31
Filed2026-05-05
XLC
6.95%SELECT SECTOR SPDR TR
Shares18.5K
Event2026-03-31
Filed2026-05-05
FTCB
NewFIRST TR EXCHANGE-TRADED FD
Shares97.1K
Event2026-03-31
Filed2026-05-05
IEI
10.75%ISHARES TR
Shares17.1K
Event2026-03-31
Filed2026-05-05
JPIE
-3.44%J P MORGAN EXCHANGE TRADED F
Shares44.0K
Event2026-03-31
Filed2026-05-05
AEE
29.15%AMEREN CORP
Shares18.2K
Event2026-03-31
Filed2026-05-05
BSV
2.81%VANGUARD BD INDEX FDS
Shares24.9K
Event2026-03-31
Filed2026-05-05
ITOT
2.82%ISHARES TR
Shares13.6K
Event2026-03-31
Filed2026-05-05
COWG
15.03%PACER FDS TR
Shares57.5K
Event2026-03-31
Filed2026-05-05
HD
-0.31%HOME DEPOT INC
Shares5.9K
Event2026-03-31
Filed2026-05-05
FXF
NewINVESCO CURRENCYSHARES SWISS
Shares17.4K
Event2026-03-31
Filed2026-05-05
VGT
-1.15%VANGUARD WORLD FD
Shares2.7K
Event2026-03-31
Filed2026-05-05
ABBV
5.75%ABBVIE INC
Shares8.7K
Event2026-03-31
Filed2026-05-05
PEG
99.31%PUBLIC SVC ENTERPRISE GROUP
Shares23.5K
Event2026-03-31
Filed2026-05-05
XLE
82.27%SELECT SECTOR SPDR TR
Shares30.7K
Event2026-03-31
Filed2026-05-05
TSM
0.42%TAIWAN SEMICONDUCTOR MANUFAC
Shares5.5K
Event2026-03-31
Filed2026-05-05
AEP
18.15%AMERICAN ELEC PWR CO INC
Shares14.1K
Event2026-03-31
Filed2026-05-05
PROSHARES TR
NewPROSHARES TR
Shares24.6K
Event2026-03-31
Filed2026-05-05
PG
1.27%PROCTER & GAMBLE CO
Shares12.7K
Event2026-03-31
Filed2026-05-05
META
-13.73%META PLATFORMS INC
Shares3.2K
Event2026-03-31
Filed2026-05-05
VB
0.29%VANGUARD INDEX FDS
Shares7.0K
Event2026-03-31
Filed2026-05-05
AGI
-2.67%ALAMOS GOLD INC
Shares40.7K
Event2026-03-31
Filed2026-05-05
SYY
31.36%SYSCO CORP
Shares24.9K
Event2026-03-31
Filed2026-05-05
CAT
0.41%CATERPILLAR INC
Shares2.5K
Event2026-03-31
Filed2026-05-05
SCHD
1.27%SCHWAB STRATEGIC TR
Shares57.1K
Event2026-03-31
Filed2026-05-05
AGG
1.31%ISHARES TR
Shares17.2K
Event2026-03-31
Filed2026-05-05
BIL
-4.90%SPDR SERIES TRUST
Shares17.7K
Event2026-03-31
Filed2026-05-05
AVUV
61.94%AMERICAN CENTY ETF TR
Shares13.8K
Event2026-03-31
Filed2026-05-05
JBND
-12.13%J P MORGAN EXCHANGE TRADED F
Shares28.3K
Event2026-03-31
Filed2026-05-05
IWR
0.10%ISHARES TR
Shares15.2K
Event2026-03-31
Filed2026-05-05
SOXX
-3.21%ISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-05-05
INTC
22.77%INTEL CORP
Shares33.0K
Event2026-03-31
Filed2026-05-05
JEPQ
26.69%J P MORGAN EXCHANGE TRADED F
Shares25.5K
Event2026-03-31
Filed2026-05-05
BINC
27.76%BLACKROCK ETF TRUST II
Shares27.2K
Event2026-03-31
Filed2026-05-05
JAVA
-10.99%J P MORGAN EXCHANGE TRADED F
Shares19.7K
Event2026-03-31
Filed2026-05-05
DFAI
16.01%DIMENSIONAL ETF TRUST
Shares36.0K
Event2026-03-31
Filed2026-05-05
JMSI
-8.03%J P MORGAN EXCHANGE TRADED F
Shares27.5K
Event2026-03-31
Filed2026-05-05
FTEC
-84.82%FIDELITY COVINGTON TRUST
Shares6.5K
Event2026-03-31
Filed2026-05-05
XLV
6.24%SELECT SECTOR SPDR TR
Shares9.2K
Event2026-03-31
Filed2026-05-05
IVE
-72.61%ISHARES TR
Shares6.4K
Event2026-03-31
Filed2026-05-05
EPD
1.02%ENTERPRISE PRODS PARTNERS L
Shares35.4K
Event2026-03-31
Filed2026-05-05
JHMM
7.62%JOHN HANCOCK EXCHANGE TRADED
Shares19.8K
Event2026-03-31
Filed2026-05-05
IWF
-0.58%ISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-05
PEP
-5.32%PEPSICO INC
Shares8.4K
Event2026-03-31
Filed2026-05-05
GDX
-10.26%VANECK ETF TRUST
Shares14.1K
Event2026-03-31
Filed2026-05-05
KO
-3.41%COCA COLA CO
Shares17.0K
Event2026-03-31
Filed2026-05-05
ROCKET LAB CORP
-0.24%ROCKET LAB CORP
Shares19.7K
Event2026-03-31
Filed2026-05-05
UNH
-11.16%UNITEDHEALTH GROUP INC
Shares4.7K
Event2026-03-31
Filed2026-05-05
VT
4.52%VANGUARD INTL EQUITY INDEX F
Shares9.1K
Event2026-03-31
Filed2026-05-05
JIRE
7.88%J P MORGAN EXCHANGE TRADED F
Shares16.6K
Event2026-03-31
Filed2026-05-05
XLI
1.62%SELECT SECTOR SPDR TR
Shares7.8K
Event2026-03-31
Filed2026-05-05
PH
-0.85%PARKER-HANNIFIN CORP
Shares1.4K
Event2026-03-31
Filed2026-05-05
DIA
-0.92%STATE STR SPDR DOW JONES IND
Shares2.7K
Event2026-03-31
Filed2026-05-05
IAUM
-0.44%ISHARES GOLD TR
Shares26.5K
Event2026-03-31
Filed2026-05-05
DGRW
-2.89%WISDOMTREE TR
Shares14.1K
Event2026-03-31
Filed2026-05-05
IWD
0.37%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-05-05
UDN
29.11%INVESCO DB US DLR INDEX TR
Shares67.0K
Event2026-03-31
Filed2026-05-05
OKE
58.33%ONEOK INC NEW
Shares13.2K
Event2026-03-31
Filed2026-05-05
VYMI
25.11%VANGUARD WHITEHALL FDS
Shares12.4K
Event2026-03-31
Filed2026-05-05
NBIS
232.87%NEBIUS GROUP N.V.
Shares11.2K
Event2026-03-31
Filed2026-05-05
MOAT
-45.10%VANECK ETF TRUST
Shares12.0K
Event2026-03-31
Filed2026-05-05
CGCP
3.05%CAPITAL GRP FIXED INCM ETF T
Shares52.1K
Event2026-03-31
Filed2026-05-05
DBMF
NewLITMAN GREGORY FDS TR
Shares37.2K
Event2026-03-31
Filed2026-05-05
USMV
8.67%ISHARES TR
Shares12.0K
Event2026-03-31
Filed2026-05-05
MA
-11.46%MASTERCARD INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-05-05
ASML
-3.42%ASML HLDG NV
Shares818
Event2026-03-31
Filed2026-05-05
JFLI
52.95%J P MORGAN EXCHANGE TRADED F
Shares20.9K
Event2026-03-31
Filed2026-05-05
AIRR
7.56%FIRST TR EXCHANGE TRADED FD
Shares9.5K
Event2026-03-31
Filed2026-05-05
DGRO
3.15%ISHARES TR
Shares14.9K
Event2026-03-31
Filed2026-05-05
MKL
0.00%MARKEL GROUP INC
Shares545
Event2026-03-31
Filed2026-05-05
VDE
97.10%VANGUARD WORLD FD
Shares6.0K
Event2026-03-31
Filed2026-05-05
NATIONAL GRID PLC
-2.25%NATIONAL GRID PLC
Shares12.1K
Event2026-03-31
Filed2026-05-05
ITA
-0.32%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-05
FARX
NewADVISORS INNER CIRCLE FD II
Shares35.4K
Event2026-03-31
Filed2026-05-05
TBUX
194.86%T ROWE PRICE ETF INC
Shares19.7K
Event2026-03-31
Filed2026-05-05
VEA
-1.55%VANGUARD TAX-MANAGED FDS
Shares15.3K
Event2026-03-31
Filed2026-05-05
XLU
1.90%SELECT SECTOR SPDR TR
Shares21.1K
Event2026-03-31
Filed2026-05-05
CB
185.19%CHUBB LTD SWITZ
Shares3.0K
Event2026-03-31
Filed2026-05-05
NWN
7.97%NORTHWEST NAT HLDG CO
Shares18.0K
Event2026-03-31
Filed2026-05-05
BA
64.48%BOEING CO
Shares4.7K
Event2026-03-31
Filed2026-05-05
IVW
9.56%ISHARES TR
Shares8.1K
Event2026-03-31
Filed2026-05-05
JGRO
-37.37%J P MORGAN EXCHANGE TRADED F
Shares10.8K
Event2026-03-31
Filed2026-05-05
WM
14.55%WASTE MGMT INC DEL
Shares4.0K
Event2026-03-31
Filed2026-05-05
IREN
NewIREN LIMITED
Shares26.4K
Event2026-03-31
Filed2026-05-05
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares1.5K
Event2026-03-31
Filed2026-05-05
BLACKROCK INC
-12.28%BLACKROCK INC
Shares929
Event2026-03-31
Filed2026-05-05
VWO
-3.75%VANGUARD INTL EQUITY INDEX F
Shares16.1K
Event2026-03-31
Filed2026-05-05
IBIT
-9.61%ISHARES BITCOIN TRUST ETF
Shares22.5K
Event2026-03-31
Filed2026-05-05
IJH
-2.27%ISHARES TR
Shares12.8K
Event2026-03-31
Filed2026-05-05
GGN
1.23%GAMCO GLOBAL GOLD NAT RES &
Shares161.9K
Event2026-03-31
Filed2026-05-05
ABT
-50.69%ABBOTT LABORATORIES
Shares8.4K
Event2026-03-31
Filed2026-05-05
MAIN
1.06%MAIN STR CAP CORP
Shares16.2K
Event2026-03-31
Filed2026-05-05
AEM
-4.68%AGNICO EAGLE MINES LTD
Shares4.1K
Event2026-03-31
Filed2026-05-05
EATON CORP PLC
-4.01%EATON CORP PLC
Shares2.3K
Event2026-03-31
Filed2026-05-05
FLRN
-13.67%SPDR SERIES TRUST
Shares26.9K
Event2026-03-31
Filed2026-05-05
IVOL
0.13%KRANESHARES TRUST
Shares44.1K
Event2026-03-31
Filed2026-05-05
BLACKSTONE INC
-22.85%BLACKSTONE INC
Shares7.2K
Event2026-03-31
Filed2026-05-05
GS
0.21%GOLDMAN SACHS GROUP INC
Shares964
Event2026-03-31
Filed2026-05-05
EEM
1.11%ISHARES TR
Shares14.4K
Event2026-03-31
Filed2026-05-05
HDV
6.97%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-05-05
TPYP
29.43%TORTOISE CAPITAL SERIES TRUS
Shares18.8K
Event2026-03-31
Filed2026-05-05
T
-11.81%AT&T INC
Shares27.4K
Event2026-03-31
Filed2026-05-05
JAAA
15.83%JANUS DETROIT STR TR
Shares15.7K
Event2026-03-31
Filed2026-05-05
TJX
-2.45%TJX COS INC NEW
Shares4.9K
Event2026-03-31
Filed2026-05-05
WFC
-0.78%WELLS FARGO & CO
Shares9.8K
Event2026-03-31
Filed2026-05-05
DFJ
-1.98%WISDOMTREE TR
Shares7.6K
Event2026-03-31
Filed2026-05-05
PM
1.01%PHILIP MORRIS INTL INC
Shares4.6K
Event2026-03-31
Filed2026-05-05
PSI
-0.12%INVESCO EXCHANGE TRADED FD T
Shares8.1K
Event2026-03-31
Filed2026-05-05
LOW
0.28%LOWES COS INC
Shares3.2K
Event2026-03-31
Filed2026-05-05
IEMG
-3.27%ISHARES INC
Shares10.8K
Event2026-03-31
Filed2026-05-05
USTB
-30.73%VICTORY PORTFOLIOS II
Shares14.9K
Event2026-03-31
Filed2026-05-05
VTV
22.80%VANGUARD INDEX FDS
Shares3.8K
Event2026-03-31
Filed2026-05-05
MGK
-1.36%VANGUARD WORLD FD
Shares2.0K
Event2026-03-31
Filed2026-05-05
ICSH
79.99%ISHARES TR
Shares14.5K
Event2026-03-31
Filed2026-05-05
FDN
-5.44%FIRST TR EXCHANGE-TRADED FD
Shares3.1K
Event2026-03-31
Filed2026-05-05
ORCL
-50.50%ORACLE CORP
Shares4.9K
Event2026-03-31
Filed2026-05-05
JPST
-15.46%J P MORGAN EXCHANGE TRADED F
Shares14.2K
Event2026-03-31
Filed2026-05-05
IUSB
9.35%ISHARES TR
Shares15.5K
Event2026-03-31
Filed2026-05-05
IRM
-0.10%IRON MTN INC DEL
Shares7.0K
Event2026-03-31
Filed2026-05-05
DHR
-2.63%DANAHER CORP DEL
Shares3.7K
Event2026-03-31
Filed2026-05-05
NPCT
14.69%NUVEEN CORE PLUS IMPACT FUND
Shares69.3K
Event2026-03-31
Filed2026-05-05
MGM
0.19%MGM RESORTS INTERNATIONAL
Shares19.0K
Event2026-03-31
Filed2026-05-05
AFL
0.97%AFLAC INC
Shares6.4K
Event2026-03-31
Filed2026-05-05
CGSD
9.31%CAPITAL GRP FIXED INCM ETF T
Shares27.0K
Event2026-03-31
Filed2026-05-05
BAC
-18.79%BANK AMERICA CORP
Shares14.3K
Event2026-03-31
Filed2026-05-05
BBIN
-22.30%J P MORGAN EXCHANGE TRADED F
Shares9.5K
Event2026-03-31
Filed2026-05-05
BND
-16.85%VANGUARD BD INDEX FDS
Shares9.4K
Event2026-03-31
Filed2026-05-05
FNCL
2.47%FIDELITY COVINGTON TRUST
Shares9.8K
Event2026-03-31
Filed2026-05-05
JEMA
-5.71%J P MORGAN EXCHANGE TRADED F
Shares13.2K
Event2026-03-31
Filed2026-05-05
CCJ
-43.44%CAMECO CORP
Shares6.3K
Event2026-03-31
Filed2026-05-05
JGLO
-1.58%J P MORGAN EXCHANGE TRADED F
Shares10.4K
Event2026-03-31
Filed2026-05-05
PYLD
-43.59%PIMCO ETF TR
Shares25.5K
Event2026-03-31
Filed2026-05-05
FDVV
5.83%FIDELITY COVINGTON TRUST
Shares12.1K
Event2026-03-31
Filed2026-05-05
IGIB
-11.85%ISHARES TR
Shares11.9K
Event2026-03-31
Filed2026-05-05
LAM RESEARCH CORP
1.48%LAM RESEARCH CORP
Shares2.9K
Event2026-03-31
Filed2026-05-05
ED
0.13%CONSOLIDATED EDISON INC
Shares5.6K
Event2026-03-31
Filed2026-05-05
D
22.96%DOMINION ENERGY INC
Shares10.1K
Event2026-03-31
Filed2026-05-05
PSQO
5.67%PALMER SQUARE FUNDS TR
Shares30.4K
Event2026-03-31
Filed2026-05-05
SPIB
-9.93%SPDR SERIES TRUST
Shares18.6K
Event2026-03-31
Filed2026-05-05
HDEF
15.11%DBX ETF TR
Shares19.2K
Event2026-03-31
Filed2026-05-05
MO
0.79%ALTRIA GROUP INC
Shares9.4K
Event2026-03-31
Filed2026-05-05
DBEF
0.00%DBX ETF TR
Shares12.5K
Event2026-03-31
Filed2026-05-05
URNM
-10.58%SPROTT FDS TR
Shares9.7K
Event2026-03-31
Filed2026-05-05
BKGI
4.15%BNY MELLON ETF TRUST
Shares13.7K
Event2026-03-31
Filed2026-05-05
TMO
-1.23%THERMO FISHER SCIENTIFIC INC
Shares1.2K
Event2026-03-31
Filed2026-05-05
TOTL
0.56%SSGA ACTIVE ETF TR
Shares14.8K
Event2026-03-31
Filed2026-05-05
CLOA
12.17%BLACKROCK ETF TRUST II
Shares11.3K
Event2026-03-31
Filed2026-05-05
BBHY
-24.50%J P MORGAN EXCHANGE TRADED F
Shares12.7K
Event2026-03-31
Filed2026-05-05
BYLD
-8.42%ISHARES TR
Shares25.8K
Event2026-03-31
Filed2026-05-05
UTES
45.75%ETFIS SER TR I
Shares7.2K
Event2026-03-31
Filed2026-05-05
EWZ
-68.90%ISHARES INC
Shares14.9K
Event2026-03-31
Filed2026-05-05
RTH
-4.59%VANECK ETF TRUST
Shares2.3K
Event2026-03-31
Filed2026-05-05
VTR
0.00%VENTAS INC
Shares6.9K
Event2026-03-31
Filed2026-05-05
GILD
1.66%GILEAD SCIENCES INC
Shares4.0K
Event2026-03-31
Filed2026-05-05
FXI
-3.33%ISHARES TR
Shares15.4K
Event2026-03-31
Filed2026-05-05
ZTWO
0.00%RBB FD INC
Shares10.9K
Event2026-03-31
Filed2026-05-05
VRIG
2.63%INVESCO ACTIVELY MANAGED EXC
Shares22.0K
Event2026-03-31
Filed2026-05-05
DFLV
36.21%DIMENSIONAL ETF TRUST
Shares15.4K
Event2026-03-31
Filed2026-05-05
CMCSA
72.52%COMCAST CORP NEW
Shares19.1K
Event2026-03-31
Filed2026-05-05
CITIGROUP INC
-55.69%CITIGROUP INC
Shares4.8K
Event2026-03-31
Filed2026-05-05
VZ
-30.75%VERIZON COMMUNICATIONS INC
Shares10.9K
Event2026-03-31
Filed2026-05-05
TRV
-2.22%TRAVELERS COMPANIES INC
Shares1.9K
Event2026-03-31
Filed2026-05-05
CARY
-44.57%ANGEL OAK FUNDS TRUST
Shares25.8K
Event2026-03-31
Filed2026-05-05
DSL
-0.93%DOUBLELINE INCOME SOLUTIONS
Shares48.7K
Event2026-03-31
Filed2026-05-05
PANW
-3.81%PALO ALTO NETWORKS INC
Shares3.3K
Event2026-03-31
Filed2026-05-05
SPHQ
-8.94%INVESCO EXCHANGE TRADED FD T
Shares7.0K
Event2026-03-31
Filed2026-05-05
FENY
-0.67%FIDELITY COVINGTON TRUST
Shares15.4K
Event2026-03-31
Filed2026-05-05
WPM
2.52%WHEATON PRECIOUS METALS CORP
Shares4.0K
Event2026-03-31
Filed2026-05-05
DFSV
49.31%DIMENSIONAL ETF TRUST
Shares14.9K
Event2026-03-31
Filed2026-05-05
BILS
-1.30%SPDR SERIES TRUST
Shares5.2K
Event2026-03-31
Filed2026-05-05
PULS
-14.01%PGIM ETF TR
Shares10.5K
Event2026-03-31
Filed2026-05-05
MET
0.05%METLIFE INC
Shares7.3K
Event2026-03-31
Filed2026-05-05
MUST
-9.36%COLUMBIA ETF TR I
Shares25.1K
Event2026-03-31
Filed2026-05-05
POWL
0.00%POWELL INDS INC
Shares950
Event2026-03-31
Filed2026-05-05
TCAF
-4.92%T ROWE PRICE ETF INC
Shares14.2K
Event2026-03-31
Filed2026-05-05
ROK
0.36%ROCKWELL AUTOMATION INC
Shares1.4K
Event2026-03-31
Filed2026-05-05
FFLC
-4.83%FIDELITY COVINGTON TRUST
Shares9.6K
Event2026-03-31
Filed2026-05-05
UNM
3.63%UNUM GROUP
Shares6.7K
Event2026-03-31
Filed2026-05-05
SPDN
59.86%DIREXION SHARES ETF TRUST
Shares49.2K
Event2026-03-31
Filed2026-05-05
EXC
-1.15%EXELON CORP
Shares9.9K
Event2026-03-31
Filed2026-05-05
HON
-44.02%HONEYWELL INTL INC
Shares2.1K
Event2026-03-31
Filed2026-05-05
GSC
-47.30%GOLDMAN SACHS ETF TR
Shares8.9K
Event2026-03-31
Filed2026-05-05
PFF
-0.68%ISHARES TR
Shares15.9K
Event2026-03-31
Filed2026-05-05
BALT
-14.13%INNOVATOR ETFS TRUST
Shares14.2K
Event2026-03-31
Filed2026-05-05
DISV
29.33%DIMENSIONAL ETF TRUST
Shares12.0K
Event2026-03-31
Filed2026-05-05
PSQ
NewPROSHARES TR
Shares14.7K
Event2026-03-31
Filed2026-05-05
FDHY
-6.06%FIDELITY COVINGTON TRUST
Shares9.7K
Event2026-03-31
Filed2026-05-05
SHOP
3.01%SHOPIFY INC
Shares4.0K
Event2026-03-31
Filed2026-05-05
JMUB
-32.61%J P MORGAN EXCHANGE TRADED F
Shares9.3K
Event2026-03-31
Filed2026-05-05
CRWD
6.73%CROWDSTRIKE HLDGS INC
Shares1.2K
Event2026-03-31
Filed2026-05-05
XAR
23.56%SPDR SERIES TRUST
Shares1.8K
Event2026-03-31
Filed2026-05-05
SCHM
-0.84%SCHWAB STRATEGIC TR
Shares14.9K
Event2026-03-31
Filed2026-05-05
IMCG
-2.01%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-05
GLW
-13.69%CORNING INC
Shares3.4K
Event2026-03-31
Filed2026-05-05
ADP
-54.57%AUTOMATIC DATA PROCESSING IN
Shares2.3K
Event2026-03-31
Filed2026-05-05
PVAL
-7.03%PUTNAM ETF TRUST
Shares9.8K
Event2026-03-31
Filed2026-05-05
JPMB
NewJ P MORGAN EXCHANGE TRADED F
Shares11.6K
Event2026-03-31
Filed2026-05-05
GNOV
-3.54%FIRST TR EXCHNG TRADED FD VI
Shares11.7K
Event2026-03-31
Filed2026-05-05
TD
0.00%TORONTO DOMINION BK ONT
Shares4.9K
Event2026-03-31
Filed2026-05-05
UNP
-3.34%UNION PAC CORP
Shares1.9K
Event2026-03-31
Filed2026-05-05
TRP
43.85%TC ENERGY CORP
Shares7.2K
Event2026-03-31
Filed2026-05-05
IDE
9.82%VOYA INFRASTRUCTURE INDLS &
Shares35.8K
Event2026-03-31
Filed2026-05-05
VHT
-46.10%VANGUARD WORLD FD
Shares1.6K
Event2026-03-31
Filed2026-05-05
BMY
-68.19%BRISTOL-MYERS SQUIBB CO
Shares7.3K
Event2026-03-31
Filed2026-05-05
SLQD
-2.02%ISHARES TR
Shares8.7K
Event2026-03-31
Filed2026-05-05
CGUS
-15.22%CAPITAL GROUP CORE EQUITY ET
Shares11.3K
Event2026-03-31
Filed2026-05-05
ILCG
-12.14%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-05
IEF
-2.53%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-05
VNQ
-4.71%VANGUARD INDEX FDS
Shares4.8K
Event2026-03-31
Filed2026-05-05
VBR
-7.78%VANGUARD INDEX FDS
Shares2.0K
Event2026-03-31
Filed2026-05-05
JPIN
-27.66%J P MORGAN EXCHANGE TRADED F
Shares5.9K
Event2026-03-31
Filed2026-05-05
WAB
0.00%WABTEC
Shares1.7K
Event2026-03-31
Filed2026-05-05
EW
-0.17%EDWARDS LIFESCIENCES CORP
Shares5.3K
Event2026-03-31
Filed2026-05-05
UTG
7.71%REAVES UTIL INCOME FD
Shares10.7K
Event2026-03-31
Filed2026-05-05
DFUS
12.63%DIMENSIONAL ETF TRUST
Shares5.9K
Event2026-03-31
Filed2026-05-05
MS
-8.51%MORGAN STANLEY
Shares2.5K
Event2026-03-31
Filed2026-05-05
MOO
NewVANECK ETF TRUST
Shares4.9K
Event2026-03-31
Filed2026-05-05
COF
-12.55%CAPITAL ONE FINL CORP
Shares2.3K
Event2026-03-31
Filed2026-05-05
FALN
-29.16%ISHARES TR
Shares15.6K
Event2026-03-31
Filed2026-05-05
BMO
0.26%BANK MONTREAL MEDIUM
Shares3.1K
Event2026-03-31
Filed2026-05-05
DIHP
87.01%DIMENSIONAL ETF TRUST
Shares12.8K
Event2026-03-31
Filed2026-05-05
PNC
0.51%PNC FINL SVCS GROUP INC
Shares2.0K
Event2026-03-31
Filed2026-05-05
SDVY
-1.30%FIRST TR EXCHANGE TRADED FD
Shares10.4K
Event2026-03-31
Filed2026-05-05
CL
74.99%COLGATE PALMOLIVE CO
Shares4.8K
Event2026-03-31
Filed2026-05-05
FLRT
-36.33%PACER FDS TR
Shares8.8K
Event2026-03-31
Filed2026-05-05
HGER
NewHARBOR ETF TRUST
Shares13.1K
Event2026-03-31
Filed2026-05-05
VTS
-1.52%VITESSE ENERGY INC
Shares22.2K
Event2026-03-31
Filed2026-05-05
OXY
NewOCCIDENTAL PETE CORP
Shares6.2K
Event2026-03-31
Filed2026-05-05
DFAC
-19.15%DIMENSIONAL ETF TRUST
Shares10.3K
Event2026-03-31
Filed2026-05-05
LAZARD INC
0.00%LAZARD INC
Shares9.2K
Event2026-03-31
Filed2026-05-05
QCOM
-23.86%QUALCOMM INC
Shares3.0K
Event2026-03-31
Filed2026-05-05
MAR
0.08%MARRIOTT INTL INC NEW
Shares1.2K
Event2026-03-31
Filed2026-05-05
AMAT
-3.71%APPLIED MATLS INC
Shares1.1K
Event2026-03-31
Filed2026-05-05
JEF
0.32%JEFFERIES FINANCIAL GROUP IN
Shares9.5K
Event2026-03-31
Filed2026-05-05
CSX
0.14%CSX CORP
Shares9.5K
Event2026-03-31
Filed2026-05-05
SLV
-27.24%ISHARES SILVER TR
Shares5.7K
Event2026-03-31
Filed2026-05-05
PSLV
-64.70%SPROTT ASSET MANAGEMENT LP
Shares15.9K
Event2026-03-31
Filed2026-05-05
IJK
0.03%ISHARES TR
Shares3.8K
Event2026-03-31
Filed2026-05-05
VPLS
37.25%VANGUARD MALVERN FDS
Shares5.0K
Event2026-03-31
Filed2026-05-05
JCI
26.06%JOHNSON CONTROLS INTERNATION
Shares2.9K
Event2026-03-31
Filed2026-05-05
AMH
NewAMERICAN HOMES 4 RENT
Shares13.7K
Event2026-03-31
Filed2026-05-05
SPGP
-15.52%INVESCO EXCHANGE TRADED FD T
Shares3.5K
Event2026-03-31
Filed2026-05-05
PFFA
0.36%ETFIS SER TR I
Shares18.7K
Event2026-03-31
Filed2026-05-05
RF
0.00%REGIONS FINANCIAL CORP NEW
Shares14.5K
Event2026-03-31
Filed2026-05-05
ILCV
-2.55%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-05-05
NFLX
-51.90%NETFLIX INC.
Shares3.9K
Event2026-03-31
Filed2026-05-05
COP
-0.18%CONOCOPHILLIPS
Shares2.8K
Event2026-03-31
Filed2026-05-05
SCHW
3.41%SCHWAB CHARLES CORP
Shares3.9K
Event2026-03-31
Filed2026-05-05
VTEC
0.48%VANGUARD CALIF TAX FREE FDS
Shares3.7K
Event2026-03-31
Filed2026-05-05
SCHO
-56.07%SCHWAB STRATEGIC TR
Shares15.1K
Event2026-03-31
Filed2026-05-05
JMST
-6.74%J P MORGAN EXCHANGE TRADED F
Shares7.1K
Event2026-03-31
Filed2026-05-05
DUHP
-13.58%DIMENSIONAL ETF TRUST
Shares9.9K
Event2026-03-31
Filed2026-05-05
GLU
3.58%GABELLI GLOBAL UTIL & INCOME
Shares18.8K
Event2026-03-31
Filed2026-05-05
PPA
6.04%INVESCO EXCHANGE TRADED FD T
Shares2.2K
Event2026-03-31
Filed2026-05-05
GRPM
-8.12%INVESCO EXCHANGE TRADED FD T
Shares3.0K
Event2026-03-31
Filed2026-05-05
VOE
-11.28%VANGUARD INDEX FDS
Shares1.9K
Event2026-03-31
Filed2026-05-05
IWY
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-05
PRIM
-0.12%PRIMORIS SVCS CORP
Shares2.5K
Event2026-03-31
Filed2026-05-05
CRAK
NewVANECK ETF TRUST
Shares7.2K
Event2026-03-31
Filed2026-05-05
NOBL
1.57%PROSHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-05
DIS
-15.08%DISNEY WALT CO
Shares3.7K
Event2026-03-31
Filed2026-05-05
PFE
-0.28%PFIZER INC
Shares12.7K
Event2026-03-31
Filed2026-05-05
SLB
12.76%SLB LIMITED
Shares6.9K
Event2026-03-31
Filed2026-05-05
EMR
0.74%EMERSON ELEC CO
Shares2.7K
Event2026-03-31
Filed2026-05-05
AVDV
50.65%AMERICAN CENTY ETF TR
Shares3.5K
Event2026-03-31
Filed2026-05-05
FTSL
-10.59%FIRST TR EXCHANGE-TRADED FD
Shares7.8K
Event2026-03-31
Filed2026-05-05
CALF
-5.85%PACER FDS TR
Shares7.7K
Event2026-03-31
Filed2026-05-05
ES
-1.12%EVERSOURCE ENERGY
Shares5.0K
Event2026-03-31
Filed2026-05-05
CME
-48.96%CME GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-05-05
JSI
-8.11%JANUS DETROIT STR TR
Shares6.7K
Event2026-03-31
Filed2026-05-05
FCX
-19.92%FREEPORT MCMORAN INC
Shares5.8K
Event2026-03-31
Filed2026-05-05
NBXG
7.70%NEUBERGER NEXT GENERATION
Shares26.5K
Event2026-03-31
Filed2026-05-05
INVH
NewINVITATION HOMES INC
Shares13.7K
Event2026-03-31
Filed2026-05-05
JIVE
20.21%J P MORGAN EXCHANGE TRADED F
Shares4.0K
Event2026-03-31
Filed2026-05-05
IUSV
0.00%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-05-05
OIH
NewVANECK ETF TRUST
Shares832
Event2026-03-31
Filed2026-05-05
APD
0.09%AIR PRODUCTS AND CHEMICALS I
Shares1.2K
Event2026-03-31
Filed2026-05-05
IWO
0.09%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-05
CVS
-1.33%CVS HEALTH CORP
Shares4.6K
Event2026-03-31
Filed2026-05-05
ARKK
0.00%ARK ETF TR
Shares4.9K
Event2026-03-31
Filed2026-05-05
IFRA
7.38%ISHARES TR
Shares5.7K
Event2026-03-31
Filed2026-05-05
BST
4.24%BLACKROCK SCIENCE & TECHNOLO
Shares9.0K
Event2026-03-31
Filed2026-05-05
ARKF
-2.91%ARK ETF TR
Shares8.6K
Event2026-03-31
Filed2026-05-05
FTCS
-1.40%FIRST TR EXCHANGE-TRADED FD
Shares3.5K
Event2026-03-31
Filed2026-05-05
OHI
9.95%OMEGA HEALTHCARE INVS INC
Shares7.4K
Event2026-03-31
Filed2026-05-05
CDNS
0.34%CADENCE DESIGN SYSTEM INC
Shares1.2K
Event2026-03-31
Filed2026-05-05
UYLD
-14.20%ANGEL OAK FUNDS TRUST
Shares6.4K
Event2026-03-31
Filed2026-05-05
SCHF
2.59%SCHWAB STRATEGIC TR
Shares13.0K
Event2026-03-31
Filed2026-05-05
VLO
2.92%VALERO ENERGY CORP
Shares1.3K
Event2026-03-31
Filed2026-05-05
MUB
6.66%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-05
VPU
NewVANGUARD WORLD FD
Shares1.6K
Event2026-03-31
Filed2026-05-05
SPHY
-18.66%SPDR SERIES TRUST
Shares13.6K
Event2026-03-31
Filed2026-05-05
SCHX
0.02%SCHWAB STRATEGIC TR
Shares12.4K
Event2026-03-31
Filed2026-05-05
VOT
-7.48%VANGUARD INDEX FDS
Shares1.2K
Event2026-03-31
Filed2026-05-05
FVAL
18.55%FIDELITY COVINGTON TRUST
Shares4.5K
Event2026-03-31
Filed2026-05-05
FNDF
32.77%SCHWAB STRATEGIC TR
Shares6.3K
Event2026-03-31
Filed2026-05-05
GEHC
-69.51%GE HEALTHCARE TECHNOLOGIES I
Shares4.3K
Event2026-03-31
Filed2026-05-05
BDJ
0.33%BLACKROCK ENHANCED EQUITY DI
Shares35.4K
Event2026-03-31
Filed2026-05-05
BIZD
-50.78%VANECK ETF TRUST
Shares23.7K
Event2026-03-31
Filed2026-05-05
IYW
0.00%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-05
GBTC
87.71%GRAYSCALE BITCOIN TRUST ETF
Shares5.7K
Event2026-03-31
Filed2026-05-05
IWB
-4.74%ISHARES TR
Shares844
Event2026-03-31
Filed2026-05-05
IMCV
-4.20%ISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-05
IBB
0.00%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-05
ETF OPPORTUNITIES TRUST
NewETF OPPORTUNITIES TRUST
Shares11.2K
Event2026-03-31
Filed2026-05-05
ECL
2.42%ECOLAB INC
Shares1.1K
Event2026-03-31
Filed2026-05-05
KYN
10.47%KAYNE ANDERSON ENERGY INFRST
Shares20.4K
Event2026-03-31
Filed2026-05-05
NVDX
0.00%ETF OPPORTUNITIES TRUST
Shares20.9K
Event2026-03-31
Filed2026-05-05
CEF
-31.20%SPROTT ASSET MANAGEMENT LP
Shares6.1K
Event2026-03-31
Filed2026-05-05
XMHQ
-7.05%INVESCO EXCHANGE TRADED FD T
Shares2.8K
Event2026-03-31
Filed2026-05-05
JADE
33.77%J P MORGAN EXCHANGE TRADED F
Shares4.4K
Event2026-03-31
Filed2026-05-05
GDMN
-79.73%WISDOMTREE TR
Shares2.8K
Event2026-03-31
Filed2026-05-05
ALPS ETF TR
NewALPS ETF TR
Shares5.4K
Event2026-03-31
Filed2026-05-05
COLO
-14.61%GLOBAL X FDS
Shares7.2K
Event2026-03-31
Filed2026-05-05
SPYG
-4.92%SPDR SERIES TRUST
Shares2.9K
Event2026-03-31
Filed2026-05-05
ESE
NewESCO TECHNOLOGIES INC
Shares1.0K
Event2026-03-31
Filed2026-05-05
FDM
-11.22%FIRST TR EXCHANGE-TRADED FD
Shares3.4K
Event2026-03-31
Filed2026-05-05
KMI
-19.22%KINDER MORGAN INC DEL
Shares8.3K
Event2026-03-31
Filed2026-05-05
GSST
-55.39%GOLDMAN SACHS ETF TR
Shares5.5K
Event2026-03-31
Filed2026-05-05
SCHP
-8.31%SCHWAB STRATEGIC TR
Shares10.4K
Event2026-03-31
Filed2026-05-05
VTIP
NewVANGUARD MALVERN FDS
Shares5.5K
Event2026-03-31
Filed2026-05-05
MMM
-2.53%3M CO
Shares1.8K
Event2026-03-31
Filed2026-05-05
SDY
0.16%SPDR SERIES TRUST
Shares1.8K
Event2026-03-31
Filed2026-05-05
EFA
-13.20%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-05-05
ISRG
7.21%INTUITIVE SURGICAL INC
Shares580
Event2026-03-31
Filed2026-05-05
ARKW
-2.09%ARK ETF TR
Shares2.2K
Event2026-03-31
Filed2026-05-05
ITW
24.66%ILLINOIS TOOL WKS INC
Shares1.0K
Event2026-03-31
Filed2026-05-05
SOLSTICE ADVANCED MATLS INC
-67.61%SOLSTICE ADVANCED MATLS INC
Shares3.5K
Event2026-03-31
Filed2026-05-05
DBX ETF TR
NewDBX ETF TR
Shares7.5K
Event2026-03-31
Filed2026-05-05
DFSI
-2.36%DIMENSIONAL ETF TRUST
Shares6.2K
Event2026-03-31
Filed2026-05-05
BOND
0.07%PIMCO ETF TR
Shares2.8K
Event2026-03-31
Filed2026-05-05
ASGI
14.66%ABRDN GLOBAL INFRA INCOME FU
Shares11.7K
Event2026-03-31
Filed2026-05-05
RDVI
4.69%FIRST TR EXCHANGE-TRADED FD
Shares10.1K
Event2026-03-31
Filed2026-05-05
CGGO
0.00%CAPITAL GROUP GBL GROWTH EQT
Shares7.8K
Event2026-03-31
Filed2026-05-05
MCK
-9.17%MCKESSON CORP
Shares297
Event2026-03-31
Filed2026-05-05
EFAV
0.00%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-05-05
LVHI
-7.41%LEGG MASON ETF INVT
Shares6.2K
Event2026-03-31
Filed2026-05-05
AIO
5.11%VIRTUS ARTIFICIAL INTELLIGEN
Shares11.8K
Event2026-03-31
Filed2026-05-05
TPR
-4.02%TAPESTRY INC
Shares1.8K
Event2026-03-31
Filed2026-05-05
ARKQ
NewARK ETF TR
Shares2.2K
Event2026-03-31
Filed2026-05-05
EOS
-1.14%EATON VANCE ENHANCED EQUITY
Shares12.2K
Event2026-03-31
Filed2026-05-05
JIG
7.36%J P MORGAN EXCHANGE TRADED F
Shares3.4K
Event2026-03-31
Filed2026-05-05
XMMO
3.87%INVESCO EXCHANGE TRADED FD T
Shares1.7K
Event2026-03-31
Filed2026-05-05
MU
-68.34%MICRON TECHNOLOGY INC
Shares736
Event2026-03-31
Filed2026-05-05
FHLC
3.05%FIDELITY COVINGTON TRUST
Shares3.5K
Event2026-03-31
Filed2026-05-05
JDIV
NewJ P MORGAN EXCHANGE TRADED F
Shares4.7K
Event2026-03-31
Filed2026-05-05
ADX
3.13%ADAMS DIVERSIFIED EQUITY FD
Shares11.2K
Event2026-03-31
Filed2026-05-05
VOOV
-6.77%VANGUARD ADMIRAL FDS INC
Shares1.2K
Event2026-03-31
Filed2026-05-05
CSNR
NewCOHEN & STEERS ETF TRUST
Shares6.5K
Event2026-03-31
Filed2026-05-05
VRT
NewVERTIV HOLDINGS CO
Shares969
Event2026-03-31
Filed2026-05-05
JMOM
12.06%J P MORGAN EXCHANGE TRADED F
Shares3.5K
Event2026-03-31
Filed2026-05-05
FENI
12.33%FIDELITY COVINGTON TRUST
Shares6.4K
Event2026-03-31
Filed2026-05-05
SNOW
2.74%SNOWFLAKE INC
Shares1.6K
Event2026-03-31
Filed2026-05-05
FSLR
NewFIRST SOLAR INC
Shares1.2K
Event2026-03-31
Filed2026-05-05
HYG
-3.85%ISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-05-05
MINT
0.13%PIMCO ETF TR
Shares2.3K
Event2026-03-31
Filed2026-05-05
PSX
NewPHILLIPS 66
Shares1.3K
Event2026-03-31
Filed2026-05-05
DE
NewDEERE & CO
Shares412
Event2026-03-31
Filed2026-05-05
EDOW
3.92%FIRST TR EXCHANGE-TRADED FD
Shares5.7K
Event2026-03-31
Filed2026-05-05
BNDX
4.65%VANGUARD CHARLOTTE FDS
Shares4.8K
Event2026-03-31
Filed2026-05-05
VIPER ENERGY INC
NewVIPER ENERGY INC
Shares4.9K
Event2026-03-31
Filed2026-05-05
SPYV
-1.42%SPDR SERIES TRUST
Shares4.0K
Event2026-03-31
Filed2026-05-05
MGNR
NewAMERICAN BEACON SELECT FUNDS
Shares4.3K
Event2026-03-31
Filed2026-05-05
IHI
-40.43%ISHARES TR
Shares4.2K
Event2026-03-31
Filed2026-05-05
HEWJ
-0.45%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-05-05
ABFL
-24.09%ABACUS FCF ETF TR
Shares3.1K
Event2026-03-31
Filed2026-05-05
PBDC
-2.07%PUTNAM ETF TRUST
Shares7.9K
Event2026-03-31
Filed2026-05-05
FIDU
-0.55%FIDELITY COVINGTON TRUST
Shares2.5K
Event2026-03-31
Filed2026-05-05
SLVR
-64.28%SPROTT FDS TR
Shares3.7K
Event2026-03-31
Filed2026-05-05
TIP
0.00%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-05
SIRIUSXM HOLDINGS INC
NewSIRIUSXM HOLDINGS INC
Shares9.4K
Event2026-03-31
Filed2026-05-05
XLY
0.05%SELECT SECTOR SPDR TR
Shares2.0K
Event2026-03-31
Filed2026-05-05
AXP
-3.84%AMERICAN EXPRESS CO
Shares701
Event2026-03-31
Filed2026-05-05
ELAN
NewELANCO ANIMAL HEALTH INC
Shares8.8K
Event2026-03-31
Filed2026-05-05
EMO
NewCLEARBRIDGE ENERGY MIDSTREAM
Shares4.0K
Event2026-03-31
Filed2026-05-05
FBTC
-9.55%FIDELITY WISE ORIGIN BITCOIN
Shares3.5K
Event2026-03-31
Filed2026-05-05
FRDM
NewEA SERIES TRUST
Shares3.8K
Event2026-03-31
Filed2026-05-05
ULS
NewUL SOLUTIONS INC
Shares2.4K
Event2026-03-31
Filed2026-05-05
CWS
-14.45%ADVISORSHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-05
PSFF
-30.51%PACER FDS TR
Shares6.3K
Event2026-03-31
Filed2026-05-05
SBUX
NewSTARBUCKS CORP
Shares2.3K
Event2026-03-31
Filed2026-05-05
SLVP
-18.03%ISHARES INC
Shares5.7K
Event2026-03-31
Filed2026-05-05
IVLU
NewISHARES TR
Shares5.1K
Event2026-03-31
Filed2026-05-05
NEA
5.78%NUVEEN AMT FREE QLTY MUN INC
Shares17.9K
Event2026-03-31
Filed2026-05-05
NIE
-6.99%VIRTUS EQUITY & CONV INCM FD
Shares8.6K
Event2026-03-31
Filed2026-05-05
EXG
20.40%EATON VANCE TAX-MANAGED GLOB
Shares22.1K
Event2026-03-31
Filed2026-05-05
WIW
1.44%WESTERN AST INFL LKD OPP & I
Shares21.2K
Event2026-03-31
Filed2026-05-05
HGLB
-6.29%HIGHLAND GLOBAL ALLOCATION F
Shares21.4K
Event2026-03-31
Filed2026-05-05
BCX
NewBLACKROCK RES & COMMODITIES
Shares13.7K
Event2026-03-31
Filed2026-05-05
DLY
2.15%DOUBLELINE YIELD OPPORTUNITI
Shares11.8K
Event2026-03-31
Filed2026-05-05
BFLY
17.39%BUTTERFLY NETWORK INC
Shares40.5K
Event2026-03-31
Filed2026-05-05
GAB
1.04%GABELLI EQUITY TR INC
Shares26.9K
Event2026-03-31
Filed2026-05-05
HIO
2.47%WESTERN ASSET HIGH INCOME OP
Shares40.7K
Event2026-03-31
Filed2026-05-05
AOD
9.17%ABRDN TOTAL DYNAMIC DIVIDEND
Shares15.2K
Event2026-03-31
Filed2026-05-05
NMT
0.67%NUVEEN MASS QUALITY MUN INC
Shares10.5K
Event2026-03-31
Filed2026-05-05
IBRX
NewIMMUNITYBIO INC
Shares15.0K
Event2026-03-31
Filed2026-05-05
BGY
1.28%BLACKROCK ENHANCED INTL DIV
Shares19.2K
Event2026-03-31
Filed2026-05-05
ZTR
NewVIRTUS TOTAL RETURN FD INC
Shares13.6K
Event2026-03-31
Filed2026-05-05
SJT
0.00%SAN JUAN BASIN RTY TR
Shares15.7K
Event2026-03-31
Filed2026-05-05
TPVG
NewTRIPLEPOINT VENTURE GROWTH B
Shares12.2K
Event2026-03-31
Filed2026-05-05
SANA
0.00%SANA BIOTECHNOLOGY INC
Shares15.8K
Event2026-03-31
Filed2026-05-05
NKTX
NewNKARTA INC
Shares16.0K
Event2026-03-31
Filed2026-05-05
PACB
0.00%PACIFIC BIOSCIENCES CALIF IN
Shares22.0K
Event2026-03-31
Filed2026-05-05
DHY
2.42%CREDIT SUISSE HIGH YIELD CRE
Shares13.1K
Event2026-03-31
Filed2026-05-05
IAUX
0.00%I-80 GOLD CORP
Shares15.0K
Event2026-03-31
Filed2026-05-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available