The Analysis of BENJAMIN EDWARDS INC's Holdings & P&L


Currently, BENJAMIN EDWARDS INC holds 1350 types of securities in its portfolio with a total value $10.1B. In the most recent quarter, they have increased their positions in CGXU (+4.0M shares, valued at $117.8M), CGUS (+2.0M shares, valued at $77.7M), CGGR (+1.9M shares, valued at $75.8M); decreased their positions in N/A (-307.9K shares, valued at $37.0M), MDYG (-276.2K shares, valued at $26.5M), REGL (-299.0K shares, valued at $25.8M); initiated new positions in AVLV (+648.0K shares, valued at $52.2M), GQGU (+1.9M shares, valued at $51.9M), N/A (+2.0M shares, valued at $49.5M).


1M P&L
+133.8M+1.56%
3M P&L
-2.5M-0.03%
HY P&L
+456.3M+5.54%

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/A3.7B
44.5%
2Semiconductors286.1M
3.4%
3Consumer Electronics264.2M
3.2%

Top Industries by Stock Count

1N/A555 stocks
45.1%
2Software - Application31 stocks
2.5%
3Banks - Regional27 stocks
2.2%
Stock Holdings
AAPL
APPLE INC
-0.70%
Shares957.2K
Event2026-03-31
Filed2026-05-12
SPDW
SPDR INDEX SHS FDS
-3.70%
Shares3.9M
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
2.99%
Shares405.6K
Event2026-03-31
Filed2026-05-12
SPMB
SPDR SERIES TRUST
5.02%
Shares6.4M
Event2026-03-31
Filed2026-05-12
SPYG
SPDR SERIES TRUST
2.48%
Shares1.4M
Event2026-03-31
Filed2026-05-12
IUSV
ISHARES TR
14.36%
Shares1.3M
Event2026-03-31
Filed2026-05-12
IUSG
ISHARES TR
10.55%
Shares787.3K
Event2026-03-31
Filed2026-05-12
CGXU
CAPITAL GROUP INTL FOCUS EQT
5041.70%
Shares4.1M
Event2026-03-31
Filed2026-05-12
SPYV
SPDR SERIES TRUST
30.00%
Shares2.0M
Event2026-03-31
Filed2026-05-12
NVDA
NVIDIA CORPORATION
0.47%
Shares639.6K
Event2026-03-31
Filed2026-05-12
CGGR
CAPITAL GROUP GROWTH ETF
251.95%
Shares2.6M
Event2026-03-31
Filed2026-05-12
CGUS
CAPITAL GROUP CORE EQUITY ET
276.47%
Shares2.8M
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL CORP
-4.71%
Shares585.0K
Event2026-03-31
Filed2026-05-12
CASY
CASEYS GEN STORES INC
-3.49%
Shares126.1K
Event2026-03-31
Filed2026-05-12
APH
AMPHENOL CORP
0.50%
Shares701.1K
Event2026-03-31
Filed2026-05-12
SCHF
SCHWAB STRATEGIC TR
-15.04%
Shares3.6M
Event2026-03-31
Filed2026-05-12
COST
COSTCO WHOLESALE CORPORATION
-2.37%
Shares86.0K
Event2026-03-31
Filed2026-05-12
WMT
WALMART INC
-0.39%
Shares668.7K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
5.15%
Shares261.7K
Event2026-03-31
Filed2026-05-12
VCIT
VANGUARD SCOTTSDALE FDS
11.04%
Shares949.3K
Event2026-03-31
Filed2026-05-12
CGCB
CAPITAL GRP FIXED INCM ETF T
1428.06%
Shares2.9M
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC
-0.48%
Shares338.9K
Event2026-03-31
Filed2026-05-12
GLDM
WORLD GOLD TR
-20.63%
Shares788.8K
Event2026-03-31
Filed2026-05-12
CGCP
CAPITAL GRP FIXED INCM ETF T
563.71%
Shares3.2M
Event2026-03-31
Filed2026-05-12
MCD
MCDONALDS CORP
-3.78%
Shares222.0K
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-2.45%
Shares584.5K
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC
0.30%
Shares199.0K
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON COM INC
1.27%
Shares302.4K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
5.36%
Shares218.5K
Event2026-03-31
Filed2026-05-12
ATO
ATMOS ENERGY CORP
-3.67%
Shares339.3K
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS INC
-0.65%
Shares1.2M
Event2026-03-31
Filed2026-05-12
VCSH
VANGUARD SCOTTSDALE FDS
13.52%
Shares777.7K
Event2026-03-31
Filed2026-05-12
SNA
SNAP ON INC
-4.69%
Shares167.7K
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD INCORPORATED
-1.34%
Shares121.2K
Event2026-03-31
Filed2026-05-12
CTVA
CORTEVA INC
-2.80%
Shares701.5K
Event2026-03-31
Filed2026-05-12
TXN
TEXAS INSTRS INC
-0.98%
Shares289.0K
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE CO
1.37%
Shares382.5K
Event2026-03-31
Filed2026-05-12
RSG
REPUBLIC SVCS INC
-4.15%
Shares247.1K
Event2026-03-31
Filed2026-05-12
BINV
2023 ETF SERIES TRUST
67.15%
Shares1.3M
Event2026-03-31
Filed2026-05-12
AVLV
AMERICAN CENTY ETF TR
New
Shares648.0K
Event2026-03-31
Filed2026-05-12
GQGU
ADVISORS INNER CIRCLE FD III
New
Shares1.9M
Event2026-03-31
Filed2026-05-12
WSO
WATSCO INC
-2.23%
Shares141.9K
Event2026-03-31
Filed2026-05-12
IGSB
ISHARES TR
82.49%
Shares982.2K
Event2026-03-31
Filed2026-05-12
SYK
STRYKER CORPORATION
-2.19%
Shares156.9K
Event2026-03-31
Filed2026-05-12
TBIL
RBB FD INC
-0.97%
Shares1.0M
Event2026-03-31
Filed2026-05-12
TLH
ISHARES TR
-17.34%
Shares506.3K
Event2026-03-31
Filed2026-05-12
CAPITAL GRP FIXED INCM ETF T
CAPITAL GRP FIXED INCM ETF T
New
Shares2.0M
Event2026-03-31
Filed2026-05-12
CME
CME GROUP INC
28.44%
Shares164.0K
Event2026-03-31
Filed2026-05-12
TMUS
T-MOBILE US INC
1.95%
Shares223.1K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE & CO
5.20%
Shares158.2K
Event2026-03-31
Filed2026-05-12
CGDV
CAPITAL GROUP DIVIDEND VALUE
8.50%
Shares1.1M
Event2026-03-31
Filed2026-05-12
ADP
AUTOMATIC DATA PROCESSING IN
-1.38%
Shares226.8K
Event2026-03-31
Filed2026-05-12
SCHH
SCHWAB STRATEGIC TR
15.95%
Shares2.1M
Event2026-03-31
Filed2026-05-12
SPY
STATE STR SPDR S&P 500 ETF T
1.49%
Shares67.0K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
4.07%
Shares214.3K
Event2026-03-31
Filed2026-05-12
CGNG
CAPITAL GROUP NEW GEOGRAPHY
360.08%
Shares1.3M
Event2026-03-31
Filed2026-05-12
QCOM
QUALCOMM INC
-0.64%
Shares328.7K
Event2026-03-31
Filed2026-05-12
AWK
AMERICAN WTR WKS CO INC NEW
-2.99%
Shares309.6K
Event2026-03-31
Filed2026-05-12
CGSD
CAPITAL GRP FIXED INCM ETF T
665.33%
Shares1.6M
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS INC
10.65%
Shares72.5K
Event2026-03-31
Filed2026-05-12
GLD
SPDR GOLD TR
4.41%
Shares94.3K
Event2026-03-31
Filed2026-05-12
SHW
SHERWIN WILLIAMS CO
-3.75%
Shares126.4K
Event2026-03-31
Filed2026-05-12
IEI
ISHARES TR
3.94%
Shares341.4K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
1.85%
Shares140.3K
Event2026-03-31
Filed2026-05-12
FLCG
FEDERATED HERMES ETF TRUST
128.83%
Shares1.3M
Event2026-03-31
Filed2026-05-12
ITW
ILLINOIS TOOL WKS INC
-19.88%
Shares153.2K
Event2026-03-31
Filed2026-05-12
EOG
EOG RES INC
-2.33%
Shares274.1K
Event2026-03-31
Filed2026-05-12
CGGE
CAPITAL GROUP GLOBAL EQUITY
109.69%
Shares1.3M
Event2026-03-31
Filed2026-05-12
MSI
MOTOROLA SOLUTIONS INC
-2.65%
Shares90.5K
Event2026-03-31
Filed2026-05-12
SPGI
S&P GLOBAL INC
-3.23%
Shares91.9K
Event2026-03-31
Filed2026-05-12
THOMSON REUTERS CORP
THOMSON REUTERS CORP
48.12%
Shares432.0K
Event2026-03-31
Filed2026-05-12
NDAQ
NASDAQ INC
-3.96%
Shares456.1K
Event2026-03-31
Filed2026-05-12
VOE
VANGUARD INDEX FDS
4.51%
Shares209.0K
Event2026-03-31
Filed2026-05-12
ECL
ECOLAB INC
407.90%
Shares142.8K
Event2026-03-31
Filed2026-05-12
VCLT
VANGUARD SCOTTSDALE FDS
8.79%
Shares507.4K
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABORATORIES
0.90%
Shares358.6K
Event2026-03-31
Filed2026-05-12
HYBB
ISHARES TR
-26.83%
Shares791.2K
Event2026-03-31
Filed2026-05-12
FTRB
FEDERATED HERMES ETF TRUST
New
Shares1.5M
Event2026-03-31
Filed2026-05-12
IEUR
ISHARES TR
-2.67%
Shares520.7K
Event2026-03-31
Filed2026-05-12
V
VISA INC
3.47%
Shares121.0K
Event2026-03-31
Filed2026-05-12
VEA
VANGUARD TAX-MANAGED FDS
-7.87%
Shares570.0K
Event2026-03-31
Filed2026-05-12
FIXT
TCW ETF TRUST
1.60%
Shares962.9K
Event2026-03-31
Filed2026-05-12
FAST
FASTENAL CO
-21.94%
Shares783.4K
Event2026-03-31
Filed2026-05-12
VRSK
VERISK ANALYTICS INC
36.56%
Shares191.6K
Event2026-03-31
Filed2026-05-12
TSCO
TRACTOR SUPPLY CO
-3.29%
Shares795.9K
Event2026-03-31
Filed2026-05-12
NEE
NEXTERA ENERGY INC
1.51%
Shares386.8K
Event2026-03-31
Filed2026-05-12
MORGAN STANLEY ETF TRUST
MORGAN STANLEY ETF TRUST
New
Shares713.8K
Event2026-03-31
Filed2026-05-12
SPHY
SPDR SERIES TRUST
26.44%
Shares1.5M
Event2026-03-31
Filed2026-05-12
EQIX
EQUINIX INC
-3.24%
Shares35.6K
Event2026-03-31
Filed2026-05-12
AJG
GALLAGHER ARTHUR J & CO
-3.03%
Shares157.3K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
INVESCO QQQ TR
4.29%
Shares58.8K
Event2026-03-31
Filed2026-05-12
HFSI
HARTFORD FDS EXCHANGE TRADED
New
Shares971.4K
Event2026-03-31
Filed2026-05-12
INTU
INTUIT
7.07%
Shares77.9K
Event2026-03-31
Filed2026-05-12
VOT
VANGUARD INDEX FDS
13.53%
Shares129.0K
Event2026-03-31
Filed2026-05-12
CGDG
CAPITAL GROUP DIVIDEND GROWE
24.30%
Shares924.3K
Event2026-03-31
Filed2026-05-12
CGBL
CAPITAL GROUP CORE BALANCED
45.67%
Shares941.9K
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
-4.69%
Shares131.9K
Event2026-03-31
Filed2026-05-12
CTAS
CINTAS CORP
-3.08%
Shares189.4K
Event2026-03-31
Filed2026-05-12
IVV
ISHARES TR
3.65%
Shares48.5K
Event2026-03-31
Filed2026-05-12
CGGO
CAPITAL GROUP GBL GROWTH EQT
16.13%
Shares949.6K
Event2026-03-31
Filed2026-05-12
RDVY
FIRST TR EXCHANGE TRADED FD
9.56%
Shares459.9K
Event2026-03-31
Filed2026-05-12
MDLZ
MONDELEZ INTL INC
6.99%
Shares510.6K
Event2026-03-31
Filed2026-05-12
STERIS PLC
STERIS PLC
-3.79%
Shares132.1K
Event2026-03-31
Filed2026-05-12
CAT
CATERPILLAR INC
-3.06%
Shares41.1K
Event2026-03-31
Filed2026-05-12
ADI
ANALOG DEVICES INC
0.09%
Shares89.9K
Event2026-03-31
Filed2026-05-12
SDY
SPDR SERIES TRUST
0.57%
Shares195.1K
Event2026-03-31
Filed2026-05-12
MKC
MCCORMICK & CO INC
-13.63%
Shares560.4K
Event2026-03-31
Filed2026-05-12
JPHY
J P MORGAN EXCHANGE TRADED F
New
Shares561.1K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
LAM RESEARCH CORP
-2.72%
Shares130.9K
Event2026-03-31
Filed2026-05-12
AVDV
AMERICAN CENTY ETF TR
-10.19%
Shares277.5K
Event2026-03-31
Filed2026-05-12
BR
BROADRIDGE FINL SOLUTIONS IN
-3.54%
Shares169.2K
Event2026-03-31
Filed2026-05-12
ZTS
ZOETIS INC
3.19%
Shares231.2K
Event2026-03-31
Filed2026-05-12
CVX
CHEVRON CORPORATION
3.86%
Shares132.0K
Event2026-03-31
Filed2026-05-12
SCHE
SCHWAB STRATEGIC TR
1.91%
Shares810.3K
Event2026-03-31
Filed2026-05-12
FVD
FIRST TR EXCHANGE-TRADED FD
-0.33%
Shares554.4K
Event2026-03-31
Filed2026-05-12
JKHY
HENRY JACK & ASSOC INC
0.56%
Shares163.3K
Event2026-03-31
Filed2026-05-12
OKE
ONEOK INC NEW
-2.49%
Shares270.0K
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY & CO
7.43%
Shares26.1K
Event2026-03-31
Filed2026-05-12
FTCB
FIRST TR EXCHANGE-TRADED FD
40.23%
Shares1.1M
Event2026-03-31
Filed2026-05-12
AMGN
AMGEN INC
4.44%
Shares67.8K
Event2026-03-31
Filed2026-05-12
TJX
TJX COS INC NEW
8.07%
Shares146.7K
Event2026-03-31
Filed2026-05-12
AGG
ISHARES TR
-0.34%
Shares235.4K
Event2026-03-31
Filed2026-05-12
LMT
LOCKHEED MARTIN CORP
-1.93%
Shares38.6K
Event2026-03-31
Filed2026-05-12
XLK
SELECT SECTOR SPDR TR
-5.59%
Shares166.1K
Event2026-03-31
Filed2026-05-12
APD
AIR PRODUCTS AND CHEMICALS I
-13.91%
Shares74.0K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
1.27%
Shares44.5K
Event2026-03-31
Filed2026-05-12
SHLD
GLOBAL X FDS
-7.88%
Shares298.9K
Event2026-03-31
Filed2026-05-12
PICK
ISHARES INC
New
Shares373.3K
Event2026-03-31
Filed2026-05-12
VTI
VANGUARD INDEX FDS
1.55%
Shares65.8K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
MEDTRONIC PLC
1.61%
Shares241.2K
Event2026-03-31
Filed2026-05-12
BND
VANGUARD BD INDEX FDS
-0.46%
Shares279.6K
Event2026-03-31
Filed2026-05-12
PM
PHILIP MORRIS INTL INC
21.18%
Shares123.3K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
-65.15%
Shares164.7K
Event2026-03-31
Filed2026-05-12
CGMS
CAPITAL GRP FIXED INCM ETF T
22.96%
Shares724.3K
Event2026-03-31
Filed2026-05-12
IBDR
ISHARES TR
7.52%
Shares809.6K
Event2026-03-31
Filed2026-05-12
VO
VANGUARD INDEX FDS
1.63%
Shares67.9K
Event2026-03-31
Filed2026-05-12
SO
SOUTHERN CO
3.89%
Shares200.1K
Event2026-03-31
Filed2026-05-12
IBM
INTERNATIONAL BUSINESS MACHS
-13.42%
Shares79.0K
Event2026-03-31
Filed2026-05-12
IBDS
ISHARES TR
7.90%
Shares788.0K
Event2026-03-31
Filed2026-05-12
IBDT
ISHARES TR
9.60%
Shares740.7K
Event2026-03-31
Filed2026-05-12
FLHY
FRANKLIN TEMPLETON ETF TR
New
Shares773.4K
Event2026-03-31
Filed2026-05-12
LOW
LOWES COS INC
5.64%
Shares78.2K
Event2026-03-31
Filed2026-05-12
FV
FIRST TR EXCHANGE TRADED FD
114.98%
Shares305.4K
Event2026-03-31
Filed2026-05-12
GILD
GILEAD SCIENCES INC
-2.33%
Shares132.1K
Event2026-03-31
Filed2026-05-12
VBR
VANGUARD INDEX FDS
10.93%
Shares83.4K
Event2026-03-31
Filed2026-05-12
VBK
VANGUARD INDEX FDS
12.62%
Shares59.6K
Event2026-03-31
Filed2026-05-12
UNH
UNITEDHEALTH GROUP INC
14.99%
Shares66.5K
Event2026-03-31
Filed2026-05-12
CMI
CUMMINS INC
-2.90%
Shares33.4K
Event2026-03-31
Filed2026-05-12
WM
WASTE MGMT INC DEL
6.56%
Shares77.0K
Event2026-03-31
Filed2026-05-12
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.02%
Shares52.3K
Event2026-03-31
Filed2026-05-12
IBTJ
ISHARES TR
6.84%
Shares803.1K
Event2026-03-31
Filed2026-05-12
KMI
KINDER MORGAN INC DEL
11.30%
Shares520.2K
Event2026-03-31
Filed2026-05-12
CRM
SALESFORCE INC
13.63%
Shares92.8K
Event2026-03-31
Filed2026-05-12
NFLX
NETFLIX INC.
21.18%
Shares177.8K
Event2026-03-31
Filed2026-05-12
TDIV
FIRST TR EXCHANGE TRADED FD
10.06%
Shares181.3K
Event2026-03-31
Filed2026-05-12
SPYM
SPDR SERIES TRUST
8.33%
Shares212.8K
Event2026-03-31
Filed2026-05-12
XLC
SELECT SECTOR SPDR TR
78.61%
Shares146.4K
Event2026-03-31
Filed2026-05-12
VTV
VANGUARD INDEX FDS
16.02%
Shares82.0K
Event2026-03-31
Filed2026-05-12
CGMM
CAPITAL GROUP EQUITY ETF TR
52.82%
Shares534.3K
Event2026-03-31
Filed2026-05-12
LINDE PLC
LINDE PLC
8.87%
Shares30.7K
Event2026-03-31
Filed2026-05-12
VT
VANGUARD INTL EQUITY INDEX F
14.07%
Shares109.5K
Event2026-03-31
Filed2026-05-12
RTX
RTX CORPORATION
5.52%
Shares76.9K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.76%
Shares24.7K
Event2026-03-31
Filed2026-05-12
FDN
FIRST TR EXCHANGE-TRADED FD
-19.85%
Shares62.7K
Event2026-03-31
Filed2026-05-12
BAC
BANK AMERICA CORP
9.97%
Shares291.0K
Event2026-03-31
Filed2026-05-12
DIVO
AMPLIFY ETF TR
1.23%
Shares311.4K
Event2026-03-31
Filed2026-05-12
AMAT
APPLIED MATLS INC
-7.58%
Shares40.5K
Event2026-03-31
Filed2026-05-12
O
REALTY INCOME CORP
0.23%
Shares226.3K
Event2026-03-31
Filed2026-05-12
GDX
VANECK ETF TRUST
2154.74%
Shares150.4K
Event2026-03-31
Filed2026-05-12
VWOB
VANGUARD WHITEHALL FDS
-7.36%
Shares206.5K
Event2026-03-31
Filed2026-05-12
FDX
FEDEX CORP
12.10%
Shares37.8K
Event2026-03-31
Filed2026-05-12
RF
REGIONS FINANCIAL CORP NEW
14.14%
Shares507.2K
Event2026-03-31
Filed2026-05-12
BIL
SPDR SERIES TRUST
15.86%
Shares144.1K
Event2026-03-31
Filed2026-05-12
VB
VANGUARD INDEX FDS
-0.70%
Shares50.0K
Event2026-03-31
Filed2026-05-12
IBTP
ISHARES TR
8.14%
Shares506.0K
Event2026-03-31
Filed2026-05-12
TSLA
TESLA INC
-0.87%
Shares34.7K
Event2026-03-31
Filed2026-05-12
PGR
PROGRESSIVE CORP
6.57%
Shares64.0K
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC
9.28%
Shares81.5K
Event2026-03-31
Filed2026-05-12
SGOV
ISHARES TR
1541.67%
Shares125.3K
Event2026-03-31
Filed2026-05-12
SCHM
SCHWAB STRATEGIC TR
-27.05%
Shares406.6K
Event2026-03-31
Filed2026-05-12
VBIL
VANGUARD INSTL INDEX FD
-3.93%
Shares165.9K
Event2026-03-31
Filed2026-05-12
ASML
ASML HLDG NV
8.99%
Shares9.5K
Event2026-03-31
Filed2026-05-12
PREF
PRINCIPAL EXCHANGE TRADED FD
-4.23%
Shares662.7K
Event2026-03-31
Filed2026-05-12
VRP
INVESCO EXCH TRADED FD TR II
-3.78%
Shares512.3K
Event2026-03-31
Filed2026-05-12
CSRE
COHEN & STEERS ETF TRUST
New
Shares467.0K
Event2026-03-31
Filed2026-05-12
PLTR
PALANTIR TECHNOLOGIES INC
8.95%
Shares83.7K
Event2026-03-31
Filed2026-05-12
DE
DEERE & CO
-0.51%
Shares21.6K
Event2026-03-31
Filed2026-05-12
VIG
VANGUARD SPECIALIZED FUNDS
-0.30%
Shares56.5K
Event2026-03-31
Filed2026-05-12
CB
CHUBB LTD SWITZ
0.97%
Shares36.9K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-3.28%
Shares35.0K
Event2026-03-31
Filed2026-05-12
PAYX
PAYCHEX INC
17.30%
Shares129.4K
Event2026-03-31
Filed2026-05-12
FBT
FIRST TR EXCHANGE-TRADED FD
90.95%
Shares58.2K
Event2026-03-31
Filed2026-05-12
BUFR
FIRST TR EXCHNG TRADED FD VI
0.91%
Shares340.4K
Event2026-03-31
Filed2026-05-12
PANW
PALO ALTO NETWORKS INC
17.72%
Shares71.6K
Event2026-03-31
Filed2026-05-12
DLR
DIGITAL RLTY TR INC
10.01%
Shares63.3K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYS INC
-0.42%
Shares146.9K
Event2026-03-31
Filed2026-05-12
CBOE
CBOE GLOBAL MKTS INC
18.79%
Shares39.5K
Event2026-03-31
Filed2026-05-12
AMD
ADVANCED MICRO DEVICES INC
31.35%
Shares52.9K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.84%
Shares80.6K
Event2026-03-31
Filed2026-05-12
SDVY
FIRST TR EXCHANGE TRADED FD
-8.98%
Shares264.6K
Event2026-03-31
Filed2026-05-12
PCS
PGIM ETF TR
New
Shares203.8K
Event2026-03-31
Filed2026-05-12
IBDV
ISHARES TR
1.41%
Shares460.6K
Event2026-03-31
Filed2026-05-12
IBDU
ISHARES TR
2.15%
Shares430.1K
Event2026-03-31
Filed2026-05-12
GRMN
GARMIN LTD
7.99%
Shares42.6K
Event2026-03-31
Filed2026-05-12
VWO
VANGUARD INTL EQUITY INDEX F
-1.66%
Shares182.8K
Event2026-03-31
Filed2026-05-12
ALL
ALLSTATE CORP
10.88%
Shares47.6K
Event2026-03-31
Filed2026-05-12
USB
US BANCORP
11.83%
Shares188.7K
Event2026-03-31
Filed2026-05-12
FDT
FIRST TR EXCH TRD ALPHDX FD
-21.31%
Shares112.3K
Event2026-03-31
Filed2026-05-12
PHM
PULTE GROUP INC
10.59%
Shares82.9K
Event2026-03-31
Filed2026-05-12
FTA
FIRST TR EXCHANGE-TRADED ALP
11.11%
Shares104.8K
Event2026-03-31
Filed2026-05-12
WMB
WILLIAMS COS INC
4.55%
Shares133.0K
Event2026-03-31
Filed2026-05-12
PULS
PGIM ETF TR
-2.34%
Shares195.0K
Event2026-03-31
Filed2026-05-12
AZO
AUTOZONE INC
6.93%
Shares2.9K
Event2026-03-31
Filed2026-05-12
CGHM
CAPITAL GRP FIXED INCM ETF T
38.74%
Shares380.2K
Event2026-03-31
Filed2026-05-12
FTC
FIRST TR EXCHANGE-TRADED ALP
-13.51%
Shares62.4K
Event2026-03-31
Filed2026-05-12
IJR
ISHARES TR
4.09%
Shares77.0K
Event2026-03-31
Filed2026-05-12
AXP
AMERICAN EXPRESS CO
10.25%
Shares31.6K
Event2026-03-31
Filed2026-05-12
MPWR
MONOLITHIC PWR SYS INC
12.22%
Shares8.7K
Event2026-03-31
Filed2026-05-12
ARES
ARES MANAGEMENT CORPORATION
-10.39%
Shares87.4K
Event2026-03-31
Filed2026-05-12
GLW
CORNING INC
11.34%
Shares69.7K
Event2026-03-31
Filed2026-05-12
FTCS
FIRST TR EXCHANGE-TRADED FD
-2.60%
Shares102.1K
Event2026-03-31
Filed2026-05-12
GS
GOLDMAN SACHS GROUP INC
28.49%
Shares11.2K
Event2026-03-31
Filed2026-05-12
TFC
TRUIST FINL CORP
18.72%
Shares205.5K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-12.40%
Shares49.0K
Event2026-03-31
Filed2026-05-12
ORCL
ORACLE CORP
-9.33%
Shares63.7K
Event2026-03-31
Filed2026-05-12
PJAN
INNOVATOR ETFS TRUST
47.56%
Shares200.1K
Event2026-03-31
Filed2026-05-12
AFL
AFLAC INC
-1.67%
Shares84.1K
Event2026-03-31
Filed2026-05-12
EXPD
EXPEDITORS INTL WASH INC
0.68%
Shares64.4K
Event2026-03-31
Filed2026-05-12
XLV
SELECT SECTOR SPDR TR
9.89%
Shares62.9K
Event2026-03-31
Filed2026-05-12
OMC
OMNICOM GROUP INC
9.11%
Shares121.5K
Event2026-03-31
Filed2026-05-12
CGMU
CAPITAL GRP FIXED INCM ETF T
13.96%
Shares334.8K
Event2026-03-31
Filed2026-05-12
REGL
PROSHARES TR
-74.09%
Shares104.6K
Event2026-03-31
Filed2026-05-12
HON
HONEYWELL INTL INC
20.80%
Shares39.4K
Event2026-03-31
Filed2026-05-12
SCHG
SCHWAB STRATEGIC TR
5.01%
Shares305.3K
Event2026-03-31
Filed2026-05-12
KO
COCA COLA CO
35.06%
Shares116.7K
Event2026-03-31
Filed2026-05-12
CL
COLGATE PALMOLIVE CO
0.27%
Shares103.7K
Event2026-03-31
Filed2026-05-12
MAA
MID-AMER APT CMNTYS INC
-25.26%
Shares72.3K
Event2026-03-31
Filed2026-05-12
COWZ
PACER FDS TR
31.46%
Shares141.0K
Event2026-03-31
Filed2026-05-12
VUG
VANGUARD INDEX FDS
21.34%
Shares20.1K
Event2026-03-31
Filed2026-05-12
SCHR
SCHWAB STRATEGIC TR
12.63%
Shares352.1K
Event2026-03-31
Filed2026-05-12
AEE
AMEREN CORP
-3.54%
Shares79.7K
Event2026-03-31
Filed2026-05-12
FIXD
FIRST TR EXCHNG TRADED FD VI
6.05%
Shares199.5K
Event2026-03-31
Filed2026-05-12
UNP
UNION PAC CORP
5.55%
Shares35.5K
Event2026-03-31
Filed2026-05-12
JAVA
J P MORGAN EXCHANGE TRADED F
49.17%
Shares117.3K
Event2026-03-31
Filed2026-05-12
JQUA
J P MORGAN EXCHANGE TRADED F
4.46%
Shares136.4K
Event2026-03-31
Filed2026-05-12
PKG
PACKAGING CORP AMER
5.77%
Shares39.2K
Event2026-03-31
Filed2026-05-12
SCHD
SCHWAB STRATEGIC TR
-36.91%
Shares265.9K
Event2026-03-31
Filed2026-05-12
MAIN
MAIN STR CAP CORP
-2.06%
Shares153.6K
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS CORP
-11.54%
Shares90.7K
Event2026-03-31
Filed2026-05-12
GDXJ
VANECK ETF TRUST
288.98%
Shares67.6K
Event2026-03-31
Filed2026-05-12
FTXL
FIRST TR EXCHANGE TRADED FD
43.72%
Shares54.9K
Event2026-03-31
Filed2026-05-12
MISL
FIRST TR EXCHANGE-TRADED FD
74.12%
Shares177.3K
Event2026-03-31
Filed2026-05-12
BMY
BRISTOL-MYERS SQUIBB CO
13.03%
Shares130.2K
Event2026-03-31
Filed2026-05-12
XLE
SELECT SECTOR SPDR TR
14.57%
Shares126.4K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
GE AEROSPACE
7.82%
Shares27.2K
Event2026-03-31
Filed2026-05-12
FIIG
FIRST TR EXCHANGE-TRADED FD
14.91%
Shares366.4K
Event2026-03-31
Filed2026-05-12
XLU
SELECT SECTOR SPDR TR
5.48%
Shares163.7K
Event2026-03-31
Filed2026-05-12
ETR
ENTERGY CORP NEW
1.13%
Shares66.9K
Event2026-03-31
Filed2026-05-12
VYM
VANGUARD WHITEHALL FDS
2.68%
Shares49.7K
Event2026-03-31
Filed2026-05-12
HSY
HERSHEY CO
-3.23%
Shares35.4K
Event2026-03-31
Filed2026-05-12
VTEB
VANGUARD MUN BD FDS
23.37%
Shares145.7K
Event2026-03-31
Filed2026-05-12
XLY
SELECT SECTOR SPDR TR
2.09%
Shares66.6K
Event2026-03-31
Filed2026-05-12
CDNS
CADENCE DESIGN SYSTEM INC
2.64%
Shares25.5K
Event2026-03-31
Filed2026-05-12
WRB
BERKLEY W R CORP
-4.85%
Shares106.9K
Event2026-03-31
Filed2026-05-12
NJR
NEW JERSEY RES CORP
-2.99%
Shares128.9K
Event2026-03-31
Filed2026-05-12
BTI
BRITISH AMERN TOB PLC
50.79%
Shares119.1K
Event2026-03-31
Filed2026-05-12
FNDF
SCHWAB STRATEGIC TR
-0.65%
Shares141.3K
Event2026-03-31
Filed2026-05-12
AFLG
FIRST TR EXCHNG TRADED FD VI
59.61%
Shares177.9K
Event2026-03-31
Filed2026-05-12
SSNC
SS&C TECH HLDGS
13.06%
Shares101.4K
Event2026-03-31
Filed2026-05-12
SHM
SPDR SERIES TRUST
11.61%
Shares142.1K
Event2026-03-31
Filed2026-05-12
BDX
BECTON DICKINSON & CO
-7.69%
Shares43.1K
Event2026-03-31
Filed2026-05-12
MMC
MARSH & MCLENNAN COS INC
10.29%
Shares38.9K
Event2026-03-31
Filed2026-05-12
MUB
ISHARES TR
35.59%
Shares63.2K
Event2026-03-31
Filed2026-05-12
KLAC
KLA CORP
-1.45%
Shares4.6K
Event2026-03-31
Filed2026-05-12
FTGS
FIRST TR EXCHANGE-TRADED FD
12.73%
Shares196.4K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
EATON CORP PLC
14.16%
Shares18.3K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
BLACKROCK INC
2.98%
Shares6.8K
Event2026-03-31
Filed2026-05-12
MO
ALTRIA GROUP INC
38.02%
Shares98.6K
Event2026-03-31
Filed2026-05-12
PNC
PNC FINL SVCS GROUP INC
24.32%
Shares31.2K
Event2026-03-31
Filed2026-05-12
VGIT
VANGUARD SCOTTSDALE FDS
45.65%
Shares108.7K
Event2026-03-31
Filed2026-05-12
ORLY
OREILLY AUTOMOTIVE INC
-0.48%
Shares70.0K
Event2026-03-31
Filed2026-05-12
ROST
ROSS STORES INC
-13.41%
Shares29.2K
Event2026-03-31
Filed2026-05-12
DCI
DONALDSON INC
-4.81%
Shares73.7K
Event2026-03-31
Filed2026-05-12
FLCO
FRANKLIN TEMPLETON ETF TR
1.05%
Shares291.0K
Event2026-03-31
Filed2026-05-12
LHX
L3HARRIS TECHNOLOGIES INC
3.15%
Shares18.0K
Event2026-03-31
Filed2026-05-12
FMF
FIRST TR EXCHANGE-TRADED FD
4.83%
Shares122.5K
Event2026-03-31
Filed2026-05-12
MDYG
SPDR SERIES TRUST
-81.05%
Shares64.6K
Event2026-03-31
Filed2026-05-12
UBER
UBER TECHNOLOGIES INC
3.19%
Shares85.9K
Event2026-03-31
Filed2026-05-12
GSLC
GOLDMAN SACHS ETF TR
-0.15%
Shares49.3K
Event2026-03-31
Filed2026-05-12
QDF
FLEXSHARES TR
0.67%
Shares77.3K
Event2026-03-31
Filed2026-05-12
TMO
THERMO FISHER SCIENTIFIC INC
-1.74%
Shares12.4K
Event2026-03-31
Filed2026-05-12
CGIB
CAPITAL GRP FIXED INCM ETF T
292.43%
Shares237.0K
Event2026-03-31
Filed2026-05-12
AEP
AMERICAN ELEC PWR CO INC
-8.73%
Shares45.6K
Event2026-03-31
Filed2026-05-12
MORN
MORNINGSTAR INC
636.23%
Shares34.7K
Event2026-03-31
Filed2026-05-12
MCO
MOODYS CORP
2.51%
Shares13.4K
Event2026-03-31
Filed2026-05-12
PLD
PROLOGIS INC.
22.72%
Shares44.2K
Event2026-03-31
Filed2026-05-12
VGLT
VANGUARD SCOTTSDALE FDS
3.49%
Shares105.5K
Event2026-03-31
Filed2026-05-12
IXUS
ISHARES TR
-0.68%
Shares66.9K
Event2026-03-31
Filed2026-05-12
FTLS
FIRST TR EXCH TRADED FD III
5.67%
Shares82.3K
Event2026-03-31
Filed2026-05-12
TROW
PRICE T ROWE GROUP INC
5.80%
Shares64.3K
Event2026-03-31
Filed2026-05-12
AOS
SMITH A O CORP
-0.29%
Shares87.6K
Event2026-03-31
Filed2026-05-12
IFV
FIRST TR EXCHANGE TRADED FD
New
Shares226.5K
Event2026-03-31
Filed2026-05-12
TTC
TORO CO
-2.61%
Shares61.0K
Event2026-03-31
Filed2026-05-12
PFE
PFIZER INC
35.72%
Shares202.5K
Event2026-03-31
Filed2026-05-12
RMD
RESMED INC
-3.15%
Shares25.3K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares29.2K
Event2026-03-31
Filed2026-05-12
NOBL
PROSHARES TR
-22.77%
Shares53.4K
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY INC
7.13%
Shares47.7K
Event2026-03-31
Filed2026-05-12
NDSN
NORDSON CORP
-3.96%
Shares21.2K
Event2026-03-31
Filed2026-05-12
MAS
MASCO CORP
-1.88%
Shares93.4K
Event2026-03-31
Filed2026-05-12
PSX
PHILLIPS 66
-0.21%
Shares30.9K
Event2026-03-31
Filed2026-05-12
TOTALENERGIES SE
TOTALENERGIES SE
14.61%
Shares59.7K
Event2026-03-31
Filed2026-05-12
GGG
GRACO INC
-0.55%
Shares65.4K
Event2026-03-31
Filed2026-05-12
FXO
FIRST TR EXCHANGE-TRADED FD
-42.56%
Shares98.3K
Event2026-03-31
Filed2026-05-12
NKE
NIKE INC
-4.99%
Shares104.4K
Event2026-03-31
Filed2026-05-12
EMR
EMERSON ELEC CO
1.86%
Shares41.8K
Event2026-03-31
Filed2026-05-12
BSCQ
INVESCO EXCH TRD SLF IDX FD
70.31%
Shares279.9K
Event2026-03-31
Filed2026-05-12
SOXX
ISHARES TR
6.55%
Shares16.5K
Event2026-03-31
Filed2026-05-12
NOW
SERVICENOW INC
-22.76%
Shares51.8K
Event2026-03-31
Filed2026-05-12
IEMG
ISHARES INC
3.43%
Shares76.6K
Event2026-03-31
Filed2026-05-12
LYB
LYONDELLBASELL INDUSTRIES NV
New
Shares66.2K
Event2026-03-31
Filed2026-05-12
IVW
ISHARES TR
13.94%
Shares46.6K
Event2026-03-31
Filed2026-05-12
RLI
RLI CORP
2777.52%
Shares91.8K
Event2026-03-31
Filed2026-05-12
TT
TRANE TECHNOLOGIES PLC
29.09%
Shares12.5K
Event2026-03-31
Filed2026-05-12
NFLT
ETFIS SER TR I
197.40%
Shares228.8K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
ARISTA NETWORKS INC
23.12%
Shares42.1K
Event2026-03-31
Filed2026-05-12
DGRO
ISHARES TR
4.80%
Shares73.3K
Event2026-03-31
Filed2026-05-12
HYMB
SPDR SERIES TRUST
2.83%
Shares206.8K
Event2026-03-31
Filed2026-05-12
FEP
FIRST TR EXCH TRD ALPHDX FD
3.96%
Shares92.3K
Event2026-03-31
Filed2026-05-12
XMMO
INVESCO EXCHANGE TRADED FD T
1.22%
Shares34.7K
Event2026-03-31
Filed2026-05-12
BRK.A
BERKSHIRE HATHAWAY INC DEL
40.00%
Shares7
Event2026-03-31
Filed2026-05-12
ISRG
INTUITIVE SURGICAL INC
5.65%
Shares10.8K
Event2026-03-31
Filed2026-05-12
VRTX
VERTEX PHARMACEUTICALS INC
0.22%
Shares11.1K
Event2026-03-31
Filed2026-05-12
IQLT
ISHARES TR
1.98%
Shares107.1K
Event2026-03-31
Filed2026-05-12
XLF
SELECT SECTOR SPDR TR
-43.83%
Shares100.1K
Event2026-03-31
Filed2026-05-12
MS
MORGAN STANLEY
6.33%
Shares30.0K
Event2026-03-31
Filed2026-05-12
CLX
CLOROX CO DEL
5.12%
Shares47.6K
Event2026-03-31
Filed2026-05-12
WMG
WARNER MUSIC GROUP CORP
11.28%
Shares192.5K
Event2026-03-31
Filed2026-05-12
FSIG
FIRST TR EXCHANGE-TRADED FD
-1.48%
Shares259.1K
Event2026-03-31
Filed2026-05-12
MPV
BARINGS PARTN INVS
13.80%
Shares284.7K
Event2026-03-31
Filed2026-05-12
CMS
CMS ENERGY CORP
1.98%
Shares62.5K
Event2026-03-31
Filed2026-05-12
BF.B
BROWN FORMAN CORP
0.65%
Shares182.3K
Event2026-03-31
Filed2026-05-12
JEPQ
J P MORGAN EXCHANGE TRADED F
1.67%
Shares86.7K
Event2026-03-31
Filed2026-05-12
GEV
GE VERNOVA INC
67.83%
Shares5.5K
Event2026-03-31
Filed2026-05-12
URI
UNITED RENTALS INC
18.73%
Shares6.6K
Event2026-03-31
Filed2026-05-12
TCHP
T ROWE PRICE ETF INC
-0.94%
Shares107.2K
Event2026-03-31
Filed2026-05-12
AER
AERCAP HOLDINGS NV
9.95%
Shares34.5K
Event2026-03-31
Filed2026-05-12
QTEC
FIRST TR EXCHANGE-TRADED FD
0.23%
Shares21.9K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
UNILEVER PLC
43.24%
Shares82.8K
Event2026-03-31
Filed2026-05-12
CIBR
FIRST TR EXCHANGE-TRADED FD
-15.96%
Shares75.0K
Event2026-03-31
Filed2026-05-12
IBCA
ISHARES TR
9.16%
Shares183.0K
Event2026-03-31
Filed2026-05-12
TPIF
TIMOTHY PLAN
195.18%
Shares130.0K
Event2026-03-31
Filed2026-05-12
DYNF
BLACKROCK ETF TRUST
12.79%
Shares80.5K
Event2026-03-31
Filed2026-05-12
UPS
UNITED PARCEL SVCS INC
35.60%
Shares47.5K
Event2026-03-31
Filed2026-05-12
IBDZ
ISHARES TR
5.06%
Shares177.8K
Event2026-03-31
Filed2026-05-12
IBDY
ISHARES TR
4.39%
Shares178.6K
Event2026-03-31
Filed2026-05-12
IBDW
ISHARES TR
3.96%
Shares219.6K
Event2026-03-31
Filed2026-05-12
VMC
VULCAN MATLS CO
-0.22%
Shares16.8K
Event2026-03-31
Filed2026-05-12
IJH
ISHARES TR
7.22%
Shares67.3K
Event2026-03-31
Filed2026-05-12
VLO
VALERO ENERGY CORP
0.16%
Shares18.3K
Event2026-03-31
Filed2026-05-12
IBDX
ISHARES TR
1.31%
Shares177.8K
Event2026-03-31
Filed2026-05-12
GWW
WW GRAINGER INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-12
JEPI
J P MORGAN EXCHANGE TRADED F
-19.93%
Shares78.9K
Event2026-03-31
Filed2026-05-12
VCRB
VANGUARD MALVERN FDS
4.90%
Shares57.8K
Event2026-03-31
Filed2026-05-12
HIYS
INVESCO ACTIVELY MANAGED EXC
7.97%
Shares175.2K
Event2026-03-31
Filed2026-05-12
XLI
SELECT SECTOR SPDR TR
-29.65%
Shares27.3K
Event2026-03-31
Filed2026-05-12
COF
CAPITAL ONE FINL CORP
9.82%
Shares24.2K
Event2026-03-31
Filed2026-05-12
JMUB
J P MORGAN EXCHANGE TRADED F
168.16%
Shares88.2K
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO & CO
20.62%
Shares55.3K
Event2026-03-31
Filed2026-05-12
PGRO
PUTNAM ETF TRUST
16.83%
Shares108.7K
Event2026-03-31
Filed2026-05-12
JPIE
J P MORGAN EXCHANGE TRADED F
52.68%
Shares94.3K
Event2026-03-31
Filed2026-05-12
LNT
ALLIANT ENERGY CORP
1.94%
Shares60.0K
Event2026-03-31
Filed2026-05-12
FDL
FIRST TR EXCHANGE-TRADED FD
-8.07%
Shares84.2K
Event2026-03-31
Filed2026-05-12
COP
CONOCOPHILLIPS
40.62%
Shares32.4K
Event2026-03-31
Filed2026-05-12
TPHD
TIMOTHY PLAN
135.76%
Shares102.3K
Event2026-03-31
Filed2026-05-12
FEM
FIRST TR EXCH TRD ALPHDX FD
65.01%
Shares141.2K
Event2026-03-31
Filed2026-05-12
PH
PARKER-HANNIFIN CORP
3.01%
Shares4.7K
Event2026-03-31
Filed2026-05-12
DIS
DISNEY WALT CO
-0.13%
Shares43.1K
Event2026-03-31
Filed2026-05-12
NOC
NORTHROP GRUMMAN CORP
14.22%
Shares6.0K
Event2026-03-31
Filed2026-05-12
LGOV
FIRST TR EXCHANGE-TRADED FD
5.38%
Shares189.3K
Event2026-03-31
Filed2026-05-12
ENB
ENBRIDGE INC
18.63%
Shares75.5K
Event2026-03-31
Filed2026-05-12
TPLC
TIMOTHY PLAN
144.76%
Shares86.9K
Event2026-03-31
Filed2026-05-12
PPLT
ABRDN PLATINUM ETF TRUST
634.23%
Shares22.6K
Event2026-03-31
Filed2026-05-12
CRWD
CROWDSTRIKE HLDGS INC
9.97%
Shares10.3K
Event2026-03-31
Filed2026-05-12
EMLP
FIRST TR EXCHANGE-TRADED FD
1.43%
Shares90.9K
Event2026-03-31
Filed2026-05-12
IWM
ISHARES TR
5.53%
Shares16.0K
Event2026-03-31
Filed2026-05-12
CGSM
CAPITAL GRP FIXED INCM ETF T
233.06%
Shares150.0K
Event2026-03-31
Filed2026-05-12
JAAA
JANUS DETROIT STR TR
-5.03%
Shares77.8K
Event2026-03-31
Filed2026-05-12
IDA
IDACORP INC
945.87%
Shares27.4K
Event2026-03-31
Filed2026-05-12
BRO
BROWN & BROWN INC
11.16%
Shares59.6K
Event2026-03-31
Filed2026-05-12
BA
BOEING CO
29.94%
Shares19.4K
Event2026-03-31
Filed2026-05-12
AIRR
FIRST TR EXCHANGE TRADED FD
-1.77%
Shares34.8K
Event2026-03-31
Filed2026-05-12
WELL
WELLTOWER INC
14.42%
Shares19.2K
Event2026-03-31
Filed2026-05-12
NEMD
NEUBERGER BERMAN ETF TRUST
New
Shares73.6K
Event2026-03-31
Filed2026-05-12
PEG
PUBLIC SVC ENTERPRISE GROUP
2.85%
Shares46.6K
Event2026-03-31
Filed2026-05-12
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-0.86%
Shares9.6K
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST CORP NEW
16.13%
Shares130.8K
Event2026-03-31
Filed2026-05-12
GRID
FIRST TR EXCHANGE-TRADED FD
-9.17%
Shares22.9K
Event2026-03-31
Filed2026-05-12
AMT
AMERICAN TOWER CORP
159.81%
Shares21.6K
Event2026-03-31
Filed2026-05-12
MP
MP MATERIALS CORP
17.84%
Shares76.9K
Event2026-03-31
Filed2026-05-12
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
New
Shares197.1K
Event2026-03-31
Filed2026-05-12
PSA
PUBLIC STORAGE OPER CO
7.93%
Shares13.2K
Event2026-03-31
Filed2026-05-12
FIW
FIRST TR EXCHANGE-TRADED FD
-1.70%
Shares34.5K
Event2026-03-31
Filed2026-05-12
BSV
VANGUARD BD INDEX FDS
6.27%
Shares45.2K
Event2026-03-31
Filed2026-05-12
CRH PLC
CRH PLC
16.16%
Shares33.5K
Event2026-03-31
Filed2026-05-12
RCL
ROYAL CARIBBEAN GROUP
72.57%
Shares12.6K
Event2026-03-31
Filed2026-05-12
MFC
MANULIFE FINL CORP
-0.16%
Shares100.1K
Event2026-03-31
Filed2026-05-12
OTTR
OTTER TAIL CORP
2.44%
Shares39.2K
Event2026-03-31
Filed2026-05-12
GPIX
GOLDMAN SACHS ETF TR
1.52%
Shares68.7K
Event2026-03-31
Filed2026-05-12
CEG
CONSTELLATION ENERGY CORP
9.85%
Shares12.3K
Event2026-03-31
Filed2026-05-12
RGLO
RUSSELL INVTS EXCHANGE TRADE
2.84%
Shares117.6K
Event2026-03-31
Filed2026-05-12
MBB
ISHARES TR
-53.58%
Shares35.8K
Event2026-03-31
Filed2026-05-12
FDVV
FIDELITY COVINGTON TRUST
New
Shares61.4K
Event2026-03-31
Filed2026-05-12
NATIONAL GRID PLC
NATIONAL GRID PLC
71.08%
Shares39.4K
Event2026-03-31
Filed2026-05-12
FXR
FIRST TR EXCHANGE-TRADED FD
-55.85%
Shares40.8K
Event2026-03-31
Filed2026-05-12
MNST
MONSTER BEVERAGE CORP NEW
-4.39%
Shares45.9K
Event2026-03-31
Filed2026-05-12
SCHO
SCHWAB STRATEGIC TR
5.29%
Shares134.8K
Event2026-03-31
Filed2026-05-12
ACGL
ARCH CAP GROUP LTD
6.13%
Shares33.9K
Event2026-03-31
Filed2026-05-12
MDYV
SPDR SERIES TRUST
-81.27%
Shares38.1K
Event2026-03-31
Filed2026-05-12
FAAR
FIRST TR EXCHANGE TRAD FD VI
-4.00%
Shares96.0K
Event2026-03-31
Filed2026-05-12
VIGI
VANGUARD WHITEHALL FDS
-14.15%
Shares36.5K
Event2026-03-31
Filed2026-05-12
TSLX
SIXTH STREET SPECIALTY LENDI
-19.55%
Shares173.6K
Event2026-03-31
Filed2026-05-12
XBIL
RBB FD INC
0.97%
Shares63.7K
Event2026-03-31
Filed2026-05-12
VGSH
VANGUARD SCOTTSDALE FDS
198.29%
Shares54.2K
Event2026-03-31
Filed2026-05-12
JIVE
J P MORGAN EXCHANGE TRADED F
17.57%
Shares36.3K
Event2026-03-31
Filed2026-05-12
FEGE
RBB FUND TRUST
9.18%
Shares66.0K
Event2026-03-31
Filed2026-05-12
MLN
VANECK ETF TRUST
7.02%
Shares176.4K
Event2026-03-31
Filed2026-05-12
QDPL
PACER FDS TR
-0.18%
Shares76.5K
Event2026-03-31
Filed2026-05-12
SLV
ISHARES SILVER TR
6.45%
Shares45.0K
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
36.63%
Shares14.7K
Event2026-03-31
Filed2026-05-12
DPZ
DOMINOS PIZZA INC
5.24%
Shares8.5K
Event2026-03-31
Filed2026-05-12
PXJ
INVESCO EXCHANGE TRADED FD T
New
Shares73.7K
Event2026-03-31
Filed2026-05-12
FTSM
FIRST TR EXCHANGE-TRADED FD
-2.96%
Shares51.0K
Event2026-03-31
Filed2026-05-12
CENCORA INC
CENCORA INC
2.33%
Shares9.7K
Event2026-03-31
Filed2026-05-12
BKNG
BOOKING HOLDINGS INC
6.65%
Shares722
Event2026-03-31
Filed2026-05-12
LMBS
FIRST TR EXCHANGE-TRADED FD
-54.95%
Shares60.7K
Event2026-03-31
Filed2026-05-12
AEM
AGNICO EAGLE MINES LTD
6.98%
Shares14.9K
Event2026-03-31
Filed2026-05-12
FPE
FIRST TR EXCH TRADED FD III
8.60%
Shares170.0K
Event2026-03-31
Filed2026-05-12
PFFV
GLOBAL X FDS
-2.29%
Shares136.0K
Event2026-03-31
Filed2026-05-12
MZTI
MARZETTI COMPANY
10.99%
Shares21.4K
Event2026-03-31
Filed2026-05-12
FBND
FIDELITY MERRIMACK STR TR
-15.72%
Shares64.5K
Event2026-03-31
Filed2026-05-12
FCX
FREEPORT MCMORAN INC
14.08%
Shares49.9K
Event2026-03-31
Filed2026-05-12
MTBA
SIMPLIFY EXCHANGE TRADED FUN
5.89%
Shares59.2K
Event2026-03-31
Filed2026-05-12
EWY
ISHARES INC
22.31%
Shares23.7K
Event2026-03-31
Filed2026-05-12
TIP
ISHARES TR
117.14%
Shares26.3K
Event2026-03-31
Filed2026-05-12
TCAF
T ROWE PRICE ETF INC
8.26%
Shares81.4K
Event2026-03-31
Filed2026-05-12
PRU
PRUDENTIAL FINL INC
6.77%
Shares29.5K
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
BLACKSTONE INC
-8.73%
Shares25.1K
Event2026-03-31
Filed2026-05-12
SRE
SEMPRA
7.74%
Shares29.6K
Event2026-03-31
Filed2026-05-12
NXTG
FIRST TR EXCHANGE-TRADED FD
-12.89%
Shares25.7K
Event2026-03-31
Filed2026-05-12
DAL
DELTA AIR LINES INC
92.60%
Shares43.2K
Event2026-03-31
Filed2026-05-12
CTRE
CARETRUST REIT INC
0.81%
Shares78.2K
Event2026-03-31
Filed2026-05-12
ROBT
FIRST TR EXCHANGE TRADED FD
-7.91%
Shares61.8K
Event2026-03-31
Filed2026-05-12
FTGC
FIRST TR EXCHANGE TRAD FD VI
131.73%
Shares99.0K
Event2026-03-31
Filed2026-05-12
BSX
BOSTON SCIENTIFIC CORP
144.23%
Shares45.2K
Event2026-03-31
Filed2026-05-12
SNY
SANOFI SA
118.61%
Shares58.1K
Event2026-03-31
Filed2026-05-12
MKL
MARKEL GROUP INC
6.02%
Shares1.4K
Event2026-03-31
Filed2026-05-12
MU
MICRON TECHNOLOGY INC
-2.50%
Shares8.2K
Event2026-03-31
Filed2026-05-12
FJP
FIRST TR EXCH TRD ALPHDX FD
7.70%
Shares37.6K
Event2026-03-31
Filed2026-05-12
SKYY
FIRST TR EXCHANGE-TRADED FD
-39.85%
Shares25.0K
Event2026-03-31
Filed2026-05-12
BK
BANK NEW YORK MELLON CORP
19.16%
Shares23.0K
Event2026-03-31
Filed2026-05-12
TER
TERADYNE INC
-27.15%
Shares9.2K
Event2026-03-31
Filed2026-05-12
XLRE
SELECT SECTOR SPDR TR
143.98%
Shares66.4K
Event2026-03-31
Filed2026-05-12
FNX
FIRST TR EXCHANGE-TRADED ALP
8.50%
Shares21.1K
Event2026-03-31
Filed2026-05-12
PATK
PATRICK INDS INC
-7.15%
Shares24.3K
Event2026-03-31
Filed2026-05-12
DRI
DARDEN RESTAURANTS INC
17.78%
Shares13.7K
Event2026-03-31
Filed2026-05-12
IBB
ISHARES TR
35.48%
Shares15.9K
Event2026-03-31
Filed2026-05-12
DHR
DANAHER CORP DEL
16.55%
Shares13.9K
Event2026-03-31
Filed2026-05-12
CRSP
CRISPR THERAPEUTICS AG
1.59%
Shares55.5K
Event2026-03-31
Filed2026-05-12
QUAL
ISHARES TR
1.79%
Shares13.7K
Event2026-03-31
Filed2026-05-12
IBMQ
ISHARES TR
4.87%
Shares102.4K
Event2026-03-31
Filed2026-05-12
FE
FIRSTENERGY CORP
107.41%
Shares51.5K
Event2026-03-31
Filed2026-05-12
FTSD
FRANKLIN ETF TR
New
Shares28.6K
Event2026-03-31
Filed2026-05-12
ETF SER SOLUTIONS
ETF SER SOLUTIONS
New
Shares152.8K
Event2026-03-31
Filed2026-05-12
MTUM
ISHARES TR
-0.45%
Shares10.8K
Event2026-03-31
Filed2026-05-12
SLYV
SPDR SERIES TRUST
-3.72%
Shares27.3K
Event2026-03-31
Filed2026-05-12
GCOW
PACER FDS TR
9.66%
Shares55.8K
Event2026-03-31
Filed2026-05-12
CVE
CENOVUS ENERGY INC
853.52%
Shares96.8K
Event2026-03-31
Filed2026-05-12
NEM
NEWMONT CORP
70.98%
Shares23.5K
Event2026-03-31
Filed2026-05-12
EWP
ISHARES INC
31.36%
Shares46.8K
Event2026-03-31
Filed2026-05-12
FTXO
FIRST TR EXCHANGE TRADED FD
9.80%
Shares70.3K
Event2026-03-31
Filed2026-05-12
IBTQ
ISHARES TR
28.94%
Shares100.1K
Event2026-03-31
Filed2026-05-12
HOOD
ROBINHOOD MKTS INC
19.98%
Shares36.3K
Event2026-03-31
Filed2026-05-12
FXU
FIRST TR EXCHANGE-TRADED FD
-83.13%
Shares50.5K
Event2026-03-31
Filed2026-05-12
MUFG
MITSUBISHI UFJ FINANCIAL GRO
19.03%
Shares145.2K
Event2026-03-31
Filed2026-05-12
TAXI
NORTHERN FDS
New
Shares48.2K
Event2026-03-31
Filed2026-05-12
EWI
ISHARES INC
33.43%
Shares45.8K
Event2026-03-31
Filed2026-05-12
CVS
CVS HEALTH CORP
36.17%
Shares34.1K
Event2026-03-31
Filed2026-05-12
RCS
PIMCO STRATEGIC INCOME FD
3.59%
Shares450.4K
Event2026-03-31
Filed2026-05-12
PWR
QUANTA SVCS INC
2.04%
Shares4.4K
Event2026-03-31
Filed2026-05-12
IDXX
IDEXX LABS INC
-4.35%
Shares4.3K
Event2026-03-31
Filed2026-05-12
FTI
TECHNIPFMC PLC
222.68%
Shares34.4K
Event2026-03-31
Filed2026-05-12
BBN
BLACKROCK TAX MUNICPAL BD TR
23.03%
Shares146.3K
Event2026-03-31
Filed2026-05-12
MMM
3M CO
2.40%
Shares16.2K
Event2026-03-31
Filed2026-05-12
WINN
HARBOR ETF TRUST
7.14%
Shares84.9K
Event2026-03-31
Filed2026-05-12
ARKB
ARK 21SHARES BITCOIN ETF
-0.19%
Shares104.6K
Event2026-03-31
Filed2026-05-12
HUSV
FIRST TR EXCH TRADED FD III
0.17%
Shares61.2K
Event2026-03-31
Filed2026-05-12
PACER FDS TR
PACER FDS TR
New
Shares82.1K
Event2026-03-31
Filed2026-05-12
JCPB
J P MORGAN EXCHANGE TRADED F
0.75%
Shares49.4K
Event2026-03-31
Filed2026-05-12
VGT
VANGUARD WORLD FD
-31.00%
Shares3.3K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
JPM Put
JPMORGAN CHASE & CO
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-12
KO Put
COCA COLA CO
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-12