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The Analysis of Beverly Hills Private Wealth, LLC's Holdings & P&L

Currently, Beverly Hills Private Wealth, LLC holds 343 types of securities in its portfolio with a total value $599.7M. In the most recent quarter, they have increased their positions in TFSL (+326.8K shares, valued at $4.6M), V (+11.8K shares, valued at $3.6M), JMTG (+61.9K shares, valued at $3.2M); decreased their positions in GBIL (-36.6K shares, valued at $3.7M), KLAC (-1.3K shares, valued at $1.9M), N/A (-3.9K shares, valued at $1.9M); initiated new positions in TFSL (+326.8K shares, valued at $4.6M), N/A (+58.2K shares, valued at $2.9M), MUC (+251.7K shares, valued at $2.6M).

1M P&L

+9.0M+1.64%

3M P&L

+12.4M+2.28%

HY P&L

+52.2M+10.40%

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/A125.8M

23.3%

2Semiconductors30.7M

5.7%

3Consumer Electronics25.4M

4.7%

Top Industries by Stock Count

1N/A68 stocks

22.0%

2Banks - Diversified11 stocks

3.6%

3Semiconductors10 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC100.2K shares-1.56%2026-03-312026-05-04

MSFT MICROSOFT CORP49.0K shares7.75%2026-03-312026-05-04

NVDA NVIDIA CORPORATION86.4K shares-5.03%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO46.4K shares-9.09%2026-03-312026-05-04

AMZN AMAZON COM INC65.1K shares8.28%2026-03-312026-05-04

VGIT VANGUARD SCOTTSDALE FDS198.2K shares8.38%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP117.4K shares12.30%2026-03-312026-05-04

META META PLATFORMS INC17.6K shares29.85%2026-03-312026-05-04

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC28.9K shares0.89%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS163.7K shares-1.03%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC190.3K shares14.66%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.9K shares-16.57%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC57.1K shares-2.90%2026-03-312026-05-04

CBL CBL & ASSOC PPTYS INC227.2K shares9.67%2026-03-312026-05-04

V VISA INC27.3K shares75.92%2026-03-312026-05-04

JMTG J P MORGAN EXCHANGE TRADED F149.8K shares70.48%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC24.0K shares-0.09%2026-03-312026-05-04

BROADCOM INC BROADCOM INC21.4K shares-8.64%2026-03-312026-05-04

GDX VANECK ETF TRUST71.9K shares19.20%2026-03-312026-05-04

SIL GLOBAL X FDS72.4K shares79.31%2026-03-312026-05-04

JAAA JANUS DETROIT STR TR129.5K shares8.39%2026-03-312026-05-04

KR KROGER CO89.6K shares30.77%2026-03-312026-05-04

PEP PEPSICO INC40.5K shares8.04%2026-03-312026-05-04

GNMA ISHARES TR139.1K shares15.07%2026-03-312026-05-04

Sponsored

CVX CHEVRON CORPORATION28.1K shares13.22%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY19.6K shares6.70%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON23.0K shares-2.24%2026-03-312026-05-04

ALX ALEXANDERS INC23.7K shares16.87%2026-03-312026-05-04

MGM MGM RESORTS INTERNATIONAL149.0K shares13.10%2026-03-312026-05-04

ALPHABET INC ALPHABET INC19.0K shares4.40%2026-03-312026-05-04

BTT BLACKROCK MUN TARGET TERM TR228.1K shares41.71%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC17.7K shares82.87%2026-03-312026-05-04

Sponsored

GDXJ VANECK ETF TRUST38.7K shares53.01%2026-03-312026-05-04

TFSL TFS FINL CORP326.8K sharesnew addition2026-03-312026-05-04

SF STIFEL FINL CORP61.4K shares80.05%2026-03-312026-05-04

XOM EXXON MOBIL CORP25.6K shares-5.32%2026-03-312026-05-04

EDV VANGUARD WORLD FD66.6K shares26.62%2026-03-312026-05-04

CMCSA COMCAST CORP NEW150.1K shares21.13%2026-03-312026-05-04

AER AERCAP HOLDINGS NV30.5K shares7.01%2026-03-312026-05-04

ACI ALBERTSONS COS INC241.4K shares1.55%2026-03-312026-05-04

Sponsored

VMBS VANGUARD SCOTTSDALE FDS87.5K shares-6.28%2026-03-312026-05-04

IVV ISHARES TR6.2K shares2.89%2026-03-312026-05-04

SU SUNCOR ENERGY INC NEW60.7K shares-19.55%2026-03-312026-05-04

CB CHUBB LTD SWITZ12.3K shares193.79%2026-03-312026-05-04

CSCO CISCO SYS INC50.8K shares5.95%2026-03-312026-05-04

SW SMURFIT WESTROCK PLC96.8K shares9.11%2026-03-312026-05-04

DTF DTF TAX-FREE INCOME 2028 TER336.3K shares8.99%2026-03-312026-05-04

CLIP GLOBAL X FDS38.2K shares72.22%2026-03-312026-05-04

Sponsored

EP-PC EL PASO ENERGY CAP TR I69.8K shares-13.86%2026-03-312026-05-04

MCD MCDONALDS CORP10.9K shares-6.71%2026-03-312026-05-04

GLW CORNING INC25.0K shares-25.80%2026-03-312026-05-04

ET ENERGY TRANSFER L P173.4K shares0.42%2026-03-312026-05-04

CVE CENOVUS ENERGY INC123.9K shares-24.72%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC3.4K shares-7.47%2026-03-312026-05-04

LOW LOWES COS INC13.6K shares-9.41%2026-03-312026-05-04

BDX BECTON DICKINSON & CO19.3K shares42.36%2026-03-312026-05-04

Sponsored

RING ISHARES INC38.3K shares0.07%2026-03-312026-05-04

NSC NORFOLK SOUTHN CORP10.1K shares2.03%2026-03-312026-05-04

MORGAN STANLEY ETF TRUST MORGAN STANLEY ETF TRUST58.2K sharesnew addition2026-03-312026-05-04

KYN KAYNE ANDERSON ENERGY INFRST192.1K shares-1.13%2026-03-312026-05-04

BABA ALIBABA GROUP HLDG LTD21.8K shares14.02%2026-03-312026-05-04

ABBV ABBVIE INC12.5K shares-6.89%2026-03-312026-05-04

PHG KONINKLIJKE PHILIPS N V99.0K shares14.24%2026-03-312026-05-04

MUC BLACKROCK MUNIHLDNGS CALI251.7K sharesnew addition2026-03-312026-05-04

Sponsored

WMT WALMART INC20.7K shares-24.25%2026-03-312026-05-04

TXN TEXAS INSTRS INC13.2K shares-22.54%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP3.7K shares-13.85%2026-03-312026-05-04

GFR GREENFIRE RES LTD NEW373.3K shares370.59%2026-03-312026-05-04

D DOMINION ENERGY INC37.9K shares21.59%2026-03-312026-05-04

GSK PLC GSK PLC42.4K shares8.74%2026-03-312026-05-04

EPR-PE EPR PPTYS76.2K shares42.60%2026-03-312026-05-04

AMAT APPLIED MATLS INC6.6K shares-3.40%2026-03-312026-05-04

Sponsored

BK BANK NEW YORK MELLON CORP19.0K shares2.75%2026-03-312026-05-04

GBIL GOLDMAN SACHS ETF TR22.3K shares-62.14%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-04

LINDE PLC LINDE PLC4.2K shares-13.01%2026-03-312026-05-04

AVB AVALONBAY CMNTYS INC12.7K shares952.40%2026-03-312026-05-04

CRC CALIFORNIA RES CORP29.5K sharesnew addition2026-03-312026-05-04

NEE NEXTERA ENERGY INC21.9K shares-4.82%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO6.7K shares-7.31%2026-03-312026-05-04

Sponsored

APARTMENT INVT & MGMT CO APARTMENT INVT & MGMT CO497.1K shares52.89%2026-03-312026-05-04

OPY OPPENHEIMER HLDGS INC22.7K shares16.64%2026-03-312026-05-04

APD AIR PRODUCTS AND CHEMICALS I6.9K shares-11.95%2026-03-312026-05-04

MA MASTERCARD INCORPORATED3.9K shares-6.28%2026-03-312026-05-04

SCHR SCHWAB STRATEGIC TR78.0K shares55.05%2026-03-312026-05-04

PGR PROGRESSIVE CORP9.8K shares-2.99%2026-03-312026-05-04

CMI CUMMINS INC3.5K shares235.86%2026-03-312026-05-04

FAST FASTENAL CO41.0K shares-13.33%2026-03-312026-05-04

Sponsored

NVO NOVO-NORDISK A S50.3K shares9.68%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC4.2K shares-7.59%2026-03-312026-05-04

SBUX STARBUCKS CORP20.2K shares4.84%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC5.0K shares-5.38%2026-03-312026-05-04

TJX TJX COS INC NEW11.2K shares-12.36%2026-03-312026-05-04

APH AMPHENOL CORP14.2K shares-10.43%2026-03-312026-05-04

TE CONNECTIVITY PLC TE CONNECTIVITY PLC8.5K shares-11.43%2026-03-312026-05-04

MO ALTRIA GROUP INC27.0K shares-9.11%2026-03-312026-05-04

Sponsored

CAT CATERPILLAR INC2.4K shares7.70%2026-03-312026-05-04

WEC ENERGY GROUP INC WEC ENERGY GROUP INC14.9K shares-13.37%2026-03-312026-05-04

HP INC HP INC89.5K shares-3.41%2026-03-312026-05-04

PKG PACKAGING CORP AMER8.0K shares12.23%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC13.9K shares142.90%2026-03-312026-05-04

KIM-PN KIMCO REALTY CORP26.1K shares103.09%2026-03-312026-05-04

NBXG NEUBERGER NEXT GENERATION119.3K shares1.58%2026-03-312026-05-04

HON HONEYWELL INTL INC6.7K shares20.39%2026-03-312026-05-04

Sponsored

DELL DELL TECHNOLOGIES INC9.2K shares123.42%2026-03-312026-05-04

EMBJ EMBRAER S.A.25.5K shares-2.65%2026-03-312026-05-04

PLD PROLOGIS INC.11.3K shares-10.10%2026-03-312026-05-04

T AT&T INC50.1K shares-0.73%2026-03-312026-05-04

QSR RESTAURANT BRANDS INTL INC18.9K shares245.00%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC3.3K shares-3.79%2026-03-312026-05-04

CINF CINCINNATI FINL CORP8.5K shares-5.76%2026-03-312026-05-04

MAR MARRIOTT INTL INC NEW4.0K shares8.17%2026-03-312026-05-04

Sponsored

PYPL PAYPAL HLDGS INC28.7K shares1.07%2026-03-312026-05-04

BAC BANK AMERICA CORP25.9K shares-5.78%2026-03-312026-05-04

ABT ABBOTT LABORATORIES12.2K shares-10.51%2026-03-312026-05-04

MCK MCKESSON CORP1.4K shares-8.78%2026-03-312026-05-04

MPC MARATHON PETE CORP5.1K shares-23.41%2026-03-312026-05-04

PAYX PAYCHEX INC13.1K shares-6.82%2026-03-312026-05-04

NVS NOVARTIS AG7.9K shares-3.32%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC6.6K shares-1.44%2026-03-312026-05-04

Sponsored

PCAR PACCAR INC9.7K shares-51.21%2026-03-312026-05-04

MS MORGAN STANLEY6.7K shares-21.30%2026-03-312026-05-04

FTAI AVIATION LTD FTAI AVIATION LTD4.5K shares-14.94%2026-03-312026-05-04

LLY ELI LILLY & CO1.1K shares-14.09%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.0K shares19.04%2026-03-312026-05-04

IEFA ISHARES TR10.7K shares3.42%2026-03-312026-05-04

TOTALENERGIES SE TOTALENERGIES SE10.6K sharesnew addition2026-03-312026-05-04

UNP UNION PAC CORP4.0K shares-0.82%2026-03-312026-05-04

Sponsored

DFAI DIMENSIONAL ETF TRUST24.2K shares-2.03%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L24.9K shares-9.50%2026-03-312026-05-04

ENB ENBRIDGE INC16.7K shares-4.72%2026-03-312026-05-04

WWD WOODWARD INC2.5K shares-4.12%2026-03-312026-05-04

NFLX NETFLIX INC.9.2K shares1465.42%2026-03-312026-05-04

AON PLC AON PLC2.7K shares12.92%2026-03-312026-05-04

AMT AMERICAN TOWER CORP5.1K shares-3.42%2026-03-312026-05-04

STEW SRH TOTAL RETURN FUND INC50.8K shares85.14%2026-03-312026-05-04

Sponsored

AMGN AMGEN INC2.5K shares24.23%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC14.9K shares-14.12%2026-03-312026-05-04

ADI ANALOG DEVICES INC2.7K shares1.10%2026-03-312026-05-04

SPGI S&P GLOBAL INC2.0K shares-8.74%2026-03-312026-05-04

CF CF INDUSTRIES HOLD6.4K shares-2.20%2026-03-312026-05-04

IEF ISHARES TR8.6K sharesnew addition2026-03-312026-05-04

ARCC ARES CAPITAL CORP45.4K shares-10.18%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS3.4K shares-7.16%2026-03-312026-05-04

Sponsored

SPE-PC SPECIAL OPPORTUNITIES FD INC31.9K sharesnew addition2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC5.4K shares-44.24%2026-03-312026-05-04

DHR DANAHER CORP DEL4.0K shares17.56%2026-03-312026-05-04

RTX RTX CORPORATION3.9K shares-30.91%2026-03-312026-05-04

CROWN CASTLE INC CROWN CASTLE INC9.2K shares-9.44%2026-03-312026-05-04

CLOX SERIES PORTFOLIOS TR28.4K sharesnew addition2026-03-312026-05-04

SNY SANOFI SA14.9K shares9.53%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION709 shares-21.83%2026-03-312026-05-04

Sponsored

INTU INTUIT1.6K shares-1.57%2026-03-312026-05-04

ARES ARES MANAGEMENT CORPORATION6.4K shares21.39%2026-03-312026-05-04

AROC ARCHROCK INC20.1K shares-19.05%2026-03-312026-05-04

MOG.A MOOG INC2.4K shares-10.59%2026-03-312026-05-04

SHEL SHELL PLC7.4K shares-2.04%2026-03-312026-05-04

CCAP CRESCENT CAP BDC INC54.7K sharesnew addition2026-03-312026-05-04

JMST J P MORGAN EXCHANGE TRADED F12.8K shares78.79%2026-03-312026-05-04

NDAQ NASDAQ INC7.6K sharesnew addition2026-03-312026-05-04

Sponsored

IWF ISHARES TR1.5K shares-0.46%2026-03-312026-05-04

HPE HEWLETT PACKARD ENTERPRISE C27.0K shares11.56%2026-03-312026-05-04

QCOM QUALCOMM INC4.9K shares-11.43%2026-03-312026-05-04

DEO DIAGEO PLC8.5K shares-48.66%2026-03-312026-05-04

BTI BRITISH AMERN TOB PLC10.7K shares5.29%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC5.5K shares14.24%2026-03-312026-05-04

ZTS ZOETIS INC5.1K shares4.73%2026-03-312026-05-04

ORCL ORACLE CORP4.0K shares-11.85%2026-03-312026-05-04

Sponsored

SHOP SHOPIFY INC4.9K shares-5.99%2026-03-312026-05-04

VST VISTRA CORP3.8K shares-4.38%2026-03-312026-05-04

R RYDER SYS INC2.8K shares-13.33%2026-03-312026-05-04

CVS CVS HEALTH CORP7.9K shares4.99%2026-03-312026-05-04

HII HUNTINGTON INGALLS INDS INC1.4K shares-1.54%2026-03-312026-05-04

TRP TC ENERGY CORP8.5K shares-6.66%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP879 shares-4.87%2026-03-312026-05-04

TDY TELEDYNE TECHNOLOGIES INC874 shares-5.82%2026-03-312026-05-04

Sponsored

INVESCO QQQ TR INVESCO QQQ TR910 shares-6.95%2026-03-312026-05-04

ETR ENTERGY CORP NEW4.6K shares-9.85%2026-03-312026-05-04

FORM FORMFACTOR INC5.4K sharesnew addition2026-03-312026-05-04

GOVZ ISHARES TR56.5K shares44.03%2026-03-312026-05-04

HD HOME DEPOT INC1.6K shares2.02%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T792 shares1.28%2026-03-312026-05-04

UBS UBS GROUP AG13.0K shares-60.49%2026-03-312026-05-04

IBB ISHARES TR3.0K shares0.00%2026-03-312026-05-04

Sponsored

TSLA TESLA INC1.3K shares168.94%2026-03-312026-05-04

DWX SPDR INDEX SHS FDS10.9K shares-3.43%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE1.8K shares13.55%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC3.8K shares5.08%2026-03-312026-05-04

NATIONAL GRID PLC NATIONAL GRID PLC5.8K shares-8.12%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC1.6K shares-5.41%2026-03-312026-05-04

VIV TELEFONICA BRASIL SA30.1K shares-12.73%2026-03-312026-05-04

UNILEVER PLC UNILEVER PLC8.4K sharesnew addition2026-03-312026-05-04

Sponsored

MFC MANULIFE FINL CORP13.8K shares-3.63%2026-03-312026-05-04

CBRE CBRE GROUP INC3.5K shares-23.22%2026-03-312026-05-04

SNOW SNOWFLAKE INC3.1K shares6.92%2026-03-312026-05-04

RGA REINSURANCE GROUP AMER INC2.3K shares-8.65%2026-03-312026-05-04

IEUR ISHARES TR6.7K shares-13.79%2026-03-312026-05-04

RJF RAYMOND JAMES FINL INC3.2K shares-3.83%2026-03-312026-05-04

SNA SNAP ON INC1.3K shares-4.42%2026-03-312026-05-04

GLD SPDR GOLD TR1.1K shares0.47%2026-03-312026-05-04

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.4K shares-6.16%2026-03-312026-05-04

PFE PFIZER INC16.3K shares-41.82%2026-03-312026-05-04

CCEP COCA-COLA EUROPACIFIC PARTNE5.0K shares-3.81%2026-03-312026-05-04

RY ROYAL BK CDA2.8K shares-7.14%2026-03-312026-05-04

FCFS FIRSTCASH HOLDINGS INC2.4K shares-1.07%2026-03-312026-05-04

ROST ROSS STORES INC2.1K shares2.83%2026-03-312026-05-04

GATX GATX CORP2.6K shares-15.32%2026-03-312026-05-04

MPWR MONOLITHIC PWR SYS INC409 shares-27.22%2026-03-312026-05-04

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.6.9K shares51.28%2026-03-312026-05-04

INDA ISHARES TR9.4K shares0.00%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO7.1K shares30.99%2026-03-312026-05-04

HAS HASBRO INC4.6K shares12.01%2026-03-312026-05-04

GVA GRANITE CONSTR INC3.6K shares0.00%2026-03-312026-05-04

CRUS CIRRUS LOGIC INC2.9K shares-4.85%2026-03-312026-05-04

MET METLIFE INC5.9K shares-8.72%2026-03-312026-05-04

BARRICK MNG CORP BARRICK MNG CORP10.1K shares-6.35%2026-03-312026-05-04

Sponsored

IVE ISHARES TR1.9K shares22.95%2026-03-312026-05-04

NWS NEWS CORP NEW14.3K shares-81.12%2026-03-312026-05-04

DIS DISNEY WALT CO4.2K shares24.84%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST7.0K shares0.62%2026-03-312026-05-04

IRM IRON MTN INC DEL4.0K shares-4.63%2026-03-312026-05-04

DVA DAVITA INC2.6K shares31.34%2026-03-312026-05-04

VMI VALMONT INDS INC987 shares-3.52%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC4.5K shares-1.91%2026-03-312026-05-04

Sponsored

IEMG ISHARES INC5.6K shares7.94%2026-03-312026-05-04

KLAC KLA CORP256 shares-83.65%2026-03-312026-05-04

MSCI MSCI INC689 shares0.00%2026-03-312026-05-04

TAK TAKEDA PHARMACEUTICAL CO LTD20.0K shares-8.26%2026-03-312026-05-04

COP CONOCOPHILLIPS2.8K shares-2.79%2026-03-312026-05-04

RSG REPUBLIC SVCS INC1.6K shares-6.06%2026-03-312026-05-04

HXL HEXCEL CORP NEW4.4K shares-5.11%2026-03-312026-05-04

CM CANADIAN IMPERIAL BANK OF CO3.7K shares-19.07%2026-03-312026-05-04

Sponsored

FTS FORTIS INC6.3K shares-14.89%2026-03-312026-05-04

VTV VANGUARD INDEX FDS1.8K shares20.16%2026-03-312026-05-04

OKE ONEOK INC NEW3.9K sharesnew addition2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares-0.20%2026-03-312026-05-04

MPLX MPLX LP6.1K sharesnew addition2026-03-312026-05-04

BWA BORGWARNER INC6.4K shares-4.59%2026-03-312026-05-04

MELI MERCADOLIBRE INC200 shares-33.77%2026-03-312026-05-04

ENVX ENOVIX CORPORATION66.3K shares-10.37%2026-03-312026-05-04

Sponsored

AMCOR PLC AMCOR PLC8.6K sharesnew addition2026-03-312026-05-04

HLI HOULIHAN LOKEY INC2.4K shares-16.92%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.6K shares-8.02%2026-03-312026-05-04

KO COCA COLA CO4.5K shares-6.09%2026-03-312026-05-04

IVW ISHARES TR3.0K shares-6.59%2026-03-312026-05-04

SMFG SUMITOMO MITSUI FIN GRP INC17.2K shares-6.08%2026-03-312026-05-04

EFV ISHARES TR4.6K shares-14.91%2026-03-312026-05-04

WBS WEBSTER FINL CORP4.9K shares-4.90%2026-03-312026-05-04

Sponsored

NI NISOURCE INC7.2K shares-10.89%2026-03-312026-05-04

MBB ISHARES TR3.5K shares-9.00%2026-03-312026-05-04

ALB ALBEMARLE CORP1.8K sharesnew addition2026-03-312026-05-04

DRI DARDEN RESTAURANTS INC1.7K shares-5.19%2026-03-312026-05-04

BBVA BANCO BILBAO VIZCAYA ARGENTA15.1K shares-11.82%2026-03-312026-05-04

MDU MDU RES GROUP INC15.7K sharesnew addition2026-03-312026-05-04

HOLX HOLOGIC INC4.3K shares-9.92%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL9.5K shares-8.52%2026-03-312026-05-04

Sponsored

FQAL FIDELITY COVINGTON TRUST4.4K shares-3.29%2026-03-312026-05-04

NTR NUTRIEN LTD4.2K shares6.99%2026-03-312026-05-04

SYK STRYKER CORPORATION962 shares-7.05%2026-03-312026-05-04

MSM MSC INDL DIRECT INC3.4K shares-4.62%2026-03-312026-05-04

AVIG AMERICAN CENTY ETF TR7.6K sharesnew addition2026-03-312026-05-04

ARW ARROW ELECTRS INC2.2K shares-5.74%2026-03-312026-05-04

MUFG MITSUBISHI UFJ FINANCIAL GRO18.4K shares-9.77%2026-03-312026-05-04

AOS SMITH A O CORP4.7K shares-8.47%2026-03-312026-05-04

Sponsored

GEV GE VERNOVA INC350 shares-6.17%2026-03-312026-05-04

USB US BANCORP5.9K shares-5.71%2026-03-312026-05-04

ON ON SEMICONDUCTOR CORP4.9K shares-3.12%2026-03-312026-05-04

PBA PEMBINA PIPELINE CORP6.7K shares28.88%2026-03-312026-05-04

BMO BANK MONTREAL MEDIUM2.2K shares-33.20%2026-03-312026-05-04

ASML ASML HLDG NV224 sharesnew addition2026-03-312026-05-04

FLMI FRANKLIN TEMPLETON ETF TR11.8K shares-3.30%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR3.6K shares-7.59%2026-03-312026-05-04

Sponsored

EME EMCOR GROUP INC389 sharesnew addition2026-03-312026-05-04

SHY ISHARES TR3.4K shares-44.10%2026-03-312026-05-04

CXH MFS INVT GRADE MUN TR35.3K sharesnew addition2026-03-312026-05-04

MWA MUELLER WTR PRODS INC10.3K shares0.00%2026-03-312026-05-04

CME CME GROUP INC953 shares22.18%2026-03-312026-05-04

GFI GOLD FIELDS LTD6.1K shares-14.75%2026-03-312026-05-04

KMB KIMBERLY-CLARK CORP2.9K shares-15.27%2026-03-312026-05-04

MIDD MIDDLEBY CORP2.1K shares-10.41%2026-03-312026-05-04

Sponsored

PDI PIMCO DYNAMIC INCOME FD16.0K shares-11.33%2026-03-312026-05-04

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-05-04

HSY HERSHEY CO1.3K shares-16.30%2026-03-312026-05-04

PG PROCTER & GAMBLE CO1.9K shares-39.18%2026-03-312026-05-04

DHI D R HORTON INC2.0K shares-13.01%2026-03-312026-05-04

QUAL ISHARES TR1.4K shares-34.89%2026-03-312026-05-04

WTFC WINTRUST FINL CORP1.9K shares-5.57%2026-03-312026-05-04

BVN COMPANIA DE MINAS BUENAVENTU7.3K shares-18.54%2026-03-312026-05-04

Sponsored

RDNT RADNET INC4.7K shares0.00%2026-03-312026-05-04

TM TOYOTA MOTOR CORP1.3K shares-30.88%2026-03-312026-05-04

CRL CHARLES RIV LABS INTL INC1.5K shares-0.46%2026-03-312026-05-04

CACI CACI INTL INC476 sharesnew addition2026-03-312026-05-04

EQNR EQUINOR ASA6.1K sharesnew addition2026-03-312026-05-04

AKAM AKAMAI TECHNOLOGIES INC2.2K sharesnew addition2026-03-312026-05-04

EWBC EAST WEST BANCORP INC2.4K shares-5.51%2026-03-312026-05-04

TFC TRUIST FINL CORP5.6K shares-9.70%2026-03-312026-05-04

Sponsored

VICI VICI PPTYS INC9.2K shares-5.23%2026-03-312026-05-04

THE ALGER ETF TRUST THE ALGER ETF TRUST8.0K shares-11.54%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS5.5K shares0.00%2026-03-312026-05-04

IYW ISHARES TR1.4K shares0.00%2026-03-312026-05-04

INTC INTEL CORP5.4K sharesnew addition2026-03-312026-05-04

HMY HARMONY GOLD MNG LTD15.2K shares-17.71%2026-03-312026-05-04

SON SONOCO PRODS CO4.3K sharesnew addition2026-03-312026-05-04

CBT CABOT CORP3.1K shares-10.40%2026-03-312026-05-04

Sponsored

PAA PLAINS ALL AMERN PIPELINE L10.4K shares0.00%2026-03-312026-05-04

NTAP NETAPP INC2.3K shares-10.12%2026-03-312026-05-04

QIAGEN NV QIAGEN NV5.7K sharesnew addition2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR9.4K shares12.23%2026-03-312026-05-04

TPZ TORTOISE CAPITAL SERIES TRUS10.3K shares0.00%2026-03-312026-05-04

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F2.4K shares1.96%2026-03-312026-05-04

CGMS CAPITAL GRP FIXED INCM ETF T8.2K sharesnew addition2026-03-312026-05-04

BIO BIO RAD LABS INC803 shares-7.49%2026-03-312026-05-04

Sponsored

BOX BOX INC9.4K shares-8.31%2026-03-312026-05-04

CYD CHINA YUCHAI INTL LTD5.6K shares-16.36%2026-03-312026-05-04

BCS BARCLAYS PLC10.2K shares-16.71%2026-03-312026-05-04

BOTZ GLOBAL X FDS6.4K shares-22.27%2026-03-312026-05-04

IUSB ISHARES TR4.6K shares-7.48%2026-03-312026-05-04

WEX WEX INC1.4K shares-2.33%2026-03-312026-05-04

LYG LLOYDS BANKING GROUP PLC41.7K shares-29.44%2026-03-312026-05-04

LAZARD INC LAZARD INC4.9K shares-7.73%2026-03-312026-05-04

Sponsored

CDP COPT DEFENSE PROPERTIES6.8K shares-8.27%2026-03-312026-05-04

FLCA FRANKLIN TEMPLETON ETF TR4.3K shares-8.19%2026-03-312026-05-04

EMN EASTMAN CHEM CO2.7K sharesnew addition2026-03-312026-05-04

SDY SPDR SERIES TRUST1.4K shares-11.33%2026-03-312026-05-04

VV VANGUARD INDEX FDS683 sharesnew addition2026-03-312026-05-04

VDC VANGUARD WORLD FD905 sharesnew addition2026-03-312026-05-04

SBAC SBA COMMUNICATIONS CORP1.2K shares8.25%2026-03-312026-05-04

TLH ISHARES TR2.0K sharesnew addition2026-03-312026-05-04

Sponsored

BSM BLACK STONE MINERALS L P13.1K sharesnew addition2026-03-312026-05-04

SBSW SIBANYE STILLWATER LTD15.3K shares-20.21%2026-03-312026-05-04

VNET VNET GROUP INC20.6K shares-10.09%2026-03-312026-05-04

CX CEMEX SA EURO MTN BE 144A14.9K shares-21.80%2026-03-312026-05-04

ZTR VIRTUS TOTAL RETURN FD INC24.4K shares-70.76%2026-03-312026-05-04

ERII ENERGY RECOVERY INC15.1K shares0.00%2026-03-312026-05-04

KEP KOREA ELEC PWR CORP10.7K shares-17.54%2026-03-312026-05-04

TU TELUS CORPORATION11.3K shares1.75%2026-03-312026-05-04

Sponsored

VLRS CONTROLADORA VUELA COMP DE A16.0K sharesnew addition2026-03-312026-05-04

AVTR AVANTOR INC14.2K shares1.03%2026-03-312026-05-04

SRG SERITAGE GROWTH PPTYS17.0K shares0.00%2026-03-312026-05-04

WOOF PETCO HEALTH & WELLNESS CO I10.2K shares0.00%2026-03-312026-05-04

BHR BRAEMAR HOTELS & RESORTS INC11.1K shares0.00%2026-03-312026-05-04

LCTX LINEAGE CELL THERAPEUTICS IN10.0K shares0.00%2026-03-312026-05-04

PFF ISHARES TR111 sharesnew addition2026-03-312026-05-04

AAPL

APPLE INC

-1.56%

Shares100.2K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

7.75%

Shares49.0K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-5.03%

Shares86.4K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-9.09%

Shares46.4K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

8.28%

Shares65.1K

Event2026-03-31

Filed2026-05-04

VGIT

VANGUARD SCOTTSDALE FDS

8.38%

Shares198.2K

Event2026-03-31

Filed2026-05-04

SCHW

SCHWAB CHARLES CORP

12.30%

Shares117.4K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

29.85%

Shares17.6K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.89%

Shares28.9K

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SCOTTSDALE FDS

-1.03%

Shares163.7K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

14.66%

Shares190.3K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-16.57%

Shares19.9K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

-2.90%

Shares57.1K

Event2026-03-31

Filed2026-05-04

CBL

CBL & ASSOC PPTYS INC

9.67%

Shares227.2K

Event2026-03-31

Filed2026-05-04

VISA INC

75.92%

Shares27.3K

Event2026-03-31

Filed2026-05-04

JMTG

J P MORGAN EXCHANGE TRADED F

70.48%

Shares149.8K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-0.09%

Shares24.0K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-8.64%

Shares21.4K

Event2026-03-31

Filed2026-05-04

GDX

VANECK ETF TRUST

19.20%

Shares71.9K

Event2026-03-31

Filed2026-05-04

SIL

GLOBAL X FDS

79.31%

Shares72.4K

Event2026-03-31

Filed2026-05-04

JAAA

JANUS DETROIT STR TR

8.39%

Shares129.5K

Event2026-03-31

Filed2026-05-04

KROGER CO

30.77%

Shares89.6K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

8.04%

Shares40.5K

Event2026-03-31

Filed2026-05-04

GNMA

ISHARES TR

15.07%

Shares139.1K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

13.22%

Shares28.1K

Event2026-03-31

Filed2026-05-04

ELV

ELEVANCE HEALTH INC FORMERLY

6.70%

Shares19.6K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-2.24%

Shares23.0K

Event2026-03-31

Filed2026-05-04

ALX

ALEXANDERS INC

16.87%

Shares23.7K

Event2026-03-31

Filed2026-05-04

MGM

MGM RESORTS INTERNATIONAL

13.10%

Shares149.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

4.40%

Shares19.0K

Event2026-03-31

Filed2026-05-04

BTT

BLACKROCK MUN TARGET TERM TR

41.71%

Shares228.1K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

82.87%

Shares17.7K

Event2026-03-31

Filed2026-05-04

GDXJ

VANECK ETF TRUST

53.01%

Shares38.7K

Event2026-03-31

Filed2026-05-04

TFSL

TFS FINL CORP

New

Shares326.8K

Event2026-03-31

Filed2026-05-04

STIFEL FINL CORP

80.05%

Shares61.4K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-5.32%

Shares25.6K

Event2026-03-31

Filed2026-05-04

EDV

VANGUARD WORLD FD

26.62%

Shares66.6K

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

21.13%

Shares150.1K

Event2026-03-31

Filed2026-05-04

AER

AERCAP HOLDINGS NV

7.01%

Shares30.5K

Event2026-03-31

Filed2026-05-04

ACI

ALBERTSONS COS INC

1.55%

Shares241.4K

Event2026-03-31

Filed2026-05-04

VMBS

VANGUARD SCOTTSDALE FDS

-6.28%

Shares87.5K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

2.89%

Shares6.2K

Event2026-03-31

Filed2026-05-04

SUNCOR ENERGY INC NEW

-19.55%

Shares60.7K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

193.79%

Shares12.3K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

5.95%

Shares50.8K

Event2026-03-31

Filed2026-05-04

SMURFIT WESTROCK PLC

9.11%

Shares96.8K

Event2026-03-31

Filed2026-05-04

DTF

DTF TAX-FREE INCOME 2028 TER

8.99%

Shares336.3K

Event2026-03-31

Filed2026-05-04

CLIP

GLOBAL X FDS

72.22%

Shares38.2K

Event2026-03-31

Filed2026-05-04

EP-PC

EL PASO ENERGY CAP TR I

-13.86%

Shares69.8K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

-6.71%

Shares10.9K

Event2026-03-31

Filed2026-05-04

GLW

CORNING INC

-25.80%

Shares25.0K

Event2026-03-31

Filed2026-05-04

ENERGY TRANSFER L P

0.42%

Shares173.4K

Event2026-03-31

Filed2026-05-04

CVE

CENOVUS ENERGY INC

-24.72%

Shares123.9K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

-7.47%

Shares3.4K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

-9.41%

Shares13.6K

Event2026-03-31

Filed2026-05-04

BDX

BECTON DICKINSON & CO

42.36%

Shares19.3K

Event2026-03-31

Filed2026-05-04

RING

ISHARES INC

0.07%

Shares38.3K

Event2026-03-31

Filed2026-05-04

NSC

NORFOLK SOUTHN CORP

2.03%

Shares10.1K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY ETF TRUST

New

Shares58.2K

Event2026-03-31

Filed2026-05-04

KYN

KAYNE ANDERSON ENERGY INFRST

-1.13%

Shares192.1K

Event2026-03-31

Filed2026-05-04

BABA

ALIBABA GROUP HLDG LTD

14.02%

Shares21.8K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

-6.89%

Shares12.5K

Event2026-03-31

Filed2026-05-04

PHG

KONINKLIJKE PHILIPS N V

14.24%

Shares99.0K

Event2026-03-31

Filed2026-05-04

MUC

BLACKROCK MUNIHLDNGS CALI

New

Shares251.7K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-24.25%

Shares20.7K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

-22.54%

Shares13.2K

Event2026-03-31

Filed2026-05-04

NOC

NORTHROP GRUMMAN CORP

-13.85%

Shares3.7K

Event2026-03-31

Filed2026-05-04

GFR

GREENFIRE RES LTD NEW

370.59%

Shares373.3K

Event2026-03-31

Filed2026-05-04

DOMINION ENERGY INC

21.59%

Shares37.9K

Event2026-03-31

Filed2026-05-04

GSK PLC

8.74%

Shares42.4K

Event2026-03-31

Filed2026-05-04

EPR-PE

EPR PPTYS

42.60%

Shares76.2K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

-3.40%

Shares6.6K

Event2026-03-31

Filed2026-05-04

BANK NEW YORK MELLON CORP

2.75%

Shares19.0K

Event2026-03-31

Filed2026-05-04

GBIL

GOLDMAN SACHS ETF TR

-62.14%

Shares22.3K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-05-04

LINDE PLC

-13.01%

Shares4.2K

Event2026-03-31

Filed2026-05-04

AVB

AVALONBAY CMNTYS INC

952.40%

Shares12.7K

Event2026-03-31

Filed2026-05-04

CRC

CALIFORNIA RES CORP

New

Shares29.5K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

-4.82%

Shares21.9K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

-7.31%

Shares6.7K

Event2026-03-31

Filed2026-05-04

APARTMENT INVT & MGMT CO

52.89%

Shares497.1K

Event2026-03-31

Filed2026-05-04

OPY

OPPENHEIMER HLDGS INC

16.64%

Shares22.7K

Event2026-03-31

Filed2026-05-04

APD

AIR PRODUCTS AND CHEMICALS I

-11.95%

Shares6.9K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

-6.28%

Shares3.9K

Event2026-03-31

Filed2026-05-04

SCHR

SCHWAB STRATEGIC TR

55.05%

Shares78.0K

Event2026-03-31

Filed2026-05-04

PGR

PROGRESSIVE CORP

-2.99%

Shares9.8K

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

235.86%

Shares3.5K

Event2026-03-31

Filed2026-05-04

FAST

FASTENAL CO

-13.33%

Shares41.0K

Event2026-03-31

Filed2026-05-04

NVO

NOVO-NORDISK A S

9.68%

Shares50.3K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

-7.59%

Shares4.2K

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

4.84%

Shares20.2K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

-5.38%

Shares5.0K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

-12.36%

Shares11.2K

Event2026-03-31

Filed2026-05-04

APH

AMPHENOL CORP

-10.43%

Shares14.2K

Event2026-03-31

Filed2026-05-04

TE CONNECTIVITY PLC

-11.43%

Shares8.5K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

-9.11%

Shares27.0K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

7.70%

Shares2.4K

Event2026-03-31

Filed2026-05-04

WEC ENERGY GROUP INC

-13.37%

Shares14.9K

Event2026-03-31

Filed2026-05-04

HP INC

-3.41%

Shares89.5K

Event2026-03-31

Filed2026-05-04

PKG

PACKAGING CORP AMER

12.23%

Shares8.0K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

142.90%

Shares13.9K

Event2026-03-31

Filed2026-05-04

KIM-PN

KIMCO REALTY CORP

103.09%

Shares26.1K

Event2026-03-31

Filed2026-05-04

NBXG

NEUBERGER NEXT GENERATION

1.58%

Shares119.3K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

20.39%

Shares6.7K

Event2026-03-31

Filed2026-05-04

DELL

DELL TECHNOLOGIES INC

123.42%

Shares9.2K

Event2026-03-31

Filed2026-05-04

EMBJ

EMBRAER S.A.

-2.65%

Shares25.5K

Event2026-03-31

Filed2026-05-04

PLD

PROLOGIS INC.

-10.10%

Shares11.3K

Event2026-03-31

Filed2026-05-04

AT&T INC

-0.73%

Shares50.1K

Event2026-03-31

Filed2026-05-04

QSR

RESTAURANT BRANDS INTL INC

245.00%

Shares18.9K

Event2026-03-31

Filed2026-05-04

TRANE TECHNOLOGIES PLC

-3.79%

Shares3.3K

Event2026-03-31

Filed2026-05-04

CINF

CINCINNATI FINL CORP

-5.76%

Shares8.5K

Event2026-03-31

Filed2026-05-04

MAR

MARRIOTT INTL INC NEW

8.17%

Shares4.0K

Event2026-03-31

Filed2026-05-04

PYPL

PAYPAL HLDGS INC

1.07%

Shares28.7K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

-5.78%

Shares25.9K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

-10.51%

Shares12.2K

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

-8.78%

Shares1.4K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

-23.41%

Shares5.1K

Event2026-03-31

Filed2026-05-04

PAYX

PAYCHEX INC

-6.82%

Shares13.1K

Event2026-03-31

Filed2026-05-04

NVS

NOVARTIS AG

-3.32%

Shares7.9K

Event2026-03-31

Filed2026-05-04

MMC

MARSH & MCLENNAN COS INC

-1.44%

Shares6.6K

Event2026-03-31

Filed2026-05-04

PCAR

PACCAR INC

-51.21%

Shares9.7K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

-21.30%

Shares6.7K

Event2026-03-31

Filed2026-05-04

FTAI AVIATION LTD

-14.94%

Shares4.5K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

-14.09%

Shares1.1K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

19.04%

Shares5.0K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

3.42%

Shares10.7K

Event2026-03-31

Filed2026-05-04

TOTALENERGIES SE

New

Shares10.6K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

-0.82%

Shares4.0K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

-2.03%

Shares24.2K

Event2026-03-31

Filed2026-05-04

EPD

ENTERPRISE PRODS PARTNERS L

-9.50%

Shares24.9K

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

-4.72%

Shares16.7K

Event2026-03-31

Filed2026-05-04

WWD

WOODWARD INC

-4.12%

Shares2.5K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

1465.42%

Shares9.2K

Event2026-03-31

Filed2026-05-04

AON PLC

12.92%

Shares2.7K

Event2026-03-31

Filed2026-05-04

AMT

AMERICAN TOWER CORP

-3.42%

Shares5.1K

Event2026-03-31

Filed2026-05-04

STEW

SRH TOTAL RETURN FUND INC

85.14%

Shares50.8K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

24.23%

Shares2.5K

Event2026-03-31

Filed2026-05-04

MDLZ

MONDELEZ INTL INC

-14.12%

Shares14.9K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

1.10%

Shares2.7K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

-8.74%

Shares2.0K

Event2026-03-31

Filed2026-05-04

CF INDUSTRIES HOLD

-2.20%

Shares6.4K

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

New

Shares8.6K

Event2026-03-31

Filed2026-05-04

ARCC

ARES CAPITAL CORP

-10.18%

Shares45.4K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-7.16%

Shares3.4K

Event2026-03-31

Filed2026-05-04

SPE-PC

SPECIAL OPPORTUNITIES FD INC

New

Shares31.9K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

-44.24%

Shares5.4K

Event2026-03-31

Filed2026-05-04

DHR

DANAHER CORP DEL

17.56%

Shares4.0K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

-30.91%

Shares3.9K

Event2026-03-31

Filed2026-05-04

CROWN CASTLE INC

-9.44%

Shares9.2K

Event2026-03-31

Filed2026-05-04

CLOX

SERIES PORTFOLIOS TR

New

Shares28.4K

Event2026-03-31

Filed2026-05-04

SNY

SANOFI SA

9.53%

Shares14.9K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-21.83%

Shares709

Event2026-03-31

Filed2026-05-04

INTU

INTUIT

-1.57%

Shares1.6K

Event2026-03-31

Filed2026-05-04

ARES

ARES MANAGEMENT CORPORATION

21.39%

Shares6.4K

Event2026-03-31

Filed2026-05-04

AROC

ARCHROCK INC

-19.05%

Shares20.1K

Event2026-03-31

Filed2026-05-04

MOG.A

MOOG INC

-10.59%

Shares2.4K

Event2026-03-31

Filed2026-05-04

SHEL

SHELL PLC

-2.04%

Shares7.4K

Event2026-03-31

Filed2026-05-04

CCAP

CRESCENT CAP BDC INC

New

Shares54.7K

Event2026-03-31

Filed2026-05-04

JMST

J P MORGAN EXCHANGE TRADED F

78.79%

Shares12.8K

Event2026-03-31

Filed2026-05-04

NDAQ

NASDAQ INC

New

Shares7.6K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

-0.46%

Shares1.5K

Event2026-03-31

Filed2026-05-04

HPE

HEWLETT PACKARD ENTERPRISE C

11.56%

Shares27.0K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

-11.43%

Shares4.9K

Event2026-03-31

Filed2026-05-04

DEO

DIAGEO PLC

-48.66%

Shares8.5K

Event2026-03-31

Filed2026-05-04

BTI

BRITISH AMERN TOB PLC

5.29%

Shares10.7K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

14.24%

Shares5.5K

Event2026-03-31

Filed2026-05-04

ZTS

ZOETIS INC

4.73%

Shares5.1K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

-11.85%

Shares4.0K

Event2026-03-31

Filed2026-05-04

SHOP

SHOPIFY INC

-5.99%

Shares4.9K

Event2026-03-31

Filed2026-05-04

VST

VISTRA CORP

-4.38%

Shares3.8K

Event2026-03-31

Filed2026-05-04

RYDER SYS INC

-13.33%

Shares2.8K

Event2026-03-31

Filed2026-05-04

CVS

CVS HEALTH CORP

4.99%

Shares7.9K

Event2026-03-31

Filed2026-05-04

HII

HUNTINGTON INGALLS INDS INC

-1.54%

Shares1.4K

Event2026-03-31

Filed2026-05-04

TRP

TC ENERGY CORP

-6.66%

Shares8.5K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

-4.87%

Shares879

Event2026-03-31

Filed2026-05-04

TDY

TELEDYNE TECHNOLOGIES INC

-5.82%

Shares874

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-6.95%

Shares910

Event2026-03-31

Filed2026-05-04

ETR

ENTERGY CORP NEW

-9.85%

Shares4.6K

Event2026-03-31

Filed2026-05-04

FORM

FORMFACTOR INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-04

GOVZ

ISHARES TR

44.03%

Shares56.5K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

2.02%

Shares1.6K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

1.28%

Shares792

Event2026-03-31

Filed2026-05-04

UBS

UBS GROUP AG

-60.49%

Shares13.0K

Event2026-03-31

Filed2026-05-04

IBB

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

168.94%

Shares1.3K

Event2026-03-31

Filed2026-05-04

DWX

SPDR INDEX SHS FDS

-3.43%

Shares10.9K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

13.55%

Shares1.8K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

5.08%

Shares3.8K

Event2026-03-31

Filed2026-05-04

NATIONAL GRID PLC

-8.12%

Shares5.8K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

-5.41%

Shares1.6K

Event2026-03-31

Filed2026-05-04

VIV

TELEFONICA BRASIL SA

-12.73%

Shares30.1K

Event2026-03-31

Filed2026-05-04

UNILEVER PLC

New

Shares8.4K

Event2026-03-31

Filed2026-05-04

MFC

MANULIFE FINL CORP

-3.63%

Shares13.8K

Event2026-03-31

Filed2026-05-04

CBRE

CBRE GROUP INC

-23.22%

Shares3.5K

Event2026-03-31

Filed2026-05-04

SNOW

SNOWFLAKE INC

6.92%

Shares3.1K

Event2026-03-31

Filed2026-05-04

RGA

REINSURANCE GROUP AMER INC

-8.65%

Shares2.3K

Event2026-03-31

Filed2026-05-04

IEUR

ISHARES TR

-13.79%

Shares6.7K

Event2026-03-31

Filed2026-05-04

RJF

RAYMOND JAMES FINL INC

-3.83%

Shares3.2K

Event2026-03-31

Filed2026-05-04

SNA

SNAP ON INC

-4.42%

Shares1.3K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

0.47%

Shares1.1K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

-6.16%

Shares2.4K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

-41.82%

Shares16.3K

Event2026-03-31

Filed2026-05-04

CCEP

COCA-COLA EUROPACIFIC PARTNE

-3.81%

Shares5.0K

Event2026-03-31

Filed2026-05-04

ROYAL BK CDA

-7.14%

Shares2.8K

Event2026-03-31

Filed2026-05-04

FCFS

FIRSTCASH HOLDINGS INC

-1.07%

Shares2.4K

Event2026-03-31

Filed2026-05-04

ROST

ROSS STORES INC

2.83%

Shares2.1K

Event2026-03-31

Filed2026-05-04

GATX

GATX CORP

-15.32%

Shares2.6K

Event2026-03-31

Filed2026-05-04

MPWR

MONOLITHIC PWR SYS INC

-27.22%

Shares409

Event2026-03-31

Filed2026-05-04

MCHP

MICROCHIP TECHNOLOGY INC.

51.28%

Shares6.9K

Event2026-03-31

Filed2026-05-04

INDA

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

30.99%

Shares7.1K

Event2026-03-31

Filed2026-05-04

HAS

HASBRO INC

12.01%

Shares4.6K

Event2026-03-31

Filed2026-05-04

GVA

GRANITE CONSTR INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-04

CRUS

CIRRUS LOGIC INC

-4.85%

Shares2.9K

Event2026-03-31

Filed2026-05-04

MET

METLIFE INC

-8.72%

Shares5.9K

Event2026-03-31

Filed2026-05-04

BARRICK MNG CORP

-6.35%

Shares10.1K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

22.95%

Shares1.9K

Event2026-03-31

Filed2026-05-04

NWS

NEWS CORP NEW

-81.12%

Shares14.3K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

24.84%

Shares4.2K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

0.62%

Shares7.0K

Event2026-03-31

Filed2026-05-04

IRM

IRON MTN INC DEL

-4.63%

Shares4.0K

Event2026-03-31

Filed2026-05-04

DVA

DAVITA INC

31.34%

Shares2.6K

Event2026-03-31

Filed2026-05-04

VMI

VALMONT INDS INC

-3.52%

Shares987

Event2026-03-31

Filed2026-05-04

MEDTRONIC PLC

-1.91%

Shares4.5K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

7.94%

Shares5.6K

Event2026-03-31

Filed2026-05-04

KLAC

KLA CORP

-83.65%

Shares256

Event2026-03-31

Filed2026-05-04

MSCI

MSCI INC

0.00%

Shares689

Event2026-03-31

Filed2026-05-04

TAK

TAKEDA PHARMACEUTICAL CO LTD

-8.26%

Shares20.0K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

-2.79%

Shares2.8K

Event2026-03-31

Filed2026-05-04

RSG

REPUBLIC SVCS INC

-6.06%

Shares1.6K

Event2026-03-31

Filed2026-05-04

HXL

HEXCEL CORP NEW

-5.11%

Shares4.4K

Event2026-03-31

Filed2026-05-04

CANADIAN IMPERIAL BANK OF CO

-19.07%

Shares3.7K

Event2026-03-31

Filed2026-05-04

FTS

FORTIS INC

-14.89%

Shares6.3K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

20.16%

Shares1.8K

Event2026-03-31

Filed2026-05-04

OKE

ONEOK INC NEW

New

Shares3.9K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

-0.20%

Shares1.0K

Event2026-03-31

Filed2026-05-04

MPLX

MPLX LP

New

Shares6.1K

Event2026-03-31

Filed2026-05-04

BWA

BORGWARNER INC

-4.59%

Shares6.4K

Event2026-03-31

Filed2026-05-04

MELI

MERCADOLIBRE INC

-33.77%

Shares200

Event2026-03-31

Filed2026-05-04

ENVX

ENOVIX CORPORATION

-10.37%

Shares66.3K

Event2026-03-31

Filed2026-05-04

AMCOR PLC

New

Shares8.6K

Event2026-03-31

Filed2026-05-04

HLI

HOULIHAN LOKEY INC

-16.92%

Shares2.4K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

-8.02%

Shares2.6K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

-6.09%

Shares4.5K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

-6.59%

Shares3.0K

Event2026-03-31

Filed2026-05-04

SMFG

SUMITOMO MITSUI FIN GRP INC

-6.08%

Shares17.2K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

-14.91%

Shares4.6K

Event2026-03-31

Filed2026-05-04

WBS

WEBSTER FINL CORP

-4.90%

Shares4.9K

Event2026-03-31

Filed2026-05-04

NISOURCE INC

-10.89%

Shares7.2K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

-9.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

ALB

ALBEMARLE CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-04

DRI

DARDEN RESTAURANTS INC

-5.19%

Shares1.7K

Event2026-03-31

Filed2026-05-04

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-11.82%

Shares15.1K

Event2026-03-31

Filed2026-05-04

MDU

MDU RES GROUP INC

New

Shares15.7K

Event2026-03-31

Filed2026-05-04

HOLX

HOLOGIC INC

-9.92%

Shares4.3K

Event2026-03-31

Filed2026-05-04

KMI

KINDER MORGAN INC DEL

-8.52%

Shares9.5K

Event2026-03-31

Filed2026-05-04

FQAL

FIDELITY COVINGTON TRUST

-3.29%

Shares4.4K

Event2026-03-31

Filed2026-05-04

NTR

NUTRIEN LTD

6.99%

Shares4.2K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

-7.05%

Shares962

Event2026-03-31

Filed2026-05-04

MSM

MSC INDL DIRECT INC

-4.62%

Shares3.4K

Event2026-03-31

Filed2026-05-04

AVIG

AMERICAN CENTY ETF TR

New

Shares7.6K

Event2026-03-31

Filed2026-05-04

ARW

ARROW ELECTRS INC

-5.74%

Shares2.2K

Event2026-03-31

Filed2026-05-04

MUFG

MITSUBISHI UFJ FINANCIAL GRO

-9.77%

Shares18.4K

Event2026-03-31

Filed2026-05-04

AOS

SMITH A O CORP

-8.47%

Shares4.7K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

-6.17%

Shares350

Event2026-03-31

Filed2026-05-04

USB

US BANCORP

-5.71%

Shares5.9K

Event2026-03-31

Filed2026-05-04

ON SEMICONDUCTOR CORP

-3.12%

Shares4.9K

Event2026-03-31

Filed2026-05-04

PBA

PEMBINA PIPELINE CORP

28.88%

Shares6.7K

Event2026-03-31

Filed2026-05-04

BMO

BANK MONTREAL MEDIUM

-33.20%

Shares2.2K

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

New

Shares224

Event2026-03-31

Filed2026-05-04

FLMI

FRANKLIN TEMPLETON ETF TR

-3.30%

Shares11.8K

Event2026-03-31

Filed2026-05-04

AVEM

AMERICAN CENTY ETF TR

-7.59%

Shares3.6K

Event2026-03-31

Filed2026-05-04

EME

EMCOR GROUP INC

New

Shares389

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

-44.10%

Shares3.4K

Event2026-03-31

Filed2026-05-04

CXH

MFS INVT GRADE MUN TR

New

Shares35.3K

Event2026-03-31

Filed2026-05-04

MWA

MUELLER WTR PRODS INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-04

CME

CME GROUP INC

22.18%

Shares953

Event2026-03-31

Filed2026-05-04

GFI

GOLD FIELDS LTD

-14.75%

Shares6.1K

Event2026-03-31

Filed2026-05-04

KMB

KIMBERLY-CLARK CORP

-15.27%

Shares2.9K

Event2026-03-31

Filed2026-05-04

MIDD

MIDDLEBY CORP

-10.41%

Shares2.1K

Event2026-03-31

Filed2026-05-04

PDI

PIMCO DYNAMIC INCOME FD

-11.33%

Shares16.0K

Event2026-03-31

Filed2026-05-04

VRT

VERTIV HOLDINGS CO

New

Shares1.1K

Event2026-03-31

Filed2026-05-04

HSY

HERSHEY CO

-16.30%

Shares1.3K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

-39.18%

Shares1.9K

Event2026-03-31

Filed2026-05-04

DHI

D R HORTON INC

-13.01%

Shares2.0K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-34.89%

Shares1.4K

Event2026-03-31

Filed2026-05-04

WTFC

WINTRUST FINL CORP

-5.57%

Shares1.9K

Event2026-03-31

Filed2026-05-04

BVN

COMPANIA DE MINAS BUENAVENTU

-18.54%

Shares7.3K

Event2026-03-31

Filed2026-05-04

RDNT

RADNET INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-04

TOYOTA MOTOR CORP

-30.88%

Shares1.3K

Event2026-03-31

Filed2026-05-04

CRL

CHARLES RIV LABS INTL INC

-0.46%

Shares1.5K

Event2026-03-31

Filed2026-05-04

CACI

CACI INTL INC

New

Shares476

Event2026-03-31

Filed2026-05-04

EQNR

EQUINOR ASA

New

Shares6.1K

Event2026-03-31

Filed2026-05-04

AKAM

AKAMAI TECHNOLOGIES INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-04

EWBC

EAST WEST BANCORP INC

-5.51%

Shares2.4K

Event2026-03-31

Filed2026-05-04

TFC

TRUIST FINL CORP

-9.70%

Shares5.6K

Event2026-03-31

Filed2026-05-04

VICI

VICI PPTYS INC

-5.23%

Shares9.2K

Event2026-03-31

Filed2026-05-04

THE ALGER ETF TRUST

-11.54%

Shares8.0K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-04

IYW

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

New

Shares5.4K

Event2026-03-31

Filed2026-05-04

HMY

HARMONY GOLD MNG LTD

-17.71%

Shares15.2K

Event2026-03-31

Filed2026-05-04

SON

SONOCO PRODS CO

New

Shares4.3K

Event2026-03-31

Filed2026-05-04

CBT

CABOT CORP

-10.40%

Shares3.1K

Event2026-03-31

Filed2026-05-04

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-04

NTAP

NETAPP INC

-10.12%

Shares2.3K

Event2026-03-31

Filed2026-05-04

QIAGEN NV

New

Shares5.7K

Event2026-03-31

Filed2026-05-04

SCHO

SCHWAB STRATEGIC TR

12.23%

Shares9.4K

Event2026-03-31

Filed2026-05-04

TPZ

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-04

J P MORGAN EXCHANGE TRADED F

1.96%

Shares2.4K

Event2026-03-31

Filed2026-05-04

CGMS

CAPITAL GRP FIXED INCM ETF T

New

Shares8.2K

Event2026-03-31

Filed2026-05-04

BIO

BIO RAD LABS INC

-7.49%

Shares803

Event2026-03-31

Filed2026-05-04

BOX

BOX INC

-8.31%

Shares9.4K

Event2026-03-31

Filed2026-05-04

CYD

CHINA YUCHAI INTL LTD

-16.36%

Shares5.6K

Event2026-03-31

Filed2026-05-04

BCS

BARCLAYS PLC

-16.71%

Shares10.2K

Event2026-03-31

Filed2026-05-04

BOTZ

GLOBAL X FDS

-22.27%

Shares6.4K

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

-7.48%

Shares4.6K

Event2026-03-31

Filed2026-05-04

WEX

WEX INC

-2.33%

Shares1.4K

Event2026-03-31

Filed2026-05-04

LYG

LLOYDS BANKING GROUP PLC

-29.44%

Shares41.7K

Event2026-03-31

Filed2026-05-04

LAZARD INC

-7.73%

Shares4.9K

Event2026-03-31

Filed2026-05-04

CDP

COPT DEFENSE PROPERTIES

-8.27%

Shares6.8K

Event2026-03-31

Filed2026-05-04

FLCA

FRANKLIN TEMPLETON ETF TR

-8.19%

Shares4.3K

Event2026-03-31

Filed2026-05-04

EMN

EASTMAN CHEM CO

New

Shares2.7K

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

-11.33%

Shares1.4K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

New

Shares683

Event2026-03-31

Filed2026-05-04

VDC

VANGUARD WORLD FD

New

Shares905

Event2026-03-31

Filed2026-05-04

SBAC

SBA COMMUNICATIONS CORP

8.25%

Shares1.2K

Event2026-03-31

Filed2026-05-04

TLH

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-04

BSM

BLACK STONE MINERALS L P

New

Shares13.1K

Event2026-03-31

Filed2026-05-04

SBSW

SIBANYE STILLWATER LTD

-20.21%

Shares15.3K

Event2026-03-31

Filed2026-05-04

VNET

VNET GROUP INC

-10.09%

Shares20.6K

Event2026-03-31

Filed2026-05-04

CEMEX SA EURO MTN BE 144A

-21.80%

Shares14.9K

Event2026-03-31

Filed2026-05-04

ZTR

VIRTUS TOTAL RETURN FD INC

-70.76%

Shares24.4K

Event2026-03-31

Filed2026-05-04

ERII

ENERGY RECOVERY INC

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-04

KEP

KOREA ELEC PWR CORP

-17.54%

Shares10.7K

Event2026-03-31

Filed2026-05-04

TELUS CORPORATION

1.75%

Shares11.3K

Event2026-03-31

Filed2026-05-04

VLRS

CONTROLADORA VUELA COMP DE A

New

Shares16.0K

Event2026-03-31

Filed2026-05-04

AVTR

AVANTOR INC

1.03%

Shares14.2K

Event2026-03-31

Filed2026-05-04

SRG

SERITAGE GROWTH PPTYS

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-04

WOOF

PETCO HEALTH & WELLNESS CO I

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-04

BHR

BRAEMAR HOTELS & RESORTS INC

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-04

LCTX

LINEAGE CELL THERAPEUTICS IN

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

PFF

ISHARES TR

New

Shares111

Event2026-03-31

Filed2026-05-04

Call Option Holdings

SCHW Call CallSCHWAB CHARLES CORP3.4K shares17.24%2026-03-312026-05-04

MGM Call CallMGM RESORTS INTERNATIONAL1.2K shares0.00%2026-03-312026-05-04

CVX Call CallCHEVRON CORPORATION200 sharesnew addition2026-03-312026-05-04

SCHW Call

SCHWAB CHARLES CORP

17.24%

Shares3.4K

Event2026-03-31

Filed2026-05-04

MGM Call

MGM RESORTS INTERNATIONAL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

CVX Call

CHEVRON CORPORATION

New

Shares200

Event2026-03-31

Filed2026-05-04

Put Option Holdings

PFF Put PutISHARES TR7.5K sharesnew addition2026-03-312026-05-04

PFF Put

ISHARES TR

New

Shares7.5K

Event2026-03-31

Filed2026-05-04