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The Analysis of Berger Financial Group, Inc's Holdings & P&L

Currently, Berger Financial Group, Inc holds 463 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in VUG (+153.1K shares, valued at $66.9M), RAAX (+809.9K shares, valued at $33.0M), BOND (+219.8K shares, valued at $20.3M); decreased their positions in AGG (-191.9K shares, valued at $19.1M), MU (-49.3K shares, valued at $16.7M), N/A (-245.8K shares, valued at $10.4M); initiated new positions in RAAX (+809.9K shares, valued at $33.0M), WCMI (+785.9K shares, valued at $13.2M), KR (+100.0K shares, valued at $7.2M).

1M P&L

+54.1M+3.06%

3M P&L

-402.9M-18.08%

HY P&L

-366.0M-16.71%

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/A1.2B

70.1%

2Consumer Electronics39.7M

2.3%

3Information Technology Services33.6M

2.0%

Top Industries by Stock Count

1N/A261 stocks

59.9%

2Utilities - Regulated Electric8 stocks

1.8%

3Drug Manufacturers - General7 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR3.0M shares-5.00%2026-03-312026-04-28

VUG VANGUARD INDEX FDS189.3K shares422.47%2026-03-312026-04-28

JBND J P MORGAN EXCHANGE TRADED F1.4M shares8.46%2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR2.6M shares13.17%2026-03-312026-04-28

PJFG PGIM ETF TR723.2K shares0.09%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR2.4M shares1.23%2026-03-312026-04-28

LMBS FIRST TR EXCHANGE-TRADED FD1.1M shares6.90%2026-03-312026-04-28

JCPB J P MORGAN EXCHANGE TRADED F875.3K shares-0.90%2026-03-312026-04-28

Sponsored

AAPL APPLE INC156.2K shares-2.75%2026-03-312026-04-28

RAAX VANECK ETF TRUST809.9K sharesnew addition2026-03-312026-04-28

PYLD PIMCO ETF TR1.2M shares8.50%2026-03-312026-04-28

HTRB HARTFORD FDS EXCHANGE TRADED891.9K shares-0.51%2026-03-312026-04-28

CHRW C H ROBINSON WORLDWIDE IN137.3K shares-4.83%2026-03-312026-04-28

NVDA NVIDIA CORPORATION127.9K shares-1.25%2026-03-312026-04-28

BOND PIMCO ETF TR240.8K shares1042.91%2026-03-312026-04-28

DFAI DIMENSIONAL ETF TRUST548.5K shares-15.67%2026-03-312026-04-28

Sponsored

FBT FIRST TR EXCHANGE-TRADED FD104.4K shares-9.18%2026-03-312026-04-28

DFAE DIMENSIONAL ETF TRUST574.8K shares-18.63%2026-03-312026-04-28

AVMC AMERICAN CENTY ETF TR244.2K shares6.06%2026-03-312026-04-28

AMZN AMAZON COM INC82.7K shares-11.23%2026-03-312026-04-28

HODL VANECK BITCOIN ETF858.5K shares26.04%2026-03-312026-04-28

VTV VANGUARD INDEX FDS83.3K shares-0.86%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS25.7K shares-1.92%2026-03-312026-04-28

ALPHABET INC ALPHABET INC52.7K shares-17.67%2026-03-312026-04-28

Sponsored

NPFI NUSHARES ETF TR578.6K shares7.80%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T22.8K shares-5.55%2026-03-312026-04-28

MSFT MICROSOFT CORP40.1K shares-0.07%2026-03-312026-04-28

FEOE RBB FUND TRUST287.8K shares-12.04%2026-03-312026-04-28

AVEM AMERICAN CENTY ETF TR179.5K shares-11.49%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION14.3K shares0.12%2026-03-312026-04-28

WCMI FIRST TR EXCHANGE-TRADED FD785.9K sharesnew addition2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR21.7K shares-0.98%2026-03-312026-04-28

Sponsored

FESM FIDELITY COVINGTON TRUST314.4K shares50.49%2026-03-312026-04-28

SMMD ISHARES TR143.5K shares1.69%2026-03-312026-04-28

HWKN HAWKINS INC70.0K shares0.00%2026-03-312026-04-28

DFCF DIMENSIONAL ETF TRUST245.4K shares21.98%2026-03-312026-04-28

WMT WALMART INC83.0K shares-7.73%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON40.3K shares-18.61%2026-03-312026-04-28

VLO VALERO ENERGY CORP39.7K shares557.86%2026-03-312026-04-28

AVSC AMERICAN CENTY ETF TR153.0K shares-45.50%2026-03-312026-04-28

Sponsored

MA MASTERCARD INCORPORATED17.8K shares-1.88%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS35.2K shares-10.93%2026-03-312026-04-28

V VISA INC26.7K shares-3.87%2026-03-312026-04-28

T AT&T INC274.4K shares-1.41%2026-03-312026-04-28

EOG EOG RES INC54.9K shares26.45%2026-03-312026-04-28

META META PLATFORMS INC13.6K shares138.87%2026-03-312026-04-28

PREF PRINCIPAL EXCHANGE TRADED FD403.9K shares-11.30%2026-03-312026-04-28

EMB ISHARES TR80.0K shares-13.63%2026-03-312026-04-28

Sponsored

DFAC DIMENSIONAL ETF TRUST186.8K shares-2.83%2026-03-312026-04-28

CRWD CROWDSTRIKE HLDGS INC18.6K shares295.11%2026-03-312026-04-28

KR KROGER CO100.0K sharesnew addition2026-03-312026-04-28

TJX TJX COS INC NEW44.2K shares-8.20%2026-03-312026-04-28

CB CHUBB LTD SWITZ21.3K shares-3.26%2026-03-312026-04-28

IJUL INNOVATOR ETFS TRUST204.3K shares-2.61%2026-03-312026-04-28

ALL ALLSTATE CORP33.2K shares3.02%2026-03-312026-04-28

FE FIRSTENERGY CORP135.1K shares-6.66%2026-03-312026-04-28

Sponsored

INTU INTUIT15.6K shares365.99%2026-03-312026-04-28

FFIV F5 INC23.3K shares6.74%2026-03-312026-04-28

HIG HARTFORD INSURANCE GROUP INC48.8K shares-6.05%2026-03-312026-04-28

GILD GILEAD SCIENCES INC47.1K shares-22.92%2026-03-312026-04-28

UJUN INNOVATOR ETFS TRUST175.6K shares-14.16%2026-03-312026-04-28

LYV LIVE NATION ENTERTAINMENT IN42.7K shares7.09%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR260.7K shares1.91%2026-03-312026-04-28

ABT ABBOTT LABORATORIES61.6K shares899.43%2026-03-312026-04-28

Sponsored

ECL ECOLAB INC23.7K shares871.00%2026-03-312026-04-28

TE CONNECTIVITY PLC TE CONNECTIVITY PLC29.7K shares-17.73%2026-03-312026-04-28

VICI VICI PPTYS INC222.0K shares17.67%2026-03-312026-04-28

VTI VANGUARD INDEX FDS18.8K shares4.00%2026-03-312026-04-28

LLY ELI LILLY & CO6.5K shares-0.43%2026-03-312026-04-28

HSIC SCHEIN HENRY INC80.8K shares69.30%2026-03-312026-04-28

EXPD EXPEDITORS INTL WASH INC41.4K shares-18.61%2026-03-312026-04-28

CENCORA INC CENCORA INC18.5K shares-18.50%2026-03-312026-04-28

Sponsored

ADSK AUTODESK INC24.0K shares24.68%2026-03-312026-04-28

CDW CDW CORP47.3K shares61.66%2026-03-312026-04-28

DDOG DATADOG INC47.5K sharesnew addition2026-03-312026-04-28

CTAS CINTAS CORP33.0K shares2269.80%2026-03-312026-04-28

TTWO TAKE-TWO INTERACTIVE SOFTWAR28.1K sharesnew addition2026-03-312026-04-28

QCOM QUALCOMM INC42.9K shares79.45%2026-03-312026-04-28

IWY ISHARES TR22.0K shares3.87%2026-03-312026-04-28

LDOS LEIDOS HOLDINGS INC34.9K shares-9.99%2026-03-312026-04-28

Sponsored

AOS SMITH A O CORP81.9K sharesnew addition2026-03-312026-04-28

XLU SELECT SECTOR SPDR TR117.6K shares0.58%2026-03-312026-04-28

ROL ROLLINS INC96.4K sharesnew addition2026-03-312026-04-28

BR BROADRIDGE FINL SOLUTIONS IN31.3K sharesnew addition2026-03-312026-04-28

BND VANGUARD BD INDEX FDS65.1K shares9.07%2026-03-312026-04-28

CTSH COGNIZANT TECHNOLOGY SOLUTIO78.0K shares4.57%2026-03-312026-04-28

MGK VANGUARD WORLD FD12.7K shares7.78%2026-03-312026-04-28

CGUS CAPITAL GROUP CORE EQUITY ET120.8K shares0.22%2026-03-312026-04-28

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD226.4K shares-0.54%2026-03-312026-04-28

TSLA TESLA INC12.1K shares-0.30%2026-03-312026-04-28

JPEM J P MORGAN EXCHANGE TRADED F69.8K shares-0.13%2026-03-312026-04-28

HD HOME DEPOT INC13.1K shares-1.19%2026-03-312026-04-28

GEW EA SERIES TRUST84.3K shares0.00%2026-03-312026-04-28

EPAM EPAM SYS INC29.7K sharesnew addition2026-03-312026-04-28

ALPHABET INC ALPHABET INC13.9K shares-7.83%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS61.2K shares-1.70%2026-03-312026-04-28

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD198.6K shares-0.46%2026-03-312026-04-28

DFAW DIMENSIONAL ETF TRUST51.8K shares28.18%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO12.7K shares1.56%2026-03-312026-04-28

EJUL INNOVATOR ETFS TRUST120.9K shares-5.28%2026-03-312026-04-28

GMUB GOLDMAN SACHS ETF TR68.0K shares14.67%2026-03-312026-04-28

GSST GOLDMAN SACHS ETF TR68.3K shares-0.07%2026-03-312026-04-28

UDEC INNOVATOR ETFS TRUST88.4K shares-0.05%2026-03-312026-04-28

DFUS DIMENSIONAL ETF TRUST47.9K shares5.31%2026-03-312026-04-28

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD172.8K shares-3.76%2026-03-312026-04-28

BA BOEING CO16.7K shares-1.50%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC11.7K shares-1.43%2026-03-312026-04-28

BSVO EA SERIES TRUST122.1K shares-5.97%2026-03-312026-04-28

ABBV ABBVIE INC14.2K shares-5.76%2026-03-312026-04-28

BROADCOM INC BROADCOM INC10.0K shares-1.50%2026-03-312026-04-28

RISR TIDAL TRUST I83.3K shares-2.46%2026-03-312026-04-28

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO56.2K shares-11.69%2026-03-312026-04-28

Sponsored

XOM EXXON MOBIL CORP17.5K shares-0.08%2026-03-312026-04-28

XEL XCEL ENERGY INC35.6K shares-1.74%2026-03-312026-04-28

CION CION INVT CORP406.9K shares-16.14%2026-03-312026-04-28

CHD CHURCH & DWIGHT CO INC29.8K shares-6.49%2026-03-312026-04-28

XLP SELECT SECTOR SPDR TR33.7K shares-0.05%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP4.5K shares-71.61%2026-03-312026-04-28

USSH WISDOMTREE TR52.7K shares22.03%2026-03-312026-04-28

CGCB CAPITAL GRP FIXED INCM ETF T100.4K shares2.97%2026-03-312026-04-28

Sponsored

DCI DONALDSON INC29.8K shares-1.97%2026-03-312026-04-28

UAPR INNOVATOR ETFS TRUST75.5K shares-14.27%2026-03-312026-04-28

DFIC DIMENSIONAL ETF TRUST69.7K shares5.67%2026-03-312026-04-28

AGG ISHARES TR24.4K shares-88.71%2026-03-312026-04-28

FLQM FRANKLIN TEMPLETON ETF TR43.9K shares2.79%2026-03-312026-04-28

KJUL INNOVATOR ETFS TRUST72.3K shares-1.40%2026-03-312026-04-28

UMAR INNOVATOR ETFS TRUST57.9K shares87.87%2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST67.6K shares13.05%2026-03-312026-04-28

Sponsored

SCHV SCHWAB STRATEGIC TR75.2K shares-0.74%2026-03-312026-04-28

UAUG INNOVATOR ETFS TRUST57.0K shares-0.14%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP2.5K shares-1.73%2026-03-312026-04-28

IVV ISHARES TR3.4K shares3.22%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR16.5K shares0.32%2026-03-312026-04-28

UJUL INNOVATOR ETFS TRUST55.9K shares-2.26%2026-03-312026-04-28

SGOV ISHARES TR21.1K shares-7.56%2026-03-312026-04-28

IRT INDEPENDENCE RLTY TR INC142.6K shares-39.01%2026-03-312026-04-28

Sponsored

FBND FIDELITY MERRIMACK STR TR46.3K shares32.99%2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR14.4K shares0.69%2026-03-312026-04-28

DFAS DIMENSIONAL ETF TRUST29.6K shares-1.62%2026-03-312026-04-28

CAT CATERPILLAR INC3.0K shares-4.29%2026-03-312026-04-28

DFAU DIMENSIONAL ETF TRUST46.3K shares4.56%2026-03-312026-04-28

FICO FAIR ISAAC CORP2.0K shares0.00%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC4.2K shares-3.48%2026-03-312026-04-28

HNDL STRATEGY SHS90.4K shares-6.30%2026-03-312026-04-28

Sponsored

VWO VANGUARD INTL EQUITY INDEX F36.1K shares-7.58%2026-03-312026-04-28

VB VANGUARD INDEX FDS7.4K shares-0.47%2026-03-312026-04-28

GPIX GOLDMAN SACHS ETF TR38.6K shares0.00%2026-03-312026-04-28

ISRG INTUITIVE SURGICAL INC4.0K shares-1.25%2026-03-312026-04-28

IOCT INNOVATOR ETFS TRUST52.5K shares-3.02%2026-03-312026-04-28

EFAV ISHARES TR20.0K shares-2.68%2026-03-312026-04-28

RSPH INVESCO EXCHANGE TRADED FD T60.5K shares-4.23%2026-03-312026-04-28

VV VANGUARD INDEX FDS6.1K shares0.98%2026-03-312026-04-28

Sponsored

DFLV DIMENSIONAL ETF TRUST49.7K shares-3.83%2026-03-312026-04-28

DLN WISDOMTREE TR19.8K shares-0.80%2026-03-312026-04-28

JPST J P MORGAN EXCHANGE TRADED F34.8K shares192.49%2026-03-312026-04-28

IGSB ISHARES TR33.4K shares1.57%2026-03-312026-04-28

FNDX SCHWAB STRATEGIC TR62.3K shares28.02%2026-03-312026-04-28

NFLX NETFLIX INC.18.0K shares0.92%2026-03-312026-04-28

UFEB INNOVATOR ETFS TRUST47.6K shares-14.35%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR19.1K shares11.81%2026-03-312026-04-28

Sponsored

IJUN INNOVATOR ETFS TRUST57.0K shares-0.02%2026-03-312026-04-28

JPIB J P MORGAN EXCHANGE TRADED F34.7K shares6.64%2026-03-312026-04-28

IDEC INNOVATOR ETFS TRUST49.2K shares-3.03%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS7.4K shares18.76%2026-03-312026-04-28

XT ISHARES TR23.0K shares-8.18%2026-03-312026-04-28

GLD SPDR GOLD TR3.6K shares-10.69%2026-03-312026-04-28

MEDTRONIC PLC MEDTRONIC PLC18.1K shares0.00%2026-03-312026-04-28

EOCT INNOVATOR ETFS TRUST48.8K shares-1.25%2026-03-312026-04-28

Sponsored

DBL DOUBLELINE OPPORTUNISTIC CR105.7K shares-2.11%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC4.5K shares-9.10%2026-03-312026-04-28

IQLT ISHARES TR32.6K shares-3.72%2026-03-312026-04-28

MOAT VANECK ETF TRUST15.5K shares-1.29%2026-03-312026-04-28

DFIV DIMENSIONAL ETF TRUST27.9K shares0.02%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE5.1K shares-2.29%2026-03-312026-04-28

VGT VANGUARD WORLD FD2.0K shares0.54%2026-03-312026-04-28

USFR WISDOMTREE TR28.1K shares-2.75%2026-03-312026-04-28

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.2K shares-3.95%2026-03-312026-04-28

IAPR INNOVATOR ETFS TRUST43.2K shares-0.93%2026-03-312026-04-28

CGMU CAPITAL GRP FIXED INCM ETF T50.4K shares0.18%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC3.8K shares2.39%2026-03-312026-04-28

SYK STRYKER CORPORATION4.2K shares-1.26%2026-03-312026-04-28

MMM 3M CO9.3K shares-0.56%2026-03-312026-04-28

UOCT INNOVATOR ETFS TRUST34.1K shares0.00%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F22.8K shares-17.82%2026-03-312026-04-28

Sponsored

AMGN AMGEN INC3.7K shares-3.54%2026-03-312026-04-28

USEP INNOVATOR ETFS TRUST32.9K shares-0.84%2026-03-312026-04-28

BMO BANK MONTREAL MEDIUM9.3K shares0.00%2026-03-312026-04-28

VXUS VANGUARD STAR FDS16.4K shares14.89%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC3.6K shares-93.26%2026-03-312026-04-28

NEE NEXTERA ENERGY INC12.9K shares-2.66%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC7.4K shares-1.82%2026-03-312026-04-28

SSO PROSHARES TR22.8K shares0.44%2026-03-312026-04-28

Sponsored

PG PROCTER & GAMBLE CO8.0K shares0.63%2026-03-312026-04-28

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD68.2K shares-11.74%2026-03-312026-04-28

OPRT OPORTUN FINL CORP243.6K shares23.93%2026-03-312026-04-28

KO COCA COLA CO14.7K shares-2.00%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC1.3K shares-0.08%2026-03-312026-04-28

WFC WELLS FARGO & CO13.8K shares8.40%2026-03-312026-04-28

HON HONEYWELL INTL INC4.8K shares-1.96%2026-03-312026-04-28

ORCL ORACLE CORP7.2K shares-2.65%2026-03-312026-04-28

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.1K shares0.84%2026-03-312026-04-28

REMX VANECK ETF TRUST11.9K shares19.69%2026-03-312026-04-28

GEV GE VERNOVA INC1.2K shares1.03%2026-03-312026-04-28

RZG INVESCO EXCHANGE TRADED FD T17.9K shares-4.75%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC8.4K shares1.65%2026-03-312026-04-28

CSCO CISCO SYS INC13.0K shares-2.65%2026-03-312026-04-28

MDY STATE STR SPDR S&P MIDCAP 401.6K shares-0.61%2026-03-312026-04-28

LNC LINCOLN NATL CORP IND28.2K shares0.00%2026-03-312026-04-28

Sponsored

MS MORGAN STANLEY6.0K shares2.33%2026-03-312026-04-28

FAST FASTENAL CO21.0K shares-1.79%2026-03-312026-04-28

PEP PEPSICO INC6.2K shares-86.02%2026-03-312026-04-28

XYLD GLOBAL X FDS24.3K shares0.07%2026-03-312026-04-28

CM CANADIAN IMPERIAL BANK OF CO9.9K shares-0.92%2026-03-312026-04-28

MCD MCDONALDS CORP3.0K shares-0.03%2026-03-312026-04-28

SUB ISHARES TR8.7K shares-3.42%2026-03-312026-04-28

POCT INNOVATOR ETFS TRUST20.9K shares-3.17%2026-03-312026-04-28

Sponsored

EFG ISHARES TR7.8K shares-79.83%2026-03-312026-04-28

EA SERIES TRUST EA SERIES TRUST17.6K shares0.00%2026-03-312026-04-28

IJAN INNOVATOR ETFS TRUST23.6K shares-6.02%2026-03-312026-04-28

DFUV DIMENSIONAL ETF TRUST17.3K shares0.02%2026-03-312026-04-28

WMB WILLIAMS COS INC11.5K shares0.01%2026-03-312026-04-28

DFAT DIMENSIONAL ETF TRUST13.2K shares-0.58%2026-03-312026-04-28

UNOV INNOVATOR ETFS TRUST21.9K shares-0.84%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC3.9K shares-11.97%2026-03-312026-04-28

Sponsored

BBAG J P MORGAN EXCHANGE TRADED F17.3K shares-21.08%2026-03-312026-04-28

FI FISERV INC14.3K shares-15.08%2026-03-312026-04-28

RSPU INVESCO EXCHANGE TRADED FD T9.8K shares0.02%2026-03-312026-04-28

ISTB ISHARES TR16.3K shares-0.28%2026-03-312026-04-28

KAPR INNOVATOR ETFS TRUST21.6K shares-15.36%2026-03-312026-04-28

XOP SPDR SERIES TRUST4.3K shares-3.35%2026-03-312026-04-28

IDEV ISHARES TR9.3K shares0.00%2026-03-312026-04-28

CVX CHEVRON CORPORATION3.8K shares-3.85%2026-03-312026-04-28

Sponsored

URA GLOBAL X FDS16.1K shares32.96%2026-03-312026-04-28

SPYM SPDR SERIES TRUST10.2K shares2.21%2026-03-312026-04-28

TECH BIO-TECHNE CORP14.8K shares-14.35%2026-03-312026-04-28

SLV ISHARES SILVER TR11.3K shares-6.75%2026-03-312026-04-28

CASY CASEYS GEN STORES INC1.1K shares-3.04%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC4.5K shares-0.70%2026-03-312026-04-28

SHY ISHARES TR9.0K shares-0.97%2026-03-312026-04-28

TRV TRAVELERS COMPANIES INC2.6K shares3.91%2026-03-312026-04-28

Sponsored

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET24.8K shares-0.38%2026-03-312026-04-28

RSPT INVESCO EXCHANGE TRADED FD T16.3K shares-0.42%2026-03-312026-04-28

KRE SPDR SERIES TRUST11.1K shares8.08%2026-03-312026-04-28

GPIQ GOLDMAN SACHS ETF TR14.4K shares0.00%2026-03-312026-04-28

BSX BOSTON SCIENTIFIC CORP11.2K shares0.53%2026-03-312026-04-28

BAC BANK AMERICA CORP14.3K shares-1.78%2026-03-312026-04-28

FPE FIRST TR EXCH TRADED FD III38.6K shares-1.55%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR11.1K shares-9.24%2026-03-312026-04-28

Sponsored

SPTM SPDR SERIES TRUST8.6K shares-0.08%2026-03-312026-04-28

IVW ISHARES TR6.0K shares0.15%2026-03-312026-04-28

COWZ PACER FDS TR10.8K shares-3.52%2026-03-312026-04-28

TGT TARGET CORP5.5K shares-1.86%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO2.2K shares7.65%2026-03-312026-04-28

VTIP VANGUARD MALVERN FDS13.3K shares119.99%2026-03-312026-04-28

CEG CONSTELLATION ENERGY CORP2.4K shares-0.51%2026-03-312026-04-28

IEMG ISHARES INC9.2K shares0.14%2026-03-312026-04-28

Sponsored

KLAC KLA CORP437 shares0.00%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS8.1K shares-2.43%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.3K shares39.40%2026-03-312026-04-28

SO SOUTHERN CO6.6K shares-5.04%2026-03-312026-04-28

UTES ETFIS SER TR I8.0K shares56.23%2026-03-312026-04-28

NLR VANECK ETF TRUST4.8K shares1.79%2026-03-312026-04-28

SMH VANECK ETF TRUST1.7K shares1.28%2026-03-312026-04-28

GINN GOLDMAN SACHS ETF TR9.2K shares-34.04%2026-03-312026-04-28

Sponsored

SPMO INVESCO EXCH TRADED FD TR II5.6K shares0.11%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC4.3K shares5.68%2026-03-312026-04-28

XMHQ INVESCO EXCHANGE TRADED FD T6.0K shares-12.36%2026-03-312026-04-28

GBTC GRAYSCALE BITCOIN TRUST ETF11.6K shares-2.87%2026-03-312026-04-28

IWM ISHARES TR2.4K shares-0.45%2026-03-312026-04-28

UCON FIRST TR EXCHNG TRADED FD VI24.0K shares0.06%2026-03-312026-04-28

IWF ISHARES TR1.4K shares2.78%2026-03-312026-04-28

SPDW SPDR INDEX SHS FDS12.7K shares-17.54%2026-03-312026-04-28

Sponsored

DEM WISDOMTREE TR11.6K shares1.92%2026-03-312026-04-28

LQD ISHARES TR5.3K shares-2.97%2026-03-312026-04-28

WDC WESTERN DIGITAL CORP2.1K shares-16.54%2026-03-312026-04-28

RCL ROYAL CARIBBEAN GROUP2.0K shares-10.23%2026-03-312026-04-28

BNDI NEOS ETF TRUST11.8K shares12.47%2026-03-312026-04-28

AEE AMEREN CORP5.1K shares-0.20%2026-03-312026-04-28

CGIC CAPITAL GROUP INTERNATIONAL16.8K shares7.95%2026-03-312026-04-28

EPS WISDOMTREE TR8.1K shares0.09%2026-03-312026-04-28

Sponsored

VT VANGUARD INTL EQUITY INDEX F4.0K shares-0.35%2026-03-312026-04-28

ISEP INNOVATOR ETFS TRUST16.7K shares0.00%2026-03-312026-04-28

IDMO INVESCO EXCH TRADED FD TR II9.8K shares12.28%2026-03-312026-04-28

IEFA ISHARES TR5.9K shares9.61%2026-03-312026-04-28

SCMB SCHWAB STRATEGIC TR20.7K shares0.06%2026-03-312026-04-28

XLRE SELECT SECTOR SPDR TR12.7K shares-2.24%2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares2.18%2026-03-312026-04-28

FFIN FIRST FINL BANKSHARES INC17.4K shares0.00%2026-03-312026-04-28

Sponsored

GLTR ABRDN PRECIOUS METALS BASKET2.3K shares-2.15%2026-03-312026-04-28

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.9K shares-1.96%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC10.1K shares-11.16%2026-03-312026-04-28

SCHC SCHWAB STRATEGIC TR10.9K shares30.30%2026-03-312026-04-28

JIRE J P MORGAN EXCHANGE TRADED F6.7K shares0.00%2026-03-312026-04-28

XLI SELECT SECTOR SPDR TR3.1K shares-2.37%2026-03-312026-04-28

GIS GENERAL MILLS INC13.4K shares-3.02%2026-03-312026-04-28

IAUG INNOVATOR ETFS TRUST17.1K shares0.00%2026-03-312026-04-28

Sponsored

MO ALTRIA GROUP INC7.4K shares0.22%2026-03-312026-04-28

AMAT APPLIED MATLS INC1.4K shares-5.64%2026-03-312026-04-28

RSPF INVESCO EXCHANGE TRADED FD T6.7K shares-0.13%2026-03-312026-04-28

CGDG CAPITAL GROUP DIVIDEND GROWE13.2K shares1.62%2026-03-312026-04-28

VFH VANGUARD WORLD FD3.9K shares0.00%2026-03-312026-04-28

USB US BANCORP8.9K shares-0.06%2026-03-312026-04-28

CSHI NEOS ETF TRUST9.1K shares-6.54%2026-03-312026-04-28

ARISTA NETWORKS INC ARISTA NETWORKS INC3.7K shares4.79%2026-03-312026-04-28

Sponsored

IBB ISHARES TR2.6K shares-8.93%2026-03-312026-04-28

SCHM SCHWAB STRATEGIC TR13.9K shares-12.17%2026-03-312026-04-28

MCK MCKESSON CORP494 shares0.20%2026-03-312026-04-28

RPV INVESCO EXCHANGE TRADED FD T4.0K shares0.05%2026-03-312026-04-28

LVHI LEGG MASON ETF INVT10.2K shares-7.05%2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR14.2K shares-4.69%2026-03-312026-04-28

AIQ GLOBAL X FDS8.8K shares30.09%2026-03-312026-04-28

IEF ISHARES TR4.3K shares5.15%2026-03-312026-04-28

Sponsored

VO VANGUARD INDEX FDS1.4K shares0.07%2026-03-312026-04-28

XLY SELECT SECTOR SPDR TR3.7K shares0.05%2026-03-312026-04-28

PSX PHILLIPS 662.2K shares-3.45%2026-03-312026-04-28

MGV VANGUARD WORLD FD2.8K shares-0.14%2026-03-312026-04-28

INTC INTEL CORP9.1K shares-1.40%2026-03-312026-04-28

SBUX STARBUCKS CORP4.5K shares-13.72%2026-03-312026-04-28

WAB WABTEC1.6K shares-0.31%2026-03-312026-04-28

PJAN INNOVATOR ETFS TRUST8.6K shares8.83%2026-03-312026-04-28

Sponsored

FNDE SCHWAB STRATEGIC TR10.3K shares-0.38%2026-03-312026-04-28

DE DEERE & CO692 shares-5.98%2026-03-312026-04-28

BP BP PLC8.3K shares-4.66%2026-03-312026-04-28

DIS DISNEY WALT CO4.0K shares-17.87%2026-03-312026-04-28

SDY SPDR SERIES TRUST2.6K shares-0.08%2026-03-312026-04-28

WWW WOLVERINE WORLD WIDE INC23.0K shares0.00%2026-03-312026-04-28

TM TOYOTA MOTOR CORP1.8K shares-2.61%2026-03-312026-04-28

TSPA T ROWE PRICE ETF INC9.0K shares0.00%2026-03-312026-04-28

Sponsored

FNDF SCHWAB STRATEGIC TR7.5K shares-1.50%2026-03-312026-04-28

SPHQ INVESCO EXCHANGE TRADED FD T4.8K shares1.17%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC377 shares-5.75%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC3.2K shares27.97%2026-03-312026-04-28

GWW WW GRAINGER INC330 shares-2.65%2026-03-312026-04-28

SCCO SOUTHERN COPPER CORP2.1K shares-2.38%2026-03-312026-04-28

LNG CHENIERE ENERGY INC1.3K shares-12.50%2026-03-312026-04-28

DAL DELTA AIR LINES INC5.4K shares7.60%2026-03-312026-04-28

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL910 shares9.24%2026-03-312026-04-28

SPYV SPDR SERIES TRUST6.3K shares17.48%2026-03-312026-04-28

BSCT INVESCO EXCH TRD SLF IDX FD18.7K shares0.00%2026-03-312026-04-28

OXY OCCIDENTAL PETE CORP5.3K shares-9.83%2026-03-312026-04-28

VBR VANGUARD INDEX FDS1.6K shares32.97%2026-03-312026-04-28

EXC EXELON CORP7.0K shares0.01%2026-03-312026-04-28

CL COLGATE PALMOLIVE CO4.0K shares-1.10%2026-03-312026-04-28

QYLD GLOBAL X FDS19.9K shares-0.52%2026-03-312026-04-28

Sponsored

WM WASTE MGMT INC DEL1.5K shares-0.74%2026-03-312026-04-28

FDD FIRST TR EXCHANGE-TRADED FD19.1K shares-4.99%2026-03-312026-04-28

NOC NORTHROP GRUMMAN CORP499 shares2.67%2026-03-312026-04-28

HCRB HARTFORD FDS EXCHANGE TRADED9.7K shares-9.18%2026-03-312026-04-28

ITW ILLINOIS TOOL WKS INC1.3K shares-0.46%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS7.0K shares-2.09%2026-03-312026-04-28

VGK VANGUARD INTL EQUITY INDEX F4.1K shares0.00%2026-03-312026-04-28

L LOEWS CORP3.1K shares-95.38%2026-03-312026-04-28

Sponsored

APP APPLOVIN CORP834 shares-13.66%2026-03-312026-04-28

RTX RTX CORPORATION1.7K shares8.04%2026-03-312026-04-28

SHEL SHELL PLC3.5K shares-0.03%2026-03-312026-04-28

CRM SALESFORCE INC1.7K shares-11.59%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR12.9K shares-0.39%2026-03-312026-04-28

O REALTY INCOME CORP5.2K shares-3.54%2026-03-312026-04-28

CGDV CAPITAL GROUP DIVIDEND VALUE7.5K shares3.07%2026-03-312026-04-28

VHT VANGUARD WORLD FD1.2K shares-0.51%2026-03-312026-04-28

Sponsored

INOV INNOVATOR ETFS TRUST9.1K shares0.00%2026-03-312026-04-28

MUB ISHARES TR3.0K shares0.58%2026-03-312026-04-28

PAVE GLOBAL X FDS6.1K shares0.23%2026-03-312026-04-28

F FORD MTR CO27.0K shares3.79%2026-03-312026-04-28

D DOMINION ENERGY INC5.0K shares-4.01%2026-03-312026-04-28

IMAR INNOVATOR ETFS TRUST10.7K shares0.00%2026-03-312026-04-28

TD TORONTO DOMINION BK ONT3.3K shares-5.96%2026-03-312026-04-28

ENB ENBRIDGE INC5.7K shares-1.29%2026-03-312026-04-28

Sponsored

EMXC ISHARES INC3.9K shares6.80%2026-03-312026-04-28

EAPR INNOVATOR ETFS TRUST10.0K shares-6.20%2026-03-312026-04-28

TLT ISHARES TR3.4K shares-8.45%2026-03-312026-04-28

PFE PFIZER INC10.5K shares-8.14%2026-03-312026-04-28

STIP ISHARES TR2.9K shares-0.84%2026-03-312026-04-28

PSA PUBLIC STORAGE OPER CO1.1K shares-14.01%2026-03-312026-04-28

APA CORPORATION APA CORPORATION6.8K shares-97.30%2026-03-312026-04-28

JEPQ J P MORGAN EXCHANGE TRADED F5.2K shares-1.22%2026-03-312026-04-28

Sponsored

DFSV DIMENSIONAL ETF TRUST8.1K shares-4.58%2026-03-312026-04-28

VOOV VANGUARD ADMIRAL FDS INC1.4K shares0.14%2026-03-312026-04-28

DES WISDOMTREE TR7.9K shares0.00%2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS3.6K shares0.06%2026-03-312026-04-28

VXF VANGUARD INDEX FDS1.4K shares0.52%2026-03-312026-04-28

SUSB ISHARES TR11.0K shares3.89%2026-03-312026-04-28

DGRO ISHARES TR3.9K shares1.56%2026-03-312026-04-28

AZO AUTOZONE INC81 shares0.00%2026-03-312026-04-28

Sponsored

TMFC RBB FD INC4.1K shares0.00%2026-03-312026-04-28

CWB SPDR SERIES TRUST3.0K shares-9.12%2026-03-312026-04-28

FTSD FRANKLIN ETF TR3.0K shares-1.45%2026-03-312026-04-28

COIN COINBASE GLOBAL INC1.5K shares-0.71%2026-03-312026-04-28

CMCSA COMCAST CORP NEW9.3K shares-94.08%2026-03-312026-04-28

VCIT VANGUARD SCOTTSDALE FDS3.2K shares0.41%2026-03-312026-04-28

VGSH VANGUARD SCOTTSDALE FDS4.4K shares0.00%2026-03-312026-04-28

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-04-28

Sponsored

SCHW SCHWAB CHARLES CORP2.7K shares-31.59%2026-03-312026-04-28

LOW LOWES COS INC1.1K shares-6.78%2026-03-312026-04-28

NTAP NETAPP INC2.5K shares-4.60%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L6.6K shares0.08%2026-03-312026-04-28

CGGO CAPITAL GROUP GBL GROWTH EQT7.4K shares0.00%2026-03-312026-04-28

IVE ISHARES TR1.2K shares-22.05%2026-03-312026-04-28

SCHE SCHWAB STRATEGIC TR7.5K sharesnew addition2026-03-312026-04-28

AVAV AEROVIRONMENT INC1.3K shares62.14%2026-03-312026-04-28

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.0K shares-4.30%2026-03-312026-04-28

BLACKSTONE INC BLACKSTONE INC2.1K shares0.85%2026-03-312026-04-28

KFEB INNOVATOR ETFS TRUST8.7K sharesnew addition2026-03-312026-04-28

AVUV AMERICAN CENTY ETF TR2.2K shares-7.25%2026-03-312026-04-28

DON WISDOMTREE TR4.6K shares0.02%2026-03-312026-04-28

EJAN INNOVATOR ETFS TRUST7.2K sharesnew addition2026-03-312026-04-28

VNQ VANGUARD INDEX FDS2.7K shares-1.95%2026-03-312026-04-28

GDX VANECK ETF TRUST2.6K shares0.73%2026-03-312026-04-28

Sponsored

TER TERADYNE INC805 sharesnew addition2026-03-312026-04-28

KJAN INNOVATOR ETFS TRUST5.7K shares-11.81%2026-03-312026-04-28

DVY ISHARES TR1.6K shares9.49%2026-03-312026-04-28

APH AMPHENOL CORP1.9K shares-4.45%2026-03-312026-04-28

ED CONSOLIDATED EDISON INC2.1K shares-8.90%2026-03-312026-04-28

DISV DIMENSIONAL ETF TRUST6.0K shares-0.10%2026-03-312026-04-28

COF CAPITAL ONE FINL CORP1.3K shares-15.18%2026-03-312026-04-28

BINC BLACKROCK ETF TRUST II4.5K sharesnew addition2026-03-312026-04-28

Sponsored

PTF INVESCO EXCHANGE TRADED FD T2.7K shares-3.50%2026-03-312026-04-28

DGS WISDOMTREE TR3.9K shares-5.18%2026-03-312026-04-28

IJH ISHARES TR3.4K shares0.00%2026-03-312026-04-28

BNOV INNOVATOR ETFS TRUST5.4K shares0.00%2026-03-312026-04-28

GOVT ISHARES TR10.1K shares10.52%2026-03-312026-04-28

REGN REGENERON PHARMACEUTICALS300 shares-0.33%2026-03-312026-04-28

AEM AGNICO EAGLE MINES LTD1.1K sharesnew addition2026-03-312026-04-28

VOE VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-04-28

Sponsored

DLS WISDOMTREE TR2.8K shares0.00%2026-03-312026-04-28

ROBO EXCHANGE TRADED CONCEPTS TRU3.3K sharesnew addition2026-03-312026-04-28

J JACOBS SOLUTIONS INC1.8K shares-95.72%2026-03-312026-04-28

LPLA LPL FINL HLDGS INC749 shares6.09%2026-03-312026-04-28

UPS UNITED PARCEL SVCS INC2.3K shares-7.81%2026-03-312026-04-28

TSCO TRACTOR SUPPLY CO4.9K shares0.92%2026-03-312026-04-28

SLYV SPDR SERIES TRUST2.4K shares2.21%2026-03-312026-04-28

TXN TEXAS INSTRS INC1.1K shares-5.98%2026-03-312026-04-28

Sponsored

EES WISDOMTREE TR3.8K shares-22.73%2026-03-312026-04-28

RING ISHARES INC2.8K shares0.00%2026-03-312026-04-28

IBTG ISHARES TR9.5K shares-33.80%2026-03-312026-04-28

DUSB DIMENSIONAL ETF TRUST4.3K shares0.00%2026-03-312026-04-28

SCZ ISHARES TR2.8K shares-0.68%2026-03-312026-04-28

MBB ISHARES TR2.3K shares0.75%2026-03-312026-04-28

OHI OMEGA HEALTHCARE INVS INC4.9K shares0.00%2026-03-312026-04-28

MDLZ MONDELEZ INTL INC3.7K shares0.03%2026-03-312026-04-28

Sponsored

BKNG BOOKING HOLDINGS INC51 shares-30.14%2026-03-312026-04-28

SCHP SCHWAB STRATEGIC TR8.0K shares-0.30%2026-03-312026-04-28

AME AMETEK INC997 shares0.00%2026-03-312026-04-28

CSX CSX CORP5.2K sharesnew addition2026-03-312026-04-28

JVAL J P MORGAN EXCHANGE TRADED F4.3K shares0.00%2026-03-312026-04-28

FTSL FIRST TR EXCHANGE-TRADED FD4.6K shares-6.29%2026-03-312026-04-28

SPYI NEOS ETF TRUST4.2K shares-4.02%2026-03-312026-04-28

IBTH ISHARES TR9.2K shares0.00%2026-03-312026-04-28

Sponsored

UNP UNION PAC CORP850 sharesnew addition2026-03-312026-04-28

VGIT VANGUARD SCOTTSDALE FDS3.4K shares-9.98%2026-03-312026-04-28

KDEC INNOVATOR ETFS TRUST7.9K sharesnew addition2026-03-312026-04-28

EFA ISHARES TR2.1K shares0.88%2026-03-312026-04-28

DFIP DIMENSIONAL ETF TRUST4.8K sharesnew addition2026-03-312026-04-28

VFL ABRDN NATL MUN INCOME FD19.4K shares0.60%2026-03-312026-04-28

SMB VANECK ETF TRUST11.0K shares0.00%2026-03-312026-04-28

JPC NUVEEN PFD & INCOME OPPORTUN24.3K shares0.68%2026-03-312026-04-28

Sponsored

NFJ VIRTUS DIVIDEND INTEREST & P10.0K sharesnew addition2026-03-312026-04-28

DSL DOUBLELINE INCOME SOLUTIONS11.5K shares0.00%2026-03-312026-04-28

LYG LLOYDS BANKING GROUP PLC19.5K shares0.00%2026-03-312026-04-28

LUMN LUMEN TECHNOLOGIES INC11.6K sharesnew addition2026-03-312026-04-28

LUNG PULMONX CORP54.0K sharesnew addition2026-03-312026-04-28

GEVO GEVO INC13.0K shares0.00%2026-03-312026-04-28

LXRX LEXICON PHARMACEUTICALS INC10.0K shares0.00%2026-03-312026-04-28

SCHD

SCHWAB STRATEGIC TR

-5.00%

Shares3.0M

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

422.47%

Shares189.3K

Event2026-03-31

Filed2026-04-28

JBND

J P MORGAN EXCHANGE TRADED F

8.46%

Shares1.4M

Event2026-03-31

Filed2026-04-28

SCHG

SCHWAB STRATEGIC TR

13.17%

Shares2.6M

Event2026-03-31

Filed2026-04-28

PJFG

PGIM ETF TR

0.09%

Shares723.2K

Event2026-03-31

Filed2026-04-28

SCHX

SCHWAB STRATEGIC TR

1.23%

Shares2.4M

Event2026-03-31

Filed2026-04-28

LMBS

FIRST TR EXCHANGE-TRADED FD

6.90%

Shares1.1M

Event2026-03-31

Filed2026-04-28

JCPB

J P MORGAN EXCHANGE TRADED F

-0.90%

Shares875.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-2.75%

Shares156.2K

Event2026-03-31

Filed2026-04-28

RAAX

VANECK ETF TRUST

New

Shares809.9K

Event2026-03-31

Filed2026-04-28

PYLD

PIMCO ETF TR

8.50%

Shares1.2M

Event2026-03-31

Filed2026-04-28

HTRB

HARTFORD FDS EXCHANGE TRADED

-0.51%

Shares891.9K

Event2026-03-31

Filed2026-04-28

CHRW

C H ROBINSON WORLDWIDE IN

-4.83%

Shares137.3K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

-1.25%

Shares127.9K

Event2026-03-31

Filed2026-04-28

BOND

PIMCO ETF TR

1042.91%

Shares240.8K

Event2026-03-31

Filed2026-04-28

DFAI

DIMENSIONAL ETF TRUST

-15.67%

Shares548.5K

Event2026-03-31

Filed2026-04-28

FBT

FIRST TR EXCHANGE-TRADED FD

-9.18%

Shares104.4K

Event2026-03-31

Filed2026-04-28

DFAE

DIMENSIONAL ETF TRUST

-18.63%

Shares574.8K

Event2026-03-31

Filed2026-04-28

AVMC

AMERICAN CENTY ETF TR

6.06%

Shares244.2K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-11.23%

Shares82.7K

Event2026-03-31

Filed2026-04-28

HODL

VANECK BITCOIN ETF

26.04%

Shares858.5K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

-0.86%

Shares83.3K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-1.92%

Shares25.7K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-17.67%

Shares52.7K

Event2026-03-31

Filed2026-04-28

NPFI

NUSHARES ETF TR

7.80%

Shares578.6K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-5.55%

Shares22.8K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-0.07%

Shares40.1K

Event2026-03-31

Filed2026-04-28

FEOE

RBB FUND TRUST

-12.04%

Shares287.8K

Event2026-03-31

Filed2026-04-28

AVEM

AMERICAN CENTY ETF TR

-11.49%

Shares179.5K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

0.12%

Shares14.3K

Event2026-03-31

Filed2026-04-28

WCMI

FIRST TR EXCHANGE-TRADED FD

New

Shares785.9K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-0.98%

Shares21.7K

Event2026-03-31

Filed2026-04-28

FESM

FIDELITY COVINGTON TRUST

50.49%

Shares314.4K

Event2026-03-31

Filed2026-04-28

SMMD

ISHARES TR

1.69%

Shares143.5K

Event2026-03-31

Filed2026-04-28

HWKN

HAWKINS INC

0.00%

Shares70.0K

Event2026-03-31

Filed2026-04-28

DFCF

DIMENSIONAL ETF TRUST

21.98%

Shares245.4K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-7.73%

Shares83.0K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-18.61%

Shares40.3K

Event2026-03-31

Filed2026-04-28

VLO

VALERO ENERGY CORP

557.86%

Shares39.7K

Event2026-03-31

Filed2026-04-28

AVSC

AMERICAN CENTY ETF TR

-45.50%

Shares153.0K

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED

-1.88%

Shares17.8K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

-10.93%

Shares35.2K

Event2026-03-31

Filed2026-04-28

VISA INC

-3.87%

Shares26.7K

Event2026-03-31

Filed2026-04-28

AT&T INC

-1.41%

Shares274.4K

Event2026-03-31

Filed2026-04-28

EOG

EOG RES INC

26.45%

Shares54.9K

Event2026-03-31

Filed2026-04-28

META

META PLATFORMS INC

138.87%

Shares13.6K

Event2026-03-31

Filed2026-04-28

PREF

PRINCIPAL EXCHANGE TRADED FD

-11.30%

Shares403.9K

Event2026-03-31

Filed2026-04-28

EMB

ISHARES TR

-13.63%

Shares80.0K

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

-2.83%

Shares186.8K

Event2026-03-31

Filed2026-04-28

CRWD

CROWDSTRIKE HLDGS INC

295.11%

Shares18.6K

Event2026-03-31

Filed2026-04-28

KROGER CO

New

Shares100.0K

Event2026-03-31

Filed2026-04-28

TJX

TJX COS INC NEW

-8.20%

Shares44.2K

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ

-3.26%

Shares21.3K

Event2026-03-31

Filed2026-04-28

IJUL

INNOVATOR ETFS TRUST

-2.61%

Shares204.3K

Event2026-03-31

Filed2026-04-28

ALL

ALLSTATE CORP

3.02%

Shares33.2K

Event2026-03-31

Filed2026-04-28

FIRSTENERGY CORP

-6.66%

Shares135.1K

Event2026-03-31

Filed2026-04-28

INTU

INTUIT

365.99%

Shares15.6K

Event2026-03-31

Filed2026-04-28

FFIV

F5 INC

6.74%

Shares23.3K

Event2026-03-31

Filed2026-04-28

HIG

HARTFORD INSURANCE GROUP INC

-6.05%

Shares48.8K

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC

-22.92%

Shares47.1K

Event2026-03-31

Filed2026-04-28

UJUN

INNOVATOR ETFS TRUST

-14.16%

Shares175.6K

Event2026-03-31

Filed2026-04-28

LYV

LIVE NATION ENTERTAINMENT IN

7.09%

Shares42.7K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

1.91%

Shares260.7K

Event2026-03-31

Filed2026-04-28

ABT

ABBOTT LABORATORIES

899.43%

Shares61.6K

Event2026-03-31

Filed2026-04-28

ECL

ECOLAB INC

871.00%

Shares23.7K

Event2026-03-31

Filed2026-04-28

TE CONNECTIVITY PLC

-17.73%

Shares29.7K

Event2026-03-31

Filed2026-04-28

VICI

VICI PPTYS INC

17.67%

Shares222.0K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

4.00%

Shares18.8K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

-0.43%

Shares6.5K

Event2026-03-31

Filed2026-04-28

HSIC

SCHEIN HENRY INC

69.30%

Shares80.8K

Event2026-03-31

Filed2026-04-28

EXPD

EXPEDITORS INTL WASH INC

-18.61%

Shares41.4K

Event2026-03-31

Filed2026-04-28

CENCORA INC

-18.50%

Shares18.5K

Event2026-03-31

Filed2026-04-28

ADSK

AUTODESK INC

24.68%

Shares24.0K

Event2026-03-31

Filed2026-04-28

CDW

CDW CORP

61.66%

Shares47.3K

Event2026-03-31

Filed2026-04-28

DDOG

DATADOG INC

New

Shares47.5K

Event2026-03-31

Filed2026-04-28

CTAS

CINTAS CORP

2269.80%

Shares33.0K

Event2026-03-31

Filed2026-04-28

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares28.1K

Event2026-03-31

Filed2026-04-28

QCOM

QUALCOMM INC

79.45%

Shares42.9K

Event2026-03-31

Filed2026-04-28

IWY

ISHARES TR

3.87%

Shares22.0K

Event2026-03-31

Filed2026-04-28

LDOS

LEIDOS HOLDINGS INC

-9.99%

Shares34.9K

Event2026-03-31

Filed2026-04-28

AOS

SMITH A O CORP

New

Shares81.9K

Event2026-03-31

Filed2026-04-28

XLU

SELECT SECTOR SPDR TR

0.58%

Shares117.6K

Event2026-03-31

Filed2026-04-28

ROL

ROLLINS INC

New

Shares96.4K

Event2026-03-31

Filed2026-04-28

BROADRIDGE FINL SOLUTIONS IN

New

Shares31.3K

Event2026-03-31

Filed2026-04-28

BND

VANGUARD BD INDEX FDS

9.07%

Shares65.1K

Event2026-03-31

Filed2026-04-28

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

4.57%

Shares78.0K

Event2026-03-31

Filed2026-04-28

MGK

VANGUARD WORLD FD

7.78%

Shares12.7K

Event2026-03-31

Filed2026-04-28

CGUS

CAPITAL GROUP CORE EQUITY ET

0.22%

Shares120.8K

Event2026-03-31

Filed2026-04-28

BSCS

INVESCO EXCH TRD SLF IDX FD

-0.54%

Shares226.4K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

-0.30%

Shares12.1K

Event2026-03-31

Filed2026-04-28

JPEM

J P MORGAN EXCHANGE TRADED F

-0.13%

Shares69.8K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

-1.19%

Shares13.1K

Event2026-03-31

Filed2026-04-28

GEW

EA SERIES TRUST

0.00%

Shares84.3K

Event2026-03-31

Filed2026-04-28

EPAM

EPAM SYS INC

New

Shares29.7K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-7.83%

Shares13.9K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

-1.70%

Shares61.2K

Event2026-03-31

Filed2026-04-28

BSCR

INVESCO EXCH TRD SLF IDX FD

-0.46%

Shares198.6K

Event2026-03-31

Filed2026-04-28

DFAW

DIMENSIONAL ETF TRUST

28.18%

Shares51.8K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

1.56%

Shares12.7K

Event2026-03-31

Filed2026-04-28

EJUL

INNOVATOR ETFS TRUST

-5.28%

Shares120.9K

Event2026-03-31

Filed2026-04-28

GMUB

GOLDMAN SACHS ETF TR

14.67%

Shares68.0K

Event2026-03-31

Filed2026-04-28

GSST

GOLDMAN SACHS ETF TR

-0.07%

Shares68.3K

Event2026-03-31

Filed2026-04-28

UDEC

INNOVATOR ETFS TRUST

-0.05%

Shares88.4K

Event2026-03-31

Filed2026-04-28

DFUS

DIMENSIONAL ETF TRUST

5.31%

Shares47.9K

Event2026-03-31

Filed2026-04-28

BSCQ

INVESCO EXCH TRD SLF IDX FD

-3.76%

Shares172.8K

Event2026-03-31

Filed2026-04-28

BOEING CO

-1.50%

Shares16.7K

Event2026-03-31

Filed2026-04-28

UNH

UNITEDHEALTH GROUP INC

-1.43%

Shares11.7K

Event2026-03-31

Filed2026-04-28

BSVO

EA SERIES TRUST

-5.97%

Shares122.1K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

-5.76%

Shares14.2K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

-1.50%

Shares10.0K

Event2026-03-31

Filed2026-04-28

RISR

TIDAL TRUST I

-2.46%

Shares83.3K

Event2026-03-31

Filed2026-04-28

PROFESIONALLY MANAGED PORTFO

-11.69%

Shares56.2K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-0.08%

Shares17.5K

Event2026-03-31

Filed2026-04-28

XEL

XCEL ENERGY INC

-1.74%

Shares35.6K

Event2026-03-31

Filed2026-04-28

CION

CION INVT CORP

-16.14%

Shares406.9K

Event2026-03-31

Filed2026-04-28

CHD

CHURCH & DWIGHT CO INC

-6.49%

Shares29.8K

Event2026-03-31

Filed2026-04-28

XLP

SELECT SECTOR SPDR TR

-0.05%

Shares33.7K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

-71.61%

Shares4.5K

Event2026-03-31

Filed2026-04-28

USSH

WISDOMTREE TR

22.03%

Shares52.7K

Event2026-03-31

Filed2026-04-28

CGCB

CAPITAL GRP FIXED INCM ETF T

2.97%

Shares100.4K

Event2026-03-31

Filed2026-04-28

DCI

DONALDSON INC

-1.97%

Shares29.8K

Event2026-03-31

Filed2026-04-28

UAPR

INNOVATOR ETFS TRUST

-14.27%

Shares75.5K

Event2026-03-31

Filed2026-04-28

DFIC

DIMENSIONAL ETF TRUST

5.67%

Shares69.7K

Event2026-03-31

Filed2026-04-28

AGG

ISHARES TR

-88.71%

Shares24.4K

Event2026-03-31

Filed2026-04-28

FLQM

FRANKLIN TEMPLETON ETF TR

2.79%

Shares43.9K

Event2026-03-31

Filed2026-04-28

KJUL

INNOVATOR ETFS TRUST

-1.40%

Shares72.3K

Event2026-03-31

Filed2026-04-28

UMAR

INNOVATOR ETFS TRUST

87.87%

Shares57.9K

Event2026-03-31

Filed2026-04-28

DFAX

DIMENSIONAL ETF TRUST

13.05%

Shares67.6K

Event2026-03-31

Filed2026-04-28

SCHV

SCHWAB STRATEGIC TR

-0.74%

Shares75.2K

Event2026-03-31

Filed2026-04-28

UAUG

INNOVATOR ETFS TRUST

-0.14%

Shares57.0K

Event2026-03-31

Filed2026-04-28

PARKER-HANNIFIN CORP

-1.73%

Shares2.5K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

3.22%

Shares3.4K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

0.32%

Shares16.5K

Event2026-03-31

Filed2026-04-28

UJUL

INNOVATOR ETFS TRUST

-2.26%

Shares55.9K

Event2026-03-31

Filed2026-04-28

SGOV

ISHARES TR

-7.56%

Shares21.1K

Event2026-03-31

Filed2026-04-28

IRT

INDEPENDENCE RLTY TR INC

-39.01%

Shares142.6K

Event2026-03-31

Filed2026-04-28

FBND

FIDELITY MERRIMACK STR TR

32.99%

Shares46.3K

Event2026-03-31

Filed2026-04-28

XLV

SELECT SECTOR SPDR TR

0.69%

Shares14.4K

Event2026-03-31

Filed2026-04-28

DFAS

DIMENSIONAL ETF TRUST

-1.62%

Shares29.6K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-4.29%

Shares3.0K

Event2026-03-31

Filed2026-04-28

DFAU

DIMENSIONAL ETF TRUST

4.56%

Shares46.3K

Event2026-03-31

Filed2026-04-28

FICO

FAIR ISAAC CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

TMO

THERMO FISHER SCIENTIFIC INC

-3.48%

Shares4.2K

Event2026-03-31

Filed2026-04-28

HNDL

STRATEGY SHS

-6.30%

Shares90.4K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

-7.58%

Shares36.1K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-0.47%

Shares7.4K

Event2026-03-31

Filed2026-04-28

GPIX

GOLDMAN SACHS ETF TR

0.00%

Shares38.6K

Event2026-03-31

Filed2026-04-28

ISRG

INTUITIVE SURGICAL INC

-1.25%

Shares4.0K

Event2026-03-31

Filed2026-04-28

IOCT

INNOVATOR ETFS TRUST

-3.02%

Shares52.5K

Event2026-03-31

Filed2026-04-28

EFAV

ISHARES TR

-2.68%

Shares20.0K

Event2026-03-31

Filed2026-04-28

RSPH

INVESCO EXCHANGE TRADED FD T

-4.23%

Shares60.5K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.98%

Shares6.1K

Event2026-03-31

Filed2026-04-28

DFLV

DIMENSIONAL ETF TRUST

-3.83%

Shares49.7K

Event2026-03-31

Filed2026-04-28

DLN

WISDOMTREE TR

-0.80%

Shares19.8K

Event2026-03-31

Filed2026-04-28

JPST

J P MORGAN EXCHANGE TRADED F

192.49%

Shares34.8K

Event2026-03-31

Filed2026-04-28

IGSB

ISHARES TR

1.57%

Shares33.4K

Event2026-03-31

Filed2026-04-28

FNDX

SCHWAB STRATEGIC TR

28.02%

Shares62.3K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC.

0.92%

Shares18.0K

Event2026-03-31

Filed2026-04-28

UFEB

INNOVATOR ETFS TRUST

-14.35%

Shares47.6K

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

11.81%

Shares19.1K

Event2026-03-31

Filed2026-04-28

IJUN

INNOVATOR ETFS TRUST

-0.02%

Shares57.0K

Event2026-03-31

Filed2026-04-28

JPIB

J P MORGAN EXCHANGE TRADED F

6.64%

Shares34.7K

Event2026-03-31

Filed2026-04-28

IDEC

INNOVATOR ETFS TRUST

-3.03%

Shares49.2K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

18.76%

Shares7.4K

Event2026-03-31

Filed2026-04-28

ISHARES TR

-8.18%

Shares23.0K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

-10.69%

Shares3.6K

Event2026-03-31

Filed2026-04-28

MEDTRONIC PLC

0.00%

Shares18.1K

Event2026-03-31

Filed2026-04-28

EOCT

INNOVATOR ETFS TRUST

-1.25%

Shares48.8K

Event2026-03-31

Filed2026-04-28

DBL

DOUBLELINE OPPORTUNISTIC CR

-2.11%

Shares105.7K

Event2026-03-31

Filed2026-04-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-9.10%

Shares4.5K

Event2026-03-31

Filed2026-04-28

IQLT

ISHARES TR

-3.72%

Shares32.6K

Event2026-03-31

Filed2026-04-28

MOAT

VANECK ETF TRUST

-1.29%

Shares15.5K

Event2026-03-31

Filed2026-04-28

DFIV

DIMENSIONAL ETF TRUST

0.02%

Shares27.9K

Event2026-03-31

Filed2026-04-28

GE AEROSPACE

-2.29%

Shares5.1K

Event2026-03-31

Filed2026-04-28

VGT

VANGUARD WORLD FD

0.54%

Shares2.0K

Event2026-03-31

Filed2026-04-28

USFR

WISDOMTREE TR

-2.75%

Shares28.1K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

-3.95%

Shares30.2K

Event2026-03-31

Filed2026-04-28

IAPR

INNOVATOR ETFS TRUST

-0.93%

Shares43.2K

Event2026-03-31

Filed2026-04-28

CGMU

CAPITAL GRP FIXED INCM ETF T

0.18%

Shares50.4K

Event2026-03-31

Filed2026-04-28

EATON CORP PLC

2.39%

Shares3.8K

Event2026-03-31

Filed2026-04-28

SYK

STRYKER CORPORATION

-1.26%

Shares4.2K

Event2026-03-31

Filed2026-04-28

MMM

3M CO

-0.56%

Shares9.3K

Event2026-03-31

Filed2026-04-28

UOCT

INNOVATOR ETFS TRUST

0.00%

Shares34.1K

Event2026-03-31

Filed2026-04-28

JEPI

J P MORGAN EXCHANGE TRADED F

-17.82%

Shares22.8K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

-3.54%

Shares3.7K

Event2026-03-31

Filed2026-04-28

USEP

INNOVATOR ETFS TRUST

-0.84%

Shares32.9K

Event2026-03-31

Filed2026-04-28

BMO

BANK MONTREAL MEDIUM

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD STAR FDS

14.89%

Shares16.4K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC

-93.26%

Shares3.6K

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC

-2.66%

Shares12.9K

Event2026-03-31

Filed2026-04-28

PANW

PALO ALTO NETWORKS INC

-1.82%

Shares7.4K

Event2026-03-31

Filed2026-04-28

SSO

PROSHARES TR

0.44%

Shares22.8K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

0.63%

Shares8.0K

Event2026-03-31

Filed2026-04-28

BLUEROCK PVT REAL ESTATE FD

-11.74%

Shares68.2K

Event2026-03-31

Filed2026-04-28

OPRT

OPORTUN FINL CORP

23.93%

Shares243.6K

Event2026-03-31

Filed2026-04-28

COCA COLA CO

-2.00%

Shares14.7K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

-0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-28

WFC

WELLS FARGO & CO

8.40%

Shares13.8K

Event2026-03-31

Filed2026-04-28

HON

HONEYWELL INTL INC

-1.96%

Shares4.8K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP

-2.65%

Shares7.2K

Event2026-03-31

Filed2026-04-28

GENERAL DYNAMICS CORP

0.84%

Shares3.1K

Event2026-03-31

Filed2026-04-28

REMX

VANECK ETF TRUST

19.69%

Shares11.9K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC

1.03%

Shares1.2K

Event2026-03-31

Filed2026-04-28

RZG

INVESCO EXCHANGE TRADED FD T

-4.75%

Shares17.9K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

1.65%

Shares8.4K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

-2.65%

Shares13.0K

Event2026-03-31

Filed2026-04-28

MDY

STATE STR SPDR S&P MIDCAP 40

-0.61%

Shares1.6K

Event2026-03-31

Filed2026-04-28

LNC

LINCOLN NATL CORP IND

0.00%

Shares28.2K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY

2.33%

Shares6.0K

Event2026-03-31

Filed2026-04-28

FAST

FASTENAL CO

-1.79%

Shares21.0K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

-86.02%

Shares6.2K

Event2026-03-31

Filed2026-04-28

XYLD

GLOBAL X FDS

0.07%

Shares24.3K

Event2026-03-31

Filed2026-04-28

CANADIAN IMPERIAL BANK OF CO

-0.92%

Shares9.9K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

-0.03%

Shares3.0K

Event2026-03-31

Filed2026-04-28

SUB

ISHARES TR

-3.42%

Shares8.7K

Event2026-03-31

Filed2026-04-28

POCT

INNOVATOR ETFS TRUST

-3.17%

Shares20.9K

Event2026-03-31

Filed2026-04-28

EFG

ISHARES TR

-79.83%

Shares7.8K

Event2026-03-31

Filed2026-04-28

EA SERIES TRUST

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-28

IJAN

INNOVATOR ETFS TRUST

-6.02%

Shares23.6K

Event2026-03-31

Filed2026-04-28

DFUV

DIMENSIONAL ETF TRUST

0.02%

Shares17.3K

Event2026-03-31

Filed2026-04-28

WMB

WILLIAMS COS INC

0.01%

Shares11.5K

Event2026-03-31

Filed2026-04-28

DFAT

DIMENSIONAL ETF TRUST

-0.58%

Shares13.2K

Event2026-03-31

Filed2026-04-28

UNOV

INNOVATOR ETFS TRUST

-0.84%

Shares21.9K

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC

-11.97%

Shares3.9K

Event2026-03-31

Filed2026-04-28

BBAG

J P MORGAN EXCHANGE TRADED F

-21.08%

Shares17.3K

Event2026-03-31

Filed2026-04-28

FISERV INC

-15.08%

Shares14.3K

Event2026-03-31

Filed2026-04-28

RSPU

INVESCO EXCHANGE TRADED FD T

0.02%

Shares9.8K

Event2026-03-31

Filed2026-04-28

ISTB

ISHARES TR

-0.28%

Shares16.3K

Event2026-03-31

Filed2026-04-28

KAPR

INNOVATOR ETFS TRUST

-15.36%

Shares21.6K

Event2026-03-31

Filed2026-04-28

XOP

SPDR SERIES TRUST

-3.35%

Shares4.3K

Event2026-03-31

Filed2026-04-28

IDEV

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

-3.85%

Shares3.8K

Event2026-03-31

Filed2026-04-28

URA

GLOBAL X FDS

32.96%

Shares16.1K

Event2026-03-31

Filed2026-04-28

SPYM

SPDR SERIES TRUST

2.21%

Shares10.2K

Event2026-03-31

Filed2026-04-28

TECH

BIO-TECHNE CORP

-14.35%

Shares14.8K

Event2026-03-31

Filed2026-04-28

SLV

ISHARES SILVER TR

-6.75%

Shares11.3K

Event2026-03-31

Filed2026-04-28

CASY

CASEYS GEN STORES INC

-3.04%

Shares1.1K

Event2026-03-31

Filed2026-04-28

PHILIP MORRIS INTL INC

-0.70%

Shares4.5K

Event2026-03-31

Filed2026-04-28

SHY

ISHARES TR

-0.97%

Shares9.0K

Event2026-03-31

Filed2026-04-28

TRV

TRAVELERS COMPANIES INC

3.91%

Shares2.6K

Event2026-03-31

Filed2026-04-28

GRAYSCALE BITCOIN MINI TR ET

-0.38%

Shares24.8K

Event2026-03-31

Filed2026-04-28

RSPT

INVESCO EXCHANGE TRADED FD T

-0.42%

Shares16.3K

Event2026-03-31

Filed2026-04-28

KRE

SPDR SERIES TRUST

8.08%

Shares11.1K

Event2026-03-31

Filed2026-04-28

GPIQ

GOLDMAN SACHS ETF TR

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-28

BSX

BOSTON SCIENTIFIC CORP

0.53%

Shares11.2K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

-1.78%

Shares14.3K

Event2026-03-31

Filed2026-04-28

FPE

FIRST TR EXCH TRADED FD III

-1.55%

Shares38.6K

Event2026-03-31

Filed2026-04-28

XLE

SELECT SECTOR SPDR TR

-9.24%

Shares11.1K

Event2026-03-31

Filed2026-04-28

SPTM

SPDR SERIES TRUST

-0.08%

Shares8.6K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

0.15%

Shares6.0K

Event2026-03-31

Filed2026-04-28

COWZ

PACER FDS TR

-3.52%

Shares10.8K

Event2026-03-31

Filed2026-04-28

TGT

TARGET CORP

-1.86%

Shares5.5K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

7.65%

Shares2.2K

Event2026-03-31

Filed2026-04-28

VTIP

VANGUARD MALVERN FDS

119.99%

Shares13.3K

Event2026-03-31

Filed2026-04-28

CEG

CONSTELLATION ENERGY CORP

-0.51%

Shares2.4K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

0.14%

Shares9.2K

Event2026-03-31

Filed2026-04-28

KLAC

KLA CORP

0.00%

Shares437

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

-2.43%

Shares8.1K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

39.40%

Shares3.3K

Event2026-03-31

Filed2026-04-28

SOUTHERN CO

-5.04%

Shares6.6K

Event2026-03-31

Filed2026-04-28

UTES

ETFIS SER TR I

56.23%

Shares8.0K

Event2026-03-31

Filed2026-04-28

NLR

VANECK ETF TRUST

1.79%

Shares4.8K

Event2026-03-31

Filed2026-04-28

SMH

VANECK ETF TRUST

1.28%

Shares1.7K

Event2026-03-31

Filed2026-04-28

GINN

GOLDMAN SACHS ETF TR

-34.04%

Shares9.2K

Event2026-03-31

Filed2026-04-28

SPMO

INVESCO EXCH TRADED FD TR II

0.11%

Shares5.6K

Event2026-03-31

Filed2026-04-28

PLTR

PALANTIR TECHNOLOGIES INC

5.68%

Shares4.3K

Event2026-03-31

Filed2026-04-28

XMHQ

INVESCO EXCHANGE TRADED FD T

-12.36%

Shares6.0K

Event2026-03-31

Filed2026-04-28

GBTC

GRAYSCALE BITCOIN TRUST ETF

-2.87%

Shares11.6K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-0.45%

Shares2.4K

Event2026-03-31

Filed2026-04-28

UCON

FIRST TR EXCHNG TRADED FD VI

0.06%

Shares24.0K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES TR

2.78%

Shares1.4K

Event2026-03-31

Filed2026-04-28

SPDW

SPDR INDEX SHS FDS

-17.54%

Shares12.7K

Event2026-03-31

Filed2026-04-28

DEM

WISDOMTREE TR

1.92%

Shares11.6K

Event2026-03-31

Filed2026-04-28

LQD

ISHARES TR

-2.97%

Shares5.3K

Event2026-03-31

Filed2026-04-28

WDC

WESTERN DIGITAL CORP

-16.54%

Shares2.1K

Event2026-03-31

Filed2026-04-28

RCL

ROYAL CARIBBEAN GROUP

-10.23%

Shares2.0K

Event2026-03-31

Filed2026-04-28

BNDI

NEOS ETF TRUST

12.47%

Shares11.8K

Event2026-03-31

Filed2026-04-28

AEE

AMEREN CORP

-0.20%

Shares5.1K

Event2026-03-31

Filed2026-04-28

CGIC

CAPITAL GROUP INTERNATIONAL

7.95%

Shares16.8K

Event2026-03-31

Filed2026-04-28

EPS

WISDOMTREE TR

0.09%

Shares8.1K

Event2026-03-31

Filed2026-04-28

VANGUARD INTL EQUITY INDEX F

-0.35%

Shares4.0K

Event2026-03-31

Filed2026-04-28

ISEP

INNOVATOR ETFS TRUST

0.00%

Shares16.7K

Event2026-03-31

Filed2026-04-28

IDMO

INVESCO EXCH TRADED FD TR II

12.28%

Shares9.8K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

9.61%

Shares5.9K

Event2026-03-31

Filed2026-04-28

SCMB

SCHWAB STRATEGIC TR

0.06%

Shares20.7K

Event2026-03-31

Filed2026-04-28

XLRE

SELECT SECTOR SPDR TR

-2.24%

Shares12.7K

Event2026-03-31

Filed2026-04-28

LAM RESEARCH CORP

2.18%

Shares2.4K

Event2026-03-31

Filed2026-04-28

FFIN

FIRST FINL BANKSHARES INC

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-28

GLTR

ABRDN PRECIOUS METALS BASKET

-2.15%

Shares2.3K

Event2026-03-31

Filed2026-04-28

INVESCO EXCH TRADED FD TR II

-1.96%

Shares6.9K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC

-11.16%

Shares10.1K

Event2026-03-31

Filed2026-04-28

SCHC

SCHWAB STRATEGIC TR

30.30%

Shares10.9K

Event2026-03-31

Filed2026-04-28

JIRE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-28

XLI

SELECT SECTOR SPDR TR

-2.37%

Shares3.1K

Event2026-03-31

Filed2026-04-28

GIS

GENERAL MILLS INC

-3.02%

Shares13.4K

Event2026-03-31

Filed2026-04-28

IAUG

INNOVATOR ETFS TRUST

0.00%

Shares17.1K

Event2026-03-31

Filed2026-04-28

ALTRIA GROUP INC

0.22%

Shares7.4K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

-5.64%

Shares1.4K

Event2026-03-31

Filed2026-04-28

RSPF

INVESCO EXCHANGE TRADED FD T

-0.13%

Shares6.7K

Event2026-03-31

Filed2026-04-28

CGDG

CAPITAL GROUP DIVIDEND GROWE

1.62%

Shares13.2K

Event2026-03-31

Filed2026-04-28

VFH

VANGUARD WORLD FD

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-28

USB

US BANCORP

-0.06%

Shares8.9K

Event2026-03-31

Filed2026-04-28

CSHI

NEOS ETF TRUST

-6.54%

Shares9.1K

Event2026-03-31

Filed2026-04-28

ARISTA NETWORKS INC

4.79%

Shares3.7K

Event2026-03-31

Filed2026-04-28

IBB

ISHARES TR

-8.93%

Shares2.6K

Event2026-03-31

Filed2026-04-28

SCHM

SCHWAB STRATEGIC TR

-12.17%

Shares13.9K

Event2026-03-31

Filed2026-04-28

MCK

MCKESSON CORP

0.20%

Shares494

Event2026-03-31

Filed2026-04-28

RPV

INVESCO EXCHANGE TRADED FD T

0.05%

Shares4.0K

Event2026-03-31

Filed2026-04-28

LVHI

LEGG MASON ETF INVT

-7.05%

Shares10.2K

Event2026-03-31

Filed2026-04-28

SCHA

SCHWAB STRATEGIC TR

-4.69%

Shares14.2K

Event2026-03-31

Filed2026-04-28

AIQ

GLOBAL X FDS

30.09%

Shares8.8K

Event2026-03-31

Filed2026-04-28

IEF

ISHARES TR

5.15%

Shares4.3K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-28

XLY

SELECT SECTOR SPDR TR

0.05%

Shares3.7K

Event2026-03-31

Filed2026-04-28

PSX

PHILLIPS 66

-3.45%

Shares2.2K

Event2026-03-31

Filed2026-04-28

MGV

VANGUARD WORLD FD

-0.14%

Shares2.8K

Event2026-03-31

Filed2026-04-28

INTC

INTEL CORP

-1.40%

Shares9.1K

Event2026-03-31

Filed2026-04-28

SBUX

STARBUCKS CORP

-13.72%

Shares4.5K

Event2026-03-31

Filed2026-04-28

WAB

WABTEC

-0.31%

Shares1.6K

Event2026-03-31

Filed2026-04-28

PJAN

INNOVATOR ETFS TRUST

8.83%

Shares8.6K

Event2026-03-31

Filed2026-04-28

FNDE

SCHWAB STRATEGIC TR

-0.38%

Shares10.3K

Event2026-03-31

Filed2026-04-28

DEERE & CO

-5.98%

Shares692

Event2026-03-31

Filed2026-04-28

BP PLC

-4.66%

Shares8.3K

Event2026-03-31

Filed2026-04-28

DIS

DISNEY WALT CO

-17.87%

Shares4.0K

Event2026-03-31

Filed2026-04-28

SDY

SPDR SERIES TRUST

-0.08%

Shares2.6K

Event2026-03-31

Filed2026-04-28

WWW

WOLVERINE WORLD WIDE INC

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-28

TOYOTA MOTOR CORP

-2.61%

Shares1.8K

Event2026-03-31

Filed2026-04-28

TSPA

T ROWE PRICE ETF INC

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-28

FNDF

SCHWAB STRATEGIC TR

-1.50%

Shares7.5K

Event2026-03-31

Filed2026-04-28

SPHQ

INVESCO EXCHANGE TRADED FD T

1.17%

Shares4.8K

Event2026-03-31

Filed2026-04-28

BLACKROCK INC

-5.75%

Shares377

Event2026-03-31

Filed2026-04-28

CITIGROUP INC

27.97%

Shares3.2K

Event2026-03-31

Filed2026-04-28

GWW

WW GRAINGER INC

-2.65%

Shares330

Event2026-03-31

Filed2026-04-28

SCCO

SOUTHERN COPPER CORP

-2.38%

Shares2.1K

Event2026-03-31

Filed2026-04-28

LNG

CHENIERE ENERGY INC

-12.50%

Shares1.3K

Event2026-03-31

Filed2026-04-28

DAL

DELTA AIR LINES INC

7.60%

Shares5.4K

Event2026-03-31

Filed2026-04-28

SEAGATE TECHNOLOGY HLDNGS PL

9.24%

Shares910

Event2026-03-31

Filed2026-04-28

SPYV

SPDR SERIES TRUST

17.48%

Shares6.3K

Event2026-03-31

Filed2026-04-28

BSCT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares18.7K

Event2026-03-31

Filed2026-04-28

OXY

OCCIDENTAL PETE CORP

-9.83%

Shares5.3K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

32.97%

Shares1.6K

Event2026-03-31

Filed2026-04-28

EXC

EXELON CORP

0.01%

Shares7.0K

Event2026-03-31

Filed2026-04-28

COLGATE PALMOLIVE CO

-1.10%

Shares4.0K

Event2026-03-31

Filed2026-04-28

QYLD

GLOBAL X FDS

-0.52%

Shares19.9K

Event2026-03-31

Filed2026-04-28

WASTE MGMT INC DEL

-0.74%

Shares1.5K

Event2026-03-31

Filed2026-04-28

FDD

FIRST TR EXCHANGE-TRADED FD

-4.99%

Shares19.1K

Event2026-03-31

Filed2026-04-28

NOC

NORTHROP GRUMMAN CORP

2.67%

Shares499

Event2026-03-31

Filed2026-04-28

HCRB

HARTFORD FDS EXCHANGE TRADED

-9.18%

Shares9.7K

Event2026-03-31

Filed2026-04-28

ITW

ILLINOIS TOOL WKS INC

-0.46%

Shares1.3K

Event2026-03-31

Filed2026-04-28

BNDX

VANGUARD CHARLOTTE FDS

-2.09%

Shares7.0K

Event2026-03-31

Filed2026-04-28

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-28

LOEWS CORP

-95.38%

Shares3.1K

Event2026-03-31

Filed2026-04-28

APP

APPLOVIN CORP

-13.66%

Shares834

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

8.04%

Shares1.7K

Event2026-03-31

Filed2026-04-28

SHEL

SHELL PLC

-0.03%

Shares3.5K

Event2026-03-31

Filed2026-04-28

CRM

SALESFORCE INC

-11.59%

Shares1.7K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

-0.39%

Shares12.9K

Event2026-03-31

Filed2026-04-28

REALTY INCOME CORP

-3.54%

Shares5.2K

Event2026-03-31

Filed2026-04-28

CGDV

CAPITAL GROUP DIVIDEND VALUE

3.07%

Shares7.5K

Event2026-03-31

Filed2026-04-28

VHT

VANGUARD WORLD FD

-0.51%

Shares1.2K

Event2026-03-31

Filed2026-04-28

INOV

INNOVATOR ETFS TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

0.58%

Shares3.0K

Event2026-03-31

Filed2026-04-28

PAVE

GLOBAL X FDS

0.23%

Shares6.1K

Event2026-03-31

Filed2026-04-28

FORD MTR CO

3.79%

Shares27.0K

Event2026-03-31

Filed2026-04-28

DOMINION ENERGY INC

-4.01%

Shares5.0K

Event2026-03-31

Filed2026-04-28

IMAR

INNOVATOR ETFS TRUST

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-28

TORONTO DOMINION BK ONT

-5.96%

Shares3.3K

Event2026-03-31

Filed2026-04-28

ENB

ENBRIDGE INC

-1.29%

Shares5.7K

Event2026-03-31

Filed2026-04-28

EMXC

ISHARES INC

6.80%

Shares3.9K

Event2026-03-31

Filed2026-04-28

EAPR

INNOVATOR ETFS TRUST

-6.20%

Shares10.0K

Event2026-03-31

Filed2026-04-28

TLT

ISHARES TR

-8.45%

Shares3.4K

Event2026-03-31

Filed2026-04-28

PFE

PFIZER INC

-8.14%

Shares10.5K

Event2026-03-31

Filed2026-04-28

STIP

ISHARES TR

-0.84%

Shares2.9K

Event2026-03-31

Filed2026-04-28

PSA

PUBLIC STORAGE OPER CO

-14.01%

Shares1.1K

Event2026-03-31

Filed2026-04-28

APA CORPORATION

-97.30%

Shares6.8K

Event2026-03-31

Filed2026-04-28

JEPQ

J P MORGAN EXCHANGE TRADED F

-1.22%

Shares5.2K

Event2026-03-31

Filed2026-04-28

DFSV

DIMENSIONAL ETF TRUST

-4.58%

Shares8.1K

Event2026-03-31

Filed2026-04-28

VOOV

VANGUARD ADMIRAL FDS INC

0.14%

Shares1.4K

Event2026-03-31

Filed2026-04-28

DES

WISDOMTREE TR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-28

BSV

VANGUARD BD INDEX FDS

0.06%

Shares3.6K

Event2026-03-31

Filed2026-04-28

VXF

VANGUARD INDEX FDS

0.52%

Shares1.4K

Event2026-03-31

Filed2026-04-28

SUSB

ISHARES TR

3.89%

Shares11.0K

Event2026-03-31

Filed2026-04-28

DGRO

ISHARES TR

1.56%

Shares3.9K

Event2026-03-31

Filed2026-04-28

AZO

AUTOZONE INC

0.00%

Shares81

Event2026-03-31

Filed2026-04-28

TMFC

RBB FD INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-28

CWB

SPDR SERIES TRUST

-9.12%

Shares3.0K

Event2026-03-31

Filed2026-04-28

FTSD

FRANKLIN ETF TR

-1.45%

Shares3.0K

Event2026-03-31

Filed2026-04-28

COIN

COINBASE GLOBAL INC

-0.71%

Shares1.5K

Event2026-03-31

Filed2026-04-28

CMCSA

COMCAST CORP NEW

-94.08%

Shares9.3K

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD SCOTTSDALE FDS

0.41%

Shares3.2K

Event2026-03-31

Filed2026-04-28

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-28

MPC

MARATHON PETE CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

SCHW

SCHWAB CHARLES CORP

-31.59%

Shares2.7K

Event2026-03-31

Filed2026-04-28

LOW

LOWES COS INC

-6.78%

Shares1.1K

Event2026-03-31

Filed2026-04-28

NTAP

NETAPP INC

-4.60%

Shares2.5K

Event2026-03-31

Filed2026-04-28

EPD

ENTERPRISE PRODS PARTNERS L

0.08%

Shares6.6K

Event2026-03-31

Filed2026-04-28

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-28

IVE

ISHARES TR

-22.05%

Shares1.2K

Event2026-03-31

Filed2026-04-28

SCHE

SCHWAB STRATEGIC TR

New

Shares7.5K

Event2026-03-31

Filed2026-04-28

AVAV

AEROVIRONMENT INC

62.14%

Shares1.3K

Event2026-03-31

Filed2026-04-28

BMY

BRISTOL-MYERS SQUIBB CO

-4.30%

Shares4.0K

Event2026-03-31

Filed2026-04-28

BLACKSTONE INC

0.85%

Shares2.1K

Event2026-03-31

Filed2026-04-28

KFEB

INNOVATOR ETFS TRUST

New

Shares8.7K

Event2026-03-31

Filed2026-04-28

AVUV

AMERICAN CENTY ETF TR

-7.25%

Shares2.2K

Event2026-03-31

Filed2026-04-28

DON

WISDOMTREE TR

0.02%

Shares4.6K

Event2026-03-31

Filed2026-04-28

EJAN

INNOVATOR ETFS TRUST

New

Shares7.2K

Event2026-03-31

Filed2026-04-28

VNQ

VANGUARD INDEX FDS

-1.95%

Shares2.7K

Event2026-03-31

Filed2026-04-28

GDX

VANECK ETF TRUST

0.73%

Shares2.6K

Event2026-03-31

Filed2026-04-28

TER

TERADYNE INC

New

Shares805

Event2026-03-31

Filed2026-04-28

KJAN

INNOVATOR ETFS TRUST

-11.81%

Shares5.7K

Event2026-03-31

Filed2026-04-28

DVY

ISHARES TR

9.49%

Shares1.6K

Event2026-03-31

Filed2026-04-28

APH

AMPHENOL CORP

-4.45%

Shares1.9K

Event2026-03-31

Filed2026-04-28

CONSOLIDATED EDISON INC

-8.90%

Shares2.1K

Event2026-03-31

Filed2026-04-28

DISV

DIMENSIONAL ETF TRUST

-0.10%

Shares6.0K

Event2026-03-31

Filed2026-04-28

COF

CAPITAL ONE FINL CORP

-15.18%

Shares1.3K

Event2026-03-31

Filed2026-04-28

BINC

BLACKROCK ETF TRUST II

New

Shares4.5K

Event2026-03-31

Filed2026-04-28

PTF

INVESCO EXCHANGE TRADED FD T

-3.50%

Shares2.7K

Event2026-03-31

Filed2026-04-28

DGS

WISDOMTREE TR

-5.18%

Shares3.9K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-28

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-28

GOVT

ISHARES TR

10.52%

Shares10.1K

Event2026-03-31

Filed2026-04-28

REGN

REGENERON PHARMACEUTICALS

-0.33%

Shares300

Event2026-03-31

Filed2026-04-28

AEM

AGNICO EAGLE MINES LTD

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

VOE

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-03-31

Filed2026-04-28

DLS

WISDOMTREE TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

ROBO

EXCHANGE TRADED CONCEPTS TRU

New

Shares3.3K

Event2026-03-31

Filed2026-04-28

JACOBS SOLUTIONS INC

-95.72%

Shares1.8K

Event2026-03-31

Filed2026-04-28

LPLA

LPL FINL HLDGS INC

6.09%

Shares749

Event2026-03-31

Filed2026-04-28

UPS

UNITED PARCEL SVCS INC

-7.81%

Shares2.3K

Event2026-03-31

Filed2026-04-28

TSCO

TRACTOR SUPPLY CO

0.92%

Shares4.9K

Event2026-03-31

Filed2026-04-28

SLYV

SPDR SERIES TRUST

2.21%

Shares2.4K

Event2026-03-31

Filed2026-04-28

TXN

TEXAS INSTRS INC

-5.98%

Shares1.1K

Event2026-03-31

Filed2026-04-28

EES

WISDOMTREE TR

-22.73%

Shares3.8K

Event2026-03-31

Filed2026-04-28

RING

ISHARES INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

IBTG

ISHARES TR

-33.80%

Shares9.5K

Event2026-03-31

Filed2026-04-28

DUSB

DIMENSIONAL ETF TRUST

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-28

SCZ

ISHARES TR

-0.68%

Shares2.8K

Event2026-03-31

Filed2026-04-28

MBB

ISHARES TR

0.75%

Shares2.3K

Event2026-03-31

Filed2026-04-28

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-28

MDLZ

MONDELEZ INTL INC

0.03%

Shares3.7K

Event2026-03-31

Filed2026-04-28

BKNG

BOOKING HOLDINGS INC

-30.14%

Shares51

Event2026-03-31

Filed2026-04-28

SCHP

SCHWAB STRATEGIC TR

-0.30%

Shares8.0K

Event2026-03-31

Filed2026-04-28

AME

AMETEK INC

0.00%

Shares997

Event2026-03-31

Filed2026-04-28

CSX

CSX CORP

New

Shares5.2K

Event2026-03-31

Filed2026-04-28

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-28

FTSL

FIRST TR EXCHANGE-TRADED FD

-6.29%

Shares4.6K

Event2026-03-31

Filed2026-04-28

SPYI

NEOS ETF TRUST

-4.02%

Shares4.2K

Event2026-03-31

Filed2026-04-28

IBTH

ISHARES TR

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

New

Shares850

Event2026-03-31

Filed2026-04-28

VGIT

VANGUARD SCOTTSDALE FDS

-9.98%

Shares3.4K

Event2026-03-31

Filed2026-04-28

KDEC

INNOVATOR ETFS TRUST

New

Shares7.9K

Event2026-03-31

Filed2026-04-28

EFA

ISHARES TR

0.88%

Shares2.1K

Event2026-03-31

Filed2026-04-28

DFIP

DIMENSIONAL ETF TRUST

New

Shares4.8K

Event2026-03-31

Filed2026-04-28

VFL

ABRDN NATL MUN INCOME FD

0.60%

Shares19.4K

Event2026-03-31

Filed2026-04-28

SMB

VANECK ETF TRUST

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-28

JPC

NUVEEN PFD & INCOME OPPORTUN

0.68%

Shares24.3K

Event2026-03-31

Filed2026-04-28

NFJ

VIRTUS DIVIDEND INTEREST & P

New

Shares10.0K

Event2026-03-31

Filed2026-04-28

DSL

DOUBLELINE INCOME SOLUTIONS

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-28

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-28

LUMN

LUMEN TECHNOLOGIES INC

New

Shares11.6K

Event2026-03-31

Filed2026-04-28

LUNG

PULMONX CORP

New

Shares54.0K

Event2026-03-31

Filed2026-04-28

GEVO

GEVO INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-28

LXRX

LEXICON PHARMACEUTICALS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

UNH Call CallUNITEDHEALTH GROUP INC400 shares0.00%2026-03-312026-04-28

EFA Call CallISHARES TR900 shares0.00%2026-03-312026-04-28

ISHARES GOLD TR Call CallISHARES GOLD TR700 sharesnew addition2026-03-312026-04-28

WDC Call CallWESTERN DIGITAL CORP100 sharesnew addition2026-03-312026-04-28

PFE Call CallPFIZER INC400 sharesnew addition2026-03-312026-04-28

UNH Call

UNITEDHEALTH GROUP INC

0.00%

Shares400

Event2026-03-31

Filed2026-04-28

EFA Call

ISHARES TR

0.00%

Shares900

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR Call

ISHARES GOLD TR

New

Shares700

Event2026-03-31

Filed2026-04-28

WDC Call

WESTERN DIGITAL CORP

New

Shares100

Event2026-03-31

Filed2026-04-28

PFE Call

PFIZER INC

New

Shares400

Event2026-03-31

Filed2026-04-28

Put Option Holdings

VANGUARD INDEX FDS Put PutVANGUARD INDEX FDS2.2K shares-12.00%2026-03-312026-04-28

ALPHABET INC Put PutALPHABET INC1.4K sharesnew addition2026-03-312026-04-28

SPY Put PutSTATE STR SPDR S&P 500 ETF T600 sharesnew addition2026-03-312026-04-28

INVESCO QQQ TR Put PutINVESCO QQQ TR600 shares50.00%2026-03-312026-04-28

TSLA Put PutTESLA INC400 sharesnew addition2026-03-312026-04-28

JPM Put PutJPMORGAN CHASE & CO400 sharesnew addition2026-03-312026-04-28

VANGUARD INDEX FDS Put

VANGUARD INDEX FDS

-12.00%

Shares2.2K

Event2026-03-31

Filed2026-04-28

ALPHABET INC Put

ALPHABET INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-28

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares600

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR Put

INVESCO QQQ TR

50.00%

Shares600

Event2026-03-31

Filed2026-04-28

TSLA Put

TESLA INC

New

Shares400

Event2026-03-31

Filed2026-04-28

JPM Put

JPMORGAN CHASE & CO

New

Shares400

Event2026-03-31

Filed2026-04-28