Sponsored

The Analysis of Bellwether Advisors, LLC's Holdings & P&L

Currently, Bellwether Advisors, LLC holds 159 types of securities in its portfolio with a total value $590.2M. In the most recent quarter, they have increased their positions in XLB (+682.5K shares, valued at $34.1M), XLF (+610.6K shares, valued at $30.1M), GLD (+27.1K shares, valued at $11.7M); decreased their positions in XLC (-298.5K shares, valued at $33.1M), XLY (-253.6K shares, valued at $27.6M), XLK (-152.2K shares, valued at $20.2M); initiated new positions in XLB (+682.5K shares, valued at $34.1M), GLD (+27.1K shares, valued at $11.7M), XLP (+104.3K shares, valued at $8.5M).

1M P&L

+10.3M+1.66%

3M P&L

+24.8M+4.09%

HY P&L

+53.1M+9.19%

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/A484.1M

82.4%

2Software - Infrastructure14.8M

2.5%

3Drug Manufacturers - General7.5M

1.3%

Top Industries by Stock Count

1N/A75 stocks

59.5%

2Software - Infrastructure3 stocks

2.4%

3Medical Devices2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XLK SELECT SECTOR SPDR TR336.1K shares-31.17%2026-03-312026-05-12

IVV ISHARES TR57.0K shares-0.31%2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR230.2K shares-22.65%2026-03-312026-05-12

XLB SELECT SECTOR SPDR TR682.5K sharesnew addition2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR639.5K shares2112.11%2026-03-312026-05-12

XLY SELECT SECTOR SPDR TR190.9K shares-57.06%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL30.3K shares-5.78%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR94.6K shares-12.00%2026-03-312026-05-12

Sponsored

PJAN INNOVATOR ETFS TRUST282.4K shares-3.49%2026-03-312026-05-12

XLC SELECT SECTOR SPDR TR109.0K shares-73.25%2026-03-312026-05-12

GLD SPDR GOLD TR27.1K sharesnew addition2026-03-312026-05-12

BROADCOM INC BROADCOM INC35.8K shares-20.32%2026-03-312026-05-12

PDEC INNOVATOR ETFS TRUST240.9K shares-3.18%2026-03-312026-05-12

USMV ISHARES TR103.6K shares-0.58%2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR104.3K sharesnew addition2026-03-312026-05-12

WDC WESTERN DIGITAL CORP31.4K shares77.13%2026-03-312026-05-12

Sponsored

PAPR INNOVATOR ETFS TRUST211.4K shares0.99%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR79.8K sharesnew addition2026-03-312026-05-12

ABBV ABBVIE INC31.6K shares39.13%2026-03-312026-05-12

IJH ISHARES TR96.8K shares3.78%2026-03-312026-05-12

IXN ISHARES TR64.5K shares0.39%2026-03-312026-05-12

IJR ISHARES TR47.0K shares4.39%2026-03-312026-05-12

FSTA FIDELITY COVINGTON TRUST110.8K sharesnew addition2026-03-312026-05-12

PMAR INNOVATOR ETFS TRUST129.8K shares24.72%2026-03-312026-05-12

Sponsored

PNOV INNOVATOR ETFS TRUST134.8K shares-0.27%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T8.4K shares0.02%2026-03-312026-05-12

PSEP INNOVATOR ETFS TRUST126.4K shares-1.49%2026-03-312026-05-12

FIX COMFORT SYS USA INC3.7K sharesnew addition2026-03-312026-05-12

PJUN INNOVATOR ETFS TRUST115.3K shares-0.07%2026-03-312026-05-12

CAT CATERPILLAR INC6.7K shares-6.22%2026-03-312026-05-12

SATS ECHOSTAR CORP38.4K shares16.08%2026-03-312026-05-12

MTUM ISHARES TR18.6K shares0.46%2026-03-312026-05-12

Sponsored

DOW DOW HLDGS INC106.9K sharesnew addition2026-03-312026-05-12

L LOEWS CORP41.3K sharesnew addition2026-03-312026-05-12

URI UNITED RENTALS INC5.8K shares0.00%2026-03-312026-05-12

CINF CINCINNATI FINL CORP26.0K sharesnew addition2026-03-312026-05-12

ALPHABET INC ALPHABET INC14.2K shares-16.31%2026-03-312026-05-12

CFG CITIZENS FINL GROUP INC66.8K sharesnew addition2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC4.5K sharesnew addition2026-03-312026-05-12

BJUL INNOVATOR ETFS TRUST75.5K shares0.00%2026-03-312026-05-12

Sponsored

HBAN HUNTINGTON BANCSHARES INC231.1K sharesnew addition2026-03-312026-05-12

PAUG INNOVATOR ETFS TRUST84.5K shares-0.45%2026-03-312026-05-12

MSFT MICROSOFT CORP9.7K shares-4.67%2026-03-312026-05-12

EME EMCOR GROUP INC4.9K shares55.48%2026-03-312026-05-12

IXUS ISHARES TR39.3K shares3.54%2026-03-312026-05-12

BFEB INNOVATOR ETFS TRUST68.1K shares-0.15%2026-03-312026-05-12

PFEB INNOVATOR ETFS TRUST80.9K shares51.01%2026-03-312026-05-12

NVDA NVIDIA CORPORATION18.0K shares-52.68%2026-03-312026-05-12

Sponsored

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC31.7K sharesnew addition2026-03-312026-05-12

STLD STEEL DYNAMICS INC16.9K sharesnew addition2026-03-312026-05-12

NUE NUCOR CORP17.8K sharesnew addition2026-03-312026-05-12

SCCO SOUTHERN COPPER CORP16.4K sharesnew addition2026-03-312026-05-12

RS RELIANCE INC9.0K sharesnew addition2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR59.1K sharesnew addition2026-03-312026-05-12

AAPL APPLE INC10.4K shares-3.85%2026-03-312026-05-12

IP INTERNATIONAL PAPER CO73.2K sharesnew addition2026-03-312026-05-12

Sponsored

DE DEERE & CO4.6K sharesnew addition2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC16.5K shares-67.15%2026-03-312026-05-12

POCT INNOVATOR ETFS TRUST55.1K shares20.91%2026-03-312026-05-12

HWM HOWMET AEROSPACE INC9.7K sharesnew addition2026-03-312026-05-12

ABT ABBOTT LABORATORIES21.0K shares-0.07%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC6.2K sharesnew addition2026-03-312026-05-12

IVW ISHARES TR19.0K shares-0.78%2026-03-312026-05-12

PJUL INNOVATOR ETFS TRUST46.3K shares-16.28%2026-03-312026-05-12

Sponsored

XLE SELECT SECTOR SPDR TR34.6K sharesnew addition2026-03-312026-05-12

CAH CARDINAL HEALTH INC9.9K sharesnew addition2026-03-312026-05-12

BJAN INNOVATOR ETFS TRUST38.5K shares-0.00%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE7.0K sharesnew addition2026-03-312026-05-12

IBB ISHARES TR11.6K shares-0.30%2026-03-312026-05-12

HCA HCA HEALTHCARE INC4.0K shares-13.11%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO31.1K sharesnew addition2026-03-312026-05-12

WMT WALMART INC14.9K shares272.52%2026-03-312026-05-12

Sponsored

FUTY FIDELITY COVINGTON TRUST30.5K sharesnew addition2026-03-312026-05-12

AGG ISHARES TR17.8K shares-1.02%2026-03-312026-05-12

VIK VIKING HOLDINGS LTD23.5K shares-70.82%2026-03-312026-05-12

FENY FIDELITY COVINGTON TRUST50.7K sharesnew addition2026-03-312026-05-12

LLY ELI LILLY & CO1.9K shares-12.77%2026-03-312026-05-12

PH PARKER-HANNIFIN CORP1.9K sharesnew addition2026-03-312026-05-12

TER TERADYNE INC5.6K sharesnew addition2026-03-312026-05-12

CMI CUMMINS INC3.1K sharesnew addition2026-03-312026-05-12

Sponsored

MU MICRON TECHNOLOGY INC4.9K sharesnew addition2026-03-312026-05-12

EFAV ISHARES TR17.6K shares-1.86%2026-03-312026-05-12

DLTR DOLLAR TREE INC14.6K shares-35.76%2026-03-312026-05-12

CASY CASEYS GEN STORES INC2.1K sharesnew addition2026-03-312026-05-12

MPWR MONOLITHIC PWR SYS INC1.4K sharesnew addition2026-03-312026-05-12

USIG ISHARES TR29.9K shares-2.79%2026-03-312026-05-12

INTC INTEL CORP34.3K sharesnew addition2026-03-312026-05-12

GWW WW GRAINGER INC1.3K shares220.05%2026-03-312026-05-12

Sponsored

ON ON SEMICONDUCTOR CORP23.2K sharesnew addition2026-03-312026-05-12

DG DOLLAR GEN CORP12.0K sharesnew addition2026-03-312026-05-12

ISTB ISHARES TR28.8K shares-0.62%2026-03-312026-05-12

LUV SOUTHWEST AIRLS CO36.1K sharesnew addition2026-03-312026-05-12

TPR TAPESTRY INC9.2K sharesnew addition2026-03-312026-05-12

DRI DARDEN RESTAURANTS INC6.5K sharesnew addition2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F19.4K shares0.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.4K shares-4.30%2026-03-312026-05-12

Sponsored

DBEF DBX ETF TR18.8K shares0.00%2026-03-312026-05-12

ACWV ISHARES INC7.8K shares-1.31%2026-03-312026-05-12

BDEC INNOVATOR ETFS TRUST17.9K shares0.00%2026-03-312026-05-12

IYH ISHARES TR13.2K shares0.00%2026-03-312026-05-12

ACWI ISHARES TR5.7K shares-1.88%2026-03-312026-05-12

PMAY INNOVATOR ETFS TRUST19.1K shares-0.81%2026-03-312026-05-12

LRGF ISHARES TR11.2K shares-3.67%2026-03-312026-05-12

EEMV ISHARES INC11.0K shares-1.29%2026-03-312026-05-12

Sponsored

FLOT ISHARES TR13.7K shares-2.16%2026-03-312026-05-12

ORCL ORACLE CORP4.3K shares-8.73%2026-03-312026-05-12

AMZN AMAZON COM INC3.0K shares-8.48%2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO1.8K shares-4.05%2026-03-312026-05-12

IVE ISHARES TR2.7K shares-1.38%2026-03-312026-05-12

BMAR INNOVATOR ETFS TRUST10.7K shares0.00%2026-03-312026-05-12

EFA ISHARES TR5.6K sharesnew addition2026-03-312026-05-12

IYK ISHARES TR7.5K shares0.00%2026-03-312026-05-12

Sponsored

IEFA ISHARES TR5.6K shares68.26%2026-03-312026-05-12

FAST FASTENAL CO10.8K shares-9.17%2026-03-312026-05-12

BSEP INNOVATOR ETFS TRUST10.3K shares0.00%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-03-312026-05-12

BUFF INNOVATOR ETFS TRUST8.4K shares0.00%2026-03-312026-05-12

T AT&T INC14.3K shares0.00%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS660 shares0.61%2026-03-312026-05-12

BOCT INNOVATOR ETFS TRUST8.1K shares0.00%2026-03-312026-05-12

Sponsored

META META PLATFORMS INC676 shares-26.20%2026-03-312026-05-12

XOM EXXON MOBIL CORP2.3K sharesnew addition2026-03-312026-05-12

EMB ISHARES TR4.0K shares0.30%2026-03-312026-05-12

WERN WERNER ENTERPRISES INC12.4K shares0.00%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO1.2K shares0.00%2026-03-312026-05-12

IJJ ISHARES TR2.5K shares-1.56%2026-03-312026-05-12

HD HOME DEPOT INC988 shares0.00%2026-03-312026-05-12

AOA ISHARES TR3.6K shares-9.00%2026-03-312026-05-12

Sponsored

UNP UNION PAC CORP1.3K shares-1.86%2026-03-312026-05-12

ESGU ISHARES TR2.2K shares0.00%2026-03-312026-05-12

AOR ISHARES TR4.8K shares2.93%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP514 shares-9.51%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC863 shares-10.20%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR9.5K shares0.00%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO954 shares-5.45%2026-03-312026-05-12

IUSB ISHARES TR6.2K shares0.92%2026-03-312026-05-12

Sponsored

COP CONOCOPHILLIPS2.1K shares-6.62%2026-03-312026-05-12

EEM ISHARES TR4.7K sharesnew addition2026-03-312026-05-12

BAPR INNOVATOR ETFS TRUST5.2K shares-2.66%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR10.2K shares0.00%2026-03-312026-05-12

V VISA INC824 shares-16.60%2026-03-312026-05-12

SGOV ISHARES TR2.4K sharesnew addition2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2026-03-312026-05-12

GOVT ISHARES TR10.5K shares-1.06%2026-03-312026-05-12

Sponsored

DFUV DIMENSIONAL ETF TRUST4.9K shares0.00%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC242 shares7.56%2026-03-312026-05-12

CME CME GROUP INC787 shares0.00%2026-03-312026-05-12

FXO FIRST TR EXCHANGE-TRADED FD4.1K shares0.00%2026-03-312026-05-12

FSK FS KKR CAP CORP21.9K shares-0.30%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP2.4K shares-4.97%2026-03-312026-05-12

VV VANGUARD INDEX FDS745 shares-1.59%2026-03-312026-05-12

UAL UNITED AIRLS HLDGS INC2.4K shares-0.12%2026-03-312026-05-12

Sponsored

TSLA TESLA INC590 shares-90.50%2026-03-312026-05-12

FXR FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR7.3K shares0.00%2026-03-312026-05-12

ITA ISHARES TR935 sharesnew addition2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION205 sharesnew addition2026-03-312026-05-12

HYG ISHARES TR2.5K shares-0.43%2026-03-312026-05-12

MVIS MICROVISION INC DEL10.0K shares0.00%2026-03-312026-05-12

XLK

SELECT SECTOR SPDR TR

-31.17%

Shares336.1K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-0.31%

Shares57.0K

Event2026-03-31

Filed2026-05-12

XLI

SELECT SECTOR SPDR TR

-22.65%

Shares230.2K

Event2026-03-31

Filed2026-05-12

XLB

SELECT SECTOR SPDR TR

New

Shares682.5K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

2112.11%

Shares639.5K

Event2026-03-31

Filed2026-05-12

XLY

SELECT SECTOR SPDR TR

-57.06%

Shares190.9K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-5.78%

Shares30.3K

Event2026-03-31

Filed2026-05-12

XLV

SELECT SECTOR SPDR TR

-12.00%

Shares94.6K

Event2026-03-31

Filed2026-05-12

PJAN

INNOVATOR ETFS TRUST

-3.49%

Shares282.4K

Event2026-03-31

Filed2026-05-12

XLC

SELECT SECTOR SPDR TR

-73.25%

Shares109.0K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

New

Shares27.1K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-20.32%

Shares35.8K

Event2026-03-31

Filed2026-05-12

PDEC

INNOVATOR ETFS TRUST

-3.18%

Shares240.9K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

-0.58%

Shares103.6K

Event2026-03-31

Filed2026-05-12

XLP

SELECT SECTOR SPDR TR

New

Shares104.3K

Event2026-03-31

Filed2026-05-12

WDC

WESTERN DIGITAL CORP

77.13%

Shares31.4K

Event2026-03-31

Filed2026-05-12

PAPR

INNOVATOR ETFS TRUST

0.99%

Shares211.4K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

New

Shares79.8K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

39.13%

Shares31.6K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

3.78%

Shares96.8K

Event2026-03-31

Filed2026-05-12

IXN

ISHARES TR

0.39%

Shares64.5K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

4.39%

Shares47.0K

Event2026-03-31

Filed2026-05-12

FSTA

FIDELITY COVINGTON TRUST

New

Shares110.8K

Event2026-03-31

Filed2026-05-12

PMAR

INNOVATOR ETFS TRUST

24.72%

Shares129.8K

Event2026-03-31

Filed2026-05-12

PNOV

INNOVATOR ETFS TRUST

-0.27%

Shares134.8K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

0.02%

Shares8.4K

Event2026-03-31

Filed2026-05-12

PSEP

INNOVATOR ETFS TRUST

-1.49%

Shares126.4K

Event2026-03-31

Filed2026-05-12

FIX

COMFORT SYS USA INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-12

PJUN

INNOVATOR ETFS TRUST

-0.07%

Shares115.3K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-6.22%

Shares6.7K

Event2026-03-31

Filed2026-05-12

SATS

ECHOSTAR CORP

16.08%

Shares38.4K

Event2026-03-31

Filed2026-05-12

MTUM

ISHARES TR

0.46%

Shares18.6K

Event2026-03-31

Filed2026-05-12

DOW

DOW HLDGS INC

New

Shares106.9K

Event2026-03-31

Filed2026-05-12

LOEWS CORP

New

Shares41.3K

Event2026-03-31

Filed2026-05-12

URI

UNITED RENTALS INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-12

CINF

CINCINNATI FINL CORP

New

Shares26.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-16.31%

Shares14.2K

Event2026-03-31

Filed2026-05-12

CFG

CITIZENS FINL GROUP INC

New

Shares66.8K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-12

BJUL

INNOVATOR ETFS TRUST

0.00%

Shares75.5K

Event2026-03-31

Filed2026-05-12

HBAN

HUNTINGTON BANCSHARES INC

New

Shares231.1K

Event2026-03-31

Filed2026-05-12

PAUG

INNOVATOR ETFS TRUST

-0.45%

Shares84.5K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-4.67%

Shares9.7K

Event2026-03-31

Filed2026-05-12

EME

EMCOR GROUP INC

55.48%

Shares4.9K

Event2026-03-31

Filed2026-05-12

IXUS

ISHARES TR

3.54%

Shares39.3K

Event2026-03-31

Filed2026-05-12

BFEB

INNOVATOR ETFS TRUST

-0.15%

Shares68.1K

Event2026-03-31

Filed2026-05-12

PFEB

INNOVATOR ETFS TRUST

51.01%

Shares80.9K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-52.68%

Shares18.0K

Event2026-03-31

Filed2026-05-12

ANGLOGOLD ASHANTI PLC

New

Shares31.7K

Event2026-03-31

Filed2026-05-12

STLD

STEEL DYNAMICS INC

New

Shares16.9K

Event2026-03-31

Filed2026-05-12

NUE

NUCOR CORP

New

Shares17.8K

Event2026-03-31

Filed2026-05-12

SCCO

SOUTHERN COPPER CORP

New

Shares16.4K

Event2026-03-31

Filed2026-05-12

RELIANCE INC

New

Shares9.0K

Event2026-03-31

Filed2026-05-12

XLU

SELECT SECTOR SPDR TR

New

Shares59.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-3.85%

Shares10.4K

Event2026-03-31

Filed2026-05-12

INTERNATIONAL PAPER CO

New

Shares73.2K

Event2026-03-31

Filed2026-05-12

DEERE & CO

New

Shares4.6K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

-67.15%

Shares16.5K

Event2026-03-31

Filed2026-05-12

POCT

INNOVATOR ETFS TRUST

20.91%

Shares55.1K

Event2026-03-31

Filed2026-05-12

HWM

HOWMET AEROSPACE INC

New

Shares9.7K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

-0.07%

Shares21.0K

Event2026-03-31

Filed2026-05-12

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares6.2K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

-0.78%

Shares19.0K

Event2026-03-31

Filed2026-05-12

PJUL

INNOVATOR ETFS TRUST

-16.28%

Shares46.3K

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

New

Shares34.6K

Event2026-03-31

Filed2026-05-12

CAH

CARDINAL HEALTH INC

New

Shares9.9K

Event2026-03-31

Filed2026-05-12

BJAN

INNOVATOR ETFS TRUST

-0.00%

Shares38.5K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

New

Shares7.0K

Event2026-03-31

Filed2026-05-12

IBB

ISHARES TR

-0.30%

Shares11.6K

Event2026-03-31

Filed2026-05-12

HCA

HCA HEALTHCARE INC

-13.11%

Shares4.0K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares31.1K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

272.52%

Shares14.9K

Event2026-03-31

Filed2026-05-12

FUTY

FIDELITY COVINGTON TRUST

New

Shares30.5K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

-1.02%

Shares17.8K

Event2026-03-31

Filed2026-05-12

VIK

VIKING HOLDINGS LTD

-70.82%

Shares23.5K

Event2026-03-31

Filed2026-05-12

FENY

FIDELITY COVINGTON TRUST

New

Shares50.7K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-12.77%

Shares1.9K

Event2026-03-31

Filed2026-05-12

PARKER-HANNIFIN CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

TER

TERADYNE INC

New

Shares5.6K

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

New

Shares4.9K

Event2026-03-31

Filed2026-05-12

EFAV

ISHARES TR

-1.86%

Shares17.6K

Event2026-03-31

Filed2026-05-12

DLTR

DOLLAR TREE INC

-35.76%

Shares14.6K

Event2026-03-31

Filed2026-05-12

CASY

CASEYS GEN STORES INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-12

MPWR

MONOLITHIC PWR SYS INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-12

USIG

ISHARES TR

-2.79%

Shares29.9K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

New

Shares34.3K

Event2026-03-31

Filed2026-05-12

GWW

WW GRAINGER INC

220.05%

Shares1.3K

Event2026-03-31

Filed2026-05-12

ON SEMICONDUCTOR CORP

New

Shares23.2K

Event2026-03-31

Filed2026-05-12

DOLLAR GEN CORP

New

Shares12.0K

Event2026-03-31

Filed2026-05-12

ISTB

ISHARES TR

-0.62%

Shares28.8K

Event2026-03-31

Filed2026-05-12

LUV

SOUTHWEST AIRLS CO

New

Shares36.1K

Event2026-03-31

Filed2026-05-12

TPR

TAPESTRY INC

New

Shares9.2K

Event2026-03-31

Filed2026-05-12

DRI

DARDEN RESTAURANTS INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-12

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares19.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-4.30%

Shares3.4K

Event2026-03-31

Filed2026-05-12

DBEF

DBX ETF TR

0.00%

Shares18.8K

Event2026-03-31

Filed2026-05-12

ACWV

ISHARES INC

-1.31%

Shares7.8K

Event2026-03-31

Filed2026-05-12

BDEC

INNOVATOR ETFS TRUST

0.00%

Shares17.9K

Event2026-03-31

Filed2026-05-12

IYH

ISHARES TR

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-12

ACWI

ISHARES TR

-1.88%

Shares5.7K

Event2026-03-31

Filed2026-05-12

PMAY

INNOVATOR ETFS TRUST

-0.81%

Shares19.1K

Event2026-03-31

Filed2026-05-12

LRGF

ISHARES TR

-3.67%

Shares11.2K

Event2026-03-31

Filed2026-05-12

EEMV

ISHARES INC

-1.29%

Shares11.0K

Event2026-03-31

Filed2026-05-12

FLOT

ISHARES TR

-2.16%

Shares13.7K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

-8.73%

Shares4.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-8.48%

Shares3.0K

Event2026-03-31

Filed2026-05-12

SHW

SHERWIN WILLIAMS CO

-4.05%

Shares1.8K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

-1.38%

Shares2.7K

Event2026-03-31

Filed2026-05-12

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

New

Shares5.6K

Event2026-03-31

Filed2026-05-12

IYK

ISHARES TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

68.26%

Shares5.6K

Event2026-03-31

Filed2026-05-12

FAST

FASTENAL CO

-9.17%

Shares10.8K

Event2026-03-31

Filed2026-05-12

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

New

Shares2.5K

Event2026-03-31

Filed2026-05-12

BUFF

INNOVATOR ETFS TRUST

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-12

AT&T INC

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.61%

Shares660

Event2026-03-31

Filed2026-05-12

BOCT

INNOVATOR ETFS TRUST

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-12